Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GILD	GILEAD SCIENCES	109,930	$12.87M	4.0%	$37.88	+100.6%	COM	375558103
MA	MASTERCARD	128,582	$12.02M	3.7%	$71.12	+21.1%	COM	57636Q104
CTSH	COGNIZANT TECH	171,076	$10.45M	3.2%	$37.34	+49.0%	COM	192446102
AAPL	APPLE INC	82,516	$10.35M	3.2%	$18.19	+57.0%	COM	037833100
MKC	MC CORMICK	123,280	$9.979M	3.1%	$28.21	+12.7%	COM	579780206
NEU	NEWMARKET CORP	21,671	$9.619M	3.0%	$220.90	+70.1%	COM	651587107
SEIC	S E I INVESTMENTS	193,417	$9.483M	2.9%	$25.69	+60.5%	COM	784117103
ORCL	ORACLE	233,092	$9.393M	2.9%	$27.71	+33.5%	COM	68389X105
APH	AMPHENOL	155,656	$9.023M	2.8%	$10.07	+28.9%	COM	032095101
—	ACCENTURE PLC	91,203	$8.826M	2.7%	$72.33	—	COM	G1150G111
ROL	ROLLINS	296,557	$8.46M	2.6%	$6.96	+41.3%	COM	775711104
AME	AMETEK	147,849	$8.099M	2.5%	$38.40	+30.0%	COM	031100100
MSFT	MICROSOFT	179,494	$7.924M	2.5%	$26.82	+46.5%	COM	594918104
NKE	NIKE	72,166	$7.795M	2.4%	$26.53	+68.9%	COM	654106103
PII	POLARIS INDUSTRIES	51,389	$7.611M	2.4%	$92.72	+55.2%	COM	731068102
ROST	ROSS STORES	152,416	$7.408M	2.3%	$36.76	+23.1%	COM	778296103
—	BARD (C.R.)	43,104	$7.357M	2.3%	$112.81	—	COM	067383109
PEP	PEPSICO	78,116	$7.291M	2.3%	$56.08	+23.6%	COM	713448108
GGG	GRACO	99,326	$7.055M	2.2%	$17.47	+19.5%	COM	384109104
AMGN	AMGEN	45,721	$7.019M	2.2%	$79.71	+47.5%	COM	031162100
TJX	T J X COMPANIES	104,273	$6.899M	2.1%	$22.41	+28.0%	COM	872540109
CBRL	CRACKER BARREL	46,128	$6.88M	2.1%	$52.52	+69.0%	COM	22410J106
TTC	TORO	100,814	$6.833M	2.1%	$24.19	+41.8%	COM	891092108
—	DOLLAR TREE	77,748	$6.141M	1.9%	$55.82	—	COM	256747106
—	VARIAN MEDICAL SYSTEMS	69,960	$5.899M	1.8%	$68.15	—	COM	92220P105
—	EATON VANCE	145,089	$5.677M	1.8%	$37.97	—	COM	278265103
SLGN	SILGAN HOLDINGS	104,240	$5.499M	1.7%	$23.87	+16.1%	COM	827048109
—	DR PEPPER SNAPPLE GROUP	73,308	$5.344M	1.7%	$72.90	—	COM	26138E117
SYK	STRYKER	54,283	$5.187M	1.6%	$56.92	+47.2%	COM	863667101
CPRT	COPART INC	146,090	$5.183M	1.6%	$4.31	+4.7%	COM	217204106
NVO	NOVO-NORDISK ADR	92,561	$5.068M	1.6%	$66.00	—	COM	670100205
ABBV	ABBVIE	69,110	$4.643M	1.4%	$26.56	+59.4%	COM	00287Y109
DLX	DELUXE CORP	70,866	$4.393M	1.4%	$33.85	+27.9%	COM	248019101
GPN	GLOBAL PAYMENTS	40,272	$4.166M	1.3%	$35.45	+37.5%	COM	37940X102
—	KELLOGG	65,829	$4.127M	1.3%	$38.97	+5.6%	COM	487836108
—	ROCKWELL COLLINS	42,135	$3.891M	1.2%	$63.41	—	COM	774341101
PKG	PACKAGING CORP OF AMERICA	61,422	$3.838M	1.2%	$52.34	-2.4%	COM	695156109
—	VISTA OUTDOOR	83,646	$3.755M	1.2%	$42.82	—	COM	928377100
CNI	CANADIAN NATIONAL RAILWAY	59,977	$3.463M	1.1%	$45.25	+14.0%	COM	136375102
—	PATTERSON COMPANIES	66,679	$3.243M	1.0%	$37.59	—	COM	703412106
—	ORBITAL ATK	42,298	$3.102M	1.0%	$76.62	—	COM	68557N103
DHR	DANAHER CORP	34,688	$2.968M	0.9%	$25.01	+39.4%	COM	235851102
LLY	LILLY (ELI) & CO	31,575	$2.636M	0.8%	$42.21	+49.7%	COM	532457108
ORLY	O'REILLY AUTOMOTIVE	11,554	$2.61M	0.8%	$10.69	+38.7%	COM	67103H107
—	LAB CORP OF AMER	21,231	$2.573M	0.8%	$99.97	—	COM	50540R409
—	CORE LABORATORIES N V	21,663	$2.47M	0.8%	$171.72	—	COM	N22717107
KMB	KIMBERLY-CLARK	23,308	$2.469M	0.8%	$63.39	+19.6%	COM	494368103
—	HANESBRANDS INC	67,367	$2.244M	0.7%	$33.45	—	COM	410345102
IBM	I B M	12,944	$2.105M	0.7%	$118.74	-13.3%	COM	459200101
—	BIO-TECHNE CORP	19,572	$1.927M	0.6%	$69.08	—	COM	878377100
MDT	MEDTRONIC PLC	25,297	$1.874M	0.6%	$58.10	+1.2%	COM	G5960L103
EXPD	EXPEDITORS INTL	38,732	$1.785M	0.6%	$31.69	+29.5%	COM	302130109
MTD	METTLER-TOLEDO	4,325	$1.476M	0.5%	$214.56	+53.5%	COM	592688105
BEN	FRANKLIN RESOURCES	29,105	$1.427M	0.4%	$30.48	+2.7%	COM	354613101
XOM	EXXON MOBIL	14,831	$1.233M	0.4%	$53.69	+1.1%	COM	30231G102
UPS	UNITED PARCEL SERVICE	12,271	$1.189M	0.4%	$62.35	+8.6%	COM	911312106
AAP	ADVANCE AUTO PARTS INC	7,124	$1.134M	0.4%	$94.30	+41.7%	COM	00751Y106
CL	COLGATE PALMOLIVE	17,208	$1.125M	0.3%	$44.64	+18.7%	COM	194162103
—	COACH	27,018	$935K	0.3%	$57.03	—	COM	189754104
INTC	INTEL	30,419	$925K	0.3%	$17.32	+44.9%	COM	458140100
KO	COCA COLA	22,928	$899K	0.3%	$27.85	+4.2%	COM	191216100
—	SCRIPPS NETWORKS INTERACTIVE	11,552	$755K	0.2%	$78.29	—	COM	811065101
—	ST JUDE MEDICAL	10,081	$736K	0.2%	$45.59	—	COM	790849103
FDS	FACTSET RESEARCH SYSTEMS	4,468	$726K	0.2%	$83.78	+73.6%	COM	303075105
DCI	DONALDSON	18,663	$668K	0.2%	$29.49	+3.5%	COM	257651109
—	UNITED TECHNOLOGIES	6,013	$667K	0.2%	$92.87	—	COM	913017109
—	FORD	35,625	$534K	0.2%	$15.52	—	COM	345370100
BKE	BUCKLE	11,391	$521K	0.2%	$15.58	+0.8%	COM	118440106
CHRW	C H ROBINSON WORLDWIDE	7,750	$483K	0.1%	$42.72	+19.7%	COM	12541W209
—	PRECISION CASTPARTS	1,290	$257K	0.1%	$225.96	—	COM	740189105
BAX	BAXTER INTL	3,550	$248K	0.1%	$30.45	+3.4%	COM	071813109