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 15,704 111,583 SH   SOLE   111,583 0 0
ABBVIE INC COM 00287Y109 4,768 35,216 SH   SOLE   35,216 0 0
ADOBE SYS INC COM 00724F101 14,416 25,423 SH   SOLE   25,423 0 0
ADVANCED MICRO DEVICES INC COM 007903107 18,975 131,860 SH   SOLE   131,860 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 9,260 58,000 SH   SOLE   58,000 0 0
ALPHABET INC CAP STK CL A 02079K305 27,716 9,567 SH   SOLE   9,567 0 0
AMAZONCOM INC COM 023135106 5,958 1,787 SH   SOLE   1,787 0 0
AMERICAN TOWER NEW COM 03027X100 4,213 14,404 SH   SOLE   14,404 0 0
AMERICAN WTR WKS CO COM 030420103 1,501 7,950 SH   SOLE   7,950 0 0
ANALOG DEVICES INC COM 032654105 8,314 47,300 SH   SOLE   47,300 0 0
APPLE INC COM 037833100 46,000 259,053 SH   SOLE   259,053 0 0
ARISTA NETWORKS IN COM 040413106 5,372 37,368 SH   SOLE   37,368 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 4,140 5,200 SH   SOLE   5,200 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 976 16,763 SH   SOLE   16,763 0 0
ATMOS ENERGY CORP COM 049560105 843 8,050 SH   SOLE   8,050 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 896 3,634 SH   SOLE   3,634 0 0
AVANTOR INC COM 05352A100 5,748 136,400 SH   SOLE   136,400 0 0
AVERY DENNISON CORP COM 053611109 13,601 62,800 SH   SOLE   62,800 0 0
BCE INC COM NEW 05534B760 2,248 43,200 SH   SOLE   43,200 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,852 36,293 SH   SOLE   36,293 0 0
BLACKROCK INC COM 09247X101 22,569 24,650 SH   SOLE   24,650 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,481 23,750 SH   SOLE   23,750 0 0
BROADCOM INC COM 11135F101 24,500 36,820 SH   SOLE   36,820 0 0
CF INDS HLDGS INC COM 125269100 4,778 67,500 SH   SOLE   67,500 0 0
CIGNA CORP NEW COM 125523100 634 2,759 SH   SOLE   2,759 0 0
CSX CORP COM 126408103 11,682 310,700 SH   SOLE   310,700 0 0
CANADIAN PAC RY LTD COM 13645T100 2,966 41,228 SH   SOLE   41,228 0 0
CHURCH & DWIGHT INC COM 171340102 3,804 37,113 SH   SOLE   37,113 0 0
CLOROX CO DEL COM 189054109 369 2,116 SH   SOLE   2,116 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 223 2,508 SH   SOLE   2,508 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 9,383 44,950 SH   SOLE   44,950 0 0
DANAHER CORP DEL COM 235851102 27,955 84,966 SH   SOLE   84,966 0 0
DISCOVER FINL SVCS COM 254709108 7,627 66,000 SH   SOLE   66,000 0 0
E L F BEAUTY INC COM 26856L103 3,580 107,800 SH   SOLE   107,800 0 0
ECOLAB INC COM 278865100 622 2,650 SH   SOLE   2,650 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 13,039 100,650 SH   SOLE   100,650 0 0
EPAM SYS INC COM 29414B104 16,310 24,400 SH   SOLE   24,400 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 19,412 94,000 SH   SOLE   94,000 0 0
FISERV INC COM 337738108 214 2,063 SH   SOLE   2,063 0 0
GENERAL MILLS INC COM 370334104 2,250 33,393 SH   SOLE   33,393 0 0
GILEAD SCIENCES INC COM 375558103 717 9,881 SH   SOLE   9,881 0 0
HOLOGIC INC COM 436440101 413 5,400 SH   SOLE   5,400 0 0
HOME DEPOT INC COM 437076102 1,255 3,024 SH   SOLE   3,024 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,752 7,100 SH   SOLE   7,100 0 0
ILLUMINA INC COM 452327109 3,327 8,746 SH   SOLE   8,746 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 969 14,463 SH   SOLE   14,463 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 11,012 30,650 SH   SOLE   30,650 0 0
JP MORGAN CHASE & CO COM 46625H100 1,853 11,700 SH   SOLE   11,700 0 0
JACOBS ENGR GROUP INC COM 469814107 9,969 71,600 SH   SOLE   71,600 0 0
JOHNSON & JOHNSON COM 478160104 1,989 11,629 SH   SOLE   11,629 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,071 29,400 SH   SOLE   29,400 0 0
LAUDER ESTEE COS INC COM 518439104 18,177 49,100 SH   SOLE   49,100 0 0
LILLY ELI & CO COM 532457108 1,904 6,894 SH   SOLE   6,894 0 0
LINDE PLC COM G5494J103 19,019 54,900 SH   SOLE   54,900 0 0
LOUISIANA PAC CORP COM 546347105 4,231 54,000 SH   SOLE   54,000 0 0
MASCO CORP COM 574599106 1,955 27,834 SH   SOLE   27,834 0 0
MASIMO CORP COM 574795100 3,909 13,352 SH   SOLE   13,352 0 0
MASTERCARD INC CL A 57636Q104 6,369 17,724 SH   SOLE   17,724 0 0
MICROSOFT CORP COM 594918104 40,493 120,400 SH   SOLE   120,400 0 0
NETFLIX INC COM 64110L106 241 400 SH   SOLE   400 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 918 10,783 SH   SOLE   10,783 0 0
NEXTERA ENERGY COM 65339F101 448 4,800 SH   SOLE   4,800 0 0
NIKE INC COM 654106103 11,154 66,925 SH   SOLE   66,925 0 0
NUCOR CORP COM 670346105 5,091 44,600 SH   SOLE   44,600 0 0
NVIDIA CORPORATION COM 67066G104 13,882 47,200 SH   SOLE   47,200 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 15,267 42,600 SH   SOLE   42,600 0 0
ON SEMICONDUCTOR CORP COM 682189105 10,392 153,000 SH   SOLE   153,000 0 0
ORACLE CORP COM 68389X105 5,358 61,433 SH   SOLE   61,433 0 0
PEPSICO INC COM 713448108 309 1,776 SH   SOLE   1,776 0 0
PFIZER INC COM 717081103 15,926 269,707 SH   SOLE   269,707 0 0
PROCTER & GAMBLE CO COM 742718109 2,771 16,937 SH   SOLE   16,937 0 0
QORVO INC COM 74736K101 576 3,683 SH   SOLE   3,683 0 0
REGENERON PHARMACEUTICALS COM 75886F107 7,951 12,590 SH   SOLE   12,590 0 0
REINSURANCE GRP OFAMERICA I COM NEW 759351604 522 4,766 SH   SOLE   4,766 0 0
ROYAL GOLD INC COM 780287108 200 1,900 SH   SOLE   1,900 0 0
SALESFORCE COM COM 79466L302 7,715 30,357 SH   SOLE   30,357 0 0
HENRY SCHEIN INC COM 806407102 1,196 15,430 SH   SOLE   15,430 0 0
SHERWIN WILLIAMS CO COM 824348106 1,004 2,850 SH   SOLE   2,850 0 0
STERICYCLE INC COM 858912108 255 4,284 SH   SOLE   4,284 0 0
STERIS PLC SHS USD G8473T100 1,254 5,150 SH   SOLE   5,150 0 0
STRYKER CORPORATION COM 863667101 1,690 6,318 SH   SOLE   6,318 0 0
SYNCHRONY FINANCIAL COM 87165B103 7,789 167,900 SH   SOLE   167,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,936 32,875 SH   SOLE   32,875 0 0
TOPBUILD CORP COM 89055F103 759 2,752 SH   SOLE   2,752 0 0
UNION PAC CORP COM 907818108 646 2,564 SH   SOLE   2,564 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,180 5,504 SH   SOLE   5,504 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,923 9,805 SH   SOLE   9,805 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,179 22,681 SH   SOLE   22,681 0 0
VISA INC COM CL A 92826C839 6,007 27,720 SH   SOLE   27,720 0 0
WASHINGTON TRUST BANCORP INC COM 940610108 1,064 18,872 SH   SOLE   18,872 0 0
ZOETIS INC CL A 98978V103 14,526 59,525 SH   SOLE   59,525 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 423 2,300 SH   SOLE   2,300 0 0
ZSCALER INC COM 98980G102 13,657 42,500 SH   SOLE   42,500 0 0