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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 BBG001S5T7X2 2,098,311 19,963 SH   SOLE   10,113 0 9,850
ABBOTT LABS COM 002824100 BBG001S5N9M6 685,935 6,774 SH   SOLE   6,774 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 5,562,066 64,985 SH   SOLE   46,550 0 18,435
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 356,226 2,575 SH   SOLE   2,575 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 8,879,384 30,916 SH   SOLE   11,656 0 19,260
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,428,173 33,049 SH   SOLE   23,989 0 9,060
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,124,448 10,812 SH   SOLE   10,812 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 2,113,159 47,359 SH   SOLE   22,359 0 25,000
AMAZON COM INC COM 023135106 BBG001S5PQL7 5,648,414 54,685 SH   SOLE   19,273 0 35,412
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 8,875,260 53,806 SH   SOLE   16,928 0 36,878
AMETEK INC COM 031100100 BBG001S5NN54 3,735,708 25,705 SH   SOLE   17,570 0 8,135
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 4,447,448 54,423 SH   SOLE   40,348 0 14,075
ANSYS INC COM 03662Q105 BBG001S926L8 486,221 1,461 SH   SOLE   1,461 0 0
APPLE INC COM 037833100 BBG001S5N8V8 18,435,321 111,797 SH   SOLE   58,597 0 53,200
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 280,052 2,280 SH   SOLE   2,280 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 200,566 10,419 SH   SOLE   10,419 0 0
ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 2,345,515 20,875 SH   SOLE   10,350 0 10,525
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 6,530,851 29,335 SH   SOLE   235 0 29,100
AUTOZONE INC COM 053332102 BBG001S6Q5D9 3,721,639 1,514 SH   SOLE   1,204 0 310
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 806,563 28,202 SH   SOLE   28,202 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 9,493,654 38,352 SH   SOLE   13,771 0 24,581
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7,966,266 25,800 SH   SOLE   18,015 0 7,785
BLACKROCK INC COM 09247X101 BBG001SDBP55 6,455,670 9,648 SH   SOLE   2,882 0 6,766
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG001SR7MB9 2,141,388 14,610 SH   SOLE   7,310 0 7,300
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 5,001,308 23,105 SH   SOLE   17,020 0 6,085
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 6,400,070 88,289 SH   SOLE   32,881 0 55,408
CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 4,054,362 20,089 SH   SOLE   14,624 0 5,465
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 12,492,182 76,564 SH   SOLE   33,973 0 42,591
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 2,254,818 11,612 SH   SOLE   5,912 0 5,700
CISCO SYS INC COM 17275R102 BBG001S6HC62 4,642,726 88,814 SH   SOLE   11,814 0 77,000
CME GROUP INC COM 12572Q105 BBG001S86547 4,723,266 24,662 SH   SOLE   17,254 0 7,408
COCA COLA CO COM 191216100 BBG001S5SMQ8 3,214,084 51,815 SH   SOLE   6,015 0 45,800
COGNEX CORP COM 192422103 BBG001S5TC16 311,670 6,290 SH   SOLE   6,290 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 10,030,152 264,578 SH   SOLE   105,200 0 159,378
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 5,486,525 14,695 SH   SOLE   10,215 0 4,480
COPART INC COM 217204106 BBG001S7MTB1 519,852 6,912 SH   SOLE   6,912 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 433,962 6,303 SH   SOLE   6,303 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 945,544 1,903 SH   SOLE   1,903 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 4,351,222 58,555 SH   SOLE   2,545 0 56,010
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 535,585 2,125 SH   SOLE   2,125 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 2,755,607 78,912 SH   SOLE   57,577 0 21,335
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 3,328,291 24,623 SH   SOLE   19,583 0 5,040
DISNEY WALT CO COM 254687106 BBG001S5QHF3 4,131,364 41,260 SH   SOLE   3,180 0 38,080
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 4,382,619 20,824 SH   SOLE   15,034 0 5,790
DORMAN PRODS INC COM 258278100 BBG001S5S932 335,034 3,884 SH   SOLE   3,884 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 2,954,205 30,623 SH   SOLE   30,093 0 530
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 5,101,178 42,351 SH   SOLE   32,086 0 10,265
EOG RES INC COM 26875P101 BBG001S5ZB93 1,087,839 9,490 SH   SOLE   4,740 0 4,750
EQUINIX INC COM 29444U700 BBG001SKBNS9 1,333,924 1,850 SH   SOLE   915 0 935
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 2,867,391 42,714 SH   SOLE   31,869 0 10,845
EVERCORE INC CLASS A 29977A105 BBG001SC3S41 523,479 4,537 SH   SOLE   4,537 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 6,545,544 59,689 SH   SOLE   7,529 0 52,160
FEDEX CORP COM 31428X106 BBG001S5R3M5 221,407 969 SH   SOLE   969 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 4,938,055 43,688 SH   SOLE   31,103 0 12,585
FIVE BELOW INC COM 33829M101 BBG001TCDMY9 570,537 2,770 SH   SOLE   2,770 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 BBG001SHC7K8 308,052 1,461 SH   SOLE   1,461 0 0
FLOWERS FOODS INC COM 343498101 BBG001S5R7L7 2,005,645 73,172 SH   SOLE   73,172 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 820,781 12,350 SH   SOLE   10,125 0 2,225
GARTNER INC COM 366651107 BBG001S5SD60 693,890 2,130 SH   SOLE   2,130 0 0
GENERAL MLS INC COM 370334104 BBG001S5RKR2 2,342,141 27,406 SH   SOLE   27,406 0 0
GENTEX CORP COM 371901109 BBG001S5RMR8 3,764,289 134,295 SH   SOLE   98,451 0 35,844
GENUINE PARTS CO COM 372460105 BBG001S5RNH7 2,693,282 16,098 SH   SOLE   16,098 0 0
GRACO INC COM 384109104 BBG001S5RK56 401,628 5,501 SH   SOLE   5,501 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 7,006,129 196,912 SH   SOLE   70,563 0 126,349
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG001TWHGX5 4,036,532 49,196 SH   SOLE   34,236 0 14,960
HANOVER INS GROUP INC COM 410867105 BBG001S8KZF3 1,987,253 15,465 SH   SOLE   7,715 0 7,750
HF SINCLAIR CORP COM 403949100 BBG0135B2269 3,773,640 78,000 SH   SOLE   58,130 0 19,870
HOME DEPOT INC COM 437076102 BBG001S5RTW7 14,277,375 48,378 SH   SOLE   25,196 0 23,182
INTEL CORP COM 458140100 BBG001S5SF65 2,871,464 87,893 SH   SOLE   1,893 0 86,000
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 418,439 3,192 SH   SOLE   3,192 0 0
IROBOT CORP COM 462726100 BBG001SPB1K4 329,875 7,559 SH   SOLE   7,559 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 456,780 3,000 SH   SOLE   3,000 0 0
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 538,384 7,700 SH   SOLE   7,700 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 12,215,776 78,811 SH   SOLE   35,376 0 43,435
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 4,417,312 33,898 SH   SOLE   24,153 0 9,745
KELLY SVCS INC CL A 488152208 BBG001S5SKH2 716,688 43,200 SH   SOLE   43,200 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 1,652,737 12,314 SH   SOLE   12,314 0 0
LILLY ELI & CO COM 532457108 BBG001S5STL8 746,252 2,173 SH   SOLE   2,173 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 10,721,989 22,681 SH   SOLE   8,518 0 14,163
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 465,799 1,279 SH   SOLE   1,279 0 0
MASIMO CORP COM 574795100 BBG001S71GQ6 469,654 2,545 SH   SOLE   2,545 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,210,155 3,330 SH   SOLE   3,330 0 0
MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 208,025 2,500 SH   SOLE   2,500 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 296,564 225 SH   SOLE   225 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 2,632,300 24,742 SH   SOLE   24,742 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 18,299,036 63,472 SH   SOLE   33,834 0 29,638
MSCI INC COM 55354G100 BBG001SV8B05 201,488 360 SH   SOLE   360 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 5,702,800 26,900 SH   SOLE   0 0 26,900
NUCOR CORP COM 670346105 BBG001S5TRV0 200,811 1,300 SH   SOLE   1,300 0 0
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 1,847,177 19,580 SH   SOLE   19,580 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 2,906,844 31,283 SH   SOLE   28,751 0 2,532
PAYCHEX INC COM 704326107 BBG001S5V135 362,334 3,162 SH   SOLE   3,162 0 0
PEPSICO INC COM 713448108 BBG001S695T1 8,479,753 46,515 SH   SOLE   39,480 0 7,035
PFIZER INC COM 717081103 BBG001S5V466 6,895,428 169,006 SH   SOLE   52,329 0 116,677
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 2,279,151 23,436 SH   SOLE   21,605 0 1,831
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 2,371,940 18,662 SH   SOLE   11,462 0 7,200
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 6,812,678 45,818 SH   SOLE   5,218 0 40,600
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 302,942 2,428 SH   SOLE   2,428 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 428,031 3,355 SH   SOLE   3,355 0 0
RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 3,488,205 37,399 SH   SOLE   28,604 0 8,795
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 309,851 3,164 SH   SOLE   3,164 0 0
REGENCY CTRS CORP COM 758849103 BBG001S7H752 994,297 16,252 SH   SOLE   15,100 0 1,152
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 2,081,306 15,392 SH   SOLE   14,805 0 587
ROLLINS INC COM 775711104 BBG001S5VRG4 420,261 11,198 SH   SOLE   11,198 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 4,000,143 9,077 SH   SOLE   6,772 0 2,305
RPM INTL INC COM 749685103 BBG001S7X317 557,638 6,392 SH   SOLE   6,392 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 1,353,028 25,831 SH   SOLE   13,231 0 12,600
SERVICE CORP INTL COM 817565104 BBG001S5WBJ5 530,569 7,714 SH   SOLE   7,714 0 0
SMITH A O CORP COM 831865209 BBG001S5NRY3 403,490 5,835 SH   SOLE   5,835 0 0
SONOCO PRODS CO COM 835495102 BBG001S7M9F1 1,752,061 28,722 SH   SOLE   28,722 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 8,566,464 123,117 SH   SOLE   42,525 0 80,592
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 630,051 1,539 SH   SOLE   217 0 1,322
SUN CMNTYS INC COM 866674104 BBG001S7HRC0 211,320 1,500 SH   SOLE   1,500 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 609,518 3,680 SH   SOLE   3,680 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 430,613 2,315 SH   SOLE   2,315 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 833,672 10,639 SH   SOLE   10,639 0 0
TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 1,367,444 40,101 SH   SOLE   1,251 0 38,850
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 2,197,704 6,197 SH   SOLE   5,942 0 255
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 6,672,026 14,118 SH   SOLE   10,578 0 3,540
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 4,690,105 130,100 SH   SOLE   20,732 0 109,368
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 432,078 10,695 SH   SOLE   10,695 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 375,133 9,646 SH   SOLE   9,646 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 7,582,284 33,630 SH   SOLE   12,359 0 21,271
WALMART INC COM 931142103 BBG001S5XH92 10,668,959 72,356 SH   SOLE   26,476 0 45,880
WATSCO INC COM 942622200 BBG001S82CQ2 9,303,953 29,243 SH   SOLE   10,272 0 18,971
WD 40 CO COM 929236107 BBG001S5XD46 349,896 1,965 SH   SOLE   1,965 0 0