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 20,253 453,602 SH   SOLE   453,602 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,098 110,558 SH   SOLE   110,558 0 0
AGREE REALTY CORP COM 008492100 5,698 116,100 SH   SOLE   116,100 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 11,486 96,543 SH   SOLE   96,543 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,665 46,519 SH   SOLE   46,519 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 17,681 204,472 SH   SOLE   204,472 0 0
ALPHABET INC CAP STK CL A 02079K305 20,596 21,152 SH   SOLE   21,152 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 17,434 394,876 SH   SOLE   394,876 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 43,660 2,011,040 SH   SOLE   2,011,040 0 0
AMERICAN TOWER CORP NEW COM 03027X100 94,227 689,400 SH   SOLE   689,400 0 0
AMETEK INC NEW COM 031100100 17,634 267,018 SH   SOLE   267,018 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 5,118 126,678 SH   SOLE   126,678 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 923 8,445 SH   SOLE   8,445 0 0
AVALONBAY CMNTYS INC COM 053484101 43,466 243,617 SH   SOLE   243,617 0 0
BEMIS INC COM 081437105 15,144 332,319 SH   SOLE   332,319 0 0
BLACK KNIGHT FINL SVCS INC CL A 09214X100 17,326 402,466 SH   SOLE   402,466 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 18,090 638,103 SH   SOLE   638,103 0 0
CALATLANTIC GROUP INC COM 128195104 52,753 1,440,146 SH   SOLE   1,440,146 0 0
CARMAX INC COM 143130102 7,241 95,512 SH   SOLE   95,512 0 0
CERNER CORP COM 156782104 15,463 216,808 SH   SOLE   216,808 0 0
CHOICE HOTELS INTL INC COM 169905106 90,119 1,410,316 SH   SOLE   1,410,316 0 0
CHURCH & DWIGHT INC COM 171340102 43,952 907,156 SH   SOLE   907,156 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 15,799 379,602 SH   SOLE   379,602 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,144 98,490 SH   SOLE   98,490 0 0
COLGATE PALMOLIVE CO COM 194162103 13,094 179,736 SH   SOLE   179,736 0 0
COPART INC COM 217204106 6,613 192,416 SH   SOLE   192,416 0 0
CORELOGIC INC COM 21871D103 15,983 345,807 SH   SOLE   345,807 0 0
COSTAR GROUP INC COM 22160N109 15,360 57,261 SH   SOLE   57,261 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 63,896 639,088 SH   SOLE   639,088 0 0
CROWN HOLDINGS INC COM 228368106 18,920 316,818 SH   SOLE   316,818 0 0
CUBESMART COM 229663109 5,730 220,739 SH   SOLE   220,739 0 0
DANAHER CORP DEL COM 235851102 31,065 362,149 SH   SOLE   362,149 0 0
DELTIC TIMBER CORP COM 247850100 13,548 153,204 SH   SOLE   153,204 0 0
DENTSPLY SIRONA INC COM 24906P109 51,835 866,657 SH   SOLE   866,657 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 8,330 760,701 SH   SOLE   760,701 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 14,182 160,308 SH   SOLE   160,308 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 45,378 389,811 SH   SOLE   389,811 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 21,107 587,445 SH   SOLE   587,445 0 0
ELLIE MAE INC COM 28849P100 20,987 255,533 SH   SOLE   255,533 0 0
EPR PPTYS COM SH BEN INT 26884U109 12,487 179,054 SH   SOLE   179,054 0 0
EQUIFAX INC COM 294429105 6,241 58,879 SH   SOLE   58,879 0 0
EQUINIX INC COM PAR $0.001 29444U700 70,202 157,298 SH   SOLE   157,298 0 0
ESSEX PPTY TR INC COM 297178105 6,900 27,163 SH   SOLE   27,163 0 0
EVERTEC INC COM 30040P103 4,857 306,413 SH   SOLE   306,413 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 34,294 1,714,682 SH   SOLE   1,714,682 0 0
EXTRA SPACE STORAGE INC COM 30225T102 13,466 168,489 SH   SOLE   168,489 0 0
FACTSET RESH SYS INC COM 303075105 39,831 221,150 SH   SOLE   221,150 0 0
FEDEX CORP COM 31428X106 8,199 36,348 SH   SOLE   36,348 0 0
FISERV INC COM 337738108 16,836 130,551 SH   SOLE   130,551 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 88,893 574,354 SH   SOLE   574,354 0 0
FORTIVE CORP COM 34959J108 7,751 109,490 SH   SOLE   109,490 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 6,572 178,149 SH   SOLE   178,149 0 0
GARTNER INC COM 366651107 5,572 44,790 SH   SOLE   44,790 0 0
GLOBAL PMTS INC COM 37940X102 35,890 377,668 SH   SOLE   377,668 0 0
GRACE W R & CO DEL NEW COM 38388F108 38,666 535,913 SH   SOLE   535,913 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 14,505 279,634 SH   SOLE   279,634 0 0
HCP INC COM 40414L109 6,075 218,304 SH   SOLE   218,304 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 8,460 283,903 SH   SOLE   283,903 0 0
HENRY JACK & ASSOC INC COM 426281101 7,665 74,569 SH   SOLE   74,569 0 0
HERSHEY CO COM 427866108 10,885 99,708 SH   SOLE   99,708 0 0
HONEYWELL INTL INC COM 438516106 8,537 60,228 SH   SOLE   60,228 0 0
HORMEL FOODS CORP COM 440452100 18,657 580,484 SH   SOLE   580,484 0 0
HOST HOTELS & RESORTS INC COM 44107P104 11,845 640,592 SH   SOLE   640,592 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,794 70,169 SH   SOLE   70,169 0 0
HYATT HOTELS CORP COM CL A 448579102 14,806 239,613 SH   SOLE   239,613 0 0
IHS MARKIT LTD SHS G47567105 3,984 90,370 SH   SOLE   90,370 0 0
INTERPUBLIC GROUP COS INC COM 460690100 9,599 461,734 SH   SOLE   461,734 0 0
INTERXION HOLDING N.V SHS N47279109 130,020 2,552,907 SH   SOLE   2,552,907 0 0
INTUIT COM 461202103 6,069 42,695 SH   SOLE   42,695 0 0
KRAFT HEINZ CO COM 500754106 15,153 195,401 SH   SOLE   195,401 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 4,586 66,923 SH   SOLE   66,923 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 17,195 592,519 SH   SOLE   592,519 0 0
LENNOX INTL INC COM 526107107 6,447 36,023 SH   SOLE   36,023 0 0
LIBERTY PPTY TR SH BEN INT 531172104 19,776 481,648 SH   SOLE   481,648 0 0
LIFE STORAGE INC COM 53223X107 21,823 266,747 SH   SOLE   266,747 0 0
LKQ CORP COM 501889208 7,376 204,955 SH   SOLE   204,955 0 0
LOWES COS INC COM 548661107 23,576 294,919 SH   SOLE   294,919 0 0
MASTERCARD INCORPORATED CL A 57636Q104 45,675 323,478 SH   SOLE   323,478 0 0
MERITAGE HOMES CORP COM 59001A102 40,815 919,257 SH   SOLE   919,257 0 0
MIDDLEBY CORP COM 596278101 47,354 369,464 SH   SOLE   369,464 0 0
MONDELEZ INTL INC CL A 609207105 60,654 1,491,746 SH   SOLE   1,491,746 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 9,918 179,519 SH   SOLE   179,519 0 0
MOODYS CORP COM 615369105 8,255 59,297 SH   SOLE   59,297 0 0
MSCI INC COM 55354G100 7,684 65,728 SH   SOLE   65,728 0 0
NEWELL BRANDS INC COM 651229106 26,011 609,581 SH   SOLE   609,581 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 16,358 75,952 SH   SOLE   75,952 0 0
OLD DOMINION FGHT LINES INC COM 679580100 6,923 62,877 SH   SOLE   62,877 0 0
OUTFRONT MEDIA INC COM 69007J106 10,119 401,879 SH   SOLE   401,879 0 0
PARK HOTELS RESORTS INC COM 700517105 8,260 299,726 SH   SOLE   299,726 0 0
PAYCHEX INC COM 704326107 42,274 705,041 SH   SOLE   705,041 0 0
PAYLOCITY HLDG CORP COM 70438V106 28,864 591,231 SH   SOLE   591,231 0 0
PAYPAL HLDGS INC COM 70450Y103 52,142 814,330 SH   SOLE   814,330 0 0
PEPSICO INC COM 713448108 26,437 237,252 SH   SOLE   237,252 0 0
PERKINELMER INC COM 714046109 17,398 252,258 SH   SOLE   252,258 0 0
PREMIER INC CL A 74051N102 43,665 1,340,642 SH   SOLE   1,340,642 0 0
PRICELINE GRP INC COM NEW 741503403 20,269 11,071 SH   SOLE   11,071 0 0
PROCTER AND GAMBLE CO COM 742718109 381 4,191 SH   SOLE   4,191 0 0
PROLOGIS INC COM 74340W103 7,359 115,964 SH   SOLE   115,964 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 13,239 99,165 SH   SOLE   99,165 0 0
QTS RLTY TR INC COM CL A 74736A103 9,883 188,747 SH   SOLE   188,747 0 0
REALPAGE INC COM 75606N109 39,995 1,002,393 SH   SOLE   1,002,393 0 0
REGENCY CTRS CORP COM 758849103 11,607 187,096 SH   SOLE   187,096 0 0
RLJ LODGING TR COM 74965L101 443 20,154 SH   SOLE   20,154 0 0
ROPER TECHNOLOGIES INC COM 776696106 7,379 30,316 SH   SOLE   30,316 0 0
S&P GLOBAL INC COM 78409V104 30,446 194,778 SH   SOLE   194,778 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 25,269 175,416 SH   SOLE   175,416 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 4,968 212,117 SH   SOLE   212,117 0 0
SERVICENOW INC COM 81762P102 14,086 119,846 SH   SOLE   119,846 0 0
SIMON PPTY GROUP INC NEW COM 828806109 10,497 65,195 SH   SOLE   65,195 0 0
SMITH A O COM 831865209 11,470 193,000 SH   SOLE   193,000 0 0
SMUCKER J M CO COM NEW 832696405 6,827 65,060 SH   SOLE   65,060 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 25,753 102,508 SH   SOLE   102,508 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 33,366 3,893,400 SH   SOLE   3,893,400 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 34,498 859,231 SH   SOLE   859,231 0 0
STARBUCKS CORP COM 855244109 22,422 417,473 SH   SOLE   417,473 0 0
STERICYCLE INC COM 858912108 4,714 65,823 SH   SOLE   65,823 0 0
STERIS PLC SHS USD G84720104 7,730 87,449 SH   SOLE   87,449 0 0
SUN CMNTYS INC COM 866674104 25,584 298,596 SH   SOLE   298,596 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 27,192 1,113,531 SH   SOLE   1,113,531 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 26,025 137,554 SH   SOLE   137,554 0 0
TRANSUNION COM 89400J107 7,599 160,793 SH   SOLE   160,793 0 0
TRIPADVISOR INC COM 896945201 25,391 626,464 SH   SOLE   626,464 0 0
TYLER TECHNOLOGIES INC COM 902252105 14,898 85,462 SH   SOLE   85,462 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 34,680 182,910 SH   SOLE   182,910 0 0
UNIFIRST CORP MASS COM 904708104 3,872 25,561 SH   SOLE   25,561 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 5,067 102,973 SH   SOLE   102,973 0 0
VANTIV INC CL A 92210H105 1,047 14,862 SH   SOLE   14,862 0 0
VERISK ANALYTICS INC COM 92345Y106 6,471 77,790 SH   SOLE   77,790 0 0
VISA INC COM CL A 92826C839 37,804 359,213 SH   SOLE   359,213 0 0
WASTE CONNECTIONS INC COM 94106B101 40,474 578,529 SH   SOLE   578,529 0 0
WATERS CORP COM 941848103 24,058 134,013 SH   SOLE   134,013 0 0
WATSCO INC CL B CONV 942622200 49,383 306,592 SH   SOLE   306,592 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 14,568 458,979 SH   SOLE   458,979 0 0
WEYERHAEUSER CO COM 962166104 13,268 389,895 SH   SOLE   389,895 0 0
WORKDAY INC CL A 98138H101 15,214 144,363 SH   SOLE   144,363 0 0
ZOETIS INC CL A 98978V103 8,412 131,934 SH   SOLE   131,934 0 0