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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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
ARCHER DANIELS MIDLAND CO COM 039483102 7,383,184 144,485 SH   SOLE   144,485 0 0
Applied Materials COM 038222105 6,111,222 282,796 SH   SOLE   282,796 0 0
BIOGEN IDEC INC COM 09062X103 7,338,358 22,183 SH   SOLE   22,183 0 0
Bemis Co COM 081437105 5,539,476 145,699 SH   SOLE   145,699 0 0
Cardinal Health COM 14149Y108 7,149,616 95,430 SH   SOLE   95,430 0 0
CATERPILLAR INC DEL COM 149123101 5,689,075 57,448 SH   SOLE   57,448 0 0
Celgene Corp COM 151020104 6,285,810 66,320 SH   SOLE   66,320 0 0
Dow Chemical Co COM 260543103 6,684,107 127,462 SH   SOLE   127,462 0 0
DIRECTV GROUP INC COM 25490A309 6,413,555 74,128 SH   SOLE   74,128 0 0
Ecolab COM 278865100 6,988,554 60,860 SH   SOLE   60,860 0 0
FACEBOOK INC COM 30303M102 7,263,302 91,894 SH   SOLE   91,894 0 0
Fedex Corp COM 31428X106 6,817,711 42,228 SH   SOLE   42,228 0 0
General Dynamics COM 369550108 7,446,584 58,593 SH   SOLE   58,593 0 0
GILEAD SCIENCES COM 375558103 8,416,789 79,068 SH   SOLE   79,068 0 0
Halliburton Co. COM 406216101 5,913,567 91,669 SH   SOLE   91,669 0 0
Intel Corp COM 458140100 7,254,120 208,332 SH   SOLE   208,332 0 0
Johnson Controls COM 478366107 5,773,592 131,218 SH   SOLE   131,218 0 0
Lockheed Martin Corp. COM 539830109 7,346,294 40,192 SH   SOLE   40,192 0 0
Morgan Stanley COM 617446448 7,163,734 207,224 SH   SOLE   207,224 0 0
Micron Technology Inc COM 595112103 7,612,195 222,189 SH   SOLE   222,189 0 0
Murphy Oil Corp COM 626717102 5,477,132 96,242 SH   SOLE   96,242 0 0
Mylan Inc. COM 628530107 6,418,139 141,089 SH   SOLE   141,089 0 0
Raytheon Co COM 755111507 6,899,490 67,895 SH   SOLE   67,895 0 0
Sysco Corp COM 871829107 6,221,144 163,930 SH   SOLE   163,930 0 0
Target Corp COM 87612E106 6,333,689 101,048 SH   SOLE   101,048 0 0
UnitedHealth Group COM 91324P102 6,283,571 72,853 SH   SOLE   72,853 0 0
Walgreen COM 931422109 5,723,289 96,563 SH   SOLE   96,563 0 0
Western Digital Corp COM 958102105 7,167,034 73,644 SH   SOLE   73,644 0 0
WAL MART STORES INC COM 931142103 6,037,995 78,959 SH   SOLE   78,959 0 0
Xerox COM 984121103 6,999,212 529,041 SH   SOLE   529,041 0 0