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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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
CHUBB LTD COMMON STOCK H1467J104 16,700 108,500 SH   OTR 2,811,304 0 108,500 0
CHUBB LTD COMMON STOCK H1467J104 2,386 15,500 SH   OTR 2,814,472 0 15,500 0
COUPA SOFTWARE I COMMON STOCK 22266L106 17,793 52,500 SH   OTR 2,811,304 0 52,500 0
COUPA SOFTWARE I COMMON STOCK 22266L106 2,542 7,500 SH   OTR 2,814,472 0 7,500 0
CUMMINS INC COMMON STOCK 231021106 19,871 87,500 SH   OTR 2,811,304 0 87,500 0
CUMMINS INC COMMON STOCK 231021106 2,839 12,500 SH   OTR 2,814,472 0 12,500 0
CUMMINS INC COMMON STOCK 231021106 174 766 SH   SOLE 0 766 0 0
DTE ENERGY CO COMMON STOCK 233331107 12,429 102,375 SH   OTR 2,811,304 0 102,375 0
DTE ENERGY CO COMMON STOCK 233331107 1,776 14,625 SH   OTR 2,814,472 0 14,625 0
GENERAL ELECTRIC COMMON STOCK 369604301 2,700 250,000 SH   OTR 2,814,472 0 250,000 0
GENERAL ELECTRIC COMMON STOCK 369604301 25,982 2,405,703 SH   OTR 2,811,304 0 2,405,703 0
GENERAL ELECTRIC COMMON STOCK 369604301 3,416 316,244 SH   SOLE 0 316,244 0 0
ILLUMINA INC COMMON STOCK 452327109 36,908 99,750 SH   OTR 2,811,304 0 99,750 0
ILLUMINA INC COMMON STOCK 452327109 5,273 14,250 SH   OTR 2,814,472 0 14,250 0
INTEL CORP COMMON STOCK 458140100 7,473 150,000 SH   OTR 2,814,472 0 150,000 0
INTEL CORP COMMON STOCK 458140100 52,311 1,050,000 SH   OTR 2,811,304 0 1,050,000 0
INTUITIVE SURGIC COMMON STOCK 46120E602 23,623 28,875 SH   OTR 2,811,304 0 28,875 0
INTUITIVE SURGIC COMMON STOCK 46120E602 3,375 4,125 SH   OTR 2,814,472 0 4,125 0
PUB SERV ENTERP COMMON STOCK 744573106 14,743 252,875 SH   OTR 2,811,304 0 252,875 0
PUB SERV ENTERP COMMON STOCK 744573106 2,106 36,125 SH   OTR 2,814,472 0 36,125 0
SKYWORKS SOLUTIO COMMON STOCK 83088M102 19,433 127,108 SH   OTR 2,811,304 0 127,108 0
SKYWORKS SOLUTIO COMMON STOCK 83088M102 2,771 18,125 SH   OTR 2,814,472 0 18,125 0