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
Granite Real Estate Investment UNIT 99/99/9999 387437114 2,567 65,000 SH   SOLE   65,000 0 0
CIBC COM 136069101 13,013 160,352 SH   SOLE   160,352 0 0
Thomson Reuters Corp COM 884903105 6,619 143,175 SH   SOLE   143,175 0 0
Chatham Lodging Trust COM 16208T102 563 28,000 SH   SOLE   28,000 0 0
Global Net Lease Inc COM NEW 379378201 865 38,900 SH   SOLE   38,900 0 0
Sempra Energy COM 816851109 24,954 221,322 SH   SOLE   221,322 0 0
SJW Group COM 784305104 1,397 28,400 SH   SOLE   28,400 0 0
Enterprise Products Partners L COM 293792107 41,218 1,522,100 SH   SOLE   1,522,100 0 0
American Tower Corp COM 03027X100 55,323 418,100 SH   SOLE   418,100 0 0
Walt Disney Co/The COM DISNEY 254687106 12,384 116,556 SH   SOLE   116,556 0 0
Quest Diagnostics Inc COM 74834L100 9,473 85,217 SH   SOLE   85,217 0 0
Aramark COM 03852U106 2,842 69,346 SH   SOLE   69,346 0 0
Pioneer Natural Resources Co COM 723787107 5,697 35,700 SH   SOLE   35,700 0 0
Varian Medical Systems Inc COM 92220P105 2,797 27,105 SH   SOLE   27,105 0 0
Stanley Black & Decker Inc COM 854502101 3,189 22,657 SH   SOLE   22,657 0 0
Allstate Corp/The COM 020002101 12,849 145,286 SH   SOLE   145,286 0 0
New Senior Investment Group In COM 648691103 662 65,900 SH   SOLE   65,900 0 0
Washington Real Estate Investm SH BEN INT 939653101 798 25,000 SH   SOLE   25,000 0 0
Corporate Office Properties Tr SH BEN INT 22002T108 1,184 33,800 SH   SOLE   33,800 0 0
Macerich Co/The COM 554382101 2,369 40,800 SH   SOLE   40,800 0 0
GGP Inc COM 36174X101 3,675 156,000 SH   SOLE   156,000 0 0
Welltower Inc COM 95040Q104 8,159 109,000 SH   SOLE   109,000 0 0
Travelers Cos Inc/The COM 89417E109 11,371 89,870 SH   SOLE   89,870 0 0
Republic Services Inc COM 760759100 8,294 130,149 SH   SOLE   130,149 0 0
Praxair Inc COM 74005P104 6,010 45,339 SH   SOLE   45,339 0 0
EOG Resources Inc COM 26875P101 9,368 103,494 SH   SOLE   103,494 0 0
WR Berkley Corp COM 084423102 6,897 99,713 SH   SOLE   99,713 0 0
AT&T Inc COM 00206R102 6,077 161,059 SH   SOLE   161,059 0 0
Assurant Inc COM 04621X108 32,641 314,794 SH   SOLE   314,794 0 0
Shaw Communications Inc CL B CONV 82028K200 12,315 565,354 SH   SOLE   565,354 0 0
Rogers Communications Inc CL B 775109200 9,865 209,177 SH   SOLE   209,177 0 0
Bank of Nova Scotia/The COM 064149107 12,667 210,871 SH   SOLE   210,871 0 0
NXP Semiconductors NV COM N6596X109 6,107 55,797 SH   SOLE   55,797 0 0
Kinder Morgan Inc/DE COM 49456B101 37,751 1,970,300 SH   SOLE   1,970,300 0 0
Crown Castle International Cor COM 22822V101 42,962 428,847 SH   SOLE   428,847 0 0
Atmos Energy Corp COM 049560105 7,358 88,700 SH   SOLE   88,700 0 0
TE Connectivity Ltd REG SHS H84989104 2,595 32,986 SH   SOLE   32,986 0 0
OGE Energy Corp COM 670837103 3,145 90,396 SH   SOLE   90,396 0 0
Darden Restaurants Inc COM 237194105 2,637 29,152 SH   SOLE   29,152 0 0
Aon PLC SHS CL A G0408V102 10,172 76,510 SH   SOLE   76,510 0 0
3M Co COM 88579Y101 25,566 122,799 SH   SOLE   122,799 0 0
Union Pacific Corp COM 907818108 32,542 298,800 SH   SOLE   298,800 0 0
Merck & Co Inc COM 58933Y105 1,226 19,127 SH   SOLE   19,127 0 0
Snap-on Inc COM 833034101 2,057 13,021 SH   SOLE   13,021 0 0
First Industrial Realty Trust COM 32054K103 1,171 40,900 SH   SOLE   40,900 0 0
Physicians Realty Trust COM 71943U104 1,269 63,000 SH   SOLE   63,000 0 0
STAG Industrial Inc COM 85254J102 1,002 36,300 SH   SOLE   36,300 0 0
Brandywine Realty Trust SH BEN INT NEW 105368203 1,167 66,600 SH   SOLE   66,600 0 0
Omnicom Group Inc COM 681919106 5,125 61,823 SH   SOLE   61,823 0 0
Dr Pepper Snapple Group Inc COM 26138E109 5,867 64,398 SH   SOLE   64,398 0 0
Sunstone Hotel Investors Inc COM 867892101 629 39,000 SH   SOLE   39,000 0 0
American Campus Communities In COM 024835100 1,689 35,700 SH   SOLE   35,700 0 0
Taubman Centers Inc COM 876664103 1,370 23,000 SH   SOLE   23,000 0 0
Vornado Realty Trust SH BEN INT 929042109 4,920 52,400 SH   SOLE   52,400 0 0
Alleghany Corp COM 017175100 6,320 10,625 SH   SOLE   10,625 0 0
Loews Corp COM 540424108 6,350 135,654 SH   SOLE   135,654 0 0
Automatic Data Processing Inc COM 053015103 9,087 88,684 SH   SOLE   88,684 0 0
Marsh & McLennan Cos Inc COM 571748102 11,473 147,165 SH   SOLE   147,165 0 0
Southern Co/The COM 842587107 10,137 211,709 SH   SOLE   211,709 0 0
TELUS Corp COM 87971M103 26,549 769,078 SH   SOLE   769,078 0 0
Altria Group Inc COM 02209S103 11,242 150,955 SH   SOLE   150,955 0 0
DTE Energy Co COM 233331107 9,455 89,376 SH   SOLE   89,376 0 0
McCormick & Co Inc/MD COM NON VTG 579780206 9,525 97,687 SH   SOLE   97,687 0 0
McDonald's Corp COM 580135101 11,551 75,416 SH   SOLE   75,416 0 0
Annaly Capital Management Inc COM 035710409 6,160 511,170 SH   SOLE   511,170 0 0
RenaissanceRe Holdings Ltd COM G7496G103 7,004 50,368 SH   SOLE   50,368 0 0
Restaurant Brands Internationa COM 76131D103 7,122 114,000 SH   SOLE   114,000 0 0
TransCanada Corp COM 89353D107 41,801 878,139 SH   SOLE   878,139 0 0
Brookfield Asset Management In CL A LTD VT SH 112585104 3,575 91,225 SH   SOLE   91,225 0 0
Sun Life Financial Inc COM 866796105 2,104 58,943 SH   SOLE   58,943 0 0
Toronto-Dominion Bank/The COM NEW 891160509 12,852 255,417 SH   SOLE   255,417 0 0
Canadian National Railway Co COM 136375102 6,473 79,891 SH   SOLE   79,891 0 0
Williams Cos Inc/The COM 969457100 19,004 627,600 SH   SOLE   627,600 0 0
CatchMark Timber Trust Inc CL A 14912Y202 271 23,800 SH   SOLE   23,800 0 0
SBA Communications Corp CL A 78410G104 15,298 113,400 SH   SOLE   113,400 0 0
MGM Growth Properties LLC CL A COM 55303A105 730 25,000 SH   SOLE   25,000 0 0
Gladstone Commercial Corp COM 376536108 421 19,300 SH   SOLE   19,300 0 0
Alphabet Inc CAP STK CL C 02079K107 97,053 106,801 SH   SOLE   106,801 0 0
Starbucks Corp COM 855244109 5,799 99,443 SH   SOLE   99,443 0 0
Apple Inc COM 037833100 49,130 341,131 SH   SOLE   341,131 0 0
Hudson Pacific Properties Inc COM 444097109 1,761 51,500 SH   SOLE   51,500 0 0
Rayonier Inc COM 754907103 1,226 42,600 SH   SOLE   42,600 0 0
Exxon Mobil Corp COM 30231G102 38,571 477,782 SH   SOLE   477,782 0 0
Ecolab Inc COM 278865100 27,450 206,780 SH   SOLE   206,780 0 0
Devon Energy Corp COM 25179M103 3,964 124,000 SH   SOLE   124,000 0 0
ConocoPhillips COM 20825C104 9,816 223,300 SH   SOLE   223,300 0 0
Honeywell International Inc COM 438516106 32,806 246,122 SH   SOLE   246,122 0 0
FedEx Corp COM 31428X106 13,148 60,500 SH   SOLE   60,500 0 0
Rockwell Collins Inc COM 774341101 2,950 28,078 SH   SOLE   28,078 0 0
Amazon.com Inc COM 023135106 57,374 59,271 SH   SOLE   59,271 0 0
Akamai Technologies Inc COM 00971T101 34,967 702,009 SH   SOLE   702,009 0 0
Xenia Hotels & Resorts Inc COM 984017103 843 43,500 SH   SOLE   43,500 0 0
Washington Prime Group Inc COM 93964W108 791 94,500 SH   SOLE   94,500 0 0
Sabra Health Care REIT Inc COM 78573L106 680 28,200 SH   SOLE   28,200 0 0
Gramercy Property Trust COM NEW 385002308 1,673 56,300 SH   SOLE   56,300 0 0
Ryman Hospitality Properties I COM 78377T107 1,159 18,100 SH   SOLE   18,100 0 0
DiamondRock Hospitality Co COM 252784301 942 86,000 SH   SOLE   86,000 0 0
Pebblebrook Hotel Trust COM 70509V100 1,119 34,700 SH   SOLE   34,700 0 0
Hospitality Properties Trust COM SH BEN INT 44106M102 1,787 61,300 SH   SOLE   61,300 0 0
Forest City Realty Trust Inc COM CL A 345605109 1,641 67,900 SH   SOLE   67,900 0 0
Extra Space Storage Inc COM 30225T102 3,058 39,200 SH   SOLE   39,200 0 0
UDR Inc COM 902653104 3,118 80,000 SH   SOLE   80,000 0 0
Boston Properties Inc COM 101121101 5,696 46,300 SH   SOLE   46,300 0 0
Prologis Inc COM 74340W103 9,206 157,000 SH   SOLE   157,000 0 0
Danaher Corp COM 235851102 44,830 531,224 SH   SOLE   531,224 0 0
Oracle Corp COM 68389X105 10,146 202,347 SH   SOLE   202,347 0 0
Express Scripts Holding Co COM 30219G108 13,418 210,180 SH   SOLE   210,180 0 0
Church & Dwight Co Inc COM 171340102 5,342 102,960 SH   SOLE   102,960 0 0
Costco Wholesale Corp COM 22160K105 5,318 33,254 SH   SOLE   33,254 0 0
CMS Energy Corp COM 125896100 9,211 199,148 SH   SOLE   199,148 0 0
TSMC SPONSORED ADR 874039100 30,179 863,243 SH   SOLE   863,243 0 0
Check Point Software Technolog ORD M22465104 26,990 247,434 SH   SOLE   247,434 0 0
Duke Energy Corp COM NEW 26441C204 9,381 112,228 SH   SOLE   112,228 0 0
PPL Corp COM 69351T106 5,672 146,727 SH   SOLE   146,727 0 0
JPMorgan Chase & Co COM 46625H100 59,806 654,338 SH   SOLE   654,338 0 0
Enbridge Inc COM 29250N105 49,448 1,243,100 SH   SOLE   1,243,100 0 0
Bank of Montreal COM 063671101 13,533 184,571 SH   SOLE   184,571 0 0
First Potomac Realty Trust COM 33610F109 178 16,000 SH   SOLE   16,000 0 0
Agree Realty Corp COM 008492100 610 13,300 SH   SOLE   13,300 0 0
TechnipFMC PLC COM G87110105 14,655 538,800 SH   SOLE   538,800 0 0
National Storage Affiliates Tr COM SHS BEN IN 637870106 471 20,400 SH   SOLE   20,400 0 0
Grupo Aeroportuario del Pacifi SPON ADR B 400506101 5,323 47,400 SH   SOLE   47,400 0 0
MPLX LP COM UNIT REP LTD 55336V100 9,512 284,800 SH   SOLE   284,800 0 0
CH Robinson Worldwide Inc COM NEW 12541W209 5,576 81,190 SH   SOLE   81,190 0 0
Air Products & Chemicals Inc COM 009158106 25,069 175,231 SH   SOLE   175,231 0 0
UnitedHealth Group Inc COM 91324P102 6,108 32,944 SH   SOLE   32,944 0 0
Avery Dennison Corp COM 053611109 2,523 28,550 SH   SOLE   28,550 0 0
KLA-Tencor Corp COM 482480100 2,191 23,948 SH   SOLE   23,948 0 0
Boeing Co/The COM 097023105 3,328 16,828 SH   SOLE   16,828 0 0
Summit Hotel Properties Inc COM 866082100 811 43,500 SH   SOLE   43,500 0 0
General Electric Co COM 369604103 57,661 2,134,812 SH   SOLE   2,134,812 0 0
Arthur J Gallagher & Co COM 363576109 10,241 178,888 SH   SOLE   178,888 0 0
Xylem Inc/NY COM 98419M100 2,860 51,600 SH   SOLE   51,600 0 0
United Technologies Corp COM 913017109 47,699 390,625 SH   SOLE   390,625 0 0
Omega Healthcare Investors Inc COM 681936100 2,183 66,100 SH   SOLE   66,100 0 0
EastGroup Properties Inc COM 277276101 1,006 12,000 SH   SOLE   12,000 0 0
Healthcare Realty Trust Inc COM 421946104 1,414 41,400 SH   SOLE   41,400 0 0
Piedmont Office Realty Trust I COM CL A 720190206 1,090 51,700 SH   SOLE   51,700 0 0
Life Storage Inc COM 53223X107 1,141 15,400 SH   SOLE   15,400 0 0
Highwoods Properties Inc COM 431284108 1,831 36,100 SH   SOLE   36,100 0 0
DDR Corp COM 23317H102 1,192 131,400 SH   SOLE   131,400 0 0
VEREIT Inc COM 92339V100 2,703 332,100 SH   SOLE   332,100 0 0
Verisk Analytics Inc COM 92345Y106 6,354 75,307 SH   SOLE   75,307 0 0
Brown-Forman Corp CL B 115637209 5,564 114,481 SH   SOLE   114,481 0 0
Intuit Inc COM 461202103 8,009 60,302 SH   SOLE   60,302 0 0
TreeHouse Foods Inc COM 89469A104 37,483 458,850 SH   SOLE   458,850 0 0
Mastercard Inc CL A 57636Q104 38,672 318,420 SH   SOLE   318,420 0 0
CA Inc COM 12673P105 2,649 76,850 SH   SOLE   76,850 0 0
Everest Re Group Ltd COM G3223R108 6,061 23,806 SH   SOLE   23,806 0 0
Cincinnati Financial Corp COM 172062101 5,852 80,775 SH   SOLE   80,775 0 0
Eversource Energy COM 30040W108 9,316 153,455 SH   SOLE   153,455 0 0
Pinnacle West Capital Corp COM 723484101 9,332 109,586 SH   SOLE   109,586 0 0
Conagra Brands Inc COM 205887102 2,280 63,761 SH   SOLE   63,761 0 0
Clorox Co/The COM 189054109 10,468 78,563 SH   SOLE   78,563 0 0
Arch Capital Group Ltd ORD G0450A105 6,085 65,230 SH   SOLE   65,230 0 0
Teva Pharmaceutical Industries SPONSORED ADR 881624209 18,793 565,707 SH   SOLE   565,707 0 0
QUALCOMM Inc COM 747525103 35,427 641,558 SH   SOLE   641,558 0 0
Citigroup Inc COM NEW 172967424 64,910 970,544 SH   SOLE   970,544 0 0
RAIT Financial Trust COM NEW 749227609 442 201,800 SH   SOLE   201,800 0 0
Park Hotels & Resorts Inc COM 700517105 1,429 53,000 SH   SOLE   53,000 0 0
One Liberty Properties Inc COM 682406103 284 12,100 SH   SOLE   12,100 0 0
Independence Realty Trust Inc COM 45378A106 517 52,400 SH   SOLE   52,400 0 0
ONEOK Inc COM 682680103 9,681 185,600 SH   SOLE   185,600 0 0
American States Water Co COM 029899101 1,915 40,400 SH   SOLE   40,400 0 0
Ross Stores Inc COM 778296103 32,329 560,009 SH   SOLE   560,009 0 0
Dow Chemical Co/The COM 260543103 32,085 508,728 SH   SOLE   508,728 0 0
Nasdaq Inc COM 631103108 6,905 96,581 SH   SOLE   96,581 0 0
AvalonBay Communities Inc COM 053484101 16,436 85,527 SH   SOLE   85,527 0 0
Markel Corp COM 570535104 6,500 6,661 SH   SOLE   6,661 0 0
Interpublic Group of Cos Inc/T COM 460690100 2,375 96,542 SH   SOLE   96,542 0 0
Cisco Systems Inc COM 17275R102 42,644 1,362,429 SH   SOLE   1,362,429 0 0
American Express Co COM 025816109 2,596 30,813 SH   SOLE   30,813 0 0
Lamar Advertising Co CL A 512816109 1,648 22,400 SH   SOLE   22,400 0 0
LTC Properties Inc COM 502175102 930 18,100 SH   SOLE   18,100 0 0
EI du Pont de Nemours & Co COM 263534109 21,030 260,564 SH   SOLE   260,564 0 0
Northrop Grumman Corp COM 666807102 11,025 42,947 SH   SOLE   42,947 0 0
Thermo Fisher Scientific Inc COM 883556102 27,997 160,470 SH   SOLE   160,470 0 0
CubeSmart COM 229663109 1,522 63,300 SH   SOLE   63,300 0 0
Retail Properties of America I CL A 76131V202 1,221 100,000 SH   SOLE   100,000 0 0
Healthcare Trust of America In CL A NEW 42225P501 1,910 61,400 SH   SOLE   61,400 0 0
LaSalle Hotel Properties COM SH BEN INT 517942108 1,401 47,000 SH   SOLE   47,000 0 0
Kilroy Realty Corp COM 49427F108 2,239 29,800 SH   SOLE   29,800 0 0
Brixmor Property Group Inc COM 11120U105 1,895 106,000 SH   SOLE   106,000 0 0
SL Green Realty Corp COM 78440X101 3,354 31,700 SH   SOLE   31,700 0 0
AGNC Investment Corp COM 00123Q104 6,464 303,597 SH   SOLE   303,597 0 0
Synopsys Inc COM 871607107 8,617 118,157 SH   SOLE   118,157 0 0
Axis Capital Holdings Ltd SHS G0692U109 6,126 94,734 SH   SOLE   94,734 0 0
CME Group Inc COM 12572Q105 57,347 457,893 SH   SOLE   457,893 0 0
Waste Management Inc COM 94106L109 13,069 178,175 SH   SOLE   178,175 0 0
NextEra Energy Inc COM 65339F101 9,025 64,403 SH   SOLE   64,403 0 0
Procter & Gamble Co/The COM 742718109 11,400 130,813 SH   SOLE   130,813 0 0
Ameren Corp COM 023608102 8,568 156,715 SH   SOLE   156,715 0 0
American Electric Power Co Inc COM 025537101 9,711 139,790 SH   SOLE   139,790 0 0
Edison International COM 281020107 9,286 118,761 SH   SOLE   118,761 0 0
Dominion Energy Inc COM 25746U109 8,563 111,749 SH   SOLE   111,749 0 0
Consolidated Edison Inc COM 209115104 8,791 108,770 SH   SOLE   108,770 0 0
Eli Lilly & Co COM 532457108 46,278 562,308 SH   SOLE   562,308 0 0
Entergy Corp COM 29364G103 5,449 70,975 SH   SOLE   70,975 0 0
Pfizer Inc COM 717081103 20,104 598,514 SH   SOLE   598,514 0 0
Pembina Pipeline Corp COM 706327103 14,991 453,295 SH   SOLE   453,295 0 0
BCE Inc COM NEW 05534B760 14,771 328,487 SH   SOLE   328,487 0 0
CareTrust REIT Inc COM 14174T107 501 27,000 SH   SOLE   27,000 0 0
Ashford Hospitality Trust Inc COM SHS 044103109 363 59,700 SH   SOLE   59,700 0 0
Estee Lauder Cos Inc/The CL A 518439104 19,056 198,538 SH   SOLE   198,538 0 0
Monogram Residential Trust Inc COM 60979P105 613 63,100 SH   SOLE   63,100 0 0
Franklin Street Properties Cor COM 35471R106 332 30,000 SH   SOLE   30,000 0 0
Aqua America Inc COM 03836W103 6,270 188,300 SH   SOLE   188,300 0 0
Uniti Group Inc COM 91325V108 5,687 226,200 SH   SOLE   226,200 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106 12,786 179,400 SH   SOLE   179,400 0 0
American Water Works Co Inc COM 030420103 11,201 143,700 SH   SOLE   143,700 0 0
TJX Cos Inc/The COM 872540109 5,273 73,069 SH   SOLE   73,069 0 0
Roper Technologies Inc COM 776696106 6,025 26,022 SH   SOLE   26,022 0 0
Chevron Corp COM 166764100 14,199 136,100 SH   SOLE   136,100 0 0
Newell Brands Inc COM 651229106 35,818 668,000 SH   SOLE   668,000 0 0
Expeditors International of Wa COM 302130109 10,411 184,331 SH   SOLE   184,331 0 0
Liberty Property Trust SH BEN INT 531172104 4,238 104,101 SH   SOLE   104,101 0 0
Lowe's Cos Inc COM 548661107 2,131 27,480 SH   SOLE   27,480 0 0
Duke Realty Corp COM NEW 264411505 5,536 198,071 SH   SOLE   198,071 0 0
Chubb Ltd COM H1467J104 11,963 82,288 SH   SOLE   82,288 0 0
American Homes 4 Rent CL A 02665T306 1,544 68,400 SH   SOLE   68,400 0 0
STORE Capital Corp COM 862121100 1,484 66,100 SH   SOLE   66,100 0 0
Education Realty Trust Inc COM NEW 28140H203 1,240 32,000 SH   SOLE   32,000 0 0
Care Capital Properties Inc COM 141624106 785 29,400 SH   SOLE   29,400 0 0
Senior Housing Properties Trus SH BEN INT 81721M109 1,778 87,000 SH   SOLE   87,000 0 0
Realty Income Corp COM 756109104 4,420 80,100 SH   SOLE   80,100 0 0
Medical Properties Trust Inc COM 58463J304 1,704 132,400 SH   SOLE   132,400 0 0
CBL & Associates Properties In COM 124830100 870 103,200 SH   SOLE   103,200 0 0
DCT Industrial Trust Inc COM NEW 233153204 1,550 29,000 SH   SOLE   29,000 0 0
National Retail Properties Inc COM 637417106 1,971 50,400 SH   SOLE   50,400 0 0
Digital Realty Trust Inc COM 253868103 5,376 47,600 SH   SOLE   47,600 0 0
Kimco Realty Corp COM 49446R109 2,628 143,200 SH   SOLE   143,200 0 0
Essex Property Trust Inc COM 297178105 4,965 19,300 SH   SOLE   19,300 0 0
Host Hotels & Resorts Inc COM 44107P104 4,240 232,100 SH   SOLE   232,100 0 0
Fiserv Inc COM 337738108 6,757 55,230 SH   SOLE   55,230 0 0
Home Depot Inc/The COM 437076102 10,391 67,740 SH   SOLE   67,740 0 0
FTSE FTSE EMR MKT ETF 922042858 76,556 1,875,000 SH   SOLE   1,875,000 0 0
Illinois Tool Works Inc COM 452308109 9,940 69,387 SH   SOLE   69,387 0 0
Schlumberger Ltd COM 806857108 14,653 222,551 SH   SOLE   222,551 0 0
Public Service Enterprise Grou COM 744573106 2,512 58,401 SH   SOLE   58,401 0 0
Halliburton Co COM 406216101 2,652 62,100 SH   SOLE   62,100 0 0
Sysco Corp COM 871829107 7,659 152,184 SH   SOLE   152,184 0 0
PG&E Corp COM 69331C108 9,272 139,709 SH   SOLE   139,709 0 0
Kimberly-Clark Corp COM 494368103 10,304 79,811 SH   SOLE   79,811 0 0
Becton Dickinson and Co COM 075887109 8,805 45,130 SH   SOLE   45,130 0 0
CVS Health Corp COM 126650100 24,166 300,352 SH   SOLE   300,352 0 0
CAE Inc COM 124765108 9,943 577,486 SH   SOLE   577,486 0 0
Ashford Hospitality Prime Inc COM 044102101 206 20,000 SH   SOLE   20,000 0 0
Constellation Brands Inc CL A 21036P108 7,284 37,600 SH   SOLE   37,600 0 0
GEO Group Inc/The COM 36162J106 1,239 41,900 SH   SOLE   41,900 0 0
Core Laboratories NV COM N22717107 15,674 154,777 SH   SOLE   154,777 0 0
Outfront Media Inc COM 69007J106 1,170 50,600 SH   SOLE   50,600 0 0
Grupo Aeroportuario del Surest SPON ADR SER B 40051E202 5,786 27,500 SH   SOLE   27,500 0 0
NiSource Inc COM 65473P105 7,441 293,400 SH   SOLE   293,400 0 0
Cheniere Energy Inc COM NEW 16411R208 8,734 179,300 SH   SOLE   179,300 0 0
Acuity Brands Inc COM 00508Y102 16,079 79,100 SH   SOLE   79,100 0 0
Leggett & Platt Inc COM 524660107 2,747 52,287 SH   SOLE   52,287 0 0
CenterPoint Energy Inc COM 15189T107 3,224 117,765 SH   SOLE   117,765 0 0
Intel Corp COM 458140100 49,693 1,472,828 SH   SOLE   1,472,828 0 0
Microsoft Corp COM 594918104 10,221 148,276 SH   SOLE   148,276 0 0
Camden Property Trust SH BEN INT 133131102 4,935 57,711 SH   SOLE   57,711 0 0
Mettler-Toledo International I COM 592688105 2,820 4,791 SH   SOLE   4,791 0 0
Colony NorthStar Inc CL A COM 19625W104 2,528 179,400 SH   SOLE   179,400 0 0
Equinix Inc COM PAR $0.001 29444U700 9,656 22,500 SH   SOLE   22,500 0 0
Weyerhaeuser Co COM 962166104 7,618 227,400 SH   SOLE   227,400 0 0
United Parcel Service Inc CL B 911312106 27,231 246,237 SH   SOLE   246,237 0 0
Occidental Petroleum Corp COM 674599105 8,430 140,800 SH   SOLE   140,800 0 0
Monsanto Co COM 61166W101 5,598 47,300 SH   SOLE   47,300 0 0
Progressive Corp/The COM 743315103 11,585 262,761 SH   SOLE   262,761 0 0
Aflac Inc COM 001055102 11,066 142,460 SH   SOLE   142,460 0 0
Verizon Communications Inc COM 92343V104 53,635 1,200,969 SH   SOLE   1,200,969 0 0
Kite Realty Group Trust COM NEW 49803T300 831 43,900 SH   SOLE   43,900 0 0
Ramco-Gershenson Properties Tr COM SH BEN INT 751452202 759 58,800 SH   SOLE   58,800 0 0
Select Income REIT COM SH BEN INT 81618T100 1,002 41,700 SH   SOLE   41,700 0 0
Lexington Realty Trust COM 529043101 1,046 105,500 SH   SOLE   105,500 0 0
National Health Investors Inc COM 63633D104 1,212 15,300 SH   SOLE   15,300 0 0
Tanger Factory Outlet Centers COM 875465106 995 38,300 SH   SOLE   38,300 0 0
RLJ Lodging Trust COM 74965L101 1,053 53,000 SH   SOLE   53,000 0 0
Equity LifeStyle Properties In COM 29472R108 1,969 22,800 SH   SOLE   22,800 0 0
Douglas Emmett Inc COM 25960P109 1,666 43,600 SH   SOLE   43,600 0 0
Weingarten Realty Investors SH BEN INT 948741103 1,291 42,900 SH   SOLE   42,900 0 0
Ventas Inc COM 92276F100 7,351 105,800 SH   SOLE   105,800 0 0
Public Storage COM 74460D109 9,592 46,000 SH   SOLE   46,000 0 0
Simon Property Group Inc COM 828806109 15,060 93,100 SH   SOLE   93,100 0 0
Johnson & Johnson COM 478160104 57,448 434,255 SH   SOLE   434,255 0 0
Paychex Inc COM 704326107 5,784 101,577 SH   SOLE   101,577 0 0
IBM COM 459200101 3,442 22,378 SH   SOLE   22,378 0 0
DENTSPLY SIRONA Inc COM 24906P109 2,794 43,085 SH   SOLE   43,085 0 0
Xcel Energy Inc COM 98389B100 9,083 197,963 SH   SOLE   197,963 0 0
Coca-Cola Co/The COM 191216100 12,473 278,114 SH   SOLE   278,114 0 0
Berkshire Hathaway Inc CL B NEW 084670702 7,198 42,501 SH   SOLE   42,501 0 0
Royal Bank of Canada COM 780087102 13,146 181,319 SH   SOLE   181,319 0 0
Fortis Inc/Canada COM 349553107 4,591 130,800 SH   SOLE   130,800 0 0
CoreSite Realty Corp COM 21870Q105 1,170 11,300 SH   SOLE   11,300 0 0
CyrusOne Inc COM 23283R100 1,305 23,400 SH   SOLE   23,400 0 0
California Water Service Group COM 130788102 3,220 87,500 SH   SOLE   87,500 0 0
Sirius XM Holdings Inc COM 82968B103 2,781 508,476 SH   SOLE   508,476 0 0
Visa Inc COM CL A 92826C839 30,565 325,924 SH   SOLE   325,924 0 0
Alphabet Inc CAP STK CL A 02079K305 3,345 3,598 SH   SOLE   3,598 0 0
Comcast Corp CL A 20030N101 50,252 1,291,162 SH   SOLE   1,291,162 0 0
Jones Lang LaSalle Inc COM 48020Q107 2,525 20,200 SH   SOLE   20,200 0 0
Iron Mountain Inc COM 46284V101 2,855 83,100 SH   SOLE   83,100 0 0
Apache Corp COM 037411105 4,064 84,800 SH   SOLE   84,800 0 0
Cousins Properties Inc COM 222795106 1,302 148,100 SH   SOLE   148,100 0 0
Mack-Cali Realty Corp COM 554489104 901 33,200 SH   SOLE   33,200 0 0
QTS Realty Trust Inc COM CL A 74736A103 968 18,500 SH   SOLE   18,500 0 0
Gaming and Leisure Properties COM 36467J108 2,765 73,400 SH   SOLE   73,400 0 0
Apple Hospitality REIT Inc COM NEW 03784Y200 1,506 80,500 SH   SOLE   80,500 0 0
Cognizant Technology Solutions CL A 192446102 52,669 793,210 SH   SOLE   793,210 0 0
Chesapeake Lodging Trust SH BEN INT 165240102 771 31,500 SH   SOLE   31,500 0 0
DuPont Fabros Technology Inc COM 26613Q106 1,431 23,400 SH   SOLE   23,400 0 0
Sun Communities Inc COM 866674104 1,955 22,300 SH   SOLE   22,300 0 0
EPR Properties COM SH BEN INT 26884U109 1,718 23,900 SH   SOLE   23,900 0 0
Mid-America Apartment Communit COM 59522J103 3,678 34,900 SH   SOLE   34,900 0 0
Regency Centers Corp COM 758849103 3,107 49,600 SH   SOLE   49,600 0 0
Apartment Investment & Managem CL A 03748R101 2,041 47,500 SH   SOLE   47,500 0 0
Alexandria Real Estate Equitie COM 015271109 3,241 26,900 SH   SOLE   26,900 0 0
WP Carey Inc COM 92936U109 2,258 34,200 SH   SOLE   34,200 0 0
HCP Inc COM 40414L109 4,586 143,500 SH   SOLE   143,500 0 0
Equity Residential SH BEN INT 29476L107 7,274 110,500 SH   SOLE   110,500 0 0
Accenture PLC SHS CLASS A G1151C101 31,228 252,491 SH   SOLE   252,491 0 0
Amphenol Corp CL A 032095101 6,604 89,463 SH   SOLE   89,463 0 0
Texas Instruments Inc COM 882508104 2,510 32,633 SH   SOLE   32,633 0 0
Stryker Corp COM 863667101 25,057 180,554 SH   SOLE   180,554 0 0
Torchmark Corp COM 891027104 6,480 84,708 SH   SOLE   84,708 0 0
PepsiCo Inc COM 713448108 12,970 112,301 SH   SOLE   112,301 0 0
Colgate-Palmolive Co COM 194162103 9,666 130,386 SH   SOLE   130,386 0 0
Reinsurance Group of America I COM NEW 759351604 36,685 285,729 SH   SOLE   285,729 0 0
WEC Energy Group Inc COM 92939U106 5,311 86,530 SH   SOLE   86,530 0 0
Philip Morris International In COM 718172109 5,801 49,393 SH   SOLE   49,393 0 0
Kellogg Co COM 487836108 5,043 72,602 SH   SOLE   72,602 0 0