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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Apple COM 037833100   5,501,106 42,339 SH   SOLE   42,339 0 0
AbbVie COM 00287Y109   5,088,776 31,488 SH   SOLE   31,488 0 0
AmerisourceBergen COM 03073E105   7,876,693 47,533 SH   SOLE   47,533 0 0
Broadcom Inc COM 11135F101   7,167,487 12,819 SH   SOLE   12,819 0 0
Bank of America Corp COM 060505104   5,719,625 172,694 SH   SOLE   172,694 0 0
Cardinal Health COM 14149Y108   7,206,255 93,746 SH   SOLE   93,746 0 0
Discover Financial Svcs COM 254709108   4,218,723 43,123 SH   SOLE   43,123 0 0
Humana COM 444859102   5,014,340 9,790 SH   SOLE   9,790 0 0
International Paper COM 460146103   3,791,362 109,482 SH   SOLE   109,482 0 0
Juniper Networks COM 48203R104   4,341,351 135,837 SH   SOLE   135,837 0 0
LINDE PLC COM G5494J103   7,103,874 21,779 SH   SOLE   21,779 0 0
LOWES COMPANIES INC COM 548661107   6,133,603 30,785 SH   SOLE   30,785 0 0
Mastercard Incorporated COM 57636Q104   6,187,508 17,794 SH   SOLE   17,794 0 0
MCDONALDS CORP COM 580135101   7,259,197 27,546 SH   SOLE   27,546 0 0
Marathon Petroleum COM 56585A102   5,208,452 44,750 SH   SOLE   44,750 0 0
MSCI COM 55354G100   6,031,394 12,966 SH   SOLE   12,966 0 0
Microsoft Corporation COM 594918104   6,713,521 27,994 SH   SOLE   27,994 0 0
NVIDIA CORP COM 67066G104   4,339,335 29,693 SH   SOLE   29,693 0 0
Oneok COM 682680103   7,152,365 108,864 SH   SOLE   108,864 0 0
Paramount Global COM 92556H206   4,212,944 249,582 SH   SOLE   249,582 0 0
Qualcomm COM 747525103   3,306,665 30,077 SH   SOLE   30,077 0 0
Ryder System COM 783549108   6,820,315 81,612 SH   SOLE   81,612 0 0
Powershares SP 500 Equal Weight COM 46137V357   1,522,675 10,780 SH   SOLE   10,780 0 0
SPDR SP 500 ETF Trust COM 78462F103   980,933 2,565 SH   SOLE   2,565 0 0
Sysco Corp COM 871829107   6,043,372 79,050 SH   SOLE   79,050 0 0
Target Corp COM 87612E106   5,934,177 39,816 SH   SOLE   39,816 0 0
TJX Cos COM 872540109   7,587,392 95,319 SH   SOLE   95,319 0 0
Texas Instruments COM 882508104   6,673,731 40,393 SH   SOLE   40,393 0 0
UnitedHealth Group COM 91324P102   7,529,616 14,202 SH   SOLE   14,202 0 0
Valero Energy COM 91913Y100   6,359,619 50,131 SH   SOLE   50,131 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   4,921,246 131,725 SH   SOLE   131,725 0 0
Williams Companies COM 969457100   5,263,408 159,982 SH   SOLE   159,982 0 0