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 4,899 29,400 SH   SOLE   29,400 0 0
Abbott Laboratories COM 002824100 473 11,300 SH   SOLE   11,300 0 0
Abbvie Inc COM 00287y109 2,432 42,580 SH   SOLE   42,580 0 0
Adobe Systems Inc COM 00724f101 2,143 22,845 SH   SOLE   22,845 0 0
Agilent Technologies Inc COM 00846u101 279 7,000 SH   SOLE   7,000 0 0
Air Prods & Chems Inc COM 009158106 209 1,450 SH   SOLE   1,450 0 0
Alaska Air Group Inc COM 011659109 648 7,900 SH   SOLE   7,900 0 0
Alexion Pharmaceuticals Inc COM 015351109 703 5,050 SH   SOLE   5,050 0 0
Allergan PLC COM g0177j108 1,309 4,885 SH   SOLE   4,885 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 4,629 6,067 SH   SOLE   6,067 0 0
Amazon.com Inc COM 023135106 11,571 19,492 SH   SOLE   19,492 0 0
Ambarella Inc COM g037ax101 1,752 39,195 SH   SOLE   39,195 0 0
AMC Networks Inc Cl A COM 00164v103 471 7,250 SH   SOLE   7,250 0 0
American Express Co COM 025816109 863 14,050 SH   SOLE   14,050 0 0
Amgen Inc COM 031162100 1,639 10,933 SH   SOLE   10,933 0 0
Apple Inc COM 037833100 1,538 14,110 SH   SOLE   14,110 0 0
Automatic Data Processing Inc COM 053015103 924 10,300 SH   SOLE   10,300 0 0
AutoZone Inc COM 053332102 464 582 SH   SOLE   582 0 0
Boeing Co COM 097023105 3,521 27,739 SH   SOLE   27,739 0 0
Bristol Myers Squibb Co COM 110122108 2,008 31,439 SH   SOLE   31,439 0 0
Caterpillar Inc COM 149123101 1,642 21,450 SH   SOLE   21,450 0 0
Celgene Corp COM 151020104 6,572 65,665 SH   SOLE   65,665 0 0
Chevron Corp COM 166764100 1,350 14,147 SH   SOLE   14,147 0 0
Chubb Limited COM h1467j104 1,750 14,689 SH   SOLE   14,689 0 0
Cintas Corp COM 172908105 305 3,400 SH   SOLE   3,400 0 0
Coach Inc COM 189754104 1,559 38,885 SH   SOLE   38,885 0 0
Coca-Cola Co COM 191216100 2,745 59,165 SH   SOLE   59,165 0 0
Colgate Palmolive Co COM 194162103 706 10,000 SH   SOLE   10,000 0 0
ConocoPhillips COM 20825c104 296 7,350 SH   SOLE   7,350 0 0
Cummins Inc COM 231021106 4,602 41,860 SH   SOLE   41,860 0 0
CVS Health Corporation COM 126650100 702 6,765 SH   SOLE   6,765 0 0
D R Horton Inc COM 23331a109 3,060 101,220 SH   SOLE   101,220 0 0
Deere & Co COM 244199105 671 8,711 SH   SOLE   8,711 0 0
Delta Air Lines Inc COM 247361702 4,569 93,865 SH   SOLE   93,865 0 0
Disney Walt Co Disney COM 254687106 5,486 55,244 SH   SOLE   55,244 0 0
Dow Chemical Co COM 260543103 536 10,546 SH   SOLE   10,546 0 0
Du Pont E I de Nemours & Co COM 263534109 681 10,754 SH   SOLE   10,754 0 0
Duke Energy Corp COM 26441c204 375 4,650 SH   SOLE   4,650 0 0
Eli Lilly & Co COM 532457108 294 4,089 SH   SOLE   4,089 0 0
eLot Inc COM 29014q105 0 67,670 SH   SOLE   67,670 0 0
EOG Resources Inc COM 26875p101 4,084 56,270 SH   SOLE   56,270 0 0
Evercore Partners Inc Class A COM 29977a105 2,061 39,830 SH   SOLE   39,830 0 0
Expeditors Intl Wash Inc COM 302130109 3,444 70,550 SH   SOLE   70,550 0 0
Exxon Mobil Corp COM 30231g102 2,997 35,855 SH   SOLE   35,855 0 0
Facebook Inc Cl A COM 30303m102 9,691 84,930 SH   SOLE   84,930 0 0
FedEx Corp COM 31428x106 468 2,876 SH   SOLE   2,876 0 0
Fiserv Inc COM 337738108 1,090 10,625 SH   SOLE   10,625 0 0
General Electric Co COM 369604103 5,696 179,187 SH   SOLE   179,187 0 0
Gilead Sciences Inc COM 375558103 7,421 80,789 SH   SOLE   80,789 0 0
Home Depot Inc COM 437076102 11,584 86,815 SH   SOLE   86,815 0 0
Honeywell Intl Inc COM 438516106 901 8,040 SH   SOLE   8,040 0 0
Hunt J B Trans Services Inc COM 445658107 535 6,350 SH   SOLE   6,350 0 0
Intel Corp COM 458140100 3,996 123,528 SH   SOLE   123,528 0 0
IntercontinentalExchange Inc COM 45866f104 2,384 10,140 SH   SOLE   10,140 0 0
International Business Machine COM 459200101 281 1,857 SH   SOLE   1,857 0 0
Jazz Pharmaceuticals PLC USD COM g50871105 3,606 27,620 SH   SOLE   27,620 0 0
Johnson & Johnson COM 478160104 6,167 56,994 SH   SOLE   56,994 0 0
Kinder Morgan Inc COM 49456b101 324 18,139 SH   SOLE   18,139 0 0
Kite Pharma Inc COM 49803l109 939 20,460 SH   SOLE   20,460 0 0
KLA-Tencor Corp COM 482480100 727 9,980 SH   SOLE   9,980 0 0
L-3 Communications Holdings In COM 502424104 2,138 18,045 SH   SOLE   18,045 0 0
Lam Research Corp COM 512807108 1,042 12,615 SH   SOLE   12,615 0 0
Las Vegas Sands Corp COM 517834107 1,261 24,400 SH   SOLE   24,400 0 0
Ligand Pharmaceuticals Inc COM 53220k504 697 6,510 SH   SOLE   6,510 0 0
Lockheed Martin Corp COM 539830109 6,530 29,481 SH   SOLE   29,481 0 0
Lululemon Athletica Inc COM 550021109 784 11,575 SH   SOLE   11,575 0 0
LyondellBasell Industries NV A COM n53745100 3,500 40,895 SH   SOLE   40,895 0 0
Macys Inc COM 55616p104 2,510 56,930 SH   SOLE   56,930 0 0
Martin Marietta Materials Inc COM 573284106 1,045 6,550 SH   SOLE   6,550 0 0
Merck & Co Inc COM 58933y105 2,027 38,301 SH   SOLE   38,301 0 0
Micron Technology Inc COM 595112103 2,379 227,260 SH   SOLE   227,260 0 0
Microsoft Corp COM 594918104 2,794 50,590 SH   SOLE   50,590 0 0
Monster Beverage Corp COM 61174x109 2,401 17,999 SH   SOLE   17,999 0 0
Nextera Energy Inc COM 65339f101 892 7,540 SH   SOLE   7,540 0 0
Nike Inc Cl B COM 654106103 4,968 80,818 SH   SOLE   80,818 0 0
Norwegian Cruise Line Holdings COM g66721104 2,777 50,235 SH   SOLE   50,235 0 0
NuVasive Inc COM 670704105 2,695 55,400 SH   SOLE   55,400 0 0
NXP Semiconductors NV COM n6596x109 9,258 114,200 SH   SOLE   114,200 0 0
Occidental Petroleum Corp COM 674599105 256 3,738 SH   SOLE   3,738 0 0
Palo Alto Networks Inc COM 697435105 1,579 9,680 SH   SOLE   9,680 0 0
Paypal Holdings Inc COM 70450y103 4,284 110,975 SH   SOLE   110,975 0 0
Pfizer Inc COM 717081103 709 23,927 SH   SOLE   23,927 0 0
Philip Morris Intl Inc COM 718172109 240 2,450 SH   SOLE   2,450 0 0
Priceline Group Inc COM 741503403 608 472 SH   SOLE   472 0 0
Procter & Gamble Co COM 742718109 3,315 40,275 SH   SOLE   40,275 0 0
Progenics Pharmaceuticals Inc COM 743187106 172 39,500 SH   SOLE   39,500 0 0
Regeneron Pharmaceuticals COM 75886f107 3,495 9,696 SH   SOLE   9,696 0 0
Restoration Hardware Holdings COM 761283100 454 10,825 SH   SOLE   10,825 0 0
Salesforce.com Inc COM 79466l302 3,000 40,635 SH   SOLE   40,635 0 0
Schlumberger Ltd COM 806857108 881 11,949 SH   SOLE   11,949 0 0
Sirius XM Holdings Inc COM 82968b103 170 43,000 SH   SOLE   43,000 0 0
Smith A O COM 831865209 1,848 24,220 SH   SOLE   24,220 0 0
Spectra Energy Corp COM 847560109 211 6,892 SH   SOLE   6,892 0 0
Starbucks Corp COM 855244109 425 7,125 SH   SOLE   7,125 0 0
Tesla Motors Inc COM 88160r101 372 1,620 SH   SOLE   1,620 0 0
Texas Instruments Inc COM 882508104 1,290 22,465 SH   SOLE   22,465 0 0
TJX Cos Inc COM 872540109 2,917 37,230 SH   SOLE   37,230 0 0
Under Armour Inc Cl A COM 904311107 3,374 39,775 SH   SOLE   39,775 0 0
United Parcel Service Inc Cl B COM 911312106 981 9,305 SH   SOLE   9,305 0 0
United Technologies Corp COM 913017109 275 2,750 SH   SOLE   2,750 0 0
United Therapeutics Corp COM 91307c102 427 3,835 SH   SOLE   3,835 0 0
UnitedHealth Group Inc COM 91324p102 2,366 18,355 SH   SOLE   18,355 0 0
Vantiv Inc Cl A COM 92210h105 528 9,800 SH   SOLE   9,800 0 0
VCA Inc COM 918194101 860 14,900 SH   SOLE   14,900 0 0
Verizon Communications Inc COM 92343v104 865 16,000 SH   SOLE   16,000 0 0
VF Corp COM 918204108 4,104 63,370 SH   SOLE   63,370 0 0
Virgin America Inc Vtg COM 92765x208 1,261 32,700 SH   SOLE   32,700 0 0
Wal Mart Stores Inc COM 931142103 319 4,662 SH   SOLE   4,662 0 0
Walgreens Boots Alliance Inc COM 931427108 476 5,650 SH   SOLE   5,650 0 0
Wells Fargo & Co COM 949746101 220 4,546 SH   SOLE   4,546 0 0
Western Digital Corp COM 958102105 1,371 29,030 SH   SOLE   29,030 0 0
Nestle SA Sp ADR ADR 641069406 239 3,180 SH   SOLE   3,180 0 0
Silicon Motion Technology Corp ADR 82706c108 4,653 119,890 SH   SOLE   119,890 0 0
Fidelity Puritan Fund MUT FUND 316345107 202 10,000 SH   SOLE   10,000 0 0
Brookfield Infrast Partners LP MLP g16252101 261 6,200 SH   SOLE   6,200 0 0
Capstead Mtg Corp REIT 14067e506 138 14,000 SH   SOLE   14,000 0 0
Ventas Inc COM 92276f100 262 4,168 SH   SOLE   4,168 0 0
W P Carey Inc COM 92936u109 846 13,600 SH   SOLE   13,600 0 0
Weyerhaeuser Co COM 962166104 1,259 40,630 SH   SOLE   40,630 0 0