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 55,556 1,619,256 SH   SOLE   1,307,913 0 311,343
AERCAP HOLDINGS NV SHS SHS N00985106 270 4,600 SH   SOLE   4,600 0 0
ALPHABET INC CAP STK CL A CL A 02079K305 16,614 8,055 SH   SOLE   8,055 0 0
AMERICAN EAGLE OUTFITTERS IN COM COM 02553E106 13,574 464,249 SH   SOLE   379,424 0 84,825
AMERICAN ELEC PWR CO INC COM COM 025537101 2,082 24,583 SH   SOLE   24,583 0 0
AMERICAN TOWER CORP NEW COM COM 03027X100 6,707 28,056 SH   SOLE   28,056 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 2,423 16,163 SH   SOLE   16,163 0 0
APPLE HOSPITALITY REIT INC COM NEW COM NEW 03784Y200 2,312 158,690 SH   SOLE   66,600 0 92,090
APPLIED MATLS INC COM COM 038222105 11,358 85,009 SH   SOLE   85,009 0 0
ARGO GROUP INTL HLDGS LTD COM COM G0464B107 48,726 968,320 SH   SOLE   783,720 0 184,600
ATLAS CORP SHARES SHARES Y0436Q109 10,919 799,909 SH   SOLE   781,916 0 17,993
ATMOS ENERGY CORP COM COM 049560105 751 7,596 SH   SOLE   7,596 0 0
AVALONBAY CMNTYS INC COM COM 053484101 54,410 294,888 SH   SOLE   200,763 0 94,125
BED BATH & BEYOND INC COM COM 075896100 8,802 301,969 SH   SOLE   249,162 0 52,807
BLACKROCK INC COM COM 09247X101 10,404 13,799 SH   SOLE   13,799 0 0
BOOKING HOLDINGS INC COM COM 09857L108 6,024 2,586 SH   SOLE   2,586 0 0
BROADSTONE NET LEASE INC COM COM 11135E104 17,060 932,238 SH   SOLE   380,453 0 551,785
BRUNSWICK CORP COM COM 117043109 54,642 572,953 SH   SOLE   465,148 0 107,805
CABOT CORP COM COM 127055101 22,550 430,004 SH   SOLE   351,328 0 78,676
CANADIAN IMP BK COMM COM COM 136069101 17,343 140,940 SH   SOLE   136,967 0 3,973
CANADIAN PAC RY LTD COM COM 13645T100 2,721 5,669 SH   SOLE   5,669 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 117 918 SH   SOLE   918 0 0
CARDINAL HEALTH INC COM COM 14149Y108 24,998 411,497 SH   SOLE   402,080 0 9,417
CHENIERE ENERGY INC COM NEW COM NEW 16411R208 1,888 26,214 SH   SOLE   26,214 0 0
CISCO SYS INC COM COM 17275R102 33,921 655,984 SH   SOLE   644,705 0 11,279
CITIGROUP INC COM NEW COM NEW 172967424 264 3,628 SH   SOLE   3,628 0 0
CMS ENERGY CORP COM COM 125896100 1,235 20,177 SH   SOLE   20,177 0 0
CORESITE RLTY CORP COM COM 21870Q105 19,069 159,100 SH   SOLE   129,600 0 29,500
CORPORATE OFFICE PPTYS TR SH BEN INT SH BEN INT 22002T108 4,820 183,080 SH   SOLE   76,700 0 106,380
COUSINS PPTYS INC COM NEW COM NEW 222795502 11,605 328,300 SH   SOLE   135,500 0 192,800
CUBESMART COM COM 229663109 21,170 559,602 SH   SOLE   248,338 0 311,264
DATADOG INC CL A COM COM 23804L103 1,220 14,635 SH   SOLE   14,635 0 0
DEERE & CO COM COM 244199105 11,056 29,552 SH   SOLE   29,552 0 0
DELEK US HLDGS INC NEW COM COM 24665A103 24,981 1,146,973 SH   SOLE   938,074 0 208,899
DIAMONDROCK HOSPITALITY CO COM COM 252784301 17,696 1,718,077 SH   SOLE   1,377,377 0 340,700
DIGITAL RLTY TR INC COM COM 253868103 8,822 62,640 SH   SOLE   23,940 0 38,700
DOMINION ENERGY INC COM COM 25746U109 553 7,282 SH   SOLE   7,282 0 0
DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 585 6,057 SH   SOLE   6,057 0 0
EASTGROUP PPTYS INC COM COM 277276101 4,479 31,256 SH   SOLE   12,866 0 18,390
EDISON INTL COM COM 281020107 1,683 28,719 SH   SOLE   28,719 0 0
ENCOMPASS HEALTH CORP COM COM 29261A100 27,109 330,997 SH   SOLE   271,882 0 59,115
ENERSYS COM COM 29275Y102 37,839 416,722 SH   SOLE   341,295 0 75,427
ENTERGY CORP NEW COM COM 29364G103 1,439 14,470 SH   SOLE   14,470 0 0
EPR PPTYS COM SH BEN INT SH BEN INT 26884U109 2,468 52,960 SH   SOLE   21,958 0 31,002
EQUINIX INC COM COM 29444U700 13,990 20,585 SH   SOLE   9,878 0 10,707
EQUITY LIFESTYLE PPTYS INC COM COM 29472R108 21,713 341,200 SH   SOLE   139,500 0 201,700
LAUDER ESTEE COS INC CL A CL A 518439104 8,396 28,868 SH   SOLE   28,868 0 0
EVERSOURCE ENERGY COM COM 30040W108 1,418 16,375 SH   SOLE   16,375 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 10,352 78,100 SH   SOLE   32,000 0 46,100
FEDERAL RLTY INVT TR SH BEN INT NEW SH BEN INT NEW 313747206 21,250 209,465 SH   SOLE   85,729 0 123,736
FIRST SOLAR INC COM COM 336433107 30,756 352,306 SH   SOLE   287,760 0 64,546
GENTEX CORP COM COM 371901109 27,035 757,929 SH   SOLE   623,406 0 134,523
GILEAD SCIENCES INC COM COM 375558103 23,304 360,584 SH   SOLE   352,404 0 8,180
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 UNIT 99/99/9999 387437114 36,482 477,400 SH   SOLE   258,800 0 218,600
HEALTHPEAK PROPERTIES INC COM COM 42250P103 16,771 528,370 SH   SOLE   217,800 0 310,570
HEALTHCARE RLTY TR COM COM 421946104 28,683 945,997 SH   SOLE   637,098 0 308,899
HEALTHCARE TR AMER INC CL A NEW CL A NEW 42225P501 5,615 203,592 SH   SOLE   78,061 0 125,531
HIGHWOODS PPTYS INC COM COM 431284108 18,642 434,139 SH   SOLE   176,380 0 257,759
HOST HOTELS & RESORTS INC COM COM 44107P104 13,371 793,581 SH   SOLE   356,895 0 436,686
HUDSON PAC PPTYS INC COM COM 444097109 17,749 654,237 SH   SOLE   534,278 0 119,959
HUNTINGTON BANCSHARES INC COM COM 446150104 26,060 1,657,772 SH   SOLE   1,620,897 0 36,875
INVITATION HOMES INC COM COM 46187W107 25,912 810,012 SH   SOLE   330,012 0 480,000
IQVIA HLDGS INC COM COM 46266C105 5,924 30,672 SH   SOLE   30,672 0 0
JABIL INC COM COM 466313103 61,717 1,183,219 SH   SOLE   953,318 0 229,901
JPMORGAN CHASE & CO COM COM 46625H100 3,738 24,560 SH   SOLE   24,560 0 0
KRONOS WORLDWIDE INC COM COM 50105F105 38,801 2,535,973 SH   SOLE   2,084,936 0 451,037
LHC GROUP INC COM COM 50187A107 17,771 92,937 SH   SOLE   82,124 0 10,813
LUXFER HOLDINGS PLC SHS SHS G5698W116 38,873 1,826,729 SH   SOLE   1,470,706 0 356,023
LYONDELLBASELL INDUSTRIES N SHS - A - SHS - A - N53745100 23,346 224,371 SH   SOLE   219,316 0 5,055
MARSH & MCLENNAN COS INC COM COM 571748102 8,482 69,634 SH   SOLE   69,634 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 11,807 33,159 SH   SOLE   33,159 0 0
MEDTRONIC PLC SHS SHS G5960L103 6,437 54,494 SH   SOLE   54,494 0 0
MERCK & CO. INC COM COM 58933Y105 25,931 336,377 SH   SOLE   329,737 0 6,640
MICROSOFT CORP COM COM 594918104 15,624 66,267 SH   SOLE   66,267 0 0
MID-AMER APT CMNTYS INC COM COM 59522J103 289 2,000 SH   SOLE   0 0 2,000
MSC INDL DIRECT INC CL A CL A 553530106 23,145 256,632 SH   SOLE   250,917 0 5,715
NEXTERA ENERGY INC COM COM 65339F101 4,821 63,757 SH   SOLE   63,757 0 0
NIKE INC CL B CL B 654106103 11,006 82,815 SH   SOLE   82,815 0 0
OMNICOM GROUP INC COM COM 681919106 26,203 353,378 SH   SOLE   345,527 0 7,851
PEPSICO INC COM COM 713448108 28,240 199,648 SH   SOLE   195,493 0 4,155
PLDT INC SPONSORED ADR ADR 69344D408 9,936 379,803 SH   SOLE   368,731 0 11,072
PHYSICIANS RLTY TR COM COM 71943U104 1,052 58,620 SH   SOLE   23,900 0 34,720
PIEDMONT OFFICE REALTY TR IN COM CL A CL A 720190206 1,942 111,780 SH   SOLE   47,700 0 64,080
PPL CORP COM COM 69351T106 20,685 717,249 SH   SOLE   699,692 0 17,557
PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 21,084 351,649 SH   SOLE   343,173 0 8,476
PROLOGIS INC. COM COM 74340W103 15,404 145,324 SH   SOLE   58,517 0 86,807
PRUDENTIAL FINL INC COM COM 744320102 23,237 255,075 SH   SOLE   249,353 0 5,722
PTC INC COM COM 69370C100 4,574 33,231 SH   SOLE   33,231 0 0
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 23,095 383,566 SH   SOLE   374,567 0 8,999
PUBLIC STORAGE COM COM 74460D109 21,312 86,373 SH   SOLE   83,100 0 3,273
REALTY INCOME CORP COM COM 756109104 6,086 95,840 SH   SOLE   42,900 0 52,940
REDWOOD TR INC COM COM 758075402 12,908 1,239,956 SH   SOLE   1,208,186 0 31,770
RENAISSANCERE HLDGS LTD COM COM G7496G103 26,960 168,237 SH   SOLE   137,637 0 30,600
REXFORD INDL RLTY INC COM COM 76169C100 20,594 408,600 SH   SOLE   167,500 0 241,100
ROYAL BK CDA COM COM 780087102 33,048 285,204 SH   SOLE   279,469 0 5,735
SABRA HEALTH CARE REIT INC COM COM 78573L106 1,038 59,850 SH   SOLE   24,400 0 35,450
SCHLUMBERGER LTD COM COM 806857108 137 5,025 SH   SOLE   5,025 0 0
SEMPRA ENERGY COM COM 816851109 3,074 23,182 SH   SOLE   23,182 0 0
SK TELECOM LTD SPONSORED ADR ADR 78440P108 24,025 882,295 SH   SOLE   862,604 0 19,691
SLEEP NUMBER CORP COM COM 83125X103 28,740 200,288 SH   SOLE   161,395 0 38,893
SOUTHERN CO COM COM 842587107 789 12,690 SH   SOLE   12,690 0 0
STAG INDL INC COM COM 85254J102 19,604 583,313 SH   SOLE   236,713 0 346,600
STRATEGIC ED INC COM COM 86272C103 39,160 426,062 SH   SOLE   345,291 0 80,771
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 16,127 1,294,300 SH   SOLE   1,038,600 0 255,700
SYSCO CORP COM COM 871829107 5,911 75,064 SH   SOLE   75,064 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 7,078 59,845 SH   SOLE   59,845 0 0
TAPESTRY INC COM COM 876030107 111 2,693 SH   SOLE   2,693 0 0
TC ENERGY CORP COM COM 87807B107 3,258 56,559 SH   SOLE   56,559 0 0
TCF FINL CORP COM COM 872307103 27,333 588,304 SH   SOLE   472,482 0 115,822
TERADATA CORP DEL COM COM 88076W103 45,685 1,185,405 SH   SOLE   968,738 0 216,667
TERRENO RLTY CORP COM COM 88146M101 14,310 247,706 SH   SOLE   102,700 0 145,006
THERMO FISHER SCIENTIFIC INC COM COM 883556102 4,235 9,279 SH   SOLE   9,279 0 0
THERMON GROUP HLDGS INC COM COM 88362T103 56,027 2,874,637 SH   SOLE   2,315,888 0 558,749
TRINITY INDS INC COM COM 896522109 25,854 907,474 SH   SOLE   749,214 0 158,260
TRIPADVISOR INC COM COM 896945201 12,295 228,576 SH   SOLE   184,776 0 43,800
TRITON INTL LTD CL A CL A G9078F107 21,280 386,982 SH   SOLE   377,648 0 9,334
TUTOR PERINI CORP COM COM 901109108 119 6,290 SH   SOLE   6,290 0 0
US BANCORP DEL COM NEW COM NEW 902973304 21,757 393,365 SH   SOLE   384,223 0 9,142
UNION PAC CORP COM COM 907818108 6,731 30,539 SH   SOLE   30,539 0 0
VALERO ENERGY CORP COM COM 91913Y100 11,016 153,858 SH   SOLE   150,344 0 3,514
VENTAS INC COM COM 92276F100 1,025 19,230 SH   SOLE   7,900 0 11,330
VERIZON COMMUNICATIONS INC COM COM 92343V104 25,184 433,082 SH   SOLE   423,910 0 9,172
WEC ENERGY GROUP INC COM COM 92939U106 592 6,325 SH   SOLE   6,325 0 0
WEINGARTEN RLTY INVS SH BEN INT SH BEN INT 948741103 15,361 570,800 SH   SOLE   232,800 0 338,000
WELLTOWER INC COM COM 95040Q104 22,111 308,690 SH   SOLE   129,200 0 179,490
WEST FRASER TIMBER CO LTD COM COM 952845105 69,680 770,716 SH   SOLE   630,233 0 140,483
WILLIAMS COS INC COM COM 969457100 1,723 72,711 SH   SOLE   72,711 0 0
WINTRUST FINL CORP COM COM 97650W108 18,670 246,311 SH   SOLE   198,389 0 47,922
WP CAREY INC COM COM 92936U109 2,148 30,360 SH   SOLE   12,400 0 17,960
XCEL ENERGY INC COM COM 98389B100 1,995 29,992 SH   SOLE   29,992 0 0
XYLEM INC COM COM 98419M100 3,352 31,873 SH   SOLE   31,873 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 2,101 7,604 SH   SOLE   7,604 0 0
ABBVIE INC COM COM 00287Y109 1,942 17,941 SH   SOLE   17,941 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 2,465 5,186 SH   SOLE   5,186 0 0
AMGEN INC COM COM 031162100 1,593 6,401 SH   SOLE   6,401 0 0
BK OF AMERICA CORP COM COM 060505104 29 748 SH   SOLE   748 0 0
BECTON DICKINSON & CO COM COM 075887109 36 150 SH   SOLE   150 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 1,846 29,238 SH   SOLE   29,238 0 0
COCA COLA CO COM COM 191216100 1,829 34,708 SH   SOLE   34,708 0 0
CSX CORP COM COM 126408103 15 159 SH   SOLE   159 0 0
ELECTRONIC ARTS INC COM COM 285512109 1,357 10,026 SH   SOLE   10,026 0 0
GENERAL MTRS CO COM COM 37045V100 34 598 SH   SOLE   598 0 0
SEAGATE TECHNOLOGY PLC SHS SHS G7945M107 25 327 SH   SOLE   327 0 0
INTUIT COM COM 461202103 1,436 3,749 SH   SOLE   3,749 0 0
NVIDIA CORPORATION COM COM 67066G104 2,381 4,459 SH   SOLE   4,459 0 0
HP INC COM COM 40434L105 47 1,473 SH   SOLE   1,473 0 0
HOME DEPOT INC COM COM 437076102 2,761 9,045 SH   SOLE   9,045 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 1,051 7,890 SH   SOLE   7,890 0 0
JOHNSON & JOHNSON COM COM 478160104 4,605 28,018 SH   SOLE   28,018 0 0
KELLOGG CO COM COM 487836108 32 505 SH   SOLE   505 0 0
LAM RESEARCH CORP COM COM 512807108 2,192 3,683 SH   SOLE   3,683 0 0
LOWES COS INC COM COM 548661107 2,137 11,239 SH   SOLE   11,239 0 0
MCDONALDS CORP COM COM 580135101 3,350 14,944 SH   SOLE   14,944 0 0
CUMMINS INC COM COM 231021106 28 109 SH   SOLE   109 0 0
MOODYS CORP COM COM 615369105 17 57 SH   SOLE   57 0 0
PROCTER AND GAMBLE CO COM COM 742718109 2,264 16,715 SH   SOLE   16,715 0 0
ROGERS COMMUNICATIONS INC CL B CL B 775109200 20 269 SH   SOLE   269 0 0
SALESFORCE COM INC COM COM 79466L302 1,771 8,358 SH   SOLE   8,358 0 0
TEXAS INSTRS INC COM COM 882508104 1,208 6,393 SH   SOLE   6,393 0 0
VISA INC COM CL A CL A 92826C839 2,481 11,717 SH   SOLE   11,717 0 0
VMWARE INC CL A COM COM 928563402 36 241 SH   SOLE   241 0 0
DISNEY WALT CO COM COM 254687106 2,074 11,240 SH   SOLE   11,240 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 1,612 27,012 SH   SOLE   27,012 0 0
BANK NOVA SCOTIA B C COM COM 064149107 4,215 42,671 SH   SOLE   42,671 0 0
EXELON CORP COM COM 30161N101 18 403 SH   SOLE   403 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 39 1,093 SH   SOLE   1,093 0 0
BCE INC COM NEW COM NEW 05534B760 64 895 SH   SOLE   895 0 0
ENBRIDGE INC COM COM 29250N105 2,559 44,479 SH   SOLE   44,479 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 2,173 19,459 SH   SOLE   19,459 0 0
MERCADOLIBRE INC COM COM 58733R102 15 10 SH   SOLE   10 0 0
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 36 2,313 SH   SOLE   2,313 0 0
LINDE PLC SHS SHS G5494J103 1,879 6,708 SH   SOLE   6,708 0 0
NEWMONT CORP COM COM 651639106 1,330 22,069 SH   SOLE   22,069 0 0
DUPONT DE NEMOURS INC COM COM 26614N102 194 2,515 SH   SOLE   2,515 0 0
TELUS CORPORATION COM COM 87971M103 57 1,805 SH   SOLE   1,805 0 0
APPLE INC COM COM 037833100 37 299 SH   SOLE   299 0 0
TESLA INC COM COM 88160R101 1,514 2,266 SH   SOLE   2,266 0 0