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 LABORATORIES Common Stock 002824100 1,425 17,862 SH   SOLE   17,862 0 0
AFLAC INC Common Stock 001055102 2 54 SH   SOLE   54 0 0
ALEXANDRIA REAL ESTATE EQUITIE REIT 015271109 818 5,969 SH   SOLE   5,969 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 958 10,753 SH   SOLE   10,753 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 80 413 SH   SOLE   413 0 0
ALLY FINANCIAL INC Common Stock 02005N100 1,281 83,757 SH   SOLE   83,757 0 0
ALPHABET INC Common Stock 02079K305 19,504 16,778 SH   SOLE   16,778 0 0
ALTRIA GROUP INC Common Stock 02209S103 285 7,371 SH   SOLE   7,371 0 0
AMAZON.COM INC Common Stock 023135106 5,216 2,638 SH   SOLE   2,638 0 0
AMERICAN HOMES 4 RENT REIT 02665T306 977 42,100 SH   SOLE   42,100 0 0
AMERICAN TOWER CORP REIT 03027X100 847 3,891 SH   SOLE   3,891 0 0
AMERICOLD REALTY TRUST REIT 03064D108 535 15,721 SH   SOLE   15,721 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 159 3,600 SH   SOLE   3,600 0 0
ANTHEM INC Common Stock 036752103 26 114 SH   SOLE   114 0 0
APPLE INC Common Stock 037833100 124 476 SH   SOLE   476 0 0
AVALONBAY COMMUNITIES INC REIT 053484101 753 5,119 SH   SOLE   5,119 0 0
BANK OF AMERICA CORP Common Stock 060505104 1,866 84,079 SH   SOLE   84,079 0 0
BARRICK GOLD CORP Common Stock 067901108 1,738 92,064 SH   SOLE   92,064 0 0
BECTON DICKINSON AND CO Common Stock 075887109 590 2,567 SH   SOLE   2,567 0 0
BERKSHIRE HATHAWAY INC CL B Common Stock 084670108 25,149 91 SH   SOLE   91 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 3,145 2,303 SH   SOLE   2,303 0 0
BOSTON PROPERTIES INC REIT 101121101 808 8,756 SH   SOLE   8,756 0 0
BROADCOM INC Common Stock 11135F101 1,907 7,623 SH   SOLE   7,623 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 366 10,877 SH   SOLE   10,877 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 614 6,109 SH   SOLE   6,109 0 0
CHEMED CORP Common Stock 16359R103 2,759 6,409 SH   SOLE   6,409 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 33 50 SH   SOLE   50 0 0
CITIGROUP INC Common Stock 172967424 2,261 51,708 SH   SOLE   51,708 0 0
CME GROUP INC/IL Common Stock 12572Q105 1,726 10,154 SH   SOLE   10,154 0 0
COCA-COLA EUROPEAN PARTNERS PL Common Stock G25839104 44 1,159 SH   SOLE   1,159 0 0
CROWN CASTLE INTERNATIONAL COR REIT 22822V101 584 4,044 SH   SOLE   4,044 0 0
CYRUSONE INC REIT 23283R100 977 15,823 SH   SOLE   15,823 0 0
DELTA AIR LINES INC Common Stock 247361702 820 27,385 SH   SOLE   27,385 0 0
DIGITAL REALTY TRUST INC REIT 253868103 1,745 12,559 SH   SOLE   12,559 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 24 632 SH   SOLE   632 0 0
EBAY INC Common Stock 278642103 39 1,267 SH   SOLE   1,267 0 0
ELECTRONIC ARTS INC Common Stock 285512109 445 4,438 SH   SOLE   4,438 0 0
EQUITY RESIDENTIAL REIT 29476L107 796 12,900 SH   SOLE   12,900 0 0
ESSEX PROPERTY TRUST INC REIT 297178105 947 4,300 SH   SOLE   4,300 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 1,863 11,489 SH   SOLE   11,489 0 0
FACEBOOK INC Common Stock 30303M102 2,738 16,198 SH   SOLE   16,198 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 587 2,250 SH   SOLE   2,250 0 0
FIDELITY NATIONAL INFORMATION Common Stock 31620M106 1,854 15,141 SH   SOLE   15,141 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 19 453 SH   SOLE   453 0 0
FOX CORP Common Stock 35137L105 420 17,753 SH   SOLE   17,753 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 1,117 40,235 SH   SOLE   40,235 0 0
GENERAC HOLDINGS INC Common Stock 368736104 38 412 SH   SOLE   412 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 33 206 SH   SOLE   206 0 0
HESS CORP Common Stock 42809H107 13 385 SH   SOLE   385 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 751 5,728 SH   SOLE   5,728 0 0
HUDSON PACIFIC PROPERTIES INC REIT 444097109 1,011 39,872 SH   SOLE   39,872 0 0
ICON PLC Common Stock G4705A100 329 2,419 SH   SOLE   2,419 0 0
INGERSOLL RAND INC Common Stock 45687V106 10 386 SH   SOLE   386 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 49 598 SH   SOLE   598 0 0
INTUIT INC Common Stock 461202103 890 3,870 SH   SOLE   3,870 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 1,614 15,016 SH   SOLE   15,016 0 0
ITAU UNIBANCO HOLDING SA ADR 465562106 484 106,413 SH   SOLE   106,413 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 1,638 21,067 SH   SOLE   21,067 0 0
JOHNSON & JOHNSON Common Stock 478160104 1,056 8,056 SH   SOLE   8,056 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 2,589 30,128 SH   SOLE   30,128 0 0
KINROSS GOLD CORP Common Stock 496902404 33 7,994 SH   SOLE   7,994 0 0
LAM RESEARCH CORP Common Stock 512807108 2,097 8,355 SH   SOLE   8,355 0 0
LINCOLN NATIONAL CORP Common Stock 534187109 647 24,296 SH   SOLE   24,296 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 51 570 SH   SOLE   570 0 0
MASTERCARD INC Common Stock 57636Q104 84 337 SH   SOLE   337 0 0
MEDTRONIC PLC Common Stock G5960L103 464 5,138 SH   SOLE   5,138 0 0
MERCK & CO INC Common Stock 58933Y105 2,038 26,741 SH   SOLE   26,741 0 0
MICROSOFT CORP Common Stock 594918104 8,954 55,372 SH   SOLE   55,372 0 0
MID-AMERICA APARTMENT COMMUNIT REIT 59522J103 839 8,141 SH   SOLE   8,141 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 70 1,373 SH   SOLE   1,373 0 0
MOODY'S CORP Common Stock 615369105 1,366 6,458 SH   SOLE   6,458 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 1,099 31,499 SH   SOLE   31,499 0 0
NATIONAL STORAGE AFFILIATES TR REIT 637870106 916 30,943 SH   SOLE   30,943 0 0
NETAPP INC Common Stock 64110D104 492 12,152 SH   SOLE   12,152 0 0
NETEASE INC ADR 64110W102 463 1,443 SH   SOLE   1,443 0 0
NEXPOINT RESIDENTIAL TRUST INC REIT 65341D102 714 28,320 SH   SOLE   28,320 0 0
NICE-SYSTEMS LTD ADR 653656108 1,513 10,296 SH   SOLE   10,296 0 0
NIKE INC Common Stock 654106103 22,602 266,190 SH   SOLE   266,190 0 0
NOMAD FOODS LTD Common Stock G6564A105 2,719 147,388 SH   SOLE   147,388 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 37 428 SH   SOLE   428 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 908 12,445 SH   SOLE   12,445 0 0
PHYSICIANS REALTY TRUST REIT 71943U104 857 61,497 SH   SOLE   61,497 0 0
PLANET FITNESS INC Common Stock 72703H101 1,813 36,341 SH   SOLE   36,341 0 0
POPULAR INC Common Stock 733174700 2,113 58,246 SH   SOLE   58,246 0 0
PROLOGIS INC REIT 74340W103 1,543 19,200 SH   SOLE   19,200 0 0
RADIAN GROUP INC Common Stock 750236101 18 1,304 SH   SOLE   1,304 0 0
RAYTHEON CO Common Stock 755111507 49 358 SH   SOLE   358 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 530 106,299 SH   SOLE   106,299 0 0
REXFORD INDUSTRIAL REALTY INC REIT 76169C100 569 13,874 SH   SOLE   13,874 0 0
S&P GLOBAL INC Common Stock 78409V104 705 2,877 SH   SOLE   2,877 0 0
SCORPIO TANKERS INC Common Stock Y7542C130 1,381 69,380 SH   SOLE   69,380 0 0
SIMON PROPERTY GROUP INC REIT 828806109 1,015 18,508 SH   SOLE   18,508 0 0
SNAP-ON INC Common Stock 833034101 23 203 SH   SOLE   203 0 0
SPOTIFY TECHNOLOGY SA Common Stock L8681T102 1,942 15,718 SH   SOLE   15,718 0 0
STATE STREET CORP Common Stock 857477103 44 821 SH   SOLE   821 0 0
STORE CAPITAL CORP REIT 862121100 828 45,690 SH   SOLE   45,690 0 0
SUN COMMUNITIES INC REIT 866674104 1,293 10,355 SH   SOLE   10,355 0 0
TEXTAINER GROUP HOLDINGS LTD Common Stock G8766E109 11,538 1,444,418 SH   SOLE   1,444,418 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 1,412 5,016 SH   SOLE   5,016 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 36 438 SH   SOLE   438 0 0
TRANSUNION Common Stock 89400J107 45 659 SH   SOLE   659 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 3,092 12,332 SH   SOLE   12,332 0 0
VALERO ENERGY CORP Common Stock 91913Y100 1,600 34,011 SH   SOLE   34,011 0 0
VENTAS INC REIT 92276F100 346 12,900 SH   SOLE   12,900 0 0
VERISIGN INC Common Stock 92343E102 1,460 8,107 SH   SOLE   8,107 0 0
VISA INC Common Stock 92826C839 1,846 11,459 SH   SOLE   11,459 0 0
WAL-MART STORES INC Common Stock 931142103 17,158 149,046 SH   SOLE   149,046 0 0
WYNDHAM HOTELS & RESORTS INC Common Stock 98311A105 466 13,850 SH   SOLE   13,850 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 845 37,483 SH   SOLE   37,483 0 0