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 73,134 1,575,158 SH   SOLE   1,304,741 0 270,417
AERCAP HOLDINGS NV SHS SHS N00985106 266 5,200 SH   SOLE   5,200 0 0
ALPHABET INC CAP STK CL A CL A 02079K305 17,700 7,249 SH   SOLE   7,249 0 0
AMERICAN EAGLE OUTFITTERS IN COM COM 02553E106 14,938 398,023 SH   SOLE   329,300 0 68,723
AMERICAN ELEC PWR CO INC COM COM 025537101 3,394 40,121 SH   SOLE   40,121 0 0
AMERICAN TOWER CORP NEW COM COM 03027X100 8,321 30,803 SH   SOLE   30,803 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 2,795 18,133 SH   SOLE   18,133 0 0
AMERICOLD RLTY TR COM COM 03064D108 21,689 573,000 SH   SOLE   267,200 0 305,800
APPLIED MATLS INC COM COM 038222105 11,555 81,138 SH   SOLE   81,138 0 0
ARGO GROUP INTL HLDGS LTD COM COM G0464B107 43,231 834,095 SH   SOLE   690,995 0 143,100
ATLAS CORP SHARES SHARES Y0436Q109 11,978 840,661 SH   SOLE   820,851 0 19,810
AVALONBAY CMNTYS INC COM COM 053484101 59,426 284,752 SH   SOLE   191,956 0 92,796
BED BATH & BEYOND INC COM COM 075896100 7,142 214,533 SH   SOLE   177,533 0 37,000
BLACKROCK INC COM COM 09247X101 10,860 12,413 SH   SOLE   12,413 0 0
BOOKING HOLDINGS INC COM COM 09857L108 6,974 3,251 SH   SOLE   3,251 0 0
BRUNSWICK CORP COM COM 117043109 64,613 648,594 SH   SOLE   536,722 0 111,872
CABOT CORP COM COM 127055101 25,266 443,808 SH   SOLE   367,258 0 76,550
CANADIAN IMP BK COMM COM COM 136069101 17,399 123,302 SH   SOLE   119,787 0 3,515
CANADIAN PAC RY LTD COM COM 13645T100 2,949 30,934 SH   SOLE   30,934 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 142 918 SH   SOLE   918 0 0
CARDINAL HEALTH INC COM COM 14149Y108 26,501 464,195 SH   SOLE   453,228 0 10,967
CHENIERE ENERGY INC COM NEW COM NEW 16411R208 2,606 30,040 SH   SOLE   30,040 0 0
CISCO SYS INC COM COM 17275R102 35,449 668,838 SH   SOLE   657,165 0 11,673
CITIGROUP INC COM NEW COM NEW 172967424 301 4,261 SH   SOLE   4,261 0 0
CMS ENERGY CORP COM COM 125896100 2,067 34,994 SH   SOLE   34,994 0 0
CORESITE RLTY CORP COM COM 21870Q105 22,155 164,600 SH   SOLE   136,400 0 28,200
CORPORATE OFFICE PPTYS TR SH BEN INT SH BEN INT 22002T108 18,877 674,400 SH   SOLE   287,200 0 387,200
COUSINS PPTYS INC COM NEW COM NEW 222795502 8,532 232,000 SH   SOLE   97,300 0 134,700
CUBESMART COM COM 229663109 26,054 562,460 SH   SOLE   253,575 0 308,885
DATADOG INC CL A COM COM 23804L103 1,576 15,134 SH   SOLE   15,134 0 0
DEERE & CO COM COM 244199105 11,322 32,103 SH   SOLE   32,103 0 0
DELEK US HLDGS INC NEW COM COM 24665A103 27,637 1,278,308 SH   SOLE   1,055,771 0 222,537
DIAMONDROCK HOSPITALITY CO COM COM 252784301 17,294 1,782,877 SH   SOLE   1,476,877 0 306,000
DIGITAL RLTY TR INC COM COM 253868103 13,509 89,782 SH   SOLE   36,240 0 53,542
DOMINION ENERGY INC COM COM 25746U109 1,591 21,621 SH   SOLE   21,621 0 0
DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 927 9,388 SH   SOLE   9,388 0 0
EDISON INTL COM COM 281020107 1,424 24,620 SH   SOLE   24,620 0 0
ENCOMPASS HEALTH CORP COM COM 29261A100 27,404 351,201 SH   SOLE   290,624 0 60,577
ENERSYS COM COM 29275Y102 46,974 480,650 SH   SOLE   398,075 0 82,575
ENTERGY CORP NEW COM COM 29364G103 1,247 12,510 SH   SOLE   12,510 0 0
EPR PPTYS COM SH BEN INT SH BEN INT 26884U109 5,879 111,600 SH   SOLE   48,400 0 63,200
EQUINIX INC COM COM 29444U700 28,007 34,895 SH   SOLE   17,003 0 17,892
EQUITY LIFESTYLE PPTYS INC COM COM 29472R108 9,318 125,400 SH   SOLE   52,000 0 73,400
LAUDER ESTEE COS INC CL A CL A 518439104 10,574 33,245 SH   SOLE   33,245 0 0
EVERSOURCE ENERGY COM COM 30040W108 1,314 16,375 SH   SOLE   16,375 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 12,936 78,963 SH   SOLE   33,063 0 45,900
FIRST SOLAR INC COM COM 336433107 44,004 486,177 SH   SOLE   402,116 0 84,061
GENTEX CORP COM COM 371901109 28,584 863,825 SH   SOLE   720,260 0 143,565
GILEAD SCIENCES INC COM COM 375558103 24,994 362,981 SH   SOLE   354,801 0 8,180
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 UNIT 99/99/9999 387437114 40,449 490,400 SH   SOLE   274,000 0 216,400
HEALTHCARE RLTY TR COM COM 421946104 19,313 639,518 SH   SOLE   533,397 0 106,121
HEALTHCARE TR AMER INC CL A NEW CL A NEW 42225P501 5,798 217,143 SH   SOLE   85,648 0 131,495
HIGHWOODS PPTYS INC COM COM 431284108 11,695 258,927 SH   SOLE   107,604 0 151,323
HOST HOTELS & RESORTS INC COM COM 44107P104 15,677 917,301 SH   SOLE   423,295 0 494,006
HUDSON PAC PPTYS INC COM COM 444097109 19,711 708,537 SH   SOLE   588,578 0 119,959
HUNTINGTON BANCSHARES INC COM COM 446150104 44,011 3,084,121 SH   SOLE   2,810,101 0 274,020
INVITATION HOMES INC COM COM 46187W107 29,557 792,612 SH   SOLE   331,312 0 461,300
IQVIA HLDGS INC COM COM 46266C105 7,863 32,446 SH   SOLE   32,446 0 0
JABIL INC COM COM 466313103 67,341 1,158,647 SH   SOLE   958,991 0 199,656
JPMORGAN CHASE & CO COM COM 46625H100 6,170 42,575 SH   SOLE   42,575 0 0
KRONOS WORLDWIDE INC COM COM 50105F105 39,098 2,730,305 SH   SOLE   2,247,436 0 482,869
LHC GROUP INC COM COM 50187A107 21,045 105,081 SH   SOLE   91,779 0 13,302
LUXFER HOLDINGS PLC SHS SHS G5698W116 42,310 1,901,543 SH   SOLE   1,573,520 0 328,023
LYONDELLBASELL INDUSTRIES N SHS - A - SHS - A - N53745100 24,730 240,404 SH   SOLE   234,970 0 5,434
MARSH & MCLENNAN COS INC COM COM 571748102 9,986 70,980 SH   SOLE   70,980 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 12,751 34,926 SH   SOLE   34,926 0 0
MEDTRONIC PLC SHS SHS G5960L103 9,117 75,444 SH   SOLE   75,444 0 0
MERCK & CO INC COM COM 58933Y105 27,224 350,059 SH   SOLE   342,987 0 7,072
MERIDIAN BIOSCIENCE INC COM COM 589584101 9,190 414,323 SH   SOLE   342,787 0 71,536
MICROSOFT CORP COM COM 594918104 21,250 79,919 SH   SOLE   79,919 0 0
MSC INDL DIRECT INC CL A CL A 553530106 24,596 274,108 SH   SOLE   267,769 0 6,339
NEXTERA ENERGY INC COM COM 65339F101 5,749 78,446 SH   SOLE   78,446 0 0
NIKE INC CL B CL B 654106103 9,628 62,326 SH   SOLE   62,326 0 0
OMNICOM GROUP INC COM COM 681919106 28,267 353,378 SH   SOLE   345,527 0 7,851
ORGANON & CO COMMON STOCK COMMON STOCK 68622V106 10 346 SH   SOLE   346 0 0
PEPSICO INC COM COM 713448108 29,854 201,489 SH   SOLE   197,334 0 4,155
PLDT INC SPONSORED ADR ADR 69344D408 11,348 431,822 SH   SOLE   419,645 0 12,177
PHYSICIANS RLTY TR COM COM 71943U104 17,226 932,600 SH   SOLE   391,100 0 541,500
PIEDMONT OFFICE REALTY TR IN COM CL A CL A 720190206 4 200 SH   SOLE   0 0 200
PPL CORP COM COM 69351T106 21,579 771,509 SH   SOLE   752,258 0 19,251
PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 22,470 355,573 SH   SOLE   347,097 0 8,476
PROLOGIS INC. COM COM 74340W103 17,569 146,981 SH   SOLE   60,974 0 86,007
PRUDENTIAL FINL INC COM COM 744320102 24,612 240,192 SH   SOLE   234,826 0 5,366
PTC INC COM COM 69370C100 4,976 35,224 SH   SOLE   35,224 0 0
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 23,076 386,267 SH   SOLE   376,882 0 9,385
PUBLIC STORAGE COM COM 74460D109 21,551 71,673 SH   SOLE   68,700 0 2,973
QUIDEL CORP COM COM 74838J101 11,531 90,000 SH   SOLE   74,700 0 15,300
REDWOOD TR INC COM COM 758075402 12,936 1,071,679 SH   SOLE   1,044,275 0 27,404
REGENCY CTRS CORP COM COM 758849103 11,546 180,200 SH   SOLE   76,000 0 104,200
RENAISSANCERE HLDGS LTD COM COM G7496G103 35,259 236,928 SH   SOLE   196,320 0 40,608
RETAIL PPTYS AMER INC CL A CL A 76131V202 10,545 920,999 SH   SOLE   380,093 0 540,906
REXFORD INDL RLTY INC COM COM 76169C100 23,235 408,000 SH   SOLE   171,200 0 236,800
ROYAL BK CDA COM COM 780087102 30,014 238,987 SH   SOLE   233,480 0 5,507
SABRA HEALTH CARE REIT INC COM COM 78573L106 11,193 615,000 SH   SOLE   257,000 0 358,000
SCHLUMBERGER LTD COM STK COM STK 806857108 161 5,025 SH   SOLE   5,025 0 0
SEMPRA ENERGY COM COM 816851109 3,929 29,656 SH   SOLE   29,656 0 0
SITE CTRS CORP COM COM 82981J109 20,716 1,375,600 SH   SOLE   578,300 0 797,300
SK TELECOM LTD SPONSORED ADR ADR 78440P108 24,379 776,142 SH   SOLE   758,407 0 17,735
SLEEP NUMBER CORP COM COM 83125X103 37,836 344,122 SH   SOLE   287,453 0 56,669
SOUTHERN CO COM COM 842587107 768 12,690 SH   SOLE   12,690 0 0
SPDR INDEX SHS FDS DJ INTL RL ETF ETF 78463X863 39,944 1,087,800 SH   SOLE   0 0 1,087,800
STAG INDL INC COM COM 85254J102 23,153 618,563 SH   SOLE   260,863 0 357,700
STRATEGIC ED INC COM COM 86272C103 43,232 568,396 SH   SOLE   473,152 0 95,244
SUN CMNTYS INC COM COM 866674104 16,162 94,300 SH   SOLE   38,700 0 55,600
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 17,564 1,414,200 SH   SOLE   1,164,100 0 250,100
SYSCO CORP COM COM 871829107 6,175 79,417 SH   SOLE   79,417 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 7,608 63,314 SH   SOLE   63,314 0 0
TC ENERGY CORP COM COM 87807B107 4,247 69,237 SH   SOLE   69,237 0 0
TERADATA CORP DEL COM COM 88076W103 54,181 1,084,274 SH   SOLE   898,519 0 185,755
TERRENO RLTY CORP COM COM 88146M101 2,091 32,416 SH   SOLE   0 0 32,416
THERMO FISHER SCIENTIFIC INC COM COM 883556102 8,143 16,141 SH   SOLE   16,141 0 0
THERMON GROUP HLDGS INC COM COM 88362T103 53,351 3,130,926 SH   SOLE   2,580,090 0 550,836
TRINITY INDS INC COM COM 896522109 27,689 1,029,730 SH   SOLE   850,402 0 179,328
TRIPADVISOR INC COM COM 896945201 14,016 347,789 SH   SOLE   287,782 0 60,007
TRITON INTL LTD CL A CL A G9078F107 24,598 469,940 SH   SOLE   459,058 0 10,882
TUTOR PERINI CORP COM COM 901109108 116 8,385 SH   SOLE   8,385 0 0
US BANCORP DEL COM NEW COM NEW 902973304 22,692 398,313 SH   SOLE   388,681 0 9,632
UNION PAC CORP COM COM 907818108 5,781 26,286 SH   SOLE   26,286 0 0
VALERO ENERGY CORP COM COM 91913Y100 11,055 141,592 SH   SOLE   138,078 0 3,514
VANGUARD INTL EQUITY INDEX F GLB EX US ETF ETF 922042676 100,250 1,717,800 SH   SOLE   0 0 1,717,800
VANGUARD INDEX FDS REAL ESTATE ETF ETF 922908553 157,214 1,544,500 SH   SOLE   0 0 1,544,500
VENTAS INC COM COM 92276F100 27,910 488,800 SH   SOLE   205,700 0 283,100
VERIZON COMMUNICATIONS INC COM COM 92343V104 25,897 462,191 SH   SOLE   452,265 0 9,926
WEST FRASER TIMBER CO LTD COM COM 952845105 72,738 817,372 SH   SOLE   676,388 0 140,984
WILLIAMS COS INC COM COM 969457100 2,290 86,245 SH   SOLE   86,245 0 0
WINTRUST FINL CORP COM COM 97650W108 31,352 414,550 SH   SOLE   343,071 0 71,479
WP CAREY INC COM COM 92936U109 24,732 331,943 SH   SOLE   144,343 0 187,600
XCEL ENERGY INC COM COM 98389B100 2,838 43,077 SH   SOLE   43,077 0 0
XYLEM INC COM COM 98419M100 4,053 33,784 SH   SOLE   33,784 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 2,313 7,846 SH   SOLE   7,846 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 2,637 4,502 SH   SOLE   4,502 0 0
ACTIVISION BLIZZARD INC COM COM 00507V109 1,945 20,383 SH   SOLE   20,383 0 0
AMGEN INC COM COM 031162100 1,464 6,007 SH   SOLE   6,007 0 0
BK OF AMERICA CORP COM COM 060505104 43 1,047 SH   SOLE   1,047 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 2,039 30,509 SH   SOLE   30,509 0 0
COCA COLA CO COM COM 191216100 3,808 74,425 SH   SOLE   74,425 0 0
EBAY INC. COM COM 278642103 1,616 23,014 SH   SOLE   23,014 0 0
GENERAL MTRS CO COM COM 37045V100 45 757 SH   SOLE   757 0 0
INTUIT COM COM 461202103 1,866 3,807 SH   SOLE   3,807 0 0
NVIDIA CORPORATION COM COM 67066G104 6,081 20,387 SH   SOLE   20,387 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100 43 215 SH   SOLE   215 0 0
HP INC COM COM 40434L105 67 2,228 SH   SOLE   2,228 0 0
HOME DEPOT INC COM COM 437076102 5,051 16,834 SH   SOLE   16,834 0 0
INTEL CORP COM COM 458140100 1,142 25,256 SH   SOLE   25,256 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 1,498 12,336 SH   SOLE   12,336 0 0
JOHNSON & JOHNSON COM COM 478160104 4,885 29,653 SH   SOLE   29,653 0 0
KELLOGG CO COM COM 487836108 47 727 SH   SOLE   727 0 0
LAM RESEARCH CORP COM COM 512807108 2,601 3,998 SH   SOLE   3,998 0 0
LILLY ELI & CO COM COM 532457108 86 376 SH   SOLE   376 0 0
LOWES COS INC COM COM 548661107 2,663 13,729 SH   SOLE   13,729 0 0
MCDONALDS CORP COM COM 580135101 5,473 24,640 SH   SOLE   24,640 0 0
CUMMINS INC COM COM 231021106 38 154 SH   SOLE   154 0 0
MORGAN STANLEY COM NEW COM NEW 617446448 3,862 42,118 SH   SOLE   42,118 0 0
MOODYS CORP COM COM 615369105 38 106 SH   SOLE   106 0 0
PROCTER AND GAMBLE CO COM COM 742718109 4,106 32,174 SH   SOLE   32,174 0 0
ROGERS COMMUNICATIONS INC CL B CL B 775109200 81 996 SH   SOLE   996 0 0
SALESFORCE COM INC COM COM 79466L302 2,145 8,781 SH   SOLE   8,781 0 0
TEXAS INSTRS INC COM COM 882508104 1,316 6,841 SH   SOLE   6,841 0 0
VISA INC COM CL A CL A 92826C839 4,888 21,805 SH   SOLE   21,805 0 0
DISNEY WALT CO COM COM 254687106 3,293 19,842 SH   SOLE   19,842 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 4,301 67,719 SH   SOLE   67,719 0 0
CONAGRA BRANDS INC COM COM 205887102 152 4,185 SH   SOLE   4,185 0 0
BANK NOVA SCOTIA B C COM COM 064149107 3,717 37,214 SH   SOLE   37,214 0 0
EXELON CORP COM COM 30161N101 26 579 SH   SOLE   579 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 56 1,639 SH   SOLE   1,639 0 0
BCE INC COM NEW COM NEW 05534B760 95 1,260 SH   SOLE   1,260 0 0
ENBRIDGE INC COM COM 29250N105 2,846 46,282 SH   SOLE   46,282 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 1,869 15,742 SH   SOLE   15,742 0 0
MERCADOLIBRE INC COM COM 58733R102 50 32 SH   SOLE   32 0 0
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 49 3,380 SH   SOLE   3,380 0 0
APTIV PLC SHS SHS G6095L109 87 553 SH   SOLE   553 0 0
DOVER CORP COM COM 260003108 1,563 10,379 SH   SOLE   10,379 0 0
LINDE PLC SHS SHS G5494J103 1,971 6,819 SH   SOLE   6,819 0 0
CIGNA CORP NEW COM COM 125523100 68 287 SH   SOLE   287 0 0
NEWMONT CORP COM COM 651639106 1,446 22,812 SH   SOLE   22,812 0 0
DUPONT DE NEMOURS INC COM COM 26614N102 1,948 30,287 SH   SOLE   30,287 0 0
TELUS CORPORATION COM COM 87971M103 158 4,591 SH   SOLE   4,591 0 0
APPLE INC COM COM 037833100 3,542 28,468 SH   SOLE   28,468 0 0
TESLA INC COM COM 88160R101 1,561 2,297 SH   SOLE   2,297 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100 79 2,442 SH   SOLE   2,442 0 0
ROPER TECHNOLOGIES INC COM COM 776696106 33 71 SH   SOLE   71 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS SHS G7997R103 41 462 SH   SOLE   462 0 0
CSX CORP COM COM 126408103 49 1,519 SH   SOLE   1,519 0 0
NOBLE CORP NEW SHS SHS G6610J209 1,630 13,596 SH   SOLE   13,596 0 0
OTIS WORLDWIDE CORP COM COM 68902V107 3,076 41,194 SH   SOLE   41,194 0 0
AMAZON COM INC COM COM 023135106 2,017 657 SH   SOLE   657 0 0
WALMART INC COM COM 931142103 1,703 14,102 SH   SOLE   14,102 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 2,047 5,825 SH   SOLE   5,825 0 0
ISHARES INC MSCI STH KOR ETF ETF 464286772 626 8,304 SH   SOLE   8,304 0 0
ISHARES TR MSCI EMG MKT ETF ETF 464287234 1,196 28,009 SH   SOLE   28,009 0 0
ISHARES TR MSCI INDONIA ETF ETF 46429B309 233 13,684 SH   SOLE   13,684 0 0
ISHARES TR MSCI INDIA ETF ETF 46429B598 723 19,295 SH   SOLE   19,295 0 0
ISHARES TR MSCI CHINA ETF ETF 46429B671 2,900 50,549 SH   SOLE   50,549 0 0
ISHARES INC MSCI TAIWAN ETF ETF 46434G772 1,033 19,575 SH   SOLE   19,575 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR ADR 204429104 4,496 257,756 SH   SOLE   257,756 0 0
TIDEWATER INC NEW COM COM 88642R109 426 44,671 SH   SOLE   44,671 0 0
PPG INDS INC COM COM 693506107 1,508 10,786 SH   SOLE   10,786 0 0
ELECTRONIC ARTS INC COM COM 285512109 1,818 15,133 SH   SOLE   15,133 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW DEL CL B NEW 084670702 2,828 11,901 SH   SOLE   11,901 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 2,763 1,193 SH   SOLE   1,193 0 0
ORACLE CORP COM COM 68389X105 2,101 28,266 SH   SOLE   28,266 0 0
AON PLC SHS CL A CL A G0403H108 2,113 9,616 SH   SOLE   9,616 0 0