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
3M Co COM 88579y101 4,256 28,250 SH   SOLE   28,250 0 0
Abbott Laboratories COM 002824100 696 15,500 SH   SOLE   15,500 0 0
Abbvie Inc COM 00287y109 3,210 54,180 SH   SOLE   54,180 0 0
Ace Ltd COM h0023r105 1,651 14,133 SH   SOLE   14,133 0 0
Adobe Systems Inc COM 00724f101 2,015 21,455 SH   SOLE   21,455 0 0
Air Prods & Chems Inc COM 009158106 319 2,450 SH   SOLE   2,450 0 0
Alaska Air Group Inc COM 011659109 564 7,000 SH   SOLE   7,000 0 0
Alexion Pharmaceuticals Inc COM 015351109 1,288 6,750 SH   SOLE   6,750 0 0
Allergan PLC COM g0177j108 1,430 4,575 SH   SOLE   4,575 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 4,624 5,944 SH   SOLE   5,944 0 0
Amazon.com Inc COM 023135106 12,710 18,805 SH   SOLE   18,805 0 0
Ambarella Inc COM g037ax101 4,447 79,775 SH   SOLE   79,775 0 0
AMC Networks Inc Cl A COM 00164v103 840 11,250 SH   SOLE   11,250 0 0
American Express Co COM 025816109 1,394 20,050 SH   SOLE   20,050 0 0
Amgen Inc COM 031162100 1,514 9,325 SH   SOLE   9,325 0 0
Apple Inc COM 037833100 1,362 12,940 SH   SOLE   12,940 0 0
Automatic Data Processing Inc COM 053015103 887 10,467 SH   SOLE   10,467 0 0
AutoZone Inc COM 053332102 453 611 SH   SOLE   611 0 0
Boeing Co COM 097023105 3,787 26,194 SH   SOLE   26,194 0 0
Bristol Myers Squibb Co COM 110122108 3,234 47,014 SH   SOLE   47,014 0 0
Caterpillar Inc COM 149123101 394 5,800 SH   SOLE   5,800 0 0
Cdk Global Inc COM 12508e101 302 6,365 SH   SOLE   6,365 0 0
Celgene Corp COM 151020104 7,741 64,635 SH   SOLE   64,635 0 0
Chevron Corp COM 166764100 1,273 14,147 SH   SOLE   14,147 0 0
Chubb Corp COM 171232101 321 2,420 SH   SOLE   2,420 0 0
Cintas Corp COM 172908105 355 3,900 SH   SOLE   3,900 0 0
Coca-Cola Co COM 191216100 2,009 46,755 SH   SOLE   46,755 0 0
Colgate Palmolive Co COM 194162103 666 10,000 SH   SOLE   10,000 0 0
ConocoPhillips COM 20825c104 469 10,050 SH   SOLE   10,050 0 0
Cummins Inc COM 231021106 2,768 31,455 SH   SOLE   31,455 0 0
CVS Health Corporation COM 126650100 367 3,750 SH   SOLE   3,750 0 0
D R Horton Inc COM 23331a109 6,459 201,645 SH   SOLE   201,645 0 0
Deere & Co COM 244199105 350 4,586 SH   SOLE   4,586 0 0
Delta Air Lines Inc COM 247361702 4,411 87,015 SH   SOLE   87,015 0 0
Disney Walt Co Disney COM 254687106 5,727 54,499 SH   SOLE   54,499 0 0
Du Pont E I de Nemours & Co COM 263534109 978 14,684 SH   SOLE   14,684 0 0
Duke Energy Corp COM 26441c204 214 3,000 SH   SOLE   3,000 0 0
Eli Lilly & Co COM 532457108 1,146 13,604 SH   SOLE   13,604 0 0
eLot Inc COM 29014q105 0 67,670 SH   SOLE   67,670 0 0
EOG Resources Inc COM 26875p101 3,984 56,285 SH   SOLE   56,285 0 0
Evercore Partners Inc Class A COM 29977a105 2,164 40,030 SH   SOLE   40,030 0 0
Expedia Inc COM 30212p303 2,145 17,255 SH   SOLE   17,255 0 0
Expeditors Intl Wash Inc COM 302130109 2,602 57,700 SH   SOLE   57,700 0 0
Exxon Mobil Corp COM 30231g102 1,676 21,495 SH   SOLE   21,495 0 0
Facebook Inc Cl A COM 30303m102 8,803 84,115 SH   SOLE   84,115 0 0
FedEx Corp COM 31428x106 674 4,526 SH   SOLE   4,526 0 0
General Electric Co COM 369604103 4,140 132,917 SH   SOLE   132,917 0 0
Gilead Sciences Inc COM 375558103 8,252 81,549 SH   SOLE   81,549 0 0
Goldman Sachs Group Inc COM 38141g104 307 1,701 SH   SOLE   1,701 0 0
HCA Inc COM 40412c101 401 5,925 SH   SOLE   5,925 0 0
Home Depot Inc COM 437076102 11,586 87,607 SH   SOLE   87,607 0 0
Honeywell Intl Inc COM 438516106 853 8,240 SH   SOLE   8,240 0 0
Hunt J B Trans Services Inc COM 445658107 275 3,750 SH   SOLE   3,750 0 0
Intel Corp COM 458140100 4,154 120,585 SH   SOLE   120,585 0 0
Intercept Pharmaceuticals Inc COM 45845p108 422 2,825 SH   SOLE   2,825 0 0
IntercontinentalExchange Inc COM 45866f104 1,201 4,688 SH   SOLE   4,688 0 0
Jazz Pharmaceuticals PLC USD COM g50871105 4,509 32,080 SH   SOLE   32,080 0 0
Johnson & Johnson COM 478160104 5,725 55,737 SH   SOLE   55,737 0 0
Kite Pharma Inc COM 49803l109 1,624 26,360 SH   SOLE   26,360 0 0
KLA-Tencor Corp COM 482480100 1,349 19,455 SH   SOLE   19,455 0 0
Lam Research Corp COM 512807108 568 7,150 SH   SOLE   7,150 0 0
Lockheed Martin Corp COM 539830109 6,205 28,577 SH   SOLE   28,577 0 0
LyondellBasell Industries NV A COM n53745100 3,549 40,840 SH   SOLE   40,840 0 0
Macys Inc COM 55616p104 2,220 63,455 SH   SOLE   63,455 0 0
Martin Marietta Materials Inc COM 573284106 430 3,150 SH   SOLE   3,150 0 0
Merck & Co Inc COM 58933y105 1,661 31,450 SH   SOLE   31,450 0 0
Micron Technology Inc COM 595112103 2,946 208,035 SH   SOLE   208,035 0 0
Microsoft Corp COM 594918104 2,490 44,887 SH   SOLE   44,887 0 0
Monster Beverage Corp COM 61174x109 2,940 19,734 SH   SOLE   19,734 0 0
Mylan NV Euro COM n59465109 262 4,850 SH   SOLE   4,850 0 0
Newmarket Corp COM 651587107 419 1,100 SH   SOLE   1,100 0 0
Nextera Energy Inc COM 65339f101 648 6,240 SH   SOLE   6,240 0 0
Nike Inc Cl B COM 654106103 5,018 80,288 SH   SOLE   80,288 0 0
Norwegian Cruise Line Holdings COM g66721104 2,947 50,285 SH   SOLE   50,285 0 0
NuVasive Inc COM 670704105 2,949 54,500 SH   SOLE   54,500 0 0
NXP Semiconductors NV COM n6596x109 9,470 112,405 SH   SOLE   112,405 0 0
Palo Alto Networks Inc COM 697435105 1,741 9,885 SH   SOLE   9,885 0 0
Paychex Inc COM 704326107 217 4,100 SH   SOLE   4,100 0 0
Paypal Holdings Inc COM 70450y103 3,822 105,575 SH   SOLE   105,575 0 0
Pfizer Inc COM 717081103 927 28,727 SH   SOLE   28,727 0 0
Priceline Group Inc COM 741503403 1,109 870 SH   SOLE   870 0 0
Procter & Gamble Co COM 742718109 2,161 27,215 SH   SOLE   27,215 0 0
Progenics Pharmaceuticals Inc COM 743187106 359 58,500 SH   SOLE   58,500 0 0
Regeneron Pharmaceuticals COM 75886f107 6,373 11,739 SH   SOLE   11,739 0 0
Restoration Hardware Holdings COM 761283100 4,233 53,275 SH   SOLE   53,275 0 0
Salesforce.com Inc COM 79466l302 3,198 40,795 SH   SOLE   40,795 0 0
Schlumberger Ltd COM 806857108 476 6,824 SH   SOLE   6,824 0 0
Sirius XM Holdings Inc COM 82968b103 179 44,000 SH   SOLE   44,000 0 0
Smith A O COM 831865209 1,349 17,615 SH   SOLE   17,615 0 0
Tesla Motors Inc COM 88160r101 1,022 4,260 SH   SOLE   4,260 0 0
Threshold Pharmaceutical Inc COM 885807206 11 23,000 SH   SOLE   23,000 0 0
TJX Cos Inc COM 872540109 2,535 35,745 SH   SOLE   35,745 0 0
Twitter Inc COM 90184l102 221 9,540 SH   SOLE   9,540 0 0
Under Armour Inc Cl A COM 904311107 3,265 40,505 SH   SOLE   40,505 0 0
United Parcel Service Inc Cl B COM 911312106 732 7,610 SH   SOLE   7,610 0 0
United Therapeutics Corp COM 91307c102 867 5,535 SH   SOLE   5,535 0 0
UnitedHealth Group Inc COM 91324p102 1,426 12,125 SH   SOLE   12,125 0 0
VCA Inc COM 918194101 1,394 25,340 SH   SOLE   25,340 0 0
Verizon Communications Inc COM 92343v104 394 8,519 SH   SOLE   8,519 0 0
VF Corp COM 918204108 4,654 74,765 SH   SOLE   74,765 0 0
Virgin America Inc Vtg COM 92765x208 2,614 72,600 SH   SOLE   72,600 0 0
Wal Mart Stores Inc COM 931142103 347 5,662 SH   SOLE   5,662 0 0
Walgreens Boots Alliance Inc COM 931427108 481 5,650 SH   SOLE   5,650 0 0
Wells Fargo & Co COM 949746101 264 4,851 SH   SOLE   4,851 0 0
Noah Holdings Ltd Sp ADS ADR 65487x102 1,007 36,065 SH   SOLE   36,065 0 0
Silicon Motion Technology Corp ADR 82706c108 3,068 97,820 SH   SOLE   97,820 0 0
SPDR S&P 500 ETF TR ETF 78462f103 215 1,054 SH   SOLE   1,054 0 0
Fidelity Puritan Fund MUT FUND 316345107 203 10,000 SH   SOLE   10,000 0 0
Brookfield Infrast Partners LP MLP g16252101 209 5,500 SH   SOLE   5,500 0 0
Capstead Mtg Corp REIT 14067e506 122 14,000 SH   SOLE   14,000 0 0
Ventas Inc COM 92276f100 257 4,561 SH   SOLE   4,561 0 0
W P Carey Inc COM 92936u109 950 16,100 SH   SOLE   16,100 0 0
Weyerhaeuser Co COM 962166104 1,111 37,050 SH   SOLE   37,050 0 0