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 780 19,384 SH   SOLE   19,384 0 0
ABBVIE INC COM 00287Y109 1,793 32,948 SH   SOLE   32,948 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 774 7,874 SH   SOLE   7,874 0 0
ACE LTD SHS H0023R105 687 6,640 SH   SOLE   6,640 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 505 14,715 SH   SOLE   14,715 0 0
AIR PRODS & CHEMS INC COM 009158106 716 5,613 SH   SOLE   5,613 0 0
ALCOA INC COM 013817101 839 86,818 SH   SOLE   86,818 0 0
ALTRIA GROUP INC COM 02209S103 540 9,921 SH   SOLE   9,921 0 0
AMERICAN EXPRESS CO COM 025816109 2,091 28,203 SH   SOLE   28,203 0 0
AMERIPRISE FINL INC COM 03076C106 694 6,360 SH   SOLE   6,360 0 0
AMPLIFY SNACK BRANDS COM 03211L102 1,740 162,500 SH   SOLE   162,500 0 0
AON PLC SHS CL A G0408V102 377 4,256 SH   SOLE   4,256 0 0
APACHE CORP COM 037411105 1,156 29,522 SH   SOLE   29,522 0 0
APPLE INC COM 037833100 6,030 54,672 SH   SOLE   54,672 0 0
AT&T INC COM 00206R102 4,586 140,772 SH   SOLE   140,772 0 0
AVALONBAY CMNTYS INC COM 053484101 555 3,174 SH   SOLE   3,174 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,165 29,766 SH   SOLE   29,766 0 0
BLACK KNIGHT FINL SVCS INC CL A 09214X100 2,500 76,807 SH   SOLE   76,807 0 0
BOSTON PROPERTIES INC COM 101121101 361 3,046 SH   SOLE   3,046 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,253 21,166 SH   SOLE   21,166 0 0
CAMPBELL SOUP CO COM 134429109 203 4,002 SH   SOLE   4,002 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,045 14,403 SH   SOLE   14,403 0 0
CARDINAL HEALTH INC COM 14149Y108 580 7,546 SH   SOLE   7,546 0 0
CATERPILLAR INC DEL COM 149123101 2,067 31,629 SH   SOLE   31,629 0 0
CLOROX CO DEL COM 189054109 278 2,410 SH   SOLE   2,410 0 0
CME GROUP INC COM 12572Q105 2,782 30,000 SH   SOLE   30,000 0 0
COLGATE PALMOLIVE CO COM 194162103 707 11,146 SH   SOLE   11,146 0 0
COMCAST CORP NEW CL A 20030N101 4,174 73,382 SH   SOLE   73,382 0 0
COSTCO WHSL CORP NEW COM 22160K105 414 2,867 SH   SOLE   2,867 0 0
CVS HEALTH CORP COM 126650100 2,127 22,050 SH   SOLE   22,050 0 0
D R HORTON INC COM 23331A109 38,597 1,314,597 SH   SOLE   1,314,597 0 0
DEERE & CO COM 244199105 692 9,348 SH   SOLE   9,348 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 278 3,651 SH   SOLE   3,651 0 0
DISCOVER FINL SVCS COM 254709108 876 16,854 SH   SOLE   16,854 0 0
DOW CHEM CO COM 260543103 1,281 30,214 SH   SOLE   30,214 0 0
DTE ENERGY CO COM 233331107 274 3,404 SH   SOLE   3,404 0 0
E M C CORP MASS COM 268648102 2,152 89,076 SH   SOLE   89,076 0 0
EATON CORP PLC SHS G29183103 294 5,739 SH   SOLE   5,739 0 0
ECOLAB INC COM 278865100 390 3,552 SH   SOLE   3,552 0 0
EDISON INTL COM 281020107 492 7,802 SH   SOLE   7,802 0 0
ESSEX PPTY TR INC COM 297178105 209 936 SH   SOLE   936 0 0
ETSY INC COM 29786A106 236 17,247 SH   SOLE   17,247 0 0
FIFTH THIRD BANCORP COM 316773100 403 21,318 SH   SOLE   21,318 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,143 117,996 SH   SOLE   117,996 0 0
GAP INC DEL COM 364760108 640 22,460 SH   SOLE   22,460 0 0
GENERAL DYNAMICS CORP COM 369550108 622 4,508 SH   SOLE   4,508 0 0
GENERAL ELECTRIC CO COM 369604103 4,716 186,993 SH   SOLE   186,993 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 363 13,996 SH   SOLE   13,996 0 0
GENERAL MLS INC COM 370334104 508 9,056 SH   SOLE   9,056 0 0
GODADDY INC CL A 380237107 412 16,357 SH   SOLE   16,357 0 0
HCP INC COM 40414L109 566 15,195 SH   SOLE   15,195 0 0
HOST HOTELS & RESORTS INC COM 44107P104 402 25,432 SH   SOLE   25,432 0 0
JPMORGAN CHASE & CO COM 46625H100 3,150 51,666 SH   SOLE   51,666 0 0
KB HOME COM 48666K109 4,970 366,816 SH   SOLE   366,816 0 0
KIMCO RLTY CORP COM 49446R109 220 8,988 SH   SOLE   8,988 0 0
KINDER MORGAN INC DEL COM 49456B101 1,330 48,050 SH   SOLE   48,050 0 0
KRAFT HEINZ CO COM 500754106 1,692 23,973 SH   SOLE   23,973 0 0
LENNAR CORP CL A 526057104 33,989 706,200 SH   SOLE   706,200 0 0
LINCOLN NATL CORP IND COM 534187109 339 7,152 SH   SOLE   7,152 0 0
LOWES COS INC COM 548661107 1,811 26,283 SH   SOLE   26,283 0 0
M D C HLDGS INC COM 552676108 4,082 155,913 SH   SOLE   155,913 0 0
M/I HOMES INC COM 55305B101 1,717 72,810 SH   SOLE   72,810 0 0
MACYS INC COM 55616P104 1,435 27,957 SH   SOLE   27,957 0 0
MARSH & MCLENNAN COS INC COM 571748102 368 7,052 SH   SOLE   7,052 0 0
MCCORMICK & CO INC COM VTG 579780206 279 3,390 SH   SOLE   3,390 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 217 3,077 SH   SOLE   3,077 0 0
MERITAGE HOMES CORP COM 59001A102 5,461 149,524 SH   SOLE   149,524 0 0
MILACRON HLDGS CORP COM 59870L106 1,941 110,572 SH   SOLE   110,572 0 0
MONDELEZ INTL INC CL A 609207105 1,093 26,096 SH   SOLE   26,096 0 0
MONSANTO CO NEW COM 61166W101 944 11,056 SH   SOLE   11,056 0 0
MORGAN STANLEY COM NEW 617446448 1,084 34,416 SH   SOLE   34,416 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 299 4,376 SH   SOLE   4,376 0 0
NOBLE ENERGY INC COM 655044105 939 31,107 SH   SOLE   31,107 0 0
NUCOR CORP COM 670346105 436 11,598 SH   SOLE   11,598 0 0
NVR INC COM 62944T105 13,945 9,143 SH   SOLE   9,143 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,055 15,948 SH   SOLE   15,948 0 0
ORACLE CORP COM 68389X105 2,621 72,558 SH   SOLE   72,558 0 0
PARTY CITY HOLDCO INC COM 702149105 531 33,247 SH   SOLE   33,247 0 0
PENTAIR PLC SHS G7S00T104 308 6,042 SH   SOLE   6,042 0 0
PG&E CORP COM 69331C108 492 9,324 SH   SOLE   9,324 0 0
PHILIP MORRIS INTL INC COM 718172109 991 12,486 SH   SOLE   12,486 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,103 12,360 SH   SOLE   12,360 0 0
PROCTER & GAMBLE CO COM 742718109 2,321 32,258 SH   SOLE   32,258 0 0
PULTE GROUP INC COM 745867101 25,092 1,329,753 SH   SOLE   1,329,753 0 0
QUEST DIAGNOSTICS INC COM 74834L100 256 4,170 SH   SOLE   4,170 0 0
RAYTHEON CO COM NEW 755111507 588 5,386 SH   SOLE   5,386 0 0
RYLAND GROUP INC COM 783764103 7,721 189,094 SH   SOLE   189,094 0 0
SANDISK CORP COM 80004C101 591 10,877 SH   SOLE   10,877 0 0
SCHLUMBERGER LTD COM 806857108 824 11,950 SH   SOLE   11,950 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 351 7,841 SH   SOLE   7,841 0 0
SEMPRA ENERGY COM 816851109 338 3,490 SH   SOLE   3,490 0 0
SL GREEN RLTY CORP COM 78440X101 219 2,028 SH   SOLE   2,028 0 0
ST JUDE MED INC COM 790849103 329 5,212 SH   SOLE   5,212 0 0
STANDARD PAC CORP NEW COM 85375C101 4,814 601,785 SH   SOLE   601,785 0 0
STARBUCKS CORP COM 855244109 712 12,534 SH   SOLE   12,534 0 0
STATE STR CORP COM 857477103 719 10,692 SH   SOLE   10,692 0 0
STRYKER CORP COM 863667101 383 4,074 SH   SOLE   4,074 0 0
SUNRUN INC COM 86771W105 2,230 215,000 SH   SOLE   215,000 0 0
SYSCO CORP COM 871829107 1,154 29,619 SH   SOLE   29,619 0 0
TERRAFORM GLOBAL INC CL A 88104M101 3,330 500,000 SH   SOLE   500,000 0 0
TEXAS INSTRS INC COM 882508104 1,166 23,548 SH   SOLE   23,548 0 0
TIFFANY & CO NEW COM 886547108 263 3,406 SH   SOLE   3,406 0 0
TIME WARNER CABLE INC COM 88732J207 1,409 7,854 SH   SOLE   7,854 0 0
TOLL BROTHERS INC COM 889478103 19,279 563,049 SH   SOLE   563,049 0 0
TRANSUNION COM 89400J107 5,480 218,135 SH   SOLE   218,135 0 0
US BANCORP DEL COM NEW 902973304 813 19,818 SH   SOLE   19,818 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,176 50,018 SH   SOLE   50,018 0 0
VIRTU FINL INC CL A 928254101 643 28,052 SH   SOLE   28,052 0 0
WELLTOWER INC COM 95040Q104 721 10,653 SH   SOLE   10,653 0 0
WESTERN DIGITAL CORP COM 958102105 641 8,072 SH   SOLE   8,072 0 0
WHOLE FOODS MKT INC COM 966837106 985 31,110 SH   SOLE   31,110 0 0
WYNN RESORTS LTD COM 983134107 772 14,534 SH   SOLE   14,534 0 0
XCEL ENERGY INC COM 98389B100 335 9,450 SH   SOLE   9,450 0 0
XEROX CORP COM 984121103 360 37,034 SH   SOLE   37,034 0 0
YUM BRANDS INC COM 988498101 1,389 17,370 SH   SOLE   17,370 0 0