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
ALPHABET INC CAP STK CL A 02079K305 241 229 SH   SOLE NONE 229 0 0
AMAZON COM INC COM 023135106 302 258 SH   SOLE NONE 258 0 0
BOEING CO COM 097023105 229 775 SH   SOLE NONE 775 0 0
LOCKHEED MARTIN CORP COM 539830109 265 826 SH   SOLE NONE 826 0 0
3M CO COM 88579Y101 202 859 SH   SOLE NONE 859 0 0
COSTCO WHSL CORP NEW COM 22160K105 255 1,370 SH   SOLE NONE 1,370 0 0
AON PLC SHS CL A G0408V102 236 1,759 SH   SOLE NONE 1,759 0 0
PEPSICO INC COM 713448108 212 1,772 SH   SOLE NONE 1,772 0 0
FIDELITY NATL INFORMATIO COM 31620M106 214 2,278 SH   SOLE NONE 2,278 0 0
THERMO FISHER SCIENTIFIC COM 883556102 446 2,350 SH   SOLE NONE 2,350 0 0
VISA INC COM CL A 92826C839 284 2,494 SH   SOLE NONE 2,494 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 377 3,026 SH   SOLE NONE 3,026 0 0
ISHARES TR IBOXX INV CP ETF 464287242 371 3,049 SH   SOLE NONE 3,049 0 0
MASTERCARD INCORPORATED CL A 57636Q104 483 3,189 SH   SOLE NONE 3,189 0 0
HONEYWELL INTL INC COM 438516106 522 3,402 SH   SOLE NONE 3,402 0 0
FACEBOOK INC CL A 30303M102 619 3,507 SH   SOLE NONE 3,507 0 0
MICROSOFT CORP COM 594918104 327 3,817 SH   SOLE NONE 3,817 0 0
US BANCORP DEL COM NEW 902973304 214 4,003 SH   SOLE NONE 4,003 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 365 4,348 SH   SOLE NONE 4,348 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 459 4,348 SH   SOLE NONE 4,348 0 0
DOMINION ENERGY INC COM 25746U109 377 4,650 SH   SOLE NONE 4,650 0 0
JPMORGAN CHASE & CO COM 46625H100 550 5,141 SH   SOLE NONE 5,141 0 0
JOHNSON CTLS INTL PLC SHS G51502105 218 5,708 SH   SOLE NONE 5,708 0 0
FISERV INC COM 337738108 812 6,189 SH   SOLE NONE 6,189 0 0
ABBVIE INC COM 00287Y109 645 6,673 SH   SOLE NONE 6,673 0 0
PJT PARTNERS INC COM CL A 69343T107 309 6,771 SH   SOLE NONE 6,771 0 0
FASTENAL CO COM 311900104 434 7,938 SH   SOLE NONE 7,938 0 0
INTEL CORP COM 458140100 369 7,986 SH   SOLE NONE 7,986 0 0
LENNAR CORP CL B 526057302 512 9,900 SH   SOLE NONE 9,900 0 0
MCDONALDS CORP COM 580135101 1,761 10,229 SH   SOLE NONE 10,229 0 0
ALTRIA GROUP INC COM 02209S103 769 10,775 SH   SOLE NONE 10,775 0 0
LILLY ELI & CO COM 532457108 923 10,925 SH   SOLE NONE 10,925 0 0
JOHNSON & JOHNSON COM 478160104 1,599 11,443 SH   SOLE NONE 11,443 0 0
SPROUTS FMRS MKT INC COM 85208M102 288 11,815 SH   SOLE NONE 11,815 0 0
IDERA PHARMACEUTICALS IN COM NEW 45168K306 26 12,300 SH   SOLE NONE 12,300 0 0
COCA COLA CO COM 191216100 583 12,711 SH   SOLE NONE 12,711 0 0
APPLE INC COM 037833100 3,219 19,023 SH   SOLE NONE 19,023 0 0
WEC ENERGY GROUP INC COM 92939U106 1,265 19,050 SH   SOLE NONE 19,050 0 0
NUVEEN AMT FREE MUN CR I COM 67071L106 414 26,800 PRN   SOLE NONE 26,800 0 0
SPDR SER TR NUVEEN BLMBRG SR 78468R739 2,227 46,475 SH   SOLE NONE 46,475 0 0
ISHARES TR NATIONAL MUN ETF 464288414 5,570 50,294 SH   SOLE NONE 50,294 0 0
VANECK VECTORS ETF TR AMT FREE INT ETF 92189F544 1,317 54,725 SH   SOLE NONE 54,725 0 0
VERU INC COM 92536C103 63 55,000 SH   SOLE NONE 55,000 0 0
VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 4,806 60,755 SH   SOLE NONE 60,755 0 0
SPDR SER TR NUVEEN BRC MUNIC 78468R721 3,532 72,116 SH   SOLE NONE 72,116 0 0
XCEL ENERGY INC COM 98389B100 3,935 81,787 SH   SOLE NONE 81,787 0 0
TOPBUILD CORP COM 89055F103 6,989 92,274 SH   SOLE NONE 92,274 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 10,403 123,688 SH   SOLE NONE 123,688 0 0
CLOROX CO DEL COM 189054109 18,656 125,430 SH   SOLE NONE 125,430 0 0
CONSOLIDATED EDISON INC COM 209115104 11,723 138,002 SH   SOLE NONE 138,002 0 0
SOUTHERN CO COM 842587107 8,923 185,553 SH   SOLE NONE 185,553 0 0
ALLIANCEBERNSTEIN HOLDIN UNIT LTD PARTN 01881G106 6,236 248,950 SH   SOLE NONE 248,950 0 0
AT&T INC COM 00206R102 10,079 259,227 SH   SOLE NONE 259,227 0 0
ANALOG DEVICES INC COM 032654105 24,122 270,948 SH   SOLE NONE 270,948 0 0
CATERPILLAR INC DEL COM 149123101 47,037 298,495 SH   SOLE NONE 298,495 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,371 323,900 SH   SOLE NONE 323,900 0 0
HOME DEPOT INC COM 437076102 64,674 341,236 SH   SOLE NONE 341,236 0 0
REPUBLIC SVCS INC COM 760759100 25,450 376,424 SH   SOLE NONE 376,424 0 0
PROCTER AND GAMBLE CO COM 742718109 35,988 391,680 SH   SOLE NONE 391,680 0 0
TEXAS INSTRS INC COM 882508104 40,983 392,403 SH   SOLE NONE 392,403 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 38,990 431,588 SH   SOLE NONE 431,588 0 0
TEREX CORP NEW COM 880779103 21,687 449,750 SH   SOLE NONE 449,750 0 0
WASTE MGMT INC DEL COM 94106L109 42,903 497,135 SH   SOLE NONE 497,135 0 0
LENNAR CORP CL A 526057104 31,582 499,394 SH   SOLE NONE 499,394 0 0
OLD REP INTL CORP COM 680223104 11,708 547,605 SH   SOLE NONE 547,605 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 15,500 557,570 SH   SOLE NONE 557,570 0 0
CITIGROUP INC COM NEW 172967424 45,194 607,361 SH   SOLE NONE 607,361 0 0
CALATLANTIC GROUP INC COM 128195104 34,330 608,800 SH   SOLE NONE 608,800 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 30,515 615,594 SH   SOLE NONE 615,594 0 0
XILINX INC COM 983919101 41,996 622,900 SH   SOLE NONE 622,900 0 0
MORGAN STANLEY COM NEW 617446448 37,156 708,140 SH   SOLE NONE 708,140 0 0
T MOBILE US INC COM 872590104 47,068 741,118 SH   SOLE NONE 741,118 0 0
MASCO CORP COM 574599106 38,576 877,915 SH   SOLE NONE 877,915 0 0
SANMINA CORPORATION COM 801056102 29,136 882,912 SH   SOLE NONE 882,912 0 0
SCHWAB CHARLES CORP NEW COM 808513105 47,193 918,695 SH   SOLE NONE 918,695 0 0
D R HORTON INC COM 23331A109 50,163 982,246 SH   SOLE NONE 982,246 0 0
RADIAN GROUP INC COM 750236101 20,380 988,850 SH   SOLE NONE 988,850 0 0
KB HOME COM 48666K109 32,749 1,025,000 SH   SOLE NONE 1,025,000 0 0
CORNING INC COM 219350105 33,921 1,060,350 SH   SOLE NONE 1,060,350 0 0
CISCO SYS INC COM 17275R102 43,157 1,126,815 SH   SOLE NONE 1,126,815 0 0
FIFTH THIRD BANCORP COM 316773100 34,313 1,130,938 SH   SOLE NONE 1,130,938 0 0
BANK AMER CORP COM 060505104 53,076 1,797,969 SH   SOLE NONE 1,797,969 0 0
MGIC INVT CORP WIS COM 552848103 34,157 2,420,800 SH   SOLE NONE 2,420,800 0 0
FLEX LTD ORD Y2573F102 44,042 2,448,130 SH   SOLE NONE 2,448,130 0 0