The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 10,680,860 | 35,735 | SH | SOLE | 35,735 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 6,509,969 | 23,080 | SH | SOLE | 23,080 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 14,392,114 | 80,607 | SH | SOLE | 80,607 | 0 | 0 | ||
| AMDOCS LTD | SHS | G02602103 | 2,667,245 | 29,233 | SH | SOLE | 29,233 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 13,175,907 | 64,219 | SH | SOLE | 64,219 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | 2,431,747 | 19,083 | SH | SOLE | 19,083 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 9,912,862 | 142,878 | SH | SOLE | 142,878 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 3,211,177 | 61,061 | SH | SOLE | 61,061 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 12,680,975 | 38,721 | SH | SOLE | 38,721 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 17,496,104 | 135,713 | SH | SOLE | 135,713 | 0 | 0 | ||
| DOVER CORP | COM | 260003108 | 5,488,259 | 29,953 | SH | SOLE | 29,953 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 13,590,187 | 38,069 | SH | SOLE | 38,069 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 11,875,774 | 68,881 | SH | SOLE | 68,881 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 9,704,741 | 41,673 | SH | SOLE | 41,673 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 4,334,431 | 5,503 | SH | SOLE | 5,503 | 0 | 0 | ||
| JACOBS SOLUTIONS INC | COM | 46982L108 | 10,288,637 | 78,270 | SH | SOLE | 78,270 | 0 | 0 | ||
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 5,397,841 | 122,040 | SH | SOLE | 122,040 | 0 | 0 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 6,381,891 | 73,212 | SH | SOLE | 73,212 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 24,022,732 | 48,296 | SH | SOLE | 48,296 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 15,716,779 | 71,888 | SH | SOLE | 71,888 | 0 | 0 | ||
| PARKER-HANNIFIN CORP | COM | 701094104 | 10,412,349 | 14,907 | SH | SOLE | 14,907 | 0 | 0 | ||
| PAYCHEX INC | COM | 704326107 | 8,761,206 | 60,231 | SH | SOLE | 60,231 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,415,885 | 7,147 | SH | SOLE | 7,147 | 0 | 0 | ||
| STRYKER CORPORATION | COM | 863667101 | 7,280,897 | 18,403 | SH | SOLE | 18,403 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 4,143,014 | 10,218 | SH | SOLE | 10,218 | 0 | 0 | ||