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
AGILENT TECHNOLOGIES INC COM 00846U101 69,231 981,452 SH   SOLE   981,452 0 0
AIR PRODS & CHEMS INC COM 009158106 36,753 220,014 SH   SOLE   220,014 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 29,724 236,299 SH   SOLE   236,299 0 0
ALIGN TECHNOLOGY INC COM 016255101 12,361 31,597 SH   SOLE   31,597 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 41,953 463,212 SH   SOLE   463,212 0 0
ALPHABET INC CAP STK CL A 02079K305 31,893 26,422 SH   SOLE   26,422 0 0
ALTABA INC COM 021346101 33,331 489,303 SH   SOLE   489,303 0 0
AMAZON COM INC COM 023135106 25,438 12,700 SH   SOLE   12,700 0 0
AMDOCS LTD SHS G02602103 7,838 118,805 SH   SOLE   118,805 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 27,273 662,620 SH   SOLE   662,620 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 97,530 4,455,488 SH   SOLE   4,455,488 0 0
AMERICAN TOWER CORP NEW COM 03027X100 33,932 233,534 SH   SOLE   233,534 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 16,827 716,688 SH   SOLE   716,688 0 0
ANSYS INC COM 03662Q105 39,981 214,170 SH   SOLE   214,170 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 8,402 190,410 SH   SOLE   190,410 0 0
ARAMARK COM 03852U106 10,928 254,022 SH   SOLE   254,022 0 0
AVALONBAY CMNTYS INC COM 053484101 18,811 103,845 SH   SOLE   103,845 0 0
AVERY DENNISON CORP COM 053611109 18,418 169,991 SH   SOLE   169,991 0 0
AXALTA COATING SYS LTD COM G0750C108 10,426 357,553 SH   SOLE   357,553 0 0
BEMIS INC COM 081437105 37,620 774,090 SH   SOLE   774,090 0 0
BLACK KNIGHT INC COM 09215C105 20,596 396,468 SH   SOLE   396,468 0 0
BLACKBAUD INC COM 09227Q100 49,741 490,158 SH   SOLE   490,158 0 0
BLACKROCK INC COM 09247X101 5,306 11,258 SH   SOLE   11,258 0 0
CANADIAN NATL RY CO COM 136375102 10,837 120,682 SH   SOLE   120,682 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 6,687 201,806 SH   SOLE   201,806 0 0
CERIDIAN HCM HLDG INC COM 15677J108 7,686 182,883 SH   SOLE   182,883 0 0
CERNER CORP COM 156782104 18,961 294,391 SH   SOLE   294,391 0 0
CHOICE HOTELS INTL INC COM 169905106 101,304 1,216,144 SH   SOLE   1,216,144 0 0
CHURCH & DWIGHT INC COM 171340102 28,723 483,801 SH   SOLE   483,801 0 0
CHURCHILL CAP CORP UNIT 99/99/9999 17142R202 20,260 2,000,000 SH   SOLE   2,000,000 0 0
COCA COLA CO COM 191216100 6,962 150,745 SH   SOLE   150,745 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 8,907 195,896 SH   SOLE   195,896 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 50,727 657,515 SH   SOLE   657,515 0 0
COPART INC COM 217204106 31,785 616,826 SH   SOLE   616,826 0 0
CORELOGIC INC COM 21871D103 9,395 190,149 SH   SOLE   190,149 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 108,495 974,539 SH   SOLE   974,539 0 0
CROWN HOLDINGS INC COM 228368106 44,105 918,861 SH   SOLE   918,861 0 0
CUBESMART COM 229663109 17,951 629,224 SH   SOLE   629,224 0 0
D R HORTON INC COM 23331A109 40,929 970,344 SH   SOLE   970,344 0 0
DANAHER CORP DEL COM 235851102 39,770 366,007 SH   SOLE   366,007 0 0
DESCARTES SYS GROUP INC COM 249906108 20,478 604,081 SH   SOLE   604,081 0 0
DESPEGAR COM CORP ORD SHS G27358103 8,387 497,171 SH   SOLE   497,171 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 8,326 713,488 SH   SOLE   713,488 0 0
DIGITAL RLTY TR INC COM 253868103 10,674 94,903 SH   SOLE   94,903 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 32,516 228,167 SH   SOLE   228,167 0 0
EBAY INC COM 278642103 67,624 2,047,996 SH   SOLE   2,047,996 0 0
ECOLAB INC COM 278865100 8,667 55,285 SH   SOLE   55,285 0 0
ENSCO PLC SHS CLASS A G3157S106 9,887 1,171,476 SH   SOLE   1,171,476 0 0
ENVESTNET INC COM 29404K106 17,855 292,956 SH   SOLE   292,956 0 0
EQUIFAX INC COM 294429105 10,480 80,269 SH   SOLE   80,269 0 0
EQUINIX INC COM PAR $0.001 29444U700 83,654 193,246 SH   SOLE   193,246 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 8,255 124,600 SH   SOLE   124,600 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 24,253 1,709,186 SH   SOLE   1,709,186 0 0
ESSEX PPTY TR INC COM 297178105 10,608 43,000 SH   SOLE   43,000 0 0
EVEREST RE GROUP LTD COM G3223R108 18,311 80,149 SH   SOLE   80,149 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 39,604 1,957,706 SH   SOLE   1,957,706 0 0
EXTRA SPACE STORAGE INC COM 30225T102 7,899 91,178 SH   SOLE   91,178 0 0
FACTSET RESH SYS INC COM 303075105 58,451 261,282 SH   SOLE   261,282 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 17,306 136,844 SH   SOLE   136,844 0 0
FEDEX CORP COM 31428X106 24,464 101,601 SH   SOLE   101,601 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,729 98,376 SH   SOLE   98,376 0 0
FISERV INC COM 337738108 13,540 164,362 SH   SOLE   164,362 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 52,900 232,182 SH   SOLE   232,182 0 0
FORTIVE CORP COM 34959J108 23,723 281,747 SH   SOLE   281,747 0 0
FORUM MERGER II CORP CL A 34986F103 4,814 504,137 SH   SOLE   504,137 0 0
FORUM MERGER II CORP *W EXP 09/30/202 34986F111 292 504,137 SH Call SOLE   504,137 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 31,509 893,892 SH   SOLE   893,892 0 0
GLOBAL PMTS INC COM 37940X102 54,564 428,289 SH   SOLE   428,289 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 28,774 128,319 SH   SOLE   128,319 0 0
GRACE W R & CO DEL NEW COM 38388F108 91,530 1,280,859 SH   SOLE   1,280,859 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 10,466 162,328 SH   SOLE   162,328 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 19,256 190,635 SH   SOLE   190,635 0 0
HCP INC COM 40414L109 26,950 1,023,970 SH   SOLE   1,023,970 0 0
HEALTHCARE SVCS GRP INC COM 421906108 14,880 366,342 SH   SOLE   366,342 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 30,105 1,128,813 SH   SOLE   1,128,813 0 0
HENRY JACK & ASSOC INC COM 426281101 14,070 87,898 SH   SOLE   87,898 0 0
HERSHEY CO COM 427866108 10,818 106,063 SH   SOLE   106,063 0 0
HIGHWOODS PPTYS INC COM 431284108 8,176 173,010 SH   SOLE   173,010 0 0
HOST HOTELS & RESORTS INC COM 44107P104 20,405 967,084 SH   SOLE   967,084 0 0
HUNT J B TRANS SVCS INC COM 445658107 44,417 373,445 SH   SOLE   373,445 0 0
HYATT HOTELS CORP COM CL A 448579102 21,150 265,743 SH   SOLE   265,743 0 0
IAC INTERACTIVECORP COM 44919P508 20,573 94,933 SH   SOLE   94,933 0 0
IHS MARKIT LTD SHS G47567105 58,231 1,079,160 SH   SOLE   1,079,160 0 0
ILLINOIS TOOL WKS INC COM 452308109 17,741 125,719 SH   SOLE   125,719 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 16,587 119,232 SH   SOLE   119,232 0 0
INTERXION HOLDING N.V SHS N47279109 169,185 2,513,906 SH   SOLE   2,513,906 0 0
INTUIT COM 461202103 26,601 116,982 SH   SOLE   116,982 0 0
KELLOGG CO COM 487836108 5,694 81,330 SH   SOLE   81,330 0 0
KIMBERLY CLARK CORP COM 494368103 9,948 87,548 SH   SOLE   87,548 0 0
LIBERTY PPTY TR SH BEN INT 531172104 28,668 678,536 SH   SOLE   678,536 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 8,457 569,500 SH   SOLE   569,500 0 0
LKQ CORP COM 501889208 50,337 1,589,426 SH   SOLE   1,589,426 0 0
LOWES COS INC COM 548661107 15,518 135,151 SH   SOLE   135,151 0 0
MARSH & MCLENNAN COS INC COM 571748102 20,430 246,979 SH   SOLE   246,979 0 0
MASTERCARD INCORPORATED CL A 57636Q104 52,183 234,416 SH   SOLE   234,416 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 18,541 252,924 SH   SOLE   252,924 0 0
MERCADOLIBRE INC COM 58733R102 13,214 38,813 SH   SOLE   38,813 0 0
MERITAGE HOMES CORP COM 59001A102 70,152 1,758,216 SH   SOLE   1,758,216 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 29,631 1,004,784 SH   SOLE   1,004,784 0 0
MICROSOFT CORP COM 594918104 56,871 497,259 SH   SOLE   497,259 0 0
MICROSTRATEGY INC CL A NEW 594972408 21,065 149,807 SH   SOLE   149,807 0 0
MIDDLEBY CORP COM 596278101 60,011 463,943 SH   SOLE   463,943 0 0
MONDELEZ INTL INC CL A 609207105 40,774 949,125 SH   SOLE   949,125 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 36,711 629,919 SH   SOLE   629,919 0 0
MOODYS CORP COM 615369105 37,438 223,912 SH   SOLE   223,912 0 0
MSCI INC COM 55354G100 10,747 60,582 SH   SOLE   60,582 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 13,761 39,621 SH   SOLE   39,621 0 0
OLD DOMINION FGHT LINES INC COM 679580100 9,143 56,700 SH   SOLE   56,700 0 0
OUTFRONT MEDIA INC COM 69007J106 30,394 1,523,527 SH   SOLE   1,523,527 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 35,107 1,268,790 SH   SOLE   1,268,790 0 0
PAYCHEX INC COM 704326107 13,572 184,282 SH   SOLE   184,282 0 0
PAYCOM SOFTWARE INC COM 70432V102 11,553 74,339 SH   SOLE   74,339 0 0
PAYLOCITY HLDG CORP COM 70438V106 29,773 370,686 SH   SOLE   370,686 0 0
PAYPAL HLDGS INC COM 70450Y103 54,010 614,874 SH   SOLE   614,874 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 8,219 226,004 SH   SOLE   226,004 0 0
PEPSICO INC COM 713448108 9,735 87,080 SH   SOLE   87,080 0 0
PERKINELMER INC COM 714046109 40,903 420,515 SH   SOLE   420,515 0 0
POTLATCHDELTIC CORPORATION COM 737630103 7,218 176,267 SH   SOLE   176,267 0 0
PPG INDS INC COM 693506107 7,747 70,992 SH   SOLE   70,992 0 0
PRAXAIR INC COM 74005P104 10,569 65,757 SH   SOLE   65,757 0 0
PROCTER AND GAMBLE CO COM 742718109 10,603 127,397 SH   SOLE   127,397 0 0
PROLOGIS INC COM 74340W103 24,212 357,175 SH   SOLE   357,175 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 2,581 20,312 SH   SOLE   20,312 0 0
REALPAGE INC COM 75606N109 23,606 358,214 SH   SOLE   358,214 0 0
ROPER TECHNOLOGIES INC COM 776696106 8,597 29,024 SH   SOLE   29,024 0 0
S&P GLOBAL INC COM 78409V104 32,852 168,137 SH   SOLE   168,137 0 0
SALESFORCE COM INC COM 79466L302 46,336 291,370 SH   SOLE   291,370 0 0
SCHWAB CHARLES CORP NEW COM 808513105 24,327 494,960 SH   SOLE   494,960 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 9,460 123,650 SH   SOLE   123,650 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,964 80,020 SH   SOLE   80,020 0 0
SERVICENOW INC COM 81762P102 25,205 128,844 SH   SOLE   128,844 0 0
SMITH A O COM 831865209 33,745 632,292 SH   SOLE   632,292 0 0
SMUCKER J M CO COM NEW 832696405 21,859 213,031 SH   SOLE   213,031 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,319 18,298 SH   SOLE   18,298 0 0
SPIRIT MTA REIT COM SHS BEN IN 84861U105 6,526 566,498 SH   SOLE   566,498 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 33,057 4,101,485 SH   SOLE   4,101,485 0 0
SPS COMM INC COM 78463M107 8,915 89,835 SH   SOLE   89,835 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 48,669 856,407 SH   SOLE   856,407 0 0
STERIS PLC SHS USD G84720104 11,409 99,731 SH   SOLE   99,731 0 0
SUN CMNTYS INC COM 866674104 36,961 364,013 SH   SOLE   364,013 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 16,678 728,941 SH   SOLE   728,941 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 18,449 1,022,692 SH   SOLE   1,022,692 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 62,926 257,810 SH   SOLE   257,810 0 0
TOLL BROTHERS INC COM 889478103 29,025 878,753 SH   SOLE   878,753 0 0
TOTAL SYS SVCS INC COM 891906109 10,517 106,521 SH   SOLE   106,521 0 0
TRANSUNION COM 89400J107 13,060 177,504 SH   SOLE   177,504 0 0
TRIPADVISOR INC COM 896945201 8,760 171,531 SH   SOLE   171,531 0 0
TYLER TECHNOLOGIES INC COM 902252105 10,997 44,878 SH   SOLE   44,878 0 0
UDR INC COM 902653104 2,108 52,146 SH   SOLE   52,146 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 26,984 83,753 SH   SOLE   83,753 0 0
UNIFIRST CORP MASS COM 904708104 7,985 45,984 SH   SOLE   45,984 0 0
VEEVA SYS INC CL A COM 922475108 12,602 115,753 SH   SOLE   115,753 0 0
VENTAS INC COM 92276F100 4,739 87,161 SH   SOLE   87,161 0 0
VERISK ANALYTICS INC COM 92345Y106 16,179 134,217 SH   SOLE   134,217 0 0
VICI PPTYS INC COM 925652109 44,211 2,044,922 SH   SOLE   2,044,922 0 0
VISA INC COM CL A 92826C839 44,575 296,989 SH   SOLE   296,989 0 0
WASTE CONNECTIONS INC COM 94106B101 46,615 584,368 SH   SOLE   584,368 0 0
WASTE MGMT INC DEL COM 94106L109 44,996 497,965 SH   SOLE   497,965 0 0
WATERS CORP COM 941848103 12,147 62,395 SH   SOLE   62,395 0 0
WATSCO INC COM 942622200 40,205 225,744 SH   SOLE   225,744 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 6,240 209,679 SH   SOLE   209,679 0 0
WEX INC COM 96208T104 62,231 309,979 SH   SOLE   309,979 0 0
WORKDAY INC CL A 98138H101 38,112 261,079 SH   SOLE   261,079 0 0
WORLDPAY INC CL A 981558109 13,311 131,448 SH   SOLE   131,448 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 40,220 723,780 SH   SOLE   723,780 0 0
ZOETIS INC CL A 98978V103 14,628 159,766 SH   SOLE   159,766 0 0
ZUORA INC COM CL A 98983V106 8,767 379,374 SH   SOLE   379,374 0 0