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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 1,325 29,495 SH   SOLE   29,495 0 0
ABBVIE INC COM 00287Y109 1,907 32,197 SH   SOLE   32,197 0 0
ACE LTD SHS H0023R105 1,085 9,287 SH   SOLE   9,287 0 0
AFLAC INC COM 001055102 390 6,516 SH   SOLE   6,516 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 465 11,118 SH   SOLE   11,118 0 0
AIR PRODS & CHEMS INC COM 009158106 630 4,842 SH   SOLE   4,842 0 0
ALCOA INC COM 013817101 1,509 152,930 SH   SOLE   152,930 0 0
ALLSTATE CORP COM 020002101 861 13,866 SH   SOLE   13,866 0 0
ALTRIA GROUP INC COM 02209S103 1,608 27,617 SH   SOLE   27,617 0 0
AMERICAN EXPRESS CO COM 025816109 2,414 34,703 SH   SOLE   34,703 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,250 12,894 SH   SOLE   12,894 0 0
AMERIPRISE FINL INC COM 03076C106 619 5,820 SH   SOLE   5,820 0 0
AMPHENOL CORP NEW CL A 032095101 290 5,559 SH   SOLE   5,559 0 0
AMPLIFY SNACK BRANDS COM 03211L102 639 55,446 SH   SOLE   55,446 0 0
AON PLC SHS CL A G0408V102 521 5,646 SH   SOLE   5,646 0 0
APACHE CORP COM 037411105 888 19,979 SH   SOLE   19,979 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 232 5,800 SH   SOLE   5,800 0 0
AT&T INC COM 00206R102 3,621 105,236 SH   SOLE   105,236 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 761 8,982 SH   SOLE   8,982 0 0
AVALONBAY CMNTYS INC COM 053484101 636 3,453 SH   SOLE   3,453 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,287 31,233 SH   SOLE   31,233 0 0
BAXTER INTL INC COM 071813109 1,215 31,848 SH   SOLE   31,848 0 0
BIOMED REALTY TRUST INC COM 09063H107 277 11,700 SH   SOLE   11,700 0 0
BOSTON PROPERTIES INC COM 101121101 457 3,585 SH   SOLE   3,585 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,505 21,879 SH   SOLE   21,879 0 0
CALATLANTIC GROUP INC COM 128195104 18,171 479,201 SH   SOLE   479,201 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,012 14,025 SH   SOLE   14,025 0 0
CARDINAL HEALTH INC COM 14149Y108 964 10,801 SH   SOLE   10,801 0 0
CATERPILLAR INC DEL COM 149123101 2,364 34,782 SH   SOLE   34,782 0 0
CBS CORP NEW CL B 124857202 1,249 26,502 SH   SOLE   26,502 0 0
CHUBB CORP COM 171232101 5,544 41,801 SH   SOLE   41,801 0 0
CISCO SYS INC COM 17275R102 3,598 132,513 SH   SOLE   132,513 0 0
CITIGROUP INC COM NEW 172967424 704 13,600 SH   SOLE   13,600 0 0
CLOROX CO DEL COM 189054109 465 3,668 SH   SOLE   3,668 0 0
CME GROUP INC COM 12572Q105 2,718 30,000 SH   SOLE   30,000 0 0
CMS ENERGY CORP COM 125896100 269 7,452 SH   SOLE   7,452 0 0
COLGATE PALMOLIVE CO COM 194162103 1,042 15,648 SH   SOLE   15,648 0 0
COMCAST CORP NEW CL A 20030N101 3,085 54,663 SH   SOLE   54,663 0 0
CONAGRA FOODS INC COM 205887102 483 11,446 SH   SOLE   11,446 0 0
CONOCOPHILLIPS COM 20825C104 1,074 23,004 SH   SOLE   23,004 0 0
CSRA INC COM 12650T104 261 8,700 SH   SOLE   8,700 0 0
CUMMINS INC COM 231021106 748 8,496 SH   SOLE   8,496 0 0
CVS HEALTH CORP COM 126650100 2,290 23,423 SH   SOLE   23,423 0 0
D R HORTON INC COM 23331A109 64,522 2,014,410 SH   SOLE   2,014,410 0 0
DARDEN RESTAURANTS INC COM 237194105 22,560 354,497 SH   SOLE   354,497 0 0
DEERE & CO COM 244199105 1,523 19,963 SH   SOLE   19,963 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 793 9,246 SH   SOLE   9,246 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 461 9,100 SH   SOLE   9,100 0 0
DISCOVER FINL SVCS COM 254709108 820 15,294 SH   SOLE   15,294 0 0
DISNEY WALT CO COM DISNEY 254687106 1,401 13,332 SH   SOLE   13,332 0 0
DOW CHEM CO COM 260543103 3,171 61,601 SH   SOLE   61,601 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 471 5,052 SH   SOLE   5,052 0 0
DTE ENERGY CO COM 233331107 396 4,944 SH   SOLE   4,944 0 0
EASTMAN CHEM CO COM 277432100 472 6,993 SH   SOLE   6,993 0 0
ECOLAB INC COM 278865100 752 6,576 SH   SOLE   6,576 0 0
EDISON INTL COM 281020107 645 10,900 SH   SOLE   10,900 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 361 4,420 SH   SOLE   4,420 0 0
ESSEX PPTY TR INC COM 297178105 408 1,704 SH   SOLE   1,704 0 0
EVEREST RE GROUP LTD COM G3223R108 293 1,600 SH   SOLE   1,600 0 0
FEDEX CORP COM 31428X106 417 2,800 SH   SOLE   2,800 0 0
FERRARI N V COM N3167J106 8,304 173,000 SH   SOLE   173,000 0 0
FIFTH THIRD BANCORP COM 316773100 689 34,266 SH   SOLE   34,266 0 0
FIRST DATA CORP NEW COM CL A 32008D106 19,916 1,243,187 SH   SOLE   1,243,187 0 0
FIRSTENERGY CORP COM 337932107 397 12,520 SH   SOLE   12,520 0 0
FRANKLIN RES INC COM 354613101 598 16,249 SH   SOLE   16,249 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,393 205,791 SH   SOLE   205,791 0 0
GAP INC DEL COM 364760108 658 26,645 SH   SOLE   26,645 0 0
GENERAL DYNAMICS CORP COM 369550108 921 6,706 SH   SOLE   6,706 0 0
GENERAL ELECTRIC CO COM 369604103 5,475 175,750 SH   SOLE   175,750 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 287 10,556 SH   SOLE   10,556 0 0
GENERAL MLS INC COM 370334104 964 16,715 SH   SOLE   16,715 0 0
GENUINE PARTS CO COM 372460105 281 3,267 SH   SOLE   3,267 0 0
GRAINGER W W INC COM 384802104 434 2,140 SH   SOLE   2,140 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 629 14,467 SH   SOLE   14,467 0 0
HCP INC COM 40414L109 578 15,112 SH   SOLE   15,112 0 0
HORMEL FOODS CORP COM 440452100 335 4,230 SH   SOLE   4,230 0 0
HOST HOTELS & RESORTS INC COM 44107P104 758 49,428 SH   SOLE   49,428 0 0
ILLINOIS TOOL WKS INC COM 452308109 636 6,859 SH   SOLE   6,859 0 0
INTEL CORP COM 458140100 2,554 74,132 SH   SOLE   74,132 0 0
JOHNSON CTLS INC COM 478366107 658 16,656 SH   SOLE   16,656 0 0
JPMORGAN CHASE & CO COM 46625H100 3,155 47,781 SH   SOLE   47,781 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 622 8,325 SH   SOLE   8,325 0 0
KB HOME COM 48666K109 6,967 565,030 SH   SOLE   565,030 0 0
KEURIG GREEN MTN INC COM 49271M100 302 3,353 SH   SOLE   3,353 0 0
KIMCO RLTY CORP COM 49446R109 423 15,973 SH   SOLE   15,973 0 0
KINDER MORGAN INC DEL COM 49456B101 250 16,780 SH   SOLE   16,780 0 0
KLA-TENCOR CORP COM 482480100 294 4,234 SH   SOLE   4,234 0 0
KROGER CO COM 501044101 280 6,700 SH   SOLE   6,700 0 0
LAM RESEARCH CORP COM 512807108 899 11,318 SH   SOLE   11,318 0 0
LENNAR CORP CL A 526057104 52,768 1,078,880 SH   SOLE   1,078,880 0 0
LINCOLN NATL CORP IND COM 534187109 442 8,790 SH   SOLE   8,790 0 0
LOWES COS INC COM 548661107 1,693 22,268 SH   SOLE   22,268 0 0
M D C HLDGS INC COM 552676108 6,193 242,570 SH   SOLE   242,570 0 0
M/I HOMES INC COM 55305B101 3,338 152,295 SH   SOLE   152,295 0 0
MACYS INC COM 55616P104 974 27,853 SH   SOLE   27,853 0 0
MARSH & MCLENNAN COS INC COM 571748102 585 10,548 SH   SOLE   10,548 0 0
MATCH GROUP INC COM 57665R106 4,065 300,000 SH   SOLE   300,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 275 3,213 SH   SOLE   3,213 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 791 10,018 SH   SOLE   10,018 0 0
MEDTRONIC PLC SHS G5960L103 2,025 26,328 SH   SOLE   26,328 0 0
MERCK & CO INC NEW COM 58933Y105 3,199 60,557 SH   SOLE   60,557 0 0
MERITAGE HOMES CORP COM 59001A102 7,776 228,785 SH   SOLE   228,785 0 0
MONDELEZ INTL INC CL A 609207105 1,878 41,874 SH   SOLE   41,874 0 0
MONSANTO CO NEW COM 61166W101 1,062 10,781 SH   SOLE   10,781 0 0
MORGAN STANLEY COM NEW 617446448 1,337 42,023 SH   SOLE   42,023 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 480 7,017 SH   SOLE   7,017 0 0
NOBLE ENERGY INC COM 655044105 656 19,932 SH   SOLE   19,932 0 0
NORTHERN TR CORP COM 665859104 417 5,778 SH   SOLE   5,778 0 0
NUCOR CORP COM 670346105 421 10,455 SH   SOLE   10,455 0 0
NVR INC COM 62944T105 38,903 23,678 SH   SOLE   23,678 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 943 13,951 SH   SOLE   13,951 0 0
OMNICOM GROUP INC COM 681919106 702 9,274 SH   SOLE   9,274 0 0
ORACLE CORP COM 68389X105 2,292 62,747 SH   SOLE   62,747 0 0
PAYCHEX INC COM 704326107 530 10,023 SH   SOLE   10,023 0 0
PENTAIR PLC SHS G7S00T104 279 5,636 SH   SOLE   5,636 0 0
PEPSICO INC COM 713448108 3,986 39,887 SH   SOLE   39,887 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 2,525 109,125 SH   SOLE   109,125 0 0
PG&E CORP COM 69331C108 772 14,511 SH   SOLE   14,511 0 0
PHILIP MORRIS INTL INC COM 718172109 1,325 15,075 SH   SOLE   15,075 0 0
PHILLIPS 66 COM 718546104 667 8,158 SH   SOLE   8,158 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,031 10,815 SH   SOLE   10,815 0 0
PPL CORP COM 69351T106 760 22,266 SH   SOLE   22,266 0 0
PROCTER & GAMBLE CO COM 742718109 2,440 30,732 SH   SOLE   30,732 0 0
PULTE GROUP INC COM 745867101 35,489 1,991,509 SH   SOLE   1,991,509 0 0
PURE STORAGE INC CL A 74624M102 3,400 218,339 SH   SOLE   218,339 0 0
QUEST DIAGNOSTICS INC COM 74834L100 382 5,370 SH   SOLE   5,370 0 0
RALPH LAUREN CORP CL A 751212101 503 4,515 SH   SOLE   4,515 0 0
RAYTHEON CO COM NEW 755111507 865 6,950 SH   SOLE   6,950 0 0
REGIONS FINL CORP NEW COM 7591EP100 720 74,964 SH   SOLE   74,964 0 0
REPUBLIC SVCS INC COM 760759100 291 6,615 SH   SOLE   6,615 0 0
REXFORD INDL RLTY INC COM 76169C100 470 28,700 SH   SOLE   28,700 0 0
REYNOLDS AMERICAN INC COM 761713106 1,008 21,846 SH   SOLE   21,846 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 1,077 20,096 SH   SOLE   20,096 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 939 9,273 SH   SOLE   9,273 0 0
SALESFORCE COM INC COM 79466L302 784 10,000 SH   SOLE   10,000 0 0
SCHLUMBERGER LTD COM 806857108 2,096 30,047 SH   SOLE   30,047 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 873 23,805 SH   SOLE   23,805 0 0
SEMPRA ENERGY COM 816851109 571 6,072 SH   SOLE   6,072 0 0
SIMON PPTY GROUP INC NEW COM 828806109 2,123 10,921 SH   SOLE   10,921 0 0
SL GREEN RLTY CORP COM 78440X101 339 3,003 SH   SOLE   3,003 0 0
SMUCKER J M CO COM NEW 832696405 205 1,664 SH   SOLE   1,664 0 0
ST JUDE MED INC COM 790849103 473 7,665 SH   SOLE   7,665 0 0
STARBUCKS CORP COM 855244109 2,285 38,064 SH   SOLE   38,064 0 0
STATE STR CORP COM 857477103 851 12,819 SH   SOLE   12,819 0 0
STRYKER CORP COM 863667101 600 6,459 SH   SOLE   6,459 0 0
SUNRUN INC COM 86771W105 863 73,360 SH   SOLE   73,360 0 0
SURGERY PARTNERS INC COM 86881A100 2,320 113,250 SH   SOLE   113,250 0 0
SYNNEX CORP COM 87162W100 504 5,600 SH   SOLE   5,600 0 0
SYSCO CORP COM 871829107 722 17,603 SH   SOLE   17,603 0 0
TERRAFORM GLOBAL INC CL A 88104M101 869 155,478 SH   SOLE   155,478 0 0
TERRENO RLTY CORP COM 88146M101 1,350 59,700 SH   SOLE   59,700 0 0
TEXAS INSTRS INC COM 882508104 1,460 26,637 SH   SOLE   26,637 0 0
TIFFANY & CO NEW COM 886547108 435 5,696 SH   SOLE   5,696 0 0
TIME WARNER CABLE INC COM 88732J207 1,339 7,216 SH   SOLE   7,216 0 0
TOLL BROTHERS INC COM 889478103 33,492 1,005,774 SH   SOLE   1,005,774 0 0
TOPBUILD CORP COM 89055F103 7,302 237,309 SH   SOLE   237,309 0 0
TRANSUNION COM 89400J107 317 11,509 SH   SOLE   11,509 0 0
TRAVELERS COMPANIES INC COM 89417E109 369 3,270 SH   SOLE   3,270 0 0
TRI POINTE GROUP INC COM 87265H109 11,440 902,892 SH   SOLE   902,892 0 0
TYCO INTL PLC SHS G91442106 519 16,278 SH   SOLE   16,278 0 0
US BANCORP DEL COM NEW 902973304 1,402 32,864 SH   SOLE   32,864 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,430 30,944 SH   SOLE   30,944 0 0
VIACOM INC NEW CL B 92553P201 878 21,321 SH   SOLE   21,321 0 0
VORNADO RLTY TR SH BEN INT 929042109 361 3,609 SH   SOLE   3,609 0 0
WAL-MART STORES INC COM 931142103 3,030 49,423 SH   SOLE   49,423 0 0
WEC ENERGY GROUP INC COM 92939U106 385 7,502 SH   SOLE   7,502 0 0
WELLS FARGO & CO NEW COM 949746101 2,473 45,488 SH   SOLE   45,488 0 0
WELLTOWER INC COM 95040Q104 917 13,483 SH   SOLE   13,483 0 0
WESTERN DIGITAL CORP COM 958102105 1,176 19,584 SH   SOLE   19,584 0 0
WHOLE FOODS MKT INC COM 966837106 675 20,160 SH   SOLE   20,160 0 0
XCEL ENERGY INC COM 98389B100 552 15,384 SH   SOLE   15,384 0 0
XEROX CORP COM 984121103 561 52,812 SH   SOLE   52,812 0 0
YUM BRANDS INC COM 988498101 1,252 17,140 SH   SOLE   17,140 0 0