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

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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 COM 88579Y101 21,194 121,025 SH   SOLE   121,025 0 0
Abbvie Inc COM 00287Y109 12,874 207,950 SH   SOLE   207,950 0 0
CF Corporation COM G20307123 29,760 3,000,000 SH   SOLE   3,000,000 0 0
Chevron Corp New COM 166764100 11,862 113,150 SH   SOLE   113,150 0 0
Conoco Phillips COM 20825C104 4,068 93,300 SH   SOLE   93,300 0 0
Dow Chem Co COM 260543103 19,361 389,477 SH   SOLE   389,477 0 0
Exxon Mobil Corp COM 30231G102 12,666 135,120 SH   SOLE   135,120 0 0
Fidelity National Information Services COM 31620M106 96,068 1,303,860 SH   SOLE   1,303,860 0 0
General Electric COM 369604103 10,669 338,900 SH   SOLE   338,900 0 0
General Mills Inc COM 370334104 1,873 26,261 SH   SOLE   26,261 0 0
Genuine Parts Co COM 372460105 19,840 195,950 SH   SOLE   195,950 0 0
Helmerich & Payne COM 423452101 11,513 171,500 SH   SOLE   171,500 0 0
International Paper COM 460146103 16,740 395,001 SH   SOLE   395,001 0 0
Johnson & Johnson COM 478160104 23,330 192,330 SH   SOLE   192,330 0 0
Lockheed Martin Corp COM 539830109 7,920 31,915 SH   SOLE   31,915 0 0
MGM Growth Properties LLC COM 55303A105 13,340 500,000 SH   SOLE   500,000 0 0
PepsiCo COM 713448108 19,760 186,516 SH   SOLE   186,516 0 0
Pfizer Inc COM 717081103 1,761 50,000 SH   SOLE   50,000 0 0
Philip Morris Intl COM 718172109 22,846 224,600 SH   SOLE   224,600 0 0
Proctor & Gamble Company COM 742718109 8,289 97,900 SH   SOLE   97,900 0 0
Sysco Corp COM 871829107 9,186 181,045 SH   SOLE   181,045 0 0
Targa Resources Partners LP COM 87611X105 2,864 67,959 SH   SOLE   67,959 0 0
TC Pipelines LP COM 87233Q108 7,959 139,000 SH   SOLE   139,000 0 0