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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Apple COM 037833100   8,744,311 41,517 SH   SOLE   41,517 0 0
AbbVie COM 00287Y109   6,171,461 35,981 SH   SOLE   35,981 0 0
Broadcom Inc COM 11135F101   10,832,511 6,747 SH   SOLE   6,747 0 0
Bank of America Corp COM 060505104   8,242,173 207,246 SH   SOLE   207,246 0 0
Cardinal Health COM 14149Y108   7,140,588 72,626 SH   SOLE   72,626 0 0
AmerisourceBergen COM 03073E105   8,731,051 38,753 SH   SOLE   38,753 0 0
Eaton Corporation COM G29183103   7,162,423 22,843 SH   SOLE   22,843 0 0
Fedex Corp COM 31428X106   7,071,726 23,585 SH   SOLE   23,585 0 0
GE AEROSPACE COM 369604301   6,301,571 39,640 SH   SOLE   39,640 0 0
GE VERNOVA INC COM 36828A101   2,364,780 13,788 SH   SOLE   13,788 0 0
Kroger Co COM 501044101   6,564,946 131,483 SH   SOLE   131,483 0 0
LINDE PLC COM G54950103   7,587,464 17,291 SH   SOLE   17,291 0 0
LOWES COMPANIES INC COM 548661107   6,577,424 29,835 SH   SOLE   29,835 0 0
Mastercard Incorporated COM 57636Q104   7,042,678 15,964 SH   SOLE   15,964 0 0
MCDONALDS CORP COM 580135101   6,617,430 25,967 SH   SOLE   25,967 0 0
Marathon Petroleum COM 56585A102   5,950,711 34,302 SH   SOLE   34,302 0 0
MSCI COM 55354G100   6,230,473 12,933 SH   SOLE   12,933 0 0
Microsoft Corporation COM 594918104   8,488,474 18,992 SH   SOLE   18,992 0 0
NVIDIA CORP COM 67066G104   10,393,420 84,130 SH   SOLE   84,130 0 0
Oneok COM 682680103   7,689,513 94,292 SH   SOLE   94,292 0 0
Progressive Corp COM 743315103   6,065,132 29,200 SH   SOLE   29,200 0 0
Qualcomm COM 747525103   7,923,380 39,780 SH   SOLE   39,780 0 0
Ryder System COM 783549108   7,829,835 63,205 SH   SOLE   63,205 0 0
Powershares SP 500 Equal Weight COM 46137V357   26,285 160 SH   SOLE   160 0 0
SPDR SP 500 ETF Trust COM 78462F103   435,376 800 SH   SOLE   800 0 0
Sysco Corp COM 871829107   6,422,958 89,970 SH   SOLE   89,970 0 0
Target Corp COM 87612E106   6,846,850 46,250 SH   SOLE   46,250 0 0
TJX Cos COM 872540109   8,315,963 75,531 SH   SOLE   75,531 0 0
Targa Resources Corp COM 87612G101   6,729,399 52,255 SH   SOLE   52,255 0 0
Texas Instruments COM 882508104   8,017,165 41,213 SH   SOLE   41,213 0 0
Valero Energy COM 91913Y100   6,422,457 40,970 SH   SOLE   40,970 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   4,182,159 345,633 SH   SOLE   345,633 0 0
Williams Companies COM 969457100   7,297,972 171,717 SH   SOLE   171,717 0 0