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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

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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
AKAMAI TECHNOLOGIES INC NOTE 0.375% 9/0 00971TAL5   8,858,850 9,100,000 SH   SOLE   0 0 9,100,000
ALLIANT ENERGY CORP NOTE 3.875% 3/1 018802AC2   13,223,530 12,370,000 SH   SOLE   0 0 12,370,000
AMERICAN WTR CAP CORP NOTE 3.625% 6/1 03040WBE4   10,210,000 10,000,000 SH   SOLE   0 0 10,000,000
BOFA FIN LLC MTNF 0.600% 5/2 09709UV70   8,727,320 8,780,000 SH   SOLE   0 0 8,780,000
BONDBLOXX ETF TRUST IR M TAX AWARE 09789C663   4,979,690 100,000 SH   SOLE   100,000 0 0
BONDBLOXX ETF TRUST IR M TAX AWARE 09789C697   4,964,920 100,000 SH   SOLE   100,000 0 0
BONDBLOXX ETF TRUST IR M TAXAWARE 09789C721   5,057,000 100,000 SH   SOLE   100,000 0 0
CAPITAL SOUTHWEST CORP NOTE 5.125%11/1 140501AE7   8,735,625 9,000,000 SH   SOLE   0 0 9,000,000
CENTERPOINT ENERGY INC NOTE 4.250% 8/1 15189TBD8   10,820,000 10,000,000 SH   SOLE   0 0 10,000,000
CMS ENERGY CORP NOTE 3.375% 5/0 125896BX7   12,276,600 11,100,000 SH   SOLE   0 0 11,100,000
DUKE ENERGY CORP NEW NOTE 4.125% 4/1 26441CBY0   11,656,269 10,755,000 SH   SOLE   0 0 10,755,000
ENVISTA HOLDINGS CORPORATION NOTE 1.750% 8/1 29415FAD6   7,644,688 8,500,000 SH   SOLE   0 0 8,500,000
ETSY INC NOTE 0.250% 6/1 29786AAN6   8,098,933 9,545,000 SH   SOLE   0 0 9,545,000
EURONET WORLDWIDE INC NOTE 0.750% 3/1 298736AL3   12,056,439 12,112,000 SH   SOLE   0 0 12,112,000
EVERGY INC NOTE 4.500%12/1 30034WAD8   5,876,037 5,000,000 SH   SOLE   0 0 5,000,000
EXPEDIA GROUP INC NOTE 2/1 30212PBE4   13,573,300 13,780,000 SH   SOLE   0 0 13,780,000
FORD MTR CO NOTE 3/1 345370CZ1   8,566,250 8,750,000 SH   SOLE   0 0 8,750,000
GLOBAL PMTS INC NOTE 1.500% 3/0 37940XAU6   7,536,000 8,000,000 SH   SOLE   0 0 8,000,000
HARBOR ETF TRUST DISCIPLINED BOND 41151J794   2,062,800 50,000 SH   SOLE   50,000 0 0
NEW MTN FIN CORP NOTE 7.500%10/1 647551AE0   12,180,483 12,042,000 SH   SOLE   0 0 12,042,000
NEXTERA ENERGY CAP HLDGS INC NOTE 3.000% 3/0 65339KCY4   7,501,000 6,500,000 SH   SOLE   0 0 6,500,000
ON SEMICONDUCTOR CORP NOTE 0.500% 3/0 682189AU9   7,717,248 8,960,000 SH   SOLE   0 0 8,960,000
PPL CAP FDG INC NOTE 2.875% 3/1 69352PAS2   13,316,100 11,900,000 SH   SOLE   0 0 11,900,000
REALOGY GRP LLC/REALOGY CO NOTE 0.250% 6/1 75606DAP6   55,680 60,000 SH   SOLE   60,000 0 0
SOUTHWEST AIRLS CO NOTE 1.250% 5/0 844741BG2   11,917,133 11,947,000 SH   SOLE   0 0 11,947,000
UBER TECHNOLOGIES INC NOTE 0.875%12/0 90353TAM2   4,356,860 3,580,000 SH   SOLE   0 0 3,580,000
VENTAS RLTY LTD PARTNERSHIP NOTE 3.750% 6/0 92277GAZ0   12,865,000 10,000,000 SH   SOLE   0 0 10,000,000