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
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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   770,954 3,512 SH   SOLE   3,512 0 0
ABBOTT LABS COM 002824100   844,453 14,093 SH   SOLE   14,093 0 0
ABBVIE INC COM 00287Y109   780,295 8,244 SH   SOLE   8,244 0 0
AFFILIATED MANAGERS GROUP COM 008252108   7,583,200 40,000 SH   SOLE   40,000 0 0
AFLAC INC COM 001055102   860,847 19,672 SH   SOLE   19,672 0 0
AIR PRODS & CHEMS INC COM 009158106   809,781 5,092 SH   SOLE   5,092 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   880,584 20,304 SH   SOLE   20,304 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   3,330,000 100,000 SH   SOLE   100,000 0 0
AT&T INC COM 00206R102   837,632 23,496 SH   SOLE   23,496 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   816,716 7,197 SH   SOLE   7,197 0 0
BARRICK GOLD CORP COM 067901108   1,494,000 120,000 SH   SOLE   120,000 0 0
BECTON DICKINSON & CO COM 075887109   789,872 3,645 SH   SOLE   3,645 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   19,948,000 100,000 SH   SOLE   100,000 0 0
BROWN FORMAN CORP CL B 115637209   859,139 15,793 SH   SOLE   15,793 0 0
CARDINAL HEALTH INC COM 14149Y108   729,971 11,646 SH   SOLE   11,646 0 0
CHEVRON CORP NEW COM 166764100   754,945 6,620 SH   SOLE   6,620 0 0
CINCINNATI FINL CORP COM 172062101   836,242 11,261 SH   SOLE   11,261 0 0
CINTAS CORP COM 172908105   899,298 5,272 SH   SOLE   5,272 0 0
CLOROX CO DEL COM 189054109   813,968 6,115 SH   SOLE   6,115 0 0
COCA COLA CO COM 191216100   789,775 18,185 SH   SOLE   18,185 0 0
COLGATE PALMOLIVE CO COM 194162103   811,848 11,326 SH   SOLE   11,326 0 0
CONSOLIDATED EDISON INC COM 209115104   853,599 10,952 SH   SOLE   10,952 0 0
DOVER CORP COM 260003108   815,324 8,301 SH   SOLE   8,301 0 0
ECOLAB INC COM 278865100   868,338 6,335 SH   SOLE   6,335 0 0
EMERSON ELEC CO COM 291011104   817,961 11,976 SH   SOLE   11,976 0 0
EXXON MOBIL CORP COM 30231G102   733,043 9,825 SH   SOLE   9,825 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   819,620 7,059 SH   SOLE   7,059 0 0
FRANKLIN RES INC COM 354613101   662,665 19,108 SH   SOLE   19,108 0 0
GENERAL DYNAMICS CORP COM 369550108   876,310 3,967 SH   SOLE   3,967 0 0
GENUINE PARTS CO COM 372460105   732,825 8,157 SH   SOLE   8,157 0 0
GRAINGER W W INC COM 384802104   902,699 3,198 SH   SOLE   3,198 0 0
HORMEL FOODS CORP COM 440452100   868,056 25,293 SH   SOLE   25,293 0 0
IAMGOLD CORP COM 450913108   2,855,021 550,000 SH   SOLE   550,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   784,240 5,006 SH   SOLE   5,006 0 0
JOHNSON & JOHNSON COM 478160104   784,534 6,122 SH   SOLE   6,122 0 0
KIMBERLY CLARK CORP COM 494368103   800,205 7,266 SH   SOLE   7,266 0 0
LEGG MASON INC COM 524901105   4,878,000 120,000 SH   SOLE   120,000 0 0
LEGGETT & PLATT INC COM 524660107   815,248 18,378 SH   SOLE   18,378 0 0
LOWES COS INC COM 548661107   13,000,163 148,150 SH   SOLE   148,150 0 0
MCCORMICK & CO INC COM NON VTG 579780206   924,529 8,690 SH   SOLE   8,690 0 0
MCDONALDS CORP COM 580135101   772,361 4,939 SH   SOLE   4,939 0 0
MEDTRONIC PLC SHS G5960L103   813,591 10,142 SH   SOLE   10,142 0 0
MOSAIC CO NEW COM 61945C103   6,070,000 250,000 SH   SOLE   250,000 0 0
NUCOR CORP COM 670346105   769,978 12,604 SH   SOLE   12,604 0 0
PAYPAL HLDGS INC COM 70450Y103   18,967,500 250,000 SH   SOLE   250,000 0 0
PENTAIR PLC SHS G7S00T104   806,795 11,842 SH   SOLE   11,842 0 0
PEPSICO INC COM 713448108   783,697 7,180 SH   SOLE   7,180 0 0
PPG INDS INC COM 693506107   816,131 7,313 SH   SOLE   7,313 0 0
PRAXAIR INC COM 74005P104   780,230 5,407 SH   SOLE   5,407 0 0
PRETIUM RES INC COM 74139C102   665,187 100,000 SH   SOLE   100,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   797,790 7,389 SH   SOLE   7,389 0 0
PROCTER AND GAMBLE CO COM 742718109   780,908 9,850 SH   SOLE   9,850 0 0
ROPER TECHNOLOGIES INC COM 776696106   883,051 3,146 SH   SOLE   3,146 0 0
S&P GLOBAL INC COM 78409V104   907,535 4,750 SH   SOLE   4,750 0 0
SHERWIN WILLIAMS CO COM 824348106   794,435 2,026 SH   SOLE   2,026 0 0
SMITH A O COM 831865209   828,005 13,021 SH   SOLE   13,021 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   13,150,000 250,000 SH   SOLE   250,000 0 0
SSR MNG INC COM 784730103   2,400,000 250,000 SH   SOLE   250,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   781,167 5,099 SH   SOLE   5,099 0 0
SYSCO CORP COM 871829107   818,334 13,648 SH   SOLE   13,648 0 0
TARGET CORP COM 87612E106   785,392 11,312 SH   SOLE   11,312 0 0
V F CORP COM 918204108   796,197 10,742 SH   SOLE   10,742 0 0
WADDELL & REED FINL INC CL A 930059100   3,031,500 150,000 SH   SOLE   150,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   736,407 11,248 SH   SOLE   11,248 0 0
WALMART INC COM 931142103   731,511 8,222 SH   SOLE   8,222 0 0
WESTERN DIGITAL CORP COM 958102105   10,149,700 110,000 SH   SOLE   110,000 0 0