Security
Description
Shares
Value
Copart,
Inc.
(a)
.........................................................
27,837
$
1,199,496
CoStar
Group,
Inc.
(a)
....................................................
12,034
925,294
CSX
Corp.
............................................................
41,075
1,263,056
Cummins,
Inc.
.........................................................
4,618
1,055,028
Deere
&
Co.
..........................................................
2,373
895,523
Delta
Air
Lines,
Inc.
.....................................................
20,680
765,160
Dover
Corp.
...........................................................
7,471
1,042,279
Eaton
Corp.
PLC
.......................................................
4,443
947,603
EMCOR
Group,
Inc.
....................................................
4,298
904,256
Equifax,
Inc.
..........................................................
4,620
846,292
Expeditors
International
of
Washington,
Inc.
....................................
9,493
1,088,183
Fastenal
Co.
...........................................................
21,309
1,164,324
FedEx
Corp.
..........................................................
3,929
1,040,871
Fortive
Corp.
..........................................................
15,318
1,135,983
General
Dynamics
Corp.
..................................................
7,360
1,626,339
General
Electric
Co.
.....................................................
9,466
1,046,466
Graco,
Inc.
...........................................................
12,860
937,237
HEICO
Corp.
..........................................................
6,331
1,025,179
Honeywell
International,
Inc.
..............................................
7,490
1,383,703
Howmet
Aerospace,
Inc.
..................................................
23,934
1,106,947
Hubbell,
Inc.
..........................................................
2,886
904,501
IDEX
Corp.
...........................................................
5,520
1,148,270
Illinois
Tool
Works,
Inc.
..................................................
4,960
1,142,338
Ingersoll
Rand,
Inc.
.....................................................
15,405
981,607
J.B.
Hunt
Transport
Services,
Inc.
...........................................
5,618
1,059,105
Jack
Henry
&
Associates,
Inc.
..............................................
5,890
890,215
Jacobs
Solutions,
Inc.
....................................................
9,269
1,265,218
Johnson
Controls
International
PLC
..........................................
17,029
906,113
L3Harris
Technologies,
Inc.
...............................................
7,265
1,264,982
Leidos
Holdings,
Inc.
....................................................
10,174
937,636
Lennox
International,
Inc.
.................................................
2,413
903,524
Lincoln
Electric
Holdings,
Inc.
.............................................
5,764
1,047,838
Lockheed
Martin
Corp.
...................................................
3,781
1,546,278
Masco
Corp.
..........................................................
16,630
888,873
Nordson
Corp.
.........................................................
4,146
925,263
Norfolk
Southern
Corp.
..................................................
6,219
1,224,708
Northrop
Grumman
Corp.
.................................................
3,123
1,374,713
Old
Dominion
Freight
Line,
Inc.
............................................
1,852
757,727
Otis
Worldwide
Corp.
....................................................
15,860
1,273,717
Owens
Corning
........................................................
6,829
931,544
PACCAR,
Inc.
.........................................................
13,278
1,128,895
Parker-Hannifin
Corp.
...................................................
2,417
941,470
Paychex,
Inc.
..........................................................
9,729
1,122,046
Paycom
Software,
Inc.
...................................................
2,359
611,618
Paylocity
Holding
Corp.
(a)
................................................
3,681
668,838
Quanta
Services,
Inc.
....................................................
5,312
993,716
Regal
Rexnord
Corp.
....................................................
5,090
727,259
Republic
Services,
Inc.
...................................................
11,213
1,597,965
Rockwell
Automation,
Inc.
................................................
3,070
877,621
Rollins,
Inc.
...........................................................
33,881
1,264,778
RTX
Corp.
............................................................
14,299
1,029,099
Saia,
Inc.
(a)
...........................................................
1,506
600,367
Snap-on,
Inc.
..........................................................
4,355
1,110,786
Southwest
Airlines
Co.
...................................................
26,747
724,041
SS&C
Technologies
Holdings,
Inc.
..........................................
19,649
1,032,358
Stanley
Black
&
Decker,
Inc.
..............................................
8,014
669,810
Textron,
Inc.
..........................................................
13,826
1,080,364
The
Toro
Co.
..........................................................
10,976
912,106
Trane
Technologies
PLC
..................................................
5,393
1,094,294
TransDigm
Group,
Inc.
(a)
.................................................
1,373
1,157,617
TransUnion
...........................................................
10,731
770,378
U-Haul
Holding
Co.
.....................................................
13,117
687,200
Union
Pacific
Corp.
.....................................................
4,793
975,999
United
Airlines
Holdings,
Inc.
(a)
............................................
14,430
610,389