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
ABERCROMBIE & FITCH CO CL A CL A 002896207 14,288 1,342,839 SH   SOLE   1,342,839 0 0
AERCAP HOLDINGS NV SHS SHS N00985106 142 4,600 SH   SOLE   4,600 0 0
ALLIANT ENERGY CORP COM COM 018802108 783 16,377 SH   SOLE   16,377 0 0
ALPHABET INC CAP STK CL A CL A 02079K305 9,216 6,499 SH   SOLE   6,499 0 0
AMERICAN EAGLE OUTFITTERS IN COM COM 02553E106 10,387 952,928 SH   SOLE   952,928 0 0
AMERICAN EQTY INVT LIFE HLD COM COM 025676206 15,187 614,610 SH   SOLE   614,610 0 0
AMERICAN TOWER CORP NEW COM COM 03027X100 4,359 16,860 SH   SOLE   16,860 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 1,382 10,738 SH   SOLE   10,738 0 0
APPLIED MATLS INC COM COM 038222105 4,492 74,304 SH   SOLE   74,304 0 0
ARCHER DANIELS MIDLAND CO COM COM 039483102 9,139 229,040 SH   SOLE   229,040 0 0
ARGO GROUP INTL HLDGS LTD COM COM G0464B107 14,838 426,020 SH   SOLE   426,020 0 0
ATLAS CORP SHS SHS Y0436Q109 9,710 1,277,559 SH   SOLE   1,252,462 0 25,097
AVALONBAY CMNTYS INC COM COM 053484101 42,033 271,808 SH   SOLE   173,912 0 97,896
BED BATH & BEYOND INC COM COM 075896100 4,487 423,275 SH   SOLE   423,275 0 0
BLACKROCK INC COM COM 09247X101 5,364 9,857 SH   SOLE   9,857 0 0
BOOKING HOLDINGS INC COM COM 09857L108 4,115 2,584 SH   SOLE   2,584 0 0
BOSTON PPTYS LTD PARTNERSHIP COM COM 101121101 15,487 171,354 SH   SOLE   69,570 0 101,784
BRUNSWICK CORP COM COM 117043109 23,469 366,649 SH   SOLE   366,649 0 0
CABOT CORP COM COM 127055101 9,468 255,555 SH   SOLE   255,555 0 0
CANADIAN IMP BK COMM COM COM 136069101 22,590 248,437 SH   SOLE   243,517 0 4,920
CANADIAN PAC RY LTD COM COM 13645T100 1,533 4,439 SH   SOLE   4,439 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 202 3,220 SH   SOLE   3,220 0 0
CARDINAL HEALTH INC COM COM 14149Y108 17,010 325,920 SH   SOLE   318,820 0 7,100
CHENIERE ENERGY INC COM NEW COM NEW 16411R208 791 16,380 SH   SOLE   16,380 0 0
CISCO SYS INC COM COM 17275R102 23,371 501,080 SH   SOLE   493,130 0 7,950
CITIGROUP INC COM NEW COM NEW 172967424 162 3,180 SH   SOLE   3,180 0 0
CITIZENS FINANCIAL GROUP INC COM COM 174610105 17,789 704,779 SH   SOLE   690,409 0 14,370
CMS ENERGY CORP COM COM 125896100 1,224 20,951 SH   SOLE   20,951 0 0
CORESITE RLTY CORP COM COM 21870Q105 19,325 159,636 SH   SOLE   103,322 0 56,314
CORPORATE OFFICE PPTYS TR SH BEN INT SH BEN INT 22002T108 3,121 123,200 SH   SOLE   49,500 0 73,700
CUBESMART COM COM 229663109 18,796 696,399 SH   SOLE   282,515 0 413,884
CUSTOMERS BANCORP INC COM COM 23204G100 63 5,255 SH   SOLE   5,255 0 0
DEERE & CO COM COM 244199105 5,033 32,032 SH   SOLE   32,032 0 0
DELEK US HLDGS INC NEW COM COM 24665A103 14,213 816,391 SH   SOLE   816,391 0 0
DIAMONDROCK HOSPITALITY CO COM COM 252784301 9,564 1,729,393 SH   SOLE   1,729,393 0 0
DIGITAL RLTY TR INC COM COM 253868103 369 2,600 SH   SOLE   0 0 2,600
DOMINION ENERGY INC COM COM 25746U109 292 3,603 SH   SOLE   3,603 0 0
EASTGROUP PPTY INC COM COM 277276101 18,026 151,966 SH   SOLE   60,766 0 91,200
EDISON INTL COM COM 281020107 416 7,659 SH   SOLE   7,659 0 0
ENBRIDGE INC COM COM 29250N105 2,919 56,747 SH   SOLE   56,747 0 0
ENERSYS COM COM 29275Y102 12,280 190,741 SH   SOLE   190,741 0 0
EQUINIX INC COM COM 29444U700 12,063 17,177 SH   SOLE   7,755 0 9,422
EQUITY LIFESTYLE PPTYS INC COM COM 29472R108 6,330 101,300 SH   SOLE   40,900 0 60,400
EQUITY RESIDENTIAL SH BEN INT SH BEN INT 29476L107 13,497 229,471 SH   SOLE   90,571 0 138,900
LAUDER ESTEE COS INC CL A CL A 518439104 2,923 15,491 SH   SOLE   15,491 0 0
EVERSOURCE ENERGY COM COM 30040W108 1,196 14,362 SH   SOLE   14,362 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 7,992 86,518 SH   SOLE   36,318 0 50,200
EXXON MOBIL CORP COM COM 30231G102 16,929 378,549 SH   SOLE   370,239 0 8,310
FEDERAL REALTY INVT TR SH BEN INT NEW SH BEN INT NEW 313747206 19,321 226,746 SH   SOLE   91,625 0 135,121
FIRST SOLAR INC COM COM 336433107 20,109 406,238 SH   SOLE   406,238 0 0
FIRSTENERGY CORP COM COM 337932107 1,350 34,803 SH   SOLE   34,803 0 0
GENTEX CORP COM COM 371901109 9,026 350,243 SH   SOLE   350,243 0 0
GILEAD SCIENCES INC COM COM 375558103 17,007 221,052 SH   SOLE   216,072 0 4,980
HEALTHPEAK PROPERTIES INC COM COM 42250P103 7,942 288,200 SH   SOLE   115,500 0 172,700
HEALTHCARE RLTY TR COM COM 421946104 17,284 590,074 SH   SOLE   364,217 0 225,857
HEALTHCARE TR AMER INC CL A NEW CL A NEW 42225P501 19,008 716,740 SH   SOLE   289,925 0 426,815
HOST HOTELS & RESORTS INC COM COM 44107P104 9,775 905,901 SH   SOLE   391,395 0 514,506
HUDSON PAC PPTYS INC COM COM 444097109 23,505 934,223 SH   SOLE   538,356 0 395,867
HUNTINGTON BANCSHARES INC COM COM 446150104 16,061 1,777,706 SH   SOLE   1,742,676 0 35,030
INVITATION HOMES INC COM COM 46187W107 25,744 935,112 SH   SOLE   376,512 0 558,600
IQVIA HLDGS INC COM COM 46266C105 4,078 28,741 SH   SOLE   28,741 0 0
ISHARES TR CORE S&P500 ETF ETF 464287200 36,859 119,019 SH   SOLE   0 0 119,019
JABIL INC COM COM 466313103 17,935 559,078 SH   SOLE   559,078 0 0
JPMORGAN CHASE & CO COM COM 46625H100 2,280 24,238 SH   SOLE   24,238 0 0
KRONOS WORLDWIDE INC COM COM 50105F105 14,746 1,416,495 SH   SOLE   1,416,495 0 0
LHC GROUP INC COM COM 50187A107 19,947 114,426 SH   SOLE   114,426 0 0
LUXFER HOLDINGS PLC SHS SHS G5698W116 13,391 946,338 SH   SOLE   946,338 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - SHS - A - N53745100 18,576 282,650 SH   SOLE   276,650 0 6,000
MARSH & MCLENNAN COS INC COM COM 571748102 5,278 49,164 SH   SOLE   49,164 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 8,029 27,153 SH   SOLE   27,153 0 0
MEDTRONIC PLC SHS SHS G5960L103 3,867 42,179 SH   SOLE   42,179 0 0
MERCK & CO. INC COM COM 58933Y105 19,783 255,822 SH   SOLE   250,862 0 4,960
MICROSOFT CORP COM COM 594918104 9,998 49,124 SH   SOLE   49,124 0 0
MRC GLOBAL INC COM COM 55345K103 3,611 610,980 SH   SOLE   610,980 0 0
MSC INDL DIRECT INC CL A CL A 553530106 9,893 135,870 SH   SOLE   130,590 0 5,280
NEXTERA ENERGY INC COM COM 65339F101 2,833 11,797 SH   SOLE   11,797 0 0
NIKE INC CL B CL B 654106103 6,106 62,270 SH   SOLE   62,270 0 0
OMNICOM GROUP INC COM COM 681919106 9,203 168,574 SH   SOLE   165,104 0 3,470
PDL BIOPHARMA INC COM COM 69329Y104 4,385 1,506,710 SH   SOLE   1,506,710 0 0
PEMBINA PIPELINE CORP COM COM 706327103 913 26,912 SH   SOLE   26,912 0 0
PEPSICO INC COM COM 713448108 18,512 139,960 SH   SOLE   137,150 0 2,810
PLDT INC SPONSORED ADR ADR 69344D408 9,751 399,431 SH   SOLE   389,691 0 9,740
PHYSICIANS RLTY TR COM COM 71943U104 6,762 386,027 SH   SOLE   156,427 0 229,600
PPL CORP COM COM 69351T106 17,340 671,067 SH   SOLE   656,807 0 14,260
PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 17,819 428,960 SH   SOLE   420,460 0 8,500
PROLOGIS INC. COM COM 74340W103 19,138 205,064 SH   SOLE   82,957 0 122,107
PRUDENTIAL FINL INC COM COM 744320102 9,500 156,001 SH   SOLE   152,951 0 3,050
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 18,626 378,874 SH   SOLE   371,314 0 7,560
PUBLIC STORAGE COM COM 74460D109 17,649 91,973 SH   SOLE   87,700 0 4,273
REALTY INCOME CORP COM COM 756109104 24,385 409,836 SH   SOLE   165,436 0 244,400
REDWOOD TR INC COM COM 758075402 10,275 1,467,801 SH   SOLE   1,434,581 0 33,220
RENAISSANCERE HOLDINGS LTD COM COM G7496G103 8,180 47,830 SH   SOLE   47,830 0 0
REXFORD INDL RLTY INC COM COM 76169C100 10,796 260,600 SH   SOLE   101,200 0 159,400
SCHLUMBERGER LTD COM COM 806857108 9,535 518,486 SH   SOLE   508,296 0 10,190
SEMPRA ENERGY COM COM 816851109 2,969 25,322 SH   SOLE   25,322 0 0
SITE CENTERS CORP COM COM 82981J109 9,701 1,197,600 SH   SOLE   476,200 0 721,400
SK TELECOM LTD SPONSORED ADR ADR 78440P108 17,759 919,237 SH   SOLE   899,757 0 19,480
SLEEP NUMBER CORP COM COM 83125X103 14,662 352,118 SH   SOLE   352,118 0 0
SOUTHERN CO COM COM 842587107 188 3,627 SH   SOLE   3,627 0 0
SPDR SER TR S&P DIVID ETF ETF 78464A763 21,085 231,200 SH   SOLE   0 0 231,200
STAG INDL INC COM COM 85254J102 18,823 641,963 SH   SOLE   261,663 0 380,300
STRATEGIC ED INC COM COM 86272C103 10,952 71,278 SH   SOLE   71,278 0 0
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 5,760 706,800 SH   SOLE   706,800 0 0
SYSCO CORP COM COM 871829107 3,507 64,167 SH   SOLE   64,167 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 20,026 352,754 SH   SOLE   346,284 0 6,470
TAPESTRY INC COM COM 876030107 17,706 1,333,370 SH   SOLE   1,306,680 0 26,690
TCF FINANCIAL CORPORATION NE COM COM 872307103 15,937 541,711 SH   SOLE   541,711 0 0
TERADATA CORP DEL COM COM 88076W103 13,588 653,255 SH   SOLE   653,255 0 0
TERADYNE INC COM COM 880770102 9,281 109,817 SH   SOLE   109,817 0 0
THERMON GROUP HLDGS INC COM COM 88362T103 16,393 1,125,152 SH   SOLE   1,125,152 0 0
TRINITY INDS INC COM COM 896522109 11,237 527,803 SH   SOLE   527,803 0 0
TRITON INTL LTD CL A CL A G9078F107 17,608 582,250 SH   SOLE   570,720 0 11,530
TUTOR PERINI CORP COM COM 901109108 77 6,290 SH   SOLE   6,290 0 0
US BANCORP DEL COM NEW COM NEW 902973304 16,952 460,400 SH   SOLE   450,910 0 9,490
UNION PAC CORP COM COM 907818108 3,565 21,089 SH   SOLE   21,089 0 0
VALERO ENERGY CORP COM COM 91913Y100 9,314 158,344 SH   SOLE   155,204 0 3,140
VERIZON COMMUNICATIONS INC COM COM 92343V104 18,569 336,827 SH   SOLE   330,077 0 6,750
WELLTOWER INC COM COM 95040Q104 7,202 139,173 SH   SOLE   54,273 0 84,900
WILLIAMS COS INC COM COM 969457100 1,274 66,959 SH   SOLE   66,959 0 0
XCEL ENERGY INC COM COM 98389B100 1,423 22,770 SH   SOLE   22,770 0 0
XYLEM INC COM COM 98419M100 2,359 36,317 SH   SOLE   36,317 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 1,202 5,596 SH   SOLE   5,596 0 0
ABBVIE INC COM COM 00287Y109 1,904 19,391 SH   SOLE   19,391 0 0
ADOBE INC COM COM 00724F101 1,255 2,882 SH   SOLE   2,882 0 0
AMERICAN EXPRESS CO COM COM 025816109 1,586 16,662 SH   SOLE   16,662 0 0
AMGEN INC COM COM 031162100 1,545 6,550 SH   SOLE   6,550 0 0
APPLE INC COM COM 037833100 41 113 SH   SOLE   113 0 0
BK OF AMERICA CORP COM COM 060505104 24 1,018 SH   SOLE   1,018 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 1,635 27,807 SH   SOLE   27,807 0 0
COCA COLA CO COM COM 191216100 1,154 25,830 SH   SOLE   25,830 0 0
CONOCOPHILLIPS COM COM 20825C104 860 20,473 SH   SOLE   20,473 0 0
ELECTRONIC ARTS INC COM COM 285512109 770 5,830 SH   SOLE   5,830 0 0
FREEPORT-MCMORAN INC CL B CL B 35671D857 40 3,448 SH   SOLE   3,448 0 0
GENERAL MTRS CO COM COM 37045V100 24 948 SH   SOLE   948 0 0
HP INC COM COM 40434L105 40 2,311 SH   SOLE   2,311 0 0
HOME DEPOT INC COM COM 437076102 2,806 11,200 SH   SOLE   11,200 0 0
INTEL CORP COM COM 458140100 1,676 28,016 SH   SOLE   28,016 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 1,104 9,140 SH   SOLE   9,140 0 0
KELLOGG CO COM COM 487836108 24 370 SH   SOLE   370 0 0
LOWES COS INC COM COM 548661107 1,058 7,831 SH   SOLE   7,831 0 0
MCDONALDS CORP COM COM 580135101 1,403 7,606 SH   SOLE   7,606 0 0
CUMMINS INC COM COM 231021106 19 112 SH   SOLE   112 0 0
PROCTER AND GAMBLE CO COM COM 742718109 1,833 15,329 SH   SOLE   15,329 0 0
QUALCOMM INC COM COM 747525103 38 420 SH   SOLE   420 0 0
SALESFORCE COM INC COM COM 79466L302 1,217 6,494 SH   SOLE   6,494 0 0
TEXAS INSTRS INC COM COM 882508104 1,018 8,020 SH   SOLE   8,020 0 0
VISA INC COM CL A CL A 92826C839 2,005 10,379 SH   SOLE   10,379 0 0
VMWARE INC CL A COM COM 928563402 33 210 SH   SOLE   210 0 0
DISNEY WALT CO COM DISNEY COM DISNEY 254687106 881 7,901 SH   SOLE   7,901 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 918 26,885 SH   SOLE   26,885 0 0
BANK NOVA SCOTIA B C COM COM 064149107 2,254 29,467 SH   SOLE   29,467 0 0
EXELON CORP COM COM 30161N101 16 445 SH   SOLE   445 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 36 1,612 SH   SOLE   1,612 0 0
BCE INC COM NEW COM NEW 05534B760 51 667 SH   SOLE   667 0 0
NOVO-NORDISK A S ADR ADR 670100205 39 601 SH   SOLE   601 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 1,267 13,837 SH   SOLE   13,837 0 0
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 39 4,039 SH   SOLE   4,039 0 0
LINDE PLC SHS SHS G5494J103 1,177 5,549 SH   SOLE   5,549 0 0
CIGNA CORP NEW COM COM 125523100 894 4,766 SH   SOLE   4,766 0 0
NEWMONT CORP COM COM 651639106 1,000 16,198 SH   SOLE   16,198 0 0
DUPONT DE NEMOURS INC COM COM 26614N102 19 363 SH   SOLE   363 0 0
TRANE TECHNOLOGIES PLC SHS SHS G8994E103 19 217 SH   SOLE   217 0 0
TELUS CORPORATION COM COM 87971M103 52 1,673 SH   SOLE   1,673 0 0
IHS MARKIT LTD SHS SHS G47567105 1,002 13,273 SH   SOLE   13,273 0 0