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 6,815 201,399 SH   SOLE   0 0 201,399
AETNA INC NEW COM 00817Y108 2,510 22,345 SH   SOLE   0 0 22,345
ALKERMES PLC SHS G01767105 451 13,182 SH   SOLE   0 0 13,182
ALLERGAN PLC SHS G0177J108 3,404 12,700 SH   SOLE   0 0 12,700
ALPHABET INC COM 02079K107 2,354 3,160 SH   SOLE   0 0 3,160
ALPHABET INC CAP STK CL A 02079K305 7,548 9,894 SH   SOLE   0 0 9,894
ALTRIA GROUP INC COM 02209S103 1,225 19,544 SH   SOLE   0 0 19,544
AMAZON COM INC COM 023135106 7,706 12,981 SH   SOLE   0 0 12,981
AMERICAN WTR WKS CO INC NEW COM 030420103 959 13,913 SH   SOLE   0 0 13,913
AMGEN INC COM 031162100 786 5,242 SH   SOLE   0 0 5,242
AMN HEALTHCARE SERVICES INC COM 001744101 2,067 61,500 SH   SOLE   0 0 61,500
AMTRUST FINL SERVICES INC COM 032359309 391 15,106 SH   SOLE   0 0 15,106
ANGLOGOLD LTD COM 035128206 2,568 187,600 SH   SOLE   0 0 187,600
APPLE INC COM 037833100 9,292 85,252 SH   SOLE   0 0 85,252
AT&T INC COM 00206R102 3,192 81,500 SH   SOLE   0 0 81,500
BANK OF THE OZARKS INC COM 063904106 1,181 28,128 SH   SOLE   0 0 28,128
BAXTER INTL INC COM 071813109 1,117 27,200 SH   SOLE   0 0 27,200
BIG LOTS INC COM 089302103 292 6,443 SH   SOLE   0 0 6,443
BROADCOM LTD COM Y09827109 2,151 13,924 SH   SOLE   0 0 13,924
BROCADE COM 111621306 745 70,400 SH   SOLE   0 0 70,400
CAMPBELL SOUP CO COM 134429109 2,660 41,700 SH   SOLE   0 0 41,700
CARRIZO OIL & GAS INC COM 144577103 1,701 55,000 SH   SOLE   0 0 55,000
CELANESE CORP DEL COM SER A 150870103 1,821 27,800 SH   SOLE   0 0 27,800
CELGENE CORP COM 151020104 2,694 26,920 SH   SOLE   0 0 26,920
CENTURYLINK INC COM 156700106 2,646 82,800 SH   SOLE   0 0 82,800
CIGNA CORPORATION COM 125509109 494 3,596 SH   SOLE   0 0 3,596
CIRRUS LOGIC INC COM 172755100 1,577 43,300 SH   SOLE   0 0 43,300
CLOROX CO COM 189054109 2,647 21,000 SH   SOLE   0 0 21,000
CONSTELLATION BRANDS INC CL A 21036P108 7,876 52,129 SH   SOLE   0 0 52,129
CTRIP COM INTL LTD ADR 22943F100 3,178 71,800 SH   SOLE   0 0 71,800
DELTA AIR LINES INC DEL COM NEW 247361702 3,855 79,193 SH   SOLE   0 0 79,193
DIAMOND RESORTS INTL INC COM 25272T104 2,532 104,200 SH   SOLE   0 0 104,200
DISNEY WALT CO COM DISNEY 254687106 4,077 41,054 SH   SOLE   0 0 41,054
DR PEPPER SNAPPLE GROUP INC COM 26138E109 625 6,995 SH   SOLE   0 0 6,995
EASTMAN CHEM CO COM 277432100 1,351 18,700 SH   SOLE   0 0 18,700
ELECTRONIC ARTS INC COM 285512109 549 8,300 SH   SOLE   0 0 8,300
EMCOR GROUP INC COM 29084Q100 346 7,114 SH   SOLE   0 0 7,114
EOG RES INC COM 26875P101 713 9,822 SH   SOLE   0 0 9,822
EQUIFAX INC COM 294429105 2,423 21,200 SH   SOLE   0 0 21,200
EQUINIX INC COM PAR $0.001 29444U700 2,496 7,548 SH   SOLE   0 0 7,548
EXPEDIA INC DEL COM NEW 30212P303 639 5,925 SH   SOLE   0 0 5,925
EXTRA SPACE STORAGE INC COM 30225T102 2,495 26,700 SH   SOLE   0 0 26,700
FACEBOOK INC CL A 30303M102 7,586 66,485 SH   SOLE   0 0 66,485
FISERV INC COM COM 337738108 2,421 23,600 SH   SOLE   0 0 23,600
FLAGSTAR BANCORP INC COM PAR .001 337930705 962 44,814 SH   SOLE   0 0 44,814
FLEETCOR TECHNOLOGIES INC COM 339041105 786 5,283 SH   SOLE   0 0 5,283
GILEAD SCIENCES INC COM 375558103 5,340 58,128 SH   SOLE   0 0 58,128
GOODYEAR TIRE & RUBR CO COM 382550101 2,652 80,400 SH   SOLE   0 0 80,400
HCA HOLDINGS INC COM 40412C101 2,650 33,947 SH   SOLE   0 0 33,947
HILL ROM HLDGS INC COM 431475102 2,253 44,800 SH   SOLE   0 0 44,800
HOME DEPOT INC COM 437076102 5,698 42,704 SH   SOLE   0 0 42,704
HORMEL FOODS CORP COM 440452100 2,607 60,300 SH   SOLE   0 0 60,300
INGREDION INC COM 457187102 2,670 25,000 SH   SOLE   0 0 25,000
IRON MTN INC NEW COM 46284V101 974 28,710 SH   SOLE   0 0 28,710
JETBLUE AIRWAYS CORP COM 477143101 3,114 147,430 SH   SOLE   0 0 147,430
JUNIPER NETWORKS INC COM 48203R104 912 35,763 SH   SOLE   0 0 35,763
LABORATORY CORP AMER HLDGS COM NEW 50540R409 713 6,088 SH   SOLE   0 0 6,088
LAMAR ADVER CO NEW CL A 512816109 1,230 20,000 SH   SOLE   0 0 20,000
LEAR CORP COM NEW 521865204 620 5,577 SH   SOLE   0 0 5,577
LITHIA MTRS INC CL A 536797103 694 7,947 SH   SOLE   0 0 7,947
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 479 5,602 SH   SOLE   0 0 5,602
MARATHON PETE CORP COM 56585A102 354 9,521 SH   SOLE   0 0 9,521
MAXLINEAR INC CL A 57776J100 2,864 154,800 SH   SOLE   0 0 154,800
MICROSOFT CORP COM 594918104 1,541 27,900 SH   SOLE   0 0 27,900
MICROSTRATEGY INC CL A NEW 594972408 647 3,598 SH   SOLE   0 0 3,598
MONSTER BEVERAGE CORP NEW COM 61174X109 845 6,332 SH   SOLE   0 0 6,332
MOTOROLA SOLUTIONS INC COM NEW 620076307 818 10,800 SH   SOLE   0 0 10,800
MULTI COLOR CORP COM 625383104 280 5,251 SH   SOLE   0 0 5,251
NETEASE INC SPONSORED ADR 64110W102 2,584 18,000 SH   SOLE   0 0 18,000
NETFLIX INC COM 64110L106 2,349 22,973 SH   SOLE   0 0 22,973
NIKE INC CL B 654106103 3,123 50,800 SH   SOLE   0 0 50,800
NIPPON TELEG & TEL CORP SPONSORED ADR 654624105 328 7,587 SH   SOLE   0 0 7,587
NORTHROP GRUMMAN CORP COM 666807102 4,577 23,128 SH   SOLE   0 0 23,128
O REILLY AUTOMOTIVE INC NEW COM 67103H107 5,528 20,200 SH   SOLE   0 0 20,200
PRICELINE GRP INC COM NEW 741503403 739 573 SH   SOLE   0 0 573
PULTE GROUP INC COM 745867101 408 21,800 SH   SOLE   0 0 21,800
REGENERON PHARMACEUTICALS COM 75886F107 949 2,633 SH   SOLE   0 0 2,633
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 690 8,398 SH   SOLE   0 0 8,398
SALESFORCE COM INC COM 79466L302 1,310 17,744 SH   SOLE   0 0 17,744
SKYWORKS SOLUTIONS INC COM 83088M102 4,016 51,551 SH   SOLE   0 0 51,551
STAMPS COM INC COM NEW 852857200 2,700 25,400 SH   SOLE   0 0 25,400
STARBUCKS CORP COM 855244109 2,555 42,792 SH   SOLE   0 0 42,792
STRYKER CORP COM 863667101 4,613 43,000 SH   SOLE   0 0 43,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,746 104,800 SH   SOLE   0 0 104,800
TARGET CORP COM 87612E106 574 6,981 SH   SOLE   0 0 6,981
TERADYNE INC COM 880770102 721 33,400 SH   SOLE   0 0 33,400
TESSERA TECHNOLOGIES INC COM 88164L100 382 12,309 SH   SOLE   0 0 12,309
TRINITY INDS INC COM 896522109 278 15,179 SH   SOLE   0 0 15,179
TYSON FOODS INC CL A 902494103 2,620 39,300 SH   SOLE   0 0 39,300
UNITED CONTL HLDGS INC COM 910047109 2,735 45,698 SH   SOLE   0 0 45,698
UNITEDHEALTH GROUP INC COM 91324P102 3,537 27,436 SH   SOLE   0 0 27,436
VALERO ENERGY CORP NEW COM 91913Y100 3,472 54,134 SH   SOLE   0 0 54,134
VERISIGN INC COM 92343E102 350 3,953 SH   SOLE   0 0 3,953
WHITEWAVE FOODS CO COM 966244105 627 15,423 SH   SOLE   0 0 15,423