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
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
Becton Dickinson & Co Common 075887109 35,919 146,100 SH   SOLE   146,100 0 0
Charter Communications Inc CL A 16119P108 66,084 90,900 SH   SOLE   90,900 0 0
Ecolab Inc Common 278865100 22,840 109,500 SH   SOLE   109,500 0 0
Fastenal Co Common 311900104 46,425 900,056 SH   SOLE   900,056 0 0
Microsoft Corp Common 594918104 79,653 282,767 SH   SOLE   282,767 0 0
Oracle Corp Common 68389X105 81,327 933,500 SH   SOLE   933,500 0 0
Philip Morris Intl Inc Common 718172109 33,935 358,000 SH   SOLE   358,000 0 0
Texas Instruments Inc Common 882508104 75,703 394,000 SH   SOLE   394,000 0 0
Thermo Fisher Scientific Inc Common 883556102 57,252 100,267 SH   SOLE   100,267 0 0
US Ecology Inc Common 91734M103 1,970 60,991 SH   SOLE   60,991 0 0
Watsco Inc Common 942622200 71,128 268,784 SH   SOLE   268,784 0 0