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 CO COM 88579Y101   731,602 3,719 SH   SOLE   3,719 0 0
ABBOTT LABS COM 002824100   832,148 13,644 SH   SOLE   13,644 0 0
ABBVIE INC COM 00287Y109   798,365 8,617 SH   SOLE   8,617 0 0
AFFILIATED MANAGERS GROUP COM 008252108   5,946,800 40,000 SH   SOLE   40,000 0 0
AFLAC INC COM 001055102   762,443 17,723 SH   SOLE   17,723 0 0
AIR PRODS & CHEMS INC COM 009158106   752,643 4,833 SH   SOLE   4,833 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   808,808 17,648 SH   SOLE   17,648 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   3,015,000 100,000 SH   SOLE   100,000 0 0
AT&T INC COM 00206R102   738,851 23,010 SH   SOLE   23,010 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   919,664 6,856 SH   SOLE   6,856 0 0
BARRICK GOLD CORP COM 067901108   1,575,600 120,000 SH   SOLE   120,000 0 0
BECTON DICKINSON & CO COM 075887109   825,284 3,445 SH   SOLE   3,445 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   18,665,000 100,000 SH   SOLE   100,000 0 0
BROWN FORMAN CORP CL B 115637209   715,007 14,589 SH   SOLE   14,589 0 0
CARDINAL HEALTH INC COM 14149Y108   630,053 12,903 SH   SOLE   12,903 0 0
CHEVRON CORP NEW COM 166764100   821,289 6,496 SH   SOLE   6,496 0 0
CINCINNATI FINL CORP COM 172062101   708,917 10,603 SH   SOLE   10,603 0 0
CINTAS CORP COM 172908105   858,170 4,637 SH   SOLE   4,637 0 0
CLOROX CO DEL COM 189054109   945,803 6,993 SH   SOLE   6,993 0 0
COCA COLA CO COM 191216100   800,620 18,254 SH   SOLE   18,254 0 0
COLGATE PALMOLIVE CO COM 194162103   783,942 12,096 SH   SOLE   12,096 0 0
CONSOLIDATED EDISON INC COM 209115104   805,689 10,332 SH   SOLE   10,332 0 0
DOVER CORP COM 260003108   617,808 8,440 SH   SOLE   8,440 0 0
ECOLAB INC COM 278865100   755,396 5,383 SH   SOLE   5,383 0 0
EMERSON ELEC CO COM 291011104   794,073 11,485 SH   SOLE   11,485 0 0
EXXON MOBIL CORP COM 30231G102   834,746 10,090 SH   SOLE   10,090 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   910,907 7,198 SH   SOLE   7,198 0 0
FRANKLIN RES INC COM 354613101   764,873 23,865 SH   SOLE   23,865 0 0
GENERAL DYNAMICS CORP COM 369550108   662,315 3,553 SH   SOLE   3,553 0 0
GENUINE PARTS CO COM 372460105   829,965 9,042 SH   SOLE   9,042 0 0
GRAINGER W W INC COM 384802104   865,370 2,806 SH   SOLE   2,806 0 0
HORMEL FOODS CORP COM 440452100   835,141 22,444 SH   SOLE   22,444 0 0
IAMGOLD CORP COM 450913108   3,195,500 550,000 SH   SOLE   550,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   710,295 5,127 SH   SOLE   5,127 0 0
JOHNSON & JOHNSON COM 478160104   768,082 6,330 SH   SOLE   6,330 0 0
KIMBERLY CLARK CORP COM 494368103   858,416 8,149 SH   SOLE   8,149 0 0
LEGG MASON INC COM 524901105   4,167,600 120,000 SH   SOLE   120,000 0 0
LEGGETT & PLATT INC COM 524660107   834,813 18,701 SH   SOLE   18,701 0 0
LOWES COS INC COM 548661107   14,289,435 149,518 SH   SOLE   149,518 0 0
MCCORMICK & CO INC COM NON VTG 579780206   898,188 7,737 SH   SOLE   7,737 0 0
MCDONALDS CORP COM 580135101   791,285 5,050 SH   SOLE   5,050 0 0
MEDTRONIC PLC SHS G5960L103   858,925 10,033 SH   SOLE   10,033 0 0
MOSAIC CO NEW COM 61945C103   7,012,500 250,000 SH   SOLE   250,000 0 0
NUCOR CORP COM 670346105   798,000 12,768 SH   SOLE   12,768 0 0
PAYPAL HLDGS INC COM 70450Y103   18,319,400 220,000 SH   SOLE   220,000 0 0
PENTAIR PLC SHS G7S00T104   725,964 17,252 SH   SOLE   17,252 0 0
PEPSICO INC COM 713448108   852,017 7,826 SH   SOLE   7,826 0 0
PPG INDS INC COM 693506107   764,905 7,374 SH   SOLE   7,374 0 0
PRAXAIR INC COM 74005P104   844,363 5,339 SH   SOLE   5,339 0 0
PRETIUM RES INC COM 74139C102   734,000 100,000 SH   SOLE   100,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   858,021 7,391 SH   SOLE   7,391 0 0
PROCTER AND GAMBLE CO COM 742718109   858,504 10,998 SH   SOLE   10,998 0 0
ROPER TECHNOLOGIES INC COM 776696106   799,311 2,897 SH   SOLE   2,897 0 0
S&P GLOBAL INC COM 78409V104   852,260 4,180 SH   SOLE   4,180 0 0
SHERWIN WILLIAMS CO COM 824348106   844,077 2,071 SH   SOLE   2,071 0 0
SMITH A O COM 831865209   731,685 12,370 SH   SOLE   12,370 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   11,962,500 250,000 SH   SOLE   250,000 0 0
SSR MNG INC COM 784730103   2,452,400 250,000 SH   SOLE   250,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   748,384 5,635 SH   SOLE   5,635 0 0
SYSCO CORP COM 871829107   893,780 13,088 SH   SOLE   13,088 0 0
TARGET CORP COM 87612E106   861,298 11,315 SH   SOLE   11,315 0 0
V F CORP COM 918204108   838,026 10,280 SH   SOLE   10,280 0 0
WADDELL & REED FINL INC CL A 930059100   2,695,500 150,000 SH   SOLE   150,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   745,866 12,428 SH   SOLE   12,428 0 0
WALMART INC COM 931142103   798,601 9,324 SH   SOLE   9,324 0 0
WESTERN DIGITAL CORP COM 958102105   8,515,100 110,000 SH   SOLE   110,000 0 0