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
AT&T Inc Common 00206R102 3,624 101,660 SH   SOLE   101,660 0 0
Abbott Laboratories Common 002824100 12,883 215,000 SH   SOLE   215,000 0 0
Abbvie, Inc Common 00287Y109 20,350 215,000 SH   SOLE   215,000 0 0
ADVANSIX INC Common 00773T101 53 1,520 SH   SOLE   1,520 0 0
Agilysys Inc Common 00847J105 1,498 125,687 SH   SOLE   125,687 0 0
Alliant Energy Corporation Common 018802108 3,269 80,000 SH   SOLE   80,000 0 0
AMERISOURCEBERGEN CORP Common 03073E105 517 6,000 SH   SOLE   6,000 0 0
Analog Devices Inc Common 032654105 85 928 SH   SOLE   928 0 0
Apache Corporation Common 037411105 173 4,500 SH   SOLE   4,500 0 0
BCE Inc Common 05534B760 638 14,823 SH   SOLE   14,823 0 0
Bank of America Corporation Common 060505104 4,199 140,000 SH   SOLE   140,000 0 0
BECTON DICKINSON & CO Common 075887109 433 2,000 SH   SOLE   2,000 0 0
BED BATH & BEYOND INC Common 075896100 126 6,000 SH   SOLE   6,000 0 0
Bemis Company Inc Common 081437105 1,367 31,400 SH   SOLE   31,400 0 0
BLACK KNIGHT INC Common 09215C105 321 6,807 SH   SOLE   6,807 0 0
Boeing Company Common 097023105 24,591 75,000 SH   SOLE   75,000 0 0
Brighthouse Finl Inc Common 10922N103 8 163 SH   SOLE   163 0 0
CAMPBELL SOUP CO Common 134429109 433 10,000 SH   SOLE   10,000 0 0
CANNAE HLDGS INC Common 13765N107 140 7,399 SH   SOLE   7,399 0 0
CHEVRON CORP NEW Common 166764100 570 5,000 SH   SOLE   5,000 0 0
Cincinnati Financial Corp Common 172062101 23,784 320,276 SH   SOLE   320,276 0 0
COCA COLA CO Common 191216100 347 8,000 SH   SOLE   8,000 0 0
COLGATE PALMOLIVE CO Common 194162103 573 8,000 SH   SOLE   8,000 0 0
ConocoPhillips Common 20825C104 596 10,059 SH   SOLE   10,059 0 0
CONSOLIDATED EDISON INC Common 209115104 117 1,500 SH   SOLE   1,500 0 0
Covanta Holding Corporation Common 22282E102 0 32 SH   SOLE   32 0 0
Cummins Inc Common 231021106 3,566 22,000 SH   SOLE   22,000 0 0
DANAHER CORP DEL Common 235851102 392 4,000 SH   SOLE   4,000 0 0
Dean Foods Company Common 242370203 34 4,000 SH   SOLE   4,000 0 0
Deere & Company Common 244199105 3,106 20,000 SH   SOLE   20,000 0 0
DOLLAR TREE INC Common 256746108 569 6,000 SH   SOLE   6,000 0 0
DOMINION RES INC VA NEW Common 25746U109 539 8,000 SH   SOLE   8,000 0 0
DOWDUPONT INC Common 26078J100 10,831 170,000 SH   SOLE   170,000 0 0
Duke Energy Corporation Common 26441C204 5,117 66,056 SH   SOLE   66,056 0 0
Emerson Electric Co Common 291011104 861 12,600 SH   SOLE   12,600 0 0
Enbridge Inc Common 29250N105 2,294 72,910 SH   SOLE   72,910 0 0
Essex Property Trust Inc Common 297178105 1,287 5,347 SH   SOLE   5,347 0 0
Exelon Corp Common 30161N101 223 5,723 SH   SOLE   5,723 0 0
Express Scripts Holding Company Common 30219G108 276 4,000 SH   SOLE   4,000 0 0
Exxon Mobil Corporation Common 30231G102 2,984 40,000 SH   SOLE   40,000 0 0
FACTSET RESH SYS INC Common 303075105 598 3,000 SH   SOLE   3,000 0 0
Fidelity National Information Common 31620M106 940 9,758 SH   SOLE   9,758 0 0
Fidelity FNF Group Common 31620R303 888 22,201 SH   SOLE   22,201 0 0
Ford Motor Company Common 345370860 711 64,177 SH   SOLE   64,177 0 0
Fortive Corporation Common 34959J108 155 2,000 SH   SOLE   2,000 0 0
Freeport-McMoRan Inc Common 35671D857 176 10,000 SH   SOLE   10,000 0 0
Frontier Communications Corp Common 35906A108 5 658 SH   SOLE   658 0 0
Arthur J Gallagher & Co Common 363576109 709 10,321 SH   SOLE   10,321 0 0
GENERAL DYNAMICS CORP Common 369550108 1,105 5,000 SH   SOLE   5,000 0 0
General Electric Company Common 369604103 3,707 275,000 SH   SOLE   275,000 0 0
General Motors Company Common 37045V100 60 1,646 SH   SOLE   1,646 0 0
General Motors Company-Warrants B Common 37045V126 17 932 SH   SOLE   932 0 0
GILDAN ACTIVEWEAR INC Common 375916103 87 3,000 SH   SOLE   3,000 0 0
Halliburton Company Common 406216101 282 6,000 SH   SOLE   6,000 0 0
Harris Corporation Common 413875105 41 256 SH   SOLE   256 0 0
Honeywell International Inc Common 438516106 5,491 38,000 SH   SOLE   38,000 0 0
ITT CORP Common 450911201 61 1,250 SH   SOLE   1,250 0 0
Intel Corporation Common 458140100 2,083 40,000 SH   SOLE   40,000 0 0
INTERNATIONAL BUSINESS MACHS Common 459200101 460 3,000 SH   SOLE   3,000 0 0
J Alexanders Holdings Inc Common 46609J106 15 1,277 SH   SOLE   1,277 0 0
JPMorgan Chase & Co Common 46625H100 6,349 57,736 SH   SOLE   57,736 0 0
JACOBS ENGR GROUP INC DEL Common 469814107 59 1,000 SH   SOLE   1,000 0 0
Johnson & Johnson Common 478160104 4,870 38,000 SH   SOLE   38,000 0 0
Lam Research Corporation Common 512807108 1,143 5,625 SH   SOLE   5,625 0 0
LOWES COS INC Common 548661107 1,492 17,000 SH   SOLE   17,000 0 0
MCCORMICK & CO INC Common 579780206 213 2,000 SH   SOLE   2,000 0 0
MCDONALDS CORP Common 580135101 782 5,000 SH   SOLE   5,000 0 0
Merck & Co Inc Common 58933Y105 314 5,767 SH   SOLE   5,767 0 0
METLIFE INC Common 59156R108 83 1,800 SH   SOLE   1,800 0 0
Microsoft Corporation Common 594918104 1,369 15,000 SH   SOLE   15,000 0 0
NRG ENERGY INC Common 629377508 33 1,073 SH   SOLE   1,073 0 0
NATIONAL PRESTO INDS INC Common 637215104 94 1,000 SH   SOLE   1,000 0 0
Newell Brands Common 651229106 1,166 45,766 SH   SOLE   45,766 0 0
NIKE INC Common 654106103 797 12,000 SH   SOLE   12,000 0 0
Old Republic International Cor Common 680223104 7,227 336,911 SH   SOLE   336,911 0 0
OMNICOM GROUP INC Common 681919106 218 3,000 SH   SOLE   3,000 0 0
ORACLE CORP Common 68389X105 320 7,000 SH   SOLE   7,000 0 0
PepsiCo Inc Common 713448108 2,510 23,000 SH   SOLE   23,000 0 0
Pfizer Inc Common 717081103 1,420 40,000 SH   SOLE   40,000 0 0
Phillips 66 Common 718546104 482 5,029 SH   SOLE   5,029 0 0
Piper Jaffray Cos Common 724078100 641 7,722 SH   SOLE   7,722 0 0
PLAINS ALL AMER PIPELINE LP Common 726503105 132 6,000 SH   SOLE   6,000 0 0
Procter & Gamble Company Common 742718109 6,025 76,000 SH   SOLE   76,000 0 0
QCR Holdings Inc Common 74727A104 5,076 113,181 SH   SOLE   113,181 0 0
Royal Dutch Shell ADR Common 780259206 2,935 46,000 SH   SOLE   46,000 0 0
Schlumberger Limited Common 806857108 2,332 36,000 SH   SOLE   36,000 0 0
SMUCKER J M CO Common 832696405 496 4,000 SH   SOLE   4,000 0 0
Southwest Airlines Co Common 844741108 430 7,500 SH   SOLE   7,500 0 0
STRYKER CORP Common 863667101 966 6,000 SH   SOLE   6,000 0 0
TEXAS INSTRS INC Common 882508104 519 5,000 SH   SOLE   5,000 0 0
TRACTOR SUPPLY CO Common 892356106 504 8,000 SH   SOLE   8,000 0 0
Treehouse Foods Inc Common 89469A104 369 9,652 SH   SOLE   9,652 0 0
U S Bancorp Common 902973304 27,153 537,675 SH   SOLE   537,675 0 0
UNION PAC CORP Common 907818108 672 5,000 SH   SOLE   5,000 0 0
United Technologies Corp Common 913017109 975 7,750 SH   SOLE   7,750 0 0
Uniti Group Inc Common 91325V108 42 2,588 SH   SOLE   2,588 0 0
V F CORP Common 918204108 889 12,000 SH   SOLE   12,000 0 0
Varex Imaging Corp Common 92214X106 14 400 SH   SOLE   400 0 0
VARIAN MED SYS INC Common 92220P105 123 1,000 SH   SOLE   1,000 0 0
Vectren Corporation Common 92240G101 1,704 26,658 SH   SOLE   26,658 0 0
Vectrus Inc Common 92242T101 5 138 SH   SOLE   138 0 0
Verizon Communications Inc Common 92343V104 2,077 43,434 SH   SOLE   43,434 0 0
WAL MART STORES INC Common 931142103 311 3,500 SH   SOLE   3,500 0 0
Walgreens Boots Alliance Inc Common 931427108 655 10,000 SH   SOLE   10,000 0 0
WASTE MGMT INC DEL Common 94106L109 168 2,000 SH   SOLE   2,000 0 0
Wells Fargo & Company Common 949746101 13,369 255,086 SH   SOLE   255,086 0 0
Wachovia Corp Ser L Conv Perp Pfd Preferred 949746804 1,806 1,400 SH   SOLE   1,400 0 0
Welltower Inc Common 95040Q104 169 3,100 SH   SOLE   3,100 0 0
Welltower Inc Preferred 95040Q203 1,117 20,000 SH   SOLE   20,000 0 0
Wintrust Financial Corporation Common 97650W108 19,837 230,523 SH   SOLE   230,523 0 0
Xcel Energy, Inc. Common 98389B100 4,093 90,000 SH   SOLE   90,000 0 0
Xylem Inc Common 98419M100 192 2,500 SH   SOLE   2,500 0 0
Medtronic PLC Common G5960L103 2,006 25,000 SH   SOLE   25,000 0 0