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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR PRODS & CHEMS INC COM 009158106   7,146,786 23,860 SH   SOLE   1,475 0 22,385
AMERICAN ELEC PWR CO INC COM 025537101   2,778,937 33,004 SH   SOLE   4,115 0 28,889
AMGEN INC COM 031162100   6,203,683 27,942 SH   SOLE   1,063 0 26,879
ANALOG DEVICES INC COM 032654105   3,310,796 16,995 SH   SOLE   680 0 16,315
APPLE INC COM 037833100   1,638,271 8,446 SH   SOLE   0 0 8,446
APPLIED MATLS INC COM 038222105   3,953,169 27,350 SH   SOLE   1,650 0 25,700
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   3,457,456 36,645 SH   SOLE   3,360 0 33,285
CISCO SYS INC COM 17275R102   2,409,273 46,565 SH   SOLE   6,930 0 39,635
CORNING INC COM 219350105   3,098,237 88,420 SH   SOLE   10,770 0 77,650
CVS HEALTH CORP COM 126650100   5,216,550 75,460 SH   SOLE   4,810 0 70,650
DEERE & CO COM 244199105   10,030,478 24,755 SH   SOLE   595 0 24,160
DUKE ENERGY CORP NEW COM NEW 26441C204   4,675,813 52,104 SH   SOLE   2,070 0 50,034
EATON CORP PLC SHS G29183103   10,967,994 54,540 SH   SOLE   1,710 0 52,830
GENERAL DYNAMICS CORP COM 369550108   6,428,682 29,880 SH   SOLE   1,500 0 28,380
ILLINOIS TOOL WKS INC COM 452308109   7,287,161 29,130 SH   SOLE   690 0 28,440
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,062,575 25,915 SH   SOLE   4,975 0 20,940
LOCKHEED MARTIN CORP COM 539830109   3,828,060 8,315 SH   SOLE   880 0 7,435
MCDONALDS CORP COM 580135101   7,622,883 25,545 SH   SOLE   600 0 24,945
MEDTRONIC PLC SHS G5960L103   4,055,860 46,037 SH   SOLE   3,850 0 42,187
MERCK & CO INC COM 58933Y105   8,093,455 70,140 SH   SOLE   4,340 0 65,800
MICROCHIP TECHNOLOGY INC. COM 595017104   2,863,296 31,960 SH   SOLE   1,730 0 30,230
MSC INDL DIRECT INC CL A 553530106   7,764,748 81,494 SH   SOLE   3,470 0 78,024
NORFOLK SOUTHN CORP COM 655844108   8,175,832 36,055 SH   SOLE   1,155 0 34,900
OMNICOM GROUP INC COM 681919106   6,387,895 67,135 SH   SOLE   2,620 0 64,515
PACCAR INC COM 693718108   6,804,760 81,348 SH   SOLE   3,960 0 77,388
PEPSICO INC COM 713448108   1,713,285 9,250 SH   SOLE   440 0 8,810
PFIZER INC COM 717081103   5,438,360 148,265 SH   SOLE   5,820 0 142,445
RAYTHEON TECHNOLOGIES CORP COM 75513E101   963,241 9,833 SH   SOLE   2,566 0 7,267
STAG INDL INC COM 85254J102   2,180,069 60,760 SH   SOLE   8,320 0 52,440
UNITED PARCEL SERVICE INC CL B 911312106   7,098,300 39,600 SH   SOLE   1,390 0 38,210
US BANCORP DEL COM NEW 902973304   3,885,669 117,605 SH   SOLE   8,380 0 109,225