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 |
ABBVIE INC | COMMON STOCK | 00287Y109 | 2,784 | 14,100 | SH | | SOLE | 0 | 0 | 0 | 14,100 |
AFLAC INC | COMMON STOCK | 001055102 | 1,453 | 13,000 | SH | | SOLE | 0 | 0 | 0 | 13,000 |
AGILENT TECHNOLOGIES INC | COMMON STOCK | 00846U101 | 817 | 5,500 | SH | | SOLE | 0 | 0 | 0 | 5,500 |
ALPHABET INC-CL A | COMMON STOCK | 02079K305 | 5,390 | 32,500 | SH | | SOLE | 0 | 0 | 0 | 32,500 |
ALPHABET INC-CL C | COMMON STOCK | 02079K107 | 4,782 | 28,600 | SH | | SOLE | 0 | 0 | 0 | 28,600 |
AMERICAN FINANCIAL GROUP INC | COMMON STOCK | 025932104 | 1,077 | 8,000 | SH | | SOLE | 0 | 0 | 0 | 8,000 |
AMERIPRISE FINANCIAL INC | COMMON STOCK | 03076C106 | 1,409 | 3,000 | SH | | SOLE | 0 | 0 | 0 | 3,000 |
AMGEN INC | COMMON STOCK | 031162100 | 1,804 | 5,600 | SH | | SOLE | 0 | 0 | 0 | 5,600 |
AON PLC-CLASS A | COMMON STOCK | 000000000 | 1,419 | 4,100 | SH | | SOLE | 0 | 0 | 0 | 4,100 |
APPLE INC | COMMON STOCK | 037833100 | 15,793 | 67,780 | SH | | SOLE | 0 | 0 | 0 | 67,780 |
APPLIED MATERIALS INC | COMMON STOCK | 038222105 | 1,919 | 9,500 | SH | | SOLE | 0 | 0 | 0 | 9,500 |
ASSURANT INC | COMMON STOCK | 04621X108 | 1,193 | 6,000 | SH | | SOLE | 0 | 0 | 0 | 6,000 |
ATandT INC | COMMON STOCK | 00206R102 | 1,947 | 88,500 | SH | | SOLE | 0 | 0 | 0 | 88,500 |
ATMOS ENERGY CORP | COMMON STOCK | 049560105 | 1,248 | 9,000 | SH | | SOLE | 0 | 0 | 0 | 9,000 |
AUTOMATIC DATA PROCESSING | COMMON STOCK | 053015103 | 1,688 | 6,100 | SH | | SOLE | 0 | 0 | 0 | 6,100 |
AUTOZONE INC | COMMON STOCK | 053332102 | 1,229 | 390 | SH | | SOLE | 0 | 0 | 0 | 390 |
Alexandria Real Estate Equities Inc | COMMON STOCK | 015271109 | 1,098 | 9,250 | SH | | SOLE | 0 | 0 | 0 | 9,250 |
American Homes 4 Rent | COMMON STOCK | 02665T306 | 864 | 22,500 | SH | | SOLE | 0 | 0 | 0 | 22,500 |
Apple Hospitality REIT Inc | COMMON STOCK | 03784Y200 | 238 | 16,000 | SH | | SOLE | 0 | 0 | 0 | 16,000 |
AvalonBay Communities Inc | COMMON STOCK | 053484101 | 2,568 | 11,402 | SH | | SOLE | 0 | 0 | 0 | 11,402 |
BEST BUY CO INC | COMMON STOCK | 086516101 | 1,188 | 11,500 | SH | | SOLE | 0 | 0 | 0 | 11,500 |
BOOKING HOLDINGS INC | COMMON STOCK | 09857L108 | 1,685 | 400 | SH | | SOLE | 0 | 0 | 0 | 400 |
BOOZ ALLEN HAMILTON HOLDINGS | COMMON STOCK | 099502106 | 1,221 | 7,500 | SH | | SOLE | 0 | 0 | 0 | 7,500 |
BRISTOL-MYERS SQUIBB CO | COMMON STOCK | 110122108 | 1,578 | 30,500 | SH | | SOLE | 0 | 0 | 0 | 30,500 |
BROADCOM INC | COMMON STOCK | 11135F101 | 3,709 | 21,500 | SH | | SOLE | 0 | 0 | 0 | 21,500 |
Boston Properties Inc | COMMON STOCK | 101121101 | 500 | 6,214 | SH | | SOLE | 0 | 0 | 0 | 6,214 |
Brandywine Realty Trust | COMMON STOCK | 105368203 | 362 | 66,500 | SH | | SOLE | 0 | 0 | 0 | 66,500 |
Brixmor Property Group Inc | COMMON STOCK | 11120U105 | 1,343 | 48,211 | SH | | SOLE | 0 | 0 | 0 | 48,211 |
Broadstone Net Lease Inc | COMMON STOCK | 11135E203 | 1,175 | 62,000 | SH | | SOLE | 0 | 0 | 0 | 62,000 |
CADENCE DESIGN SYS INC | COMMON STOCK | 127387108 | 1,220 | 4,500 | SH | | SOLE | 0 | 0 | 0 | 4,500 |
CAMPBELL SOUP CO | COMMON STOCK | 134429109 | 1,018 | 20,800 | SH | | SOLE | 0 | 0 | 0 | 20,800 |
CARDINAL HEALTH INC | COMMON STOCK | 14149Y108 | 1,105 | 10,000 | SH | | SOLE | 0 | 0 | 0 | 10,000 |
CDW CORP/DE | COMMON STOCK | 12514G108 | 1,182 | 5,225 | SH | | SOLE | 0 | 0 | 0 | 5,225 |
CENCORA INC | COMMON STOCK | 03073E105 | 1,170 | 5,200 | SH | | SOLE | 0 | 0 | 0 | 5,200 |
CINTAS CORP | COMMON STOCK | 172908105 | 1,441 | 7,000 | SH | | SOLE | 0 | 0 | 0 | 7,000 |
CISCO SYSTEMS INC | COMMON STOCK | 17275R102 | 2,262 | 42,500 | SH | | SOLE | 0 | 0 | 0 | 42,500 |
COGNIZANT TECH SOLUTIONS-A | COMMON STOCK | 192446102 | 1,273 | 16,500 | SH | | SOLE | 0 | 0 | 0 | 16,500 |
COLGATE-PALMOLIVE CO | COMMON STOCK | 194162103 | 1,422 | 13,700 | SH | | SOLE | 0 | 0 | 0 | 13,700 |
CONAGRA BRANDS INC | COMMON STOCK | 205887102 | 1,154 | 35,500 | SH | | SOLE | 0 | 0 | 0 | 35,500 |
CORPAY INC | COMMON STOCK | 219948106 | 1,188 | 3,800 | SH | | SOLE | 0 | 0 | 0 | 3,800 |
COSTCO WHOLESALE CORP | COMMON STOCK | 22160K105 | 2,748 | 3,100 | SH | | SOLE | 0 | 0 | 0 | 3,100 |
CUMMINS INC | COMMON STOCK | 231021106 | 1,198 | 3,700 | SH | | SOLE | 0 | 0 | 0 | 3,700 |
CVS HEALTH CORP | COMMON STOCK | 126650100 | 1,195 | 19,000 | SH | | SOLE | 0 | 0 | 0 | 19,000 |
Camden Property Trust | COMMON STOCK | 133131102 | 1,264 | 10,231 | SH | | SOLE | 0 | 0 | 0 | 10,231 |
Camden Property Trust | COMMON STOCK | 133131102 | 1,112 | 9,000 | SH | | SOLE | 0 | 0 | 0 | 9,000 |
Centerspace | COMMON STOCK | 15202L107 | 495 | 7,019 | SH | | SOLE | 0 | 0 | 0 | 7,019 |
Chatham Lodging Trust | COMMON STOCK | 16208T102 | 77 | 9,000 | SH | | SOLE | 0 | 0 | 0 | 9,000 |
Community Healthcare Trust Inc | COMMON STOCK | 20369C106 | 218 | 12,000 | SH | | SOLE | 0 | 0 | 0 | 12,000 |
Cousins Properties Inc | COMMON STOCK | 222795502 | 601 | 20,400 | SH | | SOLE | 0 | 0 | 0 | 20,400 |
CubeSmart | COMMON STOCK | 229663109 | 1,545 | 28,700 | SH | | SOLE | 0 | 0 | 0 | 28,700 |
DOMINION ENERGY INC | COMMON STOCK | 25746U109 | 1,271 | 22,000 | SH | | SOLE | 0 | 0 | 0 | 22,000 |
DOVER CORP | COMMON STOCK | 260003108 | 1,016 | 5,300 | SH | | SOLE | 0 | 0 | 0 | 5,300 |
DR HORTON INC | COMMON STOCK | 23331A109 | 1,087 | 5,700 | SH | | SOLE | 0 | 0 | 0 | 5,700 |
Digital Realty Trust Inc | COMMON STOCK | 253868103 | 3,924 | 24,247 | SH | | SOLE | 0 | 0 | 0 | 24,247 |
DigitalBridge Group Inc | COMMON STOCK | 25401T603 | 68 | 4,821 | SH | | SOLE | 0 | 0 | 0 | 4,821 |
Diversified Healthcare Trust | COMMON STOCK | 25525P107 | 84 | 20,000 | SH | | SOLE | 0 | 0 | 0 | 20,000 |
EBAY INC | COMMON STOCK | 278642103 | 1,315 | 20,200 | SH | | SOLE | 0 | 0 | 0 | 20,200 |
EDISON INTERNATIONAL | COMMON STOCK | 281020107 | 1,280 | 14,700 | SH | | SOLE | 0 | 0 | 0 | 14,700 |
ELECTRONIC ARTS INC | COMMON STOCK | 285512109 | 1,176 | 8,200 | SH | | SOLE | 0 | 0 | 0 | 8,200 |
ELEVANCE HEALTH INC | COMMON STOCK | 036752103 | 1,586 | 3,050 | SH | | SOLE | 0 | 0 | 0 | 3,050 |
EPR Properties | COMMON STOCK | 26884U109 | 858 | 17,500 | SH | | SOLE | 0 | 0 | 0 | 17,500 |
EVERGY INC | COMMON STOCK | 30034W106 | 1,178 | 19,000 | SH | | SOLE | 0 | 0 | 0 | 19,000 |
EVERSOURCE ENERGY | COMMON STOCK | 30040W108 | 1,170 | 17,200 | SH | | SOLE | 0 | 0 | 0 | 17,200 |
EXELON CORP | COMMON STOCK | 30161N101 | 1,318 | 32,500 | SH | | SOLE | 0 | 0 | 0 | 32,500 |
Equinix Inc | COMMON STOCK | 29444U700 | 4,784 | 5,390 | SH | | SOLE | 0 | 0 | 0 | 5,390 |
Equity Residential | COMMON STOCK | 29476L107 | 2,074 | 27,853 | SH | | SOLE | 0 | 0 | 0 | 27,853 |
Essential Properties Realty Trust Inc | COMMON STOCK | 29670E107 | 1,178 | 34,500 | SH | | SOLE | 0 | 0 | 0 | 34,500 |
Essex Property Trust Inc | COMMON STOCK | 297178105 | 1,640 | 5,550 | SH | | SOLE | 0 | 0 | 0 | 5,550 |
Extra Space Storage Inc | COMMON STOCK | 30225T102 | 1,632 | 9,055 | SH | | SOLE | 0 | 0 | 0 | 9,055 |
FAIR ISAAC CORP | COMMON STOCK | 303250104 | 1,360 | 700 | SH | | SOLE | 0 | 0 | 0 | 700 |
FASTENAL CO | COMMON STOCK | 311900104 | 1,178 | 16,500 | SH | | SOLE | 0 | 0 | 0 | 16,500 |
FIRSTENERGY CORP | COMMON STOCK | 337932107 | 1,220 | 27,500 | SH | | SOLE | 0 | 0 | 0 | 27,500 |
Four Corners Property Trust Inc | COMMON STOCK | 35086T109 | 410 | 14,000 | SH | | SOLE | 0 | 0 | 0 | 14,000 |
GARTNER INC | COMMON STOCK | 366651107 | 709 | 1,400 | SH | | SOLE | 0 | 0 | 0 | 1,400 |
GENERAL MILLS INC | COMMON STOCK | 370334104 | 1,255 | 17,000 | SH | | SOLE | 0 | 0 | 0 | 17,000 |
GENUINE PARTS CO | COMMON STOCK | 372460105 | 1,020 | 7,300 | SH | | SOLE | 0 | 0 | 0 | 7,300 |
GILEAD SCIENCES INC | COMMON STOCK | 375558103 | 1,593 | 19,000 | SH | | SOLE | 0 | 0 | 0 | 19,000 |
GLOBE LIFE INC | COMMON STOCK | 37959E102 | 1,038 | 9,800 | SH | | SOLE | 0 | 0 | 0 | 9,800 |
GODADDY INC - CLASS A | COMMON STOCK | 380237107 | 941 | 6,000 | SH | | SOLE | 0 | 0 | 0 | 6,000 |
Gaming and Leisure Properties Inc | COMMON STOCK | 36467J108 | 0 | 0 | SH | | SOLE | 0 | 0 | 0 | 0 |
Getty Realty Corp | COMMON STOCK | 374297109 | 795 | 25,000 | SH | | SOLE | 0 | 0 | 0 | 25,000 |
Global Medical REIT Inc | COMMON STOCK | 37954A204 | 597 | 60,200 | SH | | SOLE | 0 | 0 | 0 | 60,200 |
Global Net Lease Inc | COMMON STOCK | 379378201 | 122 | 14,492 | SH | | SOLE | 0 | 0 | 0 | 14,492 |
HARTFORD FINANCIAL SVCS GRP | COMMON STOCK | 416515104 | 1,353 | 11,500 | SH | | SOLE | 0 | 0 | 0 | 11,500 |
HENRY SCHEIN INC | COMMON STOCK | 806407102 | 1,057 | 14,500 | SH | | SOLE | 0 | 0 | 0 | 14,500 |
HERSHEY CO/THE | COMMON STOCK | 427866108 | 1,036 | 5,400 | SH | | SOLE | 0 | 0 | 0 | 5,400 |
HOLOGIC INC | COMMON STOCK | 436440101 | 1,124 | 13,800 | SH | | SOLE | 0 | 0 | 0 | 13,800 |
HOME DEPOT INC | COMMON STOCK | 437076102 | 2,998 | 7,400 | SH | | SOLE | 0 | 0 | 0 | 7,400 |
HP INC | COMMON STOCK | 40434L105 | 1,130 | 31,500 | SH | | SOLE | 0 | 0 | 0 | 31,500 |
HUMANA INC | COMMON STOCK | 444859102 | 633 | 2,000 | SH | | SOLE | 0 | 0 | 0 | 2,000 |
Healthcare Realty Trust Inc | COMMON STOCK | 42226K105 | 1,408 | 77,582 | SH | | SOLE | 0 | 0 | 0 | 77,582 |
Healthpeak Properties Inc | COMMON STOCK | 42250P103 | 2,556 | 111,755 | SH | | SOLE | 0 | 0 | 0 | 111,755 |
Highwoods Properties Inc | COMMON STOCK | 431284108 | 325 | 9,698 | SH | | SOLE | 0 | 0 | 0 | 9,698 |
Host Hotels and Resorts Inc | COMMON STOCK | 44107P104 | 895 | 50,843 | SH | | SOLE | 0 | 0 | 0 | 50,843 |
Hudson Pacific Properties Inc | COMMON STOCK | 444097109 | 182 | 38,000 | SH | | SOLE | 0 | 0 | 0 | 38,000 |
ILLINOIS TOOL WORKS | COMMON STOCK | 452308109 | 1,415 | 5,400 | SH | | SOLE | 0 | 0 | 0 | 5,400 |
INTERPUBLIC GROUP OF COS INC | COMMON STOCK | 460690100 | 854 | 27,000 | SH | | SOLE | 0 | 0 | 0 | 27,000 |
INTL BUSINESS MACHINES CORP | COMMON STOCK | 459200101 | 2,211 | 10,000 | SH | | SOLE | 0 | 0 | 0 | 10,000 |
Independence Realty Trust Inc | COMMON STOCK | 45378A106 | 738 | 36,000 | SH | | SOLE | 0 | 0 | 0 | 36,000 |
Innovative Industrial Properties Inc | COMMON STOCK | 45781V101 | 593 | 4,404 | SH | | SOLE | 0 | 0 | 0 | 4,404 |
Invitation Homes Inc | COMMON STOCK | 46187W107 | 1,631 | 46,265 | SH | | SOLE | 0 | 0 | 0 | 46,265 |
Iron Mountain Inc | COMMON STOCK | 46284V101 | 2,733 | 23,000 | SH | | SOLE | 0 | 0 | 0 | 23,000 |
JM SMUCKER CO/THE | COMMON STOCK | 832696405 | 1,066 | 8,800 | SH | | SOLE | 0 | 0 | 0 | 8,800 |
JOHNSON and JOHNSON | COMMON STOCK | 478160104 | 2,966 | 18,300 | SH | | SOLE | 0 | 0 | 0 | 18,300 |
JPMORGAN CHASE and CO | COMMON STOCK | 46625H100 | 2,214 | 10,500 | SH | | SOLE | 0 | 0 | 0 | 10,500 |
KELLOGG CO | COMMON STOCK | 487836108 | 1,065 | 13,200 | SH | | SOLE | 0 | 0 | 0 | 13,200 |
KEURIG DR PEPPER INC | COMMON STOCK | 49271V100 | 1,199 | 32,000 | SH | | SOLE | 0 | 0 | 0 | 32,000 |
KEYSIGHT TECHNOLOGIES IN | COMMON STOCK | 49338L103 | 779 | 4,900 | SH | | SOLE | 0 | 0 | 0 | 4,900 |
KIMBERLY-CLARK CORP | COMMON STOCK | 494368103 | 1,252 | 8,800 | SH | | SOLE | 0 | 0 | 0 | 8,800 |
KINDER MORGAN INC | COMMON STOCK | 49456B101 | 1,436 | 65,000 | SH | | SOLE | 0 | 0 | 0 | 65,000 |
KLA CORP | COMMON STOCK | 482480100 | 1,704 | 2,200 | SH | | SOLE | 0 | 0 | 0 | 2,200 |
KRAFT HEINZ CO/THE | COMMON STOCK | 500754106 | 1,229 | 35,000 | SH | | SOLE | 0 | 0 | 0 | 35,000 |
KROGER CO | COMMON STOCK | 501044101 | 1,146 | 20,000 | SH | | SOLE | 0 | 0 | 0 | 20,000 |
Kilroy Realty Corp | COMMON STOCK | 49427F108 | 213 | 5,500 | SH | | SOLE | 0 | 0 | 0 | 5,500 |
Kimco Realty Corp | COMMON STOCK | 49446R109 | 378 | 16,295 | SH | | SOLE | 0 | 0 | 0 | 16,295 |
Kite Realty Group Trust | COMMON STOCK | 49803T300 | 967 | 36,400 | SH | | SOLE | 0 | 0 | 0 | 36,400 |
LAM RESEARCH CORP | COMMON STOCK | 512807306 | 1,306 | 1,600 | SH | | SOLE | 0 | 0 | 0 | 1,600 |
LENNOX INTERNATIONAL INC | COMMON STOCK | 526107107 | 1,148 | 1,900 | SH | | SOLE | 0 | 0 | 0 | 1,900 |
LKQ CORP | COMMON STOCK | 501889208 | 790 | 19,800 | SH | | SOLE | 0 | 0 | 0 | 19,800 |
LOWE'S COS INC | COMMON STOCK | 548661107 | 1,788 | 6,600 | SH | | SOLE | 0 | 0 | 0 | 6,600 |
LXP Industrial Trust | COMMON STOCK | 529043101 | 864 | 86,000 | SH | | SOLE | 0 | 0 | 0 | 86,000 |
MARKEL GROUP INC | COMMON STOCK | 570535104 | 1,020 | 650 | SH | | SOLE | 0 | 0 | 0 | 650 |
MARSH and MCLENNAN COS | COMMON STOCK | 571748102 | 1,562 | 7,000 | SH | | SOLE | 0 | 0 | 0 | 7,000 |
MASCO CORP | COMMON STOCK | 574599106 | 1,259 | 15,000 | SH | | SOLE | 0 | 0 | 0 | 15,000 |
MASTERCARD INC - A | COMMON STOCK | 57636Q104 | 3,160 | 6,400 | SH | | SOLE | 0 | 0 | 0 | 6,400 |
MCKESSON CORP | COMMON STOCK | 58155Q103 | 1,211 | 2,450 | SH | | SOLE | 0 | 0 | 0 | 2,450 |
MERCK and CO. INC. | COMMON STOCK | 58933Y105 | 2,328 | 20,500 | SH | | SOLE | 0 | 0 | 0 | 20,500 |
META PLATFORMS INC-CLASS A | COMMON STOCK | 30303M102 | 6,297 | 11,000 | SH | | SOLE | 0 | 0 | 0 | 11,000 |
METLIFE INC | COMMON STOCK | 59156R108 | 1,278 | 15,500 | SH | | SOLE | 0 | 0 | 0 | 15,500 |
METTLER-TOLEDO INTERNATIONAL | COMMON STOCK | 592688105 | 1,125 | 750 | SH | | SOLE | 0 | 0 | 0 | 750 |
MICROSOFT CORP | COMMON STOCK | 594918104 | 14,023 | 32,590 | SH | | SOLE | 0 | 0 | 0 | 32,590 |
MOLINA HEALTHCARE INC | COMMON STOCK | 60855R100 | 1,137 | 3,300 | SH | | SOLE | 0 | 0 | 0 | 3,300 |
MOTOROLA SOLUTIONS INC | COMMON STOCK | 620076307 | 1,574 | 3,500 | SH | | SOLE | 0 | 0 | 0 | 3,500 |
Macerich Co/The | COMMON STOCK | 554382101 | 159 | 8,692 | SH | | SOLE | 0 | 0 | 0 | 8,692 |
Medical Properties Trust Inc | COMMON STOCK | 58463J304 | 664 | 113,500 | SH | | SOLE | 0 | 0 | 0 | 113,500 |
Mid-America Apartment Communities Inc | COMMON STOCK | 59522J103 | 1,692 | 10,650 | SH | | SOLE | 0 | 0 | 0 | 10,650 |
NETAPP INC | COMMON STOCK | 64110D104 | 1,322 | 10,700 | SH | | SOLE | 0 | 0 | 0 | 10,700 |
NEW YORK REIT INC liquidation shs | COMMON STOCK | 64976L208 | 0 | 2,200 | SH | | SOLE | 0 | 0 | 0 | 2,200 |
NVIDIA CORP | COMMON STOCK | 67066G104 | 5,283 | 43,500 | SH | | SOLE | 0 | 0 | 0 | 43,500 |
NVR INC | COMMON STOCK | 62944T105 | 1,226 | 125 | SH | | SOLE | 0 | 0 | 0 | 125 |
National Health Investors Inc | COMMON STOCK | 63633D104 | 588 | 7,000 | SH | | SOLE | 0 | 0 | 0 | 7,000 |
National Retail Properties Inc | COMMON STOCK | 637417106 | 1,178 | 24,300 | SH | | SOLE | 0 | 0 | 0 | 24,300 |
National Storage Affiliates Trust | COMMON STOCK | 637870106 | 366 | 7,600 | SH | | SOLE | 0 | 0 | 0 | 7,600 |
O'REILLY AUTOMOTIVE INC | COMMON STOCK | 67103H107 | 1,382 | 1,200 | SH | | SOLE | 0 | 0 | 0 | 1,200 |
OTIS WORLDWIDE CORP | COMMON STOCK | 68902V107 | 1,299 | 12,500 | SH | | SOLE | 0 | 0 | 0 | 12,500 |
Omega Healthcare Investors Inc | COMMON STOCK | 681936100 | 1,412 | 34,700 | SH | | SOLE | 0 | 0 | 0 | 34,700 |
PAYCHEX INC | COMMON STOCK | 704326107 | 1,308 | 9,750 | SH | | SOLE | 0 | 0 | 0 | 9,750 |
PEPSICO INC | COMMON STOCK | 713448108 | 2,126 | 12,500 | SH | | SOLE | 0 | 0 | 0 | 12,500 |
PFIZER INC | COMMON STOCK | 717081103 | 1,736 | 60,000 | SH | | SOLE | 0 | 0 | 0 | 60,000 |
PROCTER and GAMBLE CO/THE | COMMON STOCK | 742718109 | 3,014 | 17,400 | SH | | SOLE | 0 | 0 | 0 | 17,400 |
PUBLIC SERVICE ENTERPRISE GP | COMMON STOCK | 744573106 | 1,356 | 15,200 | SH | | SOLE | 0 | 0 | 0 | 15,200 |
PULTEGROUP INC | COMMON STOCK | 745867101 | 1,005 | 7,000 | SH | | SOLE | 0 | 0 | 0 | 7,000 |
Park Hotels and Resorts Inc | COMMON STOCK | 700517105 | 410 | 29,106 | SH | | SOLE | 0 | 0 | 0 | 29,106 |
Pebblebrook Hotel Trust | COMMON STOCK | 70509V100 | 84 | 6,355 | SH | | SOLE | 0 | 0 | 0 | 6,355 |
Plymouth Industrial REIT Inc | COMMON STOCK | 729640102 | 859 | 38,027 | SH | | SOLE | 0 | 0 | 0 | 38,027 |
Power REIT | COMMON STOCK | 73933H101 | 23 | 29,948 | SH | | SOLE | 0 | 0 | 0 | 29,948 |
Prologis Inc | COMMON STOCK | 74340W103 | 8,190 | 64,858 | SH | | SOLE | 0 | 0 | 0 | 64,858 |
Public Storage | COMMON STOCK | 74460D109 | 4,371 | 12,013 | SH | | SOLE | 0 | 0 | 0 | 12,013 |
QUALCOMM INC | COMMON STOCK | 747525103 | 2,041 | 12,000 | SH | | SOLE | 0 | 0 | 0 | 12,000 |
QUEST DIAGNOSTICS INC | COMMON STOCK | 74834L100 | 1,087 | 7,000 | SH | | SOLE | 0 | 0 | 0 | 7,000 |
RETAIL VALUE INC liquidated | COMMON STOCK | 000000000 | 0 | 108 | SH | | SOLE | 0 | 0 | 0 | 108 |
RLJ Lodging Trust | COMMON STOCK | 74965L101 | 285 | 31,100 | SH | | SOLE | 0 | 0 | 0 | 31,100 |
ROBERT HALF INC | COMMON STOCK | 770323103 | 607 | 9,000 | SH | | SOLE | 0 | 0 | 0 | 9,000 |
ROYALTY PHARMA PLC- CL A | COMMON STOCK | 000000000 | 962 | 34,000 | SH | | SOLE | 0 | 0 | 0 | 34,000 |
Realty Income Corp | COMMON STOCK | 756109104 | 4,740 | 74,738 | SH | | SOLE | 0 | 0 | 0 | 74,738 |
Realty Income Corp | COMMON STOCK | 756109104 | 1,395 | 22,000 | SH | | SOLE | 0 | 0 | 0 | 22,000 |
Regency Centers Corp | COMMON STOCK | 758849103 | 390 | 5,399 | SH | | SOLE | 0 | 0 | 0 | 5,399 |
SEI INVESTMENTS COMPANY | COMMON STOCK | 784117103 | 1,107 | 16,000 | SH | | SOLE | 0 | 0 | 0 | 16,000 |
SEMPRA ENERGY | COMMON STOCK | 816851109 | 1,372 | 16,400 | SH | | SOLE | 0 | 0 | 0 | 16,400 |
SHERWIN-WILLIAMS CO/THE | COMMON STOCK | 824348106 | 1,527 | 4,000 | SH | | SOLE | 0 | 0 | 0 | 4,000 |
SITE Centers Corp | COMMON STOCK | 82981J851 | 303 | 5,000 | SH | | SOLE | 0 | 0 | 0 | 5,000 |
SMITH (A.O.) CORP | COMMON STOCK | 831865209 | 1,168 | 13,000 | SH | | SOLE | 0 | 0 | 0 | 13,000 |
SNAP-ON INC | COMMON STOCK | 833034101 | 1,130 | 3,900 | SH | | SOLE | 0 | 0 | 0 | 3,900 |
STAG Industrial Inc | COMMON STOCK | 85254J102 | 1,285 | 32,863 | SH | | SOLE | 0 | 0 | 0 | 32,863 |
Sabra Health Care REIT Inc | COMMON STOCK | 78573L106 | 1,124 | 60,374 | SH | | SOLE | 0 | 0 | 0 | 60,374 |
Simon Property Group Inc | COMMON STOCK | 828806109 | 4,159 | 24,606 | SH | | SOLE | 0 | 0 | 0 | 24,606 |
Spirit Realty Capital Inc | COMMON STOCK | 84860W300 | 0 | 0 | SH | | SOLE | 0 | 0 | 0 | 0 |
Summit Hotel Properties Inc | COMMON STOCK | 866082100 | 128 | 18,700 | SH | | SOLE | 0 | 0 | 0 | 18,700 |
TANGER INC | COMMON STOCK | 875465106 | 465 | 14,000 | SH | | SOLE | 0 | 0 | 0 | 14,000 |
TEXAS INSTRUMENTS INC | COMMON STOCK | 882508104 | 1,405 | 6,800 | SH | | SOLE | 0 | 0 | 0 | 6,800 |
TRACTOR SUPPLY COMPANY | COMMON STOCK | 892356106 | 1,193 | 4,100 | SH | | SOLE | 0 | 0 | 0 | 4,100 |
TRAVELERS COS INC/THE | COMMON STOCK | 89417E109 | 1,334 | 5,700 | SH | | SOLE | 0 | 0 | 0 | 5,700 |
UDR Inc | COMMON STOCK | 902653104 | 1,332 | 29,388 | SH | | SOLE | 0 | 0 | 0 | 29,388 |
ULTA BEAUTY INC | COMMON STOCK | 90384S303 | 973 | 2,500 | SH | | SOLE | 0 | 0 | 0 | 2,500 |
UMH Properties Inc | COMMON STOCK | 903002103 | 483 | 24,564 | SH | | SOLE | 0 | 0 | 0 | 24,564 |
UNION PACIFIC CORP | COMMON STOCK | 907818108 | 1,602 | 6,500 | SH | | SOLE | 0 | 0 | 0 | 6,500 |
UNITED PARCEL SERVICE-CL B | COMMON STOCK | 911312106 | 1,009 | 7,400 | SH | | SOLE | 0 | 0 | 0 | 7,400 |
UNITEDHEALTH GROUP INC | COMMON STOCK | 91324P102 | 3,683 | 6,300 | SH | | SOLE | 0 | 0 | 0 | 6,300 |
VERIZON COMMUNICATIONS INC | COMMON STOCK | 92343V104 | 2,043 | 45,500 | SH | | SOLE | 0 | 0 | 0 | 45,500 |
VICI Properties Inc | COMMON STOCK | 925652109 | 3,414 | 102,500 | SH | | SOLE | 0 | 0 | 0 | 102,500 |
VICI Properties Inc | COMMON STOCK | 925652109 | 1,282 | 38,500 | SH | | SOLE | 0 | 0 | 0 | 38,500 |
VISA INC-CLASS A SHARES | COMMON STOCK | 92826C839 | 3,189 | 11,600 | SH | | SOLE | 0 | 0 | 0 | 11,600 |
Ventas Inc | COMMON STOCK | 92276F100 | 2,322 | 36,205 | SH | | SOLE | 0 | 0 | 0 | 36,205 |
Vornado Realty Trust | COMMON STOCK | 929042109 | 246 | 6,237 | SH | | SOLE | 0 | 0 | 0 | 6,237 |
WALMART INC | COMMON STOCK | 931142103 | 2,826 | 35,000 | SH | | SOLE | 0 | 0 | 0 | 35,000 |
WATERS CORP | COMMON STOCK | 941848103 | 576 | 1,600 | SH | | SOLE | 0 | 0 | 0 | 1,600 |
WP Carey Inc | COMMON STOCK | 92936U109 | 1,639 | 26,304 | SH | | SOLE | 0 | 0 | 0 | 26,304 |
WP Carey Inc | COMMON STOCK | 92936U109 | 1,121 | 18,000 | SH | | SOLE | 0 | 0 | 0 | 18,000 |
WR BERKLEY CORP | COMMON STOCK | 084423102 | 1,120 | 19,750 | SH | | SOLE | 0 | 0 | 0 | 19,750 |
WW GRAINGER INC | COMMON STOCK | 384802104 | 1,299 | 1,250 | SH | | SOLE | 0 | 0 | 0 | 1,250 |
Welltower Inc | COMMON STOCK | 95040Q104 | 3,656 | 28,559 | SH | | SOLE | 0 | 0 | 0 | 28,559 |
YUM! BRANDS INC | COMMON STOCK | 988498101 | 1,202 | 8,600 | SH | | SOLE | 0 | 0 | 0 | 8,600 |
ZOETIS INC | COMMON STOCK | 98978V103 | 1,407 | 7,200 | SH | | SOLE | 0 | 0 | 0 | 7,200 |