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
3M CO COM 88579Y101 42,870 224,065 SH   SOLE   224,065 0 0
ABBOTT LABS COM 002824100 161,097 3,627,488 SH   SOLE   3,627,488 0 0
ABBVIE INC COM 00287Y109 142,253 2,183,132 SH   SOLE   2,183,132 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 9,750 1,950,000 SH   SOLE   1,950,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 15,260 350,000 SH   SOLE   350,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 88,244 736,100 SH   SOLE   736,100 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 13,419 450,000 SH   SOLE   450,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 86,493 1,734,722 SH   SOLE   1,734,722 0 0
ACUITY BRANDS INC COM 00508Y102 2,895 14,193 SH   SOLE   14,193 0 0
ACUSHNET HOLDINGS CORP COM 005098108 4,674 270,508 SH   SOLE   270,508 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 2,666 483,901 SH   SOLE   483,901 0 0
ADOBE SYS INC COM 00724F101 93,294 716,928 SH   SOLE   716,928 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 15,819 106,700 SH   SOLE   106,700 0 0
ADVANCED ACCELERATOR APPLIC SPONSORED ADS 00790T100 24,913 625,000 SH   SOLE   625,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 14,136 971,523 SH   SOLE   971,523 0 0
ADVANSIX INC COM 00773T101 1,981 72,516 SH   SOLE   72,516 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 1,651 250,000 SH   SOLE   250,000 0 0
ADVAXIS INC COM NEW 007624208 48,525 5,939,366 SH   SOLE   5,939,366 0 0
AERCAP HOLDINGS NV SHS N00985106 18,257 397,161 SH   SOLE   397,161 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 95,235 2,100,000 SH   SOLE   2,100,000 0 0
AES CORP COM 00130H105 10,571 945,544 SH   SOLE   945,544 0 0
AETNA INC NEW COM 00817Y108 83,998 658,546 SH   SOLE   658,546 0 0
AEVI GENOMIC MEDICINE INC COM 00835P105 2,046 1,100,000 SH   SOLE   1,100,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 14,037 85,625 SH   SOLE   85,625 0 0
AFLAC INC COM 001055102 42,454 586,222 SH   SOLE   586,222 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 26,976 1,241,400 SH   SOLE   1,241,400 0 0
AIR PRODS & CHEMS INC COM 009158106 49,548 366,239 SH   SOLE   366,239 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 14,704 246,300 SH   SOLE   246,300 0 0
ALASKA AIR GROUP INC COM 011659109 16,083 174,400 SH   SOLE   174,400 0 0
ALCOA CORP COM 013872106 37,840 1,100,000 SH   SOLE   1,100,000 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 2,375 475,000 SH   SOLE   475,000 0 0
ALERE INC PERP PFD CONV SE 01449J204 24,516 74,743 SH   SOLE   74,743 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 14,091 127,500 SH   SOLE   127,500 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 28,055 231,402 SH   SOLE   231,402 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 62,002 575,000 SH   SOLE   575,000 0 0
ALKERMES PLC SHS G01767105 8,775 150,000 SH   SOLE   150,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 26,112 344,934 SH   SOLE   344,934 0 0
ALLERGAN PLC SHS G0177J108 83,821 350,833 SH   SOLE   350,833 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 20,119 80,800 SH   SOLE   80,800 0 0
ALLIANT ENERGY CORP COM 018802108 12,406 313,206 SH   SOLE   313,206 0 0
ALLSTATE CORP COM 020002101 43,035 528,096 SH   SOLE   528,096 0 0
ALPHABET INC CAP STK CL A 02079K305 318,017 375,109 SH   SOLE   375,109 0 0
ALPHABET INC CAP STK CL C 02079K107 324,035 390,611 SH   SOLE   390,611 0 0
ALTRIA GROUP INC COM 02209S103 175,807 2,461,600 SH   SOLE   2,461,600 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 3,200 1,000,000 SH   SOLE   1,000,000 0 0
AMAZON COM INC COM 023135106 507,618 572,583 SH   SOLE   572,583 0 0
AMEDISYS INC COM 023436108 17,882 350,000 SH   SOLE   350,000 0 0
AMEREN CORP COM 023608102 5,002 91,633 SH   SOLE   91,633 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 106,930 2,527,885 SH   SOLE   2,527,885 0 0
AMERICAN ELEC PWR INC COM 025537101 47,628 709,484 SH   SOLE   709,484 0 0
AMERICAN EXPRESS CO COM 025816109 94,323 1,192,300 SH   SOLE   1,192,300 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 84,003 1,345,560 SH   SOLE   1,345,560 0 0
AMERICAN TOWER CORP NEW COM 03027X100 147,898 1,216,863 SH   SOLE   1,216,863 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 20,026 257,500 SH   SOLE   257,500 0 0
AMERIPRISE FINL INC COM 03076C106 28,966 223,367 SH   SOLE   223,367 0 0
AMERISOURCEBERGEN CORP COM 03073E105 25,532 288,500 SH   SOLE   288,500 0 0
AMETEK INC NEW COM 031100100 9,669 178,794 SH   SOLE   178,794 0 0
AMGEN INC COM 031162100 162,283 989,109 SH   SOLE   989,109 0 0
AMPHENOL CORP NEW CL A 032095101 29,448 413,776 SH   SOLE   413,776 0 0
ANADARKO PETE CORP COM 032511107 405,754 6,544,414 SH   SOLE   6,544,414 0 0
ANALOG DEVICES INC COM 032654105 40,810 497,984 SH   SOLE   497,984 0 0
ANAPTYSBIO INC COM 032724106 6,799 245,000 SH   SOLE   245,000 0 0
ANNALY CAP MGMT INC COM 035710409 1,667 150,000 SH   SOLE   150,000 0 0
ANTHEM INC COM 036752103 79,265 479,293 SH   SOLE   479,293 0 0
AON PLC SHS CL A G0408V102 44,968 378,871 SH   SOLE   378,871 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 9,801 220,998 SH   SOLE   220,998 0 0
APPLE INC COM 037833100 1,120,254 7,797,952 SH   SOLE   7,797,952 0 0
APPLIED MATLS INC COM 038222105 78,338 2,013,832 SH   SOLE   2,013,832 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 9,903 215,092 SH   SOLE   215,092 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 29,933 650,000 SH   SOLE   650,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 13,773 229,173 SH   SOLE   229,173 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 54,898 443,404 SH   SOLE   443,404 0 0
ASSURANT INC COM 04621X108 8,126 84,940 SH   SOLE   84,940 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 3,114 100,000 SH   SOLE   100,000 0 0
AT&T INC COM 00206R102 345,512 8,315,575 SH   SOLE   8,315,575 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 3,678 179,000 SH   SOLE   179,000 0 0
AUDENTES THERAPEUTICS INC COM 05070R104 10,437 612,511 SH   SOLE   612,511 0 0
AUTODESK INC COM 052769106 11,362 131,400 SH   SOLE   131,400 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 37,557 366,800 SH   SOLE   366,800 0 0
AUTOZONE INC COM 053332102 30,017 41,515 SH   SOLE   41,515 0 0
AVALONBAY CMNTYS INC COM 053484101 36,460 198,582 SH   SOLE   198,582 0 0
AVANGRID INC COM 05351W103 32,055 750,000 SH   SOLE   750,000 0 0
AVERY DENNISON CORP COM 053611109 79,695 988,770 SH   SOLE   988,770 0 0
AVEXIS INC COM 05366U100 61,729 811,906 SH   SOLE   811,906 0 0
AXALTA COATING SYS LTD COM G0750C108 34,026 1,056,698 SH   SOLE   1,056,698 0 0
B/E AEROSPACE INC COM 073302101 92,250 1,438,931 SH   SOLE   1,438,931 0 0
BAKER HUGHES INC COM 057224107 35,994 601,702 SH   SOLE   601,702 0 0
BALL CORP COM 058498106 18,298 246,400 SH   SOLE   246,400 0 0
BANK AMER CORP COM 060505104 361,358 15,318,286 SH   SOLE   15,318,286 0 0
BANK NEW YORK MELLON CORP COM 064058100 66,165 1,400,900 SH   SOLE   1,400,900 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 1,596 50,000 SH   SOLE   50,000 0 0
BARRICK GOLD CORP COM 067901108 88,628 4,667,062 SH   SOLE   4,667,062 0 0
BAXTER INTL INC COM 071813109 21,913 422,546 SH   SOLE   422,546 0 0
BEACON ROOFING SUPPLY INC COM 073685109 44,616 907,559 SH   SOLE   907,559 0 0
BECTON DICKINSON & CO COM 075887109 21,327 116,264 SH   SOLE   116,264 0 0
BED BATH & BEYOND INC COM 075896100 6,921 175,381 SH   SOLE   175,381 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 457,649 2,745,677 SH   SOLE   2,745,677 0 0
BEST BUY INC COM 086516101 18,952 385,600 SH   SOLE   385,600 0 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 1,425 750,000 SH   SOLE   750,000 0 0
BIOGEN INC COM 09062X103 76,130 278,435 SH   SOLE   278,435 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 59,076 673,000 SH   SOLE   673,000 0 0
BLACK HILLS CORP COM 092113109 87,090 1,310,210 SH   SOLE   1,310,210 0 0
BLACKROCK INC COM 09247X101 72,974 190,280 SH   SOLE   190,280 0 0
BLOCK H & R INC COM 093671105 6,817 293,200 SH   SOLE   293,200 0 0
BLOOMIN BRANDS INC COM 094235108 9,865 500,000 SH   SOLE   500,000 0 0
BLUELINX HLDGS INC COM NEW 09624H208 1,240 136,300 SH   SOLE   136,300 0 0
BOEING CO COM 097023105 179,450 1,014,644 SH   SOLE   1,014,644 0 0
BOISE CASCADE CO DEL COM 09739D100 217 8,144 SH   SOLE   8,144 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 119,092 3,365,139 SH   SOLE   3,365,139 0 0
BOSTON PROPERTIES INC COM 101121101 29,310 221,356 SH   SOLE   221,356 0 0
BOSTON SCIENTIFIC CORP COM 101137107 124,396 5,001,862 SH   SOLE   5,001,862 0 0
BRASKEM S A SP ADR PFD A 105532105 8,524 418,893 SH   SOLE   418,893 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 77,115 1,418,084 SH   SOLE   1,418,084 0 0
BROADCOM LTD SHS Y09827109 124,876 570,314 SH   SOLE   570,314 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 1,174 75,000 SH   SOLE   75,000 0 0
BURLINGTON STORES INC COM 122017106 119,842 1,231,804 SH   SOLE   1,231,804 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 7,621 98,600 SH   SOLE   98,600 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 33,536 437,748 SH   SOLE   437,748 0 0
CABOT OIL & GAS CORP COM 127097103 10,984 459,400 SH   SOLE   459,400 0 0
CACI INTL INC CL A 127190304 5,382 45,885 SH   SOLE   45,885 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 510 33,894 SH   SOLE   33,894 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 47,619 4,122,873 SH   SOLE   4,122,873 0 0
CALLON PETE CO DEL COM 13123X102 16,792 1,275,970 SH   SOLE   1,275,970 0 0
CAMECO CORP COM 13321L108 80,356 7,258,939 SH   SOLE   7,258,939 0 0
CAMPBELL SOUP CO COM 134429109 2,762 48,254 SH   SOLE   48,254 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 26,040 1,632,700 SH   SOLE   1,632,700 0 0
CANADIAN NATL RY CO COM 136375102 5,545 75,000 SH   SOLE   75,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 63,269 730,082 SH   SOLE   730,082 0 0
CARDINAL HEALTH INC COM 14149Y108 37,497 459,800 SH   SOLE   459,800 0 0
CARMAX INC COM 143130102 10,211 172,428 SH   SOLE   172,428 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 35,034 594,700 SH   SOLE   594,700 0 0
CATERPILLAR INC DEL COM 149123101 78,632 847,688 SH   SOLE   847,688 0 0
CAVIUM INC COM 14964U108 59,440 829,472 SH   SOLE   829,472 0 0
CBOE HLDGS INC COM 12503M108 10,823 133,500 SH   SOLE   133,500 0 0
CBRE GROUP INC CL A 12504L109 14,751 424,000 SH   SOLE   424,000 0 0
CDK GLOBAL INC COM 12508E101 13,652 210,000 SH   SOLE   210,000 0 0
CELGENE CORP COM 151020104 175,580 1,411,074 SH   SOLE   1,411,074 0 0
CENOVUS ENERGY INC COM 15135U109 19,805 1,750,000 SH   SOLE   1,750,000 0 0
CENTENE CORP DEL COM 15135B101 31,782 446,000 SH   SOLE   446,000 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 1,363 74,792 SH   SOLE   74,792 0 0
CENTERPOINT ENERGY INC COM 15189T107 17,129 621,300 SH   SOLE   621,300 0 0
CENTURYLINK INC COM 156700106 2,780 117,966 SH   SOLE   117,966 0 0
CERNER CORP COM 156782104 7,087 120,420 SH   SOLE   120,420 0 0
CF INDS HLDGS INC COM 125269100 265,409 9,042,882 SH   SOLE   9,042,882 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 127,322 388,984 SH   SOLE   388,984 0 0
CHEMOURS CO COM 163851108 163,252 4,240,315 SH   SOLE   4,240,315 0 0
CHENIERE ENERGY INC COM NEW 16411R208 25,999 550,000 SH   SOLE   550,000 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 94,038 3,850,866 SH   SOLE   3,850,866 0 0
CHESAPEAKE UTILS CORP COM 165303108 20,760 300,000 SH   SOLE   300,000 0 0
CHEVRON CORP NEW COM 166764100 293,729 2,735,668 SH   SOLE   2,735,668 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 18,261 40,989 SH   SOLE   40,989 0 0
CHUBB LIMITED COM H1467J104 63,151 463,497 SH   SOLE   463,497 0 0
CIGNA CORPORATION COM 125509109 58,107 396,663 SH   SOLE   396,663 0 0
CIMAREX ENERGY CO COM 171798101 43,082 360,545 SH   SOLE   360,545 0 0
CINCINNATI FINL CORP COM 172062101 15,358 212,508 SH   SOLE   212,508 0 0
CINTAS CORP COM 172908105 15,488 122,400 SH   SOLE   122,400 0 0
CISCO SYS INC COM 17275R102 244,106 7,222,062 SH   SOLE   7,222,062 0 0
CITIGROUP INC COM NEW 172967424 274,962 4,596,488 SH   SOLE   4,596,488 0 0
CITRIX SYS INC COM 177376100 42,496 509,600 SH   SOLE   509,600 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 1,247 157,000 SH   SOLE   157,000 0 0
CME GROUP INC COM 12572Q105 57,895 487,331 SH   SOLE   487,331 0 0
CMS ENERGY CORP COM 125896100 18,267 408,300 SH   SOLE   408,300 0 0
COACH INC COM 189754104 36,332 879,059 SH   SOLE   879,059 0 0
COBALT INTL ENERGY INC COM 19075F106 3,643 6,829,393 SH   SOLE   6,829,393 0 0
COCA COLA CO COM 191216100 225,313 5,308,982 SH   SOLE   5,308,982 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 4,523 120,000 SH   SOLE   120,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 52,788 886,900 SH   SOLE   886,900 0 0
COLGATE PALMOLIVE CO COM 194162103 86,673 1,184,220 SH   SOLE   1,184,220 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 45,134 1,818,460 SH   SOLE   1,818,460 0 0
COMCAST CORP NEW CL A 20030N101 182,315 4,850,098 SH   SOLE   4,850,098 0 0
COMERICA INC COM 200340107 67,284 981,096 SH   SOLE   981,096 0 0
COMMSCOPE HLDG CO INC COM 20337X109 16,684 400,000 SH   SOLE   400,000 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 560 37,974 SH   SOLE   37,974 0 0
CONAGRA BRANDS INC COM 205887102 87,808 2,176,695 SH   SOLE   2,176,695 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 8,530 500,000 SH   SOLE   500,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 35,727 220,444 SH   SOLE   220,444 0 0
CONSTELLIUM NV CL A N22035104 16,568 2,548,905 SH   SOLE   2,548,905 0 0
CONTRAFECT CORP COM 212326102 4,500 2,500,000 SH   SOLE   2,500,000 0 0
CONYERS PK ACQUISITION UNIT 99/99/99991 212894208 8,415 750,000 SH   SOLE   750,000 0 0
COOPER COS INC COM NEW 216648402 26,006 130,100 SH   SOLE   130,100 0 0
CORECIVIC INC COM 21871N101 11,546 367,469 SH   SOLE   367,469 0 0
CORNING INC COM 219350105 28,612 1,059,721 SH   SOLE   1,059,721 0 0
COSTCO WHSL CORP NEW COM 22160K105 99,117 591,071 SH   SOLE   591,071 0 0
COTY INC COM CL A 222070203 33,951 1,872,644 SH   SOLE   1,872,644 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 75,131 795,457 SH   SOLE   795,457 0 0
CROWN HOLDINGS INC COM 228368106 149,672 2,826,675 SH   SOLE   2,826,675 0 0
CSRA INC COM 12650T104 7,031 240,058 SH   SOLE   240,058 0 0
CSX CORP COM 126408103 52,907 1,136,568 SH   SOLE   1,136,568 0 0
CUBIC CORP COM 229669106 741 14,036 SH   SOLE   14,036 0 0
CUMMINS INC COM 231021106 20,219 133,724 SH   SOLE   133,724 0 0
CURIS INC COM 231269101 2,891 1,040,000 SH   SOLE   1,040,000 0 0
CVS HEALTH CORP COM 126650100 99,124 1,262,732 SH   SOLE   1,262,732 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 7,912 1,840,044 SH   SOLE   1,840,044 0 0
D R HORTON INC COM 23331A109 14,923 448,000 SH   SOLE   448,000 0 0
DANAHER CORP DEL COM 235851102 54,042 631,844 SH   SOLE   631,844 0 0
DARDEN RESTAURANTS INC COM 237194105 14,840 177,359 SH   SOLE   177,359 0 0
DECKERS OUTDOOR CORP COM 243537107 17,919 300,000 SH   SOLE   300,000 0 0
DEERE & CO COM 244199105 258,750 2,376,910 SH   SOLE   2,376,910 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 19,284 300,941 SH   SOLE   300,941 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 30,908 384,000 SH   SOLE   384,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 102,603 2,232,448 SH   SOLE   2,232,448 0 0
DENTSPLY SIRONA INC COM 24906P109 8,929 143,000 SH   SOLE   143,000 0 0
DIEBOLD NXDF INC COM 253651103 23,793 775,000 SH   SOLE   775,000 0 0
DIGITAL RLTY TR INC COM 253868103 24,246 227,900 SH   SOLE   227,900 0 0
DISCOVER FINL SVCS COM 254709108 22,538 329,558 SH   SOLE   329,558 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 8,956 316,356 SH   SOLE   316,356 0 0
DISH NETWORK CORP CL A 25470M109 75,848 1,194,637 SH   SOLE   1,194,637 0 0
DISNEY WALT CO COM DISNEY 254687106 295,260 2,603,929 SH   SOLE   2,603,929 0 0
DOLLAR GEN CORP NEW COM 256677105 5,120 73,419 SH   SOLE   73,419 0 0
DOLLAR TREE INC COM 256746108 310,854 3,961,945 SH   SOLE   3,961,945 0 0
DOVER CORP COM 260003108 63,944 795,822 SH   SOLE   795,822 0 0
DOW CHEM CO COM 260543103 106,511 1,676,285 SH   SOLE   1,676,285 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 60,846 621,386 SH   SOLE   621,386 0 0
DRIVE SHACK INC COM 262077100 1,245 300,000 SH   SOLE   300,000 0 0
DTE ENERGY CO COM 233331107 66,150 647,827 SH   SOLE   647,827 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 99,780 1,242,125 SH   SOLE   1,242,125 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 5,624 52,107 SH   SOLE   52,107 0 0
E L F BEAUTY INC COM 26856L103 57,499 1,996,501 SH   SOLE   1,996,501 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 18,716 536,441 SH   SOLE   536,441 0 0
EAGLE MATERIALS INC COM 26969P108 100,864 1,038,337 SH   SOLE   1,038,337 0 0
EAST WEST BANCORP INC COM 27579R104 42,578 825,000 SH   SOLE   825,000 0 0
EASTMAN CHEM CO COM 277432100 37,111 459,300 SH   SOLE   459,300 0 0
EATON CORP PLC SHS G29183103 47,922 646,285 SH   SOLE   646,285 0 0
EBAY INC COM 278642103 49,063 1,461,500 SH   SOLE   1,461,500 0 0
ECOLAB INC COM 278865100 25,048 199,837 SH   SOLE   199,837 0 0
EDGEWELL PERS CARE CO COM 28035Q102 26,992 369,051 SH   SOLE   369,051 0 0
EDISON INTL COM 281020107 143,335 1,800,471 SH   SOLE   1,800,471 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 19,494 207,231 SH   SOLE   207,231 0 0
EMCOR GROUP INC COM 29084Q100 5,926 94,132 SH   SOLE   94,132 0 0
ENCANA CORP COM 292505104 20,978 1,791,477 SH   SOLE   1,791,477 0 0
ENERGEN CORP COM 29265N108 66,080 1,213,809 SH   SOLE   1,213,809 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 49,061 880,010 SH   SOLE   880,010 0 0
ENGILITY HLDGS INC NEW COM 29286C107 639 22,083 SH   SOLE   22,083 0 0
ENSCO PLC SHS CLASS A G3157S106 42,839 4,786,454 SH   SOLE   4,786,454 0 0
ENTERGY CORP NEW COM 29364G103 19,545 257,300 SH   SOLE   257,300 0 0
ENVISION HEALTHCARE CORP COM 29414D100 16,133 263,100 SH   SOLE   263,100 0 0
EOG RES INC COM 26875P101 72,089 739,000 SH   SOLE   739,000 0 0
EPAM SYS INC COM 29414B104 15,104 200,000 SH   SOLE   200,000 0 0
EQT CORP COM 26884L109 61,256 1,002,551 SH   SOLE   1,002,551 0 0
EQUIFAX INC COM 294429105 23,164 169,400 SH   SOLE   169,400 0 0
EQUINIX INC COM PAR $0.001 29444U700 16,906 42,226 SH   SOLE   42,226 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 32,674 525,133 SH   SOLE   525,133 0 0
ESSEX PPTY TR INC COM 297178105 21,370 92,300 SH   SOLE   92,300 0 0
EVERSOURCE ENERGY COM 30040W108 101,598 1,728,439 SH   SOLE   1,728,439 0 0
EXELON CORP COM 30161N101 11,139 309,592 SH   SOLE   309,592 0 0
EXPEDIA INC DEL COM NEW 30212P303 21,575 171,000 SH   SOLE   171,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 3,745 66,303 SH   SOLE   66,303 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 36,593 555,194 SH   SOLE   555,194 0 0
EXTRA SPACE STORAGE INC COM 30225T102 13,145 176,700 SH   SOLE   176,700 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 18,520 998,373 SH   SOLE   998,373 0 0
EXXON MOBIL CORP COM 30231G102 155,318 1,893,892 SH   SOLE   1,893,892 0 0
F M C CORP COM NEW 302491303 13,194 189,600 SH   SOLE   189,600 0 0
F5 NETWORKS INC COM 315616102 13,088 91,800 SH   SOLE   91,800 0 0
FACEBOOK INC CL A 30303M102 520,485 3,664,100 SH   SOLE   3,664,100 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 10,262 1,400,000 SH   SOLE   1,400,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 13,911 104,200 SH   SOLE   104,200 0 0
FEDEX CORP COM 31428X106 69,181 354,504 SH   SOLE   354,504 0 0
FERROGLOBE PLC SHS G33856108 73,996 7,163,257 SH   SOLE   7,163,257 0 0
FIBROGEN INC COM 31572Q808 24,034 975,000 SH   SOLE   975,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 11,614 145,866 SH   SOLE   145,866 0 0
FIRST HAWAIIAN INC COM 32051X108 5,236 175,000 SH   SOLE   175,000 0 0
FIRSTENERGY CORP COM 337932107 19,055 598,848 SH   SOLE   598,848 0 0
FISERV INC COM 337738108 98,279 852,305 SH   SOLE   852,305 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 93,629 2,590,000 SH   SOLE   2,590,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 43,915 290,000 SH   SOLE   290,000 0 0
FLIR SYS INC COM 302445101 7,435 204,931 SH   SOLE   204,931 0 0
FLOWSERVE CORP COM 34354P105 59,725 1,233,488 SH   SOLE   1,233,488 0 0
FLUIDIGM CORP DEL COM 34385P108 8,798 1,546,209 SH   SOLE   1,546,209 0 0
FLUOR CORP NEW COM 343412102 4,305 81,818 SH   SOLE   81,818 0 0
FOOT LOCKER INC COM 344849104 12,330 164,811 SH   SOLE   164,811 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 65,446 5,622,515 SH   SOLE   5,622,515 0 0
FORTINET INC COM 34959E109 11,505 300,000 SH   SOLE   300,000 0 0
FORTIS INC COM 349553107 84,677 2,553,598 SH   SOLE   2,553,598 0 0
FORTIVE CORP COM 34959J108 70,312 1,167,590 SH   SOLE   1,167,590 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 5,913 97,170 SH   SOLE   97,170 0 0
FRANKLIN RES INC COM 354613101 21,028 499,000 SH   SOLE   499,000 0 0
FRANKS INTL N V COM N33462107 7,725 730,846 SH   SOLE   730,846 0 0
FREDS INC CL A 356108100 31,221 2,383,283 SH   SOLE   2,383,283 0 0
FRESHPET INC COM 358039105 5,500 500,000 SH   SOLE   500,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 14,039 248,300 SH   SOLE   248,300 0 0
GAP INC DEL COM 364760108 7,906 325,500 SH   SOLE   325,500 0 0
GARMIN LTD SHS H2906T109 8,347 163,312 SH   SOLE   163,312 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 32,530 996,321 SH   SOLE   996,321 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 10,131 1,225,000 SH   SOLE   1,225,000 0 0
GEMPHIRE THERAPEUTICS INC COM 36870A108 6,660 634,246 SH   SOLE   634,246 0 0
GENERAL DYNAMICS CORP COM 369550108 191,938 1,025,312 SH   SOLE   1,025,312 0 0
GENERAL ELECTRIC CO COM 369604103 438,608 14,718,380 SH   SOLE   14,718,380 0 0
GENERAL MLS INC COM 370334104 49,285 835,196 SH   SOLE   835,196 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,339 75,000 SH   SOLE   75,000 0 0
GENERAL MTRS CO COM 37045V100 67,028 1,895,580 SH   SOLE   1,895,580 0 0
GENMARK DIAGNOSTICS INC COM 372309104 26,279 2,049,857 SH   SOLE   2,049,857 0 0
GENUINE PARTS CO COM 372460105 5,258 56,900 SH   SOLE   56,900 0 0
GGP INC COM 36174X101 19,112 824,500 SH   SOLE   824,500 0 0
G-III APPAREL GROUP LTD COM 36237H101 51,355 2,346,071 SH   SOLE   2,346,071 0 0
GILEAD SCIENCES INC COM 375558103 132,450 1,950,092 SH   SOLE   1,950,092 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 50,592 1,200,000 SH   SOLE   1,200,000 0 0
GLOBAL PMTS INC COM 37940X102 55,871 692,500 SH   SOLE   692,500 0 0
GLOBANT S A COM L44385109 1,092 30,000 SH   SOLE   30,000 0 0
GLOBUS MED INC CL A 379577208 5,924 200,000 SH   SOLE   200,000 0 0
GMS INC COM 36251C103 27,167 775,301 SH   SOLE   775,301 0 0
GOLDCORP INC NEW COM 380956409 16,779 1,150,000 SH   SOLE   1,150,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 95,472 415,600 SH   SOLE   415,600 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 303,826 8,439,600 SH   SOLE   8,439,600 0 0
GRACE W R & CO DEL NEW COM 38388F108 87,754 1,258,842 SH   SOLE   1,258,842 0 0
GRANITE CONSTR INC COM 387328107 17,508 348,832 SH   SOLE   348,832 0 0
GREEN PLAINS INC COM 393222104 4,950 200,000 SH   SOLE   200,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 55,868 754,157 SH   SOLE   754,157 0 0
GULFPORT ENERGY CORP COM NEW 402635304 1,461 85,000 SH   SOLE   85,000 0 0
HALLIBURTON CO COM 406216101 29,341 596,239 SH   SOLE   596,239 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 1,296 100,000 SH   SOLE   100,000 0 0
HAMILTON LANE INC CL A 407497106 2,147 115,000 SH   SOLE   115,000 0 0
HANESBRANDS INC COM 410345102 11,269 542,799 SH   SOLE   542,799 0 0
HARLEY DAVIDSON INC COM 412822108 5,832 96,400 SH   SOLE   96,400 0 0
HARRIS CORP DEL COM 413875105 20,196 181,502 SH   SOLE   181,502 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 40,693 975,000 SH   SOLE   975,000 0 0
HASBRO INC COM 418056107 15,819 158,472 SH   SOLE   158,472 0 0
HCA HOLDINGS INC COM 40412C101 37,233 418,400 SH   SOLE   418,400 0 0
HCP INC COM 40414L109 20,937 669,343 SH   SOLE   669,343 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 51,089 2,155,636 SH   SOLE   2,155,636 0 0
HILL ROM HLDGS INC COM 431475102 5,288 74,900 SH   SOLE   74,900 0 0
HOLOGIC INC COM 436440101 13,962 328,135 SH   SOLE   328,135 0 0
HOME DEPOT INC COM 437076102 258,025 1,757,305 SH   SOLE   1,757,305 0 0
HONEYWELL INTL INC COM 438516106 147,357 1,180,086 SH   SOLE   1,180,086 0 0
HORMEL FOODS CORP COM 440452100 14,207 410,246 SH   SOLE   410,246 0 0
HOST HOTELS & RESORTS INC COM 44107P104 19,693 1,055,333 SH   SOLE   1,055,333 0 0
HP INC COM 40434L105 43,767 2,447,836 SH   SOLE   2,447,836 0 0
HUBBELL INC COM 443510607 80,267 668,611 SH   SOLE   668,611 0 0
HUMANA INC COM 444859102 64,606 313,410 SH   SOLE   313,410 0 0
HUNT J B TRANS SVCS INC COM 445658107 11,596 126,400 SH   SOLE   126,400 0 0
HUNTINGTON BANCSHARES INC COM 446150104 27,065 2,021,300 SH   SOLE   2,021,300 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 4,005 20,000 SH   SOLE   20,000 0 0
HUNTSMAN CORP COM 447011107 12,270 500,000 SH   SOLE   500,000 0 0
ICON PLC SHS G4705A100 3,986 50,000 SH   SOLE   50,000 0 0
IDEXX LABS INC COM 45168D104 19,666 127,200 SH   SOLE   127,200 0 0
ILLINOIS TOOL WKS INC COM 452308109 203,111 1,533,262 SH   SOLE   1,533,262 0 0
ILLUMINA INC COM 452327109 56,874 333,300 SH   SOLE   333,300 0 0
IMMUNOMEDICS INC COM 452907108 6,147 950,000 SH   SOLE   950,000 0 0
INC RESH HLDGS INC CL A 45329R109 4,585 100,000 SH   SOLE   100,000 0 0
INCYTE CORP COM 45337C102 50,340 376,600 SH   SOLE   376,600 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 14,408 2,614,917 SH   SOLE   2,614,917 0 0
INFRAREIT INC COM 45685L100 59,071 3,281,716 SH   SOLE   3,281,716 0 0
INGERSOLL-RAND PLC SHS G47791101 77,388 951,642 SH   SOLE   951,642 0 0
INGREDION INC COM 457187102 396 3,289 SH   SOLE   3,289 0 0
INOGEN INC COM 45780L104 5,429 70,000 SH   SOLE   70,000 0 0
INOTEK PHARMACEUTICALS CORP COM 45780V102 940 470,000 SH   SOLE   470,000 0 0
INPHI CORP COM 45772F107 6,103 125,000 SH   SOLE   125,000 0 0
INTEL CORP COM 458140100 239,630 6,643,459 SH   SOLE   6,643,459 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 51,039 852,490 SH   SOLE   852,490 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 191,396 1,099,090 SH   SOLE   1,099,090 0 0
INTERSECT ENT INC COM 46071F103 17,150 1,000,006 SH   SOLE   1,000,006 0 0
INTL PAPER CO COM 460146103 29,645 583,792 SH   SOLE   583,792 0 0
INTUIT COM 461202103 46,326 399,400 SH   SOLE   399,400 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 55,996 73,057 SH   SOLE   73,057 0 0
INVACARE CORP COM 461203101 188 15,826 SH   SOLE   15,826 0 0
INVESCO LTD SHS G491BT108 22,338 729,269 SH   SOLE   729,269 0 0
INVITAE CORP COM 46185L103 4,866 440,000 SH   SOLE   440,000 0 0
IRON MTN INC NEW COM 46284V101 12,397 347,552 SH   SOLE   347,552 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 101,507 5,950,000 SH   SOLE   5,950,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 9,608 173,801 SH   SOLE   173,801 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 177,784 1,225,000 SH   SOLE   1,225,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 16,860 818,068 SH   SOLE   818,068 0 0
JOHNSON & JOHNSON COM 478160104 467,225 3,751,303 SH   SOLE   3,751,303 0 0
JOHNSON CTLS INTL PLC SHS G51502105 64,194 1,524,073 SH   SOLE   1,524,073 0 0
JPMORGAN CHASE & CO COM 46625H100 505,107 5,750,307 SH   SOLE   5,750,307 0 0
JUNIPER NETWORKS INC COM 48203R104 3,738 134,300 SH   SOLE   134,300 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 13,078 152,500 SH   SOLE   152,500 0 0
KATE SPADE & CO COM 485865109 30,199 1,300,000 SH   SOLE   1,300,000 0 0
KELLOGG CO COM 487836108 39,568 544,937 SH   SOLE   544,937 0 0
KENNAMETAL INC COM 489170100 6,189 157,762 SH   SOLE   157,762 0 0
KEYCORP NEW COM 493267108 34,746 1,954,203 SH   SOLE   1,954,203 0 0
KIMBERLY CLARK CORP COM 494368103 62,745 476,676 SH   SOLE   476,676 0 0
KIMCO RLTY CORP COM 49446R109 13,079 592,063 SH   SOLE   592,063 0 0
KINDER MORGAN INC DEL COM 49456B101 11,579 532,600 SH   SOLE   532,600 0 0
KLA-TENCOR CORP COM 482480100 30,774 323,700 SH   SOLE   323,700 0 0
KLX INC COM 482539103 16,951 379,221 SH   SOLE   379,221 0 0
KNOLL INC COM NEW 498904200 13,239 556,045 SH   SOLE   556,045 0 0
KOSMOS ENERGY LTD SHS G5315B107 24,931 3,743,360 SH   SOLE   3,743,360 0 0
KRAFT HEINZ CO COM 500754106 126,439 1,392,343 SH   SOLE   1,392,343 0 0
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 503459604 7,463 250,000 SH   SOLE   250,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 35,581 248,000 SH   SOLE   248,000 0 0
LAM RESEARCH CORP COM 512807108 131,861 1,027,276 SH   SOLE   1,027,276 0 0
LAUDER ESTEE COS INC CL A 518439104 26,801 316,084 SH   SOLE   316,084 0 0
LEGGETT & PLATT INC COM 524660107 9,596 190,700 SH   SOLE   190,700 0 0
LEIDOS HLDGS INC COM 525327102 71,978 1,407,476 SH   SOLE   1,407,476 0 0
LENNAR CORP CL A 526057104 12,292 240,117 SH   SOLE   240,117 0 0
LENNOX INTL INC COM 526107107 41,699 249,249 SH   SOLE   249,249 0 0
LEUCADIA NATL CORP COM 527288104 12,093 465,100 SH   SOLE   465,100 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 49,977 873,414 SH   SOLE   873,414 0 0
LILLY ELI & CO COM 532457108 173,872 2,067,195 SH   SOLE   2,067,195 0 0
LINCOLN ELEC HLDGS INC COM 533900106 10,562 121,595 SH   SOLE   121,595 0 0
LINCOLN NATL CORP IND *W EXP 07/10/201 534187117 26,169 433,400 SH   SOLE   433,400 0 0
LITHIA MTRS INC CL A 536797103 10,247 119,639 SH   SOLE   119,639 0 0
LIVANOVA PLC SHS G5509L101 4,901 100,000 SH   SOLE   100,000 0 0
LKQ CORP COM 501889208 12,583 429,900 SH   SOLE   429,900 0 0
LMI AEROSPACE INC COM 502079106 16,023 1,162,766 SH   SOLE   1,162,766 0 0
LOEWS CORP COM 540424108 18,355 392,448 SH   SOLE   392,448 0 0
LOUISIANA PAC CORP COM 546347105 132,251 5,328,403 SH   SOLE   5,328,403 0 0
LOWES COS INC COM 548661107 102,610 1,248,143 SH   SOLE   1,248,143 0 0
LOXO ONCOLOGY INC COM 548862101 61,382 1,458,694 SH   SOLE   1,458,694 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 19,069 209,108 SH   SOLE   209,108 0 0
MACERICH CO COM 554382101 11,186 173,700 SH   SOLE   173,700 0 0
MACYS INC COM 55616P104 11,395 384,430 SH   SOLE   384,430 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 6,160 400,000 SH   SOLE   400,000 0 0
MAGNA INTL INC COM 559222401 66,924 1,550,598 SH   SOLE   1,550,598 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 124,928 2,802,958 SH   SOLE   2,802,958 0 0
MANTECH INTL CORP CL A 564563104 3,817 110,226 SH   SOLE   110,226 0 0
MARATHON OIL CORP COM 565849106 5,514 349,000 SH   SOLE   349,000 0 0
MARATHON PETE CORP COM 56585A102 61,148 1,209,900 SH   SOLE   1,209,900 0 0
MARRIOTT INTL INC NEW CL A 571903202 42,845 454,925 SH   SOLE   454,925 0 0
MARSH & MCLENNAN COS INC COM 571748102 55,026 744,704 SH   SOLE   744,704 0 0
MARTIN MARIETTA MATLS INC COM 573284106 41,433 189,841 SH   SOLE   189,841 0 0
MASTERCARD INCORPORATED CL A 57636Q104 155,019 1,378,310 SH   SOLE   1,378,310 0 0
MATTEL INC COM 577081102 12,419 484,942 SH   SOLE   484,942 0 0
MCDONALDS CORP COM 580135101 154,544 1,192,380 SH   SOLE   1,192,380 0 0
MCKESSON CORP COM 58155Q103 34,338 231,608 SH   SOLE   231,608 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 59,490 667,831 SH   SOLE   667,831 0 0
MEDICAL TRANSCRIPTION BLG CO COM 58464J105 683 1,005,000 SH   SOLE   1,005,000 0 0
MEDPACE HLDGS INC COM 58506Q109 19,403 650,000 SH   SOLE   650,000 0 0
MEDTRONIC PLC SHS G5960L103 140,834 1,748,189 SH   SOLE   1,748,189 0 0
MERCK & CO INC COM 58933Y105 251,831 3,963,343 SH   SOLE   3,963,343 0 0
MERIDIAN BANCORP INC MD COM 58958U103 14,427 788,366 SH   SOLE   788,366 0 0
MERITOR INC COM 59001K100 5,418 316,300 SH   SOLE   316,300 0 0
METHANEX CORP COM 59151K108 54,166 1,154,932 SH   SOLE   1,154,932 0 0
METLIFE INC COM 59156R108 83,390 1,578,759 SH   SOLE   1,578,759 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 32,470 67,800 SH   SOLE   67,800 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 8,898 233,475 SH   SOLE   233,475 0 0
MICROCHIP TECHNOLOGY INC SDCV 2.125%12/1 595017AB0 15,528 5,000,000 PRN   SOLE   5,000,000 0 0
MICRON TECHNOLOGY INC COM 595112103 41,249 1,427,310 SH   SOLE   1,427,310 0 0
MICROSOFT CORP COM 594918104 736,285 11,179,555 SH   SOLE   11,179,555 0 0
MID AMER APT CMNTYS INC COM 59522J103 16,650 163,650 SH   SOLE   163,650 0 0
MILACRON HLDGS CORP COM 59870L106 28,920 1,554,017 SH   SOLE   1,554,017 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 79,206 1,290,000 SH   SOLE   1,290,000 0 0
MOHAWK INDS INC COM 608190104 20,539 89,500 SH   SOLE   89,500 0 0
MOLSON COORS BREWING CO CL B 60871R209 157,978 1,650,594 SH   SOLE   1,650,594 0 0
MONDELEZ INTL INC CL A 609207105 123,611 2,869,330 SH   SOLE   2,869,330 0 0
MONOLITHIC PWR SYS INC COM 609839105 16,571 179,929 SH   SOLE   179,929 0 0
MONSANTO CO NEW COM 61166W101 112,942 997,722 SH   SOLE   997,722 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 26,757 579,533 SH   SOLE   579,533 0 0
MOODYS CORP COM 615369105 26,728 238,555 SH   SOLE   238,555 0 0
MOOG INC CL A 615394202 456 6,771 SH   SOLE   6,771 0 0
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MOSAIC CO NEW COM 61945C103 296,831 10,172,411 SH   SOLE   10,172,411 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 20,613 239,076 SH   SOLE   239,076 0 0
MULESOFT INC CL A 625207105 36,531 1,501,488 SH   SOLE   1,501,488 0 0
MYLAN N V SHS EURO N59465109 22,762 583,786 SH   SOLE   583,786 0 0
MYOVANT SCIENCES LTD COM G637AM102 8,805 750,000 SH   SOLE   750,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 980 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 11,555 166,380 SH   SOLE   166,380 0 0
NAVIENT CORPORATION COM 63938C108 6,323 428,406 SH   SOLE   428,406 0 0
NCI BUILDING SYS INC COM NEW 628852204 22,112 1,289,356 SH   SOLE   1,289,356 0 0
NETAPP INC COM 64110D104 16,284 389,100 SH   SOLE   389,100 0 0
NETFLIX INC COM 64110L106 91,884 621,639 SH   SOLE   621,639 0 0
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NEVRO CORP COM 64157F103 2,811 30,000 SH   SOLE   30,000 0 0
NEW SR INVT GROUP INC COM 648691103 3,060 300,000 SH   SOLE   300,000 0 0
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NEWS CORP NEW CL A 65249B109 7,039 541,441 SH   SOLE   541,441 0 0
NEWS CORP NEW CL B 65249B208 2,296 170,065 SH   SOLE   170,065 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 21,045 300,000 SH   SOLE   300,000 0 0
NEXTERA ENERGY INC COM 65339F101 277,585 2,162,381 SH   SOLE   2,162,381 0 0
NEXVET BIOPHARMA PUB LTD CO ORD SHS G6503X109 3,093 795,000 SH   SOLE   795,000 0 0
NIKE INC CL B 654106103 91,462 1,641,166 SH   SOLE   1,641,166 0 0
NISOURCE INC COM 65473P105 94,287 3,963,300 SH   SOLE   3,963,300 0 0
NOBILIS HEALTH CORP COM 65500B103 850 500,000 SH   SOLE   500,000 0 0
NOBLE ENERGY INC COM 655044105 318,428 9,272,790 SH   SOLE   9,272,790 0 0
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NORTHERN TR CORP COM 665859104 29,039 335,400 SH   SOLE   335,400 0 0
NORTHROP GRUMMAN CORP COM 666807102 18,626 78,312 SH   SOLE   78,312 0 0
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NOW INC COM 67011P100 5,088 300,000 SH   SOLE   300,000 0 0
NUCOR CORP COM 670346105 78,648 1,316,940 SH   SOLE   1,316,940 0 0
NVIDIA CORP COM 67066G104 90,717 832,804 SH   SOLE   832,804 0 0
NXP SEMICONDUCTORS N V COM N6596X109 155,250 1,500,000 SH   SOLE   1,500,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 35,754 132,500 SH   SOLE   132,500 0 0
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OGE ENERGY CORP COM 670837103 69,960 2,000,000 SH   SOLE   2,000,000 0 0
OLIN CORP COM PAR $1 680665205 281,552 8,565,619 SH   SOLE   8,565,619 0 0
ORACLE CORP COM 68389X105 192,240 4,309,356 SH   SOLE   4,309,356 0 0
ORBCOMM INC COM 68555P100 36,192 3,789,694 SH   SOLE   3,789,694 0 0
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ORBOTECH LTD ORD M75253100 14,126 438,000 SH   SOLE   438,000 0 0
OVASCIENCE INC COM 69014Q101 2,394 1,280,000 SH   SOLE   1,280,000 0 0
OWENS CORNING NEW COM 690742101 60,160 980,290 SH   SOLE   980,290 0 0
PACCAR INC COM 693718108 40,039 595,821 SH   SOLE   595,821 0 0
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PARKER HANNIFIN CORP COM 701094104 42,749 266,646 SH   SOLE   266,646 0 0
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PATTERSON COMPANIES INC COM 703395103 678 15,000 SH   SOLE   15,000 0 0
PAYCHEX INC COM 704326107 27,203 461,846 SH   SOLE   461,846 0 0
PAYPAL HLDGS INC COM 70450Y103 69,555 1,616,800 SH   SOLE   1,616,800 0 0
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PHILLIPS 66 COM 718546104 42,414 535,401 SH   SOLE   535,401 0 0
PINNACLE FOODS INC DEL COM 72348P104 52,624 909,340 SH   SOLE   909,340 0 0
PINNACLE WEST CAP CORP COM 723484101 46,517 557,894 SH   SOLE   557,894 0 0
PIONEER NAT RES CO COM 723787107 154,143 827,700 SH   SOLE   827,700 0 0
PLANET FITNESS INC CL A 72703H101 16,380 850,000 SH   SOLE   850,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 178,603 1,485,391 SH   SOLE   1,485,391 0 0
POST HLDGS INC COM 737446104 45,510 520,000 SH   SOLE   520,000 0 0
POTASH CORP SASK INC COM 73755L107 46,274 2,709,248 SH   SOLE   2,709,248 0 0
PPG INDS INC COM 693506107 21,854 207,971 SH   SOLE   207,971 0 0
PPL CORP COM 69351T106 36,867 986,000 SH   SOLE   986,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 29,354 450,000 SH   SOLE   450,000 0 0
PRAXAIR INC COM 74005P104 21,550 181,705 SH   SOLE   181,705 0 0
PRICE T ROWE GROUP INC COM 74144T108 10,490 153,930 SH   SOLE   153,930 0 0
PRICELINE GRP INC COM NEW 741503403 95,228 53,500 SH   SOLE   53,500 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 24,168 382,949 SH   SOLE   382,949 0 0
PROCTER AND GAMBLE CO COM 742718109 195,727 2,178,376 SH   SOLE   2,178,376 0 0
PROGRESSIVE CORP OHIO COM 743315103 32,539 830,489 SH   SOLE   830,489 0 0
PROLOGIS INC COM 74340W103 39,186 755,329 SH   SOLE   755,329 0 0
PROPETRO HLDG CORP COM 74347M108 56,971 4,419,799 SH   SOLE   4,419,799 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 21,214 1,656,076 SH   SOLE   1,656,076 0 0
PRUDENTIAL FINL INC COM 744320102 67,377 631,585 SH   SOLE   631,585 0 0
PTC INC COM 69370C100 18,393 350,000 SH   SOLE   350,000 0 0
PUBLIC STORAGE COM 74460D109 46,845 213,992 SH   SOLE   213,992 0 0
PULTE GROUP INC COM 745867101 10,314 437,973 SH   SOLE   437,973 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 211,544 5,686,668 SH   SOLE   5,686,668 0 0
PVH CORP COM 693656100 113,836 1,100,180 SH   SOLE   1,100,180 0 0
QORVO INC COM 74736K101 10,536 153,678 SH   SOLE   153,678 0 0
QUALCOMM INC COM 747525103 108,483 1,891,931 SH   SOLE   1,891,931 0 0
QUANTA SVCS INC COM 74762E102 8,160 219,893 SH   SOLE   219,893 0 0
R1 RCM INC COM 749397105 9,076 2,937,100 SH   SOLE   2,937,100 0 0
RA PHARMACEUTICALS INC COM 74933V108 3,002 141,000 SH   SOLE   141,000 0 0
RALPH LAUREN CORP CL A 751212101 6,595 80,800 SH   SOLE   80,800 0 0
RANGE RES CORP COM 75281A109 3,616 124,274 SH   SOLE   124,274 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 14,383 188,600 SH   SOLE   188,600 0 0
REALTY INCOME CORP COM 756109104 23,336 392,000 SH   SOLE   392,000 0 0
RED HAT INC COM 756577102 22,274 257,500 SH   SOLE   257,500 0 0
REGAL BELOIT CORP COM 758750103 32,841 434,113 SH   SOLE   434,113 0 0
REGENCY CTRS CORP COM 758849103 14,008 211,000 SH   SOLE   211,000 0 0
REGENXBIO INC COM 75901B107 6,273 325,000 SH   SOLE   325,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 60,310 4,150,700 SH   SOLE   4,150,700 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 68,652 857,936 SH   SOLE   857,936 0 0
REPUBLIC SVCS INC COM 760759100 20,937 333,338 SH   SOLE   333,338 0 0
REVANCE THERAPEUTICS INC COM 761330109 7,280 350,000 SH   SOLE   350,000 0 0
REXNORD CORP NEW COM 76169B102 50,547 2,190,080 SH   SOLE   2,190,080 0 0
REYNOLDS AMERICAN INC COM 761713106 116,931 1,855,452 SH   SOLE   1,855,452 0 0
RICE ENERGY INC COM 762760106 23,937 1,010,000 SH   SOLE   1,010,000 0 0
RINGCENTRAL INC CL A 76680R206 32,404 1,145,000 SH   SOLE   1,145,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 36,612 900,000 SH   SOLE   900,000 0 0
RITE AID CORP COM 767754104 82,663 19,450,000 SH   SOLE   19,450,000 0 0
ROBERT HALF INTL INC COM 770323103 9,024 184,800 SH   SOLE   184,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,172 58,906 SH   SOLE   58,906 0 0
ROCKWELL COLLINS INC COM 774341101 99,271 1,021,728 SH   SOLE   1,021,728 0 0
ROGERS CORP COM 775133101 10,154 118,254 SH   SOLE   118,254 0 0
ROSS STORES INC COM 778296103 36,507 554,225 SH   SOLE   554,225 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 23,762 242,200 SH   SOLE   242,200 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 11,780 211,000 SH   SOLE   211,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 40,974 777,047 SH   SOLE   777,047 0 0
RSP PERMIAN INC COM 74978Q105 30,575 738,000 SH   SOLE   738,000 0 0
RYDER SYS INC COM 783549108 5,341 70,800 SH   SOLE   70,800 0 0
S&P GLOBAL INC COM 78409V104 48,579 371,572 SH   SOLE   371,572 0 0
SALESFORCE COM INC COM 79466L302 91,485 1,109,040 SH   SOLE   1,109,040 0 0
SANGAMO THERAPEUTICS INC COM 800677106 15,600 3,000,000 SH   SOLE   3,000,000 0 0
SANOFI RIGHT 12/31/2020 80105N113 277 614,455 SH   SOLE   614,455 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 72,222 600,000 SH   SOLE   600,000 0 0
SCHEIN HENRY INC COM 806407102 19,479 114,600 SH   SOLE   114,600 0 0
SCHLUMBERGER LTD COM 806857108 132,642 1,698,367 SH   SOLE   1,698,367 0 0
SCHWAB CHARLES CORP NEW COM 808513105 100,042 2,451,400 SH   SOLE   2,451,400 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 14,661 319,200 SH   SOLE   319,200 0 0
SEALED AIR CORP NEW COM 81211K100 8,945 205,245 SH   SOLE   205,245 0 0
SEASPINE HLDGS CORP COM 81255T108 4,710 600,000 SH   SOLE   600,000 0 0
SEMPRA ENERGY COM 816851109 71,996 651,552 SH   SOLE   651,552 0 0
SIGNET JEWELERS LIMITED SHS G81276100 6,018 86,881 SH   SOLE   86,881 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 51,629 4,950,000 SH   SOLE   4,950,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 79,558 462,463 SH   SOLE   462,463 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 24,007 245,022 SH   SOLE   245,022 0 0
SL GREEN RLTY CORP COM 78440X101 14,991 140,600 SH   SOLE   140,600 0 0
SMUCKER J M CO COM NEW 832696405 4,822 36,786 SH   SOLE   36,786 0 0
SNAP INC CL A 83304A106 10,139 450,000 SH   SOLE   450,000 0 0
SNAP ON INC COM 833034101 14,130 83,775 SH   SOLE   83,775 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 60,413 1,757,728 SH   SOLE   1,757,728 0 0
SOUTHERN COPPER CORP COM 84265V105 13,459 375,000 SH   SOLE   375,000 0 0
SOUTHWEST AIRLS CO COM 844741108 52,383 974,383 SH   SOLE   974,383 0 0
SPECTRANETICS CORP COM 84760C107 36,406 1,250,000 SH   SOLE   1,250,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 12,630 218,059 SH   SOLE   218,059 0 0
SPX FLOW INC COM 78469X107 29,277 843,468 SH   SOLE   843,468 0 0
STANLEY BLACK & DECKER INC COM 854502101 14,814 111,489 SH   SOLE   111,489 0 0
STAPLES INC COM 855030102 8,152 929,500 SH   SOLE   929,500 0 0
STARBUCKS CORP COM 855244109 121,651 2,083,426 SH   SOLE   2,083,426 0 0
STATE STR CORP COM 857477103 38,810 487,500 SH   SOLE   487,500 0 0
STEADYMED LTD SHS M84920103 2,030 350,000 SH   SOLE   350,000 0 0
STERICYCLE INC COM 858912108 15,376 185,500 SH   SOLE   185,500 0 0
STERIS PLC SHS USD G84720104 2,127 30,625 SH   SOLE   30,625 0 0
STRYKER CORP COM 863667101 78,562 596,751 SH   SOLE   596,751 0 0
SUMMIT MATLS INC CL A 86614U100 79,154 3,203,331 SH   SOLE   3,203,331 0 0
SUNTRUST BKS INC COM 867914103 26,368 476,814 SH   SOLE   476,814 0 0
SURGERY PARTNERS INC COM 86881A100 9,750 500,000 SH   SOLE   500,000 0 0
SVB FINL GROUP COM 78486Q101 27,914 150,000 SH   SOLE   150,000 0 0
SYMANTEC CORP COM 871503108 27,264 888,659 SH   SOLE   888,659 0 0
SYNCHRONY FINL COM 87165B103 68,259 1,990,069 SH   SOLE   1,990,069 0 0
SYNOPSYS INC COM 871607107 15,573 215,900 SH   SOLE   215,900 0 0
SYSCO CORP COM 871829107 37,233 717,124 SH   SOLE   717,124 0 0
T MOBILE US INC COM 872590104 41,984 650,000 SH   SOLE   650,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5,387 164,042 SH   SOLE   164,042 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 29,635 500,000 SH   SOLE   500,000 0 0
TANDEM DIABETES CARE INC COM 875372104 1,157 964,047 SH   SOLE   964,047 0 0
TECHNIPFMC PLC COM G87110105 21,853 672,400 SH   SOLE   672,400 0 0
TEGNA INC COM 87901J105 7,878 307,479 SH   SOLE   307,479 0 0
TENARIS S A SPONSORED ADR 88031M109 27,312 800,000 SH   SOLE   800,000 0 0
TERADATA CORP DEL COM 88076W103 5,518 177,300 SH   SOLE   177,300 0 0
TEXAS INSTRS INC COM 882508104 114,453 1,420,716 SH   SOLE   1,420,716 0 0
TEXTRON INC COM 883203101 135,336 2,843,792 SH   SOLE   2,843,792 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 142,988 930,914 SH   SOLE   930,914 0 0
TIFFANY & CO NEW COM 886547108 110,137 1,155,690 SH   SOLE   1,155,690 0 0
TIME WARNER INC COM NEW 887317303 109,276 1,118,373 SH   SOLE   1,118,373 0 0
TJX COS INC NEW COM 872540109 60,747 768,177 SH   SOLE   768,177 0 0
TORCHMARK CORP COM 891027104 11,929 154,842 SH   SOLE   154,842 0 0
TOTAL S A SPONSORED ADR 89151E109 16,134 320,000 SH   SOLE   320,000 0 0
TOTAL SYS SVCS INC COM 891906109 32,546 608,800 SH   SOLE   608,800 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 143,458 1,320,729 SH   SOLE   1,320,729 0 0
TRACTOR SUPPLY CO COM 892356106 12,704 184,200 SH   SOLE   184,200 0 0
TRANSCANADA CORP COM 89353D107 27,689 600,000 SH   SOLE   600,000 0 0
TRANSDIGM GROUP INC COM 893641100 15,750 71,541 SH   SOLE   71,541 0 0
TRAVELERS COMPANIES INC COM 89417E109 25,508 211,612 SH   SOLE   211,612 0 0
TRINSEO S A SHS L9340P101 6,925 103,200 SH   SOLE   103,200 0 0
TRIPADVISOR INC COM 896945201 6,923 160,400 SH   SOLE   160,400 0 0
TRONOX LTD SHS CL A Q9235V101 11,954 647,900 SH   SOLE   647,900 0 0
TUESDAY MORNING CORP COM NEW 899035505 8,230 2,194,657 SH   SOLE   2,194,657 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 110,975 3,426,210 SH   SOLE   3,426,210 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 22,357 703,482 SH   SOLE   703,482 0 0
TYSON FOODS INC CL A 902494103 34,551 559,893 SH   SOLE   559,893 0 0
U S G CORP COM NEW 903293405 179,192 5,634,963 SH   SOLE   5,634,963 0 0
U S SILICA HLDGS INC COM 90346E103 92,240 1,922,060 SH   SOLE   1,922,060 0 0
UDR INC COM 902653104 13,848 381,900 SH   SOLE   381,900 0 0
ULTA BEAUTY INC COM 90384S303 3,965 13,900 SH   SOLE   13,900 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 9,523 140,500 SH   SOLE   140,500 0 0
ULTRATECH INC COM 904034105 20,085 678,079 SH   SOLE   678,079 0 0
UNION PAC CORP COM 907818108 114,437 1,080,414 SH   SOLE   1,080,414 0 0
UNITED CONTL HLDGS INC COM 910047109 30,580 432,900 SH   SOLE   432,900 0 0
UNITED PARCEL SERVICE INC CL B 911312106 106,935 996,600 SH   SOLE   996,600 0 0
UNITED RENTALS INC COM 911363109 7,918 63,316 SH   SOLE   63,316 0 0
UNITEDHEALTH GROUP INC COM 91324P102 252,732 1,540,953 SH   SOLE   1,540,953 0 0
UNITIL CORP COM 913259107 9,006 200,000 SH   SOLE   200,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 6,409 51,500 SH   SOLE   51,500 0 0
UNUM GROUP COM 91529Y106 15,594 332,569 SH   SOLE   332,569 0 0
US BANCORP DEL COM NEW 902973304 86,803 1,685,500 SH   SOLE   1,685,500 0 0
VALE S A ADR 91912E105 26,125 2,750,000 SH   SOLE   2,750,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 57,025 2,500,000 SH   SOLE   2,500,000 0 0
VARIAN MED SYS INC COM 92220P105 5,459 59,900 SH   SOLE   59,900 0 0
VCA INC COM 918194101 53,985 590,000 SH   SOLE   590,000 0 0
VECTREN CORP COM 92240G101 43,958 750,000 SH   SOLE   750,000 0 0
VECTRUS INC COM 92242T101 2,763 123,637 SH   SOLE   123,637 0 0
VENTAS INC COM 92276F100 32,865 505,300 SH   SOLE   505,300 0 0
VERISIGN INC SDCV 3.250% 8/1 92343EAD4 12,766 5,000,000 PRN   SOLE   5,000,000 0 0
VERISK ANALYTICS INC COM 92345Y106 17,023 209,800 SH   SOLE   209,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 233,232 4,784,239 SH   SOLE   4,784,239 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 39,876 364,662 SH   SOLE   364,662 0 0
VIACOM INC NEW CL B 92553P201 23,240 498,509 SH   SOLE   498,509 0 0
VINCE HLDG CORP COM 92719W108 2,325 1,500,000 SH   SOLE   1,500,000 0 0
VISA INC COM CL A 92826C839 264,730 2,978,840 SH   SOLE   2,978,840 0 0
VORNADO RLTY TR SH BEN INT 929042109 24,833 247,559 SH   SOLE   247,559 0 0
VOYA FINL INC COM 929089100 8,028 211,487 SH   SOLE   211,487 0 0
VOYAGER THERAPEUTICS INC COM 92915B106 13,240 1,000,000 SH   SOLE   1,000,000 0 0
VULCAN MATLS CO COM 929160109 48,091 399,158 SH   SOLE   399,158 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 146,455 1,763,459 SH   SOLE   1,763,459 0 0
WAL-MART STORES INC COM 931142103 153,101 2,124,046 SH   SOLE   2,124,046 0 0
WATERS CORP COM 941848103 9,775 62,539 SH   SOLE   62,539 0 0
WAYFAIR INC CL A 94419L101 70,858 1,750,000 SH   SOLE   1,750,000 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 6,228 400,000 SH   SOLE   400,000 0 0
WELLS FARGO & CO NEW COM 949746101 383,895 6,897,152 SH   SOLE   6,897,152 0 0
WELLTOWER INC COM 95040Q104 36,919 521,306 SH   SOLE   521,306 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 548 48,056 SH   SOLE   48,056 0 0
WESCO INTL INC COM 95082P105 21,593 310,465 SH   SOLE   310,465 0 0
WESTAR ENERGY INC COM 95709T100 178,507 3,289,239 SH   SOLE   3,289,239 0 0
WESTERN ALLIANCE BANCORP COM 957638109 29,699 605,000 SH   SOLE   605,000 0 0
WESTERN DIGITAL CORP COM 958102105 41,318 500,637 SH   SOLE   500,637 0 0
WESTERN REFNG INC COM 959319104 3,507 100,000 SH   SOLE   100,000 0 0
WESTERN UN CO COM 959802109 14,121 693,893 SH   SOLE   693,893 0 0
WESTROCK CO COM 96145D105 18,591 357,307 SH   SOLE   357,307 0 0
WEYERHAEUSER CO COM 962166104 34,541 1,016,500 SH   SOLE   1,016,500 0 0
WGL HLDGS INC COM 92924F106 987 11,960 SH   SOLE   11,960 0 0
WHIRLPOOL CORP COM 963320106 18,513 108,053 SH   SOLE   108,053 0 0
WHOLE FOODS MKT INC COM 966837106 2,919 98,215 SH   SOLE   98,215 0 0
WILLIAMS COS INC DEL COM 969457100 101,235 3,421,252 SH   SOLE   3,421,252 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 24,130 184,350 SH   SOLE   184,350 0 0
WPX ENERGY INC COM 98212B103 16,738 1,250,000 SH   SOLE   1,250,000 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 1,556 50,000 SH   SOLE   50,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 12,980 153,993 SH   SOLE   153,993 0 0
WYNN RESORTS LTD COM 983134107 13,237 115,500 SH   SOLE   115,500 0 0
XCEL ENERGY INC COM 98389B100 30,648 689,500 SH   SOLE   689,500 0 0
XENCOR INC COM 98401F105 3,205 134,000 SH   SOLE   134,000 0 0
XEROX CORP COM 984121103 44,160 6,016,400 SH   SOLE   6,016,400 0 0
XILINX INC COM 983919101 53,317 921,000 SH   SOLE   921,000 0 0
XL GROUP LTD COM G98294104 15,155 380,204 SH   SOLE   380,204 0 0
YAHOO INC COM 984332106 58,755 1,266,000 SH   SOLE   1,266,000 0 0
YUM BRANDS INC COM 988498101 33,691 527,249 SH   SOLE   527,249 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 32,042 262,405 SH   SOLE   262,405 0 0
ZIONS BANCORPORATION COM 989701107 11,903 283,400 SH   SOLE   283,400 0 0
ZOETIS INC CL A 98978V103 30,049 563,033 SH   SOLE   563,033 0 0