Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DNLI	DENALI THERAPEUTICS INC	19,462,500	$402M	60.8%	$17.97	+0.9%	COM	24823R105
KRC	KILROY RLTY CORP	193,739	$12.18M	1.8%	$65.65	—	COM	49427F108
AMH	AMERICAN HOMES 4 RENT	449,400	$8.921M	1.3%	$19.85	—	CL A	02665T306
—	PARAMOUNT GROUP INC	629,294	$7.904M	1.2%	$14.66	—	COM	69924R108
—	RETAIL OPPORTUNITY INVTS COR	491,700	$7.808M	1.2%	$16.53	—	COM	76131N101
—	LIBERTY PPTY TR	180,517	$7.56M	1.1%	$42.16	—	SH BEN INT	531172104
—	HUDSON PAC PPTYS INC	237,297	$6.896M	1.0%	$32.73	—	COM	444097109
TRV	TRAVELERS COMPANIES INC	56,918	$6.816M	1.0%	$107.19	0.0%	COM	89417E109
O	REALTY INCOME CORP	104,500	$6.588M	1.0%	$38.66	+9.6%	COM	756109104
HST	HOST HOTELS & RESORTS INC	351,501	$5.86M	0.9%	$15.83	-9.7%	COM	44107P104
—	STORE CAP CORP	189,589	$5.367M	0.8%	$28.31	—	COM	862121100
SYF	SYNCHRONY FINL	210,909	$4.948M	0.7%	$22.62	0.0%	COM	87165B103
APLE	APPLE HOSPITALITY REIT INC	343,402	$4.897M	0.7%	$16.52	—	COM NEW	03784Y200
ESRT	EMPIRE ST RLTY TR INC	302,965	$4.311M	0.7%	$14.75	—	CL A	292104106
GPK	GRAPHIC PACKAGING HLDG CO	389,871	$4.148M	0.6%	$14.86	-21.2%	COM	388689101
RGA	REINSURANCE GROUP AMER INC	29,230	$4.099M	0.6%	$141.72	0.0%	COM NEW	759351604
AVB	AVALONBAY CMNTYS INC	23,007	$4.004M	0.6%	$125.75	+12.2%	COM	053484101
—	GRACE W R & CO DEL NEW	60,556	$3.931M	0.6%	$68.16	—	COM	38388F108
—	HEALTHCARE TR AMER INC	149,158	$3.775M	0.6%	$26.26	—	CL A NEW	42225P501
—	HCP INC	132,209	$3.693M	0.6%	$27.93	—	COM	40414L109
—	DUKE REALTY CORP	142,457	$3.69M	0.6%	$26.80	—	COM NEW	264411505
AN	AUTONATION INC	102,020	$3.642M	0.6%	$46.28	-18.3%	COM	05329W102
—	FEDERAL REALTY INVT TR	30,640	$3.617M	0.5%	$126.48	—	SH BEN INT NEW	313747206
PSA	PUBLIC STORAGE	17,754	$3.594M	0.5%	$152.02	-0.1%	COM	74460D109
FR	FIRST INDUSTRIAL REALTY TRUS	122,922	$3.548M	0.5%	$31.30	—	COM	32054K103
ACM	AECOM	133,257	$3.531M	0.5%	$33.53	-12.7%	COM	00766T100
STAG	STAG INDL INC	139,340	$3.467M	0.5%	$26.25	—	COM	85254J102
—	RETAIL PPTYS AMER INC	315,985	$3.428M	0.5%	$11.20	—	CL A	76131V202
EME	EMCOR GROUP INC	57,287	$3.419M	0.5%	$68.83	-2.1%	COM	29084Q100
—	MERITOR INC	199,648	$3.376M	0.5%	$19.36	—	COM	59001K100
LUV	SOUTHWEST AIRLS CO	72,422	$3.366M	0.5%	$48.46	0.0%	COM	844741108
KBR	KBR INC	220,969	$3.354M	0.5%	$16.80	+1.9%	COM	48242W106
—	APARTMENT INVT & MGMT CO	73,391	$3.221M	0.5%	$43.62	—	CL A	03748R101
MAS	MASCO CORP	100,736	$2.946M	0.4%	$34.15	-18.9%	COM	574599106
—	HEALTHCARE RLTY TR	99,709	$2.836M	0.4%	$28.02	—	COM	421946104
SPY	SPDR S&P 500 ETF TR	10,983	$2.745M	0.4%	$249.93	—	TR UNIT	78462F103
CRS	CARPENTER TECHNOLOGY CORP	74,849	$2.665M	0.4%	$39.73	0.0%	COM	144285103
HIW	HIGHWOODS PPTYS INC	68,791	$2.662M	0.4%	$40.44	—	COM	431284108
UNF	UNIFIRST CORP MASS	18,533	$2.652M	0.4%	$143.33	0.0%	COM	904708104
—	AMERICAN CAMPUS CMNTYS INC	62,744	$2.597M	0.4%	$40.46	—	COM	024835100
MTB	M & T BK CORP	17,753	$2.541M	0.4%	$127.57	0.0%	COM	55261F104
MET	METLIFE INC	61,781	$2.537M	0.4%	$33.67	0.0%	COM	59156R108
TDC	TERADATA CORP DEL	65,300	$2.505M	0.4%	$40.34	-9.3%	COM	88076W103
INGR	INGREDION INC	27,169	$2.483M	0.4%	$100.08	0.0%	COM	457187102
CUBE	CUBESMART	85,597	$2.456M	0.4%	$28.69	—	COM	229663109
ADC	AGREE REALTY CORP	40,874	$2.416M	0.4%	$49.86	—	COM	008492100
TAP	MOLSON COORS BREWING CO	42,555	$2.39M	0.4%	$54.30	-6.4%	CL B	60871R209
NPO	ENPRO INDS INC	39,735	$2.388M	0.4%	$78.34	-15.4%	COM	29355X107
—	WORLDPAY INC	31,071	$2.375M	0.4%	$76.44	—	CL A	981558109
—	SVB FINL GROUP	12,284	$2.333M	0.4%	$189.92	—	COM	78486Q101
SHO	SUNSTONE HOTEL INVS INC NEW	173,057	$2.251M	0.3%	$13.01	—	COM	867892101
ACCO	ACCO BRANDS CORP	328,945	$2.23M	0.3%	$6.07	0.0%	COM	00081T108
CRM	SALESFORCE COM INC	16,139	$2.211M	0.3%	$146.61	-7.3%	COM	79466L302
KLAC	KLA-TENCOR CORP	23,608	$2.113M	0.3%	$84.23	0.0%	COM	482480100
—	SYNOVUS FINL CORP	66,011	$2.112M	0.3%	$31.99	—	COM NEW	87161C501
—	ALTRA INDL MOTION CORP	82,429	$2.073M	0.3%	$25.15	—	COM	02208R106
VTR	VENTAS INC	34,764	$2.037M	0.3%	$42.57	+3.3%	COM	92276F100
—	MAXAR TECHNOLOGIES LTD	167,058	$1.998M	0.3%	$33.09	—	COM	57778L103
CPT	CAMDEN PPTY TR	21,851	$1.924M	0.3%	$64.96	+10.8%	SH BEN INT	133131102
FHI	FEDERATED INVS INC PA	68,701	$1.824M	0.3%	$18.02	0.0%	CL B	314211103
SXC	SUNCOKE ENERGY INC	212,405	$1.816M	0.3%	$11.44	-10.5%	COM	86722A103
SEE	SEALED AIR CORP NEW	50,913	$1.774M	0.3%	$37.88	-19.2%	COM	81211K100
GME	GAMESTOP CORP NEW	139,089	$1.755M	0.3%	$3.53	-6.3%	CL A	36467W109
—	PS BUSINESS PKS INC CALIF	13,362	$1.75M	0.3%	$113.03	—	COM	69360J107
MS	MORGAN STANLEY	42,717	$1.694M	0.3%	$35.01	0.0%	COM NEW	617446448
PWR	QUANTA SVCS INC	52,549	$1.582M	0.2%	$33.38	-5.0%	COM	74762E102
ZION	ZIONS BANCORPORATION N A	38,358	$1.563M	0.2%	$46.61	0.0%	COM	989701107
VVV	VALVOLINE INC	79,245	$1.533M	0.2%	$21.14	-5.5%	COM	92047W101
BRO	BROWN & BROWN INC	54,396	$1.499M	0.2%	$26.83	0.0%	COM	115236101
—	TALEND S A	36,700	$1.361M	0.2%	$57.34	—	ADS	874224207
—	INPHI CORP	38,000	$1.222M	0.2%	$37.97	—	COM	45772F107
SCHW	SCHWAB CHARLES CORP NEW	28,388	$1.179M	0.2%	$40.90	0.0%	COM	808513105
CDP	CORPORATE OFFICE PPTYS TR	54,831	$1.153M	0.2%	$21.03	—	SH BEN INT	22002T108
CBOE	CBOE GLOBAL MARKETS INC	11,372	$1.113M	0.2%	$94.76	0.0%	COM	12503M108
—	NEW RELIC INC	13,412	$1.086M	0.2%	$80.97	—	COM	64829B100
MSFT	MICROSOFT CORP	10,553	$1.072M	0.2%	$87.25	+14.6%	COM	594918104
HIG	HARTFORD FINL SVCS GROUP INC	23,468	$1.043M	0.2%	$38.35	0.0%	COM	416515104
BDN	BRANDYWINE RLTY TR	81,017	$1.043M	0.2%	$15.82	—	SH BEN INT NEW	105368203
—	E TRADE FINANCIAL CORP	23,424	$1.028M	0.2%	$43.89	—	COM NEW	269246401
PLAY	DAVE & BUSTERS ENTMT INC	22,930	$1.022M	0.2%	$56.22	0.0%	COM	238337109
—	PQ GROUP HLDGS INC	67,788	$1.004M	0.2%	$16.07	—	COM	73943T103
CFG	CITIZENS FINL GROUP INC	32,684	$972K	0.1%	$25.70	0.0%	COM	174610105
WOR	WORTHINGTON INDS INC	27,051	$942K	0.1%	$28.13	-11.5%	COM	981811102
KEY	KEYCORP NEW	63,467	$938K	0.1%	$12.51	0.0%	COM	493267108
GWRE	GUIDEWIRE SOFTWARE INC	11,642	$934K	0.1%	$91.87	-5.1%	COM	40171V100
VRNS	VARONIS SYS INC	17,000	$899K	0.1%	$20.27	-2.6%	COM	922280102
TME	TENCENT MUSIC ENTMT GROUP	61,897	$818K	0.1%	$13.22	—	SPON ADS	88034P109
ALLY	ALLY FINL INC	33,414	$757K	0.1%	$19.99	0.0%	COM	02005N100
NNBR	NN INC	76,462	$513K	0.1%	$19.78	-53.0%	COM	629337106
—	ALTAIR ENGR INC	16,000	$441K	0.1%	$35.39	—	COM CL A	021369103
—	II VI INC	13,141	$427K	0.1%	$44.30	—	COM	902104108