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 ORD COMMON 88579Y101 37,180 189,000 SH   SOLE   189,000 0 0
ABBOTT LABORATORIES ORD COMMON 002824100 14,503 237,800 SH   SOLE   237,800 0 0
ABBVIE ORD COMMON 00287Y109 31,668 341,800 SH   SOLE   341,800 0 0
ACCENTURE CL A ORD COMMON G1151C101 56,439 345,000 SH   SOLE   345,000 0 0
AMERICAN TOWER REIT COMMON 03027X100 12,127 84,119 SH   SOLE   84,119 0 0
ANALOG DEVICES ORD COMMON 032654105 40,216 419,270 SH   SOLE   419,270 0 0
APERGY CORPORATION COMMON 03755L104 6,142 147,115 SH   SOLE   147,115 0 0
APPLE ORD COMMON 037833100 216,394 1,169,000 SH   SOLE   1,169,000 0 0
AT&T ORD COMMON 00206R102 17,083 532,000 SH   SOLE   532,000 0 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 3,454 25,750 SH   SOLE   25,750 0 0
BLACKROCK ORD COMMON 09247X101 17,466 35,000 SH   SOLE   35,000 0 0
BROADCOM ORD COMMON 11135F101 45,107 185,900 SH   SOLE   185,900 0 0
CHEVRON ORD COMMON 166764100 25,160 199,000 SH   SOLE   199,000 0 0
CHUBB ORD COMMON H1467J104 30,853 242,902 SH   SOLE   242,902 0 0
CISCO SYSTEMS ORD COMMON 17275R102 102,605 2,384,500 SH   SOLE   2,384,500 0 0
CME GROUP CL A ORD COMMON 12572Q105 159,822 975,000 SH   SOLE   975,000 0 0
CUMMINS ORD COMMON 231021106 2,261 17,000 SH   SOLE   17,000 0 0
DOVER ORD COMMON 260003108 58,326 796,800 SH   SOLE   796,800 0 0
DUKE ENERGY ORD COMMON 26441C204 24,515 310,000 SH   SOLE   310,000 0 0
ENBRIDGE ORD COMMON 29250N105 10,472 293,428 SH   SOLE   293,428 0 0
GENUINE PARTS ORD COMMON 372460105 61,775 673,000 SH   SOLE   673,000 0 0
GILEAD SCIENCES ORD COMMON 375558103 66,478 938,419 SH   SOLE   938,419 0 0
HASBRO ORD COMMON 418056107 25,256 273,600 SH   SOLE   273,600 0 0
HOME DEPOT ORD COMMON 437076102 65,857 337,554 SH   SOLE   337,554 0 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 136,487 947,500 SH   SOLE   947,500 0 0
INTERNATIONAL BUSINESS MACHINES ORD COMMON 459200101 38,795 277,700 SH   SOLE   277,700 0 0
JOHNSON & JOHNSON ORD COMMON 478160104 24,268 200,000 SH   SOLE   200,000 0 0
JPMORGAN CHASE ORD COMMON 46625H100 6,252 60,000 SH   SOLE   60,000 0 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 9,336 84,991 SH   SOLE   84,991 0 0
MCDONALD'S ORD COMMON 580135101 70,140 447,638 SH   SOLE   447,638 0 0
MICROSOFT ORD COMMON 594918104 91,998 932,950 SH   SOLE   932,950 0 0
NORFOLK SOUTHERN ORD COMMON 655844108 88,664 587,687 SH   SOLE   587,687 0 0
PEPSICO ORD COMMON 713448108 13,010 119,500 SH   SOLE   119,500 0 0
PFIZER ORD COMMON 717081103 14,294 394,000 SH   SOLE   394,000 0 0
PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 66,656 825,562 SH   SOLE   825,562 0 0
PNC FINANCIAL SERVICES GROUP ORD COMMON 693475105 63,902 473,000 SH   SOLE   473,000 0 0
POLARIS INDUSTRIES ORD COMMON 731068102 95,300 780,000 SH   SOLE   780,000 0 0
PRAXAIR ORD COMMON 74005P104 17,871 113,000 SH   SOLE   113,000 0 0
PROCTER & GAMBLE ORD COMMON 742718109 3,895 49,900 SH   SOLE   49,900 0 0
PROLOGIS REIT COMMON 74340W103 13,795 210,000 SH   SOLE   210,000 0 0
PUBLIC STORAGE REIT ORD COMMON 74460D109 20,109 88,642 SH   SOLE   88,642 0 0
QUALCOMM ORD COMMON 747525103 51,210 912,500 SH   SOLE   912,500 0 0
RPM ORD COMMON 749685103 48,098 824,725 SH   SOLE   824,725 0 0
UNITED TECHNOLOGIES ORD COMMON 913017109 2,626 21,000 SH   SOLE   21,000 0 0
UNITEDHEALTH GRP ORD COMMON 91324P102 115,021 468,822 SH   SOLE   468,822 0 0
US BANCORP ORD COMMON 902973304 6,753 135,000 SH   SOLE   135,000 0 0
VALERO ENERGY ORD COMMON 91913Y100 50,155 452,540 SH   SOLE   452,540 0 0
VERIZON COMMUNICATIONS ORD COMMON 92343V104 24,486 486,700 SH   SOLE   486,700 0 0
VF ORD COMMON 918204108 92,495 1,134,630 SH   SOLE   1,134,630 0 0
WALT DISNEY ORD COMMON 254687106 56,807 542,000 SH   SOLE   542,000 0 0