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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COMMON STOCK 88579Y101 1,425 12,900 SH   SOLE 0 0 0 12,900
ABBVIE INC COMMON STOCK 00287Y109 3,087 23,000 SH   SOLE 0 0 0 23,000
AFLAC INC COMMON STOCK 001055102 1,546 27,500 SH   SOLE 0 0 0 27,500
AGILENT TECHNOLOGIES INC COMMON STOCK 00846U101 1,519 12,500 SH   SOLE 0 0 0 12,500
AGNC Investment Corp COMMON STOCK 00123Q104 876 104,000 SH   SOLE 0 0 0 104,000
ALLSTATE CORP COMMON STOCK 020002101 1,631 13,100 SH   SOLE 0 0 0 13,100
ALPHABET INC-CL A COMMON STOCK 02079K305 5,261 55,000 SH   SOLE 0 0 0 55,000
ALPHABET INC-CL C COMMON STOCK 02079K107 4,192 43,600 SH   SOLE 0 0 0 43,600
ALTRIA GROUP INC COMMON STOCK 02209S103 1,656 41,000 SH   SOLE 0 0 0 41,000
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106 1,537 6,100 SH   SOLE 0 0 0 6,100
AMGEN INC COMMON STOCK 031162100 2,322 10,300 SH   SOLE 0 0 0 10,300
AON PLC-CLASS A COMMON STOCK 000000000 1,741 6,500 SH   SOLE 0 0 0 6,500
APPLE INC COMMON STOCK 037833100 13,029 94,280 SH   SOLE 0 0 0 94,280
APPLIED MATERIALS INC COMMON STOCK 038222105 1,557 19,000 SH   SOLE 0 0 0 19,000
ASSURANT INC COMMON STOCK 04621X108 1,090 7,500 SH   SOLE 0 0 0 7,500
ATandT INC COMMON STOCK 00206R102 1,641 107,000 SH   SOLE 0 0 0 107,000
ATMOS ENERGY CORP COMMON STOCK 049560105 1,375 13,500 SH   SOLE 0 0 0 13,500
AUTOMATIC DATA PROCESSING COMMON STOCK 053015103 2,262 10,000 SH   SOLE 0 0 0 10,000
AUTOZONE INC COMMON STOCK 053332102 1,863 870 SH   SOLE 0 0 0 870
AVERY DENNISON CORP COMMON STOCK 053611109 1,204 7,400 SH   SOLE 0 0 0 7,400
Alexandria Real Estate Equities Inc COMMON STOCK 015271109 1,185 8,450 SH   SOLE 0 0 0 8,450
American Homes 4 Rent COMMON STOCK 02665T306 673 20,500 SH   SOLE 0 0 0 20,500
Annaly Capital Management Inc COMMON STOCK 035710839 879 51,250 SH   SOLE 0 0 0 51,250
Apartment Income REIT Corp COMMON STOCK 03750L109 778 20,157 SH   SOLE 0 0 0 20,157
Apple Hospitality REIT Inc COMMON STOCK 03784Y200 183 13,000 SH   SOLE 0 0 0 13,000
Armada Hoffler Properties Inc COMMON STOCK 04208T108 136 13,101 SH   SOLE 0 0 0 13,101
AvalonBay Communities Inc COMMON STOCK 053484101 1,916 10,402 SH   SOLE 0 0 0 10,402
BAXTER INTERNATIONAL INC COMMON STOCK 071813109 1,185 22,000 SH   SOLE 0 0 0 22,000
BEST BUY CO INC COMMON STOCK 086516101 1,096 17,300 SH   SOLE 0 0 0 17,300
BLACKROCK INC COMMON STOCK 09247X101 1,541 2,800 SH   SOLE 0 0 0 2,800
BOOZ ALLEN HAMILTON HOLDINGS COMMON STOCK 099502106 1,755 19,000 SH   SOLE 0 0 0 19,000
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 2,559 36,000 SH   SOLE 0 0 0 36,000
BROWN-FORMAN CORP-CLASS B COMMON STOCK 115637209 1,331 20,000 SH   SOLE 0 0 0 20,000
Boston Properties Inc COMMON STOCK 101121101 436 5,814 SH   SOLE 0 0 0 5,814
Brandywine Realty Trust COMMON STOCK 105368203 483 71,500 SH   SOLE 0 0 0 71,500
Brixmor Property Group Inc COMMON STOCK 11120U105 955 51,711 SH   SOLE 0 0 0 51,711
CAMPBELL SOUP CO COMMON STOCK 134429109 1,461 31,000 SH   SOLE 0 0 0 31,000
CDW CORP/DE COMMON STOCK 12514G108 1,315 8,425 SH   SOLE 0 0 0 8,425
CISCO SYSTEMS INC COMMON STOCK 17275R102 2,260 56,500 SH   SOLE 0 0 0 56,500
COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102 1,264 22,000 SH   SOLE 0 0 0 22,000
COLGATE-PALMOLIVE CO COMMON STOCK 194162103 1,574 22,400 SH   SOLE 0 0 0 22,400
CONAGRA BRANDS INC COMMON STOCK 205887102 1,273 39,000 SH   SOLE 0 0 0 39,000
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 2,834 6,000 SH   SOLE 0 0 0 6,000
CSX CORP COMMON STOCK 126408103 1,545 58,000 SH   SOLE 0 0 0 58,000
CUMMINS INC COMMON STOCK 231021106 1,486 7,300 SH   SOLE 0 0 0 7,300
CVS HEALTH CORP COMMON STOCK 126650100 2,194 23,000 SH   SOLE 0 0 0 23,000
Camden Property Trust COMMON STOCK 133131102 1,103 9,231 SH   SOLE 0 0 0 9,231
Centerspace COMMON STOCK 15202L107 473 7,019 SH   SOLE 0 0 0 7,019
Chatham Lodging Trust COMMON STOCK 16208T102 89 9,000 SH   SOLE 0 0 0 9,000
Corporate Office Properties Trust COMMON STOCK 22002T108 151 6,500 SH   SOLE 0 0 0 6,500
Cousins Properties Inc COMMON STOCK 222795502 488 20,900 SH   SOLE 0 0 0 20,900
CubeSmart COMMON STOCK 229663109 1,110 27,700 SH   SOLE 0 0 0 27,700
DOLLAR GENERAL CORP COMMON STOCK 256677105 1,991 8,300 SH   SOLE 0 0 0 8,300
DOMINION ENERGY INC COMMON STOCK 25746U109 1,590 23,000 SH   SOLE 0 0 0 23,000
DOVER CORP COMMON STOCK 260003108 1,282 11,000 SH   SOLE 0 0 0 11,000
Digital Realty Trust Inc COMMON STOCK 253868103 1,820 18,347 SH   SOLE 0 0 0 18,347
DigitalBridge Group Inc COMMON STOCK 25401T603 185 14,821 SH   SOLE 0 0 0 14,821
Diversified Healthcare Trust COMMON STOCK 25525P107 142 143,100 SH   SOLE 0 0 0 143,100
Douglas Emmett Inc COMMON STOCK 25960P109 161 9,000 SH   SOLE 0 0 0 9,000
Duke Realty Corp COMMON STOCK 264411505 1,094 22,707 SH   SOLE 0 0 0 22,707
EDISON INTERNATIONAL COMMON STOCK 281020107 1,301 23,000 SH   SOLE 0 0 0 23,000
ELECTRONIC ARTS INC COMMON STOCK 285512109 1,412 12,200 SH   SOLE 0 0 0 12,200
ELEVANCE HEALTH INC COMMON STOCK 036752103 1,976 4,350 SH   SOLE 0 0 0 4,350
EMERSON ELECTRIC CO COMMON STOCK 291011104 1,420 19,400 SH   SOLE 0 0 0 19,400
EPR Properties COMMON STOCK 26884U109 280 7,800 SH   SOLE 0 0 0 7,800
EXELON CORP COMMON STOCK 30161N101 1,292 34,500 SH   SOLE 0 0 0 34,500
EastGroup Properties Inc COMMON STOCK 277276101 61 422 SH   SOLE 0 0 0 422
Empire State Realty Trust Inc COMMON STOCK 292104106 66 10,000 SH   SOLE 0 0 0 10,000
Equinix Inc COMMON STOCK 29444U700 2,167 3,810 SH   SOLE 0 0 0 3,810
Equity Residential COMMON STOCK 29476L107 1,603 23,853 SH   SOLE 0 0 0 23,853
Essential Properties Realty Trust Inc COMMON STOCK 29670E107 457 23,500 SH   SOLE 0 0 0 23,500
Essex Property Trust Inc COMMON STOCK 297178105 1,260 5,200 SH   SOLE 0 0 0 5,200
FACTSET RESEARCH SYSTEMS INC COMMON STOCK 303075105 1,400 3,500 SH   SOLE 0 0 0 3,500
FASTENAL CO COMMON STOCK 311900104 1,335 29,000 SH   SOLE 0 0 0 29,000
FIRSTENERGY CORP COMMON STOCK 337932107 1,369 37,000 SH   SOLE 0 0 0 37,000
Four Corners Property Trust Inc COMMON STOCK 35086T109 266 11,000 SH   SOLE 0 0 0 11,000
GENERAL MILLS INC COMMON STOCK 370334104 1,839 24,000 SH   SOLE 0 0 0 24,000
GILEAD SCIENCES INC COMMON STOCK 375558103 1,832 29,700 SH   SOLE 0 0 0 29,700
GLOBE LIFE INC COMMON STOCK 37959E102 1,296 13,000 SH   SOLE 0 0 0 13,000
Gaming and Leisure Properties Inc COMMON STOCK 36467J108 1,012 22,871 SH   SOLE 0 0 0 22,871
Getty Realty Corp COMMON STOCK 374297109 255 9,500 SH   SOLE 0 0 0 9,500
Global Medical REIT Inc COMMON STOCK 37954A204 411 48,200 SH   SOLE 0 0 0 48,200
Global Net Lease Inc COMMON STOCK 379378201 474 44,492 SH   SOLE 0 0 0 44,492
HARTFORD FINANCIAL SVCS GRP COMMON STOCK 416515104 1,301 21,000 SH   SOLE 0 0 0 21,000
HENRY SCHEIN INC COMMON STOCK 806407102 1,118 17,000 SH   SOLE 0 0 0 17,000
HERSHEY CO/THE COMMON STOCK 427866108 1,742 7,900 SH   SOLE 0 0 0 7,900
HOME DEPOT INC COMMON STOCK 437076102 3,201 11,600 SH   SOLE 0 0 0 11,600
HUMANA INC COMMON STOCK 444859102 1,941 4,000 SH   SOLE 0 0 0 4,000
Healthcare Realty Trust Inc COMMON STOCK 42226K105 836 40,082 SH   SOLE 0 0 0 40,082
Healthpeak Properties Inc COMMON STOCK 42250P103 1,226 53,507 SH   SOLE 0 0 0 53,507
Hersha Hospitality Trust COMMON STOCK 427825500 64 8,000 SH   SOLE 0 0 0 8,000
Highwoods Properties Inc COMMON STOCK 431284108 369 13,698 SH   SOLE 0 0 0 13,698
Host Hotels and Resorts Inc COMMON STOCK 44107P104 990 62,343 SH   SOLE 0 0 0 62,343
Hudson Pacific Properties Inc COMMON STOCK 444097109 416 38,000 SH   SOLE 0 0 0 38,000
ILLINOIS TOOL WORKS COMMON STOCK 452308109 1,644 9,100 SH   SOLE 0 0 0 9,100
INTL BUSINESS MACHINES CORP COMMON STOCK 459200101 1,842 15,500 SH   SOLE 0 0 0 15,500
Independence Realty Trust Inc COMMON STOCK 45378A106 284 17,000 SH   SOLE 0 0 0 17,000
Industrial Logistics Properties Trust COMMON STOCK 456237106 366 66,572 SH   SOLE 0 0 0 66,572
Innovative Industrial Properties Inc COMMON STOCK 45781V101 469 5,304 SH   SOLE 0 0 0 5,304
Invitation Homes Inc COMMON STOCK 46187W107 1,353 40,065 SH   SOLE 0 0 0 40,065
Iron Mountain Inc COMMON STOCK 46284V101 1,121 25,500 SH   SOLE 0 0 0 25,500
JACK HENRY and ASSOCIATES INC COMMON STOCK 426281101 1,276 7,000 SH   SOLE 0 0 0 7,000
JM SMUCKER CO/THE COMMON STOCK 832696405 1,470 10,700 SH   SOLE 0 0 0 10,700
JOHNSON and JOHNSON COMMON STOCK 478160104 4,492 27,500 SH   SOLE 0 0 0 27,500
KELLOGG CO COMMON STOCK 487836108 1,567 22,500 SH   SOLE 0 0 0 22,500
KENNEDY-WILSON HOLDINGS INC COMMON STOCK 489398107 70 4,509 SH   SOLE 0 0 0 4,509
KIMBERLY-CLARK CORP COMMON STOCK 494368103 1,362 12,100 SH   SOLE 0 0 0 12,100
KLA CORP COMMON STOCK 482480100 1,453 4,800 SH   SOLE 0 0 0 4,800
KROGER CO COMMON STOCK 501044101 1,356 31,000 SH   SOLE 0 0 0 31,000
Kilroy Realty Corp COMMON STOCK 49427F108 274 6,500 SH   SOLE 0 0 0 6,500
Kimco Realty Corp COMMON STOCK 49446R109 190 10,295 SH   SOLE 0 0 0 10,295
Kite Realty Group Trust COMMON STOCK 49803T300 592 34,400 SH   SOLE 0 0 0 34,400
LAM RESEARCH CORP COMMON STOCK 512807108 1,318 3,600 SH   SOLE 0 0 0 3,600
LENNOX INTERNATIONAL INC COMMON STOCK 526107107 1,247 5,600 SH   SOLE 0 0 0 5,600
LOWE'S COS INC COMMON STOCK 548661107 2,066 11,000 SH   SOLE 0 0 0 11,000
LXP Industrial Trust COMMON STOCK 529043101 824 90,000 SH   SOLE 0 0 0 90,000
Life Storage Inc COMMON STOCK 53223X107 1,207 10,900 SH   SOLE 0 0 0 10,900
MARKEL CORP COMMON STOCK 570535104 1,084 1,000 SH   SOLE 0 0 0 1,000
MARSH and MCLENNAN COS COMMON STOCK 571748102 1,896 12,700 SH   SOLE 0 0 0 12,700
MASCO CORP COMMON STOCK 574599106 1,200 25,700 SH   SOLE 0 0 0 25,700
MERCK and CO. INC. COMMON STOCK 58933Y105 2,971 34,500 SH   SOLE 0 0 0 34,500
METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105 1,355 1,250 SH   SOLE 0 0 0 1,250
MICROSOFT CORP COMMON STOCK 594918104 9,640 41,390 SH   SOLE 0 0 0 41,390
MOODY'S CORP COMMON STOCK 615369105 1,313 5,400 SH   SOLE 0 0 0 5,400
MOTOROLA SOLUTIONS INC COMMON STOCK 620076307 1,568 7,000 SH   SOLE 0 0 0 7,000
Macerich Co/The COMMON STOCK 554382101 69 8,692 SH   SOLE 0 0 0 8,692
Medical Properties Trust Inc COMMON STOCK 58463J304 1,222 103,000 SH   SOLE 0 0 0 103,000
Mid-America Apartment Communities Inc COMMON STOCK 59522J103 1,310 8,450 SH   SOLE 0 0 0 8,450
NETAPP INC COMMON STOCK 64110D104 1,206 19,500 SH   SOLE 0 0 0 19,500
NEW YORK REIT INC liquidation shs COMMON STOCK 64976L208 0 2,200 SH   SOLE 0 0 0 2,200
NORDSON CORP COMMON STOCK 655663102 1,380 6,500 SH   SOLE 0 0 0 6,500
NORFOLK SOUTHERN CORP COMMON STOCK 655844108 1,509 7,200 SH   SOLE 0 0 0 7,200
NVR INC COMMON STOCK 62944T105 1,196 300 SH   SOLE 0 0 0 300
National Health Investors Inc COMMON STOCK 63633D104 288 5,100 SH   SOLE 0 0 0 5,100
National Storage Affiliates Trust COMMON STOCK 637870106 412 9,900 SH   SOLE 0 0 0 9,900
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 1,688 2,400 SH   SOLE 0 0 0 2,400
OLD DOMINION FREIGHT LINE COMMON STOCK 679580100 1,368 5,500 SH   SOLE 0 0 0 5,500
ORACLE CORP COMMON STOCK 68389X105 1,771 29,000 SH   SOLE 0 0 0 29,000
Office Properties Income Trust COMMON STOCK 67623C109 108 7,714 SH   SOLE 0 0 0 7,714
Omega Healthcare Investors Inc COMMON STOCK 681936100 1,141 38,700 SH   SOLE 0 0 0 38,700
PAYCHEX INC COMMON STOCK 704326107 1,644 14,650 SH   SOLE 0 0 0 14,650
PEPSICO INC COMMON STOCK 713448108 2,890 17,700 SH   SOLE 0 0 0 17,700
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 2,034 24,500 SH   SOLE 0 0 0 24,500
PPL CORP COMMON STOCK 69351T106 1,311 51,700 SH   SOLE 0 0 0 51,700
PROCTER and GAMBLE CO/THE COMMON STOCK 742718109 3,346 26,500 SH   SOLE 0 0 0 26,500
PUBLIC SERVICE ENTERPRISE GP COMMON STOCK 744573106 1,366 24,300 SH   SOLE 0 0 0 24,300
Park Hotels and Resorts Inc COMMON STOCK 700517105 103 9,106 SH   SOLE 0 0 0 9,106
Pebblebrook Hotel Trust COMMON STOCK 70509V100 92 6,355 SH   SOLE 0 0 0 6,355
Physicians Realty Trust COMMON STOCK 71943U104 361 24,000 SH   SOLE 0 0 0 24,000
Plymouth Industrial REIT Inc COMMON STOCK 729640102 723 43,027 SH   SOLE 0 0 0 43,027
Power REIT COMMON STOCK 73933H101 186 17,437 SH   SOLE 0 0 0 17,437
Prologis Inc COMMON STOCK 74340W103 5,240 51,572 SH   SOLE 0 0 0 51,572
Public Storage COMMON STOCK 74460D109 3,020 10,313 SH   SOLE 0 0 0 10,313
QUALCOMM INC COMMON STOCK 747525103 2,034 18,000 SH   SOLE 0 0 0 18,000
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 1,227 10,000 SH   SOLE 0 0 0 10,000
RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109 1,482 15,000 SH   SOLE 0 0 0 15,000
RLJ Lodging Trust COMMON STOCK 74965L101 291 28,800 SH   SOLE 0 0 0 28,800
ROBERT HALF INTL INC COMMON STOCK 770323103 1,102 14,400 SH   SOLE 0 0 0 14,400
Realty Income Corp COMMON STOCK 756109104 1,339 23,000 SH   SOLE 0 0 0 23,000
Realty Income Corp COMMON STOCK 756109104 1,930 33,154 SH   SOLE 0 0 0 33,154
Retail Value Inc COMMON STOCK 76133Q102 0 108 SH   SOLE 0 0 0 108
SEAGATE TECHNOLOGY HOLDINGS COMMON STOCK 000000000 852 16,000 SH   SOLE 0 0 0 16,000
SEALED AIR CORP COMMON STOCK 81211K100 979 22,000 SH   SOLE 0 0 0 22,000
SEI INVESTMENTS COMPANY COMMON STOCK 784117103 1,226 25,000 SH   SOLE 0 0 0 25,000
SEMPRA ENERGY COMMON STOCK 816851109 1,724 11,500 SH   SOLE 0 0 0 11,500
SL Green Realty Corp COMMON STOCK 78440X887 317 7,902 SH   SOLE 0 0 0 7,902
SMITH (A.O.) CORP COMMON STOCK 831865209 1,020 21,000 SH   SOLE 0 0 0 21,000
STAG Industrial Inc COMMON STOCK 85254J102 1,039 36,563 SH   SOLE 0 0 0 36,563
STORE Capital Corp COMMON STOCK 862121100 1,112 35,500 SH   SOLE 0 0 0 35,500
Sabra Health Care REIT Inc COMMON STOCK 78573L106 825 62,874 SH   SOLE 0 0 0 62,874
Service Properties Trust COMMON STOCK 81761L102 105 20,266 SH   SOLE 0 0 0 20,266
Simon Property Group Inc COMMON STOCK 828806109 2,047 22,806 SH   SOLE 0 0 0 22,806
Spirit Realty Capital Inc COMMON STOCK 84860W300 1,081 29,900 SH   SOLE 0 0 0 29,900
Summit Hotel Properties Inc COMMON STOCK 866082100 126 18,700 SH   SOLE 0 0 0 18,700
TARGET CORP COMMON STOCK 87612E106 1,617 10,900 SH   SOLE 0 0 0 10,900
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 2,229 14,400 SH   SOLE 0 0 0 14,400
TRACTOR SUPPLY COMPANY COMMON STOCK 892356106 1,301 7,000 SH   SOLE 0 0 0 7,000
Tanger Factory Outlet Centers Inc COMMON STOCK 875465106 185 13,500 SH   SOLE 0 0 0 13,500
UDR Inc COMMON STOCK 902653104 1,080 25,888 SH   SOLE 0 0 0 25,888
ULTA BEAUTY INC COMMON STOCK 90384S303 1,444 3,600 SH   SOLE 0 0 0 3,600
UMH Properties Inc COMMON STOCK 903002103 494 30,564 SH   SOLE 0 0 0 30,564
UNION PACIFIC CORP COMMON STOCK 907818108 2,046 10,500 SH   SOLE 0 0 0 10,500
UNITED PARCEL SERVICE-CL B COMMON STOCK 911312106 1,938 12,000 SH   SOLE 0 0 0 12,000
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 5,000 9,900 SH   SOLE 0 0 0 9,900
Urstadt Biddle Properties Inc COMMON STOCK 917286205 264 17,000 SH   SOLE 0 0 0 17,000
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2,145 56,500 SH   SOLE 0 0 0 56,500
VERTEX PHARMACEUTICALS INC COMMON STOCK 92532F100 2,172 7,500 SH   SOLE 0 0 0 7,500
VICI Properties Inc COMMON STOCK 925652109 1,060 35,500 SH   SOLE 0 0 0 35,500
VISA INC-CLASS A SHARES COMMON STOCK 92826C839 3,162 17,800 SH   SOLE 0 0 0 17,800
Ventas Inc COMMON STOCK 92276F100 1,414 35,205 SH   SOLE 0 0 0 35,205
Vornado Realty Trust COMMON STOCK 929042109 214 9,237 SH   SOLE 0 0 0 9,237
WALMART INC COMMON STOCK 931142103 2,763 21,300 SH   SOLE 0 0 0 21,300
WATERS CORP COMMON STOCK 941848103 1,159 4,300 SH   SOLE 0 0 0 4,300
WP Carey Inc COMMON STOCK 92936U109 1,166 16,704 SH   SOLE 0 0 0 16,704
WP Carey Inc COMMON STOCK 92936U109 1,222 17,500 SH   SOLE 0 0 0 17,500
WR BERKLEY CORP COMMON STOCK 084423102 1,292 20,000 SH   SOLE 0 0 0 20,000
WW GRAINGER INC COMMON STOCK 384802104 1,419 2,900 SH   SOLE 0 0 0 2,900
Welltower Inc COMMON STOCK 95040Q104 1,625 25,259 SH   SOLE 0 0 0 25,259
YUM! BRANDS INC COMMON STOCK 988498101 1,361 12,800 SH   SOLE 0 0 0 12,800
ZOETIS INC COMMON STOCK 98978V103 1,572 10,600 SH   SOLE 0 0 0 10,600