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 87,268 420,000 SH   SOLE 420,000 0 0
51JOB INC SPONSORED ADS 316827104 6,004 77,095 SH   SOLE 77,095 0 0
58 COM INC SPON ADR REP A 31680Q104 3,338 50,829 SH   SOLE 50,829 0 0
ABBOTT LABS COM 002824100 123,907 1,550,000 SH   SOLE 1,550,000 0 0
ABBVIE INC COM 00287Y109 104,767 1,300,000 SH   SOLE 1,300,000 0 0
ABM INDS INC COM 000957100 1,818 50,000 SH   SOLE 50,000 0 0
AC IMMUNE SA SHS H00263105 395 78,207 SH   SOLE 78,207 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 29,310 1,000,000 SH   SOLE 1,000,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 14,651 537,246 SH   SOLE 537,246 0 0
ACCELERON PHARMA INC COM 00434H108 4,098 88,000 SH   SOLE 88,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 40,449 229,800 SH   SOLE 229,800 0 0
ACCO BRANDS CORP COM 00081T108 1,815 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,196 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 36,424 800,000 SH   SOLE 800,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 665 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 62 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 103 24,000 SH   SOLE 24,000 0 0
ADOBE INC COM 00724F101 47,968 180,000 SH   SOLE 180,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 7,503 44,000 SH   SOLE 44,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 15,312 600,000 SH   SOLE 600,000 0 0
ADVANSIX INC COM 00773T101 446 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 45,395 1,530,000 SH   SOLE 1,530,000 0 0
AES CORP COM 00130H105 3,616 200,000 SH   SOLE 200,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 24,850 232,000 SH   SOLE 232,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 13,263 165,000 SH   SOLE 165,000 0 0
AGREE REALTY CORP COM 008492100 32,295 465,750 SH   SOLE 465,750 0 0
AIR PRODS & CHEMS INC COM 009158106 33,418 175,000 SH   SOLE 175,000 0 0
AK STL HLDG CORP COM 001547108 41,525 15,100,000 SH   SOLE 15,100,000 0 0
ALASKA AIR GROUP INC COM 011659109 35,917 640,000 SH   SOLE 640,000 0 0
ALBEMARLE CORP COM 012653101 47,958 585,000 SH   SOLE 585,000 0 0
ALCOA CORP COM 013872106 25,428 903,000 SH   SOLE 903,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 1,018 40,000 SH   SOLE 40,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 30,301 212,550 SH   SOLE 212,550 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 35,823 265,000 SH   SOLE 265,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 210,216 1,152,182 SH   SOLE 1,152,182 0 0
ALIGN TECHNOLOGY INC COM 016255101 14,217 50,000 SH   SOLE 50,000 0 0
ALKERMES PLC SHS G01767105 6,933 190,000 SH   SOLE 190,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,848 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 639 25,000 SH   SOLE 25,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,814 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 76,133 520,000 SH   SOLE 520,000 0 0
ALLIANT ENERGY CORP COM 018802108 3,299 70,000 SH   SOLE 70,000 0 0
ALLOT LTD SHS M0854Q105 82 10,282 SH   SOLE 10,282 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 668 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 17,894 190,000 SH   SOLE 190,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 7,476 80,000 SH   SOLE 80,000 0 0
ALPHABET INC CAP STK CL C 02079K107 715,719 610,000 SH   SOLE 610,000 0 0
ALTABA INC COM 021346101 2,224 30,000 SH   SOLE 30,000 0 0
ALTAIR ENGR INC COM CL A 021369103 2,209 60,000 SH   SOLE 60,000 0 0
ALTRIA GROUP INC COM 02209S103 132,089 2,300,000 SH   SOLE 2,300,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 852 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 8,823 425,000 SH   SOLE 425,000 0 0
AMAZON COM INC COM 023135106 909,963 511,000 SH   SOLE 511,000 0 0
AMBEV SA SPONSORED ADR 02319V103 16,504 3,838,033 SH   SOLE 3,838,033 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 4,307 290,000 SH   SOLE 290,000 0 0
AMEREN CORP COM 023608102 6,546 89,000 SH   SOLE 89,000 0 0
AMERESCO INC CL A 02361E108 2,023 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 19,093 1,337,026 SH   SOLE 1,337,026 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 9,528 300,000 SH   SOLE 300,000 0 0
AMERICAN ASSETS TR INC COM 024013104 21,210 462,500 SH   SOLE 462,500 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 2,433 170,000 SH   SOLE 170,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 13,370 281,001 SH   SOLE 281,001 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 3,326 150,000 SH   SOLE 150,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 66,121 789,500 SH   SOLE 789,500 0 0
AMERICAN EXPRESS CO COM 025816109 38,255 350,000 SH   SOLE 350,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 4,459 196,250 SH   SOLE 196,250 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 27,645 642,000 SH   SOLE 642,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 86,904 441,000 SH   SOLE 441,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,564 15,000 SH   SOLE 15,000 0 0
AMERICOLD RLTY TR COM 03064D108 8,024 263,000 SH   SOLE 263,000 0 0
AMERIPRISE FINL INC COM 03076C106 59,823 467,000 SH   SOLE 467,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 15,904 200,000 SH   SOLE 200,000 0 0
AMGEN INC COM 031162100 55,094 290,000 SH   SOLE 290,000 0 0
ANADARKO PETE CORP COM 032511107 9,665 212,500 SH   SOLE 212,500 0 0
ANALOG DEVICES INC COM 032654105 12,632 120,000 SH   SOLE 120,000 0 0
ANAPTYSBIO INC COM 032724106 4,018 55,000 SH   SOLE 55,000 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 9,012 255,600 SH   SOLE 255,600 0 0
ANGIODYNAMICS INC COM 03475V101 1,486 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 6,760 37,000 SH   SOLE 37,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102 3,749 272,051 SH   SOLE 272,051 0 0
ANTERO RES CORP COM 03674X106 4,090 463,200 SH   SOLE 463,200 0 0
ANTHEM INC COM 036752103 14,349 50,000 SH   SOLE 50,000 0 0
AON PLC SHS CL A G0408V102 42,675 250,000 SH   SOLE 250,000 0 0
APACHE CORP COM 037411105 50,202 1,448,400 SH   SOLE 1,448,400 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 13,560 269,632 SH   SOLE 269,632 0 0
APPLE INC COM 037833100 710,413 3,740,000 SH   SOLE 3,740,000 0 0
APPLIED MATLS INC COM 038222105 37,677 950,000 SH   SOLE 950,000 0 0
APTIV PLC SHS G6095L109 12,082 152,000 SH   SOLE 152,000 0 0
AQUA AMERICA INC COM 03836W103 2,733 75,000 SH   SOLE 75,000 0 0
ARAMARK COM 03852U106 11,820 400,000 SH   SOLE 400,000 0 0
ARBOR RLTY TR INC COM 038923108 3,113 240,000 SH   SOLE 240,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 14,544 450,000 SH   SOLE 450,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,023 186,026 SH   SOLE 186,026 0 0
ARCONIC INC COM 03965L100 55,419 2,900,000 SH   SOLE 2,900,000 0 0
ARQULE INC COM 04269E107 518 108,040 SH   SOLE 108,040 0 0
ASE TECHNOLOGY HOLDING CO LT SPONSORED ADS 00215W100 7,439 1,725,764 SH   SOLE 1,725,764 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 713 150,000 SH   SOLE 150,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 3,180 30,500 SH   SOLE 30,500 0 0
ASTEC INDS INC COM 046224101 52,864 1,400,000 SH   SOLE 1,400,000 0 0
AT&T INC COM 00206R102 445,312 14,200,000 SH   SOLE 14,200,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 318 16,327 SH   SOLE 16,327 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 56,627 1,120,000 SH   SOLE 1,120,000 0 0
ATMOS ENERGY CORP COM 049560105 2,573 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 1,710 469,740 SH   SOLE 469,740 0 0
AUDIOCODES LTD ORD M15342104 439 31,736 SH   SOLE 31,736 0 0
AUTODESK INC COM 052769106 49,862 320,000 SH   SOLE 320,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 3,423 32,563 SH   SOLE 32,563 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 35,079 219,600 SH   SOLE 219,600 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 20 14,016 SH   SOLE 14,016 0 0
AVALARA INC COM 05338G106 3,334 59,768 SH   SOLE 59,768 0 0
AVALONBAY CMNTYS INC COM 053484101 24,991 124,500 SH   SOLE 124,500 0 0
AVANOS MED INC COM 05350V106 790 18,500 SH   SOLE 18,500 0 0
AVERY DENNISON CORP COM 053611109 8,322 73,650 SH   SOLE 73,650 0 0
AVON PRODS INC COM 054303102 14,112 4,800,000 SH   SOLE 4,800,000 0 0
AXALTA COATING SYS LTD COM G0750C108 1,639 65,000 SH   SOLE 65,000 0 0
AZUL S A SPONSR ADR PFD 05501U106 1,228 42,056 SH   SOLE 42,056 0 0
BAIDU INC SPON ADR REP A 056752108 58,871 357,126 SH   SOLE 357,126 0 0
BAKER HUGHES A GE CO CL A 05722G100 33,264 1,200,000 SH   SOLE 1,200,000 0 0
BALL CORP COM 058498106 8,679 150,000 SH   SOLE 150,000 0 0
BALLANTYNE STRONG INC COM 058516105 605 345,518 SH   SOLE 345,518 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 5,513 505,257 SH   SOLE 505,257 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 9,690 325,707 SH   SOLE 325,707 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 5,025 98,422 SH   SOLE 98,422 0 0
BANK AMER CORP COM 060505104 358,670 13,000,000 SH   SOLE 13,000,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 30,216 599,167 SH   SOLE 599,167 0 0
BAOZUN INC SPONSORED ADR 06684L103 3,200 77,025 SH   SOLE 77,025 0 0
BARINGS BDC INC COM 06759L103 2,432 247,902 SH   SOLE 247,902 0 0
BAXTER INTL INC COM 071813109 44,721 550,000 SH   SOLE 550,000 0 0
BB&T CORP COM 054937107 12,237 263,000 SH   SOLE 263,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 926 97,406 SH   SOLE 97,406 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,114 280,000 SH   SOLE 280,000 0 0
BECTON DICKINSON & CO COM 075887109 27,470 110,000 SH   SOLE 110,000 0 0
BEIGENE LTD SPONSORED ADR 07725L102 792 6,000 SH   SOLE 6,000 0 0
BEL FUSE INC CL B 077347300 2,149 85,000 SH   SOLE 85,000 0 0
BERKLEY W R CORP COM 084423102 6,177 72,905 SH   SOLE 72,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 28,615 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 204,908 1,020,000 SH   SOLE 1,020,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 9,427 175,000 SH   SOLE 175,000 0 0
BIOGEN INC COM 09062X103 52,004 220,000 SH   SOLE 220,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 4,375 85,000 SH   SOLE 85,000 0 0
BLACK HILLS CORP COM 092113109 1,185 16,000 SH   SOLE 16,000 0 0
BLACKROCK INC COM 09247X101 41,455 97,000 SH   SOLE 97,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 20,982 600,000 SH   SOLE 600,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 1,186 110,000 SH   SOLE 110,000 0 0
BMC STK HLDGS INC COM 05591B109 618 35,000 SH   SOLE 35,000 0 0
BOEING CO COM 097023105 152,568 400,000 SH   SOLE 400,000 0 0
BOINGO WIRELESS INC COM 09739C102 2,095 90,000 SH   SOLE 90,000 0 0
BOOKING HLDGS INC COM 09857L108 59,327 34,000 SH   SOLE 34,000 0 0
BORGWARNER INC COM 099724106 2,305 60,000 SH   SOLE 60,000 0 0
BOSTON PROPERTIES INC COM 101121101 21,956 164,000 SH   SOLE 164,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 19,190 500,000 SH   SOLE 500,000 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 3,256 225,000 SH   SOLE 225,000 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 4,896 401,000 SH   SOLE 401,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 6,431 405,500 SH   SOLE 405,500 0 0
BRIGHTCOVE INC COM 10921T101 841 100,000 SH   SOLE 100,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 30,632 844,090 SH   SOLE 844,090 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 90,649 1,900,000 SH   SOLE 1,900,000 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,847 155,000 SH   SOLE 155,000 0 0
BROADCOM INC COM 11135F101 75,178 250,000 SH   SOLE 250,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 4,402 94,369 SH   SOLE 94,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 5,143 250,000 SH   SOLE 250,000 0 0
BROOKFIELD PROPERTY REIT INC CL A 11282X103 6,815 332,600 SH   SOLE 332,600 0 0
BRT APARTMENTS CORP COM 055645303 1,791 129,000 SH   SOLE 129,000 0 0
BSQUARE CORP COM NEW 11776U300 293 150,000 SH   SOLE 150,000 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 12,155 357,300 SH   SOLE 357,300 0 0
BURLINGTON STORES INC COM 122017106 21,073 134,500 SH   SOLE 134,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,975 60,000 SH   SOLE 60,000 0 0
CABOT CORP COM 127055101 833 20,000 SH   SOLE 20,000 0 0
CABOT OIL & GAS CORP COM 127097103 7,439 285,000 SH   SOLE 285,000 0 0
CACTUS INC CL A 127203107 7,832 220,000 SH   SOLE 220,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 10,936 172,200 SH   SOLE 172,200 0 0
CALAVO GROWERS INC COM 128246105 14,255 170,000 SH   SOLE 170,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,357 25,000 SH   SOLE 25,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 2,893 28,500 SH   SOLE 28,500 0 0
CAMPBELL SOUP CO COM 134429109 4,957 130,000 SH   SOLE 130,000 0 0
CAMTEK LTD ORD M20791105 148 16,624 SH   SOLE 16,624 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 2,145 44,675 SH   SOLE 44,675 0 0
CANTEL MEDICAL CORP COM 138098108 21,405 320,000 SH   SOLE 320,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 37,577 460,000 SH   SOLE 460,000 0 0
CAPITAL SR LIVING CORP COM 140475104 678 170,000 SH   SOLE 170,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 27,450 600,000 SH   SOLE 600,000 0 0
CARBON BLACK INC COM 14081R103 140 10,000 SH   SOLE 10,000 0 0
CARDINAL HEALTH INC COM 14149Y108 7,223 150,000 SH   SOLE 150,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 580 15,000 SH   SOLE 15,000 0 0
CARLISLE COS INC COM 142339100 23,298 190,000 SH   SOLE 190,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 48,184 950,000 SH   SOLE 950,000 0 0
CARTERS INC COM 146229109 3,427 34,000 SH   SOLE 34,000 0 0
CATERPILLAR INC DEL COM 149123101 84,004 620,000 SH   SOLE 620,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 1,813 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 6,107 123,500 SH   SOLE 123,500 0 0
CBS CORP NEW CL B 124857202 95,060 2,000,000 SH   SOLE 2,000,000 0 0
CELCUITY INC COM 15102K100 1,315 60,000 SH   SOLE 60,000 0 0
CELGENE CORP COM 151020104 108,491 1,150,000 SH   SOLE 1,150,000 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 156 31,666 SH   SOLE 31,666 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 957 206,275 SH   SOLE 206,275 0 0
CENTENE CORP DEL COM 15135B101 58,410 1,100,000 SH   SOLE 1,100,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,864 191,000 SH   SOLE 191,000 0 0
CENTURY CMNTYS INC COM 156504300 953 39,745 SH   SOLE 39,745 0 0
CERAGON NETWORKS LTD ORD M22013102 327 91,077 SH   SOLE 91,077 0 0
CERIDIAN HCM HLDG INC COM 15677J108 1,539 30,000 SH   SOLE 30,000 0 0
CERNER CORP COM 156782104 10,870 190,000 SH   SOLE 190,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 5,084 35,000 SH   SOLE 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 8,361 66,100 SH   SOLE 66,100 0 0
CHENIERE ENERGY INC COM NEW 16411R208 46,485 680,000 SH   SOLE 680,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 8,285 197,600 SH   SOLE 197,600 0 0
CHESAPEAKE ENERGY CORP COM 165167107 14,880 4,800,000 SH   SOLE 4,800,000 0 0
CHESAPEAKE ENERGY CORP NOTE 5.500% 9/1 165167CY1 69 75,000 SH   SOLE 75,000 0 0
CHEVRON CORP NEW COM 166764100 169,988 1,380,000 SH   SOLE 1,380,000 0 0
CHILDRENS PL INC COM 168905107 6,810 70,000 SH   SOLE 70,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 20,111 394,409 SH   SOLE 394,409 0 0
CHUBB LIMITED COM H1467J104 39,659 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 4,409 124,032 SH   SOLE 124,032 0 0
CHURCH & DWIGHT INC COM 171340102 28,492 400,000 SH   SOLE 400,000 0 0
CIENA CORP COM NEW 171779309 33,606 900,000 SH   SOLE 900,000 0 0
CIGNA CORP NEW COM 125523100 80,410 500,000 SH   SOLE 500,000 0 0
CIMAREX ENERGY CO COM 171798101 2,111 30,200 SH   SOLE 30,200 0 0
CINEMARK HOLDINGS INC COM 17243V102 11,197 280,000 SH   SOLE 280,000 0 0
CISCO SYS INC COM 17275R102 226,758 4,200,000 SH   SOLE 4,200,000 0 0
CITIGROUP INC COM NEW 172967424 190,020 3,054,000 SH   SOLE 3,054,000 0 0
CITIZENS FINL GROUP INC COM 174610105 25,350 780,000 SH   SOLE 780,000 0 0
CITRIX SYS INC COM 177376100 4,913 49,300 SH   SOLE 49,300 0 0
CITY OFFICE REIT INC COM 178587101 3,483 308,000 SH   SOLE 308,000 0 0
CLIPPER RLTY INC COM 18885T306 2,819 210,500 SH   SOLE 210,500 0 0
CLOROX CO DEL COM 189054109 7,542 47,000 SH   SOLE 47,000 0 0
CLOUDERA INC COM 18914U100 9,846 900,000 SH   SOLE 900,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 7,198 290,000 SH   SOLE 290,000 0 0
CME GROUP INC COM CL A 12572Q105 29,624 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 13,246 238,500 SH   SOLE 238,500 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,077 100,000 SH   SOLE 100,000 0 0
COCA COLA CO COM 191216100 86,222 1,840,000 SH   SOLE 1,840,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 7,894 152,563 SH   SOLE 152,563 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 409 6,200 SH   SOLE 6,200 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 27,125 500,000 SH   SOLE 500,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,072 42,400 SH   SOLE 42,400 0 0
COHERENT INC COM 192479103 25,510 180,000 SH   SOLE 180,000 0 0
COLGATE PALMOLIVE CO COM 194162103 49,623 724,000 SH   SOLE 724,000 0 0
COLONY CAP INC NEW CL A COM 19626G108 3,861 725,885 SH   SOLE 725,885 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 1,283 57,000 SH   SOLE 57,000 0 0
COMCAST CORP NEW CL A 20030N101 151,924 3,800,000 SH   SOLE 3,800,000 0 0
COMERICA INC COM 200340107 2,713 37,000 SH   SOLE 37,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,002 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 10,174 283,500 SH   SOLE 283,500 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,887 109,195 SH   SOLE 109,195 0 0
COMSCORE INC COM 20564W105 31,793 1,570,000 SH   SOLE 1,570,000 0 0
CONAGRA BRANDS INC COM 205887102 88,768 3,200,000 SH   SOLE 3,200,000 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 483 40,000 SH   SOLE 40,000 0 0
CONOCOPHILLIPS COM 20825C104 83,425 1,250,000 SH   SOLE 1,250,000 0 0
CONSOLIDATED EDISON INC COM 209115104 4,919 58,000 SH   SOLE 58,000 0 0
CONTROL4 CORP COM 21240D107 16,930 1,000,000 SH   SOLE 1,000,000 0 0
CORNING INC COM 219350105 14,240 430,200 SH   SOLE 430,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 44,069 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 6,900 600,000 SH   SOLE 600,000 0 0
COUPA SOFTWARE INC COM 22266L106 2,993 32,900 SH   SOLE 32,900 0 0
COUSINS PPTYS INC COM 222795106 2,125 220,000 SH   SOLE 220,000 0 0
COVETRUS INC COM 22304C100 1,274 40,000 SH   SOLE 40,000 0 0
CRAY INC COM NEW 225223304 39,075 1,500,000 SH   SOLE 1,500,000 0 0
CREDICORP LTD COM G2519Y108 28,661 119,445 SH   SOLE 119,445 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 5,694 161,800 SH   SOLE 161,800 0 0
CRITEO S A SPONS ADS 226718104 214 10,677 SH   SOLE 10,677 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 93,440 730,000 SH   SOLE 730,000 0 0
CROWN HOLDINGS INC COM 228368106 9,004 165,000 SH   SOLE 165,000 0 0
CSX CORP COM 126408103 7,482 100,000 SH   SOLE 100,000 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 10,876 248,947 SH   SOLE 248,947 0 0
CUBESMART COM 229663109 15,259 476,250 SH   SOLE 476,250 0 0
CUBIC CORP COM 229669106 67,488 1,200,000 SH   SOLE 1,200,000 0 0
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CVS HEALTH CORP COM 126650100 75,502 1,400,000 SH   SOLE 1,400,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 3,620 30,404 SH   SOLE 30,404 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 26,110 1,750,000 SH   SOLE 1,750,000 0 0
CYRUSONE INC COM 23283R100 16,142 307,800 SH   SOLE 307,800 0 0
D R HORTON INC COM 23331A109 2,483 60,000 SH   SOLE 60,000 0 0
DANA INCORPORATED COM 235825205 1,419 80,000 SH   SOLE 80,000 0 0
DANAHER CORPORATION COM 235851102 39,606 300,000 SH   SOLE 300,000 0 0
DARDEN RESTAURANTS INC COM 237194105 12,147 100,000 SH   SOLE 100,000 0 0
DASEKE INC COM 23753F107 3,410 670,000 SH   SOLE 670,000 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 9,135 276,400 SH   SOLE 276,400 0 0
DEERE & CO COM 244199105 43,956 275,000 SH   SOLE 275,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 72,310 1,400,000 SH   SOLE 1,400,000 0 0
DENBURY RES INC COM NEW 247916208 753 367,209 SH   SOLE 367,209 0 0
DENTSPLY SIRONA INC COM 24906P109 3,967 80,000 SH   SOLE 80,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 35,663 1,130,000 SH   SOLE 1,130,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 829 79,000 SH   SOLE 79,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,943 28,989 SH   SOLE 28,989 0 0
DIGI INTL INC COM 253798102 1,837 145,000 SH   SOLE 145,000 0 0
DIGITAL RLTY TR INC COM 253868103 21,671 182,100 SH   SOLE 182,100 0 0
DISCOVER FINL SVCS COM 254709108 14,908 209,500 SH   SOLE 209,500 0 0
DISCOVERY INC COM SER C 25470F302 13,727 540,000 SH   SOLE 540,000 0 0
DISH NETWORK CORP CL A 25470M109 35,176 1,110,000 SH   SOLE 1,110,000 0 0
DISNEY WALT CO COM DISNEY 254687106 185,420 1,670,000 SH   SOLE 1,670,000 0 0
DOLLAR GEN CORP NEW COM 256677105 16,702 140,000 SH   SOLE 140,000 0 0
DOLLAR TREE INC COM 256746108 42,016 400,000 SH   SOLE 400,000 0 0
DOMINION ENERGY INC COM 25746U109 39,180 511,091 SH   SOLE 511,091 0 0
DOUGLAS EMMETT INC COM 25960P109 6,942 171,750 SH   SOLE 171,750 0 0
DOVER MOTORSPORTS INC COM 260174107 446 221,000 SH   SOLE 221,000 0 0
DOWDUPONT INC COM 26078J100 119,414 2,240,000 SH   SOLE 2,240,000 0 0
DROPBOX INC CL A 26210C104 16,132 740,000 SH   SOLE 740,000 0 0
DTE ENERGY CO COM 233331107 6,861 55,000 SH   SOLE 55,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 22,140 246,000 SH   SOLE 246,000 0 0
DUKE REALTY CORP COM NEW 264411505 917 30,000 SH   SOLE 30,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 16,522 220,000 SH   SOLE 220,000 0 0
DXC TECHNOLOGY CO COM 23355L106 18,620 289,542 SH   SOLE 289,542 0 0
EAST WEST BANCORP INC COM 27579R104 4,797 100,000 SH   SOLE 100,000 0 0
EASTMAN CHEMICAL CO COM 277432100 379 5,000 SH   SOLE 5,000 0 0
EATON CORP PLC SHS G29183103 3,222 40,000 SH   SOLE 40,000 0 0
EBAY INC COM 278642103 3,714 100,000 SH   SOLE 100,000 0 0
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ECOLAB INC COM 278865100 37,073 210,000 SH   SOLE 210,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 1,786 83,300 SH   SOLE 83,300 0 0
EDISON INTL COM 281020107 10,217 165,000 SH   SOLE 165,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 16,914 88,400 SH   SOLE 88,400 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 11,009 343,277 SH   SOLE 343,277 0 0
EMERALD EXPOSITIONS EVENTS I COM 29103B100 2,858 225,000 SH   SOLE 225,000 0 0
EMERSON ELEC CO COM 291011104 6,505 95,000 SH   SOLE 95,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,343 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 6,059 423,100 SH   SOLE 423,100 0 0
ENCANA CORP COM 292505104 2,321 320,628 SH   SOLE 320,628 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 843 94,416 SH   SOLE 94,416 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 32,073 2,086,720 SH   SOLE 2,086,720 0 0
ENSCO PLC SHS CLASS A G3157S106 560 142,600 SH   SOLE 142,600 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 3,917 746,038 SH   SOLE 746,038 0 0
ENTERGY CORP NEW COM 29364G103 18,170 190,000 SH   SOLE 190,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 39,780 1,367,000 SH   SOLE 1,367,000 0 0
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EOG RES INC COM 26875P101 25,651 269,500 SH   SOLE 269,500 0 0
EPR PPTYS COM SH BEN INT 26884U109 101,874 1,324,750 SH   SOLE 1,324,750 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 7,452 161,400 SH   SOLE 161,400 0 0
EQT CORP COM 26884L109 2,074 100,000 SH   SOLE 100,000 0 0
EQUINIX INC COM 29444U700 34,200 75,470 SH   SOLE 75,470 0 0
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EQUITY COMWLTH COM SH BEN INT 294628102 5,230 160,000 SH   SOLE 160,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 8,916 78,000 SH   SOLE 78,000 0 0
EROS INTL PLC SHS NEW G3788M114 24,221 2,650,000 SH   SOLE 2,650,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 1,481 36,875 SH   SOLE 36,875 0 0
ESSEX PPTY TR INC COM 297178105 44,243 152,961 SH   SOLE 152,961 0 0
EVEREST RE GROUP LTD COM G3223R108 5,183 24,000 SH   SOLE 24,000 0 0
EVERGY INC COM 30034W106 3,472 59,810 SH   SOLE 59,810 0 0
EVERSOURCE ENERGY COM 30040W108 7,450 105,000 SH   SOLE 105,000 0 0
EVO PMTS INC CL A COM 26927E104 872 30,000 SH   SOLE 30,000 0 0
EXELON CORP COM 30161N101 21,506 429,000 SH   SOLE 429,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 18,145 178,050 SH   SOLE 178,050 0 0
EXTREME NETWORKS INC COM 30226D106 9,737 1,300,000 SH   SOLE 1,300,000 0 0
EXXON MOBIL CORP COM 30231G102 314,312 3,890,000 SH   SOLE 3,890,000 0 0
F M C CORP COM NEW 302491303 16,055 209,000 SH   SOLE 209,000 0 0
FACEBOOK INC CL A 30303M102 453,397 2,720,000 SH   SOLE 2,720,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 14,584 105,800 SH   SOLE 105,800 0 0
FEDEX CORP COM 31428X106 81,635 450,000 SH   SOLE 450,000 0 0
FIBROGEN INC COM 31572Q808 959 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,190 90,100 SH   SOLE 90,100 0 0
FINISAR CORP COM NEW 31787A507 23,170 1,000,000 SH   SOLE 1,000,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 39,405 1,500,000 SH   SOLE 1,500,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,018 40,000 SH   SOLE 40,000 0 0
FIRSTENERGY CORP COM 337932107 5,825 140,000 SH   SOLE 140,000 0 0
FIVE BELOW INC COM 33829M101 21,309 171,500 SH   SOLE 171,500 0 0
FLEX LTD ORD Y2573F102 8,255 825,537 SH   SOLE 825,537 0 0
FLUOR CORP NEW COM 343412102 10,672 290,000 SH   SOLE 290,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 24,491 265,405 SH   SOLE 265,405 0 0
FOOT LOCKER INC COM 344849104 3,212 53,000 SH   SOLE 53,000 0 0
FORD MTR CO DEL COM 345370860 15,804 1,800,000 SH   SOLE 1,800,000 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 210 5,000 SH   SOLE 5,000 0 0
FOX CORP CL B COM 35137L204 16,146 450,000 SH   SOLE 450,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 38,670 3,000,000 SH   SOLE 3,000,000 0 0
FRESHPET INC COM 358039105 11,418 270,000 SH   SOLE 270,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 964 25,000 SH   SOLE 25,000 0 0
GARRETT MOTION INC COM 366505105 737 50,000 SH   SOLE 50,000 0 0
GARTNER INC COM 366651107 7,099 46,800 SH   SOLE 46,800 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 9,858 276,213 SH   SOLE 276,213 0 0
GENERAL DYNAMICS CORP COM 369550108 45,706 270,000 SH   SOLE 270,000 0 0
GENERAL ELECTRIC CO COM 369604103 79,920 8,000,000 SH   SOLE 8,000,000 0 0
GENERAL MLS INC COM 370334104 6,210 120,000 SH   SOLE 120,000 0 0
GENERAL MTRS CO COM 37045V100 77,910 2,100,000 SH   SOLE 2,100,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 6,627 284,426 SH   SOLE 284,426 0 0
GENPACT LIMITED SHS G3922B107 6,717 190,929 SH   SOLE 190,929 0 0
GENWORTH FINL INC COM CL A 37247D106 2,298 600,000 SH   SOLE 600,000 0 0
GEOPARK LTD USD SHS G38327105 1,165 67,357 SH   SOLE 67,357 0 0
GERON CORP COM 374163103 838 505,000 SH   SOLE 505,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 7,193 180,000 SH   SOLE 180,000 0 0
GILEAD SCIENCES INC COM 375558103 91,989 1,415,000 SH   SOLE 1,415,000 0 0
GLADSTONE LD CORP COM 376549101 2,720 215,000 SH   SOLE 215,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 6,453 657,143 SH   SOLE 657,143 0 0
GLOBAL PMTS INC COM 37940X102 8,655 63,400 SH   SOLE 63,400 0 0
GLOBANT S A COM L44385109 1,925 26,961 SH   SOLE 26,961 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 1,483 114,900 SH   SOLE 114,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 80,636 420,000 SH   SOLE 420,000 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 1,424 16,000 SH   SOLE 16,000 0 0
GRANITE CONSTR INC COM 387328107 10,356 240,000 SH   SOLE 240,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 632 50,000 SH   SOLE 50,000 0 0
GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 4,544 286,895 SH   SOLE 286,895 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 982 71,000 SH   SOLE 71,000 0 0
GREIF INC CL B 397624206 2,445 50,000 SH   SOLE 50,000 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,544 139,600 SH   SOLE 139,600 0 0
GSV CAP CORP COM 36191J101 11,825 1,560,000 SH   SOLE 1,560,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 75,834 3,280,000 SH   SOLE 3,280,000 0 0
HALLIBURTON CO COM 406216101 13,223 451,300 SH   SOLE 451,300 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,106 255,000 SH   SOLE 255,000 0 0
HANESBRANDS INC COM 410345102 1,609 90,000 SH   SOLE 90,000 0 0
HARSCO CORP COM 415864107 17,136 850,000 SH   SOLE 850,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,552 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 13,603 160,000 SH   SOLE 160,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 14,677 360,000 SH   SOLE 360,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 6,563 250,000 SH   SOLE 250,000 0 0
HCP INC COM 40414L109 19,000 607,000 SH   SOLE 607,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 7,586 175,000 SH   SOLE 175,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 83,824 723,185 SH   SOLE 723,185 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 15,019 560,000 SH   SOLE 560,000 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 7,991 279,500 SH   SOLE 279,500 0 0
HECLA MNG CO COM 422704106 23,000 10,000,000 SH   SOLE 10,000,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,266 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 5,223 94,000 SH   SOLE 94,000 0 0
HENRY SCHEIN INC COM 806407102 6,011 100,000 SH   SOLE 100,000 0 0
HESS CORP COM 42809H107 6,740 111,900 SH   SOLE 111,900 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 7,922 373,700 SH   SOLE 373,700 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 6,172 400,000 SH   SOLE 400,000 0 0
HEXCEL CORP NEW COM 428291108 3,458 50,000 SH   SOLE 50,000 0 0
HIGHWOODS PPTYS INC COM 431284108 1,848 39,500 SH   SOLE 39,500 0 0
HILTON GRAND VACATIONS INC COM 43283X105 1,931 62,600 SH   SOLE 62,600 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 28,371 341,366 SH   SOLE 341,366 0 0
HOLLYFRONTIER CORP COM 436106108 4,434 90,000 SH   SOLE 90,000 0 0
HOLOGIC INC COM 436440101 5,866 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 191,890 1,000,000 SH   SOLE 1,000,000 0 0
HONEYWELL INTL INC COM 438516106 51,649 325,000 SH   SOLE 325,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,545 240,500 SH   SOLE 240,500 0 0
HOWARD HUGHES CORP COM 44267D107 46,915 426,500 SH   SOLE 426,500 0 0
HP INC COM 40434L105 22,803 1,173,600 SH   SOLE 1,173,600 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 3,046 72,283 SH   SOLE 72,283 0 0
HUDSON LTD COM CL A G46408103 1,240 90,217 SH   SOLE 90,217 0 0
HUDSON PAC PPTYS INC COM 444097109 15,713 456,500 SH   SOLE 456,500 0 0
HUMANA INC COM 444859102 21,280 80,000 SH   SOLE 80,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 50,142 242,000 SH   SOLE 242,000 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 1,236 40,418 SH   SOLE 40,418 0 0
IAC INTERACTIVECORP COM 44919P508 29,415 140,000 SH   SOLE 140,000 0 0
ICICI BK LTD ADR 45104G104 12,567 1,096,616 SH   SOLE 1,096,616 0 0
IDACORP INC COM 451107106 995 10,000 SH   SOLE 10,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 20,094 140,000 SH   SOLE 140,000 0 0
ILLUMINA INC COM 452327109 71,459 230,000 SH   SOLE 230,000 0 0
INCYTE CORP COM 45337C102 10,751 125,000 SH   SOLE 125,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 9,637 893,100 SH   SOLE 893,100 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 3,399 168,500 SH   SOLE 168,500 0 0
INFOSYS LTD SPONSORED ADR 456788108 40,241 3,681,715 SH   SOLE 3,681,715 0 0
INGERSOLL-RAND PLC SHS G47791101 10,795 100,000 SH   SOLE 100,000 0 0
INGEVITY CORP COM 45688C107 1,584 15,000 SH   SOLE 15,000 0 0
INTEGER HLDGS CORP COM 45826H109 9,050 120,000 SH   SOLE 120,000 0 0
INTEL CORP COM 458140100 204,060 3,800,000 SH   SOLE 3,800,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,335 162,000 SH   SOLE 162,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 91,419 647,900 SH   SOLE 647,900 0 0
INTERXION HOLDING N.V SHS N47279109 8,175 122,517 SH   SOLE 122,517 0 0
INTL PAPER CO COM 460146103 10,873 235,000 SH   SOLE 235,000 0 0
INTUIT COM 461202103 27,840 106,500 SH   SOLE 106,500 0 0
INVITATION HOMES INC COM 46187W107 27,449 1,128,192 SH   SOLE 1,128,192 0 0
IONIS PHARMACEUTICALS INC COM 462222100 11,364 140,000 SH   SOLE 140,000 0 0
IQIYI INC SPONSORED ADS 46267X108 2,097 87,654 SH   SOLE 87,654 0 0
IQVIA HLDGS INC COM 46266C105 4,920 34,200 SH   SOLE 34,200 0 0
ISHARES GOLD TRUST ISHARES 464285105 74,280 6,000,000 SH   SOLE 6,000,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 318,000 9,196,055 SH   SOLE 9,196,055 0 0
ISHARES INC MSCI RUSSIA ETF 46434G798 40,498 1,174,182 SH   SOLE 1,174,182 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,505 17,400 SH   SOLE 17,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598 300,368 8,521,070 SH   SOLE 8,521,070 0 0
ISHARES TR CORE MSCI EAFE 46432F842 72,953 1,200,471 SH   SOLE 1,200,471 0 0
ISHARES TR CORE MSCI EURO 46434V738 74,686 1,628,205 SH   SOLE 1,628,205 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 26,165 2,969,962 SH   SOLE 2,969,962 0 0
ITT INC COM 45073V108 5,800 100,000 SH   SOLE 100,000 0 0
JACK IN THE BOX INC COM 466367109 13,780 170,000 SH   SOLE 170,000 0 0
JAKKS PAC INC COM 47012E106 141 140,000 SH   SOLE 140,000 0 0
JBG SMITH PPTYS COM 46590V100 641 15,500 SH   SOLE 15,500 0 0
JD COM INC SPON ADR CL A 47215P106 24,335 807,152 SH   SOLE 807,152 0 0
JERNIGAN CAP INC COM 476405105 4,492 213,500 SH   SOLE 213,500 0 0
JETBLUE AWYS CORP COM 477143101 21,677 1,325,000 SH   SOLE 1,325,000 0 0
JOHNSON & JOHNSON COM 478160104 321,517 2,300,000 SH   SOLE 2,300,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 15,145 410,000 SH   SOLE 410,000 0 0
JPMORGAN CHASE & CO COM 46625H100 435,289 4,300,000 SH   SOLE 4,300,000 0 0
JUNIPER NETWORKS INC COM 48203R104 4,765 180,000 SH   SOLE 180,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 45,232 390,000 SH   SOLE 390,000 0 0
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KBR INC COM 48242W106 31,021 1,625,000 SH   SOLE 1,625,000 0 0
KELLOGG CO COM 487836108 36,723 640,000 SH   SOLE 640,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 1,326 62,000 SH   SOLE 62,000 0 0
KEYCORP NEW COM 493267108 36,225 2,300,000 SH   SOLE 2,300,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 17,440 200,000 SH   SOLE 200,000 0 0
KILROY RLTY CORP COM 49427F108 10,634 140,000 SH   SOLE 140,000 0 0
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KINDER MORGAN INC DEL COM 49456B101 68,034 3,400,000 SH   SOLE 3,400,000 0 0
KLA-TENCOR CORP COM 482480100 10,269 86,000 SH   SOLE 86,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 29,412 900,000 SH   SOLE 900,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 29,617 1,140,000 SH   SOLE 1,140,000 0 0
KRAFT HEINZ CO COM 500754106 16,325 500,000 SH   SOLE 500,000 0 0
KRANESHARES TR BOSERA MSCI CH 500767405 11,629 364,662 SH   SOLE 364,662 0 0
KROGER CO COM 501044101 7,134 290,000 SH   SOLE 290,000 0 0
L BRANDS INC COM 501797104 1,848 67,000 SH   SOLE 67,000 0 0
L3 TECHNOLOGIES INC COM 502413107 55,720 270,000 SH   SOLE 270,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 36,715 240,000 SH   SOLE 240,000 0 0
LADDER CAP CORP CL A 505743104 2,952 173,428 SH   SOLE 173,428 0 0
LAM RESEARCH CORP COM 512807108 42,067 235,000 SH   SOLE 235,000 0 0
LAMB WESTON HLDGS INC COM 513272104 4,184 55,833 SH   SOLE 55,833 0 0
LAUDER ESTEE COS INC CL A 518439104 23,343 141,000 SH   SOLE 141,000 0 0
LAZYDAYS HLDGS INC COM 52110H100 3,483 731,627 SH   SOLE 731,627 0 0
LCI INDS COM 50189K103 19,205 250,000 SH   SOLE 250,000 0 0
LEGG MASON INC COM 524901105 24,086 880,000 SH   SOLE 880,000 0 0
LENDINGTREE INC NEW COM 52603B107 21,094 60,000 SH   SOLE 60,000 0 0
LENNAR CORP CL B 526057302 7,824 200,000 SH   SOLE 200,000 0 0
LGI HOMES INC COM 50187T106 13,855 230,000 SH   SOLE 230,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 21,077 230,000 SH   SOLE 230,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 21,381 560,000 SH   SOLE 560,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,824 100,000 SH   SOLE 100,000 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 26,399 210,000 SH   SOLE 210,000 0 0
LILLY ELI & CO COM 532457108 145,331 1,120,000 SH   SOLE 1,120,000 0 0
LIMBACH HLDGS INC COM 53263P105 4,918 642,000 SH   SOLE 642,000 0 0
LIMONEIRA CO COM 532746104 5,412 230,000 SH   SOLE 230,000 0 0
LINCOLN NATL CORP IND COM 534187109 70,440 1,200,000 SH   SOLE 1,200,000 0 0
LINDE PLC COM G5494J103 3,519 20,000 SH   SOLE 20,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 1,251 80,000 SH   SOLE 80,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 11,929 790,000 SH   SOLE 790,000 0 0
LITHIA MTRS INC CL A 536797103 2,254 24,300 SH   SOLE 24,300 0 0
LIVENT CORP COM 53814L108 8,596 700,000 SH   SOLE 700,000 0 0
LKQ CORP COM 501889208 31,218 1,100,000 SH   SOLE 1,100,000 0 0
LOCKHEED MARTIN CORP COM 539830109 84,045 280,000 SH   SOLE 280,000 0 0
LOUISIANA PAC CORP COM 546347105 731 30,000 SH   SOLE 30,000 0 0
LOWES COS INC COM 548661107 61,303 560,000 SH   SOLE 560,000 0 0
LULULEMON ATHLETICA INC COM 550021109 6,555 40,000 SH   SOLE 40,000 0 0
LUMENTUM HLDGS INC COM 55024U109 28,835 510,000 SH   SOLE 510,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 301 12,043 SH   SOLE 12,043 0 0
MACERICH CO COM 554382101 954 22,000 SH   SOLE 22,000 0 0
MACK CALI RLTY CORP COM 554489104 1,443 65,000 SH   SOLE 65,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 10,694 640,000 SH   SOLE 640,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 17,106 415,000 SH   SOLE 415,000 0 0
MADDEN STEVEN LTD COM 556269108 3,232 95,500 SH   SOLE 95,500 0 0
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NIKE INC CL B 654106103 77,684 922,500 SH   SOLE 922,500 0 0
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NOAH HLDGS LTD SPON ADS CL A 65487X102 1,140 23,524 SH   SOLE 23,524 0 0
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O REILLY AUTOMOTIVE INC NEW COM 67103H107 12,717 32,750 SH   SOLE 32,750 0 0
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OLIN CORP COM PAR $1 680665205 4,975 215,000 SH   SOLE 215,000 0 0
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ON SEMICONDUCTOR CORP COM 682189105 24,684 1,200,000 SH   SOLE 1,200,000 0 0
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P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 5,816 211,800 SH   SOLE 211,800 0 0
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PETIQ INC COM CL A 71639T106 33,609 1,070,000 SH   SOLE 1,070,000 0 0
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QUEST DIAGNOSTICS INC COM 74834L100 1,349 15,000 SH   SOLE 15,000 0 0
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RH COM 74967X103 1,544 15,000 SH   SOLE 15,000 0 0
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SEQUENTIAL BRNDS GROUP INC N COM 81734P107 1,408 1,100,000 SH   SOLE 1,100,000 0 0
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TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,719 50,000 SH   SOLE 50,000 0 0
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TARGET CORP COM 87612E106 21,670 270,000 SH   SOLE 270,000 0 0
TASEKO MINES LTD COM 876511106 39 65,362 SH   SOLE 65,362 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 4,304 115,200 SH   SOLE 115,200 0 0
TCG BDC INC COM 872280102 9,412 650,000 SH   SOLE 650,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 12,985 160,800 SH   SOLE 160,800 0 0
TELADOC HEALTH INC COM 87918A105 21,128 380,000 SH   SOLE 380,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,155 95,669 SH   SOLE 95,669 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 5,768 200,000 SH   SOLE 200,000 0 0
TERNIUM SA SPONSORED ADS 880890108 2,472 90,800 SH   SOLE 90,800 0 0
TERRENO RLTY CORP COM 88146M101 7,567 180,000 SH   SOLE 180,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 6,899 440,000 SH   SOLE 440,000 0 0
TEXAS INSTRS INC COM 882508104 59,717 563,000 SH   SOLE 563,000 0 0
TEXTRON INC COM 883203101 48,634 960,000 SH   SOLE 960,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 20,097 470,000 SH   SOLE 470,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 6,018 265,459 SH   SOLE 265,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 34,215 125,000 SH   SOLE 125,000 0 0
THERMON GROUP HLDGS INC COM 88362T103 1,226 50,000 SH   SOLE 50,000 0 0
THOR INDS INC COM 885160101 42,412 680,000 SH   SOLE 680,000 0 0
TIER REIT INC COM NEW 88650V208 5,116 178,500 SH   SOLE 178,500 0 0
TIFFANY & CO NEW COM 886547108 21,407 202,817 SH   SOLE 202,817 0 0
TITAN INTL INC ILL COM 88830M102 6,507 1,090,000 SH   SOLE 1,090,000 0 0
TIVITY HEALTH INC COM 88870R102 2,707 154,152 SH   SOLE 154,152 0 0
TJX COS INC NEW COM 872540109 25,754 484,000 SH   SOLE 484,000 0 0
TOLL BROTHERS INC COM 889478103 4,063 112,250 SH   SOLE 112,250 0 0
TOOTSIE ROLL INDS INC COM 890516107 2,085 56,000 SH   SOLE 56,000 0 0
TOTAL SYS SVCS INC COM 891906109 5,292 55,700 SH   SOLE 55,700 0 0
TPG SPECIALTY LENDING INC COM 87265K102 86,000 4,300,000 SH   SOLE 4,300,000 0 0
TRANSDIGM GROUP INC COM 893641100 2,270 5,000 SH   SOLE 5,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,008 115,700 SH   SOLE 115,700 0 0
TRAVELCENTERS AMER LLC COM 894174101 5,179 1,260,000 SH   SOLE 1,260,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 21,479 156,595 SH   SOLE 156,595 0 0
TRINITY MERGER CORP UNIT 05/11/2025 89653L205 1,045 100,000 SH   SOLE 100,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 16,392 860,000 SH   SOLE 860,000 0 0
TRUPANION INC COM 898202106 17,680 540,000 SH   SOLE 540,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 3,070 120,000 SH   SOLE 120,000 0 0
TUTOR PERINI CORP COM 901109108 3,766 220,000 SH   SOLE 220,000 0 0
ULTA BEAUTY INC COM 90384S303 12,380 35,500 SH   SOLE 35,500 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 15,525 1,500,000 SH   SOLE 1,500,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 652 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 6,139 436,000 SH   SOLE 436,000 0 0
UNDER ARMOUR INC CL C 904311206 7,548 400,000 SH   SOLE 400,000 0 0
UNION PACIFIC CORP COM 907818108 22,572 135,000 SH   SOLE 135,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,995 25,000 SH   SOLE 25,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 2,767 1,471,935 SH   SOLE 1,471,935 0 0
UNITED PARCEL SERVICE INC CL B 911312106 35,757 320,000 SH   SOLE 320,000 0 0
UNITED RENTALS INC COM 911363109 50,270 440,000 SH   SOLE 440,000 0 0
UNITED STATES STL CORP NEW COM 912909108 13,643 700,000 SH   SOLE 700,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 72,178 560,000 SH   SOLE 560,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 170,609 690,000 SH   SOLE 690,000 0 0
UNITI GROUP INC COM 91325V108 4,633 414,000 SH   SOLE 414,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 3,057 20,000 SH   SOLE 20,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 10,033 75,000 SH   SOLE 75,000 0 0
URBAN OUTFITTERS INC COM 917047102 2,282 76,999 SH   SOLE 76,999 0 0
US BANCORP DEL COM NEW 902973304 44,801 929,671 SH   SOLE 929,671 0 0
VALE S A SPONSORED ADS 91912E105 5,051 386,779 SH   SOLE 386,779 0 0
VALERO ENERGY CORP NEW COM 91913Y100 20,283 239,100 SH   SOLE 239,100 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 6,032 292,800 SH   SOLE 292,800 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 2,815 64,141 SH   SOLE 64,141 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 104,292 1,200,000 SH   SOLE 1,200,000 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 578,840 4,000,000 SH   SOLE 4,000,000 0 0
VENTAS INC COM 92276F100 16,986 266,200 SH   SOLE 266,200 0 0
VEREIT INC COM 92339V100 6,236 745,000 SH   SOLE 745,000 0 0
VERISIGN INC COM 92343E102 5,665 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 8,964 67,400 SH   SOLE 67,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 147,825 2,500,000 SH   SOLE 2,500,000 0 0
VERSUM MATLS INC COM 92532W103 3,144 62,500 SH   SOLE 62,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 42,309 230,000 SH   SOLE 230,000 0 0
VIACOM INC NEW CL B 92553P201 61,754 2,200,000 SH   SOLE 2,200,000 0 0
VICI PPTYS INC COM 925652109 3,173 145,000 SH   SOLE 145,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,111 33,500 SH   SOLE 33,500 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 1,904 237,103 SH   SOLE 237,103 0 0
VISA INC COM CL A 92826C839 326,843 2,092,600 SH   SOLE 2,092,600 0 0
VISTRA ENERGY CORP COM 92840M102 16,139 620,000 SH   SOLE 620,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 15,740 233,400 SH   SOLE 233,400 0 0
VOYA FINL INC COM 929089100 2,498 50,000 SH   SOLE 50,000 0 0
WABTEC CORP COM 929740108 3,168 42,968 SH   SOLE 42,968 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 23,840 376,800 SH   SOLE 376,800 0 0
WALMART INC COM 931142103 117,036 1,200,000 SH   SOLE 1,200,000 0 0
WASTE MGMT INC DEL COM 94106L109 16,626 160,000 SH   SOLE 160,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 33,944 420,000 SH   SOLE 420,000 0 0
WAYFAIR INC CL A 94419L101 4,454 30,000 SH   SOLE 30,000 0 0
WEC ENERGY GROUP INC COM 92939U106 8,620 109,000 SH   SOLE 109,000 0 0
WEIBO CORP SPONSORED ADR 948596101 1,762 28,417 SH   SOLE 28,417 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 9,068 450,000 SH   SOLE 450,000 0 0
WELLS FARGO CO NEW COM 949746101 198,112 4,100,000 SH   SOLE 4,100,000 0 0
WELLTOWER INC COM 95040Q104 11,912 153,500 SH   SOLE 153,500 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 2,204 20,000 SH   SOLE 20,000 0 0
WESTERN DIGITAL CORP COM 958102105 55,269 1,150,000 SH   SOLE 1,150,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 14,772 471,050 SH   SOLE 471,050 0 0
WESTROCK CO COM 96145D105 9,779 255,000 SH   SOLE 255,000 0 0
WEX INC COM 96208T104 4,973 25,900 SH   SOLE 25,900 0 0
WEYERHAEUSER CO COM 962166104 13,170 500,000 SH   SOLE 500,000 0 0
WIDEOPENWEST INC COM 96758W101 4,368 480,000 SH   SOLE 480,000 0 0
WILLIAMS COS INC DEL COM 969457100 36,829 1,282,359 SH   SOLE 1,282,359 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 17,565 100,000 SH   SOLE 100,000 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 2,561 48,072 SH   SOLE 48,072 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 18,224 210,000 SH   SOLE 210,000 0 0
WORLDPAY INC CL A 981558109 11,600 102,200 SH   SOLE 102,200 0 0
WPX ENERGY INC COM 98212B103 4,089 311,900 SH   SOLE 311,900 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 607 15,000 SH   SOLE 15,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,587 51,750 SH   SOLE 51,750 0 0
XCEL BRANDS INC COM NEW 98400M101 934 549,419 SH   SOLE 549,419 0 0
XCEL ENERGY INC COM 98389B100 12,788 227,500 SH   SOLE 227,500 0 0
XENON PHARMACEUTICALS INC COM 98420N105 1,576 155,100 SH   SOLE 155,100 0 0
XEROX CORP COM NEW 984121608 12,792 400,000 SH   SOLE 400,000 0 0
XILINX INC COM 983919101 5,072 40,000 SH   SOLE 40,000 0 0
XPO LOGISTICS INC COM 983793100 12,898 240,000 SH   SOLE 240,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 6,210 443,302 SH   SOLE 443,302 0 0
YUM CHINA HLDGS INC COM 98850P109 18,429 410,351 SH   SOLE 410,351 0 0
YY INC SPONSORED ADS A 98426T106 3,193 38,010 SH   SOLE 38,010 0 0
ZAYO GROUP HLDGS INC COM 98919V105 2,842 100,000 SH   SOLE 100,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 35,296 276,397 SH   SOLE 276,397 0 0
ZIONS BANCORPORATION N A COM 989701107 25,884 570,000 SH   SOLE 570,000 0 0
ZOETIS INC CL A 98978V103 71,801 713,234 SH   SOLE 713,234 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 3,824 209,187 SH   SOLE 209,187 0 0
ZYNGA INC CL A 98986T108 1,599 300,000 SH   SOLE 300,000 0 0