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
Expires: July 31, 2015
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
ABBOTT LABORATORIES COMMON STOCK 002824100 2,786 21,000 SH SOLE 0 0 0 21,000
ABBVIE INC COMMON STOCK 00287Y109 3,709 17,700 SH SOLE 0 0 0 17,700
ADOBE INC COMMON STOCK 00724F101 2,186 5,700 SH SOLE 0 0 0 5,700
AFLAC INC COMMON STOCK 001055102 1,579 14,200 SH SOLE 0 0 0 14,200
AGILENT TECHNOLOGIES INC COMMON STOCK 00846U101 1,123 9,600 SH SOLE 0 0 0 9,600
ALPHABET INC-CL A COMMON STOCK 02079K305 3,820 24,700 SH SOLE 0 0 0 24,700
ALPHABET INC-CL C COMMON STOCK 02079K107 3,296 21,100 SH SOLE 0 0 0 21,100
AMERICAN FINANCIAL GROUP INC COMMON STOCK 025932104 1,235 9,400 SH SOLE 0 0 0 9,400
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106 1,452 3,000 SH SOLE 0 0 0 3,000
AMGEN INC COMMON STOCK 031162100 2,305 7,400 SH SOLE 0 0 0 7,400
AON PLC-CLASS A COMMON STOCK 000000000 1,716 4,300 SH SOLE 0 0 0 4,300
APPLE INC COMMON STOCK 037833100 7,615 34,280 SH SOLE 0 0 0 34,280
APPLIED MATERIALS INC COMMON STOCK 038222105 1,829 12,600 SH SOLE 0 0 0 12,600
ASSURANT INC COMMON STOCK 04621X108 1,196 5,700 SH SOLE 0 0 0 5,700
ATandT INC COMMON STOCK 00206R102 2,531 89,500 SH SOLE 0 0 0 89,500
ATMOS ENERGY CORP COMMON STOCK 049560105 1,438 9,300 SH SOLE 0 0 0 9,300
AUTOMATIC DATA PROCESSING COMMON STOCK 053015103 2,016 6,600 SH SOLE 0 0 0 6,600
AUTOZONE INC COMMON STOCK 053332102 1,563 410 SH SOLE 0 0 0 410
Alexandria Real Estate Equities Inc COMMON STOCK 015271109 809 8,750 SH SOLE 0 0 0 8,750
American Homes 4 Rent COMMON STOCK 02665T306 907 24,000 SH SOLE 0 0 0 24,000
Americold Realty Trust Inc COMMON STOCK 03064D108 412 19,200 SH SOLE 0 0 0 19,200
Apple Hospitality REIT Inc COMMON STOCK 03784Y200 207 16,000 SH SOLE 0 0 0 16,000
AvalonBay Communities Inc COMMON STOCK 053484101 2,125 9,902 SH SOLE 0 0 0 9,902
BEST BUY CO INC COMMON STOCK 086516101 1,104 15,000 SH SOLE 0 0 0 15,000
BLACKROCK INC COMMON STOCK 09290D101 1,988 2,100 SH SOLE 0 0 0 2,100
BOOKING HOLDINGS INC COMMON STOCK 09857L108 2,119 460 SH SOLE 0 0 0 460
BOOZ ALLEN HAMILTON HOLDINGS COMMON STOCK 099502106 868 8,300 SH SOLE 0 0 0 8,300
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 2,092 34,300 SH SOLE 0 0 0 34,300
BROADCOM INC COMMON STOCK 11135F101 4,035 24,100 SH SOLE 0 0 0 24,100
Boston Properties Inc COMMON STOCK 101121101 418 6,214 SH SOLE 0 0 0 6,214
Brandywine Realty Trust COMMON STOCK 105368203 297 66,500 SH SOLE 0 0 0 66,500
Brixmor Property Group Inc COMMON STOCK 11120U105 1,147 43,211 SH SOLE 0 0 0 43,211
Broadstone Net Lease Inc COMMON STOCK 11135E203 937 55,000 SH SOLE 0 0 0 55,000
CADENCE DESIGN SYS INC COMMON STOCK 127387108 1,323 5,200 SH SOLE 0 0 0 5,200
CARDINAL HEALTH INC COMMON STOCK 14149Y108 1,460 10,600 SH SOLE 0 0 0 10,600
CARLISLE COS INC COMMON STOCK 142339100 1,124 3,300 SH SOLE 0 0 0 3,300
CDW CORP/DE COMMON STOCK 12514G108 1,078 6,725 SH SOLE 0 0 0 6,725
CENCORA INC COMMON STOCK 03073E105 1,557 5,600 SH SOLE 0 0 0 5,600
CINTAS CORP COMMON STOCK 172908105 1,459 7,100 SH SOLE 0 0 0 7,100
CISCO SYSTEMS INC COMMON STOCK 17275R102 3,024 49,000 SH SOLE 0 0 0 49,000
COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102 1,415 18,500 SH SOLE 0 0 0 18,500
COLGATE-PALMOLIVE CO COMMON STOCK 194162103 1,565 16,700 SH SOLE 0 0 0 16,700
CONAGRA BRANDS INC COMMON STOCK 205887102 1,147 43,000 SH SOLE 0 0 0 43,000
CORPAY INC COMMON STOCK 219948106 1,325 3,800 SH SOLE 0 0 0 3,800
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 3,689 3,900 SH SOLE 0 0 0 3,900
CUMMINS INC COMMON STOCK 231021106 1,222 3,900 SH SOLE 0 0 0 3,900
CURBLINE PROPERTIES CORP COMMON STOCK 23128Q101 242 10,000 SH SOLE 0 0 0 10,000
CVS HEALTH CORP COMMON STOCK 126650100 1,220 18,000 SH SOLE 0 0 0 18,000
Camden Property Trust COMMON STOCK 133131102 921 7,531 SH SOLE 0 0 0 7,531
Camden Property Trust COMMON STOCK 133131102 1,284 10,500 SH SOLE 0 0 0 10,500
CareTrust REIT Inc COMMON STOCK 14174T107 600 21,000 SH SOLE 0 0 0 21,000
Centerspace COMMON STOCK 15202L107 390 6,019 SH SOLE 0 0 0 6,019
Chatham Lodging Trust COMMON STOCK 16208T102 107 15,000 SH SOLE 0 0 0 15,000
Community Healthcare Trust Inc COMMON STOCK 20369C106 218 12,000 SH SOLE 0 0 0 12,000
Cousins Properties Inc COMMON STOCK 222795502 543 18,400 SH SOLE 0 0 0 18,400
CubeSmart COMMON STOCK 229663109 1,098 25,700 SH SOLE 0 0 0 25,700
DICK'S SPORTING GOODS INC COMMON STOCK 253393102 1,109 5,500 SH SOLE 0 0 0 5,500
DOMINION ENERGY INC COMMON STOCK 25746U109 1,475 26,300 SH SOLE 0 0 0 26,300
DOMINO'S PIZZA INC COMMON STOCK 25754A201 1,218 2,650 SH SOLE 0 0 0 2,650
DOVER CORP COMMON STOCK 260003108 1,124 6,400 SH SOLE 0 0 0 6,400
DR HORTON INC COMMON STOCK 23331A109 1,170 9,200 SH SOLE 0 0 0 9,200
Digital Realty Trust Inc COMMON STOCK 253868103 3,116 21,747 SH SOLE 0 0 0 21,747
Diversified Healthcare Trust COMMON STOCK 25525P107 48 20,000 SH SOLE 0 0 0 20,000
EBAY INC COMMON STOCK 278642103 1,436 21,200 SH SOLE 0 0 0 21,200
EDISON INTERNATIONAL COMMON STOCK 281020107 1,131 19,200 SH SOLE 0 0 0 19,200
ELECTRONIC ARTS INC COMMON STOCK 285512109 1,402 9,700 SH SOLE 0 0 0 9,700
ELEVANCE HEALTH INC COMMON STOCK 036752103 1,892 4,350 SH SOLE 0 0 0 4,350
EPR Properties COMMON STOCK 26884U109 815 15,500 SH SOLE 0 0 0 15,500
EVERGY INC COMMON STOCK 30034W106 1,282 18,600 SH SOLE 0 0 0 18,600
EVERSOURCE ENERGY COMMON STOCK 30040W108 1,379 22,200 SH SOLE 0 0 0 22,200
EXELON CORP COMMON STOCK 30161N101 1,636 35,500 SH SOLE 0 0 0 35,500
EXPEDITORS INTL WASH INC COMMON STOCK 302130109 1,359 11,300 SH SOLE 0 0 0 11,300
Equinix Inc COMMON STOCK 29444U700 3,987 4,890 SH SOLE 0 0 0 4,890
Equity Residential COMMON STOCK 29476L107 1,779 24,853 SH SOLE 0 0 0 24,853
Essential Properties Realty Trust Inc COMMON STOCK 29670E107 996 30,500 SH SOLE 0 0 0 30,500
Essex Property Trust Inc COMMON STOCK 297178105 1,426 4,650 SH SOLE 0 0 0 4,650
Extra Space Storage Inc COMMON STOCK 30225T102 1,226 8,255 SH SOLE 0 0 0 8,255
FAIR ISAAC CORP COMMON STOCK 303250104 1,383 750 SH SOLE 0 0 0 750
FASTENAL CO COMMON STOCK 311900104 1,473 19,000 SH SOLE 0 0 0 19,000
FIRSTENERGY CORP COMMON STOCK 337932107 1,354 33,500 SH SOLE 0 0 0 33,500
Four Corners Property Trust Inc COMMON STOCK 35086T109 344 12,000 SH SOLE 0 0 0 12,000
GARTNER INC COMMON STOCK 366651107 1,007 2,400 SH SOLE 0 0 0 2,400
GENERAL MILLS INC COMMON STOCK 370334104 1,256 21,000 SH SOLE 0 0 0 21,000
GENUINE PARTS CO COMMON STOCK 372460105 1,156 9,700 SH SOLE 0 0 0 9,700
GILEAD SCIENCES INC COMMON STOCK 375558103 2,185 19,500 SH SOLE 0 0 0 19,500
GLOBE LIFE INC COMMON STOCK 37959E102 1,014 7,700 SH SOLE 0 0 0 7,700
GODADDY INC - CLASS A COMMON STOCK 380237107 1,189 6,600 SH SOLE 0 0 0 6,600
Getty Realty Corp COMMON STOCK 374297109 702 22,500 SH SOLE 0 0 0 22,500
Global Medical REIT Inc COMMON STOCK 37954A204 474 54,200 SH SOLE 0 0 0 54,200
Global Net Lease Inc COMMON STOCK 379378201 117 14,492 SH SOLE 0 0 0 14,492
HARTFORD FINANCIAL SVCS GRP COMMON STOCK 416515104 1,510 12,200 SH SOLE 0 0 0 12,200
HENRY SCHEIN INC COMMON STOCK 806407102 1,130 16,500 SH SOLE 0 0 0 16,500
HERSHEY CO/THE COMMON STOCK 427866108 1,266 7,400 SH SOLE 0 0 0 7,400
HOLOGIC INC COMMON STOCK 436440101 1,161 18,800 SH SOLE 0 0 0 18,800
HOME DEPOT INC COMMON STOCK 437076102 3,518 9,600 SH SOLE 0 0 0 9,600
HP INC COMMON STOCK 40434L105 1,177 42,500 SH SOLE 0 0 0 42,500
HUMANA INC COMMON STOCK 444859102 529 2,000 SH SOLE 0 0 0 2,000
Healthcare Realty Trust Inc COMMON STOCK 42226K105 1,176 69,582 SH SOLE 0 0 0 69,582
Healthpeak Properties Inc COMMON STOCK 42250P103 2,017 99,755 SH SOLE 0 0 0 99,755
Highwoods Properties Inc COMMON STOCK 431284108 287 9,698 SH SOLE 0 0 0 9,698
Host Hotels and Resorts Inc COMMON STOCK 44107P104 694 48,843 SH SOLE 0 0 0 48,843
Hudson Pacific Properties Inc COMMON STOCK 444097109 112 38,000 SH SOLE 0 0 0 38,000
ILLINOIS TOOL WORKS COMMON STOCK 452308109 1,562 6,300 SH SOLE 0 0 0 6,300
INTERPUBLIC GROUP OF COS INC COMMON STOCK 460690100 516 19,000 SH SOLE 0 0 0 19,000
INTL BUSINESS MACHINES CORP COMMON STOCK 459200101 2,785 11,200 SH SOLE 0 0 0 11,200
Independence Realty Trust Inc COMMON STOCK 45378A106 446 21,000 SH SOLE 0 0 0 21,000
Innovative Industrial Properties Inc COMMON STOCK 45781V101 238 4,404 SH SOLE 0 0 0 4,404
Invitation Homes Inc COMMON STOCK 46187W107 1,438 41,265 SH SOLE 0 0 0 41,265
Iron Mountain Inc COMMON STOCK 46284V101 1,661 19,300 SH SOLE 0 0 0 19,300
JACK HENRY and ASSOCIATES INC COMMON STOCK 426281101 1,296 7,100 SH SOLE 0 0 0 7,100
JM SMUCKER CO/THE COMMON STOCK 832696405 1,220 10,300 SH SOLE 0 0 0 10,300
JOHNSON and JOHNSON COMMON STOCK 478160104 3,864 23,300 SH SOLE 0 0 0 23,300
JPMORGAN CHASE and CO COMMON STOCK 46625H100 5,617 22,900 SH SOLE 0 0 0 22,900
KEURIG DR PEPPER INC COMMON STOCK 49271V100 1,403 41,000 SH SOLE 0 0 0 41,000
KEYSIGHT TECHNOLOGIES IN COMMON STOCK 49338L103 1,123 7,500 SH SOLE 0 0 0 7,500
KIMBERLY-CLARK CORP COMMON STOCK 494368103 1,465 10,300 SH SOLE 0 0 0 10,300
KINDER MORGAN INC COMMON STOCK 49456B101 1,783 62,500 SH SOLE 0 0 0 62,500
KLA CORP COMMON STOCK 482480100 1,733 2,550 SH SOLE 0 0 0 2,550
KRAFT HEINZ CO/THE COMMON STOCK 500754106 1,278 42,000 SH SOLE 0 0 0 42,000
KROGER CO COMMON STOCK 501044101 1,455 21,500 SH SOLE 0 0 0 21,500
Kilroy Realty Corp COMMON STOCK 49427F108 180 5,500 SH SOLE 0 0 0 5,500
Kimco Realty Corp COMMON STOCK 49446R109 346 16,295 SH SOLE 0 0 0 16,295
Kite Realty Group Trust COMMON STOCK 49803T300 725 32,400 SH SOLE 0 0 0 32,400
LAM RESEARCH CORP COMMON STOCK 512807306 1,759 24,200 SH SOLE 0 0 0 24,200
LENNOX INTERNATIONAL INC COMMON STOCK 526107107 1,122 2,000 SH SOLE 0 0 0 2,000
LKQ CORP COMMON STOCK 501889208 842 19,800 SH SOLE 0 0 0 19,800
LOWE'S COS INC COMMON STOCK 548661107 1,889 8,100 SH SOLE 0 0 0 8,100
LXP Industrial Trust COMMON STOCK 529043101 675 78,000 SH SOLE 0 0 0 78,000
Lamar Advertising Co COMMON STOCK 512816109 876 7,700 SH SOLE 0 0 0 7,700
MARKEL GROUP INC COMMON STOCK 570535104 1,346 720 SH SOLE 0 0 0 720
MARSH and MCLENNAN COS COMMON STOCK 571748102 2,074 8,500 SH SOLE 0 0 0 8,500
MASCO CORP COMMON STOCK 574599106 1,092 15,700 SH SOLE 0 0 0 15,700
MASTERCARD INC - A COMMON STOCK 57636Q104 4,166 7,600 SH SOLE 0 0 0 7,600
MCKESSON CORP COMMON STOCK 58155Q103 1,851 2,750 SH SOLE 0 0 0 2,750
MERCK and CO. INC. COMMON STOCK 58933Y105 2,603 29,000 SH SOLE 0 0 0 29,000
META PLATFORMS INC-CLASS A COMMON STOCK 30303M102 7,550 13,100 SH SOLE 0 0 0 13,100
METLIFE INC COMMON STOCK 59156R108 1,405 17,500 SH SOLE 0 0 0 17,500
METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105 1,063 900 SH SOLE 0 0 0 900
MICROSOFT CORP COMMON STOCK 594918104 7,617 20,290 SH SOLE 0 0 0 20,290
MOLINA HEALTHCARE INC COMMON STOCK 60855R100 1,350 4,100 SH SOLE 0 0 0 4,100
MOTOROLA SOLUTIONS INC COMMON STOCK 620076307 1,664 3,800 SH SOLE 0 0 0 3,800
Macerich Co/The COMMON STOCK 554382101 149 8,692 SH SOLE 0 0 0 8,692
Medical Properties Trust Inc COMMON STOCK 58463J304 594 98,500 SH SOLE 0 0 0 98,500
Mid-America Apartment Communities Inc COMMON STOCK 59522J103 1,316 7,850 SH SOLE 0 0 0 7,850
NETAPP INC COMMON STOCK 64110D104 1,072 12,200 SH SOLE 0 0 0 12,200
NEW YORK REIT INC liquidation shs COMMON STOCK 64976L208 0 2,200 SH SOLE 0 0 0 2,200
NVIDIA CORP COMMON STOCK 67066G104 5,202 48,000 SH SOLE 0 0 0 48,000
NVR INC COMMON STOCK 62944T105 1,195 165 SH SOLE 0 0 0 165
National Health Investors Inc COMMON STOCK 63633D104 443 6,000 SH SOLE 0 0 0 6,000
National Retail Properties Inc COMMON STOCK 637417106 930 21,800 SH SOLE 0 0 0 21,800
National Storage Affiliates Trust COMMON STOCK 637870106 102 2,600 SH SOLE 0 0 0 2,600
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 1,748 1,220 SH SOLE 0 0 0 1,220
OTIS WORLDWIDE CORP COMMON STOCK 68902V107 1,445 14,000 SH SOLE 0 0 0 14,000
Omega Healthcare Investors Inc COMMON STOCK 681936100 1,169 30,700 SH SOLE 0 0 0 30,700
Outfront Media Inc COMMON STOCK 69007J304 191 11,808 SH SOLE 0 0 0 11,808
PAYCHEX INC COMMON STOCK 704326107 1,581 10,250 SH SOLE 0 0 0 10,250
PEPSICO INC COMMON STOCK 713448108 2,429 16,200 SH SOLE 0 0 0 16,200
PFIZER INC COMMON STOCK 717081103 1,901 75,000 SH SOLE 0 0 0 75,000
PROCTER and GAMBLE CO/THE COMMON STOCK 742718109 3,783 22,200 SH SOLE 0 0 0 22,200
PUBLIC SERVICE ENTERPRISE GP COMMON STOCK 744573106 1,481 18,000 SH SOLE 0 0 0 18,000
PULTEGROUP INC COMMON STOCK 745867101 1,069 10,400 SH SOLE 0 0 0 10,400
Park Hotels and Resorts Inc COMMON STOCK 700517105 311 29,106 SH SOLE 0 0 0 29,106
Pebblebrook Hotel Trust COMMON STOCK 70509V100 64 6,355 SH SOLE 0 0 0 6,355
Plymouth Industrial REIT Inc COMMON STOCK 729640102 563 34,527 SH SOLE 0 0 0 34,527
Power REIT COMMON STOCK 73933H101 34 29,948 SH SOLE 0 0 0 29,948
Prologis Inc COMMON STOCK 74340W103 6,468 57,858 SH SOLE 0 0 0 57,858
Public Storage COMMON STOCK 74460D109 3,057 10,213 SH SOLE 0 0 0 10,213
QUALCOMM INC COMMON STOCK 747525103 2,243 14,600 SH SOLE 0 0 0 14,600
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 1,303 7,700 SH SOLE 0 0 0 7,700
RETAIL VALUE INC liquidated COMMON STOCK 000000000 0 108 SH SOLE 0 0 0 108
RLJ Lodging Trust COMMON STOCK 74965L101 245 31,100 SH SOLE 0 0 0 31,100
ROYALTY PHARMA PLC- CL A COMMON STOCK 000000000 1,245 40,000 SH SOLE 0 0 0 40,000
RPM INTERNATIONAL INC COMMON STOCK 749685103 1,099 9,500 SH SOLE 0 0 0 9,500
Realty Income Corp COMMON STOCK 756109104 1,653 28,500 SH SOLE 0 0 0 28,500
Realty Income Corp COMMON STOCK 756109104 3,871 66,738 SH SOLE 0 0 0 66,738
Regency Centers Corp COMMON STOCK 758849103 324 4,399 SH SOLE 0 0 0 4,399
SEI INVESTMENTS COMPANY COMMON STOCK 784117103 1,211 15,600 SH SOLE 0 0 0 15,600
SEMPRA ENERGY COMMON STOCK 816851109 1,384 19,400 SH SOLE 0 0 0 19,400
SHERWIN-WILLIAMS CO/THE COMMON STOCK 824348106 1,641 4,700 SH SOLE 0 0 0 4,700
SITE Centers Corp COMMON STOCK 82981J851 64 5,000 SH SOLE 0 0 0 5,000
SMITH (A.O.) CORP COMMON STOCK 831865209 1,085 16,600 SH SOLE 0 0 0 16,600
SNAP-ON INC COMMON STOCK 833034101 1,281 3,800 SH SOLE 0 0 0 3,800
STAG Industrial Inc COMMON STOCK 85254J102 1,061 29,363 SH SOLE 0 0 0 29,363
Sabra Health Care REIT Inc COMMON STOCK 78573L106 941 53,874 SH SOLE 0 0 0 53,874
Simon Property Group Inc COMMON STOCK 828806109 3,190 19,206 SH SOLE 0 0 0 19,206
Summit Hotel Properties Inc COMMON STOCK 866082100 101 18,700 SH SOLE 0 0 0 18,700
TANGER INC COMMON STOCK 875465106 203 6,000 SH SOLE 0 0 0 6,000
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 1,222 6,800 SH SOLE 0 0 0 6,800
THE CAMPBELL'S COMPANY COMMON STOCK 134429109 1,130 28,300 SH SOLE 0 0 0 28,300
TRACTOR SUPPLY COMPANY COMMON STOCK 892356106 1,322 24,000 SH SOLE 0 0 0 24,000
TRAVELERS COS INC/THE COMMON STOCK 89417E109 1,587 6,000 SH SOLE 0 0 0 6,000
UDR Inc COMMON STOCK 902653104 944 20,888 SH SOLE 0 0 0 20,888
ULTA BEAUTY INC COMMON STOCK 90384S303 916 2,500 SH SOLE 0 0 0 2,500
UMH Properties Inc COMMON STOCK 903002103 459 24,564 SH SOLE 0 0 0 24,564
UNION PACIFIC CORP COMMON STOCK 907818108 2,103 8,900 SH SOLE 0 0 0 8,900
UNITED PARCEL SERVICE-CL B COMMON STOCK 911312106 737 6,700 SH SOLE 0 0 0 6,700
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 4,321 8,250 SH SOLE 0 0 0 8,250
VERISIGN INC COMMON STOCK 92343E102 1,346 5,300 SH SOLE 0 0 0 5,300
VERISK ANALYTICS INC COMMON STOCK 92345Y106 1,280 4,300 SH SOLE 0 0 0 4,300
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2,472 54,500 SH SOLE 0 0 0 54,500
VICI Properties Inc COMMON STOCK 925652109 3,017 92,500 SH SOLE 0 0 0 92,500
VICI Properties Inc COMMON STOCK 925652109 1,582 48,500 SH SOLE 0 0 0 48,500
VISA INC-CLASS A SHARES COMMON STOCK 92826C839 5,082 14,500 SH SOLE 0 0 0 14,500
Ventas Inc COMMON STOCK 92276F100 2,214 32,205 SH SOLE 0 0 0 32,205
Vornado Realty Trust COMMON STOCK 929042109 231 6,237 SH SOLE 0 0 0 6,237
WALMART INC COMMON STOCK 931142103 3,459 39,400 SH SOLE 0 0 0 39,400
WATERS CORP COMMON STOCK 941848103 405 1,100 SH SOLE 0 0 0 1,100
WILLIAMS-SONOMA INC COMMON STOCK 969904101 1,028 6,500 SH SOLE 0 0 0 6,500
WP Carey Inc COMMON STOCK 92936U109 1,294 20,500 SH SOLE 0 0 0 20,500
WP Carey Inc COMMON STOCK 92936U109 1,471 23,304 SH SOLE 0 0 0 23,304
WR BERKLEY CORP COMMON STOCK 084423102 1,548 21,750 SH SOLE 0 0 0 21,750
WW GRAINGER INC COMMON STOCK 384802104 1,235 1,250 SH SOLE 0 0 0 1,250
Welltower Inc COMMON STOCK 95040Q104 4,222 27,559 SH SOLE 0 0 0 27,559
YUM! BRANDS INC COMMON STOCK 988498101 1,526 9,700 SH SOLE 0 0 0 9,700
ZOETIS INC COMMON STOCK 98978V103 1,581 9,600 SH SOLE 0 0 0 9,600