The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ATHENE HOLDING LTD | CL A | G0684D107 | 17,218 | 333,300 | SH | DFND | 1 | 333,300 | 0 | 0 | |
INGERSOLL-RAND PLC | SHS | G47791101 | 13,493 | 131,900 | SH | DFND | 1 | 131,900 | 0 | 0 | |
WEATHERFORD INTL PLC | ORD SHS | G48833100 | 2,876 | 1,061,200 | SH | DFND | 1 | 1,061,200 | 0 | 0 | |
NORWEGIAN CRUISE LINE HLDGS L | SHS | G66721104 | 19,877 | 346,100 | SH | DFND | 1 | 346,100 | 0 | 0 | |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 5,575 | 65,200 | SH | DFND | 1 | 65,200 | 0 | 0 | |
FLEX LTD | ORD | Y2573F102 | 8,626 | 657,500 | SH | DFND | 1 | 657,500 | 0 | 0 | |
AT&T INC | COM | 00206R102 | 15,091 | 449,400 | SH | DFND | 1 | 449,400 | 0 | 0 | |
ABBOTT LAB | COM | 002824100 | 23,299 | 317,596 | SH | DFND | 1 | 317,596 | 0 | 0 | |
ACADIA RLTY TR | COM | 004239109 | 1,460 | 52,070 | SH | DFND | 1 | 52,070 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 17,611 | 211,700 | SH | DFND | 1 | 211,700 | 0 | 0 | |
AFFILIATED MANAGERS GROUP INC | COM | 008252108 | 12,872 | 94,150 | SH | DFND | 1 | 94,150 | 0 | 0 | |
ALEXANDRIA REAL ESTATE EQUITIES INC | COM | 015271109 | 4,932 | 39,209 | SH | DFND | 1 | 39,209 | 0 | 0 | |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 17,738 | 127,600 | SH | DFND | 1 | 127,600 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 14,664 | 89,000 | SH | DFND | 1 | 89,000 | 0 | 0 | |
ALPHABET HOLDINGS INC | CAP STK CL A | 02079K305 | 50,112 | 41,515 | SH | DFND | 1 | 41,515 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 62,894 | 31,400 | SH | DFND | 1 | 31,400 | 0 | 0 | |
AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 1,139 | 27,675 | SH | DFND | 1 | 27,675 | 0 | 0 | |
AMERICAN EXPRESS CO | COM | 025816109 | 16,346 | 153,500 | SH | DFND | 1 | 153,500 | 0 | 0 | |
AMERICAN HOMES 4 RENT | COM | 02665T306 | 2,184 | 99,754 | SH | DFND | 1 | 99,754 | 0 | 0 | |
AMERICAN TOWER CORP | COM | 03027X100 | 1,618 | 11,135 | SH | DFND | 1 | 11,135 | 0 | 0 | |
AMERIPRISE FINL INC | COM | 03076C106 | 14,131 | 95,700 | SH | DFND | 1 | 95,700 | 0 | 0 | |
ANADARKO PETRO CORP | COM | 032511107 | 13,698 | 203,200 | SH | DFND | 1 | 203,200 | 0 | 0 | |
ANALOG DEVICES INC | COM | 032654105 | 11,594 | 125,400 | SH | DFND | 1 | 125,400 | 0 | 0 | |
APPLE INC | COM | 037833100 | 33,003 | 146,200 | SH | DFND | 1 | 146,200 | 0 | 0 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 7,844 | 43,303 | SH | DFND | 1 | 43,303 | 0 | 0 | |
AVNET INC | COM | 053807103 | 8,967 | 200,300 | SH | DFND | 1 | 200,300 | 0 | 0 | |
BANK OF AMERICA CORP | COM | 060505104 | 27,306 | 926,900 | SH | DFND | 1 | 926,900 | 0 | 0 | |
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 22,974 | 603,300 | SH | DFND | 1 | 603,300 | 0 | 0 | |
BSTN PPTYS INC | COM | 101121101 | 6,475 | 52,601 | SH | DFND | 1 | 52,601 | 0 | 0 | |
BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 1,221 | 77,682 | SH | DFND | 1 | 77,682 | 0 | 0 | |
CME GROUP INC | COM | 12572Q105 | 11,847 | 69,600 | SH | DFND | 1 | 69,600 | 0 | 0 | |
CAMDEN PPTY TR | SH BEN INT | 133131102 | 3,798 | 40,592 | SH | DFND | 1 | 40,592 | 0 | 0 | |
CHEVRON CORP | COM | 166764100 | 32,074 | 262,300 | SH | DFND | 1 | 262,300 | 0 | 0 | |
CISCO SYSTEMS INC | COM | 17275R102 | 24,880 | 511,400 | SH | DFND | 1 | 511,400 | 0 | 0 | |
CITIGROUP INC | COM NEW | 172967424 | 24,033 | 335,000 | SH | DFND | 1 | 335,000 | 0 | 0 | |
COCA COLA CO | COM | 191216100 | 14,273 | 309,000 | SH | DFND | 1 | 309,000 | 0 | 0 | |
COLONY CAP INC NEW | CL A COM | 19626G108 | 593 | 97,400 | SH | DFND | 1 | 97,400 | 0 | 0 | |
COLUMBIA PPTY TR INC | COM NEW | 198287203 | 696 | 29,430 | SH | DFND | 1 | 29,430 | 0 | 0 | |
CONOCOPHILLIPS | COM | 20825C104 | 17,771 | 229,600 | SH | DFND | 1 | 229,600 | 0 | 0 | |
CORECIVIC INC | COM | 21871N101 | 1,119 | 46,000 | SH | DFND | 1 | 46,000 | 0 | 0 | |
CORP OFFICE PPTYS TR | COM | 22002T108 | 1,718 | 57,600 | SH | DFND | 1 | 57,600 | 0 | 0 | |
COSTCO WHOLESALE CORP NEW | COM | 22160K105 | 22,008 | 93,700 | SH | DFND | 1 | 93,700 | 0 | 0 | |
COUSINS PPTYS INC | COM | 222795106 | 2,366 | 266,125 | SH | DFND | 1 | 266,125 | 0 | 0 | |
CYRUSONE INC | COM | 23283R100 | 2,379 | 37,531 | SH | DFND | 1 | 37,531 | 0 | 0 | |
DANAHER CORP | COM | 235851102 | 30,903 | 284,400 | SH | DFND | 1 | 284,400 | 0 | 0 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 13,619 | 235,500 | SH | DFND | 1 | 235,500 | 0 | 0 | |
DIAMONDROCK HOSPITALITY CO | COM | 252784301 | 2,216 | 189,885 | SH | DFND | 1 | 189,885 | 0 | 0 | |
DIGITAL RLTY TR INC | COM | 253868103 | 7,473 | 66,440 | SH | DFND | 1 | 66,440 | 0 | 0 | |
WALT DISNEY CO | COM | 254687106 | 11,706 | 100,100 | SH | DFND | 1 | 100,100 | 0 | 0 | |
DOLLAR GEN CORP NEW | COM | 256677105 | 20,406 | 186,700 | SH | DFND | 1 | 186,700 | 0 | 0 | |
DOUGLAS EMMETT INC COM | COM | 25960P109 | 2,151 | 57,034 | SH | DFND | 1 | 57,034 | 0 | 0 | |
DOWDUPONT INC | COM | 26078J100 | 14,489 | 225,300 | SH | DFND | 1 | 225,300 | 0 | 0 | |
DUKE RLTY CORP | COM NEW | 264411505 | 4,617 | 162,755 | SH | DFND | 1 | 162,755 | 0 | 0 | |
EOG RESOURCES INC | COM | 26875P101 | 15,028 | 117,800 | SH | DFND | 1 | 117,800 | 0 | 0 | |
EPR PPTYS | COM SH BEN INT | 26884U109 | 2,579 | 37,699 | SH | DFND | 1 | 37,699 | 0 | 0 | |
EASTGROUP PPTYS INC | COM | 277276101 | 1,851 | 19,360 | SH | DFND | 1 | 19,360 | 0 | 0 | |
ELECTR ARTS | COM | 285512109 | 8,434 | 70,000 | SH | DFND | 1 | 70,000 | 0 | 0 | |
EMERSON ELECTRIC CO | COM | 291011104 | 20,179 | 263,500 | SH | DFND | 1 | 263,500 | 0 | 0 | |
EMPIRE ST RLTY TR INC | CL A | 292104106 | 927 | 55,790 | SH | DFND | 1 | 55,790 | 0 | 0 | |
EQUINIX INC | COM PAR $0.001 | 29444U700 | 10,824 | 25,003 | SH | DFND | 1 | 25,003 | 0 | 0 | |
EQTY LIFESTYLE PPTYS INC | COM | 29472R108 | 3,380 | 35,048 | SH | DFND | 1 | 35,048 | 0 | 0 | |
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 7,335 | 110,704 | SH | DFND | 1 | 110,704 | 0 | 0 | |
ESSEX PPTY TR | COM | 297178105 | 4,597 | 18,632 | SH | DFND | 1 | 18,632 | 0 | 0 | |
EXTRA SPACE STORAGE INC | COM | 30225T102 | 3,692 | 42,613 | SH | DFND | 1 | 42,613 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 24,044 | 146,200 | SH | DFND | 1 | 146,200 | 0 | 0 | |
FEDERAL RLTY INVT TR | SH BEN INT NEW | 313747206 | 3,754 | 29,685 | SH | DFND | 1 | 29,685 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 12,040 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
FIDELITY NATL INFORMATION SVCS INC | COM | 31620M106 | 13,143 | 120,500 | SH | DFND | 1 | 120,500 | 0 | 0 | |
GEO GROUP INC(THE) | COM | 36162J106 | 1,562 | 62,090 | SH | DFND | 1 | 62,090 | 0 | 0 | |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 2,566 | 72,807 | SH | DFND | 1 | 72,807 | 0 | 0 | |
GENERAL DYNAMICS CORP | COM | 369550108 | 20,984 | 102,500 | SH | DFND | 1 | 102,500 | 0 | 0 | |
GILEAD SCIENCES INC | COM | 375558103 | 15,959 | 206,700 | SH | DFND | 1 | 206,700 | 0 | 0 | |
GLOBAL PMTS INC | COM | 37940X102 | 17,390 | 136,500 | SH | DFND | 1 | 136,500 | 0 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 20,249 | 90,300 | SH | DFND | 1 | 90,300 | 0 | 0 | |
HCP INC COM | COM | 40414L109 | 4,313 | 163,881 | SH | DFND | 1 | 163,881 | 0 | 0 | |
HALLIBURTON CO | COM | 406216101 | 10,740 | 265,000 | SH | DFND | 1 | 265,000 | 0 | 0 | |
HEALTHCARE RLTY TR | COM | 421946104 | 1,601 | 54,708 | SH | DFND | 1 | 54,708 | 0 | 0 | |
HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 2,039 | 76,461 | SH | DFND | 1 | 76,461 | 0 | 0 | |
HELMERICH & PAYNE INC COM | COM | 423452101 | 10,171 | 147,900 | SH | DFND | 1 | 147,900 | 0 | 0 | |
HEMISPHERE MEDIA GROUP INC | CL A | 42365Q103 | 12,986 | 930,913 | SH | DFND | 1 | 930,913 | 0 | 0 | |
HIGHWOODS PPTYS INC | COM | 431284108 | 2,815 | 59,572 | SH | DFND | 1 | 59,572 | 0 | 0 | |
HOME DEPOT INC | COM | 437076102 | 33,483 | 161,636 | SH | DFND | 1 | 161,636 | 0 | 0 | |
HOST HOTELS & RESORTS INC | COM | 44107P104 | 5,875 | 278,413 | SH | DFND | 1 | 278,413 | 0 | 0 | |
HUBBELL INC | COM | 443510607 | 7,694 | 57,600 | SH | DFND | 1 | 57,600 | 0 | 0 | |
HUDSON PACIFIC PROPERTIES INC | COM | 444097109 | 2,958 | 90,410 | SH | DFND | 1 | 90,410 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 16,064 | 339,700 | SH | DFND | 1 | 339,700 | 0 | 0 | |
INTERCONTINENTAL EXCHANGE INC | COM | 45866F104 | 21,553 | 287,800 | SH | DFND | 1 | 287,800 | 0 | 0 | |
INVITATION HOMES INC | COM | 46187W107 | 2,725 | 118,925 | SH | DFND | 1 | 118,925 | 0 | 0 | |
IRON MTN INC NEW | COM | 46284V101 | 1,607 | 46,566 | SH | DFND | 1 | 46,566 | 0 | 0 | |
JBG SMITH PPTYS | COM | 46590V100 | 814 | 22,100 | SH | DFND | 1 | 22,100 | 0 | 0 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 22,308 | 197,700 | SH | DFND | 1 | 197,700 | 0 | 0 | |
JOHNSON & JOHNSON | COM | 478160104 | 45,582 | 329,900 | SH | DFND | 1 | 329,900 | 0 | 0 | |
KS CY SOUTHN | COM | 485170302 | 11,702 | 103,300 | SH | DFND | 1 | 103,300 | 0 | 0 | |
KEYCORP NEW | COM | 493267108 | 10,528 | 529,300 | SH | DFND | 1 | 529,300 | 0 | 0 | |
KILROY RLTY CORP | COM | 49427F108 | 2,814 | 39,254 | SH | DFND | 1 | 39,254 | 0 | 0 | |
KIMCO RLTY CORP | COM | 49446R109 | 2,340 | 139,810 | SH | DFND | 1 | 139,810 | 0 | 0 | |
KNIGHT-SWIFT TRANSN HLDGS INC | CL A | 499049104 | 14,333 | 415,700 | SH | DFND | 1 | 415,700 | 0 | 0 | |
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 738 | 9,484 | SH | DFND | 1 | 9,484 | 0 | 0 | |
LAUDER ESTEE COS INC | CL A | 518439104 | 18,209 | 125,300 | SH | DFND | 1 | 125,300 | 0 | 0 | |
LIBERTY PPTY TR | SH BEN INT | 531172104 | 625 | 14,800 | SH | DFND | 1 | 14,800 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 14,901 | 533,900 | SH | DFND | 1 | 533,900 | 0 | 0 | |
MACERICH CO | COM | 554382101 | 961 | 17,384 | SH | DFND | 1 | 17,384 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 67,055 | 586,300 | SH | DFND | 1 | 586,300 | 0 | 0 | |
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 16,445 | 208,400 | SH | DFND | 1 | 208,400 | 0 | 0 | |
MID-AMER APT CMNTYS INC | COM | 59522J103 | 1,368 | 13,659 | SH | DFND | 1 | 13,659 | 0 | 0 | |
MONDELEZ INTL INC | COM | 609207105 | 15,010 | 349,400 | SH | DFND | 1 | 349,400 | 0 | 0 | |
NATIONAL RETAIL PPTYS INC | COM | 637417106 | 2,298 | 51,261 | SH | DFND | 1 | 51,261 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 8,231 | 22,000 | SH | DFND | 1 | 22,000 | 0 | 0 | |
NEWFIELD EXPLORATION | COM | 651290108 | 8,632 | 299,400 | SH | DFND | 1 | 299,400 | 0 | 0 | |
NUTRIEN LTD | COM | 67077M108 | 13,466 | 233,374 | SH | DFND | 1 | 233,374 | 0 | 0 | |
OMEGA HEALTHCARE INVS INC | COM | 681936100 | 2,334 | 71,220 | SH | DFND | 1 | 71,220 | 0 | 0 | |
PARK HOTELS & RESORTS INC | COM | 700517105 | 3,255 | 99,180 | SH | DFND | 1 | 99,180 | 0 | 0 | |
PEBBLEBROOK HOTEL TR | COM | 70509V100 | 2,070 | 56,915 | SH | DFND | 1 | 56,915 | 0 | 0 | |
PRAXAIR INC | COM | 74005P104 | 11,042 | 68,700 | SH | DFND | 1 | 68,700 | 0 | 0 | |
PROLOGIS INC | COM | 74340W103 | 13,577 | 200,273 | SH | DFND | 1 | 200,273 | 0 | 0 | |
PUB STORAGE | COM | 74460D109 | 7,822 | 38,796 | SH | DFND | 1 | 38,796 | 0 | 0 | |
REALTY INCOME CORP | COM | 756109104 | 4,877 | 85,733 | SH | DFND | 1 | 85,733 | 0 | 0 | |
RED HAT INC | COM | 756577102 | 8,190 | 60,100 | SH | DFND | 1 | 60,100 | 0 | 0 | |
REGENCY CTRS CORP | COM | 758849103 | 3,922 | 60,649 | SH | DFND | 1 | 60,649 | 0 | 0 | |
RETAIL PPTYS AMER INC | CL A | 76131V202 | 1,699 | 139,370 | SH | DFND | 1 | 139,370 | 0 | 0 | |
REXFORD INDL RLTY INC | COM | 76169C100 | 2,693 | 84,269 | SH | DFND | 1 | 84,269 | 0 | 0 | |
ROPER TECHNOLOGIES INC | COM | 776696106 | 14,722 | 49,700 | SH | DFND | 1 | 49,700 | 0 | 0 | |
RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 2,494 | 28,940 | SH | DFND | 1 | 28,940 | 0 | 0 | |
SL GREEN RLTY CORP | COM | 78440X101 | 2,716 | 27,850 | SH | DFND | 1 | 27,850 | 0 | 0 | |
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 11,627 | 204,600 | SH | DFND | 1 | 204,600 | 0 | 0 | |
SABRA HEALTH CARE REIT INC | COM | 78573L106 | 1,860 | 80,465 | SH | DFND | 1 | 80,465 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 20,340 | 127,900 | SH | DFND | 1 | 127,900 | 0 | 0 | |
SCHLUMBERGER LTD | COM | 806857108 | 14,901 | 244,600 | SH | DFND | 1 | 244,600 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 10,209 | 189,300 | SH | DFND | 1 | 189,300 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 20,739 | 393,900 | SH | DFND | 1 | 393,900 | 0 | 0 | |
SIMON PROPERTY GROUP INC | COM | 828806109 | 15,828 | 89,553 | SH | DFND | 1 | 89,553 | 0 | 0 | |
STANLEY BLACK & DECKER INC | COM | 854502101 | 23,840 | 162,800 | SH | DFND | 1 | 162,800 | 0 | 0 | |
SUN COMMUNITIES INC | COM | 866674104 | 3,031 | 29,852 | SH | DFND | 1 | 29,852 | 0 | 0 | |
TAUBMAN CTRS INC | COM | 876664103 | 1,487 | 24,850 | SH | DFND | 1 | 24,850 | 0 | 0 | |
THERMO FISHER CORP | COM | 883556102 | 32,365 | 132,600 | SH | DFND | 1 | 132,600 | 0 | 0 | |
TOLL BROS INC | COM | 889478103 | 9,919 | 300,300 | SH | DFND | 1 | 300,300 | 0 | 0 | |
UDR INC | COM | 902653104 | 4,467 | 110,485 | SH | DFND | 1 | 110,485 | 0 | 0 | |
UNITED PARCEL SVC INC | CL B | 911312106 | 14,302 | 122,500 | SH | DFND | 1 | 122,500 | 0 | 0 | |
UNITED STS STL CORP NEW | COM | 912909108 | 9,095 | 298,400 | SH | DFND | 1 | 298,400 | 0 | 0 | |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 24,858 | 177,800 | SH | DFND | 1 | 177,800 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 38,789 | 145,800 | SH | DFND | 1 | 145,800 | 0 | 0 | |
VENTAS INC | COM | 92276F100 | 3,565 | 65,553 | SH | DFND | 1 | 65,553 | 0 | 0 | |
VICI PPTYS INC | COM | 925652109 | 2,270 | 105,000 | SH | DFND | 1 | 105,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 38,798 | 258,500 | SH | DFND | 1 | 258,500 | 0 | 0 | |
VORNADO RLTY TR | COM | 929042109 | 2,748 | 37,650 | SH | DFND | 1 | 37,650 | 0 | 0 | |
WELLTOWER INC | COM | 95040Q104 | 7,377 | 114,695 | SH | DFND | 1 | 114,695 | 0 | 0 | |
WESTN DIGITAL CORP | COM | 958102105 | 6,422 | 109,700 | SH | DFND | 1 | 109,700 | 0 | 0 | |
XILINX INC | COM | 983919101 | 10,085 | 125,800 | SH | DFND | 1 | 125,800 | 0 | 0 |