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
3M Co COM 88579Y101 4,918 38,000 SH   SOLE NONE 38,000 0 0
ALPHABET INC CAP STK CL A 02079K305 12,858 5,900 SH   SOLE NONE 5,900 0 0
AMER EXPRESS CO COM 025816109 4,852 35,000 SH   SOLE NONE 35,000 0 0
AMETEK Inc COM 031100100 2,198 20,000 SH   SOLE NONE 20,000 0 0
ANALOG DEVICES INC COM 032654105 2,308 15,800 SH   SOLE NONE 15,800 0 0
ANSYS, INC. COM 03662Q105 1,436 6,000 SH   SOLE NONE 6,000 0 0
APTARGROUP INC COM 038336103 774 7,500 SH   SOLE NONE 7,500 0 0
ARISTA NETWORKS INC COM 040413106 1,406 15,000 SH   SOLE NONE 15,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103 6,931 33,000 SH   SOLE NONE 33,000 0 0
Amphenol Corp CL A 032095101 2,189 34,000 SH   SOLE NONE 34,000 0 0
Apple Inc COM 037833100 2,734 20,000 SH   SOLE NONE 20,000 0 0
Ares Management LLC CL A 339750101 1,952 31,000 SH   SOLE NONE 31,000 0 0
BROADRIDGE FIN SOL COM 11133T103 3,421 24,000 SH   SOLE NONE 24,000 0 0
BROWN-FORMAN CORP CL B 115637209 2,070 29,500 SH   SOLE NONE 29,500 0 0
Berkshire Hathaway Inc CL B NEW 084670702 9,556 35,000 SH   SOLE NONE 35,000 0 0
BlackRock Inc COM 09247X101 5,177 8,500 SH   SOLE NONE 8,500 0 0
Brown & Brown Inc COM 115236101 1,750 30,000 SH   SOLE NONE 30,000 0 0
CH Robinson Worldwide Inc COM NEW 12541W209 1,521 15,000 SH   SOLE NONE 15,000 0 0
CHUBB LIMITED COM COM H1467J104 4,915 25,000 SH   SOLE NONE 25,000 0 0
COLGATE-PALMOLIVE COM 194162103 5,930 74,000 SH   SOLE NONE 74,000 0 0
Cactus Inc CL A 127203107 805 20,000 SH   SOLE NONE 20,000 0 0
Cognex Corp COM 192422103 850 20,000 SH   SOLE NONE 20,000 0 0
Copart Inc COM 217204106 10,214 94,000 SH   SOLE NONE 94,000 0 0
Danaher Corp COM 235851102 10,648 42,000 SH   SOLE NONE 42,000 0 0
Dollar General Corp COM 256677105 1,227 5,000 SH   SOLE NONE 5,000 0 0
ECOLAB INC COM 278865100 3,152 20,500 SH   SOLE NONE 20,500 0 0
EOG Resources Inc COM 26875P101 2,209 20,000 SH   SOLE NONE 20,000 0 0
EPAM Systems Inc COM 29414B104 1,179 4,000 SH   SOLE NONE 4,000 0 0
Edwards Lifesciences Corp COM 28176E108 2,377 25,000 SH   SOLE NONE 25,000 0 0
FACEBOOK INC CL A 30303M102 7,256 45,000 SH   SOLE NONE 45,000 0 0
FactSet Research Systems Inc COM 303075105 2,307 6,000 SH   SOLE NONE 6,000 0 0
Fastenal Co COM 311900104 2,536 50,800 SH   SOLE NONE 50,800 0 0
Genpact Ltd SHS G3922B107 1,271 30,000 SH   SOLE NONE 30,000 0 0
Gentex Corp COM 371901109 1,678 60,000 SH   SOLE NONE 60,000 0 0
Hershey Co/The COM 427866108 4,303 20,000 SH   SOLE NONE 20,000 0 0
Home Depot Inc/The COM 437076102 8,228 30,000 SH   SOLE NONE 30,000 0 0
IDEXX Laboratories Inc COM 45168D104 2,455 7,000 SH   SOLE NONE 7,000 0 0
INTL FLAVORS&FRAG COM 459506101 1,489 12,500 SH   SOLE NONE 12,500 0 0
IPG Photonics Corp COM 44980X109 1,271 13,500 SH   SOLE NONE 13,500 0 0
ISHARES U.S. ENERGY ETF 464287796 11,436 300,000 SH   SOLE NONE 300,000 0 0
Invesco ETFs/USA KBW BK ETF 46138E628 8,540 165,000 SH   SOLE NONE 165,000 0 0
JB Hunt Transport Services Inc COM 445658107 1,653 10,500 SH   SOLE NONE 10,500 0 0
JPMorgan Chase & Co COM 46625H100 6,757 60,000 SH   SOLE NONE 60,000 0 0
Jack Henry & Associates Inc COM 426281101 3,528 19,600 SH   SOLE NONE 19,600 0 0
Linde PLC SHS G5494J103 5,751 20,000 SH   SOLE NONE 20,000 0 0
MASTERCARD INC CL A 57636Q104 6,310 20,000 SH   SOLE NONE 20,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,663 44,000 SH   SOLE NONE 44,000 0 0
MICROSOFT CORP COM 594918104 16,951 66,000 SH   SOLE NONE 66,000 0 0
Merck & Co Inc COM 58933Y105 10,211 112,000 SH   SOLE NONE 112,000 0 0
Monster Beverage Corp COM 61174X109 2,457 26,500 SH   SOLE NONE 26,500 0 0
Morningstar Inc COM 617700109 2,418 10,000 SH   SOLE NONE 10,000 0 0
NEXTERA ENERGY COM 65339F101 3,098 40,000 SH   SOLE NONE 40,000 0 0
O'Reilly Automotive Inc COM 67103H107 9,792 15,500 SH   SOLE NONE 15,500 0 0
ONEOK Inc COM 682680103 4,154 74,850 SH   SOLE NONE 74,850 0 0
PEPSICO INC COM 713448108 10,000 60,000 SH   SOLE NONE 60,000 0 0
Palantir Technologies Inc CL A 69608A108 907 100,000 SH   SOLE NONE 100,000 0 0
ROPER INDUSTRIES INC COM 776696106 4,933 12,500 SH   SOLE NONE 12,500 0 0
Repligen Corp COM 759916109 1,462 9,000 SH   SOLE NONE 9,000 0 0
ResMed Inc COM 761152107 3,249 15,500 SH   SOLE NONE 15,500 0 0
Rollins Inc COM 775711104 1,755 50,250 SH   SOLE NONE 50,250 0 0
S&P Global Inc COM 78409V104 3,371 10,000 SH   SOLE NONE 10,000 0 0
SCOTTS MIRACLE-GRO CO/THE CL A 810186106 1,185 15,000 SH   SOLE NONE 15,000 0 0
SEI INVESTMENTS COM 784117103 1,491 27,600 SH   SOLE NONE 27,600 0 0
SELECT SECTOR SPDR TECHNOLOGY 81369Y803 6,992 55,000 SH   SOLE NONE 55,000 0 0
SEMPRA ENERGY COM 816851109 6,762 45,000 SH   SOLE NONE 45,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,916 7,000 SH   SOLE NONE 7,000 0 0
T Rowe Price Group Inc COM 74144T108 5,453 48,000 SH   SOLE NONE 48,000 0 0
TEXAS INSTRUMENTS COM 882508104 6,146 40,000 SH   SOLE NONE 40,000 0 0
TJX Cos Inc/The COM 872540109 4,778 85,547 SH   SOLE NONE 85,547 0 0
TRACTOR SUPPLY CO COM 892356106 3,780 19,500 SH   SOLE NONE 19,500 0 0
Thermo Fisher Scientific Inc COM 883556102 5,161 9,500 SH   SOLE NONE 9,500 0 0
Trex Co Inc COM 89531P105 544 10,000 SH   SOLE NONE 10,000 0 0
Tyler Technologies Inc COM 902252105 2,078 6,250 SH   SOLE NONE 6,250 0 0
Union Pacific Corp COM 907818108 7,145 33,500 SH   SOLE NONE 33,500 0 0
UnitedHealth Group Inc COM 91324P102 12,841 25,000 SH   SOLE NONE 25,000 0 0
VERIZON COMMUN COM 92343V104 5,024 99,000 SH   SOLE NONE 99,000 0 0
VISA INC COM CL A 92826C839 11,420 58,000 SH   SOLE NONE 58,000 0 0
Veeva Systems Inc CL A COM 922475108 5,347 27,000 SH   SOLE NONE 27,000 0 0
Walmart Inc COM 931142103 6,444 53,000 SH   SOLE NONE 53,000 0 0
West Pharmaceutical Services I COM 955306105 7,559 25,000 SH   SOLE NONE 25,000 0 0
YUM BRANDS INC COM 988498101 1,703 15,000 SH   SOLE NONE 15,000 0 0