The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number:3235-0006
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ATHENE HOLDING LTDCL AG0684D10717,218333,300SH DFND1333,30000
INGERSOLL-RAND PLCSHSG4779110113,493131,900SH DFND1131,90000
WEATHERFORD INTL PLCORD SHSG488331002,8761,061,200SH DFND11,061,20000
NORWEGIAN CRUISE LINE HLDGS LSHSG6672110419,877346,100SH DFND1346,10000
NXP SEMICONDUCTORS N VCOMN6596X1095,57565,200SH DFND165,20000
FLEX LTDORDY2573F1028,626657,500SH DFND1657,50000
AT&T INCCOM00206R10215,091449,400SH DFND1449,40000
ABBOTT LABCOM00282410023,299317,596SH DFND1317,59600
ACADIA RLTY TRCOM0042391091,46052,070SH DFND152,07000
ACTIVISION BLIZZARD INCCOM00507V10917,611211,700SH DFND1211,70000
AFFILIATED MANAGERS GROUP INCCOM00825210812,87294,150SH DFND194,15000
ALEXANDRIA REAL ESTATE EQUITIES INCCOM0152711094,93239,209SH DFND139,20900
ALEXION PHARMACEUTICALS INCCOM01535110917,738127,600SH DFND1127,60000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10214,66489,000SH DFND189,00000
ALPHABET HOLDINGS INCCAP STK CL A02079K30550,11241,515SH DFND141,51500
AMAZON COM INCCOM02313510662,89431,400SH DFND131,40000
AMERICAN CAMPUS CMNTYS INCCOM0248351001,13927,675SH DFND127,67500
AMERICAN EXPRESS COCOM02581610916,346153,500SH DFND1153,50000
AMERICAN HOMES 4 RENTCOM02665T3062,18499,754SH DFND199,75400
AMERICAN TOWER CORPCOM03027X1001,61811,135SH DFND111,13500
AMERIPRISE FINL INCCOM03076C10614,13195,700SH DFND195,70000
ANADARKO PETRO CORPCOM03251110713,698203,200SH DFND1203,20000
ANALOG DEVICES INCCOM03265410511,594125,400SH DFND1125,40000
APPLE INCCOM03783310033,003146,200SH DFND1146,20000
AVALONBAY CMNTYS INCCOM0534841017,84443,303SH DFND143,30300
AVNET INCCOM0538071038,967200,300SH DFND1200,30000
BANK OF AMERICA CORPCOM06050510427,306926,900SH DFND1926,90000
BLACKSTONE GROUP L PCOM UNIT LTD09253U10822,974603,300SH DFND1603,30000
BSTN PPTYS INCCOM1011211016,47552,601SH DFND152,60100
BRANDYWINE RLTY TRSH BEN INT NEW1053682031,22177,682SH DFND177,68200
CME GROUP INCCOM12572Q10511,84769,600SH DFND169,60000
CAMDEN PPTY TRSH BEN INT1331311023,79840,592SH DFND140,59200
CHEVRON CORPCOM16676410032,074262,300SH DFND1262,30000
CISCO SYSTEMS INCCOM17275R10224,880511,400SH DFND1511,40000
CITIGROUP INCCOM NEW17296742424,033335,000SH DFND1335,00000
COCA COLA COCOM19121610014,273309,000SH DFND1309,00000
COLONY CAP INC NEWCL A COM19626G10859397,400SH DFND197,40000
COLUMBIA PPTY TR INCCOM NEW19828720369629,430SH DFND129,43000
CONOCOPHILLIPSCOM20825C10417,771229,600SH DFND1229,60000
CORECIVIC INCCOM21871N1011,11946,000SH DFND146,00000
CORP OFFICE PPTYS TRCOM22002T1081,71857,600SH DFND157,60000
COSTCO WHOLESALE CORP NEWCOM22160K10522,00893,700SH DFND193,70000
COUSINS PPTYS INCCOM2227951062,366266,125SH DFND1266,12500
CYRUSONE INCCOM23283R1002,37937,531SH DFND137,53100
DANAHER CORPCOM23585110230,903284,400SH DFND1284,40000
DELTA AIR LINES INC DELCOM NEW24736170213,619235,500SH DFND1235,50000
DIAMONDROCK HOSPITALITY COCOM2527843012,216189,885SH DFND1189,88500
DIGITAL RLTY TR INCCOM2538681037,47366,440SH DFND166,44000
WALT DISNEY COCOM25468710611,706100,100SH DFND1100,10000
DOLLAR GEN CORP NEWCOM25667710520,406186,700SH DFND1186,70000
DOUGLAS EMMETT INC COMCOM25960P1092,15157,034SH DFND157,03400
DOWDUPONT INCCOM26078J10014,489225,300SH DFND1225,30000
DUKE RLTY CORPCOM NEW2644115054,617162,755SH DFND1162,75500
EOG RESOURCES INCCOM26875P10115,028117,800SH DFND1117,80000
EPR PPTYSCOM SH BEN INT26884U1092,57937,699SH DFND137,69900
EASTGROUP PPTYS INCCOM2772761011,85119,360SH DFND119,36000
ELECTR ARTSCOM2855121098,43470,000SH DFND170,00000
EMERSON ELECTRIC COCOM29101110420,179263,500SH DFND1263,50000
EMPIRE ST RLTY TR INCCL A29210410692755,790SH DFND155,79000
EQUINIX INCCOM PAR $0.00129444U70010,82425,003SH DFND125,00300
EQTY LIFESTYLE PPTYS INCCOM29472R1083,38035,048SH DFND135,04800
EQUITY RESIDENTIALSH BEN INT29476L1077,335110,704SH DFND1110,70400
ESSEX PPTY TRCOM2971781054,59718,632SH DFND118,63200
EXTRA SPACE STORAGE INCCOM30225T1023,69242,613SH DFND142,61300
FACEBOOK INCCL A30303M10224,044146,200SH DFND1146,20000
FEDERAL RLTY INVT TRSH BEN INT NEW3137472063,75429,685SH DFND129,68500
FEDEX CORPCOM31428X10612,04050,000SH DFND150,00000
FIDELITY NATL INFORMATION SVCS INCCOM31620M10613,143120,500SH DFND1120,50000
GEO GROUP INC(THE)COM36162J1061,56262,090SH DFND162,09000
GAMING & LEISURE PPTYS INCCOM36467J1082,56672,807SH DFND172,80700
GENERAL DYNAMICS CORPCOM36955010820,984102,500SH DFND1102,50000
GILEAD SCIENCES INCCOM37555810315,959206,700SH DFND1206,70000
GLOBAL PMTS INCCOM37940X10217,390136,500SH DFND1136,50000
GOLDMAN SACHS GROUP INCCOM38141G10420,24990,300SH DFND190,30000
HCP INC COMCOM40414L1094,313163,881SH DFND1163,88100
HALLIBURTON COCOM40621610110,740265,000SH DFND1265,00000
HEALTHCARE RLTY TRCOM4219461041,60154,708SH DFND154,70800
HEALTHCARE TR AMER INCCL A NEW42225P5012,03976,461SH DFND176,46100
HELMERICH & PAYNE INC COMCOM42345210110,171147,900SH DFND1147,90000
HEMISPHERE MEDIA GROUP INCCL A42365Q10312,986930,913SH DFND1930,91300
HIGHWOODS PPTYS INCCOM4312841082,81559,572SH DFND159,57200
HOME DEPOT INCCOM43707610233,483161,636SH DFND1161,63600
HOST HOTELS & RESORTS INCCOM44107P1045,875278,413SH DFND1278,41300
HUBBELL INCCOM4435106077,69457,600SH DFND157,60000
HUDSON PACIFIC PROPERTIES INCCOM4440971092,95890,410SH DFND190,41000
INTEL CORPCOM45814010016,064339,700SH DFND1339,70000
INTERCONTINENTAL EXCHANGE INCCOM45866F10421,553287,800SH DFND1287,80000
INVITATION HOMES INCCOM46187W1072,725118,925SH DFND1118,92500
IRON MTN INC NEWCOM46284V1011,60746,566SH DFND146,56600
JBG SMITH PPTYSCOM46590V10081422,100SH DFND122,10000
JPMORGAN CHASE & COCOM46625H10022,308197,700SH DFND1197,70000
JOHNSON & JOHNSONCOM47816010445,582329,900SH DFND1329,90000
KS CY SOUTHNCOM48517030211,702103,300SH DFND1103,30000
KEYCORP NEWCOM49326710810,528529,300SH DFND1529,30000
KILROY RLTY CORPCOM49427F1082,81439,254SH DFND139,25400
KIMCO RLTY CORPCOM49446R1092,340139,810SH DFND1139,81000
KNIGHT-SWIFT TRANSN HLDGS INCCL A49904910414,333415,700SH DFND1415,70000
LAMAR ADVERTISING CO NEWCL A5128161097389,484SH DFND19,48400
LAUDER ESTEE COS INCCL A51843910418,209125,300SH DFND1125,30000
LIBERTY PPTY TRSH BEN INT53117210462514,800SH DFND114,80000
MGM RESORTS INTERNATIONALCOM55295310114,901533,900SH DFND1533,90000
MACERICH COCOM55438210196117,384SH DFND117,38400
MICROSOFT CORPCOM59491810467,055586,300SH DFND1586,30000
MICROCHIP TECHNOLOGY INCCOM59501710416,445208,400SH DFND1208,40000
MID-AMER APT CMNTYS INCCOM59522J1031,36813,659SH DFND113,65900
MONDELEZ INTL INCCOM60920710515,010349,400SH DFND1349,40000
NATIONAL RETAIL PPTYS INCCOM6374171062,29851,261SH DFND151,26100
NETFLIX INCCOM64110L1068,23122,000SH DFND122,00000
NEWFIELD EXPLORATIONCOM6512901088,632299,400SH DFND1299,40000
NUTRIEN LTDCOM67077M10813,466233,374SH DFND1233,37400
OMEGA HEALTHCARE INVS INCCOM6819361002,33471,220SH DFND171,22000
PARK HOTELS & RESORTS INCCOM7005171053,25599,180SH DFND199,18000
PEBBLEBROOK HOTEL TRCOM70509V1002,07056,915SH DFND156,91500
PRAXAIR INCCOM74005P10411,04268,700SH DFND168,70000
PROLOGIS INCCOM74340W10313,577200,273SH DFND1200,27300
PUB STORAGECOM74460D1097,82238,796SH DFND138,79600
REALTY INCOME CORPCOM7561091044,87785,733SH DFND185,73300
RED HAT INCCOM7565771028,19060,100SH DFND160,10000
REGENCY CTRS CORPCOM7588491033,92260,649SH DFND160,64900
RETAIL PPTYS AMER INCCL A76131V2021,699139,370SH DFND1139,37000
REXFORD INDL RLTY INCCOM76169C1002,69384,269SH DFND184,26900
ROPER TECHNOLOGIES INCCOM77669610614,72249,700SH DFND149,70000
RYMAN HOSPITALITY PPTYS INCCOM78377T1072,49428,940SH DFND128,94000
SL GREEN RLTY CORPCOM78440X1012,71627,850SH DFND127,85000
SS&C TECHNOLOGIES HLDGS INCCOM78467J10011,627204,600SH DFND1204,60000
SABRA HEALTH CARE REIT INCCOM78573L1061,86080,465SH DFND180,46500
SALESFORCE COM INCCOM79466L30220,340127,900SH DFND1127,90000
SCHLUMBERGER LTDCOM80685710814,901244,600SH DFND1244,60000
SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30810,209189,300SH DFND1189,30000
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y88620,739393,900SH DFND1393,90000
SIMON PROPERTY GROUP INCCOM82880610915,82889,553SH DFND189,55300
STANLEY BLACK & DECKER INCCOM85450210123,840162,800SH DFND1162,80000
SUN COMMUNITIES INCCOM8666741043,03129,852SH DFND129,85200
TAUBMAN CTRS INCCOM8766641031,48724,850SH DFND124,85000
THERMO FISHER CORPCOM88355610232,365132,600SH DFND1132,60000
TOLL BROS INCCOM8894781039,919300,300SH DFND1300,30000
UDR INCCOM9026531044,467110,485SH DFND1110,48500
UNITED PARCEL SVC INCCL B91131210614,302122,500SH DFND1122,50000
UNITED STS STL CORP NEWCOM9129091089,095298,400SH DFND1298,40000
UNITED TECHNOLOGIES CORPCOM91301710924,858177,800SH DFND1177,80000
UNITEDHEALTH GROUP INCCOM91324P10238,789145,800SH DFND1145,80000
VENTAS INCCOM92276F1003,56565,553SH DFND165,55300
VICI PPTYS INCCOM9256521092,270105,000SH DFND1105,00000
VISA INCCOM CL A92826C83938,798258,500SH DFND1258,50000
VORNADO RLTY TRCOM9290421092,74837,650SH DFND137,65000
WELLTOWER INCCOM95040Q1047,377114,695SH DFND1114,69500
WESTN DIGITAL CORPCOM9581021056,422109,700SH DFND1109,70000
XILINX INCCOM98391910110,085125,800SH DFND1125,80000