The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 117,878 668,168 SH   SOLE   668,168 0 0
ABBOTT LABS COM 002824100 172,484 1,985,773 SH   SOLE   1,985,773 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 16,350 5,000,000 SH   SOLE   5,000,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 155,632 739,100 SH   SOLE   739,100 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 1,323 700,000 SH   SOLE   700,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 98,591 1,659,225 SH   SOLE   1,659,225 0 0
ACUITY BRANDS INC COM 00508Y102 17,658 127,956 SH   SOLE   127,956 0 0
ADOBE INC COM 00724F101 185,659 562,928 SH   SOLE   562,928 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 172,687 1,078,215 SH   SOLE   1,078,215 0 0
ADVANCED MICRO DEVICES INC COM 007903107 69,317 1,511,500 SH   SOLE   1,511,500 0 0
ADVAXIS INC COM NEW 007624307 143 166,666 SH   SOLE   166,666 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 11,520 1,000,000 SH   SOLE   1,000,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 11,220 1,468,591 SH   SOLE   1,468,591 0 0
AERCAP HOLDINGS NV SHS N00985106 23,876 388,424 SH   SOLE   388,424 0 0
AES CORP COM 00130H105 15,234 765,533 SH   SOLE   765,533 0 0
AFLAC INC COM 001055102 38,531 728,374 SH   SOLE   728,374 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 30,585 358,518 SH   SOLE   358,518 0 0
AIR PRODS & CHEMS INC COM 009158106 89,527 380,984 SH   SOLE   380,984 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 16,464 190,600 SH   SOLE   190,600 0 0
AKERO THERAPEUTICS INC COM 00973Y108 11,985 540,000 SH   SOLE   540,000 0 0
ALASKA AIR GROUP INC COM 011659109 11,135 164,350 SH   SOLE   164,350 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 5,810 1,000,000 SH   SOLE   1,000,000 0 0
ALECTOR INC COM 014442107 3,015 175,000 SH   SOLE   175,000 0 0
ALERUS FINL CORP COM 01446U103 3,885 170,000 SH   SOLE   170,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 21,070 130,400 SH   SOLE   130,400 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 87,505 809,110 SH   SOLE   809,110 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 35,375 2,500,000 SH   SOLE   2,500,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,908 75,000 SH   SOLE   75,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 39,819 142,700 SH   SOLE   142,700 0 0
ALLERGAN PLC SHS G0177J108 1,257,612 6,578,499 SH   SOLE   6,578,499 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 5,305 47,278 SH   SOLE   47,278 0 0
ALLIANT ENERGY CORP COM 018802108 15,007 274,243 SH   SOLE   274,243 0 0
ALLSTATE CORP COM 020002101 29,486 262,213 SH   SOLE   262,213 0 0
ALLY FINL INC COM 02005N100 58,209 1,904,746 SH   SOLE   1,904,746 0 0
ALPHABET INC CAP STK CL A 02079K305 467,992 349,407 SH   SOLE   349,407 0 0
ALPHABET INC CAP STK CL C 02079K107 465,431 348,111 SH   SOLE   348,111 0 0
ALTRIA GROUP INC COM 02209S103 108,601 2,175,932 SH   SOLE   2,175,932 0 0
ALTUS MIDSTREAM CO CL A 02215L100 5,074 1,774,100 SH   SOLE   1,774,100 0 0
ALUSSA ENERGY ACQUISITION CO UNIT 10/31/2026 G0232J127 18,144 1,800,000 SH   SOLE   1,800,000 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 14,743 758,005 SH   SOLE   758,005 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 42,880 2,000,000 SH   SOLE   2,000,000 0 0
AMAZON COM INC COM 023135106 910,954 492,983 SH   SOLE   492,983 0 0
AMCI ACQUISITION CORP *W EXP 05/20/202 00165R119 558 1,800,000 SH   SOLE   1,800,000 0 0
AMCI ACQUISITION CORP CLASS A 00165R101 18,216 1,800,000 SH   SOLE   1,800,000 0 0
AMCOR PLC ORD G0250X107 20,240 1,867,190 SH   SOLE   1,867,190 0 0
AMEREN CORP COM 023608102 21,873 284,800 SH   SOLE   284,800 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 14,050 489,882 SH   SOLE   489,882 0 0
AMERICAN ELEC PWR CO INC COM 025537101 54,028 571,664 SH   SOLE   571,664 0 0
AMERICAN EXPRESS CO COM 025816109 83,561 671,225 SH   SOLE   671,225 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 52,111 1,015,221 SH   SOLE   1,015,221 0 0
AMERICAN TOWER CORP NEW COM 03027X100 90,403 393,366 SH   SOLE   393,366 0 0
AMERIPRISE FINL INC COM 03076C106 19,868 119,268 SH   SOLE   119,268 0 0
AMERISOURCEBERGEN CORP COM 03073E105 14,785 173,900 SH   SOLE   173,900 0 0
AMETEK INC NEW COM 031100100 95,672 959,211 SH   SOLE   959,211 0 0
AMGEN INC COM 031162100 98,971 410,547 SH   SOLE   410,547 0 0
AMPHENOL CORP NEW CL A 032095101 26,323 243,213 SH   SOLE   243,213 0 0
ANALOG DEVICES INC COM 032654105 113,487 954,957 SH   SOLE   954,957 0 0
ANSYS INC COM 03662Q105 25,535 99,200 SH   SOLE   99,200 0 0
ANTHEM INC COM 036752103 89,127 295,093 SH   SOLE   295,093 0 0
AON PLC SHS CL A G0408V102 49,586 238,063 SH   SOLE   238,063 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 4,674 90,501 SH   SOLE   90,501 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 3,062 100,000 SH   SOLE   100,000 0 0
APPLE INC COM 037833100 1,429,840 4,869,199 SH   SOLE   4,869,199 0 0
APPLIED MATLS INC COM 038222105 36,298 594,653 SH   SOLE   594,653 0 0
APTARGROUP INC COM 038336103 40,467 350,000 SH   SOLE   350,000 0 0
APTIV PLC SHS G6095L109 28,178 296,700 SH   SOLE   296,700 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 29,682 640,392 SH   SOLE   640,392 0 0
ARCONIC INC COM 03965L100 130,605 4,244,542 SH   SOLE   4,244,542 0 0
ARDELYX INC COM 039697107 42,766 5,698,342 SH   SOLE   5,698,342 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 8,630 190,000 SH   SOLE   190,000 0 0
ARISTA NETWORKS INC COM 040413106 10,790 53,050 SH   SOLE   53,050 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 11,100 175,000 SH   SOLE   175,000 0 0
ARYA SCIENCES ACQUISITION CO *W EXP 10/10/202 G3165V125 1,069 625,000 SH   SOLE   625,000 0 0
ARYA SCIENCES ACQUISITION CO SHS CL A G3165V109 13,000 1,250,000 SH   SOLE   1,250,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 5,565 40,000 SH   SOLE   40,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 23,457 306,503 SH   SOLE   306,503 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 1,586 77,495 SH   SOLE   77,495 0 0
ASSETMARK FINL HLDGS INC COM 04546L106 20,119 693,290 SH   SOLE   693,290 0 0
ASSURANT INC COM 04621X108 63,448 484,040 SH   SOLE   484,040 0 0
ASTEC INDS INC COM 046224101 28,209 671,642 SH   SOLE   671,642 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 19,944 400,000 SH   SOLE   400,000 0 0
AT&T INC COM 00206R102 324,355 8,299,758 SH   SOLE   8,299,758 0 0
ATHENE HLDG LTD CL A G0684D107 3,903 83,000 SH   SOLE   83,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,282 46,499 SH   SOLE   46,499 0 0
ATMOS ENERGY CORP COM 049560105 46,061 411,776 SH   SOLE   411,776 0 0
ATRION CORP COM 049904105 5,636 7,500 SH   SOLE   7,500 0 0
AUTODESK INC COM 052769106 46,909 255,689 SH   SOLE   255,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 55,823 327,406 SH   SOLE   327,406 0 0
AUTOZONE INC COM 053332102 33,136 27,815 SH   SOLE   27,815 0 0
AVALONBAY CMNTYS INC COM 053484101 37,031 176,589 SH   SOLE   176,589 0 0
AVANOS MED INC COM 05350V106 3,370 100,000 SH   SOLE   100,000 0 0
AVERY DENNISON CORP COM 053611109 9,448 72,225 SH   SOLE   72,225 0 0
AVROBIO INC COM 05455M100 9,059 450,000 SH   SOLE   450,000 0 0
AXA EQUITABLE HLDGS INC COM 054561105 20,444 825,000 SH   SOLE   825,000 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 26,400 444,137 SH   SOLE   444,137 0 0
AXON ENTERPRISE INC COM 05464C101 1,466 20,000 SH   SOLE   20,000 0 0
AXOVANT GENE THERAPIES LTD COM G0750W203 640 125,000 SH   SOLE   125,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 17,739 692,102 SH   SOLE   692,102 0 0
BALL CORP COM 058498106 24,969 386,097 SH   SOLE   386,097 0 0
BANK AMER CORP COM 060505104 367,351 10,430,186 SH   SOLE   10,430,186 0 0
BANK NEW YORK MELLON CORP COM 064058100 52,046 1,034,100 SH   SOLE   1,034,100 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 9,625 260,000 SH   SOLE   260,000 0 0
BARRICK GOLD CORPORATION COM 067901108 158,015 8,500,000 SH   SOLE   8,500,000 0 0
BAXTER INTL INC COM 071813109 74,866 895,316 SH   SOLE   895,316 0 0
BEACON ROOFING SUPPLY INC COM 073685109 80,896 2,529,578 SH   SOLE   2,529,578 0 0
BECTON DICKINSON & CO COM 075887109 71,607 263,291 SH   SOLE   263,291 0 0
BELLUS HEALTH INC NEW COM NEW 07987C204 9,880 1,300,000 SH   SOLE   1,300,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 509,958 2,251,469 SH   SOLE   2,251,469 0 0
BERRY PETE CORP COM 08579X101 660 70,000 SH   SOLE   70,000 0 0
BEST BUY INC COM 086516101 23,214 264,400 SH   SOLE   264,400 0 0
BILL COM HLDGS INC COM 090043100 2,854 75,000 SH   SOLE   75,000 0 0
BIOCRYST PHARMACEUTICALS COM 09058V103 13,800 4,000,000 SH   SOLE   4,000,000 0 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 12,324 1,950,000 SH   SOLE   1,950,000 0 0
BIOGEN INC COM 09062X103 61,928 208,700 SH   SOLE   208,700 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 48,996 900,000 SH   SOLE   900,000 0 0
BLACKROCK INC COM 09247X101 74,591 148,380 SH   SOLE   148,380 0 0
BLOCK H & R INC COM 093671105 5,276 224,700 SH   SOLE   224,700 0 0
BLUEBIRD BIO INC COM 09609G100 25,009 285,000 SH   SOLE   285,000 0 0
BLUELINX HLDGS INC COM NEW 09624H208 12,479 875,704 SH   SOLE   875,704 0 0
BOEING CO COM 097023105 213,163 654,356 SH   SOLE   654,356 0 0
BOOKING HLDGS INC COM 09857L108 100,222 48,800 SH   SOLE   48,800 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3,912 55,000 SH   SOLE   55,000 0 0
BOSTON PROPERTIES INC COM 101121101 28,305 205,318 SH   SOLE   205,318 0 0
BOSTON SCIENTIFIC CORP COM 101137107 89,324 1,975,311 SH   SOLE   1,975,311 0 0
BP PLC SPONSORED ADR 055622104 11,888 315,000 SH   SOLE   315,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 10,434 486,672 SH   SOLE   486,672 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 141,702 2,207,539 SH   SOLE   2,207,539 0 0
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 55,345 18,387,040 SH   SOLE   18,387,040 0 0
BROADCOM INC COM 11135F101 122,055 386,226 SH   SOLE   386,226 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,977 24,100 SH   SOLE   24,100 0 0
BROWN FORMAN CORP CL B 115637209 14,273 211,132 SH   SOLE   211,132 0 0
BRUNSWICK CORP COM 117043109 2,287 38,129 SH   SOLE   38,129 0 0
BUNGE LIMITED COM G16962105 122,536 2,129,210 SH   SOLE   2,129,210 0 0
BURLINGTON STORES INC COM 122017106 402,130 1,763,498 SH   SOLE   1,763,498 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 11,972 153,100 SH   SOLE   153,100 0 0
CABALETTA BIO INC COM 12674W109 52,275 3,741,926 SH   SOLE   3,741,926 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 62,393 432,323 SH   SOLE   432,323 0 0
CABOT OIL & GAS CORP COM 127097103 6,755 388,000 SH   SOLE   388,000 0 0
CACI INTL INC CL A 127190304 5,292 21,167 SH   SOLE   21,167 0 0
CACTUS INC CL A 127203107 13,728 400,000 SH   SOLE   400,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 11,668 168,227 SH   SOLE   168,227 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 7,143 1,251,000 SH   SOLE   1,251,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 12,097 114,015 SH   SOLE   114,015 0 0
CAMECO CORP COM 13321L108 113,392 12,740,722 SH   SOLE   12,740,722 0 0
CAMPBELL SOUP CO COM 134429109 9,669 195,646 SH   SOLE   195,646 0 0
CAPITAL ONE FINL CORP COM 14040H105 97,197 944,482 SH   SOLE   944,482 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 6,150 161,200 SH   SOLE   161,200 0 0
CARA THERAPEUTICS INC COM 140755109 4,946 307,000 SH   SOLE   307,000 0 0
CARDINAL HEALTH INC COM 14149Y108 4,674 92,400 SH   SOLE   92,400 0 0
CARMAX INC COM 143130102 16,727 190,800 SH   SOLE   190,800 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 23,412 460,600 SH   SOLE   460,600 0 0
CATERPILLAR INC DEL COM 149123101 105,706 715,774 SH   SOLE   715,774 0 0
CATHAY GEN BANCORP COM 149150104 4,947 130,000 SH   SOLE   130,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 15,312 127,600 SH   SOLE   127,600 0 0
CBRE GROUP INC CL A 12504L109 23,603 385,100 SH   SOLE   385,100 0 0
CDW CORP COM 12514G108 24,354 170,500 SH   SOLE   170,500 0 0
CELLECTIS S A SPONSORED ADS 15117K103 9,844 575,000 SH   SOLE   575,000 0 0
CENTENE CORP DEL COM 15135B101 29,874 475,172 SH   SOLE   475,172 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 3,234 700,000 SH   SOLE   700,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 43,092 1,580,187 SH   SOLE   1,580,187 0 0
CENTURYLINK INC COM 156700106 15,013 1,136,475 SH   SOLE   1,136,475 0 0
CERNER CORP COM 156782104 26,826 365,520 SH   SOLE   365,520 0 0
CF INDS HLDGS INC COM 125269100 102,839 2,154,142 SH   SOLE   2,154,142 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 114,023 235,061 SH   SOLE   235,061 0 0
CHEMOCENTRYX INC COM 16383L106 11,865 300,000 SH   SOLE   300,000 0 0
CHEVRON CORP NEW COM 166764100 205,083 1,701,793 SH   SOLE   1,701,793 0 0
CHEWY INC CL A 16679L109 4,350 150,000 SH   SOLE   150,000 0 0
CHIASMA INC COM 16706W102 11,904 2,400,000 SH   SOLE   2,400,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 23,523 28,100 SH   SOLE   28,100 0 0
CHUBB LIMITED COM H1467J104 77,865 500,224 SH   SOLE   500,224 0 0
CHURCH & DWIGHT INC COM 171340102 19,651 279,374 SH   SOLE   279,374 0 0
CIGNA CORP NEW COM 125523100 89,300 436,698 SH   SOLE   436,698 0 0
CIMAREX ENERGY CO COM 171798101 97,870 1,864,555 SH   SOLE   1,864,555 0 0
CINTAS CORP COM 172908105 25,832 96,000 SH   SOLE   96,000 0 0
CISCO SYS INC COM 17275R102 232,962 4,857,421 SH   SOLE   4,857,421 0 0
CITIGROUP INC COM NEW 172967424 208,065 2,604,388 SH   SOLE   2,604,388 0 0
CITIZENS FINL GROUP INC COM 174610105 59,141 1,456,306 SH   SOLE   1,456,306 0 0
CITRIX SYS INC COM 177376100 9,027 81,400 SH   SOLE   81,400 0 0
CLARIVATE ANALYTICS PLC COM G21810109 8,652 515,000 SH   SOLE   515,000 0 0
CLOROX CO DEL COM 189054109 22,778 148,353 SH   SOLE   148,353 0 0
CME GROUP INC COM 12572Q105 76,962 383,431 SH   SOLE   383,431 0 0
COCA COLA CO COM 191216100 247,203 4,466,182 SH   SOLE   4,466,182 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 20,460 329,900 SH   SOLE   329,900 0 0
COHERENT INC COM 192479103 15,504 93,200 SH   SOLE   93,200 0 0
COHERUS BIOSCIENCES INC COM 19249H103 4,051 225,000 SH   SOLE   225,000 0 0
COLFAX CORP COM 194014106 4,249 116,802 SH   SOLE   116,802 0 0
COLGATE PALMOLIVE CO COM 194162103 68,786 999,220 SH   SOLE   999,220 0 0
COMCAST CORP NEW CL A 20030N101 238,015 5,292,750 SH   SOLE   5,292,750 0 0
COMERICA INC COM 200340107 37,855 527,600 SH   SOLE   527,600 0 0
COMMSCOPE HLDG CO INC COM 20337X109 104,340 7,353,086 SH   SOLE   7,353,086 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 657 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 18,933 552,945 SH   SOLE   552,945 0 0
CONCHO RES INC COM 20605P101 25,238 288,200 SH   SOLE   288,200 0 0
CONDUENT INC COM 206787103 620 100,000 SH   SOLE   100,000 0 0
CONMED CORP COM 207410101 10,065 90,000 SH   SOLE   90,000 0 0
CONOCOPHILLIPS COM 20825C104 115,181 1,771,192 SH   SOLE   1,771,192 0 0
CONSOLIDATED EDISON INC COM 209115104 34,704 383,600 SH   SOLE   383,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 36,672 193,267 SH   SOLE   193,267 0 0
CONTRAFECT CORP COM 212326102 1,788 2,880,000 SH   SOLE   2,880,000 0 0
COOPER COS INC COM NEW 216648402 18,410 57,299 SH   SOLE   57,299 0 0
COOPER TIRE & RUBR CO COM 216831107 2,257 78,490 SH   SOLE   78,490 0 0
COPART INC COM 217204106 21,044 231,400 SH   SOLE   231,400 0 0
CORNING INC COM 219350105 23,134 794,721 SH   SOLE   794,721 0 0
CORTEVA INC COM 22052L104 47,774 1,616,156 SH   SOLE   1,616,156 0 0
COSTCO WHSL CORP NEW COM 22160K105 149,452 508,478 SH   SOLE   508,478 0 0
COTY INC COM CL A 222070203 3,785 336,444 SH   SOLE   336,444 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,488 90,000 SH   SOLE   90,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 52,941 372,429 SH   SOLE   372,429 0 0
CROWN HOLDINGS INC COM 228368106 28,409 391,631 SH   SOLE   391,631 0 0
CSX CORP COM 126408103 61,323 847,477 SH   SOLE   847,477 0 0
CUBIC CORP COM 229669106 892 14,036 SH   SOLE   14,036 0 0
CVS HEALTH CORP COM 126650100 112,570 1,515,274 SH   SOLE   1,515,274 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 471 173,250 SH   SOLE   173,250 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 2,940 1,500,000 SH   SOLE   1,500,000 0 0
D R HORTON INC COM 23331A109 20,609 390,700 SH   SOLE   390,700 0 0
DANAHER CORPORATION COM 235851102 114,395 745,342 SH   SOLE   745,342 0 0
DARDEN RESTAURANTS INC COM 237194105 15,486 142,064 SH   SOLE   142,064 0 0
DATADOG INC CL A COM 23804L103 4,156 110,000 SH   SOLE   110,000 0 0
DAVITA INC COM 23918K108 7,893 105,200 SH   SOLE   105,200 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 535 50,000 SH   SOLE   50,000 0 0
DEERE & CO COM 244199105 61,321 353,927 SH   SOLE   353,927 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 41,438 708,583 SH   SOLE   708,583 0 0
DENTSPLY SIRONA INC COM 24906P109 14,708 259,900 SH   SOLE   259,900 0 0
DIAMONDBACK ENERGY INC COM 25278X109 36,024 387,940 SH   SOLE   387,940 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 8,812 400,000 SH   SOLE   400,000 0 0
DIGITAL RLTY TR INC COM 253868103 10,597 88,500 SH   SOLE   88,500 0 0
DISCOVERY INC COM SER A 25470F104 6,005 183,430 SH   SOLE   183,430 0 0
DISCOVERY INC COM SER C 25470F302 45,833 1,503,206 SH   SOLE   1,503,206 0 0
DISH NETWORK CORP CL A 25470M109 9,958 280,732 SH   SOLE   280,732 0 0
DISNEY WALT CO COM DISNEY 254687106 266,811 1,844,784 SH   SOLE   1,844,784 0 0
DOLLAR GEN CORP NEW COM 256677105 32,300 207,077 SH   SOLE   207,077 0 0
DOLLAR TREE INC COM 256746108 25,656 272,791 SH   SOLE   272,791 0 0
DOMINION ENERGY INC COM 25746U109 128,554 1,552,215 SH   SOLE   1,552,215 0 0
DOUGLAS EMMETT INC COM 25960P109 5,518 125,698 SH   SOLE   125,698 0 0
DOVER CORP COM 260003108 110,782 961,148 SH   SOLE   961,148 0 0
DTE ENERGY CO COM 233331107 27,455 211,400 SH   SOLE   211,400 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 113,221 1,241,327 SH   SOLE   1,241,327 0 0
DUKE REALTY CORP COM NEW 264411505 14,846 428,200 SH   SOLE   428,200 0 0
DUPONT DE NEMOURS INC COM 26614N102 150,161 2,338,955 SH   SOLE   2,338,955 0 0
DXC TECHNOLOGY CO COM 23355L106 15,426 410,378 SH   SOLE   410,378 0 0
DYNATRACE INC COM 268150109 1,265 50,000 SH   SOLE   50,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 17,619 388,341 SH   SOLE   388,341 0 0
EAGLE MATERIALS INC COM 26969P108 13,483 148,720 SH   SOLE   148,720 0 0
EAST WEST BANCORP INC COM 27579R104 46,379 952,346 SH   SOLE   952,346 0 0
EATON CORP PLC SHS G29183103 45,020 475,291 SH   SOLE   475,291 0 0
ECOLAB INC COM 278865100 68,315 353,980 SH   SOLE   353,980 0 0
EDISON INTL COM 281020107 155,019 2,055,684 SH   SOLE   2,055,684 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 40,462 173,441 SH   SOLE   173,441 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 33,153 2,225,000 SH   SOLE   2,225,000 0 0
ELECTRONIC ARTS INC COM 285512109 36,822 342,500 SH   SOLE   342,500 0 0
EMBRAER S A SPONSORED ADS 29082A107 1,523 78,117 SH   SOLE   78,117 0 0
EMERSON ELEC CO COM 291011104 32,555 426,901 SH   SOLE   426,901 0 0
ENCANA CORP COM 292505104 3,049 650,118 SH   SOLE   650,118 0 0
ENTERGY CORP NEW COM 29364G103 150,637 1,257,400 SH   SOLE   1,257,400 0 0
ENVISTA HLDGS CORP COM 29415F104 18,697 630,814 SH   SOLE   630,814 0 0
EOG RES INC COM 26875P101 81,867 977,400 SH   SOLE   977,400 0 0
EPAM SYS INC COM 29414B104 12,730 60,000 SH   SOLE   60,000 0 0
EQT CORP COM 26884L109 7,808 716,340 SH   SOLE   716,340 0 0
EQUIFAX INC COM 294429105 5,198 37,100 SH   SOLE   37,100 0 0
EQUINIX INC COM 29444U700 57,408 98,352 SH   SOLE   98,352 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 23,936 295,795 SH   SOLE   295,795 0 0
ESSEX PPTY TR INC COM 297178105 22,745 75,600 SH   SOLE   75,600 0 0
EVERCORE INC CLASS A 29977A105 3,738 50,000 SH   SOLE   50,000 0 0
EVERGY INC COM 30034W106 90,662 1,392,870 SH   SOLE   1,392,870 0 0
EVERQUOTE INC COM CL A 30041R108 3,152 91,772 SH   SOLE   91,772 0 0
EVERSOURCE ENERGY COM 30040W108 31,944 375,500 SH   SOLE   375,500 0 0
EXELON CORP COM 30161N101 51,234 1,123,800 SH   SOLE   1,123,800 0 0
EXPEDIA GROUP INC COM NEW 30212P303 17,227 159,300 SH   SOLE   159,300 0 0
EXPEDITORS INTL WASH INC COM 302130109 15,378 197,100 SH   SOLE   197,100 0 0
EXTRA SPACE STORAGE INC COM 30225T102 15,737 149,000 SH   SOLE   149,000 0 0
EXXON MOBIL CORP COM 30231G102 200,219 2,869,292 SH   SOLE   2,869,292 0 0
F5 NETWORKS INC COM 315616102 9,887 70,800 SH   SOLE   70,800 0 0
FACEBOOK INC CL A 30303M102 563,849 2,747,135 SH   SOLE   2,747,135 0 0
FARMER BROS CO COM 307675108 13,098 869,699 SH   SOLE   869,699 0 0
FASTLY INC CL A 31188V100 502 25,000 SH   SOLE   25,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 10,401 80,800 SH   SOLE   80,800 0 0
FEDEX CORP COM 31428X106 41,871 276,904 SH   SOLE   276,904 0 0
FERROGLOBE PLC SHS G33856108 13,387 14,241,392 SH   SOLE   14,241,392 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 170,472 1,225,624 SH   SOLE   1,225,624 0 0
FIFTH THIRD BANCORP COM 316773100 26,332 856,600 SH   SOLE   856,600 0 0
FIRSTENERGY CORP COM 337932107 102,283 2,104,592 SH   SOLE   2,104,592 0 0
FISERV INC COM 337738108 34,089 294,810 SH   SOLE   294,810 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 1,148 250,000 SH   SOLE   250,000 0 0
FIVE9 INC COM 338307101 5,574 85,000 SH   SOLE   85,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 22,902 79,598 SH   SOLE   79,598 0 0
FLOWSERVE CORP COM 34354P105 18,851 378,769 SH   SOLE   378,769 0 0
FORD MTR CO DEL COM 345370860 42,164 4,533,800 SH   SOLE   4,533,800 0 0
FORTINET INC COM 34959E109 17,521 164,118 SH   SOLE   164,118 0 0
FORTIVE CORP COM 34959J108 26,100 341,668 SH   SOLE   341,668 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 41,617 636,923 SH   SOLE   636,923 0 0
FOX CORP CL B COM 35137L204 6,559 180,190 SH   SOLE   180,190 0 0
FRANKS INTL N V COM N33462107 4,554 880,846 SH   SOLE   880,846 0 0
FREEPORT-MCMORAN INC CL B 35671D857 28,632 2,182,300 SH   SOLE   2,182,300 0 0
FTS INTERNATIONAL INC COM 30283W104 68 65,000 SH   SOLE   65,000 0 0
GALERA THERAPEUTICS INC COM 36338D108 17,108 1,300,000 SH   SOLE   1,300,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 69,623 731,100 SH   SOLE   731,100 0 0
GARMIN LTD SHS H2906T109 16,300 167,079 SH   SOLE   167,079 0 0
GARRETT MOTION INC COM 366505105 279 27,919 SH   SOLE   27,919 0 0
GARTNER INC COM 366651107 12,960 84,100 SH   SOLE   84,100 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 52,052 3,782,827 SH   SOLE   3,782,827 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 20,835 917,459 SH   SOLE   917,459 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 15,474 300,000 SH   SOLE   300,000 0 0
GENERAL DYNAMICS CORP COM 369550108 78,551 445,427 SH   SOLE   445,427 0 0
GENERAL ELECTRIC CO COM 369604103 116,988 10,482,804 SH   SOLE   10,482,804 0 0
GENERAL MLS INC COM 370334104 37,502 700,196 SH   SOLE   700,196 0 0
GENERAL MTRS CO COM 37045V100 59,485 1,625,286 SH   SOLE   1,625,286 0 0
GENPACT LIMITED SHS G3922B107 29,519 700,000 SH   SOLE   700,000 0 0
GENTEX CORP COM 371901109 87,671 3,025,208 SH   SOLE   3,025,208 0 0
GENUINE PARTS CO COM 372460105 17,868 168,200 SH   SOLE   168,200 0 0
GILEAD SCIENCES INC COM 375558103 82,097 1,263,425 SH   SOLE   1,263,425 0 0
GLOBAL PMTS INC COM 37940X102 108,423 593,902 SH   SOLE   593,902 0 0
GLOBE LIFE INC COM 37959E102 7,031 66,800 SH   SOLE   66,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 68,243 296,800 SH   SOLE   296,800 0 0
GOODRICH PETE CORP COM PAR 382410843 1,187 118,201 SH   SOLE   118,201 0 0
GRACE W R & CO DEL NEW COM 38388F108 59,373 850,000 SH   SOLE   850,000 0 0
GREENSKY INC CL A 39572G100 6,969 783,031 SH   SOLE   783,031 0 0
GS ACQUISITION HLDGS CORP *W EXP 06/12/202 36255F110 2,074 900,000 SH   SOLE   900,000 0 0
GS ACQUISITION HLDGS CORP COM CL A 36255F102 29,781 2,700,000 SH   SOLE   2,700,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 19,946 1,125,000 SH   SOLE   1,125,000 0 0
HANESBRANDS INC COM 410345102 5,490 369,721 SH   SOLE   369,721 0 0
HARSCO CORP COM 415864107 60,669 2,636,640 SH   SOLE   2,636,640 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 15,303 251,817 SH   SOLE   251,817 0 0
HASBRO INC COM 418056107 15,363 145,472 SH   SOLE   145,472 0 0
HBT FINL INC COM 404111106 7,786 410,000 SH   SOLE   410,000 0 0
HCA HEALTHCARE INC COM 40412C101 45,141 305,400 SH   SOLE   305,400 0 0
HEALTHPEAK PPTYS INC COM 42250P103 19,625 569,343 SH   SOLE   569,343 0 0
HENRY JACK & ASSOC INC COM 426281101 26,047 178,810 SH   SOLE   178,810 0 0
HENRY SCHEIN INC COM 806407102 4,470 67,000 SH   SOLE   67,000 0 0
HERSHEY CO COM 427866108 24,999 170,085 SH   SOLE   170,085 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 15,529 979,136 SH   SOLE   979,136 0 0
HILLENBRAND INC COM 431571108 20,421 613,053 SH   SOLE   613,053 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 36,756 331,400 SH   SOLE   331,400 0 0
HOLOGIC INC COM 436440101 16,074 307,876 SH   SOLE   307,876 0 0
HOME DEPOT INC COM 437076102 277,453 1,270,505 SH   SOLE   1,270,505 0 0
HONEYWELL INTL INC COM 438516106 49,494 279,626 SH   SOLE   279,626 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 36,200 1,000,000 SH   SOLE   1,000,000 0 0
HORMEL FOODS CORP COM 440452100 14,622 324,146 SH   SOLE   324,146 0 0
HOST HOTELS & RESORTS INC COM 44107P104 15,380 829,133 SH   SOLE   829,133 0 0
HP INC COM 40434L105 35,449 1,725,036 SH   SOLE   1,725,036 0 0
HUDSON PAC PPTYS INC COM 444097109 1,734 46,059 SH   SOLE   46,059 0 0
HUMANA INC COM 444859102 56,924 155,310 SH   SOLE   155,310 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 99,550 396,805 SH   SOLE   396,805 0 0
IDEX CORP COM 45167R104 14,556 84,626 SH   SOLE   84,626 0 0
IDEXX LABS INC COM 45168D104 25,831 98,919 SH   SOLE   98,919 0 0
IHEARTMEDIA INC COM CL A 45174J509 505 29,859 SH   SOLE   29,859 0 0
IHS MARKIT LTD SHS G47567105 35,102 465,857 SH   SOLE   465,857 0 0
ILLINOIS TOOL WKS INC COM 452308109 40,164 223,592 SH   SOLE   223,592 0 0
ILLUMINA INC COM 452327109 56,864 171,411 SH   SOLE   171,411 0 0
IMMUNOVANT INC *W EXP 12/18/202 45258J110 2,040 1,020,000 SH   SOLE   1,020,000 0 0
IMMUNOVANT INC COM 45258J102 16,187 1,020,000 SH   SOLE   1,020,000 0 0
INCYTE CORP COM 45337C102 14,500 166,052 SH   SOLE   166,052 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 2,471 2,478,693 SH   SOLE   2,478,693 0 0
INGERSOLL-RAND PLC SHS G47791101 35,042 263,634 SH   SOLE   263,634 0 0
INNATE PHARMA S A SPONSORED ADS 45781K204 1,288 200,000 SH   SOLE   200,000 0 0
INOGEN INC COM 45780L104 9,225 135,000 SH   SOLE   135,000 0 0
INSPIRE MED SYS INC COM 457730109 9,276 125,000 SH   SOLE   125,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 730 1,460,000 SH   SOLE   1,460,000 0 0
INTEL CORP COM 458140100 285,998 4,778,580 SH   SOLE   4,778,580 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 60,008 648,390 SH   SOLE   648,390 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 114,871 856,990 SH   SOLE   856,990 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,064 31,501 SH   SOLE   31,501 0 0
INTERSECT ENT INC COM 46071F103 28,635 1,150,000 SH   SOLE   1,150,000 0 0
INTL PAPER CO COM 460146103 21,362 463,892 SH   SOLE   463,892 0 0
INTUIT COM 461202103 79,522 303,600 SH   SOLE   303,600 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 95,610 161,735 SH   SOLE   161,735 0 0
INVESCO LTD SHS G491BT108 11,609 645,669 SH   SOLE   645,669 0 0
IPG PHOTONICS CORP COM 44980X109 449 3,100 SH   SOLE   3,100 0 0
IQVIA HLDGS INC COM 46266C105 32,540 210,600 SH   SOLE   210,600 0 0
IRON MTN INC NEW COM 46284V101 8,084 253,652 SH   SOLE   253,652 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 18,301 1,375,000 SH   SOLE   1,375,000 0 0
ITT INC COM 45073V108 126,475 1,711,198 SH   SOLE   1,711,198 0 0
JABIL INC COM 466313103 46,684 1,129,547 SH   SOLE   1,129,547 0 0
JACOBS ENGR GROUP INC COM 469814107 14,115 157,125 SH   SOLE   157,125 0 0
JETBLUE AWYS CORP COM 477143101 8,072 431,221 SH   SOLE   431,221 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 33,798 300,000 SH   SOLE   300,000 0 0
JOHNSON & JOHNSON COM 478160104 422,054 2,893,355 SH   SOLE   2,893,355 0 0
JOHNSON CTLS INTL PLC SHS G51502105 116,673 2,865,951 SH   SOLE   2,865,951 0 0
JPMORGAN CHASE & CO COM 46625H100 486,632 3,490,907 SH   SOLE   3,490,907 0 0
JUNIPER NETWORKS INC COM 48203R104 7,180 291,500 SH   SOLE   291,500 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 8,905 500,000 SH   SOLE   500,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 17,307 113,000 SH   SOLE   113,000 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 72,597 3,787,000 SH   SOLE   3,787,000 0 0
KEARNY FINL CORP MD COM 48716P108 1,037 75,000 SH   SOLE   75,000 0 0
KELLOGG CO COM 487836108 19,948 288,437 SH   SOLE   288,437 0 0
KEYCORP NEW COM 493267108 62,957 3,110,511 SH   SOLE   3,110,511 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 18,230 177,625 SH   SOLE   177,625 0 0
KILROY RLTY CORP COM 49427F108 1,259 15,000 SH   SOLE   15,000 0 0
KIMBERLY CLARK CORP COM 494368103 141,845 1,031,225 SH   SOLE   1,031,225 0 0
KIMCO RLTY CORP COM 49446R109 9,667 466,763 SH   SOLE   466,763 0 0
KINDER MORGAN INC DEL COM 49456B101 13,595 642,200 SH   SOLE   642,200 0 0
KINDRED BIOSCIENCES INC COM 494577109 13,992 1,650,000 SH   SOLE   1,650,000 0 0
KLA CORPORATION COM NEW 482480100 46,594 261,514 SH   SOLE   261,514 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 39,124 1,091,633 SH   SOLE   1,091,633 0 0
KOSMOS ENERGY LTD COM 500688106 8,265 1,450,000 SH   SOLE   1,450,000 0 0
KRAFT HEINZ CO COM 500754106 22,752 708,132 SH   SOLE   708,132 0 0
KROGER CO COM 501044101 5,701 196,657 SH   SOLE   196,657 0 0
KURA ONCOLOGY INC COM 50127T109 688 50,000 SH   SOLE   50,000 0 0
L BRANDS INC COM 501797104 3,780 208,591 SH   SOLE   208,591 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 146,637 741,080 SH   SOLE   741,080 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,227 30,900 SH   SOLE   30,900 0 0
LAM RESEARCH CORP COM 512807108 110,930 379,378 SH   SOLE   379,378 0 0
LAMB WESTON HLDGS INC COM 513272104 14,539 169,000 SH   SOLE   169,000 0 0
LAS VEGAS SANDS CORP COM 517834107 27,057 391,900 SH   SOLE   391,900 0 0
LENNAR CORP CL A 526057104 18,350 328,917 SH   SOLE   328,917 0 0
LENNOX INTL INC COM 526107107 12,088 49,548 SH   SOLE   49,548 0 0
LEO HOLDINGS CORP COM CL A G5463L105 1,442 139,500 SH   SOLE   139,500 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 67,396 1,400,000 SH   SOLE   1,400,000 0 0
LILLY ELI & CO COM 532457108 29,120 221,561 SH   SOLE   221,561 0 0
LINCOLN NATL CORP IND COM 534187109 18,969 321,461 SH   SOLE   321,461 0 0
LINDE PLC SHS G5494J103 148,265 696,409 SH   SOLE   696,409 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 11,935 167,000 SH   SOLE   167,000 0 0
LKQ CORP COM 501889208 9,418 263,800 SH   SOLE   263,800 0 0
LOCKHEED MARTIN CORP COM 539830109 243,313 624,874 SH   SOLE   624,874 0 0
LOGICBIO THERAPEUTICS INC COM 54142F102 8,975 1,246,554 SH   SOLE   1,246,554 0 0
LOUISIANA PAC CORP COM 546347105 102,899 3,468,123 SH   SOLE   3,468,123 0 0
LOWES COS INC COM 548661107 106,915 892,743 SH   SOLE   892,743 0 0
LYFT INC CL A COM 55087P104 15,057 350,000 SH   SOLE   350,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 3,644 40,000 SH   SOLE   40,000 0 0
MARATHON OIL CORP COM 565849106 5,782 425,800 SH   SOLE   425,800 0 0
MARATHON PETE CORP COM 56585A102 118,649 1,969,275 SH   SOLE   1,969,275 0 0
MARINUS PHARMACEUTICALS INC COM 56854Q101 10,368 4,800,000 SH   SOLE   4,800,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 11,089 29,250 SH   SOLE   29,250 0 0
MARRIOTT INTL INC NEW CL A 571903202 47,750 315,325 SH   SOLE   315,325 0 0
MARSH & MCLENNAN COS INC COM 571748102 50,255 451,079 SH   SOLE   451,079 0 0
MARTIN MARIETTA MATLS INC COM 573284106 60,205 215,294 SH   SOLE   215,294 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 81,838 3,081,261 SH   SOLE   3,081,261 0 0
MASCO CORP COM 574599106 92,990 1,937,700 SH   SOLE   1,937,700 0 0
MASTERCARD INC CL A 57636Q104 368,582 1,234,410 SH   SOLE   1,234,410 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 5,044 82,000 SH   SOLE   82,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 24,002 141,415 SH   SOLE   141,415 0 0
MCDONALDS CORP COM 580135101 174,031 880,677 SH   SOLE   880,677 0 0
MCKESSON CORP COM 58155Q103 29,609 214,060 SH   SOLE   214,060 0 0
MDU RES GROUP INC COM 552690109 44,565 1,500,000 SH   SOLE   1,500,000 0 0
MEDTRONIC PLC SHS G5960L103 177,352 1,563,265 SH   SOLE   1,563,265 0 0
MEIRAGTX HOLDINGS PLC COM G59665102 9,510 475,000 SH   SOLE   475,000 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 23,436 200,000 SH   SOLE   200,000 0 0
MERCK & CO INC COM 58933Y105 315,650 3,470,591 SH   SOLE   3,470,591 0 0
METLIFE INC COM 59156R108 47,406 930,076 SH   SOLE   930,076 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 46,415 58,510 SH   SOLE   58,510 0 0
MGM RESORTS INTERNATIONAL COM 552953101 20,128 605,000 SH   SOLE   605,000 0 0
MICHAELS COS INC COM 59408Q106 11,910 1,472,153 SH   SOLE   1,472,153 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,173 30,300 SH   SOLE   30,300 0 0
MICRON TECHNOLOGY INC COM 595112103 67,092 1,247,530 SH   SOLE   1,247,530 0 0
MICROSOFT CORP COM 594918104 1,438,580 9,122,255 SH   SOLE   9,122,255 0 0
MID AMER APT CMNTYS INC COM 59522J103 17,267 130,950 SH   SOLE   130,950 0 0
MILESTONE PHARMACEUTICALS IN COM 59935V107 9,606 600,000 SH   SOLE   600,000 0 0
MILLENDO THERAPEUTICS INC COM 60040X103 3,370 500,000 SH   SOLE   500,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 11,219 208,136 SH   SOLE   208,136 0 0
MONDELEZ INTL INC CL A 609207105 91,950 1,669,397 SH   SOLE   1,669,397 0 0
MONOLITHIC PWR SYS INC COM 609839105 11,927 67,000 SH   SOLE   67,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 28,805 453,261 SH   SOLE   453,261 0 0
MOODYS CORP COM 615369105 41,231 173,672 SH   SOLE   173,672 0 0
MOOG INC CL A 615394202 644 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 85,166 1,666,006 SH   SOLE   1,666,006 0 0
MOSAIC CO NEW COM 61945C103 211,260 9,762,481 SH   SOLE   9,762,481 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 50,223 311,676 SH   SOLE   311,676 0 0
MSCI INC COM 55354G100 25,121 97,300 SH   SOLE   97,300 0 0
MYLAN N V SHS EURO N59465109 6,242 310,571 SH   SOLE   310,571 0 0
MYOVANT SCIENCES LTD COM G637AM102 7,760 500,000 SH   SOLE   500,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 216 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 13,964 130,380 SH   SOLE   130,380 0 0
NATIONAL VISION HLDGS INC COM 63845R107 249,120 7,681,773 SH   SOLE   7,681,773 0 0
NETAPP INC COM 64110D104 14,996 240,900 SH   SOLE   240,900 0 0
NETFLIX INC COM 64110L106 178,530 551,751 SH   SOLE   551,751 0 0
NEVRO CORP COM 64157F103 25,859 220,000 SH   SOLE   220,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 32,093 2,670,000 SH   SOLE   2,670,000 0 0
NEWELL BRANDS INC COM 651229106 8,403 437,200 SH   SOLE   437,200 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 41,112 946,200 SH   SOLE   946,200 0 0
NEWS CORP NEW CL A 65249B109 6,292 444,970 SH   SOLE   444,970 0 0
NEWS CORP NEW CL B 65249B208 1,958 134,931 SH   SOLE   134,931 0 0
NEXTERA ENERGY INC COM 65339F101 137,025 565,846 SH   SOLE   565,846 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 8,372 412,394 SH   SOLE   412,394 0 0
NIKE INC CL B 654106103 128,353 1,266,938 SH   SOLE   1,266,938 0 0
NINE ENERGY SVC INC COM 65441V101 15,394 1,968,570 SH   SOLE   1,968,570 0 0
NISOURCE INC COM 65473P105 12,014 431,544 SH   SOLE   431,544 0 0
NOBLE ENERGY INC COM 655044105 156,462 6,298,783 SH   SOLE   6,298,783 0 0
NORFOLK SOUTHERN CORP COM 655844108 59,056 304,206 SH   SOLE   304,206 0 0
NORTHERN TR CORP COM 665859104 10,231 96,300 SH   SOLE   96,300 0 0
NORTONLIFELOCK INC COM 668771108 43,618 1,709,159 SH   SOLE   1,709,159 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 14,743 252,400 SH   SOLE   252,400 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 98,659 2,607,965 SH   SOLE   2,607,965 0 0
NOVARTIS A G SPONSORED ADR 66987V109 11,836 125,000 SH   SOLE   125,000 0 0
NOVO-NORDISK A S ADR 670100205 46,304 800,000 SH   SOLE   800,000 0 0
NRG ENERGY INC COM NEW 629377508 11,644 292,920 SH   SOLE   292,920 0 0
NUCOR CORP COM 670346105 19,801 351,835 SH   SOLE   351,835 0 0
NUTANIX INC CL A 67059N108 782 25,000 SH   SOLE   25,000 0 0
NUTRIEN LTD COM 67077M108 45,515 950,000 SH   SOLE   950,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 47,118 1,842,004 SH   SOLE   1,842,004 0 0
NVIDIA CORP COM 67066G104 167,882 713,481 SH   SOLE   713,481 0 0
NVR INC COM 62944T105 15,614 4,100 SH   SOLE   4,100 0 0
NXP SEMICONDUCTORS N V COM N6596X109 55,816 438,600 SH   SOLE   438,600 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 29,889 68,200 SH   SOLE   68,200 0 0
OCCIDENTAL PETE CORP COM 674599105 23,408 568,021 SH   SOLE   568,021 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 14,139 74,500 SH   SOLE   74,500 0 0
OLIN CORP COM PAR $1 680665205 128,854 7,469,782 SH   SOLE   7,469,782 0 0
OMNICOM GROUP INC COM 681919106 20,539 253,500 SH   SOLE   253,500 0 0
ONEMAIN HLDGS INC COM 68268W103 23,581 559,458 SH   SOLE   559,458 0 0
ONEOK INC NEW COM 682680103 19,076 252,100 SH   SOLE   252,100 0 0
ORACLE CORP COM 68389X105 117,967 2,226,642 SH   SOLE   2,226,642 0 0
ORBCOMM INC COM 68555P100 32,680 7,762,551 SH   SOLE   7,762,551 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 51,412 3,739,084 SH   SOLE   3,739,084 0 0
OWENS CORNING NEW COM 690742101 69,121 1,061,443 SH   SOLE   1,061,443 0 0
PACCAR INC COM 693718108 35,677 451,039 SH   SOLE   451,039 0 0
PACKAGING CORP AMER COM 695156109 11,938 106,600 SH   SOLE   106,600 0 0
PAGERDUTY INC COM 69553P100 819 35,000 SH   SOLE   35,000 0 0
PARSLEY ENERGY INC CL A 701877102 126,871 6,709,177 SH   SOLE   6,709,177 0 0
PAYCHEX INC COM 704326107 26,262 308,746 SH   SOLE   308,746 0 0
PAYPAL HLDGS INC COM 70450Y103 147,974 1,367,975 SH   SOLE   1,367,975 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 25,659 903,500 SH   SOLE   903,500 0 0
PENTAIR PLC SHS G7S00T104 4,906 106,952 SH   SOLE   106,952 0 0
PENUMBRA INC COM 70975L107 38,603 235,000 SH   SOLE   235,000 0 0
PEPSICO INC COM 713448108 221,977 1,624,179 SH   SOLE   1,624,179 0 0
PERKINELMER INC COM 714046109 7,589 78,160 SH   SOLE   78,160 0 0
PERRIGO CO PLC SHS G97822103 5,898 114,176 SH   SOLE   114,176 0 0
PERSPECTA INC COM 715347100 4,817 182,168 SH   SOLE   182,168 0 0
PFIZER INC COM 717081103 255,892 6,531,191 SH   SOLE   6,531,191 0 0
PHILIP MORRIS INTL INC COM 718172109 154,196 1,812,154 SH   SOLE   1,812,154 0 0
PHILLIPS 66 COM 718546104 48,530 435,601 SH   SOLE   435,601 0 0
PINNACLE WEST CAP CORP COM 723484101 11,661 129,663 SH   SOLE   129,663 0 0
PINTEREST INC CL A 72352L106 3,262 175,000 SH   SOLE   175,000 0 0
PIONEER NAT RES CO COM 723787107 133,861 884,330 SH   SOLE   884,330 0 0
PNC FINL SVCS GROUP INC COM 693475105 105,129 658,577 SH   SOLE   658,577 0 0
PNM RES INC COM 69349H107 15,213 300,000 SH   SOLE   300,000 0 0
POLYONE CORP COM 73179P106 7,358 200,000 SH   SOLE   200,000 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 14,925 625,000 SH   SOLE   625,000 0 0
PPG INDS INC COM 693506107 36,402 272,698 SH   SOLE   272,698 0 0
PPL CORP COM 69351T106 29,920 833,900 SH   SOLE   833,900 0 0
PRECISION BIOSCIENCES INC COM 74019P108 2,778 200,000 SH   SOLE   200,000 0 0
PREVAIL THERAPEUTICS INC COM 74140Y101 7,854 496,169 SH   SOLE   496,169 0 0
PRICE T ROWE GROUP INC COM 74144T108 33,156 272,130 SH   SOLE   272,130 0 0
PRINCIPIA BIOPHARMA INC COM 74257L108 27,390 500,000 SH   SOLE   500,000 0 0
PROCTER & GAMBLE CO COM 742718109 363,131 2,907,373 SH   SOLE   2,907,373 0 0
PROGRESSIVE CORP OHIO COM 743315103 41,863 578,304 SH   SOLE   578,304 0 0
PROLOGIS INC COM 74340W103 65,592 735,829 SH   SOLE   735,829 0 0
PROPETRO HLDG CORP COM 74347M108 15,753 1,400,264 SH   SOLE   1,400,264 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 45,302 4,571,319 SH   SOLE   4,571,319 0 0
PROSIGHT GLOBAL INC COM 74349J103 5,103 316,353 SH   SOLE   316,353 0 0
PRUDENTIAL FINL INC COM 744320102 36,975 394,437 SH   SOLE   394,437 0 0
PUBLIC STORAGE COM 74460D109 36,691 172,292 SH   SOLE   172,292 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 67,715 1,146,744 SH   SOLE   1,146,744 0 0
PULTE GROUP INC COM 745867101 11,578 298,400 SH   SOLE   298,400 0 0
PVH CORP COM 693656100 9,074 86,300 SH   SOLE   86,300 0 0
QIAGEN NV SHS NEW N72482123 37,180 1,100,000 SH   SOLE   1,100,000 0 0
QORVO INC COM 74736K101 12,062 103,778 SH   SOLE   103,778 0 0
QUALCOMM INC COM 747525103 108,643 1,231,364 SH   SOLE   1,231,364 0 0
QUANTA SVCS INC COM 74762E102 6,650 163,347 SH   SOLE   163,347 0 0
QUEST DIAGNOSTICS INC COM 74834L100 16,147 151,200 SH   SOLE   151,200 0 0
RALPH LAUREN CORP CL A 751212101 6,974 59,492 SH   SOLE   59,492 0 0
RANGE RES CORP COM 75281A109 22,795 4,700,000 SH   SOLE   4,700,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 13,177 147,300 SH   SOLE   147,300 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 6,890 1,794,341 SH   SOLE   1,794,341 0 0
REALTY INCOME CORP COM 756109104 27,950 379,600 SH   SOLE   379,600 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 23,101 113,000 SH   SOLE   113,000 0 0
REGENCY CTRS CORP COM 758849103 12,126 192,200 SH   SOLE   192,200 0 0
REGIONS FINL CORP NEW COM 7591EP100 8,075 470,564 SH   SOLE   470,564 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 169 14,180 SH   SOLE   14,180 0 0
RESMED INC COM 761152107 25,971 167,590 SH   SOLE   167,590 0 0
RETROPHIN INC COM 761299106 1,065 75,000 SH   SOLE   75,000 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 574 25,000 SH   SOLE   25,000 0 0
RINGCENTRAL INC CL A 76680R206 27,831 165,000 SH   SOLE   165,000 0 0
ROBERT HALF INTL INC COM 770323103 8,273 131,000 SH   SOLE   131,000 0 0
ROLLINS INC COM 775711104 5,654 170,500 SH   SOLE   170,500 0 0
ROSS STORES INC COM 778296103 49,239 422,939 SH   SOLE   422,939 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 26,368 197,500 SH   SOLE   197,500 0 0
ROYAL GOLD INC COM 780287108 6,113 50,000 SH   SOLE   50,000 0 0
S&P GLOBAL INC COM 78409V104 96,690 354,111 SH   SOLE   354,111 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,610 50,000 SH   SOLE   50,000 0 0
SALESFORCE COM INC COM 79466L302 167,930 1,032,523 SH   SOLE   1,032,523 0 0
SANOFI RIGHT 12/31/2020 80105N113 529 614,455 SH   SOLE   614,455 0 0
SAREPTA THERAPEUTICS INC COM 803607100 140,309 1,087,330 SH   SOLE   1,087,330 0 0
SATSUMA PHARMACEUTICALS INC COM 80405P107 13,651 693,625 SH   SOLE   693,625 0 0
SAVARA INC COM 805111101 1,792 400,000 SH   SOLE   400,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 27,521 114,200 SH   SOLE   114,200 0 0
SCHLUMBERGER LTD COM 806857108 70,851 1,762,467 SH   SOLE   1,762,467 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 41,922 481,756 SH   SOLE   481,756 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 10,618 100,000 SH   SOLE   100,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 13,988 235,100 SH   SOLE   235,100 0 0
SEALED AIR CORP NEW COM 81211K100 7,148 179,475 SH   SOLE   179,475 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 10,908 1,175,388 SH   SOLE   1,175,388 0 0
SEMPRA ENERGY COM 816851109 204,740 1,351,600 SH   SOLE   1,351,600 0 0
SEMTECH CORP COM 816850101 14,736 278,567 SH   SOLE   278,567 0 0
SERVICENOW INC COM 81762P102 57,057 202,100 SH   SOLE   202,100 0 0
SHERWIN WILLIAMS CO COM 824348106 200,710 343,952 SH   SOLE   343,952 0 0
SHOCKWAVE MED INC COM 82489T104 3,294 75,000 SH   SOLE   75,000 0 0
SILK ROAD MEDICAL INC COM 82710M100 4,038 100,000 SH   SOLE   100,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 51,722 347,218 SH   SOLE   347,218 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 24,047 758,572 SH   SOLE   758,572 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 30,008 248,250 SH   SOLE   248,250 0 0
SL GREEN RLTY CORP COM 78440X101 13,565 147,636 SH   SOLE   147,636 0 0
SMITH A O CORP COM 831865209 7,633 160,232 SH   SOLE   160,232 0 0
SMUCKER J M CO COM NEW 832696405 13,467 129,327 SH   SOLE   129,327 0 0
SNAP INC CL A 83304A106 35,110 2,150,000 SH   SOLE   2,150,000 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 20,095 1,435,367 SH   SOLE   1,435,367 0 0
SOUTHWEST AIRLS CO COM 844741108 29,780 551,677 SH   SOLE   551,677 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 68,887 906,767 SH   SOLE   906,767 0 0
SPARK ENERGY INC CL A COM 846511103 124 13,474 SH   SOLE   13,474 0 0
SPARTAN ENERGY ACQUISITON CO *W EXP 08/27/202 846784122 871 1,584,000 SH   SOLE   1,584,000 0 0
SPARTAN ENERGY ACQUISITON CO CL A COM STK 846784106 48,318 4,752,000 SH   SOLE   4,752,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 610 8,376 SH   SOLE   8,376 0 0
SPROUT SOCIAL INC COM CL A 85209W109 401 25,000 SH   SOLE   25,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 24,560 400,000 SH   SOLE   400,000 0 0
STARBUCKS CORP COM 855244109 122,078 1,388,507 SH   SOLE   1,388,507 0 0
STATE STR CORP COM 857477103 47,689 602,900 SH   SOLE   602,900 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 34,122 3,210,000 SH   SOLE   3,210,000 0 0
STERIS PLC SHS USD G8473T100 15,410 101,100 SH   SOLE   101,100 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 8,498 315,800 SH   SOLE   315,800 0 0
STRYKER CORP COM 863667101 68,325 325,452 SH   SOLE   325,452 0 0
SUMMIT MATLS INC CL A 86614U100 82,756 3,462,584 SH   SOLE   3,462,584 0 0
SUNDIAL GROWERS INC COM 86730L109 2,709 900,000 SH   SOLE   900,000 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 14,173 1,270,000 SH   SOLE   1,270,000 0 0
SUTRO BIOPHARMA INC COM 869367102 275 25,000 SH   SOLE   25,000 0 0
SVB FINL GROUP COM 78486Q101 29,347 116,900 SH   SOLE   116,900 0 0
SWITCHBACK ENERGY ACQUISITIO *W EXP 07/25/202 87105M110 480 800,000 SH   SOLE   800,000 0 0
SWITCHBACK ENERGY ACQUISITIO COM CL A 87105M102 23,520 2,400,000 SH   SOLE   2,400,000 0 0
SYNCHRONY FINL COM 87165B103 30,180 838,112 SH   SOLE   838,112 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 10,975 1,250,000 SH   SOLE   1,250,000 0 0
SYNOPSYS INC COM 871607107 22,133 159,000 SH   SOLE   159,000 0 0
SYSCO CORP COM 871829107 50,650 592,124 SH   SOLE   592,124 0 0
T MOBILE US INC COM 872590104 62,097 791,850 SH   SOLE   791,850 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11,330 195,000 SH   SOLE   195,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 15,912 129,967 SH   SOLE   129,967 0 0
TARGET CORP COM 87612E106 75,584 589,529 SH   SOLE   589,529 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 23,380 499,565 SH   SOLE   499,565 0 0
TE CONNECTIVITY LTD REG SHS H84989104 34,313 358,022 SH   SOLE   358,022 0 0
TECHNIPFMC PLC COM G87110105 10,130 472,500 SH   SOLE   472,500 0 0
TELEFLEX INC COM 879369106 19,972 53,055 SH   SOLE   53,055 0 0
TEXAS INSTRS INC COM 882508104 95,081 741,144 SH   SOLE   741,144 0 0
TEXTRON INC COM 883203101 69,611 1,560,780 SH   SOLE   1,560,780 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 68,796 1,446,500 SH   SOLE   1,446,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 151,872 467,486 SH   SOLE   467,486 0 0
TIFFANY & CO NEW COM 886547108 16,863 126,173 SH   SOLE   126,173 0 0
TIMKEN CO COM 887389104 51,252 910,167 SH   SOLE   910,167 0 0
TJX COS INC NEW COM 872540109 84,777 1,388,422 SH   SOLE   1,388,422 0 0
TORTOISE ACQUISITION CORP *W EXP 03/04/202 89154L118 474 1,012,500 SH   SOLE   1,012,500 0 0
TORTOISE ACQUISITION CORP CL A 89154L100 20,230 2,025,000 SH   SOLE   2,025,000 0 0
TOTAL S A SPONSORED ADS 89151E109 14,931 270,000 SH   SOLE   270,000 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 70,861 504,208 SH   SOLE   504,208 0 0
TRACTOR SUPPLY CO COM 892356106 12,773 136,700 SH   SOLE   136,700 0 0
TRADEWEB MKTS INC CL A 892672106 16,310 351,894 SH   SOLE   351,894 0 0
TRANSDIGM GROUP INC COM 893641100 32,117 57,352 SH   SOLE   57,352 0 0
TRAVELERS COMPANIES INC COM 89417E109 15,831 115,594 SH   SOLE   115,594 0 0
TRUIST FINL CORP COM 89832Q109 71,981 1,278,074 SH   SOLE   1,278,074 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 1,557 25,000 SH   SOLE   25,000 0 0
TWITTER INC COM 90184L102 2,391 74,600 SH   SOLE   74,600 0 0
TYSON FOODS INC CL A 902494103 30,922 339,655 SH   SOLE   339,655 0 0
UDR INC COM 902653104 15,859 339,600 SH   SOLE   339,600 0 0
UNDER ARMOUR INC CL A 904311107 232,533 10,765,400 SH   SOLE   10,765,400 0 0
UNDER ARMOUR INC CL C 904311206 203,261 10,597,541 SH   SOLE   10,597,541 0 0
UNION PACIFIC CORP COM 907818108 128,092 708,514 SH   SOLE   708,514 0 0
UNIQURE NV SHS N90064101 26,156 365,000 SH   SOLE   365,000 0 0
UNITED AIRLINES HLDGS INC COM 910047109 22,640 257,009 SH   SOLE   257,009 0 0
UNITED PARCEL SERVICE INC CL B 911312106 74,051 632,589 SH   SOLE   632,589 0 0
UNITED RENTALS INC COM 911363109 14,928 89,515 SH   SOLE   89,515 0 0
UNITED TECHNOLOGIES CORP COM 913017109 570,442 3,809,041 SH   SOLE   3,809,041 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 66,060 750,000 SH   SOLE   750,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 324,409 1,103,506 SH   SOLE   1,103,506 0 0
UNIVERSAL FST PRODS INC COM 913543104 396 8,310 SH   SOLE   8,310 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 13,680 95,359 SH   SOLE   95,359 0 0
UNUM GROUP COM 91529Y106 3,953 135,569 SH   SOLE   135,569 0 0
UROVANT SCIENCES LTD SHS G9381B108 14,735 950,000 SH   SOLE   950,000 0 0
US BANCORP DEL COM NEW 902973304 63,677 1,074,000 SH   SOLE   1,074,000 0 0
V F CORP COM 918204108 3,931 39,441 SH   SOLE   39,441 0 0
VALE S A SPONSORED ADS 91912E105 6,600 500,000 SH   SOLE   500,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 35,568 379,800 SH   SOLE   379,800 0 0
VANECK VECTORS ETF TRUST GOLD MINERS ETF 92189F106 14,640 500,000 SH   SOLE   500,000 0 0
VAPOTHERM INC COM 922107107 5,168 425,000 SH   SOLE   425,000 0 0
VARIAN MED SYS INC COM 92220P105 14,825 104,395 SH   SOLE   104,395 0 0
VENATOR MATLS PLC SHS G9329Z100 35,068 9,156,202 SH   SOLE   9,156,202 0 0
VENTAS INC COM 92276F100 24,638 426,700 SH   SOLE   426,700 0 0
VERISIGN INC COM 92343E102 23,187 120,340 SH   SOLE   120,340 0 0
VERISK ANALYTICS INC COM 92345Y106 19,354 129,600 SH   SOLE   129,600 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 254,773 4,149,392 SH   SOLE   4,149,392 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 177,284 809,701 SH   SOLE   809,701 0 0
VIACOMCBS INC CL B 92556H206 26,124 622,440 SH   SOLE   622,440 0 0
VIAVI SOLUTIONS INC COM 925550105 14,010 934,000 SH   SOLE   934,000 0 0
VIEWRAY INC COM 92672L107 4,220 1,000,000 SH   SOLE   1,000,000 0 0
VISA INC COM CL A 92826C839 299,764 1,595,340 SH   SOLE   1,595,340 0 0
VISTEON CORP COM NEW 92839U206 9,319 107,617 SH   SOLE   107,617 0 0
VISTRA ENERGY CORP COM 92840M102 78,164 3,399,920 SH   SOLE   3,399,920 0 0
VORNADO RLTY TR SH BEN INT 929042109 11,586 174,221 SH   SOLE   174,221 0 0
VOYA FINL INC COM 929089100 48,113 789,000 SH   SOLE   789,000 0 0
VULCAN MATLS CO COM 929160109 109,439 760,049 SH   SOLE   760,049 0 0
WABTEC CORP COM 929740108 16,532 212,493 SH   SOLE   212,493 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 51,902 880,297 SH   SOLE   880,297 0 0
WALMART INC COM 931142103 195,972 1,649,041 SH   SOLE   1,649,041 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,230 62,448 SH   SOLE   62,448 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 19,152 58,000 SH   SOLE   58,000 0 0
WELLS FARGO CO NEW COM 949746101 211,852 3,937,774 SH   SOLE   3,937,774 0 0
WELLTOWER INC COM 95040Q104 38,184 466,906 SH   SOLE   466,906 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,089 177,000 SH   SOLE   177,000 0 0
WESTERN DIGITAL CORP COM 958102105 15,844 249,637 SH   SOLE   249,637 0 0
WESTLAKE CHEM CORP COM 960413102 67,433 961,268 SH   SOLE   961,268 0 0
WESTROCK CO COM 96145D105 12,576 293,089 SH   SOLE   293,089 0 0
WEYERHAEUSER CO COM 962166104 25,679 850,300 SH   SOLE   850,300 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 81,518 403,675 SH   SOLE   403,675 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 32,435 500,000 SH   SOLE   500,000 0 0
WPX ENERGY INC COM 98212B103 83,759 6,096,000 SH   SOLE   6,096,000 0 0
WYNN RESORTS LTD COM 983134107 15,040 108,300 SH   SOLE   108,300 0 0
XENON PHARMACEUTICALS INC COM 98420N105 25,237 1,925,000 SH   SOLE   1,925,000 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 7,853 213,000 SH   SOLE   213,000 0 0
XILINX INC COM 983919101 23,479 240,150 SH   SOLE   240,150 0 0
XP INC CL A G98239109 40,500 1,051,400 SH   SOLE   1,051,400 0 0
YAMANA GOLD INC COM 98462Y100 19,711 4,990,200 SH   SOLE   4,990,200 0 0
YUM BRANDS INC COM 988498101 35,544 352,868 SH   SOLE   352,868 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 38,827 152,000 SH   SOLE   152,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 35,895 239,809 SH   SOLE   239,809 0 0
ZIONS BANCORPORATION N A COM 989701107 9,838 189,486 SH   SOLE   189,486 0 0
ZOETIS INC CL A 98978V103 86,850 656,214 SH   SOLE   656,214 0 0
ZOGENIX INC COM NEW 98978L204 2,607 50,000 SH   SOLE   50,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,701 25,000 SH   SOLE   25,000 0 0
ZOSANO PHARMA CORP COM NEW 98979H202 1,520 1,000,000 SH   SOLE   1,000,000 0 0