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 6,060,623 43,854 SH   SOLE   43,854 0 0
AbbVie COM 00287Y109 4,505,832 33,573 SH   SOLE   33,573 0 0
AmerisourceBergen COM 03073E105 6,823,745 50,423 SH   SOLE   50,423 0 0
Broadcom Inc COM 11135F101 5,935,970 13,369 SH   SOLE   13,369 0 0
Bank of America Corp COM 060505104 5,387,650 178,399 SH   SOLE   178,399 0 0
Cardinal Health COM 14149Y108 8,297,726 124,441 SH   SOLE   124,441 0 0
Humana COM 444859102 4,854,326 10,005 SH   SOLE   10,005 0 0
International Paper COM 460146103 4,179,233 131,837 SH   SOLE   131,837 0 0
Juniper Networks COM 48203R104 3,978,781 152,327 SH   SOLE   152,327 0 0
LINDE PLC COM G5494J103 6,233,999 23,124 SH   SOLE   23,124 0 0
LOWES COMPANIES INC COM 548661107 6,050,299 32,215 SH   SOLE   32,215 0 0
Mastercard Incorporated COM 57636Q104 5,294,126 18,619 SH   SOLE   18,619 0 0
MCDONALDS CORP COM 580135101 6,725,148 29,146 SH   SOLE   29,146 0 0
Marathon Petroleum COM 56585A102 5,730,348 57,690 SH   SOLE   57,690 0 0
MSCI COM 55354G100 5,755,746 13,646 SH   SOLE   13,646 0 0
Microsoft Corporation COM 594918104 6,742,222 28,949 SH   SOLE   28,949 0 0
NVIDIA CORP COM 67066G104 3,913,978 32,243 SH   SOLE   32,243 0 0
Oneok COM 682680103 5,876,408 114,684 SH   SOLE   114,684 0 0
Paramount Global COM 92556H206 4,123,531 216,572 SH   SOLE   216,572 0 0
Qualcomm COM 747525103 3,731,955 33,032 SH   SOLE   33,032 0 0
Ryder System COM 783549108 7,184,534 95,172 SH   SOLE   95,172 0 0
Powershares SP 500 Equal Weight COM 46137V357 45,184 355 SH   SOLE   355 0 0
SPDR SP 500 ETF Trust COM 78462F103 39,290 110 SH   SOLE   110 0 0
Sysco Corp COM 871829107 5,896,860 83,395 SH   SOLE   83,395 0 0
Target Corp COM 87612E106 6,115,597 41,213 SH   SOLE   41,213 0 0
TJX Cos COM 872540109 6,721,011 108,194 SH   SOLE   108,194 0 0
Texas Instruments COM 882508104 6,538,372 42,243 SH   SOLE   42,243 0 0
UnitedHealth Group COM 91324P102 7,493,278 14,837 SH   SOLE   14,837 0 0
Valero Energy COM 91913Y100 6,437,285 60,246 SH   SOLE   60,246 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,046,832 128,880 SH   SOLE   128,880 0 0
Williams Companies COM 969457100 5,483,132 191,517 SH   SOLE   191,517 0 0