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
ABBVIE INC COMMON STOCK 00287Y109   3,053 19,700 SH   SOLE 0 0 0 19,700
AFLAC INC COMMON STOCK 001055102   1,774 21,500 SH   SOLE 0 0 0 21,500
AGILENT TECHNOLOGIES INC COMMON STOCK 00846U101   1,432 10,300 SH   SOLE 0 0 0 10,300
ALPHABET INC-CL A COMMON STOCK 02079K305   5,727 41,000 SH   SOLE 0 0 0 41,000
ALPHABET INC-CL C COMMON STOCK 02079K107   5,299 37,600 SH   SOLE 0 0 0 37,600
ALTRIA GROUP INC COMMON STOCK 02209S103   0 0 SH   SOLE 0 0 0 0
AMERICAN FINANCIAL GROUP INC COMMON STOCK 025932104   1,129 9,500 SH   SOLE 0 0 0 9,500
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106   1,595 4,200 SH   SOLE 0 0 0 4,200
AMGEN INC COMMON STOCK 031162100   2,506 8,700 SH   SOLE 0 0 0 8,700
AON PLC-CLASS A COMMON STOCK 000000000   1,455 5,000 SH   SOLE 0 0 0 5,000
APPLE INC COMMON STOCK 037833100   16,226 84,280 SH   SOLE 0 0 0 84,280
APPLIED MATERIALS INC COMMON STOCK 038222105   2,107 13,000 SH   SOLE 0 0 0 13,000
ASSURANT INC COMMON STOCK 04621X108   1,264 7,500 SH   SOLE 0 0 0 7,500
ATandT INC COMMON STOCK 00206R102   1,963 117,000 SH   SOLE 0 0 0 117,000
ATMOS ENERGY CORP COMMON STOCK 049560105   1,333 11,500 SH   SOLE 0 0 0 11,500
AUTOMATIC DATA PROCESSING COMMON STOCK 053015103   1,701 7,300 SH   SOLE 0 0 0 7,300
AUTOZONE INC COMMON STOCK 053332102   1,526 590 SH   SOLE 0 0 0 590
AVERY DENNISON CORP COMMON STOCK 053611109   1,496 7,400 SH   SOLE 0 0 0 7,400
Alexandria Real Estate Equities Inc COMMON STOCK 015271109   1,071 8,450 SH   SOLE 0 0 0 8,450
American Homes 4 Rent COMMON STOCK 02665T306   629 17,500 SH   SOLE 0 0 0 17,500
Apartment Income REIT Corp COMMON STOCK 03750L109   846 24,357 SH   SOLE 0 0 0 24,357
Apple Hospitality REIT Inc COMMON STOCK 03784Y200   266 16,000 SH   SOLE 0 0 0 16,000
AvalonBay Communities Inc COMMON STOCK 053484101   1,947 10,402 SH   SOLE 0 0 0 10,402
BEST BUY CO INC COMMON STOCK 086516101   1,198 15,300 SH   SOLE 0 0 0 15,300
BOOKING HOLDINGS INC COMMON STOCK 09857L108   2,128 600 SH   SOLE 0 0 0 600
BOOZ ALLEN HAMILTON HOLDINGS COMMON STOCK 099502106   1,471 11,500 SH   SOLE 0 0 0 11,500
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108   1,745 34,000 SH   SOLE 0 0 0 34,000
Boston Properties Inc COMMON STOCK 101121101   408 5,814 SH   SOLE 0 0 0 5,814
Brandywine Realty Trust COMMON STOCK 105368203   386 71,500 SH   SOLE 0 0 0 71,500
Brixmor Property Group Inc COMMON STOCK 11120U105   1,064 45,711 SH   SOLE 0 0 0 45,711
Broadstone Net Lease Inc COMMON STOCK 11135E203   1,050 61,000 SH   SOLE 0 0 0 61,000
CADENCE DESIGN SYS INC COMMON STOCK 127387108   1,852 6,800 SH   SOLE 0 0 0 6,800
CAMPBELL SOUP CO COMMON STOCK 134429109   1,167 27,000 SH   SOLE 0 0 0 27,000
CDW CORP/DE COMMON STOCK 12514G108   1,529 6,725 SH   SOLE 0 0 0 6,725
CENCORA INC COMMON STOCK 03073E105   1,643 8,000 SH   SOLE 0 0 0 8,000
CINTAS CORP COMMON STOCK 172908105   1,808 3,000 SH   SOLE 0 0 0 3,000
CISCO SYSTEMS INC COMMON STOCK 17275R102   2,526 50,000 SH   SOLE 0 0 0 50,000
COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102   1,662 22,000 SH   SOLE 0 0 0 22,000
COLGATE-PALMOLIVE CO COMMON STOCK 194162103   1,786 22,400 SH   SOLE 0 0 0 22,400
CONAGRA BRANDS INC COMMON STOCK 205887102   1,132 39,500 SH   SOLE 0 0 0 39,500
COSTCO WHOLESALE CORP COMMON STOCK 22160K105   3,168 4,800 SH   SOLE 0 0 0 4,800
CUMMINS INC COMMON STOCK 231021106   1,390 5,800 SH   SOLE 0 0 0 5,800
CVS HEALTH CORP COMMON STOCK 126650100   1,816 23,000 SH   SOLE 0 0 0 23,000
Camden Property Trust COMMON STOCK 133131102   1,016 10,231 SH   SOLE 0 0 0 10,231
Camden Property Trust COMMON STOCK 133131102   1,191 12,000 SH   SOLE 0 0 0 12,000
Centerspace COMMON STOCK 15202L107   391 6,719 SH   SOLE 0 0 0 6,719
Chatham Lodging Trust COMMON STOCK 16208T102   96 9,000 SH   SOLE 0 0 0 9,000
Cousins Properties Inc COMMON STOCK 222795502   436 17,900 SH   SOLE 0 0 0 17,900
CubeSmart COMMON STOCK 229663109   1,284 27,700 SH   SOLE 0 0 0 27,700
DOMINION ENERGY INC COMMON STOCK 25746U109   1,175 25,000 SH   SOLE 0 0 0 25,000
DOVER CORP COMMON STOCK 260003108   1,384 9,000 SH   SOLE 0 0 0 9,000
Digital Realty Trust Inc COMMON STOCK 253868103   2,725 20,247 SH   SOLE 0 0 0 20,247
DigitalBridge Group Inc COMMON STOCK 25401T603   85 4,821 SH   SOLE 0 0 0 4,821
Diversified Healthcare Trust COMMON STOCK 25525P107   75 20,000 SH   SOLE 0 0 0 20,000
EBAY INC COMMON STOCK 278642103   1,309 30,000 SH   SOLE 0 0 0 30,000
EDISON INTERNATIONAL COMMON STOCK 281020107   1,430 20,000 SH   SOLE 0 0 0 20,000
ELECTRONIC ARTS INC COMMON STOCK 285512109   1,464 10,700 SH   SOLE 0 0 0 10,700
ELEVANCE HEALTH INC COMMON STOCK 036752103   1,910 4,050 SH   SOLE 0 0 0 4,050
EPR Properties COMMON STOCK 26884U109   678 14,000 SH   SOLE 0 0 0 14,000
EVERGY INC COMMON STOCK 30034W106   1,148 22,000 SH   SOLE 0 0 0 22,000
EVERSOURCE ENERGY COMMON STOCK 30040W108   1,234 20,000 SH   SOLE 0 0 0 20,000
EXELON CORP COMMON STOCK 30161N101   1,346 37,500 SH   SOLE 0 0 0 37,500
Equinix Inc COMMON STOCK 29444U700   3,069 3,810 SH   SOLE 0 0 0 3,810
Equity Residential COMMON STOCK 29476L107   1,581 25,853 SH   SOLE 0 0 0 25,853
Essential Properties Realty Trust Inc COMMON STOCK 29670E107   856 33,500 SH   SOLE 0 0 0 33,500
Essex Property Trust Inc COMMON STOCK 297178105   1,351 5,450 SH   SOLE 0 0 0 5,450
Extra Space Storage Inc COMMON STOCK 30225T102   1,291 8,055 SH   SOLE 0 0 0 8,055
FAIR ISAAC CORP COMMON STOCK 303250104   1,630 1,400 SH   SOLE 0 0 0 1,400
FASTENAL CO COMMON STOCK 311900104   1,587 24,500 SH   SOLE 0 0 0 24,500
FIRSTENERGY CORP COMMON STOCK 337932107   1,210 33,000 SH   SOLE 0 0 0 33,000
FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105   1,498 5,300 SH   SOLE 0 0 0 5,300
Four Corners Property Trust Inc COMMON STOCK 35086T109   316 12,500 SH   SOLE 0 0 0 12,500
GARTNER INC COMMON STOCK 366651107   1,579 3,500 SH   SOLE 0 0 0 3,500
GENERAL MILLS INC COMMON STOCK 370334104   1,303 20,000 SH   SOLE 0 0 0 20,000
GENUINE PARTS CO COMMON STOCK 372460105   1,247 9,000 SH   SOLE 0 0 0 9,000
GILEAD SCIENCES INC COMMON STOCK 375558103   1,920 23,700 SH   SOLE 0 0 0 23,700
GLOBE LIFE INC COMMON STOCK 37959E102   1,254 10,300 SH   SOLE 0 0 0 10,300
Gaming and Leisure Properties Inc COMMON STOCK 36467J108   951 19,271 SH   SOLE 0 0 0 19,271
Gaming and Leisure Properties Inc COMMON STOCK 36467J108   1,234 25,000 SH   SOLE 0 0 0 25,000
Getty Realty Corp COMMON STOCK 374297109   468 16,000 SH   SOLE 0 0 0 16,000
Global Medical REIT Inc COMMON STOCK 37954A204   713 64,200 SH   SOLE 0 0 0 64,200
Global Net Lease Inc COMMON STOCK 379378201   94 9,492 SH   SOLE 0 0 0 9,492
HARTFORD FINANCIAL SVCS GRP COMMON STOCK 416515104   1,407 17,500 SH   SOLE 0 0 0 17,500
HENRY SCHEIN INC COMMON STOCK 806407102   1,174 15,500 SH   SOLE 0 0 0 15,500
HERSHEY CO/THE COMMON STOCK 427866108   1,249 6,700 SH   SOLE 0 0 0 6,700
HOLOGIC INC COMMON STOCK 436440101   1,215 17,000 SH   SOLE 0 0 0 17,000
HOME DEPOT INC COMMON STOCK 437076102   3,604 10,400 SH   SOLE 0 0 0 10,400
HP INC COMMON STOCK 40434L105   1,204 40,000 SH   SOLE 0 0 0 40,000
HUMANA INC COMMON STOCK 444859102   1,465 3,200 SH   SOLE 0 0 0 3,200
Healthcare Realty Trust Inc COMMON STOCK 42226K105   1,259 73,082 SH   SOLE 0 0 0 73,082
Healthpeak Properties Inc COMMON STOCK 42250P103   1,539 77,707 SH   SOLE 0 0 0 77,707
Highwoods Properties Inc COMMON STOCK 431284108   223 9,698 SH   SOLE 0 0 0 9,698
Host Hotels and Resorts Inc COMMON STOCK 44107P104   922 47,343 SH   SOLE 0 0 0 47,343
Hudson Pacific Properties Inc COMMON STOCK 444097109   354 38,000 SH   SOLE 0 0 0 38,000
ILLINOIS TOOL WORKS COMMON STOCK 452308109   1,860 7,100 SH   SOLE 0 0 0 7,100
INTERPUBLIC GROUP OF COS INC COMMON STOCK 460690100   1,142 35,000 SH   SOLE 0 0 0 35,000
INTL BUSINESS MACHINES CORP COMMON STOCK 459200101   2,371 14,500 SH   SOLE 0 0 0 14,500
Independence Realty Trust Inc COMMON STOCK 45378A106   536 35,000 SH   SOLE 0 0 0 35,000
Innovative Industrial Properties Inc COMMON STOCK 45781V101   444 4,404 SH   SOLE 0 0 0 4,404
Invitation Homes Inc COMMON STOCK 46187W107   1,281 37,565 SH   SOLE 0 0 0 37,565
Iron Mountain Inc COMMON STOCK 46284V101   1,784 25,500 SH   SOLE 0 0 0 25,500
JM SMUCKER CO/THE COMMON STOCK 832696405   1,188 9,400 SH   SOLE 0 0 0 9,400
JOHNSON and JOHNSON COMMON STOCK 478160104   3,840 24,500 SH   SOLE 0 0 0 24,500
JPMORGAN CHASE and CO COMMON STOCK 46625H100   510 3,000 SH   SOLE 0 0 0 3,000
KELLOGG CO COMMON STOCK 487836108   1,202 21,500 SH   SOLE 0 0 0 21,500
KEURIG DR PEPPER INC COMMON STOCK 49271V100   1,333 40,000 SH   SOLE 0 0 0 40,000
KEYSIGHT TECHNOLOGIES IN COMMON STOCK 49338L103   1,273 8,000 SH   SOLE 0 0 0 8,000
KIMBERLY-CLARK CORP COMMON STOCK 494368103   1,349 11,100 SH   SOLE 0 0 0 11,100
KINDER MORGAN INC COMMON STOCK 49456B101   1,323 75,000 SH   SOLE 0 0 0 75,000
KLA CORP COMMON STOCK 482480100   1,570 2,700 SH   SOLE 0 0 0 2,700
KRAFT HEINZ CO/THE COMMON STOCK 500754106   1,294 35,000 SH   SOLE 0 0 0 35,000
KROGER CO COMMON STOCK 501044101   1,417 31,000 SH   SOLE 0 0 0 31,000
Kilroy Realty Corp COMMON STOCK 49427F108   179 4,500 SH   SOLE 0 0 0 4,500
Kimco Realty Corp COMMON STOCK 49446R109   219 10,295 SH   SOLE 0 0 0 10,295
Kite Realty Group Trust COMMON STOCK 49803T300   786 34,400 SH   SOLE 0 0 0 34,400
LENNOX INTERNATIONAL INC COMMON STOCK 526107107   1,432 3,200 SH   SOLE 0 0 0 3,200
LKQ CORP COMMON STOCK 501889208   1,243 26,000 SH   SOLE 0 0 0 26,000
LOWE'S COS INC COMMON STOCK 548661107   2,003 9,000 SH   SOLE 0 0 0 9,000
LXP Industrial Trust COMMON STOCK 529043101   764 77,000 SH   SOLE 0 0 0 77,000
MARKEL GROUP INC COMMON STOCK 570535104   1,420 1,000 SH   SOLE 0 0 0 1,000
MARSH and MCLENNAN COS COMMON STOCK 571748102   1,838 9,700 SH   SOLE 0 0 0 9,700
MASCO CORP COMMON STOCK 574599106   1,453 21,700 SH   SOLE 0 0 0 21,700
MASTERCARD INC - A COMMON STOCK 57636Q104   3,412 8,000 SH   SOLE 0 0 0 8,000
MCKESSON CORP COMMON STOCK 58155Q103   1,852 4,000 SH   SOLE 0 0 0 4,000
MERCK and CO. INC. COMMON STOCK 58933Y105   3,063 28,100 SH   SOLE 0 0 0 28,100
METLIFE INC COMMON STOCK 59156R108   1,521 23,000 SH   SOLE 0 0 0 23,000
METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105   1,274 1,050 SH   SOLE 0 0 0 1,050
MICROSOFT CORP COMMON STOCK 594918104   14,436 38,390 SH   SOLE 0 0 0 38,390
MOLINA HEALTHCARE INC COMMON STOCK 60855R100   1,445 4,000 SH   SOLE 0 0 0 4,000
MOTOROLA SOLUTIONS INC COMMON STOCK 620076307   1,565 5,000 SH   SOLE 0 0 0 5,000
Macerich Co/The COMMON STOCK 554382101   134 8,692 SH   SOLE 0 0 0 8,692
Medical Properties Trust Inc COMMON STOCK 58463J304   606 123,500 SH   SOLE 0 0 0 123,500
Mid-America Apartment Communities Inc COMMON STOCK 59522J103   1,230 9,150 SH   SOLE 0 0 0 9,150
NETAPP INC COMMON STOCK 64110D104   1,455 16,500 SH   SOLE 0 0 0 16,500
NEW YORK REIT INC liquidation shs COMMON STOCK 64976L208   0 2,200 SH   SOLE 0 0 0 2,200
NORFOLK SOUTHERN CORP COMMON STOCK 655844108   1,584 6,700 SH   SOLE 0 0 0 6,700
NVR INC COMMON STOCK 62944T105   1,470 210 SH   SOLE 0 0 0 210
National Health Investors Inc COMMON STOCK 63633D104   838 15,000 SH   SOLE 0 0 0 15,000
National Storage Affiliates Trust COMMON STOCK 637870106   771 18,600 SH   SOLE 0 0 0 18,600
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107   1,615 1,700 SH   SOLE 0 0 0 1,700
OTIS WORLDWIDE CORP COMMON STOCK 68902V107   1,342 15,000 SH   SOLE 0 0 0 15,000
Omega Healthcare Investors Inc COMMON STOCK 681936100   834 27,200 SH   SOLE 0 0 0 27,200
PAYCHEX INC COMMON STOCK 704326107   1,507 12,650 SH   SOLE 0 0 0 12,650
PEPSICO INC COMMON STOCK 713448108   2,633 15,500 SH   SOLE 0 0 0 15,500
PFIZER INC COMMON STOCK 717081103   2,102 73,000 SH   SOLE 0 0 0 73,000
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109   0 0 SH   SOLE 0 0 0 0
PROCTER and GAMBLE CO/THE COMMON STOCK 742718109   3,444 23,500 SH   SOLE 0 0 0 23,500
PUBLIC SERVICE ENTERPRISE GP COMMON STOCK 744573106   1,394 22,800 SH   SOLE 0 0 0 22,800
Park Hotels and Resorts Inc COMMON STOCK 700517105   78 5,106 SH   SOLE 0 0 0 5,106
Pebblebrook Hotel Trust COMMON STOCK 70509V100   102 6,355 SH   SOLE 0 0 0 6,355
Physicians Realty Trust COMMON STOCK 71943U104   692 52,000 SH   SOLE 0 0 0 52,000
Plymouth Industrial REIT Inc COMMON STOCK 729640102   939 39,027 SH   SOLE 0 0 0 39,027
Power REIT COMMON STOCK 73933H101   19 29,948 SH   SOLE 0 0 0 29,948
Prologis Inc COMMON STOCK 74340W103   7,979 59,858 SH   SOLE 0 0 0 59,858
Public Storage COMMON STOCK 74460D109   3,206 10,513 SH   SOLE 0 0 0 10,513
QUALCOMM INC COMMON STOCK 747525103   2,502 17,300 SH   SOLE 0 0 0 17,300
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100   1,296 9,400 SH   SOLE 0 0 0 9,400
RETAIL VALUE INC liquidated COMMON STOCK 000000000   0 108 SH   SOLE 0 0 0 108
RLJ Lodging Trust COMMON STOCK 74965L101   338 28,800 SH   SOLE 0 0 0 28,800
ROBERT HALF INC COMMON STOCK 770323103   1,266 14,400 SH   SOLE 0 0 0 14,400
ROYALTY PHARMA PLC- CL A COMMON STOCK 000000000   1,124 40,000 SH   SOLE 0 0 0 40,000
Realty Income Corp COMMON STOCK 756109104   1,378 24,000 SH   SOLE 0 0 0 24,000
Realty Income Corp COMMON STOCK 756109104   2,237 38,954 SH   SOLE 0 0 0 38,954
Regency Centers Corp COMMON STOCK 758849103   395 5,899 SH   SOLE 0 0 0 5,899
SEALED AIR CORP COMMON STOCK 81211K100   986 27,000 SH   SOLE 0 0 0 27,000
SEI INVESTMENTS COMPANY COMMON STOCK 784117103   1,303 20,500 SH   SOLE 0 0 0 20,500
SEMPRA ENERGY COMMON STOCK 816851109   1,450 19,400 SH   SOLE 0 0 0 19,400
SITE Centers Corp COMMON STOCK 82981J109   136 10,000 SH   SOLE 0 0 0 10,000
SL Green Realty Corp COMMON STOCK 78440X887   86 1,902 SH   SOLE 0 0 0 1,902
SMITH (A.O.) CORP COMMON STOCK 831865209   1,360 16,500 SH   SOLE 0 0 0 16,500
SNAP-ON INC COMMON STOCK 833034101   1,358 4,700 SH   SOLE 0 0 0 4,700
STAG Industrial Inc COMMON STOCK 85254J102   1,278 32,563 SH   SOLE 0 0 0 32,563
Sabra Health Care REIT Inc COMMON STOCK 78573L106   812 56,874 SH   SOLE 0 0 0 56,874
Simon Property Group Inc COMMON STOCK 828806109   3,367 23,606 SH   SOLE 0 0 0 23,606
Spirit Realty Capital Inc COMMON STOCK 84860W300   1,306 29,900 SH   SOLE 0 0 0 29,900
Summit Hotel Properties Inc COMMON STOCK 866082100   126 18,700 SH   SOLE 0 0 0 18,700
TANGER INC COMMON STOCK 875465106   374 13,500 SH   SOLE 0 0 0 13,500
TEXAS INSTRUMENTS INC COMMON STOCK 882508104   2,233 13,100 SH   SOLE 0 0 0 13,100
TRACTOR SUPPLY COMPANY COMMON STOCK 892356106   1,247 5,800 SH   SOLE 0 0 0 5,800
TRAVELERS COS INC/THE COMMON STOCK 89417E109   1,524 8,000 SH   SOLE 0 0 0 8,000
UDR Inc COMMON STOCK 902653104   1,087 28,388 SH   SOLE 0 0 0 28,388
ULTA BEAUTY INC COMMON STOCK 90384S303   1,274 2,600 SH   SOLE 0 0 0 2,600
UMH Properties Inc COMMON STOCK 903002103   407 26,564 SH   SOLE 0 0 0 26,564
UNION PACIFIC CORP COMMON STOCK 907818108   2,333 9,500 SH   SOLE 0 0 0 9,500
UNITED PARCEL SERVICE-CL B COMMON STOCK 911312106   1,792 11,400 SH   SOLE 0 0 0 11,400
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102   4,422 8,400 SH   SOLE 0 0 0 8,400
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104   2,281 60,500 SH   SOLE 0 0 0 60,500
VICI Properties Inc COMMON STOCK 925652109   1,482 46,500 SH   SOLE 0 0 0 46,500
VICI Properties Inc COMMON STOCK 925652109   1,275 40,000 SH   SOLE 0 0 0 40,000
VISA INC-CLASS A SHARES COMMON STOCK 92826C839   4,061 15,600 SH   SOLE 0 0 0 15,600
Ventas Inc COMMON STOCK 92276F100   1,755 35,205 SH   SOLE 0 0 0 35,205
Vornado Realty Trust COMMON STOCK 929042109   176 6,237 SH   SOLE 0 0 0 6,237
WALMART INC COMMON STOCK 931142103   2,806 17,800 SH   SOLE 0 0 0 17,800
WATERS CORP COMMON STOCK 941848103   1,416 4,300 SH   SOLE 0 0 0 4,300
WP Carey Inc COMMON STOCK 92936U109   1,167 18,000 SH   SOLE 0 0 0 18,000
WP Carey Inc COMMON STOCK 92936U109   1,446 22,304 SH   SOLE 0 0 0 22,304
WR BERKLEY CORP COMMON STOCK 084423102   1,414 20,000 SH   SOLE 0 0 0 20,000
WW GRAINGER INC COMMON STOCK 384802104   1,492 1,800 SH   SOLE 0 0 0 1,800
Welltower Inc COMMON STOCK 95040Q104   2,278 25,259 SH   SOLE 0 0 0 25,259
YUM! BRANDS INC COMMON STOCK 988498101   1,516 11,600 SH   SOLE 0 0 0 11,600
ZOETIS INC COMMON STOCK 98978V103   2,092 10,600 SH   SOLE 0 0 0 10,600