The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Becton Dickinson & Co Common 075887109 36,557 146,100 SH   SOLE   146,100 0 0
Charter Communications Inc CL A 16119P108 60,135 90,900 SH   SOLE   90,900 0 0
Ecolab Inc Common 278865100 23,684 109,500 SH   SOLE   109,500 0 0
Fastenal Co Common 311900104 43,923 900,056 SH   SOLE   900,056 0 0
Microsoft Corp Common 594918104 65,825 296,267 SH   SOLE   296,267 0 0
Oracle Corp Common 68389X105 61,598 952,500 SH   SOLE   952,500 0 0
Philip Morris Intl Inc Common 718172109 23,244 281,000 SH   SOLE   281,000 0 0
Texas Instruments Inc Common 882508104 64,648 394,000 SH   SOLE   394,000 0 0
Thermo Fisher Scientific Inc Common 883556102 46,680 100,267 SH   SOLE   100,267 0 0
US Ecology Inc Common 91734M103 7,902 217,505 SH   SOLE   217,505 0 0
Watsco Inc Common 942622200 60,893 268,784 SH   SOLE   268,784 0 0