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 77,671 521,700 SH   OTR 1 0 521,700 0
ABBOTT LABORATORIES ORD COMMON 002824100 136,966 1,157,200 SH   OTR 1 0 1,157,200 0
ABBVIE ORD COMMON 00287Y109 227,797 1,405,200 SH   OTR 1 0 1,405,200 0
ACCENTURE CL A ORD COMMON G1151C101 227,349 674,165 SH   OTR 1 0 674,165 0
AIR PRODUCTS AND CHEMICALS ORD COMMON 009158106 110,468 442,032 SH   OTR 1 0 442,032 0
AMERICAN TOWER REIT COMMON 03027X100 15,073 60,000 SH   OTR 1 0 60,000 0
ANALOG DEVICES ORD COMMON 032654105 93,263 564,614 SH   OTR 1 0 564,614 0
APPLE ORD COMMON 037833100 107,560 616,000 SH   OTR 1 0 616,000 0
AT&T ORD COMMON 00206R102 18,975 803,000 SH   OTR 1 0 803,000 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 41,196 181,050 SH   OTR 1 0 181,050 0
AVALONBAY COMMUNITIES REIT ORD COMMON 053484101 32,288 130,000 SH   OTR 1 0 130,000 0
BAXTER INTERNATIONAL ORD COMMON 071813109 37,840 488,000 SH   OTR 1 0 488,000 0
BLACKROCK ORD COMMON 09247X101 295,657 386,900 SH   OTR 1 0 386,900 0
BROADCOM ORD COMMON 11135F101 135,161 214,650 SH   OTR 1 0 214,650 0
CHENIERE ENERGY ORD COMMON 16411R208 4,394 31,694 SH   OTR 1 0 31,694 0
CHENIERE ENERGY PARTNERS UNT COMMON 16411Q101 1,120 19,876 SH   OTR 1 0 19,876 0
CHEVRON ORD COMMON 166764100 113,411 696,500 SH   OTR 1 0 696,500 0
CHUBB ORD COMMON H1467J104 84,221 393,738 SH   OTR 1 0 393,738 0
CISCO SYSTEMS ORD COMMON 17275R102 74,384 1,334,000 SH   OTR 1 0 1,334,000 0
CME GROUP CL A ORD COMMON 12572Q105 7,112 29,900 SH   OTR 1 0 29,900 0
COMCAST CL A ORD COMMON 20030N101 41,553 887,500 SH   OTR 1 0 887,500 0
CRESTWOOD EQUITY PARTNERS UNT COMMON 226344208 1,764 58,947 SH   OTR 1 0 58,947 0
CUMMINS ORD COMMON 231021106 124,379 606,400 SH   OTR 1 0 606,400 0
DCP MIDSTREAM UNT COMMON 23311P100 3,661 109,096 SH   OTR 1 0 109,096 0
DOVER ORD COMMON 260003108 57,862 368,780 SH   OTR 1 0 368,780 0
DT MIDSTREAM ORD COMMON 23345M107 231 4,266 SH   OTR 1 0 4,266 0
DUKE ENERGY ORD COMMON 26441C204 58,465 523,600 SH   OTR 1 0 523,600 0
ENBRIDGE ORD COMMON 29250N105 83,862 1,819,525 SH   OTR 1 0 1,819,525 0
ENERGY TRANSFER UNT COMMON 29273V100 5,130 458,421 SH   OTR 1 0 458,421 0
ENLINK MIDSTREAM COM UNT COMMON 29336T100 2,643 273,871 SH   OTR 1 0 273,871 0
ENTERPRISE PRODUCTS PARTNERS UNT COMMON 293792107 2,478 96,023 SH   OTR 1 0 96,023 0
ESTEE LAUDER CL A ORD COMMON 518439104 24,650 90,520 SH   OTR 1 0 90,520 0
EXXON MOBIL ORD COMMON 30231G102 106,558 1,290,200 SH   OTR 1 0 1,290,200 0
GENESIS ENERGY CL A UNT COMMON 371927104 1,126 96,195 SH   OTR 1 0 96,195 0
HASBRO ORD COMMON 418056107 85,768 1,046,968 SH   OTR 1 0 1,046,968 0
HESS MIDSTREAM CL A ORD COMMON 428103105 262 8,724 SH   OTR 1 0 8,724 0
HOME DEPOT ORD COMMON 437076102 67,782 226,446 SH   OTR 1 0 226,446 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 47,672 245,000 SH   OTR 1 0 245,000 0
INTERNATIONAL BUSINESS MACHINES ORD COMMON 459200101 42,751 328,800 SH   OTR 1 0 328,800 0
JOHNSON & JOHNSON ORD COMMON 478160104 188,927 1,066,000 SH   OTR 1 0 1,066,000 0
JPMORGAN CHASE ORD COMMON 46625H100 274,276 2,012,000 SH   OTR 1 0 2,012,000 0
KINDER MORGAN CL P ORD COMMON 49456B101 217 11,466 SH   OTR 1 0 11,466 0
KINETIK HOLDINGS CL A ORD COMMON 02215L209 144 2,215 SH   OTR 1 0 2,215 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 76,567 744,666 SH   OTR 1 0 744,666 0
MAGELLAN MIDSTREAM PARTNERS UNT COMMON 559080106 3,092 63,009 SH   OTR 1 0 63,009 0
MCDONALD'S ORD COMMON 580135101 96,192 389,000 SH   OTR 1 0 389,000 0
METROMILE ORD COMMON 591697107 11 8,290 SH   OTR 1 0 8,290 0
MICROSOFT ORD COMMON 594918104 396,672 1,286,600 SH   OTR 1 0 1,286,600 0
MONDELEZ INTERNATIONAL CL A ORD COMMON 609207105 54,587 869,500 SH   OTR 1 0 869,500 0
MPLX COM UNT COMMON 55336V100 4,826 145,463 SH   OTR 1 0 145,463 0
NEXTERA ENERGY PARTNERS UNT COMMON 65341B106 284 3,406 SH   OTR 1 0 3,406 0
NORFOLK SOUTHERN ORD COMMON 655844108 75,412 264,400 SH   OTR 1 0 264,400 0
NUSTAR ENERGY UNT COMMON 67058H102 1,260 87,385 SH   OTR 1 0 87,385 0
ONEOK ORD COMMON 682680103 2,439 34,535 SH   OTR 1 0 34,535 0
PEMBINA PIPELINE ORD COMMON 706327103 513 13,633 SH   OTR 1 0 13,633 0
PEPSICO ORD COMMON 713448108 207,635 1,240,500 SH   OTR 1 0 1,240,500 0
PFIZER ORD COMMON 717081103 180,249 3,481,725 SH   OTR 1 0 3,481,725 0
PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 22,774 242,435 SH   OTR 1 0 242,435 0
PINNACLE WEST ORD COMMON 723484101 23,183 296,838 SH   OTR 1 0 296,838 0
PLAINS ALL AMERICAN PIPELINE UNT COMMON 726503105 4,379 406,988 SH   OTR 1 0 406,988 0
PNC FINANCIAL SERVICES GROUP ORD COMMON 693475105 94,070 510,000 SH   OTR 1 0 510,000 0
PROCTER & GAMBLE ORD COMMON 742718109 157,003 1,027,504 SH   OTR 1 0 1,027,504 0
PROLOGIS REIT COMMON 74340W103 27,129 168,000 SH   OTR 1 0 168,000 0
QUALCOMM ORD COMMON 747525103 65,331 427,500 SH   OTR 1 0 427,500 0
RAYTHEON TECHNOLOGIES ORD COMMON 75513E101 101,538 1,024,916 SH   OTR 1 0 1,024,916 0
RPM ORD COMMON 749685103 84,152 1,033,303 SH   OTR 1 0 1,033,303 0
SNAP ON ORD COMMON 833034101 25,459 123,900 SH   OTR 1 0 123,900 0
TARGA RESOURCES ORD COMMON 87612G101 5,907 78,268 SH   OTR 1 0 78,268 0
TJX ORD COMMON 872540109 58,339 963,000 SH   OTR 1 0 963,000 0
UNITEDHEALTH GRP ORD COMMON 91324P102 112,235 220,081 SH   OTR 1 0 220,081 0
US BANCORP ORD COMMON 902973304 111,163 2,091,500 SH   OTR 1 0 2,091,500 0
VALERO ENERGY ORD COMMON 91913Y100 38,660 380,738 SH   OTR 1 0 380,738 0
VERIZON COMMUNICATIONS ORD COMMON 92343V104 20,646 405,301 SH   OTR 1 0 405,301 0
VF ORD COMMON 918204108 8,446 148,540 SH   OTR 1 0 148,540 0
VISTRA EQY WARRANT COMMON 92840M128 7 36,510 SH   OTR 1 0 36,510 0
WEC ENERGY GROUP ORD COMMON 92939U106 97,644 978,300 SH   OTR 1 0 978,300 0
WESTERN MIDSTREAM PARTNERS COM UNT COMMON 958669103 4,793 190,053 SH   OTR 1 0 190,053 0
WILLIAMS ORD COMMON 969457100 263 7,873 SH   OTR 1 0 7,873 0