Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting UnitedHealth Group,UNH,,Sell,91324P102,9348260000.0,18331.0,4.192 AmerisourceBergen Corporation,ABC,,Sell,03073E105,9262642000.0,59871.0,4.154 Microsoft Corporation,MSFT,,Sell,594918104,9224635000.0,29920.0,4.137 Oneok,OKE,,Sell,682680103,9155908000.0,129632.0,4.106 Paramount Global,VIAC,,Buy,92556H206,9012014000.0,238350.0,4.041 Broadcom Inc,AVGO,,Sell,11135F101,8703437000.0,13822.0,3.903 Valero Energy,VLO,,New,91913Y100,8566930000.0,84370.0,3.842 Apple,AAPL,,Sell,037833100,8480284000.0,48567.0,3.803 Texas Instruments,TXN,,Sell,882508104,7843403000.0,42748.0,3.517 NVIDIA CORP,NVDA,,Sell,67066G104,7784696000.0,28530.0,3.491 Sysco Corp,SYY,,Sell,871829107,7726703000.0,94632.0,3.465 LINDE PLC,LIN,,Sell,G5494J103,7685486000.0,24060.0,3.447 MCDONALDS CORP,MCD,,Sell,580135101,7573939000.0,30629.0,3.396 Target Corp,TGT,,Sell,87612E106,7555032000.0,35600.0,3.388 Ryder System,R,,Sell,783549108,7485420000.0,94358.0,3.357 Cardinal Health,CAH,,Sell,14149Y108,7344294000.0,129529.0,3.293 Bank of America Corp,BAC,,Sell,060505104,7288397000.0,176817.0,3.268 Invesco Ltd.,IVZ,,Buy,G491BT108,6915233000.0,299880.0,3.101 MSCI,MSCI,,Sell,55354G100,6806481000.0,13535.0,3.052 Mastercard Incorporated,MA,,Sell,57636Q104,6695514000.0,18735.0,3.003 Salesforce.com,CRM,,Sell,79466L302,6579584000.0,30989.0,2.951 International Paper,IP,,New,460146103,6544532000.0,141810.0,2.935 LOWES COMPANIES INC,LOW,,Sell,548661107,6443795000.0,31870.0,2.89 Discover Financial Svcs,DFS,,Sell,254709108,6255486000.0,56770.0,2.805 Nike,NKE,,Sell,654106103,6245602000.0,46415.0,2.801 WALGREENS BOOTS ALLIANCE INC,WBA,,Sell,931427108,6246758000.0,139530.0,2.801 TJX Cos,TJX,,Sell,872540109,6012928000.0,99256.0,2.696 Advanced Micro Devices,AMD,,New,007903107,5715202000.0,52270.0,2.563 Under Armor Inc,UAA,,Buy,904311107,5682382000.0,333865.0,2.548 Qualcomm,QCOM,,New,747525103,5648991000.0,36965.0,2.533 Powershares SP 500 Equal Weight,RSP,,Sell,46137V357,1110278000.0,7040.0,0.498 SPDR SP 500 ETF Trust,SPY,, ,78462F103,49680000.0,110.0,0.022 Twitter Inc.,TWTR,,Exit,90184L102,0.0,-120455.0,-2.044 Paypal,PYPL,,Exit,70450Y103,0.0,-33077.0,-2.449 ARCHER DANIELS MIDLAND CO,ADM,,Exit,039483102,0.0,-132579.0,-3.518 Kroger Co,KR,,Exit,501044101,0.0,-210316.0,-3.737