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 COMMON STOCK 88579Y101 1,509 8,600 SH   SOLE 0 0 0 8,600
ABBOTT LABORATORIES COMMON STOCK 002824100 2,953 25,000 SH   SOLE 0 0 0 25,000
ABBVIE INC COMMON STOCK 00287Y109 2,740 25,400 SH   SOLE 0 0 0 25,400
ACTIVISION BLIZZARD INC COMMON STOCK 00507V109 967 12,500 SH   SOLE 0 0 0 12,500
ADOBE SYSTEMS INC COMMON STOCK 00724F101 3,800 6,600 SH   SOLE 0 0 0 6,600
ADVANCED MICRO DEVICES COMMON STOCK 007903107 1,801 17,500 SH   SOLE 0 0 0 17,500
AFLAC INC COMMON STOCK 001055102 584 11,200 SH   SOLE 0 0 0 11,200
AGILENT TECHNOLOGIES INC COMMON STOCK 00846U101 725 4,600 SH   SOLE 0 0 0 4,600
AGNC INVESTMENT CORP COMMON STOCK 00123Q104 0 0 SH   SOLE 0 0 0 0
AIRBNB INC-CLASS A COMMON STOCK 009066101 503 3,000 SH   SOLE 0 0 0 3,000
ALBEMARLE CORP COMMON STOCK 012653101 657 3,000 SH   SOLE 0 0 0 3,000
ALEXANDRIA REAL ESTATE EQUIT COMMON STOCK 015271109 516 2,700 SH   SOLE 0 0 0 2,700
ALEXANDRIA REAL ESTATE EQUIT COMMON STOCK 015271109 3,955 20,700 SH   SOLE 0 0 0 20,700
ALIGN TECHNOLOGY INC COMMON STOCK 016255101 799 1,200 SH   SOLE 0 0 0 1,200
ALLSTATE CORP COMMON STOCK 020002101 637 5,000 SH   SOLE 0 0 0 5,000
ALLY FINANCIAL INC COMMON STOCK 02005N100 352 6,900 SH   SOLE 0 0 0 6,900
ALNYLAM PHARMACEUTICALS INC COMMON STOCK 02043Q107 378 2,000 SH   SOLE 0 0 0 2,000
ALPHABET INC-CL A COMMON STOCK 02079K305 11,362 4,250 SH   SOLE 0 0 0 4,250
ALPHABET INC-CL C COMMON STOCK 02079K107 12,101 4,540 SH   SOLE 0 0 0 4,540
ALTRIA GROUP INC COMMON STOCK 02209S103 0 0 SH   SOLE 0 0 0 0
AMAZON.COM INC COMMON STOCK 023135106 22,995 7,000 SH   SOLE 0 0 0 7,000
AMERICAN CAMPUS COMMUNITIES COMMON STOCK 024835100 1,841 38,000 SH   SOLE 0 0 0 38,000
AMERICAN EXPRESS CO COMMON STOCK 025816109 1,927 11,500 SH   SOLE 0 0 0 11,500
AMERICAN HOMES 4 RENT- A COMMON STOCK 02665T306 3,202 84,000 SH   SOLE 0 0 0 84,000
AMERICAN INTERNATIONAL GROUP COMMON STOCK 026874784 736 13,400 SH   SOLE 0 0 0 13,400
AMERICAN TOWER CORP COMMON STOCK 03027X100 1,778 6,700 SH   SOLE 0 0 0 6,700
AMERICAN WATER WORKS CO INC COMMON STOCK 030420103 1,437 8,500 SH   SOLE 0 0 0 8,500
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106 502 1,900 SH   SOLE 0 0 0 1,900
AMERISOURCEBERGEN CORP COMMON STOCK 03073E105 406 3,400 SH   SOLE 0 0 0 3,400
AMETEK INC COMMON STOCK 031100100 471 3,800 SH   SOLE 0 0 0 3,800
AMGEN INC COMMON STOCK 031162100 1,829 8,600 SH   SOLE 0 0 0 8,600
AMPHENOL CORP-CL A COMMON STOCK 032095101 659 9,000 SH   SOLE 0 0 0 9,000
ANALOG DEVICES INC COMMON STOCK 032654105 1,273 7,600 SH   SOLE 0 0 0 7,600
ANSYS INC COMMON STOCK 03662Q105 443 1,300 SH   SOLE 0 0 0 1,300
ANTHEM INC COMMON STOCK 036752103 1,351 3,625 SH   SOLE 0 0 0 3,625
APARTMENT INCOME REIT CO-W/I COMMON STOCK 03750L109 2,656 54,422 SH   SOLE 0 0 0 54,422
APARTMENT INVT and MGMT CO -A COMMON STOCK 03748R747 378 55,222 SH   SOLE 0 0 0 55,222
APPLE HOSPITALITY REIT INC COMMON STOCK 03784Y200 787 50,000 SH   SOLE 0 0 0 50,000
APPLE INC COMMON STOCK 037833100 32,672 230,900 SH   SOLE 0 0 0 230,900
APPLIED MATERIALS INC COMMON STOCK 038222105 1,673 13,000 SH   SOLE 0 0 0 13,000
ARCHER-DANIELS-MIDLAND CO COMMON STOCK 039483102 486 8,100 SH   SOLE 0 0 0 8,100
ARISTA NETWORKS INC COMMON STOCK 040413106 447 1,300 SH   SOLE 0 0 0 1,300
ARTHUR J GALLAGHER and CO COMMON STOCK 363576109 520 3,500 SH   SOLE 0 0 0 3,500
ATandT INC COMMON STOCK 00206R102 3,268 121,000 SH   SOLE 0 0 0 121,000
ATMOS ENERGY CORP COMMON STOCK 049560105 0 0 SH   SOLE 0 0 0 0
AUTODESK INC COMMON STOCK 052769106 941 3,300 SH   SOLE 0 0 0 3,300
AUTOMATIC DATA PROCESSING COMMON STOCK 053015103 1,259 6,300 SH   SOLE 0 0 0 6,300
AUTOZONE INC COMMON STOCK 053332102 594 350 SH   SOLE 0 0 0 350
AVALONBAY COMMUNITIES INC COMMON STOCK 053484101 532 2,400 SH   SOLE 0 0 0 2,400
AVALONBAY COMMUNITIES INC COMMON STOCK 053484101 7,030 31,720 SH   SOLE 0 0 0 31,720
AVANTOR INC COMMON STOCK 05352A100 397 9,700 SH   SOLE 0 0 0 9,700
AVERY DENNISON CORP COMMON STOCK 053611109 0 0 SH   SOLE 0 0 0 0
BAKER HUGHES CO COMMON STOCK 05722G100 277 11,200 SH   SOLE 0 0 0 11,200
BALL CORP COMMON STOCK 058498106 720 8,000 SH   SOLE 0 0 0 8,000
BANK OF AMERICA CORP COMMON STOCK 060505104 5,094 120,000 SH   SOLE 0 0 0 120,000
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 674 13,000 SH   SOLE 0 0 0 13,000
BAXTER INTERNATIONAL INC COMMON STOCK 071813109 611 7,600 SH   SOLE 0 0 0 7,600
BECTON DICKINSON AND CO COMMON STOCK 075887109 1,057 4,300 SH   SOLE 0 0 0 4,300
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 084670702 5,049 18,500 SH   SOLE 0 0 0 18,500
BEST BUY CO INC COMMON STOCK 086516101 444 4,200 SH   SOLE 0 0 0 4,200
BIO-RAD LABORATORIES-A COMMON STOCK 090572207 358 480 SH   SOLE 0 0 0 480
BIO-TECHNE CORP COMMON STOCK 09073M104 330 680 SH   SOLE 0 0 0 680
BIOGEN INC COMMON STOCK 09062X103 679 2,400 SH   SOLE 0 0 0 2,400
BLACKROCK INC COMMON STOCK 09247X101 1,845 2,200 SH   SOLE 0 0 0 2,200
BLACKSTONE GROUP INC/THE-A COMMON STOCK 09260D107 1,222 10,500 SH   SOLE 0 0 0 10,500
BOOKING HOLDINGS INC COMMON STOCK 741503403 1,424 600 SH   SOLE 0 0 0 600
BOOZ ALLEN HAMILTON HOLDINGS COMMON STOCK 099502106 0 0 SH   SOLE 0 0 0 0
BOSTON PROPERTIES INC COMMON STOCK 101121101 2,104 19,417 SH   SOLE 0 0 0 19,417
BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 911 21,000 SH   SOLE 0 0 0 21,000
BRANDYWINE REALTY TRUST COMMON STOCK 105368203 2,837 211,400 SH   SOLE 0 0 0 211,400
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 1,893 32,000 SH   SOLE 0 0 0 32,000
BRISTOL-MYERS SQUIBB-CVR COMMON STOCK 110122157 0 33,000 SH   SOLE 0 0 0 33,000
BRIXMOR PROPERTY GROUP INC COMMON STOCK 11120U105 3,449 156,000 SH   SOLE 0 0 0 156,000
BROADCOM INC COMMON STOCK 000000000 2,764 5,700 SH   SOLE 0 0 0 5,700
BROADRIDGE FINANCIAL SOLUTIO COMMON STOCK 11133T103 333 2,000 SH   SOLE 0 0 0 2,000
BROWN-FORMAN CORP-CLASS B COMMON STOCK 115637209 322 4,800 SH   SOLE 0 0 0 4,800
BURLINGTON STORES INC COMMON STOCK 122017106 312 1,100 SH   SOLE 0 0 0 1,100
CADENCE DESIGN SYS INC COMMON STOCK 127387108 606 4,000 SH   SOLE 0 0 0 4,000
CAESARS ENTERTAINMENT INC COMMON STOCK 12769G100 393 3,500 SH   SOLE 0 0 0 3,500
CAMDEN PROPERTY TRUST COMMON STOCK 133131102 3,375 22,886 SH   SOLE 0 0 0 22,886
CAMPBELL SOUP CO COMMON STOCK 134429109 0 0 SH   SOLE 0 0 0 0
CAPITAL ONE FINANCIAL CORP COMMON STOCK 14040H105 1,118 6,900 SH   SOLE 0 0 0 6,900
CARMAX INC COMMON STOCK 143130102 358 2,800 SH   SOLE 0 0 0 2,800
CARNIVAL CORP COMMON STOCK 143658300 388 15,500 SH   SOLE 0 0 0 15,500
CARRIER GLOBAL CORP COMMON STOCK 14448C104 699 13,500 SH   SOLE 0 0 0 13,500
CARVANA CO COMMON STOCK 146869102 392 1,300 SH   SOLE 0 0 0 1,300
CATALENT INC COMMON STOCK 148806102 399 3,000 SH   SOLE 0 0 0 3,000
CATERPILLAR INC COMMON STOCK 149123101 1,536 8,000 SH   SOLE 0 0 0 8,000
CBRE GROUP INC - A COMMON STOCK 12504L109 545 5,600 SH   SOLE 0 0 0 5,600
CDW CORP/DE COMMON STOCK 12514G108 382 2,100 SH   SOLE 0 0 0 2,100
CENTENE CORP COMMON STOCK 15135B101 561 9,000 SH   SOLE 0 0 0 9,000
CENTERSPACE COMMON STOCK 15202L107 1,746 18,480 SH   SOLE 0 0 0 18,480
CERNER CORP COMMON STOCK 156782104 353 5,000 SH   SOLE 0 0 0 5,000
CHARLES RIVER LABORATORIES COMMON STOCK 159864107 330 800 SH   SOLE 0 0 0 800
CHARTER COMMUNICATIONS INC-A COMMON STOCK 16119P108 2,037 2,800 SH   SOLE 0 0 0 2,800
CHATHAM LODGING TRUST COMMON STOCK 16208T102 441 36,000 SH   SOLE 0 0 0 36,000
CHENIERE ENERGY INC COMMON STOCK 16411R208 332 3,400 SH   SOLE 0 0 0 3,400
CHEVRON CORP COMMON STOCK 166764100 2,688 26,500 SH   SOLE 0 0 0 26,500
CHIPOTLE MEXICAN GRILL INC COMMON STOCK 169656105 763 420 SH   SOLE 0 0 0 420
CHURCH and DWIGHT CO INC COMMON STOCK 171340102 330 4,000 SH   SOLE 0 0 0 4,000
CIGNA ORD COMMON STOCK 125509109 1,021 5,100 SH   SOLE 0 0 0 5,100
CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 354 3,100 SH   SOLE 0 0 0 3,100
CINTAS CORP COMMON STOCK 172908105 647 1,700 SH   SOLE 0 0 0 1,700
CISCO SYSTEMS INC COMMON STOCK 17275R102 3,239 59,500 SH   SOLE 0 0 0 59,500
CITIGROUP INC COMMON STOCK 172967424 2,105 30,000 SH   SOLE 0 0 0 30,000
CITIZENS FINANCIAL GROUP COMMON STOCK 174610105 366 7,800 SH   SOLE 0 0 0 7,800
CITRIX SYSTEMS INC COMMON STOCK 177376100 0 0 SH   SOLE 0 0 0 0
CLOROX COMPANY COMMON STOCK 189054109 331 2,000 SH   SOLE 0 0 0 2,000
CLOUDFLARE INC - CLASS A COMMON STOCK 18915M107 451 4,000 SH   SOLE 0 0 0 4,000
CME GROUP INC COMMON STOCK 12572Q105 1,025 5,300 SH   SOLE 0 0 0 5,300
COCA-COLA CO/THE COMMON STOCK 191216100 3,148 60,000 SH   SOLE 0 0 0 60,000
COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102 594 8,000 SH   SOLE 0 0 0 8,000
COLGATE-PALMOLIVE CO COMMON STOCK 194162103 945 12,500 SH   SOLE 0 0 0 12,500
COLUMBIA PROPERTY TRUST INC COMMON STOCK 198287203 1,541 81,000 SH   SOLE 0 0 0 81,000
COMCAST CORP-CLASS A COMMON STOCK 20030N101 3,691 66,000 SH   SOLE 0 0 0 66,000
CONOCOPHILLIPS COMMON STOCK 20825C104 1,254 18,500 SH   SOLE 0 0 0 18,500
CONSOLIDATED EDISON INC COMMON STOCK 209115104 1,372 18,900 SH   SOLE 0 0 0 18,900
CONSTELLATION BRANDS INC-A COMMON STOCK 21036P108 548 2,600 SH   SOLE 0 0 0 2,600
COOPER COS INC/THE COMMON STOCK 216648402 331 800 SH   SOLE 0 0 0 800
COPART INC COMMON STOCK 217204106 527 3,800 SH   SOLE 0 0 0 3,800
CORESITE REALTY CORP COMMON STOCK 21870Q105 2,453 17,708 SH   SOLE 0 0 0 17,708
CORNING INC COMMON STOCK 219350105 474 13,000 SH   SOLE 0 0 0 13,000
CORPORATE OFFICE PROPERTIES COMMON STOCK 22002T108 1,538 57,000 SH   SOLE 0 0 0 57,000
CORTEVA INC COMMON STOCK 22052L104 757 18,000 SH   SOLE 0 0 0 18,000
COSTAR GROUP INC COMMON STOCK 22160N109 542 6,300 SH   SOLE 0 0 0 6,300
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 2,741 6,100 SH   SOLE 0 0 0 6,100
COUSINS PROPERTIES INC COMMON STOCK 222795502 3,318 88,977 SH   SOLE 0 0 0 88,977
CROWDSTRIKE HOLDINGS INC - A COMMON STOCK 22788C105 737 3,000 SH   SOLE 0 0 0 3,000
CROWN CASTLE INTL CORP COMMON STOCK 22822V101 1,179 6,800 SH   SOLE 0 0 0 6,800
CSX CORP COMMON STOCK 126408103 1,011 34,000 SH   SOLE 0 0 0 34,000
CUBESMART COMMON STOCK 229663109 3,706 76,500 SH   SOLE 0 0 0 76,500
CUMMINS INC COMMON STOCK 231021106 539 2,400 SH   SOLE 0 0 0 2,400
CVS HEALTH CORP COMMON STOCK 126650100 1,612 19,000 SH   SOLE 0 0 0 19,000
CYRUSONE INC COMMON STOCK 23283R100 4,374 56,500 SH   SOLE 0 0 0 56,500
DANAHER CORP COMMON STOCK 235851102 3,075 10,100 SH   SOLE 0 0 0 10,100
DARDEN RESTAURANTS INC COMMON STOCK 237194105 333 2,200 SH   SOLE 0 0 0 2,200
DATADOG INC - CLASS A COMMON STOCK 23804L103 537 3,800 SH   SOLE 0 0 0 3,800
DEERE and CO COMMON STOCK 244199105 1,541 4,600 SH   SOLE 0 0 0 4,600
DEL TECHNOLOGIES -C COMMON STOCK 24703L202 447 4,300 SH   SOLE 0 0 0 4,300
DELTA AIR LINES INC COMMON STOCK 247361702 469 11,000 SH   SOLE 0 0 0 11,000
DEVON ENERGY CORP COMMON STOCK 25179M103 337 9,500 SH   SOLE 0 0 0 9,500
DEXCOM INC COMMON STOCK 252131107 820 1,500 SH   SOLE 0 0 0 1,500
DIGITAL REALTY TRUST INC COMMON STOCK 253868103 679 4,700 SH   SOLE 0 0 0 4,700
DIGITAL REALTY TRUST INC COMMON STOCK 253868103 7,904 54,719 SH   SOLE 0 0 0 54,719
DISCOVER FINANCIAL SERVICES COMMON STOCK 254709108 614 5,000 SH   SOLE 0 0 0 5,000
DOCUSIGN INC COMMON STOCK 256163106 721 2,800 SH   SOLE 0 0 0 2,800
DOLLAR GENERAL CORP COMMON STOCK 256677105 742 3,500 SH   SOLE 0 0 0 3,500
DOLLAR TREE INC COMMON STOCK 256746108 383 4,000 SH   SOLE 0 0 0 4,000
DOMINION ENERGY INC COMMON STOCK 25746U109 0 0 SH   SOLE 0 0 0 0
DOMINO'S PIZZA INC COMMON STOCK 25754A201 334 700 SH   SOLE 0 0 0 700
DOORDASH INC - A COMMON STOCK 25809K105 906 4,400 SH   SOLE 0 0 0 4,400
DOUGLAS EMMETT INC COMMON STOCK 25960P109 190 6,000 SH   SOLE 0 0 0 6,000
DOVER CORP COMMON STOCK 260003108 420 2,700 SH   SOLE 0 0 0 2,700
DOW INC COMMON STOCK 260543103 921 16,000 SH   SOLE 0 0 0 16,000
DR HORTON INC COMMON STOCK 23331A109 504 6,000 SH   SOLE 0 0 0 6,000
DRAFTKINGS INC - CL A COMMON STOCK 26142R104 337 7,000 SH   SOLE 0 0 0 7,000
DTE ENERGY COMPANY COMMON STOCK 233331107 1,229 11,000 SH   SOLE 0 0 0 11,000
DUKE REALTY CORP COMMON STOCK 264411505 2,802 58,524 SH   SOLE 0 0 0 58,524
DUKE REALTY CORP COMMON STOCK 264411505 335 7,000 SH   SOLE 0 0 0 7,000
DUPONT DE NEMOURS INC COMMON STOCK 26614N102 816 12,000 SH   SOLE 0 0 0 12,000
DYNATRACE INC COMMON STOCK 268150109 355 5,000 SH   SOLE 0 0 0 5,000
DigitalBridge Group Inc COMMON STOCK 25401T108 765 126,932 SH   SOLE 0 0 0 126,932
Diversified Healthcare Trust COMMON STOCK 25525P107 1,353 399,100 SH   SOLE 0 0 0 399,100
EATON CORP PLC COMMON STOCK 000000000 896 6,000 SH   SOLE 0 0 0 6,000
EBAY INC COMMON STOCK 278642103 766 11,000 SH   SOLE 0 0 0 11,000
ECOLAB INC COMMON STOCK 278865100 1,147 5,500 SH   SOLE 0 0 0 5,500
EDISON INTERNATIONAL COMMON STOCK 281020107 1,220 22,000 SH   SOLE 0 0 0 22,000
EDWARDS LIFESCIENCES CORP COMMON STOCK 28176E108 1,019 9,000 SH   SOLE 0 0 0 9,000
ELECTRONIC ARTS INC COMMON STOCK 285512109 711 5,000 SH   SOLE 0 0 0 5,000
ELI LILLY and CO COMMON STOCK 532457108 3,142 13,600 SH   SOLE 0 0 0 13,600
EMERSON ELECTRIC CO COMMON STOCK 291011104 867 9,200 SH   SOLE 0 0 0 9,200
EMPIRE STATE REALTY TRUST-A COMMON STOCK 292104106 542 54,000 SH   SOLE 0 0 0 54,000
ENPHASE ENERGY INC COMMON STOCK 29355A107 345 2,300 SH   SOLE 0 0 0 2,300
ENTERGY CORP COMMON STOCK 29364G103 1,192 12,000 SH   SOLE 0 0 0 12,000
EOG RESOURCES INC COMMON STOCK 26875P101 658 8,200 SH   SOLE 0 0 0 8,200
EPAM SYSTEMS INC COMMON STOCK 29414B104 513 900 SH   SOLE 0 0 0 900
EPR PROPERTIES COMMON STOCK 26884U109 729 14,762 SH   SOLE 0 0 0 14,762
EQUIFAX INC COMMON STOCK 294429105 532 2,100 SH   SOLE 0 0 0 2,100
EQUINIX INC COMMON STOCK 29444U700 1,106 1,400 SH   SOLE 0 0 0 1,400
EQUINIX INC COMMON STOCK 29444U700 8,189 10,364 SH   SOLE 0 0 0 10,364
EQUITY RESIDENTIAL COMMON STOCK 29476L107 526 6,500 SH   SOLE 0 0 0 6,500
EQUITY RESIDENTIAL COMMON STOCK 29476L107 6,316 78,056 SH   SOLE 0 0 0 78,056
ESSENTIAL PROPERTIES REALTY COMMON STOCK 29670E107 810 29,000 SH   SOLE 0 0 0 29,000
ESSEX PROPERTY TRUST INC COMMON STOCK 297178105 5,258 16,445 SH   SOLE 0 0 0 16,445
ESSEX PROPERTY TRUST INC COMMON STOCK 297178105 384 1,200 SH   SOLE 0 0 0 1,200
ESTEE LAUDER COMPANIES-CL A COMMON STOCK 518439104 1,020 3,400 SH   SOLE 0 0 0 3,400
ETSY INC COMMON STOCK 29786A106 416 2,000 SH   SOLE 0 0 0 2,000
EVERSOURCE ENERGY COMMON STOCK 30040W108 1,390 17,000 SH   SOLE 0 0 0 17,000
EXELON CORP COMMON STOCK 30161N101 1,677 34,700 SH   SOLE 0 0 0 34,700
EXPEDIA GROUP INC COMMON STOCK 30212P303 393 2,400 SH   SOLE 0 0 0 2,400
EXPEDITORS INTL WASH INC COMMON STOCK 302130109 405 3,400 SH   SOLE 0 0 0 3,400
EXTRA SPACE STORAGE INC COMMON STOCK 30225T102 454 2,700 SH   SOLE 0 0 0 2,700
EXXON MOBIL CORP COMMON STOCK 30231G102 3,412 58,000 SH   SOLE 0 0 0 58,000
F5 NETWORKS INC COMMON STOCK 315616102 0 0 SH   SOLE 0 0 0 0
FACEBOOK INC-A COMMON STOCK 30303M102 11,404 33,600 SH   SOLE 0 0 0 33,600
FASTENAL CO COMMON STOCK 311900104 516 10,000 SH   SOLE 0 0 0 10,000
FEDEX CORP COMMON STOCK 31428X106 921 4,200 SH   SOLE 0 0 0 4,200
FIDELITY NATIONAL INFO SERV COMMON STOCK 31620M106 1,107 9,100 SH   SOLE 0 0 0 9,100
FIFTH THIRD BANCORP COMMON STOCK 316773100 509 12,000 SH   SOLE 0 0 0 12,000
FIRST REPUBLIC BANK/CA COMMON STOCK 33616C100 559 2,900 SH   SOLE 0 0 0 2,900
FISERV INC COMMON STOCK 337738108 1,042 9,600 SH   SOLE 0 0 0 9,600
FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 340 1,300 SH   SOLE 0 0 0 1,300
FORD MOTOR CO COMMON STOCK 345370860 835 59,000 SH   SOLE 0 0 0 59,000
FORTINET INC COMMON STOCK 34959E109 730 2,500 SH   SOLE 0 0 0 2,500
FORTIVE CORP COMMON STOCK 34959J108 423 6,000 SH   SOLE 0 0 0 6,000
FOUR CORNERS PROPERTY TRUST COMMON STOCK 35086T109 2,310 86,000 SH   SOLE 0 0 0 86,000
FREEPORT-MCMORAN INC COMMON STOCK 35671D857 976 30,000 SH   SOLE 0 0 0 30,000
GAMING AND LEISURE PROPERTIE COMMON STOCK 36467J108 3,815 82,372 SH   SOLE 0 0 0 82,372
GARTNER INC COMMON STOCK 366651107 425 1,400 SH   SOLE 0 0 0 1,400
GENERAC HOLDINGS INC COMMON STOCK 368736104 450 1,100 SH   SOLE 0 0 0 1,100
GENERAL ELECTRIC CO COMMON STOCK 369604103 1,648 16,000 SH   SOLE 0 0 0 16,000
GENERAL MILLS INC COMMON STOCK 370334104 538 9,000 SH   SOLE 0 0 0 9,000
GENERAL MOTORS CO COMMON STOCK 37045V100 1,133 21,500 SH   SOLE 0 0 0 21,500
GILEAD SCIENCES INC COMMON STOCK 375558103 1,257 18,000 SH   SOLE 0 0 0 18,000
GLOBAL MEDICAL REIT INC COMMON STOCK 37954A204 1,088 74,000 SH   SOLE 0 0 0 74,000
GLOBAL NET LEASE INC COMMON STOCK 379378201 2,355 146,976 SH   SOLE 0 0 0 146,976
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 709 4,500 SH   SOLE 0 0 0 4,500
GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 1,852 4,900 SH   SOLE 0 0 0 4,900
HALLIBURTON CO COMMON STOCK 406216101 270 12,500 SH   SOLE 0 0 0 12,500
HARTFORD FINANCIAL SVCS GRP COMMON STOCK 416515104 422 6,000 SH   SOLE 0 0 0 6,000
HCA HEALTHCARE INC COMMON STOCK 40412C101 1,214 5,000 SH   SOLE 0 0 0 5,000
HCP INC COMMON STOCK 42250P103 335 10,000 SH   SOLE 0 0 0 10,000
HCP INC COMMON STOCK 42250P103 4,874 145,593 SH   SOLE 0 0 0 145,593
HEALTHCARE REALTY TRUST INC COMMON STOCK 421946104 1,570 52,719 SH   SOLE 0 0 0 52,719
HEALTHCARE TRUST OF AME-CL A COMMON STOCK 42225P501 3,796 128,000 SH   SOLE 0 0 0 128,000
HERSHA HOSPITALITY TRUST COMMON STOCK 427825500 373 40,000 SH   SOLE 0 0 0 40,000
HERSHEY CO/THE COMMON STOCK 427866108 389 2,300 SH   SOLE 0 0 0 2,300
HESS CORP COMMON STOCK 42809H107 336 4,300 SH   SOLE 0 0 0 4,300
HEWLETT PACKARD ENTERPRISE COMMON STOCK 42824C109 342 24,000 SH   SOLE 0 0 0 24,000
HIGHWOODS PROPERTIES INC COMMON STOCK 431284108 2,184 49,802 SH   SOLE 0 0 0 49,802
HILTON WORLDWIDE HOLDINGS IN COMMON STOCK 43300A203 542 4,100 SH   SOLE 0 0 0 4,100
HOLOGIC INC COMMON STOCK 436440101 347 4,700 SH   SOLE 0 0 0 4,700
HOME DEPOT INC COMMON STOCK 437076102 4,924 15,000 SH   SOLE 0 0 0 15,000
HORIZON THERAPEUTICS PLC COMMON STOCK 000000000 405 3,700 SH   SOLE 0 0 0 3,700
HORMEL FOODS CORP COMMON STOCK 440452100 369 9,000 SH   SOLE 0 0 0 9,000
HOST HOTELS and RESORTS INC COMMON STOCK 44107P104 3,250 198,998 SH   SOLE 0 0 0 198,998
HP INC COMMON STOCK 40434L105 506 18,500 SH   SOLE 0 0 0 18,500
HUBSPOT INC COMMON STOCK 443573100 507 750 SH   SOLE 0 0 0 750
HUDSON PACIFIC PROPERTIES IN COMMON STOCK 444097109 2,010 76,500 SH   SOLE 0 0 0 76,500
HUMANA INC COMMON STOCK 444859102 778 2,000 SH   SOLE 0 0 0 2,000
HUNTINGTON BANCSHARES INC COMMON STOCK 446150104 417 27,000 SH   SOLE 0 0 0 27,000
IDEXX LABORATORIES INC COMMON STOCK 45168D104 808 1,300 SH   SOLE 0 0 0 1,300
ILLINOIS TOOL WORKS COMMON STOCK 452308109 1,012 4,900 SH   SOLE 0 0 0 4,900
ILLUMINA INC COMMON STOCK 452327109 892 2,200 SH   SOLE 0 0 0 2,200
INDEPENDENCE REALTY TRUST IN COMMON STOCK 45378A106 2,198 108,000 SH   SOLE 0 0 0 108,000
INDUSTRIAL LOGISTICS PROPERT COMMON STOCK 456237106 4,203 165,415 SH   SOLE 0 0 0 165,415
INGERSOLL-RAND INC COMMON STOCK 000000000 363 7,200 SH   SOLE 0 0 0 7,200
INNOVATIVE INDUSTRIAL PROPER COMMON STOCK 45781V101 855 3,700 SH   SOLE 0 0 0 3,700
INSULET CORP COMMON STOCK 45784P101 341 1,200 SH   SOLE 0 0 0 1,200
INTEL CORP COMMON STOCK 458140100 3,037 57,000 SH   SOLE 0 0 0 57,000
INTERCONTINENTAL EXCHANGE IN COMMON STOCK 45866F104 976 8,500 SH   SOLE 0 0 0 8,500
INTERNATIONAL PAPER CO COMMON STOCK 460146103 643 11,500 SH   SOLE 0 0 0 11,500
INTL BUSINESS MACHINES CORP COMMON STOCK 459200101 1,806 13,000 SH   SOLE 0 0 0 13,000
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JPMORGAN CHASE and CO COMMON STOCK 46625H100 6,957 42,500 SH   SOLE 0 0 0 42,500
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KELLOGG CO COMMON STOCK 487836108 320 5,000 SH   SOLE 0 0 0 5,000
KENNEDY-WILSON HOLDINGS INC COMMON STOCK 489398107 546 26,081 SH   SOLE 0 0 0 26,081
KEYCORP COMMON STOCK 493267108 368 17,000 SH   SOLE 0 0 0 17,000
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KKR and CO INC -A COMMON STOCK 48251W104 603 9,900 SH   SOLE 0 0 0 9,900
KLA-TENCOR CORP COMMON STOCK 482480100 769 2,300 SH   SOLE 0 0 0 2,300
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KROGER CO COMMON STOCK 501044101 485 12,000 SH   SOLE 0 0 0 12,000
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LAS VEGAS SANDS CORP COMMON STOCK 517834107 439 12,000 SH   SOLE 0 0 0 12,000
LENNAR CORP-A COMMON STOCK 526057104 440 4,700 SH   SOLE 0 0 0 4,700
LENNOX INTERNATIONAL INC COMMON STOCK 526107107 0 0 SH   SOLE 0 0 0 0
LEXINGTON REALTY TRUST COMMON STOCK 529043101 3,430 269,000 SH   SOLE 0 0 0 269,000
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LIVE NATION ENTERTAINMENT IN COMMON STOCK 538034109 428 4,700 SH   SOLE 0 0 0 4,700
LOWE'S COS INC COMMON STOCK 548661107 2,049 10,100 SH   SOLE 0 0 0 10,100
LYONDELLBASELL INDU-CL A COMMON STOCK 000000000 751 8,000 SH   SOLE 0 0 0 8,000
Life Storage Inc COMMON STOCK 53223X107 4,056 35,350 SH   SOLE 0 0 0 35,350
M and T BANK CORP COMMON STOCK 55261F104 358 2,400 SH   SOLE 0 0 0 2,400
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MARSH and MCLENNAN COS COMMON STOCK 571748102 1,166 7,700 SH   SOLE 0 0 0 7,700
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MICROCHIP TECHNOLOGY INC COMMON STOCK 595017104 614 4,000 SH   SOLE 0 0 0 4,000
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MICROSOFT CORP COMMON STOCK 594918104 29,439 104,425 SH   SOLE 0 0 0 104,425
MID-AMERICA APARTMENT COMM COMMON STOCK 59522J103 374 2,000 SH   SOLE 0 0 0 2,000
MID-AMERICA APARTMENT COMM COMMON STOCK 59522J103 4,919 26,340 SH   SOLE 0 0 0 26,340
MODERNA INC COMMON STOCK 60770K107 2,232 5,800 SH   SOLE 0 0 0 5,800
MONDELEZ INTERNATIONAL INC-A COMMON STOCK 609207105 1,164 20,000 SH   SOLE 0 0 0 20,000
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MONMOUTH REAL ESTATE INV COR COMMON STOCK 609720107 1,163 62,361 SH   SOLE 0 0 0 62,361
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ORACLE CORP COMMON STOCK 68389X105 3,529 40,500 SH   SOLE 0 0 0 40,500
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PEBBLEBROOK HOTEL TRUST COMMON STOCK 70509V100 200 8,911 SH   SOLE 0 0 0 8,911
PELOTON INTERACTIVE INC-A COMMON STOCK 70614W100 383 4,400 SH   SOLE 0 0 0 4,400
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QUALCOMM INC COMMON STOCK 747525103 2,064 16,000 SH   SOLE 0 0 0 16,000
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RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109 377 4,000 SH   SOLE 0 0 0 4,000
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REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 362 17,000 SH   SOLE 0 0 0 17,000
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