And? There's a total of 65 available across the entire US.
Lots of reason people can't take delivery, including not physically being able to take delivery.
Edit: Actually someone on twitter did offer theory that makes sense, but we would need a flyover of the Fremont factory to know for sure. His theory is that the parts for the Model S's that had been sitting on the lot (about 400-500 in total) came in and now they're being sent out. But because they were waiting on parts, they werern't "assigned" to any particular order because of the uncertainty.
Edit 2: Now not so sure. There's one in Hawaii. No way they would send a S to Hawaii unless it was for a specific order and the person cancelled.