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
2U INC COM 90214J101 1,471 50,000 SH   SOLE 50,000 0 0
58 COM INC SPON ADR REP A 31680Q104 1,269 27,660 SH   SOLE 27,660 0 0
ABBOTT LABS COM 002824100 73,549 1,871,000 SH   SOLE 1,871,000 0 0
ABBVIE INC COM 00287Y109 138,431 2,236,000 SH   SOLE 2,236,000 0 0
ABM INDS INC COM 000957100 5,107 140,000 SH   SOLE 140,000 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 999 25,000 SH   SOLE 25,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 24,930 450,000 SH   SOLE 450,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 17,609 495,746 SH   SOLE 495,746 0 0
ACCELERON PHARMA INC COM 00434H108 612 18,000 SH   SOLE 18,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20,188 178,200 SH   SOLE 178,200 0 0
ACCO BRANDS CORP COM 00081T108 2,190 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 2,295 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 11,346 286,300 SH   SOLE 286,300 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,416 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 82 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 196 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 1,417 129,216 SH   SOLE 129,216 0 0
ADOBE SYS INC COM 00724F101 13,612 142,100 SH   SOLE 142,100 0 0
ADTRAN INC COM 00738A106 4,196 225,000 SH   SOLE 225,000 0 0
ADURO BIOTECH INC COM 00739L101 585 51,700 SH   SOLE 51,700 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 5,520 34,150 SH   SOLE 34,150 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 8,181 1,466,119 SH   SOLE 1,466,119 0 0
AECOM COM 00766T100 53,532 1,685,000 SH   SOLE 1,685,000 0 0
AES CORP COM 00130H105 5,928 475,000 SH   SOLE 475,000 0 0
AETNA INC NEW COM 00817Y108 70,850 580,120 SH   SOLE 580,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 2,815 20,000 SH   SOLE 20,000 0 0
AFLAC INC COM 001055102 28,143 390,000 SH   SOLE 390,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 6,654 150,000 SH   SOLE 150,000 0 0
AGREE REALTY CORP COM 008492100 19,380 401,750 SH   SOLE 401,750 0 0
AIR PRODS & CHEMS INC COM 009158106 22,726 160,000 SH   SOLE 160,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 23,771 425,000 SH   SOLE 425,000 0 0
AKORN INC COM 009728106 427 15,000 SH   SOLE 15,000 0 0
ALASKA AIR GROUP INC COM 011659109 43,135 740,000 SH   SOLE 740,000 0 0
ALBEMARLE CORP COM 012653101 14,157 178,500 SH   SOLE 178,500 0 0
ALCOA INC COM 013817101 38,934 4,200,000 SH   SOLE 4,200,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 3,795 105,000 SH   SOLE 105,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 17,262 166,750 SH   SOLE 166,750 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 12,260 105,000 SH   SOLE 105,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 39,691 499,068 SH   SOLE 499,068 0 0
ALKERMES PLC SHS G01767105 1,945 45,000 SH   SOLE 45,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,248 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,825 300,000 SH   SOLE 300,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,389 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 62,557 270,702 SH   SOLE 270,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 924 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,779 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 889 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 18,261 261,054 SH   SOLE 261,054 0 0
ALPHABET INC CAP STK CL C 02079K107 528,764 764,000 SH   SOLE 764,000 0 0
ALTRIA GROUP INC COM 02209S103 139,437 2,022,000 SH   SOLE 2,022,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,583 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 404 187,000 SH   SOLE 187,000 0 0
AMAZON COM INC COM 023135106 289,826 405,000 SH   SOLE 405,000 0 0
AMBEV SA SPONSORED ADR 02319V103 21,060 3,563,522 SH   SOLE 3,563,522 0 0
AMC NETWORKS INC CL A 00164V103 3,021 50,000 SH   SOLE 50,000 0 0
AMEREN CORP COM 023608102 6,805 127,000 SH   SOLE 127,000 0 0
AMERESCO INC CL A 02361E108 546 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 8,852 722,070 SH   SOLE 722,070 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 10,192 360,000 SH   SOLE 360,000 0 0
AMERICAN ASSETS TR INC COM 024013104 22,281 525,000 SH   SOLE 525,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 10,426 720,000 SH   SOLE 720,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 19,721 373,001 SH   SOLE 373,001 0 0
AMERICAN CAP MTG INVT CORP COM 02504A104 411 26,000 SH   SOLE 26,000 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 9,573 483,000 SH   SOLE 483,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 876 55,000 SH   SOLE 55,000 0 0
AMERICAN ELEC PWR INC COM 025537101 17,873 255,000 SH   SOLE 255,000 0 0
AMERICAN EXPRESS CO COM 025816109 66,168 1,089,000 SH   SOLE 1,089,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 55,111 1,042,000 SH   SOLE 1,042,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 94,921 835,500 SH   SOLE 835,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,268 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 71,610 797,000 SH   SOLE 797,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 13,088 165,000 SH   SOLE 165,000 0 0
AMGEN INC COM 031162100 67,153 441,355 SH   SOLE 441,355 0 0
ANADARKO PETE CORP COM 032511107 21,566 405,000 SH   SOLE 405,000 0 0
ANALOG DEVICES INC COM 032654105 58,056 1,025,000 SH   SOLE 1,025,000 0 0
ANGIODYNAMICS INC COM 03475V101 934 65,000 SH   SOLE 65,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,013 111,489 SH   SOLE 111,489 0 0
ANSYS INC COM 03662Q105 4,084 45,000 SH   SOLE 45,000 0 0
ANTHEM INC COM 036752103 9,194 70,000 SH   SOLE 70,000 0 0
AON PLC SHS CL A G0408V102 28,946 265,000 SH   SOLE 265,000 0 0
APACHE CORP COM 037411105 48,433 870,000 SH   SOLE 870,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 11,702 265,000 SH   SOLE 265,000 0 0
APOLLO ED GROUP INC CL A 037604105 9,120 1,000,000 SH   SOLE 1,000,000 0 0
APPLE INC COM 037833100 633,350 6,625,000 SH   SOLE 6,625,000 0 0
APPLIED MATLS INC COM 038222105 26,247 1,095,000 SH   SOLE 1,095,000 0 0
AQUA AMERICA INC COM 03836W103 892 25,000 SH   SOLE 25,000 0 0
ARBOR RLTY TR INC COM 038923108 1,258 175,000 SH   SOLE 175,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 24,376 338,556 SH   SOLE 338,556 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 28,781 671,026 SH   SOLE 671,026 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 207 43,400 SH   SOLE 43,400 0 0
ARES CAP CORP COM 04010L103 26,980 1,900,000 SH   SOLE 1,900,000 0 0
ARMSTRONG FLOORING INC COM 04238R106 170 10,000 SH   SOLE 10,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 4,698 120,000 SH   SOLE 120,000 0 0
ARQULE INC COM 04269E107 425 223,774 SH   SOLE 223,774 0 0
ARRAY BIOPHARMA INC COM 04269X105 943 265,000 SH   SOLE 265,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 495 35,000 SH   SOLE 35,000 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 483 90,000 SH   SOLE 90,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,616 65,000 SH   SOLE 65,000 0 0
ASTEC INDS INC COM 046224101 63,450 1,130,000 SH   SOLE 1,130,000 0 0
AT&T INC COM 00206R102 284,992 6,595,500 SH   SOLE 6,595,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 28,166 680,000 SH   SOLE 680,000 0 0
ATMOS ENERGY CORP COM 049560105 2,033 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 468 134,100 SH   SOLE 134,100 0 0
AUTODESK INC COM 052769106 8,662 160,000 SH   SOLE 160,000 0 0
AUTOZONE INC COM 053332102 2,540 3,200 SH   SOLE 3,200 0 0
AVALONBAY CMNTYS INC COM 053484101 62,956 349,000 SH   SOLE 349,000 0 0
AVON PRODS INC COM 054303102 9,828 2,600,000 SH   SOLE 2,600,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 1,091 85,000 SH   SOLE 85,000 0 0
B/E AEROSPACE INC COM 073302101 416 9,000 SH   SOLE 9,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 2,204 150,000 SH   SOLE 150,000 0 0
BAIDU INC SPON ADR REP A 056752108 30,356 183,811 SH   SOLE 183,811 0 0
BAKER HUGHES INC COM 057224107 58,669 1,300,000 SH   SOLE 1,300,000 0 0
BALLANTYNE STRONG INC COM 058516105 2,667 510,000 SH   SOLE 510,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 1,639 209,917 SH   SOLE 209,917 0 0
BANCO MACRO SA SPON ADR B 05961W105 4,113 55,415 SH   SOLE 55,415 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 1,971 101,742 SH   SOLE 101,742 0 0
BANK AMER CORP COM 060505104 189,071 14,248,000 SH   SOLE 14,248,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 23,278 599,167 SH   SOLE 599,167 0 0
BANK OF THE OZARKS INC COM 063904106 18,760 500,000 SH   SOLE 500,000 0 0
BANKRATE INC DEL COM 06647F102 11,220 1,500,000 SH   SOLE 1,500,000 0 0
BARCLAYS PLC NOTE 8.250%12/2 06738EAA3 489 500,000 SH   SOLE 500,000 0 0
BARD C R INC COM 067383109 4,703 20,000 SH   SOLE 20,000 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 412 245,000 SH   SOLE 245,000 0 0
BB&T CORP COM 054937107 8,012 225,000 SH   SOLE 225,000 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,238 294,000 SH   SOLE 294,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 10,850 1,400,000 SH   SOLE 1,400,000 0 0
BECTON DICKINSON & CO COM 075887109 16,853 99,374 SH   SOLE 99,374 0 0
BEL FUSE INC CL B 077347300 1,511 85,000 SH   SOLE 85,000 0 0
BEMIS INC COM 081437105 1,030 20,000 SH   SOLE 20,000 0 0
BERKLEY W R CORP COM 084423102 4,368 72,905 SH   SOLE 72,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 20,613 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 131,759 910,000 SH   SOLE 910,000 0 0
BEST BUY INC COM 086516101 2,072 67,700 SH   SOLE 67,700 0 0
BIOGEN INC COM 09062X103 81,852 338,485 SH   SOLE 338,485 0 0
BIOSTAGE INC COM 09074M103 120 105,000 SH   SOLE 105,000 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 5 11,216 SH   SOLE 11,216 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 1,203 44,614 SH   SOLE 44,614 0 0
BLACK HILLS CORP COM 092113109 14,184 225,000 SH   SOLE 225,000 0 0
BLACKROCK CORPOR HI YLD FD I COM 09255P107 2,729 261,352 SH   SOLE 261,352 0 0
BLACKROCK DEBT STRAT FD INC COM 09255R103 724 205,000 SH   SOLE 205,000 0 0
BLACKROCK INC COM 09247X101 35,794 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 13,497 550,000 SH   SOLE 550,000 0 0
BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 7,051 490,000 SH   SOLE 490,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 3,376 122,000 SH   SOLE 122,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 3,384 145,000 SH   SOLE 145,000 0 0
BOEING CO COM 097023105 76,623 590,000 SH   SOLE 590,000 0 0
BORGWARNER INC COM 099724106 5,166 175,000 SH   SOLE 175,000 0 0
BOSTON BEER INC CL A 100557107 7,098 41,500 SH   SOLE 41,500 0 0
BOSTON PROPERTIES INC COM 101121101 47,127 357,300 SH   SOLE 357,300 0 0
BOSTON SCIENTIFIC CORP COM 101137107 14,840 635,000 SH   SOLE 635,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8,862 527,500 SH   SOLE 527,500 0 0
BRF SA SPONSORED ADR 10552T107 536 38,463 SH   SOLE 38,463 0 0
BRIGHTCOVE INC COM 10921T101 1,056 120,000 SH   SOLE 120,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 115,248 1,566,938 SH   SOLE 1,566,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 10,094 381,500 SH   SOLE 381,500 0 0
BROADCOM LTD SHS Y09827109 52,448 337,500 SH   SOLE 337,500 0 0
BROOKDALE SR LIVING INC COM 112463104 1,853 120,000 SH   SOLE 120,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,691 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 4,267 190,000 SH   SOLE 190,000 0 0
BSQUARE CORP COM NEW 11776U300 1,283 230,000 SH   SOLE 230,000 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 2,848 40,500 SH   SOLE 40,500 0 0
BURLINGTON STORES INC COM 122017106 9,840 147,500 SH   SOLE 147,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,650 130,000 SH   SOLE 130,000 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 33 55,000 SH   SOLE 55,000 0 0
CABOT OIL & GAS CORP COM 127097103 7,336 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,987 411,000 SH   SOLE 411,000 0 0
CAESARSTONE LTD ORD SHS M20598104 3,459 99,500 SH   SOLE 99,500 0 0
CALAVO GROWERS INC COM 128246105 25,460 380,000 SH   SOLE 380,000 0 0
CALERES INC COM 129500104 2,118 87,500 SH   SOLE 87,500 0 0
CALGON CARBON CORP COM 129603106 12,098 920,000 SH   SOLE 920,000 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 569 46,604 SH   SOLE 46,604 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 873 25,000 SH   SOLE 25,000 0 0
CALPINE CORP COM NEW 131347304 959 65,000 SH   SOLE 65,000 0 0
CAMPBELL SOUP CO COM 134429109 23,951 360,000 SH   SOLE 360,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 18,418 290,000 SH   SOLE 290,000 0 0
CAPITAL SR LIVING CORP COM 140475104 5,478 310,000 SH   SOLE 310,000 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 5,141 530,000 SH   SOLE 530,000 0 0
CARDINAL HEALTH INC COM 14149Y108 16,382 210,000 SH   SOLE 210,000 0 0
CARMIKE CINEMAS INC COM 143436400 2,711 90,000 SH   SOLE 90,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 39,780 900,000 SH   SOLE 900,000 0 0
CARTER INC COM 146229109 3,460 32,500 SH   SOLE 32,500 0 0
CASEYS GEN STORES INC COM 147528103 42,083 320,000 SH   SOLE 320,000 0 0
CATERPILLAR INC DEL COM 149123101 75,810 1,000,000 SH   SOLE 1,000,000 0 0
CBRE GROUP INC CL A 12504L109 9,493 358,500 SH   SOLE 358,500 0 0
CBS CORP NEW CL B 124857202 56,073 1,030,000 SH   SOLE 1,030,000 0 0
CELADON GROUP INC COM 150838100 409 50,000 SH   SOLE 50,000 0 0
CELGENE CORP COM 151020104 67,562 685,000 SH   SOLE 685,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 2,085 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 13,825 2,240,544 SH   SOLE 2,240,544 0 0
CENTENE CORP DEL COM 15135B101 1,110 15,550 SH   SOLE 15,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 6,000 250,000 SH   SOLE 250,000 0 0
CERAGON NETWORKS LTD ORD M22013102 60 36,991 SH   SOLE 36,991 0 0
CERNER CORP COM 156782104 43,950 750,000 SH   SOLE 750,000 0 0
CF INDS HLDGS INC COM 125269100 21,690 900,000 SH   SOLE 900,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,885 35,000 SH   SOLE 35,000 0 0
CHATHAM LODGING TR COM 16208T102 8,353 380,000 SH   SOLE 380,000 0 0
CHEMOURS CO COM 163851108 1,648 200,000 SH   SOLE 200,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 939 25,000 SH   SOLE 25,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,354 550,000 SH   SOLE 550,000 0 0
CHEVRON CORP NEW COM 166764100 81,243 775,000 SH   SOLE 775,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 1,732 50,000 SH   SOLE 50,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 27,951 482,754 SH   SOLE 482,754 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,652 19,000 SH   SOLE 19,000 0 0
CHUBB LIMITED COM H1467J104 37,006 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 3,840 105,776 SH   SOLE 105,776 0 0
CHURCH & DWIGHT INC COM 171340102 38,326 372,500 SH   SOLE 372,500 0 0
CIENA CORP COM NEW 171779309 24,375 1,300,000 SH   SOLE 1,300,000 0 0
CIGNA CORPORATION COM 125509109 55,955 437,182 SH   SOLE 437,182 0 0
CIMAREX ENERGY CO COM 171798101 2,386 20,000 SH   SOLE 20,000 0 0
CINEDIGM CORP COM NEW 172406209 237 195,999 SH   SOLE 195,999 0 0
CINEMARK HOLDINGS INC COM 17243V102 14,949 410,000 SH   SOLE 410,000 0 0
CISCO SYS INC COM 17275R102 127,671 4,450,000 SH   SOLE 4,450,000 0 0
CITIGROUP INC COM NEW 172967424 139,082 3,281,000 SH   SOLE 3,281,000 0 0
CITRIX SYS INC COM 177376100 6,407 80,000 SH   SOLE 80,000 0 0
CITY OFFICE REIT INC COM 178587101 3,738 288,000 SH   SOLE 288,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 9,716 2,800,000 SH   SOLE 2,800,000 0 0
CLEAN HARBORS INC COM 184496107 8,338 160,000 SH   SOLE 160,000 0 0
CLOROX CO DEL COM 189054109 8,580 62,000 SH   SOLE 62,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 441 214,000 SH   SOLE 214,000 0 0
CLUBCORP HLDGS INC COM 18948M108 3,361 258,500 SH   SOLE 258,500 0 0
CME GROUP INC COM 12572Q105 14,610 150,000 SH   SOLE 150,000 0 0
CMS ENERGY CORP COM 125896100 6,650 145,000 SH   SOLE 145,000 0 0
COCA COLA CO COM 191216100 103,352 2,280,000 SH   SOLE 2,280,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 21,632 540,000 SH   SOLE 540,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,865 85,000 SH   SOLE 85,000 0 0
COLGATE PALMOLIVE CO COM 194162103 55,193 754,000 SH   SOLE 754,000 0 0
COLONY CAP INC CL A 19624R106 1,151 75,000 SH   SOLE 75,000 0 0
COLONY STARWOOD HOMES COM 19625X102 7,088 233,000 SH   SOLE 233,000 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 2,549 100,000 SH   SOLE 100,000 0 0
COMCAST CORP NEW CL A 20030N101 136,899 2,100,000 SH   SOLE 2,100,000 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 5,925 205,000 SH   SOLE 205,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 3,238 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 5,972 282,500 SH   SOLE 282,500 0 0
COMMVAULT SYSTEMS INC COM 204166102 19,867 460,000 SH   SOLE 460,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 6,333 529,952 SH   SOLE 529,952 0 0
COMPUTER SCIENCES CORP COM 205363104 4,965 100,000 SH   SOLE 100,000 0 0
COMSCORE INC COM 20564W105 33,432 1,400,000 SH   SOLE 1,400,000 0 0
COMSTOCK RES INC COM NEW 205768203 67 80,000 SH   SOLE 80,000 0 0
CONAGRA FOODS INC COM 205887102 8,008 167,500 SH   SOLE 167,500 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 449 40,000 SH   SOLE 40,000 0 0
CONNECTICUT WTR SVC INC COM 207797101 1,124 20,000 SH   SOLE 20,000 0 0
CONOCOPHILLIPS COM 20825C104 30,956 710,000 SH   SOLE 710,000 0 0
CONSOL ENERGY INC COM 20854P109 2,414 150,000 SH   SOLE 150,000 0 0
CONSOLIDATED EDISON INC COM 209115104 5,229 65,000 SH   SOLE 65,000 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 797 42,640 SH   SOLE 42,640 0 0
COPA HOLDINGS SA CL A P31076105 9,072 173,587 SH   SOLE 173,587 0 0
CORNING INC COM 219350105 10,752 525,000 SH   SOLE 525,000 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 1,242 42,000 SH   SOLE 42,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 28,581 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 4,600 177,000 SH   SOLE 177,000 0 0
COVANTA HLDG CORP COM 22282E102 11,515 700,000 SH   SOLE 700,000 0 0
CRAY INC COM NEW 225223304 51,163 1,710,000 SH   SOLE 1,710,000 0 0
CREDICORP LTD COM G2519Y108 27,977 181,284 SH   SOLE 181,284 0 0
CROCS INC COM 227046109 1,128 100,000 SH   SOLE 100,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 71,001 700,000 SH   SOLE 700,000 0 0
CROWN HOLDINGS INC COM 228368106 7,094 140,000 SH   SOLE 140,000 0 0
CSRA INC COM 12650T104 1,172 50,000 SH   SOLE 50,000 0 0
CSX CORP COM 126408103 8,737 335,000 SH   SOLE 335,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 1,094 26,546 SH   SOLE 26,546 0 0
CUBESMART COM 229663109 33,752 1,093,000 SH   SOLE 1,093,000 0 0
CUBIC CORP COM 229669106 32,931 820,000 SH   SOLE 820,000 0 0
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DR REDDYS LABS LTD ADR 256135203 1,255 24,500 SH   SOLE 24,500 0 0
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DU PONT E I DE NEMOURS & CO COM 263534109 6,480 100,000 SH   SOLE 100,000 0 0
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EROS INTL PLC SHS NEW G3788M114 25,190 1,548,210 SH   SOLE 1,548,210 0 0
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FACEBOOK INC CL A 30303M102 377,124 3,300,000 SH   SOLE 3,300,000 0 0
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FEDEX CORP COM 31428X106 43,257 285,000 SH   SOLE 285,000 0 0
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FRANKLIN LTD DURATION INC TR COM 35472T101 290 25,000 SH   SOLE 25,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 7,798 700,000 SH   SOLE 700,000 0 0
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GERON CORP COM 374163103 2,332 870,000 SH   SOLE 870,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 8,710 190,500 SH   SOLE 190,500 0 0
GILEAD SCIENCES INC COM 375558103 180,187 2,160,000 SH   SOLE 2,160,000 0 0
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GRAMERCY PPTY TR COM 385002100 15,571 1,688,822 SH   SOLE 1,688,822 0 0
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GROUP 1 AUTOMOTIVE INC COM 398905109 938 19,000 SH   SOLE 19,000 0 0
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GSV CAP CORP COM 36191J101 7,530 1,500,000 SH   SOLE 1,500,000 0 0
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HESS CORP COM 42809H107 12,621 210,000 SH   SOLE 210,000 0 0
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HP INC COM 40434L105 5,818 463,600 SH   SOLE 463,600 0 0
HSN INC COM 404303109 20,551 420,000 SH   SOLE 420,000 0 0
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IAC INTERACTIVECORP COM 44919P508 30,402 540,000 SH   SOLE 540,000 0 0
ICICI BK LTD ADR 45104G104 1,801 250,828 SH   SOLE 250,828 0 0
IDACORP INC COM 451107106 1,627 20,000 SH   SOLE 20,000 0 0
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ION GEOPHYSICAL CORP COM NEW 462044207 129 20,666 SH   SOLE 20,666 0 0
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ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 9,880 1,046,635 SH   SOLE 1,046,635 0 0
IXIA COM 45071R109 2,553 260,000 SH   SOLE 260,000 0 0
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JD COM INC SPON ADR CL A 47215P106 9,927 467,598 SH   SOLE 467,598 0 0
JETBLUE AIRWAYS CORP COM 477143101 48,024 2,900,000 SH   SOLE 2,900,000 0 0
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KLX INC COM 482539103 5,813 187,500 SH   SOLE 187,500 0 0
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LIONS GATE ENTMNT CORP COM NEW 535919203 8,901 440,000 SH   SOLE 440,000 0 0
LITHIA MTRS INC CL A 536797103 15,920 224,000 SH   SOLE 224,000 0 0
LKQ CORP COM 501889208 19,813 625,000 SH   SOLE 625,000 0 0
LLOYDS BANKING GROUP PLC SDCV 7.500%12/3 539439AG4 2,933 3,000,000 SH   SOLE 3,000,000 0 0
LOCKHEED MARTIN CORP COM 539830109 69,487 280,000 SH   SOLE 280,000 0 0
LOWES COS INC COM 548661107 13,799 174,300 SH   SOLE 174,300 0 0
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LYON WILLIAM HOMES CL A NEW 552074700 967 60,000 SH   SOLE 60,000 0 0
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MACERICH CO COM 554382101 427 5,000 SH   SOLE 5,000 0 0
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MACYS INC COM 55616P104 3,781 112,500 SH   SOLE 112,500 0 0
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MARATHON OIL CORP COM 565849106 10,682 711,644 SH   SOLE 711,644 0 0
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MARSH & MCLENNAN COS INC COM 571748102 23,345 341,000 SH   SOLE 341,000 0 0
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MASTEC INC COM 576323109 8,928 400,000 SH   SOLE 400,000 0 0
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MATCH GROUP INC COM 57665R106 151 10,000 SH   SOLE 10,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 12,800 120,000 SH   SOLE 120,000 0 0
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MELLANOX TECHNOLOGIES LTD SHS M51363113 2,878 60,000 SH   SOLE 60,000 0 0
MENTOR GRAPHICS CORP COM 587200106 3,295 155,000 SH   SOLE 155,000 0 0
MERCADOLIBRE INC COM 58733R102 10,758 76,477 SH   SOLE 76,477 0 0
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MERCK & CO INC COM 58933Y105 218,918 3,800,000 SH   SOLE 3,800,000 0 0
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METLIFE INC COM 59156R108 59,148 1,485,000 SH   SOLE 1,485,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 15,989 315,000 SH   SOLE 315,000 0 0
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MICROSEMI CORP COM 595137100 9,804 300,000 SH   SOLE 300,000 0 0
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MICROSTRATEGY INC CL A NEW 594972408 2,625 15,000 SH   SOLE 15,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 12,592 118,350 SH   SOLE 118,350 0 0
MIDDLESEX WATER CO COM 596680108 1,301 30,000 SH   SOLE 30,000 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 1,392 168,077 SH   SOLE 168,077 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 9,228 200,000 SH   SOLE 200,000 0 0
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MONDELEZ INTL INC CL A 609207105 48,385 1,063,163 SH   SOLE 1,063,163 0 0
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MONRO MUFFLER BRAKE INC COM 610236101 953 15,000 SH   SOLE 15,000 0 0
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MORGAN STANLEY COM NEW 617446448 37,671 1,450,000 SH   SOLE 1,450,000 0 0
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MSCI INC COM 55354G100 3,856 50,000 SH   SOLE 50,000 0 0
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MYLAN N V SHS EURO N59465109 43,381 1,003,255 SH   SOLE 1,003,255 0 0
NABORS INDUSTRIES LTD SHS G6359F103 4,221 420,000 SH   SOLE 420,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 9,443 610,000 SH   SOLE 610,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 2,958 52,000 SH   SOLE 52,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 11,778 350,000 SH   SOLE 350,000 0 0
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NETFLIX INC COM 64110L106 26,529 290,000 SH   SOLE 290,000 0 0
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NEW HOME CO INC COM 645370107 716 75,000 SH   SOLE 75,000 0 0
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NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 6,123 146,221 SH   SOLE 146,221 0 0
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NEW SR INVT GROUP INC COM 648691103 2,617 245,000 SH   SOLE 245,000 0 0
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NIC INC COM 62914B100 10,092 460,000 SH   SOLE 460,000 0 0
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NII HLDGS INC COM PAR $0.001 62913F508 277 86,945 SH   SOLE 86,945 0 0
NIKE INC CL B 654106103 67,068 1,215,000 SH   SOLE 1,215,000 0 0
NISOURCE INC COM 65473P105 4,111 155,000 SH   SOLE 155,000 0 0
NOBLE CORP PLC SHS USD G65431101 2,390 290,000 SH   SOLE 290,000 0 0
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OGE ENERGY CORP COM 670837103 3,275 100,000 SH   SOLE 100,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 15,078 250,000 SH   SOLE 250,000 0 0
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OMEGA HEALTHCARE INVS INC COM 681936100 4,736 139,500 SH   SOLE 139,500 0 0
OMNICOM GROUP INC COM 681919106 11,409 140,000 SH   SOLE 140,000 0 0
ONEOK INC NEW COM 682680103 61,685 1,300,000 SH   SOLE 1,300,000 0 0
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OPHTHOTECH CORP COM 683745103 893 17,500 SH   SOLE 17,500 0 0
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OSI SYSTEMS INC COM 671044105 5,522 95,000 SH   SOLE 95,000 0 0
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P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 27,915 454,200 SH   SOLE 454,200 0 0
PACKAGING CORP AMER COM 695156109 3,681 55,000 SH   SOLE 55,000 0 0
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PHILIP MORRIS INTL INC COM 718172109 173,026 1,701,000 SH   SOLE 1,701,000 0 0
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PHILLIPS 66 COM 718546104 17,058 215,000 SH   SOLE 215,000 0 0
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PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,125 77,300 SH   SOLE 77,300 0 0
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PTC INC COM 69370C100 77,039 2,050,000 SH   SOLE 2,050,000 0 0
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QUALCOMM INC COM 747525103 94,283 1,760,000 SH   SOLE 1,760,000 0 0
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SEQUENTIAL BRNDS GROUP INC N COM 81734P107 11,006 1,379,200 SH   SOLE 1,379,200 0 0
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STEELCASE INC CL A 858155203 909 67,000 SH   SOLE 67,000 0 0
STERICYCLE INC COM 858912108 8,330 80,000 SH   SOLE 80,000 0 0
STIFEL FINL CORP COM 860630102 18,870 600,000 SH   SOLE 600,000 0 0
STRATASYS LTD SHS M85548101 20,601 900,000 SH   SOLE 900,000 0 0
STRYKER CORP COM 863667101 5,392 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 910 548,000 SH   SOLE 548,000 0 0
SUMMIT MATLS INC CL A 86614U100 9,730 475,600 SH   SOLE 475,600 0 0
SUN CMNTYS INC COM 866674104 13,029 170,000 SH   SOLE 170,000 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 2,809 97,700 SH   SOLE 97,700 0 0
SUNOCO LP COM U REP LP 86765K109 2,342 78,200 SH   SOLE 78,200 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 520 43,084 SH   SOLE 43,084 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 2,762 150,000 SH   SOLE 150,000 0 0
SVB FINL GROUP COM 78486Q101 9,040 95,000 SH   SOLE 95,000 0 0
SWIFT TRANSN CO CL A 87074U101 154 10,000 SH   SOLE 10,000 0 0
SYMANTEC CORP COM 871503108 4,930 240,000 SH   SOLE 240,000 0 0
SYNCHRONY FINL COM 87165B103 55,607 2,199,648 SH   SOLE 2,199,648 0 0
SYNOPSYS INC COM 871607107 9,734 180,000 SH   SOLE 180,000 0 0
SYSCO CORP COM 871829107 16,896 333,000 SH   SOLE 333,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 101,128 3,855,411 SH   SOLE 3,855,411 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,081 28,500 SH   SOLE 28,500 0 0
TAL ED GROUP ADS REPSTG COM 874080104 4,764 76,775 SH   SOLE 76,775 0 0
TAL INTL GROUP INC COM 874083108 17,969 1,340,000 SH   SOLE 1,340,000 0 0
TALEN ENERGY CORP COM 87422J105 407 30,000 SH   SOLE 30,000 0 0
TARGET CORP COM 87612E106 24,778 354,880 SH   SOLE 354,880 0 0
TASER INTL INC COM 87651B104 39,808 1,600,000 SH   SOLE 1,600,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,889 83,315 SH   SOLE 83,315 0 0
TAUBMAN CTRS INC COM 876664103 1,261 17,000 SH   SOLE 17,000 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 816 55,000 SH   SOLE 55,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 23,186 406,000 SH   SOLE 406,000 0 0
TECO ENERGY INC COM 872375100 829 30,000 SH   SOLE 30,000 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 229 12,500 SH   SOLE 12,500 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 9,129 671,245 SH   SOLE 671,245 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 55,626 2,012,500 SH   SOLE 2,012,500 0 0
TERRENO RLTY CORP COM 88146M101 4,657 180,000 SH   SOLE 180,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 31,399 625,100 SH   SOLE 625,100 0 0
TEXAS INSTRS INC COM 882508104 43,542 695,000 SH   SOLE 695,000 0 0
TEXTRON INC COM 883203101 7,312 200,000 SH   SOLE 200,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 3,641 160,459 SH   SOLE 160,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,560 85,000 SH   SOLE 85,000 0 0
THOR INDS INC COM 885160101 4,532 70,000 SH   SOLE 70,000 0 0
TIME WARNER INC COM NEW 887317303 41,918 570,000 SH   SOLE 570,000 0 0
TITAN INTL INC ILL COM 88830M102 3,844 620,000 SH   SOLE 620,000 0 0
TIVO INC COM 888706108 2,970 300,000 SH   SOLE 300,000 0 0
TJX COS INC NEW COM 872540109 30,120 390,000 SH   SOLE 390,000 0 0
TOLL BROTHERS INC COM 889478103 60,413 2,245,000 SH   SOLE 2,245,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 3,624 94,069 SH   SOLE 94,069 0 0
TOTAL SYS SVCS INC COM 891906109 6,687 125,900 SH   SOLE 125,900 0 0
TPG SPECIALTY LENDING INC COM 87265K102 122,350 7,366,063 SH   SOLE 7,366,063 0 0
TRACTOR SUPPLY CO COM 892356106 6,383 70,000 SH   SOLE 70,000 0 0
TRANSGLOBE ENERGY CORP COM 893662106 42 22,907 SH   SOLE 22,907 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,735 230,000 SH   SOLE 230,000 0 0
TRAVELCENTERS AMER LLC COM 894174101 12,077 1,480,000 SH   SOLE 1,480,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 18,641 156,595 SH   SOLE 156,595 0 0
TREX CO INC COM 89531P105 18,462 411,000 SH   SOLE 411,000 0 0
TRI POINTE GROUP INC COM 87265H109 4,176 353,336 SH   SOLE 353,336 0 0
TRINITY INDS INC COM 896522109 13,463 725,000 SH   SOLE 725,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 24,850 700,000 SH   SOLE 700,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 54 11,600 SH   SOLE 11,600 0 0
TUPPERWARE BRANDS CORP COM 899896104 5,853 104,000 SH   SOLE 104,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 29,755 1,100,000 SH   SOLE 1,100,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 5,450 200,000 SH   SOLE 200,000 0 0
TWITTER INC COM 90184L102 10,146 600,000 SH   SOLE 600,000 0 0
TYCO INTL PLC SHS G91442106 11,502 270,000 SH   SOLE 270,000 0 0
U S G CORP COM NEW 903293405 2,696 100,000 SH   SOLE 100,000 0 0
UCP INC CL A 90265Y106 510 63,534 SH   SOLE 63,534 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 8,332 34,200 SH   SOLE 34,200 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,138 200,000 SH   SOLE 200,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 460 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 3,116 277,000 SH   SOLE 277,000 0 0
UNDER ARMOUR INC CL C 904311206 51,352 1,410,782 SH   SOLE 1,410,782 0 0
UNION PAC CORP COM 907818108 31,846 365,000 SH   SOLE 365,000 0 0
UNITED CONTL HLDGS INC COM 910047109 56,430 1,375,000 SH   SOLE 1,375,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 486 244,000 SH   SOLE 244,000 0 0
UNITED NAT FOODS INC COM 911163103 5,148 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 66,248 615,000 SH   SOLE 615,000 0 0
UNITED RENTALS INC COM 911363109 21,472 320,000 SH   SOLE 320,000 0 0
UNITED STATES STL CORP NEW COM 912909108 337 20,000 SH   SOLE 20,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 111,780 1,090,000 SH   SOLE 1,090,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 52,926 374,828 SH   SOLE 374,828 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 29,696 438,000 SH   SOLE 438,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,717 65,000 SH   SOLE 65,000 0 0
URBAN EDGE PPTYS COM 91704F104 948 31,750 SH   SOLE 31,750 0 0
URBAN OUTFITTERS INC COM 917047102 1,829 66,500 SH   SOLE 66,500 0 0
US BANCORP DEL COM NEW 902973304 38,946 965,671 SH   SOLE 965,671 0 0
VALE S A ADR 91912E105 4,098 809,972 SH   SOLE 809,972 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 403 20,000 SH   SOLE 20,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 9,945 195,000 SH   SOLE 195,000 0 0
VALSPAR CORP COM 920355104 3,781 35,000 SH   SOLE 35,000 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 2,446 140,400 SH   SOLE 140,400 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 3,040 71,738 SH   SOLE 71,738 0 0
VANGUARD INDEX FDS REIT ETF 922908553 63,106 711,700 SH   SOLE 711,700 0 0
VECTREN CORP COM 92240G101 1,053 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 600 76,200 SH   SOLE 76,200 0 0
VENTAS INC COM 92276F100 20,951 287,700 SH   SOLE 287,700 0 0
VEREIT INC COM 92339V100 3,549 350,000 SH   SOLE 350,000 0 0
VERIFONE SYS INC COM 92342Y109 2,086 112,500 SH   SOLE 112,500 0 0
VERISIGN INC COM 92343E102 8,862 102,500 SH   SOLE 102,500 0 0
VERISK ANALYTICS INC COM 92345Y106 6,081 75,000 SH   SOLE 75,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 246,616 4,416,468 SH   SOLE 4,416,468 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 21,505 250,000 SH   SOLE 250,000 0 0
VIACOM INC NEW CL B 92553P201 40,641 980,000 SH   SOLE 980,000 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 160 41,200 SH   SOLE 41,200 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 349 31,189 SH   SOLE 31,189 0 0
VISA INC COM CL A 92826C839 203,226 2,740,000 SH   SOLE 2,740,000 0 0
VISTA OUTDOOR INC COM 928377100 2,148 45,000 SH   SOLE 45,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 6,257 62,500 SH   SOLE 62,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 36,372 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 101,060 1,384,000 SH   SOLE 1,384,000 0 0
WASTE MGMT INC DEL COM 94106L109 13,254 200,000 SH   SOLE 200,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 26,800 460,000 SH   SOLE 460,000 0 0
WAYFAIR INC CL A 94419L101 27,612 708,000 SH   SOLE 708,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 2,366 140,000 SH   SOLE 140,000 0 0
WEB COM GROUP INC COM 94733A104 2,182 120,000 SH   SOLE 120,000 0 0
WEC ENERGY GROUP INC COM 92939U106 9,952 152,400 SH   SOLE 152,400 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 18,027 1,550,000 SH   SOLE 1,550,000 0 0
WELLS FARGO & CO NEW COM 949746101 316,590 6,689,000 SH   SOLE 6,689,000 0 0
WELLS FARGO MULTI SECTOR INC WF MLT SECTR INC 94987D101 759 60,000 SH   SOLE 60,000 0 0
WELLTOWER INC COM 95040Q104 24,984 328,000 SH   SOLE 328,000 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 738 55,000 SH   SOLE 55,000 0 0
WESTERN ASSET HGH YLD DFNDFD COM 95768B107 5,212 347,000 SH   SOLE 347,000 0 0
WESTERN DIGITAL CORP COM 958102105 9,604 203,209 SH   SOLE 203,209 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 3,145 62,400 SH   SOLE 62,400 0 0
WESTROCK CO COM 96145D105 40,814 1,050,000 SH   SOLE 1,050,000 0 0
WEYERHAEUSER CO COM 962166104 59,624 2,002,830 SH   SOLE 2,002,830 0 0
WGL HLDGS INC COM 92924F106 1,770 25,000 SH   SOLE 25,000 0 0
WHEELER REAL ESTATE INVT TR COM 963025101 246 160,000 SH   SOLE 160,000 0 0
WHIRLPOOL CORP COM 963320106 7,874 47,250 SH   SOLE 47,250 0 0
WHITESTONE REIT COM 966084204 7,035 466,500 SH   SOLE 466,500 0 0
WHOLE FOODS MKT INC COM 966837106 5,123 160,000 SH   SOLE 160,000 0 0
WILLIAMS COS INC DEL COM 969457100 12,221 565,000 SH   SOLE 565,000 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 1,240 100,300 SH   SOLE 100,300 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 85,901 1,700,000 SH   SOLE 1,700,000 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 316 11,700 SH   SOLE 11,700 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 3,314 180,000 SH   SOLE 180,000 0 0
WP GLIMCHER IN COM 92939N102 1,535 137,188 SH   SOLE 137,188 0 0
WPX ENERGY INC COM 98212B103 1,722 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 8,619 121,000 SH   SOLE 121,000 0 0
XCEL BRANDS INC COM NEW 98400M101 2,523 501,619 SH   SOLE 501,619 0 0
XCEL ENERGY INC COM 98389B100 11,643 260,000 SH   SOLE 260,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 385 65,000 SH   SOLE 65,000 0 0
XL GROUP PLC SHS G98290102 9,327 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 7,146 410,000 SH   SOLE 410,000 0 0
YAHOO INC COM 984332106 52,584 1,400,000 SH   SOLE 1,400,000 0 0
YANDEX N V SHS CLASS A N97284108 9,944 455,117 SH   SOLE 455,117 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 9,919 516,600 SH   SOLE 516,600 0 0
YUM BRANDS INC COM 988498101 9,370 113,000 SH   SOLE 113,000 0 0
ZAIS FINL CORP COM 98886K108 2,043 149,000 SH   SOLE 149,000 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 6,559 240,000 SH   SOLE 240,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 8,487 70,500 SH   SOLE 70,500 0 0
ZOETIS INC CL A 98978V103 63,275 1,333,234 SH   SOLE 1,333,234 0 0
ZYNGA INC CL A 98986T108 5,714 2,294,800 SH   SOLE 2,294,800 0 0