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
ABBVIE INC COM 00287Y109 11,614 130,697 SH   SOLE   130,697 0 0
AMC NETWORKS INC CL A 00164V103 20,803 355,785 SH   SOLE   355,785 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 1,668 109,401 SH   SOLE   109,401 0 0
AMERISOURCEBERGEN CORP COM 03073E105 2,967 35,855 SH   SOLE   35,855 0 0
AMGEN INC COM 031162100 7,079 37,966 SH   SOLE   37,966 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 7,413 162,214 SH   SOLE   162,214 0 0
ANTHEM INC COM 036752103 17,237 90,780 SH   SOLE   90,780 0 0
APPLE INC COM 037833100 14,044 91,125 SH   SOLE   91,125 0 0
BEST BUY INC COM 086516101 5,314 93,293 SH   SOLE   93,293 0 0
BLOCK H & R INC COM 093671105 13,898 524,855 SH   SOLE   524,855 0 0
CA INC COM 12673P105 9,290 278,319 SH   SOLE   278,319 0 0
CISCO SYS INC COM 17275R102 25,160 748,150 SH   SOLE   748,150 0 0
CSG SYS INTL INC COM 126349109 4,660 116,220 SH   SOLE   116,220 0 0
CVS HEALTH CORP COM 126650100 13,772 169,356 SH   SOLE   169,356 0 0
DELUXE CORP COM 248019101 8,820 120,888 SH   SOLE   120,888 0 0
DINEEQUITY INC COM 254423106 3,105 72,252 SH   SOLE   72,252 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 1,028 48,270 SH   SOLE   48,270 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 2,923 25,109 SH   SOLE   25,109 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 13,303 210,090 SH   SOLE   210,090 0 0
F5 NETWORKS INC COM 315616102 10,075 83,567 SH   SOLE   83,567 0 0
GILEAD SCIENCES INC COM 375558103 19,827 244,713 SH   SOLE   244,713 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 20,648 398,064 SH   SOLE   398,064 0 0
HERBALIFE LTD COM USD SHS G4412G101 4,218 62,188 SH   SOLE   62,188 0 0
HUMANA INC COM 444859102 31,161 127,905 SH   SOLE   127,905 0 0
INTERDIGITAL INC COM 45867G101 2,517 34,131 SH   SOLE   34,131 0 0
INTERPUBLIC GROUP COS INC COM 460690100 9,113 438,312 SH   SOLE   438,312 0 0
KLA-TENCOR CORP COM 482480100 6,669 62,918 SH   SOLE   62,918 0 0
MCKESSON CORP COM 58155Q103 326 2,120 SH   SOLE   2,120 0 0
MEDNAX INC COM 58502B106 8,931 207,128 SH   SOLE   207,128 0 0
MEREDITH CORP COM 589433101 4,022 72,463 SH   SOLE   72,463 0 0
OMNICOM GROUP INC COM 681919106 16,410 221,549 SH   SOLE   221,549 0 0
ORACLE CORP COM 68389X105 8,119 167,927 SH   SOLE   167,927 0 0
QUALCOMM INC COM 747525103 1,862 35,918 SH   SOLE   35,918 0 0
ROBERT HALF INTL INC COM 770323103 416 8,271 SH   SOLE   8,271 0 0
STURM RUGER & CO INC COM 864159108 1,508 29,162 SH   SOLE   29,162 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 18,428 163,526 SH   SOLE   163,526 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 7,234 274,233 SH   SOLE   274,233 0 0
USANA HEALTH SCIENCES INC COM 90328M107 41 715 SH   SOLE   715 0 0
VERISIGN INC COM 92343E102 5,806 54,573 SH   SOLE   54,573 0 0
VIACOM INC NEW CL B 92553P201 1,157 41,572 SH   SOLE   41,572 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 30,150 175,558 SH   SOLE   175,558 0 0
WESTERN UN CO COM 959802109 13,821 719,860 SH   SOLE   719,860 0 0