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
Allstate Corp COM 020002101 37,751,040 278,400 SH SOLE 278,400 0 0
Atkore Inc COM 047649108 29,829,460 263,000 SH SOLE 263,000 0 0
AstraZeneca Plc COM G0593M107 29,738,553 220,900 SH SOLE 220,900 0 0
Berkshire Hathaway Inc COM 084670108 39,371,724 84 SH SOLE 84 0 0
CBRE Group Inc COM 12504L109 24,627,200 320,000 SH SOLE 320,000 0 0
CVS Health Corporation COM 126650100 36,502,523 391,700 SH SOLE 391,700 0 0
Danaher Corp COM 235851102 23,967,426 90,300 SH SOLE 90,300 0 0
Alphabet Inc. COM 02079K305 27,130,725 307,500 SH SOLE 307,500 0 0
HP Inc. COM 40434L105 38,550,389 1,434,700 SH SOLE 1,434,700 0 0
International Business Machines Corp COM 459200101 33,137,328 235,200 SH SOLE 235,200 0 0
ICON PLC COM G4705A100 22,882,650 117,800 SH SOLE 117,800 0 0
Microsoft Corporation COM 594918104 53,647,734 223,700 SH SOLE 223,700 0 0
NVent Electric PLC COM G6700G107 27,709,941 720,300 SH SOLE 720,300 0 0
VISA Inc. COM 92826C839 35,485,408 170,800 SH SOLE 170,800 0 0
Whirlpool Corp COM 963320106 19,875,130 140,500 SH SOLE 140,500 0 0