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 6,278 81,153 SH   SOLE 0 81,153 0 0
AMDOCS LTD SHS SHS G02602103 40,356 609,700 SH   SOLE 0 609,700 0 0
AON PLC SHS CL A CLASS A G0408V102 29,723 216,688 SH   SOLE 0 216,688 0 0
ACCENTURE PLC IRELAND SHS CLASS A CLASS A G1151C101 123,543 755,200 SH   SOLE 0 755,200 0 0
COCA COLA EUROPEAN PARTNERS SHS SHS G25839104 28,202 693,948 SH   SOLE 0 693,948 0 0
EATON CORP PLC SHS SHS G29183103 53,378 714,178 SH   SOLE 0 714,178 0 0
EVEREST RE GROUP LTD COM COM G3223R108 34,618 150,200 SH   SOLE 0 150,200 0 0
JANUS HENDERSON GROUP PLC ORD SHS SHS G4474Y214 4,763 155,009 SH   SOLE 0 155,009 0 0
INGERSOLL-RAND PLC SHS SHS G47791101 60,981 679,600 SH   SOLE 0 679,600 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 40,319 1,205,359 SH   SOLE 0 1,205,359 0 0
MEDTRONIC PLC SHS SHS G5960L103 48,820 570,262 SH   SOLE 0 570,262 0 0
APTIV PLC SHS SHS G6095L109 30,595 333,900 SH   SOLE 0 333,900 0 0
RENAISSANCERE HOLDINGS LTD COM COM G7496G103 6,894 57,300 SH   SOLE 0 57,300 0 0
WILLIS TOWERS WATSON PUB LTD SHS SHS G96629103 25,166 166,000 SH   SOLE 0 166,000 0 0
CHUBB LIMITED COM COM H1467J104 89,733 706,448 SH   SOLE 0 706,448 0 0
GARMIN LTD SHS SHS H2906T109 35,484 581,700 SH   SOLE 0 581,700 0 0
TE CONNECTIVITY LTD REG SHS SHS H84989104 37,834 420,100 SH   SOLE 0 420,100 0 0
ADECOAGRO S A COM COM L00849106 35,775 4,500,000 SH   SOLE 0 4,500,000 0 0
CHECK POINT SOFTWARE TECH LT ORD ORD M22465104 24,713 253,000 SH   SOLE 0 253,000 0 0
AERCAP HOLDINGS NV SHS SHS N00985106 20,789 383,918 SH   SOLE 0 383,918 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - CLASS A N53745100 89,405 813,879 SH   SOLE 0 813,879 0 0
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 22,378 216,000 SH   SOLE 0 216,000 0 0
AFLAC INC COM COM 001055102 85,247 1,981,572 SH   SOLE 0 1,981,572 0 0
AES CORP COM COM 00130H105 2,327 173,500 SH   SOLE 0 173,500 0 0
AT T INC COM COM 00206R102 140,103 4,363,208 SH   SOLE 0 4,363,208 0 0
ABBOTT LABS COM COM 002824100 46,886 768,745 SH   SOLE 0 768,745 0 0
AIR PRODS CHEMS INC COM COM 009158106 34,884 224,000 SH   SOLE 0 224,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 341,038 2,703,000 SH   SOLE 0 2,703,000 0 0
ALLSTATE CORP COM COM 020002101 84,791 929,017 SH   SOLE 0 929,017 0 0
ALLY FINL INC COM COM 02005N100 18,893 719,180 SH   SOLE 0 719,180 0 0
AMEREN CORP COM COM 023608102 46,258 760,200 SH   SOLE 0 760,200 0 0
AMERICAN ELEC PWR INC COM COM 025537101 4,488 64,802 SH   SOLE 0 64,802 0 0
AMERICAN EXPRESS CO COM COM 025816109 61,956 632,200 SH   SOLE 0 632,200 0 0
AMERICAN INTL GROUP INC COM NEW COM 026874784 80,803 1,524,002 SH   SOLE 0 1,524,002 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 52,148 610,776 SH   SOLE 0 610,776 0 0
AMGEN INC COM COM 031162100 165,417 896,134 SH   SOLE 0 896,134 0 0
ANNALY CAP MGMT INC COM COM 035710409 49,744 4,834,178 SH   SOLE 0 4,834,178 0 0
ANTHEM INC COM COM 036752103 107,447 451,400 SH   SOLE 0 451,400 0 0
APPLE INC COM COM 037833100 426,716 2,305,200 SH   SOLE 0 2,305,200 0 0
APPLE HOSPITALITY REIT INC COM NEW COM 03784Y200 69,643 3,895,000 SH   SOLE 0 3,895,000 0 0
ARROW ELECTRS INC COM COM 042735100 14,469 192,200 SH   SOLE 0 192,200 0 0
ASSURANT INC COM COM 04621X108 30,051 290,379 SH   SOLE 0 290,379 0 0
AUTOLIV INC COM COM 052800109 4,644 32,426 SH   SOLE 0 32,426 0 0
AVALONBAY CMNTYS INC COM COM 053484101 368,704 2,145,000 SH   SOLE 0 2,145,000 0 0
AVANGRID INC COM COM 05351W103 1,397 26,400 SH   SOLE 0 26,400 0 0
AVERY DENNISON CORP COM COM 053611109 41,244 403,955 SH   SOLE 0 403,955 0 0
BB T CORP COM COM 054937107 43,011 852,710 SH   SOLE 0 852,710 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 50,748 941,000 SH   SOLE 0 941,000 0 0
BEMIS INC COM COM 081437105 10,793 255,700 SH   SOLE 0 255,700 0 0
W R BERKLEY CORPORATION COM COM 084423102 2,325 32,102 SH   SOLE 0 32,102 0 0
BLACKROCK INC COM COM 09247X101 12,077 24,201 SH   SOLE 0 24,201 0 0
BORGWARNER INC COM COM 099724106 15,020 348,000 SH   SOLE 0 348,000 0 0
BOSTON PROPERTIES INC COM COM 101121101 398,083 3,174,000 SH   SOLE 0 3,174,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW INT 105368203 56,396 3,341,000 SH   SOLE 0 3,341,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 14,315 124,374 SH   SOLE 0 124,374 0 0
BROWN BROWN INC COM COM 115236101 19,908 717,940 SH   SOLE 0 717,940 0 0
CBS CORP NEW CL B CLASS B 124857202 25,063 445,800 SH   SOLE 0 445,800 0 0
CDW CORP COM COM 12514G108 17,798 220,300 SH   SOLE 0 220,300 0 0
CIGNA CORPORATION COM COM 125509109 53,656 315,718 SH   SOLE 0 315,718 0 0
CIT GROUP INC COM NEW COM 125581801 16,156 320,500 SH   SOLE 0 320,500 0 0
CMS ENERGY CORP COM COM 125896100 8,236 174,200 SH   SOLE 0 174,200 0 0
CNA FINL CORP COM COM 126117100 513 11,227 SH   SOLE 0 11,227 0 0
CVS HEALTH CORP COM COM 126650100 103,578 1,609,600 SH   SOLE 0 1,609,600 0 0
CA INC COM COM 12673P105 20,788 583,100 SH   SOLE 0 583,100 0 0
CAMPBELL SOUP CO COM COM 134429109 32,870 810,804 SH   SOLE 0 810,804 0 0
CARNIVAL CORP UNIT 99/99/9999 COM 143658300 48,119 839,630 SH   SOLE 0 839,630 0 0
CELANESE CORP DEL COM SER A COM 150870103 22,701 204,400 SH   SOLE 0 204,400 0 0
CELGENE CORP COM COM 151020104 26,898 338,679 SH   SOLE 0 338,679 0 0
CENTERPOINT ENERGY INC COM COM 15189T107 39,783 1,435,700 SH   SOLE 0 1,435,700 0 0
CHURCH DWIGHT INC COM COM 171340102 40,077 753,900 SH   SOLE 0 753,900 0 0
CINCINNATI FINL CORP COM COM 172062101 35,963 537,883 SH   SOLE 0 537,883 0 0
CISCO SYS INC COM COM 17275R102 211,742 4,920,800 SH   SOLE 0 4,920,800 0 0
CITIGROUP INC COM NEW COM 172967424 86,809 1,297,200 SH   SOLE 0 1,297,200 0 0
CITRIX SYS INC COM COM 177376100 29,156 278,100 SH   SOLE 0 278,100 0 0
CLOROX CO DEL COM COM 189054109 9,183 67,900 SH   SOLE 0 67,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CLASS A 192446102 42,156 533,684 SH   SOLE 0 533,684 0 0
COLGATE PALMOLIVE CO COM COM 194162103 27,667 426,900 SH   SOLE 0 426,900 0 0
COMCAST CORP NEW CL A CLASS A 20030N101 156,172 4,759,900 SH   SOLE 0 4,759,900 0 0
CONAGRA BRANDS INC COM COM 205887102 52,747 1,476,265 SH   SOLE 0 1,476,265 0 0
CONSTELLATION BRANDS INC CL A CLASS A 21036P108 14,708 67,200 SH   SOLE 0 67,200 0 0
CORNING INC COM COM 219350105 29,449 1,070,500 SH   SOLE 0 1,070,500 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 102,609 491,000 SH   SOLE 0 491,000 0 0
CUBESMART COM COM 229663109 56,063 1,740,000 SH   SOLE 0 1,740,000 0 0
CUMMINS INC COM COM 231021106 26,134 196,500 SH   SOLE 0 196,500 0 0
DCT INDUSTRIAL TRUST INC COM NEW COM 233153204 61,058 915,000 SH   SOLE 0 915,000 0 0
D R HORTON INC COM COM 23331A109 17,737 432,600 SH   SOLE 0 432,600 0 0
DXC TECHNOLOGY CO COM COM 23355L106 9,679 120,071 SH   SOLE 0 120,071 0 0
DANAHER CORP DEL COM COM 235851102 44,406 450,000 SH   SOLE 0 450,000 0 0
DARDEN RESTAURANTS INC COM COM 237194105 40,244 375,900 SH   SOLE 0 375,900 0 0
DELTA AIR LINES INC DEL COM NEW COM 247361702 14,272 288,100 SH   SOLE 0 288,100 0 0
DIAMONDROCK HOSPITALITY CO COM COM 252784301 22,227 1,810,000 SH   SOLE 0 1,810,000 0 0
DIGITAL RLTY TR INC COM COM 253868103 354,936 3,181,000 SH   SOLE 0 3,181,000 0 0
DISNEY WALT CO COM DISNEY COM 254687106 191,801 1,829,992 SH   SOLE 0 1,829,992 0 0
DISCOVER FINL SVCS COM COM 254709108 27,481 390,300 SH   SOLE 0 390,300 0 0
DOLLAR GEN CORP NEW COM COM 256677105 71,762 727,806 SH   SOLE 0 727,806 0 0
DOLLAR TREE INC COM COM 256746108 4,675 55,000 SH   SOLE 0 55,000 0 0
DUKE REALTY CORP COM NEW COM 264411505 156,988 5,407,800 SH   SOLE 0 5,407,800 0 0
EPR PPTYS COM SH BEN INT INT 26884U109 79,497 1,227,000 SH   SOLE 0 1,227,000 0 0
EASTMAN CHEM CO COM COM 277432100 54,349 543,708 SH   SOLE 0 543,708 0 0
EBAY INC COM COM 278642103 74,351 2,050,500 SH   SOLE 0 2,050,500 0 0
ECOLAB INC COM COM 278865100 36,430 259,604 SH   SOLE 0 259,604 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107 382,586 6,007,000 SH   SOLE 0 6,007,000 0 0
ESSEX PPTY TR INC COM COM 297178105 257,000 1,075,000 SH   SOLE 0 1,075,000 0 0
EVERSOURCE ENERGY COM COM 30040W108 37,211 634,900 SH   SOLE 0 634,900 0 0
EXELON CORP COM COM 30161N101 24,542 576,100 SH   SOLE 0 576,100 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 11,327 154,948 SH   SOLE 0 154,948 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 75,257 754,000 SH   SOLE 0 754,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW INT 313747206 163,250 1,290,000 SH   SOLE 0 1,290,000 0 0
F5 NETWORKS INC COM COM 315616102 44,906 260,401 SH   SOLE 0 260,401 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303 42,161 1,120,700 SH   SOLE 0 1,120,700 0 0
FIFTH THIRD BANCORP COM COM 316773100 28,602 996,600 SH   SOLE 0 996,600 0 0
FISERV INC COM COM 337738108 30,540 412,200 SH   SOLE 0 412,200 0 0
FIRSTENERGY CORP COM COM 337932107 44,320 1,234,200 SH   SOLE 0 1,234,200 0 0
FORD MTR CO DEL COM PAR $0.01 COM 345370860 34,741 3,138,306 SH   SOLE 0 3,138,306 0 0
FORTUNE BRANDS HOME SEC IN COM COM 34964C106 16,628 309,700 SH   SOLE 0 309,700 0 0
FRANKLIN RES INC COM COM 354613101 14,897 464,800 SH   SOLE 0 464,800 0 0
GGP INC COM COM 36174X101 114,537 5,606,329 SH   SOLE 0 5,606,329 0 0
GALLAGHER ARTHUR J CO COM COM 363576109 5,331 81,656 SH   SOLE 0 81,656 0 0
GENERAL MLS INC COM COM 370334104 57,481 1,298,703 SH   SOLE 0 1,298,703 0 0
GENERAL MTRS CO COM COM 37045V100 39,242 996,000 SH   SOLE 0 996,000 0 0
GENTEX CORP COM COM 371901109 20,241 879,295 SH   SOLE 0 879,295 0 0
GENUINE PARTS CO COM COM 372460105 17,523 190,900 SH   SOLE 0 190,900 0 0
GILEAD SCIENCES INC COM COM 375558103 111,792 1,578,091 SH   SOLE 0 1,578,091 0 0
HCA HEALTHCARE INC COM COM 40412C101 49,614 483,568 SH   SOLE 0 483,568 0 0
HCP INC COM COM 40414L109 222,594 8,621,000 SH   SOLE 0 8,621,000 0 0
HP INC COM COM 40434L105 70,431 3,104,046 SH   SOLE 0 3,104,046 0 0
HAIN CELESTIAL GROUP INC COM COM 405217100 22,687 761,297 SH   SOLE 0 761,297 0 0
HARLEY DAVIDSON INC COM COM 412822108 5,734 136,255 SH   SOLE 0 136,255 0 0
HARTFORD FINL SVCS GROUP INC COM COM 416515104 61,122 1,195,414 SH   SOLE 0 1,195,414 0 0
HEALTHCARE TR AMER INC CL A NEW CLASS A 42225P501 7,770 288,198 SH   SOLE 0 288,198 0 0
HERSHEY CO COM COM 427866108 39,457 424,000 SH   SOLE 0 424,000 0 0
HOME DEPOT INC COM COM 437076102 197,519 1,012,400 SH   SOLE 0 1,012,400 0 0
HORMEL FOODS CORP COM COM 440452100 29,645 796,700 SH   SOLE 0 796,700 0 0
HOST HOTELS RESORTS INC COM COM 44107P104 282,803 13,422,063 SH   SOLE 0 13,422,063 0 0
HUDSON PAC PPTYS INC COM COM 444097109 89,992 2,540,000 SH   SOLE 0 2,540,000 0 0
HUMANA INC COM COM 444859102 41,906 140,800 SH   SOLE 0 140,800 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 15,690 113,254 SH   SOLE 0 113,254 0 0
ILLUMINA INC COM COM 452327109 20,769 74,364 SH   SOLE 0 74,364 0 0
INGREDION INC COM COM 457187102 37,155 335,635 SH   SOLE 0 335,635 0 0
INTEL CORP COM COM 458140100 118,444 2,382,700 SH   SOLE 0 2,382,700 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 9,902 134,629 SH   SOLE 0 134,629 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 157,491 1,127,351 SH   SOLE 0 1,127,351 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100 3,774 160,991 SH   SOLE 0 160,991 0 0
INVITATION HOMES INC COM COM 46187W107 138,960 6,026,000 SH   SOLE 0 6,026,000 0 0
JPMORGAN CHASE CO COM COM 46625H100 128,729 1,235,400 SH   SOLE 0 1,235,400 0 0
JABIL INC COM COM 466313103 14,167 512,200 SH   SOLE 0 512,200 0 0
JOHNSON JOHNSON COM COM 478160104 209,578 1,727,200 SH   SOLE 0 1,727,200 0 0
JUNIPER NETWORKS INC COM COM 48203R104 21,686 790,900 SH   SOLE 0 790,900 0 0
KLA-TENCOR CORP COM COM 482480100 25,458 248,300 SH   SOLE 0 248,300 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 19,475 183,800 SH   SOLE 0 183,800 0 0
KELLOGG CO COM COM 487836108 57,776 826,900 SH   SOLE 0 826,900 0 0
KILROY RLTY CORP COM COM 49427F108 221,072 2,922,681 SH   SOLE 0 2,922,681 0 0
KIMBERLY CLARK CORP COM COM 494368103 81,312 771,900 SH   SOLE 0 771,900 0 0
KIMCO RLTY CORP COM COM 49446R109 144,942 8,531,000 SH   SOLE 0 8,531,000 0 0
LKQ CORP COM COM 501889208 6,989 219,097 SH   SOLE 0 219,097 0 0
LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 53,040 295,438 SH   SOLE 0 295,438 0 0
LAS VEGAS SANDS CORP COM COM 517834107 33,178 434,500 SH   SOLE 0 434,500 0 0
LAUDER ESTEE COS INC CL A CLASS A 518439104 15,796 110,700 SH   SOLE 0 110,700 0 0
LEAR CORP COM NEW COM 521865204 51,748 278,499 SH   SOLE 0 278,499 0 0
LEGGETT PLATT INC COM COM 524660107 12,982 290,805 SH   SOLE 0 290,805 0 0
LIBERTY PPTY TR SH BEN INT INT 531172104 23,554 531,330 SH   SOLE 0 531,330 0 0
LILLY ELI CO COM COM 532457108 3,384 39,656 SH   SOLE 0 39,656 0 0
LOEWS CORP COM COM 540424108 53,718 1,112,638 SH   SOLE 0 1,112,638 0 0
LOWES COS INC COM COM 548661107 119,845 1,254,000 SH   SOLE 0 1,254,000 0 0
M T BK CORP COM COM 55261F104 25,642 150,700 SH   SOLE 0 150,700 0 0
MACERICH CO COM COM 554382101 75,470 1,328,000 SH   SOLE 0 1,328,000 0 0
MANPOWERGROUP INC COM COM 56418H100 26,386 306,600 SH   SOLE 0 306,600 0 0
MARATHON PETE CORP COM COM 56585A102 41,843 596,397 SH   SOLE 0 596,397 0 0
MARSH MCLENNAN COS INC COM COM 571748102 72,035 878,800 SH   SOLE 0 878,800 0 0
MASCO CORP COM COM 574599106 20,143 538,300 SH   SOLE 0 538,300 0 0
MAXIM INTEGRATED PRODS INC COM COM 57772K101 24,180 412,200 SH   SOLE 0 412,200 0 0
MCCORMICK CO INC COM NON VTG COM 579780206 7,430 64,000 SH   SOLE 0 64,000 0 0
MCDONALDS CORP COM COM 580135101 17,095 109,099 SH   SOLE 0 109,099 0 0
MCKESSON CORP COM COM 58155Q103 24,879 186,500 SH   SOLE 0 186,500 0 0
MERCK CO INC COM COM 58933Y105 170,640 2,811,200 SH   SOLE 0 2,811,200 0 0
METLIFE INC COM COM 59156R108 33,245 762,500 SH   SOLE 0 762,500 0 0
MICROSOFT CORP COM COM 594918104 164,166 1,664,800 SH   SOLE 0 1,664,800 0 0
MOHAWK INDS INC COM COM 608190104 18,641 87,000 SH   SOLE 0 87,000 0 0
MONDELEZ INTL INC CL A CLASS A 609207105 29,700 724,400 SH   SOLE 0 724,400 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 32,281 277,400 SH   SOLE 0 277,400 0 0
NASDAQ INC COM COM 631103108 22,242 243,700 SH   SOLE 0 243,700 0 0
NATIONAL RETAIL PPTYS INC COM COM 637417106 146,168 3,325,029 SH   SOLE 0 3,325,029 0 0
NEWMONT MINING CORP COM COM 651639106 22,871 606,500 SH   SOLE 0 606,500 0 0
NEWS CORP NEW CL A CLASS A 65249B109 13,888 896,000 SH   SOLE 0 896,000 0 0
NEXTERA ENERGY INC COM COM 65339F101 36,945 221,190 SH   SOLE 0 221,190 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 5,190 34,400 SH   SOLE 0 34,400 0 0
OLD REP INTL CORP COM COM 680223104 2,017 101,282 SH   SOLE 0 101,282 0 0
OMNICOM GROUP INC COM COM 681919106 59,123 775,177 SH   SOLE 0 775,177 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 80,135 2,585,000 SH   SOLE 0 2,585,000 0 0
OWENS CORNING NEW COM COM 690742101 48,922 772,000 SH   SOLE 0 772,000 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 61,781 457,300 SH   SOLE 0 457,300 0 0
PPG INDS INC COM COM 693506107 26,970 260,000 SH   SOLE 0 260,000 0 0
PVH CORP COM COM 693656100 24,389 162,900 SH   SOLE 0 162,900 0 0
PACCAR INC COM COM 693718108 22,473 362,700 SH   SOLE 0 362,700 0 0
PACKAGING CORP AMER COM COM 695156109 17,585 157,300 SH   SOLE 0 157,300 0 0
PARAMOUNT GROUP INC COM COM 69924R108 81,943 5,321,000 SH   SOLE 0 5,321,000 0 0
PARK HOTELS RESORTS INC COM COM 700517105 86,176 2,813,464 SH   SOLE 0 2,813,464 0 0
PEPSICO INC COM COM 713448108 151,351 1,390,200 SH   SOLE 0 1,390,200 0 0
PERSPECTA INC COM ADDED COM 715347100 1,234 60,035 SH   SOLE 0 60,035 0 0
PFIZER INC COM COM 717081103 220,776 6,085,350 SH   SOLE 0 6,085,350 0 0
PHYSICIANS RLTY TR COM COM 71943U104 100,964 6,334,000 SH   SOLE 0 6,334,000 0 0
PINNACLE WEST CAP CORP COM COM 723484101 2,352 29,200 SH   SOLE 0 29,200 0 0
PRICE T ROWE GROUP INC COM COM 74144T108 35,036 301,800 SH   SOLE 0 301,800 0 0
PROCTER AND GAMBLE CO COM COM 742718109 201,719 2,584,154 SH   SOLE 0 2,584,154 0 0
PROGRESSIVE CORP OHIO COM COM 743315103 70,607 1,193,700 SH   SOLE 0 1,193,700 0 0
PROLOGIS INC COM COM 74340W103 407,475 6,203,000 SH   SOLE 0 6,203,000 0 0
PRUDENTIAL FINL INC COM COM 744320102 35,833 383,200 SH   SOLE 0 383,200 0 0
PUBLIC SVC ENTERPRISE GROUP COM COM 744573106 16,832 310,900 SH   SOLE 0 310,900 0 0
PUBLIC STORAGE COM COM 74460D109 353,981 1,560,348 SH   SOLE 0 1,560,348 0 0
PULTE GROUP INC COM COM 745867101 16,126 560,900 SH   SOLE 0 560,900 0 0
QTS RLTY TR INC COM CL A CLASS A 74736A103 70,824 1,793,000 SH   SOLE 0 1,793,000 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100 58,555 532,611 SH   SOLE 0 532,611 0 0
REALTY INCOME CORP COM COM 756109104 174,495 3,244,000 SH   SOLE 0 3,244,000 0 0
REGENCY CTRS CORP COM COM 758849103 164,077 2,643,000 SH   SOLE 0 2,643,000 0 0
REPUBLIC SVCS INC COM COM 760759100 24,154 353,333 SH   SOLE 0 353,333 0 0
REXFORD INDL RLTY INC COM COM 76169C100 3,146 100,227 SH   SOLE 0 100,227 0 0
ROBERT HALF INTL INC COM COM 770323103 16,998 261,100 SH   SOLE 0 261,100 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 4,502 27,083 SH   SOLE 0 27,083 0 0
ROSS STORES INC COM COM 778296103 71,843 847,700 SH   SOLE 0 847,700 0 0
SL GREEN RLTY CORP COM COM 78440X101 125,260 1,246,000 SH   SOLE 0 1,246,000 0 0
SCHEIN HENRY INC COM COM 806407102 18,915 260,397 SH   SOLE 0 260,397 0 0
SEALED AIR CORP NEW COM COM 81211K100 7,662 180,506 SH   SOLE 0 180,506 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 627,831 3,689,000 SH   SOLE 0 3,689,000 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102 21,282 220,200 SH   SOLE 0 220,200 0 0
SMUCKER J M CO COM NEW COM 832696405 28,316 263,455 SH   SOLE 0 263,455 0 0
SNAP ON INC COM COM 833034101 39,468 245,571 SH   SOLE 0 245,571 0 0
SOUTHWEST AIRLS CO COM COM 844741108 16,582 325,900 SH   SOLE 0 325,900 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 7,575 343,227 SH   SOLE 0 343,227 0 0
STANLEY BLACK DECKER INC COM COM 854502101 22,259 167,600 SH   SOLE 0 167,600 0 0
STATE STR CORP COM COM 857477103 44,572 478,806 SH   SOLE 0 478,806 0 0
SUN CMNTYS INC COM COM 866674104 72,627 742,000 SH   SOLE 0 742,000 0 0
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 88,535 5,327,005 SH   SOLE 0 5,327,005 0 0
SUNTRUST BKS INC COM COM 867914103 34,231 518,500 SH   SOLE 0 518,500 0 0
SYNOPSYS INC COM COM 871607107 8,651 101,100 SH   SOLE 0 101,100 0 0
SYSCO CORP COM COM 871829107 76,287 1,117,100 SH   SOLE 0 1,117,100 0 0
TJX COS INC NEW COM COM 872540109 122,944 1,291,700 SH   SOLE 0 1,291,700 0 0
TARGET CORP COM COM 87612E106 79,865 1,049,196 SH   SOLE 0 1,049,196 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR ADR 881624209 22,083 908,034 SH   SOLE 0 908,034 0 0
TEXAS INSTRS INC COM COM 882508104 69,347 629,000 SH   SOLE 0 629,000 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 38,999 188,274 SH   SOLE 0 188,274 0 0
TIFFANY CO NEW COM COM 886547108 23,596 179,300 SH   SOLE 0 179,300 0 0
TOLL BROTHERS INC COM COM 889478103 25,054 677,318 SH   SOLE 0 677,318 0 0
TORCHMARK CORP COM COM 891027104 33,468 411,100 SH   SOLE 0 411,100 0 0
TOTAL SYS SVCS INC COM COM 891906109 21,138 250,100 SH   SOLE 0 250,100 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 79,125 646,765 SH   SOLE 0 646,765 0 0
TWENTY FIRST CENTY FOX INC CL A CLASS A 90130A101 671 13,503 SH   SOLE 0 13,503 0 0
TYSON FOODS INC CL A CLASS A 902494103 44,154 641,300 SH   SOLE 0 641,300 0 0
UDR INC COM COM 902653104 196,597 5,237,000 SH   SOLE 0 5,237,000 0 0
US BANCORP DEL COM NEW COM 902973304 57,758 1,154,700 SH   SOLE 0 1,154,700 0 0
UNION PAC CORP COM COM 907818108 39,172 276,484 SH   SOLE 0 276,484 0 0
UNITED TECHNOLOGIES CORP COM COM 913017109 27,769 222,098 SH   SOLE 0 222,098 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 215,237 877,300 SH   SOLE 0 877,300 0 0
UNUM GROUP COM COM 91529Y106 16,220 438,500 SH   SOLE 0 438,500 0 0
V F CORP COM COM 918204108 6,391 78,403 SH   SOLE 0 78,403 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 64,754 584,266 SH   SOLE 0 584,266 0 0
VENTAS INC COM COM 92276F100 104,959 1,843,000 SH   SOLE 0 1,843,000 0 0
VEREIT INC COM COM 92339V100 159,979 21,502,611 SH   SOLE 0 21,502,611 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 70,238 1,396,100 SH   SOLE 0 1,396,100 0 0
VICI PPTYS INC COM COM 925652109 54,696 2,650,000 SH   SOLE 0 2,650,000 0 0
VORNADO RLTY TR SH BEN INT INT 929042109 54,109 732,000 SH   SOLE 0 732,000 0 0
WEC ENERGY GROUP INC COM COM 92939U106 4,374 67,650 SH   SOLE 0 67,650 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 101,544 1,691,977 SH   SOLE 0 1,691,977 0 0
WASTE MGMT INC DEL COM COM 94106L109 70,473 866,400 SH   SOLE 0 866,400 0 0
WELLTOWER INC COM COM 95040Q104 438,454 6,994,000 SH   SOLE 0 6,994,000 0 0
WESTERN UN CO COM COM 959802109 23,411 1,151,564 SH   SOLE 0 1,151,564 0 0
WHIRLPOOL CORP COM COM 963320106 15,968 109,200 SH   SOLE 0 109,200 0 0
WYNDHAM DESTINATIONS INC COM COM 98310W108 7,964 179,900 SH   SOLE 0 179,900 0 0
WYNDHAM HOTELS RESORTS INC COM ADDED COM 98311A105 10,584 179,900 SH   SOLE 0 179,900 0 0
XCEL ENERGY INC COM COM 98389B100 43,611 954,700 SH   SOLE 0 954,700 0 0
XYLEM INC COM COM 98419M100 28,241 419,123 SH   SOLE 0 419,123 0 0