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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAR CORP COM 000361105 355 20,000 SH   SOLE   20,000 0 0
AGCO CORP COM 001084102 917 19,400 SH   SOLE   19,400 0 0
AES CORP COM 00130H105 1,137 83,636 SH   SOLE   83,636 0 0
AT&T INC COM 00206R102 25,436 872,600 SH   SOLE   872,600 0 0
AARONS INC COM PAR $0.50 002535300 501 22,000 SH   SOLE   22,000 0 0
ABBOTT LABS COM 002824100 24,588 311,600 SH   SOLE   311,600 0 0
ABBVIE INC COM 00287Y109 22,351 293,355 SH   SOLE   293,355 0 0
ABIOMED INC COM 003654100 3,194 22,000 SH   SOLE   22,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 1,965 158,605 SH   SOLE   158,605 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,871 98,700 SH   SOLE   98,700 0 0
ADOBE INC COM 00724F101 27,751 87,200 SH   SOLE   87,200 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 7,997 85,698 SH   SOLE   85,698 0 0
ADVANCED MICRO DEVICES INC COM 007903107 16,850 370,500 SH   SOLE   370,500 0 0
AGREE REALTY CORP COM 008492100 7,141 115,361 SH   SOLE   115,361 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 2,809 194,804 SH   SOLE   194,804 0 0
AIR PRODS & CHEMS INC COM 009158106 22,251 111,471 SH   SOLE   111,471 0 0
ALASKA AIR GROUP INC COM 011659109 800 28,100 SH   SOLE   28,100 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 12,915 94,230 SH   SOLE   94,230 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,412 38,000 SH   SOLE   38,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 50,072 257,468 SH   SOLE   257,468 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,611 9,263 SH   SOLE   9,263 0 0
ALLEGHANY CORP DEL COM 017175100 829 1,500 SH   SOLE   1,500 0 0
ALLIANT ENERGY CORP COM 018802108 2,503 51,823 SH   SOLE   51,823 0 0
ALLY FINL INC COM 02005N100 1,047 72,584 SH   SOLE   72,584 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,199 11,018 SH   SOLE   11,018 0 0
ALPHABET INC CAP STK CL C 02079K107 68,955 59,300 SH   SOLE   59,300 0 0
ALPHABET INC CAP STK CL A 02079K305 41,482 35,700 SH   SOLE   35,700 0 0
ALTERYX INC COM CL A 02156B103 1,905 20,018 SH   SOLE   20,018 0 0
ALTRIA GROUP INC COM 02209S103 6,879 177,900 SH   SOLE   177,900 0 0
AMAZON COM INC COM 023135106 117,568 60,300 SH   SOLE   60,300 0 0
AMEDISYS INC COM 023436108 826 4,500 SH   SOLE   4,500 0 0
AMEREN CORP COM 023608102 3,428 47,071 SH   SOLE   47,071 0 0
AMERICAN ASSETS TR INC COM 024013104 541 21,658 SH   SOLE   21,658 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 415 114,827 SH   SOLE   114,827 0 0
AMERICAN ELEC PWR CO INC COM 025537101 4,719 59,000 SH   SOLE   59,000 0 0
AMERICAN EXPRESS CO COM 025816109 18,566 216,865 SH   SOLE   216,865 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 992 14,162 SH   SOLE   14,162 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 7,246 312,340 SH   SOLE   312,340 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 6,658 274,557 SH   SOLE   274,557 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 1,612 194,200 SH   SOLE   194,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 20,795 95,500 SH   SOLE   95,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 4,065 34,000 SH   SOLE   34,000 0 0
AMERICOLD RLTY TR COM 03064D108 2,236 65,692 SH   SOLE   65,692 0 0
AMETEK INC COM 031100100 7,767 107,851 SH   SOLE   107,851 0 0
AMGEN INC COM 031162100 20,144 99,366 SH   SOLE   99,366 0 0
ANSYS INC COM 03662Q105 1,627 7,000 SH   SOLE   7,000 0 0
ANTHEM INC COM 036752103 14,704 64,762 SH   SOLE   64,762 0 0
APACHE CORP COM 037411105 184 44,000 SH   SOLE   44,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 3,448 98,101 SH   SOLE   98,101 0 0
APERGY CORP COM 03755L104 897 156,000 SH   SOLE   156,000 0 0
APPLE INC COM 037833100 168,365 662,100 SH   SOLE   662,100 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 1,330 145,000 SH   SOLE   145,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 733 16,036 SH   SOLE   16,036 0 0
APPLIED MATLS INC COM 038222105 12,646 276,000 SH   SOLE   276,000 0 0
ARAMARK COM 03852U106 2,774 138,908 SH   SOLE   138,908 0 0
ARCH COAL INC CL A 039380407 485 16,786 SH   SOLE   16,786 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,442 41,000 SH   SOLE   41,000 0 0
ARCOSA INC COM 039653100 6,160 155,000 SH   SOLE   155,000 0 0
ARCONIC INC COM 03965L100 32 2,000 SH   SOLE   2,000 0 0
ATMOS ENERGY CORP COM 049560105 2,422 24,409 SH   SOLE   24,409 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 525 36,178 SH   SOLE   36,178 0 0
AUTODESK INC COM 052769106 3,434 22,000 SH   SOLE   22,000 0 0
AUTOZONE INC COM 053332102 5,245 6,200 SH   SOLE   6,200 0 0
AVALARA INC COM 05338G106 1,496 20,052 SH   SOLE   20,052 0 0
AVALONBAY CMNTYS INC COM 053484101 8,933 60,700 SH   SOLE   60,700 0 0
AVANOS MED INC COM 05350V106 4,470 166,000 SH   SOLE   166,000 0 0
AVERY DENNISON CORP COM 053611109 1,129 11,082 SH   SOLE   11,082 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 962 52,558 SH   SOLE   52,558 0 0
BMC STK HLDGS INC COM 05591B109 950 53,562 SH   SOLE   53,562 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,238 87,000 SH   SOLE   87,000 0 0
BAIDU INC SPON ADR REP A 056752108 944 9,369 SH   SOLE   9,369 0 0
BAIN CAP SPECIALTY FIN INC COM 05684B107 38,129 4,113,167 SH   SOLE   4,113,167 0 0
BALL CORP COM 058498106 3,671 56,775 SH   SOLE   56,775 0 0
BK OF AMERICA CORP COM 060505104 22,483 1,059,000 SH   SOLE   1,059,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,372 129,800 SH   SOLE   129,800 0 0
BARNES GROUP INC COM 067806109 1,050 25,100 SH   SOLE   25,100 0 0
BARRICK GOLD CORPORATION COM 067901108 3,431 187,300 SH   SOLE   187,300 0 0
BATTALION OIL CORP COM 07134L107 657 145,919 SH   SOLE   145,919 0 0
BAUSCH HEALTH COS INC COM 071734107 543 35,000 SH   SOLE   35,000 0 0
BAXTER INTL INC COM 071813109 12,544 154,500 SH   SOLE   154,500 0 0
BECTON DICKINSON & CO COM 075887109 8,593 37,400 SH   SOLE   37,400 0 0
BELLUS HEALTH INC NEW COM NEW 07987C204 621 62,270 SH   SOLE   62,270 0 0
BERKLEY W R CORP COM 084423102 906 17,358 SH   SOLE   17,358 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,498 150,400 SH   SOLE   150,400 0 0
BEST BUY INC COM 086516101 1,120 19,641 SH   SOLE   19,641 0 0
BIO RAD LABS INC CL A 090572207 1,578 4,500 SH   SOLE   4,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,871 22,137 SH   SOLE   22,137 0 0
BIOGEN INC COM 09062X103 6,581 20,800 SH   SOLE   20,800 0 0
BJS RESTAURANTS INC COM 09180C106 484 34,834 SH   SOLE   34,834 0 0
BLACK KNIGHT INC COM 09215C105 5,283 91,000 SH   SOLE   91,000 0 0
BLACKROCK INC COM 09247X101 4,224 9,600 SH   SOLE   9,600 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 474 25,481 SH   SOLE   25,481 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 2,947 64,675 SH   SOLE   64,675 0 0
BLOCK H & R INC COM 093671105 3,261 231,595 SH   SOLE   231,595 0 0
BLUEBIRD BIO INC COM 09609G100 303 6,590 SH   SOLE   6,590 0 0
BOEING CO COM 097023105 11,991 80,400 SH   SOLE   80,400 0 0
BOOKING HLDGS INC COM 09857L108 4,036 3,000 SH   SOLE   3,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,641 23,912 SH   SOLE   23,912 0 0
BORGWARNER INC COM 099724106 1,316 54,000 SH   SOLE   54,000 0 0
BOSTON PROPERTIES INC COM 101121101 8,563 92,840 SH   SOLE   92,840 0 0
BOSTON SCIENTIFIC CORP COM 101137107 14,220 435,800 SH   SOLE   435,800 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 4,923 468,000 SH   SOLE   468,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,550 25,000 SH   SOLE   25,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 3,384 140,000 SH   SOLE   140,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 18,255 327,500 SH   SOLE   327,500 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 396 104,300 SH   SOLE   104,300 0 0
BROADCOM INC COM 11135F101 21,665 91,374 SH   SOLE   91,374 0 0
BROWN & BROWN INC COM 115236101 2,050 56,600 SH   SOLE   56,600 0 0
BROWN FORMAN CORP CL B 115637209 3,664 66,000 SH   SOLE   66,000 0 0
BRUKER CORP COM 116794108 1,660 46,283 SH   SOLE   46,283 0 0
BURLINGTON STORES INC COM 122017106 1,717 10,834 SH   SOLE   10,834 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 3,276 36,707 SH   SOLE   36,707 0 0
CDW CORP COM 12514G108 8,116 87,016 SH   SOLE   87,016 0 0
CF INDS HLDGS INC COM 125269100 2,058 75,656 SH   SOLE   75,656 0 0
CIGNA CORP NEW COM 125523100 9,426 53,200 SH   SOLE   53,200 0 0
CME GROUP INC COM 12572Q105 13,383 77,400 SH   SOLE   77,400 0 0
CMS ENERGY CORP COM 125896100 3,836 65,286 SH   SOLE   65,286 0 0
CNOOC LIMITED SPONSORED ADR 126132109 3,156 30,500 SH   SOLE   30,500 0 0
CVS HEALTH CORP COM 126650100 20,851 351,443 SH   SOLE   351,443 0 0
CABLE ONE INC COM 12685J105 13,473 8,195 SH   SOLE   8,195 0 0
CABOT OIL & GAS CORP COM 127097103 2,250 130,919 SH   SOLE   130,919 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 2,283 20,000 SH   SOLE   20,000 0 0
CACI INTL INC CL A 127190304 3,432 16,252 SH   SOLE   16,252 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 12,840 194,429 SH   SOLE   194,429 0 0
CAMDEN PPTY TR SH BEN INT 133131102 18,963 239,306 SH   SOLE   239,306 0 0
CARETRUST REIT INC COM 14174T107 6,765 457,400 SH   SOLE   457,400 0 0
CARLISLE COS INC COM 142339100 9,083 72,500 SH   SOLE   72,500 0 0
CARMAX INC COM 143130102 1,238 23,000 SH   SOLE   23,000 0 0
CASEYS GEN STORES INC COM 147528103 1,353 10,212 SH   SOLE   10,212 0 0
CATALENT INC COM 148806102 9,143 176,000 SH   SOLE   176,000 0 0
CATERPILLAR INC DEL COM 149123101 5,686 49,000 SH   SOLE   49,000 0 0
CELANESE CORP DEL COM 150870103 2,174 29,628 SH   SOLE   29,628 0 0
CENTENE CORP DEL COM 15135B101 3,121 52,535 SH   SOLE   52,535 0 0
CENTERPOINT ENERGY INC COM 15189T107 962 62,278 SH   SOLE   62,278 0 0
CENTRAL PAC FINL CORP COM NEW 154760409 821 51,606 SH   SOLE   51,606 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,108 16,700 SH   SOLE   16,700 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 15,925 36,500 SH   SOLE   36,500 0 0
CHEETAH MOBILE INC ADR 163075104 126 60,069 SH   SOLE   60,069 0 0
CHEMED CORP NEW COM 16359R103 1,083 2,500 SH   SOLE   2,500 0 0
CHEVRON CORP NEW COM 166764100 30,712 423,852 SH   SOLE   423,852 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 7,120 189,000 SH   SOLE   189,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,963 3,000 SH   SOLE   3,000 0 0
CHURCH & DWIGHT INC COM 171340102 1,033 16,098 SH   SOLE   16,098 0 0
CHURCHILL DOWNS INC COM 171484108 1,925 18,700 SH   SOLE   18,700 0 0
CIENA CORP COM NEW 171779309 2,551 64,073 SH   SOLE   64,073 0 0
CINCINNATI FINL CORP COM 172062101 1,369 18,150 SH   SOLE   18,150 0 0
CINEMARK HOLDINGS INC COM 17243V102 577 56,600 SH   SOLE   56,600 0 0
CISCO SYS INC COM 17275R102 19,612 498,900 SH   SOLE   498,900 0 0
CITIGROUP INC COM NEW 172967424 16,022 380,400 SH   SOLE   380,400 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 3,707 197,075 SH   SOLE   197,075 0 0
COCA COLA CO COM 191216100 31,192 704,900 SH   SOLE   704,900 0 0
COGNEX CORP COM 192422103 2,597 61,500 SH   SOLE   61,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,313 178,898 SH   SOLE   178,898 0 0
COHERENT INC COM 192479103 638 6,000 SH   SOLE   6,000 0 0
COLGATE PALMOLIVE CO COM 194162103 3,895 58,700 SH   SOLE   58,700 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 600 48,000 SH   SOLE   48,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 977 14,000 SH   SOLE   14,000 0 0
COMFORT SYS USA INC COM 199908104 1,259 34,457 SH   SOLE   34,457 0 0
COMCAST CORP NEW CL A 20030N101 36,613 1,064,958 SH   SOLE   1,064,958 0 0
COMMERCE BANCSHARES INC COM 200525103 656 13,020 SH   SOLE   13,020 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 2,334 174,412 SH   SOLE   174,412 0 0
CONDUENT INC COM 206787103 725 296,000 SH   SOLE   296,000 0 0
CONMED CORP COM 207410101 687 12,000 SH   SOLE   12,000 0 0
CONOCOPHILLIPS COM 20825C104 8,008 260,000 SH   SOLE   260,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 5,419 37,800 SH   SOLE   37,800 0 0
COOPER COS INC COM NEW 216648402 2,450 8,886 SH   SOLE   8,886 0 0
COPART INC COM 217204106 1,638 23,900 SH   SOLE   23,900 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 2,545 115,000 SH   SOLE   115,000 0 0
CORTEVA INC COM 22052L104 9,389 399,522 SH   SOLE   399,522 0 0
COSTCO WHSL CORP NEW COM 22160K105 20,444 71,700 SH   SOLE   71,700 0 0
COSTAR GROUP INC COM 22160N109 3,712 6,322 SH   SOLE   6,322 0 0
COUSINS PPTYS INC COM NEW 222795502 4,089 139,700 SH   SOLE   139,700 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 666 8,000 SH   SOLE   8,000 0 0
CRANE CO COM 224399105 1,469 29,869 SH   SOLE   29,869 0 0
CROWN HLDGS INC COM 228368106 2,266 39,038 SH   SOLE   39,038 0 0
CUBESMART COM 229663109 5,199 194,073 SH   SOLE   194,073 0 0
CUMMINS INC COM 231021106 4,736 35,000 SH   SOLE   35,000 0 0
CURTISS WRIGHT CORP COM 231561101 1,388 15,018 SH   SOLE   15,018 0 0
CYTOKINETICS INC COM NEW 23282W605 1,054 89,358 SH   SOLE   89,358 0 0
CYRUSONE INC COM 23283R100 11,225 181,774 SH   SOLE   181,774 0 0
DBX ETF TR XTRACKERS HIGH 233051259 118,797 2,950,000 PRN   SOLE   2,950,000 0 0
DBX ETF TR XTRACKERS LOW 233051267 125,483 2,750,000 PRN   SOLE   2,750,000 0 0
DBX ETF TR XTRACK USD HIGH 233051432 4,407 100,000 PRN   SOLE   100,000 0 0
DTE ENERGY CO COM 233331107 2,034 21,414 SH   SOLE   21,414 0 0
DXC TECHNOLOGY CO COM 23355L106 841 64,427 SH   SOLE   64,427 0 0
DANAHER CORPORATION COM 235851102 12,706 91,800 SH   SOLE   91,800 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 539 9,298 SH   SOLE   9,298 0 0
DARDEN RESTAURANTS INC COM 237194105 1,439 26,428 SH   SOLE   26,428 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 514 39,327 SH   SOLE   39,327 0 0
DAVITA INC COM 23918K108 7,628 100,289 SH   SOLE   100,289 0 0
DECKERS OUTDOOR CORP COM 243537107 1,832 13,670 SH   SOLE   13,670 0 0
DEERE & CO COM 244199105 12,539 90,754 SH   SOLE   90,754 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,130 109,700 SH   SOLE   109,700 0 0
DENTSPLY SIRONA INC COM 24906P109 1,382 35,581 SH   SOLE   35,581 0 0
DEXCOM INC COM 252131107 8,891 33,018 SH   SOLE   33,018 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 354 193,200 SH   SOLE   193,200 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 483 95,000 SH   SOLE   95,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 707 27,000 SH   SOLE   27,000 0 0
DICKS SPORTING GOODS INC COM 253393102 493 23,200 SH   SOLE   23,200 0 0
DIGITAL RLTY TR INC COM 253868103 25,836 185,993 SH   SOLE   185,993 0 0
DISNEY WALT CO COM DISNEY 254687106 28,835 298,500 SH   SOLE   298,500 0 0
DOLLAR GEN CORP NEW COM 256677105 24,346 161,224 SH   SOLE   161,224 0 0
DOMINION ENERGY INC COM 25746U109 10,387 143,881 SH   SOLE   143,881 0 0
DOMINOS PIZZA INC COM 25754A201 2,139 6,600 SH   SOLE   6,600 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 1,781 338,000 SH   SOLE   338,000 0 0
DOUGLAS EMMETT INC COM 25960P109 4,312 141,342 SH   SOLE   141,342 0 0
DOVER CORP COM 260003108 2,338 27,851 SH   SOLE   27,851 0 0
DOW INC COM 260557103 8,099 277,000 SH   SOLE   277,000 0 0
DUKE REALTY CORP COM NEW 264411505 10,202 315,081 SH   SOLE   315,081 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,789 33,700 SH   SOLE   33,700 0 0
EPR PPTYS COM SH BEN INT 26884U109 1,211 50,000 SH   SOLE   50,000 0 0
EAGLE MATERIALS INC COM 26969P108 1,314 22,500 SH   SOLE   22,500 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 1,825 74,050 SH   SOLE   74,050 0 0
EASTMAN CHEM CO COM 277432100 5,145 110,451 SH   SOLE   110,451 0 0
ECOPETROL S A SPONSORED ADS 279158109 658 69,153 SH   SOLE   69,153 0 0
EDISON INTL COM 281020107 5,898 107,639 SH   SOLE   107,639 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,865 57,600 SH   SOLE   57,600 0 0
EHEALTH INC COM 28238P109 776 5,508 SH   SOLE   5,508 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 5,220 233,159 SH   SOLE   233,159 0 0
EMCOR GROUP INC COM 29084Q100 1,241 20,234 SH   SOLE   20,234 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,333 23,035 SH   SOLE   23,035 0 0
ENDAVA PLC ADS 29260V105 611 17,376 SH   SOLE   17,376 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,153 18,000 SH   SOLE   18,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,809 126,512 SH   SOLE   126,512 0 0
ENVESTNET INC COM 29404K106 1,258 23,400 SH   SOLE   23,400 0 0
EPAM SYS INC COM 29414B104 2,046 11,018 SH   SOLE   11,018 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 2,151 144,000 SH   SOLE   144,000 0 0
EQUIFAX INC COM 294429105 3,703 31,000 SH   SOLE   31,000 0 0
EQUINIX INC COM 29444U700 7,183 11,500 SH   SOLE   11,500 0 0
EQUITABLE HLDGS INC COM 29452E101 1,141 78,991 SH   SOLE   78,991 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 4,328 136,500 SH   SOLE   136,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 8,894 154,726 SH   SOLE   154,726 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 13,021 211,000 SH   SOLE   211,000 0 0
ERICSSON ADR B SEK 10 294821608 2,039 252,000 SH   SOLE   252,000 0 0
ESSENTIAL UTILS INC COM 29670G102 1,257 30,875 SH   SOLE   30,875 0 0
EVERCORE INC CLASS A 29977A105 1,451 31,500 SH   SOLE   31,500 0 0
EVERBRIDGE INC COM 29978A104 5,384 50,617 SH   SOLE   50,617 0 0
EVERSOURCE ENERGY COM 30040W108 731 9,342 SH   SOLE   9,342 0 0
EXACT SCIENCES CORP COM 30063P105 896 15,446 SH   SOLE   15,446 0 0
EXELON CORP COM 30161N101 6,664 181,035 SH   SOLE   181,035 0 0
EXELIXIS INC COM 30161Q104 639 37,100 SH   SOLE   37,100 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,248 18,707 SH   SOLE   18,707 0 0
EXPONENT INC COM 30214U102 1,444 20,082 SH   SOLE   20,082 0 0
EXTRA SPACE STORAGE INC COM 30225T102 7,852 82,000 SH   SOLE   82,000 0 0
EXXON MOBIL CORP COM 30231G102 17,132 451,200 SH   SOLE   451,200 0 0
FLIR SYS INC COM 302445101 2,519 79,000 SH   SOLE   79,000 0 0
F M C CORP COM NEW 302491303 1,321 16,171 SH   SOLE   16,171 0 0
FTI CONSULTING INC COM 302941109 2,972 24,818 SH   SOLE   24,818 0 0
FACEBOOK INC CL A 30303M102 72,006 431,690 SH   SOLE   431,690 0 0
FAIR ISAAC CORP COM 303250104 2,000 6,500 SH   SOLE   6,500 0 0
FASTENAL CO COM 311900104 1,270 40,653 SH   SOLE   40,653 0 0
FEDERAL SIGNAL CORP COM 313855108 1,175 43,079 SH   SOLE   43,079 0 0
FEDEX CORP COM 31428X106 4,002 33,000 SH   SOLE   33,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 14,062 115,600 SH   SOLE   115,600 0 0
FIFTH THIRD BANCORP COM 316773100 1,363 91,751 SH   SOLE   91,751 0 0
FINVOLUTION GROUP SPONSORED ADS 31810T101 48 27,100 SH   SOLE   27,100 0 0
FIRST AMERN FINL CORP COM 31847R102 10,705 252,425 SH   SOLE   252,425 0 0
FIRST BANCORP P R COM NEW 318672706 681 127,969 SH   SOLE   127,969 0 0
FIRST FINL BANKSHARES COM 32020R109 778 29,000 SH   SOLE   29,000 0 0
FIRST HORIZON NATL CORP COM 320517105 1,217 150,996 SH   SOLE   150,996 0 0
FIRST HAWAIIAN INC COM 32051X108 326 19,700 SH   SOLE   19,700 0 0
FIRST INDL RLTY TR INC COM 32054K103 4,465 134,376 SH   SOLE   134,376 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,078 37,409 SH   SOLE   37,409 0 0
FIRST SOLAR INC COM 336433107 1,150 31,900 SH   SOLE   31,900 0 0
1ST SOURCE CORP COM 336901103 519 16,000 SH   SOLE   16,000 0 0
FIRSTENERGY CORP COM 337932107 1,058 26,400 SH   SOLE   26,400 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,303 12,345 SH   SOLE   12,345 0 0
FLUOR CORP NEW COM 343412102 2,297 332,350 SH   SOLE   332,350 0 0
FORTIVE CORP COM 34959J108 4,415 80,000 SH   SOLE   80,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,471 34,000 SH   SOLE   34,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 2,260 120,800 SH   SOLE   120,800 0 0
FOX FACTORY HLDG CORP COM 35138V102 801 19,062 SH   SOLE   19,062 0 0
FRONTDOOR INC COM 35905A109 4,104 118,000 SH   SOLE   118,000 0 0
FULLER H B CO COM 359694106 1,256 44,966 SH   SOLE   44,966 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 2,634 148,000 SH   SOLE   148,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 3,784 65,272 SH   SOLE   65,272 0 0
GALAPAGOS NV SPON ADR 36315X101 1,172 5,983 SH   SOLE   5,983 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,220 27,236 SH   SOLE   27,236 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 4,898 176,742 SH   SOLE   176,742 0 0
GARTNER INC COM 366651107 1,662 16,691 SH   SOLE   16,691 0 0
GENERAC HLDGS INC COM 368736104 2,136 22,924 SH   SOLE   22,924 0 0
GENERAL DYNAMICS CORP COM 369550108 3,969 30,000 SH   SOLE   30,000 0 0
GENERAL ELECTRIC CO COM 369604103 15,525 1,955,265 SH   SOLE   1,955,265 0 0
GENTEX CORP COM 371901109 975 44,000 SH   SOLE   44,000 0 0
GILEAD SCIENCES INC COM 375558103 5,375 71,900 SH   SOLE   71,900 0 0
GLACIER BANCORP INC NEW COM 37637Q105 1,717 50,500 SH   SOLE   50,500 0 0
GLOBAL PMTS INC COM 37940X102 12,659 87,767 SH   SOLE   87,767 0 0
GLOBE LIFE INC COM 37959E102 1,326 18,428 SH   SOLE   18,428 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 247 52,031 SH   SOLE   52,031 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 13,975 90,400 SH   SOLE   90,400 0 0
GRACO INC COM 384109104 804 16,500 SH   SOLE   16,500 0 0
GRAINGER W W INC COM 384802104 806 3,244 SH   SOLE   3,244 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,086 89,000 SH   SOLE   89,000 0 0
GRAY TELEVISION INC COM 389375106 482 44,898 SH   SOLE   44,898 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 2,570 32,400 SH   SOLE   32,400 0 0
HCA HEALTHCARE INC COM 40412C101 3,145 35,000 SH   SOLE   35,000 0 0
HAEMONETICS CORP COM 405024100 1,116 11,200 SH   SOLE   11,200 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 941 99,000 SH   SOLE   99,000 0 0
HANOVER INS GROUP INC COM 410867105 1,558 17,200 SH   SOLE   17,200 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 1,570 44,550 SH   SOLE   44,550 0 0
HEALTHCARE RLTY TR COM 421946104 1,787 63,969 SH   SOLE   63,969 0 0
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 4,628 289,785 SH   SOLE   289,785 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 10,629 445,660 SH   SOLE   445,660 0 0
HEICO CORP NEW COM 422806109 1,440 19,295 SH   SOLE   19,295 0 0
HERSHEY CO COM 427866108 11,249 84,900 SH   SOLE   84,900 0 0
HESS CORP COM 42809H107 7,814 234,645 SH   SOLE   234,645 0 0
HIGHWOODS PPTYS INC COM 431284108 4,033 113,860 SH   SOLE   113,860 0 0
HILL ROM HLDGS INC COM 431475102 2,597 25,818 SH   SOLE   25,818 0 0
HILLTOP HOLDINGS INC COM 432748101 832 55,000 SH   SOLE   55,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 5,543 81,235 SH   SOLE   81,235 0 0
HOLOGIC INC COM 436440101 1,792 51,063 SH   SOLE   51,063 0 0
HOME BANCSHARES INC COM 436893200 1,391 116,000 SH   SOLE   116,000 0 0
HOME DEPOT INC COM 437076102 33,570 179,800 SH   SOLE   179,800 0 0
HONEYWELL INTL INC COM 438516106 22,038 164,720 SH   SOLE   164,720 0 0
HOST HOTELS & RESORTS INC COM 44107P104 2,241 203,000 SH   SOLE   203,000 0 0
HUBBELL INC COM 443510607 1,388 12,100 SH   SOLE   12,100 0 0
HUDSON PAC PPTYS INC COM 444097109 2,206 87,000 SH   SOLE   87,000 0 0
HUMANA INC COM 444859102 13,197 42,027 SH   SOLE   42,027 0 0
HUNT J B TRANS SVCS INC COM 445658107 5,149 55,826 SH   SOLE   55,826 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 6,144 33,720 SH   SOLE   33,720 0 0
IAC INTERACTIVECORP COM 44919P508 2,814 15,703 SH   SOLE   15,703 0 0
IAA INC COM 449253103 3,655 122,000 SH   SOLE   122,000 0 0
IPG PHOTONICS CORP COM 44980X109 1,467 13,300 SH   SOLE   13,300 0 0
ITT INC COM 45073V108 1,620 35,707 SH   SOLE   35,707 0 0
IDEX CORP COM 45167R104 1,693 12,260 SH   SOLE   12,260 0 0
IDEXX LABS INC COM 45168D104 2,515 10,382 SH   SOLE   10,382 0 0
ILLUMINA INC COM 452327109 8,975 32,860 SH   SOLE   32,860 0 0
IMMUNOGEN INC COM 45253H101 710 208,100 SH   SOLE   208,100 0 0
IMMUNOMEDICS INC COM 452907108 4,455 330,494 SH   SOLE   330,494 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 329 18,780 SH   SOLE   18,780 0 0
INFOSYS LTD SPONSORED ADR 456788108 203 24,676 SH   SOLE   24,676 0 0
INGERSOLL RAND INC COM 45687V106 2,567 103,500 SH   SOLE   103,500 0 0
INGEVITY CORP COM 45688C107 2,182 62,000 SH   SOLE   62,000 0 0
INGREDION INC COM 457187102 1,880 24,900 SH   SOLE   24,900 0 0
INTEL CORP COM 458140100 27,807 513,800 SH   SOLE   513,800 0 0
INTER PARFUMS INC COM 458334109 319 6,886 SH   SOLE   6,886 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,508 154,900 SH   SOLE   154,900 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 936 34,834 SH   SOLE   34,834 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,825 43,500 SH   SOLE   43,500 0 0
INTL PAPER CO COM 460146103 2,891 92,865 SH   SOLE   92,865 0 0
INTUIT COM 461202103 9,683 42,100 SH   SOLE   42,100 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,893 11,900 SH   SOLE   11,900 0 0
INVITATION HOMES INC COM 46187W107 1,475 69,000 SH   SOLE   69,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,532 32,409 SH   SOLE   32,409 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 1,202 53,818 SH   SOLE   53,818 0 0
ISHARES GOLD TRUST ISHARES 464285105 1,507 100,000 PRN   SOLE   100,000 0 0
ISHARES INC MSCI CDA ETF 464286509 33 1,500 SH   SOLE   1,500 0 0
ISHARES TR MSCI EAFE ETF 464287465 481 9,000 SH   SOLE   9,000 0 0
ISHARES TR RUS MID CAP ETF 464287499 873 20,218 SH   SOLE   20,218 0 0
ISHARES TR U.S. REAL ES ETF 464287739 5,413 77,800 SH   SOLE   77,800 0 0
ISHARES TR JPMORGAN USD EMG 464288281 19,336 200,000 PRN   SOLE   200,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 154,140 2,000,000 PRN   SOLE   2,000,000 0 0
ISHARES TR MBS ETF 464288588 72,449 656,000 PRN   SOLE   656,000 0 0
ISHARES TR US HOME CONS ETF 464288752 5,178 179,000 SH   SOLE   179,000 0 0
JBG SMITH PPTYS COM 46590V100 6,388 200,700 SH   SOLE   200,700 0 0
JPMORGAN CHASE & CO COM 46625H100 57,058 633,761 SH   SOLE   633,761 0 0
JACOBS ENGR GROUP INC COM 469814107 13,810 174,212 SH   SOLE   174,212 0 0
JD COM INC SPON ADR CL A 47215P106 8,774 216,645 SH   SOLE   216,645 0 0
JEFFERIES FINL GROUP INC COM 47233W109 578 42,286 SH   SOLE   42,286 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 506 34,100 SH   SOLE   34,100 0 0
JOHNSON & JOHNSON COM 478160104 47,417 361,600 SH   SOLE   361,600 0 0
JONES LANG LASALLE INC COM 48020Q107 677 6,700 SH   SOLE   6,700 0 0
KAR AUCTION SVCS INC COM 48238T109 1,157 96,414 SH   SOLE   96,414 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 2,696 99,141 SH   SOLE   99,141 0 0
KKR & CO INC CL A 48251W104 771 32,846 SH   SOLE   32,846 0 0
KT CORP SPONSORED ADR 48268K101 245 31,468 SH   SOLE   31,468 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 1,279 18,457 SH   SOLE   18,457 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,409 11,082 SH   SOLE   11,082 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 13,466 160,919 SH   SOLE   160,919 0 0
KILROY RLTY CORP COM 49427F108 4,930 77,400 SH   SOLE   77,400 0 0
KIMBERLY CLARK CORP COM 494368103 14,270 111,600 SH   SOLE   111,600 0 0
KIMCO RLTY CORP COM 49446R109 2,068 213,828 SH   SOLE   213,828 0 0
KNOWLES CORP COM 49926D109 3,613 270,000 SH   SOLE   270,000 0 0
KONTOOR BRANDS INC COM 50050N103 2,773 144,666 SH   SOLE   144,666 0 0
KOPPERS HOLDINGS INC COM 50060P106 432 34,900 SH   SOLE   34,900 0 0
L BRANDS INC COM 501797104 1,040 90,000 SH   SOLE   90,000 0 0
LHC GROUP INC COM 50187A107 1,963 14,000 SH   SOLE   14,000 0 0
LKQ CORP COM 501889208 900 43,900 SH   SOLE   43,900 0 0
LPL FINL HLDGS INC COM 50212V100 6,422 117,988 SH   SOLE   117,988 0 0
LTC PPTYS INC COM 502175102 1,298 42,000 SH   SOLE   42,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 18,696 103,800 SH   SOLE   103,800 0 0
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 503459604 365 86,890 SH   SOLE   86,890 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,824 14,428 SH   SOLE   14,428 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,385 27,000 SH   SOLE   27,000 0 0
LAMB WESTON HLDGS INC COM 513272104 9,940 174,082 SH   SOLE   174,082 0 0
LANDSTAR SYS INC COM 515098101 1,282 13,375 SH   SOLE   13,375 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,726 153,000 SH   SOLE   153,000 0 0
LEAR CORP COM NEW 521865204 1,085 13,348 SH   SOLE   13,348 0 0
LEIDOS HOLDINGS INC COM 525327102 9,078 99,050 SH   SOLE   99,050 0 0
LENNAR CORP CL A 526057104 3,543 92,760 SH   SOLE   92,760 0 0
LEXINGTON REALTY TRUST COM 529043101 6,513 655,894 SH   SOLE   655,894 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,712 16,000 SH   SOLE   16,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 332 3,000 SH   SOLE   3,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 1,661 61,000 SH   SOLE   61,000 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 929 12,779 SH   SOLE   12,779 0 0
LIFE STORAGE INC COM 53223X107 5,354 56,622 SH   SOLE   56,622 0 0
LILLY ELI & CO COM 532457108 23,541 169,700 SH   SOLE   169,700 0 0
LITTELFUSE INC COM 537008104 1,121 8,400 SH   SOLE   8,400 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,882 41,400 SH   SOLE   41,400 0 0
LIVENT CORP COM 53814L108 1,738 331,000 SH   SOLE   331,000 0 0
LOCKHEED MARTIN CORP COM 539830109 17,998 53,100 SH   SOLE   53,100 0 0
LOUISIANA PAC CORP COM 546347105 909 52,900 SH   SOLE   52,900 0 0
LOWES COS INC COM 548661107 20,801 241,729 SH   SOLE   241,729 0 0
LULULEMON ATHLETICA INC COM 550021109 2,464 13,000 SH   SOLE   13,000 0 0
LUMENTUM HLDGS INC COM 55024U109 10,141 137,600 SH   SOLE   137,600 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 8,558 361,566 SH   SOLE   361,566 0 0
MGP INGREDIENTS INC NEW COM 55303J106 774 28,792 SH   SOLE   28,792 0 0
MKS INSTRS INC COM 55306N104 1,971 24,200 SH   SOLE   24,200 0 0
MSA SAFETY INC COM 553498106 880 8,700 SH   SOLE   8,700 0 0
MSCI INC COM 55354G100 5,187 17,951 SH   SOLE   17,951 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 4,228 20,000 SH   SOLE   20,000 0 0
MARKEL CORP COM 570535104 928 1,000 SH   SOLE   1,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,205 3,622 SH   SOLE   3,622 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 198 3,571 SH   SOLE   3,571 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,623 35,000 SH   SOLE   35,000 0 0
MASCO CORP COM 574599106 2,155 62,329 SH   SOLE   62,329 0 0
MASIMO CORP COM 574795100 2,196 12,400 SH   SOLE   12,400 0 0
MASTERCARD INC CL A 57636Q104 43,722 181,000 SH   SOLE   181,000 0 0
MATCH GROUP INC COM 57665R106 1,651 25,000 SH   SOLE   25,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,099 14,867 SH   SOLE   14,867 0 0
MCDONALDS CORP COM 580135101 23,248 140,600 SH   SOLE   140,600 0 0
MCGRATH RENTCORP COM 580589109 989 18,886 SH   SOLE   18,886 0 0
MCKESSON CORP COM 58155Q103 3,625 26,800 SH   SOLE   26,800 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 1,813 104,841 SH   SOLE   104,841 0 0
MERCK & CO. INC COM 58933Y105 28,676 372,700 SH   SOLE   372,700 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,067 4,442 SH   SOLE   4,442 0 0
MICROSOFT CORP COM 594918104 177,291 1,124,157 SH   SOLE   1,124,157 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,005 44,322 SH   SOLE   44,322 0 0
MICRON TECHNOLOGY INC COM 595112103 11,726 278,800 SH   SOLE   278,800 0 0
MID AMER APT CMNTYS INC COM 59522J103 13,147 127,605 SH   SOLE   127,605 0 0
MIDDLEBY CORP COM 596278101 910 16,000 SH   SOLE   16,000 0 0
MOHAWK INDS INC COM 608190104 1,349 17,688 SH   SOLE   17,688 0 0
MONDELEZ INTL INC CL A 609207105 16,924 337,941 SH   SOLE   337,941 0 0
MONGODB INC CL A 60937P106 2,087 15,282 SH   SOLE   15,282 0 0
MOODYS CORP COM 615369105 4,653 22,000 SH   SOLE   22,000 0 0
MOOG INC CL A 615394202 1,011 20,000 SH   SOLE   20,000 0 0
MORGAN STANLEY COM NEW 617446448 8,976 264,000 SH   SOLE   264,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,121 31,000 SH   SOLE   31,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 873 109,000 SH   SOLE   109,000 0 0
NVR INC COM 62944T105 2,055 800 SH   SOLE   800 0 0
NASDAQ INC COM 631103108 1,234 13,000 SH   SOLE   13,000 0 0
NATIONAL BK HLDGS CORP CL A 633707104 1,293 54,100 SH   SOLE   54,100 0 0
NATIONAL HEALTH INVS INC COM 63633D104 2,258 45,600 SH   SOLE   45,600 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106 3,522 109,400 SH   SOLE   109,400 0 0
NAVIENT CORPORATION COM 63938C108 1,355 178,747 SH   SOLE   178,747 0 0
NEKTAR THERAPEUTICS COM 640268108 4,873 273,015 SH   SOLE   273,015 0 0
NETFLIX INC COM 64110L106 15,696 41,800 SH   SOLE   41,800 0 0
NETEASE INC SPONSORED ADS 64110W102 1,763 5,494 SH   SOLE   5,494 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 694 8,018 SH   SOLE   8,018 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 4,113 38,000 SH   SOLE   38,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 6,058 645,115 SH   SOLE   645,115 0 0
NICE LTD SPONSORED ADR 653656108 2,120 14,770 SH   SOLE   14,770 0 0
NIKE INC CL B 654106103 13,735 166,000 SH   SOLE   166,000 0 0
NLIGHT INC COM 65487K100 636 60,643 SH   SOLE   60,643 0 0
NOKIA CORP SPONSORED ADR 654902204 1,407 454,000 SH   SOLE   454,000 0 0
NOBLE ENERGY INC COM 655044105 1,037 171,710 SH   SOLE   171,710 0 0
NORFOLK SOUTHERN CORP COM 655844108 5,606 38,400 SH   SOLE   38,400 0 0
NORTHERN TR CORP COM 665859104 6,877 91,135 SH   SOLE   91,135 0 0
NORTHROP GRUMMAN CORP COM 666807102 20,271 67,000 SH   SOLE   67,000 0 0
NVIDIA CORP COM 67066G104 29,708 112,700 SH   SOLE   112,700 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 10,356 34,400 SH   SOLE   34,400 0 0
OCCIDENTAL PETE CORP COM 674599105 599 51,740 SH   SOLE   51,740 0 0
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 265 9,717 SH   SOLE   9,717 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 8,604 65,550 SH   SOLE   65,550 0 0
OLD REP INTL CORP COM 680223104 1,104 72,400 SH   SOLE   72,400 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 589 12,700 SH   SOLE   12,700 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 8,349 314,600 SH   SOLE   314,600 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,149 413,939 SH   SOLE   413,939 0 0
ONE GAS INC COM 68235P108 6,514 77,900 SH   SOLE   77,900 0 0
ORACLE CORP COM 68389X105 19,443 402,306 SH   SOLE   402,306 0 0
OTTER TAIL CORP COM 689648103 457 10,282 SH   SOLE   10,282 0 0
OUTFRONT MEDIA INC COM 69007J106 993 73,650 SH   SOLE   73,650 0 0
PBF ENERGY INC CL A 69318G106 537 75,912 SH   SOLE   75,912 0 0
PGT INNOVATIONS INC COM 69336V101 680 81,000 SH   SOLE   81,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 6,413 67,000 SH   SOLE   67,000 0 0
PNM RES INC COM 69349H107 950 25,000 SH   SOLE   25,000 0 0
PVH CORPORATION COM 693656100 467 12,400 SH   SOLE   12,400 0 0
PACWEST BANCORP DEL COM 695263103 851 47,479 SH   SOLE   47,479 0 0
PALO ALTO NETWORKS INC COM 697435105 6,985 42,600 SH   SOLE   42,600 0 0
PARAMOUNT GROUP INC COM 69924R108 1,136 129,100 SH   SOLE   129,100 0 0
PARK HOTELS RESORTS INC COM 700517105 609 77,000 SH   SOLE   77,000 0 0
PARSLEY ENERGY INC CL A 701877102 1,037 181,063 SH   SOLE   181,063 0 0
PAYPAL HLDGS INC COM 70450Y103 35,469 370,476 SH   SOLE   370,476 0 0
PEPSICO INC COM 713448108 26,170 217,900 SH   SOLE   217,900 0 0
PERFICIENT INC COM 71375U101 1,312 48,428 SH   SOLE   48,428 0 0
PERSPECTA INC COM 715347100 3,533 193,713 SH   SOLE   193,713 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 3,380 627,000 PRN   SOLE   627,000 0 0
PFIZER INC COM 717081103 26,259 804,500 SH   SOLE   804,500 0 0
PHILIP MORRIS INTL INC COM 718172109 14,052 192,600 SH   SOLE   192,600 0 0
PHILLIPS 66 COM 718546104 11,167 208,140 SH   SOLE   208,140 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 795 45,000 SH   SOLE   45,000 0 0
PIONEER NAT RES CO COM 723787107 7,366 105,000 SH   SOLE   105,000 0 0
POLARIS INC COM 731068102 433 9,000 SH   SOLE   9,000 0 0
POOL CORPORATION COM 73278L105 3,207 16,300 SH   SOLE   16,300 0 0
POPULAR INC COM NEW 733174700 1,079 30,821 SH   SOLE   30,821 0 0
POST HLDGS INC COM 737446104 1,442 17,379 SH   SOLE   17,379 0 0
PRECISION DRILLING CORP COM 2010 74022D308 268 856,324 SH   SOLE   856,324 0 0
PRIMERICA INC COM 74164M108 301 3,400 SH   SOLE   3,400 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 681 21,725 SH   SOLE   21,725 0 0
PROCTER & GAMBLE CO COM 742718109 45,199 410,900 SH   SOLE   410,900 0 0
PROGENICS PHARMACEUTICALS IN COM 743187106 654 172,165 SH   SOLE   172,165 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,343 85,900 SH   SOLE   85,900 0 0
PROLOGIS INC. COM 74340W103 51,183 636,839 SH   SOLE   636,839 0 0
PROOFPOINT INC COM 743424103 3,971 38,710 SH   SOLE   38,710 0 0
PROPETRO HLDG CORP COM 74347M108 483 193,300 SH   SOLE   193,300 0 0
PROSPERITY BANCSHARES INC COM 743606105 589 12,200 SH   SOLE   12,200 0 0
PUBLIC STORAGE COM 74460D109 18,066 90,961 SH   SOLE   90,961 0 0
PULTE GROUP INC COM 745867101 1,559 69,859 SH   SOLE   69,859 0 0
QIWI PLC SPON ADR REP B 74735M108 73 6,823 SH   SOLE   6,823 0 0
QTS RLTY TR INC COM CL A 74736A103 3,100 53,437 SH   SOLE   53,437 0 0
QORVO INC COM 74736K101 2,016 25,000 SH   SOLE   25,000 0 0
QUALCOMM INC COM 747525103 17,213 254,444 SH   SOLE   254,444 0 0
QUANTA SVCS INC COM 74762E102 1,201 37,858 SH   SOLE   37,858 0 0
QUEST DIAGNOSTICS INC COM 74834L100 2,676 33,331 SH   SOLE   33,331 0 0
RLI CORP COM 749607107 1,337 15,200 SH   SOLE   15,200 0 0
RLJ LODGING TR COM 74965L101 730 94,500 SH   SOLE   94,500 0 0
RADIAN GROUP INC COM 750236101 633 48,912 SH   SOLE   48,912 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 309 76,000 SH   SOLE   76,000 0 0
RAPID7 INC COM 753422104 4,529 104,520 SH   SOLE   104,520 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 971 15,358 SH   SOLE   15,358 0 0
RAYTHEON CO COM NEW 755111507 8,787 67,000 SH   SOLE   67,000 0 0
REALTY INCOME CORP COM 756109104 11,664 233,927 SH   SOLE   233,927 0 0
REDWOOD TR INC COM 758075402 428 84,628 SH   SOLE   84,628 0 0
REGENCY CTRS CORP COM 758849103 5,940 154,560 SH   SOLE   154,560 0 0
REGENERON PHARMACEUTICALS COM 75886F107 9,158 18,755 SH   SOLE   18,755 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 1,271 15,100 SH   SOLE   15,100 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,673 19,100 SH   SOLE   19,100 0 0
RESMED INC COM 761152107 3,262 22,150 SH   SOLE   22,150 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 1,050 217,000 SH   SOLE   217,000 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 370 44,600 SH   SOLE   44,600 0 0
RETAIL PPTYS AMER INC CL A 76131V202 284 54,900 SH   SOLE   54,900 0 0
REXNORD CORP COM 76169B102 1,315 58,000 SH   SOLE   58,000 0 0
RINGCENTRAL INC CL A 76680R206 2,335 11,018 SH   SOLE   11,018 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,884 31,700 SH   SOLE   31,700 0 0
ROSS STORES INC COM 778296103 8,149 93,700 SH   SOLE   93,700 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 4,216 79,405 SH   SOLE   79,405 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 5,087 141,900 SH   SOLE   141,900 0 0
S&P GLOBAL INC COM 78409V104 15,095 61,600 SH   SOLE   61,600 0 0
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SPDR SER TR S&P BIOTECH 78464A870 7,589 98,000 SH   SOLE   98,000 0 0
SP PLUS CORP COM 78469C103 535 25,769 SH   SOLE   25,769 0 0
SVB FINANCIAL GROUP COM 78486Q101 1,669 11,047 SH   SOLE   11,047 0 0
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SAIA INC COM 78709Y105 856 11,637 SH   SOLE   11,637 0 0
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HENRY SCHEIN INC COM 806407102 1,348 26,677 SH   SOLE   26,677 0 0
SCHWAB CHARLES CORP COM 808513105 4,034 120,000 SH   SOLE   120,000 0 0
SEA LTD SPONSORED ADS 81141R100 3,284 74,106 SH   SOLE   74,106 0 0
SEATTLE GENETICS INC COM 812578102 1,532 13,282 SH   SOLE   13,282 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 82,827 1,494,800 SH   SOLE   1,494,800 0 0
SEMTECH CORP COM 816850101 2,334 62,247 SH   SOLE   62,247 0 0
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SERVICEMASTER GLOBAL HLDGS I COM 81761R109 405 15,000 SH   SOLE   15,000 0 0
SERVICENOW INC COM 81762P102 17,439 60,851 SH   SOLE   60,851 0 0
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SHERWIN WILLIAMS CO COM 824348106 14,337 31,200 SH   SOLE   31,200 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 1,425 302,000 SH   SOLE   302,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 876 10,900 SH   SOLE   10,900 0 0
SIMON PPTY GROUP INC NEW COM 828806109 9,419 171,691 SH   SOLE   171,691 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 835 13,478 SH   SOLE   13,478 0 0
SIRIUS XM HLDGS INC COM 82968B103 1,214 245,765 SH   SOLE   245,765 0 0
SKECHERS U S A INC CL A 830566105 665 28,000 SH   SOLE   28,000 0 0
SMITH A O CORP COM 831865209 3,773 99,800 SH   SOLE   99,800 0 0
SMUCKER J M CO COM NEW 832696405 2,348 21,150 SH   SOLE   21,150 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,162 26,400 SH   SOLE   26,400 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 899 171,297 SH   SOLE   171,297 0 0
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SOUTHERN COPPER CORP COM 84265V105 319 11,327 SH   SOLE   11,327 0 0
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SPECTRUM BRANDS HLDGS INC NE COM 84790A105 934 25,670 SH   SOLE   25,670 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,218 50,886 SH   SOLE   50,886 0 0
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STAG INDL INC COM 85254J102 3,513 156,000 SH   SOLE   156,000 0 0
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STATE STR CORP COM 857477103 2,344 44,000 SH   SOLE   44,000 0 0
STEEL DYNAMICS INC COM 858119100 674 29,900 SH   SOLE   29,900 0 0
STEPAN CO COM 858586100 1,573 17,781 SH   SOLE   17,781 0 0
STERLING BANCORP DEL COM 85917A100 576 55,100 SH   SOLE   55,100 0 0
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STRATEGIC ED INC COM 86272C103 1,031 7,375 SH   SOLE   7,375 0 0
STRYKER CORP COM 863667101 6,976 41,900 SH   SOLE   41,900 0 0
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SYSCO CORP COM 871829107 3,158 69,200 SH   SOLE   69,200 0 0
TJX COS INC NEW COM 872540109 14,644 306,300 SH   SOLE   306,300 0 0
T MOBILE US INC COM 872590104 7,971 95,000 SH   SOLE   95,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,069 85,134 SH   SOLE   85,134 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,970 50,330 SH   SOLE   50,330 0 0
TALOS ENERGY INC COM 87484T108 103 17,859 SH   SOLE   17,859 0 0
TAPESTRY INC COM 876030107 1,120 86,510 SH   SOLE   86,510 0 0
TARGET CORP COM 87612E106 6,787 73,000 SH   SOLE   73,000 0 0
TECHTARGET INC COM 87874R100 1,117 54,216 SH   SOLE   54,216 0 0
TELADOC HEALTH INC COM 87918A105 2,589 16,700 SH   SOLE   16,700 0 0
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TESLA INC COM 88160R101 2,620 5,000 SH   SOLE   5,000 0 0
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3M CO COM 88579Y101 9,698 71,040 SH   SOLE   71,040 0 0
TIMKEN CO COM 887389104 947 29,279 SH   SOLE   29,279 0 0
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TORO CO COM 891092108 1,614 24,800 SH   SOLE   24,800 0 0
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TRIMBLE INC COM 896239100 1,009 31,700 SH   SOLE   31,700 0 0
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TWILIO INC CL A 90138F102 643 7,180 SH   SOLE   7,180 0 0
TWITTER INC COM 90184L102 7,405 301,500 SH   SOLE   301,500 0 0
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UNION PAC CORP COM 907818108 17,122 121,400 SH   SOLE   121,400 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,240 67,700 SH   SOLE   67,700 0 0
UNITED PARCEL SERVICE INC CL B 911312106 15,154 162,215 SH   SOLE   162,215 0 0
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UNITEDHEALTH GROUP INC COM 91324P102 46,532 186,590 SH   SOLE   186,590 0 0
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URBAN EDGE PPTYS COM 91704F104 216 24,523 SH   SOLE   24,523 0 0
VEON LTD SPONSORED ADR 91822M106 546 361,403 SH   SOLE   361,403 0 0
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VALERO ENERGY CORP COM 91913Y100 6,617 145,872 SH   SOLE   145,872 0 0
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VERISK ANALYTICS INC COM 92345Y106 4,058 29,116 SH   SOLE   29,116 0 0
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VISA INC COM CL A 92826C839 48,739 302,500 SH   SOLE   302,500 0 0
VONAGE HLDGS CORP COM 92886T201 2,270 314,001 SH   SOLE   314,001 0 0
VORNADO RLTY TR SH BEN INT 929042109 3,476 96,000 SH   SOLE   96,000 0 0
VOYA FINANCIAL INC COM 929089100 11,431 281,905 SH   SOLE   281,905 0 0
VULCAN MATLS CO COM 929160109 967 8,949 SH   SOLE   8,949 0 0
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AMCOR PLC ORD G0250X107 2,238 275,621 SH   SOLE   275,621 0 0
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AON PLC SHS CL A G0408V102 17,649 106,940 SH   SOLE   106,940 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,640 57,623 SH   SOLE   57,623 0 0
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HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 2,490 193,000 SH   SOLE   193,000 0 0
IHS MARKIT LTD SHS G47567105 7,260 121,000 SH   SOLE   121,000 0 0
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LINDE PLC SHS G5494J103 15,847 91,600 SH   SOLE   91,600 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,641 293,456 SH   SOLE   293,456 0 0
MEDTRONIC PLC SHS G5960L103 32,289 358,046 SH   SOLE   358,046 0 0
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NVENT ELECTRIC PLC SHS G6700G107 5,162 306,000 SH   SOLE   306,000 0 0
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SAPIENS INTL CORP N V SHS G7T16G103 546 28,708 SH   SOLE   28,708 0 0
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TRANE TECHNOLOGIES PLC SHS G8994E103 3,634 44,000 SH   SOLE   44,000 0 0
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GLOBANT S A COM L44385109 2,549 29,000 SH   SOLE   29,000 0 0
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CYBERARK SOFTWARE LTD SHS M2682V108 2,794 32,650 SH   SOLE   32,650 0 0
KORNIT DIGITAL LTD SHS M6372Q113 417 16,764 SH   SOLE   16,764 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,466 92,059 SH   SOLE   92,059 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 1,043 145,000 SH   SOLE   145,000 0 0
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