The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COMMON STOCK 88579Y101 7,249 30,800 SH   SOLE 0 0 0 30,800
AFLAC INC COMMON STOCK 001055102 4,240 48,300 SH   SOLE 0 0 0 48,300
ALEXANDRIA REAL ESTATE EQUIT COMMON STOCK 015271109 2,207 16,900 SH   SOLE 0 0 0 16,900
ALLSTATE CORP COMMON STOCK 020002101 4,743 45,300 SH   SOLE 0 0 0 45,300
ALTRIA GROUP INC COMMON STOCK 02209S103 6,213 87,000 SH   SOLE 0 0 0 87,000
AMERICAN CAMPUS COMMUNITIES COMMON STOCK 024835100 1,682 41,000 SH   SOLE 0 0 0 41,000
AMERICAN ELECTRIC POWER COMMON STOCK 025537101 3,826 52,000 SH   SOLE 0 0 0 52,000
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106 4,067 24,000 SH   SOLE 0 0 0 24,000
APARTMENT INVT and MGMT CO -A COMMON STOCK 03748R101 1,814 41,500 SH   SOLE 0 0 0 41,500
APPLE INC COMMON STOCK 037833100 18,023 106,500 SH   SOLE 0 0 0 106,500
APPLIED MATERIALS INC COMMON STOCK 038222105 5,388 105,400 SH   SOLE 0 0 0 105,400
ARMADA HOFFLER PROPERTIES IN COMMON STOCK 04208T108 388 25,000 SH   SOLE 0 0 0 25,000
ATandT INC COMMON STOCK 00206R102 8,701 223,800 SH   SOLE 0 0 0 223,800
AVALONBAY COMMUNITIES INC COMMON STOCK 053484101 4,196 23,520 SH   SOLE 0 0 0 23,520
AVERY DENNISON CORP COMMON STOCK 053611109 4,353 37,900 SH   SOLE 0 0 0 37,900
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 4,147 77,000 SH   SOLE 0 0 0 77,000
BAXTER INTERNATIONAL INC COMMON STOCK 071813109 4,538 70,200 SH   SOLE 0 0 0 70,200
BEST BUY CO INC COMMON STOCK 086516101 3,971 58,000 SH   SOLE 0 0 0 58,000
BIOGEN INC COMMON STOCK 09062X103 4,938 15,500 SH   SOLE 0 0 0 15,500
BLACKROCK INC COMMON STOCK 09247X101 5,188 10,100 SH   SOLE 0 0 0 10,100
BOSTON PROPERTIES INC COMMON STOCK 101121101 2,135 16,417 SH   SOLE 0 0 0 16,417
BRANDYWINE REALTY TRUST COMMON STOCK 105368203 2,790 153,400 SH   SOLE 0 0 0 153,400
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 5,025 82,000 SH   SOLE 0 0 0 82,000
BRIXMOR PROPERTY GROUP INC COMMON STOCK 11120U105 2,071 111,000 SH   SOLE 0 0 0 111,000
BROADRIDGE FINANCIAL SOLUTIO COMMON STOCK 11133T103 3,714 41,000 SH   SOLE 0 0 0 41,000
CAMDEN PROPERTY TRUST COMMON STOCK 133131102 2,796 30,369 SH   SOLE 0 0 0 30,369
CBL and ASSOCIATES PROPERTIES COMMON STOCK 124830100 515 91,000 SH   SOLE 0 0 0 91,000
CBS CORP-CLASS B NON VOTING COMMON STOCK 124857202 3,009 51,000 SH   SOLE 0 0 0 51,000
CDK GLOBAL INC COMMON STOCK 12508E101 3,136 44,000 SH   SOLE 0 0 0 44,000
CDW CORP/DE COMMON STOCK 12514G108 3,475 50,000 SH   SOLE 0 0 0 50,000
CELANESE CORP-SERIES A COMMON STOCK 150870103 3,427 32,000 SH   SOLE 0 0 0 32,000
CELGENE CORP COMMON STOCK 151020104 4,498 43,100 SH   SOLE 0 0 0 43,100
CHESAPEAKE LODGING TRUST COMMON STOCK 165240102 1,395 51,500 SH   SOLE 0 0 0 51,500
CHURCH and DWIGHT CO INC COMMON STOCK 171340102 3,216 64,100 SH   SOLE 0 0 0 64,100
CIGNA CORP COMMON STOCK 125509109 4,468 22,000 SH   SOLE 0 0 0 22,000
CLOROX COMPANY COMMON STOCK 189054109 3,733 25,100 SH   SOLE 0 0 0 25,100
COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102 4,432 62,400 SH   SOLE 0 0 0 62,400
COLGATE-PALMOLIVE CO COMMON STOCK 194162103 4,376 58,000 SH   SOLE 0 0 0 58,000
COLONY NORTHSTAR INC-CLASS A COMMON STOCK 19625W104 1,154 101,163 SH   SOLE 0 0 0 101,163
COLUMBIA PROPERTY TRUST INC COMMON STOCK 198287203 1,974 86,000 SH   SOLE 0 0 0 86,000
CORPORATE OFFICE PROPERTIES COMMON STOCK 22002T108 1,431 49,000 SH   SOLE 0 0 0 49,000
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 5,025 27,000 SH   SOLE 0 0 0 27,000
COUSINS PROPERTIES INC COMMON STOCK 222795106 1,582 171,000 SH   SOLE 0 0 0 171,000
CROWN HOLDINGS INC COMMON STOCK 228368106 2,756 49,000 SH   SOLE 0 0 0 49,000
CUMMINS INC COMMON STOCK 231021106 3,921 22,200 SH   SOLE 0 0 0 22,200
CVS HEALTH CORP COMMON STOCK 126650100 4,495 62,000 SH   SOLE 0 0 0 62,000
CYRUSONE INC COMMON STOCK 23283R100 464 7,800 SH   SOLE 0 0 0 7,800
DCT INDUSTRIAL TRUST INC COMMON STOCK 233153204 707 12,025 SH   SOLE 0 0 0 12,025
DDR CORP COMMON STOCK 23317H102 1,604 179,000 SH   SOLE 0 0 0 179,000
DELTA AIR LINES INC COMMON STOCK 247361702 3,136 56,000 SH   SOLE 0 0 0 56,000
DIAMONDROCK HOSPITALITY CO COMMON STOCK 252784301 1,671 148,000 SH   SOLE 0 0 0 148,000
DIGITAL REALTY TRUST INC COMMON STOCK 253868103 3,844 33,750 SH   SOLE 0 0 0 33,750
DOLLAR GENERAL CORP COMMON STOCK 256677105 3,534 38,000 SH   SOLE 0 0 0 38,000
DOMINO'S PIZZA INC COMMON STOCK 25754A201 2,645 14,000 SH   SOLE 0 0 0 14,000
DR PEPPER SNAPPLE GROUP INC COMMON STOCK 26138E109 3,252 33,500 SH   SOLE 0 0 0 33,500
DUKE ENERGY CORP COMMON STOCK 26441C204 4,332 51,500 SH   SOLE 0 0 0 51,500
DUKE REALTY CORP COMMON STOCK 264411505 1,035 38,024 SH   SOLE 0 0 0 38,024
EASTGROUP PROPERTIES INC COMMON STOCK 277276101 1,989 22,500 SH   SOLE 0 0 0 22,500
EATON VANCE CORP COMMON STOCK 278265103 3,553 63,000 SH   SOLE 0 0 0 63,000
ECOLAB INC COMMON STOCK 278865100 3,489 26,000 SH   SOLE 0 0 0 26,000
EDISON INTERNATIONAL COMMON STOCK 281020107 2,656 42,000 SH   SOLE 0 0 0 42,000
ELI LILLY and CO COMMON STOCK 532457108 4,645 55,000 SH   SOLE 0 0 0 55,000
EMERSON ELECTRIC CO COMMON STOCK 291011104 4,251 61,000 SH   SOLE 0 0 0 61,000
EMPIRE STATE REALTY TRUST-A COMMON STOCK 292104106 883 43,000 SH   SOLE 0 0 0 43,000
EPR PROPERTIES COMMON STOCK 26884U109 1,918 29,300 SH   SOLE 0 0 0 29,300
EQUITY RESIDENTIAL COMMON STOCK 29476L107 3,530 55,356 SH   SOLE 0 0 0 55,356
ESSEX PROPERTY TRUST INC COMMON STOCK 297178105 2,124 8,800 SH   SOLE 0 0 0 8,800
ESTEE LAUDER COMPANIES-CL A COMMON STOCK 518439104 4,899 38,500 SH   SOLE 0 0 0 38,500
EVERSOURCE ENERGY COMMON STOCK 30040W108 3,349 53,000 SH   SOLE 0 0 0 53,000
F5 NETWORKS INC COMMON STOCK 315616102 2,638 20,100 SH   SOLE 0 0 0 20,100
FASTENAL CO COMMON STOCK 311900104 3,445 63,000 SH   SOLE 0 0 0 63,000
FISERV INC COMMON STOCK 337738108 3,409 26,000 SH   SOLE 0 0 0 26,000
FOOT LOCKER INC COMMON STOCK 344849104 1,978 42,200 SH   SOLE 0 0 0 42,200
FOREST CITY REALTY TRUST- A COMMON STOCK 345605109 1,687 70,000 SH   SOLE 0 0 0 70,000
FORTUNE BRANDS HOME and SECURI COMMON STOCK 34964C106 3,011 44,000 SH   SOLE 0 0 0 44,000
FRANKLIN RESOURCES INC COMMON STOCK 354613101 2,990 69,000 SH   SOLE 0 0 0 69,000
GAMING AND LEISURE PROPERTIE COMMON STOCK 36467J108 1,776 48,000 SH   SOLE 0 0 0 48,000
GAP INC/THE COMMON STOCK 364760108 3,576 105,000 SH   SOLE 0 0 0 105,000
GENERAL ELECTRIC CO COMMON STOCK 369604103 5,619 322,000 SH   SOLE 0 0 0 322,000
GENUINE PARTS CO COMMON STOCK 372460105 3,040 32,000 SH   SOLE 0 0 0 32,000
GGP Inc COMMON STOCK 36174X101 2,000 85,500 SH   SOLE 0 0 0 85,500
GLOBAL NET LEASE INC COMMON STOCK 379378201 996 48,408 SH   SOLE 0 0 0 48,408
GRAMERCY PROPERTY TRUST COMMON STOCK 385002308 2,177 81,666 SH   SOLE 0 0 0 81,666
HCP INC COMMON STOCK 40414L109 2,467 94,593 SH   SOLE 0 0 0 94,593
HEALTHCARE REALTY TRUST INC COMMON STOCK 421946104 343 10,682 SH   SOLE 0 0 0 10,682
HENRY SCHEIN INC COMMON STOCK 806407102 2,586 37,000 SH   SOLE 0 0 0 37,000
HERSHEY CO/THE COMMON STOCK 427866108 3,201 28,200 SH   SOLE 0 0 0 28,200
HIGHWOODS PROPERTIES INC COMMON STOCK 431284108 1,568 30,802 SH   SOLE 0 0 0 30,802
HOME DEPOT INC COMMON STOCK 437076102 9,685 51,100 SH   SOLE 0 0 0 51,100
HOSPITALITY PROPERTIES TRUST COMMON STOCK 44106M102 2,192 73,434 SH   SOLE 0 0 0 73,434
HOST HOTELS and RESORTS INC COMMON STOCK 44107P104 3,652 183,998 SH   SOLE 0 0 0 183,998
HUDSON PACIFIC PROPERTIES IN COMMON STOCK 444097109 1,387 40,500 SH   SOLE 0 0 0 40,500
ILLINOIS TOOL WORKS COMMON STOCK 452308109 4,839 29,000 SH   SOLE 0 0 0 29,000
INFRAREIT INC COMMON STOCK 45685L100 1,155 62,180 SH   SOLE 0 0 0 62,180
INGERSOLL-RAND PLC COMMON STOCK 000000000 3,300 37,000 SH   SOLE 0 0 0 37,000
INTL BUSINESS MACHINES CORP COMMON STOCK 459200101 5,784 37,700 SH   SOLE 0 0 0 37,700
INTUIT INC COMMON STOCK 461202103 4,481 28,400 SH   SOLE 0 0 0 28,400
INVITATION HOMES INC COMMON STOCK 46187W107 609 25,824 SH   SOLE 0 0 0 25,824
IRON MOUNTAIN INC COMMON STOCK 46284V101 2,509 66,500 SH   SOLE 0 0 0 66,500
JBG SMITH PROPERTIES COMMON STOCK 46590V100 951 27,382 SH   SOLE 0 0 0 27,382
KELLOGG CO COMMON STOCK 487836108 3,331 49,000 SH   SOLE 0 0 0 49,000
KENNEDY-WILSON HOLDINGS INC COMMON STOCK 489398107 695 40,081 SH   SOLE 0 0 0 40,081
KILROY REALTY CORP COMMON STOCK 49427F108 970 13,000 SH   SOLE 0 0 0 13,000
KIMBERLY-CLARK CORP COMMON STOCK 494368103 3,378 28,000 SH   SOLE 0 0 0 28,000
KIMCO REALTY CORP COMMON STOCK 49446R109 1,048 57,731 SH   SOLE 0 0 0 57,731
KITE REALTY GROUP TRUST COMMON STOCK 49803T300 2,234 114,000 SH   SOLE 0 0 0 114,000
LASALLE HOTEL PROPERTIES COMMON STOCK 517942108 1,645 58,600 SH   SOLE 0 0 0 58,600
LEAR CORP COMMON STOCK 521865204 2,827 16,000 SH   SOLE 0 0 0 16,000
LEGGETT and PLATT INC COMMON STOCK 524660107 2,482 52,000 SH   SOLE 0 0 0 52,000
LIBERTY PROPERTY TRUST COMMON STOCK 531172104 3,058 71,096 SH   SOLE 0 0 0 71,096
LOEWS CORP COMMON STOCK 540424108 3,152 63,000 SH   SOLE 0 0 0 63,000
LOWE'S COS INC COMMON STOCK 548661107 5,363 57,700 SH   SOLE 0 0 0 57,700
Life Storage Inc COMMON STOCK 53223X107 1,514 17,000 SH   SOLE 0 0 0 17,000
MACERICH CO/THE COMMON STOCK 554382101 1,544 23,507 SH   SOLE 0 0 0 23,507
MACK-CALI REALTY CORP COMMON STOCK 554489104 1,121 52,000 SH   SOLE 0 0 0 52,000
MANPOWERGROUP INC COMMON STOCK 56418H100 4,162 33,000 SH   SOLE 0 0 0 33,000
MARSH and MCLENNAN COS COMMON STOCK 571748102 4,208 51,700 SH   SOLE 0 0 0 51,700
MASCO CORP COMMON STOCK 574599106 3,515 80,000 SH   SOLE 0 0 0 80,000
MASTERCARD INC - A COMMON STOCK 57636Q104 7,402 48,900 SH   SOLE 0 0 0 48,900
MCCORMICK and CO-NON VTG SHRS COMMON STOCK 579780206 3,139 30,800 SH   SOLE 0 0 0 30,800
MCDONALD'S CORP COMMON STOCK 580135101 7,573 44,000 SH   SOLE 0 0 0 44,000
METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105 4,275 6,900 SH   SOLE 0 0 0 6,900
MICROSOFT CORP COMMON STOCK 594918104 18,023 210,700 SH   SOLE 0 0 0 210,700
MID-AMERICA APARTMENT COMM COMMON STOCK 59522J103 3,292 32,740 SH   SOLE 0 0 0 32,740
MOHAWK INDUSTRIES INC COMMON STOCK 608190104 3,035 11,000 SH   SOLE 0 0 0 11,000
MOODY'S CORP COMMON STOCK 615369105 3,838 26,000 SH   SOLE 0 0 0 26,000
NASDAQ INC COMMON STOCK 631103108 3,073 40,000 SH   SOLE 0 0 0 40,000
NETAPP INC COMMON STOCK 64110D104 4,426 80,000 SH   SOLE 0 0 0 80,000
NEW SENIOR INVESTMENT GROUP COMMON STOCK 648691103 930 123,000 SH   SOLE 0 0 0 123,000
NEW YORK REIT INC COMMON STOCK 64976L109 208 53,000 SH   SOLE 0 0 0 53,000
OGE ENERGY CORP COMMON STOCK 670837103 2,534 77,000 SH   SOLE 0 0 0 77,000
OMNICOM GROUP COMMON STOCK 681919106 2,680 36,800 SH   SOLE 0 0 0 36,800
P G and E CORP COMMON STOCK 69331C108 2,376 53,000 SH   SOLE 0 0 0 53,000
PAYCHEX INC COMMON STOCK 704326107 3,486 51,200 SH   SOLE 0 0 0 51,200
PEPSICO INC COMMON STOCK 713448108 6,955 58,000 SH   SOLE 0 0 0 58,000
PFIZER INC COMMON STOCK 717081103 8,747 241,500 SH   SOLE 0 0 0 241,500
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 7,079 67,000 SH   SOLE 0 0 0 67,000
PHYSICIANS REALTY TRUST COMMON STOCK 71943U104 414 23,000 SH   SOLE 0 0 0 23,000
PPG INDUSTRIES INC COMMON STOCK 693506107 3,738 32,000 SH   SOLE 0 0 0 32,000
PPL CORP COMMON STOCK 69351T106 2,600 84,000 SH   SOLE 0 0 0 84,000
PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 3,246 46,000 SH   SOLE 0 0 0 46,000
PROCTER and GAMBLE CO/THE COMMON STOCK 742718109 8,361 91,000 SH   SOLE 0 0 0 91,000
PROLOGIS INC COMMON STOCK 74340W103 5,419 84,000 SH   SOLE 0 0 0 84,000
PUBLIC SERVICE ENTERPRISE GP COMMON STOCK 744573106 3,451 67,000 SH   SOLE 0 0 0 67,000
PUBLIC STORAGE COMMON STOCK 74460D109 4,404 21,074 SH   SOLE 0 0 0 21,074
QTS REALTY TRUST INC-CL A COMMON STOCK 74736A103 921 17,000 SH   SOLE 0 0 0 17,000
QUALITY CARE PROPERTIES COMMON STOCK 747545101 397 28,718 SH   SOLE 0 0 0 28,718
RAMCO-GERSHENSON PROPERTIES COMMON STOCK 751452202 2,044 138,782 SH   SOLE 0 0 0 138,782
REINSURANCE GROUP OF AMERICA COMMON STOCK 759351604 3,119 20,000 SH   SOLE 0 0 0 20,000
RLJ LODGING TRUST COMMON STOCK 74965L101 1,740 79,200 SH   SOLE 0 0 0 79,200
RMR GROUP INC/THE - A COMMON STOCK 74967R106 456 7,684 SH   SOLE 0 0 0 7,684
ROBERT HALF INTL INC COMMON STOCK 770323103 3,221 58,000 SH   SOLE 0 0 0 58,000
ROCKWELL AUTOMATION INC COMMON STOCK 773903109 4,300 21,900 SH   SOLE 0 0 0 21,900
ROSS STORES INC COMMON STOCK 778296103 4,037 50,300 SH   SOLE 0 0 0 50,300
SandP GLOBAL INC COMMON STOCK 78409V104 4,963 29,300 SH   SOLE 0 0 0 29,300
SABRA HEALTH CARE REIT INC COMMON STOCK 78573L106 2,779 148,030 SH   SOLE 0 0 0 148,030
SEI INVESTMENTS COMPANY COMMON STOCK 784117103 3,952 55,000 SH   SOLE 0 0 0 55,000
SELECT INCOME REIT COMMON STOCK 81618T100 3,161 125,800 SH   SOLE 0 0 0 125,800
SENIOR HOUSING PROP TRUST COMMON STOCK 81721M109 2,855 149,100 SH   SOLE 0 0 0 149,100
SHERWIN-WILLIAMS CO/THE COMMON STOCK 824348106 4,715 11,500 SH   SOLE 0 0 0 11,500
SIMON PROPERTY GROUP INC COMMON STOCK 828806109 11,697 68,108 SH   SOLE 0 0 0 68,108
SKYWORKS SOLUTIONS INC COMMON STOCK 83088M102 3,940 41,500 SH   SOLE 0 0 0 41,500
SL GREEN REALTY CORP COMMON STOCK 78440X101 1,708 16,923 SH   SOLE 0 0 0 16,923
SMITH (A.O.) CORP COMMON STOCK 831865209 2,880 47,000 SH   SOLE 0 0 0 47,000
SNAP-ON INC COMMON STOCK 833034101 2,789 16,000 SH   SOLE 0 0 0 16,000
SOUTHERN CO/THE COMMON STOCK 842587107 3,761 78,200 SH   SOLE 0 0 0 78,200
SPIRIT REALTY CAPITAL INC COMMON STOCK 84860W102 1,193 139,000 SH   SOLE 0 0 0 139,000
STAG INDUSTRIAL INC COMMON STOCK 85254J102 1,735 63,500 SH   SOLE 0 0 0 63,500
STANLEY BLACK and DECKER INC COMMON STOCK 854502101 4,310 25,400 SH   SOLE 0 0 0 25,400
STARBUCKS CORP COMMON STOCK 855244109 4,709 82,000 SH   SOLE 0 0 0 82,000
STATE STREET CORP COMMON STOCK 857477103 3,514 36,000 SH   SOLE 0 0 0 36,000
SUMMIT HOTEL PROPERTIES INC COMMON STOCK 866082100 746 49,000 SH   SOLE 0 0 0 49,000
TANGER FACTORY OUTLET CENTER COMMON STOCK 875465106 2,068 78,000 SH   SOLE 0 0 0 78,000
TARGET CORP COMMON STOCK 87612E106 3,719 57,000 SH   SOLE 0 0 0 57,000
TAUBMAN CENTERS INC COMMON STOCK 876664103 1,047 16,000 SH   SOLE 0 0 0 16,000
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 6,214 59,500 SH   SOLE 0 0 0 59,500
TIER REIT INC COMMON STOCK 88650V208 306 15,000 SH   SOLE 0 0 0 15,000
TIME WARNER INC COMMON STOCK 887317303 4,208 46,000 SH   SOLE 0 0 0 46,000
TJX COMPANIES INC COMMON STOCK 872540109 3,999 52,300 SH   SOLE 0 0 0 52,300
TORCHMARK CORP COMMON STOCK 891027104 3,483 38,400 SH   SOLE 0 0 0 38,400
TRACTOR SUPPLY COMPANY COMMON STOCK 892356106 2,885 38,600 SH   SOLE 0 0 0 38,600
TRAVELERS COS INC/THE COMMON STOCK 89417E109 4,096 30,200 SH   SOLE 0 0 0 30,200
UDR INC COMMON STOCK 902653104 1,362 35,367 SH   SOLE 0 0 0 35,367
UNION PACIFIC CORP COMMON STOCK 907818108 5,900 44,000 SH   SOLE 0 0 0 44,000
UNITED PARCEL SERVICE-CL B COMMON STOCK 911312106 4,814 40,400 SH   SOLE 0 0 0 40,400
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 5,600 43,900 SH   SOLE 0 0 0 43,900
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 8,973 40,700 SH   SOLE 0 0 0 40,700
US BANCORP COMMON STOCK 902973304 4,876 91,000 SH   SOLE 0 0 0 91,000
VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 3,001 27,000 SH   SOLE 0 0 0 27,000
VENTAS INC COMMON STOCK 92276F100 3,750 62,482 SH   SOLE 0 0 0 62,482
VEREIT INC COMMON STOCK 92339V100 2,960 380,000 SH   SOLE 0 0 0 380,000
VF CORP COMMON STOCK 918204108 3,700 50,000 SH   SOLE 0 0 0 50,000
VISA INC-CLASS A SHARES COMMON STOCK 92826C839 9,087 79,700 SH   SOLE 0 0 0 79,700
VMWARE INC-CLASS A COMMON STOCK 928563402 4,148 33,100 SH   SOLE 0 0 0 33,100
VORNADO REALTY TRUST COMMON STOCK 929042109 2,171 27,765 SH   SOLE 0 0 0 27,765
WABCO HOLDINGS INC COMMON STOCK 92927K102 2,727 19,000 SH   SOLE 0 0 0 19,000
WALT DISNEY CO/THE COMMON STOCK 254687106 6,870 63,900 SH   SOLE 0 0 0 63,900
WASHINGTON REIT COMMON STOCK 939653101 498 16,000 SH   SOLE 0 0 0 16,000
WATERS CORP COMMON STOCK 941848103 3,091 16,000 SH   SOLE 0 0 0 16,000
WEINGARTEN REALTY INVESTORS COMMON STOCK 948741103 1,490 45,336 SH   SOLE 0 0 0 45,336
WELLTOWER INC COMMON STOCK 95040Q104 3,186 49,953 SH   SOLE 0 0 0 49,953
WYNDHAM WORLDWIDE CORP COMMON STOCK 98310W108 3,360 29,000 SH   SOLE 0 0 0 29,000
YUM! BRANDS INC COMMON STOCK 988498101 3,672 45,000 SH   SOLE 0 0 0 45,000
unum group COMMON STOCK 91529Y106 3,129 57,000 SH   SOLE 0 0 0 57,000