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
ABBOTT LABS COM 002824100 5,134 91,300 SH   DFND 01,02 91,300 0 0
ALTRIA GROUP INC COM 02209S103 4,519 152,400 SH   DFND 01,02 152,400 0 0
AMERICAN ELEC PWR INC COM 025537101 4,522 109,464 SH   DFND 01,02 109,464 0 0
AT&T INC COM 00206R102 4,212 139,300 SH   DFND 01,02 139,300 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 2,023 101,600 SH   DFND 01,02 101,600 0 0
BOEING CO COM 097023105 6,000 81,800 SH   DFND 01,02 81,800 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,279 53,900 SH   DFND 01,02 53,900 0 0
COLGATE PALMOLIVE CO COM 194162103 6,215 67,270 SH   DFND 01,02 67,270 0 0
COMCAST CORP NEW CL A 20030N101 4,244 179,000 SH   DFND 01,02 179,000 0 0
CONOCOPHILLIPS COM 20825C104 2,959 40,600 SH   DFND 01,02 40,600 0 0
CRANE CO COM 224399105 84 1,800 SH   DFND 01,02 1,800 0 0
CSX CORP COM 126408103 82 3,900 SH   DFND 01,02 3,900 0 0
FIRSTENERGY CORP COM 337932107 4,399 99,300 SH   DFND 01,02 99,300 0 0
GENERAL DYNAMICS CORP COM 369550108 3,314 49,900 SH   DFND 01,02 49,900 0 0
GENERAL ELECTRIC CO COM 369604103 6,324 353,100 SH   DFND 01,02 353,100 0 0
GOOGLE INC CL A 38259P508 3,068 4,750 SH   DFND 01,02 4,750 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 141 17,000 SH   DFND 01,02 17,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 272 5,300 SH   DFND 01,02 5,300 0 0
JOHNSON&JOHNSON COM 478160104 3,994 60,900 SH   DFND 01,02 60,900 0 0
JPMORGAN CHASE & CO COM 46625H100 3,763 113,168 SH   DFND 01,02 113,168 0 0
LOWES COS INC COM 548661107 4,530 178,500 SH   DFND 01,02 178,500 0 0
M&T BANK CORP COM 55261F104 2,420 31,700 SH   DFND 01,02 31,700 0 0
MDU RES GROUP INC COM 552690109 4,002 186,500 SH   DFND 01,02 186,500 0 0
MERCK & CO INC NEW COM 58933Y105 5,981 158,651 SH   DFND 01,02 158,651 0 0
METLIFE INC COM COM 59156R108 2,186 70,100 SH   DFND 01,02 70,100 0 0
MICROSOFT CORP COM 594918104 7,213 277,847 SH   DFND 01,02 277,847 0 0
NORFOLK SOUTHERN CORP COM 655844108 121 1,665 SH   DFND 01,02 1,665 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 1,168 7,490 SH   DFND 01,02 7,490 0 0
TEXAS INSTRS INC COM 882508104 2,640 90,700 SH   DFND 01,02 90,700 0 0
TIMKEN CO COM 887389104 2,946 76,100 SH   DFND 01,02 76,100 0 0
TRINITY INDS INC COM 896522109 30 1,000 SH   DFND 01,02 1,000 0 0
UNION PAC CORP COM 907818108 95 900 SH   DFND 01,02 900 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,207 30,200 SH   DFND 01,02 30,200 0 0
WABTEC CORP COM 929740108 140 2,000 SH   DFND 01,02 2,000 0 0
WOODWARD INC COM 980745103 86 2,100 SH   DFND 01,02 2,100 0 0
XILINX INC COM 983919101 3,219 100,400 SH   DFND 01,02 100,400 0 0