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 1,957 16,883 SH   SOLE   16,883 0 0
ABBVIE INC COM 00287Y109 3,858 34,250 SH   SOLE   34,250 0 0
ADOBE SYS INC COM 00724F101 21,906 37,405 SH   SOLE   37,405 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,801 61,760 SH   SOLE   61,760 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 19,511 132,000 SH   SOLE   132,000 0 0
ALEXION PHARMACEUTICAL INC COM 015351109 1,401 7,625 SH   SOLE   7,625 0 0
ALPHABET INC CAP STK CL A 02079K305 31,121 12,745 SH   SOLE   12,745 0 0
AMAZONCOM INC COM 023135106 12,326 3,583 SH   SOLE   3,583 0 0
AMERICAN TOWER NEW COM 03027X100 4,030 14,920 SH   SOLE   14,920 0 0
AMERICAN WTR WKS CO COM 030420103 1,349 8,750 SH   SOLE   8,750 0 0
ANALOG DEVICES INC COM 032654105 11,225 65,200 SH   SOLE   65,200 0 0
APPLE INC COM 037833100 25,991 189,764 SH   SOLE   189,764 0 0
ARISTA NETWORKS INC COM 040413106 362 1,000 SH   SOLE   1,000 0 0
ATMOS ENERGY CORP COM 049560105 774 8,050 SH   SOLE   8,050 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 722 3,634 SH   SOLE   3,634 0 0
AVERY DENNISON CORP COM 053611109 13,203 62,800 SH   SOLE   62,800 0 0
BCE INC COM NEW 05534B760 2,017 40,900 SH   SOLE   40,900 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,086 72,273 SH   SOLE   72,273 0 0
BLACKROCK INC COM 09247X101 25,444 29,080 SH   SOLE   29,080 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,821 27,250 SH   SOLE   27,250 0 0
BROADCOM INC COM 11135F101 12,064 25,300 SH   SOLE   25,300 0 0
BROOKS AUTOMATION INC NEW COM 114340102 6,631 69,600 SH   SOLE   69,600 0 0
CIGNA CORP NEW COM 125523100 664 2,799 SH   SOLE   2,799 0 0
CANADIAN PAC RY LTD COM 13645T100 12,305 160,000 SH   SOLE   160,000 0 0
CHURCH & DWIGHT INC COM 171340102 3,434 40,300 SH   SOLE   40,300 0 0
CLOROX CO DEL COM 189054109 381 2,116 SH   SOLE   2,116 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 8,921 45,725 SH   SOLE   45,725 0 0
CUMMINS INC COM 231021106 5,998 24,600 SH   SOLE   24,600 0 0
DANAHER CORP DEL COM 235851102 23,969 89,316 SH   SOLE   89,316 0 0
DISCOVER FINL SVCS COM 254709108 18,713 158,200 SH   SOLE   158,200 0 0
E L F BEAUTY INC COM 26856L103 7,846 289,100 SH   SOLE   289,100 0 0
ECOLAB INC COM 278865100 546 2,650 SH   SOLE   2,650 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,408 23,250 SH   SOLE   23,250 0 0
EMERSON ELEC CO COM 291011104 11,899 123,647 SH   SOLE   123,647 0 0
EPAM SYS INC COM 29414B104 19,212 37,600 SH   SOLE   37,600 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 14,655 78,300 SH   SOLE   78,300 0 0
FISERV INC COM 337738108 220 2,063 SH   SOLE   2,063 0 0
GENERAL MILLS INC COM 370334104 2,144 35,193 SH   SOLE   35,193 0 0
GILEAD SCIENCES INC COM 375558103 683 9,915 SH   SOLE   9,915 0 0
HOLOGIC INC COM 436440101 354 5,300 SH   SOLE   5,300 0 0
HOME DEPOT INC COM 437076102 939 2,944 SH   SOLE   2,944 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,565 7,000 SH   SOLE   7,000 0 0
ILLUMINA INC COM 452327109 4,403 9,305 SH   SOLE   9,305 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 997 14,608 SH   SOLE   14,608 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,219 3,500 SH   SOLE   3,500 0 0
JP MORGAN CHASE & CO COM 46625H100 11,852 76,200 SH   SOLE   76,200 0 0
JACOBS ENGR GROUP INC COM 469814107 12,848 96,300 SH   SOLE   96,300 0 0
JOHNSON & JOHNSON COM 478160104 1,837 11,150 SH   SOLE   11,150 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 18,107 63,900 SH   SOLE   63,900 0 0
KULICKE & SOFFA INDS INC COM 501242101 3,305 54,000 SH   SOLE   54,000 0 0
LAUDER ESTEE COS INC CL A 518439104 8,556 26,900 SH   SOLE   26,900 0 0
LILLY ELI & CO COM 532457108 1,582 6,894 SH   SOLE   6,894 0 0
LINDE PLC COM G5494J103 11,998 41,500 SH   SOLE   41,500 0 0
MASCO CORP COM 574599106 1,777 30,167 SH   SOLE   30,167 0 0
MASIMO CORP COM 574795100 3,334 13,752 SH   SOLE   13,752 0 0
MASTERCARD INC CL A 57636Q104 13,516 37,020 SH   SOLE   37,020 0 0
MICROSOFT CORP COM 594918104 33,897 125,128 SH   SOLE   125,128 0 0
NETFLIX INC COM 64110L106 211 400 SH   SOLE   400 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,117 11,483 SH   SOLE   11,483 0 0
NEXTERA ENERGY COM 65339F101 351 4,800 SH   SOLE   4,800 0 0
NIKE INC COM 654106103 3,167 20,500 SH   SOLE   20,500 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 7,132 28,100 SH   SOLE   28,100 0 0
ORACLE CORP COM 68389X105 241 3,100 SH   SOLE   3,100 0 0
PPG IND INC COM 693506107 18,967 111,724 SH   SOLE   111,724 0 0
PAYPAL HLDS INC COM 70450Y103 16,352 56,100 SH   SOLE   56,100 0 0
PROCTER & GAMBLE CO COM 742718109 2,413 17,887 SH   SOLE   17,887 0 0
PROGYNY INC COM 74340E103 4,779 81,000 SH   SOLE   81,000 0 0
QORVO INC COM 74736K101 740 3,783 SH   SOLE   3,783 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 547 4,800 SH   SOLE   4,800 0 0
ROYAL GOLD INC COM 780287108 285 2,500 SH   SOLE   2,500 0 0
SALESFORCE COM COM 79466L302 7,525 30,807 SH   SOLE   30,807 0 0
HENRY SCHEIN INC COM 806407102 1,130 15,230 SH   SOLE   15,230 0 0
SHERWIN-WILLIAMS CO COM 824348106 776 2,850 SH   SOLE   2,850 0 0
STERICYCLE INC COM 858912108 311 4,351 SH   SOLE   4,351 0 0
STERIS PLC SHS USD G8473T100 1,114 5,400 SH   SOLE   5,400 0 0
STRYKER CORPORATION COM 863667101 10,472 40,318 SH   SOLE   40,318 0 0
SYNCHRONY FINANCIAL COM 87165B103 19,214 396,000 SH   SOLE   396,000 0 0
TEXAS ROADHOUSE INC COM 882681109 7,302 75,900 SH   SOLE   75,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,381 12,649 SH   SOLE   12,649 0 0
TOPBUILD CORP COM 89055F103 545 2,755 SH   SOLE   2,755 0 0
UNION PAC CORP COM 907818108 564 2,564 SH   SOLE   2,564 0 0
UNITED PARCEL SERVICE INC CL B 911312106 704 3,389 SH   SOLE   3,389 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,946 9,855 SH   SOLE   9,855 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,254 22,381 SH   SOLE   22,381 0 0
VISA INC COM CL A 92826C839 17,119 73,213 SH   SOLE   73,213 0 0
WASHINGTON TRUST BANCORP INC COM 940610108 1,095 21,332 SH   SOLE   21,332 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,044 2,700 SH   SOLE   2,700 0 0