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
ACCENTURE PLC IRELAND CS G1151C101 4,529 43,340 SH   SOLE   0 0 43,340
ACHAOGEN INC CS 004449104 220 38,315 SH   SOLE   0 0 38,315
ACTIVISION BLIZZARD INC CS 00507V109 18,206 470,305 SH   SOLE   225,000 0 245,305
ACUITY BRANDS INC CS 00508Y102 462 1,975 SH   SOLE   0 0 1,975
ALPHABET INC CAP STK CL C CS 02079K107 12,598 16,601 SH   SOLE   11,300 0 5,301
AMAZON COM INC CS 023135106 20,623 30,512 SH   SOLE   1,510 0 29,002
AMTECH SYS INC CS 032332504 182 29,002 SH   SOLE   0 0 29,002
ANSYS INC CS 03662Q105 732 7,913 SH   SOLE   0 0 7,913
ASSURANT INC CS 04621X108 5,317 66,015 SH   SOLE   0 0 66,015
ASTORIA FINL CORP CS 046265104 498 31,425 SH   SOLE   0 0 31,425
ATMOS ENERGY CORP CS 049560105 6,661 105,660 SH   SOLE   12,520 0 93,140
AVAGO TECHNOLOGIES LTD CS Y0486S104 210 1,445 SH   SOLE   0 0 1,445
BANK HAWAII CORP CS 062540109 604 9,600 SH   SOLE   0 0 9,600
BANK OF NEW YORK MELLON CORP CS 064058100 379 9,196 SH   SOLE   0 0 9,196
BROADRIDGE FINL SOLUTIONS IN CS 11133T103 262 4,875 SH   SOLE   0 0 4,875
BROWN FORMAN CORP CS 115637209 4,498 45,305 SH   SOLE   0 0 45,305
BRUNSWICK CORP CS 117043109 661 13,080 SH   SOLE   0 0 13,080
CADENCE DESIGN SYSTEM INC CS 127387108 10,485 503,840 SH   SOLE   35,470 0 468,370
CARNIVAL CORP CS 143658300 366 6,710 SH   SOLE   0 0 6,710
CBOE HLDGS INC CS 12503M108 868 13,375 SH   SOLE   0 0 13,375
CHUBB CORP CS 171232101 666 5,020 SH   SOLE   0 0 5,020
CITRIX SYS INC CS 177376100 668 8,836 SH   SOLE   4,540 0 4,296
CLAYMORE EXCHANGE TRADED FD CO ETF 18383M548 2,256 100,168 SH   SOLE   425 0 99,743
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 2,393 114,686 SH   SOLE   485 0 114,201
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 2,377 115,868 SH   SOLE   495 0 115,373
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M530 2,389 113,630 SH   SOLE   485 0 113,145
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M258 2,246 110,705 SH   SOLE   475 0 110,230
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 2,381 113,961 SH   SOLE   485 0 113,476
CLOROX CO DEL CS 189054109 11,810 93,115 SH   SOLE   0 0 93,115
CMS ENERGY CORP CS 125896100 8,889 246,360 SH   SOLE   0 0 246,360
COCA-COLA ENTERPRISES INC NE CS 19122T109 1,322 26,840 SH   SOLE   0 0 26,840
COGNIZANT TECHNOLOGY SOLUTIO CS 192446102 1,083 18,040 SH   SOLE   0 0 18,040
CONSOLIDATED EDISON INC CS 209115104 494 7,690 SH   SOLE   0 0 7,690
CONSTELLATION BRANDS INC CS 21036P108 4,119 28,915 SH   SOLE   7,430 0 21,485
CONVERGYS CORP CS 212485106 385 15,450 SH   SOLE   0 0 15,450
COOPER TIRE AND RUBR CO CS 216831107 1,006 26,590 SH   SOLE   0 0 26,590
COSTCO WHSL CORP CS 22160K105 20,208 125,129 SH   SOLE   51,140 0 73,989
D R HORTON INC CS 23331A109 9,810 306,290 SH   SOLE   244,860 0 61,430
DBX ETF TR EAFE CURR HDG ETF 233051200 1,133 41,715 SH   SOLE   0 0 41,715
DBX ETF TR JAPAN CURR HDG ETF 233051507 1,176 30,870 SH   SOLE   0 0 30,870
DELTA AIR LINES INC DEL CS 247361702 23,161 456,910 SH   SOLE   145,100 0 311,810
DISNEY WALT CO CS 254687106 251 2,392 SH   SOLE   0 0 2,392
DR PEPPER SNAPPLE GROUP INC CS 26138E109 18,246 195,775 SH   SOLE   10,420 0 185,355
DST SYS INC DEL CS 233326107 2,566 22,495 SH   SOLE   0 0 22,495
E TRADE FINANCIAL CORP CS 269246401 13,743 463,680 SH   SOLE   23,290 0 440,390
EQUITY RESIDENTIAL CS 29476L107 1,438 17,630 SH   SOLE   0 0 17,630
EXPEDIA INC DEL CS 30212P303 18,490 148,755 SH   SOLE   60,000 0 88,755
EXTRA SPACE STORAGE INC CS 30225T102 7,646 86,675 SH   SOLE   0 0 86,675
FIRST HORIZON NATL CORP CS 320517105 4,397 302,800 SH   SOLE   284,000 0 18,800
FIRST TR NASDAQ ABA CMNTY BK U ETF 33736Q104 822 21,100 SH   SOLE   0 0 21,100
FORTUNE BRANDS HOME N SEC IN CS 34964C106 225 4,055 SH   SOLE   0 0 4,055
FRESH DEL MONTE PRODUCE INC CS G36738105 868 22,337 SH   SOLE   0 0 22,337
GLOBAL PMTS INC CS 37940X102 12,631 195,804 SH   SOLE   15,460 0 180,344
GOODYEAR TIRE AND RUBR CO CS 382550101 4,136 126,590 SH   SOLE   390 0 126,200
HEALTH NET INC CS 42222G108 6,884 100,550 SH   SOLE   0 0 100,550
HOME DEPOT INC CS 437076102 5,614 42,453 SH   SOLE   7,005 0 35,448
ILLUMINA INC CS 452327109 220 1,145 SH   SOLE   0 0 1,145
IMPERVA INC CS 45321L100 6,458 102,008 SH   SOLE   80,000 0 22,008
INTERCONTINENTALEXCHANGE GRO CS 45866F104 12,120 47,295 SH   SOLE   2,930 0 44,365
INTERPUBLIC GROUP COS INC CS 460690100 524 22,530 SH   SOLE   0 0 22,530
ISHARES INC MSCI ISRAEL FD ETF 464286632 425 8,630 SH   SOLE   0 0 8,630
ISHARES TR DJ CON NON CYCL ETF 464287812 1,330 12,270 SH   SOLE   0 0 12,270
ISHARES TR DJ INS INDX FD ETF 464288786 1,200 23,460 SH   SOLE   0 0 23,460
ISHARES TR DJ PHARMA INDX ETF 464288836 1,427 8,824 SH   SOLE   0 0 8,824
ISHARES TR DJ US CON CYCL ETF 464287580 1,282 8,860 SH   SOLE   0 0 8,860
ISHARES TR GLMN SCHS SOFT ETF 464287515 1,044 10,060 SH   SOLE   0 0 10,060
ISHARES TR IRLND CPD INVT ETF 46429B507 515 12,390 SH   SOLE   0 0 12,390
ISHARES TR MSCI DENMRK CP ETF 46429B523 537 9,610 SH   SOLE   0 0 9,610
J P MORGAN CHASE AND CO CS 46625H100 3,473 52,595 SH   SOLE   0 0 52,595
JETBLUE AWYS CORP CS 477143101 644 28,443 SH   SOLE   0 0 28,443
KELLOGG CO CS 487836108 381 5,270 SH   SOLE   0 0 5,270
KROGER CO CS 501044101 17,274 412,952 SH   SOLE   77,000 0 335,952
LIGAND PHARMACEUTICALS INC CS 53220K504 7,792 71,870 SH   SOLE   67,000 0 4,870
LOCKHEED MARTIN CORP CS 539830109 688 3,169 SH   SOLE   0 0 3,169
LOWES COS INC CS 548661107 707 9,300 SH   SOLE   0 0 9,300
MANHATTAN ASSOCS INC CS 562750109 5,131 77,550 SH   SOLE   0 0 77,550
MARKIT LTD CS G58249106 977 32,390 SH   SOLE   430 0 31,960
MATSON INC CS 57686G105 2,469 57,920 SH   SOLE   56,000 0 1,920
MCCORMICK AND CO INC CS 579780206 3,683 43,040 SH   SOLE   40,000 0 3,040
MID-AMER APT CMNTYS INC CS 59522J103 257 2,830 SH   SOLE   0 0 2,830
MOLSON COORS BREWING CO CS 60871R209 12,673 134,930 SH   SOLE   90,000 0 44,930
MONDELEZ INTL INC CS 609207105 5,555 123,880 SH   SOLE   0 0 123,880
MSCI INC CS 55354G100 8,278 114,765 SH   SOLE   100,000 0 14,765
NASDAQ STOCK MARKET INC CS 631103108 15,827 272,085 SH   SOLE   110,000 0 162,085
NATIONAL PRESTO INDS INC CS 637215104 260 3,140 SH   SOLE   0 0 3,140
NEOGEN CORP CS 640491106 226 4,005 SH   SOLE   0 0 4,005
NETEASE COM INC ADR 64110W102 21,395 118,046 SH   SOLE   61,910 0 56,136
NETFLIX COM INC CS 64110L106 12,099 105,775 SH   SOLE   72,500 0 33,275
NORTHERN TR CORP CS 665859104 15,414 213,810 SH   SOLE   105,000 0 108,810
NORWEGIAN CRUISE LINE HLDGS CS G66721104 265 4,523 SH   SOLE   0 0 4,523
NUVASIVE INC CS 670704105 2,216 40,960 SH   SOLE   0 0 40,960
NVIDIA CORP CS 67066G104 572 17,365 SH   SOLE   0 0 17,365
OLD REP INTL CORP CS 680223104 782 41,975 SH   SOLE   0 0 41,975
ORBITAL ATK INC CS 68557N103 281 3,145 SH   SOLE   0 0 3,145
PALO ALTO NETWORKS INC CS 697435105 521 2,960 SH   SOLE   0 0 2,960
PAYCHEX INC CS 704326107 17,392 328,826 SH   SOLE   110,000 0 218,826
PEOPLES UNITED FINANCIAL INC CS 712704105 4,931 305,326 SH   SOLE   0 0 305,326
POST HLDGS INC CS 737446104 201 3,250 SH   SOLE   0 0 3,250
POWERSECURE INTL INC CS 73936N105 201 13,355 SH   SOLE   0 0 13,355
POWERSHARES ETF TR II SANDP SM ETF 73937B886 936 13,030 SH   SOLE   0 0 13,030
POWERSHARES ETF TR II SANDP SM ETF 73937B860 823 15,730 SH   SOLE   0 0 15,730
PROGRESSIVE CORP OHIO CS 743315103 15,046 473,130 SH   SOLE   23,745 0 449,385
RAYTHEON CO CS 755111507 19,449 156,180 SH   SOLE   5,510 0 150,670
RED HAT INC CS 756577102 1,428 17,250 SH   SOLE   0 0 17,250
RENAISSANCE RE HLDGS LTD CS G7496G103 7,923 70,000 SH   SOLE   70,000 0 0
ROSS STORES INC CS 778296103 950 17,660 SH   SOLE   0 0 17,660
ROYAL CARIBBEAN CRUISES LTD CS V7780T103 22,747 224,752 SH   SOLE   97,880 0 126,872
RYANAIR HLDGS PLC SPONSORED AD ADR 783513203 6,522 75,439 SH   SOLE   58,500 0 16,939
SALESFORCE COM INC CS 79466L302 18,921 241,335 SH   SOLE   74,790 0 166,545
SCHOLASTIC CORP CS 807066105 1,698 44,047 SH   SOLE   0 0 44,047
SEI INVESTMENTS CO CS 784117103 598 11,415 SH   SOLE   0 0 11,415
SIGNATURE BK NEW YORK N Y CS 82669G104 1,061 6,920 SH   SOLE   0 0 6,920
SIMON PPTY GROUP INC NEW CS 828806109 305 1,570 SH   SOLE   0 0 1,570
SNYDERS-LANCE INC CS 833551104 306 8,914 SH   SOLE   0 0 8,914
STARBUCKS CORP CS 855244109 17,041 283,872 SH   SOLE   0 0 283,872
STERIS PLC CS G84720104 1,973 26,185 SH   SOLE   0 0 26,185
SYNOPSYS INC CS 871607107 1,010 22,150 SH   SOLE   0 0 22,150
SYNOVUS FINL CORP CS 87161C501 5,069 156,550 SH   SOLE   0 0 156,550
SYSCO CORP CS 871829107 297 7,250 SH   SOLE   320 0 6,930
TEMPUR PEDIC INTL INC CS 88023U101 221 3,130 SH   SOLE   0 0 3,130
TORCHMARK CORP CS 891027104 1,006 17,600 SH   SOLE   0 0 17,600
TOWERS WATSON N CO CS 891894107 208 1,620 SH   SOLE   0 0 1,620
TYSON FOODS INC CS 902494103 234 4,380 SH   SOLE   0 0 4,380
ULTA SALON COSMETCS N FRAG I CS 90384S303 16,390 88,595 SH   SOLE   40,000 0 48,595
VCA ANTECH INC CS 918194101 916 16,650 SH   SOLE   0 0 16,650
VISA INC CS 92826C839 11,616 149,785 SH   SOLE   0 0 149,785
VISTEON CORP CS 92839U206 3,037 26,520 SH   SOLE   110 0 26,410
WALGREENS BOOTS ALLIANCE INC C CS 931427108 429 5,035 SH   SOLE   0 0 5,035
WASTE MGMT INC DEL CS 94106L109 17,720 332,030 SH   SOLE   164,490 0 167,540
WATERS CORP CS 941848103 1,128 8,380 SH   SOLE   0 0 8,380
WEC ENERGY GROUP INC COM CS 92939U106 4,105 80,000 SH   SOLE   80,000 0 0
XCEL ENERGY INC CS 98389B100 5,989 166,790 SH   SOLE   0 0 166,790
ZOETIS INC CS 98978V103 206 4,300 SH   SOLE   0 0 4,300