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
3M ORD COMMON 88579Y101 39,824 189,000 SH   SOLE   189,000 0 0
ABBOTT LABORATORIES ORD COMMON 002824100 17,445 237,800 SH   SOLE   237,800 0 0
ABBVIE ORD COMMON 00287Y109 32,327 341,800 SH   SOLE   341,800 0 0
ACCENTURE CL A ORD COMMON G1151C101 58,719 345,000 SH   SOLE   345,000 0 0
AMERICAN TOWER REIT COMMON 03027X100 28,205 194,119 SH   SOLE   194,119 0 0
ANALOG DEVICES ORD COMMON 032654105 38,766 419,270 SH   SOLE   419,270 0 0
APPLE ORD COMMON 037833100 263,890 1,169,000 SH   SOLE   1,169,000 0 0
AT&T ORD COMMON 00206R102 17,865 532,000 SH   SOLE   532,000 0 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 3,879 25,750 SH   SOLE   25,750 0 0
BLACKROCK ORD COMMON 09247X101 16,497 35,000 SH   SOLE   35,000 0 0
BROADCOM ORD COMMON 11135F101 56,230 227,900 SH   SOLE   227,900 0 0
CHEVRON ORD COMMON 166764100 24,334 199,000 SH   SOLE   199,000 0 0
CHUBB ORD COMMON H1467J104 32,461 242,902 SH   SOLE   242,902 0 0
CISCO SYSTEMS ORD COMMON 17275R102 116,006 2,384,500 SH   SOLE   2,384,500 0 0
CME GROUP CL A ORD COMMON 12572Q105 165,955 975,000 SH   SOLE   975,000 0 0
CUMMINS ORD COMMON 231021106 2,483 17,000 SH   SOLE   17,000 0 0
DOVER ORD COMMON 260003108 70,541 796,800 SH   SOLE   796,800 0 0
DUKE ENERGY ORD COMMON 26441C204 24,806 310,000 SH   SOLE   310,000 0 0
ENBRIDGE ORD COMMON 29250N105 9,475 293,428 SH   SOLE   293,428 0 0
GILEAD SCIENCES ORD COMMON 375558103 72,455 938,419 SH   SOLE   938,419 0 0
HASBRO ORD COMMON 418056107 28,761 273,600 SH   SOLE   273,600 0 0
HOME DEPOT ORD COMMON 437076102 75,103 362,554 SH   SOLE   362,554 0 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 157,664 947,500 SH   SOLE   947,500 0 0
INTERNATIONAL BUSINESS MACHINES ORD COMMON 459200101 41,991 277,700 SH   SOLE   277,700 0 0
JOHNSON & JOHNSON ORD COMMON 478160104 27,634 200,000 SH   SOLE   200,000 0 0
JPMORGAN CHASE ORD COMMON 46625H100 6,770 60,000 SH   SOLE   60,000 0 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 8,712 84,991 SH   SOLE   84,991 0 0
MCDONALD'S ORD COMMON 580135101 74,885 447,638 SH   SOLE   447,638 0 0
MICROSOFT ORD COMMON 594918104 106,701 932,950 SH   SOLE   932,950 0 0
NORFOLK SOUTHERN ORD COMMON 655844108 106,078 587,687 SH   SOLE   587,687 0 0
PEPSICO ORD COMMON 713448108 13,360 119,500 SH   SOLE   119,500 0 0
PFIZER ORD COMMON 717081103 17,364 394,000 SH   SOLE   394,000 0 0
PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 67,316 825,562 SH   SOLE   825,562 0 0
PNC FINANCIAL SERVICES GROUP ORD COMMON 693475105 64,418 473,000 SH   SOLE   473,000 0 0
POLARIS INDUSTRIES ORD COMMON 731068102 78,741 780,000 SH   SOLE   780,000 0 0
PRAXAIR ORD COMMON 74005P104 18,162 113,000 SH   SOLE   113,000 0 0
PROCTER & GAMBLE ORD COMMON 742718109 4,153 49,900 SH   SOLE   49,900 0 0
PROLOGIS REIT COMMON 74340W103 39,996 590,000 SH   SOLE   590,000 0 0
PUBLIC STORAGE REIT ORD COMMON 74460D109 17,873 88,642 SH   SOLE   88,642 0 0
QUALCOMM ORD COMMON 747525103 65,727 912,500 SH   SOLE   912,500 0 0
RPM ORD COMMON 749685103 53,558 824,725 SH   SOLE   824,725 0 0
TJX ORD COMMON 872540109 21,844 195,000 SH   SOLE   195,000 0 0
UNITED TECHNOLOGIES ORD COMMON 913017109 2,936 21,000 SH   SOLE   21,000 0 0
UNITEDHEALTH GRP ORD COMMON 91324P102 124,725 468,822 SH   SOLE   468,822 0 0
US BANCORP ORD COMMON 902973304 7,129 135,000 SH   SOLE   135,000 0 0
VALERO ENERGY ORD COMMON 91913Y100 51,476 452,540 SH   SOLE   452,540 0 0
VERIZON COMMUNICATIONS ORD COMMON 92343V104 25,985 486,700 SH   SOLE   486,700 0 0
VF ORD COMMON 918204108 106,031 1,134,630 SH   SOLE   1,134,630 0 0
WALT DISNEY ORD COMMON 254687106 63,381 542,000 SH   SOLE   542,000 0 0