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
AES CORP COM 00130H105 6,463 285,979 SH   SOLE   285,979 0 0
ALCON AG ORD SHS H01301128 5,663 97,337 SH   SOLE   97,337 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,698 54,910 SH   SOLE   54,910 0 0
APPLE INC COM 037833100 5,894 42,646 SH   SOLE   42,646 0 0
BECTON DICKINSON & CO 6% DP CONV PFD B 075887406 9,933 210,709 SH   SOLE   210,709 0 0
BK OF AMERICA CORP COM 060505104 7,348 243,316 SH   SOLE   249,316 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,262 102,151 SH   SOLE   102,151 0 0
BROADCOM INC COM 11135F101 5,394 12,148 SH   SOLE   12,148 0 0
CAMDEN PPTY TR SH BEN INT 133131102 5,992 50,164 SH   SOLE   50,164 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 5,185 145,806 SH   SOLE   145,806 0 0
COCA COLA CO COM 191216100 8,192 146,237 SH   SOLE   146,237 0 0
COTERRA ENERGY INC COM 127097103 8,922 341,590 SH   SOLE   341,590 0 0
COUSINS PPTYS INC COM NEW 222795502 5,459 233,784 SH   SOLE   233,784 0 0
DTE ENERGY CO COM 233331107 6,555 56,976 SH   SOLE   56,976 0 0
EATON CORP PLC SHS G29183103 6,259 46,933 SH   SOLE   46,933 0 0
HOME DEPOT INC COM 437076102 7,708 27,932 SH   SOLE   27,932 0 0
JPMORGAN CHASE & CO COM 46625H100 9,850 94,257 SH   SOLE   94,257 0 0
LAM RESEARCH CORP COM 512807108 4,944 13,507 SH   SOLE   13,507 0 0
MARTIN MARIETTA MATLS INC COM 573284106 9,224 28,639 SH   SOLE   28,639 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,308 22,183 SH   SOLE   22,183 0 0
MEDTRONIC PLC SHS G5960L103 6,404 79,304 SH   SOLE   79,304 0 0
MICROSOFT CORP COM 594918104 6,415 27,544 SH   SOLE   27,544 0 0
MORGAN STANLEY COM NEW 617446448 8,931 113,032 SH   SOLE   113,032 0 0
PEPSICO INC COM 713448108 6,654 40,756 SH   SOLE   40,756 0 0
PROLOGIS INC. COM 74340W103 5,624 55,350 SH   SOLE   55,350 0 0
RAYONIER INC COM 754907103 7,426 247,775 SH   SOLE   247,775 0 0
SEMPRA COM 816851109 6,991 46,623 SH   SOLE   46,623 0 0
TARGET CORP COM 87612E106 6,791 45,766 SH   SOLE   45,766 0 0
TECK RESOURCES LTD CL B 878742204 6,647 218,586 SH   SOLE   218,586 0 0
TEXAS INSTRS INC COM 882508104 6,211 40,131 SH   SOLE   40,131 0 0
UNION PAC CORP COM 907818108 6,302 32,347 SH   SOLE   32,347 0 0