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 33,468,547 94,683 SH SOLE NONE 94,683 0 0
AMERICAN EXPRESS CO COM 025816109 54,288,545 200,179 SH SOLE NONE 200,179 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 31,245,931 213,662 SH SOLE NONE 213,662 0 0
AMPHENOL CORP NEW CL A 032095101 68,136,965 1,045,687 SH SOLE NONE 1,045,687 0 0
ANALOG DEVICES INC COM 032654105 70,496,928 306,282 SH SOLE NONE 306,282 0 0
AON PLC CL A G0403H108 34,105,618 98,574 SH SOLE NONE 98,574 0 0
ATMOS ENERGY CORP COM 049560105 32,487,824 234,214 SH SOLE NONE 234,214 0 0
AUTOZONE INC COM 053332102 35,923,056 11,404 SH SOLE NONE 11,404 0 0
BALL CORP COM 058498106 31,585,416 465,107 SH SOLE NONE 465,107 0 0
BAXTER INTL INC COM 071813109 27,736,022 730,472 SH SOLE NONE 730,472 0 0
BECTON DICKINSON & CO COM 075887109 29,680,374 123,104 SH SOLE NONE 123,104 0 0
BOOKING HOLDINGS INC COM 09857L108 48,826,895 11,592 SH SOLE NONE 11,592 0 0
CASEYS GEN STORES INC COM 147528103 45,646,135 121,493 SH SOLE NONE 121,493 0 0
CDW CORP COM 12514G108 39,999,883 176,756 SH SOLE NONE 176,756 0 0
CENCORA INC COM 03073E105 29,711,685 132,005 SH SOLE NONE 132,005 0 0
DOLLAR GEN CORP NEW COM 256677105 18,314,395 216,559 SH SOLE NONE 216,559 0 0
ECOLAB INC COM 278865100 53,033,062 207,704 SH SOLE NONE 207,704 0 0
FEDEX CORP COM 31428X106 34,562,500 126,288 SH SOLE NONE 126,288 0 0
ICON PLC COM G4705A100 43,893,498 152,774 SH SOLE NONE 152,774 0 0
LENNOX INTL INC COM 526107107 12,085,800 20,000 SH SOLE NONE 20,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 49,696,459 618,962 SH SOLE NONE 618,962 0 0
MICROSOFT CORP COM 594918104 139,867,724 325,047 SH SOLE NONE 325,047 0 0
NIKE INC CL B 654106103 28,586,792 323,380 SH SOLE NONE 323,380 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 27,794,305 139,923 SH SOLE NONE 139,923 0 0
OTIS WORLDWIDE CORP COM 68902V107 39,465,914 379,699 SH SOLE NONE 379,699 0 0
PEPSICO INC COM 713448108 30,164,489 177,386 SH SOLE NONE 177,386 0 0
PPG INDS INC COM 693506107 32,600,790 246,118 SH SOLE NONE 246,118 0 0
STATE STR CORP COM 857477103 41,592,136 470,127 SH SOLE NONE 470,127 0 0
STRYKER CORPORATION COM 863667101 36,789,996 101,838 SH SOLE NONE 101,838 0 0
TEXAS ROADHOUSE INC COM 882681109 45,638,561 258,429 SH SOLE NONE 258,429 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 39,214,864 63,396 SH SOLE NONE 63,396 0 0
TJX COS INC NEW COM 872540109 41,591,999 353,854 SH SOLE NONE 353,854 0 0
TORO CO COM 891092108 30,758,968 354,652 SH SOLE NONE 354,652 0 0
TRACTOR SUPPLY CO COM 892356106 37,723,148 129,664 SH SOLE NONE 129,664 0 0
WOODWARD INC COM 980745103 43,078,338 251,171 SH SOLE NONE 251,171 0 0