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value="Sedol"/></identifiers><balance>5609</balance><units>NS</units><curCd>USD</curCd><valUSD>768770</valUSD><pctVal>0.0693</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Align Technology Inc</name><lei>549300N5YSE0U3LCP840</lei><title>Align Technology Inc</title><cusip>016255101</cusip><identifiers><isin value="US0162551016"/><ticker value="ALGN"/><other otherDesc="2679204" value="Sedol"/></identifiers><balance>21689</balance><units>NS</units><curCd>USD</curCd><valUSD>3772802</valUSD><pctVal>0.3402</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Alliant Energy Corp</name><lei>5493009ML300G373MZ12</lei><title>Alliant Energy Corp</title><cusip>018802108</cusip><identifiers><isin value="US0188021085"/><ticker value="LNT"/><other otherDesc="2973821" value="Sedol"/></identifiers><balance>33000</balance><units>NS</units><curCd>USD</curCd><valUSD>1593570</valUSD><pctVal>0.1437</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Alnylam Pharmaceuticals Inc</name><lei>529900S3ZI14OWRJII50</lei><title>Alnylam Pharmaceuticals Inc</title><cusip>02043Q107</cusip><identifiers><isin value="US02043Q1076"/><ticker value="ALNY"/><other otherDesc="B00FWN1" value="Sedol"/></identifiers><balance>110166</balance><units>NS</units><curCd>USD</curCd><valUSD>11991569</valUSD><pctVal>1.0813</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Alphabet Inc</name><lei>5493006MHB84DD0ZWV18</lei><title>Alphabet Inc</title><cusip>02079K107</cusip><identifiers><isin value="US02079K1079"/><ticker value="GOOG"/><other otherDesc="BYY88Y7" value="Sedol"/></identifiers><balance>1172</balance><units>NS</units><curCd>USD</curCd><valUSD>1362813</valUSD><pctVal>0.1229</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Alphabet Inc</name><lei>5493006MHB84DD0ZWV18</lei><title>Alphabet Inc</title><cusip>02079K305</cusip><identifiers><isin value="US02079K3059"/><ticker value="GOOGL"/><other otherDesc="BYVY8G0" value="Sedol"/></identifiers><balance>1308</balance><units>NS</units><curCd>USD</curCd><valUSD>1519831</valUSD><pctVal>0.137</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Altice USA Inc</name><lei>54930064K3612MGCER95</lei><title>Altice USA Inc</title><cusip>02156K103</cusip><identifiers><isin value="US02156K1034"/><ticker value="ATUS"/><other otherDesc="BDRY7P9" value="Sedol"/></identifiers><balance>69864</balance><units>NS</units><curCd>USD</curCd><valUSD>1557269</valUSD><pctVal>0.1404</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Altria Group Inc</name><lei>XSGZFLO9YTNO9VCQV219</lei><title>Altria Group Inc</title><cusip>02209S103</cusip><identifiers><isin value="US02209S1033"/><ticker value="MO"/><other otherDesc="2692632" value="Sedol"/></identifiers><balance>42100</balance><units>NS</units><curCd>USD</curCd><valUSD>1628007</valUSD><pctVal>0.1468</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Ameren Corp</name><lei>XRZQ5S7HYJFPHJ78L959</lei><title>Ameren Corp</title><cusip>023608102</cusip><identifiers><isin value="US0236081024"/><ticker value="AEE"/><other otherDesc="2050832" value="Sedol"/></identifiers><balance>137482</balance><units>NS</units><curCd>USD</curCd><valUSD>10012814</valUSD><pctVal>0.9028</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>American Electric Power Co Inc</name><lei>1B4S6S7G0TW5EE83BO58</lei><title>American Electric Power Co Inc</title><cusip>025537101</cusip><identifiers><isin value="US0255371017"/><ticker value="AEP"/><other otherDesc="2026242" value="Sedol"/></identifiers><balance>86494</balance><units>NS</units><curCd>USD</curCd><valUSD>6917790</valUSD><pctVal>0.6238</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>American Homes 4 Rent</name><lei>549300ZJUO7A58PNUW40</lei><title>American Homes 4 Rent</title><cusip>02665T306</cusip><identifiers><isin value="US02665T3068"/><ticker value="AMH"/><other otherDesc="BCF5RR9" value="Sedol"/></identifiers><balance>49000</balance><units>NS</units><curCd>USD</curCd><valUSD>1136800</valUSD><pctVal>0.1025</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>American Tower Corp</name><lei>5493006ORUSIL88JOE18</lei><title>American Tower Corp</title><cusip>03027X100</cusip><identifiers><isin value="US03027X1000"/><ticker value="AMT"/><other otherDesc="B7FBFL2" value="Sedol"/></identifiers><balance>77447</balance><units>NS</units><curCd>USD</curCd><valUSD>16864084</valUSD><pctVal>1.5206</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>American Water Works Co Inc</name><lei>549300DXHIJQMD5WFW18</lei><title>American Water Works Co Inc</title><cusip>030420103</cusip><identifiers><isin value="US0304201033"/><ticker value="AWK"/><other otherDesc="B2R3PV1" value="Sedol"/></identifiers><balance>201425</balance><units>NS</units><curCd>USD</curCd><valUSD>24082373</valUSD><pctVal>2.1715</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Amgen Inc</name><lei>62QBXGPJ34PQ72Z12S66</lei><title>Amgen Inc</title><cusip>031162100</cusip><identifiers><isin value="US0311621009"/><ticker value="AMGN"/><other otherDesc="2023607" value="Sedol"/></identifiers><balance>20324</balance><units>NS</units><curCd>USD</curCd><valUSD>4120284</valUSD><pctVal>0.3715</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Amphenol Corp</name><lei>549300D3L3G0R4U4VT04</lei><title>Amphenol Corp</title><cusip>032095101</cusip><identifiers><isin value="US0320951017"/><ticker value="APH"/><other otherDesc="2145084" value="Sedol"/></identifiers><balance>19547</balance><units>NS</units><curCd>USD</curCd><valUSD>1424585</valUSD><pctVal>0.1285</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Annaly Capital Management Inc</name><lei>2DTL0G3FPRYUT58TI025</lei><title>Annaly Capital Management Inc</title><cusip>035710409</cusip><identifiers><isin value="US0357104092"/><ticker value="NLY"/><other otherDesc="2113456" value="Sedol"/></identifiers><balance>334068</balance><units>NS</units><curCd>USD</curCd><valUSD>1693725</valUSD><pctVal>0.1527</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>ANSYS Inc</name><lei>549300VJV8H15Z5FJ571</lei><title>ANSYS Inc</title><cusip>03662Q105</cusip><identifiers><isin value="US03662Q1058"/><ticker value="ANSS"/><other otherDesc="2045623" value="Sedol"/></identifiers><balance>39443</balance><units>NS</units><curCd>USD</curCd><valUSD>9169314</valUSD><pctVal>0.8268</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Apartment Investment &amp; Managem</name><lei>549300O8FT5GJ4RU1D57</lei><title>Apartment Investment &amp; Management Co</title><cusip>03748R754</cusip><identifiers><isin value="US03748R7540"/><ticker value="AIV"/><other otherDesc="BJLNBG3" value="Sedol"/></identifiers><balance>17855</balance><units>NS</units><curCd>USD</curCd><valUSD>627603</valUSD><pctVal>0.0566</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Apple Inc</name><lei>HWUPKR0MPOU8FGXBT394</lei><title>Apple Inc</title><cusip>037833100</cusip><identifiers><isin value="US0378331005"/><ticker value="AAPL"/><other otherDesc="2046251" value="Sedol"/></identifiers><balance>82056</balance><units>NS</units><curCd>USD</curCd><valUSD>20866020</valUSD><pctVal>1.8814</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Aramark</name><lei>549300MR6PG2DWZUIL39</lei><title>Aramark</title><cusip>03852U106</cusip><identifiers><isin value="US03852U1060"/><ticker value="ARMK"/><other otherDesc="BH3XG17" value="Sedol"/></identifiers><balance>10771</balance><units>NS</units><curCd>USD</curCd><valUSD>215097</valUSD><pctVal>0.0194</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Archer-Daniels-Midland Co</name><lei>549300LO13MQ9HYSTR83</lei><title>Archer-Daniels-Midland Co</title><cusip>039483102</cusip><identifiers><isin value="US0394831020"/><ticker value="ADM"/><other otherDesc="2047317" value="Sedol"/></identifiers><balance>8592</balance><units>NS</units><curCd>USD</curCd><valUSD>302267</valUSD><pctVal>0.0273</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Arconic Inc</name><lei>549300HO5WFZUT5N2T22</lei><title>Arconic Inc</title><cusip>03965L100</cusip><identifiers><isin value="US03965L1008"/><ticker value="ARNC"/><other otherDesc="BD8BVP7" value="Sedol"/></identifiers><balance>162487</balance><units>NS</units><curCd>USD</curCd><valUSD>2609541</valUSD><pctVal>0.2353</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Arrow Electronics Inc</name><lei>549300YNNLBXT8N8R512</lei><title>Arrow Electronics Inc</title><cusip>042735100</cusip><identifiers><isin value="US0427351004"/><ticker value="ARW"/><other otherDesc="2051404" value="Sedol"/></identifiers><balance>53088</balance><units>NS</units><curCd>USD</curCd><valUSD>2753675</valUSD><pctVal>0.2483</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Assurant Inc</name><lei>H3F39CAXWQRVWURFXL38</lei><title>Assurant Inc</title><cusip>04621X108</cusip><identifiers><isin value="US04621X1081"/><ticker value="AIZ"/><other otherDesc="2331430" value="Sedol"/></identifiers><balance>37665</balance><units>NS</units><curCd>USD</curCd><valUSD>3920550</valUSD><pctVal>0.3535</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Atmos Energy Corp</name><lei>QVLWEGTD2S8GJMO8D383</lei><title>Atmos Energy Corp</title><cusip>049560105</cusip><identifiers><isin value="US0495601058"/><ticker value="ATO"/><other otherDesc="2315359" value="Sedol"/></identifiers><balance>33259</balance><units>NS</units><curCd>USD</curCd><valUSD>3300291</valUSD><pctVal>0.2976</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Autodesk Inc</name><lei>FRKKVKAIQEF3FCSTPG55</lei><title>Autodesk Inc</title><cusip>052769106</cusip><identifiers><isin value="US0527691069"/><ticker value="ADSK"/><other otherDesc="2065159" value="Sedol"/></identifiers><balance>17339</balance><units>NS</units><curCd>USD</curCd><valUSD>2706618</valUSD><pctVal>0.2441</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>AutoZone Inc</name><lei>GA3JGKJ41LJKXDN23E90</lei><title>AutoZone Inc</title><cusip>053332102</cusip><identifiers><isin value="US0533321024"/><ticker value="AZO"/><other otherDesc="2065955" value="Sedol"/></identifiers><balance>18153</balance><units>NS</units><curCd>USD</curCd><valUSD>15357438</valUSD><pctVal>1.3848</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Bank of America Corp</name><lei>9DJT3UXIJIZJI4WXO774</lei><title>Bank of America Corp</title><cusip>060505104</cusip><identifiers><isin value="US0605051046"/><ticker value="BAC"/><other otherDesc="2295677" value="Sedol"/></identifiers><balance>104716</balance><units>NS</units><curCd>USD</curCd><valUSD>2223121</valUSD><pctVal>0.2005</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Bank of Hawaii Corp</name><lei>5493006Q8BQ8AD8M2U33</lei><title>Bank of Hawaii Corp</title><cusip>062540109</cusip><identifiers><isin value="US0625401098"/><ticker value="BOH"/><other otherDesc="2074070" value="Sedol"/></identifiers><balance>15152</balance><units>NS</units><curCd>USD</curCd><valUSD>836996</valUSD><pctVal>0.0755</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Baxter International Inc</name><lei>J5OIVXX3P24RJRW5CK77</lei><title>Baxter International Inc</title><cusip>071813109</cusip><identifiers><isin value="US0718131099"/><ticker value="BAX"/><other otherDesc="2085102" value="Sedol"/></identifiers><balance>5173</balance><units>NS</units><curCd>USD</curCd><valUSD>419996</valUSD><pctVal>0.0379</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Best Buy Co Inc</name><lei>HL5XPTVRV0O8TUN5LL90</lei><title>Best Buy Co Inc</title><cusip>086516101</cusip><identifiers><isin value="US0865161014"/><ticker value="BBY"/><other otherDesc="2094670" value="Sedol"/></identifiers><balance>28032</balance><units>NS</units><curCd>USD</curCd><valUSD>1597824</valUSD><pctVal>0.1441</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>BioMarin Pharmaceutical Inc</name><lei>NSLL8ITTRR0J5HEMR848</lei><title>BioMarin Pharmaceutical Inc</title><cusip>09061G101</cusip><identifiers><isin value="US09061G1013"/><ticker value="BMRN"/><other otherDesc="2437071" value="Sedol"/></identifiers><balance>11108</balance><units>NS</units><curCd>USD</curCd><valUSD>938626</valUSD><pctVal>0.0846</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Black Knight Inc</name><lei>549300TUSNXS3BFFML48</lei><title>Black Knight Inc</title><cusip>09215C105</cusip><identifiers><isin value="US09215C1053"/><ticker value="BKI"/><other otherDesc="BDG75V1" value="Sedol"/></identifiers><balance>7084</balance><units>NS</units><curCd>USD</curCd><valUSD>411297</valUSD><pctVal>0.0371</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>BlackRock Inc</name><lei>549300LRIF3NWCU26A80</lei><title>BlackRock Inc</title><cusip>09247X101</cusip><identifiers><isin value="US09247X1019"/><ticker value="BLK"/><other otherDesc="2494504" value="Sedol"/></identifiers><balance>3155</balance><units>NS</units><curCd>USD</curCd><valUSD>1388105</valUSD><pctVal>0.1252</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Boeing Co</name><lei>RVHJWBXLJ1RFUBSY1F30</lei><title>Boeing Co</title><cusip>097023105</cusip><identifiers><isin value="US0970231058"/><ticker value="BA"/><other otherDesc="2108601" value="Sedol"/></identifiers><balance>787</balance><units>NS</units><curCd>USD</curCd><valUSD>117373</valUSD><pctVal>0.0106</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Bright Horizons Family Solutio</name><lei>254900BHOU40CFNXWQ75</lei><title>Bright Horizons Family Solutions Inc</title><cusip>109194100</cusip><identifiers><isin value="US1091941005"/><ticker value="BFAM"/><other otherDesc="B7MJWP2" value="Sedol"/></identifiers><balance>9905</balance><units>NS</units><curCd>USD</curCd><valUSD>1010310</valUSD><pctVal>0.0911</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Bristol-Myers Squibb Co</name><lei>HLYYNH7UQUORYSJQCN42</lei><title>Bristol-Myers Squibb Co</title><cusip>110122108</cusip><identifiers><isin value="US1101221083"/><ticker value="BMY"/><other otherDesc="2126335" value="Sedol"/></identifiers><balance>370384</balance><units>NS</units><curCd>USD</curCd><valUSD>20645204</valUSD><pctVal>1.8615</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Brixmor Property Group Inc</name><lei>5299007UXW6Y0W2EGZ95</lei><title>Brixmor Property Group Inc</title><cusip>11120U105</cusip><identifiers><isin value="US11120U1051"/><ticker value="BRX"/><other otherDesc="BFTDJL8" value="Sedol"/></identifiers><balance>193918</balance><units>NS</units><curCd>USD</curCd><valUSD>1842221</valUSD><pctVal>0.1661</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Brown &amp; Brown Inc</name><lei>549300PC8KTJ71XKFY89</lei><title>Brown &amp; Brown Inc</title><cusip>115236101</cusip><identifiers><isin value="US1152361010"/><ticker value="BRO"/><other otherDesc="2692687" value="Sedol"/></identifiers><balance>277027</balance><units>NS</units><curCd>USD</curCd><valUSD>10033918</valUSD><pctVal>0.9047</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Brown-Forman Corp</name><lei>549300873K3LXF7ARU34</lei><title>Brown-Forman Corp</title><cusip>115637209</cusip><identifiers><isin value="US1156372096"/><ticker value="BF/B"/><other otherDesc="2146838" value="Sedol"/></identifiers><balance>132104</balance><units>NS</units><curCd>USD</curCd><valUSD>7333093</valUSD><pctVal>0.6612</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Brunswick Corp/DE</name><lei>YM4O38W15AX4YLLQKU27</lei><title>Brunswick Corp/DE</title><cusip>117043109</cusip><identifiers><isin value="US1170431092"/><ticker value="BC"/><other otherDesc="2149309" value="Sedol"/></identifiers><balance>44182</balance><units>NS</units><curCd>USD</curCd><valUSD>1562717</valUSD><pctVal>0.1409</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Burlington Stores Inc</name><lei>5299003Z37DVGKKC1W09</lei><title>Burlington Stores Inc</title><cusip>122017106</cusip><identifiers><isin value="US1220171060"/><ticker value="BURL"/><other otherDesc="BF311Y5" value="Sedol"/></identifiers><balance>9830</balance><units>NS</units><curCd>USD</curCd><valUSD>1557662</valUSD><pctVal>0.1405</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Cboe Global Markets Inc</name><lei>529900RLNSGA90UPEH54</lei><title>Cboe Global Markets Inc</title><cusip>12503M108</cusip><identifiers><isin value="US12503M1080"/><ticker value="CBOE"/><other otherDesc="B5834C5" value="Sedol"/></identifiers><balance>122200</balance><units>NS</units><curCd>USD</curCd><valUSD>10906350</valUSD><pctVal>0.9834</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>CDK Global Inc</name><lei>5493000L10CYRTHIJ385</lei><title>CDK Global Inc</title><cusip>12508E101</cusip><identifiers><isin value="US12508E1010"/><ticker value="CDK"/><other otherDesc="BQXTWQ5" value="Sedol"/></identifiers><balance>49265</balance><units>NS</units><curCd>USD</curCd><valUSD>1618355</valUSD><pctVal>0.1459</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>CDW Corp/DE</name><lei>N/A</lei><title>CDW Corp/DE</title><cusip>12514G108</cusip><identifiers><isin value="US12514G1085"/><ticker value="CDW"/><other otherDesc="BBM5MD6" value="Sedol"/></identifiers><balance>18637</balance><units>NS</units><curCd>USD</curCd><valUSD>1738273</valUSD><pctVal>0.1567</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Cigna Corp</name><lei>549300VIWYMSIGT1U456</lei><title>Cigna Corp</title><cusip>125523100</cusip><identifiers><isin value="US1255231003"/><ticker value="CI"/><other otherDesc="BHJ0775" value="Sedol"/></identifiers><balance>22498</balance><units>NS</units><curCd>USD</curCd><valUSD>3986196</valUSD><pctVal>0.3594</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>CME Group Inc</name><lei>LCZ7XYGSLJUHFXXNXD88</lei><title>CME Group Inc</title><cusip>12572Q105</cusip><identifiers><isin value="US12572Q1058"/><ticker value="CME"/><other otherDesc="2965839" value="Sedol"/></identifiers><balance>47510</balance><units>NS</units><curCd>USD</curCd><valUSD>8214954</valUSD><pctVal>0.7407</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>CMS Energy Corp</name><lei>549300IA9XFBAGNIBW29</lei><title>CMS Energy Corp</title><cusip>125896100</cusip><identifiers><isin value="US1258961002"/><ticker value="CMS"/><other otherDesc="2219224" value="Sedol"/></identifiers><balance>68054</balance><units>NS</units><curCd>USD</curCd><valUSD>3998172</valUSD><pctVal>0.3605</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>CVS Health Corp</name><lei>549300EJG376EN5NQE29</lei><title>CVS Health Corp</title><cusip>126650100</cusip><identifiers><isin value="US1266501006"/><ticker value="CVS"/><other otherDesc="2577609" value="Sedol"/></identifiers><balance>151606</balance><units>NS</units><curCd>USD</curCd><valUSD>8994784</valUSD><pctVal>0.811</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Cable One Inc</name><lei>549300648QS85T0XSH18</lei><title>Cable One Inc</title><cusip>12685J105</cusip><identifiers><isin value="US12685J1051"/><ticker value="CABO"/><other otherDesc="BZ07DS4" value="Sedol"/></identifiers><balance>7733</balance><units>NS</units><curCd>USD</curCd><valUSD>12713129</valUSD><pctVal>1.1463</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>CACI International Inc</name><lei>SYRPI2D1O9WRTS2WX210</lei><title>CACI INTERNATIONAL INC -CL A</title><cusip>127190304</cusip><identifiers><isin value="US1271903049"/><ticker value="CACI"/><other otherDesc="2159267" value="Sedol"/></identifiers><balance>12571</balance><units>NS</units><curCd>USD</curCd><valUSD>2654367</valUSD><pctVal>0.2393</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Camden Property Trust</name><lei>5493002MYX22OHYJBD89</lei><title>Camden Property Trust</title><cusip>133131102</cusip><identifiers><isin value="US1331311027"/><ticker value="CPT"/><other otherDesc="2166320" value="Sedol"/></identifiers><balance>5238</balance><units>NS</units><curCd>USD</curCd><valUSD>415059</valUSD><pctVal>0.0374</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Campbell Soup Co</name><lei>5493007JDSMX8Z5Z1902</lei><title>Campbell Soup Co</title><cusip>134429109</cusip><identifiers><isin value="US1344291091"/><ticker value="CPB"/><other otherDesc="2162845" value="Sedol"/></identifiers><balance>84427</balance><units>NS</units><curCd>USD</curCd><valUSD>3897150</valUSD><pctVal>0.3514</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Cardinal Health Inc</name><lei>CCU46N3GJMF4OK4N7U60</lei><title>Cardinal Health Inc</title><cusip>14149Y108</cusip><identifiers><isin value="US14149Y1082"/><ticker value="CAH"/><other otherDesc="2175672" value="Sedol"/></identifiers><balance>29579</balance><units>NS</units><curCd>USD</curCd><valUSD>1418017</valUSD><pctVal>0.1279</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>CarMax Inc</name><lei>529900F60CID3NCZM330</lei><title>CarMax Inc</title><cusip>143130102</cusip><identifiers><isin value="US1431301027"/><ticker value="KMX"/><other otherDesc="2983563" value="Sedol"/></identifiers><balance>56799</balance><units>NS</units><curCd>USD</curCd><valUSD>3057490</valUSD><pctVal>0.2757</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Carter's Inc</name><lei>5299003WAQK4R3L3ZU36</lei><title>Carter's Inc</title><cusip>146229109</cusip><identifiers><isin value="US1462291097"/><ticker value="CRI"/><other otherDesc="2980939" value="Sedol"/></identifiers><balance>19042</balance><units>NS</units><curCd>USD</curCd><valUSD>1251631</valUSD><pctVal>0.1129</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Carvana Co</name><lei>5493003WEAK2PJ5WS063</lei><title>Carvana Co</title><cusip>146869102</cusip><identifiers><isin value="US1468691027"/><ticker value="CVNA"/><other otherDesc="BYQHPG3" value="Sedol"/></identifiers><balance>17854</balance><units>NS</units><curCd>USD</curCd><valUSD>983577</valUSD><pctVal>0.0887</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><loanByFundCondition isLoanByFund="Y" loanVal="381850.2"/></securityLending></invstOrSec><invstOrSec><name>Casey's General Stores Inc</name><lei>549300CAFWSI86V66Q65</lei><title>Casey's General Stores Inc</title><cusip>147528103</cusip><identifiers><isin value="US1475281036"/><ticker value="CASY"/><other otherDesc="2179414" value="Sedol"/></identifiers><balance>573</balance><units>NS</units><curCd>USD</curCd><valUSD>75917</valUSD><pctVal>0.0068</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Celanese Corp</name><lei>549300FHJQTDPPN41627</lei><title>Celanese Corp</title><cusip>150870103</cusip><identifiers><isin value="US1508701034"/><ticker value="CE"/><other otherDesc="B05MZT4" value="Sedol"/></identifiers><balance>6284</balance><units>NS</units><curCd>USD</curCd><valUSD>461183</valUSD><pctVal>0.0416</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Centene Corp</name><lei>549300Z7JJ4TQSQGT333</lei><title>Centene Corp</title><cusip>15135B101</cusip><identifiers><isin value="US15135B1017"/><ticker value="CNC"/><other otherDesc="2807061" value="Sedol"/></identifiers><balance>29768</balance><units>NS</units><curCd>USD</curCd><valUSD>1768517</valUSD><pctVal>0.1595</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Ceridian HCM Holding Inc</name><lei>549300T64GVCHFJ8L449</lei><title>Ceridian HCM Holding Inc</title><cusip>15677J108</cusip><identifiers><isin value="US15677J1088"/><ticker value="CDAY"/><other otherDesc="BFX1V56" value="Sedol"/></identifiers><balance>84884</balance><units>NS</units><curCd>USD</curCd><valUSD>4250142</valUSD><pctVal>0.3832</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Charter Communications Inc</name><lei>0J0XRGZE3PBRFEZ7MV65</lei><title>Charter Communications Inc</title><cusip>16119P108</cusip><identifiers><isin value="US16119P1084"/><ticker value="CHTR"/><other otherDesc="BZ6VT82" value="Sedol"/></identifiers><balance>14673</balance><units>NS</units><curCd>USD</curCd><valUSD>6401977</valUSD><pctVal>0.5773</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Chemed Corp</name><lei>54930020031IDJT2IM79</lei><title>Chemed Corp</title><cusip>16359R103</cusip><identifiers><isin value="US16359R1032"/><ticker value="CHE"/><other otherDesc="2190084" value="Sedol"/></identifiers><balance>1115</balance><units>NS</units><curCd>USD</curCd><valUSD>483018</valUSD><pctVal>0.0436</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Chimera Investment Corp</name><lei>2JBBQFJOL123LOUBE657</lei><title>Chimera Investment Corp</title><cusip>16934Q208</cusip><identifiers><isin value="US16934Q2084"/><ticker value="CIM"/><other otherDesc="BVZCNC0" value="Sedol"/></identifiers><balance>239121</balance><units>NS</units><curCd>USD</curCd><valUSD>2176001</valUSD><pctVal>0.1962</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Citrix Systems Inc</name><lei>HCTKJGUQOPZ5NBK7NP58</lei><title>Citrix Systems Inc</title><cusip>177376100</cusip><identifiers><isin value="US1773761002"/><ticker value="CTXS"/><other otherDesc="2182553" value="Sedol"/></identifiers><balance>57672</balance><units>NS</units><curCd>USD</curCd><valUSD>8163472</valUSD><pctVal>0.7361</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Coca-Cola Co</name><lei>UWJKFUJFZ02DKWI3RY53</lei><title>Coca-Cola Co</title><cusip>191216100</cusip><identifiers><isin value="US1912161007"/><ticker value="KO"/><other otherDesc="2206657" value="Sedol"/></identifiers><balance>9331</balance><units>NS</units><curCd>USD</curCd><valUSD>412897</valUSD><pctVal>0.0372</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Commerce Bancshares Inc/MO</name><lei>N/A</lei><title>Commerce Bancshares Inc/MO</title><cusip>200525103</cusip><identifiers><isin value="US2005251036"/><ticker value="CBSH"/><other otherDesc="2213204" value="Sedol"/></identifiers><balance>59370</balance><units>NS</units><curCd>USD</curCd><valUSD>2989279</valUSD><pctVal>0.2695</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Consolidated Edison Inc</name><lei>54930033SBW53OO8T749</lei><title>Consolidated Edison Inc</title><cusip>209115104</cusip><identifiers><isin value="US2091151041"/><ticker value="ED"/><other otherDesc="2216850" value="Sedol"/></identifiers><balance>35996</balance><units>NS</units><curCd>USD</curCd><valUSD>2807688</valUSD><pctVal>0.2532</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Cooper Cos Inc</name><lei>QJKMVPIGLH7530PCUE20</lei><title>Cooper Cos Inc</title><cusip>216648402</cusip><identifiers><isin value="US2166484020"/><ticker value="COO"/><other otherDesc="2222631" value="Sedol"/></identifiers><balance>1069</balance><units>NS</units><curCd>USD</curCd><valUSD>294691</valUSD><pctVal>0.0266</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Copart Inc</name><lei>549300KVYX3JWMYEHU61</lei><title>Copart Inc</title><cusip>217204106</cusip><identifiers><isin value="US2172041061"/><ticker value="CPRT"/><other otherDesc="2208073" value="Sedol"/></identifiers><balance>45506</balance><units>NS</units><curCd>USD</curCd><valUSD>3118071</valUSD><pctVal>0.2812</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>CoreLogic Inc/United States</name><lei>54930086CD8K2UIL0516</lei><title>CORELOGIC INC</title><cusip>21871D103</cusip><identifiers><isin value="US21871D1037"/><ticker value="CLGX"/><other otherDesc="B5541Y2" value="Sedol"/></identifiers><balance>8213</balance><units>NS</units><curCd>USD</curCd><valUSD>250825</valUSD><pctVal>0.0226</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Cousins Properties Inc</name><lei>5493007XPYD5EJABN062</lei><title>Cousins Properties Inc</title><cusip>222795502</cusip><identifiers><isin value="US2227955026"/><ticker value="CUZ"/><other otherDesc="BJP0MF6" value="Sedol"/></identifiers><balance>7409</balance><units>NS</units><curCd>USD</curCd><valUSD>216861</valUSD><pctVal>0.0196</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Crown Castle International Cor</name><lei>54930012H97VSM0I2R19</lei><title>Crown Castle International Corp</title><cusip>22822V101</cusip><identifiers><isin value="US22822V1017"/><ticker value="CCI"/><other otherDesc="BTGQCX1" value="Sedol"/></identifiers><balance>10204</balance><units>NS</units><curCd>USD</curCd><valUSD>1473458</valUSD><pctVal>0.1329</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Curtiss-Wright Corp</name><lei>TEL51ETZWP7D0ZM4X325</lei><title>Curtiss-Wright Corp</title><cusip>231561101</cusip><identifiers><isin value="US2315611010"/><ticker value="CW"/><other otherDesc="2241205" value="Sedol"/></identifiers><balance>2939</balance><units>NS</units><curCd>USD</curCd><valUSD>271593</valUSD><pctVal>0.0245</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>DR Horton Inc</name><lei>529900ZIUEYVSB8QDD25</lei><title>DR Horton Inc</title><cusip>23331A109</cusip><identifiers><isin value="US23331A1097"/><ticker value="DHI"/><other otherDesc="2250687" value="Sedol"/></identifiers><balance>173222</balance><units>NS</units><curCd>USD</curCd><valUSD>5889548</valUSD><pctVal>0.531</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><loanByFundCondition isLoanByFund="Y" loanVal="195252"/></securityLending></invstOrSec><invstOrSec><name>DTE Energy Co</name><lei>549300IX8SD6XXD71I78</lei><title>DTE Energy Co</title><cusip>233331107</cusip><identifiers><isin value="US2333311072"/><ticker value="DTE"/><other otherDesc="2280220" value="Sedol"/></identifiers><balance>1693</balance><units>NS</units><curCd>USD</curCd><valUSD>160784</valUSD><pctVal>0.0145</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Danaher Corp</name><lei>S4BKK9OTCEWQ3YHPFM11</lei><title>Danaher Corp</title><cusip>235851102</cusip><identifiers><isin value="US2358511028"/><ticker value="DHR"/><other otherDesc="2250870" value="Sedol"/></identifiers><balance>3309</balance><units>NS</units><curCd>USD</curCd><valUSD>457999</valUSD><pctVal>0.0413</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>DaVita Inc</name><lei>M2XHYMU3TZNEZURC6H66</lei><title>DaVita Inc</title><cusip>23918K108</cusip><identifiers><isin value="US23918K1088"/><ticker value="DVA"/><other otherDesc="2898087" value="Sedol"/></identifiers><balance>17339</balance><units>NS</units><curCd>USD</curCd><valUSD>1318804</valUSD><pctVal>0.1189</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>DexCom Inc</name><lei>549300YSK3QDSFR5EU59</lei><title>DexCom Inc</title><cusip>252131107</cusip><identifiers><isin value="US2521311074"/><ticker value="DXCM"/><other otherDesc="B0796X4" value="Sedol"/></identifiers><balance>25463</balance><units>NS</units><curCd>USD</curCd><valUSD>6856422</valUSD><pctVal>0.6182</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Digital Realty Trust Inc</name><lei>549300HKCZ31D08NEI41</lei><title>Digital Realty Trust Inc</title><cusip>253868103</cusip><identifiers><isin value="US2538681030"/><ticker value="DLR"/><other otherDesc="B03GQS4" value="Sedol"/></identifiers><balance>7968</balance><units>NS</units><curCd>USD</curCd><valUSD>1106835</valUSD><pctVal>0.0998</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>DocuSign Inc</name><lei>549300Q7PVDWRZ39JG09</lei><title>DocuSign Inc</title><cusip>256163106</cusip><identifiers><isin value="US2561631068"/><ticker value="DOCU"/><other otherDesc="BFYT7B7" value="Sedol"/></identifiers><balance>68274</balance><units>NS</units><curCd>USD</curCd><valUSD>6308518</valUSD><pctVal>0.5688</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Dolby Laboratories Inc</name><lei>549300X04FB2QPCJ5J24</lei><title>Dolby Laboratories Inc</title><cusip>25659T107</cusip><identifiers><isin value="US25659T1079"/><ticker value="DLB"/><other otherDesc="B04NJM9" value="Sedol"/></identifiers><balance>1392</balance><units>NS</units><curCd>USD</curCd><valUSD>75460</valUSD><pctVal>0.0068</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Dollar General Corp</name><lei>OPX52SQVOZI8IVSWYU66</lei><title>Dollar General Corp</title><cusip>256677105</cusip><identifiers><isin value="US2566771059"/><ticker value="DG"/><other otherDesc="B5B1S13" value="Sedol"/></identifiers><balance>86072</balance><units>NS</units><curCd>USD</curCd><valUSD>12997733</valUSD><pctVal>1.172</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Dominion Energy Inc</name><lei>ILUL7B6Z54MRYCF6H308</lei><title>Dominion Energy Inc</title><cusip>25746U109</cusip><identifiers><isin value="US25746U1097"/><ticker value="D"/><other otherDesc="2542049" value="Sedol"/></identifiers><balance>69759</balance><units>NS</units><curCd>USD</curCd><valUSD>5035902</valUSD><pctVal>0.4541</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Domino's Pizza Inc</name><lei>5299004V0Y8MI5D9FF45</lei><title>Domino's Pizza Inc</title><cusip>25754A201</cusip><identifiers><isin value="US25754A2015"/><ticker value="DPZ"/><other otherDesc="B01SD70" value="Sedol"/></identifiers><balance>4335</balance><units>NS</units><curCd>USD</curCd><valUSD>1404843</valUSD><pctVal>0.1267</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Dover Corp</name><lei>549300FMC2ALGA7N9E80</lei><title>Dover Corp</title><cusip>260003108</cusip><identifiers><isin value="US2600031080"/><ticker value="DOV"/><other otherDesc="2278407" value="Sedol"/></identifiers><balance>5458</balance><units>NS</units><curCd>USD</curCd><valUSD>458145</valUSD><pctVal>0.0413</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Duke Realty Corp</name><lei>N/A</lei><title>Duke Realty Corp</title><cusip>264411505</cusip><identifiers><isin value="US2644115055"/><ticker value="DRE"/><other otherDesc="2284084" value="Sedol"/></identifiers><balance>19054</balance><units>NS</units><curCd>USD</curCd><valUSD>616969</valUSD><pctVal>0.0556</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Duke Energy Corp</name><lei>I1BZKREC126H0VB1BL91</lei><title>Duke Energy Corp</title><cusip>26441C204</cusip><identifiers><isin value="US26441C2044"/><ticker value="DUK"/><other otherDesc="B7VD3F2" value="Sedol"/></identifiers><balance>26534</balance><units>NS</units><curCd>USD</curCd><valUSD>2146070</valUSD><pctVal>0.1935</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Edison International</name><lei>549300I7ROF15MAEVP56</lei><title>Edison International</title><cusip>281020107</cusip><identifiers><isin value="US2810201077"/><ticker value="EIX"/><other otherDesc="2829515" value="Sedol"/></identifiers><balance>9448</balance><units>NS</units><curCd>USD</curCd><valUSD>517656</valUSD><pctVal>0.0467</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Edwards Lifesciences Corp</name><lei>YA13X31F3V31L8TMPR58</lei><title>Edwards Lifesciences Corp</title><cusip>28176E108</cusip><identifiers><isin value="US28176E1082"/><ticker value="EW"/><other otherDesc="2567116" value="Sedol"/></identifiers><balance>1130</balance><units>NS</units><curCd>USD</curCd><valUSD>213141</valUSD><pctVal>0.0192</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Electronic Arts Inc</name><lei>549300O7A67PUEYKDL45</lei><title>Electronic Arts Inc</title><cusip>285512109</cusip><identifiers><isin value="US2855121099"/><ticker value="EA"/><other otherDesc="2310194" value="Sedol"/></identifiers><balance>20014</balance><units>NS</units><curCd>USD</curCd><valUSD>2004802</valUSD><pctVal>0.1808</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Emerson Electric Co</name><lei>FGLT0EWZSUIRRITFOA30</lei><title>Emerson Electric Co</title><cusip>291011104</cusip><identifiers><isin value="US2910111044"/><ticker value="EMR"/><other otherDesc="2313405" value="Sedol"/></identifiers><balance>21364</balance><units>NS</units><curCd>USD</curCd><valUSD>1017995</valUSD><pctVal>0.0918</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Entegris Inc</name><lei>IYX6OWO7BT5DKO3BYG52</lei><title>Entegris Inc</title><cusip>29362U104</cusip><identifiers><isin value="US29362U1043"/><ticker value="ENTG"/><other otherDesc="2599700" value="Sedol"/></identifiers><balance>91528</balance><units>NS</units><curCd>USD</curCd><valUSD>4097709</valUSD><pctVal>0.3695</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Entergy Corp</name><lei>4XM3TW50JULSLG8BNC79</lei><title>Entergy Corp</title><cusip>29364G103</cusip><identifiers><isin value="US29364G1031"/><ticker value="ETR"/><other otherDesc="2317087" value="Sedol"/></identifiers><balance>214044</balance><units>NS</units><curCd>USD</curCd><valUSD>20113715</valUSD><pctVal>1.8136</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>EPAM Systems Inc</name><lei>549300XCR4R530HJP604</lei><title>EPAM Systems Inc</title><cusip>29414B104</cusip><identifiers><isin value="US29414B1044"/><ticker value="EPAM"/><other otherDesc="B44Z3T8" value="Sedol"/></identifiers><balance>2689</balance><units>NS</units><curCd>USD</curCd><valUSD>499240</valUSD><pctVal>0.045</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Equinix Inc</name><lei>549300EVUN2BTLJ3GT74</lei><title>Equinix Inc</title><cusip>29444U700</cusip><identifiers><isin value="US29444U7000"/><ticker value="EQIX"/><other otherDesc="BVLZX12" value="Sedol"/></identifiers><balance>3276</balance><units>NS</units><curCd>USD</curCd><valUSD>2046091</valUSD><pctVal>0.1845</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Equitable Holdings Inc</name><lei>549300FIBAKMNHPZ4009</lei><title>Equitable Holdings Inc</title><cusip>29452E101</cusip><identifiers><isin value="US29452E1010"/><ticker value="EQH"/><other otherDesc="BKRMR96" value="Sedol"/></identifiers><balance>15049</balance><units>NS</units><curCd>USD</curCd><valUSD>217458</valUSD><pctVal>0.0196</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Equity Commonwealth</name><lei>549300YPGVU9PR4L0606</lei><title>Equity Commonwealth</title><cusip>294628102</cusip><identifiers><isin value="US2946281027"/><ticker value="EQC"/><other otherDesc="BPH3N63" value="Sedol"/></identifiers><balance>36881</balance><units>NS</units><curCd>USD</curCd><valUSD>1169496</valUSD><pctVal>0.1055</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Equity LifeStyle Properties In</name><lei>529900PEQG66LENB6798</lei><title>Equity LifeStyle Properties Inc</title><cusip>29472R108</cusip><identifiers><isin value="US29472R1086"/><ticker value="ELS"/><other otherDesc="2563125" value="Sedol"/></identifiers><balance>228056</balance><units>NS</units><curCd>USD</curCd><valUSD>13108659</valUSD><pctVal>1.182</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Equity Residential</name><lei>5493008RACSH5EP3PI59</lei><title>Equity Residential</title><cusip>29476L107</cusip><identifiers><isin value="US29476L1070"/><ticker value="EQR"/><other otherDesc="2319157" value="Sedol"/></identifiers><balance>3046</balance><units>NS</units><curCd>USD</curCd><valUSD>187969</valUSD><pctVal>0.0169</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Essential Utilities Inc</name><lei>549300ILTEOF3E3QY357</lei><title>Essential Utilities Inc</title><cusip>29670G102</cusip><identifiers><isin value="US29670G1022"/><ticker value="WTRG"/><other otherDesc="BLCF3J9" value="Sedol"/></identifiers><balance>48180</balance><units>NS</units><curCd>USD</curCd><valUSD>1960926</valUSD><pctVal>0.1768</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Evergy Inc</name><lei>549300PGTHDQY6PSUI61</lei><title>Evergy Inc</title><cusip>30034W106</cusip><identifiers><isin value="US30034W1062"/><ticker value="EVRG"/><other otherDesc="BFMXGR0" value="Sedol"/></identifiers><balance>324687</balance><units>NS</units><curCd>USD</curCd><valUSD>17874019</valUSD><pctVal>1.6117</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Eversource Energy</name><lei>SJ7XXD41SQU3ZNWUJ746</lei><title>Eversource Energy</title><cusip>30040W108</cusip><identifiers><isin value="US30040W1080"/><ticker value="ES"/><other otherDesc="BVVN4Q8" value="Sedol"/></identifiers><balance>121827</balance><units>NS</units><curCd>USD</curCd><valUSD>9528090</valUSD><pctVal>0.8591</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Fair Isaac Corp</name><lei>RI6HET5SJUEY30V1PS26</lei><title>Fair Isaac Corp</title><cusip>303250104</cusip><identifiers><isin value="US3032501047"/><ticker value="FICO"/><other otherDesc="2330299" value="Sedol"/></identifiers><balance>581</balance><units>NS</units><curCd>USD</curCd><valUSD>178768</valUSD><pctVal>0.0161</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Fidelity National Financial In</name><lei>549300CAZYIH39SYQ287</lei><title>Fidelity National Financial Inc</title><cusip>31620R303</cusip><identifiers><isin value="US31620R3030"/><ticker value="FNF"/><other otherDesc="BNBRDD4" value="Sedol"/></identifiers><balance>24434</balance><units>NS</units><curCd>USD</curCd><valUSD>607918</valUSD><pctVal>0.0548</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>First American Financial Corp</name><lei>549300B6VEZK3N0A1P55</lei><title>First American Financial Corp</title><cusip>31847R102</cusip><identifiers><isin value="US31847R1023"/><ticker value="FAF"/><other otherDesc="B4NFPK4" value="Sedol"/></identifiers><balance>7497</balance><units>NS</units><curCd>USD</curCd><valUSD>317948</valUSD><pctVal>0.0287</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>First Citizens BancShares Inc/</name><lei>549300N3Z00ZHE2XC526</lei><title>First Citizens BancShares Inc/NC</title><cusip>31946M103</cusip><identifiers><isin value="US31946M1036"/><ticker value="FCNCA"/><other otherDesc="2355582" value="Sedol"/></identifiers><balance>9982</balance><units>NS</units><curCd>USD</curCd><valUSD>3322708</valUSD><pctVal>0.2996</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>First Republic Bank/CA</name><lei>YWC0TIKBQM2JV8L4IV08</lei><title>First Republic Bank/CA</title><cusip>33616C100</cusip><identifiers><isin value="US33616C1009"/><ticker value="FRC"/><other otherDesc="B4WHY15" value="Sedol"/></identifiers><balance>20168</balance><units>NS</units><curCd>USD</curCd><valUSD>1659423</valUSD><pctVal>0.1496</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>FirstEnergy Corp</name><lei>549300SVYJS666PQJH88</lei><title>FirstEnergy Corp</title><cusip>337932107</cusip><identifiers><isin value="US3379321074"/><ticker value="FE"/><other otherDesc="2100920" value="Sedol"/></identifiers><balance>151744</balance><units>NS</units><curCd>USD</curCd><valUSD>6080382</valUSD><pctVal>0.5483</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Flowers Foods Inc</name><lei>7YNCQQNDK8FBM9BBTK25</lei><title>Flowers Foods Inc</title><cusip>343498101</cusip><identifiers><isin value="US3434981011"/><ticker value="FLO"/><other otherDesc="2744243" value="Sedol"/></identifiers><balance>15184</balance><units>NS</units><curCd>USD</curCd><valUSD>311576</valUSD><pctVal>0.0281</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Fortinet Inc</name><lei>549300O0QJWDBAS0QX03</lei><title>Fortinet Inc</title><cusip>34959E109</cusip><identifiers><isin value="US34959E1091"/><ticker value="FTNT"/><other otherDesc="B5B2106" value="Sedol"/></identifiers><balance>64604</balance><units>NS</units><curCd>USD</curCd><valUSD>6535987</valUSD><pctVal>0.5893</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Fortune Brands Home &amp; Security</name><lei>54930032LHW54PQUJD44</lei><title>Fortune Brands Home &amp; Security Inc</title><cusip>34964C106</cusip><identifiers><isin value="US34964C1062"/><ticker value="FBHS"/><other otherDesc="B3MC7D6" value="Sedol"/></identifiers><balance>88554</balance><units>NS</units><curCd>USD</curCd><valUSD>3829960</valUSD><pctVal>0.3453</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Arthur J Gallagher &amp; Co</name><lei>54930049QLLMPART6V29</lei><title>Arthur J Gallagher &amp; Co</title><cusip>363576109</cusip><identifiers><isin value="US3635761097"/><ticker value="AJG"/><other otherDesc="2359506" value="Sedol"/></identifiers><balance>17283</balance><units>NS</units><curCd>USD</curCd><valUSD>1408737</valUSD><pctVal>0.127</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Gaming and Leisure Properties</name><lei>5493006GWRDBCZYWTM57</lei><title>Gaming and Leisure Properties Inc</title><cusip>36467J108</cusip><identifiers><isin value="US36467J1088"/><ticker value="GLPI"/><other otherDesc="BFPK4S5" value="Sedol"/></identifiers><balance>74391</balance><units>NS</units><curCd>USD</curCd><valUSD>2061375</valUSD><pctVal>0.1859</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>General Electric Co</name><lei>3C7474T6CDKPR9K6YT90</lei><title>General Electric Co</title><cusip>369604103</cusip><identifiers><isin value="US3696041033"/><ticker value="GE"/><other otherDesc="2380498" value="Sedol"/></identifiers><balance>32726</balance><units>NS</units><curCd>USD</curCd><valUSD>259844</valUSD><pctVal>0.0234</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Gentex Corp</name><lei>549300S3UD8XV1MN0287</lei><title>Gentex Corp</title><cusip>371901109</cusip><identifiers><isin value="US3719011096"/><ticker value="GNTX"/><other otherDesc="2366799" value="Sedol"/></identifiers><balance>132456</balance><units>NS</units><curCd>USD</curCd><valUSD>2935225</valUSD><pctVal>0.2647</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Global Payments Inc</name><lei>549300NOMHGVQBX6S778</lei><title>Global Payments Inc</title><cusip>37940X102</cusip><identifiers><isin value="US37940X1028"/><ticker value="GPN"/><other otherDesc="2712013" value="Sedol"/></identifiers><balance>7335</balance><units>NS</units><curCd>USD</curCd><valUSD>1057927</valUSD><pctVal>0.0954</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Globe Life Inc</name><lei>5493001JFHKQOPP6XA71</lei><title>Globe Life Inc</title><cusip>37959E102</cusip><identifiers><isin value="US37959E1029"/><ticker value="GL"/><other otherDesc="BK6YKG1" value="Sedol"/></identifiers><balance>41270</balance><units>NS</units><curCd>USD</curCd><valUSD>2970202</valUSD><pctVal>0.2678</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Goldman Sachs Group Inc</name><lei>784F5XWPLTWKTBV3E584</lei><title>Goldman Sachs Group Inc</title><cusip>38141G104</cusip><identifiers><isin value="US38141G1040"/><ticker value="GS"/><other otherDesc="2407966" value="Sedol"/></identifiers><balance>2071</balance><units>NS</units><curCd>USD</curCd><valUSD>320156</valUSD><pctVal>0.0289</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Graco Inc</name><lei>4T5VJ4S81BRT6Q7GGT78</lei><title>Graco Inc</title><cusip>384109104</cusip><identifiers><isin value="US3841091040"/><ticker value="GGG"/><other otherDesc="2380443" value="Sedol"/></identifiers><balance>6835</balance><units>NS</units><curCd>USD</curCd><valUSD>333070</valUSD><pctVal>0.03</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>WW Grainger Inc</name><lei>549300TWZSP6O1IH2V34</lei><title>WW Grainger Inc</title><cusip>384802104</cusip><identifiers><isin value="US3848021040"/><ticker value="GWW"/><other otherDesc="2380863" value="Sedol"/></identifiers><balance>4894</balance><units>NS</units><curCd>USD</curCd><valUSD>1216159</valUSD><pctVal>0.1097</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Graphic Packaging Holding Co</name><lei>N/A</lei><title>Graphic Packaging Holding Co</title><cusip>388689101</cusip><identifiers><isin value="US3886891015"/><ticker value="GPK"/><other otherDesc="B2Q8249" value="Sedol"/></identifiers><balance>90548</balance><units>NS</units><curCd>USD</curCd><valUSD>1104686</valUSD><pctVal>0.0996</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Grubhub Inc</name><lei>529900CR2K1AJ5W4RR39</lei><title>Grubhub Inc</title><cusip>400110102</cusip><identifiers><isin value="US4001101025"/><ticker value="GRUB"/><other otherDesc="BKY7XF2" value="Sedol"/></identifiers><balance>27296</balance><units>NS</units><curCd>USD</curCd><valUSD>1111766</valUSD><pctVal>0.1002</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Hanover Insurance Group Inc/Th</name><lei>JJYR6MFKFF6CF8DBZ078</lei><title>Hanover Insurance Group Inc</title><cusip>410867105</cusip><identifiers><isin value="US4108671052"/><ticker value="THG"/><other otherDesc="2020415" value="Sedol"/></identifiers><balance>22443</balance><units>NS</units><curCd>USD</curCd><valUSD>2032887</valUSD><pctVal>0.1833</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Hartford Financial Services Gr</name><lei>IU7C3FTM7Y3BQM112U94</lei><title>Hartford Financial Services Group Inc</title><cusip>416515104</cusip><identifiers><isin value="US4165151048"/><ticker value="HIG"/><other otherDesc="2476193" value="Sedol"/></identifiers><balance>36475</balance><units>NS</units><curCd>USD</curCd><valUSD>1285379</valUSD><pctVal>0.1159</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Hawaiian Electric Industries I</name><lei>JJ8FWOCWCV22X7GUPJ23</lei><title>Hawaiian Electric Industries Inc</title><cusip>419870100</cusip><identifiers><isin value="US4198701009"/><ticker value="HE"/><other otherDesc="2415204" value="Sedol"/></identifiers><balance>50080</balance><units>NS</units><curCd>USD</curCd><valUSD>2155944</valUSD><pctVal>0.1944</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Healthcare Trust of America In</name><lei>549300L0I14L7I0VLX84</lei><title>Healthcare Trust of America Inc</title><cusip>42225P501</cusip><identifiers><isin value="US42225P5017"/><ticker value="HTA"/><other otherDesc="BT9QF28" value="Sedol"/></identifiers><balance>34034</balance><units>NS</units><curCd>USD</curCd><valUSD>826346</valUSD><pctVal>0.0745</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Hershey Co</name><lei>21X2CX66SU2BR6QTAD08</lei><title>Hershey Co</title><cusip>427866108</cusip><identifiers><isin value="US4278661081"/><ticker value="HSY"/><other otherDesc="2422806" value="Sedol"/></identifiers><balance>22754</balance><units>NS</units><curCd>USD</curCd><valUSD>3014905</valUSD><pctVal>0.2718</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Highwoods Properties Inc</name><lei>ZIIGTYKL9T0X3HLTDX53</lei><title>Highwoods Properties Inc</title><cusip>431284108</cusip><identifiers><isin value="US4312841087"/><ticker value="HIW"/><other otherDesc="2420640" value="Sedol"/></identifiers><balance>19751</balance><units>NS</units><curCd>USD</curCd><valUSD>699580</valUSD><pctVal>0.0631</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Hilton Worldwide Holdings Inc</name><lei>549300HVGPK36ICB0B89</lei><title>Hilton Worldwide Holdings Inc</title><cusip>43300A203</cusip><identifiers><isin value="US43300A2033"/><ticker value="HLT"/><other otherDesc="BYVMW06" value="Sedol"/></identifiers><balance>1349</balance><units>NS</units><curCd>USD</curCd><valUSD>92056</valUSD><pctVal>0.0083</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Hormel Foods Corp</name><lei>MSD54751OJP1FS2ND863</lei><title>Hormel Foods Corp</title><cusip>440452100</cusip><identifiers><isin value="US4404521001"/><ticker value="HRL"/><other otherDesc="2437264" value="Sedol"/></identifiers><balance>62164</balance><units>NS</units><curCd>USD</curCd><valUSD>2899329</valUSD><pctVal>0.2614</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Hubbell Inc</name><lei>54930088VDQ6840Y6597</lei><title>Hubbell Inc</title><cusip>443510607</cusip><identifiers><isin value="US4435106079"/><ticker value="HUBB"/><other otherDesc="BDFG6S3" value="Sedol"/></identifiers><balance>6120</balance><units>NS</units><curCd>USD</curCd><valUSD>702209</valUSD><pctVal>0.0633</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Humana Inc</name><lei>529900YLDW34GJAO4J06</lei><title>Humana Inc</title><cusip>444859102</cusip><identifiers><isin value="US4448591028"/><ticker value="HUM"/><other otherDesc="2445063" value="Sedol"/></identifiers><balance>10331</balance><units>NS</units><curCd>USD</curCd><valUSD>3244141</valUSD><pctVal>0.2925</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Huntington Ingalls Industries</name><lei>5TZLZ6WJTBVJ0QWBG121</lei><title>Huntington Ingalls Industries Inc</title><cusip>446413106</cusip><identifiers><isin value="US4464131063"/><ticker value="HII"/><other otherDesc="B40SSC9" value="Sedol"/></identifiers><balance>1793</balance><units>NS</units><curCd>USD</curCd><valUSD>326703</valUSD><pctVal>0.0295</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>ICU Medical Inc</name><lei>5493003NRW7LS2QZRH60</lei><title>ICU Medical Inc</title><cusip>44930G107</cusip><identifiers><isin value="US44930G1076"/><ticker value="ICUI"/><other otherDesc="2451918" value="Sedol"/></identifiers><balance>6088</balance><units>NS</units><curCd>USD</curCd><valUSD>1228376</valUSD><pctVal>0.1108</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Ingredion Inc</name><lei>PKSTQ48QDN0XSVS7YK88</lei><title>Ingredion Inc</title><cusip>457187102</cusip><identifiers><isin value="US4571871023"/><ticker value="INGR"/><other otherDesc="B7K24P7" value="Sedol"/></identifiers><balance>12166</balance><units>NS</units><curCd>USD</curCd><valUSD>918533</valUSD><pctVal>0.0828</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Insulet Corp</name><lei>549300TZTYD2PYN92D43</lei><title>Insulet Corp</title><cusip>45784P101</cusip><identifiers><isin value="US45784P1012"/><ticker value="PODD"/><other otherDesc="B1XGNW4" value="Sedol"/></identifiers><balance>9135</balance><units>NS</units><curCd>USD</curCd><valUSD>1513487</valUSD><pctVal>0.1365</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Intel Corp</name><lei>KNX4USFCNGPY45LOCE31</lei><title>Intel Corp</title><cusip>458140100</cusip><identifiers><isin value="US4581401001"/><ticker value="INTC"/><other otherDesc="2463247" value="Sedol"/></identifiers><balance>24725</balance><units>NS</units><curCd>USD</curCd><valUSD>1338117</valUSD><pctVal>0.1207</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Intercontinental Exchange Inc</name><lei>5493000F4ZO33MV32P92</lei><title>Intercontinental Exchange Inc</title><cusip>45866F104</cusip><identifiers><isin value="US45866F1049"/><ticker value="ICE"/><other otherDesc="BFSSDS9" value="Sedol"/></identifiers><balance>9566</balance><units>NS</units><curCd>USD</curCd><valUSD>772454</valUSD><pctVal>0.0697</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Invitation Homes Inc</name><lei>N/A</lei><title>Invitation Homes Inc</title><cusip>46187W107</cusip><identifiers><isin value="US46187W1071"/><ticker value="INVH"/><other otherDesc="BD81GW9" value="Sedol"/></identifiers><balance>144919</balance><units>NS</units><curCd>USD</curCd><valUSD>3096919</valUSD><pctVal>0.2792</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>JPMorgan Chase &amp; Co</name><lei>8I5DZWZKVSZI1NUHU748</lei><title>JPMorgan Chase &amp; Co</title><cusip>46625H100</cusip><identifiers><isin value="US46625H1005"/><ticker value="JPM"/><other otherDesc="2190385" value="Sedol"/></identifiers><balance>38503</balance><units>NS</units><curCd>USD</curCd><valUSD>3466425</valUSD><pctVal>0.3126</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Jabil Inc</name><lei>5493000CGCQY2OQU7669</lei><title>Jabil Inc</title><cusip>466313103</cusip><identifiers><isin value="US4663131039"/><ticker value="JBL"/><other otherDesc="2471789" value="Sedol"/></identifiers><balance>71351</balance><units>NS</units><curCd>USD</curCd><valUSD>1753808</valUSD><pctVal>0.1581</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><loanByFundCondition isLoanByFund="Y" loanVal="14760"/></securityLending></invstOrSec><invstOrSec><name>Johnson &amp; Johnson</name><lei>549300G0CFPGEF6X2043</lei><title>Johnson &amp; Johnson</title><cusip>478160104</cusip><identifiers><isin value="US4781601046"/><ticker value="JNJ"/><other otherDesc="2475833" value="Sedol"/></identifiers><balance>20880</balance><units>NS</units><curCd>USD</curCd><valUSD>2737994</valUSD><pctVal>0.2469</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Jones Lang LaSalle Inc</name><lei>6SYKCME112RT8TQUO411</lei><title>Jones Lang LaSalle Inc</title><cusip>48020Q107</cusip><identifiers><isin value="US48020Q1076"/><ticker value="JLL"/><other otherDesc="2040640" value="Sedol"/></identifiers><balance>17382</balance><units>NS</units><curCd>USD</curCd><valUSD>1755234</valUSD><pctVal>0.1583</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>KLA Corp</name><lei>549300H0BF5JCG96TJ81</lei><title>KLA Corp</title><cusip>482480100</cusip><identifiers><isin value="US4824801009"/><ticker value="KLAC"/><other otherDesc="2480138" value="Sedol"/></identifiers><balance>66689</balance><units>NS</units><curCd>USD</curCd><valUSD>9585877</valUSD><pctVal>0.8643</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Kansas City Southern</name><lei>5493008C12PZMWP3WY03</lei><title>Kansas City Southern</title><cusip>485170302</cusip><identifiers><isin value="US4851703029"/><ticker value="KSU"/><other otherDesc="2607647" value="Sedol"/></identifiers><balance>49744</balance><units>NS</units><curCd>USD</curCd><valUSD>6326442</valUSD><pctVal>0.5704</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Kellogg Co</name><lei>LONOZNOJYIBXOHXWDB86</lei><title>Kellogg Co</title><cusip>487836108</cusip><identifiers><isin value="US4878361082"/><ticker value="K"/><other otherDesc="2486813" value="Sedol"/></identifiers><balance>18115</balance><units>NS</units><curCd>USD</curCd><valUSD>1086719</valUSD><pctVal>0.098</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>KeyCorp</name><lei>RKPI3RZGV1V1FJTH5T61</lei><title>KeyCorp</title><cusip>493267108</cusip><identifiers><isin value="US4932671088"/><ticker value="KEY"/><other otherDesc="2490911" value="Sedol"/></identifiers><balance>22910</balance><units>NS</units><curCd>USD</curCd><valUSD>237577</valUSD><pctVal>0.0214</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Kimco Realty Corp</name><lei>549300EA7I6T15IBYS12</lei><title>Kimco Realty Corp</title><cusip>49446R109</cusip><identifiers><isin value="US49446R1095"/><ticker value="KIM"/><other otherDesc="2491594" value="Sedol"/></identifiers><balance>132000</balance><units>NS</units><curCd>USD</curCd><valUSD>1276440</valUSD><pctVal>0.1151</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Kroger Co</name><lei>6CPEOKI6OYJ13Q6O7870</lei><title>Kroger Co</title><cusip>501044101</cusip><identifiers><isin value="US5010441013"/><ticker value="KR"/><other otherDesc="2497406" value="Sedol"/></identifiers><balance>14982</balance><units>NS</units><curCd>USD</curCd><valUSD>451258</valUSD><pctVal>0.0407</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>LPL Financial Holdings Inc</name><lei>549300XROQ4Y8G2L7682</lei><title>LPL Financial Holdings Inc</title><cusip>50212V100</cusip><identifiers><isin value="US50212V1008"/><ticker value="LPLA"/><other otherDesc="B75JX34" value="Sedol"/></identifiers><balance>5630</balance><units>NS</units><curCd>USD</curCd><valUSD>306441</valUSD><pctVal>0.0276</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Lam Research Corp</name><lei>549300I4GMO6D34U1T02</lei><title>Lam Research Corp</title><cusip>512807108</cusip><identifiers><isin value="US5128071082"/><ticker value="LRCX"/><other otherDesc="2502247" value="Sedol"/></identifiers><balance>37006</balance><units>NS</units><curCd>USD</curCd><valUSD>8881440</valUSD><pctVal>0.8008</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Lamar Advertising Co</name><lei>529900Y8WW4MKVPTB543</lei><title>Lamar Advertising Co</title><cusip>512816109</cusip><identifiers><isin value="US5128161099"/><ticker value="LAMR"/><other otherDesc="BSPHGN6" value="Sedol"/></identifiers><balance>41561</balance><units>NS</units><curCd>USD</curCd><valUSD>2131248</valUSD><pctVal>0.1922</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Lamb Weston Holdings Inc</name><lei>5493005SMYID1D2OY946</lei><title>Lamb Weston Holdings Inc</title><cusip>513272104</cusip><identifiers><isin value="US5132721045"/><ticker value="LW"/><other otherDesc="BDQZFJ3" value="Sedol"/></identifiers><balance>246148</balance><units>NS</units><curCd>USD</curCd><valUSD>14055051</valUSD><pctVal>1.2673</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Leggett &amp; Platt Inc</name><lei>DKOVQUCDW4ZLYCUD4T55</lei><title>Leggett &amp; Platt Inc</title><cusip>524660107</cusip><identifiers><isin value="US5246601075"/><ticker value="LEG"/><other otherDesc="2510682" value="Sedol"/></identifiers><balance>59570</balance><units>NS</units><curCd>USD</curCd><valUSD>1589328</valUSD><pctVal>0.1433</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Legg Mason Inc</name><lei>OWUNCC6U1ZJXMZKFBJ36</lei><title>Legg Mason Inc</title><cusip>524901105</cusip><identifiers><isin value="US5249011058"/><ticker value="LM"/><other otherDesc="2510615" value="Sedol"/></identifiers><balance>8073</balance><units>NS</units><curCd>USD</curCd><valUSD>394366</valUSD><pctVal>0.0356</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Lennar Corp</name><lei>529900G61XVRLX5TJX09</lei><title>Lennar Corp</title><cusip>526057104</cusip><identifiers><isin value="US5260571048"/><ticker value="LEN"/><other otherDesc="2511920" value="Sedol"/></identifiers><balance>197974</balance><units>NS</units><curCd>USD</curCd><valUSD>7562607</valUSD><pctVal>0.6819</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Liberty Broadband Corp</name><lei>549300MIX43II8JLN536</lei><title>Liberty Broadband Corp</title><cusip>530307305</cusip><identifiers><isin value="US5303073051"/><ticker value="LBRDK"/><other otherDesc="BRTLC06" value="Sedol"/></identifiers><balance>13271</balance><units>NS</units><curCd>USD</curCd><valUSD>1469365</valUSD><pctVal>0.1325</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Liberty Media Corp-Liberty Sir</name><lei>549300ZKUTPIBZLWLL89</lei><title>Liberty Media Corp-Liberty SiriusXM</title><cusip>531229409</cusip><identifiers><isin value="US5312294094"/><ticker value="LSXMA"/><other otherDesc="BD8QGF7" value="Sedol"/></identifiers><balance>101480</balance><units>NS</units><curCd>USD</curCd><valUSD>3215901</valUSD><pctVal>0.29</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Liberty Media Corp-Liberty Sir</name><lei>549300ZKUTPIBZLWLL89</lei><title>Liberty Media Corp-Liberty SiriusXM</title><cusip>531229607</cusip><identifiers><isin value="US5312296073"/><ticker value="LSXMK"/><other otherDesc="BD8QGH9" value="Sedol"/></identifiers><balance>162739</balance><units>NS</units><curCd>USD</curCd><valUSD>5145807</valUSD><pctVal>0.464</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Life Storage Inc</name><lei>W9EE01AFDDF9DQCQZC68</lei><title>Life Storage Inc</title><cusip>53223X107</cusip><identifiers><isin value="US53223X1072"/><ticker value="LSI"/><other otherDesc="BDCSFJ6" value="Sedol"/></identifiers><balance>6349</balance><units>NS</units><curCd>USD</curCd><valUSD>600298</valUSD><pctVal>0.0541</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Eli Lilly &amp; Co</name><lei>FRDRIPF3EKNDJ2CQJL29</lei><title>Eli Lilly &amp; Co</title><cusip>532457108</cusip><identifiers><isin value="US5324571083"/><ticker value="LLY"/><other otherDesc="2516152" value="Sedol"/></identifiers><balance>45514</balance><units>NS</units><curCd>USD</curCd><valUSD>6313702</valUSD><pctVal>0.5693</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Lululemon Athletica Inc</name><lei>549300D9GZ4BMLDW5T40</lei><title>Lululemon Athletica Inc</title><cusip>550021109</cusip><identifiers><isin value="US5500211090"/><ticker value="LULU"/><other otherDesc="B23FN39" value="Sedol"/></identifiers><balance>57699</balance><units>NS</units><curCd>USD</curCd><valUSD>10936845</valUSD><pctVal>0.9862</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>MDU Resources Group Inc</name><lei>0T6SBMK3JTBI1JR36794</lei><title>MDU Resources Group Inc</title><cusip>552690109</cusip><identifiers><isin value="US5526901096"/><ticker value="MDU"/><other otherDesc="2547323" value="Sedol"/></identifiers><balance>81926</balance><units>NS</units><curCd>USD</curCd><valUSD>1761409</valUSD><pctVal>0.1588</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>MFA Financial Inc</name><lei>YW72IMH2RRC8Z1TGLG58</lei><title>MFA Financial Inc</title><cusip>55272X102</cusip><identifiers><isin value="US55272X1028"/><ticker value="MFA"/><other otherDesc="2418162" value="Sedol"/></identifiers><balance>383173</balance><units>NS</units><curCd>USD</curCd><valUSD>593918</valUSD><pctVal>0.0536</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>MGM Resorts International</name><lei>54930066VBP7DZEGGJ87</lei><title>MGM Resorts International</title><cusip>552953101</cusip><identifiers><isin value="US5529531015"/><ticker value="MGM"/><other otherDesc="2547419" value="Sedol"/></identifiers><balance>21611</balance><units>NS</units><curCd>USD</curCd><valUSD>255010</valUSD><pctVal>0.023</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>MSCI Inc</name><lei>549300HTIN2PD78UB763</lei><title>MSCI Inc</title><cusip>55354G100</cusip><identifiers><isin value="US55354G1004"/><ticker value="MSCI"/><other otherDesc="B2972D2" value="Sedol"/></identifiers><balance>10679</balance><units>NS</units><curCd>USD</curCd><valUSD>3085804</valUSD><pctVal>0.2782</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Marathon Petroleum Corp</name><lei>3BNYRYQHD39K4LCKQF12</lei><title>Marathon Petroleum Corp</title><cusip>56585A102</cusip><identifiers><isin value="US56585A1025"/><ticker value="MPC"/><other otherDesc="B3K3L40" value="Sedol"/></identifiers><balance>21221</balance><units>NS</units><curCd>USD</curCd><valUSD>501240</valUSD><pctVal>0.0452</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>MarketAxess Holdings Inc</name><lei>5493002U1CA1XJOVID83</lei><title>MarketAxess Holdings Inc</title><cusip>57060D108</cusip><identifiers><isin value="US57060D1081"/><ticker value="MKTX"/><other otherDesc="B03Q9D0" value="Sedol"/></identifiers><balance>17914</balance><units>NS</units><curCd>USD</curCd><valUSD>5957659</valUSD><pctVal>0.5372</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Marsh &amp; McLennan Cos Inc</name><lei>549300XMP3KDCKJXIU47</lei><title>Marsh &amp; McLennan Cos Inc</title><cusip>571748102</cusip><identifiers><isin value="US5717481023"/><ticker value="MMC"/><other otherDesc="2567741" value="Sedol"/></identifiers><balance>4538</balance><units>NS</units><curCd>USD</curCd><valUSD>392355</valUSD><pctVal>0.0354</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Martin Marietta Materials Inc</name><lei>5299005MZ4WZECVATV08</lei><title>Martin Marietta Materials Inc</title><cusip>573284106</cusip><identifiers><isin value="US5732841060"/><ticker value="MLM"/><other otherDesc="2572079" value="Sedol"/></identifiers><balance>779</balance><units>NS</units><curCd>USD</curCd><valUSD>147410</valUSD><pctVal>0.0133</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Masco Corp</name><lei>5GCSNMQXHEYA1JO8QN11</lei><title>Masco Corp</title><cusip>574599106</cusip><identifiers><isin value="US5745991068"/><ticker value="MAS"/><other otherDesc="2570200" value="Sedol"/></identifiers><balance>24868</balance><units>NS</units><curCd>USD</curCd><valUSD>859687</valUSD><pctVal>0.0775</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Masimo Corp</name><lei>549300Q4A8JK0PIYCU29</lei><title>Masimo Corp</title><cusip>574795100</cusip><identifiers><isin value="US5747951003"/><ticker value="MASI"/><other otherDesc="B1YWR63" value="Sedol"/></identifiers><balance>6289</balance><units>NS</units><curCd>USD</curCd><valUSD>1113908</valUSD><pctVal>0.1004</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>McCormick &amp; Co Inc/MD</name><lei>549300JQQA6MQ4OJP259</lei><title>McCormick &amp; Co Inc/MD</title><cusip>579780206</cusip><identifiers><isin value="US5797802064"/><ticker value="MKC"/><other otherDesc="2550161" value="Sedol"/></identifiers><balance>5905</balance><units>NS</units><curCd>USD</curCd><valUSD>833845</valUSD><pctVal>0.0752</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Medical Properties Trust Inc</name><lei>254900U6E39J1MQCCY14</lei><title>Medical Properties Trust Inc</title><cusip>58463J304</cusip><identifiers><isin value="US58463J3041"/><ticker value="MPW"/><other otherDesc="B0JL5L9" value="Sedol"/></identifiers><balance>508408</balance><units>NS</units><curCd>USD</curCd><valUSD>8790374</valUSD><pctVal>0.7926</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Merck &amp; Co Inc</name><lei>4YV9Y5M8S0BRK1RP0397</lei><title>Merck &amp; Co Inc</title><cusip>58933Y105</cusip><identifiers><isin value="US58933Y1055"/><ticker value="MRK"/><other otherDesc="2778844" value="Sedol"/></identifiers><balance>59066</balance><units>NS</units><curCd>USD</curCd><valUSD>4544538</valUSD><pctVal>0.4098</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Microsoft Corp</name><lei>INR2EJN1ERAN0W5ZP974</lei><title>Microsoft Corp</title><cusip>594918104</cusip><identifiers><isin value="US5949181045"/><ticker value="MSFT"/><other otherDesc="2588173" value="Sedol"/></identifiers><balance>26441</balance><units>NS</units><curCd>USD</curCd><valUSD>4170010</valUSD><pctVal>0.376</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Micron Technology Inc</name><lei>B3DXGBC8GAIYWI2Z0172</lei><title>Micron Technology Inc</title><cusip>595112103</cusip><identifiers><isin value="US5951121038"/><ticker value="MU"/><other otherDesc="2588184" value="Sedol"/></identifiers><balance>7182</balance><units>NS</units><curCd>USD</curCd><valUSD>302075</valUSD><pctVal>0.0272</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Mid-America Apartment Communit</name><lei>549300FQZKFR5YNSHZ21</lei><title>Mid-America Apartment Communities Inc</title><cusip>59522J103</cusip><identifiers><isin value="US59522J1034"/><ticker value="MAA"/><other otherDesc="2589132" value="Sedol"/></identifiers><balance>64584</balance><units>NS</units><curCd>USD</curCd><valUSD>6654089</valUSD><pctVal>0.6</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Moderna Inc</name><lei>549300EI6OKH5K5Q2G38</lei><title>Moderna Inc</title><cusip>60770K107</cusip><identifiers><isin value="US60770K1079"/><ticker value="MRNA"/><other otherDesc="BGSXTS3" 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value="Sedol"/></identifiers><balance>2919</balance><units>NS</units><curCd>USD</curCd><valUSD>617368</valUSD><pctVal>0.0557</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Morgan Stanley</name><lei>IGJSJL3JD5P30I6NJZ34</lei><title>Morgan Stanley</title><cusip>617446448</cusip><identifiers><isin value="US6174464486"/><ticker value="MS"/><other otherDesc="2262314" value="Sedol"/></identifiers><balance>94181</balance><units>NS</units><curCd>USD</curCd><valUSD>3202154</valUSD><pctVal>0.2887</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>NRG Energy Inc</name><lei>5E2UPK5SW04M13XY7I38</lei><title>NRG Energy Inc</title><cusip>629377508</cusip><identifiers><isin value="US6293775085"/><ticker value="NRG"/><other otherDesc="2212922" value="Sedol"/></identifiers><balance>5246</balance><units>NS</units><curCd>USD</curCd><valUSD>143006</valUSD><pctVal>0.0129</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>NVR Inc</name><lei>529900RWXR4JI3JYTV70</lei><title>NVR Inc</title><cusip>62944T105</cusip><identifiers><isin value="US62944T1051"/><ticker value="NVR"/><other otherDesc="2637785" value="Sedol"/></identifiers><balance>2663</balance><units>NS</units><curCd>USD</curCd><valUSD>6841540</valUSD><pctVal>0.6169</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>National Retail Properties Inc</name><lei>5493008JKH5SOTI0JS97</lei><title>National Retail Properties Inc</title><cusip>637417106</cusip><identifiers><isin value="US6374171063"/><ticker value="NNN"/><other otherDesc="2211811" value="Sedol"/></identifiers><balance>133593</balance><units>NS</units><curCd>USD</curCd><valUSD>4300359</valUSD><pctVal>0.3878</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Netflix Inc</name><lei>549300Y7VHGU0I7CE873</lei><title>Netflix Inc</title><cusip>64110L106</cusip><identifiers><isin value="US64110L1061"/><ticker value="NFLX"/><other otherDesc="2857817" value="Sedol"/></identifiers><balance>4055</balance><units>NS</units><curCd>USD</curCd><valUSD>1522652</valUSD><pctVal>0.1373</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Neurocrine Biosciences Inc</name><lei>549300FECER0XBN49756</lei><title>Neurocrine Biosciences Inc</title><cusip>64125C109</cusip><identifiers><isin value="US64125C1099"/><ticker value="NBIX"/><other otherDesc="2623911" value="Sedol"/></identifiers><balance>29473</balance><units>NS</units><curCd>USD</curCd><valUSD>2550888</valUSD><pctVal>0.23</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>New Residential Investment Cor</name><lei>549300WNTHGEO5LP2G31</lei><title>New Residential Investment Corp</title><cusip>64828T201</cusip><identifiers><isin value="US64828T2015"/><ticker value="NRZ"/><other otherDesc="BRJ9GW0" value="Sedol"/></identifiers><balance>62205</balance><units>NS</units><curCd>USD</curCd><valUSD>311647</valUSD><pctVal>0.0281</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>New York Community Bancorp Inc</name><lei>529900HVXOTLY61GL030</lei><title>New York Community Bancorp Inc</title><cusip>649445103</cusip><identifiers><isin value="US6494451031"/><ticker value="NYCB"/><other otherDesc="2711656" value="Sedol"/></identifiers><balance>595478</balance><units>NS</units><curCd>USD</curCd><valUSD>5591538</valUSD><pctVal>0.5042</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>New York Times Co</name><lei>529900J1WEMMIW7BOH57</lei><title>New York Times Co</title><cusip>650111107</cusip><identifiers><isin value="US6501111073"/><ticker value="NYT"/><other otherDesc="2632003" value="Sedol"/></identifiers><balance>13647</balance><units>NS</units><curCd>USD</curCd><valUSD>419099</valUSD><pctVal>0.0378</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><loanByFundCondition isLoanByFund="Y" loanVal="294107.23"/></securityLending></invstOrSec><invstOrSec><name>NewMarket Corp</name><lei>54930082CG88ERDREQ47</lei><title>NewMarket Corp</title><cusip>651587107</cusip><identifiers><isin value="US6515871076"/><ticker value="NEU"/><other otherDesc="B01CGF1" value="Sedol"/></identifiers><balance>2031</balance><units>NS</units><curCd>USD</curCd><valUSD>777609</valUSD><pctVal>0.0701</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Newmont Corp</name><lei>549300VSP3RIX7FGDZ51</lei><title>Newmont Corp</title><cusip>651639106</cusip><identifiers><isin value="US6516391066"/><ticker value="NEM"/><other otherDesc="2636607" value="Sedol"/></identifiers><balance>53434</balance><units>NS</units><curCd>USD</curCd><valUSD>2419492</valUSD><pctVal>0.2182</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>NextEra Energy Inc</name><lei>N/A</lei><title>NextEra Energy Inc</title><cusip>65339F101</cusip><identifiers><isin value="US65339F1012"/><ticker value="NEE"/><other otherDesc="2328915" value="Sedol"/></identifiers><balance>111700</balance><units>NS</units><curCd>USD</curCd><valUSD>26877254</valUSD><pctVal>2.4235</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>NIKE Inc</name><lei>787RXPR0UX0O0XUXPZ81</lei><title>NIKE Inc</title><cusip>654106103</cusip><identifiers><isin value="US6541061031"/><ticker value="NKE"/><other otherDesc="2640147" value="Sedol"/></identifiers><balance>10680</balance><units>NS</units><curCd>USD</curCd><valUSD>883663</valUSD><pctVal>0.0797</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Nordson Corp</name><lei>14OS6Q5N55N95WM84M53</lei><title>Nordson Corp</title><cusip>655663102</cusip><identifiers><isin value="US6556631025"/><ticker value="NDSN"/><other otherDesc="2641838" value="Sedol"/></identifiers><balance>45638</balance><units>NS</units><curCd>USD</curCd><valUSD>6164325</valUSD><pctVal>0.5558</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Northern Trust Corp</name><lei>549300GLF98S992BC502</lei><title>Northern Trust Corp</title><cusip>665859104</cusip><identifiers><isin value="US6658591044"/><ticker value="NTRS"/><other otherDesc="2648668" value="Sedol"/></identifiers><balance>10159</balance><units>NS</units><curCd>USD</curCd><valUSD>766598</valUSD><pctVal>0.0691</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>NortonLifeLock Inc</name><lei>YF6ZV0M6AU4FY94MK914</lei><title>NortonLifeLock Inc</title><cusip>668771108</cusip><identifiers><isin value="US6687711084"/><ticker value="NLOK"/><other otherDesc="BJN4XN5" value="Sedol"/></identifiers><balance>58250</balance><units>NS</units><curCd>USD</curCd><valUSD>1089857</valUSD><pctVal>0.0983</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Nuance Communications Inc</name><lei>AEMSOT3SS15TNMJCE605</lei><title>Nuance Communications Inc</title><cusip>67020Y100</cusip><identifiers><isin value="US67020Y1001"/><ticker value="NUAN"/><other otherDesc="2402121" value="Sedol"/></identifiers><balance>72227</balance><units>NS</units><curCd>USD</curCd><valUSD>1211969</valUSD><pctVal>0.1093</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>NVIDIA Corp</name><lei>549300S4KLFTLO7GSQ80</lei><title>NVIDIA Corp</title><cusip>67066G104</cusip><identifiers><isin value="US67066G1040"/><ticker value="NVDA"/><other otherDesc="2379504" value="Sedol"/></identifiers><balance>15594</balance><units>NS</units><curCd>USD</curCd><valUSD>4110578</valUSD><pctVal>0.3706</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>OGE Energy Corp</name><lei>CE5OG6JPOZMDSA0LAQ19</lei><title>OGE Energy Corp</title><cusip>670837103</cusip><identifiers><isin value="US6708371033"/><ticker value="OGE"/><other otherDesc="2657802" value="Sedol"/></identifiers><balance>229779</balance><units>NS</units><curCd>USD</curCd><valUSD>7061109</valUSD><pctVal>0.6367</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>O'Reilly Automotive Inc</name><lei>549300K2RLMQL149Q332</lei><title>O'Reilly Automotive Inc</title><cusip>67103H107</cusip><identifiers><isin value="US67103H1077"/><ticker value="ORLY"/><other otherDesc="B65LWX6" value="Sedol"/></identifiers><balance>13400</balance><units>NS</units><curCd>USD</curCd><valUSD>4034070</valUSD><pctVal>0.3637</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Old Dominion Freight Line Inc</name><lei>5299009TWK32WE417T96</lei><title>Old Dominion Freight Line Inc</title><cusip>679580100</cusip><identifiers><isin value="US6795801009"/><ticker value="ODFL"/><other otherDesc="2656423" value="Sedol"/></identifiers><balance>38562</balance><units>NS</units><curCd>USD</curCd><valUSD>5061648</valUSD><pctVal>0.4564</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Omega Healthcare Investors Inc</name><lei>549300OJ7ENK42CZ8E73</lei><title>Omega Healthcare Investors Inc</title><cusip>681936100</cusip><identifiers><isin value="US6819361006"/><ticker value="OHI"/><other otherDesc="2043274" value="Sedol"/></identifiers><balance>279583</balance><units>NS</units><curCd>USD</curCd><valUSD>7420133</valUSD><pctVal>0.6691</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Owens Corning</name><lei>JO5M6676RDJIZ2U8X907</lei><title>Owens Corning</title><cusip>690742101</cusip><identifiers><isin value="US6907421019"/><ticker value="OC"/><other otherDesc="B1FW7Q2" value="Sedol"/></identifiers><balance>60852</balance><units>NS</units><curCd>USD</curCd><valUSD>2361666</valUSD><pctVal>0.2129</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>PBF Energy Inc</name><lei>2549003PBEDCSZMZIY02</lei><title>PBF Energy Inc</title><cusip>69318G106</cusip><identifiers><isin value="US69318G1067"/><ticker value="PBF"/><other otherDesc="B7F4TJ7" value="Sedol"/></identifiers><balance>99469</balance><units>NS</units><curCd>USD</curCd><valUSD>704241</valUSD><pctVal>0.0635</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>PG&amp;E Corp</name><lei>8YQ2GSDWYZXO2EDN3511</lei><title>PG&amp;E Corp</title><cusip>69331C108</cusip><identifiers><isin value="US69331C1080"/><ticker value="PCG"/><other otherDesc="2689560" value="Sedol"/></identifiers><balance>45920</balance><units>NS</units><curCd>USD</curCd><valUSD>412821</valUSD><pctVal>0.0372</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><loanByFundCondition isLoanByFund="Y" loanVal="299731.32"/></securityLending></invstOrSec><invstOrSec><name>PNC Financial Services Group I</name><lei>CFGNEKW0P8842LEUIA51</lei><title>PNC Financial Services Group Inc</title><cusip>693475105</cusip><identifiers><isin value="US6934751057"/><ticker value="PNC"/><other otherDesc="2692665" value="Sedol"/></identifiers><balance>31462</balance><units>NS</units><curCd>USD</curCd><valUSD>3011543</valUSD><pctVal>0.2715</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>PPG Industries Inc</name><lei>549300BKPEP01R3V6C59</lei><title>PPG Industries Inc</title><cusip>693506107</cusip><identifiers><isin value="US6935061076"/><ticker value="PPG"/><other otherDesc="2698470" value="Sedol"/></identifiers><balance>10483</balance><units>NS</units><curCd>USD</curCd><valUSD>876379</valUSD><pctVal>0.079</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>PPL Corp</name><lei>9N3UAJSNOUXFKQLF3V18</lei><title>PPL Corp</title><cusip>69351T106</cusip><identifiers><isin value="US69351T1060"/><ticker value="PPL"/><other otherDesc="2680905" 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value="Sedol"/></identifiers><balance>217</balance><units>NS</units><curCd>USD</curCd><valUSD>18842</valUSD><pctVal>0.0017</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Palo Alto Networks Inc</name><lei>549300QXR2YVZV231H43</lei><title>Palo Alto Networks Inc</title><cusip>697435105</cusip><identifiers><isin value="US6974351057"/><ticker value="PANW"/><other otherDesc="B87ZMX0" value="Sedol"/></identifiers><balance>25293</balance><units>NS</units><curCd>USD</curCd><valUSD>4147040</valUSD><pctVal>0.3739</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Paycom Software Inc</name><lei>254900LSB0HNJUDC6Q18</lei><title>Paycom Software Inc</title><cusip>70432V102</cusip><identifiers><isin value="US70432V1026"/><ticker value="PAYC"/><other otherDesc="BL95MY0" value="Sedol"/></identifiers><balance>9060</balance><units>NS</units><curCd>USD</curCd><valUSD>1830211</valUSD><pctVal>0.165</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Paylocity Holding Corp</name><lei>549300VH75FTB4DIEE07</lei><title>Paylocity Holding Corp</title><cusip>70438V106</cusip><identifiers><isin value="US70438V1061"/><ticker value="PCTY"/><other otherDesc="BKM4N88" value="Sedol"/></identifiers><balance>28507</balance><units>NS</units><curCd>USD</curCd><valUSD>2517738</valUSD><pctVal>0.227</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Pegasystems Inc</name><lei>549300FMCOKPL06FYN26</lei><title>Pegasystems Inc</title><cusip>705573103</cusip><identifiers><isin value="US7055731035"/><ticker value="PEGA"/><other otherDesc="2675860" value="Sedol"/></identifiers><balance>2483</balance><units>NS</units><curCd>USD</curCd><valUSD>176864</valUSD><pctVal>0.0159</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Penumbra Inc</name><lei>549300RGE06P3ECANU72</lei><title>Penumbra Inc</title><cusip>70975L107</cusip><identifiers><isin value="US70975L1070"/><ticker value="PEN"/><other otherDesc="BZ0V201" value="Sedol"/></identifiers><balance>2879</balance><units>NS</units><curCd>USD</curCd><valUSD>464469</valUSD><pctVal>0.0419</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>PepsiCo Inc</name><lei>FJSUNZKFNQ5YPJ5OT455</lei><title>PepsiCo Inc</title><cusip>713448108</cusip><identifiers><isin value="US7134481081"/><ticker value="PEP"/><other otherDesc="2681511" value="Sedol"/></identifiers><balance>4243</balance><units>NS</units><curCd>USD</curCd><valUSD>509584</valUSD><pctVal>0.0459</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Phillips 66</name><lei>5493005JBO5YSIGK1814</lei><title>Phillips 66</title><cusip>718546104</cusip><identifiers><isin value="US7185461040"/><ticker value="PSX"/><other otherDesc="B78C4Y8" value="Sedol"/></identifiers><balance>18050</balance><units>NS</units><curCd>USD</curCd><valUSD>968382</valUSD><pctVal>0.0873</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Pool Corp</name><lei>5493005VZK1KMN6CO617</lei><title>Pool Corp</title><cusip>73278L105</cusip><identifiers><isin value="US73278L1052"/><ticker value="POOL"/><other otherDesc="2781585" value="Sedol"/></identifiers><balance>12300</balance><units>NS</units><curCd>USD</curCd><valUSD>2420271</valUSD><pctVal>0.2182</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>T Rowe Price Group Inc</name><lei>549300SIV6FPS9Y7IH33</lei><title>T Rowe Price Group Inc</title><cusip>74144T108</cusip><identifiers><isin value="US74144T1088"/><ticker value="TROW"/><other otherDesc="2702337" value="Sedol"/></identifiers><balance>2209</balance><units>NS</units><curCd>USD</curCd><valUSD>215709</valUSD><pctVal>0.0195</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Procter &amp; Gamble Co</name><lei>2572IBTT8CCZW6AU4141</lei><title>Procter &amp; Gamble Co</title><cusip>742718109</cusip><identifiers><isin value="US7427181091"/><ticker value="PG"/><other otherDesc="2704407" value="Sedol"/></identifiers><balance>58066</balance><units>NS</units><curCd>USD</curCd><valUSD>6387260</valUSD><pctVal>0.5759</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Progressive Corp</name><lei>529900TACNVLY9DCR586</lei><title>Progressive Corp</title><cusip>743315103</cusip><identifiers><isin value="US7433151039"/><ticker value="PGR"/><other otherDesc="2705024" value="Sedol"/></identifiers><balance>10122</balance><units>NS</units><curCd>USD</curCd><valUSD>747408</valUSD><pctVal>0.0674</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Prologis Inc</name><lei>529900DFH19P073LZ636</lei><title>Prologis Inc</title><cusip>74340W103</cusip><identifiers><isin value="US74340W1036"/><ticker value="PLD"/><other otherDesc="B44WZD7" value="Sedol"/></identifiers><balance>19027</balance><units>NS</units><curCd>USD</curCd><valUSD>1529200</valUSD><pctVal>0.1379</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Public Service Enterprise Grou</name><lei>PUSS41EMO3E6XXNV3U28</lei><title>Public Service Enterprise Group Inc</title><cusip>744573106</cusip><identifiers><isin value="US7445731067"/><ticker value="PEG"/><other otherDesc="2707677" value="Sedol"/></identifiers><balance>6144</balance><units>NS</units><curCd>USD</curCd><valUSD>275927</valUSD><pctVal>0.0249</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>PulteGroup Inc</name><lei>N/A</lei><title>PulteGroup Inc</title><cusip>745867101</cusip><identifiers><isin value="US7458671010"/><ticker value="PHM"/><other otherDesc="2708841" value="Sedol"/></identifiers><balance>532504</balance><units>NS</units><curCd>USD</curCd><valUSD>11885489</valUSD><pctVal>1.0717</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Qorvo Inc</name><lei>254900YAUJV2EUEVBR11</lei><title>Qorvo Inc</title><cusip>74736K101</cusip><identifiers><isin value="US74736K1016"/><ticker value="QRVO"/><other otherDesc="BR9YYP4" value="Sedol"/></identifiers><balance>174161</balance><units>NS</units><curCd>USD</curCd><valUSD>14042601</valUSD><pctVal>1.2662</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>RPM International Inc</name><lei>549300TJCKW4BRXPJ474</lei><title>RPM International Inc</title><cusip>749685103</cusip><identifiers><isin value="US7496851038"/><ticker value="RPM"/><other otherDesc="2756174" value="Sedol"/></identifiers><balance>96371</balance><units>NS</units><curCd>USD</curCd><valUSD>5734074</valUSD><pctVal>0.517</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Rayonier Inc</name><lei>HGV8VDVNL0W6SF2U9C50</lei><title>Rayonier Inc</title><cusip>754907103</cusip><identifiers><isin value="US7549071030"/><ticker value="RYN"/><other otherDesc="2473138" value="Sedol"/></identifiers><balance>47976</balance><units>NS</units><curCd>USD</curCd><valUSD>1129835</valUSD><pctVal>0.1019</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Raytheon Co</name><lei>YR6K3WJN0KKLUPZSNL57</lei><title>Raytheon Co</title><cusip>755111507</cusip><identifiers><isin value="US7551115071"/><ticker value="RTN"/><other otherDesc="2758051" value="Sedol"/></identifiers><balance>1387</balance><units>NS</units><curCd>USD</curCd><valUSD>181905</valUSD><pctVal>0.0164</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Realty Income Corp</name><lei>549300CUWDAUZSH43859</lei><title>Realty Income Corp</title><cusip>756109104</cusip><identifiers><isin value="US7561091049"/><ticker value="O"/><other otherDesc="2724193" value="Sedol"/></identifiers><balance>151791</balance><units>NS</units><curCd>USD</curCd><valUSD>7568299</valUSD><pctVal>0.6824</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Regeneron Pharmaceuticals Inc</name><lei>549300RCBFWIRX3HYQ56</lei><title>Regeneron Pharmaceuticals Inc</title><cusip>75886F107</cusip><identifiers><isin value="US75886F1075"/><ticker value="REGN"/><other otherDesc="2730190" value="Sedol"/></identifiers><balance>5741</balance><units>NS</units><curCd>USD</curCd><valUSD>2803273</valUSD><pctVal>0.2528</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Republic Services Inc</name><lei>NKNQHM6BLECKVOQP7O46</lei><title>Republic Services Inc</title><cusip>760759100</cusip><identifiers><isin value="US7607591002"/><ticker value="RSG"/><other otherDesc="2262530" value="Sedol"/></identifiers><balance>152833</balance><units>NS</units><curCd>USD</curCd><valUSD>11471645</valUSD><pctVal>1.0344</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>ResMed Inc</name><lei>529900T3QE5253CCXF22</lei><title>ResMed Inc</title><cusip>761152107</cusip><identifiers><isin value="US7611521078"/><ticker value="RMD"/><other otherDesc="2732903" value="Sedol"/></identifiers><balance>3171</balance><units>NS</units><curCd>USD</curCd><valUSD>467057</valUSD><pctVal>0.0421</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>RingCentral Inc</name><lei>549300C8EH0H1614VE84</lei><title>RingCentral Inc</title><cusip>76680R206</cusip><identifiers><isin value="US76680R2067"/><ticker value="RNG"/><other otherDesc="BDZCRX3" value="Sedol"/></identifiers><balance>4814</balance><units>NS</units><curCd>USD</curCd><valUSD>1020135</valUSD><pctVal>0.092</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Rollins Inc</name><lei>549300F2A0BXT4SGWD84</lei><title>Rollins Inc</title><cusip>775711104</cusip><identifiers><isin value="US7757111049"/><ticker value="ROL"/><other otherDesc="2747305" value="Sedol"/></identifiers><balance>10266</balance><units>NS</units><curCd>USD</curCd><valUSD>371013</valUSD><pctVal>0.0335</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Ross Stores Inc</name><lei>549300ENZFLPGRDFZQ60</lei><title>Ross Stores Inc</title><cusip>778296103</cusip><identifiers><isin value="US7782961038"/><ticker value="ROST"/><other otherDesc="2746711" value="Sedol"/></identifiers><balance>81694</balance><units>NS</units><curCd>USD</curCd><valUSD>7104927</valUSD><pctVal>0.6406</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Royal Gold Inc</name><lei>5493001NGRU6SFL04184</lei><title>Royal Gold Inc</title><cusip>780287108</cusip><identifiers><isin value="US7802871084"/><ticker value="RGLD"/><other otherDesc="2755706" value="Sedol"/></identifiers><balance>25313</balance><units>NS</units><curCd>USD</curCd><valUSD>2220203</valUSD><pctVal>0.2002</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>S&amp;P Global Inc</name><lei>Y6X4K52KMJMZE7I7MY94</lei><title>S&amp;P Global Inc</title><cusip>78409V104</cusip><identifiers><isin value="US78409V1044"/><ticker value="SPGI"/><other otherDesc="BYV2325" value="Sedol"/></identifiers><balance>979</balance><units>NS</units><curCd>USD</curCd><valUSD>239904</valUSD><pctVal>0.0216</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>SBA Communications Corp</name><lei>5299001HX8ZN8Y8QIT49</lei><title>SBA Communications Corp</title><cusip>78410G104</cusip><identifiers><isin value="US78410G1040"/><ticker value="SBAC"/><other otherDesc="BZ6TS23" value="Sedol"/></identifiers><balance>3104</balance><units>NS</units><curCd>USD</curCd><valUSD>837987</valUSD><pctVal>0.0756</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>SS&amp;C Technologies Holdings Inc</name><lei>529900POY8H7NPPNKK71</lei><title>SS&amp;C Technologies Holdings Inc</title><cusip>78467J100</cusip><identifiers><isin value="US78467J1007"/><ticker value="SSNC"/><other otherDesc="B58YSC6" value="Sedol"/></identifiers><balance>10382</balance><units>NS</units><curCd>USD</curCd><valUSD>454939</valUSD><pctVal>0.041</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>salesforce.com Inc</name><lei>RCGZFPDMRW58VJ54VR07</lei><title>salesforce.com Inc</title><cusip>79466L302</cusip><identifiers><isin value="US79466L3024"/><ticker value="CRM"/><other otherDesc="2310525" 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value="Sedol"/></identifiers><balance>25602</balance><units>NS</units><curCd>USD</curCd><valUSD>2953959</valUSD><pctVal>0.2664</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Sempra Energy</name><lei>PBBKGKLRK5S5C0Y4T545</lei><title>Sempra Energy</title><cusip>816851109</cusip><identifiers><isin value="US8168511090"/><ticker value="SRE"/><other otherDesc="2138158" value="Sedol"/></identifiers><balance>32239</balance><units>NS</units><curCd>USD</curCd><valUSD>3642685</valUSD><pctVal>0.3285</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>ServiceNow Inc</name><lei>549300HJTQM36M0E1G39</lei><title>ServiceNow Inc</title><cusip>81762P102</cusip><identifiers><isin value="US81762P1021"/><ticker value="NOW"/><other otherDesc="B80NXX8" value="Sedol"/></identifiers><balance>1067</balance><units>NS</units><curCd>USD</curCd><valUSD>305781</valUSD><pctVal>0.0276</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Sherwin-Williams Co</name><lei>Z15BMIOX8DDH0X2OBP21</lei><title>Sherwin-Williams Co</title><cusip>824348106</cusip><identifiers><isin value="US8243481061"/><ticker value="SHW"/><other otherDesc="2804211" value="Sedol"/></identifiers><balance>436</balance><units>NS</units><curCd>USD</curCd><valUSD>200351</valUSD><pctVal>0.0181</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Signature Bank/New York NY</name><lei>VLP5AP0XK2GM6GKD1007</lei><title>Signature Bank/New York NY</title><cusip>82669G104</cusip><identifiers><isin value="US82669G1040"/><ticker value="SBNY"/><other otherDesc="B00JQL9" value="Sedol"/></identifiers><balance>8340</balance><units>NS</units><curCd>USD</curCd><valUSD>670453</valUSD><pctVal>0.0605</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Sirius XM Holdings Inc</name><lei>54930055RWDMVXAGZK98</lei><title>Sirius XM Holdings Inc</title><cusip>82968B103</cusip><identifiers><isin value="US82968B1035"/><ticker value="SIRI"/><other otherDesc="BGLDK10" value="Sedol"/></identifiers><balance>441893</balance><units>NS</units><curCd>USD</curCd><valUSD>2182951</valUSD><pctVal>0.1968</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Skechers U.S.A. Inc</name><lei>529900D2R54KZPA4XR56</lei><title>Skechers U.S.A. Inc</title><cusip>830566105</cusip><identifiers><isin value="US8305661055"/><ticker value="SKX"/><other otherDesc="2428042" value="Sedol"/></identifiers><balance>9224</balance><units>NS</units><curCd>USD</curCd><valUSD>218978</valUSD><pctVal>0.0197</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Skyworks Solutions Inc</name><lei>549300WZ3ORQ2BVKBD96</lei><title>Skyworks Solutions Inc</title><cusip>83088M102</cusip><identifiers><isin value="US83088M1027"/><ticker value="SWKS"/><other otherDesc="2961053" value="Sedol"/></identifiers><balance>150476</balance><units>NS</units><curCd>USD</curCd><valUSD>13449545</valUSD><pctVal>1.2127</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Southern Co</name><lei>549300FC3G3YU2FBZD92</lei><title>Southern Co</title><cusip>842587107</cusip><identifiers><isin value="US8425871071"/><ticker value="SO"/><other otherDesc="2829601" value="Sedol"/></identifiers><balance>169386</balance><units>NS</units><curCd>USD</curCd><valUSD>9170558</valUSD><pctVal>0.8269</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Southern Copper Corp</name><lei>2549007U6NAP46Q9TU15</lei><title>Southern Copper Corp</title><cusip>84265V105</cusip><identifiers><isin value="US84265V1052"/><ticker value="SCCO"/><other otherDesc="2823777" value="Sedol"/></identifiers><balance>47508</balance><units>NS</units><curCd>USD</curCd><valUSD>1337825</valUSD><pctVal>0.1206</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Spirit Realty Capital Inc</name><lei>549300LTU6LVPZSHMJ25</lei><title>Spirit Realty Capital Inc</title><cusip>84860W300</cusip><identifiers><isin value="US84860W3007"/><ticker value="SRC"/><other otherDesc="BHHZBZ8" value="Sedol"/></identifiers><balance>49323</balance><units>NS</units><curCd>USD</curCd><valUSD>1289796</valUSD><pctVal>0.1163</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Starbucks Corp</name><lei>OQSJ1DU9TAOC51A47K68</lei><title>Starbucks Corp</title><cusip>855244109</cusip><identifiers><isin value="US8552441094"/><ticker value="SBUX"/><other otherDesc="2842255" value="Sedol"/></identifiers><balance>3503</balance><units>NS</units><curCd>USD</curCd><valUSD>230287</valUSD><pctVal>0.0208</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Starwood Property Trust Inc</name><lei>BUGSFQZERKRBFWIG5267</lei><title>Starwood Property Trust Inc</title><cusip>85571B105</cusip><identifiers><isin value="US85571B1052"/><ticker value="STWD"/><other otherDesc="B3PQ520" value="Sedol"/></identifiers><balance>63700</balance><units>NS</units><curCd>USD</curCd><valUSD>652925</valUSD><pctVal>0.0589</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>State Street Corp</name><lei>549300ZFEEJ2IP5VME73</lei><title>State Street Corp</title><cusip>857477103</cusip><identifiers><isin value="US8574771031"/><ticker value="STT"/><other otherDesc="2842040" value="Sedol"/></identifiers><balance>138874</balance><units>NS</units><curCd>USD</curCd><valUSD>7397818</valUSD><pctVal>0.667</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Stericycle Inc</name><lei>B8PTJH2P0AXSWSMP2136</lei><title>Stericycle Inc</title><cusip>858912108</cusip><identifiers><isin value="US8589121081"/><ticker value="SRCL"/><other otherDesc="2860826" value="Sedol"/></identifiers><balance>73898</balance><units>NS</units><curCd>USD</curCd><valUSD>3589965</valUSD><pctVal>0.3237</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>STORE Capital Corp</name><lei>5493004EA6C9IHDZ7N66</lei><title>STORE Capital Corp</title><cusip>862121100</cusip><identifiers><isin value="US8621211007"/><ticker value="STOR"/><other otherDesc="BSKRKJ5" value="Sedol"/></identifiers><balance>330017</balance><units>NS</units><curCd>USD</curCd><valUSD>5979908</valUSD><pctVal>0.5392</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Sun Communities Inc</name><lei>549300H5GEOJYN41ZG57</lei><title>Sun Communities Inc</title><cusip>866674104</cusip><identifiers><isin value="US8666741041"/><ticker value="SUI"/><other otherDesc="2860257" value="Sedol"/></identifiers><balance>140523</balance><units>NS</units><curCd>USD</curCd><valUSD>17544297</valUSD><pctVal>1.5819</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>SYNNEX Corp</name><lei>5493004HI6PFLF46NS53</lei><title>SYNNEX Corp</title><cusip>87162W100</cusip><identifiers><isin value="US87162W1009"/><ticker value="SNX"/><other otherDesc="2002554" value="Sedol"/></identifiers><balance>24036</balance><units>NS</units><curCd>USD</curCd><valUSD>1757032</valUSD><pctVal>0.1584</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Synchrony Financial</name><lei>549300RS7EWPM9MA6C78</lei><title>Synchrony Financial</title><cusip>87165B103</cusip><identifiers><isin value="US87165B1035"/><ticker value="SYF"/><other otherDesc="BP96PS6" value="Sedol"/></identifiers><balance>10845</balance><units>NS</units><curCd>USD</curCd><valUSD>174496</valUSD><pctVal>0.0157</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Sysco Corp</name><lei>5RGWIFLMGH3YS7KWI652</lei><title>Sysco Corp</title><cusip>871829107</cusip><identifiers><isin value="US8718291078"/><ticker value="SYY"/><other otherDesc="2868165" value="Sedol"/></identifiers><balance>115525</balance><units>NS</units><curCd>USD</curCd><valUSD>5271406</valUSD><pctVal>0.4753</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>TCF Financial Corp</name><lei>549300UK6KFVK4A0D603</lei><title>TCF Financial Corp</title><cusip>872307103</cusip><identifiers><isin value="US8723071036"/><ticker value="TCF"/><other otherDesc="BK5FNZ5" value="Sedol"/></identifiers><balance>47275</balance><units>NS</units><curCd>USD</curCd><valUSD>1071251</valUSD><pctVal>0.0966</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>TJX Cos Inc</name><lei>V167QI9I69W364E2DY52</lei><title>TJX Cos Inc</title><cusip>872540109</cusip><identifiers><isin value="US8725401090"/><ticker value="TJX"/><other otherDesc="2989301" value="Sedol"/></identifiers><balance>77018</balance><units>NS</units><curCd>USD</curCd><valUSD>3682231</valUSD><pctVal>0.332</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Target Corp</name><lei>8WDDFXB5T1Z6J0XC1L66</lei><title>Target Corp</title><cusip>87612E106</cusip><identifiers><isin value="US87612E1064"/><ticker value="TGT"/><other otherDesc="2259101" value="Sedol"/></identifiers><balance>13357</balance><units>NS</units><curCd>USD</curCd><valUSD>1241800</valUSD><pctVal>0.112</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Teledyne Technologies Inc</name><lei>549300VSMO9KYQWDND94</lei><title>Teledyne Technologies Inc</title><cusip>879360105</cusip><identifiers><isin value="US8793601050"/><ticker value="TDY"/><other otherDesc="2503477" value="Sedol"/></identifiers><balance>8550</balance><units>NS</units><curCd>USD</curCd><valUSD>2541658</valUSD><pctVal>0.2292</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Teradyne Inc</name><lei>C3X4YJ278QNZHRJULN75</lei><title>Teradyne Inc</title><cusip>880770102</cusip><identifiers><isin value="US8807701029"/><ticker value="TER"/><other otherDesc="2884183" value="Sedol"/></identifiers><balance>39228</balance><units>NS</units><curCd>USD</curCd><valUSD>2124981</valUSD><pctVal>0.1916</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Tesla Inc</name><lei>54930043XZGB27CTOV49</lei><title>Tesla Inc</title><cusip>88160R101</cusip><identifiers><isin value="US88160R1014"/><ticker value="TSLA"/><other otherDesc="B616C79" value="Sedol"/></identifiers><balance>58203</balance><units>NS</units><curCd>USD</curCd><valUSD>30494384</valUSD><pctVal>2.7496</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Thor Industries Inc</name><lei>254900XZO1228PDSG060</lei><title>Thor Industries Inc</title><cusip>885160101</cusip><identifiers><isin value="US8851601018"/><ticker value="THO"/><other otherDesc="2889876" value="Sedol"/></identifiers><balance>23537</balance><units>NS</units><curCd>USD</curCd><valUSD>992791</valUSD><pctVal>0.0895</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><loanByFundCondition isLoanByFund="Y" loanVal="748444.8"/></securityLending></invstOrSec><invstOrSec><name>Timken Co</name><lei>B0I35MLPFXZSE70ASS73</lei><title>Timken Co</title><cusip>887389104</cusip><identifiers><isin value="US8873891043"/><ticker value="TKR"/><other otherDesc="2892807" value="Sedol"/></identifiers><balance>46451</balance><units>NS</units><curCd>USD</curCd><valUSD>1502225</valUSD><pctVal>0.1355</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Toll Brothers Inc</name><lei>529900JB6IS9MSZGVR44</lei><title>Toll Brothers Inc</title><cusip>889478103</cusip><identifiers><isin value="US8894781033"/><ticker value="TOL"/><other otherDesc="2896092" 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value="Sedol"/></identifiers><balance>2362852</balance><units>NS</units><curCd>USD</curCd><valUSD>2362852</valUSD><pctVal>0.2131</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>PF</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>2</fairValLevel><securityLending><cashCollateralCondition cashCollateralVal="2362852" isCashCollateral="Y"/><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Truist Financial Corp</name><lei>549300DRQQI75D2JP341</lei><title>Truist Financial Corp</title><cusip>89832Q109</cusip><identifiers><isin value="US89832Q1094"/><ticker value="TFC"/><other otherDesc="BKP7287" value="Sedol"/></identifiers><balance>3732</balance><units>NS</units><curCd>USD</curCd><valUSD>115095</valUSD><pctVal>0.0104</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Two Harbors Investment Corp</name><lei>549300ZUIBT6KH4HU823</lei><title>Two Harbors Investment Corp</title><cusip>90187B408</cusip><identifiers><isin value="US90187B4086"/><ticker value="TWO"/><other otherDesc="BD832H2" value="Sedol"/></identifiers><balance>207202</balance><units>NS</units><curCd>USD</curCd><valUSD>789440</valUSD><pctVal>0.0712</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Tyler Technologies Inc</name><lei>N/A</lei><title>Tyler Technologies Inc</title><cusip>902252105</cusip><identifiers><isin value="US9022521051"/><ticker value="TYL"/><other otherDesc="2909644" value="Sedol"/></identifiers><balance>38482</balance><units>NS</units><curCd>USD</curCd><valUSD>11412222</valUSD><pctVal>1.029</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>UDR Inc</name><lei>P3CH2EG5X6Z1XWU1OO74</lei><title>UDR Inc</title><cusip>902653104</cusip><identifiers><isin value="US9026531049"/><ticker value="UDR"/><other otherDesc="2727910" value="Sedol"/></identifiers><balance>2518</balance><units>NS</units><curCd>USD</curCd><valUSD>92008</valUSD><pctVal>0.0083</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>United Rentals Inc</name><lei>5323X5O7RN0NKFCDRY08</lei><title>United Rentals Inc</title><cusip>911363109</cusip><identifiers><isin value="US9113631090"/><ticker value="URI"/><other otherDesc="2134781" value="Sedol"/></identifiers><balance>25108</balance><units>NS</units><curCd>USD</curCd><valUSD>2583613</valUSD><pctVal>0.233</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>United Technologies Corp</name><lei>I07WOS4YJ0N7YRFE7309</lei><title>United Technologies Corp</title><cusip>913017109</cusip><identifiers><isin value="US9130171096"/><ticker value="UTX"/><other otherDesc="2915500" value="Sedol"/></identifiers><balance>2332</balance><units>NS</units><curCd>USD</curCd><valUSD>219978</valUSD><pctVal>0.0198</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>UnitedHealth Group Inc</name><lei>549300GHBMY8T5GXDE41</lei><title>UnitedHealth Group Inc</title><cusip>91324P102</cusip><identifiers><isin value="US91324P1021"/><ticker value="UNH"/><other otherDesc="2917766" value="Sedol"/></identifiers><balance>1792</balance><units>NS</units><curCd>USD</curCd><valUSD>446889</valUSD><pctVal>0.0403</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>VF Corp</name><lei>CWAJJ9DJ5Z7P057HV541</lei><title>VF Corp</title><cusip>918204108</cusip><identifiers><isin value="US9182041080"/><ticker value="VFC"/><other otherDesc="2928683" value="Sedol"/></identifiers><balance>49616</balance><units>NS</units><curCd>USD</curCd><valUSD>2683233</valUSD><pctVal>0.2419</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Valero Energy Corp</name><lei>549300XTO5VR8SKV1V74</lei><title>VALERO ENERGY CORP</title><cusip>91913Y100</cusip><identifiers><isin value="US91913Y1001"/><ticker value="VLO"/><other otherDesc="2041364" value="Sedol"/></identifiers><balance>53016</balance><units>NS</units><curCd>USD</curCd><valUSD>2404806</valUSD><pctVal>0.2168</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Varian Medical Systems Inc</name><lei>TK3LAKL7I0QNTCVWSY07</lei><title>Varian Medical Systems Inc</title><cusip>92220P105</cusip><identifiers><isin value="US92220P1057"/><ticker value="VAR"/><other otherDesc="2927516" value="Sedol"/></identifiers><balance>3283</balance><units>NS</units><curCd>USD</curCd><valUSD>337033</valUSD><pctVal>0.0304</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>VEREIT Inc</name><lei>5493002H54FNIBW75H44</lei><title>VEREIT Inc</title><cusip>92339V100</cusip><identifiers><isin value="US92339V1008"/><ticker value="VER"/><other otherDesc="BYVVTJ1" value="Sedol"/></identifiers><balance>107944</balance><units>NS</units><curCd>USD</curCd><valUSD>527846</valUSD><pctVal>0.0476</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Verizon Communications Inc</name><lei>2S72QS2UO2OESLG6Y829</lei><title>Verizon Communications Inc</title><cusip>92343V104</cusip><identifiers><isin value="US92343V1044"/><ticker value="VZ"/><other otherDesc="2090571" value="Sedol"/></identifiers><balance>15654</balance><units>NS</units><curCd>USD</curCd><valUSD>841089</valUSD><pctVal>0.0758</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Verisk Analytics Inc</name><lei>549300I1YSWNIRKBWP67</lei><title>Verisk Analytics Inc</title><cusip>92345Y106</cusip><identifiers><isin value="US92345Y1064"/><ticker value="VRSK"/><other otherDesc="B4P9W92" value="Sedol"/></identifiers><balance>2375</balance><units>NS</units><curCd>USD</curCd><valUSD>331027</valUSD><pctVal>0.0298</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Vertex Pharmaceuticals Inc</name><lei>54930015RAQRRZ5ZGJ91</lei><title>Vertex Pharmaceuticals Inc</title><cusip>92532F100</cusip><identifiers><isin value="US92532F1003"/><ticker value="VRTX"/><other otherDesc="2931034" value="Sedol"/></identifiers><balance>24082</balance><units>NS</units><curCd>USD</curCd><valUSD>5730312</valUSD><pctVal>0.5167</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>VICI Properties Inc</name><lei>254900RKH6RY9KCJQH63</lei><title>VICI Properties Inc</title><cusip>925652109</cusip><identifiers><isin value="US9256521090"/><ticker value="VICI"/><other otherDesc="BYWH073" value="Sedol"/></identifiers><balance>228144</balance><units>NS</units><curCd>USD</curCd><valUSD>3796316</valUSD><pctVal>0.3423</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>WEC Energy Group Inc</name><lei>549300IGLYTZUK3PVP70</lei><title>WEC Energy Group Inc</title><cusip>92939U106</cusip><identifiers><isin value="US92939U1060"/><ticker value="WEC"/><other otherDesc="BYY8XK8" value="Sedol"/></identifiers><balance>52464</balance><units>NS</units><curCd>USD</curCd><valUSD>4623652</valUSD><pctVal>0.4169</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Walmart Inc</name><lei>Y87794H0US1R65VBXU25</lei><title>Walmart Inc</title><cusip>931142103</cusip><identifiers><isin value="US9311421039"/><ticker value="WMT"/><other otherDesc="2936921" value="Sedol"/></identifiers><balance>28157</balance><units>NS</units><curCd>USD</curCd><valUSD>3199198</valUSD><pctVal>0.2885</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Weingarten Realty Investors</name><lei>549300JMKTJNB8GWHU88</lei><title>Weingarten Realty Investors</title><cusip>948741103</cusip><identifiers><isin value="US9487411038"/><ticker value="WRI"/><other otherDesc="2946618" value="Sedol"/></identifiers><balance>12470</balance><units>NS</units><curCd>USD</curCd><valUSD>179942</valUSD><pctVal>0.0162</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Wells Fargo &amp; Co</name><lei>PBLD0EJDB5FWOLXP3B76</lei><title>Wells Fargo &amp; Co</title><cusip>949746101</cusip><identifiers><isin value="US9497461015"/><ticker value="WFC"/><other otherDesc="2649100" value="Sedol"/></identifiers><balance>63679</balance><units>NS</units><curCd>USD</curCd><valUSD>1827587</valUSD><pctVal>0.1648</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Welltower Inc</name><lei>T6IZ0MBEG5ACZDTR7D06</lei><title>Welltower Inc</title><cusip>95040Q104</cusip><identifiers><isin value="US95040Q1040"/><ticker value="WELL"/><other otherDesc="BYVYHH4" value="Sedol"/></identifiers><balance>30349</balance><units>NS</units><curCd>USD</curCd><valUSD>1389377</valUSD><pctVal>0.1253</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Wendy's Co</name><lei>529900M0JIUCMWVKHG76</lei><title>Wendy's Co</title><cusip>95058W100</cusip><identifiers><isin value="US95058W1009"/><ticker value="WEN"/><other otherDesc="B3NXMJ9" value="Sedol"/></identifiers><balance>121870</balance><units>NS</units><curCd>USD</curCd><valUSD>1813426</valUSD><pctVal>0.1635</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Western Alliance Bancorp</name><lei>5493003VJXZ5JXT9S762</lei><title>Western Alliance Bancorp</title><cusip>957638109</cusip><identifiers><isin value="US9576381092"/><ticker value="WAL"/><other otherDesc="B0CCGJ4" value="Sedol"/></identifiers><balance>95334</balance><units>NS</units><curCd>USD</curCd><valUSD>2918174</valUSD><pctVal>0.2631</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Western Digital Corp</name><lei>549300QQXOOYEF89IC56</lei><title>Western Digital Corp</title><cusip>958102105</cusip><identifiers><isin value="US9581021055"/><ticker value="WDC"/><other otherDesc="2954699" value="Sedol"/></identifiers><balance>188981</balance><units>NS</units><curCd>USD</curCd><valUSD>7865389</valUSD><pctVal>0.7092</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Western Union Co</name><lei>28ID94QU1140NC23S047</lei><title>Western Union Co</title><cusip>959802109</cusip><identifiers><isin value="US9598021098"/><ticker value="WU"/><other otherDesc="B1F76F9" value="Sedol"/></identifiers><balance>568441</balance><units>NS</units><curCd>USD</curCd><valUSD>10305835</valUSD><pctVal>0.9293</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Weyerhaeuser Co</name><lei>08IRJODWFYBI7QWRGS31</lei><title>Weyerhaeuser Co</title><cusip>962166104</cusip><identifiers><isin value="US9621661043"/><ticker value="WY"/><other otherDesc="2958936" value="Sedol"/></identifiers><balance>60187</balance><units>NS</units><curCd>USD</curCd><valUSD>1020170</valUSD><pctVal>0.092</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>XPO Logistics Inc</name><lei>54930096DB9LCLPN7H13</lei><title>XPO Logistics Inc</title><cusip>983793100</cusip><identifiers><isin value="US9837931008"/><ticker value="XPO"/><other otherDesc="B6Z1355" value="Sedol"/></identifiers><balance>46826</balance><units>NS</units><curCd>USD</curCd><valUSD>2282767</valUSD><pctVal>0.2058</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Xcel Energy Inc</name><lei>LGJNMI9GH8XIDG5RCM61</lei><title>Xcel Energy Inc</title><cusip>98389B100</cusip><identifiers><isin value="US98389B1008"/><ticker value="XEL"/><other otherDesc="2614807" value="Sedol"/></identifiers><balance>217600</balance><units>NS</units><curCd>USD</curCd><valUSD>13121280</valUSD><pctVal>1.1831</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Zillow Group Inc</name><lei>2549002XEELQDIR6FU05</lei><title>Zillow Group Inc</title><cusip>98954M200</cusip><identifiers><isin value="US98954M2008"/><ticker value="Z"/><other otherDesc="BYXJF62" value="Sedol"/></identifiers><balance>39649</balance><units>NS</units><curCd>USD</curCd><valUSD>1428157</valUSD><pctVal>0.1288</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><loanByFundCondition isLoanByFund="Y" loanVal="991799.72"/></securityLending></invstOrSec><invstOrSec><name>Zoetis Inc</name><lei>549300HD9Q1LOC9KLJ48</lei><title>Zoetis Inc</title><cusip>98978V103</cusip><identifiers><isin value="US98978V1035"/><ticker value="ZTS"/><other otherDesc="B95WG16" value="Sedol"/></identifiers><balance>5153</balance><units>NS</units><curCd>USD</curCd><valUSD>606457</valUSD><pctVal>0.0547</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Allegion plc</name><lei>N/A</lei><title>Allegion PLC</title><cusip>G0176J109</cusip><identifiers><isin value="IE00BFRT3W74"/><ticker value="ALLE"/><other otherDesc="BFRT3W7" value="Sedol"/></identifiers><balance>9608</balance><units>NS</units><curCd>USD</curCd><valUSD>884128</valUSD><pctVal>0.0797</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>IE</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Allergan PLC</name><lei>635400FWJZQC1IPYUH69</lei><title>Allergan PLC</title><cusip>G0177J108</cusip><identifiers><isin value="IE00BY9D5467"/><ticker value="AGN"/><other otherDesc="BY9D546" value="Sedol"/></identifiers><balance>13334</balance><units>NS</units><curCd>USD</curCd><valUSD>2361451</valUSD><pctVal>0.2129</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>IE</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Amdocs Ltd</name><lei>N/A</lei><title>Amdocs Ltd</title><cusip>G02602103</cusip><identifiers><isin value="GB0022569080"/><ticker value="DOX"/><other otherDesc="2256908" value="Sedol"/></identifiers><balance>41012</balance><units>NS</units><curCd>USD</curCd><valUSD>2254430</valUSD><pctVal>0.2033</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>GG</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Aon PLC</name><lei>VVT2B79I2Z4U3R6BY589</lei><title>Aon PLC</title><cusip>G0408V102</cusip><identifiers><isin value="GB00B5BT0K07"/><ticker value="AON"/><other otherDesc="B5BT0K0" value="Sedol"/></identifiers><balance>1754</balance><units>NS</units><curCd>USD</curCd><valUSD>289480</valUSD><pctVal>0.0261</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>GB</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Arch Capital Group Ltd</name><lei>549300AYR4P8AFKDCE43</lei><title>Arch Capital Group Ltd</title><cusip>G0450A105</cusip><identifiers><isin value="BMG0450A1053"/><ticker value="ACGL"/><other otherDesc="2740542" value="Sedol"/></identifiers><balance>106190</balance><units>NS</units><curCd>USD</curCd><valUSD>3022167</valUSD><pctVal>0.2725</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>BM</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Assured Guaranty Ltd</name><lei>549300BBOQUJEPH87M14</lei><title>Assured Guaranty Ltd</title><cusip>G0585R106</cusip><identifiers><isin value="BMG0585R1060"/><ticker value="AGO"/><other otherDesc="B00V7H8" value="Sedol"/></identifiers><balance>17805</balance><units>NS</units><curCd>USD</curCd><valUSD>459191</valUSD><pctVal>0.0414</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>BM</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Eaton Corp PLC</name><lei>549300VDIGTMXUNT7H71</lei><title>Eaton Corp PLC</title><cusip>G29183103</cusip><identifiers><isin value="IE00B8KQN827"/><ticker value="ETN"/><other otherDesc="B8KQN82" value="Sedol"/></identifiers><balance>8837</balance><units>NS</units><curCd>USD</curCd><valUSD>686547</valUSD><pctVal>0.0619</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>IE</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Everest Re Group Ltd</name><lei>549300N24XF2VV0B3570</lei><title>Everest Re Group Ltd</title><cusip>G3223R108</cusip><identifiers><isin value="BMG3223R1088"/><ticker value="RE"/><other otherDesc="2556868" value="Sedol"/></identifiers><balance>1937</balance><units>NS</units><curCd>USD</curCd><valUSD>372718</valUSD><pctVal>0.0336</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>BM</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Horizon Therapeutics Plc</name><lei>529900P0GSQ79OOZEV53</lei><title>Horizon Therapeutics Plc</title><cusip>G46188101</cusip><identifiers><isin value="IE00BQPVQZ61"/><ticker value="HZNP"/><other otherDesc="BQPVQZ6" value="Sedol"/></identifiers><balance>229861</balance><units>NS</units><curCd>USD</curCd><valUSD>6808483</valUSD><pctVal>0.6139</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>IE</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>IHS Markit Ltd</name><lei>549300HLPTRASHS0E726</lei><title>IHS Markit Ltd</title><cusip>G47567105</cusip><identifiers><isin value="BMG475671050"/><ticker value="INFO"/><other otherDesc="BD0Q558" value="Sedol"/></identifiers><balance>14415</balance><units>NS</units><curCd>USD</curCd><valUSD>864900</valUSD><pctVal>0.078</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>BM</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Lazard Ltd</name><lei>254900RIBCDJSUFG1A11</lei><title>Lazard Ltd</title><cusip>G54050102</cusip><identifiers><isin value="BMG540501027"/><ticker value="LAZ"/><other otherDesc="B081VQ7" value="Sedol"/></identifiers><balance>24152</balance><units>NS</units><curCd>USD</curCd><valUSD>569021</valUSD><pctVal>0.0513</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>BM</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Medtronic PLC</name><lei>549300GX3ZBSQWUXY261</lei><title>Medtronic PLC</title><cusip>G5960L103</cusip><identifiers><isin value="IE00BTN1Y115"/><ticker value="MDT"/><other otherDesc="BTN1Y11" value="Sedol"/></identifiers><balance>14741</balance><units>NS</units><curCd>USD</curCd><valUSD>1329343</valUSD><pctVal>0.1199</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>IE</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>RenaissanceRe Holdings Ltd</name><lei>EK6GB9U3U58PDI411C94</lei><title>RenaissanceRe Holdings Ltd</title><cusip>G7496G103</cusip><identifiers><isin value="BMG7496G1033"/><ticker value="RNR"/><other otherDesc="2728429" value="Sedol"/></identifiers><balance>35493</balance><units>NS</units><curCd>USD</curCd><valUSD>5299815</valUSD><pctVal>0.4779</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>BM</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Pentair PLC</name><lei>549300EVR9D56WPSRP15</lei><title>Pentair PLC</title><cusip>G7S00T104</cusip><identifiers><isin value="IE00BLS09M33"/><ticker value="PNR"/><other otherDesc="BLS09M3" value="Sedol"/></identifiers><balance>77783</balance><units>NS</units><curCd>USD</curCd><valUSD>2314822</valUSD><pctVal>0.2087</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>GB</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Sensata Technologies Holding P</name><lei>529900MS7KFYCY9MS037</lei><title>Sensata Technologies Holding PLC</title><cusip>G8060N102</cusip><identifiers><isin value="GB00BFMBMT84"/><ticker value="ST"/><other otherDesc="BFMBMT8" value="Sedol"/></identifiers><balance>6324</balance><units>NS</units><curCd>USD</curCd><valUSD>182953</valUSD><pctVal>0.0165</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>GB</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>White Mountains Insurance Grou</name><lei>549300N3FL068JERBG02</lei><title>White Mountains Insurance Group Ltd</title><cusip>G9618E107</cusip><identifiers><isin value="BMG9618E1075"/><ticker value="WTM"/><other otherDesc="2339252" value="Sedol"/></identifiers><balance>500</balance><units>NS</units><curCd>USD</curCd><valUSD>455000</valUSD><pctVal>0.041</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>BM</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Garmin Ltd</name><lei>2549001E0HIPIJQ0W046</lei><title>Garmin Ltd</title><cusip>H2906T109</cusip><identifiers><isin value="CH0114405324"/><ticker value="GRMN"/><other otherDesc="B3Z5T14" value="Sedol"/></identifiers><balance>15410</balance><units>NS</units><curCd>USD</curCd><valUSD>1155134</valUSD><pctVal>0.1042</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>CH</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>QIAGEN NV</name><lei>54930036WK3GMCN17Z57</lei><title>QIAGEN NV</title><cusip>N72482123</cusip><identifiers><isin value="NL0012169213"/><ticker value="QGEN"/><other otherDesc="BYXS688" value="Sedol"/></identifiers><balance>32661</balance><units>NS</units><curCd>USD</curCd><valUSD>1358698</valUSD><pctVal>0.1225</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>NL</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Royal Caribbean Cruises Ltd</name><lei>K2NEH8QNVW44JIWK7Z55</lei><title>Royal Caribbean Cruises Ltd</title><cusip>V7780T103</cusip><identifiers><isin value="LR0008862868"/><ticker value="RCL"/><other otherDesc="2754907" value="Sedol"/></identifiers><balance>18614</balance><units>NS</units><curCd>USD</curCd><valUSD>598812</valUSD><pctVal>0.054</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>LR</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec></invstOrSecs><explntrNotes><explntrNote note="Monthly returns presented in Item B.5(a) have been calculated without deducting any applicable sales loads or redemption fees." noteItem="B.5.a"/></explntrNotes><signature><ncom:dateSigned>2020-05-15</ncom:dateSigned><ncom:nameOfApplicant>JESPER NERGAARD</ncom:nameOfApplicant><ncom:signature>JESPER NERGAARD</ncom:signature><ncom:signerName>JESPER NERGAARD</ncom:signerName><ncom:title>VP, CFO, TREASURER, AND PRINCIPAL ACCOUNTING OFFICER</ncom:title></signature></nport:formData><nport:documents>XXXX</nport:documents></nport:edgarSubmission>
