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
Expires: July 31, 2015
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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,030,760 32,391 SH SOLE 32,391 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 6,578,627 22,439 SH SOLE 22,439 0 0
ALPHABET INC CAP STK CL A 02079K305 22,727,100 63,595 SH SOLE 63,595 0 0
ALPHABET INC CAP STK CL C 02079K107 457,916 1,296 SH SOLE 1,296 0 0
AMDOCS LTD SHS G02602103 1,361,937 26,948 SH SOLE 26,948 0 0
APPLE INC COM 037833100 18,324,909 63,329 SH SOLE 63,329 0 0
ARROW ELECTRS INC COM 042735100 3,896,440 18,258 SH SOLE 18,258 0 0
BROADSTONE NET LEASE INC COM 11135E203 335,061 16,210 SH SOLE 16,210 0 0
CISCO SYS INC COM 17275R102 16,111,575 137,166 SH SOLE 137,166 0 0
CORNING INC COM 219350105 4,081,396 15,979 SH SOLE 15,979 0 0
CUMMINS INC COM 231021106 19,664,646 27,572 SH SOLE 27,572 0 0
D R HORTON INC COM 23331A109 21,274,019 130,612 SH SOLE 130,612 0 0
DOVER CORP COM 260003108 6,293,253 28,060 SH SOLE 28,060 0 0
EATON CORP PLC SHS G29183103 15,559,802 36,515 SH SOLE 36,515 0 0
FISERV INC COM 337738108 11,426,394 232,954 SH SOLE 232,954 0 0
HERSHEY CO COM 427866108 6,388,006 36,409 SH SOLE 36,409 0 0
HONEYWELL AEROSPACE INC COM 43849R105 4,476,870 20,250 SH SOLE 20,250 0 0
HONEYWELL INTL INC COM 438516205 4,533,975 20,250 SH SOLE 20,250 0 0
INDEPENDENT BK CORP MASS COM 453836108 434,005 5,184 SH SOLE 5,184 0 0
INTUIT COM 461202103 1,413,390 5,415 SH SOLE 5,415 0 0
JACOBS SOLUTIONS INC COM 46982L108 9,581,127 76,041 SH SOLE 76,041 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 8,537,236 109,634 SH SOLE 109,634 0 0
MEDTRONIC PLC SHS G5960L103 5,693,536 72,779 SH SOLE 72,779 0 0
MICROSOFT CORP COM 594918104 17,459,459 46,806 SH SOLE 46,806 0 0
ORACLE CORP COM 68389X105 4,741,403 32,353 SH SOLE 32,353 0 0
PARKER-HANNIFIN CORP COM 701094104 10,956,609 11,202 SH SOLE 11,202 0 0
PAYCHEX INC COM 704326107 5,832,034 59,311 SH SOLE 59,311 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 5,381,958 7,207 SH SOLE 7,207 0 0
STRYKER CORPORATION COM 863667101 5,697,597 18,097 SH SOLE 18,097 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,996,629 9,966 SH SOLE 9,966 0 0