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
AT&T INC COM 00206R102 7,740 286,558 SH   SOLE NONE 286,558 0 0
ABBOTT LABS COM 002824100 416 3,523 SH   SOLE NONE 3,523 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 234 407 SH   SOLE NONE 407 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 10,610 213,995 SH   SOLE NONE 213,995 0 0
ALPHABET INC CAP STK CL C 02079K107 408 153 SH   SOLE NONE 153 0 0
ALPHABET INC CAP STK CL A 02079K305 853 319 SH   SOLE NONE 319 0 0
AMAZON COM INC COM 023135106 1,183 360 SH   SOLE NONE 360 0 0
AMERICAN TOWER CORP NEW COM 03027X100 265 1,000 SH   SOLE NONE 1,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 36,558 306,055 SH   SOLE NONE 306,055 0 0
ANALOG DEVICES INC COM 032654105 34,201 204,210 SH   SOLE NONE 204,210 0 0
APPLE INC COM 037833100 12,088 85,426 SH   SOLE NONE 85,426 0 0
BK OF AMERICA CORP COM 060505104 35,818 843,769 SH   SOLE NONE 843,769 0 0
BATH & BODY WORKS INC COM 070830104 38,035 603,450 SH   SOLE NONE 603,450 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,172 4,294 SH   SOLE NONE 4,294 0 0
BLACKSTONE INC COM 09260D107 33,765 290,229 SH   SOLE NONE 290,229 0 0
BOEING CO COM 097023105 341 1,550 SH   SOLE NONE 1,550 0 0
CIENA CORP COM NEW 171779309 43,442 846,005 SH   SOLE NONE 846,005 0 0
CISCO SYS INC COM 17275R102 58,732 1,079,030 SH   SOLE NONE 1,079,030 0 0
CLOROX CO DEL COM 189054109 1,235 7,455 SH   SOLE NONE 7,455 0 0
COCA COLA CO COM 191216100 444 8,460 SH   SOLE NONE 8,460 0 0
CONSOLIDATED EDISON INC COM 209115104 10,246 141,145 SH   SOLE NONE 141,145 0 0
CORNING INC COM 219350105 34,562 947,160 SH   SOLE NONE 947,160 0 0
D R HORTON INC COM 23331A109 58,758 699,744 SH   SOLE NONE 699,744 0 0
DANAHER CORPORATION COM 235851102 204 669 SH   SOLE NONE 669 0 0
DOMINION ENERGY INC COM 25746U109 329 4,500 SH   SOLE NONE 4,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 11,986 122,817 SH   SOLE NONE 122,817 0 0
EXACT SCIENCES CORP COM 30063P105 286 3,000 SH   SOLE NONE 3,000 0 0
EXXON MOBIL CORP COM 30231G102 295 5,015 SH   SOLE NONE 5,015 0 0
FACEBOOK INC CL A 30303M102 574 1,692 SH   SOLE NONE 1,692 0 0
FASTENAL CO COM 311900104 652 12,628 SH   SOLE NONE 12,628 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 392 3,218 SH   SOLE NONE 3,218 0 0
FISERV INC COM 337738108 783 7,220 SH   SOLE NONE 7,220 0 0
FORD MTR CO DEL COM 345370860 43,213 3,051,750 SH   SOLE NONE 3,051,750 0 0
GENERAL ELECTRIC CO COM NEW 369604301 55,330 537,024 SH   SOLE NONE 537,024 0 0
GENERAL MTRS CO COM 37045V100 34,626 656,913 SH   SOLE NONE 656,913 0 0
HOME DEPOT INC COM 437076102 78,515 239,185 SH   SOLE NONE 239,185 0 0
INTEL CORP COM 458140100 450 8,443 SH   SOLE NONE 8,443 0 0
ISHARES TR CORE S&P500 ETF 464287200 429 995 SH   SOLE NONE 995 0 0
ISHARES TR CORE US AGGBD ET 464287226 209 1,819 SH   SOLE NONE 1,819 0 0
ISHARES TR IBOXX INV CP ETF 464287242 430 3,233 SH   SOLE NONE 3,233 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 422 3,662 SH   SOLE NONE 3,662 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 361 4,194 SH   SOLE NONE 4,194 0 0
ISHARES TR CORE S&P SCP ETF 464287804 433 3,969 SH   SOLE NONE 3,969 0 0
ISHARES TR NATIONAL MUN ETF 464288414 5,245 45,148 SH   SOLE NONE 45,148 0 0
ISHARES TR CORE MSCI EAFE 46432F842 638 8,598 SH   SOLE NONE 8,598 0 0
JPMORGAN CHASE & CO COM 46625H100 855 5,226 SH   SOLE NONE 5,226 0 0
JOHNSON & JOHNSON COM 478160104 773 4,788 SH   SOLE NONE 4,788 0 0
LILLY ELI & CO COM 532457108 635 2,750 SH   SOLE NONE 2,750 0 0
MGIC INVT CORP WIS COM 552848103 30,225 2,020,390 SH   SOLE NONE 2,020,390 0 0
MASCO CORP COM 574599106 39,448 710,130 SH   SOLE NONE 710,130 0 0
MASTERCARD INCORPORATED CL A 57636Q104 678 1,951 SH   SOLE NONE 1,951 0 0
MCDONALDS CORP COM 580135101 650 2,696 SH   SOLE NONE 2,696 0 0
MCKESSON CORP COM 58155Q103 49,711 249,330 SH   SOLE NONE 249,330 0 0
MICROSOFT CORP COM 594918104 1,549 5,493 SH   SOLE NONE 5,493 0 0
MORGAN STANLEY COM NEW 617446448 95,019 976,461 SH   SOLE NONE 976,461 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 77,014 331,500 SH   SOLE NONE 331,500 0 0
NETFLIX INC COM 64110L106 435 712 SH   SOLE NONE 712 0 0
NEXTERA ENERGY INC COM 65339F101 206 2,624 SH   SOLE NONE 2,624 0 0
OLD REP INTL CORP COM 680223104 13,054 564,380 SH   SOLE NONE 564,380 0 0
PACCAR INC COM 693718108 18,333 232,300 SH   SOLE NONE 232,300 0 0
PROCTER AND GAMBLE CO COM 742718109 28,260 202,149 SH   SOLE NONE 202,149 0 0
RADIAN GROUP INC COM 750236101 20,935 921,420 SH   SOLE NONE 921,420 0 0
REPUBLIC SVCS INC COM 760759100 35,453 295,292 SH   SOLE NONE 295,292 0 0
ROCKWELL AUTOMATION INC COM 773903109 211 716 SH   SOLE NONE 716 0 0
S&P GLOBAL INC COM 78409V104 456 1,074 SH   SOLE NONE 1,074 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 468 1,090 SH   SOLE NONE 1,090 0 0
SPDR SER TR PORTFOLIO INTRMD 78464A375 230 6,303 SH   SOLE NONE 6,303 0 0
SPDR SER TR PORTFOLI S&P1500 78464A805 318 6,000 SH   SOLE NONE 6,000 0 0
SPDR SER TR SPDR BLOOMBERG 78468R663 209 2,282 SH   SOLE NONE 2,282 0 0
SPDR SER TR NUVEEN BRC MUNIC 78468R721 3,055 59,248 SH   SOLE NONE 59,248 0 0
SPDR SER TR NUVEEN BLMBRG SR 78468R739 1,913 38,725 SH   SOLE NONE 38,725 0 0
SCHWAB CHARLES CORP COM 808513105 60,474 830,230 SH   SOLE NONE 830,230 0 0
SOUTHERN CO COM 842587107 11,713 189,015 SH   SOLE NONE 189,015 0 0
STERICYCLE INC COM 858912108 22,085 324,920 SH   SOLE NONE 324,920 0 0
T-MOBILE US INC COM 872590104 68,484 536,040 SH   SOLE NONE 536,040 0 0
TEXAS INSTRS INC COM 882508104 56,308 292,951 SH   SOLE NONE 292,951 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,031 1,805 SH   SOLE NONE 1,805 0 0
US BANCORP DEL COM NEW 902973304 327 5,507 SH   SOLE NONE 5,507 0 0
VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1,341 26,162 SH   SOLE NONE 26,162 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 1,174 13,126 SH   SOLE NONE 13,126 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4,278 52,209 SH   SOLE NONE 52,209 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 463 5,623 SH   SOLE NONE 5,623 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 308 1,385 SH   SOLE NONE 1,385 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 11,025 199,520 SH   SOLE NONE 199,520 0 0
VISA INC COM CL A 92826C839 518 2,324 SH   SOLE NONE 2,324 0 0
WEC ENERGY GROUP INC COM 92939U106 1,908 21,631 SH   SOLE NONE 21,631 0 0
WALMART INC COM 931142103 220 1,580 SH   SOLE NONE 1,580 0 0
WASTE MGMT INC DEL COM 94106L109 66,121 442,695 SH   SOLE NONE 442,695 0 0
XCEL ENERGY INC COM 98389B100 3,876 62,012 SH   SOLE NONE 62,012 0 0
XILINX INC COM 983919101 59,586 394,633 SH   SOLE NONE 394,633 0 0
AON PLC SHS CL A G0403H108 375 1,311 SH   SOLE NONE 1,311 0 0
EATON CORP PLC SHS G29183103 28,140 188,470 SH   SOLE NONE 188,470 0 0
HELEN OF TROY LTD COM G4388N106 328 1,460 SH   SOLE NONE 1,460 0 0
MEDTRONIC PLC SHS G5960L103 229 1,829 SH   SOLE NONE 1,829 0 0
REWALK ROBOTICS LTD SHS M8216Q200 23 15,000 SH   SOLE NONE 15,000 0 0