3M ORD COMMON 88579Y101 BBG000BP5522 30643530 211000 SH SOLE 211000 0 0 ABBOTT LABORATORIES ORD COMMON 002824100 BBG000B9ZZG4 24414926 237800 SH SOLE 237800 0 0 ABBVIE ORD COMMON 00287Y109 BBG003P7K0B5 123273332 566800 SH SOLE 566800 0 0 ACCENTURE CL A ORD COMMON G1151C101 BBG000D9DC22 67022020 338000 SH SOLE 338000 0 0 AIR PRODUCTS AND CHEMICALS ORD COMMON 009158106 BBG000BC4LR0 42382491 145900 SH SOLE 145900 0 0 AMERICAN TOWER REIT COMMON 03027X100 BBG000B9Y214 34795407 201619 SH SOLE 201619 0 0 ANALOG DEVICES ORD COMMON 032654105 BBG000BB6RX0 141849082 445870 SH SOLE 445870 0 0 APPLE ORD COMMON 037833100 BBG000B9Y5X2 709854691 2797016 SH SOLE 2797016 0 0 ARES MANAGEMENT CL A ORD COMMON 03990B101 BBG0068KVVG3 38529101 353154 SH SOLE 353154 0 0 ARTHUR J GALLAGHER ORD COMMON 363576109 BBG000BBHZK4 56583474 261259 SH SOLE 261259 0 0 AT&T ORD COMMON 00206R102 BBG000BSJLV4 15422680 532000 SH SOLE 532000 0 0 AUTOMATIC DATA PROCESSING ORD COMMON 053015103 BBG000JG1MT2 47290145 232750 SH SOLE 232750 0 0 BLACKROCK ORD COMMON 09290D101 BBG01PT1FFJ9 27739563 28844 SH SOLE 28844 0 0 BROADCOM ORD COMMON 11135F101 BBG00KHY5SQ7 446826897 1443659 SH SOLE 1443659 0 0 CHEVRON ORD COMMON 166764100 BBG000K4NHJ5 7270259 35139 SH SOLE 35139 0 0 CISCO SYSTEMS ORD COMMON 17275R102 BBG000C3JBN9 197582935 2546500 SH SOLE 2546500 0 0 CME GROUP CL A ORD COMMON 12572Q105 BBG000BHMC53 295940700 1002000 SH SOLE 1002000 0 0 COMCAST CL A ORD COMMON 20030N101 BBG000BFTG15 25599272 891650 SH SOLE 891650 0 0 DOLLAR GENERAL ORD COMMON 256677105 BBG000NV1PS8 24933300 210000 SH SOLE 210000 0 0 DOVER ORD COMMON 260003108 BBG000BHB4Z0 175848420 843600 SH SOLE 843600 0 0 DUKE ENERGY ORD COMMON 26441C204 BBG000BHGGD2 5078377 38784 SH SOLE 38784 0 0 ENBRIDGE ORD COMMON 29250N105 BBG000K5M411 10060728 185828 SH SOLE 185828 0 0 HASBRO ORD COMMON 418056107 BBG000BKVWG0 24392160 260600 SH SOLE 260600 0 0 HOME DEPOT ORD COMMON 437076102 BBG000BKZDM1 140124900 426054 SH SOLE 426054 0 0 HONEYWELL INTERNATIONAL ORD COMMON 438516106 BBG000H56NZ4 189300125 837500 SH SOLE 837500 0 0 JOHNSON & JOHNSON ORD COMMON 478160104 BBG000BMHZY5 49132440 201000 SH SOLE 201000 0 0 JPMORGAN CHASE ORD COMMON 46625H100 BBG000DMBZW1 26474400 90000 SH SOLE 90000 0 0 LAM RESEARCH ORD COMMON US5128073 BBG000BNFW27 31621680 148000 SH SOLE 148000 0 0 LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 BBG000WCFWH2 9827595 121991 SH SOLE 121991 0 0 MARSH ORD COMMON 571748102 BBG000BP4P74 48277032 278334 SH SOLE 278334 0 0 MCDONALD'S ORD COMMON 580135101 BBG000BNT1L9 139121414 447638 SH SOLE 447638 0 0 MICROCHIP TECHNOLOGY ORD COMMON 595017104 BBG000BHD1P5 69860661 1081267 SH SOLE 1081267 0 0 MICROSOFT ORD COMMON 594918104 BBG000BPHFS9 181808996 491150 SH SOLE 491150 0 0 MONDELEZ INTERNATIONAL CL A ORD COMMON 609207105 BBG000D4M6H0 83462720 1448000 SH SOLE 1448000 0 0 NATIONAL STORAGE AFFILIATES ORD COMMON 637870106 BBG008417VT8 3095812 82030 SH SOLE 82030 0 0 NEXTERA ENERGY ORD COMMON 65339F101 BBG000BJSF01 7987680 86000 SH SOLE 86000 0 0 NORFOLK SOUTHERN ORD COMMON 655844108 BBG000BQ5GM4 168666169 587687 SH SOLE 587687 0 0 OWENS CORNIING ORD COMMON 690742101 BBG000M44Y70 22617980 209000 SH SOLE 209000 0 0 PEPSICO ORD COMMON 713448108 BBG000DH7TN1 19799475 127500 SH SOLE 127500 0 0 PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 BBG000J2XPB0 182155078 1101700 SH SOLE 1101700 0 0 PINNACLE WEST ORD COMMON 723484101 BBG000BRDVJ4 73493095 729460 SH SOLE 729460 0 0 PROCTER & GAMBLE ORD COMMON 742718109 BBG000BR2WS4 7207556 49900 SH SOLE 49900 0 0 PROLOGIS REIT COMMON 74340W103 BBG000B9Z339 77986200 590000 SH SOLE 590000 0 0 QUALCOMM ORD COMMON 747525103 BBG000CGCDW3 123306850 957500 SH SOLE 957500 0 0 RPM ORD COMMON 749685103 BBG000DCPNF4 81977665 824725 SH SOLE 824725 0 0 RTX ORD COMMON 75513E101 BBG000BW8TX8 13695900 71000 SH SOLE 71000 0 0 SNAP ON ORD COMMON 833034101 BBG000BT7MD3 122319420 336764 SH SOLE 336764 0 0 SOUTHSTATE BANK ORD COMMON 84472E102 BBG000BNQ0V3 18542766 200419 SH SOLE 200419 0 0 THERMO FISHER SCIENTIFIC ORD COMMON 883556102 BBG000BVDPD4 38324594 77970 SH SOLE 77970 0 0 TJX ORD COMMON 872540109 BBG000BV8G95 138380050 866500 SH SOLE 866500 0 0 UNITEDHEALTH GRP ORD COMMON 91324P102 BBG000CH53T5 126858545 468822 SH SOLE 468822 0 0 US BANCORP ORD COMMON 902973304 BBG000FFFQT4 39709635 763500 SH SOLE 763500 0 0 VALERO ENERGY ORD COMMON 91913Y100 BBG000BBGKP3 127157251 514640 SH SOLE 514640 0 0 VERIZON COMMUNICATIONS ORD COMMON 92343V104 BBG000HS79Q4 24432340 486700 SH SOLE 486700 0 0 WESTERN ALLIANCE ORD COMMON 957638109 BBG000Q1KHQ0 3542500 50000 SH SOLE 50000 0 0