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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M ORD COMMON 88579Y101 BBG000BP5522 21,118,990 211,000 SH   SOLE   211,000 0 0
ABBOTT LABORATORIES ORD COMMON 002824100 BBG000B9ZZG4 25,924,956 237,800 SH   SOLE   237,800 0 0
ABBVIE ORD COMMON 00287Y109 BBG003P7K0B5 76,364,964 566,800 SH   SOLE   566,800 0 0
ACCENTURE CL A ORD COMMON G1151C101 BBG000D9DC22 106,460,100 345,000 SH   SOLE   345,000 0 0
AGREE REALTY REIT ORD COMMON 008492100 BBG000BC9H21 26,646,425 407,500 SH   SOLE   407,500 0 0
AIR PRODUCTS AND CHEMICALS ORD COMMON 009158106 BBG000BC4LR0 43,701,427 145,900 SH   SOLE   145,900 0 0
AMERICAN TOWER REIT COMMON 03027X100 BBG000B9Y214 51,122,584 263,600 SH   SOLE   263,600 0 0
ANALOG DEVICES ORD COMMON 032654105 BBG000BB6RX0 86,859,935 445,870 SH   SOLE   445,870 0 0
APPLE ORD COMMON 037833100 BBG000B9Y5X2 712,454,914 3,673,016 SH   SOLE   3,673,016 0 0
AT&T ORD COMMON 00206R102 BBG000BSJLV4 8,485,400 532,000 SH   SOLE   532,000 0 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 BBG000JG1MT2 51,156,123 232,750 SH   SOLE   232,750 0 0
BAXTER INTERNATIONAL ORD COMMON 071813109 BBG000BCVLK7 73,700,043 1,617,648 SH   SOLE   1,617,648 0 0
BLACKROCK ORD COMMON 09247X101 BBG000C2PYL6 29,373,450 42,500 SH   SOLE   42,500 0 0
BROADCOM ORD COMMON 11135F101 BBG00KHY5SQ7 237,936,049 274,300 SH   SOLE   274,300 0 0
CHEVRON ORD COMMON 166764100 BBG000K4NHJ5 5,529,122 35,139 SH   SOLE   35,139 0 0
CHUBB ORD COMMON H1467J104 BBG000BR16M8 69,880,409 362,902 SH   SOLE   362,902 0 0
CISCO SYSTEMS ORD COMMON 17275R102 BBG000C3JBN9 131,755,910 2,546,500 SH   SOLE   2,546,500 0 0
CME GROUP CL A ORD COMMON 12572Q105 BBG000BHMC53 185,660,580 1,002,000 SH   SOLE   1,002,000 0 0
COMCAST CL A ORD COMMON 20030N101 BBG000BFTG15 32,269,808 776,650 SH   SOLE   776,650 0 0
DOVER ORD COMMON 260003108 BBG000BHB4Z0 124,557,540 843,600 SH   SOLE   843,600 0 0
DUKE ENERGY ORD COMMON 26441C204 BBG000BHGGD2 27,819,400 310,000 SH   SOLE   310,000 0 0
ENBRIDGE ORD COMMON 29250N105 BBG000K5M411 6,903,510 185,828 SH   SOLE   185,828 0 0
ESTEE LAUDER CL A ORD COMMON 518439104 BBG000FKJVN4 51,746,130 263,500 SH   SOLE   263,500 0 0
HASBRO ORD COMMON 418056107 BBG000BKVWG0 16,879,062 260,600 SH   SOLE   260,600 0 0
HOME DEPOT ORD COMMON 437076102 BBG000BKZDM1 132,349,415 426,054 SH   SOLE   426,054 0 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 BBG000H56NZ4 173,781,250 837,500 SH   SOLE   837,500 0 0
JOHNSON & JOHNSON ORD COMMON 478160104 BBG000BMHZY5 33,269,520 201,000 SH   SOLE   201,000 0 0
JPMORGAN CHASE ORD COMMON 46625H100 BBG000DMBZW1 13,089,600 90,000 SH   SOLE   90,000 0 0
LAM RESEARCH ORD COMMON 512807108 BBG000BNFW27 17,822,651 27,724 SH   SOLE   27,724 0 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 BBG000WCFWH2 20,385,434 221,991 SH   SOLE   221,991 0 0
MCDONALD'S ORD COMMON 580135101 BBG000BNT1L9 133,579,656 447,638 SH   SOLE   447,638 0 0
MICROSOFT ORD COMMON 594918104 BBG000BPHFS9 314,999,500 925,000 SH   SOLE   925,000 0 0
MONDELEZ INTERNATIONAL CL A ORD COMMON 609207105 BBG000D4M6H0 105,617,120 1,448,000 SH   SOLE   1,448,000 0 0
NATIONAL STORAGE AFFILIATES ORD COMMON 637870106 BBG008417VT8 2,857,105 82,030 SH   SOLE   82,030 0 0
NORFOLK SOUTHERN ORD COMMON 655844108 BBG000BQ5GM4 133,263,904 587,687 SH   SOLE   587,687 0 0
PEPSICO ORD COMMON 713448108 BBG000DH7TN1 23,615,550 127,500 SH   SOLE   127,500 0 0
PFIZER ORD COMMON 717081103 BBG000BR2F10 21,241,388 579,100 SH   SOLE   579,100 0 0
PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 BBG000J2XPB0 107,547,954 1,101,700 SH   SOLE   1,101,700 0 0
PINNACLE WEST ORD COMMON 723484101 BBG000BRDVJ4 59,421,812 729,460 SH   SOLE   729,460 0 0
PNC FINANCIAL SERVICES GROUP ORD COMMON 693475105 BBG000BRD2F2 68,390,850 543,000 SH   SOLE   543,000 0 0
PROCTER & GAMBLE ORD COMMON 742718109 BBG000BR2WS4 7,571,826 49,900 SH   SOLE   49,900 0 0
PROLOGIS REIT COMMON 74340W103 BBG000B9Z339 72,351,700 590,000 SH   SOLE   590,000 0 0
QUALCOMM ORD COMMON 747525103 BBG000CGCDW3 113,980,800 957,500 SH   SOLE   957,500 0 0
RAYTHEON TECHNOLOGIES ORD COMMON 75513E101 BBG000BW8TX8 6,955,160 71,000 SH   SOLE   71,000 0 0
RPM ORD COMMON 749685103 BBG000DCPNF4 74,002,574 824,725 SH   SOLE   824,725 0 0
SNAP ON ORD COMMON 833034101 BBG000BT7MD3 97,052,017 336,764 SH   SOLE   336,764 0 0
TJX ORD COMMON 872540109 BBG000BV8G95 73,470,535 866,500 SH   SOLE   866,500 0 0
UNITEDHEALTH GRP ORD COMMON 91324P102 BBG000CH53T5 225,334,606 468,822 SH   SOLE   468,822 0 0
US BANCORP ORD COMMON 902973304 BBG000FFFQT4 25,226,040 763,500 SH   SOLE   763,500 0 0
VALERO ENERGY ORD COMMON 91913Y100 BBG000BBGKP3 60,367,272 514,640 SH   SOLE   514,640 0 0
VERIZON COMMUNICATIONS ORD COMMON 92343V104 BBG000HS79Q4 18,100,373 486,700 SH   SOLE   486,700 0 0
VF ORD COMMON 918204108 BBG000BWCLX0 22,232,787 1,164,630 SH   SOLE   1,164,630 0 0