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 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | 1,570,972 | 16,366 | SH | SOLE | 16,366 | 0 | 0 | ||
| AFLAC INC | COM | 001055102 | 559,740 | 5,102 | SH | SOLE | 5,102 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 2,454,105 | 7,929 | SH | SOLE | 7,929 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 949,156 | 281 | SH | SOLE | 281 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 2,447,250 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 994,074 | 29,942 | SH | SOLE | 29,942 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,575,100 | 8,955 | SH | SOLE | 8,955 | 0 | 0 | ||
| WW GRAINGER INC | COM | 384802104 | 2,771,748 | 2,541 | SH | SOLE | 2,541 | 0 | 0 | ||
| HUBBELL INC | COM | 443510607 | 2,937,570 | 5,986 | SH | SOLE | 5,986 | 0 | 0 | ||
| MUELLER INDS INC | COM | 624756102 | 3,389,704 | 30,593 | SH | SOLE | 30,593 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 1,140,952 | 12,360 | SH | SOLE | 12,360 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 1,322,910 | 4,127 | SH | SOLE | 4,127 | 0 | 0 | ||