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 576 1,800 SH   OTR   1,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 929 12,000 SH   OTR   12,000 0 0
ADOBE SYSTEMS INC COM 00724F101 2,807 4,875 SH   OTR   4,875 0 0
AIRBNB INC COM CL A 009066101 678 4,040 SH   OTR   4,040 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,664 2,500 SH   OTR   2,500 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 1,599 600 SH   OTR   600 0 0
AMAZON.COM INC COM 023135106 1,445 440 SH   OTR   440 0 0
AMERICAN TOWER CORP COM 03027X100 1,592 6,000 SH   OTR   6,000 0 0
AMPHENOL CORP CL A 032095101 439 6,000 SH   OTR   6,000 0 0
BALL CORP COM 058498106 697 7,750 SH   OTR   7,750 0 0
CARMAX INC COM 143130102 1,075 8,400 SH   OTR   8,400 0 0
CHEWY INC CL A 16679L109 536 7,870 SH   OTR   7,870 0 0
CIGNA CORP COM 125523100 706 3,529 SH   OTR   3,529 0 0
COPART INC COM 217204106 1,900 13,700 SH   OTR   13,700 0 0
COSTAR GROUP INC COM 22160N109 2,754 32,000 SH   OTR   32,000 0 0
COUPA SOFTWARE INC COM 22266L106 431 1,965 SH   OTR   1,965 0 0
DEXCOM INC COM 252131107 1,053 1,925 SH   OTR   1,925 0 0
DOCUSIGN INC COM 256163106 645 2,505 SH   OTR   2,505 0 0
FASTENAL CO COM 311900104 826 16,000 SH   OTR   16,000 0 0
FORTIVE CORP COM 34959J108 526 7,460 SH   OTR   7,460 0 0
FISERV INC COM 337738108 1,302 12,000 SH   OTR   12,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,248 10,500 SH   OTR   10,500 0 0
HUNT JB TRANS SVCS INC COM 445658107 836 5,000 SH   OTR   5,000 0 0
IDEXX LABORATORIES INC COM 45168D104 5,283 8,495 SH   OTR   8,495 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 861 7,500 SH   OTR   7,500 0 0
INTUIT INC COM 461202103 432 800 SH   OTR   800 0 0
LIVE NATION ENTERTAINMENT INC COM 538034109 912 10,010 SH   OTR   10,010 0 0
MASTERCARD INC. CL A 57636Q104 3,685 10,600 SH   OTR   10,600 0 0
OAK STREET HEALTH INC COM 67181A107 400 9,400 SH   OTR   9,400 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 611 1,000 SH   OTR   1,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 466 2,800 SH   OTR   2,800 0 0
POOL CORP COM 73278L105 1,053 2,425 SH   OTR   2,425 0 0
PROGRESSIVE CORP COM 743315103 1,049 11,600 SH   OTR   11,600 0 0
TRANSDIGM GROUP INC COM 893641100 3,476 5,565 SH   OTR   5,565 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,101 2,400 SH   OTR   2,400 0 0
ULTA BEAUTY INC COM 90384S303 902 2,500 SH   OTR   2,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,563 4,000 SH   OTR   4,000 0 0
VEEVA SYSTEMS INC CL A COM 922475108 1,781 6,180 SH   OTR   6,180 0 0
VISA INC COM CL A 92826C839 802 3,600 SH   OTR   3,600 0 0
WATSCO INC COM 942622200 1,323 5,000 SH   OTR   5,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 1,571 3,700 SH   OTR   3,700 0 0
ZOETIS INC CL A 98978V103 2,912 15,000 SH   OTR   15,000 0 0
ABBOTT LABORATORIES COM 002824100 1,772 15,000 SH   SOLE   15,000 0 0
ABBVIE INC COM 00287Y109 2,157 20,000 SH   SOLE   20,000 0 0
AIR PRODS & CHEMS INC COM 009158106 1,024 4,000 SH   SOLE   4,000 0 0
ANALOG DEVICES INC COM 032654105 1,424 8,500 SH   SOLE   8,500 0 0
APPLIED MATERIALS INC COM 038222105 1,287 10,000 SH   SOLE   10,000 0 0
ARTHUR J GALLAGHER & CO COM 363576109 2,453 16,500 SH   SOLE   16,500 0 0
AT&T INC COM 00206R102 405 15,000 SH   SOLE   15,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103 1,000 5,000 SH   SOLE   5,000 0 0
AVERY DENNISON CORP COM 053611109 3,212 15,500 SH   SOLE   15,500 0 0
BANK OF AMERICA CORP COM 060505104 1,698 40,000 SH   SOLE   40,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 4,147 80,000 SH   SOLE   80,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 3,217 40,000 SH   SOLE   40,000 0 0
BECTON DICKINSON AND CO COM 075887109 1,229 5,000 SH   SOLE   5,000 0 0
BOEING CO COM 097023105 4,949 22,500 SH   SOLE   22,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,485 42,000 SH   SOLE   42,000 0 0
CATERPILLAR INC COM 149123101 2,400 12,500 SH   SOLE   12,500 0 0
CHEVRON CORP COM 166764100 1,015 10,000 SH   SOLE   10,000 0 0
CISCO SYSTEMS INC COM 17275R102 3,753 68,951 SH   SOLE   68,951 0 0
COCA-COLA CO COM 191216100 1,312 25,000 SH   SOLE   25,000 0 0
COLGATE-PALMOLIVE CO COM 194162103 1,512 20,000 SH   SOLE   20,000 0 0
DISNEY WALT CO COM 254687106 1,523 9,000 SH   SOLE   9,000 0 0
EMERSON ELECTRIC CO COM 291011104 4,004 42,500 SH   SOLE   42,500 0 0
EXXON MOBIL CORP COM 30231G102 2,647 45,000 SH   SOLE   45,000 0 0
GENERAL MILLS INC COM 370334104 1,316 22,000 SH   SOLE   22,000 0 0
GLOBE LIFE INC COM 37959E102 6,010 67,500 SH   SOLE   67,500 0 0
HOME DEPOT INC COM 437076102 7,878 24,000 SH   SOLE   24,000 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 3,396 16,000 SH   SOLE   16,000 0 0
ILLINOIS TOOL WORKS INC COM 452308109 3,099 15,000 SH   SOLE   15,000 0 0
INTEL CORP COM 458140100 4,529 85,000 SH   SOLE   85,000 0 0
JOHNSON & JOHNSON COM 478160104 16,473 102,000 SH   SOLE   102,000 0 0
JP MORGAN CHASE & CO COM 46625H100 10,967 67,000 SH   SOLE   67,000 0 0
KELLOGG CO COM 487836108 1,278 20,000 SH   SOLE   20,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,202 10,000 SH   SOLE   10,000 0 0
LOCKHEED MARTIN CORP COM 539830109 2,933 8,500 SH   SOLE   8,500 0 0
MERCK AND CO INC COM 58933Y105 4,679 62,295 SH   SOLE   62,295 0 0
MICROSOFT CORP COM 594918104 5,638 20,000 SH   SOLE   20,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 5,742 24,000 SH   SOLE   24,000 0 0
ORGANON & CO COM 68622V106 204 6,229 SH   SOLE   6,229 0 0
PFIZER INC COM 717081103 6,774 157,488 SH   SOLE   157,488 0 0
PROCTER & GAMBLE CO COM 742718109 7,270 52,000 SH   SOLE   52,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 688 8,000 SH   SOLE   8,000 0 0
TEXAS INSTRUMENTS INC COM 882508104 1,922 10,000 SH   SOLE   10,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,931 7,500 SH   SOLE   7,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,215 22,500 SH   SOLE   22,500 0 0
VISA INC COM CL A 92826C839 746 3,350 SH   SOLE   3,350 0 0
WALMART STORES INC COM 931142103 6,690 48,000 SH   SOLE   48,000 0 0
WASTE MANAGEMENT INC COM 94106L109 747 5,000 SH   SOLE   5,000 0 0
WELLS FARGO & CO COM 949746101 928 20,000 SH   SOLE   20,000 0 0