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 CL A G1151C101 28,727,769 94,683 SH SOLE NONE 94,683 0 0
ALBEMARLE CORP COM 012653101 22,718,763 237,843 SH SOLE NONE 237,843 0 0
AMERICAN EXPRESS CO COM 025816109 37,800,538 163,250 SH SOLE NONE 163,250 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 21,311,400 165,000 SH SOLE NONE 165,000 0 0
AMPHENOL CORP NEW CL A 032095101 56,770,004 842,660 SH SOLE NONE 842,660 0 0
ANALOG DEVICES INC COM 032654105 56,222,949 246,311 SH SOLE NONE 246,311 0 0
AON PLC CL A G0403H108 33,398,835 113,764 SH SOLE NONE 113,764 0 0
ATMOS ENERGY CORP COM 049560105 35,508,493 304,402 SH SOLE NONE 304,402 0 0
AUTOZONE INC COM 053332102 38,011,618 12,824 SH SOLE NONE 12,824 0 0
BALL CORP COM 058498106 34,852,474 580,681 SH SOLE NONE 580,681 0 0
BAXTER INTL INC COM 071813109 28,638,920 856,171 SH SOLE NONE 856,171 0 0
BECTON DICKINSON & CO COM 075887109 33,296,430 142,469 SH SOLE NONE 142,469 0 0
BOOKING HOLDINGS INC COM 09857L108 36,283,378 9,159 SH SOLE NONE 9,159 0 0
CASEYS GEN STORES INC COM 147528103 47,078,017 123,383 SH SOLE NONE 123,383 0 0
CDW CORP COM 12514G108 39,565,063 176,756 SH SOLE NONE 176,756 0 0
CENCORA INC COM 03073E105 34,549,530 153,349 SH SOLE NONE 153,349 0 0
DOLLAR GEN CORP NEW COM 256677105 33,496,636 253,321 SH SOLE NONE 253,321 0 0
ECOLAB INC COM 278865100 41,284,908 173,466 SH SOLE NONE 173,466 0 0
FEDEX CORP COM 31428X106 43,204,545 144,092 SH SOLE NONE 144,092 0 0
ICON PLC COM G4705A100 39,066,512 124,626 SH SOLE NONE 124,626 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 46,584,938 509,125 SH SOLE NONE 509,125 0 0
MICROSOFT CORP COM 594918104 60,359,257 135,047 SH SOLE NONE 135,047 0 0
NIKE INC CL B 654106103 24,373,151 323,380 SH SOLE NONE 323,380 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 28,668,714 162,337 SH SOLE NONE 162,337 0 0
OTIS WORLDWIDE CORP COM 68902V107 36,549,826 379,699 SH SOLE NONE 379,699 0 0
PEPSICO INC COM 713448108 33,537,196 203,342 SH SOLE NONE 203,342 0 0
PPG INDS INC COM 693506107 30,983,795 246,118 SH SOLE NONE 246,118 0 0
STATE STR CORP COM 857477103 34,789,398 470,127 SH SOLE NONE 470,127 0 0
STRYKER CORPORATION COM 863667101 34,650,380 101,838 SH SOLE NONE 101,838 0 0
TEXAS ROADHOUSE INC COM 882681109 45,065,633 262,452 SH SOLE NONE 262,452 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 35,602,693 64,381 SH SOLE NONE 64,381 0 0
TJX COS INC NEW COM 872540109 38,959,325 353,854 SH SOLE NONE 353,854 0 0
TORO CO COM 891092108 33,163,509 354,652 SH SOLE NONE 354,652 0 0
TRACTOR SUPPLY CO COM 892356106 39,597,660 146,658 SH SOLE NONE 146,658 0 0
ULTA BEAUTY INC COM 90384S303 25,568,132 66,261 SH SOLE NONE 66,261 0 0
WOODWARD INC COM 980745103 43,799,199 251,171 SH SOLE NONE 251,171 0 0