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 7,662 64,731 SH   SOLE   64,731 0 0
ALCON AG ORD SHS H01301128 8,067 101,693 SH   SOLE   101,693 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 10,337 51,365 SH   SOLE   51,365 0 0
APPLE INC COM 037833100 10,650 60,992 SH   SOLE   60,992 0 0
BK OF AMERICA CORP COM 060505104 9,734 236,157 SH   SOLE   236,157 0 0
BECTON DICKINSON & CO 6% DP CONV PFD B 075887406 11,663 220,808 SH   SOLE   220,808 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 11,407 156,202 SH   SOLE   156,202 0 0
BROADCOM INC 8% MCNV PFD SR A 11135F200 8,049 4,100 SH   SOLE   4,100 0 0
CAMDEN PPTY TR SH BEN INT 133131102 9,605 57,792 SH   SOLE   57,792 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 6,861 149,580 SH   SOLE   149,580 0 0
COCA COLA CO COM 191216100 14,412 232,450 SH   SOLE   232,450 0 0
COTERRA ENERGY INC COM 127097103 4,720 175,000 SH   SOLE   175,000 0 0
COUSINS PPTYS INC COM NEW 222795502 10,138 251,634 SH   SOLE   251,634 0 0
CUMMINS INC COM 231021106 11,388 55,523 SH   SOLE   55,523 0 0
DTE ENERGY CO COM 233331107 9,164 69,315 SH   SOLE   69,315 0 0
EATON CORP PLC SHS G29183103 7,464 49,181 SH   SOLE   49,181 0 0
LILLY ELI & CO COM 532457108 9,451 33,003 SH   SOLE   33,003 0 0
GARMIN LTD SHS H2906T109 11,383 95,972 SH   SOLE   95,972 0 0
HOME DEPOT INC COM 437076102 12,063 40,301 SH   SOLE   40,301 0 0
JPMORGAN CHASE & CO COM 46625H100 16,443 120,620 SH   SOLE   120,620 0 0
LAM RESEARCH CORP COM 512807108 7,634 14,200 SH   SOLE   14,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,996 41,960 SH   SOLE   41,960 0 0
MEDTRONIC PLC SHS G5960L103 14,090 126,995 SH   SOLE   126,995 0 0
MICROSOFT CORP COM 594918104 8,925 28,947 SH   SOLE   28,947 0 0
MORGAN STANLEY COM NEW 617446448 14,816 169,525 SH   SOLE   169,525 0 0
PEPSICO INC COM 713448108 8,742 52,227 SH   SOLE   52,227 0 0
PROLOGIS INC. COM 74340W103 8,494 52,600 SH   SOLE   52,600 0 0
RAYONIER INC COM 754907103 14,435 351,034 SH   SOLE   351,034 0 0
SEMPRA COM 816851109 9,055 53,861 SH   SOLE   53,861 0 0
TARGET CORP COM 87612E106 7,879 37,128 SH   SOLE   37,128 0 0
TECK RESOURCES LTD CL B 878742204 14,110 349,344 SH   SOLE   349,344 0 0
TEXAS INSTRS INC COM 882508104 11,987 65,331 SH   SOLE   65,331 0 0
AES CORP COM 00130H105 12,807 497,735 SH   SOLE   497,735 0 0
UNION PAC CORP COM 907818108 11,313 41,407 SH   SOLE   41,407 0 0