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 6,219 201,316 SH   SOLE   0 0 201,316
AETNA INC NEW COM 00817Y108 2,445 22,347 SH   SOLE   0 0 22,347
ALKERMES PLC SHS G01767105 783 13,338 SH   SOLE   0 0 13,338
ALLERGAN PLC SHS G0177J108 3,452 12,700 SH   SOLE   0 0 12,700
ALTRIA GROUP INC COM 02209S103 1,057 19,428 SH   SOLE   0 0 19,428
AMAZON COM INC COM 023135106 6,640 12,971 SH   SOLE   0 0 12,971
AMERICAN WTR WKS CO INC NEW COM 030420103 767 13,918 SH   SOLE   0 0 13,918
AMGEN INC COM 031162100 721 5,213 SH   SOLE   0 0 5,213
AMN HEALTHCARE SERVICES INC COM 001744101 1,846 61,500 SH   SOLE   0 0 61,500
AMTRUST FINL SVCS INC COM 032359309 484 7,682 SH   SOLE   0 0 7,682
APPLE INC COM 037833100 9,388 85,115 SH   SOLE   0 0 85,115
AT&T INC COM 00206R102 2,655 81,500 SH   SOLE   0 0 81,500
AVAGO TECHNOLOGIES LTD SHS Y0486S104 887 7,096 SH   SOLE   0 0 7,096
BANK OF THE OZARKS INC COM 063904106 1,209 27,620 SH   SOLE   0 0 27,620
BIG LOTS INC COM 089302103 337 7,032 SH   SOLE   0 0 7,032
CARNIVAL CORP PAIRED CTF 143658300 2,733 55,000 SH   SOLE   0 0 55,000
CARRIZO OIL & GAS INC COM 144577103 1,680 55,000 SH   SOLE   0 0 55,000
CDW CORP COM 12514G108 2,815 68,900 SH   SOLE   0 0 68,900
CELANESE CORP DEL COM SER A 150870103 1,645 27,800 SH   SOLE   0 0 27,800
CELGENE CORP COM 151020104 2,912 26,920 SH   SOLE   0 0 26,920
CIGNA CORPORATION COM 125509109 489 3,624 SH   SOLE   0 0 3,624
CIRRUS LOGIC INC COM 172755100 1,364 43,300 SH   SOLE   0 0 43,300
COMFORT SYS USA INC COM 199908104 2,007 73,608 SH   SOLE   0 0 73,608
CONSTELLATION BRANDS INC CL A 21036P108 6,522 52,092 SH   SOLE   0 0 52,092
CTRIP COM INTL LTD AMERICAN DEP SH 22943F100 3,247 51,400 SH   SOLE   0 0 51,400
DELTA AIR LINES INC DEL COM NEW 247361702 3,545 79,002 SH   SOLE   0 0 79,002
DIAMOND RESORTS INTL INC COM 25272T104 2,437 104,200 SH   SOLE   0 0 104,200
DISNEY WALT CO COM DISNEY 254687106 4,187 40,966 SH   SOLE   0 0 40,966
DR PEPPER SNAPPLE GROUP INC COM 26138E109 553 6,998 SH   SOLE   0 0 6,998
EASTMAN CHEM CO COM 277432100 1,210 18,700 SH   SOLE   0 0 18,700
ELECTRONIC ARTS INC COM 285512109 562 8,300 SH   SOLE   0 0 8,300
EMCOR GROUP INC COM 29084Q100 320 7,221 SH   SOLE   0 0 7,221
EOG RES INC COM 26875P101 701 9,633 SH   SOLE   0 0 9,633
EXPEDIA INC DEL COM NEW 30212P303 707 6,007 SH   SOLE   0 0 6,007
FACEBOOK INC CL A 30303M102 5,975 66,458 SH   SOLE   0 0 66,458
FLAGSTAR BANCORP INC COM PAR .001 337930705 915 44,526 SH   SOLE   0 0 44,526
FLEETCOR TECHNOLOGIES INC COM 339041105 4,076 29,620 SH   SOLE   0 0 29,620
GILEAD SCIENCES INC COM 375558103 5,699 58,041 SH   SOLE   0 0 58,041
GLOBAL PMTS INC COM 37940X102 4,474 39,000 SH   SOLE   0 0 39,000
GOOGLE INC CL A 38259P508 8,274 12,961 SH   SOLE   0 0 12,961
HARRIS CORP DEL COM 413875105 2,597 35,500 SH   SOLE   0 0 35,500
HCA HOLDINGS INC COM 40412C101 2,626 33,947 SH   SOLE   0 0 33,947
HOME DEPOT INC COM 437076102 4,932 42,705 SH   SOLE   0 0 42,705
IPG PHOTONICS CORP COM 44980X109 1,550 20,400 SH   SOLE   0 0 20,400
IRON MTN INC NEW COM 46284V101 901 29,048 SH   SOLE   0 0 29,048
JETBLUE AIRWAYS CORP COM 477143101 3,799 147,411 SH   SOLE   0 0 147,411
JUNIPER NETWORKS INC COM 48203R104 918 35,691 SH   SOLE   0 0 35,691
KIMBERLY CLARK CORP COM 494368103 2,791 25,600 SH   SOLE   0 0 25,600
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,374 40,322 SH   SOLE   0 0 40,322
LEAR CORP COM NEW 521865204 602 5,536 SH   SOLE   0 0 5,536
LITHIA MTRS INC CL A 536797103 860 7,951 SH   SOLE   0 0 7,951
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 467 5,605 SH   SOLE   0 0 5,605
MARATHON PETE CORP COM 56585A102 437 9,426 SH   SOLE   0 0 9,426
MATSON INC COM 57686G105 2,140 55,600 SH   SOLE   0 0 55,600
MICROSTRATEGY INC CL A NEW 594972408 701 3,569 SH   SOLE   0 0 3,569
MKS INSTRUMENT INC COM 55306N104 721 21,500 SH   SOLE   0 0 21,500
MONSTER BEVERAGE CORP NEW COM 61174X109 847 6,265 SH   SOLE   0 0 6,265
MULTI COLOR CORP COM 625383104 409 5,352 SH   SOLE   0 0 5,352
NETAPP INC COM 64110D104 2,549 86,100 SH   SOLE   0 0 86,100
NETFLIX INC COM 64110L106 2,370 22,953 SH   SOLE   0 0 22,953
NEWELL RUBBERMAID INC COM 651229106 2,093 52,700 SH   SOLE   0 0 52,700
NIKE INC CL B 654106103 3,123 25,400 SH   SOLE   0 0 25,400
NIPPON TELEG & TEL CORP SPONSORED ADR 654624105 267 7,559 SH   SOLE   0 0 7,559
NORTHROP GRUMMAN CORP COM 666807102 3,837 23,119 SH   SOLE   0 0 23,119
O REILLY AUTOMOTIVE INC NEW COM 67103H107 5,050 20,200 SH   SOLE   0 0 20,200
PRICELINE GRP INC COM NEW 741503403 696 563 SH   SOLE   0 0 563
REGENERON PHARMACEUTICALS COM 75886F107 3,723 8,003 SH   SOLE   0 0 8,003
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 745 8,360 SH   SOLE   0 0 8,360
SALESFORCE COM INC COM 79466L302 1,229 17,704 SH   SOLE   0 0 17,704
SKYWORKS SOLUTIONS INC COM 83088M102 7,146 84,859 SH   SOLE   0 0 84,859
STAMPS COM INC COM NEW 852857200 1,880 25,400 SH   SOLE   0 0 25,400
STARBUCKS CORP COM 855244109 2,430 42,744 SH   SOLE   0 0 42,744
STRYKER CORP COM 863667101 4,046 43,000 SH   SOLE   0 0 43,000
T MOBILE US INC COM 872590104 2,307 57,939 SH   SOLE   0 0 57,939
TARGET CORP COM 87612E106 547 6,955 SH   SOLE   0 0 6,955
TESSERA TECHNOLOGIES INC COM 88164L100 436 13,465 SH   SOLE   0 0 13,465
TRINITY INDS INC COM 896522109 348 15,365 SH   SOLE   0 0 15,365
UNITED CONTL HLDGS INC COM 910047109 2,424 45,689 SH   SOLE   0 0 45,689
UNITEDHEALTH GROUP INC COM 91324P102 3,183 27,436 SH   SOLE   0 0 27,436
UNIVL HLTH SVCS INC CL B 913903100 2,496 20,000 SH   SOLE   0 0 20,000
VALERO ENERGY CORP NEW COM 91913Y100 3,252 54,108 SH   SOLE   0 0 54,108
VERISIGN INC COM 92343E102 279 3,955 SH   SOLE   0 0 3,955
WASTE MGMT INC DEL COM 94106L109 2,012 40,400 SH   SOLE   0 0 40,400
WHITEWAVE FOODS CO COM 966244105 620 15,432 SH   SOLE   0 0 15,432