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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Apple COM 037833100   6,534,058 38,164 SH   SOLE   38,164 0 0
AbbVie COM 00287Y109   5,115,739 34,320 SH   SOLE   34,320 0 0
Broadcom Inc COM 11135F101   7,319,071 8,812 SH   SOLE   8,812 0 0
Bank of America Corp COM 060505104   5,970,236 218,051 SH   SOLE   218,051 0 0
Cardinal Health COM 14149Y108   7,436,307 85,652 SH   SOLE   85,652 0 0
AmerisourceBergen COM 03073E105   8,050,238 44,731 SH   SOLE   44,731 0 0
Discover Financial Svcs COM 254709108   4,696,645 54,215 SH   SOLE   54,215 0 0
Fedex Corp COM 31428X106   6,277,279 23,695 SH   SOLE   23,695 0 0
GENERAL ELECTRIC CO COM 369604301   6,285,320 56,855 SH   SOLE   56,855 0 0
Humana COM 444859102   5,349,287 10,995 SH   SOLE   10,995 0 0
Juniper Networks COM 48203R104   4,220,189 151,860 SH   SOLE   151,860 0 0
LINDE PLC COM G54950103   7,523,332 20,205 SH   SOLE   20,205 0 0
LOWES COMPANIES INC COM 548661107   6,304,826 30,335 SH   SOLE   30,335 0 0
Mastercard Incorporated COM 57636Q104   6,853,202 17,310 SH   SOLE   17,310 0 0
MCDONALDS CORP COM 580135101   6,485,629 24,619 SH   SOLE   24,619 0 0
Marathon Petroleum COM 56585A102   6,499,296 42,945 SH   SOLE   42,945 0 0
MSCI COM 55354G100   6,662,344 12,985 SH   SOLE   12,985 0 0
Microsoft Corporation COM 594918104   6,771,259 21,445 SH   SOLE   21,445 0 0
NVIDIA CORP COM 67066G104   5,565,697 12,795 SH   SOLE   12,795 0 0
Oneok COM 682680103   6,251,724 98,561 SH   SOLE   98,561 0 0
Paramount Global COM 92556H206   3,484,870 270,145 SH   SOLE   270,145 0 0
Qualcomm COM 747525103   4,834,442 43,530 SH   SOLE   43,530 0 0
Ryder System COM 783549108   8,186,274 76,543 SH   SOLE   76,543 0 0
Powershares SP 500 Equal Weight COM 46137V357   22,670 160 SH   SOLE   160 0 0
SPDR SP 500 ETF Trust COM 78462F103   123,969 290 SH   SOLE   290 0 0
Sysco Corp COM 871829107   5,489,217 83,107 SH   SOLE   83,107 0 0
Target Corp COM 87612E106   4,998,317 45,205 SH   SOLE   45,205 0 0
TJX Cos COM 872540109   7,517,559 84,581 SH   SOLE   84,581 0 0
Texas Instruments COM 882508104   5,885,437 37,013 SH   SOLE   37,013 0 0
Valero Energy COM 91913Y100   7,103,922 50,130 SH   SOLE   50,130 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   4,104,926 184,574 SH   SOLE   184,574 0 0
Williams Companies COM 969457100   5,593,382 166,025 SH   SOLE   166,025 0 0