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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Enbridge Inc Common Stock 29250N105   28,667 771,015 SH   SOLE 1 771,015 0 0
ICICI Bank Ltd ADR 45104G104   18,592 806,207 SH   SOLE 1 806,207 0 0
Stellantis NV Common Stock N82405106   9,845 561,262 SH   SOLE 1 561,262 0 0
Stellantis NV Common Stock N82405106   9,409 536,746 SH   SOLE 1 536,746 0 0
UBS Group AG Common Stock H42097107   35,627 1,762,882 SH   SOLE 1 1,762,882 0 0
Ferguson PLC Common Stock G3421J106   15,237 96,650 SH   SOLE 1 96,650 0 0
Abbott Laboratories Common Stock 002824100   40,039 367,563 SH   SOLE 1 367,563 0 0
Accenture PLC Common Stock G1151C101   38,350 124,380 SH   SOLE 1 124,380 0 0
Activision Blizzard Inc Common Stock 00507V109   31,013 368,184 SH   SOLE 1 368,184 0 0
Adobe Inc Common Stock 00724F101   48,983 100,252 SH   SOLE 1 100,252 0 0
Alexandria Real Estate Equities Inc REIT 015271109   42,848 377,855 SH   SOLE 1 377,855 0 0
Alphabet Inc Common Stock 02079K305   151,254 1,264,626 SH   SOLE 1 1,264,626 0 0
Amazon.com Inc Common Stock 023135106   133,889 1,027,901 SH   SOLE 1 1,027,901 0 0
American Express Co Common Stock 025816109   35,665 204,899 SH   SOLE 1 204,899 0 0
American Tower Corp REIT 03027X100   23,400 120,751 SH   SOLE 1 120,751 0 0
American Tower Corp REIT 03027X100   63,004 325,128 SH   SOLE 1 325,128 0 0
Aon PLC Common Stock G0403H108   29,379 85,176 SH   SOLE 1 85,176 0 0
Apple Inc Common Stock 037833100   273,396 1,410,615 SH   SOLE 1 1,410,615 0 0
Ares Capital Corp Common Stock 04010L103   43,100 2,295,648 SH   SOLE 1 2,295,648 0 0
Automatic Data Processing Inc Common Stock 053015103   26,095 118,821 SH   SOLE 1 118,821 0 0
Bank of America Corp Common Stock 060505104   34,363 1,198,718 SH   SOLE 1 1,198,718 0 0
Berkshire Hathaway Inc Common Stock 084670702   76,276 223,863 SH   SOLE 1 223,863 0 0
Blackstone Mortgage Trust Inc REIT 09257W100   11,109 534,247 SH   SOLE 1 534,247 0 0
Blue Owl Capital Corp Common Stock 69121K104   29,028 2,164,810 SH   SOLE 1 2,164,810 0 0
Broadcom Inc Common Stock 11135F101   59,456 68,598 SH   SOLE 1 68,598 0 0
Cheniere Energy Inc Common Stock 16411R208   43,388 285,000 SH   SOLE 1 285,000 0 0
Chevron Corp Common Stock 166764100   55,932 355,746 SH   SOLE 1 355,746 0 0
Cisco Systems Inc Common Stock 17275R102   34,999 676,978 SH   SOLE 1 676,978 0 0
Coca-Cola Co/The Common Stock 191216100   42,713 709,850 SH   SOLE 1 709,850 0 0
ConocoPhillips Common Stock 20825C104   39,397 380,552 SH   SOLE 1 380,552 0 0
Constellation Brands Inc Common Stock 21036P108   25,492 103,654 SH   SOLE 1 103,654 0 0
Costco Wholesale Corp Common Stock 22160K105   35,764 66,483 SH   SOLE 1 66,483 0 0
CVS Health Corp Common Stock 126650100   25,992 376,284 SH   SOLE 1 376,284 0 0
Danaher Corp Common Stock 235851102   37,486 156,319 SH   SOLE 1 156,319 0 0
Deere & Co Common Stock 244199105   34,870 86,128 SH   SOLE 1 86,128 0 0
Dollar General Corp Common Stock 256677105   20,696 121,998 SH   SOLE 1 121,998 0 0
Elevance Health Inc Common Stock 036752103   25,494 57,428 SH   SOLE 1 57,428 0 0
Eli Lilly & Co Common Stock 532457108   57,881 123,519 SH   SOLE 1 123,519 0 0
Equinix Inc REIT 29444U700   21,355 27,262 SH   SOLE 1 27,262 0 0
Equinix Inc REIT 29444U700   56,804 72,518 SH   SOLE 1 72,518 0 0
Eversource Energy Common Stock 30040W108   19,028 268,513 SH   SOLE 1 268,513 0 0
Fidelity National Information Services Inc Common Stock 31620M106   13,252 242,455 SH   SOLE 1 242,455 0 0
Golub Capital BDC Inc Common Stock 38173M102   19,449 1,441,804 SH   SOLE 1 1,441,804 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc REIT 41068X100   14,601 584,511 SH   SOLE 1 584,511 0 0
Hercules Capital Inc Common Stock 427096508   7,761 524,837 SH   SOLE 1 524,837 0 0
Hess Corp Common Stock 42809H107   24,998 184,023 SH   SOLE 1 184,023 0 0
Home Depot Inc/The Common Stock 437076102   54,463 175,466 SH   SOLE 1 175,466 0 0
Honeywell International Inc Common Stock 438516106   38,358 185,005 SH   SOLE 1 185,005 0 0
Iron Mountain Inc REIT 46284V101   34,407 606,040 SH   SOLE 1 606,040 0 0
Johnson & Johnson Common Stock 478160104   48,820 295,190 SH   SOLE 1 295,190 0 0
JPMorgan Chase & Co Common Stock 46625H100   60,235 414,492 SH   SOLE 1 414,492 0 0
KKR & Co Inc Common Stock 48251W104   33,171 592,824 SH   SOLE 1 592,824 0 0
Linde PLC Common Stock G54950103   46,053 120,945 SH   SOLE 1 120,945 0 0
McDonald's Corp Common Stock 580135101   50,505 169,382 SH   SOLE 1 169,382 0 0
Medical Properties Trust Inc REIT 58463J304   11,103 1,200,000 SH   SOLE 1 1,200,000 0 0
Merck & Co Inc Common Stock 58933Y105   54,792 475,223 SH   SOLE 1 475,223 0 0
Meta Platforms Inc Common Stock 30303M102   39,440 137,542 SH   SOLE 1 137,542 0 0
MetLife Inc Common Stock 59156R108   17,898 316,867 SH   SOLE 1 316,867 0 0
Microsoft Corp Common Stock 594918104   263,947 775,710 SH   SOLE 1 775,710 0 0
Netflix Inc Common Stock 64110L106   24,310 55,234 SH   SOLE 1 55,234 0 0
NextEra Energy Inc Common Stock 65339F101   38,051 513,227 SH   SOLE 1 513,227 0 0
NextEra Energy Inc Common Stock 65339F101   47,373 638,968 SH   SOLE 1 638,968 0 0
NIKE Inc Common Stock 654106103   25,116 227,748 SH   SOLE 1 227,748 0 0
NVIDIA Corp Common Stock 67066G104   127,157 300,837 SH   SOLE 1 300,837 0 0
Oracle Corp Common Stock 68389X105   49,970 419,940 SH   SOLE 1 419,940 0 0
Otis Worldwide Corp Common Stock 68902V107   23,188 260,719 SH   SOLE 1 260,719 0 0
Outfront Media Inc REIT 69007J106   11,761 748,759 SH   SOLE 1 748,759 0 0
Pfizer Inc Common Stock 717081103   7,378 201,304 SH   SOLE 1 201,304 0 0
Phillips 66 Common Stock 718546104   14,722 154,474 SH   SOLE 1 154,474 0 0
PNC Financial Services Group Inc/The Common Stock 693475105   11,667 92,703 SH   SOLE 1 92,703 0 0
Procter & Gamble Co/The Common Stock 742718109   60,876 401,508 SH   SOLE 1 401,508 0 0
Raytheon Technologies Corp Common Stock 75513E101   32,954 336,675 SH   SOLE 1 336,675 0 0
Republic Services Inc Common Stock 760759100   27,764 181,407 SH   SOLE 1 181,407 0 0
Texas Instruments Inc Common Stock 882508104   35,156 195,446 SH   SOLE 1 195,446 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   37,168 71,294 SH   SOLE 1 71,294 0 0
TJX Cos Inc/The Common Stock 872540109   33,350 393,640 SH   SOLE 1 393,640 0 0
Union Pacific Corp Common Stock 907818108   31,788 155,477 SH   SOLE 1 155,477 0 0
Union Pacific Corp Common Stock 907818108   10,575 51,722 SH   SOLE 1 51,722 0 0
UnitedHealth Group Inc Common Stock 91324P102   65,869 137,155 SH   SOLE 1 137,155 0 0
Visa Inc Common Stock 92826C839   80,619 339,750 SH   SOLE 1 339,750 0 0
Westinghouse Air Brake Technologies Corp Common Stock 929740108   21,838 199,289 SH   SOLE 1 199,289 0 0
Walmart Inc Common Stock 931142103   44,752 284,949 SH   SOLE 1 284,949 0 0
Walt Disney Co/The Common Stock 254687106   25,312 283,740 SH   SOLE 1 283,740 0 0
Welltower Inc REIT 95040Q104   54,281 671,589 SH   SOLE 1 671,589 0 0
Xylem Inc/NY Common Stock 98419M100   19,615 174,312 SH   SOLE 1 174,312 0 0
Zimmer Biomet Holdings Inc Common Stock 98956P102   22,393 153,924 SH   SOLE 1 153,924 0 0
Vanguard Mid-Cap ETF ETP 922908629   250,139 1,137,087 SH   SOLE 1 1,137,087 0 0
iShares JP Morgan USD Emerging Markets Bond ETF ETP 464288281   27,930 323,000 SH   SOLE 1 323,000 0 0