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
AFFILIATED MANAGERS GROUP COM 008252108 17,777 81,321 SH   SOLE   81,321 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 19,021 493,016 SH   SOLE   493,016 0 0
AIR PRODS & CHEMS INC COM 009158106 24,323 177,763 SH   SOLE   177,763 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,354 26,919 SH   SOLE   26,919 0 0
ALLEGHANY CORP DEL COM 017175100 12,351 26,349 SH   SOLE   26,349 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 38,597 641,784 SH   SOLE   641,784 0 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 3,507 81,133 SH   SOLE   81,133 0 0
AMERICAN TOWER CORP NEW COM 03027X100 42,232 452,695 SH   SOLE   452,695 0 0
AMETEK INC NEW COM 031100100 40,780 744,427 SH   SOLE   744,427 0 0
AON PLC SHS CL A G0408V102 6,821 68,426 SH   SOLE   68,426 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 14,981 312,763 SH   SOLE   312,763 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 14,743 183,753 SH   SOLE   183,753 0 0
AUTONATION INC COM 05329W102 13,176 209,206 SH   SOLE   209,206 0 0
AUTOZONE INC COM 053332102 10,218 15,321 SH   SOLE   15,321 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 18,506 346,756 SH   SOLE   346,756 0 0
BEACON ROOFING SUPPLY INC COM 073685109 23,802 716,491 SH   SOLE   716,491 0 0
BEMIS INC COM 081437105 9,928 220,583 SH   SOLE   220,583 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,202 45,567 SH   SOLE   45,567 0 0
BLACKROCK INC COM 09247X101 17,235 49,816 SH   SOLE   49,816 0 0
BLOCK H & R INC COM 093671105 6,485 218,725 SH   SOLE   218,725 0 0
BROWN & BROWN INC COM 115236101 4,956 150,822 SH   SOLE   150,822 0 0
CANADIAN NATL RY CO COM 136375102 13,382 231,869 SH   SOLE   231,869 0 0
CANADIAN PAC RY LTD COM 13645T100 12,425 77,614 SH   SOLE   77,614 0 0
CARMAX INC COM 143130102 12,900 194,842 SH   SOLE   194,842 0 0
CBRE GROUP INC CL A 12504L109 4,722 127,630 SH   SOLE   127,630 0 0
CHOICE HOTELS INTL INC COM 169905106 10,807 199,209 SH   SOLE   199,209 0 0
CITIGROUP INC COM NEW 172967424 6,672 120,777 SH   SOLE   120,777 0 0
CLARCOR INC COM 179895107 37,589 603,938 SH   SOLE   603,938 0 0
COHEN & STEERS INC COM 19247A100 6,857 201,200 SH   SOLE   201,200 0 0
COPART INC COM 217204106 3,967 111,810 SH   SOLE   111,810 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 6,149 261,210 SH   SOLE   261,210 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 26,650 331,875 SH   SOLE   331,875 0 0
CROWN HOLDINGS INC COM 228368106 6,495 122,755 SH   SOLE   122,755 0 0
DANAHER CORP DEL COM 235851102 13,180 153,987 SH   SOLE   153,987 0 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 5,894 187,480 SH   SOLE   187,480 0 0
DEALERTRACK TECHNOLOGIES INC COM 242309102 18,933 301,522 SH   SOLE   301,522 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 6,005 468,743 SH   SOLE   468,743 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 6,614 90,726 SH   SOLE   90,726 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 28,038 229,817 SH   SOLE   229,817 0 0
ECOLAB INC COM 278865100 50,463 446,303 SH   SOLE   446,303 0 0
EQUINIX INC COM PAR $0.001 29444U700 59,293 233,437 SH   SOLE   233,437 0 0
ESSENDANT INC COM 296689102 13,718 349,511 SH   SOLE   349,511 0 0
EVEREST RE GROUP LTD COM G3223R108 10,208 56,085 SH   SOLE   56,085 0 0
EXPEDITORS INTL WASH INC COM 302130109 18,034 391,146 SH   SOLE   391,146 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 7,265 387,061 SH   SOLE   387,061 0 0
FASTENAL CO COM 311900104 11,111 263,418 SH   SOLE   263,418 0 0
FEDEX CORP COM 31428X106 6,582 38,626 SH   SOLE   38,626 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,441 104,227 SH   SOLE   104,227 0 0
FISERV INC COM 337738108 37,303 450,358 SH   SOLE   450,358 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 37,355 239,362 SH   SOLE   239,362 0 0
FULLER H B CO COM 359694106 10,857 267,280 SH   SOLE   267,280 0 0
G & K SVCS INC CL A 361268105 8,738 126,384 SH   SOLE   126,384 0 0
GILDAN ACTIVEWEAR INC COM 375916103 40,523 1,219,103 SH   SOLE   1,219,103 0 0
GLOBAL PMTS INC COM 37940X102 13,933 134,681 SH   SOLE   134,681 0 0
GRACE W R & CO DEL NEW COM 38388F108 16,146 160,976 SH   SOLE   160,976 0 0
GRAMERCY PPTY TR INC COM NEW 38489R605 5,761 246,496 SH   SOLE   246,496 0 0
HCP INC COM 40414L109 6,112 167,587 SH   SOLE   167,587 0 0
HEALTHCARE RLTY TR COM 421946104 10,200 438,527 SH   SOLE   438,527 0 0
HEARTLAND PMT SYS INC COM 42235N108 42,675 789,551 SH   SOLE   789,551 0 0
HERSHEY CO COM 427866108 31,029 349,309 SH   SOLE   349,309 0 0
HOME DEPOT INC COM 437076102 6,306 56,748 SH   SOLE   56,748 0 0
HONEYWELL INTL INC COM 438516106 14,870 145,827 SH   SOLE   145,827 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 14,294 495,962 SH   SOLE   495,962 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,483 78,969 SH   SOLE   78,969 0 0
IDEXX LABS INC COM 45168D104 5,662 88,268 SH   SOLE   88,268 0 0
INGERSOLL-RAND PLC SHS G47791101 13,104 194,369 SH   SOLE   194,369 0 0
INTERPUBLIC GROUP COS INC COM 460690100 6,432 333,804 SH   SOLE   333,804 0 0
INTERXION HOLDING N.V SHS N47279109 48,018 1,736,651 SH   SOLE   1,736,651 0 0
INVESCO LTD SHS G491BT108 28,362 756,521 SH   SOLE   756,521 0 0
JONES LANG LASALLE INC COM 48020Q107 6,104 35,695 SH   SOLE   35,695 0 0
KAR AUCTION SVCS INC COM 48238T109 6,796 181,700 SH   SOLE   181,700 0 0
KB HOME COM 48666K109 12,282 739,909 SH   SOLE   739,909 0 0
KNIGHT TRANSN INC COM 499064103 17,698 661,845 SH   SOLE   661,845 0 0
LA QUINTA HLDGS INC COM 50420D108 3,187 139,494 SH   SOLE   139,494 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 14,819 257,805 SH   SOLE   257,805 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 6,179 174,256 SH   SOLE   174,256 0 0
LEGG MASON INC COM 524901105 12,482 242,234 SH   SOLE   242,234 0 0
LENNOX INTL INC COM 526107107 6,335 58,827 SH   SOLE   58,827 0 0
LEXINGTON REALTY TRUST COM 529043101 3,319 391,351 SH   SOLE   391,351 0 0
LIBERTY PPTY TR SH BEN INT 531172104 6,340 196,780 SH   SOLE   196,780 0 0
LKQ CORP COM 501889208 18,716 618,827 SH   SOLE   618,827 0 0
LOWES COS INC COM 548661107 33,971 507,264 SH   SOLE   507,264 0 0
M D C HLDGS INC COM 552676108 11,112 370,765 SH   SOLE   370,765 0 0
MARKIT LTD SHS G58249106 21,441 838,536 SH   SOLE   838,536 0 0
MARRIOTT INTL INC NEW CL A 571903202 6,581 88,469 SH   SOLE   88,469 0 0
MCGRAW HILL FINL INC COM 580645109 27,489 273,655 SH   SOLE   273,655 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 16,131 178,791 SH   SOLE   178,791 0 0
MEDNAX INC COM 58502B106 16,034 216,350 SH   SOLE   216,350 0 0
MERITAGE HOMES CORP COM 59001A102 25,166 534,423 SH   SOLE   534,423 0 0
MID-AMER APT CMNTYS INC COM 59522J103 16,934 232,577 SH   SOLE   232,577 0 0
MIDDLEBY CORP COM 596278101 8,909 79,381 SH   SOLE   79,381 0 0
MSC INDL DIRECT INC CL A 553530106 4,691 67,239 SH   SOLE   67,239 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 19,778 564,912 SH   SOLE   564,912 0 0
NORFOLK SOUTHERN CORP COM 655844108 12,397 141,911 SH   SOLE   141,911 0 0
OLD DOMINION FGHT LINES INC COM 679580100 25,029 364,832 SH   SOLE   364,832 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 1,262 36,755 SH   SOLE   36,755 0 0
PARTNERRE LTD COM G6852T105 6,546 50,942 SH   SOLE   50,942 0 0
PAYCHEX INC COM 704326107 28,935 617,209 SH   SOLE   617,209 0 0
PEPSICO INC COM 713448108 6,699 71,765 SH   SOLE   71,765 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 13,683 777,881 SH   SOLE   777,881 0 0
POOL CORPORATION COM 73278L105 11,838 168,687 SH   SOLE   168,687 0 0
PPG INDS INC COM 693506107 6,364 55,476 SH   SOLE   55,476 0 0
PRAXAIR INC COM 74005P104 6,719 56,199 SH   SOLE   56,199 0 0
PROCTER & GAMBLE CO COM 742718109 6,083 77,751 SH   SOLE   77,751 0 0
PROGRESSIVE WASTE SOLUTIONS COM 74339G101 10,942 408,092 SH   SOLE   408,092 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 5,515 54,332 SH   SOLE   54,332 0 0
RETAIL PPTYS AMER INC CL A 76131V202 7,549 541,952 SH   SOLE   541,952 0 0
RLJ LODGING TR COM 74965L101 7,702 258,625 SH   SOLE   258,625 0 0
RYLAND GROUP INC COM 783764103 20,921 451,179 SH   SOLE   451,179 0 0
SABRE CORP COM 78573M104 46,637 1,959,521 SH   SOLE   1,959,521 0 0
SBA COMMUNICATIONS CORP COM 78388J106 38,764 337,162 SH   SOLE   337,162 0 0
SCHEIN HENRY INC COM 806407102 6,648 46,779 SH   SOLE   46,779 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 18,625 902,390 SH   SOLE   902,390 0 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 11,653 663,967 SH   SOLE   663,967 0 0
SIMON PPTY GROUP INC NEW COM 828806109 6,182 35,729 SH   SOLE   35,729 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 16,933 377,551 SH   SOLE   377,551 0 0
SMUCKER J M CO COM NEW 832696405 11,295 104,187 SH   SOLE   104,187 0 0
SOLERA HOLDINGS INC COM 83421A104 24,277 544,946 SH   SOLE   544,946 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 37,256 3,852,788 SH   SOLE   3,852,788 0 0
STERICYCLE INC COM 858912108 34,844 260,206 SH   SOLE   260,206 0 0
STERIS CORP COM 859152100 6,632 102,914 SH   SOLE   102,914 0 0
STORE CAP CORP COM 862121100 5,556 276,404 SH   SOLE   276,404 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 11,342 755,608 SH   SOLE   755,608 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 5,060 159,633 SH   SOLE   159,633 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 36,460 280,977 SH   SOLE   280,977 0 0
TRAVELERS COMPANIES INC COM 89417E109 22,966 237,593 SH   SOLE   237,593 0 0
TYCO INTL PLC SHS G91442106 11,687 303,720 SH   SOLE   303,720 0 0
UNIFIRST CORP MASS COM 904708104 8,070 72,153 SH   SOLE   72,153 0 0
UNION PAC CORP COM 907818108 16,499 173,005 SH   SOLE   173,005 0 0
UNITED NAT FOODS INC COM 911163103 36,306 570,130 SH   SOLE   570,130 0 0
US BANCORP DEL COM NEW 902973304 6,710 154,609 SH   SOLE   154,609 0 0
V F CORP COM 918204108 6,615 94,846 SH   SOLE   94,846 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 11,026 250,657 SH   SOLE   250,657 0 0
VALSPAR CORP COM 920355104 8,838 108,016 SH   SOLE   108,016 0 0
VANTIV INC CL A 92210H105 6,428 168,321 SH   SOLE   168,321 0 0
VENTAS INC COM 92276F100 17,469 281,354 SH   SOLE   281,354 0 0
VERISK ANALYTICS INC COM 92345Y106 25,285 347,509 SH   SOLE   347,509 0 0
VISA INC COM CL A 92826C839 36,808 548,145 SH   SOLE   548,145 0 0
WASTE MGMT INC DEL COM 94106L109 6,342 136,830 SH   SOLE   136,830 0 0
WATERS CORP COM 941848103 18,453 143,735 SH   SOLE   143,735 0 0
WATSCO INC COM 942622200 33,644 271,895 SH   SOLE   271,895 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 5,854 179,075 SH   SOLE   179,075 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 327 500 SH   SOLE   500 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 6,321 77,165 SH   SOLE   77,165 0 0