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 322 3,625 SH   SOLE   3,625 0 0
ALTRIA GROUP INC COM 02209S103 270 4,250 SH   SOLE   4,250 0 0
AMGEN INC COM 031162100 298 1,600 SH   SOLE   1,600 0 0
ANTHEM INC COM 036752103 10,206 53,750 SH   SOLE   53,750 0 0
APPLE INC COM 037833100 9,004 58,425 SH   SOLE   58,425 0 0
AT&T INC COM 00206R102 551 14,075 SH   SOLE   14,075 0 0
BANK AMER CORP COM 060505104 9,151 361,125 SH   SOLE   361,125 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 788 4,300 SH   SOLE   4,300 0 0
BROADCOM LTD SHS Y09827109 218 900 SH   SOLE   900 0 0
CATERPILLAR INC DEL COM 149123101 8,589 68,875 SH   SOLE   68,875 0 0
CELGENE CORP COM 151020104 244 1,675 SH   SOLE   1,675 0 0
CISCO SYS INC COM 17275R102 375 11,150 SH   SOLE   11,150 0 0
CITIGROUP INC COM NEW 172967424 1,091 15,000 SH   SOLE   15,000 0 0
COMCAST CORP NEW CL A 20030N101 411 10,675 SH   SOLE   10,675 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 12,366 137,275 SH   SOLE   137,275 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 15,546 288,000 SH   SOLE   288,000 0 0
DISCOVER FINL SVCS COM 254709108 10,905 169,125 SH   SOLE   169,125 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 384 18,050 SH   SOLE   18,050 0 0
D R HORTON INC COM 23331A109 10,734 268,825 SH   SOLE   268,825 0 0
EMERSON ELEC CO COM 291011104 8,851 140,850 SH   SOLE   140,850 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 6,745 98,500 SH   SOLE   98,500 0 0
LAUDER ESTEE COS INC CL A 518439104 6,659 61,750 SH   SOLE   61,750 0 0
EXPEDIA INC DEL COM NEW 30212P303 9,874 68,600 SH   SOLE   68,600 0 0
EXXON MOBIL CORP COM 30231G102 781 9,525 SH   SOLE   9,525 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 15,514 599,925 SH   SOLE   599,925 0 0
GILEAD SCIENCES INC COM 375558103 237 2,925 SH   SOLE   2,925 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9,540 116,730 SH   SOLE   116,730 0 0
HOME DEPOT INC COM 437076102 442 2,700 SH   SOLE   2,700 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 4,972 70,025 SH   SOLE   70,025 0 0
INTEL CORP COM 458140100 391 10,275 SH   SOLE   10,275 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 279 1,925 SH   SOLE   1,925 0 0
ISHARES TR 1 3 YR CR BD ETF 464288646 1,033 9,810 SH   SOLE   9,810 0 0
ISHARES TR CORE S&P500 ETF 464287200 163,469 646,300 SH   SOLE   114,725 0 531,575
ISHARES TR NASDAQ BIOTECH 464287556 6,538 19,600 SH   SOLE   19,600 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,260 67,975 SH   SOLE   67,975 0 0
LOCKHEED MARTIN CORP COM 539830109 7,517 24,225 SH   SOLE   24,225 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 7,945 139,875 SH   SOLE   139,875 0 0
MEDTRONIC PLC SHS G5960L103 7,252 93,250 SH   SOLE   93,250 0 0
MERCK & CO INC COM 58933Y105 397 6,200 SH   SOLE   6,200 0 0
MICROSOFT CORP COM 594918104 5,242 70,375 SH   SOLE   70,375 0 0
ORACLE CORP COM 68389X105 10,846 224,325 SH   SOLE   224,325 0 0
PFIZER INC COM 717081103 468 13,100 SH   SOLE   13,100 0 0
POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 747 32,250 SH   SOLE   32,250 0 0
SCHLUMBERGER LTD COM 806857108 6,952 99,650 SH   SOLE   99,650 0 0
SVB FINL GROUP COM 78486Q101 730 3,900 SH   SOLE   3,900 0 0
T MOBILE US INC COM 872590104 6,282 101,875 SH   SOLE   101,875 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 30,549 516,900 SH   SOLE   516,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,842 41,450 SH   SOLE   41,450 0 0
UNION PAC CORP COM 907818108 209 1,800 SH   SOLE   1,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102 406 2,075 SH   SOLE   2,075 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 5,044 95,075 SH   SOLE   95,075 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 442 8,925 SH   SOLE   8,925 0 0
WAL-MART STORES INC COM 931142103 264 3,375 SH   SOLE   3,375 0 0
DISNEY WALT CO COM DISNEY 254687106 325 3,300 SH   SOLE   3,300 0 0
WESTERN DIGITAL CORP COM 958102105 8,119 93,975 SH   SOLE   93,975 0 0
WHIRLPOOL CORP COM 963320106 1,771 9,600 SH   SOLE   9,600 0 0