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 8,412 81,153 SH   SOLE 0 81,153 0 0
AMDOCS LTD SHS SHS G02602103 40,307 609,700 SH   SOLE 0 609,700 0 0
ACCENTURE PLC IRELAND SHS CLASS A CLASS A G1151C101 101,543 527,909 SH   SOLE 0 527,909 0 0
COCA COLA EUROPEAN PARTNERS SHS SHS G25839104 42,092 759,104 SH   SOLE 0 759,104 0 0
EATON CORP PLC SHS SHS G29183103 91,113 1,095,768 SH   SOLE 0 1,095,768 0 0
EVEREST RE GROUP LTD COM COM G3223R108 45,796 172,108 SH   SOLE 0 172,108 0 0
HERBALIFE NUTRITION LTD COM SHS SHS G4412G101 4,359 115,125 SH   SOLE 0 115,125 0 0
JANUS HENDERSON GROUP PLC ORD SHS SHS G4474Y214 1,741 77,505 SH   SOLE 0 77,505 0 0
INGERSOLL-RAND PLC SHS SHS G47791101 83,734 679,600 SH   SOLE 0 679,600 0 0
JAZZ PHARMACEUTICALS PLC SHS USD SHS G50871105 27,532 214,861 SH   SOLE 0 214,861 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 36,708 836,359 SH   SOLE 0 836,359 0 0
MEDTRONIC PLC SHS SHS G5960L103 58,357 537,262 SH   SOLE 0 537,262 0 0
WILLIS TOWERS WATSON PUB LTD SHS SHS G96629103 14,815 76,776 SH   SOLE 0 76,776 0 0
CHUBB LIMITED COM COM H1467J104 114,049 706,448 SH   SOLE 0 706,448 0 0
GARMIN LTD SHS SHS H2906T109 50,205 592,807 SH   SOLE 0 592,807 0 0
TE CONNECTIVITY LTD REG SHS SHS H84989104 85,464 917,192 SH   SOLE 0 917,192 0 0
ADECOAGRO S A COM COM L00849106 26,235 4,500,000 SH   SOLE 0 4,500,000 0 0
CHECK POINT SOFTWARE TECH LT ORD ORD M22465104 49,978 456,416 SH   SOLE 0 456,416 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - SHS N53745100 72,851 814,250 SH   SOLE 0 814,250 0 0
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 11,700 108,001 SH   SOLE 0 108,001 0 0
AFLAC INC COM COM 001055102 103,676 1,981,572 SH   SOLE 0 1,981,572 0 0
AES CORP COM COM 00130H105 32,487 1,988,171 SH   SOLE 0 1,988,171 0 0
AT T INC COM COM 00206R102 165,104 4,363,208 SH   SOLE 0 4,363,208 0 0
ABBOTT LABS COM COM 002824100 18,888 225,745 SH   SOLE 0 225,745 0 0
ABBVIE INC COM COM 00287Y109 88,219 1,165,068 SH   SOLE 0 1,165,068 0 0
ADVANCE AUTO PARTS INC COM COM 00751Y106 4,135 25,000 SH   SOLE 0 25,000 0 0
AIR PRODS CHEMS INC COM COM 009158106 5,377 24,237 SH   SOLE 0 24,237 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 97,275 631,490 SH   SOLE 0 631,490 0 0
ALLEGHANY CORP DEL COM COM 017175100 23,573 29,549 SH   SOLE 0 29,549 0 0
ALLSTATE CORP COM COM 020002101 100,966 929,017 SH   SOLE 0 929,017 0 0
ALLY FINL INC COM COM 02005N100 61,546 1,856,032 SH   SOLE 0 1,856,032 0 0
AMEREN CORP COM COM 023608102 30,119 376,253 SH   SOLE 0 376,253 0 0
AMERICAN EXPRESS CO COM COM 025816109 40,096 338,996 SH   SOLE 0 338,996 0 0
AMERICAN INTL GROUP INC COM NEW COM 026874784 42,444 762,002 SH   SOLE 0 762,002 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 50,062 402,976 SH   SOLE 0 402,976 0 0
AMERISOURCEBERGEN CORP COM COM 03073E105 3,293 40,000 SH   SOLE 0 40,000 0 0
AMGEN INC COM COM 031162100 173,411 896,134 SH   SOLE 0 896,134 0 0
APPLE INC COM COM 037833100 453,920 2,026,700 SH   SOLE 0 2,026,700 0 0
AUTOZONE INC COM COM 053332102 82,427 75,996 SH   SOLE 0 75,996 0 0
AVALONBAY CMNTYS INC COM COM 053484101 412,572 1,916,000 SH   SOLE 0 1,916,000 0 0
AVERY DENNISON CORP COM COM 053611109 45,877 403,955 SH   SOLE 0 403,955 0 0
BB T CORP COM COM 054937107 50,304 942,555 SH   SOLE 0 942,555 0 0
BANK AMER CORP COM COM 060505104 152,090 5,213,930 SH   SOLE 0 5,213,930 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 66,438 1,469,539 SH   SOLE 0 1,469,539 0 0
BERKLEY W R CORP COM COM 084423102 3,478 48,153 SH   SOLE 0 48,153 0 0
BEST BUY INC COM COM 086516101 52,690 763,733 SH   SOLE 0 763,733 0 0
BLACKROCK INC COM COM 09247X101 624 1,401 SH   SOLE 0 1,401 0 0
BLOCK H R INC COM COM 093671105 24,002 1,016,170 SH   SOLE 0 1,016,170 0 0
BORGWARNER INC COM COM 099724106 12,765 348,000 SH   SOLE 0 348,000 0 0
BOSTON PROPERTIES INC COM COM 101121101 214,229 1,652,233 SH   SOLE 0 1,652,233 0 0
BRISTOL MYERS SQUIBB CO COM COM 110122108 131,950 2,602,049 SH   SOLE 0 2,602,049 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 967 7,774 SH   SOLE 0 7,774 0 0
BROWN BROWN INC COM COM 115236101 25,889 717,940 SH   SOLE 0 717,940 0 0
CDK GLOBAL INC COM COM 12508E101 13,481 280,333 SH   SOLE 0 280,333 0 0
CDW CORP COM COM 12514G108 27,150 220,300 SH   SOLE 0 220,300 0 0
C H ROBINSON WORLDWIDE INC COM NEW COM 12541W209 6,782 80,000 SH   SOLE 0 80,000 0 0
CIGNA CORP NEW COM COM 125523100 62,399 411,085 SH   SOLE 0 411,085 0 0
CIM COML TR CORP COM NEW ADDED COM 125525584 12,146 783,614 SH   SOLE 0 783,614 0 0
CIT GROUP INC COM NEW COM 125581801 14,712 324,691 SH   SOLE 0 324,691 0 0
CNA FINL CORP COM COM 126117100 5,480 111,279 SH   SOLE 0 111,279 0 0
CAMPBELL SOUP CO COM COM 134429109 38,043 810,804 SH   SOLE 0 810,804 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 14,899 163,764 SH   SOLE 0 163,764 0 0
CARNIVAL CORP UNIT 99/99/9999 COM 143658300 9,175 209,909 SH   SOLE 0 209,909 0 0
CELANESE CORP DEL COM COM 150870103 53,938 441,067 SH   SOLE 0 441,067 0 0
CHEVRON CORP NEW COM COM 166764100 160,013 1,349,184 SH   SOLE 0 1,349,184 0 0
CINCINNATI FINL CORP COM COM 172062101 62,755 537,883 SH   SOLE 0 537,883 0 0
CISCO SYS INC COM COM 17275R102 241,963 4,897,048 SH   SOLE 0 4,897,048 0 0
CITIGROUP INC COM NEW COM 172967424 89,611 1,297,200 SH   SOLE 0 1,297,200 0 0
CITRIX SYS INC COM COM 177376100 33,578 347,887 SH   SOLE 0 347,887 0 0
CLOROX CO DEL COM COM 189054109 4,997 32,900 SH   SOLE 0 32,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CLASS A 192446102 57,159 948,455 SH   SOLE 0 948,455 0 0
COLGATE PALMOLIVE CO COM COM 194162103 63,422 862,773 SH   SOLE 0 862,773 0 0
COMCAST CORP NEW CL A COM 20030N101 220,694 4,895,601 SH   SOLE 0 4,895,601 0 0
COMERICA INC COM COM 200340107 3,300 50,000 SH   SOLE 0 50,000 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR ADR 20441A102 4,752 400,000 SH   SOLE 0 400,000 0 0
CONOCOPHILLIPS COM COM 20825C104 117,507 2,062,244 SH   SOLE 0 2,062,244 0 0
CORNING INC COM COM 219350105 1,907 66,864 SH   SOLE 0 66,864 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 141,462 491,000 SH   SOLE 0 491,000 0 0
CUBESMART COM COM 229663109 153,400 4,395,406 SH   SOLE 0 4,395,406 0 0
CUMMINS INC COM COM 231021106 76,029 467,384 SH   SOLE 0 467,384 0 0
D R HORTON INC COM COM 23331A109 22,802 432,600 SH   SOLE 0 432,600 0 0
DANAHER CORPORATION COM COM 235851102 49,828 345,000 SH   SOLE 0 345,000 0 0
DARDEN RESTAURANTS INC COM COM 237194105 52,752 446,221 SH   SOLE 0 446,221 0 0
DELL TECHNOLOGIES INC CL C CLASS C 24703L202 52,623 1,014,718 SH   SOLE 0 1,014,718 0 0
DELTA AIR LINES INC DEL COM NEW COM 247361702 16,595 288,100 SH   SOLE 0 288,100 0 0
DIGITAL RLTY TR INC COM COM 253868103 382,420 2,946,000 SH   SOLE 0 2,946,000 0 0
DISNEY WALT CO COM DISNEY COM 254687106 83,493 640,676 SH   SOLE 0 640,676 0 0
DISCOVER FINL SVCS COM COM 254709108 31,649 390,300 SH   SOLE 0 390,300 0 0
DOLLAR GEN CORP NEW COM COM 256677105 114,695 721,622 SH   SOLE 0 721,622 0 0
DUKE REALTY CORP COM NEW COM 264411505 472,290 13,903,143 SH   SOLE 0 13,903,143 0 0
EASTMAN CHEMICAL CO COM COM 277432100 25,418 344,274 SH   SOLE 0 344,274 0 0
EBAY INC COM COM 278642103 79,928 2,050,500 SH   SOLE 0 2,050,500 0 0
ECOLAB INC COM COM 278865100 36,559 184,604 SH   SOLE 0 184,604 0 0
EMERSON ELEC CO COM COM 291011104 3,714 55,555 SH   SOLE 0 55,555 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107 464,338 5,383,000 SH   SOLE 0 5,383,000 0 0
ESSEX PPTY TR INC COM COM 297178105 341,349 1,045,000 SH   SOLE 0 1,045,000 0 0
EXELON CORP COM COM 30161N101 57,307 1,186,233 SH   SOLE 0 1,186,233 0 0
EXPEDIA GROUP INC COM NEW COM 30212P303 17,473 130,000 SH   SOLE 0 130,000 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 16,899 227,476 SH   SOLE 0 227,476 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 230,829 1,975,934 SH   SOLE 0 1,975,934 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW INT 313747206 259,668 1,907,362 SH   SOLE 0 1,907,362 0 0
F5 NETWORKS INC COM COM 315616102 36,566 260,401 SH   SOLE 0 260,401 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303 53,831 1,212,137 SH   SOLE 0 1,212,137 0 0
FORTUNE BRANDS HOME SEC IN COM COM 34964C106 24,631 450,298 SH   SOLE 0 450,298 0 0
FRANKLIN RES INC COM COM 354613101 6,707 232,402 SH   SOLE 0 232,402 0 0
GALLAGHER ARTHUR J CO COM COM 363576109 5,582 62,324 SH   SOLE 0 62,324 0 0
GAMING LEISURE PPTYS INC COM COM 36467J108 28,002 732,279 SH   SOLE 0 732,279 0 0
GENERAL MLS INC COM COM 370334104 69,309 1,257,418 SH   SOLE 0 1,257,418 0 0
GENTEX CORP COM COM 371901109 41,561 1,509,395 SH   SOLE 0 1,509,395 0 0
GENUINE PARTS CO COM COM 372460105 50,470 506,779 SH   SOLE 0 506,779 0 0
GILEAD SCIENCES INC COM COM 375558103 131,266 2,071,091 SH   SOLE 0 2,071,091 0 0
GLOBE LIFE INC COM ADDED COM 37959E102 50,205 524,282 SH   SOLE 0 524,282 0 0
HCA HEALTHCARE INC COM COM 40412C101 27,610 229,285 SH   SOLE 0 229,285 0 0
HCP INC COM COM 40414L109 300,895 8,445,000 SH   SOLE 0 8,445,000 0 0
HP INC COM COM 40434L105 72,846 3,850,228 SH   SOLE 0 3,850,228 0 0
HAIN CELESTIAL GROUP INC COM COM 405217100 41,990 1,955,297 SH   SOLE 0 1,955,297 0 0
HARLEY DAVIDSON INC COM COM 412822108 4,901 136,255 SH   SOLE 0 136,255 0 0
HARTFORD FINL SVCS GROUP INC COM COM 416515104 63,932 1,054,812 SH   SOLE 0 1,054,812 0 0
HERSHEY CO COM COM 427866108 78,256 504,913 SH   SOLE 0 504,913 0 0
HOME DEPOT INC COM COM 437076102 239,459 1,032,062 SH   SOLE 0 1,032,062 0 0
HORMEL FOODS CORP COM COM 440452100 34,840 796,700 SH   SOLE 0 796,700 0 0
HOSPITALITY PPTYS TR COM SH BEN INT DELETED INT 44106M102 15,154 587,582 SH   SOLE 0 587,582 0 0
HOST HOTELS RESORTS INC COM COM 44107P104 202,412 11,706,903 SH   SOLE 0 11,706,903 0 0
HUDSON PAC PPTYS INC COM COM 444097109 354,494 10,594,568 SH   SOLE 0 10,594,568 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 26,330 168,254 SH   SOLE 0 168,254 0 0
ILLUMINA INC COM COM 452327109 15,018 49,364 SH   SOLE 0 49,364 0 0
INGREDION INC COM COM 457187102 29,250 357,842 SH   SOLE 0 357,842 0 0
INTEL CORP COM COM 458140100 178,175 3,457,700 SH   SOLE 0 3,457,700 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 12,422 134,629 SH   SOLE 0 134,629 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 174,050 1,196,876 SH   SOLE 0 1,196,876 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100 3,471 160,991 SH   SOLE 0 160,991 0 0
INVITATION HOMES INC COM COM 46187W107 251,141 8,481,630 SH   SOLE 0 8,481,630 0 0
JPMORGAN CHASE CO COM COM 46625H100 154,762 1,314,993 SH   SOLE 0 1,314,993 0 0
JABIL INC COM COM 466313103 18,321 512,200 SH   SOLE 0 512,200 0 0
JOHNSON JOHNSON COM COM 478160104 265,523 2,052,269 SH   SOLE 0 2,052,269 0 0
JUNIPER NETWORKS INC COM COM 48203R104 37,822 1,528,163 SH   SOLE 0 1,528,163 0 0
KLA CORPORATION COM NEW COM 482480100 9,156 57,421 SH   SOLE 0 57,421 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 24,447 183,800 SH   SOLE 0 183,800 0 0
KELLOGG CO COM COM 487836108 49,994 776,900 SH   SOLE 0 776,900 0 0
KILROY RLTY CORP COM COM 49427F108 388,891 4,992,823 SH   SOLE 0 4,992,823 0 0
KIMBERLY CLARK CORP COM COM 494368103 109,648 771,900 SH   SOLE 0 771,900 0 0
LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 49,291 293,396 SH   SOLE 0 293,396 0 0
LAS VEGAS SANDS CORP COM COM 517834107 12,548 217,252 SH   SOLE 0 217,252 0 0
LEAR CORP COM NEW COM 521865204 32,871 278,808 SH   SOLE 0 278,808 0 0
LEGGETT PLATT INC COM COM 524660107 5,953 145,404 SH   SOLE 0 145,404 0 0
LENNAR CORP CL A CLASS A 526057104 2,234 40,000 SH   SOLE 0 40,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM COM 531229409 5,345 127,374 SH   SOLE 0 127,374 0 0
LIFE STORAGE INC COM COM 53223X107 186,245 1,766,864 SH   SOLE 0 1,766,864 0 0
LILLY ELI CO COM COM 532457108 3,832 34,264 SH   SOLE 0 34,264 0 0
LOEWS CORP COM COM 540424108 57,279 1,112,638 SH   SOLE 0 1,112,638 0 0
LOWES COS INC COM COM 548661107 130,007 1,182,314 SH   SOLE 0 1,182,314 0 0
M T BK CORP COM COM 55261F104 41,143 260,449 SH   SOLE 0 260,449 0 0
MANPOWERGROUP INC COM COM 56418H100 29,289 347,687 SH   SOLE 0 347,687 0 0
MARSH MCLENNAN COS INC COM COM 571748102 78,478 784,392 SH   SOLE 0 784,392 0 0
MASCO CORP COM COM 574599106 36,087 865,799 SH   SOLE 0 865,799 0 0
MAXIM INTEGRATED PRODS INC COM COM 57772K101 2,760 47,661 SH   SOLE 0 47,661 0 0
MCDONALDS CORP COM COM 580135101 22,892 106,619 SH   SOLE 0 106,619 0 0
MCKESSON CORP COM COM 58155Q103 70,491 515,810 SH   SOLE 0 515,810 0 0
MERCK CO INC COM COM 58933Y105 215,602 2,561,200 SH   SOLE 0 2,561,200 0 0
METLIFE INC COM COM 59156R108 56,493 1,197,909 SH   SOLE 0 1,197,909 0 0
MICROSOFT CORP COM COM 594918104 78,017 561,155 SH   SOLE 0 561,155 0 0
MONDELEZ INTL INC CL A CLASS A 609207105 51,434 929,747 SH   SOLE 0 929,747 0 0
MORGAN STANLEY COM NEW COM 617446448 13,441 315,000 SH   SOLE 0 315,000 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 47,502 278,752 SH   SOLE 0 278,752 0 0
NRG ENERGY INC COM NEW COM 629377508 1,967 49,661 SH   SOLE 0 49,661 0 0
NVR INC COM COM 62944T105 33,274 8,951 SH   SOLE 0 8,951 0 0
NASDAQ INC COM COM 631103108 29,988 301,841 SH   SOLE 0 301,841 0 0
NEWS CORP NEW CL A CLASS A 65249B109 12,472 896,000 SH   SOLE 0 896,000 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 6,180 34,400 SH   SOLE 0 34,400 0 0
NORTHERN TR CORP COM COM 665859104 13,998 150,000 SH   SOLE 0 150,000 0 0
NUCOR CORP COM COM 670346105 55,642 1,092,957 SH   SOLE 0 1,092,957 0 0
OLD REP INTL CORP COM COM 680223104 28,645 1,215,297 SH   SOLE 0 1,215,297 0 0
OMNICOM GROUP INC COM COM 681919106 60,696 775,177 SH   SOLE 0 775,177 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 105,812 2,532,000 SH   SOLE 0 2,532,000 0 0
ORACLE CORP COM COM 68389X105 166,988 3,034,495 SH   SOLE 0 3,034,495 0 0
OWENS CORNING NEW COM COM 690742101 41,143 651,000 SH   SOLE 0 651,000 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 68,576 489,266 SH   SOLE 0 489,266 0 0
PPG INDS INC COM COM 693506107 53,002 447,236 SH   SOLE 0 447,236 0 0
PACCAR INC COM COM 693718108 36,515 521,573 SH   SOLE 0 521,573 0 0
PACKAGING CORP AMER COM COM 695156109 16,690 157,300 SH   SOLE 0 157,300 0 0
PEPSICO INC COM COM 713448108 182,556 1,331,555 SH   SOLE 0 1,331,555 0 0
PFIZER INC COM COM 717081103 218,144 6,071,354 SH   SOLE 0 6,071,354 0 0
PHILLIPS 66 COM COM 718546104 2,781 27,160 SH   SOLE 0 27,160 0 0
PHYSICIANS RLTY TR COM COM 71943U104 110,139 6,205,000 SH   SOLE 0 6,205,000 0 0
PINNACLE WEST CAP CORP COM COM 723484101 2,834 29,200 SH   SOLE 0 29,200 0 0
PRICE T ROWE GROUP INC COM COM 74144T108 62,178 544,229 SH   SOLE 0 544,229 0 0
PROCTER GAMBLE CO COM COM 742718109 313,195 2,518,047 SH   SOLE 0 2,518,047 0 0
PROGRESSIVE CORP OHIO COM COM 743315103 92,213 1,193,700 SH   SOLE 0 1,193,700 0 0
PROLOGIS INC COM COM 74340W103 352,985 4,142,046 SH   SOLE 0 4,142,046 0 0
PRUDENTIAL FINL INC COM COM 744320102 34,469 383,200 SH   SOLE 0 383,200 0 0
PUBLIC STORAGE COM COM 74460D109 81,595 332,675 SH   SOLE 0 332,675 0 0
PULTE GROUP INC COM COM 745867101 48,266 1,320,545 SH   SOLE 0 1,320,545 0 0
QTS RLTY TR INC COM CL A CLASS A 74736A103 90,276 1,756,000 SH   SOLE 0 1,756,000 0 0
QORVO INC COM COM 74736K101 5,190 70,000 SH   SOLE 0 70,000 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100 57,005 532,611 SH   SOLE 0 532,611 0 0
RLJ LODGING TR COM COM 74965L101 123,056 7,242,838 SH   SOLE 0 7,242,838 0 0
RALPH LAUREN CORP CL A CLASS A 751212101 6,683 70,000 SH   SOLE 0 70,000 0 0
REGENCY CTRS CORP COM COM 758849103 294,362 4,236,035 SH   SOLE 0 4,236,035 0 0
REPUBLIC SVCS INC COM COM 760759100 34,908 403,333 SH   SOLE 0 403,333 0 0
REXFORD INDL RLTY INC COM COM 76169C100 198,463 4,508,463 SH   SOLE 0 4,508,463 0 0
ROBERT HALF INTL INC COM COM 770323103 30,469 547,419 SH   SOLE 0 547,419 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 22,179 134,583 SH   SOLE 0 134,583 0 0
ROSS STORES INC COM COM 778296103 86,811 790,269 SH   SOLE 0 790,269 0 0
SL GREEN RLTY CORP COM COM 78440X101 88,525 1,082,869 SH   SOLE 0 1,082,869 0 0
HENRY SCHEIN INC COM COM 806407102 30,017 472,712 SH   SOLE 0 472,712 0 0
SEALED AIR CORP NEW COM COM 81211K100 15,052 362,610 SH   SOLE 0 362,610 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 554,306 3,561,232 SH   SOLE 0 3,561,232 0 0
SMUCKER J M CO COM NEW COM 832696405 19,084 173,455 SH   SOLE 0 173,455 0 0
SNAP ON INC COM COM 833034101 41,838 267,265 SH   SOLE 0 267,265 0 0
SOUTHWEST AIRLS CO COM COM 844741108 17,602 325,900 SH   SOLE 0 325,900 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 14,260 737,335 SH   SOLE 0 737,335 0 0
STARBUCKS CORP COM COM 855244109 3,086 34,900 SH   SOLE 0 34,900 0 0
STATE STR CORP COM COM 857477103 30,748 519,479 SH   SOLE 0 519,479 0 0
STEEL DYNAMICS INC COM COM 858119100 3,472 116,502 SH   SOLE 0 116,502 0 0
SUN CMNTYS INC COM COM 866674104 203,448 1,370,483 SH   SOLE 0 1,370,483 0 0
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 180,472 13,134,753 SH   SOLE 0 13,134,753 0 0
SYNCHRONY FINL COM COM 87165B103 11,079 325,000 SH   SOLE 0 325,000 0 0
SYSCO CORP COM COM 871829107 85,724 1,079,653 SH   SOLE 0 1,079,653 0 0
TJX COS INC NEW COM COM 872540109 139,094 2,495,400 SH   SOLE 0 2,495,400 0 0
TARGET CORP COM COM 87612E106 115,116 1,076,759 SH   SOLE 0 1,076,759 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS ADS 881624209 11,098 1,613,034 SH   SOLE 0 1,613,034 0 0
TEXAS INSTRS INC COM COM 882508104 87,754 679,000 SH   SOLE 0 679,000 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 55,130 189,274 SH   SOLE 0 189,274 0 0
TOLL BROTHERS INC COM COM 889478103 34,572 842,202 SH   SOLE 0 842,202 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 96,167 646,765 SH   SOLE 0 646,765 0 0
TYSON FOODS INC CL A CLASS A 902494103 75,846 880,500 SH   SOLE 0 880,500 0 0
UDR INC COM COM 902653104 166,604 3,436,556 SH   SOLE 0 3,436,556 0 0
US BANCORP DEL COM NEW COM 902973304 87,009 1,572,271 SH   SOLE 0 1,572,271 0 0
UNION PACIFIC CORP COM COM 907818108 44,785 276,484 SH   SOLE 0 276,484 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 172,296 792,821 SH   SOLE 0 792,821 0 0
UNIVERSAL HLTH SVCS INC CL B CLASS B 913903100 16,095 108,203 SH   SOLE 0 108,203 0 0
VEON LTD SPONSORED ADR ADR 91822M106 559 232,784 SH   SOLE 0 232,784 0 0
VENTAS INC COM COM 92276F100 56,598 775,000 SH   SOLE 0 775,000 0 0
VEREIT INC COM COM 92339V100 378,767 38,728,733 SH   SOLE 0 38,728,733 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 222,837 3,691,803 SH   SOLE 0 3,691,803 0 0
VICI PPTYS INC COM COM 925652109 425,031 18,765,160 SH   SOLE 0 18,765,160 0 0
W P CAREY INC COM COM 92936U109 232,393 2,596,568 SH   SOLE 0 2,596,568 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 93,177 1,684,628 SH   SOLE 0 1,684,628 0 0
WASTE MGMT INC DEL COM COM 94106L109 99,636 866,400 SH   SOLE 0 866,400 0 0
WELLS FARGO CO NEW COM COM 949746101 6,557 130,000 SH   SOLE 0 130,000 0 0
WELLTOWER INC COM COM 95040Q104 621,043 6,851,000 SH   SOLE 0 6,851,000 0 0
WESTERN UN CO COM COM 959802109 53,193 2,295,782 SH   SOLE 0 2,295,782 0 0
XYLEM INC COM COM 98419M100 29,191 366,623 SH   SOLE 0 366,623 0 0
ZIONS BANCORPORATION N A COM COM 989701107 3,403 76,441 SH   SOLE 0 76,441 0 0