 EXXON MOBIL CORPXOM |
| 4.92% | 4.39% | $2.1M | 18,200 | $2.0M | 18,200 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 4.86% | 5.13% | $2.1M | 6,700 | $2.3M | 6,700 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 4.05% | 3.78% | $1.8M | 3,500 | $1.7M | 3,500 | 00.00% | Unchanged |
 EOG RES INCEOG |
| 3.7% | 3.27% | $1.6M | 12,700 | $1.5M | 12,700 | 00.00% | Unchanged |
 TJX COS INC NEWTJX |
| 3.37% | 3.15% | $1.5M | 16,500 | $1.4M | 16,500 | 00.00% | Unchanged |
| FFASTENAL CO COMFAST |
| 2.94% | 3.1% | $1.3M | 23,400 | $1.4M | 23,400 | 00.00% | Unchanged |
 BOOKING HOLDINGS INC COMBKNG |
| 2.83% | 2.43% | $1.2M | 400 | $1.1M | 400 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 2.78% | 2.75% | $1.2M | 14,400 | $1.2M | 14,400 | 00.00% | Unchanged |
 Ulta Beauty Inc Ordinary SharesULTA |
| 2.75% | 3.17% | $1.2M | 3,000 | $1.4M | 3,000 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 2.65% | 2.66% | $1.2M | 3,100 | $1.2M | 3,100 | 00.00% | Unchanged |
 SLB LIMITEDSLB |
| 2.57% | 2.12% | $1.1M | 19,200 | $943,104 | 19,200 | 00.00% | Unchanged |
 HUNT J B TRANS SVCS INCJBHT |
| 2.47% | 2.32% | $1.1M | 5,700 | $1.0M | 5,700 | 00.00% | Unchanged |
 ECOLAB INCECL |
| 2.45% | 2.64% | $1.1M | 6,300 | $1.2M | 6,300 | 00.00% | Unchanged |
 DOLLAR TREE INCDLTR |
| 2.45% | 3.23% | $1.1M | 10,000 | $1.4M | 10,000 | 00.00% | Unchanged |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 2.41% | 2.27% | $1.0M | 15,500 | $1.0M | 15,500 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 2.39% | 2.61% | $1.0M | 3,800 | $1.2M | 3,800 | 00.00% | Unchanged |
| FFLEETCOR TECHNOLOGIES INCORPORATEDFLT1EUR |
| 2.35% | 2.26% | $1.0M | 4,000 | $1.0M | 4,000 | 00.00% | Unchanged |
 ANALOG DEVICES INC COMADI |
| 2.33% | 2.54% | $1.0M | 5,800 | $1.1M | 5,800 | 00.00% | Unchanged |
 CONSTELLATION BRANDS INCSTZ |
| 2.31% | 2.21% | $1.0M | 4,000 | $984,520 | 4,000 | 00.00% | Unchanged |
| GGILEAD SCIENCES INC COMGILD |
| 2.2% | 2.22% | $959,232 | 12,800 | $986,496 | 12,800 | 00.00% | Unchanged |
 L3HARRIS TECHNOLOGIES INCLHX |
| 2.2% | 1.85% | $957,660 | 5,500 | $822,234 | 4,200 | +1,300+30.95% | Add |
 MEDTRONIC PLCMDT |
| 2.16% | 2.38% | $940,320 | 12,000 | $1.1M | 12,000 | 00.00% | Unchanged |
 NIKE INCNKE |
| 2.15% | 2.43% | $937,076 | 9,800 | $1.1M | 9,800 | 00.00% | Unchanged |
 FEDEX CORPFDX |
| 2.13% | 1.95% | $927,220 | 3,500 | $867,650 | 3,500 | 00.00% | Unchanged |
 SCHEIN HENRY INCHSIC |
| 2.08% | 1.64% | $905,850 | 12,200 | $729,900 | 9,000 | +3,200+35.56% | Add |
 LAUDER ESTEE COS INC CL AEL |
| 1.99% | 0.79% | $867,300 | 6,000 | $353,484 | 1,800 | +4,200+233.33% | Add |
 ALBEMARLE CORPALB |
| 1.99% | 2.56% | $867,204 | 5,100 | $1.1M | 5,100 | 00.00% | Unchanged |
 AMGEN INC COMAMGN |
| 1.98% | 1.6% | $860,032 | 3,200 | $710,464 | 3,200 | 00.00% | Unchanged |
 ELECTRONIC ARTS INCEA |
| 1.96% | 2.07% | $854,840 | 7,100 | $920,870 | 7,100 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 1.92% | 2.55% | $834,852 | 11,600 | $1.1M | 11,600 | 00.00% | Unchanged |
 AGILENT TECHNOLOGIES INC COMA |
| 1.9% | 2% | $827,468 | 7,400 | $889,850 | 7,400 | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.87% | 2.01% | $812,560 | 14,000 | $895,300 | 14,000 | 00.00% | Unchanged |
 COPART INC COMCPRT |
| 1.86% | 1.93% | $810,092 | 18,800 | $857,374 | 9,400 | +9,400+100.00% | Add |
 ABBOTT LABORATORIESABT |
| 1.85% | 2.03% | $803,855 | 8,300 | $904,866 | 8,300 | 00.00% | Unchanged |
 BIOGEN INCBIIB |
| 1.83% | 1.99% | $796,731 | 3,100 | $883,035 | 3,100 | 00.00% | Unchanged |
| HHASBRO INCHAS |
| 1.82% | 1.75% | $793,680 | 12,000 | $777,240 | 12,000 | 00.00% | Unchanged |
 PAYCHEX INC COMPAYX |
| 1.8% | 1.71% | $784,244 | 6,800 | $760,716 | 6,800 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 1.63% | 1.5% | $711,000 | 20,000 | $668,800 | 20,000 | 00.00% | Unchanged |
 PAYPAL HLDGS INC COMPYPL |
| 1.54% | 1.73% | $672,290 | 11,500 | $767,395 | 11,500 | 00.00% | Unchanged |
 LITTELFUSE INCLFUS |
| 1.53% | 1.77% | $667,764 | 2,700 | $786,537 | 2,700 | 00.00% | Unchanged |
| IIPG PHOTONICS CORPIPGP |
| 1.38% | 1.8% | $599,086 | 5,900 | $801,338 | 5,900 | 00.00% | Unchanged |
 HORMEL FOODS CORPHRL |
| 0.96% | 0.99% | $418,330 | 11,000 | $442,420 | 11,000 | 00.00% | Unchanged |
 MAXIMUS INCMMS |
| 0.65% | 0.72% | $283,784 | 3,800 | $321,138 | 3,800 | 00.00% | Unchanged |
