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 21,562,090 211,000 SH   SOLE   211,000 0 0
ABBOTT LABORATORIES ORD COMMON 002824100 BBG000B9ZZG4 24,709,798 237,800 SH   SOLE   237,800 0 0
ABBVIE ORD COMMON 00287Y109 BBG003P7K0B5 97,217,536 566,800 SH   SOLE   566,800 0 0
ACCENTURE CL A ORD COMMON G1151C101 BBG000D9DC22 104,676,450 345,000 SH   SOLE   345,000 0 0
AIR PRODUCTS AND CHEMICALS ORD COMMON 009158106 BBG000BC4LR0 37,649,495 145,900 SH   SOLE   145,900 0 0
AMERICAN TOWER REIT COMMON 03027X100 BBG000B9Y214 39,190,701 201,619 SH   SOLE   201,619 0 0
ANALOG DEVICES ORD COMMON 032654105 BBG000BB6RX0 101,774,286 445,870 SH   SOLE   445,870 0 0
APPLE ORD COMMON 037833100 BBG000B9Y5X2 669,985,590 3,181,016 SH   SOLE   3,181,016 0 0
AT&T ORD COMMON 00206R102 BBG000BSJLV4 10,166,520 532,000 SH   SOLE   532,000 0 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 BBG000JG1MT2 55,555,098 232,750 SH   SOLE   232,750 0 0
BAXTER INTERNATIONAL ORD COMMON 071813109 BBG000BCVLK7 29,522,970 882,600 SH   SOLE   882,600 0 0
BLACKROCK ORD COMMON 09247X101 BBG000C2PYL6 30,901,523 39,249 SH   SOLE   39,249 0 0
BROADCOM ORD COMMON 11135F101 BBG00KHY5SQ7 415,671,717 258,900 SH   SOLE   258,900 0 0
CHEVRON ORD COMMON 166764100 BBG000K4NHJ5 5,496,442 35,139 SH   SOLE   35,139 0 0
CHUBB ORD COMMON H1467J104 BBG000BR16M8 92,569,042 362,902 SH   SOLE   362,902 0 0
CISCO SYSTEMS ORD COMMON 17275R102 BBG000C3JBN9 120,984,215 2,546,500 SH   SOLE   2,546,500 0 0
CME GROUP CL A ORD COMMON 12572Q105 BBG000BHMC53 196,993,200 1,002,000 SH   SOLE   1,002,000 0 0
COMCAST CL A ORD COMMON 20030N101 BBG000BFTG15 30,413,614 776,650 SH   SOLE   776,650 0 0
DOLLAR GENERAL ORD COMMON 256677105 BBG000NV1PS8 7,272,650 55,000 SH   SOLE   55,000 0 0
DOVER ORD COMMON 260003108 BBG000BHB4Z0 152,227,620 843,600 SH   SOLE   843,600 0 0
DUKE ENERGY ORD COMMON 26441C204 BBG000BHGGD2 3,887,320 38,784 SH   SOLE   38,784 0 0
ENBRIDGE ORD COMMON 29250N105 BBG000K5M411 6,613,619 185,828 SH   SOLE   185,828 0 0
ESTEE LAUDER CL A ORD COMMON 518439104 BBG000FKJVN4 7,012,292 65,905 SH   SOLE   65,905 0 0
HASBRO ORD COMMON 418056107 BBG000BKVWG0 15,245,100 260,600 SH   SOLE   260,600 0 0
HOME DEPOT ORD COMMON 437076102 BBG000BKZDM1 146,664,829 426,054 SH   SOLE   426,054 0 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 BBG000H56NZ4 178,839,750 837,500 SH   SOLE   837,500 0 0
JOHNSON & JOHNSON ORD COMMON 478160104 BBG000BMHZY5 29,378,160 201,000 SH   SOLE   201,000 0 0
JPMORGAN CHASE ORD COMMON 46625H100 BBG000DMBZW1 18,203,400 90,000 SH   SOLE   90,000 0 0
LAM RESEARCH ORD COMMON 512807108 BBG000BNFW27 29,521,901 27,724 SH   SOLE   27,724 0 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 BBG000WCFWH2 21,235,659 221,991 SH   SOLE   221,991 0 0
MCDONALD'S ORD COMMON 580135101 BBG000BNT1L9 114,076,068 447,638 SH   SOLE   447,638 0 0
MICROCHIP TECHNOLOGY ORD COMMON 595017104 BBG000BHD1P5 71,575,875 782,250 SH   SOLE   782,250 0 0
MICROSOFT ORD COMMON 594918104 BBG000BPHFS9 409,070,988 915,250 SH   SOLE   915,250 0 0
MONDELEZ INTERNATIONAL CL A ORD COMMON 609207105 BBG000D4M6H0 94,757,120 1,448,000 SH   SOLE   1,448,000 0 0
NATIONAL STORAGE AFFILIATES ORD COMMON 637870106 BBG008417VT8 3,381,277 82,030 SH   SOLE   82,030 0 0
NEXTERA ENERGY ORD COMMON 65339F101 BBG000BJSF01 3,398,880 48,000 SH   SOLE   48,000 0 0
NORFOLK SOUTHERN ORD COMMON 655844108 BBG000BQ5GM4 126,170,522 587,687 SH   SOLE   587,687 0 0
PEPSICO ORD COMMON 713448108 BBG000DH7TN1 21,028,575 127,500 SH   SOLE   127,500 0 0
PFIZER ORD COMMON 717081103 BBG000BR2F10 16,203,218 579,100 SH   SOLE   579,100 0 0
PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 BBG000J2XPB0 111,635,261 1,101,700 SH   SOLE   1,101,700 0 0
PINNACLE WEST ORD COMMON 723484101 BBG000BRDVJ4 55,716,155 729,460 SH   SOLE   729,460 0 0
PROCTER & GAMBLE ORD COMMON 742718109 BBG000BR2WS4 8,229,508 49,900 SH   SOLE   49,900 0 0
PROLOGIS REIT COMMON 74340W103 BBG000B9Z339 66,262,900 590,000 SH   SOLE   590,000 0 0
QUALCOMM ORD COMMON 747525103 BBG000CGCDW3 190,714,850 957,500 SH   SOLE   957,500 0 0
RPM ORD COMMON 749685103 BBG000DCPNF4 88,806,388 824,725 SH   SOLE   824,725 0 0
RTX ORD COMMON 75513E101 BBG000BW8TX8 7,127,690 71,000 SH   SOLE   71,000 0 0
SNAP ON ORD COMMON 833034101 BBG000BT7MD3 88,026,742 336,764 SH   SOLE   336,764 0 0
TJX ORD COMMON 872540109 BBG000BV8G95 95,401,650 866,500 SH   SOLE   866,500 0 0
UNITEDHEALTH GRP ORD COMMON 91324P102 BBG000CH53T5 238,752,292 468,822 SH   SOLE   468,822 0 0
US BANCORP ORD COMMON 902973304 BBG000FFFQT4 30,310,950 763,500 SH   SOLE   763,500 0 0
VALERO ENERGY ORD COMMON 91913Y100 BBG000BBGKP3 80,674,966 514,640 SH   SOLE   514,640 0 0
VERIZON COMMUNICATIONS ORD COMMON 92343V104 BBG000HS79Q4 20,071,508 486,700 SH   SOLE   486,700 0 0