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
3M CO COM 88579Y101 4,872 20,700 SH   SOLE   20,700 0 0
ABBVIE INC COM 00287Y109 5,389 55,720 SH   SOLE   55,720 0 0
ADOBE SYSTEMS INC COM 00724F101 11,075 63,200 SH   SOLE   63,200 0 0
ALPHABET INC-CL A COM 02079K305 11,071 10,510 SH   SOLE   10,510 0 0
ALPHABET INC-CL C COM 02079K107 10,986 10,499 SH   SOLE   10,499 0 0
AMAZON.COM INC COM 023135106 14,338 12,260 SH   SOLE   12,260 0 0
AMERICAN TOWER CORP-CL A COM 03027X100 6,179 43,310 SH   SOLE   43,310 0 0
APPLE INC COM 037833100 26,190 154,758 SH   SOLE   154,758 0 0
APPLIED MATERIALS INC COM 038222105 8,272 161,820 SH   SOLE   161,820 0 0
BANK OF AMERICA CORP COM 060505104 5,554 188,130 SH   SOLE   188,130 0 0
BOEING CO COM 097023105 3,757 12,740 SH   SOLE   12,740 0 0
BORGWARNER INC COM 099724106 7,957 155,750 SH   SOLE   155,750 0 0
CABOT OIL & GAS CORP COM 127097103 9,954 348,040 SH   SOLE   348,040 0 0
CBRE GROUP INC - A COM 12504L109 7,043 162,620 SH   SOLE   162,620 0 0
COCA-COLA CO/THE COM 191216100 8,838 192,640 SH   SOLE   192,640 0 0
COMCAST CORP-CLASS A COM 20030N101 7,358 183,730 SH   SOLE   183,730 0 0
CONOCOPHILLIPS COM 20825C104 8,563 156,010 SH   SOLE   156,010 0 0
DEVON ENERGY CORPORATION COM 25179M103 9,413 227,370 SH   SOLE   227,370 0 0
DOLLAR TREE INC COM 256746108 9,287 86,540 SH   SOLE   86,540 0 0
EQT CORP COM 26884L109 8,499 149,320 SH   SOLE   149,320 0 0
FACEBOOK COM 30303M102 14,664 83,100 SH   SOLE   83,100 0 0
FREEPORT-MCMORAN COPPER COM 35671D857 9,758 514,680 SH   SOLE   514,680 0 0
HALLIBURTON CO COM 406216101 6,749 138,110 SH   SOLE   138,110 0 0
HERSHEY CO/THE COM 427866108 4,901 43,180 SH   SOLE   43,180 0 0
HOME DEPOT INC COM 437076102 7,725 40,757 SH   SOLE   40,757 0 0
INTEL CORP COM 458140100 4,306 93,290 SH   SOLE   93,290 0 0
JOHNSON & JOHNSON COM 478160104 8,141 58,270 SH   SOLE   58,270 0 0
MASTERCARD INC-CLASS A COM 57636Q104 4,916 32,480 SH   SOLE   32,480 0 0
MCDONALD'S CORP COM 580135101 4,794 27,850 SH   SOLE   27,850 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,431 132,710 SH   SOLE   132,710 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 6,905 78,570 SH   SOLE   78,570 0 0
MICROSOFT CORP COM 594918104 22,061 257,907 SH   SOLE   257,907 0 0
MOSAIC CO/THE COM 61945C103 4,415 172,050 SH   SOLE   172,050 0 0
NETFLIX COM 64110L106 10,974 57,170 SH   SOLE   57,170 0 0
NRG ENERGY INC COM 629377508 8,401 294,990 SH   SOLE   294,990 0 0
NVIDIA CORP COM 67066G104 11,827 61,120 SH   SOLE   61,120 0 0
OMNICOM GROUP COM 681919106 4,103 56,340 SH   SOLE   56,340 0 0
ORACLE CORP COM 68389X105 6,674 141,150 SH   SOLE   141,150 0 0
PARKER HANNIFIN CORP COM 701094104 8,895 44,570 SH   SOLE   44,570 0 0
PEPSICO INC COM 713448108 7,542 62,890 SH   SOLE   62,890 0 0
POLO RALPH LAUREN CORP COM 751212101 8,249 79,550 SH   SOLE   79,550 0 0
RAYTHEON COMPANY COM 755111507 7,354 39,150 SH   SOLE   39,150 0 0
SUNCOR ENERGY INC COM 867224107 6,806 185,350 SH   SOLE   185,350 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,332 74,080 SH   SOLE   74,080 0 0
VIACOM INC-CLASS B COM 92553P201 6,279 203,800 SH   SOLE   203,800 0 0
VISA COM 92826C839 5,155 45,210 SH   SOLE   45,210 0 0
WESTERN DIGITAL CORP COM 958102105 7,089 89,140 SH   SOLE   89,140 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 6,323 54,570 SH   SOLE   54,570 0 0