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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC COM 00B4BNMY3   33,326 96,149 SH   SOLE NONE 96,149 0 0
ALBEMARLE CORP COM 012653101   31,920 241,560 SH   SOLE NONE 241,560 0 0
AMERICAN EXPRESS CO COM 025816109   37,969 166,757 SH   SOLE NONE 166,757 0 0
CENCORA INC COM 03073E105   37,371 153,798 SH   SOLE NONE 153,798 0 0
AMPHENOL CORP COM 032095101   47,268 408,996 SH   SOLE NONE 408,996 0 0
ANALOG DEVICES INC COM 032654105   43,663 220,755 SH   SOLE NONE 220,755 0 0
AON PLC COM 00BLP1HW5   37,965 113,764 SH   SOLE NONE 113,764 0 0
ATMOS ENERGY CORP COM 049560105   36,746 309,128 SH   SOLE NONE 309,128 0 0
AUTOZONE INC COM 053332102   41,198 13,072 SH   SOLE NONE 13,072 0 0
BALL CORP COM 058498106   39,115 580,681 SH   SOLE NONE 580,681 0 0
BAXTER INTERNATIONAL COM 071813109   37,416 869,536 SH   SOLE NONE 869,536 0 0
BECTON DICKINSON AND COM 075887109   35,802 144,683 SH   SOLE NONE 144,683 0 0
BOOKING HOLDINGS INC COM 09857L108   33,870 9,336 SH   SOLE NONE 9,336 0 0
CASEY'S GENERAL STOR COM 147528103   39,446 123,870 SH   SOLE NONE 123,870 0 0
CVS HEALTH CORP COM 126650100   373 4,672 SH   SOLE NONE 4,672 0 0
CDW CORP DE COM 12514G108   44,711 174,802 SH   SOLE NONE 174,802 0 0
DOLLAR GENERAL CORP COM 256677105   40,151 257,278 SH   SOLE NONE 257,278 0 0
ECOLAB INC COM 278865100   40,152 173,466 SH   SOLE NONE 173,466 0 0
FEDEX CORP COM 31428X106   41,989 144,326 SH   SOLE NONE 144,326 0 0
GLOBAL LIFE CORP COM 37959E102   32,580 279,970 SH   SOLE NONE 279,970 0 0
ICON PLC COM 000571120   42,670 127,014 SH   SOLE NONE 127,014 0 0
MICROCHIP TECHNOLOGY COM 595017104   45,804 510,579 SH   SOLE NONE 510,579 0 0
MICROSOFT CORP COM 594918104   43,462 103,305 SH   SOLE NONE 103,305 0 0
NIKE INC CL B 654106103   30,985 328,407 SH   SOLE NONE 328,407 0 0
OLD DOMINION FREIGHT COM 679580100   36,153 164,848 SH   SOLE NONE 164,848 0 0
OTIS WORLDWIDE CORP COM 68902V107   38,332 386,140 SH   SOLE NONE 386,140 0 0
PEPSICO INC COM 713448108   36,401 206,500 SH   SOLE NONE 206,500 0 0
PPG INDUSTRIES INC COM 693506107   36,217 249,942 SH   SOLE NONE 249,942 0 0
STATE STREET BK COM 857477103   37,245 477,447 SH   SOLE NONE 477,447 0 0
STRYKER CORP COM 863667101   37,210 103,745 SH   SOLE NONE 103,745 0 0
TEXAS ROADHOUSE INC COM 882681109   40,808 264,178 SH   SOLE NONE 264,178 0 0
THERMO FISHER SCIENT COM 883556102   37,444 64,381 SH   SOLE NONE 64,381 0 0
TJX COS INC THE COM 872540109   36,550 360,383 SH   SOLE NONE 360,383 0 0
TORO CO THE COM 891092108   33,134 360,191 SH   SOLE NONE 360,191 0 0
TRACTOR SUPPLY CO COM 892356106   39,168 149,656 SH   SOLE NONE 149,656 0 0
ULTA BEAUTY INC COM 90384S303   35,183 67,287 SH   SOLE NONE 67,287 0 0
WOODWARD INC COM 980745103   39,501 256,302 SH   SOLE NONE 256,302 0 0