0001603328-19-000005.txt : 20191113 0001603328-19-000005.hdr.sgml : 20191113 20191113073029 ACCESSION NUMBER: 0001603328-19-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191113 DATE AS OF CHANGE: 20191113 EFFECTIVENESS DATE: 20191113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FORSTA AP-FONDEN CENTRAL INDEX KEY: 0001603328 IRS NUMBER: 000000000 STATE OF INCORPORATION: V7 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17190 FILM NUMBER: 191211680 BUSINESS ADDRESS: STREET 1: REGERINGSGATAN 28 CITY: STOCKHOLM STATE: V7 ZIP: 10325 BUSINESS PHONE: 0046856620200 MAIL ADDRESS: STREET 1: REGERINGSGATAN 28 CITY: STOCKHOLM STATE: V7 ZIP: 10325 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001603328 XXXXXXXX 09-30-2019 09-30-2019 FORSTA AP-FONDEN

REGERINGSGATAN 28 STOCKHOLM V7 10325

13F HOLDINGS REPORT 028-17190 N Jenny Wentzel 0046709681277 Jenny Wentzel Stockholm V7 11-13-2019 0 339 2396867 false INFORMATION TABLE 2 xml13FReport_BB1909DA.xml Granite Real Estate Investment UNIT 99/99/9999 387437114 422 8700 SH SOLE 8700 0 0 Eaton Corp PLC SHS G29183103 3767 45300 SH SOLE 45300 0 0 Assurant Inc COM 04621X108 3913 31100 SH SOLE 31100 0 0 BB&T Corp COM 054937107 4435 83100 SH SOLE 83100 0 0 El Paso Electric Co COM NEW 283677854 664 9900 SH SOLE 9900 0 0 Northwest Natural Holding Co COM 66765N105 514 7200 SH SOLE 7200 0 0 Zayo Group Holdings Inc COM 98919V105 1610 47500 SH SOLE 47500 0 0 Laureate Education Inc CL A 518613203 406 24500 SH SOLE 24500 0 0 CBRE Group Inc CL A 12504L109 3043 57400 SH SOLE 57400 0 0 Global Net Lease Inc COM NEW 379378201 554 28400 SH SOLE 28400 0 0 Sempra Energy COM 816851109 8812 59700 SH SOLE 59700 0 0 SJW Group COM 784305104 369 5400 SH SOLE 5400 0 0 Walt Disney Co/The COM DISNEY 254687106 3384 25969 SH SOLE 25969 0 0 Four Corners Property Trust In COM 35086T109 458 16200 SH SOLE 16200 0 0 American Tower Corp COM 03027X100 15258 69000 SH SOLE 69000 0 0 Quest Diagnostics Inc COM 74834L100 3552 33188 SH SOLE 33188 0 0 Allstate Corp/The COM 020002101 4245 39056 SH SOLE 39056 0 0 New Senior Investment Group In COM 648691103 185 27700 SH SOLE 27700 0 0 Washington Real Estate Investm SH BEN INT 939653101 490 17900 SH SOLE 17900 0 0 Corporate Office Properties Tr SH BEN INT 22002T108 536 18000 SH SOLE 18000 0 0 Apartment Investment & Managem CL A 03748R754 1406 26962 SH SOLE 26962 0 0 Macerich Co/The COM 554382101 611 19350 SH SOLE 19350 0 0 Welltower Inc COM 95040Q104 5385 59400 SH SOLE 59400 0 0 Travelers Cos Inc/The COM 89417E109 4758 31999 SH SOLE 31999 0 0 EOG Resources Inc COM 26875P101 19534 263194 SH SOLE 263194 0 0 AT&T Inc COM 00206R102 4079 107800 SH SOLE 107800 0 0 Gildan Activewear Inc COM 375916103 4453 125400 SH SOLE 125400 0 0 Barrick Gold Corp COM 067901108 20469 1182444 SH SOLE 1182444 0 0 Rogers Communications Inc CL B 775109200 9277 190347 SH SOLE 190347 0 0 Colliers International Group I SUB VTG SHS 194693107 436 5800 SH SOLE 5800 0 0 Shaw Communications Inc CL B CONV 82028K200 5857 297900 SH SOLE 297900 0 0 Bank of Nova Scotia/The COM 064149107 7605 133800 SH SOLE 133800 0 0 AES Corp/VA COM 00130H105 3843 235200 SH SOLE 235200 0 0 PACCAR Inc COM 693718108 3760 53700 SH SOLE 53700 0 0 Dollar General Corp COM 256677105 3989 25100 SH SOLE 25100 0 0 Dover Corp COM 260003108 3982 40000 SH SOLE 40000 0 0 Kinder Morgan Inc/DE COM 49456B101 3937 191000 SH SOLE 191000 0 0 AMERCO COM 023586100 4563 11700 SH SOLE 11700 0 0 Merck & Co Inc COM 58933Y105 41804 496600 SH SOLE 496600 0 0 Southern Co/The COM 842587107 18889 305800 SH SOLE 305800 0 0 Norfolk Southern Corp COM 655844108 11085 61700 SH SOLE 61700 0 0 Tenet Healthcare Corp COM NEW 88033G407 535 24200 SH SOLE 24200 0 0 DTE Energy Co COM 233331107 10572 79509 SH SOLE 79509 0 0 CSX Corp COM 126408103 12399 179000 SH SOLE 179000 0 0 Black Hills Corp COM 092113109 951 12400 SH SOLE 12400 0 0 IDACORP Inc COM 451107106 1307 11600 SH SOLE 11600 0 0 PNM Resources Inc COM 69349H107 948 18200 SH SOLE 18200 0 0 Chesapeake Utilities Corp COM 165303108 381 4000 SH SOLE 4000 0 0 ALLETE Inc COM NEW 018522300 1066 12200 SH SOLE 12200 0 0 CenturyLink Inc COM 156700106 2657 212900 SH SOLE 212900 0 0 OGE Energy Corp COM 670837103 7224 159200 SH SOLE 159200 0 0 Acadia Healthcare Co Inc COM 00404A109 681 21900 SH SOLE 21900 0 0 Select Medical Holdings Corp COM 81619Q105 484 29200 SH SOLE 29200 0 0 Union Pacific Corp COM 907818108 26127 161300 SH SOLE 161300 0 0 UMH Properties Inc COM 903002103 199 14100 SH SOLE 14100 0 0 Atmos Energy Corp COM 049560105 2824 24800 SH SOLE 24800 0 0 Darden Restaurants Inc COM 237194105 3405 28800 SH SOLE 28800 0 0 Crown Castle International Cor COM 22822V101 9022 64900 SH SOLE 64900 0 0 Cousins Properties Inc COM NEW 222795502 676 17990 SH SOLE 17990 0 0 First Industrial Realty Trust COM 32054K103 835 21100 SH SOLE 21100 0 0 PS Business Parks Inc COM 69360J107 655 3600 SH SOLE 3600 0 0 Physicians Realty Trust COM 71943U104 799 45000 SH SOLE 45000 0 0 STAG Industrial Inc COM 85254J102 696 23600 SH SOLE 23600 0 0 Brandywine Realty Trust SH BEN INT NEW 105368203 489 32300 SH SOLE 32300 0 0 Sunstone Hotel Investors Inc COM 867892101 782 56945 SH SOLE 56945 0 0 Service Properties Trust COM SH BEN INT 81761L102 732 28400 SH SOLE 28400 0 0 American Campus Communities In COM 024835100 1164 24200 SH SOLE 24200 0 0 Taubman Centers Inc COM 876664103 433 10600 SH SOLE 10600 0 0 Vornado Realty Trust SH BEN INT 929042109 1853 29100 SH SOLE 29100 0 0 Omnicom Group Inc COM 681919106 3946 50400 SH SOLE 50400 0 0 Loews Corp COM 540424108 4304 83600 SH SOLE 83600 0 0 Automatic Data Processing Inc COM 053015103 3584 22200 SH SOLE 22200 0 0 TELUS Corp COM 87971M103 7547 211889 SH SOLE 211889 0 0 Open Text Corp COM 683715106 4069 99700 SH SOLE 99700 0 0 Algonquin Power & Utilities Co COM 015857105 1408 102800 SH SOLE 102800 0 0 Canadian National Railway Co COM 136375102 18482 205700 SH SOLE 205700 0 0 Restaurant Brands Internationa COM 76131D103 38051 534816 SH SOLE 534816 0 0 Sun Life Financial Inc COM 866796105 5454 121900 SH SOLE 121900 0 0 Toronto-Dominion Bank/The COM NEW 891160509 7256 124369 SH SOLE 124369 0 0 Williams Cos Inc/The COM 969457100 3590 149200 SH SOLE 149200 0 0 M&T Bank Corp COM 55261F104 3854 24400 SH SOLE 24400 0 0 AMETEK Inc COM 031100100 3884 42300 SH SOLE 42300 0 0 Check Point Software Technolog ORD M22465104 3909 35700 SH SOLE 35700 0 0 JPMorgan Chase & Co COM 46625H100 4319 36700 SH SOLE 36700 0 0 Western Union Co/The COM 959802109 4752 205100 SH SOLE 205100 0 0 AO Smith Corp COM 831865209 14008 293600 SH SOLE 293600 0 0 Danaher Corp COM 235851102 48734 337422 SH SOLE 337422 0 0 Extra Space Storage Inc COM 30225T102 6624 56700 SH SOLE 56700 0 0 PPL Corp COM 69351T106 9324 296100 SH SOLE 296100 0 0 Duke Energy Corp COM NEW 26441C204 20457 213400 SH SOLE 213400 0 0 CMS Energy Corp COM 125896100 3978 62200 SH SOLE 62200 0 0 Sprint Corp COM 85207U105 1145 185600 SH SOLE 185600 0 0 United States Cellular Corp COM 911684108 147 3900 SH SOLE 3900 0 0 Chegg Inc COM 163092109 695 23200 SH SOLE 23200 0 0 Iridium Communications Inc COM 46269C102 481 22600 SH SOLE 22600 0 0 ONE Gas Inc COM 68235P108 1173 12200 SH SOLE 12200 0 0 Ingersoll-Rand PLC SHS G47791101 3955 32100 SH SOLE 32100 0 0 Hartford Financial Services Gr COM 416515104 4764 78600 SH SOLE 78600 0 0 CatchMark Timber Trust Inc CL A 14912Y202 175 16400 SH SOLE 16400 0 0 SBA Communications Corp CL A 78410G104 4244 17600 SH SOLE 17600 0 0 MGM Growth Properties LLC CL A COM 55303A105 355 11800 SH SOLE 11800 0 0 Gladstone Commercial Corp COM 376536108 338 14400 SH SOLE 14400 0 0 Hudson Pacific Properties Inc COM 444097109 860 25700 SH SOLE 25700 0 0 Rayonier Inc COM 754907103 598 21200 SH SOLE 21200 0 0 FedEx Corp COM 31428X106 11216 77051 SH SOLE 77051 0 0 Amazon.com Inc COM 023135106 63534 36600 SH SOLE 36600 0 0 Office Properties Income Trust COM SHS BEN INT 67623C109 340 11110 SH SOLE 11110 0 0 Washington Prime Group Inc COM 93964W108 201 48600 SH SOLE 48600 0 0 Sabra Health Care REIT Inc COM 78573L106 794 34564 SH SOLE 34564 0 0 Ryman Hospitality Properties I COM 78377T107 941 11500 SH SOLE 11500 0 0 Pebblebrook Hotel Trust COM 70509V100 656 23567 SH SOLE 23567 0 0 UDR Inc COM 902653104 2041 42100 SH SOLE 42100 0 0 Boston Properties Inc COM 101121101 3323 25625 SH SOLE 25625 0 0 Prologis Inc COM 74340W103 8384 98380 SH SOLE 98380 0 0 Oracle Corp COM 68389X105 3841 69800 SH SOLE 69800 0 0 Baxter International Inc COM 071813109 3840 43900 SH SOLE 43900 0 0 Alphabet Inc CAP STK CL C 02079K107 77894 63900 SH SOLE 63900 0 0 US Bancorp COM NEW 902973304 4859 87800 SH SOLE 87800 0 0 Exxon Mobil Corp COM 30231G102 4180 59200 SH SOLE 59200 0 0 TSMC SPONSORED ADS 874039100 35195 757208 SH SOLE 757208 0 0 Enbridge Inc COM 29250N105 4042 115100 SH SOLE 115100 0 0 Bank of Montreal COM 063671101 6803 92302 SH SOLE 92302 0 0 CH Robinson Worldwide Inc COM NEW 12541W209 3646 43000 SH SOLE 43000 0 0 UnitedHealth Group Inc COM 91324P102 32946 151600 SH SOLE 151600 0 0 Evergy Inc COM 30034W106 3994 60000 SH SOLE 60000 0 0 VICI Properties Inc COM 925652109 1305 57600 SH SOLE 57600 0 0 Pinnacle West Capital Corp COM 723484101 7397 76200 SH SOLE 76200 0 0 Southwest Gas Holdings Inc COM 844895102 1001 11000 SH SOLE 11000 0 0 Eversource Energy COM 30040W108 11625 136013 SH SOLE 136013 0 0 HCA Healthcare Inc COM 40412C101 7430 61700 SH SOLE 61700 0 0 Boingo Wireless Inc COM 09739C102 129 11600 SH SOLE 11600 0 0 Cedar Realty Trust Inc COM NEW 150602209 95 31800 SH SOLE 31800 0 0 Invitation Homes Inc COM 46187W107 1396 47163 SH SOLE 47163 0 0 Howard Hughes Corp/The COM 44267D107 726 5600 SH SOLE 5600 0 0 Agree Realty Corp COM 008492100 497 6800 SH SOLE 6800 0 0 Avery Dennison Corp COM 053611109 3623 31900 SH SOLE 31900 0 0 Air Products & Chemicals Inc COM 009158106 4260 19200 SH SOLE 19200 0 0 Summit Hotel Properties Inc COM 866082100 247 21300 SH SOLE 21300 0 0 Omega Healthcare Investors Inc COM 681936100 1325 31700 SH SOLE 31700 0 0 EastGroup Properties Inc COM 277276101 763 6100 SH SOLE 6100 0 0 Acadia Realty Trust COM SH BEN INT 004239109 420 14700 SH SOLE 14700 0 0 Healthcare Realty Trust Inc COM 421946104 670 20000 SH SOLE 20000 0 0 Piedmont Office Realty Trust I COM CL A 720190206 438 21000 SH SOLE 21000 0 0 Life Storage Inc COM 53223X107 822 7800 SH SOLE 7800 0 0 Highwoods Properties Inc COM 431284108 800 17800 SH SOLE 17800 0 0 VEREIT Inc COM 92339V100 1519 155340 SH SOLE 155340 0 0 Federal Realty Investment Trus SH BEN INT NEW 313747206 1555 11425 SH SOLE 11425 0 0 JM Smucker Co/The COM NEW 832696405 3576 32500 SH SOLE 32500 0 0 Arch Capital Group Ltd ORD G0450A105 4584 109200 SH SOLE 109200 0 0 Clorox Co/The COM 189054109 3599 23700 SH SOLE 23700 0 0 Abbott Laboratories COM 002824100 3573 42700 SH SOLE 42700 0 0 Mastercard Inc CL A 57636Q104 34773 128043 SH SOLE 128043 0 0 Manulife Financial Corp COM 56501R106 3843 209400 SH SOLE 209400 0 0 Thermo Fisher Scientific Inc COM 883556102 40653 139570 SH SOLE 139570 0 0 Tyson Foods Inc CL A 902494103 3351 38900 SH SOLE 38900 0 0 FirstEnergy Corp COM 337932107 10114 209700 SH SOLE 209700 0 0 Anthem Inc COM 036752103 13494 56200 SH SOLE 56200 0 0 Hannon Armstrong Sustainable I COM 41068X100 394 13500 SH SOLE 13500 0 0 People's United Financial Inc COM 712704105 3923 250900 SH SOLE 250900 0 0 State Street Corporation SBI INT-FINL 81369Y605 179490 6410373 SH SOLE 6410373 0 0 Visteon Corp COM NEW 92839U206 31555 382300 SH SOLE 382300 0 0 American Electric Power Co Inc COM 025537101 15393 164302 SH SOLE 164302 0 0 NextEra Energy Inc COM 65339F101 23881 102500 SH SOLE 102500 0 0 Consolidated Edison Inc COM 209115104 11714 124000 SH SOLE 124000 0 0 Entergy Corp COM 29364G103 9976 85000 SH SOLE 85000 0 0 Edison International COM 281020107 5340 70800 SH SOLE 70800 0 0 Ameren Corp COM 023608102 9518 118899 SH SOLE 118899 0 0 Kansas City Southern COM NEW 485170302 3112 23400 SH SOLE 23400 0 0 Shenandoah Telecommunications COM 82312B106 343 10800 SH SOLE 10800 0 0 Telephone & Data Systems Inc COM NEW 879433829 604 23400 SH SOLE 23400 0 0 Hawaiian Electric Industries I COM 419870100 1181 25900 SH SOLE 25900 0 0 MDU Resources Group Inc COM 552690109 1254 44500 SH SOLE 44500 0 0 Dominion Energy Inc COM 25746U109 18218 224802 SH SOLE 224802 0 0 Grand Canyon Education Inc COM 38526M106 1159 11800 SH SOLE 11800 0 0 Macquarie Infrastructure Corp COM 55608B105 785 19900 SH SOLE 19900 0 0 Spire Inc COM 84857L101 1012 11600 SH SOLE 11600 0 0 JBG SMITH Properties COM 46590V100 594 15150 SH SOLE 15150 0 0 Park Hotels & Resorts Inc COM 700517105 1126 45096 SH SOLE 45096 0 0 Independence Realty Trust Inc COM 45378A106 615 43000 SH SOLE 43000 0 0 American States Water Co COM 029899101 800 8900 SH SOLE 8900 0 0 American Express Co COM 025816109 3927 33200 SH SOLE 33200 0 0 Lamar Advertising Co CL A 512816109 1311 16000 SH SOLE 16000 0 0 LTC Properties Inc COM 502175102 481 9400 SH SOLE 9400 0 0 CubeSmart COM 229663109 977 28000 SH SOLE 28000 0 0 Retail Properties of America I CL A 76131V202 681 55300 SH SOLE 55300 0 0 Healthcare Trust of America In CL A NEW 42225P501 950 32350 SH SOLE 32350 0 0 Kilroy Realty Corp COM 49427F108 1215 15600 SH SOLE 15600 0 0 Brixmor Property Group Inc COM 11120U105 1081 53300 SH SOLE 53300 0 0 SL Green Realty Corp COM 78440X101 1337 16350 SH SOLE 16350 0 0 AvalonBay Communities Inc COM 053484101 4683 21750 SH SOLE 21750 0 0 Ross Stores Inc COM 778296103 50150 456529 SH SOLE 456529 0 0 CME Group Inc COM 12572Q105 44825 212100 SH SOLE 212100 0 0 Waste Management Inc COM 94106L109 5164 44900 SH SOLE 44900 0 0 Pfizer Inc COM 717081103 4003 111400 SH SOLE 111400 0 0 Procter & Gamble Co/The COM 742718109 4366 35100 SH SOLE 35100 0 0 Eli Lilly & Co COM 532457108 32040 286510 SH SOLE 286510 0 0 Cisco Systems Inc COM 17275R102 12858 260228 SH SOLE 260228 0 0 Pembina Pipeline Corp COM 706327103 5304 142995 SH SOLE 142995 0 0 BCE Inc COM NEW 05534B760 6984 144300 SH SOLE 144300 0 0 Hologic Inc COM 436440101 3640 72100 SH SOLE 72100 0 0 T-Mobile US Inc COM 872590104 9421 119600 SH SOLE 119600 0 0 PNC Financial Services Group I COM 693475105 4037 28800 SH SOLE 28800 0 0 Veoneer Inc COM 92336X109 18738 1250000 SH SOLE 1250000 0 0 Dell Technologies Inc CL C 24703L202 19686 379600 SH SOLE 379600 0 0 Newmark Group Inc CL A 65158N102 284 31400 SH SOLE 31400 0 0 Retail Value Inc COM 76133Q102 273 7357 SH SOLE 7357 0 0 Public Service Enterprise Grou COM 744573106 12019 193601 SH SOLE 193601 0 0 Exelon Corp COM 30161N101 15546 321800 SH SOLE 321800 0 0 Avista Corp COM 05379B107 794 16400 SH SOLE 16400 0 0 New Jersey Resources Corp COM 646025106 913 20200 SH SOLE 20200 0 0 South Jersey Industries Inc COM 838518108 642 19500 SH SOLE 19500 0 0 Adtalem Global Education Inc COM 00737L103 568 14900 SH SOLE 14900 0 0 Portland General Electric Co COM NEW 736508847 1184 21000 SH SOLE 21000 0 0 K12 Inc COM 48273U102 277 10500 SH SOLE 10500 0 0 Bank of New York Mellon Corp/T COM 064058100 3888 86000 SH SOLE 86000 0 0 Estee Lauder Cos Inc/The CL A 518439104 24389 122590 SH SOLE 122590 0 0 Franklin Street Properties Cor COM 35471R106 209 24700 SH SOLE 24700 0 0 Aqua America Inc COM 03836W103 1816 40500 SH SOLE 40500 0 0 American Water Works Co Inc COM 030420103 4932 39700 SH SOLE 39700 0 0 Retail Opportunity Investments COM 76131N101 405 22200 SH SOLE 22200 0 0 Uniti Group Inc COM 91325V108 268 34500 SH SOLE 34500 0 0 Expeditors International of Wa COM 302130109 3737 50300 SH SOLE 50300 0 0 Chubb Ltd COM H1467J104 4795 29701 SH SOLE 29701 0 0 American Homes 4 Rent CL A 02665T306 784 30300 SH SOLE 30300 0 0 STORE Capital Corp COM 862121100 1105 29550 SH SOLE 29550 0 0 Senior Housing Properties Trus SH BEN INT 81721M109 494 53400 SH SOLE 53400 0 0 Realty Income Corp COM 756109104 3543 46200 SH SOLE 46200 0 0 Medical Properties Trust Inc COM 58463J304 1127 57600 SH SOLE 57600 0 0 Liberty Property Trust SH BEN INT 531172104 1124 21900 SH SOLE 21900 0 0 National Retail Properties Inc COM 637417106 1438 25500 SH SOLE 25500 0 0 Duke Realty Corp COM NEW 264411505 1902 56000 SH SOLE 56000 0 0 Digital Realty Trust Inc COM 253868103 4298 33110 SH SOLE 33110 0 0 Kimco Realty Corp COM 49446R109 1427 68350 SH SOLE 68350 0 0 Essex Property Trust Inc COM 297178105 3461 10595 SH SOLE 10595 0 0 Host Hotels & Resorts Inc COM 44107P104 2000 115700 SH SOLE 115700 0 0 Illinois Tool Works Inc COM 452308109 3584 22900 SH SOLE 22900 0 0 Home Depot Inc/The COM 437076102 4010 17284 SH SOLE 17284 0 0 TJX Cos Inc/The COM 872540109 3774 67700 SH SOLE 67700 0 0 Genuine Parts Co COM 372460105 4750 47700 SH SOLE 47700 0 0 Chevron Corp COM 166764100 3831 32300 SH SOLE 32300 0 0 Sysco Corp COM 871829107 4423 55700 SH SOLE 55700 0 0 General Mills Inc COM 370334104 3610 65500 SH SOLE 65500 0 0 Kimberly-Clark Corp COM 494368103 3864 27200 SH SOLE 27200 0 0 Hershey Co/The COM 427866108 4665 30100 SH SOLE 30100 0 0 Becton Dickinson and Co COM 075887109 3643 14400 SH SOLE 14400 0 0 Canadian Pacific Railway Ltd COM 13645T100 10429 46900 SH SOLE 46900 0 0 Zoetis Inc CL A 98978V103 3563 28600 SH SOLE 28600 0 0 Brookfield Property REIT Inc CL A 11282X103 524 25700 SH SOLE 25700 0 0 Hess Corp COM 42809H107 27252 450600 SH SOLE 450600 0 0 CenterPoint Energy Inc COM 15189T107 8537 282865 SH SOLE 282865 0 0 Xcel Energy Inc COM 98389B100 7222 111300 SH SOLE 111300 0 0 Strategic Education Inc COM 86272C103 741 5450 SH SOLE 5450 0 0 Otter Tail Corp COM 689648103 478 8900 SH SOLE 8900 0 0 Genesee & Wyoming Inc CL A 371559105 1636 14800 SH SOLE 14800 0 0 US Physical Therapy Inc COM 90337L108 601 4600 SH SOLE 4600 0 0 Alliant Energy Corp COM 018802108 8025 148800 SH SOLE 148800 0 0 Vonage Holdings Corp COM 92886T201 600 53100 SH SOLE 53100 0 0 Encompass Health Corp COM 29261A100 1531 24200 SH SOLE 24200 0 0 Houghton Mifflin Harcourt Co COM 44157R109 136 25500 SH SOLE 25500 0 0 Middlesex Water Co COM 596680108 286 4400 SH SOLE 4400 0 0 Preferred Apartment Communitie COM 74039L103 171 11800 SH SOLE 11800 0 0 Celanese Corp COM 150870103 49222 402500 SH SOLE 402500 0 0 Constellation Brands Inc CL A 21036P108 36191 174600 SH SOLE 174600 0 0 GEO Group Inc/The COM 36162J106 352 20300 SH SOLE 20300 0 0 Core Laboratories NV COM N22717107 13906 298277 SH SOLE 298277 0 0 Outfront Media Inc COM 69007J106 920 33100 SH SOLE 33100 0 0 NiSource Inc COM 65473P105 2418 80800 SH SOLE 80800 0 0 Acuity Brands Inc COM 00508Y102 34978 259500 SH SOLE 259500 0 0 Pennsylvania Real Estate Inves SH BEN INT 709102107 142 24900 SH SOLE 24900 0 0 Equinix Inc COM 29444U700 7152 12400 SH SOLE 12400 0 0 Weyerhaeuser Co COM 962166104 3487 125900 SH SOLE 125900 0 0 Verizon Communications Inc COM 92343V104 56391 934250 SH SOLE 934250 0 0 Kite Realty Group Trust COM NEW 49803T300 381 23600 SH SOLE 23600 0 0 Lexington Realty Trust COM 529043101 556 54200 SH SOLE 54200 0 0 National Health Investors Inc COM 63633D104 577 7000 SH SOLE 7000 0 0 Tanger Factory Outlet Centers COM 875465106 279 18000 SH SOLE 18000 0 0 RLJ Lodging Trust COM 74965L101 599 35233 SH SOLE 35233 0 0 Equity LifeStyle Properties In COM 29472R108 1670 12500 SH SOLE 12500 0 0 Douglas Emmett Inc COM 25960P109 938 21900 SH SOLE 21900 0 0 Weingarten Realty Investors SH BEN INT 948741103 699 24000 SH SOLE 24000 0 0 Camden Property Trust SH BEN INT 133131102 1754 15800 SH SOLE 15800 0 0 Ventas Inc COM 92276F100 4134 56604 SH SOLE 56604 0 0 Public Storage COM 74460D109 5997 24450 SH SOLE 24450 0 0 Simon Property Group Inc COM 828806109 7588 48750 SH SOLE 48750 0 0 Paychex Inc COM 704326107 4387 53000 SH SOLE 53000 0 0 Medtronic PLC SHS G5960L103 4388 40400 SH SOLE 40400 0 0 Coca-Cola Co/The COM 191216100 4508 82800 SH SOLE 82800 0 0 Hormel Foods Corp COM 440452100 4198 96000 SH SOLE 96000 0 0 Johnson & Johnson COM 478160104 4245 32808 SH SOLE 32808 0 0 AutoZone Inc COM 053332102 3579 3300 SH SOLE 3300 0 0 Intel Corp COM 458140100 50023 970746 SH SOLE 970746 0 0 Fortis Inc/Canada COM 349553107 11676 276000 SH SOLE 276000 0 0 Royal Bank of Canada COM 780087102 7264 89485 SH SOLE 89485 0 0 O'Reilly Automotive Inc COM 67103H107 3706 9300 SH SOLE 9300 0 0 Globe Life Inc COM 37959E102 4472 46700 SH SOLE 46700 0 0 Industrial Logistics Propertie COM SHS BEN INT 456237106 344 16196 SH SOLE 16196 0 0 PPG Industries Inc COM 693506107 3733 31500 SH SOLE 31500 0 0 Regency Centers Corp COM 758849103 6373 91705 SH SOLE 91705 0 0 WEC Energy Group Inc COM 92939U106 6581 69200 SH SOLE 69200 0 0 UGI Corp COM 902681105 1961 39000 SH SOLE 39000 0 0 National Fuel Gas Co COM 636180101 830 17700 SH SOLE 17700 0 0 Cogent Communications Holdings COM NEW 19239V302 590 10700 SH SOLE 10700 0 0 Brookdale Senior Living Inc COM 112463104 347 45800 SH SOLE 45800 0 0 Ensign Group Inc/The COM 29358P101 617 13000 SH SOLE 13000 0 0 Bright Horizons Family Solutio COM 109194100 2059 13500 SH SOLE 13500 0 0 Easterly Government Properties COM 27616P103 405 19000 SH SOLE 19000 0 0 Kennedy-Wilson Holdings Inc COM 489398107 594 27100 SH SOLE 27100 0 0 Comcast Corp CL A 20030N101 42692 947028 SH SOLE 947028 0 0 Rexford Industrial Realty Inc COM 76169C100 431 9800 SH SOLE 9800 0 0 CoreSite Realty Corp COM 21870Q105 695 5700 SH SOLE 5700 0 0 CyrusOne Inc COM 23283R100 1218 15400 SH SOLE 15400 0 0 California Water Service Group COM 130788102 609 11500 SH SOLE 11500 0 0 PotlatchDeltic Corp COM 737630103 431 10485 SH SOLE 10485 0 0 Colony Capital Inc CL A COM 19626G108 466 77400 SH SOLE 77400 0 0 Jones Lang LaSalle Inc COM 48020Q107 1409 10129 SH SOLE 10129 0 0 Iron Mountain Inc COM 46284V101 1360 42000 SH SOLE 42000 0 0 QTS Realty Trust Inc COM CL A 74736A103 550 10700 SH SOLE 10700 0 0 Gaming and Leisure Properties COM 36467J108 1556 40700 SH SOLE 40700 0 0 Equity Commonwealth COM SH BEN INT 294628102 603 17600 SH SOLE 17600 0 0 Apple Hospitality REIT Inc COM NEW 03784Y200 638 38500 SH SOLE 38500 0 0 Cognizant Technology Solutions CL A 192446102 46582 772958 SH SOLE 772958 0 0 Visa Inc COM CL A 92826C839 36842 214186 SH SOLE 214186 0 0 RPT Realty SH BEN INT 74971D101 348 25700 SH SOLE 25700 0 0 Sun Communities Inc COM 866674104 1811 12200 SH SOLE 12200 0 0 Paramount Group Inc COM 69924R108 465 34800 SH SOLE 34800 0 0 EPR Properties COM SH BEN INT 26884U109 876 11400 SH SOLE 11400 0 0 Columbia Property Trust Inc COM NEW 198287203 613 29000 SH SOLE 29000 0 0 Mid-America Apartment Communit COM 59522J103 2348 18058 SH SOLE 18058 0 0 SITE Centers Corp COM 82981J109 499 33000 SH SOLE 33000 0 0 Alexandria Real Estate Equitie COM 015271109 2465 16000 SH SOLE 16000 0 0 WP Carey Inc COM 92936U109 2211 24700 SH SOLE 24700 0 0 HCP Inc COM 40414L109 2594 72800 SH SOLE 72800 0 0 Equity Residential SH BEN INT 29476L107 5003 58000 SH SOLE 58000 0 0 Accenture PLC SHS CLASS A G1151C101 58326 303228 SH SOLE 303228 0 0 Amphenol Corp CL A 032095101 3879 40200 SH SOLE 40200 0 0 Stryker Corp COM 863667101 27525 127253 SH SOLE 127253 0 0 PepsiCo Inc COM 713448108 5128 37400 SH SOLE 37400 0 0 Mondelez International Inc CL A 609207105 5006 90500 SH SOLE 90500 0 0 Colgate-Palmolive Co COM 194162103 4131 56200 SH SOLE 56200 0 0