ALPHABET INC CLASS A CL A 02079K305 13030 13382 SH SOLE 13382 0 0 ALPHABET INC CLASS C CL C 02079K107 3161 3296 SH SOLE 3296 0 0 AMAZON COM INC COM 023135106 6851 7126 SH SOLE 7126 0 0 APPLE INC COM 037833100 7653 49658 SH SOLE 49658 0 0 CELGENE CORP COM 151020104 6871 47117 SH SOLE 47117 0 0 CHEVRON CORP NEW COM 166764100 214 1821 SH SOLE 1821 0 0 CIMAREX ENERGY CO COM 171798101 3638 32005 SH SOLE 32005 0 0 COMCAST CORP NEW CL A 20030N101 1837 47749 SH SOLE 47749 0 0 CONCHO RES INC COM 20605P101 750 5694 SH SOLE 5694 0 0 DIAMONDBACK ENERGY INC COM 25278X109 670 6839 SH SOLE 6839 0 0 DONALDSON INC COM 257651109 2969 64635 SH SOLE 64635 0 0 ECOLAB INC COM 278865100 8121 63148 SH SOLE 63148 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 5645 216545 SH SOLE 216545 0 0 EOG RES INC COM 26875P101 2938 30373 SH SOLE 30373 0 0 EXXON MOBIL CORP COM 30231G102 303 3700 SH SOLE 3700 0 0 FACEBOOK INC CL A 30303M102 19682 115186 SH SOLE 115186 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 4686 44860 SH SOLE 44860 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1854 7816 SH SOLE 7816 0 0 HOME DEPOT INC COM 437076102 3538 21631 SH SOLE 21631 0 0 ISHARES TR US TELECOM ETF 464287713 1719 56532 SH SOLE 56532 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1053 3156 SH SOLE 3156 0 0 ISHARES TR CORE US AGGBD ET 464287226 11489 104837 SH SOLE 104837 0 0 JOHNSON & JOHNSON COM 478160104 280 2156 SH SOLE 2156 0 0 JPMORGAN CHASE & CO COM 46625H100 10661 111622 SH SOLE 111622 0 0 LOCKHEED MARTIN CORP COM 539830109 6421 20692 SH SOLE 20692 0 0 MORGAN STANLEY COM NEW 617446448 1021 21204 SH SOLE 21204 0 0 NEKTAR THERAPEUTICS COM 640268108 1331 55451 SH SOLE 55451 0 0 NORFOLK SOUTHERN CORP COM 655844108 361 2729 SH SOLE 2729 0 0 NORTHROP GRUMMAN CORP COM 666807102 4826 16773 SH SOLE 16773 0 0 ON DECK CAP INC COM 682163100 445 95349 SH SOLE 95349 0 0 PEPSICO, INC. COM 713448108 3582 32147 SH SOLE 32147 0 0 QUEST DIAGNOSTICS COM 74834L100 302 3222 SH SOLE 3222 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 4877 151257 SH SOLE 151257 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 4264 47337 SH SOLE 47337 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 6888 127608 SH SOLE 127608 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 11882 145386 SH SOLE 145386 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 5018 94596 SH SOLE 94596 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 4033 58893 SH SOLE 58893 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1974 27804 SH SOLE 27804 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 4785 185054 SH SOLE 185054 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 8196 67410 SH SOLE 67410 0 0 SPDR SERIES TRUST S&P INS ET 78464A789 3064 34053 SH SOLE 34053 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 260 1375 SH SOLE 1375 0 0 ULTIMATE SOFTWARE GROUP INC COM 90385D107 2389 12599 SH SOLE 12599 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3082 15735 SH SOLE 15735 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 2517 96551 SH SOLE 96551 0 0 VISA INC COM CL A 92826C839 3848 36563 SH SOLE 36563 0 0 XYLEM INC COM 98419M100 4998 79803 SH SOLE 79803 0 0