#	Issuer	Ticker	Shares	Value	% of Portfolio
1	SPDR SERIES TRUST	78468R663	2,059,711	$188.2M	8.42%
2	GOLDMAN SACHS ETF TR	NVGLF	1,667,225	$166.6M	7.46%
3	VODAFONE GROUP PLC NEW	92857W308	5,741,814	$75.8M	3.39%
4	FEDEX CORP	FDX	257,913	$74.5M	3.33%
5	VANGUARD INDEX FDS	922908629	252,244	$73.2M	3.28%
6	JOHNSON & JOHNSON	JNJ	341,026	$70.6M	3.16%
7	MAGNA INTL INC	559222401	1,274,066	$67.9M	3.04%
8	THOR INDS INC	885160101	631,058	$64.8M	2.90%
9	CITIGROUP INC	C-PR	524,375	$61.2M	2.74%
10	CHEVRON CORP NEW	CVX	395,592	$60.3M	2.70%
11	GENERAL MTRS CO	37045V100	693,165	$56.4M	2.52%
12	LENNAR CORP	LEN-B	542,190	$55.7M	2.49%
13	JPMORGAN CHASE & CO.	VYLD	166,004	$53.5M	2.39%
14	MICROSOFT CORP	MSFT	109,153	$52.8M	2.36%
15	ISHARES TR	46436E718	519,604	$52.2M	2.33%
16	DOLLAR GEN CORP NEW	256677105	382,267	$50.8M	2.27%
17	SPDR S&P 500 ETF TR	SPY	74,135	$50.6M	2.26%
18	SELECT SECTOR SPDR TR	81369Y803	346,078	$49.8M	2.23%
19	SELECT SECTOR SPDR TR	81369Y852	379,709	$44.7M	2.00%
20	ALPHABET INC	GOOG	139,520	$43.7M	1.95%