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
ABBOTT LABORATORIES COM 002824100 14,310,152 157,705 SH DFND 1 157,705 0 0
ABBVIE INC COM 00287Y109 1,005,805 3,997 SH DFND 1 3,997 0 0
ADOBE INC COM 00724F101 3,294,466 16,069 SH DFND 1 16,069 0 0
ADVANCED MICRO DEVICES INC COM 007903107 228,879 394 SH DFND 1 394 0 0
ALLISON TRANSMISSION HOLDINGS COM 01973R101 21,993,770 195,084 SH DFND 1 195,084 0 0
ALPHABET INC COM 02079K107 3,356,282 9,499 SH DFND 1 9,499 0 0
ALPHABET INC COM 02079K305 36,020,752 100,794 SH DFND 1 100,794 0 0
AMAZON.COM INC COM 023135106 21,117,877 88,604 SH DFND 1 88,604 0 0
AMERICAN EXPRESS CO COM 025816109 201,935 597 SH DFND 1 597 0 0
APPLE INC COM 037833100 3,936,743 13,605 SH DFND 1 13,605 0 0
APPLIED MATERIALS INC COM 038222105 40,991,208 56,696 SH DFND 1 56,696 0 0
ARISTA NETWORKS INC COM 040413205 3,694,380 21,747 SH DFND 1 21,747 0 0
BALL CORP COM 058498106 29,668,454 475,456 SH DFND 1 475,456 0 0
BERKSHIRE HATHAWAY INC CL B COM CL B 084670702 22,348,418 44,662 SH DFND 1 44,662 0 0
BLACKROCK INC COM 09290D101 1,264,451 1,315 SH DFND 1 1,315 0 0
BROADCOM INC COM 11135F101 433,657 1,148 SH DFND 1 1,148 0 0
CHEVRON CORP COM 166764100 404,952 2,443 SH DFND 1 2,443 0 0
CHURCH & DWIGHT CO INC COM 171340102 534,293 5,515 SH DFND 1 5,515 0 0
COCA-COLA CO/THE COM 191216100 565,477 6,958 SH DFND 1 6,958 0 0
COHERENT CORP COM 19247G107 20,726,637 52,543 SH DFND 1 52,543 0 0
CONOCOPHILLIPS COM 20825C104 458,464 4,410 SH DFND 1 4,410 0 0
COPART INC COM 217204106 395,675 14,036 SH DFND 1 14,036 0 0
DANAHER CORP COM 235851102 22,725,216 119,305 SH DFND 1 119,305 0 0
EATON CORP PLC SHS G29183103 8,062,190 18,920 SH DFND 1 18,920 0 0
ECOLAB INC COM 278865100 9,559,945 34,313 SH DFND 1 34,313 0 0
ELI LILLY & CO COM 532457108 712,461 594 SH DFND 1 594 0 0
ENTEGRIS INC COM 29362U104 6,042,397 33,595 SH DFND 1 33,595 0 0
EPAM SYSTEMS INC COM 29414B104 5,192,902 65,443 SH DFND 1 65,443 0 0
FIRST MERCHANTS CORP COM 320817109 299,364 6,852 SH DFND 1 6,852 0 0
GENERAL ELECTRIC CO COM 369604301 247,036 661 SH DFND 1 661 0 0
GOLDMAN SACHS GROUP INC/THE COM 38141G104 396,457 392 SH DFND 1 392 0 0
HOME DEPOT INC/THE COM 437076102 5,853,077 16,596 SH DFND 1 16,596 0 0
HUBSPOT INC COM 443573100 1,987,169 10,888 SH DFND 1 10,888 0 0
INTUITIVE SURGICAL INC COM 46120E602 379,387 954 SH DFND 1 954 0 0
JOHNSON & JOHNSON COM 478160104 21,009,922 82,726 SH DFND 1 82,726 0 0
KLA CORP COM 482480100 16,858,348 55,876 SH DFND 1 55,876 0 0
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC COM 499049104 10,585,025 135,932 SH DFND 1 135,932 0 0
LINDE PLC SHS G54950103 18,967,776 36,551 SH DFND 1 36,551 0 0
MASTERCARD INC COM 57636Q104 13,522,061 26,328 SH DFND 1 26,328 0 0
MCDONALD'S CORP COM 580135101 463,041 1,713 SH DFND 1 1,713 0 0
MERCK & CO INC COM 58933Y105 18,647,534 145,117 SH DFND 1 145,117 0 0
META PLATFORMS INC COM 30303M102 1,785,066 3,169 SH DFND 1 3,169 0 0
MICROSOFT CORP COM 594918104 52,269,428 140,125 SH DFND 1 140,125 0 0
MOODY'S CORP COM 615369105 10,799,424 23,844 SH DFND 1 23,844 0 0
MOTOROLA SOLUTIONS INC COM 620076307 10,277,182 24,747 SH DFND 1 24,747 0 0
NORDSON CORP COM 655663102 5,422,878 17,975 SH DFND 1 17,975 0 0
NORFOLK SOUTHERN CORP COM 655844108 307,984 979 SH DFND 1 979 0 0
NVIDIA CORP COM 67066G104 22,426,087 112,080 SH DFND 1 112,080 0 0
PEPSICO INC COM 713448108 279,872 2,067 SH DFND 1 2,067 0 0
QUANTA SERVICES INC COM 74762E102 3,553,397 4,935 SH DFND 1 4,935 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 11,945,494 34,693 SH DFND 1 34,693 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 4,770,466 76,881 SH DFND 1 76,881 0 0
STARBUCKS CORP COM 855244109 556,118 5,442 SH DFND 1 5,442 0 0
STRYKER CORP COM 863667101 4,445,226 14,119 SH DFND 1 14,119 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR ADR 874039100 28,436,428 59,544 SH DFND 1 59,544 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,541,809 23,021 SH DFND 1 23,021 0 0
TJX COS INC/THE COM 872540109 5,753,364 37,976 SH DFND 1 37,976 0 0
TRIMBLE INC COM 896239100 5,648,276 110,361 SH DFND 1 110,361 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,923,351 13,415 SH DFND 1 13,415 0 0
UNION PACIFIC CORP COM 907818108 16,346,928 60,099 SH DFND 1 60,099 0 0
VERISK ANALYTICS INC COM 92345Y106 8,931,079 49,747 SH DFND 1 49,747 0 0
VISA INC COM 92826C839 19,127,954 55,752 SH DFND 1 55,752 0 0
WASTE MANAGEMENT INC COM 94106L109 17,326,245 77,738 SH DFND 1 77,738 0 0
WELLTOWER INC COM 95040Q104 235,141 1,036 SH DFND 1 1,036 0 0
ZEBRA TECHNOLOGIES CORP COM 989207105 4,212,423 16,001 SH DFND 1 16,001 0 0