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 3,031 49,465 SH   SOLE   49,465 0 0
AT&T INC COM 00206R102 210 5,403 SH   SOLE   5,403 0 0
ACCENTURE LTD CL A COM g1151c101 3,445 22,500 SH   SOLE   22,500 0 0
ALPHABET INC CL A COM 02079K305 3,715 3,527 SH   SOLE   3,527 0 0
ALPHABET INC CL C COM 02079K107 1,034 988 SH   SOLE   988 0 0
ANADARKO PETE CORP COM 032511107 2,540 47,345 SH   SOLE   47,345 0 0
AMAZON.COM COM 023135106 296 253 SH   SOLE   253 0 0
AMBARELLA COM G037AX101 1,822 31,010 SH   SOLE   31,010 0 0
APPLE INC COM 037833100 5,275 31,173 SH   SOLE   31,173 0 0
AUTOZONE COM 053332102 366 515 SH   SOLE   515 0 0
BANK OF AMERICA COM 060505104 2,992 101,360 SH   SOLE   101,360 0 0
BERRY PLASTICS GROUP INC COM 08579W103 2,114 36,025 SH   SOLE   36,025 0 0
BLACKROCK INC COM 09247X101 4,326 8,422 SH   SOLE   8,422 0 0
CELGENE CORP COM 151020104 3,025 28,990 SH   SOLE   28,990 0 0
CHARLES SCHWAB COM 808513105 3,856 75,070 SH   SOLE   75,070 0 0
CISCO SYSTEMS COM 17275r102 484 12,640 SH   SOLE   12,640 0 0
CITIGROUP COM 172967424 3,813 51,240 SH   SOLE   51,240 0 0
COLGATE PALMOLIVE COM 194162103 700 9,280 SH   SOLE   9,280 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 3,191 209,365 SH   SOLE   209,365 0 0
DOMINION RES INC VA NEW COM 25746U109 554 6,837 SH   SOLE   6,837 0 0
DOMINOS PIZZA INC COM 25754a201 2,957 15,650 SH   SOLE   15,650 0 0
DOWDUPONT COM 26078J100 969 13,609 SH   SOLE   13,609 0 0
EOG RESOURCES COM 26875p101 2,906 26,934 SH   SOLE   26,934 0 0
EATON CORP COM g29183103 228 2,890 SH   SOLE   2,890 0 0
ELI LILLY COM 532457108 2,912 34,474 SH   SOLE   34,474 0 0
EXXON MOBIL CORP COM 30231G102 1,599 19,113 SH   SOLE   19,113 0 0
FLIR SYSTEMS INC COM 302445101 1,933 41,465 SH   SOLE   41,465 0 0
FACEBOOK INC COM 30303m102 3,460 19,610 SH   SOLE   19,610 0 0
FEDEX CORP COM 31428X106 5,031 20,161 SH   SOLE   20,161 0 0
GENERAL ELECTRIC CO COM 369604103 394 22,558 SH   SOLE   22,558 0 0
GENERAL MLS INC COM 370334104 237 4,000 SH   SOLE   4,000 0 0
HARRIS CORP COM 413875105 4,676 33,010 SH   SOLE   33,010 0 0
HOME DEPOT INC COM 437076102 4,661 24,595 SH   SOLE   24,595 0 0
HUBBELL INC COM 443510607 3,522 26,020 SH   SOLE   26,020 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 666 4,339 SH   SOLE   4,339 0 0
JOHNSON & JOHNSON COM 478160104 446 3,195 SH   SOLE   3,195 0 0
KIMBERLY-CLARK COM 494368103 208 1,720 SH   SOLE   1,720 0 0
LUMINEX CORP DEL COM 55027E102 492 25,000 SH   SOLE   25,000 0 0
MARRIOTT INTL INC NEW COM 571903202 3,811 28,080 SH   SOLE   28,080 0 0
MARTIN MARIETTA MATERIALS COM 573284106 3,298 14,920 SH   SOLE   14,920 0 0
OLD DOMINION FREIGHT LINE COM 679580100 216 1,645 SH   SOLE   1,645 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,754 32,950 SH   SOLE   32,950 0 0
PARK HOTELS & RESORTS COM 700517105 3,179 110,588 SH   SOLE   110,588 0 0
PAYPAL HOLDINGS INC COM 70450y103 3,990 54,203 SH   SOLE   54,203 0 0
PEPSICO INC COM 713448108 3,963 33,045 SH   SOLE   33,045 0 0
PIONEER NATURAL RESOURCES COM 723787107 3,854 22,296 SH   SOLE   22,296 0 0
PRAXAIR INC COM 74005P104 3,015 19,495 SH   SOLE   19,495 0 0
PROCTER & GAMBLE CO COM 742718109 1,231 13,399 SH   SOLE   13,399 0 0
RAYTHEON COM 755111507 4,460 23,745 SH   SOLE   23,745 0 0
SANCHEZ ENERGY CORP COM 79970y105 59 11,085 SH   SOLE   11,085 0 0
SCHLUMBERGER COM 806857108 2,790 41,408 SH   SOLE   41,408 0 0
SIMMONS FIRST NATIONAL BANK COM 828730200 376 6,577 SH   SOLE   6,577 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,044 21,300 SH   SOLE   21,300 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,767 92,698 SH   SOLE   92,698 0 0
US BANCORP DEL COM NEW 902973304 3,806 71,030 SH   SOLE   71,030 0 0
WALT DISNEY COM 254687106 3,018 28,070 SH   SOLE   28,070 0 0
WEATHERFORD INTERNATIONAL COM 947074100 66 15,760 SH   SOLE   15,760 0 0
WELLS FARGO COM 949746101 211 3,485 SH   SOLE   3,485 0 0
WESTROCK CO COM 96145d105 3,581 56,650 SH   SOLE   56,650 0 0
XPO LOGISTICS INC COM 983793100 4,444 48,525 SH   SOLE   48,525 0 0