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 AG1151C1014971,800SH OTR 1,80000
ACTIVISION BLIZZARD INCCOM00507V1091,11612,000SH OTR 12,00000
ADOBE SYSTEMS INCCOM00724F1012,3174,875SH OTR 4,87500
ALIGN TECHNOLOGY INCCOM0162551011,3542,500SH OTR 2,50000
ALPHABET INC-CL CCAP STK CL C02079K1071,241600SH OTR 60000
AMAZON.COM INCCOM0231351061,361440SH OTR 44000
AMERICAN TOWER CORPCOM03027X1001,4346,000SH OTR 6,00000
AMPHENOL CORP-CL ACL A0320951013966,000SH OTR 6,00000
CARMAX INCCOM1431301025844,400SH OTR 4,40000
CIGNA CORPCOM1255231008533,529SH OTR 3,52900
COPART INCCOM2172041061,48813,700SH OTR 13,70000
COSTAR GROUP INCCOM22160N1092,6303,200SH OTR 3,20000
COUPA SOFTWARE INCCOM22266L1065001,965SH OTR 1,96500
DEXCOM INCCOM2521311074761,325SH OTR 1,32500
DOCUSIGN INCCOM2561631065072,505SH OTR 2,50500
FASTENAL COCOM31190010480416,000SH OTR 16,00000
FORTIVE CORPCOM34959J1085277,460SH OTR 7,46000
FISERV INCCOM3377381081,42812,000SH OTR 12,00000
GUIDEWIRE SOFTWARE INCCOM40171V1001,06710,500SH OTR 10,50000
HUNT JB TRANS SVCS INCCOM4456581078405,000SH OTR 5,00000
IDEXX LABORATORIES INCCOM45168D1044,1578,495SH OTR 8,49500
INTERCONTINENTAL EXCHANGE INCOM45866F1048387,500SH OTR 7,50000
INTUIT INCCOM461202103306800SH OTR 80000
LIVE NATION ENTERTAINMENT INCCOM5380341092973,510SH OTR 3,51000
MASTERCARD INC.CL A57636Q1043,77410,600SH OTR 10,60000
MERCURY SYSTEMS INCCOM58937810891312,920SH OTR 12,92000
OAK STREET HEALTH INCCOM67181A1075109,400SH OTR 9,40000
O'REILLY AUTOMOTIVE INCCOM67103H1075071,000SH OTR 1,00000
PIONEER NATURAL RESOURCES COCOM7237871074452,800SH OTR 2,80000
POOL CORPCOM73278L1058372,425SH OTR 2,42500
PROGRESSIVE CORPCOM7433151031,10911,600SH OTR 11,60000
TRANSDIGM GROUP INCCOM8936411003,5286,000SH OTR 6,00000
TYLER TECHNOLOGIES INCCOM9022521051,0192,400SH OTR 2,40000
ULTA BEAUTY INCCOM90384S3037732,500SH OTR 2,50000
UNITEDHEALTH GROUP INCCOM91324P1021,4884,000SH OTR 4,00000
VEEVA SYSTEMS INC - CLASS ACL A COM9224751082,5869,900SH OTR 9,90000
VERISK ANALYTICS INCCOM92345Y1061,3257,500SH OTR 7,50000
VISA INCCOM CL A92826C8397623,600SH OTR 3,60000
WATSCO INCCOM9426222001,3045,000SH OTR 5,00000
WEST PHARMACEUTICAL SERVICESCOM9553061051,0433,700SH OTR 3,70000
ZOETIS INCCL A98978V1032,36215,000SH OTR 15,00000
ABBOTT LABORATORIESCOM0028241001,79815,000SH SOLE 15,00000
ABBVIE INCCOM00287Y1092,16420,000SH SOLE 20,00000
AIR PRODS & CHEMS INCCOM0091581061,1254,000SH SOLE 4,00000
ANALOG DEVICES INCCOM0326541051,3188,500SH SOLE 8,50000
APPLIED MATERIALS INCCOM0382221051,33610,000SH SOLE 10,00000
ARTHUR J GALLAGHER & COCOM3635761092,05916,500SH SOLE 16,50000
AT&T INCCOM00206R10245415,000SH SOLE 15,00000
AUTOMATIC DATA PROCESSINGCOM0530151039425,000SH SOLE 5,00000
AVERY DENNISON CORPCOM0536111092,84715,500SH SOLE 15,50000
BANK OF AMERICA CORPCOM0605051041,54840,000SH SOLE 40,00000
BANK OF NEW YORK MELLON CORPCOM0640581003,78380,000SH SOLE 80,00000
BAXTER INTERNATIONAL INCCOM0718131093,37440,000SH SOLE 40,00000
BECTON DICKINSON AND COCOM0758871091,2165,000SH SOLE 5,00000
BOEING COCOM0970231055,73122,500SH SOLE 22,50000
BRISTOL-MYERS SQUIBB COCOM1101221082,65142,000SH SOLE 42,00000
CATERPILLAR INCCOM1491231012,89812,500SH SOLE 12,50000
CHEVRON CORPCOM1667641008388,000SH SOLE 8,00000
CISCO SYSTEMS INCCOM17275R1023,56568,951SH SOLE 68,95100
COCA-COLA COCOM1912161001,31825,000SH SOLE 25,00000
COLGATE-PALMOLIVE COCOM1941621031,57720,000SH SOLE 20,00000
DISNEY WALT COCOM2546871061,6619,000SH SOLE 9,00000
EMERSON ELECTRIC COCOM2910111043,83442,500SH SOLE 42,50000
EXXON MOBIL CORPCOM30231G1022,51245,000SH SOLE 45,00000
GENERAL MILLS INCCOM3703341041,34922,000SH SOLE 22,00000
GLOBE LIFE INCCOM37959E1026,52367,500SH SOLE 67,50000
HOME DEPOT INCCOM4370761028,39427,500SH SOLE 27,50000
HONEYWELL INTERNATIONAL INCCOM4385161063,47316,000SH SOLE 16,00000
ILLINOIS TOOL WORKS INCCOM4523081093,32315,000SH SOLE 15,00000
INTEL CORPCOM4581401005,44085,000SH SOLE 85,00000
JOHNSON & JOHNSONCOM47816010416,764102,000SH SOLE 102,00000
JP MORGAN CHASE & COCOM46625H10010,19967,000SH SOLE 67,00000
KELLOGG COCOM4878361081,26620,000SH SOLE 20,00000
L3HARRIS TECHNOLOGIES INCCOM5024311092,02710,000SH SOLE 10,00000
LOCKHEED MARTIN CORPCOM5398301093,1418,500SH SOLE 8,50000
MERCK AND CO INCCOM58933Y1054,80262,295SH SOLE 62,29500
MICROSOFT CORPCOM5949181044,71520,000SH SOLE 20,00000
NORFOLK SOUTHERN CORPCOM6558441086,44424,000SH SOLE 24,00000
PFIZER INCCOM7170811035,706157,488SH SOLE 157,48800
PROCTER & GAMBLE COCOM7427181097,04252,000SH SOLE 52,00000
RAYTHEON TECHNOLOGIES CORPCOM75513E1016188,000SH SOLE 8,00000
TEXAS INSTRUMENTS INCCOM8825081041,89010,000SH SOLE 10,00000
UNITEDHEALTH GROUP INCCOM91324P1022,7917,500SH SOLE 7,50000
VERIZON COMMUNICATIONS INCCOM92343V1041,30822,500SH SOLE 22,50000
VISA INCCOM CL A92826C8397093,350SH SOLE 3,35000
WALMART STORES INCCOM9311421036,52048,000SH SOLE 48,00000
WASTE MANAGEMENT INCCOM94106L1096455,000SH SOLE 5,00000
WELLS FARGO & COCOM94974610178120,000SH SOLE 20,00000