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   5,804,789 23,960 SH   SOLE   1,545 0 22,415
AMERICAN ELEC PWR CO INC COM 025537101   2,683,220 31,164 SH   SOLE   4,115 0 27,049
AMGEN INC COM 031162100   7,455,439 26,222 SH   SOLE   1,063 0 25,159
ANALOG DEVICES INC COM 032654105   3,167,607 16,015 SH   SOLE   680 0 15,335
APPLE INC COM 037833100   1,383,158 8,066 SH   SOLE   0 0 8,066
APPLIED MATLS INC COM 038222105   5,080,889 24,637 SH   SOLE   1,650 0 22,987
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   2,763,882 36,300 SH   SOLE   3,360 0 32,940
CISCO SYS INC COM 17275R102   2,234,471 44,770 SH   SOLE   6,930 0 37,840
CORNING INC COM 219350105   5,387,806 163,465 SH   SOLE   13,000 0 150,465
DEERE & CO COM 244199105   9,590,779 23,350 SH   SOLE   595 0 22,755
DUKE ENERGY CORP NEW COM NEW 26441C204   4,879,890 50,459 SH   SOLE   2,070 0 48,389
EATON CORP PLC SHS G29183103   14,814,778 47,380 SH   SOLE   1,710 0 45,670
GENERAL DYNAMICS CORP COM 369550108   7,948,421 28,137 SH   SOLE   1,500 0 26,637
ILLINOIS TOOL WKS INC COM 452308109   7,554,831 28,155 SH   SOLE   690 0 27,465
LOCKHEED MARTIN CORP COM 539830109   3,702,642 8,140 SH   SOLE   880 0 7,260
MCDONALDS CORP COM 580135101   6,897,907 24,465 SH   SOLE   600 0 23,865
MEDTRONIC PLC SHS G5960L103   4,822,010 55,330 SH   SOLE   4,410 0 50,920
MERCK & CO INC COM 58933Y105   8,768,078 66,450 SH   SOLE   4,340 0 62,110
MICROCHIP TECHNOLOGY INC. COM 595017104   2,816,445 31,395 SH   SOLE   1,730 0 29,665
MSC INDL DIRECT INC CL A 553530106   7,552,041 77,824 SH   SOLE   3,470 0 74,354
NORFOLK SOUTHN CORP COM 655844108   8,714,005 34,190 SH   SOLE   1,155 0 33,035
OMNICOM GROUP INC COM 681919106   6,208,605 64,165 SH   SOLE   2,620 0 61,545
PACCAR INC COM 693718108   9,102,322 73,471 SH   SOLE   3,960 0 69,511
PEPSICO INC COM 713448108   1,486,710 8,495 SH   SOLE   440 0 8,055
RTX CORPORATION COM 75513E101   959,012 9,833 SH   SOLE   2,566 0 7,267
SPDR S&P 500 ETF TR TR UNIT 78462F103   337,380 645 SH   SOLE   0 0 645
STAG INDL INC COM 85254J102   2,197,615 57,170 SH   SOLE   8,320 0 48,850
UNITED PARCEL SERVICE INC CL B 911312106   5,645,711 37,985 SH   SOLE   1,390 0 36,595
US BANCORP DEL COM NEW 902973304   4,822,772 107,892 SH   SOLE   8,380 0 99,512