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
AbbVie COM 00287Y109 6,380,228 94,958 SH   SOLE   94,958 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,889,205 122,132 SH   SOLE   122,132 0 0
Aetna COM 00817Y108 7,492,226 58,781 SH   SOLE   58,781 0 0
Avago Technologies COM Y0486S104 6,749,036 50,737 SH   SOLE   50,737 0 0
BIOGEN IDEC INC COM 09062X103 6,620,981 16,391 SH   SOLE   16,391 0 0
Cardinal Health COM 14149Y108 6,384,837 76,328 SH   SOLE   76,328 0 0
CATERPILLAR INC DEL COM 149123101 5,861,741 69,108 SH   SOLE   69,108 0 0
Celgene Corp COM 151020104 6,722,526 58,083 SH   SOLE   58,083 0 0
Walt Disney Company COM 254687106 6,085,488 53,316 SH   SOLE   53,316 0 0
Dollar Tree Stores COM 256746108 6,366,594 80,600 SH   SOLE   80,600 0 0
Equity Residential COM 29476L107 5,407,370 77,061 SH   SOLE   77,061 0 0
FACEBOOK INC COM 30303M102 6,765,023 78,874 SH   SOLE   78,874 0 0
Fedex Corp COM 31428X106 6,134,400 36,000 SH   SOLE   36,000 0 0
General Dynamics COM 369550108 6,317,957 44,590 SH   SOLE   44,590 0 0
GILEAD SCIENCES COM 375558103 6,641,363 56,725 SH   SOLE   56,725 0 0
Johnson Controls COM 478366107 5,906,552 119,252 SH   SOLE   119,252 0 0
Lockheed Martin Corp. COM 539830109 5,960,884 32,065 SH   SOLE   32,065 0 0
LOWES COMPANIES INC COM 548661107 5,432,539 81,119 SH   SOLE   81,119 0 0
LAM RESEARCH CORP COM 512807108 6,522,562 80,179 SH   SOLE   80,179 0 0
Morgan Stanley COM 617446448 6,876,575 177,277 SH   SOLE   177,277 0 0
Nike COM 654106103 6,505,613 60,226 SH   SOLE   60,226 0 0
Oneok COM 682680103 5,020,632 127,169 SH   SOLE   127,169 0 0
Ross Stores Inc COM 778296103 6,327,904 130,177 SH   SOLE   130,177 0 0
Raytheon Co COM 755111507 5,977,608 62,475 SH   SOLE   62,475 0 0
Skyworks Solutions Inc COM 83088M102 6,562,568 63,041 SH   SOLE   63,041 0 0
Sysco Corp COM 871829107 5,496,550 152,259 SH   SOLE   152,259 0 0
Target Corp COM 87612E106 6,580,358 80,612 SH   SOLE   80,612 0 0
UnitedHealth Group COM 91324P102 6,987,550 57,275 SH   SOLE   57,275 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,736,708 79,781 SH   SOLE   79,781 0 0
WAL MART STORES INC COM 931142103 5,030,001 70,915 SH   SOLE   70,915 0 0