| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 165 | 4,049,032 | TYL, HEI, TDG, WCN | 13F-HR | 4/29/2025 | 000108514625002466 |
| Q4 2024 | 163 | 4,152,171 | TYL, TDG, LII, MSCI | 13F-HR | 1/28/2025 | 000108514625000521 |
| Q3 2024 | 165 | 4,108,663 | TDG, TYL, CTAS, FICO | 13F-HR | 11/8/2024 | 000108514624005463 |
| Q2 2024 | 170 | 3,699,368 | TDG, CTAS, TYL, LII | 13F-HR | 8/13/2024 | 000108514624003761 |
| Q1 2024 | 175 | 3,636,256 | TDG, CTAS, MSCI, TYL | 13F-HR | 5/30/2024 | 000108514624002681 |
| Q4 2023 | 176 | 3,233,911 | TDG, CTAS, IT, TYL | 13F-HR | 2/14/2024 | 000108514624001273 |
| Q3 2023 | 184 | 2,735,251 | TDG, CTAS, CDNS, WRB | 13F-HR | 11/13/2023 | 000108514623004325 |
| Q2 2023 | 186 | 2,683,319 | TDG, CTAS, CDNS, TDY | 13F-HR | 8/9/2023 | 000108514623003199 |
| Q1 2023 | 193 | 2,536,764 | CTAS, TDG, CDNS, TDY | 13F-HR | 4/27/2023 | 000108514623001936 |
| Q4 2022 | 192 | 2,329,749 | CTAS, TDG, CDNS, TMO | 13F-HR | 2/14/2023 | 000108514623001285 |
| Q3 2022 | 198 | 2,259,699 | CTAS, DHR, CDNS, TMO | 13F-HR | 11/3/2022 | 000108514622003765 |
| Q2 2022 | 202 | 2,423,366 | TDY, CTAS, DHR, TMO | 13F-HR | 7/22/2022 | 000108514622002543 |
| Q1 2022 | 217 | 3,359,890 | TDY, DHR, ROP, SPGI | 13F-HR | 5/9/2022 | 000108514622001882 |
| Q4 2021 | 226 | 3,963,695 | TDY, DHR, TMO, ROP | 13F-HR | 2/11/2022 | 000108514622000894 |
| Q3 2021 | 222 | 3,789,655 | TDY, DHR, CRM, TMO | 13F-HR | 11/15/2021 | 000108514621003328 |
| Q2 2021 | 222 | 3,783,090 | TDY, DHR, ROP, CRM | 13F-HR | 8/5/2021 | 000108514621002247 |
| Q1 2021 | 237 | 3,732,156 | TDY, ANSS, DHR, ROP | 13F-HR | 4/30/2021 | 000108514621001392 |
| Q4 2020 | 241 | 3,825,806 | TDY, ANSS, ROP, DHR | 13F-HR | 2/16/2021 | 000108514621000984 |
| Q3 2020 | 251 | 3,391,351 | ANSS, TDY, CRM, DHR | 13F-HR | 11/5/2020 | 000108514620002754 |
| Q2 2020 | 254 | 3,054,443 | TDY, ANSS, ROP, DHR | 13F-HR | 8/11/2020 | 000108514620002114 |
| Q1 2020 | 253 | 2,500,092 | TDY, ANSS, ROP, MTD | 13F-HR | 4/27/2020 | 000108514620001218 |
| Q4 2019 | 274 | 2,897,875 | TDY, ANSS, HEI, MTD | 13F-HR | 2/13/2020 | 000108514620000641 |
| Q3 2019 | 296 | 2,709,580 | TDY, HEI, WCN, ANSS | 13F-HR | 11/12/2019 | 000108514619002844 |
| Q2 2019 | 306 | 2,667,301 | TDY, HEI, MTD, WCN | 13F-HR | 8/5/2019 | 000108514619002072 |
| Q1 2019 | 302 | 2,426,817 | TDY, MTD, TTC, WCN | 13F-HR | 5/13/2019 | 000108514619001467 |
| Q4 2018 | 291 | 2,001,842 | TDY, WCN, TTC, MTD | 13F-HR | 2/14/2019 | 000108514619000712 |
| Q3 2018 | 288 | 2,334,129 | TDY, IDXX, ALXN, ROL | 13F-HR | 10/26/2018 | 000108514618002419 |
| Q2 2018 | 280 | 2,173,772 | ALXN, TDY, WCN, IDXX | 13F-HR | 8/14/2018 | 000108514618002108 |
| Q1 2018 | 275 | 2,091,371 | WCN, TDY, ALXN, TTC | 13F-HR | 5/9/2018 | 000108514618001278 |
| Q4 2017 | 299 | 2,116,824 | ALXN, WCN, TDY, TTC | 13F-HR | 2/14/2018 | 000108514618000887 |
| Q3 2017 | 307 | 2,116,912 | ALXN, WCN, TTC, IDXX | 13F-HR | 11/14/2017 | 000108514617002383 |
| Q2 2017 | 301 | 2,040,065 | ALXN, TTC, WCN, IDXX | 13F-HR | 8/14/2017 | 000108514617001900 |
| Q1 2017 | 292 | 1,961,560 | WCN, TTC, IDXX, TDY | 13F-HR | 5/12/2017 | 000108514617001186 |
| Q4 2016 | 286 | 1,857,838 | WCN, TTC, TDY, IDXX | 13F-HR | 2/14/2017 | 000108514617000792 |
| Q3 2016 | 268 | 1,888,862 | WCN, TTC, ALXN, TJX | 13F-HR | 11/10/2016 | 000108514616004737 |
| Q2 2016 | 272 | 1,822,445 | WCN, TTC, TJX, CHD | 13F-HR | 8/15/2016 | 000108514616004331 |
| Q1 2016 | 286 | 1,791,673 | WCN, TTC, TJX, HSIC | 13F-HR | 5/12/2016 | 000108514616003679 |
| Q4 2015 | 293 | 1,826,986 | WCN, TJX, AGN, TTC | 13F-HR | 2/16/2016 | 000108514616003298 |
| Q3 2015 | 305 | 1,759,234 | TJX, WCN, TTC, META | 13F-HR | 11/16/2015 | 000108514615002410 |
| Q2 2015 | 317 | 1,906,303 | TJX, WCN, AAPL, TTC | 13F-HR | 8/17/2015 | 000108514615001879 |
| Q1 2015 | 329 | 1,941,066 | TJX, CLC, AAPL, CHD | 13F-HR | 4/28/2015 | 000108514615000997 |
| Q4 2014 | 332 | 1,858,629 | TJX, ROP, BFH, CLC | 13F-HR | 1/14/2015 | 000108514615000100 |
| Q3 2014 | 349 | 1,838,492 | TJX, KEX, WCN, ROP | 13F-HR | 11/17/2014 | 000108514614002357 |
| Q2 2014 | 393 | 1,865,698 | KEX, AYI, WCN, TJX | 13F-HR | 7/30/2014 | 000108514614001452 |
| Q1 2014 | 396 | 1,837,313 | TJX, AYI, RTX, AME | 13F-HR | 5/8/2014 | 000108514614001023 |
| Q4 2013 | 409 | 1,834,230 | TJX, AME, ROP, RTX | 13F-HR | 2/18/2014 | 000108514614000742 |