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 9,310,811 37,001 SH SOLE 0 0 37,001
ALPHABET INC CAP STK CL C 02079K107 18,948,028 53,627 SH SOLE 0 0 53,627
COSTCO WHOLESALE CORPORATION COM 22160K105 1,568,783 1,677 SH SOLE 0 0 1,677
GILDAN ACTIVEWEAR INC COM 375916103 1,179,576 22,860 SH SOLE 0 0 22,860
KLA CORP COM NEW 482480100 52,853,256 175,179 SH SOLE 0 0 175,179
MARSH & MCLENNAN COS INC COM 571748102 7,650,477 45,902 SH SOLE 0 0 45,902
MASTERCARD INCORPORATED CL A 57636Q104 27,351,273 53,254 SH SOLE 0 0 53,254
META PLATFORMS INC CL A 30303M102 7,135,623 12,668 SH SOLE 0 0 12,668
OREILLY AUTOMOTIVE INC COM 67103H107 19,611,763 212,963 SH SOLE 0 0 212,963
TJX COS INC NEW COM 872540109 33,210,731 219,213 SH SOLE 0 0 219,213
AMERICAN EXPRESS CO COM 025816109 7,756,524 22,931 SH SOLE 0 0 22,931
AMETEK INC COM 031100100 13,406,379 55,412 SH SOLE 0 0 55,412
AMGEN INC COM 031162100 22,780,607 62,909 SH SOLE 0 0 62,909
APPLE INC COM 037833100 35,229,360 121,749 SH SOLE 0 0 121,749
BROADCOM INC COM 11135F101 12,457,833 32,979 SH SOLE 0 0 32,979
CBOE GLOBAL MKTS INC COM 12503M108 1,945,728 8,018 SH SOLE 0 0 8,018
ENSIGN GROUP INC COM 29358P101 11,318,814 70,610 SH SOLE 0 0 70,610
EXPEDITORS INTL WASH INC COM 302130109 17,411,153 106,830 SH SOLE 0 0 106,830
NORTHROP GRUMMAN CORP COM 666807102 15,155,141 29,756 SH SOLE 0 0 29,756
ORACLE CORP COM 68389X105 22,307,894 152,220 SH SOLE 0 0 152,220
PACKAGING CORP AMER COM 695156109 15,776,761 66,211 SH SOLE 0 0 66,211
PEPSICO INC COM 713448108 9,502,778 70,183 SH SOLE 0 0 70,183
PRIMERICA INC COM 74164M108 4,920,616 17,314 SH SOLE 0 0 17,314
PROGRESSIVE CORP COM 743315103 16,159,665 73,974 SH SOLE 0 0 73,974
ROLLINS INC COM 775711104 13,253,125 317,516 SH SOLE 0 0 317,516
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 19,486,289 40,803 SH SOLE 0 0 40,803
VISA INC COM CL A 92826C839 6,313,969 18,403 SH SOLE 0 0 18,403
PACCAR INC COM 693718108 2,164,923 18,023 SH SOLE 0 0 18,023
SHERWIN WILLIAMS CO COM 824348106 7,418,599 21,546 SH SOLE 0 0 21,546
CASEYS GEN STORES INC COM 147528103 39,588,586 49,810 SH SOLE 0 0 49,810
CISCO SYS INC COM 17275R102 4,280,477 36,442 SH SOLE 0 0 36,442
ELI LILLY & CO COM 532457108 18,182,482 15,159 SH SOLE 0 0 15,159
EXELIXIS INC COM 30161Q104 2,621,691 48,184 SH SOLE 0 0 48,184
HUBBELL INC COM 443510607 4,973,539 9,506 SH SOLE 0 0 9,506
MICROSOFT CORP COM 594918104 20,085,341 53,845 SH SOLE 0 0 53,845
MUELLER INDS INC COM 624756102 11,979,416 97,449 SH SOLE 0 0 97,449
SEI INVTS CO COM 784117103 22,564,011 257,257 SH SOLE 0 0 257,257
AON PLC SHS CL A G0403H108 18,942,819 57,110 SH SOLE 0 0 57,110
AMPHENOL CORP CL A 032095101 45,324,819 257,060 SH SOLE 0 0 257,060
COPART INC COM 217204106 9,544,937 338,593 SH SOLE 0 0 338,593
EATON CORP PLC SHS G29183103 2,219,233 5,208 SH SOLE 0 0 5,208
GRACO INC COM 384109104 13,921,442 184,122 SH SOLE 0 0 184,122
NOVO-NORDISK A S ADR 670100205 9,811,320 204,658 SH SOLE 0 0 204,658
ALLEGION PLC ORD SHS G0176J109 4,919,960 35,020 SH SOLE 0 0 35,020
WILLIAMS SONOMA INC COM 969904101 5,836,824 25,040 SH SOLE 0 0 25,040
NETFLIX INC. COM 64110L106 4,133,632 57,894 SH SOLE 0 0 57,894
CANADIAN NATL RY CO COM 136375102 5,620,377 47,135 SH SOLE 0 0 47,135
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 25,656,240 120,537 SH SOLE 0 0 120,537
EAGLE MATLS INC COM 26969P108 567,900 2,524 SH SOLE 0 0 2,524
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 419,232 1,117 SH SOLE 0 0 1,117
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