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
ACTIVISION BLIZZARD INC COM 00507V109 8,796 136,350 SH   SOLE   136,350 0 0
ADOBE SYSTEMS INC COM 00724F101 12,309 82,510 SH   SOLE   82,510 0 0
ALPHABET INC-CL A COM 02079K305 12,201 12,530 SH   SOLE   12,530 0 0
ALPHABET INC-CL C COM 02079K107 11,988 12,499 SH   SOLE   12,499 0 0
AMAZON.COM INC COM 023135106 12,651 13,160 SH   SOLE   13,160 0 0
APPLE INC COM 037833100 23,634 153,348 SH   SOLE   153,348 0 0
APPLIED MATERIALS INC COM 038222105 8,376 160,800 SH   SOLE   160,800 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 7,509 176,630 SH   SOLE   176,630 0 0
BANK OF AMERICA CORP COM 060505104 7,129 281,330 SH   SOLE   281,330 0 0
BARRICK GOLD CORP COM 067901108 7,505 466,440 SH   SOLE   466,440 0 0
BORGWARNER INC COM 099724106 7,966 155,490 SH   SOLE   155,490 0 0
CABOT OIL & GAS CORP COM 127097103 9,296 347,500 SH   SOLE   347,500 0 0
CBRE GROUP INC - A COM 12504L109 6,153 162,430 SH   SOLE   162,430 0 0
CELGENE CORP COM 151020104 5,878 40,310 SH   SOLE   40,310 0 0
COACH INC COM 189754104 7,934 196,980 SH   SOLE   196,980 0 0
COMCAST CORP-CLASS A COM 20030N101 9,888 256,970 SH   SOLE   256,970 0 0
CORNING INC COM 219350105 6,899 230,580 SH   SOLE   230,580 0 0
DEVON ENERGY CORPORATION COM 25179M103 8,334 227,010 SH   SOLE   227,010 0 0
DOLLAR TREE INC COM 256746108 5,893 67,880 SH   SOLE   67,880 0 0
EQT CORP COM 26884L109 9,729 149,130 SH   SOLE   149,130 0 0
EXXON MOBIL CORP COM 30231G102 11,189 136,490 SH   SOLE   136,490 0 0
FACEBOOK COM 30303M102 19,664 115,080 SH   SOLE   115,080 0 0
FREEPORT-MCMORAN COPPER COM 35671D857 4,921 350,510 SH   SOLE   350,510 0 0
GAP INC/THE COM 364760108 7,640 258,720 SH   SOLE   258,720 0 0
HOME DEPOT INC COM 437076102 6,606 40,387 SH   SOLE   40,387 0 0
JOHNSON & JOHNSON COM 478160104 11,769 90,520 SH   SOLE   90,520 0 0
KOHLS CORP COM 500255104 4,566 100,030 SH   SOLE   100,030 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,168 158,580 SH   SOLE   158,580 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 7,019 78,180 SH   SOLE   78,180 0 0
MICROSOFT CORP COM 594918104 19,977 268,177 SH   SOLE   268,177 0 0
NETFLIX COM 64110L106 9,746 53,740 SH   SOLE   53,740 0 0
NVIDIA CORP COM 67066G104 15,734 88,010 SH   SOLE   88,010 0 0
PARKER HANNIFIN CORP COM 701094104 8,888 50,780 SH   SOLE   50,780 0 0
POLO RALPH LAUREN CORP COM 751212101 7,012 79,420 SH   SOLE   79,420 0 0
QUANTA SERVICES INC COM 74762E102 8,936 239,130 SH   SOLE   239,130 0 0
RAYTHEON COMPANY COM 755111507 8,704 46,650 SH   SOLE   46,650 0 0
STARBUCKS CORP COM 855244109 4,524 84,230 SH   SOLE   84,230 0 0
SUNCOR ENERGY INC COM 867224107 6,484 185,110 SH   SOLE   185,110 0 0
UNITEDHEALTH GROUP INC COM 91324P102 14,485 73,960 SH   SOLE   73,960 0 0
WESTERN DIGITAL CORP COM 958102105 6,677 77,280 SH   SOLE   77,280 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 5,744 54,490 SH   SOLE   54,490 0 0