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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CL A G1151C101   555,444 1,800 SH   OTR   1,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109   1,011,600 12,000 SH   OTR   12,000 0 0
ADOBE SYSTEMS INC COM 00724F101   2,383,826 4,875 SH   OTR   4,875 0 0
ALIGN TECHNOLOGY INC COM 016255101   1,228,899 3,475 SH   OTR   3,475 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   1,451,640 12,000 SH   OTR   12,000 0 0
AMAZON COM INC COM 023135106   1,147,168 8,800 SH   OTR   8,800 0 0
AMERICAN TOWER CORP COM 03027X100   1,163,640 6,000 SH   OTR   6,000 0 0
AMPHENOL CORP CL A 032095101   773,045 9,100 SH   OTR   9,100 0 0
COPART INC COM 217204106   2,499,154 27,400 SH   OTR   27,400 0 0
COSTAR GROUP INC COM 22160N109   2,848,000 32,000 SH   OTR   32,000 0 0
DEERE & CO COM 244199105   1,069,702 2,640 SH   OTR   2,640 0 0
DEXCOM INC COM 252131107   1,979,054 15,400 SH   OTR   15,400 0 0
FASTENAL CO COM 311900104   943,840 16,000 SH   OTR   16,000 0 0
FISERV INC COM 337738108   1,513,800 12,000 SH   OTR   12,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   798,840 10,500 SH   OTR   10,500 0 0
HUNT JB TRANS SVCS INC COM 445658107   905,150 5,000 SH   OTR   5,000 0 0
IDEXX LABORATORIES INC COM 45168D104   4,266,444 8,495 SH   OTR   8,495 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   848,100 7,500 SH   OTR   7,500 0 0
INTUIT INC COM 461202103   870,561 1,900 SH   OTR   1,900 0 0
LIVE NATION ENTERTAINMENT INC COM 538034109   912,011 10,010 SH   OTR   10,010 0 0
MASTERCARD INC. CL A 57636Q104   4,168,980 10,600 SH   OTR   10,600 0 0
NEOGEN CORP COM 640491106   562,673 25,870 SH   OTR   25,870 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107   955,300 1,000 SH   OTR   1,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   580,104 2,800 SH   OTR   2,800 0 0
POOL CORP COM 73278L105   908,502 2,425 SH   OTR   2,425 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   436,775 22,820 SH   OTR   22,820 0 0
PROGRESSIVE CORP COM 743315103   1,535,492 11,600 SH   OTR   11,600 0 0
RYAN SPECIALTY GROUP HLDGS A CL A 78351F107   596,364 13,285 SH   OTR   13,285 0 0
TRANSDIGM GROUP INC COM 893641100   4,976,056 5,565 SH   OTR   5,565 0 0
TYLER TECHNOLOGIES INC COM 902252105   999,528 2,400 SH   OTR   2,400 0 0
ULTA BEAUTY INC COM 90384S303   1,176,488 2,500 SH   OTR   2,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,922,560 4,000 SH   OTR   4,000 0 0
VEEVA SYSTEMS INC CL A COM 922475108   1,221,971 6,180 SH   OTR   6,180 0 0
VISA INC COM CL A 92826C839   854,928 3,600 SH   OTR   3,600 0 0
WATSCO INC COM 942622200   1,907,350 5,000 SH   OTR   5,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   1,415,139 3,700 SH   OTR   3,700 0 0
ZOETIS INC CL A 98978V103   1,654,938 9,610 SH   OTR   9,610 0 0
ABBOTT LABORATORIES COM 002824100   1,635,300 15,000 SH   SOLE   15,000 0 0
ABBVIE INC COM 00287Y109   2,694,600 20,000 SH   SOLE   20,000 0 0
AIR PRODS & CHEMS INC COM 009158106   1,198,120 4,000 SH   SOLE   4,000 0 0
ANALOG DEVICES INC COM 032654105   1,655,885 8,500 SH   SOLE   8,500 0 0
APPLIED MATERIALS INC COM 308222105   1,445,400 10,000 SH   SOLE   10,000 0 0
ARTHUR J GALLAGHER & CO COM 363576109   3,622,905 16,500 SH   SOLE   16,500 0 0
AT&T INC COM 00206R102   239,250 15,000 SH   SOLE   15,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103   1,098,950 5,000 SH   SOLE   5,000 0 0
AVERY DENNISON CORP COM 053611109   2,662,900 15,500 SH   SOLE   15,500 0 0
BANK OF AMERICA CORP COM 060505104   1,147,600 40,000 SH   SOLE   40,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100   3,561,600 80,000 SH   SOLE   80,000 0 0
BAXTER INTERNATIONAL INC COM 071813109   1,822,400 40,000 SH   SOLE   40,000 0 0
BECTON DICKINSON AND CO COM 075887109   1,320,050 5,000 SH   SOLE   5,000 0 0
BOEING CO COM 097023105   4,751,100 22,500 SH   SOLE   22,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,685,900 42,000 SH   SOLE   42,000 0 0
CATERPILLAR INC COM 149123101   3,075,625 12,500 SH   SOLE   12,500 0 0
CHEVRON CORP COM 166764100   1,573,500 10,000 SH   SOLE   10,000 0 0
CISCO SYSTEMS INC COM 17275R102   3,567,525 68,951 SH   SOLE   68,951 0 0
COCA COLA CO COM 191216100   1,505,500 25,000 SH   SOLE   25,000 0 0
COLGATE-PALMOLIVE CO COM 194162103   1,540,800 20,000 SH   SOLE   20,000 0 0
EMERSON ELECTRIC CO COM 291011104   3,841,575 42,500 SH   SOLE   42,500 0 0
EXXON MOBIL CORP COM 30231G102   4,826,250 45,000 SH   SOLE   45,000 0 0
GENERAL MILLS INC COM 370334104   1,687,400 22,000 SH   SOLE   22,000 0 0
GLOBE LIFE INC COM 37959E102   7,399,350 67,500 SH   SOLE   67,500 0 0
HOME DEPOT INC COM 437076102   7,455,360 24,000 SH   SOLE   24,000 0 0
HONEYWELL INTERNATIONAL INC COM 438516106   3,320,000 16,000 SH   SOLE   16,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   3,752,400 15,000 SH   SOLE   15,000 0 0
INTEL CORP COM 458140100   2,842,400 85,000 SH   SOLE   85,000 0 0
JOHNSON & JOHNSON COM 478160104   16,883,040 102,000 SH   SOLE   102,000 0 0
JP MORGAN CHASE & CO COM 46625H100   9,744,480 67,000 SH   SOLE   67,000 0 0
KELLOGG CO COM 487836108   1,348,000 20,000 SH   SOLE   20,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,957,700 10,000 SH   SOLE   10,000 0 0
LOCKHEED MARTIN CORP COM 539830109   3,913,230 8,500 SH   SOLE   8,500 0 0
MERCK & CO INC COM 58933Y105   7,188,220 62,295 SH   SOLE   62,295 0 0
MICROSOFT CORP COM 594918104   6,810,800 20,000 SH   SOLE   20,000 0 0
NORFOLK SOUTHERN CORP COM 655844108   2,834,500 12,500 SH   SOLE   12,500 0 0
PFIZER INC COM 717081103   5,776,660 157,488 SH   SOLE   157,488 0 0
PROCTER & GAMBLE CO COM 742718109   7,890,480 52,000 SH   SOLE   52,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   783,680 8,000 SH   SOLE   8,000 0 0
TEXAS INSTRUMENTS INC COM 882508104   1,800,200 10,000 SH   SOLE   10,000 0 0
UNION PACIFIC CORP COM 907818108   3,069,300 15,000 SH   SOLE   15,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,604,800 7,500 SH   SOLE   7,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   836,775 22,500 SH   SOLE   22,500 0 0
VISA INC COM CL A 92826C839   795,558 3,350 SH   SOLE   3,350 0 0
WALMART INC COM 931142103   7,544,640 48,000 SH   SOLE   48,000 0 0
DISNEY WALT CO COM 254687106   803,520 9,000 SH   SOLE   9,000 0 0
WASTE MANAGEMENT INC COM 94106L109   867,100 5,000 SH   SOLE   5,000 0 0
WELLS FARGO & CO COM 949746101   768,240 18,000 SH   SOLE   18,000 0 0