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
Expires: July 31, 2015
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 ORD COMMON 88579Y101 79,423,608 521,700 SH OTR 01 0 521,700 0
ABBOTT LABORATORIES ORD COMMON 002824100 157,390,772 1,157,200 SH OTR 01 0 1,157,200 0
ABBVIE ORD COMMON 00287Y109 260,833,224 1,405,200 SH OTR 01 0 1,405,200 0
ACCENTURE CL A ORD COMMON G1151C101 184,046,001 615,765 SH OTR 01 0 615,765 0
AGREE REALTY REIT ORD COMMON 008492100 57,680,870 789,500 SH OTR 01 0 789,500 0
AIR PRODUCTS AND CHEMICALS ORD COMMON 009158106 132,351,578 469,232 SH OTR 01 0 469,232 0
AMERICAN TOWER REIT COMMON 03027X100 13,261,200 60,000 SH OTR 01 0 60,000 0
ANALOG DEVICES ORD COMMON 032654105 134,389,424 564,614 SH OTR 01 0 564,614 0
APPLE ORD COMMON 037833100 86,171,400 420,000 SH OTR 01 0 420,000 0
AT&T ORD COMMON 00206R102 23,238,820 803,000 SH OTR 01 0 803,000 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 55,835,820 181,050 SH OTR 01 0 181,050 0
BLACKROCK ORD COMMON 09290D101 121,503,150 115,800 SH OTR 01 0 115,800 0
BROADCOM ORD COMMON 11135F101 94,410,125 342,500 SH OTR 01 0 342,500 0
CHEVRON ORD COMMON 166764100 91,063,256 635,961 SH OTR 01 0 635,961 0
CHUBB ORD COMMON H1467J104 114,073,773 393,738 SH OTR 01 0 393,738 0
CISCO SYSTEMS ORD COMMON 17275R102 92,552,920 1,334,000 SH OTR 01 0 1,334,000 0
CME GROUP CL A ORD COMMON 12572Q105 8,241,038 29,900 SH OTR 01 0 29,900 0
COMCAST CL A ORD COMMON 20030N101 37,028,375 1,037,500 SH OTR 01 0 1,037,500 0
CUMMINS ORD COMMON 231021106 198,596,000 606,400 SH OTR 01 0 606,400 0
DOLLAR GENERAL ORD COMMON 256677105 44,215,533 386,567 SH OTR 01 0 386,567 0
DOVER ORD COMMON 260003108 67,571,559 368,780 SH OTR 01 0 368,780 0
DUKE ENERGY ORD COMMON 26441C204 93,788,288 794,816 SH OTR 01 0 794,816 0
ENBRIDGE ORD COMMON 29250N105 74,643,173 1,647,025 SH OTR 01 0 1,647,025 0
EXXON MOBIL ORD COMMON 30231G102 126,363,160 1,172,200 SH OTR 01 0 1,172,200 0
HASBRO ORD COMMON 418056107 77,287,178 1,046,968 SH OTR 01 0 1,046,968 0
HL ACQUISITION, INC., DBA HOSTA COMMON 9941487P3 587,020 20,103 SH OTR 01 0 20,103 0
HOME DEPOT ORD COMMON 437076102 83,024,161 226,446 SH OTR 01 0 226,446 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 57,055,600 245,000 SH OTR 01 0 245,000 0
JOHNSON & JOHNSON ORD COMMON 478160104 162,831,500 1,066,000 SH OTR 01 0 1,066,000 0
JPMORGAN CHASE ORD COMMON 46625H100 438,398,713 1,512,189 SH OTR 01 0 1,512,189 0
KINGSTONE COMPANIES, INC WARRANT 9941426E2 1,260,000 90,000 SH OTR 01 0 90,000 0
LAM RESEARCH ORD COMMON US5128073 242,581,987 2,492,110 SH OTR 01 0 2,492,110 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 45,458,635 785,666 SH OTR 01 0 785,666 0
MASTERCARD CL A ORD COMMON 57636Q104 34,278,340 61,000 SH OTR 01 0 61,000 0
MCDONALD'S ORD COMMON 580135101 113,654,130 389,000 SH OTR 01 0 389,000 0
MICROCHIP TECHNOLOGY ORD COMMON 595017104 35,825,367 509,100 SH OTR 01 0 509,100 0
MICROSOFT ORD COMMON 594918104 588,931,948 1,183,997 SH OTR 01 0 1,183,997 0
MONDELEZ INTERNATIONAL CL A ORD COMMON 609207105 78,196,680 1,159,500 SH OTR 01 0 1,159,500 0
NATIONAL STORAGE AFFILIATES ORD COMMON 637870106 28,587,991 893,654 SH OTR 01 0 893,654 0
NEXTERA ENERGY ORD COMMON 65339F101 34,085,220 491,000 SH OTR 01 0 491,000 0
NORFOLK SOUTHERN ORD COMMON 655844108 67,678,468 264,400 SH OTR 01 0 264,400 0
OWENS CORNIING ORD COMMON 690742101 29,154,240 212,000 SH OTR 01 0 212,000 0
PEPSICO ORD COMMON 713448108 163,795,620 1,240,500 SH OTR 01 0 1,240,500 0
PFIZER ORD COMMON 717081103 84,397,014 3,481,725 SH OTR 01 0 3,481,725 0
PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 44,154,687 242,435 SH OTR 01 0 242,435 0
PINNACLE WEST ORD COMMON 723484101 26,558,096 296,838 SH OTR 01 0 296,838 0
PROCTER & GAMBLE ORD COMMON 742718109 163,701,937 1,027,504 SH OTR 01 0 1,027,504 0
PROLOGIS REIT COMMON 74340W103 17,660,160 168,000 SH OTR 01 0 168,000 0
QUALCOMM ORD COMMON 747525103 68,083,650 427,500 SH OTR 01 0 427,500 0
REGIONS FINANCIAL ORD COMMON 7591EP100 83,399,403 3,545,893 SH OTR 01 0 3,545,893 0
RPM ORD COMMON 749685103 113,498,002 1,033,303 SH OTR 01 0 1,033,303 0
RTX ORD COMMON 75513E101 163,822,174 1,121,916 SH OTR 01 0 1,121,916 0
SNAP ON ORD COMMON 833034101 38,555,202 123,900 SH OTR 01 0 123,900 0
TJX ORD COMMON 872540109 118,920,870 963,000 SH OTR 01 0 963,000 0
UNITEDHEALTH GRP ORD COMMON 91324P102 68,658,670 220,081 SH OTR 01 0 220,081 0
US BANCORP ORD COMMON 902973304 99,527,375 2,199,500 SH OTR 01 0 2,199,500 0
VALERO ENERGY ORD COMMON 91913Y100 47,925,838 356,538 SH OTR 01 0 356,538 0
VERIZON COMMUNICATIONS ORD COMMON 92343V104 17,537,374 405,301 SH OTR 01 0 405,301 0
WEC ENERGY GROUP ORD COMMON 92939U106 101,938,860 978,300 SH OTR 01 0 978,300 0
WESTERN ALLIANCE ORD COMMON 957638109 56,535,500 725,000 SH OTR 01 0 725,000 0