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
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 331 5,180 SH   SOLE NONE 5,180 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 665 3,333 SH   SOLE NONE 3,333 0 0
TOPBUILD CORP COM 89055F103 6,987 91,306 SH   SOLE NONE 91,306 0 0
NUVEEN AMT FREE MUN CR INC F COM 67071L106 389 26,800 PRN   SOLE NONE 26,800 0 0
EXXON MOBIL CORP COM 30231G102 395 5,295 SH   SOLE NONE 5,295 0 0
XILINX INC COM 983919101 45,364 627,960 SH   SOLE NONE 627,960 0 0
XCEL ENERGY INC COM 98389B100 3,720 81,787 SH   SOLE NONE 81,787 0 0
WASTE MGMT INC DEL COM 94106L109 42,825 509,090 SH   SOLE NONE 509,090 0 0
WEC ENERGY GROUP INC COM 92939U106 2,998 47,811 SH   SOLE NONE 47,811 0 0
VERU INC COM 92536C103 100 55,000 SH   SOLE NONE 55,000 0 0
VISA INC COM CL A 92826C839 298 2,494 SH   SOLE NONE 2,494 0 0
US BANCORP DEL COM NEW 902973304 212 4,206 SH   SOLE NONE 4,206 0 0
TEXAS INSTRS INC COM 882508104 40,597 390,773 SH   SOLE NONE 390,773 0 0
T MOBILE US INC COM 872590104 45,774 749,903 SH   SOLE NONE 749,903 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 485 2,350 SH   SOLE NONE 2,350 0 0
SPDR SER TR NUVEEN BRC MUNIC 78468R721 3,353 69,816 SH   SOLE NONE 69,816 0 0
TEREX CORP NEW COM 880779103 16,842 450,200 SH   SOLE NONE 450,200 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 16,161 576,570 SH   SOLE NONE 576,570 0 0
AT&T INC COM 00206R102 9,236 259,077 SH   SOLE NONE 259,077 0 0
S&P GLOBAL INC COM 78409V104 205 1,074 SH   SOLE NONE 1,074 0 0
SOUTHERN CO COM 842587107 8,498 190,277 SH   SOLE NONE 190,277 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 363 4,348 SH   SOLE NONE 4,348 0 0
SPDR SER TR NUVEEN BLMBRG SR 78468R739 1,924 40,225 SH   SOLE NONE 40,225 0 0
SPROUTS FMRS MKT INC COM 85208M102 277 11,815 SH   SOLE NONE 11,815 0 0
SCHWAB CHARLES CORP NEW COM 808513105 48,248 923,945 SH   SOLE NONE 923,945 0 0
SANMINA CORPORATION COM 801056102 23,122 884,212 SH   SOLE NONE 884,212 0 0
REPUBLIC SVCS INC COM 760759100 24,886 375,749 SH   SOLE NONE 375,749 0 0
RADIAN GROUP INC COM 750236101 18,945 995,025 SH   SOLE NONE 995,025 0 0
PJT PARTNERS INC COM CL A 69343T107 339 6,766 SH   SOLE NONE 6,766 0 0
PROCTER AND GAMBLE CO COM 742718109 30,973 390,680 SH   SOLE NONE 390,680 0 0
OLD REP INTL CORP COM 680223104 11,850 552,456 SH   SOLE NONE 552,456 0 0
ISHARES TR NATIONAL MUN ETF 464288414 5,350 49,117 SH   SOLE NONE 49,117 0 0
MGIC INVT CORP WIS COM 552848103 31,645 2,434,250 SH   SOLE NONE 2,434,250 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 46,516 441,743 SH   SOLE NONE 441,743 0 0
MICROSOFT CORP COM 594918104 358 3,917 SH   SOLE NONE 3,917 0 0
MORGAN STANLEY COM NEW 617446448 38,346 710,645 SH   SOLE NONE 710,645 0 0
MERCK & CO INC COM 58933Y105 307 5,633 SH   SOLE NONE 5,633 0 0
ALTRIA GROUP INC COM 02209S103 590 9,475 SH   SOLE NONE 9,475 0 0
MCDONALDS CORP COM 580135101 1,349 8,629 SH   SOLE NONE 8,629 0 0
MASCO CORP COM 574599106 35,295 872,765 SH   SOLE NONE 872,765 0 0
MASTERCARD INCORPORATED CL A 57636Q104 375 2,139 SH   SOLE NONE 2,139 0 0
ISHARES TR IBOXX INV CP ETF 464287242 297 2,532 SH   SOLE NONE 2,532 0 0
LOCKHEED MARTIN CORP COM 539830109 272 806 SH   SOLE NONE 806 0 0
LILLY ELI & CO COM 532457108 747 9,650 SH   SOLE NONE 9,650 0 0
LENNAR CORP CL B 526057302 952 19,965 SH   SOLE NONE 19,965 0 0
LENNAR CORP CL A 526057104 60,242 1,022,095 SH   SOLE NONE 1,022,095 0 0
COCA COLA CO COM 191216100 578 13,311 SH   SOLE NONE 13,311 0 0
KB HOME COM 48666K109 29,410 1,033,750 SH   SOLE NONE 1,033,750 0 0
JPMORGAN CHASE & CO COM 46625H100 565 5,141 SH   SOLE NONE 5,141 0 0
JOHNSON & JOHNSON COM 478160104 1,197 9,337 SH   SOLE NONE 9,337 0 0
VANECK VECTORS ETF TR AMT FREE INT ETF 92189F544 1,276 54,225 SH   SOLE NONE 54,225 0 0
INTEL CORP COM 458140100 449 8,623 SH   SOLE NONE 8,623 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 429 4,162 SH   SOLE NONE 4,162 0 0
HONEYWELL INTL INC COM 438516106 503 3,482 SH   SOLE NONE 3,482 0 0
HOME DEPOT INC COM 437076102 61,016 342,323 SH   SOLE NONE 342,323 0 0
ALPHABET INC CAP STK CL A 02079K305 248 239 SH   SOLE NONE 239 0 0
CORNING INC COM 219350105 30,011 1,076,450 SH   SOLE NONE 1,076,450 0 0
FLEX LTD ORD Y2573F102 40,253 2,464,980 SH   SOLE NONE 2,464,980 0 0
FIFTH THIRD BANCORP COM 316773100 35,714 1,124,866 SH   SOLE NONE 1,124,866 0 0
FISERV INC COM 337738108 804 11,278 SH   SOLE NONE 11,278 0 0
FACEBOOK INC CL A 30303M102 592 3,707 SH   SOLE NONE 3,707 0 0
FASTENAL CO COM 311900104 433 7,938 SH   SOLE NONE 7,938 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 33,603 606,434 SH   SOLE NONE 606,434 0 0
CONSOLIDATED EDISON INC COM 209115104 10,789 138,426 SH   SOLE NONE 138,426 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 9,692 125,104 SH   SOLE NONE 125,104 0 0
D R HORTON INC COM 23331A109 42,532 970,164 SH   SOLE NONE 970,164 0 0
DOMINION ENERGY INC COM 25746U109 314 4,650 SH   SOLE NONE 4,650 0 0
CISCO SYS INC COM 17275R102 48,829 1,138,465 SH   SOLE NONE 1,138,465 0 0
COSTCO WHSL CORP NEW COM 22160K105 258 1,370 SH   SOLE NONE 1,370 0 0
CLOROX CO DEL COM 189054109 16,882 126,830 SH   SOLE NONE 126,830 0 0
CATERPILLAR INC DEL COM 149123101 44,524 302,105 SH   SOLE NONE 302,105 0 0
CITIGROUP INC COM NEW 172967424 41,551 615,565 SH   SOLE NONE 615,565 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,455 327,232 SH   SOLE NONE 327,232 0 0
VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 4,803 61,234 SH   SOLE NONE 61,234 0 0
BANK AMER CORP COM 060505104 53,636 1,788,458 SH   SOLE NONE 1,788,458 0 0
BOEING CO COM 097023105 257 785 SH   SOLE NONE 785 0 0
AON PLC SHS CL A G0408V102 247 1,759 SH   SOLE NONE 1,759 0 0
AMAZON COM INC COM 023135106 388 268 SH   SOLE NONE 268 0 0
ANALOG DEVICES INC COM 032654105 24,895 273,183 SH   SOLE NONE 273,183 0 0
ABBVIE INC COM 00287Y109 404 4,273 SH   SOLE NONE 4,273 0 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 6,659 248,025 SH   SOLE NONE 248,025 0 0
APPLE INC COM 037833100 3,415 20,357 SH   SOLE NONE 20,357 0 0