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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNC INVT CORP COM 00123Q104   517,243 56,161 SH   SOLE   56,161 0 0
AGREE RLTY CORP COM 008492100   508,156 7,213 SH   SOLE   7,213 0 0
AIR PRODS & CHEMS INC COM 009158106   5,026,973 17,332 SH   SOLE   17,332 0 0
ALBEMARLE CORP COM 012653101   1,151,406 13,376 SH   SOLE   13,376 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,092,853 11,203 SH   SOLE   11,203 0 0
ALPHABET INC CAP STK CL A 02079K305   10,985,268 58,031 SH   SOLE   58,031 0 0
ALPHABET INC CAP STK CL C 02079K107   9,028,189 47,407 SH   SOLE   47,407 0 0
ALTRIA GROUP INC COM 02209S103   4,450,140 85,105 SH   SOLE   85,105 0 0
AMCOR PLC ORD G0250X107   1,505,911 160,033 SH   SOLE   160,033 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   845,617 22,598 SH   SOLE   22,598 0 0
AMERICAN TOWER CORP NEW COM 03027X100   6,113,239 33,331 SH   SOLE   33,331 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   402,662 18,816 SH   SOLE   18,816 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   659,441 36,035 SH   SOLE   36,035 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   1,371,567 27,149 SH   SOLE   27,149 0 0
AT&T INC COM 00206R102   4,075,830 179,000 SH   SOLE   179,000 0 0
AVALONBAY CMNTYS INC COM 053484101   2,250,513 10,231 SH   SOLE   10,231 0 0
AVERY DENNISON CORP COM 053611109   1,702,322 9,097 SH   SOLE   9,097 0 0
BALL CORP COM 058498106   1,864,938 33,828 SH   SOLE   33,828 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   602,847 21,654 SH   SOLE   21,654 0 0
BROWN FORMAN CORP CL B 115637209   386,333 10,172 SH   SOLE   10,172 0 0
BUNGE GLOBAL SA COM SHS H11356104   615,315 7,913 SH   SOLE   7,913 0 0
BXP INC COM 101121101   777,359 10,454 SH   SOLE   10,454 0 0
CAMDEN PPTY TR SH BEN INT 133131102   888,750 7,659 SH   SOLE   7,659 0 0
CAMPBELL SOUP CO COM 134429109   487,483 11,640 SH   SOLE   11,640 0 0
CBRE GROUP INC CL A 12504L109   2,875,645 21,903 SH   SOLE   21,903 0 0
CELANESE CORP DEL COM 150870103   871,354 12,590 SH   SOLE   12,590 0 0
CF INDS HLDGS INC COM 125269100   1,701,963 19,948 SH   SOLE   19,948 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,877,071 11,311 SH   SOLE   11,311 0 0
CHURCH & DWIGHT CO INC COM 171340102   1,431,700 13,673 SH   SOLE   13,673 0 0
CLOROX CO DEL COM 189054109   1,153,761 7,104 SH   SOLE   7,104 0 0
COCA COLA CO COM 191216100   5,763,969 92,579 SH   SOLE   92,579 0 0
COLGATE PALMOLIVE CO COM 194162103   3,872,402 42,596 SH   SOLE   42,596 0 0
COMCAST CORP NEW CL A 20030N101   3,662,478 97,588 SH   SOLE   97,588 0 0
CONAGRA BRANDS INC COM 205887102   774,530 27,911 SH   SOLE   27,911 0 0
CONSTELLATION BRANDS INC CL A 21036P108   1,962,038 8,878 SH   SOLE   8,878 0 0
CORTEVA INC COM 22052L104   4,412,976 77,475 SH   SOLE   77,475 0 0
COSTAR GROUP INC COM 22160N109   2,104,603 29,398 SH   SOLE   29,398 0 0
COSTCO WHSL CORP NEW COM 22160K105   9,711,546 10,599 SH   SOLE   10,599 0 0
COUSINS PPTYS INC COM NEW 222795502   335,048 10,935 SH   SOLE   10,935 0 0
CROWN CASTLE INC COM 22822V101   2,835,705 31,244 SH   SOLE   31,244 0 0
CUBESMART COM 229663109   693,742 16,190 SH   SOLE   16,190 0 0
DIGITAL RLTY TR INC COM 253868103   3,916,510 22,086 SH   SOLE   22,086 0 0
DISNEY WALT CO COM 254687106   4,743,399 42,599 SH   SOLE   42,599 0 0
DOLLAR GEN CORP NEW COM 256677105   957,379 12,627 SH   SOLE   12,627 0 0
DOLLAR TREE INC COM 256746108   882,793 11,780 SH   SOLE   11,780 0 0
DOW INC COM 260557103   3,153,536 78,583 SH   SOLE   78,583 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,563,086 46,729 SH   SOLE   46,729 0 0
EASTGROUP PPTYS INC COM 277276101   562,838 3,507 SH   SOLE   3,507 0 0
EASTMAN CHEM CO COM 277432100   1,216,839 13,325 SH   SOLE   13,325 0 0
ECOLAB INC COM 278865100   4,642,816 19,814 SH   SOLE   19,814 0 0
ELECTRONIC ARTS INC COM 285512109   3,873,585 26,477 SH   SOLE   26,477 0 0
EQUINIX INC COM 29444U700   6,397,509 6,785 SH   SOLE   6,785 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   894,771 13,435 SH   SOLE   13,435 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   1,761,134 24,542 SH   SOLE   24,542 0 0
ESSEX PPTY TR INC COM 297178105   1,319,875 4,624 SH   SOLE   4,624 0 0
EXTRA SPACE STORAGE INC COM 30225T102   2,281,550 15,251 SH   SOLE   15,251 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   601,395 5,372 SH   SOLE   5,372 0 0
FIRST INDL RLTY TR INC COM 32054K103   476,185 9,499 SH   SOLE   9,499 0 0
FMC CORP COM NEW 302491303   671,936 13,823 SH   SOLE   13,823 0 0
FOX CORP CL A COM 35137L105   1,682,763 34,639 SH   SOLE   34,639 0 0
FOX CORP CL B COM 35137L204   913,108 19,963 SH   SOLE   19,963 0 0
FREEPORT-MCMORAN INC CL B 35671D857   4,270,710 112,151 SH   SOLE   112,151 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   947,500 19,674 SH   SOLE   19,674 0 0
GENERAL MLS INC COM 370334104   2,013,346 31,572 SH   SOLE   31,572 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   441,310 26,036 SH   SOLE   26,036 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,024,405 50,538 SH   SOLE   50,538 0 0
HERSHEY CO COM 427866108   1,426,604 8,424 SH   SOLE   8,424 0 0
HORMEL FOODS CORP COM 440452100   540,787 17,239 SH   SOLE   17,239 0 0
HOST HOTELS & RESORTS INC COM 44107P104   885,759 50,557 SH   SOLE   50,557 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,433,434 28,781 SH   SOLE   28,781 0 0
INTERNATIONAL PAPER CO COM 460146103   2,105,761 39,126 SH   SOLE   39,126 0 0
INTERPUBLIC GROUP COS INC COM 460690100   1,624,740 57,985 SH   SOLE   57,985 0 0
INVITATION HOMES INC COM 46187W107   1,311,441 41,021 SH   SOLE   41,021 0 0
IRON MTN INC DEL COM 46284V101   2,214,037 21,064 SH   SOLE   21,064 0 0
JONES LANG LASALLE INC COM 48020Q107   893,584 3,530 SH   SOLE   3,530 0 0
KELLANOVA COM 487836108   1,244,833 15,374 SH   SOLE   15,374 0 0
KENVUE INC COM 49177J102   2,278,259 106,710 SH   SOLE   106,710 0 0
KEURIG DR PEPPER INC COM 49271V100   2,046,012 63,699 SH   SOLE   63,699 0 0
KILROY RLTY CORP COM 49427F108   307,663 7,606 SH   SOLE   7,606 0 0
KIMBERLY-CLARK CORP COM 494368103   2,488,712 18,992 SH   SOLE   18,992 0 0
KIMCO RLTY CORP COM 49446R109   1,134,387 48,416 SH   SOLE   48,416 0 0
KRAFT HEINZ CO COM 500754106   1,542,932 50,242 SH   SOLE   50,242 0 0
KROGER CO COM 501044101   2,284,503 37,359 SH   SOLE   37,359 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   768,545 6,313 SH   SOLE   6,313 0 0
LAMB WESTON HLDGS INC COM 513272104   537,113 8,037 SH   SOLE   8,037 0 0
LAUDER ESTEE COS INC CL A 518439104   1,009,606 13,465 SH   SOLE   13,465 0 0
LINDE PLC SHS G54950103   15,656,583 37,396 SH   SOLE   37,396 0 0
LINEAGE INC COM 53566V106   251,031 4,286 SH   SOLE   4,286 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   3,101,137 23,947 SH   SOLE   23,947 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,141,278 28,831 SH   SOLE   28,831 0 0
MARTIN MARIETTA MATLS INC COM 573284106   3,520,464 6,816 SH   SOLE   6,816 0 0
MATCH GROUP INC NEW COM 57667L107   1,283,442 39,237 SH   SOLE   39,237 0 0
MCCORMICK & CO INC COM NON VTG 579780206   1,075,975 14,113 SH   SOLE   14,113 0 0
META PLATFORMS INC CL A 30303M102   18,568,864 31,714 SH   SOLE   31,714 0 0
MID-AMER APT CMNTYS INC COM 59522J103   1,300,088 8,411 SH   SOLE   8,411 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   590,224 10,297 SH   SOLE   10,297 0 0
MONDELEZ INTL INC CL A 609207105   3,572,511 59,811 SH   SOLE   59,811 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   2,104,502 40,040 SH   SOLE   40,040 0 0
MOSAIC CO NEW COM 61945C103   900,808 36,648 SH   SOLE   36,648 0 0
NETFLIX INC COM 64110L106   6,781,163 7,608 SH   SOLE   7,608 0 0
NEWMONT CORP COM 651639106   3,334,838 89,598 SH   SOLE   89,598 0 0
NEWS CORP NEW CL A 65249B109   1,606,766 58,343 SH   SOLE   58,343 0 0
NEWS CORP NEW CL B 65249B208   517,523 17,007 SH   SOLE   17,007 0 0
NNN REIT INC COM 637417106   536,606 13,136 SH   SOLE   13,136 0 0
NUCOR CORP COM 670346105   3,099,584 26,558 SH   SOLE   26,558 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   700,868 18,517 SH   SOLE   18,517 0 0
OMNICOM GROUP INC COM 681919106   2,572,940 29,904 SH   SOLE   29,904 0 0
PACKAGING CORP AMER COM 695156109   2,258,279 10,031 SH   SOLE   10,031 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   979,087 93,603 SH   SOLE   93,603 0 0
PEPSICO INC COM 713448108   4,990,153 32,817 SH   SOLE   32,817 0 0
PHILIP MORRIS INTL INC COM 718172109   4,479,788 37,223 SH   SOLE   37,223 0 0
POTLATCHDELTIC CORPORATION COM 737630103   201,863 5,143 SH   SOLE   5,143 0 0
PPG INDS INC COM 693506107   3,139,624 26,284 SH   SOLE   26,284 0 0
PROCTER AND GAMBLE CO COM 742718109   9,406,171 56,106 SH   SOLE   56,106 0 0
PROLOGIS INC. COM 74340W103   7,003,471 66,258 SH   SOLE   66,258 0 0
PUBLIC STORAGE OPER CO COM 74460D109   3,396,248 11,342 SH   SOLE   11,342 0 0
QURATE RETAIL INC COM SER A 74915M100   22,303 67,586 SH   SOLE   67,586 0 0
RAYONIER INC COM 754907103   251,787 9,647 SH   SOLE   9,647 0 0
REALTY INCOME CORP COM 756109104   3,338,819 62,513 SH   SOLE   62,513 0 0
REGENCY CTRS CORP COM 758849103   866,681 11,723 SH   SOLE   11,723 0 0
REXFORD INDL RLTY INC COM 76169C100   608,934 15,751 SH   SOLE   15,751 0 0
RITHM CAPITAL CORP COM NEW 64828T201   404,165 37,319 SH   SOLE   37,319 0 0
SABRA HEALTH CARE REIT INC COM 78573L106   291,011 16,802 SH   SOLE   16,802 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,577,004 7,738 SH   SOLE   7,738 0 0
SHERWIN WILLIAMS CO COM 824348106   6,167,690 18,144 SH   SOLE   18,144 0 0
SIMON PPTY GROUP INC NEW COM 828806109   3,783,454 21,970 SH   SOLE   21,970 0 0
SMUCKER J M CO COM NEW 832696405   686,708 6,236 SH   SOLE   6,236 0 0
SMURFIT WESTROCK PLC SHS G8267P108   2,948,350 54,741 SH   SOLE   54,741 0 0
STAG INDL INC COM 85254J102   442,129 13,073 SH   SOLE   13,073 0 0
STARWOOD PPTY TR INC COM 85571B105   432,079 22,801 SH   SOLE   22,801 0 0
STEEL DYNAMICS INC COM 858119100   1,846,907 16,191 SH   SOLE   16,191 0 0
SUN CMNTYS INC COM 866674104   1,038,236 8,443 SH   SOLE   8,443 0 0
SYSCO CORP COM 871829107   2,132,775 27,894 SH   SOLE   27,894 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   4,551,010 24,723 SH   SOLE   24,723 0 0
TARGET CORP COM 87612E106   3,520,628 26,044 SH   SOLE   26,044 0 0
T-MOBILE US INC COM 872590104   4,188,352 18,975 SH   SOLE   18,975 0 0
TYSON FOODS INC CL A 902494103   944,773 16,448 SH   SOLE   16,448 0 0
UDR INC COM 902653104   937,178 21,589 SH   SOLE   21,589 0 0
VENTAS INC COM 92276F100   1,748,739 29,695 SH   SOLE   29,695 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,487,448 87,208 SH   SOLE   87,208 0 0
VICI PPTYS INC COM 925652109   2,196,095 75,183 SH   SOLE   75,183 0 0
VORNADO RLTY TR SH BEN INT 929042109   497,375 11,831 SH   SOLE   11,831 0 0
VULCAN MATLS CO COM 929160109   3,811,377 14,817 SH   SOLE   14,817 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   406,433 43,562 SH   SOLE   43,562 0 0
WALMART INC COM 931142103   9,376,433 103,779 SH   SOLE   103,779 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   3,607,594 341,305 SH   SOLE   341,305 0 0
WELLTOWER INC COM 95040Q104   4,393,658 34,862 SH   SOLE   34,862 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   1,494,737 53,099 SH   SOLE   53,099 0 0
WP CAREY INC COM 92936U109   856,099 15,714 SH   SOLE   15,714 0 0
ZILLOW GROUP INC CL A 98954M101   276,882 3,908 SH   SOLE   3,908 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   804,775 10,868 SH   SOLE   10,868 0 0