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
ALPHABET INC CLASS A CAP STK CL A 02079K305 4,112 5,114 SH   SOLE   5,114 0 0
ALTRIA GROUP INC COM 02209S103 2,044 32,325 SH   SOLE   32,325 0 0
AMAZON.COM INC COM 023135106 3,996 4,772 SH   SOLE   4,772 0 0
AT&T INC COM 00206R102 2,969 73,113 SH   SOLE   73,113 0 0
CABOT OIL & GAS CORPORATION COM 127097103 3,849 149,195 SH   SOLE   149,195 0 0
CERNER CORPORATION COM 156782104 3,058 49,530 SH   SOLE   49,530 0 0
COMCAST CORPORATION CL A 20030N101 4,380 66,030 SH   SOLE   66,030 0 0
COMMUNITY HEALTHCARE TRUST INC COM 20369C106 4,122 188,040 SH   SOLE   188,040 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,518 21,130 SH   SOLE   21,130 0 0
CVS HEALTH CORPORATION COM 126650100 3,927 44,126 SH   SOLE   44,126 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,406 45,635 SH   SOLE   45,635 0 0
ELECTRONIC ARTS INC COM 285512109 2,229 26,100 SH   SOLE   26,100 0 0
FACEBOOK INC CL A 30303M102 3,244 25,293 SH   SOLE   25,293 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,188 12,597 SH   SOLE   12,597 0 0
GLOBAL MEDICAL REIT INC. COM NEW 37954A204 561 57,500 SH   SOLE   57,500 0 0
GULFPORT ENERGY CORPORATION COM NEW 402635304 1,677 59,350 SH   SOLE   59,350 0 0
HORMEL FOODS CORP COM 440452100 1,950 51,400 SH   SOLE   51,400 0 0
ISHARES SILVER TRUST I SHARES 46428Q109 3,370 185,150 SH   SOLE   185,150 0 0
LAMAR ADVERTISING COMPANY CL A 512816109 758 11,600 SH   SOLE   11,600 0 0
M/A-COM TECHNOLOGY SOLUTIONS H COM 55405Y100 2,057 48,580 SH   SOLE   48,580 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,496 34,355 SH   SOLE   34,355 0 0
MEDTRONIC PLC SHS G5960L103 4,400 50,922 SH   SOLE   50,922 0 0
MICROSOFT CORPORATION COM 594918104 4,227 73,380 SH   SOLE   73,380 0 0
NEOGENOMICS INC COM NEW 64049M209 1,756 213,675 SH   SOLE   213,675 0 0
NIELSEN HOLDING PLC SHS EUR G6518L108 4,128 77,065 SH   SOLE   77,065 0 0
NUTRISYSTEM INC COM 67069D108 2,176 73,300 SH   SOLE   73,300 0 0
PACIFIC PREMIER BANCORP INC COM 69478X105 3,703 139,935 SH   SOLE   139,935 0 0
PARSLEY ENERGY CL A 701877102 4,973 148,395 SH   SOLE   148,395 0 0
STARBUCKS CORP COM 855244109 1,914 35,345 SH   SOLE   35,345 0 0
TIME WARNER INC COM COM NEW 887317303 4,291 53,900 SH   SOLE   53,900 0 0
TRIANGLE CAPITAL CORPORATION COM 895848109 2,262 114,800 SH   SOLE   114,800 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,019 63,120 SH   SOLE   63,120 0 0