Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	GOOG	138,538	$95.88M	2.8%	$35.65	0.0%	CAP STK CL C	02079K107
DHR	DHR	914,658	$92.38M	2.7%	$40.08	0.0%	COM	235851102
—	UTX	883,517	$90.61M	2.6%	$102.55	—	COM	913017109
LLY	LLY	1,112,055	$87.57M	2.5%	$64.09	0.0%	COM	532457108
VFC	VFC	1,269,737	$78.08M	2.3%	$59.14	0.0%	COM	918204108
SLB	SLB	973,851	$77.01M	2.2%	$58.24	0.0%	COM	806857108
TU	T/A	2,386,326	$76.84M	2.2%	$15.51	+2.1%	COM	87971M103
JNJ	JNJ	633,399	$76.83M	2.2%	$87.05	0.0%	COM	478160104
C	CITI	1,782,444	$75.56M	2.2%	$33.10	0.0%	COM NEW	172967424
JPM	JPM	1,177,238	$73.15M	2.1%	$48.33	0.0%	COM	46625H100
ROST	ROSS	1,204,624	$68.29M	2.0%	$50.49	0.0%	COM	778296103
ETN	ETN	1,130,991	$67.55M	2.0%	$49.78	0.0%	SHS	G29183103
—	THS	646,185	$66.33M	1.9%	$10942.95	—	COM	89469A104
QCOM	QCOM	1,193,562	$63.94M	1.9%	$40.28	0.0%	COM	747525103
—	HBI	2,417,531	$60.75M	1.8%	$25.13	—	COM	410345102
INTC	INTC	1,837,028	$60.26M	1.8%	$25.11	0.0%	COM	458140100
TSM	TSM	2,201,604	$57.75M	1.7%	$19.67	—	SPONSORED ADR	874039100
PFE	PFE	1,535,422	$54.06M	1.6%	$21.05	0.0%	COM	717081103
ACN	ACN	458,697	$51.97M	1.5%	$99.86	0.0%	SHS CLASS A	G1151C101
—	SENSATA	1,476,572	$51.52M	1.5%	$34.89	—	SHS	N7902X106
SYK	SYK	428,213	$51.31M	1.5%	$100.33	0.0%	COM	863667101
MPC	MROP	1,312,256	$49.81M	1.4%	$27.21	0.0%	COM	56585A102
EOG	EOG	589,194	$49.15M	1.4%	$59.32	0.0%	COM	26875P101
MA	MAUS	550,160	$48.45M	1.4%	$90.26	0.0%	CL A	57636Q104
VZ	VZ	822,144	$45.91M	1.3%	$31.47	0.0%	COM	92343V104
AIZ	AIZ	497,645	$42.95M	1.2%	$69.47	0.0%	COM	04621X108
RGA	RGA	434,366	$42.13M	1.2%	$90.71	+5.8%	COM NEW	759351604
—	STJ	534,401	$41.68M	1.2%	$78.00	—	COM	790849103
CHKP	CHKP	498,834	$39.75M	1.2%	$82.94	+0.9%	ORD	M22465104
—	MRO	2,565,138	$38.5M	1.1%	$15.01	—	COM	565849106
PSA	PSA	125,735	$32.14M	0.9%	$174.22	0.0%	COM	74460D109
TEVA	TEVA	633,107	$31.8M	0.9%	$50.23	—	ADR	881624209
TMO	TMO	201,970	$29.84M	0.9%	$143.61	0.0%	COM	883556102
V	V US	397,134	$29.45M	0.9%	$73.22	0.0%	COM CL A	92826C839
CTSH	CTSH	509,791	$29.18M	0.8%	$53.57	0.0%	CL A	192446102
SPG	SIG	133,100	$28.87M	0.8%	$124.15	0.0%	COM	828806109
AKAM	AKAM	503,139	$28.14M	0.8%	$52.62	0.0%	COM	00971T101
—	FRT	147,531	$24.42M	0.7%	$165.55	—	SH BEN INT NEW	313747206
KO	CCE	538,483	$24.41M	0.7%	$33.31	0.0%	COM	191216100
RNR	RNR	206,535	$24.25M	0.7%	$114.73	0.0%	COM	G7496G103
VNO	VNO	235,070	$23.54M	0.7%	$100.12	—	SH BEN INT	929042109
WM	WMIM	351,443	$23.29M	0.7%	$50.66	0.0%	COM	94106L109
T	TUS	538,390	$23.26M	0.7%	$15.11	0.0%	COM	00206R102
PEP	PEP	218,764	$23.18M	0.7%	$77.08	0.0%	COM	713448108
GIS	GIS	321,604	$22.94M	0.7%	$45.45	0.0%	COM	370334104
ACGL	ACGL	309,406	$22.28M	0.6%	$22.46	0.0%	ORD	G0450A105
—	K	272,732	$22.27M	0.6%	$50.93	0.0%	COM	487836108
RSG	RSG	433,296	$22.23M	0.6%	$40.82	0.0%	COM	760759100
SO	SO	406,852	$21.82M	0.6%	$33.63	0.0%	COM	842587107
D	D	279,312	$21.77M	0.6%	$47.75	0.0%	COM	25746U109
—	AGNC	1,090,044	$21.61M	0.6%	$19.82	—	COM	02503X105
CLX	CLX	155,880	$21.57M	0.6%	$98.68	0.0%	COM	189054109
XEL	XEL	481,725	$21.57M	0.6%	$30.70	0.0%	COM	98389B100
MRSH	MSH	312,156	$21.37M	0.6%	$54.66	0.0%	COM	571748102
MKC	MKC	199,663	$21.3M	0.6%	$40.65	0.0%	COM NON VTG	579780206
—	ESRX	279,380	$21.18M	0.6%	$75.80	—	COM	30219G108
PG	POG	249,202	$21.1M	0.6%	$63.33	0.0%	COM	742718109
DVA	DVA	270,866	$20.94M	0.6%	$75.58	0.0%	COM	23918K108
HSY	HSY	182,875	$20.75M	0.6%	$74.40	0.0%	COM	427866108
ED	ED	255,938	$20.59M	0.6%	$53.16	0.0%	COM	209115104
CB	ACEUS	157,144	$20.54M	0.6%	$103.60	0.0%	COM	H1467J104
SJM	SJM	132,978	$20.27M	0.6%	$99.14	0.0%	COM NEW	832696405
UPS	UPS	187,387	$20.18M	0.6%	$73.08	0.0%	CL B	911312106
AXS	AXS	364,360	$20.04M	0.6%	$41.46	0.0%	SHS	G0692U109
CL	CL	271,920	$19.91M	0.6%	$56.89	0.0%	COM	194162103
L	LTR	482,782	$19.84M	0.6%	$37.95	0.0%	COM	540424108
MO	MO	285,091	$19.66M	0.6%	$33.21	0.0%	COM	02209S103
SYY	SYY	386,853	$19.63M	0.6%	$37.68	0.0%	COM	871829107
PAYX	PYCHX	329,552	$19.61M	0.6%	$40.17	0.0%	COM	704326107
MSFT	MSFT	381,923	$19.54M	0.6%	$45.98	0.0%	COM	594918104
KMB	KMB	140,557	$19.32M	0.6%	$93.94	0.0%	COM	494368103
EG	REUS	105,282	$19.23M	0.6%	$150.24	0.0%	COM	G3223R108
SIG	SIGNET JEWELER	226,247	$18.64M	0.5%	$83.53	0.0%	SHS	G81276100
PM	PMUS	182,784	$18.59M	0.5%	$61.40	0.0%	COM	718172109
—	TMK	299,106	$18.49M	0.5%	$61.82	—	COM	891027104
MMM	MMM	105,331	$18.45M	0.5%	$102.46	0.0%	COM	88579Y101
COST	COST	117,338	$18.43M	0.5%	$128.04	0.0%	COM	22160K105
PGR	PGR	545,660	$18.28M	0.5%	$25.09	0.0%	COM	743315103
HSIC	HSIC	101,762	$17.99M	0.5%	$67.59	0.0%	COM	806407102
WTW	WSHUS	144,336	$17.94M	0.5%	$100.14	+7.5%	SHS	G96629103
OMC	OMC	219,796	$17.91M	0.5%	$59.65	0.0%	COM	681919106
FISV	FISV	163,521	$17.78M	0.5%	$51.47	0.0%	COM	337738108
ITW	ITW	168,804	$17.58M	0.5%	$83.28	0.0%	COM	452308109
—	PRX	153,750	$17.28M	0.5%	$112.39	—	COM	74005P104
EFX	EFX	134,549	$17.28M	0.5%	$110.67	0.0%	COM	294429105
—	PDCO	355,853	$17.04M	0.5%	$4067.59	—	COM	703395103
MCD	MCD	140,788	$16.94M	0.5%	$99.15	0.0%	COM	580135101
XRAY	XRAY	260,592	$16.17M	0.5%	$61.55	0.0%	COM	24906P109
—	COLUS	175,732	$14.96M	0.4%	$85.14	—	COM	774341101
—	PBCTD	1,018,722	$14.93M	0.4%	$14.66	—	COM	712704105
VRSK	VRSK	175,208	$14.21M	0.4%	$74.97	0.0%	COM	92345Y106
DE	DE	166,546	$13.5M	0.4%	$65.04	+7.6%	COM	244199105
WELL	HCN	154,600	$11.78M	0.3%	$49.51	0.0%	COM	95040Q104
PLD	AMBUS	228,100	$11.19M	0.3%	$35.71	0.0%	COM	74340W103
EQR	EQRE	155,500	$10.71M	0.3%	$46.36	0.0%	SH BEN INT	29476L107
VTR	VTR	146,700	$10.68M	0.3%	$43.45	0.0%	COM	92276F100
BXP	BXP	66,300	$8.745M	0.3%	$86.36	0.0%	COM	101121101
NEE	FPL	66,587	$8.683M	0.3%	$23.49	0.0%	COM	65339F101
KR	KR	213,805	$7.866M	0.2%	$29.55	0.0%	COM	501044101
O	O	109,300	$7.581M	0.2%	$38.59	0.0%	COM	756109104
—	HCP	205,200	$7.26M	0.2%	$35.38	—	COM	40414L109
DLR	DLR	64,900	$7.073M	0.2%	$67.85	0.0%	COM	253868103
ESS	ESS	28,900	$6.591M	0.2%	$162.14	0.0%	COM	297178105
—	GGP	218,600	$6.519M	0.2%	$29.82	—	COM	370023103
MAC	MACUS	70,700	$6.037M	0.2%	$85.39	—	COM	554382101
KIM	KIM	182,300	$5.721M	0.2%	$17.88	0.0%	COM	49446R109
HST	HSTUN	332,100	$5.383M	0.2%	$10.71	0.0%	COM	44107P104
EXR	EXR	50,500	$4.673M	0.1%	$62.76	0.0%	COM	30225T102
—	SLG	43,500	$4.631M	0.1%	$106.46	—	COM	78440X101
UDR	UDR	117,600	$4.342M	0.1%	$25.45	0.0%	COM	902653104
—	ARCPUS	417,900	$4.238M	0.1%	$10.14	—	COM	92339V100
—	DRE	157,900	$4.21M	0.1%	$26.66	—	COM NEW	264411505
REG	REG	44,900	$3.759M	0.1%	$52.93	0.0%	COM	758849103
MAA	MAA	34,000	$3.618M	0.1%	$72.05	0.0%	COM	59522J103
NNN	NNN	66,700	$3.45M	0.1%	$47.32	—	COM	637417106
—	AIV	71,700	$3.166M	0.1%	$42.19	—	CL A	03748R101
WPC	WPCARE	43,900	$3.048M	0.1%	$66.79	—	COM	92936U109
GLPI	GLPI US	87,500	$3.017M	0.1%	$6140.99	—	COM	36467J108
—	SNH	138,700	$2.889M	0.1%	$18.71	—	SH BEN INT	81721M109
EPR	EPR	34,900	$2.816M	0.1%	$71.75	—	COM SH BEN INT	26884U109
—	LRY	70,600	$2.804M	0.1%	$39.72	—	SH BEN INT	531172104
HIW	HIW	52,700	$2.783M	0.1%	$49.90	—	COM	431284108
ELS	ELS	34,400	$2.753M	0.1%	$73.25	—	COM	29472R108
OHI	OHI	79,400	$2.696M	0.1%	$33.66	—	COM	681936100
KRC	KRC	40,600	$2.691M	0.1%	$66.07	—	COM	49427F108
—	DDR	148,100	$2.687M	0.1%	$17.67	—	COM	23317H102
—	WRI	62,300	$2.543M	0.1%	$38.89	—	SH BEN INT	948741103
—	HEALTHC	77,000	$2.49M	0.1%	$30.35	—	CL A NEW	42225P501
CUBE	CUBE	80,300	$2.48M	0.1%	$30.46	—	COM	229663109
—	DCT	50,900	$2.445M	0.1%	$48.04	—	COM NEW	233153204
DEI	DEI	68,500	$2.433M	0.1%	$33.97	—	COM	25960P109
—	HPT	83,100	$2.393M	0.1%	$28.38	—	COM SH BEN INT	44106M102
SUI	SUI	31,100	$2.384M	0.1%	$72.90	—	COM	866674104
—	TCO	32,000	$2.374M	0.1%	$73.91	—	COM	876664103
—	STORE REIT	78,500	$2.312M	0.1%	$29.45	—	COM	862121100
—	FCE/A	102,800	$2.293M	0.1%	$5166.27	—	COM CL A	345605109
SKT	SKT	56,300	$2.262M	0.1%	$38.35	—	COM	875465106
—	SSS	21,300	$2.235M	0.1%	$101.91	—	COM	84610H108
—	RPAI	131,100	$2.216M	0.1%	$16.27	—	CL A	76131V202
—	HR	62,900	$2.201M	0.1%	$32.35	—	COM	421946104
—	PPS	35,600	$2.173M	0.1%	$59.94	—	COM	737464107
—	GPT US	227,300	$2.096M	0.1%	$9.22	—	COM	385002100
PDM	PIEDM	92,500	$1.992M	0.1%	$20.72	—	COM CL A	720190206
—	DFTUS	41,600	$1.978M	0.1%	$43.09	—	COM	26613Q106
MPT	MPW	128,600	$1.956M	0.1%	$15.21	—	COM	58463J304
APLE	APPLE HOSPIT	102,600	$1.93M	0.1%	$4416.85	—	COM NEW	03784Y200
—	DOC US	88,800	$1.866M	0.1%	$4200.97	—	COM	71943U104
—	GRANITE	45,000	$1.744M	0.1%	$38.96	—	UNIT 99/99/9999	387437114
CDP	OFC	58,700	$1.736M	0.1%	$28.00	—	SH BEN INT	22002T108
—	EDR	36,700	$1.693M	0.0%	$46.13	—	COM NEW	28140H203
—	COLUMBIA	79,000	$1.691M	0.0%	$22.27	—	COM NEW	198287203
EGP	EGP	24,500	$1.688M	0.0%	$65.48	—	COM	277276101
NHI	NHI	22,100	$1.659M	0.0%	$70.83	—	COM	63633D104
—	LXP	164,000	$1.658M	0.0%	$9.56	—	COM	529043101
RHP	RYMAN	30,500	$1.545M	0.0%	$51.64	—	COM	78377T107
ELME	WRE	48,400	$1.523M	0.0%	$29.98	—	SH BEN INT	939653101
—	QTS	26,600	$1.489M	0.0%	$55.98	—	COM CL A	74736A103
RLJ	RLJ	69,200	$1.484M	0.0%	$22.93	—	COM	74965L101
—	LHOUS	62,200	$1.467M	0.0%	$25.72	—	COM SH BEN INT	517942108
—	SIRUS	56,000	$1.455M	0.0%	$23.53	—	COM SH BEN INT	81618T100
—	PSB	13,300	$1.411M	0.0%	$106.09	—	COM	69360J107
—	RPT	69,100	$1.355M	0.0%	$18.80	—	COM SH BEN INT	751452202
STAG	STAG	53,400	$1.271M	0.0%	$21.88	—	COM	85254J102
—	WPGUS	112,800	$1.262M	0.0%	$10.88	—	COM	92939N102
SHO	SHO	104,100	$1.256M	0.0%	$12.57	—	COM	867892101
—	GOV US	51,100	$1.178M	0.0%	$19.33	—	COM SHS BEN INT	38376A103
XHR	XHR US	68,800	$1.154M	0.0%	$3509.36	—	COM	984017103
DRH	DRH	122,700	$1.108M	0.0%	$9.03	—	COM	252784301
—	PKY	53,200	$890K	0.0%	$16.59	—	COM	70159Q104
SBRA	SABRA	41,800	$863K	0.0%	$21.06	—	COM	78573L106