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 6,708,234 54,918 SH   SOLE   54,918 0 0
AmerisourceBergen Corporation COM 03073E105 7,406,767 62,732 SH   SOLE   62,732 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 7,363,545 129,185 SH   SOLE   129,185 0 0
ANSYS COM 03662Q105 7,111,405 20,943 SH   SOLE   20,943 0 0
Broadcom Inc COM 11135F101 8,577,246 18,499 SH   SOLE   18,499 0 0
Bank of America Corp COM 060505104 8,830,567 228,239 SH   SOLE   228,239 0 0
Cardinal Health COM 14149Y108 7,441,693 122,497 SH   SOLE   122,497 0 0
Salesforce.com COM 79466L302 6,800,815 32,099 SH   SOLE   32,099 0 0
FISERV INCORPORATED WISCONSON COM 337738108 7,389,527 62,076 SH   SOLE   62,076 0 0
Illumina Inc. COM 452327109 7,097,429 18,480 SH   SOLE   18,480 0 0
Kroger Co COM 501044101 7,543,864 209,610 SH   SOLE   209,610 0 0
LINDE PLC COM G5494J103 7,460,128 26,630 SH   SOLE   26,630 0 0
LOWES COMPANIES INC COM 548661107 7,265,827 38,205 SH   SOLE   38,205 0 0
Mastercard Incorporated COM 57636Q104 6,720,088 18,874 SH   SOLE   18,874 0 0
MCDONALDS CORP COM 580135101 7,150,514 31,902 SH   SOLE   31,902 0 0
MSCI COM 55354G100 6,856,905 16,354 SH   SOLE   16,354 0 0
Microsoft Corporation COM 594918104 7,977,749 33,837 SH   SOLE   33,837 0 0
Nike COM 654106103 6,283,837 47,286 SH   SOLE   47,286 0 0
Oneok COM 682680103 9,162,672 180,866 SH   SOLE   180,866 0 0
Paypal COM 70450Y103 8,125,184 33,459 SH   SOLE   33,459 0 0
Ryder System COM 783549108 7,907,770 104,531 SH   SOLE   104,531 0 0
Powershares SP 500 Equal Weight COM 46137V357 26,207 185 SH   SOLE   185 0 0
SBA Communications Corp COM 78410G104 6,718,098 24,205 SH   SOLE   24,205 0 0
SPDR SP 500 ETF Trust COM 78462F103 43,596 110 SH   SOLE   110 0 0
Sysco Corp COM 871829107 7,649,355 97,147 SH   SOLE   97,147 0 0
Target Corp COM 87612E106 8,051,744 40,651 SH   SOLE   40,651 0 0
TJX Cos COM 872540109 7,014,149 106,034 SH   SOLE   106,034 0 0
Twitter Inc. COM 90184L102 8,529,920 134,055 SH   SOLE   134,055 0 0
Texas Instruments COM 882508104 8,659,333 45,819 SH   SOLE   45,819 0 0
UnitedHealth Group COM 91324P102 7,611,808 20,458 SH   SOLE   20,458 0 0
ViacomCBS COM 92556H206 7,285,680 161,545 SH   SOLE   161,545 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 7,771,424 141,556 SH   SOLE   141,556 0 0