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
AGCO CORP COM 001084102 1,014 13,400 SH   SOLE   13,400 0 0
AES CORP COM 00130H105 1,726 105,636 SH   SOLE   105,636 0 0
ASGN INC COM 00191U102 1,198 19,062 SH   SOLE   19,062 0 0
AT&T INC COM 00206R102 36,690 969,600 SH   SOLE   969,600 0 0
ABBOTT LABS COM 002824100 28,891 345,300 SH   SOLE   345,300 0 0
ABBVIE INC COM 00287Y109 14,122 186,500 SH   SOLE   186,500 0 0
ABIOMED INC COM 003654100 4,010 22,540 SH   SOLE   22,540 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 5,905 206,605 SH   SOLE   206,605 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,223 98,700 SH   SOLE   98,700 0 0
ACUITY BRANDS INC COM 00508Y102 1,307 9,700 SH   SOLE   9,700 0 0
ADOBE INC COM 00724F101 28,343 102,600 SH   SOLE   102,600 0 0
ADTALEM GLOBAL ED INC COM 00737L103 814 21,358 SH   SOLE   21,358 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 13,129 79,380 SH   SOLE   79,380 0 0
ADVANCED MICRO DEVICES INC COM 007903107 13,031 449,500 SH   SOLE   449,500 0 0
AGREE REALTY CORP COM 008492100 6,171 84,361 SH   SOLE   84,361 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 4,079 194,804 SH   SOLE   194,804 0 0
AIR PRODS & CHEMS INC COM 009158106 27,714 124,915 SH   SOLE   124,915 0 0
ALAMO GROUP INC COM 011311107 820 6,967 SH   SOLE   6,967 0 0
ALASKA AIR GROUP INC COM 011659109 980 15,100 SH   SOLE   15,100 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 14,053 91,230 SH   SOLE   91,230 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 176 1,800 SH   SOLE   1,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 56,795 339,625 SH   SOLE   339,625 0 0
ALIGN TECHNOLOGY INC COM 016255101 2,219 12,263 SH   SOLE   12,263 0 0
ALLEGHANY CORP DEL COM 017175100 1,994 2,500 SH   SOLE   2,500 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,094 54,000 SH   SOLE   54,000 0 0
ALLETE INC COM NEW 018522300 1,739 19,900 SH   SOLE   19,900 0 0
ALLIANT ENERGY CORP COM 018802108 1,500 27,823 SH   SOLE   27,823 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 1,551 32,961 SH   SOLE   32,961 0 0
ALLSTATE CORP COM 020002101 10,118 93,100 SH   SOLE   93,100 0 0
ALLY FINL INC COM 02005N100 2,407 72,584 SH   SOLE   72,584 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 886 11,018 SH   SOLE   11,018 0 0
ALPHABET INC CAP STK CL C 02079K107 76,450 62,715 SH   SOLE   62,715 0 0
ALPHABET INC CAP STK CL A 02079K305 50,922 41,700 SH   SOLE   41,700 0 0
ALTERYX INC COM CL A 02156B103 1,076 10,018 SH   SOLE   10,018 0 0
ALTRIA GROUP INC COM 02209S103 7,276 177,900 SH   SOLE   177,900 0 0
AMAZON COM INC COM 023135106 121,514 70,000 SH   SOLE   70,000 0 0
AMEDISYS INC COM 023436108 590 4,500 SH   SOLE   4,500 0 0
AMEREN CORP COM 023608102 2,407 30,071 SH   SOLE   30,071 0 0
AMERICAN ASSETS TR INC COM 024013104 1,725 36,913 SH   SOLE   36,913 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,717 208,827 SH   SOLE   208,827 0 0
AMERICAN ELEC PWR CO INC COM 025537101 6,933 74,000 SH   SOLE   74,000 0 0
AMERICAN EXPRESS CO COM 025816109 31,532 266,586 SH   SOLE   266,586 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 1,959 18,162 SH   SOLE   18,162 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 7,465 288,340 SH   SOLE   288,340 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 11,856 212,856 SH   SOLE   212,856 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 1,037 177,200 SH   SOLE   177,200 0 0
AMERICAN STS WTR CO COM 029899101 1,614 17,966 SH   SOLE   17,966 0 0
AMERICAN TOWER CORP NEW COM 03027X100 21,936 99,200 SH   SOLE   99,200 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 5,093 41,000 SH   SOLE   41,000 0 0
AMERICOLD RLTY TR COM 03064D108 1,944 52,452 SH   SOLE   52,452 0 0
AMERISAFE INC COM 03071H100 818 12,375 SH   SOLE   12,375 0 0
AMETEK INC NEW COM 031100100 8,342 90,851 SH   SOLE   90,851 0 0
AMGEN INC COM 031162100 20,002 103,366 SH   SOLE   103,366 0 0
AMPHENOL CORP NEW CL A 032095101 1,824 18,900 SH   SOLE   18,900 0 0
ANTHEM INC COM 036752103 17,806 74,160 SH   SOLE   74,160 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 5,115 98,101 SH   SOLE   98,101 0 0
APERGY CORP COM 03755L104 4,220 156,000 SH   SOLE   156,000 0 0
APPLE INC COM 037833100 170,441 761,000 SH   SOLE   761,000 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 2,404 145,000 SH   SOLE   145,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 911 16,036 SH   SOLE   16,036 0 0
APTARGROUP INC COM 038336103 2,262 19,100 SH   SOLE   19,100 0 0
AQUA AMERICA INC COM 03836W103 891 19,875 SH   SOLE   19,875 0 0
ARAMARK COM 03852U106 7,836 179,800 SH   SOLE   179,800 0 0
ARCH COAL INC CL A 039380407 1,246 16,786 SH   SOLE   16,786 0 0
ARCOSA INC COM 039653100 5,303 155,000 SH   SOLE   155,000 0 0
ARCONIC INC COM 03965L100 4,944 190,143 SH   SOLE   190,143 0 0
ATMOS ENERGY CORP COM 049560105 4,602 40,409 SH   SOLE   40,409 0 0
AUTODESK INC COM 052769106 5,952 40,300 SH   SOLE   40,300 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 3,579 43,052 SH   SOLE   43,052 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 13,430 83,200 SH   SOLE   83,200 0 0
AUTOZONE INC COM 053332102 8,894 8,200 SH   SOLE   8,200 0 0
AVALARA INC COM 05338G106 946 14,052 SH   SOLE   14,052 0 0
AVALONBAY CMNTYS INC COM 053484101 24,720 114,800 SH   SOLE   114,800 0 0
AVANOS MED INC COM 05350V106 5,619 150,000 SH   SOLE   150,000 0 0
AVERY DENNISON CORP COM 053611109 9,095 80,082 SH   SOLE   80,082 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 1,343 78,558 SH   SOLE   78,558 0 0
AXA EQUITABLE HLDGS INC COM 054561105 1,374 61,991 SH   SOLE   61,991 0 0
BB&T CORP COM 054937107 12,088 226,500 SH   SOLE   226,500 0 0
AZUL S A SPONSR ADR PFD 05501U106 652 18,208 SH   SOLE   18,208 0 0
BMC STK HLDGS INC COM 05591B109 1,402 53,562 SH   SOLE   53,562 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,748 83,000 SH   SOLE   83,000 0 0
BADGER METER INC COM 056525108 1,447 26,949 SH   SOLE   26,949 0 0
BAIDU INC SPON ADR REP A 056752108 2,815 27,390 SH   SOLE   27,390 0 0
BAIN CAP SPECIALTY FIN INC COM 05684B107 65,729 3,464,874 SH   SOLE   3,464,874 0 0
BAKER HUGHES A GE CO CL A 05722G100 2,028 87,400 SH   SOLE   87,400 0 0
BALL CORP COM 058498106 2,750 37,775 SH   SOLE   37,775 0 0
BANK AMER CORP COM 060505104 31,387 1,076,000 SH   SOLE   1,076,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 5,934 131,262 SH   SOLE   131,262 0 0
BARNES GROUP INC COM 067806109 521 10,100 SH   SOLE   10,100 0 0
BARRICK GOLD CORPORATION COM 067901108 5,605 323,400 SH   SOLE   323,400 0 0
BAUSCH HEALTH COS INC COM 071734107 765 35,000 SH   SOLE   35,000 0 0
BAXTER INTL INC COM 071813109 18,701 213,800 SH   SOLE   213,800 0 0
BECTON DICKINSON & CO COM 075887109 9,461 37,400 SH   SOLE   37,400 0 0
BEIGENE LTD SPONSORED ADR 07725L102 735 6,000 SH   SOLE   6,000 0 0
BELDEN INC COM 077454106 777 14,571 SH   SOLE   14,571 0 0
BERKLEY W R CORP COM 084423102 1,543 21,358 SH   SOLE   21,358 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,170 188,300 SH   SOLE   188,300 0 0
BEST BUY INC COM 086516101 1,355 19,641 SH   SOLE   19,641 0 0
BIO RAD LABS INC CL A 090572207 1,497 4,500 SH   SOLE   4,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,492 22,137 SH   SOLE   22,137 0 0
BIOGEN INC COM 09062X103 6,240 26,800 SH   SOLE   26,800 0 0
BJS RESTAURANTS INC COM 09180C106 1,353 34,834 SH   SOLE   34,834 0 0
BLACK KNIGHT INC COM 09215C105 7,409 121,338 SH   SOLE   121,338 0 0
BLACKROCK INC COM 09247X101 4,278 9,600 SH   SOLE   9,600 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 913 25,481 SH   SOLE   25,481 0 0
BLOCK H & R INC COM 093671105 3,567 151,000 SH   SOLE   151,000 0 0
BLOOMIN BRANDS INC COM 094235108 871 46,016 SH   SOLE   46,016 0 0
BLUEBIRD BIO INC COM 09609G100 605 6,590 SH   SOLE   6,590 0 0
BOEING CO COM 097023105 31,998 84,100 SH   SOLE   84,100 0 0
BOOKING HLDGS INC COM 09857L108 7,850 4,000 SH   SOLE   4,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,698 23,912 SH   SOLE   23,912 0 0
BORGWARNER INC COM 099724106 2,943 80,239 SH   SOLE   80,239 0 0
BOSTON PROPERTIES INC COM 101121101 12,038 92,840 SH   SOLE   92,840 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,851 340,400 SH   SOLE   340,400 0 0
BRADY CORP CL A 104674106 1,013 19,100 SH   SOLE   19,100 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 7,090 468,000 SH   SOLE   468,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 3,197 20,966 SH   SOLE   20,966 0 0
BRIGHTHOUSE FINL INC COM 10922N103 5,666 140,000 SH   SOLE   140,000 0 0
BRINKS CO COM 109696104 1,053 12,700 SH   SOLE   12,700 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 8,682 171,200 SH   SOLE   171,200 0 0
BROADCOM INC COM 11135F101 31,533 114,220 SH   SOLE   114,220 0 0
BROWN & BROWN INC COM 115236101 2,366 65,600 SH   SOLE   65,600 0 0
BROWN FORMAN CORP CL B 115637209 6,278 100,000 SH   SOLE   100,000 0 0
BRUKER CORP COM 116794108 2,604 59,283 SH   SOLE   59,283 0 0
BURLINGTON STORES INC COM 122017106 3,364 16,834 SH   SOLE   16,834 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 7,435 64,707 SH   SOLE   64,707 0 0
CDW CORP COM 12514G108 12,326 100,016 SH   SOLE   100,016 0 0
CF INDS HLDGS INC COM 125269100 2,787 56,656 SH   SOLE   56,656 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,077 12,700 SH   SOLE   12,700 0 0
CIGNA CORP NEW COM 125523100 8,075 53,200 SH   SOLE   53,200 0 0
CME GROUP INC COM 12572Q105 16,358 77,400 SH   SOLE   77,400 0 0
CMS ENERGY CORP COM 125896100 4,175 65,286 SH   SOLE   65,286 0 0
CNOOC LTD SPONSORED ADR 126132109 4,644 30,500 SH   SOLE   30,500 0 0
CSX CORP COM 126408103 2,965 42,800 SH   SOLE   42,800 0 0
CVS HEALTH CORP COM 126650100 21,402 339,335 SH   SOLE   339,335 0 0
CABLE ONE INC COM 12685J105 10,282 8,195 SH   SOLE   8,195 0 0
CABOT OIL & GAS CORP COM 127097103 2,300 130,919 SH   SOLE   130,919 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 2,001 14,167 SH   SOLE   14,167 0 0
CACI INTL INC CL A 127190304 5,146 22,252 SH   SOLE   22,252 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,295 65,002 SH   SOLE   65,002 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,114 21,050 SH   SOLE   21,050 0 0
CAMDEN PPTY TR SH BEN INT 133131102 26,565 239,306 SH   SOLE   239,306 0 0
CARETRUST REIT INC COM 14174T107 2,374 101,000 SH   SOLE   101,000 0 0
CARLISLE COS INC COM 142339100 6,331 43,500 SH   SOLE   43,500 0 0
CAROLINA FINL CORP NEW COM 143873107 1,753 49,330 SH   SOLE   49,330 0 0
CASEYS GEN STORES INC COM 147528103 840 5,212 SH   SOLE   5,212 0 0
CATALENT INC COM 148806102 2,145 45,000 SH   SOLE   45,000 0 0
CATERPILLAR INC DEL COM 149123101 6,189 49,000 SH   SOLE   49,000 0 0
CELANESE CORP DEL COM 150870103 2,033 16,628 SH   SOLE   16,628 0 0
CELGENE CORP COM 151020104 10,357 104,300 SH   SOLE   104,300 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,880 62,278 SH   SOLE   62,278 0 0
CENTRAL PAC FINL CORP COM NEW 154760409 1,466 51,606 SH   SOLE   51,606 0 0
CERNER CORP COM 156782104 184 2,700 SH   SOLE   2,700 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 8 870 SH   SOLE   870 0 0
CHARLES RIV LABS INTL INC COM 159864107 887 6,700 SH   SOLE   6,700 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,303 25,000 SH   SOLE   25,000 0 0
CHEMED CORP NEW COM 16359R103 1,044 2,500 SH   SOLE   2,500 0 0
CHEMOCENTRYX INC COM 16383L106 777 114,603 SH   SOLE   114,603 0 0
CHEVRON CORP NEW COM 166764100 51,700 435,915 SH   SOLE   435,915 0 0
CHILDRENS PL INC COM 168905107 1,486 19,300 SH   SOLE   19,300 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 7,825 189,000 SH   SOLE   189,000 0 0
CHURCH & DWIGHT INC COM 171340102 1,211 16,098 SH   SOLE   16,098 0 0
CHURCHILL DOWNS INC COM 171484108 2,802 22,700 SH   SOLE   22,700 0 0
CIENA CORP COM NEW 171779309 2,435 62,073 SH   SOLE   62,073 0 0
CINCINNATI FINL CORP COM 172062101 2,468 21,150 SH   SOLE   21,150 0 0
CINEMARK HOLDINGS INC COM 17243V102 2,187 56,600 SH   SOLE   56,600 0 0
CISCO SYS INC COM 17275R102 28,356 573,900 SH   SOLE   573,900 0 0
CINTAS CORP COM 172908105 1,569 5,851 SH   SOLE   5,851 0 0
CITIGROUP INC COM NEW 172967424 18,748 271,400 SH   SOLE   271,400 0 0
CITIZENS FINL GROUP INC COM 174610105 6,971 197,075 SH   SOLE   197,075 0 0
COCA COLA CONSOLIDATED INC COM 191098102 395 1,300 SH   SOLE   1,300 0 0
COCA COLA CO COM 191216100 38,375 704,900 SH   SOLE   704,900 0 0
COGNEX CORP COM 192422103 4,004 81,500 SH   SOLE   81,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,062 84,000 SH   SOLE   84,000 0 0
COHERENT INC COM 192479103 1,383 9,000 SH   SOLE   9,000 0 0
COLGATE PALMOLIVE CO COM 194162103 9,681 131,700 SH   SOLE   131,700 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 2,115 100,000 SH   SOLE   100,000 0 0
COMFORT SYS USA INC COM 199908104 1,524 34,457 SH   SOLE   34,457 0 0
COMCAST CORP NEW CL A 20030N101 51,300 1,137,987 SH   SOLE   1,137,987 0 0
COMMERCE BANCSHARES INC COM 200525103 752 12,400 SH   SOLE   12,400 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 126 5,694 SH   SOLE   5,694 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 2,657 175,000 SH   SOLE   175,000 0 0
CONCHO RES INC COM 20605P101 197 2,900 SH   SOLE   2,900 0 0
CONDUENT INC COM 206787103 1,841 296,000 SH   SOLE   296,000 0 0
CONMED CORP COM 207410101 1,154 12,000 SH   SOLE   12,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,830 23,300 SH   SOLE   23,300 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 1,082 39,653 SH   SOLE   39,653 0 0
COOPER COS INC COM NEW 216648402 2,639 8,886 SH   SOLE   8,886 0 0
COPART INC COM 217204106 1,197 14,900 SH   SOLE   14,900 0 0
CORESITE RLTY CORP COM 21870Q105 2,679 21,988 SH   SOLE   21,988 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 3,425 115,000 SH   SOLE   115,000 0 0
CORTEVA INC COM 22052L104 10,696 382,017 SH   SOLE   382,017 0 0
COSTCO WHSL CORP NEW COM 22160K105 24,259 84,200 SH   SOLE   84,200 0 0
COSTAR GROUP INC COM 22160N109 2,564 4,322 SH   SOLE   4,322 0 0
COTT CORP QUE COM 22163N106 931 74,691 SH   SOLE   74,691 0 0
COTY INC COM CL A 222070203 415 39,504 SH   SOLE   39,504 0 0
COUSINS PPTYS INC COM NEW 222795502 4,838 128,700 SH   SOLE   128,700 0 0
CRANE CO COM 224399105 1,925 23,869 SH   SOLE   23,869 0 0
CREDIT ACCEP CORP MICH COM 225310101 997 2,162 SH   SOLE   2,162 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 8,660 62,300 SH   SOLE   62,300 0 0
CROWN HOLDINGS INC COM 228368106 2,579 39,038 SH   SOLE   39,038 0 0
CUBESMART COM 229663109 7,052 202,073 SH   SOLE   202,073 0 0
CULLEN FROST BANKERS INC COM 229899109 1,682 19,000 SH   SOLE   19,000 0 0
CUMMINS INC COM 231021106 6,832 42,000 SH   SOLE   42,000 0 0
CURTISS WRIGHT CORP COM 231561101 1,425 11,018 SH   SOLE   11,018 0 0
CYTOKINETICS INC COM NEW 23282W605 1,017 89,358 SH   SOLE   89,358 0 0
CYRUSONE INC COM 23283R100 8,359 105,676 SH   SOLE   105,676 0 0
DBX ETF TR XTRACKERS HIGH 233051259 142,721 2,950,000 PRN   SOLE   2,950,000 0 0
DBX ETF TR XTRACKERS LOW 233051267 139,013 2,750,000 PRN   SOLE   2,750,000 0 0
DBX ETF TR XTRACK USD HIGH 233051432 5,008 100,000 PRN   SOLE   100,000 0 0
DTE ENERGY CO COM 233331107 2,847 21,414 SH   SOLE   21,414 0 0
DXC TECHNOLOGY CO COM 23355L106 1,901 64,427 SH   SOLE   64,427 0 0
DANAHER CORPORATION COM 235851102 16,090 111,400 SH   SOLE   111,400 0 0
DARDEN RESTAURANTS INC COM 237194105 1,824 15,428 SH   SOLE   15,428 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,532 39,327 SH   SOLE   39,327 0 0
DAVITA INC COM 23918K108 6,865 120,289 SH   SOLE   120,289 0 0
DECKERS OUTDOOR CORP COM 243537107 2,309 15,670 SH   SOLE   15,670 0 0
DEERE & CO COM 244199105 12,904 76,499 SH   SOLE   76,499 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,229 23,700 SH   SOLE   23,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,319 109,700 SH   SOLE   109,700 0 0
DENTSPLY SIRONA INC COM 24906P109 1,897 35,581 SH   SOLE   35,581 0 0
DEXCOM INC COM 252131107 1,644 11,018 SH   SOLE   11,018 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,074 193,200 SH   SOLE   193,200 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 974 95,000 SH   SOLE   95,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,802 97,900 SH   SOLE   97,900 0 0
DICKS SPORTING GOODS INC COM 253393102 1,926 47,200 SH   SOLE   47,200 0 0
DIGITAL RLTY TR INC COM 253868103 17,239 132,799 SH   SOLE   132,799 0 0
DISNEY WALT CO COM DISNEY 254687106 36,815 282,500 SH   SOLE   282,500 0 0
DISCOVER FINL SVCS COM 254709108 9,658 119,100 SH   SOLE   119,100 0 0
DOLLAR GEN CORP NEW COM 256677105 26,420 166,227 SH   SOLE   166,227 0 0
DOMINION ENERGY INC COM 25746U109 11,791 145,502 SH   SOLE   145,502 0 0
DOMINOS PIZZA INC COM 25754A201 1,614 6,600 SH   SOLE   6,600 0 0
DONALDSON INC COM 257651109 1,193 22,900 SH   SOLE   22,900 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 4,164 338,000 SH   SOLE   338,000 0 0
DOUGLAS EMMETT INC COM 25960P109 6,054 141,342 SH   SOLE   141,342 0 0
DOVER CORP COM 260003108 981 9,851 SH   SOLE   9,851 0 0
DOW INC COM 260557103 205 4,300 SH   SOLE   4,300 0 0
DUKE REALTY CORP COM NEW 264411505 6,185 182,081 SH   SOLE   182,081 0 0
DUNKIN BRANDS GROUP INC COM 265504100 3,785 47,700 SH   SOLE   47,700 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,121 57,792 SH   SOLE   57,792 0 0
EOG RES INC COM 26875P101 11,131 149,974 SH   SOLE   149,974 0 0
EPR PPTYS COM SH BEN INT 26884U109 4,608 59,949 SH   SOLE   59,949 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 1,749 40,025 SH   SOLE   40,025 0 0
EAGLE MATERIALS INC COM 26969P108 2,025 22,500 SH   SOLE   22,500 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 1,577 74,050 SH   SOLE   74,050 0 0
EASTMAN CHEMICAL CO COM 277432100 4,987 67,541 SH   SOLE   67,541 0 0
EBAY INC COM 278642103 4,888 125,400 SH   SOLE   125,400 0 0
ECOLAB INC COM 278865100 2,238 11,300 SH   SOLE   11,300 0 0
ECOPETROL S A SPONSORED ADS 279158109 2,111 123,957 SH   SOLE   123,957 0 0
EDISON INTL COM 281020107 7,548 100,073 SH   SOLE   100,073 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 15,064 68,500 SH   SOLE   68,500 0 0
EHEALTH INC COM 28238P109 368 5,508 SH   SOLE   5,508 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 5,934 223,159 SH   SOLE   223,159 0 0
ELDORADO RESORTS INC COM 28470R102 1,074 26,948 SH   SOLE   26,948 0 0
EMBRAER S A SPONSORED ADS 29082A107 2,294 133,000 SH   SOLE   133,000 0 0
EMCOR GROUP INC COM 29084Q100 1,140 13,234 SH   SOLE   13,234 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,204 23,035 SH   SOLE   23,035 0 0
ENDAVA PLC ADS 29260V105 658 17,376 SH   SOLE   17,376 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,139 18,000 SH   SOLE   18,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 5,840 134,000 SH   SOLE   134,000 0 0
ENERSYS COM 29275Y102 1,101 16,700 SH   SOLE   16,700 0 0
ENPRO INDS INC COM 29355X107 1,001 14,588 SH   SOLE   14,588 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 463 11,358 SH   SOLE   11,358 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 8,323 291,212 SH   SOLE   291,212 0 0
ENVESTNET INC COM 29404K106 1,667 29,400 SH   SOLE   29,400 0 0
EPAM SYS INC COM 29414B104 2,009 11,018 SH   SOLE   11,018 0 0
EQUIFAX INC COM 294429105 6,049 43,000 SH   SOLE   43,000 0 0
EQUINIX INC COM 29444U700 14,270 24,740 SH   SOLE   24,740 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 2,765 190,000 SH   SOLE   190,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 4,675 136,500 SH   SOLE   136,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 10,336 77,363 SH   SOLE   77,363 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 18,201 211,000 SH   SOLE   211,000 0 0
ERICSSON ADR B SEK 10 294821608 2,011 252,000 SH   SOLE   252,000 0 0
ERIE INDTY CO CL A 29530P102 620 3,342 SH   SOLE   3,342 0 0
ESCO TECHNOLOGIES INC COM 296315104 940 11,818 SH   SOLE   11,818 0 0
ETSY INC COM 29786A106 1,768 31,289 SH   SOLE   31,289 0 0
EVERCORE INC CLASS A 29977A105 2,523 31,500 SH   SOLE   31,500 0 0
EVERBRIDGE INC COM 29978A104 3,432 55,617 SH   SOLE   55,617 0 0
EVERSOURCE ENERGY COM 30040W108 4,132 48,342 SH   SOLE   48,342 0 0
EXACT SCIENCES CORP COM 30063P105 1,396 15,446 SH   SOLE   15,446 0 0
EXELON CORP COM 30161N101 6,952 143,894 SH   SOLE   143,894 0 0
EXELIXIS INC COM 30161Q104 656 37,100 SH   SOLE   37,100 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,390 18,707 SH   SOLE   18,707 0 0
EXPONENT INC COM 30214U102 2,173 31,082 SH   SOLE   31,082 0 0
EXTRA SPACE STORAGE INC COM 30225T102 9,579 82,000 SH   SOLE   82,000 0 0
EXXON MOBIL CORP COM 30231G102 35,672 505,200 SH   SOLE   505,200 0 0
FLIR SYS INC COM 302445101 6,206 118,000 SH   SOLE   118,000 0 0
F M C CORP COM NEW 302491303 2,821 32,171 SH   SOLE   32,171 0 0
FTI CONSULTING INC COM 302941109 2,630 24,818 SH   SOLE   24,818 0 0
FACEBOOK INC CL A 30303M102 78,961 443,400 SH   SOLE   443,400 0 0
FAIR ISAAC CORP COM 303250104 2,276 7,500 SH   SOLE   7,500 0 0
FASTENAL CO COM 311900104 1,949 59,653 SH   SOLE   59,653 0 0
FEDERAL SIGNAL CORP COM 313855108 1,476 45,079 SH   SOLE   45,079 0 0
FEDEX CORP COM 31428X106 4,367 30,000 SH   SOLE   30,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,347 115,600 SH   SOLE   115,600 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 9,683 218,043 SH   SOLE   218,043 0 0
FIFTH THIRD BANCORP COM 316773100 2,512 91,751 SH   SOLE   91,751 0 0
FIRST AMERN FINL CORP COM 31847R102 9,349 158,425 SH   SOLE   158,425 0 0
FIRST BANCORP P R COM NEW 318672706 1,277 127,969 SH   SOLE   127,969 0 0
FIRST HORIZON NATL CORP COM 320517105 1,976 121,996 SH   SOLE   121,996 0 0
FIRST HAWAIIAN INC COM 32051X108 526 19,700 SH   SOLE   19,700 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 8,556 216,276 SH   SOLE   216,276 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,167 22,409 SH   SOLE   22,409 0 0
FIRST SOLAR INC COM 336433107 3,069 52,900 SH   SOLE   52,900 0 0
FIRSTCASH INC COM 33767D105 4,639 50,600 SH   SOLE   50,600 0 0
FIRSTENERGY CORP COM 337932107 1,273 26,400 SH   SOLE   26,400 0 0
FIVE BELOW INC COM 33829M101 2,913 23,100 SH   SOLE   23,100 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,540 12,345 SH   SOLE   12,345 0 0
FLUOR CORP NEW COM 343412102 3,883 203,000 SH   SOLE   203,000 0 0
FLY LEASING LTD SPONSORED ADR 34407D109 618 30,146 SH   SOLE   30,146 0 0
FORTIVE CORP COM 34959J108 5,485 80,000 SH   SOLE   80,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 4,588 162,245 SH   SOLE   162,245 0 0
FOX CORP CL B COM 35137L204 245 7,766 SH   SOLE   7,766 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,186 19,062 SH   SOLE   19,062 0 0
FRANKLIN ELEC INC COM 353514102 702 14,693 SH   SOLE   14,693 0 0
FRESHPET INC COM 358039105 921 18,497 SH   SOLE   18,497 0 0
FRONTDOOR INC COM 35905A109 5,148 106,000 SH   SOLE   106,000 0 0
FULLER H B CO COM 359694106 2,094 44,966 SH   SOLE   44,966 0 0
FULTON FINL CORP PA COM 360271100 828 51,150 SH   SOLE   51,150 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 2,849 148,000 SH   SOLE   148,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 2,285 57,000 SH   SOLE   57,000 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 3,228 28,062 SH   SOLE   28,062 0 0
G-III APPAREL GROUP LTD COM 36237H101 1,302 50,508 SH   SOLE   50,508 0 0
GALAPAGOS NV SPON ADR 36315X101 3,203 20,983 SH   SOLE   20,983 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,708 30,236 SH   SOLE   30,236 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 11,233 293,742 SH   SOLE   293,742 0 0
GARDNER DENVER HLDGS INC COM 36555P107 437 15,446 SH   SOLE   15,446 0 0
GARTNER INC COM 366651107 2,387 16,691 SH   SOLE   16,691 0 0
GENERAC HLDGS INC COM 368736104 1,796 22,924 SH   SOLE   22,924 0 0
GENERAL DYNAMICS CORP COM 369550108 10,032 54,900 SH   SOLE   54,900 0 0
GENERAL ELECTRIC CO COM 369604103 17,025 1,904,347 SH   SOLE   1,904,347 0 0
GILEAD SCIENCES INC COM 375558103 6,142 96,900 SH   SOLE   96,900 0 0
GLACIER BANCORP INC NEW COM 37637Q105 1,639 40,500 SH   SOLE   40,500 0 0
GLOBAL PMTS INC COM 37940X102 12,842 80,767 SH   SOLE   80,767 0 0
GLOBE LIFE INC COM 37959E102 1,382 14,428 SH   SOLE   14,428 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 83 16,911 SH   SOLE   16,911 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 12,931 62,400 SH   SOLE   62,400 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,644 24,622 SH   SOLE   24,622 0 0
GRACO INC COM 384109104 1,634 35,500 SH   SOLE   35,500 0 0
GRAINGER W W INC COM 384802104 964 3,244 SH   SOLE   3,244 0 0
GRANITE PT MTG TR INC COM 38741L107 673 35,933 SH   SOLE   35,933 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206 41 1,227 SH   SOLE   1,227 0 0
GRAY TELEVISION INC COM 389375106 733 44,898 SH   SOLE   44,898 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 3,836 36,400 SH   SOLE   36,400 0 0
HCA HEALTHCARE INC COM 40412C101 5,720 47,500 SH   SOLE   47,500 0 0
HCP INC COM 40414L109 25,173 706,523 SH   SOLE   706,523 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 5,144 90,172 SH   SOLE   90,172 0 0
HD SUPPLY HLDGS INC COM 40416M105 928 23,700 SH   SOLE   23,700 0 0
HAEMONETICS CORP COM 405024100 1,413 11,200 SH   SOLE   11,200 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 1,601 99,000 SH   SOLE   99,000 0 0
HANOVER INS GROUP INC COM 410867105 2,331 17,200 SH   SOLE   17,200 0 0
HARMONY GOLD MNG LTD SPONSORED ADR 413216300 199 70,118 SH   SOLE   70,118 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 2,700 44,550 SH   SOLE   44,550 0 0
HEALTHCARE RLTY TR COM 421946104 10,106 301,659 SH   SOLE   301,659 0 0
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 5,358 277,785 SH   SOLE   277,785 0 0
HEICO CORP NEW COM 422806109 661 5,295 SH   SOLE   5,295 0 0
HERSHEY CO COM 427866108 13,159 84,900 SH   SOLE   84,900 0 0
HESS CORP COM 42809H107 16,431 271,669 SH   SOLE   271,669 0 0
HEXCEL CORP NEW COM 428291108 1,662 20,236 SH   SOLE   20,236 0 0
HIBBETT SPORTS INC COM 428567101 1,646 71,869 SH   SOLE   71,869 0 0
HIGHWOODS PPTYS INC COM 431284108 5,117 113,860 SH   SOLE   113,860 0 0
HILL ROM HLDGS INC COM 431475102 2,717 25,818 SH   SOLE   25,818 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,240 88,500 SH   SOLE   88,500 0 0
HOLOGIC INC COM 436440101 2,578 51,063 SH   SOLE   51,063 0 0
HOME DEPOT INC COM 437076102 47,471 204,600 SH   SOLE   204,600 0 0
HONEYWELL INTL INC COM 438516106 26,564 157,000 SH   SOLE   157,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 5,547 320,800 SH   SOLE   320,800 0 0
HUBBELL INC COM 443510607 1,590 12,100 SH   SOLE   12,100 0 0
HUDSON PAC PPTYS INC COM 444097109 5,183 154,900 SH   SOLE   154,900 0 0
HUMANA INC COM 444859102 7,440 29,100 SH   SOLE   29,100 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,247 56,455 SH   SOLE   56,455 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 8,624 40,720 SH   SOLE   40,720 0 0
IAC INTERACTIVECORP COM 44919P508 3,423 15,703 SH   SOLE   15,703 0 0
IAA INC COM 449253103 4,090 98,000 SH   SOLE   98,000 0 0
ICU MED INC COM 44930G107 287 1,800 SH   SOLE   1,800 0 0
IPG PHOTONICS CORP COM 44980X109 2,210 16,300 SH   SOLE   16,300 0 0
ITT INC COM 45073V108 2,185 35,707 SH   SOLE   35,707 0 0
IDEX CORP COM 45167R104 2,173 13,260 SH   SOLE   13,260 0 0
IDEXX LABS INC COM 45168D104 3,014 11,082 SH   SOLE   11,082 0 0
ILLUMINA INC COM 452327109 1,734 5,700 SH   SOLE   5,700 0 0
IMMUNOGEN INC COM 45253H101 504 208,100 SH   SOLE   208,100 0 0
IMMUNOMEDICS INC COM 452907108 2,287 172,494 SH   SOLE   172,494 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 399 18,780 SH   SOLE   18,780 0 0
INFOSYS LTD SPONSORED ADR 456788108 82 7,239 SH   SOLE   7,239 0 0
INGEVITY CORP COM 45688C107 5,260 62,000 SH   SOLE   62,000 0 0
INGREDION INC COM 457187102 2,035 24,900 SH   SOLE   24,900 0 0
INNOPHOS HOLDINGS INC COM 45774N108 1,646 50,700 SH   SOLE   50,700 0 0
INSPERITY INC COM 45778Q107 1,329 13,472 SH   SOLE   13,472 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 718 7,769 SH   SOLE   7,769 0 0
INTEL CORP COM 458140100 27,970 542,800 SH   SOLE   542,800 0 0
INTER PARFUMS INC COM 458334109 482 6,886 SH   SOLE   6,886 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 14,514 157,300 SH   SOLE   157,300 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 1,345 34,834 SH   SOLE   34,834 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,071 55,500 SH   SOLE   55,500 0 0
INTL PAPER CO COM 460146103 2,760 66,000 SH   SOLE   66,000 0 0
INTUIT COM 461202103 12,526 47,100 SH   SOLE   47,100 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,425 11,900 SH   SOLE   11,900 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,942 32,409 SH   SOLE   32,409 0 0
IQVIA HLDGS INC COM 46266C105 9,964 66,700 SH   SOLE   66,700 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 932 43,818 SH   SOLE   43,818 0 0
ISHARES INC MSCI CDA ETF 464286509 101 3,500 SH   SOLE   3,500 0 0
ISHARES TR RUS MID CAP ETF 464287499 4,873 87,100 SH   SOLE   87,100 0 0
ISHARES TR U.S. REAL ES ETF 464287739 2,825 30,200 SH   SOLE   30,200 0 0
ISHARES TR CORE S&P SCP ETF 464287804 8,018 103,000 SH   SOLE   103,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 11,335 100,000 PRN   SOLE   100,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 8,717 100,000 PRN   SOLE   100,000 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 1,551 50,900 SH   SOLE   50,900 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 2,846 338,453 SH   SOLE   338,453 0 0
JBG SMITH PPTYS COM 46590V100 9,724 248,000 SH   SOLE   248,000 0 0
JPMORGAN CHASE & CO COM 46625H100 73,300 622,823 SH   SOLE   622,823 0 0
JACOBS ENGR GROUP INC COM 469814107 15,193 166,043 SH   SOLE   166,043 0 0
JD COM INC SPON ADR CL A 47215P106 4,611 163,448 SH   SOLE   163,448 0 0
JEFFERIES FINL GROUP INC COM 47233W109 778 42,286 SH   SOLE   42,286 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 464 29,100 SH   SOLE   29,100 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 870 8,752 SH   SOLE   8,752 0 0
JOHNSON & JOHNSON COM 478160104 46,784 361,600 SH   SOLE   361,600 0 0
JONES LANG LASALLE INC COM 48020Q107 932 6,700 SH   SOLE   6,700 0 0
KAR AUCTION SVCS INC COM 48238T109 428 17,414 SH   SOLE   17,414 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 3,541 99,141 SH   SOLE   99,141 0 0
KKR & CO INC CL A 48251W104 1,499 55,846 SH   SOLE   55,846 0 0
KT CORP SPONSORED ADR 48268K101 356 31,468 SH   SOLE   31,468 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 1,827 18,457 SH   SOLE   18,457 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,474 11,082 SH   SOLE   11,082 0 0
KEMET CORP COM NEW 488360207 2,205 121,282 SH   SOLE   121,282 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 15,163 155,919 SH   SOLE   155,919 0 0
KILROY RLTY CORP COM 49427F108 6,029 77,400 SH   SOLE   77,400 0 0
KIMBERLY CLARK CORP COM 494368103 12,728 89,600 SH   SOLE   89,600 0 0
KIMCO RLTY CORP COM 49446R109 4,465 213,828 SH   SOLE   213,828 0 0
KINDER MORGAN INC DEL COM 49456B101 6,096 295,800 SH   SOLE   295,800 0 0
KNOWLES CORP COM 49926D109 5,492 270,000 SH   SOLE   270,000 0 0
KOHLS CORP COM 500255104 2,443 49,196 SH   SOLE   49,196 0 0
KONTOOR BRANDS INC COM 50050N103 5,078 144,666 SH   SOLE   144,666 0 0
KOPPERS HOLDINGS INC COM 50060P106 1,019 34,900 SH   SOLE   34,900 0 0
KORN FERRY COM NEW 500643200 216 5,600 SH   SOLE   5,600 0 0
LKQ CORP COM 501889208 1,381 43,900 SH   SOLE   43,900 0 0
LPL FINL HLDGS INC COM 50212V100 9,663 117,988 SH   SOLE   117,988 0 0
LTC PPTYS INC COM 502175102 2,151 42,000 SH   SOLE   42,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 20,196 96,800 SH   SOLE   96,800 0 0
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 503459604 765 86,890 SH   SOLE   86,890 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,424 14,428 SH   SOLE   14,428 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,212 27,000 SH   SOLE   27,000 0 0
LAMB WESTON HLDGS INC COM 513272104 15,132 208,082 SH   SOLE   208,082 0 0
LANCASTER COLONY CORP COM 513847103 422 3,047 SH   SOLE   3,047 0 0
LANDSTAR SYS INC COM 515098101 605 5,375 SH   SOLE   5,375 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 996 54,498 SH   SOLE   54,498 0 0
LAUDER ESTEE COS INC CL A 518439104 9,231 46,400 SH   SOLE   46,400 0 0
LEAR CORP COM NEW 521865204 1,810 15,348 SH   SOLE   15,348 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 830 19,062 SH   SOLE   19,062 0 0
LEIDOS HLDGS INC COM 525327102 9,365 109,050 SH   SOLE   109,050 0 0
LENNOX INTL INC COM 526107107 607 2,500 SH   SOLE   2,500 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 80 7,987 SH   SOLE   7,987 0 0
LEXINGTON REALTY TRUST COM 529043101 1,711 166,894 SH   SOLE   166,894 0 0
LIBERTY PPTY TR SH BEN INT 531172104 5,626 109,603 SH   SOLE   109,603 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,272 12,779 SH   SOLE   12,779 0 0
LIFE STORAGE INC COM 53223X107 10,712 101,622 SH   SOLE   101,622 0 0
LILLY ELI & CO COM 532457108 16,517 147,700 SH   SOLE   147,700 0 0
LINCOLN ELEC HLDGS INC COM 533900106 842 9,700 SH   SOLE   9,700 0 0
LITHIA MTRS INC CL A 536797103 2,118 16,000 SH   SOLE   16,000 0 0
LITTELFUSE INC COM 537008104 1,489 8,400 SH   SOLE   8,400 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,282 34,400 SH   SOLE   34,400 0 0
LIVENT CORP COM 53814L108 2,214 331,000 SH   SOLE   331,000 0 0
LOCKHEED MARTIN CORP COM 539830109 31,244 80,100 SH   SOLE   80,100 0 0
LOEWS CORP COM 540424108 958 18,600 SH   SOLE   18,600 0 0
LOGMEIN INC COM 54142L109 3,548 50,000 SH   SOLE   50,000 0 0
LOUISIANA PAC CORP COM 546347105 1,300 52,900 SH   SOLE   52,900 0 0
LOWES COS INC COM 548661107 18,706 170,116 SH   SOLE   170,116 0 0
LUMENTUM HLDGS INC COM 55024U109 8,280 154,600 SH   SOLE   154,600 0 0
MGP INGREDIENTS INC NEW COM 55303J106 934 18,792 SH   SOLE   18,792 0 0
MKS INSTRUMENT INC COM 55306N104 2,233 24,200 SH   SOLE   24,200 0 0
MSA SAFETY INC COM 553498106 949 8,700 SH   SOLE   8,700 0 0
MSCI INC COM 55354G100 3,909 17,951 SH   SOLE   17,951 0 0
MACERICH CO COM 554382101 3,352 106,100 SH   SOLE   106,100 0 0
MACYS INC COM 55616P104 1,228 79,000 SH   SOLE   79,000 0 0
MADDEN STEVEN LTD COM 556269108 1,686 47,114 SH   SOLE   47,114 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 5,270 20,000 SH   SOLE   20,000 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 4,778 72,100 SH   SOLE   72,100 0 0
MARKEL CORP COM 570535104 1,655 1,400 SH   SOLE   1,400 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,186 3,622 SH   SOLE   3,622 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 1,510 14,571 SH   SOLE   14,571 0 0
MASCO CORP COM 574599106 2,181 52,329 SH   SOLE   52,329 0 0
MASIMO CORP COM 574795100 1,845 12,400 SH   SOLE   12,400 0 0
MASTEC INC COM 576323109 1,437 22,137 SH   SOLE   22,137 0 0
MASTERCARD INC CL A 57636Q104 54,531 200,800 SH   SOLE   200,800 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,230 7,867 SH   SOLE   7,867 0 0
MCDONALDS CORP COM 580135101 31,906 148,600 SH   SOLE   148,600 0 0
MCGRATH RENTCORP COM 580589109 479 6,886 SH   SOLE   6,886 0 0
MCKESSON CORP COM 58155Q103 3,662 26,800 SH   SOLE   26,800 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 2,051 104,841 SH   SOLE   104,841 0 0
MEDIFAST INC COM 58470H101 929 8,966 SH   SOLE   8,966 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 723 7,900 SH   SOLE   7,900 0 0
MERCK & CO INC COM 58933Y105 31,374 372,700 SH   SOLE   372,700 0 0
MERITOR INC COM 59001K100 883 47,722 SH   SOLE   47,722 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,129 4,442 SH   SOLE   4,442 0 0
MICROSOFT CORP COM 594918104 178,876 1,286,603 SH   SOLE   1,286,603 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 9,033 97,222 SH   SOLE   97,222 0 0
MICRON TECHNOLOGY INC COM 595112103 6,890 160,800 SH   SOLE   160,800 0 0
MID AMER APT CMNTYS INC COM 59522J103 25,287 194,498 SH   SOLE   194,498 0 0
MOHAWK INDS INC COM 608190104 954 7,688 SH   SOLE   7,688 0 0
MOLINA HEALTHCARE INC COM 60855R100 735 6,700 SH   SOLE   6,700 0 0
MOLSON COORS BREWING CO CL B 60871R209 1,019 17,723 SH   SOLE   17,723 0 0
MONDELEZ INTL INC CL A 609207105 17,481 316,000 SH   SOLE   316,000 0 0
MONGODB INC CL A 60937P106 1,600 13,282 SH   SOLE   13,282 0 0
MOODYS CORP COM 615369105 9,197 44,900 SH   SOLE   44,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 5,964 35,000 SH   SOLE   35,000 0 0
NVR INC COM 62944T105 1,487 400 SH   SOLE   400 0 0
NATIONAL BK HLDGS CORP CL A 633707104 961 28,100 SH   SOLE   28,100 0 0
NATIONAL BEVERAGE CORP COM 635017106 484 10,919 SH   SOLE   10,919 0 0
NATIONAL HEALTH INVS INC COM 63633D104 3,757 45,600 SH   SOLE   45,600 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 6,509 115,400 SH   SOLE   115,400 0 0
NAVIENT CORPORATION COM 63938C108 3,344 261,248 SH   SOLE   261,248 0 0
NEKTAR THERAPEUTICS COM 640268108 4,484 246,150 SH   SOLE   246,150 0 0
NETFLIX INC COM 64110L106 11,936 44,600 SH   SOLE   44,600 0 0
NETEASE INC SPONSORED ADS 64110W102 4,735 17,788 SH   SOLE   17,788 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 3,642 40,418 SH   SOLE   40,418 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 4,209 38,000 SH   SOLE   38,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 6,103 486,317 SH   SOLE   486,317 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 7,508 198,000 SH   SOLE   198,000 0 0
NICE LTD SPONSORED ADR 653656108 2,692 18,720 SH   SOLE   18,720 0 0
NIKE INC CL B 654106103 21,517 229,100 SH   SOLE   229,100 0 0
NLIGHT INC COM 65487K100 1,498 95,643 SH   SOLE   95,643 0 0
NOKIA CORP SPONSORED ADR 654902204 2,297 454,000 SH   SOLE   454,000 0 0
NOBLE ENERGY INC COM 655044105 2,560 114,000 SH   SOLE   114,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 6,899 38,400 SH   SOLE   38,400 0 0
NORTHERN TR CORP COM 665859104 8,601 92,162 SH   SOLE   92,162 0 0
NORTHROP GRUMMAN CORP COM 666807102 20,426 54,500 SH   SOLE   54,500 0 0
NORTHWEST NAT HLDG CO COM 66765N105 883 12,375 SH   SOLE   12,375 0 0
NORTHWESTERN CORP COM NEW 668074305 916 12,199 SH   SOLE   12,199 0 0
NOVO-NORDISK A S ADR 670100205 4,653 90,000 SH   SOLE   90,000 0 0
NVIDIA CORP COM 67066G104 13,699 78,700 SH   SOLE   78,700 0 0
OGE ENERGY CORP COM 670837103 1,477 32,540 SH   SOLE   32,540 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 9,325 23,400 SH   SOLE   23,400 0 0
OSI SYSTEMS INC COM 671044105 801 7,883 SH   SOLE   7,883 0 0
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 298 9,717 SH   SOLE   9,717 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 8,278 48,700 SH   SOLE   48,700 0 0
OLD REP INTL CORP COM 680223104 2,414 102,400 SH   SOLE   102,400 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1,683 28,700 SH   SOLE   28,700 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 6,269 150,000 SH   SOLE   150,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,865 461,454 SH   SOLE   461,454 0 0
ONE GAS INC COM 68235P108 7,487 77,900 SH   SOLE   77,900 0 0
ONEOK INC NEW COM 682680103 8,261 112,100 SH   SOLE   112,100 0 0
ORACLE CORP COM 68389X105 22,765 413,675 SH   SOLE   413,675 0 0
ORBCOMM INC COM 68555P100 353 74,066 SH   SOLE   74,066 0 0
OSHKOSH CORP COM 688239201 1,478 19,500 SH   SOLE   19,500 0 0
OTTER TAIL CORP COM 689648103 553 10,282 SH   SOLE   10,282 0 0
OUTFRONT MEDIA INC COM 69007J106 1,546 55,650 SH   SOLE   55,650 0 0
OWENS CORNING NEW COM 690742101 5,258 83,200 SH   SOLE   83,200 0 0
OXFORD INDS INC COM 691497309 1,575 21,969 SH   SOLE   21,969 0 0
PBF ENERGY INC CL A 69318G106 2,064 75,912 SH   SOLE   75,912 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,391 67,000 SH   SOLE   67,000 0 0
PPDAI GROUP INC SPONSORED ADR 69354V108 92 31,594 SH   SOLE   31,594 0 0
PVH CORP COM 693656100 1,094 12,400 SH   SOLE   12,400 0 0
PTC INC COM 69370C100 5,258 77,122 SH   SOLE   77,122 0 0
PACIFIC PREMIER BANCORP COM 69478X105 735 23,555 SH   SOLE   23,555 0 0
PACWEST BANCORP DEL COM 695263103 1,471 40,479 SH   SOLE   40,479 0 0
PALO ALTO NETWORKS INC COM 697435105 9,091 44,600 SH   SOLE   44,600 0 0
PARAMOUNT GROUP INC COM 69924R108 1,723 129,100 SH   SOLE   129,100 0 0
PARK HOTELS RESORTS INC COM 700517105 2,622 105,000 SH   SOLE   105,000 0 0
PARSLEY ENERGY INC CL A 701877102 3,042 181,063 SH   SOLE   181,063 0 0
PAYCOM SOFTWARE INC COM 70432V102 731 3,488 SH   SOLE   3,488 0 0
PAYPAL HLDGS INC COM 70450Y103 31,636 305,400 SH   SOLE   305,400 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 183 32,000 SH   SOLE   32,000 0 0
PEPSICO INC COM 713448108 29,874 217,900 SH   SOLE   217,900 0 0
PERFICIENT INC COM 71375U101 2,563 66,428 SH   SOLE   66,428 0 0
PERSPECTA INC COM 715347100 5,060 193,713 SH   SOLE   193,713 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 8,239 627,000 PRN   SOLE   627,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,047 210,602 SH   SOLE   210,602 0 0
PFIZER INC COM 717081103 28,906 804,500 SH   SOLE   804,500 0 0
PHILIP MORRIS INTL INC COM 718172109 14,624 192,600 SH   SOLE   192,600 0 0
PHILLIPS 66 COM 718546104 23,665 231,105 SH   SOLE   231,105 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 940 45,000 SH   SOLE   45,000 0 0
PINNACLE WEST CAP CORP COM 723484101 1,402 14,443 SH   SOLE   14,443 0 0
PLANET FITNESS INC CL A 72703H101 1,819 31,441 SH   SOLE   31,441 0 0
POOL CORPORATION COM 73278L105 3,288 16,300 SH   SOLE   16,300 0 0
POPULAR INC COM NEW 733174700 1,667 30,821 SH   SOLE   30,821 0 0
POST HLDGS INC COM 737446104 1,416 13,379 SH   SOLE   13,379 0 0
PRECISION DRILLING CORP COM 2010 74022D308 976 856,324 SH   SOLE   856,324 0 0
PRIMERICA INC COM 74164M108 433 3,400 SH   SOLE   3,400 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 1,241 21,725 SH   SOLE   21,725 0 0
PROCTER & GAMBLE CO COM 742718109 49,615 398,900 SH   SOLE   398,900 0 0
PROGENICS PHARMACEUTICALS IN COM 743187106 870 172,165 SH   SOLE   172,165 0 0
PROGRESSIVE CORP OHIO COM 743315103 7,323 94,800 SH   SOLE   94,800 0 0
PROLOGIS INC COM 74340W103 36,668 430,272 SH   SOLE   430,272 0 0
PROOFPOINT INC COM 743424103 5,641 43,710 SH   SOLE   43,710 0 0
PROPETRO HLDG CORP COM 74347M108 1,757 193,300 SH   SOLE   193,300 0 0
PROSPERITY BANCSHARES INC COM 743606105 1,427 20,200 SH   SOLE   20,200 0 0
PUBLIC STORAGE COM 74460D109 19,857 80,961 SH   SOLE   80,961 0 0
PULTE GROUP INC COM 745867101 2,553 69,859 SH   SOLE   69,859 0 0
QIWI PLC SPON ADR REP B 74735M108 249 11,363 SH   SOLE   11,363 0 0
QTS RLTY TR INC COM CL A 74736A103 2,747 53,437 SH   SOLE   53,437 0 0
QORVO INC COM 74736K101 1,112 15,000 SH   SOLE   15,000 0 0
QUALCOMM INC COM 747525103 25,117 329,276 SH   SOLE   329,276 0 0
QUANTA SVCS INC COM 74762E102 1,015 26,858 SH   SOLE   26,858 0 0
QUDIAN INC ADR 747798106 5,596 812,241 SH   SOLE   812,241 0 0
QUEST DIAGNOSTICS INC COM 74834L100 5,066 47,331 SH   SOLE   47,331 0 0
RLI CORP COM 749607107 1,877 20,200 SH   SOLE   20,200 0 0
RLJ LODGING TR COM 74965L101 1,606 94,500 SH   SOLE   94,500 0 0
RPT REALTY SH BEN INT 74971D101 1,233 91,000 SH   SOLE   91,000 0 0
RADIAN GROUP INC COM 750236101 683 29,912 SH   SOLE   29,912 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 490 76,000 SH   SOLE   76,000 0 0
RAPID7 INC COM 753422104 3,927 86,520 SH   SOLE   86,520 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 1,761 21,358 SH   SOLE   21,358 0 0
RAYTHEON CO COM NEW 755111507 28,448 145,000 SH   SOLE   145,000 0 0
RBC BEARINGS INC COM 75524B104 914 5,508 SH   SOLE   5,508 0 0
REALTY INCOME CORP COM 756109104 17,938 233,927 SH   SOLE   233,927 0 0
REDWOOD TR INC COM 758075402 1,914 116,628 SH   SOLE   116,628 0 0
REGENCY CTRS CORP COM 758849103 12,257 176,392 SH   SOLE   176,392 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,719 9,800 SH   SOLE   9,800 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 2,734 17,100 SH   SOLE   17,100 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,904 19,100 SH   SOLE   19,100 0 0
RENT A CTR INC NEW COM 76009N100 1,158 44,917 SH   SOLE   44,917 0 0
REPUBLIC SVCS INC COM 760759100 1,914 22,119 SH   SOLE   22,119 0 0
RESMED INC COM 761152107 5,965 44,150 SH   SOLE   44,150 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,114 217,000 SH   SOLE   217,000 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 2,115 116,000 SH   SOLE   116,000 0 0
RETAIL PPTYS AMER INC CL A 76131V202 2,168 176,000 SH   SOLE   176,000 0 0
RINGCENTRAL INC CL A 76680R206 1,385 11,018 SH   SOLE   11,018 0 0
RISE ED CAYMAN LTD SPONSORED ADR 76761L102 150 17,865 SH   SOLE   17,865 0 0
ROAN RES INC CL A COM 769755109 139 113,696 SH   SOLE   113,696 0 0
ROBERT HALF INTL INC COM 770323103 865 15,541 SH   SOLE   15,541 0 0
ROGERS CORP COM 775133101 3,050 22,313 SH   SOLE   22,313 0 0
ROPER TECHNOLOGIES INC COM 776696106 13,693 38,400 SH   SOLE   38,400 0 0
ROSS STORES INC COM 778296103 12,644 115,100 SH   SOLE   115,100 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 4,647 70,005 SH   SOLE   70,005 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 4,745 58,000 SH   SOLE   58,000 0 0
S&P GLOBAL INC COM 78409V104 21,215 86,600 SH   SOLE   86,600 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,839 20,066 SH   SOLE   20,066 0 0
SL GREEN RLTY CORP COM 78440X101 4,578 56,000 SH   SOLE   56,000 0 0
SLM CORP COM 78442P106 4,351 493,063 SH   SOLE   493,063 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 5,332 101,000 SH   SOLE   101,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 5,490 72,000 SH   SOLE   72,000 0 0
SP PLUS CORP COM 78469C103 953 25,769 SH   SOLE   25,769 0 0
SVB FINL GROUP COM 78486Q101 1,890 9,047 SH   SOLE   9,047 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 5,130 223,442 SH   SOLE   223,442 0 0
SAGE THERAPEUTICS INC COM 78667J108 773 5,508 SH   SOLE   5,508 0 0
SAIA INC COM 78709Y105 997 10,637 SH   SOLE   10,637 0 0
SALESFORCE COM INC COM 79466L302 21,999 148,200 SH   SOLE   148,200 0 0
SANDERSON FARMS INC COM 800013104 969 6,400 SH   SOLE   6,400 0 0
SAREPTA THERAPEUTICS INC COM 803607100 667 8,853 SH   SOLE   8,853 0 0
SAUL CTRS INC COM 804395101 1,308 24,000 SH   SOLE   24,000 0 0
HENRY SCHEIN INC COM 806407102 1,694 26,677 SH   SOLE   26,677 0 0
SCHLUMBERGER LTD COM 806857108 5,898 172,600 SH   SOLE   172,600 0 0
SEA LTD SPONSORED ADS 81141R100 4,206 135,904 SH   SOLE   135,904 0 0
SEATTLE GENETICS INC COM 812578102 1,134 13,282 SH   SOLE   13,282 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 95,608 1,476,800 SH   SOLE   1,476,800 0 0
SEMTECH CORP COM 816850101 4,095 84,247 SH   SOLE   84,247 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 2,087 30,400 SH   SOLE   30,400 0 0
SERVICE CORP INTL COM 817565104 2,414 50,500 SH   SOLE   50,500 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 2,329 90,300 SH   SOLE   90,300 0 0
SERVICENOW INC COM 81762P102 18,442 72,651 SH   SOLE   72,651 0 0
SHERWIN WILLIAMS CO COM 824348106 14,956 27,200 SH   SOLE   27,200 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 2,333 432,000 SH   SOLE   432,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,299 10,900 SH   SOLE   10,900 0 0
SIMON PPTY GROUP INC NEW COM 828806109 37,145 238,645 SH   SOLE   238,645 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 935 13,478 SH   SOLE   13,478 0 0
SKECHERS U S A INC CL A 830566105 3,061 81,951 SH   SOLE   81,951 0 0
SKYWEST INC COM 830879102 913 15,900 SH   SOLE   15,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,487 44,000 SH   SOLE   44,000 0 0
SMITH A O CORP COM 831865209 3,787 79,379 SH   SOLE   79,379 0 0
SMUCKER J M CO COM NEW 832696405 2,327 21,150 SH   SOLE   21,150 0 0
SNAP ON INC COM 833034101 942 6,016 SH   SOLE   6,016 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,210 26,400 SH   SOLE   26,400 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 1,507 112,297 SH   SOLE   112,297 0 0
SPECTRUM PHARMACEUTICALS INC COM 84763A108 540 65,082 SH   SOLE   65,082 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 984 18,668 SH   SOLE   18,668 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 7,690 93,507 SH   SOLE   93,507 0 0
SPIRIT AIRLS INC COM 848577102 268 7,375 SH   SOLE   7,375 0 0
SPLUNK INC COM 848637104 4,569 38,767 SH   SOLE   38,767 0 0
SPROUTS FMRS MKT INC COM 85208M102 983 50,843 SH   SOLE   50,843 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,691 60,186 SH   SOLE   60,186 0 0
STARBUCKS CORP COM 855244109 8,082 91,400 SH   SOLE   91,400 0 0
STARWOOD PPTY TR INC COM 85571B105 1,797 74,191 SH   SOLE   74,191 0 0
STEEL DYNAMICS INC COM 858119100 891 29,900 SH   SOLE   29,900 0 0
STEPAN CO COM 858586100 1,726 17,781 SH   SOLE   17,781 0 0
STERLING BANCORP DEL COM 85917A100 1,105 55,100 SH   SOLE   55,100 0 0
STIFEL FINL CORP COM 860630102 1,345 23,443 SH   SOLE   23,443 0 0
STRATEGIC ED INC COM 86272C103 1,682 12,375 SH   SOLE   12,375 0 0
STRYKER CORP COM 863667101 15,941 73,700 SH   SOLE   73,700 0 0
SUMMIT HOTEL PPTYS INC COM 866082100 2,076 179,000 SH   SOLE   179,000 0 0
SUN CMNTYS INC COM 866674104 9,055 61,000 SH   SOLE   61,000 0 0
SYNOPSYS INC COM 871607107 8,347 60,816 SH   SOLE   60,816 0 0
SYNOVUS FINL CORP COM NEW 87161C501 2,325 65,014 SH   SOLE   65,014 0 0
SYNNEX CORP COM 87162W100 1,547 13,700 SH   SOLE   13,700 0 0
SYNCHRONY FINL COM 87165B103 9,385 275,300 SH   SOLE   275,300 0 0
SYSCO CORP COM 871829107 5,494 69,200 SH   SOLE   69,200 0 0
TJX COS INC NEW COM 872540109 12,764 229,000 SH   SOLE   229,000 0 0
T MOBILE US INC COM 872590104 5,199 66,000 SH   SOLE   66,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 17,311 372,442 SH   SOLE   372,442 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,807 46,330 SH   SOLE   46,330 0 0
TALOS ENERGY INC COM 87484T108 363 17,859 SH   SOLE   17,859 0 0
TAPESTRY INC COM 876030107 2,644 101,510 SH   SOLE   101,510 0 0
TARGET CORP COM 87612E106 4,704 44,000 SH   SOLE   44,000 0 0
TAUBMAN CTRS INC COM 876664103 1,786 43,750 SH   SOLE   43,750 0 0
TECHTARGET INC COM 87874R100 1,221 54,216 SH   SOLE   54,216 0 0
TELADOC HEALTH INC COM 87918A105 454 6,700 SH   SOLE   6,700 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 3,059 9,500 SH   SOLE   9,500 0 0
TELEFLEX INC COM 879369106 7,640 22,486 SH   SOLE   22,486 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 743 33,574 SH   SOLE   33,574 0 0
TERADYNE INC COM 880770102 3,243 56,000 SH   SOLE   56,000 0 0
TERNIUM SA SPONSORED ADS 880890108 59 3,063 SH   SOLE   3,063 0 0
TETRA TECH INC NEW COM 88162G103 1,475 17,000 SH   SOLE   17,000 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 982 17,966 SH   SOLE   17,966 0 0
TEXAS INSTRS INC COM 882508104 36,795 284,704 SH   SOLE   284,704 0 0
TEXAS ROADHOUSE INC COM 882681109 1,473 28,047 SH   SOLE   28,047 0 0
TEXTRON INC COM 883203101 7,596 155,145 SH   SOLE   155,145 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 26,826 92,100 SH   SOLE   92,100 0 0
3M CO COM 88579Y101 10,702 65,100 SH   SOLE   65,100 0 0
TIFFANY & CO NEW COM 886547108 9,443 101,940 SH   SOLE   101,940 0 0
TIMKEN CO COM 887389104 1,274 29,279 SH   SOLE   29,279 0 0
TOPBUILD CORP COM 89055F103 5,689 59,000 SH   SOLE   59,000 0 0
TORO CO COM 891092108 1,818 24,800 SH   SOLE   24,800 0 0
TRACTOR SUPPLY CO COM 892356106 1,975 21,843 SH   SOLE   21,843 0 0
TRANSDIGM GROUP INC COM 893641100 1,354 2,600 SH   SOLE   2,600 0 0
TREX CO INC COM 89531P105 1,482 16,300 SH   SOLE   16,300 0 0
TRIMBLE INC COM 896239100 1,230 31,700 SH   SOLE   31,700 0 0
TRIPADVISOR INC COM 896945201 3,907 101,000 SH   SOLE   101,000 0 0
TRUEBLUE INC COM 89785X101 615 29,146 SH   SOLE   29,146 0 0
TWILIO INC CL A 90138F102 790 7,180 SH   SOLE   7,180 0 0
TWITTER INC COM 90184L102 12,422 301,500 SH   SOLE   301,500 0 0
II VI INC COM 902104108 2,175 61,786 SH   SOLE   61,786 0 0
TYLER TECHNOLOGIES INC COM 902252105 5,644 21,500 SH   SOLE   21,500 0 0
UDR INC COM 902653104 1,382 28,513 SH   SOLE   28,513 0 0
US BANCORP DEL COM NEW 902973304 25,385 458,716 SH   SOLE   458,716 0 0
USANA HEALTH SCIENCES INC COM 90328M107 1,393 20,366 SH   SOLE   20,366 0 0
U S CONCRETE INC COM NEW 90333L201 77 1,400 SH   SOLE   1,400 0 0
ULTA BEAUTY INC COM 90384S303 1,959 7,816 SH   SOLE   7,816 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 2,546 174,000 SH   SOLE   174,000 0 0
UNIFIRST CORP MASS COM 904708104 1,295 6,637 SH   SOLE   6,637 0 0
UNION PACIFIC CORP COM 907818108 24,491 151,200 SH   SOLE   151,200 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,466 51,700 SH   SOLE   51,700 0 0
UNITED PARCEL SERVICE INC CL B 911312106 12,857 107,300 SH   SOLE   107,300 0 0
UNITED RENTALS INC COM 911363109 1,553 12,459 SH   SOLE   12,459 0 0
US FOODS HLDG CORP COM 912008109 1,367 33,256 SH   SOLE   33,256 0 0
UNITED TECHNOLOGIES CORP COM 913017109 8,733 63,972 SH   SOLE   63,972 0 0
UNITEDHEALTH GROUP INC COM 91324P102 41,370 190,364 SH   SOLE   190,364 0 0
UNIVERSAL FST PRODS INC COM 913543104 893 22,400 SH   SOLE   22,400 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,985 13,345 SH   SOLE   13,345 0 0
URBAN EDGE PPTYS COM 91704F104 1,039 52,523 SH   SOLE   52,523 0 0
US ECOLOGY INC COM 91732J102 555 8,685 SH   SOLE   8,685 0 0
V F CORP COM 918204108 267 3,000 SH   SOLE   3,000 0 0
VEON LTD SPONSORED ADR 91822M106 771 321,316 SH   SOLE   321,316 0 0
VAIL RESORTS INC COM 91879Q109 3,298 14,492 SH   SOLE   14,492 0 0
VALE S A SPONSORED ADS 91912E105 5,350 465,219 SH   SOLE   465,219 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,101 71,571 SH   SOLE   71,571 0 0
VALVOLINE INC COM 92047W101 588 26,700 SH   SOLE   26,700 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 6,170 231,000 SH   SOLE   231,000 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 5,375 91,735 SH   SOLE   91,735 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 72,468 1,800,000 SH   SOLE   1,800,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 5,203 97,060 SH   SOLE   97,060 0 0
VAREX IMAGING CORP COM 92214X106 4,509 158,000 SH   SOLE   158,000 0 0
VARIAN MED SYS INC COM 92220P105 8,025 67,382 SH   SOLE   67,382 0 0
VARONIS SYS INC COM 922280102 2,668 44,628 SH   SOLE   44,628 0 0
VEEVA SYS INC CL A COM 922475108 3,711 24,302 SH   SOLE   24,302 0 0
VENTAS INC COM 92276F100 16,216 222,042 SH   SOLE   222,042 0 0
VEONEER INCORPORATED COM 92336X109 1,844 123,000 SH   SOLE   123,000 0 0
VEREIT INC COM 92339V100 6,954 711,000 SH   SOLE   711,000 0 0
VERISIGN INC COM 92343E102 6,995 37,082 SH   SOLE   37,082 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 29,407 487,200 SH   SOLE   487,200 0 0
VERISK ANALYTICS INC COM 92345Y106 1,600 10,116 SH   SOLE   10,116 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 17,027 100,500 SH   SOLE   100,500 0 0
VIAVI SOLUTIONS INC COM 925550105 19,508 1,392,958 SH   SOLE   1,392,958 0 0
VICI PPTYS INC COM 925652109 17,458 770,787 SH   SOLE   770,787 0 0
VIKING THERAPEUTICS INC COM 92686J106 955 138,826 SH   SOLE   138,826 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 1,306 146,395 SH   SOLE   146,395 0 0
VISA INC COM CL A 92826C839 53,313 309,940 SH   SOLE   309,940 0 0
VONAGE HLDGS CORP COM 92886T201 3,548 314,001 SH   SOLE   314,001 0 0
VORNADO RLTY TR SH BEN INT 929042109 8,415 132,167 SH   SOLE   132,167 0 0
VOYA FINL INC COM 929089100 6,201 113,905 SH   SOLE   113,905 0 0
VULCAN MATLS CO COM 929160109 1,353 8,949 SH   SOLE   8,949 0 0
WABCO HLDGS INC COM 92927K102 4,036 30,175 SH   SOLE   30,175 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 1,099 18,698 SH   SOLE   18,698 0 0
W P CAREY INC COM 92936U109 3,849 43,000 SH   SOLE   43,000 0 0
WABTEC CORP COM 929740108 7,805 108,619 SH   SOLE   108,619 0 0
WALMART INC COM 931142103 30,418 256,300 SH   SOLE   256,300 0 0
WALKER & DUNLOP INC COM 93148P102 1,379 24,654 SH   SOLE   24,654 0 0
WASHINGTON FED INC COM 938824109 2,330 63,000 SH   SOLE   63,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 377 91,036 SH   SOLE   91,036 0 0
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 2,544 93,000 SH   SOLE   93,000 0 0
WASTE MGMT INC DEL COM 94106L109 15,422 134,100 SH   SOLE   134,100 0 0
WATSCO INC COM 942622200 1,100 6,500 SH   SOLE   6,500 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 608 6,488 SH   SOLE   6,488 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 3,641 125,000 SH   SOLE   125,000 0 0
WELBILT INC COM 949090104 5,496 326,000 SH   SOLE   326,000 0 0
WELLS FARGO CO NEW COM 949746101 34,330 680,603 SH   SOLE   680,603 0 0
WELLTOWER INC COM 95040Q104 21,813 240,629 SH   SOLE   240,629 0 0
WESCO INTL INC COM 95082P105 989 20,700 SH   SOLE   20,700 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 1,759 12,400 SH   SOLE   12,400 0 0
WESTERN ALLIANCE BANCORP COM 957638109 1,242 26,949 SH   SOLE   26,949 0 0
WEX INC COM 96208T104 1,152 5,700 SH   SOLE   5,700 0 0
WEYERHAEUSER CO COM 962166104 6,787 245,000 SH   SOLE   245,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 1,998 39,600 SH   SOLE   39,600 0 0
WOLVERINE WORLD WIDE INC COM 978097103 1,300 46,016 SH   SOLE   46,016 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 1,633 22,949 SH   SOLE   22,949 0 0
WPX ENERGY INC COM 98212B103 2,049 193,478 SH   SOLE   193,478 0 0
XILINX INC COM 983919101 336 3,500 SH   SOLE   3,500 0 0
XYLEM INC COM 98419M100 1,149 14,428 SH   SOLE   14,428 0 0
XPERI CORP COM 98421B100 2,494 120,600 SH   SOLE   120,600 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,316 44,000 SH   SOLE   44,000 0 0
YELP INC CL A 985817105 1,093 31,441 SH   SOLE   31,441 0 0
YUM BRANDS INC COM 988498101 13,975 123,200 SH   SOLE   123,200 0 0
YUM CHINA HLDGS INC COM 98850P109 4,776 105,127 SH   SOLE   105,127 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,353 11,400 SH   SOLE   11,400 0 0
ZENDESK INC COM 98936J101 4,146 56,884 SH   SOLE   56,884 0 0
ZIONS BANCORPORATION N A COM 989701107 1,781 40,010 SH   SOLE   40,010 0 0
ZOETIS INC CL A 98978V103 21,803 175,000 SH   SOLE   175,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 2,496 117,000 SH   SOLE   117,000 0 0
ZUMIEZ INC COM 989817101 2,454 77,459 SH   SOLE   77,459 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 6,356 61,317 SH   SOLE   61,317 0 0
ALLERGAN PLC SHS G0177J108 6,765 40,200 SH   SOLE   40,200 0 0
AMCOR PLC ORD G0250X107 2,687 275,621 SH   SOLE   275,621 0 0
AMBARELLA INC SHS G037AX101 2,765 44,000 SH   SOLE   44,000 0 0
AON PLC SHS CL A G0408V102 22,675 117,140 SH   SOLE   117,140 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,999 47,623 SH   SOLE   47,623 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 38,859 202,020 SH   SOLE   202,020 0 0
CHINA YUCHAI INTL LTD COM G21082105 172 13,248 SH   SOLE   13,248 0 0
CREDICORP LTD COM G2519Y108 3,960 19,000 SH   SOLE   19,000 0 0
EVEREST RE GROUP LTD COM G3223R108 1,212 4,555 SH   SOLE   4,555 0 0
GEOPARK LTD USD SHS G38327105 1,896 103,000 SH   SOLE   103,000 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 1,716 113,000 SH   SOLE   113,000 0 0
ICON PLC SHS G4705A100 5,652 38,358 SH   SOLE   38,358 0 0
IHS MARKIT LTD SHS G47567105 8,434 126,100 SH   SOLE   126,100 0 0
INGERSOLL-RAND PLC SHS G47791101 7,947 64,500 SH   SOLE   64,500 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 844 6,590 SH   SOLE   6,590 0 0
JOHNSON CTLS INTL PLC SHS G51502105 5,634 128,364 SH   SOLE   128,364 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 626 26,300 SH   SOLE   26,300 0 0
LINDE PLC SHS G5494J103 19,624 101,300 SH   SOLE   101,300 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,936 77,537 SH   SOLE   77,537 0 0
MEDTRONIC PLC SHS G5960L103 39,707 365,560 SH   SOLE   365,560 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,810 88,300 SH   SOLE   88,300 0 0
NVENT ELECTRIC PLC SHS G6700G107 5,466 248,000 SH   SOLE   248,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 754 3,900 SH   SOLE   3,900 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 1,655 33,059 SH   SOLE   33,059 0 0
STERIS PLC SHS USD G8473T100 3,381 23,400 SH   SOLE   23,400 0 0
STONECO LTD COM CL A G85158106 2,574 74,000 SH   SOLE   74,000 0 0
TECHNIPFMC PLC COM G87110105 3,018 125,000 SH   SOLE   125,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 11,327 58,700 SH   SOLE   58,700 0 0
PERRIGO CO PLC SHS G97822103 935 16,723 SH   SOLE   16,723 0 0
CHUBB LIMITED COM H1467J104 20,790 128,776 SH   SOLE   128,776 0 0
GARMIN LTD SHS H2906T109 1,407 16,608 SH   SOLE   16,608 0 0
GLOBANT S A COM L44385109 2,290 25,000 SH   SOLE   25,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 62 3,700 SH   SOLE   3,700 0 0
AUDIOCODES LTD ORD M15342104 589 31,146 SH   SOLE   31,146 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 3,185 31,910 SH   SOLE   31,910 0 0
KORNIT DIGITAL LTD SHS M6372Q113 664 21,577 SH   SOLE   21,577 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,771 92,059 SH   SOLE   92,059 0 0
CONSTELLIUM SE CL A N22035104 785 61,786 SH   SOLE   61,786 0 0
INTERXION HOLDING N.V SHS N47279109 2,050 25,167 SH   SOLE   25,167 0 0
MYLAN N V SHS EURO N59465109 6,389 323,000 SH   SOLE   323,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 15,616 143,112 SH   SOLE   143,112 0 0
YANDEX N V SHS CLASS A N97284108 2,101 60,000 SH   SOLE   60,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,925 63,927 SH   SOLE   63,927 0 0