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 COM 88579Y101 2,025 10,196 SH   SOLE   10,196 0 0
ABBOTT LABS COM 002824100 75,327 649,761 SH   SOLE   649,761 0 0
ABBVIE INC COM 00287Y109 18,357 162,973 SH   SOLE   162,973 0 0
ABIOMED INC COM 003654100 333 1,068 SH   SOLE   1,068 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,760 50,071 SH   SOLE   50,071 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,064 11,144 SH   SOLE   11,144 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 60,858 103,917 SH   SOLE   103,917 0 0
ADVANCED MICRO DEVICES INC COM 007903107 267 2,845 SH   SOLE   2,845 0 0
AGCO CORP COM 001084102 135 1,032 SH   SOLE   1,032 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,698 38,551 SH   SOLE   38,551 0 0
AIR PRODS & CHEMS INC COM 009158106 14,233 49,474 SH   SOLE   49,474 0 0
ALASKA AIR GROUP INC COM 011659109 7,810 129,496 SH   SOLE   129,496 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 40,046 220,104 SH   SOLE   220,104 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 412,849 2,247,287 SH   SOLE   2,247,287 0 0
ALIGN TECHNOLOGY INC COM 016255101 9,658 15,807 SH   SOLE   15,807 0 0
ALLEGHANY CORP MD COM 017175100 479 718 SH   SOLE   718 0 0
ALLEGION PLC ORD SHS G0176J109 202 1,451 SH   SOLE   1,451 0 0
ALLSTATE CORP COM 020002101 51,132 392,000 SH   SOLE   392,000 0 0
ALLY FINL INC COM 02005N100 10,622 213,115 SH   SOLE   213,115 0 0
ALPHABET INC CAP STK CL A 02079K305 198,510 81,297 SH   SOLE   81,297 0 0
ALPHABET INC CAP STK CL C 02079K107 68,199 27,211 SH   SOLE   27,211 0 0
ALTRIA GROUP INC COM 02209S103 7,016 147,155 SH   SOLE   147,155 0 0
AMAZON COM INC COM 023135106 224,281 65,195 SH   SOLE   65,195 0 0
AMCOR PLC ORD G0250X107 107 9,303 SH   SOLE   9,303 0 0
AMERICAN EXPRESS CO COM 025816109 97,541 590,335 SH   SOLE   590,335 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 19,451 500,676 SH   SOLE   500,676 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 923 19,386 SH   SOLE   19,386 0 0
AMERICAN TOWER CORP NEW COM 03027X100 105,282 389,731 SH   SOLE   389,731 0 0
AMERIPRISE FINL INC COM 03076C106 13,594 54,621 SH   SOLE   54,621 0 0
AMETEK INC COM 031100100 1,060 7,937 SH   SOLE   7,937 0 0
AMGEN INC COM 031162100 19,171 78,649 SH   SOLE   78,649 0 0
AMPHENOL CORP NEW CL A 032095101 642 9,384 SH   SOLE   9,384 0 0
ANAPLAN INC COM 03272L108 6,162 115,613 SH   SOLE   115,613 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 5,389 606,854 SH   SOLE   606,854 0 0
ANSYS INC COM 03662Q105 1,735 5,000 SH   SOLE   5,000 0 0
ANTHEM INC COM 036752103 15,577 40,800 SH   SOLE   40,800 0 0
APARTMENT INCOME REIT CORP COM 03750L109 166 3,507 SH   SOLE   3,507 0 0
APPLE INC COM 037833100 237,822 1,736,435 SH   SOLE   1,736,435 0 0
APPLIED MATLS INC COM 038222105 82,101 576,549 SH   SOLE   576,549 0 0
APTIV PLC SHS G6095L109 1,468 9,332 SH   SOLE   9,332 0 0
ARAMARK COM 03852U106 100 2,680 SH   SOLE   2,680 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,083 34,368 SH   SOLE   34,368 0 0
ARROW ELECTRS INC COM 042735100 121 1,062 SH   SOLE   1,062 0 0
GALLAGHER ARTHUR J & CO COM 363576109 38,812 277,069 SH   SOLE   277,069 0 0
ASSURANT INC COM 04621X108 4,515 28,909 SH   SOLE   28,909 0 0
AT&T INC COM 00206R102 10,665 370,559 SH   SOLE   370,559 0 0
ATLASSIAN CORP PLC CL A G06242104 17,444 67,914 SH   SOLE   67,914 0 0
AUTODESK INC COM 052769106 31,950 109,457 SH   SOLE   109,457 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,810 24,218 SH   SOLE   24,218 0 0
AUTOZONE INC COM 053332102 703 471 SH   SOLE   471 0 0
AVALONBAY CMNTYS INC COM 053484101 42,462 203,470 SH   SOLE   203,470 0 0
AVERY DENNISON CORP COM 053611109 276 1,313 SH   SOLE   1,313 0 0
AXALTA COATING SYS LTD COM G0750C108 105 3,443 SH   SOLE   3,443 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 143,390 632,288 SH   SOLE   632,288 0 0
BALL CORP COM 058498106 14,595 180,135 SH   SOLE   180,135 0 0
BK OF AMERICA CORP COM 060505104 252,504 6,124,281 SH   SOLE   6,124,281 0 0
BANK NEW YORK MELLON CORP COM 064058100 20,789 405,799 SH   SOLE   405,799 0 0
BECTON DICKINSON & CO COM 075887109 8,670 35,651 SH   SOLE   35,651 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 92,206 331,772 SH   SOLE   331,772 0 0
BERRY GLOBAL GROUP INC COM 08579W103 6,365 97,591 SH   SOLE   97,591 0 0
BEST BUY INC COM 086516101 11,768 102,344 SH   SOLE   102,344 0 0
BLACK KNIGHT INC COM 09215C105 1,162 14,895 SH   SOLE   14,895 0 0
BOEING CO COM 097023105 26,211 109,414 SH   SOLE   109,414 0 0
BOSTON PROPERTIES INC COM 101121101 32,103 280,156 SH   SOLE   280,156 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,703 63,217 SH   SOLE   63,217 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 10,257 153,503 SH   SOLE   153,503 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 16,177 706,728 SH   SOLE   706,728 0 0
BROADCOM INC COM 11135F101 34,646 72,658 SH   SOLE   72,658 0 0
BROWN & BROWN INC COM 115236101 4,882 91,863 SH   SOLE   91,863 0 0
BROWN FORMAN CORP CL B 115637209 797 10,635 SH   SOLE   10,635 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,839 31,636 SH   SOLE   31,636 0 0
CACI INTL INC CL A 127190304 106 415 SH   SOLE   415 0 0
CAPITAL ONE FINL CORP COM 14040H105 69,442 448,913 SH   SOLE   448,913 0 0
CARDINAL HEALTH INC COM 14149Y108 85 1,486 SH   SOLE   1,486 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 622 12,803 SH   SOLE   12,803 0 0
CATALENT INC COM 148806102 334 3,092 SH   SOLE   3,092 0 0
CATERPILLAR INC COM 149123101 43,000 197,581 SH   SOLE   197,581 0 0
CBOE GLOBAL MKTS INC COM 12503M108 9,888 83,055 SH   SOLE   83,055 0 0
CBRE GROUP INC CL A 12504L109 8,607 100,391 SH   SOLE   100,391 0 0
CDW CORP COM 12514G108 1,452 8,312 SH   SOLE   8,312 0 0
CELANESE CORP DEL COM 150870103 392 2,587 SH   SOLE   2,587 0 0
CENTENE CORP DEL COM 15135B101 2,198 30,140 SH   SOLE   30,140 0 0
CERNER CORP COM 156782104 222 2,836 SH   SOLE   2,836 0 0
CF INDS HLDGS INC COM 125269100 514 9,993 SH   SOLE   9,993 0 0
CHANGE HEALTHCARE INC COM 15912K100 10,584 459,354 SH   SOLE   459,354 0 0
SCHWAB CHARLES CORP COM 808513105 18,440 253,258 SH   SOLE   253,258 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,787 66,712 SH   SOLE   66,712 0 0
CHUBB LIMITED COM H1467J104 39,071 245,822 SH   SOLE   245,822 0 0
CHURCH & DWIGHT INC COM 171340102 397 4,659 SH   SOLE   4,659 0 0
CIGNA CORP NEW COM 125523100 4,446 18,753 SH   SOLE   18,753 0 0
CINTAS CORP COM 172908105 1,935 5,066 SH   SOLE   5,066 0 0
CISCO SYS INC COM 17275R102 11,909 224,706 SH   SOLE   224,706 0 0
CITIGROUP INC COM NEW 172967424 17,927 253,392 SH   SOLE   253,392 0 0
CITIZENS FINL GROUP INC COM 174610105 11,141 242,886 SH   SOLE   242,886 0 0
CME GROUP INC COM 12572Q105 64,820 304,778 SH   SOLE   304,778 0 0
COCA COLA CO COM 191216100 70,184 1,297,054 SH   SOLE   1,297,054 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 13,575 195,998 SH   SOLE   195,998 0 0
COHERENT INC COM 192479103 18,458 69,828 SH   SOLE   69,828 0 0
COLGATE PALMOLIVE CO COM 194162103 12,910 158,700 SH   SOLE   158,700 0 0
COMCAST CORP NEW CL A 20030N101 277 4,854 SH   SOLE   4,854 0 0
COMERICA INC COM 200340107 6,025 84,448 SH   SOLE   84,448 0 0
CONAGRA BRANDS INC COM 205887102 614 16,882 SH   SOLE   16,882 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,935 16,825 SH   SOLE   16,825 0 0
COPART INC COM 217204106 4,086 30,997 SH   SOLE   30,997 0 0
CORESITE RLTY CORP COM 21870Q105 5,211 38,717 SH   SOLE   38,717 0 0
CORNING INC COM 219350105 1,076 26,299 SH   SOLE   26,299 0 0
CORTEVA INC COM 22052L104 20,324 458,255 SH   SOLE   458,255 0 0
COSTAR GROUP INC COM 22160N109 1,621 19,570 SH   SOLE   19,570 0 0
COSTCO WHSL CORP NEW COM 22160K105 16,677 42,150 SH   SOLE   42,150 0 0
CREE INC COM 225447101 10,694 109,198 SH   SOLE   109,198 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 51,637 264,669 SH   SOLE   264,669 0 0
CSX CORP COM 126408103 51,633 1,609,500 SH   SOLE   1,609,500 0 0
CUBESMART COM 229663109 14,143 305,343 SH   SOLE   305,343 0 0
CVS HEALTH CORP COM 126650100 3,558 42,646 SH   SOLE   42,646 0 0
CYRUSONE INC COM 23283R100 104 1,460 SH   SOLE   1,460 0 0
D R HORTON INC COM 23331A109 32,894 363,994 SH   SOLE   363,994 0 0
DANAHER CORPORATION COM 235851102 9,872 36,785 SH   SOLE   36,785 0 0
DARDEN RESTAURANTS INC COM 237194105 1,106 7,579 SH   SOLE   7,579 0 0
DAVITA INC COM 23918K108 142 1,183 SH   SOLE   1,183 0 0
DELL TECHNOLOGIES INC CL C 24703L202 12,970 130,134 SH   SOLE   130,134 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 37,249 861,049 SH   SOLE   861,049 0 0
DENTSPLY SIRONA INC COM 24906P109 805 12,731 SH   SOLE   12,731 0 0
DEVON ENERGY CORP NEW COM 25179M103 229 7,853 SH   SOLE   7,853 0 0
DIGITAL RLTY TR INC COM 253868103 41,278 274,348 SH   SOLE   274,348 0 0
DISCOVER FINL SVCS COM 254709108 4,561 38,562 SH   SOLE   38,562 0 0
DOLLAR GEN CORP NEW COM 256677105 3,327 15,376 SH   SOLE   15,376 0 0
DOLLAR TREE INC COM 256746108 1,376 13,827 SH   SOLE   13,827 0 0
DOMINOS PIZZA INC COM 25754A201 582 1,248 SH   SOLE   1,248 0 0
DOUGLAS EMMETT INC COM 25960P109 4,867 144,767 SH   SOLE   144,767 0 0
DOVER CORP COM 260003108 749 4,976 SH   SOLE   4,976 0 0
DOW INC COM 260557103 12,870 203,385 SH   SOLE   203,385 0 0
DUKE REALTY CORP COM NEW 264411505 16,864 356,148 SH   SOLE   356,148 0 0
DXC TECHNOLOGY CO COM 23355L106 743 19,069 SH   SOLE   19,069 0 0
EAST WEST BANCORP INC COM 27579R104 4,479 62,472 SH   SOLE   62,472 0 0
EASTMAN CHEM CO COM 277432100 13,310 114,000 SH   SOLE   114,000 0 0
EATON CORP PLC SHS G29183103 2,049 13,828 SH   SOLE   13,828 0 0
EBAY INC. COM 278642103 1,613 22,979 SH   SOLE   22,979 0 0
ECOLAB INC COM 278865100 804 3,904 SH   SOLE   3,904 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,211 11,697 SH   SOLE   11,697 0 0
ELECTRONIC ARTS INC COM 285512109 10,235 71,159 SH   SOLE   71,159 0 0
LILLY ELI & CO COM 532457108 7,300 31,804 SH   SOLE   31,804 0 0
EMERSON ELEC CO COM 291011104 1,988 20,653 SH   SOLE   20,653 0 0
ENTERGY CORP NEW COM 29364G103 473 4,746 SH   SOLE   4,746 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 9,789 226,545 SH   SOLE   226,545 0 0
EPAM SYS INC COM 29414B104 157 308 SH   SOLE   308 0 0
EQUINIX INC COM 29444U700 63,154 78,687 SH   SOLE   78,687 0 0
EQUITABLE HLDGS INC COM 29452E101 1,511 49,633 SH   SOLE   49,633 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 8,496 114,336 SH   SOLE   114,336 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 20,409 265,055 SH   SOLE   265,055 0 0
ESSEX PPTY TR INC COM 297178105 10,114 33,712 SH   SOLE   33,712 0 0
LAUDER ESTEE COS INC CL A 518439104 21,105 66,351 SH   SOLE   66,351 0 0
EVEREST RE GROUP LTD COM G3223R108 2,729 10,827 SH   SOLE   10,827 0 0
EVERGY INC COM 30034W106 9,726 160,949 SH   SOLE   160,949 0 0
EXTRA SPACE STORAGE INC COM 30225T102 333 2,030 SH   SOLE   2,030 0 0
EXXON MOBIL CORP COM 30231G102 46,897 743,451 SH   SOLE   743,451 0 0
FACEBOOK INC CL A 30303M102 131,639 378,588 SH   SOLE   378,588 0 0
FEDEX CORP COM 31428X106 637 2,134 SH   SOLE   2,134 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 4,498 103,500 SH   SOLE   103,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 20,211 142,666 SH   SOLE   142,666 0 0
FIFTH THIRD BANCORP COM 316773100 12,329 322,489 SH   SOLE   322,489 0 0
FIRST INDL RLTY TR INC COM 32054K103 7,986 152,898 SH   SOLE   152,898 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 595 3,177 SH   SOLE   3,177 0 0
FIRSTENERGY CORP COM 337932107 20,692 556,082 SH   SOLE   556,082 0 0
FISERV INC COM 337738108 12,119 113,382 SH   SOLE   113,382 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,254 4,899 SH   SOLE   4,899 0 0
FMC CORP COM NEW 302491303 2,350 21,717 SH   SOLE   21,717 0 0
FORTINET INC COM 34959E109 1,864 7,827 SH   SOLE   7,827 0 0
FORTIVE CORP COM 34959J108 443 6,349 SH   SOLE   6,349 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 6,049 60,724 SH   SOLE   60,724 0 0
FOX CORP CL A COM 35137L105 201 5,404 SH   SOLE   5,404 0 0
FOX CORP CL B COM 35137L204 191 5,414 SH   SOLE   5,414 0 0
FRANKLIN RESOURCES INC COM 354613101 683 21,347 SH   SOLE   21,347 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 10,278 221,851 SH   SOLE   221,851 0 0
GARMIN LTD SHS H2906T109 406 2,810 SH   SOLE   2,810 0 0
GENERAL DYNAMICS CORP COM 369550108 8,634 45,860 SH   SOLE   45,860 0 0
GENERAL ELECTRIC CO COM 369604103 20,955 1,556,826 SH   SOLE   1,556,826 0 0
GENERAL MLS INC COM 370334104 585 9,607 SH   SOLE   9,607 0 0
GENERAL MTRS CO COM 37045V100 10,700 180,840 SH   SOLE   180,840 0 0
GENUINE PARTS CO COM 372460105 1,063 8,405 SH   SOLE   8,405 0 0
GILEAD SCIENCES INC COM 375558103 232 3,373 SH   SOLE   3,373 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 60,726 1,525,000 SH   SOLE   1,525,000 0 0
GLOBAL PMTS INC COM 37940X102 17,323 92,369 SH   SOLE   92,369 0 0
GLOBE LIFE INC COM 37959E102 811 8,516 SH   SOLE   8,516 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 174,244 459,105 SH   SOLE   459,105 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 7,944 128,191 SH   SOLE   128,191 0 0
HCA HEALTHCARE INC COM 40412C101 5,824 28,171 SH   SOLE   28,171 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 6,824 255,584 SH   SOLE   255,584 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 7,990 240,000 SH   SOLE   240,000 0 0
HENRY SCHEIN INC COM 806407102 524 7,058 SH   SOLE   7,058 0 0
HERSHEY CO COM 427866108 484 2,777 SH   SOLE   2,777 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 295 20,228 SH   SOLE   20,228 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 17,574 145,694 SH   SOLE   145,694 0 0
HOLOGIC INC COM 436440101 1,007 15,089 SH   SOLE   15,089 0 0
HOME DEPOT INC COM 437076102 30,676 96,195 SH   SOLE   96,195 0 0
HONEYWELL INTL INC COM 438516106 37,208 169,629 SH   SOLE   169,629 0 0
HORMEL FOODS CORP COM 440452100 252 5,286 SH   SOLE   5,286 0 0
HOST HOTELS & RESORTS INC COM 44107P104 12,563 735,132 SH   SOLE   735,132 0 0
HOWMET AEROSPACE INC COM 443201108 49,720 1,442,427 SH   SOLE   1,442,427 0 0
HUNTINGTON BANCSHARES INC COM 446150104 19,710 1,381,194 SH   SOLE   1,381,194 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 161 763 SH   SOLE   763 0 0
HUNTSMAN CORP COM 447011107 101 3,827 SH   SOLE   3,827 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 5,669 36,768 SH   SOLE   36,768 0 0
IDEXX LABS INC COM 45168D104 845 1,338 SH   SOLE   1,338 0 0
IHS MARKIT LTD SHS G47567105 37,530 333,130 SH   SOLE   333,130 0 0
INGERSOLL RAND INC COM 45687V106 626 12,829 SH   SOLE   12,829 0 0
INTEL CORP COM 458140100 69,708 1,241,680 SH   SOLE   1,241,680 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 92,424 778,634 SH   SOLE   778,634 0 0
INTUIT COM 461202103 232 474 SH   SOLE   474 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 80,723 87,777 SH   SOLE   87,777 0 0
INVESCO LTD SHS G491BT108 2,039 76,286 SH   SOLE   76,286 0 0
ISHARES TR MSCI ACWI ETF 464288257 167,975 1,660,000 SH   SOLE   1,660,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 17,164 501,859 SH   SOLE   501,859 0 0
JOHNSON & JOHNSON COM 478160104 105,408 639,844 SH   SOLE   639,844 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,245 90,992 SH   SOLE   90,992 0 0
JPMORGAN CHASE & CO COM 46625H100 108,596 698,188 SH   SOLE   698,188 0 0
JUST EAT TAKEAWAY COM N V SPONSORED ADS 48214T305 12,059 660,381 SH   SOLE   660,381 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 44,196 155,965 SH   SOLE   155,965 0 0
KEYCORP COM 493267108 30,792 1,491,127 SH   SOLE   1,491,127 0 0
KIMBERLY-CLARK CORP COM 494368103 1,081 8,084 SH   SOLE   8,084 0 0
KIMCO RLTY CORP COM 49446R109 316 15,171 SH   SOLE   15,171 0 0
KKR & CO INC COM 48251W104 4,597 77,600 SH   SOLE   77,600 0 0
KLA CORP COM NEW 482480100 16,569 51,105 SH   SOLE   51,105 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 4,133 90,905 SH   SOLE   90,905 0 0
KRAFT HEINZ CO COM 500754106 1,246 30,548 SH   SOLE   30,548 0 0
L BRANDS INC COM 501797104 399 5,533 SH   SOLE   5,533 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 4,662 21,568 SH   SOLE   21,568 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,565 5,675 SH   SOLE   5,675 0 0
LAM RESEARCH CORP COM 512807108 18,313 28,143 SH   SOLE   28,143 0 0
LAMB WESTON HLDGS INC COM 513272104 278 3,444 SH   SOLE   3,444 0 0
LAS VEGAS SANDS CORP COM 517834107 6,451 122,432 SH   SOLE   122,432 0 0
LAZARD LTD SHS A G54050102 7,539 166,612 SH   SOLE   166,612 0 0
LENNAR CORP CL A 526057104 25,475 256,418 SH   SOLE   256,418 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 9,983 57,486 SH   SOLE   57,486 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 110 2,352 SH   SOLE   2,352 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 109 2,341 SH   SOLE   2,341 0 0
LIFE STORAGE INC COM 53223X107 8,779 81,781 SH   SOLE   81,781 0 0
LINCOLN NATL CORP IND COM 534187109 715 11,372 SH   SOLE   11,372 0 0
LINDE PLC SHS G5494J103 5,603 19,380 SH   SOLE   19,380 0 0
LKQ CORP COM 501889208 5,693 115,660 SH   SOLE   115,660 0 0
LOCKHEED MARTIN CORP COM 539830109 13,258 35,041 SH   SOLE   35,041 0 0
LOEWS CORP COM 540424108 860 15,732 SH   SOLE   15,732 0 0
LOWES COS INC COM 548661107 12,736 65,658 SH   SOLE   65,658 0 0
LPL FINL HLDGS INC COM 50212V100 5,300 39,262 SH   SOLE   39,262 0 0
LUMEN TECHNOLOGIES INC COM 550241103 4,849 356,836 SH   SOLE   356,836 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,034 10,052 SH   SOLE   10,052 0 0
MARSH & MCLENNAN COS INC COM 571748102 15,104 107,367 SH   SOLE   107,367 0 0
MARVELL TECHNOLOGY INC COM 573874104 38,421 658,682 SH   SOLE   658,682 0 0
MASCO CORP COM 574599106 2,092 35,508 SH   SOLE   35,508 0 0
MASIMO CORP COM 574795100 24,986 103,058 SH   SOLE   103,058 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 15,316 145,371 SH   SOLE   145,371 0 0
MCCORMICK & CO INC COM NON VTG 579780206 412 4,670 SH   SOLE   4,670 0 0
MCDONALDS CORP COM 580135101 44,171 191,224 SH   SOLE   191,224 0 0
MCKESSON CORP COM 58155Q103 751 3,927 SH   SOLE   3,927 0 0
MEDTRONIC PLC SHS G5960L103 25,872 208,424 SH   SOLE   208,424 0 0
MERCK & CO INC COM 58933Y105 14,326 184,206 SH   SOLE   184,206 0 0
METLIFE INC COM 59156R108 9,968 166,542 SH   SOLE   166,542 0 0
MGM RESORTS INTERNATIONAL COM 552953101 18,712 438,728 SH   SOLE   438,728 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 61,260 409,107 SH   SOLE   409,107 0 0
MICRON TECHNOLOGY INC COM 595112103 64,663 760,924 SH   SOLE   760,924 0 0
MICROSOFT CORP COM 594918104 422,925 1,561,184 SH   SOLE   1,561,184 0 0
MID-AMER APT CMNTYS INC COM 59522J103 25,395 150,781 SH   SOLE   150,781 0 0
MKS INSTRS INC COM 55306N104 11,546 64,885 SH   SOLE   64,885 0 0
MODERNA INC COM 60770K107 3,040 12,938 SH   SOLE   12,938 0 0
MOHAWK INDS INC COM 608190104 181 940 SH   SOLE   940 0 0
MONDELEZ INTL INC CL A 609207105 3,082 49,364 SH   SOLE   49,364 0 0
MONOLITHIC PWR SYS INC COM 609839105 21,597 57,831 SH   SOLE   57,831 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,965 21,509 SH   SOLE   21,509 0 0
MOODYS CORP COM 615369105 38 105 SH   SOLE   105 0 0
MORGAN STANLEY COM NEW 617446448 94,979 1,035,868 SH   SOLE   1,035,868 0 0
MOSAIC CO NEW COM 61945C103 380 11,923 SH   SOLE   11,923 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,145 9,893 SH   SOLE   9,893 0 0
MSCI INC COM 55354G100 3,939 7,390 SH   SOLE   7,390 0 0
NASDAQ INC COM 631103108 1,122 6,383 SH   SOLE   6,383 0 0
NETFLIX INC COM 64110L106 246 466 SH   SOLE   466 0 0
NEWELL BRANDS INC COM 651229106 604 22,002 SH   SOLE   22,002 0 0
NEWS CORP NEW CL B 65249B208 35 1,420 SH   SOLE   1,420 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 19,761 801,017 SH   SOLE   801,017 0 0
NIKE INC CL B 654106103 123,584 799,950 SH   SOLE   799,950 0 0
NORFOLK SOUTHN CORP COM 655844108 2,177 8,202 SH   SOLE   8,202 0 0
NORTHROP GRUMMAN CORP COM 666807102 23,573 64,862 SH   SOLE   64,862 0 0
NORTONLIFELOCK INC COM 668771108 2,548 93,609 SH   SOLE   93,609 0 0
NETEASE INC SPONSORED ADS 64110W102 23,050 200,000 SH   SOLE   200,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 32,744 601,468 SH   SOLE   601,468 0 0
NUCOR CORP COM 670346105 1,687 17,590 SH   SOLE   17,590 0 0
NVIDIA CORPORATION COM 67066G104 20,709 25,883 SH   SOLE   25,883 0 0
NVR INC COM 62944T105 2,492 501 SH   SOLE   501 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 13,829 24,423 SH   SOLE   24,423 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 579 2,281 SH   SOLE   2,281 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 2,652 73,088 SH   SOLE   73,088 0 0
OMNICOM GROUP INC COM 681919106 594 7,427 SH   SOLE   7,427 0 0
ONEMAIN HLDGS INC COM 68268W103 4,915 82,038 SH   SOLE   82,038 0 0
ONEOK INC NEW COM 682680103 389 6,985 SH   SOLE   6,985 0 0
ORACLE CORP COM 68389X105 17,526 225,160 SH   SOLE   225,160 0 0
ORGANON & CO COMMON STOCK 68622V106 678 22,397 SH   SOLE   22,397 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,940 23,719 SH   SOLE   23,719 0 0
PACCAR INC COM 693718108 486 5,444 SH   SOLE   5,444 0 0
PACKAGING CORP AMER COM 695156109 444 3,278 SH   SOLE   3,278 0 0
PALO ALTO NETWORKS INC COM 697435105 67,858 182,881 SH   SOLE   182,881 0 0
PARKER-HANNIFIN CORP COM 701094104 1,557 5,069 SH   SOLE   5,069 0 0
PAYCOM SOFTWARE INC COM 70432V102 496 1,364 SH   SOLE   1,364 0 0
PAYPAL HLDGS INC COM 70450Y103 31,216 107,096 SH   SOLE   107,096 0 0
PENTAIR PLC SHS G7S00T104 652 9,667 SH   SOLE   9,667 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 38,171 2,227,037 SH   SOLE   2,227,037 0 0
PEPSICO INC COM 713448108 29,227 197,254 SH   SOLE   197,254 0 0
PERRIGO CO PLC SHS G97822103 148 3,235 SH   SOLE   3,235 0 0
PFIZER INC COM 717081103 51,772 1,322,054 SH   SOLE   1,322,054 0 0
PHILLIPS 66 COM 718546104 2,708 31,552 SH   SOLE   31,552 0 0
PINDUODUO INC SPONSORED ADS 722304102 39,022 307,210 SH   SOLE   307,210 0 0
PNC FINL SVCS GROUP INC COM 693475105 142 745 SH   SOLE   745 0 0
POPULAR INC COM NEW 733174700 4,595 61,228 SH   SOLE   61,228 0 0
PPD INC COM 69355F102 14,830 321,766 SH   SOLE   321,766 0 0
PPG INDS INC COM 693506107 7,027 41,394 SH   SOLE   41,394 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,201 129,785 SH   SOLE   129,785 0 0
PROCTER AND GAMBLE CO COM 742718109 89,992 666,950 SH   SOLE   666,950 0 0
PROGRESSIVE CORP COM 743315103 27,597 281,000 SH   SOLE   281,000 0 0
PROLOGIS INC. COM 74340W103 137,083 1,146,848 SH   SOLE   1,146,848 0 0
PROOFPOINT INC COM 743424103 21,382 123,057 SH   SOLE   123,057 0 0
PUBLIC STORAGE COM 74460D109 82,256 273,559 SH   SOLE   273,559 0 0
PVH CORPORATION COM 693656100 144 1,336 SH   SOLE   1,336 0 0
QORVO INC COM 74736K101 20,744 106,027 SH   SOLE   106,027 0 0
QUALCOMM INC COM 747525103 29,195 204,258 SH   SOLE   204,258 0 0
QUANTA SVCS INC COM 74762E102 728 8,042 SH   SOLE   8,042 0 0
QUEST DIAGNOSTICS INC COM 74834L100 613 4,642 SH   SOLE   4,642 0 0
RAYMOND JAMES FINL INC COM 754730109 6,038 46,479 SH   SOLE   46,479 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 7,593 89,002 SH   SOLE   89,002 0 0
REGENCY CTRS CORP COM 758849103 6,407 100,000 SH   SOLE   100,000 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 3,160 156,573 SH   SOLE   156,573 0 0
RESMED INC COM 761152107 2,081 8,442 SH   SOLE   8,442 0 0
REXFORD INDL RLTY INC COM 76169C100 8,817 154,822 SH   SOLE   154,822 0 0
RINGCENTRAL INC CL A 76680R206 536 1,843 SH   SOLE   1,843 0 0
ROBERT HALF INTL INC COM 770323103 594 6,679 SH   SOLE   6,679 0 0
ROKU INC COM CL A 77543R102 21,377 46,547 SH   SOLE   46,547 0 0
ROLLINS INC COM 775711104 71 2,083 SH   SOLE   2,083 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,166 2,480 SH   SOLE   2,480 0 0
ROSS STORES INC COM 778296103 2,571 20,737 SH   SOLE   20,737 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 885 10,381 SH   SOLE   10,381 0 0
ROYAL GOLD INC COM 780287108 8,445 74,013 SH   SOLE   74,013 0 0
S&P GLOBAL INC COM 78409V104 53 128 SH   SOLE   128 0 0
SALESFORCE COM INC COM 79466L302 264 1,080 SH   SOLE   1,080 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 153,057 480,254 SH   SOLE   480,254 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 678 7,714 SH   SOLE   7,714 0 0
SEALED AIR CORP NEW COM 81211K100 391 6,600 SH   SOLE   6,600 0 0
SERVICENOW INC COM 81762P102 10,598 19,284 SH   SOLE   19,284 0 0
SHERWIN WILLIAMS CO COM 824348106 594 2,181 SH   SOLE   2,181 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 7,428 30,238 SH   SOLE   30,238 0 0
SIMON PPTY GROUP INC NEW COM 828806109 28,978 222,088 SH   SOLE   222,088 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 38,409 200,308 SH   SOLE   200,308 0 0
SOUTHWEST AIRLS CO COM 844741108 16,505 310,888 SH   SOLE   310,888 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,053 3,822 SH   SOLE   3,822 0 0
SQUARE INC CL A 852234103 4,458 18,284 SH   SOLE   18,284 0 0
STANLEY BLACK & DECKER INC COM 854502101 31,468 153,511 SH   SOLE   153,511 0 0
STARBUCKS CORP COM 855244109 53,441 477,967 SH   SOLE   477,967 0 0
STARWOOD PPTY TR INC COM 85571B105 13,362 510,593 SH   SOLE   510,593 0 0
STATE STR CORP COM 857477103 8,003 97,265 SH   SOLE   97,265 0 0
STEEL DYNAMICS INC COM 858119100 1,722 28,885 SH   SOLE   28,885 0 0
STERLING BANCORP DEL COM 85917A100 7,712 311,085 SH   SOLE   311,085 0 0
STORE CAP CORP COM 862121100 6,964 201,785 SH   SOLE   201,785 0 0
SUN CMNTYS INC COM 866674104 19,060 111,202 SH   SOLE   111,202 0 0
SYNCHRONY FINANCIAL COM 87165B103 4,142 85,367 SH   SOLE   85,367 0 0
SYNOPSYS INC COM 871607107 1,127 4,086 SH   SOLE   4,086 0 0
SYSCO CORP COM 871829107 2,304 29,628 SH   SOLE   29,628 0 0
T-MOBILE US INC COM 872590104 32,465 224,156 SH   SOLE   224,156 0 0
TAPESTRY INC COM 876030107 700 16,094 SH   SOLE   16,094 0 0
TARGET CORP COM 87612E106 40,433 167,260 SH   SOLE   167,260 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,837 13,585 SH   SOLE   13,585 0 0
TELEFLEX INCORPORATED COM 879369106 220 547 SH   SOLE   547 0 0
TEMPUR SEALY INTL INC COM 88023U101 35,975 917,959 SH   SOLE   917,959 0 0
TEXAS INSTRS INC COM 882508104 19,425 101,015 SH   SOLE   101,015 0 0
TEXTRON INC COM 883203101 4,750 69,070 SH   SOLE   69,070 0 0
AES CORP COM 00130H105 327 12,529 SH   SOLE   12,529 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 20,419 40,477 SH   SOLE   40,477 0 0
TJX COS INC NEW COM 872540109 3,589 53,240 SH   SOLE   53,240 0 0
TRADEWEB MKTS INC CL A 892672106 647 7,657 SH   SOLE   7,657 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,523 8,272 SH   SOLE   8,272 0 0
TRANSDIGM GROUP INC COM 893641100 1,213 1,874 SH   SOLE   1,874 0 0
TRAVELERS COMPANIES INC COM 89417E109 22,660 151,362 SH   SOLE   151,362 0 0
TWILIO INC CL A 90138F102 15,073 38,241 SH   SOLE   38,241 0 0
TYSON FOODS INC CL A 902494103 3,169 42,958 SH   SOLE   42,958 0 0
UBER TECHNOLOGIES INC COM 90353T100 17,627 351,688 SH   SOLE   351,688 0 0
UDR INC COM 902653104 5,374 109,719 SH   SOLE   109,719 0 0
ULTA BEAUTY INC COM 90384S303 673 1,947 SH   SOLE   1,947 0 0
UNION PAC CORP COM 907818108 9,857 44,818 SH   SOLE   44,818 0 0
UNITED AIRLS HLDGS INC COM 910047109 14,463 276,588 SH   SOLE   276,588 0 0
UNITED PARCEL SERVICE INC CL B 911312106 10,834 52,092 SH   SOLE   52,092 0 0
UNITEDHEALTH GROUP INC COM 91324P102 46,280 115,572 SH   SOLE   115,572 0 0
UNITY SOFTWARE INC COM 91332U101 9,801 89,238 SH   SOLE   89,238 0 0
US BANCORP DEL COM NEW 902973304 31,131 546,438 SH   SOLE   546,438 0 0
VENTAS INC COM 92276F100 17,171 300,724 SH   SOLE   300,724 0 0
VEREIT INC COM 92339V308 56,270 1,225,123 SH   SOLE   1,225,123 0 0
VERISK ANALYTICS INC COM 92345Y106 43,675 249,971 SH   SOLE   249,971 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 7,019 125,269 SH   SOLE   125,269 0 0
V F CORP COM 918204108 1,527 18,616 SH   SOLE   18,616 0 0
VIATRIS INC COM 92556V106 24 1,700 SH   SOLE   1,700 0 0
VIMEO INC COMMON STOCK 92719V100 2,925 59,692 SH   SOLE   59,692 0 0
VISTRA CORP COM 92840M102 4,261 229,724 SH   SOLE   229,724 0 0
VORNADO RLTY TR SH BEN INT 929042109 426 9,133 SH   SOLE   9,133 0 0
VOYA FINANCIAL INC COM 929089100 2,964 48,203 SH   SOLE   48,203 0 0
VULCAN MATLS CO COM 929160109 2,952 16,958 SH   SOLE   16,958 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 12,785 243,012 SH   SOLE   243,012 0 0
WALMART INC COM 931142103 54,429 385,966 SH   SOLE   385,966 0 0
DISNEY WALT CO COM 254687106 6,564 37,344 SH   SOLE   37,344 0 0
WASTE MGMT INC DEL COM 94106L109 3,173 22,645 SH   SOLE   22,645 0 0
WATERS CORP COM 941848103 740 2,141 SH   SOLE   2,141 0 0
WELLS FARGO CO NEW COM 949746101 137,423 3,034,283 SH   SOLE   3,034,283 0 0