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
3M CO COM 88579Y101 4,074 20,710 SH   SOLE   20,710 0 0
ABBVIE INC COM 00287Y109 5,151 55,600 SH   SOLE   55,600 0 0
ADOBE SYSTEMS INC COM 00724F101 8,867 36,370 SH   SOLE   36,370 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,372 32,220 SH   SOLE   32,220 0 0
AES CORP COM 00130H105 6,783 505,790 SH   SOLE   505,790 0 0
ALBEMARLE CORP COM 012653101 5,575 59,100 SH   SOLE   59,100 0 0
ALPHABET INC-CL A COM 02079K305 11,800 10,450 SH   SOLE   10,450 0 0
ALPHABET INC-CL C COM 02079K107 11,758 10,539 SH   SOLE   10,539 0 0
AMAZON.COM INC COM 023135106 24,086 14,170 SH   SOLE   14,170 0 0
ANADARKO PETROLEUM CORP COM 032511107 7,571 103,360 SH   SOLE   103,360 0 0
APPLE INC COM 037833100 28,453 153,708 SH   SOLE   153,708 0 0
APPLIED MATERIALS INC COM 038222105 7,441 161,090 SH   SOLE   161,090 0 0
AT&T INC COM 00206R102 6,197 192,990 SH   SOLE   192,990 0 0
BANK OF AMERICA CORP COM 060505104 6,465 229,340 SH   SOLE   229,340 0 0
BOEING CO COM 097023105 6,620 19,730 SH   SOLE   19,730 0 0
BORGWARNER INC COM 099724106 3,633 84,170 SH   SOLE   84,170 0 0
CABOT OIL & GAS CORP COM 127097103 6,194 260,250 SH   SOLE   260,250 0 0
CF INDUSTRIES HOLDINGS COM 125269100 6,739 151,770 SH   SOLE   151,770 0 0
CIMAREX ENERGY CO COM 171798101 7,208 70,850 SH   SOLE   70,850 0 0
CONOCOPHILLIPS COM 20825C104 9,346 134,240 SH   SOLE   134,240 0 0
EOG RESOURCES INC COM 26875P101 6,030 48,460 SH   SOLE   48,460 0 0
EQT CORP COM 26884L109 8,584 155,560 SH   SOLE   155,560 0 0
FACEBOOK COM 30303M102 18,812 96,810 SH   SOLE   96,810 0 0
FREEPORT-MCMORAN COPPER COM 35671D857 8,874 514,110 SH   SOLE   514,110 0 0
HALLIBURTON CO COM 406216101 4,260 94,540 SH   SOLE   94,540 0 0
HCA HOLDINGS INC COM 40412C101 9,115 88,840 SH   SOLE   88,840 0 0
HOME DEPOT INC COM 437076102 7,901 40,497 SH   SOLE   40,497 0 0
INTEL CORP COM 458140100 4,648 93,500 SH   SOLE   93,500 0 0
JOHNSON & JOHNSON COM 478160104 6,111 50,360 SH   SOLE   50,360 0 0
MACY'S INC COM 55616P104 4,283 114,420 SH   SOLE   114,420 0 0
MASTERCARD INC-CLASS A COM 57636Q104 6,348 32,300 SH   SOLE   32,300 0 0
MCDONALD'S CORP COM 580135101 4,416 28,180 SH   SOLE   28,180 0 0
MICROSOFT CORP COM 594918104 26,109 264,767 SH   SOLE   264,767 0 0
MOSAIC CO/THE COM 61945C103 8,361 298,080 SH   SOLE   298,080 0 0
NETFLIX COM 64110L106 5,973 15,260 SH   SOLE   15,260 0 0
NOBLE ENERGY INC COM 655044105 6,576 186,400 SH   SOLE   186,400 0 0
NRG ENERGY INC COM 629377508 9,016 293,670 SH   SOLE   293,670 0 0
NVIDIA CORP COM 67066G104 5,925 25,010 SH   SOLE   25,010 0 0
OMNICOM GROUP COM 681919106 6,557 85,970 SH   SOLE   85,970 0 0
ORACLE CORP COM 68389X105 8,363 189,820 SH   SOLE   189,820 0 0
PFIZER INC COM 717081103 7,730 213,070 SH   SOLE   213,070 0 0
POLO RALPH LAUREN CORP COM 751212101 5,960 47,410 SH   SOLE   47,410 0 0
RAYTHEON COMPANY COM 755111507 3,048 15,780 SH   SOLE   15,780 0 0
RED HAT INC COM 756577102 6,512 48,460 SH   SOLE   48,460 0 0
REGENERON PHARMACEUTICALS COM 75886F107 8,083 23,430 SH   SOLE   23,430 0 0
TEXAS INSTRUMENTS INC COM 882508104 3,756 34,070 SH   SOLE   34,070 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,542 42,970 SH   SOLE   42,970 0 0
VIACOM INC-CLASS B COM 92553P201 6,134 203,380 SH   SOLE   203,380 0 0
VISA COM 92826C839 8,422 63,590 SH   SOLE   63,590 0 0
WALT DISNEY CO/THE COM 254687106 7,208 68,770 SH   SOLE   68,770 0 0
WEC ENERGY GROUP INC COM 92939U106 6,674 103,230 SH   SOLE   103,230 0 0
WESTERN DIGITAL CORP COM 958102105 7,538 97,380 SH   SOLE   97,380 0 0