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
Apple COM 037833100 7,678,780 54,267 SH   SOLE   54,267 0 0
AmerisourceBergen Corporation COM 03073E105 7,357,642 61,596 SH   SOLE   61,596 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 7,514,692 125,224 SH   SOLE   125,224 0 0
Broadcom Inc COM 11135F101 8,682,672 17,905 SH   SOLE   17,905 0 0
Bank of America Corp COM 060505104 8,563,099 201,722 SH   SOLE   201,722 0 0
Cardinal Health COM 14149Y108 5,739,289 116,039 SH   SOLE   116,039 0 0
Salesforce.com COM 79466L302 8,647,578 31,884 SH   SOLE   31,884 0 0
Discover Financial Svcs COM 254709108 7,285,005 59,300 SH   SOLE   59,300 0 0
Illumina Inc. COM 452327109 7,065,726 17,420 SH   SOLE   17,420 0 0
Invesco Ltd. COM G491BT108 6,336,952 262,835 SH   SOLE   262,835 0 0
Kroger Co COM 501044101 8,065,825 199,501 SH   SOLE   199,501 0 0
LINDE PLC COM G5494J103 7,579,472 25,835 SH   SOLE   25,835 0 0
LOWES COMPANIES INC COM 548661107 7,411,490 36,535 SH   SOLE   36,535 0 0
Mastercard Incorporated COM 57636Q104 6,536,384 18,800 SH   SOLE   18,800 0 0
MCDONALDS CORP COM 580135101 7,671,879 31,819 SH   SOLE   31,819 0 0
MSCI COM 55354G100 9,447,520 15,530 SH   SOLE   15,530 0 0
Microsoft Corporation COM 594918104 9,152,533 32,465 SH   SOLE   32,465 0 0
Nike COM 654106103 7,015,335 48,305 SH   SOLE   48,305 0 0
Oneok COM 682680103 8,176,938 141,006 SH   SOLE   141,006 0 0
Paypal COM 70450Y103 8,030,601 30,862 SH   SOLE   30,862 0 0
Ryder System COM 783549108 8,108,723 98,038 SH   SOLE   98,038 0 0
Sysco Corp COM 871829107 7,428,220 94,627 SH   SOLE   94,627 0 0
Target Corp COM 87612E106 8,337,294 36,444 SH   SOLE   36,444 0 0
TJX Cos COM 872540109 6,952,708 105,376 SH   SOLE   105,376 0 0
Twitter Inc. COM 90184L102 7,196,072 119,160 SH   SOLE   119,160 0 0
Texas Instruments COM 882508104 8,193,336 42,627 SH   SOLE   42,627 0 0
Under Armor Inc COM 904311107 6,647,696 329,420 SH   SOLE   329,420 0 0
UnitedHealth Group COM 91324P102 7,785,104 19,924 SH   SOLE   19,924 0 0
ViacomCBS COM 92556H206 6,128,791 155,120 SH   SOLE   155,120 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,589,447 140,052 SH   SOLE   140,052 0 0