Pensionfund PDN Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CSCO	CISCO SYSTEMS INC	133,000	$6,470	1.1%	$36.04	0.0%	COMMON STOCK	17275R102
LLY	ELI LILLY and CO	40,000	$4,292	0.8%	$90.28	0.0%	COMMON STOCK	532457108
BMY	BRISTOL-MYERS SQUIBB CO	65,000	$4,035	0.7%	$44.98	0.0%	COMMON STOCK	110122108
—	BOOKING HOLDINGS INC	1,900	$3,770	0.7%	$1984.21	—	COMMON STOCK	741503403
—	CELGENE CORP	38,000	$3,401	0.6%	$89.50	—	COMMON STOCK	151020104
MDLZ	MONDELEZ INTERNATIONAL INC-A	77,000	$3,308	0.6%	$35.59	0.0%	COMMON STOCK	609207105
FDX	FEDEX CORP	13,000	$3,130	0.6%	$212.22	0.0%	COMMON STOCK	31428X106
EXC	EXELON CORP	68,000	$2,969	0.5%	$23.80	0.0%	COMMON STOCK	30161N101
SNPS	SYNOPSYS INC	26,000	$2,564	0.5%	$95.32	0.0%	COMMON STOCK	871607107
—	CBS CORP-CLASS B NON VOTING	44,000	$2,528	0.4%	$57.45	—	COMMON STOCK	124857202
O	REALTY INCOME CORP	43,000	$2,446	0.4%	$38.66	0.0%	COMMON STOCK	756109104
—	CITRIX SYSTEMS INC	22,000	$2,446	0.4%	$111.18	—	COMMON STOCK	177376100
ETR	ENTERGY CORP	30,000	$2,434	0.4%	$31.55	0.0%	COMMON STOCK	29364G103
ROL	ROLLINS INC	40,000	$2,428	0.4%	$23.59	0.0%	COMMON STOCK	775711104
UAL	UNITED CONTINENTAL HOLDINGS	27,000	$2,405	0.4%	$82.48	0.0%	COMMON STOCK	910047109
CDW	CDW CORP/DE	27,000	$2,401	0.4%	$79.14	0.0%	COMMON STOCK	12514G108
CNP	CENTERPOINT ENERGY INC	86,000	$2,378	0.4%	$22.53	0.0%	COMMON STOCK	15189T107
CTAS	CINTAS CORP	12,000	$2,374	0.4%	$47.83	0.0%	COMMON STOCK	172908105
—	ANNALY CAPITAL MANAGEMENT IN	229,000	$2,343	0.4%	$10.23	—	COMMON STOCK	035710409
NNN	NATIONAL RETAIL PROPERTIES	51,000	$2,286	0.4%	$44.82	—	COMMON STOCK	637417106
DGX	QUEST DIAGNOSTICS INC	21,000	$2,266	0.4%	$94.62	0.0%	COMMON STOCK	74834L100
AFG	AMERICAN FINANCIAL GROUP INC	20,000	$2,219	0.4%	$58.59	0.0%	COMMON STOCK	025932104
SEE	SEALED AIR CORP	54,000	$2,168	0.4%	$36.15	0.0%	COMMON STOCK	81211K100
—	PEOPLE'S UNITED FINANCIAL	124,000	$2,123	0.4%	$17.12	—	COMMON STOCK	712704105

Increased Positions (6)

MAA MID-AMERICA APARTMENT COMM 1.1%

Value ($000) $6,185 (+87.7%) Shares 61,740 (+88.6%) Est. Cost $65.95 Unrealized +19.3%

PLD PROLOGIS INC 1.1%

Value ($000) $6,526 (+18.3%) Shares 96,265 (+14.6%) Est. Cost $32.36 Unrealized +65.4%

AVB AVALONBAY COMMUNITIES INC 0.9%

Value ($000) $5,275 (+17.5%) Shares 29,120 (+11.5%) Est. Cost $94.98 Unrealized +45.6%

EQR EQUITY RESIDENTIAL 0.8%

Value ($000) $4,596 (+15.7%) Shares 69,356 (+11.2%) Est. Cost $36.60 Unrealized +37.1%

ILPT INDUSTRIAL LOGISTICS PROPERT 0.2%

Value ($000) $1,362 (+26.9%) Shares 59,200 (+23.3%) Est. Cost $22.48 Unrealized —

— BROOKFIELD PROPERTY PARTNERS 0.6%

Value ($000) $3,270 (+5.9%) Shares 57,548 (+67.3%) Est. Cost $77.16 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MAA	MID-AMERICA APARTMENT COMM	61,740 (+88.6%)	$6,185 (+87.7%)	1.1%	$65.95	+19.3%	COMMON STOCK	59522J103
PLD	PROLOGIS INC	96,265 (+14.6%)	$6,526 (+18.3%)	1.1%	$32.36	+65.4%	COMMON STOCK	74340W103
AVB	AVALONBAY COMMUNITIES INC	29,120 (+11.5%)	$5,275 (+17.5%)	0.9%	$94.98	+45.6%	COMMON STOCK	053484101
EQR	EQUITY RESIDENTIAL	69,356 (+11.2%)	$4,596 (+15.7%)	0.8%	$36.60	+37.1%	COMMON STOCK	29476L107
ILPT	INDUSTRIAL LOGISTICS PROPERT	59,200 (+23.3%)	$1,362 (+26.9%)	0.2%	$22.48	—	COMMON STOCK	456237106
—	BROOKFIELD PROPERTY PARTNERS	57,548 (+67.3%)	$3,270 (+5.9%)	0.6%	$77.16	—	COMMON STOCK	000000000

Exited Positions (26)

UNH UNITEDHEALTH GROUP INC 1.1%

Value ($000) $6,305 Shares 25,700 Est. Cost $65.43 Unrealized +252.5%

DIS WALT DISNEY CO/THE 0.9%

Value ($000) $5,052 Shares 48,200 Est. Cost $97.17 Unrealized +9.7%

CMCSA COMCAST CORP-CLASS A 0.9%

Value ($000) $4,954 Shares 151,000 Est. Cost $31.79 Unrealized -7.7%

— BLACKROCK INC 0.6%

Value ($000) $3,493 Shares 7,000 Est. Cost $362.46 Unrealized —

SHW SHERWIN-WILLIAMS CO/THE 0.6%

Value ($000) $3,342 Shares 8,200 Est. Cost $79.61 Unrealized +74.2%

CHD CHURCH and DWIGHT CO INC 0.6%

Value ($000) $3,296 Shares 62,000 Est. Cost $42.65 Unrealized +21.4%

OMC OMNICOM GROUP 0.5%

Value ($000) $3,081 Shares 40,400 Est. Cost $52.41 Unrealized +2.4%

— LAM RESEARCH CORP 0.5%

Value ($000) $2,938 Shares 17,000 Est. Cost $203.18 Unrealized —

AEP AMERICAN ELECTRIC POWER 0.5%

Value ($000) $2,881 Shares 41,600 Est. Cost $53.04 Unrealized +3.5%

UGI UGI CORP 0.5%

Value ($000) $2,713 Shares 52,100 Est. Cost $44.84 Unrealized +20.2%

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

Value ($000) $2,696 Shares 55,000 Est. Cost $46.83 Unrealized -2.0%

FAST FASTENAL CO 0.5%

Value ($000) $2,580 Shares 53,600 Est. Cost $8.97 Unrealized +31.4%

GIS GENERAL MILLS INC 0.5%

Value ($000) $2,567 Shares 58,000 Est. Cost $40.98 Unrealized -14.7%

LUV SOUTHWEST AIRLINES CO 0.4%

Value ($000) $2,544 Shares 50,000 Est. Cost $54.35 Unrealized -2.0%

NVR NVR INC 0.4%

Value ($000) $2,376 Shares 800 Est. Cost $3060.28 Unrealized -9.8%

DAL DELTA AIR LINES INC 0.4%

Value ($000) $2,209 Shares 44,600 Est. Cost $49.40 Unrealized +4.0%

CCK CROWN HOLDINGS INC 0.4%

Value ($000) $2,157 Shares 48,200 Est. Cost $44.51 Unrealized -5.2%

HRB HandR BLOCK INC 0.3%

Value ($000) $1,982 Shares 87,000 Est. Cost $19.67 Unrealized -3.3%

MAN MANPOWERGROUP INC 0.3%

Value ($000) $1,902 Shares 22,100 Est. Cost $97.01 Unrealized -8.3%

— GGP Inc 0.3%

Value ($000) $1,747 Shares 85,500 Est. Cost $23.18 Unrealized —

— EDUCATION REALTY TRUST INC 0.3%

Value ($000) $1,743 Shares 42,000 Est. Cost $32.76 Unrealized —

WH WYNDHAM HOTELS and RESORTS INC 0.3%

Value ($000) $1,435 Shares 24,400 Est. Cost $60.97 Unrealized -6.1%

— WYNDHAM DESTINATIONS INC 0.2%

Value ($000) $1,080 Shares 24,400 Est. Cost $105.41 Unrealized —

— DCT INDUSTRIAL TRUST INC 0.1%

Value ($000) $802 Shares 12,025 Est. Cost $33.65 Unrealized —

— QUALITY CARE PROPERTIES 0.1%

Value ($000) $618 Shares 28,718 Est. Cost $15.50 Unrealized —

— NEW YORK REIT INC 0.0%

Value ($000) $97 Shares 5,300 Est. Cost $21.51 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
UNH	UNITEDHEALTH GROUP INC	25,700	$6,305	1.1%	$65.43	+252.5%	—	91324P102
DIS	WALT DISNEY CO/THE	48,200	$5,052	0.9%	$97.17	+9.7%	—	254687106
CMCSA	COMCAST CORP-CLASS A	151,000	$4,954	0.9%	$31.79	-7.7%	—	20030N101
—	BLACKROCK INC	7,000	$3,493	0.6%	$362.46	—	—	09247X101
SHW	SHERWIN-WILLIAMS CO/THE	8,200	$3,342	0.6%	$79.61	+74.2%	—	824348106
CHD	CHURCH and DWIGHT CO INC	62,000	$3,296	0.6%	$42.65	+21.4%	—	171340102
OMC	OMNICOM GROUP	40,400	$3,081	0.5%	$52.41	+2.4%	—	681919106
—	LAM RESEARCH CORP	17,000	$2,938	0.5%	$203.18	—	—	512807108
AEP	AMERICAN ELECTRIC POWER	41,600	$2,881	0.5%	$53.04	+3.5%	—	025537101
UGI	UGI CORP	52,100	$2,713	0.5%	$44.84	+20.2%	—	902681105
BF/B	BROWN-FORMAN CORP-CLASS B	55,000	$2,696	0.5%	$46.83	-2.0%	—	115637209
FAST	FASTENAL CO	53,600	$2,580	0.5%	$8.97	+31.4%	—	311900104
GIS	GENERAL MILLS INC	58,000	$2,567	0.5%	$40.98	-14.7%	—	370334104
LUV	SOUTHWEST AIRLINES CO	50,000	$2,544	0.4%	$54.35	-2.0%	—	844741108
NVR	NVR INC	800	$2,376	0.4%	$3060.28	-9.8%	—	62944T105
DAL	DELTA AIR LINES INC	44,600	$2,209	0.4%	$49.40	+4.0%	—	247361702
CCK	CROWN HOLDINGS INC	48,200	$2,157	0.4%	$44.51	-5.2%	—	228368106
HRB	HandR BLOCK INC	87,000	$1,982	0.3%	$19.67	-3.3%	—	093671105
MAN	MANPOWERGROUP INC	22,100	$1,902	0.3%	$97.01	-8.3%	—	56418H100
—	GGP Inc	85,500	$1,747	0.3%	$23.18	—	—	36174X101
—	EDUCATION REALTY TRUST INC	42,000	$1,743	0.3%	$32.76	—	—	28140H203
WH	WYNDHAM HOTELS and RESORTS INC	24,400	$1,435	0.3%	$60.97	-6.1%	—	98311A105
—	WYNDHAM DESTINATIONS INC	24,400	$1,080	0.2%	$105.41	—	—	98310W108
—	DCT INDUSTRIAL TRUST INC	12,025	$802	0.1%	$33.65	—	—	233153204
—	QUALITY CARE PROPERTIES	28,718	$618	0.1%	$15.50	—	—	747545101
—	NEW YORK REIT INC	5,300	$97	0.0%	$21.51	—	—	64976L208

Decreased Positions (42)

TXN TEXAS INSTRUMENTS INC 0.7%

Value ($000) $3,691 (-23.2%) Shares 34,400 (-21.1%) Est. Cost $40.51 Unrealized +122.8%

PHM PULTEGROUP INC 0.3%

Value ($000) $1,796 (-37.2%) Shares 72,500 (-27.1%) Est. Cost $27.64 Unrealized -5.5%

EXPD EXPEDITORS INTL WASH INC 0.4%

Value ($000) $2,309 (-31.3%) Shares 31,400 (-31.7%) Est. Cost $58.41 Unrealized +15.7%

SO SOUTHERN CO/THE 0.5%

Value ($000) $2,603 (-28.1%) Shares 59,700 (-23.7%) Est. Cost $27.55 Unrealized +24.4%

TROW T ROWE PRICE GROUP INC 0.4%

Value ($000) $2,336 (-28.1%) Shares 21,400 (-23.6%) Est. Cost $82.41 Unrealized +5.2%

SWKS SKYWORKS SOLUTIONS INC 0.4%

Value ($000) $2,231 (-28.3%) Shares 24,600 (-23.6%) Est. Cost $63.97 Unrealized +23.2%

PEG PUBLIC SERVICE ENTERPRISE GP 0.5%

Value ($000) $2,592 (-25.1%) Shares 49,100 (-23.2%) Est. Cost $38.22 Unrealized +6.5%

MSFT MICROSOFT CORP 2.2%

Value ($000) $12,524 (+7.2%) Shares 109,500 (-7.6%) Est. Cost $33.54 Unrealized +200.6%

MRSH MARSH and MCLENNAN COS 0.5%

Value ($000) $2,664 (-22.4%) Shares 32,200 (-23.2%) Est. Cost $47.89 Unrealized +57.2%

JBHT HUNT (JB) TRANSPRT SVCS INC 0.4%

Value ($000) $2,165 (-25.8%) Shares 18,200 (-24.2%) Est. Cost $111.28 Unrealized +2.2%

RHI ROBERT HALF INTL INC 0.4%

Value ($000) $2,048 (-23.5%) Shares 29,100 (-29.2%) Est. Cost $53.20 Unrealized +37.7%

HD HOME DEPOT INC 1.1%

Value ($000) $6,152 (-9.1%) Shares 29,700 (-14.4%) Est. Cost $62.49 Unrealized +168.8%

PAYX PAYCHEX INC 0.4%

Value ($000) $2,534 (-19.6%) Shares 34,400 (-25.4%) Est. Cost $34.10 Unrealized +69.9%

BBY BEST BUY CO INC 0.4%

Value ($000) $2,500 (-19.2%) Shares 31,500 (-24.1%) Est. Cost $39.19 Unrealized +49.3%

VFC VF CORP 0.5%

Value ($000) $2,729 (-17.8%) Shares 29,200 (-28.3%) Est. Cost $66.06 Unrealized +29.1%

EGP EASTGROUP PROPERTIES INC 0.3%

Value ($000) $1,673 (-22.2%) Shares 17,500 (-22.2%) Est. Cost $57.86 Unrealized —

ROST ROSS STORES INC 0.5%

Value ($000) $2,953 (-12.7%) Shares 29,800 (-25.3%) Est. Cost $38.23 Unrealized +123.3%

USB US BANCORP 0.6%

Value ($000) $3,496 (-10.6%) Shares 66,200 (-15.3%) Est. Cost $39.05 Unrealized +0.2%

MO ALTRIA GROUP INC 0.7%

Value ($000) $3,812 (-9.5%) Shares 63,200 (-14.8%) Est. Cost $19.82 Unrealized +69.3%

— UNITI GROUP INC 0.2%

Value ($000) $907 (-30.3%) Shares 45,000 (-30.8%) Est. Cost $16.25 Unrealized —

CLX CLOROX COMPANY 0.5%

Value ($000) $2,587 (-13.1%) Shares 17,200 (-21.8%) Est. Cost $95.74 Unrealized +19.7%

INTU INTUIT INC 0.5%

Value ($000) $3,070 (-11.1%) Shares 13,500 (-20.1%) Est. Cost $97.25 Unrealized +110.3%

GNL GLOBAL NET LEASE INC 0.3%

Value ($000) $1,426 (-21.0%) Shares 68,408 (-22.6%) Est. Cost $19.63 Unrealized —

HPQ HP INC 0.5%

Value ($000) $3,025 (-11.1%) Shares 117,400 (-21.7%) Est. Cost $17.36 Unrealized +8.2%

ORLY O'REILLY AUTOMOTIVE INC 0.5%

Value ($000) $2,917 (-11.1%) Shares 8,400 (-30.0%) Est. Cost $16.91 Unrealized +25.7%

EMR EMERSON ELECTRIC CO 0.5%

Value ($000) $3,079 (-10.4%) Shares 40,200 (-19.1%) Est. Cost $49.23 Unrealized +25.8%

TSCO TRACTOR SUPPLY COMPANY 0.5%

Value ($000) $2,617 (-11.8%) Shares 28,800 (-25.8%) Est. Cost $12.36 Unrealized +20.2%

EPR EPR PROPERTIES 0.5%

Value ($000) $2,825 (-10.7%) Shares 41,300 (-15.4%) Est. Cost $55.90 Unrealized —

DG DOLLAR GENERAL CORP 0.5%

Value ($000) $2,787 (-10.3%) Shares 25,500 (-19.0%) Est. Cost $77.43 Unrealized +22.0%

GWW WW GRAINGER INC 0.4%

Value ($000) $2,430 (-10.5%) Shares 6,800 (-22.7%) Est. Cost $235.02 Unrealized +32.6%

UMH UMH PROPERTIES INC 0.2%

Value ($000) $1,209 (-18.9%) Shares 77,283 (-20.4%) Est. Cost $13.41 Unrealized —

BR BROADRIDGE FINANCIAL SOLUTIO 0.4%

Value ($000) $2,362 (-10.4%) Shares 17,900 (-21.8%) Est. Cost $62.39 Unrealized +79.3%

AZO AUTOZONE INC 0.4%

Value ($000) $2,482 (-9.8%) Shares 3,200 (-22.0%) Est. Cost $715.82 Unrealized +2.8%

SBRA SABRA HEALTH CARE REIT INC 0.5%

Value ($000) $2,960 (-8.0%) Shares 128,030 (-13.5%) Est. Cost $22.67 Unrealized —

TJX TJX COMPANIES INC 0.6%

Value ($000) $3,394 (-6.9%) Shares 30,300 (-20.9%) Est. Cost $29.40 Unrealized +58.1%

RMR RMR GROUP INC/THE - A 0.1%

Value ($000) $370 (-38.6%) Shares 3,983 (-48.2%) Est. Cost $7.12 Unrealized +568.5%

HSY HERSHEY CO/THE 0.4%

Value ($000) $2,397 (-7.3%) Shares 23,500 (-15.5%) Est. Cost $73.25 Unrealized +13.4%

CSX CSX CORP 0.6%

Value ($000) $3,169 (-5.0%) Shares 42,800 (-18.2%) Est. Cost $16.81 Unrealized +28.4%

AAPL APPLE INC 2.1%

Value ($000) $12,167 (+1.3%) Shares 53,900 (-16.9%) Est. Cost $21.10 Unrealized +133.5%

— SPIRIT MTA REIT 0.0%

Value ($000) $100 (-56.5%) Shares 8,700 (-61.0%) Est. Cost $10.31 Unrealized —

LOW LOWE'S COS INC 0.7%

Value ($000) $3,950 (-0.4%) Shares 34,400 (-17.1%) Est. Cost $56.94 Unrealized +59.9%

BIIB BIOGEN INC 0.6%

Value ($000) $3,286 (+0.2%) Shares 9,300 (-17.7%) Est. Cost $230.33 Unrealized +49.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TXN	TEXAS INSTRUMENTS INC	34,400 (-21.1%)	$3,691 (-23.2%)	0.7%	$40.51	+122.8%	COMMON STOCK	882508104
PHM	PULTEGROUP INC	72,500 (-27.1%)	$1,796 (-37.2%)	0.3%	$27.64	-5.5%	COMMON STOCK	745867101
EXPD	EXPEDITORS INTL WASH INC	31,400 (-31.7%)	$2,309 (-31.3%)	0.4%	$58.41	+15.7%	COMMON STOCK	302130109
SO	SOUTHERN CO/THE	59,700 (-23.7%)	$2,603 (-28.1%)	0.5%	$27.55	+24.4%	COMMON STOCK	842587107
TROW	T ROWE PRICE GROUP INC	21,400 (-23.6%)	$2,336 (-28.1%)	0.4%	$82.41	+5.2%	COMMON STOCK	74144T108
SWKS	SKYWORKS SOLUTIONS INC	24,600 (-23.6%)	$2,231 (-28.3%)	0.4%	$63.97	+23.2%	COMMON STOCK	83088M102
PEG	PUBLIC SERVICE ENTERPRISE GP	49,100 (-23.2%)	$2,592 (-25.1%)	0.5%	$38.22	+6.5%	COMMON STOCK	744573106
MSFT	MICROSOFT CORP	109,500 (-7.6%)	$12,524 (+7.2%)	2.2%	$33.54	+200.6%	COMMON STOCK	594918104
MRSH	MARSH and MCLENNAN COS	32,200 (-23.2%)	$2,664 (-22.4%)	0.5%	$47.89	+57.2%	COMMON STOCK	571748102
JBHT	HUNT (JB) TRANSPRT SVCS INC	18,200 (-24.2%)	$2,165 (-25.8%)	0.4%	$111.28	+2.2%	COMMON STOCK	445658107
RHI	ROBERT HALF INTL INC	29,100 (-29.2%)	$2,048 (-23.5%)	0.4%	$53.20	+37.7%	COMMON STOCK	770323103
HD	HOME DEPOT INC	29,700 (-14.4%)	$6,152 (-9.1%)	1.1%	$62.49	+168.8%	COMMON STOCK	437076102
PAYX	PAYCHEX INC	34,400 (-25.4%)	$2,534 (-19.6%)	0.4%	$34.10	+69.9%	COMMON STOCK	704326107
BBY	BEST BUY CO INC	31,500 (-24.1%)	$2,500 (-19.2%)	0.4%	$39.19	+49.3%	COMMON STOCK	086516101
VFC	VF CORP	29,200 (-28.3%)	$2,729 (-17.8%)	0.5%	$66.06	+29.1%	COMMON STOCK	918204108
EGP	EASTGROUP PROPERTIES INC	17,500 (-22.2%)	$1,673 (-22.2%)	0.3%	$57.86	—	COMMON STOCK	277276101
ROST	ROSS STORES INC	29,800 (-25.3%)	$2,953 (-12.7%)	0.5%	$38.23	+123.3%	COMMON STOCK	778296103
USB	US BANCORP	66,200 (-15.3%)	$3,496 (-10.6%)	0.6%	$39.05	+0.2%	COMMON STOCK	902973304
MO	ALTRIA GROUP INC	63,200 (-14.8%)	$3,812 (-9.5%)	0.7%	$19.82	+69.3%	COMMON STOCK	02209S103
—	UNITI GROUP INC	45,000 (-30.8%)	$907 (-30.3%)	0.2%	$16.25	—	COMMON STOCK	91325V108
CLX	CLOROX COMPANY	17,200 (-21.8%)	$2,587 (-13.1%)	0.5%	$95.74	+19.7%	COMMON STOCK	189054109
INTU	INTUIT INC	13,500 (-20.1%)	$3,070 (-11.1%)	0.5%	$97.25	+110.3%	COMMON STOCK	461202103
GNL	GLOBAL NET LEASE INC	68,408 (-22.6%)	$1,426 (-21.0%)	0.3%	$19.63	—	COMMON STOCK	379378201
HPQ	HP INC	117,400 (-21.7%)	$3,025 (-11.1%)	0.5%	$17.36	+8.2%	COMMON STOCK	40434L105
ORLY	O'REILLY AUTOMOTIVE INC	8,400 (-30.0%)	$2,917 (-11.1%)	0.5%	$16.91	+25.7%	COMMON STOCK	67103H107
EMR	EMERSON ELECTRIC CO	40,200 (-19.1%)	$3,079 (-10.4%)	0.5%	$49.23	+25.8%	COMMON STOCK	291011104
TSCO	TRACTOR SUPPLY COMPANY	28,800 (-25.8%)	$2,617 (-11.8%)	0.5%	$12.36	+20.2%	COMMON STOCK	892356106
EPR	EPR PROPERTIES	41,300 (-15.4%)	$2,825 (-10.7%)	0.5%	$55.90	—	COMMON STOCK	26884U109
DG	DOLLAR GENERAL CORP	25,500 (-19.0%)	$2,787 (-10.3%)	0.5%	$77.43	+22.0%	COMMON STOCK	256677105
GWW	WW GRAINGER INC	6,800 (-22.7%)	$2,430 (-10.5%)	0.4%	$235.02	+32.6%	COMMON STOCK	384802104
UMH	UMH PROPERTIES INC	77,283 (-20.4%)	$1,209 (-18.9%)	0.2%	$13.41	—	COMMON STOCK	903002103
BR	BROADRIDGE FINANCIAL SOLUTIO	17,900 (-21.8%)	$2,362 (-10.4%)	0.4%	$62.39	+79.3%	COMMON STOCK	11133T103
AZO	AUTOZONE INC	3,200 (-22.0%)	$2,482 (-9.8%)	0.4%	$715.82	+2.8%	COMMON STOCK	053332102
SBRA	SABRA HEALTH CARE REIT INC	128,030 (-13.5%)	$2,960 (-8.0%)	0.5%	$22.67	—	COMMON STOCK	78573L106
TJX	TJX COMPANIES INC	30,300 (-20.9%)	$3,394 (-6.9%)	0.6%	$29.40	+58.1%	COMMON STOCK	872540109
RMR	RMR GROUP INC/THE - A	3,983 (-48.2%)	$370 (-38.6%)	0.1%	$7.12	+568.5%	COMMON STOCK	74967R106
HSY	HERSHEY CO/THE	23,500 (-15.5%)	$2,397 (-7.3%)	0.4%	$73.25	+13.4%	COMMON STOCK	427866108
CSX	CSX CORP	42,800 (-18.2%)	$3,169 (-5.0%)	0.6%	$16.81	+28.4%	COMMON STOCK	126408103
AAPL	APPLE INC	53,900 (-16.9%)	$12,167 (+1.3%)	2.1%	$21.10	+133.5%	COMMON STOCK	037833100
—	SPIRIT MTA REIT	8,700 (-61.0%)	$100 (-56.5%)	0.0%	$10.31	—	COMMON STOCK	84861U105
LOW	LOWE'S COS INC	34,400 (-17.1%)	$3,950 (-0.4%)	0.7%	$56.94	+59.9%	COMMON STOCK	548661107
BIIB	BIOGEN INC	9,300 (-17.7%)	$3,286 (+0.2%)	0.6%	$230.33	+49.5%	COMMON STOCK	09062X103

Unchanged Positions (135)

PFE PFIZER INC 1.2%

Value ($000) $7,012 Shares 159,100 Est. Cost $21.05 Unrealized +31.4%

V VISA INC-CLASS A SHARES 1.3%

Value ($000) $7,264 Shares 48,400 Est. Cost $70.84 Unrealized +90.7%

MA MASTERCARD INC - A 1.1%

Value ($000) $6,344 Shares 28,500 Est. Cost $89.14 Unrealized +124.8%

— CIGNA CORP 0.6%

Value ($000) $3,519 Shares 16,900 Est. Cost $186.95 Unrealized —

UNP UNION PACIFIC CORP 0.9%

Value ($000) $4,852 Shares 29,800 Est. Cost $90.11 Unrealized +41.8%

PSA PUBLIC STORAGE 0.7%

Value ($000) $4,249 Shares 21,074 Est. Cost $97.16 Unrealized +63.7%

AMAT APPLIED MATERIALS INC 0.5%

Value ($000) $2,644 Shares 68,400 Est. Cost $19.78 Unrealized +105.7%

SBUX STARBUCKS CORP 0.6%

Value ($000) $3,592 Shares 63,200 Est. Cost $33.68 Unrealized +33.8%

SPG SIMON PROPERTY GROUP INC 2.1%

Value ($000) $12,038 Shares 68,108 Est. Cost $90.22 Unrealized +31.2%

ADP AUTOMATIC DATA PROCESSING 0.7%

Value ($000) $4,038 Shares 26,800 Est. Cost $107.77 Unrealized +12.1%

FFIV F5 NETWORKS INC 0.6%

Value ($000) $3,131 Shares 15,700 Est. Cost $108.93 Unrealized +68.0%

HUM HUMANA INC 0.6%

Value ($000) $3,419 Shares 10,100 Est. Cost $274.31 Unrealized +11.1%

— DDR RG 0.2%

Value ($000) $1,198 Shares 89,500 Est. Cost $17.90 Unrealized —

YUM YUM! BRANDS INC 0.5%

Value ($000) $2,873 Shares 31,600 Est. Cost $64.74 Unrealized +12.6%

SNA SNAP-ON INC 0.5%

Value ($000) $3,029 Shares 16,500 Est. Cost $124.36 Unrealized +15.8%

PG PROCTER and GAMBLE CO/THE 1.1%

Value ($000) $6,059 Shares 72,800 Est. Cost $72.65 Unrealized -6.7%

IBM INTL BUSINESS MACHINES CORP 0.9%

Value ($000) $4,884 Shares 32,300 Est. Cost $101.76 Unrealized -0.5%

— AETNA INC 0.7%

Value ($000) $3,732 Shares 18,400 Est. Cost $183.48 Unrealized —

UPS UNITED PARCEL SERVICE-CL B 0.7%

Value ($000) $3,923 Shares 33,600 Est. Cost $62.45 Unrealized +41.6%

ROK ROCKWELL AUTOMATION INC 0.5%

Value ($000) $3,038 Shares 16,200 Est. Cost $85.80 Unrealized +82.1%

FISV FISERV INC 0.6%

Value ($000) $3,205 Shares 38,900 Est. Cost $62.50 Unrealized +25.6%

WM WASTE MANAGEMENT INC 0.6%

Value ($000) $3,226 Shares 35,700 Est. Cost $72.68 Unrealized +7.7%

MSI MOTOROLA SOLUTIONS INC 0.5%

Value ($000) $3,019 Shares 23,200 Est. Cost $99.23 Unrealized +12.7%

GAP GAP INC/THE 0.4%

Value ($000) $2,444 Shares 84,700 Est. Cost $22.43 Unrealized +2.8%

STT STATE STREET CORP 0.5%

Value ($000) $2,681 Shares 32,000 Est. Cost $74.42 Unrealized -6.9%

MMM 3M CO 0.8%

Value ($000) $4,446 Shares 21,100 Est. Cost $71.80 Unrealized +84.1%

AFL AFLAC INC 0.5%

Value ($000) $3,008 Shares 63,900 Est. Cost $27.96 Unrealized +37.6%

AOS SMITH (A.O.) CORP 0.4%

Value ($000) $2,359 Shares 44,200 Est. Cost $52.56 Unrealized -2.4%

— FOREST CITY REALTY TRUST- A 0.5%

Value ($000) $2,660 Shares 106,000 Est. Cost $21.47 Unrealized —

KMB KIMBERLY-CLARK CORP 0.6%

Value ($000) $3,182 Shares 28,000 Est. Cost $96.22 Unrealized -10.1%

CUBE CUBESMART 0.3%

Value ($000) $1,769 Shares 62,000 Est. Cost $28.19 Unrealized —

XOM EXXON MOBIL CORP 1.5%

Value ($000) $8,349 Shares 98,200 Est. Cost $56.14 Unrealized +3.7%

ZTS ZOETIS INC 0.6%

Value ($000) $3,186 Shares 34,800 Est. Cost $74.07 Unrealized +12.9%

LII LENNOX INTERNATIONAL INC 0.5%

Value ($000) $2,621 Shares 12,000 Est. Cost $184.49 Unrealized +7.9%

ALL ALLSTATE CORP 0.5%

Value ($000) $2,862 Shares 29,000 Est. Cost $55.91 Unrealized +46.8%

— NEW SENIOR INVESTMENT GROUP 0.1%

Value ($000) $726 Shares 123,000 Est. Cost $10.30 Unrealized —

MSCI MSCI INC 0.5%

Value ($000) $2,980 Shares 16,800 Est. Cost $132.00 Unrealized +21.8%

BDN BRANDYWINE REALTY TRUST 0.4%

Value ($000) $2,411 Shares 153,400 Est. Cost $13.60 Unrealized —

— SPIRIT AEROSYSTEMS HOLD-CL A 0.5%

Value ($000) $2,768 Shares 30,200 Est. Cost $85.89 Unrealized —

TRV TRAVELERS COS INC/THE 0.5%

Value ($000) $3,035 Shares 23,400 Est. Cost $91.51 Unrealized +20.1%

— TORCHMARK CORP 0.5%

Value ($000) $2,791 Shares 32,200 Est. Cost $56.38 Unrealized —

UDR UDR INC 0.4%

Value ($000) $2,319 Shares 57,367 Est. Cost $20.29 Unrealized +46.8%

— HUDSON PACIFIC PROPERTIES IN 0.3%

Value ($000) $1,980 Shares 60,500 Est. Cost $33.35 Unrealized —

VTR VENTAS INC 0.6%

Value ($000) $3,398 Shares 62,482 Est. Cost $44.48 Unrealized -4.3%

AVY AVERY DENNISON CORP 0.5%

Value ($000) $2,687 Shares 24,800 Est. Cost $61.60 Unrealized +53.1%

PPG PPG INDUSTRIES INC 0.5%

Value ($000) $3,023 Shares 27,700 Est. Cost $91.06 Unrealized +4.0%

— LIBERTY PROPERTY TRUST 0.5%

Value ($000) $3,004 Shares 71,096 Est. Cost $37.54 Unrealized —

AMP AMERIPRISE FINANCIAL INC 0.5%

Value ($000) $2,732 Shares 18,500 Est. Cost $107.25 Unrealized +16.0%

— CBL and ASSOCIATES PROPERTIES 0.1%

Value ($000) $363 Shares 91,000 Est. Cost $9.31 Unrealized —

MTD METTLER-TOLEDO INTERNATIONAL 0.5%

Value ($000) $2,801 Shares 4,600 Est. Cost $316.01 Unrealized +86.2%

— COUSINS PROPERTIES INC 0.3%

Value ($000) $1,520 Shares 171,000 Est. Cost $10.38 Unrealized —

SPGI SandP GLOBAL INC 0.6%

Value ($000) $3,126 Shares 16,000 Est. Cost $96.34 Unrealized +100.9%

PEP PEPSICO INC 0.9%

Value ($000) $5,087 Shares 45,500 Est. Cost $81.72 Unrealized +10.5%

MPT MEDICAL PROPERTIES TRUST INC 0.4%

Value ($000) $2,207 Shares 148,000 Est. Cost $13.20 Unrealized —

— QTS REALTY TRUST INC-CL A 0.3%

Value ($000) $1,579 Shares 37,000 Est. Cost $44.52 Unrealized —

CL COLGATE-PALMOLIVE CO 0.6%

Value ($000) $3,642 Shares 54,400 Est. Cost $59.21 Unrealized -5.5%

— CYRUSONE INC 0.3%

Value ($000) $1,446 Shares 22,800 Est. Cost $45.96 Unrealized —

— APARTMENT INVT and MGMT CO -A 0.5%

Value ($000) $2,714 Shares 61,500 Est. Cost $42.74 Unrealized —

L LOEWS CORP 0.5%

Value ($000) $2,903 Shares 57,800 Est. Cost $45.06 Unrealized +7.7%

FPI FARMLAND PARTNERS INC 0.1%

Value ($000) $346 Shares 51,653 Est. Cost $8.34 Unrealized —

— PHYSICIANS REALTY TRUST 0.4%

Value ($000) $1,989 Shares 118,000 Est. Cost $15.33 Unrealized —

HIW HIGHWOODS PROPERTIES INC 0.3%

Value ($000) $1,456 Shares 30,802 Est. Cost $35.61 Unrealized —

WELL WELLTOWER INC 0.7%

Value ($000) $4,113 Shares 63,953 Est. Cost $44.28 Unrealized +14.6%

— AMERICAN CAMPUS COMMUNITIES 0.4%

Value ($000) $2,470 Shares 60,000 Est. Cost $39.53 Unrealized —

— CDK GLOBAL INC 0.4%

Value ($000) $2,534 Shares 40,500 Est. Cost $71.27 Unrealized —

D DOMINION ENERGY INC 0.6%

Value ($000) $3,191 Shares 45,400 Est. Cost $46.36 Unrealized +10.0%

DRH DIAMONDROCK HOSPITALITY CO 0.3%

Value ($000) $1,727 Shares 148,000 Est. Cost $9.10 Unrealized —

CPT CAMDEN PROPERTY TRUST 0.6%

Value ($000) $3,309 Shares 35,369 Est. Cost $49.07 Unrealized +47.3%

OGE OGE ENERGY CORP 0.5%

Value ($000) $2,677 Shares 73,700 Est. Cost $33.60 Unrealized +8.3%

RF REGIONS FINANCIAL CORP 0.5%

Value ($000) $2,562 Shares 139,600 Est. Cost $13.80 Unrealized +1.1%

— COLUMBIA PROPERTY TRUST INC 0.4%

Value ($000) $2,033 Shares 86,000 Est. Cost $22.21 Unrealized —

— SENIOR HOUSING PROP TRUST 0.5%

Value ($000) $2,618 Shares 149,100 Est. Cost $19.32 Unrealized —

PPL PPL CORP 0.5%

Value ($000) $2,926 Shares 100,000 Est. Cost $25.40 Unrealized -16.8%

CTSH COGNIZANT TECH SOLUTIONS-A 0.5%

Value ($000) $2,909 Shares 37,700 Est. Cost $43.22 Unrealized +62.5%

— VEREIT INC 0.5%

Value ($000) $2,759 Shares 380,000 Est. Cost $8.82 Unrealized —

VRE MACK-CALI REALTY CORP 0.3%

Value ($000) $1,488 Shares 70,000 Est. Cost $21.91 Unrealized —

— SELECT INCOME REIT 0.5%

Value ($000) $2,760 Shares 125,800 Est. Cost $26.33 Unrealized —

ESS ESSEX PROPERTY TRUST INC 0.4%

Value ($000) $2,171 Shares 8,800 Est. Cost $127.99 Unrealized +45.9%

— INFRAREIT INC 0.2%

Value ($000) $1,315 Shares 62,180 Est. Cost $17.90 Unrealized —

MCO MOODY'S CORP 0.5%

Value ($000) $2,792 Shares 16,700 Est. Cost $121.93 Unrealized +35.2%

MAS MASCO CORP 0.4%

Value ($000) $2,496 Shares 68,200 Est. Cost $33.12 Unrealized +3.1%

ITW ILLINOIS TOOL WORKS 0.5%

Value ($000) $2,978 Shares 21,100 Est. Cost $68.35 Unrealized +71.8%

SEIC SEI INVESTMENTS COMPANY 0.4%

Value ($000) $2,371 Shares 38,800 Est. Cost $46.13 Unrealized +21.8%

FBIN FORTUNE BRANDS HOME and SECURI 0.4%

Value ($000) $2,152 Shares 41,100 Est. Cost $50.19 Unrealized -16.4%

— RAMCO-GERSHENSON PROPERTIES 0.3%

Value ($000) $1,887 Shares 138,782 Est. Cost $16.68 Unrealized —

CDP CORPORATE OFFICE PROPERTIES 0.3%

Value ($000) $1,820 Shares 61,000 Est. Cost $28.52 Unrealized —

EL ESTEE LAUDER COMPANIES-CL A 0.5%

Value ($000) $2,776 Shares 19,100 Est. Cost $62.15 Unrealized +103.4%

— Colony Capital Inc 0.4%

Value ($000) $2,090 Shares 343,163 Est. Cost $7.77 Unrealized —

KRC KILROY REALTY CORP 0.2%

Value ($000) $932 Shares 13,000 Est. Cost $61.85 Unrealized —

— SL GREEN REALTY CORP 0.3%

Value ($000) $1,651 Shares 16,923 Est. Cost $92.30 Unrealized —

KRG KITE REALTY GROUP TRUST 0.3%

Value ($000) $1,898 Shares 114,000 Est. Cost $24.57 Unrealized —

— HCP INC 0.4%

Value ($000) $2,490 Shares 94,593 Est. Cost $40.87 Unrealized —

— WEINGARTEN REALTY INVESTORS 0.2%

Value ($000) $1,349 Shares 45,336 Est. Cost $30.78 Unrealized —

SKT TANGER FACTORY OUTLET CENTER 0.3%

Value ($000) $1,785 Shares 78,000 Est. Cost $32.33 Unrealized —

— Life Storage Inc 0.4%

Value ($000) $2,046 Shares 21,500 Est. Cost $86.76 Unrealized —

GLPI GAMING AND LEISURE PROPERTIE 0.4%

Value ($000) $2,538 Shares 72,000 Est. Cost $31.50 Unrealized —

DUK DUKE ENERGY CORP 0.6%

Value ($000) $3,305 Shares 41,300 Est. Cost $46.61 Unrealized +28.8%

IRM IRON MOUNTAIN INC 0.5%

Value ($000) $2,675 Shares 77,500 Est. Cost $22.46 Unrealized +6.0%

BXP BOSTON PROPERTIES INC 0.4%

Value ($000) $2,021 Shares 16,417 Est. Cost $64.00 Unrealized +41.1%

INN SUMMIT HOTEL PROPERTIES INC 0.1%

Value ($000) $663 Shares 49,000 Est. Cost $14.07 Unrealized —

MAC MACERICH CO/THE 0.2%

Value ($000) $1,300 Shares 23,507 Est. Cost $60.58 Unrealized —

DLR DIGITAL REALTY TRUST INC 0.7%

Value ($000) $3,796 Shares 33,750 Est. Cost $40.72 Unrealized +127.3%

— PREFERRED APARTMENT COMMUN-A 0.2%

Value ($000) $879 Shares 50,000 Est. Cost $17.00 Unrealized —

VNO VORNADO REALTY TRUST 0.4%

Value ($000) $2,027 Shares 27,765 Est. Cost $82.84 Unrealized —

— DUKE REALTY CORP 0.2%

Value ($000) $1,079 Shares 38,024 Est. Cost $17.58 Unrealized —

FSP FRANKLIN STREET PROPERTIES C 0.1%

Value ($000) $360 Shares 45,000 Est. Cost $8.56 Unrealized —

— HERSHA HOSPITALITY TRUST 0.1%

Value ($000) $453 Shares 20,000 Est. Cost $21.45 Unrealized —

— CHESAPEAKE LODGING TRUST 0.3%

Value ($000) $1,652 Shares 51,500 Est. Cost $22.49 Unrealized —

— LASALLE HOTEL PROPERTIES 0.4%

Value ($000) $2,027 Shares 58,600 Est. Cost $24.15 Unrealized —

ESRT EMPIRE STATE REALTY TRUST-A 0.1%

Value ($000) $714 Shares 43,000 Est. Cost $17.53 Unrealized —

— MONMOUTH REAL ESTATE INV COR 0.3%

Value ($000) $1,522 Shares 91,000 Est. Cost $15.44 Unrealized —

AMH AMERICAN HOMES 4 RENT- A 0.2%

Value ($000) $1,335 Shares 61,000 Est. Cost $21.50 Unrealized —

— HOSPITALITY PROPERTIES TRUST 0.4%

Value ($000) $2,118 Shares 73,434 Est. Cost $27.41 Unrealized —

STAG STAG INDUSTRIAL INC 0.3%

Value ($000) $1,746 Shares 63,500 Est. Cost $19.62 Unrealized —

— TAUBMAN CENTERS INC 0.2%

Value ($000) $957 Shares 16,000 Est. Cost $71.25 Unrealized —

— EATON VANCE CORP 0.4%

Value ($000) $2,286 Shares 43,500 Est. Cost $52.18 Unrealized —

CLDT CHATHAM LODGING TRUST 0.2%

Value ($000) $1,003 Shares 48,000 Est. Cost $19.15 Unrealized —

AHRT ARMADA HOFFLER PROPERTIES IN 0.2%

Value ($000) $1,133 Shares 75,000 Est. Cost $14.30 Unrealized —

KIM KIMCO REALTY CORP 0.2%

Value ($000) $966 Shares 57,731 Est. Cost $12.61 Unrealized -6.8%

— TIER REIT INC 0.2%

Value ($000) $1,075 Shares 44,600 Est. Cost $18.09 Unrealized —

KW KENNEDY-WILSON HOLDINGS INC 0.2%

Value ($000) $862 Shares 40,081 Est. Cost $18.83 Unrealized +13.8%

— GRAMERCY PROPERTY TRUST 0.5%

Value ($000) $2,680 Shares 97,666 Est. Cost $11.24 Unrealized —

NHI NATL HEALTH INVESTORS INC 0.1%

Value ($000) $454 Shares 6,000 Est. Cost $67.33 Unrealized —

BRX BRIXMOR PROPERTY GROUP INC 0.3%

Value ($000) $1,944 Shares 111,000 Est. Cost $25.62 Unrealized —

JBGS JBG SMITH PROPERTIES 0.2%

Value ($000) $1,008 Shares 27,382 Est. Cost $34.22 Unrealized —

SHO SUNSTONE HOTEL INVESTORS INC 0.1%

Value ($000) $491 Shares 30,000 Est. Cost $15.23 Unrealized —

— STORE CAPITAL CORP 0.1%

Value ($000) $445 Shares 16,000 Est. Cost $27.38 Unrealized —

ARE ALEXANDRIA REAL ESTATE EQUIT 0.4%

Value ($000) $2,126 Shares 16,900 Est. Cost $45.03 Unrealized +113.1%

— SPIRIT REALTY CAPITAL INC 0.3%

Value ($000) $1,797 Shares 223,000 Est. Cost $7.75 Unrealized —

HST HOST HOTELS and RESORTS INC 0.7%

Value ($000) $3,882 Shares 183,998 Est. Cost $10.94 Unrealized +46.2%

AGNC AGNC INVESTMENT CORP 0.4%

Value ($000) $2,375 Shares 127,500 Est. Cost $18.59 Unrealized —

ELME WASHINGTON REIT 0.1%

Value ($000) $490 Shares 16,000 Est. Cost $32.69 Unrealized —

INVH INVITATION HOMES INC 0.1%

Value ($000) $592 Shares 25,824 Est. Cost $18.66 Unrealized +1.9%

— HEALTHCARE REALTY TRUST INC 0.1%

Value ($000) $313 Shares 10,682 Est. Cost $25.50 Unrealized —

RLJ RLJ LODGING TRUST 0.3%

Value ($000) $1,745 Shares 79,200 Est. Cost $23.24 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PFE	PFIZER INC	159,100	$7,012	1.2%	$21.05	+31.4%	COMMON STOCK	717081103
V	VISA INC-CLASS A SHARES	48,400	$7,264	1.3%	$70.84	+90.7%	COMMON STOCK	92826C839
MA	MASTERCARD INC - A	28,500	$6,344	1.1%	$89.14	+124.8%	COMMON STOCK	57636Q104
—	CIGNA CORP	16,900	$3,519	0.6%	$186.95	—	COMMON STOCK	125509109
UNP	UNION PACIFIC CORP	29,800	$4,852	0.9%	$90.11	+41.8%	COMMON STOCK	907818108
PSA	PUBLIC STORAGE	21,074	$4,249	0.7%	$97.16	+63.7%	COMMON STOCK	74460D109
AMAT	APPLIED MATERIALS INC	68,400	$2,644	0.5%	$19.78	+105.7%	COMMON STOCK	038222105
SBUX	STARBUCKS CORP	63,200	$3,592	0.6%	$33.68	+33.8%	COMMON STOCK	855244109
SPG	SIMON PROPERTY GROUP INC	68,108	$12,038	2.1%	$90.22	+31.2%	COMMON STOCK	828806109
ADP	AUTOMATIC DATA PROCESSING	26,800	$4,038	0.7%	$107.77	+12.1%	COMMON STOCK	053015103
FFIV	F5 NETWORKS INC	15,700	$3,131	0.6%	$108.93	+68.0%	COMMON STOCK	315616102
HUM	HUMANA INC	10,100	$3,419	0.6%	$274.31	+11.1%	COMMON STOCK	444859102
—	DDR RG	89,500	$1,198	0.2%	$17.90	—	COMMON STOCK	23317H854
YUM	YUM! BRANDS INC	31,600	$2,873	0.5%	$64.74	+12.6%	COMMON STOCK	988498101
SNA	SNAP-ON INC	16,500	$3,029	0.5%	$124.36	+15.8%	COMMON STOCK	833034101
PG	PROCTER and GAMBLE CO/THE	72,800	$6,059	1.1%	$72.65	-6.7%	COMMON STOCK	742718109
IBM	INTL BUSINESS MACHINES CORP	32,300	$4,884	0.9%	$101.76	-0.5%	COMMON STOCK	459200101
—	AETNA INC	18,400	$3,732	0.7%	$183.48	—	COMMON STOCK	00817Y108
UPS	UNITED PARCEL SERVICE-CL B	33,600	$3,923	0.7%	$62.45	+41.6%	COMMON STOCK	911312106
ROK	ROCKWELL AUTOMATION INC	16,200	$3,038	0.5%	$85.80	+82.1%	COMMON STOCK	773903109
FISV	FISERV INC	38,900	$3,205	0.6%	$62.50	+25.6%	COMMON STOCK	337738108
WM	WASTE MANAGEMENT INC	35,700	$3,226	0.6%	$72.68	+7.7%	COMMON STOCK	94106L109
MSI	MOTOROLA SOLUTIONS INC	23,200	$3,019	0.5%	$99.23	+12.7%	COMMON STOCK	620076307
GAP	GAP INC/THE	84,700	$2,444	0.4%	$22.43	+2.8%	COMMON STOCK	364760108
STT	STATE STREET CORP	32,000	$2,681	0.5%	$74.42	-6.9%	COMMON STOCK	857477103
MMM	3M CO	21,100	$4,446	0.8%	$71.80	+84.1%	COMMON STOCK	88579Y101
AFL	AFLAC INC	63,900	$3,008	0.5%	$27.96	+37.6%	COMMON STOCK	001055102
AOS	SMITH (A.O.) CORP	44,200	$2,359	0.4%	$52.56	-2.4%	COMMON STOCK	831865209
—	FOREST CITY REALTY TRUST- A	106,000	$2,660	0.5%	$21.47	—	COMMON STOCK	345605109
KMB	KIMBERLY-CLARK CORP	28,000	$3,182	0.6%	$96.22	-10.1%	COMMON STOCK	494368103
CUBE	CUBESMART	62,000	$1,769	0.3%	$28.19	—	COMMON STOCK	229663109
XOM	EXXON MOBIL CORP	98,200	$8,349	1.5%	$56.14	+3.7%	COMMON STOCK	30231G102
ZTS	ZOETIS INC	34,800	$3,186	0.6%	$74.07	+12.9%	COMMON STOCK	98978V103
LII	LENNOX INTERNATIONAL INC	12,000	$2,621	0.5%	$184.49	+7.9%	COMMON STOCK	526107107
ALL	ALLSTATE CORP	29,000	$2,862	0.5%	$55.91	+46.8%	COMMON STOCK	020002101
—	NEW SENIOR INVESTMENT GROUP	123,000	$726	0.1%	$10.30	—	COMMON STOCK	648691103
MSCI	MSCI INC	16,800	$2,980	0.5%	$132.00	+21.8%	COMMON STOCK	55354G100
BDN	BRANDYWINE REALTY TRUST	153,400	$2,411	0.4%	$13.60	—	COMMON STOCK	105368203
—	SPIRIT AEROSYSTEMS HOLD-CL A	30,200	$2,768	0.5%	$85.89	—	COMMON STOCK	848574109
TRV	TRAVELERS COS INC/THE	23,400	$3,035	0.5%	$91.51	+20.1%	COMMON STOCK	89417E109
—	TORCHMARK CORP	32,200	$2,791	0.5%	$56.38	—	COMMON STOCK	891027104
UDR	UDR INC	57,367	$2,319	0.4%	$20.29	+46.8%	COMMON STOCK	902653104
—	HUDSON PACIFIC PROPERTIES IN	60,500	$1,980	0.3%	$33.35	—	COMMON STOCK	444097109
VTR	VENTAS INC	62,482	$3,398	0.6%	$44.48	-4.3%	COMMON STOCK	92276F100
AVY	AVERY DENNISON CORP	24,800	$2,687	0.5%	$61.60	+53.1%	COMMON STOCK	053611109
PPG	PPG INDUSTRIES INC	27,700	$3,023	0.5%	$91.06	+4.0%	COMMON STOCK	693506107
—	LIBERTY PROPERTY TRUST	71,096	$3,004	0.5%	$37.54	—	COMMON STOCK	531172104
AMP	AMERIPRISE FINANCIAL INC	18,500	$2,732	0.5%	$107.25	+16.0%	COMMON STOCK	03076C106
—	CBL and ASSOCIATES PROPERTIES	91,000	$363	0.1%	$9.31	—	COMMON STOCK	124830100
MTD	METTLER-TOLEDO INTERNATIONAL	4,600	$2,801	0.5%	$316.01	+86.2%	COMMON STOCK	592688105
—	COUSINS PROPERTIES INC	171,000	$1,520	0.3%	$10.38	—	COMMON STOCK	222795106
SPGI	SandP GLOBAL INC	16,000	$3,126	0.6%	$96.34	+100.9%	COMMON STOCK	78409V104
PEP	PEPSICO INC	45,500	$5,087	0.9%	$81.72	+10.5%	COMMON STOCK	713448108
MPT	MEDICAL PROPERTIES TRUST INC	148,000	$2,207	0.4%	$13.20	—	COMMON STOCK	58463J304
—	QTS REALTY TRUST INC-CL A	37,000	$1,579	0.3%	$44.52	—	COMMON STOCK	74736A103
CL	COLGATE-PALMOLIVE CO	54,400	$3,642	0.6%	$59.21	-5.5%	COMMON STOCK	194162103
—	CYRUSONE INC	22,800	$1,446	0.3%	$45.96	—	COMMON STOCK	23283R100
—	APARTMENT INVT and MGMT CO -A	61,500	$2,714	0.5%	$42.74	—	COMMON STOCK	03748R101
L	LOEWS CORP	57,800	$2,903	0.5%	$45.06	+7.7%	COMMON STOCK	540424108
FPI	FARMLAND PARTNERS INC	51,653	$346	0.1%	$8.34	—	COMMON STOCK	31154R109
—	PHYSICIANS REALTY TRUST	118,000	$1,989	0.4%	$15.33	—	COMMON STOCK	71943U104
HIW	HIGHWOODS PROPERTIES INC	30,802	$1,456	0.3%	$35.61	—	COMMON STOCK	431284108
WELL	WELLTOWER INC	63,953	$4,113	0.7%	$44.28	+14.6%	COMMON STOCK	95040Q104
—	AMERICAN CAMPUS COMMUNITIES	60,000	$2,470	0.4%	$39.53	—	COMMON STOCK	024835100
—	CDK GLOBAL INC	40,500	$2,534	0.4%	$71.27	—	COMMON STOCK	12508E101
D	DOMINION ENERGY INC	45,400	$3,191	0.6%	$46.36	+10.0%	COMMON STOCK	25746U109
DRH	DIAMONDROCK HOSPITALITY CO	148,000	$1,727	0.3%	$9.10	—	COMMON STOCK	252784301
CPT	CAMDEN PROPERTY TRUST	35,369	$3,309	0.6%	$49.07	+47.3%	COMMON STOCK	133131102
OGE	OGE ENERGY CORP	73,700	$2,677	0.5%	$33.60	+8.3%	COMMON STOCK	670837103
RF	REGIONS FINANCIAL CORP	139,600	$2,562	0.5%	$13.80	+1.1%	COMMON STOCK	7591EP100
—	COLUMBIA PROPERTY TRUST INC	86,000	$2,033	0.4%	$22.21	—	COMMON STOCK	198287203
—	SENIOR HOUSING PROP TRUST	149,100	$2,618	0.5%	$19.32	—	COMMON STOCK	81721M109
PPL	PPL CORP	100,000	$2,926	0.5%	$25.40	-16.8%	COMMON STOCK	69351T106
CTSH	COGNIZANT TECH SOLUTIONS-A	37,700	$2,909	0.5%	$43.22	+62.5%	COMMON STOCK	192446102
—	VEREIT INC	380,000	$2,759	0.5%	$8.82	—	COMMON STOCK	92339V100
VRE	MACK-CALI REALTY CORP	70,000	$1,488	0.3%	$21.91	—	COMMON STOCK	554489104
—	SELECT INCOME REIT	125,800	$2,760	0.5%	$26.33	—	COMMON STOCK	81618T100
ESS	ESSEX PROPERTY TRUST INC	8,800	$2,171	0.4%	$127.99	+45.9%	COMMON STOCK	297178105
—	INFRAREIT INC	62,180	$1,315	0.2%	$17.90	—	COMMON STOCK	45685L100
MCO	MOODY'S CORP	16,700	$2,792	0.5%	$121.93	+35.2%	COMMON STOCK	615369105
MAS	MASCO CORP	68,200	$2,496	0.4%	$33.12	+3.1%	COMMON STOCK	574599106
ITW	ILLINOIS TOOL WORKS	21,100	$2,978	0.5%	$68.35	+71.8%	COMMON STOCK	452308109
SEIC	SEI INVESTMENTS COMPANY	38,800	$2,371	0.4%	$46.13	+21.8%	COMMON STOCK	784117103
FBIN	FORTUNE BRANDS HOME and SECURI	41,100	$2,152	0.4%	$50.19	-16.4%	COMMON STOCK	34964C106
—	RAMCO-GERSHENSON PROPERTIES	138,782	$1,887	0.3%	$16.68	—	COMMON STOCK	751452202
CDP	CORPORATE OFFICE PROPERTIES	61,000	$1,820	0.3%	$28.52	—	COMMON STOCK	22002T108
EL	ESTEE LAUDER COMPANIES-CL A	19,100	$2,776	0.5%	$62.15	+103.4%	COMMON STOCK	518439104
—	Colony Capital Inc	343,163	$2,090	0.4%	$7.77	—	COMMON STOCK	19625W104
KRC	KILROY REALTY CORP	13,000	$932	0.2%	$61.85	—	COMMON STOCK	49427F108
—	SL GREEN REALTY CORP	16,923	$1,651	0.3%	$92.30	—	COMMON STOCK	78440X101
KRG	KITE REALTY GROUP TRUST	114,000	$1,898	0.3%	$24.57	—	COMMON STOCK	49803T300
—	HCP INC	94,593	$2,490	0.4%	$40.87	—	COMMON STOCK	40414L109
—	WEINGARTEN REALTY INVESTORS	45,336	$1,349	0.2%	$30.78	—	COMMON STOCK	948741103
SKT	TANGER FACTORY OUTLET CENTER	78,000	$1,785	0.3%	$32.33	—	COMMON STOCK	875465106
—	Life Storage Inc	21,500	$2,046	0.4%	$86.76	—	COMMON STOCK	53223X107
GLPI	GAMING AND LEISURE PROPERTIE	72,000	$2,538	0.4%	$31.50	—	COMMON STOCK	36467J108
DUK	DUKE ENERGY CORP	41,300	$3,305	0.6%	$46.61	+28.8%	COMMON STOCK	26441C204
IRM	IRON MOUNTAIN INC	77,500	$2,675	0.5%	$22.46	+6.0%	COMMON STOCK	46284V101
BXP	BOSTON PROPERTIES INC	16,417	$2,021	0.4%	$64.00	+41.1%	COMMON STOCK	101121101
INN	SUMMIT HOTEL PROPERTIES INC	49,000	$663	0.1%	$14.07	—	COMMON STOCK	866082100
MAC	MACERICH CO/THE	23,507	$1,300	0.2%	$60.58	—	COMMON STOCK	554382101
DLR	DIGITAL REALTY TRUST INC	33,750	$3,796	0.7%	$40.72	+127.3%	COMMON STOCK	253868103
—	PREFERRED APARTMENT COMMUN-A	50,000	$879	0.2%	$17.00	—	COMMON STOCK	74039L103
VNO	VORNADO REALTY TRUST	27,765	$2,027	0.4%	$82.84	—	COMMON STOCK	929042109
—	DUKE REALTY CORP	38,024	$1,079	0.2%	$17.58	—	COMMON STOCK	264411505
FSP	FRANKLIN STREET PROPERTIES C	45,000	$360	0.1%	$8.56	—	COMMON STOCK	35471R106
—	HERSHA HOSPITALITY TRUST	20,000	$453	0.1%	$21.45	—	COMMON STOCK	427825500
—	CHESAPEAKE LODGING TRUST	51,500	$1,652	0.3%	$22.49	—	COMMON STOCK	165240102
—	LASALLE HOTEL PROPERTIES	58,600	$2,027	0.4%	$24.15	—	COMMON STOCK	517942108
ESRT	EMPIRE STATE REALTY TRUST-A	43,000	$714	0.1%	$17.53	—	COMMON STOCK	292104106
—	MONMOUTH REAL ESTATE INV COR	91,000	$1,522	0.3%	$15.44	—	COMMON STOCK	609720107
AMH	AMERICAN HOMES 4 RENT- A	61,000	$1,335	0.2%	$21.50	—	COMMON STOCK	02665T306
—	HOSPITALITY PROPERTIES TRUST	73,434	$2,118	0.4%	$27.41	—	COMMON STOCK	44106M102
STAG	STAG INDUSTRIAL INC	63,500	$1,746	0.3%	$19.62	—	COMMON STOCK	85254J102
—	TAUBMAN CENTERS INC	16,000	$957	0.2%	$71.25	—	COMMON STOCK	876664103
—	EATON VANCE CORP	43,500	$2,286	0.4%	$52.18	—	COMMON STOCK	278265103
CLDT	CHATHAM LODGING TRUST	48,000	$1,003	0.2%	$19.15	—	COMMON STOCK	16208T102
AHRT	ARMADA HOFFLER PROPERTIES IN	75,000	$1,133	0.2%	$14.30	—	COMMON STOCK	04208T108
KIM	KIMCO REALTY CORP	57,731	$966	0.2%	$12.61	-6.8%	COMMON STOCK	49446R109
—	TIER REIT INC	44,600	$1,075	0.2%	$18.09	—	COMMON STOCK	88650V208
KW	KENNEDY-WILSON HOLDINGS INC	40,081	$862	0.2%	$18.83	+13.8%	COMMON STOCK	489398107
—	GRAMERCY PROPERTY TRUST	97,666	$2,680	0.5%	$11.24	—	COMMON STOCK	385002308
NHI	NATL HEALTH INVESTORS INC	6,000	$454	0.1%	$67.33	—	COMMON STOCK	63633D104
BRX	BRIXMOR PROPERTY GROUP INC	111,000	$1,944	0.3%	$25.62	—	COMMON STOCK	11120U105
JBGS	JBG SMITH PROPERTIES	27,382	$1,008	0.2%	$34.22	—	COMMON STOCK	46590V100
SHO	SUNSTONE HOTEL INVESTORS INC	30,000	$491	0.1%	$15.23	—	COMMON STOCK	867892101
—	STORE CAPITAL CORP	16,000	$445	0.1%	$27.38	—	COMMON STOCK	862121100
ARE	ALEXANDRIA REAL ESTATE EQUIT	16,900	$2,126	0.4%	$45.03	+113.1%	COMMON STOCK	015271109
—	SPIRIT REALTY CAPITAL INC	223,000	$1,797	0.3%	$7.75	—	COMMON STOCK	84860W102
HST	HOST HOTELS and RESORTS INC	183,998	$3,882	0.7%	$10.94	+46.2%	COMMON STOCK	44107P104
AGNC	AGNC INVESTMENT CORP	127,500	$2,375	0.4%	$18.59	—	COMMON STOCK	00123Q104
ELME	WASHINGTON REIT	16,000	$490	0.1%	$32.69	—	COMMON STOCK	939653101
INVH	INVITATION HOMES INC	25,824	$592	0.1%	$18.66	+1.9%	COMMON STOCK	46187W107
—	HEALTHCARE REALTY TRUST INC	10,682	$313	0.1%	$25.50	—	COMMON STOCK	421946104
RLJ	RLJ LODGING TRUST	79,200	$1,745	0.3%	$23.24	—	COMMON STOCK	74965L101