The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ANTHEM INC | COM | 036752103 | 2,994 | 20,824 | SH | SOLE | 20,824 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 3,397 | 29,333 | SH | SOLE | 29,333 | 0 | 0 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 1,453 | 35,746 | SH | SOLE | 35,746 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 14,159 | 58 | SH | SOLE | 58 | 0 | 0 | ||
| BUCKLE INC | COM | 118440106 | 2,172 | 95,249 | SH | SOLE | 95,249 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 2,666 | 88,231 | SH | SOLE | 88,231 | 0 | 0 | ||
| EXPRESS INC | COM | 30219E103 | 1,982 | 184,215 | SH | SOLE | 184,215 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 2,069 | 282,677 | SH | SOLE | 282,677 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 1,579 | 61,077 | SH | SOLE | 61,077 | 0 | 0 | ||
| GAMESTOP CORP NEW | CL A | 36467W109 | 1,586 | 62,768 | SH | SOLE | 62,768 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 1,800 | 80,226 | SH | SOLE | 80,226 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 2,951 | 41,209 | SH | SOLE | 41,209 | 0 | 0 | ||
| GREENBRIER COS INC | COM | 393657101 | 3,370 | 81,104 | SH | SOLE | 81,104 | 0 | 0 | ||
| HP INC | COM | 40434L105 | 2,220 | 149,600 | SH | SOLE | 149,600 | 0 | 0 | ||
| INTERDIGITAL INC | COM | 45867G101 | 2,832 | 31,005 | SH | SOLE | 31,005 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 2,370 | 148,600 | SH | SOLE | 148,600 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 2,355 | 27,458 | SH | SOLE | 27,458 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 2,043 | 47,529 | SH | SOLE | 47,529 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,936 | 31,163 | SH | SOLE | 31,163 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 3,149 | 58,031 | SH | SOLE | 58,031 | 0 | 0 | ||
| MYRIAD GENETICS INC | COM | 62855J104 | 2,266 | 135,911 | SH | SOLE | 135,911 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 2,305 | 61,569 | SH | SOLE | 61,569 | 0 | 0 | ||
| PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 2,089 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| ROBERT HALF INTL INC | COM | 770323103 | 3,684 | 75,517 | SH | SOLE | 75,517 | 0 | 0 | ||
| SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 3,255 | 45,604 | SH | SOLE | 45,604 | 0 | 0 | ||
| TERADATA CORP DEL | COM | 88076W103 | 1,219 | 44,862 | SH | SOLE | 44,862 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 3,054 | 110,007 | SH | SOLE | 110,007 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 3,851 | 26,851 | SH | SOLE | 26,851 | 0 | 0 | ||
| WABASH NATL CORP | COM | 929566107 | 3,329 | 210,398 | SH | SOLE | 210,398 | 0 | 0 | ||
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 2,770 | 20,210 | SH | SOLE | 20,210 | 0 | 0 | ||
| WESTLAKE CHEM CORP | COM | 960413102 | 3,198 | 57,126 | SH | SOLE | 57,126 | 0 | 0 | ||