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 20,605 291,767 SH   SOLE   291,767 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 49,650 742,156 SH   SOLE   742,156 0 0
AIR PRODS & CHEMS INC COM 009158106 18,354 115,415 SH   SOLE   115,415 0 0
ALIGN TECHNOLOGY INC COM 016255101 6,687 26,627 SH   SOLE   26,627 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 37,993 445,451 SH   SOLE   445,451 0 0
ALPHABET INC CAP STK CL A 02079K305 22,227 21,431 SH   SOLE   21,431 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 34,027 881,077 SH   SOLE   881,077 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 74,585 3,714,399 SH   SOLE   3,714,399 0 0
AMERICAN TOWER CORP NEW COM 03027X100 76,694 527,688 SH   SOLE   527,688 0 0
AMETEK INC NEW COM 031100100 6,751 88,858 SH   SOLE   88,858 0 0
ANSYS INC COM 03662Q105 7,143 45,586 SH   SOLE   45,586 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 17,106 419,779 SH   SOLE   419,779 0 0
APPFOLIO INC COM CL A 03783C100 7,065 172,960 SH   SOLE   172,960 0 0
AVALONBAY CMNTYS INC COM 053484101 26,267 159,717 SH   SOLE   159,717 0 0
BEMIS INC COM 081437105 11,379 261,464 SH   SOLE   261,464 0 0
BLACK KNIGHT INC COM 09215C105 16,944 359,749 SH   SOLE   359,749 0 0
BLACKBAUD INC COM 09227Q100 19,276 189,330 SH   SOLE   189,330 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 6,386 160,422 SH   SOLE   160,422 0 0
CARMAX INC COM 143130102 26,296 424,539 SH   SOLE   424,539 0 0
CERNER CORP COM 156782104 23,206 400,103 SH   SOLE   400,103 0 0
CHOICE HOTELS INTL INC COM 169905106 79,055 986,332 SH   SOLE   986,332 0 0
CHURCH & DWIGHT INC COM 171340102 41,580 825,648 SH   SOLE   825,648 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 6,927 166,284 SH   SOLE   166,284 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 24,703 306,874 SH   SOLE   306,874 0 0
COLGATE PALMOLIVE CO COM 194162103 7,005 97,723 SH   SOLE   97,723 0 0
COPART INC COM 217204106 11,272 221,314 SH   SOLE   221,314 0 0
COSTAR GROUP INC COM 22160N109 10,057 27,731 SH   SOLE   27,731 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 81,539 743,897 SH   SOLE   743,897 0 0
D R HORTON INC COM 23331A109 38,486 877,879 SH   SOLE   877,879 0 0
DANAHER CORP DEL COM 235851102 12,185 124,446 SH   SOLE   124,446 0 0
DENTSPLY SIRONA INC COM 24906P109 14,165 281,547 SH   SOLE   281,547 0 0
DESCARTES SYS GROUP INC COM 249906108 9,211 322,610 SH   SOLE   322,610 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 8,228 788,143 SH   SOLE   788,143 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 45,080 385,296 SH   SOLE   385,296 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 27,480 839,092 SH   SOLE   839,092 0 0
ELLIE MAE INC COM 28849P100 2,139 23,267 SH   SOLE   23,267 0 0
EPR PPTYS COM SH BEN INT 26884U109 7,729 139,517 SH   SOLE   139,517 0 0
EQUIFAX INC COM 294429105 19,349 164,240 SH   SOLE   164,240 0 0
EQUINIX INC COM PAR $0.001 29444U700 57,604 137,762 SH   SOLE   137,762 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 10,048 163,059 SH   SOLE   163,059 0 0
ESSEX PPTY TR INC COM 297178105 19,401 80,611 SH   SOLE   80,611 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 38,857 1,965,459 SH   SOLE   1,965,459 0 0
FACTSET RESH SYS INC COM 303075105 13,541 67,904 SH   SOLE   67,904 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 14,850 127,892 SH   SOLE   127,892 0 0
FEDEX CORP COM 31428X106 11,177 46,549 SH   SOLE   46,549 0 0
FISERV INC COM 337738108 10,188 142,866 SH   SOLE   142,866 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 133,700 660,247 SH   SOLE   660,247 0 0
FORTIVE CORP COM 34959J108 26,413 340,731 SH   SOLE   340,731 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 19,811 591,896 SH   SOLE   591,896 0 0
GARTNER INC COM 366651107 3,349 28,475 SH   SOLE   28,475 0 0
GLOBAL PMTS INC COM 37940X102 84,319 756,088 SH   SOLE   756,088 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,952 35,544 SH   SOLE   35,544 0 0
GRACE W R & CO DEL NEW COM 38388F108 71,833 1,173,173 SH   SOLE   1,173,173 0 0
GRAMERCY PPTY TR COM NEW 385002308 7,683 353,567 SH   SOLE   353,567 0 0
HCP INC COM 40414L109 27,167 1,169,475 SH   SOLE   1,169,475 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 27,482 1,039,018 SH   SOLE   1,039,018 0 0
HENRY JACK & ASSOC INC COM 426281101 10,382 85,835 SH   SOLE   85,835 0 0
HERSHEY CO COM 427866108 17,575 177,592 SH   SOLE   177,592 0 0
HIGHWOODS PPTYS INC COM 431284108 7,350 167,728 SH   SOLE   167,728 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 28,026 355,843 SH   SOLE   355,843 0 0
HONEYWELL INTL INC COM 438516106 8,046 55,676 SH   SOLE   55,676 0 0
HOST HOTELS & RESORTS INC COM 44107P104 9,059 485,984 SH   SOLE   485,984 0 0
HUNT J B TRANS SVCS INC COM 445658107 10,009 85,435 SH   SOLE   85,435 0 0
HYATT HOTELS CORP COM CL A 448579102 7,431 97,438 SH   SOLE   97,438 0 0
IHS MARKIT LTD SHS G47567105 13,116 271,885 SH   SOLE   271,885 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,597 48,187 SH   SOLE   48,187 0 0
INTERXION HOLDING N.V SHS N47279109 128,589 2,070,348 SH   SOLE   2,070,348 0 0
INTUIT COM 461202103 7,172 41,373 SH   SOLE   41,373 0 0
INVESCO LTD SHS G491BT108 20,408 637,543 SH   SOLE   637,543 0 0
IQIYI INC SPONSORED ADS 46267X108 389 25,000 SH   SOLE   25,000 0 0
KIMBERLY CLARK CORP COM 494368103 7,630 69,285 SH   SOLE   69,285 0 0
KRAFT HEINZ CO COM 500754106 12,733 204,419 SH   SOLE   204,419 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 18,833 295,842 SH   SOLE   295,842 0 0
LIBERTY PPTY TR SH BEN INT 531172104 12,579 316,609 SH   SOLE   316,609 0 0
LKQ CORP COM 501889208 9,078 239,220 SH   SOLE   239,220 0 0
MARSH & MCLENNAN COS INC COM 571748102 25,696 311,123 SH   SOLE   311,123 0 0
MASTERCARD INCORPORATED CL A 57636Q104 54,415 310,657 SH   SOLE   310,657 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 26,495 421,822 SH   SOLE   421,822 0 0
MERITAGE HOMES CORP COM 59001A102 43,731 966,437 SH   SOLE   966,437 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 17,182 647,406 SH   SOLE   647,406 0 0
MID AMER APT CMNTYS INC COM 59522J103 9,552 104,692 SH   SOLE   104,692 0 0
MIDDLEBY CORP COM 596278101 50,003 403,934 SH   SOLE   403,934 0 0
MONDELEZ INTL INC CL A 609207105 75,086 1,799,330 SH   SOLE   1,799,330 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 18,368 321,064 SH   SOLE   321,064 0 0
MOODYS CORP COM 615369105 30,563 189,478 SH   SOLE   189,478 0 0
MSCI INC COM 55354G100 11,310 75,666 SH   SOLE   75,666 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 7,394 188,334 SH   SOLE   188,334 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 14,581 58,942 SH   SOLE   58,942 0 0
OLD DOMINION FGHT LINES INC COM 679580100 6,926 47,126 SH   SOLE   47,126 0 0
OPEN TEXT CORP COM 683715106 70,659 2,030,423 SH   SOLE   2,030,423 0 0
OUTFRONT MEDIA INC COM 69007J106 33,693 1,797,897 SH   SOLE   1,797,897 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 29,247 763,222 SH   SOLE   763,222 0 0
PARK HOTELS RESORTS INC COM 700517105 7,135 264,080 SH   SOLE   264,080 0 0
PAYCHEX INC COM 704326107 18,205 295,582 SH   SOLE   295,582 0 0
PAYCOM SOFTWARE INC COM 70432V102 6,772 63,060 SH   SOLE   63,060 0 0
PAYLOCITY HLDG CORP COM 70438V106 30,540 596,134 SH   SOLE   596,134 0 0
PAYPAL HLDGS INC COM 70450Y103 17,442 229,892 SH   SOLE   229,892 0 0
PEPSICO INC COM 713448108 25,140 230,328 SH   SOLE   230,328 0 0
PERKINELMER INC COM 714046109 26,236 346,482 SH   SOLE   346,482 0 0
PHILIP MORRIS INTL INC COM 718172109 16,838 169,394 SH   SOLE   169,394 0 0
PRAXAIR INC COM 74005P104 44,904 311,188 SH   SOLE   311,188 0 0
PROCTER AND GAMBLE CO COM 742718109 9,437 119,029 SH   SOLE   119,029 0 0
PROLOGIS INC COM 74340W103 8,294 131,669 SH   SOLE   131,669 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 18,630 164,805 SH   SOLE   164,805 0 0
REALPAGE INC COM 75606N109 41,581 807,403 SH   SOLE   807,403 0 0
REGENCY CTRS CORP COM 758849103 20,425 346,308 SH   SOLE   346,308 0 0
RLJ LODGING TR COM 74965L101 10,768 553,886 SH   SOLE   553,886 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,698 23,861 SH   SOLE   23,861 0 0
RPM INTL INC COM 749685103 12,655 265,466 SH   SOLE   265,466 0 0
S&P GLOBAL INC COM 78409V104 30,252 158,339 SH   SOLE   158,339 0 0
SALESFORCE COM INC COM 79466L302 27,974 240,529 SH   SOLE   240,529 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,636 38,826 SH   SOLE   38,826 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 11,504 590,565 SH   SOLE   590,565 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 15,625 221,375 SH   SOLE   221,375 0 0
SERVICENOW INC COM 81762P102 8,938 54,025 SH   SOLE   54,025 0 0
SMITH A O COM 831865209 18,676 293,689 SH   SOLE   293,689 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 26,933 3,470,734 SH   SOLE   3,470,734 0 0
SPS COMM INC COM 78463M107 35,001 546,293 SH   SOLE   546,293 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 18,446 343,886 SH   SOLE   343,886 0 0
STERIS PLC SHS USD G84720104 7,738 82,879 SH   SOLE   82,879 0 0
SUN CMNTYS INC COM 866674104 30,963 338,874 SH   SOLE   338,874 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 7,832 514,610 SH   SOLE   514,610 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 31,748 1,443,077 SH   SOLE   1,443,077 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 49,617 240,323 SH   SOLE   240,323 0 0
THOMSON REUTERS CORP COM 884903105 8,933 231,116 SH   SOLE   231,116 0 0
TRANSUNION COM 89400J107 10,502 184,968 SH   SOLE   184,968 0 0
TRIPADVISOR INC COM 896945201 26,629 651,243 SH   SOLE   651,243 0 0
TYLER TECHNOLOGIES INC COM 902252105 9,107 43,170 SH   SOLE   43,170 0 0
UDR INC COM 902653104 7,687 215,814 SH   SOLE   215,814 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 20,834 85,492 SH   SOLE   85,492 0 0
UNIFIRST CORP MASS COM 904708104 8,772 54,266 SH   SOLE   54,266 0 0
UNITED PARCEL SERVICE INC CL B 911312106 15,386 147,007 SH   SOLE   147,007 0 0
VERISK ANALYTICS INC COM 92345Y106 10,187 97,948 SH   SOLE   97,948 0 0
VICI PPTYS INC COM 925652109 30,600 1,670,294 SH   SOLE   1,670,294 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 2,816 228,958 SH   SOLE   228,958 0 0
VISA INC COM CL A 92826C839 60,138 502,738 SH   SOLE   502,738 0 0
WASTE CONNECTIONS INC COM 94106B101 37,838 527,435 SH   SOLE   527,435 0 0
WATERS CORP COM 941848103 10,299 51,844 SH   SOLE   51,844 0 0
WATSCO INC COM 942622200 61,512 339,901 SH   SOLE   339,901 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 17,302 616,168 SH   SOLE   616,168 0 0
WELLTOWER INC COM 95040Q104 5,455 100,228 SH   SOLE   100,228 0 0
WEYERHAEUSER CO COM 962166104 6,881 196,595 SH   SOLE   196,595 0 0
WORKDAY INC CL A 98138H101 9,282 73,021 SH   SOLE   73,021 0 0
WORLDPAY INC CL A 981558109 8,987 109,280 SH   SOLE   109,280 0 0
ZOETIS INC CL A 98978V103 11,090 132,796 SH   SOLE   132,796 0 0