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
AGCO CORP CORP 001084102 1,491 30,000 SH   SOLE   30,000 0 0
ALASKA AIR GROUP INC COM 011659109 1,841 22,443 SH   SOLE   22,443 0 0
ALTRIA GROUP INC COM 02209S103 2,080 33,194 SH   SOLE   33,194 0 0
AMGEN INC COM 031162100 1,734 11,567 SH   SOLE   11,567 0 0
AMPHENOL CORP-CL A CL A 032095101 1,857 32,113 SH   SOLE   32,113 0 0
ANTHEM INC COM 036752103 1,747 12,571 SH   SOLE   12,571 0 0
APPLE INC COM 037833100 1,686 15,466 SH   SOLE   15,466 0 0
APPLIED MATLS INC COM 038222105 1,652 78,000 SH   SOLE   78,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 1,525 42,222 SH   SOLE   42,222 0 0
AUTOZONE INC COM 053332102 1,746 2,192 SH   SOLE   2,192 0 0
AVNET INC COM 053807103 1,651 37,262 SH   SOLE   37,262 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,866 55,605 SH   SOLE   55,605 0 0
BROADRIDGE FINL SOLUTIONS INC COM 11133T103 1,763 29,722 SH   SOLE   29,722 0 0
BROCADE COMMUNICATIONS SYS COM NEW 111621306 1,598 151,000 SH   SOLE   151,000 0 0
BRUKER CORP COM 116794108 1,540 55,000 SH   SOLE   55,000 0 0
CBOE HLDGS INC COM 12503M108 1,613 24,694 SH   SOLE   24,694 0 0
CDK GLOBAL INC COM 12508E101 1,631 35,040 SH   SOLE   35,040 0 0
CA INC COM 12673P105 1,688 54,816 SH   SOLE   54,816 0 0
CARLISLE COS INC COM 142339100 1,934 19,442 SH   SOLE   19,442 0 0
CHICO'S FAS INC COM 168615102 1,560 117,571 SH   SOLE   117,571 0 0
CHILDRENS PL INC COM 168905107 2,033 24,355 SH   SOLE   24,355 0 0
CITRIX SYS INC COM 177376100 1,826 23,234 SH   SOLE   23,234 0 0
COGNEX CORP COM 192422103 1,969 50,554 SH   SOLE   50,554 0 0
COPART INC COM 217204106 1,967 48,234 SH   SOLE   48,234 0 0
COTY INC COM CL A 222070203 1,739 62,500 SH   SOLE   62,500 0 0
DSW INC CL A 23334L102 1,827 66,101 SH   SOLE   66,101 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,713 35,190 SH   SOLE   35,190 0 0
DOLLAR GEN CORP NEW COM 256677105 1,920 22,435 SH   SOLE   22,435 0 0
EATON VANCE CORP COM NON VTG 278265103 1,611 48,066 SH   SOLE   48,066 0 0
EQUIFAX INC COM 294429105 2,022 17,690 SH   SOLE   17,690 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,732 35,492 SH   SOLE   35,492 0 0
FMC TECHNOLOGIES INC COM 30249U101 1,495 54,626 SH   SOLE   54,626 0 0
FRANKLIN RES INC COM 354613101 1,541 39,461 SH   SOLE   39,461 0 0
GAP INC DEL COM 364760108 1,460 49,643 SH   SOLE   49,643 0 0
GARTNER INC COM 366651107 1,782 19,941 SH   SOLE   19,941 0 0
GENERAL DYNAMICS CORP COM 369550108 1,591 12,110 SH   SOLE   12,110 0 0
GILEAD SCIENCES INC COM 375558103 1,418 15,441 SH   SOLE   15,441 0 0
GLOBAL PMTS INC COM 37940X102 1,779 27,242 SH   SOLE   27,242 0 0
GRACO INC COM 384109104 2,009 23,933 SH   SOLE   23,933 0 0
HENRY JACK & ASSOC INC COM 426281101 1,892 22,377 SH   SOLE   22,377 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,738 12,689 SH   SOLE   12,689 0 0
IPG PHOTONICS CORP COM 44980X109 2,001 20,823 SH   SOLE   20,823 0 0
JUNIPER NETWORKS INC COM 48203R104 1,618 63,425 SH   SOLE   63,425 0 0
LANDSTAR SYS INC COM 515098101 1,820 28,175 SH   SOLE   28,175 0 0
LAS VEGAS SANDS CORP COM 517834107 1,914 37,040 SH   SOLE   37,040 0 0
LAUDER ESTEE COS INC CL A 518439104 1,928 20,440 SH   SOLE   20,440 0 0
LEAR CORP COM NEW 521865204 1,904 17,130 SH   SOLE   17,130 0 0
LENDINGTREE INC NEW COM 52603B107 1,809 18,500 SH   SOLE   18,500 0 0
LOWE'S COS INC COM 548661107 1,946 25,687 SH   SOLE   25,687 0 0
MADDEN STEVEN LTD COM 556269108 1,563 42,200 SH   SOLE   42,200 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,676 23,544 SH   SOLE   23,544 0 0
MOODYS CORP COM 615369105 1,563 16,192 SH   SOLE   16,192 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,330 42,760 SH   SOLE   42,760 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 1,257 127,000 SH   SOLE   127,000 0 0
ORACLE CORP COM 68389X105 1,854 45,317 SH   SOLE   45,317 0 0
OUTERWALL INC COM 690070107 1,028 27,786 SH   SOLE   27,786 0 0
PPG INDS INC COM 693506107 2,069 18,562 SH   SOLE   18,562 0 0
PACKAGING CORP AMER COM 695156109 1,627 26,944 SH   SOLE   26,944 0 0
PARKER HANNIFIN CORP COM 701094104 1,815 16,339 SH   SOLE   16,339 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 2,332 91,819 SH   SOLE   91,819 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,714 23,330 SH   SOLE   23,330 0 0
QUALCOMM INC COM 747525103 1,429 27,941 SH   SOLE   27,941 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,058 29,749 SH   SOLE   29,749 0 0
REPUBLIC SVCS INC COM 760759100 2,016 42,317 SH   SOLE   42,317 0 0
RESMED INC COM 761152107 1,830 31,657 SH   SOLE   31,657 0 0
ROBERT HALF INTL INC COM 770323103 1,564 33,567 SH   SOLE   33,567 0 0
ROSS STORES INC COM 778296103 1,970 34,020 SH   SOLE   34,020 0 0
SANDERSON FARMS INC COM 800013104 2,239 24,831 SH   SOLE   24,831 0 0
SCHLUMBERGER LTD COM 806857108 1,664 22,568 SH   SOLE   22,568 0 0
SEALED AIR CORP NEW COM 81211K100 1,647 34,296 SH   SOLE   34,296 0 0
SIRIUS XM HLDGS INC COM 82968B103 1,796 454,588 SH   SOLE   454,588 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 1,785 32,173 SH   SOLE   32,173 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,488 32,806 SH   SOLE   32,806 0 0
STRYKER CORP COM 863667101 1,892 17,630 SH   SOLE   17,630 0 0
SYSCO CORP COM 871829107 2,007 42,957 SH   SOLE   42,957 0 0
TARGET CORP COM 87612E106 1,809 21,990 SH   SOLE   21,990 0 0
TESORO CORP COM 881609101 1,328 15,441 SH   SOLE   15,441 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 1,626 52,460 SH   SOLE   52,460 0 0
TEXAS INSTRS INC COM 882508104 2,071 36,065 SH   SOLE   36,065 0 0
TWENTY FIRST CENTURY FOX INC CL A 90130A101 1,621 58,127 SH   SOLE   58,127 0 0
TYSON FOODS INC CL A 902494103 2,022 30,327 SH   SOLE   30,327 0 0
UBIQUITI NETWORKS INC COM 90347A100 1,642 49,365 SH   SOLE   49,365 0 0
UNITED CONTL HLDGS INC COM 910047109 1,586 26,500 SH   SOLE   26,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,863 17,663 SH   SOLE   17,663 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,796 17,942 SH   SOLE   17,942 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,199 10,760 SH   SOLE   10,760 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,584 24,694 SH   SOLE   24,694 0 0
VALSPAR CORP COM 920355104 2,214 20,685 SH   SOLE   20,685 0 0
VERISIGN INC COM 92343E102 2,021 22,827 SH   SOLE   22,827 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,079 38,444 SH   SOLE   38,444 0 0
WABASH NATL CORP COM 929566107 1,637 124,000 SH   SOLE   124,000 0 0
WADDELL & REED FINL INC CL A 930059100 1,144 48,607 SH   SOLE   48,607 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,754 20,817 SH   SOLE   20,817 0 0
WATERS CORP COM 941848103 1,795 13,608 SH   SOLE   13,608 0 0
WESTLAKE CHEM CORP COM 960413102 1,375 29,694 SH   SOLE   29,694 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 1,669 21,840 SH   SOLE   21,840 0 0
XILINX INC COM 983919101 1,983 41,819 SH   SOLE   41,819 0 0
AMDOCS LTD SHS G02602103 1,790 29,630 SH   SOLE   29,630 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,320 40,723 SH   SOLE   40,723 0 0
LYONDELLBASELL INDUSTRIES SHS A N53745100 1,515 17,698 SH   SOLE   17,698 0 0