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 2,924 101,660 SH   SOLE   101,660 0 0
Abbott Laboratories Common 002824100 16,423 150,000 SH   SOLE   150,000 0 0
Abbvie, Inc Common 00287Y109 365 3,408 SH   SOLE   3,408 0 0
Alliant Energy Corporation Common 018802108 4,122 80,000 SH   SOLE   80,000 0 0
AMERISOURCEBERGEN CORP Common 03073E105 587 6,000 SH   SOLE   6,000 0 0
ANALOG DEVICES INC Common 032654105 137 928 SH   SOLE   928 0 0
Bank of America Corporation Common 060505104 4,243 140,000 SH   SOLE   140,000 0 0
BECTON DICKINSON & CO Common 075887109 500 2,000 SH   SOLE   2,000 0 0
BLACK KNIGHT INC Common 09215C105 601 6,807 SH   SOLE   6,807 0 0
BRIGHTHOUSE FINL INC Common 10922N103 6 163 SH   SOLE   163 0 0
CIGNA CORP NEW Common 125523100 203 973 SH   SOLE   973 0 0
CAMPBELL SOUP CO Common 134429109 484 10,000 SH   SOLE   10,000 0 0
CANNAE HLDGS INC Common 13765N107 328 7,399 SH   SOLE   7,399 0 0
CHEVRON CORP NEW Common 166764100 422 5,000 SH   SOLE   5,000 0 0
Cincinnati Financial Corporation Common 172062101 13,719 157,018 SH   SOLE   157,018 0 0
COCA COLA CO Common 191216100 439 8,000 SH   SOLE   8,000 0 0
COLGATE PALMOLIVE CO Common 194162103 684 8,000 SH   SOLE   8,000 0 0
ConocoPhillips Common 20825C104 402 10,059 SH   SOLE   10,059 0 0
CONSOLIDATED EDISON INC Common 209115104 108 1,500 SH   SOLE   1,500 0 0
CORTEVA INC Common 22052L104 2,194 56,666 SH   SOLE   56,666 0 0
Covanta Holding Corporation Common 22282E102 0 32 SH   SOLE   32 0 0
Cummins Inc Common 231021106 4,996 22,000 SH   SOLE   22,000 0 0
DANAHER CORP DEL Common 235851102 824 3,710 SH   SOLE   3,710 0 0
Deere & Company Common 244199105 5,381 20,000 SH   SOLE   20,000 0 0
DOLLAR TREE INC Common 256746108 648 6,000 SH   SOLE   6,000 0 0
DOW INC Common 260557103 3,145 56,666 SH   SOLE   56,666 0 0
Duke Energy Corporation Common 26441C204 6,048 66,056 SH   SOLE   66,056 0 0
DUPONT DE NEMOURS INC Common 26614N102 4,030 56,666 SH   SOLE   56,666 0 0
Emerson Electric Co Common 291011104 1,013 12,600 SH   SOLE   12,600 0 0
ENBRIDGE INC Common 29250N105 2,332 72,910 SH   SOLE   72,910 0 0
ENVISTA HLDGS CORP Common 29415F104 55 1,617 SH   SOLE   1,617 0 0
Essex Property Trust Inc Common 297178105 1,269 5,347 SH   SOLE   5,347 0 0
Exxon Mobil Corporation Common 30231G102 1,649 40,000 SH   SOLE   40,000 0 0
Fidelity National Information Common 31620M106 1,380 9,758 SH   SOLE   9,758 0 0
Fidelity FNF Group Common 31620R303 868 22,201 SH   SOLE   22,201 0 0
Fortive Corporation Common 34959J108 142 2,000 SH   SOLE   2,000 0 0
Freeport-McMoRan Inc Common 35671D857 260 10,000 SH   SOLE   10,000 0 0
Arthur J Gallagher & Co Common 363576109 1,277 10,321 SH   SOLE   10,321 0 0
GENERAL DYNAMICS CORP Common 369550108 744 5,000 SH   SOLE   5,000 0 0
General Electric Company Common 369604103 2,970 275,000 SH   SOLE   275,000 0 0
General Motors Company Common 37045V100 87 2,081 SH   SOLE   2,081 0 0
GILDAN ACTIVEWEAR INC Common 375916103 84 3,000 SH   SOLE   3,000 0 0
Halliburton Company Common 406216101 113 6,000 SH   SOLE   6,000 0 0
Honeywell International Inc Common 438516106 8,083 38,000 SH   SOLE   38,000 0 0
ITT INC Common 45073V108 96 1,250 SH   SOLE   1,250 0 0
Intel Corporation Common 458140100 1,993 40,000 SH   SOLE   40,000 0 0
INTERNATIONAL BUSINESS MACHS Common 459200101 2,266 18,000 SH   SOLE   18,000 0 0
J. Alexander's Holdings, Inc. Common 46609J106 9 1,277 SH   SOLE   1,277 0 0
JPMorgan Chase & Co Common 46625H100 7,337 57,736 SH   SOLE   57,736 0 0
JACOBS ENGR GROUP INC DEL Common 469814107 109 1,000 SH   SOLE   1,000 0 0
Johnson & Johnson Common 478160104 5,980 38,000 SH   SOLE   38,000 0 0
KONTOOR BRANDS INC Common 50050N103 70 1,714 SH   SOLE   1,714 0 0
L3HARRIS TECHNOLOGIES INC Common 502431109 48 256 SH   SOLE   256 0 0
Lam Research Corporation Common 512807108 2,657 5,625 SH   SOLE   5,625 0 0
LOWES COS INC Common 548661107 2,729 17,000 SH   SOLE   17,000 0 0
MCCORMICK & CO INC Common 579780206 382 4,000 SH   SOLE   4,000 0 0
MCDONALDS CORP Common 580135101 1,073 5,000 SH   SOLE   5,000 0 0
Merck & Co Inc Common 58933Y105 472 5,767 SH   SOLE   5,767 0 0
METLIFE INC Common 59156R108 85 1,800 SH   SOLE   1,800 0 0
Microsoft Corporation Common 594918104 3,336 15,000 SH   SOLE   15,000 0 0
NRG ENERGY INC Common 629377508 40 1,073 SH   SOLE   1,073 0 0
NATIONAL PRESTO INDS INC Common 637215104 88 1,000 SH   SOLE   1,000 0 0
Newell Brands Common 651229106 972 45,766 SH   SOLE   45,766 0 0
NIKE INC Common 654106103 1,698 12,000 SH   SOLE   12,000 0 0
Old Republic International Cor Common 680223104 5,020 254,690 SH   SOLE   254,690 0 0
ORACLE CORP Common 68389X105 453 7,000 SH   SOLE   7,000 0 0
PepsiCo Inc Common 713448108 3,411 23,000 SH   SOLE   23,000 0 0
Pfizer Inc Common 717081103 1,472 40,000 SH   SOLE   40,000 0 0
Phillips 66 Common 718546104 352 5,029 SH   SOLE   5,029 0 0
Piper Jaffray Cos Common 724078100 779 7,722 SH   SOLE   7,722 0 0
PLAINS ALL AMER PIPELINE LP Common 726503105 49 6,000 SH   SOLE   6,000 0 0
Procter & Gamble Company Common 742718109 10,575 76,000 SH   SOLE   76,000 0 0
RESIDEO TECHNOLOGIES INC Common 76118Y104 135 6,333 SH   SOLE   6,333 0 0
Royal Dutch Shell ADR Common 780259206 1,616 46,000 SH   SOLE   46,000 0 0
Schlumberger Limited Common 806857108 786 36,000 SH   SOLE   36,000 0 0
SMUCKER J M CO Common 832696405 462 4,000 SH   SOLE   4,000 0 0
STRYKER CORP Common 863667101 1,470 6,000 SH   SOLE   6,000 0 0
TRACTOR SUPPLY CO Common 892356106 1,125 8,000 SH   SOLE   8,000 0 0
U S Bancorp Common 902973304 19,506 418,675 SH   SOLE   418,675 0 0
UNION PAC CORP Common 907818108 1,041 5,000 SH   SOLE   5,000 0 0
Uniti Group Inc Common 91325V108 30 2,588 SH   SOLE   2,588 0 0
V F CORP Common 918204108 1,025 12,000 SH   SOLE   12,000 0 0
VAREX IMAGING CORP Common 92214X106 7 400 SH   SOLE   400 0 0
VARIAN MED SYS INC Common 92220P105 175 1,000 SH   SOLE   1,000 0 0
Vectrus Inc Common 92242T101 7 138 SH   SOLE   138 0 0
Verizon Communications Inc Common 92343V104 2,552 43,434 SH   SOLE   43,434 0 0
VIATRIS INC Common 92556V106 93 4,963 SH   SOLE   4,963 0 0
Vontier Corp Common 928881101 27 800 SH   SOLE   800 0 0
WABTEC CORP Common 929740108 108 1,477 SH   SOLE   1,477 0 0
Walmart Inc Common 931142103 505 3,500 SH   SOLE   3,500 0 0
Walgreens Boots Alliance Inc Common 931427108 399 10,000 SH   SOLE   10,000 0 0
WASTE MGMT INC DEL Common 94106L109 236 2,000 SH   SOLE   2,000 0 0
Wells Fargo & Company Common 949746101 6,189 205,086 SH   SOLE   205,086 0 0
Wintrust Financial Corporation Common 97650W108 7,668 125,523 SH   SOLE   125,523 0 0
Xcel Energy, Inc. Common 98389B100 6,000 90,000 SH   SOLE   90,000 0 0
Xylem Inc Common 98419M100 254 2,500 SH   SOLE   2,500 0 0
AMCOR PLC Common G0250X107 1,885 160,140 SH   SOLE   160,140 0 0
Medtronic PLC Common G5960L103 2,929 25,000 SH   SOLE   25,000 0 0