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 13,546 255,497 SH   SOLE   255,497 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 6,205 104,627 SH   SOLE   104,627 0 0
AGREE REALTY CORP COM 008492100 7,552 164,637 SH   SOLE   164,637 0 0
AIR PRODS & CHEMS INC COM 009158106 7,309 51,087 SH   SOLE   51,087 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,244 60,130 SH   SOLE   60,130 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,829 58,815 SH   SOLE   58,815 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 14,747 181,793 SH   SOLE   181,793 0 0
ALPHABET INC CAP STK CL A 02079K305 17,782 19,127 SH   SOLE   19,127 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 17,526 370,520 SH   SOLE   370,520 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 31,334 1,388,294 SH   SOLE   1,388,294 0 0
AMERICAN TOWER CORP NEW COM 03027X100 95,449 721,347 SH   SOLE   721,347 0 0
AMETEK INC NEW COM 031100100 27,350 451,547 SH   SOLE   451,547 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 3,959 79,409 SH   SOLE   79,409 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,993 38,970 SH   SOLE   38,970 0 0
AVALONBAY CMNTYS INC COM 053484101 5,972 31,078 SH   SOLE   31,078 0 0
BEACON ROOFING SUPPLY INC COM 073685109 7,416 151,356 SH   SOLE   151,356 0 0
BEMIS INC COM 081437105 6,370 137,731 SH   SOLE   137,731 0 0
BLACK KNIGHT FINL SVCS INC CL A 09214X100 15,570 380,224 SH   SOLE   380,224 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 33,461 1,466,941 SH   SOLE   1,466,941 0 0
CALATLANTIC GROUP INC COM 128195104 41,889 1,184,983 SH   SOLE   1,184,983 0 0
CAMPBELL SOUP CO COM 134429109 2,606 49,965 SH   SOLE   49,965 0 0
CANADIAN PAC RY LTD COM 13645T100 7,602 47,276 SH   SOLE   47,276 0 0
CARMAX INC COM 143130102 28,602 453,561 SH   SOLE   453,561 0 0
CERNER CORP COM 156782104 6,160 92,672 SH   SOLE   92,672 0 0
CHOICE HOTELS INTL INC COM 169905106 82,101 1,277,835 SH   SOLE   1,277,835 0 0
CHURCH & DWIGHT INC COM 171340102 9,736 187,655 SH   SOLE   187,655 0 0
CLOROX CO DEL COM 189054109 5,951 44,664 SH   SOLE   44,664 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 7,117 175,006 SH   SOLE   175,006 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 35,079 528,303 SH   SOLE   528,303 0 0
COLGATE PALMOLIVE CO COM 194162103 4,781 64,491 SH   SOLE   64,491 0 0
COPART INC COM 217204106 5,789 182,096 SH   SOLE   182,096 0 0
CORELOGIC INC COM 21871D103 4,270 98,429 SH   SOLE   98,429 0 0
COSTAR GROUP INC COM 22160N109 6,960 26,403 SH   SOLE   26,403 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 38,252 381,832 SH   SOLE   381,832 0 0
CROWN HOLDINGS INC COM 228368106 10,481 175,675 SH   SOLE   175,675 0 0
CUBESMART COM 229663109 9,030 375,621 SH   SOLE   375,621 0 0
DANAHER CORP DEL COM 235851102 26,275 311,356 SH   SOLE   311,356 0 0
DCT INDUSTRIAL TRUST INC COM 233153204 3,624 67,810 SH   SOLE   67,810 0 0
DENTSPLY SIRONA INC COM 24906P109 24,590 379,238 SH   SOLE   379,238 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 4,722 431,198 SH   SOLE   431,198 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 11,858 130,155 SH   SOLE   130,155 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 38,510 356,080 SH   SOLE   356,080 0 0
EASTGROUP PPTY INC COM 277276101 4,723 56,355 SH   SOLE   56,355 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 18,296 472,166 SH   SOLE   472,166 0 0
EPR PPTYS COM SH BEN INT 26884U109 5,801 80,709 SH   SOLE   80,709 0 0
EQUIFAX INC COM 294429105 19,555 142,302 SH   SOLE   142,302 0 0
EQUINIX INC COM PAR $0.001 29444U700 58,817 137,051 SH   SOLE   137,051 0 0
ESSEX PPTY TR INC COM 297178105 13,932 54,152 SH   SOLE   54,152 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 36,499 1,885,283 SH   SOLE   1,885,283 0 0
EXTRA SPACE STORAGE INC COM 30225T102 18,627 238,807 SH   SOLE   238,807 0 0
FACTSET RESH SYS INC COM 303075105 24,356 146,564 SH   SOLE   146,564 0 0
FEDEX CORP COM 31428X106 24,264 111,644 SH   SOLE   111,644 0 0
FISERV INC COM 337738108 7,531 61,555 SH   SOLE   61,555 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 75,343 522,450 SH   SOLE   522,450 0 0
FORTIVE CORP COM 34959J108 14,229 224,605 SH   SOLE   224,605 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 6,333 168,108 SH   SOLE   168,108 0 0
GARTNER INC COM 366651107 5,235 42,388 SH   SOLE   42,388 0 0
GLOBAL PMTS INC COM 37940X102 17,970 198,963 SH   SOLE   198,963 0 0
GRACE W R & CO DEL NEW COM 38388F108 36,432 505,934 SH   SOLE   505,934 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 5,892 115,367 SH   SOLE   115,367 0 0
HENRY JACK & ASSOC INC COM 426281101 7,330 70,568 SH   SOLE   70,568 0 0
HERSHEY CO COM 427866108 3,482 32,426 SH   SOLE   32,426 0 0
HIGHWOODS PPTYS INC COM 431284108 5,908 116,509 SH   SOLE   116,509 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,423 120,016 SH   SOLE   120,016 0 0
HORMEL FOODS CORP COM 440452100 26,015 762,691 SH   SOLE   762,691 0 0
HUNT J B TRANS SVCS INC COM 445658107 15,173 166,047 SH   SOLE   166,047 0 0
HYATT HOTELS CORP COM CL A 448579102 12,708 226,076 SH   SOLE   226,076 0 0
IHS MARKIT LTD SHS G47567105 6,528 148,225 SH   SOLE   148,225 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 7,365 54,557 SH   SOLE   54,557 0 0
INTERPUBLIC GROUP COS INC COM 460690100 6,359 258,480 SH   SOLE   258,480 0 0
INTERXION HOLDING N.V SHS N47279109 115,444 2,521,710 SH   SOLE   2,521,710 0 0
INTUIT COM 461202103 5,843 43,994 SH   SOLE   43,994 0 0
KAR AUCTION SVCS INC COM 48238T109 5,605 133,555 SH   SOLE   133,555 0 0
KRAFT HEINZ CO COM 500754106 17,683 206,477 SH   SOLE   206,477 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 4,913 164,873 SH   SOLE   164,873 0 0
LIBERTY PPTY TR SH BEN INT 531172104 13,215 324,620 SH   SOLE   324,620 0 0
LIFE STORAGE INC COM 53223X107 30,695 414,231 SH   SOLE   414,231 0 0
LKQ CORP COM 501889208 41,357 1,255,154 SH   SOLE   1,255,154 0 0
LOWES COS INC COM 548661107 26,390 340,388 SH   SOLE   340,388 0 0
MASTERCARD INCORPORATED CL A 57636Q104 34,206 281,649 SH   SOLE   281,649 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,431 45,441 SH   SOLE   45,441 0 0
MERITAGE HOMES CORP COM 59001A102 27,673 655,766 SH   SOLE   655,766 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 6,230 213,443 SH   SOLE   213,443 0 0
MIDDLEBY CORP COM 596278101 40,892 336,532 SH   SOLE   336,532 0 0
MONDELEZ INTL INC CL A 609207105 59,652 1,381,145 SH   SOLE   1,381,145 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 11,862 238,763 SH   SOLE   238,763 0 0
MOODYS CORP COM 615369105 13,547 111,332 SH   SOLE   111,332 0 0
MSC INDL DIRECT INC CL A 553530106 24,252 282,127 SH   SOLE   282,127 0 0
MSCI INC COM 55354G100 6,406 62,201 SH   SOLE   62,201 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 11,016 281,728 SH   SOLE   281,728 0 0
NEWELL BRANDS INC COM 651229106 14,552 271,399 SH   SOLE   271,399 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 35,199 160,916 SH   SOLE   160,916 0 0
OLD DOMINION FGHT LINES INC COM 679580100 5,667 59,504 SH   SOLE   59,504 0 0
PARK HOTELS RESORTS INC COM 700517105 9,809 363,826 SH   SOLE   363,826 0 0
PAYCHEX INC COM 704326107 29,891 524,955 SH   SOLE   524,955 0 0
PAYLOCITY HLDG CORP COM 70438V106 19,884 440,102 SH   SOLE   440,102 0 0
PAYPAL HLDGS INC COM 70450Y103 61,977 1,154,777 SH   SOLE   1,154,777 0 0
PEPSICO INC COM 713448108 13,491 116,816 SH   SOLE   116,816 0 0
PERKINELMER INC COM 714046109 8,517 124,999 SH   SOLE   124,999 0 0
POOL CORPORATION COM 73278L105 27,862 236,981 SH   SOLE   236,981 0 0
PREMIER INC CL A 74051N102 45,265 1,257,368 SH   SOLE   1,257,368 0 0
PRICELINE GRP INC COM NEW 741503403 7,121 3,807 SH   SOLE   3,807 0 0
PROCTER AND GAMBLE CO COM 742718109 7,488 85,926 SH   SOLE   85,926 0 0
PROLOGIS INC COM 74340W103 6,417 109,426 SH   SOLE   109,426 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 9,080 68,588 SH   SOLE   68,588 0 0
PUBLIC STORAGE COM 74460D109 11,474 55,023 SH   SOLE   55,023 0 0
QTS RLTY TR INC COM CL A 74736A103 5,979 114,263 SH   SOLE   114,263 0 0
REALPAGE INC COM 75606N109 32,451 902,674 SH   SOLE   902,674 0 0
REGENCY CTRS CORP COM 758849103 14,418 230,175 SH   SOLE   230,175 0 0
RLJ LODGING TR COM 74965L101 9,536 479,912 SH   SOLE   479,912 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,643 28,692 SH   SOLE   28,692 0 0
S&P GLOBAL INC COM 78409V104 21,848 149,656 SH   SOLE   149,656 0 0
SALESFORCE COM INC COM 79466L302 4,427 51,115 SH   SOLE   51,115 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 25,756 190,929 SH   SOLE   190,929 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 9,404 391,324 SH   SOLE   391,324 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 16,071 410,088 SH   SOLE   410,088 0 0
SERVICENOW INC COM 81762P102 10,939 103,199 SH   SOLE   103,199 0 0
SMITH A O COM 831865209 6,258 111,099 SH   SOLE   111,099 0 0
SMUCKER J M CO COM NEW 832696405 12,831 108,430 SH   SOLE   108,430 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,962 32,930 SH   SOLE   32,930 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 30,487 4,114,333 SH   SOLE   4,114,333 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 23,647 615,639 SH   SOLE   615,639 0 0
STARBUCKS CORP COM 855244109 5,204 89,245 SH   SOLE   89,245 0 0
STERICYCLE INC COM 858912108 30,737 402,743 SH   SOLE   402,743 0 0
STERIS PLC SHS USD G84720104 6,745 82,759 SH   SOLE   82,759 0 0
STORE CAP CORP COM 862121100 14,629 651,613 SH   SOLE   651,613 0 0
SUN CMNTYS INC COM 866674104 15,851 180,759 SH   SOLE   180,759 0 0
SYSCO CORP COM 871829107 7,100 141,062 SH   SOLE   141,062 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 14,005 539,058 SH   SOLE   539,058 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 34,817 199,560 SH   SOLE   199,560 0 0
TRANSUNION COM 89400J107 8,490 196,037 SH   SOLE   196,037 0 0
TRIPADVISOR INC COM 896945201 22,595 591,491 SH   SOLE   591,491 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 30,900 147,102 SH   SOLE   147,102 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,524 68,031 SH   SOLE   68,031 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 10,270 197,616 SH   SOLE   197,616 0 0
VANTIV INC CL A 92210H105 6,617 104,470 SH   SOLE   104,470 0 0
VERISK ANALYTICS INC COM 92345Y106 6,211 73,617 SH   SOLE   73,617 0 0
VISA INC COM CL A 92826C839 27,910 297,609 SH   SOLE   297,609 0 0
WASTE CONNECTIONS INC COM 94106B101 35,192 546,284 SH   SOLE   546,284 0 0
WASTE MGMT INC DEL COM 94106L109 15,125 206,208 SH   SOLE   206,208 0 0
WATERS CORP COM 941848103 15,296 83,204 SH   SOLE   83,204 0 0
WATSCO INC COM 942622200 44,644 289,519 SH   SOLE   289,519 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 11,433 379,834 SH   SOLE   379,834 0 0
WEX INC COM 96208T104 5,898 56,562 SH   SOLE   56,562 0 0
WEYERHAEUSER CO COM 962166104 6,123 182,767 SH   SOLE   182,767 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 3,718 4,280 SH   SOLE   4,280 0 0
ZOETIS INC CL A 98978V103 15,998 256,458 SH   SOLE   256,458 0 0