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
ACCENTURE PLC-CL A SHS CL A G1151C101 346 1,800 SH   OTR   1,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 635 12,000 SH   OTR   12,000 0 0
ADOBE SYSTEMS INC COM 00724F101 1,658 6,000 SH   OTR   6,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 452 2,500 SH   OTR   2,500 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 731 600 SH   OTR   600 0 0
AMAZON.COM INC COM 023135106 694 400 SH   OTR   400 0 0
AMERICAN TOWER CORP COM 03027X100 1,327 6,000 SH   OTR   6,000 0 0
AMPHENOL CORP-CL A CL A 032095101 290 3,000 SH   OTR   3,000 0 0
BJ'S WHOLESALE CLUB HOLDINGS INC COM 05550J101 621 24,000 SH   OTR   24,000 0 0
CHECK POINT SOFTWARE TECH ORD M22465104 438 4,000 SH   OTR   4,000 0 0
CIGNA CORP COM 125523100 536 3,529 SH   OTR   3,529 0 0
CONTINENTAL RESOURCES INC COM 212015101 616 20,000 SH   OTR   20,000 0 0
COOPER COS INC/THE COM 216648402 475 1,600 SH   OTR   1,600 0 0
COPART INC COM 217204106 1,101 13,700 SH   OTR   13,700 0 0
COSTAR GROUP INC COM 22160N109 1,898 3,200 SH   OTR   3,200 0 0
DOLBY LABORATORIES INC-CL A COM CL A 25659T107 517 8,000 SH   OTR   8,000 0 0
FASTENAL CO COM 311900104 523 16,000 SH   OTR   16,000 0 0
FISERV INC COM 337738108 1,243 12,000 SH   OTR   12,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,106 10,500 SH   OTR   10,500 0 0
HUNT JB TRANS SVCS INC COM 445658107 1,107 10,000 SH   OTR   10,000 0 0
IDEXX LABORATORIES INC COM 45168D104 2,447 9,000 SH   OTR   9,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 692 7,500 SH   OTR   7,500 0 0
INTUIT INC COM 461202103 213 800 SH   OTR   800 0 0
MASTERCARD INC. CL A 57636Q104 2,879 10,600 SH   OTR   10,600 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 797 2,000 SH   OTR   2,000 0 0
PROGRESSIVE CORP COM 743315103 896 11,600 SH   OTR   11,600 0 0
RAYTHEON COMPANY COM 755111507 589 3,000 SH   OTR   3,000 0 0
ROBERT HALF INTL INC COM 770323103 668 12,000 SH   OTR   12,000 0 0
STARBUCKS CORP COM 855244109 1,326 15,000 SH   OTR   15,000 0 0
TRANSDIGM GROUP INC COM 893641100 3,124 6,000 SH   OTR   6,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 630 2,400 SH   OTR   2,400 0 0
ULTA BEAUTY INC COM 90384S303 627 2,500 SH   OTR   2,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 869 4,000 SH   OTR   4,000 0 0
US FOODS HOLDING CORP COM 912008109 493 12,000 SH   OTR   12,000 0 0
VEEVA SYSTEMS INC - CLASS A CL A COM 922475108 1,512 9,900 SH   OTR   9,900 0 0
VERISK ANALYTICS INC COM 92345Y106 1,186 7,500 SH   OTR   7,500 0 0
VISA INC COM CL A 92826C839 619 3,600 SH   OTR   3,600 0 0
WATSCO INC COM 942622200 846 5,000 SH   OTR   5,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 525 3,700 SH   OTR   3,700 0 0
ZOETIS INC CL A 98978V103 1,869 15,000 SH   OTR   15,000 0 0
ABBOTT LABORATORIES COM 002824100 1,255 15,000 SH   SOLE   15,000 0 0
ABBVIE INC COM COM 00287Y109 1,514 20,000 SH   SOLE   20,000 0 0
AIR PRODS & CHEMS INC COM 009158106 887 4,000 SH   SOLE   4,000 0 0
ALDER BIOPHARMACEUTICALS INC COM 014339105 633 33,575 SH   SOLE   33,575 0 0
ANALOG DEVICES INC COM 032654105 950 8,500 SH   SOLE   8,500 0 0
APPLIED MATERIALS INC COM 038222105 499 10,000 SH   SOLE   10,000 0 0
ARTHUR J GALLAGHER & CO COM 363576109 1,478 16,500 SH   SOLE   16,500 0 0
AUTOMATIC DATA PROCESSING COM 053015103 807 5,000 SH   SOLE   5,000 0 0
AVERY DENNISON CORP COM 053611109 1,760 15,500 SH   SOLE   15,500 0 0
BANK OF AMERICA CORP COM 060505104 1,167 40,000 SH   SOLE   40,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 3,617 80,000 SH   SOLE   80,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 3,499 40,000 SH   SOLE   40,000 0 0
BECTON DICKINSON AND CO COM 075887109 1,265 5,000 SH   SOLE   5,000 0 0
BOEING CO COM 097023105 8,561 22,500 SH   SOLE   22,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,130 42,000 SH   SOLE   42,000 0 0
CATERPILLAR INC COM 149123101 1,579 12,500 SH   SOLE   12,500 0 0
CHEVRON CORP COM 166764100 949 8,000 SH   SOLE   8,000 0 0
CISCO SYSTEMS INC COM 17275R102 3,407 68,951 SH   SOLE   68,951 0 0
COCA-COLA CO COM 191216100 1,361 25,000 SH   SOLE   25,000 0 0
COLGATE-PALMOLIVE CO COM 194162103 1,470 20,000 SH   SOLE   20,000 0 0
DISNEY WALT CO COM 254687106 1,043 8,000 SH   SOLE   8,000 0 0
EMERSON ELECTRIC CO COM 291011104 2,842 42,500 SH   SOLE   42,500 0 0
EXXON MOBIL CORP COM 30231G102 3,177 45,000 SH   SOLE   45,000 0 0
GENERAL MILLS INC COM 370334104 1,213 22,000 SH   SOLE   22,000 0 0
GLOBE LIFE INC COM 37959E102 6,464 67,500 SH   SOLE   67,500 0 0
HOME DEPOT INC COM 437076102 6,381 27,500 SH   SOLE   27,500 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 2,707 16,000 SH   SOLE   16,000 0 0
ILLINOIS TOOL WORKS INC COM 452308109 2,347 15,000 SH   SOLE   15,000 0 0
INTEL CORP COM 458140100 4,380 85,000 SH   SOLE   85,000 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 727 5,000 SH   SOLE   5,000 0 0
JOHNSON & JOHNSON COM 478160104 13,197 102,000 SH   SOLE   102,000 0 0
JP MORGAN CHASE & CO COM 46625H100 7,885 67,000 SH   SOLE   67,000 0 0
KELLOGG CO COM 487836108 1,126 17,500 SH   SOLE   17,500 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,086 10,000 SH   SOLE   10,000 0 0
LINCOLN NATIONAL CORP COM 534187109 603 10,000 SH   SOLE   10,000 0 0
LOCKHEED MARTIN CORP COM 539830109 3,316 8,500 SH   SOLE   8,500 0 0
MERCK AND CO INC COM 58933Y105 5,244 62,295 SH   SOLE   62,295 0 0
MICROSOFT CORP COM 594918104 2,781 20,000 SH   SOLE   20,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,312 24,000 SH   SOLE   24,000 0 0
PFIZER INC COM 717081103 5,659 157,488 SH   SOLE   157,488 0 0
PROCTER & GAMBLE CO COM 742718109 6,468 52,000 SH   SOLE   52,000 0 0
SCHLUMBERGER LTD COM 806857108 854 25,000 SH   SOLE   25,000 0 0
TEXAS INSTRUMENTS INC COM 882508104 1,292 10,000 SH   SOLE   10,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,092 8,000 SH   SOLE   8,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,630 7,500 SH   SOLE   7,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,358 22,500 SH   SOLE   22,500 0 0
VISA INC COM CL A 92826C839 576 3,350 SH   SOLE   3,350 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 830 15,000 SH   SOLE   15,000 0 0
WALMART STORES INC COM 931142103 5,697 48,000 SH   SOLE   48,000 0 0
WELLS FARGO & CO COM 949746101 1,513 30,000 SH   SOLE   30,000 0 0