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
SMITH A O COM 831865209 2,494 48,750 SH   SOLE   48,750 0 0
AT&T INC COM 00206R102 224 5,403 SH   SOLE   5,403 0 0
ALPHABET INC CL A COM 02079K305 3,078 3,630 SH   SOLE   3,630 0 0
ALPHABET INC CL C COM 02079K107 1,700 2,049 SH   SOLE   2,049 0 0
ANADARKO PETE CORP COM 032511107 2,847 45,918 SH   SOLE   45,918 0 0
AMAZON.COM COM 023135106 306 345 SH   SOLE   345 0 0
AMBARELLA COM G037AX101 1,680 30,705 SH   SOLE   30,705 0 0
APACHE COM 037411105 2,404 46,775 SH   SOLE   46,775 0 0
APPLE INC COM 037833100 4,681 32,586 SH   SOLE   32,586 0 0
AUTOZONE COM 053332102 506 700 SH   SOLE   700 0 0
BERRY PLASTICS GROUP INC COM 08579W103 1,750 36,040 SH   SOLE   36,040 0 0
BLACKROCK INC COM 09247X101 3,282 8,559 SH   SOLE   8,559 0 0
CELGENE CORP COM 151020104 3,460 27,805 SH   SOLE   27,805 0 0
CISCO SYSTEMS COM 17275r102 224 6,630 SH   SOLE   6,630 0 0
CITIGROUP COM 172967424 2,938 49,120 SH   SOLE   49,120 0 0
COLGATE PALMOLIVE COM 194162103 679 9,280 SH   SOLE   9,280 0 0
COMMOSCOPE HOLDING CO INC COM 20337X109 3,946 94,605 SH   SOLE   94,605 0 0
DOMINION RES INC VA NEW COM 25746U109 561 7,238 SH   SOLE   7,238 0 0
DOW CHEMICAL COM 260543103 360 5,660 SH   SOLE   5,660 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 437 5,438 SH   SOLE   5,438 0 0
EXXON MOBIL CORP COM 30231G102 1,413 17,228 SH   SOLE   17,228 0 0
FLIR SYSTEMS INC COM 302445101 1,502 41,405 SH   SOLE   41,405 0 0
FACEBOOK INC COM 30303m102 3,813 26,840 SH   SOLE   26,840 0 0
FEDEX CORP COM 31428X106 4,027 20,636 SH   SOLE   20,636 0 0
GENERAL ELECTRIC CO COM 369604103 1,333 44,728 SH   SOLE   44,728 0 0
GENERAL MLS INC COM 370334104 236 4,000 SH   SOLE   4,000 0 0
HARRIS CORP COM 413875105 3,819 34,320 SH   SOLE   34,320 0 0
HOME DEPOT INC COM 437076102 3,566 24,285 SH   SOLE   24,285 0 0
INTEL CORP COM 458140100 2,747 76,155 SH   SOLE   76,155 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,438 19,744 SH   SOLE   19,744 0 0
JOHNSON & JOHNSON COM 478160104 398 3,195 SH   SOLE   3,195 0 0
KIMBERLY-CLARK COM 494368103 226 1,720 SH   SOLE   1,720 0 0
LUMINEX CORP DEL COM 55027E102 551 30,000 SH   SOLE   30,000 0 0
MAGNA INTL INC COM 559222401 2,768 64,125 SH   SOLE   64,125 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,068 43,198 SH   SOLE   43,198 0 0
MICROSEMI CORP COM 595137100 3,130 60,750 SH   SOLE   60,750 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,978 28,770 SH   SOLE   28,770 0 0
NATIONAL OILWELL VARCO COM 637071101 3,312 82,620 SH   SOLE   82,620 0 0
NIKE INC CL B 654106103 3,010 54,005 SH   SOLE   54,005 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,085 33,975 SH   SOLE   33,975 0 0
PAYPAL HOLDINGS INC COM 70450y103 3,217 74,783 SH   SOLE   74,783 0 0
PEPSICO INC COM 713448108 3,700 33,080 SH   SOLE   33,080 0 0
PIONEER NATURAL RESOURCES COM 723787107 3,951 21,214 SH   SOLE   21,214 0 0
PRAXAIR INC COM 74005P104 2,427 20,465 SH   SOLE   20,465 0 0
PROCTER & GAMBLE CO COM 742718109 1,077 11,989 SH   SOLE   11,989 0 0
RAYTHEON COM 755111507 3,559 23,340 SH   SOLE   23,340 0 0
SCHLUMBERGER COM 806857108 3,234 41,403 SH   SOLE   41,403 0 0
SIMMONS FIRST NATIONAL BANK COM 828730200 363 6,577 SH   SOLE   6,577 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,434 22,355 SH   SOLE   22,355 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,124 97,600 SH   SOLE   97,600 0 0
US BANCORP DEL COM NEW 902973304 3,594 69,780 SH   SOLE   69,780 0 0
WALT DISNEY COM 254687106 3,347 29,520 SH   SOLE   29,520 0 0
XPO LOGISTICS INC COM 983793100 2,278 47,575 SH   SOLE   47,575 0 0
ZIMMER VIOMET HOLDINGS COM 98956p102 3,071 25,152 SH   SOLE   25,152 0 0