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
FLUOR CORP NEW COM 343412102 7,172 213,000 SH   SOLE   213,000 0 0
YUM CHINA HLDGS INC COM 98850P109 2,742 59,400 SH   SOLE   59,400 0 0
ALPHABET INC CAP STK CL A 02079K305 9,224 8,525 SH   SOLE   8,525 0 0
INVESCO LTD SHS G491BT108 8,271 404,237 SH   SOLE   404,237 0 0
CISCO SYS INC COM 17275R102 6,281 115,000 SH   SOLE   115,000 0 0
MICROSOFT CORP COM 594918104 24,039 179,500 SH   SOLE   179,500 0 0
CITIGROUP INC COM NEW 172967424 17,596 251,484 SH   SOLE   251,484 0 0
YUM BRANDS INC COM 988498101 6,200 56,100 SH   SOLE   56,100 0 0
3M CO COM 88579Y101 13,882 80,100 SH   SOLE   80,100 0 0
CATERPILLAR INC DEL COM 149123101 16,392 120,250 SH   SOLE   120,250 0 0
JPMORGAN CHASE & CO COM 46625H100 17,124 153,207 SH   SOLE   153,207 0 0
MARSH & MCLENNAN COS INC COM 571748102 8,613 86,426 SH   SOLE   86,426 0 0
BOEING CO COM 097023105 13,234 36,350 SH   SOLE   36,350 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,483 100,326 SH   SOLE   100,326 0 0
CHEVRON CORP NEW COM 166764100 13,410 107,864 SH   SOLE   107,864 0 0
EXXON MOBIL CORP COM 30231G102 11,375 148,480 SH   SOLE   148,480 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,377 52,443 SH   SOLE   52,443 0 0
UNITED TECHNOLOGIES CORP COM 913017109 10,734 82,500 SH   SOLE   82,500 0 0
COLGATE PALMOLIVE CO COM 194162103 10,750 150,092 SH   SOLE   150,092 0 0
GENERAL ELECTRIC CO COM 369604103 2,480 236,396 SH   SOLE   236,396 0 0
AMERICAN EXPRESS CO COM 025816109 9,260 75,000 SH   SOLE   75,000 0 0
WELLS FARGO CO NEW COM 949746101 4,848 102,500 SH   SOLE   102,500 0 0
JOHNSON & JOHNSON COM 478160104 13,835 99,479 SH   SOLE   99,479 0 0
PROCTER AND GAMBLE CO COM 742718109 12,342 112,750 SH   SOLE   112,750 0 0
DISNEY WALT CO COM DISNEY 254687106 13,912 99,603 SH   SOLE   99,603 0 0
BANK AMER CORP COM 060505104 11,556 398,500 SH   SOLE   398,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 22,699 397,383 SH   SOLE   397,383 0 0
APPLE INC COM 037833100 12,894 65,150 SH   SOLE   65,150 0 0
MONDELEZ INTL INC CL A 609207105 17,042 316,230 SH   SOLE   316,230 0 0
LOCKHEED MARTIN CORP COM 539830109 4,543 12,500 SH   SOLE   12,500 0 0
ALCOA CORP COM 013872106 3,779 161,571 SH   SOLE   161,571 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,180 25,000 SH   SOLE   25,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 4,210 34,750 SH   SOLE   34,750 0 0
MASTERCARD INC CL A 57636Q104 3,173 12,000 SH   SOLE   12,000 0 0
WASTE MGMT INC DEL COM 94106L109 1,741 15,091 SH   SOLE   15,091 0 0
SIGNET JEWELERS LIMITED SHS G81276100 2,526 141,270 SH   SOLE   141,270 0 0
UNITED RENTALS INC COM 911363109 3,912 29,500 SH   SOLE   29,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,074 48,500 SH   SOLE   48,500 0 0
ORACLE CORP COM 68389X105 8,601 151,319 SH   SOLE   151,319 0 0
KINDER MORGAN INC DEL COM 49456B101 1,564 75,000 SH   SOLE   75,000 0 0
TIFFANY & CO NEW COM 886547108 3,285 35,116 SH   SOLE   35,116 0 0
ADOBE INC COM 00724F101 10,794 36,637 SH   SOLE   36,637 0 0
LAUDER ESTEE COS INC CL A 518439104 3,038 16,600 SH   SOLE   16,600 0 0
WATERS CORP COM 941848103 2,173 10,100 SH   SOLE   10,100 0 0
ALTABA INC COM 021346101 11,970 172,500 SH   SOLE   172,500 0 0
RALPH LAUREN CORP CL A 751212101 4,371 38,500 SH   SOLE   38,500 0 0
KIMBERLY CLARK CORP COM 494368103 3,239 24,300 SH   SOLE   24,300 0 0
INTL PAPER CO COM 460146103 2,861 66,010 SH   SOLE   66,010 0 0
TEXAS INSTRS INC COM 882508104 1,037 9,055 SH   SOLE   9,055 0 0
EMERSON ELEC CO COM 291011104 6,972 104,500 SH   SOLE   104,500 0 0
PEPSICO INC COM 713448108 8,426 64,300 SH   SOLE   64,300 0 0
BECTON DICKINSON & CO COM 075887109 4,374 17,365 SH   SOLE   17,365 0 0
GRAINGER W W INC COM 384802104 8,530 31,800 SH   SOLE   31,800 0 0
HONEYWELL INTL INC COM 438516106 6,905 39,545 SH   SOLE   39,545 0 0
RAYTHEON CO COM NEW 755111507 1,391 8,000 SH   SOLE   8,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,686 10,200 SH   SOLE   10,200 0 0
DUPONT DE NEMOURS INC COM 26614N102 2,290 30,521 SH   SOLE   30,521 0 0
TJX COS INC NEW COM 872540109 5,088 96,268 SH   SOLE   96,268 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,050 18,000 SH   SOLE   18,000 0 0
APERGY CORP COM 03755L104 506 15,082 SH   SOLE   15,082 0 0
BALL CORP COM 058498106 4,361 62,332 SH   SOLE   62,332 0 0
TRAVELERS COMPANIES INC COM 89417E109 1,456 9,740 SH   SOLE   9,740 0 0
FOX CORP CL A COM 35137L105 708 19,333 SH   SOLE   19,333 0 0
DOW INC COM 260557103 1,435 29,155 SH   SOLE   29,155 0 0
CORTEVA INC COM 22052L104 902 30,521 SH   SOLE   30,521 0 0
AT&T INC COM 00206R102 2,009 60,000 SH   SOLE   60,000 0 0
KRAFT HEINZ CO COM 500754106 3,239 104,342 SH   SOLE   104,342 0 0
PAYPAL HLDGS INC COM 70450Y103 4,578 40,000 SH   SOLE   40,000 0 0
NIKE INC CL B 654106103 5,030 60,000 SH   SOLE   60,000 0 0
HOME DEPOT INC COM 437076102 5,119 24,600 SH   SOLE   24,600 0 0
WABTEC CORP COM 929740108 65 900 SH   SOLE   900 0 0
FACEBOOK INC CL A 30303M102 772 4,000 SH   SOLE   4,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 266 2,300 SH   SOLE   2,300 0 0
SABRE CORP COM 78573M104 266 12,000 SH   SOLE   12,000 0 0
COCA COLA CO COM 191216100 3,309 65,000 SH   SOLE   65,000 0 0
MERCK & CO INC COM 58933Y105 3,522 42,000 SH   SOLE   42,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 207 1,500 SH   SOLE   1,500 0 0
WALMART INC COM 931142103 3,423 31,000 SH   SOLE   31,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 7 333 SH   SOLE   333 0 0
PFIZER INC COM 717081103 1,517 35,000 SH   SOLE   35,000 0 0
LILLY ELI & CO COM 532457108 277 2,500 SH   SOLE   2,500 0 0
INTEL CORP COM 458140100 2,250 47,000 SH   SOLE   47,000 0 0
CME GROUP INC COM CL A 12572Q105 737 4,363 SH   SOLE   4,363 0 0
TITAN INTL INC ILL COM 88830M102 181 37,085 SH   SOLE   37,085 0 0
KEURIG DR PEPPER INC COM 49271V100 858 29,647 SH   SOLE   29,647 0 0
MCDONALDS CORP COM 580135101 4,359 21,000 SH   SOLE   21,000 0 0
MOODYS CORP COM 615369105 12 60 SH   SOLE   60 0 0