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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Ares Capital Corp COM 04010L103   964,563 52,223 SH   SOLE   52,223 0 0
AT&T Inc COM 00206R102   3,523,141 191,371 SH   SOLE   191,371 0 0
Broadridge Financial Solutions COM 11133T103   2,503,364 18,664 SH   SOLE   18,664 0 0
Caterpillar Inc COM 149123101   862,416 3,600 SH   SOLE   3,600 0 0
Church & Dwight Inc COM 171340102   2,795,088 34,674 SH   SOLE   34,674 0 0
Discovery Inc Ser A COM 934423104   423,491 44,672 SH   SOLE   44,672 0 0
Gartner Inc COM 366651107   6,891,206 20,501 SH   SOLE   20,501 0 0
General Electric Co New COM 369604301   2,527,442 30,164 SH   SOLE   30,164 0 0
Goldman Sachs BDC Inc COM 38147U107   5,744,495 418,695 SH   SOLE   418,695 0 0
Golub Cap BDC Inc COM 38173M102   952,303 72,363 SH   SOLE   72,363 0 0
iShares TR Rus Mid Cap ETF COM 464287499   1,072,006 15,893 SH   SOLE   15,893 0 0
Keysight Technologies Inc COM 49338L103   2,520,716 14,735 SH   SOLE   14,735 0 0
MSC Industrial Direct Inc COM 553530106   2,248,099 27,517 SH   SOLE   27,517 0 0
MSCI EAFE IShares ETF COM 464287465   818,994 12,477 SH   SOLE   12,477 0 0
New Mountain Finance Corp Com COM 647551100   1,002,928 81,077 SH   SOLE   81,077 0 0
Nordson Corp COM 655663102   2,462,387 10,358 SH   SOLE   10,358 0 0
Russell 2000 Ishares ETF COM 464287655   399,947 2,294 SH   SOLE   2,294 0 0
S&P 500 INDEX Ishares ETF COM 464287200   2,457,556 6,396 SH   SOLE   6,396 0 0
Siteone Landscape Supply Inc COM 82982L103   1,832,186 15,617 SH   SOLE   15,617 0 0
Sixth Street Specialty Lending COM 83012A109   946,083 53,151 SH   SOLE   53,151 0 0
Stanley Black & Decker Inc COM 854502101   1,008,075 13,420 SH   SOLE   13,420 0 0
Union Pacific Corp COM 907818108   30,005,120 144,903 SH   SOLE   144,903 0 0
Visa Inc COM 92826C839   6,391,349 30,763 SH   SOLE   30,763 0 0
Watsco Inc COM 942622200   9,109,658 36,526 SH   SOLE   36,526 0 0
Wells Fargo Co COM 949746101   6,941,138 168,107 SH   SOLE   168,107 0 0