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
Estimated average burden
hours per response: 23.8
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
ADVANCED MICRO DEVICES INC COM 007903107 529 18,255 SH   SOLE   0 0 18,255
ALPHABET INC CAP STK CL C 02079K107 922 756 SH   SOLE   0 0 756
AMGEN INC COM 031162100 1,088 5,620 SH   SOLE   0 0 5,620
APPLE INC COM 037833100 4,764 21,272 SH   SOLE   0 0 21,272
AT&T INC COM 00206R102 1,093 28,895 SH   SOLE   0 0 28,895
BOEING CO COM 097023105 1,212 3,185 SH   SOLE   0 0 3,185
BORGWARNER INC COM 099724106 756 20,600 SH   SOLE   0 0 20,600
BRISTOL MYERS SQUIBB CO COM 110122108 596 11,750 SH   SOLE   0 0 11,750
CARNIVAL CORP UNIT 99/99/9999 143658300 831 19,010 SH   SOLE   0 0 19,010
CATERPILLAR INC DEL COM 149123101 1,201 9,510 SH   SOLE   0 0 9,510
CHENIERE ENERGY INC COM NEW 16411R208 406 6,440 SH   SOLE   0 0 6,440
CIGNA CORP NEW COM 125523100 547 3,605 SH   SOLE   0 0 3,605
CISCO SYS INC COM 17275R102 1,650 33,400 SH   SOLE   0 0 33,400
CITIZENS FINL GROUP INC COM 174610105 838 23,700 SH   SOLE   0 0 23,700
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 343 5,690 SH   SOLE   0 0 5,690
CONSTELLATION BRANDS INC CL A 21036P108 1,181 5,700 SH   SOLE   0 0 5,700
CRACKER BARREL OLD CTRY STOR COM 22410J106 911 5,600 SH   SOLE   0 0 5,600
CVS HEALTH CORP COM 126650100 276 4,373 SH   SOLE   0 0 4,373
DARDEN RESTAURANTS INC COM 237194105 610 5,160 SH   SOLE   0 0 5,160
DELEK US HLDGS INC NEW COM 24665A103 795 21,900 SH   SOLE   0 0 21,900
DELTA AIR LINES INC DEL COM NEW 247361702 1,217 21,135 SH   SOLE   0 0 21,135
DISCOVER FINL SVCS COM 254709108 1,138 14,030 SH   SOLE   0 0 14,030
DOLLAR GEN CORP NEW COM 256677105 1,246 7,840 SH   SOLE   0 0 7,840
DOW INC COM 260557103 1,193 25,029 SH   SOLE   0 0 25,029
DUPONT DE NEMOURS INC COM 26614N102 321 4,504 SH   SOLE   0 0 4,504
EATON CORP PLC SHS G29183103 883 10,615 SH   SOLE   0 0 10,615
EDWARDS LIFESCIENCES CORP COM 28176E108 1,048 4,765 SH   SOLE   0 0 4,765
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 184 36,825 SH   SOLE   0 0 36,825
EOG RES INC COM 26875P101 302 4,065 SH   SOLE   0 0 4,065
FACEBOOK INC CL A 30303M102 899 5,047 SH   SOLE   0 0 5,047
FEDEX CORP COM 31428X106 689 4,735 SH   SOLE   0 0 4,735
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 181 14,000 SH   SOLE   0 0 14,000
FOX CORP CL B COM 35137L204 618 19,600 SH   SOLE   0 0 19,600
HILL ROM HLDGS INC COM 431475102 562 5,340 SH   SOLE   0 0 5,340
HOME DEPOT INC COM 437076102 1,584 6,825 SH   SOLE   0 0 6,825
HOST HOTELS & RESORTS INC COM 44107P104 924 53,450 SH   SOLE   0 0 53,450
HUNT J B TRANS SVCS INC COM 445658107 498 4,500 SH   SOLE   0 0 4,500
HUNTINGTON BANCSHARES INC COM 446150104 1,012 70,885 SH   SOLE   0 0 70,885
INGERSOLL-RAND PLC SHS G47791101 1,217 9,875 SH   SOLE   0 0 9,875
INTEL CORP COM 458140100 1,332 25,850 SH   SOLE   0 0 25,850
IRON MTN INC NEW COM 46284V101 794 24,515 SH   SOLE   0 0 24,515
KINDER MORGAN INC DEL COM 49456B101 963 46,704 SH   SOLE   0 0 46,704
KOHLS CORP COM 500255104 890 17,915 SH   SOLE   0 0 17,915
LAM RESEARCH CORP COM 512807108 558 2,415 SH   SOLE   0 0 2,415
LILLY ELI & CO COM 532457108 2,450 21,910 SH   SOLE   0 0 21,910
LOWES COS INC COM 548661107 545 4,955 SH   SOLE   0 0 4,955
LUMENTUM HLDGS INC COM 55024U109 472 8,810 SH   SOLE   0 0 8,810
MARTIN MARIETTA MATLS INC COM 573284106 534 1,950 SH   SOLE   0 0 1,950
MASTERCARD INC CL A 57636Q104 1,059 3,900 SH   SOLE   0 0 3,900
MEDICAL PPTYS TRUST INC COM 58463J304 985 50,350 SH   SOLE   0 0 50,350
MICROSOFT CORP COM 594918104 4,749 34,160 SH   SOLE   0 0 34,160
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,040 66,325 SH   SOLE   0 0 66,325
NIKE INC CL B 654106103 1,402 14,925 SH   SOLE   0 0 14,925
NXP SEMICONDUCTORS N V COM N6596X109 943 8,645 SH   SOLE   0 0 8,645
OCCIDENTAL PETE CORP COM 674599105 505 11,350 SH   SOLE   0 0 11,350
ONEOK INC NEW COM 682680103 1,610 21,850 SH   SOLE   0 0 21,850
ORACLE CORP COM 68389X105 902 16,390 SH   SOLE   0 0 16,390
PACKAGING CORP AMER COM 695156109 1,013 9,545 SH   SOLE   0 0 9,545
PALO ALTO NETWORKS INC COM 697435105 592 2,905 SH   SOLE   0 0 2,905
PHILLIPS 66 COM 718546104 987 9,635 SH   SOLE   0 0 9,635
QUALCOMM INC COM 747525103 785 10,290 SH   SOLE   0 0 10,290
RIO TINTO PLC SPONSORED ADR 767204100 2,223 42,670 SH   SOLE   0 0 42,670
SALESFORCE COM INC COM 79466L302 407 2,740 SH   SOLE   0 0 2,740
SIRIUS XM HLDGS INC COM 82968B103 970 155,000 SH   SOLE   0 0 155,000
SMITH A O CORP COM 831865209 330 6,915 SH   SOLE   0 0 6,915
SOUTHWEST AIRLS CO COM 844741108 409 7,579 SH   SOLE   0 0 7,579
TJX COS INC NEW COM 872540109 1,364 24,462 SH   SOLE   0 0 24,462
TRACTOR SUPPLY CO COM 892356106 1,455 16,085 SH   SOLE   0 0 16,085
TYSON FOODS INC CL A 902494103 1,440 16,720 SH   SOLE   0 0 16,720
ULTA BEAUTY INC COM 90384S303 627 2,500 SH   SOLE   0 0 2,500
UNITED PARCEL SERVICE INC CL B 911312106 831 6,935 SH   SOLE   0 0 6,935
UNITEDHEALTH GROUP INC COM 91324P102 1,523 7,010 SH   SOLE   0 0 7,010
VERIZON COMMUNICATIONS INC COM 92343V104 1,567 25,969 SH   SOLE   0 0 25,969
VISA INC COM CL A 92826C839 853 4,960 SH   SOLE   0 0 4,960
WALGREENS BOOTS ALLIANCE INC COM 931427108 438 7,910 SH   SOLE   0 0 7,910
WALMART INC COM 931142103 1,521 12,815 SH   SOLE   0 0 12,815