Pensionfund Sabic Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IBM	INTL BUSINESS MACHINES CORP	23,500	$3,733	1.1%	$101.76	0.0%	COMMON STOCK	459200101
—	BLACKROCK INC	6,000	$2,175	0.7%	$362.50	—	COMMON STOCK	09247X101
MCK	MCKESSON CORP	12,800	$2,134	0.6%	$173.09	0.0%	COMMON STOCK	58155Q103
—	CBS CORP-CLASS B NON VOTING	37,000	$2,025	0.6%	$54.73	—	COMMON STOCK	124857202
ZBH	ZIMMER BIOMET HOLDINGS INC	15,000	$1,950	0.6%	$114.42	0.0%	COMMON STOCK	98956P102
CMI	CUMMINS INC	15,000	$1,922	0.6%	$94.73	0.0%	COMMON STOCK	231021106
ALL	ALLSTATE CORP	27,000	$1,868	0.6%	$55.91	0.0%	COMMON STOCK	020002101
EIX	EDISON INTERNATIONAL	25,000	$1,806	0.5%	$51.05	0.0%	COMMON STOCK	281020107
SJM	JM SMUCKER CO/THE	13,000	$1,762	0.5%	$109.93	0.0%	COMMON STOCK	832696405
PEG	PUBLIC SERVICE ENTERPRISE GP	42,000	$1,759	0.5%	$31.86	0.0%	COMMON STOCK	744573106
FAST	FASTENAL CO	42,000	$1,755	0.5%	$8.32	0.0%	COMMON STOCK	311900104
ES	EVERSOURCE ENERGY	32,000	$1,734	0.5%	$40.79	0.0%	COMMON STOCK	30040W108
XEL	XCEL ENERGY INC	42,000	$1,728	0.5%	$31.98	0.0%	COMMON STOCK	98389B100
IFF	INTL FLAVORS and FRAGRANCES	12,000	$1,716	0.5%	$107.24	0.0%	COMMON STOCK	459506101
—	WABCO HOLDINGS INC	15,000	$1,703	0.5%	$113.53	—	COMMON STOCK	92927K102
DTE	DTE ENERGY COMPANY	18,000	$1,686	0.5%	$59.58	0.0%	COMMON STOCK	233331107
XYL	XYLEM INC	32,000	$1,678	0.5%	$43.77	0.0%	COMMON STOCK	98419M100
HAS	HASBRO INC	20,500	$1,626	0.5%	$59.17	0.0%	COMMON STOCK	418056107
—	VMWARE INC-CLASS A	22,000	$1,614	0.5%	$73.36	—	COMMON STOCK	928563402
MSCI	MSCI INC	19,000	$1,595	0.5%	$76.86	0.0%	COMMON STOCK	55354G100
—	EATON VANCE CORP	40,000	$1,562	0.5%	$39.05	—	COMMON STOCK	278265103
—	DDR CORP	42,000	$732	0.2%	$17.43	—	COMMON STOCK	23317H102
—	COLUMBIA PROPERTY TRUST INC	25,000	$560	0.2%	$22.40	—	COMMON STOCK	198287203
DRH	DIAMONDROCK HOSPITALITY CO	57,000	$519	0.2%	$9.11	—	COMMON STOCK	252784301
IRM	IRON MOUNTAIN INC	12,000	$450	0.1%	$22.75	0.0%	COMMON STOCK	46284V101
—	Life Storage Inc	4,300	$382	0.1%	$88.84	—	COMMON STOCK	53223X107

Increased Positions (12)

HRL HORMEL FOODS CORP 0.6%

Value ($000) $1,828 (+41.0%) Shares 48,200 (+36.2%) Est. Cost $27.40 Unrealized +7.4%

— LASALLE HOTEL PROPERTIES 0.2%

Value ($000) $580 (+138.7%) Shares 24,300 (+135.9%) Est. Cost $26.32 Unrealized —

BF/B BROWN-FORMAN CORP-CLASS B 0.5%

Value ($000) $1,660 (+18.8%) Shares 35,000 (+150.0%) Est. Cost $33.21 Unrealized -1.4%

— RAMCO-GERSHENSON PROPERTIES 0.1%

Value ($000) $414 (+163.7%) Shares 22,100 (+176.3%) Est. Cost $19.06 Unrealized —

— APARTMENT INVT and MGMT CO -A 0.2%

Value ($000) $666 (+50.7%) Shares 14,500 (+45.0%) Est. Cost $43.08 Unrealized —

— LIBERTY PROPERTY TRUST 0.3%

Value ($000) $1,048 (+25.8%) Shares 25,984 (+23.8%) Est. Cost $35.32 Unrealized —

HSY HERSHEY CO/THE 0.5%

Value ($000) $1,673 (-10.1%) Shares 17,500 (+6.7%) Est. Cost $72.43 Unrealized +16.8%

CDP CORPORATE OFFICE PROPERTIES 0.2%

Value ($000) $524 (+47.6%) Shares 18,500 (+54.2%) Est. Cost $29.14 Unrealized —

HST HOST HOTELS and RESORTS INC 0.3%

Value ($000) $1,049 (+16.9%) Shares 67,343 (+21.7%) Est. Cost $13.14 Unrealized -10.0%

EQR EQUITY RESIDENTIAL 0.4%

Value ($000) $1,284 (+13.3%) Shares 19,953 (+21.3%) Est. Cost $44.74 Unrealized +1.7%

— DR PEPPER SNAPPLE GROUP INC 0.5%

Value ($000) $1,644 (+5.0%) Shares 18,000 (+11.1%) Est. Cost $93.00 Unrealized —

CVS CVS HEALTH CORP 0.9%

Value ($000) $2,848 (+1.5%) Shares 32,000 (+9.2%) Est. Cost $75.56 Unrealized -6.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HRL	HORMEL FOODS CORP	48,200 (+36.2%)	$1,828 (+41.0%)	0.6%	$27.40	+7.4%	COMMON STOCK	440452100
—	LASALLE HOTEL PROPERTIES	24,300 (+135.9%)	$580 (+138.7%)	0.2%	$26.32	—	COMMON STOCK	517942108
BF/B	BROWN-FORMAN CORP-CLASS B	35,000 (+150.0%)	$1,660 (+18.8%)	0.5%	$33.21	-1.4%	COMMON STOCK	115637209
—	RAMCO-GERSHENSON PROPERTIES	22,100 (+176.3%)	$414 (+163.7%)	0.1%	$19.06	—	COMMON STOCK	751452202
—	APARTMENT INVT and MGMT CO -A	14,500 (+45.0%)	$666 (+50.7%)	0.2%	$43.08	—	COMMON STOCK	03748R101
—	LIBERTY PROPERTY TRUST	25,984 (+23.8%)	$1,048 (+25.8%)	0.3%	$35.32	—	COMMON STOCK	531172104
HSY	HERSHEY CO/THE	17,500 (+6.7%)	$1,673 (-10.1%)	0.5%	$72.43	+16.8%	COMMON STOCK	427866108
CDP	CORPORATE OFFICE PROPERTIES	18,500 (+54.2%)	$524 (+47.6%)	0.2%	$29.14	—	COMMON STOCK	22002T108
HST	HOST HOTELS and RESORTS INC	67,343 (+21.7%)	$1,049 (+16.9%)	0.3%	$13.14	-10.0%	COMMON STOCK	44107P104
EQR	EQUITY RESIDENTIAL	19,953 (+21.3%)	$1,284 (+13.3%)	0.4%	$44.74	+1.7%	COMMON STOCK	29476L107
—	DR PEPPER SNAPPLE GROUP INC	18,000 (+11.1%)	$1,644 (+5.0%)	0.5%	$93.00	—	COMMON STOCK	26138E109
CVS	CVS HEALTH CORP	32,000 (+9.2%)	$2,848 (+1.5%)	0.9%	$75.56	-6.2%	COMMON STOCK	126650100

Exited Positions (24)

— MICHAEL KORS HOLDINGS LTD 2.3%

Value ($000) $7,559 Shares 96,750 Est. Cost $90.08 Unrealized —

CSCO CISCO SYSTEMS INC 1.0%

Value ($000) $3,443 Shares 120,000 Est. Cost $18.95 Unrealized +21.7%

— UNITED TECHNOLOGIES CORP 0.9%

Value ($000) $2,974 Shares 29,000 Est. Cost $100.10 Unrealized —

UNP UNION PACIFIC CORP 0.8%

Value ($000) $2,644 Shares 30,300 Est. Cost $79.10 Unrealized -4.0%

— PRICELINE GROUP INC/THE 0.7%

Value ($000) $2,372 Shares 1,900 Est. Cost $1223.93 Unrealized —

EMR EMERSON ELECTRIC CO 0.6%

Value ($000) $1,982 Shares 38,000 Est. Cost $41.54 Unrealized +1.8%

— PRAXAIR INC 0.6%

Value ($000) $1,866 Shares 16,600 Est. Cost $109.59 Unrealized —

SYY SYSCO CORP 0.6%

Value ($000) $1,827 Shares 36,000 Est. Cost $37.68 Unrealized +6.8%

PPL PPL CORP 0.5%

Value ($000) $1,812 Shares 48,000 Est. Cost $22.88 Unrealized +3.3%

CHD CHURCH and DWIGHT CO INC 0.5%

Value ($000) $1,749 Shares 17,000 Est. Cost $37.38 Unrealized +16.9%

CAH CARDINAL HEALTH INC 0.5%

Value ($000) $1,716 Shares 22,000 Est. Cost $61.18 Unrealized +0.5%

CNC CENTENE CORP 0.5%

Value ($000) $1,713 Shares 24,000 Est. Cost $29.85 Unrealized +16.4%

— KELLOGG CO 0.5%

Value ($000) $1,698 Shares 20,800 Est. Cost $42.63 Unrealized +28.2%

WEC WEC ENERGY GROUP INC 0.5%

Value ($000) $1,698 Shares 26,000 Est. Cost $40.72 Unrealized +13.3%

— LABORATORY CRP OF AMER HLDGS 0.5%

Value ($000) $1,694 Shares 13,000 Est. Cost $130.31 Unrealized —

L LOEWS CORP 0.5%

Value ($000) $1,656 Shares 40,300 Est. Cost $37.95 Unrealized +3.7%

AYI ACUITY BRANDS INC 0.5%

Value ($000) $1,612 Shares 6,500 Est. Cost $199.80 Unrealized +29.1%

PII POLARIS INDUSTRIES INC 0.4%

Value ($000) $1,472 Shares 18,000 Est. Cost $99.58 Unrealized -12.8%

— QUINTILES TRANSNATIONAL HOLD 0.4%

Value ($000) $1,437 Shares 22,000 Est. Cost $65.09 Unrealized —

LUV SOUTHWEST AIRLINES CO 0.4%

Value ($000) $1,294 Shares 33,000 Est. Cost $36.21 Unrealized -6.2%

— PEOPLE'S UNITED FINANCIAL 0.4%

Value ($000) $1,290 Shares 88,000 Est. Cost $16.11 Unrealized —

— NORDSTROM INC 0.2%

Value ($000) $761 Shares 20,000 Est. Cost $49.80 Unrealized —

ADC AGREE REALTY CORP 0.2%

Value ($000) $508 Shares 10,540 Est. Cost $31.79 Unrealized —

— BALL CORP 0.1%

Value ($000) $413 Shares 5,710 Est. Cost $72.33 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	MICHAEL KORS HOLDINGS LTD	96,750	$7,559	2.3%	$90.08	—	—	000000000
CSCO	CISCO SYSTEMS INC	120,000	$3,443	1.0%	$18.95	+21.7%	—	17275R102
—	UNITED TECHNOLOGIES CORP	29,000	$2,974	0.9%	$100.10	—	—	913017109
UNP	UNION PACIFIC CORP	30,300	$2,644	0.8%	$79.10	-4.0%	—	907818108
—	PRICELINE GROUP INC/THE	1,900	$2,372	0.7%	$1223.93	—	—	741503403
EMR	EMERSON ELECTRIC CO	38,000	$1,982	0.6%	$41.54	+1.8%	—	291011104
—	PRAXAIR INC	16,600	$1,866	0.6%	$109.59	—	—	74005P104
SYY	SYSCO CORP	36,000	$1,827	0.6%	$37.68	+6.8%	—	871829107
PPL	PPL CORP	48,000	$1,812	0.5%	$22.88	+3.3%	—	69351T106
CHD	CHURCH and DWIGHT CO INC	17,000	$1,749	0.5%	$37.38	+16.9%	—	171340102
CAH	CARDINAL HEALTH INC	22,000	$1,716	0.5%	$61.18	+0.5%	—	14149Y108
CNC	CENTENE CORP	24,000	$1,713	0.5%	$29.85	+16.4%	—	15135B101
—	KELLOGG CO	20,800	$1,698	0.5%	$42.63	+28.2%	—	487836108
WEC	WEC ENERGY GROUP INC	26,000	$1,698	0.5%	$40.72	+13.3%	—	92939U106
—	LABORATORY CRP OF AMER HLDGS	13,000	$1,694	0.5%	$130.31	—	—	50540R409
L	LOEWS CORP	40,300	$1,656	0.5%	$37.95	+3.7%	—	540424108
AYI	ACUITY BRANDS INC	6,500	$1,612	0.5%	$199.80	+29.1%	—	00508Y102
PII	POLARIS INDUSTRIES INC	18,000	$1,472	0.4%	$99.58	-12.8%	—	731068102
—	QUINTILES TRANSNATIONAL HOLD	22,000	$1,437	0.4%	$65.09	—	—	74876Y101
LUV	SOUTHWEST AIRLINES CO	33,000	$1,294	0.4%	$36.21	-6.2%	—	844741108
—	PEOPLE'S UNITED FINANCIAL	88,000	$1,290	0.4%	$16.11	—	—	712704105
—	NORDSTROM INC	20,000	$761	0.2%	$49.80	—	—	655664100
ADC	AGREE REALTY CORP	10,540	$508	0.2%	$31.79	—	—	008492100
—	BALL CORP	5,710	$413	0.1%	$72.33	—	—	58498106

Decreased Positions (15)

AAPL APPLE INC 2.6%

Value ($000) $8,535 (+9.8%) Shares 75,500 (-7.1%) Est. Cost $26.04 Unrealized -6.9%

VTR VENTAS INC 0.5%

Value ($000) $1,650 (-23.6%) Shares 23,362 (-21.2%) Est. Cost $46.70 Unrealized +3.5%

SKT TANGER FACTORY OUTLET CENTER 0.3%

Value ($000) $955 (-31.1%) Shares 24,500 (-29.0%) Est. Cost $34.33 Unrealized —

MAC MACERICH CO/THE 0.2%

Value ($000) $668 (-27.3%) Shares 8,266 (-23.2%) Est. Cost $81.58 Unrealized —

EPR EPR PROPERTIES 0.2%

Value ($000) $732 (-23.1%) Shares 9,300 (-21.2%) Est. Cost $56.80 Unrealized —

— POST PROPERTIES INC 0.1%

Value ($000) $331 (-39.7%) Shares 5,000 (-44.4%) Est. Cost $59.78 Unrealized —

STAG STAG INDUSTRIAL INC 0.2%

Value ($000) $821 (-20.8%) Shares 33,500 (-23.0%) Est. Cost $19.32 Unrealized —

INN SUMMIT HOTEL PROPERTIES INC 0.1%

Value ($000) $246 (-44.8%) Shares 18,700 (-44.5%) Est. Cost $13.19 Unrealized —

— DUKE REALTY CORP 0.2%

Value ($000) $621 (-24.2%) Shares 22,707 (-26.1%) Est. Cost $20.79 Unrealized —

— SELECT INCOME REIT 0.4%

Value ($000) $1,262 (-11.6%) Shares 46,900 (-14.6%) Est. Cost $22.15 Unrealized —

— MONOGRAM RESIDENTIAL TRUST I 0.0%

Value ($000) $126 (-54.0%) Shares 11,875 (-55.8%) Est. Cost $9.85 Unrealized —

— GRAMERCY PROPERTY TRUST 0.3%

Value ($000) $916 (-13.6%) Shares 95,000 (-17.4%) Est. Cost $8.19 Unrealized —

EGP EASTGROUP PROPERTIES INC 0.3%

Value ($000) $965 (-9.6%) Shares 13,122 (-15.3%) Est. Cost $57.33 Unrealized —

— SENIOR HOUSING PROP TRUST 0.4%

Value ($000) $1,478 (-5.5%) Shares 65,100 (-13.3%) Est. Cost $17.58 Unrealized —

SBRA SABRA HEALTH CARE REIT INC 0.3%

Value ($000) $1,080 (+7.7%) Shares 42,875 (-11.8%) Est. Cost $24.21 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	75,500 (-7.1%)	$8,535 (+9.8%)	2.6%	$26.04	-6.9%	COMMON STOCK	037833100
VTR	VENTAS INC	23,362 (-21.2%)	$1,650 (-23.6%)	0.5%	$46.70	+3.5%	COMMON STOCK	92276F100
SKT	TANGER FACTORY OUTLET CENTER	24,500 (-29.0%)	$955 (-31.1%)	0.3%	$34.33	—	COMMON STOCK	875465106
MAC	MACERICH CO/THE	8,266 (-23.2%)	$668 (-27.3%)	0.2%	$81.58	—	COMMON STOCK	554382101
EPR	EPR PROPERTIES	9,300 (-21.2%)	$732 (-23.1%)	0.2%	$56.80	—	COMMON STOCK	26884U109
—	POST PROPERTIES INC	5,000 (-44.4%)	$331 (-39.7%)	0.1%	$59.78	—	COMMON STOCK	737464107
STAG	STAG INDUSTRIAL INC	33,500 (-23.0%)	$821 (-20.8%)	0.2%	$19.32	—	COMMON STOCK	85254J102
INN	SUMMIT HOTEL PROPERTIES INC	18,700 (-44.5%)	$246 (-44.8%)	0.1%	$13.19	—	COMMON STOCK	866082100
—	DUKE REALTY CORP	22,707 (-26.1%)	$621 (-24.2%)	0.2%	$20.79	—	COMMON STOCK	264411505
—	SELECT INCOME REIT	46,900 (-14.6%)	$1,262 (-11.6%)	0.4%	$22.15	—	COMMON STOCK	81618T100
—	MONOGRAM RESIDENTIAL TRUST I	11,875 (-55.8%)	$126 (-54.0%)	0.0%	$9.85	—	COMMON STOCK	60979P105
—	GRAMERCY PROPERTY TRUST	95,000 (-17.4%)	$916 (-13.6%)	0.3%	$8.19	—	COMMON STOCK	385002100
EGP	EASTGROUP PROPERTIES INC	13,122 (-15.3%)	$965 (-9.6%)	0.3%	$57.33	—	COMMON STOCK	277276101
—	SENIOR HOUSING PROP TRUST	65,100 (-13.3%)	$1,478 (-5.5%)	0.4%	$17.58	—	COMMON STOCK	81721M109
SBRA	SABRA HEALTH CARE REIT INC	42,875 (-11.8%)	$1,080 (+7.7%)	0.3%	$24.21	—	COMMON STOCK	78573L106

Unchanged Positions (146)

MSFT MICROSOFT CORP 2.4%

Value ($000) $7,949 Shares 138,000 Est. Cost $39.56 Unrealized +27.1%

BMY BRISTOL-MYERS SQUIBB CO 0.7%

Value ($000) $2,426 Shares 45,000 Est. Cost $44.80 Unrealized +3.0%

QCOM QUALCOMM INC 1.0%

Value ($000) $3,391 Shares 49,500 Est. Cost $40.28 Unrealized +16.5%

GOOGL ALPHABET INC-CL A 1.5%

Value ($000) $4,808 Shares 5,980 Est. Cost $32.64 Unrealized +18.9%

INTC INTEL CORP 1.3%

Value ($000) $4,179 Shares 110,700 Est. Cost $24.82 Unrealized +15.3%

BIIB BIOGEN INC 0.7%

Value ($000) $2,410 Shares 7,700 Est. Cost $362.77 Unrealized -18.4%

AMAT APPLIED MATERIALS INC 0.7%

Value ($000) $2,472 Shares 82,000 Est. Cost $19.78 Unrealized +27.0%

DG DOLLAR GENERAL CORP 0.4%

Value ($000) $1,456 Shares 20,800 Est. Cost $66.81 Unrealized +12.3%

GOOG ALPHABET INC-CL C 1.2%

Value ($000) $3,964 Shares 5,100 Est. Cost $30.71 Unrealized +22.7%

— LINEAR TECHNOLOGY CORP 0.6%

Value ($000) $1,957 Shares 33,000 Est. Cost $40.35 Unrealized —

MA MASTERCARD INC-CLASS A 0.9%

Value ($000) $2,951 Shares 29,000 Est. Cost $89.58 Unrealized +1.4%

TSCO TRACTOR SUPPLY COMPANY 0.3%

Value ($000) $1,111 Shares 16,500 Est. Cost $15.20 Unrealized -5.4%

V VISA INC-CLASS A SHARES 1.1%

Value ($000) $3,763 Shares 45,500 Est. Cost $71.26 Unrealized +5.2%

DKS DICK'S SPORTING GOODS INC 0.6%

Value ($000) $1,860 Shares 32,800 Est. Cost $31.69 Unrealized +33.1%

SPGI SandP GLOBAL INC 0.7%

Value ($000) $2,341 Shares 18,500 Est. Cost $96.34 Unrealized +14.4%

VZ VERIZON COMMUNICATIONS INC 1.3%

Value ($000) $4,470 Shares 86,000 Est. Cost $30.04 Unrealized +9.5%

T ATandT INC 1.5%

Value ($000) $5,064 Shares 124,700 Est. Cost $12.32 Unrealized +32.2%

MRK MERCK and CO. INC. 1.3%

Value ($000) $4,181 Shares 67,000 Est. Cost $39.48 Unrealized +10.8%

TXN TEXAS INSTRUMENTS INC 0.8%

Value ($000) $2,807 Shares 40,000 Est. Cost $40.51 Unrealized +30.0%

ITW ILLINOIS TOOL WORKS 0.7%

Value ($000) $2,253 Shares 18,800 Est. Cost $68.35 Unrealized +35.9%

— VARIAN MEDICAL SYSTEMS INC 0.5%

Value ($000) $1,672 Shares 16,800 Est. Cost $73.79 Unrealized —

ROST ROSS STORES INC 0.7%

Value ($000) $2,456 Shares 38,200 Est. Cost $45.47 Unrealized +23.2%

MO ALTRIA GROUP INC 0.9%

Value ($000) $3,143 Shares 49,700 Est. Cost $27.12 Unrealized +28.2%

SWKS SKYWORKS SOLUTIONS INC 0.5%

Value ($000) $1,675 Shares 22,000 Est. Cost $64.03 Unrealized -10.6%

CTSH COGNIZANT TECH SOLUTIONS-A 0.4%

Value ($000) $1,369 Shares 28,700 Est. Cost $53.92 Unrealized -6.5%

LEA LEAR CORP 0.5%

Value ($000) $1,697 Shares 14,000 Est. Cost $88.18 Unrealized +8.1%

— FOOT LOCKER INC 0.4%

Value ($000) $1,354 Shares 20,000 Est. Cost $65.10 Unrealized —

PSA PUBLIC STORAGE 0.5%

Value ($000) $1,743 Shares 7,813 Est. Cost $130.68 Unrealized +22.2%

SPG SIMON PROPERTY GROUP INC 1.5%

Value ($000) $5,094 Shares 24,606 Est. Cost $111.63 Unrealized +19.1%

MTD METTLER-TOLEDO INTERNATIONAL 0.5%

Value ($000) $1,805 Shares 4,300 Est. Cost $316.01 Unrealized +25.6%

CTAS CINTAS CORP 0.5%

Value ($000) $1,802 Shares 16,000 Est. Cost $20.49 Unrealized +20.8%

APH AMPHENOL CORP-CL A 0.6%

Value ($000) $1,896 Shares 29,200 Est. Cost $12.16 Unrealized +14.3%

LOW LOWE'S COS INC 0.7%

Value ($000) $2,275 Shares 31,500 Est. Cost $56.94 Unrealized +14.9%

WAT WATERS CORP 0.5%

Value ($000) $1,775 Shares 11,200 Est. Cost $127.45 Unrealized +21.4%

DIS WALT DISNEY CO/THE 1.0%

Value ($000) $3,427 Shares 36,900 Est. Cost $95.52 Unrealized -7.0%

— TOTAL SYSTEM SERVICES INC 0.4%

Value ($000) $1,424 Shares 30,200 Est. Cost $53.11 Unrealized —

PFE PFIZER INC 1.4%

Value ($000) $4,522 Shares 133,500 Est. Cost $21.05 Unrealized +5.7%

ISRG INTUITIVE SURGICAL INC 0.6%

Value ($000) $2,030 Shares 2,800 Est. Cost $56.16 Unrealized +36.3%

— COACH INC 0.5%

Value ($000) $1,510 Shares 41,300 Est. Cost $40.75 Unrealized —

— AMERICAN ELECTRIC POWER 0.6%

Value ($000) $1,862 Shares 29,000 Est. Cost $66.41 Unrealized —

PM PHILIP MORRIS INTERNATIONAL 1.1%

Value ($000) $3,587 Shares 36,900 Est. Cost $47.96 Unrealized +29.8%

CLX CLOROX COMPANY 0.5%

Value ($000) $1,502 Shares 12,000 Est. Cost $96.11 Unrealized +4.3%

GILD GILEAD SCIENCES INC 0.9%

Value ($000) $2,840 Shares 35,900 Est. Cost $73.93 Unrealized -21.8%

DUK DUKE ENERGY CORP 0.7%

Value ($000) $2,161 Shares 27,000 Est. Cost $46.35 Unrealized +21.6%

ORCL ORACLE CORP 1.0%

Value ($000) $3,417 Shares 87,000 Est. Cost $34.93 Unrealized +1.4%

TROW T ROWE PRICE GROUP INC 0.4%

Value ($000) $1,470 Shares 22,100 Est. Cost $50.99 Unrealized -3.1%

DLR DIGITAL REALTY TRUST INC 0.4%

Value ($000) $1,161 Shares 11,950 Est. Cost $45.65 Unrealized +60.6%

FFIV F5 NETWORKS INC 0.5%

Value ($000) $1,620 Shares 13,000 Est. Cost $108.10 Unrealized +12.3%

— HCP INC 0.6%

Value ($000) $2,012 Shares 53,007 Est. Cost $39.95 Unrealized —

PLD PROLOGIS INC 0.5%

Value ($000) $1,606 Shares 30,000 Est. Cost $29.27 Unrealized +38.0%

HSIC HENRY SCHEIN INC 0.5%

Value ($000) $1,532 Shares 9,400 Est. Cost $59.46 Unrealized +11.6%

MCD MCDONALD'S CORP 0.9%

Value ($000) $2,976 Shares 25,800 Est. Cost $99.15 Unrealized -4.6%

SBUX STARBUCKS CORP 0.7%

Value ($000) $2,361 Shares 43,600 Est. Cost $41.83 Unrealized +9.6%

UTHR UNITED THERAPEUTICS CORP 0.4%

Value ($000) $1,204 Shares 10,200 Est. Cost $155.45 Unrealized -22.7%

MKC MCCORMICK and CO-NON VTG SHRS 0.5%

Value ($000) $1,619 Shares 16,200 Est. Cost $31.78 Unrealized +33.4%

ROK ROCKWELL AUTOMATION INC 0.5%

Value ($000) $1,713 Shares 14,000 Est. Cost $86.08 Unrealized +13.9%

AJG ARTHUR J GALLAGHER and CO 0.5%

Value ($000) $1,628 Shares 32,000 Est. Cost $33.74 Unrealized +25.7%

— NORTHSTAR REALTY FINANCE 0.2%

Value ($000) $777 Shares 59,000 Est. Cost $13.11 Unrealized —

SHW SHERWIN-WILLIAMS CO/THE 0.5%

Value ($000) $1,632 Shares 5,900 Est. Cost $79.61 Unrealized +11.8%

NKE NIKE INC -CL B 0.6%

Value ($000) $2,080 Shares 39,500 Est. Cost $53.13 Unrealized -5.9%

VFC VF CORP 0.3%

Value ($000) $986 Shares 17,600 Est. Cost $68.87 Unrealized -16.2%

— CITRIX SYSTEMS INC 0.5%

Value ($000) $1,534 Shares 18,000 Est. Cost $78.56 Unrealized —

— CBL and ASSOCIATES PROPERTIES 0.1%

Value ($000) $388 Shares 32,000 Est. Cost $9.31 Unrealized —

SO SOUTHERN CO/THE 0.6%

Value ($000) $1,960 Shares 38,200 Est. Cost $29.28 Unrealized +21.6%

PCG P G and E CORP 0.6%

Value ($000) $1,896 Shares 31,000 Est. Cost $52.19 Unrealized +15.7%

MAA MID-AMERICA APARTMENT COMM 0.2%

Value ($000) $639 Shares 6,800 Est. Cost $53.12 Unrealized +35.7%

— CR BARD INC 0.5%

Value ($000) $1,727 Shares 7,700 Est. Cost $189.50 Unrealized —

— CERNER CORP 0.5%

Value ($000) $1,606 Shares 26,000 Est. Cost $58.88 Unrealized —

ADP AUTOMATIC DATA PROCESSING 0.6%

Value ($000) $1,949 Shares 22,100 Est. Cost $63.87 Unrealized +16.0%

EFX EQUIFAX INC 0.5%

Value ($000) $1,750 Shares 13,000 Est. Cost $95.83 Unrealized +26.8%

TRV TRAVELERS COS INC/THE 0.6%

Value ($000) $1,947 Shares 17,000 Est. Cost $91.51 Unrealized +4.1%

CHRW C.H. ROBINSON WORLDWIDE INC 0.4%

Value ($000) $1,409 Shares 20,000 Est. Cost $52.89 Unrealized +6.2%

— CARE CAPITAL PROPERTIES INC 0.3%

Value ($000) $949 Shares 33,290 Est. Cost $28.07 Unrealized —

OMC OMNICOM GROUP 0.5%

Value ($000) $1,743 Shares 20,500 Est. Cost $52.01 Unrealized +16.4%

EXPD EXPEDITORS INTL WASH INC 0.5%

Value ($000) $1,494 Shares 29,000 Est. Cost $42.54 Unrealized +5.8%

BDN BRANDYWINE REALTY TRUST 0.3%

Value ($000) $929 Shares 59,500 Est. Cost $14.35 Unrealized —

— SCANA CORP 0.5%

Value ($000) $1,520 Shares 21,000 Est. Cost $70.14 Unrealized —

TJX TJX COMPANIES INC 0.6%

Value ($000) $2,064 Shares 27,600 Est. Cost $30.14 Unrealized +13.8%

COST COSTCO WHOLESALE CORP 0.6%

Value ($000) $2,059 Shares 13,500 Est. Cost $120.27 Unrealized +13.9%

— AVERY DENNISON CORP 0.5%

Value ($000) $1,556 Shares 20,000 Est. Cost $72.10 Unrealized —

ARE ALEXANDRIA REAL ESTATE EQUIT 0.4%

Value ($000) $1,202 Shares 11,050 Est. Cost $64.41 Unrealized +21.1%

ORLY O'REILLY AUTOMOTIVE INC 0.5%

Value ($000) $1,751 Shares 6,250 Est. Cost $17.33 Unrealized +8.1%

— WR BERKLEY CORP 0.5%

Value ($000) $1,531 Shares 26,500 Est. Cost $59.92 Unrealized —

— GENERAL GROWTH PROPERTIES 0.2%

Value ($000) $718 Shares 26,000 Est. Cost $28.18 Unrealized —

CPT CAMDEN PROPERTY TRUST 0.3%

Value ($000) $940 Shares 11,231 Est. Cost $50.53 Unrealized +20.2%

BRX BRIXMOR PROPERTY GROUP INC 0.3%

Value ($000) $1,076 Shares 38,711 Est. Cost $25.63 Unrealized —

AZO AUTOZONE INC 0.5%

Value ($000) $1,537 Shares 2,000 Est. Cost $763.07 Unrealized +2.0%

PAYX PAYCHEX INC 0.5%

Value ($000) $1,771 Shares 30,600 Est. Cost $34.10 Unrealized +33.0%

SNA SNAP-ON INC 0.4%

Value ($000) $1,276 Shares 8,400 Est. Cost $130.90 Unrealized -6.1%

— TORCHMARK CORP 0.5%

Value ($000) $1,533 Shares 24,000 Est. Cost $56.65 Unrealized —

KIM KIMCO REALTY CORP 0.2%

Value ($000) $588 Shares 20,295 Est. Cost $15.89 Unrealized +20.0%

— DARDEN RESTAURANTS INC 0.4%

Value ($000) $1,410 Shares 23,000 Est. Cost $63.35 Unrealized —

ESRT EMPIRE STATE REALTY TRUST-A 0.2%

Value ($000) $503 Shares 24,000 Est. Cost $17.54 Unrealized —

— INTERPUBLIC GROUP OF COS INC 0.4%

Value ($000) $1,350 Shares 60,400 Est. Cost $15.38 Unrealized +4.3%

EL ESTEE LAUDER COMPANIES-CL A 0.5%

Value ($000) $1,603 Shares 18,100 Est. Cost $70.86 Unrealized +14.1%

— URSTADT BIDDLE - CLASS A 0.1%

Value ($000) $378 Shares 17,000 Est. Cost $21.31 Unrealized —

— CYRUSONE INC 0.1%

Value ($000) $247 Shares 5,200 Est. Cost $30.76 Unrealized —

UPS UNITED PARCEL SERVICE-CL B 0.8%

Value ($000) $2,619 Shares 23,950 Est. Cost $69.25 Unrealized +11.6%

MRSH MARSH and MCLENNAN COS 0.6%

Value ($000) $2,112 Shares 31,400 Est. Cost $47.42 Unrealized +20.9%

RMD RESMED INC 0.5%

Value ($000) $1,503 Shares 23,200 Est. Cost $49.97 Unrealized +19.9%

— NEW SENIOR INVESTMENT GROUP 0.1%

Value ($000) $483 Shares 41,863 Est. Cost $10.30 Unrealized —

— DUPONT FABROS TECHNOLOGY 0.1%

Value ($000) $227 Shares 5,500 Est. Cost $30.04 Unrealized —

— VEREIT INC 0.4%

Value ($000) $1,483 Shares 143,000 Est. Cost $8.45 Unrealized —

— WEINGARTEN REALTY INVESTORS 0.2%

Value ($000) $675 Shares 17,314 Est. Cost $34.81 Unrealized —

— HOSPITALITY PROPERTIES TRUST 0.3%

Value ($000) $989 Shares 33,266 Est. Cost $30.11 Unrealized —

UNH UNITEDHEALTH GROUP INC 1.1%

Value ($000) $3,486 Shares 24,900 Est. Cost $97.08 Unrealized +24.1%

CL COLGATE-PALMOLIVE CO 0.7%

Value ($000) $2,328 Shares 31,400 Est. Cost $52.52 Unrealized +13.1%

— CIGNA CORP 0.5%

Value ($000) $1,694 Shares 13,000 Est. Cost $135.00 Unrealized —

HD HOME DEPOT INC 1.1%

Value ($000) $3,757 Shares 29,200 Est. Cost $87.83 Unrealized +21.1%

INTU INTUIT INC 0.6%

Value ($000) $1,870 Shares 17,000 Est. Cost $97.25 Unrealized +7.2%

BXP BOSTON PROPERTIES INC 0.2%

Value ($000) $792 Shares 5,814 Est. Cost $86.39 Unrealized +8.6%

WELL WELLTOWER INC 0.4%

Value ($000) $1,290 Shares 17,247 Est. Cost $44.62 Unrealized +21.0%

AVB AVALONBAY COMMUNITIES INC 0.5%

Value ($000) $1,565 Shares 8,802 Est. Cost $119.90 Unrealized +9.0%

— FLIR SYSTEMS INC 0.5%

Value ($000) $1,549 Shares 49,300 Est. Cost $30.95 Unrealized —

— COLONY STARWOOD HOMES 0.1%

Value ($000) $373 Shares 13,000 Est. Cost $24.79 Unrealized —

MMM 3M CO 0.9%

Value ($000) $3,102 Shares 17,600 Est. Cost $92.30 Unrealized +18.3%

RMR RMR GROUP INC/THE - A 0.0%

Value ($000) $106 Shares 2,782 Est. Cost $7.12 Unrealized +166.8%

GLPI GAMING AND LEISURE PROPERTIE 0.2%

Value ($000) $619 Shares 18,500 Est. Cost $33.97 Unrealized —

— INFRAREIT INC 0.2%

Value ($000) $575 Shares 31,720 Est. Cost $17.53 Unrealized —

— AMERICAN CAMPUS COMMUNITIES 0.1%

Value ($000) $483 Shares 9,500 Est. Cost $36.94 Unrealized —

GWW WW GRAINGER INC 0.5%

Value ($000) $1,596 Shares 7,100 Est. Cost $189.19 Unrealized +2.8%

ESS ESSEX PROPERTY TRUST INC 0.2%

Value ($000) $668 Shares 3,000 Est. Cost $158.15 Unrealized +5.2%

AMH AMERICAN HOMES 4 RENT- A 0.1%

Value ($000) $260 Shares 12,000 Est. Cost $15.90 Unrealized —

PPG PPG INDUSTRIES INC 0.5%

Value ($000) $1,747 Shares 16,900 Est. Cost $84.32 Unrealized +4.7%

GPC GENUINE PARTS CO 0.5%

Value ($000) $1,698 Shares 16,900 Est. Cost $65.22 Unrealized +18.4%

— CA INC 0.5%

Value ($000) $1,591 Shares 48,100 Est. Cost $27.31 Unrealized —

VNO VORNADO REALTY TRUST 0.3%

Value ($000) $1,137 Shares 11,237 Est. Cost $103.92 Unrealized —

RLJ RLJ LODGING TRUST 0.2%

Value ($000) $606 Shares 28,800 Est. Cost $29.23 Unrealized —

UDR UDR INC 0.1%

Value ($000) $487 Shares 13,519 Est. Cost $22.75 Unrealized +14.7%

KRC KILROY REALTY CORP 0.1%

Value ($000) $277 Shares 4,000 Est. Cost $61.75 Unrealized —

— SL GREEN REALTY CORP 0.2%

Value ($000) $784 Shares 7,257 Est. Cost $114.13 Unrealized —

RHI ROBERT HALF INTL INC 0.3%

Value ($000) $1,136 Shares 30,000 Est. Cost $53.82 Unrealized -29.2%

KRG KITE REALTY GROUP TRUST 0.2%

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

HIW HIGHWOODS PROPERTIES INC 0.2%

Value ($000) $698 Shares 13,398 Est. Cost $43.12 Unrealized —

AFL AFLAC INC 0.6%

Value ($000) $1,962 Shares 27,300 Est. Cost $23.63 Unrealized +23.7%

AHRT ARMADA HOFFLER PROPERTIES IN 0.1%

Value ($000) $283 Shares 21,101 Est. Cost $13.74 Unrealized —

— PHYSICIANS REALTY TRUST 0.1%

Value ($000) $237 Shares 11,000 Est. Cost $17.60 Unrealized —

— CHESAPEAKE LODGING TRUST 0.1%

Value ($000) $332 Shares 14,500 Est. Cost $30.65 Unrealized —

— SILVER BAY REALTY TRUST CORP 0.1%

Value ($000) $175 Shares 10,000 Est. Cost $14.85 Unrealized —

JBHT HUNT (JB) TRANSPRT SVCS INC 0.5%

Value ($000) $1,517 Shares 18,700 Est. Cost $68.38 Unrealized +9.5%

— BED BATH and BEYOND INC 0.4%

Value ($000) $1,293 Shares 30,000 Est. Cost $48.47 Unrealized —

— HEALTHCARE REALTY TRUST INC 0.0%

Value ($000) $139 Shares 4,082 Est. Cost $27.68 Unrealized —

— COUSINS PROPERTIES INC 0.3%

Value ($000) $877 Shares 84,000 Est. Cost $10.38 Unrealized —

— DCT INDUSTRIAL TRUST INC 0.1%

Value ($000) $294 Shares 6,062 Est. Cost $33.66 Unrealized —

— RETAIL OPPORTUNITY INVESTMEN 0.0%

Value ($000) $154 Shares 7,000 Est. Cost $17.63 Unrealized —

— TAUBMAN CENTERS INC 0.1%

Value ($000) $446 Shares 6,000 Est. Cost $71.17 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	138,000	$7,949	2.4%	$39.56	+27.1%	COMMON STOCK	594918104
BMY	BRISTOL-MYERS SQUIBB CO	45,000	$2,426	0.7%	$44.80	+3.0%	COMMON STOCK	110122108
QCOM	QUALCOMM INC	49,500	$3,391	1.0%	$40.28	+16.5%	COMMON STOCK	747525103
GOOGL	ALPHABET INC-CL A	5,980	$4,808	1.5%	$32.64	+18.9%	COMMON STOCK	02079K305
INTC	INTEL CORP	110,700	$4,179	1.3%	$24.82	+15.3%	COMMON STOCK	458140100
BIIB	BIOGEN INC	7,700	$2,410	0.7%	$362.77	-18.4%	COMMON STOCK	09062X103
AMAT	APPLIED MATERIALS INC	82,000	$2,472	0.7%	$19.78	+27.0%	COMMON STOCK	038222105
DG	DOLLAR GENERAL CORP	20,800	$1,456	0.4%	$66.81	+12.3%	COMMON STOCK	256677105
GOOG	ALPHABET INC-CL C	5,100	$3,964	1.2%	$30.71	+22.7%	COMMON STOCK	02079K107
—	LINEAR TECHNOLOGY CORP	33,000	$1,957	0.6%	$40.35	—	COMMON STOCK	535678106
MA	MASTERCARD INC-CLASS A	29,000	$2,951	0.9%	$89.58	+1.4%	COMMON STOCK	57636Q104
TSCO	TRACTOR SUPPLY COMPANY	16,500	$1,111	0.3%	$15.20	-5.4%	COMMON STOCK	892356106
V	VISA INC-CLASS A SHARES	45,500	$3,763	1.1%	$71.26	+5.2%	COMMON STOCK	92826C839
DKS	DICK'S SPORTING GOODS INC	32,800	$1,860	0.6%	$31.69	+33.1%	COMMON STOCK	253393102
SPGI	SandP GLOBAL INC	18,500	$2,341	0.7%	$96.34	+14.4%	COMMON STOCK	78409V104
VZ	VERIZON COMMUNICATIONS INC	86,000	$4,470	1.3%	$30.04	+9.5%	COMMON STOCK	92343V104
T	ATandT INC	124,700	$5,064	1.5%	$12.32	+32.2%	COMMON STOCK	00206R102
MRK	MERCK and CO. INC.	67,000	$4,181	1.3%	$39.48	+10.8%	COMMON STOCK	58933Y105
TXN	TEXAS INSTRUMENTS INC	40,000	$2,807	0.8%	$40.51	+30.0%	COMMON STOCK	882508104
ITW	ILLINOIS TOOL WORKS	18,800	$2,253	0.7%	$68.35	+35.9%	COMMON STOCK	452308109
—	VARIAN MEDICAL SYSTEMS INC	16,800	$1,672	0.5%	$73.79	—	COMMON STOCK	92220P105
ROST	ROSS STORES INC	38,200	$2,456	0.7%	$45.47	+23.2%	COMMON STOCK	778296103
MO	ALTRIA GROUP INC	49,700	$3,143	0.9%	$27.12	+28.2%	COMMON STOCK	02209S103
SWKS	SKYWORKS SOLUTIONS INC	22,000	$1,675	0.5%	$64.03	-10.6%	COMMON STOCK	83088M102
CTSH	COGNIZANT TECH SOLUTIONS-A	28,700	$1,369	0.4%	$53.92	-6.5%	COMMON STOCK	192446102
LEA	LEAR CORP	14,000	$1,697	0.5%	$88.18	+8.1%	COMMON STOCK	521865204
—	FOOT LOCKER INC	20,000	$1,354	0.4%	$65.10	—	COMMON STOCK	344849104
PSA	PUBLIC STORAGE	7,813	$1,743	0.5%	$130.68	+22.2%	COMMON STOCK	74460D109
SPG	SIMON PROPERTY GROUP INC	24,606	$5,094	1.5%	$111.63	+19.1%	COMMON STOCK	828806109
MTD	METTLER-TOLEDO INTERNATIONAL	4,300	$1,805	0.5%	$316.01	+25.6%	COMMON STOCK	592688105
CTAS	CINTAS CORP	16,000	$1,802	0.5%	$20.49	+20.8%	COMMON STOCK	172908105
APH	AMPHENOL CORP-CL A	29,200	$1,896	0.6%	$12.16	+14.3%	COMMON STOCK	032095101
LOW	LOWE'S COS INC	31,500	$2,275	0.7%	$56.94	+14.9%	COMMON STOCK	548661107
WAT	WATERS CORP	11,200	$1,775	0.5%	$127.45	+21.4%	COMMON STOCK	941848103
DIS	WALT DISNEY CO/THE	36,900	$3,427	1.0%	$95.52	-7.0%	COMMON STOCK	254687106
—	TOTAL SYSTEM SERVICES INC	30,200	$1,424	0.4%	$53.11	—	COMMON STOCK	891906109
PFE	PFIZER INC	133,500	$4,522	1.4%	$21.05	+5.7%	COMMON STOCK	717081103
ISRG	INTUITIVE SURGICAL INC	2,800	$2,030	0.6%	$56.16	+36.3%	COMMON STOCK	46120E602
—	COACH INC	41,300	$1,510	0.5%	$40.75	—	COMMON STOCK	189754104
—	AMERICAN ELECTRIC POWER	29,000	$1,862	0.6%	$66.41	—	COMMON STOCK	25537101
PM	PHILIP MORRIS INTERNATIONAL	36,900	$3,587	1.1%	$47.96	+29.8%	COMMON STOCK	718172109
CLX	CLOROX COMPANY	12,000	$1,502	0.5%	$96.11	+4.3%	COMMON STOCK	189054109
GILD	GILEAD SCIENCES INC	35,900	$2,840	0.9%	$73.93	-21.8%	COMMON STOCK	375558103
DUK	DUKE ENERGY CORP	27,000	$2,161	0.7%	$46.35	+21.6%	COMMON STOCK	26441C204
ORCL	ORACLE CORP	87,000	$3,417	1.0%	$34.93	+1.4%	COMMON STOCK	68389X105
TROW	T ROWE PRICE GROUP INC	22,100	$1,470	0.4%	$50.99	-3.1%	COMMON STOCK	74144T108
DLR	DIGITAL REALTY TRUST INC	11,950	$1,161	0.4%	$45.65	+60.6%	COMMON STOCK	253868103
FFIV	F5 NETWORKS INC	13,000	$1,620	0.5%	$108.10	+12.3%	COMMON STOCK	315616102
—	HCP INC	53,007	$2,012	0.6%	$39.95	—	COMMON STOCK	40414L109
PLD	PROLOGIS INC	30,000	$1,606	0.5%	$29.27	+38.0%	COMMON STOCK	74340W103
HSIC	HENRY SCHEIN INC	9,400	$1,532	0.5%	$59.46	+11.6%	COMMON STOCK	806407102
MCD	MCDONALD'S CORP	25,800	$2,976	0.9%	$99.15	-4.6%	COMMON STOCK	580135101
SBUX	STARBUCKS CORP	43,600	$2,361	0.7%	$41.83	+9.6%	COMMON STOCK	855244109
UTHR	UNITED THERAPEUTICS CORP	10,200	$1,204	0.4%	$155.45	-22.7%	COMMON STOCK	91307C102
MKC	MCCORMICK and CO-NON VTG SHRS	16,200	$1,619	0.5%	$31.78	+33.4%	COMMON STOCK	579780206
ROK	ROCKWELL AUTOMATION INC	14,000	$1,713	0.5%	$86.08	+13.9%	COMMON STOCK	773903109
AJG	ARTHUR J GALLAGHER and CO	32,000	$1,628	0.5%	$33.74	+25.7%	COMMON STOCK	363576109
—	NORTHSTAR REALTY FINANCE	59,000	$777	0.2%	$13.11	—	COMMON STOCK	66704R803
SHW	SHERWIN-WILLIAMS CO/THE	5,900	$1,632	0.5%	$79.61	+11.8%	COMMON STOCK	824348106
NKE	NIKE INC -CL B	39,500	$2,080	0.6%	$53.13	-5.9%	COMMON STOCK	654106103
VFC	VF CORP	17,600	$986	0.3%	$68.87	-16.2%	COMMON STOCK	918204108
—	CITRIX SYSTEMS INC	18,000	$1,534	0.5%	$78.56	—	COMMON STOCK	177376100
—	CBL and ASSOCIATES PROPERTIES	32,000	$388	0.1%	$9.31	—	COMMON STOCK	124830100
SO	SOUTHERN CO/THE	38,200	$1,960	0.6%	$29.28	+21.6%	COMMON STOCK	842587107
PCG	P G and E CORP	31,000	$1,896	0.6%	$52.19	+15.7%	COMMON STOCK	69331C108
MAA	MID-AMERICA APARTMENT COMM	6,800	$639	0.2%	$53.12	+35.7%	COMMON STOCK	59522J103
—	CR BARD INC	7,700	$1,727	0.5%	$189.50	—	COMMON STOCK	067383109
—	CERNER CORP	26,000	$1,606	0.5%	$58.88	—	COMMON STOCK	156782104
ADP	AUTOMATIC DATA PROCESSING	22,100	$1,949	0.6%	$63.87	+16.0%	COMMON STOCK	053015103
EFX	EQUIFAX INC	13,000	$1,750	0.5%	$95.83	+26.8%	COMMON STOCK	294429105
TRV	TRAVELERS COS INC/THE	17,000	$1,947	0.6%	$91.51	+4.1%	COMMON STOCK	89417E109
CHRW	C.H. ROBINSON WORLDWIDE INC	20,000	$1,409	0.4%	$52.89	+6.2%	COMMON STOCK	12541W209
—	CARE CAPITAL PROPERTIES INC	33,290	$949	0.3%	$28.07	—	COMMON STOCK	141624106
OMC	OMNICOM GROUP	20,500	$1,743	0.5%	$52.01	+16.4%	COMMON STOCK	681919106
EXPD	EXPEDITORS INTL WASH INC	29,000	$1,494	0.5%	$42.54	+5.8%	COMMON STOCK	302130109
BDN	BRANDYWINE REALTY TRUST	59,500	$929	0.3%	$14.35	—	COMMON STOCK	105368203
—	SCANA CORP	21,000	$1,520	0.5%	$70.14	—	COMMON STOCK	80589M102
TJX	TJX COMPANIES INC	27,600	$2,064	0.6%	$30.14	+13.8%	COMMON STOCK	872540109
COST	COSTCO WHOLESALE CORP	13,500	$2,059	0.6%	$120.27	+13.9%	COMMON STOCK	22160K105
—	AVERY DENNISON CORP	20,000	$1,556	0.5%	$72.10	—	COMMON STOCK	53611109
ARE	ALEXANDRIA REAL ESTATE EQUIT	11,050	$1,202	0.4%	$64.41	+21.1%	COMMON STOCK	015271109
ORLY	O'REILLY AUTOMOTIVE INC	6,250	$1,751	0.5%	$17.33	+8.1%	COMMON STOCK	67103H107
—	WR BERKLEY CORP	26,500	$1,531	0.5%	$59.92	—	COMMON STOCK	84423102
—	GENERAL GROWTH PROPERTIES	26,000	$718	0.2%	$28.18	—	COMMON STOCK	370023103
CPT	CAMDEN PROPERTY TRUST	11,231	$940	0.3%	$50.53	+20.2%	COMMON STOCK	133131102
BRX	BRIXMOR PROPERTY GROUP INC	38,711	$1,076	0.3%	$25.63	—	COMMON STOCK	11120U105
AZO	AUTOZONE INC	2,000	$1,537	0.5%	$763.07	+2.0%	COMMON STOCK	053332102
PAYX	PAYCHEX INC	30,600	$1,771	0.5%	$34.10	+33.0%	COMMON STOCK	704326107
SNA	SNAP-ON INC	8,400	$1,276	0.4%	$130.90	-6.1%	COMMON STOCK	833034101
—	TORCHMARK CORP	24,000	$1,533	0.5%	$56.65	—	COMMON STOCK	891027104
KIM	KIMCO REALTY CORP	20,295	$588	0.2%	$15.89	+20.0%	COMMON STOCK	49446R109
—	DARDEN RESTAURANTS INC	23,000	$1,410	0.4%	$63.35	—	COMMON STOCK	23719105
ESRT	EMPIRE STATE REALTY TRUST-A	24,000	$503	0.2%	$17.54	—	COMMON STOCK	292104106
—	INTERPUBLIC GROUP OF COS INC	60,400	$1,350	0.4%	$15.38	+4.3%	COMMON STOCK	460690100
EL	ESTEE LAUDER COMPANIES-CL A	18,100	$1,603	0.5%	$70.86	+14.1%	COMMON STOCK	518439104
—	URSTADT BIDDLE - CLASS A	17,000	$378	0.1%	$21.31	—	COMMON STOCK	917286205
—	CYRUSONE INC	5,200	$247	0.1%	$30.76	—	COMMON STOCK	23283R100
UPS	UNITED PARCEL SERVICE-CL B	23,950	$2,619	0.8%	$69.25	+11.6%	COMMON STOCK	911312106
MRSH	MARSH and MCLENNAN COS	31,400	$2,112	0.6%	$47.42	+20.9%	COMMON STOCK	571748102
RMD	RESMED INC	23,200	$1,503	0.5%	$49.97	+19.9%	COMMON STOCK	761152107
—	NEW SENIOR INVESTMENT GROUP	41,863	$483	0.1%	$10.30	—	COMMON STOCK	648691103
—	DUPONT FABROS TECHNOLOGY	5,500	$227	0.1%	$30.04	—	COMMON STOCK	26613Q106
—	VEREIT INC	143,000	$1,483	0.4%	$8.45	—	COMMON STOCK	92339V100
—	WEINGARTEN REALTY INVESTORS	17,314	$675	0.2%	$34.81	—	COMMON STOCK	948741103
—	HOSPITALITY PROPERTIES TRUST	33,266	$989	0.3%	$30.11	—	COMMON STOCK	44106M102
UNH	UNITEDHEALTH GROUP INC	24,900	$3,486	1.1%	$97.08	+24.1%	COMMON STOCK	91324P102
CL	COLGATE-PALMOLIVE CO	31,400	$2,328	0.7%	$52.52	+13.1%	COMMON STOCK	194162103
—	CIGNA CORP	13,000	$1,694	0.5%	$135.00	—	COMMON STOCK	125509109
HD	HOME DEPOT INC	29,200	$3,757	1.1%	$87.83	+21.1%	COMMON STOCK	437076102
INTU	INTUIT INC	17,000	$1,870	0.6%	$97.25	+7.2%	COMMON STOCK	461202103
BXP	BOSTON PROPERTIES INC	5,814	$792	0.2%	$86.39	+8.6%	COMMON STOCK	101121101
WELL	WELLTOWER INC	17,247	$1,290	0.4%	$44.62	+21.0%	COMMON STOCK	95040Q104
AVB	AVALONBAY COMMUNITIES INC	8,802	$1,565	0.5%	$119.90	+9.0%	COMMON STOCK	053484101
—	FLIR SYSTEMS INC	49,300	$1,549	0.5%	$30.95	—	COMMON STOCK	302445101
—	COLONY STARWOOD HOMES	13,000	$373	0.1%	$24.79	—	COMMON STOCK	19625X102
MMM	3M CO	17,600	$3,102	0.9%	$92.30	+18.3%	COMMON STOCK	88579Y101
RMR	RMR GROUP INC/THE - A	2,782	$106	0.0%	$7.12	+166.8%	COMMON STOCK	74967R106
GLPI	GAMING AND LEISURE PROPERTIE	18,500	$619	0.2%	$33.97	—	COMMON STOCK	36467J108
—	INFRAREIT INC	31,720	$575	0.2%	$17.53	—	COMMON STOCK	45685L100
—	AMERICAN CAMPUS COMMUNITIES	9,500	$483	0.1%	$36.94	—	COMMON STOCK	024835100
GWW	WW GRAINGER INC	7,100	$1,596	0.5%	$189.19	+2.8%	COMMON STOCK	384802104
ESS	ESSEX PROPERTY TRUST INC	3,000	$668	0.2%	$158.15	+5.2%	COMMON STOCK	297178105
AMH	AMERICAN HOMES 4 RENT- A	12,000	$260	0.1%	$15.90	—	COMMON STOCK	02665T306
PPG	PPG INDUSTRIES INC	16,900	$1,747	0.5%	$84.32	+4.7%	COMMON STOCK	693506107
GPC	GENUINE PARTS CO	16,900	$1,698	0.5%	$65.22	+18.4%	COMMON STOCK	372460105
—	CA INC	48,100	$1,591	0.5%	$27.31	—	COMMON STOCK	12673P105
VNO	VORNADO REALTY TRUST	11,237	$1,137	0.3%	$103.92	—	COMMON STOCK	929042109
RLJ	RLJ LODGING TRUST	28,800	$606	0.2%	$29.23	—	COMMON STOCK	74965L101
UDR	UDR INC	13,519	$487	0.1%	$22.75	+14.7%	COMMON STOCK	902653104
KRC	KILROY REALTY CORP	4,000	$277	0.1%	$61.75	—	COMMON STOCK	49427F108
—	SL GREEN REALTY CORP	7,257	$784	0.2%	$114.13	—	COMMON STOCK	78440X101
RHI	ROBERT HALF INTL INC	30,000	$1,136	0.3%	$53.82	-29.2%	COMMON STOCK	770323103
KRG	KITE REALTY GROUP TRUST	28,400	$787	0.2%	$25.92	—	COMMON STOCK	49803T300
HIW	HIGHWOODS PROPERTIES INC	13,398	$698	0.2%	$43.12	—	COMMON STOCK	431284108
AFL	AFLAC INC	27,300	$1,962	0.6%	$23.63	+23.7%	COMMON STOCK	001055102
AHRT	ARMADA HOFFLER PROPERTIES IN	21,101	$283	0.1%	$13.74	—	COMMON STOCK	04208T108
—	PHYSICIANS REALTY TRUST	11,000	$237	0.1%	$17.60	—	COMMON STOCK	71943U104
—	CHESAPEAKE LODGING TRUST	14,500	$332	0.1%	$30.65	—	COMMON STOCK	165240102
—	SILVER BAY REALTY TRUST CORP	10,000	$175	0.1%	$14.85	—	COMMON STOCK	82735Q102
JBHT	HUNT (JB) TRANSPRT SVCS INC	18,700	$1,517	0.5%	$68.38	+9.5%	COMMON STOCK	445658107
—	BED BATH and BEYOND INC	30,000	$1,293	0.4%	$48.47	—	COMMON STOCK	075896100
—	HEALTHCARE REALTY TRUST INC	4,082	$139	0.0%	$27.68	—	COMMON STOCK	421946104
—	COUSINS PROPERTIES INC	84,000	$877	0.3%	$10.38	—	COMMON STOCK	222795106
—	DCT INDUSTRIAL TRUST INC	6,062	$294	0.1%	$33.66	—	COMMON STOCK	233153204
—	RETAIL OPPORTUNITY INVESTMEN	7,000	$154	0.0%	$17.63	—	COMMON STOCK	76131N101
—	TAUBMAN CENTERS INC	6,000	$446	0.1%	$71.17	—	COMMON STOCK	876664103