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
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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
ALPHABET INC CAP STK CL A 02079K305 8,598 7,400 SH   SOLE NONE 7,400 0 0
AMETEK Inc COM 031100100 1,440 20,000 SH   SOLE NONE 20,000 0 0
ANALOG DEVICES INC COM 032654105 1,372 15,300 SH   SOLE NONE 15,300 0 0
APTARGROUP INC COM 038336103 747 7,500 SH   SOLE NONE 7,500 0 0
AUTOMATIC DATA PROCESSING COM 053015103 4,510 33,000 SH   SOLE NONE 33,000 0 0
Acuity Brands Inc COM 00508Y102 1,028 12,000 SH   SOLE NONE 12,000 0 0
Amphenol Corp CL A 032095101 1,239 17,000 SH   SOLE NONE 17,000 0 0
Ares Management LLC CL A 339750101 995 31,000 SH   SOLE NONE 31,000 0 0
BROWN-FORMAN CORP CL B 115637209 1,638 29,500 SH   SOLE NONE 29,500 0 0
BlackRock Inc COM 09247X101 3,520 8,000 SH   SOLE NONE 8,000 0 0
CH Robinson Worldwide Inc COM NEW 12541W209 6,554 99,000 SH   SOLE NONE 99,000 0 0
CHENIERE ENERGY IN COM NEW 16411R208 1,106 33,000 SH   SOLE NONE 33,000 0 0
COLGATE-PALMOLIVE COM 194162103 5,740 86,500 SH   SOLE NONE 86,500 0 0
CVS Health Corp COM 126650100 7,238 122,000 SH   SOLE NONE 122,000 0 0
Cabot Oil & Gas Corp COM 127097103 1,031 60,000 SH   SOLE NONE 60,000 0 0
Cerner Corp COM 156782104 4,661 74,000 SH   SOLE NONE 74,000 0 0
Chevron Corp COM 166764100 5,869 81,000 SH   SOLE NONE 81,000 0 0
Church & Dwight Co Inc COM 171340102 1,540 24,000 SH   SOLE NONE 24,000 0 0
Copart Inc COM 217204106 2,809 41,000 SH   SOLE NONE 41,000 0 0
Diamondback Energy Inc COM 25278X109 880 33,600 SH   SOLE NONE 33,600 0 0
Dollar General Corp COM 256677105 2,567 17,000 SH   SOLE NONE 17,000 0 0
ECOLAB INC COM 278865100 4,831 31,000 SH   SOLE NONE 31,000 0 0
Eaton Vance Corp COM NON VTG 278265103 968 30,000 SH   SOLE NONE 30,000 0 0
Edwards Lifesciences Corp COM 28176E108 2,452 13,000 SH   SOLE NONE 13,000 0 0
Essential Utilities Inc None 29670G102 5,149 126,500 SH   SOLE NONE 126,500 0 0
Evergy Inc COM 30034W106 4,294 78,000 SH   SOLE NONE 78,000 0 0
Exxon Mobil Corp COM 30231G102 4,442 117,000 SH   SOLE NONE 117,000 0 0
Facebook Inc CL A 30303M102 10,342 62,000 SH   SOLE NONE 62,000 0 0
FactSet Research Systems Inc COM 303075105 1,564 6,000 SH   SOLE NONE 6,000 0 0
Fastenal Co COM 311900104 1,588 50,800 SH   SOLE NONE 50,800 0 0
FleetCor Technologies Inc COM 339041105 662 3,550 SH   SOLE NONE 3,550 0 0
Gentex Corp COM 371901109 1,573 71,000 SH   SOLE NONE 71,000 0 0
HOME DEPOT INC COM 437076102 6,161 33,000 SH   SOLE NONE 33,000 0 0
Hershey Co/The COM 427866108 2,650 20,000 SH   SOLE NONE 20,000 0 0
IDEXX Laboratories Inc COM 45168D104 2,568 10,600 SH   SOLE NONE 10,600 0 0
INTL FLAVORS&FRAG COM 459506101 1,276 12,500 SH   SOLE NONE 12,500 0 0
IPG Photonics Corp COM 44980X109 1,489 13,500 SH   SOLE NONE 13,500 0 0
JB Hunt Transport Services Inc COM 445658107 1,300 14,100 SH   SOLE NONE 14,100 0 0
JPMorgan Chase & Co COM 46625H100 4,231 47,000 SH   SOLE NONE 47,000 0 0
Jack Henry & Associates Inc COM 426281101 3,043 19,600 SH   SOLE NONE 19,600 0 0
Johnson & Johnson COM 478160104 7,802 59,500 SH   SOLE NONE 59,500 0 0
LKQ Corp COM 501889208 513 25,000 SH   SOLE NONE 25,000 0 0
Linde PLC SHS G5494J103 5,017 29,000 SH   SOLE NONE 29,000 0 0
MARTIN MARIETTA M. COM 573284106 2,061 10,890 SH   SOLE NONE 10,890 0 0
MASTERCARD INC CL A 57636Q104 4,831 20,000 SH   SOLE NONE 20,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,742 26,500 SH   SOLE NONE 26,500 0 0
MICROSOFT CORP COM 594918104 7,570 48,000 SH   SOLE NONE 48,000 0 0
Microchip Technology Inc COM 595017104 1,342 19,800 SH   SOLE NONE 19,800 0 0
Monster Beverage Corp COM 61174X109 1,491 26,500 SH   SOLE NONE 26,500 0 0
NEXTERA ENERGY COM 65339F101 7,219 30,000 SH   SOLE NONE 30,000 0 0
O'Reilly Automotive Inc COM 67103H107 7,526 25,000 SH   SOLE NONE 25,000 0 0
ONEOK Inc COM 682680103 1,305 59,850 SH   SOLE NONE 59,850 0 0
PEPSICO INC COM 713448108 7,206 60,000 SH   SOLE NONE 60,000 0 0
Parsley Energy Inc CL A 701877102 928 162,000 SH   SOLE NONE 162,000 0 0
RAYTHEON CO COM NEW 755111507 5,377 41,000 SH   SOLE NONE 41,000 0 0
ResMed Inc COM 761152107 2,504 17,000 SH   SOLE NONE 17,000 0 0
Rollins Inc COM 775711104 1,897 52,500 SH   SOLE NONE 52,500 0 0
SCOTTS MIRACLE-GRO CO/THE CL A 810186106 4,059 39,641 SH   SOLE NONE 39,641 0 0
SEI INVESTMENTS COM 784117103 1,279 27,600 SH   SOLE NONE 27,600 0 0
SELECT SECTOR SPDR ENERGY 81369Y506 3,400 117,000 SH   SOLE NONE 117,000 0 0
SELECT SECTOR SPDR TECHNOLOGY 81369Y803 6,028 75,000 SH   SOLE NONE 75,000 0 0
STARBUCKS CORP COM 855244109 4,536 69,000 SH   SOLE NONE 69,000 0 0
Schlumberger Ltd COM 806857108 3,845 285,000 SH   SOLE NONE 285,000 0 0
Sempra Energy COM 816851109 6,214 55,000 SH   SOLE NONE 55,000 0 0
Sherwin-Williams Co/The COM 824348106 8,409 18,300 SH   SOLE NONE 18,300 0 0
T Rowe Price Group Inc COM 74144T108 4,199 43,000 SH   SOLE NONE 43,000 0 0
TJX Cos Inc/The COM 872540109 4,090 85,547 SH   SOLE NONE 85,547 0 0
TRACTOR SUPPLY CO COM 892356106 1,649 19,500 SH   SOLE NONE 19,500 0 0
Thermo Fisher Scientific Inc COM 883556102 3,120 11,000 SH   SOLE NONE 11,000 0 0
Tyler Technologies Inc COM 902252105 1,854 6,250 SH   SOLE NONE 6,250 0 0
UTD TECHNOLOGIES COM 913017109 4,151 44,000 SH   SOLE NONE 44,000 0 0
Union Pacific Corp COM 907818108 4,725 33,500 SH   SOLE NONE 33,500 0 0
VERIZON COMMUN COM 92343V104 4,298 80,000 SH   SOLE NONE 80,000 0 0
Varian Medical Systems Inc COM 92220P105 616 6,000 SH   SOLE NONE 6,000 0 0
Walmart Inc COM 931142103 6,704 59,000 SH   SOLE NONE 59,000 0 0
Wells Fargo & Co COM 949746101 7,405 258,000 SH   SOLE NONE 258,000 0 0