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   6,722,248 23,720 SH   SOLE   1,475 0 22,245
AMERICAN ELEC PWR CO INC COM 025537101   2,472,030 32,864 SH   SOLE   4,115 0 28,749
AMGEN INC COM 031162100   7,312,153 27,207 SH   SOLE   1,063 0 26,144
ANALOG DEVICES INC COM 032654105   2,952,893 16,865 SH   SOLE   680 0 16,185
APPLE INC COM 037833100   1,432,343 8,366 SH   SOLE   0 0 8,366
APPLIED MATLS INC COM 038222105   3,606,623 26,050 SH   SOLE   1,650 0 24,400
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   3,225,138 37,445 SH   SOLE   3,360 0 34,085
CISCO SYS INC COM 17275R102   2,503,334 46,565 SH   SOLE   6,930 0 39,635
CORNING INC COM 219350105   3,377,904 110,860 SH   SOLE   10,770 0 100,090
CVS HEALTH CORP COM 126650100   5,278,392 75,600 SH   SOLE   4,810 0 70,790
DEERE & CO COM 244199105   9,100,519 24,115 SH   SOLE   595 0 23,520
DUKE ENERGY CORP NEW COM NEW 26441C204   4,572,221 51,804 SH   SOLE   2,070 0 49,734
EATON CORP PLC SHS G29183103   10,624,543 49,815 SH   SOLE   1,710 0 48,105
GENERAL DYNAMICS CORP COM 369550108   6,551,761 29,650 SH   SOLE   1,500 0 28,150
ILLINOIS TOOL WKS INC COM 452308109   6,637,534 28,820 SH   SOLE   690 0 28,130
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,711,462 39,775 SH   SOLE   4,975 0 34,800
LOCKHEED MARTIN CORP COM 539830109   3,388,234 8,285 SH   SOLE   880 0 7,405
MCDONALDS CORP COM 580135101   6,696,645 25,420 SH   SOLE   600 0 24,820
MEDTRONIC PLC SHS G5960L103   3,651,341 46,597 SH   SOLE   3,850 0 42,747
MERCK & CO INC COM 58933Y105   7,150,907 69,460 SH   SOLE   4,340 0 65,120
MICROCHIP TECHNOLOGY INC. COM 595017104   2,513,600 32,205 SH   SOLE   1,730 0 30,475
MSC INDL DIRECT INC CL A 553530106   7,950,543 81,004 SH   SOLE   3,470 0 77,534
NORFOLK SOUTHN CORP COM 655844108   7,068,802 35,895 SH   SOLE   1,155 0 34,740
OMNICOM GROUP INC COM 681919106   5,031,496 67,555 SH   SOLE   2,620 0 64,935
PACCAR INC COM 693718108   6,643,123 78,136 SH   SOLE   3,960 0 74,176
PEPSICO INC COM 713448108   1,558,848 9,200 SH   SOLE   440 0 8,760
PFIZER INC COM 717081103   4,946,808 149,135 SH   SOLE   5,820 0 143,315
RTX CORPORATION COM 75513E101   707,681 9,833 SH   SOLE   2,566 0 7,267
SPDR S&P 500 ETF TR TR UNIT 78462F103   275,725 645 SH   SOLE   0 0 645
STAG INDL INC COM 85254J102   2,081,298 60,310 SH   SOLE   8,320 0 51,990
UNITED PARCEL SERVICE INC CL B 911312106   6,170,114 39,585 SH   SOLE   1,390 0 38,195
US BANCORP DEL COM NEW 902973304   3,899,923 117,965 SH   SOLE   8,380 0 109,585