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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Apple COM 037833100 8,258,906 28,125 SH   SOLE   28,125 0 0
AmerisourceBergen Corporation COM 03073E105 5,759,850 67,747 SH   SOLE   67,747 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 6,301,422 135,953 SH   SOLE   135,953 0 0
ANSYS COM 03662Q105 8,214,725 31,913 SH   SOLE   31,913 0 0
Broadcom Inc COM 11135F101 6,950,544 21,994 SH   SOLE   21,994 0 0
BOEING CO COM 097023105 5,195,546 15,949 SH   SOLE   15,949 0 0
Bank of America Corp COM 060505104 6,767,664 192,154 SH   SOLE   192,154 0 0
Cardinal Health COM 14149Y108 5,581,098 110,342 SH   SOLE   110,342 0 0
Salesforce.com COM 79466L302 5,657,270 34,784 SH   SOLE   34,784 0 0
Discovery Inc COM 25470F302 6,466,014 212,070 SH   SOLE   212,070 0 0
FISERV INCORPORATED WISCONSON COM 337738108 7,382,513 63,846 SH   SOLE   63,846 0 0
Illumina Inc. COM 452327109 5,919,900 17,845 SH   SOLE   17,845 0 0
Nordstrom COM 655664100 7,061,203 172,519 SH   SOLE   172,519 0 0
Kroger Co COM 501044101 6,859,759 236,625 SH   SOLE   236,625 0 0
LINDE PLC COM G5494J103 6,265,647 29,430 SH   SOLE   29,430 0 0
Mastercard Incorporated COM 57636Q104 6,520,907 21,839 SH   SOLE   21,839 0 0
MCDONALDS CORP COM 580135101 6,047,261 30,602 SH   SOLE   30,602 0 0
MSCI COM 55354G100 6,789,876 26,299 SH   SOLE   26,299 0 0
Microsoft Corporation COM 594918104 7,235,591 45,882 SH   SOLE   45,882 0 0
Nike COM 654106103 6,741,269 66,541 SH   SOLE   66,541 0 0
Oneok COM 682680103 6,544,698 86,490 SH   SOLE   86,490 0 0
Paypal COM 70450Y103 6,122,097 56,597 SH   SOLE   56,597 0 0
Ryder System COM 783549108 5,117,143 94,221 SH   SOLE   94,221 0 0
SPDR SP 500 ETF Trust COM 78462F103 1,853,914 5,760 SH   SOLE   5,760 0 0
Sysco Corp COM 871829107 7,025,711 82,568 SH   SOLE   82,568 0 0
Target Corp COM 87612E106 7,851,709 61,241 SH   SOLE   61,241 0 0
TJX Cos COM 872540109 7,006,879 114,754 SH   SOLE   114,754 0 0
Twitter Inc. COM 90184L102 3,653,700 114,000 SH   SOLE   114,000 0 0
Texas Instruments COM 882508104 6,580,636 51,295 SH   SOLE   51,295 0 0
UnitedHealth Group COM 91324P102 7,285,706 24,783 SH   SOLE   24,783 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,471,311 92,797 SH   SOLE   92,797 0 0