Pensionfund Sabic Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMGN	AMGEN INC	21,000	$3,409	1.0%	$116.50	0.0%	COMMON STOCK	031162100
V	VISA INC-CLASS A SHARES	36,000	$2,792	0.8%	$72.17	0.0%	COMMON STOCK	92826C839
—	DR PEPPER SNAPPLE GROUP INC	21,000	$1,957	0.6%	$93.19	—	COMMON STOCK	26138E109
DUK	DUKE ENERGY CORP	27,000	$1,928	0.6%	$46.35	0.0%	COMMON STOCK	26441C204
AZO	AUTOZONE INC	2,500	$1,855	0.6%	$763.07	0.0%	COMMON STOCK	053332102
OMC	OMNICOM GROUP	24,000	$1,816	0.5%	$52.01	0.0%	COMMON STOCK	681919106
ISRG	INTUITIVE SURGICAL INC	3,300	$1,802	0.5%	$56.16	0.0%	COMMON STOCK	46120E602
—	INTERPUBLIC GROUP OF COS INC	73,000	$1,699	0.5%	$15.38	0.0%	COMMON STOCK	460690100
SRE	SEMPRA ENERGY	18,000	$1,692	0.5%	$35.84	0.0%	COMMON STOCK	816851109
HSIC	HENRY SCHEIN INC	10,500	$1,661	0.5%	$59.46	0.0%	COMMON STOCK	806407102
GPC	GENUINE PARTS CO	18,000	$1,546	0.5%	$65.22	0.0%	COMMON STOCK	372460105
SNA	SNAP-ON INC	9,000	$1,543	0.5%	$130.90	0.0%	COMMON STOCK	833034101
SWKS	SKYWORKS SOLUTIONS INC	20,000	$1,537	0.5%	$64.91	0.0%	COMMON STOCK	83088M102
ORLY	O'REILLY AUTOMOTIVE INC	6,000	$1,521	0.5%	$17.34	0.0%	COMMON STOCK	67103H107
—	CR BARD INC	8,000	$1,516	0.5%	$189.50	—	COMMON STOCK	067383109
JBHT	HUNT (JB) TRANSPRT SVCS INC	20,000	$1,467	0.4%	$68.38	0.0%	COMMON STOCK	445658107
CTAS	CINTAS CORP	16,000	$1,457	0.4%	$20.49	0.0%	COMMON STOCK	172908105
TSCO	TRACTOR SUPPLY COMPANY	17,000	$1,454	0.4%	$15.20	0.0%	COMMON STOCK	892356106
RSG	REPUBLIC SERVICES INC	33,000	$1,452	0.4%	$36.64	0.0%	COMMON STOCK	760759100
ROK	ROCKWELL AUTOMATION INC	14,000	$1,437	0.4%	$86.08	0.0%	COMMON STOCK	773903109
TDC	TERADATA CORP	53,000	$1,400	0.4%	$28.21	0.0%	COMMON STOCK	88076W103
HRB	HandR BLOCK INC	42,000	$1,399	0.4%	$24.16	0.0%	COMMON STOCK	093671105
RMD	RESMED INC	26,000	$1,396	0.4%	$49.97	0.0%	COMMON STOCK	761152107
RL	RALPH LAUREN CORP	12,000	$1,338	0.4%	$96.59	0.0%	COMMON STOCK	751212101
EXPD	EXPEDITORS INTL WASH INC	29,000	$1,308	0.4%	$42.54	0.0%	COMMON STOCK	302130109
—	FOOT LOCKER INC	20,000	$1,302	0.4%	$65.10	—	COMMON STOCK	344849104
FFIV	F5 NETWORKS INC	13,000	$1,260	0.4%	$108.10	0.0%	COMMON STOCK	315616102
CHRW	C.H. ROBINSON WORLDWIDE INC	20,000	$1,240	0.4%	$52.89	0.0%	COMMON STOCK	12541W209
—	BED BATH and BEYOND INC	25,000	$1,206	0.4%	$48.24	—	COMMON STOCK	075896100
AAP	ADVANCE AUTO PARTS INC	8,000	$1,204	0.4%	$152.05	0.0%	COMMON STOCK	00751Y106
—	TORCHMARK CORP	20,000	$1,143	0.3%	$57.15	—	COMMON STOCK	891027104
WAB	WABTEC CORP	16,000	$1,138	0.3%	$75.32	0.0%	COMMON STOCK	929740108
—	PEOPLE'S UNITED FINANCIAL	70,000	$1,131	0.3%	$16.16	—	COMMON STOCK	712704105
LNT	ALLIANT ENERGY CORP	18,000	$1,124	0.3%	$21.84	0.0%	COMMON STOCK	018802108
PNW	PINNACLE WEST CAPITAL	17,000	$1,096	0.3%	$42.78	0.0%	COMMON STOCK	723484101
ED	CONSOLIDATED EDISON INC	17,000	$1,093	0.3%	$44.60	0.0%	COMMON STOCK	209115104
AMP	AMERIPRISE FINANCIAL INC	10,000	$1,064	0.3%	$90.21	0.0%	COMMON STOCK	03076C106
PII	POLARIS INDUSTRIES INC	12,000	$1,031	0.3%	$106.00	0.0%	COMMON STOCK	731068102
—	NORDSTROM INC	20,000	$996	0.3%	$49.80	—	COMMON STOCK	655664100
DKS	DICK'S SPORTING GOODS INC	28,000	$990	0.3%	$31.82	0.0%	COMMON STOCK	253393102
—	NEW YORK COMMUNITY BANCORP	60,000	$979	0.3%	$16.32	—	COMMON STOCK	649445103
KRG	KITE REALTY GROUP TRUST	28,400	$736	0.2%	$25.92	—	COMMON STOCK	49803T300
—	Gramercy Property Trust	60,000	$463	0.1%	$7.72	—	COMMON STOCK	385002100
—	NORTHSTAR REALTY FINANCE	10,000	$170	0.1%	$17.00	—	COMMON STOCK	66704R803
RMR	RMR GROUP INC/THE - A -W/I	2,782	$40	0.0%	$7.12	0.0%	COMMON STOCK	74967R106

Increased Positions (32)

MSFT MICROSOFT CORP 2.3%

Value ($000) $7,656 (+50.4%) Shares 138,000 (+20.0%) Est. Cost $39.56 Unrealized +16.1%

— DU PONT (E.I.) DE NEMOURS 0.8%

Value ($000) $2,691 (+316.6%) Shares 40,400 (+201.5%) Est. Cost $64.48 Unrealized —

— DELPHI AUTOMOTIVE PLC 1.8%

Value ($000) $6,166 (+43.6%) Shares 86,150 (+75.3%) Est. Cost $90.93 Unrealized —

T ATandT INC 1.4%

Value ($000) $4,749 (+62.0%) Shares 138,000 (+53.3%) Est. Cost $12.32 Unrealized +0.9%

KO COCA-COLA CO/THE 1.2%

Value ($000) $4,081 (+72.4%) Shares 95,000 (+61.0%) Est. Cost $29.84 Unrealized +3.4%

— EMC CORP/MA 0.6%

Value ($000) $2,047 (+185.1%) Shares 79,700 (+168.4%) Est. Cost $25.39 Unrealized —

MA MASTERCARD INC-CLASS A 0.8%

Value ($000) $2,629 (+94.5%) Shares 27,000 (+80.0%) Est. Cost $90.03 Unrealized +2.4%

INTC INTEL CORP 1.2%

Value ($000) $3,893 (+43.5%) Shares 113,000 (+25.6%) Est. Cost $24.82 Unrealized +7.3%

— COACH INC 0.5%

Value ($000) $1,555 (+207.3%) Shares 47,500 (+171.4%) Est. Cost $31.33 Unrealized —

WAT WATERS CORP 0.5%

Value ($000) $1,817 (+119.7%) Shares 13,500 (+92.9%) Est. Cost $127.45 Unrealized +0.8%

UTHR UNITED THERAPEUTICS CORP 0.6%

Value ($000) $2,114 (+79.0%) Shares 13,500 (+50.0%) Est. Cost $155.45 Unrealized -6.4%

GOOG ALPHABET INC-CL C 1.2%

Value ($000) $4,022 (+30.0%) Shares 5,300 (+4.2%) Est. Cost $30.71 Unrealized +16.0%

AMAT APPLIED MATERIALS INC 0.5%

Value ($000) $1,738 (+103.8%) Shares 93,100 (+60.2%) Est. Cost $16.98 Unrealized -9.2%

— MONSANTO CO 0.6%

Value ($000) $2,138 (+59.6%) Shares 21,700 (+38.2%) Est. Cost $99.16 Unrealized —

MO ALTRIA GROUP INC 0.9%

Value ($000) $2,998 (+31.2%) Shares 51,500 (+22.6%) Est. Cost $27.12 Unrealized +8.7%

UPS UNITED PARCEL SERVICE-CL B 0.7%

Value ($000) $2,305 (+42.0%) Shares 23,950 (+45.6%) Est. Cost $69.25 Unrealized +2.0%

WM WASTE MANAGEMENT INC 0.5%

Value ($000) $1,799 (+43.3%) Shares 33,700 (+33.7%) Est. Cost $42.43 Unrealized +3.5%

XEL XCEL ENERGY INC 0.4%

Value ($000) $1,508 (+52.2%) Shares 42,000 (+50.0%) Est. Cost $25.30 Unrealized +2.8%

PPG PPG INDUSTRIES INC 0.5%

Value ($000) $1,828 (+39.0%) Shares 18,500 (+23.3%) Est. Cost $84.32 Unrealized -0.3%

SBRA SABRA HEALTH CARE REIT INC 0.3%

Value ($000) $1,044 (+90.9%) Shares 51,600 (+118.6%) Est. Cost $24.21 Unrealized —

CPT CAMDEN PROPERTY TRUST 0.3%

Value ($000) $1,092 (+77.3%) Shares 14,231 (+70.8%) Est. Cost $50.53 Unrealized +1.4%

— CAMPUS CREST COMMUNITIES INC 0.5%

Value ($000) $1,523 (+41.7%) Shares 224,000 (+10.9%) Est. Cost $6.08 Unrealized —

SPG SIMON PROPERTY GROUP INC 1.4%

Value ($000) $4,784 (+9.9%) Shares 24,606 (+3.8%) Est. Cost $111.63 Unrealized +3.8%

— PRAXAIR INC 0.5%

Value ($000) $1,700 (+27.4%) Shares 16,600 (+26.7%) Est. Cost $109.59 Unrealized —

— AMERICAN CAMPUS COMMUNITIES 0.4%

Value ($000) $1,199 (+32.3%) Shares 29,000 (+16.0%) Est. Cost $36.94 Unrealized —

WELL WELLTOWER INC 0.3%

Value ($000) $901 (+29.8%) Shares 13,247 (+29.3%) Est. Cost $44.69 Unrealized -0.8%

BDN BRANDYWINE REALTY TRUST 0.2%

Value ($000) $813 (+33.3%) Shares 59,500 (+20.2%) Est. Cost $14.35 Unrealized —

AAPL APPLE INC 2.3%

Value ($000) $7,610 (+2.5%) Shares 72,300 (+7.4%) Est. Cost $26.47 Unrealized -2.8%

— SENIOR HOUSING PROP TRUST 0.5%

Value ($000) $1,589 (+12.6%) Shares 107,100 (+23.0%) Est. Cost $17.58 Unrealized —

VTR VENTAS INC 0.6%

Value ($000) $2,182 (+7.6%) Shares 38,662 (+6.9%) Est. Cost $46.70 Unrealized -25.2%

UNP UNION PACIFIC CORP 0.7%

Value ($000) $2,213 (+3.0%) Shares 28,300 (+16.5%) Est. Cost $80.31 Unrealized -15.0%

NKE NIKE INC -CL B 0.8%

Value ($000) $2,625 (+1.7%) Shares 42,000 (+100.0%) Est. Cost $53.13 Unrealized +6.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	138,000 (+20.0%)	$7,656 (+50.4%)	2.3%	$39.56	+16.1%	COMMON STOCK	594918104
—	DU PONT (E.I.) DE NEMOURS	40,400 (+201.5%)	$2,691 (+316.6%)	0.8%	$64.48	—	COMMON STOCK	263534109
—	DELPHI AUTOMOTIVE PLC	86,150 (+75.3%)	$6,166 (+43.6%)	1.8%	$90.93	—	COMMON STOCK	000000000
T	ATandT INC	138,000 (+53.3%)	$4,749 (+62.0%)	1.4%	$12.32	+0.9%	COMMON STOCK	00206R102
KO	COCA-COLA CO/THE	95,000 (+61.0%)	$4,081 (+72.4%)	1.2%	$29.84	+3.4%	COMMON STOCK	191216100
—	EMC CORP/MA	79,700 (+168.4%)	$2,047 (+185.1%)	0.6%	$25.39	—	COMMON STOCK	268648102
MA	MASTERCARD INC-CLASS A	27,000 (+80.0%)	$2,629 (+94.5%)	0.8%	$90.03	+2.4%	COMMON STOCK	57636Q104
INTC	INTEL CORP	113,000 (+25.6%)	$3,893 (+43.5%)	1.2%	$24.82	+7.3%	COMMON STOCK	458140100
—	COACH INC	47,500 (+171.4%)	$1,555 (+207.3%)	0.5%	$31.33	—	COMMON STOCK	189754104
WAT	WATERS CORP	13,500 (+92.9%)	$1,817 (+119.7%)	0.5%	$127.45	+0.8%	COMMON STOCK	941848103
UTHR	UNITED THERAPEUTICS CORP	13,500 (+50.0%)	$2,114 (+79.0%)	0.6%	$155.45	-6.4%	COMMON STOCK	91307C102
GOOG	ALPHABET INC-CL C	5,300 (+4.2%)	$4,022 (+30.0%)	1.2%	$30.71	+16.0%	COMMON STOCK	02079K107
AMAT	APPLIED MATERIALS INC	93,100 (+60.2%)	$1,738 (+103.8%)	0.5%	$16.98	-9.2%	COMMON STOCK	038222105
—	MONSANTO CO	21,700 (+38.2%)	$2,138 (+59.6%)	0.6%	$99.16	—	COMMON STOCK	61166W101
MO	ALTRIA GROUP INC	51,500 (+22.6%)	$2,998 (+31.2%)	0.9%	$27.12	+8.7%	COMMON STOCK	02209S103
UPS	UNITED PARCEL SERVICE-CL B	23,950 (+45.6%)	$2,305 (+42.0%)	0.7%	$69.25	+2.0%	COMMON STOCK	911312106
WM	WASTE MANAGEMENT INC	33,700 (+33.7%)	$1,799 (+43.3%)	0.5%	$42.43	+3.5%	COMMON STOCK	94106L109
XEL	XCEL ENERGY INC	42,000 (+50.0%)	$1,508 (+52.2%)	0.4%	$25.30	+2.8%	COMMON STOCK	98389B100
PPG	PPG INDUSTRIES INC	18,500 (+23.3%)	$1,828 (+39.0%)	0.5%	$84.32	-0.3%	COMMON STOCK	693506107
SBRA	SABRA HEALTH CARE REIT INC	51,600 (+118.6%)	$1,044 (+90.9%)	0.3%	$24.21	—	COMMON STOCK	78573L106
CPT	CAMDEN PROPERTY TRUST	14,231 (+70.8%)	$1,092 (+77.3%)	0.3%	$50.53	+1.4%	COMMON STOCK	133131102
—	CAMPUS CREST COMMUNITIES INC	224,000 (+10.9%)	$1,523 (+41.7%)	0.5%	$6.08	—	COMMON STOCK	13466Y105
SPG	SIMON PROPERTY GROUP INC	24,606 (+3.8%)	$4,784 (+9.9%)	1.4%	$111.63	+3.8%	COMMON STOCK	828806109
—	PRAXAIR INC	16,600 (+26.7%)	$1,700 (+27.4%)	0.5%	$109.59	—	COMMON STOCK	74005P104
—	AMERICAN CAMPUS COMMUNITIES	29,000 (+16.0%)	$1,199 (+32.3%)	0.4%	$36.94	—	COMMON STOCK	024835100
WELL	WELLTOWER INC	13,247 (+29.3%)	$901 (+29.8%)	0.3%	$44.69	-0.8%	COMMON STOCK	95040Q104
BDN	BRANDYWINE REALTY TRUST	59,500 (+20.2%)	$813 (+33.3%)	0.2%	$14.35	—	COMMON STOCK	105368203
AAPL	APPLE INC	72,300 (+7.4%)	$7,610 (+2.5%)	2.3%	$26.47	-2.8%	COMMON STOCK	037833100
—	SENIOR HOUSING PROP TRUST	107,100 (+23.0%)	$1,589 (+12.6%)	0.5%	$17.58	—	COMMON STOCK	81721M109
VTR	VENTAS INC	38,662 (+6.9%)	$2,182 (+7.6%)	0.6%	$46.70	-25.2%	COMMON STOCK	92276F100
UNP	UNION PACIFIC CORP	28,300 (+16.5%)	$2,213 (+3.0%)	0.7%	$80.31	-15.0%	COMMON STOCK	907818108
NKE	NIKE INC -CL B	42,000 (+100.0%)	$2,625 (+1.7%)	0.8%	$53.13	+6.7%	COMMON STOCK	654106103

Exited Positions (30)

JNJ JOHNSON and JOHNSON 1.8%

Value ($000) $6,058 Shares 64,900 Est. Cost $73.83 Unrealized +2.8%

XOM EXXON MOBIL CORP 1.5%

Value ($000) $5,130 Shares 69,000 Est. Cost $51.98 Unrealized -1.1%

PG PROCTER and GAMBLE CO/THE 1.1%

Value ($000) $3,813 Shares 53,000 Est. Cost $59.99 Unrealized -3.4%

WEC WEC ENERGY GROUP INC 1.0%

Value ($000) $3,342 Shares 64,000 Est. Cost $34.37 Unrealized +7.0%

CMCSA COMCAST CORP-CLASS A 0.9%

Value ($000) $2,919 Shares 51,000 Est. Cost $22.86 Unrealized +4.0%

QCOM QUALCOMM INC 0.9%

Value ($000) $2,907 Shares 54,100 Est. Cost $48.00 Unrealized -16.7%

— UNITED TECHNOLOGIES CORP 0.8%

Value ($000) $2,581 Shares 29,000 Est. Cost $103.48 Unrealized —

OXY OCCIDENTAL PETROLEUM CORP 0.7%

Value ($000) $2,448 Shares 37,000 Est. Cost $53.60 Unrealized -0.3%

SLB SCHLUMBERGER LTD 0.7%

Value ($000) $2,331 Shares 33,800 Est. Cost $60.16 Unrealized -6.8%

USB US BANCORP 0.7%

Value ($000) $2,313 Shares 56,400 Est. Cost $29.80 Unrealized -0.7%

— PRECISION CASTPARTS CORP 0.7%

Value ($000) $2,297 Shares 10,000 Est. Cost $219.65 Unrealized —

CSCO CISCO SYSTEMS INC 0.6%

Value ($000) $2,158 Shares 82,200 Est. Cost $19.84 Unrealized +1.6%

— BLACKROCK INC 0.6%

Value ($000) $2,082 Shares 7,000 Est. Cost $297.43 Unrealized —

KR KROGER CO 0.6%

Value ($000) $1,876 Shares 52,000 Est. Cost $29.58 Unrealized +7.0%

— TIME WARNER CABLE 0.5%

Value ($000) $1,722 Shares 9,600 Est. Cost $164.28 Unrealized —

ECL ECOLAB INC 0.5%

Value ($000) $1,668 Shares 15,200 Est. Cost $98.46 Unrealized +6.9%

DLTR DOLLAR TREE INC 0.4%

Value ($000) $1,380 Shares 20,700 Est. Cost $75.51 Unrealized -7.4%

— HOME PROPERTIES INC 0.4%

Value ($000) $1,319 Shares 17,650 Est. Cost $71.13 Unrealized —

— AIRGAS INC 0.4%

Value ($000) $1,251 Shares 14,000 Est. Cost $98.12 Unrealized —

HAL HALLIBURTON CO 0.4%

Value ($000) $1,230 Shares 34,800 Est. Cost $33.01 Unrealized -6.2%

DE DEERE and CO 0.4%

Value ($000) $1,221 Shares 16,500 Est. Cost $73.18 Unrealized -11.1%

NSC NORFOLK SOUTHERN CORP 0.4%

Value ($000) $1,192 Shares 15,600 Est. Cost $74.90 Unrealized -7.7%

COP CONOCOPHILLIPS 0.3%

Value ($000) $1,103 Shares 23,000 Est. Cost $41.30 Unrealized -7.1%

KHC KRAFT HEINZ CO/THE 0.3%

Value ($000) $1,066 Shares 15,100 Est. Cost $47.82 Unrealized -1.6%

PYPL PAYPAL HOLDINGS INC 0.2%

Value ($000) $767 Shares 24,700 Est. Cost $35.85 Unrealized -1.8%

EBAY EBAY INC 0.2%

Value ($000) $653 Shares 26,700 Est. Cost $22.54 Unrealized +9.0%

BWA BORGWARNER INC 0.2%

Value ($000) $532 Shares 12,800 Est. Cost $38.38 Unrealized -16.3%

EMR EMERSON ELECTRIC CO 0.2%

Value ($000) $526 Shares 11,900 Est. Cost $40.45 Unrealized -9.7%

FOSL FOSSIL GROUP INC 0.2%

Value ($000) $520 Shares 9,300 Est. Cost $78.16 Unrealized -41.7%

— CHAMBERS STREET PROPERTIES 0.1%

Value ($000) $389 Shares 60,000 Est. Cost $7.22 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
JNJ	JOHNSON and JOHNSON	64,900	$6,058	1.8%	$73.83	+2.8%	—	478160104
XOM	EXXON MOBIL CORP	69,000	$5,130	1.5%	$51.98	-1.1%	—	30231G102
PG	PROCTER and GAMBLE CO/THE	53,000	$3,813	1.1%	$59.99	-3.4%	—	742718109
WEC	WEC ENERGY GROUP INC	64,000	$3,342	1.0%	$34.37	+7.0%	—	92939U106
CMCSA	COMCAST CORP-CLASS A	51,000	$2,919	0.9%	$22.86	+4.0%	—	20030N101
QCOM	QUALCOMM INC	54,100	$2,907	0.9%	$48.00	-16.7%	—	747525103
—	UNITED TECHNOLOGIES CORP	29,000	$2,581	0.8%	$103.48	—	—	913017109
OXY	OCCIDENTAL PETROLEUM CORP	37,000	$2,448	0.7%	$53.60	-0.3%	—	674599105
SLB	SCHLUMBERGER LTD	33,800	$2,331	0.7%	$60.16	-6.8%	—	806857108
USB	US BANCORP	56,400	$2,313	0.7%	$29.80	-0.7%	—	902973304
—	PRECISION CASTPARTS CORP	10,000	$2,297	0.7%	$219.65	—	—	740189105
CSCO	CISCO SYSTEMS INC	82,200	$2,158	0.6%	$19.84	+1.6%	—	17275R102
—	BLACKROCK INC	7,000	$2,082	0.6%	$297.43	—	—	09247X101
KR	KROGER CO	52,000	$1,876	0.6%	$29.58	+7.0%	—	501044101
—	TIME WARNER CABLE	9,600	$1,722	0.5%	$164.28	—	—	88732J207
ECL	ECOLAB INC	15,200	$1,668	0.5%	$98.46	+6.9%	—	278865100
DLTR	DOLLAR TREE INC	20,700	$1,380	0.4%	$75.51	-7.4%	—	256746108
—	HOME PROPERTIES INC	17,650	$1,319	0.4%	$71.13	—	—	437306103
—	AIRGAS INC	14,000	$1,251	0.4%	$98.12	—	—	009363102
HAL	HALLIBURTON CO	34,800	$1,230	0.4%	$33.01	-6.2%	—	406216101
DE	DEERE and CO	16,500	$1,221	0.4%	$73.18	-11.1%	—	244199105
NSC	NORFOLK SOUTHERN CORP	15,600	$1,192	0.4%	$74.90	-7.7%	—	655844108
COP	CONOCOPHILLIPS	23,000	$1,103	0.3%	$41.30	-7.1%	—	20825C104
KHC	KRAFT HEINZ CO/THE	15,100	$1,066	0.3%	$47.82	-1.6%	—	500754106
PYPL	PAYPAL HOLDINGS INC	24,700	$767	0.2%	$35.85	-1.8%	—	70450Y103
EBAY	EBAY INC	26,700	$653	0.2%	$22.54	+9.0%	—	278642103
BWA	BORGWARNER INC	12,800	$532	0.2%	$38.38	-16.3%	—	099724106
EMR	EMERSON ELECTRIC CO	11,900	$526	0.2%	$40.45	-9.7%	—	291011104
FOSL	FOSSIL GROUP INC	9,300	$520	0.2%	$78.16	-41.7%	—	34988V106
—	CHAMBERS STREET PROPERTIES	60,000	$389	0.1%	$7.22	—	—	157842105

Decreased Positions (20)

CL COLGATE-PALMOLIVE CO 0.7%

Value ($000) $2,218 (-61.9%) Shares 33,300 (-63.7%) Est. Cost $52.52 Unrealized +0.0%

CTSH COGNIZANT TECH SOLUTIONS-A 0.6%

Value ($000) $1,879 (-52.6%) Shares 31,300 (-50.6%) Est. Cost $53.92 Unrealized +6.0%

TJX TJX COMPANIES INC 0.6%

Value ($000) $2,085 (-49.1%) Shares 29,400 (-48.8%) Est. Cost $30.14 Unrealized +2.5%

HSY HERSHEY CO/THE 0.5%

Value ($000) $1,518 (-55.4%) Shares 17,000 (-54.1%) Est. Cost $71.61 Unrealized -1.7%

UNH UNITEDHEALTH GROUP INC 1.0%

Value ($000) $3,329 (-30.5%) Shares 28,300 (-31.5%) Est. Cost $97.08 Unrealized +2.3%

— MEAD JOHNSON NUTRITION CO 0.5%

Value ($000) $1,697 (-41.2%) Shares 21,500 (-47.6%) Est. Cost $82.45 Unrealized —

— KELLOGG CO 0.5%

Value ($000) $1,771 (-34.3%) Shares 24,500 (-39.5%) Est. Cost $42.63 Unrealized +7.2%

GILD GILEAD SCIENCES INC 1.1%

Value ($000) $3,815 (-18.6%) Shares 37,700 (-21.0%) Est. Cost $73.93 Unrealized -1.4%

MKC MCCORMICK and CO-NON VTG SHRS 0.5%

Value ($000) $1,583 (-33.6%) Shares 18,500 (-36.2%) Est. Cost $31.78 Unrealized +9.5%

SBUX STARBUCKS CORP 0.8%

Value ($000) $2,821 (-19.9%) Shares 47,000 (-24.2%) Est. Cost $41.83 Unrealized +18.1%

HD HOME DEPOT INC 1.3%

Value ($000) $4,298 (-12.4%) Shares 32,500 (-23.5%) Est. Cost $87.83 Unrealized +13.8%

PEP PEPSICO INC 1.2%

Value ($000) $3,867 (-12.2%) Shares 38,700 (-17.1%) Est. Cost $69.61 Unrealized +5.5%

ELS EQUITY LIFESTYLE PROPERTIES 0.1%

Value ($000) $433 (-55.2%) Shares 6,500 (-60.6%) Est. Cost $56.26 Unrealized —

BIIB BIOGEN INC 0.8%

Value ($000) $2,757 (-14.1%) Shares 9,000 (-18.2%) Est. Cost $362.77 Unrealized -20.8%

PM PHILIP MORRIS INTERNATIONAL 1.0%

Value ($000) $3,244 (-6.9%) Shares 36,900 (-15.9%) Est. Cost $47.96 Unrealized +9.0%

INN SUMMIT HOTEL PROPERTIES INC 0.1%

Value ($000) $403 (-37.2%) Shares 33,700 (-38.7%) Est. Cost $13.19 Unrealized —

MMM 3M CO 0.8%

Value ($000) $2,817 (-7.6%) Shares 18,700 (-13.0%) Est. Cost $92.30 Unrealized -0.2%

SUI SUN COMMUNITIES INC 0.1%

Value ($000) $384 (-34.1%) Shares 5,600 (-34.9%) Est. Cost $67.09 Unrealized —

— DUKE REALTY CORP 0.3%

Value ($000) $898 (-15.4%) Shares 42,707 (-23.3%) Est. Cost $20.79 Unrealized —

MCD MCDONALD'S CORP 0.9%

Value ($000) $3,107 (+0.7%) Shares 26,300 (-16.0%) Est. Cost $73.70 Unrealized +18.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CL	COLGATE-PALMOLIVE CO	33,300 (-63.7%)	$2,218 (-61.9%)	0.7%	$52.52	+0.0%	COMMON STOCK	194162103
CTSH	COGNIZANT TECH SOLUTIONS-A	31,300 (-50.6%)	$1,879 (-52.6%)	0.6%	$53.92	+6.0%	COMMON STOCK	192446102
TJX	TJX COMPANIES INC	29,400 (-48.8%)	$2,085 (-49.1%)	0.6%	$30.14	+2.5%	COMMON STOCK	872540109
HSY	HERSHEY CO/THE	17,000 (-54.1%)	$1,518 (-55.4%)	0.5%	$71.61	-1.7%	COMMON STOCK	427866108
UNH	UNITEDHEALTH GROUP INC	28,300 (-31.5%)	$3,329 (-30.5%)	1.0%	$97.08	+2.3%	COMMON STOCK	91324P102
—	MEAD JOHNSON NUTRITION CO	21,500 (-47.6%)	$1,697 (-41.2%)	0.5%	$82.45	—	COMMON STOCK	582839106
—	KELLOGG CO	24,500 (-39.5%)	$1,771 (-34.3%)	0.5%	$42.63	+7.2%	COMMON STOCK	487836108
GILD	GILEAD SCIENCES INC	37,700 (-21.0%)	$3,815 (-18.6%)	1.1%	$73.93	-1.4%	COMMON STOCK	375558103
MKC	MCCORMICK and CO-NON VTG SHRS	18,500 (-36.2%)	$1,583 (-33.6%)	0.5%	$31.78	+9.5%	COMMON STOCK	579780206
SBUX	STARBUCKS CORP	47,000 (-24.2%)	$2,821 (-19.9%)	0.8%	$41.83	+18.1%	COMMON STOCK	855244109
HD	HOME DEPOT INC	32,500 (-23.5%)	$4,298 (-12.4%)	1.3%	$87.83	+13.8%	COMMON STOCK	437076102
PEP	PEPSICO INC	38,700 (-17.1%)	$3,867 (-12.2%)	1.2%	$69.61	+5.5%	COMMON STOCK	713448108
ELS	EQUITY LIFESTYLE PROPERTIES	6,500 (-60.6%)	$433 (-55.2%)	0.1%	$56.26	—	COMMON STOCK	29472R108
BIIB	BIOGEN INC	9,000 (-18.2%)	$2,757 (-14.1%)	0.8%	$362.77	-20.8%	COMMON STOCK	09062X103
PM	PHILIP MORRIS INTERNATIONAL	36,900 (-15.9%)	$3,244 (-6.9%)	1.0%	$47.96	+9.0%	COMMON STOCK	718172109
INN	SUMMIT HOTEL PROPERTIES INC	33,700 (-38.7%)	$403 (-37.2%)	0.1%	$13.19	—	COMMON STOCK	866082100
MMM	3M CO	18,700 (-13.0%)	$2,817 (-7.6%)	0.8%	$92.30	-0.2%	COMMON STOCK	88579Y101
SUI	SUN COMMUNITIES INC	5,600 (-34.9%)	$384 (-34.1%)	0.1%	$67.09	—	COMMON STOCK	866674104
—	DUKE REALTY CORP	42,707 (-23.3%)	$898 (-15.4%)	0.3%	$20.79	—	COMMON STOCK	264411505
MCD	MCDONALD'S CORP	26,300 (-16.0%)	$3,107 (+0.7%)	0.9%	$73.70	+18.4%	COMMON STOCK	580135101

Unchanged Positions (96)

GOOGL ALPHABET INC-CL A 1.2%

Value ($000) $3,952 Shares 5,080 Est. Cost $31.95 Unrealized +15.0%

HRL HORMEL FOODS CORP 0.5%

Value ($000) $1,819 Shares 23,000 Est. Cost $23.38 Unrealized +19.1%

CMI CUMMINS INC 0.4%

Value ($000) $1,408 Shares 16,000 Est. Cost $92.93 Unrealized -18.4%

KMB KIMBERLY-CLARK CORP 0.7%

Value ($000) $2,228 Shares 17,500 Est. Cost $76.84 Unrealized +10.6%

PSA PUBLIC STORAGE 0.7%

Value ($000) $2,183 Shares 8,813 Est. Cost $130.68 Unrealized +20.0%

WFC WELLS FARGO and CO 1.6%

Value ($000) $5,485 Shares 100,900 Est. Cost $40.34 Unrealized +1.2%

— MCGRAW HILL FINANCIAL INC 0.7%

Value ($000) $2,267 Shares 23,000 Est. Cost $86.52 Unrealized —

MTD METTLER-TOLEDO INTERNATIONAL 0.5%

Value ($000) $1,696 Shares 5,000 Est. Cost $316.01 Unrealized +1.5%

LOW LOWE'S COS INC 0.8%

Value ($000) $2,813 Shares 37,000 Est. Cost $56.94 Unrealized +8.4%

IFF INTL FLAVORS and FRAGRANCES 0.6%

Value ($000) $1,914 Shares 16,000 Est. Cost $85.78 Unrealized +5.3%

ITW ILLINOIS TOOL WORKS 0.7%

Value ($000) $2,224 Shares 24,000 Est. Cost $68.35 Unrealized +4.5%

COST COSTCO WHOLESALE CORP 0.6%

Value ($000) $2,180 Shares 13,500 Est. Cost $120.27 Unrealized +10.4%

SHW SHERWIN-WILLIAMS CO/THE 0.5%

Value ($000) $1,584 Shares 6,100 Est. Cost $79.61 Unrealized -1.1%

— INLAND REAL ESTATE CORP 0.3%

Value ($000) $950 Shares 89,500 Est. Cost $9.68 Unrealized —

BDX BECTON DICKINSON AND CO 0.5%

Value ($000) $1,541 Shares 10,000 Est. Cost $119.24 Unrealized +3.5%

DLR DIGITAL REALTY TRUST INC 0.5%

Value ($000) $1,546 Shares 20,450 Est. Cost $45.65 Unrealized +10.4%

DHR DANAHER CORP 0.7%

Value ($000) $2,508 Shares 27,000 Est. Cost $36.01 Unrealized +6.1%

ROST ROSS STORES INC 0.6%

Value ($000) $2,056 Shares 38,200 Est. Cost $45.47 Unrealized +1.7%

— DUPONT FABROS TECHNOLOGY 0.3%

Value ($000) $1,065 Shares 33,500 Est. Cost $30.04 Unrealized —

— EXPRESS SCRIPTS HOLDING CO 0.8%

Value ($000) $2,622 Shares 30,000 Est. Cost $80.97 Unrealized —

— BIOMED REALTY TRUST INC 0.4%

Value ($000) $1,185 Shares 50,000 Est. Cost $21.37 Unrealized —

IBM INTL BUSINESS MACHINES CORP 1.0%

Value ($000) $3,330 Shares 24,200 Est. Cost $95.93 Unrealized -8.8%

SEIC SEI INVESTMENTS COMPANY 0.7%

Value ($000) $2,201 Shares 42,000 Est. Cost $44.79 Unrealized +2.4%

GAP GAP INC/THE 0.3%

Value ($000) $1,136 Shares 46,000 Est. Cost $23.79 Unrealized -21.8%

PAYX PAYCHEX INC 0.5%

Value ($000) $1,745 Shares 33,000 Est. Cost $34.10 Unrealized +13.1%

EL ESTEE LAUDER COMPANIES-CL A 0.6%

Value ($000) $1,937 Shares 22,000 Est. Cost $70.86 Unrealized +5.5%

FAST FASTENAL CO 0.4%

Value ($000) $1,510 Shares 37,000 Est. Cost $7.53 Unrealized +0.1%

— CIGNA CORP 0.6%

Value ($000) $1,902 Shares 13,000 Est. Cost $135.00 Unrealized —

NEE NEXTERA ENERGY INC 0.7%

Value ($000) $2,389 Shares 23,000 Est. Cost $19.66 Unrealized -0.8%

MAA MID-AMERICA APARTMENT COMM 0.4%

Value ($000) $1,371 Shares 15,100 Est. Cost $53.12 Unrealized +15.3%

— VARIAN MEDICAL SYSTEMS INC 0.5%

Value ($000) $1,535 Shares 19,000 Est. Cost $73.79 Unrealized —

RHI ROBERT HALF INTL INC 0.4%

Value ($000) $1,414 Shares 30,000 Est. Cost $53.82 Unrealized -6.3%

AWK AMERICAN WATER WORKS CO INC 0.4%

Value ($000) $1,494 Shares 25,000 Est. Cost $42.73 Unrealized +11.0%

— CYRUSONE INC 0.3%

Value ($000) $906 Shares 24,200 Est. Cost $30.76 Unrealized —

UDR UDR INC 0.4%

Value ($000) $1,353 Shares 36,019 Est. Cost $22.75 Unrealized +10.3%

EPR EPR PROPERTIES 0.3%

Value ($000) $924 Shares 15,800 Est. Cost $56.80 Unrealized —

VNO VORNADO REALTY TRUST 0.3%

Value ($000) $1,123 Shares 11,237 Est. Cost $103.92 Unrealized —

EQR EQUITY RESIDENTIAL 0.4%

Value ($000) $1,342 Shares 16,453 Est. Cost $44.57 Unrealized +5.0%

RLJ RLJ LODGING TRUST 0.2%

Value ($000) $623 Shares 28,800 Est. Cost $29.23 Unrealized —

VFC VF CORP 0.3%

Value ($000) $1,096 Shares 17,600 Est. Cost $68.87 Unrealized -9.4%

DIS WALT DISNEY CO/THE 1.1%

Value ($000) $3,772 Shares 35,900 Est. Cost $95.70 Unrealized +6.8%

SJM JM SMUCKER CO/THE 0.4%

Value ($000) $1,357 Shares 11,000 Est. Cost $81.72 Unrealized +7.5%

ADP AUTOMATIC DATA PROCESSING 0.6%

Value ($000) $1,949 Shares 23,000 Est. Cost $63.87 Unrealized +8.2%

AVB AVALONBAY COMMUNITIES INC 0.5%

Value ($000) $1,805 Shares 9,802 Est. Cost $119.90 Unrealized +6.1%

ADC AGREE REALTY CORP 0.2%

Value ($000) $715 Shares 21,040 Est. Cost $31.79 Unrealized —

MRSH MARSH and MCLENNAN COS 0.4%

Value ($000) $1,458 Shares 26,300 Est. Cost $47.43 Unrealized -2.2%

GWW WW GRAINGER INC 0.4%

Value ($000) $1,317 Shares 6,500 Est. Cost $190.10 Unrealized -8.0%

PLD PROLOGIS INC 0.3%

Value ($000) $858 Shares 20,000 Est. Cost $28.82 Unrealized +9.0%

— LINEAR TECHNOLOGY CORP 0.5%

Value ($000) $1,571 Shares 37,000 Est. Cost $40.35 Unrealized —

SO SOUTHERN CO/THE 0.5%

Value ($000) $1,708 Shares 36,500 Est. Cost $29.15 Unrealized +1.6%

— DCT INDUSTRIAL TRUST INC 0.2%

Value ($000) $675 Shares 18,062 Est. Cost $33.66 Unrealized —

GIS GENERAL MILLS INC 0.7%

Value ($000) $2,422 Shares 42,000 Est. Cost $38.27 Unrealized +5.7%

— CA INC 0.4%

Value ($000) $1,485 Shares 52,000 Est. Cost $27.31 Unrealized —

HIW HIGHWOODS PROPERTIES INC 0.2%

Value ($000) $584 Shares 13,398 Est. Cost $43.12 Unrealized —

ARE ALEXANDRIA REAL ESTATE EQUIT 0.3%

Value ($000) $998 Shares 11,050 Est. Cost $64.41 Unrealized -2.0%

TROW T ROWE PRICE GROUP INC 0.6%

Value ($000) $2,145 Shares 30,000 Est. Cost $50.99 Unrealized -0.2%

BXP BOSTON PROPERTIES INC 0.2%

Value ($000) $742 Shares 5,814 Est. Cost $86.39 Unrealized -5.0%

— PRICELINE GROUP INC/THE 0.5%

Value ($000) $1,785 Shares 1,400 Est. Cost $1200.71 Unrealized —

DVA DAVITA HEALTHCARE PARTNERS I 0.4%

Value ($000) $1,324 Shares 19,000 Est. Cost $77.54 Unrealized -5.5%

— HCP INC 0.5%

Value ($000) $1,836 Shares 48,007 Est. Cost $40.72 Unrealized —

— SELECT INCOME REIT 0.3%

Value ($000) $1,167 Shares 58,900 Est. Cost $22.15 Unrealized —

GLPI GAMING AND LEISURE PROPERTIE 0.2%

Value ($000) $681 Shares 24,500 Est. Cost $33.97 Unrealized —

MCO MOODY'S CORP 0.6%

Value ($000) $2,107 Shares 21,000 Est. Cost $95.89 Unrealized -5.5%

CVS CVS HEALTH CORP 1.0%

Value ($000) $3,217 Shares 32,900 Est. Cost $75.99 Unrealized -4.4%

ORCL ORACLE CORP 1.1%

Value ($000) $3,726 Shares 102,000 Est. Cost $34.93 Unrealized -6.1%

MAC MACERICH CO/THE 0.3%

Value ($000) $869 Shares 10,766 Est. Cost $81.58 Unrealized —

KIM KIMCO REALTY CORP 0.2%

Value ($000) $537 Shares 20,295 Est. Cost $15.89 Unrealized -0.1%

APH AMPHENOL CORP-CL A 0.5%

Value ($000) $1,567 Shares 30,000 Est. Cost $12.16 Unrealized -0.2%

— WABCO HOLDINGS INC 0.5%

Value ($000) $1,534 Shares 15,000 Est. Cost $104.80 Unrealized —

AFL AFLAC INC 0.4%

Value ($000) $1,210 Shares 20,200 Est. Cost $23.65 Unrealized +3.7%

— RETAIL OPPORTUNITY INVESTMEN 0.1%

Value ($000) $465 Shares 26,000 Est. Cost $17.63 Unrealized —

— PHYSICIANS REALTY TRUST 0.1%

Value ($000) $337 Shares 20,000 Est. Cost $17.60 Unrealized —

BF/B BROWN-FORMAN CORP-CLASS B 0.4%

Value ($000) $1,390 Shares 14,000 Est. Cost $33.91 Unrealized +2.7%

— GENERAL GROWTH PROPERTIES 0.2%

Value ($000) $707 Shares 26,000 Est. Cost $28.18 Unrealized —

HST HOST HOTELS and RESORTS INC 0.3%

Value ($000) $849 Shares 55,343 Est. Cost $13.43 Unrealized -17.8%

— WEINGARTEN REALTY INVESTORS 0.2%

Value ($000) $599 Shares 17,314 Est. Cost $34.81 Unrealized —

— SL GREEN REALTY CORP 0.2%

Value ($000) $594 Shares 5,257 Est. Cost $120.69 Unrealized —

SYK STRYKER CORP 0.6%

Value ($000) $1,859 Shares 20,000 Est. Cost $87.90 Unrealized -3.0%

EGP EASTGROUP PROPERTIES INC 0.3%

Value ($000) $862 Shares 15,500 Est. Cost $57.33 Unrealized —

— VEREIT INC 0.2%

Value ($000) $792 Shares 100,000 Est. Cost $7.72 Unrealized —

— HOSPITALITY PROPERTIES TRUST 0.3%

Value ($000) $870 Shares 33,266 Est. Cost $30.11 Unrealized —

CHD CHURCH and DWIGHT CO INC 0.4%

Value ($000) $1,443 Shares 17,000 Est. Cost $37.38 Unrealized +0.4%

SNPS SYNOPSYS INC 0.4%

Value ($000) $1,368 Shares 30,000 Est. Cost $49.10 Unrealized -1.5%

— CARE CAPITAL PROPERTIES UNC 0.1%

Value ($000) $223 Shares 7,290 Est. Cost $32.92 Unrealized —

ESS ESSEX PROPERTY TRUST INC 0.1%

Value ($000) $239 Shares 1,000 Est. Cost $158.12 Unrealized +4.1%

— JOY GLOBAL INC 0.0%

Value ($000) $91 Shares 7,200 Est. Cost $28.41 Unrealized —

— HEALTHCARE REALTY TRUST INC 0.0%

Value ($000) $116 Shares 4,082 Est. Cost $27.68 Unrealized —

DG DOLLAR GENERAL CORP 0.5%

Value ($000) $1,581 Shares 22,000 Est. Cost $66.81 Unrealized -10.9%

— CHESAPEAKE LODGING TRUST 0.1%

Value ($000) $365 Shares 14,500 Est. Cost $30.65 Unrealized —

— LASALLE HOTEL PROPERTIES 0.0%

Value ($000) $83 Shares 3,300 Est. Cost $38.79 Unrealized —

SKT TANGER FACTORY OUTLET CENTER 0.3%

Value ($000) $1,128 Shares 34,500 Est. Cost $34.33 Unrealized —

STAG STAG INDUSTRIAL INC 0.2%

Value ($000) $655 Shares 35,500 Est. Cost $19.09 Unrealized —

— LIBERTY PROPERTY TRUST 0.2%

Value ($000) $652 Shares 20,984 Est. Cost $34.12 Unrealized —

— URSTADT BIDDLE - CLASS A 0.1%

Value ($000) $327 Shares 17,000 Est. Cost $21.31 Unrealized —

— CERNER CORP 0.4%

Value ($000) $1,324 Shares 22,000 Est. Cost $59.95 Unrealized —

— FLIR SYSTEMS INC 0.4%

Value ($000) $1,404 Shares 50,000 Est. Cost $28.00 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC-CL A	5,080	$3,952	1.2%	$31.95	+15.0%	COMMON STOCK	02079K305
HRL	HORMEL FOODS CORP	23,000	$1,819	0.5%	$23.38	+19.1%	COMMON STOCK	440452100
CMI	CUMMINS INC	16,000	$1,408	0.4%	$92.93	-18.4%	COMMON STOCK	231021106
KMB	KIMBERLY-CLARK CORP	17,500	$2,228	0.7%	$76.84	+10.6%	COMMON STOCK	494368103
PSA	PUBLIC STORAGE	8,813	$2,183	0.7%	$130.68	+20.0%	COMMON STOCK	74460D109
WFC	WELLS FARGO and CO	100,900	$5,485	1.6%	$40.34	+1.2%	COMMON STOCK	949746101
—	MCGRAW HILL FINANCIAL INC	23,000	$2,267	0.7%	$86.52	—	COMMON STOCK	580645109
MTD	METTLER-TOLEDO INTERNATIONAL	5,000	$1,696	0.5%	$316.01	+1.5%	COMMON STOCK	592688105
LOW	LOWE'S COS INC	37,000	$2,813	0.8%	$56.94	+8.4%	COMMON STOCK	548661107
IFF	INTL FLAVORS and FRAGRANCES	16,000	$1,914	0.6%	$85.78	+5.3%	COMMON STOCK	459506101
ITW	ILLINOIS TOOL WORKS	24,000	$2,224	0.7%	$68.35	+4.5%	COMMON STOCK	452308109
COST	COSTCO WHOLESALE CORP	13,500	$2,180	0.6%	$120.27	+10.4%	COMMON STOCK	22160K105
SHW	SHERWIN-WILLIAMS CO/THE	6,100	$1,584	0.5%	$79.61	-1.1%	COMMON STOCK	824348106
—	INLAND REAL ESTATE CORP	89,500	$950	0.3%	$9.68	—	COMMON STOCK	457461200
BDX	BECTON DICKINSON AND CO	10,000	$1,541	0.5%	$119.24	+3.5%	COMMON STOCK	075887109
DLR	DIGITAL REALTY TRUST INC	20,450	$1,546	0.5%	$45.65	+10.4%	COMMON STOCK	253868103
DHR	DANAHER CORP	27,000	$2,508	0.7%	$36.01	+6.1%	COMMON STOCK	235851102
ROST	ROSS STORES INC	38,200	$2,056	0.6%	$45.47	+1.7%	COMMON STOCK	778296103
—	DUPONT FABROS TECHNOLOGY	33,500	$1,065	0.3%	$30.04	—	COMMON STOCK	26613Q106
—	EXPRESS SCRIPTS HOLDING CO	30,000	$2,622	0.8%	$80.97	—	COMMON STOCK	30219G108
—	BIOMED REALTY TRUST INC	50,000	$1,185	0.4%	$21.37	—	COMMON STOCK	09063H107
IBM	INTL BUSINESS MACHINES CORP	24,200	$3,330	1.0%	$95.93	-8.8%	COMMON STOCK	459200101
SEIC	SEI INVESTMENTS COMPANY	42,000	$2,201	0.7%	$44.79	+2.4%	COMMON STOCK	784117103
GAP	GAP INC/THE	46,000	$1,136	0.3%	$23.79	-21.8%	COMMON STOCK	364760108
PAYX	PAYCHEX INC	33,000	$1,745	0.5%	$34.10	+13.1%	COMMON STOCK	704326107
EL	ESTEE LAUDER COMPANIES-CL A	22,000	$1,937	0.6%	$70.86	+5.5%	COMMON STOCK	518439104
FAST	FASTENAL CO	37,000	$1,510	0.4%	$7.53	+0.1%	COMMON STOCK	311900104
—	CIGNA CORP	13,000	$1,902	0.6%	$135.00	—	COMMON STOCK	125509109
NEE	NEXTERA ENERGY INC	23,000	$2,389	0.7%	$19.66	-0.8%	COMMON STOCK	65339F101
MAA	MID-AMERICA APARTMENT COMM	15,100	$1,371	0.4%	$53.12	+15.3%	COMMON STOCK	59522J103
—	VARIAN MEDICAL SYSTEMS INC	19,000	$1,535	0.5%	$73.79	—	COMMON STOCK	92220P105
RHI	ROBERT HALF INTL INC	30,000	$1,414	0.4%	$53.82	-6.3%	COMMON STOCK	770323103
AWK	AMERICAN WATER WORKS CO INC	25,000	$1,494	0.4%	$42.73	+11.0%	COMMON STOCK	030420103
—	CYRUSONE INC	24,200	$906	0.3%	$30.76	—	COMMON STOCK	23283R100
UDR	UDR INC	36,019	$1,353	0.4%	$22.75	+10.3%	COMMON STOCK	902653104
EPR	EPR PROPERTIES	15,800	$924	0.3%	$56.80	—	COMMON STOCK	26884U109
VNO	VORNADO REALTY TRUST	11,237	$1,123	0.3%	$103.92	—	COMMON STOCK	929042109
EQR	EQUITY RESIDENTIAL	16,453	$1,342	0.4%	$44.57	+5.0%	COMMON STOCK	29476L107
RLJ	RLJ LODGING TRUST	28,800	$623	0.2%	$29.23	—	COMMON STOCK	74965L101
VFC	VF CORP	17,600	$1,096	0.3%	$68.87	-9.4%	COMMON STOCK	918204108
DIS	WALT DISNEY CO/THE	35,900	$3,772	1.1%	$95.70	+6.8%	COMMON STOCK	254687106
SJM	JM SMUCKER CO/THE	11,000	$1,357	0.4%	$81.72	+7.5%	COMMON STOCK	832696405
ADP	AUTOMATIC DATA PROCESSING	23,000	$1,949	0.6%	$63.87	+8.2%	COMMON STOCK	053015103
AVB	AVALONBAY COMMUNITIES INC	9,802	$1,805	0.5%	$119.90	+6.1%	COMMON STOCK	053484101
ADC	AGREE REALTY CORP	21,040	$715	0.2%	$31.79	—	COMMON STOCK	008492100
MRSH	MARSH and MCLENNAN COS	26,300	$1,458	0.4%	$47.43	-2.2%	COMMON STOCK	571748102
GWW	WW GRAINGER INC	6,500	$1,317	0.4%	$190.10	-8.0%	COMMON STOCK	384802104
PLD	PROLOGIS INC	20,000	$858	0.3%	$28.82	+9.0%	COMMON STOCK	74340W103
—	LINEAR TECHNOLOGY CORP	37,000	$1,571	0.5%	$40.35	—	COMMON STOCK	535678106
SO	SOUTHERN CO/THE	36,500	$1,708	0.5%	$29.15	+1.6%	COMMON STOCK	842587107
—	DCT INDUSTRIAL TRUST INC	18,062	$675	0.2%	$33.66	—	COMMON STOCK	233153204
GIS	GENERAL MILLS INC	42,000	$2,422	0.7%	$38.27	+5.7%	COMMON STOCK	370334104
—	CA INC	52,000	$1,485	0.4%	$27.31	—	COMMON STOCK	12673P105
HIW	HIGHWOODS PROPERTIES INC	13,398	$584	0.2%	$43.12	—	COMMON STOCK	431284108
ARE	ALEXANDRIA REAL ESTATE EQUIT	11,050	$998	0.3%	$64.41	-2.0%	COMMON STOCK	015271109
TROW	T ROWE PRICE GROUP INC	30,000	$2,145	0.6%	$50.99	-0.2%	COMMON STOCK	74144T108
BXP	BOSTON PROPERTIES INC	5,814	$742	0.2%	$86.39	-5.0%	COMMON STOCK	101121101
—	PRICELINE GROUP INC/THE	1,400	$1,785	0.5%	$1200.71	—	COMMON STOCK	741503403
DVA	DAVITA HEALTHCARE PARTNERS I	19,000	$1,324	0.4%	$77.54	-5.5%	COMMON STOCK	23918K108
—	HCP INC	48,007	$1,836	0.5%	$40.72	—	COMMON STOCK	40414L109
—	SELECT INCOME REIT	58,900	$1,167	0.3%	$22.15	—	COMMON STOCK	81618T100
GLPI	GAMING AND LEISURE PROPERTIE	24,500	$681	0.2%	$33.97	—	COMMON STOCK	36467J108
MCO	MOODY'S CORP	21,000	$2,107	0.6%	$95.89	-5.5%	COMMON STOCK	615369105
CVS	CVS HEALTH CORP	32,900	$3,217	1.0%	$75.99	-4.4%	COMMON STOCK	126650100
ORCL	ORACLE CORP	102,000	$3,726	1.1%	$34.93	-6.1%	COMMON STOCK	68389X105
MAC	MACERICH CO/THE	10,766	$869	0.3%	$81.58	—	COMMON STOCK	554382101
KIM	KIMCO REALTY CORP	20,295	$537	0.2%	$15.89	-0.1%	COMMON STOCK	49446R109
APH	AMPHENOL CORP-CL A	30,000	$1,567	0.5%	$12.16	-0.2%	COMMON STOCK	032095101
—	WABCO HOLDINGS INC	15,000	$1,534	0.5%	$104.80	—	COMMON STOCK	92927K102
AFL	AFLAC INC	20,200	$1,210	0.4%	$23.65	+3.7%	COMMON STOCK	001055102
—	RETAIL OPPORTUNITY INVESTMEN	26,000	$465	0.1%	$17.63	—	COMMON STOCK	76131N101
—	PHYSICIANS REALTY TRUST	20,000	$337	0.1%	$17.60	—	COMMON STOCK	71943U104
BF/B	BROWN-FORMAN CORP-CLASS B	14,000	$1,390	0.4%	$33.91	+2.7%	COMMON STOCK	115637209
—	GENERAL GROWTH PROPERTIES	26,000	$707	0.2%	$28.18	—	COMMON STOCK	370023103
HST	HOST HOTELS and RESORTS INC	55,343	$849	0.3%	$13.43	-17.8%	COMMON STOCK	44107P104
—	WEINGARTEN REALTY INVESTORS	17,314	$599	0.2%	$34.81	—	COMMON STOCK	948741103
—	SL GREEN REALTY CORP	5,257	$594	0.2%	$120.69	—	COMMON STOCK	78440X101
SYK	STRYKER CORP	20,000	$1,859	0.6%	$87.90	-3.0%	COMMON STOCK	863667101
EGP	EASTGROUP PROPERTIES INC	15,500	$862	0.3%	$57.33	—	COMMON STOCK	277276101
—	VEREIT INC	100,000	$792	0.2%	$7.72	—	COMMON STOCK	92339V100
—	HOSPITALITY PROPERTIES TRUST	33,266	$870	0.3%	$30.11	—	COMMON STOCK	44106M102
CHD	CHURCH and DWIGHT CO INC	17,000	$1,443	0.4%	$37.38	+0.4%	COMMON STOCK	171340102
SNPS	SYNOPSYS INC	30,000	$1,368	0.4%	$49.10	-1.5%	COMMON STOCK	871607107
—	CARE CAPITAL PROPERTIES UNC	7,290	$223	0.1%	$32.92	—	COMMON STOCK	141624106
ESS	ESSEX PROPERTY TRUST INC	1,000	$239	0.1%	$158.12	+4.1%	COMMON STOCK	297178105
—	JOY GLOBAL INC	7,200	$91	0.0%	$28.41	—	COMMON STOCK	481165108
—	HEALTHCARE REALTY TRUST INC	4,082	$116	0.0%	$27.68	—	COMMON STOCK	421946104
DG	DOLLAR GENERAL CORP	22,000	$1,581	0.5%	$66.81	-10.9%	COMMON STOCK	256677105
—	CHESAPEAKE LODGING TRUST	14,500	$365	0.1%	$30.65	—	COMMON STOCK	165240102
—	LASALLE HOTEL PROPERTIES	3,300	$83	0.0%	$38.79	—	COMMON STOCK	517942108
SKT	TANGER FACTORY OUTLET CENTER	34,500	$1,128	0.3%	$34.33	—	COMMON STOCK	875465106
STAG	STAG INDUSTRIAL INC	35,500	$655	0.2%	$19.09	—	COMMON STOCK	85254J102
—	LIBERTY PROPERTY TRUST	20,984	$652	0.2%	$34.12	—	COMMON STOCK	531172104
—	URSTADT BIDDLE - CLASS A	17,000	$327	0.1%	$21.31	—	COMMON STOCK	917286205
—	CERNER CORP	22,000	$1,324	0.4%	$59.95	—	COMMON STOCK	156782104
—	FLIR SYSTEMS INC	50,000	$1,404	0.4%	$28.00	—	COMMON STOCK	302445101