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 4,840 22,050 SH   SOLE   22,050 0 0
ABBOTT LABORATORIES COM 002824100 3,846 64,190 SH   SOLE   64,190 0 0
ABBVIE INC COM 00287Y109 5,602 59,190 SH   SOLE   59,190 0 0
ADOBE SYSTEMS INC COM 00724F101 9,503 43,980 SH   SOLE   43,980 0 0
ALPHABET INC-CL A COM 02079K305 11,512 11,100 SH   SOLE   11,100 0 0
ALPHABET INC-CL C COM 02079K107 11,442 11,089 SH   SOLE   11,089 0 0
AMAZON.COM INC COM 023135106 21,739 15,020 SH   SOLE   15,020 0 0
AMERICAN TOWER CORP-CL A COM 03027X100 6,699 46,090 SH   SOLE   46,090 0 0
ANADARKO PETROLEUM CORP COM 032511107 5,666 93,790 SH   SOLE   93,790 0 0
APPLE INC COM 037833100 27,542 164,158 SH   SOLE   164,158 0 0
APPLIED MATERIALS INC COM 038222105 9,568 172,060 SH   SOLE   172,060 0 0
BANK OF AMERICA CORP COM 060505104 5,942 198,120 SH   SOLE   198,120 0 0
BOEING CO COM 097023105 6,905 21,060 SH   SOLE   21,060 0 0
BORGWARNER INC COM 099724106 8,314 165,510 SH   SOLE   165,510 0 0
CABOT OIL & GAS CORP COM 127097103 8,872 369,980 SH   SOLE   369,980 0 0
COCA-COLA CO/THE COM 191216100 8,891 204,710 SH   SOLE   204,710 0 0
CONOCOPHILLIPS COM 20825C104 9,828 165,760 SH   SOLE   165,760 0 0
DEVON ENERGY CORPORATION COM 25179M103 7,686 241,780 SH   SOLE   241,780 0 0
DOLLAR TREE INC COM 256746108 8,725 91,940 SH   SOLE   91,940 0 0
DOVER CORP COM 260003108 5,617 57,190 SH   SOLE   57,190 0 0
EOG RESOURCES INC COM 26875P101 5,437 51,650 SH   SOLE   51,650 0 0
EQT CORP COM 26884L109 7,547 158,850 SH   SOLE   158,850 0 0
FACEBOOK COM 30303M102 14,116 88,340 SH   SOLE   88,340 0 0
FLUOR CORP COM 343412102 5,360 93,670 SH   SOLE   93,670 0 0
FREEPORT-MCMORAN COPPER COM 35671D857 9,612 547,070 SH   SOLE   547,070 0 0
HALLIBURTON CO COM 406216101 7,640 162,760 SH   SOLE   162,760 0 0
HOME DEPOT INC COM 437076102 7,715 43,287 SH   SOLE   43,287 0 0
INTEL CORP COM 458140100 5,187 99,590 SH   SOLE   99,590 0 0
JOHNSON & JOHNSON COM 478160104 6,909 53,910 SH   SOLE   53,910 0 0
MASTERCARD INC-CLASS A COM 57636Q104 6,047 34,520 SH   SOLE   34,520 0 0
MCDONALD'S CORP COM 580135101 4,682 29,940 SH   SOLE   29,940 0 0
MICROSOFT CORP COM 594918104 25,854 283,267 SH   SOLE   283,267 0 0
MOSAIC CO/THE COM 61945C103 5,183 213,460 SH   SOLE   213,460 0 0
NETFLIX COM 64110L106 9,575 32,420 SH   SOLE   32,420 0 0
NRG ENERGY INC COM 629377508 9,575 313,640 SH   SOLE   313,640 0 0
NVIDIA CORP COM 67066G104 10,026 43,290 SH   SOLE   43,290 0 0
OMNICOM GROUP COM 681919106 6,364 87,580 SH   SOLE   87,580 0 0
ORACLE CORP COM 68389X105 6,866 150,080 SH   SOLE   150,080 0 0
PEPSICO INC COM 713448108 7,291 66,800 SH   SOLE   66,800 0 0
POLO RALPH LAUREN CORP COM 751212101 9,453 84,550 SH   SOLE   84,550 0 0
RAYTHEON COMPANY COM 755111507 6,358 29,460 SH   SOLE   29,460 0 0
RED HAT INC COM 756577102 7,721 51,640 SH   SOLE   51,640 0 0
SUNCOR ENERGY INC COM 867224107 6,807 197,070 SH   SOLE   197,070 0 0
TEXAS INSTRUMENTS INC COM 882508104 3,767 36,260 SH   SOLE   36,260 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,575 58,760 SH   SOLE   58,760 0 0
VIACOM INC-CLASS B COM 92553P201 6,729 216,630 SH   SOLE   216,630 0 0
VISA COM 92826C839 8,125 67,920 SH   SOLE   67,920 0 0
WEC ENERGY GROUP INC COM 92939U106 5,274 84,120 SH   SOLE   84,120 0 0
WESTERN DIGITAL CORP COM 958102105 9,633 104,400 SH   SOLE   104,400 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 6,644 58,060 SH   SOLE   58,060 0 0