Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MA	MASTERCARD	135,312	$13.97M	3.8%	$71.84	+36.8%	COM	57636Q104
TTC	TORO	230,895	$12.92M	3.5%	$39.52	+29.1%	COM	891092108
MKC	MC CORMICK	131,535	$12.28M	3.3%	$29.16	+34.4%	COM	579780206
AAPL	APPLE INC	95,604	$11.07M	3.0%	$18.98	+37.5%	COM	037833100
MSFT	MICROSOFT	172,456	$10.72M	2.9%	$27.27	+97.8%	COM	594918104
—	CR BARD	47,604	$10.69M	2.9%	$127.81	—	COM	067383109
APH	AMPHENOL	156,328	$10.51M	2.8%	$10.13	+50.7%	COM	032095101
NEU	NEWMARKET CORP	24,614	$10.43M	2.8%	$239.19	+44.1%	COM	651587107
—	ACCENTURE PLC	86,591	$10.14M	2.7%	$72.33	—	COM	G1150G111
SEIC	S E I INVESTMENTS	200,487	$9.896M	2.7%	$26.69	+55.7%	COM	784117103
ROST	ROSS STORES	148,567	$9.745M	2.6%	$37.55	+59.1%	COM	778296103
CTSH	COGNIZANT TECH	170,482	$9.552M	2.6%	$37.50	+26.5%	COM	192446102
ROL	ROLLINS	282,218	$9.533M	2.6%	$7.22	+71.8%	COM	775711104
GGG	GRACO	113,916	$9.465M	2.6%	$18.13	+28.9%	COM	384109104
ORCL	ORACLE	238,253	$9.16M	2.5%	$27.71	+23.2%	COM	68389X105
CPRT	COPART INC	165,106	$9.148M	2.5%	$4.37	+55.4%	COM	217204106
—	DR PEPPER SNAPPLE GROUP	98,898	$8.967M	2.4%	$84.16	—	COM	26138E109
GILD	GILEAD SCIENCES	124,816	$8.938M	2.4%	$41.75	+27.4%	COM	375558103
TJX	TJX COMPANIES	113,057	$8.493M	2.3%	$23.65	+40.5%	COM	872540109
PEP	PEPSICO	80,943	$8.469M	2.3%	$57.84	+37.2%	COM	713448108
CBRL	CRACKER BARREL	49,224	$8.219M	2.2%	$57.46	+78.5%	COM	22410J106
DLX	DELUXE CORP	113,514	$8.128M	2.2%	$37.10	+22.9%	COM	248019101
AMGN	AMGEN	53,298	$7.792M	2.1%	$127.43	-10.2%	COM	031162100
PKG	PACKAGING CORP OF AMERICA	88,569	$7.512M	2.0%	$49.97	+28.2%	COM	695156109
GPN	GLOBAL PAYMENTS	105,718	$7.337M	2.0%	$52.87	+29.3%	COM	37940X102
NKE	NIKE	135,810	$6.903M	1.9%	$40.98	+11.2%	COM	654106103
AME	AMETEK	136,864	$6.651M	1.8%	$38.40	+16.1%	COM	031100100
—	VARIAN MEDICAL SYSTEMS	70,640	$6.342M	1.7%	$69.61	—	COM	92220P105
—	EATON VANCE	148,783	$6.231M	1.7%	$38.05	—	COM	278265103
—	DOLLAR TREE	79,248	$6.116M	1.7%	$57.08	—	COM	256747106
PII	POLARIS INDUSTRIES	72,485	$5.972M	1.6%	$92.79	-12.1%	COM	731068102
ORLY	O'REILLY AUTOMOTIVE	21,242	$5.913M	1.6%	$14.20	+28.7%	COM	67103H107
SLGN	SILGAN HOLDINGS	105,609	$5.405M	1.5%	$23.90	+5.2%	COM	827048109
SYK	STRYKER	43,441	$5.204M	1.4%	$58.33	+78.2%	COM	863667101
CNI	CANADIAN NATIONAL RAILWAY	75,001	$5.055M	1.4%	$46.05	+21.2%	COM	136375102
—	KELLOGG	62,121	$4.578M	1.2%	$39.37	+27.1%	COM	487836108
NVO	NOVO-NORDISK ADR	120,675	$4.327M	1.2%	$58.12	—	COM	670100205
ABBV	ABBVIE	66,225	$4.147M	1.1%	$26.95	+55.0%	COM	00287Y109
—	ROCKWELL COLLINS	40,460	$3.753M	1.0%	$63.77	—	COM	774341101
—	ORBITAL ATK	32,914	$2.887M	0.8%	$77.57	—	COM	68557N103
—	HANESBRANDS	129,587	$2.795M	0.8%	$27.79	—	COM	410345102
—	LAB CORP OF AMER	21,061	$2.703M	0.7%	$100.61	—	COM	50540R409
KMB	KIMBERLY-CLARK	23,083	$2.634M	0.7%	$64.20	+31.7%	COM	494368103
—	PATTERSON COMPANIES	62,687	$2.572M	0.7%	$38.19	—	COM	703412106
DHR	DANAHER CORP	31,684	$2.466M	0.7%	$27.44	+141.9%	COM	235851102
EXPD	EXPEDITORS INTL	44,442	$2.353M	0.6%	$32.84	+41.8%	COM	302130109
—	VISTA OUTDOOR	63,004	$2.324M	0.6%	$45.42	—	COM	928377100
LLY	LILLY (ELI) & CO	29,189	$2.146M	0.6%	$43.24	+48.5%	COM	532457108
IBM	I B M	11,712	$1.944M	0.5%	$113.72	-9.4%	COM	459200101
ALK	ALASKA AIR GROUP INC	21,122	$1.874M	0.5%	$67.85	+8.9%	COM	011659109
—	BIO-TECHNE CORP	17,372	$1.786M	0.5%	$76.00	—	COM	878377100
MTD	METTLER-TOLEDO	4,042	$1.691M	0.5%	$222.53	+87.0%	COM	592688105
RHI	ROBERT HALF INTL	32,970	$1.608M	0.4%	$44.43	-3.6%	COM	770323103
MDT	MEDTRONIC PLC	22,555	$1.606M	0.4%	$58.61	+6.4%	COM	G5960L103
UPS	UNITED PARCEL SERVICE	12,098	$1.386M	0.4%	$63.00	+27.4%	COM	911312106
—	AON PLC	12,325	$1.374M	0.4%	$115.38	—	COM	G0408V102
AAP	ADVANCE AUTO PARTS INC	8,066	$1.364M	0.4%	$100.93	+36.6%	COM	00751Y106
—	SCRIPPS NETWKS INTERACTIVE	16,673	$1.189M	0.3%	$72.19	—	COM	811065101
TSM	TAIWAN SEMICONDUCTOR MFG CO	38,761	$1.114M	0.3%	$29.84	—	COM	874039100
INTC	INTEL	30,169	$1.094M	0.3%	$17.72	+64.5%	COM	458140100
BEN	FRANKLIN RESOURCES	26,272	$1.039M	0.3%	$29.78	-21.2%	COM	354613101
SPY	S P D R TRUST	4,381	$979K	0.3%	$223.46	—	COM	78462F103
—	LEAR	7,080	$937K	0.3%	$131.08	—	COM	521865105
FDS	FACTSET RESEARCH SYSTEMS	5,333	$871K	0.2%	$101.87	+42.6%	COM	303075105
CASY	CASEY'S GENERAL STORES	6,893	$819K	0.2%	$112.11	-0.8%	COM	147528103
DCI	DONALDSON	16,363	$688K	0.2%	$29.44	+16.4%	COM	257651109
CL	COLGATE PALMOLIVE	10,402	$680K	0.2%	$50.19	+10.3%	COM	194162103
CHRW	C H ROBINSON WORLDWIDE	7,401	$542K	0.1%	$55.63	+4.7%	COM	12541W209
KO	COCA COLA	13,000	$538K	0.1%	$29.29	+6.5%	COM	191216100
EFA	ISHARES TR MSCI EAFE FD	8,646	$499K	0.1%	$57.71	—	COM	464287465
—	UNITED TECHNOLOGIES	4,546	$498K	0.1%	$95.50	—	COM	913017109
—	CORE LABORATORIES N V	3,646	$437K	0.1%	$123.87	—	COM	N22717107
—	FORD	35,300	$428K	0.1%	$15.45	—	COM	345370100
V	VISA	3,122	$243K	0.1%	$74.99	+0.6%	COM	92826C839