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
ABBOTT LABS COM 002824100 16,536 137,983 SH   SOLE   137,983 0 0
ABBVIE INC COM 00287Y109 3,706 34,250 SH   SOLE   34,250 0 0
ADOBE SYS INC COM 00724F101 7,228 15,205 SH   SOLE   15,205 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,927 62,760 SH   SOLE   62,760 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 13,935 109,600 SH   SOLE   109,600 0 0
ALEXION PHARMACEUTICAL INC COM 015351109 1,227 8,025 SH   SOLE   8,025 0 0
ALPHABET INC CAP STK CL A 02079K305 26,287 12,745 SH   SOLE   12,745 0 0
AMAZON COM INC COM 023135106 13,283 4,293 SH   SOLE   4,293 0 0
AMERICAN TOWER NEW COM 03027X100 3,686 15,420 SH   SOLE   15,420 0 0
AMERICAN WTR WKS CO COM 030420103 1,312 8,750 SH   SOLE   8,750 0 0
ANALOG DEVICES INC COM 032654105 6,653 42,900 SH   SOLE   42,900 0 0
APPLE INC COM 037833100 23,340 191,074 SH   SOLE   191,074 0 0
ARISTA NETWORKS INC COM 040413106 302 1,000 SH   SOLE   1,000 0 0
ATMOS ENERGY CORP COM 049560105 843 8,530 SH   SOLE   8,530 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 817 4,334 SH   SOLE   4,334 0 0
AVERY DENNISON CORP COM 053611109 4,536 24,700 SH   SOLE   24,700 0 0
AZEK CO INC CL A 05478C105 4,343 103,300 SH   SOLE   103,300 0 0
BCE INC COM NEW 05534B760 1,846 40,900 SH   SOLE   40,900 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,570 13,973 SH   SOLE   13,973 0 0
BLACKROCK INC COM 09247X101 16,926 22,450 SH   SOLE   22,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,720 27,250 SH   SOLE   27,250 0 0
BROADCOM INC COM 11135F101 17,851 38,500 SH   SOLE   38,500 0 0
CIGNA CORP NEW COM 125523100 677 2,799 SH   SOLE   2,799 0 0
CANADIAN PAC RY LTD COM 13645T100 23,744 62,600 SH   SOLE   62,600 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,973 3,500 SH   SOLE   3,500 0 0
CHURCH & DWIGHT INC COM 171340102 3,520 40,300 SH   SOLE   40,300 0 0
CLOROX CO DEL COM 189054109 408 2,116 SH   SOLE   2,116 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,896 45,875 SH   SOLE   45,875 0 0
CUMMINS INC COM 231021106 19,692 76,000 SH   SOLE   76,000 0 0
DANAHER CORP DEL COM 235851102 14,071 62,516 SH   SOLE   62,516 0 0
DISNEY WALT CO COM 254687106 8,285 44,900 SH   SOLE   44,900 0 0
DISCOVER FINL SVCS COM 254709108 8,711 91,700 SH   SOLE   91,700 0 0
ECOLAB INC COM 278865100 578 2,700 SH   SOLE   2,700 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,945 23,250 SH   SOLE   23,250 0 0
EMERSON ELEC CO COM 291011104 7,465 82,747 SH   SOLE   82,747 0 0
EPAM SYS INC COM 29414B104 5,435 13,700 SH   SOLE   13,700 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 10,822 64,900 SH   SOLE   64,900 0 0
FISERV INC COM 337738108 246 2,063 SH   SOLE   2,063 0 0
GENERAL MILLS INC COM 370334104 2,281 37,193 SH   SOLE   37,193 0 0
GILEAD SCIENCES INC COM 375558103 641 9,915 SH   SOLE   9,915 0 0
HOLOGIC INC COM 436440101 5,013 67,400 SH   SOLE   67,400 0 0
HOME DEPOT INC COM 437076102 899 2,944 SH   SOLE   2,944 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,551 7,000 SH   SOLE   7,000 0 0
ILLUMINA INC COM 452327109 3,574 9,305 SH   SOLE   9,305 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,009 14,608 SH   SOLE   14,608 0 0
JP MORGAN CHASE & CO COM 46625H100 19,973 131,200 SH   SOLE   131,200 0 0
JACOBS ENGR GROUP INC COM 469814107 9,566 74,000 SH   SOLE   74,000 0 0
JOHNSON & JOHNSON COM 478160104 472 2,874 SH   SOLE   2,874 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 20,401 77,300 SH   SOLE   77,300 0 0
LAUDER ESTEE COS INC CL A 518439104 5,875 20,200 SH   SOLE   20,200 0 0
LILLY ELI & CO COM 532457108 1,232 6,594 SH   SOLE   6,594 0 0
LINDE PLC COM G5494J103 10,365 37,000 SH   SOLE   37,000 0 0
MASCO CORP COM 574599106 1,687 28,167 SH   SOLE   28,167 0 0
MASIMO CORP COM 574795100 3,158 13,752 SH   SOLE   13,752 0 0
MASTERCARD INC CL A 57636Q104 23,595 66,270 SH   SOLE   66,270 0 0
MICROSOFT CORP COM 594918104 29,520 125,208 SH   SOLE   125,208 0 0
NETFLIX INC COM 64110L106 208 400 SH   SOLE   400 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,117 11,483 SH   SOLE   11,483 0 0
NEXTERA ENERGY COM 65339F101 363 4,800 SH   SOLE   4,800 0 0
NIKE INC COM 654106103 11,894 89,500 SH   SOLE   89,500 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 4,856 20,200 SH   SOLE   20,200 0 0
ORACLE CORP COM 68389X105 218 3,100 SH   SOLE   3,100 0 0
PPG IND INC COM 693506107 9,710 64,624 SH   SOLE   64,624 0 0
PAYPAL HLDS INC COM 70450Y103 3,278 13,500 SH   SOLE   13,500 0 0
PROCTER & GAMBLE CO COM 742718109 2,429 17,937 SH   SOLE   17,937 0 0
QORVO INC COM 74736K101 691 3,783 SH   SOLE   3,783 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 605 4,800 SH   SOLE   4,800 0 0
ROYAL GOLD INC COM 780287108 269 2,500 SH   SOLE   2,500 0 0
SALESFORCE COM COM 79466L302 6,601 31,157 SH   SOLE   31,157 0 0
HENRY SCHEIN INC COM 806407102 1,055 15,230 SH   SOLE   15,230 0 0
SHERWIN-WILLIAMS CO COM 824348106 701 950 SH   SOLE   950 0 0
STERICYCLE INC COM 858912108 294 4,351 SH   SOLE   4,351 0 0
STERIS PLC SHS USD G8473T100 1,029 5,400 SH   SOLE   5,400 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 5,746 149,900 SH   SOLE   149,900 0 0
STRYKER CORPORATION COM 863667101 3,293 13,518 SH   SOLE   13,518 0 0
SYNCHRONY FINANCIAL COM 87165B103 11,527 283,500 SH   SOLE   283,500 0 0
TJX COS INC NEW COM 872540109 7,409 112,000 SH   SOLE   112,000 0 0
TEXAS ROADHOUSE INC COM 882681109 11,378 118,600 SH   SOLE   118,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,956 28,389 SH   SOLE   28,389 0 0
TOPBUILD CORP COM 89055F103 577 2,755 SH   SOLE   2,755 0 0
UNION PAC CORP COM 907818108 521 2,364 SH   SOLE   2,364 0 0
UNITED PARCEL SERVICE INC CL B 911312106 576 3,389 SH   SOLE   3,389 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,667 9,855 SH   SOLE   9,855 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,207 72,346 SH   SOLE   72,346 0 0
VISA INC COM CL A 92826C839 15,565 73,513 SH   SOLE   73,513 0 0
WASHINGTON TRUST BANCORP INC COM 940610108 1,101 21,332 SH   SOLE   21,332 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 867 2,700 SH   SOLE   2,700 0 0