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 |
| AFLAC INC | COM | 001055102 | 1,560,703 | 14,799 | SH | SOLE | 14,799 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 1,463,356 | 16,072 | SH | SOLE | 16,072 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 4,454,614 | 330,952 | SH | SOLE | 330,952 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 3,983,143 | 14,450 | SH | SOLE | 14,450 | 0 | 0 | ||
| CBIZ INC | COM | 124805102 | 5,526,618 | 77,069 | SH | SOLE | 77,069 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 4,066,087 | 82,863 | SH | SOLE | 82,863 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 4,188,243 | 21,202 | SH | SOLE | 21,202 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 4,505,279 | 4,331 | SH | SOLE | 4,331 | 0 | 0 | ||
| HUBBELL INC | COM | 443510607 | 4,724,487 | 11,568 | SH | SOLE | 11,568 | 0 | 0 | ||
| MARSH & MCLENNAN COS INC | COM | 571748102 | 3,905,785 | 17,864 | SH | SOLE | 17,864 | 0 | 0 | ||
| MUELLER INDS INC | COM | 624756102 | 4,923,325 | 61,952 | SH | SOLE | 61,952 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 1,434,373 | 5,375 | SH | SOLE | 5,375 | 0 | 0 | ||
| RELIANCE INC | COM | 759509102 | 3,720,657 | 11,853 | SH | SOLE | 11,853 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 4,103,152 | 11,950 | SH | SOLE | 11,950 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 5,748,681 | 11,213 | SH | SOLE | 11,213 | 0 | 0 | ||