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
AMAZON COM INC COM 023135106 9,310 27,678 SH   SOLE 27,678 0 0
ATMOS ENERGY CORP COM 049560105 2,992 63,476 SH   SOLE 63,476 0 0
CAMPBELL SOUP CO COM 134429109 6,959 155,054 SH   SOLE 155,054 0 0
CENTERPOINT ENERGY INC COM 15189T107 2,677 112,969 SH   SOLE 112,969 0 0
COLGATE PALMOLIVE CO COM 194162103 6,905 106,446 SH   SOLE 106,446 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,971 62,422 SH   SOLE 62,422 0 0
DARDEN RESTAURANTS INC COM 237194105 5,532 108,976 SH   SOLE 108,976 0 0
DILLARDS INC CL A 254067101 6,902 74,695 SH   SOLE 74,695 0 0
DIRECTV COM 25490A309 7,460 97,615 SH   SOLE 97,615 0 0
DOLLAR GEN CORP NEW COM 256677105 6,221 112,135 SH   SOLE 112,135 0 0
DOMINOS PIZZA INC COM 25754A201 8,186 106,359 SH   SOLE 106,359 0 0
FEDEX CORP COM 31428X106 7,569 57,095 SH   SOLE 57,095 0 0
GENERAL MLS INC COM 370334104 6,825 131,725 SH   SOLE 131,725 0 0
HONDA MOTOR LTD AMERN SHS 438128308 5,363 151,760 SH   SOLE 151,760 0 0
JETBLUE AIRWAYS CORP COM 477143101 7,721 888,481 SH   SOLE 888,481 0 0
JPMORGAN CHASE & CO COM 46625H100 6,966 114,755 SH   SOLE 114,755 0 0
LOWES COS INC COM 548661107 6,948 142,089 SH   SOLE 142,089 0 0
MARRIOTT INTL INC NEW CL A 571903202 7,376 131,669 SH   SOLE 131,669 0 0
NETFLIX INC COM 64110L106 7,311 20,766 SH   SOLE 20,766 0 0
PEPSICO INC COM 713448108 6,629 79,399 SH   SOLE 79,399 0 0
PROCTER & GAMBLE CO COM 742718109 6,731 83,508 SH   SOLE 83,508 0 0
SCHWAB CHARLES CORP NEW COM 808513105 7,205 263,602 SH   SOLE 263,602 0 0
SOUTHERN CO COM 842587107 2,516 57,255 SH   SOLE 57,255 0 0
SOUTHWEST AIRLS CO COM 844741108 9,929 420,568 SH   SOLE 420,568 0 0
STAPLES INC COM 855030102 5,377 474,194 SH   SOLE 474,194 0 0
STARBUCKS CORP COM 855244109 6,866 93,566 SH   SOLE 93,566 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 5,063 44,849 SH   SOLE 44,849 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,233 110,014 SH   SOLE 110,014 0 0
WELLPOINT INC COM 94973V107 7,516 75,496 SH   SOLE 75,496 0 0
YUM BRANDS INC COM 988498101 6,089 80,768 SH   SOLE 80,768 0 0