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
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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
AIR PRODS & CHEMS INC COM 009158106   8,252,757 27,718 SH   SOLE   27,718 0 0
ALCON AG ORD SHS H01301128   7,284,596 72,795 SH   SOLE   72,795 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   9,386,119 79,041 SH   SOLE   79,041 0 0
AMERICAN TOWER CORP NEW COM 03027X100   8,194,019 35,234 SH   SOLE   35,234 0 0
APPLE INC COM 037833100   5,356,204 22,988 SH   SOLE   22,988 0 0
BANK AMERICA CORP COM 060505104   7,223,585 182,046 SH   SOLE   182,046 0 0
BECTON DICKINSON & CO COM 075887109   8,856,086 36,732 SH   SOLE   36,732 0 0
CAMDEN PPTY TR SH BEN INT 133131102   8,302,451 67,210 SH   SOLE   67,210 0 0
COCA COLA CO COM 191216100   10,211,953 142,109 SH   SOLE   142,109 0 0
COTERRA ENERGY INC COM 127097103   9,654,389 403,106 SH   SOLE   403,106 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   8,215,834 41,375 SH   SOLE   41,375 0 0
HOME DEPOT INC COM 437076102   8,230,422 20,312 SH   SOLE   20,312 0 0
HUMANA INC COM 444859102   3,629,840 11,460 SH   SOLE   11,460 0 0
JOHNSON CTLS INTL PLC SHS G51502105   9,109,629 117,377 SH   SOLE   117,377 0 0
JPMORGAN CHASE & CO. COM 46625H100   7,910,413 37,515 SH   SOLE   37,515 0 0
LAM RESEARCH ORD COM 512807306   5,045,007 6,182 SH   SOLE   6,182 0 0
MARTIN MARIETTA MATLS INC COM 573284106   6,885,832 12,793 SH   SOLE   12,793 0 0
MICROSOFT CORP COM 594918104   7,446,342 17,305 SH   SOLE   17,305 0 0
MORGAN STANLEY COM NEW 617446448   8,029,503 77,029 SH   SOLE   77,029 0 0
NEXTERA ENERGY INC UNIT 06/01/2027 65339F663   9,426,500 170,000 SH   SOLE   170,000 0 0
PFIZER INC COM 717081103   7,725,562 266,951 SH   SOLE   266,951 0 0
PNC FINL SVCS GROUP INC COM 693475105   8,313,074 44,972 SH   SOLE   44,972 0 0
PROLOGIS INC. COM 74340W103   9,482,239 75,089 SH   SOLE   75,089 0 0
RAYONIER INC COM 754907103   6,751,267 209,797 SH   SOLE   209,797 0 0
SCHLUMBERGER LTD COM STK 806857108   9,619,680 229,313 SH   SOLE   229,313 0 0
SEMPRA COM 816851109   11,323,920 135,405 SH   SOLE   135,405 0 0
TARGET CORP COM 87612E106   8,375,916 53,740 SH   SOLE   53,740 0 0
TECK RESOURCES LTD CL B 878742204   10,574,578 202,423 SH   SOLE   202,423 0 0
TEXAS INSTRS INC COM 882508104   10,442,733 50,553 SH   SOLE   50,553 0 0
TRUIST FINL CORP COM 89832Q109   7,991,061 186,838 SH   SOLE   186,838 0 0
UNION PAC CORP COM 907818108   8,032,290 32,588 SH   SOLE   32,588 0 0
VALERO ENERGY CORP COM 91913Y100   8,067,097 59,743 SH   SOLE   59,743 0 0