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
AT&T Inc Common 00206R102 3,953 101,660 SH   SOLE   101,660 0 0
Abbott Laboratories Common 002824100 12,841 225,000 SH   SOLE   225,000 0 0
Abbvie, Inc Common 00287Y109 21,760 225,000 SH   SOLE   225,000 0 0
ADVANSIX INC Common 00773T101 64 1,520 SH   SOLE   1,520 0 0
Agilysys Inc Common 00847J105 1,543 125,687 SH   SOLE   125,687 0 0
Alliant Energy Corporation Common 018802108 10,414 244,400 SH   SOLE   244,400 0 0
AMERISOURCEBERGEN CORP Common 03073E105 551 6,000 SH   SOLE   6,000 0 0
Analog Devices Inc Common 032654105 83 928 SH   SOLE   928 0 0
Apache Corporation Common 037411105 190 4,500 SH   SOLE   4,500 0 0
BCE Inc Common 05534B760 712 14,823 SH   SOLE   14,823 0 0
Bank of America Corporation Common 060505104 4,133 140,000 SH   SOLE   140,000 0 0
BECTON DICKINSON & CO Common 075887109 428 2,000 SH   SOLE   2,000 0 0
BED BATH & BEYOND INC Common 075896100 132 6,000 SH   SOLE   6,000 0 0
Bemis Company Inc Common 081437105 1,501 31,400 SH   SOLE   31,400 0 0
BLACK KNIGHT INC Common 09215C105 301 6,807 SH   SOLE   6,807 0 0
Boeing Company Common 097023105 22,118 75,000 SH   SOLE   75,000 0 0
Brighthouse Finl Inc Common 10922N103 10 163 SH   SOLE   163 0 0
CIT Group Inc Common 125581801 309 6,278 SH   SOLE   6,278 0 0
CAMPBELL SOUP CO Common 134429109 481 10,000 SH   SOLE   10,000 0 0
CANNAE HLDGS INC Common 13765N107 126 7,399 SH   SOLE   7,399 0 0
CHEVRON CORP NEW Common 166764100 626 5,000 SH   SOLE   5,000 0 0
Cincinnati Financial Corp Common 172062101 24,011 320,276 SH   SOLE   320,276 0 0
COCA COLA CO Common 191216100 367 8,000 SH   SOLE   8,000 0 0
COLGATE PALMOLIVE CO Common 194162103 604 8,000 SH   SOLE   8,000 0 0
ConocoPhillips Common 20825C104 552 10,059 SH   SOLE   10,059 0 0
CONSOLIDATED EDISON INC Common 209115104 127 1,500 SH   SOLE   1,500 0 0
Covanta Holding Corporation Common 22282E102 1 32 SH   SOLE   32 0 0
Cummins Inc Common 231021106 11,946 67,630 SH   SOLE   67,630 0 0
DANAHER CORP DEL Common 235851102 371 4,000 SH   SOLE   4,000 0 0
Dean Foods Company Common 242370203 46 4,000 SH   SOLE   4,000 0 0
Deere & Company Common 244199105 3,130 20,000 SH   SOLE   20,000 0 0
DOLLAR TREE INC Common 256746108 644 6,000 SH   SOLE   6,000 0 0
DOMINION RES INC VA NEW Common 25746U109 648 8,000 SH   SOLE   8,000 0 0
DOWDUPONT INC Common 26078J100 12,107 170,000 SH   SOLE   170,000 0 0
Duke Energy Corporation Common 26441C204 5,556 66,056 SH   SOLE   66,056 0 0
Emerson Electric Co Common 291011104 878 12,600 SH   SOLE   12,600 0 0
Enbridge Inc Common 29250N105 3,621 92,590 SH   SOLE   92,590 0 0
Essex Property Trust Inc Common 297178105 1,291 5,347 SH   SOLE   5,347 0 0
Exelon Corp Common 30161N101 226 5,723 SH   SOLE   5,723 0 0
Express Scripts Holding Company Common 30219G108 299 4,000 SH   SOLE   4,000 0 0
Exxon Mobil Corporation Common 30231G102 3,346 40,000 SH   SOLE   40,000 0 0
FACTSET RESH SYS INC Common 303075105 578 3,000 SH   SOLE   3,000 0 0
Fidelity National Information Common 31620M106 918 9,758 SH   SOLE   9,758 0 0
Fidelity FNF Group Common 31620R303 871 22,201 SH   SOLE   22,201 0 0
Ford Motor Company Common 345370860 802 64,177 SH   SOLE   64,177 0 0
Fortive Corporation Common 34959J108 145 2,000 SH   SOLE   2,000 0 0
Freeport-McMoRan Inc Common 35671D857 190 10,000 SH   SOLE   10,000 0 0
Frontier Communications Corp Common 35906A108 6 859 SH   SOLE   859 0 0
Arthur J Gallagher & Co Common 363576109 653 10,321 SH   SOLE   10,321 0 0
GENERAL DYNAMICS CORP Common 369550108 1,017 5,000 SH   SOLE   5,000 0 0
General Electric Company Common 369604103 4,799 275,000 SH   SOLE   275,000 0 0
General Motors Company Common 37045V100 67 1,646 SH   SOLE   1,646 0 0
General Motors Company-Warrants B Common 37045V126 22 932 SH   SOLE   932 0 0
GILDAN ACTIVEWEAR INC Common 375916103 97 3,000 SH   SOLE   3,000 0 0
Halliburton Company Common 406216101 293 6,000 SH   SOLE   6,000 0 0
Harris Corporation Common 413875105 36 256 SH   SOLE   256 0 0
Honeywell International Inc Common 438516106 5,828 38,000 SH   SOLE   38,000 0 0
ITT CORP Common 450911201 67 1,250 SH   SOLE   1,250 0 0
Intel Corporation Common 458140100 2,770 60,000 SH   SOLE   60,000 0 0
INTERNATIONAL BUSINESS MACHS Common 459200101 460 3,000 SH   SOLE   3,000 0 0
J Alexanders Holdings Inc Common 46609J106 12 1,277 SH   SOLE   1,277 0 0
JPMorgan Chase & Co Common 46625H100 6,174 57,736 SH   SOLE   57,736 0 0
JACOBS ENGR GROUP INC DEL Common 469814107 66 1,000 SH   SOLE   1,000 0 0
Johnson & Johnson Common 478160104 5,309 38,000 SH   SOLE   38,000 0 0
Lam Research Corporation Common 512807108 1,035 5,625 SH   SOLE   5,625 0 0
LOWES COS INC Common 548661107 1,580 17,000 SH   SOLE   17,000 0 0
MCDONALDS CORP Common 580135101 861 5,000 SH   SOLE   5,000 0 0
Merck & Co Inc Common 58933Y105 325 5,767 SH   SOLE   5,767 0 0
METLIFE INC Common 59156R108 91 1,800 SH   SOLE   1,800 0 0
Microsoft Corporation Common 594918104 2,566 30,000 SH   SOLE   30,000 0 0
NRG ENERGY INC Common 629377508 278 9,768 SH   SOLE   9,768 0 0
NATIONAL PRESTO INDS INC Common 637215104 99 1,000 SH   SOLE   1,000 0 0
Newell Brands Common 651229106 1,414 45,766 SH   SOLE   45,766 0 0
NIKE INC Common 654106103 751 12,000 SH   SOLE   12,000 0 0
Nuveen Real Asset Inc &Growth Common 67074Y105 156 8,768 SH   SOLE   8,768 0 0
Old Republic International Cor Common 680223104 5,445 254,690 SH   SOLE   254,690 0 0
OMNICOM GROUP INC Common 681919106 218 3,000 SH   SOLE   3,000 0 0
ORACLE CORP Common 68389X105 331 7,000 SH   SOLE   7,000 0 0
PepsiCo Inc Common 713448108 2,758 23,000 SH   SOLE   23,000 0 0
Pfizer Inc Common 717081103 1,449 40,000 SH   SOLE   40,000 0 0
Phillips 66 Common 718546104 509 5,029 SH   SOLE   5,029 0 0
Piper Jaffray Cos Common 724078100 718 8,329 SH   SOLE   8,329 0 0
PLAINS ALL AMER PIPELINE LP Common 726503105 124 6,000 SH   SOLE   6,000 0 0
Procter & Gamble Company Common 742718109 6,983 76,000 SH   SOLE   76,000 0 0
QCR Holdings Inc Common 74727A104 4,850 113,181 SH   SOLE   113,181 0 0
Resolute Forest Products Common 76117W109 1 58 SH   SOLE   58 0 0
Schlumberger Limited Common 806857108 2,426 36,000 SH   SOLE   36,000 0 0
SMUCKER J M CO Common 832696405 497 4,000 SH   SOLE   4,000 0 0
Southwest Airlines Co Common 844741108 491 7,500 SH   SOLE   7,500 0 0
STRYKER CORP Common 863667101 929 6,000 SH   SOLE   6,000 0 0
TEXAS INSTRS INC Common 882508104 522 5,000 SH   SOLE   5,000 0 0
TRACTOR SUPPLY CO Common 892356106 598 8,000 SH   SOLE   8,000 0 0
Treehouse Foods Inc Common 89469A104 477 9,652 SH   SOLE   9,652 0 0
U S Bancorp Common 902973304 32,307 602,959 SH   SOLE   602,959 0 0
UNION PAC CORP Common 907818108 671 5,000 SH   SOLE   5,000 0 0
United Technologies Corp Common 913017109 989 7,750 SH   SOLE   7,750 0 0
Uniti Group Inc Common 91325V108 46 2,588 SH   SOLE   2,588 0 0
V F CORP Common 918204108 888 12,000 SH   SOLE   12,000 0 0
Varex Imaging Corp Common 92214X106 16 400 SH   SOLE   400 0 0
VARIAN MED SYS INC Common 92220P105 111 1,000 SH   SOLE   1,000 0 0
Vectren Corporation Common 92240G101 1,733 26,658 SH   SOLE   26,658 0 0
Vectrus Inc Common 92242T101 4 138 SH   SOLE   138 0 0
Verizon Communications Inc Common 92343V104 2,964 55,997 SH   SOLE   55,997 0 0
WAL MART STORES INC Common 931142103 346 3,500 SH   SOLE   3,500 0 0
Walgreens Boots Alliance Inc Common 931427108 726 10,000 SH   SOLE   10,000 0 0
WASTE MGMT INC DEL Common 94106L109 173 2,000 SH   SOLE   2,000 0 0
Wells Fargo & Company Common 949746101 15,476 255,086 SH   SOLE   255,086 0 0
Wachovia Corp Ser L Conv Perp Pfd Preferred 949746804 1,703 1,300 SH   SOLE   1,300 0 0
Welltower Inc Common 95040Q104 198 3,100 SH   SOLE   3,100 0 0
Welltower Inc Preferred 95040Q203 838 14,000 SH   SOLE   14,000 0 0
Wintrust Financial Corporation Common 97650W108 18,988 230,523 SH   SOLE   230,523 0 0
Xcel Energy, Inc. Common 98389B100 4,330 90,000 SH   SOLE   90,000 0 0
Xylem Inc Common 98419M100 171 2,500 SH   SOLE   2,500 0 0
Medtronic PLC Common G5960L103 2,019 25,000 SH   SOLE   25,000 0 0