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
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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   45,792 996,015 SH   SOLE   996,015 0 0
Brookfield Infrastructure Partners LP Ltd Part G16252101   31,674 479,278 SH   SOLE   479,278 0 0
ICICI Bank Ltd ADR 45104G104   10,867 575,000 SH   SOLE   575,000 0 0
Stellantis NV Common Stock N82405106   9,315 566,990 SH   SOLE   566,990 0 0
Stellantis NV Common Stock N82405106   6,427 391,115 SH   SOLE   391,115 0 0
UBS Group AG Common Stock H42097107   30,159 1,532,890 SH   SOLE   1,532,890 0 0
Ferguson PLC Common Stock G3421J106   50,049 367,000 SH   SOLE   367,000 0 0
Abbott Laboratories Common Stock 002824100   31,358 265,508 SH   SOLE   265,508 0 0
Accenture PLC Common Stock G1151C101   30,233 89,846 SH   SOLE   89,846 0 0
Activision Blizzard Inc Common Stock 00507V109   21,260 265,957 SH   SOLE   265,957 0 0
Adobe Inc Common Stock 00724F101   20,685 45,499 SH   SOLE   45,499 0 0
Alexandria Real Estate Equities Inc REIT 015271109   50,777 252,855 SH   SOLE   252,855 0 0
Alphabet Inc Common Stock 02079K305   6,738 48,253 SH   SOLE   48,253 0 0
Amazon.com Inc Common Stock 023135106   121,037 37,209 SH   SOLE   37,209 0 0
American Express Co Common Stock 025816109   27,618 148,009 SH   SOLE   148,009 0 0
American Tower Corp REIT 03027X100   21,865 87,224 SH   SOLE   87,224 0 0
American Tower Corp REIT 03027X100   92,782 370,128 SH   SOLE   370,128 0 0
Amphenol Corp Common Stock 032095101   14,770 196,438 SH   SOLE   196,438 0 0
Anthem Inc Common Stock 036752103   20,334 41,484 SH   SOLE   41,484 0 0
Aon PLC Common Stock G0403H108   19,992 61,527 SH   SOLE   61,527 0 0
Apple Inc Common Stock 037833100   191,915 1,101,490 SH   SOLE   1,101,490 0 0
Ares Capital Corp Common Stock 04010L103   47,990 2,295,648 SH   SOLE   2,295,648 0 0
Automatic Data Processing Inc Common Stock 053015103   19,488 85,831 SH   SOLE   85,831 0 0
AvalonBay Communities Inc REIT 053484101   16,663 67,236 SH   SOLE   67,236 0 0
Bank of America Corp Common Stock 060505104   43,883 1,066,915 SH   SOLE   1,066,915 0 0
Berkshire Hathaway Inc Common Stock 084670702   51,440 146,077 SH   SOLE   146,077 0 0
Blackstone Mortgage Trust Inc REIT 09257W100   40,738 1,284,247 SH   SOLE   1,284,247 0 0
Broadcom Inc Common Stock 11135F101   34,407 54,761 SH   SOLE   54,761 0 0
Charter Communications Inc Common Stock 16119P108   13,090 24,047 SH   SOLE   24,047 0 0
Cheesecake Factory Inc/The Common Stock 163072101   10,555 265,853 SH   SOLE   265,853 0 0
Chevron Corp Common Stock 166764100   44,292 272,603 SH   SOLE   272,603 0 0
Cisco Systems Inc Common Stock 17275R102   27,208 489,013 SH   SOLE   489,013 0 0
Citigroup Inc Common Stock 172967424   17,005 319,134 SH   SOLE   319,134 0 0
Coca-Cola Co/The Common Stock 191216100   31,722 512,759 SH   SOLE   512,759 0 0
ConocoPhillips Common Stock 20825C104   27,429 274,890 SH   SOLE   274,890 0 0
Constellation Brands Inc Common Stock 21036P108   17,208 74,875 SH   SOLE   74,875 0 0
Costco Wholesale Corp Common Stock 22160K105   34,483 60,012 SH   SOLE   60,012 0 0
CVS Health Corp Common Stock 126650100   27,450 271,808 SH   SOLE   271,808 0 0
Danaher Corp Common Stock 235851102   28,610 97,747 SH   SOLE   97,747 0 0
Deere & Co Common Stock 244199105   27,249 65,731 SH   SOLE   65,731 0 0
Dollar General Corp Common Stock 256677105   24,876 111,980 SH   SOLE   111,980 0 0
Eli Lilly & Co Common Stock 532457108   30,577 107,006 SH   SOLE   107,006 0 0
Equinix Inc REIT 29444U700   14,573 19,693 SH   SOLE   19,693 0 0
Equinix Inc REIT 29444U700   96,585 130,518 SH   SOLE   130,518 0 0
Eversource Energy Common Stock 30040W108   17,068 193,960 SH   SOLE   193,960 0 0
Fidelity National Information Services Inc Common Stock 31620M106   11,647 116,231 SH   SOLE   116,231 0 0
Golub Capital BDC Inc Common Stock 38173M102   10,245 675,061 SH   SOLE   675,061 0 0
Hannon Armstrong Sustainable Infrastructure Capital Inc REIT 41068X100   33,196 701,419 SH   SOLE   701,419 0 0
Hercules Capital Inc Common Stock 427096508   22,253 1,234,173 SH   SOLE   1,234,173 0 0
Hess Corp Common Stock 42809H107   14,198 132,930 SH   SOLE   132,930 0 0
Home Depot Inc/The Common Stock 437076102   39,932 133,695 SH   SOLE   133,695 0 0
Honeywell International Inc Common Stock 438516106   28,982 149,267 SH   SOLE   149,267 0 0
Iron Mountain Inc REIT 46284V101   57,836 1,046,040 SH   SOLE   1,046,040 0 0
Johnson & Johnson Common Stock 478160104   37,709 213,230 SH   SOLE   213,230 0 0
JPMorgan Chase & Co Common Stock 46625H100   41,923 308,198 SH   SOLE   308,198 0 0
KKR & Co Inc Common Stock 48251W104   59,383 1,017,824 SH   SOLE   1,017,824 0 0
Linde PLC Common Stock G5494J103   33,236 104,274 SH   SOLE   104,274 0 0
McDonald's Corp Common Stock 580135101   32,333 131,037 SH   SOLE   131,037 0 0
Medical Properties Trust Inc REIT 58463J304   37,970 1,800,000 SH   SOLE   1,800,000 0 0
Medtronic PLC Common Stock G5960L103   19,033 171,915 SH   SOLE   171,915 0 0
Merck & Co Inc Common Stock 58933Y105   28,930 353,355 SH   SOLE   353,355 0 0
Meta Platforms Inc Common Stock 30303M102   32,641 147,111 SH   SOLE   147,111 0 0
MetLife Inc Common Stock 59156R108   16,051 228,889 SH   SOLE   228,889 0 0
Microsoft Corp Common Stock 594918104   195,973 637,016 SH   SOLE   637,016 0 0
Netflix Inc Common Stock 64110L106   17,175 45,949 SH   SOLE   45,949 0 0
NextEra Energy Inc Common Stock 65339F101   28,540 337,649 SH   SOLE   337,649 0 0
NextEra Energy Inc Common Stock 65339F101   48,093 568,968 SH   SOLE   568,968 0 0
NIKE Inc Common Stock 654106103   22,089 164,514 SH   SOLE   164,514 0 0
NVIDIA Corp Common Stock 67066G104   79,655 292,559 SH   SOLE   292,559 0 0
Oracle Corp Common Stock 68389X105   26,457 320,489 SH   SOLE   320,489 0 0
Otis Worldwide Corp Common Stock 68902V107   14,885 193,858 SH   SOLE   193,858 0 0
Outfront Media Inc REIT 69007J106   42,517 1,498,759 SH   SOLE   1,498,759 0 0
Owl Rock Capital Corp Common Stock 69121K104   33,401 2,264,810 SH   SOLE   2,264,810 0 0
Pfizer Inc Common Stock 717081103   30,462 589,678 SH   SOLE   589,678 0 0
Phillips 66 Common Stock 718546104   9,619 111,583 SH   SOLE   111,583 0 0
PNC Financial Services Group Inc/The Common Stock 693475105   14,186 77,076 SH   SOLE   77,076 0 0
Procter & Gamble Co/The Common Stock 742718109   47,313 310,314 SH   SOLE   310,314 0 0
Prudential Financial Inc Common Stock 744320102   10,964 92,986 SH   SOLE   92,986 0 0
Raytheon Technologies Corp Common Stock 75513E101   24,041 243,197 SH   SOLE   243,197 0 0
Republic Services Inc Common Stock 760759100   17,325 131,040 SH   SOLE   131,040 0 0
S&P Global Inc Common Stock 78409V104   23,421 57,222 SH   SOLE   57,222 0 0
Southwest Airlines Co Common Stock 844741108   6,318 138,244 SH   SOLE   138,244 0 0
Salesforce Inc Common Stock 79466L302   21,518 101,568 SH   SOLE   101,568 0 0
Texas Instruments Inc Common Stock 882508104   28,391 155,074 SH   SOLE   155,074 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   30,352 51,499 SH   SOLE   51,499 0 0
TJX Cos Inc/The Common Stock 872540109   18,160 300,419 SH   SOLE   300,419 0 0
Union Pacific Corp Common Stock 907818108   30,618 112,309 SH   SOLE   112,309 0 0
Union Pacific Corp Common Stock 907818108   27,731 101,722 SH   SOLE   101,722 0 0
UnitedHealth Group Inc Common Stock 91324P102   53,508 105,152 SH   SOLE   105,152 0 0
Visa Inc Common Stock 92826C839   57,191 258,442 SH   SOLE   258,442 0 0
Westinghouse Air Brake Technologies Corp Common Stock 929740108   13,814 143,957 SH   SOLE   143,957 0 0
Walmart Inc Common Stock 931142103   31,429 211,503 SH   SOLE   211,503 0 0
Walt Disney Co/The Common Stock 254687106   32,306 236,043 SH   SOLE   236,043 0 0
Welltower Inc REIT 95040Q104   61,069 636,589 SH   SOLE   636,589 0 0
Xylem Inc/NY Common Stock 98419M100   11,318 133,032 SH   SOLE   133,032 0 0
Zimmer Biomet Holdings Inc Common Stock 98956P102   14,190 111,186 SH   SOLE   111,186 0 0
Vanguard Mid-Cap ETF ETP 922908629   176,525 743,810 SH   SOLE   743,810 0 0
Vanguard Small-Cap Value ETF ETP 922908611   41,968 239,052 SH   SOLE   239,052 0 0
iShares JP Morgan USD Emerging Markets Bond ETF ETP 464288281   14,632 150,000 SH   SOLE   150,000 0 0