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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M ORD COMMON 88579Y101 BBG000BP5522 48,841,554 521,700 SH   OTR 1 0 521,700 0
ABBOTT LABORATORIES ORD COMMON 002824100 BBG000B9ZZG4 112,074,820 1,157,200 SH   OTR 1 0 1,157,200 0
ABBVIE ORD COMMON 00287Y109 BBG003P7K0B5 209,459,112 1,405,200 SH   OTR 1 0 1,405,200 0
ACCENTURE CL A ORD COMMON G1151C101 BBG000D9DC22 207,042,813 674,165 SH   OTR 1 0 674,165 0
AGREE REALTY REIT ORD COMMON 008492100 BBG000BC9H21 21,101,680 382,000 SH   OTR 1 0 382,000 0
AIR PRODUCTS AND CHEMICALS ORD COMMON 009158106 BBG000BC4LR0 132,980,349 469,232 SH   OTR 1 0 469,232 0
AMERICAN TOWER REIT COMMON 03027X100 BBG000B9Y214 9,867,000 60,000 SH   OTR 1 0 60,000 0
ANALOG DEVICES ORD COMMON 032654105 BBG000BB6RX0 98,858,265 564,614 SH   OTR 1 0 564,614 0
APPLE ORD COMMON 037833100 BBG000B9Y5X2 105,465,360 616,000 SH   OTR 1 0 616,000 0
AT&T ORD COMMON 00206R102 BBG000BSJLV4 12,061,060 803,000 SH   OTR 1 0 803,000 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 BBG000JG1MT2 43,557,009 181,050 SH   OTR 1 0 181,050 0
BAXTER INTERNATIONAL ORD COMMON 071813109 BBG000BCVLK7 25,361,280 672,000 SH   OTR 1 0 672,000 0
BLACKROCK ORD COMMON 09247X101 BBG000C2PYL6 250,126,981 386,900 SH   OTR 1 0 386,900 0
BROADCOM ORD COMMON 11135F101 BBG00KHY5SQ7 182,935,245 220,250 SH   OTR 1 0 220,250 0
CHEVRON ORD COMMON 166764100 BBG000K4NHJ5 107,235,744 635,961 SH   OTR 1 0 635,961 0
CHUBB ORD COMMON H1467J104 BBG000BR16M8 81,968,377 393,738 SH   OTR 1 0 393,738 0
CISCO SYSTEMS ORD COMMON 17275R102 BBG000C3JBN9 71,715,840 1,334,000 SH   OTR 1 0 1,334,000 0
CME GROUP CL A ORD COMMON 12572Q105 BBG000BHMC53 5,986,578 29,900 SH   OTR 1 0 29,900 0
COMCAST CL A ORD COMMON 20030N101 BBG000BFTG15 46,002,750 1,037,500 SH   OTR 1 0 1,037,500 0
CUMMINS ORD COMMON 231021106 BBG000BGPXY4 138,538,144 606,400 SH   OTR 1 0 606,400 0
DOVER ORD COMMON 260003108 BBG000BHB4Z0 51,448,498 368,780 SH   OTR 1 0 368,780 0
DUKE ENERGY ORD COMMON 26441C204 BBG000BHGGD2 46,212,936 523,600 SH   OTR 1 0 523,600 0
ENBRIDGE ORD COMMON 29250N105 BBG000K5M411 54,664,760 1,647,025 SH   OTR 1 0 1,647,025 0
ESTEE LAUDER CL A ORD COMMON 518439104 BBG000FKJVN4 29,994,125 207,500 SH   OTR 1 0 207,500 0
EXXON MOBIL ORD COMMON 30231G102 BBG000GZQBJ1 137,827,276 1,172,200 SH   OTR 1 0 1,172,200 0
HASBRO ORD COMMON 418056107 BBG000BKVWG0 69,246,464 1,046,968 SH   OTR 1 0 1,046,968 0
HOME DEPOT ORD COMMON 437076102 BBG000BKZDM1 68,422,923 226,446 SH   OTR 1 0 226,446 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 BBG000H56NZ4 45,261,300 245,000 SH   OTR 1 0 245,000 0
JOHNSON & JOHNSON ORD COMMON 478160104 BBG000BMHZY5 166,029,500 1,066,000 SH   OTR 1 0 1,066,000 0
JPMORGAN CHASE ORD COMMON 46625H100 BBG000DMBZW1 291,780,240 2,012,000 SH   OTR 1 0 2,012,000 0
KINGSTONE COMPANIES, INC WARRANT 9941426E2   22,500 90,000 SH   OTR 1 0 90,000 0
LAM RESEARCH ORD COMMON 512807108 BBG000BNFW27 156,197,978 249,211 SH   OTR 1 0 249,211 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 BBG000WCFWH2 70,519,870 744,666 SH   OTR 1 0 744,666 0
MASTERCARD CL A ORD COMMON 57636Q104 BBG000F20WW2 14,846,625 37,500 SH   OTR 1 0 37,500 0
MCDONALD'S ORD COMMON 580135101 BBG000BNT1L9 102,478,160 389,000 SH   OTR 1 0 389,000 0
MICROCHIP TECHNOLOGY ORD COMMON 595017104 BBG000BHD1P5 9,725,030 124,600 SH   OTR 1 0 124,600 0
MICROSOFT ORD COMMON 594918104 BBG000BPHFS9 381,425,053 1,207,997 SH   OTR 1 0 1,207,997 0
MONDELEZ INTERNATIONAL CL A ORD COMMON 609207105 BBG000D4M6H0 60,343,300 869,500 SH   OTR 1 0 869,500 0
NATIONAL STORAGE AFFILIATES ORD COMMON 637870106 BBG008417VT8 28,364,578 893,654 SH   OTR 1 0 893,654 0
NEXTERA ENERGY ORD COMMON 65339F101 BBG000BJSF01 24,863,860 434,000 SH   OTR 1 0 434,000 0
NORFOLK SOUTHERN ORD COMMON 655844108 BBG000BQ5GM4 52,068,292 264,400 SH   OTR 1 0 264,400 0
PEPSICO ORD COMMON 713448108 BBG000DH7TN1 210,190,320 1,240,500 SH   OTR 1 0 1,240,500 0
PFIZER ORD COMMON 717081103 BBG000BR2F10 115,488,818 3,481,725 SH   OTR 1 0 3,481,725 0
PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 BBG000J2XPB0 22,444,632 242,435 SH   OTR 1 0 242,435 0
PINNACLE WEST ORD COMMON 723484101 BBG000BRDVJ4 21,871,024 296,838 SH   OTR 1 0 296,838 0
PNC FINANCIAL SERVICES GROUP ORD COMMON 693475105 BBG000BRD2F2 62,612,700 510,000 SH   OTR 1 0 510,000 0
PROCTER & GAMBLE ORD COMMON 742718109 BBG000BR2WS4 149,871,733 1,027,504 SH   OTR 1 0 1,027,504 0
PROLOGIS REIT COMMON 74340W103 BBG000B9Z339 18,851,280 168,000 SH   OTR 1 0 168,000 0
QUALCOMM ORD COMMON 747525103 BBG000CGCDW3 47,478,150 427,500 SH   OTR 1 0 427,500 0
RPM ORD COMMON 749685103 BBG000DCPNF4 97,967,457 1,033,303 SH   OTR 1 0 1,033,303 0
RTX ORD COMMON 75513E101 BBG000BW8TX8 80,744,295 1,121,916 SH   OTR 1 0 1,121,916 0
SNAP ON ORD COMMON 833034101 BBG000BT7MD3 31,601,934 123,900 SH   OTR 1 0 123,900 0
TJX ORD COMMON 872540109 BBG000BV8G95 85,591,440 963,000 SH   OTR 1 0 963,000 0
UNITEDHEALTH GRP ORD COMMON 91324P102 BBG000CH53T5 110,962,639 220,081 SH   OTR 1 0 220,081 0
US BANCORP ORD COMMON 902973304 BBG000FFFQT4 72,715,470 2,199,500 SH   OTR 1 0 2,199,500 0
VALERO ENERGY ORD COMMON 91913Y100 BBG000BBGKP3 50,525,000 356,538 SH   OTR 1 0 356,538 0
VERIZON COMMUNICATIONS ORD COMMON 92343V104 BBG000HS79Q4 13,135,805 405,301 SH   OTR 1 0 405,301 0
VF ORD COMMON 918204108 BBG000BWCLX0 8,835,000 500,000 SH   OTR 1 0 500,000 0
VISTRA EQY WARRANT WARRANT 92840M128   5,940 36,510 SH   OTR 1 0 36,510 0
WEC ENERGY GROUP ORD COMMON 92939U106 BBG000BWP918 78,802,065 978,300 SH   OTR 1 0 978,300 0