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
AIR PRODS & CHEMS INC COM 009158106   6,402,813 23,385 SH   SOLE   1,475 0 21,910
AMERICAN ELEC PWR CO INC COM 025537101   2,654,594 32,684 SH   SOLE   4,115 0 28,569
AMGEN INC COM 031162100   7,682,069 26,672 SH   SOLE   1,063 0 25,609
ANALOG DEVICES INC COM 032654105   3,277,233 16,505 SH   SOLE   680 0 15,825
APPLE INC COM 037833100   1,552,947 8,066 SH   SOLE   0 0 8,066
APPLIED MATLS INC COM 038222105   4,203,610 25,937 SH   SOLE   1,650 0 24,287
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   3,211,980 37,180 SH   SOLE   3,360 0 33,820
CISCO SYS INC COM 17275R102   2,343,623 46,390 SH   SOLE   6,930 0 39,460
CORNING INC COM 219350105   2,899,449 95,220 SH   SOLE   10,090 0 85,130
DEERE & CO COM 244199105   9,508,909 23,780 SH   SOLE   595 0 23,185
DUKE ENERGY CORP NEW COM NEW 26441C204   4,983,877 51,359 SH   SOLE   2,070 0 49,289
EATON CORP PLC SHS G29183103   11,764,057 48,850 SH   SOLE   1,710 0 47,140
GENERAL DYNAMICS CORP COM 369550108   7,493,297 28,857 SH   SOLE   1,500 0 27,357
ILLINOIS TOOL WKS INC COM 452308109   7,494,103 28,610 SH   SOLE   690 0 27,920
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   3,147,709 38,875 SH   SOLE   4,975 0 33,900
LOCKHEED MARTIN CORP COM 539830109   3,689,374 8,140 SH   SOLE   880 0 7,260
MCDONALDS CORP COM 580135101   7,328,245 24,715 SH   SOLE   600 0 24,115
MEDTRONIC PLC SHS G5960L103   3,629,416 44,057 SH   SOLE   3,850 0 40,207
MERCK & CO INC COM 58933Y105   7,420,991 68,070 SH   SOLE   4,340 0 63,730
MICROCHIP TECHNOLOGY INC. COM 595017104   2,881,702 31,955 SH   SOLE   1,730 0 30,225
MSC INDL DIRECT INC CL A 553530106   8,041,462 79,414 SH   SOLE   3,470 0 75,944
NORFOLK SOUTHN CORP COM 655844108   8,283,228 35,042 SH   SOLE   1,155 0 33,887
OMNICOM GROUP INC COM 681919106   5,694,521 65,825 SH   SOLE   2,620 0 63,205
PACCAR INC COM 693718108   7,392,203 75,701 SH   SOLE   3,960 0 71,741
PEPSICO INC COM 713448108   1,510,727 8,895 SH   SOLE   440 0 8,455
RTX CORPORATION COM 75513E101   827,349 9,833 SH   SOLE   2,566 0 7,267
SPDR S&P 500 ETF TR TR UNIT 78462F103   306,575 645 SH   SOLE   0 0 645
STAG INDL INC COM 85254J102   2,335,185 59,480 SH   SOLE   8,320 0 51,160
UNITED PARCEL SERVICE INC CL B 911312106   6,055,713 38,515 SH   SOLE   1,390 0 37,125
US BANCORP DEL COM NEW 902973304   4,814,467 111,240 SH   SOLE   8,380 0 102,860