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 3,407 101,660 SH   SOLE   101,660 0 0
Abbott Laboratories Common 002824100 18,082 215,000 SH   SOLE   215,000 0 0
Abbvie, Inc Common 00287Y109 248 3,408 SH   SOLE   3,408 0 0
ADVANSIX INC Common 00773T101 37 1,520 SH   SOLE   1,520 0 0
Agilysys Inc Common 00847J105 2,698 125,687 SH   SOLE   125,687 0 0
Alliant Energy Corporation Common 018802108 3,926 80,000 SH   SOLE   80,000 0 0
American Electric Power Preferred 025537127 531 10,000 SH   SOLE   10,000 0 0
AMERISOURCEBERGEN CORP Common 03073E105 512 6,000 SH   SOLE   6,000 0 0
Analog Devices Inc Common 032654105 105 928 SH   SOLE   928 0 0
ANTHEM INC Common 036752103 847 3,000 SH   SOLE   3,000 0 0
BCE Inc Common 05534B760 674 14,823 SH   SOLE   14,823 0 0
Bank of America Corporation Common 060505104 4,060 140,000 SH   SOLE   140,000 0 0
BANK AMER CORP Preferred 060505682 1,919 1,400 SH   SOLE   1,400 0 0
BECTON DICKINSON & CO Common 075887109 504 2,000 SH   SOLE   2,000 0 0
BED BATH & BEYOND INC Common 075896100 70 6,000 SH   SOLE   6,000 0 0
BLACK KNIGHT INC Common 09215C105 409 6,807 SH   SOLE   6,807 0 0
Boeing Company Common 097023105 27,301 75,000 SH   SOLE   75,000 0 0
Brighthouse Finl Inc Common 10922N103 6 163 SH   SOLE   163 0 0
CIGNA CORP NEW Common 125523100 153 973 SH   SOLE   973 0 0
CAMPBELL SOUP CO Common 134429109 401 10,000 SH   SOLE   10,000 0 0
CANNAE HLDGS INC Common 13765N107 214 7,399 SH   SOLE   7,399 0 0
CHEVRON CORP NEW Common 166764100 622 5,000 SH   SOLE   5,000 0 0
Cincinnati Financial Corp Common 172062101 33,203 320,276 SH   SOLE   320,276 0 0
COCA COLA CO Common 191216100 407 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 614 10,059 SH   SOLE   10,059 0 0
CONSOLIDATED EDISON INC Common 209115104 132 1,500 SH   SOLE   1,500 0 0
CORTEVA INC Common 22052L104 1,676 56,666 SH   SOLE   56,666 0 0
Covanta Holding Corporation Common 22282E102 1 32 SH   SOLE   32 0 0
Cummins Inc Common 231021106 3,769 22,000 SH   SOLE   22,000 0 0
DANAHER CORP DEL Common 235851102 572 4,000 SH   SOLE   4,000 0 0
Dean Foods Company Common 242370203 4 4,000 SH   SOLE   4,000 0 0
Deere & Company Common 244199105 3,314 20,000 SH   SOLE   20,000 0 0
DOLLAR TREE INC Common 256746108 644 6,000 SH   SOLE   6,000 0 0
Dominion Energy Inc Common 25746U109 387 5,000 SH   SOLE   5,000 0 0
DOW INC Common 260557103 2,794 56,666 SH   SOLE   56,666 0 0
Duke Energy Corporation Common 26441C204 5,829 66,056 SH   SOLE   66,056 0 0
DUPONT DE NEMOURS INC Common 26614N102 4,254 56,666 SH   SOLE   56,666 0 0
Emerson Electric Co Common 291011104 841 12,600 SH   SOLE   12,600 0 0
Enbridge Inc Common 29250N105 2,631 72,910 SH   SOLE   72,910 0 0
Essex Property Trust Inc Common 297178105 1,561 5,347 SH   SOLE   5,347 0 0
Exxon Mobil Corporation Common 30231G102 3,065 40,000 SH   SOLE   40,000 0 0
FACTSET RESH SYS INC Common 303075105 860 3,000 SH   SOLE   3,000 0 0
Fidelity National Information Common 31620M106 1,197 9,758 SH   SOLE   9,758 0 0
Fidelity FNF Group Common 31620R303 895 22,201 SH   SOLE   22,201 0 0
Fortive Corporation Common 34959J108 163 2,000 SH   SOLE   2,000 0 0
Freeport-McMoRan Inc Common 35671D857 116 10,000 SH   SOLE   10,000 0 0
Frontier Communications Corp Common 35906A306 1 658 SH   SOLE   658 0 0
Arthur J Gallagher & Co Common 363576109 904 10,321 SH   SOLE   10,321 0 0
GARRETT MOTION INC Common 366505105 58 3,800 SH   SOLE   3,800 0 0
GENERAL DYNAMICS CORP Common 369550108 909 5,000 SH   SOLE   5,000 0 0
General Electric Company Common 369604103 2,888 275,000 SH   SOLE   275,000 0 0
General Motors Company Common 37045V100 80 2,081 SH   SOLE   2,081 0 0
GILDAN ACTIVEWEAR INC Common 375916103 116 3,000 SH   SOLE   3,000 0 0
Halliburton Company Common 406216101 136 6,000 SH   SOLE   6,000 0 0
Harris Corporation Common 413875105 48 256 SH   SOLE   256 0 0
Honeywell International Inc Common 438516106 6,635 38,000 SH   SOLE   38,000 0 0
ITT INC Common 45073V108 82 1,250 SH   SOLE   1,250 0 0
ILLUMINA INC Common 452327109 78 212 SH   SOLE   212 0 0
Intel Corporation Common 458140100 1,915 40,000 SH   SOLE   40,000 0 0
INTERNATIONAL BUSINESS MACHS Common 459200101 414 3,000 SH   SOLE   3,000 0 0
J Alexanders Holdings Inc Common 46609J106 14 1,277 SH   SOLE   1,277 0 0
JPMorgan Chase & Co Common 46625H100 6,455 57,736 SH   SOLE   57,736 0 0
JACOBS ENGR GROUP INC DEL Common 469814107 84 1,000 SH   SOLE   1,000 0 0
Johnson & Johnson Common 478160104 5,293 38,000 SH   SOLE   38,000 0 0
KONTOOR BRANDS INC Common 50050N103 48 1,714 SH   SOLE   1,714 0 0
Lam Research Corporation Common 512807108 1,250 6,656 SH   SOLE   6,656 0 0
LOWES COS INC Common 548661107 1,715 17,000 SH   SOLE   17,000 0 0
MCCORMICK & CO INC Common 579780206 310 2,000 SH   SOLE   2,000 0 0
MCDONALDS CORP Common 580135101 1,038 5,000 SH   SOLE   5,000 0 0
Merck & Co Inc Common 58933Y105 484 5,767 SH   SOLE   5,767 0 0
METLIFE INC Common 59156R108 89 1,800 SH   SOLE   1,800 0 0
Microsoft Corporation Common 594918104 2,009 15,000 SH   SOLE   15,000 0 0
NRG ENERGY INC Common 629377508 38 1,073 SH   SOLE   1,073 0 0
NATIONAL PRESTO INDS INC Common 637215104 93 1,000 SH   SOLE   1,000 0 0
Newell Brands Common 651229106 706 45,766 SH   SOLE   45,766 0 0
NIKE INC Common 654106103 1,007 12,000 SH   SOLE   12,000 0 0
Old Republic International Cor Common 680223104 7,446 332,690 SH   SOLE   332,690 0 0
OMNICOM GROUP INC Common 681919106 246 3,000 SH   SOLE   3,000 0 0
ORACLE CORP Common 68389X105 399 7,000 SH   SOLE   7,000 0 0
PepsiCo Inc Common 713448108 3,016 23,000 SH   SOLE   23,000 0 0
Pfizer Inc Common 717081103 1,733 40,000 SH   SOLE   40,000 0 0
Phillips 66 Common 718546104 470 5,029 SH   SOLE   5,029 0 0
Piper Jaffray Cos Common 724078100 574 7,722 SH   SOLE   7,722 0 0
PLAINS ALL AMER PIPELINE LP Common 726503105 146 6,000 SH   SOLE   6,000 0 0
Procter & Gamble Company Common 742718109 8,333 76,000 SH   SOLE   76,000 0 0
QCR Holdings Inc Common 74727A104 3,947 113,181 SH   SOLE   113,181 0 0
RPM INTL INC Common 749685103 206 3,371 SH   SOLE   3,371 0 0
RESIDEO TECHNOLOGIES INC Common 76118Y104 139 6,333 SH   SOLE   6,333 0 0
Royal Dutch Shell ADR Common 780259206 2,993 46,000 SH   SOLE   46,000 0 0
Schlumberger Limited Common 806857108 1,431 36,000 SH   SOLE   36,000 0 0
SMUCKER J M CO Common 832696405 461 4,000 SH   SOLE   4,000 0 0
SOUTHWEST AIRLS CO Common 844741108 381 7,500 SH   SOLE   7,500 0 0
STRYKER CORP Common 863667101 1,233 6,000 SH   SOLE   6,000 0 0
TEXAS INSTRS INC Common 882508104 574 5,000 SH   SOLE   5,000 0 0
TRACTOR SUPPLY CO Common 892356106 870 8,000 SH   SOLE   8,000 0 0
Treehouse Foods Inc Common 89469A104 522 9,652 SH   SOLE   9,652 0 0
U S Bancorp Common 902973304 27,179 518,675 SH   SOLE   518,675 0 0
UNION PAC CORP Common 907818108 846 5,000 SH   SOLE   5,000 0 0
United Technologies Corp Common 913017109 911 7,000 SH   SOLE   7,000 0 0
Uniti Group Inc Common 91325V108 25 2,588 SH   SOLE   2,588 0 0
V F CORP Common 918204108 1,048 12,000 SH   SOLE   12,000 0 0
Varex Imaging Corp Common 92214X106 12 400 SH   SOLE   400 0 0
VARIAN MED SYS INC Common 92220P105 136 1,000 SH   SOLE   1,000 0 0
Vectrus Inc Common 92242T101 6 138 SH   SOLE   138 0 0
Verizon Communications Inc Common 92343V104 2,481 43,434 SH   SOLE   43,434 0 0
WABTEC CORP Common 929740108 106 1,477 SH   SOLE   1,477 0 0
Walmart Inc Common 931142103 387 3,500 SH   SOLE   3,500 0 0
Walgreens Boots Alliance Inc Common 931427108 547 10,000 SH   SOLE   10,000 0 0
WASTE MGMT INC DEL Common 94106L109 231 2,000 SH   SOLE   2,000 0 0
Wells Fargo & Company Common 949746101 12,071 255,086 SH   SOLE   255,086 0 0
Wachovia Corp Ser L Conv Perp Pfd Preferred 949746804 1,912 1,400 SH   SOLE   1,400 0 0
Welltower Inc Common 95040Q104 1,304 16,000 SH   SOLE   16,000 0 0
Wintrust Financial Corporation Common 97650W108 16,865 230,523 SH   SOLE   230,523 0 0
Xcel Energy, Inc. Common 98389B100 5,354 90,000 SH   SOLE   90,000 0 0
Xylem Inc Common 98419M100 209 2,500 SH   SOLE   2,500 0 0
AMCOR PLC Common G0250X107 1,840 160,140 SH   SOLE   160,140 0 0
Medtronic PLC Common G5960L103 2,435 25,000 SH   SOLE   25,000 0 0