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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co COM 88579Y101   3,837 32,000 SH   SOLE NONE 32,000 0 0
ALPHABET INC CAP STK CL A 02079K305   10,588 120,000 SH   SOLE NONE 120,000 0 0
AMER EXPRESS CO COM 025816109   5,910 40,000 SH   SOLE NONE 40,000 0 0
AMETEK Inc COM 031100100   2,794 20,000 SH   SOLE NONE 20,000 0 0
ANALOG DEVICES INC COM 032654105   2,592 15,800 SH   SOLE NONE 15,800 0 0
ANSYS, INC. COM 03662Q105   1,450 6,000 SH   SOLE NONE 6,000 0 0
APTARGROUP INC COM 038336103   825 7,500 SH   SOLE NONE 7,500 0 0
ARISTA NETWORKS INC COM 040413106   1,820 15,000 SH   SOLE NONE 15,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103   7,882 33,000 SH   SOLE NONE 33,000 0 0
Amphenol Corp CL A 032095101   2,589 34,000 SH   SOLE NONE 34,000 0 0
Apple Inc COM 037833100   3,898 30,000 SH   SOLE NONE 30,000 0 0
Ares Management LLC CL A 339750101   2,159 31,000 SH   SOLE NONE 31,000 0 0
BROWN-FORMAN CORP CL B 115637209   1,938 29,500 SH   SOLE NONE 29,500 0 0
Berkshire Hathaway Inc CL B NEW 084670702   12,356 40,000 SH   SOLE NONE 40,000 0 0
BlackRock Inc COM 09247X101   7,441 10,500 SH   SOLE NONE 10,500 0 0
Brown & Brown Inc COM 115236101   1,709 30,000 SH   SOLE NONE 30,000 0 0
CH Robinson Worldwide Inc COM NEW 12541W209   1,373 15,000 SH   SOLE NONE 15,000 0 0
CHUBB LIMITED COM COM H1467J104   7,059 32,000 SH   SOLE NONE 32,000 0 0
COLGATE-PALMOLIVE COM 194162103   5,830 74,000 SH   SOLE NONE 74,000 0 0
Cactus Inc CL A 127203107   1,005 20,000 SH   SOLE NONE 20,000 0 0
Chipotle Mexican Grill Inc COM 169656105   832 600 SH   SOLE NONE 600 0 0
Copart Inc COM 217204106   11,447 188,000 SH   SOLE NONE 188,000 0 0
Danaher Corp COM 235851102   11,148 42,000 SH   SOLE NONE 42,000 0 0
Dollar General Corp COM 256677105   1,231 5,000 SH   SOLE NONE 5,000 0 0
ECOLAB INC COM 278865100   2,984 20,500 SH   SOLE NONE 20,500 0 0
EOG Resources Inc COM 26875P101   2,590 20,000 SH   SOLE NONE 20,000 0 0
EPAM Systems Inc COM 29414B104   1,311 4,000 SH   SOLE NONE 4,000 0 0
Edwards Lifesciences Corp COM 28176E108   1,865 25,000 SH   SOLE NONE 25,000 0 0
FACEBOOK INC CL A 30303M102   10,831 90,000 SH   SOLE NONE 90,000 0 0
FactSet Research Systems Inc COM 303075105   2,407 6,000 SH   SOLE NONE 6,000 0 0
Fastenal Co COM 311900104   2,404 50,800 SH   SOLE NONE 50,800 0 0
Genpact Ltd SHS G3922B107   1,390 30,000 SH   SOLE NONE 30,000 0 0
Gentex Corp COM 371901109   1,636 60,000 SH   SOLE NONE 60,000 0 0
Hershey Co/The COM 427866108   4,631 20,000 SH   SOLE NONE 20,000 0 0
Home Depot Inc/The COM 437076102   9,476 30,000 SH   SOLE NONE 30,000 0 0
IDEXX Laboratories Inc COM 45168D104   2,856 7,000 SH   SOLE NONE 7,000 0 0
INTL FLAVORS&FRAG COM 459506101   1,311 12,500 SH   SOLE NONE 12,500 0 0
IPG Photonics Corp COM 44980X109   1,278 13,500 SH   SOLE NONE 13,500 0 0
ISHARES U.S. ENERGY ETF 464287796   13,947 300,000 SH   SOLE NONE 300,000 0 0
Invesco Capital Management LLC KBW BK ETF 46138E628   2,065 40,000 SH   SOLE NONE 40,000 0 0
JB Hunt Transport Services Inc COM 445658107   1,831 10,500 SH   SOLE NONE 10,500 0 0
JPMorgan Chase & Co COM 46625H100   14,751 110,000 SH   SOLE NONE 110,000 0 0
Jack Henry & Associates Inc COM 426281101   3,441 19,600 SH   SOLE NONE 19,600 0 0
Liberty Broadband Corp COM SER A 530307107   759 10,000 SH   SOLE NONE 10,000 0 0
Linde PLC SHS G5494J103   6,524 20,000 SH   SOLE NONE 20,000 0 0
MASTERCARD INC CL A 57636Q104   15,648 45,000 SH   SOLE NONE 45,000 0 0
MICROSOFT CORP COM 594918104   15,828 66,000 SH   SOLE NONE 66,000 0 0
Merck & Co Inc COM 58933Y105   12,426 112,000 SH   SOLE NONE 112,000 0 0
Monster Beverage Corp COM 61174X109   2,691 26,500 SH   SOLE NONE 26,500 0 0
Morningstar Inc COM 617700109   2,166 10,000 SH   SOLE NONE 10,000 0 0
NEXTERA ENERGY COM 65339F101   3,344 40,000 SH   SOLE NONE 40,000 0 0
NIKE INC CL B 654106103   5,031 43,000 SH   SOLE NONE 43,000 0 0
ONEOK Inc COM 682680103   4,918 74,850 SH   SOLE NONE 74,850 0 0
PEPSICO INC COM 713448108   10,840 60,000 SH   SOLE NONE 60,000 0 0
ROPER INDUSTRIES INC COM 776696106   3,673 8,500 SH   SOLE NONE 8,500 0 0
Repligen Corp COM 759916109   1,524 9,000 SH   SOLE NONE 9,000 0 0
ResMed Inc COM 761152107   3,226 15,500 SH   SOLE NONE 15,500 0 0
Rollins Inc COM 775711104   1,836 50,250 SH   SOLE NONE 50,250 0 0
S&P Global Inc COM 78409V104   2,847 8,500 SH   SOLE NONE 8,500 0 0
SCOTTS MIRACLE-GRO CO/THE CL A 810186106   1,944 40,000 SH   SOLE NONE 40,000 0 0
SEI INVESTMENTS COM 784117103   1,609 27,600 SH   SOLE NONE 27,600 0 0
SELECT SECTOR SPDR TECHNOLOGY 81369Y803   9,955 80,000 SH   SOLE NONE 80,000 0 0
SEMPRA ENERGY COM 816851109   5,718 37,000 SH   SOLE NONE 37,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,983 7,000 SH   SOLE NONE 7,000 0 0
T Rowe Price Group Inc COM 74144T108   5,235 48,000 SH   SOLE NONE 48,000 0 0
TEXAS INSTRUMENTS COM 882508104   6,609 40,000 SH   SOLE NONE 40,000 0 0
TJX Cos Inc/The COM 872540109   6,810 85,547 SH   SOLE NONE 85,547 0 0
TRACTOR SUPPLY CO COM 892356106   4,387 19,500 SH   SOLE NONE 19,500 0 0
Thermo Fisher Scientific Inc COM 883556102   5,232 9,500 SH   SOLE NONE 9,500 0 0
Toro Co/The COM 891092108   7,358 65,000 SH   SOLE NONE 65,000 0 0
Trex Co Inc COM 89531P105   423 10,000 SH   SOLE NONE 10,000 0 0
Tyler Technologies Inc COM 902252105   2,015 6,250 SH   SOLE NONE 6,250 0 0
Union Pacific Corp COM 907818108   6,937 33,500 SH   SOLE NONE 33,500 0 0
UnitedHealth Group Inc COM 91324P102   13,255 25,000 SH   SOLE NONE 25,000 0 0
VERIZON COMMUN COM 92343V104   5,280 134,000 SH   SOLE NONE 134,000 0 0
Veeva Systems Inc CL A COM 922475108   4,357 27,000 SH   SOLE NONE 27,000 0 0
Walmart Inc COM 931142103   7,515 53,000 SH   SOLE NONE 53,000 0 0
West Pharmaceutical Services I COM 955306105   1,177 5,000 SH   SOLE NONE 5,000 0 0
YUM BRANDS INC COM 988498101   1,921 15,000 SH   SOLE NONE 15,000 0 0