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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M ORD COMMON 88579Y101 BBG000BP5522 52,216,953 521,700 SH   OTR 1 0 521,700 0
ABBOTT LABORATORIES ORD COMMON 002824100 BBG000B9ZZG4 126,157,944 1,157,200 SH   OTR 1 0 1,157,200 0
ABBVIE ORD COMMON 00287Y109 BBG003P7K0B5 189,322,596 1,405,200 SH   OTR 1 0 1,405,200 0
ACCENTURE CL A ORD COMMON G1151C101 BBG000D9DC22 208,033,836 674,165 SH   OTR 1 0 674,165 0
AGREE REALTY REIT ORD COMMON 008492100 BBG000BC9H21 24,978,980 382,000 SH   OTR 1 0 382,000 0
AIR PRODUCTS AND CHEMICALS ORD COMMON 009158106 BBG000BC4LR0 140,549,061 469,232 SH   OTR 1 0 469,232 0
AMERICAN TOWER REIT COMMON 03027X100 BBG000B9Y214 11,636,400 60,000 SH   OTR 1 0 60,000 0
ANALOG DEVICES ORD COMMON 032654105 BBG000BB6RX0 109,992,453 564,614 SH   OTR 1 0 564,614 0
APPLE ORD COMMON 037833100 BBG000B9Y5X2 119,485,520 616,000 SH   OTR 1 0 616,000 0
AT&T ORD COMMON 00206R102 BBG000BSJLV4 12,807,850 803,000 SH   OTR 1 0 803,000 0
AUTOMATIC DATA PROCESSING ORD COMMON 053015103 BBG000JG1MT2 39,792,980 181,050 SH   OTR 1 0 181,050 0
BAXTER INTERNATIONAL ORD COMMON 071813109 BBG000BCVLK7 24,237,920 532,000 SH   OTR 1 0 532,000 0
BLACKROCK ORD COMMON 09247X101 BBG000C2PYL6 267,402,066 386,900 SH   OTR 1 0 386,900 0
BROADCOM ORD COMMON 11135F101 BBG00KHY5SQ7 191,051,458 220,250 SH   OTR 1 0 220,250 0
CHEVRON ORD COMMON 166764100 BBG000K4NHJ5 100,068,463 635,961 SH   OTR 1 0 635,961 0
CHUBB ORD COMMON H1467J104 BBG000BR16M8 75,818,189 393,738 SH   OTR 1 0 393,738 0
CISCO SYSTEMS ORD COMMON 17275R102 BBG000C3JBN9 69,021,160 1,334,000 SH   OTR 1 0 1,334,000 0
CME GROUP CL A ORD COMMON 12572Q105 BBG000BHMC53 5,540,171 29,900 SH   OTR 1 0 29,900 0
COMCAST CL A ORD COMMON 20030N101 BBG000BFTG15 43,108,125 1,037,500 SH   OTR 1 0 1,037,500 0
CUMMINS ORD COMMON 231021106 BBG000BGPXY4 148,665,024 606,400 SH   OTR 1 0 606,400 0
DOVER ORD COMMON 260003108 BBG000BHB4Z0 54,450,367 368,780 SH   OTR 1 0 368,780 0
DUKE ENERGY ORD COMMON 26441C204 BBG000BHGGD2 46,987,864 523,600 SH   OTR 1 0 523,600 0
ENBRIDGE ORD COMMON 29250N105 BBG000K5M411 61,186,979 1,647,025 SH   OTR 1 0 1,647,025 0
ESTEE LAUDER CL A ORD COMMON 518439104 BBG000FKJVN4 40,748,850 207,500 SH   OTR 1 0 207,500 0
EXXON MOBIL ORD COMMON 30231G102 BBG000GZQBJ1 125,718,450 1,172,200 SH   OTR 1 0 1,172,200 0
HASBRO ORD COMMON 418056107 BBG000BKVWG0 67,812,117 1,046,968 SH   OTR 1 0 1,046,968 0
HOME DEPOT ORD COMMON 437076102 BBG000BKZDM1 70,343,185 226,446 SH   OTR 1 0 226,446 0
HONEYWELL INTERNATIONAL ORD COMMON 438516106 BBG000H56NZ4 50,837,500 245,000 SH   OTR 1 0 245,000 0
JOHNSON & JOHNSON ORD COMMON 478160104 BBG000BMHZY5 176,444,320 1,066,000 SH   OTR 1 0 1,066,000 0
JPMORGAN CHASE ORD COMMON 46625H100 BBG000DMBZW1 292,625,280 2,012,000 SH   OTR 1 0 2,012,000 0
KINGSTONE COMPANIES, INC WARRANT 9941426E2   22,500 90,000 SH   OTR 1 0 90,000 0
LAM RESEARCH ORD COMMON 512807108 BBG000BNFW27 160,207,783 249,211 SH   OTR 1 0 249,211 0
LYONDELLBASELL INDUSTRIES CL A ORD COMMON N53745100 BBG000WCFWH2 68,382,679 744,666 SH   OTR 1 0 744,666 0
MASTERCARD CL A ORD COMMON 57636Q104 BBG000F20WW2 14,748,750 37,500 SH   OTR 1 0 37,500 0
MCDONALD'S ORD COMMON 580135101 BBG000BNT1L9 116,081,490 389,000 SH   OTR 1 0 389,000 0
MICROCHIP TECHNOLOGY ORD COMMON 595017104 BBG000BHD1P5 4,712,434 52,600 SH   OTR 1 0 52,600 0
MICROSOFT ORD COMMON 594918104 BBG000BPHFS9 421,059,661 1,236,447 SH   OTR 1 0 1,236,447 0
MONDELEZ INTERNATIONAL CL A ORD COMMON 609207105 BBG000D4M6H0 63,421,330 869,500 SH   OTR 1 0 869,500 0
NATIONAL STORAGE AFFILIATES ORD COMMON 637870106 BBG008417VT8 31,125,969 893,654 SH   OTR 1 0 893,654 0
NEXTERA ENERGY ORD COMMON 65339F101 BBG000BJSF01 22,631,000 305,000 SH   OTR 1 0 305,000 0
NORFOLK SOUTHERN ORD COMMON 655844108 BBG000BQ5GM4 59,955,344 264,400 SH   OTR 1 0 264,400 0
PEPSICO ORD COMMON 713448108 BBG000DH7TN1 229,765,410 1,240,500 SH   OTR 1 0 1,240,500 0
PFIZER ORD COMMON 717081103 BBG000BR2F10 127,709,673 3,481,725 SH   OTR 1 0 3,481,725 0
PHILIP MORRIS INTERNATIONAL ORD COMMON 718172109 BBG000J2XPB0 23,666,505 242,435 SH   OTR 1 0 242,435 0
PINNACLE WEST ORD COMMON 723484101 BBG000BRDVJ4 24,180,423 296,838 SH   OTR 1 0 296,838 0
PNC FINANCIAL SERVICES GROUP ORD COMMON 693475105 BBG000BRD2F2 64,234,500 510,000 SH   OTR 1 0 510,000 0
PROCTER & GAMBLE ORD COMMON 742718109 BBG000BR2WS4 155,913,457 1,027,504 SH   OTR 1 0 1,027,504 0
PROLOGIS REIT COMMON 74340W103 BBG000B9Z339 20,601,840 168,000 SH   OTR 1 0 168,000 0
QUALCOMM ORD COMMON 747525103 BBG000CGCDW3 50,889,600 427,500 SH   OTR 1 0 427,500 0
RAYTHEON TECHNOLOGIES ORD COMMON 75513E101 BBG000BW8TX8 109,902,891 1,121,916 SH   OTR 1 0 1,121,916 0
RPM ORD COMMON 749685103 BBG000DCPNF4 92,718,278 1,033,303 SH   OTR 1 0 1,033,303 0
SNAP ON ORD COMMON 833034101 BBG000BT7MD3 35,706,741 123,900 SH   OTR 1 0 123,900 0
TJX ORD COMMON 872540109 BBG000BV8G95 81,652,770 963,000 SH   OTR 1 0 963,000 0
UNITEDHEALTH GRP ORD COMMON 91324P102 BBG000CH53T5 105,779,732 220,081 SH   OTR 1 0 220,081 0
US BANCORP ORD COMMON 902973304 BBG000FFFQT4 72,671,480 2,199,500 SH   OTR 1 0 2,199,500 0
VALERO ENERGY ORD COMMON 91913Y100 BBG000BBGKP3 41,821,907 356,538 SH   OTR 1 0 356,538 0
VERIZON COMMUNICATIONS ORD COMMON 92343V104 BBG000HS79Q4 15,073,144 405,301 SH   OTR 1 0 405,301 0
VF ORD COMMON 918204108 BBG000BWCLX0 9,545,000 500,000 SH   OTR 1 0 500,000 0
VISTRA EQY WARRANT WARRANT 92840M128   2,191 36,510 SH   OTR 1 0 36,510 0
WEC ENERGY GROUP ORD COMMON 92939U106 BBG000BWP918 86,325,192 978,300 SH   OTR 1 0 978,300 0