The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUITY BRANDS (HOLDING CO) INC COMMON STOCK 00508Y102 1,440 12,000 SH   DFND 0 12,000 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 8,721 7,410 SH   DFND 0 7,400 0 0
AMPHENOL CORP COMMON STOCK 032095101 1,794 19,000 SH   DFND 0 19,000 0 0
ANALOG DEVICES INC COMMON STOCK 032654105 947 9,000 SH   DFND 0 9,000 0 0
APTARGROUP INC COMMON STOCK 038336103 798 7,500 SH   DFND 0 7,500 0 0
AQUA AMERICA INC COMMON STOCK 03836W103 4,438 121,800 SH   DFND 0 121,800 0 0
BLACKROCK INC COMMON STOCK 09247X101 3,425 8,015 SH   DFND 0 8,015 0 0
BROWN FORMAN CORP CLASS B COMMON STOCK 115637209 1,557 29,500 SH   DFND 0 29,500 0 0
CABOT OIL & GAS CORP COMMON STOCK 127097103 861 33,000 SH   DFND 0 33,000 0 0
CERNER CORP COMMON STOCK 156782104 4,577 80,000 SH   DFND 0 80,000 0 0
CH ROBINSON WORLDWIDE INC COMMON STOCK 12541W209 4,356 50,075 SH   DFND 0 50,075 0 0
CHEVRON CORPORATION COMMON STOCK 166764100 8,253 67,000 SH   DFND 0 67,000 0 0
CHUBB LTD COMMON STOCK H1467J104 4,903 35,000 SH   DFND 0 35,000 0 0
CHURCH & DWIGHT INC COMMON STOCK 171340102 1,994 28,000 SH   DFND 0 28,000 0 0
COGNIZANT TECHNOLOGY SOLUTIONS COMMON STOCK 192446102 4,648 64,150 SH   DFND 0 64,150 0 0
COLGATE PALMOLIVE CO COMMON STOCK 194162103 4,901 71,500 SH   DFND 0 71,500 0 0
COPART INC COMMON STOCK 217204106 3,151 52,000 SH   DFND 0 52,000 0 0
CVS HEALTH CORP COMMON STOCK 126650100 5,771 107,000 SH   DFND 0 107,000 0 0
DIAMONDBACK ENERGY INC COMMON STOCK 25278X109 1,432 14,100 SH   DFND 0 14,100 0 0
DOLLAR GENERAL CORP COMMON STOCK 256677105 1,670 14,000 SH   DFND 0 14,000 0 0
DOLLAR TREE INC COMMON STOCK 256746108 756 7,200 SH   DFND 0 7,200 0 0
EATON VANCE CORP COMMON STOCK 278265103 1,512 37,500 SH   DFND 0 37,500 0 0
ECOLAB INC COMMON STOCK 278865100 6,002 34,000 SH   DFND 0 34,000 0 0
EDWARDS LIFESCIENCES CORP COMMON STOCK 28176E108 2,487 13,000 SH   DFND 0 13,000 0 0
EVERGY INC COMMON STOCK 30034W106 4,944 85,175 SH   DFND 0 85,175 0 0
EXXON MOBIL CORPORATION COMMON STOCK 30231G102 6,418 79,425 SH   DFND 0 79,425 0 0
FACEBOOK INC-A COMMON STOCK 30303M102 4,842 29,050 SH   DFND 0 29,050 0 0
FACTSET RESEARCH SYSTEM INC COMMON STOCK 303075105 2,234 9,000 SH   DFND 0 9,000 0 0
FASTENAL CO COMMON STOCK 311900104 2,084 32,400 SH   DFND 0 32,400 0 0
FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 814 3,300 SH   DFND 0 3,300 0 0
GENTEX CORP COMMON STOCK 371901109 1,468 71,000 SH   DFND 0 71,000 0 0
HALLIBURTON CO COMMON STOCK 406216101 4,395 150,000 SH   DFND 0 150,000 0 0
HOME DEPOT INC COMMON STOCK 437076102 7,119 37,100 SH   DFND 0 37,100 0 0
HUNT JB TRANS SVCS COMMON STOCK 445658107 1,428 14,100 SH   DFND 0 14,100 0 0
IDEXX LABS INC COMMON STOCK 45168D104 3,041 13,600 SH   DFND 0 13,600 0 0
INDUSTRIAL SELECT SECTOR SPDR COMMON STOCK 81369Y704 4,277 57,000 SH   DFND 0 57,000 0 0
INTERNATIONAL FLAVORS & FRAGRA COMMON STOCK 459506101 1,610 12,500 SH   DFND 0 12,500 0 0
IPG PHOTONICS COMMON STOCK 44980X109 1,518 10,000 SH   DFND 0 10,000 0 0
JACK HENRY & ASSOC INC COMMON STOCK 426281101 2,719 19,600 SH   DFND 0 19,600 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 6,045 43,241 SH   DFND 0 43,241 0 0
LINDE PLC COMMON STOCK G5494J103 5,454 31,000 SH   DFND 0 31,000 0 0
LKQ CORP COMMON STOCK 501889208 1,396 49,200 SH   DFND 0 49,200 0 0
MARTIN MARIETTA MATLS INC COMMON STOCK 573284106 7,041 35,000 SH   DFND 0 35,000 0 0
MASTERCARD INC CL A COMMON STOCK 57636Q104 6,357 27,000 SH   DFND 0 27,000 0 0
MCCORMICK & CO INC COMMON STOCK 579780206 4,218 28,000 SH   DFND 0 28,000 0 0
MICROCHIP TECHNOLOGY INC COMMON STOCK 595017104 1,643 19,800 SH   DFND 0 19,800 0 0
MICROSOFT CORP COMMON STOCK 594918104 7,088 60,100 SH   DFND 0 60,100 0 0
MONSTER BEVERAGE CORP COMMON STOCK 61174X109 1,719 31,500 SH   DFND 0 31,500 0 0
MSC INDL DIRECT INC CL A COMMON STOCK 553530106 641 7,750 SH   DFND 0 7,750 0 0
NEXTERA ENERGY INC COMMON STOCK 65339F101 7,153 37,000 SH   DFND 0 37,000 0 0
NIKE INC-CLASS B COMMON STOCK 654106103 4,053 48,125 SH   DFND 0 48,125 0 0
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 7,766 20,000 SH   DFND 0 20,000 0 0
OCEANEERING INTL INC COMMON STOCK 675232102 3,154 200,000 SH   DFND 0 200,000 0 0
ONEOK INC COMMON STOCK 682680103 3,045 43,600 SH   DFND 0 43,600 0 0
PARSLEY ENERGY INC CL A COMMON STOCK 701877102 1,698 88,000 SH   DFND 0 88,000 0 0
PEPSICO INC COMMON STOCK 713448108 7,982 65,132 SH   DFND 0 65,132 0 0
RESMED INC COMMON STOCK 761152107 2,079 20,000 SH   DFND 0 20,000 0 0
ROLLINS INC COMMON STOCK 775711104 2,185 52,500 SH   DFND 0 52,500 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 1,089 25,000 SH   DFND 0 25,000 0 0
SEI INVESTMENTS COMPANY COMMON STOCK 784117103 1,479 28,300 SH   DFND 0 28,300 0 0
SEMPRA ENERGY COMMON STOCK 816851109 6,922 55,000 SH   DFND 0 55,000 0 0
SHERWIN WILLIAMS CO COMMON STOCK 824348106 8,657 20,100 SH   DFND 0 20,100 0 0
STARBUCKS CORP COMMON STOCK 855244109 6,182 83,155 SH   DFND 0 83,155 0 0
T ROWE PRICE GROUP INC COMMON STOCK 74144T108 5,014 50,075 SH   DFND 0 50,075 0 0
TECHNOLOGY SELECT SECTOR SPDR COMMON STOCK 81369Y803 4,810 65,000 SH   DFND 0 65,000 0 0
THE HERSHEY COMPANY COMMON STOCK 427866108 2,492 21,700 SH   DFND 0 21,700 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 7,117 26,000 SH   DFND 0 26,000 0 0
TRACTOR SUPPLY CO COMMON STOCK 892356106 1,906 19,500 SH   DFND 0 19,500 0 0
TYLER TECHNOLOGIES INC COMMON STOCK 902252105 1,635 8,000 SH   DFND 0 8,000 0 0
UNION PAC CORP COMMON STOCK 907818108 8,945 53,500 SH   DFND 0 53,500 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 5,671 44,000 SH   DFND 0 44,000 0 0
VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 850 6,000 SH   DFND 0 6,000 0 0
VERIZON COMMUNICATIONS COMMON STOCK 92343V104 10,595 179,175 SH   DFND 0 179,175 0 0
WALMART INC COMMON STOCK 931142103 6,535 67,000 SH   DFND 0 67,000 0 0
WELLS FARGO & CO COMMON STOCK 949746101 8,418 174,215 SH   DFND 0 174,215 0 0
TECHNIPFMC LTD COMMON STOCK G87110105 706 30,000 SH   DFND 0 30,000 0 0