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 23,529,073 118,660 SH SOLE 41,861 572 76,227
AGILENT TECHNOLOGIES INC COM 00846U101 267,072 2,343 SH SOLE 2,343 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 214,091 737 SH SOLE 737 0 0
ALPHABET INC CAP STK CL A 02079K305 77,952,108 271,081 SH SOLE 106,889 1,409 162,783
ALPHABET INC CAP STK CL C 02079K107 78,002,420 271,918 SH SOLE 107,197 1,409 163,312
AMAZON COM INC COM 023135106 77,089,266 370,141 SH SOLE 146,778 1,933 221,430
AMGEN INC COM 031162100 7,302,802 20,755 SH SOLE 7,915 108 12,732
APPLE INC COM 037833100 194,001,696 764,418 SH SOLE 293,264 3,797 467,357
ASML HLDG NV N Y REGISTRY SHS N07059210 7,380,629 5,588 SH SOLE 2,095 30 3,463
AT&T INC COM 00206R102 4,378,243 151,026 SH SOLE 21,894 0 129,132
AUTOMATIC DATA PROCESSING IN COM 053015103 4,177,389 20,560 SH SOLE 3,631 0 16,929
BLACKROCK INC COM 09290D101 35,835,337 37,262 SH SOLE 13,513 172 23,577
BOEING CO COM 097023105 8,384,338 42,126 SH SOLE 16,100 221 25,805
CANADIAN NATL RY CO COM 136375102 17,638,183 171,628 SH SOLE 64,933 918 105,777
CARRIER GLOBAL CORPORATION COM 14448C104 8,017,522 142,382 SH SOLE 48,969 600 92,813
CME GROUP INC COM 12572Q105 33,287,918 112,707 SH SOLE 39,272 508 72,927
COMCAST CORP NEW CL A 20030N101 7,028,221 244,801 SH SOLE 94,096 1,298 149,407
CORTEVA INC COM 22052L104 6,092,187 72,778 SH SOLE 28,519 382 43,877
COSTCO WHOLESALE CORPORATION COM 22160K105 65,417,183 65,652 SH SOLE 25,856 353 39,443
CUMMINS INC COM 231021106 28,250,430 52,509 SH SOLE 20,244 274 31,991
CVS HEALTH CORP COM 126650100 20,550,934 286,145 SH SOLE 110,752 1,517 173,876
D R HORTON INC COM 23331A109 24,384,174 177,701 SH SOLE 64,486 794 112,421
DEERE & CO COM 244199105 7,948,758 14,111 SH SOLE 2,263 0 11,848
DISNEY WALT CO COM 254687106 14,919,254 154,797 SH SOLE 61,285 802 92,710
DOW HLDGS INC COM 260557103 1,985,536 47,672 SH SOLE 6,979 0 40,693
DUKE ENERGY CORP NEW COM NEW 26441C204 8,324,174 63,572 SH SOLE 10,211 0 53,361
DUPONT DE NEMOURS INC COM 26614N102 3,439,811 75,105 SH SOLE 29,110 394 45,601
EATON CORP PLC SHS G29183103 5,750,310 16,077 SH SOLE 2,562 0 13,515
EMERSON ELEC CO COM 291011104 4,381,012 33,438 SH SOLE 5,382 0 28,056
HOME DEPOT INC COM 437076102 4,078,229 12,400 SH SOLE 1,990 0 10,410
INTERNATIONAL BUSINESS MACHS COM 459200101 5,220,232 21,537 SH SOLE 3,458 0 18,079
KEYSIGHT TECHNOLOGIES INC COM 49338L103 575,470 2,038 SH SOLE 2,038 0 0
KIMBERLY-CLARK CORP COM 494368103 2,097,334 21,741 SH SOLE 3,513 0 18,228
LINDE PLC SHS G54950103 41,253,074 83,212 SH SOLE 28,961 359 53,892
LOCKHEED MARTIN CORP COM 539830109 32,896,802 54,430 SH SOLE 18,966 240 35,224
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 2,381,983 29,568 SH SOLE 4,288 0 25,280
MARRIOTT INTL INC NEW CL A 571903202 34,107,158 104,281 SH SOLE 40,572 548 63,161
MERCK & CO INC COM 58933Y105 3,138,610 26,092 SH SOLE 4,214 0 21,878
MICROSOFT CORP COM 594918104 9,440,163 25,502 SH SOLE 4,122 0 21,380
MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS 606822104 203,861 12,013 SH SOLE 12,013 0 0
NEXTERA ENERGY INC COM 65339F101 39,058,847 420,530 SH SOLE 146,777 1,847 271,906
NIKE INC CL B 654106103 15,684,642 296,945 SH SOLE 115,104 1,553 180,288
OTIS WORLDWIDE CORP COM 68902V107 5,642,698 73,205 SH SOLE 24,753 302 48,150
PALO ALTO NETWORKS INC COM 697435105 297,554 1,856 SH SOLE 1,856 0 0
PEPSICO INC COM 713448108 20,173,733 129,910 SH SOLE 41,257 475 88,178
PFIZER INC COM 717081103 2,070,540 73,737 SH SOLE 10,762 0 62,975
PHILIP MORRIS INTL INC COM 718172109 5,379,934 32,539 SH SOLE 4,630 0 27,909
PROCTER & GAMBLE CO COM 742718109 20,754,751 143,691 SH SOLE 46,221 532 96,938
QNITY ELECTRONICS INC COMMON STOCK 74743L100 4,289,322 37,176 SH SOLE 14,360 193 22,623
RAYONIER INC COM 754907103 2,462,553 119,426 SH SOLE 17,355 0 102,071
ROPER TECHNOLOGIES INC COM 776696106 298,916 845 SH SOLE 845 0 0
ROSS STORES INC COM 778296103 265,181 1,224 SH SOLE 1,224 0 0
RTX CORPORATION COM 75513E101 25,768,295 133,584 SH SOLE 48,533 608 84,443
SALESFORCE INC COM 79466L302 33,848,230 181,327 SH SOLE 71,652 949 108,726
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 14,393,848 36,741 SH SOLE 5,810 0 30,931
TERADYNE INC COM 880770102 29,336,244 98,955 SH SOLE 38,393 523 60,039
THE CIGNA GROUP COM 125523100 312,098 1,170 SH SOLE 1,170 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,884,901 32,317 SH SOLE 12,724 167 19,426
TJX COS INC NEW COM 872540109 30,174,952 188,948 SH SOLE 72,823 1,009 115,116
TRACTOR SUPPLY CO COM 892356106 253,991 5,607 SH SOLE 5,607 0 0
UNION PAC CORP COM 907818108 4,559,904 18,794 SH SOLE 4,232 0 14,562
VERIZON COMMUNICATIONS INC COM 92343V104 3,056,032 60,877 SH SOLE 8,852 0 52,025
VERSANT MEDIA GROUP INC COM CL A 925283103 365,758 9,880 SH SOLE 3,916 54 5,910
WABTEC COM 929740108 368,187 1,473 SH SOLE 1,473 0 0
WALMART INC COM 931142103 8,856,858 71,266 SH SOLE 11,472 0 59,794
WASTE MGMT INC DEL COM 94106L109 6,243,662 27,172 SH SOLE 4,380 0 22,792
WELLTOWER INC COM 95040Q104 8,514,180 43,064 SH SOLE 7,147 0 35,917
WEYERHAEUSER CO COM NEW 962166104 2,319,184 94,931 SH SOLE 15,399 0 79,532
ZOETIS INC CL A 98978V103 15,973,242 135,126 SH SOLE 52,106 723 82,297