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
AMERICAN TOWER CORP NEW COM 03027X100 15,286 106,031 SH   SOLE   106,031 0 0
AT&T INC COM 00206R102 13,494 420,256 SH   SOLE   420,256 0 0
BANK AMER CORP COM 060505104 22,960 814,491 SH   SOLE   814,491 0 0
CA INC COM 12673P105 19,238 539,639 SH   SOLE   539,639 0 0
CHILDRENS PL INC COM 168905107 16,215 134,227 SH   SOLE   134,227 0 0
DISNEY WALT CO COM DISNEY 254687106 18,906 180,380 SH   SOLE   180,380 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 12,092 197,704 SH   SOLE   197,704 0 0
EOG RES INC COM 26875P101 15,976 128,392 SH   SOLE   128,392 0 0
EXELON CORP COM 30161N101 17,061 400,491 SH   SOLE   400,491 0 0
FACEBOOK INC CL A 30303M102 32,667 168,109 SH   SOLE   168,109 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 16,298 77,372 SH   SOLE   77,372 0 0
JPMORGAN CHASE & CO COM 46625H100 15,313 146,955 SH   SOLE   146,955 0 0
LAUDER ESTEE COS INC CL A 518439104 16,358 114,637 SH   SOLE   114,637 0 0
MASTEC INC COM 576323109 15,931 313,909 SH   SOLE   313,909 0 0
MERCK & CO INC COM 58933Y105 23,916 394,009 SH   SOLE   394,009 0 0
MICRON TECHNOLOGY INC COM 595112103 20,263 386,407 SH   SOLE   386,407 0 0
MONDELEZ INTL INC CL A 609207105 17,286 421,616 SH   SOLE   421,616 0 0
NASDAQ INC COM 631103108 19,613 214,895 SH   SOLE   214,895 0 0
NEXTERA ENERGY INC COM 65339F101 12,171 72,868 SH   SOLE   72,868 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 12,767 665,300 SH   SOLE   665,300 0 0
NORTHROP GRUMMAN CORP COM 666807102 21,694 70,504 SH   SOLE   70,504 0 0
PFIZER INC COM 717081103 33,383 920,139 SH   SOLE   920,139 0 0
S&P GLOBAL INC COM 78409V104 13,498 66,200 SH   SOLE   66,200 0 0
SPLUNK INC COM 848637104 17,617 177,754 SH   SOLE   177,754 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 22,781 109,977 SH   SOLE   109,977 0 0
UNITEDHEALTH GROUP INC COM 91324P102 30,299 123,497 SH   SOLE   123,497 0 0