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
ABBOTT LABORATORIES COMMON STOCK 002824100   2,828 25,000 SH   SOLE 0 0 0 25,000
ABBVIE INC COMMON STOCK 00287Y109   3,430 19,300 SH   SOLE 0 0 0 19,300
ADOBE INC COMMON STOCK 00724F101   2,668 6,000 SH   SOLE 0 0 0 6,000
AFLAC INC COMMON STOCK 001055102   1,655 16,000 SH   SOLE 0 0 0 16,000
AGILENT TECHNOLOGIES INC COMMON STOCK 00846U101   1,411 10,500 SH   SOLE 0 0 0 10,500
ALPHABET INC-CL A COMMON STOCK 02079K305   5,490 29,000 SH   SOLE 0 0 0 29,000
ALPHABET INC-CL C COMMON STOCK 02079K107   4,780 25,100 SH   SOLE 0 0 0 25,100
AMERICAN FINANCIAL GROUP INC COMMON STOCK 025932104   1,506 11,000 SH   SOLE 0 0 0 11,000
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106   1,970 3,700 SH   SOLE 0 0 0 3,700
AMGEN INC COMMON STOCK 031162100   2,111 8,100 SH   SOLE 0 0 0 8,100
AON PLC-CLASS A COMMON STOCK 000000000   1,832 5,100 SH   SOLE 0 0 0 5,100
APPLE INC COMMON STOCK 037833100   10,087 40,280 SH   SOLE 0 0 0 40,280
APPLIED MATERIALS INC COMMON STOCK 038222105   2,147 13,200 SH   SOLE 0 0 0 13,200
ASSURANT INC COMMON STOCK 04621X108   1,493 7,000 SH   SOLE 0 0 0 7,000
ATandT INC COMMON STOCK 00206R102   2,584 113,500 SH   SOLE 0 0 0 113,500
ATMOS ENERGY CORP COMMON STOCK 049560105   1,532 11,000 SH   SOLE 0 0 0 11,000
AUTOMATIC DATA PROCESSING COMMON STOCK 053015103   2,313 7,900 SH   SOLE 0 0 0 7,900
AUTOZONE INC COMMON STOCK 053332102   1,889 590 SH   SOLE 0 0 0 590
Alexandria Real Estate Equities Inc COMMON STOCK 015271109   902 9,250 SH   SOLE 0 0 0 9,250
American Homes 4 Rent COMMON STOCK 02665T306   842 22,500 SH   SOLE 0 0 0 22,500
Apple Hospitality REIT Inc COMMON STOCK 03784Y200   246 16,000 SH   SOLE 0 0 0 16,000
AvalonBay Communities Inc COMMON STOCK 053484101   2,508 11,402 SH   SOLE 0 0 0 11,402
BEST BUY CO INC COMMON STOCK 086516101   1,373 16,000 SH   SOLE 0 0 0 16,000
BLACKROCK INC COMMON STOCK 09290D101   2,460 2,400 SH   SOLE 0 0 0 2,400
BOOKING HOLDINGS INC COMMON STOCK 09857L108   2,733 550 SH   SOLE 0 0 0 550
BOOZ ALLEN HAMILTON HOLDINGS COMMON STOCK 099502106   1,068 8,300 SH   SOLE 0 0 0 8,300
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108   2,291 40,500 SH   SOLE 0 0 0 40,500
BROADCOM INC COMMON STOCK 11135F101   3,825 16,500 SH   SOLE 0 0 0 16,500
Boston Properties Inc COMMON STOCK 101121101   462 6,214 SH   SOLE 0 0 0 6,214
Brandywine Realty Trust COMMON STOCK 105368203   372 66,500 SH   SOLE 0 0 0 66,500
Brixmor Property Group Inc COMMON STOCK 11120U105   1,342 48,211 SH   SOLE 0 0 0 48,211
Broadstone Net Lease Inc COMMON STOCK 11135E203   983 62,000 SH   SOLE 0 0 0 62,000
CADENCE DESIGN SYS INC COMMON STOCK 127387108   1,653 5,500 SH   SOLE 0 0 0 5,500
CARDINAL HEALTH INC COMMON STOCK 14149Y108   1,679 14,200 SH   SOLE 0 0 0 14,200
CARLISLE COS INC COMMON STOCK 142339100   1,291 3,500 SH   SOLE 0 0 0 3,500
CDW CORP/DE COMMON STOCK 12514G108   1,170 6,725 SH   SOLE 0 0 0 6,725
CENCORA INC COMMON STOCK 03073E105   1,618 7,200 SH   SOLE 0 0 0 7,200
CINTAS CORP COMMON STOCK 172908105   1,644 9,000 SH   SOLE 0 0 0 9,000
CISCO SYSTEMS INC COMMON STOCK 17275R102   3,286 55,500 SH   SOLE 0 0 0 55,500
COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102   1,730 22,500 SH   SOLE 0 0 0 22,500
COLGATE-PALMOLIVE CO COMMON STOCK 194162103   1,791 19,700 SH   SOLE 0 0 0 19,700
CONAGRA BRANDS INC COMMON STOCK 205887102   1,346 48,500 SH   SOLE 0 0 0 48,500
CORPAY INC COMMON STOCK 219948106   1,557 4,600 SH   SOLE 0 0 0 4,600
COSTCO WHOLESALE CORP COMMON STOCK 22160K105   4,398 4,800 SH   SOLE 0 0 0 4,800
CUMMINS INC COMMON STOCK 231021106   1,638 4,700 SH   SOLE 0 0 0 4,700
CURBLINE PROPERTIES CORP COMMON STOCK 23128Q101   232 10,000 SH   SOLE 0 0 0 10,000
CVS HEALTH CORP COMMON STOCK 126650100   853 19,000 SH   SOLE 0 0 0 19,000
Camden Property Trust COMMON STOCK 133131102   1,129 9,731 SH   SOLE 0 0 0 9,731
Camden Property Trust COMMON STOCK 133131102   1,451 12,500 SH   SOLE 0 0 0 12,500
Centerspace COMMON STOCK 15202L107   464 7,019 SH   SOLE 0 0 0 7,019
Chatham Lodging Trust COMMON STOCK 16208T102   134 15,000 SH   SOLE 0 0 0 15,000
Community Healthcare Trust Inc COMMON STOCK 20369C106   231 12,000 SH   SOLE 0 0 0 12,000
Cousins Properties Inc COMMON STOCK 222795502   625 20,400 SH   SOLE 0 0 0 20,400
CubeSmart COMMON STOCK 229663109   1,230 28,700 SH   SOLE 0 0 0 28,700
DICK'S SPORTING GOODS INC COMMON STOCK 253393102   1,510 6,600 SH   SOLE 0 0 0 6,600
DOMINION ENERGY INC COMMON STOCK 25746U109   1,589 29,500 SH   SOLE 0 0 0 29,500
DOMINO'S PIZZA INC COMMON STOCK 25754A201   1,175 2,800 SH   SOLE 0 0 0 2,800
DOVER CORP COMMON STOCK 260003108   1,369 7,300 SH   SOLE 0 0 0 7,300
DR HORTON INC COMMON STOCK 23331A109   1,356 9,700 SH   SOLE 0 0 0 9,700
Digital Realty Trust Inc COMMON STOCK 253868103   4,300 24,247 SH   SOLE 0 0 0 24,247
DigitalBridge Group Inc COMMON STOCK 25401T603   54 4,821 SH   SOLE 0 0 0 4,821
Diversified Healthcare Trust COMMON STOCK 25525P107   46 20,000 SH   SOLE 0 0 0 20,000
EBAY INC COMMON STOCK 278642103   1,561 25,200 SH   SOLE 0 0 0 25,200
EDISON INTERNATIONAL COMMON STOCK 281020107   1,533 19,200 SH   SOLE 0 0 0 19,200
ELECTRONIC ARTS INC COMMON STOCK 285512109   1,639 11,200 SH   SOLE 0 0 0 11,200
ELEVANCE HEALTH INC COMMON STOCK 036752103   1,789 4,850 SH   SOLE 0 0 0 4,850
EPR Properties COMMON STOCK 26884U109   775 17,500 SH   SOLE 0 0 0 17,500
EVERGY INC COMMON STOCK 30034W106   1,477 24,000 SH   SOLE 0 0 0 24,000
EVERSOURCE ENERGY COMMON STOCK 30040W108   1,350 23,500 SH   SOLE 0 0 0 23,500
EXELON CORP COMMON STOCK 30161N101   1,562 41,500 SH   SOLE 0 0 0 41,500
EXPEDITORS INTL WASH INC COMMON STOCK 302130109   1,329 12,000 SH   SOLE 0 0 0 12,000
Equinix Inc COMMON STOCK 29444U700   5,082 5,390 SH   SOLE 0 0 0 5,390
Equity Residential COMMON STOCK 29476L107   1,999 27,853 SH   SOLE 0 0 0 27,853
Essential Properties Realty Trust Inc COMMON STOCK 29670E107   1,079 34,500 SH   SOLE 0 0 0 34,500
Essex Property Trust Inc COMMON STOCK 297178105   1,584 5,550 SH   SOLE 0 0 0 5,550
Extra Space Storage Inc COMMON STOCK 30225T102   1,355 9,055 SH   SOLE 0 0 0 9,055
FAIR ISAAC CORP COMMON STOCK 303250104   1,593 800 SH   SOLE 0 0 0 800
FASTENAL CO COMMON STOCK 311900104   1,546 21,500 SH   SOLE 0 0 0 21,500
FIRSTENERGY CORP COMMON STOCK 337932107   1,412 35,500 SH   SOLE 0 0 0 35,500
Four Corners Property Trust Inc COMMON STOCK 35086T109   380 14,000 SH   SOLE 0 0 0 14,000
GARTNER INC COMMON STOCK 366651107   1,163 2,400 SH   SOLE 0 0 0 2,400
GENERAL MILLS INC COMMON STOCK 370334104   1,530 24,000 SH   SOLE 0 0 0 24,000
GENUINE PARTS CO COMMON STOCK 372460105   1,436 12,300 SH   SOLE 0 0 0 12,300
GILEAD SCIENCES INC COMMON STOCK 375558103   2,309 25,000 SH   SOLE 0 0 0 25,000
GLOBE LIFE INC COMMON STOCK 37959E102   1,316 11,800 SH   SOLE 0 0 0 11,800
GODADDY INC - CLASS A COMMON STOCK 380237107   1,678 8,500 SH   SOLE 0 0 0 8,500
Getty Realty Corp COMMON STOCK 374297109   753 25,000 SH   SOLE 0 0 0 25,000
Global Medical REIT Inc COMMON STOCK 37954A204   465 60,200 SH   SOLE 0 0 0 60,200
Global Net Lease Inc COMMON STOCK 379378201   106 14,492 SH   SOLE 0 0 0 14,492
HARTFORD FINANCIAL SVCS GRP COMMON STOCK 416515104   1,586 14,500 SH   SOLE 0 0 0 14,500
HENRY SCHEIN INC COMMON STOCK 806407102   1,349 19,500 SH   SOLE 0 0 0 19,500
HERSHEY CO/THE COMMON STOCK 427866108   1,423 8,400 SH   SOLE 0 0 0 8,400
HOLOGIC INC COMMON STOCK 436440101   1,355 18,800 SH   SOLE 0 0 0 18,800
HOME DEPOT INC COMMON STOCK 437076102   4,357 11,200 SH   SOLE 0 0 0 11,200
HP INC COMMON STOCK 40434L105   1,452 44,500 SH   SOLE 0 0 0 44,500
HUMANA INC COMMON STOCK 444859102   507 2,000 SH   SOLE 0 0 0 2,000
Healthcare Realty Trust Inc COMMON STOCK 42226K105   1,315 77,582 SH   SOLE 0 0 0 77,582
Healthpeak Properties Inc COMMON STOCK 42250P103   2,265 111,755 SH   SOLE 0 0 0 111,755
Highwoods Properties Inc COMMON STOCK 431284108   297 9,698 SH   SOLE 0 0 0 9,698
Host Hotels and Resorts Inc COMMON STOCK 44107P104   943 53,843 SH   SOLE 0 0 0 53,843
Hudson Pacific Properties Inc COMMON STOCK 444097109   115 38,000 SH   SOLE 0 0 0 38,000
ILLINOIS TOOL WORKS COMMON STOCK 452308109   1,876 7,400 SH   SOLE 0 0 0 7,400
INTERPUBLIC GROUP OF COS INC COMMON STOCK 460690100   757 27,000 SH   SOLE 0 0 0 27,000
INTL BUSINESS MACHINES CORP COMMON STOCK 459200101   3,078 14,000 SH   SOLE 0 0 0 14,000
Independence Realty Trust Inc COMMON STOCK 45378A106   645 32,500 SH   SOLE 0 0 0 32,500
Innovative Industrial Properties Inc COMMON STOCK 45781V101   293 4,404 SH   SOLE 0 0 0 4,404
Invitation Homes Inc COMMON STOCK 46187W107   1,479 46,265 SH   SOLE 0 0 0 46,265
Iron Mountain Inc COMMON STOCK 46284V101   2,344 22,300 SH   SOLE 0 0 0 22,300
JACK HENRY and ASSOCIATES INC COMMON STOCK 426281101   1,315 7,500 SH   SOLE 0 0 0 7,500
JM SMUCKER CO/THE COMMON STOCK 832696405   1,354 12,300 SH   SOLE 0 0 0 12,300
JOHNSON and JOHNSON COMMON STOCK 478160104   3,948 27,300 SH   SOLE 0 0 0 27,300
JPMORGAN CHASE and CO COMMON STOCK 46625H100   6,352 26,500 SH   SOLE 0 0 0 26,500
KELLOGG CO COMMON STOCK 487836108   1,069 13,200 SH   SOLE 0 0 0 13,200
KEURIG DR PEPPER INC COMMON STOCK 49271V100   1,574 49,000 SH   SOLE 0 0 0 49,000
KEYSIGHT TECHNOLOGIES IN COMMON STOCK 49338L103   1,269 7,900 SH   SOLE 0 0 0 7,900
KIMBERLY-CLARK CORP COMMON STOCK 494368103   1,677 12,800 SH   SOLE 0 0 0 12,800
KINDER MORGAN INC COMMON STOCK 49456B101   2,055 75,000 SH   SOLE 0 0 0 75,000
KLA CORP COMMON STOCK 482480100   1,890 3,000 SH   SOLE 0 0 0 3,000
KRAFT HEINZ CO/THE COMMON STOCK 500754106   1,443 47,000 SH   SOLE 0 0 0 47,000
KROGER CO COMMON STOCK 501044101   1,529 25,000 SH   SOLE 0 0 0 25,000
Kilroy Realty Corp COMMON STOCK 49427F108   222 5,500 SH   SOLE 0 0 0 5,500
Kimco Realty Corp COMMON STOCK 49446R109   382 16,295 SH   SOLE 0 0 0 16,295
Kite Realty Group Trust COMMON STOCK 49803T300   919 36,400 SH   SOLE 0 0 0 36,400
LAM RESEARCH CORP COMMON STOCK 512807306   2,022 28,000 SH   SOLE 0 0 0 28,000
LENNOX INTERNATIONAL INC COMMON STOCK 526107107   1,462 2,400 SH   SOLE 0 0 0 2,400
LKQ CORP COMMON STOCK 501889208   728 19,800 SH   SOLE 0 0 0 19,800
LOWE'S COS INC COMMON STOCK 548661107   2,369 9,600 SH   SOLE 0 0 0 9,600
LXP Industrial Trust COMMON STOCK 529043101   698 86,000 SH   SOLE 0 0 0 86,000
Lamar Advertising Co COMMON STOCK 512816109   511 4,200 SH   SOLE 0 0 0 4,200
MARKEL GROUP INC COMMON STOCK 570535104   1,640 950 SH   SOLE 0 0 0 950
MARSH and MCLENNAN COS COMMON STOCK 571748102   2,124 10,000 SH   SOLE 0 0 0 10,000
MASCO CORP COMMON STOCK 574599106   1,306 18,000 SH   SOLE 0 0 0 18,000
MASTERCARD INC - A COMMON STOCK 57636Q104   4,739 9,000 SH   SOLE 0 0 0 9,000
MCKESSON CORP COMMON STOCK 58155Q103   2,080 3,650 SH   SOLE 0 0 0 3,650
MERCK and CO. INC. COMMON STOCK 58933Y105   3,233 32,500 SH   SOLE 0 0 0 32,500
META PLATFORMS INC-CLASS A COMMON STOCK 30303M102   9,075 15,500 SH   SOLE 0 0 0 15,500
METLIFE INC COMMON STOCK 59156R108   1,679 20,500 SH   SOLE 0 0 0 20,500
METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105   1,407 1,150 SH   SOLE 0 0 0 1,150
MICROSOFT CORP COMMON STOCK 594918104   9,100 21,590 SH   SOLE 0 0 0 21,590
MOLINA HEALTHCARE INC COMMON STOCK 60855R100   1,252 4,300 SH   SOLE 0 0 0 4,300
MOTOROLA SOLUTIONS INC COMMON STOCK 620076307   1,988 4,300 SH   SOLE 0 0 0 4,300
Macerich Co/The COMMON STOCK 554382101   173 8,692 SH   SOLE 0 0 0 8,692
Medical Properties Trust Inc COMMON STOCK 58463J304   448 113,500 SH   SOLE 0 0 0 113,500
Mid-America Apartment Communities Inc COMMON STOCK 59522J103   1,646 10,650 SH   SOLE 0 0 0 10,650
NETAPP INC COMMON STOCK 64110D104   1,590 13,700 SH   SOLE 0 0 0 13,700
NEW YORK REIT INC liquidation shs COMMON STOCK 64976L208   0 2,200 SH   SOLE 0 0 0 2,200
NVIDIA CORP COMMON STOCK 67066G104   4,499 33,500 SH   SOLE 0 0 0 33,500
NVR INC COMMON STOCK 62944T105   1,431 175 SH   SOLE 0 0 0 175
National Health Investors Inc COMMON STOCK 63633D104   485 7,000 SH   SOLE 0 0 0 7,000
National Retail Properties Inc COMMON STOCK 637417106   993 24,300 SH   SOLE 0 0 0 24,300
National Storage Affiliates Trust COMMON STOCK 637870106   288 7,600 SH   SOLE 0 0 0 7,600
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107   1,897 1,600 SH   SOLE 0 0 0 1,600
OTIS WORLDWIDE CORP COMMON STOCK 68902V107   1,528 16,500 SH   SOLE 0 0 0 16,500
Omega Healthcare Investors Inc COMMON STOCK 681936100   1,313 34,700 SH   SOLE 0 0 0 34,700
PAYCHEX INC COMMON STOCK 704326107   1,690 12,050 SH   SOLE 0 0 0 12,050
PEPSICO INC COMMON STOCK 713448108   2,889 19,000 SH   SOLE 0 0 0 19,000
PFIZER INC COMMON STOCK 717081103   2,255 85,000 SH   SOLE 0 0 0 85,000
PROCTER and GAMBLE CO/THE COMMON STOCK 742718109   4,426 26,400 SH   SOLE 0 0 0 26,400
PUBLIC SERVICE ENTERPRISE GP COMMON STOCK 744573106   1,622 19,200 SH   SOLE 0 0 0 19,200
PULTEGROUP INC COMMON STOCK 745867101   1,307 12,000 SH   SOLE 0 0 0 12,000
Park Hotels and Resorts Inc COMMON STOCK 700517105   410 29,106 SH   SOLE 0 0 0 29,106
Pebblebrook Hotel Trust COMMON STOCK 70509V100   86 6,355 SH   SOLE 0 0 0 6,355
Plymouth Industrial REIT Inc COMMON STOCK 729640102   677 38,027 SH   SOLE 0 0 0 38,027
Power REIT COMMON STOCK 73933H101   40 29,948 SH   SOLE 0 0 0 29,948
Prologis Inc COMMON STOCK 74340W103   6,855 64,858 SH   SOLE 0 0 0 64,858
Public Storage COMMON STOCK 74460D109   3,597 12,013 SH   SOLE 0 0 0 12,013
QUALCOMM INC COMMON STOCK 747525103   2,612 17,000 SH   SOLE 0 0 0 17,000
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100   1,388 9,200 SH   SOLE 0 0 0 9,200
RETAIL VALUE INC liquidated COMMON STOCK 000000000   0 108 SH   SOLE 0 0 0 108
RLJ Lodging Trust COMMON STOCK 74965L101   318 31,100 SH   SOLE 0 0 0 31,100
ROYALTY PHARMA PLC- CL A COMMON STOCK 000000000   1,250 49,000 SH   SOLE 0 0 0 49,000
RPM INTERNATIONAL INC COMMON STOCK 749685103   1,354 11,000 SH   SOLE 0 0 0 11,000
Realty Income Corp COMMON STOCK 756109104   1,602 30,000 SH   SOLE 0 0 0 30,000
Realty Income Corp COMMON STOCK 756109104   3,992 74,738 SH   SOLE 0 0 0 74,738
Regency Centers Corp COMMON STOCK 758849103   399 5,399 SH   SOLE 0 0 0 5,399
SEI INVESTMENTS COMPANY COMMON STOCK 784117103   1,567 19,000 SH   SOLE 0 0 0 19,000
SEMPRA ENERGY COMMON STOCK 816851109   1,877 21,400 SH   SOLE 0 0 0 21,400
SHERWIN-WILLIAMS CO/THE COMMON STOCK 824348106   1,870 5,500 SH   SOLE 0 0 0 5,500
SITE Centers Corp COMMON STOCK 82981J851   76 5,000 SH   SOLE 0 0 0 5,000
SMITH (A.O.) CORP COMMON STOCK 831865209   1,262 18,500 SH   SOLE 0 0 0 18,500
SNAP-ON INC COMMON STOCK 833034101   1,494 4,400 SH   SOLE 0 0 0 4,400
STAG Industrial Inc COMMON STOCK 85254J102   1,111 32,863 SH   SOLE 0 0 0 32,863
Sabra Health Care REIT Inc COMMON STOCK 78573L106   1,046 60,374 SH   SOLE 0 0 0 60,374
Simon Property Group Inc COMMON STOCK 828806109   4,151 24,106 SH   SOLE 0 0 0 24,106
Spirit Realty Capital Inc COMMON STOCK 84860W300   0 0 SH   SOLE 0 0 0 0
Summit Hotel Properties Inc COMMON STOCK 866082100   128 18,700 SH   SOLE 0 0 0 18,700
TANGER INC COMMON STOCK 875465106   478 14,000 SH   SOLE 0 0 0 14,000
TEXAS INSTRUMENTS INC COMMON STOCK 882508104   1,275 6,800 SH   SOLE 0 0 0 6,800
THE CAMPBELL'S COMPANY COMMON STOCK 134429109   1,248 29,800 SH   SOLE 0 0 0 29,800
TRACTOR SUPPLY COMPANY COMMON STOCK 892356106   1,512 28,500 SH   SOLE 0 0 0 28,500
TRAVELERS COS INC/THE COMMON STOCK 89417E109   1,662 6,900 SH   SOLE 0 0 0 6,900
UDR Inc COMMON STOCK 902653104   1,276 29,388 SH   SOLE 0 0 0 29,388
ULTA BEAUTY INC COMMON STOCK 90384S303   1,087 2,500 SH   SOLE 0 0 0 2,500
UMH Properties Inc COMMON STOCK 903002103   464 24,564 SH   SOLE 0 0 0 24,564
UNION PACIFIC CORP COMMON STOCK 907818108   2,394 10,500 SH   SOLE 0 0 0 10,500
UNITED PARCEL SERVICE-CL B COMMON STOCK 911312106   933 7,400 SH   SOLE 0 0 0 7,400
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102   4,730 9,350 SH   SOLE 0 0 0 9,350
VERISIGN INC COMMON STOCK 92343E102   1,345 6,500 SH   SOLE 0 0 0 6,500
VERISK ANALYTICS INC COMMON STOCK 92345Y106   1,432 5,200 SH   SOLE 0 0 0 5,200
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104   2,619 65,500 SH   SOLE 0 0 0 65,500
VICI Properties Inc COMMON STOCK 925652109   1,504 51,500 SH   SOLE 0 0 0 51,500
VICI Properties Inc COMMON STOCK 925652109   2,994 102,500 SH   SOLE 0 0 0 102,500
VISA INC-CLASS A SHARES COMMON STOCK 92826C839   5,246 16,600 SH   SOLE 0 0 0 16,600
Ventas Inc COMMON STOCK 92276F100   2,132 36,205 SH   SOLE 0 0 0 36,205
Vornado Realty Trust COMMON STOCK 929042109   262 6,237 SH   SOLE 0 0 0 6,237
WALMART INC COMMON STOCK 931142103   4,518 50,000 SH   SOLE 0 0 0 50,000
WATERS CORP COMMON STOCK 941848103   408 1,100 SH   SOLE 0 0 0 1,100
WILLIAMS-SONOMA INC COMMON STOCK 969904101   1,574 8,500 SH   SOLE 0 0 0 8,500
WP Carey Inc COMMON STOCK 92936U109   1,416 26,000 SH   SOLE 0 0 0 26,000
WP Carey Inc COMMON STOCK 92936U109   1,433 26,304 SH   SOLE 0 0 0 26,304
WR BERKLEY CORP COMMON STOCK 084423102   1,390 23,750 SH   SOLE 0 0 0 23,750
WW GRAINGER INC COMMON STOCK 384802104   1,634 1,550 SH   SOLE 0 0 0 1,550
Welltower Inc COMMON STOCK 95040Q104   3,599 28,559 SH   SOLE 0 0 0 28,559
YUM! BRANDS INC COMMON STOCK 988498101   1,623 12,100 SH   SOLE 0 0 0 12,100
ZOETIS INC COMMON STOCK 98978V103   1,825 11,200 SH   SOLE 0 0 0 11,200