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

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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 HLDG LTDCL AG0684D10713,331334,700SH DFND1334,70000
INGERSOLL-RAND PLCSHSG4779110112,070132,300SH DFND1132,30000
LINDE PLCCOMG5494J10312,34379,100SH DFND179,10000
NORWEGIAN CRUISE LINE HLDGS LSHSG6672110414,726347,400SH DFND1347,40000
WILLIS TOWERS WATSON PUB LTDSHSG9662910311,87578,200SH DFND178,20000
AT&T INCCOM00206R10212,877451,200SH DFND1451,20000
ABBOTT LABCOM00282410023,066318,896SH DFND1318,89600
ACADIA RLTY TRCOM0042391091,23752,070SH DFND152,07000
ACTIVISION BLIZZARD INCCOM00507V1099,901212,600SH DFND1212,60000
ALEXANDRIA REAL ESTATE EQUITIES INCCOM0152711094,51839,209SH DFND139,20900
ALEXION PHARMACEUTICALS INCCOM01535110912,462128,000SH DFND1128,00000
ALIBABA GROUP HOLDING LTDSPONSORED ADS01609W10212,24089,300SH DFND189,30000
ALPHABET INCCAP STK CL A02079K30552,05749,817SH DFND149,81700
AMAZON COM INCCOM02313510649,86533,200SH DFND133,20000
AMERICAN CAMPUS CMNTYS INCCOM0248351001,14527,675SH DFND127,67500
AMERICAN EXPRESS COCOM02581610916,576173,900SH DFND1173,90000
AMERICAN HOMES 4 RENTCOM02665T3061,98099,754SH DFND199,75400
AMERICAN TOWER CORPCOM03027X1001,76111,135SH DFND111,13500
AMERIPRISE FINL INCCOM03076C10610,03096,100SH DFND196,10000
ANADARKO PETRO CORPCOM0325111078,948204,100SH DFND1204,10000
ANALOG DEVICES INCCOM03265410511,681136,100SH DFND1136,10000
APPLE INCCOM03783310023,140146,700SH DFND1146,70000
AVALONBAY CMNTYSCOM0534841017,07940,673SH DFND140,67300
AVNET INCCOM0538071037,260201,100SH DFND1201,10000
BANK OF AMERICA CORPCOM06050510422,925930,400SH DFND1930,40000
BLACKSTONE GROUP L PCOM UNIT LTD09253U10818,053605,600SH DFND1605,60000
BOSTON PROPERTIES INCCOM1011211015,92052,601SH DFND152,60100
BRANDYWINE RLTY TRSH BEN INT NEW1053682031,00077,682SH DFND177,68200
CAMDEN PPTY TRSH BEN INT1331311023,57440,592SH DFND140,59200
CHEVRON CORPCOM16676410028,634263,200SH DFND1263,20000
CISCO SYSTEMS INCCOM17275R10223,541543,300SH DFND1543,30000
CITIZENS FINL GROUP INCCOM1746101055,967200,700SH DFND1200,70000
COLONY CAP INC NEWCL A COM19626G10845697,400SH DFND197,40000
COLUMBIA PPTY TR INCCOM NEW19828720356929,430SH DFND129,43000
CONOCOPHILLIPSCOM20825C10414,372230,500SH DFND1230,50000
CONTURA ENERGY INCCOM21241B1002824,285SH DFND14,28500
CORECIVIC INCCOM21871N10182046,000SH DFND146,00000
CORP OFFICE PPTYS TRCOM22002T1081,21157,600SH DFND157,60000
COSTCO WHOLESALE CORP NEWCOM22160K10527,093133,000SH DFND1133,00000
COUSINS PPTYS INCCOM2227951062,102266,125SH DFND1266,12500
CYRUSONE INCCOM23283R1001,98537,531SH DFND137,53100
DANAHER CORPCOM23585110229,420285,300SH DFND1285,30000
DELTA AIR LINES INC DELCOM NEW24736170211,796236,400SH DFND1236,40000
DIAMONDROCK HOSPITALITY COCOM2527843011,724189,885SH DFND1189,88500
DIGITAL RLTY TR INCCOM2538681037,07966,440SH DFND166,44000
WALT DISNEY COCOM25468710613,191120,300SH DFND1120,30000
DOLLAR GEN CORP NEWCOM25667710522,427207,500SH DFND1207,50000
DOUGLAS EMMETT INCCOM25960P1091,94757,034SH DFND157,03400
DOWDUPONT INCCOM26078J10012,894241,100SH DFND1241,10000
DUKE RLTY CORPCOM NEW2644115054,215162,755SH DFND1162,75500
EOG RESOURCES INCCOM26875P10110,308118,200SH DFND1118,20000
EPR PPTYSCOM SH BEN INT26884U1092,41437,699SH DFND137,69900
EASTGROUP PPTYS INCCOM2772761011,77619,360SH DFND119,36000
ELECTR ARTCOM2855121098,727110,600SH DFND1110,60000
EMERSON ELECTRIC COCOM29101110415,804264,500SH DFND1264,50000
EQUINIX INCCOM PAR $0.00129444U7008,81525,003SH DFND125,00300
EQTY LIFESTYLE PPTYS INCCOM29472R1083,40435,048SH DFND135,04800
EQUITY RESIDENTIALSH BEN INT29476L1077,308110,704SH DFND1110,70400
ESSEX PPTY TR INCCOM2971781054,56918,632SH DFND118,63200
EXTRA SPACE STORAGE INCCOM30225T1023,85642,613SH DFND142,61300
FACEBOOK INCCL A30303M10219,231146,700SH DFND1146,70000
FEDERAL RLTY INVT TRSH BEN INT NEW3137472063,50429,685SH DFND129,68500
FEDEX CORPCOM31428X1068,09950,200SH DFND150,20000
FIDELITY NATL INFORMATION SVCS INCCOM31620M10612,398120,900SH DFND1120,90000
GEO GROUP INC NEWCOM36162J1061,22362,090SH DFND162,09000
GAMING & LEISURE PPTYS INCCOM36467J1082,35272,807SH DFND172,80700
GENERAL ELECTRIC COCOM3696041033,799501,800SH DFND1501,80000
GILEAD SCIENCES INCCOM37555810312,979207,500SH DFND1207,50000
GLOBAL PMTS INCCOM37940X10214,118136,900SH DFND1136,90000
HCP INCCOM40414L1094,577163,881SH DFND1163,88100
HALLIBURTON COCOM4062161017,054265,400SH DFND1265,40000
HEALTHCARE RLTY TRCOM4219461041,55654,708SH DFND154,70800
HEALTHCARE TR AMER INCCL A NEW42225P5011,93576,461SH DFND176,46100
HELMERICH & PAYNE INCCOM4234521017,114148,400SH DFND1148,40000
HEMISPHERE MEDIA GROUP INCCL A42365Q10311,301930,913SH DFND1930,91300
HIGHWOODS PPTYS INCCOM4312841082,30559,572SH DFND159,57200
HOME DEPOT INCCOM43707610231,295182,136SH DFND1182,13600
HOST HOTELS & RESORTS INCCOM44107P1044,641278,413SH DFND1278,41300
HUBBELL INCCOM4435106076,55666,000SH DFND166,00000
HUDSON PACIFIC PROPERTIES INCCOM4440971092,62790,410SH DFND190,41000
INTERCONTINENTAL EXCHANGE INCCOM45866F10421,748288,700SH DFND1288,70000
INVITATION HOMES INCCOM46187W1072,388118,925SH DFND1118,92500
IRON MTN INC NEWCOM46284V1011,50946,566SH DFND146,56600
JBG SMITH PROPERTIESCOM46590V1001,02329,395SH DFND129,39500
JPMORGAN CHASE & COCOM46625H10019,348198,200SH DFND1198,20000
JOHNSON & JOHNSONCOM47816010442,690330,800SH DFND1330,80000
KS CY SOUTHNCOM4851703029,908103,800SH DFND1103,80000
KILROY RLTY CORPCOM49427F1082,46839,254SH DFND139,25400
KIMCO RLTY CORPCOM49446R1092,048139,810SH DFND1139,81000
LAMAR ADVERTISING CO NEWCL A5128161096569,484SH DFND19,48400
ESTEE LAUDER COMPANIES INCCL A51843910411,12485,500SH DFND185,50000
LIBERTY PPTY TRSH BEN INT53117210462014,800SH DFND114,80000
LOCKHEED MARTIN CORPCOM53983010911,80945,100SH DFND145,10000
MGM RESORTS INTERNATIONALCOM55295310112,999535,800SH DFND1535,80000
MACERICH COCOM55438210175217,384SH DFND117,38400
MASTERCARD INCCL A57636Q10414,20575,300SH DFND175,30000
MICROSOFT CORPCOM59491810461,805608,500SH DFND1608,50000
MICROCHIP TECHNOLOGY INCCOM59501710417,584244,500SH DFND1244,50000
MICRON TECH INCCOM59511210312,387390,400SH DFND1390,40000
MID-AMER APT CMNTYS INCCOM59522J1031,30713,659SH DFND113,65900
MONDELEZ INTL INCCOM60920710514,043350,800SH DFND1350,80000
MORGAN STANLEY COM STK USD0.01COM NEW61744644815,916401,400SH DFND1401,40000
NATIONAL RETAIL PPTYS INCCOM6374171062,48751,261SH DFND151,26100
NETFLIX INCCOM64110L10613,43750,200SH DFND150,20000
NEWFIELD EXPLORATIONCOM6512901084,408300,700SH DFND1300,70000
NORTHROP GRUMMAN CORPCOM66680710212,29450,200SH DFND150,20000
NUTRIEN LTDCOM67077M10811,016234,374SH DFND1234,37400
OMEGA HEALTHCARE INVS INCCOM6819361002,50371,220SH DFND171,22000
PARK HOTELS & RESORTS INCCOM7005171052,57799,180SH DFND199,18000
PEBBLEBROOK HOTEL TRCOM70509V1001,61156,915SH DFND156,91500
PEPSICO INCCOM71344810816,395148,400SH DFND1148,40000
PROLOGIS INCCOM74340W10311,760200,273SH DFND1200,27300
PUB STORAGECOM74460D1097,85338,796SH DFND138,79600
QUALCOMM INCCOM74752510315,132265,900SH DFND1265,90000
REALTY INCOME CORPCOM7561091045,40585,733SH DFND185,73300
REGENCY CTRS CORPCOM7588491033,55960,649SH DFND160,64900
RETAIL PPTYS AMER INCCL A76131V2021,512139,370SH DFND1139,37000
REXFORD INDL RLTY INCCOM76169C1002,48384,269SH DFND184,26900
ROPER TECHNOLOGIES INCCOM77669610615,99160,000SH DFND160,00000
RYMAN HOSPITALITY PPTYS INCCOM78377T1071,93028,940SH DFND128,94000
SL GREEN RLTY CORPCOM78440X1012,79535,350SH DFND135,35000
SS&C TECHNOLOGIES HLDGS INCCOM78467J10012,256271,700SH DFND1271,70000
SABRA HEALTH CARE REIT INCCOM78573L1061,32680,465SH DFND180,46500
SALESFORCE COM INCCOM79466L30220,326148,400SH DFND1148,40000
SCHLUMBERGER LTDCOM8068571088,854245,400SH DFND1245,40000
SCHWAB CHARLES CORP NEWCOM80851310513,103315,500SH DFND1315,50000
SIMON PROPERTY GROUP INCCOM82880610915,04489,553SH DFND189,55300
STANLEY BLACK & DECKER INCCOM85450210112,573105,000SH DFND1105,00000
STRYKER CORPCOM86366710117,290110,300SH DFND1110,30000
SUN COMMUNITIES INCCOM8666741043,03629,852SH DFND129,85200
TAUBMAN CTRS INCCOM8766641031,13024,850SH DFND124,85000
THERMO FISHER CORPCOM88355610229,786133,100SH DFND1133,10000
UDR INCCOM9026531044,377110,485SH DFND1110,48500
UNITED PARCEL SVC INCCL B91131210611,986122,900SH DFND1122,90000
UNITED STS STL CORP NEWCOM9129091085,461299,400SH DFND1299,40000
UNITED TECHNOLOGIES CORPCOM91301710919,017178,600SH DFND1178,60000
UNITEDHEALTH GROUP INCCOM91324P10236,446146,300SH DFND1146,30000
VALERO ENERGY CORP NEWCOM91913Y1007,497100,000SH DFND1100,00000
VENTAS INCCOM92276F1003,84165,553SH DFND165,55300
VICI PPTYS INCCOM9256521092,986158,975SH DFND1158,97500
VISA INCCOM CL A92826C83935,571269,600SH DFND1269,60000
VORNADO RLTY TRCOM9290421092,16034,825SH DFND134,82500
WELLTOWER INCCOM95040Q1047,961114,695SH DFND1114,69500
XILINX INCCOM9839191017,31685,900SH DFND185,90000