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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MUELLER INDS INC | $3.4M | 30593 | 14.67% |
| 2 | HUBBELL INC | $2.9M | 5986 | 12.71% |
| 3 | WW GRAINGER INC | $2.8M | 2541 | 11.99% |
| 4 | ALPHABET INC | $2.6M | 8955 | 11.14% |
| 5 | BROADCOM INC | $2.5M | 7929 | 10.62% |
| 6 | BOSTON SCIENTIFIC CORP | $2.4M | 39000 | 10.59% |
| 7 | ARCH CAP GROUP LTD | $1.6M | 16366 | 6.80% |
| 8 | SHERWIN WILLIAMS CO | $1.3M | 4127 | 5.72% |
| 9 | OREILLY AUTOMOTIVE INC | $1.1M | 12360 | 4.94% |
| 10 | COPART INC | $994K | 29942 | 4.30% |
| 11 | AUTOZONE INC | $949K | 281 | 4.11% |
| 12 | AFLAC INC | $560K | 5102 | 2.42% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.