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
ABBOTT LABS COM 002824100 11,471 143,500 SH   SOLE   143,500 0 0
AGCO CORP COM 001084102 25,386 365,003 SH   SOLE   365,003 0 0
AK STL HLDG CORP COM 001547108 1,664 605,000 SH   SOLE   605,000 0 0
ALLIANT ENERGY CORP COM 018802108 38,121 808,839 SH   SOLE   808,839 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 9,605 213,818 SH   SOLE   213,818 0 0
ALLSTATE CORP COM 020002101 37,002 392,886 SH   SOLE   392,886 0 0
ALPHABET INC CAP STK CL A 02079K305 24,114 20,490 SH   SOLE   20,490 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 23,357 2,328,700 SH   SOLE   2,328,700 0 0
ALTABA INC COM 021346101 65,155 879,047 SH   SOLE   879,047 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 4,845 233,375 SH   SOLE   233,375 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 2,003 140,000 SH   SOLE   140,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 30,251 361,205 SH   SOLE   361,205 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 18,123 797,649 SH   SOLE   797,649 0 0
AMERICOLD RLTY TR COM 03064D108 14,489 474,904 SH   SOLE   474,904 0 0
AMERISOURCEBERGEN CORP COM 03073E105 14,743 185,403 SH   SOLE   185,403 0 0
ANADARKO PETE CORP COM 032511107 22,413 492,800 SH   SOLE   492,800 0 0
ANTHEM INC COM 036752103 15,840 55,197 SH   SOLE   55,197 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 20,517 345,000 SH   SOLE   345,000 0 0
APPLIED MATLS INC COM 038222105 37,156 936,858 SH   SOLE   936,858 0 0
APTIV PLC SHS G6095L109 11,493 144,585 SH   SOLE   144,585 0 0
ARAMARK COM 03852U106 17,610 595,951 SH   SOLE   595,951 0 0
ARCONIC INC COM 03965L100 8,408 440,000 SH   SOLE   440,000 0 0
ARDMORE SHIPPING CORP COM Y0207T100 1,357 220,324 SH   SOLE   220,324 0 0
ARROW ELECTRS INC COM 042735100 20,180 261,875 SH   SOLE   261,875 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 2,992 74,000 SH   SOLE   74,000 0 0
ATMOS ENERGY CORP COM 049560105 33,463 325,105 SH   SOLE   325,105 0 0
AUTOZONE INC COM 053332102 14,083 13,751 SH   SOLE   13,751 0 0
AVALONBAY CMNTYS INC COM 053484101 9,566 47,656 SH   SOLE   47,656 0 0
AXALTA COATING SYS LTD COM G0750C108 38,134 1,512,663 SH   SOLE   1,512,663 0 0
BAKER HUGHES A GE CO CL A 05722G100 10,811 390,000 SH   SOLE   390,000 0 0
BANK AMER CORP COM 060505104 3,540 128,312 SH   SOLE   128,312 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 8,524 176,551 SH   SOLE   176,551 0 0
BMC STK HLDGS INC COM 05591B109 3,559 201,437 SH   SOLE   201,437 0 0
BOSTON SCIENTIFIC CORP COM 101137107 20,940 545,604 SH   SOLE   545,604 0 0
BRASKEM S A SP ADR PFD A 105532105 23,489 909,721 SH   SOLE   909,721 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 901 13,983 SH Call SOLE   13,983 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,355 326,497 SH   SOLE   326,497 0 0
BUNGE LIMITED COM G16962105 74,661 1,406,848 SH   SOLE   1,406,848 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 18,049 207,485 SH   SOLE   207,485 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 14,230 127,100 SH   SOLE   127,100 0 0
CALLON PETE CO DEL COM 13123X102 4,153 550,000 SH   SOLE   550,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 14,249 140,381 SH   SOLE   140,381 0 0
CANADIAN NATL RY CO COM 136375102 18,636 208,272 SH   SOLE   208,272 0 0
CANNAE HLDGS INC COM 13765N107 6,226 256,657 SH   SOLE   256,657 0 0
CARETRUST REIT INC COM 14174T107 741 31,600 SH   SOLE   31,600 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 14,521 286,300 SH   SOLE   286,300 0 0
CELGENE CORP COM 151020104 221,463 2,347,503 SH   SOLE   2,347,503 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 35,658 281,900 SH   SOLE   281,900 0 0
CHEMICAL FINL CORP COM 163731102 16,746 406,850 SH   SOLE   406,850 0 0
CHESAPEAKE ENERGY CORP COM 165167107 1,938 625,000 SH   SOLE   625,000 0 0
CHEVRON CORP NEW COM 166764100 25,868 210,000 SH   SOLE   210,000 0 0
CITIGROUP INC COM NEW 172967424 48,021 771,799 SH   SOLE   771,799 0 0
CITIZENS FINL GROUP INC COM 174610105 19,859 611,038 SH   SOLE   611,038 0 0
CNH INDL N V SHS N20944109 16,320 1,600,000 SH   SOLE   1,600,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 23,696 327,070 SH   SOLE   327,070 0 0
COHERUS BIOSCIENCES INC COM 19249H103 6,757 495,365 SH   SOLE   495,365 0 0
CONOCOPHILLIPS COM 20825C104 3,804 57,000 SH   SOLE   57,000 0 0
CONSOLIDATED EDISON INC COM 209115104 21,899 258,215 SH   SOLE   258,215 0 0
CONSOLIDATED TOMOKA LD CO COM 210226106 9,603 162,617 SH   SOLE   162,617 0 0
CONTINENTAL RESOURCES INC COM 212015101 40,409 902,600 SH   SOLE   902,600 0 0
CUBESMART COM 229663109 28,894 901,823 SH   SOLE   901,823 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 4,712 264,700 SH   SOLE   264,700 0 0
DELEK US HLDGS INC NEW COM 24665A103 3,642 100,000 SH   SOLE   100,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 11,257 356,700 SH   SOLE   356,700 0 0
DIAMOND S SHIPPING INC COM Y20676105 780 75,000 SH   SOLE   75,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 30,276 298,200 SH   SOLE   298,200 0 0
DISNEY WALT CO COM DISNEY 254687106 20,241 182,300 SH   SOLE   182,300 0 0
DOMINION ENERGY INC COM 25746U109 13,102 170,912 SH   SOLE   170,912 0 0
DOW INC COM 260557103 5,937 115,000 SH   SOLE   115,000 0 0
DOWDUPONT INC COM 26078J100 26,645 499,804 SH   SOLE   499,804 0 0
DTE ENERGY CO COM 233331107 41,869 335,652 SH   SOLE   335,652 0 0
DXC TECHNOLOGY CO COM 23355L106 8,601 133,739 SH   SOLE   133,739 0 0
EAST WEST BANCORP INC COM 27579R104 15,093 314,632 SH   SOLE   314,632 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 11,163 619,800 SH   SOLE   619,800 0 0
EBAY INC COM 278642103 17,302 465,855 SH   SOLE   465,855 0 0
EDISON INTL COM 281020107 8,310 134,200 SH   SOLE   134,200 0 0
EMCOR GROUP INC COM 29084Q100 19,095 261,284 SH   SOLE   261,284 0 0
EMERSON ELEC CO COM 291011104 23,965 350,000 SH   SOLE   350,000 0 0
ENCANA CORP COM 292505104 5,226 721,830 SH   SOLE   721,830 0 0
ENTERGY CORP NEW COM 29364G103 59,602 623,254 SH   SOLE   623,254 0 0
EPR PPTYS COM SH BEN INT 26884U109 9,931 129,147 SH   SOLE   129,147 0 0
EQUIFAX INC COM 294429105 19,606 165,450 SH   SOLE   165,450 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 31,803 1,629,258 SH   SOLE   1,629,258 0 0
EURONAV NV ANTWERPEN SHS B38564108 8,512 1,044,408 SH   SOLE   1,044,408 0 0
EXELON CORP COM 30161N101 33,638 671,016 SH   SOLE   671,016 0 0
FACEBOOK INC CL A 30303M102 55,410 332,413 SH   SOLE   332,413 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 18,145 131,627 SH   SOLE   131,627 0 0
FIFTH THIRD BANCORP COM 316773100 27,817 1,102,980 SH   SOLE   1,102,980 0 0
FIRST AMERN FINL CORP COM 31847R102 26,278 510,250 SH   SOLE   510,250 0 0
FIRST DATA CORP NEW COM CL A 32008D106 305,578 11,632,202 SH   SOLE   11,632,202 0 0
FIRST HAWAIIAN INC COM 32051X108 31,260 1,199,997 SH   SOLE   1,199,997 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 40,564 1,147,165 SH   SOLE   1,147,165 0 0
FIRSTENERGY CORP COM 337932107 34,771 835,633 SH   SOLE   835,633 0 0
FLEXION THERAPEUTICS INC COM 33938J106 4,133 331,185 SH   SOLE   331,185 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 3,018 63,400 SH   SOLE   63,400 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 22,806 770,472 SH   SOLE   770,472 0 0
FOX CORP CL A COM 35137L105 6,467 176,169 SH   SOLE   176,169 0 0
FOX CORP CL B COM 35137L204 25,825 719,752 SH   SOLE   719,752 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,256 175,000 SH   SOLE   175,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 7,402 191,900 SH   SOLE   191,900 0 0
GENESEE & WYO INC CL A 371559105 7,572 86,892 SH   SOLE   86,892 0 0
GLATFELTER COM 377316104 16,894 1,196,488 SH   SOLE   1,196,488 0 0
GLOBAL MED REIT INC COM NEW 37954A204 3,943 401,525 SH   SOLE   401,525 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 13,349 632,932 SH   SOLE   632,932 0 0
GRACE W R & CO DEL NEW COM 38388F108 28,094 360,000 SH   SOLE   360,000 0 0
GRAINGER W W INC COM 384802104 6,807 22,620 SH   SOLE   22,620 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 7,494 593,323 SH   SOLE   593,323 0 0
GREEN PLAINS INC COM 393222104 7,750 464,618 SH   SOLE   464,618 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 68,247 1,372,621 SH   SOLE   1,372,621 0 0
HCA HEALTHCARE INC COM 40412C101 15,241 116,895 SH   SOLE   116,895 0 0
HCP INC COM 40414L109 28,173 900,089 SH   SOLE   900,089 0 0
HEALTHCARE RLTY TR COM 421946104 13,170 410,140 SH   SOLE   410,140 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 49,135 1,718,602 SH   SOLE   1,718,602 0 0
HERON THERAPEUTICS INC COM 427746102 12,222 500,096 SH   SOLE   500,096 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,158 98,162 SH   SOLE   98,162 0 0
HONEYWELL INTL INC COM 438516106 18,580 116,912 SH   SOLE   116,912 0 0
HUBBELL INC COM 443510607 27,135 230,000 SH   SOLE   230,000 0 0
HUMANA INC COM 444859102 16,162 60,760 SH   SOLE   60,760 0 0
INPHI CORP COM 45772F107 11,449 261,762 SH   SOLE   261,762 0 0
INTEL CORP COM 458140100 41,704 776,614 SH   SOLE   776,614 0 0
INTELSAT S A COM L5140P101 8,132 519,305 SH   SOLE   519,305 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 1,984 152,700 SH   SOLE   152,700 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 5,618 327,767 SH   SOLE   327,767 0 0
INVITATION HOMES INC COM 46187W107 18,913 777,341 SH   SOLE   777,341 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,195 10,000 SH Put SOLE   10,000 0 0
JOHNSON & JOHNSON COM 478160104 17,358 124,174 SH   SOLE   124,174 0 0
JPMORGAN CHASE & CO COM 46625H100 17,644 174,300 SH   SOLE   174,300 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 15,141 130,550 SH   SOLE   130,550 0 0
KAR AUCTION SVCS INC COM 48238T109 25,122 489,611 SH   SOLE   489,611 0 0
KB HOME COM 48666K109 10,080 417,043 SH   SOLE   417,043 0 0
KBR INC COM 48242W106 16,360 857,012 SH   SOLE   857,012 0 0
KINDER MORGAN INC DEL COM 49456B101 9,201 459,800 SH   SOLE   459,800 0 0
KKR & CO INC CL A 48251W104 18,589 791,374 SH   SOLE   791,374 0 0
L3 TECHNOLOGIES INC COM 502413107 169,393 820,820 SH   SOLE   820,820 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 16,896 110,443 SH   SOLE   110,443 0 0
LEXINGTON REALTY TRUST COM 529043101 21,499 2,373,007 SH   SOLE   2,373,007 0 0
LIBERTY PPTY TR SH BEN INT 531172104 20,330 419,871 SH   SOLE   419,871 0 0
LINCOLN NATL CORP IND COM 534187109 26,970 459,458 SH   SOLE   459,458 0 0
LOCKHEED MARTIN CORP COM 539830109 33,018 110,000 SH   SOLE   110,000 0 0
LOWES COS INC COM 548661107 38,840 354,799 SH   SOLE   354,799 0 0
LUMENTUM HLDGS INC COM 55024U109 6,734 119,100 SH   SOLE   119,100 0 0
LYON WILLIAM HOMES CL A NEW 552074700 12,193 793,331 SH   SOLE   793,331 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 13,286 322,322 SH   SOLE   322,322 0 0
MANHATTAN ASSOCS INC COM 562750109 1,854 33,633 SH   SOLE   33,633 0 0
MARATHON OIL CORP COM 565849106 14,992 897,200 SH   SOLE   897,200 0 0
MARATHON PETE CORP COM 56585A102 17,225 287,800 SH   SOLE   287,800 0 0
MARRIOTT INTL INC NEW CL A 571903202 7,579 60,592 SH   SOLE   60,592 0 0
MASCO CORP COM 574599106 11,097 282,300 SH   SOLE   282,300 0 0
MEDTRONIC PLC SHS G5960L103 18,120 198,947 SH   SOLE   198,947 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 51,000 430,892 SH   SOLE   430,892 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 21,161 656,159 SH   SOLE   656,159 0 0
MICROSOFT CORP COM 594918104 46,325 392,784 SH   SOLE   392,784 0 0
MR COOPER GROUP INC COM 62482R107 7,017 731,719 SH   SOLE   731,719 0 0
NAVIENT CORPORATION COM 63938C108 13,914 1,202,571 SH   SOLE   1,202,571 0 0
NAVIGATORS GROUP INC COM 638904102 7,888 112,900 SH   SOLE   112,900 0 0
NEXTERA ENERGY INC COM 65339F101 35,164 181,894 SH   SOLE   181,894 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106 243 120,133 SH   SOLE   120,133 0 0
NORDSTROM INC COM 655664100 216 600 SH Put SOLE   600 0 0
NORFOLK SOUTHERN CORP COM 655844108 21,836 116,841 SH   SOLE   116,841 0 0
NORTHERN TR CORP COM 665859104 52,830 584,337 SH   SOLE   584,337 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,658 135,593 SH   SOLE   135,593 0 0
NXP SEMICONDUCTORS N V COM N6596X109 33,382 377,669 SH   SOLE   377,669 0 0
OASIS PETE INC NEW COM 674215108 7,320 1,211,900 SH   SOLE   1,211,900 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 15,133 104,806 SH   SOLE   104,806 0 0
OUTFRONT MEDIA INC COM 69007J106 10,215 436,538 SH   SOLE   436,538 0 0
PALO ALTO NETWORKS INC COM 697435105 35,916 147,877 SH   SOLE   147,877 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,808 200,300 SH   SOLE   200,300 0 0
PAYCOM SOFTWARE INC COM 70432V102 24,391 128,962 SH   SOLE   128,962 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 2,012 126,400 SH   SOLE   126,400 0 0
PIONEER NAT RES CO COM 723787107 29,588 194,300 SH   SOLE   194,300 0 0
PNC FINL SVCS GROUP INC COM 693475105 55,764 454,626 SH   SOLE   454,626 0 0
PRUDENTIAL FINL INC COM 744320102 19,106 207,943 SH   SOLE   207,943 0 0
RANGE RES CORP COM 75281A109 37,179 3,307,715 SH   SOLE   3,307,715 0 0
RAYTHEON CO COM NEW 755111507 20,939 115,000 SH   SOLE   115,000 0 0
RED HAT INC COM 756577102 361,470 1,978,489 SH   SOLE   1,978,489 0 0
REGENCY CTRS CORP COM 758849103 8,251 122,259 SH   SOLE   122,259 0 0
REGIONS FINL CORP NEW COM 7591EP100 31,635 2,235,665 SH   SOLE   2,235,665 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 44,541 2,309,027 SH   SOLE   2,309,027 0 0
REXFORD INDL RLTY INC COM 76169C100 29,101 812,662 SH   SOLE   812,662 0 0
SABRE CORP COM 78573M104 21,747 1,016,702 SH   SOLE   1,016,702 0 0
SALESFORCE COM INC COM 79466L302 25,886 163,454 SH   SOLE   163,454 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 14,810 700,900 SH   SOLE   700,900 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 38,412 192,389 SH   SOLE   192,389 0 0
SCHLUMBERGER LTD COM 806857108 6,531 149,900 SH   SOLE   149,900 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 11,543 150,000 SH   SOLE   150,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 12,125 611,136 SH   SOLE   611,136 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 21,263 321,586 SH   SOLE   321,586 0 0
SHIP FIN INTL LTD NOTE 4.875% 5/0 824689AG8 7,116 7,200,000 PRN   SOLE   7,200,000 0 0
SHIP FINANCE INTERNATIONAL L SHS G81075106 9,872 800,000 SH   SOLE   800,000 0 0
SILICON LABORATORIES INC COM 826919102 15,989 197,741 SH   SOLE   197,741 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,964 51,858 SH   SOLE   51,858 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 14,552 176,429 SH   SOLE   176,429 0 0
SLM CORP COM 78442P106 17,735 1,789,656 SH   SOLE   1,789,656 0 0
SOUTHERN CO COM 842587107 34,233 662,404 SH   SOLE   662,404 0 0
SPARK THERAPEUTICS INC COM 84652J103 43,845 385,007 SH   SOLE   385,007 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 1,826 35,563 SH   SOLE   35,563 0 0
SPRINT CORPORATION COM 85207U105 144 22,105 SH Call SOLE   22,105 0 0
STAG INDL INC COM 85254J102 11,202 377,800 SH   SOLE   377,800 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 5,789 450,468 SH   SOLE   450,468 0 0
STORE CAP CORP COM 862121100 25,386 757,802 SH   SOLE   757,802 0 0
SYNAPTICS INC COM 87157D109 20,601 518,255 SH   SOLE   518,255 0 0
SYNOPSYS INC COM 871607107 47,396 411,599 SH   SOLE   411,599 0 0
TARGA RES CORP COM 87612G101 4,363 105,000 SH   SOLE   105,000 0 0
TEEKAY TANKERS LTD CL A Y8565N102 1,858 1,914,800 SH   SOLE   1,914,800 0 0
TEREX CORP NEW COM 880779103 2,207 68,678 SH   SOLE   68,678 0 0
TESLA INC COM 88160R101 5,243 3,000 SH Put SOLE   3,000 0 0
THERAPEUTICSMD INC COM 88338N107 372 76,350 SH   SOLE   76,350 0 0
THOR INDS INC COM 885160101 17,464 280,000 SH   SOLE   280,000 0 0
TIER REIT INC COM NEW 88650V208 11,389 397,400 SH   SOLE   397,400 0 0
TOTAL S A SPONSORED ADS 89151E109 4,046 72,700 SH   SOLE   72,700 0 0
TRIBUNE MEDIA CO CL A 896047503 117,285 2,541,936 SH   SOLE   2,541,936 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 400 128,897 SH   SOLE   128,897 0 0
U S WELL SVCS INC CL A 91274U101 1,361 170,600 SH   SOLE   170,600 0 0
UNIFIRST CORP MASS COM 904708104 16,398 106,825 SH   SOLE   106,825 0 0
UNITED NAT FOODS INC COM 911163103 512 1,600 SH Put SOLE   1,600 0 0
UNITED PARCEL SERVICE INC CL B 911312106 14,865 133,033 SH   SOLE   133,033 0 0
UNITED RENTALS INC COM 911363109 10,252 89,733 SH   SOLE   89,733 0 0
URBAN EDGE PPTYS COM 91704F104 16,165 850,780 SH   SOLE   850,780 0 0
VALERO ENERGY CORP NEW COM 91913Y100 13,030 153,600 SH   SOLE   153,600 0 0
VEECO INSTRS INC DEL COM 922417100 9,085 838,066 SH   SOLE   838,066 0 0
VERSUM MATLS INC COM 92532W103 16,388 325,737 SH   SOLE   325,737 0 0
VICI PPTYS INC COM 925652109 2,730 124,768 SH   SOLE   124,768 0 0
VISA INC COM CL A 92826C839 77,914 498,843 SH   SOLE   498,843 0 0
VOYA FINL INC COM 929089100 17,213 344,531 SH   SOLE   344,531 0 0
VULCAN MATLS CO COM 929160109 12,920 109,125 SH   SOLE   109,125 0 0
WABCO HLDGS INC COM 92927K102 26,366 200,000 SH   SOLE   200,000 0 0
WALMART INC COM 931142103 14,708 150,800 SH   SOLE   150,800 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 223 320,000 SH   SOLE   320,000 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 10,855 369,600 SH   SOLE   369,600 0 0
WESCO INTL INC COM 95082P105 5,656 106,690 SH   SOLE   106,690 0 0
WESTERN DIGITAL CORP COM 958102105 22,239 462,733 SH   SOLE   462,733 0 0
WESTPORT FUEL SYSTEMS INC COM NEW 960908309 1,590 1,025,992 SH   SOLE   1,025,992 0 0
WILLIAMS COS INC DEL COM 969457100 15,994 556,900 SH   SOLE   556,900 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 25,319 144,144 SH   SOLE   144,144 0 0
WINNEBAGO INDS INC COM 974637100 10,666 342,410 SH   SOLE   342,410 0 0
WORLDPAY INC CL A 981558109 122,860 1,082,466 SH   SOLE   1,082,466 0 0
WPX ENERGY INC COM 98212B103 9,340 712,400 SH   SOLE   712,400 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 64,632 1,292,893 SH   SOLE   1,292,893 0 0
XCEL ENERGY INC COM 98389B100 36,723 653,315 SH   SOLE   653,315 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 34,718 271,875 SH   SOLE   271,875 0 0
ZIONS BANCORPORATION N A COM 989701107 31,651 697,000 SH   SOLE   697,000 0 0
ZOETIS INC CL A 98978V103 6,259 62,177 SH   SOLE   62,177 0 0