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 4,971 43,080 SH   SOLE   0 0 43,080
ACTIVISION BLIZZARD INC CS 00507V109 15,303 452,215 SH   SOLE   210,000 0 242,215
ACUITY BRANDS INC CS 00508Y102 363 1,665 SH   SOLE   0 0 1,665
ALIGN TECHNOLOGY INC CS 016255101 7,135 98,155 SH   SOLE   9,105 0 89,050
ALLEGHENY TECHNOLOGIES INC CS 01741R102 177 10,860 SH   SOLE   0 0 10,860
ALPHABET INC CAP STK CL C CS 02079K107 15,697 21,071 SH   SOLE   12,215 0 8,856
AMAZON COM INC CS 023135106 18,644 31,407 SH   SOLE   1,625 0 29,782
AMTECH SYS INC CS 032332504 172 26,465 SH   SOLE   0 0 26,465
ANSYS INC CS 03662Q105 210 2,350 SH   SOLE   0 0 2,350
ASSURANT INC CS 04621X108 4,413 57,195 SH   SOLE   0 0 57,195
ASTORIA FINL CORP CS 046265104 485 30,635 SH   SOLE   0 0 30,635
AT AND T INC CS 00206R102 23,795 607,487 SH   SOLE   204,322 0 403,165
ATMOS ENERGY CORP CS 049560105 8,697 117,113 SH   SOLE   13,810 0 103,303
BANK HAWAII CORP CS 062540109 602 8,810 SH   SOLE   0 0 8,810
BROADCOM LTD SHS CS Y09827109 205 1,325 SH   SOLE   0 0 1,325
BROWN FORMAN CORP CS 115637209 4,301 43,680 SH   SOLE   0 0 43,680
CADENCE DESIGN SYSTEM INC CS 127387108 12,379 524,980 SH   SOLE   39,075 0 485,905
CARNIVAL CORP CS 143658300 355 6,720 SH   SOLE   0 0 6,720
CBOE HLDGS INC CS 12503M108 1,042 15,945 SH   SOLE   130 0 15,815
CENTENE CORP DEL CS 15135B101 803 13,038 SH   SOLE   0 0 13,038
CHUBB LIMITED COM CS H1467J104 5,722 48,025 SH   SOLE   190 0 47,835
CLAYMORE EXCHANGE TRADED FD CO ETF 18383M548 2,390 105,552 SH   SOLE   3,535 0 102,017
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 2,472 117,124 SH   SOLE   3,905 0 113,219
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M530 2,426 114,871 SH   SOLE   3,835 0 111,036
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 2,462 115,069 SH   SOLE   3,825 0 111,244
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M258 2,442 115,996 SH   SOLE   3,905 0 112,091
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 2,454 115,660 SH   SOLE   3,855 0 111,805
CLOROX CO DEL CS 189054109 11,314 89,749 SH   SOLE   0 0 89,749
CMS ENERGY CORP CS 125896100 10,794 254,333 SH   SOLE   0 0 254,333
COCA-COLA ENTERPRISES INC NE CS 19122T109 1,341 26,430 SH   SOLE   0 0 26,430
COMPUTER SCIENCES CORP CS 205363104 14,218 413,430 SH   SOLE   147,590 0 265,840
CONSOLIDATED EDISON INC CS 209115104 591 7,710 SH   SOLE   0 0 7,710
CONSTELLATION BRANDS INC CS 21036P108 5,058 33,475 SH   SOLE   8,040 0 25,435
CONVERGYS CORP CS 212485106 429 15,450 SH   SOLE   0 0 15,450
COOPER TIRE AND RUBR CO CS 216831107 592 15,980 SH   SOLE   0 0 15,980
CRACKER BARREL OLD CTRY STOR CS 22410J106 403 2,640 SH   SOLE   0 0 2,640
CROWN CASTLE INTL CORP NEW CS 22822V101 1,274 14,730 SH   SOLE   6,130 0 8,600
DELTA AIR LINES INC DEL CS 247361702 23,643 485,687 SH   SOLE   146,430 0 339,257
DISNEY WALT CO CS 254687106 219 2,202 SH   SOLE   0 0 2,202
DR PEPPER SNAPPLE GROUP INC CS 26138E109 17,981 201,090 SH   SOLE   11,250 0 189,840
EXPEDIA INC DEL CS 30212P303 9,264 85,921 SH   SOLE   0 0 85,921
EXTRA SPACE STORAGE INC CS 30225T102 8,082 86,475 SH   SOLE   130 0 86,345
FEDERAL REALTY INVT TR CS 313747206 4,558 29,210 SH   SOLE   120 0 29,090
GENERAL GROWTH PPTYS INC NEW CS 370023103 1,345 45,250 SH   SOLE   0 0 45,250
GLOBAL PMTS INC CS 37940X102 3,830 58,654 SH   SOLE   0 0 58,654
GOODYEAR TIRE AND RUBR CO CS 382550101 4,148 125,780 SH   SOLE   390 0 125,390
HOME DEPOT INC CS 437076102 6,260 46,913 SH   SOLE   7,555 0 39,358
INDEXIQ ETF TR GLB AGRI SM CP ETF 45409B834 445 14,990 SH   SOLE   0 0 14,990
INTERCONTINENTALEXCHANGE GRO CS 45866F104 11,668 49,621 SH   SOLE   3,100 0 46,521
INTERPUBLIC GROUP COS INC CS 460690100 4,554 198,425 SH   SOLE   380 0 198,045
INTUITIVE SURGICAL INC CS 46120E602 21,171 35,223 SH   SOLE   12,425 0 22,798
ISHARES INC MSCI BELGIUM ETF 464286301 458 25,910 SH   SOLE   0 0 25,910
ISHARES TR DJ AEROSPACE ETF 464288760 767 6,560 SH   SOLE   0 0 6,560
ISHARES TR DJ CON NON CYCL ETF 464287812 1,345 11,950 SH   SOLE   0 0 11,950
ISHARES TR DJ INS INDX FD ETF 464288786 1,148 23,000 SH   SOLE   0 0 23,000
ISHARES TR DJ MED DEVICES ETF 464288810 489 3,990 SH   SOLE   0 0 3,990
ISHARES TR DJ US CON CYCL ETF 464287580 1,258 8,630 SH   SOLE   0 0 8,630
ISHARES TR GLMN SCHS SOFT ETF 464287515 1,254 12,460 SH   SOLE   0 0 12,460
ISHARES TR IRLND CPD INVT ETF 46429B507 481 11,960 SH   SOLE   0 0 11,960
ISHARES TR MSCI DENMRK CP ETF 46429B523 525 9,290 SH   SOLE   0 0 9,290
ISHARES TR SANDP GBL TELCM ETF 464287275 1,040 16,700 SH   SOLE   0 0 16,700
ISHARES TR ZEALAND INVST ETF 464289123 515 12,520 SH   SOLE   0 0 12,520
KELLOGG CO CS 487836108 403 5,270 SH   SOLE   0 0 5,270
KIMBERLY CLARK CORP CS 494368103 385 2,865 SH   SOLE   200 0 2,665
KLA-TENCOR CORP CS 482480100 13,041 179,110 SH   SOLE   44,140 0 134,970
LAUDER ESTEE COS INC CS 518439104 17,813 188,880 SH   SOLE   95,425 0 93,455
LIGAND PHARMACEUTICALS INC CS 53220K504 7,662 71,550 SH   SOLE   67,000 0 4,550
LOCKHEED MARTIN CORP CS 539830109 720 3,249 SH   SOLE   0 0 3,249
MANHATTAN ASSOCS INC CS 562750109 4,284 75,330 SH   SOLE   0 0 75,330
MARKIT LTD CS G58249106 1,163 32,910 SH   SOLE   430 0 32,480
MATTEL INC CS 577081102 4,461 132,680 SH   SOLE   970 0 131,710
MCCORMICK AND CO INC CS 579780206 7,871 79,120 SH   SOLE   74,000 0 5,120
METTLER TOLEDO INTERNATIONAL CS 592688105 455 1,320 SH   SOLE   0 0 1,320
MICROSOFT CORP CS 594918104 12,677 229,533 SH   SOLE   380 0 229,153
MID-AMER APT CMNTYS INC CS 59522J103 289 2,830 SH   SOLE   0 0 2,830
MOLSON COORS BREWING CO CS 60871R209 13,384 139,160 SH   SOLE   90,290 0 48,870
MONDELEZ INTL INC CS 609207105 4,413 110,006 SH   SOLE   0 0 110,006
MSCI INC CS 55354G100 8,502 114,765 SH   SOLE   100,000 0 14,765
NASDAQ STOCK MARKET INC CS 631103108 17,756 267,495 SH   SOLE   110,000 0 157,495
NATIONAL PRESTO INDS INC CS 637215104 263 3,140 SH   SOLE   0 0 3,140
NETFLIX COM INC CS 64110L106 10,405 101,785 SH   SOLE   70,000 0 31,785
NIELSEN HLDGS PLC CS G6518L108 292 5,545 SH   SOLE   365 0 5,180
NVIDIA CORP CS 67066G104 14,741 413,718 SH   SOLE   250,770 0 162,948
OLD REP INTL CORP CS 680223104 961 52,545 SH   SOLE   510 0 52,035
ORBITAL ATK INC CS 68557N103 788 9,065 SH   SOLE   0 0 9,065
PANERA BREAD CO CS 69840W108 6,141 29,980 SH   SOLE   24,110 0 5,870
PEOPLES UNITED FINANCIAL INC CS 712704105 727 45,611 SH   SOLE   550 0 45,061
POST HLDGS INC CS 737446104 224 3,250 SH   SOLE   0 0 3,250
POWERSHARES ETF TR II SANDP SM ETF 73937B860 839 15,240 SH   SOLE   0 0 15,240
POWERSHARES ETF TR II SANDP SM ETF 73937B886 847 12,780 SH   SOLE   0 0 12,780
PROCTER AND GAMBLE CO CS 742718109 382 4,640 SH   SOLE   0 0 4,640
PROGRESSIVE CORP OHIO CS 743315103 17,000 483,765 SH   SOLE   25,595 0 458,170
RAYTHEON CO CS 755111507 19,666 160,368 SH   SOLE   6,220 0 154,148
REALTY INCOME CORP CS 756109104 470 7,520 SH   SOLE   0 0 7,520
RENAISSANCE RE HLDGS LTD CS G7496G103 7,446 62,140 SH   SOLE   62,000 0 140
RICE ENERGY INC CS 762760106 193 13,850 SH   SOLE   0 0 13,850
ROSS STORES INC CS 778296103 1,023 17,660 SH   SOLE   0 0 17,660
RYANAIR HLDGS PLC SPONSORED AD ADR 783513203 6,469 75,381 SH   SOLE   58,500 0 16,881
SELECT SECTOR SPDR TR SBI INT- ETF 81369Y886 748 15,070 SH   SOLE   0 0 15,070
SIGNATURE BK NEW YORK N Y CS 82669G104 932 6,850 SH   SOLE   0 0 6,850
SIMON PPTY GROUP INC NEW CS 828806109 326 1,570 SH   SOLE   0 0 1,570
SONIC CORP CS 835451105 2,815 80,060 SH   SOLE   0 0 80,060
STARBUCKS CORP CS 855244109 16,977 284,367 SH   SOLE   180 0 284,187
SYNOVUS FINL CORP CS 87161C501 4,066 140,630 SH   SOLE   0 0 140,630
SYSCO CORP CS 871829107 853 18,255 SH   SOLE   520 0 17,735
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 10,814 412,755 SH   SOLE   29,560 0 383,195
TORO CO CS 891092108 5,283 61,350 SH   SOLE   20 0 61,330
TYSON FOODS INC CS 902494103 378 5,670 SH   SOLE   0 0 5,670
ULTA SALON COSMETCS N FRAG I CS 90384S303 15,573 80,381 SH   SOLE   37,060 0 43,321
VAIL RESORTS INC CS 91879Q109 1,726 12,910 SH   SOLE   6,050 0 6,860
VISA INC CS 92826C839 6,205 81,138 SH   SOLE   30 0 81,108
VISTEON CORP CS 92839U206 2,210 27,767 SH   SOLE   110 0 27,657
WASTE MGMT INC DEL CS 94106L109 20,507 347,574 SH   SOLE   166,105 0 181,469
WATERS CORP CS 941848103 1,119 8,480 SH   SOLE   70 0 8,410
WEBMD HEALTH CORP CS 94770V102 4,944 78,945 SH   SOLE   705 0 78,240
WEC ENERGY GROUP INC COM CS 92939U106 7,028 117,000 SH   SOLE   117,000 0 0
WEINGARTEN RLTY INVS CS 948741103 1,021 27,210 SH   SOLE   0 0 27,210
WESTAR ENERGY INC CS 95709T100 216 4,345 SH   SOLE   0 0 4,345
WYNN RESORTS LTD CS 983134107 205 2,190 SH   SOLE   0 0 2,190
XCEL ENERGY INC CS 98389B100 6,893 164,818 SH   SOLE   0 0 164,818
XILINX INC CS 983919101 6,059 127,740 SH   SOLE   0 0 127,740