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 2,898 101,660 SH   SOLE   101,660 0 0
Abbott Laboratories Common 002824100 16,325 150,000 SH   SOLE   150,000 0 0
Abbvie, Inc Common 00287Y109 299 3,408 SH   SOLE   3,408 0 0
Alliant Energy Corporation Common 018802108 4,132 80,000 SH   SOLE   80,000 0 0
American Electric Power Preferred 025537127 1,453 30,000 SH   SOLE   30,000 0 0
AMERISOURCEBERGEN CORP Common 03073E105 582 6,000 SH   SOLE   6,000 0 0
ANALOG DEVICES INC Common 032654105 108 928 SH   SOLE   928 0 0
ANTHEM INC Common 036752103 806 3,000 SH   SOLE   3,000 0 0
Bank of America Corporation Common 060505104 3,373 140,000 SH   SOLE   140,000 0 0
BANK AMER CORP Preferred 060505682 2,083 1,400 SH   SOLE   1,400 0 0
BECTON DICKINSON & CO Common 075887109 465 2,000 SH   SOLE   2,000 0 0
BED BATH & BEYOND INC Common 075896100 90 6,000 SH   SOLE   6,000 0 0
BLACK KNIGHT INC Common 09215C105 593 6,807 SH   SOLE   6,807 0 0
BRIGHTHOUSE FINL INC Common 10922N103 4 163 SH   SOLE   163 0 0
CIGNA CORP NEW Common 125523100 165 973 SH   SOLE   973 0 0
CAMPBELL SOUP CO Common 134429109 484 10,000 SH   SOLE   10,000 0 0
CANNAE HLDGS INC Common 13765N107 276 7,399 SH   SOLE   7,399 0 0
CARRIER GLOBAL CORPORATION Common 14448C104 199 6,500 SH   SOLE   6,500 0 0
CHEVRON CORP NEW Common 166764100 360 5,000 SH   SOLE   5,000 0 0
Cincinnati Financial Corporation Common 172062101 12,243 157,018 SH   SOLE   157,018 0 0
COCA COLA CO Common 191216100 395 8,000 SH   SOLE   8,000 0 0
COLGATE PALMOLIVE CO Common 194162103 617 8,000 SH   SOLE   8,000 0 0
ConocoPhillips Common 20825C104 330 10,059 SH   SOLE   10,059 0 0
CONSOLIDATED EDISON INC Common 209115104 117 1,500 SH   SOLE   1,500 0 0
CORTEVA INC Common 22052L104 1,633 56,666 SH   SOLE   56,666 0 0
Covanta Holding Corporation Common 22282E102 0 32 SH   SOLE   32 0 0
Cummins Inc Common 231021106 4,646 22,000 SH   SOLE   22,000 0 0
DTE ENERGY CO Common 233331107 920 8,000 SH   SOLE   8,000 0 0
DTE Energy Company Preferred 233331842 364 8,000 SH   SOLE   8,000 0 0
DANAHER CORP DEL Common 235851102 799 3,710 SH   SOLE   3,710 0 0
Deere & Company Common 244199105 4,433 20,000 SH   SOLE   20,000 0 0
DOLLAR TREE INC Common 256746108 548 6,000 SH   SOLE   6,000 0 0
DOW INC Common 260557103 2,666 56,666 SH   SOLE   56,666 0 0
Duke Energy Corporation Common 26441C204 5,850 66,056 SH   SOLE   66,056 0 0
DUPONT DE NEMOURS INC Common 26614N102 3,144 56,666 SH   SOLE   56,666 0 0
Emerson Electric Co Common 291011104 826 12,600 SH   SOLE   12,600 0 0
ENBRIDGE INC Common 29250N105 2,129 72,910 SH   SOLE   72,910 0 0
ENVISTA HLDGS CORP Common 29415F104 40 1,617 SH   SOLE   1,617 0 0
Essex Property Trust Inc Common 297178105 1,074 5,347 SH   SOLE   5,347 0 0
Exxon Mobil Corporation Common 30231G102 1,373 40,000 SH   SOLE   40,000 0 0
Fidelity National Information Common 31620M106 1,436 9,758 SH   SOLE   9,758 0 0
Fidelity FNF Group Common 31620R303 695 22,201 SH   SOLE   22,201 0 0
Fortive Corporation Common 34959J108 152 2,000 SH   SOLE   2,000 0 0
Freeport-McMoRan Inc Common 35671D857 156 10,000 SH   SOLE   10,000 0 0
GALLAGHER ARTHUR J & CO Common 363576109 1,090 10,321 SH   SOLE   10,321 0 0
GENERAL DYNAMICS CORP Common 369550108 692 5,000 SH   SOLE   5,000 0 0
General Electric Company Common 369604103 1,713 275,000 SH   SOLE   275,000 0 0
General Motors Company Common 37045V100 62 2,081 SH   SOLE   2,081 0 0
GILDAN ACTIVEWEAR INC Common 375916103 59 3,000 SH   SOLE   3,000 0 0
Halliburton Company Common 406216101 72 6,000 SH   SOLE   6,000 0 0
Honeywell International Inc Common 438516106 6,255 38,000 SH   SOLE   38,000 0 0
ITT INC Common 45073V108 74 1,250 SH   SOLE   1,250 0 0
ILLUMINA INC Common 452327109 66 212 SH   SOLE   212 0 0
Intel Corporation Common 458140100 2,071 40,000 SH   SOLE   40,000 0 0
INTERNATIONAL BUSINESS MACHS Common 459200101 2,190 18,000 SH   SOLE   18,000 0 0
J. Alexander's Holdings, Inc. Common 46609J106 7 1,277 SH   SOLE   1,277 0 0
JPMorgan Chase & Co Common 46625H100 5,558 57,736 SH   SOLE   57,736 0 0
JACOBS ENGR GROUP INC DEL Common 469814107 93 1,000 SH   SOLE   1,000 0 0
Johnson & Johnson Common 478160104 6,271 42,123 SH   SOLE   42,123 0 0
KONTOOR BRANDS INC Common 50050N103 41 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 963 5,117 SH   SOLE   5,117 0 0
Lam Research Corporation Common 512807108 1,866 5,625 SH   SOLE   5,625 0 0
LOWES COS INC Common 548661107 2,820 17,000 SH   SOLE   17,000 0 0
MCCORMICK & CO INC Common 579780206 388 2,000 SH   SOLE   2,000 0 0
MCDONALDS CORP Common 580135101 1,097 5,000 SH   SOLE   5,000 0 0
Merck & Co Inc Common 58933Y105 478 5,767 SH   SOLE   5,767 0 0
METLIFE INC Common 59156R108 67 1,800 SH   SOLE   1,800 0 0
Microsoft Corporation Common 594918104 3,155 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 82 1,000 SH   SOLE   1,000 0 0
Newell Brands Common 651229106 785 45,766 SH   SOLE   45,766 0 0
NIKE INC Common 654106103 1,506 12,000 SH   SOLE   12,000 0 0
Old Republic International Cor Common 680223104 4,860 329,690 SH   SOLE   329,690 0 0
ORACLE CORP Common 68389X105 418 7,000 SH   SOLE   7,000 0 0
OTIS WORLDWIDE CORP Common 68902V107 203 3,250 SH   SOLE   3,250 0 0
PepsiCo Inc Common 713448108 3,188 23,000 SH   SOLE   23,000 0 0
Pfizer Inc Common 717081103 1,468 40,000 SH   SOLE   40,000 0 0
Phillips 66 Common 718546104 261 5,029 SH   SOLE   5,029 0 0
Piper Sandler Companies Common 724078100 564 7,722 SH   SOLE   7,722 0 0
PLAINS ALL AMER PIPELINE LP Common 726503105 36 6,000 SH   SOLE   6,000 0 0
Procter & Gamble Company Common 742718109 10,563 76,000 SH   SOLE   76,000 0 0
RAYTHEON TECHNOLOGIES Common 75513E101 374 6,500 SH   SOLE   6,500 0 0
RESIDEO TECHNOLOGIES INC Common 76118Y104 70 6,333 SH   SOLE   6,333 0 0
Royal Dutch Shell ADR Common 780259206 1,158 46,000 SH   SOLE   46,000 0 0
Schlumberger Limited Common 806857108 560 36,000 SH   SOLE   36,000 0 0
SMUCKER J M CO Common 832696405 462 4,000 SH   SOLE   4,000 0 0
STRYKER CORP Common 863667101 1,250 6,000 SH   SOLE   6,000 0 0
TRACTOR SUPPLY CO Common 892356106 1,147 8,000 SH   SOLE   8,000 0 0
U S BANCORP DEL Common 902973304 18,594 518,675 SH   SOLE   518,675 0 0
UNION PAC CORP Common 907818108 984 5,000 SH   SOLE   5,000 0 0
Uniti Group Inc Common 91325V108 27 2,588 SH   SOLE   2,588 0 0
V F CORP Common 918204108 843 12,000 SH   SOLE   12,000 0 0
VAREX IMAGING CORP Common 92214X106 5 400 SH   SOLE   400 0 0
VARIAN MED SYS INC Common 92220P105 172 1,000 SH   SOLE   1,000 0 0
Vectrus Inc Common 92242T101 5 138 SH   SOLE   138 0 0
Verizon Communications Inc Common 92343V104 2,584 43,434 SH   SOLE   43,434 0 0
WABTEC CORP Common 929740108 91 1,477 SH   SOLE   1,477 0 0
Walmart Inc Common 931142103 490 3,500 SH   SOLE   3,500 0 0
Walgreens Boots Alliance Inc Common 931427108 359 10,000 SH   SOLE   10,000 0 0
WASTE MGMT INC DEL Common 94106L109 226 2,000 SH   SOLE   2,000 0 0
Wells Fargo & Company Common 949746101 4,822 205,086 SH   SOLE   205,086 0 0
WELLS FARGO CO Conv Perp Pfd Preferred 949746804 2,147 1,600 SH   SOLE   1,600 0 0
WELLTOWER INC Common 95040Q104 551 10,000 SH   SOLE   10,000 0 0
Wintrust Financial Corporation Common 97650W108 8,031 200,523 SH   SOLE   200,523 0 0
Xcel Energy, Inc. Common 98389B100 6,211 90,000 SH   SOLE   90,000 0 0
Xylem Inc Common 98419M100 210 2,500 SH   SOLE   2,500 0 0
AMCOR PLC Common G0250X107 1,770 160,140 SH   SOLE   160,140 0 0
Medtronic PLC Common G5960L103 2,598 25,000 SH   SOLE   25,000 0 0