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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALPHABET INC CLASS ACL A38259P50814,02518,384SH SOLE 18,38400
ALPHABET INC CLASS CCL C38259P7062,7563,700SH SOLE 3,70000
AMAZON COM INCCOM0231351065,2198,791SH SOLE 8,79100
AMERICAN WTR WKS CO INC NEWCOM0304201034,52465,625SH SOLE 65,62500
APPLE INCCOM0378331006,29957,797SH SOLE 57,79700
APPLE INCCOM03783310022200SHCallSOLE 000
ATRICURE INCCOM04963C2094,555270,641SH SOLE 270,64100
AUTODESK INCCOM0527691062,30339,500SHPutSOLE 39,50000
CAPITAL ONE FINL CORPCOM14040H1053,90556,345SH SOLE 56,34500
CELGENE CORPCOM1510201042002,000SH SOLE 2,00000
CIMAREX ENERGY COCOM1717981013,31034,025SH SOLE 34,02500
COMCAST CORP NEWCL A20030N1014246,940SH SOLE 6,94000
CONSTELLATION BRANDS INCCL A21036P1082,07013,700SH SOLE 13,70000
DEXCOM INCCOM2521311074,62668,117SH SOLE 68,11700
DEXCOM INCCOM2521311071,38520,400SHPutSOLE 20,40000
DIGITAL RLTY TR INCCOM2538681031,47516,666SH SOLE 16,66600
DONALDSON INCCOM2576511092,19768,843SH SOLE 68,84300
ECOLAB INCCOM2788651009,32083,574SH SOLE 83,57400
ECOLAB INCCOM2788651008,84479,300SHPutSOLE 79,30000
ENTERPRISE PRODS PARTNERS LCOM2937921075,686230,958SH SOLE 230,95800
EXXON MOBIL CORPCOM30231G1023123,735SH SOLE 3,73500
FACEBOOK INCCL A30303M10215,876139,142SH SOLE 139,14200
FACEBOOK INCCL A30303M1021,25511,000SHPutSOLE 11,00000
FIRST REP BK SAN FRANCISCO CCOM33616C1005,89188,395SH SOLE 88,39500
FITBIT INCCL A33812L10240126,500SHCallSOLE 000
GILEAD SCIENCES INCCOM3755581032482,700SHCallSOLE 000
HARLEY DAVIDSON INCCOM4128221082575,000SHPutSOLE 5,00000
HCA HOLDINGS INCCOM40412C1019,882126,608SH SOLE 126,60800
HILL ROM HLDGS INCCOM4314751024,38587,175SH SOLE 87,17500
HOME DEPOT INCCOM4370761021,1078,300SH SOLE 8,30000
ISHARESMSCI FRANCE ETF4642867073,368139,270SH SOLE 139,27000
ISHARESMSCI JAPAN ETF46428684826122,840SH SOLE 22,84000
ISHARES TRNSDQ BIOTEC ETF4642875561,7626,755SH SOLE 6,75500
ISHARES TRNSDQ BIOTEC ETF4642875561,5135,800SH SOLE 5,80000
ISHARES TRRUSSELL 2000 ETF4642876552,21320,000SHPutSOLE 20,00000
JOHNSON & JOHNSONCOM4781601042692,486SH SOLE 2,48600
JPMORGAN CHASE & COCOM46625H1006,508109,900SH SOLE 109,90000
LINKEDIN CORPCOM CL A53578A1081,14410,000SHCallSOLE 000
LOCKHEED MARTIN CORPCOM5398301095,39024,332SH SOLE 24,33200
MARKET VECTORS ETF TRGOLD MINER ETF57060U1001,87693,957SH SOLE 93,95700
NEW GOLD INC CDACOM6445351067520,000SH SOLE 20,00000
NEXTERA ENERGY INCCOM65339F1012,30619,485SH SOLE 19,48500
NMI HLDGS INCCL A6292093056312,500SH SOLE 12,50000
NORDSTROM INCCOM6556641001,14420,000SHCallSOLE 000
NORFOLK SOUTHERN CORPCOM6558441082272,729SH SOLE 2,72900
NORTHROP GRUMMAN CORPCOM6668071025,42427,410SH SOLE 27,41000
ORACLE CORPCOM68389X1054,403107,630SH SOLE 107,63000
ORACLE CORPCOM68389X1052255,500SHCallSOLE 000
PACIFIC BIOSCIENCES CALIF INCOM69404D1089110,750SH SOLE 10,75000
PEPSICO, INC.COM7134481087,25870,820SH SOLE 70,82000
PHILIP MORRIS INTL INCCOM7181721092702,750SH SOLE 2,75000
POWERSHARES QQQ TRUSTUNIT SER 173935A1041,09210,000SHPutSOLE 10,00000
QUEST DIAGNOSTICSCOM74834L1002693,764SH SOLE 3,76400
SALESFORCE COM INCCOM79466L3026,98094,535SH SOLE 94,53500
SCRIPPS NETWORKS INTERACT INCL A COM8110651013,91259,725SH SOLE 59,72500
SELECT SECTOR SPDR TRSBI INT-ENERGY81369Y5069,448152,665SH SOLE 152,66500
SPDR GOLD TRUSTGOLD SHS78463V1072061,750SH SOLE 1,75000
SPDR SERIES TRUSTS&P BIOTECH78464A8701,13621,985SH SOLE 21,98500
ST JUDE MED INCCOM7908491034,71085,630SH SOLE 85,63000
STARBUCKS CORPCOM8552441097,728129,450SH SOLE 129,45000
THERMO FISHER SCIENTIFIC INCCOM8835561023892,750SH SOLE 2,75000
TIFFANY & CO NEWCOM8865471086098,300SHCallSOLE 000
TJX COS INC NEWCOM8725401092743,496SH SOLE 3,49600
ULTIMATE SOFTWARE GROUP INCCOM90385D1075,12526,486SH SOLE 26,48600
VERIZON COMMUNICATIONS INCCOM92343V1042,72450,365SH SOLE 50,36500
VISA INC COM CL A92826C8396,85889,669SH SOLE 89,66900
WYNN RESORTS LTDCOM98313410793410,000SH SOLE 10,00000
XYLEM INCCOM98419M1002,46360,210SH SOLE 60,21000