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 12,480 59,248 SH   SOLE   59,248 0 0
ACTIVISION BLIZZARD INC COM 00507V109 30,856 194,330 SH   SOLE   194,330 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 18,384 21,640 SH   SOLE   21,640 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 10,011 40,185 SH   SOLE   40,185 0 0
ADVANCED ENERGY INDS COM 007973100 7,131 55,090 SH   SOLE   55,090 0 0
ADVANCED MICRO DEVICES INC COM 007903107 12,682 104,456 SH   SOLE   104,456 0 0
AGCO CORP COM 001084102 11,275 89,390 SH   SOLE   89,390 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,273 38,039 SH   SOLE   38,039 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 19,823 54,178 SH   SOLE   54,178 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 37,424 72,086 SH   SOLE   72,086 0 0
ALPHABET INC CAP STK CL A 02079K305 9,513 3,067 SH   SOLE   3,067 0 0
ALPHABET INC CAP STK CL C 02079K107 31,007 9,989 SH   SOLE   9,989 0 0
AMAZON COM INC COM 023135106 69,769 13,405 SH   SOLE   13,405 0 0
AMC NETWORKS INC CL A 00164V103 604 9,309 SH   SOLE   9,309 0 0
AMERCO COM 023586100 7,060 9,103 SH   SOLE   9,103 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 8,837 271,573 SH   SOLE   271,573 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 11,166 172,488 SH   SOLE   172,488 0 0
AMERICAN TOWER CORP NEW PUT 03027X950 18,592 31,984 SH   SOLE   31,984 0 0
ANTHEM INC COM 036752103 9,114 15,038 SH   SOLE   15,038 0 0
APTIV PLC SHS G6095L109 5,186 39,453 SH   SOLE   39,453 0 0
ARAMARK COM 03852U106 2,568 48,170 SH   SOLE   48,170 0 0
ARISTA NETWORKS INC COM 040413106 8,531 15,778 SH   SOLE   15,778 0 0
ATLASSIAN CORP PLC CL A G06242104 4,972 13,570 SH   SOLE   13,570 0 0
AUTODESK INC COM 052769106 15,022 36,050 SH   SOLE   36,050 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 15,251 41,800 SH   SOLE   41,800 0 0
BAKER HUGHES COMPANY CL A 05722G100 539 19,221 SH   SOLE   19,221 0 0
BK OF AMERICA CORP COM 060505104 15,232 268,773 SH   SOLE   268,773 0 0
BECTON DICKINSON & CO COM 075887109 4,747 7,740 SH   SOLE   7,740 0 0
BERKSHIRE HATHAWAY INC DDEL CL B NEW 084670702 55,946 114,629 SH   SOLE   114,629 0 0
BOOKING HOLDINGS INC COM 09857L108 8,436 2,349 SH   SOLE   2,349 0 0
BOSTON PROPERTIES INC COM 101121101 2,157 8,762 SH   SOLE   8,762 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,508 178,038 SH   SOLE   178,038 0 0
BRINKS CO COM 109696104 12,909 92,905 SH   SOLE   92,905 0 0
BROADCOM INC COM 11135F101 9,231 14,584 SH   SOLE   14,584 0 0
CAVCO INDS INC DEL COM 149568107 3,173 8,201 SH   SOLE   8,201 0 0
CBRE GROUP INC CL A 12504L109 6,043 60,032 SH   SOLE   60,032 0 0
CENTENE CORP DEL COM 15135B101 15,323 96,616 SH   SOLE   96,616 0 0
CERIDIAN HCM HLDG INC COM 15677J108 6,157 46,065 SH   SOLE   46,065 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 16,766 14,395 SH   SOLE   14,395 0 0
CITIGROUP INC COM NEW 172967424 4,056 36,072 SH   SOLE   36,072 0 0
CLEAN HARBORS INC COM 184496107 8,402 61,307 SH   SOLE   61,307 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 1,081 10,785 SH   SOLE   10,785 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,515 36,393 SH   SOLE   36,393 0 0
COMCAST CORP NEW CL A 20030N101 12,735 138,762 SH   SOLE   138,762 0 0
CORTEVA INC COM 22052L104 9,406 149,944 SH   SOLE   149,944 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,720 4,888 SH   SOLE   4,888 0 0
CSX CORP COM 126408103 12,571 82,182 SH   SOLE   82,182 0 0
CUBESMART COM 229663109 8,893 124,345 SH   SOLE   124,345 0 0
CVS HEALTH CORP COM 126650100 8,471 53,487 SH   SOLE   53,487 0 0
CYRUSONE INC COM 23283R100 4,415 26,783 SH   SOLE   26,783 0 0
DANAHER CORPORATION COM 235851102 6,376 17,257 SH   SOLE   17,257 0 0
DARLING INGREDIENTS INC COM 237266101 15,436 301,640 SH   SOLE   301,640 0 0
DOLLAR GEN CORP NEW COM 256677105 5,004 12,414 SH   SOLE   12,414 0 0
DOMINION ENERGY INC COM 25746U109 12,248 63,558 SH   SOLE   63,558 0 0
DYCOM INDS INC COM 267475101 14,492 211,643 SH   SOLE   211,643 0 0
EAGLE MATLS INC COM 26969P108 6,754 43,310 SH   SOLE   43,310 0 0
EBAY INC COM 278642103 1,193 14,871 SH   SOLE   14,871 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 16,304 32,380 SH   SOLE   32,380 0 0
EMPIRE ST RLTY TR INC CL A 292104106 5,037 210,582 SH   SOLE   210,582 0 0
EQUINIX INC COM 29444U700 28,654 17,186 SH   SOLE   17,186 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 10,590 69,014 SH   SOLE   69,014 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 26,756 162,419 SH   SOLE   162,419 0 0
ESSEX PPTY TR INC COM 297178105 6,618 11,256 SH   SOLE   11,256 0 0
EXELON CORP COM 30161N101 11,182 113,799 SH   SOLE   113,799 0 0
EXPEDITORS INTL WASH INC COM 302130109 4,890 27,455 SH   SOLE   27,455 0 0
EXTENDED STAY AMER INC COM 30224P200 9,540 488,903 SH   SOLE   488,903 0 0
FACEBOOK INC CL A 30303M102 8,171 18,350 SH   SOLE   18,350 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 17,573 54,118 SH   SOLE   54,118 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 11,104 22,298 SH   SOLE   22,298 0 0
FORTIVE CORP COM 34959J108 7,160 48,598 SH   SOLE   48,598 0 0
GARTNER INC COM 366651107 5,223 19,651 SH   SOLE   19,651 0 0
GENERAL ELECTRIC CO COM 369604103 11,404 538,058 SH   SOLE   538,058 0 0
GEO GROUP INC NEW COM 36162J106 6,964 214,538 SH   SOLE   214,538 0 0
HANESBRANDS INC COM 410345102 737 35,101 SH   SOLE   35,101 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 17,454 170,004 SH   SOLE   170,004 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 23,904 375,449 SH   SOLE   375,449 0 0
HESS CORP COM 42809H107 5,922 66,618 SH   SOLE   66,618 0 0
HUNTINGTON BANCSHARES INC COM 446150104 10,018 457,083 SH   SOLE   457,083 0 0
ICICI BANK LIMITED ADR 45104G104 5,794 255,340 SH   SOLE   255,340 0 0
IHS MARKIT LTD SHS G47567105 35,645 222,547 SH   SOLE   222,547 0 0
ILLUMINA INC COM 452327109 21,763 29,850 SH   SOLE   29,850 0 0
INFOSYS LTD SPONSORED ADR 456788108 12,666 577,946 SH   SOLE   577,946 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100 4,927 114,011 SH   SOLE   114,011 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,712 8,103 SH   SOLE   8,103 0 0
INVITATION HOMES INC COM 46187W107 19,092 334,673 SH   SOLE   334,673 0 0
IQVIA HLDGS INC COM 46266C105 13,726 47,670 SH   SOLE   47,670 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 13,741 51,900 SH   SOLE   51,900 0 0
JACOBS ENGR GROUP INC COM 469814107 9,146 43,222 SH   SOLE   43,222 0 0
JBG SMITH PPTYS COM 46590V100 2,016 23,721 SH   SOLE   23,721 0 0
JEFFERIES FINL GROUP INC COM 47233W109 3,185 87,270 SH   SOLE   87,270 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 8,625 25,404 SH   SOLE   25,404 0 0
KILROY RLTY CORP COM 49427F108 9,137 53,733 SH   SOLE   53,733 0 0
KOPPERS HOLDINGS INC COM 50060P106 6,696 202,763 SH   SOLE   202,763 0 0
KRATOS DEFENSE AND SEC SOLUTIO COM NEW 50077B207 7,841 212,220 SH   SOLE   212,220 0 0
KROGER CO COM 501044101 20,403 253,754 SH   SOLE   253,754 0 0
L3 HARRIS TECHNOLOGIES INC COM 502431109 14,799 30,778 SH   SOLE   30,778 0 0
LAM RESEARCH CORP COM 512807108 5,402 8,432 SH   SOLE   8,432 0 0
LAZARD LTD SHS A G54050102 13,379 212,731 SH   SOLE   212,731 0 0
LENNAR CORP CL A 526057104 8,554 83,886 SH   SOLE   83,886 0 0
LENNAR CORP CL B 526057302 108 1,400 SH   SOLE   1,400 0 0
LINDE PLC SHS G5494J103 10,583 22,915 SH   SOLE   22,915 0 0
LIVE NATION ENTERTAINMENT IN COM 538034AQ2 6,453 53,176 SH   SOLE   53,176 0 0
LOCKHEED MARTIN CORP COM 539830109 15,463 17,090 SH   SOLE   17,090 0 0
LOWES COS INC COM 548661107 22,977 100,027 SH   SOLE   100,027 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,476 24,000 SH   SOLE   24,000 0 0
MEDTRONIC PLC SHS G59290109 10,742 44,622 SH   SOLE   44,622 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 8,930 269,780 SH   SOLE   269,780 0 0
MERCADOLIBRE INC COM 58733R102 10,536 8,078 SH   SOLE   8,078 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 4,503 71,268 SH   SOLE   71,268 0 0
MICRON TECHNOLOGY COM 595112103 16,020 142,680 SH   SOLE   142,680 0 0
MICROSOFT CORP COM 594918104 86,153 204,638 SH   SOLE   204,638 0 0
NASDAQ INC COM 631103108 23,754 93,716 SH   SOLE   93,716 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 9,142 31,641 SH   SOLE   31,641 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 14,724 587,405 SH   SOLE   587,405 0 0
NEXTERA ENERGY INC COM 65339F101 10,447 16,265 SH   SOLE   16,265 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 6,579 196,533 SH   SOLE   196,533 0 0
NIKE INC CL B 654106103 14,578 66,003 SH   SOLE   66,003 0 0
NORTHERN TR CORP COM 665859104 8,803 43,700 SH   SOLE   43,700 0 0
NVIDIA CORP COM 67066G104 22,384 31,810 SH   SOLE   31,810 0 0
ORACLE CORP COM 68389X105 18,339 142,147 SH   SOLE   142,147 0 0
OVINTIV INC COM 69047Q102 996 138,153 SH   SOLE   138,153 0 0
PACCAR INC COM 693718108 11,645 71,363 SH   SOLE   71,363 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 3,643 70,599 SH   SOLE   70,599 0 0
PAYPAL HLDGS INC COM 70450Y103 17,728 69,365 SH   SOLE   69,365 0 0
PHILLIPS 66 COM 718546104 6,176 43,123 SH   SOLE   43,123 0 0
PROLOGIS INC. COM 74340W103 42,492 198,055 SH   SOLE   198,055 0 0
QUALCOMM INC COM 747525103 4,301 23,817 SH   SOLE   23,817 0 0
QURATE RETAIL INC COM SER A 74915M100 455 27,939 SH   SOLE   27,939 0 0
REGENERON PHARMACEUTICALS COM 75886F107 8,533 6,546 SH   SOLE   6,546 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 1,462 61,054 SH   SOLE   61,054 0 0
SALESFORCE COM INC COM 79466L302 13,142 34,192 SH   SOLE   34,192 0 0
SAP SE SPON ADR 803054204 12,809 43,425 SH   SOLE   43,425 0 0
SCHLUMBERGER LTD COM 806857108 1,487 41,290 SH   SOLE   41,290 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 8,345 30,528 SH   SOLE   30,528 0 0
SEASWORLD ENTMT INC COM 81282V100 3,148 107,010 SH   SOLE   107,010 0 0
SIMON PPTY GROUP INC EW COM 828806109 2,718 18,559 SH   SOLE   18,559 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 3,496 54,724 SH   SOLE   54,724 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,042 9,383 SH   SOLE   9,383 0 0
STARBUCKS CORP COM 855244109 2,771 15,791 SH   SOLE   15,791 0 0
STORE CAPITAL CORP COM 862121100 3,732 77,145 SH   SOLE   77,145 0 0
SYNCHRONY FINANCIAL COM 87165B103 3,106 72,321 SH   SOLE   72,321 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,657 114,891 SH   SOLE   114,891 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 9,496 102,633 SH   SOLE   102,633 0 0
TERRENO REALTY CORP COM 88146M101 9,413 68,139 SH   SOLE   68,139 0 0
TIMKEN CO COM 887389104 12,832 148,639 SH   SOLE   148,639 0 0
WESTERN UN CO COM 959802109 7,648 158,021 SH   SOLE   158,021 0 0
TJX COS INC NEW COM 872540109 10,749 84,222 SH   SOLE   84,222 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,039 24,093 SH   SOLE   24,093 0 0
URBAN EDGE PPTYS COM 91704F104 4,835 205,569 SH   SOLE   205,569 0 0
US BANCORP DEL COM NEW 902973304 3,493 37,982 SH   SOLE   37,982 0 0
VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 1,674 24,475 SH   SOLE   24,475 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3,216 28,080 SH   SOLE   28,080 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 8,185 74,750 SH   SOLE   74,750 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,388 49,000 SH   SOLE   49,000 0 0
VEEVA SYSINC CL A COM 922475108 14,086 33,744 SH   SOLE   33,744 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 23,445 36,910 SH   SOLE   36,910 0 0
VISA INC COM CL A 92826C839 19,535 45,418 SH   SOLE   45,418 0 0
WABTEC COM 929740108 7,746 60,288 SH   SOLE   60,288 0 0
WELLS FARGO CO NEW COM 949746101 7,503 97,932 SH   SOLE   97,932 0 0
YUM BRANDS INC COM 988498101 11,688 63,888 SH   SOLE   63,888 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 15,450 39,608 SH   SOLE   39,608 0 0