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   890 7,400 SH   SOLE   7,400 0 0
ABBOTT LABORATORIES COM 002824100   905 8,300 SH   SOLE   8,300 0 0
ANALOG DEVICES COM 032654105   1,130 5,800 SH   SOLE   5,800 0 0
ALBEMARLE COM 012653101   1,138 5,100 SH   SOLE   5,100 0 0
AMGEN COM 031162100   710 3,200 SH   SOLE   3,200 0 0
AMPHENOL CL A 032095101   1,223 14,400 SH   SOLE   14,400 0 0
BIOGEN COM 09062X103   883 3,100 SH   SOLE   3,100 0 0
BOOKING HOLDINGS COM 09857L108   1,080 400 SH   SOLE   400 0 0
BRISTOL MYERS SQUIBB COM 110122108   895 14,000 SH   SOLE   14,000 0 0
COPART INC COM 217204106   857 9,400 SH   SOLE   9,400 0 0
COGNIZANT CL A 192446102   1,012 15,500 SH   SOLE   15,500 0 0
DOLLAR TREE COM 256746108   1,435 10,000 SH   SOLE   10,000 0 0
ELECTRONIC ARTS COM 285512109   921 7,100 SH   SOLE   7,100 0 0
ECOLAB COM 278865100   1,176 6,300 SH   SOLE   6,300 0 0
ESTEE LAUDER CL A 518439104   353 1,800 SH   SOLE   1,800 0 0
EOG RESOURCES COM 26875P101   1,453 12,700 SH   SOLE   12,700 0 0
FASTENAL COM 311900104   1,380 23,400 SH   SOLE   23,400 0 0
FEDEX COM 31428X106   868 3,500 SH   SOLE   3,500 0 0
FLEETCOR TECHNOLOGIES COM 339041105   1,004 4,000 SH   SOLE   4,000 0 0
GILEAD SCIENCES COM 375558103   986 12,800 SH   SOLE   12,800 0 0
HASBRO COM 418056107   777 12,000 SH   SOLE   12,000 0 0
HORMEL FOODS COM 440452100   442 11,000 SH   SOLE   11,000 0 0
HENRY SCHEIN COM 806407102   730 9,000 SH   SOLE   9,000 0 0
INTEL COM 458140100   669 20,000 SH   SOLE   20,000 0 0
IPG PHOTONICS COM 44980X109   801 5,900 SH   SOLE   5,900 0 0
J.B. HUNT TRANSPORTATION COM 445658107   1,032 5,700 SH   SOLE   5,700 0 0
LITTELFUSE COM 537008104   787 2,700 SH   SOLE   2,700 0 0
L3HARRIS TECHNOLOGIES COM 502431109   822 4,200 SH   SOLE   4,200 0 0
LINDE SHS G54950103   1,181 3,100 SH   SOLE   3,100 0 0
MEDTRONIC SHS G5960L103   1,057 12,000 SH   SOLE   12,000 0 0
MAXIMUS COM 577933104   321 3,800 SH   SOLE   3,800 0 0
MICROSOFT COM 594918104   2,282 6,700 SH   SOLE   6,700 0 0
NIKE CL B 654106103   1,082 9,800 SH   SOLE   9,800 0 0
PAYCHEX COM 704326107   761 6,800 SH   SOLE   6,800 0 0
PAYPAL COM 70450Y103   767 11,500 SH   SOLE   11,500 0 0
RAYTHEON TECHNOLOGIES COM 75513E101   1,136 11,600 SH   SOLE   11,600 0 0
SCHLUMBERGER COM STK 806857108   943 19,200 SH   SOLE   19,200 0 0
CONSTELLATION BRANDS CL A 21036P108   985 4,000 SH   SOLE   4,000 0 0
STRYKER COM 863667101   1,159 3,800 SH   SOLE   3,800 0 0
TJX COMPANIES COM 872540109   1,399 16,500 SH   SOLE   16,500 0 0
ULTA BEAUTY COM 90384S303   1,412 3,000 SH   SOLE   3,000 0 0
UNITEDHEALTH GROUP COM 91324P102   1,682 3,500 SH   SOLE   3,500 0 0
EXXON MOBIL COM 30231G102   1,952 18,200 SH   SOLE   18,200 0 0