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
ABBOTT LABS COM 002824100 4,675 59,248 SH   SOLE   59,248 0 0
ACTIVISION BLIZZARD INC COM 00507V109 11,559 194,330 SH   SOLE   194,330 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,887 21,640 SH   SOLE   21,640 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,750 40,185 SH   SOLE   40,185 0 0
ADVANCED ENERGY INDS COM 007973100 2,671 55,090 SH   SOLE   55,090 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,751 104,456 SH   SOLE   104,456 0 0
AGCO CORP COM 001084102 4,224 89,390 SH   SOLE   89,390 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,724 38,039 SH   SOLE   38,039 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,426 54,178 SH   SOLE   54,178 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,019 72,086 SH   SOLE   72,086 0 0
ALPHABET INC CAP STK CL A 02079K305 3,564 3,067 SH   SOLE   3,067 0 0
ALPHABET INC CAP STK CL C 02079K107 11,615 9,989 SH   SOLE   9,989 0 0
AMAZON COM INC COM 023135106 26,136 13,405 SH   SOLE   13,405 0 0
AMC NETWORKS INC CL A 00164V103 226 9,309 SH   SOLE   9,309 0 0
AMERCO COM 023586100 2,645 9,103 SH   SOLE   9,103 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,310 271,573 SH   SOLE   271,573 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,183 172,488 SH   SOLE   172,488 0 0
AMERICAN TOWER CORP NEW PUT 03027X950 6,965 31,984 SH   SOLE   31,984 0 0
ANTHEM INC COM 036752103 3,414 15,038 SH   SOLE   15,038 0 0
APTIV PLC SHS G6095L109 1,943 39,453 SH   SOLE   39,453 0 0
ARAMARK COM 03852U106 962 48,170 SH   SOLE   48,170 0 0
ARISTA NETWORKS INC COM 040413106 3,196 15,778 SH   SOLE   15,778 0 0
ATLASSIAN CORP PLC CL A G06242104 1,863 13,570 SH   SOLE   13,570 0 0
AUTODESK INC COM 052769106 5,627 36,050 SH   SOLE   36,050 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 5,713 41,800 SH   SOLE   41,800 0 0
BAKER HUGHES COMPANY CL A 05722G100 202 19,221 SH   SOLE   19,221 0 0
BK OF AMERICA CORP COM 060505104 5,706 268,773 SH   SOLE   268,773 0 0
BECTON DICKINSON & CO COM 075887109 1,778 7,740 SH   SOLE   7,740 0 0
BERKSHIRE HATHAWAY INC DDEL CL B NEW 084670702 20,958 114,629 SH   SOLE   114,629 0 0
BOOKING HOLDINGS INC COM 09857L108 3,160 2,349 SH   SOLE   2,349 0 0
BOSTON PROPERTIES INC COM 101121101 808 8,762 SH   SOLE   8,762 0 0
BOSTON SCIENTIFIC CORP COM 101137107 5,809 178,038 SH   SOLE   178,038 0 0
BRINKS CO COM 109696104 4,836 92,905 SH   SOLE   92,905 0 0
BROADCOM INC COM 11135F101 3,458 14,584 SH   SOLE   14,584 0 0
CAVCO INDS INC DEL COM 149568107 1,189 8,201 SH   SOLE   8,201 0 0
CBRE GROUP INC CL A 12504L109 2,264 60,032 SH   SOLE   60,032 0 0
CENTENE CORP DEL COM 15135B101 5,740 96,616 SH   SOLE   96,616 0 0
CERIDIAN HCM HLDG INC COM 15677J108 2,306 46,065 SH   SOLE   46,065 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,281 14,395 SH   SOLE   14,395 0 0
CITIGROUP INC COM NEW 172967424 1,519 36,072 SH   SOLE   36,072 0 0
CLEAN HARBORS INC COM 184496107 3,148 61,307 SH   SOLE   61,307 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 405 10,785 SH   SOLE   10,785 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,691 36,393 SH   SOLE   36,393 0 0
COMCAST CORP NEW CL A 20030N101 4,771 138,762 SH   SOLE   138,762 0 0
CORTEVA INC COM 22052L104 3,524 149,944 SH   SOLE   149,944 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,394 4,888 SH   SOLE   4,888 0 0
CSX CORP COM 126408103 4,709 82,182 SH   SOLE   82,182 0 0
CUBESMART COM 229663109 3,331 124,345 SH   SOLE   124,345 0 0
CVS HEALTH CORP COM 126650100 3,173 53,487 SH   SOLE   53,487 0 0
CYRUSONE INC COM 23283R100 1,654 26,783 SH   SOLE   26,783 0 0
DANAHER CORPORATION COM 235851102 2,389 17,257 SH   SOLE   17,257 0 0
DARLING INGREDIENTS INC COM 237266101 5,782 301,640 SH   SOLE   301,640 0 0
DOLLAR GEN CORP NEW COM 256677105 1,875 12,414 SH   SOLE   12,414 0 0
DOMINION ENERGY INC COM 25746U109 4,588 63,558 SH   SOLE   63,558 0 0
DYCOM INDS INC COM 267475101 5,429 211,643 SH   SOLE   211,643 0 0
EAGLE MATLS INC COM 26969P108 2,530 43,310 SH   SOLE   43,310 0 0
EBAY INC COM 278642103 447 14,871 SH   SOLE   14,871 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,108 32,380 SH   SOLE   32,380 0 0
EMPIRE ST RLTY TR INC CL A 292104106 1,887 210,582 SH   SOLE   210,582 0 0
EQUINIX INC COM 29444U700 10,734 17,186 SH   SOLE   17,186 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 3,967 69,014 SH   SOLE   69,014 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 10,023 162,419 SH   SOLE   162,419 0 0
ESSEX PPTY TR INC COM 297178105 2,479 11,256 SH   SOLE   11,256 0 0
EXELON CORP COM 30161N101 4,189 113,799 SH   SOLE   113,799 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,832 27,455 SH   SOLE   27,455 0 0
EXTENDED STAY AMER INC COM 30224P200 3,574 488,903 SH   SOLE   488,903 0 0
FACEBOOK INC CL A 30303M102 3,061 18,350 SH   SOLE   18,350 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,583 54,118 SH   SOLE   54,118 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,159 22,298 SH   SOLE   22,298 0 0
FORTIVE CORP COM 34959J108 2,682 48,598 SH   SOLE   48,598 0 0
GARTNER INC COM 366651107 1,957 19,651 SH   SOLE   19,651 0 0
GENERAL ELECTRIC CO COM 369604103 4,272 538,058 SH   SOLE   538,058 0 0
GEO GROUP INC NEW COM 36162J106 2,609 214,538 SH   SOLE   214,538 0 0
HANESBRANDS INC COM 410345102 276 35,101 SH   SOLE   35,101 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 6,538 170,004 SH   SOLE   170,004 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 8,954 375,449 SH   SOLE   375,449 0 0
HESS CORP COM 42809H107 2,218 66,618 SH   SOLE   66,618 0 0
HUNTINGTON BANCSHARES INC COM 446150104 3,753 457,083 SH   SOLE   457,083 0 0
ICICI BANK LIMITED ADR 45104G104 2,170 255,340 SH   SOLE   255,340 0 0
IHS MARKIT LTD SHS G47567105 13,353 222,547 SH   SOLE   222,547 0 0
ILLUMINA INC COM 452327109 8,153 29,850 SH   SOLE   29,850 0 0
INFOSYS LTD SPONSORED ADR 456788108 4,745 577,946 SH   SOLE   577,946 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100 1,846 114,011 SH   SOLE   114,011 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,013 8,103 SH   SOLE   8,103 0 0
INVITATION HOMES INC COM 46187W107 7,152 334,673 SH   SOLE   334,673 0 0
IQVIA HLDGS INC COM 46266C105 5,142 47,670 SH   SOLE   47,670 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 5,147 51,900 SH   SOLE   51,900 0 0
JACOBS ENGR GROUP INC COM 469814107 3,426 43,222 SH   SOLE   43,222 0 0
JBG SMITH PPTYS COM 46590V100 755 23,721 SH   SOLE   23,721 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,193 87,270 SH   SOLE   87,270 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,231 25,404 SH   SOLE   25,404 0 0
KILROY RLTY CORP COM 49427F108 3,423 53,733 SH   SOLE   53,733 0 0
KOPPERS HOLDINGS INC COM 50060P106 2,508 202,763 SH   SOLE   202,763 0 0
KRATOS DEFENSE AND SEC SOLUTIO COM NEW 50077B207 2,937 212,220 SH   SOLE   212,220 0 0
KROGER CO COM 501044101 7,643 253,754 SH   SOLE   253,754 0 0
L3 HARRIS TECHNOLOGIES INC COM 502431109 5,544 30,778 SH   SOLE   30,778 0 0
LAM RESEARCH CORP COM 512807108 2,024 8,432 SH   SOLE   8,432 0 0
LAZARD LTD SHS A G54050102 5,012 212,731 SH   SOLE   212,731 0 0
LENNAR CORP CL A 526057104 3,204 83,886 SH   SOLE   83,886 0 0
LENNAR CORP CL B 526057302 40 1,400 SH   SOLE   1,400 0 0
LINDE PLC SHS G5494J103 3,964 22,915 SH   SOLE   22,915 0 0
LIVE NATION ENTERTAINMENT IN COM 538034AQ2 2,417 53,176 SH   SOLE   53,176 0 0
LOCKHEED MARTIN CORP COM 539830109 5,793 17,090 SH   SOLE   17,090 0 0
LOWES COS INC COM 548661107 8,607 100,027 SH   SOLE   100,027 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,797 24,000 SH   SOLE   24,000 0 0
MEDTRONIC PLC SHS G59290109 4,024 44,622 SH   SOLE   44,622 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 3,345 269,780 SH   SOLE   269,780 0 0
MERCADOLIBRE INC COM 58733R102 3,947 8,078 SH   SOLE   8,078 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 1,687 71,268 SH   SOLE   71,268 0 0
MICRON TECHNOLOGY COM 595112103 6,001 142,680 SH   SOLE   142,680 0 0
MICROSOFT CORP COM 594918104 32,273 204,638 SH   SOLE   204,638 0 0
NASDAQ INC COM 631103108 8,898 93,716 SH   SOLE   93,716 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 3,425 31,641 SH   SOLE   31,641 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 5,516 587,405 SH   SOLE   587,405 0 0
NEXTERA ENERGY INC COM 65339F101 3,914 16,265 SH   SOLE   16,265 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 2,465 196,533 SH   SOLE   196,533 0 0
NIKE INC CL B 654106103 5,461 66,003 SH   SOLE   66,003 0 0
NORTHERN TR CORP COM 665859104 3,298 43,700 SH   SOLE   43,700 0 0
NVIDIA CORP COM 67066G104 8,385 31,810 SH   SOLE   31,810 0 0
ORACLE CORP COM 68389X105 6,870 142,147 SH   SOLE   142,147 0 0
OVINTIV INC COM 69047Q102 373 138,153 SH   SOLE   138,153 0 0
PACCAR INC COM 693718108 4,362 71,363 SH   SOLE   71,363 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,365 70,599 SH   SOLE   70,599 0 0
PAYPAL HLDGS INC COM 70450Y103 6,641 69,365 SH   SOLE   69,365 0 0
PHILLIPS 66 COM 718546104 2,314 43,123 SH   SOLE   43,123 0 0
PROLOGIS INC. COM 74340W103 15,918 198,055 SH   SOLE   198,055 0 0
QUALCOMM INC COM 747525103 1,611 23,817 SH   SOLE   23,817 0 0
QURATE RETAIL INC COM SER A 74915M100 171 27,939 SH   SOLE   27,939 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,196 6,546 SH   SOLE   6,546 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 548 61,054 SH   SOLE   61,054 0 0
SALESFORCE COM INC COM 79466L302 4,923 34,192 SH   SOLE   34,192 0 0
SAP SE SPON ADR 803054204 4,798 43,425 SH   SOLE   43,425 0 0
SCHLUMBERGER LTD COM 806857108 557 41,290 SH   SOLE   41,290 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 3,126 30,528 SH   SOLE   30,528 0 0
SEASWORLD ENTMT INC COM 81282V100 1,179 107,010 SH   SOLE   107,010 0 0
SIMON PPTY GROUP INC EW COM 828806109 1,018 18,559 SH   SOLE   18,559 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,310 54,724 SH   SOLE   54,724 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,139 9,383 SH   SOLE   9,383 0 0
STARBUCKS CORP COM 855244109 1,038 15,791 SH   SOLE   15,791 0 0
STORE CAPITAL CORP COM 862121100 1,398 77,145 SH   SOLE   77,145 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,164 72,321 SH   SOLE   72,321 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,491 114,891 SH   SOLE   114,891 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 3,557 102,633 SH   SOLE   102,633 0 0
TERRENO REALTY CORP COM 88146M101 3,526 68,139 SH   SOLE   68,139 0 0
TIMKEN CO COM 887389104 4,807 148,639 SH   SOLE   148,639 0 0
WESTERN UN CO COM 959802109 2,865 158,021 SH   SOLE   158,021 0 0
TJX COS INC NEW COM 872540109 4,027 84,222 SH   SOLE   84,222 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,008 24,093 SH   SOLE   24,093 0 0
URBAN EDGE PPTYS COM 91704F104 1,811 205,569 SH   SOLE   205,569 0 0
US BANCORP DEL COM NEW 902973304 1,308 37,982 SH   SOLE   37,982 0 0
VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 627 24,475 SH   SOLE   24,475 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1,205 28,080 SH   SOLE   28,080 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3,066 74,750 SH   SOLE   74,750 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,644 49,000 SH   SOLE   49,000 0 0
VEEVA SYSINC CL A COM 922475108 5,277 33,744 SH   SOLE   33,744 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 8,783 36,910 SH   SOLE   36,910 0 0
VISA INC COM CL A 92826C839 7,318 45,418 SH   SOLE   45,418 0 0
WABTEC COM 929740108 2,902 60,288 SH   SOLE   60,288 0 0
WELLS FARGO CO NEW COM 949746101 2,811 97,932 SH   SOLE   97,932 0 0
YUM BRANDS INC COM 988498101 4,378 63,888 SH   SOLE   63,888 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 5,788 39,608 SH   SOLE   39,608 0 0