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
ACTIVISON BLIZZARD INC COM 00507V109 4,334 179,018 SH   SOLE   0 0 179,018
AECOM COM 00766T100 4,109 124,200 SH   SOLE   0 0 124,200
AETNA INC NEW COM 00817Y108 2,848 22,347 SH   SOLE   0 0 22,347
AFFILIATED MANAGERS GROUP COM 008252108 1,203 5,504 SH   SOLE   0 0 5,504
ALKERMES PLC SHS G01767105 921 14,318 SH   SOLE   0 0 14,318
ALLERGAN PLC SHS G0177J108 3,854 12,700 SH   SOLE   0 0 12,700
ALTRIA GROUP INC COM 02209S103 950 19,428 SH   SOLE   0 0 19,428
AMC NETWORKS INC CL A 00164V103 4,332 52,928 SH   SOLE   0 0 52,928
AMERICAN WTR WKS CO INC NEW COM 030420103 677 13,918 SH   SOLE   0 0 13,918
AMGEN INC COM 031162100 800 5,213 SH   SOLE   0 0 5,213
APPLE INC COM 037833100 10,676 85,115 SH   SOLE   0 0 85,115
AVAGO TECHNOLOGIES LTD SHS Y0486S104 943 7,096 SH   SOLE   0 0 7,096
BANK OF THE OZARKS INC COM 063904106 1,264 27,620 SH   SOLE   0 0 27,620
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,434 7 SH   SOLE   0 0 7
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,062 7,805 SH   SOLE   0 0 7,805
BIOGEN INC COM 09062X103 2,189 5,419 SH   SOLE   0 0 5,419
BOEING CO COM 097023105 406 2,928 SH   SOLE   0 0 2,928
CARRIZO OIL & GAS INC COM 144577103 2,708 55,000 SH   SOLE   0 0 55,000
CELANESE CORP DEL COM SER A 150870103 4,176 58,100 SH   SOLE   0 0 58,100
CELGENE CORP COM 151020104 4,227 36,520 SH   SOLE   0 0 36,520
CIGNA CORPORATION COM 125509109 587 3,624 SH   SOLE   0 0 3,624
CIRRUS LOGIC INC COM 172755100 1,473 43,300 SH   SOLE   0 0 43,300
CISCO SYS INC COM 17275R102 804 29,293 SH   SOLE   0 0 29,293
COMCAST CORP NEW CL A SPL 20030N200 4,202 70,100 SH   SOLE   0 0 70,100
CONSTELLATION BRANDS INC CL A 21036P108 6,044 52,092 SH   SOLE   0 0 52,092
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,733 51,400 SH   SOLE   0 0 51,400
CVS HEALTH CORP COM 126650100 4,237 40,400 SH   SOLE   0 0 40,400
DELTA AIR LINES INC DEL COM NEW 247361702 4,679 113,908 SH   SOLE   0 0 113,908
DIAMOND RESORTS INTL INC COM 25272T104 3,288 104,200 SH   SOLE   0 0 104,200
DISNEY WALT CO COM DISNEY 254687106 4,676 40,966 SH   SOLE   0 0 40,966
DR PEPPER SNAPPLE GROUP INC COM 26138E109 510 6,998 SH   SOLE   0 0 6,998
DST SYS INC DEL COM 233326107 4,208 33,400 SH   SOLE   0 0 33,400
EASTMAN CHEM CO COM 277432100 1,530 18,700 SH   SOLE   0 0 18,700
ELECTRONIC ARTS INC COM 285512109 552 8,300 SH   SOLE   0 0 8,300
EOG RES INC COM 26875P101 2,787 31,833 SH   SOLE   0 0 31,833
EXPEDIA INC DEL COM NEW 30212P303 657 6,007 SH   SOLE   0 0 6,007
FACEBOOK INC CL A 30303M102 4,373 50,984 SH   SOLE   0 0 50,984
FLEETCOR TECHNOLOGIES INC COM 339041105 4,626 29,641 SH   SOLE   0 0 29,641
GILEAD SCIENCES INC COM 375558103 6,795 58,041 SH   SOLE   0 0 58,041
GLOBAL PMTS INC COM 37940X102 4,035 39,000 SH   SOLE   0 0 39,000
HANESBRANDS INC COM 410345102 3,955 118,695 SH   SOLE   0 0 118,695
HCA HOLDINGS INC COM 40412C101 6,364 70,147 SH   SOLE   0 0 70,147
HD SUPPLY HLDGS INC COM 40416M105 3,866 109,900 SH   SOLE   0 0 109,900
HELEN OF TROY CORP LTD COM G4388N106 4,192 43,000 SH   SOLE   0 0 43,000
HILL ROM HLDGS INC COM 431475102 1,521 28,000 SH   SOLE   0 0 28,000
HUANENG PWR INTL INC SPON ADR H SHS 443304100 1,949 36,928 SH   SOLE   0 0 36,928
IMS HEALTH HLDGS INC COM 44970B109 2,489 81,200 SH   SOLE   0 0 81,200
JETBLUE AIRWAYS CORP COM 477143101 382 18,388 SH   SOLE   0 0 18,388
JUNIPER NETWORKS INC COM 48203R104 927 35,691 SH   SOLE   0 0 35,691
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,888 40,322 SH   SOLE   0 0 40,322
LEAR CORP COM NEW 521865204 621 5,536 SH   SOLE   0 0 5,536
LENOVO GRP LTD ADR 526250105 1,140 41,151 SH   SOLE   0 0 41,151
LITHIA MTRS INC CL A 536797103 900 7,951 SH   SOLE   0 0 7,951
MARATHON PETE CORP COM 56585A102 3,262 62,366 SH   SOLE   0 0 62,366
MCKESSON CORP COM 58155Q103 401 1,782 SH   SOLE   0 0 1,782
MEDTRONIC PLC SHS G5960L103 732 9,877 SH   SOLE   0 0 9,877
MICROSTRATEGY INC CL A NEW 594972408 607 3,569 SH   SOLE   0 0 3,569
MKS INSTRUMENT INC COM 55306N104 816 21,500 SH   SOLE   0 0 21,500
MONSTER BEVERAGE CORP NEW COM 61174X109 840 6,265 SH   SOLE   0 0 6,265
MOSAIC CO NEW COM 61945C103 738 15,754 SH   SOLE   0 0 15,754
NEWMONT MINING CORP COM 651639106 4,792 205,119 SH   SOLE   0 0 205,119
NIKE INC CL B 654106103 5,045 46,700 SH   SOLE   0 0 46,700
NORTHROP GRUMMAN CORP COM 666807102 3,570 22,504 SH   SOLE   0 0 22,504
NUANCE COMMUNICATIONS INC COM 67020Y100 4,023 229,726 SH   SOLE   0 0 229,726
O REILLY AUTOMOTIVE INC NEW COM 67103H107 4,565 20,200 SH   SOLE   0 0 20,200
PRICELINE GRP INC COM NEW 741503403 648 563 SH   SOLE   0 0 563
QORVO INC COM 74736K101 7,258 90,420 SH   SOLE   0 0 90,420
REGENERON PHARMACEUTICALS COM 75886F107 1,374 2,694 SH   SOLE   0 0 2,694
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 658 8,360 SH   SOLE   0 0 8,360
SALESFORCE COM INC COM 79466L302 211 3,033 SH   SOLE   0 0 3,033
SKYWORKS SOLUTIONS INC COM 83088M102 8,834 84,859 SH   SOLE   0 0 84,859
SNAP ON INC COM 833034101 2,596 16,300 SH   SOLE   0 0 16,300
STARBUCKS CORP COM 855244109 689 12,844 SH   SOLE   0 0 12,844
STRYKER CORP COM 863667101 4,110 43,000 SH   SOLE   0 0 43,000
SUPER MICRO COMPUTER INC COM 86800U104 383 12,955 SH   SOLE   0 0 12,955
TARGET CORP COM 87612E106 568 6,955 SH   SOLE   0 0 6,955
TATA MTRS LTD SPONSORED ADR 876568502 284 8,244 SH   SOLE   0 0 8,244
TESSERA TECHNOLOGIES INC COM 88164L100 465 12,249 SH   SOLE   0 0 12,249
TRINITY INDS INC COM 896522109 406 15,365 SH   SOLE   0 0 15,365
UNION PAC CORP COM 907818108 313 3,279 SH   SOLE   0 0 3,279
UNITED CONTL HLDGS INC COM 910047109 4,034 76,102 SH   SOLE   0 0 76,102
VALERO ENERGY CORP NEW COM 91913Y100 3,387 54,108 SH   SOLE   0 0 54,108
VERISIGN INC COM 92343E102 244 3,955 SH   SOLE   0 0 3,955
WHITEWAVE FOODS CO COM 966244105 754 15,432 SH   SOLE   0 0 15,432
WYNDHAM WORDLWIDE CORP COM 98310W108 781 9,531 SH   SOLE   0 0 9,531