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
ABERCROMBIE & FITCH CO CL A CL A 002896207 10,024 365,719 SH   SOLE   365,719 0 0
AERCAP HOLDINGS NV SHS SHS N00985106 154 3,300 SH   SOLE   3,300 0 0
AIR PRODS & CHEMS INC COM COM 009158106 2,830 14,821 SH   SOLE   0 0 14,821
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 12,945 90,800 SH   SOLE   33,600 0 57,200
ALLEGION PUB LTD CO ORD SHS SHS G0176J109 2,331 25,700 SH   SOLE   25,700 0 0
ALLIANT ENERGY CORP COM COM 018802108 167 3,552 SH   SOLE   3,552 0 0
ALPHABET INC CAP STK CL A CL A 02079K305 5,906 5,019 SH   SOLE   2,972 0 2,047
ALPHABET INC CAP STK CL C CL C 02079K107 43 37 SH   SOLE   0 0 37
AMERICAN EAGLE OUTFITTERS IN COM COM 02553E106 4,655 209,970 SH   SOLE   209,970 0 0
AMERICAN ELEC PWR CO INC COM COM 025537101 116 1,387 SH   SOLE   1,387 0 0
AMERICAN EQTY INVT LIFE HLD COM COM 025676206 9,245 342,139 SH   SOLE   342,139 0 0
AMERICAN EXPRESS CO COM COM 025816109 1,306 11,949 SH   SOLE   0 0 11,949
AMERICAN TOWER CORP NEW COM COM 03027X100 165 838 SH   SOLE   838 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 181 1,740 SH   SOLE   1,740 0 0
AMGEN INC COM COM 031162100 1,064 5,600 SH   SOLE   0 0 5,600
ANTERO RES CORP COM COM 03674X106 107 12,125 SH   SOLE   12,125 0 0
ANTHEM INC COM COM 036752103 2,590 9,026 SH   SOLE   0 0 9,026
APPLE INC COM COM 037833100 2,037 10,726 SH   SOLE   0 0 10,726
APPLIED MATLS INC COM COM 038222105 2,211 55,735 SH   SOLE   55,735 0 0
ARCHER DANIELS MIDLAND CO COM COM 039483102 187 4,327 SH   SOLE   0 0 4,327
ARGO GROUP INTL HLDGS LTD COM COM G0464B107 7,527 106,520 SH   SOLE   106,520 0 0
AT&T INC COM COM 00206R102 1,091 34,788 SH   SOLE   0 0 34,788
AVALONBAY CMNTYS INC COM COM 053484101 17,156 85,468 SH   SOLE   31,250 0 54,218
BANK AMER CORP COM COM 060505104 58 2,088 SH   SOLE   0 0 2,088
BB&T CORP COM COM 054937107 1,215 26,104 SH   SOLE   0 0 26,104
BECTON DICKINSON & CO COM COM 075887109 933 3,736 SH   SOLE   0 0 3,736
BED BATH & BEYOND INC COM COM 075896100 5,182 305,000 SH   SOLE   305,000 0 0
BLACKROCK INC COM COM 09247X101 4,807 11,248 SH   SOLE   5,341 0 5,907
BOOKING HLDGS INC COM COM 09857L108 2,607 1,494 SH   SOLE   1,376 0 118
BRISTOL MYERS SQUIBB CO COM COM 110122108 37 771 SH   SOLE   0 0 771
BRUNSWICK CORP COM COM 117043109 15,710 312,137 SH   SOLE   312,137 0 0
CABOT CORP COM COM 127055101 8,678 208,454 SH   SOLE   208,454 0 0
CANADIAN PAC RY LTD COM COM 13645T100 157 571 SH   SOLE   571 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 185 2,270 SH   SOLE   2,270 0 0
CARDINAL HEALTH INC COM COM 14149Y108 18,295 379,970 SH   SOLE   379,970 0 0
CDN IMPERIAL BK COMM TORONTO COM COM 136069101 23,174 219,447 SH   SOLE   219,447 0 0
CGI INC CL A SUB VTG 12532H104 1,530 16,623 SH   SOLE   0 0 16,623
CHENIERE ENERGY INC COM NEW COM NEW 16411R208 183 2,679 SH   SOLE   2,679 0 0
CISCO SYS INC COM COM 17275R102 4,964 91,937 SH   SOLE   52,159 0 39,778
CITIGROUP INC COM NEW COM NEW 172967424 110 1,770 SH   SOLE   1,770 0 0
CITIZENS FINL GROUP INC COM COM 174610105 18,142 558,188 SH   SOLE   558,188 0 0
CME GROUP INC COM CL A CL A 12572Q105 38 228 SH   SOLE   0 0 228
CMS ENERGY CORP COM COM 125896100 230 4,140 SH   SOLE   4,140 0 0
COMCAST CORP NEW CL A CL A 20030N101 32 799 SH   SOLE   0 0 799
COPA HOLDINGS SA CL A CL A P31076105 3,182 39,473 SH   SOLE   39,473 0 0
CORESITE RLTY CORP COM COM 21870Q105 11,407 106,587 SH   SOLE   55,073 0 51,514
CORPORATE OFFICE PPTYS TR SH BEN INT SH BEN INT 22002T108 11,277 413,100 SH   SOLE   153,200 0 259,900
COUSINS PPTYS INC COM COM 222795106 278 28,800 SH   SOLE   0 0 28,800
CSX CORP COM COM 126408103 103 1,380 SH   SOLE   1,380 0 0
CUBESMART COM COM 229663109 17,840 556,811 SH   SOLE   556,811 0 0
CUSTOMERS BANCORP INC COM COM 23204G100 58 3,165 SH   SOLE   3,165 0 0
DEERE & CO COM COM 244199105 4,015 25,121 SH   SOLE   17,052 0 8,069
DEL FRISCOS RESTAURANT GROUP COM COM 245077102 2,471 385,434 SH   SOLE   385,434 0 0
DELEK US HLDGS INC NEW COM COM 24665A103 8,346 229,160 SH   SOLE   229,160 0 0
DIAMONDROCK HOSPITALITY CO COM COM 252784301 5,082 469,293 SH   SOLE   469,293 0 0
DISNEY WALT CO COM DISNEY COM 254687106 2,387 21,503 SH   SOLE   0 0 21,503
DOMINION ENERGY INC COM COM 25746U109 28 365 SH   SOLE   365 0 0
DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 48 535 SH   SOLE   535 0 0
EASTGROUP PPTY INC COM COM 277276101 904 8,100 SH   SOLE   0 0 8,100
EMPIRE ST RLTY TR INC CL A CL A 292104106 15,219 963,274 SH   SOLE   560,112 0 403,162
ENBRIDGE INC COM COM 29250N105 54 1,108 SH   SOLE   1,108 0 0
ENERSYS COM COM 29275Y102 9,331 143,195 SH   SOLE   143,195 0 0
EOG RES INC COM COM 26875P101 28 294 SH   SOLE   0 0 294
EPR PPTYS COM SH BEN INT SH BEN INT 26884U109 4,906 63,800 SH   SOLE   22,400 0 41,400
EQUINIX INC COM COM 29444U700 184 407 SH   SOLE   407 0 0
ESSEX PPTY TR INC COM COM 297178105 3,408 11,783 SH   SOLE   3,883 0 7,900
EVERGY INC COM COM 30034W106 96 1,656 SH   SOLE   1,656 0 0
EVERSOURCE ENERGY COM COM 30040W108 264 3,719 SH   SOLE   3,719 0 0
EXXON MOBIL CORP COM COM 30231G102 17,950 222,149 SH   SOLE   222,149 0 0
F M C CORP COM NEW COM NEW 302491303 1,160 15,105 SH   SOLE   0 0 15,105
FEDEX CORP COM COM 31428X106 2,227 12,278 SH   SOLE   0 0 12,278
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303 18,005 492,603 SH   SOLE   492,603 0 0
FIRST SOLAR INC COM COM 336433107 14,655 277,340 SH   SOLE   277,340 0 0
GENERAL ELECTRIC CO COM COM 369604103 84 8,376 SH   SOLE   0 0 8,376
GILDAN ACTIVEWEAR INC COM COM 375916103 76 1,588 SH   SOLE   0 0 1,588
GILEAD SCIENCES INC COM COM 375558103 26,097 401,435 SH   SOLE   366,762 0 34,673
HEALTHCARE RLTY TR COM COM 421946104 5,154 160,500 SH   SOLE   160,500 0 0
HEALTHCARE TR AMER INC CL A NEW CL A NEW 42225P501 9,082 317,676 SH   SOLE   110,712 0 206,964
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 49 3,192 SH   SOLE   0 0 3,192
HOPE BANCORP INC COM COM 43940T109 5,302 405,367 SH   SOLE   405,367 0 0
HOST HOTELS & RESORTS INC COM COM 44107P104 11,950 632,257 SH   SOLE   261,251 0 371,006
HP INC COM COM 40434L105 2,402 123,640 SH   SOLE   0 0 123,640
HUDSON PAC PPTYS INC COM COM 444097109 6,041 175,500 SH   SOLE   64,000 0 111,500
HUNTINGTON BANCSHARES INC COM COM 446150104 18,143 1,430,781 SH   SOLE   1,430,781 0 0
INTEL CORP COM COM 458140100 1,289 24,006 SH   SOLE   20,115 0 3,891
INTERNATIONAL BUSINESS MACHS COM COM 459200101 57 402 SH   SOLE   0 0 402
INTL PAPER CO COM COM 460146103 39 835 SH   SOLE   0 0 835
INVESCO LTD SHS SHS G491BT108 18,074 935,962 SH   SOLE   935,962 0 0
INVITATION HOMES INC COM COM 46187W107 7,197 295,800 SH   SOLE   104,000 0 191,800
IQVIA HLDGS INC COM COM 46266C105 3,063 21,297 SH   SOLE   21,297 0 0
JABIL INC COM COM 466313103 6,735 253,299 SH   SOLE   253,299 0 0
JOHNSON & JOHNSON COM COM 478160104 77 549 SH   SOLE   0 0 549
JPMORGAN CHASE & CO COM COM 46625H100 2,388 23,592 SH   SOLE   23,198 0 394
KAISER ALUMINUM CORP COM PAR $0.01 COM PAR $0.01 483007704 4,101 39,154 SH   SOLE   39,154 0 0
KEYCORP NEW COM COM 493267108 18,381 1,167,090 SH   SOLE   1,167,090 0 0
KRONOS WORLDWIDE INC COM COM 50105F105 5,145 367,000 SH   SOLE   367,000 0 0
L BRANDS INC COM COM 501797104 17,881 648,292 SH   SOLE   648,292 0 0
LAUDER ESTEE COS INC CL A CL A 518439104 3,610 21,802 SH   SOLE   15,823 0 5,979
LHC GROUP INC COM COM 50187A107 12,932 116,652 SH   SOLE   116,652 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - SHS - A - N53745100 23,513 279,645 SH   SOLE   279,645 0 0
LUXFER HOLDINGS PLC SHS SHS G5698W116 9,442 377,996 SH   SOLE   377,996 0 0
MAGNA INTL INC COM COM 559222401 2,726 41,891 SH   SOLE   0 0 41,891
MARATHON PETE CORP COM COM 56585A102 1,268 21,185 SH   SOLE   0 0 21,185
MARSH & MCLENNAN COS INC COM COM 571748102 2,699 28,738 SH   SOLE   28,738 0 0
MASTERCARD INC CL A CL A 57636Q104 2,904 12,336 SH   SOLE   12,336 0 0
MEDTRONIC PLC SHS SHS G5960L103 2,414 26,500 SH   SOLE   26,500 0 0
MERCK & CO INC COM COM 58933Y105 1,363 16,383 SH   SOLE   0 0 16,383
METLIFE INC COM COM 59156R108 1,064 24,999 SH   SOLE   0 0 24,999
MICROSOFT CORP COM COM 594918104 6,118 51,867 SH   SOLE   30,375 0 21,492
MID AMER APT CMNTYS INC COM COM 59522J103 12,630 115,531 SH   SOLE   41,786 0 73,745
MONDELEZ INTL INC CL A CL A 609207105 1,259 25,223 SH   SOLE   0 0 25,223
MORGAN STANLEY COM NEW COM NEW 617446448 1,222 28,951 SH   SOLE   0 0 28,951
MRC GLOBAL INC COM COM 55345K103 8,600 491,980 SH   SOLE   491,980 0 0
NATIONAL RETAIL PPTYS INC COM COM 637417106 11,830 213,583 SH   SOLE   78,993 0 134,590
NEXTERA ENERGY INC COM COM 65339F101 492 2,545 SH   SOLE   2,545 0 0
NIKE INC CL B CL B 654106103 2,581 30,658 SH   SOLE   30,658 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 1,371 7,334 SH   SOLE   0 0 7,334
OCCIDENTAL PETE CORP COM COM 674599105 1,029 15,546 SH   SOLE   0 0 15,546
OMNICOM GROUP INC COM COM 681919106 10,088 138,219 SH   SOLE   138,219 0 0
ONEOK INC NEW COM COM 682680103 1,083 15,512 SH   SOLE   0 0 15,512
ORACLE CORP COM COM 68389X105 2,443 45,481 SH   SOLE   0 0 45,481
PEMBINA PIPELINE CORP COM COM 706327103 313 6,372 SH   SOLE   6,372 0 0
PEPSICO INC COM COM 713448108 20,688 168,812 SH   SOLE   147,392 0 21,420
PFIZER INC COM COM 717081103 1,336 31,462 SH   SOLE   0 0 31,462
PG&E CORP COM COM 69331C108 26 1,434 SH   SOLE   1,434 0 0
PHILLIPS 66 COM COM 718546104 981 10,313 SH   SOLE   0 0 10,313
PLDT INC SPONSORED ADR SPONSORED ADR 69344D408 10,231 472,158 SH   SOLE   472,158 0 0
PNM RES INC COM COM 69349H107 95 2,002 SH   SOLE   2,002 0 0
PPG INDS INC COM COM 693506107 1,712 15,166 SH   SOLE   15,166 0 0
PPL CORP COM COM 69351T106 17,660 556,407 SH   SOLE   556,407 0 0
PROCTER AND GAMBLE CO COM COM 742718109 1,538 14,781 SH   SOLE   0 0 14,781
PROLOGIS INC COM COM 74340W103 21,531 299,242 SH   SOLE   101,748 0 197,494
PRUDENTIAL FINL INC COM COM 744320102 20,597 224,178 SH   SOLE   196,731 0 27,447
PUBLIC STORAGE COM COM 74460D109 15,486 71,107 SH   SOLE   25,664 0 45,443
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 10,472 176,273 SH   SOLE   176,273 0 0
REDWOOD TR INC COM COM 758075402 18,153 1,124,054 SH   SOLE   1,124,054 0 0
REGENCY CTRS CORP COM COM 758849103 9,442 139,917 SH   SOLE   49,911 0 90,006
RENAISSANCERE HOLDINGS LTD COM COM G7496G103 10,517 73,292 SH   SOLE   73,292 0 0
RETAIL PPTYS AMER INC CL A CL A 76131V202 21,952 1,800,779 SH   SOLE   1,587,800 0 212,979
ROSS STORES INC COM COM 778296103 1,158 12,435 SH   SOLE   0 0 12,435
SANDERSON FARMS INC COM COM 800013104 5,260 39,900 SH   SOLE   39,900 0 0
SBA COMMUNICATIONS CORP NEW CL A CL A 78410G104 221 1,109 SH   SOLE   1,109 0 0
SCHLUMBERGER LTD COM COM 806857108 10,289 236,130 SH   SOLE   236,130 0 0
SEASPAN CORP SHS SHS Y75638109 6,648 764,124 SH   SOLE   764,124 0 0
SEMPRA ENERGY COM COM 816851109 260 2,064 SH   SOLE   2,064 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 19,208 105,414 SH   SOLE   38,882 0 66,532
SK TELECOM LTD SPONSORED ADR SPONSORED ADR 78440P108 17,730 723,997 SH   SOLE   723,997 0 0
SLEEP NUMBER CORP COM COM 83125X103 6,709 142,744 SH   SOLE   142,744 0 0
SOUTHWEST AIRLS CO COM COM 844741108 1,130 21,765 SH   SOLE   0 0 21,765
SPIRIT AIRLS INC COM COM 848577102 7,902 149,493 SH   SOLE   149,493 0 0
STRATEGIC ED INC COM COM 86272C103 6,584 50,144 SH   SOLE   50,144 0 0
SUNCOR ENERGY INC NEW COM COM 867224107 60 1,378 SH   SOLE   0 0 1,378
SYNAPTICS INC COM COM 87157D109 8,950 225,158 SH   SOLE   225,158 0 0
SYNCHRONY FINL COM COM 87165B103 1,090 34,176 SH   SOLE   0 0 34,176
SYSCO CORP COM COM 871829107 2,127 31,865 SH   SOLE   31,865 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 20,104 490,818 SH   SOLE   490,818 0 0
TAPESTRY INC COM COM 876030107 19,360 595,867 SH   SOLE   562,910 0 32,957
TAUBMAN CTRS INC COM COM 876664103 296 5,600 SH   SOLE   0 0 5,600
TECH DATA CORP COM COM 878237106 3,473 33,912 SH   SOLE   33,912 0 0
TELEFONICA BRASIL SA SPONSORED ADR SPONSORED ADR 87936R106 17,793 1,474,199 SH   SOLE   1,474,199 0 0
TENNECO INC CL A VTG COM STK COM 880349105 5,245 236,709 SH   SOLE   236,709 0 0
TERADYNE INC COM COM 880770102 7,859 197,257 SH   SOLE   197,257 0 0
THERMON GROUP HLDGS INC COM COM 88362T103 12,981 529,613 SH   SOLE   529,613 0 0
TJX COS INC NEW COM COM 872540109 835 15,686 SH   SOLE   0 0 15,686
TORONTO DOMINION BK ONT COM NEW COM NEW 891160509 3,320 45,780 SH   SOLE   0 0 45,780
TRANSCANADA CORP COM COM 89353D107 1,687 28,112 SH   SOLE   0 0 28,112
TRINITY INDS INC COM COM 896522109 8,060 370,918 SH   SOLE   370,918 0 0
TRITON INTL LTD CL A CL A G9078F107 18,161 583,930 SH   SOLE   583,930 0 0
TUTOR PERINI CORP COM COM 901109108 57 3,320 SH   SOLE   3,320 0 0
TYSON FOODS INC CL A CLA A 902494103 1,401 20,185 SH   SOLE   0 0 20,185
U S SILICA HLDGS INC COM COM 90346E103 3,653 210,403 SH   SOLE   210,403 0 0
UNION PACIFIC CORP COM COM 907818108 182 1,087 SH   SOLE   1,087 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 10,009 117,979 SH   SOLE   117,979 0 0
VAREX IMAGING CORP COM COM 92214X106 6,059 178,841 SH   SOLE   178,841 0 0
VENTAS INC COM COM 92276F100 10,637 166,700 SH   SOLE   59,600 0 107,100
VEREIT INC COM COM 92339V100 8,052 961,992 SH   SOLE   353,900 0 608,092
VERIZON COMMUNICATIONS INC COM COM 92343V104 17,591 297,504 SH   SOLE   296,634 0 870
VISA INC COM CL A CL A 92826C839 1,380 8,834 SH   SOLE   8,568 0 266
WEYERHAEUSER CO COM COM 962166104 48 1,810 SH   SOLE   0 0 1,810
WILLIAMS COS INC DEL COM COM 969457100 234 8,162 SH   SOLE   8,162 0 0
WOLVERINE WORLD WIDE INC COM COM 978097103 2,641 73,928 SH   SOLE   73,928 0 0
XCEL ENERGY INC COM COM 98389B100 274 4,883 SH   SOLE   4,883 0 0
XYLEM INC COM COM 98419M100 1,945 24,606 SH   SOLE   24,606 0 0
ZIMMER BIOMET HLDGS INC COM COM 98956P102 1,051 8,232 SH   SOLE   0 0 8,232