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
ABBVIE INC COM 00287Y109 9,386,303 37,301 SH SOLE 0 0 37,301
ALPHABET INC CAP STK CL C 02079K107 19,009,861 53,802 SH SOLE 0 0 53,802
COSTCO WHOLESALE CORPORATION COM 22160K105 1,568,783 1,677 SH SOLE 0 0 1,677
GILDAN ACTIVEWEAR INC COM 375916103 1,415,904 27,440 SH SOLE 0 0 27,440
KLA CORP COM NEW 482480100 53,022,214 175,739 SH SOLE 0 0 175,739
MARSH & MCLENNAN COS INC COM 571748102 7,680,644 46,083 SH SOLE 0 0 46,083
MASTERCARD INCORPORATED CL A 57636Q104 27,777,047 54,083 SH SOLE 0 0 54,083
META PLATFORMS INC CL A 30303M102 7,224,623 12,826 SH SOLE 0 0 12,826
OREILLY AUTOMOTIVE INC COM 67103H107 19,766,013 214,638 SH SOLE 0 0 214,638
TJX COS INC NEW COM 872540109 33,709,166 222,503 SH SOLE 0 0 222,503
AMERICAN EXPRESS CO COM 025816109 7,807,262 23,081 SH SOLE 0 0 23,081
AMETEK INC COM 031100100 13,457,671 55,624 SH SOLE 0 0 55,624
AMGEN INC COM 031162100 23,210,806 64,097 SH SOLE 0 0 64,097
APPLE INC COM 037833100 35,744,132 123,528 SH SOLE 0 0 123,528
BROADCOM INC COM 11135F101 12,489,942 33,064 SH SOLE 0 0 33,064
CBOE GLOBAL MKTS INC COM 12503M108 1,969,995 8,118 SH SOLE 0 0 8,118
ENSIGN GROUP INC COM 29358P101 11,556,058 72,090 SH SOLE 0 0 72,090
EXPEDITORS INTL WASH INC COM 302130109 17,411,153 106,830 SH SOLE 0 0 106,830
NORTHROP GRUMMAN CORP COM 666807102 15,206,581 29,857 SH SOLE 0 0 29,857
ORACLE CORP COM 68389X105 22,398,902 152,841 SH SOLE 0 0 152,841
PACKAGING CORP AMER COM 695156109 16,183,029 67,916 SH SOLE 0 0 67,916
PEPSICO INC COM 713448108 9,537,305 70,438 SH SOLE 0 0 70,438
PRIMERICA INC COM 74164M108 5,014,402 17,644 SH SOLE 0 0 17,644
PROGRESSIVE CORP COM 743315103 16,159,665 73,974 SH SOLE 0 0 73,974
ROLLINS INC COM 775711104 13,302,587 318,701 SH SOLE 0 0 318,701
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 19,761,847 41,380 SH SOLE 0 0 41,380
VISA INC COM CL A 92826C839 6,313,969 18,403 SH SOLE 0 0 18,403
PACCAR INC COM 693718108 2,190,148 18,233 SH SOLE 0 0 18,233
SHERWIN WILLIAMS CO COM 824348106 7,470,247 21,696 SH SOLE 0 0 21,696
CASEYS GEN STORES INC COM 147528103 40,085,330 50,435 SH SOLE 0 0 50,435
CISCO SYS INC COM 17275R102 4,350,366 37,037 SH SOLE 0 0 37,037
ELI LILLY & CO COM 532457108 18,248,451 15,214 SH SOLE 0 0 15,214
EXELIXIS INC COM 30161Q104 2,657,874 48,849 SH SOLE 0 0 48,849
HUBBELL INC COM 443510607 5,159,275 9,861 SH SOLE 0 0 9,861
MICROSOFT CORP COM 594918104 20,614,283 55,263 SH SOLE 0 0 55,263
MUELLER INDS INC COM 624756102 11,979,416 97,449 SH SOLE 0 0 97,449
SEI INVTS CO COM 784117103 22,942,831 261,576 SH SOLE 0 0 261,576
AON PLC SHS CL A G0403H108 19,401,546 58,493 SH SOLE 0 0 58,493
AMPHENOL CORP CL A 032095101 45,956,045 260,640 SH SOLE 0 0 260,640
COPART INC COM 217204106 9,590,774 340,219 SH SOLE 0 0 340,219
EATON CORP PLC SHS G29183103 2,308,718 5,418 SH SOLE 0 0 5,418
GRACO INC COM 384109104 14,312,497 189,294 SH SOLE 0 0 189,294
NOVO-NORDISK A S ADR 670100205 10,023,695 209,088 SH SOLE 0 0 209,088
ALLEGION PLC ORD SHS G0176J109 4,919,960 35,020 SH SOLE 0 0 35,020
WILLIAMS SONOMA INC COM 969904101 5,911,416 25,360 SH SOLE 0 0 25,360
NETFLIX INC. COM 64110L106 4,160,764 58,274 SH SOLE 0 0 58,274
CANADIAN NATL RY CO COM 136375102 5,870,781 49,235 SH SOLE 0 0 49,235
ITURAN LOCATION AND CONTROL SHS M6158M104 3,285,022 53,844 SH SOLE 0 0 53,844
LAUREATE ED INC COMMON STOCK 518613203 2,376,018 65,419 SH SOLE 0 0 65,419
NVIDIA CORPORATION COM 67066G104 1,944,275 9,717 SH SOLE 0 0 9,717
ROSS STORES INC COM 778296103 25,785,653 121,145 SH SOLE 0 0 121,145
EAGLE MATLS INC COM 26969P108 689,400 3,064 SH SOLE 0 0 3,064
SERVICE CORP INTL COM 817565104 3,143,681 41,386 SH SOLE 0 0 41,386
EBAY INC. COM 278642103 2,086,149 18,668 SH SOLE 0 0 18,668
TE CONNECTIVITY PLC ORD SHS G87052109 252,013 1,250 SH SOLE 0 0 1,250
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,627,924 21,118 SH SOLE 0 0 21,118
TORO CO COM 891092108 2,232,379 22,915 SH SOLE 0 0 22,915
METTLER TOLEDO INTERNATIONAL COM 592688105 1,674,816 1,311 SH SOLE 0 0 1,311
CATERPILLAR INC COM 149123101 591,020 555 SH SOLE 0 0 555
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 2,769,550 2,870 SH SOLE 0 0 2,870
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 800,084 20,658 SH SOLE 0 0 20,658
CBRE GROUP INC CL A 12504L109 2,160,966 16,044 SH SOLE 0 0 16,044
CADENCE DESIGN SYSTEM INC COM 127387108 507,057 1,351 SH SOLE 0 0 1,351
AMAZON COM INC COM 023135106 360,847 1,514 SH SOLE 0 0 1,514
NEWMARKET CORP COM 651587107 1,137,803 1,438 SH SOLE 0 0 1,438
STRYKER CORPORATION COM 863667101 6,839,269 21,723 SH SOLE 0 0 21,723
LOWES COS INC COM 548661107 532,263 2,414 SH SOLE 0 0 2,414
KIMBERLY-CLARK CORP COM 494368103 281,231 2,562 SH SOLE 0 0 2,562