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

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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
ACCENTURE PLC-CL ASHS CL AG1151C1014701,800SH OTR 1,80000
ACTIVISION BLIZZARD INCCOM00507V1091,11412,000SH OTR 12,00000
ADOBE SYSTEMS INCCOM00724F1013,0016,000SH OTR 6,00000
ALIGN TECHNOLOGY INCCOM0162551011,3362,500SH OTR 2,50000
ALPHABET INC-CL CCAP STK CL C02079K1071,051600SH OTR 60000
AMAZON.COM INCCOM0231351061,433440SH OTR 44000
AMERICAN TOWER CORPCOM03027X1001,3476,000SH OTR 6,00000
AMPHENOL CORP-CL ACL A0320951013923,000SH OTR 3,00000
CIGNA CORPCOM1255231007353,529SH OTR 3,52900
COOPER COS INC/THECOM2166484025811,600SH OTR 1,60000
COPART INCCOM2172041061,74313,700SH OTR 13,70000
COSTAR GROUP INCCOM22160N1092,9583,200SH OTR 3,20000
COUPA SOFTWARE INCCOM22266L1066661,965SH OTR 1,96500
DOCUSIGN INCCOM2561631065572,505SH OTR 2,50500
FASTENAL COCOM31190010478116,000SH OTR 16,00000
FORTIVE CORPCOM34959J1085287,460SH OTR 7,46000
FISERV INCCOM3377381081,36612,000SH OTR 12,00000
GUIDEWIRE SOFTWARE INCCOM40171V1001,35210,500SH OTR 10,50000
HUNT JB TRANS SVCS INCCOM4456581076835,000SH OTR 5,00000
IDEXX LABORATORIES INCCOM45167R1044,4999,000SH OTR 9,00000
INTERCONTINENTAL EXCHANGE INCOM45866F1048657,500SH OTR 7,50000
INTUIT INCCOM461202103304800SH OTR 80000
MASTERCARD INC.CL A57636Q1043,78410,600SH OTR 10,60000
MERCURY SYSTEMS INCCOM5893781081,13812,920SH OTR 12,92000
O'REILLY AUTOMOTIVE INCCOM67103H1074531,000SH OTR 1,00000
PIONEER NATURAL RESOURCES COCOM7237871073192,800SH OTR 2,80000
POOL CORPCOM73278L1059032,425SH OTR 2,42500
PROGRESSIVE CORPCOM7433151031,14711,600SH OTR 11,60000
STARBUCKS CORPCOM8552441091,60515,000SH OTR 15,00000
TRANSDIGM GROUP INCCOM8936411003,7136,000SH OTR 6,00000
TYLER TECHNOLOGIES INCCOM9022521051,0482,400SH OTR 2,40000
ULTA BEAUTY INCCOM90384S3037182,500SH OTR 2,50000
UNITEDHEALTH GROUP INCCOM91324P1021,4034,000SH OTR 4,00000
VEEVA SYSTEMS INC - CLASS ACL A COM9224751082,6959,900SH OTR 9,90000
VERISK ANALYTICS INCCOM92345Y1061,5577,500SH OTR 7,50000
VISA INCCOM CL A92826C8397873,600SH OTR 3,60000
WATSCO INCCOM9426222001,1335,000SH OTR 5,00000
WEST PHARMACEUTICAL SERVICESCOM9553061051,0483,700SH OTR 3,70000
ZOETIS INCCL A98978V1032,48315,000SH OTR 15,00000
ABBOTT LABORATORIESCOM0028241001,64215,000SH SOLE 15,00000
ABBVIE INCCOM00287Y1092,14320,000SH SOLE 20,00000
AIR PRODS & CHEMS INCCOM0091581061,0934,000SH SOLE 4,00000
ANALOG DEVICES INCCOM0326541051,2568,500SH SOLE 8,50000
APPLIED MATERIALS INCCOM03822210586310,000SH SOLE 10,00000
ARTHUR J GALLAGHER & COCOM3635761092,04116,500SH SOLE 16,50000
AT&T INCCOM00206R10243115,000SH SOLE 15,00000
AUTOMATIC DATA PROCESSINGCOM0530151038815,000SH SOLE 5,00000
AVERY DENNISON CORPCOM0536111092,40415,500SH SOLE 15,50000
BANK OF AMERICA CORPCOM0605051041,21240,000SH SOLE 40,00000
BANK OF NEW YORK MELLON CORPCOM0640581003,39580,000SH SOLE 80,00000
BAXTER INTERNATIONAL INCCOM0718131093,21040,000SH SOLE 40,00000
BECTON DICKINSON AND COCOM0758871091,2515,000SH SOLE 5,00000
BOEING COCOM0970231054,81622,500SH SOLE 22,50000
BRISTOL-MYERS SQUIBB COCOM1101221082,60542,000SH SOLE 42,00000
CATERPILLAR INCCOM1491231012,27512,500SH SOLE 12,50000
CHEVRON CORPCOM1667641006768,000SH SOLE 8,00000
CISCO SYSTEMS INCCOM17275R1023,08668,951SH SOLE 68,95100
COCA-COLA COCOM1912161001,37125,000SH SOLE 25,00000
COLGATE-PALMOLIVE COCOM1941621031,71020,000SH SOLE 20,00000
DISNEY WALT COCOM2546871061,6319,000SH SOLE 9,00000
EMERSON ELECTRIC COCOM2910111043,41642,500SH SOLE 42,50000
EXXON MOBIL CORPCOM30231G1021,85545,000SH SOLE 45,00000
GENERAL MILLS INCCOM3703341041,29422,000SH SOLE 22,00000
GLOBE LIFE INCCOM37959E1026,41067,500SH SOLE 67,50000
HOME DEPOT INCCOM4370761027,30527,500SH SOLE 27,50000
HONEYWELL INTERNATIONAL INCCOM4385161063,40316,000SH SOLE 16,00000
ILLINOIS TOOL WORKS INCCOM4523081093,05815,000SH SOLE 15,00000
INTEL CORPCOM4581401004,23585,000SH SOLE 85,00000
JOHNSON & JOHNSONCOM47816010416,053102,000SH SOLE 102,00000
JP MORGAN CHASE & COCOM46625H1008,51467,000SH SOLE 67,00000
KELLOGG COCOM4878361081,24520,000SH SOLE 20,00000
L3HARRIS TECHNOLOGIES INCCOM5024311091,89010,000SH SOLE 10,00000
LOCKHEED MARTIN CORPCOM5398301093,0178,500SH SOLE 8,50000
MERCK AND CO INCCOM58933Y1055,09662,295SH SOLE 62,29500
MICROSOFT CORPCOM5949181044,44820,000SH SOLE 20,00000
NORFOLK SOUTHERN CORPCOM6558441085,70324,000SH SOLE 24,00000
PFIZER INCCOM7170811035,797157,488SH SOLE 157,48800
PROCTER & GAMBLE COCOM7427181097,23552,000SH SOLE 52,00000
RAYTHEON TECHNOLOGIES CORPCOM75513E1015728,000SH SOLE 8,00000
TEXAS INSTRUMENTS INCCOM8825081041,64110,000SH SOLE 10,00000
UNITEDHEALTH GROUP INCCOM91324P1022,6307,500SH SOLE 7,50000
VERIZON COMMUNICATIONS INCCOM92343V1041,32222,500SH SOLE 22,50000
VISA INCCOM CL A92826C8397333,350SH SOLE 3,35000
WALMART STORES INCCOM9311421036,91948,000SH SOLE 48,00000
WASTE MANAGEMENT INCCOM94106L1095905,000SH SOLE 5,00000
WELLS FARGO & COCOM94974610160420,000SH SOLE 20,00000