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
ADOBE INC COM 00724F101 1,106,705 3,756 SH   SOLE   3,756 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,269,343 8,235 SH   SOLE   8,235 0 0
AFLAC INC COM 001055102 1,437,118 26,220 SH   SOLE   26,220 0 0
AG MTG INVT TR INC COM 001228105 583,928 36,725 SH   SOLE   36,725 0 0
AGNC INVT CORP COM 00123Q104 600,508 35,702 SH   SOLE   35,702 0 0
AIR PRODS & CHEMS INC COM 009158106 1,442,203 6,371 SH   SOLE   6,371 0 0
ALEXANDERS INC COM 014752109 1,084,609 2,929 SH   SOLE   2,929 0 0
ALLERGAN PLC SHS G0177J108 3,410,382 20,369 SH   SOLE   20,369 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,141,079 8,143 SH   SOLE   8,143 0 0
ALLIANT ENERGY CORP COM 018802108 594,457 12,112 SH   SOLE   12,112 0 0
ALLSTATE CORP COM 020002101 1,456,811 14,326 SH   SOLE   14,326 0 0
ALPHABET INC CAP STK CL A 02079K305 1,449,869 1,339 SH   SOLE   1,339 0 0
AMDOCS LTD SHS G02602103 1,658,734 26,715 SH   SOLE   26,715 0 0
AMEREN CORP COM 023608102 588,938 7,841 SH   SOLE   7,841 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 1,443,085 14,083 SH   SOLE   14,083 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 587,986 24,187 SH   SOLE   24,187 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 575,940 4,965 SH   SOLE   4,965 0 0
ANNALY CAP MGMT INC COM 035710409 570,835 62,523 SH   SOLE   62,523 0 0
AON PLC SHS CL A G0408V102 1,450,438 7,516 SH   SOLE   7,516 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 583,397 11,640 SH   SOLE   11,640 0 0
APOGEE ENTERPRISES INC COM 037598109 1,374,528 31,642 SH   SOLE   31,642 0 0
APOLLO INVT CORP COM NEW 03761U502 1,366,479 86,486 SH   SOLE   86,486 0 0
APTARGROUP INC COM 038336103 1,459,379 11,737 SH   SOLE   11,737 0 0
ARCONIC INC COM 03965L100 1,030,812 39,923 SH   SOLE   39,923 0 0
ARES CAP CORP COM 04010L103 1,433,711 79,917 SH   SOLE   79,917 0 0
ARMOUR RESIDENTIAL REIT INC COM NEW 042315507 611,336 32,797 SH   SOLE   32,797 0 0
ATMOS ENERGY CORP COM 049560105 589,236 5,582 SH   SOLE   5,582 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,911,049 11,559 SH   SOLE   11,559 0 0
AVALONBAY CMNTYS INC COM 053484101 563,215 2,772 SH   SOLE   2,772 0 0
AVANGRID INC COM 05351W103 568,630 11,260 SH   SOLE   11,260 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,587,193 35,950 SH   SOLE   35,950 0 0
BARINGS BDC INC COM 06759L103 614,646 62,464 SH   SOLE   62,464 0 0
BAXTER INTL INC COM 071813109 1,909,826 23,319 SH   SOLE   23,319 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,591,750 5 SH   SOLE   5 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,612,409 30,660 SH   SOLE   30,660 0 0
BLACKROCK TCP CAP CORP COM 09259E108 822,182 57,697 SH   SOLE   57,697 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 576,538 16,204 SH   SOLE   16,204 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,771,516 11,742 SH   SOLE   11,742 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,425,182 29,828 SH   SOLE   29,828 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 1,432,822 33,368 SH   SOLE   33,368 0 0
BROWN & BROWN INC COM 115236101 1,453,699 43,394 SH   SOLE   43,394 0 0
CAESARS ENTMT CORP COM 127686103 3,398,132 287,490 SH   SOLE   287,490 0 0
CAMDEN PPTY TR SH BEN INT 133131102 602,957 5,776 SH   SOLE   5,776 0 0
CAMPBELL SOUP CO COM 134429109 1,075,078 26,830 SH   SOLE   26,830 0 0
CAPITOL FED FINL INC COM 14057J101 1,260,616 91,548 SH   SOLE   91,548 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 1,395,160 167,085 SH   SOLE   167,085 0 0
CARS COM INC COM 14575E105 960,837 48,724 SH   SOLE   48,724 0 0
CBRE GROUP INC CL A 12504L109 1,536,692 29,955 SH   SOLE   29,955 0 0
CENTENE CORP DEL COM 15135B101 1,043,346 19,896 SH   SOLE   19,896 0 0
CENTERPOINT ENERGY INC COM 15189T107 582,048 20,330 SH   SOLE   20,330 0 0
CERNER CORP COM 156782104 1,426,491 19,461 SH   SOLE   19,461 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,469,758 21,472 SH   SOLE   21,472 0 0
CHESAPEAKE LODGING TR SH BEN INT 165240102 3,266,822 114,948 SH   SOLE   114,948 0 0
CHIMERA INVT CORP COM NEW 16934Q208 597,028 31,639 SH   SOLE   31,639 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,240,766 1,693 SH   SOLE   1,693 0 0
CHUBB LIMITED COM H1467J104 1,420,317 9,643 SH   SOLE   9,643 0 0
CITIGROUP INC COM NEW 172967424 1,686,392 24,081 SH   SOLE   24,081 0 0
CITRIX SYS INC COM 177376100 3,555,318 36,227 SH   SOLE   36,227 0 0
CMS ENERGY CORP COM 125896100 596,936 10,308 SH   SOLE   10,308 0 0
COCA COLA CO COM 191216100 577,280 11,337 SH   SOLE   11,337 0 0
COLGATE PALMOLIVE CO COM 194162103 589,916 8,231 SH   SOLE   8,231 0 0
COLUMBIA FINL INC COM 197641103 666,393 44,132 SH   SOLE   44,132 0 0
CONAGRA BRANDS INC COM 205887102 900,301 33,948 SH   SOLE   33,948 0 0
CONSOLIDATED EDISON INC COM 209115104 586,053 6,684 SH   SOLE   6,684 0 0
CVR ENERGY INC COM 12662P108 1,154,019 23,085 SH   SOLE   23,085 0 0
DANAHER CORPORATION COM 235851102 1,911,555 13,375 SH   SOLE   13,375 0 0
DEVON ENERGY CORP NEW COM 25179M103 944,297 33,110 SH   SOLE   33,110 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,106,372 10,153 SH   SOLE   10,153 0 0
DOLLAR TREE INC COM 256746108 1,349,463 12,566 SH   SOLE   12,566 0 0
DOMINION ENERGY INC COM 25746U109 617,014 7,980 SH   SOLE   7,980 0 0
DOUGLAS EMMETT INC COM 25960P109 539,274 13,536 SH   SOLE   13,536 0 0
DTE ENERGY CO COM 233331107 582,749 4,557 SH   SOLE   4,557 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 550,000 6,233 SH   SOLE   6,233 0 0
DUPONT DE NEMOURS INC COM 26614N102 842,511 11,223 SH   SOLE   11,223 0 0
DXC TECHNOLOGY CO COM 23355L106 1,127,156 20,438 SH   SOLE   20,438 0 0
EAGLE MATERIALS INC COM 26969P108 1,085,610 11,711 SH   SOLE   11,711 0 0
EBAY INC COM 278642103 1,417,932 35,897 SH   SOLE   35,897 0 0
ECOLAB INC COM 278865100 1,640,726 8,310 SH   SOLE   8,310 0 0
ELLINGTON FINANCIAL INC COM 28852N109 916,686 51,012 SH   SOLE   51,012 0 0
ENTERGY CORP NEW COM 29364G103 610,066 5,927 SH   SOLE   5,927 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 592,514 18,220 SH   SOLE   18,220 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 581,947 4,796 SH   SOLE   4,796 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 557,481 7,343 SH   SOLE   7,343 0 0
EVERGY INC COM 30034W106 579,245 9,630 SH   SOLE   9,630 0 0
EVERSOURCE ENERGY COM 30040W108 574,488 7,583 SH   SOLE   7,583 0 0
EXELON CORP COM 30161N101 542,297 11,312 SH   SOLE   11,312 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,423,947 11,607 SH   SOLE   11,607 0 0
FIRSTENERGY CORP COM 337932107 1,954,448 45,654 SH   SOLE   45,654 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,329,187 23,266 SH   SOLE   23,266 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,420,272 16,215 SH   SOLE   16,215 0 0
GENERAL ELECTRIC CO COM 369604103 985,383 93,846 SH   SOLE   93,846 0 0
GENESEE & WYO INC CL A 371559105 1,357,100 13,571 SH   SOLE   13,571 0 0
GENPACT LIMITED SHS G3922B107 1,723,611 45,251 SH   SOLE   45,251 0 0
GOLUB CAP BDC INC COM 38173M102 1,040,481 58,454 SH   SOLE   58,454 0 0
GRANITE PT MTG TR INC COM 38741L107 1,445,487 75,325 SH   SOLE   75,325 0 0
HAIN CELESTIAL GROUP INC COM 405217100 939,335 42,892 SH   SOLE   42,892 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 599,161 13,758 SH   SOLE   13,758 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,643,384 40,799 SH   SOLE   40,799 0 0
HENRY JACK & ASSOC INC COM 426281101 1,622,575 12,116 SH   SOLE   12,116 0 0
HERCULES CAPITAL INC COM 427096508 1,538,682 120,022 SH   SOLE   120,022 0 0
HERSHEY CO COM 427866108 1,472,856 10,989 SH   SOLE   10,989 0 0
HESS CORP COM 42809H107 1,118,387 17,593 SH   SOLE   17,593 0 0
HFF INC CL A 40418F108 2,173,171 47,783 SH   SOLE   47,783 0 0
HIGHWOODS PPTYS INC COM 431284108 585,304 14,172 SH   SOLE   14,172 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,680,737 17,196 SH   SOLE   17,196 0 0
HONEYWELL INTL INC COM 438516106 1,707,316 9,779 SH   SOLE   9,779 0 0
IAC INTERACTIVECORP COM 44919P508 1,062,199 4,883 SH   SOLE   4,883 0 0
IDACORP INC COM 451107106 574,761 5,723 SH   SOLE   5,723 0 0
INVESCO MORTGAGE CAPITAL INC COM 46131B100 641,254 39,780 SH   SOLE   39,780 0 0
INVESTORS BANCORP INC NEW COM 46146L101 1,477,854 132,543 SH   SOLE   132,543 0 0
ISHARES TR CORE US AGGBD ET 464287226 2,496,022 22,416 SH   SOLE   22,416 0 0
ISHARES TR JPMORGAN USD EMG 464288281 1,664,268 14,690 SH   SOLE   14,690 0 0
ISHARES TR IBOXX HI YD ETF 464288513 42,930,360 492,433 SH   SOLE   492,433 0 0
JACK IN THE BOX INC COM 466367109 1,388,025 17,054 SH   SOLE   17,054 0 0
JOHNSON & JOHNSON COM 478160104 1,437,927 10,324 SH   SOLE   10,324 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 1,386,791 69,618 SH   SOLE   69,618 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 3,422,530 84,071 SH   SOLE   84,071 0 0
LIBERTY PPTY TR SH BEN INT 531172104 603,182 12,054 SH   SOLE   12,054 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 637,735 52,060 SH   SOLE   52,060 0 0
LOEWS CORP COM 540424108 1,436,618 26,278 SH   SOLE   26,278 0 0
LORAL SPACE & COMMUNICATNS I COM 543881106 577,180 16,725 SH   SOLE   16,725 0 0
LOWES COS INC COM 548661107 1,470,662 14,574 SH   SOLE   14,574 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 1,300,601 4,646 SH   SOLE   4,646 0 0
MAGELLAN HEALTH INC COM NEW 559079207 999,655 13,467 SH   SOLE   13,467 0 0
MAIN STREET CAPITAL CORP COM 56035L104 1,436,280 34,929 SH   SOLE   34,929 0 0
MARKEL CORP COM 570535104 1,446,989 1,328 SH   SOLE   1,328 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,421,936 14,255 SH   SOLE   14,255 0 0
MCDONALDS CORP COM 580135101 1,443,029 6,949 SH   SOLE   6,949 0 0
MFA FINL INC COM 55272X102 604,599 84,206 SH   SOLE   84,206 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,199,254 41,976 SH   SOLE   41,976 0 0
MICROSOFT CORP COM 594918104 1,563,849 11,674 SH   SOLE   11,674 0 0
MID AMER APT CMNTYS INC COM 59522J103 595,277 5,055 SH   SOLE   5,055 0 0
MONDELEZ INTL INC CL A 609207105 3,389,070 62,877 SH   SOLE   62,877 0 0
NASDAQ INC COM 631103108 1,422,835 14,795 SH   SOLE   14,795 0 0
NATIONAL HEALTH INVS INC COM 63633D104 591,467 7,580 SH   SOLE   7,580 0 0
NEW MTN FIN CORP COM 647551100 1,206,156 86,339 SH   SOLE   86,339 0 0
NEW YORK MTG TR INC COM PAR $.02 649604501 643,975 103,867 SH   SOLE   103,867 0 0
NEXTERA ENERGY INC COM 65339F101 608,844 2,972 SH   SOLE   2,972 0 0
NORTHWESTERN CORP COM NEW 668074305 580,086 8,040 SH   SOLE   8,040 0 0
OGE ENERGY CORP COM 670837103 585,370 13,754 SH   SOLE   13,754 0 0
ON SEMICONDUCTOR CORP COM 682189105 981,539 48,567 SH   SOLE   48,567 0 0
ONE GAS INC COM 68235P108 581,984 6,445 SH   SOLE   6,445 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 1,619,812 104,504 SH   SOLE   104,504 0 0
OPEN TEXT CORP COM 683715106 1,983,080 48,133 SH   SOLE   48,133 0 0
ORITANI FINL CORP DEL COM 68633D103 954,057 53,780 SH   SOLE   53,780 0 0
PAYPAL HLDGS INC COM 70450Y103 1,297,519 11,336 SH   SOLE   11,336 0 0
PEABODY ENERGY CORP NEW COM 704551100 888,326 36,860 SH   SOLE   36,860 0 0
PENNANTPARK FLOATING RATE CA COM 70806A106 598,554 51,778 SH   SOLE   51,778 0 0
PENNYMAC MTG INVT TR COM 70931T103 624,600 28,612 SH   SOLE   28,612 0 0
PEPSICO INC COM 713448108 602,411 4,594 SH   SOLE   4,594 0 0
PFIZER INC COM 717081103 1,658,593 38,287 SH   SOLE   38,287 0 0
PINNACLE WEST CAP CORP COM 723484101 560,400 5,956 SH   SOLE   5,956 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 592,349 10,935 SH   SOLE   10,935 0 0
PPG INDS INC COM 693506107 1,721,006 14,746 SH   SOLE   14,746 0 0
PROCTER AND GAMBLE CO COM 742718109 2,693,333 24,563 SH   SOLE   24,563 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 554,496 9,427 SH   SOLE   9,427 0 0
READY CAP CORP COM 75574U101 964,909 64,759 SH   SOLE   64,759 0 0
RENT A CTR INC NEW COM 76009N100 1,025,867 38,523 SH   SOLE   38,523 0 0
REPUBLIC SVCS INC COM 760759100 1,430,426 16,510 SH   SOLE   16,510 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 1,411,009 51,068 SH   SOLE   51,068 0 0
SEMPRA ENERGY COM 816851109 2,051,979 14,930 SH   SOLE   14,930 0 0
SLM CORP COM 78442P106 1,389,911 142,995 SH   SOLE   142,995 0 0
SOLAR CAP LTD COM 83413U100 513,537 25,014 SH   SOLE   25,014 0 0
SONOCO PRODS CO COM 835495102 1,445,321 22,120 SH   SOLE   22,120 0 0
SOUTHERN CO COM 842587107 598,627 10,829 SH   SOLE   10,829 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 17,937,370 61,219 SH   SOLE   61,219 0 0
SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 1,523,795 52,690 SH   SOLE   52,690 0 0
STARBUCKS CORP COM 855244109 1,805,614 21,539 SH   SOLE   21,539 0 0
STARWOOD PPTY TR INC COM 85571B105 595,241 26,199 SH   SOLE   26,199 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 962,127 39,610 SH   SOLE   39,610 0 0
SUN CMNTYS INC COM 866674104 586,341 4,574 SH   SOLE   4,574 0 0
SYMANTEC CORP COM 871503108 988,492 45,427 SH   SOLE   45,427 0 0
SYSCO CORP COM 871829107 3,291,026 46,536 SH   SOLE   46,536 0 0
T MOBILE US INC COM 872590104 1,644,203 22,177 SH   SOLE   22,177 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,802,418 16,880 SH   SOLE   16,880 0 0
TCG BDC INC COM 872280102 1,437,681 94,336 SH   SOLE   94,336 0 0
TEREX CORP NEW COM 880779103 1,084,807 34,548 SH   SOLE   34,548 0 0
TFS FINL CORP COM 87240R107 1,010,149 55,902 SH   SOLE   55,902 0 0
TIFFANY & CO NEW COM 886547108 1,052,701 11,242 SH   SOLE   11,242 0 0
TORCHMARK CORP COM 891027104 1,670,129 18,669 SH   SOLE   18,669 0 0
TOTAL SYS SVCS INC COM 891906109 3,395,563 26,472 SH   SOLE   26,472 0 0
TPG RE FIN TR INC COM 87266M107 1,417,159 73,466 SH   SOLE   73,466 0 0
TPG SPECIALTY LENDING INC COM 87265K102 1,397,029 71,277 SH   SOLE   71,277 0 0
TRINITY INDS INC COM 896522109 1,009,882 48,669 SH   SOLE   48,669 0 0
TWO HBRS INVT CORP COM NEW 90187B408 588,813 46,473 SH   SOLE   46,473 0 0
UDR INC COM 902653104 554,840 12,360 SH   SOLE   12,360 0 0
UGI CORP NEW COM 902681105 611,651 11,452 SH   SOLE   11,452 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,744,159 13,396 SH   SOLE   13,396 0 0
UNIVAR INC COM 91336L107 1,006,633 45,673 SH   SOLE   45,673 0 0
US BANCORP DEL COM NEW 902973304 1,645,046 31,394 SH   SOLE   31,394 0 0
US FOODS HLDG CORP COM 912008109 1,378,798 38,557 SH   SOLE   38,557 0 0
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1,476,564 25,769 SH   SOLE   25,769 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 2,084,820 12,472 SH   SOLE   12,472 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,142,084 14,272 SH   SOLE   14,272 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 2,108,922 19,013 SH   SOLE   19,013 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 1,029,064 15,573 SH   SOLE   15,573 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,045,241 19,039 SH   SOLE   19,039 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1,049,653 9,972 SH   SOLE   9,972 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2,554,373 28,429 SH   SOLE   28,429 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1,049,090 25,152 SH   SOLE   25,152 0 0
VERISK ANALYTICS INC COM 92345Y106 1,443,803 9,858 SH   SOLE   9,858 0 0
VERRA MOBILITY CORP COM 92511U102 1,375,955 105,115 SH   SOLE   105,115 0 0
W P CAREY INC COM 92936U109 580,762 7,154 SH   SOLE   7,154 0 0
WEC ENERGY GROUP INC COM 92939U106 607,517 7,287 SH   SOLE   7,287 0 0
WENDYS CO COM 95058W100 1,884,458 96,244 SH   SOLE   96,244 0 0
WESCO INTL INC COM 95082P105 1,451,426 28,656 SH   SOLE   28,656 0 0
WESTERN ASSET MTG CAP CORP COM 95790D105 670,357 67,170 SH   SOLE   67,170 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 1,484,181 1,453 SH   SOLE   1,453 0 0
XCEL ENERGY INC COM 98389B100 602,574 10,129 SH   SOLE   10,129 0 0
YUM BRANDS INC COM 988498101 1,440,370 13,015 SH   SOLE   13,015 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 1,712,882 14,548 SH   SOLE   14,548 0 0