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
ALLEGION PUB LTD CO ORD SHS SHS G0176J109 6,922 81,153 SH   SOLE 0 81,153 0 0
AMDOCS LTD SHS SHS G02602103 40,679 609,700 SH   SOLE 0 609,700 0 0
AON PLC SHS CL A SHS G0408V102 60,816 433,379 SH   SOLE 0 433,379 0 0
ACCENTURE PLC IRELAND SHS CLASS A CLASS A G1151C101 115,923 755,200 SH   SOLE 0 755,200 0 0
COCA COLA EUROPEAN PARTNERS SHS SHS G25839104 28,910 693,948 SH   SOLE 0 693,948 0 0
EATON CORP PLC SHS SHS G29183103 37,630 470,900 SH   SOLE 0 470,900 0 0
EVEREST RE GROUP LTD COM COM G3223R108 38,574 150,200 SH   SOLE 0 150,200 0 0
INGERSOLL-RAND PLC SHS SHS G47791101 27,329 319,600 SH   SOLE 0 319,600 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 42,477 1,205,359 SH   SOLE 0 1,205,359 0 0
MEDTRONIC PLC SHS SHS G5960L103 45,746 570,262 SH   SOLE 0 570,262 0 0
APTIV PLC SHS SHS G6095L109 28,371 333,900 SH   SOLE 0 333,900 0 0
RENAISSANCERE HOLDINGS LTD COM COM G7496G103 7,937 57,300 SH   SOLE 0 57,300 0 0
WILLIS TOWERS WATSON PUB LTD SHS SHS G96629103 25,264 166,000 SH   SOLE 0 166,000 0 0
CHUBB LIMITED COM COM H1467J104 96,621 706,448 SH   SOLE 0 706,448 0 0
GARMIN LTD SHS SHS H2906T109 34,280 581,700 SH   SOLE 0 581,700 0 0
TE CONNECTIVITY LTD REG SHS SHS H84989104 41,968 420,100 SH   SOLE 0 420,100 0 0
ADECOAGRO S A COM COM L00849106 33,840 4,500,000 SH   SOLE 0 4,500,000 0 0
CHECK POINT SOFTWARE TECH LT ORD ORD M22465104 25,133 253,000 SH   SOLE 0 253,000 0 0
AERCAP HOLDINGS NV SHS SHS N00985106 18,538 365,500 SH   SOLE 0 365,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - SHS N53745100 77,316 731,604 SH   SOLE 0 731,604 0 0
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 25,432 216,000 SH   SOLE 0 216,000 0 0
AFLAC INC COM COM 001055102 76,326 1,744,201 SH   SOLE 0 1,744,201 0 0
AES CORP COM COM 00130H105 1,973 173,500 SH   SOLE 0 173,500 0 0
AT T INC COM COM 00206R102 155,548 4,363,208 SH   SOLE 0 4,363,208 0 0
ABBOTT LABS COM COM 002824100 46,063 768,745 SH   SOLE 0 768,745 0 0
AGREE REALTY CORP COM COM 008492100 12,010 250,000 SH   SOLE 0 250,000 0 0
AIR PRODS CHEMS INC COM COM 009158106 35,623 224,000 SH   SOLE 0 224,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 310,726 2,488,000 SH   SOLE 0 2,488,000 0 0
ALLSTATE CORP COM COM 020002101 80,637 850,600 SH   SOLE 0 850,600 0 0
ALLY FINL INC COM COM 02005N100 18,215 670,900 SH   SOLE 0 670,900 0 0
AMEREN CORP COM COM 023608102 43,050 760,200 SH   SOLE 0 760,200 0 0
AMERICAN ELEC PWR INC COM COM 025537101 4,445 64,802 SH   SOLE 0 64,802 0 0
AMERICAN EXPRESS CO COM COM 025816109 58,972 632,200 SH   SOLE 0 632,200 0 0
AMERICAN INTL GROUP INC COM NEW COM 026874784 82,936 1,524,002 SH   SOLE 0 1,524,002 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 50,163 610,776 SH   SOLE 0 610,776 0 0
AMGEN INC COM COM 031162100 107,606 631,193 SH   SOLE 0 631,193 0 0
ANNALY CAP MGMT INC COM COM 035710409 44,766 4,292,000 SH   SOLE 0 4,292,000 0 0
ANTHEM INC COM COM 036752103 99,173 451,400 SH   SOLE 0 451,400 0 0
APPLE INC COM COM 037833100 386,766 2,305,200 SH   SOLE 0 2,305,200 0 0
APPLE HOSPITALITY REIT INC COM NEW COM 03784Y200 68,435 3,895,000 SH   SOLE 0 3,895,000 0 0
APPLIED MATLS INC COM COM 038222105 39,731 714,454 SH   SOLE 0 714,454 0 0
ARCHER DANIELS MIDLAND CO COM COM 039483102 22,388 516,200 SH   SOLE 0 516,200 0 0
ARROW ELECTRS INC COM COM 042735100 14,803 192,200 SH   SOLE 0 192,200 0 0
ASSURANT INC COM COM 04621X108 25,619 280,263 SH   SOLE 0 280,263 0 0
AUTOLIV INC COM COM 052800109 9,465 64,853 SH   SOLE 0 64,853 0 0
AVALONBAY CMNTYS INC COM COM 053484101 352,767 2,145,000 SH   SOLE 0 2,145,000 0 0
AVANGRID INC COM COM 05351W103 1,350 26,400 SH   SOLE 0 26,400 0 0
AVERY DENNISON CORP COM COM 053611109 29,729 279,800 SH   SOLE 0 279,800 0 0
BB T CORP COM COM 054937107 40,924 786,400 SH   SOLE 0 786,400 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 48,490 941,000 SH   SOLE 0 941,000 0 0
BEMIS INC COM COM 081437105 11,128 255,700 SH   SOLE 0 255,700 0 0
W R BERKLEY CORPORATION COM COM 084423102 2,334 32,102 SH   SOLE 0 32,102 0 0
BLACKROCK INC COM COM 09247X101 26,220 48,402 SH   SOLE 0 48,402 0 0
BORGWARNER INC COM COM 099724106 17,480 348,000 SH   SOLE 0 348,000 0 0
BOSTON PROPERTIES INC COM COM 101121101 391,100 3,174,000 SH   SOLE 0 3,174,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW COM 105368203 53,055 3,341,000 SH   SOLE 0 3,341,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 23,485 214,100 SH   SOLE 0 214,100 0 0
BROWN BROWN INC COM COM 115236101 2,441 95,946 SH   SOLE 0 95,946 0 0
CBS CORP NEW CL B CLASS B 124857202 22,910 445,800 SH   SOLE 0 445,800 0 0
CDW CORP COM COM 12514G108 15,489 220,300 SH   SOLE 0 220,300 0 0
CIGNA CORPORATION COM COM 125509109 46,548 277,500 SH   SOLE 0 277,500 0 0
CIT GROUP INC COM NEW COM 125581801 16,506 320,500 SH   SOLE 0 320,500 0 0
CMS ENERGY CORP COM COM 125896100 7,890 174,200 SH   SOLE 0 174,200 0 0
CNA FINL CORP COM COM 126117100 554 11,227 SH   SOLE 0 11,227 0 0
CVS HEALTH CORP COM COM 126650100 100,133 1,609,600 SH   SOLE 0 1,609,600 0 0
CA INC COM COM 12673P105 19,767 583,100 SH   SOLE 0 583,100 0 0
CAMDEN PPTY TR SH BEN INT INT 133131102 74,037 879,511 SH   SOLE 0 879,511 0 0
CAMPBELL SOUP CO COM COM 134429109 31,208 720,584 SH   SOLE 0 720,584 0 0
CARNIVAL CORP UNIT 99/99/9999 COM 143658300 51,095 779,122 SH   SOLE 0 779,122 0 0
CELANESE CORP DEL COM SER A COM 150870103 20,483 204,400 SH   SOLE 0 204,400 0 0
CELGENE CORP COM COM 151020104 34,050 381,679 SH   SOLE 0 381,679 0 0
CENTERPOINT ENERGY INC COM COM 15189T107 39,338 1,435,700 SH   SOLE 0 1,435,700 0 0
CHURCH DWIGHT INC COM COM 171340102 37,966 753,900 SH   SOLE 0 753,900 0 0
CINCINNATI FINL CORP COM COM 172062101 39,943 537,883 SH   SOLE 0 537,883 0 0
CISCO SYS INC COM COM 17275R102 211,053 4,920,800 SH   SOLE 0 4,920,800 0 0
CITIGROUP INC COM NEW COM 172967424 87,561 1,297,200 SH   SOLE 0 1,297,200 0 0
CITRIX SYS INC COM COM 177376100 25,808 278,100 SH   SOLE 0 278,100 0 0
CLOROX CO DEL COM COM 189054109 9,038 67,900 SH   SOLE 0 67,900 0 0
COCA COLA CO COM COM 191216100 77,787 1,791,100 SH   SOLE 0 1,791,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CLASS A 192446102 38,471 477,900 SH   SOLE 0 477,900 0 0
COLGATE PALMOLIVE CO COM COM 194162103 30,600 426,900 SH   SOLE 0 426,900 0 0
COMCAST CORP NEW CL A CLASS A 20030N101 162,646 4,759,900 SH   SOLE 0 4,759,900 0 0
CONAGRA BRANDS INC COM COM 205887102 49,873 1,352,300 SH   SOLE 0 1,352,300 0 0
CONSOLIDATED EDISON INC COM COM 209115104 40,038 513,700 SH   SOLE 0 513,700 0 0
CONSTELLATION BRANDS INC CL A CLASS A 21036P108 15,316 67,200 SH   SOLE 0 67,200 0 0
CORNING INC COM COM 219350105 29,846 1,070,500 SH   SOLE 0 1,070,500 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 92,519 491,000 SH   SOLE 0 491,000 0 0
CUBESMART COM COM 229663109 49,068 1,740,000 SH   SOLE 0 1,740,000 0 0
CUMMINS INC COM COM 231021106 31,851 196,500 SH   SOLE 0 196,500 0 0
DCT INDUSTRIAL TRUST INC COM NEW COM 233153204 85,355 1,515,000 SH   SOLE 0 1,515,000 0 0
D R HORTON INC COM COM 23331A109 18,965 432,600 SH   SOLE 0 432,600 0 0
DANAHER CORP DEL COM COM 235851102 44,060 450,000 SH   SOLE 0 450,000 0 0
DARDEN RESTAURANTS INC COM COM 237194105 32,045 375,900 SH   SOLE 0 375,900 0 0
DAVITA INC COM COM 23918K108 5,780 87,654 SH   SOLE 0 87,654 0 0
DELTA AIR LINES INC DEL COM NEW COM 247361702 15,791 288,100 SH   SOLE 0 288,100 0 0
DIAMONDROCK HOSPITALITY CO COM COM 252784301 18,896 1,810,000 SH   SOLE 0 1,810,000 0 0
DIGITAL RLTY TR INC COM COM 253868103 335,214 3,181,000 SH   SOLE 0 3,181,000 0 0
DISNEY WALT CO COM DISNEY COM 254687106 161,586 1,608,777 SH   SOLE 0 1,608,777 0 0
DISCOVER FINL SVCS COM COM 254709108 28,074 390,300 SH   SOLE 0 390,300 0 0
DOLLAR GEN CORP NEW COM COM 256677105 59,189 632,700 SH   SOLE 0 632,700 0 0
DOLLAR TREE INC COM COM 256746108 5,220 55,000 SH   SOLE 0 55,000 0 0
DUKE REALTY CORP COM NEW COM 264411505 123,889 4,678,600 SH   SOLE 0 4,678,600 0 0
EPR PPTYS COM SH BEN INT INT 26884U109 67,976 1,227,000 SH   SOLE 0 1,227,000 0 0
EASTMAN CHEM CO COM COM 277432100 50,194 475,411 SH   SOLE 0 475,411 0 0
EBAY INC COM COM 278642103 82,512 2,050,500 SH   SOLE 0 2,050,500 0 0
ECOLAB INC COM COM 278865100 48,606 354,604 SH   SOLE 0 354,604 0 0
EDISON INTL COM COM 281020107 26,177 411,200 SH   SOLE 0 411,200 0 0
EMPIRE ST RLTY TR INC CL A CLASS A 292104106 14,154 843,000 SH   SOLE 0 843,000 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107 370,151 6,007,000 SH   SOLE 0 6,007,000 0 0
ESSEX PPTY TR INC COM COM 297178105 258,731 1,075,000 SH   SOLE 0 1,075,000 0 0
EVERSOURCE ENERGY COM COM 30040W108 37,408 634,900 SH   SOLE 0 634,900 0 0
EXELON CORP COM COM 30161N101 22,474 576,100 SH   SOLE 0 576,100 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 19,617 309,900 SH   SOLE 0 309,900 0 0
EXPRESS SCRIPTS HLDG CO COM COM 30219G108 66,375 960,838 SH   SOLE 0 960,838 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 65,869 754,000 SH   SOLE 0 754,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW INT 313747206 149,782 1,290,000 SH   SOLE 0 1,290,000 0 0
F5 NETWORKS INC COM COM 315616102 37,657 260,401 SH   SOLE 0 260,401 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303 44,850 1,120,700 SH   SOLE 0 1,120,700 0 0
FIFTH THIRD BANCORP COM COM 316773100 28,467 896,600 SH   SOLE 0 896,600 0 0
FISERV INC COM COM 337738108 29,394 412,200 SH   SOLE 0 412,200 0 0
FIRSTENERGY CORP COM COM 337932107 41,975 1,234,200 SH   SOLE 0 1,234,200 0 0
FORD MTR CO DEL COM PAR $0.01 COM 345370860 34,772 3,138,306 SH   SOLE 0 3,138,306 0 0
FORTUNE BRANDS HOME SEC IN COM COM 34964C106 18,238 309,700 SH   SOLE 0 309,700 0 0
FRANKLIN RES INC COM COM 354613101 16,119 464,800 SH   SOLE 0 464,800 0 0
GGP INC COM COM 36174X101 114,705 5,606,329 SH   SOLE 0 5,606,329 0 0
GALLAGHER ARTHUR J CO COM COM 363576109 5,612 81,656 SH   SOLE 0 81,656 0 0
GENERAL MLS INC COM COM 370334104 58,520 1,298,703 SH   SOLE 0 1,298,703 0 0
GENERAL MTRS CO COM COM 37045V100 36,195 996,000 SH   SOLE 0 996,000 0 0
GENTEX CORP COM COM 371901109 19,923 865,482 SH   SOLE 0 865,482 0 0
GENUINE PARTS CO COM COM 372460105 17,150 190,900 SH   SOLE 0 190,900 0 0
GILEAD SCIENCES INC COM COM 375558103 118,972 1,578,091 SH   SOLE 0 1,578,091 0 0
HCA HEALTHCARE INC COM COM 40412C101 32,010 330,000 SH   SOLE 0 330,000 0 0
HCP INC COM COM 40414L109 200,266 8,621,000 SH   SOLE 0 8,621,000 0 0
HP INC COM COM 40434L105 68,041 3,104,046 SH   SOLE 0 3,104,046 0 0
HAIN CELESTIAL GROUP INC COM COM 405217100 24,415 761,297 SH   SOLE 0 761,297 0 0
HARLEY DAVIDSON INC COM COM 412822108 5,843 136,255 SH   SOLE 0 136,255 0 0
HARTFORD FINL SVCS GROUP INC COM COM 416515104 57,136 1,109,000 SH   SOLE 0 1,109,000 0 0
HEALTHCARE TR AMER INC CL A NEW CLASS A 42225P501 7,623 288,198 SH   SOLE 0 288,198 0 0
HERSHEY CO COM COM 427866108 41,959 424,000 SH   SOLE 0 424,000 0 0
HOME DEPOT INC COM COM 437076102 180,450 1,012,400 SH   SOLE 0 1,012,400 0 0
HORMEL FOODS CORP COM COM 440452100 27,343 796,700 SH   SOLE 0 796,700 0 0
HOST HOTELS RESORTS INC COM COM 44107P104 250,187 13,422,063 SH   SOLE 0 13,422,063 0 0
HUDSON PAC PPTYS INC COM COM 444097109 82,626 2,540,000 SH   SOLE 0 2,540,000 0 0
HUMANA INC COM COM 444859102 37,394 139,100 SH   SOLE 0 139,100 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 17,742 113,254 SH   SOLE 0 113,254 0 0
ILLUMINA INC COM COM 452327109 17,581 74,364 SH   SOLE 0 74,364 0 0
INGREDION INC COM COM 457187102 39,321 305,000 SH   SOLE 0 305,000 0 0
INTEL CORP COM COM 458140100 124,091 2,382,700 SH   SOLE 0 2,382,700 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 19,527 269,260 SH   SOLE 0 269,260 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 75,012 488,900 SH   SOLE 0 488,900 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100 3,708 160,991 SH   SOLE 0 160,991 0 0
INVITATION HOMES INC COM COM 46187W107 137,574 6,026,000 SH   SOLE 0 6,026,000 0 0
JBG SMITH PPTYS COM COM 46590V100 25,114 745,000 SH   SOLE 0 745,000 0 0
JPMORGAN CHASE CO COM COM 46625H100 135,857 1,235,400 SH   SOLE 0 1,235,400 0 0
JABIL INC COM COM 466313103 14,716 512,200 SH   SOLE 0 512,200 0 0
JOHNSON JOHNSON COM COM 478160104 221,341 1,727,200 SH   SOLE 0 1,727,200 0 0
JUNIPER NETWORKS INC COM COM 48203R104 19,243 790,900 SH   SOLE 0 790,900 0 0
KLA-TENCOR CORP COM COM 482480100 27,067 248,300 SH   SOLE 0 248,300 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 20,190 183,800 SH   SOLE 0 183,800 0 0
KELLOGG CO COM COM 487836108 53,757 826,900 SH   SOLE 0 826,900 0 0
KILROY RLTY CORP COM COM 49427F108 207,393 2,922,681 SH   SOLE 0 2,922,681 0 0
KIMBERLY CLARK CORP COM COM 494368103 79,503 721,900 SH   SOLE 0 721,900 0 0
KIMCO RLTY CORP COM COM 49446R109 122,846 8,531,000 SH   SOLE 0 8,531,000 0 0
LKQ CORP COM COM 501889208 16,630 438,200 SH   SOLE 0 438,200 0 0
LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 47,787 295,438 SH   SOLE 0 295,438 0 0
LAS VEGAS SANDS CORP COM COM 517834107 31,241 434,500 SH   SOLE 0 434,500 0 0
LAUDER ESTEE COS INC CL A CLASS A 518439104 16,574 110,700 SH   SOLE 0 110,700 0 0
LEAR CORP COM NEW COM 521865204 31,654 170,100 SH   SOLE 0 170,100 0 0
LEGGETT PLATT INC COM COM 524660107 12,900 290,805 SH   SOLE 0 290,805 0 0
LENNAR CORP CL A CLASS A 526057104 18,224 309,200 SH   SOLE 0 309,200 0 0
LEUCADIA NATL CORP COM COM 527288104 6,765 297,609 SH   SOLE 0 297,609 0 0
LIBERTY PPTY TR SH BEN INT INT 531172104 22,199 558,735 SH   SOLE 0 558,735 0 0
LOEWS CORP COM COM 540424108 50,202 1,009,500 SH   SOLE 0 1,009,500 0 0
LOWES COS INC COM COM 548661107 110,038 1,254,000 SH   SOLE 0 1,254,000 0 0
M T BK CORP COM COM 55261F104 27,783 150,700 SH   SOLE 0 150,700 0 0
MACERICH CO COM COM 554382101 74,395 1,328,000 SH   SOLE 0 1,328,000 0 0
MANPOWERGROUP INC COM COM 56418H100 35,290 306,600 SH   SOLE 0 306,600 0 0
MARATHON PETE CORP COM COM 56585A102 38,424 525,566 SH   SOLE 0 525,566 0 0
MARSH MCLENNAN COS INC COM COM 571748102 72,580 878,800 SH   SOLE 0 878,800 0 0
MASCO CORP COM COM 574599106 21,615 534,500 SH   SOLE 0 534,500 0 0
MAXIM INTEGRATED PRODS INC COM COM 57772K101 24,823 412,200 SH   SOLE 0 412,200 0 0
MCCORMICK CO INC COM NON VTG COM 579780206 6,809 64,000 SH   SOLE 0 64,000 0 0
MCDONALDS CORP COM COM 580135101 34,122 218,200 SH   SOLE 0 218,200 0 0
MCKESSON CORP COM COM 58155Q103 26,272 186,500 SH   SOLE 0 186,500 0 0
MERCK CO INC COM COM 58933Y105 153,126 2,811,200 SH   SOLE 0 2,811,200 0 0
METLIFE INC COM COM 59156R108 34,991 762,500 SH   SOLE 0 762,500 0 0
MICROSOFT CORP COM COM 594918104 151,946 1,664,800 SH   SOLE 0 1,664,800 0 0
MOHAWK INDS INC COM COM 608190104 20,203 87,000 SH   SOLE 0 87,000 0 0
MONDELEZ INTL INC CL A CLASS A 609207105 30,229 724,400 SH   SOLE 0 724,400 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 29,210 277,400 SH   SOLE 0 277,400 0 0
NASDAQ INC COM COM 631103108 21,012 243,700 SH   SOLE 0 243,700 0 0
NATIONAL RETAIL PPTYS INC COM COM 637417106 130,541 3,325,029 SH   SOLE 0 3,325,029 0 0
NETAPP INC COM COM 64110D104 13,970 226,459 SH   SOLE 0 226,459 0 0
NEWMONT MINING CORP COM COM 651639106 23,426 599,600 SH   SOLE 0 599,600 0 0
NEWS CORP NEW CL A CLASS A 65249B109 14,157 896,000 SH   SOLE 0 896,000 0 0
NEXTERA ENERGY INC COM COM 65339F101 47,823 292,800 SH   SOLE 0 292,800 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 4,671 34,400 SH   SOLE 0 34,400 0 0
OLD REP INTL CORP COM COM 680223104 2,172 101,282 SH   SOLE 0 101,282 0 0
OMNICOM GROUP INC COM COM 681919106 54,328 747,600 SH   SOLE 0 747,600 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 69,898 2,585,000 SH   SOLE 0 2,585,000 0 0
OWENS CORNING NEW COM COM 690742101 53,627 667,000 SH   SOLE 0 667,000 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 57,063 377,300 SH   SOLE 0 377,300 0 0
PPG INDS INC COM COM 693506107 29,016 260,000 SH   SOLE 0 260,000 0 0
PVH CORP COM COM 693656100 24,668 162,900 SH   SOLE 0 162,900 0 0
PACCAR INC COM COM 693718108 24,000 362,700 SH   SOLE 0 362,700 0 0
PACKAGING CORP AMER COM COM 695156109 17,728 157,300 SH   SOLE 0 157,300 0 0
PARAMOUNT GROUP INC COM COM 69924R108 75,771 5,321,000 SH   SOLE 0 5,321,000 0 0
PEPSICO INC COM COM 713448108 151,740 1,390,200 SH   SOLE 0 1,390,200 0 0
PFIZER INC COM COM 717081103 188,051 5,298,703 SH   SOLE 0 5,298,703 0 0
PHYSICIANS RLTY TR COM COM 71943U104 98,620 6,334,000 SH   SOLE 0 6,334,000 0 0
PINNACLE WEST CAP CORP COM COM 723484101 2,330 29,200 SH   SOLE 0 29,200 0 0
PRICE T ROWE GROUP INC COM COM 74144T108 32,585 301,800 SH   SOLE 0 301,800 0 0
PROCTER AND GAMBLE CO COM COM 742718109 164,466 2,074,497 SH   SOLE 0 2,074,497 0 0
PROGRESSIVE CORP OHIO COM COM 743315103 72,732 1,193,700 SH   SOLE 0 1,193,700 0 0
PROLOGIS INC COM COM 74340W103 390,727 6,203,000 SH   SOLE 0 6,203,000 0 0
PRUDENTIAL FINL INC COM COM 744320102 39,680 383,200 SH   SOLE 0 383,200 0 0
PUBLIC SVC ENTERPRISE GROUP COM COM 744573106 15,620 310,900 SH   SOLE 0 310,900 0 0
PUBLIC STORAGE COM COM 74460D109 312,678 1,560,348 SH   SOLE 0 1,560,348 0 0
PULTE GROUP INC COM COM 745867101 16,541 560,900 SH   SOLE 0 560,900 0 0
QTS RLTY TR INC COM CL A CLASS A 74736A103 64,942 1,793,000 SH   SOLE 0 1,793,000 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100 50,742 505,900 SH   SOLE 0 505,900 0 0
REALTY INCOME CORP COM COM 756109104 167,812 3,244,000 SH   SOLE 0 3,244,000 0 0
REGENCY CTRS CORP COM COM 758849103 155,884 2,643,000 SH   SOLE 0 2,643,000 0 0
REPUBLIC SVCS INC COM COM 760759100 23,163 349,733 SH   SOLE 0 349,733 0 0
ROBERT HALF INTL INC COM COM 770323103 15,115 261,100 SH   SOLE 0 261,100 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 4,718 27,083 SH   SOLE 0 27,083 0 0
ROSS STORES INC COM COM 778296103 66,104 847,700 SH   SOLE 0 847,700 0 0
SL GREEN RLTY CORP COM COM 78440X101 193,563 1,999,000 SH   SOLE 0 1,999,000 0 0
SCHEIN HENRY INC COM COM 806407102 35,003 520,800 SH   SOLE 0 520,800 0 0
SEALED AIR CORP NEW COM COM 81211K100 7,724 180,506 SH   SOLE 0 180,506 0 0
SEMPRA ENERGY COM COM 816851109 16,939 152,300 SH   SOLE 0 152,300 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 569,397 3,689,000 SH   SOLE 0 3,689,000 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102 22,077 220,200 SH   SOLE 0 220,200 0 0
SMUCKER J M CO COM NEW COM 832696405 32,671 263,455 SH   SOLE 0 263,455 0 0
SNAP ON INC COM COM 833034101 36,232 245,571 SH   SOLE 0 245,571 0 0
SOUTHWEST AIRLS CO COM COM 844741108 18,668 325,900 SH   SOLE 0 325,900 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 8,056 343,227 SH   SOLE 0 343,227 0 0
STANLEY BLACK DECKER INC COM COM 854502101 25,676 167,600 SH   SOLE 0 167,600 0 0
STATE STR CORP COM COM 857477103 44,968 450,900 SH   SOLE 0 450,900 0 0
SUN CMNTYS INC COM COM 866674104 67,797 742,000 SH   SOLE 0 742,000 0 0
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 81,077 5,327,005 SH   SOLE 0 5,327,005 0 0
SUNTRUST BKS INC COM COM 867914103 35,279 518,500 SH   SOLE 0 518,500 0 0
SYNOPSYS INC COM COM 871607107 16,831 202,200 SH   SOLE 0 202,200 0 0
SYSCO CORP COM COM 871829107 66,981 1,117,100 SH   SOLE 0 1,117,100 0 0
TJX COS INC NEW COM COM 872540109 105,351 1,291,700 SH   SOLE 0 1,291,700 0 0
TARGET CORP COM COM 87612E106 66,754 961,460 SH   SOLE 0 961,460 0 0
TAUBMAN CTRS INC COM COM 876664103 30,390 534,000 SH   SOLE 0 534,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR ADR 881624209 15,518 908,034 SH   SOLE 0 908,034 0 0
TEXAS INSTRS INC COM COM 882508104 65,347 629,000 SH   SOLE 0 629,000 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 38,871 188,274 SH   SOLE 0 188,274 0 0
TIFFANY CO NEW COM COM 886547108 17,510 179,300 SH   SOLE 0 179,300 0 0
TOLL BROTHERS INC COM COM 889478103 29,294 677,318 SH   SOLE 0 677,318 0 0
TORCHMARK CORP COM COM 891027104 22,027 261,700 SH   SOLE 0 261,700 0 0
TOTAL SYS SVCS INC COM COM 891906109 21,574 250,100 SH   SOLE 0 250,100 0 0
TRACTOR SUPPLY CO COM COM 892356106 15,755 250,000 SH   SOLE 0 250,000 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 85,982 619,200 SH   SOLE 0 619,200 0 0
TWENTY FIRST CENTY FOX INC CL A CLASS A 90130A101 495 13,503 SH   SOLE 0 13,503 0 0
TYSON FOODS INC CL A CLASS A 902494103 46,937 641,300 SH   SOLE 0 641,300 0 0
UDR INC COM COM 902653104 186,542 5,237,000 SH   SOLE 0 5,237,000 0 0
US BANCORP DEL COM NEW COM 902973304 58,312 1,154,700 SH   SOLE 0 1,154,700 0 0
UNION PAC CORP COM COM 907818108 70,414 523,800 SH   SOLE 0 523,800 0 0
UNITED TECHNOLOGIES CORP COM COM 913017109 55,889 444,200 SH   SOLE 0 444,200 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 187,742 877,300 SH   SOLE 0 877,300 0 0
UNUM GROUP COM COM 91529Y106 20,877 438,500 SH   SOLE 0 438,500 0 0
V F CORP COM COM 918204108 11,622 156,806 SH   SOLE 0 156,806 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 49,391 532,400 SH   SOLE 0 532,400 0 0
VENTAS INC COM COM 92276F100 91,284 1,843,000 SH   SOLE 0 1,843,000 0 0
VEREIT INC COM COM 92339V100 64,141 9,215,597 SH   SOLE 0 9,215,597 0 0
VERISIGN INC COM COM 92343E102 20,535 173,200 SH   SOLE 0 173,200 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 66,762 1,396,100 SH   SOLE 0 1,396,100 0 0
VORNADO RLTY TR SH BEN INT INT 929042109 49,264 732,000 SH   SOLE 0 732,000 0 0
WEC ENERGY GROUP INC COM COM 92939U106 4,242 67,650 SH   SOLE 0 67,650 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 106,971 1,633,900 SH   SOLE 0 1,633,900 0 0
WASTE MGMT INC DEL COM COM 94106L109 72,882 866,400 SH   SOLE 0 866,400 0 0
WELLTOWER INC COM COM 95040Q104 380,683 6,994,000 SH   SOLE 0 6,994,000 0 0
WESTERN UN CO COM COM 959802109 17,463 908,100 SH   SOLE 0 908,100 0 0
WHIRLPOOL CORP COM COM 963320106 16,720 109,200 SH   SOLE 0 109,200 0 0
WYNDHAM WORLDWIDE CORP COM COM 98310W108 20,586 179,900 SH   SOLE 0 179,900 0 0
XCEL ENERGY INC COM COM 98389B100 43,420 954,700 SH   SOLE 0 954,700 0 0
XYLEM INC COM COM 98419M100 35,777 465,123 SH   SOLE 0 465,123 0 0