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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co Common Equities 88579Y101 6,794 32,700 SH   SOLE   32,700 0 0
ASML Holding NV Common Equities N07059210 752 4,000 SH   SOLE   4,000 0 0
AT&T Inc Common Equities 00206R102 1,565 49,910 SH   SOLE   49,910 0 0
Align Technology Inc Common Equities 016255101 3,912 13,760 SH   SOLE   13,760 0 0
Allstate Corp/The Common Equities 020002101 3,899 41,400 SH   SOLE   41,400 0 0
Alphabet Inc Common Equities 02079K305 9,044 7,685 SH   SOLE   7,685 0 0
Amazon.com Inc Common Equities 023135106 9,616 5,400 SH   SOLE   5,400 0 0
American Express Co Common Equities 025816109 5,670 51,880 SH   SOLE   51,880 0 0
Anadarko Petroleum Corp Common Equities 032511107 2,360 51,900 SH   SOLE   51,900 0 0
Apple Inc Common Equities 037833100 2,596 13,670 SH   SOLE   13,670 0 0
Applied Materials Inc Common Equities 038222105 2,260 57,000 SH   SOLE   57,000 0 0
BB&T Corp Common Equities 054937107 3,694 79,400 SH   SOLE   79,400 0 0
Bank of America Corp Common Equities 060505104 10,520 381,300 SH   SOLE   381,300 0 0
Berkshire Hathaway Inc Common Equities 084670702 5,655 28,150 SH   SOLE   28,150 0 0
BlackRock Inc Common Equities 09247X101 3,880 9,080 SH   SOLE   9,080 0 0
Boeing Co/The Common Equities 097023105 8,299 21,760 SH   SOLE   21,760 0 0
Boston Scientific Corp Common Equities 101137107 7,319 190,700 SH   SOLE   190,700 0 0
CME Group Inc Common Equities 12572Q105 2,414 14,670 SH   SOLE   14,670 0 0
Caterpillar Inc Common Equities 149123101 5,690 42,000 SH   SOLE   42,000 0 0
Chevron Corp Common Equities 166764100 10,605 86,100 SH   SOLE   86,100 0 0
Chubb Ltd Common Equities H1467J104 4,286 30,600 SH   SOLE   30,600 0 0
Cigna Corp Common Equities 125523100 2,254 14,020 SH   SOLE   14,020 0 0
Citigroup Inc Common Equities 172967424 9,221 148,200 SH   SOLE   148,200 0 0
Communication Services Select Sector SPDR Fund Exchange Traded Fund 81369Y852 69,949 1,495,600 SH   SOLE   1,495,600 0 0
ConocoPhillips Common Equities 20825C104 3,190 47,800 SH   SOLE   47,800 0 0
Consumer Discretionary Select Sector SPDR Fund Exchange Traded Fund 81369Y407 80,785 709,580 SH   SOLE   709,580 0 0
Consumer Staples Select Sector SPDR Fund Exchange Traded Fund 81369Y308 60,167 1,072,310 SH   SOLE   1,072,310 0 0
Cummins Inc Common Equities 231021106 3,473 22,000 SH   SOLE   22,000 0 0
Devon Energy Corp Common Equities 25179M103 2,635 83,500 SH   SOLE   83,500 0 0
DowDuPont Inc Common Equities 26078J100 7,692 144,300 SH   SOLE   144,300 0 0
E TRADE Financial Corp Common Equities 269246401 3,166 68,200 SH   SOLE   68,200 0 0
EOG Resources Inc Common Equities 26875P101 2,179 22,900 SH   SOLE   22,900 0 0
Edwards Lifesciences Corp Common Equities 28176E108 4,783 25,000 SH   SOLE   25,000 0 0
Energy Select Sector SPDR Fund Exchange Traded Fund 81369Y506 211,303 3,195,756 SH   SOLE   3,195,756 0 0
Exxon Mobil Corp Common Equities 30231G102 14,329 177,350 SH   SOLE   177,350 0 0
Facebook Inc Common Equities 30303M102 733 4,400 SH   SOLE   4,400 0 0
Financial Select Sector SPDR Fund Exchange Traded Fund 81369Y605 24,469 951,760 SH   SOLE   951,760 0 0
Freeport-McMoRan Inc Common Equities 35671D857 1,656 128,500 SH   SOLE   128,500 0 0
GW Pharmaceuticals PLC Common Equities 36197T103 878 5,210 SH   SOLE   5,210 0 0
Goldman Sachs Group Inc/The Common Equities 38141G104 3,902 20,325 SH   SOLE   20,325 0 0
Halliburton Co Common Equities 406216101 2,150 73,400 SH   SOLE   73,400 0 0
Health Care Select Sector SPDR Fund Exchange Traded Fund 81369Y209 52,861 576,145 SH   SOLE   576,145 0 0
Honeywell International Inc Common Equities 438516106 5,959 37,500 SH   SOLE   37,500 0 0
IDEXX Laboratories Inc Common Equities 45168D104 2,325 10,400 SH   SOLE   10,400 0 0
Illinois Tool Works Inc Common Equities 452308109 4,592 32,000 SH   SOLE   32,000 0 0
Illumina Inc Common Equities 452327109 6,471 20,830 SH   SOLE   20,830 0 0
Independent Bank Group Inc Common Equities 45384B106 1,477 28,800 SH   SOLE   28,800 0 0
Industrial Select Sector SPDR Fund Exchange Traded Fund 81369Y704 30,348 404,490 SH   SOLE   404,490 0 0
Intuitive Surgical Inc Common Equities 46120E602 7,343 12,870 SH   SOLE   12,870 0 0
Invesco DB Commodity Index Tracking Fund Exchange Traded Fund 46138B103 4,054 255,000 SH   SOLE   255,000 0 0
JPMorgan Chase & Co Common Equities 46625H100 11,459 113,200 SH   SOLE   113,200 0 0
Johnson & Johnson Common Equities 478160104 14,468 103,500 SH   SOLE   103,500 0 0
Martin Marietta Materials Inc Common Equities 573284106 3,065 15,240 SH   SOLE   15,240 0 0
Mastercard Inc Common Equities 57636Q104 675 2,870 SH   SOLE   2,870 0 0
Materials Select Sector SPDR Fund Exchange Traded Fund 81369Y100 3,586 64,620 SH   SOLE   64,620 0 0
Microsoft Corp Common Equities 594918104 1,772 15,030 SH   SOLE   15,030 0 0
Morgan Stanley Common Equities 617446448 4,046 95,900 SH   SOLE   95,900 0 0
Netflix Inc Common Equities 64110L106 2,228 6,250 SH   SOLE   6,250 0 0
Occidental Petroleum Corp Common Equities 674599105 4,362 65,900 SH   SOLE   65,900 0 0
Old National Bancorp/IN Common Equities 680033107 1,536 93,700 SH   SOLE   93,700 0 0
PNC Financial Services Group Inc/The Common Equities 693475105 2,281 18,600 SH   SOLE   18,600 0 0
Parker-Hannifin Corp Common Equities 701094104 3,398 19,800 SH   SOLE   19,800 0 0
Pfizer Inc Common Equities 717081103 11,275 265,500 SH   SOLE   265,500 0 0
Raytheon Co Common Equities 755111507 4,515 24,800 SH   SOLE   24,800 0 0
Real Estate Select Sector SPDR Fund Exchange Traded Fund 81369Y860 26,322 726,729 SH   SOLE   726,729 0 0
SPDR Portfolio Long Term Treasury ETF Exchange Traded Fund 78464A664 86,790 2,385,000 SH   SOLE   2,385,000 0 0
STMicroelectronics NV Common Equities 861012102 712 48,000 SH   SOLE   48,000 0 0
SVB Financial Group Common Equities 78486Q101 2,183 9,820 SH   SOLE   9,820 0 0
Schlumberger Ltd Common Equities 806857108 3,320 76,200 SH   SOLE   76,200 0 0
Summit Materials Inc Common Equities 86614U100 2,182 137,500 SH   SOLE   137,500 0 0
Technology Select Sector SPDR Fund Exchange Traded Fund 81369Y803 178,097 2,406,720 SH   SOLE   2,406,720 0 0
Texas Capital Bancshares Inc Common Equities 88224Q107 3,586 65,700 SH   SOLE   65,700 0 0
Thermo Fisher Scientific Inc Common Equities 883556102 6,232 22,770 SH   SOLE   22,770 0 0
Travelers Cos Inc/The Common Equities 89417E109 4,101 29,900 SH   SOLE   29,900 0 0
US Bancorp Common Equities 902973304 4,525 93,900 SH   SOLE   93,900 0 0
US Concrete Inc Common Equities 90333L201 2,178 52,600 SH   SOLE   52,600 0 0
United Parcel Service Inc Common Equities 911312106 4,648 41,600 SH   SOLE   41,600 0 0
United Technologies Corp Common Equities 913017109 5,722 44,400 SH   SOLE   44,400 0 0
UnitedHealth Group Inc Common Equities 91324P102 5,934 24,000 SH   SOLE   24,000 0 0
Utilities Select Sector SPDR Fund Exchange Traded Fund 81369Y886 84,870 1,459,015 SH   SOLE   1,459,015 0 0
Vanguard Extended Market ETF Exchange Traded Fund 922908652 86,941 753,000 SH   SOLE   753,000 0 0
Vanguard FTSE Developed Markets ETF Exchange Traded Fund 921943858 45,365 1,110,000 SH   SOLE   1,110,000 0 0
Vanguard Russell 2000 ETF Exchange Traded Fund 92206C664 4,305 35,000 SH   SOLE   35,000 0 0
Vanguard S&P 500 ETF Exchange Traded Fund 922908363 148,716 573,000 SH   SOLE   573,000 0 0
Verizon Communications Inc Common Equities 92343V104 4,353 73,620 SH   SOLE   73,620 0 0
Vertex Pharmaceuticals Inc Common Equities 92532F100 2,759 15,000 SH   SOLE   15,000 0 0
Visa Inc Common Equities 92826C839 1,843 11,800 SH   SOLE   11,800 0 0
Vulcan Materials Co Common Equities 929160109 3,026 25,560 SH   SOLE   25,560 0 0
iShares Core MSCI EAFE ETF Exchange Traded Fund 46432F842 61,985 1,020,000 SH   SOLE   1,020,000 0 0
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund 46434G103 79,032 1,528,389 SH   SOLE   1,528,389 0 0
iShares Core U.S. Aggregate Bond ETF Exchange Traded Fund 464287226 93,800 860,000 SH   SOLE   860,000 0 0
iShares MSCI Australia ETF Exchange Traded Fund 464286103 8,884 412,840 SH   SOLE   412,840 0 0
iShares MSCI Canada ETF Exchange Traded Fund 464286509 33,988 1,229,686 SH   SOLE   1,229,686 0 0
iShares MSCI EAFE Growth ETF Exchange Traded Fund 464288885 12,135 156,689 SH   SOLE   156,689 0 0
iShares MSCI EAFE Small-Cap ETF Exchange Traded Fund 464288273 9,426 164,110 SH   SOLE   164,110 0 0
iShares MSCI EAFE Value ETF Exchange Traded Fund 464288877 8,812 180,291 SH   SOLE   180,291 0 0
iShares MSCI Emerging Markets ETF Exchange Traded Fund 464287234 14,464 337,000 SH   SOLE   337,000 0 0
iShares Nasdaq Biotechnology ETF Exchange Traded Fund 464287556 46,665 417,400 SH   SOLE   417,400 0 0
iShares Russell 1000 Value ETF Exchange Traded Fund 464287598 19,140 155,000 SH   SOLE   155,000 0 0
iShares Russell 2000 ETF Exchange Traded Fund 464287655 9,930 64,866 SH   SOLE   64,866 0 0
iShares S&P 500 Growth ETF Exchange Traded Fund 464287309 17,523 101,669 SH   SOLE   101,669 0 0
iShares S&P 500 Value ETF Exchange Traded Fund 464287408 19,041 168,897 SH   SOLE   168,897 0 0
iShares S&P Mid-Cap 400 Growth ETF Exchange Traded Fund 464287606 7,888 36,003 SH   SOLE   36,003 0 0
iShares S&P Mid-Cap 400 Value ETF Exchange Traded Fund 464287705 9,019 57,458 SH   SOLE   57,458 0 0
iShares U.S. Real Estate ETF Exchange Traded Fund 464287739 152,911 1,756,800 SH   SOLE   1,756,800 0 0
iShares US Telecommunications ETF Exchange Traded Fund 464287713 58,876 1,979,700 SH   SOLE   1,979,700 0 0