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
3M CO COM 88579Y101 64,044 378,283 SH   SOLE NONE 378,283 0 0
ACCENTURE PLC COM 00B4BNMY3 65,586 590,597 SH   SOLE NONE 590,597 0 0
ALBEMARLE CORP COM 012653101 82,080 1,002,135 SH   SOLE NONE 1,002,135 0 0
AMERISOURCEBERGEN CO COM 03073E105 42,925 579,040 SH   SOLE NONE 579,040 0 0
AMPHENOL CORP COM 032095101 69,992 1,095,920 SH   SOLE NONE 1,095,920 0 0
ANALOG DEVICES INC COM 032654105 67,870 985,766 SH   SOLE NONE 985,766 0 0
AON PLC COM 00B5BT0K0 59,478 562,491 SH   SOLE NONE 562,491 0 0
ATMOS ENERGY CORP COM 049560105 30,339 431,565 SH   SOLE NONE 431,565 0 0
AUTOZONE INC COM 053332102 61,155 81,671 SH   SOLE NONE 81,671 0 0
BALL CORP COM 058498106 60,776 853,910 SH   SOLE NONE 853,910 0 0
BECTON DICKINSON AND COM 075887109 63,991 407,699 SH   SOLE NONE 407,699 0 0
CASEY'S GENERAL STOR COM 147528103 27,265 241,903 SH   SOLE NONE 241,903 0 0
COLGATE-PALMOLIVE CO COM 194162103 55,229 890,176 SH   SOLE NONE 890,176 0 0
COMCAST CORP COM 20030N101 59,113 899,382 SH   SOLE NONE 899,382 0 0
CVS HEALTH CORP COM 126650100 47,957 641,018 SH   SOLE NONE 641,018 0 0
ECOLAB INC COM 278865100 59,804 536,395 SH   SOLE NONE 536,395 0 0
FEDEX CORP COM 31428X106 67,484 381,437 SH   SOLE NONE 381,437 0 0
FLIR SYSTEMS INC COM 302445101 56,542 1,647,901 SH   SOLE NONE 1,647,901 0 0
FLOWSERVE CORP COM 34354P105 59,123 1,292,702 SH   SOLE NONE 1,292,702 0 0
ICON PLC COM 000571120 49,656 696,476 SH   SOLE NONE 696,476 0 0
METLIFE INC COM 59156R108 59,946 1,173,276 SH   SOLE NONE 1,173,276 0 0
MICROCHIP TECHNOLOGY COM 595017104 77,753 1,278,409 SH   SOLE NONE 1,278,409 0 0
NIKE INC CL B 654106103 47,698 986,215 SH   SOLE NONE 986,215 0 0
OLD DOMINION FREIGHT COM 679580100 75,833 932,329 SH   SOLE NONE 932,329 0 0
PEPSICO INC COM 713448108 59,620 596,651 SH   SOLE NONE 596,651 0 0
PPG INDUSTRIES INC COM 693506107 58,078 646,456 SH   SOLE NONE 646,456 0 0
STATE STREET BK COM 857477103 62,224 840,348 SH   SOLE NONE 840,348 0 0
THERMO FISHER SCIENT COM 883556102 57,961 432,801 SH   SOLE NONE 432,801 0 0
TJX COS INC THE COM 872540109 61,723 866,531 SH   SOLE NONE 866,531 0 0
TORCHMARK CORP COM 891027104 63,571 909,043 SH   SOLE NONE 909,043 0 0
VALSPAR CORP THE COM 920355104 69,488 707,391 SH   SOLE NONE 707,391 0 0
VF CORP COM 918204108 43,024 850,601 SH   SOLE NONE 850,601 0 0
WALT DISNEY CO THE COM DISNEY 254687106 57,446 576,990 SH   SOLE NONE 576,990 0 0
WW GRAINGER INC COM 384802104 54,072 245,564 SH   SOLE NONE 245,564 0 0
YUM! BRANDS INC COM 988498101 39,583 659,249 SH   SOLE NONE 659,249 0 0