The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 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 |
ADOBE SYS INC | COM | 00724F101 | 8,298 | 114,142 | SH | SOLE | 114,142 | 0 | 0 | ||
AETNA INC NEW | COM | 00817Y108 | 1,483 | 16,700 | SH | SOLE | 16,700 | 0 | 0 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 7,979 | 43,123 | SH | SOLE | 43,123 | 0 | 0 | ||
AMDOCS LTD | SHS | G02602103 | 7,117 | 152,550 | SH | SOLE | 152,550 | 0 | 0 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 1,497 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | ||
APOLLO ED GROUP INC | CL A | 037604105 | 8,620 | 252,721 | SH | SOLE | 252,721 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 5,085 | 74,600 | SH | SOLE | 74,600 | 0 | 0 | ||
BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 7,006 | 99,500 | SH | SOLE | 99,500 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 2,996 | 23,048 | SH | SOLE | 23,048 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 8,549 | 197,300 | SH | SOLE | 197,300 | 0 | 0 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 8,333 | 180,443 | SH | SOLE | 180,443 | 0 | 0 | ||
CATERPILLAR INC DEL | COM | 149123101 | 2,958 | 32,313 | SH | SOLE | 32,313 | 0 | 0 | ||
CELGENE CORP | COM | 151020104 | 4,586 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 9,230 | 88,876 | SH | SOLE | 88,876 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,574 | 2,300 | SH | SOLE | 2,300 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 3,014 | 28,435 | SH | SOLE | 28,435 | 0 | 0 | ||
CITRIX SYS INC | COM | 177376100 | 7,111 | 111,462 | SH | SOLE | 111,462 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 4,403 | 75,909 | SH | SOLE | 75,909 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 1,641 | 23,756 | SH | SOLE | 23,756 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 8,335 | 58,802 | SH | SOLE | 58,802 | 0 | 0 | ||
DANA HLDG CORP | COM | 235825205 | 7,781 | 357,889 | SH | SOLE | 357,889 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 7,975 | 87,600 | SH | SOLE | 87,600 | 0 | 0 | ||
DOLBY LABORATORIES INC | COM | 25659T107 | 7,115 | 165,002 | SH | SOLE | 165,002 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 8,391 | 89,100 | SH | SOLE | 89,100 | 0 | 0 | ||
DOW CHEM CO | COM | 260543103 | 3,034 | 66,523 | SH | SOLE | 66,523 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 8,343 | 65,500 | SH | SOLE | 65,500 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 9,688 | 206,067 | SH | SOLE | 206,067 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 1,709 | 18,560 | SH | SOLE | 18,560 | 0 | 0 | ||
F5 NETWORKS INC | COM | 315616102 | 8,182 | 62,711 | SH | SOLE | 62,711 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 4,425 | 56,713 | SH | SOLE | 56,713 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 6,916 | 50,256 | SH | SOLE | 50,256 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 8,097 | 85,900 | SH | SOLE | 85,900 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 4,458 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
HERSHEY CO | COM | 427866108 | 7,991 | 76,884 | SH | SOLE | 76,884 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 4,538 | 43,227 | SH | SOLE | 43,227 | 0 | 0 | ||
INGREDION INC | COM | 457187102 | 7,427 | 87,546 | SH | SOLE | 87,546 | 0 | 0 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 8,481 | 113,200 | SH | SOLE | 113,200 | 0 | 0 | ||
KROGER CO | COM | 501044101 | 7,609 | 118,500 | SH | SOLE | 118,500 | 0 | 0 | ||
MASCO CORP | COM | 574599106 | 8,646 | 343,110 | SH | SOLE | 343,110 | 0 | 0 | ||
MEDNAX INC | COM | 58502B106 | 8,516 | 128,811 | SH | SOLE | 128,811 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 3,251 | 89,500 | SH | SOLE | 89,500 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 7,828 | 81,703 | SH | SOLE | 81,703 | 0 | 0 | ||
NABORS INDUSTRIES LTD | SHS | G6359F103 | 2,871 | 221,191 | SH | SOLE | 221,191 | 0 | 0 | ||
NATIONAL FUEL GAS CO N J | COM | 636180101 | 6,632 | 95,381 | SH | SOLE | 95,381 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 8,159 | 82,300 | SH | SOLE | 82,300 | 0 | 0 | ||
NEW JERSEY RES | COM | 646025106 | 7,203 | 117,700 | SH | SOLE | 117,700 | 0 | 0 | ||
NEWMARKET CORP | COM | 651587107 | 8,017 | 19,868 | SH | SOLE | 19,868 | 0 | 0 | ||
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 1,636 | 20,295 | SH | SOLE | 20,295 | 0 | 0 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 8,611 | 110,913 | SH | SOLE | 110,913 | 0 | 0 | ||
PATTERSON UTI ENERGY INC | COM | 703481101 | 2,692 | 162,252 | SH | SOLE | 162,252 | 0 | 0 | ||
PHARMACYCLICS INC | COM | 716933106 | 4,071 | 33,300 | SH | SOLE | 33,300 | 0 | 0 | ||
PITNEY BOWES INC | COM | 724479100 | 7,395 | 303,455 | SH | SOLE | 303,455 | 0 | 0 | ||
PPG INDS INC | COM | 693506107 | 9,218 | 39,880 | SH | SOLE | 39,880 | 0 | 0 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 3,230 | 35,462 | SH | SOLE | 35,462 | 0 | 0 | ||
PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | 7,108 | 171,654 | SH | SOLE | 171,654 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 4,758 | 64,011 | SH | SOLE | 64,011 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 8,697 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
ROPER INDS INC NEW | COM | 776696106 | 8,007 | 51,214 | SH | SOLE | 51,214 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 8,981 | 95,283 | SH | SOLE | 95,283 | 0 | 0 | ||
DONNELLEY R R & SONS CO | COM | 257867101 | 7,433 | 442,320 | SH | SOLE | 442,320 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 4,472 | 75,400 | SH | SOLE | 75,400 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 9,044 | 133,300 | SH | SOLE | 133,300 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 10,674 | 146,808 | SH | SOLE | 146,808 | 0 | 0 | ||
SM ENERGY CO | COM | 78454L100 | 2,726 | 70,666 | SH | SOLE | 70,666 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 8,839 | 208,860 | SH | SOLE | 208,860 | 0 | 0 | ||
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 2,666 | 132,285 | SH | SOLE | 132,285 | 0 | 0 | ||
TERADATA CORP DEL | COM | 88076W103 | 6,922 | 158,477 | SH | SOLE | 158,477 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 8,880 | 129,485 | SH | SOLE | 129,485 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 8,134 | 55,400 | SH | SOLE | 55,400 | 0 | 0 | ||
UNITED PARCEL SERVICE | INC CL B | 911312106 | 3,658 | 32,903 | SH | SOLE | 32,903 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,420 | 33,835 | SH | SOLE | 33,835 | 0 | 0 | ||
VEEVA SYS INC CL A | COM | 922475108 | 7,184 | 272,000 | SH | SOLE | 272,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 7,288 | 373,000 | SH | SOLE | 373,000 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 1,535 | 16,300 | SH | SOLE | 16,300 | 0 | 0 |