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 33,307 189,000 SH   SOLE   189,000 0 0
ABBOTT LABORATORIES COMMON 002824100 10,057 237,800 SH   SOLE   237,800 0 0
ABBVIE INC COMMON 00287Y109 21,557 341,800 SH   SOLE   341,800 0 0
ACCENTURE PLC-CL A COMMON G1151C101 38,484 315,000 SH   SOLE   315,000 0 0
APPLE INC COMMON 037833100 132,155 1,169,000 SH   SOLE   1,169,000 0 0
AT&T INC COMMON 00206R102 21,605 532,000 SH   SOLE   532,000 0 0
BLACKROCK INC COMMON 09247X101 12,686 35,000 SH   SOLE   35,000 0 0
CARDINAL HEALTH INC COMMON 14149Y108 46,270 595,500 SH   SOLE   595,500 0 0
CHEVRON CORP COMMON 166764100 20,481 199,000 SH   SOLE   199,000 0 0
CHUBB LTD COMMON H1467J104 30,521 242,902 SH   SOLE   242,902 0 0
CISCO SYSTEMS INC COMMON 17275R102 75,636 2,384,500 SH   SOLE   2,384,500 0 0
CME GROUP INC COMMON 12572Q105 101,907 975,000 SH   SOLE   975,000 0 0
CONOCOPHILLIPS COMMON 20825C104 11,389 262,000 SH   SOLE   262,000 0 0
CUMMINS INC COMMON 231021106 2,179 17,000 SH   SOLE   17,000 0 0
DOVER CORP COMMON 260003108 58,676 796,800 SH   SOLE   796,800 0 0
DUKE ENERGY CORP COMMON 26441C204 4,162 52,000 SH   SOLE   52,000 0 0
GENERAL ELECTRIC CO COMMON 369604103 77,050 2,601,293 SH   SOLE   2,601,293 0 0
GENERAL MILLS INC COMMON 370334104 34,112 534,000 SH   SOLE   534,000 0 0
GENUINE PARTS CO COMMON 372460105 82,670 823,000 SH   SOLE   823,000 0 0
GILEAD SCIENCES INC COMMON 375558103 22,747 287,500 SH   SOLE   287,500 0 0
HASBRO INC COMMON 418056107 21,705 273,600 SH   SOLE   273,600 0 0
HONEYWELL INTERNATIONAL INC COMMON 438516106 110,469 947,500 SH   SOLE   947,500 0 0
INTL BUSINESS MACHINES CORP COMMON 459200101 35,026 220,500 SH   SOLE   220,500 0 0
JOHNSON & JOHNSON COMMON 478160104 23,626 200,000 SH   SOLE   200,000 0 0
JP MORGAN CHASE COMMON 46625H100 3,995 60,000 SH   SOLE   60,000 0 0
LINEAR TECHNOLOGY CORP COMMON 535678106 48,570 819,200 SH   SOLE   819,200 0 0
LYONDELLBASELL COMMON N53745100 4,033 50,000 SH   SOLE   50,000 0 0
MCDONALD'S CORP COMMON 580135101 51,640 447,638 SH   SOLE   447,638 0 0
MICROSOFT CORP COMMON 594918104 53,280 925,000 SH   SOLE   925,000 0 0
NORFOLK SOUTHERN CORP COMMON 655844108 57,041 587,687 SH   SOLE   587,687 0 0
PEPSICO INC COMMON 713448108 12,998 119,500 SH   SOLE   119,500 0 0
PFIZER INC COMMON 717081103 13,345 394,000 SH   SOLE   394,000 0 0
PHILIP MORRIS INTERNATIONAL COMMON 718172109 80,261 825,562 SH   SOLE   825,562 0 0
PNC FINANCIAL SERVICES GROUP COMMON 693475105 42,613 473,000 SH   SOLE   473,000 0 0
POLARIS INDUSTRIES INC COMMON 731068102 27,878 360,000 SH   SOLE   360,000 0 0
PRAXAIR INC COMMON 74005P104 13,654 113,000 SH   SOLE   113,000 0 0
PROCTER & GAMBLE CO/THE COMMON 742718109 4,479 49,900 SH   SOLE   49,900 0 0
QUALCOMM INC COMMON 747525103 54,971 802,500 SH   SOLE   802,500 0 0
RPM INTERNATIONAL INC COMMON 749685103 44,304 824,725 SH   SOLE   824,725 0 0
SPECTRA ENERGY CORP COMMON 847560109 12,748 298,200 SH   SOLE   298,200 0 0
THE WALT DISNEY CO. COMMON 254687106 37,794 407,000 SH   SOLE   407,000 0 0
UNITED TECHNOLOGIES CORP COMMON 913017109 2,134 21,000 SH   SOLE   21,000 0 0
UNITEDHEALTH GROUP INC COMMON 91324P102 65,635 468,822 SH   SOLE   468,822 0 0
US BANCORP COMMON 902973304 5,790 135,000 SH   SOLE   135,000 0 0
VERIZON COMMUNICATIONS INC COMMON 92343V104 25,299 486,700 SH   SOLE   486,700 0 0
VF CORP COMMON 918204108 57,419 1,024,420 SH   SOLE   1,024,420 0 0
WAL-MART STORES INC COMMON 931142103 53,422 740,738 SH   SOLE   740,738 0 0