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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
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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
AES CORP COM 00130H105   7,595,401 264,096 SH   SOLE   264,096 0 0
AIR PRODS & CHEMS INC COM 009158106   5,973,771 19,379 SH   SOLE   19,379 0 0
ALCON AG ORD SHS H01301128   6,514,169 95,028 SH   SOLE   95,028 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   8,496,785 58,329 SH   SOLE   58,329 0 0
APPLE INC COM 037833100   5,329,729 41,020 SH   SOLE   41,020 0 0
BANK AMERICA CORP COM 060505104   7,744,052 233,818 SH   SOLE   233,818 0 0
BECTON DICKINSON & CO 6% DP CONV PFD B 075887406   9,430,815 188,315 SH   SOLE   188,315 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   6,899,357 95,891 SH   SOLE   95,891 0 0
BROADCOM INC COM 11135F101   6,655,884 11,904 SH   SOLE   11,904 0 0
CAMDEN PPTY TR SH BEN INT 133131102   7,199,254 64,348 SH   SOLE   64,348 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   5,852,798 141,886 SH   SOLE   141,886 0 0
COCA COLA CO COM 191216100   8,269,809 130,008 SH   SOLE   130,008 0 0
COTERRA ENERGY INC COM 127097103   8,151,269 331,757 SH   SOLE   331,757 0 0
COUSINS PPTYS INC COM NEW 222795502   6,288,207 248,644 SH   SOLE   248,644 0 0
DTE ENERGY CO COM 233331107   6,376,943 54,258 SH   SOLE   54,258 0 0
EATON CORP PLC SHS G29183103   7,202,122 45,888 SH   SOLE   45,888 0 0
HOME DEPOT INC COM 437076102   8,574,651 27,147 SH   SOLE   27,147 0 0
HUMANA INC COM 444859102   4,757,733 9,289 SH   SOLE   9,289 0 0
JPMORGAN CHASE & CO COM 46625H100   11,355,186 84,677 SH   SOLE   84,677 0 0
LAM RESEARCH CORP COM 512807108   5,566,874 13,245 SH   SOLE   13,245 0 0
MARTIN MARIETTA MATLS INC COM 573284106   9,372,584 27,732 SH   SOLE   27,732 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,958,077 20,010 SH   SOLE   20,010 0 0
MICROSOFT CORP COM 594918104   7,279,496 30,354 SH   SOLE   30,354 0 0
MORGAN STANLEY COM NEW 617446448   8,641,093 101,636 SH   SOLE   101,636 0 0
PEPSICO INC COM 713448108   6,172,430 34,166 SH   SOLE   34,166 0 0
PROLOGIS INC. COM 74340W103   7,402,641 65,667 SH   SOLE   65,667 0 0
RAYONIER INC COM 754907103   7,864,421 238,605 SH   SOLE   238,605 0 0
SEMPRA COM 816851109   7,375,422 47,725 SH   SOLE   47,725 0 0
SEMPRA COM 87612E106   5,941,032 39,862 SH   SOLE   39,862 0 0
TECK RESOURCES LTD CL B 878742204   7,334,546 193,933 SH   SOLE   193,933 0 0
TEXAS INSTRS INC COM 882508104   5,932,555 35,907 SH   SOLE   35,907 0 0
UNION PAC CORP COM 907818108   6,043,545 29,186 SH   SOLE   29,186 0 0