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

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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
ABBVIE COM 00287Y109   859 5,010 SH   SOLE   5,010 0 0
AECOM COM 00766T100   17,476 198,270 SH   SOLE   198,270 0 0
ALPHABET INC-CL A COM 02079K305   15,046 82,600 SH   SOLE   82,600 0 0
AMAZON.COM COM 023135106   17,367 89,870 SH   SOLE   89,870 0 0
AMERICAN ELECTRIC POWER COM 025537101   219 2,500 SH   SOLE   2,500 0 0
AMERICAN EXPRESS COM 025816109   15,514 67,000 SH   SOLE   67,000 0 0
AMERICAN TOWER COM 03027X100   13,198 67,900 SH   SOLE   67,900 0 0
AMERIPRISE FINANCIAL COM 03076C106   21,445 50,200 SH   SOLE   50,200 0 0
AMGEN COM 031162100   10,998 35,200 SH   SOLE   35,200 0 0
ANTERO RESOURCES CORP COM 03674X106   128 3,910 SH   SOLE   3,910 0 0
APPLE COM 037833100   20,620 97,900 SH   SOLE   97,900 0 0
APPLIED MATERIALS COM 038222105   14,823 62,810 SH   SOLE   62,810 0 0
ARES CAPITAL COM 04010L103   24 1,160 SH   SOLE   1,160 0 0
ARES MANAGEMENT CORP-A COM 03990B101   11,462 86,000 SH   SOLE   86,000 0 0
ARTHUR J GALLAGHER & CO COM 363576109   37,600 145,000 SH   SOLE   145,000 0 0
AVALONBAY COMMUNITIES COM 053484101   12,475 60,300 SH   SOLE   60,300 0 0
BANK OF AMERICA COM 060505104   1,774 44,600 SH   SOLE   44,600 0 0
BLACKROCK COM 09247X101   709 900 SH   SOLE   900 0 0
BOEING COM 097023105   582 3,200 SH   SOLE   3,200 0 0
BROADCOM INC COM 11135F101   25,544 15,910 SH   SOLE   15,910 0 0
CHEVRON COM 166764100   252 1,610 SH   SOLE   1,610 0 0
CHICAGO MERCANTILE EXCHANGE COM 12572Q105   6,350 32,300 SH   SOLE   32,300 0 0
CHUBB LTD COM H1467J104   19,710 77,270 SH   SOLE   77,270 0 0
CISCO SYSTEMS COM 17275R102   1,680 35,370 SH   SOLE   35,370 0 0
COCA-COLA COM 191216100   14,739 231,560 SH   SOLE   231,560 0 0
COMCAST-A COM 20030N101   762 19,470 SH   SOLE   19,470 0 0
COMSTOCK RESOURCES COM 205768302   110 10,620 SH   SOLE   10,620 0 0
CONOCOPHILLIPS COM 20825C104   12,319 107,700 SH   SOLE   107,700 0 0
COSTCO WHOLESALE COM 22160K105   18,870 22,200 SH   SOLE   22,200 0 0
CRH PLC COM G25508105   23,904 318,800 SH   SOLE   318,800 0 0
DANAHER COM 235851102   250 1,000 SH   SOLE   1,000 0 0
DEERE & CO COM 244199105   859 2,300 SH   SOLE   2,300 0 0
DELL TECHNOLOGIES COM 24703L202   12,715 92,200 SH   SOLE   92,200 0 0
DELTA AIR LINES INC COM 247361702   7,946 167,500 SH   SOLE   167,500 0 0
DEVON ENERGY COM 25179M103   166 3,500 SH   SOLE   3,500 0 0
DIGITAL REALTY REIT COM 253868103   19,675 129,400 SH   SOLE   129,400 0 0
DOVER CORP COM 260003108   484 2,680 SH   SOLE   2,680 0 0
DR HORTON COM 23331A109   11,841 84,020 SH   SOLE   84,020 0 0
DUKE ENERGY COM 26441C204   24,044 239,890 SH   SOLE   239,890 0 0
EATON COM G29183103   15,533 49,540 SH   SOLE   49,540 0 0
ELI LILLY & CO COM 532457108   21,928 24,220 SH   SOLE   24,220 0 0
EMERSON ELECTRIC COM 291011104   20,325 184,500 SH   SOLE   184,500 0 0
ENERGY TRANSFER LP COM 29273V100   21,613 1,332,490 SH   SOLE   1,332,490 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107   19,398 669,370 SH   SOLE   669,370 0 0
EOG RESOURCES COM 26875P101   12,184 96,800 SH   SOLE   96,800 0 0
EQT CORP COM 26884L109   8,432 228,020 SH   SOLE   228,020 0 0
EXELON COM 30161N101   177 5,110 SH   SOLE   5,110 0 0
EXXON MOBIL COM 30231G102   31,929 277,350 SH   SOLE   277,350 0 0
FEDEX COM 31428X106   1,739 5,800 SH   SOLE   5,800 0 0
FIDELITY NATIONAL INFORMATION COM 31620M106   18,998 252,100 SH   SOLE   252,100 0 0
GENERAL ELECTRIC COM 369604301   10,158 63,900 SH   SOLE   63,900 0 0
GILEAD SCIENCES COM 375558103   12 180 SH   SOLE   180 0 0
GOLDMAN SACHS GROUP COM 38141G104   570 1,260 SH   SOLE   1,260 0 0
HOME DEPOT COM 437076102   14,069 40,870 SH   SOLE   40,870 0 0
HONEYWELL INTL COM 438516106   11,659 54,600 SH   SOLE   54,600 0 0
INTL BUSINESS MACHINES COM 459200101   9,201 53,200 SH   SOLE   53,200 0 0
INVESCO NASDAQ 100 ETF COM 46138G649   34,573 175,400 SH   SOLE   175,400 0 0
ISHARES 10-20 YEAR TREASURY ETF COM 464288653   60 586 SH   SOLE   586 0 0
ISHARES ESG 1-5 YEAR ETF COM 46435G243   2,169 88,579 SH   SOLE   88,579 0 0
ISHARES ESG AWARE USD CORPOR COM 46435G193   808 35,557 SH   SOLE   35,557 0 0
ISHARES GNMA BOND ETF COM 46429B333   196 4,553 SH   SOLE   4,553 0 0
ISHARES I-05Y INV GRADE CORP ETF COM 464288646   90 1,747 SH   SOLE   1,747 0 0
ISHARES S&P 500 GROWTH ETF COM 464287309   1,231 13,306 SH   SOLE   13,306 0 0
ISHARES S&P MIDCAP 400 ETF COM 464287507   3,898 66,610 SH   SOLE   66,610 0 0
ITT COM 45073V108   14,920 115,500 SH   SOLE   115,500 0 0
JOHNSON & JOHNSON COM 478160104   6,402 43,800 SH   SOLE   43,800 0 0
JPMORGAN CHASE COM 46625H100   37,105 183,450 SH   SOLE   183,450 0 0
L3HARRIS TECHNOLOGIES COM 502431109   19,853 88,400 SH   SOLE   88,400 0 0
LINDE PLC COM G54950103   20,185 46,000 SH   SOLE   46,000 0 0
LOCKHEED MARTIN COM 539830109   1,924 4,120 SH   SOLE   4,120 0 0
LYONDELLBASELL INDUSTRIES-CL A COM N53745100   86 900 SH   SOLE   900 0 0
MAGELLAN MIDSTREAM PARTNERS COM 559080106   1,076 15,600 SH   SOLE   15,600 0 0
MASTERCARD COM 57636Q104   247 560 SH   SOLE   560 0 0
MCDONALD'S COM 580135101   19,954 78,300 SH   SOLE   78,300 0 0
MCKESSON COM 58155Q103   28,735 49,200 SH   SOLE   49,200 0 0
MERCK & CO COM 58933Y105   14,875 120,150 SH   SOLE   120,150 0 0
META PLATFORMS INC COM 30303M102   15,232 30,210 SH   SOLE   30,210 0 0
METLIFE COM 59156R108   19,197 273,500 SH   SOLE   273,500 0 0
MICROCHIP TECHNOLOGY COM 595017104   439 4,800 SH   SOLE   4,800 0 0
MICROSOFT COM 594918104   34,205 76,530 SH   SOLE   76,530 0 0
MONDELEZ INTL COM 609207105   299 4,570 SH   SOLE   4,570 0 0
MORGAN STANLEY COM 617446448   18,738 192,800 SH   SOLE   192,800 0 0
NATIONWIDE HEALTH PP COM 638620104   165 3,900 SH   SOLE   3,900 0 0
NETFLIX COM 64110L106   1,289 1,910 SH   SOLE   1,910 0 0
NEXTERA ENERGY COM 65339F101   25,747 363,600 SH   SOLE   363,600 0 0
NEXTSTAR MEDIA GROUP INC-CLASS A COM 65336K103   13,032 78,500 SH   SOLE   78,500 0 0
NIKE-B COM 654106103   746 9,900 SH   SOLE   9,900 0 0
NVIDIA COM 67066G104   2,224 18,000 SH   SOLE   18,000 0 0
ORACLE COM 68389X105   9,177 64,990 SH   SOLE   64,990 0 0
OVINTIV INC COM 69047Q102   141 3,000 SH   SOLE   3,000 0 0
PEPSICO COM 713448108   3,810 23,100 SH   SOLE   23,100 0 0
PETROLEO BRASILEIRO SA COM 71654V408   148 10,210 SH   SOLE   10,210 0 0
PFIZER COM 717081103   839 29,980 SH   SOLE   29,980 0 0
PHILLIPS 66 COM 718546104   15,966 113,100 SH   SOLE   113,100 0 0
PROCTER & GAMBLE COM 742718109   18,187 110,280 SH   SOLE   110,280 0 0
PROLOGIS COM 74340W103   14,892 132,600 SH   SOLE   132,600 0 0
PUBLIC STORAGE COM 74460D109   219 760 SH   SOLE   760 0 0
QUALCOMM COM 747525103   12,927 64,900 SH   SOLE   64,900 0 0
REPUBLIC SERVICES-CL A COM 760759100   350 1,800 SH   SOLE   1,800 0 0
ROSS STORES INC COM 778296103   20,330 139,900 SH   SOLE   139,900 0 0
S&P GLOBAL INC COM 78409V104   12,533 28,100 SH   SOLE   28,100 0 0
SALESFORCE.COM COM 79466L302   1,054 4,100 SH   SOLE   4,100 0 0
SIMON PROPERTY GROUP COM 828806109   13,123 86,450 SH   SOLE   86,450 0 0
SOUTHWESTERN ENERGY COMPANY COM 845467109   66 9,850 SH   SOLE   9,850 0 0
STRYKER COM 863667101   17,523 51,500 SH   SOLE   51,500 0 0
TELLURIAN INC COM 87968A104   28 40,000 SH   SOLE   40,000 0 0
TEXAS INSTRUMENTS COM 882508104   447 2,300 SH   SOLE   2,300 0 0
THERMO FISHER SCIENTIFIC COM 883556102   995 1,800 SH   SOLE   1,800 0 0
T-MOBILE US INC COM 872590104   14,253 80,900 SH   SOLE   80,900 0 0
UNION PACIFIC COM 907818108   10,159 44,900 SH   SOLE   44,900 0 0
UNITED PARCEL SERVICE COM 911312106   192 1,400 SH   SOLE   1,400 0 0
UNITEDHEALTH GROUP COM 91324P102   2,332 4,580 SH   SOLE   4,580 0 0
VALLEY NATIONAL BANCORP COM 919794107   4 483 SH   SOLE   483 0 0
VERIZON COMMUNICATIONS COM 92343V104   19,477 472,290 SH   SOLE   472,290 0 0
VICI PROPERTIES COM 925652109   188 6,550 SH   SOLE   6,550 0 0
VISA INC-CL A COM 92826C839   14,173 54,000 SH   SOLE   54,000 0 0
VISTRA CORP COM 92840M102   6,027 70,100 SH   SOLE   70,100 0 0
WAL-MART STORES COM 931142103   26,136 386,000 SH   SOLE   386,000 0 0
WALT DISNEY CO COM 254687106   7,529 75,830 SH   SOLE   75,830 0 0
WASTE MANAGEMENT COM 94106L109   981 4,600 SH   SOLE   4,600 0 0
WELLS FARGO COM 949746101   19,646 330,800 SH   SOLE   330,800 0 0
WILLIAMS COS COM 969457100   1,516 35,660 SH   SOLE   35,660 0 0