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
AGILENT TECHNOLOGIES COM 00846U101 879 7,400 SH   SOLE   7,400 0 0
ABBOTT LABORATORIES COM 002824100 902 8,300 SH   SOLE   8,300 0 0
ANALOG DEVICES COM 032654105 4,792 32,800 SH   SOLE   5,800 0 27,000
ALBEMARLE COM 012653101 5,245 25,100 SH   SOLE   5,100 0 20,000
AMGEN COM 031162100 779 3,200 SH   SOLE   3,200 0 0
AMPHENOL CL A 032095101 4,661 72,400 SH   SOLE   14,400 0 58,000
BIOGEN COM 09062X103 632 3,100 SH   SOLE   3,100 0 0
BOOKING HOLDINGS COM 09857L108 4,023 2,300 SH   SOLE   400 0 1,900
BRISTOL MYERS SQUIBB COM 110122108 1,078 14,000 SH   SOLE   14,000 0 0
COPART INC COM 217204106 511 4,700 SH   SOLE   4,700 0 0
COGNIZANT CL A 192446102 4,299 63,700 SH   SOLE   10,700 0 53,000
COVETRUS COM 22304C100 60 2,880 SH   SOLE   2,880 0 0
DOLLAR TREE COM 256746108 8,260 53,000 SH   SOLE   10,000 0 43,000
ELECTRONIC ARTS COM 285512109 5,121 42,100 SH   SOLE   7,100 0 35,000
ECOLAB COM 278865100 5,735 37,300 SH   SOLE   6,300 0 31,000
ESTEE LAUDER CL A 518439104 458 1,800 SH   SOLE   1,800 0 0
EOG RESOURCES COM 26875P101 6,648 60,200 SH   SOLE   12,700 0 47,500
FASTENAL COM 311900104 6,410 128,400 SH   SOLE   23,400 0 105,000
FEDEX COM 31428X106 793 3,500 SH   SOLE   3,500 0 0
FLEETCOR TECHNOLOGIES COM 339041105 5,043 24,000 SH   SOLE   4,000 0 20,000
GILEAD SCIENCES COM 375558103 791 12,800 SH   SOLE   12,800 0 0
HASBRO COM 418056107 737 9,000 SH   SOLE   9,000 0 0
HORMEL FOODS COM 440452100 521 11,000 SH   SOLE   11,000 0 0
HENRY SCHEIN COM 806407102 691 9,000 SH   SOLE   9,000 0 0
INTEL COM 458140100 4,452 119,000 SH   SOLE   20,000 0 99,000
IPG PHOTONICS COM 44980X109 3,285 34,900 SH   SOLE   5,900 0 29,000
J.B. HUNT TRANSPORTATION COM 445658107 5,149 32,700 SH   SOLE   5,700 0 27,000
LITTELFUSE COM 537008104 3,988 15,700 SH   SOLE   2,700 0 13,000
L3HARRIS TECHNOLOGIES COM 502431109 1,015 4,200 SH   SOLE   4,200 0 0
LINDE SHS G5494J103 5,147 17,900 SH   SOLE   3,100 0 14,800
MEDTRONIC SHS G5960L103 5,556 61,900 SH   SOLE   8,900 0 53,000
MAXIMUS COM 577933104 238 3,800 SH   SOLE   3,800 0 0
MICROSOFT COM 594918104 7,499 29,200 SH   SOLE   6,700 0 22,500
NIKE CL B 654106103 4,476 43,800 SH   SOLE   7,800 0 36,000
PAYCHEX COM 704326107 5,443 47,800 SH   SOLE   6,800 0 41,000
PAYPAL COM 70450Y103 4,505 64,500 SH   SOLE   11,500 0 53,000
RAYTHEON TECHNOLOGIES COM 75513E101 1,115 11,600 SH   SOLE   11,600 0 0
SCHLUMBERGER COM STK 806857108 4,334 121,200 SH   SOLE   19,200 0 102,000
CONSTELLATION BRANDS CL A 21036P108 5,687 24,400 SH   SOLE   4,000 0 20,400
STRYKER COM 863667101 5,132 25,800 SH   SOLE   3,800 0 22,000
TJX COMPANIES COM 872540109 5,445 97,500 SH   SOLE   16,500 0 81,000
ULTA BEAUTY COM 90384S303 5,397 14,000 SH   SOLE   3,000 0 11,000
UNITEDHEALTH GROUP COM 91324P102 1,798 3,500 SH   SOLE   3,500 0 0
EXXON MOBIL COM 30231G102 1,559 18,200 SH   SOLE   18,200 0 0