President

0001144204-16-079511.txt : 20160208 0001144204-16-079511.hdr.sgml : 20160208 20160208151220 ACCESSION NUMBER: 0001144204-16-079511 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160208 DATE AS OF CHANGE: 20160208 EFFECTIVENESS DATE: 20160208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cavalier Investments CENTRAL INDEX KEY: 0001655543 IRS NUMBER: 474698780 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17041 FILM NUMBER: 161395435 BUSINESS ADDRESS: STREET 1: 50 BRAINTREE HILL PARK STREET 2: SUITE 105 CITY: BRAINTREE STATE: MA ZIP: 02184 BUSINESS PHONE: 1-781-535-6083 MAIL ADDRESS: STREET 1: 50 BRAINTREE HILL PARK STREET 2: SUITE 105 CITY: BRAINTREE STATE: MA ZIP: 02184 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001655543 XXXXXXXX 12-31-2015 12-31-2015 false Cavalier Investments

50 Braintree Hill Park Suite 105 Braintree MA 02184

13F HOLDINGS REPORT 028-17041 N Scott Chaisson President 7815356083 /s/ Scott Chaisson Braintree MA 02-05-2016 1 117 168179 1 0000872163 028-02824 NAVELLIER & ASSOCIATES INC INFORMATION TABLE 2 infotable.xml Autozone, Inc. COMMSTCK 053332102 412 555 SH OTR 1 0 555 0 Celgene Corporation COMMSTCK 151020104 200 1671 SH SOLE 1671 0 0 Lockheed Martin Corporation COMMSTCK 539830109 413 1900 SH OTR 1 0 1900 0 Whirlpool Corp COMMSTCK 963320106 283 1924 SH SOLE 1924 0 0 Standard & Poor's Depositary Receipts ETF 78462F103 439 2153 SH SOLE 2153 0 0 THE CLOROX COMPANY COMMSTCK 189054109 279 2200 SH OTR 1 0 2200 0 Constellation Brands Inc COMMSTCK 21036P108 328 2300 SH OTR 1 0 2300 0 iShares Core S&P 500 ETF ETF 464287200 490 2392 SH SOLE 2392 0 0 O'Reilly Automotive, Inc. COMMSTCK 67103H107 735 2900 SH OTR 1 0 2900 0 Gilead Sciences Inc COMMSTCK 375558103 299 2951 SH SOLE 2951 0 0 Apple Inc COMMSTCK 037833100 324 3081 SH SOLE 3081 0 0 home Depot Inc/The COMMSTCK 09062X103 950 3100 SH OTR 1 0 3100 0 Fiserv, Inc. COMMSTCK 337738108 294 3210 SH SOLE 3210 0 0 AMER WOODMARK COMMSTCK 030506109 264 3300 SH OTR 1 0 3300 0 Ligand Pharmaceutica ls Inc COMMSTCK 53220K504 358 3300 SH OTR 1 0 3300 0 Mohawk Industries, Inc. COMMSTCK 608190104 625 3300 SH OTR 1 0 3300 0 Schlumberger Ltd COMMSTCK 806857108 233 3337 SH SOLE 3337 0 0 Fiserv, Inc. COMMSTCK 337738108 311 3400 SH OTR 1 0 3400 0 Galapagos NV COMMSTCK 36315X101 214 3400 SH OTR 1 0 3400 0 VERISK ANALYTICS IN C. COM COMMSTCK 92345Y106 269 3500 SH OTR 1 0 3500 0 Equifax Inc COMMSTCK 294429105 401 3600 SH OTR 1 0 3600 0 Arch Capital Group Ltd. COMMSTCK G0450A105 258 3700 SH OTR 1 0 3700 0 RESMED INC. COMMSTCK 761152107 204 3800 SH OTR 1 0 3800 0 Luxottica Group SpA COMMSTCK 55068R202 266 4100 SH OTR 1 0 4100 0 iShares Barclays Sho rt Treasury Bond Fun ETF 464288679 459 4165 SH SOLE 4165 0 0 China Biologic Produ cts Inc COMMSTCK 16938C106 598 4200 SH OTR 1 0 4200 0 Luxoft Holding, Inc. COMMSTCK G57279104 339 4400 SH OTR 1 0 4400 0 Vulcan Materials Company COMMSTCK 929160109 427 4500 SH OTR 1 0 4500 0 BioSpecifics Technol ogies Corp COMMSTCK 090931106 202 4700 SH OTR 1 0 4700 0 SPDR S&P Dividend ET F ETF 78464A763 351 4766 SH SOLE 4766 0 0 CTRIPCOM INTL LTD COMMSTCK 22943F100 232 5000 SH OTR 1 0 5000 0 iShares 20+ Year Tre asury Bond ETF ETF 464287432 641 5313 SH SOLE 5313 0 0 AbbVie Inc. COMMSTCK 00287Y109 320 5397 SH SOLE 5397 0 0 iShares 1-3 Year Treasury Bond ETF ETF 464287457 455 5398 SH SOLE 5398 0 0 Norwegian Cruise Line Holdings Ltd. COMMSTCK G66721104 322 5500 SH OTR 1 0 5500 0 Acuity Brands, Inc. COMMSTCK 00508Y102 1356 5800 SH OTR 1 0 5800 0 Electronic Arts Inc. COMMSTCK 285512109 399 5800 SH OTR 1 0 5800 0 iShares Barclays TIP S Bond Fund ETF 464287176 658 6000 SH SOLE 6000 0 0 iShares 7-10 Year Treasury Bond ETF ETF 464287440 644 6098 SH SOLE 6098 0 0 EXTRA SPACE STORAGE INC. COMMSTCK 30225T102 556 6300 SH OTR 1 0 6300 0 iShares iBoxx $ Inve stment Grade Corpora ETF 464287242 722 6333 SH SOLE 6333 0 0 Home Depot Inc/The COMMSTCK 437076102 846 6400 SH OTR 1 0 6400 0 M/A-COM Technology S olutions Holdings In COMMSTCK 55405Y100 274 6700 SH OTR 1 0 6700 0 iShares 1-3 Year Treasury Bond ETF ETF 464287457 566 6704 SH SOLE 6704 0 0 iShares Dow Jones US Technology Sector ETF 464287721 732 6836 SH SOLE 6836 0 0 FCB Financial Holdin gs Inc COMMSTCK 30255G103 251 7000 SH OTR 1 0 7000 0 Vanguard Long-Term Bond ETF ETF 921937793 615 7089 SH SOLE 7089 0 0 L Brands Inc COMMSTCK 501797104 747 7800 SH OTR 1 0 7800 0 Vanguard Intermediate-Term ETF 921937819 658 7916 SH SOLE 7916 0 0 Palo Alto Networks I nc COMMSTCK 697435105 1409 8000 SH OTR 1 0 8000 0 Starbucks Corp COMMSTCK 855244109 510 8500 SH OTR 1 0 8500 0 Alaska Air Group In c. COMMSTCK 011659109 692 8600 SH OTR 1 0 8600 0 WNS Holdings Ltd COMMSTCK 92932M101 268 8600 SH OTR 1 0 8600 0 CAL MAINE FOODS INC COMMSTCK 128030202 403 8700 SH OTR 1 0 8700 0 CVS Health Corp COMMSTCK 126650100 860 8800 SH OTR 1 0 8800 0 LGI HOMES INC COMMSTCK 50187T106 219 9000 SH OTR 1 0 9000 0 Gigamon Inc. COMMSTCK 37518B102 242 9100 SH OTR 1 0 9100 0 iShares iBoxx $ High Yield Corporate Bon ETF 464288513 741 9190 SH SOLE 9190 0 0 TOTAL SYSTEM SERVICE S INC. COMMSTCK 891906109 458 9200 SH OTR 1 0 9200 0 Globant S.A. COMMSTCK L44385109 371 9900 SH OTR 1 0 9900 0 Consumer Staples Sel ect Sector SPDR Fund ETF 81369Y308 500 9907 SH SOLE 9907 0 0 IRADIMED CORP COMMSTCK 46266A109 280 10000 SH OTR 1 0 10000 0 Monster Beverage Cor p COMMSTCK 61174X109 1519 10200 SH OTR 1 0 10200 0 Universal Insurance Holdings, Inc. COMMSTCK 91359V107 248 10714 SH OTR 1 0 10714 0 iShares JP Morgan USD Emgering Market ETF 464288281 1170 11061 SH SOLE 11061 0 0 Zeltiq Aesthetics In c COMMSTCK 98933Q108 317 11100 SH OTR 1 0 11100 0 AMN Healthcare Services, Inc. COMMSTCK 001744101 351 11300 SH OTR 1 0 11300 0 Under Armour, Inc. COMMSTCK 904311107 911 11300 SH OTR 1 0 11300 0 Aceto Corporation COMMSTCK 004446100 313 11600 SH OTR 1 0 11600 0 Walker & Dunlop Inc. COMMSTCK 93148P102 366 12700 SH OTR 1 0 12700 0 Vanguard REIT ETF ETF 922908553 1021 12805 SH SOLE 12805 0 0 Post Holdings Inc COMMSTCK 737446104 802 13000 SH OTR 1 0 13000 0 Gilead Sciences Inc COMMSTCK 375558103 1326 13100 SH OTR 1 0 13100 0 Ulta Salon Cosmetics & Fragrance Inc COMMSTCK 90384S303 2442 13200 SH OTR 1 0 13200 0 Dycom Industries Inc COMMSTCK 267475101 974 13920 SH OTR 1 0 13920 0 Foot Locker Inc COMMSTCK 344849104 931 14300 SH OTR 1 0 14300 0 FRESENIUS SE & CO. K GAA COMMSTCK 35804M105 271 15200 SH OTR 1 0 15200 0 Comfort Systems USA Inc COMMSTCK 199908104 435 15300 SH OTR 1 0 15300 0 Inogen Inc COMMSTCK 45780L104 613 15300 SH OTR 1 0 15300 0 Consumer Discretiona ry Select Sector ETF 81369Y407 1218 15583 SH SOLE 15583 0 0 First Trust DJ Globa l Select Dividend In ETF 33734X200 343 15784 SH SOLE 15784 0 0 Edwards Lifesciences Corp COMMSTCK 28176E108 1248 15800 SH OTR 1 0 15800 0 NV5 Gobal Inc. COMMSTCK 62945V109 356 16204 SH OTR 1 0 16204 0 INTL. FCStone Inc COMMSTCK 46116V105 545 16300 SH OTR 1 0 16300 0 MAXLINEAR INC COMMSTCK 57776J100 247 16800 SH OTR 1 0 16800 0 Bank of America Corporation COMMSTCK 060505104 291 17315 SH SOLE 17315 0 0 iShares 1-3 Year Treasury Bond ETF ETF 464287457 1507 17863 SH SOLE 17863 0 0 Avago Technologies Ltd. COMMSTCK Y0486S104 2613 18000 SH OTR 1 0 18000 0 Lowe's Companies, Inc. COMMSTCK 548661107 1445 19000 SH OTR 1 0 19000 0 CONTROLADORA VUELA C IA DE AVIACION COMMSTCK 21240E105 336 19600 SH OTR 1 0 19600 0 Southwest Airlines Co. COMMSTCK 844741108 883 20500 SH OTR 1 0 20500 0 iShares MSCI EAFE In dex Fund ETF 464287465 1254 21352 SH SOLE 21352 0 0 SPDR SERIES TRUST ETF 78464A797 722 21363 SH SOLE 21363 0 0 Target Corp COMMSTCK 87612E106 1576 21700 SH OTR 1 0 21700 0 Cott Corporation COMMSTCK 22163N106 240 21800 SH OTR 1 0 21800 0 Skechers U.S.A. Inc COMMSTCK 830566105 689 22800 SH OTR 1 0 22800 0 SMITH & WESSON HOLDI NG CORPORATION COMMSTCK 831756101 510 23200 SH OTR 1 0 23200 0 iShares Barclays Sho rt Treasury Bond Fun ETF 464288679 2630 23865 SH SOLE 23865 0 0 Apple Inc COMMSTCK 037833100 2526 24000 SH OTR 1 0 24000 0 MULTI FINELINE ELECTRONIX INC COM COMMSTCK 62541B101 505 24400 SH OTR 1 0 24400 0 PowerSecure Internat ional Inc COMMSTCK 73936N105 396 26300 SH OTR 1 0 26300 0 Skyworks Solutions, Inc. COMMSTCK 83088M102 2028 26400 SH OTR 1 0 26400 0 ISHARES TRUST ETF 464287549 3343 30197 SH SOLE 30197 0 0 Darden Restaurants, Inc. COMMSTCK 237194105 2062 32400 SH OTR 1 0 32400 0 Nordic American Tankers Limited COMMSTCK G65773106 524 33700 SH OTR 1 0 33700 0 NIKE Inc COMMSTCK 654106103 2125 34000 SH OTR 1 0 34000 0 POWERSHARES ETF II ETF 73937B837 1668 40517 SH SOLE 40517 0 0 FIRST TR EXCHANGE ETF 33733E302 3339 44754 SH SOLE 44754 0 0 Heritage Insurance Holdings, Inc. COMMSTCK 42727J102 1091 50000 SH OTR 1 0 50000 0 Financial Select Sector ETF 81369Y605 1223 51338 SH SOLE 51338 0 0 POWERSHARES EXCHANGE TRADED FUND II ETF 73936Q777 3349 69683 SH SOLE 69683 0 0 LightPath Technologies, Inc. COMMSTCK 532257805 212 75000 SH OTR 1 0 75000 0 GLOBAL X FDS ETF 37950E416 3367 169454 SH SOLE 169454 0 0 Consumer Discretiona ry Select Sector ETF 81369Y407 19674 251716 SH SOLE 251716 0 0 First Trust Health C are AlphaDEX Fund ETF 33734X143 19695 325803 SH SOLE 325803 0 0 First Trust Consumer Staples AlphaDEX Fun ETF 33734X119 19588 440671 SH SOLE 440671 0 0 Technology Select Se ctor SPDR Fund ETF 81369Y803 19629 458297 SH SOLE 458297 0 0