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 3,155 49,620 SH   SOLE   49,620 0 0
ACCENTURE LTD CL A COM g1151c101 3,468 22,595 SH   SOLE   22,595 0 0
ALPHABET INC CL A COM 02079K305 3,679 3,547 SH   SOLE   3,547 0 0
ANADARKO PETE CORP COM 032511107 2,931 48,520 SH   SOLE   48,520 0 0
AMAZON.COM COM 023135106 381 263 SH   SOLE   263 0 0
AMBARELLA COM G037AX101 1,540 31,435 SH   SOLE   31,435 0 0
APPLE INC COM 037833100 5,217 31,096 SH   SOLE   31,096 0 0
AUTOZONE COM 053332102 334 515 SH   SOLE   515 0 0
BANK OF AMERICA COM 060505104 3,047 101,610 SH   SOLE   101,610 0 0
BLACKROCK INC COM 09247X101 4,505 8,317 SH   SOLE   8,317 0 0
CHARLES SCHWAB COM 808513105 3,913 74,925 SH   SOLE   74,925 0 0
CISCO SYSTEMS COM 17275r102 585 13,640 SH   SOLE   13,640 0 0
CITIGROUP COM 172967424 3,511 52,010 SH   SOLE   52,010 0 0
COLGATE PALMOLIVE COM 194162103 505 7,045 SH   SOLE   7,045 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 3,576 210,825 SH   SOLE   210,825 0 0
DOMINION RES INC VA NEW COM 25746U109 281 4,167 SH   SOLE   4,167 0 0
DOMINOS PIZZA INC COM 25754a201 3,651 15,630 SH   SOLE   15,630 0 0
DOWDUPONT COM 26078J100 869 13,636 SH   SOLE   13,636 0 0
EOG RESOURCES COM 26875p101 2,867 27,234 SH   SOLE   27,234 0 0
EATON CORP COM g29183103 231 2,890 SH   SOLE   2,890 0 0
ELI LILLY COM 532457108 2,706 34,979 SH   SOLE   34,979 0 0
EXXON MOBIL CORP COM 30231G102 1,430 19,163 SH   SOLE   19,163 0 0
FLIR SYSTEMS INC COM 302445101 2,107 42,140 SH   SOLE   42,140 0 0
FEDEX CORP COM 31428X106 4,771 19,868 SH   SOLE   19,868 0 0
HARRIS CORP COM 413875105 5,104 31,645 SH   SOLE   31,645 0 0
HOME DEPOT INC COM 437076102 4,399 24,680 SH   SOLE   24,680 0 0
HUBBELL INC COM 443510607 3,206 26,330 SH   SOLE   26,330 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 790 5,150 SH   SOLE   5,150 0 0
JOHNSON & JOHNSON COM 478160104 369 2,880 SH   SOLE   2,880 0 0
LUMINEX CORP DEL COM 55027E102 527 25,000 SH   SOLE   25,000 0 0
MARRIOTT INTL INC NEW COM 571903202 3,382 24,870 SH   SOLE   24,870 0 0
MARTIN MARIETTA MATERIALS COM 573284106 3,103 14,970 SH   SOLE   14,970 0 0
OLD DOMINION FREIGHT LINE COM 679580100 201 1,370 SH   SOLE   1,370 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,800 31,735 SH   SOLE   31,735 0 0
PALO ALTO NETWORKS INC COM 697435105 3,222 17,750 SH   SOLE   17,750 0 0
PAYPAL HOLDINGS INC COM 70450y103 4,120 54,298 SH   SOLE   54,298 0 0
PEPSICO INC COM 713448108 3,595 32,933 SH   SOLE   32,933 0 0
PIONEER NATURAL RESOURCES COM 723787107 3,809 22,176 SH   SOLE   22,176 0 0
PRAXAIR INC COM 74005P104 2,882 19,972 SH   SOLE   19,972 0 0
PROCTER & GAMBLE CO COM 742718109 647 8,156 SH   SOLE   8,156 0 0
RAYTHEON COM 755111507 5,022 23,270 SH   SOLE   23,270 0 0
SANCHEZ ENERGY CORP COM 79970y105 35 11,225 SH   SOLE   11,225 0 0
SCHLUMBERGER COM 806857108 2,663 41,112 SH   SOLE   41,112 0 0
SIMMONS FIRST NATIONAL BANK COM 828730200 374 13,154 SH   SOLE   13,154 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,506 21,825 SH   SOLE   21,825 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,332 92,863 SH   SOLE   92,863 0 0
US BANCORP DEL COM NEW 902973304 3,489 69,080 SH   SOLE   69,080 0 0
WALT DISNEY COM 254687106 2,868 28,555 SH   SOLE   28,555 0 0
WEATHERFORD INTERNATIONAL COM 947074100 44 19,000 SH   SOLE   19,000 0 0
WESTROCK CO COM 96145d105 3,631 56,580 SH   SOLE   56,580 0 0
XPO LOGISTICS INC COM 983793100 4,863 47,765 SH   SOLE   47,765 0 0
BLACKROCK GLOBAL ENERGY & RESOURCES COM 00925u101 143 10,850 SH   SOLE   10,850 0 0