Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	Apple, Inc.	117,272	$13.6M	6.2%	$116.00 *	$17.92	+49.0%	COMM	037833100
SYK	Stryker	100,867	$12.1M	5.5%	$120.00 *	$56.92	+90.8%	COMM	863667101
ADP	Automatic Data Processing	95,092	$9.794M	4.5%	$102.99 *	$45.09	+88.3%	COMM	053015103
CL	Colgate-Palmolive	144,808	$9.413M	4.3%	$65.00 *	$44.38	+19.2%	COMM	194162103
PAYX	Paychex	154,187	$9.405M	4.3%	$61.00 *	$25.61	+81.6%	COMM	704326107
V	Visa Inc.	117,562	$9.17M	4.2%	$78.00 *	$56.43	+29.9%	COMM	92826C839
PEP	PepsiCo	81,860	$8.595M	3.9%	$105.00 *	$56.00	+42.3%	COMM	713448108
ABBV	AbbVie	125,651	$7.916M	3.6%	$63.00 *	$27.55	+55.8%	COMM	00287Y109
ABT	Abbott Labs	198,036	$7.525M	3.4%	$38.00 *	$29.54	+10.4%	COMM	002824100
JNJ	Johnson and Johnson	64,402	$7.406M	3.4%	$115.00 *	$59.66	+50.5%	COMM	478160104
GOOGL	Alphabet, Inc. Cl A	9,107	$7.213M	3.3%	$792.03 *	$36.59	+7.5%	COMM	02079K305
APD	Air Products	47,475	$6.836M	3.1%	$143.99 *	$63.14	+82.8%	COMM	009158106
SBUX	Starbucks	113,667	$6.365M	2.9%	$56.00 *	$35.38	+29.4%	COMM	855244109
CNI	Canadian Natl. Railway	83,069	$5.566M	2.5%	$67.00 *	$42.49	+34.5%	COMM	136375102
—	United Technologies	49,144	$5.406M	2.5%	$110.00	$95.18	—	COMM	913017109
LOW	Lowe's	75,446	$5.357M	2.4%	$71.00 *	$33.73	+78.4%	COMM	548661107
NVO	Novo-Nordisk ADR	141,007	$5.076M	2.3%	$36.00	$35.66	+0.6%	COMM	670100205
—	Celgene	43,590	$5.056M	2.3%	$115.99	$102.82	—	COMM	151020104
DIS	Disney Walt Co	45,551	$4.737M	2.2%	$103.99 *	$85.54	+14.0%	COMM	254687106
UPS	United Parcel Cl B	41,095	$4.726M	2.1%	$115.00 *	$59.04	+38.8%	COMM	911312106
PG	Procter and Gamble	55,943	$4.699M	2.1%	$84.00 *	$55.02	+19.9%	COMM	742718109
ECL	Ecolab	38,764	$4.535M	2.1%	$116.99 *	$79.58	+33.7%	COMM	278865100
NSC	Norfolk Southern Corp.	41,366	$4.468M	2.0%	$108.01 *	$60.33	+49.2%	COMM	655844108
SLB	Schlumberger Ltd.	49,471	$4.156M	1.9%	$84.01 *	$54.19	+19.6%	COMM	806857108
GOOG	Alphabet, Inc. Cl C	4,918	$3.797M	1.7%	$772.06 *	$35.55	+7.7%	COMM	02079K107
QCOM	QUALCOMM	55,806	$3.627M	1.6%	$64.99 *	$45.19	+12.8%	COMM	747525103
ENB	Enbridge Inc	78,955	$3.316M	1.5%	$42.00 *	$22.91	+7.0%	COMM	29250N105
SYY	Sysco Corp.	60,242	$3.313M	1.5%	$54.99 *	$24.40	+79.0%	COMM	871829107
MCD	McDonald's	24,990	$3.049M	1.4%	$122.01 *	$71.84	+36.9%	COMM	580135101
META	Facebook Inc.	20,657	$2.376M	1.1%	$115.02	$122.94	-7.1%	COMM	30303M102
ORLY	O'Reilly Automotive Inc.	8,529	$2.371M	1.1%	$277.99 *	$15.32	+21.1%	COMM	67103H107
HD	Home Depot	17,379	$2.329M	1.1%	$134.01 *	$57.40	+88.0%	COMM	437076102
DHR	Danaher Corporation	29,034	$2.265M	1.0%	$78.01 *	$38.95	+69.6%	COMM	235851102
CTSH	Cognizant Tech Sol CL A	39,290	$2.2M	1.0%	$55.99 *	$54.05	-8.1%	COMM	192446102
PYPL	PayPal Holdings	47,660	$1.859M	0.8%	$39.01	$39.03	+0.9%	COMM	70450Y103
—	Linear Technology	24,545	$1.522M	0.7%	$62.01	$37.00	—	COMM	535678106
DEO	Diageo PLC	13,250	$1.378M	0.6%	$104.00	$120.74	-13.9%	COMM	25243Q205
FDX	FedEx Corp.	7,052	$1.312M	0.6%	$186.05 *	$104.05	+54.6%	COMM	31428X106
CMG	Chipotle Mexican Grill	2,767	$1.043M	0.5%	$376.94 *	$9.92	-23.9%	COMM	169656105
CVS	CVS Health	11,275	$891K	0.4%	$79.02 *	$70.11	-15.0%	COMM	126650100
—	Walgreen Boots Alliance	10,346	$859K	0.4%	$83.03	$76.15	—	COMM	931427108
MDLZ	Mondelez Int'l	19,400	$854K	0.4%	$44.02 *	$30.72	+16.8%	COMM	609207105
WMT	Wal-Mart Stores	12,255	$846K	0.4%	$69.03 *	$19.98	-1.1%	COMM	931142103
HAIN	Hain Celestial Gr Inc	21,425	$836K	0.4%	$39.02	$42.49	-8.1%	COMM	405217100
NVS	Novartis AG ADS	11,270	$823K	0.4%	$73.03	$73.76	-1.2%	COMM	66987V109
PM	Philip Morris Int'l	8,460	$770K	0.4%	$91.02 *	$49.80	+16.6%	COMM	718172109
—	Kellogg	9,820	$727K	0.3%	$74.03 *	$39.47	+26.8%	COMM	487836108
NEE	NextEra Energy Inc.	5,650	$672K	0.3%	$118.94 *	$14.61	+62.9%	COMM	65339F101
KO	Coca-Cola	16,270	$667K	0.3%	$41.00 *	$27.90	+12.0%	COMM	191216100
AMGN	Amgen	3,739	$546K	0.2%	$146.03 *	$75.88	+46.9%	COMM	031162100
XOM	ExxonMobil	6,050	$545K	0.2%	$90.08 *	$53.69	+12.3%	COMM	30231G102
—	Core Laboratories N.V.	4,350	$522K	0.2%	$120.00	$151.92	—	COMM	N22717107
BIIB	Biogen Inc	1,780	$506K	0.2%	$284.27	$287.48	-1.4%	COMM	09062X103
MSFT	Microsoft	7,861	$487K	0.2%	$61.95 *	$29.69	+88.3%	COMM	594918104
PAYC	Paycom Software	9,860	$444K	0.2%	$45.03	$46.63	-4.4%	COMM	70432V102
—	Express Scripts Inc Cl A	6,380	$440K	0.2%	$68.97	$81.62	—	COMM	30219G108
CSCO	Cisco Systems	14,500	$435K	0.2%	$30.00 *	$15.43	+48.1%	COMM	17275R102
GPC	Genuine Parts	4,255	$408K	0.2%	$95.89 *	$56.01	+31.4%	COMM	372460105
CMA	Comerica Inc.	5,157	$351K	0.2%	$68.06 *	$29.09	+61.7%	COMM	200340107
KHC	Kraft Heinz Co.	3,525	$307K	0.1%	$87.09 *	$47.82	+21.1%	COMM	500754106
IBM	IBM	1,600	$266K	0.1%	$166.25 *	$118.94	-9.4%	COMM	459200101
TGT	Target	3,675	$265K	0.1%	$72.11 *	$57.32	-3.3%	COMM	87612E106
ETN	Eaton Corp. PLC	3,856	$258K	0.1%	$66.91 *	$46.95	+18.3%	COMM	G29183103
T	AT&T Inc	5,739	$247K	0.1%	$43.04 *	$13.88	+21.3%	COMM	00206R102
VZ	Verizon Communications	4,414	$234K	0.1%	$53.01 *	$30.06	+10.2%	COMM	92343V104
BMY	Bristol-Myers Squibb	3,950	$229K	0.1%	$57.97 *	$39.53	+6.9%	COMM	110122108
EMR	Emerson Electric	4,057	$227K	0.1%	$55.95 *	$39.88	+11.8%	COMM	291011104
MO	Altria Group	3,307	$225K	0.1%	$68.04 *	$27.06	+32.9%	COMM	02209S103
—	Versum Material Inc	7,150	$200K	0.1%	$27.97	$27.97	—	COMM	92532W103
—	Sanofi-Value Right	10,660	$4,000	0.0%	$0.38	$1.95	—	COMM	80105N113