Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MA	MASTERCARD	123,677	$10.66M	3.5%	$70.60	+8.1%	COM	57636Q104
ORCL	ORACLE	232,606	$10.46M	3.5%	$27.71	+24.5%	COM	68389X105
GILD	GILEAD SCIENCES	104,912	$9.889M	3.3%	$36.21	+98.4%	COM	375558103
CTSH	COGNIZANT TECH	171,220	$9.016M	3.0%	$37.34	+18.6%	COM	192446102
MKC	MC CORMICK	119,994	$8.915M	3.0%	$28.14	+2.8%	COM	579780206
AAPL	APPLE INC	79,982	$8.828M	2.9%	$17.93	+34.3%	COM	037833100
NEU	NEWMARKET CORP	21,206	$8.557M	2.8%	$219.04	+42.9%	COM	651587107
MSFT	MICROSOFT	181,450	$8.428M	2.8%	$26.82	+48.7%	COM	594918104
—	ACCENTURE PLC	91,781	$8.196M	2.7%	$72.33	—	COM	G1150G111
APH	AMPHENOL	151,315	$8.142M	2.7%	$10.01	+15.1%	COM	032095101
AME	AMETEK	148,474	$7.814M	2.6%	$38.40	+22.7%	COM	031100100
PII	POLARIS INDUSTRIES	49,997	$7.561M	2.5%	$91.26	+64.4%	COM	731068102
GGG	GRACO	93,158	$7.469M	2.5%	$17.22	+28.2%	COM	384109104
SEIC	S E I INVESTMENTS	185,857	$7.441M	2.5%	$25.16	+32.6%	COM	784117103
PEP	PEPSICO	77,124	$7.292M	2.4%	$56.08	+22.3%	COM	713448108
ROST	ROSS STORES	76,845	$7.243M	2.4%	$28.38	+33.3%	COM	778296103
NKE	NIKE	73,130	$7.031M	2.3%	$26.53	+53.6%	COM	654106103
—	BARD (C.R.)	40,874	$6.81M	2.3%	$109.76	—	COM	067383109
TJX	T J X COMPANIES	98,809	$6.776M	2.3%	$22.05	+24.0%	COM	872540109
AMGN	AMGEN	41,772	$6.653M	2.2%	$76.28	+48.5%	COM	031162100
ROL	ROLLINS	198,652	$6.575M	2.2%	$6.06	+33.1%	COM	775711104
CBRL	CRACKER BARREL	46,655	$6.567M	2.2%	$52.52	+40.7%	COM	22410J106
SYK	STRYKER	69,092	$6.517M	2.2%	$56.92	+36.8%	COM	863667101
—	VARIAN MEDICAL SYSTEMS	70,363	$6.087M	2.0%	$68.15	—	COM	92220P105
TTC	TORO	93,456	$5.963M	2.0%	$23.43	+31.6%	COM	891092108
SLGN	SILGAN HOLDINGS	102,954	$5.518M	1.8%	$23.87	+5.2%	COM	827048109
—	EATON VANCE	132,000	$5.402M	1.8%	$37.68	—	COM	278265103
—	ALLIANT TECHSYSTEMS	44,638	$5.189M	1.7%	$82.31	—	COM	018804104
—	DR PEPPER SNAPPLE GROUP	67,908	$4.867M	1.6%	$59.80	—	COM	26138E109
—	DOLLAR TREE	65,990	$4.644M	1.5%	$51.66	—	COM	256747106
ABBV	ABBVIE	69,380	$4.54M	1.5%	$26.56	+51.5%	COM	00287Y109
CPRT	COPART INC	123,378	$4.502M	1.5%	$4.25	+0.8%	COM	217204106
—	KELLOGG	64,651	$4.23M	1.4%	$38.92	+4.5%	COM	487836108
DLX	DELUXE CORP	62,809	$3.909M	1.3%	$32.69	+17.4%	COM	248019101
NVO	NOVO-NORDISK ADR	89,775	$3.799M	1.3%	$66.41	—	COM	670100205
—	ROCKWELL COLLINS	42,574	$3.596M	1.2%	$63.41	—	COM	774341101
CNI	CANADIAN NATIONAL RAILWAY	51,407	$3.542M	1.2%	$43.87	+27.5%	COM	136375102
—	PATTERSON COMPANIES	68,094	$3.275M	1.1%	$37.59	—	COM	703412106
DHR	DANAHER CORP	35,118	$3.009M	1.0%	$25.01	+31.7%	COM	235851102
KMB	KIMBERLY-CLARK	23,050	$2.663M	0.9%	$63.24	+20.3%	COM	494368103
PKG	PACKAGING CORP OF AMERICA	32,695	$2.551M	0.8%	$50.54	+1.7%	COM	695156109
GPN	GLOBAL PAYMENTS	31,358	$2.531M	0.8%	$32.47	+17.1%	COM	37940X102
XOM	EXXON MOBIL	26,331	$2.434M	0.8%	$53.69	+8.0%	COM	30231G102
—	LAB CORP OF AMER	21,268	$2.294M	0.8%	$99.97	—	COM	50540R409
—	CORE LABORATORIES N V	18,394	$2.213M	0.7%	$183.24	—	COM	N22717107
LLY	LILLY (ELI) & CO	31,954	$2.204M	0.7%	$42.21	+30.8%	COM	532457108
IBM	I B M	13,644	$2.189M	0.7%	$118.74	-15.4%	COM	459200101
EXPD	EXPEDITORS INTL	47,123	$2.102M	0.7%	$31.69	+17.3%	COM	302130109
—	MEDTRONIC	25,490	$1.84M	0.6%	$52.11	—	COM	585055106
—	BIO-TECHNE CORP	19,580	$1.809M	0.6%	$69.08	—	COM	878377100
—	COACH	45,867	$1.722M	0.6%	$57.03	—	COM	189754104
ORLY	O'REILLY AUTOMOTIVE	8,727	$1.68M	0.6%	$9.50	+23.4%	COM	67103H107
BEN	FRANKLIN RESOURCES	24,840	$1.375M	0.5%	$30.22	+9.9%	COM	354613101
MTD	METTLER-TOLEDO	4,305	$1.302M	0.4%	$212.95	+29.1%	COM	592688105
CL	COLGATE PALMOLIVE	17,048	$1.179M	0.4%	$44.64	+16.9%	COM	194162103
—	ALTERA	29,775	$1.099M	0.4%	$32.98	—	COM	021441100
INTC	INTEL	29,919	$1.085M	0.4%	$17.18	+55.0%	COM	458140100
AAP	ADVANCE AUTO PARTS INC	6,591	$1.049M	0.3%	$91.05	+41.0%	COM	00751Y106
CHRW	C H ROBINSON WORLDWIDE	13,370	$1.001M	0.3%	$42.72	+28.3%	COM	12541W209
KO	COCA COLA	23,628	$997K	0.3%	$27.85	+7.9%	COM	191216100
CSCO	CISCO SYSTEMS	34,684	$964K	0.3%	$15.24	+20.1%	COM	17275R102
UPS	UNITED PARCEL SERVICE	8,269	$919K	0.3%	$59.12	+20.0%	COM	911312106
OXY	OCCIDENTAL PETROLEUM	10,240	$825K	0.3%	$57.83	+2.5%	COM	674599105
DCI	DONALDSON	18,663	$720K	0.2%	$29.49	+11.9%	COM	257651109
—	UNITED TECHNOLOGIES	6,036	$694K	0.2%	$92.87	—	COM	913017109
—	SCRIPPS NETWORKS INTERACTIVE	9,032	$679K	0.2%	$81.45	—	COM	811065101
—	ST JUDE MEDICAL	10,081	$655K	0.2%	$45.59	—	COM	790849103
—	FORD	42,095	$652K	0.2%	$15.52	—	COM	345370100
FDS	FACTSET RESEARCH SYSTEMS	4,538	$638K	0.2%	$83.78	+41.1%	COM	303075105
BKE	BUCKLE	11,391	$598K	0.2%	$15.58	+1.3%	COM	118440106
ABT	ABBOTT LABORATORIES	11,035	$496K	0.2%	$28.85	+22.4%	COM	002824100
—	PRECISION CASTPARTS	1,290	$310K	0.1%	$225.96	—	COM	740189105
BAX	BAXTER INTL	3,550	$260K	0.1%	$30.45	+6.0%	COM	071813109
—	CLARCOR INC	3,200	$213K	0.1%	$52.02	—	COM	179895107
FLS	FLOWSERVE	3,550	$212K	0.1%	$43.03	+19.1%	COM	34354P105