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 3,073 101,660 SH   SOLE   101,660 0 0
Abbott Laboratories Common 002824100 19,657 215,000 SH   SOLE   215,000 0 0
Abbvie, Inc Common 00287Y109 335 3,408 SH   SOLE   3,408 0 0
ADVANSIX INC Common 00773T101 18 1,520 SH   SOLE   1,520 0 0
Agilysys Inc Common 00847J105 2,255 125,687 SH   SOLE   125,687 0 0
Alliant Energy Corporation Common 018802108 3,827 80,000 SH   SOLE   80,000 0 0
American Electric Power Preferred 025537127 1,459 30,000 SH   SOLE   30,000 0 0
AMERISOURCEBERGEN CORP Common 03073E105 605 6,000 SH   SOLE   6,000 0 0
Analog Devices Inc Common 032654105 114 928 SH   SOLE   928 0 0
ANTHEM INC Common 036752103 789 3,000 SH   SOLE   3,000 0 0
Bank of America Corporation Common 060505104 3,325 140,000 SH   SOLE   140,000 0 0
BANK AMER CORP Preferred 060505682 1,879 1,400 SH   SOLE   1,400 0 0
BECTON DICKINSON & CO Common 075887109 479 2,000 SH   SOLE   2,000 0 0
BED BATH & BEYOND INC Common 075896100 64 6,000 SH   SOLE   6,000 0 0
BLACK KNIGHT INC Common 09215C105 494 6,807 SH   SOLE   6,807 0 0
Boeing Company Common 097023105 3,666 20,000 SH   SOLE   20,000 0 0
Brighthouse Finl Inc Common 10922N103 5 163 SH   SOLE   163 0 0
CIGNA CORP NEW Common 125523100 183 973 SH   SOLE   973 0 0
CAMPBELL SOUP CO Common 134429109 496 10,000 SH   SOLE   10,000 0 0
CANNAE HLDGS INC Common 13765N107 304 7,399 SH   SOLE   7,399 0 0
CARRIER GLOBAL CORPORATION Common 14448C104 144 6,500 SH   SOLE   6,500 0 0
CHEVRON CORP NEW Common 166764100 446 5,000 SH   SOLE   5,000 0 0
Cincinnati Financial Corp Common 172062101 16,057 250,776 SH   SOLE   250,776 0 0
COCA COLA CO Common 191216100 357 8,000 SH   SOLE   8,000 0 0
COLGATE PALMOLIVE CO Common 194162103 586 8,000 SH   SOLE   8,000 0 0
ConocoPhillips Common 20825C104 423 10,059 SH   SOLE   10,059 0 0
CONSOLIDATED EDISON INC Common 209115104 108 1,500 SH   SOLE   1,500 0 0
CORTEVA INC Common 22052L104 1,518 56,666 SH   SOLE   56,666 0 0
Covanta Holding Corporation Common 22282E102 0 32 SH   SOLE   32 0 0
Cummins Inc Common 231021106 3,812 22,000 SH   SOLE   22,000 0 0
DTE ENERGY CO Common 233331107 860 8,000 SH   SOLE   8,000 0 0
DTE Energy Company Preferred 233331842 339 8,000 SH   SOLE   8,000 0 0
DANAHER CORP DEL Common 235851102 656 3,710 SH   SOLE   3,710 0 0
Deere & Company Common 244199105 3,143 20,000 SH   SOLE   20,000 0 0
DOLLAR TREE INC Common 256746108 556 6,000 SH   SOLE   6,000 0 0
DOW INC Common 260557103 2,310 56,666 SH   SOLE   56,666 0 0
Duke Energy Corporation Common 26441C204 5,277 66,056 SH   SOLE   66,056 0 0
DUPONT DE NEMOURS INC Common 26614N102 3,011 56,666 SH   SOLE   56,666 0 0
Emerson Electric Co Common 291011104 782 12,600 SH   SOLE   12,600 0 0
Enbridge Inc Common 29250N105 2,218 72,910 SH   SOLE   72,910 0 0
ENVISTA HLDGS CORP Common 29415F104 34 1,617 SH   SOLE   1,617 0 0
Essex Property Trust Inc Common 297178105 1,225 5,347 SH   SOLE   5,347 0 0
Exxon Mobil Corporation Common 30231G102 1,789 40,000 SH   SOLE   40,000 0 0
Fidelity National Information Common 31620M106 1,308 9,758 SH   SOLE   9,758 0 0
Fidelity FNF Group Common 31620R303 681 22,201 SH   SOLE   22,201 0 0
Fortive Corporation Common 34959J108 135 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 0 658 SH   SOLE   658 0 0
Arthur J Gallagher & Co Common 363576109 1,006 10,321 SH   SOLE   10,321 0 0
GARRETT MOTION INC Common 366505105 21 3,800 SH   SOLE   3,800 0 0
GENERAL DYNAMICS CORP Common 369550108 747 5,000 SH   SOLE   5,000 0 0
General Electric Company Common 369604103 1,878 275,000 SH   SOLE   275,000 0 0
General Motors Company Common 37045V100 53 2,081 SH   SOLE   2,081 0 0
GILDAN ACTIVEWEAR INC Common 375916103 46 3,000 SH   SOLE   3,000 0 0
Halliburton Company Common 406216101 78 6,000 SH   SOLE   6,000 0 0
Honeywell International Inc Common 438516106 5,494 38,000 SH   SOLE   38,000 0 0
ITT INC Common 45073V108 73 1,250 SH   SOLE   1,250 0 0
ILLUMINA INC Common 452327109 79 212 SH   SOLE   212 0 0
Intel Corporation Common 458140100 2,393 40,000 SH   SOLE   40,000 0 0
INTERNATIONAL BUSINESS MACHS Common 459200101 362 3,000 SH   SOLE   3,000 0 0
J Alexanders Holdings Inc Common 46609J106 6 1,277 SH   SOLE   1,277 0 0
JPMorgan Chase & Co Common 46625H100 5,431 57,736 SH   SOLE   57,736 0 0
JACOBS ENGR GROUP INC DEL Common 469814107 85 1,000 SH   SOLE   1,000 0 0
Johnson & Johnson Common 478160104 5,344 38,000 SH   SOLE   38,000 0 0
KONTOOR BRANDS INC Common 50050N103 31 1,714 SH   SOLE   1,714 0 0
L3HARRIS TECHNOLOGIES INC Common 502431109 43 256 SH   SOLE   256 0 0
Laboratory Corp of America Holding Common 50540R409 850 5,117 SH   SOLE   5,117 0 0
Lam Research Corporation Common 512807108 1,819 5,625 SH   SOLE   5,625 0 0
LOWES COS INC Common 548661107 2,297 17,000 SH   SOLE   17,000 0 0
MCCORMICK & CO INC Common 579780206 359 2,000 SH   SOLE   2,000 0 0
MCDONALDS CORP Common 580135101 922 5,000 SH   SOLE   5,000 0 0
Merck & Co Inc Common 58933Y105 446 5,767 SH   SOLE   5,767 0 0
METLIFE INC Common 59156R108 66 1,800 SH   SOLE   1,800 0 0
Microsoft Corporation Common 594918104 3,053 15,000 SH   SOLE   15,000 0 0
NRG ENERGY INC Common 629377508 35 1,073 SH   SOLE   1,073 0 0
NATIONAL PRESTO INDS INC Common 637215104 87 1,000 SH   SOLE   1,000 0 0
Newell Brands Common 651229106 727 45,766 SH   SOLE   45,766 0 0
NIKE INC Common 654106103 1,177 12,000 SH   SOLE   12,000 0 0
Old Republic International Cor Common 680223104 5,377 329,690 SH   SOLE   329,690 0 0
ORACLE CORP Common 68389X105 387 7,000 SH   SOLE   7,000 0 0
OTIS WORLDWIDE CORP Common 68902V107 185 3,250 SH   SOLE   3,250 0 0
PepsiCo Inc Common 713448108 3,042 23,000 SH   SOLE   23,000 0 0
Pfizer Inc Common 717081103 1,308 40,000 SH   SOLE   40,000 0 0
Phillips 66 Common 718546104 362 5,029 SH   SOLE   5,029 0 0
Piper Jaffray Cos Common 724078100 457 7,722 SH   SOLE   7,722 0 0
PLAINS ALL AMER PIPELINE LP Common 726503105 53 6,000 SH   SOLE   6,000 0 0
Procter & Gamble Company Common 742718109 9,087 76,000 SH   SOLE   76,000 0 0
QCR Holdings Inc Common 74727A104 3,529 113,181 SH   SOLE   113,181 0 0
RAYTHEON TECHNOLOGIES Common 75513E101 401 6,500 SH   SOLE   6,500 0 0
RESIDEO TECHNOLOGIES INC Common 76118Y104 74 6,333 SH   SOLE   6,333 0 0
Royal Dutch Shell ADR Common 780259206 1,504 46,000 SH   SOLE   46,000 0 0
Schlumberger Limited Common 806857108 662 36,000 SH   SOLE   36,000 0 0
SMUCKER J M CO Common 832696405 423 4,000 SH   SOLE   4,000 0 0
STRYKER CORP Common 863667101 1,081 6,000 SH   SOLE   6,000 0 0
TRACTOR SUPPLY CO Common 892356106 1,054 8,000 SH   SOLE   8,000 0 0
Treehouse Foods Inc Common 89469A104 423 9,652 SH   SOLE   9,652 0 0
U S Bancorp Common 902973304 19,098 518,675 SH   SOLE   518,675 0 0
UNION PAC CORP Common 907818108 845 5,000 SH   SOLE   5,000 0 0
Uniti Group Inc Common 91325V108 24 2,588 SH   SOLE   2,588 0 0
V F CORP Common 918204108 731 12,000 SH   SOLE   12,000 0 0
Varex Imaging Corp Common 92214X106 6 400 SH   SOLE   400 0 0
VARIAN MED SYS INC Common 92220P105 123 1,000 SH   SOLE   1,000 0 0
Vectrus Inc Common 92242T101 7 138 SH   SOLE   138 0 0
Verizon Communications Inc Common 92343V104 2,395 43,434 SH   SOLE   43,434 0 0
WABTEC CORP Common 929740108 85 1,477 SH   SOLE   1,477 0 0
Walmart Inc Common 931142103 419 3,500 SH   SOLE   3,500 0 0
Walgreens Boots Alliance Inc Common 931427108 424 10,000 SH   SOLE   10,000 0 0
WASTE MGMT INC DEL Common 94106L109 212 2,000 SH   SOLE   2,000 0 0
Wells Fargo & Company Common 949746101 6,530 255,086 SH   SOLE   255,086 0 0
Wachovia Corp Ser L Conv Perp Pfd Preferred 949746804 1,815 1,400 SH   SOLE   1,400 0 0
Welltower Inc Common 95040Q104 518 10,000 SH   SOLE   10,000 0 0
Wintrust Financial Corporation Common 97650W108 8,747 200,523 SH   SOLE   200,523 0 0
Xcel Energy, Inc. Common 98389B100 5,625 90,000 SH   SOLE   90,000 0 0
Xylem Inc Common 98419M100 162 2,500 SH   SOLE   2,500 0 0
AMCOR PLC Common G0250X107 1,635 160,140 SH   SOLE   160,140 0 0
Medtronic PLC Common G5960L103 2,292 25,000 SH   SOLE   25,000 0 0