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 LABS COM 002824100 7,547 63,891 SH   SOLE   63,891 0 0
ALCON AG ORD SHS H01301128 7,659 95,173 SH   SOLE   95,173 0 0
APPLE INC COM 037833100 9,273 65,534 SH   SOLE   65,534 0 0
BK OF AMERICA CORP COM 060505104 10,173 239,655 SH   SOLE   239,655 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 10,716 207,039 SH   SOLE   207,039 0 0
CATERPILLAR INC COM 149123101 7,460 38,859 SH   SOLE   38,859 0 0
COCA COLA CO COM 191216100 12,041 229,479 SH   SOLE   229,479 0 0
CUMMINS INC COM 231021106 15,606 69,496 SH   SOLE   69,496 0 0
DTE ENERGY CO COM 233331107 7,631 68,310 SH   SOLE   68,310 0 0
EATON CORP PLC SHS G29183103 10,371 69,461 SH   SOLE   69,461 0 0
LILLY ELI & CO COM 532457108 10,854 46,979 SH   SOLE   46,979 0 0
GARMIN ORD SHS H2906T109 11,505 74,003 SH   SOLE   74,003 0 0
HOME DEPOT INC COM 437076102 13,153 40,070 SH   SOLE   40,070 0 0
JPMORGAN CHASE & CO COM 46625H100 16,631 101,603 SH   SOLE   101,603 0 0
LAM RESEARCH CORP COM 512807108 7,702 13,532 SH   SOLE   13,532 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,403 41,427 SH   SOLE   41,427 0 0
MEDTRONIC ORD SHS G5960L103 12,111 96,621 SH   SOLE   96,621 0 0
MICROSOFT CORP COM 594918104 10,496 37,229 SH   SOLE   37,229 0 0
MOODYS CORP COM 615369105 9,096 25,616 SH   SOLE   25,616 0 0
MORGAN STANLEY COM NEW 617446448 13,558 139,330 SH   SOLE   139,330 0 0
PEPSICO INC COM 713448108 7,765 51,627 SH   SOLE   51,627 0 0
TECK RESOURCES LTD CL B 878742204 7,670 307,907 SH   SOLE   307,907 0 0
TEXAS INSTRS INC COM 882508104 11,448 59,561 SH   SOLE   59,561 0 0
SEMPRA COM 816851109 12,183 96,309 SH   SOLE   96,309 0 0
AES CORP COM 00130H105 13,592 595,337 SH   SOLE   595,337 0 0
UNION PAC CORP COM 907818108 11,661 59,490 SH   SOLE   59,490 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 10,792 56,480 SH   SOLE   56,480 0 0
AMERICAN TOWER CORP NEW COM 03027X100 9,156 34,499 SH   SOLE   34,499 0 0
CAMDEN PPTY TR SH BEN INT 133131102 9,522 64,571 SH   SOLE   64,571 0 0
COUSINS PPTYS INC COM NEW 222795502 9,244 247,902 SH   SOLE   247,902 0 0
PROLOGIS INC. COM 74340W103 9,688 77,238 SH   SOLE   77,238 0 0
RAYONIER INC COM 754907103 12,359 346,382 SH   SOLE   346,382 0 0
SUN CMNTYS INC COM 866674104 11,670 63,046 SH   SOLE   63,046 0 0