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 10,050,341 34,733 SH SOLE 34,733 0 0
AbbVie COM 00287Y109 9,568,863 38,026 SH SOLE 38,026 0 0
Arista Networks COM 040413205 10,037,360 59,085 SH SOLE 59,085 0 0
Broadcom Inc COM 11135F101 14,147,871 37,453 SH SOLE 37,453 0 0
BOEING CO COM 097023105 7,423,839 34,295 SH SOLE 34,295 0 0
Bank of America Corp COM 060505104 10,013,152 175,731 SH SOLE 175,731 0 0
Best Buy Co. COM 086516101 8,774,004 115,630 SH SOLE 115,630 0 0
Citigroup COM 172967424 10,319,391 73,731 SH SOLE 73,731 0 0
Cardinal Health COM 14149Y108 12,425,813 52,306 SH SOLE 52,306 0 0
AmerisourceBergen COM 03073E105 9,978,441 35,262 SH SOLE 35,262 0 0
Eaton Corporation COM G29183103 9,349,925 21,942 SH SOLE 21,942 0 0
Fedex Corp COM 31428X106 7,989,512 25,515 SH SOLE 25,515 0 0
FedEx Freight Holg Co. COM 314352105 1,895,805 12,555 SH SOLE 12,555 0 0
GE AEROSPACE COM 369604301 9,963,642 26,660 SH SOLE 26,660 0 0
GE VERNOVA INC COM 36828A101 3,069,909 2,613 SH SOLE 2,613 0 0
Invesco Ltd. COM G491BT108 8,788,134 333,010 SH SOLE 333,010 0 0
Kroger Co COM 501044101 7,445,573 134,082 SH SOLE 134,082 0 0
Southwest Airlines COM 844741108 10,051,839 195,485 SH SOLE 195,485 0 0
MCDONALDS CORP COM 580135101 7,346,485 27,178 SH SOLE 27,178 0 0
Microsoft Corporation COM 594918104 8,824,534 23,657 SH SOLE 23,657 0 0
NVIDIA CORP COM 67066G104 9,669,950 48,328 SH SOLE 48,328 0 0
Oneok COM 682680103 9,956,108 114,517 SH SOLE 114,517 0 0
Ryder System COM 783549108 13,060,308 49,514 SH SOLE 49,514 0 0
Powershares SP 500 Equal Weight COM 46137V357 34,043 160 SH SOLE 160 0 0
SPDR SP 500 ETF Trust COM 78462F103 145,620 195 SH SOLE 195 0 0
Synchrony Financial COM 87165B103 8,112,025 106,667 SH SOLE 106,667 0 0
Sysco Corp COM 871829107 9,575,259 114,564 SH SOLE 114,564 0 0
Target Corp COM 87612E106 9,516,506 72,862 SH SOLE 72,862 0 0
TJX Cos COM 872540109 9,433,148 62,265 SH SOLE 62,265 0 0
Targa Resources Corp COM 87612G101 8,858,005 33,035 SH SOLE 33,035 0 0
Texas Instruments COM 882508104 13,069,773 43,848 SH SOLE 43,848 0 0
Valero Energy COM 91913Y100 8,981,013 34,484 SH SOLE 34,484 0 0
Williams Companies COM 969457100 9,500,132 127,793 SH SOLE 127,793 0 0