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
ALPHABET INC CAP STK CL A 02079K305 9,911 7,400 SH   SOLE NONE 7,400 0 0
AMETEK Inc COM 031100100 1,995 20,000 SH   SOLE NONE 20,000 0 0
ANALOG DEVICES INC COM 032654105 1,818 15,300 SH   SOLE NONE 15,300 0 0
APTARGROUP INC COM 038336103 867 7,500 SH   SOLE NONE 7,500 0 0
AUTOMATIC DATA PROCESSING COM 053015103 5,627 33,000 SH   SOLE NONE 33,000 0 0
Acuity Brands Inc COM 00508Y102 1,656 12,000 SH   SOLE NONE 12,000 0 0
Amphenol Corp CL A 032095101 2,056 19,000 SH   SOLE NONE 19,000 0 0
Aqua America Inc COM 03836W103 5,703 121,500 SH   SOLE NONE 121,500 0 0
Ares Management LLC CL A 339750101 1,143 22,500 SH   SOLE NONE 22,500 0 0
BROWN-FORMAN CORP CL B 115637209 1,994 29,500 SH   SOLE NONE 29,500 0 0
BlackRock Inc COM 09247X101 4,022 8,000 SH   SOLE NONE 8,000 0 0
CH Robinson Worldwide Inc COM NEW 12541W209 7,742 99,000 SH   SOLE NONE 99,000 0 0
COLGATE-PALMOLIVE COM 194162103 5,955 86,500 SH   SOLE NONE 86,500 0 0
CVS Health Corp COM 126650100 9,063 122,000 SH   SOLE NONE 122,000 0 0
Cabot Oil & Gas Corp COM 127097103 1,306 75,000 SH   SOLE NONE 75,000 0 0
Cerner Corp COM 156782104 5,431 74,000 SH   SOLE NONE 74,000 0 0
Chevron Corp COM 166764100 9,761 81,000 SH   SOLE NONE 81,000 0 0
Church & Dwight Co Inc COM 171340102 1,688 24,000 SH   SOLE NONE 24,000 0 0
Cimarex Energy Co COM 171798101 761 14,500 SH   SOLE NONE 14,500 0 0
Copart Inc COM 217204106 3,729 41,000 SH   SOLE NONE 41,000 0 0
Diamondback Energy Inc COM 25278X109 1,959 21,100 SH   SOLE NONE 21,100 0 0
Dollar General Corp COM 256677105 2,652 17,000 SH   SOLE NONE 17,000 0 0
ECOLAB INC COM 278865100 5,983 31,000 SH   SOLE NONE 31,000 0 0
Eaton Vance Corp COM NON VTG 278265103 1,751 37,500 SH   SOLE NONE 37,500 0 0
Edwards Lifesciences Corp COM 28176E108 3,033 13,000 SH   SOLE NONE 13,000 0 0
Evergy Inc COM 30034W106 5,077 78,000 SH   SOLE NONE 78,000 0 0
Exxon Mobil Corp COM 30231G102 5,722 82,000 SH   SOLE NONE 82,000 0 0
Facebook Inc CL A 30303M102 6,568 32,000 SH   SOLE NONE 32,000 0 0
FactSet Research Systems Inc COM 303075105 1,610 6,000 SH   SOLE NONE 6,000 0 0
Fastenal Co COM 311900104 1,877 50,800 SH   SOLE NONE 50,800 0 0
FleetCor Technologies Inc COM 339041105 734 2,550 SH   SOLE NONE 2,550 0 0
Gentex Corp COM 371901109 2,058 71,000 SH   SOLE NONE 71,000 0 0
HOME DEPOT INC COM 437076102 7,207 33,000 SH   SOLE NONE 33,000 0 0
Hershey Co/The COM 427866108 3,189 21,700 SH   SOLE NONE 21,700 0 0
IDEXX Laboratories Inc COM 45168D104 2,768 10,600 SH   SOLE NONE 10,600 0 0
INTL FLAVORS&FRAG COM 459506101 1,613 12,500 SH   SOLE NONE 12,500 0 0
IPG Photonics Corp COM 44980X109 1,956 13,500 SH   SOLE NONE 13,500 0 0
JB Hunt Transport Services Inc COM 445658107 1,647 14,100 SH   SOLE NONE 14,100 0 0
JPMorgan Chase & Co COM 46625H100 6,552 47,000 SH   SOLE NONE 47,000 0 0
Jack Henry & Associates Inc COM 426281101 2,855 19,600 SH   SOLE NONE 19,600 0 0
Johnson & Johnson COM 478160104 8,679 59,500 SH   SOLE NONE 59,500 0 0
LKQ Corp COM 501889208 1,756 49,200 SH   SOLE NONE 49,200 0 0
Linde PLC SHS G5494J103 6,174 29,000 SH   SOLE NONE 29,000 0 0
MARTIN MARIETTA M. COM 573284106 9,228 33,000 SH   SOLE NONE 33,000 0 0
MASTERCARD INC CL A 57636Q104 5,972 20,000 SH   SOLE NONE 20,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,498 26,500 SH   SOLE NONE 26,500 0 0
MICROSOFT CORP COM 594918104 8,358 53,000 SH   SOLE NONE 53,000 0 0
Microchip Technology Inc COM 595017104 2,073 19,800 SH   SOLE NONE 19,800 0 0
Monster Beverage Corp COM 61174X109 1,684 26,500 SH   SOLE NONE 26,500 0 0
NEXTERA ENERGY COM 65339F101 8,476 35,000 SH   SOLE NONE 35,000 0 0
NIKE INC CL B 654106103 4,863 48,000 SH   SOLE NONE 48,000 0 0
O'Reilly Automotive Inc COM 67103H107 8,765 20,000 SH   SOLE NONE 20,000 0 0
ONEOK Inc COM 682680103 3,015 39,850 SH   SOLE NONE 39,850 0 0
PEPSICO INC COM 713448108 8,884 65,000 SH   SOLE NONE 65,000 0 0
Parsley Energy Inc CL A 701877102 2,212 117,000 SH   SOLE NONE 117,000 0 0
RAYTHEON CO COM NEW 755111507 6,812 31,000 SH   SOLE NONE 31,000 0 0
ResMed Inc COM 761152107 3,099 20,000 SH   SOLE NONE 20,000 0 0
Rollins Inc COM 775711104 1,741 52,500 SH   SOLE NONE 52,500 0 0
SEI INVESTMENTS COM 784117103 1,807 27,600 SH   SOLE NONE 27,600 0 0
SELECT SECTOR SPDR TECHNOLOGY 81369Y803 7,334 80,000 SH   SOLE NONE 80,000 0 0
STARBUCKS CORP COM 855244109 6,066 69,000 SH   SOLE NONE 69,000 0 0
Schlumberger Ltd COM 806857108 8,442 210,000 SH   SOLE NONE 210,000 0 0
Sempra Energy COM 816851109 8,331 55,000 SH   SOLE NONE 55,000 0 0
Sherwin-Williams Co/The COM 824348106 8,811 15,100 SH   SOLE NONE 15,100 0 0
T Rowe Price Group Inc COM 74144T108 5,239 43,000 SH   SOLE NONE 43,000 0 0
TRACTOR SUPPLY CO COM 892356106 1,822 19,500 SH   SOLE NONE 19,500 0 0
Thermo Fisher Scientific Inc COM 883556102 3,574 11,000 SH   SOLE NONE 11,000 0 0
Tyler Technologies Inc COM 902252105 1,875 6,250 SH   SOLE NONE 6,250 0 0
UTD TECHNOLOGIES COM 913017109 6,589 44,000 SH   SOLE NONE 44,000 0 0
Union Pacific Corp COM 907818108 6,056 33,500 SH   SOLE NONE 33,500 0 0
VERIZON COMMUN COM 92343V104 9,824 160,000 SH   SOLE NONE 160,000 0 0
Varian Medical Systems Inc COM 92220P105 852 6,000 SH   SOLE NONE 6,000 0 0
Walmart Inc COM 931142103 7,962 67,000 SH   SOLE NONE 67,000 0 0
Wells Fargo & Co COM 949746101 11,190 208,000 SH   SOLE NONE 208,000 0 0