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 7,792 201,303 SH   SOLE   0 0 201,303
AETNA INC NEW COM 00817Y108 2,416 22,345 SH   SOLE   0 0 22,345
ALKERMES PLC SHS G01767105 1,058 13,329 SH   SOLE   0 0 13,329
ALLERGAN PLC SHS G0177J108 3,969 12,700 SH   SOLE   0 0 12,700
ALPHABET INC CAP STK CL A 02079K305 10,083 12,960 SH   SOLE   0 0 12,960
ALTRIA GROUP INC COM 02209S103 1,130 19,416 SH   SOLE   0 0 19,416
AMAZON COM INC COM 023135106 8,766 12,970 SH   SOLE   0 0 12,970
AMERICAN WTR WKS CO INC NEW COM 030420103 831 13,909 SH   SOLE   0 0 13,909
AMGEN INC COM 031162100 846 5,210 SH   SOLE   0 0 5,210
AMN HEALTHCARE SERVICES INC COM 001744101 1,910 61,500 SH   SOLE   0 0 61,500
AMTRUST FINL SERVICES INC COM 032359309 473 7,678 SH   SOLE   0 0 7,678
APPLE INC COM 037833100 8,959 85,109 SH   SOLE   0 0 85,109
AT&T INC COM 00206R102 2,804 81,500 SH   SOLE   0 0 81,500
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,030 7,093 SH   SOLE   0 0 7,093
BANK OF THE OZARKS INC COM 063904106 1,365 27,604 SH   SOLE   0 0 27,604
BIG LOTS INC COM 089302103 252 6,528 SH   SOLE   0 0 6,528
CARNIVAL CORP PAIRED CTF 143658300 2,996 55,000 SH   SOLE   0 0 55,000
CARRIZO OIL & GAS INC COM 144577103 1,627 55,000 SH   SOLE   0 0 55,000
CDW CORP COM 12514G108 2,897 68,900 SH   SOLE   0 0 68,900
CELANESE CORP DEL COM SER A 150870103 1,872 27,800 SH   SOLE   0 0 27,800
CELGENE CORP COM 151020104 3,224 26,920 SH   SOLE   0 0 26,920
CIGNA CORPORATION COM 125509109 530 3,622 SH   SOLE   0 0 3,622
CIRRUS LOGIC INC COM 172755100 1,279 43,300 SH   SOLE   0 0 43,300
COMFORT SYS USA INC COM 199908104 2,092 73,608 SH   SOLE   0 0 73,608
CONSTELLATION BRANDS INC CL A 21036P108 7,419 52,086 SH   SOLE   0 0 52,086
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,763 102,800 SH   SOLE   0 0 102,800
DELTA AIR LINES INC DEL COM NEW 247361702 4,004 78,987 SH   SOLE   0 0 78,987
DIAMOND RESORTS INTL INC COM 25272T104 2,658 104,200 SH   SOLE   0 0 104,200
DISNEY WALT CO COM DISNEY 254687106 4,304 40,962 SH   SOLE   0 0 40,962
DR PEPPER SNAPPLE GROUP INC COM 26138E109 652 6,994 SH   SOLE   0 0 6,994
EASTMAN CHEM CO COM 277432100 1,262 18,700 SH   SOLE   0 0 18,700
ELECTRONIC ARTS INC COM 285512109 570 8,300 SH   SOLE   0 0 8,300
EMCOR GROUP INC COM 29084Q100 347 7,217 SH   SOLE   0 0 7,217
EOG RES INC COM 26875P101 681 9,627 SH   SOLE   0 0 9,627
EXPEDIA INC DEL COM NEW 30212P303 746 6,003 SH   SOLE   0 0 6,003
FACEBOOK INC CL A 30303M102 6,954 66,442 SH   SOLE   0 0 66,442
FLAGSTAR BANCORP INC COM PAR .001 337930705 1,028 44,499 SH   SOLE   0 0 44,499
FLEETCOR TECHNOLOGIES INC COM 339041105 4,233 29,617 SH   SOLE   0 0 29,617
GILEAD SCIENCES INC COM 375558103 5,873 58,035 SH   SOLE   0 0 58,035
GLOBAL PMTS INC COM 37940X102 5,032 78,000 SH   SOLE   0 0 78,000
HARRIS CORP DEL COM 413875105 3,085 35,500 SH   SOLE   0 0 35,500
HCA HOLDINGS INC COM 40412C101 2,296 33,947 SH   SOLE   0 0 33,947
HOME DEPOT INC COM 437076102 5,647 42,702 SH   SOLE   0 0 42,702
IPG PHOTONICS CORP COM 44980X109 1,819 20,400 SH   SOLE   0 0 20,400
IRON MTN INC NEW COM 46284V101 784 29,029 SH   SOLE   0 0 29,029
JETBLUE AIRWAYS CORP COM 477143101 3,338 147,392 SH   SOLE   0 0 147,392
JUNIPER NETWORKS INC COM 48203R104 984 35,668 SH   SOLE   0 0 35,668
KIMBERLY CLARK COM 494368103 3,259 25,600 SH   SOLE   0 0 25,600
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,985 40,318 SH   SOLE   0 0 40,318
LEAR CORP COM NEW 521865204 680 5,535 SH   SOLE   0 0 5,535
LITHIA MTRS INC CL A 536797103 848 7,947 SH   SOLE   0 0 7,947
LYONDELLBASELL INDUSTRIES N SHS -A- N53745100 487 5,602 SH   SOLE   0 0 5,602
MARATHON PETE CORP COM 56585A102 488 9,420 SH   SOLE   0 0 9,420
MATSON INC COM 57686G105 2,370 55,600 SH   SOLE   0 0 55,600
MICROSTRATEGY INC CL A NEW 594972408 640 3,567 SH   SOLE   0 0 3,567
MKS INSTRUMENT INC COM 55306N104 774 21,500 SH   SOLE   0 0 21,500
MONSTER BEVERAGE CORP NEW COM 61174X109 933 6,261 SH   SOLE   0 0 6,261
MULTI COLOR CORP COM 625383104 320 5,349 SH   SOLE   0 0 5,349
NETAPP INC COM 64110D104 2,284 86,100 SH   SOLE   0 0 86,100
NETFLIX INC COM 64110L106 2,625 22,951 SH   SOLE   0 0 22,951
NEWELL RUBBERMAID INC COM 651229106 2,323 52,700 SH   SOLE   0 0 52,700
NIKE INC CL B 654106103 3,175 50,800 SH   SOLE   0 0 50,800
NIPPON TELEG & TEL CORP SPONSORED ADR 654624105 300 7,555 SH   SOLE   0 0 7,555
NORTHROP GRUMMAN CORP COM 666807102 4,365 23,117 SH   SOLE   0 0 23,117
O REILLY AUTOMOTIVE INC NEW COM 67103H107 5,119 20,200 SH   SOLE   0 0 20,200
PRICELINE GRP INC COM NEW 741503403 718 563 SH   SOLE   0 0 563
REGENERON PHARMACEUTICALS COM 75886F107 4,344 8,002 SH   SOLE   0 0 8,002
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 846 8,355 SH   SOLE   0 0 8,355
SALESFORCE COM INC COM 79466L302 1,388 17,703 SH   SOLE   0 0 17,703
SKYWORKS SOLUTIONS INC COM 83088M102 6,519 84,851 SH   SOLE   0 0 84,851
STAMPS COM INC COM NEW 852857200 2,784 25,400 SH   SOLE   0 0 25,400
STARBUCKS CORP COM 855244109 2,566 42,738 SH   SOLE   0 0 42,738
STRYKER CORP COM 863667101 3,996 43,000 SH   SOLE   0 0 43,000
T MOBILE US INC COM 872590104 2,267 57,939 SH   SOLE   0 0 57,939
TARGET CORP COM 87612E106 505 6,950 SH   SOLE   0 0 6,950
TESSERA TECHNOLOGIES INC COM 88164L100 368 12,257 SH   SOLE   0 0 12,257
TRINITY INDS INC COM 896522109 369 15,355 SH   SOLE   0 0 15,355
UNITED CONTL HLDGS INC COM 910047109 2,618 45,687 SH   SOLE   0 0 45,687
UNITEDHEALTH GROUP INC COM 91324P102 3,227 27,434 SH   SOLE   0 0 27,434
UNIVERSAL HLTH SVCS INC CL B 913903100 2,390 20,000 SH   SOLE   0 0 20,000
VALERO ENERGY CORP NEW COM 91913Y100 3,826 54,103 SH   SOLE   0 0 54,103
VERISIGN INC COM 92343E102 345 3,953 SH   SOLE   0 0 3,953
WASTE MGMT INC DEL COM 94106L109 2,156 40,400 SH   SOLE   0 0 40,400
WHITEWAVE FOODS CO COM 966244105 600 15,423 SH   SOLE   0 0 15,423