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
ABBOTT LABS COM 002824100 363 4,600 SH   SOLE   4,600 0 0
ABBVIE INC COM 00287Y109 10,080 132,300 SH   SOLE   132,300 0 0
ADOBE SYS INC COM 00724F101 22,770 71,550 SH   SOLE   71,550 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 4,347 60,700 SH   SOLE   60,700 0 0
ALEXION PHARMACEUTICAL INC COM 015351109 561 6,250 SH   SOLE   6,250 0 0
ALLSTATE CORP COM 020002101 7,430 81,000 SH   SOLE   81,000 0 0
ALPHABET INC CAP STK CL A 02079K305 14,350 12,350 SH   SOLE   12,350 0 0
AMAZON COM INC COM 023135106 11,704 6,003 SH   SOLE   6,003 0 0
AMERICAN TOWER NEW COM 03027X100 4,218 19,370 SH   SOLE   19,370 0 0
AMERICAN WTR WKS CO COM 030420103 1,058 8,850 SH   SOLE   8,850 0 0
APPLE INC COM 037833100 12,875 50,632 SH   SOLE   50,632 0 0
ARISTA NETWORKS INC COM 040413106 223 1,100 SH   SOLE   1,100 0 0
ATMOS ENERGY CORP COM 049560105 854 8,610 SH   SOLE   8,610 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,779 49,600 SH   SOLE   49,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 603 3,300 SH   SOLE   3,300 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 847 8,300 SH   SOLE   8,300 0 0
BROADCOM INC COM 11135F101 285 1,200 SH   SOLE   1,200 0 0
CIGNA CORP NEW COM 125523100 485 2,739 SH   SOLE   2,739 0 0
CENTENE CORP DEL COM 15135B101 7,337 123,500 SH   SOLE   123,500 0 0
CHURCH & DWIGHT INC COM 171340102 1,874 29,200 SH   SOLE   29,200 0 0
CINTAS CORP COM 172908105 277 1,600 SH   SOLE   1,600 0 0
CLOROX CO DEL COM 189054109 323 1,866 SH   SOLE   1,866 0 0
COMCAST CORP NEW CL A 20030N101 8,193 238,300 SH   SOLE   238,300 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 6,859 47,500 SH   SOLE   47,500 0 0
DANAHER CORP DEL COM 235851102 3,874 27,990 SH   SOLE   27,990 0 0
ECOLAB INC COM 278865100 429 2,750 SH   SOLE   2,750 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,828 30,900 SH   SOLE   30,900 0 0
EPAM SYS INC COM 29414B104 8,021 43,200 SH   SOLE   43,200 0 0
FISERV INC COM 337738108 10,648 112,100 SH   SOLE   112,100 0 0
GENERAL MILLS INC COM 370334104 1,575 29,850 SH   SOLE   29,850 0 0
GILEAD SCIENCES INC COM 375558103 689 9,215 SH   SOLE   9,215 0 0
ILLUMINA INC COM 452327109 2,527 9,253 SH   SOLE   9,253 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 643 14,398 SH   SOLE   14,398 0 0
JOHNSON & JOHNSON COM 478160104 236 1,800 SH   SOLE   1,800 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 11,065 87,000 SH   SOLE   87,000 0 0
LINDE PLC COM G5494J103 208 1,200 SH   SOLE   1,200 0 0
LULULEMON ATHLETICA INC COM 550021109 3,374 17,800 SH   SOLE   17,800 0 0
LUMENTUM HOLDINGS INC COM 55024U109 11,667 158,300 SH   SOLE   158,300 0 0
MASCO CORP COM 574599106 875 25,300 SH   SOLE   25,300 0 0
MASIMO CORP COM 574795100 2,595 14,650 SH   SOLE   14,650 0 0
MASTERCARD INC CL A 57636Q104 16,262 67,320 SH   SOLE   67,320 0 0
MEDTRONIC PLC SHS G5960L103 8,233 91,300 SH   SOLE   91,300 0 0
MICROSOFT CORP COM 594918104 22,393 141,987 SH   SOLE   141,987 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,017 11,750 SH   SOLE   11,750 0 0
NEXTERA ENERGY COM 65339F101 15,400 64,000 SH   SOLE   64,000 0 0
NIKE INC CL B NEW 654106103 6,197 74,900 SH   SOLE   74,900 0 0
PROCTER & GAMBLE CO COM 742718109 1,312 11,928 SH   SOLE   11,928 0 0
QORVO INC COM 74736K101 305 3,783 SH   SOLE   3,783 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 421 5,000 SH   SOLE   5,000 0 0
ROYAL GOLD INC COM 780287108 228 2,600 SH   SOLE   2,600 0 0
SALESFORCE COM COM 79466L302 17,489 121,470 SH   SOLE   121,470 0 0
HENRY SCHEIN INC COM 806407102 790 15,630 SH   SOLE   15,630 0 0
SHERWIN WILLIAMS CO COM 824348106 437 950 SH   SOLE   950 0 0
STERICYCLE INC COM 858912108 250 5,151 SH   SOLE   5,151 0 0
STERIS PLC SHS USD G8473T100 763 5,450 SH   SOLE   5,450 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 6,496 304,000 SH   SOLE   304,000 0 0
STRYKER CORP COM 863667101 2,148 12,900 SH   SOLE   12,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,641 12,839 SH   SOLE   12,839 0 0
TOPBUILD CORP COM 89055F103 230 3,214 SH   SOLE   3,214 0 0
TRADEWEB MKTS INC CL A 892672106 6,600 157,000 SH   SOLE   157,000 0 0
UNION PAC CORP COM 907818108 348 2,464 SH   SOLE   2,464 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,933 7,750 SH   SOLE   7,750 0 0
VARIAN MED SYS INC COM 92220P105 3,030 29,515 SH   SOLE   29,515 0 0
VEEVA SYS INC CL A COM 922475108 10,563 67,550 SH   SOLE   67,550 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,727 69,365 SH   SOLE   69,365 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 17,827 74,920 SH   SOLE   74,920 0 0
VISA INC COM CL A 92826C839 19,024 118,073 SH   SOLE   118,073 0 0
WASHINGTON TRUST BANCORP INC COM 940610108 806 22,041 SH   SOLE   22,041 0 0