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
A.O. SMITH CORP (DEL) CMN COM 831865209 260,000 4,091 SH   SOLE   4,091 0 0
ABBVIE INC CMN COM 00287Y109 270,000 2,849 SH   SOLE   2,849 0 0
ACCENTURE PLC CMN COM G1151C101 442,000 2,880 SH   SOLE   2,880 0 0
ADOBE SYSTEMS INC CMN COM 00724F101 2,382,000 11,026 SH   SOLE   11,026 0 0
ADT INC. CMN COM 00090Q103 215,000 27,076 SH   SOLE   27,076 0 0
AFLAC INCORPORATED CMN COM 001055102 354,000 8,085 SH   SOLE   8,085 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 319,000 2,008 SH   SOLE   2,008 0 0
ALLSTATE CORPORATION COMMON STOCK COM 020002101 284,000 2,998 SH   SOLE   2,998 0 0
AMAZON.COM INC CMN COM 023135106 210,000 145 SH   SOLE   145 0 0
AMDOCS LIMITED ORDINARY SHARES COM G02602103 430,000 6,445 SH   SOLE   6,445 0 0
AMEREN CORPORATION CMN COM 023608102 448,000 7,905 SH   SOLE   7,905 0 0
AMERICAN ASSETS TRUST, INC. CMN COM 024013104 253,000 7,584 SH   SOLE   7,584 0 0
AMERICAN ELECTRIC POWER INC CMN COM 025537101 312,000 4,551 SH   SOLE   4,551 0 0
AMERICAN WATER WORKS CO, INC. CMN COM 030420103 589,000 7,172 SH   SOLE   7,172 0 0
AMETEK INC (NEW) CMN COM 031100100 240,000 3,159 SH   SOLE   3,159 0 0
ARAMARK CMN COM 03852U106 227,000 5,736 SH   SOLE   5,736 0 0
ARRIS INTL PLC CMN COM G0551A103 812,000 30,577 SH   SOLE   30,577 0 0
ARTHUR J GALLAGHER & CO CMN COM 363576109 832,000 12,105 SH   SOLE   12,105 0 0
ASHLAND GLOBAL HOLDINGS INC. CMN COM 044186104 216,000 3,090 SH   SOLE   3,090 0 0
ATLAS AIR WORLDWIDE HOLDINGS CMN COM 049164205 759,000 12,559 SH   SOLE   12,559 0 0
BB&T CORPORATION CMN COM 054937107 587,000 11,280 SH   SOLE   11,280 0 0
BGC PARTNERS, INC CMN CLASS A COM 05541T101 135,000 10,019 SH   SOLE   10,019 0 0
BIOGEN INC. CMN COM 09062X103 7,121,000 26,006 SH   SOLE   26,006 0 0
BLACKHAWK NETWORK HOLDINGS,INC CMN COM 09238E104 1,265,000 28,302 SH   SOLE   28,302 0 0
BOOKING HOLDINGS INC CMN COM 09857L108 275,000 132 SH   SOLE   132 0 0
BORGWARNER INC. CMN COM 099724106 266,000 5,290 SH   SOLE   5,290 0 0
BOSTON SCIENTIFIC CORP. COMMON STOCK COM 101137107 3,036,000 111,133 SH   SOLE   111,133 0 0
BROADCOM LIMITED CMN COM Y09827109 204,000 864 SH   SOLE   864 0 0
CAPITAL ONE FINANCIAL CORP CMN COM 14040H105 663,000 6,924 SH   SOLE   6,924 0 0
CARNIVAL CORPORATION CMN COM 143658300 665,000 10,145 SH   SOLE   10,145 0 0
CBRE GROUP, INC. CMN CLASS A COM 12504L109 3,821,000 80,922 SH   SOLE   80,922 0 0
CELANESE CORPORATION CMN SERIES A COM 150870103 301,000 3,006 SH   SOLE   3,006 0 0
CENTENE CORPORATION CMN COM 15135B101 846,000 7,920 SH   SOLE   7,920 0 0
CHEVRON CORPORATION CMN COM 166764100 246,000 2,161 SH   SOLE   2,161 0 0
CINTAS CORPORATION CMN COM 172908105 498,000 2,920 SH   SOLE   2,920 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A COM 192446102 264,000 3,285 SH   SOLE   3,285 0 0
COLONY NORTHSTAR, INC. CMN CLASS A COM 19625W104 69,000 12,326 SH   SOLE   12,326 0 0
COMERICA INCORPORATED CMN COM 200340107 885,000 9,229 SH   SOLE   9,229 0 0
CONAGRA BRANDS INC CMN COM 205887102 630,000 17,089 SH   SOLE   17,089 0 0
COUSINS PPTYS INC CMN COM 222795106 193,000 22,186 SH   SOLE   22,186 0 0
D.R. HORTON, INC. CMN COM 23331A109 566,000 12,906 SH   SOLE   12,906 0 0
DANAHER CORPORATION CMN COM 235851102 282,000 2,879 SH   SOLE   2,879 0 0
DARDEN RESTAURANTS INC CMN COM 237194105 347,000 4,071 SH   SOLE   4,071 0 0
DELTA AIR LINES, INC. CMN COM 247361702 358,000 6,528 SH   SOLE   6,528 0 0
DOLLAR GENERAL CORPORATION CMN COM 256677105 275,000 2,940 SH   SOLE   2,940 0 0
DOUGLAS EMMETT INC. CMN COM 25960P109 508,000 13,817 SH   SOLE   13,817 0 0
DXC TECHNOLOGY COMPANY CMN COM 23355L106 242,000 2,410 SH   SOLE   2,410 0 0
ETRADE FINANCIAL CORPORATION CMN COM 269246401 2,113,000 38,130 SH   SOLE   38,130 0 0
EAST WEST BANCORP INC CMN COM 27579R104 602,000 9,630 SH   SOLE   9,630 0 0
EASTGROUP PROPERTIES INC CMN COM 277276101 242,000 2,922 SH   SOLE   2,922 0 0
EATON CORP PLC CMN COM G29183103 399,000 4,996 SH   SOLE   4,996 0 0
EBAY INC. CMN COM 278642103 3,551,000 88,241 SH   SOLE   88,241 0 0
ENTERGY CORPORATION CMN COM 29364G103 292,000 3,708 SH   SOLE   3,708 0 0
EOG RESOURCES INC CMN COM 26875P101 269,000 2,551 SH   SOLE   2,551 0 0
FACEBOOK, INC. CMN CLASS A COM 30303M102 218,000 1,367 SH   SOLE   1,367 0 0
FACTSET RESEARCH SYSTEMS INC CMN COM 303075105 277,000 1,391 SH   SOLE   1,391 0 0
FEDERAL RLTY INVT TR SBI CMN COM 313747206 207,000 1,785 SH   SOLE   1,785 0 0
FEDEX CORP CMN COM 31428X106 420,000 1,749 SH   SOLE   1,749 0 0
FIFTH THIRD BANCORP CMN COM 316773100 359,000 11,305 SH   SOLE   11,305 0 0
FIRSTENERGY CORP. CMN COM 337932107 204,000 5,990 SH   SOLE   5,990 0 0
FISERV, INC. CMN COM 337738108 1,544,000 21,652 SH   SOLE   21,652 0 0
FOREST CITY REALTY TRUST, INC. CMN CLASS A COM 345605109 288,000 14,215 SH   SOLE   14,215 0 0
FREEPORT-MCMORAN INC CMN COM 35671D857 187,000 10,658 SH   SOLE   10,658 0 0
FTI CONSULTING, INC. CMN COM 302941109 930,000 19,204 SH   SOLE   19,204 0 0
GENERAL DYNAMICS CORP. CMN COM 369550108 202,000 915 SH   SOLE   915 0 0
GLOBALSTAR, INC. CMN COM 378973408 13,000 18,509 SH   SOLE   18,509 0 0
GOLDMAN SACHS GROUP, INC.(THE) CMN COM 38141G104 324,000 1,287 SH   SOLE   1,287 0 0
HEALTHEQUITY INC. CMN COM 42226A107 305,000 5,039 SH   SOLE   5,039 0 0
HONEYWELL INTL INC CMN COM 438516106 593,000 4,101 SH   SOLE   4,101 0 0
HUNTINGTON BANCSHARES INCORPORATED CMN COM 446150104 381,000 25,201 SH   SOLE   25,201 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 227,000 881 SH   SOLE   881 0 0
INGEVITY CORPORATION CMN COM 45688C107 797,000 10,817 SH   SOLE   10,817 0 0
IQVIA HOLDINGS INC. CMN COM 46266C105 236,000 2,404 SH   SOLE   2,404 0 0
ITT INC. CMN COM 45073V108 255,000 5,202 SH   SOLE   5,202 0 0
J B HUNT TRANS SVCS INC CMN COM 445658107 239,000 2,044 SH   SOLE   2,044 0 0
JACOBS ENGINEERING GRP CMN COM 469814107 408,000 6,897 SH   SOLE   6,897 0 0
JOHNSON & JOHNSON CMN COM 478160104 204,000 1,595 SH   SOLE   1,595 0 0
KILROY REALTY CORP COMMON STOCK COM 49427F108 259,000 3,652 SH   SOLE   3,652 0 0
KINDER MORGAN INC CMN CLASS P COM 49456B101 609,000 40,469 SH   SOLE   40,469 0 0
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. CMN COM 499049104 224,000 4,861 SH   SOLE   4,861 0 0
L3 TECHNOLOGIES INC CMN COM 502413107 333,000 1,599 SH   SOLE   1,599 0 0
LABORATORY CORPORATION OF AMERICA HOLDINGS CMN COM 50540R409 2,236,000 13,826 SH   SOLE   13,826 0 0
LADDER CAP CORP CMN CLASS A COM 505743104 163,000 10,805 SH   SOLE   10,805 0 0
LEAR CORPORATION CMN COM 521865204 432,000 2,320 SH   SOLE   2,320 0 0
LIBRTY INTRACTVE CORP QVC GRP INTERACTIVE CMN CLASS A COM 53071M104 848,000 33,705 SH   SOLE   33,705 0 0
MARATHON OIL CORPORATION CMN COM 565849106 164,000 10,141 SH   SOLE   10,141 0 0
MARKEL CORPORATION CMN COM 570535104 309,000 264 SH   SOLE   264 0 0
MASCO CORPORATION CMN COM 574599106 360,000 8,890 SH   SOLE   8,890 0 0
MB FINANCIAL INC NEW CMN COM 55264U108 244,000 6,026 SH   SOLE   6,026 0 0
MCCORMICK & CO NON VTG SHRS CMN COM 579780206 360,000 3,387 SH   SOLE   3,387 0 0
MID-AMERICA APT CMNTYS INC CMN COM 59522J103 207,000 2,272 SH   SOLE   2,272 0 0
MOHAWK INDUSTRIES INC COMMON STOCK COM 608190104 2,635,000 11,347 SH   SOLE   11,347 0 0
MOLSON COORS BREWING CO CMN CLASS B COM 60871R209 235,000 3,120 SH   SOLE   3,120 0 0
NATIONAL RETAIL PROPERTIES INC CMN COM 637417106 311,000 7,921 SH   SOLE   7,921 0 0
NEXTERA ENERGY, INC. CMN COM 65339F101 349,000 2,138 SH   SOLE   2,138 0 0
NUANCE COMMUNICATIONS, INC. CMN COM 67020Y100 167,000 10,604 SH   SOLE   10,604 0 0
NUCOR CORPORATION CMN COM 670346105 341,000 5,580 SH   SOLE   5,580 0 0
OCCIDENTAL PETROLEUM CORP CMN COM 674599105 878,000 13,514 SH   SOLE   13,514 0 0
PACKAGING CORP OF AMERICA COMMON STOCK COM 695156109 482,000 4,280 SH   SOLE   4,280 0 0
PEOPLE'S UNITED FINANCIAL, INC. CMN COM 712704105 237,000 12,713 SH   SOLE   12,713 0 0
PINNACLE WEST CAPITAL CORP CMN COM 723484101 350,000 4,386 SH   SOLE   4,386 0 0
PNC FINANCIAL SERVICES GROUP, INC., THE CMN COM 693475105 529,000 3,499 SH   SOLE   3,499 0 0
PROCTER & GAMBLE COMPANY (THE) CMN COM 742718109 274,000 3,462 SH   SOLE   3,462 0 0
PROLOGIS INC CMN COM 74340W103 534,000 8,481 SH   SOLE   8,481 0 0
PRUDENTIAL FINANCIAL INC CMN COM 744320102 275,000 2,655 SH   SOLE   2,655 0 0
QUANTA SERVICES INC CMN COM 74762E102 1,279,000 37,240 SH   SOLE   37,240 0 0
REALTY INCOME CORPORATION CMN COM 756109104 285,000 5,514 SH   SOLE   5,514 0 0
RED HAT, INC. CMN COM 756577102 245,000 1,642 SH   SOLE   1,642 0 0
REGENCY CENTERS CORPORATION CMN COM 758849103 311,000 5,278 SH   SOLE   5,278 0 0
REGIONS FINANCIAL CORPORATION CMN COM 7591EP100 219,000 11,762 SH   SOLE   11,762 0 0
REINSURANCE GROUP AMER INC CMN COM 759351604 289,000 1,875 SH   SOLE   1,875 0 0
RITE AID CORPORATION CMN COM 767754104 20,000 12,084 SH   SOLE   12,084 0 0
ROPER TECHNOLOGIES INC CMN COM 776696106 204,000 727 SH   SOLE   727 0 0
SENSIENT TECHNOLOGIES CORP CMN COM 81725T100 226,000 3,199 SH   SOLE   3,199 0 0
SHERWIN-WILLIAMS CO CMN COM 824348106 256,000 653 SH   SOLE   653 0 0
SKECHERS USA INC CL-A CMN CLASS A COM 830566105 1,940,000 49,875 SH   SOLE   49,875 0 0
SONOCO PRODUCTS CO CMN COM 835495102 246,000 5,081 SH   SOLE   5,081 0 0
SPIRE INC. CMN COM 84857L101 235,000 3,250 SH   SOLE   3,250 0 0
STATE STREET CORPORATION (NEW) CMN COM 857477103 283,000 2,835 SH   SOLE   2,835 0 0
SUNTRUST BANKS INC CMN COM 867914103 218,000 3,198 SH   SOLE   3,198 0 0
SUPERIOR ENERGY SERVICES INC CMN COM 868157108 120,000 14,223 SH   SOLE   14,223 0 0
TE CONNECTIVITY LTD CMN COM H84989104 443,000 4,433 SH   SOLE   4,433 0 0
TEXAS INSTRUMENTS INC. CMN COM 882508104 238,000 2,288 SH   SOLE   2,288 0 0
THE PROGRESSIVE CORPORATION CMN COM 743315103 464,000 7,608 SH   SOLE   7,608 0 0
TRIBUNE MEDIA CO - A CMN CLASS A COM 896047503 206,000 5,075 SH   SOLE   5,075 0 0
ULTRA PETROLEUM CORPORATION CMN COM 903914208 45,000 10,875 SH   SOLE   10,875 0 0
UNUM GROUP CMN COM 91529Y106 274,000 5,764 SH   SOLE   5,764 0 0
US FOODS HOLDING CORP. CMN COM 912008109 2,232,000 68,097 SH   SOLE   68,097 0 0
VENTAS, INC. CMN COM 92276F100 314,000 6,334 SH   SOLE   6,334 0 0
VERIFONE SYSTEMS INC CMN COM 92342Y109 178,000 11,555 SH   SOLE   11,555 0 0
VERTEX PHARMACEUTICALS INCORPORATED CMN COM 92532F100 2,853,000 17,507 SH   SOLE   17,507 0 0
WALGREENS BOOTS ALLIANCE, INC. CMN COM 931427108 414,000 6,330 SH   SOLE   6,330 0 0
WATERS CORPORATION COMMON STOCK COM 941848103 250,000 1,259 SH   SOLE   1,259 0 0
WELLCARE HEALTH PLANS INC CMN COM 94946T106 2,407,000 12,432 SH   SOLE   12,432 0 0
WESTERN ALLIANCE BANCORP CMN COM 957638109 421,000 7,246 SH   SOLE   7,246 0 0