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
3M CO COMMON 88579Y101 44,485 189,000 SH   SOLE   189,000 0 0
ABBOTT LABORATORIES COMMON 002824100 13,571 237,800 SH   SOLE   237,800 0 0
ABBVIE INC COMMON 00287Y109 33,055 341,800 SH   SOLE   341,800 0 0
ACCENTURE PLC-CL A COMMON G1151C101 52,816 345,000 SH   SOLE   345,000 0 0
ANALOG DEVICES INC COMMON 032654105 37,328 419,270 SH   SOLE   419,270 0 0
APPLE INC COMMON 037833100 197,830 1,169,000 SH   SOLE   1,169,000 0 0
AT&T INC COMMON 00206R102 20,684 532,000 SH   SOLE   532,000 0 0
BLACKROCK INC COMMON 09247X101 17,980 35,000 SH   SOLE   35,000 0 0
BROADCOM LTD COMMON Y09827109 38,625 150,350 SH   SOLE   150,350 0 0
CHEVRON CORP COMMON 166764100 24,913 199,000 SH   SOLE   199,000 0 0
CHUBB LTD COMMON H1467J104 35,495 242,902 SH   SOLE   242,902 0 0
CISCO SYSTEMS INC COMMON 17275R102 91,326 2,384,500 SH   SOLE   2,384,500 0 0
CME GROUP INC COMMON 12572Q105 142,399 975,000 SH   SOLE   975,000 0 0
CUMMINS INC COMMON 231021106 3,003 17,000 SH   SOLE   17,000 0 0
DOVER CORP COMMON 260003108 80,469 796,800 SH   SOLE   796,800 0 0
DUKE ENERGY CORP COMMON 26441C204 4,374 52,000 SH   SOLE   52,000 0 0
ENBRIDGE INC COMMON 29250N105 11,476 293,428 SH   SOLE   293,428 0 0
GENUINE PARTS CO COMMON 372460105 78,193 823,000 SH   SOLE   823,000 0 0
GILEAD SCIENCES INC COMMON 375558103 67,228 938,419 SH   SOLE   938,419 0 0
HASBRO INC COMMON 418056107 24,868 273,600 SH   SOLE   273,600 0 0
HOME DEPOT INC COMMON 437076102 58,385 308,054 SH   SOLE   308,054 0 0
HONEYWELL INTERNATIONAL INC COMMON 438516106 145,309 947,500 SH   SOLE   947,500 0 0
INTL BUSINESS MACHINES CORP COMMON 459200101 42,022 273,900 SH   SOLE   273,900 0 0
JOHNSON & JOHNSON COMMON 478160104 27,944 200,000 SH   SOLE   200,000 0 0
JP MORGAN CHASE COMMON 46625H100 6,416 60,000 SH   SOLE   60,000 0 0
LYONDELLBASELL COMMON N53745100 5,516 50,000 SH   SOLE   50,000 0 0
MCDONALD'S CORP COMMON 580135101 77,047 447,638 SH   SOLE   447,638 0 0
MICROSOFT CORP COMMON 594918104 79,125 925,000 SH   SOLE   925,000 0 0
NORFOLK SOUTHERN CORP COMMON 655844108 85,156 587,687 SH   SOLE   587,687 0 0
PEPSICO INC COMMON 713448108 14,330 119,500 SH   SOLE   119,500 0 0
PFIZER INC COMMON 717081103 14,271 394,000 SH   SOLE   394,000 0 0
PHILIP MORRIS INTERNATIONAL COMMON 718172109 87,221 825,562 SH   SOLE   825,562 0 0
PNC FINANCIAL SERVICES GROUP COMMON 693475105 68,249 473,000 SH   SOLE   473,000 0 0
POLARIS INDUSTRIES INC COMMON 731068102 96,712 780,000 SH   SOLE   780,000 0 0
PRAXAIR INC COMMON 74005P104 17,479 113,000 SH   SOLE   113,000 0 0
PROCTER & GAMBLE CO/THE COMMON 742718109 4,585 49,900 SH   SOLE   49,900 0 0
PUBLIC STORAGE COMMON 74460D109 4,941 23,642 SH   SOLE   23,642 0 0
QUALCOMM INC COMMON 747525103 58,418 912,500 SH   SOLE   912,500 0 0
RPM INTERNATIONAL INC COMMON 749685103 43,232 824,725 SH   SOLE   824,725 0 0
THE WALT DISNEY CO. COMMON 254687106 58,270 542,000 SH   SOLE   542,000 0 0
UNITED TECHNOLOGIES CORP COMMON 913017109 2,679 21,000 SH   SOLE   21,000 0 0
UNITEDHEALTH GROUP INC COMMON 91324P102 103,356 468,822 SH   SOLE   468,822 0 0
US BANCORP COMMON 902973304 7,233 135,000 SH   SOLE   135,000 0 0
VALERO ENERGY CORP COMMON 91913Y100 35,839 389,940 SH   SOLE   389,940 0 0
VERIZON COMMUNICATIONS INC COMMON 92343V104 25,761 486,700 SH   SOLE   486,700 0 0
VF CORP COMMON 918204108 83,963 1,134,630 SH   SOLE   1,134,630 0 0