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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE LTD CL A COM g1151c101 4,046 21,895 SH   SOLE   21,895 0 0
ALPHABET INC CL A COM 02079K305 3,640 3,362 SH   SOLE   3,362 0 0
AMAZON.COM COM 023135106 3,799 2,006 SH   SOLE   2,006 0 0
APPLE INC COM 037833100 5,473 27,655 SH   SOLE   27,655 0 0
BANK OF AMERICA COM 060505104 2,970 102,400 SH   SOLE   102,400 0 0
BECTON DICKINSON COM 075887109 3,188 12,650 SH   SOLE   12,650 0 0
BROADCOM INC COM 11135f101 3,824 13,285 SH   SOLE   13,285 0 0
CATERPILLAR COM 149123101 2,745 20,140 SH   SOLE   20,140 0 0
CISCO SYSTEMS COM 17275r102 610 11,140 SH   SOLE   11,140 0 0
COLGATE PALMOLIVE COM 194162103 272 3,800 SH   SOLE   3,800 0 0
COMERICA COM 200340107 2,800 38,540 SH   SOLE   38,540 0 0
DOLLAR GENERAL COM 256677105 3,354 24,815 SH   SOLE   24,815 0 0
DOMINION RES INC VA NEW COM 25746U109 315 4,075 SH   SOLE   4,075 0 0
DOMINO'S PIZZA INC COM 25754a201 2,803 10,072 SH   SOLE   10,072 0 0
EOG RESOURCES COM 26875p101 2,685 28,826 SH   SOLE   28,826 0 0
EMERSON ELECTRIC COM 291011104 3,086 46,260 SH   SOLE   46,260 0 0
EXXON MOBIL CORP COM 30231G102 1,286 16,784 SH   SOLE   16,784 0 0
FLIR SYSTEMS INC COM 302445101 2,206 40,775 SH   SOLE   40,775 0 0
GENERAL MILLS COM 370334104 210 4,000 SH   SOLE   4,000 0 0
GREEN DOT CORP COM 39304d102 2,246 45,925 SH   SOLE   45,925 0 0
HARRIS CORP COM 413875105 5,469 28,914 SH   SOLE   28,914 0 0
HOME DEPOT INC COM 437076102 4,822 23,188 SH   SOLE   23,188 0 0
HONEYWELL INTERNATIONAL COM 438516106 3,732 21,375 SH   SOLE   21,375 0 0
ILLUMINA COM 452327109 3,312 8,997 SH   SOLE   8,997 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 468 3,394 SH   SOLE   3,394 0 0
KIMBERLY-CLARK COM 494368103 229 1,720 SH   SOLE   1,720 0 0
KINDER MORGAN COM 49456b101 3,465 165,950 SH   SOLE   165,950 0 0
LKQ CORP COM 501889208 2,798 105,150 SH   SOLE   105,150 0 0
LINDE PLC COM G5494J103 3,725 18,552 SH   SOLE   18,552 0 0
LUMINEX CORP DEL COM 55027E102 310 15,000 SH   SOLE   15,000 0 0
MARSH & MCLENNAN COM 571748102 218 2,186 SH   SOLE   2,186 0 0
OLD DOMINION FREIGHT LINE COM 679580100 204 1,370 SH   SOLE   1,370 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,009 29,205 SH   SOLE   29,205 0 0
PALO ALTO NETWORKS INC COM 697435105 3,629 17,810 SH   SOLE   17,810 0 0
PAYPAL HOLDINGS INC COM 70450y103 5,704 49,833 SH   SOLE   49,833 0 0
PEPSICO INC COM 713448108 4,001 30,508 SH   SOLE   30,508 0 0
PIONEER NATURAL RESOURCES COM 723787107 3,366 21,880 SH   SOLE   21,880 0 0
PROCTER & GAMBLE CO COM 742718109 722 6,586 SH   SOLE   6,586 0 0
RAYTHEON COM 755111507 3,784 21,760 SH   SOLE   21,760 0 0
SALESFORCE.COM COM 79466L302 2,738 18,045 SH   SOLE   18,045 0 0
SIMMONS FIRST NATIONAL BANK COM 828730200 306 13,154 SH   SOLE   13,154 0 0
SUNTRUST BANKS COM 867914103 219 3,484 SH   SOLE   3,484 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,686 15,955 SH   SOLE   15,955 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,905 86,557 SH   SOLE   86,557 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,416 15,815 SH   SOLE   15,815 0 0
US BANCORP DEL COM NEW 902973304 3,563 68,005 SH   SOLE   68,005 0 0
VISA COM 92826c839 3,805 21,925 SH   SOLE   21,925 0 0
WALT DISNEY COM 254687106 4,044 28,960 SH   SOLE   28,960 0 0