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
ABBOTT LABORATORIES COM 002824100 5,923 51,093 SH   SOLE 0 51,093 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 9,457 51,977 SH   SOLE 0 51,977 0 0
APPLE INC COM 037833100 8,644 63,112 SH   SOLE 0 63,112 0 0
BALL CORP COM 058498106 10,406 128,437 SH   SOLE 0 128,437 0 0
BK OF AMERICA CORP COM 060505104 7,650 185,535 SH   SOLE 0 185,535 0 0
CAMDEN PPTY TR SH BEN INT 133131102 7,809 58,858 SH   SOLE 0 58,858 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 13,663 281,124 SH   SOLE 0 281,124 0 0
CATERPILLAR INC COM 149123101 6,677 30,679 SH   SOLE 0 30,679 0 0
COCA COLA CO COM 191216100 10,659 196,982 SH   SOLE 0 196,982 0 0
COUSINS PPTYS INC COM NEW 222795502 7,790 211,787 SH   SOLE 0 211,787 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 6,532 33,479 SH   SOLE 0 33,479 0 0
CUMMINS INC COM 231021106 13,331 54,677 SH   SOLE 0 54,677 0 0
DTE ENERGY CO COM 233331107 5,617 43,344 SH   SOLE 0 43,344 0 0
EATON CORP LPC SHS G29183103 10,641 71,810 SH   SOLE 0 71,810 0 0
LILLY ELI & CO COM 532457108 8,844 38,534 SH   SOLE 0 38,534 0 0
GARMIN LTD SHS H2906T109 9,333 64,529 SH   SOLE 0 64,529 0 0
HOME DEPOT INC COM 437076102 10,668 33,455 SH   SOLE 0 33,455 0 0
JPMORGAN CHASE & CO COM 46625H100 13,454 86,499 SH   SOLE 0 86,499 0 0
LAM RESEARCH CORP COM 512807108 7,703 11,838 SH   SOLE 0 11,838 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,857 32,478 SH   SOLE 0 32,478 0 0
MEDTRONIC PLC SHS G5960L103 10,362 83,474 SH   SOLE 0 83,474 0 0
MICROSOFT CORP COM 594918104 9,963 36,776 SH   SOLE 0 36,776 0 0
MOODYS CORP COM 615369105 8,153 22,498 SH   SOLE 0 22,498 0 0
MORGAN STANLEY COM NEW 617446448 11,155 121,660 SH   SOLE 0 121,660 0 0
PEPSICO INC COM 713448108 6,577 44,391 SH   SOLE 0 44,391 0 0
PROLOGIS INC COM 74340W103 10,243 85,698 SH   SOLE 0 85,698 0 0
RAYONIER INC COM 754907103 10,519 292,775 SH   SOLE 0 292,775 0 0
SEMPRA ENERGY COM 816851109 10,664 80,496 SH   SOLE 0 80,496 0 0
SUN CMNTYS INC COM 866674104 10,878 63,463 SH   SOLE 0 63,463 0 0
TEXAS INSTRS INC COM 882508104 9,370 48,728 SH   SOLE 0 48,728 0 0
AES CORP COM 00130H105 11,714 449,338 SH   SOLE 0 449,338 0 0
UNION PAC CORP COM 907818108 10,585 48,131 SH   SOLE 0 48,131 0 0