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 1,823 49,558 SH   SOLE   49,558 0 0
ABBOTT LABS COM 002824100 180,040 2,140,788 SH   SOLE   2,140,788 0 0
ABBVIE INC COM 00287Y109 101,907 1,401,362 SH   SOLE   1,401,362 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 14,340 3,000,000 SH   SOLE   3,000,000 0 0
ABIOMED INC COM 003654100 9,602 36,860 SH   SOLE   36,860 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 144,195 780,400 SH   SOLE   780,400 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 1,533 700,000 SH   SOLE   700,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,534 200,000 SH   SOLE   200,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 15,518 328,761 SH   SOLE   328,761 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 4,830 100,000 SH   SOLE   100,000 0 0
ADOBE INC COM 00724F101 204,849 695,228 SH   SOLE   695,228 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 84,440 547,815 SH   SOLE   547,815 0 0
ADVANCED MICRO DEVICES INC COM 007903107 30,677 1,010,123 SH   SOLE   1,010,123 0 0
ADVAXIS INC COM NEW 007624307 348 166,666 SH   SOLE   166,666 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 35,670 3,000,000 SH   SOLE   3,000,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 10,060 1,468,591 SH   SOLE   1,468,591 0 0
AERCAP HOLDINGS NV SHS N00985106 28,014 538,623 SH   SOLE   538,623 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 50,238 1,700,100 SH   SOLE   1,700,100 0 0
AES CORP COM 00130H105 13,571 809,733 SH   SOLE   809,733 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 4,858 52,725 SH   SOLE   52,725 0 0
AFLAC INC COM 001055102 50,276 917,274 SH   SOLE   917,274 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 41,267 552,653 SH   SOLE   552,653 0 0
AIR PRODS & CHEMS INC COM 009158106 34,359 151,781 SH   SOLE   151,781 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 15,940 198,900 SH   SOLE   198,900 0 0
AKERO THERAPEUTICS INC COM 00973Y108 1,852 96,721 SH   SOLE   96,721 0 0
ALASKA AIR GROUP INC COM 011659109 13,149 205,750 SH   SOLE   205,750 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 7,013 1,168,822 SH   SOLE   1,168,822 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 18,906 134,000 SH   SOLE   134,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 81,137 619,462 SH   SOLE   619,462 0 0
ALIGN TECHNOLOGY INC COM 016255101 23,949 87,500 SH   SOLE   87,500 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,780 150,000 SH   SOLE   150,000 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 1,398 343,574 SH   SOLE   343,574 0 0
ALLERGAN PLC SHS G0177J108 62,853 375,399 SH   SOLE   375,399 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 7,064 50,409 SH   SOLE   50,409 0 0
ALLSTATE CORP COM 020002101 29,369 288,813 SH   SOLE   288,813 0 0
ALLY FINL INC COM 02005N100 81,807 2,639,800 SH   SOLE   2,639,800 0 0
ALPHABET INC CAP STK CL A 02079K305 347,532 320,957 SH   SOLE   320,957 0 0
ALPHABET INC CAP STK CL C 02079K107 352,118 325,761 SH   SOLE   325,761 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 0 66,666 SH   SOLE   66,666 0 0
ALTERYX INC COM CL A 02156B103 6,547 60,000 SH   SOLE   60,000 0 0
ALTICE USA INC CL A 02156K103 21,915 900,000 SH   SOLE   900,000 0 0
ALTRIA GROUP INC COM 02209S103 102,263 2,159,732 SH   SOLE   2,159,732 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 9,450 541,541 SH   SOLE   541,541 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 65,441 3,375,000 SH   SOLE   3,375,000 0 0
AMAZON COM INC COM 023135106 1,073,088 566,683 SH   SOLE   566,683 0 0
AMCI ACQUISITION CORP *W EXP 05/20/202 00165R119 522 1,800,000 SH   SOLE   1,800,000 0 0
AMCI ACQUISITION CORP CLASS A 00165R101 17,892 1,800,000 SH   SOLE   1,800,000 0 0
AMCOR PLC ORD G0250X107 22,693 1,974,990 SH   SOLE   1,974,990 0 0
AMEREN CORP COM 023608102 6,001 79,900 SH   SOLE   79,900 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 16,823 515,882 SH   SOLE   515,882 0 0
AMERICAN ELEC PWR CO INC COM 025537101 52,426 595,680 SH   SOLE   595,680 0 0
AMERICAN EXPRESS CO COM 025816109 64,093 519,225 SH   SOLE   519,225 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 50,516 948,121 SH   SOLE   948,121 0 0
AMERICAN TOWER CORP NEW COM 03027X100 84,012 410,917 SH   SOLE   410,917 0 0
AMERIPRISE FINL INC COM 03076C106 24,353 167,768 SH   SOLE   167,768 0 0
AMERISOURCEBERGEN CORP COM 03073E105 15,679 183,900 SH   SOLE   183,900 0 0
AMETEK INC NEW COM 031100100 57,314 630,938 SH   SOLE   630,938 0 0
AMGEN INC COM 031162100 14,548 78,947 SH   SOLE   78,947 0 0
AMPHENOL CORP NEW CL A 032095101 11,696 121,913 SH   SOLE   121,913 0 0
ANADARKO PETE CORP COM 032511107 780,578 11,062,619 SH   SOLE   11,062,619 0 0
ANALOG DEVICES INC COM 032654105 105,134 931,457 SH   SOLE   931,457 0 0
ANAPTYSBIO INC COM 032724106 144,769 2,565,922 SH   SOLE   2,565,922 0 0
ANNALY CAP MGMT INC COM 035710409 13,695 1,500,000 SH   SOLE   1,500,000 0 0
ANSYS INC COM 03662Q105 21,465 104,800 SH   SOLE   104,800 0 0
ANTHEM INC COM 036752103 88,753 314,493 SH   SOLE   314,493 0 0
AON PLC SHS CL A G0408V102 59,373 307,663 SH   SOLE   307,663 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 9,617 191,889 SH   SOLE   191,889 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 12,670 500,000 SH   SOLE   500,000 0 0
APPLE INC COM 037833100 1,054,298 5,326,889 SH   SOLE   5,326,889 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 31,114 505,664 SH   SOLE   505,664 0 0
APPLIED MATLS INC COM 038222105 35,188 783,532 SH   SOLE   783,532 0 0
APTARGROUP INC COM 038336103 21,760 175,000 SH   SOLE   175,000 0 0
APTIV PLC SHS G6095L109 711 8,800 SH   SOLE   8,800 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 13,279 325,471 SH   SOLE   325,471 0 0
ARCONIC INC COM 03965L100 12,479 483,300 SH   SOLE   483,300 0 0
ARDELYX INC COM 039697107 10,760 4,000,000 SH   SOLE   4,000,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 11,140 190,000 SH   SOLE   190,000 0 0
ARISTA NETWORKS INC COM 040413106 16,655 64,150 SH   SOLE   64,150 0 0
ARRAY BIOPHARMA INC COM 04269X105 927 20,000 SH   SOLE   20,000 0 0
ARROW ELECTRS INC COM 042735100 7,154 100,385 SH   SOLE   100,385 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 23,188 875,000 SH   SOLE   875,000 0 0
ARYA SCIENCES ACQUISITION CO *W EXP 10/10/202 G3165V125 938 625,000 SH   SOLE   625,000 0 0
ARYA SCIENCES ACQUISITION CO SHS CL A G3165V109 12,513 1,250,000 SH   SOLE   1,250,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 28,788 250,000 SH   SOLE   250,000 0 0
ASSURANT INC COM 04621X108 56,184 528,140 SH   SOLE   528,140 0 0
ASTEC INDS INC COM 046224101 23,497 721,642 SH   SOLE   721,642 0 0
AT&T INC COM 00206R102 293,549 8,760,049 SH   SOLE   8,760,049 0 0
ATHENE HLDG LTD CL A G0684D107 31,348 728,000 SH   SOLE   728,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 2,076 46,499 SH   SOLE   46,499 0 0
ATMOS ENERGY CORP COM 049560105 15,094 142,989 SH   SOLE   142,989 0 0
ATRICURE INC COM 04963C209 2,984 100,000 SH   SOLE   100,000 0 0
AUDENTES THERAPEUTICS INC COM 05070R104 8,519 225,000 SH   SOLE   225,000 0 0
AUTODESK INC COM 052769106 43,476 266,889 SH   SOLE   266,889 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 63,143 381,924 SH   SOLE   381,924 0 0
AUTOZONE INC COM 053332102 22,116 20,115 SH   SOLE   20,115 0 0
AVALONBAY CMNTYS INC COM 053484101 34,151 168,082 SH   SOLE   168,082 0 0
AVERY DENNISON CORP COM 053611109 118,887 1,027,725 SH   SOLE   1,027,725 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 4,814 80,700 SH   SOLE   80,700 0 0
AXOGEN INC COM 05463X106 2,970 150,000 SH   SOLE   150,000 0 0
AXOVANT GENE THERAPIES LTD COM G0750W203 779 125,000 SH   SOLE   125,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 13,680 555,402 SH   SOLE   555,402 0 0
BANK AMER CORP COM 060505104 293,016 10,103,986 SH   SOLE   10,103,986 0 0
BANK NEW YORK MELLON CORP COM 064058100 38,724 877,100 SH   SOLE   877,100 0 0
BARRICK GOLD CORPORATION COM 067901108 134,045 8,500,000 SH   SOLE   8,500,000 0 0
BAXTER INTL INC COM 071813109 47,485 579,797 SH   SOLE   579,797 0 0
BB&T CORP COM 054937107 7,360 149,800 SH   SOLE   149,800 0 0
BEACON ROOFING SUPPLY INC COM 073685109 103,432 2,816,763 SH   SOLE   2,816,763 0 0
BECTON DICKINSON & CO COM 075887109 82,458 327,202 SH   SOLE   327,202 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 482,120 2,261,669 SH   SOLE   2,261,669 0 0
BERRY PETE CORP COM 08579X101 3,392 320,000 SH   SOLE   320,000 0 0
BEST BUY INC COM 086516101 19,497 279,600 SH   SOLE   279,600 0 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 6,743 1,450,000 SH   SOLE   1,450,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 55,832 1,275,000 SH   SOLE   1,275,000 0 0
BLACKROCK INC COM 09247X101 74,093 157,880 SH   SOLE   157,880 0 0
BLOCK H & R INC COM 093671105 6,968 237,800 SH   SOLE   237,800 0 0
BLUELINX HLDGS INC COM NEW 09624H208 17,348 875,704 SH   SOLE   875,704 0 0
BOEING CO COM 097023105 231,212 635,179 SH   SOLE   635,179 0 0
BOOKING HLDGS INC COM 09857L108 99,360 53,000 SH   SOLE   53,000 0 0
BORGWARNER INC COM 099724106 3,652 87,000 SH   SOLE   87,000 0 0
BOSTON PROPERTIES INC COM 101121101 29,007 224,864 SH   SOLE   224,864 0 0
BOSTON SCIENTIFIC CORP COM 101137107 104,665 2,435,196 SH   SOLE   2,435,196 0 0
BP PLC SPONSORED ADR 055622104 5,630 135,000 SH   SOLE   135,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 11,732 546,672 SH   SOLE   546,672 0 0
BROADCOM INC COM 11135F101 111,150 386,126 SH   SOLE   386,126 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 34,818 272,700 SH   SOLE   272,700 0 0
BROWN FORMAN CORP CL B 115637209 10,855 195,832 SH   SOLE   195,832 0 0
BRUNSWICK CORP COM 117043109 54,605 1,189,917 SH   SOLE   1,189,917 0 0
BUNGE LIMITED COM G16962105 60,664 1,088,918 SH   SOLE   1,088,918 0 0
BURLINGTON STORES INC COM 122017106 245,924 1,445,334 SH   SOLE   1,445,334 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 13,673 162,100 SH   SOLE   162,100 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 54,851 498,279 SH   SOLE   498,279 0 0
CACI INTL INC CL A 127190304 26,760 130,798 SH   SOLE   130,798 0 0
CACTUS INC CL A 127203107 12,751 385,000 SH   SOLE   385,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 13,541 191,227 SH   SOLE   191,227 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 4,680 1,200,000 SH   SOLE   1,200,000 0 0
CAMECO CORP COM 13321L108 118,467 11,040,722 SH   SOLE   11,040,722 0 0
CAMPBELL SOUP CO COM 134429109 9,214 229,946 SH   SOLE   229,946 0 0
CAPITAL ONE FINL CORP COM 14040H105 60,849 670,582 SH   SOLE   670,582 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 5,941 171,300 SH   SOLE   171,300 0 0
CARDINAL HEALTH INC COM 14149Y108 17,045 361,900 SH   SOLE   361,900 0 0
CARMAX INC COM 143130102 13,181 151,800 SH   SOLE   151,800 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 22,684 487,300 SH   SOLE   487,300 0 0
CATERPILLAR INC DEL COM 149123101 101,900 747,674 SH   SOLE   747,674 0 0
CATHAY GEN BANCORP COM 149150104 5,027 140,000 SH   SOLE   140,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 13,990 135,000 SH   SOLE   135,000 0 0
CBRE GROUP INC CL A 12504L109 19,350 377,200 SH   SOLE   377,200 0 0
CBS CORP NEW CL B 124857202 21,542 431,708 SH   SOLE   431,708 0 0
CELGENE CORP COM 151020104 1,236,228 13,373,298 SH   SOLE   13,373,298 0 0
CELLECTIS S A SPONSORED ADS 15117K103 8,970 575,000 SH   SOLE   575,000 0 0
CENOVUS ENERGY INC COM 15135U109 16,405 1,860,000 SH   SOLE   1,860,000 0 0
CENTENE CORP DEL COM 15135B101 26,360 502,672 SH   SOLE   502,672 0 0
CENTERPOINT ENERGY INC COM 15189T107 132,898 4,641,900 SH   SOLE   4,641,900 0 0
CENTURY ALUM CO COM 156431108 2,073 300,000 SH   SOLE   300,000 0 0
CENTURYLINK INC COM 156700106 12,918 1,098,509 SH   SOLE   1,098,509 0 0
CERNER CORP COM 156782104 17,960 245,020 SH   SOLE   245,020 0 0
CF INDS HLDGS INC COM 125269100 74,381 1,592,397 SH   SOLE   1,592,397 0 0
CHANGE HEALTHCARE INC COM 15912K100 4,380 300,000 SH   SOLE   300,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 83,422 211,099 SH   SOLE   211,099 0 0
CHEVRON CORP NEW COM 166764100 279,081 2,242,693 SH   SOLE   2,242,693 0 0
CHEWY INC CL A 16679L109 5,250 150,000 SH   SOLE   150,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 21,854 29,819 SH   SOLE   29,819 0 0
CHUBB LIMITED COM H1467J104 77,390 525,424 SH   SOLE   525,424 0 0
CHURCH & DWIGHT INC COM 171340102 21,609 295,774 SH   SOLE   295,774 0 0
CIGNA CORP NEW COM 125523100 72,725 461,598 SH   SOLE   461,598 0 0
CIMAREX ENERGY CO COM 171798101 109,538 1,846,255 SH   SOLE   1,846,255 0 0
CINTAS CORP COM 172908105 24,061 101,400 SH   SOLE   101,400 0 0
CISCO SYS INC COM 17275R102 284,340 5,195,321 SH   SOLE   5,195,321 0 0
CITIGROUP INC COM NEW 172967424 243,108 3,471,488 SH   SOLE   3,471,488 0 0
CITIZENS FINL GROUP INC COM 174610105 73,560 2,080,306 SH   SOLE   2,080,306 0 0
CITRIX SYS INC COM 177376100 10,020 102,100 SH   SOLE   102,100 0 0
CLEVELAND CLIFFS INC COM 185899101 2,668 250,000 SH   SOLE   250,000 0 0
CLOROX CO DEL COM 189054109 23,985 156,653 SH   SOLE   156,653 0 0
CME GROUP INC COM 12572Q105 80,503 414,731 SH   SOLE   414,731 0 0
COCA COLA CO COM 191216100 238,193 4,677,782 SH   SOLE   4,677,782 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 38,440 606,400 SH   SOLE   606,400 0 0
COHERENT INC COM 192479103 6,873 50,400 SH   SOLE   50,400 0 0
COHERUS BIOSCIENCES INC COM 19249H103 22,100 1,000,000 SH   SOLE   1,000,000 0 0
COLGATE PALMOLIVE CO COM 194162103 75,004 1,046,520 SH   SOLE   1,046,520 0 0
COMCAST CORP NEW CL A 20030N101 233,884 5,531,798 SH   SOLE   5,531,798 0 0
COMMSCOPE HLDG CO INC COM 20337X109 65,940 4,191,996 SH   SOLE   4,191,996 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 520 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 15,523 585,345 SH   SOLE   585,345 0 0
CONCHO RES INC COM 20605P101 22,349 216,600 SH   SOLE   216,600 0 0
CONMED CORP COM 207410101 12,408 145,000 SH   SOLE   145,000 0 0
CONOCOPHILLIPS COM 20825C104 58,111 952,638 SH   SOLE   952,638 0 0
CONSOLIDATED EDISON INC COM 209115104 33,044 376,873 SH   SOLE   376,873 0 0
CONSTELLATION BRANDS INC CL A 21036P108 39,657 201,367 SH   SOLE   201,367 0 0
CONSTELLIUM NV CL A N22035104 10,906 1,086,221 SH   SOLE   1,086,221 0 0
CONTRAFECT CORP COM 212326102 1,469 2,880,000 SH   SOLE   2,880,000 0 0
COOPER COS INC COM NEW 216648402 20,213 59,999 SH   SOLE   59,999 0 0
COPART INC COM 217204106 18,311 245,000 SH   SOLE   245,000 0 0
CORNING INC COM 219350105 31,071 935,021 SH   SOLE   935,021 0 0
CORTEVA INC COM 22052L104 27,016 913,620 SH   SOLE   913,620 0 0
COSTCO WHSL CORP NEW COM 22160K105 140,146 530,334 SH   SOLE   530,334 0 0
COTY INC COM CL A 222070203 4,772 356,144 SH   SOLE   356,144 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 12,250 490,000 SH   SOLE   490,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,122 75,000 SH   SOLE   75,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 65,839 505,094 SH   SOLE   505,094 0 0
CROWN HOLDINGS INC COM 228368106 128,998 2,111,268 SH   SOLE   2,111,268 0 0
CRYOLIFE INC COM 228903100 2,993 100,000 SH   SOLE   100,000 0 0
CSX CORP COM 126408103 72,826 941,268 SH   SOLE   941,268 0 0
CUBIC CORP COM 229669106 905 14,036 SH   SOLE   14,036 0 0
CVS HEALTH CORP COM 126650100 86,496 1,587,374 SH   SOLE   1,587,374 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 2,147 187,500 SH   SOLE   187,500 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 10,740 1,500,000 SH   SOLE   1,500,000 0 0
D R HORTON INC COM 23331A109 17,817 413,100 SH   SOLE   413,100 0 0
DANAHER CORPORATION COM 235851102 109,458 765,867 SH   SOLE   765,867 0 0
DARDEN RESTAURANTS INC COM 237194105 18,408 151,221 SH   SOLE   151,221 0 0
DARLING INGREDIENTS INC COM 237266101 5,967 300,000 SH   SOLE   300,000 0 0
DAVITA INC COM 23918K108 8,284 147,250 SH   SOLE   147,250 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 411 50,000 SH   SOLE   50,000 0 0
DEERE & CO COM 244199105 168,759 1,018,397 SH   SOLE   1,018,397 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 42,060 741,149 SH   SOLE   741,149 0 0
DENTSPLY SIRONA INC COM 24906P109 75,045 1,285,900 SH   SOLE   1,285,900 0 0
DIAMONDBACK ENERGY INC COM 25278X109 37,446 343,640 SH   SOLE   343,640 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 44,100 2,800,000 SH   SOLE   2,800,000 0 0
DIGITAL RLTY TR INC COM 253868103 12,050 102,300 SH   SOLE   102,300 0 0
DISCOVER FINL SVCS COM 254709108 24,577 316,758 SH   SOLE   316,758 0 0
DISCOVERY INC COM SER A 25470F104 5,865 191,036 SH   SOLE   191,036 0 0
DISCOVERY INC COM SER C 25470F302 12,530 440,407 SH   SOLE   440,407 0 0
DISH NETWORK CORP CL A 25470M109 5,002 130,239 SH   SOLE   130,239 0 0
DISNEY WALT CO COM DISNEY 254687106 357,745 2,561,910 SH   SOLE   2,561,910 0 0
DOLLAR GEN CORP NEW COM 256677105 30,286 224,077 SH   SOLE   224,077 0 0
DOLLAR TREE INC COM 256746108 31,283 291,300 SH   SOLE   291,300 0 0
DOMINION ENERGY INC COM 25746U109 43,865 567,315 SH   SOLE   567,315 0 0
DOVER CORP COM 260003108 63,478 633,513 SH   SOLE   633,513 0 0
DOW INC COM 260557103 41,321 837,980 SH   SOLE   837,980 0 0
DTE ENERGY CO COM 233331107 14,693 114,900 SH   SOLE   114,900 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 113,812 1,289,800 SH   SOLE   1,289,800 0 0
DUKE REALTY CORP COM NEW 264411505 13,504 427,200 SH   SOLE   427,200 0 0
DUPONT DE NEMOURS INC COM 26614N102 68,961 918,621 SH   SOLE   918,621 0 0
DXC TECHNOLOGY CO COM 23355L106 18,215 330,276 SH   SOLE   330,276 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 17,530 393,041 SH   SOLE   393,041 0 0
EAST WEST BANCORP INC COM 27579R104 22,996 491,673 SH   SOLE   491,673 0 0
EBAY INC COM 278642103 39,445 998,600 SH   SOLE   998,600 0 0
ECOLAB INC COM 278865100 17,469 88,480 SH   SOLE   88,480 0 0
EDISON INTL COM 281020107 92,991 1,379,484 SH   SOLE   1,379,484 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 46,667 252,610 SH   SOLE   252,610 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 23,585 2,225,000 SH   SOLE   2,225,000 0 0
ELECTRONIC ARTS INC COM 285512109 36,808 363,500 SH   SOLE   363,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106 15,510 1,500,000 SH   SOLE   1,500,000 0 0
EMBRAER S A SPONSORED ADS 29082A107 1,572 78,117 SH   SOLE   78,117 0 0
EMERSON ELEC CO COM 291011104 118,465 1,775,553 SH   SOLE   1,775,553 0 0
ENCANA CORP COM 292505104 28,149 5,487,218 SH   SOLE   5,487,218 0 0
ENTERGY CORP NEW COM 29364G103 149,979 1,457,100 SH   SOLE   1,457,100 0 0
EOG RES INC COM 26875P101 51,620 554,100 SH   SOLE   554,100 0 0
EPAM SYS INC COM 29414B104 12,983 75,000 SH   SOLE   75,000 0 0
EQUIFAX INC COM 294429105 19,637 145,200 SH   SOLE   145,200 0 0
EQUINIX INC COM 29444U700 72,469 143,706 SH   SOLE   143,706 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 34,167 450,033 SH   SOLE   450,033 0 0
ESSEX PPTY TR INC COM 297178105 23,354 80,000 SH   SOLE   80,000 0 0
EVEREST RE GROUP LTD COM G3223R108 8,354 33,799 SH   SOLE   33,799 0 0
EVERGY INC COM 30034W106 170,710 2,838,070 SH   SOLE   2,838,070 0 0
EVERQUOTE INC COM CL A 30041R108 4,550 350,000 SH   SOLE   350,000 0 0
EVERSOURCE ENERGY COM 30040W108 29,205 385,500 SH   SOLE   385,500 0 0
EVO PMTS INC CL A COM 26927E104 8,923 283,000 SH   SOLE   283,000 0 0
EXELON CORP COM 30161N101 122,654 2,558,500 SH   SOLE   2,558,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 19,236 144,600 SH   SOLE   144,600 0 0
EXPEDITORS INTL WASH INC COM 302130109 15,809 208,400 SH   SOLE   208,400 0 0
EXTRA SPACE STORAGE INC COM 30225T102 16,064 151,400 SH   SOLE   151,400 0 0
EXXON MOBIL CORP COM 30231G102 172,486 2,250,892 SH   SOLE   2,250,892 0 0
F5 NETWORKS INC COM 315616102 10,544 72,400 SH   SOLE   72,400 0 0
FACEBOOK INC CL A 30303M102 565,921 2,932,235 SH   SOLE   2,932,235 0 0
FARMER BROS CO COM 307675108 10,963 669,699 SH   SOLE   669,699 0 0
FASTLY INC CL A 31188V100 2,028 100,000 SH   SOLE   100,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 11,704 90,900 SH   SOLE   90,900 0 0
FEDEX CORP COM 31428X106 47,977 292,204 SH   SOLE   292,204 0 0
FERROGLOBE PLC SHS G33856108 24,210 14,241,392 SH   SOLE   14,241,392 0 0
FIBROGEN INC COM 31572Q808 76,806 1,700,000 SH   SOLE   1,700,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 142,414 1,160,857 SH   SOLE   1,160,857 0 0
FIFTH THIRD BANCORP COM 316773100 51,729 1,854,100 SH   SOLE   1,854,100 0 0
FIRST DATA CORP NEW COM CL A 32008D106 37,898 1,400,000 SH   SOLE   1,400,000 0 0
FIRST HAWAIIAN INC COM 32051X108 27,042 1,045,300 SH   SOLE   1,045,300 0 0
FIRSTENERGY CORP COM 337932107 129,817 3,032,400 SH   SOLE   3,032,400 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 7,236 1,200,000 SH   SOLE   1,200,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 51,507 183,398 SH   SOLE   183,398 0 0
FLOWSERVE CORP COM 34354P105 8,813 167,262 SH   SOLE   167,262 0 0
FORD MTR CO DEL COM 345370860 48,359 4,727,200 SH   SOLE   4,727,200 0 0
FORTINET INC COM 34959E109 7,193 93,618 SH   SOLE   93,618 0 0
FORTIVE CORP COM 34959J108 14,366 176,224 SH   SOLE   176,224 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 70,391 1,232,115 SH   SOLE   1,232,115 0 0
FOX CORP CL B COM 35137L204 10,943 299,556 SH   SOLE   299,556 0 0
FRANKLIN RES INC COM 354613101 12,441 357,500 SH   SOLE   357,500 0 0
FRANKS INTL N V COM N33462107 4,263 780,846 SH   SOLE   780,846 0 0
FREEPORT-MCMORAN INC CL B 35671D857 47,704 4,108,900 SH   SOLE   4,108,900 0 0
FTS INTERNATIONAL INC COM 30283W104 3,153 565,000 SH   SOLE   565,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 55,488 633,500 SH   SOLE   633,500 0 0
GAP INC COM 364760108 4,634 257,866 SH   SOLE   257,866 0 0
GARDNER DENVER HLDGS INC COM 36555P107 15,688 453,397 SH   SOLE   453,397 0 0
GARMIN LTD SHS H2906T109 11,758 147,344 SH   SOLE   147,344 0 0
GARTNER INC COM 366651107 17,905 111,250 SH   SOLE   111,250 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 28,855 1,274,532 SH   SOLE   1,274,532 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 24,690 657,171 SH   SOLE   657,171 0 0
GENERAL DYNAMICS CORP COM 369550108 151,464 833,042 SH   SOLE   833,042 0 0
GENERAL ELECTRIC CO COM 369604103 76,008 7,238,860 SH   SOLE   7,238,860 0 0
GENERAL MLS INC COM 370334104 38,303 729,296 SH   SOLE   729,296 0 0
GENERAL MTRS CO COM 37045V100 67,620 1,754,986 SH   SOLE   1,754,986 0 0
GENTEX CORP COM 371901109 119,432 4,852,970 SH   SOLE   4,852,970 0 0
GILEAD SCIENCES INC COM 375558103 91,586 1,355,625 SH   SOLE   1,355,625 0 0
GLOBAL PMTS INC COM 37940X102 33,659 210,200 SH   SOLE   210,200 0 0
GLOBANT S A COM L44385109 566 5,600 SH   SOLE   5,600 0 0
GMS INC COM 36251C103 36,884 1,676,538 SH   SOLE   1,676,538 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 54,546 266,600 SH   SOLE   266,600 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 55,208 3,608,346 SH   SOLE   3,608,346 0 0
GRACE W R & CO DEL NEW COM 38388F108 60,858 799,600 SH   SOLE   799,600 0 0
GRACO INC COM 384109104 11,019 219,589 SH   SOLE   219,589 0 0
GRAINGER W W INC COM 384802104 14,279 53,235 SH   SOLE   53,235 0 0
GREENSKY INC CL A 39572G100 6,371 518,364 SH   SOLE   518,364 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 11,508 350,000 SH   SOLE   350,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 14,913 182,105 SH   SOLE   182,105 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 28,350 2,700,000 SH   SOLE   2,700,000 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 5,111 175,708 SH   SOLE   175,708 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 7,731 450,000 SH   SOLE   450,000 0 0
HANESBRANDS INC COM 410345102 7,617 442,350 SH   SOLE   442,350 0 0
HARSCO CORP COM 415864107 45,174 1,646,301 SH   SOLE   1,646,301 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 29,299 525,817 SH   SOLE   525,817 0 0
HASBRO INC COM 418056107 14,930 141,272 SH   SOLE   141,272 0 0
HCA HEALTHCARE INC COM 40412C101 43,660 323,000 SH   SOLE   323,000 0 0
HCP INC COM 40414L109 18,415 575,843 SH   SOLE   575,843 0 0
HEALTH SCIENCES ACQUSTN CORP UNIT 04/01/2024 42227C201 10,815 1,020,000 SH   SOLE   1,020,000 0 0
HENRY SCHEIN INC COM 806407102 3,271 46,800 SH   SOLE   46,800 0 0
HERSHEY CO COM 427866108 22,461 167,585 SH   SOLE   167,585 0 0
HESKA CORP COM RESTRC NEW 42805E306 3,833 45,000 SH   SOLE   45,000 0 0
HESS CORP COM 42809H107 5,346 84,100 SH   SOLE   84,100 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 16,190 1,082,936 SH   SOLE   1,082,936 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 34,835 356,400 SH   SOLE   356,400 0 0
HOLLYFRONTIER CORP COM 436106108 3,962 85,600 SH   SOLE   85,600 0 0
HOLOGIC INC COM 436440101 8,676 180,676 SH   SOLE   180,676 0 0
HOME DEPOT INC COM 437076102 273,586 1,315,505 SH   SOLE   1,315,505 0 0
HONEYWELL INTL INC COM 438516106 224,081 1,283,470 SH   SOLE   1,283,470 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 33,684 1,400,000 SH   SOLE   1,400,000 0 0
HORMEL FOODS CORP COM 440452100 13,323 328,646 SH   SOLE   328,646 0 0
HOST HOTELS & RESORTS INC COM 44107P104 15,980 877,033 SH   SOLE   877,033 0 0
HP INC COM 40434L105 35,689 1,716,636 SH   SOLE   1,716,636 0 0
HUDSON PAC PPTYS INC COM 444097109 2,052 61,678 SH   SOLE   61,678 0 0
HUMANA INC COM 444859102 43,538 164,110 SH   SOLE   164,110 0 0
HUNT J B TRANS SVCS INC COM 445658107 9,232 101,000 SH   SOLE   101,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 67,291 299,419 SH   SOLE   299,419 0 0
HUNTSMAN CORP COM 447011107 6,286 307,543 SH   SOLE   307,543 0 0
IDEXX LABS INC COM 45168D104 28,798 104,594 SH   SOLE   104,594 0 0
IHS MARKIT LTD SHS G47567105 24,058 377,557 SH   SOLE   377,557 0 0
ILLINOIS TOOL WKS INC COM 452308109 31,623 209,688 SH   SOLE   209,688 0 0
ILLUMINA INC COM 452327109 65,824 178,797 SH   SOLE   178,797 0 0
INCYTE CORP COM 45337C102 10,871 127,952 SH   SOLE   127,952 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 3,916 2,478,693 SH   SOLE   2,478,693 0 0
INGERSOLL-RAND PLC SHS G47791101 60,443 477,170 SH   SOLE   477,170 0 0
INGEVITY CORP COM 45688C107 19,733 187,628 SH   SOLE   187,628 0 0
INPHI CORP COM 45772F107 13,282 265,119 SH   SOLE   265,119 0 0
INSMED INC COM PAR $.01 457669307 5,094 199,000 SH   SOLE   199,000 0 0
INSULET CORP COM 45784P101 11,341 95,000 SH   SOLE   95,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 7,378 1,700,000 SH   SOLE   1,700,000 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 16,755 300,000 SH   SOLE   300,000 0 0
INTEL CORP COM 458140100 250,871 5,240,680 SH   SOLE   5,240,680 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 26,505 333,100 SH   SOLE   333,100 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 59,478 692,090 SH   SOLE   692,090 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 110,001 797,690 SH   SOLE   797,690 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,163 21,800 SH   SOLE   21,800 0 0
INTERPUBLIC GROUP COS INC COM 460690100 10,483 464,034 SH   SOLE   464,034 0 0
INTERSECT ENT INC COM 46071F103 11,380 500,000 SH   SOLE   500,000 0 0
INTL PAPER CO COM 460146103 21,226 489,992 SH   SOLE   489,992 0 0
INTUIT COM 461202103 82,685 316,400 SH   SOLE   316,400 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 94,427 180,015 SH   SOLE   180,015 0 0
INVESCO LTD SHS G491BT108 9,628 470,569 SH   SOLE   470,569 0 0
IPG PHOTONICS CORP COM 44980X109 4,982 32,300 SH   SOLE   32,300 0 0
IQVIA HLDGS INC COM 46266C105 30,925 192,200 SH   SOLE   192,200 0 0
IRON MTN INC NEW COM 46284V101 8,537 272,752 SH   SOLE   272,752 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 7,385 675,000 SH   SOLE   675,000 0 0
ITT INC COM 45073V108 182,905 2,793,298 SH   SOLE   2,793,298 0 0
JABIL INC COM 466313103 36,188 1,145,200 SH   SOLE   1,145,200 0 0
JACOBS ENGR GROUP INC COM 469814107 12,048 142,769 SH   SOLE   142,769 0 0
JAGGED PEAK ENERGY INC COM 47009K107 13,025 1,575,000 SH   SOLE   1,575,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 6,040 314,100 SH   SOLE   314,100 0 0
JETBLUE AWYS CORP COM 477143101 6,771 366,221 SH   SOLE   366,221 0 0
JOHNSON & JOHNSON COM 478160104 347,873 2,497,655 SH   SOLE   2,497,655 0 0
JOHNSON CTLS INTL PLC SHS G51502105 97,322 2,355,898 SH   SOLE   2,355,898 0 0
JPMORGAN CHASE & CO COM 46625H100 405,600 3,627,907 SH   SOLE   3,627,907 0 0
JUNIPER NETWORKS INC COM 48203R104 11,155 418,900 SH   SOLE   418,900 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 15,505 700,000 SH   SOLE   700,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 14,570 119,600 SH   SOLE   119,600 0 0
KELLOGG CO COM 487836108 16,341 305,037 SH   SOLE   305,037 0 0
KENNAMETAL INC COM 489170100 45,115 1,219,659 SH   SOLE   1,219,659 0 0
KEYCORP NEW COM 493267108 94,721 5,336,403 SH   SOLE   5,336,403 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 17,075 190,125 SH   SOLE   190,125 0 0
KILROY RLTY CORP COM 49427F108 7,474 101,254 SH   SOLE   101,254 0 0
KIMCO RLTY CORP COM 49446R109 9,145 494,863 SH   SOLE   494,863 0 0
KINDRED BIOSCIENCES INC COM 494577109 13,745 1,650,000 SH   SOLE   1,650,000 0 0
KLA-TENCOR CORP COM 482480100 59,740 505,414 SH   SOLE   505,414 0 0
KNOLL INC COM NEW 498904200 15,496 674,346 SH   SOLE   674,346 0 0
KONTOOR BRANDS INC COM 50050N103 1,668 59,534 SH   SOLE   59,534 0 0
KOSMOS ENERGY LTD COM 500688106 6,270 1,000,000 SH   SOLE   1,000,000 0 0
KRAFT HEINZ CO COM 500754106 23,269 749,632 SH   SOLE   749,632 0 0
KROGER CO COM 501044101 21,031 968,722 SH   SOLE   968,722 0 0
KURA ONCOLOGY INC COM 50127T109 985 50,000 SH   SOLE   50,000 0 0
L BRANDS INC COM 501797104 3,809 145,927 SH   SOLE   145,927 0 0
L3 TECHNOLOGIES INC COM 502413107 21,227 86,581 SH   SOLE   86,581 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 20,298 117,400 SH   SOLE   117,400 0 0
LAM RESEARCH CORP COM 512807108 99,326 528,778 SH   SOLE   528,778 0 0
LAMB WESTON HLDGS INC COM 513272104 10,797 170,400 SH   SOLE   170,400 0 0
LAUDER ESTEE COS INC CL A 518439104 48,814 266,584 SH   SOLE   266,584 0 0
LEAR CORP COM NEW 521865204 31,336 225,000 SH   SOLE   225,000 0 0
LENNAR CORP CL A 526057104 16,846 347,617 SH   SOLE   347,617 0 0
LEO HOLDINGS CORP COM CL A G5463L105 1,433 139,500 SH   SOLE   139,500 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 25,678 686,400 SH   SOLE   686,400 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 8,090 500,000 SH   SOLE   500,000 0 0
LILLY ELI & CO COM 532457108 39,082 352,761 SH   SOLE   352,761 0 0
LINCOLN NATL CORP IND COM 534187109 6,101 94,661 SH   SOLE   94,661 0 0
LINDE PLC SHS G5494J103 134,745 671,041 SH   SOLE   671,041 0 0
LIVERAMP HLDGS INC COM 53815P108 2,666 55,000 SH   SOLE   55,000 0 0
LKQ CORP COM 501889208 10,226 384,300 SH   SOLE   384,300 0 0
LOCKHEED MARTIN CORP COM 539830109 130,637 359,348 SH   SOLE   359,348 0 0
LOEWS CORP COM 540424108 5,985 109,477 SH   SOLE   109,477 0 0
LOGICBIO THERAPEUTICS INC COM 54142F102 16,900 1,300,000 SH   SOLE   1,300,000 0 0
LOUISIANA PAC CORP COM 546347105 73,931 2,819,623 SH   SOLE   2,819,623 0 0
LOWES COS INC COM 548661107 96,646 957,743 SH   SOLE   957,743 0 0
LPL FINL HLDGS INC COM 50212V100 10,196 125,000 SH   SOLE   125,000 0 0
LYFT INC CL A COM 55087P104 13,142 200,000 SH   SOLE   200,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 31,852 369,813 SH   SOLE   369,813 0 0
M & T BK CORP COM 55261F104 9,607 56,490 SH   SOLE   56,490 0 0
MACERICH CO COM 554382101 1,889 56,394 SH   SOLE   56,394 0 0
MACYS INC COM 55616P104 4,993 232,656 SH   SOLE   232,656 0 0
MANITOWOC CO INC COM NEW 563571405 4,454 250,248 SH   SOLE   250,248 0 0
MARATHON PETE CORP COM 56585A102 222,112 3,974,807 SH   SOLE   3,974,807 0 0
MARKETAXESS HLDGS INC COM 57060D108 10,446 32,500 SH   SOLE   32,500 0 0
MARRIOTT INTL INC NEW CL A 571903202 47,379 337,725 SH   SOLE   337,725 0 0
MARSH & MCLENNAN COS INC COM 571748102 61,506 616,604 SH   SOLE   616,604 0 0
MARTIN MARIETTA MATLS INC COM 573284106 145,813 633,666 SH   SOLE   633,666 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 63,403 2,656,179 SH   SOLE   2,656,179 0 0
MASCO CORP COM 574599106 13,993 356,600 SH   SOLE   356,600 0 0
MASTERCARD INC CL A 57636Q104 377,117 1,425,610 SH   SOLE   1,425,610 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 3,924 65,600 SH   SOLE   65,600 0 0
MCCORMICK & CO INC COM NON VTG 579780206 23,192 149,615 SH   SOLE   149,615 0 0
MCDONALDS CORP COM 580135101 194,525 936,746 SH   SOLE   936,746 0 0
MCKESSON CORP COM 58155Q103 31,012 230,760 SH   SOLE   230,760 0 0
MDU RES GROUP INC COM 552690109 64,500 2,500,000 SH   SOLE   2,500,000 0 0
MEDTRONIC PLC SHS G5960L103 159,246 1,635,132 SH   SOLE   1,635,132 0 0
MEIRAGTX HOLDINGS PLC COM G59665102 4,704 175,000 SH   SOLE   175,000 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 22,134 200,000 SH   SOLE   200,000 0 0
MERCK & CO INC COM 58933Y105 309,163 3,687,091 SH   SOLE   3,687,091 0 0
METLIFE INC COM 59156R108 40,837 822,176 SH   SOLE   822,176 0 0
MGM RESORTS INTERNATIONAL COM 552953101 17,533 613,700 SH   SOLE   613,700 0 0
MICRON TECHNOLOGY INC COM 595112103 55,891 1,448,330 SH   SOLE   1,448,330 0 0
MICROSOFT CORP COM 594918104 1,251,850 9,344,955 SH   SOLE   9,344,955 0 0
MID AMER APT CMNTYS INC COM 59522J103 16,316 138,550 SH   SOLE   138,550 0 0
MILESTONE PHARMACEUTICALS IN COM 59935V107 6,516 240,000 SH   SOLE   240,000 0 0
MOHAWK INDS INC COM 608190104 1,342 9,100 SH   SOLE   9,100 0 0
MOLSON COORS BREWING CO CL B 60871R209 12,356 220,636 SH   SOLE   220,636 0 0
MONDELEZ INTL INC CL A 609207105 95,160 1,765,497 SH   SOLE   1,765,497 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 29,966 469,461 SH   SOLE   469,461 0 0
MOODYS CORP COM 615369105 39,459 202,032 SH   SOLE   202,032 0 0
MOOG INC CL A 615394202 707 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 86,446 1,973,206 SH   SOLE   1,973,206 0 0
MOSAIC CO NEW COM 61945C103 302,435 12,082,905 SH   SOLE   12,082,905 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 57,201 343,076 SH   SOLE   343,076 0 0
MSCI INC COM 55354G100 40,117 168,000 SH   SOLE   168,000 0 0
MYLAN N V SHS EURO N59465109 11,155 585,871 SH   SOLE   585,871 0 0
NABORS INDUSTRIES LTD SHS G6359F103 218 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 13,270 137,980 SH   SOLE   137,980 0 0
NATIONAL VISION HLDGS INC COM 63845R107 223,465 7,271,873 SH   SOLE   7,271,873 0 0
NAVISTAR INTL CORP NEW COM 63934E108 23,018 668,160 SH   SOLE   668,160 0 0
NETAPP INC COM 64110D104 14,543 235,700 SH   SOLE   235,700 0 0
NETFLIX INC COM 64110L106 170,797 464,982 SH   SOLE   464,982 0 0
NEURONETICS INC COM 64131A105 3,128 250,000 SH   SOLE   250,000 0 0
NEVRO CORP COM 64157F103 32,415 500,000 SH   SOLE   500,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 21,109 2,115,100 SH   SOLE   2,115,100 0 0
NEWELL BRANDS INC COM 651229106 7,133 462,600 SH   SOLE   462,600 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 4,345 112,956 SH   SOLE   112,956 0 0
NEWS CORP NEW CL A 65249B109 6,351 470,770 SH   SOLE   470,770 0 0
NEWS CORP NEW CL B 65249B208 1,997 143,031 SH   SOLE   143,031 0 0
NEXTERA ENERGY INC COM 65339F101 119,709 584,343 SH   SOLE   584,343 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 9,767 432,163 SH   SOLE   432,163 0 0
NIKE INC CL B 654106103 79,747 949,938 SH   SOLE   949,938 0 0
NINE ENERGY SVC INC COM 65441V101 17,120 987,905 SH   SOLE   987,905 0 0
NISOURCE INC COM 65473P105 12,780 443,744 SH   SOLE   443,744 0 0
NOBLE ENERGY INC COM 655044105 242,467 10,824,441 SH   SOLE   10,824,441 0 0
NORDSTROM INC COM 655664100 1,563 49,064 SH   SOLE   49,064 0 0
NORFOLK SOUTHERN CORP COM 655844108 64,764 324,906 SH   SOLE   324,906 0 0
NORTHERN TR CORP COM 665859104 36,819 409,100 SH   SOLE   409,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 7,127 22,057 SH   SOLE   22,057 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 14,298 266,600 SH   SOLE   266,600 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 67,524 2,638,690 SH   SOLE   2,638,690 0 0
NOVO-NORDISK A S ADR 670100205 81,664 1,600,000 SH   SOLE   1,600,000 0 0
NRG ENERGY INC COM NEW 629377508 33,495 953,720 SH   SOLE   953,720 0 0
NUCOR CORP COM 670346105 20,098 364,759 SH   SOLE   364,759 0 0
NUTRIEN LTD COM 67077M108 5,346 100,000 SH   SOLE   100,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 29,002 1,169,918 SH   SOLE   1,169,918 0 0
NVIDIA CORP COM 67066G104 121,856 741,981 SH   SOLE   741,981 0 0
NXP SEMICONDUCTORS N V COM N6596X109 13,060 133,800 SH   SOLE   133,800 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 27,625 74,800 SH   SOLE   74,800 0 0
OLIN CORP COM PAR $1 680665205 208,607 9,521,082 SH   SOLE   9,521,082 0 0
OMNICOM GROUP INC COM 681919106 2,286 27,900 SH   SOLE   27,900 0 0
ONEMAIN HLDGS INC COM 68268W103 17,735 524,543 SH   SOLE   524,543 0 0
ORACLE CORP COM 68389X105 156,952 2,754,997 SH   SOLE   2,754,997 0 0
ORBCOMM INC COM 68555P100 56,895 7,847,544 SH   SOLE   7,847,544 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 24,214 1,730,800 SH   SOLE   1,730,800 0 0
OWENS CORNING NEW COM 690742101 101,861 1,750,183 SH   SOLE   1,750,183 0 0
PACCAR INC COM 693718108 5,262 73,437 SH   SOLE   73,437 0 0
PACKAGING CORP AMER COM 695156109 10,762 112,900 SH   SOLE   112,900 0 0
PAGERDUTY INC COM 69553P100 2,353 50,000 SH   SOLE   50,000 0 0
PARSLEY ENERGY INC CL A 701877102 201,110 10,579,177 SH   SOLE   10,579,177 0 0
PAYCHEX INC COM 704326107 12,421 150,946 SH   SOLE   150,946 0 0
PAYPAL HLDGS INC COM 70450Y103 183,774 1,605,575 SH   SOLE   1,605,575 0 0
PENTAIR PLC SHS G7S00T104 6,904 185,597 SH   SOLE   185,597 0 0
PENUMBRA INC COM 70975L107 15,200 95,000 SH   SOLE   95,000 0 0
PEPSICO INC COM 713448108 223,954 1,707,879 SH   SOLE   1,707,879 0 0
PERKINELMER INC COM 714046109 13,050 135,460 SH   SOLE   135,460 0 0
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PORTOLA PHARMACEUTICALS INC COM 737010108 13,565 500,000 SH   SOLE   500,000 0 0
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RAYTHEON CO COM NEW 755111507 186,244 1,071,108 SH   SOLE   1,071,108 0 0
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REATA PHARMACEUTICALS INC CL A 75615P103 4,246 45,000 SH   SOLE   45,000 0 0
RED HAT INC COM 756577102 98,987 527,200 SH   SOLE   527,200 0 0
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REGENCY CTRS CORP COM 758849103 13,575 203,400 SH   SOLE   203,400 0 0
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S&P GLOBAL INC COM 78409V104 68,431 300,411 SH   SOLE   300,411 0 0
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SALESFORCE COM INC COM 79466L302 111,623 735,668 SH   SOLE   735,668 0 0
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SAP SE SPON ADR 803054204 47,880 350,000 SH   SOLE   350,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 182,340 1,200,000 SH   SOLE   1,200,000 0 0
SAVARA INC COM 805111101 948 400,000 SH   SOLE   400,000 0 0
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SEAGATE TECHNOLOGY PLC SHS G7945M107 13,104 278,100 SH   SOLE   278,100 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 15,678 1,350,388 SH   SOLE   1,350,388 0 0
SEMPRA ENERGY COM 816851109 73,228 532,800 SH   SOLE   532,800 0 0
SEMTECH CORP COM 816850101 28,156 585,972 SH   SOLE   585,972 0 0
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SERVICENOW INC COM 81762P102 12,356 45,000 SH   SOLE   45,000 0 0
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SKYWORKS SOLUTIONS INC COM 83088M102 15,033 194,550 SH   SOLE   194,550 0 0
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SMITH A O CORP COM 831865209 8,098 171,720 SH   SOLE   171,720 0 0
SMUCKER J M CO COM NEW 832696405 15,773 136,927 SH   SOLE   136,927 0 0
SNAP INC CL A 83304A106 15,896 1,111,629 SH   SOLE   1,111,629 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 21,502 1,435,367 SH   SOLE   1,435,367 0 0
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SPARK THERAPEUTICS INC COM 84652J103 59,824 584,332 SH   SOLE   584,332 0 0
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SPARTAN ENERGY ACQUISITON CO CL A COM STK 846784106 47,520 4,752,000 SH   SOLE   4,752,000 0 0
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STATE STR CORP COM 857477103 19,184 342,200 SH   SOLE   342,200 0 0
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STRYKER CORP COM 863667101 77,832 378,597 SH   SOLE   378,597 0 0
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TABLEAU SOFTWARE INC CL A 87336U105 14,112 85,000 SH   SOLE   85,000 0 0
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TARGET CORP COM 87612E106 39,765 459,124 SH   SOLE   459,124 0 0
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THERMO FISHER SCIENTIFIC INC COM 883556102 144,195 490,995 SH   SOLE   490,995 0 0
TIMKEN CO COM 887389104 15,231 296,674 SH   SOLE   296,674 0 0
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TORTOISE ACQUISITION CORP CL A 89154L100 19,946 2,025,000 SH   SOLE   2,025,000 0 0
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TOYOTA MOTOR CORP SP ADR REP2COM 892331307 47,638 384,208 SH   SOLE   384,208 0 0
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VULCAN MATLS CO COM 929160109 193,313 1,407,858 SH   SOLE   1,407,858 0 0
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