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
ABBVIE INC COM 00287Y109 2,349 20,852 SH   SOLE   20,852 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 20,025 34,193 SH   SOLE   34,193 0 0
ALLSTATE CORP COM 020002101 15,095 115,725 SH   SOLE   115,725 0 0
ALPHABET INC CAP STK CL C 02079K107 586 234 SH   SOLE   234 0 0
ALPHABET INC CAP STK CL A 02079K305 20,233 8,286 SH   SOLE   8,286 0 0
ALTRA INDL MOTION CORP COM 02208R106 10,324 158,775 SH   SOLE   158,775 0 0
AMAZON COM INC COM 023135106 3,915 1,138 SH   SOLE   1,138 0 0
AMERICAN ELEC PWR CO INC COM 025537101 467 5,520 SH   SOLE   5,520 0 0
AMPHENOL CORP NEW CL A 032095101 16,355 239,073 SH   SOLE   239,073 0 0
APPLE INC COM 037833100 23,414 170,956 SH   SOLE   170,956 0 0
AVERY DENNISON CORP COM 053611109 17,880 85,044 SH   SOLE   85,044 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 800 2,880 SH   SOLE   2,880 0 0
BHP GROUP LTD SPONSORED ADS 088606108 17,691 242,902 SH   SOLE   242,902 0 0
BLACKSTONE GROUP INC COM 09260D107 19,362 199,322 SH   SOLE   199,322 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,117 31,685 SH   SOLE   31,685 0 0
CANADIAN PAC RY LTD COM 13645T100 19,035 247,492 SH   SOLE   247,492 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,325 19,856 SH   SOLE   19,856 0 0
CHEVRON CORP NEW COM 166764100 2,022 19,302 SH   SOLE   19,302 0 0
COCA COLA CO COM 191216100 1,725 31,880 SH   SOLE   31,880 0 0
COLGATE PALMOLIVE CO COM 194162103 212 2,600 SH   SOLE   2,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 257 1,100 SH   SOLE   1,100 0 0
COSTCO WHSL CORP NEW COM 22160K105 797 2,015 SH   SOLE   2,015 0 0
DANAHER CORPORATION COM 235851102 537 2,000 SH   SOLE   2,000 0 0
DARLING INGREDIENTS INC COM 237266101 20,115 298,003 SH   SOLE   298,003 0 0
DISNEY WALT CO COM 254687106 828 4,710 SH   SOLE   4,710 0 0
EATON CORP PLC SHS G29183103 2,150 14,510 SH   SOLE   14,510 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 261 10,800 SH   SOLE   10,800 0 0
EXXON MOBIL CORP COM 30231G102 274 4,350 SH   SOLE   4,350 0 0
FACEBOOK INC CL A 30303M102 23,997 69,014 SH   SOLE   69,014 0 0
GENERAL MTRS CO COM 37045V100 16,216 274,055 SH   SOLE   274,055 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 228 600 SH   SOLE   600 0 0
INTEL CORP COM 458140100 240 4,282 SH   SOLE   4,282 0 0
JOHNSON & JOHNSON COM 478160104 1,238 7,512 SH   SOLE   7,512 0 0
JPMORGAN CHASE & CO COM 46625H100 608 3,912 SH   SOLE   3,912 0 0
LENNAR CORP CL A 526057104 298 3,000 SH   SOLE   3,000 0 0
LILLY ELI & CO COM 532457108 20,817 90,697 SH   SOLE   90,697 0 0
LINDE PLC SHS G5494J103 471 1,629 SH   SOLE   1,629 0 0
LOCKHEED MARTIN CORP COM 539830109 14,414 38,098 SH   SOLE   38,098 0 0
LOWES COS INC COM 548661107 10,835 55,861 SH   SOLE   55,861 0 0
M D C HLDGS INC COM 552676108 5,494 108,574 SH   SOLE   108,574 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 343 7,020 SH   SOLE   7,020 0 0
MASCO CORP COM 574599106 383 6,500 SH   SOLE   6,500 0 0
MASTEC INC COM 576323109 17,118 161,338 SH   SOLE   161,338 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,527 23,356 SH   SOLE   23,356 0 0
MCDONALDS CORP COM 580135101 1,093 4,730 SH   SOLE   4,730 0 0
MERCK & CO INC COM 58933Y105 288 3,700 SH   SOLE   3,700 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,357 64,360 SH   SOLE   64,360 0 0
MICROSOFT CORP COM 594918104 19,400 71,614 SH   SOLE   71,614 0 0
MURPHY OIL CORP COM 626717102 200 8,600 SH   SOLE   8,600 0 0
NORFOLK SOUTHN CORP COM 655844108 401 1,510 SH   SOLE   1,510 0 0
NOVARTIS AG SPONSORED ADR 66987V109 237 2,600 SH   SOLE   2,600 0 0
NVIDIA CORPORATION COM 67066G104 27,682 34,598 SH   SOLE   34,598 0 0
PAYPAL HLDGS INC COM 70450Y103 21,086 72,342 SH   SOLE   72,342 0 0
PEPSICO INC COM 713448108 454 3,065 SH   SOLE   3,065 0 0
PHILLIPS 66 COM 718546104 551 6,420 SH   SOLE   6,420 0 0
PROCTER AND GAMBLE CO COM 742718109 363 2,688 SH   SOLE   2,688 0 0
QUALCOMM INC COM 747525103 14,710 102,920 SH   SOLE   102,920 0 0
QUANTA SVCS INC COM 74762E102 4,154 45,870 SH   SOLE   45,870 0 0
REGAL BELOIT CORP COM 758750103 6,162 46,151 SH   SOLE   46,151 0 0
SALESFORCE COM INC COM 79466L302 18,388 75,277 SH   SOLE   75,277 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,924 6,960 SH   SOLE   6,960 0 0
TJX COS INC NEW COM 872540109 17,722 262,860 SH   SOLE   262,860 0 0
US BANCORP DEL COM NEW 902973304 216 3,800 SH   SOLE   3,800 0 0
VISA INC COM CL A 92826C839 18,719 80,058 SH   SOLE   80,058 0 0
WEC ENERGY GROUP INC COM 92939U106 15,816 177,806 SH   SOLE   177,806 0 0
XPO LOGISTICS INC COM 983793100 12,082 86,366 SH   SOLE   86,366 0 0
ZOETIS INC CL A 98978V103 512 2,745 SH   SOLE   2,745 0 0