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
ABERCROMBIE & FITCH CO CL A CL A 002896207 29,757 1,461,540 SH   SOLE   1,218,191 0 243,349
AERCAP HOLDINGS NV SHS SHS N00985106 210 4,600 SH   SOLE   4,600 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 1,604 9,000 SH   SOLE   0 0 9,000
ALLIANT ENERGY CORP COM COM 018802108 1,521 29,508 SH   SOLE   29,508 0 0
ALPHABET INC CAP STK CL A CL A 02079K305 12,773 7,288 SH   SOLE   7,288 0 0
AMERICAN EAGLE OUTFITTERS IN COM COM 02553E106 14,361 715,539 SH   SOLE   591,439 0 124,100
AMERICAN ELEC PWR CO INC COM COM 025537101 1,776 21,333 SH   SOLE   21,333 0 0
AMERICAN INTL GROUP INC COM NEW COM NEW 026874784 8,786 232,066 SH   SOLE   226,350 0 5,716
AMERICAN TOWER CORP NEW COM COM 03027X100 5,143 22,914 SH   SOLE   22,914 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 2,091 13,622 SH   SOLE   13,622 0 0
AMERICOLD RLTY TR COM COM 03064D108 14,095 377,600 SH   SOLE   173,200 0 204,400
APPLIED MATLS INC COM COM 038222105 7,507 86,987 SH   SOLE   86,987 0 0
ARGO GROUP INTL HLDGS LTD COM COM G0464B107 38,649 884,420 SH   SOLE   733,020 0 151,400
ATLAS CORP SHS SHS Y0436Q109 9,087 838,326 SH   SOLE   818,032 0 20,294
ATMOS ENERGY CORP COM COM 049560105 1,346 14,107 SH   SOLE   14,107 0 0
AVALONBAY CMNTYS INC COM COM 053484101 47,470 295,891 SH   SOLE   200,348 0 95,543
BED BATH & BEYOND INC COM COM 075896100 9,696 545,910 SH   SOLE   457,410 0 88,500
BLACKROCK INC COM COM 09247X101 8,935 12,384 SH   SOLE   12,384 0 0
BOOKING HOLDINGS INC COM COM 09857L108 5,755 2,584 SH   SOLE   2,584 0 0
BROADSTONE NET LEASE INC CL A COM COM 11135E104 17,211 879,042 SH   SOLE   362,469 0 516,573
BRUNSWICK CORP COM COM 117043109 39,474 517,757 SH   SOLE   428,457 0 89,300
CABOT CORP COM COM 127055101 15,891 354,069 SH   SOLE   295,969 0 58,100
CANADIAN IMP BK COMM COM COM 136069101 14,262 131,184 SH   SOLE   127,049 0 4,135
CANADIAN PAC RY LTD COM COM 13645T100 2,391 5,415 SH   SOLE   5,415 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 205 2,070 SH   SOLE   2,070 0 0
CARDINAL HEALTH INC COM COM 14149Y108 21,677 404,727 SH   SOLE   395,310 0 9,417
CHENIERE ENERGY INC COM NEW COM NEW 16411R208 1,701 28,334 SH   SOLE   28,334 0 0
CISCO SYS INC COM COM 17275R102 30,055 671,612 SH   SOLE   659,519 0 12,093
CITIGROUP INC COM NEW COM NEW 172967424 196 3,180 SH   SOLE   3,180 0 0
CITIZENS FINL GROUP INC COM COM 174610105 20,177 564,207 SH   SOLE   550,574 0 13,633
CMS ENERGY CORP COM COM 125896100 599 9,823 SH   SOLE   9,823 0 0
CORESITE RLTY CORP COM COM 21870Q105 11,576 92,400 SH   SOLE   78,200 0 14,200
CORPORATE OFFICE PPTYS TR SH BEN INT SH BEN INT 22002T108 1,878 72,000 SH   SOLE   0 0 72,000
CUBESMART COM COM 229663109 20,132 598,968 SH   SOLE   306,944 0 292,024
CUSTOMERS BANCORP INC COM COM 23204G100 96 5,255 SH   SOLE   5,255 0 0
DEERE & CO COM COM 244199105 9,564 35,545 SH   SOLE   35,545 0 0
DELEK US HLDGS INC NEW COM COM 24665A103 22,158 1,378,825 SH   SOLE   1,145,905 0 232,920
DIAMONDROCK HOSPITALITY CO COM COM 252784301 16,605 2,012,677 SH   SOLE   1,661,577 0 351,100
DIGITAL RLTY TR INC COM COM 253868103 8,469 60,700 SH   SOLE   23,400 0 37,300
DOMINION ENERGY INC COM COM 25746U109 548 7,282 SH   SOLE   7,282 0 0
EASTGROUP PPTYS INC COM COM 277276101 11,882 86,066 SH   SOLE   34,666 0 51,400
EDISON INTL COM COM 281020107 666 10,599 SH   SOLE   10,599 0 0
ENCOMPASS HEALTH CORP COM COM 29261A100 16,513 199,697 SH   SOLE   166,861 0 32,836
ENERSYS COM COM 29275Y102 28,757 346,218 SH   SOLE   289,034 0 57,184
ENTERGY CORP NEW COM COM 29364G103 1,118 11,202 SH   SOLE   11,202 0 0
EQUINIX INC COM COM 29444U700 14,398 20,161 SH   SOLE   9,565 0 10,596
EQUITY LIFESTYLE PPTYS INC COM COM 29472R108 18,177 286,900 SH   SOLE   116,300 0 170,600
LAUDER ESTEE COS INC CL A CL A 518439104 6,550 24,608 SH   SOLE   24,608 0 0
EVERSOURCE ENERGY COM COM 30040W108 1,417 16,375 SH   SOLE   16,375 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 4,311 37,200 SH   SOLE   9,800 0 27,400
EXXON MOBIL CORP COM COM 30231G102 230 5,570 SH   SOLE   0 0 5,570
FEDERAL RLTY INVT TR SH BEN INT NEW SH BEN INT NEW 313747206 12,219 143,546 SH   SOLE   58,893 0 84,653
FIRST SOLAR INC COM COM 336433107 28,409 287,187 SH   SOLE   239,189 0 47,998
FIRSTENERGY CORP COM COM 337932107 209 6,830 SH   SOLE   6,830 0 0
GENTEX CORP COM COM 371901109 20,241 596,562 SH   SOLE   498,995 0 97,567
GILEAD SCIENCES INC COM COM 375558103 20,144 345,770 SH   SOLE   337,924 0 7,846
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 UNIT 99/99/9999 387437114 14,311 183,700 SH   SOLE   77,700 0 106,000
HEALTHPEAK PROPERTIES INC COM COM 42250P103 12,769 422,400 SH   SOLE   229,800 0 192,600
HEALTHCARE RLTY TR COM COM 421946104 25,755 870,069 SH   SOLE   516,219 0 353,850
HEALTHCARE TR AMER INC CL A NEW CL A NEW 42225P501 18,076 656,351 SH   SOLE   269,754 0 386,597
HIGHWOODS PPTYS INC COM COM 431284108 15,349 387,339 SH   SOLE   179,215 0 208,124
HOST HOTELS & RESORTS INC COM COM 44107P104 12,352 844,301 SH   SOLE   373,895 0 470,406
HUDSON PAC PPTYS INC COM COM 444097109 19,115 795,811 SH   SOLE   543,169 0 252,642
HUNTINGTON BANCSHARES INC COM COM 446150104 20,328 1,609,564 SH   SOLE   1,574,084 0 35,480
INVITATION HOMES INC COM COM 46187W107 23,695 797,812 SH   SOLE   327,712 0 470,100
IQVIA HLDGS INC COM COM 46266C105 5,566 31,067 SH   SOLE   31,067 0 0
JABIL INC COM COM 466313103 40,217 945,624 SH   SOLE   788,324 0 157,300
JPMORGAN CHASE & CO COM COM 46625H100 3,332 26,216 SH   SOLE   26,216 0 0
KRONOS WORLDWIDE INC COM COM 50105F105 27,426 1,839,377 SH   SOLE   1,528,277 0 311,100
LHC GROUP INC COM COM 50187A107 11,931 55,930 SH   SOLE   50,951 0 4,979
LUXFER HOLDINGS PLC SHS SHS G5698W116 26,665 1,623,923 SH   SOLE   1,354,274 0 269,649
LYONDELLBASELL INDUSTRIES N SHS - A - SHS - A - N53745100 21,952 239,490 SH   SOLE   233,950 0 5,540
MARSH & MCLENNAN COS INC COM COM 571748102 7,402 63,263 SH   SOLE   63,263 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 11,011 30,850 SH   SOLE   30,850 0 0
MEDTRONIC PLC SHS SHS G5960L103 5,856 49,992 SH   SOLE   49,992 0 0
MERCK & CO. INC COM COM 58933Y105 13,770 168,323 SH   SOLE   164,830 0 3,493
MICROSOFT CORP COM COM 594918104 12,021 54,043 SH   SOLE   54,043 0 0
MSC INDL DIRECT INC CL A CL A 553530106 21,056 249,500 SH   SOLE   243,785 0 5,715
NEXTERA ENERGY INC COM COM 65339F101 4,318 55,969 SH   SOLE   55,969 0 0
NIKE INC CL B CL B 654106103 10,008 70,743 SH   SOLE   70,743 0 0
OMNICOM GROUP INC COM COM 681919106 23,129 370,838 SH   SOLE   362,580 0 8,258
PEMBINA PIPELINE CORP COM COM 706327103 1,448 48,096 SH   SOLE   48,096 0 0
PEPSICO INC COM COM 713448108 23,122 155,910 SH   SOLE   152,598 0 3,312
PLDT INC SPONSORED ADR ADR 69344D408 9,512 340,795 SH   SOLE   330,619 0 10,176
PIEDMONT OFFICE REALTY TR IN COM CL A CL A 720190206 10,656 656,600 SH   SOLE   272,400 0 384,200
PPL CORP COM COM 69351T106 18,766 665,485 SH   SOLE   649,227 0 16,258
PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 18,119 365,221 SH   SOLE   356,324 0 8,897
PROLOGIS INC. COM COM 74340W103 14,557 146,064 SH   SOLE   58,457 0 87,607
PRUDENTIAL FINL INC COM COM 744320102 20,259 259,489 SH   SOLE   253,767 0 5,722
PTC INC COM COM 69370C100 3,646 30,484 SH   SOLE   30,484 0 0
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 21,107 362,046 SH   SOLE   353,664 0 8,382
PUBLIC STORAGE COM COM 74460D109 23,017 99,673 SH   SOLE   87,600 0 12,073
REALTY INCOME CORP COM COM 756109104 8,841 142,200 SH   SOLE   61,400 0 80,800
REDWOOD TR INC COM COM 758075402 10,828 1,233,221 SH   SOLE   1,201,451 0 31,770
RENAISSANCERE HLDGS LTD COM COM G7496G103 12,934 77,999 SH   SOLE   65,872 0 12,127
REXFORD INDL RLTY INC COM COM 76169C100 3,885 79,100 SH   SOLE   27,100 0 52,000
SCHLUMBERGER LTD COM COM 806857108 8,880 406,774 SH   SOLE   396,856 0 9,918
SEMPRA ENERGY COM COM 816851109 2,411 18,927 SH   SOLE   18,927 0 0
SITE CTRS CORP COM COM 82981J109 12,467 1,231,800 SH   SOLE   561,500 0 670,300
SK TELECOM LTD SPONSORED ADR ADR 78440P108 21,280 869,284 SH   SOLE   849,593 0 19,691
SLEEP NUMBER CORP COM COM 83125X103 38,025 464,508 SH   SOLE   384,888 0 79,620
SOUTHERN CO COM COM 842587107 272 4,434 SH   SOLE   4,434 0 0
STAG INDL INC COM COM 85254J102 17,892 571,263 SH   SOLE   234,963 0 336,300
STRATEGIC ED INC COM COM 86272C103 21,646 227,064 SH   SOLE   190,081 0 36,983
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 13,438 1,186,100 SH   SOLE   979,800 0 206,300
SYSCO CORP COM COM 871829107 5,114 68,862 SH   SOLE   68,862 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 5,986 54,903 SH   SOLE   54,903 0 0
TAPESTRY INC COM COM 876030107 20,191 649,641 SH   SOLE   633,793 0 15,848
TCF FINL CORP COM COM 872307103 32,158 868,666 SH   SOLE   723,195 0 145,471
TERADATA CORP DEL COM COM 88076W103 37,549 1,671,064 SH   SOLE   1,386,751 0 284,313
TERRENO RLTY CORP COM COM 88146M101 6,635 113,416 SH   SOLE   44,500 0 68,916
THERMO FISHER SCIENTIFIC INC COM COM 883556102 2,317 4,975 SH   SOLE   4,975 0 0
THERMON GROUP HLDGS INC COM COM 88362T103 36,732 2,350,105 SH   SOLE   1,948,072 0 402,033
TRINITY INDS INC COM COM 896522109 21,822 826,898 SH   SOLE   689,163 0 137,735
TRIPADVISOR INC COM COM 896945201 6,596 229,156 SH   SOLE   190,811 0 38,345
TRITON INTL LTD CL A CL A G9078F107 20,017 412,643 SH   SOLE   402,337 0 10,306
TUTOR PERINI CORP COM COM 901109108 81 6,290 SH   SOLE   6,290 0 0
US BANCORP DEL COM NEW COM NEW 902973304 20,530 440,662 SH   SOLE   430,410 0 10,252
UNION PAC CORP COM COM 907818108 5,766 27,693 SH   SOLE   27,693 0 0
VALERO ENERGY CORP COM COM 91913Y100 8,719 154,140 SH   SOLE   150,344 0 3,796
VERIZON COMMUNICATIONS INC COM COM 92343V104 21,684 369,090 SH   SOLE   361,242 0 7,848
WEINGARTEN RLTY INVS SH BEN INT SH BEN INT 948741103 5,897 272,100 SH   SOLE   84,600 0 187,500
WELLTOWER INC COM COM 95040Q104 8,796 136,100 SH   SOLE   40,300 0 95,800
WILLIAMS COS INC COM COM 969457100 1,715 85,555 SH   SOLE   85,555 0 0
XCEL ENERGY INC COM COM 98389B100 1,149 17,232 SH   SOLE   17,232 0 0
XYLEM INC COM COM 98419M100 2,976 29,238 SH   SOLE   29,238 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 1,725 6,603 SH   SOLE   6,603 0 0
ABBVIE INC COM COM 00287Y109 1,667 15,556 SH   SOLE   15,556 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 2,174 4,347 SH   SOLE   4,347 0 0
AMGEN INC COM COM 031162100 1,326 5,769 SH   SOLE   5,769 0 0
BK OF AMERICA CORP COM COM 060505104 42 1,393 SH   SOLE   1,393 0 0
BECTON DICKINSON & CO COM COM 075887109 29 115 SH   SOLE   115 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 1,567 25,267 SH   SOLE   25,267 0 0
BUNGE LIMITED COM COM G16962105 70 1,069 SH   SOLE   1,069 0 0
COCA COLA CO COM COM 191216100 1,752 31,949 SH   SOLE   31,949 0 0
ELECTRONIC ARTS INC COM COM 285512109 1,233 8,585 SH   SOLE   8,585 0 0
GENERAL MTRS CO COM COM 37045V100 25 598 SH   SOLE   598 0 0
SEAGATE TECHNOLOGY PLC SHS SHS G7945M107 38 619 SH   SOLE   619 0 0
INTUIT COM COM 461202103 1,251 3,294 SH   SOLE   3,294 0 0
NVIDIA CORPORATION COM COM 67066G104 1,927 3,691 SH   SOLE   3,691 0 0
HP INC COM COM 40434L105 36 1,473 SH   SOLE   1,473 0 0
HOME DEPOT INC COM COM 437076102 2,093 7,879 SH   SOLE   7,879 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 924 7,341 SH   SOLE   7,341 0 0
JOHNSON & JOHNSON COM COM 478160104 3,912 24,856 SH   SOLE   24,856 0 0
KELLOGG CO COM COM 487836108 31 505 SH   SOLE   505 0 0
LOWES COS INC COM COM 548661107 1,618 10,080 SH   SOLE   10,080 0 0
MCDONALDS CORP COM COM 580135101 2,260 10,533 SH   SOLE   10,533 0 0
CUMMINS INC COM COM 231021106 25 109 SH   SOLE   109 0 0
PROCTER AND GAMBLE CO COM COM 742718109 2,088 15,004 SH   SOLE   15,004 0 0
SALESFORCE COM INC COM COM 79466L302 1,665 7,484 SH   SOLE   7,484 0 0
TEXAS INSTRS INC COM COM 882508104 979 5,965 SH   SOLE   5,965 0 0
VISA INC COM CL A CL A 92826C839 3,026 13,833 SH   SOLE   13,833 0 0
VMWARE INC CL A COM COM 928563402 45 320 SH   SOLE   320 0 0
DISNEY WALT CO COM COM 254687106 1,821 10,051 SH   SOLE   10,051 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 1,118 23,991 SH   SOLE   23,991 0 0
BANK NOVA SCOTIA B C COM COM 064149107 3,174 36,208 SH   SOLE   36,208 0 0
EXELON CORP COM COM 30161N101 17 403 SH   SOLE   403 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 37 1,093 SH   SOLE   1,093 0 0
BCE INC COM NEW COM NEW 05534B760 62 895 SH   SOLE   895 0 0
ENBRIDGE INC COM COM 29250N105 2,068 39,872 SH   SOLE   39,872 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 1,985 17,218 SH   SOLE   17,218 0 0
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 27 2,313 SH   SOLE   2,313 0 0
LINDE PLC SHS SHS G5494J103 1,644 6,238 SH   SOLE   6,238 0 0
NEWMONT CORP COM COM 651639106 1,149 19,187 SH   SOLE   19,187 0 0
DUPONT DE NEMOURS INC COM COM 26614N102 89 1,255 SH   SOLE   1,255 0 0
TELUS CORPORATION COM COM 87971M103 35 1,101 SH   SOLE   1,101 0 0
APPLE INC COM COM 037833100 40 299 SH   SOLE   299 0 0
TESLA INC COM COM 88160R101 2,481 3,516 SH   SOLE   3,516 0 0