0001297731-22-000002.txt : 20220106 0001297731-22-000002.hdr.sgml : 20220106 20220106073017 ACCESSION NUMBER: 0001297731-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220106 DATE AS OF CHANGE: 20220106 EFFECTIVENESS DATE: 20220106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pensionfund Sabic CENTRAL INDEX KEY: 0001637246 IRS NUMBER: 812731955 STATE OF INCORPORATION: P7 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16852 FILM NUMBER: 22513630 BUSINESS ADDRESS: STREET 1: HET OVERLOON 1 CITY: HEERLEN STATE: P7 ZIP: 6411 TE BUSINESS PHONE: 0031455782199 MAIL ADDRESS: STREET 1: HET OVERLOON 1 CITY: HEERLEN STATE: P7 ZIP: 6411 TE 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001637246 XXXXXXXX 12-31-2021 12-31-2021 Pensionfund Sabic
HET OVERLOON 1 HEERLEN P7 6411 TE
13F HOLDINGS REPORT 028-16852 N
Marton Bloemer Chief Finance and Risk Officer 0031455782199 Marton Bloemer Heerlen P7 01-06-2022 0 209 533710 false
INFORMATION TABLE 2 SEC_SPF_06012022_0.XML STICHTING PENSIOENFONDS SABIC 3M CO COMMON STOCK 88579Y101 2824 15900 SH SOLE 0 0 0 15900 ABBVIE INC COMMON STOCK 00287Y109 4807 35500 SH SOLE 0 0 0 35500 AFLAC INC COMMON STOCK 001055102 2336 40000 SH SOLE 0 0 0 40000 AGILENT TECHNOLOGIES INC COMMON STOCK 00846U101 2395 15000 SH SOLE 0 0 0 15000 AGNC INVESTMENT CORP COMMON STOCK 00123Q104 1684 112000 SH SOLE 0 0 0 112000 ALEXANDRIA REAL ESTATE EQUIT COMMON STOCK 015271109 2352 10550 SH SOLE 0 0 0 10550 ALLSTATE CORP COMMON STOCK 020002101 2188 18600 SH SOLE 0 0 0 18600 ALPHABET INC-CL A COMMON STOCK 02079K305 10719 3700 SH SOLE 0 0 0 3700 ALPHABET INC-CL C COMMON STOCK 02079K107 8681 3000 SH SOLE 0 0 0 3000 ALTRIA GROUP INC COMMON STOCK 02209S103 2843 60000 SH SOLE 0 0 0 60000 AMERICAN CAMPUS COMMUNITIES COMMON STOCK 024835100 819 14300 SH SOLE 0 0 0 14300 AMERICAN HOMES 4 RENT- A COMMON STOCK 02665T306 1548 35500 SH SOLE 0 0 0 35500 AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106 3047 10100 SH SOLE 0 0 0 10100 AMGEN INC COMMON STOCK 031162100 3172 14100 SH SOLE 0 0 0 14100 ANNALY CAPITAL MANAGEMENT IN COMMON STOCK 035710409 1955 250000 SH SOLE 0 0 0 250000 ANTHEM INC COMMON STOCK 036752103 3592 7750 SH SOLE 0 0 0 7750 APARTMENT INCOME REIT CO-W/I COMMON STOCK 03750L109 1184 21657 SH SOLE 0 0 0 21657 APARTMENT INVT and MGMT CO -A COMMON STOCK 03748R747 213 27557 SH SOLE 0 0 0 27557 APPLE HOSPITALITY REIT INC COMMON STOCK 03784Y200 210 13000 SH SOLE 0 0 0 13000 APPLE INC COMMON STOCK 037833100 23489 132280 SH SOLE 0 0 0 132280 APPLIED MATERIALS INC COMMON STOCK 038222105 4249 27000 SH SOLE 0 0 0 27000 ARMADA HOFFLER PROPERTIES IN COMMON STOCK 04208T108 199 13101 SH SOLE 0 0 0 13101 ATandT INC COMMON STOCK 00206R102 3395 138000 SH SOLE 0 0 0 138000 ATMOS ENERGY CORP COMMON STOCK 049560105 2253 21500 SH SOLE 0 0 0 21500 AUTOMATIC DATA PROCESSING COMMON STOCK 053015103 3699 15000 SH SOLE 0 0 0 15000 AUTOZONE INC COMMON STOCK 053332102 3249 1550 SH SOLE 0 0 0 1550 AVALONBAY COMMUNITIES INC COMMON STOCK 053484101 3360 13302 SH SOLE 0 0 0 13302 AVERY DENNISON CORP COMMON STOCK 053611109 2685 12400 SH SOLE 0 0 0 12400 BAXTER INTERNATIONAL INC COMMON STOCK 071813109 2318 27000 SH SOLE 0 0 0 27000 BECTON DICKINSON AND CO COMMON STOCK 075887109 2641 10500 SH SOLE 0 0 0 10500 BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 084670702 6578 22000 SH SOLE 0 0 0 22000 BEST BUY CO INC COMMON STOCK 086516101 1859 18300 SH SOLE 0 0 0 18300 BLACKROCK INC COMMON STOCK 09247X101 3662 4000 SH SOLE 0 0 0 4000 BLACKSTONE GROUP INC/THE-A COMMON STOCK 09260D107 3235 25000 SH SOLE 0 0 0 25000 BOOZ ALLEN HAMILTON HOLDINGS COMMON STOCK 099502106 1993 23500 SH SOLE 0 0 0 23500 BOSTON PROPERTIES INC COMMON STOCK 101121101 785 6814 SH SOLE 0 0 0 6814 BRANDYWINE REALTY TRUST COMMON STOCK 105368203 960 71500 SH SOLE 0 0 0 71500 BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 3242 52000 SH SOLE 0 0 0 52000 BRISTOL-MYERS SQUIBB-CVR COMMON STOCK 110122157 0 23000 SH SOLE 0 0 0 23000 BRIXMOR PROPERTY GROUP INC COMMON STOCK 11120U105 1670 65711 SH SOLE 0 0 0 65711 CAMDEN PROPERTY TRUST COMMON STOCK 133131102 1739 9731 SH SOLE 0 0 0 9731 CAMPBELL SOUP CO COMMON STOCK 134429109 1869 43000 SH SOLE 0 0 0 43000 CDW CORP/DE COMMON STOCK 12514G108 3015 14725 SH SOLE 0 0 0 14725 CENTERSPACE COMMON STOCK 15202L107 778 7019 SH SOLE 0 0 0 7019 CERNER CORP COMMON STOCK 156782104 2600 28000 SH SOLE 0 0 0 28000 CHATHAM LODGING TRUST COMMON STOCK 16208T102 123 9000 SH SOLE 0 0 0 9000 CISCO SYSTEMS INC COMMON STOCK 17275R102 5228 82500 SH SOLE 0 0 0 82500 CITRIX SYSTEMS INC COMMON STOCK 177376100 1703 18000 SH SOLE 0 0 0 18000 COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102 2928 33000 SH SOLE 0 0 0 33000 COLGATE-PALMOLIVE CO COMMON STOCK 194162103 2688 31500 SH SOLE 0 0 0 31500 CONSOLIDATED EDISON INC COMMON STOCK 209115104 2389 28000 SH SOLE 0 0 0 28000 CORPORATE OFFICE PROPERTIES COMMON STOCK 22002T108 685 24500 SH SOLE 0 0 0 24500 COSTCO WHOLESALE CORP COMMON STOCK 22160K105 4542 8000 SH SOLE 0 0 0 8000 COUSINS PROPERTIES INC COMMON STOCK 222795502 1486 36900 SH SOLE 0 0 0 36900 CSX CORP COMMON STOCK 126408103 2933 78000 SH SOLE 0 0 0 78000 CUBESMART COMMON STOCK 229663109 1935 34000 SH SOLE 0 0 0 34000 CUMMINS INC COMMON STOCK 231021106 1963 9000 SH SOLE 0 0 0 9000 CYRUSONE INC COMMON STOCK 23283R100 2099 23400 SH SOLE 0 0 0 23400 DIGITAL REALTY TRUST INC COMMON STOCK 253868103 4059 22947 SH SOLE 0 0 0 22947 DOLLAR GENERAL CORP COMMON STOCK 256677105 2759 11700 SH SOLE 0 0 0 11700 DOMINION ENERGY INC COMMON STOCK 25746U109 2592 33000 SH SOLE 0 0 0 33000 DOUGLAS EMMETT INC COMMON STOCK 25960P109 302 9000 SH SOLE 0 0 0 9000 DUKE REALTY CORP COMMON STOCK 264411505 1753 26707 SH SOLE 0 0 0 26707 DigitalBridge Group Inc COMMON STOCK 25401T108 494 59286 SH SOLE 0 0 0 59286 Diversified Healthcare Trust COMMON STOCK 25525P107 442 143100 SH SOLE 0 0 0 143100 EASTGROUP PROPERTIES INC COMMON STOCK 277276101 96 422 SH SOLE 0 0 0 422 EBAY INC COMMON STOCK 278642103 2860 43000 SH SOLE 0 0 0 43000 ELECTRONIC ARTS INC COMMON STOCK 285512109 2110 16000 SH SOLE 0 0 0 16000 EMERSON ELECTRIC CO COMMON STOCK 291011104 2603 28000 SH SOLE 0 0 0 28000 EMPIRE STATE REALTY TRUST-A COMMON STOCK 292104106 258 29000 SH SOLE 0 0 0 29000 EPR PROPERTIES COMMON STOCK 26884U109 299 6300 SH SOLE 0 0 0 6300 EQUINIX INC COMMON STOCK 29444U700 3544 4190 SH SOLE 0 0 0 4190 EQUITY RESIDENTIAL COMMON STOCK 29476L107 2928 32353 SH SOLE 0 0 0 32353 ESSENTIAL PROPERTIES REALTY COMMON STOCK 29670E107 432 15000 SH SOLE 0 0 0 15000 ESSEX PROPERTY TRUST INC COMMON STOCK 297178105 2395 6800 SH SOLE 0 0 0 6800 EVERSOURCE ENERGY COMMON STOCK 30040W108 2229 24500 SH SOLE 0 0 0 24500 EXELON CORP COMMON STOCK 30161N101 2975 51500 SH SOLE 0 0 0 51500 F5 NETWORKS INC COMMON STOCK 315616102 2398 9800 SH SOLE 0 0 0 9800 FACTSET RESEARCH SYSTEMS INC COMMON STOCK 303075105 2187 4500 SH SOLE 0 0 0 4500 FOUR CORNERS PROPERTY TRUST COMMON STOCK 35086T109 1029 35000 SH SOLE 0 0 0 35000 GAMING AND LEISURE PROPERTIE COMMON STOCK 36467J108 1677 34471 SH SOLE 0 0 0 34471 GENERAL MILLS INC COMMON STOCK 370334104 2493 37000 SH SOLE 0 0 0 37000 GILEAD SCIENCES INC COMMON STOCK 375558103 2904 40000 SH SOLE 0 0 0 40000 GLOBAL MEDICAL REIT INC COMMON STOCK 37954A204 643 36200 SH SOLE 0 0 0 36200 GLOBAL NET LEASE INC COMMON STOCK 379378201 1169 76492 SH SOLE 0 0 0 76492 HCP INC COMMON STOCK 42250P103 2112 58507 SH SOLE 0 0 0 58507 HEALTHCARE REALTY TRUST INC COMMON STOCK 421946104 746 23582 SH SOLE 0 0 0 23582 HEALTHCARE TRUST OF AME-CL A COMMON STOCK 42225P501 1553 46500 SH SOLE 0 0 0 46500 HERSHA HOSPITALITY TRUST COMMON STOCK 427825500 73 8000 SH SOLE 0 0 0 8000 HERSHEY CO/THE COMMON STOCK 427866108 2592 13400 SH SOLE 0 0 0 13400 HIGHWOODS PROPERTIES INC COMMON STOCK 431284108 843 18898 SH SOLE 0 0 0 18898 HOME DEPOT INC COMMON STOCK 437076102 7221 17400 SH SOLE 0 0 0 17400 HOST HOTELS and RESORTS INC COMMON STOCK 44107P104 1345 77343 SH SOLE 0 0 0 77343 HUDSON PACIFIC PROPERTIES IN COMMON STOCK 444097109 741 30000 SH SOLE 0 0 0 30000 HUMANA INC COMMON STOCK 444859102 2783 6000 SH SOLE 0 0 0 6000 ILLINOIS TOOL WORKS COMMON STOCK 452308109 2986 12100 SH SOLE 0 0 0 12100 INDEPENDENCE REALTY TRUST IN COMMON STOCK 45378A106 982 38000 SH SOLE 0 0 0 38000 INDUSTRIAL LOGISTICS PROPERT COMMON STOCK 456237106 1693 67572 SH SOLE 0 0 0 67572 INNOVATIVE INDUSTRIAL PROPER COMMON STOCK 45781V101 448 1704 SH SOLE 0 0 0 1704 INVITATION HOMES INC COMMON STOCK 46187W107 2973 65565 SH SOLE 0 0 0 65565 IRON MOUNTAIN INC COMMON STOCK 46284V101 2303 44000 SH SOLE 0 0 0 44000 JM SMUCKER CO/THE COMMON STOCK 832696405 2173 16000 SH SOLE 0 0 0 16000 JOHNSON and JOHNSON COMMON STOCK 478160104 6501 38000 SH SOLE 0 0 0 38000 KELLOGG CO COMMON STOCK 487836108 1997 31000 SH SOLE 0 0 0 31000 KENNEDY-WILSON HOLDINGS INC COMMON STOCK 489398107 323 13509 SH SOLE 0 0 0 13509 KILROY REALTY CORP COMMON STOCK 49427F108 432 6500 SH SOLE 0 0 0 6500 KIMBERLY-CLARK CORP COMMON STOCK 494368103 2372 16600 SH SOLE 0 0 0 16600 KIMCO REALTY CORP COMMON STOCK 49446R109 254 10295 SH SOLE 0 0 0 10295 KITE REALTY GROUP TRUST COMMON STOCK 49803T300 455 20900 SH SOLE 0 0 0 20900 KLA-TENCOR CORP COMMON STOCK 482480100 3140 7300 SH SOLE 0 0 0 7300 Keurig Dr Pepper Inc COMMON STOCK 49271V100 2212 60000 SH SOLE 0 0 0 60000 LAM RESEARCH CORP COMMON STOCK 512807108 3955 5500 SH SOLE 0 0 0 5500 LENNOX INTERNATIONAL INC COMMON STOCK 526107107 2141 6600 SH SOLE 0 0 0 6600 LOWE'S COS INC COMMON STOCK 548661107 4601 17800 SH SOLE 0 0 0 17800 LXP INDUSTRIAL TRUST COMMON STOCK 529043101 1562 100000 SH SOLE 0 0 0 100000 Life Storage Inc COMMON STOCK 53223X107 2236 14600 SH SOLE 0 0 0 14600 MACERICH CO/THE COMMON STOCK 554382101 150 8692 SH SOLE 0 0 0 8692 MANPOWERGROUP INC COMMON STOCK 56418H100 1655 17000 SH SOLE 0 0 0 17000 MARSH and MCLENNAN COS COMMON STOCK 571748102 3598 20700 SH SOLE 0 0 0 20700 MASCO CORP COMMON STOCK 574599106 2402 34200 SH SOLE 0 0 0 34200 MCDONALD'S CORP COMMON STOCK 580135101 4209 15700 SH SOLE 0 0 0 15700 MCKESSON CORP COMMON STOCK 58155Q103 2859 11500 SH SOLE 0 0 0 11500 MEDICAL PROPERTIES TRUST INC COMMON STOCK 58463J304 2316 98000 SH SOLE 0 0 0 98000 MERCK and CO. INC. COMMON STOCK 58933Y105 3870 50500 SH SOLE 0 0 0 50500 META PLATFORMS INC-A COMMON STOCK 30303M102 10259 30500 SH SOLE 0 0 0 30500 METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105 2546 1500 SH SOLE 0 0 0 1500 MICROSOFT CORP COMMON STOCK 594918104 18461 54890 SH SOLE 0 0 0 54890 MID-AMERICA APARTMENT COMM COMMON STOCK 59522J103 2512 10950 SH SOLE 0 0 0 10950 MONDELEZ INTERNATIONAL INC-A COMMON STOCK 609207105 3050 46000 SH SOLE 0 0 0 46000 MONMOUTH REAL ESTATE INV COR COMMON STOCK 609720107 525 25000 SH SOLE 0 0 0 25000 MONSTER BEVERAGE CORP COMMON STOCK 61174X109 2324 24200 SH SOLE 0 0 0 24200 MOODY'S CORP COMMON STOCK 615369105 2929 7500 SH SOLE 0 0 0 7500 MOTOROLA SOLUTIONS INC COMMON STOCK 620076307 3260 12000 SH SOLE 0 0 0 12000 NATL HEALTH INVESTORS INC COMMON STOCK 63633D104 1126 19600 SH SOLE 0 0 0 19600 NETAPP INC COMMON STOCK 64110D104 2208 24000 SH SOLE 0 0 0 24000 NEW YORK REIT INC liquidation shs COMMON STOCK 64976L208 0 2200 SH SOLE 0 0 0 2200 NISOURCE INC COMMON STOCK 65473P105 2154 78000 SH SOLE 0 0 0 78000 NORDSON CORP COMMON STOCK 655663102 2221 8700 SH SOLE 0 0 0 8700 O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 3249 4600 SH SOLE 0 0 0 4600 OFFICE PROPERTIES INCOME TRUST COMMON STOCK 67623C109 316 12714 SH SOLE 0 0 0 12714 OLD DOMINION FREIGHT LINE COMMON STOCK 679580100 2867 8000 SH SOLE 0 0 0 8000 OMEGA HEALTHCARE INVESTORS COMMON STOCK 681936100 1471 49700 SH SOLE 0 0 0 49700 ORION OFFICE REIT INC-W/I COMMON STOCK 68629Y103 73 3915 SH SOLE 0 0 0 3915 PARK HOTELS and RESORTS INC COMMON STOCK 700517105 172 9106 SH SOLE 0 0 0 9106 PAYCHEX INC COMMON STOCK 704326107 2682 19650 SH SOLE 0 0 0 19650 PEBBLEBROOK HOTEL TRUST COMMON STOCK 70509V100 142 6355 SH SOLE 0 0 0 6355 PEPSICO INC COMMON STOCK 713448108 4638 26700 SH SOLE 0 0 0 26700 PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 3610 38000 SH SOLE 0 0 0 38000 PHYSICIANS REALTY TRUST COMMON STOCK 71943U104 960 51000 SH SOLE 0 0 0 51000 PLYMOUTH INDUSTRIAL REIT INC COMMON STOCK 729640102 1553 48527 SH SOLE 0 0 0 48527 POWER REIT COMMON STOCK 73933H101 145 2110 SH SOLE 0 0 0 2110 PPL CORP COMMON STOCK 69351T106 2155 71700 SH SOLE 0 0 0 71700 PREFERRED APARTMENT COMMUN-A COMMON STOCK 74039L103 939 52000 SH SOLE 0 0 0 52000 PROCTER and GAMBLE CO/THE COMMON STOCK 742718109 6380 39000 SH SOLE 0 0 0 39000 PROLOGIS INC COMMON STOCK 74340W103 10215 60672 SH SOLE 0 0 0 60672 PUBLIC SERVICE ENTERPRISE GP COMMON STOCK 744573106 2322 34800 SH SOLE 0 0 0 34800 PUBLIC STORAGE COMMON STOCK 74460D109 4237 11313 SH SOLE 0 0 0 11313 QUALCOMM INC COMMON STOCK 747525103 4572 25000 SH SOLE 0 0 0 25000 REALTY INCOME CORP COMMON STOCK 756109104 2803 39154 SH SOLE 0 0 0 39154 REALTY INCOME CORP COMMON STOCK 756109104 2148 30000 SH SOLE 0 0 0 30000 REGENERON PHARMACEUTICALS COMMON STOCK 75886F107 2652 4200 SH SOLE 0 0 0 4200 RETAIL VALUE INC COMMON STOCK 76133Q102 1 108 SH SOLE 0 0 0 108 RLJ LODGING TRUST COMMON STOCK 74965L101 401 28800 SH SOLE 0 0 0 28800 ROBERT HALF INTL INC COMMON STOCK 770323103 2944 26400 SH SOLE 0 0 0 26400 SandP GLOBAL INC COMMON STOCK 78409V104 3728 7900 SH SOLE 0 0 0 7900 SABRA HEALTH CARE REIT INC COMMON STOCK 78573L106 1014 74874 SH SOLE 0 0 0 74874 SEAGATE TECHNOLOGY COMMON STOCK 000000000 2260 20000 SH SOLE 0 0 0 20000 SEALED AIR CORP COMMON STOCK 81211K100 2227 33000 SH SOLE 0 0 0 33000 SEI INVESTMENTS COMPANY COMMON STOCK 784117103 1950 32000 SH SOLE 0 0 0 32000 SEMPRA ENERGY COMMON STOCK 816851109 2513 19000 SH SOLE 0 0 0 19000 SERVICE PROPERTIES TRUST COMMON STOCK 44106M102 178 20266 SH SOLE 0 0 0 20266 SHERWIN-WILLIAMS CO/THE COMMON STOCK 824348106 3539 10050 SH SOLE 0 0 0 10050 SIMON PROPERTY GROUP INC COMMON STOCK 828806109 4363 27306 SH SOLE 0 0 0 27306 SKYWORKS SOLUTIONS INC COMMON STOCK 83088M102 1862 12000 SH SOLE 0 0 0 12000 SL GREEN REALTY CORP COMMON STOCK 78440X804 711 9913 SH SOLE 0 0 0 9913 SMITH (A.O.) CORP COMMON STOCK 831865209 2833 33000 SH SOLE 0 0 0 33000 SPIRIT REALTY CAPITAL INC COMMON STOCK 84860W300 1610 33400 SH SOLE 0 0 0 33400 STAG INDUSTRIAL INC COMMON STOCK 85254J102 1993 41563 SH SOLE 0 0 0 41563 STORE CAPITAL CORP COMMON STOCK 862121100 1152 33500 SH SOLE 0 0 0 33500 SUMMIT HOTEL PROPERTIES INC COMMON STOCK 866082100 183 18700 SH SOLE 0 0 0 18700 T ROWE PRICE GROUP INC COMMON STOCK 74144T108 2655 13500 SH SOLE 0 0 0 13500 TANGER FACTORY OUTLET CENTER COMMON STOCK 875465106 357 18500 SH SOLE 0 0 0 18500 TARGET CORP COMMON STOCK 87612E106 3333 14400 SH SOLE 0 0 0 14400 TERADYNE INC COMMON STOCK 880770102 2289 14000 SH SOLE 0 0 0 14000 TEXAS INSTRUMENTS INC COMMON STOCK 882508104 3656 19400 SH SOLE 0 0 0 19400 TRACTOR SUPPLY COMPANY COMMON STOCK 892356106 3054 12800 SH SOLE 0 0 0 12800 UDR INC COMMON STOCK 902653104 1793 29888 SH SOLE 0 0 0 29888 UMH PROPERTIES INC COMMON STOCK 903002103 808 29564 SH SOLE 0 0 0 29564 UNION PACIFIC CORP COMMON STOCK 907818108 3779 15000 SH SOLE 0 0 0 15000 UNITED PARCEL SERVICE-CL B COMMON STOCK 911312106 3644 17000 SH SOLE 0 0 0 17000 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 7181 14300 SH SOLE 0 0 0 14300 URSTADT BIDDLE - CLASS A COMMON STOCK 917286205 362 17000 SH SOLE 0 0 0 17000 VENTAS INC COMMON STOCK 92276F100 2388 46705 SH SOLE 0 0 0 46705 VERIS RESIDENTIAL INC COMMON STOCK 554489104 110 6000 SH SOLE 0 0 0 6000 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 3819 73500 SH SOLE 0 0 0 73500 VERTEX PHARMACEUTICALS INC COMMON STOCK 92532F100 2525 11500 SH SOLE 0 0 0 11500 VICI PROPERTIES INC COMMON STOCK 925652109 1189 39500 SH SOLE 0 0 0 39500 VISA INC-CLASS A SHARES COMMON STOCK 92826C839 5721 26400 SH SOLE 0 0 0 26400 VORNADO REALTY TRUST COMMON STOCK 929042109 470 11237 SH SOLE 0 0 0 11237 WALMART INC COMMON STOCK 931142103 4196 29000 SH SOLE 0 0 0 29000 WASHINGTON REIT COMMON STOCK 939653101 362 14000 SH SOLE 0 0 0 14000 WASTE MANAGEMENT INC COMMON STOCK 94106L109 3305 19800 SH SOLE 0 0 0 19800 WATERS CORP COMMON STOCK 941848103 2273 6100 SH SOLE 0 0 0 6100 WELLTOWER INC COMMON STOCK 95040Q104 2853 33259 SH SOLE 0 0 0 33259 WP CAREY INC COMMON STOCK 92936U109 2109 25704 SH SOLE 0 0 0 25704 WP CAREY INC COMMON STOCK 92936U109 2051 25000 SH SOLE 0 0 0 25000 WW GRAINGER INC COMMON STOCK 384802104 2695 5200 SH SOLE 0 0 0 5200 YUM! BRANDS INC COMMON STOCK 988498101 2749 19800 SH SOLE 0 0 0 19800 ZOETIS INC COMMON STOCK 98978V103 3416 14000 SH SOLE 0 0 0 14000