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   9,084,486 36,277 SH   SOLE   36,277 0 0
AbbVie COM 00287Y109   6,806,443 38,303 SH   SOLE   38,303 0 0
Broadcom Inc COM 11135F101   13,414,031 57,859 SH   SOLE   57,859 0 0
Bank of America Corp COM 060505104   8,871,351 201,851 SH   SOLE   201,851 0 0
Best Buy Co. COM 086516101   6,504,498 75,810 SH   SOLE   75,810 0 0
Citigroup COM 172967424   7,021,754 99,755 SH   SOLE   99,755 0 0
Cardinal Health COM 14149Y108   9,150,077 77,366 SH   SOLE   77,366 0 0
AmerisourceBergen COM 03073E105   9,151,890 40,733 SH   SOLE   40,733 0 0
Eaton Corporation COM G29183103   7,624,050 22,973 SH   SOLE   22,973 0 0
Fedex Corp COM 31428X106   7,400,386 26,305 SH   SOLE   26,305 0 0
GE AEROSPACE COM 369604301   6,144,544 36,840 SH   SOLE   36,840 0 0
GE VERNOVA INC COM 36828A101   2,095,942 6,372 SH   SOLE   6,372 0 0
Kroger Co COM 501044101   8,577,082 140,263 SH   SOLE   140,263 0 0
LINDE PLC COM G54950103   7,450,651 17,796 SH   SOLE   17,796 0 0
LOWES COMPANIES INC COM 548661107   7,780,370 31,525 SH   SOLE   31,525 0 0
Mastercard Incorporated COM 57636Q104   8,687,878 16,499 SH   SOLE   16,499 0 0
MCDONALDS CORP COM 580135101   8,149,967 28,114 SH   SOLE   28,114 0 0
Marathon Petroleum COM 56585A102   5,624,222 40,317 SH   SOLE   40,317 0 0
Microsoft Corporation COM 594918104   7,832,313 18,582 SH   SOLE   18,582 0 0
NVIDIA CORP COM 67066G104   8,379,025 62,395 SH   SOLE   62,395 0 0
Oneok COM 682680103   9,406,175 93,687 SH   SOLE   93,687 0 0
Progressive Corp COM 743315103   7,248,202 30,250 SH   SOLE   30,250 0 0
Qualcomm COM 747525103   6,292,275 40,960 SH   SOLE   40,960 0 0
Ryder System COM 783549108   9,696,301 61,815 SH   SOLE   61,815 0 0
Powershares SP 500 Equal Weight COM 46137V357   28,037 160 SH   SOLE   160 0 0
SPDR SP 500 ETF Trust COM 78462F103   504,029 860 SH   SOLE   860 0 0
Sysco Corp COM 871829107   7,626,120 99,740 SH   SOLE   99,740 0 0
Target Corp COM 87612E106   6,373,872 47,151 SH   SOLE   47,151 0 0
TJX Cos COM 872540109   8,969,055 74,241 SH   SOLE   74,241 0 0
Targa Resources Corp COM 87612G101   7,966,455 44,630 SH   SOLE   44,630 0 0
Texas Instruments COM 882508104   7,630,157 40,692 SH   SOLE   40,692 0 0
Valero Energy COM 91913Y100   5,807,701 47,375 SH   SOLE   47,375 0 0
Williams Companies COM 969457100   8,770,850 162,063 SH   SOLE   162,063 0 0