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
ADIENT PLC ORD SHS G0084W101 679 8,090 SH   SOLE 0 0 8,090
ALPHABET INC CAP STK CL C 02079K107 917 956 SH   SOLE 0 0 956
AMGEN INC COM 031162100 1,493 8,005 SH   SOLE 0 0 8,005
AMTRUST FINL SVCS INC COM 032359309 506 37,609 SH   SOLE 0 0 37,609
ANADARKO PETE CORP COM 032511107 985 20,174 SH   SOLE 0 0 20,174
ANDEAVOR COM 03349M105 495 4,800 SH   SOLE 0 0 4,800
APARTMENT INVT & MGMT CO PFD CL A 6.875% 03748R762 995 37,175 SH   SOLE 0 0 37,175
APPLE INC COM 037833100 4,695 30,460 SH   SOLE 0 0 30,460
AT&T INC COM 00206R102 1,158 29,555 SH   SOLE 0 0 29,555
BAKER HUGHES A GE CO CL A 05722G100 744 20,322 SH   SOLE 0 0 20,322
BOEING CO COM 097023105 979 3,850 SH   SOLE 0 0 3,850
BRISTOL MYERS SQUIBB CO COM 110122108 1,085 17,025 SH   SOLE 0 0 17,025
CANADIAN NATL RY CO COM 136375102 397 4,795 SH   SOLE 0 0 4,795
CARNIVAL CORP UNIT 99/99/9999 143658300 1,468 22,735 SH   SOLE 0 0 22,735
CASEYS GEN STORES INC COM 147528103 378 3,450 SH   SOLE 0 0 3,450
CATERPILLAR INC DEL COM 149123101 1,687 13,530 SH   SOLE 0 0 13,530
CELGENE CORP COM 151020104 696 4,775 SH   SOLE 0 0 4,775
CENTURYLINK INC COM 156700106 546 28,870 SH   SOLE 0 0 28,870
CHEESECAKE FACTORY INC COM 163072101 814 19,315 SH   SOLE 0 0 19,315
CHICAGO BRIDGE & IRON CO N V COM 167250109 478 28,451 SH   SOLE 0 0 28,451
CIGNA CORPORATION COM 125509109 894 4,780 SH   SOLE 0 0 4,780
CISCO SYS INC COM 17275R102 1,333 39,650 SH   SOLE 0 0 39,650
CVS HEALTH CORP COM 126650100 423 5,203 SH   SOLE 0 0 5,203
DARDEN RESTAURANTS INC COM 237194105 393 4,985 SH   SOLE 0 0 4,985
DELTA AIR LINES INC DEL COM NEW 247361702 1,354 28,085 SH   SOLE 0 0 28,085
DISCOVER FINL SVCS COM 254709108 1,175 18,226 SH   SOLE 0 0 18,226
DOLLAR GEN CORP NEW COM 256677105 1,104 13,625 SH   SOLE 0 0 13,625
EDWARDS LIFESCIENCES CORP COM 28176E108 700 6,405 SH   SOLE 0 0 6,405
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 123 37,075 SH   SOLE 0 0 37,075
EOG RES INC COM 26875P101 524 5,415 SH   SOLE 0 0 5,415
EXPEDIA INC DEL COM NEW 30212P303 535 3,720 SH   SOLE 0 0 3,720
FACEBOOK INC CL A 30303M102 1,195 6,995 SH   SOLE 0 0 6,995
FEDEX CORP COM 31428X106 1,297 5,750 SH   SOLE 0 0 5,750
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 251 14,000 SH   SOLE 0 0 14,000
GARMIN LTD SHS H2906T109 1,253 23,225 SH   SOLE 0 0 23,225
GILEAD SCIENCES INC COM 375558103 436 5,380 SH   SOLE 0 0 5,380
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,213 29,885 SH   SOLE 0 0 29,885
HANESBRANDS INC COM 410345102 1,340 54,400 SH   SOLE 0 0 54,400
HILL ROM HLDGS INC COM 431475102 503 6,800 SH   SOLE 0 0 6,800
HOME DEPOT INC COM 437076102 1,506 9,205 SH   SOLE 0 0 9,205
HOST HOTELS & RESORTS INC COM 44107P104 1,337 72,300 SH   SOLE 0 0 72,300
INTEL CORP COM 458140100 1,121 29,425 SH   SOLE 0 0 29,425
INTERNATIONAL BUSINESS MACHS COM 459200101 857 5,910 SH   SOLE 0 0 5,910
IRON MTN INC NEW COM 46284V101 1,246 32,040 SH   SOLE 0 0 32,040
KIMBALL ELECTRONICS INC COM 49428J109 1,429 66,000 SH   SOLE 0 0 66,000
KOHLS CORP COM 500255104 981 21,480 SH   SOLE 0 0 21,480
KROGER CO COM 501044101 580 28,900 SH   SOLE 0 0 28,900
LEAR CORP COM NEW 521865204 1,223 7,065 SH   SOLE 0 0 7,065
LILLY ELI & CO COM 532457108 2,358 27,571 SH   SOLE 0 0 27,571
LKQ CORP COM 501889208 501 13,925 SH   SOLE 0 0 13,925
LOWES COS INC COM 548661107 404 5,055 SH   SOLE 0 0 5,055
LUMENTUM HLDGS INC COM 55024U109 433 7,975 SH   SOLE 0 0 7,975
MASTERCARD INCORPORATED CL A 57636Q104 734 5,195 SH   SOLE 0 0 5,195
MATTEL INC COM 577081102 756 48,825 SH   SOLE 0 0 48,825
MICROSOFT CORP COM 594918104 3,552 47,685 SH   SOLE 0 0 47,685
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,367 81,725 SH   SOLE 0 0 81,725
NIKE INC CL B 654106103 999 19,270 SH   SOLE 0 0 19,270
NORFOLK SOUTHERN CORP COM 655844108 1,301 9,840 SH   SOLE 0 0 9,840
NOVAGOLD RES INC COM NEW 66987E206 41 10,000 SH   SOLE 0 0 10,000
ONEOK INC NEW COM 682680103 1,478 26,675 SH   SOLE 0 0 26,675
ORACLE CORP COM 68389X105 1,109 22,940 SH   SOLE 0 0 22,940
PACKAGING CORP AMER COM 695156109 1,410 12,295 SH   SOLE 0 0 12,295
PHILLIPS 66 COM 718546104 1,157 12,635 SH   SOLE 0 0 12,635
POLARIS INDS INC COM 731068102 493 4,715 SH   SOLE 0 0 4,715
RESMED INC COM 761152107 941 12,225 SH   SOLE 0 0 12,225
RIO TINTO PLC SPONSORED ADR 767204100 2,598 55,050 SH   SOLE 0 0 55,050
SCHLUMBERGER LTD COM 806857108 368 5,275 SH   SOLE 0 0 5,275
SHERWIN WILLIAMS CO COM 824348106 229 640 SH   SOLE 0 0 640
SIGNET JEWELERS LIMITED SHS G81276100 404 6,075 SH   SOLE 0 0 6,075
SIRIUS XM HLDGS INC COM 82968B103 856 155,000 SH   SOLE 0 0 155,000
SMITH A O COM 831865209 619 10,415 SH   SOLE 0 0 10,415
SOUTHWEST AIRLS CO COM 844741108 528 9,426 SH   SOLE 0 0 9,426
STRATASYS LTD SHS M85548101 508 21,970 SH   SOLE 0 0 21,970
TJX COS INC NEW COM 872540109 1,336 18,115 SH   SOLE 0 0 18,115
TRACTOR SUPPLY CO COM 892356106 1,402 22,150 SH   SOLE 0 0 22,150
TYSON FOODS INC CL A 902494103 1,536 21,805 SH   SOLE 0 0 21,805
ULTA BEAUTY INC COM 90384S303 766 3,390 SH   SOLE 0 0 3,390
UNDER ARMOUR INC CL C 904311206 278 18,500 SH   SOLE 0 0 18,500
UNION PAC CORP COM 907818108 594 5,120 SH   SOLE 0 0 5,120
UNITED PARCEL SERVICE INC CL B 911312106 1,124 9,360 SH   SOLE 0 0 9,360
UNITEDHEALTH GROUP INC COM 91324P102 1,985 10,135 SH   SOLE 0 0 10,135
VALERO ENERGY CORP NEW COM 91913Y100 1,342 17,450 SH   SOLE 0 0 17,450
VISA INC COM CL A 92826C839 668 6,350 SH   SOLE 0 0 6,350
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,005 13,010 SH   SOLE 0 0 13,010
WAL-MART STORES INC COM 931142103 1,296 16,590 SH   SOLE 0 0 16,590
WHIRLPOOL CORP COM 963320106 1,425 7,725 SH   SOLE 0 0 7,725
WILLIAMS SONOMA INC COM 969904101 1,003 20,125 SH   SOLE 0 0 20,125