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 41,489 189,000 SH   SOLE   189,000 0 0
ABBOTT LABORATORIES COMMON 002824100 14,249 237,800 SH   SOLE   237,800 0 0
ABBVIE INC COMMON 00287Y109 32,351 341,800 SH   SOLE   341,800 0 0
ACCENTURE PLC-CL A COMMON G1151C101 52,958 345,000 SH   SOLE   345,000 0 0
AMERICA TOWER CORP COMMON 03027X100 12,226 84,119 SH   SOLE   84,119 0 0
ANALOG DEVICES INC COMMON 032654105 38,208 419,270 SH   SOLE   419,270 0 0
APPLE INC COMMON 037833100 196,135 1,169,000 SH   SOLE   1,169,000 0 0
AT&T INC COMMON 00206R102 18,966 532,000 SH   SOLE   532,000 0 0
AUTOMATIC DATA PROCESSING COMMON 053015103 2,922 25,750 SH   SOLE   25,750 0 0
BLACKROCK INC COMMON 09247X101 18,960 35,000 SH   SOLE   35,000 0 0
BROADCOM LTD COMMON Y09827109 43,807 185,900 SH   SOLE   185,900 0 0
CHEVRON CORP COMMON 166764100 22,694 199,000 SH   SOLE   199,000 0 0
CHUBB LTD COMMON H1467J104 33,222 242,902 SH   SOLE   242,902 0 0
CISCO SYSTEMS INC COMMON 17275R102 102,271 2,384,500 SH   SOLE   2,384,500 0 0
CME GROUP INC COMMON 12572Q105 157,697 975,000 SH   SOLE   975,000 0 0
CUMMINS INC COMMON 231021106 2,756 17,000 SH   SOLE   17,000 0 0
DOVER CORP COMMON 260003108 78,262 796,800 SH   SOLE   796,800 0 0
DUKE ENERGY CORP COMMON 26441C204 24,016 310,000 SH   SOLE   310,000 0 0
ENBRIDGE INC COMMON 29250N105 9,234 293,428 SH   SOLE   293,428 0 0
GENUINE PARTS CO COMMON 372460105 73,938 823,000 SH   SOLE   823,000 0 0
GILEAD SCIENCES INC COMMON 375558103 70,747 938,419 SH   SOLE   938,419 0 0
HASBRO INC COMMON 418056107 23,064 273,600 SH   SOLE   273,600 0 0
HOME DEPOT INC COMMON 437076102 60,166 337,554 SH   SOLE   337,554 0 0
HONEYWELL INTERNATIONAL INC COMMON 438516106 136,923 947,500 SH   SOLE   947,500 0 0
INTL BUSINESS MACHINES CORP COMMON 459200101 42,608 277,700 SH   SOLE   277,700 0 0
JOHNSON & JOHNSON COMMON 478160104 25,630 200,000 SH   SOLE   200,000 0 0
JP MORGAN CHASE COMMON 46625H100 6,598 60,000 SH   SOLE   60,000 0 0
LYONDELLBASELL COMMON N53745100 6,868 64,991 SH   SOLE   64,991 0 0
MCDONALD'S CORP COMMON 580135101 70,002 447,638 SH   SOLE   447,638 0 0
MICROSOFT CORP COMMON 594918104 85,150 932,950 SH   SOLE   932,950 0 0
NORFOLK SOUTHERN CORP COMMON 655844108 79,796 587,687 SH   SOLE   587,687 0 0
PEPSICO INC COMMON 713448108 13,043 119,500 SH   SOLE   119,500 0 0
PFIZER INC COMMON 717081103 13,983 394,000 SH   SOLE   394,000 0 0
PHILIP MORRIS INTERNATIONAL COMMON 718172109 82,061 825,562 SH   SOLE   825,562 0 0
PNC FINANCIAL SERVICES GROUP COMMON 693475105 71,537 473,000 SH   SOLE   473,000 0 0
POLARIS INDUSTRIES INC COMMON 731068102 89,326 780,000 SH   SOLE   780,000 0 0
PRAXAIR INC COMMON 74005P104 16,306 113,000 SH   SOLE   113,000 0 0
PROCTER & GAMBLE CO/THE COMMON 742718109 3,956 49,900 SH   SOLE   49,900 0 0
PUBLIC STORAGE COMMON 74460D109 17,763 88,642 SH   SOLE   88,642 0 0
QUALCOMM INC COMMON 747525103 50,562 912,500 SH   SOLE   912,500 0 0
RPM INTERNATIONAL INC COMMON 749685103 39,315 824,725 SH   SOLE   824,725 0 0
THE WALT DISNEY CO. COMMON 254687106 54,438 542,000 SH   SOLE   542,000 0 0
UNITED TECHNOLOGIES CORP COMMON 913017109 2,642 21,000 SH   SOLE   21,000 0 0
UNITEDHEALTH GROUP INC COMMON 91324P102 100,328 468,822 SH   SOLE   468,822 0 0
US BANCORP COMMON 902973304 6,818 135,000 SH   SOLE   135,000 0 0
VALERO ENERGY CORP COMMON 91913Y100 41,982 452,540 SH   SOLE   452,540 0 0
VERIZON COMMUNICATIONS INC COMMON 92343V104 23,274 486,700 SH   SOLE   486,700 0 0
VF CORP COMMON 918204108 84,099 1,134,630 SH   SOLE   1,134,630 0 0