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 27,655 1,985,277 SH   SOLE   1,985,277 0 0
AERCAP HOLDINGS NV SHS SHS N00985106 116 4,600 SH   SOLE   4,600 0 0
ALLIANT ENERGY CORP COM COM 018802108 1,127 21,823 SH   SOLE   21,823 0 0
ALPHABET INC CAP STK CL A CL A 02079K305 9,446 6,445 SH   SOLE   6,445 0 0
AMERICAN EAGLE OUTFITTERS IN COM COM 02553E106 8,759 591,439 SH   SOLE   591,439 0 0
AMERICAN EQTY INVT LIFE HLD COM COM 025676206 12,825 583,228 SH   SOLE   583,228 0 0
AMERICAN TOWER CORP NEW COM COM 03027X100 4,670 19,321 SH   SOLE   19,321 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 1,716 11,845 SH   SOLE   11,845 0 0
AMERICOLD RLTY TR COM COM 03064D108 3,006 84,100 SH   SOLE   39,900 0 44,200
APPLIED MATLS INC COM COM 038222105 4,400 74,021 SH   SOLE   74,021 0 0
ARCHER DANIELS MIDLAND CO COM COM 039483102 8,095 174,130 SH   SOLE   174,130 0 0
ARGO GROUP INTL HLDGS LTD COM COM G0464B107 24,880 722,620 SH   SOLE   722,620 0 0
ATLAS CORP SHS SHS Y0436Q109 8,704 973,569 SH   SOLE   951,052 0 22,517
ATMOS ENERGY CORP COM COM 049560105 504 5,276 SH   SOLE   5,276 0 0
AVALONBAY CMNTYS INC COM COM 053484101 41,217 275,993 SH   SOLE   182,423 0 93,570
BED BATH & BEYOND INC COM COM 075896100 6,101 407,275 SH   SOLE   407,275 0 0
BLACKROCK INC COM COM 09247X101 5,896 10,462 SH   SOLE   10,462 0 0
BOOKING HOLDINGS INC COM COM 09857L108 4,101 2,397 SH   SOLE   2,397 0 0
BROADSTONE NET LEASE INC CL A COM COM 11135E104 15,206 906,229 SH   SOLE   387,019 0 519,210
BRUNSWICK CORP COM COM 117043109 24,976 423,977 SH   SOLE   423,977 0 0
CABOT CORP COM COM 127055101 9,692 269,005 SH   SOLE   269,005 0 0
CANADIAN IMP BK COMM COM COM 136069101 13,505 135,687 SH   SOLE   130,767 0 4,920
CANADIAN PAC RY LTD COM COM 13645T100 1,961 4,842 SH   SOLE   4,842 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 231 3,220 SH   SOLE   3,220 0 0
CARDINAL HEALTH INC COM COM 14149Y108 16,653 354,700 SH   SOLE   346,540 0 8,160
CHENIERE ENERGY INC COM NEW COM NEW 16411R208 1,296 28,014 SH   SOLE   28,014 0 0
CISCO SYS INC COM COM 17275R102 21,956 557,405 SH   SOLE   547,515 0 9,890
CITIGROUP INC COM NEW COM NEW 172967424 137 3,180 SH   SOLE   3,180 0 0
CITIZENS FINL GROUP INC COM COM 174610105 17,195 680,195 SH   SOLE   665,825 0 14,370
CMS ENERGY CORP COM COM 125896100 1,228 20,000 SH   SOLE   20,000 0 0
CORESITE RLTY CORP COM COM 21870Q105 8,167 68,700 SH   SOLE   68,700 0 0
CUBESMART COM COM 229663109 20,569 636,595 SH   SOLE   306,793 0 329,802
CUSTOMERS BANCORP INC COM COM 23204G100 59 5,255 SH   SOLE   5,255 0 0
DEERE & CO COM COM 244199105 6,741 30,420 SH   SOLE   30,420 0 0
DELEK US HLDGS INC NEW COM COM 24665A103 11,877 1,067,080 SH   SOLE   1,067,080 0 0
DIAMONDROCK HOSPITALITY CO COM COM 252784301 9,704 1,914,077 SH   SOLE   1,914,077 0 0
DIGITAL RLTY TR INC COM COM 253868103 9,628 65,600 SH   SOLE   26,500 0 39,100
DOMINION ENERGY INC COM COM 25746U109 284 3,603 SH   SOLE   3,603 0 0
EASTGROUP PPTY INC COM COM 277276101 11,402 88,166 SH   SOLE   37,066 0 51,100
EDISON INTL COM COM 281020107 869 17,091 SH   SOLE   17,091 0 0
ENERSYS COM COM 29275Y102 15,048 224,197 SH   SOLE   224,197 0 0
ENTERGY CORP NEW COM COM 29364G103 1,236 12,544 SH   SOLE   12,544 0 0
EQUINIX INC COM COM 29444U700 14,803 19,475 SH   SOLE   9,325 0 10,150
EQUITY LIFESTYLE PPTYS INC COM COM 29472R108 16,182 264,000 SH   SOLE   109,800 0 154,200
LAUDER ESTEE COS INC CL A CL A 518439104 3,082 14,123 SH   SOLE   14,123 0 0
EVERSOURCE ENERGY COM COM 30040W108 1,489 17,819 SH   SOLE   17,819 0 0
EXXON MOBIL CORP COM COM 30231G102 8,143 237,209 SH   SOLE   231,639 0 5,570
FEDERAL RLTY INVT TR SH BEN INT NEW SH BEN INT NEW 313747206 9,762 132,916 SH   SOLE   56,718 0 76,198
FIRST SOLAR INC COM COM 336433107 24,973 377,238 SH   SOLE   377,238 0 0
FIRSTENERGY CORP COM COM 337932107 897 31,254 SH   SOLE   31,254 0 0
GENTEX CORP COM COM 371901109 11,285 438,261 SH   SOLE   438,261 0 0
GILEAD SCIENCES INC COM COM 375558103 17,907 283,392 SH   SOLE   276,962 0 6,430
HEALTHPEAK PROPERTIES INC COM COM 42250P103 19,757 727,700 SH   SOLE   307,000 0 420,700
HEALTHCARE RLTY TR COM COM 421946104 24,657 818,597 SH   SOLE   508,922 0 309,675
HEALTHCARE TR AMER INC CL A NEW CL A NEW 42225P501 16,260 625,383 SH   SOLE   266,544 0 358,839
HIGHWOODS PPTYS INC COM COM 431284108 14,333 426,953 SH   SOLE   181,577 0 245,376
HOST HOTELS & RESORTS INC COM COM 44107P104 9,004 834,501 SH   SOLE   380,795 0 453,706
HUDSON PAC PPTYS INC COM COM 444097109 24,214 1,104,115 SH   SOLE   690,298 0 413,817
HUNTINGTON BANCSHARES INC COM COM 446150104 18,152 1,979,476 SH   SOLE   1,939,116 0 40,360
INVITATION HOMES INC COM COM 46187W107 23,005 821,912 SH   SOLE   349,312 0 472,600
IQVIA HLDGS INC COM COM 46266C105 4,168 26,438 SH   SOLE   26,438 0 0
JABIL INC COM COM 466313103 25,474 743,545 SH   SOLE   743,545 0 0
JPMORGAN CHASE & CO COM COM 46625H100 2,147 22,305 SH   SOLE   22,305 0 0
KRONOS WORLDWIDE INC COM COM 50105F105 18,475 1,436,594 SH   SOLE   1,436,594 0 0
LHC GROUP INC COM COM 50187A107 14,064 66,167 SH   SOLE   66,167 0 0
LUXFER HOLDINGS PLC SHS SHS G5698W116 16,122 1,284,651 SH   SOLE   1,284,651 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - SHS - A - N53745100 18,034 255,817 SH   SOLE   250,277 0 5,540
MARSH & MCLENNAN COS INC COM COM 571748102 5,292 46,139 SH   SOLE   46,139 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 8,678 25,663 SH   SOLE   25,663 0 0
MEDTRONIC PLC SHS SHS G5960L103 4,046 38,940 SH   SOLE   38,940 0 0
MERCK & CO. INC COM COM 58933Y105 12,048 145,239 SH   SOLE   140,589 0 4,650
MICROSOFT CORP COM COM 594918104 9,797 46,580 SH   SOLE   46,580 0 0
MRC GLOBAL INC COM COM 55345K103 2,315 540,980 SH   SOLE   540,980 0 0
MSC INDL DIRECT INC CL A CL A 553530106 17,928 283,330 SH   SOLE   277,070 0 6,260
NEXTERA ENERGY INC COM COM 65339F101 3,518 12,676 SH   SOLE   12,676 0 0
NIKE INC CL B CL B 654106103 7,496 59,708 SH   SOLE   59,708 0 0
OMNICOM GROUP INC COM COM 681919106 17,601 355,564 SH   SOLE   347,714 0 7,850
PEMBINA PIPELINE CORP COM COM 706327103 1,746 61,798 SH   SOLE   61,798 0 0
PEPSICO INC COM COM 713448108 19,462 140,429 SH   SOLE   137,619 0 2,810
PLDT INC SPONSORED ADR ADR 69344D408 8,139 300,919 SH   SOLE   292,369 0 8,550
PPL CORP COM COM 69351T106 16,190 594,987 SH   SOLE   580,727 0 14,260
PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 16,618 412,634 SH   SOLE   403,424 0 9,210
PROLOGIS INC. COM COM 74340W103 16,991 168,864 SH   SOLE   71,257 0 97,607
PRUDENTIAL FINL INC COM COM 744320102 10,084 158,761 SH   SOLE   155,711 0 3,050
PS BUSINESS PKS INC CALIF COM COM 69360J107 8,824 72,100 SH   SOLE   31,700 0 40,400
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 17,861 325,288 SH   SOLE   318,168 0 7,120
PUBLIC STORAGE COM COM 74460D109 22,600 101,473 SH   SOLE   82,000 0 19,473
REALTY INCOME CORP COM COM 756109104 8,915 146,736 SH   SOLE   62,936 0 83,800
REDWOOD TR INC COM COM 758075402 9,398 1,249,851 SH   SOLE   1,218,081 0 31,770
REGENCY CTRS CORP COM COM 758849103 2,749 72,300 SH   SOLE   31,200 0 41,100
RENAISSANCERE HLDGS LTD COM COM G7496G103 8,647 50,940 SH   SOLE   50,940 0 0
REXFORD INDL RLTY INC COM COM 76169C100 10,923 238,700 SH   SOLE   98,000 0 140,700
SCHLUMBERGER LTD COM COM 806857108 8,093 520,216 SH   SOLE   508,106 0 12,110
SEMPRA ENERGY COM COM 816851109 3,290 27,799 SH   SOLE   27,799 0 0
SITE CTRS CORP COM COM 82981J109 10,933 1,518,600 SH   SOLE   638,800 0 879,800
SK TELECOM LTD SPONSORED ADR ADR 78440P108 18,163 810,127 SH   SOLE   792,547 0 17,580
SLEEP NUMBER CORP COM COM 83125X103 19,619 401,118 SH   SOLE   401,118 0 0
SOUTHERN CO COM COM 842587107 240 4,434 SH   SOLE   4,434 0 0
STAG INDL INC COM COM 85254J102 16,429 538,863 SH   SOLE   231,763 0 307,100
STRATEGIC ED INC COM COM 86272C103 13,227 144,604 SH   SOLE   144,604 0 0
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 8,486 1,068,800 SH   SOLE   1,068,800 0 0
SYSCO CORP COM COM 871829107 3,645 58,596 SH   SOLE   58,596 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 5,851 72,177 SH   SOLE   69,737 0 2,440
TAPESTRY INC COM COM 876030107 15,219 973,703 SH   SOLE   951,043 0 22,660
TCF FINL CORP COM COM 872307103 18,297 783,282 SH   SOLE   783,282 0 0
TERADATA CORP DEL COM COM 88076W103 12,341 543,640 SH   SOLE   543,640 0 0
TERADYNE INC COM COM 880770102 5,222 65,717 SH   SOLE   65,717 0 0
THERMON GROUP HLDGS INC COM COM 88362T103 17,137 1,526,017 SH   SOLE   1,526,017 0 0
TRINITY INDS INC COM COM 896522109 10,715 549,502 SH   SOLE   549,502 0 0
TRITON INTL LTD CL A CL A G9078F107 17,254 424,250 SH   SOLE   415,240 0 9,010
TUTOR PERINI CORP COM COM 901109108 70 6,290 SH   SOLE   6,290 0 0
US BANCORP DEL COM NEW COM NEW 902973304 16,988 473,900 SH   SOLE   463,260 0 10,640
UNION PAC CORP COM COM 907818108 4,247 21,576 SH   SOLE   21,576 0 0
VALERO ENERGY CORP COM COM 91913Y100 8,105 187,084 SH   SOLE   182,694 0 4,390
VERIZON COMMUNICATIONS INC COM COM 92343V104 19,136 321,677 SH   SOLE   315,187 0 6,490
WILLIAMS COS INC COM COM 969457100 985 50,149 SH   SOLE   50,149 0 0
XCEL ENERGY INC COM COM 98389B100 948 13,732 SH   SOLE   13,732 0 0
XYLEM INC COM COM 98419M100 2,629 31,252 SH   SOLE   31,252 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 1,313 5,811 SH   SOLE   5,811 0 0
ABBVIE INC COM COM 00287Y109 1,786 20,396 SH   SOLE   20,396 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 1,540 3,141 SH   SOLE   3,141 0 0
AMERICAN EXPRESS CO COM COM 025816109 6 57 SH   SOLE   57 0 0
AMGEN INC COM COM 031162100 1,700 6,688 SH   SOLE   6,688 0 0
BK OF AMERICA CORP COM COM 060505104 34 1,393 SH   SOLE   1,393 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 1,755 29,105 SH   SOLE   29,105 0 0
COCA COLA CO COM COM 191216100 1,337 27,076 SH   SOLE   27,076 0 0
CONOCOPHILLIPS COM COM 20825C104 707 21,525 SH   SOLE   21,525 0 0
ELECTRONIC ARTS INC COM COM 285512109 806 6,183 SH   SOLE   6,183 0 0
FREEPORT-MCMORAN INC CL B CL B 35671D857 54 3,448 SH   SOLE   3,448 0 0
GENERAL MTRS CO COM COM 37045V100 18 598 SH   SOLE   598 0 0
SEAGATE TECHNOLOGY PLC SHS SHS G7945M107 30 619 SH   SOLE   619 0 0
INTUIT COM COM 461202103 1,346 4,126 SH   SOLE   4,126 0 0
HP INC COM COM 40434L105 36 1,875 SH   SOLE   1,875 0 0
HOME DEPOT INC COM COM 437076102 2,026 7,294 SH   SOLE   7,294 0 0
INTEL CORP COM COM 458140100 7 128 SH   SOLE   128 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 1,168 9,598 SH   SOLE   9,598 0 0
JOHNSON & JOHNSON COM COM 478160104 3,298 22,150 SH   SOLE   22,150 0 0
KELLOGG CO COM COM 487836108 19 292 SH   SOLE   292 0 0
LOWES COS INC COM COM 548661107 1,343 8,095 SH   SOLE   8,095 0 0
MCDONALDS CORP COM COM 580135101 1,764 8,036 SH   SOLE   8,036 0 0
CUMMINS INC COM COM 231021106 23 109 SH   SOLE   109 0 0
PROCTER AND GAMBLE CO COM COM 742718109 2,215 15,937 SH   SOLE   15,937 0 0
SALESFORCE COM INC COM COM 79466L302 1,768 7,035 SH   SOLE   7,035 0 0
TEXAS INSTRS INC COM COM 882508104 1,269 8,889 SH   SOLE   8,889 0 0
VISA INC COM CL A CL A 92826C839 2,205 11,028 SH   SOLE   11,028 0 0
VMWARE INC CL A COM COM 928563402 30 210 SH   SOLE   210 0 0
DISNEY WALT CO COM DISNEY COM DISNEY 254687106 1,050 8,465 SH   SOLE   8,465 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 2 60 SH   SOLE   60 0 0
BANK NOVA SCOTIA B C COM COM 064149107 2,381 32,222 SH   SOLE   32,222 0 0
EXELON CORP COM COM 30161N101 14 403 SH   SOLE   403 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 26 916 SH   SOLE   916 0 0
BCE INC COM NEW COM NEW 05534B760 45 614 SH   SOLE   614 0 0
ENBRIDGE INC COM COM 29250N105 2,103 40,466 SH   SOLE   40,466 0 0
NOVO-NORDISK A S ADR ADR 670100205 42 601 SH   SOLE   601 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 1,485 14,841 SH   SOLE   14,841 0 0
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 22 2,313 SH   SOLE   2,313 0 0
LINDE PLC SHS SHS G5494J103 1,334 5,604 SH   SOLE   5,604 0 0
CIGNA CORP NEW COM COM 125523100 19 113 SH   SOLE   113 0 0
NEWMONT CORP COM COM 651639106 1,059 16,692 SH   SOLE   16,692 0 0
DUPONT DE NEMOURS INC COM COM 26614N102 10 179 SH   SOLE   179 0 0
TELUS CORPORATION COM COM 87971M103 23 723 SH   SOLE   723 0 0
IHS MARKIT LTD SHS SHS G47567105 1,071 13,645 SH   SOLE   13,645 0 0
APPLE INC COM COM 037833100 52 452 SH   SOLE   452 0 0
TESLA INC COM COM 88160R101 1,873 4,365 SH   SOLE   4,365 0 0