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
ALPHABET INC CLASS A CL A 02079K305 13,030 13,382 SH   SOLE   13,382 0 0
ALPHABET INC CLASS C CL C 02079K107 3,161 3,296 SH   SOLE   3,296 0 0
AMAZON COM INC COM 023135106 6,851 7,126 SH   SOLE   7,126 0 0
APPLE INC COM 037833100 7,653 49,658 SH   SOLE   49,658 0 0
CELGENE CORP COM 151020104 6,871 47,117 SH   SOLE   47,117 0 0
CHEVRON CORP NEW COM 166764100 214 1,821 SH   SOLE   1,821 0 0
CIMAREX ENERGY CO COM 171798101 3,638 32,005 SH   SOLE   32,005 0 0
COMCAST CORP NEW CL A 20030N101 1,837 47,749 SH   SOLE   47,749 0 0
CONCHO RES INC COM 20605P101 750 5,694 SH   SOLE   5,694 0 0
DIAMONDBACK ENERGY INC COM 25278X109 670 6,839 SH   SOLE   6,839 0 0
DONALDSON INC COM 257651109 2,969 64,635 SH   SOLE   64,635 0 0
ECOLAB INC COM 278865100 8,121 63,148 SH   SOLE   63,148 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 5,645 216,545 SH   SOLE   216,545 0 0
EOG RES INC COM 26875P101 2,938 30,373 SH   SOLE   30,373 0 0
EXXON MOBIL CORP COM 30231G102 303 3,700 SH   SOLE   3,700 0 0
FACEBOOK INC CL A 30303M102 19,682 115,186 SH   SOLE   115,186 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,686 44,860 SH   SOLE   44,860 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,854 7,816 SH   SOLE   7,816 0 0
HOME DEPOT INC COM 437076102 3,538 21,631 SH   SOLE   21,631 0 0
ISHARES TR US TELECOM ETF 464287713 1,719 56,532 SH   SOLE   56,532 0 0
ISHARES TR NASDAQ BIOTECH 464287556 1,053 3,156 SH   SOLE   3,156 0 0
ISHARES TR CORE US AGGBD ET 464287226 11,489 104,837 SH   SOLE   104,837 0 0
JOHNSON & JOHNSON COM 478160104 280 2,156 SH   SOLE   2,156 0 0
JPMORGAN CHASE & CO COM 46625H100 10,661 111,622 SH   SOLE   111,622 0 0
JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 2,323 82,300 SH Put SOLE   82,300 0 0
LOCKHEED MARTIN CORP COM 539830109 6,421 20,692 SH   SOLE   20,692 0 0
MORGAN STANLEY COM NEW 617446448 1,021 21,204 SH   SOLE   21,204 0 0
NEKTAR THERAPEUTICS COM 640268108 1,331 55,451 SH   SOLE   55,451 0 0
NORFOLK SOUTHERN CORP COM 655844108 361 2,729 SH   SOLE   2,729 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,826 16,773 SH   SOLE   16,773 0 0
ON DECK CAP INC COM 682163100 445 95,349 SH   SOLE   95,349 0 0
PEPSICO, INC. COM 713448108 3,582 32,147 SH   SOLE   32,147 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 18,181 125,000 SH Put SOLE   125,000 0 0
QUEST DIAGNOSTICS COM 74834L100 302 3,222 SH   SOLE   3,222 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 4,877 151,257 SH   SOLE   151,257 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 4,264 47,337 SH   SOLE   47,337 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 6,888 127,608 SH   SOLE   127,608 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 11,882 145,386 SH   SOLE   145,386 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 5,018 94,596 SH   SOLE   94,596 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 4,033 58,893 SH   SOLE   58,893 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1,974 27,804 SH   SOLE   27,804 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 4,785 185,054 SH   SOLE   185,054 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 8,196 67,410 SH   SOLE   67,410 0 0
SPDR SERIES TRUST S&P INS ET 78464A789 3,064 34,053 SH   SOLE   34,053 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 260 1,375 SH   SOLE   1,375 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 2,389 12,599 SH   SOLE   12,599 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,082 15,735 SH   SOLE   15,735 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 2,517 96,551 SH   SOLE   96,551 0 0
VISA INC COM CL A 92826C839 3,848 36,563 SH   SOLE   36,563 0 0
WEYERHAEUSER CO COM 962166104 1,892 55,600 SH Call SOLE   0 0 0
XYLEM INC COM 98419M100 4,998 79,803 SH   SOLE   79,803 0 0