Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MA	MASTERCARD	135,727	$13.81M	3.8%	$101.76 *	$71.84	+34.2%	COM	57636Q104
MKC	MC CORMICK	129,995	$12.99M	3.6%	$99.92 *	$29.04	+43.9%	COM	579780206
TTC	TORO	242,875	$11.38M	3.1%	$46.84	$39.52	+18.5%	COM	891092108
AAPL	APPLE INC	95,100	$10.75M	3.0%	$113.05 *	$18.98	+36.6%	COM	037833100
—	CR BARD	47,528	$10.66M	2.9%	$224.27	$127.81	—	COM	067383109
—	ACCENTURE PLC	86,288	$10.54M	2.9%	$122.16	$72.33	—	COM	G1150G111
NEU	NEWMARKET CORP	24,057	$10.33M	2.8%	$429.31 *	$236.75	+51.4%	COM	651587107
APH	AMPHENOL	156,347	$10.15M	2.8%	$64.92 *	$10.13	+46.8%	COM	032095101
MSFT	MICROSOFT	173,692	$10M	2.8%	$57.60 *	$27.27	+88.7%	COM	594918104
GILD	GILEAD SCIENCES	124,165	$9.823M	2.7%	$79.11 *	$41.75	+35.4%	COM	375558103
ROST	ROSS STORES	152,466	$9.803M	2.7%	$64.30 *	$37.55	+56.3%	COM	778296103
ORCL	ORACLE	238,770	$9.378M	2.6%	$39.28 *	$27.71	+23.3%	COM	68389X105
SEIC	S E I INVESTMENTS	199,322	$9.091M	2.5%	$45.61 *	$26.69	+51.9%	COM	784117103
—	DR PEPPER SNAPPLE GROUP	96,092	$8.774M	2.4%	$91.31	$83.97	—	COM	26138E109
CPRT	COPART INC	163,590	$8.761M	2.4%	$53.55 *	$4.37	+53.1%	COM	217204106
PEP	PEPSICO	80,306	$8.734M	2.4%	$108.76 *	$57.84	+42.2%	COM	713448108
AMGN	AMGEN	52,120	$8.694M	2.4%	$166.81 *	$127.72	-1.1%	COM	031162100
TJX	TJX COMPANIES	112,543	$8.415M	2.3%	$74.77 *	$23.65	+38.7%	COM	872540109
GGG	GRACO	113,305	$8.384M	2.3%	$73.99 *	$18.13	+20.5%	COM	384109104
ROL	ROLLINS	283,201	$8.292M	2.3%	$29.28 *	$7.22	+60.4%	COM	775711104
CTSH	COGNIZANT TECH	171,348	$8.175M	2.3%	$47.71 *	$37.50	+12.8%	COM	192446102
GPN	GLOBAL PAYMENTS	104,699	$8.036M	2.2%	$76.75 *	$52.87	+38.1%	COM	37940X102
DLX	DELUXE CORP	110,814	$7.404M	2.0%	$66.81 *	$36.90	+22.7%	COM	248019101
PKG	PACKAGING CORP OF AMERICA	89,311	$7.257M	2.0%	$81.26 *	$49.97	+24.1%	COM	695156109
NKE	NIKE	135,919	$7.156M	2.0%	$52.65 *	$40.98	+14.0%	COM	654106103
—	VARIAN MEDICAL SYSTEMS	69,174	$6.884M	1.9%	$99.52	$69.18	—	COM	92220P105
AME	AMETEK	137,232	$6.556M	1.8%	$47.77 *	$38.40	+17.0%	COM	031100100
CBRL	CRACKER BARREL	48,893	$6.464M	1.8%	$132.21 *	$57.46	+55.1%	COM	22410J106
—	DOLLAR TREE	80,569	$6.359M	1.8%	$78.93	$57.08	—	COM	256747106
—	EATON VANCE	152,286	$5.946M	1.6%	$39.04	$38.05	—	COM	278265103
ORLY	O'REILLY AUTOMOTIVE	20,824	$5.833M	1.6%	$280.11 *	$14.11	+32.3%	COM	67103H107
PII	POLARIS INDUSTRIES	72,233	$5.593M	1.5%	$77.43	$92.79	-16.5%	COM	731068102
SLGN	SILGAN HOLDINGS	105,406	$5.332M	1.5%	$50.59 *	$23.90	+5.9%	COM	827048109
SYK	STRYKER	43,438	$5.056M	1.4%	$116.40 *	$58.33	+80.2%	COM	863667101
NVO	NOVO-NORDISK ADR	118,351	$4.922M	1.4%	$41.59	$39.59	+5.1%	COM	670100205
—	KELLOGG	62,536	$4.844M	1.3%	$77.46 *	$39.37	+32.6%	COM	487836108
CNI	CANADIAN NATIONAL RAILWAY	73,980	$4.838M	1.3%	$65.40 *	$45.92	+20.3%	COM	136375102
ABBV	ABBVIE	66,890	$4.218M	1.2%	$63.06 *	$26.95	+58.9%	COM	00287Y109
—	ROCKWELL COLLINS	41,185	$3.473M	1.0%	$84.33	$63.77	—	COM	774341101
—	HANESBRANDS	123,782	$3.125M	0.9%	$25.25	$28.08	—	COM	410345102
—	PATTERSON COMPANIES	63,837	$2.932M	0.8%	$45.93	$38.19	—	COM	703412106
—	VISTA OUTDOOR	73,326	$2.922M	0.8%	$39.85	$45.42	—	COM	928377100
KMB	KIMBERLY-CLARK	23,107	$2.914M	0.8%	$126.11 *	$64.20	+42.8%	COM	494368103
—	LAB CORP OF AMER	21,061	$2.895M	0.8%	$137.46	$100.61	—	COM	50540R409
—	ORBITAL ATK	34,910	$2.661M	0.7%	$76.22	$77.57	—	COM	68557N103
DHR	DANAHER CORP	32,386	$2.538M	0.7%	$78.37 *	$27.44	+142.1%	COM	235851102
LLY	LILLY (ELI) & CO	29,326	$2.353M	0.6%	$80.24 *	$43.24	+59.5%	COM	532457108
EXPD	EXPEDITORS INTL	44,442	$2.289M	0.6%	$51.51 *	$32.84	+39.5%	COM	302130109
—	BIO-TECHNE CORP	18,922	$2.071M	0.6%	$109.45	$76.00	—	COM	878377100
MDT	MEDTRONIC PLC	22,432	$1.938M	0.5%	$86.39 *	$58.61	+16.9%	COM	G5960L103
IBM	I B M	11,712	$1.86M	0.5%	$158.81 *	$113.72	-10.2%	COM	459200101
MTD	METTLER-TOLEDO	4,042	$1.696M	0.5%	$419.59	$222.53	+88.7%	COM	592688105
UPS	UNITED PARCEL SERVICE	13,058	$1.428M	0.4%	$109.36 *	$63.00	+23.2%	COM	911312106
TSM	TAIWAN SEMICONDUCTOR MFG CO	39,715	$1.214M	0.3%	$30.57	$24.07	+27.1%	COM	874039100
AAP	ADVANCE AUTO PARTS INC	8,066	$1.202M	0.3%	$149.02 *	$100.93	+29.5%	COM	00751Y106
RHI	ROBERT HALF INTL	30,197	$1.143M	0.3%	$37.85	$44.57	-15.1%	COM	770323103
CL	COLGATE PALMOLIVE	15,393	$1.141M	0.3%	$74.12 *	$50.19	+18.8%	COM	194162103
INTC	INTEL	30,169	$1.138M	0.3%	$37.72 *	$17.72	+72.6%	COM	458140100
—	AON PLC	9,914	$1.115M	0.3%	$112.47	$116.32	—	COM	G0408V102
—	SCRIPPS NETWKS INTERACTIVE	16,969	$1.077M	0.3%	$63.47	$72.19	—	COM	811065101
ALK	ALASKA AIR GROUP INC	15,246	$1.004M	0.3%	$65.85 *	$65.53	-5.9%	COM	011659109
BEN	FRANKLIN RESOURCES	27,747	$986K	0.3%	$35.54 *	$29.78	-25.1%	COM	354613101
FDS	FACTSET RESEARCH SYSTEMS	5,133	$832K	0.2%	$162.09 *	$100.18	+47.2%	COM	303075105
—	CORE LABORATORIES N V	6,591	$740K	0.2%	$112.27	$123.87	—	COM	N22717107
KO	COCA COLA	16,955	$717K	0.2%	$42.29 *	$29.29	+8.0%	COM	191216100
—	LEAR	5,199	$630K	0.2%	$121.18	$130.62	—	COM	521865105
DCI	DONALDSON	16,363	$610K	0.2%	$37.28 *	$29.44	+9.4%	COM	257651109
—	UNITED TECHNOLOGIES	5,157	$523K	0.1%	$101.42	$95.50	—	COM	913017109
CASY	CASEY'S GENERAL STORES	4,071	$489K	0.1%	$120.12 *	$112.69	-0.4%	COM	147528103
CHRW	C H ROBINSON WORLDWIDE	6,789	$478K	0.1%	$70.41 *	$55.39	+2.3%	COM	12541W209
—	FORD	35,300	$426K	0.1%	$12.07	$15.45	—	COM	345370100
IJS	ISHARES S&P SMALLCAP VALUE	2,414	$301K	0.1%	$124.69 *	$61.35	+1.7%	COM	464287879
V	VISA	3,122	$258K	0.1%	$82.64 *	$74.99	+3.4%	COM	92826C839