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 29,500 140,003 SH   SOLE   140,003 0 0
ABBOTT LABS COM 002824100 202,506 2,760,447 SH   SOLE   2,760,447 0 0
ABBVIE INC COM 00287Y109 47,788 505,262 SH   SOLE   505,262 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 25,280 1,975,000 SH   SOLE   1,975,000 0 0
ABIOMED INC COM 003654100 15,561 34,600 SH   SOLE   34,600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 141,334 830,400 SH   SOLE   830,400 0 0
ACTIVISION BLIZZARD INC COM 00507V109 123,328 1,482,481 SH   SOLE   1,482,481 0 0
ACUITY BRANDS INC COM 00508Y102 35,874 228,208 SH   SOLE   228,208 0 0
ADOBE SYS INC COM 00724F101 172,155 637,728 SH   SOLE   637,728 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 77,114 458,115 SH   SOLE   458,115 0 0
ADVANCED MICRO DEVICES INC COM 007903107 28,151 911,323 SH   SOLE   911,323 0 0
ADVAXIS INC COM NEW 007624208 2,350 2,500,000 SH   SOLE   2,500,000 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 18,150 3,000,000 SH   SOLE   3,000,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 8,763 915,702 SH   SOLE   915,702 0 0
AERCAP HOLDINGS NV SHS N00985106 10,107 175,715 SH   SOLE   175,715 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 163,108 2,650,000 SH   SOLE   2,650,000 0 0
AES CORP COM 00130H105 11,968 854,833 SH   SOLE   854,833 0 0
AETNA INC NEW COM 00817Y108 946,475 4,665,888 SH   SOLE   4,665,888 0 0
AEVI GENOMIC MEDICINE INC COM 00835P105 6,765 5,500,000 SH   SOLE   5,500,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 13,416 98,125 SH   SOLE   98,125 0 0
AFLAC INC COM 001055102 39,975 849,274 SH   SOLE   849,274 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 90,026 1,276,246 SH   SOLE   1,276,246 0 0
AIR PRODS & CHEMS INC COM 009158106 63,994 383,081 SH   SOLE   383,081 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 13,269 181,400 SH   SOLE   181,400 0 0
AKORN INC COM 009728106 295 22,700 SH   SOLE   22,700 0 0
ALASKA AIR GROUP INC COM 011659109 18,602 270,137 SH   SOLE   270,137 0 0
ALBEMARLE CORP COM 012653101 4,550 45,600 SH   SOLE   45,600 0 0
ALCOA CORP COM 013872106 223,412 5,530,000 SH   SOLE   5,530,000 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 5,396 391,000 SH   SOLE   391,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 16,655 132,400 SH   SOLE   132,400 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 26,995 194,192 SH   SOLE   194,192 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 31,304 190,000 SH   SOLE   190,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 36,305 92,800 SH   SOLE   92,800 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 13,342 147,308 SH   SOLE   147,308 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 3,690 343,574 SH   SOLE   343,574 0 0
ALLERGAN PLC SHS G0177J108 68,405 359,119 SH   SOLE   359,119 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 14,483 61,329 SH   SOLE   61,329 0 0
ALLIANT ENERGY CORP COM 018802108 12,728 298,991 SH   SOLE   298,991 0 0
ALLSTATE CORP COM 020002101 26,966 273,213 SH   SOLE   273,213 0 0
ALLY FINL INC COM 02005N100 22,181 838,600 SH   SOLE   838,600 0 0
ALPHABET INC CAP STK CL C 02079K107 492,797 412,911 SH   SOLE   412,911 0 0
ALPHABET INC CAP STK CL A 02079K305 457,977 379,409 SH   SOLE   379,409 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 33 66,666 SH   SOLE   66,666 0 0
ALTRIA GROUP INC COM 02209S103 147,369 2,443,532 SH   SOLE   2,443,532 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 7,330 380,000 SH   SOLE   380,000 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 56,945 3,500,000 SH   SOLE   3,500,000 0 0
AMAZON COM INC COM 023135106 1,101,816 550,083 SH   SOLE   550,083 0 0
AMBARELLA INC SHS G037AX101 1,934 50,000 SH   SOLE   50,000 0 0
AMEREN CORP COM 023608102 19,914 315,000 SH   SOLE   315,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 143,680 3,476,414 SH   SOLE   3,476,414 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 23,407 1,342,157 SH   SOLE   1,342,157 0 0
AMERICAN EXPRESS CO COM 025816109 84,558 794,050 SH   SOLE   794,050 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 61,429 1,153,821 SH   SOLE   1,153,821 0 0
AMERICAN TOWER CORP NEW COM 03027X100 54,199 373,017 SH   SOLE   373,017 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 20,641 234,641 SH   SOLE   234,641 0 0
AMERIPRISE FINL INC COM 03076C106 39,184 265,368 SH   SOLE   265,368 0 0
AMERISOURCEBERGEN CORP COM 03073E105 19,311 209,400 SH   SOLE   209,400 0 0
AMETEK INC NEW COM 031100100 23,299 294,476 SH   SOLE   294,476 0 0
AMGEN INC COM 031162100 93,852 452,755 SH   SOLE   452,755 0 0
AMPHENOL CORP NEW CL A 032095101 29,112 309,636 SH   SOLE   309,636 0 0
ANADARKO PETE CORP COM 032511107 442,361 6,562,251 SH   SOLE   6,562,251 0 0
ANALOG DEVICES INC COM 032654105 39,065 422,507 SH   SOLE   422,507 0 0
ANAPTYSBIO INC COM 032724106 129,732 1,300,315 SH   SOLE   1,300,315 0 0
ANDEAVOR COM 03349M105 221,367 1,442,128 SH   SOLE   1,442,128 0 0
ANSYS INC COM 03662Q105 20,143 107,900 SH   SOLE   107,900 0 0
ANTHEM INC COM 036752103 92,243 336,593 SH   SOLE   336,593 0 0
AON PLC SHS CL A G0408V102 85,922 558,733 SH   SOLE   558,733 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 8,804 199,498 SH   SOLE   199,498 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 3,894 219,000 SH   SOLE   219,000 0 0
APPLE INC COM 037833100 1,346,045 5,962,810 SH   SOLE   5,962,810 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 64,699 826,819 SH   SOLE   826,819 0 0
APPLIED MATLS INC COM 038222105 48,294 1,249,532 SH   SOLE   1,249,532 0 0
APTINYX INC COM 03836N103 13,467 465,018 SH   SOLE   465,018 0 0
APTIV PLC SHS G6095L109 28,753 342,700 SH   SOLE   342,700 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 824 16,392 SH   SOLE   16,392 0 0
ARCO PLATFORM LTD COM CL A G04553106 2,280 100,000 SH   SOLE   100,000 0 0
ARCONIC INC COM 03965L100 11,910 541,100 SH   SOLE   541,100 0 0
ARDELYX INC COM 039697107 15,225 3,500,000 SH   SOLE   3,500,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 8,054 175,000 SH   SOLE   175,000 0 0
ARGENX SE SPONSORED ADR 04016X101 77,052 1,015,981 SH   SOLE   1,015,981 0 0
ARISTA NETWORKS INC COM 040413106 12,868 48,400 SH   SOLE   48,400 0 0
ARROW ELECTRS INC COM 042735100 26,080 353,769 SH   SOLE   353,769 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 17,253 900,000 SH   SOLE   900,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 17,715 250,000 SH   SOLE   250,000 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 2,786 75,000 SH   SOLE   75,000 0 0
ASSURANT INC COM 04621X108 23,980 222,140 SH   SOLE   222,140 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 19,785 500,000 SH   SOLE   500,000 0 0
AT&T INC COM 00206R102 365,690 10,890,109 SH   SOLE   10,890,109 0 0
ATHENE HLDG LTD CL A G0684D107 17,306 335,000 SH   SOLE   335,000 0 0
ATLASSIAN CORP PLC CL A G06242104 9,614 100,000 SH   SOLE   100,000 0 0
ATMOS ENERGY CORP COM 049560105 61,275 652,485 SH   SOLE   652,485 0 0
AUTODESK INC COM 052769106 44,054 282,200 SH   SOLE   282,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 115,710 768,024 SH   SOLE   768,024 0 0
AUTOZONE INC COM 053332102 26,618 34,315 SH   SOLE   34,315 0 0
AVALARA INC COM 05338G106 873 25,000 SH   SOLE   25,000 0 0
AVALONBAY CMNTYS INC COM 053484101 32,223 177,882 SH   SOLE   177,882 0 0
AVERY DENNISON CORP COM 053611109 78,882 728,025 SH   SOLE   728,025 0 0
AVIS BUDGET GROUP COM 053774105 3,214 100,000 SH   SOLE   100,000 0 0
AVROBIO INC COM 05455M100 4,928 95,000 SH   SOLE   95,000 0 0
AXALTA COATING SYS LTD COM G0750C108 21,433 734,998 SH   SOLE   734,998 0 0
AXOVANT SCIENCES LTD COM G0750W104 2,420 1,000,000 SH   SOLE   1,000,000 0 0
AZURRX BIOPHARMA INC COM 05502L105 1,285 500,000 SH   SOLE   500,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 18,238 539,102 SH   SOLE   539,102 0 0
BANK AMER CORP COM 060505104 376,283 12,772,686 SH   SOLE   12,772,686 0 0
BANK NEW YORK MELLON CORP COM 064058100 44,606 874,800 SH   SOLE   874,800 0 0
BARRICK GOLD CORP COM 067901108 129,825 11,717,062 SH   SOLE   11,717,062 0 0
BAXTER INTL INC COM 071813109 52,896 686,165 SH   SOLE   686,165 0 0
BB&T CORP COM 054937107 18,610 383,400 SH   SOLE   383,400 0 0
BEACON ROOFING SUPPLY INC COM 073685109 71,717 1,981,684 SH   SOLE   1,981,684 0 0
BECTON DICKINSON & CO COM 075887109 85,593 327,943 SH   SOLE   327,943 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 524,841 2,451,269 SH   SOLE   2,451,269 0 0
BERRY GLOBAL GROUP INC COM 08579W103 134,804 2,785,772 SH   SOLE   2,785,772 0 0
BERRY PETE CORP COM 08579X101 13,479 765,000 SH   SOLE   765,000 0 0
BEST BUY INC COM 086516101 25,276 318,500 SH   SOLE   318,500 0 0
BIO RAD LABS INC CL A 090572207 28,169 90,000 SH   SOLE   90,000 0 0
BIOGEN INC COM 09062X103 91,404 258,707 SH   SOLE   258,707 0 0
BLACK HILLS CORP COM 092113109 66,804 1,150,000 SH   SOLE   1,150,000 0 0
BLACKROCK INC COM 09247X101 88,601 187,980 SH   SOLE   187,980 0 0
BLOCK H & R INC COM 093671105 6,880 267,200 SH   SOLE   267,200 0 0
BLUELINX HLDGS INC COM NEW 09624H208 6,635 210,704 SH   SOLE   210,704 0 0
BOEING CO COM 097023105 232,894 626,227 SH   SOLE   626,227 0 0
BOOKING HLDGS INC COM 09857L108 87,494 44,100 SH   SOLE   44,100 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 43,976 886,081 SH   SOLE   886,081 0 0
BORGWARNER INC COM 099724106 6,610 154,500 SH   SOLE   154,500 0 0
BOSTON PROPERTIES INC COM 101121101 24,083 195,656 SH   SOLE   195,656 0 0
BOSTON SCIENTIFIC CORP COM 101137107 142,778 3,708,512 SH   SOLE   3,708,512 0 0
BP PLC SPONSORED ADR 055622104 18,671 405,000 SH   SOLE   405,000 0 0
BRASKEM S A SP ADR PFD A 105532105 116,459 4,033,909 SH   SOLE   4,033,909 0 0
BRF SA SPONSORED ADR 10552T107 5,480 1,000,000 SH   SOLE   1,000,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 6,847 154,772 SH   SOLE   154,772 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 16,050 1,000,000 SH   SOLE   1,000,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 109,316 1,760,890 SH   SOLE   1,760,890 0 0
BROADCOM INC COM 11135F101 149,278 605,026 SH   SOLE   605,026 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,314 100,900 SH   SOLE   100,900 0 0
BROWN FORMAN CORP CL B 115637209 10,526 208,232 SH   SOLE   208,232 0 0
BRUNSWICK CORP COM 117043109 150,480 2,245,307 SH   SOLE   2,245,307 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 10,276 700,000 SH   SOLE   700,000 0 0
BUNGE LIMITED COM G16962105 114,520 1,666,718 SH   SOLE   1,666,718 0 0
BURLINGTON STORES INC COM 122017106 162,970 1,000,304 SH   SOLE   1,000,304 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 17,175 175,400 SH   SOLE   175,400 0 0
CA INC COM 12673P105 11,073 250,800 SH   SOLE   250,800 0 0
CABOT CORP COM 127055101 15,774 251,500 SH   SOLE   251,500 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 59,961 581,182 SH   SOLE   581,182 0 0
CACTUS INC CL A 127203107 15,695 410,000 SH   SOLE   410,000 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 3,675 700,000 SH   SOLE   700,000 0 0
CALLON PETE CO DEL COM 13123X102 35,147 2,931,356 SH   SOLE   2,931,356 0 0
CAMECO CORP COM 13321L108 103,064 9,040,722 SH   SOLE   9,040,722 0 0
CAMPBELL SOUP CO COM 134429109 8,192 223,652 SH   SOLE   223,652 0 0
CAPITAL ONE FINL CORP COM 14040H105 94,852 999,182 SH   SOLE   999,182 0 0
CARDINAL HEALTH INC COM 14149Y108 21,568 399,400 SH   SOLE   399,400 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 33,326 522,600 SH   SOLE   522,600 0 0
CATERPILLAR INC DEL COM 149123101 203,660 1,335,561 SH   SOLE   1,335,561 0 0
CATHAY GEN BANCORP COM 149150104 9,946 240,000 SH   SOLE   240,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 13,866 144,500 SH   SOLE   144,500 0 0
CBRE GROUP INC CL A 12504L109 18,081 410,000 SH   SOLE   410,000 0 0
CBS CORP NEW CL B 124857202 10,945 190,521 SH   SOLE   190,521 0 0
CELGENE CORP COM 151020104 67,610 755,506 SH   SOLE   755,506 0 0
CELLECTIS S A SPONSORED ADS 15117K103 22,576 800,000 SH   SOLE   800,000 0 0
CENTENE CORP DEL COM 15135B101 38,162 263,586 SH   SOLE   263,586 0 0
CENTERPOINT ENERGY INC COM 15189T107 126,189 4,563,800 SH   SOLE   4,563,800 0 0
CENTURY ALUM CO COM 156431108 7,182 600,000 SH   SOLE   600,000 0 0
CENTURYLINK INC COM 156700106 26,193 1,235,509 SH   SOLE   1,235,509 0 0
CERIDIAN HCM HLDG INC COM 15677J108 1,051 25,000 SH   SOLE   25,000 0 0
CERNER CORP COM 156782104 17,386 269,920 SH   SOLE   269,920 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 75,525 231,758 SH   SOLE   231,758 0 0
CHEMOURS CO COM 163851108 45,109 1,143,728 SH   SOLE   1,143,728 0 0
CHENIERE ENERGY INC COM NEW 16411R208 50,504 726,786 SH   SOLE   726,786 0 0
CHEVRON CORP NEW COM 166764100 241,475 1,974,768 SH   SOLE   1,974,768 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 14,219 31,283 SH   SOLE   31,283 0 0
CHUBB LIMITED COM H1467J104 105,098 786,424 SH   SOLE   786,424 0 0
CHURCH & DWIGHT INC COM 171340102 17,457 294,037 SH   SOLE   294,037 0 0
CIGNA CORPORATION COM 125509109 20,108 96,559 SH   SOLE   96,559 0 0
CIMAREX ENERGY CO COM 171798101 74,469 801,264 SH   SOLE   801,264 0 0
CINTAS CORP COM 172908105 21,799 110,200 SH   SOLE   110,200 0 0
CISCO SYS INC COM 17275R102 315,978 6,494,921 SH   SOLE   6,494,921 0 0
CITIGROUP INC COM NEW 172967424 241,541 3,366,888 SH   SOLE   3,366,888 0 0
CITIZENS FINL GROUP INC COM 174610105 41,000 1,063,000 SH   SOLE   1,063,000 0 0
CITRIX SYS INC COM 177376100 18,264 164,300 SH   SOLE   164,300 0 0
CLOROX CO DEL COM 189054109 23,854 158,595 SH   SOLE   158,595 0 0
CME GROUP INC COM CL A 12572Q105 75,357 442,731 SH   SOLE   442,731 0 0
CMS ENERGY CORP COM 125896100 17,892 365,140 SH   SOLE   365,140 0 0
COCA COLA CO COM 191216100 230,039 4,980,282 SH   SOLE   4,980,282 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 48,435 627,800 SH   SOLE   627,800 0 0
COLGATE PALMOLIVE CO COM 194162103 74,102 1,106,828 SH   SOLE   1,106,828 0 0
COMCAST CORP NEW CL A 20030N101 189,051 5,338,918 SH   SOLE   5,338,918 0 0
COMERICA INC COM 200340107 19,956 221,246 SH   SOLE   221,246 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 671 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 15,577 458,539 SH   SOLE   458,539 0 0
CONCHO RES INC COM 20605P101 91,645 599,969 SH   SOLE   599,969 0 0
CONSTELLATION BRANDS INC CL A 21036P108 46,976 217,867 SH   SOLE   217,867 0 0
CONTRAFECT CORP COM 212326102 6,210 3,000,000 SH   SOLE   3,000,000 0 0
COOPER COS INC COM NEW 216648402 17,472 63,041 SH   SOLE   63,041 0 0
COPART INC COM 217204106 13,434 260,700 SH   SOLE   260,700 0 0
CORNING INC COM 219350105 46,441 1,315,621 SH   SOLE   1,315,621 0 0
COSTCO WHSL CORP NEW COM 22160K105 130,583 555,956 SH   SOLE   555,956 0 0
COTY INC COM CL A 222070203 6,807 541,941 SH   SOLE   541,941 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 5,730 200,000 SH   SOLE   200,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 26,641 239,294 SH   SOLE   239,294 0 0
CROWN HOLDINGS INC COM 228368106 134,248 2,796,843 SH   SOLE   2,796,843 0 0
CSX CORP COM 126408103 78,276 1,057,068 SH   SOLE   1,057,068 0 0
CUBIC CORP COM 229669106 1,025 14,036 SH   SOLE   14,036 0 0
CUMMINS INC COM 231021106 28,922 198,004 SH   SOLE   198,004 0 0
CURTISS WRIGHT CORP COM 231561101 17,319 126,030 SH   SOLE   126,030 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 21,883 1,975,000 SH   SOLE   1,975,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 7,206 497,300 SH   SOLE   497,300 0 0
D R HORTON INC COM 23331A109 18,483 438,200 SH   SOLE   438,200 0 0
DANAHER CORP DEL COM 235851102 86,126 792,620 SH   SOLE   792,620 0 0
DARDEN RESTAURANTS INC COM 237194105 16,529 148,659 SH   SOLE   148,659 0 0
DAVITA INC COM 23918K108 11,844 165,350 SH   SOLE   165,350 0 0
DEERE & CO COM 244199105 537,509 3,575,529 SH   SOLE   3,575,529 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 18,666 192,200 SH   SOLE   192,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 56,524 977,419 SH   SOLE   977,419 0 0
DENTSPLY SIRONA INC COM 24906P109 11,031 292,300 SH   SOLE   292,300 0 0
DERMIRA INC COM 24983L104 21,800 2,000,000 SH   SOLE   2,000,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 26,880 673,000 SH   SOLE   673,000 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 37,387 2,450,000 SH   SOLE   2,450,000 0 0
DIGITAL RLTY TR INC COM 253868103 29,807 265,000 SH   SOLE   265,000 0 0
DISCOVER FINL SVCS COM 254709108 5,654 73,958 SH   SOLE   73,958 0 0
DISCOVERY INC COM SER A 25470F104 6,447 201,484 SH   SOLE   201,484 0 0
DISCOVERY INC COM SER C 25470F302 13,822 467,290 SH   SOLE   467,290 0 0
DISH NETWORK CORP CL A 25470M109 10,559 295,268 SH   SOLE   295,268 0 0
DISNEY WALT CO COM DISNEY 254687106 279,325 2,388,617 SH   SOLE   2,388,617 0 0
DOCUSIGN INC COM 256163106 2,891 55,000 SH   SOLE   55,000 0 0
DOLLAR GEN CORP NEW COM 256677105 51,183 468,279 SH   SOLE   468,279 0 0
DOLLAR TREE INC COM 256746108 48,281 592,045 SH   SOLE   592,045 0 0
DOMINION ENERGY INC COM 25746U109 52,712 750,027 SH   SOLE   750,027 0 0
DOMO INC COM CL B 257554105 1,073 50,000 SH   SOLE   50,000 0 0
DOWDUPONT INC COM 26078J100 211,430 3,287,662 SH   SOLE   3,287,662 0 0
DTE ENERGY CO COM 233331107 25,571 234,319 SH   SOLE   234,319 0 0
DUKE REALTY CORP COM NEW 264411505 12,976 457,400 SH   SOLE   457,400 0 0
DXC TECHNOLOGY CO COM 23355L106 34,740 371,476 SH   SOLE   371,476 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 25,506 486,841 SH   SOLE   486,841 0 0
EAGLE MATERIALS INC COM 26969P108 167,652 1,966,822 SH   SOLE   1,966,822 0 0
EAST WEST BANCORP INC COM 27579R104 6,339 105,000 SH   SOLE   105,000 0 0
EASTMAN CHEM CO COM 277432100 17,593 183,800 SH   SOLE   183,800 0 0
EATON VANCE CORP COM NON VTG 278265103 1,314 25,000 SH   SOLE   25,000 0 0
EBAY INC COM 278642103 4,428 134,100 SH   SOLE   134,100 0 0
ECOLAB INC COM 278865100 1,500 9,565 SH   SOLE   9,565 0 0
EDISON INTL COM 281020107 28,500 421,092 SH   SOLE   421,092 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 40,367 231,860 SH   SOLE   231,860 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 8,186 682,200 SH   SOLE   682,200 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 5,234 150,000 SH   SOLE   150,000 0 0
ELECTRONIC ARTS INC COM 285512109 47,642 395,400 SH   SOLE   395,400 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 7,749 395,559 SH   SOLE   395,559 0 0
EMCOR GROUP INC COM 29084Q100 26,454 352,200 SH   SOLE   352,200 0 0
EMERSON ELEC CO COM 291011104 227,980 2,977,019 SH   SOLE   2,977,019 0 0
ENDOCYTE INC COM 29269A102 21,312 1,200,000 SH   SOLE   1,200,000 0 0
ENERGEN CORP COM 29265N108 73,245 850,000 SH   SOLE   850,000 0 0
ENGILITY HLDGS INC NEW COM 29286C107 1,348 37,463 SH   SOLE   37,463 0 0
ENSCO PLC SHS CLASS A G3157S106 7,702 912,546 SH   SOLE   912,546 0 0
ENTERGY CORP NEW COM 29364G103 100,098 1,233,800 SH   SOLE   1,233,800 0 0
ENVISION HEALTHCARE CORP COM 29414D100 105,465 2,306,251 SH   SOLE   2,306,251 0 0
EOG RES INC COM 26875P101 52,980 415,300 SH   SOLE   415,300 0 0
EPAM SYS INC COM 29414B104 3,443 25,000 SH   SOLE   25,000 0 0
EQT CORP COM 26884L109 45,001 1,017,428 SH   SOLE   1,017,428 0 0
EQUIFAX INC COM 294429105 45,948 351,900 SH   SOLE   351,900 0 0
EQUINIX INC COM PAR $0.001 29444U700 63,897 147,606 SH   SOLE   147,606 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 31,721 478,733 SH   SOLE   478,733 0 0
ESSEX PPTY TR INC COM 297178105 20,970 85,000 SH   SOLE   85,000 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 3,752 41,255 SH   SOLE   41,255 0 0
EVERGY INC COM 30034W106 19,234 350,220 SH   SOLE   350,220 0 0
EVERQUOTE INC COM CL A 30041R108 5,201 350,000 SH   SOLE   350,000 0 0
EVERSOURCE ENERGY COM 30040W108 131,897 2,146,756 SH   SOLE   2,146,756 0 0
EVO PMTS INC CL A COM 26927E104 14,816 619,900 SH   SOLE   619,900 0 0
EXACT SCIENCES CORP COM 30063P105 7,892 100,000 SH   SOLE   100,000 0 0
EXELON CORP COM 30161N101 54,470 1,247,600 SH   SOLE   1,247,600 0 0
EXPEDIA GROUP INC COM NEW 30212P303 20,446 156,700 SH   SOLE   156,700 0 0
EXPEDITORS INTL WASH INC COM 302130109 16,552 225,100 SH   SOLE   225,100 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 153,199 1,612,450 SH   SOLE   1,612,450 0 0
EXTRA SPACE STORAGE INC COM 30225T102 14,070 162,400 SH   SOLE   162,400 0 0
EXXON MOBIL CORP COM 30231G102 222,769 2,620,192 SH   SOLE   2,620,192 0 0
F M C CORP COM NEW 302491303 10,898 125,000 SH   SOLE   125,000 0 0
F5 NETWORKS INC COM 315616102 15,455 77,500 SH   SOLE   77,500 0 0
FACEBOOK INC CL A 30303M102 493,298 2,999,500 SH   SOLE   2,999,500 0 0
FARFETCH LTD ORD SH CL A 30744W107 16,338 600,000 SH   SOLE   600,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 11,698 92,500 SH   SOLE   92,500 0 0
FEDEX CORP COM 31428X106 76,187 316,404 SH   SOLE   316,404 0 0
FERROGLOBE PLC SHS G33856108 86,691 10,610,892 SH   SOLE   10,610,892 0 0
FIBROGEN INC COM 31572Q808 29,950 493,000 SH   SOLE   493,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 35,577 326,185 SH   SOLE   326,185 0 0
FIRST DATA CORP NEW COM CL A 32008D106 34,561 1,412,363 SH   SOLE   1,412,363 0 0
FIRST HAWAIIAN INC COM 32051X108 7,333 270,000 SH   SOLE   270,000 0 0
FIRST HORIZON NATL CORP COM 320517105 7,249 420,000 SH   SOLE   420,000 0 0
FIRSTENERGY CORP COM 337932107 80,053 2,153,700 SH   SOLE   2,153,700 0 0
FISERV INC COM 337738108 76,227 925,310 SH   SOLE   925,310 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 9,020 648,000 SH   SOLE   648,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 36,910 162,000 SH   SOLE   162,000 0 0
FLUOR CORP NEW COM 343412102 10,318 177,592 SH   SOLE   177,592 0 0
FOAMIX PHARMACEUTICALS LTD SHS M46135105 6,303 1,100,000 SH   SOLE   1,100,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 46,795 5,058,900 SH   SOLE   5,058,900 0 0
FORTIS INC COM 349553107 66,540 2,052,424 SH   SOLE   2,052,424 0 0
FORTIVE CORP COM 34959J108 90,371 1,073,293 SH   SOLE   1,073,293 0 0
FORTRESS BIOTECH INC COM 34960Q109 80 50,000 SH   SOLE   50,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 53,790 1,027,315 SH   SOLE   1,027,315 0 0
FORTY SEVEN INC COM 34983P104 6,117 410,000 SH   SOLE   410,000 0 0
FRANKLIN RES INC COM 354613101 1,411 46,400 SH   SOLE   46,400 0 0
FRANKS INTL N V COM N33462107 9,382 1,080,846 SH   SOLE   1,080,846 0 0
FREEPORT-MCMORAN INC CL B 35671D857 131,451 9,443,300 SH   SOLE   9,443,300 0 0
FTS INTERNATIONAL INC COM 30283W104 4,893 415,000 SH   SOLE   415,000 0 0
FULLER H B CO COM 359694106 23,835 461,301 SH   SOLE   461,301 0 0
GALLAGHER ARTHUR J & CO COM 363576109 27,535 369,900 SH   SOLE   369,900 0 0
GARDNER DENVER HLDGS INC COM 36555P107 70,049 2,471,729 SH   SOLE   2,471,729 0 0
GARMIN LTD SHS H2906T109 9,226 131,712 SH   SOLE   131,712 0 0
GARTNER INC COM 366651107 18,426 116,250 SH   SOLE   116,250 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 86,050 3,241,069 SH   SOLE   3,241,069 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 16,853 479,719 SH   SOLE   479,719 0 0
GENERAL DYNAMICS CORP COM 369550108 163,041 796,411 SH   SOLE   796,411 0 0
GENERAL ELECTRIC CO COM 369604103 52,149 4,619,060 SH   SOLE   4,619,060 0 0
GENERAL MLS INC COM 370334104 19,039 443,604 SH   SOLE   443,604 0 0
GENERAL MTRS CO COM 37045V100 62,413 1,853,666 SH   SOLE   1,853,666 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,238 75,000 SH   SOLE   75,000 0 0
GENTEX CORP COM 371901109 42,920 2,000,000 SH   SOLE   2,000,000 0 0
GENUINE PARTS CO COM 372460105 8,061 81,100 SH   SOLE   81,100 0 0
GILEAD SCIENCES INC COM 375558103 117,783 1,525,494 SH   SOLE   1,525,494 0 0
GLOBANT S A COM L44385109 1,770 30,000 SH   SOLE   30,000 0 0
GLOBUS MED INC CL A 379577208 3,406 60,000 SH   SOLE   60,000 0 0
GMS INC COM 36251C103 23,178 999,040 SH   SOLE   999,040 0 0
GODADDY INC CL A 380237107 8,339 100,000 SH   SOLE   100,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 60,500 269,800 SH   SOLE   269,800 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 229,357 9,805,790 SH   SOLE   9,805,790 0 0
GRACE W R & CO DEL NEW COM 38388F108 41,816 585,171 SH   SOLE   585,171 0 0
GRAFTECH INTL LTD COM 384313508 17,559 900,000 SH   SOLE   900,000 0 0
GRAINGER W W INC COM 384802104 54,048 151,221 SH   SOLE   151,221 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 5,671 404,773 SH   SOLE   404,773 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 11,833 182,330 SH   SOLE   182,330 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 27,999 2,700,000 SH   SOLE   2,700,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 1,614 155,000 SH   SOLE   155,000 0 0
HALLIBURTON CO COM 406216101 5,647 139,339 SH   SOLE   139,339 0 0
HARSCO CORP COM 415864107 20,067 702,873 SH   SOLE   702,873 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 43,903 975,000 SH   SOLE   975,000 0 0
HASBRO INC COM 418056107 15,376 146,272 SH   SOLE   146,272 0 0
HCA HEALTHCARE INC COM 40412C101 48,803 350,800 SH   SOLE   350,800 0 0
HCP INC COM 40414L109 15,935 605,443 SH   SOLE   605,443 0 0
HERSHEY CO COM 427866108 17,981 176,285 SH   SOLE   176,285 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 29,217 1,791,336 SH   SOLE   1,791,336 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 31,052 384,400 SH   SOLE   384,400 0 0
HOLLYFRONTIER CORP COM 436106108 580 8,300 SH   SOLE   8,300 0 0
HOLOGIC INC COM 436440101 9,313 227,259 SH   SOLE   227,259 0 0
HOME DEPOT INC COM 437076102 308,385 1,488,705 SH   SOLE   1,488,705 0 0
HONEYWELL INTL INC COM 438516106 360,745 2,167,938 SH   SOLE   2,167,938 0 0
HORMEL FOODS CORP COM 440452100 13,898 352,746 SH   SOLE   352,746 0 0
HOST HOTELS & RESORTS INC COM 44107P104 20,132 954,133 SH   SOLE   954,133 0 0
HP INC COM 40434L105 51,925 2,014,936 SH   SOLE   2,014,936 0 0
HUBBELL INC COM 443510607 58,310 436,550 SH   SOLE   436,550 0 0
HUMANA INC COM 444859102 59,955 177,110 SH   SOLE   177,110 0 0
HUNT J B TRANS SVCS INC COM 445658107 13,500 113,500 SH   SOLE   113,500 0 0
HUNTINGTON BANCSHARES INC COM 446150104 67,698 4,537,400 SH   SOLE   4,537,400 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 14,755 57,618 SH   SOLE   57,618 0 0
IDEXX LABS INC COM 45168D104 46,672 186,943 SH   SOLE   186,943 0 0
IHS MARKIT LTD SHS G47567105 24,832 460,200 SH   SOLE   460,200 0 0
II VI INC COM 902104108 5,455 115,328 SH   SOLE   115,328 0 0
ILLINOIS TOOL WKS INC COM 452308109 86,342 611,835 SH   SOLE   611,835 0 0
ILLUMINA INC COM 452327109 69,571 189,536 SH   SOLE   189,536 0 0
IMMUNOMEDICS INC COM 452907108 6,041 290,000 SH   SOLE   290,000 0 0
INCYTE CORP COM 45337C102 5,721 82,817 SH   SOLE   82,817 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 12,351 2,500,264 SH   SOLE   2,500,264 0 0
INFLARX NV COM N44821101 87,583 2,551,959 SH   SOLE   2,551,959 0 0
INFRAREIT INC COM 45685L100 67,033 3,169,405 SH   SOLE   3,169,405 0 0
INGERSOLL-RAND PLC SHS G47791101 32,391 316,630 SH   SOLE   316,630 0 0
INPHI CORP COM 45772F107 17,320 456,029 SH   SOLE   456,029 0 0
INSMED INC COM PAR $.01 457669307 25,275 1,250,000 SH   SOLE   1,250,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 11,441 2,025,000 SH   SOLE   2,025,000 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 16,468 250,000 SH   SOLE   250,000 0 0
INTEL CORP COM 458140100 270,360 5,717,059 SH   SOLE   5,717,059 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 55,980 747,490 SH   SOLE   747,490 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 157,075 1,038,790 SH   SOLE   1,038,790 0 0
INTERSECT ENT INC COM 46071F103 4,313 150,000 SH   SOLE   150,000 0 0
INTL PAPER CO COM 460146103 26,241 533,892 SH   SOLE   533,892 0 0
INTUIT COM 461202103 76,998 338,600 SH   SOLE   338,600 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 147,079 256,235 SH   SOLE   256,235 0 0
INVESCO LTD SHS G491BT108 12,096 528,669 SH   SOLE   528,669 0 0
IPG PHOTONICS CORP COM 44980X109 7,242 46,400 SH   SOLE   46,400 0 0
IQVIA HLDGS INC COM 46266C105 26,973 207,900 SH   SOLE   207,900 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 9,466 100,000 SH   SOLE   100,000 0 0
IRON MTN INC NEW COM 46284V101 12,816 371,252 SH   SOLE   371,252 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 43,843 2,375,000 SH   SOLE   2,375,000 0 0
ITT INC COM 45073V108 96,844 1,580,872 SH   SOLE   1,580,872 0 0
JABIL INC COM 466313103 14,741 544,366 SH   SOLE   544,366 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 11,177 146,101 SH   SOLE   146,101 0 0
JAGGED PEAK ENERGY INC COM 47009K107 12,101 875,000 SH   SOLE   875,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 8,643 393,600 SH   SOLE   393,600 0 0
JETBLUE AIRWAYS CORP COM 477143101 48,123 2,485,706 SH   SOLE   2,485,706 0 0
JOHNSON & JOHNSON COM 478160104 451,624 3,268,610 SH   SOLE   3,268,610 0 0
JPMORGAN CHASE & CO COM 46625H100 495,131 4,387,907 SH   SOLE   4,387,907 0 0
JUNIPER NETWORKS INC COM 48203R104 13,364 445,900 SH   SOLE   445,900 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 6,748 305,187 SH   SOLE   305,187 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 39,206 346,100 SH   SOLE   346,100 0 0
KELLOGG CO COM 487836108 21,480 306,774 SH   SOLE   306,774 0 0
KEYCORP NEW COM 493267108 35,259 1,772,703 SH   SOLE   1,772,703 0 0
KIMBERLY CLARK CORP COM 494368103 16,245 142,948 SH   SOLE   142,948 0 0
KIMCO RLTY CORP COM 49446R109 8,696 519,463 SH   SOLE   519,463 0 0
KINDER MORGAN INC DEL COM 49456B101 43,740 2,466,995 SH   SOLE   2,466,995 0 0
KINDRED BIOSCIENCES INC COM 494577109 13,253 950,000 SH   SOLE   950,000 0 0
KLA-TENCOR CORP COM 482480100 8,708 85,620 SH   SOLE   85,620 0 0
KOSMOS ENERGY LTD SHS G5315B107 6,265 670,000 SH   SOLE   670,000 0 0
KRAFT HEINZ CO COM 500754106 43,602 791,188 SH   SOLE   791,188 0 0
KROGER CO COM 501044101 11,088 380,916 SH   SOLE   380,916 0 0
L3 TECHNOLOGIES INC COM 502413107 14,738 69,316 SH   SOLE   69,316 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 9,848 56,700 SH   SOLE   56,700 0 0
LAM RESEARCH CORP COM 512807108 99,790 657,809 SH   SOLE   657,809 0 0
LAUDER ESTEE COS INC CL A 518439104 41,015 282,240 SH   SOLE   282,240 0 0
LEAR CORP COM NEW 521865204 17,068 117,710 SH   SOLE   117,710 0 0
LENNAR CORP CL A 526057104 16,095 344,717 SH   SOLE   344,717 0 0
LENNOX INTL INC COM 526107107 5,090 23,305 SH   SOLE   23,305 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 22,377 515,000 SH   SOLE   515,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 19,949 536,400 SH   SOLE   536,400 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 11,864 550,000 SH   SOLE   550,000 0 0
LILLY ELI & CO COM 532457108 131,596 1,226,315 SH   SOLE   1,226,315 0 0
LINCOLN NATL CORP IND *W EXP 07/10/201 534187117 21,151 313,400 SH   SOLE   313,400 0 0
LIVANOVA PLC SHS G5509L101 30,993 250,000 SH   SOLE   250,000 0 0
LKQ CORP COM 501889208 13,099 413,600 SH   SOLE   413,600 0 0
LOCKHEED MARTIN CORP COM 539830109 165,306 477,818 SH   SOLE   477,818 0 0
LOEWS CORP COM 540424108 5,805 115,577 SH   SOLE   115,577 0 0
LOUISIANA PAC CORP COM 546347105 37,606 1,419,623 SH   SOLE   1,419,623 0 0
LOWES COS INC COM 548661107 120,796 1,052,043 SH   SOLE   1,052,043 0 0
LOXO ONCOLOGY INC COM 548862101 5,979 35,000 SH   SOLE   35,000 0 0
LPL FINL HLDGS INC COM 50212V100 6,451 100,000 SH   SOLE   100,000 0 0
LUMENTUM HLDGS INC COM 55024U109 6,115 102,000 SH   SOLE   102,000 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 4,735 100,000 SH   SOLE   100,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,803 37,100 SH   SOLE   37,100 0 0
M & T BK CORP COM 55261F104 30,669 186,390 SH   SOLE   186,390 0 0
MACERICH CO COM 554382101 7,420 134,200 SH   SOLE   134,200 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 6,863 32,050 SH   SOLE   32,050 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 13,884 924,998 SH   SOLE   924,998 0 0
MAGNOLIA OIL & GAS CORP *W EXP 07/31/202 559663117 3,120 666,666 SH   SOLE   666,666 0 0
MARATHON OIL CORP COM 565849106 15,535 667,300 SH   SOLE   667,300 0 0
MARRIOTT INTL INC NEW CL A 571903202 44,709 338,625 SH   SOLE   338,625 0 0
MARSH & MCLENNAN COS INC COM 571748102 54,298 656,404 SH   SOLE   656,404 0 0
MARTIN MARIETTA MATLS INC COM 573284106 56,871 312,566 SH   SOLE   312,566 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 33,763 1,749,367 SH   SOLE   1,749,367 0 0
MASCO CORP COM 574599106 52,566 1,436,218 SH   SOLE   1,436,218 0 0
MASTERCARD INCORPORATED CL A 57636Q104 281,070 1,262,610 SH   SOLE   1,262,610 0 0
MATTEL INC COM 577081102 6,951 442,742 SH   SOLE   442,742 0 0
MCCORMICK & CO INC COM NON VTG 579780206 20,212 153,415 SH   SOLE   153,415 0 0
MCDONALDS CORP COM 580135101 167,342 1,000,309 SH   SOLE   1,000,309 0 0
MCKESSON CORP COM 58155Q103 34,563 260,560 SH   SOLE   260,560 0 0
MEDTRONIC PLC SHS G5960L103 147,991 1,504,435 SH   SOLE   1,504,435 0 0
MERCK & CO INC COM 58933Y105 461,957 6,511,933 SH   SOLE   6,511,933 0 0
METLIFE INC COM 59156R108 48,910 1,046,876 SH   SOLE   1,046,876 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 19,729 32,396 SH   SOLE   32,396 0 0
MGM RESORTS INTERNATIONAL COM 552953101 18,502 662,900 SH   SOLE   662,900 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 13,607 198,475 SH   SOLE   198,475 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 8,661 109,756 SH   SOLE   109,756 0 0
MICRON TECHNOLOGY INC COM 595112103 68,051 1,504,550 SH   SOLE   1,504,550 0 0
MICROSOFT CORP COM 594918104 1,163,824 10,175,955 SH   SOLE   10,175,955 0 0
MID AMER APT CMNTYS INC COM 59522J103 14,431 144,050 SH   SOLE   144,050 0 0
MOHAWK INDS INC COM 608190104 14,273 81,400 SH   SOLE   81,400 0 0
MOLSON COORS BREWING CO CL B 60871R209 14,707 239,136 SH   SOLE   239,136 0 0
MONDELEZ INTL INC CL A 609207105 81,912 1,906,697 SH   SOLE   1,906,697 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 30,082 516,161 SH   SOLE   516,161 0 0
MOODYS CORP COM 615369105 27,637 165,295 SH   SOLE   165,295 0 0
MOOG INC CL A 615394202 649 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 110,268 2,367,800 SH   SOLE   2,367,800 0 0
MOSAIC CO NEW COM 61945C103 292,314 8,999,805 SH   SOLE   8,999,805 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 29,487 226,576 SH   SOLE   226,576 0 0
MSCI INC COM 55354G100 20,136 113,500 SH   SOLE   113,500 0 0
MYLAN N V SHS EURO N59465109 23,420 639,886 SH   SOLE   639,886 0 0
MYOVANT SCIENCES LTD COM G637AM102 19,249 725,000 SH   SOLE   725,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 462 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 12,654 147,480 SH   SOLE   147,480 0 0
NATIONAL VISION HLDGS INC COM 63845R107 173,109 3,834,935 SH   SOLE   3,834,935 0 0
NETAPP INC COM 64110D104 29,194 339,900 SH   SOLE   339,900 0 0
NETFLIX INC COM 64110L106 211,335 564,871 SH   SOLE   564,871 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 3,197 26,000 SH   SOLE   26,000 0 0
NEW SR INVT GROUP INC COM 648691103 1,125 190,600 SH   SOLE   190,600 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 9,682 933,654 SH   SOLE   933,654 0 0
NEWELL BRANDS INC COM 651229106 11,449 564,000 SH   SOLE   564,000 0 0
NEWMONT MINING CORP COM 651639106 20,494 678,600 SH   SOLE   678,600 0 0
NEWS CORP NEW CL A 65249B109 6,570 498,074 SH   SOLE   498,074 0 0
NEWS CORP NEW CL B 65249B208 2,187 160,831 SH   SOLE   160,831 0 0
NEXTERA ENERGY INC COM 65339F101 132,396 789,951 SH   SOLE   789,951 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 12,803 462,879 SH   SOLE   462,879 0 0
NIKE INC CL B 654106103 138,198 1,631,238 SH   SOLE   1,631,238 0 0
NINE ENERGY SVC INC COM 65441V101 20,060 655,982 SH   SOLE   655,982 0 0
NOBLE ENERGY INC COM 655044105 459,963 14,747,118 SH   SOLE   14,747,118 0 0
NORDSTROM INC COM 655664100 5,162 86,302 SH   SOLE   86,302 0 0
NORFOLK SOUTHERN CORP COM 655844108 65,613 363,506 SH   SOLE   363,506 0 0
NORTHERN TR CORP COM 665859104 50,616 495,600 SH   SOLE   495,600 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 14,863 258,800 SH   SOLE   258,800 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 8,016 304,686 SH   SOLE   304,686 0 0
NOVO-NORDISK A S ADR 670100205 23,570 500,000 SH   SOLE   500,000 0 0
NRG ENERGY INC COM NEW 629377508 181,155 4,843,720 SH   SOLE   4,843,720 0 0
NUCOR CORP COM 670346105 26,069 410,862 SH   SOLE   410,862 0 0
NUTRIEN LTD COM 67077M108 151,852 2,631,757 SH   SOLE   2,631,757 0 0
NVENT ELECTRIC PLC SHS G6700G107 91,176 3,356,979 SH   SOLE   3,356,979 0 0
NVIDIA CORP COM 67066G104 218,944 779,104 SH   SOLE   779,104 0 0
NXP SEMICONDUCTORS N V COM N6596X109 165,870 1,940,000 SH   SOLE   1,940,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 36,295 104,500 SH   SOLE   104,500 0 0
OGE ENERGY CORP COM 670837103 69,008 1,900,000 SH   SOLE   1,900,000 0 0
OLIN CORP COM PAR $1 680665205 269,400 10,490,669 SH   SOLE   10,490,669 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 24,025 250,000 SH   SOLE   250,000 0 0
ONEMAIN HLDGS INC COM 68268W103 14,620 435,000 SH   SOLE   435,000 0 0
ORACLE CORP COM 68389X105 191,437 3,712,897 SH   SOLE   3,712,897 0 0
ORBCOMM INC COM 68555P100 72,233 6,651,252 SH   SOLE   6,651,252 0 0
ORBOTECH LTD ORD M75253100 24,542 412,889 SH   SOLE   412,889 0 0
OWENS CORNING NEW COM 690742101 163,593 3,014,428 SH   SOLE   3,014,428 0 0
PACKAGING CORP AMER COM 695156109 12,921 117,800 SH   SOLE   117,800 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,384 50,000 SH   SOLE   50,000 0 0
PALO ALTO NETWORKS INC COM 697435105 7,884 35,000 SH   SOLE   35,000 0 0
PARSLEY ENERGY INC CL A 701877102 170,211 5,819,177 SH   SOLE   5,819,177 0 0
PAYCHEX INC COM 704326107 19,602 266,146 SH   SOLE   266,146 0 0
PAYPAL HLDGS INC COM 70450Y103 135,221 1,539,400 SH   SOLE   1,539,400 0 0
PENUMBRA INC COM 70975L107 14,970 100,000 SH   SOLE   100,000 0 0
PEPSICO INC COM 713448108 205,531 1,838,379 SH   SOLE   1,838,379 0 0
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PHILLIPS 66 COM 718546104 61,804 548,301 SH   SOLE   548,301 0 0
PINNACLE WEST CAP CORP COM 723484101 11,211 141,594 SH   SOLE   141,594 0 0
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PPG INDS INC COM 693506107 34,338 314,650 SH   SOLE   314,650 0 0
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PRICE T ROWE GROUP INC COM 74144T108 34,515 316,130 SH   SOLE   316,130 0 0
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PRINCIPIA BIOPHARMA INC COM 74257L108 8,766 300,000 SH   SOLE   300,000 0 0
PROCTER AND GAMBLE CO COM 742718109 268,605 3,227,256 SH   SOLE   3,227,256 0 0
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PROLOGIS INC COM 74340W103 55,007 811,429 SH   SOLE   811,429 0 0
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PTC INC COM 69370C100 9,557 90,000 SH   SOLE   90,000 0 0
PTC THERAPEUTICS INC COM 69366J200 4,089 87,000 SH   SOLE   87,000 0 0
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PULTE GROUP INC COM 745867101 8,360 337,500 SH   SOLE   337,500 0 0
QORVO INC COM 74736K101 10,932 142,178 SH   SOLE   142,178 0 0
QUALCOMM INC COM 747525103 143,704 1,995,064 SH   SOLE   1,995,064 0 0
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QUEST DIAGNOSTICS INC COM 74834L100 2,762 25,600 SH   SOLE   25,600 0 0
RALPH LAUREN CORP CL A 751212101 9,739 70,800 SH   SOLE   70,800 0 0
RANGE RES CORP COM 75281A109 16,310 960,000 SH   SOLE   960,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 15,529 168,700 SH   SOLE   168,700 0 0
RAYTHEON CO COM NEW 755111507 38,323 185,442 SH   SOLE   185,442 0 0
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RED HAT INC COM 756577102 27,610 202,600 SH   SOLE   202,600 0 0
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REGENCY CTRS CORP COM 758849103 14,098 218,000 SH   SOLE   218,000 0 0
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REGIONS FINL CORP NEW COM 7591EP100 47,044 2,563,700 SH   SOLE   2,563,700 0 0
RESMED INC COM 761152107 20,968 181,791 SH   SOLE   181,791 0 0
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RITE AID CORP COM 767754104 7,710 6,023,468 SH   SOLE   6,023,468 0 0
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ROCKET PHARMACEUTICALS INC COM 77313F106 32,006 1,300,000 SH   SOLE   1,300,000 0 0
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ROLLINS INC COM 775711104 8,132 134,000 SH   SOLE   134,000 0 0
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ROYAL DUTCH SHELL PLC SPON ADR B 780259107 3,617 51,000 SH   SOLE   51,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 33,067 485,274 SH   SOLE   485,274 0 0
S&P GLOBAL INC COM 78409V104 54,077 276,766 SH   SOLE   276,766 0 0
SALESFORCE COM INC COM 79466L302 162,039 1,018,923 SH   SOLE   1,018,923 0 0
SANGAMO THERAPEUTICS INC COM 800677106 23,730 1,400,000 SH   SOLE   1,400,000 0 0
SANOFI RIGHT 12/31/2020 80105N113 326 614,455 SH   SOLE   614,455 0 0
SAREPTA THERAPEUTICS INC COM 803607100 209,963 1,300,000 SH   SOLE   1,300,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 52,976 329,800 SH   SOLE   329,800 0 0
SCANA CORP NEW COM 80589M102 5,430 139,635 SH   SOLE   139,635 0 0
SCHEIN HENRY INC COM 806407102 16,870 198,400 SH   SOLE   198,400 0 0
SCHLUMBERGER LTD COM 806857108 97,366 1,598,267 SH   SOLE   1,598,267 0 0
SCHWAB CHARLES CORP NEW COM 808513105 66,549 1,354,000 SH   SOLE   1,354,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 2,661 33,019 SH   SOLE   33,019 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 15,687 331,300 SH   SOLE   331,300 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 27,707 2,340,118 SH   SOLE   2,340,118 0 0
SEMPRA ENERGY COM 816851109 40,825 358,900 SH   SOLE   358,900 0 0
SENTINEL ENERGY SVCS INC COM CL A G8062D102 14,730 1,500,000 SH   SOLE   1,500,000 0 0
SENTINEL ENERGY SVCS INC *W EXP 11/02/202 G8062D110 640 500,000 SH   SOLE   500,000 0 0
SERVICENOW INC COM 81762P102 6,847 35,000 SH   SOLE   35,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 580,064 3,200,000 SH   SOLE   3,200,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 28,710 250,000 SH   SOLE   250,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 70,906 401,163 SH   SOLE   401,163 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 18,881 208,150 SH   SOLE   208,150 0 0
SL GREEN RLTY CORP COM 78440X101 11,372 116,600 SH   SOLE   116,600 0 0
SMARTSHEET INC COM CL A 83200N103 1,094 35,000 SH   SOLE   35,000 0 0
SMUCKER J M CO COM NEW 832696405 14,408 140,416 SH   SOLE   140,416 0 0
SNAP ON INC COM 833034101 35,268 192,090 SH   SOLE   192,090 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 18,032 954,559 SH   SOLE   954,559 0 0
SOLID BIOSCIENCES INC COM 83422E105 6,605 140,000 SH   SOLE   140,000 0 0
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SOUTHWEST GAS HOLDINGS INC COM 844895102 57,156 723,218 SH   SOLE   723,218 0 0
SPARTAN ENERGY ACQUISITON CO UNIT 99/99/9999 846784114 48,233 4,752,000 SH   SOLE   4,752,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,066 11,630 SH   SOLE   11,630 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 28,933 160,000 SH   SOLE   160,000 0 0
SPRING BK PHARMACEUTICALS IN COM 849431101 9,038 750,000 SH   SOLE   750,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 49,726 875,000 SH   SOLE   875,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 34,292 234,173 SH   SOLE   234,173 0 0
STARBUCKS CORP COM 855244109 100,136 1,761,723 SH   SOLE   1,761,723 0 0
STATE STR CORP COM 857477103 39,980 477,200 SH   SOLE   477,200 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 11,786 710,014 SH   SOLE   710,014 0 0
STERICYCLE INC COM 858912108 6,467 110,200 SH   SOLE   110,200 0 0
STRYKER CORP COM 863667101 51,498 289,837 SH   SOLE   289,837 0 0
SUMMIT MATLS INC CL A 86614U100 94,090 5,175,462 SH   SOLE   5,175,462 0 0
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TARGET CORP COM 87612E106 57,282 649,381 SH   SOLE   649,381 0 0
TE CONNECTIVITY LTD REG SHS H84989104 37,365 424,945 SH   SOLE   424,945 0 0
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TIFFANY & CO NEW COM 886547108 139,736 1,083,480 SH   SOLE   1,083,480 0 0
TIMKEN CO COM 887389104 36,456 731,304 SH   SOLE   731,304 0 0
TJX COS INC NEW COM 872540109 112,378 1,003,197 SH   SOLE   1,003,197 0 0
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TOYOTA MOTOR CORP SP ADR REP2COM 892331307 47,674 383,383 SH   SOLE   383,383 0 0
TRANSDIGM GROUP INC COM 893641100 25,853 69,441 SH   SOLE   69,441 0 0
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UNITEDHEALTH GROUP INC COM 91324P102 332,383 1,249,373 SH   SOLE   1,249,373 0 0
UNITIL CORP COM 913259107 20,869 410,000 SH   SOLE   410,000 0 0
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UNUM GROUP COM 91529Y106 11,142 285,169 SH   SOLE   285,169 0 0
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VANTAGE ENERGY ACQUISITION COM CL A 92211L105 47,405 4,750,000 SH   SOLE   4,750,000 0 0
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VENTAS INC COM 92276F100 24,640 453,100 SH   SOLE   453,100 0 0
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VIEWRAY INC COM 92672L107 4,175 446,000 SH   SOLE   446,000 0 0
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VULCAN MATLS CO COM 929160109 62,089 558,358 SH   SOLE   558,358 0 0
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WESTROCK CO COM 96145D105 17,651 330,289 SH   SOLE   330,289 0 0
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WPX ENERGY INC COM 98212B103 85,510 4,250,000 SH   SOLE   4,250,000 0 0
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XCEL ENERGY INC COM 98389B100 30,941 655,400 SH   SOLE   655,400 0 0
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