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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   15,607,775 44,478 SH   SOLE   44,478 0 0
ALPHABET INC CAP STK CL A 02079K305   12,956,946 92,755 SH   SOLE   92,755 0 0
AMDOCS LTD SHS G02602103   2,910,565 33,116 SH   SOLE   33,116 0 0
APPLE INC COM 037833100   14,640,944 76,045 SH   SOLE   76,045 0 0
ARROW ELECTRS INC COM 042735100   2,600,135 21,269 SH   SOLE   21,269 0 0
CISCO SYS INC COM 17275R102   8,745,063 173,101 SH   SOLE   173,101 0 0
CORNING INC COM 219350105   2,326,593 76,407 SH   SOLE   76,407 0 0
CUMMINS INC COM 231021106   7,688,760 32,094 SH   SOLE   32,094 0 0
D R HORTON INC COM 23331A109   23,702,795 155,960 SH   SOLE   155,960 0 0
DOVER CORP COM 260003108   6,079,494 39,526 SH   SOLE   39,526 0 0
EATON CORP PLC SHS G29183103   10,563,569 43,865 SH   SOLE   43,865 0 0
FISERV INC COM 337738108   6,460,009 48,630 SH   SOLE   48,630 0 0
HONEYWELL INTL INC COM 438516106   10,424,684 49,710 SH   SOLE   49,710 0 0
INTUIT COM 461202103   6,532,814 10,452 SH   SOLE   10,452 0 0
JACOBS SOLUTIONS INC COM 46982L108   11,899,415 91,675 SH   SOLE   91,675 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   9,796,003 169,922 SH   SOLE   169,922 0 0
MEDTRONIC PLC SHS g5960l103   7,294,502 88,547 SH   SOLE   88,547 0 0
MICROSOFT CORP COM 594918104   21,106,749 56,129 SH   SOLE   56,129 0 0
ORACLE CORP COM 68389x105   8,846,948 83,913 SH   SOLE   83,913 0 0
PARKER-HANNIFIN CORP COM 701094104   7,966,885 17,293 SH   SOLE   17,293 0 0
PAYCHEX INC COM 704326107   7,834,341 65,774 SH   SOLE   65,774 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   277,394 584 SH   SOLE   584 0 0
STRYKER CORPORATION COM 863667101   6,394,369 21,353 SH   SOLE   21,353 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,306,316 11,881 SH   SOLE   11,881 0 0