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
Apple COM 037833100 6,004,823 38,962 SH   SOLE   38,962 0 0
AmerisourceBergen Corporation COM 03073E105 5,466,796 66,064 SH   SOLE   66,064 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,653,192 132,985 SH   SOLE   132,985 0 0
Aetna COM 00817Y108 6,878,296 43,257 SH   SOLE   43,257 0 0
Assurant Inc. COM 04621X108 5,945,260 62,241 SH   SOLE   62,241 0 0
ANSYS COM 03662Q105 6,316,177 51,464 SH   SOLE   51,464 0 0
Broadcom Ltd COM Y09827109 6,567,256 27,077 SH   SOLE   27,077 0 0
BOEING CO COM 097023105 7,802,468 30,693 SH   SOLE   30,693 0 0
Bank of America Corp COM 060505104 5,777,241 227,989 SH   SOLE   227,989 0 0
Cardinal Health COM 14149Y108 4,864,147 72,686 SH   SOLE   72,686 0 0
FACEBOOK INC COM 30303M102 7,180,128 42,021 SH   SOLE   42,021 0 0
FISERV INCORPORATED WISCONSON COM 337738108 6,990,019 54,203 SH   SOLE   54,203 0 0
Johnson Controls COM G51502105 5,354,622 132,902 SH   SOLE   132,902 0 0
Nordstrom COM 655664100 5,367,226 113,833 SH   SOLE   113,833 0 0
Lockheed Martin Corp. COM 539830109 6,589,939 21,238 SH   SOLE   21,238 0 0
Masco Corp COM 574599106 6,821,211 174,858 SH   SOLE   174,858 0 0
MCDONALDS CORP COM 580135101 6,628,347 42,305 SH   SOLE   42,305 0 0
Microsoft Corporation COM 594918104 6,548,863 87,916 SH   SOLE   87,916 0 0
NVIDIA CORP COM 67066G104 7,684,965 42,988 SH   SOLE   42,988 0 0
Oneok COM 682680103 6,106,625 110,208 SH   SOLE   110,208 0 0
Paypal COM 70450Y103 7,005,074 109,403 SH   SOLE   109,403 0 0
Ryder System COM 783549108 6,926,082 81,917 SH   SOLE   81,917 0 0
Guggenheim ETF Equal Weight COM 78355W106 214,487 2,245 SH   SOLE   2,245 0 0
Sysco Corp COM 871829107 6,025,514 111,687 SH   SOLE   111,687 0 0
Target Corp COM 87612E106 6,389,544 108,279 SH   SOLE   108,279 0 0
Texas Instruments COM 882508104 6,854,502 76,467 SH   SOLE   76,467 0 0
UnitedHealth Group COM 91324P102 6,647,541 33,942 SH   SOLE   33,942 0 0
Unum COM 91529Y106 6,251,818 122,273 SH   SOLE   122,273 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,182,080 67,108 SH   SOLE   67,108 0 0
Western Digital Corp COM 958102105 6,570,547 76,048 SH   SOLE   76,048 0 0
Zions Banccorp COM 989701107 6,613,268 140,171 SH   SOLE   140,171 0 0