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
ABAXIS INC COM 002567105 10,060 207,428 SH   SOLE   207,428 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 5,769 38,911 SH   SOLE   38,911 0 0
ADVISORY BRD CO COM 00762W107 348 7,429 SH   SOLE   7,429 0 0
AGREE REALTY CORP COM 008492100 6,788 141,541 SH   SOLE   141,541 0 0
AIR PRODS & CHEMS INC COM 009158106 5,619 41,536 SH   SOLE   41,536 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,768 50,286 SH   SOLE   50,286 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 12,421 164,078 SH   SOLE   164,078 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 12,436 261,323 SH   SOLE   261,323 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 7,249 315,721 SH   SOLE   315,721 0 0
AMERICAN TOWER CORP NEW COM 03027X100 89,182 733,763 SH   SOLE   733,763 0 0
AMETEK INC NEW COM 031100100 36,528 675,435 SH   SOLE   675,435 0 0
AON PLC SHS CL A G0408V102 2,566 21,621 SH   SOLE   21,621 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 4,105 78,861 SH   SOLE   78,861 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,659 45,506 SH   SOLE   45,506 0 0
AUTOZONE INC COM 053332102 23,619 32,666 SH   SOLE   32,666 0 0
AVALONBAY CMNTYS INC COM 053484101 8,350 45,482 SH   SOLE   45,482 0 0
BEACON ROOFING SUPPLY INC COM 073685109 2,149 43,719 SH   SOLE   43,719 0 0
BEMIS INC COM 081437105 6,589 134,863 SH   SOLE   134,863 0 0
BLACK KNIGHT FINL SVCS INC CL A 09214X100 13,661 356,676 SH   SOLE   356,676 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 22,532 979,671 SH   SOLE   979,671 0 0
BROWN & BROWN INC COM 115236101 5,838 139,940 SH   SOLE   139,940 0 0
CALATLANTIC GROUP INC COM 128195104 34,710 926,849 SH   SOLE   926,849 0 0
CAMPBELL SOUP CO COM 134429109 3,625 63,337 SH   SOLE   63,337 0 0
CANADIAN PAC RY LTD COM 13645T100 6,725 45,773 SH   SOLE   45,773 0 0
CARMAX INC COM 143130102 27,505 464,448 SH   SOLE   464,448 0 0
CERNER CORP COM 156782104 6,782 115,241 SH   SOLE   115,241 0 0
CHOICE HOTELS INTL INC COM 169905106 83,073 1,327,052 SH   SOLE   1,327,052 0 0
CHURCH & DWIGHT INC COM 171340102 29,696 595,467 SH   SOLE   595,467 0 0
CLOROX CO DEL COM 189054109 5,420 40,198 SH   SOLE   40,198 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 25,647 430,899 SH   SOLE   430,899 0 0
COLGATE PALMOLIVE CO COM 194162103 19,179 262,040 SH   SOLE   262,040 0 0
COPART INC COM 217204106 4,821 77,845 SH   SOLE   77,845 0 0
CORECIVIC INC COM 21871N101 6,254 199,037 SH   SOLE   199,037 0 0
CORELOGIC INC COM 21871D103 7,488 183,891 SH   SOLE   183,891 0 0
COSTAR GROUP INC COM 22160N109 11,802 56,956 SH   SOLE   56,956 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 53,653 568,060 SH   SOLE   568,060 0 0
CROWN HOLDINGS INC COM 228368106 16,014 302,433 SH   SOLE   302,433 0 0
CUBESMART COM 229663109 3,127 120,473 SH   SOLE   120,473 0 0
DANAHER CORP DEL COM 235851102 4,528 52,942 SH   SOLE   52,942 0 0
DDR CORP COM 23317H102 4,302 343,322 SH   SOLE   343,322 0 0
DENTSPLY SIRONA INC COM 24906P109 12,948 207,363 SH   SOLE   207,363 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 4,236 379,869 SH   SOLE   379,869 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 4,144 42,325 SH   SOLE   42,325 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 41,216 381,841 SH   SOLE   381,841 0 0
EASTGROUP PPTY INC COM 277276101 10,592 144,047 SH   SOLE   144,047 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 14,020 343,199 SH   SOLE   343,199 0 0
EPR PPTYS COM SH BEN INT 26884U109 5,901 80,146 SH   SOLE   80,146 0 0
EQUIFAX INC COM 294429105 17,672 129,239 SH   SOLE   129,239 0 0
EQUINIX INC COM PAR $0.001 29444U700 46,827 116,959 SH   SOLE   116,959 0 0
ESSEX PPTY TR INC COM 297178105 22,496 97,162 SH   SOLE   97,162 0 0
EVEREST RE GROUP LTD COM G3223R108 10,800 46,193 SH   SOLE   46,193 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 43,805 2,748,113 SH   SOLE   2,748,113 0 0
EXTRA SPACE STORAGE INC COM 30225T102 25,558 343,574 SH   SOLE   343,574 0 0
FACTSET RESH SYS INC COM 303075105 19,692 119,409 SH   SOLE   119,409 0 0
FASTENAL CO COM 311900104 18,980 368,539 SH   SOLE   368,539 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 5,204 38,979 SH   SOLE   38,979 0 0
FEDEX CORP COM 31428X106 29,706 152,222 SH   SOLE   152,222 0 0
FISERV INC COM 337738108 6,069 52,628 SH   SOLE   52,628 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 67,421 445,227 SH   SOLE   445,227 0 0
FORTIVE CORP COM 34959J108 16,619 275,975 SH   SOLE   275,975 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 16,884 505,215 SH   SOLE   505,215 0 0
GARTNER INC COM 366651107 3,914 36,241 SH   SOLE   36,241 0 0
GENERAL MLS INC COM 370334104 6,933 117,494 SH   SOLE   117,494 0 0
GENPACT LIMITED SHS G3922B107 5,026 202,996 SH   SOLE   202,996 0 0
GGP INC COM 36174X101 16,892 728,727 SH   SOLE   728,727 0 0
GLOBAL PMTS INC COM 37940X102 25,333 313,988 SH   SOLE   313,988 0 0
GRACE W R & CO DEL NEW COM 38388F108 34,283 491,801 SH   SOLE   491,801 0 0
GRAMERCY PPTY TR COM NEW 385002308 5,876 223,427 SH   SOLE   223,427 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 5,923 123,581 SH   SOLE   123,581 0 0
HEARTLAND EXPRESS INC COM 422347104 13,202 658,475 SH   SOLE   658,475 0 0
HENRY JACK & ASSOC INC COM 426281101 5,619 60,352 SH   SOLE   60,352 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 11,313 193,523 SH   SOLE   193,523 0 0
HORMEL FOODS CORP COM 440452100 23,909 690,427 SH   SOLE   690,427 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 4,045 128,288 SH   SOLE   128,288 0 0
HUNT J B TRANS SVCS INC COM 445658107 21,665 236,158 SH   SOLE   236,158 0 0
HYATT HOTELS CORP COM CL A 448579102 6,279 116,313 SH   SOLE   116,313 0 0
IHS MARKIT LTD SHS G47567105 5,318 126,766 SH   SOLE   126,766 0 0
INTERPUBLIC GROUP COS INC COM 460690100 19,952 812,039 SH   SOLE   812,039 0 0
INTERXION HOLDING N.V SHS N47279109 101,988 2,578,062 SH   SOLE   2,578,062 0 0
INTUIT COM 461202103 4,364 37,623 SH   SOLE   37,623 0 0
INVESCO LTD SHS G491BT108 5,553 181,283 SH   SOLE   181,283 0 0
KIMCO RLTY CORP COM 49446R109 4,063 183,915 SH   SOLE   183,915 0 0
KNIGHT TRANSN INC COM 499064103 11,157 355,885 SH   SOLE   355,885 0 0
KRAFT HEINZ CO COM 500754106 11,679 128,604 SH   SOLE   128,604 0 0
LA QUINTA HLDGS INC COM 50420D108 5,352 395,889 SH   SOLE   395,889 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 6,036 208,488 SH   SOLE   208,488 0 0
LIBERTY PPTY TR SH BEN INT 531172104 32,069 831,871 SH   SOLE   831,871 0 0
LIFE STORAGE INC COM 53223X107 23,092 281,197 SH   SOLE   281,197 0 0
LKQ CORP COM 501889208 42,820 1,462,915 SH   SOLE   1,462,915 0 0
LOWES COS INC COM 548661107 21,784 264,984 SH   SOLE   264,984 0 0
MASTERCARD INCORPORATED CL A 57636Q104 25,369 225,558 SH   SOLE   225,558 0 0
MERITAGE HOMES CORP COM 59001A102 23,165 629,479 SH   SOLE   629,479 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 12,253 452,979 SH   SOLE   452,979 0 0
MIDDLEBY CORP COM 596278101 22,744 166,682 SH   SOLE   166,682 0 0
MONDELEZ INTL INC CL A 609207105 61,567 1,429,143 SH   SOLE   1,429,143 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 18,040 390,728 SH   SOLE   390,728 0 0
MOODYS CORP COM 615369105 12,756 113,848 SH   SOLE   113,848 0 0
MSCI INC COM 55354G100 5,170 53,195 SH   SOLE   53,195 0 0
NEWELL BRANDS INC COM 651229106 24,179 512,602 SH   SOLE   512,602 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 27,788 102,979 SH   SOLE   102,979 0 0
OLD DOMINION FGHT LINES INC COM 679580100 16,905 197,562 SH   SOLE   197,562 0 0
PARK HOTELS RESORTS INC COM 700517105 11,673 454,724 SH   SOLE   454,724 0 0
PAYCHEX INC COM 704326107 27,389 465,000 SH   SOLE   465,000 0 0
PAYLOCITY HLDG CORP COM 70438V106 18,819 487,169 SH   SOLE   487,169 0 0
PAYPAL HLDGS INC COM 70450Y103 60,321 1,402,172 SH   SOLE   1,402,172 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 3,418 116,998 SH   SOLE   116,998 0 0
PEPSICO INC COM 713448108 7,407 66,220 SH   SOLE   66,220 0 0
PERKINELMER INC COM 714046109 14,313 246,520 SH   SOLE   246,520 0 0
POOL CORPORATION COM 73278L105 18,104 151,717 SH   SOLE   151,717 0 0
PREMIER INC CL A 74051N102 40,999 1,288,054 SH   SOLE   1,288,054 0 0
PRICELINE GRP INC COM NEW 741503403 5,796 3,256 SH   SOLE   3,256 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 13,662 119,050 SH   SOLE   119,050 0 0
QTS RLTY TR INC COM CL A 74736A103 10,525 215,891 SH   SOLE   215,891 0 0
REALPAGE INC COM 75606N109 30,172 864,535 SH   SOLE   864,535 0 0
REGENCY CTRS CORP COM 758849103 22,571 339,975 SH   SOLE   339,975 0 0
RETAIL PPTYS AMER INC CL A 76131V202 12,323 854,602 SH   SOLE   854,602 0 0
RLJ LODGING TR COM 74965L101 20,774 883,612 SH   SOLE   883,612 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,063 24,520 SH   SOLE   24,520 0 0
S&P GLOBAL INC COM 78409V104 18,318 140,111 SH   SOLE   140,111 0 0
SABRE CORP COM 78573M104 32,202 1,519,681 SH   SOLE   1,519,681 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 25,976 215,800 SH   SOLE   215,800 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 5,126 198,747 SH   SOLE   198,747 0 0
SERVICENOW INC COM 81762P102 13,014 148,787 SH   SOLE   148,787 0 0
SIMON PPTY GROUP INC NEW COM 828806109 16,576 96,354 SH   SOLE   96,354 0 0
SMITH A O COM 831865209 4,086 79,873 SH   SOLE   79,873 0 0
SMUCKER J M CO COM NEW 832696405 19,013 145,052 SH   SOLE   145,052 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 67,064 284,485 SH   SOLE   284,485 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 60,380 5,960,512 SH   SOLE   5,960,512 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 27,733 783,430 SH   SOLE   783,430 0 0
STARBUCKS CORP COM 855244109 14,121 241,845 SH   SOLE   241,845 0 0
STERICYCLE INC COM 858912108 27,084 326,742 SH   SOLE   326,742 0 0
STERIS PLC SHS USD G84720104 12,164 175,125 SH   SOLE   175,125 0 0
STORE CAP CORP COM 862121100 53,531 2,241,677 SH   SOLE   2,241,677 0 0
SUN CMNTYS INC COM 866674104 13,917 173,249 SH   SOLE   173,249 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 26,754 816,421 SH   SOLE   816,421 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 28,949 188,468 SH   SOLE   188,468 0 0
TOTAL SYS SVCS INC COM 891906109 6,089 113,896 SH   SOLE   113,896 0 0
TRANSUNION COM 89400J107 24,033 626,675 SH   SOLE   626,675 0 0
TRIPADVISOR INC COM 896945201 26,372 611,035 SH   SOLE   611,035 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 20,041 102,663 SH   SOLE   102,663 0 0
UNION PAC CORP COM 907818108 5,842 55,159 SH   SOLE   55,159 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,249 67,554 SH   SOLE   67,554 0 0
US FOODS HLDG CORP COM 912008109 6,221 222,346 SH   SOLE   222,346 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 5,841 103,580 SH   SOLE   103,580 0 0
VANGUARD INDEX FDS REIT ETF 922908553 48,678 589,393 SH   SOLE   589,393 0 0
VANTIV INC CL A 92210H105 15,658 244,202 SH   SOLE   244,202 0 0
VENTAS INC COM 92276F100 5,116 78,663 SH   SOLE   78,663 0 0
VEREIT INC COM 92339V100 7,743 912,066 SH   SOLE   912,066 0 0
VERISK ANALYTICS INC COM 92345Y106 12,012 148,036 SH   SOLE   148,036 0 0
VISA INC COM CL A 92826C839 17,713 199,318 SH   SOLE   199,318 0 0
W P CAREY INC COM 92936U109 346 5,555 SH   SOLE   5,555 0 0
WASTE CONNECTIONS INC COM 94106B101 30,893 350,181 SH   SOLE   350,181 0 0
WASTE MGMT INC DEL COM 94106L109 17,717 242,959 SH   SOLE   242,959 0 0
WATERS CORP COM 941848103 22,051 141,070 SH   SOLE   141,070 0 0
WATSCO INC COM 942622200 30,856 215,502 SH   SOLE   215,502 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 20,575 616,214 SH   SOLE   616,214 0 0
WEYERHAEUSER CO COM 962166104 6,167 181,497 SH   SOLE   181,497 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 4,525 5,143 SH   SOLE   5,143 0 0
ZOETIS INC CL A 98978V103 23,878 447,396 SH   SOLE   447,396 0 0