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
ABBVIE INC COMMON STOCK 00287Y109   3,023 16,600 SH   SOLE 0 0 0 16,600
AFLAC INC COMMON STOCK 001055102   1,503 17,500 SH   SOLE 0 0 0 17,500
AGILENT TECHNOLOGIES INC COMMON STOCK 00846U101   1,237 8,500 SH   SOLE 0 0 0 8,500
ALPHABET INC-CL A COMMON STOCK 02079K305   6,188 41,000 SH   SOLE 0 0 0 41,000
ALPHABET INC-CL C COMMON STOCK 02079K107   5,268 34,600 SH   SOLE 0 0 0 34,600
AMERICAN FINANCIAL GROUP INC COMMON STOCK 025932104   1,297 9,500 SH   SOLE 0 0 0 9,500
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106   1,535 3,500 SH   SOLE 0 0 0 3,500
AMGEN INC COMMON STOCK 031162100   2,019 7,100 SH   SOLE 0 0 0 7,100
AON PLC-CLASS A COMMON STOCK 000000000   1,669 5,000 SH   SOLE 0 0 0 5,000
APPLE INC COMMON STOCK 037833100   13,681 79,780 SH   SOLE 0 0 0 79,780
APPLIED MATERIALS INC COMMON STOCK 038222105   2,578 12,500 SH   SOLE 0 0 0 12,500
ASSURANT INC COMMON STOCK 04621X108   1,318 7,000 SH   SOLE 0 0 0 7,000
ATandT INC COMMON STOCK 00206R102   1,883 107,000 SH   SOLE 0 0 0 107,000
ATMOS ENERGY CORP COMMON STOCK 049560105   1,248 10,500 SH   SOLE 0 0 0 10,500
AUTOMATIC DATA PROCESSING COMMON STOCK 053015103   1,823 7,300 SH   SOLE 0 0 0 7,300
AUTOZONE INC COMMON STOCK 053332102   1,544 490 SH   SOLE 0 0 0 490
AVERY DENNISON CORP COMMON STOCK 053611109   1,317 5,900 SH   SOLE 0 0 0 5,900
Alexandria Real Estate Equities Inc COMMON STOCK 015271109   1,412 10,950 SH   SOLE 0 0 0 10,950
American Homes 4 Rent COMMON STOCK 02665T306   901 24,500 SH   SOLE 0 0 0 24,500
Apartment Income REIT Corp COMMON STOCK 03750L109   1,018 31,357 SH   SOLE 0 0 0 31,357
Apple Hospitality REIT Inc COMMON STOCK 03784Y200   262 16,000 SH   SOLE 0 0 0 16,000
AvalonBay Communities Inc COMMON STOCK 053484101   2,487 13,402 SH   SOLE 0 0 0 13,402
BEST BUY CO INC COMMON STOCK 086516101   1,255 15,300 SH   SOLE 0 0 0 15,300
BOOKING HOLDINGS INC COMMON STOCK 09857L108   1,814 500 SH   SOLE 0 0 0 500
BOOZ ALLEN HAMILTON HOLDINGS COMMON STOCK 099502106   1,336 9,000 SH   SOLE 0 0 0 9,000
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108   1,790 33,000 SH   SOLE 0 0 0 33,000
BROADCOM INC COMMON STOCK 11135F101   3,380 2,550 SH   SOLE 0 0 0 2,550
Boston Properties Inc COMMON STOCK 101121101   491 7,514 SH   SOLE 0 0 0 7,514
Brandywine Realty Trust COMMON STOCK 105368203   391 81,500 SH   SOLE 0 0 0 81,500
Brixmor Property Group Inc COMMON STOCK 11120U105   1,342 57,211 SH   SOLE 0 0 0 57,211
Broadstone Net Lease Inc COMMON STOCK 11135E203   1,207 77,000 SH   SOLE 0 0 0 77,000
CADENCE DESIGN SYS INC COMMON STOCK 127387108   1,805 5,800 SH   SOLE 0 0 0 5,800
CAMPBELL SOUP CO COMMON STOCK 134429109   1,111 25,000 SH   SOLE 0 0 0 25,000
CDW CORP/DE COMMON STOCK 12514G108   1,592 6,225 SH   SOLE 0 0 0 6,225
CENCORA INC COMMON STOCK 03073E105   1,409 5,800 SH   SOLE 0 0 0 5,800
CINTAS CORP COMMON STOCK 172908105   1,649 2,400 SH   SOLE 0 0 0 2,400
CISCO SYSTEMS INC COMMON STOCK 17275R102   2,496 50,000 SH   SOLE 0 0 0 50,000
COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102   1,393 19,000 SH   SOLE 0 0 0 19,000
COLGATE-PALMOLIVE CO COMMON STOCK 194162103   1,594 17,700 SH   SOLE 0 0 0 17,700
CONAGRA BRANDS INC COMMON STOCK 205887102   1,171 39,500 SH   SOLE 0 0 0 39,500
CORPAY INC COMMON STOCK 219948106   1,327 4,300 SH   SOLE 0 0 0 4,300
COSTCO WHOLESALE CORP COMMON STOCK 22160K105   2,931 4,000 SH   SOLE 0 0 0 4,000
CUMMINS INC COMMON STOCK 231021106   1,385 4,700 SH   SOLE 0 0 0 4,700
CVS HEALTH CORP COMMON STOCK 126650100   1,755 22,000 SH   SOLE 0 0 0 22,000
Camden Property Trust COMMON STOCK 133131102   1,181 12,000 SH   SOLE 0 0 0 12,000
Camden Property Trust COMMON STOCK 133131102   1,253 12,731 SH   SOLE 0 0 0 12,731
Centerspace COMMON STOCK 15202L107   487 8,519 SH   SOLE 0 0 0 8,519
Chatham Lodging Trust COMMON STOCK 16208T102   91 9,000 SH   SOLE 0 0 0 9,000
Cousins Properties Inc COMMON STOCK 222795502   490 20,400 SH   SOLE 0 0 0 20,400
CubeSmart COMMON STOCK 229663109   1,569 34,700 SH   SOLE 0 0 0 34,700
DOMINION ENERGY INC COMMON STOCK 25746U109   1,230 25,000 SH   SOLE 0 0 0 25,000
DOVER CORP COMMON STOCK 260003108   1,205 6,800 SH   SOLE 0 0 0 6,800
Digital Realty Trust Inc COMMON STOCK 253868103   3,709 25,747 SH   SOLE 0 0 0 25,747
DigitalBridge Group Inc COMMON STOCK 25401T603   93 4,821 SH   SOLE 0 0 0 4,821
Diversified Healthcare Trust COMMON STOCK 25525P107   49 20,000 SH   SOLE 0 0 0 20,000
EBAY INC COMMON STOCK 278642103   1,451 27,500 SH   SOLE 0 0 0 27,500
EDISON INTERNATIONAL COMMON STOCK 281020107   1,273 18,000 SH   SOLE 0 0 0 18,000
ELECTRONIC ARTS INC COMMON STOCK 285512109   1,287 9,700 SH   SOLE 0 0 0 9,700
ELEVANCE HEALTH INC COMMON STOCK 036752103   1,841 3,550 SH   SOLE 0 0 0 3,550
EPR Properties COMMON STOCK 26884U109   679 16,000 SH   SOLE 0 0 0 16,000
EVERGY INC COMMON STOCK 30034W106   1,174 22,000 SH   SOLE 0 0 0 22,000
EVERSOURCE ENERGY COMMON STOCK 30040W108   1,136 19,000 SH   SOLE 0 0 0 19,000
EXELON CORP COMMON STOCK 30161N101   1,334 35,500 SH   SOLE 0 0 0 35,500
Equinix Inc COMMON STOCK 29444U700   4,300 5,210 SH   SOLE 0 0 0 5,210
Equity Residential COMMON STOCK 29476L107   2,073 32,853 SH   SOLE 0 0 0 32,853
Essential Properties Realty Trust Inc COMMON STOCK 29670E107   1,133 42,500 SH   SOLE 0 0 0 42,500
Essex Property Trust Inc COMMON STOCK 297178105   1,652 6,750 SH   SOLE 0 0 0 6,750
Extra Space Storage Inc COMMON STOCK 30225T102   1,552 10,555 SH   SOLE 0 0 0 10,555
FAIR ISAAC CORP COMMON STOCK 303250104   1,375 1,100 SH   SOLE 0 0 0 1,100
FASTENAL CO COMMON STOCK 311900104   1,581 20,500 SH   SOLE 0 0 0 20,500
FIRSTENERGY CORP COMMON STOCK 337932107   1,217 31,500 SH   SOLE 0 0 0 31,500
Four Corners Property Trust Inc COMMON STOCK 35086T109   404 16,500 SH   SOLE 0 0 0 16,500
GARTNER INC COMMON STOCK 366651107   1,382 2,900 SH   SOLE 0 0 0 2,900
GENERAL MILLS INC COMMON STOCK 370334104   1,399 20,000 SH   SOLE 0 0 0 20,000
GENUINE PARTS CO COMMON STOCK 372460105   1,317 8,500 SH   SOLE 0 0 0 8,500
GILEAD SCIENCES INC COMMON STOCK 375558103   1,663 22,700 SH   SOLE 0 0 0 22,700
GLOBE LIFE INC COMMON STOCK 37959E102   1,199 10,300 SH   SOLE 0 0 0 10,300
Gaming and Leisure Properties Inc COMMON STOCK 36467J108   1,164 25,271 SH   SOLE 0 0 0 25,271
Gaming and Leisure Properties Inc COMMON STOCK 36467J108   1,152 25,000 SH   SOLE 0 0 0 25,000
Getty Realty Corp COMMON STOCK 374297109   656 24,000 SH   SOLE 0 0 0 24,000
Global Medical REIT Inc COMMON STOCK 37954A204   614 70,200 SH   SOLE 0 0 0 70,200
Global Net Lease Inc COMMON STOCK 379378201   74 9,492 SH   SOLE 0 0 0 9,492
HARTFORD FINANCIAL SVCS GRP COMMON STOCK 416515104   1,515 14,700 SH   SOLE 0 0 0 14,700
HENRY SCHEIN INC COMMON STOCK 806407102   1,095 14,500 SH   SOLE 0 0 0 14,500
HERSHEY CO/THE COMMON STOCK 427866108   1,303 6,700 SH   SOLE 0 0 0 6,700
HOLOGIC INC COMMON STOCK 436440101   1,325 17,000 SH   SOLE 0 0 0 17,000
HOME DEPOT INC COMMON STOCK 437076102   3,491 9,100 SH   SOLE 0 0 0 9,100
HP INC COMMON STOCK 40434L105   1,163 38,500 SH   SOLE 0 0 0 38,500
HUMANA INC COMMON STOCK 444859102   1,040 3,000 SH   SOLE 0 0 0 3,000
Healthcare Realty Trust Inc COMMON STOCK 42226K105   1,296 91,582 SH   SOLE 0 0 0 91,582
Healthpeak Properties Inc COMMON STOCK 42250P103   2,470 131,755 SH   SOLE 0 0 0 131,755
Highwoods Properties Inc COMMON STOCK 431284108   254 9,698 SH   SOLE 0 0 0 9,698
Host Hotels and Resorts Inc COMMON STOCK 44107P104   1,238 59,843 SH   SOLE 0 0 0 59,843
Hudson Pacific Properties Inc COMMON STOCK 444097109   245 38,000 SH   SOLE 0 0 0 38,000
ILLINOIS TOOL WORKS COMMON STOCK 452308109   1,717 6,400 SH   SOLE 0 0 0 6,400
INTERPUBLIC GROUP OF COS INC COMMON STOCK 460690100   1,093 33,500 SH   SOLE 0 0 0 33,500
INTL BUSINESS MACHINES CORP COMMON STOCK 459200101   2,292 12,000 SH   SOLE 0 0 0 12,000
Independence Realty Trust Inc COMMON STOCK 45378A106   710 44,000 SH   SOLE 0 0 0 44,000
Innovative Industrial Properties Inc COMMON STOCK 45781V101   560 5,404 SH   SOLE 0 0 0 5,404
Invitation Homes Inc COMMON STOCK 46187W107   1,694 47,565 SH   SOLE 0 0 0 47,565
Iron Mountain Inc COMMON STOCK 46284V101   2,286 28,500 SH   SOLE 0 0 0 28,500
JM SMUCKER CO/THE COMMON STOCK 832696405   1,183 9,400 SH   SOLE 0 0 0 9,400
JOHNSON and JOHNSON COMMON STOCK 478160104   3,369 21,300 SH   SOLE 0 0 0 21,300
JPMORGAN CHASE and CO COMMON STOCK 46625H100   1,202 6,000 SH   SOLE 0 0 0 6,000
KELLOGG CO COMMON STOCK 487836108   1,232 21,500 SH   SOLE 0 0 0 21,500
KEURIG DR PEPPER INC COMMON STOCK 49271V100   1,227 40,000 SH   SOLE 0 0 0 40,000
KEYSIGHT TECHNOLOGIES IN COMMON STOCK 49338L103   1,204 7,700 SH   SOLE 0 0 0 7,700
KIMBERLY-CLARK CORP COMMON STOCK 494368103   1,436 11,100 SH   SOLE 0 0 0 11,100
KINDER MORGAN INC COMMON STOCK 49456B101   1,376 75,000 SH   SOLE 0 0 0 75,000
KLA CORP COMMON STOCK 482480100   1,886 2,700 SH   SOLE 0 0 0 2,700
KRAFT HEINZ CO/THE COMMON STOCK 500754106   1,292 35,000 SH   SOLE 0 0 0 35,000
KROGER CO COMMON STOCK 501044101   1,428 25,000 SH   SOLE 0 0 0 25,000
Kilroy Realty Corp COMMON STOCK 49427F108   200 5,500 SH   SOLE 0 0 0 5,500
Kimco Realty Corp COMMON STOCK 49446R109   320 16,295 SH   SOLE 0 0 0 16,295
Kite Realty Group Trust COMMON STOCK 49803T300   941 43,400 SH   SOLE 0 0 0 43,400
LENNOX INTERNATIONAL INC COMMON STOCK 526107107   1,320 2,700 SH   SOLE 0 0 0 2,700
LKQ CORP COMMON STOCK 501889208   1,325 24,800 SH   SOLE 0 0 0 24,800
LOWE'S COS INC COMMON STOCK 548661107   2,165 8,500 SH   SOLE 0 0 0 8,500
LXP Industrial Trust COMMON STOCK 529043101   866 96,000 SH   SOLE 0 0 0 96,000
MARKEL GROUP INC COMMON STOCK 570535104   1,293 850 SH   SOLE 0 0 0 850
MARSH and MCLENNAN COS COMMON STOCK 571748102   1,854 9,000 SH   SOLE 0 0 0 9,000
MASCO CORP COMMON STOCK 574599106   1,341 17,000 SH   SOLE 0 0 0 17,000
MASTERCARD INC - A COMMON STOCK 57636Q104   3,660 7,600 SH   SOLE 0 0 0 7,600
MCKESSON CORP COMMON STOCK 58155Q103   1,584 2,950 SH   SOLE 0 0 0 2,950
MERCK and CO. INC. COMMON STOCK 58933Y105   3,101 23,500 SH   SOLE 0 0 0 23,500
META PLATFORMS INC-CLASS A COMMON STOCK 30303M102   6,215 12,800 SH   SOLE 0 0 0 12,800
METLIFE INC COMMON STOCK 59156R108   1,371 18,500 SH   SOLE 0 0 0 18,500
METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105   1,132 850 SH   SOLE 0 0 0 850
MICROSOFT CORP COMMON STOCK 594918104   15,520 36,890 SH   SOLE 0 0 0 36,890
MOLINA HEALTHCARE INC COMMON STOCK 60855R100   1,356 3,300 SH   SOLE 0 0 0 3,300
MOTOROLA SOLUTIONS INC COMMON STOCK 620076307   1,597 4,500 SH   SOLE 0 0 0 4,500
Macerich Co/The COMMON STOCK 554382101   150 8,692 SH   SOLE 0 0 0 8,692
Medical Properties Trust Inc COMMON STOCK 58463J304   651 138,500 SH   SOLE 0 0 0 138,500
Mid-America Apartment Communities Inc COMMON STOCK 59522J103   1,664 12,650 SH   SOLE 0 0 0 12,650
NETAPP INC COMMON STOCK 64110D104   1,575 15,000 SH   SOLE 0 0 0 15,000
NEW YORK REIT INC liquidation shs COMMON STOCK 64976L208   0 2,200 SH   SOLE 0 0 0 2,200
NORFOLK SOUTHERN CORP COMMON STOCK 655844108   1,198 4,700 SH   SOLE 0 0 0 4,700
NVIDIA CORP COMMON STOCK 67066G104   904 1,000 SH   SOLE 0 0 0 1,000
NVR INC COMMON STOCK 62944T105   1,336 165 SH   SOLE 0 0 0 165
National Health Investors Inc COMMON STOCK 63633D104   1,068 17,000 SH   SOLE 0 0 0 17,000
National Retail Properties Inc COMMON STOCK 637417106   1,111 26,000 SH   SOLE 0 0 0 26,000
National Storage Affiliates Trust COMMON STOCK 637870106   807 20,600 SH   SOLE 0 0 0 20,600
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107   1,693 1,500 SH   SOLE 0 0 0 1,500
OTIS WORLDWIDE CORP COMMON STOCK 68902V107   1,489 15,000 SH   SOLE 0 0 0 15,000
Omega Healthcare Investors Inc COMMON STOCK 681936100   1,051 33,200 SH   SOLE 0 0 0 33,200
PAYCHEX INC COMMON STOCK 704326107   1,431 11,650 SH   SOLE 0 0 0 11,650
PEPSICO INC COMMON STOCK 713448108   2,643 15,100 SH   SOLE 0 0 0 15,100
PFIZER INC COMMON STOCK 717081103   2,026 73,000 SH   SOLE 0 0 0 73,000
PROCTER and GAMBLE CO/THE COMMON STOCK 742718109   3,391 20,900 SH   SOLE 0 0 0 20,900
PUBLIC SERVICE ENTERPRISE GP COMMON STOCK 744573106   1,336 20,000 SH   SOLE 0 0 0 20,000
Park Hotels and Resorts Inc COMMON STOCK 700517105   229 13,106 SH   SOLE 0 0 0 13,106
Pebblebrook Hotel Trust COMMON STOCK 70509V100   98 6,355 SH   SOLE 0 0 0 6,355
Plymouth Industrial REIT Inc COMMON STOCK 729640102   991 44,027 SH   SOLE 0 0 0 44,027
Power REIT COMMON STOCK 73933H101   23 29,948 SH   SOLE 0 0 0 29,948
Prologis Inc COMMON STOCK 74340W103   9,878 75,858 SH   SOLE 0 0 0 75,858
Public Storage COMMON STOCK 74460D109   3,920 13,513 SH   SOLE 0 0 0 13,513
QUALCOMM INC COMMON STOCK 747525103   2,590 15,300 SH   SOLE 0 0 0 15,300
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100   1,251 9,400 SH   SOLE 0 0 0 9,400
RETAIL VALUE INC liquidated COMMON STOCK 000000000   0 108 SH   SOLE 0 0 0 108
RLJ Lodging Trust COMMON STOCK 74965L101   439 37,100 SH   SOLE 0 0 0 37,100
ROBERT HALF INC COMMON STOCK 770323103   1,062 13,400 SH   SOLE 0 0 0 13,400
ROYALTY PHARMA PLC- CL A COMMON STOCK 000000000   1,215 40,000 SH   SOLE 0 0 0 40,000
Realty Income Corp COMMON STOCK 756109104   1,298 24,000 SH   SOLE 0 0 0 24,000
Realty Income Corp COMMON STOCK 756109104   4,287 79,238 SH   SOLE 0 0 0 79,238
Regency Centers Corp COMMON STOCK 758849103   418 6,899 SH   SOLE 0 0 0 6,899
SEI INVESTMENTS COMPANY COMMON STOCK 784117103   1,330 18,500 SH   SOLE 0 0 0 18,500
SEMPRA ENERGY COMMON STOCK 816851109   1,358 18,900 SH   SOLE 0 0 0 18,900
SITE Centers Corp COMMON STOCK 82981J109   293 20,000 SH   SOLE 0 0 0 20,000
SL Green Realty Corp COMMON STOCK 78440X887   105 1,902 SH   SOLE 0 0 0 1,902
SMITH (A.O.) CORP COMMON STOCK 831865209   1,387 15,500 SH   SOLE 0 0 0 15,500
SNAP-ON INC COMMON STOCK 833034101   1,303 4,400 SH   SOLE 0 0 0 4,400
STAG Industrial Inc COMMON STOCK 85254J102   1,532 39,863 SH   SOLE 0 0 0 39,863
Sabra Health Care REIT Inc COMMON STOCK 78573L106   1,069 72,374 SH   SOLE 0 0 0 72,374
Simon Property Group Inc COMMON STOCK 828806109   4,633 29,606 SH   SOLE 0 0 0 29,606
Spirit Realty Capital Inc COMMON STOCK 84860W300   0 0 SH   SOLE 0 0 0 0
Summit Hotel Properties Inc COMMON STOCK 866082100   122 18,700 SH   SOLE 0 0 0 18,700
TANGER INC COMMON STOCK 875465106   502 17,000 SH   SOLE 0 0 0 17,000
TEXAS INSTRUMENTS INC COMMON STOCK 882508104   2,056 11,800 SH   SOLE 0 0 0 11,800
TRACTOR SUPPLY COMPANY COMMON STOCK 892356106   1,256 4,800 SH   SOLE 0 0 0 4,800
TRAVELERS COS INC/THE COMMON STOCK 89417E109   1,542 6,700 SH   SOLE 0 0 0 6,700
UDR Inc COMMON STOCK 902653104   1,324 35,388 SH   SOLE 0 0 0 35,388
ULTA BEAUTY INC COMMON STOCK 90384S303   1,307 2,500 SH   SOLE 0 0 0 2,500
UMH Properties Inc COMMON STOCK 903002103   480 29,564 SH   SOLE 0 0 0 29,564
UNION PACIFIC CORP COMMON STOCK 907818108   1,844 7,500 SH   SOLE 0 0 0 7,500
UNITED PARCEL SERVICE-CL B COMMON STOCK 911312106   1,531 10,300 SH   SOLE 0 0 0 10,300
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102   3,859 7,800 SH   SOLE 0 0 0 7,800
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104   2,245 53,500 SH   SOLE 0 0 0 53,500
VICI Properties Inc COMMON STOCK 925652109   2,919 98,000 SH   SOLE 0 0 0 98,000
VICI Properties Inc COMMON STOCK 925652109   1,192 40,000 SH   SOLE 0 0 0 40,000
VISA INC-CLASS A SHARES COMMON STOCK 92826C839   3,795 13,600 SH   SOLE 0 0 0 13,600
Ventas Inc COMMON STOCK 92276F100   1,925 44,205 SH   SOLE 0 0 0 44,205
Vornado Realty Trust COMMON STOCK 929042109   179 6,237 SH   SOLE 0 0 0 6,237
WALMART INC COMMON STOCK 931142103   2,774 46,100 SH   SOLE 0 0 0 46,100
WATERS CORP COMMON STOCK 941848103   1,067 3,100 SH   SOLE 0 0 0 3,100
WP Carey Inc COMMON STOCK 92936U109   1,428 25,304 SH   SOLE 0 0 0 25,304
WP Carey Inc COMMON STOCK 92936U109   1,016 18,000 SH   SOLE 0 0 0 18,000
WR BERKLEY CORP COMMON STOCK 084423102   1,282 14,500 SH   SOLE 0 0 0 14,500
WW GRAINGER INC COMMON STOCK 384802104   1,526 1,500 SH   SOLE 0 0 0 1,500
Welltower Inc COMMON STOCK 95040Q104   3,108 33,259 SH   SOLE 0 0 0 33,259
YUM! BRANDS INC COMMON STOCK 988498101   1,400 10,100 SH   SOLE 0 0 0 10,100
ZOETIS INC COMMON STOCK 98978V103   1,388 8,200 SH   SOLE 0 0 0 8,200