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    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>793</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9333</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9333</Sole>
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      <None>0</None>
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    <nameOfIssuer>FACEBOOK INC-A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30303M102</cusip>
    <value>5441</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33082</sshPrnamt>
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    <votingAuthority>
      <Sole>33082</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FIVE9 INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>338307101</cusip>
    <value>415</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9500</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FORD MOTOR CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>345370860</cusip>
    <value>206</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22285</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22285</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FORTIVE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34959J108</cusip>
    <value>3117</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37016</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>37016</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GELTECH SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>368537106</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
    <value>3697</value>
    <shrsOrPrnAmt>
      <sshPrnamt>47880</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>47880</Sole>
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      <None>0</None>
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    <nameOfIssuer>HEXCEL CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>428291108</cusip>
    <value>7214</value>
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      <sshPrnamt>107594</sshPrnamt>
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    <votingAuthority>
      <Sole>107594</Sole>
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      <None>0</None>
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    <nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437076102</cusip>
    <value>9311</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44946</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>44946</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>INTEL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>1132</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23944</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23944</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>INTERNATIONAL BUSINESS MACHINE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>459200101</cusip>
    <value>581</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3845</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3845</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ISHARES RUSSELL 2000 GROWTH ET</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287648</cusip>
    <value>207</value>
    <shrsOrPrnAmt>
      <sshPrnamt>962</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>962</Sole>
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      <None>0</None>
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    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>522</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3780</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3780</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46625h100</cusip>
    <value>3024</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26801</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26801</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>512807108</cusip>
    <value>1911</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12595</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12595</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>LANTRONIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>516548203</cusip>
    <value>427</value>
    <shrsOrPrnAmt>
      <sshPrnamt>105000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>105000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>LIVEPERSON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>538146101</cusip>
    <value>1526</value>
    <shrsOrPrnAmt>
      <sshPrnamt>58800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>58800</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>LYONDELLBASELL INDUSTRIES N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>n53745100</cusip>
    <value>2863</value>
    <shrsOrPrnAmt>
      <sshPrnamt>27930</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27930</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>57636q104</cusip>
    <value>19174</value>
    <shrsOrPrnAmt>
      <sshPrnamt>86132</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>86132</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>580135101</cusip>
    <value>855</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5113</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5113</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MCKESSON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58155q103</cusip>
    <value>995</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>4484</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39209</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>39209</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>MID-AMERICA APARTMENT COMMUNIT</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>59522j103</cusip>
    <value>351</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3500</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>617446448</cusip>
    <value>1962</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42128</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42128</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>MPLX LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55336v100</cusip>
    <value>350</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10104</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10104</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65339f101</cusip>
    <value>990</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5905</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5905</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NUCOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>670346105</cusip>
    <value>1945</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30651</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>30651</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>ORACLE CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68389x105</cusip>
    <value>3353</value>
    <shrsOrPrnAmt>
      <sshPrnamt>65033</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>65033</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PAYPAL INC COM</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>70450y103</cusip>
    <value>6740</value>
    <shrsOrPrnAmt>
      <sshPrnamt>76725</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>76725</Sole>
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      <None>0</None>
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    <nameOfIssuer>PROSHARES TRUST ULTRA FINANCIA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74347x633</cusip>
    <value>582</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13440</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13440</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PROSHARES ULTRA QQQ</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74347r206</cusip>
    <value>1208</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>QORVO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74736k101</cusip>
    <value>1557</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20249</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20249</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>3449</value>
    <shrsOrPrnAmt>
      <sshPrnamt>47885</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>47885</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>RAINMAKER SYSTEMS COM NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>750875304</cusip>
    <value>0</value>
    <shrsOrPrnAmt>
      <sshPrnamt>151100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>151100</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ROYAL CARIBBEAN CRUISES LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>v7780t103</cusip>
    <value>5786</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44525</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>44525</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>806857108</cusip>
    <value>2213</value>
    <shrsOrPrnAmt>
      <sshPrnamt>36325</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>36325</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SIRIUS MINERALS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>b0dg3h2X4</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23700</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83088m102</cusip>
    <value>1074</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11840</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11840</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SPDR GOLD TR GOLD SHS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78463v107</cusip>
    <value>537</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4765</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4765</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STARBUCKS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>855244109</cusip>
    <value>4406</value>
    <shrsOrPrnAmt>
      <sshPrnamt>77516</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>77516</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SUNTRUST BANKS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>867914103</cusip>
    <value>204</value>
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    <nameOfIssuer>VISA INC-CLASS A SHARES</nameOfIssuer>
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    <nameOfIssuer>WALT DISNEY CO/THE</nameOfIssuer>
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    <value>523</value>
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    <nameOfIssuer>WRIGHT MED GROUP NV</nameOfIssuer>
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</informationTable>
