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
ACCENTURE CL A ORD COMMON G1151C101 2,974,350 15,000 SH OTR 01 0 15,000 0
AIR PRODUCTS AND CHEMICALS ORD COMMON 009158106 7,189,628 24,750 SH OTR 01 0 24,750 0
ANALOG DEVICES ORD COMMON 032654105 2,658,060 8,355 SH OTR 01 0 8,355 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 14,628,960 72,000 SH OTR 01 0 72,000 0
COMCAST CL A ORD COMMON 20030N101 1,004,850 35,000 SH OTR 01 0 35,000 0
CUMMINS ORD COMMON 231021106 24,748,920 46,000 SH OTR 01 0 46,000 0
DOVER ORD COMMON 260003108 18,760,500 90,000 SH OTR 01 0 90,000 0
DUKE ENERGY ORD COMMON 26441C204 8,681,322 66,300 SH OTR 01 0 66,300 0
ENBRIDGE ORD COMMON 29250N105 16,751,891 309,418 SH OTR 01 0 309,418 0
HASBRO ORD COMMON 418056107 2,012,400 21,500 SH OTR 01 0 21,500 0
HOME DEPOT ORD COMMON 437076102 2,302,230 7,000 SH OTR 01 0 7,000 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 11,301,500 50,000 SH OTR 01 0 50,000 0
JOHNSON & JOHNSON ORD COMMON 478160104 6,111,000 25,000 SH OTR 01 0 25,000 0
JPMORGAN CHASE ORD COMMON 46625H100 13,678,440 46,500 SH OTR 01 0 46,500 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 1,424,542 17,683 SH OTR 01 0 17,683 0
MICROSOFT ORD COMMON 594918104 29,613,600 80,000 SH OTR 01 0 80,000 0
PINNACLE WEST ORD COMMON 723484101 1,507,019 14,958 SH OTR 01 0 14,958 0
REGIONS FINANCIAL ORD COMMON 7591EP100 977,933 37,440 SH OTR 01 0 37,440 0
RTX ORD COMMON 75513E101 7,716,000 40,000 SH OTR 01 0 40,000 0
THERMO FISHER SCIENTIFIC ORD COMMON 883556102 4,758,993 9,682 SH OTR 01 0 9,682 0
TJX ORD COMMON 872540109 4,391,750 27,500 SH OTR 01 0 27,500 0
US BANCORP ORD COMMON 902973304 4,160,800 80,000 SH OTR 01 0 80,000 0
WEC ENERGY GROUP ORD COMMON 92939U106 3,588,870 31,000 SH OTR 01 0 31,000 0
WESTERN ALLIANCE ORD COMMON 957638109 524,644 7,405 SH OTR 01 0 7,405 0