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 7,350 81,153 SH   SOLE 0 81,153 0 0
AMDOCS LTD SHS SHS G02602103 40,228 609,700 SH   SOLE 0 609,700 0 0
AON PLC SHS CL A SHS G0408V102 33,322 216,688 SH   SOLE 0 216,688 0 0
ACCENTURE PLC IRELAND SHS CLASS A CLASS A G1151C101 128,535 755,200 SH   SOLE 0 755,200 0 0
COCA COLA EUROPEAN PARTNERS SHS SHS G25839104 31,554 693,948 SH   SOLE 0 693,948 0 0
EATON CORP PLC SHS SHS G29183103 67,609 779,530 SH   SOLE 0 779,530 0 0
EVEREST RE GROUP LTD COM COM G3223R108 34,316 150,200 SH   SOLE 0 150,200 0 0
JANUS HENDERSON GROUP PLC ORD SHS SHS G4474Y214 4,179 155,009 SH   SOLE 0 155,009 0 0
INGERSOLL-RAND PLC SHS SHS G47791101 69,523 679,600 SH   SOLE 0 679,600 0 0
JAZZ PHARMACEUTICALS PLC SHS USD SHS G50871105 8,593 51,110 SH   SOLE 0 51,110 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 42,188 1,205,359 SH   SOLE 0 1,205,359 0 0
MEDTRONIC PLC SHS SHS G5960L103 56,097 570,262 SH   SOLE 0 570,262 0 0
APTIV PLC SHS SHS G6095L109 28,014 333,900 SH   SOLE 0 333,900 0 0
RENAISSANCERE HOLDINGS LTD COM COM G7496G103 2,449 18,336 SH   SOLE 0 18,336 0 0
WILLIS TOWERS WATSON PUB LTD SHS SHS G96629103 23,396 166,000 SH   SOLE 0 166,000 0 0
CHUBB LIMITED COM COM H1467J104 94,410 706,448 SH   SOLE 0 706,448 0 0
GARMIN LTD SHS SHS H2906T109 40,748 581,700 SH   SOLE 0 581,700 0 0
TE CONNECTIVITY LTD REG SHS SHS H84989104 52,610 598,312 SH   SOLE 0 598,312 0 0
ADECOAGRO S A COM COM L00849106 33,075 4,500,000 SH   SOLE 0 4,500,000 0 0
CHECK POINT SOFTWARE TECH LT ORD ORD M22465104 39,685 337,255 SH   SOLE 0 337,255 0 0
AERCAP HOLDINGS NV SHS SHS N00985106 24,311 422,653 SH   SOLE 0 422,653 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - SHS N53745100 83,431 813,879 SH   SOLE 0 813,879 0 0
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 28,067 216,000 SH   SOLE 0 216,000 0 0
AFLAC INC COM COM 001055102 93,273 1,981,572 SH   SOLE 0 1,981,572 0 0
AES CORP COM COM 00130H105 2,429 173,500 SH   SOLE 0 173,500 0 0
AT T INC COM COM 00206R102 146,517 4,363,208 SH   SOLE 0 4,363,208 0 0
ABBOTT LABS COM COM 002824100 56,395 768,745 SH   SOLE 0 768,745 0 0
AIR PRODS CHEMS INC COM COM 009158106 33,878 202,800 SH   SOLE 0 202,800 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 375,309 2,983,616 SH   SOLE 0 2,983,616 0 0
ALLEGHANY CORP DEL COM COM 017175100 3,625 5,555 SH   SOLE 0 5,555 0 0
ALLSTATE CORP COM COM 020002101 91,694 929,017 SH   SOLE 0 929,017 0 0
ALLY FINL INC COM COM 02005N100 32,310 1,221,568 SH   SOLE 0 1,221,568 0 0
AMEREN CORP COM COM 023608102 48,060 760,200 SH   SOLE 0 760,200 0 0
AMERICAN ELEC PWR INC COM COM 025537101 4,593 64,802 SH   SOLE 0 64,802 0 0
AMERICAN EXPRESS CO COM COM 025816109 67,323 632,200 SH   SOLE 0 632,200 0 0
AMERICAN INTL GROUP INC COM NEW COM 026874784 81,138 1,524,002 SH   SOLE 0 1,524,002 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 53,730 610,776 SH   SOLE 0 610,776 0 0
AMGEN INC COM COM 031162100 185,760 896,134 SH   SOLE 0 896,134 0 0
ANNALY CAP MGMT INC COM COM 035710409 49,454 4,834,178 SH   SOLE 0 4,834,178 0 0
ANTHEM INC COM COM 036752103 118,294 431,652 SH   SOLE 0 431,652 0 0
APPLE INC COM COM 037833100 457,507 2,026,700 SH   SOLE 0 2,026,700 0 0
APPLE HOSPITALITY REIT INC COM NEW COM 03784Y200 68,124 3,895,000 SH   SOLE 0 3,895,000 0 0
ARROW ELECTRS INC COM COM 042735100 14,169 192,200 SH   SOLE 0 192,200 0 0
ASSURANT INC COM COM 04621X108 31,346 290,379 SH   SOLE 0 290,379 0 0
AUTOLIV INC COM COM 052800109 2,811 32,426 SH   SOLE 0 32,426 0 0
AUTOZONE INC COM COM 053332102 4,985 6,427 SH   SOLE 0 6,427 0 0
AVALONBAY CMNTYS INC COM COM 053484101 388,567 2,145,000 SH   SOLE 0 2,145,000 0 0
AVANGRID INC COM COM 05351W103 1,265 26,400 SH   SOLE 0 26,400 0 0
AVERY DENNISON CORP COM COM 053611109 43,769 403,955 SH   SOLE 0 403,955 0 0
BB T CORP COM COM 054937107 45,752 942,555 SH   SOLE 0 942,555 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 48,599 953,115 SH   SOLE 0 953,115 0 0
BEMIS INC COM COM 081437105 12,427 255,700 SH   SOLE 0 255,700 0 0
W R BERKLEY CORPORATION COM COM 084423102 2,566 32,102 SH   SOLE 0 32,102 0 0
BLACKROCK INC COM COM 09247X101 11,407 24,201 SH   SOLE 0 24,201 0 0
BORGWARNER INC COM COM 099724106 14,887 348,000 SH   SOLE 0 348,000 0 0
BOSTON PROPERTIES INC COM COM 101121101 390,688 3,174,000 SH   SOLE 0 3,174,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW INT 105368203 52,481 3,338,500 SH   SOLE 0 3,338,500 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 16,411 124,374 SH   SOLE 0 124,374 0 0
BROWN BROWN INC COM COM 115236101 21,229 717,940 SH   SOLE 0 717,940 0 0
CBS CORP NEW CL B CLASS B 124857202 25,611 445,800 SH   SOLE 0 445,800 0 0
CDK GLOBAL INC COM COM 12508E101 9,718 155,333 SH   SOLE 0 155,333 0 0
CDW CORP COM COM 12514G108 19,589 220,300 SH   SOLE 0 220,300 0 0
CIGNA CORPORATION COM COM 125509109 85,608 411,085 SH   SOLE 0 411,085 0 0
CIT GROUP INC COM NEW COM 125581801 16,757 324,691 SH   SOLE 0 324,691 0 0
CMS ENERGY CORP COM COM 125896100 8,536 174,200 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 38,012 482,880 SH   SOLE 0 482,880 0 0
CAMPBELL SOUP CO COM COM 134429109 29,700 810,804 SH   SOLE 0 810,804 0 0
CARNIVAL CORP UNIT 99/99/9999 COM 143658300 53,543 839,630 SH   SOLE 0 839,630 0 0
CELANESE CORP DEL COM COM 150870103 33,406 293,034 SH   SOLE 0 293,034 0 0
CELGENE CORP COM COM 151020104 23,328 260,679 SH   SOLE 0 260,679 0 0
CENTERPOINT ENERGY INC COM COM 15189T107 43,365 1,568,361 SH   SOLE 0 1,568,361 0 0
CHURCH DWIGHT INC COM COM 171340102 44,759 753,900 SH   SOLE 0 753,900 0 0
CINCINNATI FINL CORP COM COM 172062101 41,315 537,883 SH   SOLE 0 537,883 0 0
CISCO SYS INC COM COM 17275R102 239,397 4,920,800 SH   SOLE 0 4,920,800 0 0
CITIGROUP INC COM NEW COM 172967424 93,061 1,297,200 SH   SOLE 0 1,297,200 0 0
CITRIX SYS INC COM COM 177376100 31,056 279,382 SH   SOLE 0 279,382 0 0
CLOROX CO DEL COM COM 189054109 4,948 32,900 SH   SOLE 0 32,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CLASS A 192446102 62,685 812,510 SH   SOLE 0 812,510 0 0
COLGATE PALMOLIVE CO COM COM 194162103 28,581 426,900 SH   SOLE 0 426,900 0 0
COMCAST CORP NEW CL A CLASS A 20030N101 168,548 4,759,900 SH   SOLE 0 4,759,900 0 0
CONAGRA BRANDS INC COM COM 205887102 50,149 1,476,265 SH   SOLE 0 1,476,265 0 0
CONSTELLATION BRANDS INC CL A CLASS A 21036P108 14,490 67,200 SH   SOLE 0 67,200 0 0
CORNING INC COM COM 219350105 37,765 1,069,840 SH   SOLE 0 1,069,840 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 115,326 491,000 SH   SOLE 0 491,000 0 0
CUBESMART COM COM 229663109 49,642 1,740,000 SH   SOLE 0 1,740,000 0 0
CUMMINS INC COM COM 231021106 28,703 196,500 SH   SOLE 0 196,500 0 0
D R HORTON INC COM COM 23331A109 18,247 432,600 SH   SOLE 0 432,600 0 0
DXC TECHNOLOGY CO COM COM 23355L106 11,416 122,072 SH   SOLE 0 122,072 0 0
DANAHER CORP DEL COM COM 235851102 48,897 450,000 SH   SOLE 0 450,000 0 0
DARDEN RESTAURANTS INC COM COM 237194105 41,796 375,900 SH   SOLE 0 375,900 0 0
DELTA AIR LINES INC DEL COM NEW COM 247361702 16,661 288,100 SH   SOLE 0 288,100 0 0
DIAMONDROCK HOSPITALITY CO COM COM 252784301 21,123 1,810,000 SH   SOLE 0 1,810,000 0 0
DIGITAL RLTY TR INC COM COM 253868103 357,799 3,181,000 SH   SOLE 0 3,181,000 0 0
DISNEY WALT CO COM DISNEY COM 254687106 213,999 1,829,992 SH   SOLE 0 1,829,992 0 0
DISCOVER FINL SVCS COM COM 254709108 29,838 390,300 SH   SOLE 0 390,300 0 0
DOLLAR GEN CORP NEW COM COM 256677105 79,549 727,806 SH   SOLE 0 727,806 0 0
DOLLAR TREE INC COM COM 256746108 4,485 55,000 SH   SOLE 0 55,000 0 0
DUKE REALTY CORP COM NEW COM 264411505 153,419 5,407,800 SH   SOLE 0 5,407,800 0 0
EPR PPTYS COM SH BEN INT INT 26884U109 83,939 1,227,000 SH   SOLE 0 1,227,000 0 0
EASTMAN CHEM CO COM COM 277432100 52,044 543,708 SH   SOLE 0 543,708 0 0
EBAY INC COM COM 278642103 67,708 2,050,500 SH   SOLE 0 2,050,500 0 0
ECOLAB INC COM COM 278865100 35,684 227,604 SH   SOLE 0 227,604 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107 398,024 6,007,000 SH   SOLE 0 6,007,000 0 0
ESSEX PPTY TR INC COM COM 297178105 265,213 1,075,000 SH   SOLE 0 1,075,000 0 0
EVERSOURCE ENERGY COM COM 30040W108 39,008 634,900 SH   SOLE 0 634,900 0 0
EXELON CORP COM COM 30161N101 51,791 1,186,233 SH   SOLE 0 1,186,233 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 11,393 154,948 SH   SOLE 0 154,948 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 65,327 754,000 SH   SOLE 0 754,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW INT 313747206 163,146 1,290,000 SH   SOLE 0 1,290,000 0 0
F5 NETWORKS INC COM COM 315616102 51,929 260,401 SH   SOLE 0 260,401 0 0
FIDELITY NATL INFORMATION SV COM COM 31620M106 5,265 48,274 SH   SOLE 0 48,274 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303 44,100 1,120,700 SH   SOLE 0 1,120,700 0 0
FIFTH THIRD BANCORP COM COM 316773100 32,182 1,152,642 SH   SOLE 0 1,152,642 0 0
FISERV INC COM COM 337738108 33,957 412,200 SH   SOLE 0 412,200 0 0
FIRSTENERGY CORP COM COM 337932107 28,825 775,501 SH   SOLE 0 775,501 0 0
FORD MTR CO DEL COM PAR $0.01 COM 345370860 29,029 3,138,306 SH   SOLE 0 3,138,306 0 0
FORTUNE BRANDS HOME SEC IN COM COM 34964C106 20,436 390,298 SH   SOLE 0 390,298 0 0
FRANKLIN RES INC COM COM 354613101 14,135 464,800 SH   SOLE 0 464,800 0 0
GALLAGHER ARTHUR J CO COM COM 363576109 9,792 131,545 SH   SOLE 0 131,545 0 0
GENERAL MLS INC COM COM 370334104 55,740 1,298,703 SH   SOLE 0 1,298,703 0 0
GENERAL MTRS CO COM COM 37045V100 16,768 498,000 SH   SOLE 0 498,000 0 0
GENTEX CORP COM COM 371901109 22,355 1,041,713 SH   SOLE 0 1,041,713 0 0
GENUINE PARTS CO COM COM 372460105 18,975 190,900 SH   SOLE 0 190,900 0 0
GILEAD SCIENCES INC COM COM 375558103 121,844 1,578,091 SH   SOLE 0 1,578,091 0 0
GOLDMAN SACHS GROUP INC COM COM 38141G104 90 400 SH   SOLE 0 400 0 0
HCA HEALTHCARE INC COM COM 40412C101 67,274 483,568 SH   SOLE 0 483,568 0 0
HCP INC COM COM 40414L109 226,905 8,621,000 SH   SOLE 0 8,621,000 0 0
HP INC COM COM 40434L105 80,155 3,110,406 SH   SOLE 0 3,110,406 0 0
HAIN CELESTIAL GROUP INC COM COM 405217100 28,376 1,046,297 SH   SOLE 0 1,046,297 0 0
HARLEY DAVIDSON INC COM COM 412822108 6,172 136,255 SH   SOLE 0 136,255 0 0
HARTFORD FINL SVCS GROUP INC COM COM 416515104 59,723 1,195,414 SH   SOLE 0 1,195,414 0 0
HEALTHCARE TR AMER INC CL A NEW CLASS A 42225P501 7,686 288,198 SH   SOLE 0 288,198 0 0
HERSHEY CO COM COM 427866108 43,248 424,000 SH   SOLE 0 424,000 0 0
HOLOGIC INC COM COM 436440101 5,145 125,555 SH   SOLE 0 125,555 0 0
HOME DEPOT INC COM COM 437076102 209,719 1,012,400 SH   SOLE 0 1,012,400 0 0
HORMEL FOODS CORP COM COM 440452100 31,390 796,700 SH   SOLE 0 796,700 0 0
HOST HOTELS RESORTS INC COM COM 44107P104 285,688 13,539,720 SH   SOLE 0 13,539,720 0 0
HUDSON PAC PPTYS INC COM COM 444097109 83,109 2,540,000 SH   SOLE 0 2,540,000 0 0
HUMANA INC COM COM 444859102 52,380 154,733 SH   SOLE 0 154,733 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 15,982 113,254 SH   SOLE 0 113,254 0 0
ILLUMINA INC COM COM 452327109 19,588 53,364 SH   SOLE 0 53,364 0 0
INGREDION INC COM COM 457187102 35,228 335,635 SH   SOLE 0 335,635 0 0
INTEL CORP COM COM 458140100 112,678 2,382,700 SH   SOLE 0 2,382,700 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 10,082 134,629 SH   SOLE 0 134,629 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 170,467 1,127,351 SH   SOLE 0 1,127,351 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100 3,682 160,991 SH   SOLE 0 160,991 0 0
INVITATION HOMES INC COM COM 46187W107 138,056 6,026,000 SH   SOLE 0 6,026,000 0 0
JPMORGAN CHASE CO COM COM 46625H100 143,870 1,274,993 SH   SOLE 0 1,274,993 0 0
JABIL INC COM COM 466313103 13,870 512,200 SH   SOLE 0 512,200 0 0
JOHNSON JOHNSON COM COM 478160104 238,647 1,727,200 SH   SOLE 0 1,727,200 0 0
JUNIPER NETWORKS INC COM COM 48203R104 28,978 966,906 SH   SOLE 0 966,906 0 0
KLA-TENCOR CORP COM COM 482480100 25,255 248,300 SH   SOLE 0 248,300 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 20,821 183,800 SH   SOLE 0 183,800 0 0
KELLOGG CO COM COM 487836108 54,399 776,900 SH   SOLE 0 776,900 0 0
KILROY RLTY CORP COM COM 49427F108 222,025 3,097,019 SH   SOLE 0 3,097,019 0 0
KIMBERLY CLARK CORP COM COM 494368103 87,719 771,900 SH   SOLE 0 771,900 0 0
KIMCO RLTY CORP COM COM 49446R109 142,809 8,531,000 SH   SOLE 0 8,531,000 0 0
LKQ CORP COM COM 501889208 5,204 164,323 SH   SOLE 0 164,323 0 0
LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 51,312 295,438 SH   SOLE 0 295,438 0 0
LAS VEGAS SANDS CORP COM COM 517834107 25,779 434,500 SH   SOLE 0 434,500 0 0
LAUDER ESTEE COS INC CL A CLASS A 518439104 12,454 85,700 SH   SOLE 0 85,700 0 0
LEAR CORP COM NEW COM 521865204 40,382 278,499 SH   SOLE 0 278,499 0 0
LEGGETT PLATT INC COM COM 524660107 12,734 290,805 SH   SOLE 0 290,805 0 0
LIBERTY PPTY TR SH BEN INT INT 531172104 22,449 531,330 SH   SOLE 0 531,330 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM COM 531229409 4,231 97,374 SH   SOLE 0 97,374 0 0
LILLY ELI CO COM COM 532457108 4,255 39,656 SH   SOLE 0 39,656 0 0
LOEWS CORP COM COM 540424108 55,888 1,112,638 SH   SOLE 0 1,112,638 0 0
LOWES COS INC COM COM 548661107 139,902 1,218,445 SH   SOLE 0 1,218,445 0 0
M T BK CORP COM COM 55261F104 42,854 260,449 SH   SOLE 0 260,449 0 0
MACERICH CO COM COM 554382101 73,425 1,328,000 SH   SOLE 0 1,328,000 0 0
MANPOWERGROUP INC COM COM 56418H100 26,355 306,600 SH   SOLE 0 306,600 0 0
MARATHON PETE CORP COM COM 56585A102 47,694 596,397 SH   SOLE 0 596,397 0 0
MARSH MCLENNAN COS INC COM COM 571748102 72,694 878,800 SH   SOLE 0 878,800 0 0
MASCO CORP COM COM 574599106 19,797 540,903 SH   SOLE 0 540,903 0 0
MAXIM INTEGRATED PRODS INC COM COM 57772K101 23,244 412,200 SH   SOLE 0 412,200 0 0
MCCORMICK CO INC COM NON VTG COM 579780206 8,432 64,000 SH   SOLE 0 64,000 0 0
MCDONALDS CORP COM COM 580135101 18,251 109,099 SH   SOLE 0 109,099 0 0
MCKESSON CORP COM COM 58155Q103 24,739 186,500 SH   SOLE 0 186,500 0 0
MERCK CO INC COM COM 58933Y105 181,692 2,561,200 SH   SOLE 0 2,561,200 0 0
METLIFE INC COM COM 59156R108 35,624 762,500 SH   SOLE 0 762,500 0 0
MICROSOFT CORP COM COM 594918104 190,403 1,664,800 SH   SOLE 0 1,664,800 0 0
MOHAWK INDS INC COM COM 608190104 15,255 87,000 SH   SOLE 0 87,000 0 0
MONDELEZ INTL INC CL A CLASS A 609207105 31,120 724,400 SH   SOLE 0 724,400 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 44,085 338,752 SH   SOLE 0 338,752 0 0
NASDAQ INC COM COM 631103108 29,631 345,347 SH   SOLE 0 345,347 0 0
NATIONAL RETAIL PPTYS INC COM COM 637417106 149,028 3,325,029 SH   SOLE 0 3,325,029 0 0
NEWMONT MINING CORP COM COM 651639106 28,489 943,360 SH   SOLE 0 943,360 0 0
NEWS CORP NEW CL A CLASS A 65249B109 11,818 896,000 SH   SOLE 0 896,000 0 0
NEXTERA ENERGY INC COM COM 65339F101 24,526 146,335 SH   SOLE 0 146,335 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 6,209 34,400 SH   SOLE 0 34,400 0 0
OLD REP INTL CORP COM COM 680223104 2,267 101,282 SH   SOLE 0 101,282 0 0
OMNICOM GROUP INC COM COM 681919106 52,728 775,177 SH   SOLE 0 775,177 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 84,710 2,585,000 SH   SOLE 0 2,585,000 0 0
OWENS CORNING NEW COM COM 690742101 43,199 796,000 SH   SOLE 0 796,000 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 66,633 489,266 SH   SOLE 0 489,266 0 0
PPG INDS INC COM COM 693506107 28,374 260,000 SH   SOLE 0 260,000 0 0
PVH CORP COM COM 693656100 28,108 194,651 SH   SOLE 0 194,651 0 0
PACCAR INC COM COM 693718108 24,733 362,700 SH   SOLE 0 362,700 0 0
PACKAGING CORP AMER COM COM 695156109 17,254 157,300 SH   SOLE 0 157,300 0 0
PARAMOUNT GROUP INC COM COM 69924R108 71,609 4,745,451 SH   SOLE 0 4,745,451 0 0
PARK HOTELS RESORTS INC COM COM 700517105 92,338 2,813,464 SH   SOLE 0 2,813,464 0 0
PEPSICO INC COM COM 713448108 155,424 1,390,200 SH   SOLE 0 1,390,200 0 0
PFIZER INC COM COM 717081103 268,181 6,085,350 SH   SOLE 0 6,085,350 0 0
PHYSICIANS RLTY TR COM COM 71943U104 106,791 6,334,000 SH   SOLE 0 6,334,000 0 0
PINNACLE WEST CAP CORP COM COM 723484101 2,312 29,200 SH   SOLE 0 29,200 0 0
PRICE T ROWE GROUP INC COM COM 74144T108 32,951 301,800 SH   SOLE 0 301,800 0 0
PROCTER AND GAMBLE CO COM COM 742718109 215,079 2,584,154 SH   SOLE 0 2,584,154 0 0
PROGRESSIVE CORP OHIO COM COM 743315103 84,800 1,193,700 SH   SOLE 0 1,193,700 0 0
PROLOGIS INC COM COM 74340W103 483,770 7,136,300 SH   SOLE 0 7,136,300 0 0
PRUDENTIAL FINL INC COM COM 744320102 38,826 383,200 SH   SOLE 0 383,200 0 0
PUBLIC SVC ENTERPRISE GROUP COM COM 744573106 16,412 310,900 SH   SOLE 0 310,900 0 0
PUBLIC STORAGE COM COM 74460D109 314,613 1,560,348 SH   SOLE 0 1,560,348 0 0
PULTE GROUP INC COM COM 745867101 20,518 828,327 SH   SOLE 0 828,327 0 0
QTS RLTY TR INC COM CL A CLASS A 74736A103 76,507 1,793,000 SH   SOLE 0 1,793,000 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100 57,474 532,611 SH   SOLE 0 532,611 0 0
REALTY INCOME CORP COM COM 756109104 184,551 3,244,000 SH   SOLE 0 3,244,000 0 0
REGENCY CTRS CORP COM COM 758849103 170,923 2,643,000 SH   SOLE 0 2,643,000 0 0
REPUBLIC SVCS INC COM COM 760759100 25,673 353,333 SH   SOLE 0 353,333 0 0
REXFORD INDL RLTY INC COM COM 76169C100 3,203 100,227 SH   SOLE 0 100,227 0 0
ROBERT HALF INTL INC COM COM 770323103 18,376 261,100 SH   SOLE 0 261,100 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 5,079 27,083 SH   SOLE 0 27,083 0 0
ROSS STORES INC COM COM 778296103 78,316 790,269 SH   SOLE 0 790,269 0 0
SL GREEN RLTY CORP COM COM 78440X101 107,502 1,102,248 SH   SOLE 0 1,102,248 0 0
SCHEIN HENRY INC COM COM 806407102 22,142 260,397 SH   SOLE 0 260,397 0 0
SEALED AIR CORP NEW COM COM 81211K100 15,478 385,506 SH   SOLE 0 385,506 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 662,249 3,746,811 SH   SOLE 0 3,746,811 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102 19,974 220,200 SH   SOLE 0 220,200 0 0
SMUCKER J M CO COM NEW COM 832696405 17,798 173,455 SH   SOLE 0 173,455 0 0
SNAP ON INC COM COM 833034101 45,087 245,571 SH   SOLE 0 245,571 0 0
SOUTHWEST AIRLS CO COM COM 844741108 20,352 325,900 SH   SOLE 0 325,900 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 8,092 295,227 SH   SOLE 0 295,227 0 0
STANLEY BLACK DECKER INC COM COM 854502101 24,543 167,600 SH   SOLE 0 167,600 0 0
STATE STR CORP COM COM 857477103 44,585 532,167 SH   SOLE 0 532,167 0 0
SUN CMNTYS INC COM COM 866674104 75,343 742,000 SH   SOLE 0 742,000 0 0
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 87,150 5,327,005 SH   SOLE 0 5,327,005 0 0
SUNTRUST BKS INC COM COM 867914103 38,923 582,764 SH   SOLE 0 582,764 0 0
SYNOPSYS INC COM COM 871607107 3,527 35,770 SH   SOLE 0 35,770 0 0
SYSCO CORP COM COM 871829107 81,828 1,117,100 SH   SOLE 0 1,117,100 0 0
TJX COS INC NEW COM COM 872540109 139,767 1,247,700 SH   SOLE 0 1,247,700 0 0
TARGET CORP COM COM 87612E106 92,550 1,049,196 SH   SOLE 0 1,049,196 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR ADR 881624209 19,559 908,034 SH   SOLE 0 908,034 0 0
TEXAS INSTRS INC COM COM 882508104 67,485 629,000 SH   SOLE 0 629,000 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 45,954 188,274 SH   SOLE 0 188,274 0 0
TOLL BROTHERS INC COM COM 889478103 22,372 677,318 SH   SOLE 0 677,318 0 0
TORCHMARK CORP COM COM 891027104 41,656 480,521 SH   SOLE 0 480,521 0 0
TOTAL SYS SVCS INC COM COM 891906109 24,695 250,100 SH   SOLE 0 250,100 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 83,892 646,765 SH   SOLE 0 646,765 0 0
TWENTY FIRST CENTY FOX INC CL A CLASS A 90130A101 626 13,503 SH   SOLE 0 13,503 0 0
TYSON FOODS INC CL A CLASS A 902494103 38,177 641,300 SH   SOLE 0 641,300 0 0
UDR INC COM COM 902653104 211,732 5,237,000 SH   SOLE 0 5,237,000 0 0
US BANCORP DEL COM NEW COM 902973304 83,032 1,572,271 SH   SOLE 0 1,572,271 0 0
UNION PAC CORP COM COM 907818108 45,020 276,484 SH   SOLE 0 276,484 0 0
UNITED TECHNOLOGIES CORP COM COM 913017109 31,052 222,098 SH   SOLE 0 222,098 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 233,397 877,300 SH   SOLE 0 877,300 0 0
UNUM GROUP COM COM 91529Y106 17,132 438,500 SH   SOLE 0 438,500 0 0
V F CORP COM COM 918204108 7,327 78,403 SH   SOLE 0 78,403 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 66,460 584,266 SH   SOLE 0 584,266 0 0
VENTAS INC COM COM 92276F100 100,222 1,843,000 SH   SOLE 0 1,843,000 0 0
VEREIT INC COM COM 92339V100 156,109 21,502,611 SH   SOLE 0 21,502,611 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 74,538 1,396,100 SH   SOLE 0 1,396,100 0 0
VICI PPTYS INC COM COM 925652109 57,293 2,650,000 SH   SOLE 0 2,650,000 0 0
VORNADO RLTY TR SH BEN INT INT 929042109 53,436 732,000 SH   SOLE 0 732,000 0 0
WEC ENERGY GROUP INC COM COM 92939U106 4,516 67,650 SH   SOLE 0 67,650 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 123,345 1,691,977 SH   SOLE 0 1,691,977 0 0
WASTE MGMT INC DEL COM COM 94106L109 78,288 866,400 SH   SOLE 0 866,400 0 0
WELLTOWER INC COM COM 95040Q104 449,854 6,994,000 SH   SOLE 0 6,994,000 0 0
WESTERN UN CO COM COM 959802109 30,542 1,602,435 SH   SOLE 0 1,602,435 0 0
WHIRLPOOL CORP COM COM 963320106 4,279 36,036 SH   SOLE 0 36,036 0 0
WYNDHAM DESTINATIONS INC COM COM 98310W108 7,800 179,900 SH   SOLE 0 179,900 0 0
XCEL ENERGY INC COM COM 98389B100 42,596 902,267 SH   SOLE 0 902,267 0 0
XYLEM INC COM COM 98419M100 28,483 356,623 SH   SOLE 0 356,623 0 0
ZIONS BANCORPORATION COM COM 989701107 3,834 76,441 SH   SOLE 0 76,441 0 0