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
ABBVIE INC COM 00287Y109 5,305 56,050 SH   SOLE   56,050 0 0
ABIOMED INC COM 003654100 15,989 54,950 SH   SOLE   54,950 0 0
ADOBE SYS INC COM 00724F101 18,226 84,350 SH   SOLE   84,350 0 0
ALEXION PHARMACEUTICAL INC COM 015351109 2,239 20,096 SH   SOLE   20,096 0 0
ALIGN TECHNOLOGY INC COM 016255101 12,272 48,870 SH   SOLE   48,870 0 0
ALPHABET INC CAP STK CL A 02079K305 373 360 SH   SOLE   360 0 0
AMAZON COM INC COM 023135106 19,979 13,804 SH   SOLE   13,804 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,374 23,220 SH   SOLE   23,220 0 0
AMERICAN WTR WKS CO COM 030420103 443 5,400 SH   SOLE   5,400 0 0
ANALOG DEVICES INC COM 032654105 1,057 11,600 SH   SOLE   11,600 0 0
APPLE INC COM 037833100 13,613 81,141 SH   SOLE   81,141 0 0
APPLIED MATERIALS INC COM 038222105 2,613 47,000 SH   SOLE   47,000 0 0
AQUA AMERICA INC COM 03836W103 902 26,500 SH   SOLE   26,500 0 0
ARISTA NETWORKS INC COM 040413106 13,804 54,070 SH   SOLE   54,070 0 0
ATLASSIAN CORP PLC CL A G06242104 6,012 111,500 SH   SOLE   111,500 0 0
ATMOS ENERGY CORP COM 049560105 1,962 23,300 SH   SOLE   23,300 0 0
AUTODESK INC COM 052769106 200 1,600 SH   SOLE   1,600 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 317 2,800 SH   SOLE   2,800 0 0
BCE INC COM 05534B760 986 22,911 SH   SOLE   22,911 0 0
BECTON DICKINSON COM 075887109 270 1,247 SH   SOLE   1,247 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,290 36,550 SH   SOLE   36,550 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,027 10,300 SH   SOLE   10,300 0 0
CANTEL MEDICAL CORP COM 138098108 1,169 10,500 SH   SOLE   10,500 0 0
CHURCH & DWIGHT INC COM 171340102 2,074 41,200 SH   SOLE   41,200 0 0
CITIGROUP INC COM NEW 172967424 1,085 16,082 SH   SOLE   16,082 0 0
COGNEX CORP COM 192422103 2,048 39,400 SH   SOLE   39,400 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,271 15,800 SH   SOLE   15,800 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 2,011 18,350 SH   SOLE   18,350 0 0
CUMMINS INC COM 231021106 340 2,100 SH   SOLE   2,100 0 0
CUTERA INC COM 232109108 3,482 69,300 SH   SOLE   69,300 0 0
DANAHER CORP DEL COM 235851102 2,942 30,050 SH   SOLE   30,050 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 2,964 53,500 SH   SOLE   53,500 0 0
ECOLAB INC COM 278865100 459 3,350 SH   SOLE   3,350 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,948 49,800 SH   SOLE   49,800 0 0
EXPRESS SCRIPTS INC COM 30219G108 1,337 19,355 SH   SOLE   19,355 0 0
FASTENAL CO COM 311900104 1,943 35,600 SH   SOLE   35,600 0 0
FORTINET INC COM 34959E109 1,714 32,000 SH   SOLE   32,000 0 0
FORTIVE CORP COM 34959J108 7,372 95,100 SH   SOLE   95,100 0 0
GENERAL MILLS INC COM 370334104 1,108 24,600 SH   SOLE   24,600 0 0
GILEAD SCIENCES INC COM 375558103 2,048 27,175 SH   SOLE   27,175 0 0
HCP INC COM 40414L109 591 25,450 SH   SOLE   25,450 0 0
ILLUMINA INC COM 452327109 2,612 11,050 SH   SOLE   11,050 0 0
INOGEN INC COM 45780L104 2,911 23,700 SH   SOLE   23,700 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 661 11,954 SH   SOLE   11,954 0 0
INTEL CORP COM 458140100 556 10,691 SH   SOLE   10,691 0 0
JP MORGAN CHASE & CO COM 46625H100 12,305 111,900 SH   SOLE   111,900 0 0
JOHNSON & JOHNSON COM 478160104 1,377 10,750 SH   SOLE   10,750 0 0
LUMENTUM HLDGS INC COM 55024U109 1,595 25,000 SH   SOLE   25,000 0 0
MKS INSTRUMENTS INC COM 55306N104 12,576 108,750 SH   SOLE   108,750 0 0
MAGNA INTL INC COM 559222401 887 15,750 SH   SOLE   15,750 0 0
MARATHON PETE CORP COM 56585A102 9,094 124,400 SH   SOLE   124,400 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,876 13,800 SH   SOLE   13,800 0 0
MASCO CORP COM 574599106 1,465 36,250 SH   SOLE   36,250 0 0
MASIMO CORP COM 574795100 1,767 20,100 SH   SOLE   20,100 0 0
MASTERCARD INC CL A 57636Q104 19,794 113,010 SH   SOLE   113,010 0 0
MICROSOFT CORP COM 594918104 820 8,987 SH   SOLE   8,987 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,840 42,033 SH   SOLE   42,033 0 0
NAUTILUS INC COM 63910B102 248 18,500 SH   SOLE   18,500 0 0
NETFLIX INC COM 64110L106 12,404 42,000 SH   SOLE   42,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,401 16,900 SH   SOLE   16,900 0 0
NIKE INC CL B NEW 654106103 1,149 17,300 SH   SOLE   17,300 0 0
NORTHWEST NAT GAS CO COM 667655104 259 4,500 SH   SOLE   4,500 0 0
ONE GAS INC COM 68235P108 431 6,536 SH   SOLE   6,536 0 0
ORACLE CORP COM 68389X105 164 3,600 SH   SOLE   3,600 0 0
OWENS CORNING NEW COM 690742101 2,094 26,050 SH   SOLE   26,050 0 0
PNC FINL SVCS GRP COM 693475105 11,751 77,700 SH   SOLE   77,700 0 0
PALO ALTO NETWORKS INC COM 697435105 5,699 31,400 SH   SOLE   31,400 0 0
PAYCOM SOFTWARE INC COM 70432V102 5,047 47,000 SH   SOLE   47,000 0 0
PAYPAL HLDGS INC COM 70450Y103 4,620 60,900 SH   SOLE   60,900 0 0
PFIZER INC COM 717081103 209 5,907 SH   SOLE   5,907 0 0
PROCTER & GAMBLE CO COM 742718109 872 11,002 SH   SOLE   11,002 0 0
PROOFPOINT INC COM 743424103 1,818 16,000 SH   SOLE   16,000 0 0
QORVO INC COM 74736K101 266 3,783 SH   SOLE   3,783 0 0
QUALYS INC COM 74758T303 7,296 100,300 SH   SOLE   100,300 0 0
RED HAT INC COM 756577102 11,542 77,200 SH   SOLE   77,200 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 1,078 7,000 SH   SOLE   7,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 8,617 30,700 SH   SOLE   30,700 0 0
ROYAL GOLD INC COM 780287108 283 3,300 SH   SOLE   3,300 0 0
SVB FINL GROUP COM 78486Q101 16,104 67,100 SH   SOLE   67,100 0 0
SALESFORCE COM INC COM 79466L302 19,166 164,800 SH   SOLE   164,800 0 0
SANOFI RIGHT 12/31/2020 80105N113 16 39,800 SH   SOLE   39,800 0 0
HENRY SCHEIN INC COM 806407102 3,112 46,310 SH   SOLE   46,310 0 0
SHERWIN WILLIAMS CO COM 824348106 2,254 5,750 SH   SOLE   5,750 0 0
SHOPIFY INC CL A 82509L107 5,033 40,400 SH   SOLE   40,400 0 0
SMITH A O COM 831865209 7,484 117,700 SH   SOLE   117,700 0 0
STARBUCKS CORP COM 855244109 2,720 47,000 SH   SOLE   47,000 0 0
STERICYCLE INC COM 858912108 275 4,700 SH   SOLE   4,700 0 0
STERIS PLC SHS USD G84720104 560 6,000 SH   SOLE   6,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 6,020 270,100 SH   SOLE   270,100 0 0
STRYKER CORP COM 863667101 9,470 58,850 SH   SOLE   58,850 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,837 47,650 SH   SOLE   47,650 0 0
3M CO COM 88579Y101 2,486 11,325 SH   SOLE   11,325 0 0
TOPBUILD CORP COM 89055F103 245 3,214 SH   SOLE   3,214 0 0
UNION PAC CORP COM 907818108 398 2,964 SH   SOLE   2,964 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,811 45,850 SH   SOLE   45,850 0 0
VEEVA SYS INC CL A COM 922475108 4,089 56,000 SH   SOLE   56,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,609 33,649 SH   SOLE   33,649 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,301 44,800 SH   SOLE   44,800 0 0
VISA INC COM CL A 92826C839 16,512 138,041 SH   SOLE   138,041 0 0
WASHINGTON TRUST BANCORP COM 940610108 533 9,934 SH   SOLE   9,934 0 0
WEYERHAEUSER CO COM 962166104 528 15,100 SH   SOLE   15,100 0 0
XPO LOGISTICS INC COM 983793100 2,779 27,300 SH   SOLE   27,300 0 0
ZOETIS INC CL A 98978V103 8,426 100,900 SH   SOLE   100,900 0 0