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 24,126 487,204 SH   SOLE   487,204 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 16,512 246,552 SH   SOLE   246,552 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 12,677 97,076 SH   SOLE   97,076 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,718 39,235 SH   SOLE   39,235 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 32,284 405,779 SH   SOLE   405,779 0 0
ALPHABET INC CAP STK CL A 02079K305 21,548 20,456 SH   SOLE   20,456 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 26,664 649,867 SH   SOLE   649,867 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 68,051 3,115,886 SH   SOLE   3,115,886 0 0
AMERICAN TOWER CORP NEW COM 03027X100 115,070 806,545 SH   SOLE   806,545 0 0
AMETEK INC NEW COM 031100100 18,230 251,552 SH   SOLE   251,552 0 0
ANSYS INC COM 03662Q105 5,007 33,923 SH   SOLE   33,923 0 0
AVALONBAY CMNTYS INC COM 053484101 45,999 257,827 SH   SOLE   257,827 0 0
BALL CORP COM 058498106 5,697 150,511 SH   SOLE   150,511 0 0
BEMIS INC COM 081437105 8,634 180,673 SH   SOLE   180,673 0 0
BLACK KNIGHT INC COM 09215C105 21,211 480,437 SH   SOLE   480,437 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 20,384 621,639 SH   SOLE   621,639 0 0
CAMPBELL SOUP CO COM 134429109 6,889 143,193 SH   SOLE   143,193 0 0
CANADIAN PAC RY LTD COM 13645T100 8,853 48,438 SH   SOLE   48,438 0 0
CARMAX INC COM 143130102 34,901 544,228 SH   SOLE   544,228 0 0
CERNER CORP COM 156782104 15,179 225,234 SH   SOLE   225,234 0 0
CHOICE HOTELS INTL INC COM 169905106 94,772 1,221,292 SH   SOLE   1,221,292 0 0
CHURCH & DWIGHT INC COM 171340102 58,899 1,173,994 SH   SOLE   1,173,994 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 23,303 584,773 SH   SOLE   584,773 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,480 63,087 SH   SOLE   63,087 0 0
COLGATE PALMOLIVE CO COM 194162103 14,082 186,635 SH   SOLE   186,635 0 0
COPART INC COM 217204106 8,518 197,213 SH   SOLE   197,213 0 0
CORELOGIC INC COM 21871D103 304 6,585 SH   SOLE   6,585 0 0
COSTAR GROUP INC COM 22160N109 17,258 58,117 SH   SOLE   58,117 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 58,385 525,941 SH   SOLE   525,941 0 0
CUBESMART COM 229663109 6,721 232,402 SH   SOLE   232,402 0 0
CYRUSONE INC COM 23283R100 22,105 371,333 SH   SOLE   371,333 0 0
DANAHER CORP DEL COM 235851102 23,360 251,670 SH   SOLE   251,670 0 0
DENTSPLY SIRONA INC COM 24906P109 28,744 436,640 SH   SOLE   436,640 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 4,831 427,913 SH   SOLE   427,913 0 0
DIGITAL RLTY TR INC COM 253868103 6,882 60,420 SH   SOLE   60,420 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 7,020 72,330 SH   SOLE   72,330 0 0
DUKE REALTY CORP COM NEW 264411505 5,666 208,249 SH   SOLE   208,249 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 46,527 392,929 SH   SOLE   392,929 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 27,646 791,692 SH   SOLE   791,692 0 0
ELLIE MAE INC COM 28849P100 23,077 258,135 SH   SOLE   258,135 0 0
EPR PPTYS COM SH BEN INT 26884U109 6,214 94,923 SH   SOLE   94,923 0 0
EQUINIX INC COM PAR $0.001 29444U700 65,526 144,579 SH   SOLE   144,579 0 0
ESSEX PPTY TR INC COM 297178105 33,369 138,247 SH   SOLE   138,247 0 0
EVEREST RE GROUP LTD COM G3223R108 18,393 83,127 SH   SOLE   83,127 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 38,523 2,027,525 SH   SOLE   2,027,525 0 0
EXTRA SPACE STORAGE INC COM 30225T102 7,550 86,339 SH   SOLE   86,339 0 0
FACTSET RESH SYS INC COM 303075105 32,575 168,995 SH   SOLE   168,995 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 5,091 38,333 SH   SOLE   38,333 0 0
FEDEX CORP COM 31428X106 9,120 36,549 SH   SOLE   36,549 0 0
FISERV INC COM 337738108 7,092 54,087 SH   SOLE   54,087 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 126,351 656,609 SH   SOLE   656,609 0 0
FORTIVE CORP COM 34959J108 28,616 395,527 SH   SOLE   395,527 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 25,269 682,955 SH   SOLE   682,955 0 0
GARTNER INC COM 366651107 5,653 45,907 SH   SOLE   45,907 0 0
GLOBAL PMTS INC COM 37940X102 46,182 460,711 SH   SOLE   460,711 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,594 33,735 SH   SOLE   33,735 0 0
GRACE W R & CO DEL NEW COM 38388F108 60,154 857,747 SH   SOLE   857,747 0 0
GRAMERCY PPTY TR COM NEW 385002308 304 11,400 SH   SOLE   11,400 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 22,317 410,766 SH   SOLE   410,766 0 0
HCP INC COM 40414L109 13,939 534,470 SH   SOLE   534,470 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 20,306 675,955 SH   SOLE   675,955 0 0
HENRY JACK & ASSOC INC COM 426281101 8,939 76,425 SH   SOLE   76,425 0 0
HERSHEY CO COM 427866108 19,953 175,778 SH   SOLE   175,778 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,955 112,136 SH   SOLE   112,136 0 0
HORMEL FOODS CORP COM 440452100 6,890 189,343 SH   SOLE   189,343 0 0
HOST HOTELS & RESORTS INC COM 44107P104 6,759 340,482 SH   SOLE   340,482 0 0
HUNT J B TRANS SVCS INC COM 445658107 16,624 144,580 SH   SOLE   144,580 0 0
HYATT HOTELS CORP COM CL A 448579102 9,965 135,500 SH   SOLE   135,500 0 0
IHS MARKIT LTD SHS G47567105 26,094 577,935 SH   SOLE   577,935 0 0
ILLINOIS TOOL WKS INC COM 452308109 8,415 50,436 SH   SOLE   50,436 0 0
INTERPUBLIC GROUP COS INC COM 460690100 9,360 464,283 SH   SOLE   464,283 0 0
INTERXION HOLDING N.V SHS N47279109 138,148 2,344,266 SH   SOLE   2,344,266 0 0
INTUIT COM 461202103 6,904 43,759 SH   SOLE   43,759 0 0
KRAFT HEINZ CO COM 500754106 13,705 176,253 SH   SOLE   176,253 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 4,944 66,592 SH   SOLE   66,592 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 17,382 619,230 SH   SOLE   619,230 0 0
LIBERTY PPTY TR SH BEN INT 531172104 6,639 154,359 SH   SOLE   154,359 0 0
LIFE STORAGE INC COM 53223X107 8,386 94,150 SH   SOLE   94,150 0 0
LKQ CORP COM 501889208 8,780 215,889 SH   SOLE   215,889 0 0
LOWES COS INC COM 548661107 15,887 170,938 SH   SOLE   170,938 0 0
MARSH & MCLENNAN COS INC COM 571748102 14,244 175,012 SH   SOLE   175,012 0 0
MASTERCARD INCORPORATED CL A 57636Q104 67,123 443,465 SH   SOLE   443,465 0 0
MCCORMICK & CO INC COM NON VTG 579780206 15,754 154,590 SH   SOLE   154,590 0 0
MERITAGE HOMES CORP COM 59001A102 33,333 651,027 SH   SOLE   651,027 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 14,742 505,712 SH   SOLE   505,712 0 0
MIDDLEBY CORP COM 596278101 51,277 379,967 SH   SOLE   379,967 0 0
MONDELEZ INTL INC CL A 609207105 64,381 1,504,225 SH   SOLE   1,504,225 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 7,441 117,568 SH   SOLE   117,568 0 0
MOODYS CORP COM 615369105 17,446 118,193 SH   SOLE   118,193 0 0
MSCI INC COM 55354G100 9,498 75,063 SH   SOLE   75,063 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 4,572 106,015 SH   SOLE   106,015 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 17,249 71,710 SH   SOLE   71,710 0 0
OLD DOMINION FGHT LINES INC COM 679580100 8,477 64,442 SH   SOLE   64,442 0 0
OPEN TEXT CORP COM 683715106 23,732 665,317 SH   SOLE   665,317 0 0
OUTFRONT MEDIA INC COM 69007J106 18,290 788,349 SH   SOLE   788,349 0 0
PARK HOTELS RESORTS INC COM 700517105 8,665 301,379 SH   SOLE   301,379 0 0
PAYCHEX INC COM 704326107 29,440 432,435 SH   SOLE   432,435 0 0
PAYLOCITY HLDG CORP COM 70438V106 22,929 486,205 SH   SOLE   486,205 0 0
PAYPAL HLDGS INC COM 70450Y103 62,586 850,123 SH   SOLE   850,123 0 0
PEPSICO INC COM 713448108 26,074 217,429 SH   SOLE   217,429 0 0
PERKINELMER INC COM 714046109 18,668 255,307 SH   SOLE   255,307 0 0
PHILIP MORRIS INTL INC COM 718172109 17,730 167,823 SH   SOLE   167,823 0 0
PRAXAIR INC COM 74005P104 12,395 80,132 SH   SOLE   80,132 0 0
PRICELINE GRP INC COM NEW 741503403 12,081 6,952 SH   SOLE   6,952 0 0
PROLOGIS INC COM 74340W103 8,414 130,431 SH   SOLE   130,431 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 10,695 85,495 SH   SOLE   85,495 0 0
REALPAGE INC COM 75606N109 33,067 746,441 SH   SOLE   746,441 0 0
REGENCY CTRS CORP COM 758849103 3,106 44,900 SH   SOLE   44,900 0 0
ROPER TECHNOLOGIES INC COM 776696106 8,048 31,074 SH   SOLE   31,074 0 0
RPM INTL INC COM 749685103 8,646 164,931 SH   SOLE   164,931 0 0
S&P GLOBAL INC COM 78409V104 23,171 136,785 SH   SOLE   136,785 0 0
SABRE CORP COM 78573M104 8,831 430,769 SH   SOLE   430,769 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 17,330 106,084 SH   SOLE   106,084 0 0
SCHEIN HENRY INC COM 806407102 29,645 424,224 SH   SOLE   424,224 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 8,389 114,678 SH   SOLE   114,678 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 10,846 211,543 SH   SOLE   211,543 0 0
SERVICENOW INC COM 81762P102 15,775 120,985 SH   SOLE   120,985 0 0
SMITH A O COM 831865209 14,989 244,593 SH   SOLE   244,593 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 39,278 147,185 SH   SOLE   147,185 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 30,410 3,544,246 SH   SOLE   3,544,246 0 0
SPS COMM INC COM 78463M107 21,719 446,975 SH   SOLE   446,975 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 40,093 990,442 SH   SOLE   990,442 0 0
STARBUCKS CORP COM 855244109 6,836 119,037 SH   SOLE   119,037 0 0
STERIS PLC SHS USD G84720104 6,455 73,797 SH   SOLE   73,797 0 0
SUN CMNTYS INC COM 866674104 28,611 308,371 SH   SOLE   308,371 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 6,663 403,114 SH   SOLE   403,114 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 35,411 1,335,762 SH   SOLE   1,335,762 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 46,975 247,392 SH   SOLE   247,392 0 0
TRANSUNION COM 89400J107 17,684 321,762 SH   SOLE   321,762 0 0
TRIPADVISOR INC COM 896945201 21,785 632,188 SH   SOLE   632,188 0 0
TYLER TECHNOLOGIES INC COM 902252105 19,394 109,540 SH   SOLE   109,540 0 0
UDR INC COM 902653104 6,068 157,522 SH   SOLE   157,522 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 35,811 164,096 SH   SOLE   164,096 0 0
UNIFIRST CORP MASS COM 904708104 8,864 53,753 SH   SOLE   53,753 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,204 68,854 SH   SOLE   68,854 0 0
VENTAS INC COM 92276F100 6,843 114,029 SH   SOLE   114,029 0 0
VERISK ANALYTICS INC COM 92345Y106 7,654 79,727 SH   SOLE   79,727 0 0
VISA INC COM CL A 92826C839 43,649 382,817 SH   SOLE   382,817 0 0
WASTE CONNECTIONS INC COM 94106B101 35,970 507,052 SH   SOLE   507,052 0 0
WATERS CORP COM 941848103 16,124 83,463 SH   SOLE   83,463 0 0
WATSCO INC COM 942622200 55,923 328,884 SH   SOLE   328,884 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 19,414 590,615 SH   SOLE   590,615 0 0
WELLTOWER INC COM 95040Q104 15,063 236,205 SH   SOLE   236,205 0 0
WEYERHAEUSER CO COM 962166104 6,867 194,753 SH   SOLE   194,753 0 0
WORKDAY INC CL A 98138H101 16,451 161,696 SH   SOLE   161,696 0 0
ZOETIS INC CL A 98978V103 8,516 118,219 SH   SOLE   118,219 0 0