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
ABBOTT LABORATORIES Common Stock 002824100 1,548 17,862 SH   SOLE   17,862 0 0
AFLAC INC Common Stock 001055102 36 672 SH   SOLE   672 0 0
ALEXANDRIA REAL ESTATE EQUITIE REIT 015271109 1,045 6,469 SH   SOLE   6,469 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 1,155 10,753 SH   SOLE   10,753 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 88 413 SH   SOLE   413 0 0
ALLY FINANCIAL INC Common Stock 02005N100 2,636 86,089 SH   SOLE   86,089 0 0
ALPHABET INC Common Stock 02079K305 6,237 4,661 SH   SOLE   4,661 0 0
ALTRIA GROUP INC Common Stock 02209S103 368 7,371 SH   SOLE   7,371 0 0
AMAZON.COM INC Common Stock 023135106 3,301 1,784 SH   SOLE   1,784 0 0
AMC NETWORKS INC Common Stock 00164V103 1,224 30,919 SH   SOLE   30,919 0 0
AMERICAN HOMES 4 RENT REIT 02665T306 1,200 45,800 SH   SOLE   45,800 0 0
AMERICAN TOWER CORP REIT 03027X100 974 4,238 SH   SOLE   4,238 0 0
AMERICOLD REALTY TRUST REIT 03064D108 733 20,921 SH   SOLE   20,921 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 295 3,600 SH   SOLE   3,600 0 0
ANTHEM INC Common Stock 036752103 35 114 SH   SOLE   114 0 0
APPLE INC Common Stock 037833100 139 476 SH   SOLE   476 0 0
AVALONBAY COMMUNITIES INC REIT 053484101 1,178 5,619 SH   SOLE   5,619 0 0
BANK OF AMERICA CORP Common Stock 060505104 2,957 84,079 SH   SOLE   84,079 0 0
BARRICK GOLD CORP Common Stock 067901108 1,714 92,064 SH   SOLE   92,064 0 0
BECTON DICKINSON AND CO Common Stock 075887109 618 2,273 SH   SOLE   2,273 0 0
BERKSHIRE HATHAWAY INC CL A Common Stock 084670108 30,826 91 SH   SOLE   91 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 5,653 2,751 SH   SOLE   2,751 0 0
BOSTON PROPERTIES INC REIT 101121101 1,317 9,556 SH   SOLE   9,556 0 0
BROADCOM INC Common Stock 11135F101 1,565 4,980 SH   SOLE   4,980 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 517 10,877 SH   SOLE   10,877 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 678 6,109 SH   SOLE   6,109 0 0
CHEMED CORP Common Stock 16359R103 3,241 7,350 SH   SOLE   7,350 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 37 44 SH   SOLE   44 0 0
CITIGROUP INC Common Stock 172967424 4,119 51,708 SH   SOLE   51,708 0 0
CME GROUP INC/IL Common Stock 12572Q105 2,031 10,154 SH   SOLE   10,154 0 0
COCA-COLA EUROPEAN PARTNERS PL Common Stock G25839104 59 1,159 SH   SOLE   1,159 0 0
CROWN CASTLE INTERNATIONAL COR REIT 22822V101 632 4,444 SH   SOLE   4,444 0 0
CYRUSONE INC REIT 23283R100 1,128 17,233 SH   SOLE   17,233 0 0
DELPHI TECHNOLOGIES PLC Common Stock G2709G107 391 29,902 SH   SOLE   29,902 0 0
DELTA AIR LINES INC Common Stock 247361702 1,600 27,259 SH   SOLE   27,259 0 0
DIGITAL REALTY TRUST INC REIT 253868103 4,210 35,375 SH   SOLE   35,375 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 54 632 SH   SOLE   632 0 0
EBAY INC Common Stock 278642103 45 1,267 SH   SOLE   1,267 0 0
ENCOMPASS HEALTH CORP Common Stock 29261A100 62 896 SH   SOLE   896 0 0
EQUITY RESIDENTIAL REIT 29476L107 1,133 14,000 SH   SOLE   14,000 0 0
ESH HOSPITALITY INC Unit 30224P200 1,636 111,019 SH   SOLE   111,019 0 0
ESSEX PROPERTY TRUST INC REIT 297178105 1,414 4,700 SH   SOLE   4,700 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 1,156 5,600 SH   SOLE   5,600 0 0
FACEBOOK INC Common Stock 30303M102 3,315 16,198 SH   SOLE   16,198 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 604 2,250 SH   SOLE   2,250 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 33 739 SH   SOLE   739 0 0
FIDELITY NATIONAL INFORMATION Common Stock 31620M106 1,692 12,209 SH   SOLE   12,209 0 0
FLEETCOR TECHNOLOGIES INC Common Stock 339041105 43 150 SH   SOLE   150 0 0
FOX CORP Common Stock 35137L105 515 13,895 SH   SOLE   13,895 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,197 51,036 SH   SOLE   51,036 0 0
GENERAC HOLDINGS INC Common Stock 368736104 42 412 SH   SOLE   412 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 40 174 SH   SOLE   174 0 0
HANESBRANDS INC Common Stock 410345102 1,271 85,189 SH   SOLE   85,189 0 0
HESS CORP Common Stock 42809H107 1,633 24,795 SH   SOLE   24,795 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 1,013 5,728 SH   SOLE   5,728 0 0
HUDSON PACIFIC PROPERTIES INC REIT 444097109 1,637 43,472 SH   SOLE   43,472 0 0
ICON PLC Common Stock G4705A100 319 1,851 SH   SOLE   1,851 0 0
INGERSOLL-RAND PLC Common Stock G47791101 58 438 SH   SOLE   438 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 50 543 SH   SOLE   543 0 0
INTUIT INC Common Stock 461202103 1,014 3,870 SH   SOLE   3,870 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 2,328 15,115 SH   SOLE   15,115 0 0
ITAU UNIBANCO HOLDING SA ADR 465562106 973 106,413 SH   SOLE   106,413 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 1,894 21,067 SH   SOLE   21,067 0 0
JOHNSON & JOHNSON Common Stock 478160104 1,161 7,961 SH   SOLE   7,961 0 0
KINROSS GOLD CORP Common Stock 496902404 24 4,976 SH   SOLE   4,976 0 0
LAM RESEARCH CORP Common Stock 512807108 2,437 8,355 SH   SOLE   8,355 0 0
LAS VEGAS SANDS CORP Common Stock 517834107 42 600 SH   SOLE   600 0 0
LINCOLN NATIONAL CORP Common Stock 534187109 1,434 24,296 SH   SOLE   24,296 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 34 307 SH   SOLE   307 0 0
MASTERCARD INC Common Stock 57636Q104 96 324 SH   SOLE   324 0 0
MEDTRONIC PLC Common Stock G5960L103 582 5,138 SH   SOLE   5,138 0 0
MERCK & CO INC Common Stock 58933Y105 3,630 40,079 SH   SOLE   40,079 0 0
MICROSOFT CORP Common Stock 594918104 9,167 58,255 SH   SOLE   58,255 0 0
MID-AMERICA APARTMENT COMMUNIT REIT 59522J103 1,169 8,866 SH   SOLE   8,866 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 61 1,118 SH   SOLE   1,118 0 0
MOODY'S CORP Common Stock 615369105 1,533 6,458 SH   SOLE   6,458 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 1,608 31,499 SH   SOLE   31,499 0 0
NATIONAL STORAGE AFFILIATES TR REIT 637870106 1,133 33,700 SH   SOLE   33,700 0 0
NETAPP INC Common Stock 64110D104 754 12,152 SH   SOLE   12,152 0 0
NETEASE INC ADR 64110W102 428 1,398 SH   SOLE   1,398 0 0
NEXPOINT RESIDENTIAL TRUST INC REIT 65341D102 1,388 30,843 SH   SOLE   30,843 0 0
NICE-SYSTEMS LTD ADR 653656108 1,597 10,296 SH   SOLE   10,296 0 0
NIKE INC Common Stock 654106103 68 677 SH   SOLE   677 0 0
NOMAD FOODS LTD Common Stock G6564A105 3,245 147,150 SH   SOLE   147,150 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 151 1,184 SH   SOLE   1,184 0 0
PERSPECTA INC Common Stock 715347100 1,871 69,968 SH   SOLE   69,968 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 1,059 12,445 SH   SOLE   12,445 0 0
PHYSICIANS REALTY TRUST REIT 71943U104 1,269 66,976 SH   SOLE   66,976 0 0
PLANET FITNESS INC Common Stock 72703H101 3,280 43,855 SH   SOLE   43,855 0 0
POPULAR INC Common Stock 733174700 3,428 58,246 SH   SOLE   58,246 0 0
PROLOGIS INC REIT 74340W103 2,130 23,900 SH   SOLE   23,900 0 0
RADIAN GROUP INC Common Stock 750236101 33 1,304 SH   SOLE   1,304 0 0
RANGE RESOURCES CORP Common Stock 75281A109 6 1,186 SH   SOLE   1,186 0 0
RAYTHEON CO Common Stock 755111507 79 358 SH   SOLE   358 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 1,275 106,298 SH   SOLE   106,298 0 0
REXFORD INDUSTRIAL REALTY INC REIT 76169C100 893 19,564 SH   SOLE   19,564 0 0
S&P GLOBAL INC Common Stock 78409V104 776 2,843 SH   SOLE   2,843 0 0
SCORPIO TANKERS INC Common Stock Y7542C130 2,127 53,986 SH   SOLE   53,986 0 0
SHINHAN FINANCIAL GROUP CO LTD ADR 824596100 19 507 SH   SOLE   507 0 0
SIMON PROPERTY GROUP INC REIT 828806109 3,003 20,157 SH   SOLE   20,157 0 0
SNAP-ON INC Common Stock 833034101 34 203 SH   SOLE   203 0 0
SPOTIFY TECHNOLOGY SA Common Stock L8681T102 1,467 9,890 SH   SOLE   9,890 0 0
STATE STREET CORP Common Stock 857477103 50 628 SH   SOLE   628 0 0
STORE CAPITAL CORP REIT 862121100 1,853 49,760 SH   SOLE   49,760 0 0
SUN COMMUNITIES INC REIT 866674104 1,689 11,255 SH   SOLE   11,255 0 0
TEXTAINER GROUP HOLDINGS LTD Common Stock G8766E109 16,008 1,609,018 SH   SOLE   1,609,018 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 2,834 8,733 SH   SOLE   8,733 0 0
TIFFANY & CO Common Stock 886547108 37 279 SH   SOLE   279 0 0
TRANSUNION Common Stock 89400J107 56 659 SH   SOLE   659 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 3,611 12,332 SH   SOLE   12,332 0 0
VALERO ENERGY CORP Common Stock 91913Y100 2,424 25,965 SH   SOLE   25,965 0 0
VENTAS INC REIT 92276F100 814 14,100 SH   SOLE   14,100 0 0
VERISIGN INC Common Stock 92343E102 1,562 8,107 SH   SOLE   8,107 0 0
VIACOMCBS INC Common Stock 92556H206 1,827 43,940 SH   SOLE   43,940 0 0
VISA INC Common Stock 92826C839 2,080 11,069 SH   SOLE   11,069 0 0
VMWARE INC Common Stock 928563402 2,621 17,132 SH   SOLE   17,132 0 0
WYNDHAM HOTELS & RESORTS INC Common Stock 98311A105 875 13,850 SH   SOLE   13,850 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 1,954 37,483 SH   SOLE   37,483 0 0