Pensionfund PDN Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PFE	PFIZER INC	291,300	$10,257	1.4%	$21.05	0.0%	COMMON STOCK	717081103
MRK	MERCK and CO. INC.	145,500	$8,382	1.1%	$39.48	0.0%	COMMON STOCK	58933Y105
MCD	MCDONALD'S CORP	56,000	$6,739	0.9%	$99.15	0.0%	COMMON STOCK	580135101
QCOM	QUALCOMM INC	108,000	$5,786	0.8%	$40.28	0.0%	COMMON STOCK	747525103
TRV	TRAVELERS COS INC/THE	37,000	$4,404	0.6%	$91.51	0.0%	COMMON STOCK	89417E109
SPGI	SandP Global INC	40,500	$4,344	0.6%	$96.34	0.0%	COMMON STOCK	78409V104
EMR	EMERSON ELECTRIC CO	83,000	$4,329	0.6%	$41.54	0.0%	COMMON STOCK	291011104
AMAT	APPLIED MATERIALS INC	175,000	$4,195	0.6%	$19.78	0.0%	COMMON STOCK	038222105
INTU	INTUIT INC	37,000	$4,130	0.6%	$97.25	0.0%	COMMON STOCK	461202103
SYY	SYSCO CORP	78,600	$3,988	0.5%	$37.68	0.0%	COMMON STOCK	871829107
—	COACH INC	90,000	$3,667	0.5%	$40.74	—	COMMON STOCK	189754104
L	LOEWS CORP	87,800	$3,608	0.5%	$37.95	0.0%	COMMON STOCK	540424108
—	LABORATORY CRP OF AMER HLDGS	27,400	$3,569	0.5%	$130.26	—	COMMON STOCK	50540R409
—	TOTAL SYSTEM SERVICES INC	66,000	$3,505	0.5%	$53.11	—	COMMON STOCK	891906109
—	WR BERKLEY CORP	58,000	$3,475	0.5%	$59.91	—	COMMON STOCK	84423102
—	FLIR SYSTEMS INC	107,400	$3,324	0.4%	$30.95	—	COMMON STOCK	302445101
—	DARDEN RESTAURANTS INC	50,000	$3,167	0.4%	$63.34	—	COMMON STOCK	23719105
—	INFRAREIT INC	64,180	$1,126	0.2%	$17.54	—	COMMON STOCK	45685L100
—	BALL CORP	14,005	$1,012	0.1%	$72.26	—	COMMON STOCK	58498106
CDP	CORPORATE OFFICE PROPERTIES	33,000	$976	0.1%	$29.58	—	COMMON STOCK	22002T108
—	CBL and ASSOCIATES PROPERTIES	91,000	$847	0.1%	$9.31	—	COMMON STOCK	124830100
—	RAMCO-GERSHENSON PROPERTIES	22,000	$431	0.1%	$19.59	—	COMMON STOCK	751452202

Increased Positions (5)

— VEREIT INC 0.5%

Value ($000) $3,853 (+109.9%) Shares 380,000 (+83.6%) Est. Cost $8.82 Unrealized —

— Gramercy Property Trust 0.4%

Value ($000) $2,766 (+32.0%) Shares 300,000 (+21.0%) Est. Cost $8.27 Unrealized —

— NORTHSTAR REALTY FINANCE 0.2%

Value ($000) $1,852 (+35.8%) Shares 162,000 (+55.8%) Est. Cost $13.24 Unrealized —

— CARE CAPITAL PROPERTIES INC 0.3%

Value ($000) $2,350 (+17.3%) Shares 89,670 (+20.1%) Est. Cost $27.93 Unrealized —

AAPL APPLE INC 2.3%

Value ($000) $16,959 (+0.8%) Shares 177,400 (+14.9%) Est. Cost $21.10 Unrealized +7.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	VEREIT INC	380,000 (+83.6%)	$3,853 (+109.9%)	0.5%	$8.82	—	COMMON STOCK	92339V100
—	Gramercy Property Trust	300,000 (+21.0%)	$2,766 (+32.0%)	0.4%	$8.27	—	COMMON STOCK	385002100
—	NORTHSTAR REALTY FINANCE	162,000 (+55.8%)	$1,852 (+35.8%)	0.2%	$13.24	—	COMMON STOCK	66704R803
—	CARE CAPITAL PROPERTIES INC	89,670 (+20.1%)	$2,350 (+17.3%)	0.3%	$27.93	—	COMMON STOCK	141624106
AAPL	APPLE INC	177,400 (+14.9%)	$16,959 (+0.8%)	2.3%	$21.10	+7.2%	COMMON STOCK	037833100

Exited Positions (23)

WFC WELLS FARGO and CO 1.3%

Value ($000) $9,982 Shares 206,400 Est. Cost $27.89 Unrealized +33.5%

DHR DANAHER CORP 0.6%

Value ($000) $4,790 Shares 50,500 Est. Cost $36.01 Unrealized +11.3%

— EMC CORP/MA 0.6%

Value ($000) $4,520 Shares 169,600 Est. Cost $25.06 Unrealized —

NEE NEXTERA ENERGY INC 0.6%

Value ($000) $4,450 Shares 37,600 Est. Cost $14.90 Unrealized +57.7%

D DOMINION RESOURCES INC/VA 0.6%

Value ($000) $4,432 Shares 59,000 Est. Cost $46.10 Unrealized +3.6%

SYK STRYKER CORP 0.5%

Value ($000) $4,077 Shares 38,000 Est. Cost $87.90 Unrealized +14.1%

— MCGRAW HILL FINANCIAL INC 0.5%

Value ($000) $4,009 Shares 40,500 Est. Cost $86.51 Unrealized —

EIX EDISON INTERNATIONAL 0.5%

Value ($000) $3,954 Shares 55,000 Est. Cost $43.56 Unrealized +11.4%

BDX BECTON DICKINSON AND CO 0.5%

Value ($000) $3,856 Shares 25,400 Est. Cost $119.87 Unrealized +15.4%

SRE SEMPRA ENERGY 0.5%

Value ($000) $3,631 Shares 34,900 Est. Cost $35.84 Unrealized +8.8%

XEL XCEL ENERGY INC 0.5%

Value ($000) $3,597 Shares 86,000 Est. Cost $26.35 Unrealized +16.5%

ED CONSOLIDATED EDISON INC 0.5%

Value ($000) $3,586 Shares 46,800 Est. Cost $46.02 Unrealized +15.5%

— WABCO HOLDINGS INC 0.5%

Value ($000) $3,475 Shares 32,500 Est. Cost $105.05 Unrealized —

ES EVERSOURCE ENERGY 0.5%

Value ($000) $3,384 Shares 58,000 Est. Cost $38.85 Unrealized +4.5%

DVA DAVITA HEALTHCARE PARTNERS I 0.4%

Value ($000) $3,361 Shares 45,800 Est. Cost $75.83 Unrealized -0.3%

DTE DTE ENERGY COMPANY 0.4%

Value ($000) $3,354 Shares 37,000 Est. Cost $51.98 Unrealized +7.9%

LNT ALLIANT ENERGY CORP 0.4%

Value ($000) $3,328 Shares 44,800 Est. Cost $22.34 Unrealized +22.9%

PNW PINNACLE WEST CAPITAL 0.4%

Value ($000) $3,303 Shares 44,000 Est. Cost $43.53 Unrealized +17.4%

— AMEREN CORPORATION 0.4%

Value ($000) $3,257 Shares 65,000 Est. Cost $50.11 Unrealized —

— PATTERSON COS INC 0.4%

Value ($000) $3,257 Shares 70,000 Est. Cost $46.53 Unrealized —

AAP ADVANCE AUTO PARTS INC 0.4%

Value ($000) $3,207 Shares 20,000 Est. Cost $147.98 Unrealized -8.6%

SEIC SEI INVESTMENTS COMPANY 0.4%

Value ($000) $3,186 Shares 74,000 Est. Cost $44.79 Unrealized -4.9%

DAL DELTA AIR LINES INC 0.4%

Value ($000) $3,116 Shares 64,000 Est. Cost $41.37 Unrealized -8.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WFC	WELLS FARGO and CO	206,400	$9,982	1.3%	$27.89	+33.5%	—	949746101
DHR	DANAHER CORP	50,500	$4,790	0.6%	$36.01	+11.3%	—	235851102
—	EMC CORP/MA	169,600	$4,520	0.6%	$25.06	—	—	268648102
NEE	NEXTERA ENERGY INC	37,600	$4,450	0.6%	$14.90	+57.7%	—	65339F101
D	DOMINION RESOURCES INC/VA	59,000	$4,432	0.6%	$46.10	+3.6%	—	25746U109
SYK	STRYKER CORP	38,000	$4,077	0.5%	$87.90	+14.1%	—	863667101
—	MCGRAW HILL FINANCIAL INC	40,500	$4,009	0.5%	$86.51	—	—	580645109
EIX	EDISON INTERNATIONAL	55,000	$3,954	0.5%	$43.56	+11.4%	—	281020107
BDX	BECTON DICKINSON AND CO	25,400	$3,856	0.5%	$119.87	+15.4%	—	075887109
SRE	SEMPRA ENERGY	34,900	$3,631	0.5%	$35.84	+8.8%	—	816851109
XEL	XCEL ENERGY INC	86,000	$3,597	0.5%	$26.35	+16.5%	—	98389B100
ED	CONSOLIDATED EDISON INC	46,800	$3,586	0.5%	$46.02	+15.5%	—	209115104
—	WABCO HOLDINGS INC	32,500	$3,475	0.5%	$105.05	—	—	92927K102
ES	EVERSOURCE ENERGY	58,000	$3,384	0.5%	$38.85	+4.5%	—	30040W108
DVA	DAVITA HEALTHCARE PARTNERS I	45,800	$3,361	0.4%	$75.83	-0.3%	—	23918K108
DTE	DTE ENERGY COMPANY	37,000	$3,354	0.4%	$51.98	+7.9%	—	233331107
LNT	ALLIANT ENERGY CORP	44,800	$3,328	0.4%	$22.34	+22.9%	—	018802108
PNW	PINNACLE WEST CAPITAL	44,000	$3,303	0.4%	$43.53	+17.4%	—	723484101
—	AMEREN CORPORATION	65,000	$3,257	0.4%	$50.11	—	—	23608102
—	PATTERSON COS INC	70,000	$3,257	0.4%	$46.53	—	—	703395103
AAP	ADVANCE AUTO PARTS INC	20,000	$3,207	0.4%	$147.98	-8.6%	—	00751Y106
SEIC	SEI INVESTMENTS COMPANY	74,000	$3,186	0.4%	$44.79	-4.9%	—	784117103
DAL	DELTA AIR LINES INC	64,000	$3,116	0.4%	$41.37	-8.7%	—	247361702

Decreased Positions (8)

AMH AMERICAN HOMES 4 RENT- A 0.1%

Value ($000) $696 (-59.1%) Shares 34,000 (-68.2%) Est. Cost $15.90 Unrealized —

— MONOGRAM RESIDENTIAL TRUST I 0.1%

Value ($000) $762 (-49.8%) Shares 74,625 (-51.5%) Est. Cost $9.86 Unrealized —

UDR UDR INC 0.2%

Value ($000) $1,306 (-36.5%) Shares 35,367 (-33.7%) Est. Cost $15.84 Unrealized +60.7%

— CYRUSONE INC 0.1%

Value ($000) $434 (-52.0%) Shares 7,800 (-60.6%) Est. Cost $29.44 Unrealized —

CPT CAMDEN PROPERTY TRUST 0.4%

Value ($000) $2,685 (-14.5%) Shares 30,369 (-18.7%) Est. Cost $46.09 Unrealized +23.9%

— SILVER BAY REALTY TRUST CORP 0.1%

Value ($000) $511 (-42.6%) Shares 30,000 (-50.0%) Est. Cost $14.85 Unrealized —

GLPI GAMING AND LEISURE PROPERTIE 0.2%

Value ($000) $1,655 (-16.4%) Shares 48,000 (-25.0%) Est. Cost $29.35 Unrealized —

— COLONY STARWOOD HOMES 0.1%

Value ($000) $1,095 (+16.4%) Shares 36,000 (-5.3%) Est. Cost $24.76 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMH	AMERICAN HOMES 4 RENT- A	34,000 (-68.2%)	$696 (-59.1%)	0.1%	$15.90	—	COMMON STOCK	02665T306
—	MONOGRAM RESIDENTIAL TRUST I	74,625 (-51.5%)	$762 (-49.8%)	0.1%	$9.86	—	COMMON STOCK	60979P105
UDR	UDR INC	35,367 (-33.7%)	$1,306 (-36.5%)	0.2%	$15.84	+60.7%	COMMON STOCK	902653104
—	CYRUSONE INC	7,800 (-60.6%)	$434 (-52.0%)	0.1%	$29.44	—	COMMON STOCK	23283R100
CPT	CAMDEN PROPERTY TRUST	30,369 (-18.7%)	$2,685 (-14.5%)	0.4%	$46.09	+23.9%	COMMON STOCK	133131102
—	SILVER BAY REALTY TRUST CORP	30,000 (-50.0%)	$511 (-42.6%)	0.1%	$14.85	—	COMMON STOCK	82735Q102
GLPI	GAMING AND LEISURE PROPERTIE	48,000 (-25.0%)	$1,655 (-16.4%)	0.2%	$29.35	—	COMMON STOCK	36467J108
—	COLONY STARWOOD HOMES	36,000 (-5.3%)	$1,095 (+16.4%)	0.1%	$24.76	—	COMMON STOCK	19625X102

Unchanged Positions (160)

MSFT MICROSOFT CORP 2.0%

Value ($000) $14,747 Shares 288,200 Est. Cost $33.54 Unrealized +37.1%

— NORDSTROM INC 0.3%

Value ($000) $2,264 Shares 59,500 Est. Cost $52.23 Unrealized —

T ATandT INC 1.5%

Value ($000) $11,451 Shares 265,000 Est. Cost $12.32 Unrealized +22.6%

— MICHAEL KORS HOLDINGS LTD 2.2%

Value ($000) $16,207 Shares 207,850 Est. Cost $59.24 Unrealized —

BMY BRISTOL-MYERS SQUIBB CO 0.9%

Value ($000) $6,987 Shares 95,000 Est. Cost $44.80 Unrealized +12.7%

VTR VENTAS INC 0.8%

Value ($000) $5,693 Shares 78,182 Est. Cost $44.48 Unrealized -2.3%

HSY HERSHEY CO/THE 0.5%

Value ($000) $3,915 Shares 34,500 Est. Cost $72.09 Unrealized +3.2%

GOOGL ALPHABET INC-CL A 1.1%

Value ($000) $8,590 Shares 12,210 Est. Cost $32.37 Unrealized +12.5%

SWKS SKYWORKS SOLUTIONS INC 0.4%

Value ($000) $2,943 Shares 46,500 Est. Cost $63.97 Unrealized -13.2%

PII POLARIS INDUSTRIES INC 0.4%

Value ($000) $3,279 Shares 40,100 Est. Cost $98.26 Unrealized -9.8%

UNH UNITEDHEALTH GROUP INC 1.0%

Value ($000) $7,597 Shares 53,800 Est. Cost $65.43 Unrealized +74.5%

MO ALTRIA GROUP INC 1.0%

Value ($000) $7,241 Shares 105,000 Est. Cost $19.82 Unrealized +67.6%

DLR DIGITAL REALTY TRUST INC 0.5%

Value ($000) $3,444 Shares 31,600 Est. Cost $37.62 Unrealized +80.3%

GILD GILEAD SCIENCES INC 0.8%

Value ($000) $6,348 Shares 76,100 Est. Cost $65.39 Unrealized -4.0%

SPG SIMON PROPERTY GROUP INC 1.9%

Value ($000) $14,209 Shares 65,508 Est. Cost $89.25 Unrealized +39.1%

— SENIOR HOUSING PROP TRUST 0.6%

Value ($000) $4,231 Shares 203,100 Est. Cost $19.32 Unrealized —

GOOG ALPHABET INC-CL C 1.0%

Value ($000) $7,821 Shares 11,300 Est. Cost $30.63 Unrealized +16.4%

— CR BARD INC 0.5%

Value ($000) $4,045 Shares 17,200 Est. Cost $190.36 Unrealized —

RHI ROBERT HALF INTL INC 0.3%

Value ($000) $2,473 Shares 64,800 Est. Cost $52.93 Unrealized -22.8%

NKE NIKE INC -CL B 0.6%

Value ($000) $4,703 Shares 85,200 Est. Cost $53.13 Unrealized -5.3%

AFL AFLAC INC 0.6%

Value ($000) $4,200 Shares 58,200 Est. Cost $22.89 Unrealized +19.1%

MRSH MARSH and MCLENNAN COS 0.6%

Value ($000) $4,635 Shares 67,700 Est. Cost $47.89 Unrealized +14.1%

CVS CVS HEALTH CORP 0.8%

Value ($000) $6,118 Shares 63,900 Est. Cost $48.29 Unrealized +54.3%

HRL HORMEL FOODS CORP 0.4%

Value ($000) $2,782 Shares 76,000 Est. Cost $26.90 Unrealized +9.7%

UNP UNION PACIFIC CORP 0.8%

Value ($000) $5,663 Shares 64,900 Est. Cost $67.67 Unrealized +0.8%

CNC CENTENE CORP 0.5%

Value ($000) $3,569 Shares 50,000 Est. Cost $29.85 Unrealized +5.2%

TXN TEXAS INSTRUMENTS INC 0.7%

Value ($000) $5,325 Shares 85,000 Est. Cost $40.51 Unrealized +12.7%

— SELECT INCOME REIT 0.5%

Value ($000) $3,893 Shares 149,800 Est. Cost $26.33 Unrealized —

— BED BATH and BEYOND INC 0.4%

Value ($000) $2,939 Shares 68,000 Est. Cost $48.63 Unrealized —

PSA PUBLIC STORAGE 0.7%

Value ($000) $5,386 Shares 21,074 Est. Cost $97.16 Unrealized +79.3%

EPR EPR PROPERTIES 0.3%

Value ($000) $2,445 Shares 30,300 Est. Cost $51.02 Unrealized —

BDN BRANDYWINE REALTY TRUST 0.3%

Value ($000) $2,577 Shares 153,400 Est. Cost $13.60 Unrealized —

AYI ACUITY BRANDS INC 0.5%

Value ($000) $3,471 Shares 14,000 Est. Cost $199.80 Unrealized +21.1%

— FOOT LOCKER INC 0.3%

Value ($000) $2,364 Shares 43,100 Est. Cost $65.06 Unrealized —

MA MASTERCARD INC-CLASS A 0.8%

Value ($000) $5,636 Shares 64,000 Est. Cost $89.14 Unrealized +1.3%

— TORCHMARK CORP 0.4%

Value ($000) $3,326 Shares 53,800 Est. Cost $56.38 Unrealized —

PLD PROLOGIS INC 0.6%

Value ($000) $4,119 Shares 84,000 Est. Cost $29.27 Unrealized +22.0%

ARE ALEXANDRIA REAL ESTATE EQUIT 0.4%

Value ($000) $3,333 Shares 32,200 Est. Cost $45.03 Unrealized +50.6%

— HCP INC 0.7%

Value ($000) $5,080 Shares 143,593 Est. Cost $40.87 Unrealized —

EFX EQUIFAX INC 0.5%

Value ($000) $3,595 Shares 28,000 Est. Cost $95.83 Unrealized +15.5%

LUV SOUTHWEST AIRLINES CO 0.4%

Value ($000) $2,745 Shares 70,000 Est. Cost $36.21 Unrealized +5.3%

CHD CHURCH and DWIGHT CO INC 0.5%

Value ($000) $3,601 Shares 35,000 Est. Cost $37.38 Unrealized +13.9%

DG DOLLAR GENERAL CORP 0.6%

Value ($000) $4,136 Shares 44,000 Est. Cost $66.81 Unrealized +14.0%

— LIBERTY PROPERTY TRUST 0.3%

Value ($000) $2,347 Shares 59,096 Est. Cost $36.96 Unrealized —

PAYX PAYCHEX INC 0.5%

Value ($000) $3,987 Shares 67,000 Est. Cost $34.10 Unrealized +17.8%

EGP EASTGROUP PROPERTIES INC 0.4%

Value ($000) $2,964 Shares 43,000 Est. Cost $57.86 Unrealized —

HD HOME DEPOT INC 1.1%

Value ($000) $7,917 Shares 62,000 Est. Cost $62.49 Unrealized +68.0%

— DUKE REALTY CORP 0.3%

Value ($000) $2,267 Shares 85,024 Est. Cost $17.58 Unrealized —

ISRG INTUITIVE SURGICAL INC 0.5%

Value ($000) $3,836 Shares 5,800 Est. Cost $56.16 Unrealized +25.3%

STAG STAG INDUSTRIAL INC 0.3%

Value ($000) $2,393 Shares 100,500 Est. Cost $19.62 Unrealized —

WELL WELLTOWER INC 0.5%

Value ($000) $3,805 Shares 49,953 Est. Cost $44.65 Unrealized +10.9%

SKT TANGER FACTORY OUTLET CENTER 0.5%

Value ($000) $3,576 Shares 89,000 Est. Cost $33.85 Unrealized —

CTSH COGNIZANT TECH SOLUTIONS-A 0.5%

Value ($000) $3,457 Shares 60,400 Est. Cost $42.96 Unrealized +24.7%

VZ VERIZON COMMUNICATIONS INC 1.4%

Value ($000) $10,330 Shares 185,000 Est. Cost $30.04 Unrealized +4.8%

BIIB BIOGEN INC 0.6%

Value ($000) $4,232 Shares 17,500 Est. Cost $230.33 Unrealized +14.4%

MMM 3M CO 0.9%

Value ($000) $6,585 Shares 37,600 Est. Cost $71.80 Unrealized +42.7%

CLX CLOROX COMPANY 0.5%

Value ($000) $3,598 Shares 26,000 Est. Cost $96.11 Unrealized +2.7%

— CERNER CORP 0.4%

Value ($000) $3,328 Shares 56,800 Est. Cost $58.38 Unrealized —

WEC WEC ENERGY GROUP INC 0.5%

Value ($000) $3,787 Shares 58,000 Est. Cost $40.72 Unrealized +8.3%

DUK DUKE ENERGY CORP 0.7%

Value ($000) $4,933 Shares 57,500 Est. Cost $46.61 Unrealized +15.5%

CTAS CINTAS CORP 0.5%

Value ($000) $3,425 Shares 34,900 Est. Cost $20.40 Unrealized +2.0%

EQR EQUITY RESIDENTIAL 0.4%

Value ($000) $3,227 Shares 46,856 Est. Cost $31.42 Unrealized +47.5%

PM PHILIP MORRIS INTERNATIONAL 1.1%

Value ($000) $7,985 Shares 78,500 Est. Cost $49.71 Unrealized +23.5%

RMD RESMED INC 0.4%

Value ($000) $3,288 Shares 52,000 Est. Cost $49.97 Unrealized +5.7%

PCG P G and E CORP 0.6%

Value ($000) $4,155 Shares 65,000 Est. Cost $52.19 Unrealized +8.3%

LEA LEAR CORP 0.4%

Value ($000) $2,951 Shares 29,000 Est. Cost $88.18 Unrealized +6.4%

PPG PPG INDUSTRIES INC 0.5%

Value ($000) $3,749 Shares 36,000 Est. Cost $84.32 Unrealized +8.6%

— CIGNA CORP 0.5%

Value ($000) $3,622 Shares 28,300 Est. Cost $135.14 Unrealized —

— PEOPLE'S UNITED FINANCIAL 0.4%

Value ($000) $2,932 Shares 200,000 Est. Cost $16.08 Unrealized —

— DR PEPPER SNAPPLE GROUP INC 0.4%

Value ($000) $3,334 Shares 34,500 Est. Cost $93.21 Unrealized —

— SCANA CORP 0.5%

Value ($000) $3,405 Shares 45,000 Est. Cost $70.16 Unrealized —

ADC AGREE REALTY CORP 0.2%

Value ($000) $1,219 Shares 25,260 Est. Cost $29.67 Unrealized —

MKC MCCORMICK and CO-NON VTG SHRS 0.5%

Value ($000) $3,648 Shares 34,200 Est. Cost $28.59 Unrealized +42.2%

FFIV F5 NETWORKS INC 0.5%

Value ($000) $3,506 Shares 30,800 Est. Cost $106.19 Unrealized +1.2%

SBUX STARBUCKS CORP 0.7%

Value ($000) $5,175 Shares 90,600 Est. Cost $33.68 Unrealized +37.9%

LOW LOWE'S COS INC 0.7%

Value ($000) $5,384 Shares 68,000 Est. Cost $56.94 Unrealized +13.8%

— AMERICAN ELECTRIC POWER 0.6%

Value ($000) $4,416 Shares 63,000 Est. Cost $66.40 Unrealized —

V VISA INC-CLASS A SHARES 1.0%

Value ($000) $7,454 Shares 100,500 Est. Cost $70.84 Unrealized +3.3%

AVB AVALONBAY COMMUNITIES INC 0.6%

Value ($000) $4,243 Shares 23,520 Est. Cost $85.93 Unrealized +51.1%

— KELLOGG CO 0.5%

Value ($000) $3,625 Shares 44,400 Est. Cost $39.93 Unrealized +27.5%

WAT WATERS CORP 0.5%

Value ($000) $3,544 Shares 25,200 Est. Cost $127.49 Unrealized +6.1%

AJG ARTHUR J GALLAGHER and CO 0.4%

Value ($000) $3,332 Shares 70,000 Est. Cost $33.74 Unrealized +17.2%

— CA INC 0.4%

Value ($000) $3,349 Shares 102,000 Est. Cost $27.30 Unrealized —

— HOSPITALITY PROPERTIES TRUST 0.4%

Value ($000) $2,633 Shares 91,434 Est. Cost $27.41 Unrealized —

MAC MACERICH CO/THE 0.4%

Value ($000) $2,733 Shares 32,007 Est. Cost $60.58 Unrealized —

CAH CARDINAL HEALTH INC 0.5%

Value ($000) $3,744 Shares 48,000 Est. Cost $61.18 Unrealized -1.5%

MTD METTLER-TOLEDO INTERNATIONAL 0.5%

Value ($000) $3,430 Shares 9,400 Est. Cost $316.01 Unrealized +15.6%

VFC VF CORP 0.4%

Value ($000) $3,314 Shares 53,900 Est. Cost $53.88 Unrealized +9.8%

CL COLGATE-PALMOLIVE CO 0.7%

Value ($000) $4,926 Shares 67,300 Est. Cost $48.89 Unrealized +16.4%

— PRICELINE GROUP INC/THE 0.7%

Value ($000) $5,181 Shares 4,150 Est. Cost $1117.03 Unrealized —

— CHESAPEAKE LODGING TRUST 0.2%

Value ($000) $1,197 Shares 51,500 Est. Cost $22.49 Unrealized —

— SL GREEN REALTY CORP 0.2%

Value ($000) $1,802 Shares 16,923 Est. Cost $92.30 Unrealized —

VNO VORNADO REALTY TRUST 0.4%

Value ($000) $2,780 Shares 27,765 Est. Cost $82.84 Unrealized —

HIW HIGHWOODS PROPERTIES INC 0.2%

Value ($000) $1,626 Shares 30,802 Est. Cost $35.61 Unrealized —

SO SOUTHERN CO/THE 0.6%

Value ($000) $4,285 Shares 79,900 Est. Cost $26.97 Unrealized +24.7%

KIM KIMCO REALTY CORP 0.2%

Value ($000) $1,812 Shares 57,731 Est. Cost $12.61 Unrealized +41.8%

— WEINGARTEN REALTY INVESTORS 0.2%

Value ($000) $1,851 Shares 45,336 Est. Cost $30.78 Unrealized —

— UNITED TECHNOLOGIES CORP 0.8%

Value ($000) $6,153 Shares 60,000 Est. Cost $100.10 Unrealized —

— LINEAR TECHNOLOGY CORP 0.4%

Value ($000) $3,304 Shares 71,000 Est. Cost $40.36 Unrealized —

JBHT HUNT (JB) TRANSPRT SVCS INC 0.4%

Value ($000) $3,237 Shares 40,000 Est. Cost $68.38 Unrealized +10.4%

EL ESTEE LAUDER COMPANIES-CL A 0.5%

Value ($000) $3,522 Shares 38,700 Est. Cost $60.36 Unrealized +36.7%

UTHR UNITED THERAPEUTICS CORP 0.3%

Value ($000) $2,436 Shares 23,000 Est. Cost $155.10 Unrealized -28.1%

— AMERICAN CAMPUS COMMUNITIES 0.2%

Value ($000) $1,137 Shares 21,500 Est. Cost $37.00 Unrealized —

DKS DICK'S SPORTING GOODS INC 0.4%

Value ($000) $3,280 Shares 72,800 Est. Cost $31.61 Unrealized +5.3%

— AVERY DENNISON CORP 0.5%

Value ($000) $3,364 Shares 45,000 Est. Cost $72.11 Unrealized —

DIS WALT DISNEY CO/THE 1.0%

Value ($000) $7,757 Shares 79,300 Est. Cost $69.31 Unrealized +33.0%

SHW SHERWIN-WILLIAMS CO/THE 0.5%

Value ($000) $3,818 Shares 13,000 Est. Cost $79.61 Unrealized +12.0%

UPS UNITED PARCEL SERVICE-CL B 0.7%

Value ($000) $5,483 Shares 50,900 Est. Cost $62.45 Unrealized +17.0%

RLJ RLJ LODGING TRUST 0.2%

Value ($000) $1,699 Shares 79,200 Est. Cost $23.24 Unrealized —

INN SUMMIT HOTEL PROPERTIES INC 0.2%

Value ($000) $1,178 Shares 89,000 Est. Cost $14.07 Unrealized —

INTC INTEL CORP 1.0%

Value ($000) $7,751 Shares 236,300 Est. Cost $19.31 Unrealized +30.1%

— DCT INDUSTRIAL TRUST INC 0.1%

Value ($000) $578 Shares 12,025 Est. Cost $33.65 Unrealized —

ADP AUTOMATIC DATA PROCESSING 0.6%

Value ($000) $4,318 Shares 47,000 Est. Cost $63.87 Unrealized +12.4%

— DUPONT FABROS TECHNOLOGY 0.1%

Value ($000) $666 Shares 14,000 Est. Cost $32.68 Unrealized —

ESRT EMPIRE STATE REALTY TRUST-A 0.2%

Value ($000) $1,253 Shares 66,000 Est. Cost $17.53 Unrealized —

GWW WW GRAINGER INC 0.5%

Value ($000) $3,500 Shares 15,400 Est. Cost $188.43 Unrealized +4.1%

BRX BRIXMOR PROPERTY GROUP INC 0.4%

Value ($000) $2,937 Shares 111,000 Est. Cost $25.62 Unrealized —

HSIC HENRY SCHEIN INC 0.5%

Value ($000) $3,624 Shares 20,500 Est. Cost $59.46 Unrealized +13.7%

— VARIAN MEDICAL SYSTEMS INC 0.4%

Value ($000) $3,125 Shares 38,000 Est. Cost $73.79 Unrealized —

BXP BOSTON PROPERTIES INC 0.3%

Value ($000) $2,165 Shares 16,417 Est. Cost $64.00 Unrealized +34.9%

OMC OMNICOM GROUP 0.5%

Value ($000) $3,586 Shares 44,000 Est. Cost $52.01 Unrealized +14.7%

ROST ROSS STORES INC 0.5%

Value ($000) $3,509 Shares 61,900 Est. Cost $38.23 Unrealized +32.1%

HST HOST HOTELS and RESORTS INC 0.3%

Value ($000) $2,448 Shares 150,998 Est. Cost $10.74 Unrealized -0.3%

MAA MID-AMERICA APARTMENT COMM 0.2%

Value ($000) $1,841 Shares 17,300 Est. Cost $43.58 Unrealized +65.3%

— PRAXAIR INC 0.5%

Value ($000) $3,866 Shares 34,400 Est. Cost $117.96 Unrealized —

SBRA SABRA HEALTH CARE REIT INC 0.4%

Value ($000) $2,691 Shares 130,400 Est. Cost $24.06 Unrealized —

— APARTMENT INVT and MGMT CO -A 0.2%

Value ($000) $1,325 Shares 30,000 Est. Cost $41.83 Unrealized —

ITW ILLINOIS TOOL WORKS 0.6%

Value ($000) $4,114 Shares 39,500 Est. Cost $68.35 Unrealized +21.9%

GPC GENUINE PARTS CO 0.5%

Value ($000) $3,645 Shares 36,000 Est. Cost $65.22 Unrealized +12.5%

TJX TJX COMPANIES INC 0.6%

Value ($000) $4,564 Shares 59,100 Est. Cost $29.40 Unrealized +13.4%

KRC KILROY REALTY CORP 0.1%

Value ($000) $862 Shares 13,000 Est. Cost $61.85 Unrealized —

CSCO CISCO SYSTEMS INC 1.0%

Value ($000) $7,459 Shares 260,000 Est. Cost $18.95 Unrealized +10.1%

— CITRIX SYSTEMS INC 0.4%

Value ($000) $3,043 Shares 38,000 Est. Cost $78.58 Unrealized —

— PHYSICIANS REALTY TRUST 0.1%

Value ($000) $483 Shares 23,000 Est. Cost $13.94 Unrealized —

ESS ESSEX PROPERTY TRUST INC 0.3%

Value ($000) $2,007 Shares 8,800 Est. Cost $127.99 Unrealized +26.7%

— NEW SENIOR INVESTMENT GROUP 0.2%

Value ($000) $1,314 Shares 123,000 Est. Cost $10.30 Unrealized —

— TAUBMAN CENTERS INC 0.2%

Value ($000) $1,187 Shares 16,000 Est. Cost $71.25 Unrealized —

RMR RMR GROUP INC/THE - A 0.0%

Value ($000) $238 Shares 7,684 Est. Cost $7.12 Unrealized +100.8%

— HEALTHCARE REALTY TRUST INC 0.1%

Value ($000) $374 Shares 10,682 Est. Cost $25.50 Unrealized —

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

Value ($000) $3,113 Shares 31,200 Est. Cost $33.80 Unrealized -3.8%

ROK ROCKWELL AUTOMATION INC 0.5%

Value ($000) $3,709 Shares 32,300 Est. Cost $85.80 Unrealized +11.2%

ORLY O'REILLY AUTOMOTIVE INC 0.5%

Value ($000) $3,606 Shares 13,300 Est. Cost $17.32 Unrealized +2.1%

— LASALLE HOTEL PROPERTIES 0.1%

Value ($000) $462 Shares 19,600 Est. Cost $24.70 Unrealized —

PPL PPL CORP 0.5%

Value ($000) $3,964 Shares 105,000 Est. Cost $22.88 Unrealized +8.2%

— POST PROPERTIES INC 0.2%

Value ($000) $1,526 Shares 25,000 Est. Cost $59.76 Unrealized —

APH AMPHENOL CORP-CL A 0.5%

Value ($000) $3,612 Shares 63,000 Est. Cost $12.16 Unrealized +8.0%

— RETAIL OPPORTUNITY INVESTMEN 0.1%

Value ($000) $379 Shares 17,500 Est. Cost $13.90 Unrealized —

KRG KITE REALTY GROUP TRUST 0.3%

Value ($000) $2,214 Shares 79,000 Est. Cost $25.92 Unrealized —

TSCO TRACTOR SUPPLY COMPANY 0.4%

Value ($000) $3,100 Shares 34,000 Est. Cost $15.20 Unrealized +5.4%

TROW T ROWE PRICE GROUP INC 0.5%

Value ($000) $3,393 Shares 46,500 Est. Cost $50.99 Unrealized +2.8%

— INTERPUBLIC GROUP OF COS INC 0.4%

Value ($000) $3,026 Shares 131,000 Est. Cost $15.38 Unrealized +5.9%

COST COSTCO WHOLESALE CORP 0.7%

Value ($000) $4,900 Shares 31,200 Est. Cost $99.53 Unrealized +28.6%

EXPD EXPEDITORS INTL WASH INC 0.4%

Value ($000) $3,197 Shares 65,200 Est. Cost $42.31 Unrealized +1.5%

SNA SNAP-ON INC 0.4%

Value ($000) $2,841 Shares 18,000 Est. Cost $130.90 Unrealized -3.9%

AZO AUTOZONE INC 0.5%

Value ($000) $3,572 Shares 4,500 Est. Cost $763.07 Unrealized +1.0%

— QUINTILES TRANSNATIONAL HOLD 0.4%

Value ($000) $3,201 Shares 49,000 Est. Cost $65.10 Unrealized —

— GENERAL GROWTH PROPERTIES 0.3%

Value ($000) $2,550 Shares 85,500 Est. Cost $22.17 Unrealized —

ORCL ORACLE CORP 1.0%

Value ($000) $7,482 Shares 182,800 Est. Cost $28.34 Unrealized +22.0%

— COUSINS PROPERTIES INC 0.3%

Value ($000) $2,454 Shares 236,000 Est. Cost $10.38 Unrealized —

CHRW C.H. ROBINSON WORLDWIDE INC 0.5%

Value ($000) $3,416 Shares 46,000 Est. Cost $53.05 Unrealized +9.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	288,200	$14,747	2.0%	$33.54	+37.1%	COMMON STOCK	594918104
—	NORDSTROM INC	59,500	$2,264	0.3%	$52.23	—	COMMON STOCK	655664100
T	ATandT INC	265,000	$11,451	1.5%	$12.32	+22.6%	COMMON STOCK	00206R102
—	MICHAEL KORS HOLDINGS LTD	207,850	$16,207	2.2%	$59.24	—	COMMON STOCK	000000000
BMY	BRISTOL-MYERS SQUIBB CO	95,000	$6,987	0.9%	$44.80	+12.7%	COMMON STOCK	110122108
VTR	VENTAS INC	78,182	$5,693	0.8%	$44.48	-2.3%	COMMON STOCK	92276F100
HSY	HERSHEY CO/THE	34,500	$3,915	0.5%	$72.09	+3.2%	COMMON STOCK	427866108
GOOGL	ALPHABET INC-CL A	12,210	$8,590	1.1%	$32.37	+12.5%	COMMON STOCK	02079K305
SWKS	SKYWORKS SOLUTIONS INC	46,500	$2,943	0.4%	$63.97	-13.2%	COMMON STOCK	83088M102
PII	POLARIS INDUSTRIES INC	40,100	$3,279	0.4%	$98.26	-9.8%	COMMON STOCK	731068102
UNH	UNITEDHEALTH GROUP INC	53,800	$7,597	1.0%	$65.43	+74.5%	COMMON STOCK	91324P102
MO	ALTRIA GROUP INC	105,000	$7,241	1.0%	$19.82	+67.6%	COMMON STOCK	02209S103
DLR	DIGITAL REALTY TRUST INC	31,600	$3,444	0.5%	$37.62	+80.3%	COMMON STOCK	253868103
GILD	GILEAD SCIENCES INC	76,100	$6,348	0.8%	$65.39	-4.0%	COMMON STOCK	375558103
SPG	SIMON PROPERTY GROUP INC	65,508	$14,209	1.9%	$89.25	+39.1%	COMMON STOCK	828806109
—	SENIOR HOUSING PROP TRUST	203,100	$4,231	0.6%	$19.32	—	COMMON STOCK	81721M109
GOOG	ALPHABET INC-CL C	11,300	$7,821	1.0%	$30.63	+16.4%	COMMON STOCK	02079K107
—	CR BARD INC	17,200	$4,045	0.5%	$190.36	—	COMMON STOCK	067383109
RHI	ROBERT HALF INTL INC	64,800	$2,473	0.3%	$52.93	-22.8%	COMMON STOCK	770323103
NKE	NIKE INC -CL B	85,200	$4,703	0.6%	$53.13	-5.3%	COMMON STOCK	654106103
AFL	AFLAC INC	58,200	$4,200	0.6%	$22.89	+19.1%	COMMON STOCK	001055102
MRSH	MARSH and MCLENNAN COS	67,700	$4,635	0.6%	$47.89	+14.1%	COMMON STOCK	571748102
CVS	CVS HEALTH CORP	63,900	$6,118	0.8%	$48.29	+54.3%	COMMON STOCK	126650100
HRL	HORMEL FOODS CORP	76,000	$2,782	0.4%	$26.90	+9.7%	COMMON STOCK	440452100
UNP	UNION PACIFIC CORP	64,900	$5,663	0.8%	$67.67	+0.8%	COMMON STOCK	907818108
CNC	CENTENE CORP	50,000	$3,569	0.5%	$29.85	+5.2%	COMMON STOCK	15135B101
TXN	TEXAS INSTRUMENTS INC	85,000	$5,325	0.7%	$40.51	+12.7%	COMMON STOCK	882508104
—	SELECT INCOME REIT	149,800	$3,893	0.5%	$26.33	—	COMMON STOCK	81618T100
—	BED BATH and BEYOND INC	68,000	$2,939	0.4%	$48.63	—	COMMON STOCK	075896100
PSA	PUBLIC STORAGE	21,074	$5,386	0.7%	$97.16	+79.3%	COMMON STOCK	74460D109
EPR	EPR PROPERTIES	30,300	$2,445	0.3%	$51.02	—	COMMON STOCK	26884U109
BDN	BRANDYWINE REALTY TRUST	153,400	$2,577	0.3%	$13.60	—	COMMON STOCK	105368203
AYI	ACUITY BRANDS INC	14,000	$3,471	0.5%	$199.80	+21.1%	COMMON STOCK	00508Y102
—	FOOT LOCKER INC	43,100	$2,364	0.3%	$65.06	—	COMMON STOCK	344849104
MA	MASTERCARD INC-CLASS A	64,000	$5,636	0.8%	$89.14	+1.3%	COMMON STOCK	57636Q104
—	TORCHMARK CORP	53,800	$3,326	0.4%	$56.38	—	COMMON STOCK	891027104
PLD	PROLOGIS INC	84,000	$4,119	0.6%	$29.27	+22.0%	COMMON STOCK	74340W103
ARE	ALEXANDRIA REAL ESTATE EQUIT	32,200	$3,333	0.4%	$45.03	+50.6%	COMMON STOCK	015271109
—	HCP INC	143,593	$5,080	0.7%	$40.87	—	COMMON STOCK	40414L109
EFX	EQUIFAX INC	28,000	$3,595	0.5%	$95.83	+15.5%	COMMON STOCK	294429105
LUV	SOUTHWEST AIRLINES CO	70,000	$2,745	0.4%	$36.21	+5.3%	COMMON STOCK	844741108
CHD	CHURCH and DWIGHT CO INC	35,000	$3,601	0.5%	$37.38	+13.9%	COMMON STOCK	171340102
DG	DOLLAR GENERAL CORP	44,000	$4,136	0.6%	$66.81	+14.0%	COMMON STOCK	256677105
—	LIBERTY PROPERTY TRUST	59,096	$2,347	0.3%	$36.96	—	COMMON STOCK	531172104
PAYX	PAYCHEX INC	67,000	$3,987	0.5%	$34.10	+17.8%	COMMON STOCK	704326107
EGP	EASTGROUP PROPERTIES INC	43,000	$2,964	0.4%	$57.86	—	COMMON STOCK	277276101
HD	HOME DEPOT INC	62,000	$7,917	1.1%	$62.49	+68.0%	COMMON STOCK	437076102
—	DUKE REALTY CORP	85,024	$2,267	0.3%	$17.58	—	COMMON STOCK	264411505
ISRG	INTUITIVE SURGICAL INC	5,800	$3,836	0.5%	$56.16	+25.3%	COMMON STOCK	46120E602
STAG	STAG INDUSTRIAL INC	100,500	$2,393	0.3%	$19.62	—	COMMON STOCK	85254J102
WELL	WELLTOWER INC	49,953	$3,805	0.5%	$44.65	+10.9%	COMMON STOCK	95040Q104
SKT	TANGER FACTORY OUTLET CENTER	89,000	$3,576	0.5%	$33.85	—	COMMON STOCK	875465106
CTSH	COGNIZANT TECH SOLUTIONS-A	60,400	$3,457	0.5%	$42.96	+24.7%	COMMON STOCK	192446102
VZ	VERIZON COMMUNICATIONS INC	185,000	$10,330	1.4%	$30.04	+4.8%	COMMON STOCK	92343V104
BIIB	BIOGEN INC	17,500	$4,232	0.6%	$230.33	+14.4%	COMMON STOCK	09062X103
MMM	3M CO	37,600	$6,585	0.9%	$71.80	+42.7%	COMMON STOCK	88579Y101
CLX	CLOROX COMPANY	26,000	$3,598	0.5%	$96.11	+2.7%	COMMON STOCK	189054109
—	CERNER CORP	56,800	$3,328	0.4%	$58.38	—	COMMON STOCK	156782104
WEC	WEC ENERGY GROUP INC	58,000	$3,787	0.5%	$40.72	+8.3%	COMMON STOCK	92939U106
DUK	DUKE ENERGY CORP	57,500	$4,933	0.7%	$46.61	+15.5%	COMMON STOCK	26441C204
CTAS	CINTAS CORP	34,900	$3,425	0.5%	$20.40	+2.0%	COMMON STOCK	172908105
EQR	EQUITY RESIDENTIAL	46,856	$3,227	0.4%	$31.42	+47.5%	COMMON STOCK	29476L107
PM	PHILIP MORRIS INTERNATIONAL	78,500	$7,985	1.1%	$49.71	+23.5%	COMMON STOCK	718172109
RMD	RESMED INC	52,000	$3,288	0.4%	$49.97	+5.7%	COMMON STOCK	761152107
PCG	P G and E CORP	65,000	$4,155	0.6%	$52.19	+8.3%	COMMON STOCK	69331C108
LEA	LEAR CORP	29,000	$2,951	0.4%	$88.18	+6.4%	COMMON STOCK	521865204
PPG	PPG INDUSTRIES INC	36,000	$3,749	0.5%	$84.32	+8.6%	COMMON STOCK	693506107
—	CIGNA CORP	28,300	$3,622	0.5%	$135.14	—	COMMON STOCK	125509109
—	PEOPLE'S UNITED FINANCIAL	200,000	$2,932	0.4%	$16.08	—	COMMON STOCK	712704105
—	DR PEPPER SNAPPLE GROUP INC	34,500	$3,334	0.4%	$93.21	—	COMMON STOCK	26138E109
—	SCANA CORP	45,000	$3,405	0.5%	$70.16	—	COMMON STOCK	80589M102
ADC	AGREE REALTY CORP	25,260	$1,219	0.2%	$29.67	—	COMMON STOCK	008492100
MKC	MCCORMICK and CO-NON VTG SHRS	34,200	$3,648	0.5%	$28.59	+42.2%	COMMON STOCK	579780206
FFIV	F5 NETWORKS INC	30,800	$3,506	0.5%	$106.19	+1.2%	COMMON STOCK	315616102
SBUX	STARBUCKS CORP	90,600	$5,175	0.7%	$33.68	+37.9%	COMMON STOCK	855244109
LOW	LOWE'S COS INC	68,000	$5,384	0.7%	$56.94	+13.8%	COMMON STOCK	548661107
—	AMERICAN ELECTRIC POWER	63,000	$4,416	0.6%	$66.40	—	COMMON STOCK	25537101
V	VISA INC-CLASS A SHARES	100,500	$7,454	1.0%	$70.84	+3.3%	COMMON STOCK	92826C839
AVB	AVALONBAY COMMUNITIES INC	23,520	$4,243	0.6%	$85.93	+51.1%	COMMON STOCK	053484101
—	KELLOGG CO	44,400	$3,625	0.5%	$39.93	+27.5%	COMMON STOCK	487836108
WAT	WATERS CORP	25,200	$3,544	0.5%	$127.49	+6.1%	COMMON STOCK	941848103
AJG	ARTHUR J GALLAGHER and CO	70,000	$3,332	0.4%	$33.74	+17.2%	COMMON STOCK	363576109
—	CA INC	102,000	$3,349	0.4%	$27.30	—	COMMON STOCK	12673P105
—	HOSPITALITY PROPERTIES TRUST	91,434	$2,633	0.4%	$27.41	—	COMMON STOCK	44106M102
MAC	MACERICH CO/THE	32,007	$2,733	0.4%	$60.58	—	COMMON STOCK	554382101
CAH	CARDINAL HEALTH INC	48,000	$3,744	0.5%	$61.18	-1.5%	COMMON STOCK	14149Y108
MTD	METTLER-TOLEDO INTERNATIONAL	9,400	$3,430	0.5%	$316.01	+15.6%	COMMON STOCK	592688105
VFC	VF CORP	53,900	$3,314	0.4%	$53.88	+9.8%	COMMON STOCK	918204108
CL	COLGATE-PALMOLIVE CO	67,300	$4,926	0.7%	$48.89	+16.4%	COMMON STOCK	194162103
—	PRICELINE GROUP INC/THE	4,150	$5,181	0.7%	$1117.03	—	COMMON STOCK	741503403
—	CHESAPEAKE LODGING TRUST	51,500	$1,197	0.2%	$22.49	—	COMMON STOCK	165240102
—	SL GREEN REALTY CORP	16,923	$1,802	0.2%	$92.30	—	COMMON STOCK	78440X101
VNO	VORNADO REALTY TRUST	27,765	$2,780	0.4%	$82.84	—	COMMON STOCK	929042109
HIW	HIGHWOODS PROPERTIES INC	30,802	$1,626	0.2%	$35.61	—	COMMON STOCK	431284108
SO	SOUTHERN CO/THE	79,900	$4,285	0.6%	$26.97	+24.7%	COMMON STOCK	842587107
KIM	KIMCO REALTY CORP	57,731	$1,812	0.2%	$12.61	+41.8%	COMMON STOCK	49446R109
—	WEINGARTEN REALTY INVESTORS	45,336	$1,851	0.2%	$30.78	—	COMMON STOCK	948741103
—	UNITED TECHNOLOGIES CORP	60,000	$6,153	0.8%	$100.10	—	COMMON STOCK	913017109
—	LINEAR TECHNOLOGY CORP	71,000	$3,304	0.4%	$40.36	—	COMMON STOCK	535678106
JBHT	HUNT (JB) TRANSPRT SVCS INC	40,000	$3,237	0.4%	$68.38	+10.4%	COMMON STOCK	445658107
EL	ESTEE LAUDER COMPANIES-CL A	38,700	$3,522	0.5%	$60.36	+36.7%	COMMON STOCK	518439104
UTHR	UNITED THERAPEUTICS CORP	23,000	$2,436	0.3%	$155.10	-28.1%	COMMON STOCK	91307C102
—	AMERICAN CAMPUS COMMUNITIES	21,500	$1,137	0.2%	$37.00	—	COMMON STOCK	024835100
DKS	DICK'S SPORTING GOODS INC	72,800	$3,280	0.4%	$31.61	+5.3%	COMMON STOCK	253393102
—	AVERY DENNISON CORP	45,000	$3,364	0.5%	$72.11	—	COMMON STOCK	53611109
DIS	WALT DISNEY CO/THE	79,300	$7,757	1.0%	$69.31	+33.0%	COMMON STOCK	254687106
SHW	SHERWIN-WILLIAMS CO/THE	13,000	$3,818	0.5%	$79.61	+12.0%	COMMON STOCK	824348106
UPS	UNITED PARCEL SERVICE-CL B	50,900	$5,483	0.7%	$62.45	+17.0%	COMMON STOCK	911312106
RLJ	RLJ LODGING TRUST	79,200	$1,699	0.2%	$23.24	—	COMMON STOCK	74965L101
INN	SUMMIT HOTEL PROPERTIES INC	89,000	$1,178	0.2%	$14.07	—	COMMON STOCK	866082100
INTC	INTEL CORP	236,300	$7,751	1.0%	$19.31	+30.1%	COMMON STOCK	458140100
—	DCT INDUSTRIAL TRUST INC	12,025	$578	0.1%	$33.65	—	COMMON STOCK	233153204
ADP	AUTOMATIC DATA PROCESSING	47,000	$4,318	0.6%	$63.87	+12.4%	COMMON STOCK	053015103
—	DUPONT FABROS TECHNOLOGY	14,000	$666	0.1%	$32.68	—	COMMON STOCK	26613Q106
ESRT	EMPIRE STATE REALTY TRUST-A	66,000	$1,253	0.2%	$17.53	—	COMMON STOCK	292104106
GWW	WW GRAINGER INC	15,400	$3,500	0.5%	$188.43	+4.1%	COMMON STOCK	384802104
BRX	BRIXMOR PROPERTY GROUP INC	111,000	$2,937	0.4%	$25.62	—	COMMON STOCK	11120U105
HSIC	HENRY SCHEIN INC	20,500	$3,624	0.5%	$59.46	+13.7%	COMMON STOCK	806407102
—	VARIAN MEDICAL SYSTEMS INC	38,000	$3,125	0.4%	$73.79	—	COMMON STOCK	92220P105
BXP	BOSTON PROPERTIES INC	16,417	$2,165	0.3%	$64.00	+34.9%	COMMON STOCK	101121101
OMC	OMNICOM GROUP	44,000	$3,586	0.5%	$52.01	+14.7%	COMMON STOCK	681919106
ROST	ROSS STORES INC	61,900	$3,509	0.5%	$38.23	+32.1%	COMMON STOCK	778296103
HST	HOST HOTELS and RESORTS INC	150,998	$2,448	0.3%	$10.74	-0.3%	COMMON STOCK	44107P104
MAA	MID-AMERICA APARTMENT COMM	17,300	$1,841	0.2%	$43.58	+65.3%	COMMON STOCK	59522J103
—	PRAXAIR INC	34,400	$3,866	0.5%	$117.96	—	COMMON STOCK	74005P104
SBRA	SABRA HEALTH CARE REIT INC	130,400	$2,691	0.4%	$24.06	—	COMMON STOCK	78573L106
—	APARTMENT INVT and MGMT CO -A	30,000	$1,325	0.2%	$41.83	—	COMMON STOCK	03748R101
ITW	ILLINOIS TOOL WORKS	39,500	$4,114	0.6%	$68.35	+21.9%	COMMON STOCK	452308109
GPC	GENUINE PARTS CO	36,000	$3,645	0.5%	$65.22	+12.5%	COMMON STOCK	372460105
TJX	TJX COMPANIES INC	59,100	$4,564	0.6%	$29.40	+13.4%	COMMON STOCK	872540109
KRC	KILROY REALTY CORP	13,000	$862	0.1%	$61.85	—	COMMON STOCK	49427F108
CSCO	CISCO SYSTEMS INC	260,000	$7,459	1.0%	$18.95	+10.1%	COMMON STOCK	17275R102
—	CITRIX SYSTEMS INC	38,000	$3,043	0.4%	$78.58	—	COMMON STOCK	177376100
—	PHYSICIANS REALTY TRUST	23,000	$483	0.1%	$13.94	—	COMMON STOCK	71943U104
ESS	ESSEX PROPERTY TRUST INC	8,800	$2,007	0.3%	$127.99	+26.7%	COMMON STOCK	297178105
—	NEW SENIOR INVESTMENT GROUP	123,000	$1,314	0.2%	$10.30	—	COMMON STOCK	648691103
—	TAUBMAN CENTERS INC	16,000	$1,187	0.2%	$71.25	—	COMMON STOCK	876664103
RMR	RMR GROUP INC/THE - A	7,684	$238	0.0%	$7.12	+100.8%	COMMON STOCK	74967R106
—	HEALTHCARE REALTY TRUST INC	10,682	$374	0.1%	$25.50	—	COMMON STOCK	421946104
BF/B	BROWN-FORMAN CORP-CLASS B	31,200	$3,113	0.4%	$33.80	-3.8%	COMMON STOCK	115637209
ROK	ROCKWELL AUTOMATION INC	32,300	$3,709	0.5%	$85.80	+11.2%	COMMON STOCK	773903109
ORLY	O'REILLY AUTOMOTIVE INC	13,300	$3,606	0.5%	$17.32	+2.1%	COMMON STOCK	67103H107
—	LASALLE HOTEL PROPERTIES	19,600	$462	0.1%	$24.70	—	COMMON STOCK	517942108
PPL	PPL CORP	105,000	$3,964	0.5%	$22.88	+8.2%	COMMON STOCK	69351T106
—	POST PROPERTIES INC	25,000	$1,526	0.2%	$59.76	—	COMMON STOCK	737464107
APH	AMPHENOL CORP-CL A	63,000	$3,612	0.5%	$12.16	+8.0%	COMMON STOCK	032095101
—	RETAIL OPPORTUNITY INVESTMEN	17,500	$379	0.1%	$13.90	—	COMMON STOCK	76131N101
KRG	KITE REALTY GROUP TRUST	79,000	$2,214	0.3%	$25.92	—	COMMON STOCK	49803T300
TSCO	TRACTOR SUPPLY COMPANY	34,000	$3,100	0.4%	$15.20	+5.4%	COMMON STOCK	892356106
TROW	T ROWE PRICE GROUP INC	46,500	$3,393	0.5%	$50.99	+2.8%	COMMON STOCK	74144T108
—	INTERPUBLIC GROUP OF COS INC	131,000	$3,026	0.4%	$15.38	+5.9%	COMMON STOCK	460690100
COST	COSTCO WHOLESALE CORP	31,200	$4,900	0.7%	$99.53	+28.6%	COMMON STOCK	22160K105
EXPD	EXPEDITORS INTL WASH INC	65,200	$3,197	0.4%	$42.31	+1.5%	COMMON STOCK	302130109
SNA	SNAP-ON INC	18,000	$2,841	0.4%	$130.90	-3.9%	COMMON STOCK	833034101
AZO	AUTOZONE INC	4,500	$3,572	0.5%	$763.07	+1.0%	COMMON STOCK	053332102
—	QUINTILES TRANSNATIONAL HOLD	49,000	$3,201	0.4%	$65.10	—	COMMON STOCK	74876Y101
—	GENERAL GROWTH PROPERTIES	85,500	$2,550	0.3%	$22.17	—	COMMON STOCK	370023103
ORCL	ORACLE CORP	182,800	$7,482	1.0%	$28.34	+22.0%	COMMON STOCK	68389X105
—	COUSINS PROPERTIES INC	236,000	$2,454	0.3%	$10.38	—	COMMON STOCK	222795106
CHRW	C.H. ROBINSON WORLDWIDE INC	46,000	$3,416	0.5%	$53.05	+9.8%	COMMON STOCK	12541W209