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
ABBOTT LABS COM 002824100 418 5,000 SH   SOLE   5,000 0 0
ABBVIE INC COM 00287Y109 2,480 32,750 SH   SOLE   32,750 0 0
ADOBE SYS INC COM 00724F101 8,812 31,900 SH   SOLE   31,900 0 0
ALEXION PHARMACEUTICAL INC COM 015351109 710 7,250 SH   SOLE   7,250 0 0
AMAZON COM INC COM 023135106 6,727 3,875 SH   SOLE   3,875 0 0
AMERICAN TOWER NEW COM 03027X100 22,471 101,620 SH   SOLE   101,620 0 0
AMERICAN WTR WKS CO COM 030420103 13,510 108,750 SH   SOLE   108,750 0 0
APPLE INC COM 037833100 11,533 51,494 SH   SOLE   51,494 0 0
ARISTA NETWORKS INC COM 040413106 4,078 17,070 SH   SOLE   17,070 0 0
ATMOS ENERGY CORP COM 049560105 1,891 16,600 SH   SOLE   16,600 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 9,548 59,150 SH   SOLE   59,150 0 0
BAXTER INTL INC COM 071813109 14,572 166,600 SH   SOLE   166,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,226 10,700 SH   SOLE   10,700 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,388 9,100 SH   SOLE   9,100 0 0
BROADCOM INC COM 11135F101 2,471 8,950 SH   SOLE   8,950 0 0
CIGNA CORP NEW COM 125523100 414 2,730 SH   SOLE   2,730 0 0
CANTEL MEDICAL CORP COM 138098108 501 6,700 SH   SOLE   6,700 0 0
CERNER CORP COM 156782104 5,079 74,500 SH   SOLE   74,500 0 0
CHURCH & DWIGHT INC COM 171340102 2,212 29,400 SH   SOLE   29,400 0 0
CINTAS CORP COM 172908105 643 2,400 SH   SOLE   2,400 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 386 6,408 SH   SOLE   6,408 0 0
COSTAR GROUP INC COM 22160N109 15,898 26,800 SH   SOLE   26,800 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 25,185 181,175 SH   SOLE   181,175 0 0
DANAHER CORP DEL COM 235851102 4,051 28,050 SH   SOLE   28,050 0 0
DISCOVER FINL SVCS COM 254709108 7,278 89,750 SH   SOLE   89,750 0 0
ECOLAB INC COM 278865100 545 2,750 SH   SOLE   2,750 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 20,479 93,125 SH   SOLE   93,125 0 0
EPAM SYS INC COM 29414B104 4,284 23,500 SH   SOLE   23,500 0 0
ESSENT GROUP LTD COM G3198U102 5,134 107,700 SH   SOLE   107,700 0 0
FASTENAL CO COM 311900104 480 14,700 SH   SOLE   14,700 0 0
FISERV INC COM 337738108 207 2,000 SH   SOLE   2,000 0 0
FORTIVE CORP COM 34959J108 1,796 26,192 SH   SOLE   26,192 0 0
GENERAL MILLS INC COM 370334104 12,410 225,150 SH   SOLE   225,150 0 0
GILEAD SCIENCES INC COM 375558103 969 15,290 SH   SOLE   15,290 0 0
IAC INTERACTIVECORP COM 44919P508 7,912 36,300 SH   SOLE   36,300 0 0
ILLUMINA INC COM 452327109 2,976 9,783 SH   SOLE   9,783 0 0
INGERSOLL-RAND PLC SHS G47791101 5,241 42,550 SH   SOLE   42,550 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 871 14,498 SH   SOLE   14,498 0 0
JOHNSON & JOHNSON COM 478160104 233 1,800 SH   SOLE   1,800 0 0
LINDE PLC COM G5494J103 232 1,200 SH   SOLE   1,200 0 0
MAGNA INTL INC COM 559222401 749 14,050 SH   SOLE   14,050 0 0
MASCO CORP COM 574599106 1,092 26,200 SH   SOLE   26,200 0 0
MASIMO CORP COM 574795100 2,262 15,200 SH   SOLE   15,200 0 0
MASTERCARD INC CL A 57636Q104 25,483 93,835 SH   SOLE   93,835 0 0
MEDTRONIC PLC SHS G5960L103 14,397 132,547 SH   SOLE   132,547 0 0
MERCK & CO INC COM 58933Y105 6,457 76,700 SH   SOLE   76,700 0 0
MICROSOFT CORP COM 594918104 22,778 163,837 SH   SOLE   163,837 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 269 2,900 SH   SOLE   2,900 0 0
NETFLIX COM 64110L106 1,133 4,235 SH   SOLE   4,235 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,113 12,350 SH   SOLE   12,350 0 0
NEXTERA ENERGY COM 65339F101 10,811 46,400 SH   SOLE   46,400 0 0
NIKE INC CL B NEW 654106103 1,249 13,300 SH   SOLE   13,300 0 0
NORTHWEST NAT HLDG CO COM 66765N105 214 3,000 SH   SOLE   3,000 0 0
PAYPAL HLDGS COM 70450Y103 2,155 20,800 SH   SOLE   20,800 0 0
PROCTER & GAMBLE CO COM 742718109 17,124 137,678 SH   SOLE   137,678 0 0
PROGRESSIVE CORP OHIO COM 743315103 3,476 45,000 SH   SOLE   45,000 0 0
QORVO INC COM 74736K101 280 3,783 SH   SOLE   3,783 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 943 5,900 SH   SOLE   5,900 0 0
ROYAL GOLD INC COM 780287108 13,208 107,200 SH   SOLE   107,200 0 0
SALESFORCE COM COM 79466L302 4,668 31,450 SH   SOLE   31,450 0 0
HENRY SCHEIN INC COM 806407102 1,582 24,910 SH   SOLE   24,910 0 0
SHERWIN WILLIAMS CO COM 824348106 687 1,250 SH   SOLE   1,250 0 0
SNAP ON INC COM 833034101 2,833 18,100 SH   SOLE   18,100 0 0
STANLEY BLACK & DECKER INC COM 854502101 3,278 22,700 SH   SOLE   22,700 0 0
STARBUCKS CORP COM 855244109 16,773 189,700 SH   SOLE   189,700 0 0
STERICYCLE INC COM 858912108 239 4,684 SH   SOLE   4,684 0 0
STERIS PLC SHS USD G8473T100 6,466 44,750 SH   SOLE   44,750 0 0
STRYKER CORP COM 863667101 2,898 13,400 SH   SOLE   13,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,594 22,639 SH   SOLE   22,639 0 0
TOPBUILD CORP COM 89055F103 306 3,170 SH   SOLE   3,170 0 0
ULTA BEAUTY INC COM 90384S303 496 1,980 SH   SOLE   1,980 0 0
UNION PAC CORP COM 907818108 2,776 17,139 SH   SOLE   17,139 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,869 8,600 SH   SOLE   8,600 0 0
VEEVA SYS INC CL A COM 922475108 3,199 20,950 SH   SOLE   20,950 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,980 49,365 SH   SOLE   49,365 0 0
VISA INC COM CL A 92826C839 21,903 127,333 SH   SOLE   127,333 0 0
WASHINGTON TRUST BANCORP INC COM 940610108 351 7,264 SH   SOLE   7,264 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 10,729 55,600 SH   SOLE   55,600 0 0