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 107,805 565,789 SH   SOLE   565,789 0 0
ABBOTT LABS COM 002824100 187,423 2,591,222 SH   SOLE   2,591,222 0 0
ABBVIE INC COM 00287Y109 35,858 388,962 SH   SOLE   388,962 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 18,564 2,600,000 SH   SOLE   2,600,000 0 0
ABIOMED INC COM 003654100 18,207 56,016 SH   SOLE   56,016 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 112,836 800,200 SH   SOLE   800,200 0 0
ACTIVISION BLIZZARD INC COM 00507V109 11,575 248,546 SH   SOLE   248,546 0 0
ACUITY BRANDS INC COM 00508Y102 80,773 702,676 SH   SOLE   702,676 0 0
ADOBE INC COM 00724F101 146,632 648,128 SH   SOLE   648,128 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 79,315 503,715 SH   SOLE   503,715 0 0
ADVANCED MICRO DEVICES INC COM 007903107 17,931 971,323 SH   SOLE   971,323 0 0
ADVAXIS INC COM NEW 007624208 475 2,500,000 SH   SOLE   2,500,000 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 9,450 3,000,000 SH   SOLE   3,000,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 10,925 1,458,591 SH   SOLE   1,458,591 0 0
AERCAP HOLDINGS NV SHS N00985106 5,775 145,843 SH   SOLE   145,843 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 113,585 3,146,411 SH   SOLE   3,146,411 0 0
AES CORP COM 00130H105 11,780 814,633 SH   SOLE   814,633 0 0
AEVI GENOMIC MEDICINE INC COM 00835P105 3,850 5,500,000 SH   SOLE   5,500,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 6,326 64,925 SH   SOLE   64,925 0 0
AFLAC INC COM 001055102 32,260 708,074 SH   SOLE   708,074 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 46,192 684,738 SH   SOLE   684,738 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 9,568 400,000 SH   SOLE   400,000 0 0
AIR PRODS & CHEMS INC COM 009158106 43,499 271,781 SH   SOLE   271,781 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 12,247 200,500 SH   SOLE   200,500 0 0
ALASKA AIR GROUP INC COM 011659109 14,718 241,875 SH   SOLE   241,875 0 0
ALCOA CORP COM 013872106 28,786 1,083,009 SH   SOLE   1,083,009 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 4,524 545,000 SH   SOLE   545,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 15,143 131,400 SH   SOLE   131,400 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 13,539 139,062 SH   SOLE   139,062 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,414 200,000 SH   SOLE   200,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 18,932 90,400 SH   SOLE   90,400 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,003 46,070 SH   SOLE   46,070 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 1,872 343,574 SH   SOLE   343,574 0 0
ALLERGAN PLC SHS G0177J108 47,941 358,679 SH   SOLE   358,679 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,980 33,183 SH   SOLE   33,183 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 3,528 131,000 SH   SOLE   131,000 0 0
ALLSTATE CORP COM 020002101 35,309 427,313 SH   SOLE   427,313 0 0
ALLY FINL INC COM 02005N100 34,896 1,540,000 SH   SOLE   1,540,000 0 0
ALPHABET INC CAP STK CL C 02079K107 397,323 383,661 SH   SOLE   383,661 0 0
ALPHABET INC CAP STK CL A 02079K305 378,076 361,809 SH   SOLE   361,809 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 5 66,666 SH   SOLE   66,666 0 0
ALTERYX INC COM CL A 02156B103 2,974 50,000 SH   SOLE   50,000 0 0
ALTICE USA INC CL A 02156K103 18,172 1,100,000 SH   SOLE   1,100,000 0 0
ALTRIA GROUP INC COM 02209S103 115,391 2,336,332 SH   SOLE   2,336,332 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 7,478 383,512 SH   SOLE   383,512 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 26,880 1,975,000 SH   SOLE   1,975,000 0 0
AMAZON COM INC COM 023135106 855,647 569,683 SH   SOLE   569,683 0 0
AMBARELLA INC SHS G037AX101 7,871 225,000 SH   SOLE   225,000 0 0
AMCI ACQUISITION CORP UNIT 01/07/2019 00165R200 17,910 1,800,000 SH   SOLE   1,800,000 0 0
AMEREN CORP COM 023608102 19,582 300,200 SH   SOLE   300,200 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 18,315 570,392 SH   SOLE   570,392 0 0
AMERICAN ELEC PWR INC COM 025537101 45,934 614,580 SH   SOLE   614,580 0 0
AMERICAN EXPRESS CO COM 025816109 18,592 195,050 SH   SOLE   195,050 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 43,750 1,110,121 SH   SOLE   1,110,121 0 0
AMERICAN TOWER CORP NEW COM 03027X100 29,473 186,317 SH   SOLE   186,317 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 20,300 223,641 SH   SOLE   223,641 0 0
AMERIPRISE FINL INC COM 03076C106 33,280 318,868 SH   SOLE   318,868 0 0
AMERISOURCEBERGEN CORP COM 03073E105 13,154 176,800 SH   SOLE   176,800 0 0
AMETEK INC NEW COM 031100100 15,596 230,376 SH   SOLE   230,376 0 0
AMGEN INC COM 031162100 80,409 413,055 SH   SOLE   413,055 0 0
AMPHENOL CORP NEW CL A 032095101 7,805 96,336 SH   SOLE   96,336 0 0
ANADARKO PETE CORP COM 032511107 349,359 7,968,965 SH   SOLE   7,968,965 0 0
ANALOG DEVICES INC COM 032654105 34,187 398,307 SH   SOLE   398,307 0 0
ANAPLAN INC COM 03272L108 2,389 90,000 SH   SOLE   90,000 0 0
ANAPTYSBIO INC COM 032724106 146,398 2,295,000 SH   SOLE   2,295,000 0 0
ANSYS INC COM 03662Q105 14,909 104,300 SH   SOLE   104,300 0 0
ANTHEM INC COM 036752103 84,381 321,293 SH   SOLE   321,293 0 0
AON PLC SHS CL A G0408V102 75,378 518,563 SH   SOLE   518,563 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 8,342 190,098 SH   SOLE   190,098 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 6,595 500,000 SH   SOLE   500,000 0 0
APPLE INC COM 037833100 834,564 5,290,756 SH   SOLE   5,290,756 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 31,321 580,664 SH   SOLE   580,664 0 0
APPLIED MATLS INC COM 038222105 37,282 1,138,732 SH   SOLE   1,138,732 0 0
APTINYX INC COM 03836N103 6,037 365,018 SH   SOLE   365,018 0 0
APTIV PLC SHS G6095L109 10,879 176,700 SH   SOLE   176,700 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 16,212 395,692 SH   SOLE   395,692 0 0
ARCO PLATFORM LTD COM CL A G04553106 553 25,000 SH   SOLE   25,000 0 0
ARCONIC INC COM 03965L100 9,071 538,000 SH   SOLE   538,000 0 0
ARDELYX INC COM 039697107 7,160 4,000,000 SH   SOLE   4,000,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 7,401 190,000 SH   SOLE   190,000 0 0
ARISTA NETWORKS INC COM 040413106 12,368 58,700 SH   SOLE   58,700 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 11,642 200,000 SH   SOLE   200,000 0 0
ARRIS INTL INC SHS G0551A103 21,399 700,000 SH   SOLE   700,000 0 0
ARROW ELECTRS INC COM 042735100 12,947 187,769 SH   SOLE   187,769 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 17,078 1,375,000 SH   SOLE   1,375,000 0 0
ARYA SCIENCES ACQUISITION CO SHS CL A G3165V109 12,250 1,250,000 SH   SOLE   1,250,000 0 0
ARYA SCIENCES ACQUISITION CO *W EXP 10/10/202 G3165V125 1,000 625,000 SH   SOLE   625,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 20,361 325,000 SH   SOLE   325,000 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 1,697 75,000 SH   SOLE   75,000 0 0
ASSURANT INC COM 04621X108 40,180 449,240 SH   SOLE   449,240 0 0
ASTEC INDS INC COM 046224101 12,076 400,000 SH   SOLE   400,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 18,990 500,000 SH   SOLE   500,000 0 0
AT&T INC COM 00206R102 255,128 8,939,309 SH   SOLE   8,939,309 0 0
ATHENE HLDG LTD CL A G0684D107 35,568 893,000 SH   SOLE   893,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 8,225 419,624 SH   SOLE   419,624 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 2,650 62,805 SH   SOLE   62,805 0 0
ATLASSIAN CORP PLC CL A G06242104 4,449 50,000 SH   SOLE   50,000 0 0
ATMOS ENERGY CORP COM 049560105 18,774 202,485 SH   SOLE   202,485 0 0
AUTODESK INC COM 052769106 34,672 269,589 SH   SOLE   269,589 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 84,104 641,424 SH   SOLE   641,424 0 0
AVALONBAY CMNTYS INC COM 053484101 29,498 169,482 SH   SOLE   169,482 0 0
AVERY DENNISON CORP COM 053611109 87,238 971,144 SH   SOLE   971,144 0 0
AVIS BUDGET GROUP COM 053774105 9,301 413,745 SH   SOLE   413,745 0 0
AXALTA COATING SYS LTD COM G0750C108 19,556 834,998 SH   SOLE   834,998 0 0
AXOVANT SCIENCES LTD COM G0750W104 996 1,000,000 SH   SOLE   1,000,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 10,922 508,002 SH   SOLE   508,002 0 0
BANK AMER CORP COM 060505104 339,142 13,763,886 SH   SOLE   13,763,886 0 0
BANK NEW YORK MELLON CORP COM 064058100 11,278 239,600 SH   SOLE   239,600 0 0
BARRICK GOLD CORP COM 067901108 115,998 8,567,062 SH   SOLE   8,567,062 0 0
BAXTER INTL INC COM 071813109 29,628 450,137 SH   SOLE   450,137 0 0
BEACON ROOFING SUPPLY INC COM 073685109 92,780 2,924,956 SH   SOLE   2,924,956 0 0
BECTON DICKINSON & CO COM 075887109 59,959 266,107 SH   SOLE   266,107 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 468,648 2,295,269 SH   SOLE   2,295,269 0 0
BERRY GLOBAL GROUP INC COM 08579W103 133,084 2,800,000 SH   SOLE   2,800,000 0 0
BERRY PETE CORP COM 08579X101 2,425 277,100 SH   SOLE   277,100 0 0
BEST BUY INC COM 086516101 15,369 290,200 SH   SOLE   290,200 0 0
BIOGEN INC COM 09062X103 74,418 247,302 SH   SOLE   247,302 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 18,490 500,000 SH   SOLE   500,000 0 0
BLACK HILLS CORP COM 092113109 15,695 250,000 SH   SOLE   250,000 0 0
BLACKROCK INC COM 09247X101 60,486 153,980 SH   SOLE   153,980 0 0
BLOCK H & R INC COM 093671105 6,462 254,700 SH   SOLE   254,700 0 0
BLUELINX HLDGS INC COM NEW 09624H208 21,021 850,704 SH   SOLE   850,704 0 0
BOEING CO COM 097023105 280,388 869,419 SH   SOLE   869,419 0 0
BOOKING HLDGS INC COM 09857L108 99,211 57,600 SH   SOLE   57,600 0 0
BOSTON PROPERTIES INC COM 101121101 21,593 191,856 SH   SOLE   191,856 0 0
BOSTON SCIENTIFIC CORP COM 101137107 113,498 3,211,601 SH   SOLE   3,211,601 0 0
BP PLC SPONSORED ADR 055622104 11,376 300,000 SH   SOLE   300,000 0 0
BRASKEM S A SP ADR PFD A 105532105 84,869 3,469,703 SH   SOLE   3,469,703 0 0
BRF SA SPONSORED ADR 10552T107 2,840 500,000 SH   SOLE   500,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 4,498 147,572 SH   SOLE   147,572 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 92,817 1,785,625 SH   SOLE   1,785,625 0 0
BROADCOM INC COM 11135F101 143,217 563,226 SH   SOLE   563,226 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,622 68,800 SH   SOLE   68,800 0 0
BROWN FORMAN CORP CL B 115637209 9,427 198,132 SH   SOLE   198,132 0 0
BRUNSWICK CORP COM 117043109 92,655 1,994,716 SH   SOLE   1,994,716 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 13,462 1,233,908 SH   SOLE   1,233,908 0 0
BUNGE LIMITED COM G16962105 103,616 1,938,918 SH   SOLE   1,938,918 0 0
BURLINGTON STORES INC COM 122017106 279,419 1,717,704 SH   SOLE   1,717,704 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 14,051 167,100 SH   SOLE   167,100 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 59,769 626,840 SH   SOLE   626,840 0 0
CACI INTL INC CL A 127190304 39,961 277,446 SH   SOLE   277,446 0 0
CACTUS INC CL A 127203107 11,238 410,000 SH   SOLE   410,000 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 2,807 700,000 SH   SOLE   700,000 0 0
CALLON PETE CO DEL COM 13123X102 17,078 2,631,356 SH   SOLE   2,631,356 0 0
CAMECO CORP COM 13321L108 107,720 9,490,722 SH   SOLE   9,490,722 0 0
CAMPBELL SOUP CO COM 134429109 7,602 230,446 SH   SOLE   230,446 0 0
CAPITAL ONE FINL CORP COM 14040H105 69,882 924,482 SH   SOLE   924,482 0 0
CARDINAL HEALTH INC COM 14149Y108 13,264 297,400 SH   SOLE   297,400 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 24,566 498,300 SH   SOLE   498,300 0 0
CATERPILLAR INC DEL COM 149123101 244,631 1,925,170 SH   SOLE   1,925,170 0 0
CATHAY GEN BANCORP COM 149150104 10,126 302,000 SH   SOLE   302,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 13,471 137,700 SH   SOLE   137,700 0 0
CBRE GROUP INC CL A 12504L109 15,648 390,800 SH   SOLE   390,800 0 0
CELGENE CORP COM 151020104 53,172 829,651 SH   SOLE   829,651 0 0
CELLECTIS S A SPONSORED ADS 15117K103 9,990 600,000 SH   SOLE   600,000 0 0
CENOVUS ENERGY INC COM 15135U109 176 25,000 SH   SOLE   25,000 0 0
CENTENE CORP DEL COM 15135B101 29,296 254,086 SH   SOLE   254,086 0 0
CENTERPOINT ENERGY INC COM 15189T107 127,978 4,533,400 SH   SOLE   4,533,400 0 0
CENTURYLINK INC COM 156700106 17,844 1,177,809 SH   SOLE   1,177,809 0 0
CERNER CORP COM 156782104 21,286 405,920 SH   SOLE   405,920 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 27,848 97,724 SH   SOLE   97,724 0 0
CHEMOURS CO COM 163851108 82,272 2,915,378 SH   SOLE   2,915,378 0 0
CHENIERE ENERGY INC COM NEW 16411R208 72,613 1,226,786 SH   SOLE   1,226,786 0 0
CHEVRON CORP NEW COM 166764100 212,838 1,956,414 SH   SOLE   1,956,414 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 12,860 29,783 SH   SOLE   29,783 0 0
CHUBB LIMITED COM H1467J104 99,265 768,424 SH   SOLE   768,424 0 0
CHURCH & DWIGHT INC COM 171340102 20,134 306,174 SH   SOLE   306,174 0 0
CIGNA CORP NEW COM 125523100 89,718 472,398 SH   SOLE   472,398 0 0
CIMAREX ENERGY CO COM 171798101 74,933 1,215,464 SH   SOLE   1,215,464 0 0
CINTAS CORP COM 172908105 17,622 104,900 SH   SOLE   104,900 0 0
CISCO SYS INC COM 17275R102 241,873 5,582,121 SH   SOLE   5,582,121 0 0
CITIGROUP INC COM NEW 172967424 151,687 2,913,688 SH   SOLE   2,913,688 0 0
CITIZENS FINL GROUP INC COM 174610105 79,575 2,676,600 SH   SOLE   2,676,600 0 0
CITRIX SYS INC COM 177376100 16,291 159,000 SH   SOLE   159,000 0 0
CLOROX CO DEL COM 189054109 24,362 158,053 SH   SOLE   158,053 0 0
CME GROUP INC COM CL A 12572Q105 83,926 446,131 SH   SOLE   446,131 0 0
COCA COLA CO COM 191216100 220,390 4,654,482 SH   SOLE   4,654,482 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 32,070 505,200 SH   SOLE   505,200 0 0
COHERUS BIOSCIENCES INC COM 19249H103 6,335 700,000 SH   SOLE   700,000 0 0
COLFAX CORP COM 194014106 24,018 1,149,163 SH   SOLE   1,149,163 0 0
COLGATE PALMOLIVE CO COM 194162103 64,194 1,078,520 SH   SOLE   1,078,520 0 0
COMCAST CORP NEW CL A 20030N101 248,116 7,286,812 SH   SOLE   7,286,812 0 0
COMERICA INC COM 200340107 31,353 456,446 SH   SOLE   456,446 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 450 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 12,934 605,545 SH   SOLE   605,545 0 0
CONCHO RES INC COM 20605P101 15,336 149,200 SH   SOLE   149,200 0 0
CONSOLIDATED EDISON INC COM 209115104 29,472 385,461 SH   SOLE   385,461 0 0
CONSTELLATION BRANDS INC CL A 21036P108 33,413 207,767 SH   SOLE   207,767 0 0
CONSTELLIUM NV CL A N22035104 11,789 1,686,510 SH   SOLE   1,686,510 0 0
CONTRAFECT CORP COM 212326102 4,590 3,000,000 SH   SOLE   3,000,000 0 0
COOPER COS INC COM NEW 216648402 15,599 61,294 SH   SOLE   61,294 0 0
COPART INC COM 217204106 12,114 253,530 SH   SOLE   253,530 0 0
CORNING INC COM 219350105 30,014 993,521 SH   SOLE   993,521 0 0
COSTCO WHSL CORP NEW COM 22160K105 109,136 535,744 SH   SOLE   535,744 0 0
COTY INC COM CL A 222070203 3,682 561,244 SH   SOLE   561,244 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 8,697 290,000 SH   SOLE   290,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 55,846 514,094 SH   SOLE   514,094 0 0
CROWN HOLDINGS INC COM 228368106 126,426 3,041,268 SH   SOLE   3,041,268 0 0
CSX CORP COM 126408103 61,786 994,468 SH   SOLE   994,468 0 0
CUBIC CORP COM 229669106 754 14,036 SH   SOLE   14,036 0 0
CUMMINS INC COM 231021106 25,258 189,004 SH   SOLE   189,004 0 0
CVS HEALTH CORP COM 126650100 106,128 1,619,774 SH   SOLE   1,619,774 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 17,000 2,160,150 SH   SOLE   2,160,150 0 0
D R HORTON INC COM 23331A109 14,467 417,400 SH   SOLE   417,400 0 0
DANAHER CORP DEL COM 235851102 78,592 762,140 SH   SOLE   762,140 0 0
DARDEN RESTAURANTS INC COM 237194105 14,096 141,159 SH   SOLE   141,159 0 0
DAVITA INC COM 23918K108 5,540 107,650 SH   SOLE   107,650 0 0
DEERE & CO COM 244199105 201,771 1,352,624 SH   SOLE   1,352,624 0 0
DELL TECHNOLOGIES INC CL C 24703L202 5,797 118,624 SH   SOLE   118,624 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 41,514 831,952 SH   SOLE   831,952 0 0
DENTSPLY SIRONA INC COM 24906P109 21,608 580,700 SH   SOLE   580,700 0 0
DERMIRA INC COM 24983L104 14,292 1,987,700 SH   SOLE   1,987,700 0 0
DEVON ENERGY CORP NEW COM 25179M103 12,467 553,100 SH   SOLE   553,100 0 0
DIAMONDBACK ENERGY INC COM 25278X109 26,421 285,020 SH   SOLE   285,020 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 32,605 3,050,000 SH   SOLE   3,050,000 0 0
DIGITAL RLTY TR INC COM 253868103 26,904 252,500 SH   SOLE   252,500 0 0
DISCOVER FINL SVCS COM 254709108 28,632 485,458 SH   SOLE   485,458 0 0
DISCOVERY INC COM SER A 25470F104 4,750 191,984 SH   SOLE   191,984 0 0
DISCOVERY INC COM SER C 25470F302 10,280 445,390 SH   SOLE   445,390 0 0
DISH NETWORK CORP CL A 25470M109 7,026 281,368 SH   SOLE   281,368 0 0
DISNEY WALT CO COM DISNEY 254687106 269,554 2,458,317 SH   SOLE   2,458,317 0 0
DOLLAR GEN CORP NEW COM 256677105 35,405 327,577 SH   SOLE   327,577 0 0
DOLLAR TREE INC COM 256746108 26,470 293,073 SH   SOLE   293,073 0 0
DOMINION ENERGY INC COM 25746U109 57,899 810,227 SH   SOLE   810,227 0 0
DOVER CORP COM 260003108 12,864 181,304 SH   SOLE   181,304 0 0
DOWDUPONT INC COM 26078J100 168,995 3,159,962 SH   SOLE   3,159,962 0 0
DUKE REALTY CORP COM NEW 264411505 11,285 435,700 SH   SOLE   435,700 0 0
DXC TECHNOLOGY CO COM 23355L106 15,817 297,476 SH   SOLE   297,476 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 16,518 376,441 SH   SOLE   376,441 0 0
EAGLE MATERIALS INC COM 26969P108 140,450 2,301,326 SH   SOLE   2,301,326 0 0
EAST WEST BANCORP INC COM 27579R104 28,207 648,000 SH   SOLE   648,000 0 0
EBAY INC COM 278642103 31,683 1,128,700 SH   SOLE   1,128,700 0 0
ECOLAB INC COM 278865100 5,477 37,169 SH   SOLE   37,169 0 0
EDISON INTL COM 281020107 23,076 406,484 SH   SOLE   406,484 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 31,272 204,168 SH   SOLE   204,168 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 18,034 1,775,000 SH   SOLE   1,775,000 0 0
ELASTIC N V ORD SHS N14506104 2,859 40,000 SH   SOLE   40,000 0 0
ELECTRONIC ARTS INC COM 285512109 1,097 13,900 SH   SOLE   13,900 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 13,930 629,466 SH   SOLE   629,466 0 0
EMCOR GROUP INC COM 29084Q100 29,564 495,291 SH   SOLE   495,291 0 0
EMERSON ELEC CO COM 291011104 52,952 886,221 SH   SOLE   886,221 0 0
ENCANA CORP COM 292505104 13,653 2,362,100 SH   SOLE   2,362,100 0 0
ENGILITY HLDGS INC NEW COM 29286C107 1,066 37,463 SH   SOLE   37,463 0 0
ENTERGY CORP NEW COM 29364G103 139,674 1,622,800 SH   SOLE   1,622,800 0 0
EOG RES INC COM 26875P101 32,276 370,100 SH   SOLE   370,100 0 0
EPAM SYS INC COM 29414B104 4,640 40,000 SH   SOLE   40,000 0 0
EQT CORP COM 26884L109 14,639 774,940 SH   SOLE   774,940 0 0
EQUIFAX INC COM 294429105 81,906 879,484 SH   SOLE   879,484 0 0
EQUINIX INC COM PAR $0.001 29444U700 34,800 98,706 SH   SOLE   98,706 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 30,123 456,333 SH   SOLE   456,333 0 0
ESSEX PPTY TR INC COM 297178105 19,862 81,000 SH   SOLE   81,000 0 0
EVERGY INC COM 30034W106 19,215 338,470 SH   SOLE   338,470 0 0
EVERQUOTE INC COM CL A 30041R108 1,463 350,000 SH   SOLE   350,000 0 0
EVERSOURCE ENERGY COM 30040W108 63,580 977,556 SH   SOLE   977,556 0 0
EVO PMTS INC CL A COM 26927E104 11,434 463,481 SH   SOLE   463,481 0 0
EXACT SCIENCES CORP COM 30063P105 7,004 111,000 SH   SOLE   111,000 0 0
EXELON CORP COM 30161N101 96,464 2,138,900 SH   SOLE   2,138,900 0 0
EXPEDIA GROUP INC COM NEW 30212P303 16,841 149,500 SH   SOLE   149,500 0 0
EXPEDITORS INTL WASH INC COM 302130109 14,612 214,600 SH   SOLE   214,600 0 0
EXTRA SPACE STORAGE INC COM 30225T102 13,997 154,700 SH   SOLE   154,700 0 0
EXXON MOBIL CORP COM 30231G102 113,079 1,658,292 SH   SOLE   1,658,292 0 0
F5 NETWORKS INC COM 315616102 11,958 73,800 SH   SOLE   73,800 0 0
FACEBOOK INC CL A 30303M102 381,647 2,911,335 SH   SOLE   2,911,335 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 10,388 88,000 SH   SOLE   88,000 0 0
FEDEX CORP COM 31428X106 48,674 301,704 SH   SOLE   301,704 0 0
FERROGLOBE PLC SHS G33856108 21,213 13,341,392 SH   SOLE   13,341,392 0 0
FIBROGEN INC COM 31572Q808 50,908 1,100,000 SH   SOLE   1,100,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 63,742 621,567 SH   SOLE   621,567 0 0
FIFTH THIRD BANCORP COM 316773100 13,887 590,200 SH   SOLE   590,200 0 0
FIRST DATA CORP NEW COM CL A 32008D106 29,085 1,720,000 SH   SOLE   1,720,000 0 0
FIRST HAWAIIAN INC COM 32051X108 4,052 180,000 SH   SOLE   180,000 0 0
FIRST HORIZON NATL CORP COM 320517105 4,145 315,000 SH   SOLE   315,000 0 0
FIRSTENERGY CORP COM 337932107 109,804 2,924,200 SH   SOLE   2,924,200 0 0
FISERV INC COM 337738108 56,669 771,110 SH   SOLE   771,110 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 8,370 900,000 SH   SOLE   900,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 13,762 74,100 SH   SOLE   74,100 0 0
FLUOR CORP NEW COM 343412102 5,445 169,092 SH   SOLE   169,092 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 37,228 4,866,400 SH   SOLE   4,866,400 0 0
FORTINET INC COM 34959E109 11,841 168,118 SH   SOLE   168,118 0 0
FORTIS INC COM 349553107 60,129 1,802,424 SH   SOLE   1,802,424 0 0
FORTIVE CORP COM 34959J108 93,150 1,376,742 SH   SOLE   1,376,742 0 0
FORTRESS BIOTECH INC COM 34960Q109 43 50,000 SH   SOLE   50,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 54,847 1,443,715 SH   SOLE   1,443,715 0 0
FORTY SEVEN INC COM 34983P104 7,404 471,000 SH   SOLE   471,000 0 0
FRANKLIN RES INC COM 354613101 9,103 306,900 SH   SOLE   306,900 0 0
FRANKS INTL N V COM N33462107 5,120 980,846 SH   SOLE   980,846 0 0
FREEPORT-MCMORAN INC CL B 35671D857 48,896 4,742,600 SH   SOLE   4,742,600 0 0
FTS INTERNATIONAL INC COM 30283W104 6,150 865,000 SH   SOLE   865,000 0 0
FULLER H B CO COM 359694106 15,826 370,895 SH   SOLE   370,895 0 0
GALLAGHER ARTHUR J & CO COM 363576109 21,874 296,800 SH   SOLE   296,800 0 0
GARDNER DENVER HLDGS INC COM 36555P107 71,024 3,473,057 SH   SOLE   3,473,057 0 0
GARMIN LTD SHS H2906T109 7,878 124,412 SH   SOLE   124,412 0 0
GARRETT MOTION INC COM 366505105 345 27,919 SH   SOLE   27,919 0 0
GARTNER INC COM 366651107 14,158 110,750 SH   SOLE   110,750 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 70,198 2,859,393 SH   SOLE   2,859,393 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 14,828 642,171 SH   SOLE   642,171 0 0
GENERAL DYNAMICS CORP COM 369550108 217,144 1,381,233 SH   SOLE   1,381,233 0 0
GENERAL ELECTRIC CO COM 369604103 313,595 41,426,025 SH   SOLE   41,426,025 0 0
GENERAL MLS INC COM 370334104 28,858 741,096 SH   SOLE   741,096 0 0
GENERAL MTRS CO COM 37045V100 59,343 1,774,066 SH   SOLE   1,774,066 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,192 75,000 SH   SOLE   75,000 0 0
GENTEX CORP COM 371901109 67,764 3,352,970 SH   SOLE   3,352,970 0 0
GENUINE PARTS CO COM 372460105 5,483 57,100 SH   SOLE   57,100 0 0
GILEAD SCIENCES INC COM 375558103 98,655 1,577,225 SH   SOLE   1,577,225 0 0
GLOBANT S A COM L44385109 1,690 30,000 SH   SOLE   30,000 0 0
GMS INC COM 36251C103 31,283 2,105,176 SH   SOLE   2,105,176 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 62,443 373,800 SH   SOLE   373,800 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 176,065 8,626,411 SH   SOLE   8,626,411 0 0
GRAINGER W W INC COM 384802104 16,076 56,935 SH   SOLE   56,935 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 4,307 404,773 SH   SOLE   404,773 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 3,597 68,232 SH   SOLE   68,232 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 27,675 2,700,000 SH   SOLE   2,700,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 1,015 155,000 SH   SOLE   155,000 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 817 40,000 SH   SOLE   40,000 0 0
HANESBRANDS INC COM 410345102 5,631 449,440 SH   SOLE   449,440 0 0
HANGER INC COM NEW 41043F208 4,036 213,000 SH   SOLE   213,000 0 0
HARLEY DAVIDSON INC COM 412822108 7,032 206,100 SH   SOLE   206,100 0 0
HARSCO CORP COM 415864107 21,903 1,102,873 SH   SOLE   1,102,873 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 37,567 975,000 SH   SOLE   975,000 0 0
HASBRO INC COM 418056107 11,795 145,172 SH   SOLE   145,172 0 0
HAYMAKER ACQUISITION CORP COM CLASS A 420870107 5,005 500,000 SH   SOLE   500,000 0 0
HCA HEALTHCARE INC COM 40412C101 41,629 334,500 SH   SOLE   334,500 0 0
HCP INC COM 40414L109 16,636 595,643 SH   SOLE   595,643 0 0
HENRY JACK & ASSOC INC COM 426281101 2,649 20,934 SH   SOLE   20,934 0 0
HERSHEY CO COM 427866108 18,626 173,785 SH   SOLE   173,785 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 20,357 1,541,036 SH   SOLE   1,541,036 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 26,308 366,400 SH   SOLE   366,400 0 0
HOLLYFRONTIER CORP COM 436106108 10,152 198,600 SH   SOLE   198,600 0 0
HOLOGIC INC COM 436440101 11,086 269,740 SH   SOLE   269,740 0 0
HOME DEPOT INC COM 437076102 193,298 1,125,005 SH   SOLE   1,125,005 0 0
HONEYWELL INTL INC COM 438516106 253,377 1,917,776 SH   SOLE   1,917,776 0 0
HORIZON PHARMA PLC SHS G4617B105 11,236 575,000 SH   SOLE   575,000 0 0
HORMEL FOODS CORP COM 440452100 14,351 336,246 SH   SOLE   336,246 0 0
HOST HOTELS & RESORTS INC COM 44107P104 15,155 909,133 SH   SOLE   909,133 0 0
HP INC COM 40434L105 36,888 1,802,936 SH   SOLE   1,802,936 0 0
HUBBELL INC COM 443510607 20,265 203,995 SH   SOLE   203,995 0 0
HUMANA INC COM 444859102 48,934 170,810 SH   SOLE   170,810 0 0
HUNT J B TRANS SVCS INC COM 445658107 10,067 108,200 SH   SOLE   108,200 0 0
HUNTINGTON BANCSHARES INC COM 446150104 19,406 1,628,000 SH   SOLE   1,628,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 42,487 223,249 SH   SOLE   223,249 0 0
IDEXX LABS INC COM 45168D104 8,946 48,094 SH   SOLE   48,094 0 0
IHS MARKIT LTD SHS G47567105 51,515 1,073,900 SH   SOLE   1,073,900 0 0
ILLUMINA INC COM 452327109 42,580 141,966 SH   SOLE   141,966 0 0
INCYTE CORP COM 45337C102 7,828 123,097 SH   SOLE   123,097 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 7,734 2,478,693 SH   SOLE   2,478,693 0 0
INFLARX NV COM N44821101 97,506 2,680,959 SH   SOLE   2,680,959 0 0
INFRAREIT INC COM 45685L100 4,563 217,086 SH   SOLE   217,086 0 0
INGERSOLL-RAND PLC SHS G47791101 39,387 431,730 SH   SOLE   431,730 0 0
INOGEN INC COM 45780L104 6,209 50,000 SH   SOLE   50,000 0 0
INPHI CORP COM 45772F107 19,334 601,384 SH   SOLE   601,384 0 0
INSMED INC COM PAR $.01 457669307 8,817 672,000 SH   SOLE   672,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 12,818 1,700,000 SH   SOLE   1,700,000 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 6,765 150,000 SH   SOLE   150,000 0 0
INTEL CORP COM 458140100 250,141 5,330,080 SH   SOLE   5,330,080 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 13,909 138,000 SH   SOLE   138,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 53,167 705,790 SH   SOLE   705,790 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 115,226 1,013,690 SH   SOLE   1,013,690 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 16,851 125,500 SH   SOLE   125,500 0 0
INTERPUBLIC GROUP COS INC COM 460690100 9,799 474,982 SH   SOLE   474,982 0 0
INTERSECT ENT INC COM 46071F103 8,454 300,000 SH   SOLE   300,000 0 0
INTL PAPER CO COM 460146103 4,411 109,292 SH   SOLE   109,292 0 0
INTUIT COM 461202103 63,563 322,900 SH   SOLE   322,900 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 115,863 241,925 SH   SOLE   241,925 0 0
INVESCO LTD SHS G491BT108 8,431 503,669 SH   SOLE   503,669 0 0
IPG PHOTONICS CORP COM 44980X109 2,175 19,200 SH   SOLE   19,200 0 0
IQVIA HLDGS INC COM 46266C105 22,967 197,700 SH   SOLE   197,700 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 6,948 100,000 SH   SOLE   100,000 0 0
IRON MTN INC NEW COM 46284V101 11,468 353,852 SH   SOLE   353,852 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 19,425 1,875,000 SH   SOLE   1,875,000 0 0
ITT INC COM 45073V108 88,483 1,833,091 SH   SOLE   1,833,091 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 24,547 419,901 SH   SOLE   419,901 0 0
JAGGED PEAK ENERGY INC COM 47009K107 10,716 1,175,000 SH   SOLE   1,175,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 6,536 376,500 SH   SOLE   376,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 3,422 213,074 SH   SOLE   213,074 0 0
JOHNSON & JOHNSON COM 478160104 399,610 3,096,555 SH   SOLE   3,096,555 0 0
JOHNSON CTLS INTL PLC SHS G51502105 19,574 660,153 SH   SOLE   660,153 0 0
JPMORGAN CHASE & CO COM 46625H100 422,803 4,331,107 SH   SOLE   4,331,107 0 0
JUNIPER NETWORKS INC COM 48203R104 11,437 425,000 SH   SOLE   425,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 11,850 600,000 SH   SOLE   600,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 32,443 339,900 SH   SOLE   339,900 0 0
KELLOGG CO COM 487836108 17,937 314,637 SH   SOLE   314,637 0 0
KEYCORP NEW COM 493267108 19,360 1,309,903 SH   SOLE   1,309,903 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 14,750 237,600 SH   SOLE   237,600 0 0
KIMBERLY CLARK CORP COM 494368103 14,827 130,133 SH   SOLE   130,133 0 0
KIMCO RLTY CORP COM 49446R109 7,235 493,863 SH   SOLE   493,863 0 0
KINDER MORGAN INC DEL COM 49456B101 36,171 2,351,795 SH   SOLE   2,351,795 0 0
KINDRED BIOSCIENCES INC COM 494577109 11,333 1,035,000 SH   SOLE   1,035,000 0 0
KLA-TENCOR CORP COM 482480100 5,523 61,720 SH   SOLE   61,720 0 0
KNOLL INC COM NEW 498904200 13,692 830,843 SH   SOLE   830,843 0 0
KOSMOS ENERGY LTD COM 500688106 2,849 700,000 SH   SOLE   700,000 0 0
KRAFT HEINZ CO COM 500754106 33,056 768,032 SH   SOLE   768,032 0 0
KROGER CO COM 501044101 25,181 915,685 SH   SOLE   915,685 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 9,553 75,600 SH   SOLE   75,600 0 0
LAM RESEARCH CORP COM 512807108 99,510 730,778 SH   SOLE   730,778 0 0
LAMB WESTON HLDGS INC COM 513272104 13,425 182,500 SH   SOLE   182,500 0 0
LAUDER ESTEE COS INC CL A 518439104 19,214 147,684 SH   SOLE   147,684 0 0
LENNAR CORP CL A 526057104 12,803 327,017 SH   SOLE   327,017 0 0
LENNOX INTL INC COM 526107107 26,987 123,305 SH   SOLE   123,305 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 31,050 1,011,400 SH   SOLE   1,011,400 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 5,180 400,000 SH   SOLE   400,000 0 0
LILLY ELI & CO COM 532457108 138,068 1,193,125 SH   SOLE   1,193,125 0 0
LINCOLN NATL CORP IND COM 534187109 5,759 112,235 SH   SOLE   112,235 0 0
LINCOLN NATL CORP IND *W EXP 07/10/201 534187117 10,664 213,400 SH   SOLE   213,400 0 0
LINDE PLC COM G5494J103 107,222 687,144 SH   SOLE   687,144 0 0
LIVANOVA PLC SHS G5509L101 16,523 180,639 SH   SOLE   180,639 0 0
LKQ CORP COM 501889208 9,357 394,300 SH   SOLE   394,300 0 0
LOCKHEED MARTIN CORP COM 539830109 92,992 355,150 SH   SOLE   355,150 0 0
LOEWS CORP COM 540424108 2,812 61,777 SH   SOLE   61,777 0 0
LOGICBIO THERAPEUTICS INC COM 54142F102 9,464 910,000 SH   SOLE   910,000 0 0
LOUISIANA PAC CORP COM 546347105 85,983 3,869,623 SH   SOLE   3,869,623 0 0
LOWES COS INC COM 548661107 92,484 1,001,343 SH   SOLE   1,001,343 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 9,206 110,700 SH   SOLE   110,700 0 0
M & T BK CORP COM 55261F104 12,580 87,890 SH   SOLE   87,890 0 0
MACERICH CO COM 554382101 4,622 106,800 SH   SOLE   106,800 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 4,176 37,050 SH   SOLE   37,050 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 3,647 325,331 SH   SOLE   325,331 0 0
MAGNOLIA OIL & GAS CORP *W EXP 07/31/202 559663117 1,565 516,666 SH   SOLE   516,666 0 0
MARATHON OIL CORP COM 565849106 5,620 391,900 SH   SOLE   391,900 0 0
MARATHON PETE CORP COM 56585A102 60,552 1,026,131 SH   SOLE   1,026,131 0 0
MARRIOTT INTL INC NEW CL A 571903202 38,107 351,025 SH   SOLE   351,025 0 0
MARSH & MCLENNAN COS INC COM 571748102 49,748 623,804 SH   SOLE   623,804 0 0
MARTIN MARIETTA MATLS INC COM 573284106 108,925 633,766 SH   SOLE   633,766 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 22,737 1,404,367 SH   SOLE   1,404,367 0 0
MASCO CORP COM 574599106 17,056 583,300 SH   SOLE   583,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 246,190 1,305,010 SH   SOLE   1,305,010 0 0
MATTEL INC COM 577081102 4,214 421,842 SH   SOLE   421,842 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 12,341 242,700 SH   SOLE   242,700 0 0
MCCORMICK & CO INC COM NON VTG 579780206 20,972 150,615 SH   SOLE   150,615 0 0
MCDONALDS CORP COM 580135101 169,315 953,509 SH   SOLE   953,509 0 0
MCKESSON CORP COM 58155Q103 25,680 232,460 SH   SOLE   232,460 0 0
MEDTRONIC PLC SHS G5960L103 137,533 1,512,015 SH   SOLE   1,512,015 0 0
MERCK & CO INC COM 58933Y105 411,528 5,385,793 SH   SOLE   5,385,793 0 0
METLIFE INC COM 59156R108 29,973 729,976 SH   SOLE   729,976 0 0
MGM RESORTS INTERNATIONAL COM 552953101 15,344 632,500 SH   SOLE   632,500 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 6,973 183,900 SH   SOLE   183,900 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,916 54,456 SH   SOLE   54,456 0 0
MICRON TECHNOLOGY INC COM 595112103 53,161 1,675,430 SH   SOLE   1,675,430 0 0
MICROSOFT CORP COM 594918104 994,071 9,787,055 SH   SOLE   9,787,055 0 0
MID AMER APT CMNTYS INC COM 59522J103 13,125 137,150 SH   SOLE   137,150 0 0
MOLSON COORS BREWING CO CL B 60871R209 12,790 227,736 SH   SOLE   227,736 0 0
MONDELEZ INTL INC CL A 609207105 72,150 1,802,397 SH   SOLE   1,802,397 0 0
MONOLITHIC PWR SYS INC COM 609839105 11,842 101,868 SH   SOLE   101,868 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 20,523 416,961 SH   SOLE   416,961 0 0
MOODYS CORP COM 615369105 22,434 160,195 SH   SOLE   160,195 0 0
MOOG INC CL A 615394202 585 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 145,853 3,678,500 SH   SOLE   3,678,500 0 0
MOSAIC CO NEW COM 61945C103 257,875 8,828,305 SH   SOLE   8,828,305 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 35,855 311,676 SH   SOLE   311,676 0 0
MSCI INC COM 55354G100 15,952 108,200 SH   SOLE   108,200 0 0
MYLAN N V SHS EURO N59465109 16,634 607,096 SH   SOLE   607,096 0 0
MYOVANT SCIENCES LTD COM G637AM102 11,897 725,000 SH   SOLE   725,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 150 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 11,459 140,480 SH   SOLE   140,480 0 0
NATIONAL VISION HLDGS INC COM 63845R107 160,861 5,710,358 SH   SOLE   5,710,358 0 0
NETAPP INC COM 64110D104 18,713 313,600 SH   SOLE   313,600 0 0
NETFLIX INC COM 64110L106 150,758 563,244 SH   SOLE   563,244 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 571 8,000 SH   SOLE   8,000 0 0
NEURONETICS INC COM 64131A105 2,271 117,339 SH   SOLE   117,339 0 0
NEVRO CORP COM 64157F103 4,181 107,500 SH   SOLE   107,500 0 0
NEW SR INVT GROUP INC COM 648691103 609 147,794 SH   SOLE   147,794 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 10,527 1,118,654 SH   SOLE   1,118,654 0 0
NEWELL BRANDS INC COM 651229106 10,000 537,900 SH   SOLE   537,900 0 0
NEWMONT MINING CORP COM 651639106 23,063 665,600 SH   SOLE   665,600 0 0
NEWS CORP NEW CL A 65249B109 5,388 474,674 SH   SOLE   474,674 0 0
NEWS CORP NEW CL B 65249B208 1,771 153,331 SH   SOLE   153,331 0 0
NEXTERA ENERGY INC COM 65339F101 104,152 599,194 SH   SOLE   599,194 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 10,297 441,379 SH   SOLE   441,379 0 0
NIKE INC CL B 654106103 115,216 1,554,038 SH   SOLE   1,554,038 0 0
NINE ENERGY SVC INC COM 65441V101 19,977 886,282 SH   SOLE   886,282 0 0
NOBLE ENERGY INC COM 655044105 297,414 15,853,618 SH   SOLE   15,853,618 0 0
NORFOLK SOUTHERN CORP COM 655844108 48,706 325,706 SH   SOLE   325,706 0 0
NORTHERN TR CORP COM 665859104 32,784 392,200 SH   SOLE   392,200 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,565 6,391 SH   SOLE   6,391 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 11,611 273,900 SH   SOLE   273,900 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 14,584 640,194 SH   SOLE   640,194 0 0
NOVARTIS A G SPONSORED ADR 66987V109 17,162 200,000 SH   SOLE   200,000 0 0
NOVO-NORDISK A S ADR 670100205 39,851 865,000 SH   SOLE   865,000 0 0
NRG ENERGY INC COM NEW 629377508 121,814 3,076,120 SH   SOLE   3,076,120 0 0
NUCOR CORP COM 670346105 20,302 391,862 SH   SOLE   391,862 0 0
NUTANIX INC CL A 67059N108 4,159 100,000 SH   SOLE   100,000 0 0
NUTRIEN LTD COM 67077M108 184,544 3,926,471 SH   SOLE   3,926,471 0 0
NUVECTRA CORP COM 67075N108 1,716 105,018 SH   SOLE   105,018 0 0
NVENT ELECTRIC PLC SHS G6700G107 80,974 3,605,257 SH   SOLE   3,605,257 0 0
NVIDIA CORP COM 67066G104 106,210 795,581 SH   SOLE   795,581 0 0
NXP SEMICONDUCTORS N V COM N6596X109 18,745 255,800 SH   SOLE   255,800 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 34,295 99,600 SH   SOLE   99,600 0 0
OGE ENERGY CORP COM 670837103 29,393 750,000 SH   SOLE   750,000 0 0
OKTA INC CL A 679295105 3,190 50,000 SH   SOLE   50,000 0 0
OLIN CORP COM PAR $1 680665205 201,560 10,022,867 SH   SOLE   10,022,867 0 0
ONEMAIN HLDGS INC COM 68268W103 15,060 620,000 SH   SOLE   620,000 0 0
ORACLE CORP COM 68389X105 144,177 3,193,297 SH   SOLE   3,193,297 0 0
ORBCOMM INC COM 68555P100 64,903 7,857,478 SH   SOLE   7,857,478 0 0
ORBOTECH LTD ORD M75253100 24,198 427,989 SH   SOLE   427,989 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 16,907 1,074,800 SH   SOLE   1,074,800 0 0
OSHKOSH CORP COM 688239201 12,215 199,228 SH   SOLE   199,228 0 0
OWENS CORNING NEW COM 690742101 173,036 3,934,428 SH   SOLE   3,934,428 0 0
PACKAGING CORP AMER COM 695156109 9,356 112,100 SH   SOLE   112,100 0 0
PALO ALTO NETWORKS INC COM 697435105 9,418 50,000 SH   SOLE   50,000 0 0
PARSLEY ENERGY INC CL A 701877102 155,872 9,754,177 SH   SOLE   9,754,177 0 0
PAYCHEX INC COM 704326107 19,333 296,746 SH   SOLE   296,746 0 0
PAYPAL HLDGS INC COM 70450Y103 137,311 1,632,900 SH   SOLE   1,632,900 0 0
PDC ENERGY INC COM 69327R101 11,815 396,995 SH   SOLE   396,995 0 0
PEPSICO INC COM 713448108 194,166 1,757,479 SH   SOLE   1,757,479 0 0
PERRIGO CO PLC SHS G97822103 4,450 114,846 SH   SOLE   114,846 0 0
PERSPECTA INC COM 715347100 10,834 629,132 SH   SOLE   629,132 0 0
PFIZER INC COM 717081103 345,514 7,915,558 SH   SOLE   7,915,558 0 0
PG&E CORP COM 69331C108 15,236 641,522 SH   SOLE   641,522 0 0
PHILIP MORRIS INTL INC COM 718172109 129,211 1,935,454 SH   SOLE   1,935,454 0 0
PHILLIPS 66 COM 718546104 45,022 522,601 SH   SOLE   522,601 0 0
PINNACLE WEST CAP CORP COM 723484101 83,904 984,794 SH   SOLE   984,794 0 0
PIONEER NAT RES CO COM 723787107 154,957 1,178,200 SH   SOLE   1,178,200 0 0
PNC FINL SVCS GROUP INC COM 693475105 84,792 725,277 SH   SOLE   725,277 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 9,272 475,000 SH   SOLE   475,000 0 0
PPG INDS INC COM 693506107 45,024 440,421 SH   SOLE   440,421 0 0
PRICE T ROWE GROUP INC COM 74144T108 19,528 211,530 SH   SOLE   211,530 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,515 56,942 SH   SOLE   56,942 0 0
PRINCIPIA BIOPHARMA INC COM 74257L108 19,173 700,000 SH   SOLE   700,000 0 0
PROCTER AND GAMBLE CO COM 742718109 285,685 3,107,973 SH   SOLE   3,107,973 0 0
PROGRESSIVE CORP OHIO COM 743315103 62,599 1,037,604 SH   SOLE   1,037,604 0 0
PROLOGIS INC COM 74340W103 45,968 782,829 SH   SOLE   782,829 0 0
PROPETRO HLDG CORP COM 74347M108 19,523 1,584,687 SH   SOLE   1,584,687 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 58,946 3,735,507 SH   SOLE   3,735,507 0 0
PRUDENTIAL FINL INC COM 744320102 42,474 520,837 SH   SOLE   520,837 0 0
PTC THERAPEUTICS INC COM 69366J200 412 12,000 SH   SOLE   12,000 0 0
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PULTE GROUP INC COM 745867101 8,364 321,800 SH   SOLE   321,800 0 0
PVH CORP COM 693656100 8,867 95,400 SH   SOLE   95,400 0 0
QORVO INC COM 74736K101 4,833 79,578 SH   SOLE   79,578 0 0
QUALCOMM INC COM 747525103 103,853 1,824,864 SH   SOLE   1,824,864 0 0
QUANTA SVCS INC COM 74762E102 5,297 175,993 SH   SOLE   175,993 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 6,829 475,876 SH   SOLE   475,876 0 0
QUEST DIAGNOSTICS INC COM 74834L100 6,853 82,300 SH   SOLE   82,300 0 0
RA PHARMACEUTICALS INC COM 74933V108 3,640 200,000 SH   SOLE   200,000 0 0
RALPH LAUREN CORP CL A 751212101 7,108 68,700 SH   SOLE   68,700 0 0
RANGE RES CORP COM 75281A109 14,929 1,560,000 SH   SOLE   1,560,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 17,553 235,900 SH   SOLE   235,900 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 11,355 1,066,222 SH   SOLE   1,066,222 0 0
REALTY INCOME CORP COM 756109104 23,161 367,400 SH   SOLE   367,400 0 0
RED HAT INC COM 756577102 34,584 196,900 SH   SOLE   196,900 0 0
REGALWOOD GLOBAL ENERGY LTD COM CL A G74760102 19,640 1,999,998 SH   SOLE   1,999,998 0 0
REGALWOOD GLOBAL ENERGY LTD *W EXP 12/05/202 G74760128 720 666,666 SH   SOLE   666,666 0 0
REGENCY CTRS CORP COM 758849103 12,188 207,700 SH   SOLE   207,700 0 0
REGENERON PHARMACEUTICALS COM 75886F107 13,827 37,021 SH   SOLE   37,021 0 0
REGIONS FINL CORP NEW COM 7591EP100 38,815 2,901,000 SH   SOLE   2,901,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 5,860 285,158 SH   SOLE   285,158 0 0
RESMED INC COM 761152107 20,287 178,155 SH   SOLE   178,155 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 8,160 281,587 SH   SOLE   281,587 0 0
RITE AID CORP COM 767754104 4,266 6,023,468 SH   SOLE   6,023,468 0 0
ROBERT HALF INTL INC COM 770323103 5,640 98,600 SH   SOLE   98,600 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 30,511 2,058,799 SH   SOLE   2,058,799 0 0
ROCKWELL AUTOMATION INC COM 773903109 16,023 106,482 SH   SOLE   106,482 0 0
ROLLINS INC COM 775711104 6,935 192,100 SH   SOLE   192,100 0 0
ROSS STORES INC COM 778296103 41,363 497,153 SH   SOLE   497,153 0 0
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ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 18,080 310,274 SH   SOLE   310,274 0 0
S&P GLOBAL INC COM 78409V104 52,948 311,566 SH   SOLE   311,566 0 0
SALESFORCE COM INC COM 79466L302 140,055 1,022,523 SH   SOLE   1,022,523 0 0
SANGAMO THERAPEUTICS INC COM 800677106 10,906 950,000 SH   SOLE   950,000 0 0
SANOFI RIGHT 12/31/2020 80105N113 295 614,455 SH   SOLE   614,455 0 0
SAP SE SPON ADR 803054204 8,462 85,000 SH   SOLE   85,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 256,471 2,350,144 SH   SOLE   2,350,144 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 23,134 142,900 SH   SOLE   142,900 0 0
SCANA CORP NEW COM 80589M102 8,877 185,782 SH   SOLE   185,782 0 0
SCHEIN HENRY INC COM 806407102 11,715 149,200 SH   SOLE   149,200 0 0
SCHLUMBERGER LTD COM 806857108 52,470 1,454,267 SH   SOLE   1,454,267 0 0
SCHWAB CHARLES CORP NEW COM 808513105 59,018 1,421,100 SH   SOLE   1,421,100 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 21,377 335,585 SH   SOLE   335,585 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 12,522 324,500 SH   SOLE   324,500 0 0
SEALED AIR CORP NEW COM 81211K100 6,637 190,500 SH   SOLE   190,500 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 14,948 2,365,118 SH   SOLE   2,365,118 0 0
SEMPRA ENERGY COM 816851109 36,774 339,900 SH   SOLE   339,900 0 0
SENTINEL ENERGY SVCS INC CL A 81728P105 15,030 1,500,000 SH   SOLE   1,500,000 0 0
SENTINEL ENERGY SVCS INC *W EXP 11/02/202 81728P113 415 500,000 SH   SOLE   500,000 0 0
SHERWIN WILLIAMS CO COM 824348106 106,976 271,885 SH   SOLE   271,885 0 0
SHIRE PLC SPONSORED ADR 82481R106 87,020 500,000 SH   SOLE   500,000 0 0
SI BONE INC COM 825704109 3,134 150,000 SH   SOLE   150,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 26,731 260,000 SH   SOLE   260,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 64,788 385,663 SH   SOLE   385,663 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 11,216 167,350 SH   SOLE   167,350 0 0
SL GREEN RLTY CORP COM 78440X101 8,810 111,400 SH   SOLE   111,400 0 0
SMUCKER J M CO COM NEW 832696405 13,147 140,627 SH   SOLE   140,627 0 0
SNAP ON INC COM 833034101 9,919 68,273 SH   SOLE   68,273 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 17,354 1,435,367 SH   SOLE   1,435,367 0 0
SOUTHWEST AIRLS CO COM 844741108 32,168 692,077 SH   SOLE   692,077 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 77,511 1,013,218 SH   SOLE   1,013,218 0 0
SPARK ENERGY INC CL A COM 846511103 100 13,474 SH   SOLE   13,474 0 0
SPARTAN ENERGY ACQUISITON CO CL A COM STK 846784106 45,762 4,752,000 SH   SOLE   4,752,000 0 0
SPARTAN ENERGY ACQUISITON CO *W EXP 08/27/202 846784122 1,536 1,584,000 SH   SOLE   1,584,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,641 36,630 SH   SOLE   36,630 0 0
SPRING BK PHARMACEUTICALS IN COM 849431101 10,390 1,000,000 SH   SOLE   1,000,000 0 0
SPX CORP COM 784635104 3,176 113,390 SH   SOLE   113,390 0 0
SRC ENERGY INC COM 78470V108 2,820 600,000 SH   SOLE   600,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 27,743 615,000 SH   SOLE   615,000 0 0
STARBUCKS CORP COM 855244109 98,887 1,535,505 SH   SOLE   1,535,505 0 0
STATE STR CORP COM 857477103 27,385 434,200 SH   SOLE   434,200 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 6,745 710,014 SH   SOLE   710,014 0 0
STONECO LTD COM CL A G85158106 461 25,000 SH   SOLE   25,000 0 0
STRYKER CORP COM 863667101 46,122 294,241 SH   SOLE   294,241 0 0
SUMMIT MATLS INC CL A 86614U100 94,556 7,625,462 SH   SOLE   7,625,462 0 0
SVB FINL GROUP COM 78486Q101 54,849 288,800 SH   SOLE   288,800 0 0
SVMK INC COM 78489X103 2,761 225,000 SH   SOLE   225,000 0 0
SYMANTEC CORP COM 871503108 14,905 788,859 SH   SOLE   788,859 0 0
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SYNOPSYS INC COM 871607107 13,596 161,400 SH   SOLE   161,400 0 0
SYNOVUS FINL CORP COM NEW 87161C501 1,600 50,000 SH   SOLE   50,000 0 0
SYSCO CORP COM 871829107 37,378 596,524 SH   SOLE   596,524 0 0
T2 BIOSYSTEMS INC COM 89853L104 1,204 400,000 SH   SOLE   400,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 84,949 825,233 SH   SOLE   825,233 0 0
TAPESTRY INC COM 876030107 10,093 299,042 SH   SOLE   299,042 0 0
TARGET CORP COM 87612E106 1,628 24,631 SH   SOLE   24,631 0 0
TCF FINL CORP COM 872275102 7,114 365,000 SH   SOLE   365,000 0 0
TECHNIPFMC PLC COM G87110105 10,481 535,300 SH   SOLE   535,300 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 10,576 800,000 SH   SOLE   800,000 0 0
TESARO INC COM 881569107 55,836 752,000 SH   SOLE   752,000 0 0
TEXAS INSTRS INC COM 882508104 155,551 1,646,044 SH   SOLE   1,646,044 0 0
TEXTRON INC COM 883203101 55,145 1,199,070 SH   SOLE   1,199,070 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 106,433 475,594 SH   SOLE   475,594 0 0
TIMKEN CO COM 887389104 38,488 1,031,304 SH   SOLE   1,031,304 0 0
TJX COS INC NEW COM 872540109 56,418 1,261,010 SH   SOLE   1,261,010 0 0
TOPBUILD CORP COM 89055F103 36,000 800,000 SH   SOLE   800,000 0 0
TOTAL S A SPONSORED ADR 89151E109 4,957 95,000 SH   SOLE   95,000 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 28,928 249,208 SH   SOLE   249,208 0 0
TRANSDIGM GROUP INC COM 893641100 14,364 42,241 SH   SOLE   42,241 0 0
TRANSOCEAN LTD REG SHS H8817H100 6,913 996,113 SH   SOLE   996,113 0 0
TRIPADVISOR INC COM 896945201 6,985 129,500 SH   SOLE   129,500 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 109,401 2,273,500 SH   SOLE   2,273,500 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 54,837 1,147,708 SH   SOLE   1,147,708 0 0
TWILIO INC CL A 90138F102 2,679 30,000 SH   SOLE   30,000 0 0
TWITTER INC COM 90184L102 25,843 899,200 SH   SOLE   899,200 0 0
TYSON FOODS INC CL A 902494103 19,505 365,255 SH   SOLE   365,255 0 0
U S SILICA HLDGS INC COM 90346E103 3,436 337,546 SH   SOLE   337,546 0 0
UDR INC COM 902653104 13,534 341,600 SH   SOLE   341,600 0 0
ULTA BEAUTY INC COM 90384S303 6,661 27,207 SH   SOLE   27,207 0 0
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UNION PAC CORP COM 907818108 126,552 915,514 SH   SOLE   915,514 0 0
UNIQURE NV SHS N90064101 10,235 355,148 SH   SOLE   355,148 0 0
UNITED PARCEL SERVICE INC CL B 911312106 39,392 403,900 SH   SOLE   403,900 0 0
UNITED RENTALS INC COM 911363109 41,348 403,279 SH   SOLE   403,279 0 0
UNITED TECHNOLOGIES CORP COM 913017109 163,288 1,533,506 SH   SOLE   1,533,506 0 0
UNITEDHEALTH GROUP INC COM 91324P102 298,796 1,199,406 SH   SOLE   1,199,406 0 0
UNITIL CORP COM 913259107 20,762 410,000 SH   SOLE   410,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 12,537 107,559 SH   SOLE   107,559 0 0
UNUM GROUP COM 91529Y106 7,988 271,869 SH   SOLE   271,869 0 0
UROVANT SCIENCES LTD SHS G9381B108 9,127 1,385,000 SH   SOLE   1,385,000 0 0
US BANCORP DEL COM NEW 902973304 15,611 341,600 SH   SOLE   341,600 0 0
V F CORP COM 918204108 18,026 252,684 SH   SOLE   252,684 0 0
VALERO ENERGY CORP NEW COM 91913Y100 35,288 470,700 SH   SOLE   470,700 0 0
VALVOLINE INC COM 92047W101 89,118 4,605,560 SH   SOLE   4,605,560 0 0
VANDA PHARMACEUTICALS INC COM 921659108 36,582 1,400,000 SH   SOLE   1,400,000 0 0
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VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 6,044 200,000 SH   SOLE   200,000 0 0
VANTAGE ENERGY ACQUISITION COM CL A 92211L105 44,723 4,450,000 SH   SOLE   4,450,000 0 0
VANTAGE ENERGY ACQUISITION *W EXP 04/12/202 92211L113 744 1,583,333 SH   SOLE   1,583,333 0 0
VAPOTHERM INC COM 922107107 18,125 908,518 SH   SOLE   908,518 0 0
VARIAN MED SYS INC COM 92220P105 4,451 39,278 SH   SOLE   39,278 0 0
VENATOR MATLS PLC SHS G9329Z100 17,734 4,232,394 SH   SOLE   4,232,394 0 0
VENTAS INC COM 92276F100 25,955 443,000 SH   SOLE   443,000 0 0
VERISIGN INC COM 92343E102 19,714 132,940 SH   SOLE   132,940 0 0
VERISK ANALYTICS INC COM 92345Y106 22,146 203,100 SH   SOLE   203,100 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 290,536 5,167,839 SH   SOLE   5,167,839 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 71,672 432,512 SH   SOLE   432,512 0 0
VIAVI SOLUTIONS INC COM 925550105 6,030 600,000 SH   SOLE   600,000 0 0
VIEWRAY INC COM 92672L107 1,087 179,000 SH   SOLE   179,000 0 0
VISA INC COM CL A 92826C839 296,158 2,244,640 SH   SOLE   2,244,640 0 0
VISTRA ENERGY CORP COM 92840M102 164,808 7,200,000 SH   SOLE   7,200,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 13,228 213,259 SH   SOLE   213,259 0 0
VOYAGER THERAPEUTICS INC COM 92915B106 3,525 375,000 SH   SOLE   375,000 0 0
VULCAN MATLS CO COM 929160109 115,631 1,170,358 SH   SOLE   1,170,358 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 68,849 1,007,597 SH   SOLE   1,007,597 0 0
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WAYFAIR INC CL A 94419L101 263,002 2,919,654 SH   SOLE   2,919,654 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 14,968 63,400 SH   SOLE   63,400 0 0
WELLS FARGO CO NEW COM 949746101 261,193 5,668,252 SH   SOLE   5,668,252 0 0
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WESTROCK CO COM 96145D105 562 14,889 SH   SOLE   14,889 0 0
WEYERHAEUSER CO COM 962166104 20,535 939,400 SH   SOLE   939,400 0 0
WILLIAMS COS INC DEL COM 969457100 14,919 676,600 SH   SOLE   676,600 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 41,287 271,875 SH   SOLE   271,875 0 0
WOODWARD INC COM 980745103 4,705 63,331 SH   SOLE   63,331 0 0
WORLDPAY INC CL A 981558109 7,643 100,000 SH   SOLE   100,000 0 0
WPX ENERGY INC COM 98212B103 78,429 6,910,000 SH   SOLE   6,910,000 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 5,597 205,606 SH   SOLE   205,606 0 0
WYNN RESORTS LTD COM 983134107 11,652 117,800 SH   SOLE   117,800 0 0
XENON PHARMACEUTICALS INC COM 98420N105 8,203 1,300,000 SH   SOLE   1,300,000 0 0
XEROX CORP COM NEW 984121608 3,986 201,700 SH   SOLE   201,700 0 0
XILINX INC COM 983919101 37,178 436,510 SH   SOLE   436,510 0 0
XPO LOGISTICS INC COM 983793100 45,632 800,000 SH   SOLE   800,000 0 0
YAMANA GOLD INC COM 98462Y100 3,540 1,500,000 SH   SOLE   1,500,000 0 0
YUM BRANDS INC COM 988498101 35,967 391,286 SH   SOLE   391,286 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 36,490 351,808 SH   SOLE   351,808 0 0
ZIONS BANCORPORATION N A COM 989701107 25,746 631,948 SH   SOLE   631,948 0 0
ZOETIS INC CL A 98978V103 49,285 576,164 SH   SOLE   576,164 0 0
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