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

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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
ADOBE INC COM 00724F101   6,430,155 10,778 SH   SOLE   0 0 10,778
AMAZON COM INC COM 023135106   7,546,708 49,669 SH   SOLE   0 0 49,669
APPLE INC COM 037833100   8,026,191 41,688 SH   SOLE   0 0 41,688
APPLIED MATLS INC COM 038222105   6,093,832 37,600 SH   SOLE   0 0 37,600
APTIV PLC SHS G6095L109   4,618,158 51,473 SH   SOLE   0 0 51,473
AVERY DENNISON CORP COM 053611109   6,128,683 30,316 SH   SOLE   0 0 30,316
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   6,162,007 29,949 SH   SOLE   0 0 29,949
CAPITAL ONE FINL CORP COM 14040H105   6,578,815 50,174 SH   SOLE   0 0 50,174
CINTAS CORP COM 172908105   6,867,913 11,396 SH   SOLE   0 0 11,396
DANAHER CORPORATION COM 235851102   4,656,643 20,129 SH   SOLE   0 0 20,129
DOW INC COM 260557103   4,453,282 81,205 SH   SOLE   0 0 81,205
FISERV INC COM 337738108   6,335,140 47,690 SH   SOLE   0 0 47,690
FORTINET INC COM 34959E109   6,270,612 107,135 SH   SOLE   0 0 107,135
FORTIVE CORP COM 34959J108   5,175,085 70,285 SH   SOLE   0 0 70,285
HOME DEPOT INC COM 437076102   5,744,413 16,576 SH   SOLE   0 0 16,576
HONEYWELL INTL INC COM 438516106   5,949,892 28,372 SH   SOLE   0 0 28,372
JPMORGAN CHASE & CO COM 46625H100   5,669,263 33,329 SH   SOLE   0 0 33,329
KROGER CO COM 501044101   4,773,084 104,421 SH   SOLE   0 0 104,421
MARRIOTT INTL INC NEW CL A 571903202   517,771 2,296 SH   SOLE   0 0 2,296
MICROSOFT CORP COM 594918104   7,067,672 18,795 SH   SOLE   0 0 18,795
NVIDIA CORPORATION COM 67066G104   1,451,985 2,932 SH   SOLE   0 0 2,932
PAYCHEX INC COM 704326107   5,963,599 50,068 SH   SOLE   0 0 50,068
RAYMOND JAMES FINL INC COM 754730109   6,969,642 62,508 SH   SOLE   0 0 62,508
STARBUCKS CORP COM 855244109   4,271,869 44,494 SH   SOLE   0 0 44,494
STERICYCLE INC COM 858912108   378,044 7,628 SH   SOLE   0 0 7,628
TEXAS INSTRS INC COM 882508104   4,555,714 26,726 SH   SOLE   0 0 26,726
TRAVELERS COMPANIES INC COM 89417E109   6,914,406 36,298 SH   SOLE   0 0 36,298
UNITEDHEALTH GROUP INC COM 91324P102   524,891 997 SH   SOLE   0 0 997
VERALTO CORP COM SHS 92338C103   545,466 6,631 SH   SOLE   0 0 6,631
VULCAN MATLS CO COM 929160109   5,527,012 24,347 SH   SOLE   0 0 24,347
WASTE MGMT INC DEL COM 94106L109   7,068,361 39,466 SH   SOLE   0 0 39,466
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   6,393,735 23,392 SH   SOLE   0 0 23,392