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   7,027,730 36,502 SH   SOLE   36,502 0 0
AbbVie COM 00287Y109   4,910,379 31,686 SH   SOLE   31,686 0 0
Broadcom Inc COM 11135F101   9,043,858 8,102 SH   SOLE   8,102 0 0
Bank of America Corp COM 060505104   7,289,252 216,491 SH   SOLE   216,491 0 0
Cardinal Health COM 14149Y108   7,816,637 77,546 SH   SOLE   77,546 0 0
AmerisourceBergen COM 03073E105   8,600,904 41,878 SH   SOLE   41,878 0 0
Eaton Corporation COM G29183103   6,337,901 26,318 SH   SOLE   26,318 0 0
Fedex Corp COM 31428X106   5,741,154 22,695 SH   SOLE   22,695 0 0
GENERAL ELECTRIC CO COM 369604301   6,836,501 53,565 SH   SOLE   53,565 0 0
Humana COM 444859102   5,259,321 11,488 SH   SOLE   11,488 0 0
Juniper Networks COM 48203R104   4,413,274 149,704 SH   SOLE   149,704 0 0
LINDE PLC COM G54950103   7,645,777 18,616 SH   SOLE   18,616 0 0
LOWES COMPANIES INC COM 548661107   6,549,646 29,430 SH   SOLE   29,430 0 0
Mastercard Incorporated COM 57636Q104   6,970,879 16,344 SH   SOLE   16,344 0 0
MCDONALDS CORP COM 580135101   7,005,642 23,627 SH   SOLE   23,627 0 0
Marathon Petroleum COM 56585A102   5,947,307 40,087 SH   SOLE   40,087 0 0
MSCI COM 55354G100   7,046,868 12,458 SH   SOLE   12,458 0 0
Microsoft Corporation COM 594918104   7,529,073 20,022 SH   SOLE   20,022 0 0
NVIDIA CORP COM 67066G104   6,610,692 13,349 SH   SOLE   13,349 0 0
Oneok COM 682680103   6,674,903 95,057 SH   SOLE   95,057 0 0
Paramount Global COM 92556H206   5,656,243 382,437 SH   SOLE   382,437 0 0
Qualcomm COM 747525103   6,291,405 43,500 SH   SOLE   43,500 0 0
Ryder System COM 783549108   7,256,259 63,065 SH   SOLE   63,065 0 0
Powershares SP 500 Equal Weight COM 46137V357   25,248 160 SH   SOLE   160 0 0
SPDR SP 500 ETF Trust COM 78462F103   2,447,846 5,150 SH   SOLE   5,150 0 0
Sysco Corp COM 871829107   6,248,593 85,445 SH   SOLE   85,445 0 0
Target Corp COM 87612E106   7,020,594 49,295 SH   SOLE   49,295 0 0
TJX Cos COM 872540109   7,127,309 75,976 SH   SOLE   75,976 0 0
Texas Instruments COM 882508104   6,152,413 36,093 SH   SOLE   36,093 0 0
Valero Energy COM 91913Y100   5,535,400 42,580 SH   SOLE   42,580 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   4,745,962 181,768 SH   SOLE   181,768 0 0
Williams Companies COM 969457100   6,187,967 177,662 SH   SOLE   177,662 0 0