Chief Finance and Risk Officer

0001297731-21-000003.txt : 20210701 0001297731-21-000003.hdr.sgml : 20210701 20210701065611 ACCESSION NUMBER: 0001297731-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210701 DATE AS OF CHANGE: 20210701 EFFECTIVENESS DATE: 20210701 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: 211064010 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 06-30-2021 06-30-2021 Pensionfund DSM Netherlands

PO BOX 6500 HEERLEN P7 6401 JH

13F HOLDINGS REPORT 028-10932 N Marton Bloemer Chief Finance and Risk Officer 0031 45 5782 199 Marton Bloemer Heerlen P7 07-01-2021 0 204 777505 false INFORMATION TABLE 2 SEC_01072021_PDN.XML ST PENSIOENFONDS DSM NEDERLAND 3M CO COMMON STOCK 88579Y101 4608 23200 SH SOLE 0 0 0 23200 ABBVIE INC COMMON STOCK 00287Y109 6038 53600 SH SOLE 0 0 0 53600 AGNC INVESTMENT CORP COMMON STOCK 00123Q104 2914 172500 SH SOLE 0 0 0 172500 ALEXANDRIA REAL ESTATE EQUIT COMMON STOCK 015271109 3766 20700 SH SOLE 0 0 0 20700 ALLSTATE CORP COMMON STOCK 020002101 3718 28500 SH SOLE 0 0 0 28500 ALTRIA GROUP INC COMMON STOCK 02209S103 3957 83000 SH SOLE 0 0 0 83000 AMERICAN CAMPUS COMMUNITIES COMMON STOCK 024835100 1775 38000 SH SOLE 0 0 0 38000 AMERICAN HOMES 4 RENT- A COMMON STOCK 02665T306 3419 88000 SH SOLE 0 0 0 88000 AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106 3385 13600 SH SOLE 0 0 0 13600 AMGEN INC COMMON STOCK 031162100 4924 20200 SH SOLE 0 0 0 20200 ANNALY CAPITAL MANAGEMENT IN COMMON STOCK 035710409 2930 330000 SH SOLE 0 0 0 330000 ANTHEM INC COMMON STOCK 036752103 4553 11925 SH SOLE 0 0 0 11925 APARTMENT INCOME REIT CO-W/I COMMON STOCK 03750L109 2581 54422 SH SOLE 0 0 0 54422 APARTMENT INVT and MGMT CO -A COMMON STOCK 03748R747 371 55222 SH SOLE 0 0 0 55222 APPLE HOSPITALITY REIT INC COMMON STOCK 03784Y200 763 50000 SH SOLE 0 0 0 50000 APPLE INC COMMON STOCK 037833100 26694 194900 SH SOLE 0 0 0 194900 APPLIED MATERIALS INC COMMON STOCK 038222105 4984 35000 SH SOLE 0 0 0 35000 ARCHER-DANIELS-MIDLAND CO COMMON STOCK 039483102 3454 57000 SH SOLE 0 0 0 57000 ATandT INC COMMON STOCK 00206R102 5756 200000 SH SOLE 0 0 0 200000 ATMOS ENERGY CORP COMMON STOCK 049560105 2979 31000 SH SOLE 0 0 0 31000 AUTOMATIC DATA PROCESSING COMMON STOCK 053015103 4131 20800 SH SOLE 0 0 0 20800 AUTOZONE INC COMMON STOCK 053332102 3432 2300 SH SOLE 0 0 0 2300 AVALONBAY COMMUNITIES INC COMMON STOCK 053484101 6995 33520 SH SOLE 0 0 0 33520 AVERY DENNISON CORP COMMON STOCK 053611109 3322 15800 SH SOLE 0 0 0 15800 BAXTER INTERNATIONAL INC COMMON STOCK 071813109 3301 41000 SH SOLE 0 0 0 41000 BECTON DICKINSON AND CO COMMON STOCK 075887109 3526 14500 SH SOLE 0 0 0 14500 BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 084670702 8754 31500 SH SOLE 0 0 0 31500 BEST BUY CO INC COMMON STOCK 086516101 3070 26700 SH SOLE 0 0 0 26700 BIOGEN INC COMMON STOCK 09062X103 4155 12000 SH SOLE 0 0 0 12000 BLACKROCK INC COMMON STOCK 09247X101 5075 5800 SH SOLE 0 0 0 5800 BOOZ ALLEN HAMILTON HOLDINGS COMMON STOCK 099502106 2811 33000 SH SOLE 0 0 0 33000 BOSTON PROPERTIES INC COMMON STOCK 101121101 2225 19417 SH SOLE 0 0 0 19417 BRANDYWINE REALTY TRUST COMMON STOCK 105368203 2898 211400 SH SOLE 0 0 0 211400 BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 5212 78000 SH SOLE 0 0 0 78000 BRISTOL-MYERS SQUIBB-CVR COMMON STOCK 110122157 0 33000 SH SOLE 0 0 0 33000 BRIXMOR PROPERTY GROUP INC COMMON STOCK 11120U105 3411 149000 SH SOLE 0 0 0 149000 CAMDEN PROPERTY TRUST COMMON STOCK 133131102 4071 30686 SH SOLE 0 0 0 30686 CAMPBELL SOUP CO COMMON STOCK 134429109 2690 59000 SH SOLE 0 0 0 59000 CDW CORP/DE COMMON STOCK 12514G108 3248 18600 SH SOLE 0 0 0 18600 CENTERSPACE COMMON STOCK 15202L107 1458 18480 SH SOLE 0 0 0 18480 CERNER CORP COMMON STOCK 156782104 2970 38000 SH SOLE 0 0 0 38000 CHATHAM LODGING TRUST COMMON STOCK 16208T102 463 36000 SH SOLE 0 0 0 36000 CHURCH and DWIGHT CO INC COMMON STOCK 171340102 3068 36000 SH SOLE 0 0 0 36000 CISCO SYSTEMS INC COMMON STOCK 17275R102 6175 116500 SH SOLE 0 0 0 116500 CITRIX SYSTEMS INC COMMON STOCK 177376100 2463 21000 SH SOLE 0 0 0 21000 CLOROX COMPANY COMMON STOCK 189054109 2789 15500 SH SOLE 0 0 0 15500 COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102 2978 43000 SH SOLE 0 0 0 43000 COLGATE-PALMOLIVE CO COMMON STOCK 194162103 3864 47500 SH SOLE 0 0 0 47500 COLUMBIA PROPERTY TRUST INC COMMON STOCK 198287203 1409 81000 SH SOLE 0 0 0 81000 COMCAST CORP-CLASS A COMMON STOCK 20030N101 6842 120000 SH SOLE 0 0 0 120000 CONSOLIDATED EDISON INC COMMON STOCK 209115104 2869 40000 SH SOLE 0 0 0 40000 CORESITE REALTY CORP COMMON STOCK 21870Q105 2545 18908 SH SOLE 0 0 0 18908 CORPORATE OFFICE PROPERTIES COMMON STOCK 22002T108 1260 45000 SH SOLE 0 0 0 45000 COUSINS PROPERTIES INC COMMON STOCK 222795502 3604 97977 SH SOLE 0 0 0 97977 CUBESMART COMMON STOCK 229663109 3682 79500 SH SOLE 0 0 0 79500 CUMMINS INC COMMON STOCK 231021106 3096 12700 SH SOLE 0 0 0 12700 CYRUSONE INC COMMON STOCK 23283R100 4041 56500 SH SOLE 0 0 0 56500 DIGITAL REALTY TRUST INC COMMON STOCK 253868103 8233 54719 SH SOLE 0 0 0 54719 DOLLAR GENERAL CORP COMMON STOCK 256677105 3679 17000 SH SOLE 0 0 0 17000 DOMINION ENERGY INC COMMON STOCK 25746U109 3487 47400 SH SOLE 0 0 0 47400 DOUGLAS EMMETT INC COMMON STOCK 25960P109 202 6000 SH SOLE 0 0 0 6000 DUKE REALTY CORP COMMON STOCK 264411505 2771 58524 SH SOLE 0 0 0 58524 DigitalBridge Group Inc COMMON STOCK 25401T108 1003 126932 SH SOLE 0 0 0 126932 Diversified Healthcare Trust COMMON STOCK 25525P107 1668 399100 SH SOLE 0 0 0 399100 EBAY INC COMMON STOCK 278642103 4002 57000 SH SOLE 0 0 0 57000 ELECTRONIC ARTS INC COMMON STOCK 285512109 3308 23000 SH SOLE 0 0 0 23000 ELI LILLY and CO COMMON STOCK 532457108 6427 28000 SH SOLE 0 0 0 28000 EMPIRE STATE REALTY TRUST-A COMMON STOCK 292104106 648 54000 SH SOLE 0 0 0 54000 EPR PROPERTIES COMMON STOCK 26884U109 778 14762 SH SOLE 0 0 0 14762 EQUINIX INC COMMON STOCK 29444U700 8318 10364 SH SOLE 0 0 0 10364 EQUITY RESIDENTIAL COMMON STOCK 29476L107 6203 80556 SH SOLE 0 0 0 80556 ESSENTIAL PROPERTIES REALTY COMMON STOCK 29670E107 1433 53000 SH SOLE 0 0 0 53000 ESSEX PROPERTY TRUST INC COMMON STOCK 297178105 5144 17145 SH SOLE 0 0 0 17145 EXELON CORP COMMON STOCK 30161N101 3412 77000 SH SOLE 0 0 0 77000 EXPEDITORS INTL WASH INC COMMON STOCK 302130109 3595 28400 SH SOLE 0 0 0 28400 F5 NETWORKS INC COMMON STOCK 315616102 2651 14200 SH SOLE 0 0 0 14200 FACEBOOK INC-A COMMON STOCK 30303M102 15821 45500 SH SOLE 0 0 0 45500 FOUR CORNERS PROPERTY TRUST COMMON STOCK 35086T109 1739 63000 SH SOLE 0 0 0 63000 GAMING AND LEISURE PROPERTIE COMMON STOCK 36467J108 3631 78372 SH SOLE 0 0 0 78372 GENERAL MILLS INC COMMON STOCK 370334104 3412 56000 SH SOLE 0 0 0 56000 GLOBAL MEDICAL REIT INC COMMON STOCK 37954A204 945 64000 SH SOLE 0 0 0 64000 GLOBAL NET LEASE INC COMMON STOCK 379378201 2553 137976 SH SOLE 0 0 0 137976 GLOBE LIFE INC COMMON STOCK 37959E102 2877 30200 SH SOLE 0 0 0 30200 HCP INC COMMON STOCK 42250P103 5346 160593 SH SOLE 0 0 0 160593 HEALTHCARE REALTY TRUST INC COMMON STOCK 421946104 1592 52719 SH SOLE 0 0 0 52719 HEALTHCARE TRUST OF AME-CL A COMMON STOCK 42225P501 3418 128000 SH SOLE 0 0 0 128000 HENRY SCHEIN INC COMMON STOCK 806407102 3042 41000 SH SOLE 0 0 0 41000 HERSHA HOSPITALITY TRUST COMMON STOCK 427825500 430 40000 SH SOLE 0 0 0 40000 HERSHEY CO/THE COMMON STOCK 427866108 3536 20300 SH SOLE 0 0 0 20300 HIGHWOODS PROPERTIES INC COMMON STOCK 431284108 2250 49802 SH SOLE 0 0 0 49802 HOME DEPOT INC COMMON STOCK 437076102 7877 24700 SH SOLE 0 0 0 24700 HOST HOTELS and RESORTS INC COMMON STOCK 44107P104 3401 198998 SH SOLE 0 0 0 198998 HP INC COMMON STOCK 40434L105 3381 112000 SH SOLE 0 0 0 112000 HUDSON PACIFIC PROPERTIES IN COMMON STOCK 444097109 2128 76500 SH SOLE 0 0 0 76500 HUMANA INC COMMON STOCK 444859102 3807 8600 SH SOLE 0 0 0 8600 HUNT (JB) TRANSPRT SVCS INC COMMON STOCK 445658107 3015 18500 SH SOLE 0 0 0 18500 IDEXX LABORATORIES INC COMMON STOCK 45168D104 4421 7000 SH SOLE 0 0 0 7000 ILLINOIS TOOL WORKS COMMON STOCK 452308109 3823 17100 SH SOLE 0 0 0 17100 INDEPENDENCE REALTY TRUST IN COMMON STOCK 45378A106 1969 108000 SH SOLE 0 0 0 108000 INDUSTRIAL LOGISTICS PROPERT COMMON STOCK 456237106 4324 165415 SH SOLE 0 0 0 165415 INNOVATIVE INDUSTRIAL PROPER COMMON STOCK 45781V101 707 3700 SH SOLE 0 0 0 3700 INTERCONTINENTAL EXCHANGE IN COMMON STOCK 45866F104 3917 33000 SH SOLE 0 0 0 33000 INTL BUSINESS MACHINES CORP COMMON STOCK 459200101 4955 33800 SH SOLE 0 0 0 33800 INTUIT INC COMMON STOCK 461202103 5257 10725 SH SOLE 0 0 0 10725 INVITATION HOMES INC COMMON STOCK 46187W107 6034 161810 SH SOLE 0 0 0 161810 IRON MOUNTAIN INC COMMON STOCK 46284V101 4211 99500 SH SOLE 0 0 0 99500 JPMORGAN CHASE and CO COMMON STOCK 46625H100 9877 63500 SH SOLE 0 0 0 63500 KELLOGG CO COMMON STOCK 487836108 3088 48000 SH SOLE 0 0 0 48000 KENNEDY-WILSON HOLDINGS INC COMMON STOCK 489398107 518 26081 SH SOLE 0 0 0 26081 KILROY REALTY CORP COMMON STOCK 49427F108 627 9000 SH SOLE 0 0 0 9000 KIMBERLY-CLARK CORP COMMON STOCK 494368103 3345 25000 SH SOLE 0 0 0 25000 KIMCO REALTY CORP COMMON STOCK 49446R109 224 10731 SH SOLE 0 0 0 10731 KITE REALTY GROUP TRUST COMMON STOCK 49803T300 1078 49000 SH SOLE 0 0 0 49000 KROGER CO COMMON STOCK 501044101 3256 85000 SH SOLE 0 0 0 85000 Keurig Dr Pepper Inc COMMON STOCK 49271V100 3066 87000 SH SOLE 0 0 0 87000 LAM RESEARCH CORP COMMON STOCK 512807108 4360 6700 SH SOLE 0 0 0 6700 LENNOX INTERNATIONAL INC COMMON STOCK 526107107 3157 9000 SH SOLE 0 0 0 9000 LEXINGTON REALTY TRUST COMMON STOCK 529043101 3215 269000 SH SOLE 0 0 0 269000 LOWE'S COS INC COMMON STOCK 548661107 4927 25400 SH SOLE 0 0 0 25400 Life Storage Inc COMMON STOCK 53223X107 3956 36850 SH SOLE 0 0 0 36850 MACERICH CO/THE COMMON STOCK 554382101 451 24720 SH SOLE 0 0 0 24720 MANPOWERGROUP INC COMMON STOCK 56418H100 3092 26000 SH SOLE 0 0 0 26000 MARSH and MCLENNAN COS COMMON STOCK 571748102 4108 29200 SH SOLE 0 0 0 29200 MASCO CORP COMMON STOCK 574599106 2839 48200 SH SOLE 0 0 0 48200 MCDONALD'S CORP COMMON STOCK 580135101 5313 23000 SH SOLE 0 0 0 23000 MCKESSON CORP COMMON STOCK 58155Q103 3347 17500 SH SOLE 0 0 0 17500 MEDICAL PROPERTIES TRUST INC COMMON STOCK 58463J304 4543 226000 SH SOLE 0 0 0 226000 MERCK and CO. INC. COMMON STOCK 58933Y105 5755 74000 SH SOLE 0 0 0 74000 METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105 3740 2700 SH SOLE 0 0 0 2700 MICROSOFT CORP COMMON STOCK 594918104 21923 80925 SH SOLE 0 0 0 80925 MID-AMERICA APARTMENT COMM COMMON STOCK 59522J103 5346 31740 SH SOLE 0 0 0 31740 MONDELEZ INTERNATIONAL INC-A COMMON STOCK 609207105 4371 70000 SH SOLE 0 0 0 70000 MONMOUTH REAL ESTATE INV COR COMMON STOCK 609720107 1167 62361 SH SOLE 0 0 0 62361 MONSTER BEVERAGE CORP COMMON STOCK 61174X109 3216 35200 SH SOLE 0 0 0 35200 MOODY'S CORP COMMON STOCK 615369105 4167 11500 SH SOLE 0 0 0 11500 MOTOROLA SOLUTIONS INC COMMON STOCK 620076307 3730 17200 SH SOLE 0 0 0 17200 NATL HEALTH INVESTORS INC COMMON STOCK 63633D104 2635 39300 SH SOLE 0 0 0 39300 NEW SENIOR INVESTMENT GROUP COMMON STOCK 648691103 1054 120056 SH SOLE 0 0 0 120056 NVR INC COMMON STOCK 62944T105 3233 650 SH SOLE 0 0 0 650 O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 3680 6500 SH SOLE 0 0 0 6500 OFFICE PROPERTIES INCOME TRUST COMMON STOCK 67623C109 1164 39708 SH SOLE 0 0 0 39708 OMEGA HEALTHCARE INVESTORS COMMON STOCK 681936100 3956 109000 SH SOLE 0 0 0 109000 ORACLE CORP COMMON STOCK 68389X105 5293 68000 SH SOLE 0 0 0 68000 ORGANON and CO COMMON STOCK 68622V106 224 7400 SH SOLE 0 0 0 7400 PARK HOTELS and RESORTS INC COMMON STOCK 700517105 434 21038 SH SOLE 0 0 0 21038 PAYCHEX INC COMMON STOCK 704326107 3750 34950 SH SOLE 0 0 0 34950 PEBBLEBROOK HOTEL TRUST COMMON STOCK 70509V100 210 8911 SH SOLE 0 0 0 8911 PEPSICO INC COMMON STOCK 713448108 5853 39500 SH SOLE 0 0 0 39500 PFIZER INC COMMON STOCK 717081103 6258 159800 SH SOLE 0 0 0 159800 PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 5352 54000 SH SOLE 0 0 0 54000 PHYSICIANS REALTY TRUST COMMON STOCK 71943U104 2364 128000 SH SOLE 0 0 0 128000 PINNACLE WEST CAPITAL COMMON STOCK 723484101 2951 36000 SH SOLE 0 0 0 36000 PLYMOUTH INDUSTRIAL REIT INC COMMON STOCK 729640102 2342 117000 SH SOLE 0 0 0 117000 PPG INDUSTRIES INC COMMON STOCK 693506107 3599 21200 SH SOLE 0 0 0 21200 PPL CORP COMMON STOCK 69351T106 2797 100000 SH SOLE 0 0 0 100000 PREFERRED APARTMENT COMMUN-A COMMON STOCK 74039L103 1282 131437 SH SOLE 0 0 0 131437 PROCTER and GAMBLE CO/THE COMMON STOCK 742718109 7758 57500 SH SOLE 0 0 0 57500 PROLOGIS INC COMMON STOCK 74340W103 17918 149904 SH SOLE 0 0 0 149904 PUBLIC SERVICE ENTERPRISE GP COMMON STOCK 744573106 3106 52000 SH SOLE 0 0 0 52000 PUBLIC STORAGE COMMON STOCK 74460D109 3909 13000 SH SOLE 0 0 0 13000 PUBLIC STORAGE COMMON STOCK 74460D109 8987 29889 SH SOLE 0 0 0 29889 QTS REALTY TRUST INC-CL A COMMON STOCK 74736A103 1437 18586 SH SOLE 0 0 0 18586 REALTY INCOME CORP COMMON STOCK 756109104 1335 20000 SH SOLE 0 0 0 20000 REINSURANCE GROUP OF AMERICA COMMON STOCK 759351604 2622 23000 SH SOLE 0 0 0 23000 RLJ LODGING TRUST COMMON STOCK 74965L101 1161 76200 SH SOLE 0 0 0 76200 ROBERT HALF INTL INC COMMON STOCK 770323103 3354 37700 SH SOLE 0 0 0 37700 RPM INTERNATIONAL INC COMMON STOCK 749685103 2749 31000 SH SOLE 0 0 0 31000 SandP GLOBAL INC COMMON STOCK 78409V104 4597 11200 SH SOLE 0 0 0 11200 SABRA HEALTH CARE REIT INC COMMON STOCK 78573L106 2962 162730 SH SOLE 0 0 0 162730 SEI INVESTMENTS COMPANY COMMON STOCK 784117103 2900 46800 SH SOLE 0 0 0 46800 SERVICE PROPERTIES TRUST COMMON STOCK 44106M102 1076 85434 SH SOLE 0 0 0 85434 SHERWIN-WILLIAMS CO/THE COMMON STOCK 824348106 3392 12450 SH SOLE 0 0 0 12450 SIMON PROPERTY GROUP INC COMMON STOCK 828806109 8626 66108 SH SOLE 0 0 0 66108 SL GREEN REALTY CORP COMMON STOCK 78440X804 1571 19639 SH SOLE 0 0 0 19639 SMITH (A.O.) CORP COMMON STOCK 831865209 3171 44000 SH SOLE 0 0 0 44000 SNAP-ON INC COMMON STOCK 833034101 2793 12500 SH SOLE 0 0 0 12500 SPIRIT REALTY CAPITAL INC COMMON STOCK 84860W300 3808 79600 SH SOLE 0 0 0 79600 STAG INDUSTRIAL INC COMMON STOCK 85254J102 4001 106880 SH SOLE 0 0 0 106880 STARBUCKS CORP COMMON STOCK 855244109 4718 42200 SH SOLE 0 0 0 42200 STORE CAPITAL CORP COMMON STOCK 862121100 2968 86000 SH SOLE 0 0 0 86000 SUMMIT HOTEL PROPERTIES INC COMMON STOCK 866082100 644 69000 SH SOLE 0 0 0 69000 T ROWE PRICE GROUP INC COMMON STOCK 74144T108 3821 19300 SH SOLE 0 0 0 19300 TANGER FACTORY OUTLET CENTER COMMON STOCK 875465106 716 38000 SH SOLE 0 0 0 38000 TARGET CORP COMMON STOCK 87612E106 5077 21000 SH SOLE 0 0 0 21000 TEXAS INSTRUMENTS INC COMMON STOCK 882508104 5481 28500 SH SOLE 0 0 0 28500 TRACTOR SUPPLY COMPANY COMMON STOCK 892356106 3256 17500 SH SOLE 0 0 0 17500 UDR INC COMMON STOCK 902653104 4046 82605 SH SOLE 0 0 0 82605 UMH PROPERTIES INC COMMON STOCK 903002103 1460 66900 SH SOLE 0 0 0 66900 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 8730 21800 SH SOLE 0 0 0 21800 VENTAS INC COMMON STOCK 92276F100 5200 91060 SH SOLE 0 0 0 91060 VEREIT INC COMMON STOCK 92339V308 5038 109696 SH SOLE 0 0 0 109696 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 6163 110000 SH SOLE 0 0 0 110000 VICI PROPERTIES INC COMMON STOCK 925652109 1241 40000 SH SOLE 0 0 0 40000 VISA INC-CLASS A SHARES COMMON STOCK 92826C839 8862 37900 SH SOLE 0 0 0 37900 VORNADO REALTY TRUST COMMON STOCK 929042109 1296 27765 SH SOLE 0 0 0 27765 WASHINGTON REIT COMMON STOCK 939653101 442 19199 SH SOLE 0 0 0 19199 WASTE MANAGEMENT INC COMMON STOCK 94106L109 3881 27700 SH SOLE 0 0 0 27700 WATERS CORP COMMON STOCK 941848103 3525 10200 SH SOLE 0 0 0 10200 WELLTOWER INC COMMON STOCK 95040Q104 6877 82753 SH SOLE 0 0 0 82753 WESTERN UNION CO COMMON STOCK 959802109 2710 118000 SH SOLE 0 0 0 118000 WP CAREY INC COMMON STOCK 92936U109 4313 57800 SH SOLE 0 0 0 57800 WW GRAINGER INC COMMON STOCK 384802104 3416 7800 SH SOLE 0 0 0 7800 YUM! BRANDS INC COMMON STOCK 988498101 3405 29600 SH SOLE 0 0 0 29600 ZOETIS INC COMMON STOCK 98978V103 4510 24200 SH SOLE 0 0 0 24200