Pensionfund Sabic Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
META	FACEBOOK INC-A	40,000	$5,682	1.8%	$132.71	0.0%	COMMON STOCK	30303M102
—	CELGENE CORP	21,600	$2,688	0.8%	$124.44	—	COMMON STOCK	151020104
LLY	ELI LILLY and CO	30,400	$2,557	0.8%	$69.54	0.0%	COMMON STOCK	532457108
—	UNITED TECHNOLOGIES CORP	22,000	$2,469	0.8%	$112.23	—	COMMON STOCK	913017109
ADI	ANALOG DEVICES INC	27,593	$2,261	0.7%	$66.43	0.0%	COMMON STOCK	032654105
SYK	STRYKER CORP	15,300	$2,014	0.6%	$114.51	0.0%	COMMON STOCK	863667101
BAX	BAXTER INTERNATIONAL INC	35,300	$1,831	0.6%	$42.39	0.0%	COMMON STOCK	071813109
EA	ELECTRONIC ARTS INC	20,400	$1,826	0.6%	$82.78	0.0%	COMMON STOCK	285512109
ALGN	ALIGN TECHNOLOGY INC	15,400	$1,767	0.5%	$101.02	0.0%	COMMON STOCK	016255101
MAN	MANPOWERGROUP INC	17,000	$1,744	0.5%	$97.01	0.0%	COMMON STOCK	56418H100
PH	PARKER HANNIFIN CORP	10,800	$1,731	0.5%	$132.60	0.0%	COMMON STOCK	701094104
CDNS	CADENCE DESIGN SYS INC	54,600	$1,714	0.5%	$29.18	0.0%	COMMON STOCK	127387108
MCO	MOODY'S CORP	15,300	$1,714	0.5%	$98.85	0.0%	COMMON STOCK	615369105
SWK	STANLEY BLACK and DECKER INC	12,800	$1,701	0.5%	$99.03	0.0%	COMMON STOCK	854502101
FTV	FORTIVE CORP	28,100	$1,692	0.5%	$34.58	0.0%	COMMON STOCK	34959J108
SNPS	SYNOPSYS INC	23,400	$1,688	0.5%	$66.92	0.0%	COMMON STOCK	871607107
PFG	PRINCIPAL FINANCIAL GROUP	26,300	$1,660	0.5%	$43.60	0.0%	COMMON STOCK	74251V102
ULTA	ULTA SALON COSMETICS and FRAGR	5,700	$1,626	0.5%	$273.75	0.0%	COMMON STOCK	90384S303
MHK	MOHAWK INDUSTRIES INC	7,000	$1,606	0.5%	$219.75	0.0%	COMMON STOCK	608190104
CHD	CHURCH and DWIGHT CO INC	32,200	$1,606	0.5%	$42.65	0.0%	COMMON STOCK	171340102
—	QUINTILES TRANSNATIONAL HOLD	19,400	$1,562	0.5%	$80.52	—	COMMON STOCK	74876Y101
IT	GARTNER INC	14,200	$1,533	0.5%	$103.07	0.0%	COMMON STOCK	366651107
—	WYNDHAM WORLDWIDE CORP	18,100	$1,526	0.5%	$84.31	—	COMMON STOCK	98310W108
AOS	SMITH (A.O.) CORP	29,300	$1,499	0.5%	$42.64	0.0%	COMMON STOCK	831865209
FISV	FISERV INC	13,000	$1,499	0.5%	$56.13	0.0%	COMMON STOCK	337738108
RGA	REINSURANCE GROUP OF AMERICA	11,500	$1,460	0.5%	$126.90	0.0%	COMMON STOCK	759351604
GAP	GAP INC/THE	58,200	$1,414	0.4%	$17.48	0.0%	COMMON STOCK	364760108
INGR	INGREDION INC	11,200	$1,349	0.4%	$122.30	0.0%	COMMON STOCK	457187102
—	GGP Inc	29,000	$672	0.2%	$23.17	—	COMMON STOCK	36174X101
—	COLONY NORTHSTAR INC-CLASS A	36,286	$468	0.1%	$12.90	—	COMMON STOCK	19625W104
—	TIER REIT INC	20,000	$347	0.1%	$17.35	—	COMMON STOCK	88650V208
VREX	VAREX IMAGING Corp	6,720	$226	0.1%	$31.14	0.0%	COMMON STOCK	92214X106
—	Bioverativ Inc-W/I	3,850	$210	0.1%	$54.55	—	COMMON STOCK	09075E100

Increased Positions (39)

VFC VF CORP 0.5%

Value ($000) $1,605 (+70.9%) Shares 29,200 (+65.9%) Est. Cost $61.11 Unrealized -19.3%

— FOREST CITY REALTY TRUST- A 0.2%

Value ($000) $653 (+213.9%) Shares 30,000 (+200.0%) Est. Cost $21.44 Unrealized —

WELL WELLTOWER INC 0.5%

Value ($000) $1,576 (+36.6%) Shares 22,247 (+29.0%) Est. Cost $45.57 Unrealized +7.2%

VTR VENTAS INC 0.6%

Value ($000) $1,845 (+26.3%) Shares 28,362 (+21.4%) Est. Cost $45.96 Unrealized -7.5%

NKE NIKE INC -CL B 0.7%

Value ($000) $2,346 (+16.8%) Shares 42,100 (+6.6%) Est. Cost $52.89 Unrealized -6.9%

KRG KITE REALTY GROUP TRUST 0.3%

Value ($000) $976 (+46.3%) Shares 45,400 (+59.9%) Est. Cost $24.26 Unrealized —

— RAMCO-GERSHENSON PROPERTIES 0.2%

Value ($000) $773 (+54.9%) Shares 55,100 (+83.1%) Est. Cost $16.42 Unrealized —

CTSH COGNIZANT TECH SOLUTIONS-A 0.6%

Value ($000) $1,869 (+16.2%) Shares 31,400 (+9.4%) Est. Cost $53.67 Unrealized -5.0%

AVB AVALONBAY COMMUNITIES INC 0.6%

Value ($000) $1,800 (+15.5%) Shares 9,802 (+11.4%) Est. Cost $121.17 Unrealized +9.2%

— DUPONT FABROS TECHNOLOGY 0.2%

Value ($000) $620 (+48.7%) Shares 12,500 (+31.6%) Est. Cost $39.17 Unrealized —

SPG SIMON PROPERTY GROUP INC 1.5%

Value ($000) $4,732 (+4.4%) Shares 27,506 (+7.8%) Est. Cost $111.73 Unrealized -0.2%

PSA PUBLIC STORAGE 0.6%

Value ($000) $1,929 (+10.5%) Shares 8,813 (+12.8%) Est. Cost $133.35 Unrealized +15.7%

HST HOST HOTELS and RESORTS INC 0.4%

Value ($000) $1,443 (+13.7%) Shares 77,343 (+14.8%) Est. Cost $13.12 Unrealized -1.4%

— FOOT LOCKER INC 0.5%

Value ($000) $1,586 (+11.8%) Shares 21,200 (+6.0%) Est. Cost $65.65 Unrealized —

MAA MID-AMERICA APARTMENT COMM 0.4%

Value ($000) $1,358 (+12.3%) Shares 13,350 (+8.1%) Est. Cost $60.42 Unrealized +20.5%

EQR EQUITY RESIDENTIAL 0.4%

Value ($000) $1,428 (+11.2%) Shares 22,953 (+15.0%) Est. Cost $44.80 Unrealized +0.9%

PLD PROLOGIS INC 0.5%

Value ($000) $1,712 (+8.1%) Shares 33,000 (+10.0%) Est. Cost $30.21 Unrealized +31.2%

— INTERPUBLIC GROUP OF COS INC 0.5%

Value ($000) $1,536 (+8.6%) Shares 62,500 (+3.5%) Est. Cost $15.43 Unrealized +9.9%

SO SOUTHERN CO/THE 0.6%

Value ($000) $1,981 (+5.4%) Shares 39,800 (+4.2%) Est. Cost $29.48 Unrealized +15.9%

CDP CORPORATE OFFICE PROPERTIES 0.2%

Value ($000) $679 (+17.5%) Shares 20,500 (+10.8%) Est. Cost $29.53 Unrealized —

IRM IRON MOUNTAIN INC 0.2%

Value ($000) $713 (+15.6%) Shares 20,000 (+5.3%) Est. Cost $21.67 Unrealized -0.8%

— VEREIT INC 0.4%

Value ($000) $1,299 (+7.4%) Shares 153,000 (+7.0%) Est. Cost $8.45 Unrealized —

TSCO TRACTOR SUPPLY COMPANY 0.4%

Value ($000) $1,338 (+7.0%) Shares 19,400 (+17.6%) Est. Cost $14.82 Unrealized -14.5%

— DDR CORP 0.2%

Value ($000) $739 (-10.4%) Shares 59,000 (+9.3%) Est. Cost $16.58 Unrealized —

— CYRUSONE INC 0.1%

Value ($000) $319 (+36.9%) Shares 6,200 (+19.2%) Est. Cost $34.10 Unrealized —

— SELECT INCOME REIT 0.4%

Value ($000) $1,261 (+6.7%) Shares 48,900 (+4.3%) Est. Cost $22.30 Unrealized —

— COLUMBIA PROPERTY TRUST INC 0.2%

Value ($000) $779 (+9.3%) Shares 35,000 (+6.1%) Est. Cost $22.21 Unrealized —

AHRT ARMADA HOFFLER PROPERTIES IN 0.1%

Value ($000) $363 (+18.2%) Shares 26,101 (+23.7%) Est. Cost $13.77 Unrealized —

— LIBERTY PROPERTY TRUST 0.3%

Value ($000) $1,079 (+5.2%) Shares 27,984 (+7.7%) Est. Cost $35.55 Unrealized —

ESRT EMPIRE STATE REALTY TRUST-A 0.2%

Value ($000) $537 (+10.7%) Shares 26,000 (+8.3%) Est. Cost $17.78 Unrealized —

BRX BRIXMOR PROPERTY GROUP INC 0.3%

Value ($000) $895 (-5.3%) Shares 41,711 (+7.7%) Est. Cost $25.33 Unrealized —

CPT CAMDEN PROPERTY TRUST 0.3%

Value ($000) $984 (+4.2%) Shares 12,231 (+8.9%) Est. Cost $51.37 Unrealized +18.3%

— INFRAREIT INC 0.2%

Value ($000) $607 (+6.9%) Shares 33,720 (+6.3%) Est. Cost $17.56 Unrealized —

UDR UDR INC 0.2%

Value ($000) $526 (+6.7%) Shares 14,519 (+7.4%) Est. Cost $22.97 Unrealized +13.3%

— APARTMENT INVT and MGMT CO -A 0.2%

Value ($000) $687 (+4.2%) Shares 15,500 (+6.9%) Est. Cost $43.16 Unrealized —

HIW HIGHWOODS PROPERTIES INC 0.2%

Value ($000) $707 (+3.5%) Shares 14,398 (+7.5%) Est. Cost $43.53 Unrealized —

BMY BRISTOL-MYERS SQUIBB CO 0.8%

Value ($000) $2,643 (+0.5%) Shares 48,600 (+8.0%) Est. Cost $44.44 Unrealized -10.2%

AZO AUTOZONE INC 0.5%

Value ($000) $1,591 (+0.7%) Shares 2,200 (+10.0%) Est. Cost $761.02 Unrealized -2.7%

SKT TANGER FACTORY OUTLET CENTER 0.3%

Value ($000) $868 (-1.0%) Shares 26,500 (+8.2%) Est. Cost $34.21 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VFC	VF CORP	29,200 (+65.9%)	$1,605 (+70.9%)	0.5%	$61.11	-19.3%	COMMON STOCK	918204108
—	FOREST CITY REALTY TRUST- A	30,000 (+200.0%)	$653 (+213.9%)	0.2%	$21.44	—	COMMON STOCK	345605109
WELL	WELLTOWER INC	22,247 (+29.0%)	$1,576 (+36.6%)	0.5%	$45.57	+7.2%	COMMON STOCK	95040Q104
VTR	VENTAS INC	28,362 (+21.4%)	$1,845 (+26.3%)	0.6%	$45.96	-7.5%	COMMON STOCK	92276F100
NKE	NIKE INC -CL B	42,100 (+6.6%)	$2,346 (+16.8%)	0.7%	$52.89	-6.9%	COMMON STOCK	654106103
KRG	KITE REALTY GROUP TRUST	45,400 (+59.9%)	$976 (+46.3%)	0.3%	$24.26	—	COMMON STOCK	49803T300
—	RAMCO-GERSHENSON PROPERTIES	55,100 (+83.1%)	$773 (+54.9%)	0.2%	$16.42	—	COMMON STOCK	751452202
CTSH	COGNIZANT TECH SOLUTIONS-A	31,400 (+9.4%)	$1,869 (+16.2%)	0.6%	$53.67	-5.0%	COMMON STOCK	192446102
AVB	AVALONBAY COMMUNITIES INC	9,802 (+11.4%)	$1,800 (+15.5%)	0.6%	$121.17	+9.2%	COMMON STOCK	053484101
—	DUPONT FABROS TECHNOLOGY	12,500 (+31.6%)	$620 (+48.7%)	0.2%	$39.17	—	COMMON STOCK	26613Q106
SPG	SIMON PROPERTY GROUP INC	27,506 (+7.8%)	$4,732 (+4.4%)	1.5%	$111.73	-0.2%	COMMON STOCK	828806109
PSA	PUBLIC STORAGE	8,813 (+12.8%)	$1,929 (+10.5%)	0.6%	$133.35	+15.7%	COMMON STOCK	74460D109
HST	HOST HOTELS and RESORTS INC	77,343 (+14.8%)	$1,443 (+13.7%)	0.4%	$13.12	-1.4%	COMMON STOCK	44107P104
—	FOOT LOCKER INC	21,200 (+6.0%)	$1,586 (+11.8%)	0.5%	$65.65	—	COMMON STOCK	344849104
MAA	MID-AMERICA APARTMENT COMM	13,350 (+8.1%)	$1,358 (+12.3%)	0.4%	$60.42	+20.5%	COMMON STOCK	59522J103
EQR	EQUITY RESIDENTIAL	22,953 (+15.0%)	$1,428 (+11.2%)	0.4%	$44.80	+0.9%	COMMON STOCK	29476L107
PLD	PROLOGIS INC	33,000 (+10.0%)	$1,712 (+8.1%)	0.5%	$30.21	+31.2%	COMMON STOCK	74340W103
—	INTERPUBLIC GROUP OF COS INC	62,500 (+3.5%)	$1,536 (+8.6%)	0.5%	$15.43	+9.9%	COMMON STOCK	460690100
SO	SOUTHERN CO/THE	39,800 (+4.2%)	$1,981 (+5.4%)	0.6%	$29.48	+15.9%	COMMON STOCK	842587107
CDP	CORPORATE OFFICE PROPERTIES	20,500 (+10.8%)	$679 (+17.5%)	0.2%	$29.53	—	COMMON STOCK	22002T108
IRM	IRON MOUNTAIN INC	20,000 (+5.3%)	$713 (+15.6%)	0.2%	$21.67	-0.8%	COMMON STOCK	46284V101
—	VEREIT INC	153,000 (+7.0%)	$1,299 (+7.4%)	0.4%	$8.45	—	COMMON STOCK	92339V100
TSCO	TRACTOR SUPPLY COMPANY	19,400 (+17.6%)	$1,338 (+7.0%)	0.4%	$14.82	-14.5%	COMMON STOCK	892356106
—	DDR CORP	59,000 (+9.3%)	$739 (-10.4%)	0.2%	$16.58	—	COMMON STOCK	23317H102
—	CYRUSONE INC	6,200 (+19.2%)	$319 (+36.9%)	0.1%	$34.10	—	COMMON STOCK	23283R100
—	SELECT INCOME REIT	48,900 (+4.3%)	$1,261 (+6.7%)	0.4%	$22.30	—	COMMON STOCK	81618T100
—	COLUMBIA PROPERTY TRUST INC	35,000 (+6.1%)	$779 (+9.3%)	0.2%	$22.21	—	COMMON STOCK	198287203
AHRT	ARMADA HOFFLER PROPERTIES IN	26,101 (+23.7%)	$363 (+18.2%)	0.1%	$13.77	—	COMMON STOCK	04208T108
—	LIBERTY PROPERTY TRUST	27,984 (+7.7%)	$1,079 (+5.2%)	0.3%	$35.55	—	COMMON STOCK	531172104
ESRT	EMPIRE STATE REALTY TRUST-A	26,000 (+8.3%)	$537 (+10.7%)	0.2%	$17.78	—	COMMON STOCK	292104106
BRX	BRIXMOR PROPERTY GROUP INC	41,711 (+7.7%)	$895 (-5.3%)	0.3%	$25.33	—	COMMON STOCK	11120U105
CPT	CAMDEN PROPERTY TRUST	12,231 (+8.9%)	$984 (+4.2%)	0.3%	$51.37	+18.3%	COMMON STOCK	133131102
—	INFRAREIT INC	33,720 (+6.3%)	$607 (+6.9%)	0.2%	$17.56	—	COMMON STOCK	45685L100
UDR	UDR INC	14,519 (+7.4%)	$526 (+6.7%)	0.2%	$22.97	+13.3%	COMMON STOCK	902653104
—	APARTMENT INVT and MGMT CO -A	15,500 (+6.9%)	$687 (+4.2%)	0.2%	$43.16	—	COMMON STOCK	03748R101
HIW	HIGHWOODS PROPERTIES INC	14,398 (+7.5%)	$707 (+3.5%)	0.2%	$43.53	—	COMMON STOCK	431284108
BMY	BRISTOL-MYERS SQUIBB CO	48,600 (+8.0%)	$2,643 (+0.5%)	0.8%	$44.44	-10.2%	COMMON STOCK	110122108
AZO	AUTOZONE INC	2,200 (+10.0%)	$1,591 (+0.7%)	0.5%	$761.02	-2.7%	COMMON STOCK	053332102
SKT	TANGER FACTORY OUTLET CENTER	26,500 (+8.2%)	$868 (-1.0%)	0.3%	$34.21	—	COMMON STOCK	875465106

Exited Positions (30)

MRK MERCK and CO. INC. 1.2%

Value ($000) $3,944 Shares 67,000 Est. Cost $39.48 Unrealized +16.7%

QCOM QUALCOMM INC 1.0%

Value ($000) $3,227 Shares 49,500 Est. Cost $40.28 Unrealized +13.0%

MCD MCDONALD'S CORP 1.0%

Value ($000) $3,140 Shares 25,800 Est. Cost $99.15 Unrealized +2.6%

CVS CVS HEALTH CORP 0.8%

Value ($000) $2,525 Shares 32,000 Est. Cost $75.56 Unrealized -19.8%

— LINEAR TECHNOLOGY CORP 0.6%

Value ($000) $2,058 Shares 33,000 Est. Cost $40.35 Unrealized —

FAST FASTENAL CO 0.6%

Value ($000) $1,973 Shares 42,000 Est. Cost $8.32 Unrealized +19.4%

EIX EDISON INTERNATIONAL 0.6%

Value ($000) $1,800 Shares 25,000 Est. Cost $51.05 Unrealized +2.5%

MCK MCKESSON CORP 0.6%

Value ($000) $1,798 Shares 12,800 Est. Cost $173.09 Unrealized -21.1%

— FLIR SYSTEMS INC 0.6%

Value ($000) $1,784 Shares 49,300 Est. Cost $30.95 Unrealized —

DTE DTE ENERGY COMPANY 0.5%

Value ($000) $1,773 Shares 18,000 Est. Cost $59.58 Unrealized +5.7%

ES EVERSOURCE ENERGY 0.5%

Value ($000) $1,767 Shares 32,000 Est. Cost $40.79 Unrealized +2.6%

WRB WR BERKLEY CORP 0.5%

Value ($000) $1,763 Shares 26,500 Est. Cost $14.61 Unrealized +15.2%

— CIGNA CORP 0.5%

Value ($000) $1,734 Shares 13,000 Est. Cost $135.00 Unrealized —

XEL XCEL ENERGY INC 0.5%

Value ($000) $1,709 Shares 42,000 Est. Cost $31.98 Unrealized +0.8%

— EATON VANCE CORP 0.5%

Value ($000) $1,675 Shares 40,000 Est. Cost $39.05 Unrealized —

AJG ARTHUR J GALLAGHER and CO 0.5%

Value ($000) $1,663 Shares 32,000 Est. Cost $33.74 Unrealized +42.5%

— CITRIX SYSTEMS INC 0.5%

Value ($000) $1,608 Shares 18,000 Est. Cost $78.56 Unrealized —

PPG PPG INDUSTRIES INC 0.5%

Value ($000) $1,601 Shares 16,900 Est. Cost $84.32 Unrealized +1.9%

HAS HASBRO INC 0.5%

Value ($000) $1,595 Shares 20,500 Est. Cost $59.17 Unrealized +15.4%

ZBH ZIMMER BIOMET HOLDINGS INC 0.5%

Value ($000) $1,548 Shares 15,000 Est. Cost $114.42 Unrealized -7.9%

DG DOLLAR GENERAL CORP 0.5%

Value ($000) $1,541 Shares 20,800 Est. Cost $66.81 Unrealized -2.3%

MSCI MSCI INC 0.5%

Value ($000) $1,497 Shares 19,000 Est. Cost $76.86 Unrealized +7.3%

— TOTAL SYSTEM SERVICES INC 0.5%

Value ($000) $1,481 Shares 30,200 Est. Cost $53.11 Unrealized —

RMD RESMED INC 0.4%

Value ($000) $1,440 Shares 23,200 Est. Cost $49.97 Unrealized +25.9%

SNA SNAP-ON INC 0.4%

Value ($000) $1,439 Shares 8,400 Est. Cost $130.90 Unrealized +5.4%

— CERNER CORP 0.4%

Value ($000) $1,232 Shares 26,000 Est. Cost $58.88 Unrealized —

— BED BATH and BEYOND INC 0.4%

Value ($000) $1,219 Shares 30,000 Est. Cost $48.47 Unrealized —

— NORTHSTAR REALTY FINANCE 0.2%

Value ($000) $697 Shares 46,000 Est. Cost $13.11 Unrealized —

— GENERAL GROWTH PROPERTIES 0.2%

Value ($000) $649 Shares 26,000 Est. Cost $28.18 Unrealized —

AMH AMERICAN HOMES 4 RENT- A 0.1%

Value ($000) $252 Shares 12,000 Est. Cost $15.90 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MRK	MERCK and CO. INC.	67,000	$3,944	1.2%	$39.48	+16.7%	—	58933Y105
QCOM	QUALCOMM INC	49,500	$3,227	1.0%	$40.28	+13.0%	—	747525103
MCD	MCDONALD'S CORP	25,800	$3,140	1.0%	$99.15	+2.6%	—	580135101
CVS	CVS HEALTH CORP	32,000	$2,525	0.8%	$75.56	-19.8%	—	126650100
—	LINEAR TECHNOLOGY CORP	33,000	$2,058	0.6%	$40.35	—	—	535678106
FAST	FASTENAL CO	42,000	$1,973	0.6%	$8.32	+19.4%	—	311900104
EIX	EDISON INTERNATIONAL	25,000	$1,800	0.6%	$51.05	+2.5%	—	281020107
MCK	MCKESSON CORP	12,800	$1,798	0.6%	$173.09	-21.1%	—	58155Q103
—	FLIR SYSTEMS INC	49,300	$1,784	0.6%	$30.95	—	—	302445101
DTE	DTE ENERGY COMPANY	18,000	$1,773	0.5%	$59.58	+5.7%	—	233331107
ES	EVERSOURCE ENERGY	32,000	$1,767	0.5%	$40.79	+2.6%	—	30040W108
WRB	WR BERKLEY CORP	26,500	$1,763	0.5%	$14.61	+15.2%	—	084423102
—	CIGNA CORP	13,000	$1,734	0.5%	$135.00	—	—	125509109
XEL	XCEL ENERGY INC	42,000	$1,709	0.5%	$31.98	+0.8%	—	98389B100
—	EATON VANCE CORP	40,000	$1,675	0.5%	$39.05	—	—	278265103
AJG	ARTHUR J GALLAGHER and CO	32,000	$1,663	0.5%	$33.74	+42.5%	—	363576109
—	CITRIX SYSTEMS INC	18,000	$1,608	0.5%	$78.56	—	—	177376100
PPG	PPG INDUSTRIES INC	16,900	$1,601	0.5%	$84.32	+1.9%	—	693506107
HAS	HASBRO INC	20,500	$1,595	0.5%	$59.17	+15.4%	—	418056107
ZBH	ZIMMER BIOMET HOLDINGS INC	15,000	$1,548	0.5%	$114.42	-7.9%	—	98956P102
DG	DOLLAR GENERAL CORP	20,800	$1,541	0.5%	$66.81	-2.3%	—	256677105
MSCI	MSCI INC	19,000	$1,497	0.5%	$76.86	+7.3%	—	55354G100
—	TOTAL SYSTEM SERVICES INC	30,200	$1,481	0.5%	$53.11	—	—	891906109
RMD	RESMED INC	23,200	$1,440	0.4%	$49.97	+25.9%	—	761152107
SNA	SNAP-ON INC	8,400	$1,439	0.4%	$130.90	+5.4%	—	833034101
—	CERNER CORP	26,000	$1,232	0.4%	$58.88	—	—	156782104
—	BED BATH and BEYOND INC	30,000	$1,219	0.4%	$48.47	—	—	075896100
—	NORTHSTAR REALTY FINANCE	46,000	$697	0.2%	$13.11	—	—	66704R803
—	GENERAL GROWTH PROPERTIES	26,000	$649	0.2%	$28.18	—	—	370023103
AMH	AMERICAN HOMES 4 RENT- A	12,000	$252	0.1%	$15.90	—	—	02665T306

Decreased Positions (82)

GOOGL ALPHABET INC-CL A 1.1%

Value ($000) $3,459 (-27.0%) Shares 4,080 (-31.8%) Est. Cost $32.64 Unrealized +27.8%

MSFT MICROSOFT CORP 2.3%

Value ($000) $7,594 (-11.4%) Shares 115,300 (-16.4%) Est. Cost $39.56 Unrealized +46.2%

AAPL APPLE INC 2.4%

Value ($000) $7,858 (-10.1%) Shares 54,700 (-27.5%) Est. Cost $26.04 Unrealized +16.9%

ROST ROSS STORES INC 0.5%

Value ($000) $1,667 (-33.5%) Shares 25,300 (-33.8%) Est. Cost $45.47 Unrealized +34.5%

VZ VERIZON COMMUNICATIONS INC 1.2%

Value ($000) $3,822 (-16.8%) Shares 78,400 (-8.8%) Est. Cost $30.04 Unrealized +4.6%

T ATandT INC 1.4%

Value ($000) $4,583 (-13.6%) Shares 110,300 (-11.5%) Est. Cost $12.32 Unrealized +35.8%

UNH UNITEDHEALTH GROUP INC 1.0%

Value ($000) $3,346 (-16.0%) Shares 20,400 (-18.1%) Est. Cost $97.08 Unrealized +46.4%

AMAT APPLIED MATERIALS INC 0.6%

Value ($000) $2,058 (-22.2%) Shares 52,900 (-35.5%) Est. Cost $19.78 Unrealized +64.5%

IBM INTL BUSINESS MACHINES CORP 1.0%

Value ($000) $3,326 (-14.7%) Shares 19,100 (-18.7%) Est. Cost $101.76 Unrealized +12.4%

INTC INTEL CORP 1.1%

Value ($000) $3,441 (-14.3%) Shares 95,400 (-13.8%) Est. Cost $24.82 Unrealized +19.6%

UPS UNITED PARCEL SERVICE-CL B 0.7%

Value ($000) $2,173 (-20.9%) Shares 20,250 (-15.4%) Est. Cost $69.25 Unrealized +13.2%

— CBS CORP-CLASS B NON VOTING 0.6%

Value ($000) $1,810 (-23.1%) Shares 26,100 (-29.5%) Est. Cost $54.73 Unrealized —

TXN TEXAS INSTRUMENTS INC 0.7%

Value ($000) $2,409 (-17.5%) Shares 29,900 (-25.3%) Est. Cost $40.51 Unrealized +49.7%

MO ALTRIA GROUP INC 1.0%

Value ($000) $3,121 (-12.9%) Shares 43,700 (-17.5%) Est. Cost $27.54 Unrealized +40.0%

JBHT HUNT (JB) TRANSPRT SVCS INC 0.4%

Value ($000) $1,367 (-24.7%) Shares 14,900 (-20.3%) Est. Cost $68.38 Unrealized +30.6%

DKS DICK'S SPORTING GOODS INC 0.4%

Value ($000) $1,294 (-25.7%) Shares 26,600 (-18.9%) Est. Cost $31.69 Unrealized +23.2%

FFIV F5 NETWORKS INC 0.4%

Value ($000) $1,440 (-23.4%) Shares 10,100 (-22.3%) Est. Cost $108.10 Unrealized +32.0%

LEA LEAR CORP 0.4%

Value ($000) $1,430 (-22.8%) Shares 10,100 (-27.9%) Est. Cost $88.18 Unrealized +35.4%

CMI CUMMINS INC 0.5%

Value ($000) $1,678 (-18.1%) Shares 11,100 (-26.0%) Est. Cost $94.73 Unrealized +23.8%

— COLONY STARWOOD HOMES 0.1%

Value ($000) $204 (-64.6%) Shares 6,000 (-70.0%) Est. Cost $26.19 Unrealized —

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

Value ($000) $1,473 (-20.0%) Shares 31,900 (-22.2%) Est. Cost $32.88 Unrealized -3.9%

ITW ILLINOIS TOOL WORKS 0.6%

Value ($000) $1,934 (-16.0%) Shares 14,600 (-22.3%) Est. Cost $68.35 Unrealized +53.0%

ADP AUTOMATIC DATA PROCESSING 0.6%

Value ($000) $1,915 (-15.7%) Shares 18,700 (-15.4%) Est. Cost $63.87 Unrealized +32.1%

PAYX PAYCHEX INC 0.5%

Value ($000) $1,514 (-18.7%) Shares 25,700 (-16.0%) Est. Cost $34.10 Unrealized +36.9%

— BLACKROCK INC 0.6%

Value ($000) $1,956 (-14.3%) Shares 5,100 (-15.0%) Est. Cost $362.50 Unrealized —

SBRA SABRA HEALTH CARE REIT INC 0.2%

Value ($000) $527 (-38.1%) Shares 18,875 (-45.9%) Est. Cost $24.21 Unrealized —

APH AMPHENOL CORP-CL A 0.5%

Value ($000) $1,644 (-16.2%) Shares 23,100 (-20.9%) Est. Cost $12.16 Unrealized +30.8%

COST COSTCO WHOLESALE CORP 0.7%

Value ($000) $2,297 (-11.4%) Shares 13,700 (-15.4%) Est. Cost $121.86 Unrealized +17.2%

HRL HORMEL FOODS CORP 0.4%

Value ($000) $1,382 (-17.6%) Shares 39,900 (-17.2%) Est. Cost $27.40 Unrealized +4.0%

INTU INTUIT INC 0.5%

Value ($000) $1,659 (-14.8%) Shares 14,300 (-15.9%) Est. Cost $97.25 Unrealized +15.6%

— TORCHMARK CORP 0.5%

Value ($000) $1,487 (-16.0%) Shares 19,300 (-19.6%) Est. Cost $56.65 Unrealized —

TRV TRAVELERS COS INC/THE 0.6%

Value ($000) $1,808 (-13.1%) Shares 15,000 (-11.8%) Est. Cost $91.51 Unrealized +8.1%

HSY HERSHEY CO/THE 0.5%

Value ($000) $1,551 (-14.3%) Shares 14,200 (-18.9%) Est. Cost $72.43 Unrealized +19.9%

CTAS CINTAS CORP 0.5%

Value ($000) $1,594 (-13.8%) Shares 12,600 (-21.3%) Est. Cost $20.49 Unrealized +32.2%

UTHR UNITED THERAPEUTICS CORP 0.4%

Value ($000) $1,218 (-16.7%) Shares 9,000 (-11.8%) Est. Cost $155.45 Unrealized -2.5%

DIS WALT DISNEY CO/THE 1.1%

Value ($000) $3,606 (-6.2%) Shares 31,800 (-13.8%) Est. Cost $95.52 Unrealized +7.8%

MA MASTERCARD INC-CLASS A 0.9%

Value ($000) $2,756 (-7.9%) Shares 24,500 (-15.5%) Est. Cost $89.58 Unrealized +16.4%

GWW WW GRAINGER INC 0.4%

Value ($000) $1,420 (-13.9%) Shares 6,100 (-14.1%) Est. Cost $189.19 Unrealized +13.9%

— COUSINS PROPERTIES INC 0.2%

Value ($000) $488 (-31.7%) Shares 59,000 (-29.8%) Est. Cost $10.38 Unrealized —

PFE PFIZER INC 1.3%

Value ($000) $4,115 (-5.1%) Shares 120,300 (-9.9%) Est. Cost $21.05 Unrealized +1.7%

MMM 3M CO 0.9%

Value ($000) $2,927 (-6.9%) Shares 15,300 (-13.1%) Est. Cost $92.30 Unrealized +23.1%

MKC MCCORMICK and CO-NON VTG SHRS 0.5%

Value ($000) $1,512 (-12.4%) Shares 15,500 (-16.2%) Est. Cost $32.70 Unrealized +25.1%

— VMWARE INC-CLASS A 0.5%

Value ($000) $1,530 (-11.7%) Shares 16,600 (-24.5%) Est. Cost $73.36 Unrealized —

MRSH MARSH and MCLENNAN COS 0.6%

Value ($000) $1,921 (-9.5%) Shares 26,000 (-17.2%) Est. Cost $47.42 Unrealized +30.2%

PEG PUBLIC SERVICE ENTERPRISE GP 0.5%

Value ($000) $1,650 (-10.5%) Shares 37,200 (-11.4%) Est. Cost $31.86 Unrealized +2.2%

— DUKE REALTY CORP 0.1%

Value ($000) $413 (-31.5%) Shares 15,707 (-30.8%) Est. Cost $20.79 Unrealized —

HD HOME DEPOT INC 1.2%

Value ($000) $3,729 (-4.8%) Shares 25,400 (-13.0%) Est. Cost $87.83 Unrealized +30.2%

ALL ALLSTATE CORP 0.6%

Value ($000) $1,825 (-8.8%) Shares 22,400 (-17.0%) Est. Cost $55.91 Unrealized +15.4%

GPC GENUINE PARTS CO 0.4%

Value ($000) $1,442 (-10.7%) Shares 15,600 (-7.7%) Est. Cost $65.22 Unrealized +13.8%

SJM JM SMUCKER CO/THE 0.5%

Value ($000) $1,494 (-10.3%) Shares 11,400 (-12.3%) Est. Cost $109.93 Unrealized -6.4%

LOW LOWE'S COS INC 0.7%

Value ($000) $2,409 (+7.5%) Shares 29,300 (-7.0%) Est. Cost $56.94 Unrealized +14.2%

ROK ROCKWELL AUTOMATION INC 0.5%

Value ($000) $1,713 (-9.0%) Shares 11,000 (-21.4%) Est. Cost $86.08 Unrealized +47.2%

— DR PEPPER SNAPPLE GROUP INC 0.5%

Value ($000) $1,645 (-9.3%) Shares 16,800 (-16.0%) Est. Cost $92.77 Unrealized —

EL ESTEE LAUDER COMPANIES-CL A 0.5%

Value ($000) $1,645 (-9.3%) Shares 19,400 (-18.1%) Est. Cost $71.22 Unrealized +3.7%

OMC OMNICOM GROUP 0.5%

Value ($000) $1,595 (-8.6%) Shares 18,500 (-9.8%) Est. Cost $52.01 Unrealized +20.1%

CL COLGATE-PALMOLIVE CO 0.7%

Value ($000) $2,210 (-6.2%) Shares 30,200 (-16.1%) Est. Cost $52.89 Unrealized +7.5%

ISRG INTUITIVE SURGICAL INC 0.6%

Value ($000) $1,916 (+7.9%) Shares 2,500 (-10.7%) Est. Cost $56.16 Unrealized +40.7%

AFL AFLAC INC 0.5%

Value ($000) $1,760 (-7.4%) Shares 24,300 (-11.0%) Est. Cost $23.63 Unrealized +22.0%

WAT WATERS CORP 0.5%

Value ($000) $1,641 (+9.0%) Shares 10,500 (-6.3%) Est. Cost $127.45 Unrealized +17.2%

AVY AVERY DENNISON CORP 0.5%

Value ($000) $1,539 (+9.6%) Shares 19,100 (-4.5%) Est. Cost $61.60 Unrealized +7.6%

PM PHILIP MORRIS INTERNATIONAL 1.2%

Value ($000) $3,793 (+3.6%) Shares 33,600 (-16.0%) Est. Cost $48.75 Unrealized +34.5%

MTD METTLER-TOLEDO INTERNATIONAL 0.5%

Value ($000) $1,676 (-6.9%) Shares 3,500 (-18.6%) Est. Cost $316.01 Unrealized +44.6%

— CA INC 0.4%

Value ($000) $1,405 (-8.0%) Shares 44,300 (-7.9%) Est. Cost $27.31 Unrealized —

XYL XYLEM INC 0.5%

Value ($000) $1,466 (-7.5%) Shares 29,200 (-8.8%) Est. Cost $43.77 Unrealized +0.1%

ORCL ORACLE CORP 1.0%

Value ($000) $3,234 (-3.3%) Shares 72,500 (-16.7%) Est. Cost $34.93 Unrealized +4.5%

RHI ROBERT HALF INTL INC 0.4%

Value ($000) $1,392 (-4.9%) Shares 28,500 (-5.0%) Est. Cost $53.82 Unrealized -10.2%

SPGI SandP GLOBAL INC 0.6%

Value ($000) $1,922 (-3.4%) Shares 14,700 (-20.5%) Est. Cost $96.34 Unrealized +19.1%

— CR BARD INC 0.5%

Value ($000) $1,665 (-3.8%) Shares 6,700 (-13.0%) Est. Cost $189.50 Unrealized —

— VARIAN MEDICAL SYSTEMS INC 0.4%

Value ($000) $1,449 (-3.9%) Shares 15,900 (-5.4%) Est. Cost $73.79 Unrealized —

CLX CLOROX COMPANY 0.5%

Value ($000) $1,699 (-3.0%) Shares 12,600 (-13.7%) Est. Cost $95.17 Unrealized +5.6%

DUK DUKE ENERGY CORP 0.7%

Value ($000) $2,140 (+2.1%) Shares 26,100 (-3.3%) Est. Cost $46.35 Unrealized +19.3%

— WABCO HOLDINGS INC 0.5%

Value ($000) $1,550 (-2.6%) Shares 13,200 (-12.0%) Est. Cost $113.53 Unrealized —

DRI DARDEN RESTAURANTS INC 0.5%

Value ($000) $1,632 (-2.5%) Shares 19,500 (-15.2%) Est. Cost $53.91 Unrealized +8.6%

EXPD EXPEDITORS INTL WASH INC 0.5%

Value ($000) $1,570 (+2.2%) Shares 27,800 (-4.1%) Est. Cost $42.54 Unrealized +15.5%

— HCP INC 0.4%

Value ($000) $1,377 (-1.4%) Shares 44,007 (-6.4%) Est. Cost $39.95 Unrealized —

AEP AMERICAN ELECTRIC POWER 0.6%

Value ($000) $1,839 (+0.7%) Shares 27,400 (-5.5%) Est. Cost $44.69 Unrealized +6.0%

— GRAMERCY PROPERTY TRUST 0.3%

Value ($000) $885 (+1.5%) Shares 33,666 (-64.6%) Est. Cost $9.18 Unrealized —

SBUX STARBUCKS CORP 0.7%

Value ($000) $2,429 (+0.3%) Shares 41,600 (-4.6%) Est. Cost $41.83 Unrealized +11.8%

SWKS SKYWORKS SOLUTIONS INC 0.5%

Value ($000) $1,636 (-0.4%) Shares 16,700 (-24.1%) Est. Cost $64.03 Unrealized +17.9%

TJX TJX COMPANIES INC 0.6%

Value ($000) $2,080 (+0.3%) Shares 26,300 (-4.7%) Est. Cost $30.14 Unrealized +12.8%

PCG P G and E CORP 0.6%

Value ($000) $1,878 (-0.3%) Shares 28,300 (-8.7%) Est. Cost $52.19 Unrealized +18.1%

V VISA INC-CLASS A SHARES 1.1%

Value ($000) $3,555 (+0.1%) Shares 40,000 (-12.1%) Est. Cost $71.26 Unrealized +13.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC-CL A	4,080 (-31.8%)	$3,459 (-27.0%)	1.1%	$32.64	+27.8%	COMMON STOCK	02079K305
MSFT	MICROSOFT CORP	115,300 (-16.4%)	$7,594 (-11.4%)	2.3%	$39.56	+46.2%	COMMON STOCK	594918104
AAPL	APPLE INC	54,700 (-27.5%)	$7,858 (-10.1%)	2.4%	$26.04	+16.9%	COMMON STOCK	037833100
ROST	ROSS STORES INC	25,300 (-33.8%)	$1,667 (-33.5%)	0.5%	$45.47	+34.5%	COMMON STOCK	778296103
VZ	VERIZON COMMUNICATIONS INC	78,400 (-8.8%)	$3,822 (-16.8%)	1.2%	$30.04	+4.6%	COMMON STOCK	92343V104
T	ATandT INC	110,300 (-11.5%)	$4,583 (-13.6%)	1.4%	$12.32	+35.8%	COMMON STOCK	00206R102
UNH	UNITEDHEALTH GROUP INC	20,400 (-18.1%)	$3,346 (-16.0%)	1.0%	$97.08	+46.4%	COMMON STOCK	91324P102
AMAT	APPLIED MATERIALS INC	52,900 (-35.5%)	$2,058 (-22.2%)	0.6%	$19.78	+64.5%	COMMON STOCK	038222105
IBM	INTL BUSINESS MACHINES CORP	19,100 (-18.7%)	$3,326 (-14.7%)	1.0%	$101.76	+12.4%	COMMON STOCK	459200101
INTC	INTEL CORP	95,400 (-13.8%)	$3,441 (-14.3%)	1.1%	$24.82	+19.6%	COMMON STOCK	458140100
UPS	UNITED PARCEL SERVICE-CL B	20,250 (-15.4%)	$2,173 (-20.9%)	0.7%	$69.25	+13.2%	COMMON STOCK	911312106
—	CBS CORP-CLASS B NON VOTING	26,100 (-29.5%)	$1,810 (-23.1%)	0.6%	$54.73	—	COMMON STOCK	124857202
TXN	TEXAS INSTRUMENTS INC	29,900 (-25.3%)	$2,409 (-17.5%)	0.7%	$40.51	+49.7%	COMMON STOCK	882508104
MO	ALTRIA GROUP INC	43,700 (-17.5%)	$3,121 (-12.9%)	1.0%	$27.54	+40.0%	COMMON STOCK	02209S103
JBHT	HUNT (JB) TRANSPRT SVCS INC	14,900 (-20.3%)	$1,367 (-24.7%)	0.4%	$68.38	+30.6%	COMMON STOCK	445658107
DKS	DICK'S SPORTING GOODS INC	26,600 (-18.9%)	$1,294 (-25.7%)	0.4%	$31.69	+23.2%	COMMON STOCK	253393102
FFIV	F5 NETWORKS INC	10,100 (-22.3%)	$1,440 (-23.4%)	0.4%	$108.10	+32.0%	COMMON STOCK	315616102
LEA	LEAR CORP	10,100 (-27.9%)	$1,430 (-22.8%)	0.4%	$88.18	+35.4%	COMMON STOCK	521865204
CMI	CUMMINS INC	11,100 (-26.0%)	$1,678 (-18.1%)	0.5%	$94.73	+23.8%	COMMON STOCK	231021106
—	COLONY STARWOOD HOMES	6,000 (-70.0%)	$204 (-64.6%)	0.1%	$26.19	—	COMMON STOCK	19625X102
BF/B	BROWN-FORMAN CORP-CLASS B	31,900 (-22.2%)	$1,473 (-20.0%)	0.5%	$32.88	-3.9%	COMMON STOCK	115637209
ITW	ILLINOIS TOOL WORKS	14,600 (-22.3%)	$1,934 (-16.0%)	0.6%	$68.35	+53.0%	COMMON STOCK	452308109
ADP	AUTOMATIC DATA PROCESSING	18,700 (-15.4%)	$1,915 (-15.7%)	0.6%	$63.87	+32.1%	COMMON STOCK	053015103
PAYX	PAYCHEX INC	25,700 (-16.0%)	$1,514 (-18.7%)	0.5%	$34.10	+36.9%	COMMON STOCK	704326107
—	BLACKROCK INC	5,100 (-15.0%)	$1,956 (-14.3%)	0.6%	$362.50	—	COMMON STOCK	09247X101
SBRA	SABRA HEALTH CARE REIT INC	18,875 (-45.9%)	$527 (-38.1%)	0.2%	$24.21	—	COMMON STOCK	78573L106
APH	AMPHENOL CORP-CL A	23,100 (-20.9%)	$1,644 (-16.2%)	0.5%	$12.16	+30.8%	COMMON STOCK	032095101
COST	COSTCO WHOLESALE CORP	13,700 (-15.4%)	$2,297 (-11.4%)	0.7%	$121.86	+17.2%	COMMON STOCK	22160K105
HRL	HORMEL FOODS CORP	39,900 (-17.2%)	$1,382 (-17.6%)	0.4%	$27.40	+4.0%	COMMON STOCK	440452100
INTU	INTUIT INC	14,300 (-15.9%)	$1,659 (-14.8%)	0.5%	$97.25	+15.6%	COMMON STOCK	461202103
—	TORCHMARK CORP	19,300 (-19.6%)	$1,487 (-16.0%)	0.5%	$56.65	—	COMMON STOCK	891027104
TRV	TRAVELERS COS INC/THE	15,000 (-11.8%)	$1,808 (-13.1%)	0.6%	$91.51	+8.1%	COMMON STOCK	89417E109
HSY	HERSHEY CO/THE	14,200 (-18.9%)	$1,551 (-14.3%)	0.5%	$72.43	+19.9%	COMMON STOCK	427866108
CTAS	CINTAS CORP	12,600 (-21.3%)	$1,594 (-13.8%)	0.5%	$20.49	+32.2%	COMMON STOCK	172908105
UTHR	UNITED THERAPEUTICS CORP	9,000 (-11.8%)	$1,218 (-16.7%)	0.4%	$155.45	-2.5%	COMMON STOCK	91307C102
DIS	WALT DISNEY CO/THE	31,800 (-13.8%)	$3,606 (-6.2%)	1.1%	$95.52	+7.8%	COMMON STOCK	254687106
MA	MASTERCARD INC-CLASS A	24,500 (-15.5%)	$2,756 (-7.9%)	0.9%	$89.58	+16.4%	COMMON STOCK	57636Q104
GWW	WW GRAINGER INC	6,100 (-14.1%)	$1,420 (-13.9%)	0.4%	$189.19	+13.9%	COMMON STOCK	384802104
—	COUSINS PROPERTIES INC	59,000 (-29.8%)	$488 (-31.7%)	0.2%	$10.38	—	COMMON STOCK	222795106
PFE	PFIZER INC	120,300 (-9.9%)	$4,115 (-5.1%)	1.3%	$21.05	+1.7%	COMMON STOCK	717081103
MMM	3M CO	15,300 (-13.1%)	$2,927 (-6.9%)	0.9%	$92.30	+23.1%	COMMON STOCK	88579Y101
MKC	MCCORMICK and CO-NON VTG SHRS	15,500 (-16.2%)	$1,512 (-12.4%)	0.5%	$32.70	+25.1%	COMMON STOCK	579780206
—	VMWARE INC-CLASS A	16,600 (-24.5%)	$1,530 (-11.7%)	0.5%	$73.36	—	COMMON STOCK	928563402
MRSH	MARSH and MCLENNAN COS	26,000 (-17.2%)	$1,921 (-9.5%)	0.6%	$47.42	+30.2%	COMMON STOCK	571748102
PEG	PUBLIC SERVICE ENTERPRISE GP	37,200 (-11.4%)	$1,650 (-10.5%)	0.5%	$31.86	+2.2%	COMMON STOCK	744573106
—	DUKE REALTY CORP	15,707 (-30.8%)	$413 (-31.5%)	0.1%	$20.79	—	COMMON STOCK	264411505
HD	HOME DEPOT INC	25,400 (-13.0%)	$3,729 (-4.8%)	1.2%	$87.83	+30.2%	COMMON STOCK	437076102
ALL	ALLSTATE CORP	22,400 (-17.0%)	$1,825 (-8.8%)	0.6%	$55.91	+15.4%	COMMON STOCK	020002101
GPC	GENUINE PARTS CO	15,600 (-7.7%)	$1,442 (-10.7%)	0.4%	$65.22	+13.8%	COMMON STOCK	372460105
SJM	JM SMUCKER CO/THE	11,400 (-12.3%)	$1,494 (-10.3%)	0.5%	$109.93	-6.4%	COMMON STOCK	832696405
LOW	LOWE'S COS INC	29,300 (-7.0%)	$2,409 (+7.5%)	0.7%	$56.94	+14.2%	COMMON STOCK	548661107
ROK	ROCKWELL AUTOMATION INC	11,000 (-21.4%)	$1,713 (-9.0%)	0.5%	$86.08	+47.2%	COMMON STOCK	773903109
—	DR PEPPER SNAPPLE GROUP INC	16,800 (-16.0%)	$1,645 (-9.3%)	0.5%	$92.77	—	COMMON STOCK	26138E109
EL	ESTEE LAUDER COMPANIES-CL A	19,400 (-18.1%)	$1,645 (-9.3%)	0.5%	$71.22	+3.7%	COMMON STOCK	518439104
OMC	OMNICOM GROUP	18,500 (-9.8%)	$1,595 (-8.6%)	0.5%	$52.01	+20.1%	COMMON STOCK	681919106
CL	COLGATE-PALMOLIVE CO	30,200 (-16.1%)	$2,210 (-6.2%)	0.7%	$52.89	+7.5%	COMMON STOCK	194162103
ISRG	INTUITIVE SURGICAL INC	2,500 (-10.7%)	$1,916 (+7.9%)	0.6%	$56.16	+40.7%	COMMON STOCK	46120E602
AFL	AFLAC INC	24,300 (-11.0%)	$1,760 (-7.4%)	0.5%	$23.63	+22.0%	COMMON STOCK	001055102
WAT	WATERS CORP	10,500 (-6.3%)	$1,641 (+9.0%)	0.5%	$127.45	+17.2%	COMMON STOCK	941848103
AVY	AVERY DENNISON CORP	19,100 (-4.5%)	$1,539 (+9.6%)	0.5%	$61.60	+7.6%	COMMON STOCK	053611109
PM	PHILIP MORRIS INTERNATIONAL	33,600 (-16.0%)	$3,793 (+3.6%)	1.2%	$48.75	+34.5%	COMMON STOCK	718172109
MTD	METTLER-TOLEDO INTERNATIONAL	3,500 (-18.6%)	$1,676 (-6.9%)	0.5%	$316.01	+44.6%	COMMON STOCK	592688105
—	CA INC	44,300 (-7.9%)	$1,405 (-8.0%)	0.4%	$27.31	—	COMMON STOCK	12673P105
XYL	XYLEM INC	29,200 (-8.8%)	$1,466 (-7.5%)	0.5%	$43.77	+0.1%	COMMON STOCK	98419M100
ORCL	ORACLE CORP	72,500 (-16.7%)	$3,234 (-3.3%)	1.0%	$34.93	+4.5%	COMMON STOCK	68389X105
RHI	ROBERT HALF INTL INC	28,500 (-5.0%)	$1,392 (-4.9%)	0.4%	$53.82	-10.2%	COMMON STOCK	770323103
SPGI	SandP GLOBAL INC	14,700 (-20.5%)	$1,922 (-3.4%)	0.6%	$96.34	+19.1%	COMMON STOCK	78409V104
—	CR BARD INC	6,700 (-13.0%)	$1,665 (-3.8%)	0.5%	$189.50	—	COMMON STOCK	067383109
—	VARIAN MEDICAL SYSTEMS INC	15,900 (-5.4%)	$1,449 (-3.9%)	0.4%	$73.79	—	COMMON STOCK	92220P105
CLX	CLOROX COMPANY	12,600 (-13.7%)	$1,699 (-3.0%)	0.5%	$95.17	+5.6%	COMMON STOCK	189054109
DUK	DUKE ENERGY CORP	26,100 (-3.3%)	$2,140 (+2.1%)	0.7%	$46.35	+19.3%	COMMON STOCK	26441C204
—	WABCO HOLDINGS INC	13,200 (-12.0%)	$1,550 (-2.6%)	0.5%	$113.53	—	COMMON STOCK	92927K102
DRI	DARDEN RESTAURANTS INC	19,500 (-15.2%)	$1,632 (-2.5%)	0.5%	$53.91	+8.6%	COMMON STOCK	237194105
EXPD	EXPEDITORS INTL WASH INC	27,800 (-4.1%)	$1,570 (+2.2%)	0.5%	$42.54	+15.5%	COMMON STOCK	302130109
—	HCP INC	44,007 (-6.4%)	$1,377 (-1.4%)	0.4%	$39.95	—	COMMON STOCK	40414L109
AEP	AMERICAN ELECTRIC POWER	27,400 (-5.5%)	$1,839 (+0.7%)	0.6%	$44.69	+6.0%	COMMON STOCK	025537101
—	GRAMERCY PROPERTY TRUST	33,666 (-64.6%)	$885 (+1.5%)	0.3%	$9.18	—	COMMON STOCK	385002308
SBUX	STARBUCKS CORP	41,600 (-4.6%)	$2,429 (+0.3%)	0.7%	$41.83	+11.8%	COMMON STOCK	855244109
SWKS	SKYWORKS SOLUTIONS INC	16,700 (-24.1%)	$1,636 (-0.4%)	0.5%	$64.03	+17.9%	COMMON STOCK	83088M102
TJX	TJX COMPANIES INC	26,300 (-4.7%)	$2,080 (+0.3%)	0.6%	$30.14	+12.8%	COMMON STOCK	872540109
PCG	P G and E CORP	28,300 (-8.7%)	$1,878 (-0.3%)	0.6%	$52.19	+18.1%	COMMON STOCK	69331C108
V	VISA INC-CLASS A SHARES	40,000 (-12.1%)	$3,555 (+0.1%)	1.1%	$71.26	+13.5%	COMMON STOCK	92826C839

Unchanged Positions (51)

GOOG ALPHABET INC-CL C 1.3%

Value ($000) $4,231 Shares 5,100 Est. Cost $30.71 Unrealized +32.6%

— COACH INC 0.5%

Value ($000) $1,707 Shares 41,300 Est. Cost $40.75 Unrealized —

SHW SHERWIN-WILLIAMS CO/THE 0.6%

Value ($000) $1,830 Shares 5,900 Est. Cost $79.61 Unrealized +16.8%

EFX EQUIFAX INC 0.5%

Value ($000) $1,778 Shares 13,000 Est. Cost $95.83 Unrealized +22.3%

IFF INTL FLAVORS and FRAGRANCES 0.5%

Value ($000) $1,590 Shares 12,000 Est. Cost $107.24 Unrealized -8.4%

HSIC HENRY SCHEIN INC 0.5%

Value ($000) $1,598 Shares 9,400 Est. Cost $59.46 Unrealized +9.3%

— SCANA CORP 0.4%

Value ($000) $1,372 Shares 21,000 Est. Cost $70.14 Unrealized —

TROW T ROWE PRICE GROUP INC 0.5%

Value ($000) $1,506 Shares 22,100 Est. Cost $50.99 Unrealized +0.1%

GILD GILEAD SCIENCES INC 0.8%

Value ($000) $2,438 Shares 35,900 Est. Cost $73.93 Unrealized -31.5%

DLR DIGITAL REALTY TRUST INC 0.4%

Value ($000) $1,271 Shares 11,950 Est. Cost $45.65 Unrealized +69.2%

CHRW C.H. ROBINSON WORLDWIDE INC 0.5%

Value ($000) $1,546 Shares 20,000 Est. Cost $52.89 Unrealized +17.8%

BIIB BIOGEN INC 0.6%

Value ($000) $2,105 Shares 7,700 Est. Cost $362.77 Unrealized -22.1%

— SENIOR HOUSING PROP TRUST 0.4%

Value ($000) $1,136 Shares 56,100 Est. Cost $17.58 Unrealized —

— CARE CAPITAL PROPERTIES INC 0.3%

Value ($000) $1,029 Shares 38,290 Est. Cost $27.67 Unrealized —

KIM KIMCO REALTY CORP 0.1%

Value ($000) $448 Shares 20,295 Est. Cost $15.89 Unrealized -3.4%

— CBL and ASSOCIATES PROPERTIES 0.1%

Value ($000) $305 Shares 32,000 Est. Cost $9.31 Unrealized —

— URSTADT BIDDLE - CLASS A 0.1%

Value ($000) $350 Shares 17,000 Est. Cost $21.31 Unrealized —

MAC MACERICH CO/THE 0.2%

Value ($000) $532 Shares 8,266 Est. Cost $81.58 Unrealized —

ORLY O'REILLY AUTOMOTIVE INC 0.5%

Value ($000) $1,687 Shares 6,250 Est. Cost $17.33 Unrealized +4.2%

GLPI GAMING AND LEISURE PROPERTIE 0.2%

Value ($000) $618 Shares 18,500 Est. Cost $33.97 Unrealized —

— TAUBMAN CENTERS INC 0.1%

Value ($000) $396 Shares 6,000 Est. Cost $71.17 Unrealized —

VNO VORNADO REALTY TRUST 0.3%

Value ($000) $1,127 Shares 11,237 Est. Cost $103.92 Unrealized —

— SILVER BAY REALTY TRUST CORP 0.1%

Value ($000) $215 Shares 10,000 Est. Cost $14.85 Unrealized —

— WEINGARTEN REALTY INVESTORS 0.2%

Value ($000) $578 Shares 17,314 Est. Cost $34.81 Unrealized —

BXP BOSTON PROPERTIES INC 0.2%

Value ($000) $770 Shares 5,814 Est. Cost $86.39 Unrealized +4.9%

STAG STAG INDUSTRIAL INC 0.3%

Value ($000) $838 Shares 33,500 Est. Cost $19.32 Unrealized —

— LASALLE HOTEL PROPERTIES 0.2%

Value ($000) $703 Shares 24,300 Est. Cost $26.32 Unrealized —

— QUALITY CARE PROPERTIES 0.1%

Value ($000) $200 Shares 10,601 Est. Cost $15.47 Unrealized —

RLJ RLJ LODGING TRUST 0.2%

Value ($000) $677 Shares 28,800 Est. Cost $29.23 Unrealized —

— CHESAPEAKE LODGING TRUST 0.1%

Value ($000) $347 Shares 14,500 Est. Cost $30.65 Unrealized —

RMR RMR GROUP INC/THE - A 0.0%

Value ($000) $138 Shares 2,782 Est. Cost $7.12 Unrealized +252.5%

— PARKWAY INC 0.1%

Value ($000) $209 Shares 10,500 Est. Cost $22.29 Unrealized —

DRH DIAMONDROCK HOSPITALITY CO 0.2%

Value ($000) $636 Shares 57,000 Est. Cost $9.11 Unrealized —

— AMERICAN CAMPUS COMMUNITIES 0.1%

Value ($000) $452 Shares 9,500 Est. Cost $36.94 Unrealized —

— Life Storage Inc 0.2%

Value ($000) $534 Shares 6,500 Est. Cost $87.62 Unrealized —

EPR EPR PROPERTIES 0.2%

Value ($000) $685 Shares 9,300 Est. Cost $56.80 Unrealized —

— NEW SENIOR INVESTMENT GROUP 0.1%

Value ($000) $427 Shares 41,863 Est. Cost $10.30 Unrealized —

BDN BRANDYWINE REALTY TRUST 0.3%

Value ($000) $966 Shares 59,500 Est. Cost $14.35 Unrealized —

— PHYSICIANS REALTY TRUST 0.1%

Value ($000) $219 Shares 11,000 Est. Cost $17.60 Unrealized —

— MONOGRAM RESIDENTIAL TRUST I 0.0%

Value ($000) $118 Shares 11,875 Est. Cost $9.85 Unrealized —

— HEALTHCARE REALTY TRUST INC 0.0%

Value ($000) $133 Shares 4,082 Est. Cost $27.68 Unrealized —

ELME WASHINGTON REIT 0.1%

Value ($000) $188 Shares 6,000 Est. Cost $32.67 Unrealized —

ARE ALEXANDRIA REAL ESTATE EQUIT 0.4%

Value ($000) $1,221 Shares 11,050 Est. Cost $64.41 Unrealized +27.4%

— SL GREEN REALTY CORP 0.2%

Value ($000) $774 Shares 7,257 Est. Cost $114.13 Unrealized —

— HOSPITALITY PROPERTIES TRUST 0.3%

Value ($000) $860 Shares 27,266 Est. Cost $30.11 Unrealized —

KRC KILROY REALTY CORP 0.1%

Value ($000) $288 Shares 4,000 Est. Cost $61.75 Unrealized —

EGP EASTGROUP PROPERTIES INC 0.2%

Value ($000) $766 Shares 10,422 Est. Cost $57.33 Unrealized —

ESS ESSEX PROPERTY TRUST INC 0.2%

Value ($000) $695 Shares 3,000 Est. Cost $158.15 Unrealized +7.6%

— DCT INDUSTRIAL TRUST INC 0.1%

Value ($000) $292 Shares 6,062 Est. Cost $33.66 Unrealized —

INN SUMMIT HOTEL PROPERTIES INC 0.1%

Value ($000) $299 Shares 18,700 Est. Cost $13.19 Unrealized —

— RETAIL OPPORTUNITY INVESTMEN 0.0%

Value ($000) $147 Shares 7,000 Est. Cost $17.63 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC-CL C	5,100	$4,231	1.3%	$30.71	+32.6%	COMMON STOCK	02079K107
—	COACH INC	41,300	$1,707	0.5%	$40.75	—	COMMON STOCK	189754104
SHW	SHERWIN-WILLIAMS CO/THE	5,900	$1,830	0.6%	$79.61	+16.8%	COMMON STOCK	824348106
EFX	EQUIFAX INC	13,000	$1,778	0.5%	$95.83	+22.3%	COMMON STOCK	294429105
IFF	INTL FLAVORS and FRAGRANCES	12,000	$1,590	0.5%	$107.24	-8.4%	COMMON STOCK	459506101
HSIC	HENRY SCHEIN INC	9,400	$1,598	0.5%	$59.46	+9.3%	COMMON STOCK	806407102
—	SCANA CORP	21,000	$1,372	0.4%	$70.14	—	COMMON STOCK	80589M102
TROW	T ROWE PRICE GROUP INC	22,100	$1,506	0.5%	$50.99	+0.1%	COMMON STOCK	74144T108
GILD	GILEAD SCIENCES INC	35,900	$2,438	0.8%	$73.93	-31.5%	COMMON STOCK	375558103
DLR	DIGITAL REALTY TRUST INC	11,950	$1,271	0.4%	$45.65	+69.2%	COMMON STOCK	253868103
CHRW	C.H. ROBINSON WORLDWIDE INC	20,000	$1,546	0.5%	$52.89	+17.8%	COMMON STOCK	12541W209
BIIB	BIOGEN INC	7,700	$2,105	0.6%	$362.77	-22.1%	COMMON STOCK	09062X103
—	SENIOR HOUSING PROP TRUST	56,100	$1,136	0.4%	$17.58	—	COMMON STOCK	81721M109
—	CARE CAPITAL PROPERTIES INC	38,290	$1,029	0.3%	$27.67	—	COMMON STOCK	141624106
KIM	KIMCO REALTY CORP	20,295	$448	0.1%	$15.89	-3.4%	COMMON STOCK	49446R109
—	CBL and ASSOCIATES PROPERTIES	32,000	$305	0.1%	$9.31	—	COMMON STOCK	124830100
—	URSTADT BIDDLE - CLASS A	17,000	$350	0.1%	$21.31	—	COMMON STOCK	917286205
MAC	MACERICH CO/THE	8,266	$532	0.2%	$81.58	—	COMMON STOCK	554382101
ORLY	O'REILLY AUTOMOTIVE INC	6,250	$1,687	0.5%	$17.33	+4.2%	COMMON STOCK	67103H107
GLPI	GAMING AND LEISURE PROPERTIE	18,500	$618	0.2%	$33.97	—	COMMON STOCK	36467J108
—	TAUBMAN CENTERS INC	6,000	$396	0.1%	$71.17	—	COMMON STOCK	876664103
VNO	VORNADO REALTY TRUST	11,237	$1,127	0.3%	$103.92	—	COMMON STOCK	929042109
—	SILVER BAY REALTY TRUST CORP	10,000	$215	0.1%	$14.85	—	COMMON STOCK	82735Q102
—	WEINGARTEN REALTY INVESTORS	17,314	$578	0.2%	$34.81	—	COMMON STOCK	948741103
BXP	BOSTON PROPERTIES INC	5,814	$770	0.2%	$86.39	+4.9%	COMMON STOCK	101121101
STAG	STAG INDUSTRIAL INC	33,500	$838	0.3%	$19.32	—	COMMON STOCK	85254J102
—	LASALLE HOTEL PROPERTIES	24,300	$703	0.2%	$26.32	—	COMMON STOCK	517942108
—	QUALITY CARE PROPERTIES	10,601	$200	0.1%	$15.47	—	COMMON STOCK	747545101
RLJ	RLJ LODGING TRUST	28,800	$677	0.2%	$29.23	—	COMMON STOCK	74965L101
—	CHESAPEAKE LODGING TRUST	14,500	$347	0.1%	$30.65	—	COMMON STOCK	165240102
RMR	RMR GROUP INC/THE - A	2,782	$138	0.0%	$7.12	+252.5%	COMMON STOCK	74967R106
—	PARKWAY INC	10,500	$209	0.1%	$22.29	—	COMMON STOCK	70156Q107
DRH	DIAMONDROCK HOSPITALITY CO	57,000	$636	0.2%	$9.11	—	COMMON STOCK	252784301
—	AMERICAN CAMPUS COMMUNITIES	9,500	$452	0.1%	$36.94	—	COMMON STOCK	024835100
—	Life Storage Inc	6,500	$534	0.2%	$87.62	—	COMMON STOCK	53223X107
EPR	EPR PROPERTIES	9,300	$685	0.2%	$56.80	—	COMMON STOCK	26884U109
—	NEW SENIOR INVESTMENT GROUP	41,863	$427	0.1%	$10.30	—	COMMON STOCK	648691103
BDN	BRANDYWINE REALTY TRUST	59,500	$966	0.3%	$14.35	—	COMMON STOCK	105368203
—	PHYSICIANS REALTY TRUST	11,000	$219	0.1%	$17.60	—	COMMON STOCK	71943U104
—	MONOGRAM RESIDENTIAL TRUST I	11,875	$118	0.0%	$9.85	—	COMMON STOCK	60979P105
—	HEALTHCARE REALTY TRUST INC	4,082	$133	0.0%	$27.68	—	COMMON STOCK	421946104
ELME	WASHINGTON REIT	6,000	$188	0.1%	$32.67	—	COMMON STOCK	939653101
ARE	ALEXANDRIA REAL ESTATE EQUIT	11,050	$1,221	0.4%	$64.41	+27.4%	COMMON STOCK	015271109
—	SL GREEN REALTY CORP	7,257	$774	0.2%	$114.13	—	COMMON STOCK	78440X101
—	HOSPITALITY PROPERTIES TRUST	27,266	$860	0.3%	$30.11	—	COMMON STOCK	44106M102
KRC	KILROY REALTY CORP	4,000	$288	0.1%	$61.75	—	COMMON STOCK	49427F108
EGP	EASTGROUP PROPERTIES INC	10,422	$766	0.2%	$57.33	—	COMMON STOCK	277276101
ESS	ESSEX PROPERTY TRUST INC	3,000	$695	0.2%	$158.15	+7.6%	COMMON STOCK	297178105
—	DCT INDUSTRIAL TRUST INC	6,062	$292	0.1%	$33.66	—	COMMON STOCK	233153204
INN	SUMMIT HOTEL PROPERTIES INC	18,700	$299	0.1%	$13.19	—	COMMON STOCK	866082100
—	RETAIL OPPORTUNITY INVESTMEN	7,000	$147	0.0%	$17.63	—	COMMON STOCK	76131N101