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
FLUOR CORP NEW COM 343412102 1,470 213,000 SH   SOLE 0 213,000 0 0
YUM CHINA HLDGS INC COM 98850P109 2,532 59,400 SH   SOLE 0 59,400 0 0
ALPHABET INC CAP STK CL A 02079K305 11,126 9,575 SH   SOLE 0 9,575 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,937 83,000 SH   SOLE 0 83,000 0 0
INVESCO LTD SHS G491BT108 3,670 404,237 SH   SOLE 0 404,237 0 0
CISCO SYS INC COM 17275R102 4,517 115,000 SH   SOLE 0 115,000 0 0
MICROSOFT CORP COM 594918104 33,593 213,100 SH   SOLE 0 213,100 0 0
CITIGROUP INC COM NEW 172967424 12,724 302,384 SH   SOLE 0 302,384 0 0
YUM BRANDS INC COM 988498101 3,845 56,100 SH   SOLE 0 56,100 0 0
3M CO COM 88579Y101 13,665 100,100 SH   SOLE 0 100,100 0 0
CATERPILLAR INC DEL COM 149123101 13,954 120,250 SH   SOLE 0 120,250 0 0
JPMORGAN CHASE & CO COM 46625H100 13,807 153,207 SH   SOLE 0 153,207 0 0
MARSH & MCLENNAN COS INC COM 571748102 7,459 86,426 SH   SOLE 0 86,426 0 0
BOEING CO COM 097023105 7,254 48,650 SH   SOLE 0 48,650 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 8,245 180,326 SH   SOLE 0 180,326 0 0
CHEVRON CORP NEW COM 166764100 8,818 121,864 SH   SOLE 0 121,864 0 0
EXXON MOBIL CORP COM 30231G102 6,865 180,980 SH   SOLE 0 180,980 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,920 52,443 SH   SOLE 0 52,443 0 0
RAYTHEON CO COM NEW 755111507 9,574 101,500 SH   SOLE 0 101,500 0 0
COLGATE PALMOLIVE CO COM 194162103 9,959 150,092 SH   SOLE 0 150,092 0 0
GENERAL ELECTRIC CO COM 369604103 1,872 236,396 SH   SOLE 0 236,396 0 0
AMERICAN EXPRESS CO COM 025816109 6,421 75,000 SH   SOLE 0 75,000 0 0
WELLS FARGO CO NEW COM 949746101 2,940 102,500 SH   SOLE 0 102,500 0 0
JOHNSON & JOHNSON COM 478160104 13,030 99,479 SH   SOLE 0 99,479 0 0
PROCTER AND GAMBLE CO COM 742718109 12,404 112,750 SH   SOLE 0 112,750 0 0
DISNEY WALT CO COM DISNEY 254687106 10,196 105,553 SH   SOLE 0 105,553 0 0
BANK AMER CORP COM 060505104 8,452 398,500 SH   SOLE 0 398,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 20,089 373,883 SH   SOLE 0 373,883 0 0
APPLE INC COM 037833100 16,821 66,150 SH   SOLE 0 66,150 0 0
MONDELEZ INTL INC CL A 609207105 15,834 316,230 SH   SOLE 0 316,230 0 0
LOCKHEED MARTIN CORP COM 539830109 5,763 17,000 SH   SOLE 0 17,000 0 0
ALCOA CORP COM 013872106 1,240 201,571 SH   SOLE 0 201,571 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,681 23,500 SH   SOLE 0 23,500 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,118 34,750 SH   SOLE 0 34,750 0 0
MASTERCARD INC CL A 57636Q104 4,717 19,500 SH   SOLE 0 19,500 0 0
WASTE MGMT INC DEL COM 94106L109 1,398 15,091 SH   SOLE 0 15,091 0 0
SIGNET JEWELERS LIMITED SHS G81276100 907 141,270 SH   SOLE 0 141,270 0 0
UNITED RENTALS INC COM 911363109 3,616 35,218 SH   SOLE 0 35,218 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,111 88,500 SH   SOLE 0 88,500 0 0
BOOKING HOLDINGS INC COM 09857L108 3,531 2,625 SH   SOLE 0 2,625 0 0
ORACLE CORP COM 68389X105 7,313 151,319 SH   SOLE 0 151,319 0 0
KINDER MORGAN INC DEL COM 49456B101 1,042 75,000 SH   SOLE 0 75,000 0 0
TIFFANY & CO NEW COM 886547108 4,548 35,116 SH   SOLE 0 35,116 0 0
ADOBE INC COM 00724F101 11,664 36,637 SH   SOLE 0 36,637 0 0
FASTENAL COM 311900104 767 24,603 SH   SOLE 0 24,603 0 0
LAUDER ESTEE COS INC CL A 518439104 2,645 16,600 SH   SOLE 0 16,600 0 0
WATERS CORP COM 941848103 1,853 10,180 SH   SOLE 0 10,180 0 0
FACEBOOK INC CL A 30303M102 9,607 57,600 SH   SOLE 0 57,600 0 0
ALTABA INC COM 021346101 3,386 172,500 SH   SOLE 0 172,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,759 17,500 SH   SOLE 0 17,500 0 0
SABRE CORP COM 78573M104 1,871 316,000 SH   SOLE 0 316,000 0 0
RALPH LAUREN CORP CL A 751212101 2,572 38,500 SH   SOLE 0 38,500 0 0
KIMBERLY CLARK CORP COM 494368103 3,107 24,300 SH   SOLE 0 24,300 0 0
INTL PAPER CO COM 460146103 3,577 115,010 SH   SOLE 0 115,010 0 0
TEXAS INSTRS INC COM 882508104 905 9,055 SH   SOLE 0 9,055 0 0
EMERSON ELEC CO COM 291011104 4,977 104,500 SH   SOLE 0 104,500 0 0
PEPSICO INC COM 713448108 7,718 64,300 SH   SOLE 0 64,300 0 0
BECTON DICKINSON & CO COM 075887109 6,853 29,865 SH   SOLE 0 29,865 0 0
GRAINGER W W INC COM 384802104 9,341 37,500 SH   SOLE 0 37,500 0 0
HONEYWELL INTL INC COM 438516106 5,291 39,545 SH   SOLE 0 39,545 0 0
RAYTHEON CO COM NEW 755111507 1,049 8,000 SH   SOLE 0 8,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,394 10,200 SH   SOLE 0 10,200 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,263 125,021 SH   SOLE 0 125,021 0 0
TJX COS INC NEW COM 872540109 3,885 81,268 SH   SOLE 0 81,268 0 0
APERGY CORP COM 03755L104 87 15,082 SH   SOLE 0 15,082 0 0
BALL CORP COM 058498106 4,025 62,332 SH   SOLE 0 62,332 0 0
TRAVELERS COMPANIES INC COM 89417E109 968 9,740 SH   SOLE 0 9,740 0 0
FOX CORP CL A COM 35137L105 1,047 44,333 SH   SOLE 0 44,333 0 0
DOW INC COM 260557103 852 29,155 SH   SOLE 0 29,155 0 0
CORTEVA INC COM 22052L104 716 30,521 SH   SOLE 0 30,521 0 0
AT&T INC COM 00206R102 1,749 60,000 SH   SOLE 0 60,000 0 0
KRAFT HEINZ CO COM 500754106 2,578 104,342 SH   SOLE 0 104,342 0 0
PAYPAL HLDGS INC COM 70450Y103 3,828 40,000 SH   SOLE 0 40,000 0 0
COMCAST CORP COM CL A 20030N101 2,612 76,000 SH   SOLE 0 76,000 0 0
NIKE INC CL B 654106103 5,550 67,000 SH   SOLE 0 67,000 0 0
HOME DEPOT INC COM 437076102 5,060 27,100 SH   SOLE 0 27,100 0 0
WABTEC CORP COM 929740108 43 900 SH   SOLE 0 900 0 0
COCA COLA CO COM 191216100 2,874 65,000 SH   SOLE 0 65,000 0 0
MERCK & CO INC COM 58933Y105 3,232 42,000 SH   SOLE 0 42,000 0 0
WALMART INC COM 931142103 3,520 31,000 SH   SOLE 0 31,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 2 333 SH   SOLE 0 333 0 0
VISA 'A' COM CL A 92826C839 1,248 7,750 SH   SOLE 0 7,750 0 0
PFIZER INC COM 717081103 1,730 53,000 SH   SOLE 0 53,000 0 0
LILLY ELI & CO COM 532457108 346 2,500 SH   SOLE 0 2,500 0 0
INTEL CORP COM 458140100 2,544 47,000 SH   SOLE 0 47,000 0 0
FEDEX CORP COM 31428X106 1,331 11,000 SH   SOLE 0 11,000 0 0
CME GROUP INC COM CL A 12572Q105 683 4,363 SH   SOLE 0 4,363 0 0
TITAN INTL INC ILL COM 88830M102 57 37,085 SH   SOLE 0 37,085 0 0
KEURIG DR PEPPER INC COM 49271V100 720 29,647 SH   SOLE 0 29,647 0 0
MCDONALDS CORP COM 580135101 3,471 21,000 SH   SOLE 0 21,000 0 0
MOODYS CORP COM 615369105 13 60 SH   SOLE 0 60 0 0