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 412 2,160 SH   SOLE   2,160 0 0
ALEXANDRIA REAL ESTATE EQUITIE REIT 015271109 1,091 9,469 SH   SOLE   9,469 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 901 9,057 SH   SOLE   9,057 0 0
ALLY FINANCIAL INC Common Stock 02005N100 1,678 74,551 SH   SOLE   74,551 0 0
ALPHABET INC Common Stock 02079K305 4,173 3,989 SH   SOLE   3,989 0 0
ALTRIA GROUP INC Common Stock 02209S103 364 7,371 SH   SOLE   7,371 0 0
AMAZON.COM INC Common Stock 023135106 4,167 2,764 SH   SOLE   2,764 0 0
AMC NETWORKS INC Common Stock 00164V103 1,439 26,442 SH   SOLE   26,442 0 0
AMERICAN HOMES 4 RENT REIT 02665T306 1,310 66,000 SH   SOLE   66,000 0 0
AMERICAN TOWER CORP REIT 03027X100 1,194 7,549 SH   SOLE   7,549 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 237 3,600 SH   SOLE   3,600 0 0
APPLE INC Common Stock 037833100 97 618 SH   SOLE   618 0 0
ARTHUR J GALLAGHER & CO Common Stock 363576109 57 781 SH   SOLE   781 0 0
AVALONBAY COMMUNITIES INC REIT 053484101 1,779 10,219 SH   SOLE   10,219 0 0
BAIDU INC ADR 056752108 1,010 6,194 SH   SOLE   6,194 0 0
BANK OF AMERICA CORP Common Stock 060505104 2,287 93,119 SH   SOLE   93,119 0 0
BANK OF NEW YORK MELLON CORP Common Stock 064058100 63 1,332 SH   SOLE   1,332 0 0
BECTON DICKINSON AND CO Common Stock 075887109 512 2,273 SH   SOLE   2,273 0 0
BERKIRE HATHAWAY INC Common Stock 084670108 27,882 91 SH   SOLE   91 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 3,008 1,739 SH   SOLE   1,739 0 0
BOSTON PROPERTIES INC REIT 101121101 1,053 9,356 SH   SOLE   9,356 0 0
BRIXMOR PROPERTY GROUP INC REIT 11120U105 350 23,803 SH   SOLE   23,803 0 0
BROADCOM INC Common Stock 11135F101 1,489 5,816 SH   SOLE   5,816 0 0
CANADIAN IMPERIAL BANK OF COMM Common Stock 136069101 54 718 SH   SOLE   718 0 0
CARS.COM INC Common Stock 14575E105 1,690 79,099 SH   SOLE   79,099 0 0
CBS CORP Common Stock 124857202 1,341 30,740 SH   SOLE   30,740 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 452 10,877 SH   SOLE   10,877 0 0
CHEMED CORP Common Stock 16359R103 1,786 6,365 SH   SOLE   6,365 0 0
CHEVRON CORP Common Stock 166764100 42 386 SH   SOLE   386 0 0
CISCO SYSTEMS INC Common Stock 17275R102 64 1,480 SH   SOLE   1,480 0 0
CITIGROUP INC Common Stock 172967424 3,172 61,135 SH   SOLE   61,135 0 0
CITIZENS FINANCIAL GROUP INC Common Stock 174610105 54 1,808 SH   SOLE   1,808 0 0
CME GROUP INC/IL Common Stock 12572Q105 1,708 9,089 SH   SOLE   9,089 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 303 5,091 SH   SOLE   5,091 0 0
COMCAST CORP Common Stock 20030N101 1,231 36,300 SH   SOLE   36,300 0 0
CYRUSONE INC REIT 23283R100 885 16,733 SH   SOLE   16,733 0 0
DELTA AIR LINES INC Common Stock 247361702 1,932 38,285 SH   SOLE   38,285 0 0
DIGITAL REALTY TRUST INC REIT 253868103 3,702 34,800 SH   SOLE   34,800 0 0
DOWDUPONT INC Common Stock 26078J100 40 751 SH   SOLE   751 0 0
DXC TECHNOLOGY CO Common Stock 23355L106 1,327 25,088 SH   SOLE   25,088 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 42 569 SH   SOLE   569 0 0
ELI LILLY & CO Common Stock 532457108 90 781 SH   SOLE   781 0 0
ENTERGY CORP Common Stock 29364G103 37 437 SH   SOLE   437 0 0
EQUITY RESIDENTIAL REIT 29476L107 515 7,800 SH   SOLE   7,800 0 0
ESSEX PROPERTY TRUST INC REIT 297178105 2,035 8,300 SH   SOLE   8,300 0 0
EXTENDED STAY AMERICA INC Unit 30224P200 1,501 96,140 SH   SOLE   96,140 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 450 2,250 SH   SOLE   2,250 0 0
FIFTH THIRD BANCORP Common Stock 316773100 21 916 SH   SOLE   916 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 1,556 48,172 SH   SOLE   48,172 0 0
GARRETT MOTION INC Common Stock 366505105 6 506 SH   SOLE   506 0 0
HANESBRANDS INC Common Stock 410345102 942 75,915 SH   SOLE   75,915 0 0
HASBRO INC Common Stock 418056107 38 473 SH   SOLE   473 0 0
HEALTHSOUTH CORP Common Stock 29261A100 39 641 SH   SOLE   641 0 0
HESS CORP Common Stock 42809H107 630 15,342 SH   SOLE   15,342 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 747 5,673 SH   SOLE   5,673 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 505 30,300 SH   SOLE   30,300 0 0
HP INC Common Stock 40434L105 47 2,282 SH   SOLE   2,282 0 0
HUDSON PACIFIC PROPERTIES INC REIT 444097109 964 33,172 SH   SOLE   33,172 0 0
INFOSYS LTD ADR 456788108 1,190 126,490 SH   SOLE   126,490 0 0
INTUIT INC Common Stock 461202103 746 3,790 SH   SOLE   3,790 0 0
ITAU UNIBANCO HOLDING SA ADR 465562106 838 92,152 SH   SOLE   92,152 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 1,039 17,876 SH   SOLE   17,876 0 0
JOHNSON & JOHNSON Common Stock 478160104 25,225 196,452 SH   SOLE   196,452 0 0
KIMCO REALTY CORP REIT 49446R109 1,260 86,000 SH   SOLE   86,000 0 0
KLA-TENCOR CORP Common Stock 482480100 44 491 SH   SOLE   491 0 0
LAM RESEARCH CORP Common Stock 512807108 988 7,236 SH   SOLE   7,236 0 0
LINCOLN NATIONAL CORP Common Stock 534187109 1,519 29,633 SH   SOLE   29,633 0 0
MAR & MCLENNAN COS INC Common Stock 571748102 95 1,192 SH   SOLE   1,192 0 0
MERCK & CO INC Common Stock 58933Y105 2,693 35,324 SH   SOLE   35,324 0 0
MICROSOFT CORP Common Stock 594918104 1,453 14,311 SH   SOLE   14,311 0 0
MID-AMERICA APARTMENT COMMUNIT REIT 59522J103 1,093 11,419 SH   SOLE   11,419 0 0
MOODY'S CORP Common Stock 615369105 886 6,324 SH   SOLE   6,324 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 1,082 27,278 SH   SOLE   27,278 0 0
MOSAIC CO/THE Common Stock 61945C103 1,517 51,928 SH   SOLE   51,928 0 0
NASDAQ OMX GROUP INC/THE Common Stock 631103108 52 635 SH   SOLE   635 0 0
NETAPP INC Common Stock 64110D104 738 12,446 SH   SOLE   12,446 0 0
NETEASE INC ADR 64110W102 162 690 SH   SOLE   690 0 0
NICE-SYSTEMS LTD ADR 653656108 959 8,916 SH   SOLE   8,916 0 0
NOMAD FOODS LTD Common Stock G6564A105 2,143 128,152 SH   SOLE   128,152 0 0
NORFOLK SOUTHERN CORP Common Stock 655844108 41 277 SH   SOLE   277 0 0
ON SEMICONDUCTOR CORP Common Stock 682189105 1,183 72,554 SH   SOLE   72,554 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 2,699 32,424 SH   SOLE   32,424 0 0
PEPSICO INC Common Stock 713448108 63 572 SH   SOLE   572 0 0
PERSPECTA INC Common Stock 715347100 1,039 62,642 SH   SOLE   62,642 0 0
PFIZER INC Common Stock 717081103 90 2,077 SH   SOLE   2,077 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 721 10,804 SH   SOLE   10,804 0 0
PHYSICIANS REALTY TRUST REIT 71943U104 1,042 65,033 SH   SOLE   65,033 0 0
PLANET FITNESS INC Common Stock 72703H101 2,408 45,396 SH   SOLE   45,396 0 0
POPULAR INC Common Stock 733174700 1,754 37,342 SH   SOLE   37,342 0 0
PROLOGIS INC REIT 74340W103 2,202 37,500 SH   SOLE   37,500 0 0
RAYTHEON CO Common Stock 755111507 59 387 SH   SOLE   387 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 792 39,480 SH   SOLE   39,480 0 0
REXFORD INDUSTRIAL REALTY INC REIT 76169C100 749 25,400 SH   SOLE   25,400 0 0
S&P GLOBAL INC Common Stock 78409V104 453 2,668 SH   SOLE   2,668 0 0
SCORPIO TANKERS INC Common Stock Y7542C106 615 348,722 SH   SOLE   348,722 0 0
SIMON PROPERTY GROUP INC REIT 828806109 1,874 11,157 SH   SOLE   11,157 0 0
STORE CAPITAL CORP REIT 862121100 1,368 48,316 SH   SOLE   48,316 0 0
SUN COMMUNITIES INC REIT 866674104 779 7,655 SH   SOLE   7,655 0 0
THERMO FIER SCIENTIFIC INC Common Stock 883556102 1,647 7,328 SH   SOLE   7,328 0 0
TIFFANY & CO Common Stock 886547108 34 422 SH   SOLE   422 0 0
TWENTY-FIRST CENTURY FOX INC Common Stock 90130A101 984 20,448 SH   SOLE   20,448 0 0
TYSON FOODS INC Common Stock 902494103 1,075 20,321 SH   SOLE   20,321 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 2,856 11,454 SH   SOLE   11,454 0 0
VALERO ENERGY CORP Common Stock 91913Y100 1,016 13,608 SH   SOLE   13,608 0 0
VENTAS INC REIT 92276F100 527 9,000 SH   SOLE   9,000 0 0
VERISIGN INC Common Stock 92343E102 1,177 7,939 SH   SOLE   7,939 0 0
VISA INC Common Stock 92826C839 1,394 10,564 SH   SOLE   10,564 0 0
VMWARE INC Common Stock 928563402 1,968 14,584 SH   SOLE   14,584 0 0
WELBILT INC Common Stock 949090104 704 63,584 SH   SOLE   63,584 0 0
WORLDPAY INC Common Stock 981558109 1,399 18,294 SH   SOLE   18,294 0 0
WYNDHAM HOTELS & RESORTS INC Common Stock 98311A105 545 11,994 SH   SOLE   11,994 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 1,148 32,143 SH   SOLE   32,143 0 0
ZIMMER HOLDINGS INC Common Stock 98956P102 1,704 16,448 SH   SOLE   16,448 0 0