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
ACCO BRANDS CORP COM 00081T108 2,230 328,945 SH   OTR 0 0 328,945
AECOM COM 00766T100 3,531 133,257 SH   OTR 0 0 133,257
AGREE REALTY CORP COM 008492100 2,416 40,874 SH   OTR 0 0 40,874
ALLY FINL INC COM 02005N100 757 33,414 SH   OTR 0 0 33,414
ALTAIR ENGR INC COM CL A 021369103 441 16,000 SH   OTR 0 0 16,000
ALTRA INDL MOTION CORP COM 02208R106 2,073 82,429 SH   OTR 0 0 82,429
AMERICAN CAMPUS CMNTYS INC COM 024835100 2,597 62,744 SH   OTR 0 0 62,744
AMERICAN HOMES 4 RENT CL A 02665T306 8,921 449,400 SH   OTR 0 0 449,400
APARTMENT INVT & MGMT CO CL A 03748R101 3,221 73,391 SH   OTR 0 0 73,391
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 4,897 343,402 SH   OTR 0 0 343,402
AUTONATION INC COM 05329W102 3,642 102,020 SH   OTR 0 0 102,020
AVALONBAY CMNTYS INC COM 053484101 4,004 23,007 SH   OTR 0 0 23,007
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 1,043 81,017 SH   OTR 0 0 81,017
BROWN & BROWN INC COM 115236101 1,499 54,396 SH   OTR 0 0 54,396
CAMDEN PPTY TR SH BEN INT 133131102 1,924 21,851 SH   OTR 0 0 21,851
CARPENTER TECHNOLOGY CORP COM 144285103 2,665 74,849 SH   OTR 0 0 74,849
CBOE GLOBAL MARKETS INC COM 12503M108 1,113 11,372 SH   OTR 0 0 11,372
CITIZENS FINL GROUP INC COM 174610105 972 32,684 SH   OTR 0 0 32,684
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 1,153 54,831 SH   OTR 0 0 54,831
CUBESMART COM 229663109 2,456 85,597 SH   OTR 0 0 85,597
DAVE & BUSTERS ENTMT INC COM 238337109 1,022 22,930 SH   OTR 0 0 22,930
DENALI THERAPEUTICS INC COM 24823R105 402,095 19,462,500 SH   SOLE 19,462,500 0 0
DUKE REALTY CORP COM NEW 264411505 3,690 142,457 SH   OTR 0 0 142,457
E TRADE FINANCIAL CORP COM NEW 269246401 1,028 23,424 SH   OTR 0 0 23,424
EMCOR GROUP INC COM 29084Q100 3,419 57,287 SH   OTR 0 0 57,287
EMPIRE ST RLTY TR INC CL A 292104106 4,311 302,965 SH   OTR 0 0 302,965
ENPRO INDS INC COM 29355X107 2,388 39,735 SH   OTR 0 0 39,735
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 3,617 30,640 SH   OTR 0 0 30,640
FEDERATED INVS INC PA CL B 314211103 1,824 68,701 SH   OTR 0 0 68,701
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 3,548 122,922 SH   OTR 0 0 122,922
GAMESTOP CORP NEW CL A 36467W109 1,755 139,089 SH   OTR 0 0 139,089
GRACE W R & CO DEL NEW COM 38388F108 3,931 60,556 SH   OTR 0 0 60,556
GRAPHIC PACKAGING HLDG CO COM 388689101 4,148 389,871 SH   OTR 0 0 389,871
GUIDEWIRE SOFTWARE INC COM 40171V100 934 11,642 SH   OTR 0 0 11,642
HARTFORD FINL SVCS GROUP INC COM 416515104 1,043 23,468 SH   OTR 0 0 23,468
HCP INC COM 40414L109 3,693 132,209 SH   OTR 0 0 132,209
HEALTHCARE RLTY TR COM 421946104 2,836 99,709 SH   OTR 0 0 99,709
HEALTHCARE TR AMER INC CL A NEW 42225P501 3,775 149,158 SH   OTR 0 0 149,158
HIGHWOODS PPTYS INC COM 431284108 2,662 68,791 SH   OTR 0 0 68,791
HOST HOTELS & RESORTS INC COM 44107P104 5,860 351,501 SH   OTR 0 0 351,501
HUDSON PAC PPTYS INC COM 444097109 6,896 237,297 SH   OTR 0 0 237,297
II VI INC COM 902104108 427 13,141 SH   OTR 0 0 13,141
INGREDION INC COM 457187102 2,483 27,169 SH   OTR 0 0 27,169
INPHI CORP COM 45772F107 1,222 38,000 SH   OTR 0 0 38,000
KBR INC COM 48242W106 3,354 220,969 SH   OTR 0 0 220,969
KEYCORP NEW COM 493267108 938 63,467 SH   OTR 0 0 63,467
KILROY RLTY CORP COM 49427F108 12,182 193,739 SH   OTR 0 0 193,739
KLA-TENCOR CORP COM 482480100 2,113 23,608 SH   OTR 0 0 23,608
LIBERTY PPTY TR SH BEN INT 531172104 7,560 180,517 SH   OTR 0 0 180,517
M & T BK CORP COM 55261F104 2,541 17,753 SH   OTR 0 0 17,753
MASCO CORP COM 574599106 2,946 100,736 SH   OTR 0 0 100,736
MAXAR TECHNOLOGIES LTD COM 57778L103 1,998 167,058 SH   OTR 0 0 167,058
MERITOR INC COM 59001K100 3,376 199,648 SH   OTR 0 0 199,648
METLIFE INC COM 59156R108 2,537 61,781 SH   OTR 0 0 61,781
MICROSOFT CORP COM 594918104 1,072 10,553 SH   OTR 0 0 10,553
MOLSON COORS BREWING CO CL B 60871R209 2,390 42,555 SH   OTR 0 0 42,555
MORGAN STANLEY COM NEW 617446448 1,694 42,717 SH   OTR 0 0 42,717
NEW RELIC INC COM 64829B100 1,086 13,412 SH   OTR 0 0 13,412
NN INC COM 629337106 513 76,462 SH   OTR 0 0 76,462
PARAMOUNT GROUP INC COM 69924R108 7,904 629,294 SH   OTR 0 0 629,294
PQ GROUP HLDGS INC COM 73943T103 1,004 67,788 SH   OTR 0 0 67,788
PS BUSINESS PKS INC CALIF COM 69360J107 1,750 13,362 SH   OTR 0 0 13,362
PUBLIC STORAGE COM 74460D109 3,594 17,754 SH   OTR 0 0 17,754
QUANTA SVCS INC COM 74762E102 1,582 52,549 SH   OTR 0 0 52,549
REALTY INCOME CORP COM 756109104 6,588 104,500 SH   OTR 0 0 104,500
REINSURANCE GROUP AMER INC COM NEW 759351604 4,099 29,230 SH   OTR 0 0 29,230
RETAIL OPPORTUNITY INVTS COR COM 76131N101 7,808 491,700 SH   OTR 0 0 491,700
RETAIL PPTYS AMER INC CL A 76131V202 3,428 315,985 SH   OTR 0 0 315,985
SALESFORCE COM INC COM 79466L302 2,211 16,139 SH   OTR 0 0 16,139
SCHWAB CHARLES CORP NEW COM 808513105 1,179 28,388 SH   OTR 0 0 28,388
SEALED AIR CORP NEW COM 81211K100 1,774 50,913 SH   OTR 0 0 50,913
SOUTHWEST AIRLS CO COM 844741108 3,366 72,422 SH   OTR 0 0 72,422
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,745 10,983 SH   OTR 0 0 10,983
STAG INDL INC COM 85254J102 3,467 139,340 SH   OTR 0 0 139,340
STORE CAP CORP COM 862121100 5,367 189,589 SH   OTR 0 0 189,589
SUNCOKE ENERGY INC COM 86722A103 1,816 212,405 SH   OTR 0 0 212,405
SUNSTONE HOTEL INVS INC NEW COM 867892101 2,251 173,057 SH   OTR 0 0 173,057
SVB FINL GROUP COM 78486Q101 2,333 12,284 SH   OTR 0 0 12,284
SYNCHRONY FINL COM 87165B103 4,948 210,909 SH   OTR 0 0 210,909
SYNOVUS FINL CORP COM NEW 87161C501 2,112 66,011 SH   OTR 0 0 66,011
TALEND S A ADS 874224207 1,361 36,700 SH   OTR 0 0 36,700
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 818 61,897 SH   OTR 0 0 61,897
TERADATA CORP DEL COM 88076W103 2,505 65,300 SH   OTR 0 0 65,300
TRAVELERS COMPANIES INC COM 89417E109 6,816 56,918 SH   OTR 0 0 56,918
UNIFIRST CORP MASS COM 904708104 2,652 18,533 SH   OTR 0 0 18,533
VALVOLINE INC COM 92047W101 1,533 79,245 SH   OTR 0 0 79,245
VARONIS SYS INC COM 922280102 899 17,000 SH   OTR 0 0 17,000
VENTAS INC COM 92276F100 2,037 34,764 SH   OTR 0 0 34,764
WORLDPAY INC CL A 981558109 2,375 31,071 SH   OTR 0 0 31,071
WORTHINGTON INDS INC COM 981811102 942 27,051 SH   OTR 0 0 27,051
ZIONS BANCORPORATION N A COM 989701107 1,563 38,358 SH   OTR 0 0 38,358