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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Apple COM 037833100   6,231,069 36,337 SH   SOLE   36,337 0 0
AbbVie COM 00287Y109   6,141,505 33,726 SH   SOLE   33,726 0 0
Broadcom Inc COM 11135F101   9,790,804 7,387 SH   SOLE   7,387 0 0
Bank of America Corp COM 060505104   8,072,068 212,871 SH   SOLE   212,871 0 0
Cardinal Health COM 14149Y108   8,079,292 72,201 SH   SOLE   72,201 0 0
AmerisourceBergen COM 03073E105   9,743,413 40,098 SH   SOLE   40,098 0 0
Eaton Corporation COM G29183103   8,108,730 25,933 SH   SOLE   25,933 0 0
Fedex Corp COM 31428X106   6,666,917 23,010 SH   SOLE   23,010 0 0
GE AEROSPACE COM 369604301   9,176,708 52,280 SH   SOLE   52,280 0 0
Humana COM 444859102   4,066,332 11,728 SH   SOLE   11,728 0 0
Juniper Networks COM 48203R104   6,071,132 163,819 SH   SOLE   163,819 0 0
Kroger Co COM 501044101   7,656,163 134,013 SH   SOLE   134,013 0 0
LINDE PLC COM G54950103   8,451,088 18,201 SH   SOLE   18,201 0 0
LOWES COMPANIES INC COM 548661107   7,466,136 29,310 SH   SOLE   29,310 0 0
Mastercard Incorporated COM 57636Q104   7,774,466 16,144 SH   SOLE   16,144 0 0
MCDONALDS CORP COM 580135101   6,626,389 23,502 SH   SOLE   23,502 0 0
Marathon Petroleum COM 56585A102   7,997,938 39,692 SH   SOLE   39,692 0 0
MSCI COM 55354G100   6,872,798 12,263 SH   SOLE   12,263 0 0
Microsoft Corporation COM 594918104   8,267,989 19,652 SH   SOLE   19,652 0 0
NVIDIA CORP COM 67066G104   11,514,969 12,744 SH   SOLE   12,744 0 0
Oneok COM 682680103   7,512,490 93,707 SH   SOLE   93,707 0 0
Qualcomm COM 747525103   7,232,496 42,720 SH   SOLE   42,720 0 0
Ryder System COM 783549108   7,526,298 62,620 SH   SOLE   62,620 0 0
Powershares SP 500 Equal Weight COM 46137V357   27,099 160 SH   SOLE   160 0 0
SPDR SP 500 ETF Trust COM 78462F103   447,225 855 SH   SOLE   855 0 0
Sysco Corp COM 871829107   6,900,300 85,000 SH   SOLE   85,000 0 0
Target Corp COM 87612E106   8,505,194 47,995 SH   SOLE   47,995 0 0
TJX Cos COM 872540109   7,602,038 74,956 SH   SOLE   74,956 0 0
Texas Instruments COM 882508104   6,376,609 36,603 SH   SOLE   36,603 0 0
Valero Energy COM 91913Y100   7,370,394 43,180 SH   SOLE   43,180 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   4,563,966 210,418 SH   SOLE   210,418 0 0
Williams Companies COM 969457100   6,881,985 176,597 SH   SOLE   176,597 0 0