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 43,675,034 142,213 SH SOLE NONE 142,213 0 0
ALBEMARLE CORP COM 012653101 41,074,862 241,560 SH SOLE NONE 241,560 0 0
AMERICAN EXPRESS CO COM 025816109 40,150,013 269,120 SH SOLE NONE 269,120 0 0
AMPHENOL CORP NEW CL A 032095101 50,311,606 599,019 SH SOLE NONE 599,019 0 0
ANALOG DEVICES INC COM 032654105 49,009,792 279,912 SH SOLE NONE 279,912 0 0
AON PLC CL A G0403H108 48,598,957 149,895 SH SOLE NONE 149,895 0 0
ATMOS ENERGY CORP COM 049560105 42,808,326 404,119 SH SOLE NONE 404,119 0 0
AUTOZONE INC COM 053332102 49,189,446 19,366 SH SOLE NONE 19,366 0 0
BALL CORP COM 058498106 39,058,184 784,616 SH SOLE NONE 784,616 0 0
BAXTER INTL INC COM 071813109 41,171,509 1,090,925 SH SOLE NONE 1,090,925 0 0
BECTON DICKINSON & CO COM 075887109 44,802,732 173,298 SH SOLE NONE 173,298 0 0
BOOKING HOLDINGS INC COM 09857L108 45,500,598 14,754 SH SOLE NONE 14,754 0 0
CASEYS GEN STORES INC COM 147528103 48,951,526 180,287 SH SOLE NONE 180,287 0 0
CENCORA INC COM 03073E105 46,103,995 256,176 SH SOLE NONE 256,176 0 0
CVS HEALTH CORP COM 126650100 44,898,240 643,057 SH SOLE NONE 643,057 0 0
DOLLAR GEN CORP NEW COM 256677105 28,281,186 267,308 SH SOLE NONE 267,308 0 0
ECOLAB INC COM 278865100 43,696,052 257,946 SH SOLE NONE 257,946 0 0
FEDEX CORP COM 31428X106 45,089,384 170,200 SH SOLE NONE 170,200 0 0
GLOBE LIFE INC COM 37959E102 44,996,388 413,836 SH SOLE NONE 413,836 0 0
ICON PLC COM G4705A100 43,470,513 176,530 SH SOLE NONE 176,530 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 49,008,766 627,915 SH SOLE NONE 627,915 0 0
MICROSOFT CORP COM 594918104 50,931,422 161,303 SH SOLE NONE 161,303 0 0
NIKE INC CL B 654106103 41,229,336 431,179 SH SOLE NONE 431,179 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 45,057,770 110,128 SH SOLE NONE 110,128 0 0
OTIS WORLDWIDE CORP COM 68902V107 40,009,237 498,185 SH SOLE NONE 498,185 0 0
PEPSICO INC COM 713448108 43,246,680 255,233 SH SOLE NONE 255,233 0 0
PPG INDS INC COM 693506107 40,678,801 313,396 SH SOLE NONE 313,396 0 0
STATE STR CORP COM 857477103 43,099,139 643,655 SH SOLE NONE 643,655 0 0
STRYKER CORPORATION COM 863667101 45,600,565 166,870 SH SOLE NONE 166,870 0 0
TEXAS ROADHOUSE INC COM 882681109 38,947,312 405,279 SH SOLE NONE 405,279 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 43,697,656 86,330 SH SOLE NONE 86,330 0 0
TJX COS INC NEW COM 872540109 49,198,102 553,534 SH SOLE NONE 553,534 0 0
TORO CO COM 891092108 36,118,584 434,640 SH SOLE NONE 434,640 0 0
TRACTOR SUPPLY CO COM 892356106 43,509,148 214,278 SH SOLE NONE 214,278 0 0
ULTA BEAUTY INC COM 90384S303 43,328,741 108,471 SH SOLE NONE 108,471 0 0
V F CORP COM 918204108 18,088,019 1,023,657 SH SOLE NONE 1,023,657 0 0
WOODWARD INC COM 980745103 40,658,493 327,205 SH SOLE NONE 327,205 0 0