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
3M CO COMMON 88579Y101 39,348 189,000 SH   SOLE   189,000 0 0
ABBOTT LABORATORIES COMMON 002824100 11,559 237,800 SH   SOLE   237,800 0 0
ABBVIE INC COMMON 00287Y109 24,784 341,800 SH   SOLE   341,800 0 0
ACCENTURE PLC-CL A COMMON G1151C101 42,670 345,000 SH   SOLE   345,000 0 0
ANALOG DEVICES INC COMMON 032654105 32,619 419,270 SH   SOLE   419,270 0 0
APPLE INC COMMON 037833100 168,359 1,169,000 SH   SOLE   1,169,000 0 0
AT&T INC COMMON 00206R102 20,072 532,000 SH   SOLE   532,000 0 0
BLACKROCK INC COMMON 09247X101 14,784 35,000 SH   SOLE   35,000 0 0
CARDINAL HEALTH INC COMMON 14149Y108 56,297 722,500 SH   SOLE   722,500 0 0
CHEVRON CORP COMMON 166764100 20,762 199,000 SH   SOLE   199,000 0 0
CHUBB LTD COMMON H1467J104 35,313 242,902 SH   SOLE   242,902 0 0
CISCO SYSTEMS INC COMMON 17275R102 74,635 2,384,500 SH   SOLE   2,384,500 0 0
CME GROUP INC COMMON 12572Q105 122,109 975,000 SH   SOLE   975,000 0 0
CONOCOPHILLIPS COMMON 20825C104 2,698 61,382 SH   SOLE   61,382 0 0
CUMMINS INC COMMON 231021106 2,758 17,000 SH   SOLE   17,000 0 0
DOVER CORP COMMON 260003108 63,919 796,800 SH   SOLE   796,800 0 0
DUKE ENERGY CORP COMMON 26441C204 4,347 52,000 SH   SOLE   52,000 0 0
ENBRIDGE INC COMMON 29250N105 11,681 293,428 SH   SOLE   293,428 0 0
GENERAL ELECTRIC CO COMMON 369604103 70,261 2,601,293 SH   SOLE   2,601,293 0 0
GENERAL MILLS INC COMMON 370334104 29,584 534,000 SH   SOLE   534,000 0 0
GENUINE PARTS CO COMMON 372460105 76,341 823,000 SH   SOLE   823,000 0 0
GILEAD SCIENCES INC COMMON 375558103 66,421 938,419 SH   SOLE   938,419 0 0
HASBRO INC COMMON 418056107 30,509 273,600 SH   SOLE   273,600 0 0
HOME DEPOT INC COMMON 437076102 45,185 294,554 SH   SOLE   294,554 0 0
HONEYWELL INTERNATIONAL INC COMMON 438516106 126,292 947,500 SH   SOLE   947,500 0 0
INTL BUSINESS MACHINES CORP COMMON 459200101 42,134 273,900 SH   SOLE   273,900 0 0
JOHNSON & JOHNSON COMMON 478160104 26,458 200,000 SH   SOLE   200,000 0 0
JP MORGAN CHASE COMMON 46625H100 5,484 60,000 SH   SOLE   60,000 0 0
LYONDELLBASELL COMMON N53745100 4,220 50,000 SH   SOLE   50,000 0 0
MCDONALD'S CORP COMMON 580135101 68,560 447,638 SH   SOLE   447,638 0 0
MICROSOFT CORP COMMON 594918104 63,760 925,000 SH   SOLE   925,000 0 0
NORFOLK SOUTHERN CORP COMMON 655844108 71,522 587,687 SH   SOLE   587,687 0 0
PEPSICO INC COMMON 713448108 13,801 119,500 SH   SOLE   119,500 0 0
PFIZER INC COMMON 717081103 13,234 394,000 SH   SOLE   394,000 0 0
PHILIP MORRIS INTERNATIONAL COMMON 718172109 96,962 825,562 SH   SOLE   825,562 0 0
PNC FINANCIAL SERVICES GROUP COMMON 693475105 59,064 473,000 SH   SOLE   473,000 0 0
POLARIS INDUSTRIES INC COMMON 731068102 71,939 780,000 SH   SOLE   780,000 0 0
PRAXAIR INC COMMON 74005P104 14,978 113,000 SH   SOLE   113,000 0 0
PROCTER & GAMBLE CO/THE COMMON 742718109 4,349 49,900 SH   SOLE   49,900 0 0
QUALCOMM INC COMMON 747525103 50,388 912,500 SH   SOLE   912,500 0 0
RPM INTERNATIONAL INC COMMON 749685103 44,989 824,725 SH   SOLE   824,725 0 0
THE WALT DISNEY CO. COMMON 254687106 57,588 542,000 SH   SOLE   542,000 0 0
UNITED TECHNOLOGIES CORP COMMON 913017109 2,564 21,000 SH   SOLE   21,000 0 0
UNITEDHEALTH GROUP INC COMMON 91324P102 86,929 468,822 SH   SOLE   468,822 0 0
US BANCORP COMMON 902973304 7,009 135,000 SH   SOLE   135,000 0 0
VALERO ENERGY CORP COMMON 91913Y100 23,742 351,940 SH   SOLE   351,940 0 0
VERIZON COMMUNICATIONS INC COMMON 92343V104 21,736 486,700 SH   SOLE   486,700 0 0
VF CORP COMMON 918204108 65,355 1,134,630 SH   SOLE   1,134,630 0 0