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
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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
ALASKA AIR GROUP INC COM 011659109 1,704 29,240 SH   SOLE   29,240 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,056 37,300 SH   SOLE   37,300 0 0
BANK AMER CORP COM 060505104 1,194 90,000 SH   SOLE   90,000 0 0
CHEESECAKE FACTORY INC COM 163072101 5,725 118,920 SH   SOLE   118,920 0 0
CARNIVAL CORP PAIRED CTF 143658300 7,555 170,927 SH   SOLE   170,927 0 0
COLGATE PALMOLIVE CO COM 194162103 5,431 74,200 SH   SOLE   74,200 0 0
CUMMINS INC COM 231021106 2,457 21,850 SH   SOLE   21,850 0 0
DEERE & CO COM 244199105 2,604 32,130 SH   SOLE   32,130 0 0
LAUDER ESTEE COS INC CL A 518439104 3,992 43,855 SH   SOLE   43,855 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,134 28,150 SH   SOLE   28,150 0 0
FACEBOOK INC CL A 30303M102 9,210 80,590 SH   SOLE   80,590 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 11,995 206,910 SH   SOLE   206,910 0 0
ALPHABET INC CAP STK CL A 02079K305 5,160 7,334 SH   SOLE   7,334 0 0
ALPHABET INC CAP STK CL C 02079K107 5,270 7,615 SH   SOLE   7,615 0 0
HOME DEPOT INC COM 437076102 9,902 77,551 SH   SOLE   77,551 0 0
JPMORGAN CHASE & CO COM 46625H100 8,224 132,349 SH   SOLE   132,349 0 0
LOWES COS INC COM 548661107 2,115 26,710 SH   SOLE   26,710 0 0
MASTERCARD INC CL A 57636Q104 5,179 58,810 SH   SOLE   58,810 0 0
MONSANTO CO NEW COM 61166W101 3,056 29,554 SH   SOLE   29,554 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,327 191,200 SH   SOLE   191,200 0 0
PROCTER & GAMBLE CO COM 742718109 3,499 41,330 SH   SOLE   41,330 0 0
SHERWIN WILLIAMS CO COM 824348106 3,145 10,708 SH   SOLE   10,708 0 0
STARBUCKS CORP COM 855244109 2,666 46,680 SH   SOLE   46,680 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 2,127 263,851 SH   SOLE   263,851 0 0
UNITED CONTL HLDGS INC COM 910047109 7,131 173,747 SH   SOLE   173,747 0 0
US BANCORP DEL COM NEW 902973304 3,479 86,265 SH   SOLE   86,265 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,856 46,310 SH   SOLE   46,310 0 0
WELLS FARGO & CO NEW COM 949746101 1,084 22,900 SH   SOLE   22,900 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 3,278 26,370 SH   SOLE   26,370 0 0
WYNN RESORTS LTD COM 983134107 6,541 72,160 SH   SOLE   72,160 0 0