0001297731-18-000002.txt : 20180403
0001297731-18-000002.hdr.sgml : 20180403
20180403085918
ACCESSION NUMBER: 0001297731-18-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180403
DATE AS OF CHANGE: 20180403
EFFECTIVENESS DATE: 20180403
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Pensionfund DSM Netherlands
CENTRAL INDEX KEY: 0001297731
IRS NUMBER: 000000000
STATE OF INCORPORATION: P7
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10932
FILM NUMBER: 18731455
BUSINESS ADDRESS:
STREET 1: PO BOX 6500
CITY: HEERLEN
STATE: P7
ZIP: 6401 JH
BUSINESS PHONE: ()31455782577
MAIL ADDRESS:
STREET 1: PO BOX 6500
CITY: HEERLEN
STATE: P7
ZIP: 6401 JH
FORMER COMPANY:
FORMER CONFORMED NAME: Pensionfund DSM Chemicals
DATE OF NAME CHANGE: 20040720
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001297731
XXXXXXXX
03-31-2018
03-31-2018
Pensionfund DSM Netherlands
PO BOX 6500
HEERLEN
P7
6401 JH
13F HOLDINGS REPORT
028-10932
N
Jos Janssen
Assistant Controller
0031455782381
Jos Janssen
Heerlen
P7
04-03-2018
0
203
556464
false
INFORMATION TABLE
2
SEC_03042018_PDN.XML
PDN
3M CO
COMMON STOCK
88579Y101
4632
21100
SH
SOLE
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0
0
21100
AFLAC INC
COMMON STOCK
001055102
3326
76000
SH
SOLE
0
0
0
76000
ALEXANDRIA REAL ESTATE EQUIT
COMMON STOCK
015271109
2111
16900
SH
SOLE
0
0
0
16900
ALLSTATE CORP
COMMON STOCK
020002101
3299
34800
SH
SOLE
0
0
0
34800
ALTRIA GROUP INC
COMMON STOCK
02209S103
4624
74200
SH
SOLE
0
0
0
74200
AMERICAN CAMPUS COMMUNITIES
COMMON STOCK
024835100
1931
50000
SH
SOLE
0
0
0
50000
AMERICAN ELECTRIC POWER
COMMON STOCK
025537101
3402
49600
SH
SOLE
0
0
0
49600
AMERICAN HOMES 4 RENT- A
COMMON STOCK
02665T306
402
20000
SH
SOLE
0
0
0
20000
AMERIPRISE FINANCIAL INC
COMMON STOCK
03076C106
2737
18500
SH
SOLE
0
0
0
18500
APARTMENT INVT and MGMT CO -A
COMMON STOCK
03748R101
1691
41500
SH
SOLE
0
0
0
41500
APPLE INC
COMMON STOCK
037833100
11728
69900
SH
SOLE
0
0
0
69900
APPLIED MATERIALS INC
COMMON STOCK
038222105
3804
68400
SH
SOLE
0
0
0
68400
ARMADA HOFFLER PROPERTIES IN
COMMON STOCK
04208T108
1027
75000
SH
SOLE
0
0
0
75000
AUTOZONE INC
COMMON STOCK
053332102
2660
4100
SH
SOLE
0
0
0
4100
AVALONBAY COMMUNITIES INC
COMMON STOCK
053484101
3868
23520
SH
SOLE
0
0
0
23520
AVERY DENNISON CORP
COMMON STOCK
053611109
2635
24800
SH
SOLE
0
0
0
24800
BAXTER INTERNATIONAL INC
COMMON STOCK
071813109
3109
47800
SH
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0
0
0
47800
BEST BUY CO INC
COMMON STOCK
086516101
2905
41500
SH
SOLE
0
0
0
41500
BIOGEN INC
COMMON STOCK
09062X103
3094
11300
SH
SOLE
0
0
0
11300
BLACKROCK INC
COMMON STOCK
09247X101
3792
7000
SH
SOLE
0
0
0
7000
BOSTON PROPERTIES INC
COMMON STOCK
101121101
2023
16417
SH
SOLE
0
0
0
16417
BRANDYWINE REALTY TRUST
COMMON STOCK
105368203
2436
153400
SH
SOLE
0
0
0
153400
BRIXMOR PROPERTY GROUP INC
COMMON STOCK
11120U105
1693
111000
SH
SOLE
0
0
0
111000
BROADRIDGE FINANCIAL SOLUTIO
COMMON STOCK
11133T103
3455
31500
SH
SOLE
0
0
0
31500
BROWN-FORMAN CORP-CLASS B
COMMON STOCK
115637209
2992
55000
SH
SOLE
0
0
0
55000
CAMDEN PROPERTY TRUST
COMMON STOCK
133131102
2556
30369
SH
SOLE
0
0
0
30369
CBL and ASSOCIATES PROPERTIES
COMMON STOCK
124830100
379
91000
SH
SOLE
0
0
0
91000
CDK GLOBAL INC
COMMON STOCK
12508E101
2565
40500
SH
SOLE
0
0
0
40500
CELGENE CORP
COMMON STOCK
151020104
3622
40600
SH
SOLE
0
0
0
40600
CHATHAM LODGING TRUST
COMMON STOCK
16208T102
919
48000
SH
SOLE
0
0
0
48000
CHESAPEAKE LODGING TRUST
COMMON STOCK
165240102
1432
51500
SH
SOLE
0
0
0
51500
CHURCH and DWIGHT CO INC
COMMON STOCK
171340102
3122
62000
SH
SOLE
0
0
0
62000
CIGNA CORP
COMMON STOCK
125509109
2835
16900
SH
SOLE
0
0
0
16900
CLOROX COMPANY
COMMON STOCK
189054109
2928
22000
SH
SOLE
0
0
0
22000
COGNIZANT TECH SOLUTIONS-A
COMMON STOCK
192446102
3735
46400
SH
SOLE
0
0
0
46400
COLGATE-PALMOLIVE CO
COMMON STOCK
194162103
3899
54400
SH
SOLE
0
0
0
54400
COLONY NORTHSTAR INC-CLASS A
COMMON STOCK
19625W104
1929
343163
SH
SOLE
0
0
0
343163
COLUMBIA PROPERTY TRUST INC
COMMON STOCK
198287203
1760
86000
SH
SOLE
0
0
0
86000
COMCAST CORP-CLASS A
COMMON STOCK
20030N101
5160
151000
SH
SOLE
0
0
0
151000
CORPORATE OFFICE PROPERTIES
COMMON STOCK
22002T108
1576
61000
SH
SOLE
0
0
0
61000
COUSINS PROPERTIES INC
COMMON STOCK
222795106
1484
171000
SH
SOLE
0
0
0
171000
CSX CORP
COMMON STOCK
126408103
3677
66000
SH
SOLE
0
0
0
66000
CUBESMART
COMMON STOCK
229663109
1748
62000
SH
SOLE
0
0
0
62000
CUMMINS INC
COMMON STOCK
231021106
2837
17500
SH
SOLE
0
0
0
17500
CYRUSONE INC
COMMON STOCK
23283R100
809
15800
SH
SOLE
0
0
0
15800
DCT INDUSTRIAL TRUST INC
COMMON STOCK
233153204
677
12025
SH
SOLE
0
0
0
12025
DDR CORP
COMMON STOCK
23317H102
1312
179000
SH
SOLE
0
0
0
179000
DIAMONDROCK HOSPITALITY CO
COMMON STOCK
252784301
1545
148000
SH
SOLE
0
0
0
148000
DIGITAL REALTY TRUST INC
COMMON STOCK
253868103
3557
33750
SH
SOLE
0
0
0
33750
DISCOVER FINANCIAL SERVICES
COMMON STOCK
254709108
3021
42000
SH
SOLE
0
0
0
42000
DOLLAR GENERAL CORP
COMMON STOCK
256677105
2947
31500
SH
SOLE
0
0
0
31500
DOLLAR TREE INC
COMMON STOCK
256746108
2752
29000
SH
SOLE
0
0
0
29000
DR PEPPER SNAPPLE GROUP INC
COMMON STOCK
26138E109
3883
32800
SH
SOLE
0
0
0
32800
DTE ENERGY COMPANY
COMMON STOCK
233331107
3132
30000
SH
SOLE
0
0
0
30000
DUKE ENERGY CORP
COMMON STOCK
26441C204
3711
47900
SH
SOLE
0
0
0
47900
DUKE REALTY CORP
COMMON STOCK
264411505
1007
38024
SH
SOLE
0
0
0
38024
EASTGROUP PROPERTIES INC
COMMON STOCK
277276101
1860
22500
SH
SOLE
0
0
0
22500
EDUCATION REALTY TRUST INC
COMMON STOCK
28140H203
1376
42000
SH
SOLE
0
0
0
42000
ELI LILLY and CO
COMMON STOCK
532457108
3838
49600
SH
SOLE
0
0
0
49600
EMERSON ELECTRIC CO
COMMON STOCK
291011104
3395
49700
SH
SOLE
0
0
0
49700
EMPIRE STATE REALTY TRUST-A
COMMON STOCK
292104106
722
43000
SH
SOLE
0
0
0
43000
EPR PROPERTIES
COMMON STOCK
26884U109
2316
41800
SH
SOLE
0
0
0
41800
EQUITY RESIDENTIAL
COMMON STOCK
29476L107
3411
55356
SH
SOLE
0
0
0
55356
ESSEX PROPERTY TRUST INC
COMMON STOCK
297178105
2118
8800
SH
SOLE
0
0
0
8800
ESTEE LAUDER COMPANIES-CL A
COMMON STOCK
518439104
3653
24400
SH
SOLE
0
0
0
24400
EXPEDITORS INTL WASH INC
COMMON STOCK
302130109
2912
46000
SH
SOLE
0
0
0
46000
F5 NETWORKS INC
COMMON STOCK
315616102
3138
21700
SH
SOLE
0
0
0
21700
FARMLAND PARTNERS INC
COMMON STOCK
31154R109
431
51653
SH
SOLE
0
0
0
51653
FASTENAL CO
COMMON STOCK
311900104
2926
53600
SH
SOLE
0
0
0
53600
FISERV INC
COMMON STOCK
337738108
3366
47200
SH
SOLE
0
0
0
47200
FOREST CITY REALTY TRUST- A
COMMON STOCK
345605109
1783
88000
SH
SOLE
0
0
0
88000
FORTUNE BRANDS HOME and SECURI
COMMON STOCK
34964C106
2420
41100
SH
SOLE
0
0
0
41100
GAMING AND LEISURE PROPERTIE
COMMON STOCK
36467J108
1607
48000
SH
SOLE
0
0
0
48000
GAP INC/THE
COMMON STOCK
364760108
2643
84700
SH
SOLE
0
0
0
84700
GENERAL MILLS INC
COMMON STOCK
370334104
2613
58000
SH
SOLE
0
0
0
58000
GENUINE PARTS CO
COMMON STOCK
372460105
2578
28700
SH
SOLE
0
0
0
28700
GGP Inc
COMMON STOCK
36174X101
1749
85500
SH
SOLE
0
0
0
85500
GLOBAL NET LEASE INC
COMMON STOCK
379378201
1492
88408
SH
SOLE
0
0
0
88408
GRAMERCY PROPERTY TRUST
COMMON STOCK
385002308
2122
97666
SH
SOLE
0
0
0
97666
HCP INC
COMMON STOCK
40414L109
2197
94593
SH
SOLE
0
0
0
94593
HEALTHCARE REALTY TRUST INC
COMMON STOCK
421946104
296
10682
SH
SOLE
0
0
0
10682
HENRY SCHEIN INC
COMMON STOCK
806407102
2487
37000
SH
SOLE
0
0
0
37000
HERSHEY CO/THE
COMMON STOCK
427866108
2751
27800
SH
SOLE
0
0
0
27800
HIGHWOODS PROPERTIES INC
COMMON STOCK
431284108
1350
30802
SH
SOLE
0
0
0
30802
HOME DEPOT INC
COMMON STOCK
437076102
6185
34700
SH
SOLE
0
0
0
34700
HOSPITALITY PROPERTIES TRUST
COMMON STOCK
44106M102
1861
73434
SH
SOLE
0
0
0
73434
HOST HOTELS and RESORTS INC
COMMON STOCK
44107P104
3430
183998
SH
SOLE
0
0
0
183998
HP INC
COMMON STOCK
40434L105
3288
150000
SH
SOLE
0
0
0
150000
HUDSON PACIFIC PROPERTIES IN
COMMON STOCK
444097109
1968
60500
SH
SOLE
0
0
0
60500
HUNT (JB) TRANSPRT SVCS INC
COMMON STOCK
445658107
2812
24000
SH
SOLE
0
0
0
24000
ILLINOIS TOOL WORKS
COMMON STOCK
452308109
3306
21100
SH
SOLE
0
0
0
21100
INFRAREIT INC
COMMON STOCK
45685L100
1208
62180
SH
SOLE
0
0
0
62180
INGERSOLL-RAND PLC
COMMON STOCK
000000000
2942
34400
SH
SOLE
0
0
0
34400
INTL BUSINESS MACHINES CORP
COMMON STOCK
459200101
4956
32300
SH
SOLE
0
0
0
32300
INTUIT INC
COMMON STOCK
461202103
3606
20800
SH
SOLE
0
0
0
20800
INVITATION HOMES INC
COMMON STOCK
46187W107
590
25824
SH
SOLE
0
0
0
25824
IRON MOUNTAIN INC
COMMON STOCK
46284V101
2547
77500
SH
SOLE
0
0
0
77500
JBG SMITH PROPERTIES
COMMON STOCK
46590V100
923
27382
SH
SOLE
0
0
0
27382
KENNEDY-WILSON HOLDINGS INC
COMMON STOCK
489398107
697
40081
SH
SOLE
0
0
0
40081
KILROY REALTY CORP
COMMON STOCK
49427F108
922
13000
SH
SOLE
0
0
0
13000
KIMBERLY-CLARK CORP
COMMON STOCK
494368103
3084
28000
SH
SOLE
0
0
0
28000
KIMCO REALTY CORP
COMMON STOCK
49446R109
831
57731
SH
SOLE
0
0
0
57731
KITE REALTY GROUP TRUST
COMMON STOCK
49803T300
1736
114000
SH
SOLE
0
0
0
114000
LAM RESEARCH CORP
COMMON STOCK
512807108
3454
17000
SH
SOLE
0
0
0
17000
LASALLE HOTEL PROPERTIES
COMMON STOCK
517942108
1700
58600
SH
SOLE
0
0
0
58600
LEAR CORP
COMMON STOCK
521865204
2860
15370
SH
SOLE
0
0
0
15370
LEGGETT and PLATT INC
COMMON STOCK
524660107
2750
62000
SH
SOLE
0
0
0
62000
LIBERTY PROPERTY TRUST
COMMON STOCK
531172104
2825
71096
SH
SOLE
0
0
0
71096
LOEWS CORP
COMMON STOCK
540424108
2874
57800
SH
SOLE
0
0
0
57800
LOWE'S COS INC
COMMON STOCK
548661107
3642
41500
SH
SOLE
0
0
0
41500
LYONDELLBASELL INDU-CL A
COMMON STOCK
000000000
3170
30000
SH
SOLE
0
0
0
30000
Life Storage Inc
COMMON STOCK
53223X107
1796
21500
SH
SOLE
0
0
0
21500
MACERICH CO/THE
COMMON STOCK
554382101
1317
23507
SH
SOLE
0
0
0
23507
MACK-CALI REALTY CORP
COMMON STOCK
554489104
1170
70000
SH
SOLE
0
0
0
70000
MANPOWERGROUP INC
COMMON STOCK
56418H100
2544
22100
SH
SOLE
0
0
0
22100
MARSH and MCLENNAN COS
COMMON STOCK
571748102
3461
41900
SH
SOLE
0
0
0
41900
MASCO CORP
COMMON STOCK
574599106
2758
68200
SH
SOLE
0
0
0
68200
MASTERCARD INC - A
COMMON STOCK
57636Q104
5850
33400
SH
SOLE
0
0
0
33400
MCCORMICK and CO-NON VTG SHRS
COMMON STOCK
579780206
2968
27900
SH
SOLE
0
0
0
27900
MCDONALD'S CORP
COMMON STOCK
580135101
4770
30500
SH
SOLE
0
0
0
30500
MEDICAL PROPERTIES TRUST INC
COMMON STOCK
58463J304
1560
120000
SH
SOLE
0
0
0
120000
METTLER-TOLEDO INTERNATIONAL
COMMON STOCK
592688105
2645
4600
SH
SOLE
0
0
0
4600
MICROSOFT CORP
COMMON STOCK
594918104
11655
127700
SH
SOLE
0
0
0
127700
MID-AMERICA APARTMENT COMM
COMMON STOCK
59522J103
2987
32740
SH
SOLE
0
0
0
32740
MOHAWK INDUSTRIES INC
COMMON STOCK
608190104
2554
11000
SH
SOLE
0
0
0
11000
MONMOUTH REAL ESTATE INV COR
COMMON STOCK
609720107
1008
67000
SH
SOLE
0
0
0
67000
MOODY'S CORP
COMMON STOCK
615369105
3210
19900
SH
SOLE
0
0
0
19900
MSCI INC
COMMON STOCK
55354G100
3288
22000
SH
SOLE
0
0
0
22000
NATL HEALTH INVESTORS INC
COMMON STOCK
63633D104
404
6000
SH
SOLE
0
0
0
6000
NETAPP INC
COMMON STOCK
64110D104
3054
49500
SH
SOLE
0
0
0
49500
NEW SENIOR INVESTMENT GROUP
COMMON STOCK
648691103
1006
123000
SH
SOLE
0
0
0
123000
NEW YORK REIT INC
COMMON STOCK
64976L208
114
5300
SH
SOLE
0
0
0
5300
O'REILLY AUTOMOTIVE INC
COMMON STOCK
67103H107
2969
12000
SH
SOLE
0
0
0
12000
OMNICOM GROUP
COMMON STOCK
681919106
2936
40400
SH
SOLE
0
0
0
40400
PAYCHEX INC
COMMON STOCK
704326107
2839
46100
SH
SOLE
0
0
0
46100
PFIZER INC
COMMON STOCK
717081103
6158
173500
SH
SOLE
0
0
0
173500
PHYSICIANS REALTY TRUST
COMMON STOCK
71943U104
1448
93000
SH
SOLE
0
0
0
93000
PINNACLE WEST CAPITAL
COMMON STOCK
723484101
2953
37000
SH
SOLE
0
0
0
37000
PPG INDUSTRIES INC
COMMON STOCK
693506107
3091
27700
SH
SOLE
0
0
0
27700
PPL CORP
COMMON STOCK
69351T106
2829
100000
SH
SOLE
0
0
0
100000
PROCTER and GAMBLE CO/THE
COMMON STOCK
742718109
6366
80300
SH
SOLE
0
0
0
80300
PROLOGIS INC
COMMON STOCK
74340W103
5291
84000
SH
SOLE
0
0
0
84000
PUBLIC SERVICE ENTERPRISE GP
COMMON STOCK
744573106
3210
63900
SH
SOLE
0
0
0
63900
PUBLIC STORAGE
COMMON STOCK
74460D109
4223
21074
SH
SOLE
0
0
0
21074
QTS REALTY TRUST INC-CL A
COMMON STOCK
74736A103
978
27000
SH
SOLE
0
0
0
27000
QUALITY CARE PROPERTIES
COMMON STOCK
747545101
558
28718
SH
SOLE
0
0
0
28718
RAMCO-GERSHENSON PROPERTIES
COMMON STOCK
751452202
1715
138782
SH
SOLE
0
0
0
138782
RLJ LODGING TRUST
COMMON STOCK
74965L101
1540
79200
SH
SOLE
0
0
0
79200
RMR GROUP INC/THE - A
COMMON STOCK
74967R106
537
7684
SH
SOLE
0
0
0
7684
ROBERT HALF INTL INC
COMMON STOCK
770323103
2923
50500
SH
SOLE
0
0
0
50500
ROCKWELL AUTOMATION INC
COMMON STOCK
773903109
2822
16200
SH
SOLE
0
0
0
16200
ROSS STORES INC
COMMON STOCK
778296103
3111
39900
SH
SOLE
0
0
0
39900
SandP GLOBAL INC
COMMON STOCK
78409V104
3840
20100
SH
SOLE
0
0
0
20100
SABRA HEALTH CARE REIT INC
COMMON STOCK
78573L106
2613
148030
SH
SOLE
0
0
0
148030
SEI INVESTMENTS COMPANY
COMMON STOCK
784117103
2907
38800
SH
SOLE
0
0
0
38800
SELECT INCOME REIT
COMMON STOCK
81618T100
2451
125800
SH
SOLE
0
0
0
125800
SENIOR HOUSING PROP TRUST
COMMON STOCK
81721M109
2335
149100
SH
SOLE
0
0
0
149100
SHERWIN-WILLIAMS CO/THE
COMMON STOCK
824348106
3215
8200
SH
SOLE
0
0
0
8200
SIMON PROPERTY GROUP INC
COMMON STOCK
828806109
10512
68108
SH
SOLE
0
0
0
68108
SKYWORKS SOLUTIONS INC
COMMON STOCK
83088M102
3228
32200
SH
SOLE
0
0
0
32200
SL GREEN REALTY CORP
COMMON STOCK
78440X101
1639
16923
SH
SOLE
0
0
0
16923
SMITH (A.O.) CORP
COMMON STOCK
831865209
2811
44200
SH
SOLE
0
0
0
44200
SOUTHERN CO/THE
COMMON STOCK
842587107
3492
78200
SH
SOLE
0
0
0
78200
SOUTHWEST AIRLINES CO
COMMON STOCK
844741108
2864
50000
SH
SOLE
0
0
0
50000
SPIRIT REALTY CAPITAL INC
COMMON STOCK
84860W102
1730
223000
SH
SOLE
0
0
0
223000
STAG INDUSTRIAL INC
COMMON STOCK
85254J102
1519
63500
SH
SOLE
0
0
0
63500
STANLEY BLACK and DECKER INC
COMMON STOCK
854502101
3003
19600
SH
SOLE
0
0
0
19600
STARBUCKS CORP
COMMON STOCK
855244109
4400
76000
SH
SOLE
0
0
0
76000
STATE STREET CORP
COMMON STOCK
857477103
3191
32000
SH
SOLE
0
0
0
32000
SUMMIT HOTEL PROPERTIES INC
COMMON STOCK
866082100
667
49000
SH
SOLE
0
0
0
49000
SUNSTONE HOTEL INVESTORS INC
COMMON STOCK
867892101
457
30000
SH
SOLE
0
0
0
30000
T ROWE PRICE GROUP INC
COMMON STOCK
74144T108
3023
28000
SH
SOLE
0
0
0
28000
TANGER FACTORY OUTLET CENTER
COMMON STOCK
875465106
1716
78000
SH
SOLE
0
0
0
78000
TARGET CORP
COMMON STOCK
87612E106
3201
46100
SH
SOLE
0
0
0
46100
TAUBMAN CENTERS INC
COMMON STOCK
876664103
911
16000
SH
SOLE
0
0
0
16000
TEXAS INSTRUMENTS INC
COMMON STOCK
882508104
4530
43600
SH
SOLE
0
0
0
43600
TIER REIT INC
COMMON STOCK
88650V208
824
44600
SH
SOLE
0
0
0
44600
TJX COMPANIES INC
COMMON STOCK
872540109
3776
46300
SH
SOLE
0
0
0
46300
TORCHMARK CORP
COMMON STOCK
891027104
2710
32200
SH
SOLE
0
0
0
32200
TRAVELERS COS INC/THE
COMMON STOCK
89417E109
3249
23400
SH
SOLE
0
0
0
23400
UDR INC
COMMON STOCK
902653104
1260
35367
SH
SOLE
0
0
0
35367
UGI CORP
COMMON STOCK
902681105
2798
63000
SH
SOLE
0
0
0
63000
UMH PROPERTIES INC
COMMON STOCK
903002103
1302
97083
SH
SOLE
0
0
0
97083
UNION PACIFIC CORP
COMMON STOCK
907818108
4866
36200
SH
SOLE
0
0
0
36200
UNITED PARCEL SERVICE-CL B
COMMON STOCK
911312106
3517
33600
SH
SOLE
0
0
0
33600
UNITED THERAPEUTICS CORP
COMMON STOCK
91307C102
2472
22000
SH
SOLE
0
0
0
22000
UNITEDHEALTH GROUP INC
COMMON STOCK
91324P102
6078
28400
SH
SOLE
0
0
0
28400
UNITI GROUP INC
COMMON STOCK
91325V108
1056
65000
SH
SOLE
0
0
0
65000
US BANCORP
COMMON STOCK
902973304
3949
78200
SH
SOLE
0
0
0
78200
VENTAS INC
COMMON STOCK
92276F100
3095
62482
SH
SOLE
0
0
0
62482
VEREIT INC
COMMON STOCK
92339V100
2645
380000
SH
SOLE
0
0
0
380000
VF CORP
COMMON STOCK
918204108
3017
40700
SH
SOLE
0
0
0
40700
VISA INC-CLASS A SHARES
COMMON STOCK
92826C839
6543
54700
SH
SOLE
0
0
0
54700
VMWARE INC-CLASS A
COMMON STOCK
928563402
2425
20000
SH
SOLE
0
0
0
20000
VORNADO REALTY TRUST
COMMON STOCK
929042109
1869
27765
SH
SOLE
0
0
0
27765
WABCO HOLDINGS INC
COMMON STOCK
92927K102
2497
18650
SH
SOLE
0
0
0
18650
WASHINGTON REIT
COMMON STOCK
939653101
437
16000
SH
SOLE
0
0
0
16000
WEINGARTEN REALTY INVESTORS
COMMON STOCK
948741103
1273
45336
SH
SOLE
0
0
0
45336
WELLTOWER INC
COMMON STOCK
95040Q104
3481
63953
SH
SOLE
0
0
0
63953
WW GRAINGER INC
COMMON STOCK
384802104
3105
11000
SH
SOLE
0
0
0
11000
WYNDHAM WORLDWIDE CORP
COMMON STOCK
98310W108
2792
24400
SH
SOLE
0
0
0
24400
YUM! BRANDS INC
COMMON STOCK
988498101
3278
38500
SH
SOLE
0
0
0
38500
ZOETIS INC
COMMON STOCK
98978V103
3674
44000
SH
SOLE
0
0
0
44000