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
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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
3M Co COM 88579Y101 6,087 38,000 SH   SOLE NONE 38,000 0 0
ALPHABET INC CAP STK CL A 02079K305 10,113 6,900 SH   SOLE NONE 6,900 0 0
AMETEK Inc COM 031100100 1,988 20,000 SH   SOLE NONE 20,000 0 0
ANALOG DEVICES INC COM 032654105 1,786 15,300 SH   SOLE NONE 15,300 0 0
ANSYS, INC. COM 03662Q105 1,963 6,000 SH   SOLE NONE 6,000 0 0
APTARGROUP INC COM 038336103 849 7,500 SH   SOLE NONE 7,500 0 0
AUTOMATIC DATA PROCESSING COM 053015103 4,603 33,000 SH   SOLE NONE 33,000 0 0
Acuity Brands Inc COM 00508Y102 1,228 12,000 SH   SOLE NONE 12,000 0 0
Amphenol Corp CL A 032095101 1,841 17,000 SH   SOLE NONE 17,000 0 0
Ares Management LLC CL A 339750101 2,319 31,000 SH   SOLE NONE 31,000 0 0
BROWN-FORMAN CORP CL B 115637209 2,222 29,500 SH   SOLE NONE 29,500 0 0
BlackRock Inc COM 09247X101 4,508 8,000 SH   SOLE NONE 8,000 0 0
CHENIERE ENERGY IN COM NEW 16411R208 2,915 63,000 SH   SOLE NONE 63,000 0 0
COLGATE-PALMOLIVE COM 194162103 5,709 74,000 SH   SOLE NONE 74,000 0 0
CVS Health Corp COM 126650100 7,125 122,000 SH   SOLE NONE 122,000 0 0
Cabot Oil & Gas Corp COM 127097103 1,562 90,000 SH   SOLE NONE 90,000 0 0
Cactus Inc CL A 127203107 768 40,000 SH   SOLE NONE 40,000 0 0
Cerner Corp COM 156782104 5,349 74,000 SH   SOLE NONE 74,000 0 0
Chevron Corp COM 166764100 8,136 113,000 SH   SOLE NONE 113,000 0 0
Church & Dwight Co Inc COM 171340102 2,249 24,000 SH   SOLE NONE 24,000 0 0
Copart Inc COM 217204106 4,312 41,000 SH   SOLE NONE 41,000 0 0
Dollar General Corp COM 256677105 3,144 15,000 SH   SOLE NONE 15,000 0 0
ECOLAB INC COM 278865100 6,195 31,000 SH   SOLE NONE 31,000 0 0
EOG Resources Inc COM 26875P101 4,313 120,000 SH   SOLE NONE 120,000 0 0
Edwards Lifesciences Corp COM 28176E108 3,113 39,000 SH   SOLE NONE 39,000 0 0
Essential Utilities Inc COM 29670G102 5,092 126,500 SH   SOLE NONE 126,500 0 0
Evergy Inc COM 30034W106 3,964 78,000 SH   SOLE NONE 78,000 0 0
Exxon Mobil Corp COM 30231G102 3,605 105,000 SH   SOLE NONE 105,000 0 0
Facebook Inc CL A 30303M102 13,095 50,000 SH   SOLE NONE 50,000 0 0
FactSet Research Systems Inc COM 303075105 2,009 6,000 SH   SOLE NONE 6,000 0 0
Fastenal Co COM 311900104 2,291 50,800 SH   SOLE NONE 50,800 0 0
FleetCor Technologies Inc COM 339041105 845 3,550 SH   SOLE NONE 3,550 0 0
Gentex Corp COM 371901109 1,828 71,000 SH   SOLE NONE 71,000 0 0
Hershey Co/The COM 427866108 2,867 20,000 SH   SOLE NONE 20,000 0 0
Home Depot Inc/The COM 437076102 8,331 30,000 SH   SOLE NONE 30,000 0 0
IDEXX Laboratories Inc COM 45168D104 3,538 9,000 SH   SOLE NONE 9,000 0 0
INTL FLAVORS&FRAG COM 459506101 1,531 12,500 SH   SOLE NONE 12,500 0 0
IPG Photonics Corp COM 44980X109 2,295 13,500 SH   SOLE NONE 13,500 0 0
Invesco Capital Management LLC KBW BK ETF 46138E628 6,186 165,000 SH   SOLE NONE 165,000 0 0
JB Hunt Transport Services Inc COM 445658107 1,782 14,100 SH   SOLE NONE 14,100 0 0
JPMorgan Chase & Co COM 46625H100 5,776 60,000 SH   SOLE NONE 60,000 0 0
Jack Henry & Associates Inc COM 426281101 3,187 19,600 SH   SOLE NONE 19,600 0 0
Johnson & Johnson COM 478160104 8,858 59,500 SH   SOLE NONE 59,500 0 0
Linde PLC SHS G5494J103 9,763 41,000 SH   SOLE NONE 41,000 0 0
MASTERCARD INC CL A 57636Q104 6,763 20,000 SH   SOLE NONE 20,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,270 22,000 SH   SOLE NONE 22,000 0 0
MICROSOFT CORP COM 594918104 10,096 48,000 SH   SOLE NONE 48,000 0 0
Monster Beverage Corp COM 61174X109 2,125 26,500 SH   SOLE NONE 26,500 0 0
Morningstar Inc COM 617700109 1,606 10,000 SH   SOLE NONE 10,000 0 0
NEXTERA ENERGY COM 65339F101 8,327 30,000 SH   SOLE NONE 30,000 0 0
O'Reilly Automotive Inc COM 67103H107 8,991 19,500 SH   SOLE NONE 19,500 0 0
ONEOK Inc COM 682680103 1,945 74,850 SH   SOLE NONE 74,850 0 0
Otis Worldwide Corp COM 68902V107 5,118 82,000 SH   SOLE NONE 82,000 0 0
PEPSICO INC COM 713448108 8,316 60,000 SH   SOLE NONE 60,000 0 0
Raytheon Technologies Corp None 75513E101 8,040 139,726 SH   SOLE NONE 139,726 0 0
ResMed Inc COM 761152107 2,657 15,500 SH   SOLE NONE 15,500 0 0
Rollins Inc COM 775711104 1,815 33,500 SH   SOLE NONE 33,500 0 0
SCOTTS MIRACLE-GRO CO/THE CL A 810186106 6,062 39,641 SH   SOLE NONE 39,641 0 0
SEI INVESTMENTS COM 784117103 1,400 27,600 SH   SOLE NONE 27,600 0 0
SELECT SECTOR SPDR TECHNOLOGY 81369Y803 7,586 65,000 SH   SOLE NONE 65,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,668 7,000 SH   SOLE NONE 7,000 0 0
STARBUCKS CORP COM 855244109 5,928 69,000 SH   SOLE NONE 69,000 0 0
Schlumberger NV COM 806857108 4,123 265,000 SH   SOLE NONE 265,000 0 0
Sempra Energy COM 816851109 6,510 55,000 SH   SOLE NONE 55,000 0 0
Sherwin-Williams Co/The COM 824348106 10,521 15,100 SH   SOLE NONE 15,100 0 0
T Rowe Price Group Inc COM 74144T108 5,513 43,000 SH   SOLE NONE 43,000 0 0
TJX Cos Inc/The COM 872540109 4,761 85,547 SH   SOLE NONE 85,547 0 0
TRACTOR SUPPLY CO COM 892356106 2,795 19,500 SH   SOLE NONE 19,500 0 0
Thermo Fisher Scientific Inc COM 883556102 4,194 9,500 SH   SOLE NONE 9,500 0 0
Tyler Technologies Inc COM 902252105 2,179 6,250 SH   SOLE NONE 6,250 0 0
Union Pacific Corp COM 907818108 6,595 33,500 SH   SOLE NONE 33,500 0 0
VERIZON COMMUN COM 92343V104 5,890 99,000 SH   SOLE NONE 99,000 0 0
Varian Medical Systems Inc COM 92220P105 1,032 6,000 SH   SOLE NONE 6,000 0 0
Walmart Inc COM 931142103 7,415 53,000 SH   SOLE NONE 53,000 0 0
Wells Fargo & Co COM 949746101 1,693 72,000 SH   SOLE NONE 72,000 0 0