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
Advance Auto Parts COM 00751Y106 3,896,704 25,890 SH   SOLE   25,890 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,389,276 119,664 SH   SOLE   119,664 0 0
Aetna COM 00817Y108 5,392,701 49,877 SH   SOLE   49,877 0 0
Avago Technologies COM Y0486S104 6,941,218 47,821 SH   SOLE   47,821 0 0
Cardinal Health COM 14149Y108 6,438,242 72,121 SH   SOLE   72,121 0 0
CATERPILLAR INC DEL COM 149123101 4,443,972 65,391 SH   SOLE   65,391 0 0
Walt Disney Company COM 254687106 5,169,831 49,199 SH   SOLE   49,199 0 0
Equity Residential COM 29476L107 6,022,811 73,818 SH   SOLE   73,818 0 0
FACEBOOK INC COM 30303M102 6,442,032 61,552 SH   SOLE   61,552 0 0
FISERV INCORPORATED WIS COM 337738108 5,817,954 63,612 SH   SOLE   63,612 0 0
General Dynamics COM 369550108 5,689,726 41,422 SH   SOLE   41,422 0 0
GILEAD SCIENCES COM 375558103 5,368,231 53,051 SH   SOLE   53,051 0 0
Johnson Controls COM 478366107 4,689,951 118,763 SH   SOLE   118,763 0 0
Eli Lilly Co COM 532457108 5,813,434 68,994 SH   SOLE   68,994 0 0
Lockheed Martin Corp. COM 539830109 5,855,450 26,965 SH   SOLE   26,965 0 0
LOWES COMPANIES INC COM 548661107 5,902,225 77,620 SH   SOLE   77,620 0 0
Mondelez International COM 609207105 5,680,376 126,681 SH   SOLE   126,681 0 0
Monster Beverage Company COM 61174X109 5,419,761 36,384 SH   SOLE   36,384 0 0
Morgan Stanley COM 617446448 5,368,415 168,765 SH   SOLE   168,765 0 0
Nike COM 654106103 5,523,000 88,368 SH   SOLE   88,368 0 0
NVIDIA CORP COM 67066G104 5,635,929 170,993 SH   SOLE   170,993 0 0
Oneok COM 682680103 3,361,577 136,317 SH   SOLE   136,317 0 0
Ross Stores Inc COM 778296103 6,592,855 122,521 SH   SOLE   122,521 0 0
Guggenheim ETF Equal COM 78355W106 2,796,977 36,495 SH   SOLE   36,495 0 0
Starbucks Corp COM 855244109 5,957,137 99,236 SH   SOLE   99,236 0 0
Sysco Corp COM 871829107 6,012,609 146,649 SH   SOLE   146,649 0 0
Target Corp COM 87612E106 5,412,277 74,539 SH   SOLE   74,539 0 0
UnitedHealth Group COM 91324P102 5,735,656 48,756 SH   SOLE   48,756 0 0
Valero Energy COM 91913Y100 5,214,862 73,750 SH   SOLE   73,750 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,988,196 70,317 SH   SOLE   70,317 0 0
WAL MART STORES INC COM 931142103 4,208,613 68,656 SH   SOLE   68,656 0 0