Companies covered: Toro Company (The) (NYSE:TTC), Molina Healthcare Inc (NYSE:MOH), Centene Corporation (NYSE:CNC), PRA Health Sciences, Inc. (NASDAQ:PRAH), Fair Isaac Corporation (NYSE:FICO), MarketAxess Holdings, Inc. (NASDAQ:MKTX), Goldman Sachs Group, Inc. (The) (NYSE:GS), Waste Connections, Inc. (NYSE:WCN), Brookfield Asset Management Inc (NYSE:BAM), UnitedHealth Group Incorporated (NYSE:UNH), Microsoft Corporation (NASDAQ:MSFT), Visa Inc. (NYSE:V), Apple Inc. (NASDAQ:AAPL), Intact Financial Corporation (OTCMKTS:IFCZF), TMX Group Ltd. (OTCMKTS:TMXXF), Mastercard Incorporated (NYSE:MA), Costco Wholesale Corporation (NASDAQ:COST), Union Pacific Corporation (NYSE:UNP), Nike, Inc. (NYSE:NKE), Canadian National Railway Company (NYSE:CNI), Gencor Industries Inc. (NASDAQ:GENC), Astec Industries, Inc. (NASDAQ:ASTE), Natural Gas Services Group, Inc. (NYSE:NGS), A-Mark Precious Metals, Inc. (NASDAQ:AMRK), Crawford & Company (NYSE:CRD/B), BP p.l.c. (NYSE:BP)