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 12,546 114,583 SH   SOLE   114,583 0 0
ABBVIE INC COM 00287Y109 3,681 34,350 SH   SOLE   34,350 0 0
ADOBE SYS INC COM 00724F101 15,456 30,905 SH   SOLE   30,905 0 0
ADVANCED MICRO DEVICES INC COM 007903107 23,437 255,560 SH   SOLE   255,560 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 16,482 139,100 SH   SOLE   139,100 0 0
ALEXION PHARMACEUTICAL INC COM 015351109 1,316 8,425 SH   SOLE   8,425 0 0
ALPHABET INC CAP STK CL A 02079K305 22,337 12,745 SH   SOLE   12,745 0 0
AMAZON COM INC COM 023135106 23,427 7,193 SH   SOLE   7,193 0 0
AMERICAN TOWER NEW COM 03027X100 3,506 15,620 SH   SOLE   15,620 0 0
AMERICAN WTR WKS CO COM 030420103 1,374 8,950 SH   SOLE   8,950 0 0
ANALOG DEVICES INC COM 032654105 6,663 45,100 SH   SOLE   45,100 0 0
APPLE INC COM 037833100 40,347 304,067 SH   SOLE   304,067 0 0
ARISTA NETWORKS INC COM 040413106 291 1,000 SH   SOLE   1,000 0 0
ATMOS ENERGY CORP COM 049560105 793 8,310 SH   SOLE   8,310 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 764 4,334 SH   SOLE   4,334 0 0
BCE INC COM NEW 05534B760 1,701 41,000 SH   SOLE   41,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 649 2,800 SH   SOLE   2,800 0 0
BLACKROCK INC COM 09247X101 22,765 31,550 SH   SOLE   31,550 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,721 27,750 SH   SOLE   27,750 0 0
BROADCOM INC COM 11135F101 19,878 45,400 SH   SOLE   45,400 0 0
CIGNA CORP NEW COM 125523100 583 2,799 SH   SOLE   2,799 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,326 53,700 SH   SOLE   53,700 0 0
CANADIAN PAC RY LTD COM 13645T100 19,380 55,900 SH   SOLE   55,900 0 0
CHEGG INC COM 163092109 5,880 65,100 SH   SOLE   65,100 0 0
CHURCH & DWIGHT INC COM 171340102 3,489 40,000 SH   SOLE   40,000 0 0
CINTAS CORP COM 172908105 12,247 34,650 SH   SOLE   34,650 0 0
CLOROX CO DEL COM 189054109 3,002 14,866 SH   SOLE   14,866 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 271 3,308 SH   SOLE   3,308 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,539 14,700 SH   SOLE   14,700 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,450 46,800 SH   SOLE   46,800 0 0
CUMMINS INC COM 231021106 15,738 69,300 SH   SOLE   69,300 0 0
DANAHER CORP DEL COM 235851102 10,444 47,016 SH   SOLE   47,016 0 0
ECOLAB INC COM 278865100 584 2,700 SH   SOLE   2,700 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,153 23,600 SH   SOLE   23,600 0 0
EPAM SYS INC COM 29414B104 12,255 34,200 SH   SOLE   34,200 0 0
FASTENAL CO COM 311900104 991 20,300 SH   SOLE   20,300 0 0
FISERV INC COM 337738108 235 2,063 SH   SOLE   2,063 0 0
GENERAL MILLS INC COM 370334104 2,187 37,193 SH   SOLE   37,193 0 0
GILEAD SCIENCES INC COM 375558103 578 9,915 SH   SOLE   9,915 0 0
HOLOGIC INC COM 436440101 8,026 110,200 SH   SOLE   110,200 0 0
HOME DEPOT INC COM 437076102 782 2,944 SH   SOLE   2,944 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,427 7,000 SH   SOLE   7,000 0 0
ILLUMINA INC COM 452327109 3,437 9,288 SH   SOLE   9,288 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 948 14,608 SH   SOLE   14,608 0 0
JP MORGAN CHASE & CO COM 46625H100 2,186 17,200 SH   SOLE   17,200 0 0
JOHNSON & JOHNSON COM 478160104 326 2,074 SH   SOLE   2,074 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 15,779 77,300 SH   SOLE   77,300 0 0
LILLY ELI & CO COM 532457108 1,113 6,594 SH   SOLE   6,594 0 0
LINDE PLC COM G5494J103 316 1,200 SH   SOLE   1,200 0 0
LULULEMON ATHLETICA INC COM 550021109 7,761 22,300 SH   SOLE   22,300 0 0
MSCI INC COM 55354G100 10,583 23,700 SH   SOLE   23,700 0 0
MASCO CORP COM 574599106 1,553 28,267 SH   SOLE   28,267 0 0
MASIMO CORP COM 574795100 3,771 14,050 SH   SOLE   14,050 0 0
MASTERCARD INC CL A 57636Q104 14,285 40,020 SH   SOLE   40,020 0 0
MICROSOFT CORP COM 594918104 22,800 102,508 SH   SOLE   102,508 0 0
NETFLIX INC COM 64110L106 216 400 SH   SOLE   400 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,110 11,583 SH   SOLE   11,583 0 0
NEXTERA ENERGY COM 65339F101 370 4,800 SH   SOLE   4,800 0 0
NIKE INC CL B NEW 654106103 24,701 174,600 SH   SOLE   174,600 0 0
NVIDIA CORPORATION COM 67066G104 4,804 9,200 SH   SOLE   9,200 0 0
ORACLE CORP COM 68389X105 201 3,100 SH   SOLE   3,100 0 0
PPG INDS INC COM 693506107 17,959 124,524 SH   SOLE   124,524 0 0
PAYPAL HLDS INC COM 70450Y103 7,354 31,400 SH   SOLE   31,400 0 0
PROCTER & GAMBLE CO COM 742718109 2,496 17,937 SH   SOLE   17,937 0 0
QORVO INC COM 74736K101 629 3,783 SH   SOLE   3,783 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 557 4,800 SH   SOLE   4,800 0 0
RINGCENTRAL INC CL A 76680R206 8,565 22,600 SH   SOLE   22,600 0 0
ROYAL GOLD INC COM 780287108 277 2,600 SH   SOLE   2,600 0 0
SALESFORCE COM COM 79466L302 10,939 49,157 SH   SOLE   49,157 0 0
SANOFI SPONSORED ADR 80105N105 1,254 25,800 SH   SOLE   25,800 0 0
HENRY SCHEIN INC COM 806407102 1,032 15,430 SH   SOLE   15,430 0 0
SERVICENOW INC COM 81762P102 8,587 15,600 SH   SOLE   15,600 0 0
SHERWIN-WILLIAMS CO COM 824348106 12,339 16,790 SH   SOLE   16,790 0 0
STERICYCLE INC COM 858912108 302 4,351 SH   SOLE   4,351 0 0
STERIS PLC SHS USD G8473T100 1,024 5,400 SH   SOLE   5,400 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 14,124 380,500 SH   SOLE   380,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 22,049 47,339 SH   SOLE   47,339 0 0
TOPBUILD CORP COM 89055F103 550 2,988 SH   SOLE   2,988 0 0
UNION PAC CORP COM 907818108 492 2,364 SH   SOLE   2,364 0 0
UNITED PARCEL SERVICE INC CL B 911312106 570 3,389 SH   SOLE   3,389 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,491 9,955 SH   SOLE   9,955 0 0
VEEVA SYS INC CL A COM 922475108 9,161 33,650 SH   SOLE   33,650 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,262 72,546 SH   SOLE   72,546 0 0
VISA INC COM CL A 92826C839 18,617 85,113 SH   SOLE   85,113 0 0
WASHINGTON TRUST BANCORP INC COM 940610108 955 21,332 SH   SOLE   21,332 0 0
WORKDAY INC CL A 98138H101 8,074 33,700 SH   SOLE   33,700 0 0