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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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
ALPHABET INC CAP STK CL A 02079K305 8,802 7,400 SH   SOLE NONE 7,400 0 0
AMETEK Inc COM 031100100 1,311 15,000 SH   SOLE NONE 15,000 0 0
ANALOG DEVICES INC COM 032654105 1,885 17,000 SH   SOLE NONE 17,000 0 0
APTARGROUP INC COM 038336103 862 7,500 SH   SOLE NONE 7,500 0 0
Acuity Brands Inc COM 00508Y102 1,442 12,000 SH   SOLE NONE 12,000 0 0
Amphenol Corp CL A 032095101 1,798 19,000 SH   SOLE NONE 19,000 0 0
Aqua America Inc COM 03836W103 5,440 121,500 SH   SOLE NONE 121,500 0 0
Ares Management LLC CL A 339750101 1,070 22,500 SH   SOLE NONE 22,500 0 0
BROWN-FORMAN CORP CL B 115637209 1,830 29,500 SH   SOLE NONE 29,500 0 0
BlackRock Inc COM 09247X101 3,357 8,000 SH   SOLE NONE 8,000 0 0
CH Robinson Worldwide Inc COM NEW 12541W209 7,307 89,000 SH   SOLE NONE 89,000 0 0
COGNIZANT TECHNOLO CL A 192446102 5,296 88,000 SH   SOLE NONE 88,000 0 0
COLGATE-PALMOLIVE COM 194162103 5,067 71,500 SH   SOLE NONE 71,500 0 0
CVS Health Corp COM 126650100 8,387 137,000 SH   SOLE NONE 137,000 0 0
Cabot Oil & Gas Corp COM 127097103 1,749 99,000 SH   SOLE NONE 99,000 0 0
Cerner Corp COM 156782104 4,894 74,000 SH   SOLE NONE 74,000 0 0
Chevron Corp COM 166764100 8,713 77,000 SH   SOLE NONE 77,000 0 0
Church & Dwight Co Inc COM 171340102 1,803 24,000 SH   SOLE NONE 24,000 0 0
Cimarex Energy Co COM 171798101 561 12,000 SH   SOLE NONE 12,000 0 0
Copart Inc COM 217204106 4,119 52,000 SH   SOLE NONE 52,000 0 0
Diamondback Energy Inc COM 25278X109 1,640 19,100 SH   SOLE NONE 19,100 0 0
Dollar General Corp COM 256677105 2,676 17,000 SH   SOLE NONE 17,000 0 0
ECOLAB INC COM 278865100 5,592 29,000 SH   SOLE NONE 29,000 0 0
Eaton Vance Corp COM NON VTG 278265103 1,580 37,500 SH   SOLE NONE 37,500 0 0
Edwards Lifesciences Corp COM 28176E108 2,899 13,000 SH   SOLE NONE 13,000 0 0
Evergy Inc COM 30034W106 5,100 78,000 SH   SOLE NONE 78,000 0 0
Exxon Mobil Corp COM 30231G102 5,574 82,000 SH   SOLE NONE 82,000 0 0
Facebook Inc CL A 30303M102 6,099 34,000 SH   SOLE NONE 34,000 0 0
FactSet Research Systems Inc COM 303075105 1,429 6,000 SH   SOLE NONE 6,000 0 0
Fastenal Co COM 311900104 1,575 50,800 SH   SOLE NONE 50,800 0 0
FleetCor Technologies Inc COM 339041105 928 3,300 SH   SOLE NONE 3,300 0 0
Gentex Corp COM 371901109 1,871 71,000 SH   SOLE NONE 71,000 0 0
HOME DEPOT INC COM 437076102 7,485 33,000 SH   SOLE NONE 33,000 0 0
Hershey Co/The COM 427866108 3,374 21,700 SH   SOLE NONE 21,700 0 0
IDEXX Laboratories Inc COM 45168D104 2,862 10,600 SH   SOLE NONE 10,600 0 0
INTL FLAVORS&FRAG COM 459506101 1,474 12,500 SH   SOLE NONE 12,500 0 0
IPG Photonics Corp COM 44980X109 1,288 10,000 SH   SOLE NONE 10,000 0 0
JB Hunt Transport Services Inc COM 445658107 1,534 14,100 SH   SOLE NONE 14,100 0 0
JPMorgan Chase & Co COM 46625H100 4,712 42,000 SH   SOLE NONE 42,000 0 0
Jack Henry & Associates Inc COM 426281101 2,832 19,600 SH   SOLE NONE 19,600 0 0
Johnson & Johnson COM 478160104 4,985 38,000 SH   SOLE NONE 38,000 0 0
LKQ Corp COM 501889208 1,493 49,200 SH   SOLE NONE 49,200 0 0
Linde PLC SHS G5494J103 4,985 27,000 SH   SOLE NONE 27,000 0 0
MARTIN MARIETTA M. COM 573284106 8,573 33,000 SH   SOLE NONE 33,000 0 0
MASTERCARD INC CL A 57636Q104 5,902 22,000 SH   SOLE NONE 22,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,686 28,000 SH   SOLE NONE 28,000 0 0
MICROSOFT CORP COM 594918104 7,223 53,000 SH   SOLE NONE 53,000 0 0
Microchip Technology Inc COM 595017104 1,816 19,800 SH   SOLE NONE 19,800 0 0
Monster Beverage Corp COM 61174X109 1,474 26,500 SH   SOLE NONE 26,500 0 0
NEXTERA ENERGY COM 65339F101 8,056 35,000 SH   SOLE NONE 35,000 0 0
NIKE INC CL B 654106103 4,427 48,000 SH   SOLE NONE 48,000 0 0
O'Reilly Automotive Inc COM 67103H107 7,747 20,000 SH   SOLE NONE 20,000 0 0
ONEOK Inc COM 682680103 3,139 43,600 SH   SOLE NONE 43,600 0 0
PEPSICO INC COM 713448108 8,965 65,000 SH   SOLE NONE 65,000 0 0
Parsley Energy Inc CL A 701877102 1,445 88,000 SH   SOLE NONE 88,000 0 0
RAYTHEON CO COM NEW 755111507 6,006 31,000 SH   SOLE NONE 31,000 0 0
ResMed Inc COM 761152107 2,606 20,000 SH   SOLE NONE 20,000 0 0
Rollins Inc COM 775711104 1,786 52,500 SH   SOLE NONE 52,500 0 0
SEI INVESTMENTS COM 784117103 1,759 31,100 SH   SOLE NONE 31,100 0 0
SELECT SECTOR SPDR TECHNOLOGY 81369Y803 6,339 80,000 SH   SOLE NONE 80,000 0 0
STARBUCKS CORP COM 855244109 5,842 69,000 SH   SOLE NONE 69,000 0 0
Schlumberger Ltd COM 806857108 9,262 289,000 SH   SOLE NONE 289,000 0 0
Sempra Energy COM 816851109 8,011 55,000 SH   SOLE NONE 55,000 0 0
Sherwin-Williams Co/The COM 824348106 9,832 18,100 SH   SOLE NONE 18,100 0 0
T Rowe Price Group Inc COM 74144T108 5,477 50,000 SH   SOLE NONE 50,000 0 0
TRACTOR SUPPLY CO COM 892356106 1,817 19,500 SH   SOLE NONE 19,500 0 0
Thermo Fisher Scientific Inc COM 883556102 5,941 21,000 SH   SOLE NONE 21,000 0 0
Tyler Technologies Inc COM 902252105 2,097 8,000 SH   SOLE NONE 8,000 0 0
UTD TECHNOLOGIES COM 913017109 5,773 44,000 SH   SOLE NONE 44,000 0 0
Union Pacific Corp COM 907818108 5,148 33,500 SH   SOLE NONE 33,500 0 0
VERIZON COMMUN COM 92343V104 10,327 175,000 SH   SOLE NONE 175,000 0 0
Varian Medical Systems Inc COM 92220P105 689 6,000 SH   SOLE NONE 6,000 0 0
Walmart Inc COM 931142103 7,793 67,000 SH   SOLE NONE 67,000 0 0
Wells Fargo & Co COM 949746101 10,084 208,000 SH   SOLE NONE 208,000 0 0