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 125,164 601,203 SH   SOLE   601,203 0 0
ABBOTT LABS COM 002824100 138,108 2,841,138 SH   SOLE   2,841,138 0 0
ABBVIE INC COM 00287Y109 173,903 2,398,332 SH   SOLE   2,398,332 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 12,480 1,950,000 SH   SOLE   1,950,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 32,730 662,821 SH   SOLE   662,821 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 105,623 854,000 SH   SOLE   854,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 91,779 1,594,222 SH   SOLE   1,594,222 0 0
ACUITY BRANDS INC COM 00508Y102 12,799 62,963 SH   SOLE   62,963 0 0
ACUSHNET HOLDINGS CORP COM 005098108 4,375 220,508 SH   SOLE   220,508 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 2,060 458,901 SH   SOLE   458,901 0 0
ADOBE SYS INC COM 00724F101 114,726 811,128 SH   SOLE   811,128 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 51,252 439,589 SH   SOLE   439,589 0 0
ADVANCED ACCELERATOR APPLIC SPONSORED ADS 00790T100 24,400 625,000 SH   SOLE   625,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 11,675 935,523 SH   SOLE   935,523 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 1,691 250,000 SH   SOLE   250,000 0 0
ADVAXIS INC COM NEW 007624208 38,546 5,939,366 SH   SOLE   5,939,366 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 5,000 2,000,000 SH   SOLE   2,000,000 0 0
AERCAP HOLDINGS NV SHS N00985106 12,878 277,374 SH   SOLE   277,374 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 181,298 3,450,000 SH   SOLE   3,450,000 0 0
AES CORP COM 00130H105 10,344 931,044 SH   SOLE   931,044 0 0
AETNA INC NEW COM 00817Y108 100,852 664,246 SH   SOLE   664,246 0 0
AEVI GENOMIC MEDICINE INC COM 00835P105 2,793 2,100,000 SH   SOLE   2,100,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 14,003 84,425 SH   SOLE   84,425 0 0
AFLAC INC COM 001055102 44,862 577,522 SH   SOLE   577,522 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 39,064 1,900,000 SH   SOLE   1,900,000 0 0
AIR PRODS & CHEMS INC COM 009158106 100,554 702,881 SH   SOLE   702,881 0 0
AK STL HLDG CORP COM 001547108 5,256 800,000 SH   SOLE   800,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 12,328 247,500 SH   SOLE   247,500 0 0
ALASKA AIR GROUP INC COM 011659109 16,040 178,700 SH   SOLE   178,700 0 0
ALCOA CORP COM 013872106 50,291 1,540,317 SH   SOLE   1,540,317 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 2,209 475,000 SH   SOLE   475,000 0 0
ALERE INC COM 01449J105 27,605 550,000 SH   SOLE   550,000 0 0
ALERE INC PERP PFD CONV SE 01449J204 29,374 74,743 SH   SOLE   74,743 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 15,818 131,300 SH   SOLE   131,300 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 42,570 349,881 SH   SOLE   349,881 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 81,018 575,000 SH   SOLE   575,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 16,258 108,300 SH   SOLE   108,300 0 0
ALKERMES PLC SHS G01767105 10,145 175,000 SH   SOLE   175,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 12,680 156,308 SH   SOLE   156,308 0 0
ALLERGAN PLC SHS G0177J108 91,714 377,283 SH   SOLE   377,283 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 20,433 79,600 SH   SOLE   79,600 0 0
ALLIANT ENERGY CORP COM 018802108 13,051 324,906 SH   SOLE   324,906 0 0
ALLSTATE CORP COM 020002101 46,652 527,496 SH   SOLE   527,496 0 0
ALPHABET INC CAP STK CL C 02079K107 410,165 451,361 SH   SOLE   451,361 0 0
ALPHABET INC CAP STK CL A 02079K305 371,508 399,609 SH   SOLE   399,609 0 0
ALTABA INC COM 021346101 34,595 635,000 SH   SOLE   635,000 0 0
ALTICE USA INC CL A 02156K103 35,530 1,100,000 SH   SOLE   1,100,000 0 0
ALTRIA GROUP INC COM 02209S103 203,251 2,729,300 SH   SOLE   2,729,300 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 4,030 1,000,000 SH   SOLE   1,000,000 0 0
AMAZON COM INC COM 023135106 569,458 588,283 SH   SOLE   588,283 0 0
AMEDISYS INC COM 023436108 21,984 350,000 SH   SOLE   350,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 60,356 1,199,448 SH   SOLE   1,199,448 0 0
AMERICAN ELEC PWR INC COM 025537101 83,412 1,200,684 SH   SOLE   1,200,684 0 0
AMERICAN EXPRESS CO COM 025816109 96,219 1,142,200 SH   SOLE   1,142,200 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 79,554 1,272,460 SH   SOLE   1,272,460 0 0
AMERICAN TOWER CORP NEW COM 03027X100 114,134 862,563 SH   SOLE   862,563 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 19,768 253,600 SH   SOLE   253,600 0 0
AMERIPRISE FINL INC COM 03076C106 28,012 220,067 SH   SOLE   220,067 0 0
AMERISOURCEBERGEN CORP COM 03073E105 22,205 234,900 SH   SOLE   234,900 0 0
AMETEK INC NEW COM 031100100 44,858 740,592 SH   SOLE   740,592 0 0
AMGEN INC COM 031162100 159,659 927,009 SH   SOLE   927,009 0 0
AMPHENOL CORP NEW CL A 032095101 27,614 374,076 SH   SOLE   374,076 0 0
ANADARKO PETE CORP COM 032511107 313,125 6,906,148 SH   SOLE   6,906,148 0 0
ANALOG DEVICES INC COM 032654105 26,723 343,484 SH   SOLE   343,484 0 0
ANAPTYSBIO INC COM 032724106 12,723 531,676 SH   SOLE   531,676 0 0
ANTHEM INC COM 036752103 90,659 481,893 SH   SOLE   481,893 0 0
AON PLC SHS CL A G0408V102 50,344 378,671 SH   SOLE   378,671 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 9,350 217,598 SH   SOLE   217,598 0 0
APPLE INC COM 037833100 1,047,940 7,276,352 SH   SOLE   7,276,352 0 0
APPLIED MATLS INC COM 038222105 73,752 1,785,332 SH   SOLE   1,785,332 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 12,521 302,592 SH   SOLE   302,592 0 0
ARCONIC INC COM 03965L100 6,578 290,400 SH   SOLE   290,400 0 0
ARGENX SE SPONSORED ADR 04016X101 3,182 150,000 SH   SOLE   150,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 37,950 825,000 SH   SOLE   825,000 0 0
ARROW ELECTRS INC COM 042735100 18,389 234,500 SH   SOLE   234,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 12,960 229,173 SH   SOLE   229,173 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 11,581 175,704 SH   SOLE   175,704 0 0
ASSURANT INC COM 04621X108 8,683 83,740 SH   SOLE   83,740 0 0
AT&T INC COM 00206R102 295,519 7,832,475 SH   SOLE   7,832,475 0 0
ATRICURE INC COM 04963C209 2,773 114,353 SH   SOLE   114,353 0 0
AUDENTES THERAPEUTICS INC COM 05070R104 36,347 1,900,000 SH   SOLE   1,900,000 0 0
AUTODESK INC COM 052769106 14,841 147,200 SH   SOLE   147,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 44,263 432,000 SH   SOLE   432,000 0 0
AUTONATION INC COM 05329W102 3,901 92,531 SH   SOLE   92,531 0 0
AUTOZONE INC COM 053332102 23,340 40,915 SH   SOLE   40,915 0 0
AVALONBAY CMNTYS INC COM 053484101 38,181 198,682 SH   SOLE   198,682 0 0
AVERY DENNISON CORP COM 053611109 88,500 1,001,470 SH   SOLE   1,001,470 0 0
AVEXIS INC COM 05366U100 122,348 1,489,141 SH   SOLE   1,489,141 0 0
AXALTA COATING SYS LTD COM G0750C108 21,681 676,698 SH   SOLE   676,698 0 0
BAKER HUGHES INC COM 057224107 32,292 592,402 SH   SOLE   592,402 0 0
BALL CORP COM 058498106 21,151 501,100 SH   SOLE   501,100 0 0
BANK AMER CORP COM 060505104 369,974 15,250,386 SH   SOLE   15,250,386 0 0
BANK NEW YORK MELLON CORP COM 064058100 61,637 1,208,100 SH   SOLE   1,208,100 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 1,705 50,000 SH   SOLE   50,000 0 0
BARD C R INC COM 067383109 181,416 573,900 SH   SOLE   573,900 0 0
BARRICK GOLD CORP COM 067901108 203,919 12,817,062 SH   SOLE   12,817,062 0 0
BAXTER INTL INC COM 071813109 30,538 504,421 SH   SOLE   504,421 0 0
BB&T CORP COM 054937107 19,608 431,800 SH   SOLE   431,800 0 0
BEACON ROOFING SUPPLY INC COM 073685109 34,670 707,559 SH   SOLE   707,559 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 464,307 2,741,377 SH   SOLE   2,741,377 0 0
BERRY GLOBAL GROUP INC COM 08579W103 37,057 650,000 SH   SOLE   650,000 0 0
BEST BUY INC COM 086516101 22,433 391,300 SH   SOLE   391,300 0 0
BIO RAD LABS INC CL A 090572207 11,320 50,022 SH   SOLE   50,022 0 0
BIOGEN INC COM 09062X103 72,924 268,735 SH   SOLE   268,735 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 61,122 673,000 SH   SOLE   673,000 0 0
BLACK HILLS CORP COM 092113109 4,749 70,383 SH   SOLE   70,383 0 0
BLACKROCK INC COM 09247X101 80,630 190,880 SH   SOLE   190,880 0 0
BLOCK H & R INC COM 093671105 8,924 288,700 SH   SOLE   288,700 0 0
BLOOMIN BRANDS INC COM 094235108 10,615 500,000 SH   SOLE   500,000 0 0
BLUELINX HLDGS INC COM NEW 09624H208 1,491 136,300 SH   SOLE   136,300 0 0
BOEING CO COM 097023105 153,380 775,627 SH   SOLE   775,627 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 117,716 3,617,573 SH   SOLE   3,617,573 0 0
BOSTON PROPERTIES INC COM 101121101 26,813 217,956 SH   SOLE   217,956 0 0
BOSTON SCIENTIFIC CORP COM 101137107 155,838 5,621,862 SH   SOLE   5,621,862 0 0
BP PLC SPONSORED ADR 055622104 6,760 195,102 SH   SOLE   195,102 0 0
BRASKEM S A SP ADR PFD A 105532105 61,558 2,970,943 SH   SOLE   2,970,943 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 113,334 2,033,984 SH   SOLE   2,033,984 0 0
BROADCOM LTD SHS Y09827109 132,772 569,714 SH   SOLE   569,714 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 730 50,000 SH   SOLE   50,000 0 0
BUNGE LIMITED COM G16962105 18,650 250,000 SH   SOLE   250,000 0 0
BURLINGTON STORES INC COM 122017106 111,474 1,211,804 SH   SOLE   1,211,804 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 14,045 204,500 SH   SOLE   204,500 0 0
CA INC COM 12673P105 15,515 450,100 SH   SOLE   450,100 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 49,019 663,948 SH   SOLE   663,948 0 0
CABOT OIL & GAS CORP COM 127097103 16,909 674,200 SH   SOLE   674,200 0 0
CACI INTL INC CL A 127190304 1,142 9,130 SH   SOLE   9,130 0 0
CADENCE BANCORPORATION CL A 12739A100 328 15,000 SH   SOLE   15,000 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 61,225 4,122,873 SH   SOLE   4,122,873 0 0
CALLON PETE CO DEL COM 13123X102 22,779 2,146,944 SH   SOLE   2,146,944 0 0
CALPINE CORP COM NEW 131347304 27,060 2,000,000 SH   SOLE   2,000,000 0 0
CAMECO CORP COM 13321L108 82,436 9,058,939 SH   SOLE   9,058,939 0 0
CAMPBELL SOUP CO COM 134429109 2,819 54,054 SH   SOLE   54,054 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 32,256 1,632,700 SH   SOLE   1,632,700 0 0
CAPITAL ONE FINL CORP COM 14040H105 162,719 1,969,482 SH   SOLE   1,969,482 0 0
CARDINAL HEALTH INC COM 14149Y108 35,290 452,900 SH   SOLE   452,900 0 0
CARE CAP PPTYS INC COM 141624106 881 33,000 SH   SOLE   33,000 0 0
CARMAX INC COM 143130102 16,642 263,900 SH   SOLE   263,900 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 39,690 605,300 SH   SOLE   605,300 0 0
CATERPILLAR INC DEL COM 149123101 43,006 400,209 SH   SOLE   400,209 0 0
CAVIUM INC COM 14964U108 55,039 885,872 SH   SOLE   885,872 0 0
CBOE HLDGS INC COM 12503M108 12,019 131,500 SH   SOLE   131,500 0 0
CBRE GROUP INC CL A 12504L109 15,834 435,000 SH   SOLE   435,000 0 0
CBS CORP NEW CL B 124857202 98,099 1,538,083 SH   SOLE   1,538,083 0 0
CELANESE CORP DEL COM SER A 150870103 28,482 300,000 SH   SOLE   300,000 0 0
CELGENE CORP COM 151020104 140,914 1,085,041 SH   SOLE   1,085,041 0 0
CENOVUS ENERGY INC COM 15135U109 16,587 2,250,000 SH   SOLE   2,250,000 0 0
CENTENE CORP DEL COM 15135B101 29,332 367,200 SH   SOLE   367,200 0 0
CENTERPOINT ENERGY INC COM 15189T107 16,754 611,900 SH   SOLE   611,900 0 0
CERNER CORP COM 156782104 12,066 181,520 SH   SOLE   181,520 0 0
CF INDS HLDGS INC COM 125269100 294,211 10,522,551 SH   SOLE   10,522,551 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 82,821 245,868 SH   SOLE   245,868 0 0
CHEMOURS CO COM 163851108 36,635 966,103 SH   SOLE   966,103 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 114,226 4,249,466 SH   SOLE   4,249,466 0 0
CHESAPEAKE UTILS CORP COM 165303108 22,485 300,000 SH   SOLE   300,000 0 0
CHEVRON CORP NEW COM 166764100 255,522 2,449,168 SH   SOLE   2,449,168 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 16,806 40,389 SH   SOLE   40,389 0 0
CHUBB LIMITED COM H1467J104 75,292 517,897 SH   SOLE   517,897 0 0
CIGNA CORPORATION COM 125509109 62,162 371,363 SH   SOLE   371,363 0 0
CIMAREX ENERGY CO COM 171798101 43,568 463,445 SH   SOLE   463,445 0 0
CINCINNATI FINL CORP COM 172062101 15,157 209,208 SH   SOLE   209,208 0 0
CINTAS CORP COM 172908105 15,188 120,500 SH   SOLE   120,500 0 0
CISCO SYS INC COM 17275R102 216,833 6,927,562 SH   SOLE   6,927,562 0 0
CITIGROUP INC COM NEW 172967424 324,782 4,856,188 SH   SOLE   4,856,188 0 0
CITIZENS FINL GROUP INC COM 174610105 46,149 1,293,400 SH   SOLE   1,293,400 0 0
CITRIX SYS INC COM 177376100 17,611 221,300 SH   SOLE   221,300 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 947 104,000 SH   SOLE   104,000 0 0
CME GROUP INC COM 12572Q105 61,459 490,731 SH   SOLE   490,731 0 0
COACH INC COM 189754104 112,331 2,372,859 SH   SOLE   2,372,859 0 0
COBALT INTL ENERGY INC COM NEW 19075F304 172 69,550 SH   SOLE   69,550 0 0
COCA COLA CO COM 191216100 300,709 6,704,782 SH   SOLE   6,704,782 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 56,447 850,100 SH   SOLE   850,100 0 0
COLGATE PALMOLIVE CO COM 194162103 89,321 1,204,920 SH   SOLE   1,204,920 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 45,754 1,799,934 SH   SOLE   1,799,934 0 0
COMCAST CORP NEW CL A 20030N101 280,991 7,219,713 SH   SOLE   7,219,713 0 0
COMERICA INC COM 200340107 59,851 817,196 SH   SOLE   817,196 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 720 37,974 SH   SOLE   37,974 0 0
CONAGRA BRANDS INC COM 205887102 32,824 917,895 SH   SOLE   917,895 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 6,682 479,000 SH   SOLE   479,000 0 0
CONMED CORP COM 207410101 5,094 100,000 SH   SOLE   100,000 0 0
CONSOLIDATED EDISON INC COM 209115104 35,318 437,000 SH   SOLE   437,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 41,970 216,644 SH   SOLE   216,644 0 0
CONSTELLIUM NV CL A N22035104 11,954 1,732,507 SH   SOLE   1,732,507 0 0
CONTRAFECT CORP COM 212326102 3,625 2,500,000 SH   SOLE   2,500,000 0 0
CONYERS PK ACQUISITION CL A COM 212894109 8,835 750,000 SH   SOLE   750,000 0 0
CONYERS PK ACQUISITION *W EXP 07/20/202 212894117 655 250,000 SH   SOLE   250,000 0 0
COOPER COS INC COM NEW 216648402 40,462 169,000 SH   SOLE   169,000 0 0
CORECIVIC INC COM 21871N101 10,135 367,469 SH   SOLE   367,469 0 0
CORNING INC COM 219350105 39,039 1,299,121 SH   SOLE   1,299,121 0 0
COSTCO WHSL CORP NEW COM 22160K105 68,404 427,710 SH   SOLE   427,710 0 0
COTY INC COM CL A 222070203 12,801 682,344 SH   SOLE   682,344 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 52,811 527,157 SH   SOLE   527,157 0 0
CROWN HOLDINGS INC COM 228368106 161,449 2,706,154 SH   SOLE   2,706,154 0 0
CSRA INC COM 12650T104 783 24,655 SH   SOLE   24,655 0 0
CSX CORP COM 126408103 54,318 995,568 SH   SOLE   995,568 0 0
CUBIC CORP COM 229669106 650 14,036 SH   SOLE   14,036 0 0
CUMMINS INC COM 231021106 26,590 163,915 SH   SOLE   163,915 0 0
CURIS INC COM 231269101 1,966 1,040,000 SH   SOLE   1,040,000 0 0
CVS HEALTH CORP COM 126650100 100,880 1,253,790 SH   SOLE   1,253,790 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 10,599 1,840,044 SH   SOLE   1,840,044 0 0
D R HORTON INC COM 23331A109 15,228 440,500 SH   SOLE   440,500 0 0
DANAHER CORP DEL COM 235851102 174,438 2,067,048 SH   SOLE   2,067,048 0 0
DARDEN RESTAURANTS INC COM 237194105 15,796 174,659 SH   SOLE   174,659 0 0
DEERE & CO COM 244199105 38,407 310,761 SH   SOLE   310,761 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 11,618 190,118 SH   SOLE   190,118 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 33,140 378,100 SH   SOLE   378,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 56,794 1,056,826 SH   SOLE   1,056,826 0 0
DENTSPLY SIRONA INC COM 24906P109 10,115 156,000 SH   SOLE   156,000 0 0
DEXCOM INC COM 252131107 21,945 300,000 SH   SOLE   300,000 0 0
DIEBOLD NXDF INC COM 253651103 16,800 600,000 SH   SOLE   600,000 0 0
DIGITAL RLTY TR INC COM 253868103 25,933 229,600 SH   SOLE   229,600 0 0
DISCOVER FINL SVCS COM 254709108 18,424 296,258 SH   SOLE   296,258 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 7,859 311,756 SH   SOLE   311,756 0 0
DISH NETWORK CORP CL A 25470M109 83,373 1,328,437 SH   SOLE   1,328,437 0 0
DISNEY WALT CO COM DISNEY 254687106 142,343 1,339,697 SH   SOLE   1,339,697 0 0
DOLLAR TREE INC COM 256746108 307,071 4,391,745 SH   SOLE   4,391,745 0 0
DOVER CORP COM 260003108 210,287 2,621,383 SH   SOLE   2,621,383 0 0
DOW CHEM CO COM 260543103 101,271 1,605,685 SH   SOLE   1,605,685 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 44,406 487,386 SH   SOLE   487,386 0 0
DRIVE SHACK INC COM 262077100 945 300,000 SH   SOLE   300,000 0 0
DTE ENERGY CO COM 233331107 89,279 843,927 SH   SOLE   843,927 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 100,333 1,243,125 SH   SOLE   1,243,125 0 0
DXC TECHNOLOGY CO COM 23355L106 67,128 874,976 SH   SOLE   874,976 0 0
E L F BEAUTY INC COM 26856L103 70,797 2,601,866 SH   SOLE   2,601,866 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 25,573 672,441 SH   SOLE   672,441 0 0
EAGLE MATERIALS INC COM 26969P108 102,166 1,105,456 SH   SOLE   1,105,456 0 0
EAST WEST BANCORP INC COM 27579R104 5,858 100,000 SH   SOLE   100,000 0 0
EASTMAN CHEM CO COM 277432100 11,851 141,100 SH   SOLE   141,100 0 0
EATON CORP PLC SHS G29183103 21,130 271,485 SH   SOLE   271,485 0 0
EBAY INC COM 278642103 46,252 1,324,500 SH   SOLE   1,324,500 0 0
ECOLAB INC COM 278865100 30,773 231,814 SH   SOLE   231,814 0 0
EDGEWELL PERS CARE CO COM 28035Q102 29,452 387,423 SH   SOLE   387,423 0 0
EDISON INTL COM 281020107 148,043 1,893,371 SH   SOLE   1,893,371 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 62,431 528,001 SH   SOLE   528,001 0 0
ELECTRONIC ARTS INC COM 285512109 31,547 298,400 SH   SOLE   298,400 0 0
EMCOR GROUP INC COM 29084Q100 10,093 154,374 SH   SOLE   154,374 0 0
EMERSON ELEC CO COM 291011104 149,845 2,513,335 SH   SOLE   2,513,335 0 0
ENCANA CORP COM 292505104 26,325 2,991,477 SH   SOLE   2,991,477 0 0
ENERGEN CORP COM 29265N108 24,360 493,409 SH   SOLE   493,409 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 29,773 620,010 SH   SOLE   620,010 0 0
ENGILITY HLDGS INC NEW COM 29286C107 7,228 254,495 SH   SOLE   254,495 0 0
ENSCO PLC SHS CLASS A G3157S106 21,422 4,151,454 SH   SOLE   4,151,454 0 0
ENTELLUS MED INC COM 29363K105 14,743 890,280 SH   SOLE   890,280 0 0
ENTERGY CORP NEW COM 29364G103 88,547 1,153,400 SH   SOLE   1,153,400 0 0
ENVISION HEALTHCARE CORP COM 29414D100 10,065 160,600 SH   SOLE   160,600 0 0
EOG RES INC COM 26875P101 66,659 736,400 SH   SOLE   736,400 0 0
EPAM SYS INC COM 29414B104 12,193 145,000 SH   SOLE   145,000 0 0
EQUIFAX INC COM 294429105 23,499 171,000 SH   SOLE   171,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 34,172 79,626 SH   SOLE   79,626 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 34,662 526,533 SH   SOLE   526,533 0 0
ESSEX PPTY TR INC COM 297178105 24,055 93,500 SH   SOLE   93,500 0 0
EVEREST RE GROUP LTD COM G3223R108 15,479 60,800 SH   SOLE   60,800 0 0
EVERSOURCE ENERGY COM 30040W108 58,467 963,056 SH   SOLE   963,056 0 0
EXPEDIA INC DEL COM NEW 30212P303 25,679 172,400 SH   SOLE   172,400 0 0
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EXPRESS SCRIPTS HLDG CO COM 30219G108 38,425 601,894 SH   SOLE   601,894 0 0
EXTRA SPACE STORAGE INC COM 30225T102 14,157 181,500 SH   SOLE   181,500 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 5,485 407,772 SH   SOLE   407,772 0 0
EXXON MOBIL CORP COM 30231G102 159,530 1,976,092 SH   SOLE   1,976,092 0 0
F5 NETWORKS INC COM 315616102 11,486 90,400 SH   SOLE   90,400 0 0
FACEBOOK INC CL A 30303M102 562,763 3,727,400 SH   SOLE   3,727,400 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 9,858 2,527,625 SH   SOLE   2,527,625 0 0
FASTENAL CO COM 311900104 18,466 424,208 SH   SOLE   424,208 0 0
FCB FINL HLDGS INC CL A 30255G103 1,194 25,000 SH   SOLE   25,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 12,968 102,600 SH   SOLE   102,600 0 0
FEDEX CORP COM 31428X106 76,827 353,504 SH   SOLE   353,504 0 0
FERROGLOBE PLC SHS G33856108 63,710 5,331,357 SH   SOLE   5,331,357 0 0
FIBROGEN INC COM 31572Q808 36,176 1,120,000 SH   SOLE   1,120,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 40,272 471,566 SH   SOLE   471,566 0 0
FIFTH THIRD BANCORP COM 316773100 4,766 183,600 SH   SOLE   183,600 0 0
FIRST HAWAIIAN INC COM 32051X108 1,543 50,400 SH   SOLE   50,400 0 0
FIRSTENERGY CORP COM 337932107 18,346 629,148 SH   SOLE   629,148 0 0
FISERV INC COM 337738108 99,426 812,705 SH   SOLE   812,705 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 75,094 2,494,000 SH   SOLE   2,494,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 14,421 100,000 SH   SOLE   100,000 0 0
FLIR SYS INC COM 302445101 9,844 284,023 SH   SOLE   284,023 0 0
FLOWSERVE CORP COM 34354P105 43,904 945,595 SH   SOLE   945,595 0 0
FLUIDIGM CORP DEL COM 34385P108 7,863 1,946,209 SH   SOLE   1,946,209 0 0
FLUOR CORP NEW COM 343412102 9,097 198,718 SH   SOLE   198,718 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 61,958 5,536,915 SH   SOLE   5,536,915 0 0
FORTIS INC COM 349553107 134,220 3,818,498 SH   SOLE   3,818,498 0 0
FORTIVE CORP COM 34959J108 49,742 785,190 SH   SOLE   785,190 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 14,207 217,770 SH   SOLE   217,770 0 0
FRANKLIN RES INC COM 354613101 25,374 566,500 SH   SOLE   566,500 0 0
FRANKS INTL N V COM N33462107 6,888 830,846 SH   SOLE   830,846 0 0
FREDS INC CL A 356108100 23,844 2,583,283 SH   SOLE   2,583,283 0 0
FRESHPET INC COM 358039105 8,300 500,000 SH   SOLE   500,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 14,582 254,700 SH   SOLE   254,700 0 0
GAP INC DEL COM 364760108 5,641 256,511 SH   SOLE   256,511 0 0
GARMIN LTD SHS H2906T109 8,206 160,812 SH   SOLE   160,812 0 0
GARTNER INC COM 366651107 15,933 129,000 SH   SOLE   129,000 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 33,083 1,084,697 SH   SOLE   1,084,697 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 13,905 1,500,000 SH   SOLE   1,500,000 0 0
GEMPHIRE THERAPEUTICS INC COM 36870A108 9,609 750,694 SH   SOLE   750,694 0 0
GENERAL DYNAMICS CORP COM 369550108 75,401 380,620 SH   SOLE   380,620 0 0
GENERAL ELECTRIC CO COM 369604103 476,878 17,655,620 SH   SOLE   17,655,620 0 0
GENERAL MLS INC COM 370334104 45,572 822,596 SH   SOLE   822,596 0 0
GENERAL MTRS CO COM 37045V100 96,800 2,771,266 SH   SOLE   2,771,266 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,304 75,000 SH   SOLE   75,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 16,560 1,399,857 SH   SOLE   1,399,857 0 0
GGP INC COM 36174X101 19,696 836,000 SH   SOLE   836,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 64,772 2,596,071 SH   SOLE   2,596,071 0 0
GILEAD SCIENCES INC COM 375558103 125,599 1,774,492 SH   SOLE   1,774,492 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 36,652 850,000 SH   SOLE   850,000 0 0
GLOBAL PMTS INC COM 37940X102 64,507 714,200 SH   SOLE   714,200 0 0
GLOBANT S A COM L44385109 1,303 30,000 SH   SOLE   30,000 0 0
GLOBUS MED INC CL A 379577208 4,973 150,000 SH   SOLE   150,000 0 0
GMS INC COM 36251C103 27,216 968,539 SH   SOLE   968,539 0 0
GODADDY INC CL A 380237107 51,965 1,225,000 SH   SOLE   1,225,000 0 0
GOLDCORP INC NEW COM 380956409 21,302 1,650,000 SH   SOLE   1,650,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 78,242 352,600 SH   SOLE   352,600 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 294,856 8,434,100 SH   SOLE   8,434,100 0 0
GRACE W R & CO DEL NEW COM 38388F108 97,265 1,350,719 SH   SOLE   1,350,719 0 0
GRANITE CONSTR INC COM 387328107 30,824 638,964 SH   SOLE   638,964 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 52,502 829,157 SH   SOLE   829,157 0 0
GULFPORT ENERGY CORP COM NEW 402635304 22,273 1,510,000 SH   SOLE   1,510,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 5,435 140,000 SH   SOLE   140,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,167 325,000 SH   SOLE   325,000 0 0
HANESBRANDS INC COM 410345102 12,386 534,799 SH   SOLE   534,799 0 0
HARLEY DAVIDSON INC COM 412822108 13,581 251,400 SH   SOLE   251,400 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 45,747 975,000 SH   SOLE   975,000 0 0
HASBRO INC COM 418056107 18,039 161,772 SH   SOLE   161,772 0 0
HCA HEALTHCARE INC COM 40412C101 35,935 412,100 SH   SOLE   412,100 0 0
HCP INC COM 40414L109 21,657 677,643 SH   SOLE   677,643 0 0
HD SUPPLY HLDGS INC COM 40416M105 15,315 500,000 SH   SOLE   500,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 33,292 2,006,736 SH   SOLE   2,006,736 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 18,035 291,600 SH   SOLE   291,600 0 0
HOLOGIC INC COM 436440101 16,084 354,435 SH   SOLE   354,435 0 0
HOME DEPOT INC COM 437076102 265,229 1,729,005 SH   SOLE   1,729,005 0 0
HONEYWELL INTL INC COM 438516106 303,895 2,279,950 SH   SOLE   2,279,950 0 0
HORMEL FOODS CORP COM 440452100 13,792 404,346 SH   SOLE   404,346 0 0
HOST HOTELS & RESORTS INC COM 44107P104 18,985 1,039,133 SH   SOLE   1,039,133 0 0
HP INC COM 40434L105 42,379 2,424,436 SH   SOLE   2,424,436 0 0
HUBBELL INC COM 443510607 47,780 422,196 SH   SOLE   422,196 0 0
HUMANA INC COM 444859102 50,340 209,210 SH   SOLE   209,210 0 0
HUNT J B TRANS SVCS INC COM 445658107 11,377 124,500 SH   SOLE   124,500 0 0
HUNTINGTON BANCSHARES INC COM 446150104 22,950 1,697,500 SH   SOLE   1,697,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 35,884 192,761 SH   SOLE   192,761 0 0
IDEXX LABS INC COM 45168D104 17,805 110,300 SH   SOLE   110,300 0 0
IHS MARKIT LTD SHS G47567105 10,266 233,100 SH   SOLE   233,100 0 0
ILLINOIS TOOL WKS INC COM 452308109 99,404 693,922 SH   SOLE   693,922 0 0
ILLUMINA INC COM 452327109 24,050 138,600 SH   SOLE   138,600 0 0
IMMUNOMEDICS INC COM 452907108 9,634 1,091,000 SH   SOLE   1,091,000 0 0
INC RESH HLDGS INC CL A 45329R109 17,550 300,000 SH   SOLE   300,000 0 0
INCYTE CORP COM 45337C102 43,500 345,487 SH   SOLE   345,487 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 10,172 2,614,917 SH   SOLE   2,614,917 0 0
INFRAREIT INC COM 45685L100 49,668 2,593,607 SH   SOLE   2,593,607 0 0
INGERSOLL-RAND PLC SHS G47791101 69,386 759,229 SH   SOLE   759,229 0 0
INOGEN INC COM 45780L104 14,790 155,000 SH   SOLE   155,000 0 0
INOTEK PHARMACEUTICALS CORP COM 45780V102 893 470,000 SH   SOLE   470,000 0 0
INPHI CORP COM 45772F107 26,514 773,000 SH   SOLE   773,000 0 0
INTEL CORP COM 458140100 216,859 6,427,359 SH   SOLE   6,427,359 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 56,730 860,590 SH   SOLE   860,590 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 149,275 970,390 SH   SOLE   970,390 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 13,595 100,700 SH   SOLE   100,700 0 0
INTERPUBLIC GROUP COS INC COM 460690100 18,734 761,551 SH   SOLE   761,551 0 0
INTERSECT ENT INC COM 46071F103 16,770 600,006 SH   SOLE   600,006 0 0
INTL PAPER CO COM 460146103 33,807 597,192 SH   SOLE   597,192 0 0
INTUIT COM 461202103 46,364 349,100 SH   SOLE   349,100 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 66,184 70,757 SH   SOLE   70,757 0 0
INVACARE CORP COM 461203101 4,620 350,000 SH   SOLE   350,000 0 0
INVESCO LTD SHS G491BT108 27,715 787,569 SH   SOLE   787,569 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 10,623 250,000 SH   SOLE   250,000 0 0
IRON MTN INC NEW COM 46284V101 11,756 342,152 SH   SOLE   342,152 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 64,664 3,425,000 SH   SOLE   3,425,000 0 0
ITT INC COM 45073V108 17,160 427,073 SH   SOLE   427,073 0 0
JABIL INC COM 466313103 7,531 258,000 SH   SOLE   258,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 9,312 171,201 SH   SOLE   171,201 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 101,075 650,000 SH   SOLE   650,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,234 273,068 SH   SOLE   273,068 0 0
JOHNSON & JOHNSON COM 478160104 486,476 3,677,343 SH   SOLE   3,677,343 0 0
JPMORGAN CHASE & CO COM 46625H100 470,665 5,149,507 SH   SOLE   5,149,507 0 0
JUNIPER NETWORKS INC COM 48203R104 15,359 550,900 SH   SOLE   550,900 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 15,718 150,200 SH   SOLE   150,200 0 0
KELLOGG CO COM 487836108 47,194 679,437 SH   SOLE   679,437 0 0
KENNAMETAL INC COM 489170100 24,177 646,086 SH   SOLE   646,086 0 0
KEYCORP NEW COM 493267108 39,920 2,130,203 SH   SOLE   2,130,203 0 0
KIMBERLY CLARK CORP COM 494368103 61,273 474,576 SH   SOLE   474,576 0 0
KIMCO RLTY CORP COM 49446R109 11,162 608,263 SH   SOLE   608,263 0 0
KINDER MORGAN INC DEL COM 49456B101 36,758 1,918,500 SH   SOLE   1,918,500 0 0
KINROSS GOLD CORP COM NO PAR 496902404 54,945 13,500,000 SH   SOLE   13,500,000 0 0
KLA-TENCOR CORP COM 482480100 16,380 179,000 SH   SOLE   179,000 0 0
KLX INC COM 482539103 23,138 462,760 SH   SOLE   462,760 0 0
KNOLL INC COM NEW 498904200 16,933 844,541 SH   SOLE   844,541 0 0
KOSMOS ENERGY LTD SHS G5315B107 38,417 5,993,360 SH   SOLE   5,993,360 0 0
KRAFT HEINZ CO COM 500754106 133,534 1,559,243 SH   SOLE   1,559,243 0 0
KROGER CO COM 501044101 29,994 1,286,190 SH   SOLE   1,286,190 0 0
L BRANDS INC COM 501797104 17,087 317,080 SH   SOLE   317,080 0 0
L3 TECHNOLOGIES INC COM 502413107 23,529 140,822 SH   SOLE   140,822 0 0
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 503459604 2,143 72,000 SH   SOLE   72,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 64,862 420,800 SH   SOLE   420,800 0 0
LAM RESEARCH CORP COM 512807108 89,776 634,776 SH   SOLE   634,776 0 0
LAUDER ESTEE COS INC CL A 518439104 29,867 311,184 SH   SOLE   311,184 0 0
LEIDOS HLDGS INC COM 525327102 29,216 565,216 SH   SOLE   565,216 0 0
LENNAR CORP CL A 526057104 12,568 235,717 SH   SOLE   235,717 0 0
LEUCADIA NATL CORP COM 527288104 11,981 458,000 SH   SOLE   458,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 93,636 1,579,014 SH   SOLE   1,579,014 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 67,037 2,150,000 SH   SOLE   2,150,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 20,141 550,000 SH   SOLE   550,000 0 0
LILLY ELI & CO COM 532457108 137,515 1,670,895 SH   SOLE   1,670,895 0 0
LINCOLN ELEC HLDGS INC COM 533900106 3,763 40,858 SH   SOLE   40,858 0 0
LINCOLN NATL CORP IND *W EXP 07/10/201 534187117 27,369 433,400 SH   SOLE   433,400 0 0
LITHIA MTRS INC CL A 536797103 11,274 119,639 SH   SOLE   119,639 0 0
LIVANOVA PLC SHS G5509L101 12,242 200,000 SH   SOLE   200,000 0 0
LKQ CORP COM 501889208 13,944 423,200 SH   SOLE   423,200 0 0
LOCKHEED MARTIN CORP COM 539830109 78,555 282,968 SH   SOLE   282,968 0 0
LOEWS CORP COM 540424108 18,698 399,448 SH   SOLE   399,448 0 0
LOUISIANA PAC CORP COM 546347105 134,917 5,595,903 SH   SOLE   5,595,903 0 0
LOWES COS INC COM 548661107 95,885 1,236,743 SH   SOLE   1,236,743 0 0
LOXO ONCOLOGY INC COM 548862101 102,643 1,280,000 SH   SOLE   1,280,000 0 0
MACERICH CO COM 554382101 9,934 171,100 SH   SOLE   171,100 0 0
MACYS INC COM 55616P104 8,849 380,780 SH   SOLE   380,780 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 9,756 600,000 SH   SOLE   600,000 0 0
MAGNA INTL INC COM 559222401 88,055 1,900,598 SH   SOLE   1,900,598 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 150,332 3,354,882 SH   SOLE   3,354,882 0 0
MANITOWOC INC COM 563571108 946 157,423 SH   SOLE   157,423 0 0
MANTECH INTL CORP CL A 564563104 3,989 96,397 SH   SOLE   96,397 0 0
MARATHON OIL CORP COM 565849106 2,138 180,400 SH   SOLE   180,400 0 0
MARRIOTT INTL INC NEW CL A 571903202 44,921 447,825 SH   SOLE   447,825 0 0
MARSH & MCLENNAN COS INC COM 571748102 57,886 742,504 SH   SOLE   742,504 0 0
MARTIN MARIETTA MATLS INC COM 573284106 20,088 90,252 SH   SOLE   90,252 0 0
MASTERCARD INCORPORATED CL A 57636Q104 146,689 1,207,810 SH   SOLE   1,207,810 0 0
MATTEL INC COM 577081102 10,279 477,442 SH   SOLE   477,442 0 0
MCDONALDS CORP COM 580135101 225,847 1,474,580 SH   SOLE   1,474,580 0 0
MCKESSON CORP COM 58155Q103 50,416 306,408 SH   SOLE   306,408 0 0
MEDICAL TRANSCRIPTION BLG CO COM 58464J105 962 677,152 SH   SOLE   677,152 0 0
MEDPACE HLDGS INC COM 58506Q109 24,650 850,000 SH   SOLE   850,000 0 0
MEDTRONIC PLC SHS G5960L103 144,768 1,631,189 SH   SOLE   1,631,189 0 0
MERCK & CO INC COM 58933Y105 272,254 4,247,993 SH   SOLE   4,247,993 0 0
MERIDIAN BANCORP INC MD COM 58958U103 13,323 788,366 SH   SOLE   788,366 0 0
MERITOR INC COM 59001K100 8,931 537,686 SH   SOLE   537,686 0 0
METHANEX CORP COM 59151K108 40,964 929,932 SH   SOLE   929,932 0 0
METLIFE INC COM 59156R108 86,127 1,567,659 SH   SOLE   1,567,659 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 49,555 84,200 SH   SOLE   84,200 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 8,340 230,075 SH   SOLE   230,075 0 0
MICROCHIP TECHNOLOGY INC SDCV 2.125%12/1 595017AB0 16,306 5,000,000 PRN   SOLE   5,000,000 0 0
MICRON TECHNOLOGY INC COM 595112103 44,178 1,479,510 SH   SOLE   1,479,510 0 0
MICROSOFT CORP COM 594918104 769,297 11,160,555 SH   SOLE   11,160,555 0 0
MID AMER APT CMNTYS INC COM 59522J103 16,982 161,150 SH   SOLE   161,150 0 0
MILACRON HLDGS CORP COM 59870L106 34,371 1,954,017 SH   SOLE   1,954,017 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 102,992 1,640,000 SH   SOLE   1,640,000 0 0
MOHAWK INDS INC COM 608190104 21,293 88,100 SH   SOLE   88,100 0 0
MOLSON COORS BREWING CO CL B 60871R209 142,167 1,646,594 SH   SOLE   1,646,594 0 0
MONDELEZ INTL INC CL A 609207105 120,765 2,796,130 SH   SOLE   2,796,130 0 0
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MONSANTO CO NEW COM 61166W101 74,948 633,221 SH   SOLE   633,221 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 28,354 570,733 SH   SOLE   570,733 0 0
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MOSAIC CO NEW COM 61945C103 319,956 14,014,711 SH   SOLE   14,014,711 0 0
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MULESOFT INC CL A 625207105 22,214 890,689 SH   SOLE   890,689 0 0
MYLAN N V SHS EURO N59465109 23,683 610,061 SH   SOLE   610,061 0 0
MYOVANT SCIENCES LTD COM G637AM102 9,945 850,000 SH   SOLE   850,000 0 0
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NETAPP INC COM 64110D104 15,668 391,200 SH   SOLE   391,200 0 0
NETFLIX INC COM 64110L106 51,631 345,565 SH   SOLE   345,565 0 0
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NEW SR INVT GROUP INC COM 648691103 3,015 300,000 SH   SOLE   300,000 0 0
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NEXVET BIOPHARMA PUB LTD CO ORD SHS G6503X109 5,319 795,000 SH   SOLE   795,000 0 0
NIKE INC CL B 654106103 112,936 1,914,166 SH   SOLE   1,914,166 0 0
NISOURCE INC COM 65473P105 100,329 3,956,200 SH   SOLE   3,956,200 0 0
NOBLE ENERGY INC COM 655044105 331,422 11,711,030 SH   SOLE   11,711,030 0 0
NORDSON CORP COM 655663102 69,538 573,176 SH   SOLE   573,176 0 0
NORFOLK SOUTHERN CORP COM 655844108 50,993 419,006 SH   SOLE   419,006 0 0
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NORTHROP GRUMMAN CORP COM 666807102 104,491 407,040 SH   SOLE   407,040 0 0
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NOW INC COM 67011P100 6,982 434,198 SH   SOLE   434,198 0 0
NUCOR CORP COM 670346105 62,782 1,084,880 SH   SOLE   1,084,880 0 0
NVIDIA CORP COM 67066G104 121,070 837,504 SH   SOLE   837,504 0 0
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O REILLY AUTOMOTIVE INC NEW COM 67103H107 28,546 130,500 SH   SOLE   130,500 0 0
OKTA INC CL A 679295105 2,850 125,000 SH   SOLE   125,000 0 0
OLIN CORP COM PAR $1 680665205 309,660 10,226,539 SH   SOLE   10,226,539 0 0
ORACLE CORP COM 68389X105 217,535 4,338,556 SH   SOLE   4,338,556 0 0
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OVASCIENCE INC COM 69014Q101 1,997 1,280,000 SH   SOLE   1,280,000 0 0
OWENS CORNING NEW COM 690742101 78,353 1,170,840 SH   SOLE   1,170,840 0 0
PACCAR INC COM 693718108 33,887 513,121 SH   SOLE   513,121 0 0
PAN AMERICAN SILVER CORP COM 697900108 8,770 521,400 SH   SOLE   521,400 0 0
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PVH CORP COM 693656100 97,151 848,480 SH   SOLE   848,480 0 0
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QUALCOMM INC COM 747525103 110,709 2,004,864 SH   SOLE   2,004,864 0 0
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RANGE RES CORP COM 75281A109 4,059 175,174 SH   SOLE   175,174 0 0
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RAYTHEON CO COM NEW 755111507 29,447 182,356 SH   SOLE   182,356 0 0
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RED HAT INC COM 756577102 24,282 253,600 SH   SOLE   253,600 0 0
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RIO TINTO PLC SPONSORED ADR 767204100 23,271 550,000 SH   SOLE   550,000 0 0
RITE AID CORP COM 767754104 41,664 14,123,468 SH   SOLE   14,123,468 0 0
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ROYAL DUTCH SHELL PLC SPON ADR B 780259107 11,485 211,000 SH   SOLE   211,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 36,627 688,605 SH   SOLE   688,605 0 0
RSP PERMIAN INC COM 74978Q105 48,179 1,493,000 SH   SOLE   1,493,000 0 0
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SBA COMMUNICATIONS CORP NEW CL A 78410G104 47,215 350,000 SH   SOLE   350,000 0 0
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SCHLUMBERGER LTD COM 806857108 111,465 1,692,967 SH   SOLE   1,692,967 0 0
SCHWAB CHARLES CORP NEW COM 808513105 93,429 2,174,800 SH   SOLE   2,174,800 0 0
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SEAGATE TECHNOLOGY PLC SHS G7945M107 8,630 222,700 SH   SOLE   222,700 0 0
SEASPINE HLDGS CORP COM 81255T108 6,336 550,000 SH   SOLE   550,000 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 9,720 800,000 SH   SOLE   800,000 0 0
SEMPRA ENERGY COM 816851109 40,415 358,452 SH   SOLE   358,452 0 0
SEMTECH CORP COM 816850101 8,115 227,000 SH   SOLE   227,000 0 0
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SIMON PPTY GROUP INC NEW COM 828806109 72,802 450,063 SH   SOLE   450,063 0 0
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TIFFANY & CO NEW COM 886547108 14,399 153,390 SH   SOLE   153,390 0 0
TIME WARNER INC COM NEW 887317303 112,092 1,116,341 SH   SOLE   1,116,341 0 0
TIMKEN CO COM 887389104 1,586 34,300 SH   SOLE   34,300 0 0
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WESTROCK CO COM 96145D105 20,534 362,407 SH   SOLE   362,407 0 0
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WPX ENERGY INC COM 98212B103 19,320 2,000,000 SH   SOLE   2,000,000 0 0
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