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 3,264 101,660 SH   SOLE   101,660 0 0
Abbott Laboratories Common 002824100 13,113 215,000 SH   SOLE   215,000 0 0
Abbvie, Inc Common 00287Y109 316 3,408 SH   SOLE   3,408 0 0
ADVANSIX INC Common 00773T101 56 1,520 SH   SOLE   1,520 0 0
Agilysys Inc Common 00847J105 1,948 125,687 SH   SOLE   125,687 0 0
Alliant Energy Corporation Common 018802108 3,386 80,000 SH   SOLE   80,000 0 0
AMERISOURCEBERGEN CORP Common 03073E105 512 6,000 SH   SOLE   6,000 0 0
Analog Devices Inc Common 032654105 89 928 SH   SOLE   928 0 0
ANTHEM INC Common 036752103 919 3,859 SH   SOLE   3,859 0 0
Apache Corporation Common 037411105 210 4,500 SH   SOLE   4,500 0 0
BCE Inc Common 05534B760 600 14,823 SH   SOLE   14,823 0 0
Bank of America Corporation Common 060505104 3,947 140,000 SH   SOLE   140,000 0 0
BECTON DICKINSON & CO Common 075887109 479 2,000 SH   SOLE   2,000 0 0
BED BATH & BEYOND INC Common 075896100 120 6,000 SH   SOLE   6,000 0 0
Bemis Company Inc Common 081437105 1,325 31,400 SH   SOLE   31,400 0 0
BLACK KNIGHT INC Common 09215C105 365 6,807 SH   SOLE   6,807 0 0
Boeing Company Common 097023105 25,163 75,000 SH   SOLE   75,000 0 0
Brighthouse Finl Inc Common 10922N103 7 163 SH   SOLE   163 0 0
CAMPBELL SOUP CO Common 134429109 405 10,000 SH   SOLE   10,000 0 0
CANNAE HLDGS INC Common 13765N107 137 7,399 SH   SOLE   7,399 0 0
CHEVRON CORP NEW Common 166764100 632 5,000 SH   SOLE   5,000 0 0
Cincinnati Financial Corp Common 172062101 21,414 320,276 SH   SOLE   320,276 0 0
COCA COLA CO Common 191216100 351 8,000 SH   SOLE   8,000 0 0
COLGATE PALMOLIVE CO Common 194162103 518 8,000 SH   SOLE   8,000 0 0
ConocoPhillips Common 20825C104 700 10,059 SH   SOLE   10,059 0 0
CONSOLIDATED EDISON INC Common 209115104 117 1,500 SH   SOLE   1,500 0 0
Covanta Holding Corporation Common 22282E102 1 32 SH   SOLE   32 0 0
Cummins Inc Common 231021106 2,926 22,000 SH   SOLE   22,000 0 0
DANAHER CORP DEL Common 235851102 395 4,000 SH   SOLE   4,000 0 0
Dean Foods Company Common 242370203 42 4,000 SH   SOLE   4,000 0 0
Deere & Company Common 244199105 2,796 20,000 SH   SOLE   20,000 0 0
DOLLAR TREE INC Common 256746108 510 6,000 SH   SOLE   6,000 0 0
Dominion Energy Inc Common 25746U109 545 8,000 SH   SOLE   8,000 0 0
DOWDUPONT INC Common 26078J100 11,206 170,000 SH   SOLE   170,000 0 0
Duke Energy Corporation Common 26441C204 5,224 66,056 SH   SOLE   66,056 0 0
Emerson Electric Co Common 291011104 871 12,600 SH   SOLE   12,600 0 0
Enbridge Inc Common 29250N105 2,602 72,910 SH   SOLE   72,910 0 0
Essex Property Trust Inc Common 297178105 1,278 5,347 SH   SOLE   5,347 0 0
Exelon Corp Common 30161N101 244 5,723 SH   SOLE   5,723 0 0
Express Scripts Holding Company Common 30219G108 309 4,000 SH   SOLE   4,000 0 0
Exxon Mobil Corporation Common 30231G102 3,309 40,000 SH   SOLE   40,000 0 0
FACTSET RESH SYS INC Common 303075105 594 3,000 SH   SOLE   3,000 0 0
Fidelity National Information Common 31620M106 1,035 9,758 SH   SOLE   9,758 0 0
Fidelity FNF Group Common 31620R303 835 22,201 SH   SOLE   22,201 0 0
Ford Motor Company Common 345370860 710 64,177 SH   SOLE   64,177 0 0
Fortive Corporation Common 34959J108 154 2,000 SH   SOLE   2,000 0 0
Freeport-McMoRan Inc Common 35671D857 173 10,000 SH   SOLE   10,000 0 0
Frontier Communications Corp Common 35906A306 4 658 SH   SOLE   658 0 0
Arthur J Gallagher & Co Common 363576109 674 10,321 SH   SOLE   10,321 0 0
GENERAL DYNAMICS CORP Common 369550108 932 5,000 SH   SOLE   5,000 0 0
General Electric Company Common 369604103 3,743 275,000 SH   SOLE   275,000 0 0
General Motors Company Common 37045V100 65 1,646 SH   SOLE   1,646 0 0
General Motors Company-Warrants B Common 37045V126 21 932 SH   SOLE   932 0 0
GILDAN ACTIVEWEAR INC Common 375916103 84 3,000 SH   SOLE   3,000 0 0
Halliburton Company Common 406216101 270 6,000 SH   SOLE   6,000 0 0
Harris Corporation Common 413875105 37 256 SH   SOLE   256 0 0
Honeywell International Inc Common 438516106 5,474 38,000 SH   SOLE   38,000 0 0
ITT INC Common 45073V108 65 1,250 SH   SOLE   1,250 0 0
Intel Corporation Common 458140100 1,988 40,000 SH   SOLE   40,000 0 0
INTERNATIONAL BUSINESS MACHS Common 459200101 419 3,000 SH   SOLE   3,000 0 0
J Alexanders Holdings Inc Common 46609J106 14 1,277 SH   SOLE   1,277 0 0
JPMorgan Chase & Co Common 46625H100 6,016 57,736 SH   SOLE   57,736 0 0
JACOBS ENGR GROUP INC DEL Common 469814107 63 1,000 SH   SOLE   1,000 0 0
Johnson & Johnson Common 478160104 4,611 38,000 SH   SOLE   38,000 0 0
Lam Research Corporation Common 512807108 1,150 6,656 SH   SOLE   6,656 0 0
LOWES COS INC Common 548661107 1,625 17,000 SH   SOLE   17,000 0 0
MCCORMICK & CO INC Common 579780206 232 2,000 SH   SOLE   2,000 0 0
MCDONALDS CORP Common 580135101 783 5,000 SH   SOLE   5,000 0 0
Merck & Co Inc Common 58933Y105 350 5,767 SH   SOLE   5,767 0 0
METLIFE INC Common 59156R108 78 1,800 SH   SOLE   1,800 0 0
Microsoft Corporation Common 594918104 1,479 15,000 SH   SOLE   15,000 0 0
NRG ENERGY INC Common 629377508 33 1,073 SH   SOLE   1,073 0 0
NATIONAL PRESTO INDS INC Common 637215104 124 1,000 SH   SOLE   1,000 0 0
Newell Brands Common 651229106 1,180 45,766 SH   SOLE   45,766 0 0
NIKE INC Common 654106103 956 12,000 SH   SOLE   12,000 0 0
Old Republic International Cor Common 680223104 6,708 336,910 SH   SOLE   336,910 0 0
OMNICOM GROUP INC Common 681919106 229 3,000 SH   SOLE   3,000 0 0
ORACLE CORP Common 68389X105 308 7,000 SH   SOLE   7,000 0 0
PepsiCo Inc Common 713448108 2,504 23,000 SH   SOLE   23,000 0 0
Pfizer Inc Common 717081103 1,451 40,000 SH   SOLE   40,000 0 0
Phillips 66 Common 718546104 565 5,029 SH   SOLE   5,029 0 0
Piper Jaffray Cos Common 724078100 593 7,722 SH   SOLE   7,722 0 0
PLAINS ALL AMER PIPELINE LP Common 726503105 142 6,000 SH   SOLE   6,000 0 0
Procter & Gamble Company Common 742718109 5,933 76,000 SH   SOLE   76,000 0 0
QCR Holdings Inc Common 74727A104 5,370 113,181 SH   SOLE   113,181 0 0
Royal Dutch Shell ADR Common 780259206 3,185 46,000 SH   SOLE   46,000 0 0
Schlumberger Limited Common 806857108 2,413 36,000 SH   SOLE   36,000 0 0
SMUCKER J M CO Common 832696405 430 4,000 SH   SOLE   4,000 0 0
SOUTHWEST AIRLS CO Common 844741108 382 7,500 SH   SOLE   7,500 0 0
STRYKER CORP Common 863667101 1,013 6,000 SH   SOLE   6,000 0 0
TEXAS INSTRS INC Common 882508104 551 5,000 SH   SOLE   5,000 0 0
TRACTOR SUPPLY CO Common 892356106 612 8,000 SH   SOLE   8,000 0 0
Treehouse Foods Inc Common 89469A104 507 9,652 SH   SOLE   9,652 0 0
U S Bancorp Common 902973304 26,895 537,675 SH   SOLE   537,675 0 0
UNION PAC CORP Common 907818108 708 5,000 SH   SOLE   5,000 0 0
United Technologies Corp Common 913017109 969 7,750 SH   SOLE   7,750 0 0
Uniti Group Inc Common 91325V108 52 2,588 SH   SOLE   2,588 0 0
V F CORP Common 918204108 978 12,000 SH   SOLE   12,000 0 0
Varex Imaging Corp Common 92214X106 15 400 SH   SOLE   400 0 0
VARIAN MED SYS INC Common 92220P105 114 1,000 SH   SOLE   1,000 0 0
Vectren Corporation Common 92240G101 1,905 26,658 SH   SOLE   26,658 0 0
Vectrus Inc Common 92242T101 4 138 SH   SOLE   138 0 0
Verizon Communications Inc Common 92343V104 2,185 43,434 SH   SOLE   43,434 0 0
Walmart Inc Common 931142103 300 3,500 SH   SOLE   3,500 0 0
Walgreens Boots Alliance Inc Common 931427108 600 10,000 SH   SOLE   10,000 0 0
WASTE MGMT INC DEL Common 94106L109 163 2,000 SH   SOLE   2,000 0 0
Wells Fargo & Company Common 949746101 14,142 255,086 SH   SOLE   255,086 0 0
Wachovia Corp Ser L Conv Perp Pfd Preferred 949746804 1,763 1,400 SH   SOLE   1,400 0 0
Welltower Inc Common 95040Q104 194 3,100 SH   SOLE   3,100 0 0
WINDSTREAM HLDGS INC Common 97382A309 2 431 SH   SOLE   431 0 0
Wintrust Financial Corporation Common 97650W108 20,067 230,523 SH   SOLE   230,523 0 0
Xcel Energy, Inc. Common 98389B100 4,111 90,000 SH   SOLE   90,000 0 0
Xylem Inc Common 98419M100 168 2,500 SH   SOLE   2,500 0 0
Medtronic PLC Common G5960L103 2,140 25,000 SH   SOLE   25,000 0 0