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 5,513,239 94,179 SH   SOLE   94,179 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 6,119,245 129,098 SH   SOLE   129,098 0 0
Applied Materials COM 038222105 6,174,898 273,710 SH   SOLE   273,710 0 0
Avago Technologies COM Y0486S104 9,138,243 71,966 SH   SOLE   71,966 0 0
BIOGEN IDEC INC COM 09062X103 8,514,470 20,165 SH   SOLE   20,165 0 0
Cardinal Health COM 14149Y108 7,590,443 84,086 SH   SOLE   84,086 0 0
CATERPILLAR INC DEL COM 149123101 5,804,656 72,531 SH   SOLE   72,531 0 0
Celgene Corp COM 151020104 7,199,005 62,448 SH   SOLE   62,448 0 0
Dollar Tree Stores COM 256746108 7,018,826 86,492 SH   SOLE   86,492 0 0
Equity Residential COM 29476L107 6,354,466 81,614 SH   SOLE   81,614 0 0
FACEBOOK INC COM 30303M102 7,013,119 85,297 SH   SOLE   85,297 0 0
Fedex Corp COM 31428X106 6,428,560 38,855 SH   SOLE   38,855 0 0
General Dynamics COM 369550108 6,473,642 47,695 SH   SOLE   47,695 0 0
GILEAD SCIENCES COM 375558103 5,678,783 57,870 SH   SOLE   57,870 0 0
Intel Corp COM 458140100 6,017,880 192,449 SH   SOLE   192,449 0 0
Johnson Controls COM 478366107 6,418,843 127,257 SH   SOLE   127,257 0 0
Lockheed Martin Corp. COM 539830109 7,094,061 34,953 SH   SOLE   34,953 0 0
LAM RESEARCH CORP COM 512807108 5,828,515 82,980 SH   SOLE   82,980 0 0
Morgan Stanley COM 617446448 6,797,268 190,453 SH   SOLE   190,453 0 0
Nike COM 654106103 6,422,625 64,015 SH   SOLE   64,015 0 0
Oneok COM 682680103 6,568,551 136,164 SH   SOLE   136,164 0 0
Ross Stores Inc COM 778296103 7,360,344 69,859 SH   SOLE   69,859 0 0
Raytheon Co COM 755111507 6,846,588 62,669 SH   SOLE   62,669 0 0
Sysco Corp COM 871829107 5,887,087 156,032 SH   SOLE   156,032 0 0
Target Corp COM 87612E106 7,512,852 91,542 SH   SOLE   91,542 0 0
UnitedHealth Group COM 91324P102 7,833,755 66,225 SH   SOLE   66,225 0 0
Union Pacific COM 907818108 6,171,504 56,980 SH   SOLE   56,980 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 7,661,000 90,470 SH   SOLE   90,470 0 0
WAL MART STORES INC COM 931142103 6,128,694 74,513 SH   SOLE   74,513 0 0
Xerox COM 984121103 6,393,890 497,579 SH   SOLE   497,579 0 0