Pensionfund PDN Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PG	PROCTER and GAMBLE CO/THE	92,000	$8,018	1.2%	$70.14	0.0%	COMMON STOCK	742718109
MCD	MCDONALD'S CORP	44,000	$6,739	1.0%	$117.92	0.0%	COMMON STOCK	580135101
PEP	PEPSICO INC	58,000	$6,698	1.0%	$88.18	0.0%	COMMON STOCK	713448108
—	INGERSOLL-RAND PLC	75,000	$6,588	1.0%	$87.84	—	COMMON STOCK	000000000
—	PRICELINE GROUP INC/THE	2,700	$5,050	0.8%	$1870.37	—	COMMON STOCK	741503403
UNP	UNION PACIFIC CORP	44,000	$4,792	0.7%	$90.11	0.0%	COMMON STOCK	907818108
KMB	KIMBERLY-CLARK CORP	28,000	$3,615	0.6%	$96.22	0.0%	COMMON STOCK	494368103
PGR	PROGRESSIVE CORP	80,000	$3,527	0.5%	$32.08	0.0%	COMMON STOCK	743315103
BBY	BEST BUY CO INC	58,000	$3,325	0.5%	$39.19	0.0%	COMMON STOCK	086516101
PPL	PPL CORP	84,000	$3,247	0.5%	$26.26	0.0%	COMMON STOCK	69351T106
HAS	HASBRO INC	29,000	$3,234	0.5%	$76.47	0.0%	COMMON STOCK	418056107
NTAP	NETAPP INC	80,000	$3,204	0.5%	$31.89	0.0%	COMMON STOCK	64110D104
CDW	CDW CORP/DE	50,000	$3,127	0.5%	$53.99	0.0%	COMMON STOCK	12514G108
DG	DOLLAR GENERAL CORP	43,000	$3,100	0.5%	$64.42	0.0%	COMMON STOCK	256677105
BR	BROADRIDGE FINANCIAL SOLUTIO	41,000	$3,098	0.5%	$62.39	0.0%	COMMON STOCK	11133T103
AMP	AMERIPRISE FINANCIAL INC	24,000	$3,055	0.5%	$107.25	0.0%	COMMON STOCK	03076C106
CE	CELANESE CORP-SERIES A	32,000	$3,038	0.5%	$75.56	0.0%	COMMON STOCK	150870103
—	EATON VANCE CORP	63,000	$2,981	0.5%	$47.32	—	COMMON STOCK	278265103
SEIC	SEI INVESTMENTS COMPANY	55,000	$2,958	0.5%	$46.13	0.0%	COMMON STOCK	784117103
L	LOEWS CORP	63,000	$2,949	0.5%	$45.06	0.0%	COMMON STOCK	540424108
ETR	ENTERGY CORP	38,000	$2,917	0.5%	$27.93	0.0%	COMMON STOCK	29364G103
—	MAXIM INTEGRATED PRODUCTS	64,000	$2,874	0.4%	$44.91	—	COMMON STOCK	57772K101
NDAQ	NASDAQ INC	40,000	$2,860	0.4%	$20.04	0.0%	COMMON STOCK	631103108
KLAC	KLA-TENCOR CORP	30,000	$2,745	0.4%	$86.97	0.0%	COMMON STOCK	482480100
FAST	FASTENAL CO	63,000	$2,742	0.4%	$8.97	0.0%	COMMON STOCK	311900104
LEG	LEGGETT and PLATT INC	52,000	$2,732	0.4%	$52.19	0.0%	COMMON STOCK	524660107
SNA	SNAP-ON INC	16,000	$2,528	0.4%	$131.85	0.0%	COMMON STOCK	833034101
—	SPIRIT REALTY CAPITAL INC	99,000	$734	0.1%	$7.41	—	COMMON STOCK	84860W102

Increased Positions (2)

— DDR CORP 0.3%

Value ($000) $1,624 (-8.1%) Shares 179,000 (+27.0%) Est. Cost $15.28 Unrealized —

SKT TANGER FACTORY OUTLET CENTER 0.3%

Value ($000) $2,026 (-1.9%) Shares 78,000 (+23.8%) Est. Cost $32.33 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	DDR CORP	179,000 (+27.0%)	$1,624 (-8.1%)	0.3%	$15.28	—	COMMON STOCK	23317H102
SKT	TANGER FACTORY OUTLET CENTER	78,000 (+23.8%)	$2,026 (-1.9%)	0.3%	$32.33	—	COMMON STOCK	875465106

Exited Positions (38)

META FACEBOOK INC-A 1.8%

Value ($000) $11,364 Shares 80,000 Est. Cost $132.71 Unrealized +11.3%

INTC INTEL CORP 1.1%

Value ($000) $6,810 Shares 188,800 Est. Cost $19.31 Unrealized +53.2%

ORCL ORACLE CORP 1.0%

Value ($000) $6,442 Shares 144,400 Est. Cost $28.34 Unrealized +41.5%

BMY BRISTOL-MYERS SQUIBB CO 0.8%

Value ($000) $5,324 Shares 97,900 Est. Cost $44.41 Unrealized -10.2%

GILD GILEAD SCIENCES INC 0.8%

Value ($000) $4,890 Shares 72,000 Est. Cost $64.59 Unrealized -25.2%

ADI ANALOG DEVICES INC 0.7%

Value ($000) $4,502 Shares 54,940 Est. Cost $66.43 Unrealized +1.6%

CL COLGATE-PALMOLIVE CO 0.7%

Value ($000) $4,406 Shares 60,200 Est. Cost $49.10 Unrealized +23.5%

SYK STRYKER CORP 0.6%

Value ($000) $4,002 Shares 30,400 Est. Cost $114.51 Unrealized +9.0%

ISRG INTUITIVE SURGICAL INC 0.6%

Value ($000) $3,909 Shares 5,100 Est. Cost $56.16 Unrealized +71.1%

PCG P G and E CORP 0.6%

Value ($000) $3,849 Shares 58,000 Est. Cost $52.19 Unrealized +25.6%

AEP AMERICAN ELECTRIC POWER 0.6%

Value ($000) $3,759 Shares 56,000 Est. Cost $44.69 Unrealized +14.8%

— CBS CORP-CLASS B NON VOTING 0.6%

Value ($000) $3,662 Shares 52,800 Est. Cost $54.74 Unrealized —

EA ELECTRONIC ARTS INC 0.6%

Value ($000) $3,635 Shares 40,600 Est. Cost $82.78 Unrealized +21.0%

ALGN ALIGN TECHNOLOGY INC 0.5%

Value ($000) $3,499 Shares 30,500 Est. Cost $101.02 Unrealized +34.3%

EFX EQUIFAX INC 0.5%

Value ($000) $3,419 Shares 25,000 Est. Cost $95.83 Unrealized +32.3%

MCO MOODY'S CORP 0.5%

Value ($000) $3,417 Shares 30,500 Est. Cost $98.85 Unrealized +9.5%

CDNS CADENCE DESIGN SYS INC 0.5%

Value ($000) $3,410 Shares 108,600 Est. Cost $29.18 Unrealized +14.0%

FTV FORTIVE CORP 0.5%

Value ($000) $3,372 Shares 56,000 Est. Cost $34.58 Unrealized +9.9%

SNPS SYNOPSYS INC 0.5%

Value ($000) $3,354 Shares 46,500 Est. Cost $66.92 Unrealized +9.9%

APH AMPHENOL CORP-CL A 0.5%

Value ($000) $3,274 Shares 46,000 Est. Cost $12.16 Unrealized +38.3%

ULTA ULTA SALON COSMETICS and FRAGR 0.5%

Value ($000) $3,252 Shares 11,400 Est. Cost $273.75 Unrealized +6.6%

IFF INTL FLAVORS and FRAGRANCES 0.5%

Value ($000) $3,220 Shares 24,300 Est. Cost $106.76 Unrealized +2.1%

— QUINTILES TRANSNATIONAL HOLD 0.5%

Value ($000) $3,100 Shares 38,500 Est. Cost $80.52 Unrealized —

— WABCO HOLDINGS INC 0.5%

Value ($000) $3,076 Shares 26,200 Est. Cost $113.53 Unrealized —

— WYNDHAM WORLDWIDE CORP 0.5%

Value ($000) $3,034 Shares 36,000 Est. Cost $84.28 Unrealized —

TROW T ROWE PRICE GROUP INC 0.5%

Value ($000) $2,965 Shares 43,500 Est. Cost $50.99 Unrealized +1.8%

XYL XYLEM INC 0.5%

Value ($000) $2,918 Shares 58,100 Est. Cost $43.77 Unrealized +7.3%

— VARIAN MEDICAL SYSTEMS INC 0.4%

Value ($000) $2,880 Shares 31,600 Est. Cost $73.79 Unrealized —

LEA LEAR CORP 0.4%

Value ($000) $2,860 Shares 20,200 Est. Cost $88.18 Unrealized +35.6%

GWW WW GRAINGER INC 0.4%

Value ($000) $2,816 Shares 12,100 Est. Cost $188.43 Unrealized -11.8%

GAP GAP INC/THE 0.4%

Value ($000) $2,813 Shares 115,800 Est. Cost $17.48 Unrealized +0.6%

RHI ROBERT HALF INTL INC 0.4%

Value ($000) $2,769 Shares 56,700 Est. Cost $52.93 Unrealized -11.7%

— SCANA CORP 0.4%

Value ($000) $2,719 Shares 41,600 Est. Cost $69.97 Unrealized —

UTHR UNITED THERAPEUTICS CORP 0.4%

Value ($000) $2,423 Shares 17,900 Est. Cost $155.10 Unrealized -19.6%

— SILVER BAY REALTY TRUST CORP 0.1%

Value ($000) $644 Shares 30,000 Est. Cost $14.85 Unrealized —

VREX VAREX IMAGING Corp 0.1%

Value ($000) $457 Shares 13,600 Est. Cost $31.14 Unrealized +9.3%

— Bioverativ Inc-W/I 0.1%

Value ($000) $422 Shares 7,750 Est. Cost $54.45 Unrealized —

— RETAIL OPPORTUNITY INVESTMEN 0.1%

Value ($000) $368 Shares 17,500 Est. Cost $13.90 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
META	FACEBOOK INC-A	80,000	$11,364	1.8%	$132.71	+11.3%	—	30303M102
INTC	INTEL CORP	188,800	$6,810	1.1%	$19.31	+53.2%	—	458140100
ORCL	ORACLE CORP	144,400	$6,442	1.0%	$28.34	+41.5%	—	68389X105
BMY	BRISTOL-MYERS SQUIBB CO	97,900	$5,324	0.8%	$44.41	-10.2%	—	110122108
GILD	GILEAD SCIENCES INC	72,000	$4,890	0.8%	$64.59	-25.2%	—	375558103
ADI	ANALOG DEVICES INC	54,940	$4,502	0.7%	$66.43	+1.6%	—	032654105
CL	COLGATE-PALMOLIVE CO	60,200	$4,406	0.7%	$49.10	+23.5%	—	194162103
SYK	STRYKER CORP	30,400	$4,002	0.6%	$114.51	+9.0%	—	863667101
ISRG	INTUITIVE SURGICAL INC	5,100	$3,909	0.6%	$56.16	+71.1%	—	46120E602
PCG	P G and E CORP	58,000	$3,849	0.6%	$52.19	+25.6%	—	69331C108
AEP	AMERICAN ELECTRIC POWER	56,000	$3,759	0.6%	$44.69	+14.8%	—	025537101
—	CBS CORP-CLASS B NON VOTING	52,800	$3,662	0.6%	$54.74	—	—	124857202
EA	ELECTRONIC ARTS INC	40,600	$3,635	0.6%	$82.78	+21.0%	—	285512109
ALGN	ALIGN TECHNOLOGY INC	30,500	$3,499	0.5%	$101.02	+34.3%	—	016255101
EFX	EQUIFAX INC	25,000	$3,419	0.5%	$95.83	+32.3%	—	294429105
MCO	MOODY'S CORP	30,500	$3,417	0.5%	$98.85	+9.5%	—	615369105
CDNS	CADENCE DESIGN SYS INC	108,600	$3,410	0.5%	$29.18	+14.0%	—	127387108
FTV	FORTIVE CORP	56,000	$3,372	0.5%	$34.58	+9.9%	—	34959J108
SNPS	SYNOPSYS INC	46,500	$3,354	0.5%	$66.92	+9.9%	—	871607107
APH	AMPHENOL CORP-CL A	46,000	$3,274	0.5%	$12.16	+38.3%	—	032095101
ULTA	ULTA SALON COSMETICS and FRAGR	11,400	$3,252	0.5%	$273.75	+6.6%	—	90384S303
IFF	INTL FLAVORS and FRAGRANCES	24,300	$3,220	0.5%	$106.76	+2.1%	—	459506101
—	QUINTILES TRANSNATIONAL HOLD	38,500	$3,100	0.5%	$80.52	—	—	74876Y101
—	WABCO HOLDINGS INC	26,200	$3,076	0.5%	$113.53	—	—	92927K102
—	WYNDHAM WORLDWIDE CORP	36,000	$3,034	0.5%	$84.28	—	—	98310W108
TROW	T ROWE PRICE GROUP INC	43,500	$2,965	0.5%	$50.99	+1.8%	—	74144T108
XYL	XYLEM INC	58,100	$2,918	0.5%	$43.77	+7.3%	—	98419M100
—	VARIAN MEDICAL SYSTEMS INC	31,600	$2,880	0.4%	$73.79	—	—	92220P105
LEA	LEAR CORP	20,200	$2,860	0.4%	$88.18	+35.6%	—	521865204
GWW	WW GRAINGER INC	12,100	$2,816	0.4%	$188.43	-11.8%	—	384802104
GAP	GAP INC/THE	115,800	$2,813	0.4%	$17.48	+0.6%	—	364760108
RHI	ROBERT HALF INTL INC	56,700	$2,769	0.4%	$52.93	-11.7%	—	770323103
—	SCANA CORP	41,600	$2,719	0.4%	$69.97	—	—	80589M102
UTHR	UNITED THERAPEUTICS CORP	17,900	$2,423	0.4%	$155.10	-19.6%	—	91307C102
—	SILVER BAY REALTY TRUST CORP	30,000	$644	0.1%	$14.85	—	—	82735Q102
VREX	VAREX IMAGING Corp	13,600	$457	0.1%	$31.14	+9.3%	—	92214X106
—	Bioverativ Inc-W/I	7,750	$422	0.1%	$54.45	—	—	09075E100
—	RETAIL OPPORTUNITY INVESTMEN	17,500	$368	0.1%	$13.90	—	—	76131N101

Decreased Positions (5)

GOOG ALPHABET INC-CL C 1.1%

Value ($000) $7,406 (-19.6%) Shares 8,150 (-26.6%) Est. Cost $31.81 Unrealized +42.8%

AAPL APPLE INC 2.4%

Value ($000) $15,338 (-5.1%) Shares 106,500 (-5.3%) Est. Cost $21.10 Unrealized +62.6%

MSFT MICROSOFT CORP 2.2%

Value ($000) $14,524 (-4.8%) Shares 210,700 (-9.1%) Est. Cost $33.54 Unrealized +85.8%

— CARE CAPITAL PROPERTIES INC 0.4%

Value ($000) $2,314 (-17.7%) Shares 86,670 (-17.2%) Est. Cost $27.51 Unrealized —

— HCP INC 0.5%

Value ($000) $3,023 (-12.6%) Shares 94,593 (-14.5%) Est. Cost $40.87 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC-CL C	8,150 (-26.6%)	$7,406 (-19.6%)	1.1%	$31.81	+42.8%	COMMON STOCK	02079K107
AAPL	APPLE INC	106,500 (-5.3%)	$15,338 (-5.1%)	2.4%	$21.10	+62.6%	COMMON STOCK	037833100
MSFT	MICROSOFT CORP	210,700 (-9.1%)	$14,524 (-4.8%)	2.2%	$33.54	+85.8%	COMMON STOCK	594918104
—	CARE CAPITAL PROPERTIES INC	86,670 (-17.2%)	$2,314 (-17.7%)	0.4%	$27.51	—	COMMON STOCK	141624106
—	HCP INC	94,593 (-14.5%)	$3,023 (-12.6%)	0.5%	$40.87	—	COMMON STOCK	40414L109

Unchanged Positions (158)

— FOOT LOCKER INC 0.3%

Value ($000) $2,080 Shares 42,200 Est. Cost $65.77 Unrealized —

— CR BARD INC 0.6%

Value ($000) $4,173 Shares 13,200 Est. Cost $190.36 Unrealized —

UNH UNITEDHEALTH GROUP INC 1.2%

Value ($000) $7,547 Shares 40,700 Est. Cost $65.43 Unrealized +133.4%

T ATandT INC 1.3%

Value ($000) $8,444 Shares 223,800 Est. Cost $12.32 Unrealized +29.2%

IBM INTL BUSINESS MACHINES CORP 0.9%

Value ($000) $5,799 Shares 37,700 Est. Cost $101.76 Unrealized +2.0%

MTD METTLER-TOLEDO INTERNATIONAL 0.6%

Value ($000) $4,061 Shares 6,900 Est. Cost $316.01 Unrealized +73.4%

SPG SIMON PROPERTY GROUP INC 1.7%

Value ($000) $11,017 Shares 68,108 Est. Cost $90.22 Unrealized +13.8%

AZO AUTOZONE INC 0.4%

Value ($000) $2,510 Shares 4,400 Est. Cost $762.05 Unrealized -14.6%

VZ VERIZON COMMUNICATIONS INC 1.1%

Value ($000) $7,217 Shares 161,600 Est. Cost $30.04 Unrealized -1.7%

ORLY O'REILLY AUTOMOTIVE INC 0.4%

Value ($000) $2,669 Shares 12,200 Est. Cost $17.32 Unrealized -5.7%

BAX BAXTER INTERNATIONAL INC 0.7%

Value ($000) $4,250 Shares 70,200 Est. Cost $42.39 Unrealized +15.8%

GOOGL ALPHABET INC-CL A 1.1%

Value ($000) $6,889 Shares 7,410 Est. Cost $32.37 Unrealized +43.4%

WAT WATERS CORP 0.6%

Value ($000) $3,824 Shares 20,800 Est. Cost $127.49 Unrealized +36.3%

TSCO TRACTOR SUPPLY COMPANY 0.3%

Value ($000) $2,093 Shares 38,600 Est. Cost $14.90 Unrealized -30.2%

PLD PROLOGIS INC 0.8%

Value ($000) $4,926 Shares 84,000 Est. Cost $29.27 Unrealized +49.4%

MMM 3M CO 1.0%

Value ($000) $6,412 Shares 30,800 Est. Cost $71.80 Unrealized +73.6%

— COACH INC 0.6%

Value ($000) $3,787 Shares 80,000 Est. Cost $40.74 Unrealized —

INTU INTUIT INC 0.6%

Value ($000) $3,772 Shares 28,400 Est. Cost $97.25 Unrealized +25.5%

SHW SHERWIN-WILLIAMS CO/THE 0.6%

Value ($000) $4,036 Shares 11,500 Est. Cost $79.61 Unrealized +30.0%

DKS DICK'S SPORTING GOODS INC 0.3%

Value ($000) $2,111 Shares 53,000 Est. Cost $31.61 Unrealized +10.3%

DIS WALT DISNEY CO/THE 1.0%

Value ($000) $6,789 Shares 63,900 Est. Cost $69.31 Unrealized +47.8%

SPGI SandP GLOBAL INC 0.7%

Value ($000) $4,278 Shares 29,300 Est. Cost $96.34 Unrealized +33.4%

MA MASTERCARD INC - A 0.9%

Value ($000) $5,939 Shares 48,900 Est. Cost $89.14 Unrealized +26.8%

IT GARTNER INC 0.5%

Value ($000) $3,483 Shares 28,200 Est. Cost $103.07 Unrealized +12.6%

— UNITED TECHNOLOGIES CORP 0.8%

Value ($000) $5,361 Shares 43,900 Est. Cost $112.21 Unrealized —

EL ESTEE LAUDER COMPANIES-CL A 0.6%

Value ($000) $3,695 Shares 38,500 Est. Cost $62.15 Unrealized +32.5%

CTSH COGNIZANT TECH SOLUTIONS-A 0.6%

Value ($000) $4,143 Shares 62,400 Est. Cost $43.22 Unrealized +30.5%

ROST ROSS STORES INC 0.4%

Value ($000) $2,904 Shares 50,300 Est. Cost $38.23 Unrealized +49.8%

BRX BRIXMOR PROPERTY GROUP INC 0.3%

Value ($000) $1,985 Shares 111,000 Est. Cost $25.62 Unrealized —

— BLACKROCK INC 0.7%

Value ($000) $4,266 Shares 10,100 Est. Cost $362.46 Unrealized —

V VISA INC-CLASS A SHARES 1.2%

Value ($000) $7,474 Shares 79,700 Est. Cost $70.84 Unrealized +23.4%

TJX TJX COMPANIES INC 0.6%

Value ($000) $3,774 Shares 52,300 Est. Cost $29.40 Unrealized +13.6%

HD HOME DEPOT INC 1.2%

Value ($000) $7,839 Shares 51,100 Est. Cost $62.49 Unrealized +99.2%

CHRW C.H. ROBINSON WORLDWIDE INC 0.4%

Value ($000) $2,672 Shares 38,900 Est. Cost $53.05 Unrealized +8.9%

ALL ALLSTATE CORP 0.6%

Value ($000) $4,006 Shares 45,300 Est. Cost $55.91 Unrealized +24.8%

ITW ILLINOIS TOOL WORKS 0.6%

Value ($000) $4,154 Shares 29,000 Est. Cost $68.35 Unrealized +65.8%

FFIV F5 NETWORKS INC 0.4%

Value ($000) $2,554 Shares 20,100 Est. Cost $106.19 Unrealized +23.4%

PM PHILIP MORRIS INTERNATIONAL 1.2%

Value ($000) $7,869 Shares 67,000 Est. Cost $49.71 Unrealized +49.4%

MAN MANPOWERGROUP INC 0.6%

Value ($000) $3,684 Shares 33,000 Est. Cost $97.01 Unrealized +6.4%

AOS SMITH (A.O.) CORP 0.5%

Value ($000) $3,216 Shares 57,100 Est. Cost $42.64 Unrealized +9.1%

AVY AVERY DENNISON CORP 0.5%

Value ($000) $3,349 Shares 37,900 Est. Cost $61.60 Unrealized +16.5%

KRG KITE REALTY GROUP TRUST 0.3%

Value ($000) $2,158 Shares 114,000 Est. Cost $24.57 Unrealized —

SJM JM SMUCKER CO/THE 0.4%

Value ($000) $2,698 Shares 22,800 Est. Cost $109.93 Unrealized -12.4%

EGP EASTGROUP PROPERTIES INC 0.4%

Value ($000) $2,363 Shares 28,200 Est. Cost $57.86 Unrealized —

RLJ RLJ LODGING TRUST 0.2%

Value ($000) $1,574 Shares 79,200 Est. Cost $23.24 Unrealized —

— GRAMERCY PROPERTY TRUST 0.4%

Value ($000) $2,426 Shares 81,666 Est. Cost $9.18 Unrealized —

— DUPONT FABROS TECHNOLOGY 0.2%

Value ($000) $1,468 Shares 24,000 Est. Cost $37.36 Unrealized —

VTR VENTAS INC 0.7%

Value ($000) $4,341 Shares 62,482 Est. Cost $44.48 Unrealized +3.4%

NKE NIKE INC -CL B 0.8%

Value ($000) $4,944 Shares 83,800 Est. Cost $53.06 Unrealized -9.1%

LOW LOWE'S COS INC 0.7%

Value ($000) $4,473 Shares 57,700 Est. Cost $56.94 Unrealized +22.4%

MO ALTRIA GROUP INC 1.0%

Value ($000) $6,479 Shares 87,000 Est. Cost $19.82 Unrealized +98.2%

DRI DARDEN RESTAURANTS INC 0.5%

Value ($000) $3,500 Shares 38,700 Est. Cost $53.91 Unrealized +27.6%

AMAT APPLIED MATERIALS INC 0.7%

Value ($000) $4,354 Shares 105,400 Est. Cost $19.78 Unrealized +95.2%

AFL AFLAC INC 0.6%

Value ($000) $3,752 Shares 48,300 Est. Cost $22.89 Unrealized +34.2%

— CA INC 0.5%

Value ($000) $3,171 Shares 92,000 Est. Cost $27.30 Unrealized —

CMI CUMMINS INC 0.6%

Value ($000) $3,601 Shares 22,200 Est. Cost $94.73 Unrealized +30.7%

HSIC HENRY SCHEIN INC 0.5%

Value ($000) $3,386 Shares 18,500 Est. Cost $59.46 Unrealized +17.2%

— CELGENE CORP 0.9%

Value ($000) $5,597 Shares 43,100 Est. Cost $124.43 Unrealized —

— DR PEPPER SNAPPLE GROUP INC 0.5%

Value ($000) $3,052 Shares 33,500 Est. Cost $92.95 Unrealized —

ESS ESSEX PROPERTY TRUST INC 0.3%

Value ($000) $2,264 Shares 8,800 Est. Cost $127.99 Unrealized +46.8%

— SELECT INCOME REIT 0.5%

Value ($000) $3,023 Shares 125,800 Est. Cost $26.33 Unrealized —

PSA PUBLIC STORAGE 0.7%

Value ($000) $4,395 Shares 21,074 Est. Cost $97.16 Unrealized +55.5%

TXN TEXAS INSTRUMENTS INC 0.7%

Value ($000) $4,577 Shares 59,500 Est. Cost $40.51 Unrealized +55.9%

KIM KIMCO REALTY CORP 0.2%

Value ($000) $1,059 Shares 57,731 Est. Cost $12.61 Unrealized +0.5%

COST COSTCO WHOLESALE CORP 0.7%

Value ($000) $4,382 Shares 27,400 Est. Cost $99.53 Unrealized +51.7%

MRSH MARSH and MCLENNAN COS 0.6%

Value ($000) $4,031 Shares 51,700 Est. Cost $47.89 Unrealized +37.0%

ARE ALEXANDRIA REAL ESTATE EQUIT 0.4%

Value ($000) $2,518 Shares 20,900 Est. Cost $45.03 Unrealized +89.2%

STAG STAG INDUSTRIAL INC 0.3%

Value ($000) $2,222 Shares 80,500 Est. Cost $19.62 Unrealized —

DLR DIGITAL REALTY TRUST INC 0.6%

Value ($000) $3,569 Shares 31,600 Est. Cost $37.62 Unrealized +125.3%

GLPI GAMING AND LEISURE PROPERTIE 0.3%

Value ($000) $1,808 Shares 48,000 Est. Cost $29.35 Unrealized —

AVB AVALONBAY COMMUNITIES INC 0.7%

Value ($000) $4,520 Shares 23,520 Est. Cost $85.93 Unrealized +65.4%

WELL WELLTOWER INC 0.6%

Value ($000) $3,739 Shares 49,953 Est. Cost $44.65 Unrealized +20.0%

EQR EQUITY RESIDENTIAL 0.6%

Value ($000) $3,644 Shares 55,356 Est. Cost $33.59 Unrealized +41.8%

SWK STANLEY BLACK and DECKER INC 0.6%

Value ($000) $3,575 Shares 25,400 Est. Cost $99.03 Unrealized +9.8%

BDN BRANDYWINE REALTY TRUST 0.4%

Value ($000) $2,689 Shares 153,400 Est. Cost $13.60 Unrealized —

SBRA SABRA HEALTH CARE REIT INC 0.2%

Value ($000) $1,222 Shares 50,700 Est. Cost $24.06 Unrealized —

FISV FISERV INC 0.5%

Value ($000) $3,181 Shares 26,000 Est. Cost $56.13 Unrealized +7.8%

TRV TRAVELERS COS INC/THE 0.6%

Value ($000) $3,821 Shares 30,200 Est. Cost $91.51 Unrealized +11.3%

VNO VORNADO REALTY TRUST 0.4%

Value ($000) $2,607 Shares 27,765 Est. Cost $82.84 Unrealized —

— HOSPITALITY PROPERTIES TRUST 0.3%

Value ($000) $2,141 Shares 73,434 Est. Cost $27.41 Unrealized —

MHK MOHAWK INDUSTRIES INC 0.5%

Value ($000) $3,335 Shares 13,800 Est. Cost $219.75 Unrealized +7.4%

— FOREST CITY REALTY TRUST- A 0.3%

Value ($000) $1,692 Shares 70,000 Est. Cost $21.44 Unrealized —

— VMWARE INC-CLASS A 0.4%

Value ($000) $2,894 Shares 33,100 Est. Cost $73.34 Unrealized —

— RAMCO-GERSHENSON PROPERTIES 0.3%

Value ($000) $1,790 Shares 138,782 Est. Cost $16.68 Unrealized —

CPT CAMDEN PROPERTY TRUST 0.4%

Value ($000) $2,597 Shares 30,369 Est. Cost $46.09 Unrealized +35.4%

BXP BOSTON PROPERTIES INC 0.3%

Value ($000) $2,020 Shares 16,417 Est. Cost $64.00 Unrealized +35.8%

VFC VF CORP 0.5%

Value ($000) $3,347 Shares 58,100 Est. Cost $53.56 Unrealized -3.7%

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

Value ($000) $3,076 Shares 63,300 Est. Cost $33.08 Unrealized +1.2%

— LIBERTY PROPERTY TRUST 0.4%

Value ($000) $2,894 Shares 71,096 Est. Cost $37.54 Unrealized —

PFE PFIZER INC 1.3%

Value ($000) $8,112 Shares 241,500 Est. Cost $21.05 Unrealized +2.6%

SO SOUTHERN CO/THE 0.6%

Value ($000) $3,744 Shares 78,200 Est. Cost $27.55 Unrealized +27.4%

MAC MACERICH CO/THE 0.2%

Value ($000) $1,365 Shares 23,507 Est. Cost $60.58 Unrealized —

— WEINGARTEN REALTY INVESTORS 0.2%

Value ($000) $1,365 Shares 45,336 Est. Cost $30.78 Unrealized —

ROK ROCKWELL AUTOMATION INC 0.5%

Value ($000) $3,547 Shares 21,900 Est. Cost $85.80 Unrealized +56.7%

— Life Storage Inc 0.2%

Value ($000) $1,260 Shares 17,000 Est. Cost $87.61 Unrealized —

UPS UNITED PARCEL SERVICE-CL B 0.7%

Value ($000) $4,468 Shares 40,400 Est. Cost $62.45 Unrealized +23.8%

— VEREIT INC 0.5%

Value ($000) $3,093 Shares 380,000 Est. Cost $8.82 Unrealized —

INN SUMMIT HOTEL PROPERTIES INC 0.1%

Value ($000) $914 Shares 49,000 Est. Cost $14.07 Unrealized —

CHD CHURCH and DWIGHT CO INC 0.5%

Value ($000) $3,326 Shares 64,100 Est. Cost $42.65 Unrealized +7.4%

OMC OMNICOM GROUP 0.5%

Value ($000) $3,051 Shares 36,800 Est. Cost $52.01 Unrealized +18.1%

MAA MID-AMERICA APARTMENT COMM 0.5%

Value ($000) $3,450 Shares 32,740 Est. Cost $54.68 Unrealized +39.9%

— COLONY NORTHSTAR INC-CLASS A 0.2%

Value ($000) $1,425 Shares 101,163 Est. Cost $12.91 Unrealized —

LLY ELI LILLY and CO 0.8%

Value ($000) $5,037 Shares 61,200 Est. Cost $69.54 Unrealized +2.5%

— TAUBMAN CENTERS INC 0.1%

Value ($000) $953 Shares 16,000 Est. Cost $71.25 Unrealized —

PAYX PAYCHEX INC 0.5%

Value ($000) $2,915 Shares 51,200 Est. Cost $34.10 Unrealized +33.2%

— CBL and ASSOCIATES PROPERTIES 0.1%

Value ($000) $767 Shares 91,000 Est. Cost $9.31 Unrealized —

— INFRAREIT INC 0.3%

Value ($000) $1,669 Shares 87,180 Est. Cost $17.64 Unrealized —

PEG PUBLIC SERVICE ENTERPRISE GP 0.5%

Value ($000) $3,187 Shares 74,100 Est. Cost $31.86 Unrealized +3.3%

UDR UDR INC 0.2%

Value ($000) $1,378 Shares 35,367 Est. Cost $15.84 Unrealized +76.6%

CDP CORPORATE OFFICE PROPERTIES 0.3%

Value ($000) $1,716 Shares 49,000 Est. Cost $29.17 Unrealized —

— COUSINS PROPERTIES INC 0.2%

Value ($000) $1,503 Shares 171,000 Est. Cost $10.38 Unrealized —

— PARKWAY INC 0.1%

Value ($000) $675 Shares 29,500 Est. Cost $22.24 Unrealized —

SWKS SKYWORKS SOLUTIONS INC 0.6%

Value ($000) $3,982 Shares 41,500 Est. Cost $63.97 Unrealized +32.9%

DUK DUKE ENERGY CORP 0.7%

Value ($000) $4,305 Shares 51,500 Est. Cost $46.61 Unrealized +26.8%

HST HOST HOTELS and RESORTS INC 0.5%

Value ($000) $3,362 Shares 183,998 Est. Cost $10.94 Unrealized +20.1%

— DUKE REALTY CORP 0.2%

Value ($000) $1,063 Shares 38,024 Est. Cost $17.58 Unrealized —

— DCT INDUSTRIAL TRUST INC 0.1%

Value ($000) $643 Shares 12,025 Est. Cost $33.65 Unrealized —

IRM IRON MOUNTAIN INC 0.2%

Value ($000) $1,546 Shares 45,000 Est. Cost $21.78 Unrealized -0.9%

— APARTMENT INVT and MGMT CO -A 0.3%

Value ($000) $1,783 Shares 41,500 Est. Cost $42.96 Unrealized —

HSY HERSHEY CO/THE 0.5%

Value ($000) $3,028 Shares 28,200 Est. Cost $73.25 Unrealized +22.6%

PFG PRINCIPAL FINANCIAL GROUP 0.5%

Value ($000) $3,344 Shares 52,200 Est. Cost $43.60 Unrealized +4.7%

— LASALLE HOTEL PROPERTIES 0.3%

Value ($000) $1,746 Shares 58,600 Est. Cost $24.15 Unrealized —

HIW HIGHWOODS PROPERTIES INC 0.2%

Value ($000) $1,562 Shares 30,802 Est. Cost $35.61 Unrealized —

HRL HORMEL FOODS CORP 0.4%

Value ($000) $2,712 Shares 79,500 Est. Cost $27.62 Unrealized +0.2%

EPR EPR PROPERTIES 0.3%

Value ($000) $1,675 Shares 23,300 Est. Cost $51.02 Unrealized —

CLX CLOROX COMPANY 0.5%

Value ($000) $3,344 Shares 25,100 Est. Cost $95.74 Unrealized +10.0%

KRC KILROY REALTY CORP 0.2%

Value ($000) $977 Shares 13,000 Est. Cost $61.85 Unrealized —

— CYRUSONE INC 0.1%

Value ($000) $435 Shares 7,800 Est. Cost $29.44 Unrealized —

BIIB BIOGEN INC 0.6%

Value ($000) $4,206 Shares 15,500 Est. Cost $230.33 Unrealized +14.8%

RGA REINSURANCE GROUP OF AMERICA 0.5%

Value ($000) $2,940 Shares 22,900 Est. Cost $126.90 Unrealized -0.5%

— GGP Inc 0.3%

Value ($000) $2,014 Shares 85,500 Est. Cost $23.18 Unrealized —

— SENIOR HOUSING PROP TRUST 0.5%

Value ($000) $3,048 Shares 149,100 Est. Cost $19.32 Unrealized —

DRH DIAMONDROCK HOSPITALITY CO 0.3%

Value ($000) $1,621 Shares 148,000 Est. Cost $9.10 Unrealized —

INGR INGREDION INC 0.4%

Value ($000) $2,658 Shares 22,300 Est. Cost $122.30 Unrealized -2.9%

— CHESAPEAKE LODGING TRUST 0.2%

Value ($000) $1,260 Shares 51,500 Est. Cost $22.49 Unrealized —

— TORCHMARK CORP 0.5%

Value ($000) $2,938 Shares 38,400 Est. Cost $56.38 Unrealized —

— NEW SENIOR INVESTMENT GROUP 0.2%

Value ($000) $1,236 Shares 123,000 Est. Cost $10.30 Unrealized —

— HEALTHCARE REALTY TRUST INC 0.1%

Value ($000) $365 Shares 10,682 Est. Cost $25.50 Unrealized —

— TIER REIT INC 0.0%

Value ($000) $277 Shares 15,000 Est. Cost $17.33 Unrealized —

— QUALITY CARE PROPERTIES 0.1%

Value ($000) $526 Shares 28,718 Est. Cost $15.50 Unrealized —

— SL GREEN REALTY CORP 0.3%

Value ($000) $1,790 Shares 16,923 Est. Cost $92.30 Unrealized —

CTAS CINTAS CORP 0.5%

Value ($000) $3,164 Shares 25,100 Est. Cost $20.40 Unrealized +39.6%

PH PARKER HANNIFIN CORP 0.5%

Value ($000) $3,420 Shares 21,400 Est. Cost $132.60 Unrealized +4.8%

GPC GENUINE PARTS CO 0.5%

Value ($000) $2,968 Shares 32,000 Est. Cost $65.22 Unrealized +9.5%

— COLUMBIA PROPERTY TRUST INC 0.3%

Value ($000) $1,925 Shares 86,000 Est. Cost $22.21 Unrealized —

JBHT HUNT (JB) TRANSPRT SVCS INC 0.4%

Value ($000) $2,696 Shares 29,500 Est. Cost $68.38 Unrealized +19.4%

ELME WASHINGTON REIT 0.1%

Value ($000) $510 Shares 16,000 Est. Cost $32.69 Unrealized —

ESRT EMPIRE STATE REALTY TRUST-A 0.2%

Value ($000) $1,371 Shares 66,000 Est. Cost $17.53 Unrealized —

— MONOGRAM RESIDENTIAL TRUST I 0.1%

Value ($000) $336 Shares 34,625 Est. Cost $9.86 Unrealized —

SBUX STARBUCKS CORP 0.7%

Value ($000) $4,781 Shares 82,000 Est. Cost $33.68 Unrealized +49.1%

— AMERICAN CAMPUS COMMUNITIES 0.2%

Value ($000) $1,017 Shares 21,500 Est. Cost $37.00 Unrealized —

— COLONY STARWOOD HOMES 0.1%

Value ($000) $549 Shares 16,000 Est. Cost $26.11 Unrealized —

— PHYSICIANS REALTY TRUST 0.1%

Value ($000) $463 Shares 23,000 Est. Cost $13.94 Unrealized —

RMR RMR GROUP INC/THE - A 0.1%

Value ($000) $374 Shares 7,684 Est. Cost $7.12 Unrealized +276.2%

ADP AUTOMATIC DATA PROCESSING 0.6%

Value ($000) $3,822 Shares 37,300 Est. Cost $63.87 Unrealized +31.9%

— INTERPUBLIC GROUP OF COS INC 0.5%

Value ($000) $3,055 Shares 124,200 Est. Cost $15.44 Unrealized +12.6%

MKC MCCORMICK and CO-NON VTG SHRS 0.5%

Value ($000) $3,003 Shares 30,800 Est. Cost $28.98 Unrealized +48.1%

EXPD EXPEDITORS INTL WASH INC 0.5%

Value ($000) $3,123 Shares 55,300 Est. Cost $42.31 Unrealized +16.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	FOOT LOCKER INC	42,200	$2,080	0.3%	$65.77	—	COMMON STOCK	344849104
—	CR BARD INC	13,200	$4,173	0.6%	$190.36	—	COMMON STOCK	067383109
UNH	UNITEDHEALTH GROUP INC	40,700	$7,547	1.2%	$65.43	+133.4%	COMMON STOCK	91324P102
T	ATandT INC	223,800	$8,444	1.3%	$12.32	+29.2%	COMMON STOCK	00206R102
IBM	INTL BUSINESS MACHINES CORP	37,700	$5,799	0.9%	$101.76	+2.0%	COMMON STOCK	459200101
MTD	METTLER-TOLEDO INTERNATIONAL	6,900	$4,061	0.6%	$316.01	+73.4%	COMMON STOCK	592688105
SPG	SIMON PROPERTY GROUP INC	68,108	$11,017	1.7%	$90.22	+13.8%	COMMON STOCK	828806109
AZO	AUTOZONE INC	4,400	$2,510	0.4%	$762.05	-14.6%	COMMON STOCK	053332102
VZ	VERIZON COMMUNICATIONS INC	161,600	$7,217	1.1%	$30.04	-1.7%	COMMON STOCK	92343V104
ORLY	O'REILLY AUTOMOTIVE INC	12,200	$2,669	0.4%	$17.32	-5.7%	COMMON STOCK	67103H107
BAX	BAXTER INTERNATIONAL INC	70,200	$4,250	0.7%	$42.39	+15.8%	COMMON STOCK	071813109
GOOGL	ALPHABET INC-CL A	7,410	$6,889	1.1%	$32.37	+43.4%	COMMON STOCK	02079K305
WAT	WATERS CORP	20,800	$3,824	0.6%	$127.49	+36.3%	COMMON STOCK	941848103
TSCO	TRACTOR SUPPLY COMPANY	38,600	$2,093	0.3%	$14.90	-30.2%	COMMON STOCK	892356106
PLD	PROLOGIS INC	84,000	$4,926	0.8%	$29.27	+49.4%	COMMON STOCK	74340W103
MMM	3M CO	30,800	$6,412	1.0%	$71.80	+73.6%	COMMON STOCK	88579Y101
—	COACH INC	80,000	$3,787	0.6%	$40.74	—	COMMON STOCK	189754104
INTU	INTUIT INC	28,400	$3,772	0.6%	$97.25	+25.5%	COMMON STOCK	461202103
SHW	SHERWIN-WILLIAMS CO/THE	11,500	$4,036	0.6%	$79.61	+30.0%	COMMON STOCK	824348106
DKS	DICK'S SPORTING GOODS INC	53,000	$2,111	0.3%	$31.61	+10.3%	COMMON STOCK	253393102
DIS	WALT DISNEY CO/THE	63,900	$6,789	1.0%	$69.31	+47.8%	COMMON STOCK	254687106
SPGI	SandP GLOBAL INC	29,300	$4,278	0.7%	$96.34	+33.4%	COMMON STOCK	78409V104
MA	MASTERCARD INC - A	48,900	$5,939	0.9%	$89.14	+26.8%	COMMON STOCK	57636Q104
IT	GARTNER INC	28,200	$3,483	0.5%	$103.07	+12.6%	COMMON STOCK	366651107
—	UNITED TECHNOLOGIES CORP	43,900	$5,361	0.8%	$112.21	—	COMMON STOCK	913017109
EL	ESTEE LAUDER COMPANIES-CL A	38,500	$3,695	0.6%	$62.15	+32.5%	COMMON STOCK	518439104
CTSH	COGNIZANT TECH SOLUTIONS-A	62,400	$4,143	0.6%	$43.22	+30.5%	COMMON STOCK	192446102
ROST	ROSS STORES INC	50,300	$2,904	0.4%	$38.23	+49.8%	COMMON STOCK	778296103
BRX	BRIXMOR PROPERTY GROUP INC	111,000	$1,985	0.3%	$25.62	—	COMMON STOCK	11120U105
—	BLACKROCK INC	10,100	$4,266	0.7%	$362.46	—	COMMON STOCK	09247X101
V	VISA INC-CLASS A SHARES	79,700	$7,474	1.2%	$70.84	+23.4%	COMMON STOCK	92826C839
TJX	TJX COMPANIES INC	52,300	$3,774	0.6%	$29.40	+13.6%	COMMON STOCK	872540109
HD	HOME DEPOT INC	51,100	$7,839	1.2%	$62.49	+99.2%	COMMON STOCK	437076102
CHRW	C.H. ROBINSON WORLDWIDE INC	38,900	$2,672	0.4%	$53.05	+8.9%	COMMON STOCK	12541W209
ALL	ALLSTATE CORP	45,300	$4,006	0.6%	$55.91	+24.8%	COMMON STOCK	020002101
ITW	ILLINOIS TOOL WORKS	29,000	$4,154	0.6%	$68.35	+65.8%	COMMON STOCK	452308109
FFIV	F5 NETWORKS INC	20,100	$2,554	0.4%	$106.19	+23.4%	COMMON STOCK	315616102
PM	PHILIP MORRIS INTERNATIONAL	67,000	$7,869	1.2%	$49.71	+49.4%	COMMON STOCK	718172109
MAN	MANPOWERGROUP INC	33,000	$3,684	0.6%	$97.01	+6.4%	COMMON STOCK	56418H100
AOS	SMITH (A.O.) CORP	57,100	$3,216	0.5%	$42.64	+9.1%	COMMON STOCK	831865209
AVY	AVERY DENNISON CORP	37,900	$3,349	0.5%	$61.60	+16.5%	COMMON STOCK	053611109
KRG	KITE REALTY GROUP TRUST	114,000	$2,158	0.3%	$24.57	—	COMMON STOCK	49803T300
SJM	JM SMUCKER CO/THE	22,800	$2,698	0.4%	$109.93	-12.4%	COMMON STOCK	832696405
EGP	EASTGROUP PROPERTIES INC	28,200	$2,363	0.4%	$57.86	—	COMMON STOCK	277276101
RLJ	RLJ LODGING TRUST	79,200	$1,574	0.2%	$23.24	—	COMMON STOCK	74965L101
—	GRAMERCY PROPERTY TRUST	81,666	$2,426	0.4%	$9.18	—	COMMON STOCK	385002308
—	DUPONT FABROS TECHNOLOGY	24,000	$1,468	0.2%	$37.36	—	COMMON STOCK	26613Q106
VTR	VENTAS INC	62,482	$4,341	0.7%	$44.48	+3.4%	COMMON STOCK	92276F100
NKE	NIKE INC -CL B	83,800	$4,944	0.8%	$53.06	-9.1%	COMMON STOCK	654106103
LOW	LOWE'S COS INC	57,700	$4,473	0.7%	$56.94	+22.4%	COMMON STOCK	548661107
MO	ALTRIA GROUP INC	87,000	$6,479	1.0%	$19.82	+98.2%	COMMON STOCK	02209S103
DRI	DARDEN RESTAURANTS INC	38,700	$3,500	0.5%	$53.91	+27.6%	COMMON STOCK	237194105
AMAT	APPLIED MATERIALS INC	105,400	$4,354	0.7%	$19.78	+95.2%	COMMON STOCK	038222105
AFL	AFLAC INC	48,300	$3,752	0.6%	$22.89	+34.2%	COMMON STOCK	001055102
—	CA INC	92,000	$3,171	0.5%	$27.30	—	COMMON STOCK	12673P105
CMI	CUMMINS INC	22,200	$3,601	0.6%	$94.73	+30.7%	COMMON STOCK	231021106
HSIC	HENRY SCHEIN INC	18,500	$3,386	0.5%	$59.46	+17.2%	COMMON STOCK	806407102
—	CELGENE CORP	43,100	$5,597	0.9%	$124.43	—	COMMON STOCK	151020104
—	DR PEPPER SNAPPLE GROUP INC	33,500	$3,052	0.5%	$92.95	—	COMMON STOCK	26138E109
ESS	ESSEX PROPERTY TRUST INC	8,800	$2,264	0.3%	$127.99	+46.8%	COMMON STOCK	297178105
—	SELECT INCOME REIT	125,800	$3,023	0.5%	$26.33	—	COMMON STOCK	81618T100
PSA	PUBLIC STORAGE	21,074	$4,395	0.7%	$97.16	+55.5%	COMMON STOCK	74460D109
TXN	TEXAS INSTRUMENTS INC	59,500	$4,577	0.7%	$40.51	+55.9%	COMMON STOCK	882508104
KIM	KIMCO REALTY CORP	57,731	$1,059	0.2%	$12.61	+0.5%	COMMON STOCK	49446R109
COST	COSTCO WHOLESALE CORP	27,400	$4,382	0.7%	$99.53	+51.7%	COMMON STOCK	22160K105
MRSH	MARSH and MCLENNAN COS	51,700	$4,031	0.6%	$47.89	+37.0%	COMMON STOCK	571748102
ARE	ALEXANDRIA REAL ESTATE EQUIT	20,900	$2,518	0.4%	$45.03	+89.2%	COMMON STOCK	015271109
STAG	STAG INDUSTRIAL INC	80,500	$2,222	0.3%	$19.62	—	COMMON STOCK	85254J102
DLR	DIGITAL REALTY TRUST INC	31,600	$3,569	0.6%	$37.62	+125.3%	COMMON STOCK	253868103
GLPI	GAMING AND LEISURE PROPERTIE	48,000	$1,808	0.3%	$29.35	—	COMMON STOCK	36467J108
AVB	AVALONBAY COMMUNITIES INC	23,520	$4,520	0.7%	$85.93	+65.4%	COMMON STOCK	053484101
WELL	WELLTOWER INC	49,953	$3,739	0.6%	$44.65	+20.0%	COMMON STOCK	95040Q104
EQR	EQUITY RESIDENTIAL	55,356	$3,644	0.6%	$33.59	+41.8%	COMMON STOCK	29476L107
SWK	STANLEY BLACK and DECKER INC	25,400	$3,575	0.6%	$99.03	+9.8%	COMMON STOCK	854502101
BDN	BRANDYWINE REALTY TRUST	153,400	$2,689	0.4%	$13.60	—	COMMON STOCK	105368203
SBRA	SABRA HEALTH CARE REIT INC	50,700	$1,222	0.2%	$24.06	—	COMMON STOCK	78573L106
FISV	FISERV INC	26,000	$3,181	0.5%	$56.13	+7.8%	COMMON STOCK	337738108
TRV	TRAVELERS COS INC/THE	30,200	$3,821	0.6%	$91.51	+11.3%	COMMON STOCK	89417E109
VNO	VORNADO REALTY TRUST	27,765	$2,607	0.4%	$82.84	—	COMMON STOCK	929042109
—	HOSPITALITY PROPERTIES TRUST	73,434	$2,141	0.3%	$27.41	—	COMMON STOCK	44106M102
MHK	MOHAWK INDUSTRIES INC	13,800	$3,335	0.5%	$219.75	+7.4%	COMMON STOCK	608190104
—	FOREST CITY REALTY TRUST- A	70,000	$1,692	0.3%	$21.44	—	COMMON STOCK	345605109
—	VMWARE INC-CLASS A	33,100	$2,894	0.4%	$73.34	—	COMMON STOCK	928563402
—	RAMCO-GERSHENSON PROPERTIES	138,782	$1,790	0.3%	$16.68	—	COMMON STOCK	751452202
CPT	CAMDEN PROPERTY TRUST	30,369	$2,597	0.4%	$46.09	+35.4%	COMMON STOCK	133131102
BXP	BOSTON PROPERTIES INC	16,417	$2,020	0.3%	$64.00	+35.8%	COMMON STOCK	101121101
VFC	VF CORP	58,100	$3,347	0.5%	$53.56	-3.7%	COMMON STOCK	918204108
BF/B	BROWN-FORMAN CORP-CLASS B	63,300	$3,076	0.5%	$33.08	+1.2%	COMMON STOCK	115637209
—	LIBERTY PROPERTY TRUST	71,096	$2,894	0.4%	$37.54	—	COMMON STOCK	531172104
PFE	PFIZER INC	241,500	$8,112	1.3%	$21.05	+2.6%	COMMON STOCK	717081103
SO	SOUTHERN CO/THE	78,200	$3,744	0.6%	$27.55	+27.4%	COMMON STOCK	842587107
MAC	MACERICH CO/THE	23,507	$1,365	0.2%	$60.58	—	COMMON STOCK	554382101
—	WEINGARTEN REALTY INVESTORS	45,336	$1,365	0.2%	$30.78	—	COMMON STOCK	948741103
ROK	ROCKWELL AUTOMATION INC	21,900	$3,547	0.5%	$85.80	+56.7%	COMMON STOCK	773903109
—	Life Storage Inc	17,000	$1,260	0.2%	$87.61	—	COMMON STOCK	53223X107
UPS	UNITED PARCEL SERVICE-CL B	40,400	$4,468	0.7%	$62.45	+23.8%	COMMON STOCK	911312106
—	VEREIT INC	380,000	$3,093	0.5%	$8.82	—	COMMON STOCK	92339V100
INN	SUMMIT HOTEL PROPERTIES INC	49,000	$914	0.1%	$14.07	—	COMMON STOCK	866082100
CHD	CHURCH and DWIGHT CO INC	64,100	$3,326	0.5%	$42.65	+7.4%	COMMON STOCK	171340102
OMC	OMNICOM GROUP	36,800	$3,051	0.5%	$52.01	+18.1%	COMMON STOCK	681919106
MAA	MID-AMERICA APARTMENT COMM	32,740	$3,450	0.5%	$54.68	+39.9%	COMMON STOCK	59522J103
—	COLONY NORTHSTAR INC-CLASS A	101,163	$1,425	0.2%	$12.91	—	COMMON STOCK	19625W104
LLY	ELI LILLY and CO	61,200	$5,037	0.8%	$69.54	+2.5%	COMMON STOCK	532457108
—	TAUBMAN CENTERS INC	16,000	$953	0.1%	$71.25	—	COMMON STOCK	876664103
PAYX	PAYCHEX INC	51,200	$2,915	0.5%	$34.10	+33.2%	COMMON STOCK	704326107
—	CBL and ASSOCIATES PROPERTIES	91,000	$767	0.1%	$9.31	—	COMMON STOCK	124830100
—	INFRAREIT INC	87,180	$1,669	0.3%	$17.64	—	COMMON STOCK	45685L100
PEG	PUBLIC SERVICE ENTERPRISE GP	74,100	$3,187	0.5%	$31.86	+3.3%	COMMON STOCK	744573106
UDR	UDR INC	35,367	$1,378	0.2%	$15.84	+76.6%	COMMON STOCK	902653104
CDP	CORPORATE OFFICE PROPERTIES	49,000	$1,716	0.3%	$29.17	—	COMMON STOCK	22002T108
—	COUSINS PROPERTIES INC	171,000	$1,503	0.2%	$10.38	—	COMMON STOCK	222795106
—	PARKWAY INC	29,500	$675	0.1%	$22.24	—	COMMON STOCK	70156Q107
SWKS	SKYWORKS SOLUTIONS INC	41,500	$3,982	0.6%	$63.97	+32.9%	COMMON STOCK	83088M102
DUK	DUKE ENERGY CORP	51,500	$4,305	0.7%	$46.61	+26.8%	COMMON STOCK	26441C204
HST	HOST HOTELS and RESORTS INC	183,998	$3,362	0.5%	$10.94	+20.1%	COMMON STOCK	44107P104
—	DUKE REALTY CORP	38,024	$1,063	0.2%	$17.58	—	COMMON STOCK	264411505
—	DCT INDUSTRIAL TRUST INC	12,025	$643	0.1%	$33.65	—	COMMON STOCK	233153204
IRM	IRON MOUNTAIN INC	45,000	$1,546	0.2%	$21.78	-0.9%	COMMON STOCK	46284V101
—	APARTMENT INVT and MGMT CO -A	41,500	$1,783	0.3%	$42.96	—	COMMON STOCK	03748R101
HSY	HERSHEY CO/THE	28,200	$3,028	0.5%	$73.25	+22.6%	COMMON STOCK	427866108
PFG	PRINCIPAL FINANCIAL GROUP	52,200	$3,344	0.5%	$43.60	+4.7%	COMMON STOCK	74251V102
—	LASALLE HOTEL PROPERTIES	58,600	$1,746	0.3%	$24.15	—	COMMON STOCK	517942108
HIW	HIGHWOODS PROPERTIES INC	30,802	$1,562	0.2%	$35.61	—	COMMON STOCK	431284108
HRL	HORMEL FOODS CORP	79,500	$2,712	0.4%	$27.62	+0.2%	COMMON STOCK	440452100
EPR	EPR PROPERTIES	23,300	$1,675	0.3%	$51.02	—	COMMON STOCK	26884U109
CLX	CLOROX COMPANY	25,100	$3,344	0.5%	$95.74	+10.0%	COMMON STOCK	189054109
KRC	KILROY REALTY CORP	13,000	$977	0.2%	$61.85	—	COMMON STOCK	49427F108
—	CYRUSONE INC	7,800	$435	0.1%	$29.44	—	COMMON STOCK	23283R100
BIIB	BIOGEN INC	15,500	$4,206	0.6%	$230.33	+14.8%	COMMON STOCK	09062X103
RGA	REINSURANCE GROUP OF AMERICA	22,900	$2,940	0.5%	$126.90	-0.5%	COMMON STOCK	759351604
—	GGP Inc	85,500	$2,014	0.3%	$23.18	—	COMMON STOCK	36174X101
—	SENIOR HOUSING PROP TRUST	149,100	$3,048	0.5%	$19.32	—	COMMON STOCK	81721M109
DRH	DIAMONDROCK HOSPITALITY CO	148,000	$1,621	0.3%	$9.10	—	COMMON STOCK	252784301
INGR	INGREDION INC	22,300	$2,658	0.4%	$122.30	-2.9%	COMMON STOCK	457187102
—	CHESAPEAKE LODGING TRUST	51,500	$1,260	0.2%	$22.49	—	COMMON STOCK	165240102
—	TORCHMARK CORP	38,400	$2,938	0.5%	$56.38	—	COMMON STOCK	891027104
—	NEW SENIOR INVESTMENT GROUP	123,000	$1,236	0.2%	$10.30	—	COMMON STOCK	648691103
—	HEALTHCARE REALTY TRUST INC	10,682	$365	0.1%	$25.50	—	COMMON STOCK	421946104
—	TIER REIT INC	15,000	$277	0.0%	$17.33	—	COMMON STOCK	88650V208
—	QUALITY CARE PROPERTIES	28,718	$526	0.1%	$15.50	—	COMMON STOCK	747545101
—	SL GREEN REALTY CORP	16,923	$1,790	0.3%	$92.30	—	COMMON STOCK	78440X101
CTAS	CINTAS CORP	25,100	$3,164	0.5%	$20.40	+39.6%	COMMON STOCK	172908105
PH	PARKER HANNIFIN CORP	21,400	$3,420	0.5%	$132.60	+4.8%	COMMON STOCK	701094104
GPC	GENUINE PARTS CO	32,000	$2,968	0.5%	$65.22	+9.5%	COMMON STOCK	372460105
—	COLUMBIA PROPERTY TRUST INC	86,000	$1,925	0.3%	$22.21	—	COMMON STOCK	198287203
JBHT	HUNT (JB) TRANSPRT SVCS INC	29,500	$2,696	0.4%	$68.38	+19.4%	COMMON STOCK	445658107
ELME	WASHINGTON REIT	16,000	$510	0.1%	$32.69	—	COMMON STOCK	939653101
ESRT	EMPIRE STATE REALTY TRUST-A	66,000	$1,371	0.2%	$17.53	—	COMMON STOCK	292104106
—	MONOGRAM RESIDENTIAL TRUST I	34,625	$336	0.1%	$9.86	—	COMMON STOCK	60979P105
SBUX	STARBUCKS CORP	82,000	$4,781	0.7%	$33.68	+49.1%	COMMON STOCK	855244109
—	AMERICAN CAMPUS COMMUNITIES	21,500	$1,017	0.2%	$37.00	—	COMMON STOCK	024835100
—	COLONY STARWOOD HOMES	16,000	$549	0.1%	$26.11	—	COMMON STOCK	19625X102
—	PHYSICIANS REALTY TRUST	23,000	$463	0.1%	$13.94	—	COMMON STOCK	71943U104
RMR	RMR GROUP INC/THE - A	7,684	$374	0.1%	$7.12	+276.2%	COMMON STOCK	74967R106
ADP	AUTOMATIC DATA PROCESSING	37,300	$3,822	0.6%	$63.87	+31.9%	COMMON STOCK	053015103
—	INTERPUBLIC GROUP OF COS INC	124,200	$3,055	0.5%	$15.44	+12.6%	COMMON STOCK	460690100
MKC	MCCORMICK and CO-NON VTG SHRS	30,800	$3,003	0.5%	$28.98	+48.1%	COMMON STOCK	579780206
EXPD	EXPEDITORS INTL WASH INC	55,300	$3,123	0.5%	$42.31	+16.9%	COMMON STOCK	302130109