Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MA	MASTERCARD	130,046	$12.66M	3.9%	$97.36 *	$71.40	+28.4%	COM	57636Q104
GILD	GILEAD SCIENCES	110,235	$11.15M	3.4%	$101.18 *	$37.88	+87.8%	COM	375558103
MKC	MC CORMICK	125,837	$10.77M	3.3%	$85.56 *	$28.29	+25.4%	COM	579780206
CTSH	COGNIZANT TECH	168,357	$10.1M	3.1%	$60.02 *	$37.34	+42.5%	COM	192446102
SEIC	S E I INVESTMENTS	190,227	$9.967M	3.1%	$52.40 *	$25.69	+80.3%	COM	784117103
MSFT	MICROSOFT	174,712	$9.693M	3.0%	$55.48 *	$26.82	+81.2%	COM	594918104
—	ACCENTURE PLC	89,023	$9.302M	2.9%	$104.49	$72.33	—	COM	G1150G111
AAPL	APPLE INC	84,805	$8.926M	2.8%	$105.25 *	$18.36	+29.2%	COM	037833100
—	BARD (C.R.)	45,087	$8.541M	2.6%	$189.43	$116.11	—	COM	067383109
ORCL	ORACLE	233,683	$8.536M	2.6%	$36.53 *	$27.71	+13.3%	COM	68389X105
NKE	NIKE	136,540	$8.533M	2.6%	$62.49 *	$40.98	+34.2%	COM	654106103
NEU	NEWMARKET CORP	22,187	$8.447M	2.6%	$380.72 *	$223.42	+40.6%	COM	651587107
ROST	ROSS STORES	155,435	$8.363M	2.6%	$53.80 *	$36.92	+32.1%	COM	778296103
APH	AMPHENOL	152,851	$7.983M	2.5%	$52.23 *	$10.07	+18.0%	COM	032095101
TTC	TORO	108,635	$7.937M	2.5%	$73.06 *	$25.06	+45.8%	COM	891092108
PEP	PEPSICO	77,829	$7.776M	2.4%	$99.91 *	$56.08	+31.8%	COM	713448108
AMGN	AMGEN	47,784	$7.756M	2.4%	$162.31 *	$81.29	+48.3%	COM	031162100
—	DR PEPPER SNAPPLE GROUP	81,854	$7.628M	2.4%	$93.19	$79.72	—	COM	26138E109
TJX	T J X COMPANIES	106,595	$7.558M	2.3%	$70.90 *	$22.53	+36.8%	COM	872540109
GGG	GRACO	102,861	$7.413M	2.3%	$72.07 *	$17.58	+19.5%	COM	384109104
ROL	ROLLINS	285,160	$7.385M	2.3%	$25.90 *	$6.96	+45.6%	COM	775711104
AME	AMETEK	137,026	$7.343M	2.3%	$53.59 *	$38.40	+30.5%	COM	031100100
—	DOLLAR TREE	81,460	$6.29M	1.9%	$77.22	$56.25	—	COM	256747106
CBRL	CRACKER BARREL	47,049	$5.967M	1.8%	$126.83 *	$53.51	+52.9%	COM	22410J106
CPRT	COPART INC	152,728	$5.805M	1.8%	$38.01 *	$4.32	+10.0%	COM	217204106
GPN	GLOBAL PAYMENTS	87,394	$5.637M	1.7%	$64.50 *	$50.46	+21.5%	COM	37940X102
NVO	NOVO-NORDISK ADR	96,560	$5.608M	1.7%	$58.08	$35.35	+64.3%	COM	670100205
—	VARIAN MEDICAL SYSTEMS	69,073	$5.581M	1.7%	$80.80	$68.15	—	COM	92220P105
SLGN	SILGAN HOLDINGS	103,693	$5.57M	1.7%	$53.72 *	$23.87	+12.5%	COM	827048109
PKG	PACKAGING CORP OF AMERICA	76,901	$4.848M	1.5%	$63.04 *	$51.63	-9.2%	COM	695156109
PII	POLARIS INDUSTRIES	55,412	$4.762M	1.5%	$85.94	$94.62	-9.2%	COM	731068102
—	KELLOGG	64,309	$4.647M	1.4%	$72.26 *	$38.97	+22.4%	COM	487836108
DLX	DELUXE CORP	85,101	$4.641M	1.4%	$54.54 *	$34.69	+4.9%	COM	248019101
—	EATON VANCE	142,333	$4.615M	1.4%	$32.42	$37.97	—	COM	278265103
SYK	STRYKER	45,055	$4.187M	1.3%	$92.93 *	$56.92	+46.0%	COM	863667101
ABBV	ABBVIE	68,668	$4.067M	1.3%	$59.23 *	$26.56	+47.2%	COM	00287Y109
—	ROCKWELL COLLINS	41,404	$3.821M	1.2%	$92.29	$63.41	—	COM	774341101
ORLY	O'REILLY AUTOMOTIVE	14,716	$3.729M	1.2%	$253.40 *	$12.01	+40.7%	COM	67103H107
CNI	CANADIAN NATIONAL RAILWAY	65,176	$3.642M	1.1%	$55.88 *	$45.50	+2.3%	COM	136375102
—	VISTA OUTDOOR	80,674	$3.59M	1.1%	$44.50	$42.82	—	COM	928377100
—	ORBITAL ATK	38,124	$3.405M	1.1%	$89.31	$76.62	—	COM	68557N103
DHR	DANAHER CORP	34,073	$3.164M	1.0%	$92.86 *	$25.01	+52.6%	COM	235851102
—	PATTERSON COMPANIES	65,906	$2.979M	0.9%	$45.20	$37.59	—	COM	703412106
KMB	KIMBERLY-CLARK	23,236	$2.957M	0.9%	$127.26 *	$63.39	+42.9%	COM	494368103
—	HANESBRANDS	89,240	$2.626M	0.8%	$29.43	$32.41	—	COM	410345102
—	LAB CORP OF AMER	21,161	$2.616M	0.8%	$123.62	$99.97	—	COM	50540R409
LLY	LILLY (ELI) & CO	31,030	$2.614M	0.8%	$84.24 *	$42.21	+68.1%	COM	532457108
—	CORE LABORATORIES N V	18,480	$2.009M	0.6%	$108.71	$171.72	—	COM	N22717107
MDT	MEDTRONIC PLC	23,877	$1.836M	0.6%	$76.89 *	$58.10	+3.4%	COM	G5960L103
EXPD	EXPEDITORS INTL	38,690	$1.744M	0.5%	$45.08 *	$31.69	+25.5%	COM	302130109
—	BIO-TECHNE CORP	19,272	$1.734M	0.5%	$89.98	$69.08	—	COM	878377100
IBM	I B M	12,098	$1.664M	0.5%	$137.54 *	$118.74	-27.5%	COM	459200101
MTD	METTLER-TOLEDO	4,115	$1.395M	0.4%	$339.00	$214.56	+58.1%	COM	592688105
AAP	ADVANCE AUTO PARTS INC	7,992	$1.202M	0.4%	$150.40 *	$100.54	+31.1%	COM	00751Y106
UPS	UNITED PARCEL SERVICE	12,384	$1.191M	0.4%	$96.17 *	$62.35	+7.1%	COM	911312106
CL	COLGATE PALMOLIVE	16,858	$1.123M	0.3%	$66.62 *	$44.64	+18.0%	COM	194162103
INTC	INTEL	30,419	$1.047M	0.3%	$34.42 *	$17.32	+57.2%	COM	458140100
BEN	FRANKLIN RESOURCES	28,020	$1.031M	0.3%	$36.80 *	$30.35	-25.1%	COM	354613101
KO	COCA COLA	21,728	$933K	0.3%	$42.94 *	$27.85	+12.6%	COM	191216100
—	SCRIPPS NETWKS INTERACTIVE	15,102	$833K	0.3%	$55.16	$71.61	—	COM	811065101
RHI	ROBERT HALF INTL	15,429	$727K	0.2%	$47.12	$50.44	-6.5%	COM	770323103
FDS	FACTSET RESEARCH SYSTEMS	4,468	$726K	0.2%	$162.49 *	$83.78	+74.9%	COM	303075105
XOM	EXXON MOBIL	7,902	$615K	0.2%	$77.83 *	$53.69	-6.3%	COM	30231G102
—	ST JUDE MEDICAL	9,798	$605K	0.2%	$61.75	$45.59	—	COM	790849103
—	UNITED TECHNOLOGIES	5,854	$562K	0.2%	$96.00	$92.87	—	COM	913017109
DCI	DONALDSON	18,463	$529K	0.2%	$28.65 *	$29.49	-17.4%	COM	257651109
—	FORD	35,625	$501K	0.2%	$14.06	$15.52	—	COM	345370100
TSM	TAIWAN SEMICONDUCTOR MFG CO	12,655	$287K	0.1%	$22.68	$22.49	+1.1%	COM	874039100
—	COACH	7,357	$240K	0.1%	$32.62	$57.03	—	COM	189754104