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
ALLEGION PUB LTD CO ORD SHS SHS G0176J109 8,971 81,153 SH   SOLE 0 81,153 0 0
AMDOCS LTD SHS SHS G02602103 37,856 609,700 SH   SOLE 0 609,700 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS G1151C101 97,542 527,909 SH   SOLE 0 527,909 0 0
COCA COLA EUROPEAN PARTNERS SHS SHS G25839104 40,459 716,083 SH   SOLE 0 716,083 0 0
EATON CORP PLC SHS SHS G29183103 91,256 1,095,768 SH   SOLE 0 1,095,768 0 0
EVEREST RE GROUP LTD COM COM G3223R108 42,542 172,108 SH   SOLE 0 172,108 0 0
HERBALIFE NUTRITION LTD COM SHS SHS G4412G101 4,923 115,125 SH   SOLE 0 115,125 0 0
JANUS HENDERSON GROUP PLC ORD SHS SHS G4474Y214 3,317 155,009 SH   SOLE 0 155,009 0 0
INGERSOLL-RAND PLC SHS SHS G47791101 86,085 679,600 SH   SOLE 0 679,600 0 0
JAZZ PHARMACEUTICALS PLC SHS USD SHS G50871105 7,286 51,110 SH   SOLE 0 51,110 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 38,268 926,359 SH   SOLE 0 926,359 0 0
MEDTRONIC PLC SHS SHS G5960L103 58,167 597,262 SH   SOLE 0 597,262 0 0
WILLIS TOWERS WATSON PUB LTD SHS SHS G96629103 14,706 76,776 SH   SOLE 0 76,776 0 0
CHUBB LIMITED COM COM H1467J104 104,053 706,448 SH   SOLE 0 706,448 0 0
GARMIN LTD SHS SHS H2906T109 47,306 592,807 SH   SOLE 0 592,807 0 0
TE CONNECTIVITY LTD REG SHS SHS H84989104 87,849 917,192 SH   SOLE 0 917,192 0 0
ADECOAGRO S A COM COM L00849106 32,130 4,500,000 SH   SOLE 0 4,500,000 0 0
CHECK POINT SOFTWARE TECH LT ORD ORD M22465104 52,766 456,416 SH   SOLE 0 456,416 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - SHS N53745100 70,131 814,250 SH   SOLE 0 814,250 0 0
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 26,181 216,000 SH   SOLE 0 216,000 0 0
AFLAC INC COM COM 001055102 108,610 1,981,572 SH   SOLE 0 1,981,572 0 0
AES CORP COM COM 00130H105 33,322 1,988,171 SH   SOLE 0 1,988,171 0 0
AT T INC COM COM 00206R102 146,211 4,363,208 SH   SOLE 0 4,363,208 0 0
ABBOTT LABS COM COM 002824100 18,985 225,745 SH   SOLE 0 225,745 0 0
ABBVIE INC COM COM 00287Y109 3,636 50,000 SH   SOLE 0 50,000 0 0
ADVANCE AUTO PARTS INC COM COM 00751Y106 3,854 25,000 SH   SOLE 0 25,000 0 0
AIR PRODS CHEMS INC COM COM 009158106 10,973 48,472 SH   SOLE 0 48,472 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 155,074 1,099,114 SH   SOLE 0 1,099,114 0 0
ALLEGHANY CORP DEL COM COM 017175100 20,126 29,549 SH   SOLE 0 29,549 0 0
ALLSTATE CORP COM COM 020002101 94,472 929,017 SH   SOLE 0 929,017 0 0
ALLY FINL INC COM COM 02005N100 57,518 1,856,032 SH   SOLE 0 1,856,032 0 0
AMEREN CORP COM COM 023608102 30,772 409,692 SH   SOLE 0 409,692 0 0
AMERICAN EXPRESS CO COM COM 025816109 41,846 338,996 SH   SOLE 0 338,996 0 0
AMERICAN INTL GROUP INC COM NEW COM 026874784 40,599 762,002 SH   SOLE 0 762,002 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 46,745 402,976 SH   SOLE 0 402,976 0 0
AMGEN INC COM COM 031162100 165,140 896,134 SH   SOLE 0 896,134 0 0
APPLE INC COM COM 037833100 401,124 2,026,700 SH   SOLE 0 2,026,700 0 0
AUTOZONE INC COM COM 053332102 83,555 75,996 SH   SOLE 0 75,996 0 0
AVALONBAY CMNTYS INC COM COM 053484101 389,293 1,916,000 SH   SOLE 0 1,916,000 0 0
AVERY DENNISON CORP COM COM 053611109 46,730 403,955 SH   SOLE 0 403,955 0 0
BB T CORP COM COM 054937107 46,308 942,555 SH   SOLE 0 942,555 0 0
BANK AMER CORP COM COM 060505104 151,204 5,213,930 SH   SOLE 0 5,213,930 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 64,880 1,469,539 SH   SOLE 0 1,469,539 0 0
BERKLEY W R CORP COM COM 084423102 3,175 48,153 SH   SOLE 0 48,153 0 0
BEST BUY INC COM COM 086516101 53,255 763,733 SH   SOLE 0 763,733 0 0
BLACKROCK INC COM COM 09247X101 1,314 2,799 SH   SOLE 0 2,799 0 0
BLOCK H R INC COM COM 093671105 6,947 237,101 SH   SOLE 0 237,101 0 0
BORGWARNER INC COM COM 099724106 14,609 348,000 SH   SOLE 0 348,000 0 0
BOSTON PROPERTIES INC COM COM 101121101 213,138 1,652,233 SH   SOLE 0 1,652,233 0 0
BRISTOL MYERS SQUIBB CO COM COM 110122108 49,045 1,081,468 SH   SOLE 0 1,081,468 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 1,985 15,547 SH   SOLE 0 15,547 0 0
BROWN BROWN INC COM COM 115236101 24,051 717,940 SH   SOLE 0 717,940 0 0
CDK GLOBAL INC COM COM 12508E101 13,860 280,333 SH   SOLE 0 280,333 0 0
CDW CORP COM COM 12514G108 24,453 220,300 SH   SOLE 0 220,300 0 0
C H ROBINSON WORLDWIDE INC COM NEW COM 12541W209 3,374 40,000 SH   SOLE 0 40,000 0 0
CIGNA CORP NEW COM COM 125523100 64,766 411,085 SH   SOLE 0 411,085 0 0
CIT GROUP INC COM NEW COM 125581801 17,059 324,691 SH   SOLE 0 324,691 0 0
CNA FINL CORP COM COM 126117100 528 11,227 SH   SOLE 0 11,227 0 0
CAMPBELL SOUP CO COM COM 134429109 32,489 810,804 SH   SOLE 0 810,804 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 14,860 163,764 SH   SOLE 0 163,764 0 0
CARNIVAL CORP UNIT 99/99/9999 COM 143658300 19,542 419,815 SH   SOLE 0 419,815 0 0
CELANESE CORP DEL COM COM 150870103 46,215 428,715 SH   SOLE 0 428,715 0 0
CELGENE CORP COM COM 151020104 14,761 159,679 SH   SOLE 0 159,679 0 0
CHEVRON CORP NEW COM COM 166764100 164,371 1,320,887 SH   SOLE 0 1,320,887 0 0
CHURCH DWIGHT INC COM COM 171340102 55,080 753,900 SH   SOLE 0 753,900 0 0
CINCINNATI FINL CORP COM COM 172062101 55,762 537,883 SH   SOLE 0 537,883 0 0
CISCO SYS INC COM COM 17275R102 268,015 4,897,048 SH   SOLE 0 4,897,048 0 0
CITIGROUP INC COM NEW COM 172967424 90,843 1,297,200 SH   SOLE 0 1,297,200 0 0
CITRIX SYS INC COM COM 177376100 33,307 339,382 SH   SOLE 0 339,382 0 0
CLOROX CO DEL COM COM 189054109 5,037 32,900 SH   SOLE 0 32,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CLASS A 192446102 56,897 897,566 SH   SOLE 0 897,566 0 0
COLGATE PALMOLIVE CO COM COM 194162103 51,084 712,773 SH   SOLE 0 712,773 0 0
COMCAST CORP NEW CL A CLASS A 20030N101 206,986 4,895,601 SH   SOLE 0 4,895,601 0 0
COMERICA INC COM COM 200340107 3,632 50,000 SH   SOLE 0 50,000 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR ADR 20441A102 4,868 400,000 SH   SOLE 0 400,000 0 0
CONOCOPHILLIPS COM COM 20825C104 121,754 1,995,967 SH   SOLE 0 1,995,967 0 0
CORNING INC COM COM 219350105 4,444 133,729 SH   SOLE 0 133,729 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 129,752 491,000 SH   SOLE 0 491,000 0 0
CUBESMART COM COM 229663109 146,982 4,395,406 SH   SOLE 0 4,395,406 0 0
CUMMINS INC COM COM 231021106 77,990 455,177 SH   SOLE 0 455,177 0 0
D R HORTON INC COM COM 23331A109 18,658 432,600 SH   SOLE 0 432,600 0 0
DANAHER CORPORATION COM COM 235851102 54,595 382,000 SH   SOLE 0 382,000 0 0
DARDEN RESTAURANTS INC COM COM 237194105 44,591 366,313 SH   SOLE 0 366,313 0 0
DELTA AIR LINES INC DEL COM NEW COM 247361702 16,350 288,100 SH   SOLE 0 288,100 0 0
DIGITAL RLTY TR INC COM COM 253868103 347,009 2,946,000 SH   SOLE 0 2,946,000 0 0
DISNEY WALT CO COM DISNEY COM 254687106 161,932 1,159,640 SH   SOLE 0 1,159,640 0 0
DISCOVER FINL SVCS COM COM 254709108 30,283 390,300 SH   SOLE 0 390,300 0 0
DOLLAR GEN CORP NEW COM COM 256677105 97,534 721,622 SH   SOLE 0 721,622 0 0
DUKE REALTY CORP COM NEW COM 264411505 439,478 13,903,143 SH   SOLE 0 13,903,143 0 0
EASTMAN CHEMICAL CO COM COM 277432100 41,563 534,024 SH   SOLE 0 534,024 0 0
EBAY INC COM COM 278642103 80,995 2,050,500 SH   SOLE 0 2,050,500 0 0
ECOLAB INC COM COM 278865100 36,448 184,604 SH   SOLE 0 184,604 0 0
EMERSON ELEC CO COM COM 291011104 3,707 55,555 SH   SOLE 0 55,555 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107 408,677 5,383,000 SH   SOLE 0 5,383,000 0 0
ESSEX PPTY TR INC COM COM 297178105 305,067 1,045,000 SH   SOLE 0 1,045,000 0 0
EVERSOURCE ENERGY COM COM 30040W108 48,100 634,900 SH   SOLE 0 634,900 0 0
EXELON CORP COM COM 30161N101 56,868 1,186,233 SH   SOLE 0 1,186,233 0 0
EXPEDIA GROUP INC COM NEW COM 30212P303 17,294 130,000 SH   SOLE 0 130,000 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 5,877 77,476 SH   SOLE 0 77,476 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 209,647 1,975,934 SH   SOLE 0 1,975,934 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW INT 313747206 245,592 1,907,362 SH   SOLE 0 1,907,362 0 0
F5 NETWORKS INC COM COM 315616102 37,922 260,401 SH   SOLE 0 260,401 0 0
FIDELITY NATL INFORMATION SV COM COM 31620M106 10,829 88,274 SH   SOLE 0 88,274 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303 48,849 1,212,137 SH   SOLE 0 1,212,137 0 0
FISERV INC COM COM 337738108 4,697 51,525 SH   SOLE 0 51,525 0 0
FORTUNE BRANDS HOME SEC IN COM COM 34964C106 25,726 450,298 SH   SOLE 0 450,298 0 0
FRANKLIN RES INC COM COM 354613101 16,175 464,800 SH   SOLE 0 464,800 0 0
GALLAGHER ARTHUR J CO COM COM 363576109 10,918 124,646 SH   SOLE 0 124,646 0 0
GAMING LEISURE PPTYS INC COM COM 36467J108 322,703 8,278,672 SH   SOLE 0 8,278,672 0 0
GENERAL MLS INC COM COM 370334104 66,040 1,257,418 SH   SOLE 0 1,257,418 0 0
GENTEX CORP COM COM 371901109 37,146 1,509,395 SH   SOLE 0 1,509,395 0 0
GENUINE PARTS CO COM COM 372460105 52,492 506,779 SH   SOLE 0 506,779 0 0
GILEAD SCIENCES INC COM COM 375558103 112,629 1,667,091 SH   SOLE 0 1,667,091 0 0
HCA HEALTHCARE INC COM COM 40412C101 65,364 483,568 SH   SOLE 0 483,568 0 0
HCP INC COM COM 40414L109 270,071 8,445,000 SH   SOLE 0 8,445,000 0 0
HP INC COM COM 40434L105 80,046 3,850,228 SH   SOLE 0 3,850,228 0 0
HAIN CELESTIAL GROUP INC COM COM 405217100 41,288 1,885,297 SH   SOLE 0 1,885,297 0 0
HARLEY DAVIDSON INC COM COM 412822108 4,882 136,255 SH   SOLE 0 136,255 0 0
HARTFORD FINL SVCS GROUP INC COM COM 416515104 58,066 1,042,111 SH   SOLE 0 1,042,111 0 0
HERSHEY CO COM COM 427866108 67,673 504,913 SH   SOLE 0 504,913 0 0
HOME DEPOT INC COM COM 437076102 214,638 1,032,062 SH   SOLE 0 1,032,062 0 0
HORMEL FOODS CORP COM COM 440452100 32,298 796,700 SH   SOLE 0 796,700 0 0
HOSPITALITY PPTYS TR COM SH BEN INT INT 44106M102 14,188 567,522 SH   SOLE 0 567,522 0 0
HOST HOTELS RESORTS INC COM COM 44107P104 213,300 11,706,903 SH   SOLE 0 11,706,903 0 0
HUDSON PAC PPTYS INC COM COM 444097109 348,837 10,485,038 SH   SOLE 0 10,485,038 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 20,096 133,254 SH   SOLE 0 133,254 0 0
ILLUMINA INC COM COM 452327109 18,173 49,364 SH   SOLE 0 49,364 0 0
INGREDION INC COM COM 457187102 27,687 335,635 SH   SOLE 0 335,635 0 0
INTEL CORP COM COM 458140100 165,520 3,457,700 SH   SOLE 0 3,457,700 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 11,570 134,629 SH   SOLE 0 134,629 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 165,049 1,196,876 SH   SOLE 0 1,196,876 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100 3,637 160,991 SH   SOLE 0 160,991 0 0
INVITATION HOMES INC COM COM 46187W107 155,141 5,804,000 SH   SOLE 0 5,804,000 0 0
JPMORGAN CHASE CO COM COM 46625H100 147,016 1,314,993 SH   SOLE 0 1,314,993 0 0
JABIL INC COM COM 466313103 16,186 512,200 SH   SOLE 0 512,200 0 0
JOHNSON JOHNSON COM COM 478160104 277,751 1,994,189 SH   SOLE 0 1,994,189 0 0
JUNIPER NETWORKS INC COM COM 48203R104 40,695 1,528,163 SH   SOLE 0 1,528,163 0 0
KLA-TENCOR CORP COM COM 482480100 13,574 114,840 SH   SOLE 0 114,840 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 22,391 183,800 SH   SOLE 0 183,800 0 0
KELLOGG CO COM COM 487836108 41,619 776,900 SH   SOLE 0 776,900 0 0
KILROY RLTY CORP COM COM 49427F108 390,509 5,290,738 SH   SOLE 0 5,290,738 0 0
KIMBERLY CLARK CORP COM COM 494368103 102,879 771,900 SH   SOLE 0 771,900 0 0
LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 50,728 293,396 SH   SOLE 0 293,396 0 0
LAS VEGAS SANDS CORP COM COM 517834107 25,675 434,500 SH   SOLE 0 434,500 0 0
LEAR CORP COM NEW COM 521865204 38,830 278,808 SH   SOLE 0 278,808 0 0
LEGGETT PLATT INC COM COM 524660107 11,158 290,805 SH   SOLE 0 290,805 0 0
LIBERTY PPTY TR SH BEN INT SHS 531172104 26,588 531,330 SH   SOLE 0 531,330 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM COM 531229409 4,838 127,374 SH   SOLE 0 127,374 0 0
LIFE STORAGE INC COM COM 53223X107 227,266 2,390,258 SH   SOLE 0 2,390,258 0 0
LILLY ELI CO COM COM 532457108 3,796 34,264 SH   SOLE 0 34,264 0 0
LOEWS CORP COM COM 540424108 60,828 1,112,638 SH   SOLE 0 1,112,638 0 0
LOWES COS INC COM COM 548661107 119,307 1,182,314 SH   SOLE 0 1,182,314 0 0
M T BK CORP COM COM 55261F104 44,295 260,449 SH   SOLE 0 260,449 0 0
MANPOWERGROUP INC COM COM 56418H100 33,587 347,687 SH   SOLE 0 347,687 0 0
MARSH MCLENNAN COS INC COM COM 571748102 78,243 784,392 SH   SOLE 0 784,392 0 0
MASCO CORP COM COM 574599106 26,126 665,799 SH   SOLE 0 665,799 0 0
MAXIM INTEGRATED PRODS INC COM COM 57772K101 5,702 95,320 SH   SOLE 0 95,320 0 0
MCDONALDS CORP COM COM 580135101 22,141 106,619 SH   SOLE 0 106,619 0 0
MCKESSON CORP COM COM 58155Q103 41,862 311,495 SH   SOLE 0 311,495 0 0
MERCK CO INC COM COM 58933Y105 214,757 2,561,200 SH   SOLE 0 2,561,200 0 0
METLIFE INC COM COM 59156R108 35,267 710,028 SH   SOLE 0 710,028 0 0
MICROSOFT CORP COM COM 594918104 75,172 561,155 SH   SOLE 0 561,155 0 0
MONDELEZ INTL INC CL A CLASS A 609207105 50,113 929,747 SH   SOLE 0 929,747 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 46,476 278,752 SH   SOLE 0 278,752 0 0
NRG ENERGY INC COM NEW COM 629377508 1,284 36,560 SH   SOLE 0 36,560 0 0
NVR INC COM COM 62944T105 6,575 1,951 SH   SOLE 0 1,951 0 0
NASDAQ INC COM COM 631103108 29,028 301,841 SH   SOLE 0 301,841 0 0
NATIONAL RETAIL PPTYS INC COM COM 637417106 167,744 3,164,375 SH   SOLE 0 3,164,375 0 0
NEWMONT GOLDCORP CORPORATION COM COM 651639106 36,291 943,360 SH   SOLE 0 943,360 0 0
NEWS CORP NEW CL A CLASS A 65249B109 12,087 896,000 SH   SOLE 0 896,000 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 6,857 34,400 SH   SOLE 0 34,400 0 0
NORTHERN TR CORP COM COM 665859104 4,500 50,000 SH   SOLE 0 50,000 0 0
NUCOR CORP COM COM 670346105 60,222 1,092,957 SH   SOLE 0 1,092,957 0 0
OLD REP INTL CORP COM COM 680223104 6,528 291,708 SH   SOLE 0 291,708 0 0
OMNICOM GROUP INC COM COM 681919106 63,526 775,177 SH   SOLE 0 775,177 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 93,051 2,532,000 SH   SOLE 0 2,532,000 0 0
ORACLE CORP COM COM 68389X105 128,656 2,258,315 SH   SOLE 0 2,258,315 0 0
OWENS CORNING NEW COM COM 690742101 37,888 651,000 SH   SOLE 0 651,000 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 67,166 489,266 SH   SOLE 0 489,266 0 0
PPG INDS INC COM COM 693506107 52,197 447,236 SH   SOLE 0 447,236 0 0
PVH CORP COM COM 693656100 18,422 194,651 SH   SOLE 0 194,651 0 0
PACCAR INC COM COM 693718108 33,793 471,573 SH   SOLE 0 471,573 0 0
PACKAGING CORP AMER COM COM 695156109 14,994 157,300 SH   SOLE 0 157,300 0 0
PEPSICO INC COM COM 713448108 174,607 1,331,555 SH   SOLE 0 1,331,555 0 0
PFIZER INC COM COM 717081103 263,011 6,071,354 SH   SOLE 0 6,071,354 0 0
PHYSICIANS RLTY TR COM COM 71943U104 108,215 6,205,000 SH   SOLE 0 6,205,000 0 0
PINNACLE WEST CAP CORP COM COM 723484101 2,747 29,200 SH   SOLE 0 29,200 0 0
PRICE T ROWE GROUP INC COM COM 74144T108 33,110 301,800 SH   SOLE 0 301,800 0 0
PROCTER AND GAMBLE CO COM COM 742718109 276,104 2,518,047 SH   SOLE 0 2,518,047 0 0
PROGRESSIVE CORP OHIO COM COM 743315103 95,412 1,193,700 SH   SOLE 0 1,193,700 0 0
PROLOGIS INC COM COM 74340W103 331,778 4,142,046 SH   SOLE 0 4,142,046 0 0
PRUDENTIAL FINL INC COM COM 744320102 38,703 383,200 SH   SOLE 0 383,200 0 0
PUBLIC STORAGE COM COM 74460D109 20,244 85,000 SH   SOLE 0 85,000 0 0
PULTE GROUP INC COM COM 745867101 40,497 1,280,734 SH   SOLE 0 1,280,734 0 0
QTS RLTY TR INC COM CL A CLASS A 74736A103 81,092 1,756,000 SH   SOLE 0 1,756,000 0 0
QORVO INC COM COM 74736K101 4,663 70,000 SH   SOLE 0 70,000 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100 54,225 532,611 SH   SOLE 0 532,611 0 0
RLJ LODGING TR COM COM 74965L101 128,488 7,242,838 SH   SOLE 0 7,242,838 0 0
REGENCY CTRS CORP COM COM 758849103 271,675 4,070,645 SH   SOLE 0 4,070,645 0 0
REPUBLIC SVCS INC COM COM 760759100 34,945 403,333 SH   SOLE 0 403,333 0 0
REXFORD INDL RLTY INC COM COM 76169C100 182,007 4,508,463 SH   SOLE 0 4,508,463 0 0
ROBERT HALF INTL INC COM COM 770323103 31,208 547,419 SH   SOLE 0 547,419 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 17,134 104,583 SH   SOLE 0 104,583 0 0
ROSS STORES INC COM COM 778296103 78,331 790,269 SH   SOLE 0 790,269 0 0
SL GREEN RLTY CORP COM COM 78440X101 33,976 422,747 SH   SOLE 0 422,747 0 0
HENRY SCHEIN INC COM COM 806407102 21,697 310,397 SH   SOLE 0 310,397 0 0
SEALED AIR CORP NEW COM COM 81211K100 15,512 362,610 SH   SOLE 0 362,610 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 577,857 3,617,034 SH   SOLE 0 3,617,034 0 0
SMUCKER J M CO COM NEW COM 832696405 19,980 173,455 SH   SOLE 0 173,455 0 0
SNAP ON INC COM COM 833034101 44,270 267,265 SH   SOLE 0 267,265 0 0
SOUTHWEST AIRLS CO COM COM 844741108 16,549 325,900 SH   SOLE 0 325,900 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 10,109 535,161 SH   SOLE 0 535,161 0 0
STARBUCKS CORP COM COM 855244109 2,926 34,900 SH   SOLE 0 34,900 0 0
STATE STR CORP COM COM 857477103 29,122 519,479 SH   SOLE 0 519,479 0 0
STEEL DYNAMICS INC COM COM 858119100 3,518 116,502 SH   SOLE 0 116,502 0 0
SUN CMNTYS INC COM COM 866674104 91,912 717,000 SH   SOLE 0 717,000 0 0
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 180,077 13,134,753 SH   SOLE 0 13,134,753 0 0
SYSCO CORP COM COM 871829107 76,353 1,079,653 SH   SOLE 0 1,079,653 0 0
TJX COS INC NEW COM COM 872540109 131,957 2,495,400 SH   SOLE 0 2,495,400 0 0
TARGET CORP COM COM 87612E106 93,258 1,076,759 SH   SOLE 0 1,076,759 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS COM 881624209 14,888 1,613,034 SH   SOLE 0 1,613,034 0 0
TEXAS INSTRS INC COM COM 882508104 77,922 679,000 SH   SOLE 0 679,000 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 59,404 202,274 SH   SOLE 0 202,274 0 0
TOLL BROTHERS INC COM COM 889478103 24,803 677,318 SH   SOLE 0 677,318 0 0
TORCHMARK CORP COM COM 891027104 45,120 504,355 SH   SOLE 0 504,355 0 0
TOTAL SYS SVCS INC COM COM 891906109 32,080 250,100 SH   SOLE 0 250,100 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 96,704 646,765 SH   SOLE 0 646,765 0 0
TYSON FOODS INC CL A CLASS A 902494103 71,092 880,500 SH   SOLE 0 880,500 0 0
UDR INC COM COM 902653104 227,996 5,079,000 SH   SOLE 0 5,079,000 0 0
US BANCORP DEL COM NEW COM 902973304 82,387 1,572,271 SH   SOLE 0 1,572,271 0 0
UNION PACIFIC CORP COM COM 907818108 46,756 276,484 SH   SOLE 0 276,484 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 193,456 792,821 SH   SOLE 0 792,821 0 0
UNIVERSAL HLTH SVCS INC CL B CLASS B 913903100 14,109 108,203 SH   SOLE 0 108,203 0 0
VENTAS INC COM COM 92276F100 52,971 775,000 SH   SOLE 0 775,000 0 0
VEREIT INC COM COM 92339V100 219,507 24,362,611 SH   SOLE 0 24,362,611 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 210,913 3,691,803 SH   SOLE 0 3,691,803 0 0
VICI PPTYS INC COM COM 925652109 251,025 11,389,497 SH   SOLE 0 11,389,497 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 92,099 1,684,628 SH   SOLE 0 1,684,628 0 0
WASTE MGMT INC DEL COM COM 94106L109 99,957 866,400 SH   SOLE 0 866,400 0 0
WELLS FARGO CO NEW COM COM 949746101 6,152 130,000 SH   SOLE 0 130,000 0 0
WELLTOWER INC COM COM 95040Q104 558,562 6,851,000 SH   SOLE 0 6,851,000 0 0
WESTERN UN CO COM COM 959802109 45,663 2,295,782 SH   SOLE 0 2,295,782 0 0
XYLEM INC COM COM 98419M100 30,664 366,623 SH   SOLE 0 366,623 0 0
ZIONS BANCORPORATION N A COM COM 989701107 3,515 76,441 SH   SOLE 0 76,441 0 0