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
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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
Enbridge Inc Common Stock 29250N105   35,097 971,015 SH   SOLE 1 971,015 0 0
ICICI Bank Ltd ADR 45104G104   21,276 806,207 SH   SOLE 1 806,207 0 0
Stellantis NV Common Stock N82405106   15,719 553,288 SH   SOLE 1 553,288 0 0
Stellantis NV Common Stock N82405106   16,449 578,559 SH   SOLE 1 578,559 0 0
UBS Group AG Common Stock H42097107   55,925 1,817,211 SH   SOLE 1 1,817,211 0 0
Abbott Laboratories Common Stock 002824100   41,746 367,563 SH   SOLE 1 367,563 0 0
Accenture PLC Common Stock G1151C101   43,079 124,380 SH   SOLE 1 124,380 0 0
Adobe Inc Common Stock 00724F101   47,066 93,344 SH   SOLE 1 93,344 0 0
Alexandria Real Estate Equities Inc REIT 015271109   40,300 312,855 SH   SOLE 1 312,855 0 0
Alphabet Inc Common Stock 02079K305   185,416 1,229,414 SH   SOLE 1 1,229,414 0 0
Amazon.com Inc Common Stock 023135106   181,703 1,008,091 SH   SOLE 1 1,008,091 0 0
American Express Co Common Stock 025816109   46,618 204,899 SH   SOLE 1 204,899 0 0
American Tower Corp REIT 03027X100   23,841 120,751 SH   SOLE 1 120,751 0 0
American Tower Corp REIT 03027X100   55,105 279,096 SH   SOLE 1 279,096 0 0
Aon PLC Common Stock G0403H108   28,404 85,176 SH   SOLE 1 85,176 0 0
Apple Inc Common Stock 037833100   228,181 1,331,659 SH   SOLE 1 1,331,659 0 0
Ares Capital Corp Common Stock 04010L103   42,558 2,045,648 SH   SOLE 1 2,045,648 0 0
Automatic Data Processing Inc Common Stock 053015103   29,652 118,821 SH   SOLE 1 118,821 0 0
Bank of America Corp Common Stock 060505104   45,421 1,198,718 SH   SOLE 1 1,198,718 0 0
Berkshire Hathaway Inc Common Stock 084670702   96,379 229,363 SH   SOLE 1 229,363 0 0
Blackstone Inc Common Stock 09260D107   11,919 90,797 SH   SOLE 1 90,797 0 0
Blackstone Mortgage Trust Inc REIT 09257W100   7,645 384,247 SH   SOLE 1 384,247 0 0
Blue Owl Capital Corp Common Stock 69121K104   31,733 2,064,810 SH   SOLE 1 2,064,810 0 0
Broadcom Inc Common Stock 11135F101   92,243 69,648 SH   SOLE 1 69,648 0 0
Cheniere Energy Inc Common Stock 16411R208   44,319 275,000 SH   SOLE 1 275,000 0 0
Chevron Corp Common Stock 166764100   54,393 345,085 SH   SOLE 1 345,085 0 0
Cisco Systems Inc Common Stock 17275R102   33,763 676,978 SH   SOLE 1 676,978 0 0
Coca-Cola Co/The Common Stock 191216100   47,761 781,250 SH   SOLE 1 781,250 0 0
ConocoPhillips Common Stock 20825C104   44,310 348,393 SH   SOLE 1 348,393 0 0
Constellation Brands Inc Common Stock 21036P108   33,986 125,154 SH   SOLE 1 125,154 0 0
Costco Wholesale Corp Common Stock 22160K105   43,180 58,983 SH   SOLE 1 58,983 0 0
Danaher Corp Common Stock 235851102   43,548 174,519 SH   SOLE 1 174,519 0 0
Deere & Co Common Stock 244199105   36,006 87,728 SH   SOLE 1 87,728 0 0
Elevance Health Inc Common Stock 036752103   29,756 57,428 SH   SOLE 1 57,428 0 0
Eli Lilly & Co Common Stock 532457108   85,511 110,000 SH   SOLE 1 110,000 0 0
Equinix Inc REIT 29444U700   22,483 27,262 SH   SOLE 1 27,262 0 0
Equinix Inc REIT 29444U700   52,727 63,934 SH   SOLE 1 63,934 0 0
Eversource Energy Common Stock 30040W108   16,037 268,513 SH   SOLE 1 268,513 0 0
Fidelity National Information Services Inc Common Stock 31620M106   17,972 242,455 SH   SOLE 1 242,455 0 0
Globant SA Common Stock L44385109   11,158 55,305 SH   SOLE 1 55,305 0 0
Golub Capital BDC Inc Common Stock 38173M102   23,959 1,441,804 SH   SOLE 1 1,441,804 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc REIT 41068X100   13,750 484,511 SH   SOLE 1 484,511 0 0
Hercules Capital Inc Common Stock 427096508   6,911 374,837 SH   SOLE 1 374,837 0 0
Hess Corp Common Stock 42809H107   24,896 163,223 SH   SOLE 1 163,223 0 0
Home Depot Inc/The Common Stock 437076102   67,258 175,466 SH   SOLE 1 175,466 0 0
Honeywell International Inc Common Stock 438516106   38,990 190,105 SH   SOLE 1 190,105 0 0
Iron Mountain Inc REIT 46284V101   44,967 561,040 SH   SOLE 1 561,040 0 0
Johnson & Johnson Common Stock 478160104   40,892 258,696 SH   SOLE 1 258,696 0 0
JPMorgan Chase & Co Common Stock 46625H100   84,762 423,492 SH   SOLE 1 423,492 0 0
Kenvue Inc Common Stock 49177J102   2,841 132,486 SH   SOLE 1 132,486 0 0
KKR & Co Inc Common Stock 48251W104   45,042 448,158 SH   SOLE 1 448,158 0 0
Linde PLC Common Stock G54950103   53,209 114,681 SH   SOLE 1 114,681 0 0
Mastercard Inc Common Stock 57636Q104   38,930 80,900 SH   SOLE 1 80,900 0 0
McDonald's Corp Common Stock 580135101   44,518 158,013 SH   SOLE 1 158,013 0 0
Merck & Co Inc Common Stock 58933Y105   62,659 475,223 SH   SOLE 1 475,223 0 0
Meta Platforms Inc Common Stock 30303M102   66,737 137,542 SH   SOLE 1 137,542 0 0
Microsoft Corp Common Stock 594918104   316,774 753,500 SH   SOLE 1 753,500 0 0
Netflix Inc Common Stock 64110L106   33,520 55,234 SH   SOLE 1 55,234 0 0
NextEra Energy Inc Common Stock 65339F101   38,989 610,527 SH   SOLE 1 610,527 0 0
NextEra Energy Inc Common Stock 65339F101   39,209 613,968 SH   SOLE 1 613,968 0 0
NIKE Inc Common Stock 654106103   21,388 227,748 SH   SOLE 1 227,748 0 0
NVIDIA Corp Common Stock 67066G104   255,729 283,237 SH   SOLE 1 283,237 0 0
Oracle Corp Common Stock 68389X105   53,949 429,822 SH   SOLE 1 429,822 0 0
Otis Worldwide Corp Common Stock 68902V107   25,862 260,719 SH   SOLE 1 260,719 0 0
Outfront Media Inc REIT 69007J106   12,143 723,759 SH   SOLE 1 723,759 0 0
Phillips 66 Common Stock 718546104   25,213 154,474 SH   SOLE 1 154,474 0 0
PNC Financial Services Group Inc/The Common Stock 693475105   18,619 115,303 SH   SOLE 1 115,303 0 0
Procter & Gamble Co/The Common Stock 742718109   65,096 401,508 SH   SOLE 1 401,508 0 0
Republic Services Inc Common Stock 760759100   30,467 159,268 SH   SOLE 1 159,268 0 0
RTX Corp Common Stock 75513E101   32,811 336,675 SH   SOLE 1 336,675 0 0
Texas Instruments Inc Common Stock 882508104   34,023 195,446 SH   SOLE 1 195,446 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   46,168 79,494 SH   SOLE 1 79,494 0 0
TJX Cos Inc/The Common Stock 872540109   35,860 353,850 SH   SOLE 1 353,850 0 0
Union Pacific Corp Common Stock 907818108   38,208 155,477 SH   SOLE 1 155,477 0 0
Union Pacific Corp Common Stock 907818108   12,710 51,722 SH   SOLE 1 51,722 0 0
UnitedHealth Group Inc Common Stock 91324P102   69,233 140,055 SH   SOLE 1 140,055 0 0
Veralto Corp Common Stock 92338C103   4,616 52,106 SH   SOLE 1 52,106 0 0
Visa Inc Common Stock 92826C839   72,437 259,750 SH   SOLE 1 259,750 0 0
Westinghouse Air Brake Technologies Corp Common Stock 929740108   29,011 199,289 SH   SOLE 1 199,289 0 0
Walmart Inc Common Stock 931142103   51,397 854,847 SH   SOLE 1 854,847 0 0
Walt Disney Co/The Common Stock 254687106   34,692 283,740 SH   SOLE 1 283,740 0 0
Welltower Inc REIT 95040Q104   51,502 551,589 SH   SOLE 1 551,589 0 0
Xylem Inc/NY Common Stock 98419M100   18,159 140,612 SH   SOLE 1 140,612 0 0
Zimmer Biomet Holdings Inc Common Stock 98956P102   20,300 153,924 SH   SOLE 1 153,924 0 0
Vanguard Mid-Cap ETF ETP 922908629   289,591 1,159,887 SH   SOLE 1 1,159,887 0 0