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
ANTHEM INC COM 036752103 2,609 20,824 SH   SOLE 20,824 0 0
APPLE INC COM 037833100 3,316 29,333 SH   SOLE 29,333 0 0
BED BATH & BEYOND INC COM 075896100 2,044 47,419 SH   SOLE 47,419 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 12,541 58 SH   SOLE 58 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 2,544 275,607 SH   SOLE 275,607 0 0
BUCKLE INC COM 118440106 2,673 111,249 SH   SOLE 111,249 0 0
CISCO SYS INC COM 17275R102 2,799 88,231 SH   SOLE 88,231 0 0
EXPRESS INC COM 30219E103 2,215 187,846 SH   SOLE 187,846 0 0
FITBIT INC CL A 33812L102 3,355 226,051 SH   SOLE 226,051 0 0
FOSSIL GROUP INC COM 34988V106 2,029 73,077 SH   SOLE 73,077 0 0
GAMESTOP CORP NEW CL A 36467W109 1,732 62,768 SH   SOLE 62,768 0 0
GAP INC DEL COM 364760108 2,007 90,226 SH   SOLE 90,226 0 0
GILEAD SCIENCES INC COM 375558103 2,710 34,254 SH   SOLE 34,254 0 0
GREENBRIER COS INC COM 393657101 3,216 91,104 SH   SOLE 91,104 0 0
INTERDIGITAL INC COM 45867G101 2,745 34,665 SH   SOLE 34,665 0 0
KULICKE & SOFFA INDS INC COM 501242101 2,996 231,706 SH   SOLE 231,706 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,215 27,458 SH   SOLE 27,458 0 0
MAGELLAN HEALTH INC COM NEW 559079207 2,514 46,796 SH   SOLE 46,796 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,481 53,029 SH   SOLE 53,029 0 0
MICROSOFT CORP COM 594918104 2,553 44,326 SH   SOLE 44,326 0 0
MOLINA HEALTHCARE INC COM 60855R100 3,384 58,031 SH   SOLE 58,031 0 0
MYRIAD GENETICS INC COM 62855J104 1,966 95,511 SH   SOLE 95,511 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,262 61,569 SH   SOLE 61,569 0 0
ROBERT HALF INTL INC COM 770323103 2,859 75,517 SH   SOLE 75,517 0 0
SANDERSON FARMS INC COM 800013104 2,095 21,751 SH   SOLE 21,751 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 3,435 54,104 SH   SOLE 54,104 0 0
TERADATA CORP DEL COM 88076W103 875 28,212 SH   SOLE 28,212 0 0
TRINITY INDS INC COM 896522109 2,660 110,007 SH   SOLE 110,007 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,171 26,851 SH   SOLE 26,851 0 0
WABASH NATL CORP COM 929566107 2,996 210,398 SH   SOLE 210,398 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 2,975 25,410 SH   SOLE 25,410 0 0
WESTLAKE CHEM CORP COM 960413102 3,056 57,126 SH   SOLE 57,126 0 0