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   13,481,515 43,898 SH   SOLE   43,898 0 0
ALPHABET INC CAP STK CLA CAP STK CL A 02079k305   12,064,638 92,195 SH   SOLE   92,195 0 0
AMDOCS LTD ORD GBP0.01 SHS g02602103   2,776,003 32,856 SH   SOLE   32,856 0 0
APPLE INC COM 037833100   13,314,659 77,768 SH   SOLE   77,768 0 0
ARROW ELECTRS INC COM 042735100   2,462,469 19,662 SH   SOLE   19,662 0 0
CISCO SYSTEMS INC COM 17275r102   8,891,958 165,401 SH   SOLE   165,401 0 0
CORNING INC COM 219350105   2,336,013 76,666 SH   SOLE   76,666 0 0
DOVER CORP COM 260003108   5,395,968 38,678 SH   SOLE   38,678 0 0
DR HORTON INC COM STKUSD0.01 COM 23331a109   16,690,624 155,305 SH   SOLE   155,305 0 0
EATON CORPORATION PLC SHS g29183103   9,259,551 43,415 SH   SOLE   43,415 0 0
HONEYWELL INTL INC COM 438516106   9,342,117 50,569 SH   SOLE   50,569 0 0
INTUIT COM 461202103   5,515,597 10,795 SH   SOLE   10,795 0 0
JACOBS SOLUTIONS INC COM COM 46982l108   12,426,277 91,035 SH   SOLE   91,035 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   8,533,875 170,167 SH   SOLE   170,167 0 0
MEDTRONIC PLC SHS g5960l103   6,893,564 87,973 SH   SOLE   87,973 0 0
MICROSOFT CORP COM 594918104   17,659,266 55,928 SH   SOLE   55,928 0 0
ORACLE CORP COM 68389x105   8,008,823 75,612 SH   SOLE   75,612 0 0
PARKER-HANNIFIN CORP COM 701094104   6,605,091 16,957 SH   SOLE   16,957 0 0
PAYCHEX INC COM 704326107   7,323,916 63,504 SH   SOLE   63,504 0 0
SPDR S&P500 ETF TRUSTTRUST UNI TR UNIT 78462f103   251,786 589 SH   SOLE   589 0 0
STRYKER CORPORATION COM 863667101   6,313,357 23,103 SH   SOLE   23,103 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,968,250 11,791 SH   SOLE   11,791 0 0