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
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,685 8,000 SH   SOLE   8,000 0 0
ALPHABET INC CAP STK CL C 02079K107 5,998 2,393 SH   SOLE   2,393 0 0
ALTRIA GROUP INC COM 02209S103 5,572 116,862 SH   SOLE   116,862 0 0
AMAZON COM INC COM 023135106 6,505 1,891 SH   SOLE   1,891 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 5,131 71,057 SH   SOLE   71,057 0 0
ASPEN TECHNOLOGY INC COM 045327103 5,527 40,185 SH   SOLE   40,185 0 0
BIOGEN INC COM 09062X103 5,879 16,978 SH   SOLE   16,978 0 0
BK OF AMERICA CORP COM 060505104 12,304 300,900 SH   SOLE   300,900 0 0
BOEING CO COM 097023105 6,081 25,383 SH   SOLE   25,383 0 0
CERNER CORP COM 156782104 5,748 73,544 SH   SOLE   73,544 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,161 48,011 SH   SOLE   48,011 0 0
COCA COLA CO COM 191216100 5,036 93,070 SH   SOLE   93,070 0 0
COMCAST CORP NEW CL A 20030N101 2,532 44,398 SH   SOLE   44,398 0 0
CONOCOPHILLIPS COM 20825C104 15,128 256,186 SH   SOLE   256,186 0 0
CONSTELLATION BRANDS INC CL A 21036P108 5,751 24,587 SH   SOLE   24,587 0 0
CORTEVA INC COM 22052L104 4,646 104,759 SH   SOLE   104,759 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 990 5,130 SH   SOLE   5,130 0 0
DISNEY WALT CO COM 254687106 2,904 16,520 SH   SOLE   16,520 0 0
FACEBOOK INC CL A 30303M102 6,233 17,925 SH   SOLE   17,925 0 0
GENERAL DYNAMICS CORP COM 369550108 4,679 24,853 SH   SOLE   24,853 0 0
GILEAD SCIENCES INC COM 375558103 6,809 98,877 SH   SOLE   98,877 0 0
HONDA MOTOR LTD AMERN SHS 438128308 4,466 138,792 SH   SOLE   138,792 0 0
INTEL CORP COM 458140100 8,306 147,525 SH   SOLE   147,525 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,324 28,000 SH   SOLE   28,000 0 0
KELLOGG CO COM 487836108 6,116 95,076 SH   SOLE   95,076 0 0
LOCKHEED MARTIN CORP COM 539830109 6,012 15,889 SH   SOLE   15,889 0 0
MASCO CORP COM 574599106 3,181 54,000 SH   SOLE   54,000 0 0
MCDONALDS CORP COM 580135101 4,897 21,200 SH   SOLE   21,200 0 0
MERCK & CO INC COM 58933Y105 6,767 87,015 SH   SOLE   87,015 0 0
MICROSOFT CORP COM 594918104 12,904 47,589 SH   SOLE   47,589 0 0
NIKE INC CL B 654106103 4,990 32,000 SH   SOLE   32,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,869 10,668 SH   SOLE   10,668 0 0
PFIZER INC COM 717081103 5,512 140,763 SH   SOLE   140,763 0 0
PHILIP MORRIS INTL INC COM 718172109 6,558 66,262 SH   SOLE   66,262 0 0
POLARIS INC COM 731068102 6,221 45,424 SH   SOLE   45,424 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,902 45,848 SH   SOLE   45,848 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,812 12,361 SH   SOLE   12,361 0 0
SALESFORCE COM INC COM 79466L302 6,287 25,736 SH   SOLE   25,736 0 0
SAP SE SPON ADR 803054204 9,010 63,680 SH   SOLE   63,680 0 0
SERVICENOW INC COM 81762P102 6,809 12,390 SH   SOLE   12,390 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,279 6,500 SH   SOLE   6,500 0 0
TYLER TECHNOLOGIES INC COM 902252105 6,512 14,396 SH   SOLE   14,396 0 0
WELLS FARGO CO NEW COM 949746101 5,747 126,889 SH   SOLE   126,889 0 0
WESTERN UN CO COM 959802109 3,873 168,600 SH   SOLE   168,600 0 0
YUM BRANDS INC COM 988498101 3,036 26,391 SH   SOLE   26,391 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,753 35,772 SH   SOLE   35,772 0 0