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 899 7,400 SH   SOLE   7,400 0 0
ABBOTT LABORATORIES COM 002824100 803 8,300 SH   SOLE   8,300 0 0
ANALOG DEVICES COM 032654105 808 5,800 SH   SOLE   5,800 0 0
ALBEMARLE COM 012653101 1,349 5,100 SH   SOLE   5,100 0 0
AMGEN COM 031162100 721 3,200 SH   SOLE   3,200 0 0
AMPHENOL CL A 032095101 964 14,400 SH   SOLE   14,400 0 0
BIOGEN COM 09062X103 828 3,100 SH   SOLE   3,100 0 0
BOOKING HOLDINGS COM 09857L108 657 400 SH   SOLE   400 0 0
BRISTOL MYERS SQUIBB COM 110122108 995 14,000 SH   SOLE   14,000 0 0
COPART INC COM 217204106 500 4,700 SH   SOLE   4,700 0 0
COGNIZANT CL A 192446102 615 10,700 SH   SOLE   10,700 0 0
COVETRUS COM 22304C100 60 2,880 SH   SOLE   2,880 0 0
DOLLAR TREE COM 256746108 1,361 10,000 SH   SOLE   10,000 0 0
ELECTRONIC ARTS COM 285512109 822 7,100 SH   SOLE   7,100 0 0
ECOLAB COM 278865100 910 6,300 SH   SOLE   6,300 0 0
ESTEE LAUDER CL A 518439104 389 1,800 SH   SOLE   1,800 0 0
EOG RESOURCES COM 26875P101 1,419 12,700 SH   SOLE   12,700 0 0
FASTENAL COM 311900104 1,077 23,400 SH   SOLE   23,400 0 0
FEDEX COM 31428X106 520 3,500 SH   SOLE   3,500 0 0
FLEETCOR TECHNOLOGIES COM 339041105 705 4,000 SH   SOLE   4,000 0 0
GILEAD SCIENCES COM 375558103 790 12,800 SH   SOLE   12,800 0 0
HASBRO COM 418056107 809 12,000 SH   SOLE   12,000 0 0
HORMEL FOODS COM 440452100 500 11,000 SH   SOLE   11,000 0 0
HENRY SCHEIN COM 806407102 592 9,000 SH   SOLE   9,000 0 0
INTEL COM 458140100 515 20,000 SH   SOLE   20,000 0 0
IPG PHOTONICS COM 44980X109 498 5,900 SH   SOLE   5,900 0 0
J.B. HUNT TRANSPORTATION COM 445658107 892 5,700 SH   SOLE   5,700 0 0
LITTELFUSE COM 537008104 536 2,700 SH   SOLE   2,700 0 0
L3HARRIS TECHNOLOGIES COM 502431109 873 4,200 SH   SOLE   4,200 0 0
LINDE SHS G5494J103 836 3,100 SH   SOLE   3,100 0 0
MEDTRONIC SHS G5960L103 719 8,900 SH   SOLE   8,900 0 0
MAXIMUS COM 577933104 220 3,800 SH   SOLE   3,800 0 0
MICROSOFT COM 594918104 1,560 6,700 SH   SOLE   6,700 0 0
NIKE CL B 654106103 815 9,800 SH   SOLE   9,800 0 0
PAYCHEX COM 704326107 763 6,800 SH   SOLE   6,800 0 0
PAYPAL COM 70450Y103 990 11,500 SH   SOLE   11,500 0 0
RAYTHEON TECHNOLOGIES COM 75513E101 950 11,600 SH   SOLE   11,600 0 0
SCHLUMBERGER COM STK 806857108 689 19,200 SH   SOLE   19,200 0 0
CONSTELLATION BRANDS CL A 21036P108 919 4,000 SH   SOLE   4,000 0 0
STRYKER COM 863667101 770 3,800 SH   SOLE   3,800 0 0
TJX COMPANIES COM 872540109 1,025 16,500 SH   SOLE   16,500 0 0
ULTA BEAUTY COM 90384S303 1,204 3,000 SH   SOLE   3,000 0 0
UNITEDHEALTH GROUP COM 91324P102 1,768 3,500 SH   SOLE   3,500 0 0
EXXON MOBIL COM 30231G102 1,589 18,200 SH   SOLE   18,200 0 0