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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGILENT TECHNOLOGIES COM 00846U101   1,107 7,400 SH   SOLE   7,400 0 0
ABBOTT LABORATORIES COM 002824100   911 8,300 SH   SOLE   8,300 0 0
ANALOG DEVICES COM 032654105   951 5,800 SH   SOLE   5,800 0 0
ALBEMARLE COM 012653101   1,106 5,100 SH   SOLE   5,100 0 0
AMGEN COM 031162100   840 3,200 SH   SOLE   3,200 0 0
AMPHENOL CL A 032095101   1,096 14,400 SH   SOLE   14,400 0 0
BIOGEN COM 09062X103   858 3,100 SH   SOLE   3,100 0 0
BOOKING HOLDINGS COM 09857L108   806 400 SH   SOLE   400 0 0
BRISTOL MYERS SQUIBB COM 110122108   1,007 14,000 SH   SOLE   14,000 0 0
COPART INC COM 217204106   572 9,400 SH   SOLE   9,400 0 0
COGNIZANT CL A 192446102   612 10,700 SH   SOLE   10,700 0 0
DOLLAR TREE COM 256746108   1,414 10,000 SH   SOLE   10,000 0 0
ELECTRONIC ARTS COM 285512109   867 7,100 SH   SOLE   7,100 0 0
ECOLAB COM 278865100   917 6,300 SH   SOLE   6,300 0 0
ESTEE LAUDER CL A 518439104   447 1,800 SH   SOLE   1,800 0 0
EOG RESOURCES COM 26875P101   1,645 12,700 SH   SOLE   12,700 0 0
FASTENAL COM 311900104   1,107 23,400 SH   SOLE   23,400 0 0
FEDEX COM 31428X106   606 3,500 SH   SOLE   3,500 0 0
FLEETCOR TECHNOLOGIES COM 339041105   735 4,000 SH   SOLE   4,000 0 0
GILEAD SCIENCES COM 375558103   1,099 12,800 SH   SOLE   12,800 0 0
HASBRO COM 418056107   732 12,000 SH   SOLE   12,000 0 0
HORMEL FOODS COM 440452100   501 11,000 SH   SOLE   11,000 0 0
HENRY SCHEIN COM 806407102   719 9,000 SH   SOLE   9,000 0 0
INTEL COM 458140100   529 20,000 SH   SOLE   20,000 0 0
IPG PHOTONICS COM 44980X109   559 5,900 SH   SOLE   5,900 0 0
J.B. HUNT TRANSPORTATION COM 445658107   994 5,700 SH   SOLE   5,700 0 0
LITTELFUSE COM 537008104   595 2,700 SH   SOLE   2,700 0 0
L3HARRIS TECHNOLOGIES COM 502431109   874 4,200 SH   SOLE   4,200 0 0
LINDE SHS G5494J103   1,011 3,100 SH   SOLE   3,100 0 0
MEDTRONIC SHS G5960L103   933 12,000 SH   SOLE   12,000 0 0
MAXIMUS COM 577933104   279 3,800 SH   SOLE   3,800 0 0
MICROSOFT COM 594918104   1,607 6,700 SH   SOLE   6,700 0 0
NIKE CL B 654106103   1,147 9,800 SH   SOLE   9,800 0 0
PAYCHEX COM 704326107   786 6,800 SH   SOLE   6,800 0 0
PAYPAL COM 70450Y103   819 11,500 SH   SOLE   11,500 0 0
RAYTHEON TECHNOLOGIES COM 75513E101   1,171 11,600 SH   SOLE   11,600 0 0
SCHLUMBERGER COM STK 806857108   1,026 19,200 SH   SOLE   19,200 0 0
CONSTELLATION BRANDS CL A 21036P108   927 4,000 SH   SOLE   4,000 0 0
STRYKER COM 863667101   929 3,800 SH   SOLE   3,800 0 0
TJX COMPANIES COM 872540109   1,313 16,500 SH   SOLE   16,500 0 0
ULTA BEAUTY COM 90384S303   1,407 3,000 SH   SOLE   3,000 0 0
UNITEDHEALTH GROUP COM 91324P102   1,856 3,500 SH   SOLE   3,500 0 0
EXXON MOBIL COM 30231G102   2,007 18,200 SH   SOLE   18,200 0 0