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
ALPHABET INC CAP STK CL A 02079K305 18,551 13,850 SH   SOLE   13,850 0 0
ABBOTT LABS COM 002824100 434 5,000 SH   SOLE   5,000 0 0
ABBVIE INC COM 00287Y109 2,776 31,350 SH   SOLE   31,350 0 0
ADOBE SYS INC COM 00724F101 23,746 72,000 SH   SOLE   72,000 0 0
ALEXION PHARMACEUTICAL INC COM 015351109 708 6,550 SH   SOLE   6,550 0 0
AMAZON COM INC COM 023135106 2,768 1,498 SH   SOLE   1,498 0 0
AMERICAN TOWER NEW COM 03027X100 4,463 19,420 SH   SOLE   19,420 0 0
AMERICAN WTR WKS CO COM 030420103 5,633 45,850 SH   SOLE   45,850 0 0
APPLE INC COM 037833100 15,135 51,541 SH   SOLE   51,541 0 0
ARAMARK COM 03852U106 5,886 135,600 SH   SOLE   135,600 0 0
ARISTA NETWORKS INC COM 040413106 2,567 12,620 SH   SOLE   12,620 0 0
ATMOS ENERGY CORP COM 049560105 1,834 16,400 SH   SOLE   16,400 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 13,938 81,750 SH   SOLE   81,750 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,423 10,700 SH   SOLE   10,700 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,337 8,900 SH   SOLE   8,900 0 0
BROADCOM INC COM 11135F101 2,781 8,800 SH   SOLE   8,800 0 0
CIGNA CORP NEW COM 125523100 560 2,739 SH   SOLE   2,739 0 0
CRH PLC ADR 12626K203 9,046 224,300 SH   SOLE   224,300 0 0
CANTEL MEDICAL CORP COM 138098108 475 6,700 SH   SOLE   6,700 0 0
CENTENE CORP DEL COM 15135B101 10,650 169,400 SH   SOLE   169,400 0 0
CHURCH & DWIGHT INC COM 171340102 2,068 29,400 SH   SOLE   29,400 0 0
CINTAS CORP COM 172908105 646 2,400 SH   SOLE   2,400 0 0
CLOROX CO DEL COM 189054109 263 1,716 SH   SOLE   1,716 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 397 6,408 SH   SOLE   6,408 0 0
COMCAST CORP NEW CL A 20030N101 6,039 134,300 SH   SOLE   134,300 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 6,791 47,775 SH   SOLE   47,775 0 0
DANAHER CORP DEL COM 235851102 4,327 28,190 SH   SOLE   28,190 0 0
ECOLAB INC COM 278865100 531 2,750 SH   SOLE   2,750 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 20,366 87,300 SH   SOLE   87,300 0 0
EPAM SYS INC COM 29414B104 9,526 44,900 SH   SOLE   44,900 0 0
ESSENT GROUP LTD COM G3198U102 11,776 226,500 SH   SOLE   226,500 0 0
FISERV INC COM 337738108 10,615 91,800 SH   SOLE   91,800 0 0
FORTIVE CORP COM 34959J108 2,008 26,292 SH   SOLE   26,292 0 0
GENERAL MILLS INC COM 370334104 1,647 30,750 SH   SOLE   30,750 0 0
GENPACT LIMITED SHS G3922B107 7,966 188,900 SH   SOLE   188,900 0 0
GILEAD SCIENCES INC COM 375558103 928 14,290 SH   SOLE   14,290 0 0
ILLUMINA INC COM 452327109 3,252 9,803 SH   SOLE   9,803 0 0
INGERSOLL-RAND PLC SHS G47791101 1,283 9,650 SH   SOLE   9,650 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 845 14,498 SH   SOLE   14,498 0 0
JOHNSON & JOHNSON COM 478160104 273 1,871 SH   SOLE   1,871 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 11,272 73,600 SH   SOLE   73,600 0 0
LILLY ELI & CO COM 532457108 212 1,614 SH   SOLE   1,614 0 0
LINDE PLC COM G5494J103 9,304 43,700 SH   SOLE   43,700 0 0
LULULEMON ATHLETICA INC COM 550021109 12,475 53,850 SH   SOLE   53,850 0 0
LUMENTUM HOLDINGS INC COM 55024U109 8,905 112,300 SH   SOLE   112,300 0 0
MAGNA INTL INC COM 559222401 765 13,950 SH   SOLE   13,950 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,348 22,700 SH   SOLE   22,700 0 0
MASCO CORP COM 574599106 1,267 26,400 SH   SOLE   26,400 0 0
MASIMO CORP COM 574795100 2,402 15,200 SH   SOLE   15,200 0 0
MASTERCARD INC CL A 57636Q104 22,190 74,315 SH   SOLE   74,315 0 0
MEDTRONIC PLC SHS G5960L103 10,397 91,647 SH   SOLE   91,647 0 0
MERCK & CO INC COM 58933Y105 12,051 132,500 SH   SOLE   132,500 0 0
MICROSOFT CORP COM 594918104 24,449 155,037 SH   SOLE   155,037 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,295 12,050 SH   SOLE   12,050 0 0
NEXTERA ENERGY COM 65339F101 16,588 68,500 SH   SOLE   68,500 0 0
NIKE INC CL B NEW 654106103 1,347 13,300 SH   SOLE   13,300 0 0
NORTHWEST NAT HLDG CO COM 66765N105 221 3,000 SH   SOLE   3,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 15,939 99,850 SH   SOLE   99,850 0 0
PFIZER INC COM 717081103 204 5,205 SH   SOLE   5,205 0 0
PROCTER & GAMBLE CO COM 742718109 11,850 94,878 SH   SOLE   94,878 0 0
QORVO INC COM 74736K101 440 3,783 SH   SOLE   3,783 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 975 5,978 SH   SOLE   5,978 0 0
ROYAL GOLD INC COM 780287108 318 2,600 SH   SOLE   2,600 0 0
SALESFORCE COM COM 79466L302 9,563 58,800 SH   SOLE   58,800 0 0
HENRY SCHEIN INC COM 806407102 1,662 24,910 SH   SOLE   24,910 0 0
SHERWIN WILLIAMS CO COM 824348106 731 1,253 SH   SOLE   1,253 0 0
STANLEY BLACK AND DECKER INC COM 854502101 12,265 74,000 SH   SOLE   74,000 0 0
STARBUCKS CORP COM 855244109 4,003 45,536 SH   SOLE   45,536 0 0
STERICYCLE INC COM 858912108 329 5,151 SH   SOLE   5,151 0 0
STERIS PLC SHS USD G8473T100 846 5,550 SH   SOLE   5,550 0 0
STMICROELECTRONICS NV NY REGISTRY 861012102 13,859 515,000 SH   SOLE   515,000 0 0
STRYKER CORP COM 863667101 2,813 13,400 SH   SOLE   13,400 0 0
SYSCO CORP COM 871829107 7,827 91,500 SH   SOLE   91,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,139 12,739 SH   SOLE   12,739 0 0
TOPBUILD CORP COM 89055F103 332 3,225 SH   SOLE   3,225 0 0
UNION PAC CORP COM 907818108 3,076 17,014 SH   SOLE   17,014 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,469 8,400 SH   SOLE   8,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,529 73,765 SH   SOLE   73,765 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 16,202 74,000 SH   SOLE   74,000 0 0
VISA INC COM CL A 92826C839 21,390 113,838 SH   SOLE   113,838 0 0
WASHINGTON TRUST BANCORP INC COM 940610108 391 7,264 SH   SOLE   7,264 0 0