Pensionfund Sabic Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VZ	VERIZON COMMUNICATIONS INC	86,000	$4,651	1.4%	$30.04	0.0%	COMMON STOCK	92343V104
CSCO	CISCO SYSTEMS INC	120,000	$3,416	1.0%	$18.95	0.0%	COMMON STOCK	17275R102
—	UNITED TECHNOLOGIES CORP	29,000	$2,903	0.9%	$100.10	—	COMMON STOCK	913017109
BMY	BRISTOL-MYERS SQUIBB CO	45,000	$2,875	0.9%	$44.80	0.0%	COMMON STOCK	110122108
TXN	TEXAS INSTRUMENTS INC	40,000	$2,297	0.7%	$40.51	0.0%	COMMON STOCK	882508104
D	DOMINION RESOURCES INC/VA	28,000	$2,103	0.6%	$46.10	0.0%	COMMON STOCK	25746U109
—	AMERICAN ELECTRIC POWER	29,000	$1,926	0.6%	$66.41	—	COMMON STOCK	25537101
PCG	P G and E CORP	31,000	$1,851	0.6%	$52.19	0.0%	COMMON STOCK	69331C108
PPL	PPL CORP	48,000	$1,827	0.6%	$22.88	0.0%	COMMON STOCK	69351T106
CAH	CARDINAL HEALTH INC	22,000	$1,803	0.5%	$61.18	0.0%	COMMON STOCK	14149Y108
EIX	EDISON INTERNATIONAL	25,000	$1,797	0.5%	$43.56	0.0%	COMMON STOCK	281020107
WEC	WEC ENERGY GROUP INC	26,000	$1,562	0.5%	$40.72	0.0%	COMMON STOCK	92939U106
LEA	LEAR CORP	14,000	$1,556	0.5%	$88.18	0.0%	COMMON STOCK	521865204
—	AMEREN CORPORATION	31,000	$1,553	0.5%	$50.10	—	COMMON STOCK	23608102
DTE	DTE ENERGY COMPANY	17,000	$1,541	0.5%	$51.98	0.0%	COMMON STOCK	233331107
ES	EVERSOURCE ENERGY	26,000	$1,517	0.5%	$38.85	0.0%	COMMON STOCK	30040W108
CLX	CLOROX COMPANY	12,000	$1,513	0.5%	$96.11	0.0%	COMMON STOCK	189054109
EFX	EQUIFAX INC	13,000	$1,486	0.4%	$95.83	0.0%	COMMON STOCK	294429105
CNC	CENTENE CORP	24,000	$1,478	0.4%	$29.85	0.0%	COMMON STOCK	15135B101
LUV	SOUTHWEST AIRLINES CO	33,000	$1,478	0.4%	$36.21	0.0%	COMMON STOCK	844741108
—	SCANA CORP	21,000	$1,473	0.4%	$70.14	—	COMMON STOCK	80589M102
DAL	DELTA AIR LINES INC	30,000	$1,460	0.4%	$41.37	0.0%	COMMON STOCK	247361702
—	AVERY DENNISON CORP	20,000	$1,442	0.4%	$72.10	—	COMMON STOCK	53611109
—	PATTERSON COS INC	31,000	$1,442	0.4%	$46.52	—	COMMON STOCK	703395103
—	QUINTILES TRANSNATIONAL HOLD	22,000	$1,432	0.4%	$65.09	—	COMMON STOCK	74876Y101
AJG	ARTHUR J GALLAGHER and CO	32,000	$1,423	0.4%	$33.74	0.0%	COMMON STOCK	363576109
AYI	ACUITY BRANDS INC	6,500	$1,418	0.4%	$199.80	0.0%	COMMON STOCK	00508Y102
—	CITRIX SYSTEMS INC	18,000	$1,414	0.4%	$78.56	—	COMMON STOCK	177376100
BRX	BRIXMOR PROPERTY GROUP INC	38,711	$992	0.3%	$25.63	—	COMMON STOCK	11120U105
—	COUSINS PROPERTIES INC	84,000	$872	0.3%	$10.38	—	COMMON STOCK	222795106
AMH	AMERICAN HOMES 4 RENT- A	39,000	$620	0.2%	$15.90	—	COMMON STOCK	02665T306
—	MONOGRAM RESIDENTIAL TRUST I	55,000	$542	0.2%	$9.85	—	COMMON STOCK	60979P105
—	POST PROPERTIES INC	9,000	$538	0.2%	$59.78	—	COMMON STOCK	737464107
—	NEW SENIOR INVESTMENT GROUP	41,863	$431	0.1%	$10.30	—	COMMON STOCK	648691103
—	TAUBMAN CENTERS INC	6,000	$427	0.1%	$71.17	—	COMMON STOCK	876664103
ESRT	EMPIRE STATE REALTY TRUST-A	24,000	$421	0.1%	$17.54	—	COMMON STOCK	292104106
—	APARTMENT INVT and MGMT CO -A	10,000	$418	0.1%	$41.80	—	COMMON STOCK	03748R101
—	COLONY STARWOOD HOMES	14,000	$347	0.1%	$24.79	—	COMMON STOCK	19625X102
—	SILVER BAY REALTY TRUST CORP	20,000	$297	0.1%	$14.85	—	COMMON STOCK	82735Q102
KRC	KILROY REALTY CORP	4,000	$247	0.1%	$61.75	—	COMMON STOCK	49427F108

Increased Positions (36)

— MICHAEL KORS HOLDINGS LTD 2.4%

Value ($000) $8,048 (+30.5%) Shares 96,750 (+12.3%) Est. Cost $90.08 Unrealized —

PII POLARIS INDUSTRIES INC 0.5%

Value ($000) $1,773 (+72.0%) Shares 18,000 (+50.0%) Est. Cost $99.58 Unrealized -12.9%

V VISA INC-CLASS A SHARES 1.1%

Value ($000) $3,480 (+24.6%) Shares 45,500 (+26.4%) Est. Cost $71.26 Unrealized -4.8%

— PRICELINE GROUP INC/THE 0.7%

Value ($000) $2,449 (+37.2%) Shares 1,900 (+35.7%) Est. Cost $1223.93 Unrealized —

GOOGL ALPHABET INC-CL A 1.4%

Value ($000) $4,562 (+15.4%) Shares 5,980 (+17.7%) Est. Cost $32.64 Unrealized +11.9%

DKS DICK'S SPORTING GOODS INC 0.5%

Value ($000) $1,533 (+54.8%) Shares 32,800 (+17.1%) Est. Cost $31.69 Unrealized -2.4%

— CARE CAPITAL PROPERTIES INC 0.2%

Value ($000) $759 (+240.4%) Shares 28,290 (+288.1%) Est. Cost $28.40 Unrealized —

ED CONSOLIDATED EDISON INC 0.5%

Value ($000) $1,609 (+47.2%) Shares 21,000 (+23.5%) Est. Cost $45.58 Unrealized +9.2%

AFL AFLAC INC 0.5%

Value ($000) $1,724 (+42.5%) Shares 27,300 (+35.1%) Est. Cost $23.63 Unrealized -0.2%

PLD PROLOGIS INC 0.4%

Value ($000) $1,325 (+54.4%) Shares 30,000 (+50.0%) Est. Cost $29.27 Unrealized +3.1%

ESS ESSEX PROPERTY TRUST INC 0.2%

Value ($000) $702 (+193.7%) Shares 3,000 (+200.0%) Est. Cost $158.15 Unrealized +0.0%

MRSH MARSH and MCLENNAN COS 0.6%

Value ($000) $1,909 (+30.9%) Shares 31,400 (+19.4%) Est. Cost $47.42 Unrealized -0.1%

PNW PINNACLE WEST CAPITAL 0.5%

Value ($000) $1,501 (+37.0%) Shares 20,000 (+17.6%) Est. Cost $43.33 Unrealized +7.2%

LNT ALLIANT ENERGY CORP 0.5%

Value ($000) $1,523 (+35.5%) Shares 20,500 (+13.9%) Est. Cost $22.19 Unrealized +11.5%

— Gramercy Property Trust 0.2%

Value ($000) $820 (+77.1%) Shares 97,000 (+61.7%) Est. Cost $8.00 Unrealized —

GWW WW GRAINGER INC 0.5%

Value ($000) $1,657 (+25.8%) Shares 7,100 (+9.2%) Est. Cost $189.19 Unrealized -5.2%

— NORTHSTAR REALTY FINANCE 0.1%

Value ($000) $472 (+177.6%) Shares 36,000 (+260.0%) Est. Cost $14.19 Unrealized —

WELL WELLTOWER INC 0.4%

Value ($000) $1,196 (+32.7%) Shares 17,247 (+30.2%) Est. Cost $44.62 Unrealized -0.5%

HRL HORMEL FOODS CORP 0.5%

Value ($000) $1,531 (-15.8%) Shares 35,400 (+53.9%) Est. Cost $26.67 Unrealized +22.9%

— BED BATH and BEYOND INC 0.4%

Value ($000) $1,489 (+23.5%) Shares 30,000 (+20.0%) Est. Cost $48.47 Unrealized —

— PEOPLE'S UNITED FINANCIAL 0.4%

Value ($000) $1,402 (+24.0%) Shares 88,000 (+25.7%) Est. Cost $16.11 Unrealized —

SO SOUTHERN CO/THE 0.6%

Value ($000) $1,976 (+15.7%) Shares 38,200 (+4.7%) Est. Cost $29.28 Unrealized +10.0%

STAG STAG INDUSTRIAL INC 0.3%

Value ($000) $886 (+35.3%) Shares 43,500 (+22.5%) Est. Cost $19.32 Unrealized —

AAP ADVANCE AUTO PARTS INC 0.4%

Value ($000) $1,411 (+17.2%) Shares 8,800 (+10.0%) Est. Cost $150.20 Unrealized -12.3%

UNP UNION PACIFIC CORP 0.7%

Value ($000) $2,410 (+8.9%) Shares 30,300 (+7.1%) Est. Cost $79.10 Unrealized -21.7%

ORLY O'REILLY AUTOMOTIVE INC 0.5%

Value ($000) $1,710 (+12.4%) Shares 6,250 (+4.2%) Est. Cost $17.33 Unrealized -1.5%

DVA DAVITA HEALTHCARE PARTNERS I 0.5%

Value ($000) $1,504 (+13.6%) Shares 20,500 (+7.9%) Est. Cost $76.81 Unrealized -12.1%

— LASALLE HOTEL PROPERTIES 0.1%

Value ($000) $261 (+214.5%) Shares 10,300 (+212.1%) Est. Cost $29.65 Unrealized —

SWKS SKYWORKS SOLUTIONS INC 0.5%

Value ($000) $1,714 (+11.5%) Shares 22,000 (+10.0%) Est. Cost $64.03 Unrealized -13.8%

— TORCHMARK CORP 0.4%

Value ($000) $1,300 (+13.7%) Shares 24,000 (+20.0%) Est. Cost $56.65 Unrealized —

BDX BECTON DICKINSON AND CO 0.5%

Value ($000) $1,670 (+8.4%) Shares 11,000 (+10.0%) Est. Cost $119.51 Unrealized +2.3%

MA MASTERCARD INC-CLASS A 0.8%

Value ($000) $2,741 (+4.3%) Shares 29,000 (+7.4%) Est. Cost $89.58 Unrealized -6.9%

— HCP INC 0.5%

Value ($000) $1,727 (-5.9%) Shares 53,007 (+10.4%) Est. Cost $39.95 Unrealized —

— SL GREEN REALTY CORP 0.2%

Value ($000) $703 (+18.4%) Shares 7,257 (+38.0%) Est. Cost $114.13 Unrealized —

DIS WALT DISNEY CO/THE 1.1%

Value ($000) $3,665 (-2.8%) Shares 36,900 (+2.8%) Est. Cost $95.52 Unrealized -6.8%

— CERNER CORP 0.4%

Value ($000) $1,377 (+4.0%) Shares 26,000 (+18.2%) Est. Cost $58.88 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	MICHAEL KORS HOLDINGS LTD	96,750 (+12.3%)	$8,048 (+30.5%)	2.4%	$90.08	—	COMMON STOCK	000000000
PII	POLARIS INDUSTRIES INC	18,000 (+50.0%)	$1,773 (+72.0%)	0.5%	$99.58	-12.9%	COMMON STOCK	731068102
V	VISA INC-CLASS A SHARES	45,500 (+26.4%)	$3,480 (+24.6%)	1.1%	$71.26	-4.8%	COMMON STOCK	92826C839
—	PRICELINE GROUP INC/THE	1,900 (+35.7%)	$2,449 (+37.2%)	0.7%	$1223.93	—	COMMON STOCK	741503403
GOOGL	ALPHABET INC-CL A	5,980 (+17.7%)	$4,562 (+15.4%)	1.4%	$32.64	+11.9%	COMMON STOCK	02079K305
DKS	DICK'S SPORTING GOODS INC	32,800 (+17.1%)	$1,533 (+54.8%)	0.5%	$31.69	-2.4%	COMMON STOCK	253393102
—	CARE CAPITAL PROPERTIES INC	28,290 (+288.1%)	$759 (+240.4%)	0.2%	$28.40	—	COMMON STOCK	141624106
ED	CONSOLIDATED EDISON INC	21,000 (+23.5%)	$1,609 (+47.2%)	0.5%	$45.58	+9.2%	COMMON STOCK	209115104
AFL	AFLAC INC	27,300 (+35.1%)	$1,724 (+42.5%)	0.5%	$23.63	-0.2%	COMMON STOCK	001055102
PLD	PROLOGIS INC	30,000 (+50.0%)	$1,325 (+54.4%)	0.4%	$29.27	+3.1%	COMMON STOCK	74340W103
ESS	ESSEX PROPERTY TRUST INC	3,000 (+200.0%)	$702 (+193.7%)	0.2%	$158.15	+0.0%	COMMON STOCK	297178105
MRSH	MARSH and MCLENNAN COS	31,400 (+19.4%)	$1,909 (+30.9%)	0.6%	$47.42	-0.1%	COMMON STOCK	571748102
PNW	PINNACLE WEST CAPITAL	20,000 (+17.6%)	$1,501 (+37.0%)	0.5%	$43.33	+7.2%	COMMON STOCK	723484101
LNT	ALLIANT ENERGY CORP	20,500 (+13.9%)	$1,523 (+35.5%)	0.5%	$22.19	+11.5%	COMMON STOCK	018802108
—	Gramercy Property Trust	97,000 (+61.7%)	$820 (+77.1%)	0.2%	$8.00	—	COMMON STOCK	385002100
GWW	WW GRAINGER INC	7,100 (+9.2%)	$1,657 (+25.8%)	0.5%	$189.19	-5.2%	COMMON STOCK	384802104
—	NORTHSTAR REALTY FINANCE	36,000 (+260.0%)	$472 (+177.6%)	0.1%	$14.19	—	COMMON STOCK	66704R803
WELL	WELLTOWER INC	17,247 (+30.2%)	$1,196 (+32.7%)	0.4%	$44.62	-0.5%	COMMON STOCK	95040Q104
HRL	HORMEL FOODS CORP	35,400 (+53.9%)	$1,531 (-15.8%)	0.5%	$26.67	+22.9%	COMMON STOCK	440452100
—	BED BATH and BEYOND INC	30,000 (+20.0%)	$1,489 (+23.5%)	0.4%	$48.47	—	COMMON STOCK	075896100
—	PEOPLE'S UNITED FINANCIAL	88,000 (+25.7%)	$1,402 (+24.0%)	0.4%	$16.11	—	COMMON STOCK	712704105
SO	SOUTHERN CO/THE	38,200 (+4.7%)	$1,976 (+15.7%)	0.6%	$29.28	+10.0%	COMMON STOCK	842587107
STAG	STAG INDUSTRIAL INC	43,500 (+22.5%)	$886 (+35.3%)	0.3%	$19.32	—	COMMON STOCK	85254J102
AAP	ADVANCE AUTO PARTS INC	8,800 (+10.0%)	$1,411 (+17.2%)	0.4%	$150.20	-12.3%	COMMON STOCK	00751Y106
UNP	UNION PACIFIC CORP	30,300 (+7.1%)	$2,410 (+8.9%)	0.7%	$79.10	-21.7%	COMMON STOCK	907818108
ORLY	O'REILLY AUTOMOTIVE INC	6,250 (+4.2%)	$1,710 (+12.4%)	0.5%	$17.33	-1.5%	COMMON STOCK	67103H107
DVA	DAVITA HEALTHCARE PARTNERS I	20,500 (+7.9%)	$1,504 (+13.6%)	0.5%	$76.81	-12.1%	COMMON STOCK	23918K108
—	LASALLE HOTEL PROPERTIES	10,300 (+212.1%)	$261 (+214.5%)	0.1%	$29.65	—	COMMON STOCK	517942108
SWKS	SKYWORKS SOLUTIONS INC	22,000 (+10.0%)	$1,714 (+11.5%)	0.5%	$64.03	-13.8%	COMMON STOCK	83088M102
—	TORCHMARK CORP	24,000 (+20.0%)	$1,300 (+13.7%)	0.4%	$56.65	—	COMMON STOCK	891027104
BDX	BECTON DICKINSON AND CO	11,000 (+10.0%)	$1,670 (+8.4%)	0.5%	$119.51	+2.3%	COMMON STOCK	075887109
MA	MASTERCARD INC-CLASS A	29,000 (+7.4%)	$2,741 (+4.3%)	0.8%	$89.58	-6.9%	COMMON STOCK	57636Q104
—	HCP INC	53,007 (+10.4%)	$1,727 (-5.9%)	0.5%	$39.95	—	COMMON STOCK	40414L109
—	SL GREEN REALTY CORP	7,257 (+38.0%)	$703 (+18.4%)	0.2%	$114.13	—	COMMON STOCK	78440X101
DIS	WALT DISNEY CO/THE	36,900 (+2.8%)	$3,665 (-2.8%)	1.1%	$95.52	-6.8%	COMMON STOCK	254687106
—	CERNER CORP	26,000 (+18.2%)	$1,377 (+4.0%)	0.4%	$58.88	—	COMMON STOCK	156782104

Exited Positions (36)

KO COCA-COLA CO/THE 1.2%

Value ($000) $4,081 Shares 95,000 Est. Cost $29.84 Unrealized +6.7%

PEP PEPSICO INC 1.2%

Value ($000) $3,867 Shares 38,700 Est. Cost $69.61 Unrealized +5.3%

AMGN AMGEN INC 1.0%

Value ($000) $3,409 Shares 21,000 Est. Cost $116.50 Unrealized -4.9%

IBM INTL BUSINESS MACHINES CORP 1.0%

Value ($000) $3,330 Shares 24,200 Est. Cost $95.93 Unrealized -12.4%

MCD MCDONALD'S CORP 0.9%

Value ($000) $3,107 Shares 26,300 Est. Cost $73.70 Unrealized +27.5%

— DU PONT (E.I.) DE NEMOURS 0.8%

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

— EXPRESS SCRIPTS HOLDING CO 0.8%

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

GIS GENERAL MILLS INC 0.7%

Value ($000) $2,422 Shares 42,000 Est. Cost $38.27 Unrealized +7.7%

KMB KIMBERLY-CLARK CORP 0.7%

Value ($000) $2,228 Shares 17,500 Est. Cost $76.84 Unrealized +20.7%

— MONSANTO CO 0.6%

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

MCO MOODY'S CORP 0.6%

Value ($000) $2,107 Shares 21,000 Est. Cost $95.89 Unrealized -14.9%

IFF INTL FLAVORS and FRAGRANCES 0.6%

Value ($000) $1,914 Shares 16,000 Est. Cost $85.78 Unrealized +2.3%

WM WASTE MANAGEMENT INC 0.5%

Value ($000) $1,799 Shares 33,700 Est. Cost $42.43 Unrealized +8.3%

AMAT APPLIED MATERIALS INC 0.5%

Value ($000) $1,738 Shares 93,100 Est. Cost $16.98 Unrealized -4.2%

— MEAD JOHNSON NUTRITION CO 0.5%

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

— COACH INC 0.5%

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

— CAMPUS CREST COMMUNITIES INC 0.5%

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

FAST FASTENAL CO 0.5%

Value ($000) $1,510 Shares 37,000 Est. Cost $7.53 Unrealized +11.3%

AWK AMERICAN WATER WORKS CO INC 0.5%

Value ($000) $1,494 Shares 25,000 Est. Cost $42.73 Unrealized +26.0%

RSG REPUBLIC SERVICES INC 0.4%

Value ($000) $1,452 Shares 33,000 Est. Cost $36.64 Unrealized +4.7%

CMI CUMMINS INC 0.4%

Value ($000) $1,408 Shares 16,000 Est. Cost $92.93 Unrealized -20.2%

— FLIR SYSTEMS INC 0.4%

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

TDC TERADATA CORP 0.4%

Value ($000) $1,400 Shares 53,000 Est. Cost $28.21 Unrealized -12.3%

HRB HandR BLOCK INC 0.4%

Value ($000) $1,399 Shares 42,000 Est. Cost $24.16 Unrealized -11.2%

SNPS SYNOPSYS INC 0.4%

Value ($000) $1,368 Shares 30,000 Est. Cost $49.10 Unrealized -10.1%

SJM JM SMUCKER CO/THE 0.4%

Value ($000) $1,357 Shares 11,000 Est. Cost $81.72 Unrealized +14.4%

RL RALPH LAUREN CORP 0.4%

Value ($000) $1,338 Shares 12,000 Est. Cost $96.59 Unrealized -16.9%

— BIOMED REALTY TRUST INC 0.4%

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

WAB WABTEC CORP 0.3%

Value ($000) $1,138 Shares 16,000 Est. Cost $75.32 Unrealized -13.1%

GAP GAP INC/THE 0.3%

Value ($000) $1,136 Shares 46,000 Est. Cost $23.79 Unrealized -22.3%

AMP AMERIPRISE FINANCIAL INC 0.3%

Value ($000) $1,064 Shares 10,000 Est. Cost $90.21 Unrealized -19.2%

— NEW YORK COMMUNITY BANCORP 0.3%

Value ($000) $979 Shares 60,000 Est. Cost $16.32 Unrealized —

— INLAND REAL ESTATE CORP 0.3%

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

ELS EQUITY LIFESTYLE PROPERTIES 0.1%

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

SUI SUN COMMUNITIES INC 0.1%

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

— JOY GLOBAL INC 0.0%

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

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
KO	COCA-COLA CO/THE	95,000	$4,081	1.2%	$29.84	+6.7%	—	191216100
PEP	PEPSICO INC	38,700	$3,867	1.2%	$69.61	+5.3%	—	713448108
AMGN	AMGEN INC	21,000	$3,409	1.0%	$116.50	-4.9%	—	031162100
IBM	INTL BUSINESS MACHINES CORP	24,200	$3,330	1.0%	$95.93	-12.4%	—	459200101
MCD	MCDONALD'S CORP	26,300	$3,107	0.9%	$73.70	+27.5%	—	580135101
—	DU PONT (E.I.) DE NEMOURS	40,400	$2,691	0.8%	$64.48	—	—	263534109
—	EXPRESS SCRIPTS HOLDING CO	30,000	$2,622	0.8%	$80.97	—	—	30219G108
GIS	GENERAL MILLS INC	42,000	$2,422	0.7%	$38.27	+7.7%	—	370334104
KMB	KIMBERLY-CLARK CORP	17,500	$2,228	0.7%	$76.84	+20.7%	—	494368103
—	MONSANTO CO	21,700	$2,138	0.6%	$99.16	—	—	61166W101
MCO	MOODY'S CORP	21,000	$2,107	0.6%	$95.89	-14.9%	—	615369105
IFF	INTL FLAVORS and FRAGRANCES	16,000	$1,914	0.6%	$85.78	+2.3%	—	459506101
WM	WASTE MANAGEMENT INC	33,700	$1,799	0.5%	$42.43	+8.3%	—	94106L109
AMAT	APPLIED MATERIALS INC	93,100	$1,738	0.5%	$16.98	-4.2%	—	038222105
—	MEAD JOHNSON NUTRITION CO	21,500	$1,697	0.5%	$82.45	—	—	582839106
—	COACH INC	47,500	$1,555	0.5%	$31.33	—	—	189754104
—	CAMPUS CREST COMMUNITIES INC	224,000	$1,523	0.5%	$6.08	—	—	13466Y105
FAST	FASTENAL CO	37,000	$1,510	0.5%	$7.53	+11.3%	—	311900104
AWK	AMERICAN WATER WORKS CO INC	25,000	$1,494	0.5%	$42.73	+26.0%	—	030420103
RSG	REPUBLIC SERVICES INC	33,000	$1,452	0.4%	$36.64	+4.7%	—	760759100
CMI	CUMMINS INC	16,000	$1,408	0.4%	$92.93	-20.2%	—	231021106
—	FLIR SYSTEMS INC	50,000	$1,404	0.4%	$28.00	—	—	302445101
TDC	TERADATA CORP	53,000	$1,400	0.4%	$28.21	-12.3%	—	88076W103
HRB	HandR BLOCK INC	42,000	$1,399	0.4%	$24.16	-11.2%	—	093671105
SNPS	SYNOPSYS INC	30,000	$1,368	0.4%	$49.10	-10.1%	—	871607107
SJM	JM SMUCKER CO/THE	11,000	$1,357	0.4%	$81.72	+14.4%	—	832696405
RL	RALPH LAUREN CORP	12,000	$1,338	0.4%	$96.59	-16.9%	—	751212101
—	BIOMED REALTY TRUST INC	50,000	$1,185	0.4%	$21.37	—	—	09063H107
WAB	WABTEC CORP	16,000	$1,138	0.3%	$75.32	-13.1%	—	929740108
GAP	GAP INC/THE	46,000	$1,136	0.3%	$23.79	-22.3%	—	364760108
AMP	AMERIPRISE FINANCIAL INC	10,000	$1,064	0.3%	$90.21	-19.2%	—	03076C106
—	NEW YORK COMMUNITY BANCORP	60,000	$979	0.3%	$16.32	—	—	649445103
—	INLAND REAL ESTATE CORP	89,500	$950	0.3%	$9.68	—	—	457461200
ELS	EQUITY LIFESTYLE PROPERTIES	6,500	$433	0.1%	$56.26	—	—	29472R108
SUI	SUN COMMUNITIES INC	5,600	$384	0.1%	$67.09	—	—	866674104
—	JOY GLOBAL INC	7,200	$91	0.0%	$28.41	—	—	481165108

Decreased Positions (73)

UTHR UNITED THERAPEUTICS CORP 0.3%

Value ($000) $1,137 (-46.2%) Shares 10,200 (-24.4%) Est. Cost $155.45 Unrealized -18.6%

— DUPONT FABROS TECHNOLOGY 0.1%

Value ($000) $223 (-79.1%) Shares 5,500 (-83.6%) Est. Cost $30.04 Unrealized —

WFC WELLS FARGO and CO 1.4%

Value ($000) $4,696 (-14.4%) Shares 97,100 (-3.8%) Est. Cost $40.34 Unrealized -8.0%

SEIC SEI INVESTMENTS COMPANY 0.4%

Value ($000) $1,434 (-34.8%) Shares 33,300 (-20.7%) Est. Cost $44.79 Unrealized -19.0%

BIIB BIOGEN INC 0.6%

Value ($000) $2,004 (-27.3%) Shares 7,700 (-14.4%) Est. Cost $362.77 Unrealized -27.2%

— AMERICAN CAMPUS COMMUNITIES 0.1%

Value ($000) $447 (-62.7%) Shares 9,500 (-67.2%) Est. Cost $36.94 Unrealized —

MAA MID-AMERICA APARTMENT COMM 0.2%

Value ($000) $695 (-49.3%) Shares 6,800 (-55.0%) Est. Cost $53.12 Unrealized +24.3%

UDR UDR INC 0.2%

Value ($000) $791 (-41.5%) Shares 20,519 (-43.0%) Est. Cost $22.75 Unrealized +10.9%

TROW T ROWE PRICE GROUP INC 0.5%

Value ($000) $1,623 (-24.3%) Shares 22,100 (-26.3%) Est. Cost $50.99 Unrealized -4.9%

GILD GILEAD SCIENCES INC 1.0%

Value ($000) $3,298 (-13.6%) Shares 35,900 (-4.8%) Est. Cost $73.93 Unrealized -14.2%

— DR PEPPER SNAPPLE GROUP INC 0.4%

Value ($000) $1,449 (-26.0%) Shares 16,200 (-22.9%) Est. Cost $93.19 Unrealized —

DLR DIGITAL REALTY TRUST INC 0.3%

Value ($000) $1,057 (-31.6%) Shares 11,950 (-41.6%) Est. Cost $45.65 Unrealized +25.6%

— CYRUSONE INC 0.1%

Value ($000) $420 (-53.6%) Shares 9,200 (-62.0%) Est. Cost $30.76 Unrealized —

— MCGRAW HILL FINANCIAL INC 0.6%

Value ($000) $1,831 (-19.2%) Shares 18,500 (-19.6%) Est. Cost $86.52 Unrealized —

— DCT INDUSTRIAL TRUST INC 0.1%

Value ($000) $239 (-64.6%) Shares 6,062 (-66.4%) Est. Cost $33.66 Unrealized —

LOW LOWE'S COS INC 0.7%

Value ($000) $2,386 (-15.2%) Shares 31,500 (-14.9%) Est. Cost $56.94 Unrealized +3.4%

HD HOME DEPOT INC 1.2%

Value ($000) $3,896 (-9.4%) Shares 29,200 (-10.2%) Est. Cost $87.83 Unrealized +12.0%

WAT WATERS CORP 0.4%

Value ($000) $1,478 (-18.7%) Shares 11,200 (-17.0%) Est. Cost $127.45 Unrealized -2.1%

— RETAIL OPPORTUNITY INVESTMEN 0.0%

Value ($000) $141 (-69.7%) Shares 7,000 (-73.1%) Est. Cost $17.63 Unrealized —

VTR VENTAS INC 0.6%

Value ($000) $1,868 (-14.4%) Shares 29,662 (-23.3%) Est. Cost $46.70 Unrealized -21.5%

— INTERPUBLIC GROUP OF COS INC 0.4%

Value ($000) $1,386 (-18.4%) Shares 60,400 (-17.3%) Est. Cost $15.38 Unrealized -3.2%

INTC INTEL CORP 1.1%

Value ($000) $3,581 (-8.0%) Shares 110,700 (-2.0%) Est. Cost $24.82 Unrealized -1.8%

ADC AGREE REALTY CORP 0.1%

Value ($000) $405 (-43.4%) Shares 10,540 (-49.9%) Est. Cost $31.79 Unrealized —

DHR DANAHER CORP 0.7%

Value ($000) $2,210 (-11.9%) Shares 23,300 (-13.7%) Est. Cost $36.01 Unrealized +1.2%

ITW ILLINOIS TOOL WORKS 0.6%

Value ($000) $1,926 (-13.4%) Shares 18,800 (-21.7%) Est. Cost $68.35 Unrealized +7.2%

NEE NEXTERA ENERGY INC 0.6%

Value ($000) $2,118 (-11.3%) Shares 17,900 (-22.2%) Est. Cost $19.66 Unrealized +10.9%

AZO AUTOZONE INC 0.5%

Value ($000) $1,593 (-14.1%) Shares 2,000 (-20.0%) Est. Cost $763.07 Unrealized -0.9%

— SENIOR HOUSING PROP TRUST 0.4%

Value ($000) $1,344 (-15.4%) Shares 75,100 (-29.9%) Est. Cost $17.58 Unrealized —

EL ESTEE LAUDER COMPANIES-CL A 0.5%

Value ($000) $1,707 (-11.9%) Shares 18,100 (-17.7%) Est. Cost $70.86 Unrealized +10.9%

SNA SNAP-ON INC 0.4%

Value ($000) $1,319 (-14.5%) Shares 8,400 (-6.7%) Est. Cost $130.90 Unrealized -7.6%

GOOG ALPHABET INC-CL C 1.1%

Value ($000) $3,799 (-5.5%) Shares 5,100 (-3.8%) Est. Cost $30.71 Unrealized +15.8%

SBUX STARBUCKS CORP 0.8%

Value ($000) $2,603 (-7.7%) Shares 43,600 (-7.2%) Est. Cost $41.83 Unrealized +13.3%

MTD METTLER-TOLEDO INTERNATIONAL 0.4%

Value ($000) $1,482 (-12.6%) Shares 4,300 (-14.0%) Est. Cost $316.01 Unrealized +1.8%

— DUKE REALTY CORP 0.2%

Value ($000) $692 (-22.9%) Shares 30,707 (-28.1%) Est. Cost $20.79 Unrealized —

DG DOLLAR GENERAL CORP 0.5%

Value ($000) $1,780 (+12.6%) Shares 20,800 (-5.5%) Est. Cost $66.81 Unrealized -0.3%

NKE NIKE INC -CL B 0.7%

Value ($000) $2,428 (-7.5%) Shares 39,500 (-6.0%) Est. Cost $53.13 Unrealized +0.1%

XEL XCEL ENERGY INC 0.5%

Value ($000) $1,702 (+12.9%) Shares 40,700 (-3.1%) Est. Cost $25.30 Unrealized +13.4%

— VARIAN MEDICAL SYSTEMS INC 0.4%

Value ($000) $1,344 (-12.4%) Shares 16,800 (-11.6%) Est. Cost $73.79 Unrealized —

— KELLOGG CO 0.5%

Value ($000) $1,592 (-10.1%) Shares 20,800 (-15.1%) Est. Cost $42.63 Unrealized +14.2%

CVS CVS HEALTH CORP 0.9%

Value ($000) $3,039 (-5.5%) Shares 29,300 (-10.9%) Est. Cost $75.99 Unrealized -4.7%

ORCL ORACLE CORP 1.1%

Value ($000) $3,559 (-4.5%) Shares 87,000 (-14.7%) Est. Cost $34.93 Unrealized -8.5%

EPR EPR PROPERTIES 0.2%

Value ($000) $786 (-14.9%) Shares 11,800 (-25.3%) Est. Cost $56.80 Unrealized —

T ATandT INC 1.5%

Value ($000) $4,884 (+2.8%) Shares 124,700 (-9.6%) Est. Cost $12.32 Unrealized +12.3%

GPC GENUINE PARTS CO 0.5%

Value ($000) $1,679 (+8.6%) Shares 16,900 (-6.1%) Est. Cost $65.22 Unrealized +2.2%

— PHYSICIANS REALTY TRUST 0.1%

Value ($000) $204 (-39.5%) Shares 11,000 (-45.0%) Est. Cost $17.60 Unrealized —

AVB AVALONBAY COMMUNITIES INC 0.5%

Value ($000) $1,674 (-7.3%) Shares 8,802 (-10.2%) Est. Cost $119.90 Unrealized +5.4%

APH AMPHENOL CORP-CL A 0.5%

Value ($000) $1,688 (+7.7%) Shares 29,200 (-2.7%) Est. Cost $12.16 Unrealized -2.8%

UNH UNITEDHEALTH GROUP INC 1.0%

Value ($000) $3,210 (-3.6%) Shares 24,900 (-12.0%) Est. Cost $97.08 Unrealized +3.9%

ISRG INTUITIVE SURGICAL INC 0.5%

Value ($000) $1,683 (-6.6%) Shares 2,800 (-15.2%) Est. Cost $56.16 Unrealized +10.3%

MO ALTRIA GROUP INC 0.9%

Value ($000) $3,114 (+3.9%) Shares 49,700 (-3.5%) Est. Cost $27.12 Unrealized +14.6%

MMM 3M CO 0.9%

Value ($000) $2,933 (+4.1%) Shares 17,600 (-5.9%) Est. Cost $92.30 Unrealized +0.5%

OMC OMNICOM GROUP 0.5%

Value ($000) $1,706 (-6.1%) Shares 20,500 (-14.6%) Est. Cost $52.01 Unrealized +3.4%

JBHT HUNT (JB) TRANSPRT SVCS INC 0.5%

Value ($000) $1,575 (+7.4%) Shares 18,700 (-6.5%) Est. Cost $68.38 Unrealized +1.0%

— LINEAR TECHNOLOGY CORP 0.4%

Value ($000) $1,470 (-6.4%) Shares 33,000 (-10.8%) Est. Cost $40.35 Unrealized —

— SELECT INCOME REIT 0.4%

Value ($000) $1,265 (+8.4%) Shares 54,900 (-6.8%) Est. Cost $22.15 Unrealized —

SHW SHERWIN-WILLIAMS CO/THE 0.5%

Value ($000) $1,680 (+6.1%) Shares 5,900 (-3.3%) Est. Cost $79.61 Unrealized +0.3%

PAYX PAYCHEX INC 0.5%

Value ($000) $1,653 (-5.3%) Shares 30,600 (-7.3%) Est. Cost $34.10 Unrealized +9.9%

CTSH COGNIZANT TECH SOLUTIONS-A 0.5%

Value ($000) $1,799 (-4.3%) Shares 28,700 (-8.3%) Est. Cost $53.92 Unrealized -4.4%

TJX TJX COMPANIES INC 0.7%

Value ($000) $2,162 (+3.7%) Shares 27,600 (-6.1%) Est. Cost $30.14 Unrealized +4.9%

SBRA SABRA HEALTH CARE REIT INC 0.3%

Value ($000) $976 (-6.5%) Shares 48,600 (-5.8%) Est. Cost $24.21 Unrealized —

PPG PPG INDUSTRIES INC 0.6%

Value ($000) $1,884 (+3.1%) Shares 16,900 (-8.6%) Est. Cost $84.32 Unrealized -2.6%

RMD RESMED INC 0.4%

Value ($000) $1,341 (-3.9%) Shares 23,200 (-10.8%) Est. Cost $49.97 Unrealized +1.0%

— CR BARD INC 0.5%

Value ($000) $1,561 (+3.0%) Shares 7,700 (-3.8%) Est. Cost $189.50 Unrealized —

TSCO TRACTOR SUPPLY COMPANY 0.5%

Value ($000) $1,493 (+2.7%) Shares 16,500 (-2.9%) Est. Cost $15.20 Unrealized -3.1%

HSIC HENRY SCHEIN INC 0.5%

Value ($000) $1,623 (-2.3%) Shares 9,400 (-10.5%) Est. Cost $59.46 Unrealized +5.0%

SRE SEMPRA ENERGY 0.5%

Value ($000) $1,727 (+2.1%) Shares 16,600 (-7.8%) Est. Cost $35.84 Unrealized -1.7%

ADP AUTOMATIC DATA PROCESSING 0.6%

Value ($000) $1,983 (+1.7%) Shares 22,100 (-3.9%) Est. Cost $63.87 Unrealized +6.0%

MKC MCCORMICK and CO-NON VTG SHRS 0.5%

Value ($000) $1,612 (+1.8%) Shares 16,200 (-12.4%) Est. Cost $31.78 Unrealized +17.3%

PSA PUBLIC STORAGE 0.7%

Value ($000) $2,155 (-1.3%) Shares 7,813 (-11.3%) Est. Cost $130.68 Unrealized +30.1%

SYK STRYKER CORP 0.6%

Value ($000) $1,845 (-0.8%) Shares 17,200 (-14.0%) Est. Cost $87.90 Unrealized +0.3%

HSY HERSHEY CO/THE 0.5%

Value ($000) $1,510 (-0.5%) Shares 16,400 (-3.5%) Est. Cost $71.61 Unrealized -1.5%

— CA INC 0.4%

Value ($000) $1,481 (-0.3%) Shares 48,100 (-7.5%) Est. Cost $27.31 Unrealized —

CL COLGATE-PALMOLIVE CO 0.7%

Value ($000) $2,218 (0.0%) Shares 31,400 (-5.7%) Est. Cost $52.52 Unrealized +0.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
UTHR	UNITED THERAPEUTICS CORP	10,200 (-24.4%)	$1,137 (-46.2%)	0.3%	$155.45	-18.6%	COMMON STOCK	91307C102
—	DUPONT FABROS TECHNOLOGY	5,500 (-83.6%)	$223 (-79.1%)	0.1%	$30.04	—	COMMON STOCK	26613Q106
WFC	WELLS FARGO and CO	97,100 (-3.8%)	$4,696 (-14.4%)	1.4%	$40.34	-8.0%	COMMON STOCK	949746101
SEIC	SEI INVESTMENTS COMPANY	33,300 (-20.7%)	$1,434 (-34.8%)	0.4%	$44.79	-19.0%	COMMON STOCK	784117103
BIIB	BIOGEN INC	7,700 (-14.4%)	$2,004 (-27.3%)	0.6%	$362.77	-27.2%	COMMON STOCK	09062X103
—	AMERICAN CAMPUS COMMUNITIES	9,500 (-67.2%)	$447 (-62.7%)	0.1%	$36.94	—	COMMON STOCK	024835100
MAA	MID-AMERICA APARTMENT COMM	6,800 (-55.0%)	$695 (-49.3%)	0.2%	$53.12	+24.3%	COMMON STOCK	59522J103
UDR	UDR INC	20,519 (-43.0%)	$791 (-41.5%)	0.2%	$22.75	+10.9%	COMMON STOCK	902653104
TROW	T ROWE PRICE GROUP INC	22,100 (-26.3%)	$1,623 (-24.3%)	0.5%	$50.99	-4.9%	COMMON STOCK	74144T108
GILD	GILEAD SCIENCES INC	35,900 (-4.8%)	$3,298 (-13.6%)	1.0%	$73.93	-14.2%	COMMON STOCK	375558103
—	DR PEPPER SNAPPLE GROUP INC	16,200 (-22.9%)	$1,449 (-26.0%)	0.4%	$93.19	—	COMMON STOCK	26138E109
DLR	DIGITAL REALTY TRUST INC	11,950 (-41.6%)	$1,057 (-31.6%)	0.3%	$45.65	+25.6%	COMMON STOCK	253868103
—	CYRUSONE INC	9,200 (-62.0%)	$420 (-53.6%)	0.1%	$30.76	—	COMMON STOCK	23283R100
—	MCGRAW HILL FINANCIAL INC	18,500 (-19.6%)	$1,831 (-19.2%)	0.6%	$86.52	—	COMMON STOCK	580645109
—	DCT INDUSTRIAL TRUST INC	6,062 (-66.4%)	$239 (-64.6%)	0.1%	$33.66	—	COMMON STOCK	233153204
LOW	LOWE'S COS INC	31,500 (-14.9%)	$2,386 (-15.2%)	0.7%	$56.94	+3.4%	COMMON STOCK	548661107
HD	HOME DEPOT INC	29,200 (-10.2%)	$3,896 (-9.4%)	1.2%	$87.83	+12.0%	COMMON STOCK	437076102
WAT	WATERS CORP	11,200 (-17.0%)	$1,478 (-18.7%)	0.4%	$127.45	-2.1%	COMMON STOCK	941848103
—	RETAIL OPPORTUNITY INVESTMEN	7,000 (-73.1%)	$141 (-69.7%)	0.0%	$17.63	—	COMMON STOCK	76131N101
VTR	VENTAS INC	29,662 (-23.3%)	$1,868 (-14.4%)	0.6%	$46.70	-21.5%	COMMON STOCK	92276F100
—	INTERPUBLIC GROUP OF COS INC	60,400 (-17.3%)	$1,386 (-18.4%)	0.4%	$15.38	-3.2%	COMMON STOCK	460690100
INTC	INTEL CORP	110,700 (-2.0%)	$3,581 (-8.0%)	1.1%	$24.82	-1.8%	COMMON STOCK	458140100
ADC	AGREE REALTY CORP	10,540 (-49.9%)	$405 (-43.4%)	0.1%	$31.79	—	COMMON STOCK	008492100
DHR	DANAHER CORP	23,300 (-13.7%)	$2,210 (-11.9%)	0.7%	$36.01	+1.2%	COMMON STOCK	235851102
ITW	ILLINOIS TOOL WORKS	18,800 (-21.7%)	$1,926 (-13.4%)	0.6%	$68.35	+7.2%	COMMON STOCK	452308109
NEE	NEXTERA ENERGY INC	17,900 (-22.2%)	$2,118 (-11.3%)	0.6%	$19.66	+10.9%	COMMON STOCK	65339F101
AZO	AUTOZONE INC	2,000 (-20.0%)	$1,593 (-14.1%)	0.5%	$763.07	-0.9%	COMMON STOCK	053332102
—	SENIOR HOUSING PROP TRUST	75,100 (-29.9%)	$1,344 (-15.4%)	0.4%	$17.58	—	COMMON STOCK	81721M109
EL	ESTEE LAUDER COMPANIES-CL A	18,100 (-17.7%)	$1,707 (-11.9%)	0.5%	$70.86	+10.9%	COMMON STOCK	518439104
SNA	SNAP-ON INC	8,400 (-6.7%)	$1,319 (-14.5%)	0.4%	$130.90	-7.6%	COMMON STOCK	833034101
GOOG	ALPHABET INC-CL C	5,100 (-3.8%)	$3,799 (-5.5%)	1.1%	$30.71	+15.8%	COMMON STOCK	02079K107
SBUX	STARBUCKS CORP	43,600 (-7.2%)	$2,603 (-7.7%)	0.8%	$41.83	+13.3%	COMMON STOCK	855244109
MTD	METTLER-TOLEDO INTERNATIONAL	4,300 (-14.0%)	$1,482 (-12.6%)	0.4%	$316.01	+1.8%	COMMON STOCK	592688105
—	DUKE REALTY CORP	30,707 (-28.1%)	$692 (-22.9%)	0.2%	$20.79	—	COMMON STOCK	264411505
DG	DOLLAR GENERAL CORP	20,800 (-5.5%)	$1,780 (+12.6%)	0.5%	$66.81	-0.3%	COMMON STOCK	256677105
NKE	NIKE INC -CL B	39,500 (-6.0%)	$2,428 (-7.5%)	0.7%	$53.13	+0.1%	COMMON STOCK	654106103
XEL	XCEL ENERGY INC	40,700 (-3.1%)	$1,702 (+12.9%)	0.5%	$25.30	+13.4%	COMMON STOCK	98389B100
—	VARIAN MEDICAL SYSTEMS INC	16,800 (-11.6%)	$1,344 (-12.4%)	0.4%	$73.79	—	COMMON STOCK	92220P105
—	KELLOGG CO	20,800 (-15.1%)	$1,592 (-10.1%)	0.5%	$42.63	+14.2%	COMMON STOCK	487836108
CVS	CVS HEALTH CORP	29,300 (-10.9%)	$3,039 (-5.5%)	0.9%	$75.99	-4.7%	COMMON STOCK	126650100
ORCL	ORACLE CORP	87,000 (-14.7%)	$3,559 (-4.5%)	1.1%	$34.93	-8.5%	COMMON STOCK	68389X105
EPR	EPR PROPERTIES	11,800 (-25.3%)	$786 (-14.9%)	0.2%	$56.80	—	COMMON STOCK	26884U109
T	ATandT INC	124,700 (-9.6%)	$4,884 (+2.8%)	1.5%	$12.32	+12.3%	COMMON STOCK	00206R102
GPC	GENUINE PARTS CO	16,900 (-6.1%)	$1,679 (+8.6%)	0.5%	$65.22	+2.2%	COMMON STOCK	372460105
—	PHYSICIANS REALTY TRUST	11,000 (-45.0%)	$204 (-39.5%)	0.1%	$17.60	—	COMMON STOCK	71943U104
AVB	AVALONBAY COMMUNITIES INC	8,802 (-10.2%)	$1,674 (-7.3%)	0.5%	$119.90	+5.4%	COMMON STOCK	053484101
APH	AMPHENOL CORP-CL A	29,200 (-2.7%)	$1,688 (+7.7%)	0.5%	$12.16	-2.8%	COMMON STOCK	032095101
UNH	UNITEDHEALTH GROUP INC	24,900 (-12.0%)	$3,210 (-3.6%)	1.0%	$97.08	+3.9%	COMMON STOCK	91324P102
ISRG	INTUITIVE SURGICAL INC	2,800 (-15.2%)	$1,683 (-6.6%)	0.5%	$56.16	+10.3%	COMMON STOCK	46120E602
MO	ALTRIA GROUP INC	49,700 (-3.5%)	$3,114 (+3.9%)	0.9%	$27.12	+14.6%	COMMON STOCK	02209S103
MMM	3M CO	17,600 (-5.9%)	$2,933 (+4.1%)	0.9%	$92.30	+0.5%	COMMON STOCK	88579Y101
OMC	OMNICOM GROUP	20,500 (-14.6%)	$1,706 (-6.1%)	0.5%	$52.01	+3.4%	COMMON STOCK	681919106
JBHT	HUNT (JB) TRANSPRT SVCS INC	18,700 (-6.5%)	$1,575 (+7.4%)	0.5%	$68.38	+1.0%	COMMON STOCK	445658107
—	LINEAR TECHNOLOGY CORP	33,000 (-10.8%)	$1,470 (-6.4%)	0.4%	$40.35	—	COMMON STOCK	535678106
—	SELECT INCOME REIT	54,900 (-6.8%)	$1,265 (+8.4%)	0.4%	$22.15	—	COMMON STOCK	81618T100
SHW	SHERWIN-WILLIAMS CO/THE	5,900 (-3.3%)	$1,680 (+6.1%)	0.5%	$79.61	+0.3%	COMMON STOCK	824348106
PAYX	PAYCHEX INC	30,600 (-7.3%)	$1,653 (-5.3%)	0.5%	$34.10	+9.9%	COMMON STOCK	704326107
CTSH	COGNIZANT TECH SOLUTIONS-A	28,700 (-8.3%)	$1,799 (-4.3%)	0.5%	$53.92	-4.4%	COMMON STOCK	192446102
TJX	TJX COMPANIES INC	27,600 (-6.1%)	$2,162 (+3.7%)	0.7%	$30.14	+4.9%	COMMON STOCK	872540109
SBRA	SABRA HEALTH CARE REIT INC	48,600 (-5.8%)	$976 (-6.5%)	0.3%	$24.21	—	COMMON STOCK	78573L106
PPG	PPG INDUSTRIES INC	16,900 (-8.6%)	$1,884 (+3.1%)	0.6%	$84.32	-2.6%	COMMON STOCK	693506107
RMD	RESMED INC	23,200 (-10.8%)	$1,341 (-3.9%)	0.4%	$49.97	+1.0%	COMMON STOCK	761152107
—	CR BARD INC	7,700 (-3.8%)	$1,561 (+3.0%)	0.5%	$189.50	—	COMMON STOCK	067383109
TSCO	TRACTOR SUPPLY COMPANY	16,500 (-2.9%)	$1,493 (+2.7%)	0.5%	$15.20	-3.1%	COMMON STOCK	892356106
HSIC	HENRY SCHEIN INC	9,400 (-10.5%)	$1,623 (-2.3%)	0.5%	$59.46	+5.0%	COMMON STOCK	806407102
SRE	SEMPRA ENERGY	16,600 (-7.8%)	$1,727 (+2.1%)	0.5%	$35.84	-1.7%	COMMON STOCK	816851109
ADP	AUTOMATIC DATA PROCESSING	22,100 (-3.9%)	$1,983 (+1.7%)	0.6%	$63.87	+6.0%	COMMON STOCK	053015103
MKC	MCCORMICK and CO-NON VTG SHRS	16,200 (-12.4%)	$1,612 (+1.8%)	0.5%	$31.78	+17.3%	COMMON STOCK	579780206
PSA	PUBLIC STORAGE	7,813 (-11.3%)	$2,155 (-1.3%)	0.7%	$130.68	+30.1%	COMMON STOCK	74460D109
SYK	STRYKER CORP	17,200 (-14.0%)	$1,845 (-0.8%)	0.6%	$87.90	+0.3%	COMMON STOCK	863667101
HSY	HERSHEY CO/THE	16,400 (-3.5%)	$1,510 (-0.5%)	0.5%	$71.61	-1.5%	COMMON STOCK	427866108
—	CA INC	48,100 (-7.5%)	$1,481 (-0.3%)	0.4%	$27.31	—	COMMON STOCK	12673P105
CL	COLGATE-PALMOLIVE CO	31,400 (-5.7%)	$2,218 (0.0%)	0.7%	$52.52	+0.7%	COMMON STOCK	194162103

Unchanged Positions (48)

PM PHILIP MORRIS INTERNATIONAL 1.1%

Value ($000) $3,620 Shares 36,900 Est. Cost $47.96 Unrealized +16.5%

SPG SIMON PROPERTY GROUP INC 1.5%

Value ($000) $5,110 Shares 24,606 Est. Cost $111.63 Unrealized +3.8%

AAPL APPLE INC 2.4%

Value ($000) $7,880 Shares 72,300 Est. Cost $26.47 Unrealized -14.8%

DUK DUKE ENERGY CORP 0.7%

Value ($000) $2,178 Shares 27,000 Est. Cost $46.35 Unrealized +8.9%

CHRW C.H. ROBINSON WORLDWIDE INC 0.4%

Value ($000) $1,485 Shares 20,000 Est. Cost $52.89 Unrealized +2.7%

UPS UNITED PARCEL SERVICE-CL B 0.8%

Value ($000) $2,526 Shares 23,950 Est. Cost $69.25 Unrealized -2.2%

— PRAXAIR INC 0.6%

Value ($000) $1,900 Shares 16,600 Est. Cost $109.59 Unrealized —

ROST ROSS STORES INC 0.7%

Value ($000) $2,212 Shares 38,200 Est. Cost $45.47 Unrealized +10.7%

ROK ROCKWELL AUTOMATION INC 0.5%

Value ($000) $1,593 Shares 14,000 Est. Cost $86.08 Unrealized -2.5%

— NORDSTROM INC 0.3%

Value ($000) $1,144 Shares 20,000 Est. Cost $49.80 Unrealized —

SKT TANGER FACTORY OUTLET CENTER 0.4%

Value ($000) $1,255 Shares 34,500 Est. Cost $34.33 Unrealized —

CHD CHURCH and DWIGHT CO INC 0.5%

Value ($000) $1,567 Shares 17,000 Est. Cost $37.38 Unrealized +2.7%

— CIGNA CORP 0.5%

Value ($000) $1,784 Shares 13,000 Est. Cost $135.00 Unrealized —

FFIV F5 NETWORKS INC 0.4%

Value ($000) $1,376 Shares 13,000 Est. Cost $108.10 Unrealized -11.4%

EQR EQUITY RESIDENTIAL 0.4%

Value ($000) $1,234 Shares 16,453 Est. Cost $44.57 Unrealized +4.5%

EXPD EXPEDITORS INTL WASH INC 0.4%

Value ($000) $1,415 Shares 29,000 Est. Cost $42.54 Unrealized -5.0%

CPT CAMDEN PROPERTY TRUST 0.4%

Value ($000) $1,197 Shares 14,231 Est. Cost $50.53 Unrealized +2.4%

— VEREIT INC 0.3%

Value ($000) $887 Shares 100,000 Est. Cost $7.72 Unrealized —

— EMC CORP/MA 0.6%

Value ($000) $2,124 Shares 79,700 Est. Cost $25.39 Unrealized —

GLPI GAMING AND LEISURE PROPERTIE 0.2%

Value ($000) $758 Shares 24,500 Est. Cost $33.97 Unrealized —

HST HOST HOTELS and RESORTS INC 0.3%

Value ($000) $924 Shares 55,343 Est. Cost $13.43 Unrealized -24.7%

EGP EASTGROUP PROPERTIES INC 0.3%

Value ($000) $936 Shares 15,500 Est. Cost $57.33 Unrealized —

— WABCO HOLDINGS INC 0.5%

Value ($000) $1,604 Shares 15,000 Est. Cost $104.80 Unrealized —

— GENERAL GROWTH PROPERTIES 0.2%

Value ($000) $773 Shares 26,000 Est. Cost $28.18 Unrealized —

VNO VORNADO REALTY TRUST 0.3%

Value ($000) $1,061 Shares 11,237 Est. Cost $103.92 Unrealized —

HIW HIGHWOODS PROPERTIES INC 0.2%

Value ($000) $641 Shares 13,398 Est. Cost $43.12 Unrealized —

COST COSTCO WHOLESALE CORP 0.6%

Value ($000) $2,127 Shares 13,500 Est. Cost $120.27 Unrealized +6.2%

KRG KITE REALTY GROUP TRUST 0.2%

Value ($000) $787 Shares 28,400 Est. Cost $25.92 Unrealized —

— WEINGARTEN REALTY INVESTORS 0.2%

Value ($000) $650 Shares 17,314 Est. Cost $34.81 Unrealized —

— LIBERTY PROPERTY TRUST 0.2%

Value ($000) $702 Shares 20,984 Est. Cost $34.12 Unrealized —

KIM KIMCO REALTY CORP 0.2%

Value ($000) $584 Shares 20,295 Est. Cost $15.89 Unrealized +4.6%

VFC VF CORP 0.3%

Value ($000) $1,140 Shares 17,600 Est. Cost $68.87 Unrealized -15.7%

RLJ RLJ LODGING TRUST 0.2%

Value ($000) $659 Shares 28,800 Est. Cost $29.23 Unrealized —

MSFT MICROSOFT CORP 2.3%

Value ($000) $7,622 Shares 138,000 Est. Cost $39.56 Unrealized +16.5%

RMR RMR GROUP INC/THE - A 0.0%

Value ($000) $70 Shares 2,782 Est. Cost $7.12 Unrealized +55.5%

— URSTADT BIDDLE - CLASS A 0.1%

Value ($000) $356 Shares 17,000 Est. Cost $21.31 Unrealized —

BDN BRANDYWINE REALTY TRUST 0.3%

Value ($000) $835 Shares 59,500 Est. Cost $14.35 Unrealized —

CTAS CINTAS CORP 0.4%

Value ($000) $1,437 Shares 16,000 Est. Cost $20.49 Unrealized -5.4%

— CHESAPEAKE LODGING TRUST 0.1%

Value ($000) $384 Shares 14,500 Est. Cost $30.65 Unrealized —

RHI ROBERT HALF INTL INC 0.4%

Value ($000) $1,397 Shares 30,000 Est. Cost $53.82 Unrealized -22.2%

MAC MACERICH CO/THE 0.3%

Value ($000) $853 Shares 10,766 Est. Cost $81.58 Unrealized —

— HOSPITALITY PROPERTIES TRUST 0.3%

Value ($000) $884 Shares 33,266 Est. Cost $30.11 Unrealized —

— FOOT LOCKER INC 0.4%

Value ($000) $1,290 Shares 20,000 Est. Cost $65.10 Unrealized —

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

Value ($000) $1,379 Shares 14,000 Est. Cost $33.91 Unrealized -4.5%

— HEALTHCARE REALTY TRUST INC 0.0%

Value ($000) $126 Shares 4,082 Est. Cost $27.68 Unrealized —

ARE ALEXANDRIA REAL ESTATE EQUIT 0.3%

Value ($000) $1,004 Shares 11,050 Est. Cost $64.41 Unrealized -11.0%

BXP BOSTON PROPERTIES INC 0.2%

Value ($000) $739 Shares 5,814 Est. Cost $86.39 Unrealized -8.1%

INN SUMMIT HOTEL PROPERTIES INC 0.1%

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

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PM	PHILIP MORRIS INTERNATIONAL	36,900	$3,620	1.1%	$47.96	+16.5%	COMMON STOCK	718172109
SPG	SIMON PROPERTY GROUP INC	24,606	$5,110	1.5%	$111.63	+3.8%	COMMON STOCK	828806109
AAPL	APPLE INC	72,300	$7,880	2.4%	$26.47	-14.8%	COMMON STOCK	037833100
DUK	DUKE ENERGY CORP	27,000	$2,178	0.7%	$46.35	+8.9%	COMMON STOCK	26441C204
CHRW	C.H. ROBINSON WORLDWIDE INC	20,000	$1,485	0.4%	$52.89	+2.7%	COMMON STOCK	12541W209
UPS	UNITED PARCEL SERVICE-CL B	23,950	$2,526	0.8%	$69.25	-2.2%	COMMON STOCK	911312106
—	PRAXAIR INC	16,600	$1,900	0.6%	$109.59	—	COMMON STOCK	74005P104
ROST	ROSS STORES INC	38,200	$2,212	0.7%	$45.47	+10.7%	COMMON STOCK	778296103
ROK	ROCKWELL AUTOMATION INC	14,000	$1,593	0.5%	$86.08	-2.5%	COMMON STOCK	773903109
—	NORDSTROM INC	20,000	$1,144	0.3%	$49.80	—	COMMON STOCK	655664100
SKT	TANGER FACTORY OUTLET CENTER	34,500	$1,255	0.4%	$34.33	—	COMMON STOCK	875465106
CHD	CHURCH and DWIGHT CO INC	17,000	$1,567	0.5%	$37.38	+2.7%	COMMON STOCK	171340102
—	CIGNA CORP	13,000	$1,784	0.5%	$135.00	—	COMMON STOCK	125509109
FFIV	F5 NETWORKS INC	13,000	$1,376	0.4%	$108.10	-11.4%	COMMON STOCK	315616102
EQR	EQUITY RESIDENTIAL	16,453	$1,234	0.4%	$44.57	+4.5%	COMMON STOCK	29476L107
EXPD	EXPEDITORS INTL WASH INC	29,000	$1,415	0.4%	$42.54	-5.0%	COMMON STOCK	302130109
CPT	CAMDEN PROPERTY TRUST	14,231	$1,197	0.4%	$50.53	+2.4%	COMMON STOCK	133131102
—	VEREIT INC	100,000	$887	0.3%	$7.72	—	COMMON STOCK	92339V100
—	EMC CORP/MA	79,700	$2,124	0.6%	$25.39	—	COMMON STOCK	268648102
GLPI	GAMING AND LEISURE PROPERTIE	24,500	$758	0.2%	$33.97	—	COMMON STOCK	36467J108
HST	HOST HOTELS and RESORTS INC	55,343	$924	0.3%	$13.43	-24.7%	COMMON STOCK	44107P104
EGP	EASTGROUP PROPERTIES INC	15,500	$936	0.3%	$57.33	—	COMMON STOCK	277276101
—	WABCO HOLDINGS INC	15,000	$1,604	0.5%	$104.80	—	COMMON STOCK	92927K102
—	GENERAL GROWTH PROPERTIES	26,000	$773	0.2%	$28.18	—	COMMON STOCK	370023103
VNO	VORNADO REALTY TRUST	11,237	$1,061	0.3%	$103.92	—	COMMON STOCK	929042109
HIW	HIGHWOODS PROPERTIES INC	13,398	$641	0.2%	$43.12	—	COMMON STOCK	431284108
COST	COSTCO WHOLESALE CORP	13,500	$2,127	0.6%	$120.27	+6.2%	COMMON STOCK	22160K105
KRG	KITE REALTY GROUP TRUST	28,400	$787	0.2%	$25.92	—	COMMON STOCK	49803T300
—	WEINGARTEN REALTY INVESTORS	17,314	$650	0.2%	$34.81	—	COMMON STOCK	948741103
—	LIBERTY PROPERTY TRUST	20,984	$702	0.2%	$34.12	—	COMMON STOCK	531172104
KIM	KIMCO REALTY CORP	20,295	$584	0.2%	$15.89	+4.6%	COMMON STOCK	49446R109
VFC	VF CORP	17,600	$1,140	0.3%	$68.87	-15.7%	COMMON STOCK	918204108
RLJ	RLJ LODGING TRUST	28,800	$659	0.2%	$29.23	—	COMMON STOCK	74965L101
MSFT	MICROSOFT CORP	138,000	$7,622	2.3%	$39.56	+16.5%	COMMON STOCK	594918104
RMR	RMR GROUP INC/THE - A	2,782	$70	0.0%	$7.12	+55.5%	COMMON STOCK	74967R106
—	URSTADT BIDDLE - CLASS A	17,000	$356	0.1%	$21.31	—	COMMON STOCK	917286205
BDN	BRANDYWINE REALTY TRUST	59,500	$835	0.3%	$14.35	—	COMMON STOCK	105368203
CTAS	CINTAS CORP	16,000	$1,437	0.4%	$20.49	-5.4%	COMMON STOCK	172908105
—	CHESAPEAKE LODGING TRUST	14,500	$384	0.1%	$30.65	—	COMMON STOCK	165240102
RHI	ROBERT HALF INTL INC	30,000	$1,397	0.4%	$53.82	-22.2%	COMMON STOCK	770323103
MAC	MACERICH CO/THE	10,766	$853	0.3%	$81.58	—	COMMON STOCK	554382101
—	HOSPITALITY PROPERTIES TRUST	33,266	$884	0.3%	$30.11	—	COMMON STOCK	44106M102
—	FOOT LOCKER INC	20,000	$1,290	0.4%	$65.10	—	COMMON STOCK	344849104
BF/B	BROWN-FORMAN CORP-CLASS B	14,000	$1,379	0.4%	$33.91	-4.5%	COMMON STOCK	115637209
—	HEALTHCARE REALTY TRUST INC	4,082	$126	0.0%	$27.68	—	COMMON STOCK	421946104
ARE	ALEXANDRIA REAL ESTATE EQUIT	11,050	$1,004	0.3%	$64.41	-11.0%	COMMON STOCK	015271109
BXP	BOSTON PROPERTIES INC	5,814	$739	0.2%	$86.39	-8.1%	COMMON STOCK	101121101
INN	SUMMIT HOTEL PROPERTIES INC	33,700	$403	0.1%	$13.19	—	COMMON STOCK	866082100