Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting TRAVELERS COMPANIES INC,TRV,,Sell,89417E109,6604000.0,36140.0,5.215 APPLE INC,AAPL,,Sell,037833100,6267000.0,35892.0,4.949 RAYMOND JAMES FINL INC,RJF,,Sell,754730109,6079000.0,55309.0,4.8 PAYCHEX INC,PAYX,,Sell,704326107,5985000.0,43854.0,4.726 PERKINELMER INC,PKI,,Sell,714046109,5592000.0,32055.0,4.416 MICROSOFT CORP,MSFT,,Sell,594918104,5585000.0,18116.0,4.41 WASTE MGMT INC DEL,WM,,Sell,94106L109,5511000.0,34771.0,4.352 FORTINET INC,FTNT,,Sell,34959E109,5424000.0,15873.0,4.283 CINTAS CORP,CTAS,,Sell,172908105,5360000.0,12601.0,4.233 FISERV INC,FISV,,Sell,337738108,5251000.0,51782.0,4.147 ADOBE SYSTEMS INCORPORATED,ADBE,,Sell,00724F101,5041000.0,11063.0,3.981 DANAHER CORPORATION,DHR,,Sell,235851102,5006000.0,17065.0,3.953 CAPITAL ONE FINL CORP,COF,,Sell,14040H105,4991000.0,38013.0,3.941 BROADRIDGE FINL SOLUTIONS IN,BR,,Sell,11133T103,4988000.0,32035.0,3.939 HONEYWELL INTL INC,HON,,Sell,438516106,4696000.0,24136.0,3.708 SKECHERS U S A INC,SKX,cl a,Sell,830566105,4650000.0,114088.0,3.672 AVERY DENNISON CORP,AVY,,Sell,053611109,4634000.0,26635.0,3.659 VULCAN MATLS CO,VMC,,Sell,929160109,4532000.0,24671.0,3.579 DISNEY WALT CO,DIS,,Sell,254687106,4473000.0,32612.0,3.532 APPLIED MATLS INC,AMAT,,Sell,038222105,4457000.0,33814.0,3.52 FORTIVE CORP,FTV,,Sell,34959J108,4296000.0,70509.0,3.392 HOME DEPOT INC,HD,,Sell,437076102,4269000.0,14262.0,3.371 AGILENT TECHNOLOGIES INC,A,,Sell,00846U101,4108000.0,31041.0,3.244 APTIV PLC,APTV,,Sell,G6095L109,4096000.0,34214.0,3.235 ZEBRA TECHNOLOGIES CORPORATI,ZBRA,cl a,Sell,989207105,3826000.0,9248.0,3.021 STERICYCLE INC,SRCL,, ,858912108,508000.0,8628.0,0.401 MARRIOTT INTL INC NEW,MAR,cl a, ,571903202,404000.0,2296.0,0.319 THERMO FISHER SCIENTIFIC INC,TMO,,Exit,883556102,0.0,-309.0,-0.096 BK OF AMERICA CORP,BAC,,Exit,060505104,0.0,-4734.0,-0.099