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
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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   5,731,219 27,934 SH   SOLE   27,934 0 0
AbbVie COM 00287Y109   5,066,869 27,297 SH   SOLE   27,297 0 0
Arista Networks COM 040413205   4,544,099 44,415 SH   SOLE   44,415 0 0
Broadcom Inc COM 11135F101   10,455,129 37,929 SH   SOLE   37,929 0 0
Bank of America Corp COM 060505104   7,036,531 148,701 SH   SOLE   148,701 0 0
Best Buy Co. COM 086516101   3,686,108 54,910 SH   SOLE   54,910 0 0
Citigroup COM 172967424   5,927,331 69,635 SH   SOLE   69,635 0 0
Cardinal Health COM 14149Y108   9,502,920 56,565 SH   SOLE   56,565 0 0
AmerisourceBergen COM 03073E105   8,222,187 27,421 SH   SOLE   27,421 0 0
Eaton Corporation COM G29183103   5,901,045 16,530 SH   SOLE   16,530 0 0
Fedex Corp COM 31428X106   4,375,718 19,250 SH   SOLE   19,250 0 0
GE AEROSPACE COM 369604301   6,815,687 26,480 SH   SOLE   26,480 0 0
GE VERNOVA INC COM 36828A101   1,770,536 3,346 SH   SOLE   3,346 0 0
Kroger Co COM 501044101   7,268,616 101,333 SH   SOLE   101,333 0 0
LOWES COMPANIES INC COM 548661107   5,367,257 24,191 SH   SOLE   24,191 0 0
Mastercard Incorporated COM 57636Q104   6,875,336 12,235 SH   SOLE   12,235 0 0
MCDONALDS CORP COM 580135101   6,027,759 20,631 SH   SOLE   20,631 0 0
Microsoft Corporation COM 594918104   7,331,823 14,740 SH   SOLE   14,740 0 0
NVIDIA CORP COM 67066G104   6,679,027 42,275 SH   SOLE   42,275 0 0
Oneok COM 682680103   5,673,122 69,498 SH   SOLE   69,498 0 0
Progressive Corp COM 743315103   16,854,878 63,160 SH   SOLE   63,160 0 0
PayPal Holdings COM 70450Y103   4,571,795 61,515 SH   SOLE   61,515 0 0
Ryder System COM 783549108   6,881,997 43,283 SH   SOLE   43,283 0 0
Powershares SP 500 Equal Weight COM 46137V357   29,078 160 SH   SOLE   160 0 0
SPDR SP 500 ETF Trust COM 78462F103   528,262 855 SH   SOLE   855 0 0
Synchrony Financial COM 87165B103   5,145,187 77,093 SH   SOLE   77,093 0 0
Sysco Corp COM 871829107   5,760,633 76,058 SH   SOLE   76,058 0 0
Target Corp COM 87612E106   3,905,356 39,588 SH   SOLE   39,588 0 0
TJX Cos COM 872540109   6,822,329 55,246 SH   SOLE   55,246 0 0
Targa Resources Corp COM 87612G101   5,110,118 29,355 SH   SOLE   29,355 0 0
Texas Instruments COM 882508104   6,515,531 31,382 SH   SOLE   31,382 0 0
Valero Energy COM 91913Y100   5,298,836 39,420 SH   SOLE   39,420 0 0
Williams Companies COM 969457100   6,565,906 104,536 SH   SOLE   104,536 0 0