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
SMITH A O COM 831865209 2,739 48,620 SH   SOLE   48,620 0 0
AT&T INC COM 00206R102 204 5,403 SH   SOLE   5,403 0 0
ALPHABET INC CL A COM 02079K305 3,345 3,598 SH   SOLE   3,598 0 0
ALPHABET INC CL C COM 02079K107 1,367 1,504 SH   SOLE   1,504 0 0
ANADARKO PETE CORP COM 032511107 2,064 45,528 SH   SOLE   45,528 0 0
AMAZON.COM COM 023135106 334 345 SH   SOLE   345 0 0
AMBARELLA COM G037AX101 1,506 31,010 SH   SOLE   31,010 0 0
APACHE COM 037411105 2,233 46,596 SH   SOLE   46,596 0 0
APPLE INC COM 037833100 4,501 31,251 SH   SOLE   31,251 0 0
AUTOZONE COM 053332102 408 715 SH   SOLE   715 0 0
BERRY PLASTICS GROUP INC COM 08579W103 2,063 36,185 SH   SOLE   36,185 0 0
BLACKROCK INC COM 09247X101 3,573 8,459 SH   SOLE   8,459 0 0
CELGENE CORP COM 151020104 3,634 27,985 SH   SOLE   27,985 0 0
CHARLES SCHWAB COM 808513105 3,170 73,800 SH   SOLE   73,800 0 0
CISCO SYSTEMS COM 17275r102 247 7,880 SH   SOLE   7,880 0 0
CITIGROUP COM 172967424 3,353 50,140 SH   SOLE   50,140 0 0
COLGATE PALMOLIVE COM 194162103 736 9,930 SH   SOLE   9,930 0 0
COMMOSCOPE HOLDING CO INC COM 20337X109 3,559 93,585 SH   SOLE   93,585 0 0
DOMINION RES INC VA NEW COM 25746U109 555 7,238 SH   SOLE   7,238 0 0
DOW CHEMICAL COM 260543103 429 6,800 SH   SOLE   6,800 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 439 5,438 SH   SOLE   5,438 0 0
EXXON MOBIL CORP COM 30231G102 1,443 17,878 SH   SOLE   17,878 0 0
FLIR SYSTEMS INC COM 302445101 1,435 41,415 SH   SOLE   41,415 0 0
FACEBOOK INC COM 30303m102 3,946 26,135 SH   SOLE   26,135 0 0
FEDEX CORP COM 31428X106 4,430 20,386 SH   SOLE   20,386 0 0
GENERAL ELECTRIC CO COM 369604103 781 28,917 SH   SOLE   28,917 0 0
GENERAL MLS INC COM 370334104 222 4,000 SH   SOLE   4,000 0 0
HARRIS CORP COM 413875105 3,720 34,101 SH   SOLE   34,101 0 0
HOME DEPOT INC COM 437076102 3,737 24,360 SH   SOLE   24,360 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,054 19,854 SH   SOLE   19,854 0 0
JOHNSON & JOHNSON COM 478160104 423 3,195 SH   SOLE   3,195 0 0
KIMBERLY-CLARK COM 494368103 222 1,720 SH   SOLE   1,720 0 0
LUMINEX CORP DEL COM 55027E102 634 30,000 SH   SOLE   30,000 0 0
MARRIOTT INTL INC NEW COM 571903202 4,171 41,585 SH   SOLE   41,585 0 0
MICROSEMI CORP COM 595137100 2,858 61,075 SH   SOLE   61,075 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,149 28,770 SH   SOLE   28,770 0 0
NIKE INC CL B 654106103 3,062 51,900 SH   SOLE   51,900 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,168 33,380 SH   SOLE   33,380 0 0
PAYPAL HOLDINGS INC COM 70450y103 3,950 73,593 SH   SOLE   73,593 0 0
PEPSICO INC COM 713448108 3,846 33,305 SH   SOLE   33,305 0 0
PIONEER NATURAL RESOURCES COM 723787107 3,390 21,241 SH   SOLE   21,241 0 0
PRAXAIR INC COM 74005P104 2,645 19,955 SH   SOLE   19,955 0 0
PROCTER & GAMBLE CO COM 742718109 1,144 13,124 SH   SOLE   13,124 0 0
RAYTHEON COM 755111507 3,777 23,390 SH   SOLE   23,390 0 0
SCHLUMBERGER COM 806857108 2,667 40,508 SH   SOLE   40,508 0 0
SIMMONS FIRST NATIONAL BANK COM 828730200 348 6,577 SH   SOLE   6,577 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,817 21,880 SH   SOLE   21,880 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,413 95,675 SH   SOLE   95,675 0 0
US BANCORP DEL COM NEW 902973304 3,696 71,195 SH   SOLE   71,195 0 0
UNION PACIFIC COM 907818108 2,918 26,793 SH   SOLE   26,793 0 0
WALT DISNEY COM 254687106 3,126 29,425 SH   SOLE   29,425 0 0
WESTROCK CO COM 96145d105 1,603 28,285 SH   SOLE   28,285 0 0
XPO LOGISTICS INC COM 983793100 3,123 48,325 SH   SOLE   48,325 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956p102 3,228 25,137 SH   SOLE   25,137 0 0