Security
Description
Shares
Value
Caterpillar,
Inc.
........................................................
3,302
$
976,302
Cintas
Corp.
..........................................................
2,766
1,666,958
Copart,
Inc.
(a)
.........................................................
27,463
1,345,687
CSX
Corp.
............................................................
40,523
1,404,932
Cummins,
Inc.
.........................................................
4,556
1,091,481
Deere
&
Co.
..........................................................
2,341
936,096
Delta
Air
Lines,
Inc.
.....................................................
20,402
820,772
Dover
Corp.
...........................................................
7,371
1,133,734
Eaton
Corp.
PLC
.......................................................
4,383
1,055,514
EMCOR
Group,
Inc.
....................................................
4,240
913,423
Equifax,
Inc.
..........................................................
4,558
1,127,148
Expeditors
International
of
Washington,
Inc.
....................................
9,365
1,191,228
Fastenal
Co.
...........................................................
21,023
1,361,660
FedEx
Corp.
..........................................................
3,877
980,765
Fortive
Corp.
..........................................................
15,112
1,112,697
General
Dynamics
Corp.
..................................................
7,262
1,885,724
General
Electric
Co.
.....................................................
9,338
1,191,809
Graco,
Inc.
...........................................................
12,688
1,100,811
HEICO
Corp.
..........................................................
6,247
1,117,401
Honeywell
International,
Inc.
..............................................
7,390
1,549,757
Howmet
Aerospace,
Inc.
..................................................
23,612
1,277,881
Hubbell,
Inc.
..........................................................
2,848
936,793
IDEX
Corp.
...........................................................
5,446
1,182,381
Illinois
Tool
Works,
Inc.
..................................................
4,894
1,281,934
Ingersoll
Rand,
Inc.
.....................................................
15,199
1,175,491
J.B.
Hunt
Transport
Services,
Inc.
...........................................
5,542
1,106,959
Jacobs
Solutions,
Inc.
....................................................
9,145
1,187,021
Johnson
Controls
International
PLC
..........................................
16,801
968,410
L3Harris
Technologies,
Inc.
...............................................
7,167
1,509,514
Leidos
Holdings,
Inc.
....................................................
10,038
1,086,513
Lennox
International,
Inc.
.................................................
2,381
1,065,545
Lincoln
Electric
Holdings,
Inc.
.............................................
5,686
1,236,478
Lockheed
Martin
Corp.
...................................................
3,731
1,691,038
Masco
Corp.
..........................................................
16,406
1,098,874
Nordson
Corp.
.........................................................
4,090
1,080,414
Norfolk
Southern
Corp.
..................................................
6,135
1,450,191
Northrop
Grumman
Corp.
.................................................
3,081
1,442,339
Old
Dominion
Freight
Line,
Inc.
............................................
1,828
740,943
Otis
Worldwide
Corp.
....................................................
15,648
1,400,027
Owens
Corning
........................................................
6,737
998,626
PACCAR,
Inc.
.........................................................
13,100
1,279,215
Parker-Hannifin
Corp.
...................................................
2,385
1,098,769
Paychex,
Inc.
..........................................................
9,599
1,143,337
Paycom
Software,
Inc.
...................................................
2,327
481,037
Paylocity
Holding
Corp.
(a)
................................................
3,631
598,570
Quanta
Services,
Inc.
....................................................
5,240
1,130,792
Regal
Rexnord
Corp.
....................................................
5,022
743,356
Republic
Services,
Inc.
...................................................
11,063
1,824,399
Rockwell
Automation,
Inc.
................................................
3,028
940,133
Rollins,
Inc.
...........................................................
33,427
1,459,757
RTX
Corp.
............................................................
14,107
1,186,963
Saia,
Inc.
(a)
...........................................................
1,486
651,195
Snap-on,
Inc.
..........................................................
4,297
1,241,145
Southwest
Airlines
Co.
...................................................
26,387
762,057
SS&C
Technologies
Holdings,
Inc.
..........................................
19,385
1,184,617
Stanley
Black
&
Decker,
Inc.
..............................................
7,906
775,579
Textron,
Inc.
..........................................................
13,640
1,096,929
The
Toro
Co.
..........................................................
10,828
1,039,380
Trane
Technologies
PLC
..................................................
5,321
1,297,792
TransDigm
Group,
Inc.
...................................................
1,355
1,370,718
TransUnion
...........................................................
10,587
727,433
U-Haul
Holding
Co.
.....................................................
12,941
911,564
Union
Pacific
Corp.
.....................................................
4,729
1,161,537
United
Airlines
Holdings,
Inc.
(a)
............................................
14,236
587,377