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 400 1,927 SH   SOLE   1,927 0 0
ALEXANDRIA REAL ESTATE EQUITIE REIT 015271109 1,378 9,669 SH   SOLE   9,669 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 1,245 9,299 SH   SOLE   9,299 0 0
ALLY FINANCIAL INC Common Stock 02005N100 2,104 76,542 SH   SOLE   76,542 0 0
ALPHABET INC Common Stock 02079K305 4,794 4,104 SH   SOLE   4,104 0 0
ALTRIA GROUP INC Common Stock 02209S103 423 7,371 SH   SOLE   7,371 0 0
AMAZON.COM INC Common Stock 023135106 4,195 2,356 SH   SOLE   2,356 0 0
AMC NETWORKS INC Common Stock 00164V103 1,547 27,148 SH   SOLE   27,148 0 0
AMERICAN HOMES 4 RENT REIT 02665T306 1,545 68,000 SH   SOLE   68,000 0 0
AMERICAN TOWER CORP REIT 03027X100 304 1,541 SH   SOLE   1,541 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 302 3,600 SH   SOLE   3,600 0 0
APPLE INC Common Stock 037833100 95 505 SH   SOLE   505 0 0
ARTHUR J GALLAGHER & CO Common Stock 363576109 60 781 SH   SOLE   781 0 0
AVALONBAY COMMUNITIES INC REIT 053484101 1,810 9,019 SH   SOLE   9,019 0 0
BANK OF AMERICA CORP Common Stock 060505104 2,624 95,930 SH   SOLE   95,930 0 0
BANK OF NEW YORK MELLON CORP Common Stock 064058100 67 1,332 SH   SOLE   1,332 0 0
BECTON DICKINSON AND CO Common Stock 075887109 568 2,273 SH   SOLE   2,273 0 0
BERKSHIRE HATHAWAY INC Common Stock 084670108 27,367 91 SH   SOLE   91 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 3,610 2,070 SH   SOLE   2,070 0 0
BOSTON PROPERTIES INC REIT 101121101 1,279 9,556 SH   SOLE   9,556 0 0
CANADIAN IMPERIAL BANK OF COMM Common Stock 136069101 57 718 SH   SOLE   718 0 0
CARS.COM INC Common Stock 14575E105 1,851 81,211 SH   SOLE   81,211 0 0
CBS CORP Common Stock 124857202 1,851 39,068 SH   SOLE   39,068 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 465 10,877 SH   SOLE   10,877 0 0
CHEMED CORP Common Stock 16359R103 2,104 6,535 SH   SOLE   6,535 0 0
CHEVRON CORP Common Stock 166764100 58 472 SH   SOLE   472 0 0
CISCO SYSTEMS INC Common Stock 17275R102 84 1,576 SH   SOLE   1,576 0 0
CITIGROUP INC Common Stock 172967424 3,914 62,893 SH   SOLE   62,893 0 0
CITIZENS FINANCIAL GROUP INC Common Stock 174610105 59 1,808 SH   SOLE   1,808 0 0
CME GROUP INC/IL Common Stock 12572Q105 1,536 9,400 SH   SOLE   9,400 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 349 5,091 SH   SOLE   5,091 0 0
COMCAST CORP Common Stock 20030N101 1,478 37,212 SH   SOLE   37,212 0 0
CYRUSONE INC REIT 23283R100 904 17,233 SH   SOLE   17,233 0 0
DELL TECHNOLOGIES INC Common Stock 24703L202 175 2,996 SH   SOLE   2,996 0 0
DELTA AIR LINES INC Common Stock 247361702 2,013 39,307 SH   SOLE   39,307 0 0
DIGITAL REALTY TRUST INC REIT 253868103 4,193 35,200 SH   SOLE   35,200 0 0
DXC TECHNOLOGY CO Common Stock 23355L106 1,652 25,540 SH   SOLE   25,540 0 0
ELI LILLY & CO Common Stock 532457108 89 686 SH   SOLE   686 0 0
ENTERGY CORP Common Stock 29364G103 48 507 SH   SOLE   507 0 0
EQUITY RESIDENTIAL REIT 29476L107 904 12,000 SH   SOLE   12,000 0 0
ESSEX PROPERTY TRUST INC REIT 297178105 2,227 7,700 SH   SOLE   7,700 0 0
EXTENDED STAY AMERICA INC Unit 30224P200 1,781 98,707 SH   SOLE   98,707 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 559 2,250 SH   SOLE   2,250 0 0
FIFTH THIRD BANCORP Common Stock 316773100 23 916 SH   SOLE   916 0 0
FOX CORP Common Stock 35137L105 250 6,815 SH   SOLE   6,815 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 1,911 49,560 SH   SOLE   49,560 0 0
GARRETT MOTION INC Common Stock 366505105 8 506 SH   SOLE   506 0 0
HANESBRANDS INC Common Stock 410345102 1,356 75,742 SH   SOLE   75,742 0 0
HASBRO INC Common Stock 418056107 44 514 SH   SOLE   514 0 0
HEALTHSOUTH CORP Common Stock 29261A100 39 671 SH   SOLE   671 0 0
HESS CORP Common Stock 42809H107 959 15,752 SH   SOLE   15,752 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 935 5,917 SH   SOLE   5,917 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 590 31,200 SH   SOLE   31,200 0 0
HP INC Common Stock 40434L105 44 2,282 SH   SOLE   2,282 0 0
HUDSON PACIFIC PROPERTIES INC REIT 444097109 1,176 34,172 SH   SOLE   34,172 0 0
INFOSYS LTD ADR 456788108 1,423 129,324 SH   SOLE   129,324 0 0
INTUIT INC Common Stock 461202103 1,012 3,870 SH   SOLE   3,870 0 0
ITAU UNIBANCO HOLDING SA ADR 465562106 828 94,613 SH   SOLE   94,613 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 1,381 18,353 SH   SOLE   18,353 0 0
JOHNSON & JOHNSON Common Stock 478160104 25,586 183,892 SH   SOLE   183,892 0 0
KIMCO REALTY CORP REIT 49446R109 1,099 59,400 SH   SOLE   59,400 0 0
KLA-TENCOR CORP Common Stock 482480100 58 491 SH   SOLE   491 0 0
LAM RESEARCH CORP Common Stock 512807108 1,324 7,429 SH   SOLE   7,429 0 0
LINCOLN NATIONAL CORP Common Stock 534187109 1,785 30,424 SH   SOLE   30,424 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 111 1,192 SH   SOLE   1,192 0 0
MERCK & CO INC Common Stock 58933Y105 3,008 36,232 SH   SOLE   36,232 0 0
MICROSOFT CORP Common Stock 594918104 4,526 38,543 SH   SOLE   38,543 0 0
MID-AMERICA APARTMENT COMMUNIT REIT 59522J103 1,192 10,905 SH   SOLE   10,905 0 0
MOODY'S CORP Common Stock 615369105 1,169 6,458 SH   SOLE   6,458 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 1,179 28,006 SH   SOLE   28,006 0 0
MOSAIC CO/THE Common Stock 61945C103 1,463 53,315 SH   SOLE   53,315 0 0
NASDAQ OMX GROUP INC/THE Common Stock 631103108 55 635 SH   SOLE   635 0 0
NETAPP INC Common Stock 64110D104 883 12,898 SH   SOLE   12,898 0 0
NETEASE INC ADR 64110W102 167 690 SH   SOLE   690 0 0
NICE-SYSTEMS LTD ADR 653656108 1,108 9,154 SH   SOLE   9,154 0 0
NOMAD FOODS LTD Common Stock G6564A105 2,745 132,144 SH   SOLE   132,144 0 0
NORFOLK SOUTHERN CORP Common Stock 655844108 52 277 SH   SOLE   277 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 3,455 33,290 SH   SOLE   33,290 0 0
PEPSICO INC Common Stock 713448108 70 572 SH   SOLE   572 0 0
PERSPECTA INC Common Stock 715347100 1,336 64,206 SH   SOLE   64,206 0 0
PFIZER INC Common Stock 717081103 87 2,060 SH   SOLE   2,060 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 975 11,033 SH   SOLE   11,033 0 0
PHYSICIANS REALTY TRUST REIT 71943U104 1,260 66,976 SH   SOLE   66,976 0 0
PLANET FITNESS INC Common Stock 72703H101 3,169 46,403 SH   SOLE   46,403 0 0
POPULAR INC Common Stock 733174700 2,008 38,339 SH   SOLE   38,339 0 0
PROLOGIS INC REIT 74340W103 2,338 32,500 SH   SOLE   32,500 0 0
RAYTHEON CO Common Stock 755111507 75 413 SH   SOLE   413 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 831 43,410 SH   SOLE   43,410 0 0
REXFORD INDUSTRIAL REALTY INC REIT 76169C100 937 26,159 SH   SOLE   26,159 0 0
S&P GLOBAL INC Common Stock 78409V104 562 2,668 SH   SOLE   2,668 0 0
SCORPIO TANKERS INC Common Stock Y7542C130 950 48,000 SH   SOLE   48,000 0 0
SIMON PROPERTY GROUP INC REIT 828806109 2,580 14,157 SH   SOLE   14,157 0 0
STORE CAPITAL CORP REIT 862121100 1,667 49,760 SH   SOLE   49,760 0 0
SUN COMMUNITIES INC REIT 866674104 1,334 11,255 SH   SOLE   11,255 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 2,038 7,524 SH   SOLE   7,524 0 0
TIFFANY & CO Common Stock 886547108 67 640 SH   SOLE   640 0 0
TYSON FOODS INC Common Stock 902494103 1,435 20,864 SH   SOLE   20,864 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 3,375 13,834 SH   SOLE   13,834 0 0
VALERO ENERGY CORP Common Stock 91913Y100 1,172 13,972 SH   SOLE   13,972 0 0
VENTAS INC REIT 92276F100 900 14,100 SH   SOLE   14,100 0 0
VERISIGN INC Common Stock 92343E102 1,472 8,107 SH   SOLE   8,107 0 0
VISA INC Common Stock 92826C839 1,685 10,788 SH   SOLE   10,788 0 0
VMWARE INC Common Stock 928563402 2,673 14,973 SH   SOLE   14,973 0 0
WELBILT INC Common Stock 949090104 1,062 65,283 SH   SOLE   65,283 0 0
WORLDPAY INC Common Stock 981558109 2,111 18,782 SH   SOLE   18,782 0 0
WYNDHAM HOTELS & RESORTS INC Common Stock 98311A105 615 12,315 SH   SOLE   12,315 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 1,332 33,002 SH   SOLE   33,002 0 0
ZIMMER HOLDINGS INC Common Stock 98956P102 2,139 16,887 SH   SOLE   16,887 0 0