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
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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
ALASKA AIR GROUP INC COM 011659109 1,988 24,240 SH   SOLE   24,240 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,530 37,300 SH   SOLE   37,300 0 0
BANK AMER CORP COM 060505104 1,217 90,000 SH   SOLE   90,000 0 0
CHEESECAKE FACTORY INC COM 163072101 6,791 127,920 SH   SOLE   127,920 0 0
CATERPILLAR INC DEL COM 149123101 1,829 23,900 SH   SOLE   23,900 0 0
CARNIVAL CORP PAIRED CTF 143658300 12,356 234,152 SH   SOLE   234,152 0 0
COLGATE PALMOLIVE CO COM 194162103 2,437 34,500 SH   SOLE   34,500 0 0
CUMMINS INC COM 231021106 1,825 16,600 SH   SOLE   16,600 0 0
DEERE & CO COM 244199105 1,725 22,400 SH   SOLE   22,400 0 0
LAUDER ESTEE COS INC CL A 518439104 3,476 36,855 SH   SOLE   36,855 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,934 28,150 SH   SOLE   28,150 0 0
FACEBOOK INC CL A 30303M102 9,195 80,590 SH   SOLE   80,590 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 11,595 206,910 SH   SOLE   206,910 0 0
GENERAL ELECTRIC CO COM 369604103 1,822 57,300 SH   SOLE   57,300 0 0
ALPHABET INC CAP STK CL A 02079K305 5,595 7,334 SH   SOLE   7,334 0 0
ALPHABET INC CAP STK CL C 02079K107 5,673 7,615 SH   SOLE   7,615 0 0
HOME DEPOT INC COM 437076102 14,026 105,121 SH   SOLE   105,121 0 0
JPMORGAN CHASE & CO COM 46625H100 7,838 132,349 SH   SOLE   132,349 0 0
LOWES COS INC COM 548661107 2,023 26,710 SH   SOLE   26,710 0 0
MASTERCARD INC CL A 57636Q104 5,558 58,810 SH   SOLE   58,810 0 0
MONSANTO CO NEW COM 61166W101 4,361 49,704 SH   SOLE   49,704 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,099 191,200 SH   SOLE   191,200 0 0
PROCTER & GAMBLE CO COM 742718109 4,427 53,780 SH   SOLE   53,780 0 0
SHERWIN WILLIAMS CO COM 824348106 3,048 10,708 SH   SOLE   10,708 0 0
STARBUCKS CORP COM 855244109 2,787 46,680 SH   SOLE   46,680 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 2,683 212,931 SH   SOLE   212,931 0 0
UNITED CONTL HLDGS INC COM 910047109 11,298 188,747 SH   SOLE   188,747 0 0
US BANCORP DEL COM NEW 902973304 3,501 86,265 SH   SOLE   86,265 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,096 36,750 SH   SOLE   36,750 0 0
WELLS FARGO & CO NEW COM 949746101 1,107 22,900 SH   SOLE   22,900 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 4,885 41,170 SH   SOLE   41,170 0 0
WYNN RESORTS LTD COM 983134107 7,728 82,710 SH   SOLE   82,710 0 0