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
3M ORD COMMON 88579Y101 BBG000BP5522 23,066,520 211,000 SH   SOLE   211,000 0 0
ABBOTT LABORATORIES ORD COMMON 002824100 BBG000B9ZZG4 26,174,646 237,800 SH   SOLE   237,800 0 0
ABBVIE ORD COMMON 00287Y109 BBG003P7K0B5 87,836,996 566,800 SH   SOLE   566,800 0 0
ACCENTURE CL A ORD COMMON G1151C101 BBG000D9DC22 121,063,950 345,000 SH   SOLE   345,000 0 0
AGREE REALTY REIT ORD COMMON 008492100 BBG000BC9H21 25,652,125 407,500 SH   SOLE   407,500 0 0
AIR PRODUCTS AND CHEMICALS ORD COMMON 009158106 BBG000BC4LR0 39,947,420 145,900 SH   SOLE   145,900 0 0
AMERICAN TOWER REIT COMMON 03027X100 BBG000B9Y214 56,905,968 263,600 SH   SOLE   263,600 0 0
ANALOG DEVICES ORD COMMON 032654105 BBG000BB6RX0 88,531,947 445,870 SH   SOLE   445,870 0 0
APPLE ORD COMMON 037833100 BBG000B9Y5X2 622,837,630 3,235,016 SH   SOLE   3,235,016 0 0
AT&T ORD COMMON 00206R102 BBG000BSJLV4 8,926,960 532,000 SH   SOLE   532,000 0 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 BBG000JG1MT2 54,223,768 232,750 SH   SOLE   232,750 0 0
BAXTER INTERNATIONAL ORD COMMON 071813109 BBG000BCVLK7 42,048,472 1,087,648 SH   SOLE   1,087,648 0 0
BLACKROCK ORD COMMON 09247X101 BBG000C2PYL6 34,501,500 42,500 SH   SOLE   42,500 0 0
BROADCOM ORD COMMON 11135F101 BBG00KHY5SQ7 306,187,375 274,300 SH   SOLE   274,300 0 0
CHEVRON ORD COMMON 166764100 BBG000K4NHJ5 5,241,333 35,139 SH   SOLE   35,139 0 0
CHUBB ORD COMMON H1467J104 BBG000BR16M8 82,015,852 362,902 SH   SOLE   362,902 0 0
CISCO SYSTEMS ORD COMMON 17275R102 BBG000C3JBN9 128,649,180 2,546,500 SH   SOLE   2,546,500 0 0
CME GROUP CL A ORD COMMON 12572Q105 BBG000BHMC53 211,021,200 1,002,000 SH   SOLE   1,002,000 0 0
COMCAST CL A ORD COMMON 20030N101 BBG000BFTG15 34,056,103 776,650 SH   SOLE   776,650 0 0
DOLLAR GENERAL ORD COMMON 256677105 BBG000NV1PS8 7,477,250 55,000 SH   SOLE   55,000 0 0
DOVER ORD COMMON 260003108 BBG000BHB4Z0 129,754,116 843,600 SH   SOLE   843,600 0 0
DUKE ENERGY ORD COMMON 26441C204 BBG000BHGGD2 30,082,400 310,000 SH   SOLE   310,000 0 0
ENBRIDGE ORD COMMON 29250N105 BBG000K5M411 6,693,525 185,828 SH   SOLE   185,828 0 0
ESTEE LAUDER CL A ORD COMMON 518439104 BBG000FKJVN4 9,638,606 65,905 SH   SOLE   65,905 0 0
HASBRO ORD COMMON 418056107 BBG000BKVWG0 13,306,236 260,600 SH   SOLE   260,600 0 0
HOME DEPOT ORD COMMON 437076102 BBG000BKZDM1 147,649,014 426,054 SH   SOLE   426,054 0 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 BBG000H56NZ4 175,632,125 837,500 SH   SOLE   837,500 0 0
JOHNSON & JOHNSON ORD COMMON 478160104 BBG000BMHZY5 31,504,740 201,000 SH   SOLE   201,000 0 0
JPMORGAN CHASE ORD COMMON 46625H100 BBG000DMBZW1 15,309,000 90,000 SH   SOLE   90,000 0 0
LAM RESEARCH ORD COMMON 512807108 BBG000BNFW27 21,715,100 27,724 SH   SOLE   27,724 0 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 BBG000WCFWH2 21,106,904 221,991 SH   SOLE   221,991 0 0
MCDONALD'S ORD COMMON 580135101 BBG000BNT1L9 132,729,143 447,638 SH   SOLE   447,638 0 0
MICROCHIP TECHNOLOGY ORD COMMON 595017104 BBG000BHD1P5 61,074,405 677,250 SH   SOLE   677,250 0 0
MICROSOFT ORD COMMON 594918104 BBG000BPHFS9 344,170,610 915,250 SH   SOLE   915,250 0 0
MONDELEZ INTERNATIONAL CL A ORD COMMON 609207105 BBG000D4M6H0 104,878,640 1,448,000 SH   SOLE   1,448,000 0 0
NATIONAL STORAGE AFFILIATES ORD COMMON 637870106 BBG008417VT8 3,401,784 82,030 SH   SOLE   82,030 0 0
NEXTERA ENERGY ORD COMMON 65339F101 BBG000BJSF01 2,915,520 48,000 SH   SOLE   48,000 0 0
NORFOLK SOUTHERN ORD COMMON 655844108 BBG000BQ5GM4 138,917,453 587,687 SH   SOLE   587,687 0 0
PEPSICO ORD COMMON 713448108 BBG000DH7TN1 21,654,600 127,500 SH   SOLE   127,500 0 0
PFIZER ORD COMMON 717081103 BBG000BR2F10 16,672,289 579,100 SH   SOLE   579,100 0 0
PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 BBG000J2XPB0 103,647,936 1,101,700 SH   SOLE   1,101,700 0 0
PINNACLE WEST ORD COMMON 723484101 BBG000BRDVJ4 52,404,406 729,460 SH   SOLE   729,460 0 0
PNC FINANCIAL SERVICES GROUP ORD COMMON 693475105 BBG000BRD2F2 84,083,550 543,000 SH   SOLE   543,000 0 0
PROCTER & GAMBLE ORD COMMON 742718109 BBG000BR2WS4 7,312,346 49,900 SH   SOLE   49,900 0 0
PROLOGIS REIT COMMON 74340W103 BBG000B9Z339 78,647,000 590,000 SH   SOLE   590,000 0 0
QUALCOMM ORD COMMON 747525103 BBG000CGCDW3 138,483,225 957,500 SH   SOLE   957,500 0 0
RPM ORD COMMON 749685103 BBG000DCPNF4 92,064,052 824,725 SH   SOLE   824,725 0 0
RTX ORD COMMON 75513E101 BBG000BW8TX8 5,973,940 71,000 SH   SOLE   71,000 0 0
SNAP ON ORD COMMON 833034101 BBG000BT7MD3 97,270,914 336,764 SH   SOLE   336,764 0 0
TJX ORD COMMON 872540109 BBG000BV8G95 81,286,365 866,500 SH   SOLE   866,500 0 0
UNITEDHEALTH GRP ORD COMMON 91324P102 BBG000CH53T5 246,820,718 468,822 SH   SOLE   468,822 0 0
US BANCORP ORD COMMON 902973304 BBG000FFFQT4 33,044,280 763,500 SH   SOLE   763,500 0 0
VALERO ENERGY ORD COMMON 91913Y100 BBG000BBGKP3 66,903,200 514,640 SH   SOLE   514,640 0 0
VERIZON COMMUNICATIONS ORD COMMON 92343V104 BBG000HS79Q4 18,348,590 486,700 SH   SOLE   486,700 0 0