EXXON MOBIL CORP XOM
4.92% 4.39% $2.1M 18,200 $2.0M 18,200 0 0.00% Unchanged MICROSOFT CORP MSFT
4.86% 5.13% $2.1M 6,700 $2.3M 6,700 0 0.00% Unchanged UNITEDHEALTH GROUP INC UNH
4.05% 3.78% $1.8M 3,500 $1.7M 3,500 0 0.00% Unchanged EOG RES INC EOG
3.7% 3.27% $1.6M 12,700 $1.5M 12,700 0 0.00% Unchanged TJX COS INC NEW TJX
3.37% 3.15% $1.5M 16,500 $1.4M 16,500 0 0.00% Unchanged F FASTENAL CO COM FAST
2.94% 3.1% $1.3M 23,400 $1.4M 23,400 0 0.00% Unchanged BOOKING HOLDINGS INC COM BKNG
2.83% 2.43% $1.2M 400 $1.1M 400 0 0.00% Unchanged AMPHENOL CORP APH
2.78% 2.75% $1.2M 14,400 $1.2M 14,400 0 0.00% Unchanged Ulta Beauty Inc Ordinary Shares ULTA
2.75% 3.17% $1.2M 3,000 $1.4M 3,000 0 0.00% Unchanged LINDE PLC LIN
2.65% 2.66% $1.2M 3,100 $1.2M 3,100 0 0.00% Unchanged SLB LIMITED SLB
2.57% 2.12% $1.1M 19,200 $943,104 19,200 0 0.00% Unchanged HUNT J B TRANS SVCS INC JBHT
2.47% 2.32% $1.1M 5,700 $1.0M 5,700 0 0.00% Unchanged ECOLAB INC ECL
2.45% 2.64% $1.1M 6,300 $1.2M 6,300 0 0.00% Unchanged DOLLAR TREE INC DLTR
2.45% 3.23% $1.1M 10,000 $1.4M 10,000 0 0.00% Unchanged COGNIZANT TECHNOLOGY SOLUTIONS CL A CTSH
2.41% 2.27% $1.0M 15,500 $1.0M 15,500 0 0.00% Unchanged STRYKER CORPORATION SYK
2.39% 2.61% $1.0M 3,800 $1.2M 3,800 0 0.00% Unchanged F FLEETCOR TECHNOLOGIES INCORPORATED FLT1EUR
2.35% 2.26% $1.0M 4,000 $1.0M 4,000 0 0.00% Unchanged ANALOG DEVICES INC COM ADI
2.33% 2.54% $1.0M 5,800 $1.1M 5,800 0 0.00% Unchanged CONSTELLATION BRANDS INC STZ
2.31% 2.21% $1.0M 4,000 $984,520 4,000 0 0.00% Unchanged G GILEAD SCIENCES INC COM GILD
2.2% 2.22% $959,232 12,800 $986,496 12,800 0 0.00% Unchanged L3HARRIS TECHNOLOGIES INC LHX
2.2% 1.85% $957,660 5,500 $822,234 4,200 +1,300 +30.95% Add MEDTRONIC PLC MDT
2.16% 2.38% $940,320 12,000 $1.1M 12,000 0 0.00% Unchanged NIKE INC NKE
2.15% 2.43% $937,076 9,800 $1.1M 9,800 0 0.00% Unchanged FEDEX CORP FDX
2.13% 1.95% $927,220 3,500 $867,650 3,500 0 0.00% Unchanged SCHEIN HENRY INC HSIC
2.08% 1.64% $905,850 12,200 $729,900 9,000 +3,200 +35.56% Add LAUDER ESTEE COS INC CL A EL
1.99% 0.79% $867,300 6,000 $353,484 1,800 +4,200 +233.33% Add ALBEMARLE CORP ALB
1.99% 2.56% $867,204 5,100 $1.1M 5,100 0 0.00% Unchanged AMGEN INC COM AMGN
1.98% 1.6% $860,032 3,200 $710,464 3,200 0 0.00% Unchanged ELECTRONIC ARTS INC EA
1.96% 2.07% $854,840 7,100 $920,870 7,100 0 0.00% Unchanged RTX CORPORATION RTX
1.92% 2.55% $834,852 11,600 $1.1M 11,600 0 0.00% Unchanged AGILENT TECHNOLOGIES INC COM A
1.9% 2% $827,468 7,400 $889,850 7,400 0 0.00% Unchanged BRISTOL-MYERS SQUIBB CO BMY
1.87% 2.01% $812,560 14,000 $895,300 14,000 0 0.00% Unchanged COPART INC COM CPRT
1.86% 1.93% $810,092 18,800 $857,374 9,400 +9,400 +100.00% Add ABBOTT LABORATORIES ABT
1.85% 2.03% $803,855 8,300 $904,866 8,300 0 0.00% Unchanged BIOGEN INC BIIB
1.83% 1.99% $796,731 3,100 $883,035 3,100 0 0.00% Unchanged H HASBRO INC HAS
1.82% 1.75% $793,680 12,000 $777,240 12,000 0 0.00% Unchanged PAYCHEX INC COM PAYX
1.8% 1.71% $784,244 6,800 $760,716 6,800 0 0.00% Unchanged INTEL CORP INTC
1.63% 1.5% $711,000 20,000 $668,800 20,000 0 0.00% Unchanged PAYPAL HLDGS INC COM PYPL
1.54% 1.73% $672,290 11,500 $767,395 11,500 0 0.00% Unchanged LITTELFUSE INC LFUS
1.53% 1.77% $667,764 2,700 $786,537 2,700 0 0.00% Unchanged I IPG PHOTONICS CORP IPGP
1.38% 1.8% $599,086 5,900 $801,338 5,900 0 0.00% Unchanged HORMEL FOODS CORP HRL
0.96% 0.99% $418,330 11,000 $442,420 11,000 0 0.00% Unchanged MAXIMUS INC MMS
0.65% 0.72% $283,784 3,800 $321,138 3,800 0 0.00% Unchanged 
