Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
JNJ	JOHNSON AND JOHNSON COM	236,130	$30.7M	6.1%	$130.01 *	$60.94	+69.6%	COM	478160104
—	O'REILLY AUTOMOTIVE INC	133,982	$28.86M	5.7%	$215.37	$218.28	—	COM	67103h107
—	SENSATA TECH HLDNG BV, ALMELO	543,282	$26.12M	5.2%	$48.07	$43.71	—	COM	n7902x106
—	3M COMPANY	110,742	$23.25M	4.6%	$209.90	$191.33	—	COM	88579y101
BRK/B	BERKSHIRE HATHAWAY INCORPORATE	117,023	$21.45M	4.2%	$183.32	$112.95	+62.3%	COM	084670702
TJX	TJX COS INC NEW COM	290,140	$21.39M	4.2%	$73.73 *	$20.90	+57.2%	COM	872540109
WAT	WATERS CORPORATION	103,813	$18.64M	3.7%	$179.52	$97.43	+84.3%	COM	941848103
FAST	FASTENAL CO	367,009	$16.73M	3.3%	$45.58 *	$8.56	+7.3%	COM	311900104
IDXX	IDEXX LABORATORIES INC	104,981	$16.32M	3.2%	$155.49	$56.47	+175.3%	COM	45168D104
—	ANSYS INCORPORATED	127,919	$15.7M	3.1%	$122.73	$89.48	—	COM	03662Q105
VRSK	VERISK ANALYTICS INCORPORATED	188,146	$15.65M	3.1%	$83.19 *	$59.80	+33.0%	COM	92345Y106
IEX	IDEX CORP	122,343	$14.86M	2.9%	$121.47 *	$45.08	+143.5%	COM	45167R104
—	EXXON MOBIL CORP COM	173,126	$14.19M	2.8%	$81.98	$82.01	—	COM	30231g102
PAYX	PAYCHEX INC COM	234,178	$14.04M	2.8%	$59.96 *	$28.36	+65.5%	COM	704326107
MTD	METTLER TOLEDO INTERNATIONAL	22,151	$13.87M	2.7%	$626.16	$240.06	+160.8%	COM	592688105
WAB	WABTEC CORPORATION	177,710	$13.46M	2.7%	$75.75 *	$72.75	-0.9%	COM	929740108
ABT	ABBOTT LABS	243,607	$13M	2.6%	$53.36 *	$28.92	+59.6%	COM	002824100
KNX	KNIGHT SWIFT TRANSN HLDGS INCO	312,283	$12.97M	2.6%	$41.55 *	$35.05	+9.7%	COM	499049104
XRAY	DENTSPLY SIRONA INCORPORATED	210,927	$12.62M	2.5%	$59.81	$58.99	+1.4%	COM	24906P109
PEP	PEPSICO INCORPORATED	104,892	$11.69M	2.3%	$111.43 *	$56.04	+54.6%	COM	713448108
BRK/A	BERKSHIRE HATHAWAY INC DELAWA	42	$11.54M	2.3%	$274738.10	$165023.42	+66.5%	COM	084670108
—	ABBVIE INC SHS	110,938	$9.858M	1.9%	$88.86	$65.16	—	COM	00287y109
DCI	DONALDSON INCORPORATED	204,303	$9.386M	1.9%	$45.94 *	$30.35	+32.7%	COM	257651109
ECL	ECOLAB INC COM	61,348	$7.89M	1.6%	$128.61 *	$74.02	+59.1%	COM	278865100
COST	COSTCO WHOLESALE CORPORATION N	42,956	$7.057M	1.4%	$164.28 *	$86.56	+69.6%	COM	22160K105
MKC	MCCORMICK & CO INC COM NON VTG	65,036	$6.675M	1.3%	$102.64 *	$28.13	+55.6%	COM	579780206
PNC	PNC FINCL SERVICES GROUP	47,760	$6.437M	1.3%	$134.78 *	$47.34	+114.6%	COM	693475105
BF/A	BROWN FORMAN CORP CL A	111,264	$6.196M	1.2%	$55.69 *	$21.59	+31.8%	COM	115637100
MA	MASTERCARD INC CL A COM	41,470	$5.856M	1.2%	$141.21 *	$75.59	+78.4%	COM	57636Q104
ITW	ILLINOIS TOOL WKS INCORPORATED	39,476	$5.841M	1.2%	$147.96 *	$50.31	+141.3%	COM	452308109
PG	PROCTER & GAMBLE CO	59,914	$5.451M	1.1%	$90.98 *	$55.23	+32.3%	COM	742718109
—	BARD C R INC COM	16,612	$5.324M	1.1%	$320.49	$110.60	—	COM	067383109
—	CRODA INTERNATIONAL PLC ORD	97,847	$4.978M	1.0%	$50.88	$41.84	—	COM	G25536148
HXL	HEXCEL CORP	74,070	$4.253M	0.8%	$57.42	$53.88	+6.6%	COM	428291108
—	GENERAL ELECTRIC	172,338	$4.167M	0.8%	$24.18	$23.43	—	COM	369604103
KO	COCA COLA COMPANY	84,769	$3.815M	0.8%	$45.00 *	$27.81	+25.1%	COM	191216100
—	WALGREENS BOOTS ALLIANCE INC C	43,677	$3.373M	0.7%	$77.23	$76.25	—	COM	931427108
ZTS	ZOETIS INC CL A	52,661	$3.358M	0.7%	$63.77 *	$47.42	+26.1%	COM	98978V103
APD	AIR PRODS & CHEMS INC COM	15,911	$2.406M	0.5%	$151.22 *	$61.55	+99.8%	COM	009158106
KHC	KRAFT HEINZ COMPANY	28,965	$2.246M	0.4%	$77.54 *	$48.06	+9.2%	COM	500754106
MDLZ	MONDELEZ INTL INC CL A	54,692	$2.224M	0.4%	$40.66 *	$23.16	+44.2%	COM	609207105
CVX	CHEVRON CORP NEW COM	17,549	$2.062M	0.4%	$117.50 *	$70.61	+16.7%	COM	166764100
SYBT	STOCK YDS BANCORP INCORPORATED	53,904	$2.048M	0.4%	$37.99	$21.95	+73.1%	COM	861025104
JPM	JP MORGAN CHASE & CO COM ISIN#	19,767	$1.888M	0.4%	$95.51 *	$36.93	+106.6%	COM	46625H100
MRK	MERCK & CO INC NEW COM	29,042	$1.86M	0.4%	$64.05 *	$30.76	+53.8%	COM	58933Y105
SLB	SCHLUMBERGER LTD COM ISIN# AN8	26,197	$1.828M	0.4%	$69.78 *	$53.15	+3.5%	COM	806857108
BF/B	BROWN FORMAN CORP CL B	33,530	$1.821M	0.4%	$54.31 *	$27.71	+34.5%	COM	115637209
AME	AMETEK INC NEW COM	24,774	$1.636M	0.3%	$66.04 *	$46.74	+33.7%	COM	031100100
CLX	CLOROX CO COM	12,101	$1.596M	0.3%	$131.89 *	$63.12	+64.3%	COM	189054109
MSFT	MICROSOFT CORP COM	19,041	$1.418M	0.3%	$74.47 *	$29.81	+128.7%	COM	594918104
PM	PHILIP MORRIS INTL INC COM	12,664	$1.406M	0.3%	$111.02 *	$52.39	+38.2%	COM	718172109
LLY	LILLY ELI & CO COM	14,556	$1.245M	0.2%	$85.53 *	$42.52	+77.4%	COM	532457108
PFE	PFIZER INC	34,195	$1.221M	0.2%	$35.71 *	$17.03	+38.2%	COM	717081103
DOV	DOVER CORP COM	12,198	$1.115M	0.2%	$91.41 *	$39.99	+62.2%	COM	260003108
CINF	CINCINNATI FINL CORP COM	14,284	$1.094M	0.2%	$76.59 *	$32.98	+86.2%	COM	172062101
INTC	INTEL CORP COM	25,778	$982K	0.2%	$38.09 *	$17.36	+83.0%	COM	458140100
ADP	AUTOMATIC DATA PROC	6,613	$723K	0.1%	$109.33 *	$46.41	+97.8%	COM	053015103
DIS	DISNEY WALT CO DISNEY COM	6,829	$673K	0.1%	$98.55 *	$59.29	+56.7%	COM	254687106
IBM	INTERNATIONAL BUSINESS MACHS C	4,552	$660K	0.1%	$144.99 *	$117.87	-17.8%	COM	459200101
—	PRAXAIR INCORPORATED	4,596	$642K	0.1%	$139.69	$102.60	—	COM	74005P104
MO	ALTRIA GROUP INC COM	9,967	$632K	0.1%	$63.41 *	$16.33	+112.1%	COM	02209S103
HUM	HUMANA INC COM	2,000	$487K	0.1%	$243.50 *	$88.83	+156.0%	COM	444859102
—	EXPRESS SCRIPTS HLDG COMPANY	7,582	$480K	0.1%	$63.31	$61.97	—	COM	30219G108
ALLE	ALLEGION PUB LTD CO ORD SHS IS	5,555	$480K	0.1%	$86.41 *	$70.63	+10.8%	COM	G0176J109
HSY	HERSHEY CO COM	4,307	$470K	0.1%	$109.12 *	$65.69	+36.5%	COM	427866108
AAPL	APPLE INC COM	2,377	$366K	0.1%	$153.98 *	$24.91	+44.4%	COM	037833100
—	DOWDUPONT INC COM	5,249	$363K	0.1%	$69.16	$69.16	—	COM	26078J100
PGR	PROGRESSIVE CORP OHIO	7,425	$360K	0.1%	$48.48 *	$17.04	+119.5%	COM	743315103
AZZ	AZZ INC COM	6,680	$325K	0.1%	$48.65 *	$42.40	+2.0%	COM	002474104
WFC	WELLS FARGO & CO NEW COM	5,814	$321K	0.1%	$55.21 *	$37.11	+18.1%	COM	949746101
—	VERSUM MATLS INC COM	7,955	$309K	0.1%	$38.84	$28.03	—	COM	92532W103
T	AT&T INC	7,784	$305K	0.1%	$39.18 *	$13.06	+24.6%	COM	00206R102
V	VISA INC COM CL A	2,666	$281K	0.1%	$105.40 *	$74.99	+32.5%	COM	92826C839
TRN	TRINITY INDS INC COM	8,300	$265K	0.1%	$31.93 *	$12.13	+42.0%	COM	896522109
—	DNP SELECT INCOME FD INC COM	22,500	$258K	0.1%	$11.47	$9.81	—	COM	23325P104
CSX	CSX CORP COM	4,662	$253K	0.0%	$54.27 *	$13.50	+19.9%	COM	126408103
MNRO	MONRO INCORPORATED	4,385	$246K	0.0%	$56.10	$49.82	+12.5%	COM	610236101
DUK	DUKE ENERGY CORP NEW COM NEW	2,800	$235K	0.0%	$83.93 *	$60.82	-1.5%	COM	26441C204
UNP	UNION PAC CORP COM	2,000	$232K	0.0%	$116.00 *	$80.32	+20.4%	COM	907818108
KMB	KIMBERLY CLARK CORPORATION	1,858	$219K	0.0%	$117.87 *	$63.84	+38.2%	COM	494368103
CVE	CENOVUS ENERGY INC	12,880	$129K	0.0%	$10.02 *	$22.40	-61.5%	COM	15135U109