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
3M Co COM 88579Y101 7,322 38,000 SH   SOLE NONE 38,000 0 0
ALPHABET INC CAP STK CL A 02079K305 12,169 5,900 SH   SOLE NONE 5,900 0 0
AMETEK Inc COM 031100100 2,555 20,000 SH   SOLE NONE 20,000 0 0
ANALOG DEVICES INC COM 032654105 899 5,800 SH   SOLE NONE 5,800 0 0
ANSYS, INC. COM 03662Q105 2,037 6,000 SH   SOLE NONE 6,000 0 0
APTARGROUP INC COM 038336103 1,063 7,500 SH   SOLE NONE 7,500 0 0
AUTOMATIC DATA PROCESSING COM 053015103 6,220 33,000 SH   SOLE NONE 33,000 0 0
Amphenol Corp CL A 032095101 2,243 34,000 SH   SOLE NONE 34,000 0 0
Ares Management LLC CL A 339750101 2,960 31,000 SH   SOLE NONE 31,000 0 0
BROWN-FORMAN CORP CL B 115637209 2,035 29,500 SH   SOLE NONE 29,500 0 0
BlackRock Inc COM 09247X101 4,147 5,500 SH   SOLE NONE 5,500 0 0
CHENIERE ENERGY IN COM NEW 16411R208 3,601 50,000 SH   SOLE NONE 50,000 0 0
COLGATE-PALMOLIVE COM 194162103 5,833 74,000 SH   SOLE NONE 74,000 0 0
Cabot Oil & Gas Corp COM 127097103 1,690 90,000 SH   SOLE NONE 90,000 0 0
Cactus Inc CL A 127203107 612 20,000 SH   SOLE NONE 20,000 0 0
Cerner Corp COM 156782104 5,319 74,000 SH   SOLE NONE 74,000 0 0
Church & Dwight Co Inc COM 171340102 2,096 24,000 SH   SOLE NONE 24,000 0 0
Copart Inc COM 217204106 4,453 41,000 SH   SOLE NONE 41,000 0 0
Dollar General Corp COM 256677105 3,039 15,000 SH   SOLE NONE 15,000 0 0
ECOLAB INC COM 278865100 6,101 28,500 SH   SOLE NONE 28,500 0 0
EOG Resources Inc COM 26875P101 10,154 140,000 SH   SOLE NONE 140,000 0 0
Edwards Lifesciences Corp COM 28176E108 2,091 25,000 SH   SOLE NONE 25,000 0 0
Essential Utilities Inc COM 29670G102 4,990 111,500 SH   SOLE NONE 111,500 0 0
Evergy Inc COM 30034W106 5,358 90,000 SH   SOLE NONE 90,000 0 0
Facebook Inc CL A 30303M102 13,254 45,000 SH   SOLE NONE 45,000 0 0
FactSet Research Systems Inc COM 303075105 1,852 6,000 SH   SOLE NONE 6,000 0 0
Fastenal Co COM 311900104 2,554 50,800 SH   SOLE NONE 50,800 0 0
FleetCor Technologies Inc COM 339041105 954 3,550 SH   SOLE NONE 3,550 0 0
Gentex Corp COM 371901109 2,140 60,000 SH   SOLE NONE 60,000 0 0
Hershey Co/The COM 427866108 3,163 20,000 SH   SOLE NONE 20,000 0 0
Home Depot Inc/The COM 437076102 9,158 30,000 SH   SOLE NONE 30,000 0 0
IDEXX Laboratories Inc COM 45168D104 4,404 9,000 SH   SOLE NONE 9,000 0 0
INTL FLAVORS&FRAG COM 459506101 1,745 12,500 SH   SOLE NONE 12,500 0 0
IPG Photonics Corp COM 44980X109 2,848 13,500 SH   SOLE NONE 13,500 0 0
ISHARES U.S. ENERGY ETF 464287796 7,869 300,000 SH   SOLE NONE 300,000 0 0
Invesco Capital Management LLC KBW BK ETF 46138E628 10,212 165,000 SH   SOLE NONE 165,000 0 0
JB Hunt Transport Services Inc COM 445658107 1,765 10,500 SH   SOLE NONE 10,500 0 0
JPMorgan Chase & Co COM 46625H100 9,134 60,000 SH   SOLE NONE 60,000 0 0
Jack Henry & Associates Inc COM 426281101 2,974 19,600 SH   SOLE NONE 19,600 0 0
Johnson & Johnson COM 478160104 9,779 59,500 SH   SOLE NONE 59,500 0 0
Linde PLC SHS G5494J103 10,365 37,000 SH   SOLE NONE 37,000 0 0
MASTERCARD INC CL A 57636Q104 7,121 20,000 SH   SOLE NONE 20,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,923 44,000 SH   SOLE NONE 44,000 0 0
MICROSOFT CORP COM 594918104 8,959 38,000 SH   SOLE NONE 38,000 0 0
Monster Beverage Corp COM 61174X109 2,414 26,500 SH   SOLE NONE 26,500 0 0
Morningstar Inc COM 617700109 2,250 10,000 SH   SOLE NONE 10,000 0 0
NEXTERA ENERGY COM 65339F101 9,073 120,000 SH   SOLE NONE 120,000 0 0
O'Reilly Automotive Inc COM 67103H107 9,891 19,500 SH   SOLE NONE 19,500 0 0
ONEOK Inc COM 682680103 3,792 74,850 SH   SOLE NONE 74,850 0 0
Otis Worldwide Corp COM 68902V107 5,613 82,000 SH   SOLE NONE 82,000 0 0
PEPSICO INC COM 713448108 8,487 60,000 SH   SOLE NONE 60,000 0 0
Raytheon Technologies Corp COM 75513E101 9,483 122,726 SH   SOLE NONE 122,726 0 0
ResMed Inc COM 761152107 3,007 15,500 SH   SOLE NONE 15,500 0 0
Rollins Inc COM 775711104 1,730 50,250 SH   SOLE NONE 50,250 0 0
SCOTTS MIRACLE-GRO CO/THE CL A 810186106 8,486 34,641 SH   SOLE NONE 34,641 0 0
SEI INVESTMENTS COM 784117103 1,682 27,600 SH   SOLE NONE 27,600 0 0
SELECT SECTOR SPDR ENERGY 81369Y506 12,265 250,000 SH   SOLE NONE 250,000 0 0
SELECT SECTOR SPDR TECHNOLOGY 81369Y803 7,305 55,000 SH   SOLE NONE 55,000 0 0
SEMPRA ENERGY COM 816851109 7,292 55,000 SH   SOLE NONE 55,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,012 7,000 SH   SOLE NONE 7,000 0 0
STARBUCKS CORP COM 855244109 7,540 69,000 SH   SOLE NONE 69,000 0 0
Sherwin-Williams Co/The COM 824348106 11,144 15,100 SH   SOLE NONE 15,100 0 0
T Rowe Price Group Inc COM 74144T108 7,379 43,000 SH   SOLE NONE 43,000 0 0
TJX Cos Inc/The COM 872540109 4,667 70,547 SH   SOLE NONE 70,547 0 0
TRACTOR SUPPLY CO COM 892356106 3,453 19,500 SH   SOLE NONE 19,500 0 0
Thermo Fisher Scientific Inc COM 883556102 4,336 9,500 SH   SOLE NONE 9,500 0 0
Trex Co Inc COM 89531P105 915 10,000 SH   SOLE NONE 10,000 0 0
Tyler Technologies Inc COM 902252105 2,653 6,250 SH   SOLE NONE 6,250 0 0
Union Pacific Corp COM 907818108 7,384 33,500 SH   SOLE NONE 33,500 0 0
UnitedHealth Group Inc COM 91324P102 9,279 24,938 SH   SOLE NONE 24,938 0 0
VERIZON COMMUN COM 92343V104 5,757 99,000 SH   SOLE NONE 99,000 0 0
Van Eck Associates Corp OIL SVCS ETF 92189H607 7,646 40,000 SH   SOLE NONE 40,000 0 0
Varian Medical Systems Inc COM 92220P105 1,059 6,000 SH   SOLE NONE 6,000 0 0
Walmart Inc COM 931142103 7,199 53,000 SH   SOLE NONE 53,000 0 0
Wells Fargo & Co COM 949746101 2,813 72,000 SH   SOLE NONE 72,000 0 0