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
AAR CORP COM 000361105 3,440 105,799 SH   SOLE   105,799 0 0
ABBOTT LABS COM 002824100 158,804 1,986,543 SH   SOLE   1,986,543 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 19,136 2,600,000 SH   SOLE   2,600,000 0 0
ABIOMED INC COM 003654100 16,182 56,660 SH   SOLE   56,660 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 140,904 800,500 SH   SOLE   800,500 0 0
ACORDA THERAPEUTICS INC COM 00484M106 997 75,000 SH   SOLE   75,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 11,275 247,643 SH   SOLE   247,643 0 0
ADOBE INC COM 00724F101 177,437 665,828 SH   SOLE   665,828 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 106,976 627,315 SH   SOLE   627,315 0 0
ADVANCED MICRO DEVICES INC COM 007903107 24,201 948,323 SH   SOLE   948,323 0 0
ADVAXIS INC COM NEW 007624307 985 166,666 SH   SOLE   166,666 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 15,720 3,000,000 SH   SOLE   3,000,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 11,822 1,468,591 SH   SOLE   1,468,591 0 0
AERCAP HOLDINGS NV SHS N00985106 12,967 278,624 SH   SOLE   278,624 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 107,160 2,256,000 SH   SOLE   2,256,000 0 0
AES CORP COM 00130H105 47,034 2,601,433 SH   SOLE   2,601,433 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 6,847 63,925 SH   SOLE   63,925 0 0
AFLAC INC COM 001055102 44,704 894,074 SH   SOLE   894,074 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 37,976 472,453 SH   SOLE   472,453 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 8,940 400,000 SH   SOLE   400,000 0 0
AIR PRODS & CHEMS INC COM 009158106 52,587 275,381 SH   SOLE   275,381 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 14,392 200,700 SH   SOLE   200,700 0 0
ALASKA AIR GROUP INC COM 011659109 10,859 193,491 SH   SOLE   193,491 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 10,103 1,118,822 SH   SOLE   1,118,822 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 20,115 141,100 SH   SOLE   141,100 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 66,044 488,562 SH   SOLE   488,562 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,596 80,000 SH   SOLE   80,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 25,561 89,900 SH   SOLE   89,900 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 2,412 343,574 SH   SOLE   343,574 0 0
ALLERGAN PLC SHS G0177J108 47,506 324,469 SH   SOLE   324,469 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 9,991 57,098 SH   SOLE   57,098 0 0
ALLSTATE CORP COM 020002101 11,463 121,713 SH   SOLE   121,713 0 0
ALLY FINL INC COM 02005N100 47,833 1,740,000 SH   SOLE   1,740,000 0 0
ALPHABET INC CAP STK CL C 02079K107 451,209 384,561 SH   SOLE   384,561 0 0
ALPHABET INC CAP STK CL A 02079K305 439,344 373,309 SH   SOLE   373,309 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 2 66,666 SH   SOLE   66,666 0 0
ALTERYX INC COM CL A 02156B103 4,194 50,000 SH   SOLE   50,000 0 0
ALTICE USA INC CL A 02156K103 25,776 1,200,000 SH   SOLE   1,200,000 0 0
ALTRIA GROUP INC COM 02209S103 135,060 2,351,732 SH   SOLE   2,351,732 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 7,332 468,482 SH   SOLE   468,482 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 51,381 2,475,000 SH   SOLE   2,475,000 0 0
AMAZON COM INC COM 023135106 892,482 501,183 SH   SOLE   501,183 0 0
AMCI ACQUISITION CORP UNIT 01/07/2019 00165R200 18,216 1,800,000 SH   SOLE   1,800,000 0 0
AMEREN CORP COM 023608102 21,719 295,300 SH   SOLE   295,300 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 17,975 565,970 SH   SOLE   565,970 0 0
AMERICAN ELEC PWR CO INC COM 025537101 50,642 604,680 SH   SOLE   604,680 0 0
AMERICAN EXPRESS CO COM 025816109 68,064 622,725 SH   SOLE   622,725 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 47,053 1,092,721 SH   SOLE   1,092,721 0 0
AMERICAN TOWER CORP NEW COM 03027X100 42,864 217,517 SH   SOLE   217,517 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 22,941 220,041 SH   SOLE   220,041 0 0
AMERIPRISE FINL INC COM 03076C106 37,299 291,168 SH   SOLE   291,168 0 0
AMERISOURCEBERGEN CORP COM 03073E105 15,403 193,700 SH   SOLE   193,700 0 0
AMETEK INC NEW COM 031100100 71,872 866,238 SH   SOLE   866,238 0 0
AMGEN INC COM 031162100 40,513 213,247 SH   SOLE   213,247 0 0
AMPHENOL CORP NEW CL A 032095101 7,587 80,336 SH   SOLE   80,336 0 0
ANADARKO PETE CORP COM 032511107 436,914 9,606,730 SH   SOLE   9,606,730 0 0
ANALOG DEVICES INC COM 032654105 41,782 396,907 SH   SOLE   396,907 0 0
ANAPLAN INC COM 03272L108 984 25,000 SH   SOLE   25,000 0 0
ANAPTYSBIO INC COM 032724106 195,320 2,673,784 SH   SOLE   2,673,784 0 0
ANNALY CAP MGMT INC COM 035710409 20,480 2,050,000 SH   SOLE   2,050,000 0 0
ANSYS INC COM 03662Q105 19,203 105,100 SH   SOLE   105,100 0 0
ANTHEM INC COM 036752103 92,176 321,193 SH   SOLE   321,193 0 0
AON PLC SHS CL A G0408V102 54,242 317,763 SH   SOLE   317,763 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 10,118 201,189 SH   SOLE   201,189 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 9,750 500,000 SH   SOLE   500,000 0 0
APPLE INC COM 037833100 1,025,518 5,398,884 SH   SOLE   5,398,884 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 34,532 580,664 SH   SOLE   580,664 0 0
APPLIED MATLS INC COM 038222105 41,113 1,036,632 SH   SOLE   1,036,632 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 30,113 698,192 SH   SOLE   698,192 0 0
ARCO PLATFORM LTD COM CL A G04553106 807 25,000 SH   SOLE   25,000 0 0
ARCONIC INC COM 03965L100 10,117 529,400 SH   SOLE   529,400 0 0
ARDELYX INC COM 039697107 11,200 4,000,000 SH   SOLE   4,000,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 8,518 190,000 SH   SOLE   190,000 0 0
ARISTA NETWORKS INC COM 040413106 20,739 65,950 SH   SOLE   65,950 0 0
ARRIS INTERNATIONAL PLC SHS G0551A103 22,127 700,000 SH   SOLE   700,000 0 0
ARROW ELECTRS INC COM 042735100 27,955 362,769 SH   SOLE   362,769 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 25,231 1,375,000 SH   SOLE   1,375,000 0 0
ARYA SCIENCES ACQUISITION CO SHS CL A G3165V109 12,288 1,250,000 SH   SOLE   1,250,000 0 0
ARYA SCIENCES ACQUISITION CO *W EXP 10/10/202 G3165V125 750 625,000 SH   SOLE   625,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 26,483 225,000 SH   SOLE   225,000 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 1,477 75,000 SH   SOLE   75,000 0 0
ASSURANT INC COM 04621X108 52,394 552,040 SH   SOLE   552,040 0 0
ASTEC INDS INC COM 046224101 7,425 196,642 SH   SOLE   196,642 0 0
AT&T INC COM 00206R102 249,836 7,966,709 SH   SOLE   7,966,709 0 0
ATHENE HLDG LTD CL A G0684D107 39,698 973,000 SH   SOLE   973,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 21,788 1,119,624 SH   SOLE   1,119,624 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 2,351 46,499 SH   SOLE   46,499 0 0
AUDENTES THERAPEUTICS INC COM 05070R104 6,516 167,000 SH   SOLE   167,000 0 0
AUTODESK INC COM 052769106 42,802 274,689 SH   SOLE   274,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 77,510 485,224 SH   SOLE   485,224 0 0
AUTOZONE INC COM 053332102 31,558 30,815 SH   SOLE   30,815 0 0
AVALONBAY CMNTYS INC COM 053484101 34,803 173,382 SH   SOLE   173,382 0 0
AVERY DENNISON CORP COM 053611109 104,302 923,025 SH   SOLE   923,025 0 0
AXALTA COATING SYS LTD COM G0750C108 10,966 434,998 SH   SOLE   434,998 0 0
AXOGEN INC COM 05463X106 7,371 350,000 SH   SOLE   350,000 0 0
AXONICS MODULATION TECH INC COM 05465P101 645 26,917 SH   SOLE   26,917 0 0
AXOVANT SCIENCES LTD COM G0750W104 1,330 1,000,000 SH   SOLE   1,000,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 16,291 587,702 SH   SOLE   587,702 0 0
BALL CORP COM 058498106 12,680 219,148 SH   SOLE   219,148 0 0
BANK AMER CORP COM 060505104 289,261 10,484,286 SH   SOLE   10,484,286 0 0
BANK NEW YORK MELLON CORP COM 064058100 16,259 322,400 SH   SOLE   322,400 0 0
BARRICK GOLD CORPORATION COM 067901108 121,567 8,867,062 SH   SOLE   8,867,062 0 0
BAXTER INTL INC COM 071813109 48,629 598,063 SH   SOLE   598,063 0 0
BEACON ROOFING SUPPLY INC COM 073685109 103,123 3,206,552 SH   SOLE   3,206,552 0 0
BECTON DICKINSON & CO COM 075887109 65,799 263,481 SH   SOLE   263,481 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 465,737 2,318,369 SH   SOLE   2,318,369 0 0
BERRY PETE CORP COM 08579X101 3,116 270,000 SH   SOLE   270,000 0 0
BEST BUY INC COM 086516101 20,906 294,200 SH   SOLE   294,200 0 0
BIOGEN INC COM 09062X103 26,942 113,976 SH   SOLE   113,976 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 34,742 675,000 SH   SOLE   675,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 7,462 84,000 SH   SOLE   84,000 0 0
BLACKROCK INC COM 09247X101 73,157 171,180 SH   SOLE   171,180 0 0
BLOCK H & R INC COM 093671105 5,999 250,600 SH   SOLE   250,600 0 0
BLUELINX HLDGS INC COM NEW 09624H208 22,663 850,704 SH   SOLE   850,704 0 0
BOEING CO COM 097023105 289,199 758,217 SH   SOLE   758,217 0 0
BOOKING HLDGS INC COM 09857L108 53,394 30,600 SH   SOLE   30,600 0 0
BOSTON PROPERTIES INC COM 101121101 31,536 235,554 SH   SOLE   235,554 0 0
BOSTON SCIENTIFIC CORP COM 101137107 105,118 2,738,882 SH   SOLE   2,738,882 0 0
BP PLC SPONSORED ADR 055622104 5,902 135,000 SH   SOLE   135,000 0 0
BRASKEM S A SP ADR PFD A 105532105 65,025 2,518,398 SH   SOLE   2,518,398 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,797 49,531 SH   SOLE   49,531 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 40,645 851,920 SH   SOLE   851,920 0 0
BROADCOM INC COM 11135F101 140,439 467,026 SH   SOLE   467,026 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,488 91,500 SH   SOLE   91,500 0 0
BROWN FORMAN CORP CL B 115637209 10,885 206,232 SH   SOLE   206,232 0 0
BRUNSWICK CORP COM 117043109 70,423 1,399,217 SH   SOLE   1,399,217 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 10,672 800,000 SH   SOLE   800,000 0 0
BUNGE LIMITED COM G16962105 100,245 1,888,918 SH   SOLE   1,888,918 0 0
BURLINGTON STORES INC COM 122017106 280,866 1,792,609 SH   SOLE   1,792,609 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 14,849 170,700 SH   SOLE   170,700 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 26,961 240,808 SH   SOLE   240,808 0 0
CABOT OIL & GAS CORP COM 127097103 7,619 291,900 SH   SOLE   291,900 0 0
CACI INTL INC CL A 127190304 26,231 144,108 SH   SOLE   144,108 0 0
CACTUS INC CL A 127203107 14,596 410,000 SH   SOLE   410,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,213 97,827 SH   SOLE   97,827 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 4,718 700,000 SH   SOLE   700,000 0 0
CALLON PETE CO DEL COM 13123X102 21,754 2,881,356 SH   SOLE   2,881,356 0 0
CAMECO CORP COM 13321L108 124,275 10,540,722 SH   SOLE   10,540,722 0 0
CAMPBELL SOUP CO COM 134429109 8,638 226,546 SH   SOLE   226,546 0 0
CAPITAL ONE FINL CORP COM 14040H105 47,795 585,082 SH   SOLE   585,082 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 8,272 180,800 SH   SOLE   180,800 0 0
CARDINAL HEALTH INC COM 14149Y108 17,642 366,400 SH   SOLE   366,400 0 0
CARMAX INC COM 143130102 7,832 112,200 SH   SOLE   112,200 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 25,426 501,300 SH   SOLE   501,300 0 0
CATERPILLAR INC DEL COM 149123101 93,096 687,107 SH   SOLE   687,107 0 0
CATHAY GEN BANCORP COM 149150104 7,019 207,000 SH   SOLE   207,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 12,932 135,500 SH   SOLE   135,500 0 0
CBRE GROUP INC CL A 12504L109 19,018 384,600 SH   SOLE   384,600 0 0
CBS CORP NEW CL B 124857202 56,267 1,183,825 SH   SOLE   1,183,825 0 0
CELANESE CORP DEL COM 150870103 42,935 435,400 SH   SOLE   435,400 0 0
CELGENE CORP COM 151020104 837,612 8,878,651 SH   SOLE   8,878,651 0 0
CELLECTIS S A SPONSORED ADS 15117K103 11,004 600,000 SH   SOLE   600,000 0 0
CENOVUS ENERGY INC COM 15135U109 434 50,000 SH   SOLE   50,000 0 0
CENTENE CORP DEL COM 15135B101 27,494 517,772 SH   SOLE   517,772 0 0
CENTERPOINT ENERGY INC COM 15189T107 138,868 4,523,400 SH   SOLE   4,523,400 0 0
CENTURYLINK INC COM 156700106 13,894 1,158,809 SH   SOLE   1,158,809 0 0
CERNER CORP COM 156782104 19,391 338,949 SH   SOLE   338,949 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 75,412 217,381 SH   SOLE   217,381 0 0
CHEMOURS CO COM 163851108 30,397 818,009 SH   SOLE   818,009 0 0
CHENIERE ENERGY INC COM NEW 16411R208 63,355 926,786 SH   SOLE   926,786 0 0
CHEVRON CORP NEW COM 166764100 244,933 1,988,414 SH   SOLE   1,988,414 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 20,800 29,283 SH   SOLE   29,283 0 0
CHUBB LIMITED COM H1467J104 85,480 610,224 SH   SOLE   610,224 0 0
CHURCH & DWIGHT INC COM 171340102 21,460 301,274 SH   SOLE   301,274 0 0
CIGNA CORP NEW COM 125523100 76,598 476,298 SH   SOLE   476,298 0 0
CIMAREX ENERGY CO COM 171798101 93,153 1,332,655 SH   SOLE   1,332,655 0 0
CINTAS CORP COM 172908105 21,565 106,700 SH   SOLE   106,700 0 0
CISCO SYS INC COM 17275R102 294,198 5,449,121 SH   SOLE   5,449,121 0 0
CITIGROUP INC COM NEW 172967424 217,253 3,491,688 SH   SOLE   3,491,688 0 0
CITIZENS FINL GROUP INC COM 174610105 77,428 2,382,400 SH   SOLE   2,382,400 0 0
CITRIX SYS INC COM 177376100 9,119 91,500 SH   SOLE   91,500 0 0
CLOROX CO DEL COM 189054109 25,746 160,453 SH   SOLE   160,453 0 0
CME GROUP INC COM CL A 12572Q105 73,984 449,531 SH   SOLE   449,531 0 0
COCA COLA CO COM 191216100 217,847 4,648,882 SH   SOLE   4,648,882 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 40,478 558,700 SH   SOLE   558,700 0 0
COHERENT INC COM 192479103 8,560 60,400 SH   SOLE   60,400 0 0
COHERUS BIOSCIENCES INC COM 19249H103 17,050 1,250,000 SH   SOLE   1,250,000 0 0
COLFAX CORP COM 194014106 22,292 751,066 SH   SOLE   751,066 0 0
COLGATE PALMOLIVE CO COM 194162103 74,045 1,080,320 SH   SOLE   1,080,320 0 0
COMCAST CORP NEW CL A 20030N101 250,735 6,271,512 SH   SOLE   6,271,512 0 0
COMERICA INC COM 200340107 5,493 74,916 SH   SOLE   74,916 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 430 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 16,529 595,845 SH   SOLE   595,845 0 0
CONCHO RES INC COM 20605P101 27,651 249,200 SH   SOLE   249,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 36,568 208,567 SH   SOLE   208,567 0 0
CONSTELLIUM NV CL A N22035104 12,366 1,549,659 SH   SOLE   1,549,659 0 0
CONTRAFECT CORP COM 212326102 1,145 2,880,000 SH   SOLE   2,880,000 0 0
COOPER COS INC COM NEW 216648402 18,360 61,990 SH   SOLE   61,990 0 0
COPART INC COM 217204106 5,817 96,000 SH   SOLE   96,000 0 0
CORNING INC COM 219350105 42,677 1,289,321 SH   SOLE   1,289,321 0 0
COSTCO WHSL CORP NEW COM 22160K105 62,932 259,898 SH   SOLE   259,898 0 0
COTY INC COM CL A 222070203 6,351 552,244 SH   SOLE   552,244 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 6,600 290,000 SH   SOLE   290,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 66,585 520,194 SH   SOLE   520,194 0 0
CROWN HOLDINGS INC COM 228368106 164,325 3,011,268 SH   SOLE   3,011,268 0 0
CSX CORP COM 126408103 72,498 968,968 SH   SOLE   968,968 0 0
CUBIC CORP COM 229669106 789 14,036 SH   SOLE   14,036 0 0
CUMMINS INC COM 231021106 34,211 216,704 SH   SOLE   216,704 0 0
CVS HEALTH CORP COM 126650100 87,581 1,623,974 SH   SOLE   1,623,974 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 32,204 2,425,000 SH   SOLE   2,425,000 0 0
D R HORTON INC COM 23331A109 19,060 460,600 SH   SOLE   460,600 0 0
DANAHER CORPORATION COM 235851102 103,732 785,732 SH   SOLE   785,732 0 0
DARDEN RESTAURANTS INC COM 237194105 16,843 138,659 SH   SOLE   138,659 0 0
DAVITA INC COM 23918K108 2,994 55,150 SH   SOLE   55,150 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 386 50,000 SH   SOLE   50,000 0 0
DEERE & CO COM 244199105 22,014 137,727 SH   SOLE   137,727 0 0
DELL TECHNOLOGIES INC CL C 24703L202 6,909 117,724 SH   SOLE   117,724 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 40,212 778,549 SH   SOLE   778,549 0 0
DENTSPLY SIRONA INC COM 24906P109 53,374 1,076,300 SH   SOLE   1,076,300 0 0
DERMIRA INC COM 24983L104 17,276 1,275,000 SH   SOLE   1,275,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 16,389 519,300 SH   SOLE   519,300 0 0
DIAMONDBACK ENERGY INC COM 25278X109 32,888 323,920 SH   SOLE   323,920 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 44,683 3,050,000 SH   SOLE   3,050,000 0 0
DIGITAL RLTY TR INC COM 253868103 30,952 260,100 SH   SOLE   260,100 0 0
DISCOVER FINL SVCS COM 254709108 28,255 397,058 SH   SOLE   397,058 0 0
DISCOVERY INC COM SER A 25470F104 5,248 194,212 SH   SOLE   194,212 0 0
DISCOVERY INC COM SER C 25470F302 11,345 446,286 SH   SOLE   446,286 0 0
DISH NETWORK CORP CL A 25470M109 9,040 285,261 SH   SOLE   285,261 0 0
DISNEY WALT CO COM DISNEY 254687106 248,550 2,238,580 SH   SOLE   2,238,580 0 0
DOLLAR TREE INC COM 256746108 30,280 288,273 SH   SOLE   288,273 0 0
DOMINION ENERGY INC COM 25746U109 55,020 717,715 SH   SOLE   717,715 0 0
DOVER CORP COM 260003108 31,354 334,265 SH   SOLE   334,265 0 0
DOWDUPONT INC COM 26078J100 368,454 6,911,540 SH   SOLE   6,911,540 0 0
DTE ENERGY CO COM 233331107 28,241 226,400 SH   SOLE   226,400 0 0
DUKE REALTY CORP COM NEW 264411505 13,755 449,800 SH   SOLE   449,800 0 0
DXC TECHNOLOGY CO COM 23355L106 32,289 502,076 SH   SOLE   502,076 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 16,642 358,441 SH   SOLE   358,441 0 0
EAGLE MATERIALS INC COM 26969P108 78,089 926,326 SH   SOLE   926,326 0 0
EAST WEST BANCORP INC COM 27579R104 40,679 848,000 SH   SOLE   848,000 0 0
EBAY INC COM 278642103 40,111 1,080,000 SH   SOLE   1,080,000 0 0
EDISON INTL COM 281020107 55,727 899,984 SH   SOLE   899,984 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 70,993 371,050 SH   SOLE   371,050 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 24,815 1,775,000 SH   SOLE   1,775,000 0 0
ELASTIC N V ORD SHS N14506104 1,198 15,000 SH   SOLE   15,000 0 0
ELECTRONIC ARTS INC COM 285512109 37,867 372,600 SH   SOLE   372,600 0 0
ELEMENT SOLUTIONS INC COM 28618M106 7,575 750,000 SH   SOLE   750,000 0 0
EMBRAER S A SPONSORED ADS 29082A107 11,966 629,466 SH   SOLE   629,466 0 0
EMERSON ELEC CO COM 291011104 219,773 3,209,777 SH   SOLE   3,209,777 0 0
ENCANA CORP COM 292505104 29,591 4,087,218 SH   SOLE   4,087,218 0 0
ENTERGY CORP NEW COM 29364G103 169,169 1,769,000 SH   SOLE   1,769,000 0 0
EOG RES INC COM 26875P101 43,354 455,500 SH   SOLE   455,500 0 0
EPAM SYS INC COM 29414B104 5,920 35,000 SH   SOLE   35,000 0 0
EQT CORP COM 26884L109 11,924 574,940 SH   SOLE   574,940 0 0
EQUIFAX INC COM 294429105 17,455 147,300 SH   SOLE   147,300 0 0
EQUINIX INC COM 29444U700 82,342 181,706 SH   SOLE   181,706 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 35,019 464,933 SH   SOLE   464,933 0 0
ESSEX PPTY TR INC COM 297178105 23,718 82,000 SH   SOLE   82,000 0 0
EVEREST RE GROUP LTD COM G3223R108 10,884 50,399 SH   SOLE   50,399 0 0
EVERGY INC COM 30034W106 87,271 1,503,370 SH   SOLE   1,503,370 0 0
EVERQUOTE INC COM CL A 30041R108 2,604 350,000 SH   SOLE   350,000 0 0
EVO PMTS INC CL A COM 26927E104 12,012 413,481 SH   SOLE   413,481 0 0
EXACT SCIENCES CORP COM 30063P105 4,331 50,000 SH   SOLE   50,000 0 0
EXELON CORP COM 30161N101 131,316 2,619,500 SH   SOLE   2,619,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 17,517 147,200 SH   SOLE   147,200 0 0
EXPEDITORS INTL WASH INC COM 302130109 16,030 211,200 SH   SOLE   211,200 0 0
EXTRA SPACE STORAGE INC COM 30225T102 16,244 159,400 SH   SOLE   159,400 0 0
EXXON MOBIL CORP COM 30231G102 121,086 1,498,592 SH   SOLE   1,498,592 0 0
F5 NETWORKS INC COM 315616102 9,039 57,600 SH   SOLE   57,600 0 0
FACEBOOK INC CL A 30303M102 498,676 2,991,635 SH   SOLE   2,991,635 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 12,544 91,000 SH   SOLE   91,000 0 0
FEDEX CORP COM 31428X106 54,460 300,204 SH   SOLE   300,204 0 0
FERROGLOBE PLC SHS G33856108 29,195 14,241,392 SH   SOLE   14,241,392 0 0
FIBROGEN INC COM 31572Q808 57,068 1,050,000 SH   SOLE   1,050,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 79,648 704,224 SH   SOLE   704,224 0 0
FIFTH THIRD BANCORP COM 316773100 28,998 1,149,800 SH   SOLE   1,149,800 0 0
FIRST DATA CORP NEW COM CL A 32008D106 42,032 1,600,000 SH   SOLE   1,600,000 0 0
FIRST HAWAIIAN INC COM 32051X108 35,847 1,376,100 SH   SOLE   1,376,100 0 0
FIRST HORIZON NATL CORP COM 320517105 4,753 340,000 SH   SOLE   340,000 0 0
FIRSTENERGY CORP COM 337932107 110,853 2,664,100 SH   SOLE   2,664,100 0 0
FISERV INC COM 337738108 12,890 146,010 SH   SOLE   146,010 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 15,410 1,150,000 SH   SOLE   1,150,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 27,717 112,400 SH   SOLE   112,400 0 0
FLUOR CORP NEW COM 343412102 6,120 166,292 SH   SOLE   166,292 0 0
FORD MTR CO DEL COM 345370860 42,041 4,788,300 SH   SOLE   4,788,300 0 0
FORTINET INC COM 34959E109 14,923 177,718 SH   SOLE   177,718 0 0
FORTIVE CORP COM 34959J108 145,931 1,739,553 SH   SOLE   1,739,553 0 0
FORTRESS BIOTECH INC COM 34960Q109 89 50,000 SH   SOLE   50,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 80,504 1,690,915 SH   SOLE   1,690,915 0 0
FORTY SEVEN INC COM 34983P104 312 19,324 SH   SOLE   19,324 0 0
FOX CORP CL A COM 35137L105 16,220 441,830 SH   SOLE   441,830 0 0
FOX CORP CL B COM 35137L204 27,132 756,189 SH   SOLE   756,189 0 0
FRANKLIN RES INC COM 354613101 12,461 376,000 SH   SOLE   376,000 0 0
FRANKS INTL N V COM N33462107 6,091 980,846 SH   SOLE   980,846 0 0
FREEPORT-MCMORAN INC CL B 35671D857 60,449 4,689,600 SH   SOLE   4,689,600 0 0
FTS INTERNATIONAL INC COM 30283W104 7,650 765,000 SH   SOLE   765,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 47,649 610,100 SH   SOLE   610,100 0 0
GARDNER DENVER HLDGS INC COM 36555P107 94,809 3,409,157 SH   SOLE   3,409,157 0 0
GARMIN LTD SHS H2906T109 10,536 122,012 SH   SOLE   122,012 0 0
GARRETT MOTION INC COM 366505105 411 27,919 SH   SOLE   27,919 0 0
GARTNER INC COM 366651107 13,113 86,450 SH   SOLE   86,450 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 22,448 758,391 SH   SOLE   758,391 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 16,673 467,171 SH   SOLE   467,171 0 0
GENERAL DYNAMICS CORP COM 369550108 154,887 914,976 SH   SOLE   914,976 0 0
GENERAL MLS INC COM 370334104 38,429 742,596 SH   SOLE   742,596 0 0
GENERAL MTRS CO COM 37045V100 17,172 462,866 SH   SOLE   462,866 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,458 75,000 SH   SOLE   75,000 0 0
GENTEX CORP COM 371901109 92,087 4,452,970 SH   SOLE   4,452,970 0 0
GENUINE PARTS CO COM 372460105 6,251 55,800 SH   SOLE   55,800 0 0
GILEAD SCIENCES INC COM 375558103 82,857 1,274,525 SH   SOLE   1,274,525 0 0
GLOBAL PMTS INC COM 37940X102 47,526 348,122 SH   SOLE   348,122 0 0
GLOBANT S A COM L44385109 2,142 30,000 SH   SOLE   30,000 0 0
GMS INC COM 36251C103 33,624 2,223,820 SH   SOLE   2,223,820 0 0
GODADDY INC CL A 380237107 20,677 275,000 SH   SOLE   275,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 78,140 407,000 SH   SOLE   407,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 76,709 4,226,411 SH   SOLE   4,226,411 0 0
GRAINGER W W INC COM 384802104 16,863 56,035 SH   SOLE   56,035 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 14,120 218,232 SH   SOLE   218,232 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 28,323 2,700,000 SH   SOLE   2,700,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 2,415 150,000 SH   SOLE   150,000 0 0
HANESBRANDS INC COM 410345102 7,907 442,240 SH   SOLE   442,240 0 0
HARLEY DAVIDSON INC COM 412822108 7,235 202,900 SH   SOLE   202,900 0 0
HARSCO CORP COM 415864107 35,874 1,779,453 SH   SOLE   1,779,453 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 18,192 400,000 SH   SOLE   400,000 0 0
HASBRO INC COM 418056107 12,147 142,872 SH   SOLE   142,872 0 0
HCA HEALTHCARE INC COM 40412C101 43,573 334,200 SH   SOLE   334,200 0 0
HCP INC COM 40414L109 18,343 586,043 SH   SOLE   586,043 0 0
HENRY SCHEIN INC COM 806407102 3,378 56,200 SH   SOLE   56,200 0 0
HERSHEY CO COM 427866108 19,634 170,985 SH   SOLE   170,985 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 19,882 1,288,536 SH   SOLE   1,288,536 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 30,593 368,100 SH   SOLE   368,100 0 0
HOLLYFRONTIER CORP COM 436106108 9,632 195,500 SH   SOLE   195,500 0 0
HOLOGIC INC COM 436440101 8,945 184,810 SH   SOLE   184,810 0 0
HOME DEPOT INC COM 437076102 231,382 1,205,805 SH   SOLE   1,205,805 0 0
HONEYWELL INTL INC COM 438516106 451,242 2,839,426 SH   SOLE   2,839,426 0 0
HORIZON PHARMA PLC SHS G4617B105 26,430 1,000,000 SH   SOLE   1,000,000 0 0
HORMEL FOODS CORP COM 440452100 14,804 330,746 SH   SOLE   330,746 0 0
HOST HOTELS & RESORTS INC COM 44107P104 17,455 923,533 SH   SOLE   923,533 0 0
HP INC COM 40434L105 33,881 1,743,736 SH   SOLE   1,743,736 0 0
HUMANA INC COM 444859102 45,249 170,110 SH   SOLE   170,110 0 0
HUNT J B TRANS SVCS INC COM 445658107 10,787 106,500 SH   SOLE   106,500 0 0
HUNTINGTON BANCSHARES INC COM 446150104 3,640 287,100 SH   SOLE   287,100 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 96,881 467,573 SH   SOLE   467,573 0 0
HUNTSMAN CORP COM 447011107 2,419 107,543 SH   SOLE   107,543 0 0
IDEXX LABS INC COM 45168D104 37,386 167,200 SH   SOLE   167,200 0 0
IHS MARKIT LTD SHS G47567105 40,397 742,857 SH   SOLE   742,857 0 0
ILLUMINA INC COM 452327109 57,313 184,470 SH   SOLE   184,470 0 0
INCYTE CORP COM 45337C102 11,551 134,297 SH   SOLE   134,297 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 6,866 2,478,693 SH   SOLE   2,478,693 0 0
INFLARX NV COM N44821101 85,857 2,271,959 SH   SOLE   2,271,959 0 0
INFRAREIT INC COM 45685L100 20,970 1,000,000 SH   SOLE   1,000,000 0 0
INGERSOLL-RAND PLC SHS G47791101 62,931 582,963 SH   SOLE   582,963 0 0
INPHI CORP COM 45772F107 14,597 333,716 SH   SOLE   333,716 0 0
INSMED INC COM PAR $.01 457669307 12,965 446,000 SH   SOLE   446,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 12,461 1,700,000 SH   SOLE   1,700,000 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 19,502 350,000 SH   SOLE   350,000 0 0
INTEL CORP COM 458140100 284,416 5,296,380 SH   SOLE   5,296,380 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 56,489 505,000 SH   SOLE   505,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 54,013 709,390 SH   SOLE   709,390 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 174,737 1,238,390 SH   SOLE   1,238,390 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,027 23,500 SH   SOLE   23,500 0 0
INTERSECT ENT INC COM 46071F103 3,215 100,000 SH   SOLE   100,000 0 0
INTL PAPER CO COM 460146103 4,687 101,292 SH   SOLE   101,292 0 0
INTUIT COM 461202103 85,664 327,700 SH   SOLE   327,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 104,776 183,631 SH   SOLE   183,631 0 0
INVESCO LTD SHS G491BT108 5,035 260,769 SH   SOLE   260,769 0 0
IPG PHOTONICS CORP COM 44980X109 6,754 44,500 SH   SOLE   44,500 0 0
IQVIA HLDGS INC COM 46266C105 28,367 197,200 SH   SOLE   197,200 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 8,995 120,000 SH   SOLE   120,000 0 0
IRON MTN INC NEW COM 46284V101 12,345 348,152 SH   SOLE   348,152 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 25,369 1,875,000 SH   SOLE   1,875,000 0 0
ITT INC COM 45073V108 136,138 2,347,201 SH   SOLE   2,347,201 0 0
JABIL INC COM 466313103 24,508 921,700 SH   SOLE   921,700 0 0
JACOBS ENGR GROUP INC COM 469814107 10,865 144,501 SH   SOLE   144,501 0 0
JAGGED PEAK ENERGY INC COM 47009K107 10,208 975,000 SH   SOLE   975,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 6,201 330,000 SH   SOLE   330,000 0 0
JETBLUE AWYS CORP COM 477143101 3,486 213,074 SH   SOLE   213,074 0 0
JOHNSON & JOHNSON COM 478160104 386,289 2,763,355 SH   SOLE   2,763,355 0 0
JOHNSON CTLS INTL PLC SHS G51502105 63,474 1,718,295 SH   SOLE   1,718,295 0 0
JPMORGAN CHASE & CO COM 46625H100 384,331 3,796,607 SH   SOLE   3,796,607 0 0
JUNIPER NETWORKS INC COM 48203R104 9,939 375,500 SH   SOLE   375,500 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 19,032 665,000 SH   SOLE   665,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 14,602 125,900 SH   SOLE   125,900 0 0
KAR AUCTION SVCS INC COM 48238T109 5,131 100,000 SH   SOLE   100,000 0 0
KELLOGG CO COM 487836108 17,767 309,637 SH   SOLE   309,637 0 0
KENNAMETAL INC COM 489170100 19,481 530,097 SH   SOLE   530,097 0 0
KEYCORP NEW COM 493267108 11,650 739,703 SH   SOLE   739,703 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 31,124 356,925 SH   SOLE   356,925 0 0
KILROY RLTY CORP COM 49427F108 8,807 115,946 SH   SOLE   115,946 0 0
KIMBERLY CLARK CORP COM 494368103 19,010 153,433 SH   SOLE   153,433 0 0
KIMCO RLTY CORP COM 49446R109 9,645 521,363 SH   SOLE   521,363 0 0
KINDRED BIOSCIENCES INC COM 494577109 15,131 1,650,000 SH   SOLE   1,650,000 0 0
KLA-TENCOR CORP COM 482480100 32,706 273,900 SH   SOLE   273,900 0 0
KNOLL INC COM NEW 498904200 15,894 840,508 SH   SOLE   840,508 0 0
KOSMOS ENERGY LTD COM 500688106 3,738 600,000 SH   SOLE   600,000 0 0
KRAFT HEINZ CO COM 500754106 25,125 769,532 SH   SOLE   769,532 0 0
KURA ONCOLOGY INC COM 50127T109 830 50,000 SH   SOLE   50,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 18,908 123,600 SH   SOLE   123,600 0 0
LAM RESEARCH CORP COM 512807108 111,645 623,678 SH   SOLE   623,678 0 0
LAMB WESTON HLDGS INC COM 513272104 13,459 179,600 SH   SOLE   179,600 0 0
LAUDER ESTEE COS INC CL A 518439104 45,159 272,784 SH   SOLE   272,784 0 0
LEAR CORP COM NEW 521865204 47,499 350,000 SH   SOLE   350,000 0 0
LENNAR CORP CL A 526057104 20,682 421,317 SH   SOLE   421,317 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 37,202 1,061,400 SH   SOLE   1,061,400 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 7,695 500,000 SH   SOLE   500,000 0 0
LILLY ELI & CO COM 532457108 140,155 1,080,106 SH   SOLE   1,080,106 0 0
LINCOLN ELEC HLDGS INC COM 533900106 18,242 217,500 SH   SOLE   217,500 0 0
LINCOLN NATL CORP IND COM 534187109 3,367 57,361 SH   SOLE   57,361 0 0
LINDE PLC COM G5494J103 121,329 689,644 SH   SOLE   689,644 0 0
LKQ CORP COM 501889208 11,011 388,000 SH   SOLE   388,000 0 0
LOCKHEED MARTIN CORP COM 539830109 168,969 562,929 SH   SOLE   562,929 0 0
LOEWS CORP COM 540424108 6,292 131,277 SH   SOLE   131,277 0 0
LOGICBIO THERAPEUTICS INC COM 54142F102 8,991 910,000 SH   SOLE   910,000 0 0
LOUISIANA PAC CORP COM 546347105 84,589 3,469,623 SH   SOLE   3,469,623 0 0
LOWES COS INC COM 548661107 110,197 1,006,643 SH   SOLE   1,006,643 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 25,263 430,300 SH   SOLE   430,300 0 0
LYFT INC CL A COM 55087P104 26,227 335,000 SH   SOLE   335,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 32,043 381,100 SH   SOLE   381,100 0 0
MACERICH CO COM 554382101 4,059 93,622 SH   SOLE   93,622 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 4,015 32,050 SH   SOLE   32,050 0 0
MAGNOLIA OIL & GAS CORP *W EXP 07/31/202 559663117 145 42,628 SH   SOLE   42,628 0 0
MARATHON PETE CORP COM 56585A102 59,333 991,360 SH   SOLE   991,360 0 0
MARRIOTT INTL INC NEW CL A 571903202 43,822 350,325 SH   SOLE   350,325 0 0
MARSH & MCLENNAN COS INC COM 571748102 79,693 848,704 SH   SOLE   848,704 0 0
MARTIN MARIETTA MATLS INC COM 573284106 137,319 682,566 SH   SOLE   682,566 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 46,968 2,361,367 SH   SOLE   2,361,367 0 0
MASCO CORP COM 574599106 38,540 980,400 SH   SOLE   980,400 0 0
MASTERCARD INC CL A 57636Q104 342,111 1,453,010 SH   SOLE   1,453,010 0 0
MATTEL INC COM 577081102 5,394 414,942 SH   SOLE   414,942 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 11,575 217,700 SH   SOLE   217,700 0 0
MCCORMICK & CO INC COM NON VTG 579780206 23,109 153,415 SH   SOLE   153,415 0 0
MCDONALDS CORP COM 580135101 178,166 938,209 SH   SOLE   938,209 0 0
MCKESSON CORP COM 58155Q103 28,406 242,660 SH   SOLE   242,660 0 0
MEDTRONIC PLC SHS G5960L103 130,910 1,437,304 SH   SOLE   1,437,304 0 0
MEIRAGTX HOLDINGS PLC COM G59665102 3,015 175,000 SH   SOLE   175,000 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 23,672 200,000 SH   SOLE   200,000 0 0
MERCK & CO INC COM 58933Y105 352,990 4,244,193 SH   SOLE   4,244,193 0 0
METLIFE INC COM 59156R108 7,104 166,876 SH   SOLE   166,876 0 0
MGM RESORTS INTERNATIONAL COM 552953101 15,968 622,300 SH   SOLE   622,300 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 7,911 95,356 SH   SOLE   95,356 0 0
MICRON TECHNOLOGY INC COM 595112103 60,256 1,457,930 SH   SOLE   1,457,930 0 0
MICROSOFT CORP COM 594918104 1,135,898 9,631,155 SH   SOLE   9,631,155 0 0
MID AMER APT CMNTYS INC COM 59522J103 15,344 140,350 SH   SOLE   140,350 0 0
MOLSON COORS BREWING CO CL B 60871R209 13,865 232,436 SH   SOLE   232,436 0 0
MONDELEZ INTL INC CL A 609207105 90,041 1,803,697 SH   SOLE   1,803,697 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 26,966 494,061 SH   SOLE   494,061 0 0
MOODYS CORP COM 615369105 34,198 188,845 SH   SOLE   188,845 0 0
MOOG INC CL A 615394202 657 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 169,201 4,009,500 SH   SOLE   4,009,500 0 0
MOSAIC CO NEW COM 61945C103 223,156 8,171,205 SH   SOLE   8,171,205 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 56,642 403,376 SH   SOLE   403,376 0 0
MSCI INC COM 55354G100 20,998 105,600 SH   SOLE   105,600 0 0
MYLAN N V SHS EURO N59465109 17,202 606,996 SH   SOLE   606,996 0 0
MYOVANT SCIENCES LTD COM G637AM102 10,145 425,000 SH   SOLE   425,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 258 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 12,711 145,280 SH   SOLE   145,280 0 0
NATIONAL VISION HLDGS INC COM 63845R107 197,719 6,290,758 SH   SOLE   6,290,758 0 0
NETAPP INC COM 64110D104 18,112 261,200 SH   SOLE   261,200 0 0
NETFLIX INC COM 64110L106 230,565 646,637 SH   SOLE   646,637 0 0
NEVRO CORP COM 64157F103 43,757 700,000 SH   SOLE   700,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 29,330 2,535,000 SH   SOLE   2,535,000 0 0
NEWELL BRANDS INC COM 651229106 7,471 487,000 SH   SOLE   487,000 0 0
NEWMONT MNG CORP COM 651639106 23,429 655,000 SH   SOLE   655,000 0 0
NEWS CORP NEW CL A 65249B109 5,809 466,974 SH   SOLE   466,974 0 0
NEWS CORP NEW CL B 65249B208 1,884 150,831 SH   SOLE   150,831 0 0
NEXTERA ENERGY INC COM 65339F101 115,034 595,043 SH   SOLE   595,043 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 10,573 446,691 SH   SOLE   446,691 0 0
NIKE INC CL B 654106103 90,849 1,078,838 SH   SOLE   1,078,838 0 0
NINE ENERGY SVC INC COM 65441V101 20,527 906,282 SH   SOLE   906,282 0 0
NOBLE ENERGY INC COM 655044105 363,281 14,689,878 SH   SOLE   14,689,878 0 0
NORFOLK SOUTHERN CORP COM 655844108 62,591 334,906 SH   SOLE   334,906 0 0
NORTHERN TR CORP COM 665859104 28,732 317,800 SH   SOLE   317,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 62,868 233,191 SH   SOLE   233,191 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 14,812 269,500 SH   SOLE   269,500 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 35,219 1,398,690 SH   SOLE   1,398,690 0 0
NOVARTIS A G SPONSORED ADR 66987V109 9,614 100,000 SH   SOLE   100,000 0 0
NOVO-NORDISK A S ADR 670100205 36,094 690,000 SH   SOLE   690,000 0 0
NRG ENERGY INC COM NEW 629377508 104,948 2,470,520 SH   SOLE   2,470,520 0 0
NUCOR CORP COM 670346105 22,509 385,762 SH   SOLE   385,762 0 0
NUTRIEN LTD COM 67077M108 101,641 1,926,471 SH   SOLE   1,926,471 0 0
NVENT ELECTRIC PLC SHS G6700G107 93,233 3,455,623 SH   SOLE   3,455,623 0 0
NVIDIA CORP COM 67066G104 143,734 800,481 SH   SOLE   800,481 0 0
NXP SEMICONDUCTORS N V COM N6596X109 15,937 180,300 SH   SOLE   180,300 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 38,092 98,100 SH   SOLE   98,100 0 0
OGE ENERGY CORP COM 670837103 32,340 750,000 SH   SOLE   750,000 0 0
OKTA INC CL A 679295105 4,550 55,000 SH   SOLE   55,000 0 0
OLIN CORP COM PAR $1 680665205 200,070 8,646,082 SH   SOLE   8,646,082 0 0
ONEMAIN HLDGS INC COM 68268W103 18,647 587,314 SH   SOLE   587,314 0 0
ORACLE CORP COM 68389X105 164,481 3,062,397 SH   SOLE   3,062,397 0 0
ORBCOMM INC COM 68555P100 53,290 7,859,936 SH   SOLE   7,859,936 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 19,217 1,074,800 SH   SOLE   1,074,800 0 0
OSHKOSH CORP COM 688239201 18,724 249,228 SH   SOLE   249,228 0 0
OWENS CORNING NEW COM 690742101 198,753 4,218,022 SH   SOLE   4,218,022 0 0
PACKAGING CORP AMER COM 695156109 10,952 110,200 SH   SOLE   110,200 0 0
PARKER HANNIFIN CORP COM 701094104 7,404 43,142 SH   SOLE   43,142 0 0
PARSLEY ENERGY INC CL A 701877102 198,581 10,289,177 SH   SOLE   10,289,177 0 0
PAYCHEX INC COM 704326107 11,881 148,146 SH   SOLE   148,146 0 0
PAYLOCITY HLDG CORP COM 70438V106 4,014 45,000 SH   SOLE   45,000 0 0
PAYPAL HLDGS INC COM 70450Y103 141,939 1,366,900 SH   SOLE   1,366,900 0 0
PEPSICO INC COM 713448108 215,661 1,759,779 SH   SOLE   1,759,779 0 0
PERRIGO CO PLC SHS G97822103 5,422 112,591 SH   SOLE   112,591 0 0
PFIZER INC COM 717081103 324,520 7,641,158 SH   SOLE   7,641,158 0 0
PHILIP MORRIS INTL INC COM 718172109 171,941 1,945,254 SH   SOLE   1,945,254 0 0
PHILLIPS 66 COM 718546104 50,174 527,201 SH   SOLE   527,201 0 0
PINNACLE WEST CAP CORP COM 723484101 74,800 782,594 SH   SOLE   782,594 0 0
PIONEER NAT RES CO COM 723787107 216,908 1,424,400 SH   SOLE   1,424,400 0 0
PNC FINL SVCS GROUP INC COM 693475105 104,283 850,177 SH   SOLE   850,177 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 17,350 500,000 SH   SOLE   500,000 0 0
PPG INDS INC COM 693506107 33,369 295,637 SH   SOLE   295,637 0 0
PPL CORP COM 69351T106 28,649 902,620 SH   SOLE   902,620 0 0
PRECISION BIOSCIENCES INC COM 74019P108 16,178 901,277 SH   SOLE   901,277 0 0
PRICE T ROWE GROUP INC COM 74144T108 19,707 196,830 SH   SOLE   196,830 0 0
PRINCIPIA BIOPHARMA INC COM 74257L108 23,800 700,000 SH   SOLE   700,000 0 0
PROCTER AND GAMBLE CO COM 742718109 325,726 3,130,473 SH   SOLE   3,130,473 0 0
PROGRESSIVE CORP OHIO COM 743315103 81,022 1,123,904 SH   SOLE   1,123,904 0 0
PROLOGIS INC COM 74340W103 56,785 789,229 SH   SOLE   789,229 0 0
PROPETRO HLDG CORP COM 74347M108 34,254 1,519,687 SH   SOLE   1,519,687 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 51,811 3,735,507 SH   SOLE   3,735,507 0 0
PRUDENTIAL FINL INC COM 744320102 33,227 361,637 SH   SOLE   361,637 0 0
PUBLIC STORAGE COM 74460D109 41,072 188,592 SH   SOLE   188,592 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 146,276 2,462,144 SH   SOLE   2,462,144 0 0
PULTE GROUP INC COM 745867101 8,855 316,700 SH   SOLE   316,700 0 0
PVH CORP COM 693656100 155,352 1,273,900 SH   SOLE   1,273,900 0 0
QORVO INC COM 74736K101 8,936 124,578 SH   SOLE   124,578 0 0
QUALCOMM INC COM 747525103 86,416 1,515,264 SH   SOLE   1,515,264 0 0
QUANTA SVCS INC COM 74762E102 6,536 173,193 SH   SOLE   173,193 0 0
QUEST DIAGNOSTICS INC COM 74834L100 3,021 33,600 SH   SOLE   33,600 0 0
RA PHARMACEUTICALS INC COM 74933V108 7,840 350,000 SH   SOLE   350,000 0 0
RALPH LAUREN CORP CL A 751212101 8,766 67,600 SH   SOLE   67,600 0 0
RANGE RES CORP COM 75281A109 18,546 1,650,000 SH   SOLE   1,650,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 17,964 223,400 SH   SOLE   223,400 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 16,950 1,250,000 SH   SOLE   1,250,000 0 0
REALTY INCOME CORP COM 756109104 27,975 380,300 SH   SOLE   380,300 0 0
RED HAT INC COM 756577102 93,890 513,900 SH   SOLE   513,900 0 0
REGALWOOD GLOBAL ENERGY LTD COM CL A G74760102 20,200 1,999,998 SH   SOLE   1,999,998 0 0
REGALWOOD GLOBAL ENERGY LTD *W EXP 12/05/202 G74760128 647 666,666 SH   SOLE   666,666 0 0
REGENCY CTRS CORP COM 758849103 13,795 204,400 SH   SOLE   204,400 0 0
REGIONS FINL CORP NEW COM 7591EP100 21,730 1,535,700 SH   SOLE   1,535,700 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 4,697 243,492 SH   SOLE   243,492 0 0
RESMED INC COM 761152107 18,720 180,048 SH   SOLE   180,048 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 685 25,000 SH   SOLE   25,000 0 0
RITE AID CORP COM 767754104 3,825 6,023,468 SH   SOLE   6,023,468 0 0
ROBERT HALF INTL INC COM 770323103 9,526 146,200 SH   SOLE   146,200 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 42,096 2,400,000 SH   SOLE   2,400,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 716 4,082 SH   SOLE   4,082 0 0
ROLLINS INC COM 775711104 7,875 189,200 SH   SOLE   189,200 0 0
ROSS STORES INC COM 778296103 228,393 2,453,203 SH   SOLE   2,453,203 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 24,620 214,800 SH   SOLE   214,800 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 13,144 210,000 SH   SOLE   210,000 0 0
S&P GLOBAL INC COM 78409V104 65,772 312,382 SH   SOLE   312,382 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,181 20,000 SH   SOLE   20,000 0 0
SALESFORCE COM INC COM 79466L302 167,591 1,058,223 SH   SOLE   1,058,223 0 0
SANOFI RIGHT 12/31/2020 80105N113 277 614,455 SH   SOLE   614,455 0 0
SAREPTA THERAPEUTICS INC COM 803607100 196,664 1,650,000 SH   SOLE   1,650,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 28,072 140,600 SH   SOLE   140,600 0 0
SCHLUMBERGER LTD COM 806857108 62,156 1,426,567 SH   SOLE   1,426,567 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 25,600 332,678 SH   SOLE   332,678 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 14,434 301,400 SH   SOLE   301,400 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 23,985 1,995,388 SH   SOLE   1,995,388 0 0
SEMPRA ENERGY COM 816851109 42,796 340,026 SH   SOLE   340,026 0 0
SEMTECH CORP COM 816850101 9,978 196,000 SH   SOLE   196,000 0 0
SENTINEL ENERGY SVCS INC CL A 81728P105 15,060 1,500,000 SH   SOLE   1,500,000 0 0
SENTINEL ENERGY SVCS INC *W EXP 11/02/202 81728P113 227 333,334 SH   SOLE   333,334 0 0
SHERWIN WILLIAMS CO COM 824348106 139,314 323,452 SH   SOLE   323,452 0 0
SHOCKWAVE MED INC COM 82489T104 6,694 200,000 SH   SOLE   200,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 17,289 135,000 SH   SOLE   135,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 70,472 386,763 SH   SOLE   386,763 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 14,958 181,350 SH   SOLE   181,350 0 0
SL GREEN RLTY CORP COM 78440X101 3,449 38,357 SH   SOLE   38,357 0 0
SMUCKER J M CO COM NEW 832696405 16,115 138,327 SH   SOLE   138,327 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 23,597 1,435,367 SH   SOLE   1,435,367 0 0
SONOS INC COM 83570H108 2,573 250,000 SH   SOLE   250,000 0 0
SOUTH JERSEY INDS INC COM 838518108 8,018 250,000 SH   SOLE   250,000 0 0
SOUTHWEST AIRLS CO COM 844741108 34,820 670,777 SH   SOLE   670,777 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 58,669 713,218 SH   SOLE   713,218 0 0
SPARK ENERGY INC CL A COM 846511103 120 13,474 SH   SOLE   13,474 0 0
SPARK THERAPEUTICS INC COM 84652J103 62,634 550,000 SH   SOLE   550,000 0 0
SPARTAN ENERGY ACQUISITON CO CL A COM STK 846784106 46,707 4,752,000 SH   SOLE   4,752,000 0 0
SPARTAN ENERGY ACQUISITON CO *W EXP 08/27/202 846784122 1,742 1,584,000 SH   SOLE   1,584,000 0 0
SPLUNK INC COM 848637104 3,738 30,000 SH   SOLE   30,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 22,902 165,000 SH   SOLE   165,000 0 0
SPRING BK PHARMACEUTICALS IN COM 849431101 10,490 1,000,000 SH   SOLE   1,000,000 0 0
SRC ENERGY INC COM 78470V108 3,328 650,000 SH   SOLE   650,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 46,175 725,000 SH   SOLE   725,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 24,962 183,314 SH   SOLE   183,314 0 0
STARBUCKS CORP COM 855244109 112,298 1,510,605 SH   SOLE   1,510,605 0 0
STATE STR CORP COM 857477103 22,810 346,600 SH   SOLE   346,600 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 44,975 3,500,000 SH   SOLE   3,500,000 0 0
STRYKER CORP COM 863667101 76,649 388,057 SH   SOLE   388,057 0 0
SUMMIT MATLS INC CL A 86614U100 110,023 6,932,772 SH   SOLE   6,932,772 0 0
SUNTRUST BKS INC COM 867914103 56,293 950,100 SH   SOLE   950,100 0 0
SVB FINL GROUP COM 78486Q101 39,291 176,700 SH   SOLE   176,700 0 0
SVMK INC COM 78489X103 1,821 100,000 SH   SOLE   100,000 0 0
SYMANTEC CORP COM 871503108 18,301 796,059 SH   SOLE   796,059 0 0
SYNCHRONY FINL COM 87165B103 70,743 2,217,655 SH   SOLE   2,217,655 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 8,138 1,550,000 SH   SOLE   1,550,000 0 0
SYNOPSYS INC COM 871607107 19,679 170,900 SH   SOLE   170,900 0 0
SYNOVUS FINL CORP COM NEW 87161C501 15,462 450,000 SH   SOLE   450,000 0 0
SYSCO CORP COM 871829107 39,771 595,724 SH   SOLE   595,724 0 0
T2 BIOSYSTEMS INC COM 89853L104 1,052 400,000 SH   SOLE   400,000 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 43,999 2,160,000 SH   SOLE   2,160,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 48,594 514,933 SH   SOLE   514,933 0 0
TARGET CORP COM 87612E106 6,690 83,358 SH   SOLE   83,358 0 0
TCF FINL CORP COM 872275102 15,207 735,000 SH   SOLE   735,000 0 0
TECHNIPFMC PLC COM G87110105 12,390 526,800 SH   SOLE   526,800 0 0
TELEFLEX INC COM 879369106 17,452 57,758 SH   SOLE   57,758 0 0
TEXAS INSTRS INC COM 882508104 160,923 1,517,144 SH   SOLE   1,517,144 0 0
TEXTRON INC COM 883203101 8,738 172,486 SH   SOLE   172,486 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 53,980 1,262,400 SH   SOLE   1,262,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 131,392 480,024 SH   SOLE   480,024 0 0
TIFFANY & CO NEW COM 886547108 14,207 134,597 SH   SOLE   134,597 0 0
TIMKEN CO COM 887389104 79,032 1,811,827 SH   SOLE   1,811,827 0 0
TJX COS INC NEW COM 872540109 156,399 2,939,273 SH   SOLE   2,939,273 0 0
TOPBUILD CORP COM 89055F103 49,287 760,368 SH   SOLE   760,368 0 0
TORTOISE ACQUISITION CORP UNIT 03/04/2024 89154L209 20,230 2,025,000 SH   SOLE   2,025,000 0 0
TOTAL S A SPONSORED ADS 89151E109 6,122 110,000 SH   SOLE   110,000 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 42,984 364,208 SH   SOLE   364,208 0 0
TRACTOR SUPPLY CO COM 892356106 14,869 152,100 SH   SOLE   152,100 0 0
TRANSDIGM GROUP INC COM 893641100 23,263 51,241 SH   SOLE   51,241 0 0
TRANSOCEAN LTD REG SHS H8817H100 4,757 546,113 SH   SOLE   546,113 0 0
TRAVELERS COMPANIES INC COM 89417E109 19,640 143,194 SH   SOLE   143,194 0 0
TRIPADVISOR INC COM 896945201 6,555 127,400 SH   SOLE   127,400 0 0
TWILIO INC CL A 90138F102 5,167 40,000 SH   SOLE   40,000 0 0
TWITTER INC COM 90184L102 27,031 822,100 SH   SOLE   822,100 0 0
TWO HBRS INVT CORP COM NEW 90187B408 10,148 750,000 SH   SOLE   750,000 0 0
TYSON FOODS INC CL A 902494103 25,665 369,655 SH   SOLE   369,655 0 0
U S SILICA HLDGS INC COM 90346E103 4,124 237,546 SH   SOLE   237,546 0 0
UDR INC COM 902653104 15,279 336,100 SH   SOLE   336,100 0 0
ULTA BEAUTY INC COM 90384S303 8,601 24,663 SH   SOLE   24,663 0 0
UNDER ARMOUR INC CL A 904311107 264,063 12,491,173 SH   SOLE   12,491,173 0 0
UNDER ARMOUR INC CL C 904311206 4,147 219,761 SH   SOLE   219,761 0 0
UNION PACIFIC CORP COM 907818108 143,573 858,688 SH   SOLE   858,688 0 0
UNIQURE NV SHS N90064101 19,386 325,000 SH   SOLE   325,000 0 0
UNITED CONTL HLDGS INC COM 910047109 22,770 285,409 SH   SOLE   285,409 0 0
UNITED PARCEL SERVICE INC CL B 911312106 64,630 578,400 SH   SOLE   578,400 0 0
UNITED RENTALS INC COM 911363109 28,754 251,679 SH   SOLE   251,679 0 0
UNITED TECHNOLOGIES CORP COM 913017109 112,644 873,958 SH   SOLE   873,958 0 0
UNITEDHEALTH GROUP INC COM 91324P102 296,887 1,200,706 SH   SOLE   1,200,706 0 0
UNITIL CORP COM 913259107 22,210 410,000 SH   SOLE   410,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 14,161 105,859 SH   SOLE   105,859 0 0
UNUM GROUP COM 91529Y106 1,440 42,569 SH   SOLE   42,569 0 0
UROVANT SCIENCES LTD SHS G9381B108 13,919 1,385,000 SH   SOLE   1,385,000 0 0
US BANCORP DEL COM NEW 902973304 29,468 611,500 SH   SOLE   611,500 0 0
V F CORP COM 918204108 4,650 53,500 SH   SOLE   53,500 0 0
VALERO ENERGY CORP NEW COM 91913Y100 60,518 713,400 SH   SOLE   713,400 0 0
VALVOLINE INC COM 92047W101 91,267 4,917,402 SH   SOLE   4,917,402 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 5,605 250,000 SH   SOLE   250,000 0 0
VANTAGE ENERGY ACQUISITION COM CL A 92211L105 41,391 4,050,000 SH   SOLE   4,050,000 0 0
VANTAGE ENERGY ACQUISITION *W EXP 04/12/202 92211L113 364 1,583,333 SH   SOLE   1,583,333 0 0
VAPOTHERM INC COM 922107107 17,852 908,518 SH   SOLE   908,518 0 0
VARIAN MED SYS INC COM 92220P105 10,980 77,478 SH   SOLE   77,478 0 0
VENATOR MATLS PLC SHS G9329Z100 36,673 6,525,429 SH   SOLE   6,525,429 0 0
VENTAS INC COM 92276F100 28,459 446,000 SH   SOLE   446,000 0 0
VERISIGN INC COM 92343E102 24,028 132,340 SH   SOLE   132,340 0 0
VERISK ANALYTICS INC COM 92345Y106 27,371 205,800 SH   SOLE   205,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 305,716 5,170,239 SH   SOLE   5,170,239 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 81,718 444,241 SH   SOLE   444,241 0 0
VIACOM INC NEW CL B 92553P201 12,323 439,009 SH   SOLE   439,009 0 0
VIAVI SOLUTIONS INC COM 925550105 10,647 860,000 SH   SOLE   860,000 0 0
VIEWRAY INC COM 92672L107 732 99,000 SH   SOLE   99,000 0 0
VISA INC COM CL A 92826C839 322,476 2,064,640 SH   SOLE   2,064,640 0 0
VISTRA ENERGY CORP COM 92840M102 188,067 7,225,000 SH   SOLE   7,225,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 16,520 244,959 SH   SOLE   244,959 0 0
VOYA FINL INC COM 929089100 41,417 829,000 SH   SOLE   829,000 0 0
VOYAGER THERAPEUTICS INC COM 92915B106 7,178 375,000 SH   SOLE   375,000 0 0
VULCAN MATLS CO COM 929160109 156,615 1,322,758 SH   SOLE   1,322,758 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 63,308 1,000,597 SH   SOLE   1,000,597 0 0
WALMART INC COM 931142103 369,784 3,791,492 SH   SOLE   3,791,492 0 0
WASTE MGMT INC DEL COM 94106L109 206,083 1,983,287 SH   SOLE   1,983,287 0 0
WATERS CORP COM 941848103 22,591 89,751 SH   SOLE   89,751 0 0
WAYFAIR INC CL A 94419L101 70,462 474,654 SH   SOLE   474,654 0 0
WELBILT INC COM 949090104 3,011 183,794 SH   SOLE   183,794 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 16,832 62,400 SH   SOLE   62,400 0 0
WELLS FARGO CO NEW COM 949746101 251,007 5,194,674 SH   SOLE   5,194,674 0 0
WELLTOWER INC COM 95040Q104 37,536 483,706 SH   SOLE   483,706 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 422 48,056 SH   SOLE   48,056 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,055 245,000 SH   SOLE   245,000 0 0
WESTERN DIGITAL CORP COM 958102105 13,233 275,337 SH   SOLE   275,337 0 0
WESTLAKE CHEM CORP COM 960413102 19,072 281,047 SH   SOLE   281,047 0 0
WESTROCK CO COM 96145D105 5,814 151,613 SH   SOLE   151,613 0 0
WEYERHAEUSER CO COM 962166104 24,351 924,500 SH   SOLE   924,500 0 0
WILLIAMS COS INC DEL COM 969457100 43,232 1,505,300 SH   SOLE   1,505,300 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 66,444 378,275 SH   SOLE   378,275 0 0
WORLDPAY INC CL A 981558109 80,245 707,000 SH   SOLE   707,000 0 0
WPX ENERGY INC COM 98212B103 105,024 8,011,000 SH   SOLE   8,011,000 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 3,145 100,000 SH   SOLE   100,000 0 0
WYNN RESORTS LTD COM 983134107 14,414 120,800 SH   SOLE   120,800 0 0
XENON PHARMACEUTICALS INC COM 98420N105 13,208 1,300,000 SH   SOLE   1,300,000 0 0
XEROX CORP COM NEW 984121608 30,867 965,200 SH   SOLE   965,200 0 0
XILINX INC COM 983919101 43,414 342,410 SH   SOLE   342,410 0 0
YAMANA GOLD INC COM 98462Y100 3,915 1,500,000 SH   SOLE   1,500,000 0 0
YUM BRANDS INC COM 988498101 38,445 385,186 SH   SOLE   385,186 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 64,677 506,475 SH   SOLE   506,475 0 0
ZIONS BANCORPORATION N A COM 989701107 24,630 542,386 SH   SOLE   542,386 0 0
ZOETIS INC CL A 98978V103 57,758 573,739 SH   SOLE   573,739 0 0
ZOGENIX INC COM NEW 98978L204 11,002 200,000 SH   SOLE   200,000 0 0
ZOSANO PHARMA CORP COM NEW 98979H202 4,770 1,000,000 SH   SOLE   1,000,000 0 0