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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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 5,657 38,000 SH   SOLE NONE 38,000 0 0
ALPHABET INC CAP STK CL A 02079K305 16,410 5,900 SH   SOLE NONE 5,900 0 0
AMER EXPRESS CO COM 025816109 6,545 35,000 SH   SOLE NONE 35,000 0 0
AMETEK Inc COM 031100100 2,664 20,000 SH   SOLE NONE 20,000 0 0
ANALOG DEVICES INC COM 032654105 2,610 15,800 SH   SOLE NONE 15,800 0 0
ANSYS, INC. COM 03662Q105 1,906 6,000 SH   SOLE NONE 6,000 0 0
APTARGROUP INC COM 038336103 881 7,500 SH   SOLE NONE 7,500 0 0
ARISTA NETWORKS INC COM 040413106 2,085 15,000 SH   SOLE NONE 15,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103 7,509 33,000 SH   SOLE NONE 33,000 0 0
Amphenol Corp CL A 032095101 2,562 34,000 SH   SOLE NONE 34,000 0 0
Apple Inc COM 037833100 3,492 20,000 SH   SOLE NONE 20,000 0 0
Ares Management LLC CL A 339750101 2,511 31,000 SH   SOLE NONE 31,000 0 0
BROADRIDGE FIN SOL COM 11133T103 3,737 24,000 SH   SOLE NONE 24,000 0 0
BROWN-FORMAN CORP CL B 115637209 1,977 29,500 SH   SOLE NONE 29,500 0 0
Berkshire Hathaway Inc CL B NEW 084670702 10,587 30,000 SH   SOLE NONE 30,000 0 0
BlackRock Inc COM 09247X101 6,495 8,500 SH   SOLE NONE 8,500 0 0
Brown & Brown Inc COM 115236101 2,168 30,000 SH   SOLE NONE 30,000 0 0
CHUBB LIMITED COM COM H1467J104 5,348 25,000 SH   SOLE NONE 25,000 0 0
COLGATE-PALMOLIVE COM 194162103 5,611 74,000 SH   SOLE NONE 74,000 0 0
Cactus Inc CL A 127203107 1,135 20,000 SH   SOLE NONE 20,000 0 0
Cognex Corp COM 192422103 1,543 20,000 SH   SOLE NONE 20,000 0 0
Copart Inc COM 217204106 11,794 94,000 SH   SOLE NONE 94,000 0 0
Dollar General Corp COM 256677105 1,113 5,000 SH   SOLE NONE 5,000 0 0
ECOLAB INC COM 278865100 5,032 28,500 SH   SOLE NONE 28,500 0 0
EOG Resources Inc COM 26875P101 2,385 20,000 SH   SOLE NONE 20,000 0 0
EPAM Systems Inc COM 29414B104 2,669 9,000 SH   SOLE NONE 9,000 0 0
Edwards Lifesciences Corp COM 28176E108 2,943 25,000 SH   SOLE NONE 25,000 0 0
Facebook Inc CL A 30303M102 10,006 45,000 SH   SOLE NONE 45,000 0 0
FactSet Research Systems Inc COM 303075105 2,605 6,000 SH   SOLE NONE 6,000 0 0
Fastenal Co COM 311900104 3,018 50,800 SH   SOLE NONE 50,800 0 0
Gentex Corp COM 371901109 1,750 60,000 SH   SOLE NONE 60,000 0 0
Hershey Co/The COM 427866108 4,333 20,000 SH   SOLE NONE 20,000 0 0
Home Depot Inc/The COM 437076102 8,980 30,000 SH   SOLE NONE 30,000 0 0
IDEXX Laboratories Inc COM 45168D104 3,829 7,000 SH   SOLE NONE 7,000 0 0
INTL FLAVORS&FRAG COM 459506101 1,642 12,500 SH   SOLE NONE 12,500 0 0
IPG Photonics Corp COM 44980X109 1,482 13,500 SH   SOLE NONE 13,500 0 0
ISHARES U.S. ENERGY ETF 464287796 12,276 300,000 SH   SOLE NONE 300,000 0 0
Intel Corp COM 458140100 2,478 50,000 SH   SOLE NONE 50,000 0 0
Invesco Capital Management LLC KBW BK ETF 46138E628 10,517 165,000 SH   SOLE NONE 165,000 0 0
JB Hunt Transport Services Inc COM 445658107 2,108 10,500 SH   SOLE NONE 10,500 0 0
JPMorgan Chase & Co COM 46625H100 8,179 60,000 SH   SOLE NONE 60,000 0 0
Jack Henry & Associates Inc COM 426281101 3,862 19,600 SH   SOLE NONE 19,600 0 0
Johnson & Johnson COM 478160104 10,545 59,500 SH   SOLE NONE 59,500 0 0
Linde PLC SHS G5494J103 11,819 37,000 SH   SOLE NONE 37,000 0 0
MASTERCARD INC CL A 57636Q104 7,148 20,000 SH   SOLE NONE 20,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,391 44,000 SH   SOLE NONE 44,000 0 0
MICROSOFT CORP COM 594918104 17,882 58,000 SH   SOLE NONE 58,000 0 0
Merck & Co Inc COM 58933Y105 9,190 112,000 SH   SOLE NONE 112,000 0 0
Monster Beverage Corp COM 61174X109 2,117 26,500 SH   SOLE NONE 26,500 0 0
Morningstar Inc COM 617700109 2,732 10,000 SH   SOLE NONE 10,000 0 0
NEXTERA ENERGY COM 65339F101 10,165 120,000 SH   SOLE NONE 120,000 0 0
O'Reilly Automotive Inc COM 67103H107 10,617 15,500 SH   SOLE NONE 15,500 0 0
ONEOK Inc COM 682680103 5,287 74,850 SH   SOLE NONE 74,850 0 0
PEPSICO INC COM 713448108 10,043 60,000 SH   SOLE NONE 60,000 0 0
ResMed Inc COM 761152107 3,759 15,500 SH   SOLE NONE 15,500 0 0
Rollins Inc COM 775711104 1,761 50,250 SH   SOLE NONE 50,250 0 0
SEI INVESTMENTS COM 784117103 1,662 27,600 SH   SOLE NONE 27,600 0 0
SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 9,041 66,000 SH   SOLE NONE 66,000 0 0
SELECT SECTOR SPDR TECHNOLOGY 81369Y803 8,741 55,000 SH   SOLE NONE 55,000 0 0
SEMPRA ENERGY COM 816851109 9,247 55,000 SH   SOLE NONE 55,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,257 7,000 SH   SOLE NONE 7,000 0 0
T Rowe Price Group Inc COM 74144T108 7,257 48,000 SH   SOLE NONE 48,000 0 0
TJX Cos Inc/The COM 872540109 5,182 85,547 SH   SOLE NONE 85,547 0 0
TRACTOR SUPPLY CO COM 892356106 4,551 19,500 SH   SOLE NONE 19,500 0 0
Thermo Fisher Scientific Inc COM 883556102 5,611 9,500 SH   SOLE NONE 9,500 0 0
Trex Co Inc COM 89531P105 653 10,000 SH   SOLE NONE 10,000 0 0
Tyler Technologies Inc COM 902252105 2,781 6,250 SH   SOLE NONE 6,250 0 0
Union Pacific Corp COM 907818108 9,153 33,500 SH   SOLE NONE 33,500 0 0
UnitedHealth Group Inc COM 91324P102 14,248 27,938 SH   SOLE NONE 27,938 0 0
VERIZON COMMUN COM 92343V104 5,043 99,000 SH   SOLE NONE 99,000 0 0
VISA INC COM CL A 92826C839 9,536 43,000 SH   SOLE NONE 43,000 0 0
Van Eck Associates Corp OIL SERVICES ETF 92189H607 11,302 40,000 SH   SOLE NONE 40,000 0 0
Walmart Inc COM 931142103 7,893 53,000 SH   SOLE NONE 53,000 0 0
West Pharmaceutical Services I COM 955306105 2,054 5,000 SH   SOLE NONE 5,000 0 0
YUM BRANDS INC COM 988498101 1,778 15,000 SH   SOLE NONE 15,000 0 0
ZILLOW GROUP INC CL A CL A 98954M101 1,809 37,500 SH   SOLE NONE 37,500 0 0