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
Advance Auto Parts COM 00751Y106 4,630,027 31,049 SH   SOLE   31,049 0 0
AmerisourceBergen Corporation COM 03073E100 5,099,561 63,129 SH   SOLE   63,129 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,411,001 128,314 SH   SOLE   128,314 0 0
Aetna COM 00817Y108 5,255,977 45,526 SH   SOLE   45,526 0 0
Assurant Inc. COM 04621X108 5,757,599 62,413 SH   SOLE   62,413 0 0
Broadcom Ltd COM Y0486S109 6,159,309 35,702 SH   SOLE   35,702 0 0
Avery Dennison COM 053611109 5,383,690 69,208 SH   SOLE   69,208 0 0
Cardinal Health COM 14149Y108 4,666,429 60,057 SH   SOLE   60,057 0 0
FACEBOOK INC COM 30303M102 6,017,787 46,915 SH   SOLE   46,915 0 0
FISERV INCORPORATED WISCONSON COM 337738108 5,565,545 55,952 SH   SOLE   55,952 0 0
Johnson Controls COM G51502105 4,576,923 98,365 SH   SOLE   98,365 0 0
Nordstrom COM 655664100 7,124,732 137,331 SH   SOLE   137,331 0 0
Lockheed Martin Corp. COM 539830109 5,227,095 21,805 SH   SOLE   21,805 0 0
LOWES COMPANIES INC COM 548661107 4,969,853 68,825 SH   SOLE   68,825 0 0
Masco Corp COM 574599106 5,991,761 174,636 SH   SOLE   174,636 0 0
MCDONALDS CORP COM 580135101 4,579,215 39,695 SH   SOLE   39,695 0 0
Mondelez International Inc COM 609207105 5,029,886 114,576 SH   SOLE   114,576 0 0
Monster Beverage Company COM 61174X109 5,145,837 35,051 SH   SOLE   35,051 0 0
Microsoft Corporation COM 594918104 5,165,798 89,684 SH   SOLE   89,684 0 0
Nike COM 654106103 4,371,319 83,026 SH   SOLE   83,026 0 0
NVIDIA CORP COM 67066G104 7,686,642 112,181 SH   SOLE   112,181 0 0
Oneok COM 682680103 5,769,658 112,272 SH   SOLE   112,272 0 0
Qualcomm COM 747525103 5,562,132 81,199 SH   SOLE   81,199 0 0
Ryder System COM 783549108 5,580,953 84,624 SH   SOLE   84,624 0 0
Ross Stores Inc COM 778296103 6,015,586 93,555 SH   SOLE   93,555 0 0
Guggenheim ETF Equal Weight COM 78355W106 283,788 3,395 SH   SOLE   3,395 0 0
Starbucks Corp COM 855244109 4,808,282 88,812 SH   SOLE   88,812 0 0
Sysco Corp COM 871829107 5,418,938 110,568 SH   SOLE   110,568 0 0
Target Corp COM 87612E106 4,660,007 67,851 SH   SOLE   67,851 0 0
UnitedHealth Group COM 91324P102 5,827,640 41,626 SH   SOLE   41,626 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,996,908 61,981 SH   SOLE   61,981 0 0