PRINCIPAL
AMOUNT
$
SECURITY
DESCRIPTION
RATE
MATURITY
VALUE
$
a
a
a
a
a
59,000
CNH
Industrial
Capital
LLC
.............................................
4.50%
10/16/2030
58,143
40,000
Constellation
Energy
Generation
LLC
......................................
3.90%
1/8/2028
39,669
109,000
CubeSmart
LP
......................................................
4.38%
2/15/2029
108,126
12,000
Darden
Restaurants,
Inc.
...............................................
4.35%
10/15/2027
11,965
7,000
DCP
Midstream
Operating
LP
............................................
5.13%
5/15/2029
7,080
35,000
Dell
International
LLC
/
EMC
Corp.
........................................
4.50%
2/15/2031
34,524
7,000
Devon
Energy
Corp.
..................................................
5.25%
10/15/2027
7,001
30,000
Dominion
Energy,
Inc.
.................................................
5.00%
6/15/2030
30,346
8,000
DT
Midstream,
Inc.
(a)
..................................................
4.13%
6/15/2029
7,842
58,000
DTE
Energy
Co.
.....................................................
5.20%
4/1/2030
58,854
44,000
Energy
Transfer
LP
...................................................
6.05%
12/1/2026
44,286
36,000
Equifax,
Inc.
........................................................
4.80%
9/15/2029
36,058
50,000
Equinix
Europe
2
Financing
Corp.
LLC
.....................................
4.60%
11/15/2030
49,434
18,000
ERAC
USA
Finance
LLC
(a)
..............................................
4.50%
10/30/2029
17,881
50,000
Essential
Properties
LP
................................................
2.95%
7/15/2031
45,219
28,000
Essential
Utilities,
Inc.
.................................................
4.80%
8/15/2027
28,092
2,000
Essential
Utilities,
Inc.
.................................................
3.57%
5/1/2029
1,941
51,000
Evergy
Kansas
Central,
Inc.
.............................................
4.70%
3/13/2028
51,109
4,000
Evergy
,
Inc.
........................................................
4.25%
3/15/2029
3,956
32,000
Exelon
Corp.
.......................................................
5.15%
3/15/2029
32,442
115,000
Extra
Space
Storage
LP
...............................................
5.50%
7/1/2030
117,712
61,000
Ferguson
Enterprises,
Inc.
..............................................
4.35%
3/15/2031
59,922
2,000
FirstEnergy
Transmission
LLC
...........................................
4.55%
1/15/2030
1,986
26,000
GATX
Corp.
........................................................
4.70%
4/1/2029
25,979
26,000
GATX
Corp.
........................................................
4.00%
6/30/2030
25,342
25,000
GE
HealthCare
Technologies,
Inc.
.........................................
4.15%
12/15/2028
24,781
72,000
GE
HealthCare
Technologies,
Inc.
.........................................
4.80%
8/14/2029
72,393
26,000
Goldman
Sachs
Group,
Inc.
(SOFR
+
0.90%)
.................................
4.15%
10/21/2029
25,636
12,000
Goldman
Sachs
Group,
Inc.
(SOFR
+
0.96%)
.................................
4.52%
1/21/2032
11,776
7,000
Hubbell,
Inc.
........................................................
4.65%
6/15/2031
6,974
36,000
Hyundai
Capital
America
(a)
..............................................
4.55%
9/26/2029
35,733
45,000
Hyundai
Capital
America
(a)
..............................................
5.40%
6/24/2031
45,664
22,000
Illumina,
Inc.
........................................................
4.65%
9/9/2026
22,008
26,000
Jacobs
Solutions,
Inc.
.................................................
4.75%
3/3/2031
25,778
59,000
JPMorgan
Chase
&
Co.
(SOFR
+
0.92%)
....................................
4.55%
4/22/2028
59,215
36,000
JPMorgan
Chase
&
Co.
(SOFR
+
0.80%)
....................................
4.92%
1/24/2029
36,181
133,000
JPMorgan
Chase
&
Co.
(3
mo.
Term
SOFR
+
1.42%)
...........................
3.70%
5/6/2030
129,365
25,000
Kinder
Morgan,
Inc.
...................................................
5.00%
2/1/2029
25,230
36,000
Laboratory
Corp.
of
America
Holdings
......................................
4.35%
4/1/2030
35,527
61,000
Laboratory
Corp.
of
America
Holdings
......................................
2.70%
6/1/2031
55,417
29,000
M&T
Bank
Corp.
(SOFR
+
0.93%)
.........................................
4.83%
1/16/2029
29,064
36,000
Marriott
International,
Inc./MD
............................................
4.80%
3/15/2030
36,168
62,000
Mars,
Inc.
(a)
........................................................
4.80%
3/1/2030
62,197
56,000
MasTec
,
Inc.
(a)
......................................................
4.50%
8/15/2028
55,473
58,000
Molex
Electronic
Technologies
LLC
(a)
.......................................
4.75%
4/30/2028
58,079
60,000
Morgan
Stanley
(SOFR
+
0.96%)
.........................................
4.56%
4/10/2030
59,627
51,000
MPLX
LP
..........................................................
4.80%
2/15/2029
51,121
4,000
New
York
Life
Global
Funding
(a)
..........................................
4.70%
1/29/2029
4,010
51,000
Niagara
Mohawk
Power
Corp.
(a)
..........................................
4.65%
10/3/2030
50,680
50,000
NiSource,
Inc.
.......................................................
5.20%
7/1/2029
50,789
8,000
NiSource,
Inc.
.......................................................
4.75%
5/18/2031
7,970
58,000
Northrop
Grumman
Corp.
..............................................
4.65%
7/15/2030
58,145
51,000
Northrop
Grumman
Systems
Corp.
........................................
7.75%
2/15/2031
57,431
47,000
Omega
Healthcare
Investors,
Inc.
.........................................
4.75%
1/15/2028
47,006
25,000
Otis
Worldwide
Corp.
..................................................
4.49%
5/7/2029
24,915
22,000
Paychex,
Inc.
.......................................................
5.10%
4/15/2030
22,195
58,000
Penske
Truck
Leasing
Co.
LP
/
PTL
Finance
Corp.
(a)
............................
5.25%
2/1/2030
58,718
52,000
Phillips
Edison
Grocery
Center
Operating
Partnership
I
LP
........................
2.63%
11/15/2031
46,382
14,000
Pinnacle
West
Capital
Corp.
.............................................
4.90%
5/15/2028
14,055
12,000
Pinnacle
West
Capital
Corp.
.............................................
4.65%
6/1/2029
12,004
41,000
Progressive
Corp.
....................................................
4.60%
3/26/2031
40,884
56,000
Public
Service
Enterprise
Group,
Inc.
......................................
5.88%
10/15/2028
57,458
29,000
Quanta
Services,
Inc.
.................................................
4.50%
1/15/2031
28,660
16,000
Quest
Diagnostics,
Inc.
................................................
4.20%
6/30/2029
15,830
52,000
Republic
Services,
Inc.
................................................
4.75%
7/15/2030
52,323
15,000
Roper
Technologies,
Inc.
...............................................
4.25%
9/15/2028
14,891
52,000
Royal
Caribbean
Cruises
Ltd.
(a)
...........................................
5.63%
9/30/2031
52,452
59,000
Royalty
Pharma
PLC
..................................................
4.45%
3/25/2031
58,034
29,000
Ryder
System,
Inc.
...................................................
4.30%
12/1/2030
28,617
22,000
Sonoco
Products
Co.
.................................................
4.45%
9/1/2026
22,002