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 10,068,574 56,702 SH   SOLE   56,702 0 0
AmerisourceBergen Corporation COM 03073E105 8,692,468 65,411 SH   SOLE   65,411 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,961,015 132,579 SH   SOLE   132,579 0 0
Broadcom Inc COM 11135F101 12,130,424 18,230 SH   SOLE   18,230 0 0
Bank of America Corp COM 060505104 8,786,642 197,497 SH   SOLE   197,497 0 0
Cardinal Health COM 14149Y108 7,075,447 137,414 SH   SOLE   137,414 0 0
Salesforce.com COM 79466L302 8,224,663 32,364 SH   SOLE   32,364 0 0
Discover Financial Svcs COM 254709108 6,823,240 59,045 SH   SOLE   59,045 0 0
Invesco Ltd. COM G491BT108 6,232,895 270,760 SH   SOLE   270,760 0 0
Kroger Co COM 501044101 9,518,902 210,316 SH   SOLE   210,316 0 0
LINDE PLC COM G5494J103 9,164,806 26,455 SH   SOLE   26,455 0 0
LOWES COMPANIES INC COM 548661107 9,916,585 38,365 SH   SOLE   38,365 0 0
Mastercard Incorporated COM 57636Q104 7,337,314 20,420 SH   SOLE   20,420 0 0
MCDONALDS CORP COM 580135101 9,002,863 33,584 SH   SOLE   33,584 0 0
MSCI COM 55354G100 9,012,670 14,710 SH   SOLE   14,710 0 0
Microsoft Corporation COM 594918104 11,228,043 33,385 SH   SOLE   33,385 0 0
Nike COM 654106103 8,462,669 50,775 SH   SOLE   50,775 0 0
NVIDIA CORP COM 67066G104 10,127,678 34,435 SH   SOLE   34,435 0 0
Oneok COM 682680103 8,393,925 142,851 SH   SOLE   142,851 0 0
Paypal COM 70450Y103 6,237,661 33,077 SH   SOLE   33,077 0 0
Ryder System COM 783549108 8,515,266 103,303 SH   SOLE   103,303 0 0
Powershares SP 500 Equal Weight COM 46137V357 1,827,906 11,665 SH   SOLE   11,665 0 0
SPDR SP 500 ETF Trust COM 78462F103 50,515 110 SH   SOLE   110 0 0
Sysco Corp COM 871829107 7,898,360 100,552 SH   SOLE   100,552 0 0
Target Corp COM 87612E106 8,862,300 38,292 SH   SOLE   38,292 0 0
TJX Cos COM 872540109 8,246,506 108,621 SH   SOLE   108,621 0 0
Twitter Inc. COM 90184L102 5,206,065 120,455 SH   SOLE   120,455 0 0
Texas Instruments COM 882508104 8,481,527 45,002 SH   SOLE   45,002 0 0
Under Armor Inc COM 904311107 7,035,822 332,035 SH   SOLE   332,035 0 0
UnitedHealth Group COM 91324P102 10,514,309 20,939 SH   SOLE   20,939 0 0
ViacomCBS COM 92556H206 4,853,548 160,820 SH   SOLE   160,820 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 7,823,844 149,997 SH   SOLE   149,997 0 0