Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MA	MASTERCARD	135,727	$13.81M	3.8%	$71.84	+26.4%	COM	57636Q104
MKC	MC CORMICK	129,995	$12.99M	3.6%	$29.04	+45.9%	COM	579780206
TTC	TORO	242,875	$11.38M	3.1%	$39.52	+18.4%	COM	891092108
AAPL	APPLE INC	95,100	$10.75M	3.0%	$18.98	+27.7%	COM	037833100
—	CR BARD	47,528	$10.66M	2.9%	$127.81	—	COM	067383109
—	ACCENTURE PLC	86,288	$10.54M	2.9%	$72.33	—	COM	G1150G111
NEU	NEWMARKET CORP	24,057	$10.33M	2.8%	$236.75	+49.7%	COM	651587107
APH	AMPHENOL	156,347	$10.15M	2.8%	$10.13	+37.2%	COM	032095101
MSFT	MICROSOFT	173,692	$10M	2.8%	$27.27	+84.4%	COM	594918104
GILD	GILEAD SCIENCES	124,165	$9.823M	2.7%	$41.75	+38.4%	COM	375558103
ROST	ROSS STORES	152,466	$9.803M	2.7%	$37.55	+49.2%	COM	778296103
ORCL	ORACLE	238,770	$9.378M	2.6%	$27.71	+27.9%	COM	68389X105
SEIC	S E I INVESTMENTS	199,322	$9.091M	2.5%	$26.69	+56.2%	COM	784117103
—	DR PEPPER SNAPPLE GROUP	96,092	$8.774M	2.4%	$83.97	—	COM	26138E109
CPRT	COPART INC	163,590	$8.761M	2.4%	$4.37	+45.9%	COM	217204106
PEP	PEPSICO	80,306	$8.734M	2.4%	$57.84	+40.2%	COM	713448108
AMGN	AMGEN	52,120	$8.694M	2.4%	$127.72	0.0%	COM	031162100
TJX	TJX COMPANIES	112,543	$8.415M	2.3%	$23.65	+45.0%	COM	872540109
GGG	GRACO	113,305	$8.384M	2.3%	$18.13	+22.1%	COM	384109104
ROL	ROLLINS	283,201	$8.292M	2.3%	$7.22	+56.8%	COM	775711104
CTSH	COGNIZANT TECH	171,348	$8.175M	2.3%	$37.50	+34.5%	COM	192446102
GPN	GLOBAL PAYMENTS	104,699	$8.036M	2.2%	$52.87	+35.5%	COM	37940X102
DLX	DELUXE CORP	110,814	$7.404M	2.0%	$36.90	+24.6%	COM	248019101
PKG	PACKAGING CORP OF AMERICA	89,311	$7.257M	2.0%	$49.97	+16.0%	COM	695156109
NKE	NIKE	135,919	$7.156M	2.0%	$40.98	+22.0%	COM	654106103
—	VARIAN MEDICAL SYSTEMS	69,174	$6.884M	1.9%	$69.18	—	COM	92220P105
AME	AMETEK	137,232	$6.556M	1.8%	$38.40	+16.5%	COM	031100100
CBRL	CRACKER BARREL	48,893	$6.464M	1.8%	$57.46	+79.5%	COM	22410J106
—	DOLLAR TREE	80,569	$6.359M	1.8%	$57.08	—	COM	256747106
—	EATON VANCE	152,286	$5.946M	1.6%	$38.05	—	COM	278265103
ORLY	O'REILLY AUTOMOTIVE	20,824	$5.833M	1.6%	$14.11	+32.8%	COM	67103H107
PII	POLARIS INDUSTRIES	72,233	$5.593M	1.5%	$92.79	-6.4%	COM	731068102
SLGN	SILGAN HOLDINGS	105,406	$5.332M	1.5%	$23.90	+4.3%	COM	827048109
SYK	STRYKER	43,438	$5.056M	1.4%	$58.33	+79.9%	COM	863667101
NVO	NOVO-NORDISK ADR	118,351	$4.922M	1.4%	$58.55	—	COM	670100205
—	KELLOGG	62,536	$4.844M	1.3%	$39.37	+38.9%	COM	487836108
CNI	CANADIAN NATIONAL RAILWAY	73,980	$4.838M	1.3%	$45.92	+15.8%	COM	136375102
ABBV	ABBVIE	66,890	$4.218M	1.2%	$26.95	+62.9%	COM	00287Y109
—	ROCKWELL COLLINS	41,185	$3.473M	1.0%	$63.77	—	COM	774341101
—	HANESBRANDS	123,782	$3.125M	0.9%	$28.08	—	COM	410345102
—	PATTERSON COMPANIES	63,837	$2.932M	0.8%	$38.19	—	COM	703412106
—	VISTA OUTDOOR	73,326	$2.922M	0.8%	$45.42	—	COM	928377100
KMB	KIMBERLY-CLARK	23,107	$2.914M	0.8%	$64.20	+45.6%	COM	494368103
—	LAB CORP OF AMER	21,061	$2.895M	0.8%	$100.61	—	COM	50540R409
—	ORBITAL ATK	34,910	$2.661M	0.7%	$77.57	—	COM	68557N103
DHR	DANAHER CORP	32,386	$2.538M	0.7%	$27.44	+145.2%	COM	235851102
LLY	LILLY (ELI) & CO	29,326	$2.353M	0.6%	$43.24	+58.6%	COM	532457108
EXPD	EXPEDITORS INTL	44,442	$2.289M	0.6%	$32.84	+37.0%	COM	302130109
—	BIO-TECHNE CORP	18,922	$2.071M	0.6%	$76.00	—	COM	878377100
MDT	MEDTRONIC PLC	22,432	$1.938M	0.5%	$58.61	+17.4%	COM	G5960L103
IBM	I B M	11,712	$1.86M	0.5%	$113.72	-10.5%	COM	459200101
MTD	METTLER-TOLEDO	4,042	$1.696M	0.5%	$222.53	+78.4%	COM	592688105
UPS	UNITED PARCEL SERVICE	13,058	$1.428M	0.4%	$63.00	+22.6%	COM	911312106
TSM	TAIWAN SEMICONDUCTOR MFG CO	39,715	$1.214M	0.3%	$29.84	—	COM	874039100
AAP	ADVANCE AUTO PARTS INC	8,066	$1.202M	0.3%	$100.93	+38.8%	COM	00751Y106
RHI	ROBERT HALF INTL	30,197	$1.143M	0.3%	$44.57	-14.5%	COM	770323103
CL	COLGATE PALMOLIVE	15,393	$1.141M	0.3%	$50.19	+18.3%	COM	194162103
INTC	INTEL	30,169	$1.138M	0.3%	$17.72	+61.5%	COM	458140100
—	AON PLC	9,914	$1.115M	0.3%	$116.32	—	COM	G0408V102
—	SCRIPPS NETWKS INTERACTIVE	16,969	$1.077M	0.3%	$72.19	—	COM	811065101
ALK	ALASKA AIR GROUP INC	15,246	$1.004M	0.3%	$65.53	-6.2%	COM	011659109
BEN	FRANKLIN RESOURCES	27,747	$986K	0.3%	$29.78	-25.9%	COM	354613101
FDS	FACTSET RESEARCH SYSTEMS	5,133	$832K	0.2%	$100.18	+56.2%	COM	303075105
—	CORE LABORATORIES N V	6,591	$740K	0.2%	$123.87	—	COM	N22717107
KO	COCA COLA	16,955	$717K	0.2%	$29.29	+11.1%	COM	191216100
—	LEAR	5,199	$630K	0.2%	$130.62	—	COM	521865105
DCI	DONALDSON	16,363	$610K	0.2%	$29.44	+6.5%	COM	257651109
—	UNITED TECHNOLOGIES	5,157	$523K	0.1%	$95.50	—	COM	913017109
CASY	CASEY'S GENERAL STORES	4,071	$489K	0.1%	$112.69	+6.6%	COM	147528103
CHRW	C H ROBINSON WORLDWIDE	6,789	$478K	0.1%	$55.39	+1.4%	COM	12541W209
—	FORD	35,300	$426K	0.1%	$15.45	—	COM	345370100
IJS	ISHARES S&P SMALLCAP VALUE	2,414	$301K	0.1%	$124.69	—	COM	464287879
V	VISA	3,122	$258K	0.1%	$74.99	0.0%	COM	92826C839