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
ACTIVISON BLIZZARD INC COM 00507V109 6,955 175,510 SH   SOLE   0 0 175,510
AETNA INC NEW COM 00817Y108 2,383 19,509 SH   SOLE   0 0 19,509
ALKERMES PLC SHS G01767105 506 11,712 SH   SOLE   0 0 11,712
ALLERGAN PLC SHS G0177J108 2,519 10,900 SH   SOLE   0 0 10,900
ALPHABET INC CAP STK CL C 02079K107 1,841 2,660 SH   SOLE   0 0 2,660
ALPHABET INC CAP STK CL A 02079K305 6,106 8,679 SH   SOLE   0 0 8,679
ALTRIA GROUP INC COM 02209S103 1,376 19,953 SH   SOLE   0 0 19,953
AMAZON COM INC COM 023135106 8,220 11,487 SH   SOLE   0 0 11,487
AMERICAN WTR WKS CO INC NEW COM 030420103 1,203 14,234 SH   SOLE   0 0 14,234
AMGEN INC COM 031162100 792 5,203 SH   SOLE   0 0 5,203
AMN HEALTHCARE SERVICES INC COM 001744101 2,103 52,608 SH   SOLE   0 0 52,608
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,897 160,400 SH   SOLE   0 0 160,400
APPLE INC COM 037833100 7,127 74,551 SH   SOLE   0 0 74,551
AT&T INC COM 00206R102 3,444 79,702 SH   SOLE   0 0 79,702
BANK OF THE OZARKS INC COM 063904106 1,000 26,655 SH   SOLE   0 0 26,655
BAXTER INTL INC COM 071813109 1,708 37,772 SH   SOLE   0 0 37,772
BROADCOM LTD SHS Y09827109 1,953 12,566 SH   SOLE   0 0 12,566
BROCADE COMMUNICATION SYS I COM NEW 111621306 553 60,200 SH   SOLE   0 0 60,200
CAMPBELL SOUP CO COM 134429109 2,375 35,700 SH   SOLE   0 0 35,700
CARRIZO OIL & GAS INC COM 144577103 1,685 47,000 SH   SOLE   0 0 47,000
CELANESE CORP DEL COM SER A 150870103 1,558 23,800 SH   SOLE   0 0 23,800
CELGENE CORP COM 151020104 2,290 23,220 SH   SOLE   0 0 23,220
CENTURYLINK INC COM 156700106 2,054 70,800 SH   SOLE   0 0 70,800
CIGNA CORPORATION COM 125509109 444 3,469 SH   SOLE   0 0 3,469
CIRRUS LOGIC INC COM 172755100 1,435 37,000 SH   SOLE   0 0 37,000
CLOROX CO DEL COM 189054109 2,491 18,000 SH   SOLE   0 0 18,000
COMMSCOPE HLDG CO INC COM 20337X109 510 16,426 SH   SOLE   0 0 16,426
CONSTELLATION BRANDS INC CL A 21036P108 7,654 46,274 SH   SOLE   0 0 46,274
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 2,530 61,400 SH   SOLE   0 0 61,400
DELTA AIR LINES INC DEL COM NEW 247361702 2,572 70,600 SH   SOLE   0 0 70,600
DIAMOND RESORTS INTL INC COM 25272T104 2,663 88,900 SH   SOLE   0 0 88,900
DISNEY WALT CO COM DISNEY 254687106 2,954 30,200 SH   SOLE   0 0 30,200
DR PEPPER SNAPPLE GROUP INC COM 26138E109 671 6,939 SH   SOLE   0 0 6,939
EASTMAN CHEM CO COM 277432100 1,086 16,000 SH   SOLE   0 0 16,000
ELECTRONIC ARTS INC COM 285512109 538 7,100 SH   SOLE   0 0 7,100
EOG RES INC COM 26875P101 794 9,517 SH   SOLE   0 0 9,517
EQUIFAX INC COM 294429105 2,324 18,100 SH   SOLE   0 0 18,100
EQUINIX INC COM PAR $0.001 29444U700 2,708 6,984 SH   SOLE   0 0 6,984
EXTRA SPACE STORAGE INC COM 30225T102 2,110 22,800 SH   SOLE   0 0 22,800
EXXON MOBIL CORP COM 30231G102 885 9,440 SH   SOLE   0 0 9,440
FACEBOOK INC CL A 30303M102 6,724 58,837 SH   SOLE   0 0 58,837
FISERV INC COM 337738108 2,196 20,200 SH   SOLE   0 0 20,200
FLAGSTAR BANCORP INC COM PAR .001 337930705 1,077 44,120 SH   SOLE   0 0 44,120
FLEETCOR TECHNOLOGIES INC COM 339041105 700 4,891 SH   SOLE   0 0 4,891
FREEPORT-MCMORAN INC CL B 35671D857 624 55,970 SH   SOLE   0 0 55,970
FRESH DEL MONTE PRODUCE INC COM G36738105 638 11,723 SH   SOLE   0 0 11,723
GILEAD SCIENCES INC COM 375558103 4,254 50,991 SH   SOLE   0 0 50,991
GOODYEAR TIRE & RUBR CO COM 382550101 1,763 68,700 SH   SOLE   0 0 68,700
HCA HOLDINGS INC COM 40412C101 2,268 29,447 SH   SOLE   0 0 29,447
HILL ROM HLDGS INC COM 431475102 1,932 38,300 SH   SOLE   0 0 38,300
HMS HLDGS CORP COM 40425J101 677 38,458 SH   SOLE   0 0 38,458
HOME DEPOT INC COM 437076102 4,775 37,392 SH   SOLE   0 0 37,392
HORMEL FOODS CORP COM 440452100 1,889 51,600 SH   SOLE   0 0 51,600
INGREDION INC COM 457187102 2,769 21,400 SH   SOLE   0 0 21,400
IRON MTN INC NEW COM 46284V101 1,127 28,307 SH   SOLE   0 0 28,307
JETBLUE AIRWAYS CORP COM 477143101 2,148 129,726 SH   SOLE   0 0 129,726
LABORATORY CORP AMER HLDGS COM NEW 50540R409 736 5,649 SH   SOLE   0 0 5,649
LAMAR ADVER CO NEW CL A 512816109 1,134 17,100 SH   SOLE   0 0 17,100
LEAR CORP COM NEW 521865204 564 5,542 SH   SOLE   0 0 5,542
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 415 5,581 SH   SOLE   0 0 5,581
MARATHON PETE CORP COM 56585A102 348 9,174 SH   SOLE   0 0 9,174
MARTIN MARIETTA MATLS INC COM 573284106 403 2,097 SH   SOLE   0 0 2,097
MAXLINEAR INC CL A 57776J100 2,381 132,400 SH   SOLE   0 0 132,400
MICROSOFT CORP COM 594918104 1,223 23,900 SH   SOLE   0 0 23,900
MONSTER BEVERAGE CORP NEW COM 61174X109 925 5,755 SH   SOLE   0 0 5,755
MOTOROLA SOLUTIONS INC COM NEW 620076307 607 9,200 SH   SOLE   0 0 9,200
MSCI INC COM 55354G100 609 7,897 SH   SOLE   0 0 7,897
NETEASE INC SPONSORED ADR 64110W102 3,680 19,046 SH   SOLE   0 0 19,046
NETFLIX INC COM 64110L106 1,853 20,260 SH   SOLE   0 0 20,260
NIKE INC CL B 654106103 2,412 43,700 SH   SOLE   0 0 43,700
NORTHROP GRUMMAN CORP COM 666807102 4,545 20,449 SH   SOLE   0 0 20,449
O REILLY AUTOMOTIVE INC NEW COM 67103H107 4,690 17,300 SH   SOLE   0 0 17,300
OWENS ILL INC COM NEW 690768403 450 24,993 SH   SOLE   0 0 24,993
PULTE GROUP INC COM 745867101 363 18,600 SH   SOLE   0 0 18,600
REGENERON PHARMACEUTICALS COM 75886F107 877 2,511 SH   SOLE   0 0 2,511
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 562 8,370 SH   SOLE   0 0 8,370
SALESFORCE COM INC COM 79466L302 1,242 15,636 SH   SOLE   0 0 15,636
SKYWORKS SOLUTIONS INC COM 83088M102 2,082 32,900 SH   SOLE   0 0 32,900
STAMPS COM INC COM NEW 852857200 1,897 21,700 SH   SOLE   0 0 21,700
STARBUCKS CORP COM 855244109 2,153 37,688 SH   SOLE   0 0 37,688
STRYKER CORP COM 863667101 4,410 36,800 SH   SOLE   0 0 36,800
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,350 89,600 SH   SOLE   0 0 89,600
TERADYNE INC COM 880770102 563 28,600 SH   SOLE   0 0 28,600
TESSERA TECHNOLOGIES INC COM 88164L100 358 11,688 SH   SOLE   0 0 11,688
TYSON FOODS INC CL A 902494103 2,244 33,600 SH   SOLE   0 0 33,600
UNITED CONTL HLDGS INC COM 910047109 1,619 39,449 SH   SOLE   0 0 39,449
UNITEDHEALTH GROUP INC COM 91324P102 3,392 24,022 SH   SOLE   0 0 24,022
U S G CORP COM NEW 903293405 379 14,056 SH   SOLE   0 0 14,056
VALERO ENERGY CORP NEW COM 91913Y100 2,380 46,671 SH   SOLE   0 0 46,671
VERISIGN INC COM 92343E102 341 3,941 SH   SOLE   0 0 3,941
WASTE MGMT INC DEL COM 94106L109 423 6,381 SH   SOLE   0 0 6,381
WHITEWAVE FOODS CO COM 966244105 682 14,531 SH   SOLE   0 0 14,531