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
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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
AT&T COM 00206R102 12,149 292,384 SH   SOLE   292,384 0 0
AbbVie COM 00287Y109 744 11,425 SH   SOLE   11,425 0 0
Accenture COM G1151C101 23,462 195,715 SH   SOLE   195,715 0 0
Adobe Systems COM 00724F101 19,977 153,515 SH   SOLE   153,515 0 0
Advisory Board COM 00762W107 464 9,925 SH   SOLE   9,925 0 0
Affiliated Managers Group COM 008252108 696 4,243 SH   SOLE   4,243 0 0
Akamai Technologies COM 00971T101 13,174 220,666 SH   SOLE   220,666 0 0
Albemarle COM 012653101 18,765 177,627 SH   SOLE   177,627 0 0
Alphabet Class A COM 02079K305 28,665 33,811 SH   SOLE   33,811 0 0
American Express COM 025816109 16,490 208,442 SH   SOLE   208,442 0 0
American Tower COM 03027X100 22,355 183,935 SH   SOLE   183,935 0 0
Amphenol COM 032095101 17,479 245,602 SH   SOLE   245,602 0 0
Ansys COM 03662Q105 571 5,339 SH   SOLE   5,339 0 0
Anthem Inc. COM 036752103 6,830 41,300 SH   SOLE   41,300 0 0
Apple COM 037833100 27,946 194,529 SH   SOLE   194,529 0 0
Aspen Technology COM 045327103 374 6,352 SH   SOLE   6,352 0 0
BP PLC COM 055622104 14,983 434,051 SH   SOLE   434,051 0 0
Bank of America COM 060505104 19,700 835,108 SH   SOLE   835,108 0 0
Becton Dickinson COM 075887109 9,491 51,741 SH   SOLE   51,741 0 0
BioMarin Pharmaceuticals COM 09061G101 21,636 246,485 SH   SOLE   246,485 0 0
BlackRock COM 09247X101 18,562 48,399 SH   SOLE   48,399 0 0
Boardwalk Pipeline Partners COM 096627104 16,454 898,649 SH   SOLE   898,649 0 0
Boeing COM 097023105 739 4,180 SH   SOLE   4,180 0 0
Cerner COM 156782104 22,220 377,572 SH   SOLE   377,572 0 0
Charles Schwab COM 808513105 24,133 591,353 SH   SOLE   591,353 0 0
Chicago Bridge & Iron Co COM 167250109 9,160 297,900 SH   SOLE   297,900 0 0
Chubb Limited COM H1467J104 13,243 97,196 SH   SOLE   97,196 0 0
Church & Dwight COM 171340102 746 14,955 SH   SOLE   14,955 0 0
Cisco Systems COM 17275R102 16,295 482,114 SH   SOLE   482,114 0 0
Colgate-Palmolive COM 194162103 19,920 272,163 SH   SOLE   272,163 0 0
Computer Modelling Group COM 205249105 405 52,141 SH   SOLE   52,141 0 0
Cooper Companies COM 216648402 20,883 104,472 SH   SOLE   104,472 0 0
Copart COM 217204106 743 11,996 SH   SOLE   11,996 0 0
Core Laboratories COM N22717107 447 3,866 SH   SOLE   3,866 0 0
Criteo COM 226718104 414 8,279 SH   SOLE   8,279 0 0
Danaher COM 235851102 21,840 255,350 SH   SOLE   255,350 0 0
Dow Chemical COM 260543103 11,718 184,425 SH   SOLE   184,425 0 0
Dunkin' Brands COM 265504100 492 8,991 SH   SOLE   8,991 0 0
EOG Resources COM 26875P101 17,093 175,221 SH   SOLE   175,221 0 0
Eaton COM G29183103 12,897 173,935 SH   SOLE   173,935 0 0
Enbridge COM 29250N105 17,804 425,524 SH   SOLE   425,524 0 0
Enstar Group COM G3075P101 350 1,829 SH   SOLE   1,829 0 0
Erie Indemnity Co COM 29530P102 1,186 9,665 SH   SOLE   9,665 0 0
Everest Re Group COM G3223R108 425 1,816 SH   SOLE   1,816 0 0
Facebook Inc-A COM 30303M102 25,495 179,476 SH   SOLE   179,476 0 0
Fiserv COM 337738108 22,697 196,835 SH   SOLE   196,835 0 0
Gannett COM 36473H104 8,757 1,045,000 SH   SOLE   1,045,000 0 0
General Electric COM 369604103 16,354 548,802 SH   SOLE   548,802 0 0
General Motors COM 37045V100 736 20,810 SH   SOLE   20,810 0 0
Genl Dynamics Corp COM 369550108 9,185 49,066 SH   SOLE   49,066 0 0
Genmab ADR COM 372303206 458 4,731 SH   SOLE   4,731 0 0
Gilead Sciences COM 375558103 11,346 167,050 SH   SOLE   167,050 0 0
HD Supply COM 40416M105 544 13,223 SH   SOLE   13,223 0 0
HP INC COM 40434L105 10,227 572,000 SH   SOLE   572,000 0 0
Halozyme Therapeutics COM 40637H109 399 30,786 SH   SOLE   30,786 0 0
Hanesbrands COM 410345102 11,584 558,012 SH   SOLE   558,012 0 0
Hewlett Packard Enterprise COM 42824C109 12,824 541,100 SH   SOLE   541,100 0 0
Hexcel COM 428291108 784 14,372 SH   SOLE   14,372 0 0
ICFI International COM 44925C103 321 7,778 SH   SOLE   7,778 0 0
IPG Photonics COM 44980X109 586 4,853 SH   SOLE   4,853 0 0
Incyte COM 45337C102 15,948 119,311 SH   SOLE   119,311 0 0
Intel COM 458140100 9,691 268,664 SH   SOLE   268,664 0 0
Intl Business Machines COM 459200101 15,913 91,382 SH   SOLE   91,382 0 0
Jack Henry & Associates COM 426281101 681 7,311 SH   SOLE   7,311 0 0
Johnson & Johnson COM 478160104 14,215 114,132 SH   SOLE   114,132 0 0
KBR, Inc. COM 48242W106 7,545 502,000 SH   SOLE   502,000 0 0
Kroger COM 501044101 291 9,856 SH   SOLE   9,856 0 0
LKQ Corporation COM 501889208 20,145 688,239 SH   SOLE   688,239 0 0
LabCorp COM 50540R409 407 2,835 SH   SOLE   2,835 0 0
Lockheed Martin COM 539830109 1,622 6,060 SH   SOLE   6,060 0 0
Loews COM 540424108 15,205 325,101 SH   SOLE   325,101 0 0
LyondellBasell Industries COM N53745100 915 10,030 SH   SOLE   10,030 0 0
MGM Growth Properties COM 55303A105 686 25,375 SH   SOLE   25,375 0 0
Manhattan Associates COM 562750109 595 11,426 SH   SOLE   11,426 0 0
Marsh & McLennan COM 571748102 14,158 191,615 SH   SOLE   191,615 0 0
Merck COM 58933Y105 1,168 18,384 SH   SOLE   18,384 0 0
Mettler Toledo COM 592688105 692 1,445 SH   SOLE   1,445 0 0
Microsoft COM 594918104 1,163 17,658 SH   SOLE   17,658 0 0
Middleby COM 596278101 598 4,382 SH   SOLE   4,382 0 0
NVR Inc. COM 62944T105 415 197 SH   SOLE   197 0 0
Nielsen Holdings COM G6518L108 393 9,506 SH   SOLE   9,506 0 0
Nike COM 654106103 14,657 262,994 SH   SOLE   262,994 0 0
O'Reilly Automotive COM 67103H107 531 1,966 SH   SOLE   1,966 0 0
Omnicell COM 68213N109 757 18,622 SH   SOLE   18,622 0 0
OneBeacon Insurance COM G67742109 580 36,250 SH   SOLE   36,250 0 0
Philip Morris COM 718172109 1,311 11,608 SH   SOLE   11,608 0 0
Phillips 66 COM 718546104 584 7,370 SH   SOLE   7,370 0 0
Plains GP Holdings COM 72651A207 300 9,615 SH   SOLE   9,615 0 0
Prudential Financial COM 744320102 793 7,435 SH   SOLE   7,435 0 0
Qualcomm COM 747525103 725 12,650 SH   SOLE   12,650 0 0
Qualys COM 74758T303 626 16,513 SH   SOLE   16,513 0 0
Rice Energy COM 762760106 479 20,192 SH   SOLE   20,192 0 0
SBA Communications COM 78410G104 731 6,070 SH   SOLE   6,070 0 0
Schlumberger COM 806857108 380 4,860 SH   SOLE   4,860 0 0
Sherwin-Williams COM 824348106 14,408 46,448 SH   SOLE   46,448 0 0
Stanley Black & Decker Inc. COM 854502101 13,664 102,836 SH   SOLE   102,836 0 0
Tegna Inc. COM 87901J105 12,367 482,700 SH   SOLE   482,700 0 0
Tractor Supply COM 892356106 442 6,412 SH   SOLE   6,412 0 0
Tupperware Brands COM 899896104 12,050 192,130 SH   SOLE   192,130 0 0
United Technologies COM 913017109 19,101 170,226 SH   SOLE   170,226 0 0
UnitedHealth Group COM 91324P102 9,297 56,684 SH   SOLE   56,684 0 0
VMWare INC COM 928563402 6,824 74,060 SH   SOLE   74,060 0 0
Verisk Analytics COM 92345Y106 17,093 210,662 SH   SOLE   210,662 0 0
Visa COM 92826C839 23,413 263,457 SH   SOLE   263,457 0 0
Wells Fargo COM 949746101 14,784 265,608 SH   SOLE   265,608 0 0
Western Union COM 959802109 10,144 498,476 SH   SOLE   498,476 0 0