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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BROADCOM INC COM 11135F101 963 1,530 SH   SOLE   1,530 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,102 9,800 SH   SOLE   9,800 0 0
ISHARES TR US HOME CONS ETF 464288752 2,492 42,060 SH   SOLE   42,060 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,079 12,000 SH   SOLE   12,000 0 0
AMAZON COM INC COM 023135106 7,335 2,250 SH   SOLE   2,250 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,002 11,100 SH   SOLE   11,100 0 0
TOYOTA MOTOR CORP ADS 892331307 2,642 14,660 SH   SOLE   14,660 0 0
BLOCK INC CL A 852234103 780 5,750 SH   SOLE   5,750 0 0
INTEL CORP COM 458140100 10,591 213,700 SH   SOLE   213,700 0 0
AMERICAN EXPRESS CO COM 025816109 842 4,500 SH   SOLE   4,500 0 0
SALESFORCE COM INC COM 79466L302 851 4,010 SH   SOLE   4,010 0 0
BP PLC SPONSORED ADR 055622104 11,566 393,400 SH   SOLE   393,400 0 0
NEXTERA ENERGY INC COM 65339F101 2,092 24,700 SH   SOLE   24,700 0 0
AVALONBAY CMNTYS INC COM 053484101 1,068 4,300 SH   SOLE   4,300 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,491 11,330 SH   SOLE   11,330 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 13,744 269,810 SH   SOLE   269,810 0 0
PALO ALTO NETWORKS INC COM 697435105 747 1,200 SH   SOLE   1,200 0 0
MODERNA INC COM 60770K107 484 2,810 SH   SOLE   2,810 0 0
ALPHABET INC CAP STK CL A 02079K305 7,273 2,615 SH   SOLE   2,615 0 0
CATERPILLAR INC COM 149123101 3,387 15,200 SH   SOLE   15,200 0 0
PFIZER INC COM 717081103 8,185 158,100 SH   SOLE   158,100 0 0
UBER TECHNOLOGIES INC COM 90353T100 621 17,400 SH   SOLE   17,400 0 0
INTUIT COM 461202103 866 1,800 SH   SOLE   1,800 0 0
CANADIAN PAC RY LTD COM 13645T100 867 10,500 SH   SOLE   10,500 0 0
ILLUMINA INC COM 452327109 454 1,300 SH   SOLE   1,300 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,106 24,700 SH   SOLE   24,700 0 0
NVIDIA CORPORATION COM 67066G104 1,048 3,840 SH   SOLE   3,840 0 0
MASTERCARD INCORPORATED CL A 57636Q104 836 2,340 SH   SOLE   2,340 0 0
GENERAL MTRS CO COM 37045V100 6,102 139,500 SH   SOLE   139,500 0 0
ENBRIDGE INC COM 29250N105 1,055 22,900 SH   SOLE   22,900 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 5,958 77,950 SH   SOLE   77,950 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,107 28,300 SH   SOLE   28,300 0 0
SPDR SER TR S&P METALS MNG 78464A755 2,982 48,650 SH   SOLE   48,650 0 0
GLOBAL X FDS US INFR DEV ETF 37954Y673 2,636 93,200 SH   SOLE   93,200 0 0
BLACKSTONE INC COM 09260D107 1,073 8,450 SH   SOLE   8,450 0 0
CISCO SYS INC COM 17275R102 3,145 56,400 SH   SOLE   56,400 0 0
IQVIA HLDGS INC COM 46266C105 472 2,040 SH   SOLE   2,040 0 0
ETSY INC COM 29786A106 385 3,100 SH   SOLE   3,100 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 4,401 114,900 SH   SOLE   114,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 902 8,650 SH   SOLE   8,650 0 0
APPLE INC COM 037833100 7,437 42,590 SH   SOLE   42,590 0 0
MORGAN STANLEY COM NEW 617446448 8,646 98,920 SH   SOLE   98,920 0 0
DEERE & CO COM 244199105 2,700 6,500 SH   SOLE   6,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 495 1,640 SH   SOLE   1,640 0 0
DOCUSIGN INC COM 256163106 407 3,800 SH   SOLE   3,800 0 0
BIONTECH SE SPONSORED ADS 09075V102 490 2,870 SH   SOLE   2,870 0 0
ISHARES INC MSCI GBL ETF NEW 46434G848 4,472 87,300 SH   SOLE   87,300 0 0
AT&T INC COM 00206R102 21,139 894,600 SH   SOLE   894,600 0 0
ERICSSON ADR B SEK 10 294821608 1,252 137,000 SH   SOLE   137,000 0 0
EXXON MOBIL CORP COM 30231G102 8,664 104,900 SH   SOLE   104,900 0 0
BOEING CO COM 097023105 7,631 39,850 SH   SOLE   39,850 0 0
COCA COLA CO COM 191216100 2,096 33,800 SH   SOLE   33,800 0 0
JOHNSON & JOHNSON COM 478160104 7,089 40,000 SH   SOLE   40,000 0 0
BARCLAYS PLC ADR 06738E204 9,899 1,253,000 SH   SOLE   1,253,000 0 0
NORFOLK SOUTHN CORP COM 655844108 884 3,100 SH   SOLE   3,100 0 0
ADVANCED MICRO DEVICES INC COM 007903107 885 8,090 SH   SOLE   8,090 0 0
FIRST SOLAR INC COM 336433107 335 4,000 SH   SOLE   4,000 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 2,257 44,660 SH   SOLE   44,660 0 0
JPMORGAN CHASE & CO COM 46625H100 10,473 76,830 SH   SOLE   76,830 0 0
BOSTON PROPERTIES INC COM 101121101 2,112 16,400 SH   SOLE   16,400 0 0
FORD MTR CO DEL COM 345370860 7,583 448,450 SH   SOLE   448,450 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,620 60,850 SH   SOLE   60,850 0 0
ISHARES TR U.S. REAL ES ETF 464287739 3,976 36,740 SH   SOLE   36,740 0 0
CARLYLE GROUP INC COM 14316J108 1,042 21,300 SH   SOLE   21,300 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 1,032 26,900 SH   SOLE   26,900 0 0
CANADIAN NATL RY CO COM 136375102 885 6,600 SH   SOLE   6,600 0 0
PAYPAL HLDGS INC COM 70450Y103 885 7,650 SH   SOLE   7,650 0 0
KKR & CO INC COM 48251W104 1,017 17,400 SH   SOLE   17,400 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 8,407 193,000 SH   SOLE   193,000 0 0
QUALCOMM INC COM 747525103 944 6,180 SH   SOLE   6,180 0 0
UNION PAC CORP COM 907818108 1,694 6,200 SH   SOLE   6,200 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 2,486 18,480 SH   SOLE   18,480 0 0
VISA INC COM CL A 92826C839 849 3,830 SH   SOLE   3,830 0 0
GILEAD SCIENCES INC COM 375558103 1,260 21,200 SH   SOLE   21,200 0 0
HONDA MOTOR LTD AMERN SHS 438128308 1,252 44,300 SH   SOLE   44,300 0 0
MERCK & CO INC COM 58933Y105 7,573 92,300 SH   SOLE   92,300 0 0
CSX CORP COM 126408103 876 23,400 SH   SOLE   23,400 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 747 19,700 SH   SOLE   19,700 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,087 5,400 SH   SOLE   5,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 431 730 SH   SOLE   730 0 0
BK OF AMERICA CORP COM 060505104 9,996 242,500 SH   SOLE   242,500 0 0
CHEVRON CORP NEW COM 166764100 10,714 65,800 SH   SOLE   65,800 0 0
REALTY INCOME CORP COM 756109104 1,331 19,200 SH   SOLE   19,200 0 0
ENPHASE ENERGY INC COM 29355A107 303 1,500 SH   SOLE   1,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 911 2,000 SH   SOLE   2,000 0 0
BEST BUY INC COM 086516101 1,185 13,040 SH   SOLE   13,040 0 0
MICROSOFT CORP COM 594918104 7,399 24,000 SH   SOLE   24,000 0 0