The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES COM 002824100 982 8,300 SH   SOLE   8,300 0 0
AGILENT TECHNOLOGIES COM 00846U101 979 7,400 SH   SOLE   7,400 0 0
ALBEMARLE COM 012653101 5,551 25,100 SH   SOLE   5,100 0 20,000
AMGEN COM 031162100 774 3,200 SH   SOLE   3,200 0 0
AMPHENOL CL A 032095101 5,455 72,400 SH   SOLE   14,400 0 58,000
ANALOG DEVICES COM 032654105 496 3,000 SH   SOLE   3,000 0 0
BIOGEN COM 09062X103 653 3,100 SH   SOLE   3,100 0 0
BOOKING HOLDINGS COM 09857L108 5,401 2,300 SH   SOLE   400 0 1,900
BRISTOL MYERS SQUIBB COM 110122108 1,022 14,000 SH   SOLE   14,000 0 0
CERNER COM 156782104 6,091 65,100 SH   SOLE   11,600 0 53,500
COGNIZANT CL A 192446102 5,712 63,700 SH   SOLE   10,700 0 53,000
CONSTELLATION BRANDS CL A 21036P108 5,620 24,400 SH   SOLE   4,000 0 20,400
COPART INC COM 217204106 590 4,700 SH   SOLE   4,700 0 0
COVETRUS COM 22304C100 48 2,880 SH   SOLE   2,880 0 0
DOLLAR TREE COM 256746108 8,488 53,000 SH   SOLE   10,000 0 43,000
ECOLAB COM 278865100 6,586 37,300 SH   SOLE   6,300 0 31,000
ELECTRONIC ARTS COM 285512109 5,326 42,100 SH   SOLE   7,100 0 35,000
EOG RESOURCES COM 26875P101 7,178 60,200 SH   SOLE   12,700 0 47,500
ESTEE LAUDER CL A 518439104 490 1,800 SH   SOLE   1,800 0 0
EXXON MOBIL COM 30231G102 1,503 18,200 SH   SOLE   18,200 0 0
FASTENAL COM 311900104 7,627 128,400 SH   SOLE   23,400 0 105,000
FEDEX COM 31428X106 810 3,500 SH   SOLE   3,500 0 0
FLEETCOR TECHNOLOGIES COM 339041105 5,977 24,000 SH   SOLE   4,000 0 20,000
GILEAD SCIENCES COM 375558103 761 12,800 SH   SOLE   12,800 0 0
HASBRO COM 418056107 737 9,000 SH   SOLE   9,000 0 0
HENRY SCHEIN COM 806407102 785 9,000 SH   SOLE   9,000 0 0
HORMEL FOODS COM 440452100 567 11,000 SH   SOLE   11,000 0 0
INTEL COM 458140100 5,898 119,000 SH   SOLE   20,000 0 99,000
IPG PHOTONICS COM 44980X109 3,831 34,900 SH   SOLE   5,900 0 29,000
J.B. HUNT TRANSPORTATION COM 445658107 6,566 32,700 SH   SOLE   5,700 0 27,000
L3HARRIS TECHNOLOGIES COM 502431109 1,044 4,200 SH   SOLE   4,200 0 0
LINDE SHS G5494J103 5,718 17,900 SH   SOLE   3,100 0 14,800
LITTELFUSE COM 537008104 3,916 15,700 SH   SOLE   2,700 0 13,000
MAXIMUS COM 577933104 285 3,800 SH   SOLE   3,800 0 0
MEDTRONIC SHS G5960L103 6,868 61,900 SH   SOLE   8,900 0 53,000
MICROSOFT COM 594918104 9,003 29,200 SH   SOLE   6,700 0 22,500
NIKE CL B 654106103 3,970 29,500 SH   SOLE   0 0 29,500
PAYCHEX COM 704326107 6,523 47,800 SH   SOLE   6,800 0 41,000
RAYTHEON TECHNOLOGIES COM 75513E101 1,149 11,600 SH   SOLE   11,600 0 0
SCHLUMBERGER COM 806857108 5,007 121,200 SH   SOLE   19,200 0 102,000
STRYKER COM 863667101 6,898 25,800 SH   SOLE   3,800 0 22,000
TJX COMPANIES COM 872540109 5,907 97,500 SH   SOLE   16,500 0 81,000
ULTA BEAUTY COM 90384S303 5,575 14,000 SH   SOLE   3,000 0 11,000
UNITEDHEALTH GROUP COM 91324P102 1,785 3,500 SH   SOLE   3,500 0 0