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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 36,958,230 123,652 SH SOLE 48,322 607 74,723
ADOBE INC COM 00724F101 365,988 946 SH SOLE 946 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 438,455 3,715 SH SOLE 3,715 0 0
AIR PRODS & CHEMS INC COM 009158106 334,986 1,188 SH SOLE 1,188 0 0
ALPHABET INC CAP STK CL C 02079K107 50,882,355 286,839 SH SOLE 122,364 1,529 162,946
ALPHABET INC CAP STK CL A 02079K305 50,411,867 286,057 SH SOLE 122,110 1,529 162,418
AMAZON COM INC COM 023135106 85,929,359 391,674 SH SOLE 168,149 2,100 221,425
AMGEN INC COM 031162100 5,973,381 21,394 SH SOLE 8,833 115 12,446
APPLE INC COM 037833100 170,259,026 829,844 SH SOLE 342,405 4,106 483,333
ASML HOLDING N V N Y REGISTRY SHS N07059210 4,789,798 5,976 SH SOLE 2,498 32 3,446
AT&T INC COM 00206R102 4,618,539 159,590 SH SOLE 34,505 0 125,085
AUTOMATIC DATA PROCESSING IN COM 053015103 6,856,502 22,232 SH SOLE 5,586 0 16,646
BLACKROCK INC COM 09290D101 40,909,377 38,989 SH SOLE 15,584 184 23,221
BOEING CO COM 097023105 9,323,875 44,499 SH SOLE 18,452 240 25,807
CANADIAN NATL RY CO COM 136375102 18,564,806 178,439 SH SOLE 73,428 980 104,031
CARRIER GLOBAL CORPORATION COM 14448C104 10,938,417 149,453 SH SOLE 57,038 644 91,771
CME GROUP INC COM 12572Q105 24,146,905 87,609 SH SOLE 33,153 378 54,078
COMCAST CORP NEW CL A 20030N101 8,956,681 250,957 SH SOLE 104,781 1,366 144,810
CORTEVA INC COM 22052L104 5,678,581 76,192 SH SOLE 32,229 413 43,550
COSTCO WHSL CORP NEW COM 22160K105 68,701,821 69,400 SH SOLE 29,735 381 39,284
CUMMINS INC COM 231021106 17,875,414 54,582 SH SOLE 22,695 294 31,593
CVS HEALTH CORP COM 126650100 20,228,818 293,256 SH SOLE 122,554 1,602 169,100
D R HORTON INC COM 23331A109 24,312,333 188,584 SH SOLE 76,258 856 111,470
DEERE & CO COM 244199105 7,747,303 15,236 SH SOLE 3,500 0 11,736
DISNEY WALT CO COM 254687106 20,073,600 161,871 SH SOLE 69,289 863 91,719
DOW INC COM 260557103 1,331,320 50,277 SH SOLE 11,083 0 39,194
DUKE ENERGY CORP NEW COM NEW 26441C204 7,993,766 67,744 SH SOLE 15,739 0 52,005
DUPONT DE NEMOURS INC COM 26614N102 5,345,025 77,926 SH SOLE 32,562 422 44,942
EATON CORP PLC SHS G29183103 6,186,820 17,331 SH SOLE 3,940 0 13,391
EMERSON ELEC CO COM 291011104 4,791,637 35,938 SH SOLE 8,219 0 27,719
FISERV INC COM 337738108 35,289,741 204,685 SH SOLE 86,171 1,103 117,411
HOME DEPOT INC COM 437076102 4,856,862 13,247 SH SOLE 3,032 0 10,215
INTERNATIONAL BUSINESS MACHS COM 459200101 6,781,435 23,005 SH SOLE 5,257 0 17,748
KEYSIGHT TECHNOLOGIES INC COM 49338L103 544,015 3,320 SH SOLE 3,320 0 0
KIMBERLY-CLARK CORP COM 494368103 2,959,474 22,956 SH SOLE 5,303 0 17,653
LINDE PLC SHS G54950103 40,995,662 87,377 SH SOLE 33,632 387 53,358
LOCKHEED MARTIN CORP COM 539830109 26,237,887 56,652 SH SOLE 21,845 255 34,552
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,751,843 30,277 SH SOLE 6,617 0 23,660
MARRIOTT INTL INC NEW CL A 571903202 29,814,723 109,128 SH SOLE 45,799 593 62,736
MERCK & CO INC COM 58933Y105 2,191,162 27,680 SH SOLE 6,378 0 21,302
MICROSOFT CORP COM 594918104 13,711,239 27,566 SH SOLE 6,309 0 21,257
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 259,555 18,918 SH SOLE 18,918 0 0
NEXTERA ENERGY INC COM 65339F101 30,317,300 436,723 SH SOLE 168,610 1,965 266,148
NIKE INC CL B 654106103 21,861,261 307,732 SH SOLE 128,964 1,659 177,109
OTIS WORLDWIDE CORP COM 68902V107 7,593,384 76,686 SH SOLE 28,917 324 47,445
PALO ALTO NETWORKS INC COM 697435105 615,762 3,009 SH SOLE 3,009 0 0
PEPSICO INC COM 713448108 15,237,813 115,403 SH SOLE 43,965 501 70,937
PFIZER INC COM 717081103 1,856,220 76,577 SH SOLE 16,667 0 59,910
PHILIP MORRIS INTL INC COM 718172109 5,540,425 30,420 SH SOLE 6,519 0 23,901
POTLATCHDELTIC CORPORATION COM 737630103 2,662,403 69,388 SH SOLE 15,181 0 54,207
PROCTER AND GAMBLE CO COM 742718109 21,738,328 136,444 SH SOLE 51,138 568 84,738
ROPER TECHNOLOGIES INC COM 776696106 764,217 1,348 SH SOLE 1,348 0 0
ROSS STORES INC COM 778296103 255,679 2,004 SH SOLE 2,004 0 0
RTX CORPORATION COM 75513E101 20,575,438 140,909 SH SOLE 56,776 653 83,480
SALESFORCE INC COM 79466L302 52,065,900 190,934 SH SOLE 81,706 1,026 108,202
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 8,122,213 56,275 SH SOLE 12,539 0 43,736
STARBUCKS CORP COM 855244109 311,165 3,396 SH SOLE 3,396 0 0
TERADYNE INC COM 880770102 9,364,407 104,142 SH SOLE 43,653 567 59,922
THERMO FISHER SCIENTIFIC INC COM 883556102 13,951,647 34,410 SH SOLE 14,848 182 19,380
TJX COS INC NEW COM 872540109 24,313,497 196,886 SH SOLE 81,659 1,087 114,140
T-MOBILE US INC COM 872590104 339,401 1,424 SH SOLE 1,424 0 0
TRACTOR SUPPLY CO COM 892356106 473,699 8,977 SH SOLE 8,977 0 0
UNION PAC CORP COM 907818108 4,815,686 20,931 SH SOLE 6,620 0 14,311
VERIZON COMMUNICATIONS INC COM 92343V104 2,737,697 63,270 SH SOLE 13,718 0 49,552
WABTEC COM 929740108 502,083 2,398 SH SOLE 2,398 0 0
WALMART INC COM 931142103 7,549,577 77,210 SH SOLE 17,686 0 59,524
WASTE MGMT INC DEL COM 94106L109 6,691,125 29,242 SH SOLE 6,715 0 22,527
WELLTOWER INC COM 95040Q104 7,082,157 46,069 SH SOLE 10,572 0 35,497
WEYERHAEUSER CO MTN BE COM NEW 962166104 2,591,698 100,883 SH SOLE 23,395 0 77,488
YUM BRANDS INC COM 988498101 299,840 2,023 SH SOLE 2,023 0 0
ZOETIS INC CL A 98978V103 21,957,891 140,801 SH SOLE 58,648 776 81,377