Pensionfund PDN Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	GENERAL ELECTRIC CO	322,000	$7,786	1.2%	$24.18	—	COMMON STOCK	369604103
CVS	CVS HEALTH CORP	62,000	$5,042	0.8%	$60.81	0.0%	COMMON STOCK	126650100
—	TIME WARNER INC	46,000	$4,713	0.7%	$102.46	—	COMMON STOCK	887317303
FDX	FEDEX CORP	19,000	$4,286	0.6%	$184.90	0.0%	COMMON STOCK	31428X106
CL	COLGATE-PALMOLIVE CO	58,000	$4,225	0.6%	$59.21	0.0%	COMMON STOCK	194162103
—	CIGNA CORP	22,000	$4,113	0.6%	$186.95	—	COMMON STOCK	125509109
BK	BANK OF NEW YORK MELLON CORP	77,000	$4,083	0.6%	$41.83	0.0%	COMMON STOCK	064058100
EMR	EMERSON ELECTRIC CO	61,000	$3,833	0.6%	$49.23	0.0%	COMMON STOCK	291011104
AEP	AMERICAN ELECTRIC POWER	52,000	$3,652	0.5%	$53.04	0.0%	COMMON STOCK	025537101
MCO	MOODY'S CORP	26,000	$3,619	0.5%	$121.93	0.0%	COMMON STOCK	615369105
PCG	P G and E CORP	53,000	$3,609	0.5%	$67.23	0.0%	COMMON STOCK	69331C108
PPG	PPG INDUSTRIES INC	32,000	$3,477	0.5%	$91.06	0.0%	COMMON STOCK	693506107
GIS	GENERAL MILLS INC	65,000	$3,364	0.5%	$40.71	0.0%	COMMON STOCK	370334104
—	XILINX INC	47,000	$3,329	0.5%	$70.83	—	COMMON STOCK	983919101
YUM	YUM! BRANDS INC	45,000	$3,312	0.5%	$64.74	0.0%	COMMON STOCK	988498101
EIX	EDISON INTERNATIONAL	42,000	$3,241	0.5%	$55.33	0.0%	COMMON STOCK	281020107
ES	EVERSOURCE ENERGY	53,000	$3,203	0.5%	$46.03	0.0%	COMMON STOCK	30040W108
—	SCRIPPS NETWORKS INTER-CL A	37,000	$3,178	0.5%	$85.89	—	COMMON STOCK	811065101
FNF	FNF GROUP	66,000	$3,132	0.5%	$23.16	0.0%	COMMON STOCK	31620R303
MAS	MASCO CORP	80,000	$3,121	0.5%	$33.12	0.0%	COMMON STOCK	574599106
—	WYNDHAM WORLDWIDE CORP	29,000	$3,057	0.5%	$105.41	—	COMMON STOCK	98310W108
—	CBS CORP-CLASS B NON VOTING	51,000	$2,958	0.4%	$58.00	—	COMMON STOCK	124857202
CCK	CROWN HOLDINGS INC	49,000	$2,926	0.4%	$56.34	0.0%	COMMON STOCK	228368106
DPZ	DOMINO'S PIZZA INC	14,000	$2,780	0.4%	$177.13	0.0%	COMMON STOCK	25754A201
LUV	SOUTHWEST AIRLINES CO	49,000	$2,743	0.4%	$50.59	0.0%	COMMON STOCK	844741108
DAL	DELTA AIR LINES INC	56,000	$2,700	0.4%	$45.29	0.0%	COMMON STOCK	247361702
EFX	EQUIFAX INC	22,000	$2,332	0.3%	$122.49	0.0%	COMMON STOCK	294429105
VRE	MACK-CALI REALTY CORP	52,000	$1,233	0.2%	$23.71	—	COMMON STOCK	554489104
GNL	GLOBAL NET LEASE INC	48,408	$1,060	0.2%	$21.90	—	COMMON STOCK	379378201
JBGS	JBG SMITH PROPERTIES	27,382	$937	0.1%	$34.22	—	COMMON STOCK	46590V100
—	HUDSON PACIFIC PROPERTIES IN	27,000	$905	0.1%	$33.52	—	COMMON STOCK	444097109
—	QTS REALTY TRUST INC-CL A	17,000	$890	0.1%	$52.35	—	COMMON STOCK	74736A103
—	Starwood Waypoint Homes	16,000	$582	0.1%	$36.38	—	COMMON STOCK	85572F105
—	NEW YORK REIT INC	53,000	$416	0.1%	$7.85	—	COMMON STOCK	64976L109

Increased Positions (4)

SBRA SABRA HEALTH CARE REIT INC 0.5%

Value ($000) $3,248 (+165.8%) Shares 148,030 (+192.0%) Est. Cost $22.67 Unrealized —

IRM IRON MOUNTAIN INC 0.3%

Value ($000) $2,198 (+42.2%) Shares 56,500 (+25.6%) Est. Cost $22.12 Unrealized +5.9%

DLR DIGITAL REALTY TRUST INC 0.6%

Value ($000) $3,994 (+11.9%) Shares 33,750 (+6.8%) Est. Cost $40.72 Unrealized +111.9%

HSIC HENRY SCHEIN INC 0.5%

Value ($000) $3,034 (-10.4%) Shares 37,000 (+100.0%) Est. Cost $63.85 Unrealized +6.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SBRA	SABRA HEALTH CARE REIT INC	148,030 (+192.0%)	$3,248 (+165.8%)	0.5%	$22.67	—	COMMON STOCK	78573L106
IRM	IRON MOUNTAIN INC	56,500 (+25.6%)	$2,198 (+42.2%)	0.3%	$22.12	+5.9%	COMMON STOCK	46284V101
DLR	DIGITAL REALTY TRUST INC	33,750 (+6.8%)	$3,994 (+11.9%)	0.6%	$40.72	+111.9%	COMMON STOCK	253868103
HSIC	HENRY SCHEIN INC	37,000 (+100.0%)	$3,034 (-10.4%)	0.5%	$63.85	+6.9%	COMMON STOCK	806407102

Exited Positions (29)

PG PROCTER and GAMBLE CO/THE 1.2%

Value ($000) $8,018 Shares 92,000 Est. Cost $70.14 Unrealized +4.1%

— PRICELINE GROUP INC/THE 0.8%

Value ($000) $5,050 Shares 2,700 Est. Cost $1870.37 Unrealized —

LLY ELI LILLY and CO 0.8%

Value ($000) $5,037 Shares 61,200 Est. Cost $69.54 Unrealized +3.7%

NKE NIKE INC -CL B 0.7%

Value ($000) $4,944 Shares 83,800 Est. Cost $53.06 Unrealized -5.1%

COST COSTCO WHOLESALE CORP 0.7%

Value ($000) $4,382 Shares 27,400 Est. Cost $99.53 Unrealized +40.8%

WAT WATERS CORP 0.6%

Value ($000) $3,824 Shares 20,800 Est. Cost $127.49 Unrealized +42.2%

ADP AUTOMATIC DATA PROCESSING 0.6%

Value ($000) $3,822 Shares 37,300 Est. Cost $63.87 Unrealized +40.3%

— COACH INC 0.6%

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

DRI DARDEN RESTAURANTS INC 0.5%

Value ($000) $3,500 Shares 38,700 Est. Cost $53.91 Unrealized +23.9%

PH PARKER HANNIFIN CORP 0.5%

Value ($000) $3,420 Shares 21,400 Est. Cost $132.60 Unrealized +9.0%

VFC VF CORP 0.5%

Value ($000) $3,347 Shares 58,100 Est. Cost $53.56 Unrealized +7.7%

PFG PRINCIPAL FINANCIAL GROUP 0.5%

Value ($000) $3,344 Shares 52,200 Est. Cost $43.60 Unrealized +7.0%

MHK MOHAWK INDUSTRIES INC 0.5%

Value ($000) $3,335 Shares 13,800 Est. Cost $219.75 Unrealized +13.3%

AOS SMITH (A.O.) CORP 0.5%

Value ($000) $3,216 Shares 57,100 Est. Cost $42.64 Unrealized +13.6%

PEG PUBLIC SERVICE ENTERPRISE GP 0.5%

Value ($000) $3,187 Shares 74,100 Est. Cost $31.86 Unrealized +6.9%

CTAS CINTAS CORP 0.5%

Value ($000) $3,164 Shares 25,100 Est. Cost $20.40 Unrealized +49.5%

EXPD EXPEDITORS INTL WASH INC 0.5%

Value ($000) $3,123 Shares 55,300 Est. Cost $42.31 Unrealized +22.2%

DG DOLLAR GENERAL CORP 0.5%

Value ($000) $3,100 Shares 43,000 Est. Cost $64.42 Unrealized +4.4%

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

Value ($000) $3,076 Shares 63,300 Est. Cost $33.08 Unrealized +5.1%

RGA REINSURANCE GROUP OF AMERICA 0.4%

Value ($000) $2,940 Shares 22,900 Est. Cost $126.90 Unrealized +6.6%

HRL HORMEL FOODS CORP 0.4%

Value ($000) $2,712 Shares 79,500 Est. Cost $27.62 Unrealized -4.4%

JBHT HUNT (JB) TRANSPRT SVCS INC 0.4%

Value ($000) $2,696 Shares 29,500 Est. Cost $68.38 Unrealized +31.1%

CHRW C.H. ROBINSON WORLDWIDE INC 0.4%

Value ($000) $2,672 Shares 38,900 Est. Cost $53.05 Unrealized +7.3%

INGR INGREDION INC 0.4%

Value ($000) $2,658 Shares 22,300 Est. Cost $122.30 Unrealized -0.3%

— CARE CAPITAL PROPERTIES INC 0.3%

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

DKS DICK'S SPORTING GOODS INC 0.3%

Value ($000) $2,111 Shares 53,000 Est. Cost $31.61 Unrealized -21.9%

— DUPONT FABROS TECHNOLOGY 0.2%

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

— COLONY STARWOOD HOMES 0.1%

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

— MONOGRAM RESIDENTIAL TRUST I 0.1%

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

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PG	PROCTER and GAMBLE CO/THE	92,000	$8,018	1.2%	$70.14	+4.1%	—	742718109
—	PRICELINE GROUP INC/THE	2,700	$5,050	0.8%	$1870.37	—	—	741503403
LLY	ELI LILLY and CO	61,200	$5,037	0.8%	$69.54	+3.7%	—	532457108
NKE	NIKE INC -CL B	83,800	$4,944	0.7%	$53.06	-5.1%	—	654106103
COST	COSTCO WHOLESALE CORP	27,400	$4,382	0.7%	$99.53	+40.8%	—	22160K105
WAT	WATERS CORP	20,800	$3,824	0.6%	$127.49	+42.2%	—	941848103
ADP	AUTOMATIC DATA PROCESSING	37,300	$3,822	0.6%	$63.87	+40.3%	—	053015103
—	COACH INC	80,000	$3,787	0.6%	$40.74	—	—	189754104
DRI	DARDEN RESTAURANTS INC	38,700	$3,500	0.5%	$53.91	+23.9%	—	237194105
PH	PARKER HANNIFIN CORP	21,400	$3,420	0.5%	$132.60	+9.0%	—	701094104
VFC	VF CORP	58,100	$3,347	0.5%	$53.56	+7.7%	—	918204108
PFG	PRINCIPAL FINANCIAL GROUP	52,200	$3,344	0.5%	$43.60	+7.0%	—	74251V102
MHK	MOHAWK INDUSTRIES INC	13,800	$3,335	0.5%	$219.75	+13.3%	—	608190104
AOS	SMITH (A.O.) CORP	57,100	$3,216	0.5%	$42.64	+13.6%	—	831865209
PEG	PUBLIC SERVICE ENTERPRISE GP	74,100	$3,187	0.5%	$31.86	+6.9%	—	744573106
CTAS	CINTAS CORP	25,100	$3,164	0.5%	$20.40	+49.5%	—	172908105
EXPD	EXPEDITORS INTL WASH INC	55,300	$3,123	0.5%	$42.31	+22.2%	—	302130109
DG	DOLLAR GENERAL CORP	43,000	$3,100	0.5%	$64.42	+4.4%	—	256677105
BF/B	BROWN-FORMAN CORP-CLASS B	63,300	$3,076	0.5%	$33.08	+5.1%	—	115637209
RGA	REINSURANCE GROUP OF AMERICA	22,900	$2,940	0.4%	$126.90	+6.6%	—	759351604
HRL	HORMEL FOODS CORP	79,500	$2,712	0.4%	$27.62	-4.4%	—	440452100
JBHT	HUNT (JB) TRANSPRT SVCS INC	29,500	$2,696	0.4%	$68.38	+31.1%	—	445658107
CHRW	C.H. ROBINSON WORLDWIDE INC	38,900	$2,672	0.4%	$53.05	+7.3%	—	12541W209
INGR	INGREDION INC	22,300	$2,658	0.4%	$122.30	-0.3%	—	457187102
—	CARE CAPITAL PROPERTIES INC	86,670	$2,314	0.3%	$27.51	—	—	141624106
DKS	DICK'S SPORTING GOODS INC	53,000	$2,111	0.3%	$31.61	-21.9%	—	253393102
—	DUPONT FABROS TECHNOLOGY	24,000	$1,468	0.2%	$37.36	—	—	26613Q106
—	COLONY STARWOOD HOMES	16,000	$549	0.1%	$26.11	—	—	19625X102
—	MONOGRAM RESIDENTIAL TRUST I	34,625	$336	0.1%	$9.86	—	—	60979P105

Decreased Positions (6)

— INGERSOLL-RAND PLC 0.5%

Value ($000) $3,299 (-49.9%) Shares 37,000 (-50.7%) Est. Cost $87.84 Unrealized —

— INFRAREIT INC 0.2%

Value ($000) $1,011 (-39.4%) Shares 45,180 (-48.2%) Est. Cost $17.64 Unrealized —

ARE ALEXANDRIA REAL ESTATE EQUIT 0.3%

Value ($000) $2,011 (-20.1%) Shares 16,900 (-19.1%) Est. Cost $45.03 Unrealized +96.7%

ESRT EMPIRE STATE REALTY TRUST-A 0.1%

Value ($000) $883 (-35.6%) Shares 43,000 (-34.8%) Est. Cost $17.53 Unrealized —

STAG STAG INDUSTRIAL INC 0.3%

Value ($000) $1,744 (-21.5%) Shares 63,500 (-21.1%) Est. Cost $19.62 Unrealized —

EGP EASTGROUP PROPERTIES INC 0.3%

Value ($000) $1,983 (-16.1%) Shares 22,500 (-20.2%) Est. Cost $57.86 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	INGERSOLL-RAND PLC	37,000 (-50.7%)	$3,299 (-49.9%)	0.5%	$87.84	—	COMMON STOCK	000000000
—	INFRAREIT INC	45,180 (-48.2%)	$1,011 (-39.4%)	0.2%	$17.64	—	COMMON STOCK	45685L100
ARE	ALEXANDRIA REAL ESTATE EQUIT	16,900 (-19.1%)	$2,011 (-20.1%)	0.3%	$45.03	+96.7%	COMMON STOCK	015271109
ESRT	EMPIRE STATE REALTY TRUST-A	43,000 (-34.8%)	$883 (-35.6%)	0.1%	$17.53	—	COMMON STOCK	292104106
STAG	STAG INDUSTRIAL INC	63,500 (-21.1%)	$1,744 (-21.5%)	0.3%	$19.62	—	COMMON STOCK	85254J102
EGP	EASTGROUP PROPERTIES INC	22,500 (-20.2%)	$1,983 (-16.1%)	0.3%	$57.86	—	COMMON STOCK	277276101

Unchanged Positions (154)

MSFT MICROSOFT CORP 2.4%

Value ($000) $15,695 Shares 210,700 Est. Cost $33.54 Unrealized +98.8%

AMAT APPLIED MATERIALS INC 0.8%

Value ($000) $5,490 Shares 105,400 Est. Cost $19.78 Unrealized +108.1%

AAPL APPLE INC 2.5%

Value ($000) $16,414 Shares 106,500 Est. Cost $21.10 Unrealized +71.3%

MA MASTERCARD INC - A 1.0%

Value ($000) $6,905 Shares 48,900 Est. Cost $89.14 Unrealized +41.8%

MO ALTRIA GROUP INC 0.8%

Value ($000) $5,518 Shares 87,000 Est. Cost $19.82 Unrealized +82.1%

V VISA INC-CLASS A SHARES 1.3%

Value ($000) $8,388 Shares 79,700 Est. Cost $70.84 Unrealized +35.1%

VZ VERIZON COMMUNICATIONS INC 1.2%

Value ($000) $7,998 Shares 161,600 Est. Cost $30.04 Unrealized +0.6%

TXN TEXAS INSTRUMENTS INC 0.8%

Value ($000) $5,334 Shares 59,500 Est. Cost $40.51 Unrealized +60.9%

— VMWARE INC-CLASS A 0.5%

Value ($000) $3,614 Shares 33,100 Est. Cost $73.34 Unrealized —

— CELGENE CORP 0.9%

Value ($000) $6,285 Shares 43,100 Est. Cost $124.43 Unrealized —

BIIB BIOGEN INC 0.7%

Value ($000) $4,853 Shares 15,500 Est. Cost $230.33 Unrealized +28.6%

— FOOT LOCKER INC 0.2%

Value ($000) $1,486 Shares 42,200 Est. Cost $65.77 Unrealized —

HD HOME DEPOT INC 1.3%

Value ($000) $8,358 Shares 51,100 Est. Cost $62.49 Unrealized +100.3%

PFE PFIZER INC 1.3%

Value ($000) $8,622 Shares 241,500 Est. Cost $21.05 Unrealized +5.7%

AMP AMERIPRISE FINANCIAL INC 0.5%

Value ($000) $3,564 Shares 24,000 Est. Cost $107.25 Unrealized +10.6%

DIS WALT DISNEY CO/THE 0.9%

Value ($000) $6,299 Shares 63,900 Est. Cost $69.31 Unrealized +39.9%

— INTERPUBLIC GROUP OF COS INC 0.4%

Value ($000) $2,582 Shares 124,200 Est. Cost $15.44 Unrealized +1.0%

VNO VORNADO REALTY TRUST 0.3%

Value ($000) $2,135 Shares 27,765 Est. Cost $82.84 Unrealized —

EL ESTEE LAUDER COMPANIES-CL A 0.6%

Value ($000) $4,152 Shares 38,500 Est. Cost $62.15 Unrealized +48.7%

KLAC KLA-TENCOR CORP 0.5%

Value ($000) $3,180 Shares 30,000 Est. Cost $86.97 Unrealized -3.8%

PM PHILIP MORRIS INTERNATIONAL 1.1%

Value ($000) $7,438 Shares 67,000 Est. Cost $49.71 Unrealized +51.4%

UNH UNITEDHEALTH GROUP INC 1.2%

Value ($000) $7,971 Shares 40,700 Est. Cost $65.43 Unrealized +158.2%

GOOG ALPHABET INC-CL C 1.2%

Value ($000) $7,817 Shares 8,150 Est. Cost $31.81 Unrealized +45.3%

PLD PROLOGIS INC 0.8%

Value ($000) $5,331 Shares 84,000 Est. Cost $29.27 Unrealized +66.5%

HAS HASBRO INC 0.4%

Value ($000) $2,832 Shares 29,000 Est. Cost $76.47 Unrealized -1.1%

SEIC SEI INVESTMENTS COMPANY 0.5%

Value ($000) $3,358 Shares 55,000 Est. Cost $46.13 Unrealized +10.6%

— HCP INC 0.4%

Value ($000) $2,633 Shares 94,593 Est. Cost $40.87 Unrealized —

UPS UNITED PARCEL SERVICE-CL B 0.7%

Value ($000) $4,852 Shares 40,400 Est. Cost $62.45 Unrealized +32.7%

CTSH COGNIZANT TECH SOLUTIONS-A 0.7%

Value ($000) $4,526 Shares 62,400 Est. Cost $43.22 Unrealized +44.5%

AVY AVERY DENNISON CORP 0.6%

Value ($000) $3,727 Shares 37,900 Est. Cost $61.60 Unrealized +31.6%

SBUX STARBUCKS CORP 0.7%

Value ($000) $4,404 Shares 82,000 Est. Cost $33.68 Unrealized +37.2%

ROK ROCKWELL AUTOMATION INC 0.6%

Value ($000) $3,903 Shares 21,900 Est. Cost $85.80 Unrealized +66.1%

TSCO TRACTOR SUPPLY COMPANY 0.4%

Value ($000) $2,443 Shares 38,600 Est. Cost $14.90 Unrealized -33.1%

PGR PROGRESSIVE CORP 0.6%

Value ($000) $3,874 Shares 80,000 Est. Cost $32.08 Unrealized +12.6%

ROST ROSS STORES INC 0.5%

Value ($000) $3,248 Shares 50,300 Est. Cost $38.23 Unrealized +38.4%

IBM INTL BUSINESS MACHINES CORP 0.8%

Value ($000) $5,470 Shares 37,700 Est. Cost $101.76 Unrealized -4.8%

GOOGL ALPHABET INC-CL A 1.1%

Value ($000) $7,215 Shares 7,410 Est. Cost $32.37 Unrealized +45.4%

OMC OMNICOM GROUP 0.4%

Value ($000) $2,726 Shares 36,800 Est. Cost $52.01 Unrealized +9.8%

AVB AVALONBAY COMMUNITIES INC 0.6%

Value ($000) $4,196 Shares 23,520 Est. Cost $85.93 Unrealized +63.2%

T ATandT INC 1.3%

Value ($000) $8,766 Shares 223,800 Est. Cost $12.32 Unrealized +26.6%

KMB KIMBERLY-CLARK CORP 0.5%

Value ($000) $3,295 Shares 28,000 Est. Cost $96.22 Unrealized -5.4%

UNP UNION PACIFIC CORP 0.8%

Value ($000) $5,103 Shares 44,000 Est. Cost $90.11 Unrealized -1.1%

SJM JM SMUCKER CO/THE 0.4%

Value ($000) $2,392 Shares 22,800 Est. Cost $109.93 Unrealized -20.4%

SPGI SandP GLOBAL INC 0.7%

Value ($000) $4,580 Shares 29,300 Est. Cost $96.34 Unrealized +46.5%

MRSH MARSH and MCLENNAN COS 0.6%

Value ($000) $4,333 Shares 51,700 Est. Cost $47.89 Unrealized +44.4%

CE CELANESE CORP-SERIES A 0.5%

Value ($000) $3,337 Shares 32,000 Est. Cost $75.56 Unrealized +10.8%

NTAP NETAPP INC 0.5%

Value ($000) $3,501 Shares 80,000 Est. Cost $31.89 Unrealized +4.1%

VTR VENTAS INC 0.6%

Value ($000) $4,069 Shares 62,482 Est. Cost $44.48 Unrealized +5.9%

— UNITED TECHNOLOGIES CORP 0.8%

Value ($000) $5,096 Shares 43,900 Est. Cost $112.21 Unrealized —

INTU INTUIT INC 0.6%

Value ($000) $4,037 Shares 28,400 Est. Cost $97.25 Unrealized +33.9%

MTD METTLER-TOLEDO INTERNATIONAL 0.6%

Value ($000) $4,321 Shares 6,900 Est. Cost $316.01 Unrealized +90.0%

SWK STANLEY BLACK and DECKER INC 0.6%

Value ($000) $3,835 Shares 25,400 Est. Cost $99.03 Unrealized +15.6%

— BLACKROCK INC 0.7%

Value ($000) $4,516 Shares 10,100 Est. Cost $362.46 Unrealized —

LEG LEGGETT and PLATT INC 0.4%

Value ($000) $2,482 Shares 52,000 Est. Cost $52.19 Unrealized -7.4%

SWKS SKYWORKS SOLUTIONS INC 0.6%

Value ($000) $4,229 Shares 41,500 Est. Cost $63.97 Unrealized +34.9%

NDAQ NASDAQ INC 0.5%

Value ($000) $3,103 Shares 40,000 Est. Cost $20.04 Unrealized +8.7%

— GGP Inc 0.3%

Value ($000) $1,776 Shares 85,500 Est. Cost $23.18 Unrealized —

PEP PEPSICO INC 1.0%

Value ($000) $6,463 Shares 58,000 Est. Cost $88.18 Unrealized +1.4%

WELL WELLTOWER INC 0.5%

Value ($000) $3,511 Shares 49,953 Est. Cost $44.65 Unrealized +20.8%

CHD CHURCH and DWIGHT CO INC 0.5%

Value ($000) $3,106 Shares 64,100 Est. Cost $42.65 Unrealized +7.0%

BR BROADRIDGE FINANCIAL SOLUTIO 0.5%

Value ($000) $3,314 Shares 41,000 Est. Cost $62.39 Unrealized +7.2%

MAN MANPOWERGROUP INC 0.6%

Value ($000) $3,888 Shares 33,000 Est. Cost $97.01 Unrealized +15.4%

CPT CAMDEN PROPERTY TRUST 0.4%

Value ($000) $2,777 Shares 30,369 Est. Cost $46.09 Unrealized +46.6%

AFL AFLAC INC 0.6%

Value ($000) $3,931 Shares 48,300 Est. Cost $22.89 Unrealized +44.6%

— MAXIM INTEGRATED PRODUCTS 0.5%

Value ($000) $3,053 Shares 64,000 Est. Cost $44.91 Unrealized —

CDW CDW CORP/DE 0.5%

Value ($000) $3,300 Shares 50,000 Est. Cost $53.99 Unrealized +4.9%

FISV FISERV INC 0.5%

Value ($000) $3,353 Shares 26,000 Est. Cost $56.13 Unrealized +10.7%

RLJ RLJ LODGING TRUST 0.3%

Value ($000) $1,742 Shares 79,200 Est. Cost $23.24 Unrealized —

ALL ALLSTATE CORP 0.6%

Value ($000) $4,164 Shares 45,300 Est. Cost $55.91 Unrealized +34.4%

MKC MCCORMICK and CO-NON VTG SHRS 0.5%

Value ($000) $3,161 Shares 30,800 Est. Cost $28.98 Unrealized +41.8%

— TAUBMAN CENTERS INC 0.1%

Value ($000) $795 Shares 16,000 Est. Cost $71.25 Unrealized —

MCD MCDONALD'S CORP 1.0%

Value ($000) $6,894 Shares 44,000 Est. Cost $117.92 Unrealized +9.1%

BAX BAXTER INTERNATIONAL INC 0.7%

Value ($000) $4,405 Shares 70,200 Est. Cost $42.39 Unrealized +26.3%

PAYX PAYCHEX INC 0.5%

Value ($000) $3,070 Shares 51,200 Est. Cost $34.10 Unrealized +30.7%

— COLONY NORTHSTAR INC-CLASS A 0.2%

Value ($000) $1,271 Shares 101,163 Est. Cost $12.91 Unrealized —

KRG KITE REALTY GROUP TRUST 0.3%

Value ($000) $2,309 Shares 114,000 Est. Cost $24.57 Unrealized —

SNA SNAP-ON INC 0.4%

Value ($000) $2,384 Shares 16,000 Est. Cost $131.85 Unrealized -7.8%

LOW LOWE'S COS INC 0.7%

Value ($000) $4,613 Shares 57,700 Est. Cost $56.94 Unrealized +15.3%

ITW ILLINOIS TOOL WORKS 0.6%

Value ($000) $4,291 Shares 29,000 Est. Cost $68.35 Unrealized +69.8%

— TORCHMARK CORP 0.5%

Value ($000) $3,075 Shares 38,400 Est. Cost $56.38 Unrealized —

— SENIOR HOUSING PROP TRUST 0.4%

Value ($000) $2,915 Shares 149,100 Est. Cost $19.32 Unrealized —

FFIV F5 NETWORKS INC 0.4%

Value ($000) $2,423 Shares 20,100 Est. Cost $106.19 Unrealized +13.7%

— Life Storage Inc 0.2%

Value ($000) $1,391 Shares 17,000 Est. Cost $87.61 Unrealized —

FAST FASTENAL CO 0.4%

Value ($000) $2,872 Shares 63,000 Est. Cost $8.97 Unrealized -3.3%

INN SUMMIT HOTEL PROPERTIES INC 0.1%

Value ($000) $784 Shares 49,000 Est. Cost $14.07 Unrealized —

CMI CUMMINS INC 0.6%

Value ($000) $3,730 Shares 22,200 Est. Cost $94.73 Unrealized +37.2%

— EATON VANCE CORP 0.5%

Value ($000) $3,110 Shares 63,000 Est. Cost $47.32 Unrealized —

— CHESAPEAKE LODGING TRUST 0.2%

Value ($000) $1,389 Shares 51,500 Est. Cost $22.49 Unrealized —

TRV TRAVELERS COS INC/THE 0.6%

Value ($000) $3,700 Shares 30,200 Est. Cost $91.51 Unrealized +13.6%

SKT TANGER FACTORY OUTLET CENTER 0.3%

Value ($000) $1,905 Shares 78,000 Est. Cost $32.33 Unrealized —

PSA PUBLIC STORAGE 0.7%

Value ($000) $4,510 Shares 21,074 Est. Cost $97.16 Unrealized +51.0%

— SPIRIT REALTY CAPITAL INC 0.1%

Value ($000) $848 Shares 99,000 Est. Cost $7.41 Unrealized —

— NEW SENIOR INVESTMENT GROUP 0.2%

Value ($000) $1,125 Shares 123,000 Est. Cost $10.30 Unrealized —

AZO AUTOZONE INC 0.4%

Value ($000) $2,618 Shares 4,400 Est. Cost $762.05 Unrealized -30.1%

CDP CORPORATE OFFICE PROPERTIES 0.2%

Value ($000) $1,609 Shares 49,000 Est. Cost $29.17 Unrealized —

BRX BRIXMOR PROPERTY GROUP INC 0.3%

Value ($000) $2,087 Shares 111,000 Est. Cost $25.62 Unrealized —

— CA INC 0.5%

Value ($000) $3,071 Shares 92,000 Est. Cost $27.30 Unrealized —

SO SOUTHERN CO/THE 0.6%

Value ($000) $3,843 Shares 78,200 Est. Cost $27.55 Unrealized +24.5%

— FOREST CITY REALTY TRUST- A 0.3%

Value ($000) $1,786 Shares 70,000 Est. Cost $21.44 Unrealized —

— COUSINS PROPERTIES INC 0.2%

Value ($000) $1,597 Shares 171,000 Est. Cost $10.38 Unrealized —

GPC GENUINE PARTS CO 0.5%

Value ($000) $3,061 Shares 32,000 Est. Cost $65.22 Unrealized +2.2%

— DR PEPPER SNAPPLE GROUP INC 0.4%

Value ($000) $2,964 Shares 33,500 Est. Cost $92.95 Unrealized —

TJX TJX COMPANIES INC 0.6%

Value ($000) $3,856 Shares 52,300 Est. Cost $29.40 Unrealized +7.8%

SHW SHERWIN-WILLIAMS CO/THE 0.6%

Value ($000) $4,117 Shares 11,500 Est. Cost $79.61 Unrealized +33.8%

— QUALITY CARE PROPERTIES 0.1%

Value ($000) $445 Shares 28,718 Est. Cost $15.50 Unrealized —

— SELECT INCOME REIT 0.4%

Value ($000) $2,946 Shares 125,800 Est. Cost $26.33 Unrealized —

— SL GREEN REALTY CORP 0.3%

Value ($000) $1,715 Shares 16,923 Est. Cost $92.30 Unrealized —

— WEINGARTEN REALTY INVESTORS 0.2%

Value ($000) $1,439 Shares 45,336 Est. Cost $30.78 Unrealized —

MAC MACERICH CO/THE 0.2%

Value ($000) $1,292 Shares 23,507 Est. Cost $60.58 Unrealized —

KIM KIMCO REALTY CORP 0.2%

Value ($000) $1,129 Shares 57,731 Est. Cost $12.61 Unrealized +2.0%

— AMERICAN CAMPUS COMMUNITIES 0.1%

Value ($000) $949 Shares 21,500 Est. Cost $37.00 Unrealized —

L LOEWS CORP 0.5%

Value ($000) $3,015 Shares 63,000 Est. Cost $45.06 Unrealized +1.7%

PPL PPL CORP 0.5%

Value ($000) $3,188 Shares 84,000 Est. Cost $26.26 Unrealized +1.0%

— CR BARD INC 0.6%

Value ($000) $4,231 Shares 13,200 Est. Cost $190.36 Unrealized —

— VEREIT INC 0.5%

Value ($000) $3,150 Shares 380,000 Est. Cost $8.82 Unrealized —

— PHYSICIANS REALTY TRUST 0.1%

Value ($000) $408 Shares 23,000 Est. Cost $13.94 Unrealized —

MMM 3M CO 1.0%

Value ($000) $6,465 Shares 30,800 Est. Cost $71.80 Unrealized +80.9%

— COLUMBIA PROPERTY TRUST INC 0.3%

Value ($000) $1,872 Shares 86,000 Est. Cost $22.21 Unrealized —

— DCT INDUSTRIAL TRUST INC 0.1%

Value ($000) $696 Shares 12,025 Est. Cost $33.65 Unrealized —

KRC KILROY REALTY CORP 0.1%

Value ($000) $925 Shares 13,000 Est. Cost $61.85 Unrealized —

SPG SIMON PROPERTY GROUP INC 1.6%

Value ($000) $10,966 Shares 68,108 Est. Cost $90.22 Unrealized +12.9%

HSY HERSHEY CO/THE 0.5%

Value ($000) $3,079 Shares 28,200 Est. Cost $73.25 Unrealized +19.1%

EPR EPR PROPERTIES 0.2%

Value ($000) $1,625 Shares 23,300 Est. Cost $51.02 Unrealized —

MAA MID-AMERICA APARTMENT COMM 0.5%

Value ($000) $3,499 Shares 32,740 Est. Cost $54.68 Unrealized +43.8%

— HOSPITALITY PROPERTIES TRUST 0.3%

Value ($000) $2,092 Shares 73,434 Est. Cost $27.41 Unrealized —

— LASALLE HOTEL PROPERTIES 0.3%

Value ($000) $1,701 Shares 58,600 Est. Cost $24.15 Unrealized —

— GRAMERCY PROPERTY TRUST 0.4%

Value ($000) $2,470 Shares 81,666 Est. Cost $9.18 Unrealized —

HIW HIGHWOODS PROPERTIES INC 0.2%

Value ($000) $1,604 Shares 30,802 Est. Cost $35.61 Unrealized —

ORLY O'REILLY AUTOMOTIVE INC 0.4%

Value ($000) $2,628 Shares 12,200 Est. Cost $17.32 Unrealized -23.8%

HST HOST HOTELS and RESORTS INC 0.5%

Value ($000) $3,402 Shares 183,998 Est. Cost $10.94 Unrealized +20.4%

— APARTMENT INVT and MGMT CO -A 0.3%

Value ($000) $1,820 Shares 41,500 Est. Cost $42.96 Unrealized —

GLPI GAMING AND LEISURE PROPERTIE 0.3%

Value ($000) $1,771 Shares 48,000 Est. Cost $29.35 Unrealized —

CLX CLOROX COMPANY 0.5%

Value ($000) $3,311 Shares 25,100 Est. Cost $95.74 Unrealized +10.3%

UDR UDR INC 0.2%

Value ($000) $1,345 Shares 35,367 Est. Cost $15.84 Unrealized +81.3%

— DUKE REALTY CORP 0.2%

Value ($000) $1,096 Shares 38,024 Est. Cost $17.58 Unrealized —

ESS ESSEX PROPERTY TRUST INC 0.3%

Value ($000) $2,235 Shares 8,800 Est. Cost $127.99 Unrealized +53.5%

IT GARTNER INC 0.5%

Value ($000) $3,508 Shares 28,200 Est. Cost $103.07 Unrealized +19.9%

— LIBERTY PROPERTY TRUST 0.4%

Value ($000) $2,919 Shares 71,096 Est. Cost $37.54 Unrealized —

— CYRUSONE INC 0.1%

Value ($000) $460 Shares 7,800 Est. Cost $29.44 Unrealized —

BBY BEST BUY CO INC 0.5%

Value ($000) $3,304 Shares 58,000 Est. Cost $39.19 Unrealized +7.9%

RMR RMR GROUP INC/THE - A 0.1%

Value ($000) $395 Shares 7,684 Est. Cost $7.12 Unrealized +270.0%

— HEALTHCARE REALTY TRUST INC 0.1%

Value ($000) $345 Shares 10,682 Est. Cost $25.50 Unrealized —

DUK DUKE ENERGY CORP 0.6%

Value ($000) $4,322 Shares 51,500 Est. Cost $46.61 Unrealized +30.5%

— RAMCO-GERSHENSON PROPERTIES 0.3%

Value ($000) $1,806 Shares 138,782 Est. Cost $16.68 Unrealized —

— DDR CORP 0.2%

Value ($000) $1,640 Shares 179,000 Est. Cost $15.28 Unrealized —

ETR ENTERGY CORP 0.4%

Value ($000) $2,902 Shares 38,000 Est. Cost $27.93 Unrealized +1.1%

ELME WASHINGTON REIT 0.1%

Value ($000) $524 Shares 16,000 Est. Cost $32.69 Unrealized —

— TIER REIT INC 0.0%

Value ($000) $290 Shares 15,000 Est. Cost $17.33 Unrealized —

EQR EQUITY RESIDENTIAL 0.5%

Value ($000) $3,650 Shares 55,356 Est. Cost $33.59 Unrealized +46.3%

BDN BRANDYWINE REALTY TRUST 0.4%

Value ($000) $2,683 Shares 153,400 Est. Cost $13.60 Unrealized —

— CBL and ASSOCIATES PROPERTIES 0.1%

Value ($000) $763 Shares 91,000 Est. Cost $9.31 Unrealized —

— PARKWAY INC 0.1%

Value ($000) $679 Shares 29,500 Est. Cost $22.24 Unrealized —

BXP BOSTON PROPERTIES INC 0.3%

Value ($000) $2,017 Shares 16,417 Est. Cost $64.00 Unrealized +30.9%

DRH DIAMONDROCK HOSPITALITY CO 0.2%

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

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	210,700	$15,695	2.4%	$33.54	+98.8%	COMMON STOCK	594918104
AMAT	APPLIED MATERIALS INC	105,400	$5,490	0.8%	$19.78	+108.1%	COMMON STOCK	038222105
AAPL	APPLE INC	106,500	$16,414	2.5%	$21.10	+71.3%	COMMON STOCK	037833100
MA	MASTERCARD INC - A	48,900	$6,905	1.0%	$89.14	+41.8%	COMMON STOCK	57636Q104
MO	ALTRIA GROUP INC	87,000	$5,518	0.8%	$19.82	+82.1%	COMMON STOCK	02209S103
V	VISA INC-CLASS A SHARES	79,700	$8,388	1.3%	$70.84	+35.1%	COMMON STOCK	92826C839
VZ	VERIZON COMMUNICATIONS INC	161,600	$7,998	1.2%	$30.04	+0.6%	COMMON STOCK	92343V104
TXN	TEXAS INSTRUMENTS INC	59,500	$5,334	0.8%	$40.51	+60.9%	COMMON STOCK	882508104
—	VMWARE INC-CLASS A	33,100	$3,614	0.5%	$73.34	—	COMMON STOCK	928563402
—	CELGENE CORP	43,100	$6,285	0.9%	$124.43	—	COMMON STOCK	151020104
BIIB	BIOGEN INC	15,500	$4,853	0.7%	$230.33	+28.6%	COMMON STOCK	09062X103
—	FOOT LOCKER INC	42,200	$1,486	0.2%	$65.77	—	COMMON STOCK	344849104
HD	HOME DEPOT INC	51,100	$8,358	1.3%	$62.49	+100.3%	COMMON STOCK	437076102
PFE	PFIZER INC	241,500	$8,622	1.3%	$21.05	+5.7%	COMMON STOCK	717081103
AMP	AMERIPRISE FINANCIAL INC	24,000	$3,564	0.5%	$107.25	+10.6%	COMMON STOCK	03076C106
DIS	WALT DISNEY CO/THE	63,900	$6,299	0.9%	$69.31	+39.9%	COMMON STOCK	254687106
—	INTERPUBLIC GROUP OF COS INC	124,200	$2,582	0.4%	$15.44	+1.0%	COMMON STOCK	460690100
VNO	VORNADO REALTY TRUST	27,765	$2,135	0.3%	$82.84	—	COMMON STOCK	929042109
EL	ESTEE LAUDER COMPANIES-CL A	38,500	$4,152	0.6%	$62.15	+48.7%	COMMON STOCK	518439104
KLAC	KLA-TENCOR CORP	30,000	$3,180	0.5%	$86.97	-3.8%	COMMON STOCK	482480100
PM	PHILIP MORRIS INTERNATIONAL	67,000	$7,438	1.1%	$49.71	+51.4%	COMMON STOCK	718172109
UNH	UNITEDHEALTH GROUP INC	40,700	$7,971	1.2%	$65.43	+158.2%	COMMON STOCK	91324P102
GOOG	ALPHABET INC-CL C	8,150	$7,817	1.2%	$31.81	+45.3%	COMMON STOCK	02079K107
PLD	PROLOGIS INC	84,000	$5,331	0.8%	$29.27	+66.5%	COMMON STOCK	74340W103
HAS	HASBRO INC	29,000	$2,832	0.4%	$76.47	-1.1%	COMMON STOCK	418056107
SEIC	SEI INVESTMENTS COMPANY	55,000	$3,358	0.5%	$46.13	+10.6%	COMMON STOCK	784117103
—	HCP INC	94,593	$2,633	0.4%	$40.87	—	COMMON STOCK	40414L109
UPS	UNITED PARCEL SERVICE-CL B	40,400	$4,852	0.7%	$62.45	+32.7%	COMMON STOCK	911312106
CTSH	COGNIZANT TECH SOLUTIONS-A	62,400	$4,526	0.7%	$43.22	+44.5%	COMMON STOCK	192446102
AVY	AVERY DENNISON CORP	37,900	$3,727	0.6%	$61.60	+31.6%	COMMON STOCK	053611109
SBUX	STARBUCKS CORP	82,000	$4,404	0.7%	$33.68	+37.2%	COMMON STOCK	855244109
ROK	ROCKWELL AUTOMATION INC	21,900	$3,903	0.6%	$85.80	+66.1%	COMMON STOCK	773903109
TSCO	TRACTOR SUPPLY COMPANY	38,600	$2,443	0.4%	$14.90	-33.1%	COMMON STOCK	892356106
PGR	PROGRESSIVE CORP	80,000	$3,874	0.6%	$32.08	+12.6%	COMMON STOCK	743315103
ROST	ROSS STORES INC	50,300	$3,248	0.5%	$38.23	+38.4%	COMMON STOCK	778296103
IBM	INTL BUSINESS MACHINES CORP	37,700	$5,470	0.8%	$101.76	-4.8%	COMMON STOCK	459200101
GOOGL	ALPHABET INC-CL A	7,410	$7,215	1.1%	$32.37	+45.4%	COMMON STOCK	02079K305
OMC	OMNICOM GROUP	36,800	$2,726	0.4%	$52.01	+9.8%	COMMON STOCK	681919106
AVB	AVALONBAY COMMUNITIES INC	23,520	$4,196	0.6%	$85.93	+63.2%	COMMON STOCK	053484101
T	ATandT INC	223,800	$8,766	1.3%	$12.32	+26.6%	COMMON STOCK	00206R102
KMB	KIMBERLY-CLARK CORP	28,000	$3,295	0.5%	$96.22	-5.4%	COMMON STOCK	494368103
UNP	UNION PACIFIC CORP	44,000	$5,103	0.8%	$90.11	-1.1%	COMMON STOCK	907818108
SJM	JM SMUCKER CO/THE	22,800	$2,392	0.4%	$109.93	-20.4%	COMMON STOCK	832696405
SPGI	SandP GLOBAL INC	29,300	$4,580	0.7%	$96.34	+46.5%	COMMON STOCK	78409V104
MRSH	MARSH and MCLENNAN COS	51,700	$4,333	0.6%	$47.89	+44.4%	COMMON STOCK	571748102
CE	CELANESE CORP-SERIES A	32,000	$3,337	0.5%	$75.56	+10.8%	COMMON STOCK	150870103
NTAP	NETAPP INC	80,000	$3,501	0.5%	$31.89	+4.1%	COMMON STOCK	64110D104
VTR	VENTAS INC	62,482	$4,069	0.6%	$44.48	+5.9%	COMMON STOCK	92276F100
—	UNITED TECHNOLOGIES CORP	43,900	$5,096	0.8%	$112.21	—	COMMON STOCK	913017109
INTU	INTUIT INC	28,400	$4,037	0.6%	$97.25	+33.9%	COMMON STOCK	461202103
MTD	METTLER-TOLEDO INTERNATIONAL	6,900	$4,321	0.6%	$316.01	+90.0%	COMMON STOCK	592688105
SWK	STANLEY BLACK and DECKER INC	25,400	$3,835	0.6%	$99.03	+15.6%	COMMON STOCK	854502101
—	BLACKROCK INC	10,100	$4,516	0.7%	$362.46	—	COMMON STOCK	09247X101
LEG	LEGGETT and PLATT INC	52,000	$2,482	0.4%	$52.19	-7.4%	COMMON STOCK	524660107
SWKS	SKYWORKS SOLUTIONS INC	41,500	$4,229	0.6%	$63.97	+34.9%	COMMON STOCK	83088M102
NDAQ	NASDAQ INC	40,000	$3,103	0.5%	$20.04	+8.7%	COMMON STOCK	631103108
—	GGP Inc	85,500	$1,776	0.3%	$23.18	—	COMMON STOCK	36174X101
PEP	PEPSICO INC	58,000	$6,463	1.0%	$88.18	+1.4%	COMMON STOCK	713448108
WELL	WELLTOWER INC	49,953	$3,511	0.5%	$44.65	+20.8%	COMMON STOCK	95040Q104
CHD	CHURCH and DWIGHT CO INC	64,100	$3,106	0.5%	$42.65	+7.0%	COMMON STOCK	171340102
BR	BROADRIDGE FINANCIAL SOLUTIO	41,000	$3,314	0.5%	$62.39	+7.2%	COMMON STOCK	11133T103
MAN	MANPOWERGROUP INC	33,000	$3,888	0.6%	$97.01	+15.4%	COMMON STOCK	56418H100
CPT	CAMDEN PROPERTY TRUST	30,369	$2,777	0.4%	$46.09	+46.6%	COMMON STOCK	133131102
AFL	AFLAC INC	48,300	$3,931	0.6%	$22.89	+44.6%	COMMON STOCK	001055102
—	MAXIM INTEGRATED PRODUCTS	64,000	$3,053	0.5%	$44.91	—	COMMON STOCK	57772K101
CDW	CDW CORP/DE	50,000	$3,300	0.5%	$53.99	+4.9%	COMMON STOCK	12514G108
FISV	FISERV INC	26,000	$3,353	0.5%	$56.13	+10.7%	COMMON STOCK	337738108
RLJ	RLJ LODGING TRUST	79,200	$1,742	0.3%	$23.24	—	COMMON STOCK	74965L101
ALL	ALLSTATE CORP	45,300	$4,164	0.6%	$55.91	+34.4%	COMMON STOCK	020002101
MKC	MCCORMICK and CO-NON VTG SHRS	30,800	$3,161	0.5%	$28.98	+41.8%	COMMON STOCK	579780206
—	TAUBMAN CENTERS INC	16,000	$795	0.1%	$71.25	—	COMMON STOCK	876664103
MCD	MCDONALD'S CORP	44,000	$6,894	1.0%	$117.92	+9.1%	COMMON STOCK	580135101
BAX	BAXTER INTERNATIONAL INC	70,200	$4,405	0.7%	$42.39	+26.3%	COMMON STOCK	071813109
PAYX	PAYCHEX INC	51,200	$3,070	0.5%	$34.10	+30.7%	COMMON STOCK	704326107
—	COLONY NORTHSTAR INC-CLASS A	101,163	$1,271	0.2%	$12.91	—	COMMON STOCK	19625W104
KRG	KITE REALTY GROUP TRUST	114,000	$2,309	0.3%	$24.57	—	COMMON STOCK	49803T300
SNA	SNAP-ON INC	16,000	$2,384	0.4%	$131.85	-7.8%	COMMON STOCK	833034101
LOW	LOWE'S COS INC	57,700	$4,613	0.7%	$56.94	+15.3%	COMMON STOCK	548661107
ITW	ILLINOIS TOOL WORKS	29,000	$4,291	0.6%	$68.35	+69.8%	COMMON STOCK	452308109
—	TORCHMARK CORP	38,400	$3,075	0.5%	$56.38	—	COMMON STOCK	891027104
—	SENIOR HOUSING PROP TRUST	149,100	$2,915	0.4%	$19.32	—	COMMON STOCK	81721M109
FFIV	F5 NETWORKS INC	20,100	$2,423	0.4%	$106.19	+13.7%	COMMON STOCK	315616102
—	Life Storage Inc	17,000	$1,391	0.2%	$87.61	—	COMMON STOCK	53223X107
FAST	FASTENAL CO	63,000	$2,872	0.4%	$8.97	-3.3%	COMMON STOCK	311900104
INN	SUMMIT HOTEL PROPERTIES INC	49,000	$784	0.1%	$14.07	—	COMMON STOCK	866082100
CMI	CUMMINS INC	22,200	$3,730	0.6%	$94.73	+37.2%	COMMON STOCK	231021106
—	EATON VANCE CORP	63,000	$3,110	0.5%	$47.32	—	COMMON STOCK	278265103
—	CHESAPEAKE LODGING TRUST	51,500	$1,389	0.2%	$22.49	—	COMMON STOCK	165240102
TRV	TRAVELERS COS INC/THE	30,200	$3,700	0.6%	$91.51	+13.6%	COMMON STOCK	89417E109
SKT	TANGER FACTORY OUTLET CENTER	78,000	$1,905	0.3%	$32.33	—	COMMON STOCK	875465106
PSA	PUBLIC STORAGE	21,074	$4,510	0.7%	$97.16	+51.0%	COMMON STOCK	74460D109
—	SPIRIT REALTY CAPITAL INC	99,000	$848	0.1%	$7.41	—	COMMON STOCK	84860W102
—	NEW SENIOR INVESTMENT GROUP	123,000	$1,125	0.2%	$10.30	—	COMMON STOCK	648691103
AZO	AUTOZONE INC	4,400	$2,618	0.4%	$762.05	-30.1%	COMMON STOCK	053332102
CDP	CORPORATE OFFICE PROPERTIES	49,000	$1,609	0.2%	$29.17	—	COMMON STOCK	22002T108
BRX	BRIXMOR PROPERTY GROUP INC	111,000	$2,087	0.3%	$25.62	—	COMMON STOCK	11120U105
—	CA INC	92,000	$3,071	0.5%	$27.30	—	COMMON STOCK	12673P105
SO	SOUTHERN CO/THE	78,200	$3,843	0.6%	$27.55	+24.5%	COMMON STOCK	842587107
—	FOREST CITY REALTY TRUST- A	70,000	$1,786	0.3%	$21.44	—	COMMON STOCK	345605109
—	COUSINS PROPERTIES INC	171,000	$1,597	0.2%	$10.38	—	COMMON STOCK	222795106
GPC	GENUINE PARTS CO	32,000	$3,061	0.5%	$65.22	+2.2%	COMMON STOCK	372460105
—	DR PEPPER SNAPPLE GROUP INC	33,500	$2,964	0.4%	$92.95	—	COMMON STOCK	26138E109
TJX	TJX COMPANIES INC	52,300	$3,856	0.6%	$29.40	+7.8%	COMMON STOCK	872540109
SHW	SHERWIN-WILLIAMS CO/THE	11,500	$4,117	0.6%	$79.61	+33.8%	COMMON STOCK	824348106
—	QUALITY CARE PROPERTIES	28,718	$445	0.1%	$15.50	—	COMMON STOCK	747545101
—	SELECT INCOME REIT	125,800	$2,946	0.4%	$26.33	—	COMMON STOCK	81618T100
—	SL GREEN REALTY CORP	16,923	$1,715	0.3%	$92.30	—	COMMON STOCK	78440X101
—	WEINGARTEN REALTY INVESTORS	45,336	$1,439	0.2%	$30.78	—	COMMON STOCK	948741103
MAC	MACERICH CO/THE	23,507	$1,292	0.2%	$60.58	—	COMMON STOCK	554382101
KIM	KIMCO REALTY CORP	57,731	$1,129	0.2%	$12.61	+2.0%	COMMON STOCK	49446R109
—	AMERICAN CAMPUS COMMUNITIES	21,500	$949	0.1%	$37.00	—	COMMON STOCK	024835100
L	LOEWS CORP	63,000	$3,015	0.5%	$45.06	+1.7%	COMMON STOCK	540424108
PPL	PPL CORP	84,000	$3,188	0.5%	$26.26	+1.0%	COMMON STOCK	69351T106
—	CR BARD INC	13,200	$4,231	0.6%	$190.36	—	COMMON STOCK	067383109
—	VEREIT INC	380,000	$3,150	0.5%	$8.82	—	COMMON STOCK	92339V100
—	PHYSICIANS REALTY TRUST	23,000	$408	0.1%	$13.94	—	COMMON STOCK	71943U104
MMM	3M CO	30,800	$6,465	1.0%	$71.80	+80.9%	COMMON STOCK	88579Y101
—	COLUMBIA PROPERTY TRUST INC	86,000	$1,872	0.3%	$22.21	—	COMMON STOCK	198287203
—	DCT INDUSTRIAL TRUST INC	12,025	$696	0.1%	$33.65	—	COMMON STOCK	233153204
KRC	KILROY REALTY CORP	13,000	$925	0.1%	$61.85	—	COMMON STOCK	49427F108
SPG	SIMON PROPERTY GROUP INC	68,108	$10,966	1.6%	$90.22	+12.9%	COMMON STOCK	828806109
HSY	HERSHEY CO/THE	28,200	$3,079	0.5%	$73.25	+19.1%	COMMON STOCK	427866108
EPR	EPR PROPERTIES	23,300	$1,625	0.2%	$51.02	—	COMMON STOCK	26884U109
MAA	MID-AMERICA APARTMENT COMM	32,740	$3,499	0.5%	$54.68	+43.8%	COMMON STOCK	59522J103
—	HOSPITALITY PROPERTIES TRUST	73,434	$2,092	0.3%	$27.41	—	COMMON STOCK	44106M102
—	LASALLE HOTEL PROPERTIES	58,600	$1,701	0.3%	$24.15	—	COMMON STOCK	517942108
—	GRAMERCY PROPERTY TRUST	81,666	$2,470	0.4%	$9.18	—	COMMON STOCK	385002308
HIW	HIGHWOODS PROPERTIES INC	30,802	$1,604	0.2%	$35.61	—	COMMON STOCK	431284108
ORLY	O'REILLY AUTOMOTIVE INC	12,200	$2,628	0.4%	$17.32	-23.8%	COMMON STOCK	67103H107
HST	HOST HOTELS and RESORTS INC	183,998	$3,402	0.5%	$10.94	+20.4%	COMMON STOCK	44107P104
—	APARTMENT INVT and MGMT CO -A	41,500	$1,820	0.3%	$42.96	—	COMMON STOCK	03748R101
GLPI	GAMING AND LEISURE PROPERTIE	48,000	$1,771	0.3%	$29.35	—	COMMON STOCK	36467J108
CLX	CLOROX COMPANY	25,100	$3,311	0.5%	$95.74	+10.3%	COMMON STOCK	189054109
UDR	UDR INC	35,367	$1,345	0.2%	$15.84	+81.3%	COMMON STOCK	902653104
—	DUKE REALTY CORP	38,024	$1,096	0.2%	$17.58	—	COMMON STOCK	264411505
ESS	ESSEX PROPERTY TRUST INC	8,800	$2,235	0.3%	$127.99	+53.5%	COMMON STOCK	297178105
IT	GARTNER INC	28,200	$3,508	0.5%	$103.07	+19.9%	COMMON STOCK	366651107
—	LIBERTY PROPERTY TRUST	71,096	$2,919	0.4%	$37.54	—	COMMON STOCK	531172104
—	CYRUSONE INC	7,800	$460	0.1%	$29.44	—	COMMON STOCK	23283R100
BBY	BEST BUY CO INC	58,000	$3,304	0.5%	$39.19	+7.9%	COMMON STOCK	086516101
RMR	RMR GROUP INC/THE - A	7,684	$395	0.1%	$7.12	+270.0%	COMMON STOCK	74967R106
—	HEALTHCARE REALTY TRUST INC	10,682	$345	0.1%	$25.50	—	COMMON STOCK	421946104
DUK	DUKE ENERGY CORP	51,500	$4,322	0.6%	$46.61	+30.5%	COMMON STOCK	26441C204
—	RAMCO-GERSHENSON PROPERTIES	138,782	$1,806	0.3%	$16.68	—	COMMON STOCK	751452202
—	DDR CORP	179,000	$1,640	0.2%	$15.28	—	COMMON STOCK	23317H102
ETR	ENTERGY CORP	38,000	$2,902	0.4%	$27.93	+1.1%	COMMON STOCK	29364G103
ELME	WASHINGTON REIT	16,000	$524	0.1%	$32.69	—	COMMON STOCK	939653101
—	TIER REIT INC	15,000	$290	0.0%	$17.33	—	COMMON STOCK	88650V208
EQR	EQUITY RESIDENTIAL	55,356	$3,650	0.5%	$33.59	+46.3%	COMMON STOCK	29476L107
BDN	BRANDYWINE REALTY TRUST	153,400	$2,683	0.4%	$13.60	—	COMMON STOCK	105368203
—	CBL and ASSOCIATES PROPERTIES	91,000	$763	0.1%	$9.31	—	COMMON STOCK	124830100
—	PARKWAY INC	29,500	$679	0.1%	$22.24	—	COMMON STOCK	70156Q107
BXP	BOSTON PROPERTIES INC	16,417	$2,017	0.3%	$64.00	+30.9%	COMMON STOCK	101121101
DRH	DIAMONDROCK HOSPITALITY CO	148,000	$1,621	0.2%	$9.10	—	COMMON STOCK	252784301