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 139,996 711,652 SH   SOLE   711,652 0 0
AAR CORP COM 000361105 903 19,423 SH   SOLE   19,423 0 0
ABBOTT LABS COM 002824100 203,502 3,336,647 SH   SOLE   3,336,647 0 0
ABBVIE INC COM 00287Y109 94,194 1,016,662 SH   SOLE   1,016,662 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 36,000 2,250,000 SH   SOLE   2,250,000 0 0
ABIOMED INC COM 003654100 21,025 51,400 SH   SOLE   51,400 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 12,273 300,000 SH   SOLE   300,000 0 0
ACCELERON PHARMA INC COM 00434H108 5,264 108,500 SH   SOLE   108,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 133,964 818,900 SH   SOLE   818,900 0 0
ACTIVISION BLIZZARD INC COM 00507V109 76,511 1,002,503 SH   SOLE   1,002,503 0 0
ACUITY BRANDS INC COM 00508Y102 28,799 248,549 SH   SOLE   248,549 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 646 25,000 SH   SOLE   25,000 0 0
ADOBE SYS INC COM 00724F101 159,727 655,128 SH   SOLE   655,128 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 174,331 1,284,678 SH   SOLE   1,284,678 0 0
ADVANCED MICRO DEVICES INC COM 007903107 13,151 877,323 SH   SOLE   877,323 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 4,608 1,473,600 SH   SOLE   1,473,600 0 0
ADVAXIS INC COM NEW 007624208 4,350 3,000,000 SH   SOLE   3,000,000 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 21,200 4,000,000 SH   SOLE   4,000,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 9,424 890,702 SH   SOLE   890,702 0 0
AERCAP HOLDINGS NV SHS N00985106 27,174 501,823 SH   SOLE   501,823 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 189,140 2,800,000 SH   SOLE   2,800,000 0 0
AES CORP COM 00130H105 12,357 921,500 SH   SOLE   921,500 0 0
AETNA INC NEW COM 00817Y108 858,631 4,679,188 SH   SOLE   4,679,188 0 0
AEVI GENOMIC MEDICINE INC COM 00835P105 6,105 5,500,000 SH   SOLE   5,500,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 10,455 70,325 SH   SOLE   70,325 0 0
AFLAC INC COM 001055102 44,198 1,027,374 SH   SOLE   1,027,374 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 92,968 1,503,364 SH   SOLE   1,503,364 0 0
AIR PRODS & CHEMS INC COM 009158106 61,666 395,981 SH   SOLE   395,981 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 16,718 228,300 SH   SOLE   228,300 0 0
AKORN INC COM 009728106 436 26,300 SH   SOLE   26,300 0 0
ALASKA AIR GROUP INC COM 011659109 9,542 158,000 SH   SOLE   158,000 0 0
ALCOA CORP COM 013872106 11,720 250,000 SH   SOLE   250,000 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 5,963 750,000 SH   SOLE   750,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 17,247 136,700 SH   SOLE   136,700 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,544 20,494 SH   SOLE   20,494 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,132 60,000 SH   SOLE   60,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 25,763 75,300 SH   SOLE   75,300 0 0
ALKERMES PLC SHS G01767105 7,203 175,000 SH   SOLE   175,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 6,280 250,000 SH   SOLE   250,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 11,697 151,208 SH   SOLE   151,208 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 4,477 343,574 SH   SOLE   343,574 0 0
ALLERGAN PLC SHS G0177J108 66,866 401,069 SH   SOLE   401,069 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 14,955 64,129 SH   SOLE   64,129 0 0
ALLIANT ENERGY CORP COM 018802108 12,713 300,391 SH   SOLE   300,391 0 0
ALLSTATE CORP COM 020002101 13,938 152,713 SH   SOLE   152,713 0 0
ALLY FINL INC COM 02005N100 19,298 734,600 SH   SOLE   734,600 0 0
ALPHABET INC CAP STK CL C 02079K107 486,324 435,911 SH   SOLE   435,911 0 0
ALPHABET INC CAP STK CL A 02079K305 449,428 398,009 SH   SOLE   398,009 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 93 66,666 SH   SOLE   66,666 0 0
ALTABA INC COM 021346101 16,838 230,000 SH   SOLE   230,000 0 0
ALTRIA GROUP INC COM 02209S103 142,442 2,508,232 SH   SOLE   2,508,232 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 14,678 4,750,000 SH   SOLE   4,750,000 0 0
AMAZON COM INC COM 023135106 935,881 550,583 SH   SOLE   550,583 0 0
AMEREN CORP COM 023608102 19,344 317,900 SH   SOLE   317,900 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 41,061 1,081,690 SH   SOLE   1,081,690 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 27,058 1,738,959 SH   SOLE   1,738,959 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 3,024 84,000 SH   SOLE   84,000 0 0
AMERICAN EXPRESS CO COM 025816109 70,687 721,300 SH   SOLE   721,300 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 63,334 1,194,521 SH   SOLE   1,194,521 0 0
AMERICAN TOWER CORP NEW COM 03027X100 32,620 226,263 SH   SOLE   226,263 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 19,666 230,331 SH   SOLE   230,331 0 0
AMERIPRISE FINL INC COM 03076C106 26,880 192,168 SH   SOLE   192,168 0 0
AMERISOURCEBERGEN CORP COM 03073E105 31,030 363,900 SH   SOLE   363,900 0 0
AMETEK INC NEW COM 031100100 21,928 303,876 SH   SOLE   303,876 0 0
AMGEN INC COM 031162100 135,684 735,055 SH   SOLE   735,055 0 0
AMPHENOL CORP NEW CL A 032095101 33,277 381,836 SH   SOLE   381,836 0 0
ANADARKO PETE CORP COM 032511107 418,374 5,711,593 SH   SOLE   5,711,593 0 0
ANALOG DEVICES INC COM 032654105 24,842 258,984 SH   SOLE   258,984 0 0
ANAPTYSBIO INC COM 032724106 110,058 1,549,244 SH   SOLE   1,549,244 0 0
ANDEAVOR COM 03349M105 99,569 759,024 SH   SOLE   759,024 0 0
ANIKA THERAPEUTICS INC COM 035255108 2,688 84,011 SH   SOLE   84,011 0 0
ANSYS INC COM 03662Q105 19,386 111,300 SH   SOLE   111,300 0 0
ANTHEM INC COM 036752103 70,479 296,093 SH   SOLE   296,093 0 0
AON PLC SHS CL A G0408V102 74,021 539,633 SH   SOLE   539,633 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 8,709 205,898 SH   SOLE   205,898 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 6,182 281,000 SH   SOLE   281,000 0 0
APPLE INC COM 037833100 1,207,826 6,524,910 SH   SOLE   6,524,910 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 80,154 1,142,611 SH   SOLE   1,142,611 0 0
APPLIED MATLS INC COM 038222105 61,129 1,323,432 SH   SOLE   1,323,432 0 0
APTINYX INC COM 03836N103 13,656 565,018 SH   SOLE   565,018 0 0
APTIV PLC SHS G6095L109 32,107 350,400 SH   SOLE   350,400 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 77,411 1,689,092 SH   SOLE   1,689,092 0 0
ARDELYX INC COM 039697107 11,100 3,000,000 SH   SOLE   3,000,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 8,720 200,000 SH   SOLE   200,000 0 0
ARGENX SE SPONSORED ADR 04016X101 124,704 1,505,000 SH   SOLE   1,505,000 0 0
ARROW ELECTRS INC COM 042735100 30,272 402,130 SH   SOLE   402,130 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 20,448 1,503,500 SH   SOLE   1,503,500 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 14,967 225,000 SH   SOLE   225,000 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 5,000 122,850 SH   SOLE   122,850 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 7,842 200,000 SH   SOLE   200,000 0 0
ASSURANT INC COM 04621X108 7,269 70,240 SH   SOLE   70,240 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 47,399 1,350,000 SH   SOLE   1,350,000 0 0
AT&T INC COM 00206R102 315,231 9,817,236 SH   SOLE   9,817,236 0 0
ATHENE HLDG LTD CL A G0684D107 3,551 81,000 SH   SOLE   81,000 0 0
ATMOS ENERGY CORP COM 049560105 58,815 652,485 SH   SOLE   652,485 0 0
AUTODESK INC COM 052769106 33,441 255,100 SH   SOLE   255,100 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 117,305 874,500 SH   SOLE   874,500 0 0
AUTOZONE INC COM 053332102 23,761 35,415 SH   SOLE   35,415 0 0
AVALARA INC COM 05338G106 1,334 25,000 SH   SOLE   25,000 0 0
AVALONBAY CMNTYS INC COM 053484101 31,539 183,482 SH   SOLE   183,482 0 0
AVERY DENNISON CORP COM 053611109 82,346 806,525 SH   SOLE   806,525 0 0
AVROBIO INC COM 05455M100 9,996 350,000 SH   SOLE   350,000 0 0
AXA EQUITABLE HLDGS INC COM 054561105 4,402 213,600 SH   SOLE   213,600 0 0
AXALTA COATING SYS LTD COM G0750C108 38,948 1,284,998 SH   SOLE   1,284,998 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 3,059 55,000 SH   SOLE   55,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 2,260 1,000,000 SH   SOLE   1,000,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 18,365 556,002 SH   SOLE   556,002 0 0
BANK AMER CORP COM 060505104 384,779 13,649,486 SH   SOLE   13,649,486 0 0
BANK NEW YORK MELLON CORP COM 064058100 35,168 652,100 SH   SOLE   652,100 0 0
BARRICK GOLD CORP COM 067901108 52,088 3,967,062 SH   SOLE   3,967,062 0 0
BAXTER INTL INC COM 071813109 64,603 874,899 SH   SOLE   874,899 0 0
BB&T CORP COM 054937107 16,786 332,800 SH   SOLE   332,800 0 0
BEACON ROOFING SUPPLY INC COM 073685109 48,938 1,148,240 SH   SOLE   1,148,240 0 0
BECTON DICKINSON & CO COM 075887109 73,162 305,401 SH   SOLE   305,401 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 446,386 2,391,569 SH   SOLE   2,391,569 0 0
BERRY GLOBAL GROUP INC COM 08579W103 156,196 3,400,000 SH   SOLE   3,400,000 0 0
BEST BUY INC COM 086516101 24,492 328,400 SH   SOLE   328,400 0 0
BIO RAD LABS INC CL A 090572207 23,083 80,000 SH   SOLE   80,000 0 0
BIOGEN INC COM 09062X103 81,324 280,197 SH   SOLE   280,197 0 0
BLACK HILLS CORP COM 092113109 88,755 1,450,000 SH   SOLE   1,450,000 0 0
BLACKROCK INC COM 09247X101 94,159 188,680 SH   SOLE   188,680 0 0
BLOCK H & R INC COM 093671105 6,276 275,500 SH   SOLE   275,500 0 0
BLUEBIRD BIO INC COM 09609G100 15,271 97,300 SH   SOLE   97,300 0 0
BLUELINX HLDGS INC COM NEW 09624H208 3,787 100,911 SH   SOLE   100,911 0 0
BOEING CO COM 097023105 313,138 933,318 SH   SOLE   933,318 0 0
BOOKING HLDGS INC COM 09857L108 89,192 44,000 SH   SOLE   44,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 25,410 581,063 SH   SOLE   581,063 0 0
BOSTON PROPERTIES INC COM 101121101 25,329 201,956 SH   SOLE   201,956 0 0
BOSTON SCIENTIFIC CORP COM 101137107 92,038 2,814,612 SH   SOLE   2,814,612 0 0
BP PLC SPONSORED ADR 055622104 16,899 370,102 SH   SOLE   370,102 0 0
BRASKEM S A SP ADR PFD A 105532105 125,044 4,809,385 SH   SOLE   4,809,385 0 0
BRF SA SPONSORED ADR 10552T107 4,680 1,000,000 SH   SOLE   1,000,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 6,398 159,672 SH   SOLE   159,672 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 35,120 1,600,000 SH   SOLE   1,600,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 90,576 1,636,710 SH   SOLE   1,636,710 0 0
BROADCOM INC COM 11135F101 129,552 533,926 SH   SOLE   533,926 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,306 115,600 SH   SOLE   115,600 0 0
BROWN FORMAN CORP CL B 115637209 16,704 340,832 SH   SOLE   340,832 0 0
BRUNSWICK CORP COM 117043109 113,923 1,766,793 SH   SOLE   1,766,793 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 10,974 600,000 SH   SOLE   600,000 0 0
BUNGE LIMITED COM G16962105 168,511 2,417,318 SH   SOLE   2,417,318 0 0
BURLINGTON STORES INC COM 122017106 48,968 325,304 SH   SOLE   325,304 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 15,142 181,000 SH   SOLE   181,000 0 0
CA INC COM 12673P105 303 8,500 SH   SOLE   8,500 0 0
CABOT CORP COM 127055101 24,708 400,000 SH   SOLE   400,000 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 84,816 788,545 SH   SOLE   788,545 0 0
CACTUS INC CL A 127203107 13,516 400,000 SH   SOLE   400,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 312 8,000 SH   SOLE   8,000 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 3,500 700,000 SH   SOLE   700,000 0 0
CALLON PETE CO DEL COM 13123X102 31,043 2,890,456 SH   SOLE   2,890,456 0 0
CAMECO CORP COM 13321L108 76,396 6,790,722 SH   SOLE   6,790,722 0 0
CAMPBELL SOUP CO COM 134429109 8,633 212,958 SH   SOLE   212,958 0 0
CAPITAL ONE FINL CORP COM 14040H105 98,883 1,075,982 SH   SOLE   1,075,982 0 0
CARBON BLACK INC COM 14081R103 260 10,000 SH   SOLE   10,000 0 0
CARDINAL HEALTH INC COM 14149Y108 8,443 172,900 SH   SOLE   172,900 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 30,890 539,000 SH   SOLE   539,000 0 0
CATERPILLAR INC DEL COM 149123101 130,197 959,661 SH   SOLE   959,661 0 0
CATHAY GEN BANCORP COM 149150104 8,303 205,060 SH   SOLE   205,060 0 0
CAVIUM INC COM 14964U108 65,753 760,153 SH   SOLE   760,153 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 15,506 149,000 SH   SOLE   149,000 0 0
CBRE GROUP INC CL A 12504L109 18,953 397,000 SH   SOLE   397,000 0 0
CBS CORP NEW CL B 124857202 25,255 449,221 SH   SOLE   449,221 0 0
CELGENE CORP COM 151020104 63,219 796,006 SH   SOLE   796,006 0 0
CELLECTIS S A SPONSORED ADS 15117K103 24,068 850,746 SH   SOLE   850,746 0 0
CENTENE CORP DEL COM 15135B101 47,422 384,886 SH   SOLE   384,886 0 0
CENTERPOINT ENERGY INC COM 15189T107 12,917 466,132 SH   SOLE   466,132 0 0
CENTURY ALUM CO COM 156431108 15,750 1,000,000 SH   SOLE   1,000,000 0 0
CENTURYLINK INC COM 156700106 23,755 1,274,389 SH   SOLE   1,274,389 0 0
CERIDIAN HCM HLDG INC COM 15677J108 2,157 65,000 SH   SOLE   65,000 0 0
CERNER CORP COM 156782104 21,717 363,220 SH   SOLE   363,220 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 97,182 331,442 SH   SOLE   331,442 0 0
CHEMOURS CO COM 163851108 40,152 905,129 SH   SOLE   905,129 0 0
CHENIERE ENERGY INC COM NEW 16411R208 73,455 1,126,786 SH   SOLE   1,126,786 0 0
CHEVRON CORP NEW COM 166764100 286,676 2,267,468 SH   SOLE   2,267,468 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 13,926 32,283 SH   SOLE   32,283 0 0
CHUBB LIMITED COM H1467J104 95,217 749,624 SH   SOLE   749,624 0 0
CHURCH & DWIGHT INC COM 171340102 15,220 286,299 SH   SOLE   286,299 0 0
CIGNA CORPORATION COM 125509109 64,939 382,104 SH   SOLE   382,104 0 0
CIMAREX ENERGY CO COM 171798101 68,704 675,294 SH   SOLE   675,294 0 0
CINTAS CORP COM 172908105 21,042 113,700 SH   SOLE   113,700 0 0
CISCO SYS INC COM 17275R102 267,826 6,224,162 SH   SOLE   6,224,162 0 0
CITIGROUP INC COM NEW 172967424 225,453 3,368,988 SH   SOLE   3,368,988 0 0
CITIZENS FINL GROUP INC COM 174610105 74,388 1,912,300 SH   SOLE   1,912,300 0 0
CITRIX SYS INC COM 177376100 17,613 168,000 SH   SOLE   168,000 0 0
CME GROUP INC COM CL A 12572Q105 74,113 452,131 SH   SOLE   452,131 0 0
CMS ENERGY CORP COM 125896100 17,264 365,140 SH   SOLE   365,140 0 0
COCA COLA CO COM 191216100 223,014 5,084,682 SH   SOLE   5,084,682 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 57,528 728,300 SH   SOLE   728,300 0 0
COLGATE PALMOLIVE CO COM 194162103 73,186 1,129,235 SH   SOLE   1,129,235 0 0
COMCAST CORP NEW CL A 20030N101 238,243 7,261,306 SH   SOLE   7,261,306 0 0
COMERICA INC COM 200340107 80,759 888,246 SH   SOLE   888,246 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 590 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 16,952 474,439 SH   SOLE   474,439 0 0
CONSTELLATION BRANDS INC CL A 21036P108 49,173 224,667 SH   SOLE   224,667 0 0
CONSTELLIUM NV CL A N22035104 8,172 793,430 SH   SOLE   793,430 0 0
CONTRAFECT CORP COM 212326102 9,061 4,100,000 SH   SOLE   4,100,000 0 0
COOPER COS INC COM NEW 216648402 18,693 79,392 SH   SOLE   79,392 0 0
COPART INC COM 217204106 15,780 279,000 SH   SOLE   279,000 0 0
CORNING INC COM 219350105 30,220 1,098,521 SH   SOLE   1,098,521 0 0
COSTCO WHSL CORP NEW COM 22160K105 119,277 570,756 SH   SOLE   570,756 0 0
COTY INC COM CL A 222070203 7,242 513,638 SH   SOLE   513,638 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 85,544 793,394 SH   SOLE   793,394 0 0
CROWN HOLDINGS INC COM 228368106 93,855 2,096,843 SH   SOLE   2,096,843 0 0
CSX CORP COM 126408103 74,308 1,165,068 SH   SOLE   1,165,068 0 0
CUBIC CORP COM 229669106 901 14,036 SH   SOLE   14,036 0 0
CUMMINS INC COM 231021106 27,146 204,104 SH   SOLE   204,104 0 0
CURTISS WRIGHT CORP COM 231561101 49,112 412,636 SH   SOLE   412,636 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 33,215 2,475,000 SH   SOLE   2,475,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 5,489 352,300 SH   SOLE   352,300 0 0
D R HORTON INC COM 23331A109 18,536 452,100 SH   SOLE   452,100 0 0
DANAHER CORP DEL COM 235851102 80,683 817,620 SH   SOLE   817,620 0 0
DARDEN RESTAURANTS INC COM 237194105 16,451 153,659 SH   SOLE   153,659 0 0
DAVITA INC COM 23918K108 7,670 110,450 SH   SOLE   110,450 0 0
DEERE & CO COM 244199105 580,142 4,149,801 SH   SOLE   4,149,801 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 16,256 192,200 SH   SOLE   192,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 53,281 1,075,519 SH   SOLE   1,075,519 0 0
DENTSPLY SIRONA INC COM 24906P109 13,188 301,300 SH   SOLE   301,300 0 0
DERMIRA INC COM 24983L104 10,834 1,177,581 SH   SOLE   1,177,581 0 0
DEVON ENERGY CORP NEW COM 25179M103 26,974 613,600 SH   SOLE   613,600 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 30,013 2,450,000 SH   SOLE   2,450,000 0 0
DIGITAL RLTY TR INC COM 253868103 30,506 273,400 SH   SOLE   273,400 0 0
DISCOVERY INC COM SER A 25470F104 5,595 203,457 SH   SOLE   203,457 0 0
DISCOVERY INC COM SER C 25470F302 25,453 998,167 SH   SOLE   998,167 0 0
DISH NETWORK CORP CL A 25470M109 10,237 304,568 SH   SOLE   304,568 0 0
DISNEY WALT CO COM DISNEY 254687106 206,886 1,973,917 SH   SOLE   1,973,917 0 0
DOCUSIGN INC COM 256163106 2,648 50,000 SH   SOLE   50,000 0 0
DOLLAR GEN CORP NEW COM 256677105 31,650 320,992 SH   SOLE   320,992 0 0
DOLLAR TREE INC COM 256746108 332,490 3,911,645 SH   SOLE   3,911,645 0 0
DOMINION ENERGY INC COM 25746U109 55,137 808,700 SH   SOLE   808,700 0 0
DOMO INC COM CL B 257554105 10,920 400,000 SH   SOLE   400,000 0 0
DOWDUPONT INC COM 26078J100 291,370 4,420,062 SH   SOLE   4,420,062 0 0
DTE ENERGY CO COM 233331107 24,073 232,300 SH   SOLE   232,300 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 21,636 273,600 SH   SOLE   273,600 0 0
DUKE REALTY CORP COM NEW 264411505 13,699 471,900 SH   SOLE   471,900 0 0
DXC TECHNOLOGY CO COM 23355L106 27,438 340,376 SH   SOLE   340,376 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 59,774 977,341 SH   SOLE   977,341 0 0
EAGLE MATERIALS INC COM 26969P108 185,463 1,766,822 SH   SOLE   1,766,822 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 3,783 50,000 SH   SOLE   50,000 0 0
EAST WEST BANCORP INC COM 27579R104 18,321 281,000 SH   SOLE   281,000 0 0
EASTMAN CHEM CO COM 277432100 18,942 189,500 SH   SOLE   189,500 0 0
EATON CORP PLC SHS G29183103 18,333 245,285 SH   SOLE   245,285 0 0
EATON VANCE CORP COM NON VTG 278265103 1,305 25,000 SH   SOLE   25,000 0 0
EBAY INC COM 278642103 37,232 1,026,800 SH   SOLE   1,026,800 0 0
ECOLAB INC COM 278865100 37,870 269,865 SH   SOLE   269,865 0 0
EDISON INTL COM 281020107 36,740 580,681 SH   SOLE   580,681 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 73,565 505,360 SH   SOLE   505,360 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 8,323 682,200 SH   SOLE   682,200 0 0
ELECTRONIC ARTS INC COM 285512109 86,206 611,300 SH   SOLE   611,300 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 6,275 252,011 SH   SOLE   252,011 0 0
EMCOR GROUP INC COM 29084Q100 19,213 252,200 SH   SOLE   252,200 0 0
EMERSON ELEC CO COM 291011104 347,829 5,030,786 SH   SOLE   5,030,786 0 0
ENCOMPASS HEALTH CORP COM 29261A100 13,544 200,000 SH   SOLE   200,000 0 0
ENDOCYTE INC COM 29269A102 10,350 750,000 SH   SOLE   750,000 0 0
ENSCO PLC SHS CLASS A G3157S106 8,440 1,162,546 SH   SOLE   1,162,546 0 0
ENVISION HEALTHCARE CORP COM 29414D100 101,714 2,311,151 SH   SOLE   2,311,151 0 0
EOG RES INC COM 26875P101 67,043 538,800 SH   SOLE   538,800 0 0
EPAM SYS INC COM 29414B104 24,866 200,000 SH   SOLE   200,000 0 0
EQT CORP COM 26884L109 54,930 995,464 SH   SOLE   995,464 0 0
EQUIFAX INC COM 294429105 35,256 281,800 SH   SOLE   281,800 0 0
EQUINIX INC COM PAR $0.001 29444U700 44,625 103,806 SH   SOLE   103,806 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 30,803 483,633 SH   SOLE   483,633 0 0
ESSEX PPTY TR INC COM 297178105 20,966 87,700 SH   SOLE   87,700 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 9,853 133,510 SH   SOLE   133,510 0 0
EVEREST RE GROUP LTD COM G3223R108 4,932 21,399 SH   SOLE   21,399 0 0
EVERGY INC COM 30034W106 156,362 2,784,713 SH   SOLE   2,784,713 0 0
EVERQUOTE INC COM CL A 30041R108 6,342 350,000 SH   SOLE   350,000 0 0
EVERSOURCE ENERGY COM 30040W108 100,203 1,709,656 SH   SOLE   1,709,656 0 0
EVO PMTS INC CL A COM 26927E104 6,959 338,121 SH   SOLE   338,121 0 0
EXELON CORP COM 30161N101 54,247 1,273,400 SH   SOLE   1,273,400 0 0
EXPEDIA GROUP INC COM NEW 30212P303 4,387 36,500 SH   SOLE   36,500 0 0
EXPEDITORS INTL WASH INC COM 302130109 16,974 232,200 SH   SOLE   232,200 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 57,657 746,750 SH   SOLE   746,750 0 0
EXTRA SPACE STORAGE INC COM 30225T102 16,718 167,500 SH   SOLE   167,500 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 2,005 136,481 SH   SOLE   136,481 0 0
EXXON MOBIL CORP COM 30231G102 260,963 3,154,392 SH   SOLE   3,154,392 0 0
F M C CORP COM NEW 302491303 69,186 775,537 SH   SOLE   775,537 0 0
F5 NETWORKS INC COM 315616102 13,796 80,000 SH   SOLE   80,000 0 0
FACEBOOK INC CL A 30303M102 595,066 3,062,300 SH   SOLE   3,062,300 0 0
FCB FINL HLDGS INC CL A 30255G103 1,470 25,000 SH   SOLE   25,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 12,086 95,500 SH   SOLE   95,500 0 0
FEDEX CORP COM 31428X106 74,091 326,304 SH   SOLE   326,304 0 0
FERROGLOBE PLC SHS G33856108 83,651 9,760,892 SH   SOLE   9,760,892 0 0
FIBROGEN INC COM 31572Q808 37,122 593,000 SH   SOLE   593,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 46,683 440,285 SH   SOLE   440,285 0 0
FIFTH THIRD BANCORP COM 316773100 12,892 449,200 SH   SOLE   449,200 0 0
FIRST DATA CORP NEW COM CL A 32008D106 24,342 1,163,000 SH   SOLE   1,163,000 0 0
FIRST HAWAIIAN INC COM 32051X108 9,975 343,721 SH   SOLE   343,721 0 0
FIRST HORIZON NATL CORP COM 320517105 10,406 583,300 SH   SOLE   583,300 0 0
FIRSTENERGY CORP COM 337932107 101,388 2,823,400 SH   SOLE   2,823,400 0 0
FISERV INC COM 337738108 83,478 1,126,710 SH   SOLE   1,126,710 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 10,909 690,000 SH   SOLE   690,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 25,615 121,600 SH   SOLE   121,600 0 0
FLUOR CORP NEW COM 343412102 8,941 183,292 SH   SOLE   183,292 0 0
FOAMIX PHARMACEUTICALS LTD SHS M46135105 3,883 775,000 SH   SOLE   775,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 53,719 4,852,700 SH   SOLE   4,852,700 0 0
FORTIS INC COM 349553107 65,431 2,052,424 SH   SOLE   2,052,424 0 0
FORTIVE CORP COM 34959J108 31,167 404,193 SH   SOLE   404,193 0 0
FORTRESS BIOTECH INC COM 34960Q109 149 50,000 SH   SOLE   50,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 95,735 1,783,115 SH   SOLE   1,783,115 0 0
FORTY SEVEN INC COM 34983P104 6,400 400,000 SH   SOLE   400,000 0 0
FRANKLIN RES INC COM 354613101 10,378 323,800 SH   SOLE   323,800 0 0
FRANKS INTL N V COM N33462107 8,431 1,080,846 SH   SOLE   1,080,846 0 0
FREEPORT-MCMORAN INC CL B 35671D857 52,458 3,039,300 SH   SOLE   3,039,300 0 0
FTS INTERNATIONAL INC COM 30283W104 6,622 465,000 SH   SOLE   465,000 0 0
FULLER H B CO COM 359694106 38,341 714,245 SH   SOLE   714,245 0 0
GALLAGHER ARTHUR J & CO COM 363576109 15,817 242,300 SH   SOLE   242,300 0 0
GARDNER DENVER HLDGS INC COM 36555P107 71,965 2,448,636 SH   SOLE   2,448,636 0 0
GARMIN LTD SHS H2906T109 8,333 136,612 SH   SOLE   136,612 0 0
GARTNER INC COM 366651107 16,107 121,200 SH   SOLE   121,200 0 0
GASTAR EXPL INC NEW COM 36729W202 124 221,550 SH   SOLE   221,550 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 75,011 2,591,069 SH   SOLE   2,591,069 0 0
GENERAL DYNAMICS CORP COM 369550108 119,054 638,668 SH   SOLE   638,668 0 0
GENERAL ELECTRIC CO COM 369604103 172,851 12,700,315 SH   SOLE   12,700,315 0 0
GENERAL MTRS CO COM 37045V100 110,591 2,806,866 SH   SOLE   2,806,866 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,691 75,000 SH   SOLE   75,000 0 0
GENUINE PARTS CO COM 372460105 3,405 37,100 SH   SOLE   37,100 0 0
GGP INC COM 36174X101 16,883 826,400 SH   SOLE   826,400 0 0
GILEAD SCIENCES INC COM 375558103 114,626 1,618,094 SH   SOLE   1,618,094 0 0
GLOBAL PMTS INC COM 37940X102 7,076 63,472 SH   SOLE   63,472 0 0
GLOBANT S A COM L44385109 1,704 30,000 SH   SOLE   30,000 0 0
GODADDY INC CL A 380237107 14,120 200,000 SH   SOLE   200,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 79,846 362,000 SH   SOLE   362,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 204,102 8,763,522 SH   SOLE   8,763,522 0 0
GRACE W R & CO DEL NEW COM 38388F108 89,462 1,220,319 SH   SOLE   1,220,319 0 0
GRAFTECH INTL LTD COM 384313508 4,498 250,000 SH   SOLE   250,000 0 0
GRAINGER W W INC COM 384802104 20,654 66,970 SH   SOLE   66,970 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 5,873 404,773 SH   SOLE   404,773 0 0
GREENSKY INC CL A 39572G100 212 10,000 SH   SOLE   10,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 12,520 198,737 SH   SOLE   198,737 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 27,597 2,700,000 SH   SOLE   2,700,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 3,834 305,000 SH   SOLE   305,000 0 0
HALLIBURTON CO COM 406216101 7,887 175,039 SH   SOLE   175,039 0 0
HANESBRANDS INC COM 410345102 9,786 444,400 SH   SOLE   444,400 0 0
HARLEY DAVIDSON INC COM 412822108 9,287 220,700 SH   SOLE   220,700 0 0
HARRIS CORP DEL COM 413875105 7,997 55,327 SH   SOLE   55,327 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 44,450 975,000 SH   SOLE   975,000 0 0
HASBRO INC COM 418056107 13,936 150,972 SH   SOLE   150,972 0 0
HCA HEALTHCARE INC COM 40412C101 38,136 371,700 SH   SOLE   371,700 0 0
HCP INC COM 40414L109 16,126 624,543 SH   SOLE   624,543 0 0
HERSHEY CO COM 427866108 16,936 181,985 SH   SOLE   181,985 0 0
HESS CORP COM 42809H107 9,064 135,500 SH   SOLE   135,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 24,100 1,649,536 SH   SOLE   1,649,536 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 29,258 369,600 SH   SOLE   369,600 0 0
HOLLYFRONTIER CORP COM 436106108 2,388 34,900 SH   SOLE   34,900 0 0
HOLOGIC INC COM 436440101 520 13,091 SH   SOLE   13,091 0 0
HOME DEPOT INC COM 437076102 299,499 1,535,105 SH   SOLE   1,535,105 0 0
HONEYWELL INTL INC COM 438516106 238,708 1,657,117 SH   SOLE   1,657,117 0 0
HORMEL FOODS CORP COM 440452100 12,906 346,846 SH   SOLE   346,846 0 0
HOST HOTELS & RESORTS INC COM 44107P104 20,738 984,233 SH   SOLE   984,233 0 0
HP INC COM 40434L105 49,331 2,174,136 SH   SOLE   2,174,136 0 0
HUBBELL INC COM 443510607 68,070 643,746 SH   SOLE   643,746 0 0
HUMANA INC COM 444859102 46,344 155,710 SH   SOLE   155,710 0 0
HUNT J B TRANS SVCS INC COM 445658107 13,383 110,100 SH   SOLE   110,100 0 0
HUNTINGTON BANCSHARES INC COM 446150104 36,194 2,452,200 SH   SOLE   2,452,200 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 108,008 498,217 SH   SOLE   498,217 0 0
ICON PLC SHS G4705A100 10,602 80,000 SH   SOLE   80,000 0 0
ICU MED INC COM 44930G107 14,683 50,000 SH   SOLE   50,000 0 0
IDEXX LABS INC COM 45168D104 30,608 140,443 SH   SOLE   140,443 0 0
IHS MARKIT LTD SHS G47567105 24,490 474,700 SH   SOLE   474,700 0 0
II VI INC COM 902104108 5,301 122,000 SH   SOLE   122,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 119,889 865,372 SH   SOLE   865,372 0 0
ILLUMINA INC COM 452327109 49,025 175,536 SH   SOLE   175,536 0 0
IMMUNOMEDICS INC COM 452907108 3,551 150,000 SH   SOLE   150,000 0 0
INCYTE CORP COM 45337C102 7,047 105,177 SH   SOLE   105,177 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 10,380 2,519,369 SH   SOLE   2,519,369 0 0
INFLARX NV COM N44821101 76,938 2,385,659 SH   SOLE   2,385,659 0 0
INFRAREIT INC COM 45685L100 69,836 3,150,000 SH   SOLE   3,150,000 0 0
INGERSOLL-RAND PLC SHS G47791101 29,833 332,478 SH   SOLE   332,478 0 0
INPHI CORP COM 45772F107 13,697 420,029 SH   SOLE   420,029 0 0
INSMED INC COM PAR $.01 457669307 29,563 1,250,000 SH   SOLE   1,250,000 0 0
INSPIRE MED SYS INC COM 457730109 1,783 50,000 SH   SOLE   50,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 8,910 2,025,000 SH   SOLE   2,025,000 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 25,764 400,000 SH   SOLE   400,000 0 0
INTEL CORP COM 458140100 298,164 5,998,059 SH   SOLE   5,998,059 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 56,692 770,790 SH   SOLE   770,790 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 131,428 940,790 SH   SOLE   940,790 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 12,582 101,500 SH   SOLE   101,500 0 0
INTL PAPER CO COM 460146103 28,670 550,492 SH   SOLE   550,492 0 0
INTUIT COM 461202103 78,371 383,600 SH   SOLE   383,600 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 110,689 231,335 SH   SOLE   231,335 0 0
INVACARE CORP COM 461203101 1,201 64,565 SH   SOLE   64,565 0 0
INVESCO LTD SHS G491BT108 6,915 260,369 SH   SOLE   260,369 0 0
IPG PHOTONICS CORP COM 44980X109 10,965 49,700 SH   SOLE   49,700 0 0
IQVIA HLDGS INC COM 46266C105 21,411 214,500 SH   SOLE   214,500 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 16,226 200,000 SH   SOLE   200,000 0 0
IRON MTN INC NEW COM 46284V101 12,759 364,452 SH   SOLE   364,452 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 35,850 1,875,000 SH   SOLE   1,875,000 0 0
ITRON INC COM 465741106 12,010 200,000 SH   SOLE   200,000 0 0
ITT INC COM 45073V108 14,483 277,076 SH   SOLE   277,076 0 0
JABIL INC COM 466313103 10,521 380,366 SH   SOLE   380,366 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 9,581 150,901 SH   SOLE   150,901 0 0
JAGGED PEAK ENERGY INC COM 47009K107 10,091 775,000 SH   SOLE   775,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 33,254 193,000 SH   SOLE   193,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 10,924 480,400 SH   SOLE   480,400 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,674 351,659 SH   SOLE   351,659 0 0
JOHNSON & JOHNSON COM 478160104 387,021 3,189,555 SH   SOLE   3,189,555 0 0
JPMORGAN CHASE & CO COM 46625H100 439,641 4,219,207 SH   SOLE   4,219,207 0 0
JUNIPER NETWORKS INC COM 48203R104 12,610 459,900 SH   SOLE   459,900 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 22,665 213,900 SH   SOLE   213,900 0 0
KELLOGG CO COM 487836108 21,143 302,611 SH   SOLE   302,611 0 0
KEYCORP NEW COM 493267108 20,329 1,040,403 SH   SOLE   1,040,403 0 0
KIMBERLY CLARK CORP COM 494368103 17,693 167,962 SH   SOLE   167,962 0 0
KIMCO RLTY CORP COM 49446R109 9,116 536,563 SH   SOLE   536,563 0 0
KINDER MORGAN INC DEL COM 49456B101 29,880 1,690,995 SH   SOLE   1,690,995 0 0
KINDRED BIOSCIENCES INC COM 494577109 10,384 975,000 SH   SOLE   975,000 0 0
KLA-TENCOR CORP COM 482480100 8,399 81,920 SH   SOLE   81,920 0 0
KOSMOS ENERGY LTD SHS G5315B107 5,954 720,000 SH   SOLE   720,000 0 0
KRAFT HEINZ CO COM 500754106 47,997 764,043 SH   SOLE   764,043 0 0
KROGER CO COM 501044101 28,211 991,616 SH   SOLE   991,616 0 0
L BRANDS INC COM 501797104 9,945 269,668 SH   SOLE   269,668 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 11,274 62,800 SH   SOLE   62,800 0 0
LAM RESEARCH CORP COM 512807108 83,119 480,876 SH   SOLE   480,876 0 0
LAUDER ESTEE COS INC CL A 518439104 40,709 285,295 SH   SOLE   285,295 0 0
LEAR CORP COM NEW 521865204 7,936 42,710 SH   SOLE   42,710 0 0
LEIDOS HLDGS INC COM 525327102 19,406 328,910 SH   SOLE   328,910 0 0
LENNAR CORP CL A 526057104 18,717 356,517 SH   SOLE   356,517 0 0
LENNOX INTL INC COM 526107107 27,553 137,664 SH   SOLE   137,664 0 0
LHC GROUP INC COM 50187A107 13,694 160,000 SH   SOLE   160,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 22,680 500,000 SH   SOLE   500,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 22,289 600,300 SH   SOLE   600,300 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 10,296 550,000 SH   SOLE   550,000 0 0
LILLY ELI & CO COM 532457108 142,449 1,669,390 SH   SOLE   1,669,390 0 0
LINCOLN ELEC HLDGS INC COM 533900106 21,775 248,115 SH   SOLE   248,115 0 0
LINCOLN NATL CORP IND *W EXP 07/10/201 534187117 26,278 413,400 SH   SOLE   413,400 0 0
LIVANOVA PLC SHS G5509L101 34,937 350,000 SH   SOLE   350,000 0 0
LKQ CORP COM 501889208 13,127 411,500 SH   SOLE   411,500 0 0
LOCKHEED MARTIN CORP COM 539830109 303,941 1,028,810 SH   SOLE   1,028,810 0 0
LOEWS CORP COM 540424108 6,295 130,377 SH   SOLE   130,377 0 0
LOUISIANA PAC CORP COM 546347105 27,779 1,020,523 SH   SOLE   1,020,523 0 0
LOWES COS INC COM 548661107 190,160 1,989,743 SH   SOLE   1,989,743 0 0
LOXO ONCOLOGY INC COM 548862101 11,276 65,000 SH   SOLE   65,000 0 0
LPL FINL HLDGS INC COM 50212V100 6,554 100,000 SH   SOLE   100,000 0 0
M & T BK CORP COM 55261F104 38,656 227,190 SH   SOLE   227,190 0 0
MACERICH CO COM 554382101 7,871 138,500 SH   SOLE   138,500 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 13,985 50,000 SH   SOLE   50,000 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 9,754 522,700 SH   SOLE   522,700 0 0
MARATHON OIL CORP COM 565849106 10,470 501,900 SH   SOLE   501,900 0 0
MARATHON PETE CORP COM 56585A102 55,970 797,752 SH   SOLE   797,752 0 0
MARRIOTT INTL INC NEW CL A 571903202 49,744 392,925 SH   SOLE   392,925 0 0
MARSH & MCLENNAN COS INC COM 571748102 55,240 673,904 SH   SOLE   673,904 0 0
MARTIN MARIETTA MATLS INC COM 573284106 53,636 240,166 SH   SOLE   240,166 0 0
MASCO CORP COM 574599106 64,149 1,714,300 SH   SOLE   1,714,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 271,612 1,382,110 SH   SOLE   1,382,110 0 0
MATTEL INC COM 577081102 7,500 456,742 SH   SOLE   456,742 0 0
MCCORMICK & CO INC COM NON VTG 579780206 18,379 158,315 SH   SOLE   158,315 0 0
MCDONALDS CORP COM 580135101 161,674 1,031,809 SH   SOLE   1,031,809 0 0
MCKESSON CORP COM 58155Q103 35,939 269,408 SH   SOLE   269,408 0 0
MDU RES GROUP INC COM 552690109 17,208 600,000 SH   SOLE   600,000 0 0
MEDTRONIC PLC SHS G5960L103 124,069 1,449,235 SH   SOLE   1,449,235 0 0
MERCK & CO INC COM 58933Y105 398,995 6,573,233 SH   SOLE   6,573,233 0 0
METLIFE INC COM 59156R108 53,400 1,224,776 SH   SOLE   1,224,776 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 19,324 33,396 SH   SOLE   33,396 0 0
MGM RESORTS INTERNATIONAL COM 552953101 19,154 659,800 SH   SOLE   659,800 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 13,625 204,575 SH   SOLE   204,575 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,180 23,967 SH   SOLE   23,967 0 0
MICRON TECHNOLOGY INC COM 595112103 78,047 1,488,310 SH   SOLE   1,488,310 0 0
MICROSOFT CORP COM 594918104 1,032,639 10,471,955 SH   SOLE   10,471,955 0 0
MID AMER APT CMNTYS INC COM 59522J103 14,965 148,650 SH   SOLE   148,650 0 0
MILACRON HLDGS CORP COM 59870L106 1,590 84,017 SH   SOLE   84,017 0 0
MOHAWK INDS INC COM 608190104 60,853 284,000 SH   SOLE   284,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 16,176 237,736 SH   SOLE   237,736 0 0
MONDELEZ INTL INC CL A 609207105 80,614 1,966,197 SH   SOLE   1,966,197 0 0
MONOLITHIC PWR SYS INC COM 609839105 11,844 88,605 SH   SOLE   88,605 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 31,306 546,361 SH   SOLE   546,361 0 0
MOODYS CORP COM 615369105 36,550 214,297 SH   SOLE   214,297 0 0
MOOG INC CL A 615394202 589 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 91,558 1,931,600 SH   SOLE   1,931,600 0 0
MOSAIC CO NEW COM 61945C103 370,415 13,205,511 SH   SOLE   13,205,511 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 27,135 233,176 SH   SOLE   233,176 0 0
MRC GLOBAL INC COM 55345K103 396 18,266 SH   SOLE   18,266 0 0
MSCI INC COM 55354G100 19,372 117,100 SH   SOLE   117,100 0 0
MYLAN N V SHS EURO N59465109 41,855 1,158,141 SH   SOLE   1,158,141 0 0
MYOVANT SCIENCES LTD COM G637AM102 16,009 700,000 SH   SOLE   700,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 481 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 13,889 152,180 SH   SOLE   152,180 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 30,718 550,000 SH   SOLE   550,000 0 0
NATIONAL VISION HLDGS INC COM 63845R107 91,240 2,494,935 SH   SOLE   2,494,935 0 0
NETAPP INC COM 64110D104 28,106 357,900 SH   SOLE   357,900 0 0
NETFLIX INC COM 64110L106 226,416 578,432 SH   SOLE   578,432 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 14,932 152,000 SH   SOLE   152,000 0 0
NEURONETICS INC COM 64131A105 2,661 100,000 SH   SOLE   100,000 0 0
NEVRO CORP COM 64157F103 15,970 200,000 SH   SOLE   200,000 0 0
NEW SR INVT GROUP INC COM 648691103 2,271 300,000 SH   SOLE   300,000 0 0
NEWELL BRANDS INC COM 651229106 16,281 631,300 SH   SOLE   631,300 0 0
NEWMONT MINING CORP COM 651639106 26,405 700,200 SH   SOLE   700,200 0 0
NEWS CORP NEW CL A 65249B109 7,618 491,453 SH   SOLE   491,453 0 0
NEWS CORP NEW CL B 65249B208 2,390 150,809 SH   SOLE   150,809 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 15,484 210,948 SH   SOLE   210,948 0 0
NEXTERA ENERGY INC COM 65339F101 135,136 809,051 SH   SOLE   809,051 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 13,281 429,392 SH   SOLE   429,392 0 0
NIKE INC CL B 654106103 134,112 1,683,138 SH   SOLE   1,683,138 0 0
NINE ENERGY SVC INC COM 65441V101 21,018 634,615 SH   SOLE   634,615 0 0
NOBLE ENERGY INC COM 655044105 478,493 13,562,718 SH   SOLE   13,562,718 0 0
NORFOLK SOUTHERN CORP COM 655844108 56,562 374,906 SH   SOLE   374,906 0 0
NORTHERN TR CORP COM 665859104 41,125 399,700 SH   SOLE   399,700 0 0
NORTHROP GRUMMAN CORP COM 666807102 71,366 231,935 SH   SOLE   231,935 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 12,620 267,100 SH   SOLE   267,100 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 7,760 284,761 SH   SOLE   284,761 0 0
NOVO-NORDISK A S ADR 670100205 13,836 300,000 SH   SOLE   300,000 0 0
NRG ENERGY INC COM NEW 629377508 139,870 4,556,020 SH   SOLE   4,556,020 0 0
NUCOR CORP COM 670346105 68,228 1,091,642 SH   SOLE   1,091,642 0 0
NUTANIX INC CL A 67059N108 5,157 100,000 SH   SOLE   100,000 0 0
NUTRIEN LTD COM 67077M108 129,626 2,383,699 SH   SOLE   2,383,699 0 0
NVENT ELECTRIC PLC SHS G6700G107 103,135 4,108,958 SH   SOLE   4,108,958 0 0
NVIDIA CORP COM 67066G104 189,545 800,104 SH   SOLE   800,104 0 0
NXP SEMICONDUCTORS N V COM N6596X109 215,262 1,970,000 SH   SOLE   1,970,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 30,065 109,900 SH   SOLE   109,900 0 0
OGE ENERGY CORP COM 670837103 52,815 1,500,000 SH   SOLE   1,500,000 0 0
OKTA INC CL A 679295105 5,037 100,000 SH   SOLE   100,000 0 0
OLIN CORP COM PAR $1 680665205 237,731 8,277,544 SH   SOLE   8,277,544 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 18,125 250,000 SH   SOLE   250,000 0 0
ONEMAIN HLDGS INC COM 68268W103 10,952 329,000 SH   SOLE   329,000 0 0
ORACLE CORP COM 68389X105 156,847 3,559,856 SH   SOLE   3,559,856 0 0
ORBCOMM INC COM 68555P100 65,184 6,453,848 SH   SOLE   6,453,848 0 0
ORBOTECH LTD ORD M75253100 24,651 398,889 SH   SOLE   398,889 0 0
OVASCIENCE INC COM 69014Q101 1,161 1,280,000 SH   SOLE   1,280,000 0 0
OWENS CORNING NEW COM 690742101 153,411 2,420,883 SH   SOLE   2,420,883 0 0
PACCAR INC COM 693718108 28,627 462,027 SH   SOLE   462,027 0 0
PACKAGING CORP AMER COM 695156109 13,594 121,600 SH   SOLE   121,600 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 278 10,000 SH   SOLE   10,000 0 0
PARSLEY ENERGY INC CL A 701877102 164,437 5,430,554 SH   SOLE   5,430,554 0 0
PAYCHEX INC COM 704326107 8,219 120,246 SH   SOLE   120,246 0 0
PAYPAL HLDGS INC COM 70450Y103 118,568 1,423,900 SH   SOLE   1,423,900 0 0
PENUMBRA INC COM 70975L107 10,361 75,000 SH   SOLE   75,000 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 2,929 161,900 SH   SOLE   161,900 0 0
PEPSICO INC COM 713448108 199,502 1,832,479 SH   SOLE   1,832,479 0 0
PERRIGO CO PLC SHS G97822103 9,012 123,611 SH   SOLE   123,611 0 0
PERSPECTA INC COM 715347100 514 25,000 SH   SOLE   25,000 0 0
PFIZER INC COM 717081103 256,592 7,072,548 SH   SOLE   7,072,548 0 0
PG&E CORP COM 69331C108 40,475 951,000 SH   SOLE   951,000 0 0
PHILIP MORRIS INTL INC COM 718172109 166,636 2,063,854 SH   SOLE   2,063,854 0 0
PHILLIPS 66 COM 718546104 62,063 552,601 SH   SOLE   552,601 0 0
PINNACLE WEST CAP CORP COM 723484101 11,769 146,094 SH   SOLE   146,094 0 0
PIONEER NAT RES CO COM 723787107 120,243 635,400 SH   SOLE   635,400 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 16,737 700,000 SH   SOLE   700,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 60,807 450,091 SH   SOLE   450,091 0 0
PPG INDS INC COM 693506107 50,031 482,318 SH   SOLE   482,318 0 0
PRICE T ROWE GROUP INC COM 74144T108 37,164 320,130 SH   SOLE   320,130 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 15,813 298,642 SH   SOLE   298,642 0 0
PROCTER AND GAMBLE CO COM 742718109 258,811 3,315,538 SH   SOLE   3,315,538 0 0
PROGRESSIVE CORP OHIO COM 743315103 55,347 935,704 SH   SOLE   935,704 0 0
PROLOGIS INC COM 74340W103 46,504 707,929 SH   SOLE   707,929 0 0
PROPETRO HLDG CORP COM 74347M108 27,749 1,769,687 SH   SOLE   1,769,687 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 15,786 2,162,527 SH   SOLE   2,162,527 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 3,360 500,000 SH   SOLE   500,000 0 0
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PTC INC COM 69370C100 6,208 66,178 SH   SOLE   66,178 0 0
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PUBLIC SVC ENTERPRISE GROUP COM 744573106 95,422 1,762,500 SH   SOLE   1,762,500 0 0
PULTE GROUP INC COM 745867101 10,008 348,100 SH   SOLE   348,100 0 0
PVH CORP COM 693656100 15,353 102,546 SH   SOLE   102,546 0 0
QIAGEN NV SHS NEW N72482123 1,808 50,000 SH   SOLE   50,000 0 0
QORVO INC COM 74736K101 12,208 152,278 SH   SOLE   152,278 0 0
QUALCOMM INC COM 747525103 110,549 1,969,864 SH   SOLE   1,969,864 0 0
QUANTA SVCS INC COM 74762E102 6,376 190,893 SH   SOLE   190,893 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 5,190 334,000 SH   SOLE   334,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 6,607 60,100 SH   SOLE   60,100 0 0
RALPH LAUREN CORP CL A 751212101 9,178 73,000 SH   SOLE   73,000 0 0
RANGE RES CORP COM 75281A109 20,076 1,200,000 SH   SOLE   1,200,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 14,653 164,000 SH   SOLE   164,000 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 14,928 873,519 SH   SOLE   873,519 0 0
REALTY INCOME CORP COM 756109104 20,166 374,900 SH   SOLE   374,900 0 0
RED HAT INC COM 756577102 31,752 236,300 SH   SOLE   236,300 0 0
REGALWOOD GLOBAL ENERGY LTD COM CL A G74760102 19,520 1,999,998 SH   SOLE   1,999,998 0 0
REGALWOOD GLOBAL ENERGY LTD *W EXP 12/05/202 G74760128 831 666,666 SH   SOLE   666,666 0 0
REGENCY CTRS CORP COM 758849103 12,075 194,500 SH   SOLE   194,500 0 0
REGENXBIO INC COM 75901B107 21,525 300,000 SH   SOLE   300,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 30,375 1,708,400 SH   SOLE   1,708,400 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 57,022 651,386 SH   SOLE   651,386 0 0
RESMED INC COM 761152107 19,431 187,591 SH   SOLE   187,591 0 0
REXNORD CORP NEW COM 76169B102 30,310 1,043,001 SH   SOLE   1,043,001 0 0
RITE AID CORP COM 767754104 10,421 6,023,468 SH   SOLE   6,023,468 0 0
ROBERT HALF INTL INC COM 770323103 10,481 161,000 SH   SOLE   161,000 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 23,556 1,200,000 SH   SOLE   1,200,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 90,567 544,831 SH   SOLE   544,831 0 0
ROCKWELL COLLINS INC COM 774341101 76,495 567,976 SH   SOLE   567,976 0 0
ROSS STORES INC COM 778296103 40,991 483,664 SH   SOLE   483,664 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 23,248 224,400 SH   SOLE   224,400 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 3,705 51,000 SH   SOLE   51,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 36,365 525,274 SH   SOLE   525,274 0 0
RSP PERMIAN INC COM 74978Q105 338,866 7,698,000 SH   SOLE   7,698,000 0 0
S&P GLOBAL INC COM 78409V104 67,676 331,926 SH   SOLE   331,926 0 0
SALESFORCE COM INC COM 79466L302 156,725 1,149,013 SH   SOLE   1,149,013 0 0
SANGAMO THERAPEUTICS INC COM 800677106 46,150 3,250,000 SH   SOLE   3,250,000 0 0
SANOFI RIGHT 12/31/2020 80105N113 307 614,455 SH   SOLE   614,455 0 0
SAREPTA THERAPEUTICS INC COM 803607100 139,663 1,056,611 SH   SOLE   1,056,611 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 25,511 154,500 SH   SOLE   154,500 0 0
SCANA CORP NEW COM 80589M102 26,565 689,654 SH   SOLE   689,654 0 0
SCHEIN HENRY INC COM 806407102 13,119 180,600 SH   SOLE   180,600 0 0
SCHLUMBERGER LTD COM 806857108 100,838 1,504,367 SH   SOLE   1,504,367 0 0
SCHWAB CHARLES CORP NEW COM 808513105 79,093 1,547,800 SH   SOLE   1,547,800 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 21,566 381,900 SH   SOLE   381,900 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 34,002 2,340,118 SH   SOLE   2,340,118 0 0
SENTINEL ENERGY SVCS INC COM CL A G8062D102 14,775 1,500,000 SH   SOLE   1,500,000 0 0
SENTINEL ENERGY SVCS INC *W EXP 11/02/202 G8062D110 525 500,000 SH   SOLE   500,000 0 0
SHERWIN WILLIAMS CO COM 824348106 153,334 376,216 SH   SOLE   376,216 0 0
SHIRE PLC SPONSORED ADR 82481R106 337,600 2,000,000 SH   SOLE   2,000,000 0 0
SIENTRA INC COM 82621J105 1,951 100,000 SH   SOLE   100,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 5,115 40,000 SH   SOLE   40,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 69,789 410,063 SH   SOLE   410,063 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 30,063 311,050 SH   SOLE   311,050 0 0
SL GREEN RLTY CORP COM 78440X101 12,074 120,100 SH   SOLE   120,100 0 0
SMARTSHEET INC COM CL A 83200N103 909 35,000 SH   SOLE   35,000 0 0
SMUCKER J M CO COM NEW 832696405 14,188 132,004 SH   SOLE   132,004 0 0
SNAP ON INC COM 833034101 11,889 73,973 SH   SOLE   73,973 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 4,805 100,000 SH   SOLE   100,000 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 11,432 800,000 SH   SOLE   800,000 0 0
SOLID BIOSCIENCES INC COM 83422E105 8,908 250,000 SH   SOLE   250,000 0 0
SOUTHWEST AIRLS CO COM 844741108 37,660 740,177 SH   SOLE   740,177 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 43,941 576,120 SH   SOLE   576,120 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 17,798 450,000 SH   SOLE   450,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 16,033 186,630 SH   SOLE   186,630 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 21,159 125,766 SH   SOLE   125,766 0 0
SPRING BK PHARMACEUTICALS IN COM 849431101 1,185 100,000 SH   SOLE   100,000 0 0
SQUARE INC CL A 852234103 3,082 50,000 SH   SOLE   50,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 19,463 375,000 SH   SOLE   375,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 26,574 200,089 SH   SOLE   200,089 0 0
STARBUCKS CORP COM 855244109 87,511 1,791,423 SH   SOLE   1,791,423 0 0
STARS GROUP INC COM 85570W100 23,595 650,000 SH   SOLE   650,000 0 0
STATE STR CORP COM 857477103 69,129 742,600 SH   SOLE   742,600 0 0
STEEL DYNAMICS INC COM 858119100 4,595 100,000 SH   SOLE   100,000 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 18,618 1,160,014 SH   SOLE   1,160,014 0 0
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STRYKER CORP COM 863667101 63,734 377,437 SH   SOLE   377,437 0 0
SUMMIT MATLS INC CL A 86614U100 127,981 4,875,462 SH   SOLE   4,875,462 0 0
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SUPER MICRO COMPUTER INC COM 86800U104 14,447 610,859 SH   SOLE   610,859 0 0
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SVB FINL GROUP COM 78486Q101 45,104 156,200 SH   SOLE   156,200 0 0
SYMANTEC CORP COM 871503108 16,734 810,359 SH   SOLE   810,359 0 0
SYNAPTICS INC COM 87157D109 6,624 131,500 SH   SOLE   131,500 0 0
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T MOBILE US INC COM 872590104 14,938 250,000 SH   SOLE   250,000 0 0
TAHOE RES INC COM 873868103 7,384 1,500,000 SH   SOLE   1,500,000 0 0
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TANDEM DIABETES CARE INC COM NEW 875372203 3,303 150,000 SH   SOLE   150,000 0 0
TAPESTRY INC COM 876030107 16,645 356,342 SH   SOLE   356,342 0 0
TARGA RES CORP COM 87612G101 34,643 700,000 SH   SOLE   700,000 0 0
TARGET CORP COM 87612E106 51,751 679,863 SH   SOLE   679,863 0 0
TE CONNECTIVITY LTD REG SHS H84989104 39,540 439,045 SH   SOLE   439,045 0 0
TECHNIPFMC PLC COM G87110105 18,358 578,400 SH   SOLE   578,400 0 0
TELEFLEX INC COM 879369106 26,821 100,000 SH   SOLE   100,000 0 0
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TIFFANY & CO NEW COM 886547108 44,243 336,190 SH   SOLE   336,190 0 0
TIMKEN CO COM 887389104 31,848 731,304 SH   SOLE   731,304 0 0
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TORCHMARK CORP COM 891027104 7,989 98,139 SH   SOLE   98,139 0 0
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TPG PACE ENERGY HLDGS CORP CL A 872656103 46,741 4,299,998 SH   SOLE   4,299,998 0 0
TPG PACE ENERGY HLDGS CORP *W EXP 99/99/999 872656111 3,896 1,416,666 SH   SOLE   1,416,666 0 0
TRACTOR SUPPLY CO COM 892356106 2,708 35,400 SH   SOLE   35,400 0 0
TRANSDIGM GROUP INC COM 893641100 14,602 42,308 SH   SOLE   42,308 0 0
TRANSOCEAN LTD REG SHS H8817H100 18,144 1,350,000 SH   SOLE   1,350,000 0 0
TRANSUNION COM 89400J107 37,611 525,000 SH   SOLE   525,000 0 0
TRIBUNE MEDIA CO CL A 896047503 42,480 1,110,000 SH   SOLE   1,110,000 0 0
TRICIDA INC COM 89610F101 18,859 630,751 SH   SOLE   630,751 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 144,072 2,899,411 SH   SOLE   2,899,411 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 28,600 580,483 SH   SOLE   580,483 0 0
TWITTER INC COM 90184L102 19,774 452,800 SH   SOLE   452,800 0 0
TYSON FOODS INC CL A 902494103 27,206 395,155 SH   SOLE   395,155 0 0
U S G CORP COM NEW 903293405 6,784 157,320 SH   SOLE   157,320 0 0
U S SILICA HLDGS INC COM 90346E103 48,106 1,872,546 SH   SOLE   1,872,546 0 0
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ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 25,175 327,500 SH   SOLE   327,500 0 0
UNDER ARMOUR INC CL A 904311107 113,499 5,048,873 SH   SOLE   5,048,873 0 0
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UNION PAC CORP COM 907818108 145,890 1,029,714 SH   SOLE   1,029,714 0 0
UNIQURE NV SHS N90064101 13,173 348,482 SH   SOLE   348,482 0 0
UNITED CONTL HLDGS INC COM 910047109 24,081 345,350 SH   SOLE   345,350 0 0
UNITED PARCEL SERVICE INC CL B 911312106 56,886 535,500 SH   SOLE   535,500 0 0
UNITED RENTALS INC COM 911363109 16,471 111,579 SH   SOLE   111,579 0 0
UNITED TECHNOLOGIES CORP COM 913017109 24,945 199,509 SH   SOLE   199,509 0 0
UNITEDHEALTH GROUP INC COM 91324P102 341,011 1,389,953 SH   SOLE   1,389,953 0 0
UNITIL CORP COM 913259107 20,926 410,000 SH   SOLE   410,000 0 0
UNIVAR INC COM 91336L107 3,936 150,000 SH   SOLE   150,000 0 0
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UNUM GROUP COM 91529Y106 10,878 294,069 SH   SOLE   294,069 0 0
US BANCORP DEL COM NEW 902973304 63,070 1,260,900 SH   SOLE   1,260,900 0 0
VALVOLINE INC COM 92047W101 34,632 1,605,560 SH   SOLE   1,605,560 0 0
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VANTAGE ENERGY ACQUISITION COM CL A 92211L105 46,883 4,750,000 SH   SOLE   4,750,000 0 0
VANTAGE ENERGY ACQUISITION *W EXP 04/12/202 92211L113 2,058 1,583,333 SH   SOLE   1,583,333 0 0
VENTAS INC COM 92276F100 26,630 467,600 SH   SOLE   467,600 0 0
VERISIGN INC COM 92343E102 17,533 127,590 SH   SOLE   127,590 0 0
VERISK ANALYTICS INC COM 92345Y106 16,286 151,300 SH   SOLE   151,300 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 313,650 6,234,339 SH   SOLE   6,234,339 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 146,319 860,904 SH   SOLE   860,904 0 0
VISA INC COM CL A 92826C839 385,210 2,908,340 SH   SOLE   2,908,340 0 0
VISTRA ENERGY CORP COM 92840M102 94,640 4,000,000 SH   SOLE   4,000,000 0 0
VMWARE INC CL A COM 928563402 13,962 95,000 SH   SOLE   95,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 16,437 222,359 SH   SOLE   222,359 0 0
VOYAGER THERAPEUTICS INC COM 92915B106 9,282 475,000 SH   SOLE   475,000 0 0
VULCAN MATLS CO COM 929160109 56,639 438,858 SH   SOLE   438,858 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 44,362 739,187 SH   SOLE   739,187 0 0
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WAYFAIR INC CL A 94419L101 118,760 1,000,000 SH   SOLE   1,000,000 0 0
WELBILT INC COM 949090104 3,207 143,741 SH   SOLE   143,741 0 0
WELLS FARGO CO NEW COM 949746101 442,192 7,976,052 SH   SOLE   7,976,052 0 0
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WESTERN DIGITAL CORP COM 958102105 28,180 364,037 SH   SOLE   364,037 0 0
WESTERN UN CO COM 959802109 8,395 412,917 SH   SOLE   412,917 0 0
WESTROCK CO COM 96145D105 57,887 1,015,201 SH   SOLE   1,015,201 0 0
WEYERHAEUSER CO COM 962166104 36,285 995,200 SH   SOLE   995,200 0 0
WILLIAMS COS INC DEL COM 969457100 70,130 2,586,852 SH   SOLE   2,586,852 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 54,891 362,075 SH   SOLE   362,075 0 0
WOODWARD INC COM 980745103 6,405 83,331 SH   SOLE   83,331 0 0
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WPX ENERGY INC COM 98212B103 87,896 4,875,000 SH   SOLE   4,875,000 0 0
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XCEL ENERGY INC COM 98389B100 30,473 667,100 SH   SOLE   667,100 0 0
XENON PHARMACEUTICALS INC COM 98420N105 7,360 800,000 SH   SOLE   800,000 0 0
XEROX CORP COM NEW 984121608 6,919 288,300 SH   SOLE   288,300 0 0
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XL GROUP LTD COM G98294104 127,505 2,278,914 SH   SOLE   2,278,914 0 0
YUM BRANDS INC COM 988498101 35,453 453,249 SH   SOLE   453,249 0 0
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