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 SHS CLASS A g1151c101   13,374,783 43,343 SH   SOLE   43,000 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079k305   11,060,879 92,405 SH   SOLE   91,915 0 0
AMDOCS LTD ORD GBP0.01 SHS g02602103   3,240,402 32,781 SH   SOLE   32,536 0 0
APPLE INC COM 037833100   15,191,924 78,321 SH   SOLE   78,119 0 0
ARROW ELECTRS INC COM 042735100   2,527,580 17,647 SH   SOLE   17,395 0 0
CISCO SYSTEMS INC COM 17275r102   8,511,178 164,499 SH   SOLE   163,500 0 0
CORNING INC COM 219350105   2,678,808 76,450 SH   SOLE   75,953 0 0
DOVER CORP COM 260003108   5,650,566 38,270 SH   SOLE   37,896 0 0
DR HORTON INC COM STKUSD0.01 COM 23331a109   18,797,449 154,470 SH   SOLE   154,129 0 0
EATON CORPORATION PLC SHS g29183103   8,603,058 42,780 SH   SOLE   42,395 0 0
HONEYWELL INTL INC COM 438516106   10,361,305 49,934 SH   SOLE   49,372 0 0
INTUIT COM 461202103   4,978,234 10,865 SH   SOLE   10,806 0 0
JACOBS SOLUTIONS INC COM COM 46982l108   10,794,618 90,795 SH   SOLE   89,812 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   9,415,198 169,460 SH   SOLE   167,955 0 0
MEDTRONIC PLC SHS g5960l103   7,146,055 81,113 SH   SOLE   80,118 0 0
MICROSOFT CORP COM 594918104   19,268,775 56,583 SH   SOLE   57,414 0 0
ORACLE CORP COM 68389x105   8,995,106 75,532 SH   SOLE   75,124 0 0
PARKER-HANNIFIN CORP COM 701094104   6,547,601 16,787 SH   SOLE   16,574 0 0
PAYCHEX INC COM 704326107   7,678,421 68,637 SH   SOLE   62,253 0 0
SPDR S&P500 ETF TRUSTTRUST UNI TR UNIT 78462f103   3,663,175 8,264 SH   SOLE   668 0 0
STRYKER CORPORATION COM 863667101   7,144,598 23,418 SH   SOLE   23,259 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,047,083 11,590 SH   SOLE   11,511 0 0