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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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COCOM88579Y1013511,821SH DFND 1,82100
ABBOTT LABSCOM0028241007,65663,888SH DFND 63,88800
ABBVIE INCCOM00287Y1091,17010,808SH DFND 10,80800
ADOBE SYSTEMS INCORPORATEDCOM00724F101463973SH DFND 97300
ADVANCED MICRO DEVICES INCCOM0079031078,041102,435SH DFND 102,43500
AES CORPCOM00130H1052529,392SH DFND 9,39200
AFLAC INCCOM0010551022,33945,700SH DFND 45,70000
ALASKA AIR GROUP INCCOM0116591091,70624,648SH DFND 24,64800
ALLSTATE CORPCOM0200021012291,992SH DFND 1,99200
AMAZON COM INCCOM0231351061,860601SH DFND 60100
AMERICAN EXPRESS COCOM0258161094333,059SH DFND 3,05900
AMERICAN WTR WKS CO INC NEWCOM0304201032211,472SH DFND 1,47200
AMERIPRISE FINL INCCOM03076C1063621,558SH DFND 1,55800
AMGEN INCCOM0311621003971,595SH DFND 1,59500
APPLE INCCOM0378331003,00324,588SH DFND 24,58800
APPLIED MATLS INCCOM0382221058766,559SH DFND 6,55900
ARISTA NETWORKS INCCOM0404131067502,484SH DFND 2,48400
AT&T INCCOM00206R10242514,041SH DFND 14,04100
BALL CORPCOM0584981063,30639,015SH DFND 39,01500
BERKSHIRE HATHAWAY INC DELCL B NEW0846707025962,332SH DFND 2,33200
BK OF AMERICA CORPCOM06050510439910,300SH DFND 10,30000
BLACKROCK INCCOM09247X1012,5253,349SH DFND 3,34900
BOEING COCOM097023105249978SH DFND 97800
BRISTOL-MYERS SQUIBB COCOM1101221084577,235SH DFND 7,23500
BROADCOM INCCOM11135F101289623SH DFND 62300
CELANESE CORP DELCOM1508701032921,947SH DFND 1,94700
CHARTER COMMUNICATIONS INC NCL A16119P1084,4707,244SH DFND 7,24400
CHIPOTLE MEXICAN GRILL INCCOM1696561053,7992,674SH DFND 2,67400
CIGNA CORP NEWCOM125523100220909SH DFND 90900
CISCO SYS INCCOM17275R1022905,600SH DFND 5,60000
COMCAST CORP NEWCL A20030N1013847,100SH DFND 7,10000
COPART INCCOM2172041061,90117,500SH DFND 17,50000
COSTCO WHSL CORP NEWCOM22160K105203576SH DFND 57600
DANAHER CORPORATIONCOM2358511022601,156SH DFND 1,15600
DARDEN RESTAURANTS INCCOM2371941053,67025,844SH DFND 25,84400
DEERE & COCOM2441991052,2526,018SH DFND 6,01800
DISCOVER FINL SVCSCOM2547091083603,793SH DFND 3,79300
DISCOVERY INCCOM SER A25470F1044,431101,951SH DFND 101,95100
DISNEY WALT COCOM2546871064412,391SH DFND 2,39100
ECOLAB INCCOM2788651002251,053SH DFND 1,05300
ENERSYSCOM29275Y1022142,352SH DFND 2,35200
ENPHASE ENERGY INCCOM29355A1078215,065SH DFND 5,06500
EQUINIX INCCOM29444U7001,0661,569SH DFND 1,56900
EVERSOURCE ENERGYCOM30040W1081,47016,972SH DFND 16,97200
FACEBOOK INCCL A30303M1029313,162SH DFND 3,16200
GENERAL ELECTRIC COCOM36960410321716,500SH DFND 16,50000
GILEAD SCIENCES INCCOM3755581032834,376SH DFND 4,37600
GLOBAL PMTS INCCOM37940X1028914,420SH DFND 4,42000
GOLDMAN SACHS GROUP INCCOM38141G104205628SH DFND 62800
HEWLETT PACKARD ENTERPRISE CCOM42824C10972746,200SH DFND 46,20000
HOME DEPOT INCCOM4370761026612,165SH DFND 2,16500
HONEYWELL INTL INCCOM4385161062271,048SH DFND 1,04800
ILLINOIS TOOL WKS INCCOM4523081093151,424SH DFND 1,42400
INTEL CORPCOM4581401003715,800SH DFND 5,80000
INTERCONTINENTAL EXCHANGE INCOM45866F1042,34721,011SH DFND 21,01100
INTERNATIONAL BUSINESS MACHSCOM4592001012041,530SH DFND 1,53000
INTUITCOM461202103216564SH DFND 56400
JOHNSON & JOHNSONCOM4781601048184,979SH DFND 4,97900
JOHNSON CTLS INTL PLCSHSG515021051,63827,448SH DFND 27,44800
JPMORGAN CHASE & COCOM46625H1006264,114SH DFND 4,11400
KIMBERLY-CLARK CORPCOM4943681032291,649SH DFND 1,64900
KLA CORPCOM NEW4824801007582,295SH DFND 2,29500
KROGER COCOM5010441012597,192SH DFND 7,19200
LAM RESEARCH CORPCOM5128071088,12713,653SH DFND 13,65300
LAUDER ESTEE COS INCCL A5184391047,51625,841SH DFND 25,84100
LILLY ELI & COCOM5324571087,58240,587SH DFND 40,58700
LOWES COS INCCOM5486611073381,777SH DFND 1,77700
LYONDELLBASELL INDUSTRIES NSHS - A -N537451002252,166SH DFND 2,16600
MASTERCARD INCORPORATEDCL A57636Q1048102,276SH DFND 2,27600
MERCK & CO. INCCOM58933Y1053684,780SH DFND 4,78000
METLIFE INCCOM59156R1082544,181SH DFND 4,18100
MICROCHIP TECHNOLOGY INC.COM5950171047,90050,894SH DFND 50,89400
MICROSOFT CORPCOM5949181043,84816,319SH DFND 16,31900
MOHAWK INDS INCCOM6081901043,62218,834SH DFND 18,83400
MONOLITHIC PWR SYS INCCOM6098391057292,063SH DFND 2,06300
MOODYS CORPCOM6153691053501,173SH DFND 1,17300
MORGAN STANLEYCOM NEW6174464482052,636SH DFND 2,63600
NETFLIX INCCOM64110L106329631SH DFND 63100
NIKE INCCL B6541061033072,310SH DFND 2,31000
NVIDIA CORPORATIONCOM67066G1041,1372,130SH DFND 2,13000
OMNICOM GROUP INCCOM6819191062313,111SH DFND 3,11100
ORACLE CORPCOM68389X1054416,280SH DFND 6,28000
PARKER-HANNIFIN CORPCOM7010941041,9696,242SH DFND 6,24200
PFIZER INCCOM71708110337510,356SH DFND 10,35600
PPL CORPCOM69351T1061,48251,400SH DFND 51,40000
PRICE T ROWE GROUP INCCOM74144T1082911,693SH DFND 1,69300
PROCTER AND GAMBLE COCOM7427181096104,504SH DFND 4,50400
PROLOGIS INC.COM74340W1031,08810,265SH DFND 10,26500
PRUDENTIAL FINL INCCOM7443201022813,088SH DFND 3,08800
ROSS STORES INCCOM7782961033342,783SH DFND 2,78300
S&P GLOBAL INCCOM78409V1042,7317,738SH DFND 7,73800
SALESFORCE COM INCCOM79466L3023791,789SH DFND 1,78900
SBA COMMUNICATIONS CORP NEWCL A78410G1041,0003,603SH DFND 3,60300
SCHWAB CHARLES CORPCOM8085131052,47137,906SH DFND 37,90600
SERVICENOW INCCOM81762P102263525SH DFND 52500
SKYWORKS SOLUTIONS INCCOM83088M1027193,918SH DFND 3,91800
STRYKER CORPORATIONCOM863667101205841SH DFND 84100
TERADYNE INCCOM8807701027466,129SH DFND 6,12900
TESLA INCCOM88160R1014,4156,610SH DFND 6,61000
TEXAS INSTRS INCCOM8825081049605,080SH DFND 5,08000
THERMO FISHER SCIENTIFIC INCCOM883556102286627SH DFND 62700
TJX COS INC NEWCOM8725401092704,083SH DFND 4,08300
TRANSDIGM GROUP INCCOM8936411001,8523,150SH DFND 3,15000
TRUIST FINL CORPCOM89832Q1092,40941,300SH DFND 41,30000
TYLER TECHNOLOGIES INCCOM9022521057331,727SH DFND 1,72700
UNITED PARCEL SERVICE INCCL B9113121063351,971SH DFND 1,97100
UNITED RENTALS INCCOM911363109287873SH DFND 87300
UNITEDHEALTH GROUP INCCOM91324P1027442,000SH DFND 2,00000
VERIZON COMMUNICATIONS INCCOM92343V1044708,085SH DFND 8,08500
VISA INCCOM CL A92826C8397993,775SH DFND 3,77500
WALMART INCCOM9311421032982,193SH DFND 2,19300
WELLS FARGO CO NEWCOM9497461012426,200SH DFND 6,20000