Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MKC	MC CORMICK	128,135	$13.67M	3.9%	$28.85	+40.9%	COM	579780206
MA	MASTERCARD	134,992	$11.89M	3.4%	$71.84	+25.6%	COM	57636Q104
—	BARD (C.R.)	46,702	$10.98M	3.1%	$126.11	—	COM	067383109
TTC	TORO	118,488	$10.45M	3.0%	$31.88	+37.0%	COM	891092108
—	ACCENTURE PLC	87,223	$9.881M	2.8%	$72.33	—	COM	G1150G111
GILD	GILEAD SCIENCES	117,323	$9.787M	2.8%	$40.81	+53.8%	COM	375558103
NEU	NEWMARKET CORP	23,586	$9.773M	2.8%	$234.40	+42.6%	COM	651587107
ORCL	ORACLE	238,044	$9.743M	2.8%	$27.71	+24.8%	COM	68389X105
CTSH	COGNIZANT TECH	170,099	$9.736M	2.8%	$37.50	+42.9%	COM	192446102
SEIC	S E I INVESTMENTS	196,906	$9.473M	2.7%	$26.50	+60.8%	COM	784117103
MSFT	MICROSOFT	175,992	$9.005M	2.6%	$27.27	+68.6%	COM	594918104
APH	AMPHENOL	156,675	$8.982M	2.5%	$10.13	+29.5%	COM	032095101
ROST	ROSS STORES	153,541	$8.704M	2.5%	$37.55	+34.5%	COM	778296103
GGG	GRACO	108,423	$8.564M	2.4%	$17.95	+31.9%	COM	384109104
—	DR PEPPER SNAPPLE GROUP	88,531	$8.554M	2.4%	$83.34	—	COM	26138E109
AAPL	APPLE INC	89,240	$8.531M	2.4%	$18.63	+21.4%	COM	037833100
TJX	TJX COMPANIES	108,776	$8.4M	2.4%	$23.28	+43.2%	COM	872540109
ROL	ROLLINS	285,784	$8.364M	2.4%	$7.22	+50.5%	COM	775711104
PEP	PEPSICO	78,036	$8.267M	2.3%	$57.16	+34.8%	COM	713448108
CBRL	CRACKER BARREL	47,569	$8.156M	2.3%	$56.19	+82.0%	COM	22410J106
CPRT	COPART INC	161,122	$7.896M	2.2%	$4.34	+29.4%	COM	217204106
—	DOLLAR TREE	80,038	$7.542M	2.1%	$57.08	—	COM	256747106
—	AMGEN	49,071	$7.466M	2.1%	$152.15	—	COM	001162100
NKE	NIKE	134,958	$7.449M	2.1%	$40.98	+22.8%	COM	654106103
GPN	GLOBAL PAYMENTS	97,974	$6.993M	2.0%	$51.58	+36.1%	COM	37940X102
AME	AMETEK	137,002	$6.333M	1.8%	$38.40	+17.4%	COM	031100100
DLX	DELUXE CORP	95,124	$6.313M	1.8%	$35.40	+20.6%	COM	248019101
PKG	PACKAGING CORP OF AMERICA	89,260	$5.974M	1.7%	$49.97	-1.6%	COM	695156109
NVO	NOVO-NORDISK ADR	109,580	$5.893M	1.7%	$59.91	—	COM	670100205
PII	POLARIS INDUSTRIES	71,053	$5.809M	1.6%	$92.89	-4.6%	COM	731068102
—	VARIAN MEDICAL SYSTEMS	69,315	$5.699M	1.6%	$69.18	—	COM	92220P105
SLGN	SILGAN HOLDINGS	104,995	$5.403M	1.5%	$23.90	+7.6%	COM	827048109
SYK	STRYKER	44,579	$5.341M	1.5%	$58.33	+72.0%	COM	863667101
—	EATON VANCE	149,784	$5.293M	1.5%	$38.04	—	COM	278265103
—	KELLOGG	63,880	$5.215M	1.5%	$39.37	+29.4%	COM	487836108
ORLY	O'REILLY AUTOMOTIVE	19,172	$5.197M	1.5%	$13.71	+28.9%	COM	67103H107
CNI	CANADIAN NATIONAL RAILWAY	71,855	$4.243M	1.2%	$45.70	+10.6%	COM	136375102
ABBV	ABBVIE	68,065	$4.213M	1.2%	$26.95	+52.0%	COM	00287Y109
—	VISTA OUTDOOR	75,922	$3.623M	1.0%	$45.42	—	COM	928377100
—	ROCKWELL COLLINS	41,060	$3.495M	1.0%	$63.77	—	COM	774341101
DHR	DANAHER CORP	33,666	$3.4M	1.0%	$27.44	+46.1%	COM	235851102
KMB	KIMBERLY-CLARK	23,151	$3.182M	0.9%	$64.20	+46.3%	COM	494368103
—	PATTERSON COMPANIES	65,237	$3.124M	0.9%	$38.19	—	COM	703412106
—	ORBITAL ATK	36,054	$3.069M	0.9%	$77.57	—	COM	68557N103
—	HANESBRANDS	116,453	$2.926M	0.8%	$28.26	—	COM	410345102
—	LAB CORP OF AMER	20,991	$2.734M	0.8%	$100.61	—	COM	50540R409
LLY	LILLY (ELI) & CO	30,630	$2.412M	0.7%	$43.24	+48.2%	COM	532457108
—	BIO-TECHNE CORP	19,172	$2.162M	0.6%	$76.00	—	COM	878377100
EXPD	EXPEDITORS INTL	43,723	$2.144M	0.6%	$32.64	+31.6%	COM	302130109
—	CORE LABORATORIES N V	16,873	$2.09M	0.6%	$123.87	—	COM	N22717107
MDT	MEDTRONIC PLC	23,774	$2.062M	0.6%	$58.61	+8.4%	COM	G5960L103
IBM	I B M	11,857	$1.799M	0.5%	$113.72	-16.3%	COM	459200101
MTD	METTLER-TOLEDO	4,067	$1.484M	0.4%	$222.53	+64.2%	COM	592688105
UPS	UNITED PARCEL SERVICE	12,727	$1.37M	0.4%	$62.63	+16.7%	COM	911312106
AAP	ADVANCE AUTO PARTS INC	8,126	$1.313M	0.4%	$100.93	+34.0%	COM	00751Y106
CL	COLGATE PALMOLIVE	16,608	$1.215M	0.3%	$50.19	+13.4%	COM	194162103
RHI	ROBERT HALF INTL	27,325	$1.042M	0.3%	$45.25	-9.7%	COM	770323103
—	SCRIPPS NETWKS INTERACTIVE	16,569	$1.031M	0.3%	$72.40	—	COM	811065101
INTC	INTEL	30,419	$997K	0.3%	$17.72	+41.7%	COM	458140100
BEN	FRANKLIN RESOURCES	28,357	$946K	0.3%	$29.78	-24.3%	COM	354613101
FDS	FACTSET RESEARCH SYSTEMS	5,433	$876K	0.2%	$100.18	+39.7%	COM	303075105
TSM	TAIWAN SEMICONDUCTOR MFG CO	32,793	$860K	0.2%	$29.69	—	COM	874039100
KO	COCA COLA	17,655	$800K	0.2%	$29.29	+13.7%	COM	191216100
—	AON PLC	5,544	$605K	0.2%	$119.36	—	COM	G0408V102
DCI	DONALDSON	17,263	$593K	0.2%	$29.44	-3.0%	COM	257651109
—	UNITED TECHNOLOGIES	5,232	$536K	0.2%	$95.50	—	COM	913017109
ALK	ALASKA AIR GROUP INC	8,866	$516K	0.1%	$68.47	-6.2%	COM	011659109
—	FORD	35,300	$443K	0.1%	$15.45	—	COM	345370100
—	LEAR	3,744	$380K	0.1%	$134.29	—	COM	521865105
CASY	CASEY'S GENERAL STORES	1,894	$249K	0.1%	$104.12	+3.9%	COM	147528103
CHRW	C H ROBINSON WORLDWIDE	2,906	$215K	0.1%	$54.33	+7.2%	COM	12541W209