Pensionfund Sabic Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ELV	ANTHEM INC	7,000	$2,009	0.6%	$263.72	0.0%	COMMON STOCK	036752103
EXC	EXELON CORP	40,000	$2,005	0.6%	$26.74	0.0%	COMMON STOCK	30161N101
FE	FIRSTENERGY CORP	40,000	$1,664	0.5%	$30.02	0.0%	COMMON STOCK	337932107
WAT	WATERS CORP	6,500	$1,636	0.5%	$227.86	0.0%	COMMON STOCK	941848103
—	BBandT CORP	35,000	$1,629	0.5%	$46.54	—	COMMON STOCK	054937107
A	AGILENT TECHNOLOGIES INC	20,000	$1,608	0.5%	$72.29	0.0%	COMMON STOCK	00846U101
RGA	REINSURANCE GROUP OF AMERICA	10,000	$1,420	0.4%	$143.96	0.0%	COMMON STOCK	759351604
CHRW	C.H. ROBINSON WORLDWIDE INC	16,000	$1,392	0.4%	$74.46	0.0%	COMMON STOCK	12541W209
—	APARTMENT INVT and MGMT CO -A	20,509	$1,031	0.3%	$50.27	—	COMMON STOCK	03748R754
OPITQ	OFFICE PROPERTIES INCOME TRUST	12,714	$351	0.1%	$27.61	—	COMMON STOCK	67623C109

Increased Positions (7)

— SL GREEN REALTY CORP 0.6%

Value ($000) $2,002 (+248.8%) Shares 22,257 (+206.7%) Est. Cost $97.83 Unrealized —

CVS CVS HEALTH CORP 0.6%

Value ($000) $1,819 (+136.8%) Shares 33,729 (+187.6%) Est. Cost $52.92 Unrealized -6.5%

NHI NATL HEALTH INVESTORS INC 0.2%

Value ($000) $746 (+294.7%) Shares 9,500 (+280.0%) Est. Cost $75.55 Unrealized —

MO ALTRIA GROUP INC 0.9%

Value ($000) $2,849 (+23.8%) Shares 49,600 (+6.4%) Est. Cost $29.24 Unrealized +1.6%

BR BROADRIDGE FINANCIAL SOLUTIO 0.5%

Value ($000) $1,524 (+48.0%) Shares 14,700 (+37.4%) Est. Cost $69.67 Unrealized +28.0%

NTAP NETAPP INC 0.5%

Value ($000) $1,664 (+32.8%) Shares 24,000 (+14.3%) Est. Cost $58.33 Unrealized -8.5%

— STORE CAPITAL CORP 0.2%

Value ($000) $536 (+215.3%) Shares 16,000 (+166.7%) Est. Cost $31.19 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	SL GREEN REALTY CORP	22,257 (+206.7%)	$2,002 (+248.8%)	0.6%	$97.83	—	COMMON STOCK	78440X101
CVS	CVS HEALTH CORP	33,729 (+187.6%)	$1,819 (+136.8%)	0.6%	$52.92	-6.5%	COMMON STOCK	126650100
NHI	NATL HEALTH INVESTORS INC	9,500 (+280.0%)	$746 (+294.7%)	0.2%	$75.55	—	COMMON STOCK	63633D104
MO	ALTRIA GROUP INC	49,600 (+6.4%)	$2,849 (+23.8%)	0.9%	$29.24	+1.6%	COMMON STOCK	02209S103
BR	BROADRIDGE FINANCIAL SOLUTIO	14,700 (+37.4%)	$1,524 (+48.0%)	0.5%	$69.67	+28.0%	COMMON STOCK	11133T103
NTAP	NETAPP INC	24,000 (+14.3%)	$1,664 (+32.8%)	0.5%	$58.33	-8.5%	COMMON STOCK	64110D104
—	STORE CAPITAL CORP	16,000 (+166.7%)	$536 (+215.3%)	0.2%	$31.19	—	COMMON STOCK	862121100

Exited Positions (18)

MDLZ MONDELEZ INTERNATIONAL INC-A 0.7%

Value ($000) $2,242 Shares 56,000 Est. Cost $35.59 Unrealized +8.9%

NNN NATIONAL RETAIL PROPERTIES 0.6%

Value ($000) $1,795 Shares 37,000 Est. Cost $44.81 Unrealized —

SHW SHERWIN-WILLIAMS CO/THE 0.6%

Value ($000) $1,771 Shares 4,500 Est. Cost $126.58 Unrealized +3.4%

CNP CENTERPOINT ENERGY INC 0.6%

Value ($000) $1,750 Shares 62,000 Est. Cost $22.53 Unrealized +10.0%

MCO MOODY'S CORP 0.5%

Value ($000) $1,694 Shares 12,100 Est. Cost $121.93 Unrealized +27.1%

VFC VF CORP 0.5%

Value ($000) $1,598 Shares 22,400 Est. Cost $67.00 Unrealized +16.4%

UAL UNITED CONTINENTAL HOLDINGS 0.5%

Value ($000) $1,591 Shares 19,000 Est. Cost $82.48 Unrealized +2.3%

FDX FEDEX CORP 0.5%

Value ($000) $1,517 Shares 9,400 Est. Cost $212.22 Unrealized -26.6%

SEE SEALED AIR CORP 0.4%

Value ($000) $1,359 Shares 39,000 Est. Cost $36.15 Unrealized +1.2%

DGX QUEST DIAGNOSTICS INC 0.4%

Value ($000) $1,249 Shares 15,000 Est. Cost $94.62 Unrealized -20.2%

— LABORATORY CRP OF AMER HLDGS 0.4%

Value ($000) $1,238 Shares 9,800 Est. Cost $126.33 Unrealized —

— EATON VANCE CORP 0.4%

Value ($000) $1,161 Shares 33,000 Est. Cost $52.18 Unrealized —

DUK DUKE ENERGY CORP 0.3%

Value ($000) $1,096 Shares 12,700 Est. Cost $48.72 Unrealized +37.3%

— APARTMENT INVT and MGMT CO -A 0.3%

Value ($000) $1,075 Shares 24,500 Est. Cost $42.52 Unrealized —

JBGS JBG SMITH PROPERTIES 0.1%

Value ($000) $387 Shares 11,118 Est. Cost $34.18 Unrealized —

— SELECT INCOME REIT 0.1%

Value ($000) $360 Shares 48,900 Est. Cost $22.30 Unrealized —

— SPIRIT MTA REIT 0.0%

Value ($000) $66 Shares 9,200 Est. Cost $10.33 Unrealized —

— NEW YORK REIT INC liquidation shs 0.0%

Value ($000) $31 Shares 2,200 Est. Cost $21.36 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MDLZ	MONDELEZ INTERNATIONAL INC-A	56,000	$2,242	0.7%	$35.59	+8.9%	—	609207105
NNN	NATIONAL RETAIL PROPERTIES	37,000	$1,795	0.6%	$44.81	—	—	637417106
SHW	SHERWIN-WILLIAMS CO/THE	4,500	$1,771	0.6%	$126.58	+3.4%	—	824348106
CNP	CENTERPOINT ENERGY INC	62,000	$1,750	0.6%	$22.53	+10.0%	—	15189T107
MCO	MOODY'S CORP	12,100	$1,694	0.5%	$121.93	+27.1%	—	615369105
VFC	VF CORP	22,400	$1,598	0.5%	$67.00	+16.4%	—	918204108
UAL	UNITED CONTINENTAL HOLDINGS	19,000	$1,591	0.5%	$82.48	+2.3%	—	910047109
FDX	FEDEX CORP	9,400	$1,517	0.5%	$212.22	-26.6%	—	31428X106
SEE	SEALED AIR CORP	39,000	$1,359	0.4%	$36.15	+1.2%	—	81211K100
DGX	QUEST DIAGNOSTICS INC	15,000	$1,249	0.4%	$94.62	-20.2%	—	74834L100
—	LABORATORY CRP OF AMER HLDGS	9,800	$1,238	0.4%	$126.33	—	—	50540R409
—	EATON VANCE CORP	33,000	$1,161	0.4%	$52.18	—	—	278265103
DUK	DUKE ENERGY CORP	12,700	$1,096	0.3%	$48.72	+37.3%	—	26441C204
—	APARTMENT INVT and MGMT CO -A	24,500	$1,075	0.3%	$42.52	—	—	03748R101
JBGS	JBG SMITH PROPERTIES	11,118	$387	0.1%	$34.18	—	—	46590V100
—	SELECT INCOME REIT	48,900	$360	0.1%	$22.30	—	—	81618T100
—	SPIRIT MTA REIT	9,200	$66	0.0%	$10.33	—	—	84861U105
—	NEW YORK REIT INC liquidation shs	2,200	$31	0.0%	$21.36	—	—	64976L208

Decreased Positions (123)

PFE PFIZER INC 1.3%

Value ($000) $4,103 (-20.7%) Shares 96,600 (-18.5%) Est. Cost $21.18 Unrealized +38.1%

DIS WALT DISNEY CO/THE 1.0%

Value ($000) $3,175 (-20.9%) Shares 28,600 (-21.9%) Est. Cost $97.17 Unrealized +11.0%

AAPL APPLE INC 2.5%

Value ($000) $7,921 (+9.9%) Shares 41,700 (-8.8%) Est. Cost $27.70 Unrealized +46.0%

DG DOLLAR GENERAL CORP 0.6%

Value ($000) $1,754 (-28.5%) Shares 14,700 (-35.2%) Est. Cost $78.96 Unrealized +34.6%

BIIB BIOGEN INC 0.5%

Value ($000) $1,442 (-32.5%) Shares 6,100 (-14.1%) Est. Cost $360.18 Unrealized -12.6%

HUM HUMANA INC 0.5%

Value ($000) $1,596 (-27.7%) Shares 6,000 (-22.1%) Est. Cost $274.31 Unrealized -1.1%

— CIGNA ORD 0.5%

Value ($000) $1,721 (-25.7%) Shares 10,700 (-12.3%) Est. Cost $186.97 Unrealized —

AZO AUTOZONE INC 0.6%

Value ($000) $1,946 (-20.0%) Shares 1,900 (-34.5%) Est. Cost $715.82 Unrealized +25.4%

SNA SNAP-ON INC 0.4%

Value ($000) $1,409 (-25.4%) Shares 9,000 (-30.8%) Est. Cost $124.36 Unrealized +6.6%

HSY HERSHEY CO/THE 0.5%

Value ($000) $1,677 (-22.1%) Shares 14,600 (-27.4%) Est. Cost $76.30 Unrealized +21.6%

UNH UNITEDHEALTH GROUP INC 1.2%

Value ($000) $3,758 (-10.7%) Shares 15,200 (-10.1%) Est. Cost $235.05 Unrealized -3.2%

SNPS SYNOPSYS INC 0.6%

Value ($000) $1,958 (+29.2%) Shares 17,000 (-5.6%) Est. Cost $95.32 Unrealized +4.0%

SBUX STARBUCKS CORP 0.8%

Value ($000) $2,490 (-15.0%) Shares 33,500 (-26.4%) Est. Cost $43.50 Unrealized +36.2%

— CELGENE CORP 0.7%

Value ($000) $2,170 (+25.4%) Shares 23,000 (-14.8%) Est. Cost $89.48 Unrealized —

PEP PEPSICO INC 1.1%

Value ($000) $3,395 (-11.5%) Shares 27,700 (-20.2%) Est. Cost $81.72 Unrealized +13.1%

D DOMINION ENERGY INC 0.7%

Value ($000) $2,070 (-17.2%) Shares 27,000 (-22.9%) Est. Cost $46.36 Unrealized +16.2%

WM WASTE MANAGEMENT INC 0.6%

Value ($000) $2,005 (-17.5%) Shares 19,300 (-29.3%) Est. Cost $72.68 Unrealized +19.7%

MAS MASCO CORP 0.6%

Value ($000) $1,855 (+28.9%) Shares 47,200 (-4.1%) Est. Cost $33.61 Unrealized -5.1%

ORLY O'REILLY AUTOMOTIVE INC 0.6%

Value ($000) $1,864 (-18.0%) Shares 4,800 (-27.3%) Est. Cost $16.91 Unrealized +43.0%

EGP EASTGROUP PROPERTIES INC 0.1%

Value ($000) $349 (-53.2%) Shares 3,122 (-61.6%) Est. Cost $57.33 Unrealized —

INTU INTUIT INC 0.8%

Value ($000) $2,379 (+19.7%) Shares 9,100 (-9.9%) Est. Cost $100.15 Unrealized +120.7%

L LOEWS CORP 0.5%

Value ($000) $1,519 (-20.0%) Shares 31,700 (-24.0%) Est. Cost $46.03 Unrealized -0.4%

ADP AUTOMATIC DATA PROCESSING 0.7%

Value ($000) $2,316 (-13.8%) Shares 14,500 (-29.3%) Est. Cost $107.77 Unrealized +16.4%

FFIV F5 NETWORKS INC 0.5%

Value ($000) $1,459 (-20.3%) Shares 9,300 (-17.7%) Est. Cost $120.68 Unrealized +33.4%

ILPT INDUSTRIAL LOGISTICS PROPERT 0.4%

Value ($000) $1,242 (-22.6%) Shares 61,572 (-24.5%) Est. Cost $20.74 Unrealized —

PPL PPL CORP 0.5%

Value ($000) $1,673 (-17.6%) Shares 52,700 (-26.5%) Est. Cost $24.04 Unrealized -3.9%

DRH DIAMONDROCK HOSPITALITY CO 0.1%

Value ($000) $162 (-68.7%) Shares 15,000 (-73.7%) Est. Cost $9.11 Unrealized —

TSCO TRACTOR SUPPLY COMPANY 0.5%

Value ($000) $1,613 (-17.7%) Shares 16,500 (-29.8%) Est. Cost $12.36 Unrealized +32.2%

PG PROCTER and GAMBLE CO/THE 1.3%

Value ($000) $4,183 (-7.5%) Shares 40,200 (-18.3%) Est. Cost $71.67 Unrealized +14.5%

KMB KIMBERLY-CLARK CORP 0.6%

Value ($000) $2,057 (-13.6%) Shares 16,600 (-20.6%) Est. Cost $92.91 Unrealized -1.7%

YUM YUM! BRANDS INC 0.6%

Value ($000) $1,777 (-15.2%) Shares 17,800 (-21.9%) Est. Cost $65.28 Unrealized +27.9%

SYK STRYKER CORP 0.7%

Value ($000) $2,252 (+15.8%) Shares 11,400 (-8.1%) Est. Cost $154.78 Unrealized +8.0%

— Life Storage Inc 0.2%

Value ($000) $486 (-38.5%) Shares 5,000 (-41.2%) Est. Cost $86.65 Unrealized —

PLD PROLOGIS INC 0.8%

Value ($000) $2,603 (+13.1%) Shares 36,183 (-7.7%) Est. Cost $33.89 Unrealized +66.3%

AFL AFLAC INC 0.6%

Value ($000) $1,795 (-14.2%) Shares 35,900 (-21.8%) Est. Cost $30.95 Unrealized +32.4%

FISV FISERV INC 0.6%

Value ($000) $1,757 (-14.3%) Shares 19,900 (-28.7%) Est. Cost $64.89 Unrealized +27.2%

— CYRUSONE INC 0.3%

Value ($000) $902 (-23.2%) Shares 17,200 (-22.5%) Est. Cost $48.12 Unrealized —

— INGERSOLL-RAND PLC 0.6%

Value ($000) $1,814 (-12.5%) Shares 16,800 (-47.0%) Est. Cost $88.18 Unrealized —

KLAC KLA-TENCOR CORP 0.5%

Value ($000) $1,743 (+17.3%) Shares 14,600 (-12.0%) Est. Cost $84.23 Unrealized +16.4%

PEB PEBBLEBROOK HOTEL TRUST 0.1%

Value ($000) $384 (-39.3%) Shares 12,355 (-44.7%) Est. Cost $28.32 Unrealized —

LII LENNOX INTERNATIONAL INC 0.6%

Value ($000) $1,745 (-12.4%) Shares 6,600 (-27.5%) Est. Cost $184.49 Unrealized +19.1%

MSI MOTOROLA SOLUTIONS INC 0.6%

Value ($000) $1,825 (-11.9%) Shares 13,000 (-27.8%) Est. Cost $99.23 Unrealized +19.3%

PPG PPG INDUSTRIES INC 0.6%

Value ($000) $1,806 (-11.7%) Shares 16,000 (-20.0%) Est. Cost $92.03 Unrealized +2.0%

— TORCHMARK CORP 0.5%

Value ($000) $1,491 (-13.8%) Shares 18,200 (-21.6%) Est. Cost $61.28 Unrealized —

— QTS REALTY TRUST INC-CL A 0.1%

Value ($000) $360 (-39.3%) Shares 8,000 (-50.0%) Est. Cost $44.33 Unrealized —

REGN REGENERON PHARMACEUTICALS 0.5%

Value ($000) $1,642 (-12.1%) Shares 4,000 (-20.0%) Est. Cost $364.00 Unrealized +12.5%

— UNITI GROUP INC 0.1%

Value ($000) $179 (-55.8%) Shares 16,000 (-38.5%) Est. Cost $16.27 Unrealized —

AGNC AGNC INVESTMENT CORP 0.5%

Value ($000) $1,476 (-13.2%) Shares 82,000 (-15.5%) Est. Cost $18.59 Unrealized —

UNP UNION PACIFIC CORP 0.9%

Value ($000) $2,742 (-7.3%) Shares 16,400 (-23.4%) Est. Cost $93.71 Unrealized +47.4%

CLDT CHATHAM LODGING TRUST 0.1%

Value ($000) $173 (-55.5%) Shares 9,000 (-59.1%) Est. Cost $19.14 Unrealized —

USB US BANCORP 0.6%

Value ($000) $2,043 (-9.5%) Shares 42,400 (-14.2%) Est. Cost $39.21 Unrealized -4.1%

LOW LOWE'S COS INC 0.8%

Value ($000) $2,551 (+9.2%) Shares 23,300 (-7.9%) Est. Cost $56.94 Unrealized +54.7%

MTD METTLER-TOLEDO INTERNATIONAL 0.5%

Value ($000) $1,641 (-11.2%) Shares 2,270 (-30.6%) Est. Cost $316.01 Unrealized +105.7%

CSX CSX CORP 0.7%

Value ($000) $2,245 (+9.5%) Shares 30,000 (-9.1%) Est. Cost $16.81 Unrealized +25.6%

CDW CDW CORP/DE 0.5%

Value ($000) $1,735 (+12.7%) Shares 18,000 (-5.3%) Est. Cost $79.14 Unrealized +3.8%

PAYX PAYCHEX INC 0.6%

Value ($000) $1,869 (+11.2%) Shares 23,300 (-9.7%) Est. Cost $38.27 Unrealized +57.9%

CUBE CUBESMART 0.2%

Value ($000) $545 (-24.0%) Shares 17,000 (-32.0%) Est. Cost $28.20 Unrealized —

CTSH COGNIZANT TECH SOLUTIONS-A 0.6%

Value ($000) $1,891 (+9.9%) Shares 26,100 (-3.7%) Est. Cost $54.73 Unrealized +15.5%

— VEREIT INC 0.4%

Value ($000) $1,256 (+14.8%) Shares 150,000 (-2.0%) Est. Cost $8.45 Unrealized —

— INFRAREIT INC 0.1%

Value ($000) $362 (-30.4%) Shares 17,267 (-30.1%) Est. Cost $17.92 Unrealized —

MMM 3M CO 0.9%

Value ($000) $2,763 (-5.2%) Shares 13,300 (-13.1%) Est. Cost $92.30 Unrealized +42.0%

ROST ROSS STORES INC 0.6%

Value ($000) $1,750 (-7.7%) Shares 18,800 (-17.5%) Est. Cost $48.86 Unrealized +75.4%

IEX IDEX CORP 0.5%

Value ($000) $1,624 (+10.0%) Shares 10,700 (-8.5%) Est. Cost $122.75 Unrealized +6.0%

— CITRIX SYSTEMS INC 0.5%

Value ($000) $1,495 (-8.8%) Shares 15,000 (-6.3%) Est. Cost $111.19 Unrealized —

XOM EXXON MOBIL CORP 1.7%

Value ($000) $5,252 (+2.7%) Shares 65,000 (-13.3%) Est. Cost $56.14 Unrealized -1.3%

KW KENNEDY-WILSON HOLDINGS INC 0.1%

Value ($000) $289 (-32.3%) Shares 13,509 (-42.5%) Est. Cost $18.83 Unrealized +7.7%

EPR EPR PROPERTIES 0.4%

Value ($000) $1,154 (-9.9%) Shares 15,000 (-25.0%) Est. Cost $58.72 Unrealized —

HD HOME DEPOT INC 1.2%

Value ($000) $3,723 (-3.3%) Shares 19,400 (-13.4%) Est. Cost $87.83 Unrealized +76.1%

TRV TRAVELERS COS INC/THE 0.6%

Value ($000) $1,907 (-5.8%) Shares 13,900 (-17.8%) Est. Cost $94.44 Unrealized +16.8%

— RPT REALTY 0.2%

Value ($000) $542 (-17.6%) Shares 45,100 (-18.1%) Est. Cost $11.94 Unrealized —

MRSH MARSH and MCLENNAN COS 0.6%

Value ($000) $2,038 (+5.6%) Shares 21,700 (-10.3%) Est. Cost $50.96 Unrealized +55.7%

EQR EQUITY RESIDENTIAL 0.6%

Value ($000) $1,804 (-5.6%) Shares 23,953 (-17.3%) Est. Cost $45.58 Unrealized +21.9%

UMH UMH PROPERTIES INC 0.1%

Value ($000) $352 (-21.8%) Shares 25,000 (-34.2%) Est. Cost $13.42 Unrealized —

ROK ROCKWELL AUTOMATION INC 0.5%

Value ($000) $1,649 (-5.6%) Shares 9,400 (-19.0%) Est. Cost $90.10 Unrealized +66.5%

FAST FASTENAL CO 0.5%

Value ($000) $1,640 (+6.3%) Shares 25,500 (-13.6%) Est. Cost $11.28 Unrealized +12.0%

ODFL OLD DOMINION FREIGHT LINE 0.5%

Value ($000) $1,516 (+6.8%) Shares 10,500 (-8.7%) Est. Cost $42.89 Unrealized +5.6%

— RETAIL VALUE INC 0.0%

Value ($000) $3 (-96.8%) Shares 99 (-97.3%) Est. Cost $32.70 Unrealized —

RMR RMR GROUP INC/THE - A 0.0%

Value ($000) $65 (-56.1%) Shares 1,069 (-61.6%) Est. Cost $7.12 Unrealized +405.7%

MA MASTERCARD INC - A 1.2%

Value ($000) $3,861 (-2.1%) Shares 16,400 (-21.5%) Est. Cost $89.58 Unrealized +131.3%

TXN TEXAS INSTRUMENTS INC 0.8%

Value ($000) $2,482 (+3.4%) Shares 23,400 (-7.9%) Est. Cost $42.72 Unrealized +99.9%

— NEW SENIOR INVESTMENT GROUP 0.0%

Value ($000) $92 (-46.5%) Shares 16,863 (-59.7%) Est. Cost $10.30 Unrealized —

V VISA INC-CLASS A SHARES 1.4%

Value ($000) $4,592 (-1.7%) Shares 29,400 (-16.9%) Est. Cost $71.26 Unrealized +92.8%

TJX TJX COMPANIES INC 0.7%

Value ($000) $2,182 (+3.8%) Shares 41,000 (-12.8%) Est. Cost $38.58 Unrealized +17.9%

WELL WELLTOWER INC 0.6%

Value ($000) $1,882 (-4.0%) Shares 24,247 (-14.2%) Est. Cost $45.02 Unrealized +33.9%

HIW HIGHWOODS PROPERTIES INC 0.2%

Value ($000) $790 (+11.0%) Shares 16,898 (-8.2%) Est. Cost $42.48 Unrealized —

AVY AVERY DENNISON CORP 0.5%

Value ($000) $1,684 (+4.7%) Shares 14,900 (-16.8%) Est. Cost $61.60 Unrealized +48.6%

IBM INTL BUSINESS MACHINES CORP 0.9%

Value ($000) $2,723 (+2.8%) Shares 19,300 (-17.2%) Est. Cost $102.76 Unrealized -7.9%

AVB AVALONBAY COMMUNITIES INC 0.7%

Value ($000) $2,068 (-3.4%) Shares 10,302 (-16.3%) Est. Cost $123.54 Unrealized +21.8%

EMR EMERSON ELECTRIC CO 0.6%

Value ($000) $1,945 (+3.7%) Shares 28,400 (-9.6%) Est. Cost $49.83 Unrealized +12.4%

— TD AMERITRADE HOLDING CORP 0.4%

Value ($000) $1,400 (-4.7%) Shares 28,000 (-6.7%) Est. Cost $48.97 Unrealized —

— HUDSON PACIFIC PROPERTIES IN 0.3%

Value ($000) $809 (+9.2%) Shares 23,500 (-7.8%) Est. Cost $33.34 Unrealized —

IRM IRON MOUNTAIN INC 0.4%

Value ($000) $1,152 (+6.1%) Shares 32,500 (-3.0%) Est. Cost $22.34 Unrealized +9.4%

— LIBERTY PROPERTY TRUST 0.4%

Value ($000) $1,113 (-5.0%) Shares 22,984 (-17.9%) Est. Cost $35.55 Unrealized —

SPGI SandP GLOBAL INC 0.6%

Value ($000) $2,042 (+2.7%) Shares 9,700 (-17.1%) Est. Cost $96.34 Unrealized +89.6%

GNL GLOBAL NET LEASE INC 0.2%

Value ($000) $567 (-8.1%) Shares 29,992 (-14.3%) Est. Cost $19.61 Unrealized —

MAA MID-AMERICA APARTMENT COMM 1.0%

Value ($000) $3,066 (-1.6%) Shares 28,050 (-13.8%) Est. Cost $71.18 Unrealized +14.5%

CSCO CISCO SYSTEMS INC 1.3%

Value ($000) $4,157 (-1.1%) Shares 77,000 (-20.6%) Est. Cost $36.04 Unrealized +9.6%

SO SOUTHERN CO/THE 0.6%

Value ($000) $2,041 (-2.2%) Shares 39,500 (-16.8%) Est. Cost $30.33 Unrealized +23.3%

KRG KITE REALTY GROUP TRUST 0.2%

Value ($000) $598 (-6.6%) Shares 37,400 (-17.6%) Est. Cost $24.26 Unrealized —

SKT TANGER FACTORY OUTLET CENTER 0.2%

Value ($000) $598 (-6.1%) Shares 28,500 (-9.5%) Est. Cost $32.90 Unrealized —

— SPIRIT REALTY CAPITAL INC 0.2%

Value ($000) $612 (-5.7%) Shares 15,400 (-16.3%) Est. Cost $35.27 Unrealized —

MPT MEDICAL PROPERTIES TRUST INC 0.3%

Value ($000) $963 (-3.4%) Shares 52,000 (-16.1%) Est. Cost $13.20 Unrealized —

DLR DIGITAL REALTY TRUST INC 0.5%

Value ($000) $1,719 (-1.9%) Shares 14,447 (-12.2%) Est. Cost $56.75 Unrealized +54.7%

— HEALTHCARE TRUST OF AME-CL A 0.3%

Value ($000) $943 (+3.5%) Shares 33,000 (-8.3%) Est. Cost $25.31 Unrealized —

GLPI GAMING AND LEISURE PROPERTIE 0.4%

Value ($000) $1,176 (+2.5%) Shares 30,500 (-14.1%) Est. Cost $34.15 Unrealized —

— HCP INC 0.3%

Value ($000) $1,033 (-2.7%) Shares 33,007 (-13.2%) Est. Cost $39.95 Unrealized —

EXPD EXPEDITORS INTL WASH INC 0.5%

Value ($000) $1,579 (+1.7%) Shares 20,800 (-8.8%) Est. Cost $58.41 Unrealized +13.7%

ITW ILLINOIS TOOL WORKS 0.6%

Value ($000) $1,952 (+1.3%) Shares 13,600 (-10.5%) Est. Cost $71.05 Unrealized +64.7%

PEG PUBLIC SERVICE ENTERPRISE GP 0.6%

Value ($000) $1,907 (-1.2%) Shares 32,100 (-13.5%) Est. Cost $38.05 Unrealized +16.4%

ZTS ZOETIS INC 0.7%

Value ($000) $2,134 (+1.0%) Shares 21,200 (-14.2%) Est. Cost $74.07 Unrealized +16.0%

ALL ALLSTATE CORP 0.6%

Value ($000) $1,846 (+1.1%) Shares 19,600 (-11.3%) Est. Cost $58.58 Unrealized +31.3%

MSFT MICROSOFT CORP 2.5%

Value ($000) $7,916 (-0.2%) Shares 67,120 (-14.1%) Est. Cost $39.56 Unrealized +158.6%

MCD MCDONALD'S CORP 0.9%

Value ($000) $2,981 (+0.5%) Shares 15,700 (-6.0%) Est. Cost $150.10 Unrealized +3.0%

HST HOST HOTELS and RESORTS INC 0.4%

Value ($000) $1,273 (-1.2%) Shares 67,343 (-12.9%) Est. Cost $13.12 Unrealized +9.0%

CPT CAMDEN PROPERTY TRUST 0.4%

Value ($000) $1,241 (-1.0%) Shares 12,231 (-14.1%) Est. Cost $53.59 Unrealized +41.8%

— AMERICAN CAMPUS COMMUNITIES 0.3%

Value ($000) $1,047 (+1.2%) Shares 22,000 (-12.0%) Est. Cost $39.40 Unrealized —

— Colony Capital Inc 0.2%

Value ($000) $677 (-1.7%) Shares 127,286 (-13.6%) Est. Cost $7.41 Unrealized —

SBRA SABRA HEALTH CARE REIT INC 0.3%

Value ($000) $1,010 (-1.0%) Shares 51,874 (-16.2%) Est. Cost $22.64 Unrealized —

— PHYSICIANS REALTY TRUST 0.3%

Value ($000) $828 (+1.2%) Shares 44,000 (-13.7%) Est. Cost $16.08 Unrealized —

UPS UNITED PARCEL SERVICE-CL B 0.7%

Value ($000) $2,374 (+0.4%) Shares 21,250 (-12.4%) Est. Cost $71.92 Unrealized +12.6%

SPG SIMON PROPERTY GROUP INC 2.0%

Value ($000) $6,378 (-0.1%) Shares 35,006 (-7.9%) Est. Cost $114.26 Unrealized +6.4%

AHRT ARMADA HOFFLER PROPERTIES IN 0.1%

Value ($000) $360 (-1.9%) Shares 23,101 (-11.5%) Est. Cost $13.77 Unrealized —

— COLUMBIA PROPERTY TRUST INC 0.2%

Value ($000) $675 (-0.3%) Shares 30,000 (-14.3%) Est. Cost $22.21 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PFE	PFIZER INC	96,600 (-18.5%)	$4,103 (-20.7%)	1.3%	$21.18	+38.1%	COMMON STOCK	717081103
DIS	WALT DISNEY CO/THE	28,600 (-21.9%)	$3,175 (-20.9%)	1.0%	$97.17	+11.0%	COMMON STOCK	254687106
AAPL	APPLE INC	41,700 (-8.8%)	$7,921 (+9.9%)	2.5%	$27.70	+46.0%	COMMON STOCK	037833100
DG	DOLLAR GENERAL CORP	14,700 (-35.2%)	$1,754 (-28.5%)	0.6%	$78.96	+34.6%	COMMON STOCK	256677105
BIIB	BIOGEN INC	6,100 (-14.1%)	$1,442 (-32.5%)	0.5%	$360.18	-12.6%	COMMON STOCK	09062X103
HUM	HUMANA INC	6,000 (-22.1%)	$1,596 (-27.7%)	0.5%	$274.31	-1.1%	COMMON STOCK	444859102
—	CIGNA ORD	10,700 (-12.3%)	$1,721 (-25.7%)	0.5%	$186.97	—	COMMON STOCK	125509109
AZO	AUTOZONE INC	1,900 (-34.5%)	$1,946 (-20.0%)	0.6%	$715.82	+25.4%	COMMON STOCK	053332102
SNA	SNAP-ON INC	9,000 (-30.8%)	$1,409 (-25.4%)	0.4%	$124.36	+6.6%	COMMON STOCK	833034101
HSY	HERSHEY CO/THE	14,600 (-27.4%)	$1,677 (-22.1%)	0.5%	$76.30	+21.6%	COMMON STOCK	427866108
UNH	UNITEDHEALTH GROUP INC	15,200 (-10.1%)	$3,758 (-10.7%)	1.2%	$235.05	-3.2%	COMMON STOCK	91324P102
SNPS	SYNOPSYS INC	17,000 (-5.6%)	$1,958 (+29.2%)	0.6%	$95.32	+4.0%	COMMON STOCK	871607107
SBUX	STARBUCKS CORP	33,500 (-26.4%)	$2,490 (-15.0%)	0.8%	$43.50	+36.2%	COMMON STOCK	855244109
—	CELGENE CORP	23,000 (-14.8%)	$2,170 (+25.4%)	0.7%	$89.48	—	COMMON STOCK	151020104
PEP	PEPSICO INC	27,700 (-20.2%)	$3,395 (-11.5%)	1.1%	$81.72	+13.1%	COMMON STOCK	713448108
D	DOMINION ENERGY INC	27,000 (-22.9%)	$2,070 (-17.2%)	0.7%	$46.36	+16.2%	COMMON STOCK	25746U109
WM	WASTE MANAGEMENT INC	19,300 (-29.3%)	$2,005 (-17.5%)	0.6%	$72.68	+19.7%	COMMON STOCK	94106L109
MAS	MASCO CORP	47,200 (-4.1%)	$1,855 (+28.9%)	0.6%	$33.61	-5.1%	COMMON STOCK	574599106
ORLY	O'REILLY AUTOMOTIVE INC	4,800 (-27.3%)	$1,864 (-18.0%)	0.6%	$16.91	+43.0%	COMMON STOCK	67103H107
EGP	EASTGROUP PROPERTIES INC	3,122 (-61.6%)	$349 (-53.2%)	0.1%	$57.33	—	COMMON STOCK	277276101
INTU	INTUIT INC	9,100 (-9.9%)	$2,379 (+19.7%)	0.8%	$100.15	+120.7%	COMMON STOCK	461202103
L	LOEWS CORP	31,700 (-24.0%)	$1,519 (-20.0%)	0.5%	$46.03	-0.4%	COMMON STOCK	540424108
ADP	AUTOMATIC DATA PROCESSING	14,500 (-29.3%)	$2,316 (-13.8%)	0.7%	$107.77	+16.4%	COMMON STOCK	053015103
FFIV	F5 NETWORKS INC	9,300 (-17.7%)	$1,459 (-20.3%)	0.5%	$120.68	+33.4%	COMMON STOCK	315616102
ILPT	INDUSTRIAL LOGISTICS PROPERT	61,572 (-24.5%)	$1,242 (-22.6%)	0.4%	$20.74	—	COMMON STOCK	456237106
PPL	PPL CORP	52,700 (-26.5%)	$1,673 (-17.6%)	0.5%	$24.04	-3.9%	COMMON STOCK	69351T106
DRH	DIAMONDROCK HOSPITALITY CO	15,000 (-73.7%)	$162 (-68.7%)	0.1%	$9.11	—	COMMON STOCK	252784301
TSCO	TRACTOR SUPPLY COMPANY	16,500 (-29.8%)	$1,613 (-17.7%)	0.5%	$12.36	+32.2%	COMMON STOCK	892356106
PG	PROCTER and GAMBLE CO/THE	40,200 (-18.3%)	$4,183 (-7.5%)	1.3%	$71.67	+14.5%	COMMON STOCK	742718109
KMB	KIMBERLY-CLARK CORP	16,600 (-20.6%)	$2,057 (-13.6%)	0.6%	$92.91	-1.7%	COMMON STOCK	494368103
YUM	YUM! BRANDS INC	17,800 (-21.9%)	$1,777 (-15.2%)	0.6%	$65.28	+27.9%	COMMON STOCK	988498101
SYK	STRYKER CORP	11,400 (-8.1%)	$2,252 (+15.8%)	0.7%	$154.78	+8.0%	COMMON STOCK	863667101
—	Life Storage Inc	5,000 (-41.2%)	$486 (-38.5%)	0.2%	$86.65	—	COMMON STOCK	53223X107
PLD	PROLOGIS INC	36,183 (-7.7%)	$2,603 (+13.1%)	0.8%	$33.89	+66.3%	COMMON STOCK	74340W103
AFL	AFLAC INC	35,900 (-21.8%)	$1,795 (-14.2%)	0.6%	$30.95	+32.4%	COMMON STOCK	001055102
FISV	FISERV INC	19,900 (-28.7%)	$1,757 (-14.3%)	0.6%	$64.89	+27.2%	COMMON STOCK	337738108
—	CYRUSONE INC	17,200 (-22.5%)	$902 (-23.2%)	0.3%	$48.12	—	COMMON STOCK	23283R100
—	INGERSOLL-RAND PLC	16,800 (-47.0%)	$1,814 (-12.5%)	0.6%	$88.18	—	COMMON STOCK	000000000
KLAC	KLA-TENCOR CORP	14,600 (-12.0%)	$1,743 (+17.3%)	0.5%	$84.23	+16.4%	COMMON STOCK	482480100
PEB	PEBBLEBROOK HOTEL TRUST	12,355 (-44.7%)	$384 (-39.3%)	0.1%	$28.32	—	COMMON STOCK	70509V100
LII	LENNOX INTERNATIONAL INC	6,600 (-27.5%)	$1,745 (-12.4%)	0.6%	$184.49	+19.1%	COMMON STOCK	526107107
MSI	MOTOROLA SOLUTIONS INC	13,000 (-27.8%)	$1,825 (-11.9%)	0.6%	$99.23	+19.3%	COMMON STOCK	620076307
PPG	PPG INDUSTRIES INC	16,000 (-20.0%)	$1,806 (-11.7%)	0.6%	$92.03	+2.0%	COMMON STOCK	693506107
—	TORCHMARK CORP	18,200 (-21.6%)	$1,491 (-13.8%)	0.5%	$61.28	—	COMMON STOCK	891027104
—	QTS REALTY TRUST INC-CL A	8,000 (-50.0%)	$360 (-39.3%)	0.1%	$44.33	—	COMMON STOCK	74736A103
REGN	REGENERON PHARMACEUTICALS	4,000 (-20.0%)	$1,642 (-12.1%)	0.5%	$364.00	+12.5%	COMMON STOCK	75886F107
—	UNITI GROUP INC	16,000 (-38.5%)	$179 (-55.8%)	0.1%	$16.27	—	COMMON STOCK	91325V108
AGNC	AGNC INVESTMENT CORP	82,000 (-15.5%)	$1,476 (-13.2%)	0.5%	$18.59	—	COMMON STOCK	00123Q104
UNP	UNION PACIFIC CORP	16,400 (-23.4%)	$2,742 (-7.3%)	0.9%	$93.71	+47.4%	COMMON STOCK	907818108
CLDT	CHATHAM LODGING TRUST	9,000 (-59.1%)	$173 (-55.5%)	0.1%	$19.14	—	COMMON STOCK	16208T102
USB	US BANCORP	42,400 (-14.2%)	$2,043 (-9.5%)	0.6%	$39.21	-4.1%	COMMON STOCK	902973304
LOW	LOWE'S COS INC	23,300 (-7.9%)	$2,551 (+9.2%)	0.8%	$56.94	+54.7%	COMMON STOCK	548661107
MTD	METTLER-TOLEDO INTERNATIONAL	2,270 (-30.6%)	$1,641 (-11.2%)	0.5%	$316.01	+105.7%	COMMON STOCK	592688105
CSX	CSX CORP	30,000 (-9.1%)	$2,245 (+9.5%)	0.7%	$16.81	+25.6%	COMMON STOCK	126408103
CDW	CDW CORP/DE	18,000 (-5.3%)	$1,735 (+12.7%)	0.5%	$79.14	+3.8%	COMMON STOCK	12514G108
PAYX	PAYCHEX INC	23,300 (-9.7%)	$1,869 (+11.2%)	0.6%	$38.27	+57.9%	COMMON STOCK	704326107
CUBE	CUBESMART	17,000 (-32.0%)	$545 (-24.0%)	0.2%	$28.20	—	COMMON STOCK	229663109
CTSH	COGNIZANT TECH SOLUTIONS-A	26,100 (-3.7%)	$1,891 (+9.9%)	0.6%	$54.73	+15.5%	COMMON STOCK	192446102
—	VEREIT INC	150,000 (-2.0%)	$1,256 (+14.8%)	0.4%	$8.45	—	COMMON STOCK	92339V100
—	INFRAREIT INC	17,267 (-30.1%)	$362 (-30.4%)	0.1%	$17.92	—	COMMON STOCK	45685L100
MMM	3M CO	13,300 (-13.1%)	$2,763 (-5.2%)	0.9%	$92.30	+42.0%	COMMON STOCK	88579Y101
ROST	ROSS STORES INC	18,800 (-17.5%)	$1,750 (-7.7%)	0.6%	$48.86	+75.4%	COMMON STOCK	778296103
IEX	IDEX CORP	10,700 (-8.5%)	$1,624 (+10.0%)	0.5%	$122.75	+6.0%	COMMON STOCK	45167R104
—	CITRIX SYSTEMS INC	15,000 (-6.3%)	$1,495 (-8.8%)	0.5%	$111.19	—	COMMON STOCK	177376100
XOM	EXXON MOBIL CORP	65,000 (-13.3%)	$5,252 (+2.7%)	1.7%	$56.14	-1.3%	COMMON STOCK	30231G102
KW	KENNEDY-WILSON HOLDINGS INC	13,509 (-42.5%)	$289 (-32.3%)	0.1%	$18.83	+7.7%	COMMON STOCK	489398107
EPR	EPR PROPERTIES	15,000 (-25.0%)	$1,154 (-9.9%)	0.4%	$58.72	—	COMMON STOCK	26884U109
HD	HOME DEPOT INC	19,400 (-13.4%)	$3,723 (-3.3%)	1.2%	$87.83	+76.1%	COMMON STOCK	437076102
TRV	TRAVELERS COS INC/THE	13,900 (-17.8%)	$1,907 (-5.8%)	0.6%	$94.44	+16.8%	COMMON STOCK	89417E109
—	RPT REALTY	45,100 (-18.1%)	$542 (-17.6%)	0.2%	$11.94	—	COMMON STOCK	74971D101
MRSH	MARSH and MCLENNAN COS	21,700 (-10.3%)	$2,038 (+5.6%)	0.6%	$50.96	+55.7%	COMMON STOCK	571748102
EQR	EQUITY RESIDENTIAL	23,953 (-17.3%)	$1,804 (-5.6%)	0.6%	$45.58	+21.9%	COMMON STOCK	29476L107
UMH	UMH PROPERTIES INC	25,000 (-34.2%)	$352 (-21.8%)	0.1%	$13.42	—	COMMON STOCK	903002103
ROK	ROCKWELL AUTOMATION INC	9,400 (-19.0%)	$1,649 (-5.6%)	0.5%	$90.10	+66.5%	COMMON STOCK	773903109
FAST	FASTENAL CO	25,500 (-13.6%)	$1,640 (+6.3%)	0.5%	$11.28	+12.0%	COMMON STOCK	311900104
ODFL	OLD DOMINION FREIGHT LINE	10,500 (-8.7%)	$1,516 (+6.8%)	0.5%	$42.89	+5.6%	COMMON STOCK	679580100
—	RETAIL VALUE INC	99 (-97.3%)	$3 (-96.8%)	0.0%	$32.70	—	COMMON STOCK	76133Q102
RMR	RMR GROUP INC/THE - A	1,069 (-61.6%)	$65 (-56.1%)	0.0%	$7.12	+405.7%	COMMON STOCK	74967R106
MA	MASTERCARD INC - A	16,400 (-21.5%)	$3,861 (-2.1%)	1.2%	$89.58	+131.3%	COMMON STOCK	57636Q104
TXN	TEXAS INSTRUMENTS INC	23,400 (-7.9%)	$2,482 (+3.4%)	0.8%	$42.72	+99.9%	COMMON STOCK	882508104
—	NEW SENIOR INVESTMENT GROUP	16,863 (-59.7%)	$92 (-46.5%)	0.0%	$10.30	—	COMMON STOCK	648691103
V	VISA INC-CLASS A SHARES	29,400 (-16.9%)	$4,592 (-1.7%)	1.4%	$71.26	+92.8%	COMMON STOCK	92826C839
TJX	TJX COMPANIES INC	41,000 (-12.8%)	$2,182 (+3.8%)	0.7%	$38.58	+17.9%	COMMON STOCK	872540109
WELL	WELLTOWER INC	24,247 (-14.2%)	$1,882 (-4.0%)	0.6%	$45.02	+33.9%	COMMON STOCK	95040Q104
HIW	HIGHWOODS PROPERTIES INC	16,898 (-8.2%)	$790 (+11.0%)	0.2%	$42.48	—	COMMON STOCK	431284108
AVY	AVERY DENNISON CORP	14,900 (-16.8%)	$1,684 (+4.7%)	0.5%	$61.60	+48.6%	COMMON STOCK	053611109
IBM	INTL BUSINESS MACHINES CORP	19,300 (-17.2%)	$2,723 (+2.8%)	0.9%	$102.76	-7.9%	COMMON STOCK	459200101
AVB	AVALONBAY COMMUNITIES INC	10,302 (-16.3%)	$2,068 (-3.4%)	0.7%	$123.54	+21.8%	COMMON STOCK	053484101
EMR	EMERSON ELECTRIC CO	28,400 (-9.6%)	$1,945 (+3.7%)	0.6%	$49.83	+12.4%	COMMON STOCK	291011104
—	TD AMERITRADE HOLDING CORP	28,000 (-6.7%)	$1,400 (-4.7%)	0.4%	$48.97	—	COMMON STOCK	87236Y108
—	HUDSON PACIFIC PROPERTIES IN	23,500 (-7.8%)	$809 (+9.2%)	0.3%	$33.34	—	COMMON STOCK	444097109
IRM	IRON MOUNTAIN INC	32,500 (-3.0%)	$1,152 (+6.1%)	0.4%	$22.34	+9.4%	COMMON STOCK	46284V101
—	LIBERTY PROPERTY TRUST	22,984 (-17.9%)	$1,113 (-5.0%)	0.4%	$35.55	—	COMMON STOCK	531172104
SPGI	SandP GLOBAL INC	9,700 (-17.1%)	$2,042 (+2.7%)	0.6%	$96.34	+89.6%	COMMON STOCK	78409V104
GNL	GLOBAL NET LEASE INC	29,992 (-14.3%)	$567 (-8.1%)	0.2%	$19.61	—	COMMON STOCK	379378201
MAA	MID-AMERICA APARTMENT COMM	28,050 (-13.8%)	$3,066 (-1.6%)	1.0%	$71.18	+14.5%	COMMON STOCK	59522J103
CSCO	CISCO SYSTEMS INC	77,000 (-20.6%)	$4,157 (-1.1%)	1.3%	$36.04	+9.6%	COMMON STOCK	17275R102
SO	SOUTHERN CO/THE	39,500 (-16.8%)	$2,041 (-2.2%)	0.6%	$30.33	+23.3%	COMMON STOCK	842587107
KRG	KITE REALTY GROUP TRUST	37,400 (-17.6%)	$598 (-6.6%)	0.2%	$24.26	—	COMMON STOCK	49803T300
SKT	TANGER FACTORY OUTLET CENTER	28,500 (-9.5%)	$598 (-6.1%)	0.2%	$32.90	—	COMMON STOCK	875465106
—	SPIRIT REALTY CAPITAL INC	15,400 (-16.3%)	$612 (-5.7%)	0.2%	$35.27	—	COMMON STOCK	84860W300
MPT	MEDICAL PROPERTIES TRUST INC	52,000 (-16.1%)	$963 (-3.4%)	0.3%	$13.20	—	COMMON STOCK	58463J304
DLR	DIGITAL REALTY TRUST INC	14,447 (-12.2%)	$1,719 (-1.9%)	0.5%	$56.75	+54.7%	COMMON STOCK	253868103
—	HEALTHCARE TRUST OF AME-CL A	33,000 (-8.3%)	$943 (+3.5%)	0.3%	$25.31	—	COMMON STOCK	42225P501
GLPI	GAMING AND LEISURE PROPERTIE	30,500 (-14.1%)	$1,176 (+2.5%)	0.4%	$34.15	—	COMMON STOCK	36467J108
—	HCP INC	33,007 (-13.2%)	$1,033 (-2.7%)	0.3%	$39.95	—	COMMON STOCK	40414L109
EXPD	EXPEDITORS INTL WASH INC	20,800 (-8.8%)	$1,579 (+1.7%)	0.5%	$58.41	+13.7%	COMMON STOCK	302130109
ITW	ILLINOIS TOOL WORKS	13,600 (-10.5%)	$1,952 (+1.3%)	0.6%	$71.05	+64.7%	COMMON STOCK	452308109
PEG	PUBLIC SERVICE ENTERPRISE GP	32,100 (-13.5%)	$1,907 (-1.2%)	0.6%	$38.05	+16.4%	COMMON STOCK	744573106
ZTS	ZOETIS INC	21,200 (-14.2%)	$2,134 (+1.0%)	0.7%	$74.07	+16.0%	COMMON STOCK	98978V103
ALL	ALLSTATE CORP	19,600 (-11.3%)	$1,846 (+1.1%)	0.6%	$58.58	+31.3%	COMMON STOCK	020002101
MSFT	MICROSOFT CORP	67,120 (-14.1%)	$7,916 (-0.2%)	2.5%	$39.56	+158.6%	COMMON STOCK	594918104
MCD	MCDONALD'S CORP	15,700 (-6.0%)	$2,981 (+0.5%)	0.9%	$150.10	+3.0%	COMMON STOCK	580135101
HST	HOST HOTELS and RESORTS INC	67,343 (-12.9%)	$1,273 (-1.2%)	0.4%	$13.12	+9.0%	COMMON STOCK	44107P104
CPT	CAMDEN PROPERTY TRUST	12,231 (-14.1%)	$1,241 (-1.0%)	0.4%	$53.59	+41.8%	COMMON STOCK	133131102
—	AMERICAN CAMPUS COMMUNITIES	22,000 (-12.0%)	$1,047 (+1.2%)	0.3%	$39.40	—	COMMON STOCK	024835100
—	Colony Capital Inc	127,286 (-13.6%)	$677 (-1.7%)	0.2%	$7.41	—	COMMON STOCK	19625W104
SBRA	SABRA HEALTH CARE REIT INC	51,874 (-16.2%)	$1,010 (-1.0%)	0.3%	$22.64	—	COMMON STOCK	78573L106
—	PHYSICIANS REALTY TRUST	44,000 (-13.7%)	$828 (+1.2%)	0.3%	$16.08	—	COMMON STOCK	71943U104
UPS	UNITED PARCEL SERVICE-CL B	21,250 (-12.4%)	$2,374 (+0.4%)	0.7%	$71.92	+12.6%	COMMON STOCK	911312106
SPG	SIMON PROPERTY GROUP INC	35,006 (-7.9%)	$6,378 (-0.1%)	2.0%	$114.26	+6.4%	COMMON STOCK	828806109
AHRT	ARMADA HOFFLER PROPERTIES IN	23,101 (-11.5%)	$360 (-1.9%)	0.1%	$13.77	—	COMMON STOCK	04208T108
—	COLUMBIA PROPERTY TRUST INC	30,000 (-14.3%)	$675 (-0.3%)	0.2%	$22.21	—	COMMON STOCK	198287203

Unchanged Positions (63)

BBY BEST BUY CO INC 0.5%

Value ($000) $1,698 Shares 23,900 Est. Cost $39.62 Unrealized +20.5%

AOS SMITH (A.O.) CORP 0.5%

Value ($000) $1,701 Shares 31,900 Est. Cost $53.41 Unrealized -18.0%

— CDK GLOBAL INC 0.5%

Value ($000) $1,718 Shares 29,200 Est. Cost $69.32 Unrealized —

AMP AMERIPRISE FINANCIAL INC 0.5%

Value ($000) $1,704 Shares 13,300 Est. Cost $110.44 Unrealized -1.0%

DRI DARDEN RESTAURANTS INC 0.5%

Value ($000) $1,676 Shares 13,800 Est. Cost $87.79 Unrealized +3.3%

CTAS CINTAS CORP 0.6%

Value ($000) $1,758 Shares 8,700 Est. Cost $47.83 Unrealized -5.2%

SWKS SKYWORKS SOLUTIONS INC 0.5%

Value ($000) $1,501 Shares 18,200 Est. Cost $70.45 Unrealized -6.9%

CDP CORPORATE OFFICE PROPERTIES 0.3%

Value ($000) $1,106 Shares 40,500 Est. Cost $25.93 Unrealized —

APH AMPHENOL CORP-CL A 0.6%

Value ($000) $1,747 Shares 18,500 Est. Cost $20.05 Unrealized +4.4%

ARE ALEXANDRIA REAL ESTATE EQUIT 0.4%

Value ($000) $1,219 Shares 8,550 Est. Cost $64.41 Unrealized +57.7%

BDN BRANDYWINE REALTY TRUST 0.4%

Value ($000) $1,134 Shares 71,500 Est. Cost $14.11 Unrealized —

VZ VERIZON COMMUNICATIONS INC 1.3%

Value ($000) $4,228 Shares 71,500 Est. Cost $38.62 Unrealized +0.9%

BMY BRISTOL-MYERS SQUIBB CO 0.7%

Value ($000) $2,242 Shares 47,000 Est. Cost $44.98 Unrealized -14.8%

REG REGENCY CENTERS CORP 0.5%

Value ($000) $1,519 Shares 22,500 Est. Cost $46.71 Unrealized +2.8%

RHI ROBERT HALF INTL INC 0.5%

Value ($000) $1,531 Shares 23,500 Est. Cost $54.01 Unrealized +17.5%

— PEOPLE'S UNITED FINANCIAL 0.5%

Value ($000) $1,480 Shares 90,000 Est. Cost $17.12 Unrealized —

SEIC SEI INVESTMENTS COMPANY 0.5%

Value ($000) $1,463 Shares 28,000 Est. Cost $46.88 Unrealized -2.4%

— TIER REIT INC 0.2%

Value ($000) $573 Shares 20,000 Est. Cost $17.35 Unrealized —

UDR UDR INC 0.4%

Value ($000) $1,206 Shares 26,519 Est. Cost $25.00 Unrealized +35.1%

BRX BRIXMOR PROPERTY GROUP INC 0.2%

Value ($000) $766 Shares 41,711 Est. Cost $25.33 Unrealized —

VTR VENTAS INC 0.6%

Value ($000) $1,810 Shares 28,362 Est. Cost $45.96 Unrealized +2.8%

PSA PUBLIC STORAGE 0.6%

Value ($000) $1,919 Shares 8,813 Est. Cost $133.35 Unrealized +17.9%

ESS ESSEX PROPERTY TRUST INC 0.3%

Value ($000) $868 Shares 3,000 Est. Cost $158.15 Unrealized +35.9%

BXP BOSTON PROPERTIES INC 0.2%

Value ($000) $778 Shares 5,814 Est. Cost $86.39 Unrealized +7.2%

— CBS CORP-CLASS B NON VOTING 0.5%

Value ($000) $1,521 Shares 32,000 Est. Cost $57.44 Unrealized —

STAG STAG INDUSTRIAL INC 0.2%

Value ($000) $756 Shares 25,500 Est. Cost $19.32 Unrealized —

JBHT HUNT (JB) TRANSPRT SVCS INC 0.5%

Value ($000) $1,448 Shares 14,300 Est. Cost $111.28 Unrealized -12.6%

— COUSINS PROPERTIES INC 0.2%

Value ($000) $570 Shares 59,000 Est. Cost $10.38 Unrealized —

SYY SYSCO CORP 0.5%

Value ($000) $1,649 Shares 24,700 Est. Cost $55.73 Unrealized -2.9%

GWW WW GRAINGER INC 0.5%

Value ($000) $1,535 Shares 5,100 Est. Cost $235.02 Unrealized +15.6%

— A SITE CENTER REIT 0.2%

Value ($000) $504 Shares 37,000 Est. Cost $17.89 Unrealized —

— WEINGARTEN REALTY INVESTORS 0.2%

Value ($000) $509 Shares 17,314 Est. Cost $34.81 Unrealized —

KIM KIMCO REALTY CORP 0.1%

Value ($000) $375 Shares 20,295 Est. Cost $15.89 Unrealized -21.6%

ADM ARCHER-DANIELS-MIDLAND CO 0.5%

Value ($000) $1,488 Shares 34,500 Est. Cost $37.72 Unrealized -7.5%

VRE MACK-CALI REALTY CORP 0.2%

Value ($000) $622 Shares 28,000 Est. Cost $21.96 Unrealized —

— DUKE REALTY CORP 0.2%

Value ($000) $480 Shares 15,707 Est. Cost $20.79 Unrealized —

AMH AMERICAN HOMES 4 RENT- A 0.2%

Value ($000) $568 Shares 25,000 Est. Cost $21.54 Unrealized —

AMGN AMGEN INC 0.9%

Value ($000) $2,755 Shares 14,500 Est. Cost $156.83 Unrealized -1.4%

— HOSPITALITY PROPERTIES TRUST 0.2%

Value ($000) $717 Shares 27,266 Est. Cost $30.11 Unrealized —

VNO VORNADO REALTY TRUST 0.2%

Value ($000) $758 Shares 11,237 Est. Cost $103.92 Unrealized —

KRC KILROY REALTY CORP 0.1%

Value ($000) $304 Shares 4,000 Est. Cost $61.75 Unrealized —

— CHESAPEAKE LODGING TRUST 0.1%

Value ($000) $403 Shares 14,500 Est. Cost $30.65 Unrealized —

— TAUBMAN CENTERS INC 0.1%

Value ($000) $317 Shares 6,000 Est. Cost $71.17 Unrealized —

INVH INVITATION HOMES INC 0.1%

Value ($000) $236 Shares 9,684 Est. Cost $18.66 Unrealized -0.5%

— MONMOUTH REAL ESTATE INV COR 0.2%

Value ($000) $685 Shares 52,000 Est. Cost $14.71 Unrealized —

RLJ RLJ LODGING TRUST 0.2%

Value ($000) $506 Shares 28,800 Est. Cost $29.23 Unrealized —

ELME WASHINGTON REIT 0.1%

Value ($000) $170 Shares 6,000 Est. Cost $32.67 Unrealized —

FPI FARMLAND PARTNERS INC 0.0%

Value ($000) $109 Shares 17,000 Est. Cost $8.35 Unrealized —

INN SUMMIT HOTEL PROPERTIES INC 0.1%

Value ($000) $213 Shares 18,700 Est. Cost $13.19 Unrealized —

— BOOKING HOLDINGS INC 0.7%

Value ($000) $2,268 Shares 1,300 Est. Cost $1983.85 Unrealized —

— ALLEGHANY CORP 0.5%

Value ($000) $1,531 Shares 2,500 Est. Cost $623.20 Unrealized —

ESRT EMPIRE STATE REALTY TRUST-A 0.1%

Value ($000) $269 Shares 17,000 Est. Cost $17.78 Unrealized —

APLE APPLE HOSPITALITY REIT INC 0.1%

Value ($000) $212 Shares 13,000 Est. Cost $14.23 Unrealized —

— URSTADT BIDDLE - CLASS A 0.1%

Value ($000) $351 Shares 17,000 Est. Cost $21.31 Unrealized —

— PREFERRED APARTMENT COMMUN-A 0.1%

Value ($000) $445 Shares 30,000 Est. Cost $16.02 Unrealized —

FSP FRANKLIN STREET PROPERTIES C 0.0%

Value ($000) $144 Shares 20,000 Est. Cost $8.55 Unrealized —

SHO SUNSTONE HOTEL INVESTORS INC 0.1%

Value ($000) $187 Shares 13,000 Est. Cost $15.23 Unrealized —

— HEALTHCARE REALTY TRUST INC 0.0%

Value ($000) $131 Shares 4,082 Est. Cost $27.68 Unrealized —

— CBL and ASSOCIATES PROPERTIES 0.0%

Value ($000) $50 Shares 32,000 Est. Cost $9.31 Unrealized —

OMC OMNICOM GROUP 0.5%

Value ($000) $1,511 Shares 20,700 Est. Cost $57.22 Unrealized +2.2%

— SENIOR HOUSING PROP TRUST 0.2%

Value ($000) $661 Shares 56,100 Est. Cost $17.58 Unrealized —

— HERSHA HOSPITALITY TRUST 0.0%

Value ($000) $137 Shares 8,000 Est. Cost $21.50 Unrealized —

MAC MACERICH CO/THE 0.1%

Value ($000) $358 Shares 8,266 Est. Cost $81.58 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BBY	BEST BUY CO INC	23,900	$1,698	0.5%	$39.62	+20.5%	COMMON STOCK	086516101
AOS	SMITH (A.O.) CORP	31,900	$1,701	0.5%	$53.41	-18.0%	COMMON STOCK	831865209
—	CDK GLOBAL INC	29,200	$1,718	0.5%	$69.32	—	COMMON STOCK	12508E101
AMP	AMERIPRISE FINANCIAL INC	13,300	$1,704	0.5%	$110.44	-1.0%	COMMON STOCK	03076C106
DRI	DARDEN RESTAURANTS INC	13,800	$1,676	0.5%	$87.79	+3.3%	COMMON STOCK	237194105
CTAS	CINTAS CORP	8,700	$1,758	0.6%	$47.83	-5.2%	COMMON STOCK	172908105
SWKS	SKYWORKS SOLUTIONS INC	18,200	$1,501	0.5%	$70.45	-6.9%	COMMON STOCK	83088M102
CDP	CORPORATE OFFICE PROPERTIES	40,500	$1,106	0.3%	$25.93	—	COMMON STOCK	22002T108
APH	AMPHENOL CORP-CL A	18,500	$1,747	0.6%	$20.05	+4.4%	COMMON STOCK	032095101
ARE	ALEXANDRIA REAL ESTATE EQUIT	8,550	$1,219	0.4%	$64.41	+57.7%	COMMON STOCK	015271109
BDN	BRANDYWINE REALTY TRUST	71,500	$1,134	0.4%	$14.11	—	COMMON STOCK	105368203
VZ	VERIZON COMMUNICATIONS INC	71,500	$4,228	1.3%	$38.62	+0.9%	COMMON STOCK	92343V104
BMY	BRISTOL-MYERS SQUIBB CO	47,000	$2,242	0.7%	$44.98	-14.8%	COMMON STOCK	110122108
REG	REGENCY CENTERS CORP	22,500	$1,519	0.5%	$46.71	+2.8%	COMMON STOCK	758849103
RHI	ROBERT HALF INTL INC	23,500	$1,531	0.5%	$54.01	+17.5%	COMMON STOCK	770323103
—	PEOPLE'S UNITED FINANCIAL	90,000	$1,480	0.5%	$17.12	—	COMMON STOCK	712704105
SEIC	SEI INVESTMENTS COMPANY	28,000	$1,463	0.5%	$46.88	-2.4%	COMMON STOCK	784117103
—	TIER REIT INC	20,000	$573	0.2%	$17.35	—	COMMON STOCK	88650V208
UDR	UDR INC	26,519	$1,206	0.4%	$25.00	+35.1%	COMMON STOCK	902653104
BRX	BRIXMOR PROPERTY GROUP INC	41,711	$766	0.2%	$25.33	—	COMMON STOCK	11120U105
VTR	VENTAS INC	28,362	$1,810	0.6%	$45.96	+2.8%	COMMON STOCK	92276F100
PSA	PUBLIC STORAGE	8,813	$1,919	0.6%	$133.35	+17.9%	COMMON STOCK	74460D109
ESS	ESSEX PROPERTY TRUST INC	3,000	$868	0.3%	$158.15	+35.9%	COMMON STOCK	297178105
BXP	BOSTON PROPERTIES INC	5,814	$778	0.2%	$86.39	+7.2%	COMMON STOCK	101121101
—	CBS CORP-CLASS B NON VOTING	32,000	$1,521	0.5%	$57.44	—	COMMON STOCK	124857202
STAG	STAG INDUSTRIAL INC	25,500	$756	0.2%	$19.32	—	COMMON STOCK	85254J102
JBHT	HUNT (JB) TRANSPRT SVCS INC	14,300	$1,448	0.5%	$111.28	-12.6%	COMMON STOCK	445658107
—	COUSINS PROPERTIES INC	59,000	$570	0.2%	$10.38	—	COMMON STOCK	222795106
SYY	SYSCO CORP	24,700	$1,649	0.5%	$55.73	-2.9%	COMMON STOCK	871829107
GWW	WW GRAINGER INC	5,100	$1,535	0.5%	$235.02	+15.6%	COMMON STOCK	384802104
—	A SITE CENTER REIT	37,000	$504	0.2%	$17.89	—	COMMON STOCK	23317H854
—	WEINGARTEN REALTY INVESTORS	17,314	$509	0.2%	$34.81	—	COMMON STOCK	948741103
KIM	KIMCO REALTY CORP	20,295	$375	0.1%	$15.89	-21.6%	COMMON STOCK	49446R109
ADM	ARCHER-DANIELS-MIDLAND CO	34,500	$1,488	0.5%	$37.72	-7.5%	COMMON STOCK	039483102
VRE	MACK-CALI REALTY CORP	28,000	$622	0.2%	$21.96	—	COMMON STOCK	554489104
—	DUKE REALTY CORP	15,707	$480	0.2%	$20.79	—	COMMON STOCK	264411505
AMH	AMERICAN HOMES 4 RENT- A	25,000	$568	0.2%	$21.54	—	COMMON STOCK	02665T306
AMGN	AMGEN INC	14,500	$2,755	0.9%	$156.83	-1.4%	COMMON STOCK	031162100
—	HOSPITALITY PROPERTIES TRUST	27,266	$717	0.2%	$30.11	—	COMMON STOCK	44106M102
VNO	VORNADO REALTY TRUST	11,237	$758	0.2%	$103.92	—	COMMON STOCK	929042109
KRC	KILROY REALTY CORP	4,000	$304	0.1%	$61.75	—	COMMON STOCK	49427F108
—	CHESAPEAKE LODGING TRUST	14,500	$403	0.1%	$30.65	—	COMMON STOCK	165240102
—	TAUBMAN CENTERS INC	6,000	$317	0.1%	$71.17	—	COMMON STOCK	876664103
INVH	INVITATION HOMES INC	9,684	$236	0.1%	$18.66	-0.5%	COMMON STOCK	46187W107
—	MONMOUTH REAL ESTATE INV COR	52,000	$685	0.2%	$14.71	—	COMMON STOCK	609720107
RLJ	RLJ LODGING TRUST	28,800	$506	0.2%	$29.23	—	COMMON STOCK	74965L101
ELME	WASHINGTON REIT	6,000	$170	0.1%	$32.67	—	COMMON STOCK	939653101
FPI	FARMLAND PARTNERS INC	17,000	$109	0.0%	$8.35	—	COMMON STOCK	31154R109
INN	SUMMIT HOTEL PROPERTIES INC	18,700	$213	0.1%	$13.19	—	COMMON STOCK	866082100
—	BOOKING HOLDINGS INC	1,300	$2,268	0.7%	$1983.85	—	COMMON STOCK	741503403
—	ALLEGHANY CORP	2,500	$1,531	0.5%	$623.20	—	COMMON STOCK	017175100
ESRT	EMPIRE STATE REALTY TRUST-A	17,000	$269	0.1%	$17.78	—	COMMON STOCK	292104106
APLE	APPLE HOSPITALITY REIT INC	13,000	$212	0.1%	$14.23	—	COMMON STOCK	03784Y200
—	URSTADT BIDDLE - CLASS A	17,000	$351	0.1%	$21.31	—	COMMON STOCK	917286205
—	PREFERRED APARTMENT COMMUN-A	30,000	$445	0.1%	$16.02	—	COMMON STOCK	74039L103
FSP	FRANKLIN STREET PROPERTIES C	20,000	$144	0.0%	$8.55	—	COMMON STOCK	35471R106
SHO	SUNSTONE HOTEL INVESTORS INC	13,000	$187	0.1%	$15.23	—	COMMON STOCK	867892101
—	HEALTHCARE REALTY TRUST INC	4,082	$131	0.0%	$27.68	—	COMMON STOCK	421946104
—	CBL and ASSOCIATES PROPERTIES	32,000	$50	0.0%	$9.31	—	COMMON STOCK	124830100
OMC	OMNICOM GROUP	20,700	$1,511	0.5%	$57.22	+2.2%	COMMON STOCK	681919106
—	SENIOR HOUSING PROP TRUST	56,100	$661	0.2%	$17.58	—	COMMON STOCK	81721M109
—	HERSHA HOSPITALITY TRUST	8,000	$137	0.0%	$21.50	—	COMMON STOCK	427825500
MAC	MACERICH CO/THE	8,266	$358	0.1%	$81.58	—	COMMON STOCK	554382101