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 2,349 132,285 SH   SOLE   132,285 0 0
ABBOTT LABS COM 002824100 159,854 2,025,778 SH   SOLE   2,025,778 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 11,550 5,500,000 SH   SOLE   5,500,000 0 0
ABIOMED INC COM 003654100 24,810 170,912 SH   SOLE   170,912 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 119,914 734,500 SH   SOLE   734,500 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 2,080 2,000,000 SH   SOLE   2,000,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 51,566 866,944 SH   SOLE   866,944 0 0
ADIENT PLC ORD SHS G0084W101 11,338 1,250,000 SH   SOLE   1,250,000 0 0
ADOBE INC COM 00724F101 176,123 553,428 SH   SOLE   553,428 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 25,102 268,986 SH   SOLE   268,986 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 2,944 100,000 SH   SOLE   100,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 70,171 1,542,900 SH   SOLE   1,542,900 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 17,586 1,800,000 SH   SOLE   1,800,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 6,844 1,468,591 SH   SOLE   1,468,591 0 0
AERCAP HOLDINGS NV SHS N00985106 16,039 703,788 SH   SOLE   703,788 0 0
AES CORP COM 00130H105 10,225 751,833 SH   SOLE   751,833 0 0
AFLAC INC COM 001055102 28,425 830,174 SH   SOLE   830,174 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 25,219 352,118 SH   SOLE   352,118 0 0
AIR PRODS & CHEMS INC COM 009158106 43,706 218,958 SH   SOLE   218,958 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 16,907 184,800 SH   SOLE   184,800 0 0
ALASKA AIR GROUP INC COM 011659109 4,046 142,100 SH   SOLE   142,100 0 0
ALCOA CORP COM 013872106 9,240 1,500,000 SH   SOLE   1,500,000 0 0
ALECTOR INC COM 014442107 9,652 400,000 SH   SOLE   400,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 18,859 137,600 SH   SOLE   137,600 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 94,684 1,054,510 SH   SOLE   1,054,510 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 40,884 3,050,000 SH   SOLE   3,050,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,227 140,000 SH   SOLE   140,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,906 51,200 SH   SOLE   51,200 0 0
ALLERGAN PLC SHS G0177J108 1,659,392 9,369,802 SH   SOLE   9,369,802 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,534 45,575 SH   SOLE   45,575 0 0
ALLIANT ENERGY CORP COM 018802108 13,370 276,866 SH   SOLE   276,866 0 0
ALLSTATE CORP COM 020002101 44,148 481,287 SH   SOLE   481,287 0 0
ALLY FINL INC COM 02005N100 78,278 5,424,677 SH   SOLE   5,424,677 0 0
ALPHABET INC CAP STK CL A 02079K305 381,244 328,107 SH   SOLE   328,107 0 0
ALPHABET INC CAP STK CL C 02079K107 397,345 341,711 SH   SOLE   341,711 0 0
ALTRIA GROUP INC COM 02209S103 82,368 2,130,032 SH   SOLE   2,130,032 0 0
ALTUS MIDSTREAM CO CL A 02215L100 1,293 1,724,100 SH   SOLE   1,724,100 0 0
ALUSSA ENERGY ACQUISITION CO *W EXP 10/31/202 G0232J119 675 900,000 SH   SOLE   900,000 0 0
ALUSSA ENERGY ACQUISITION CO SHS CL A G0232J101 17,280 1,800,000 SH   SOLE   1,800,000 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 14,335 1,324,875 SH   SOLE   1,324,875 0 0
AMAZON COM INC COM 023135106 991,789 508,683 SH   SOLE   508,683 0 0
AMCI ACQUISITION CORP *W EXP 05/20/202 00165R119 318 1,800,000 SH   SOLE   1,800,000 0 0
AMCI ACQUISITION CORP CLASS A 00165R101 18,288 1,800,000 SH   SOLE   1,800,000 0 0
AMCOR PLC ORD G0250X107 14,890 1,833,690 SH   SOLE   1,833,690 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 4,856 398,357 SH   SOLE   398,357 0 0
AMERICAN ELEC PWR CO INC COM 025537101 45,265 565,950 SH   SOLE   565,950 0 0
AMERICAN EXPRESS CO COM 025816109 13,092 152,925 SH   SOLE   152,925 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 24,510 1,010,721 SH   SOLE   1,010,721 0 0
AMERICAN TOWER CORP NEW COM 03027X100 110,627 508,044 SH   SOLE   508,044 0 0
AMERIPRISE FINL INC COM 03076C106 11,956 116,668 SH   SOLE   116,668 0 0
AMERISOURCEBERGEN CORP COM 03073E105 15,116 170,800 SH   SOLE   170,800 0 0
AMETEK INC COM 031100100 64,307 892,911 SH   SOLE   892,911 0 0
AMGEN INC COM 031162100 125,667 619,872 SH   SOLE   619,872 0 0
AMPHENOL CORP NEW CL A 032095101 15,926 218,523 SH   SOLE   218,523 0 0
ANALOG DEVICES INC COM 032654105 115,232 1,285,357 SH   SOLE   1,285,357 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 507 100,000 SH   SOLE   100,000 0 0
ANSYS INC COM 03662Q105 22,340 96,100 SH   SOLE   96,100 0 0
ANTHEM INC COM 036752103 65,658 289,193 SH   SOLE   289,193 0 0
AON PLC SHS CL A G0408V102 38,244 231,724 SH   SOLE   231,724 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 1,323 37,649 SH   SOLE   37,649 0 0
APPLE INC COM 037833100 1,245,360 4,897,399 SH   SOLE   4,897,399 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,485 98,099 SH   SOLE   98,099 0 0
APPLIED MATLS INC COM 038222105 21,070 459,853 SH   SOLE   459,853 0 0
APTARGROUP INC COM 038336103 44,793 450,000 SH   SOLE   450,000 0 0
APTIV PLC SHS G6095L109 1,842 37,400 SH   SOLE   37,400 0 0
ARAMARK COM 03852U106 6,591 330,037 SH   SOLE   330,037 0 0
ARCH COAL INC CL A 039380407 4,335 150,000 SH   SOLE   150,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 22,036 626,392 SH   SOLE   626,392 0 0
ARCONIC INC COM 03965L100 37,986 2,365,270 SH   SOLE   2,365,270 0 0
ARDELYX INC COM 039697107 29,924 5,263,685 SH   SOLE   5,263,685 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 7,980 190,000 SH   SOLE   190,000 0 0
ARISTA NETWORKS INC COM 040413106 7,687 37,950 SH   SOLE   37,950 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 4,316 150,000 SH   SOLE   150,000 0 0
ARYA SCIENCES ACQUISITION CO *W EXP 10/10/202 G3165V125 1,150 625,000 SH   SOLE   625,000 0 0
ARYA SCIENCES ACQUISITION CO SHS CL A G3165V109 12,725 1,250,000 SH   SOLE   1,250,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 4,504 40,000 SH   SOLE   40,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 20,103 401,503 SH   SOLE   401,503 0 0
ASSETMARK FINL HLDGS INC COM 04546L106 22,990 1,127,533 SH   SOLE   1,127,533 0 0
ASSURANT INC COM 04621X108 59,304 569,740 SH   SOLE   569,740 0 0
ASTEC INDS INC COM 046224101 34,978 1,000,243 SH   SOLE   1,000,243 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 24,563 550,000 SH   SOLE   550,000 0 0
AT&T INC COM 00206R102 139,280 4,778,058 SH   SOLE   4,778,058 0 0
ATHENE HLDG LTD CL A G0684D107 3,103 125,000 SH   SOLE   125,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 3,641 141,831 SH   SOLE   141,831 0 0
ATMOS ENERGY CORP COM 049560105 43,093 434,276 SH   SOLE   434,276 0 0
ATRICURE INC COM 04963C209 30,231 900,000 SH   SOLE   900,000 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 5,804 400,000 SH   SOLE   400,000 0 0
AUTODESK INC COM 052769106 39,055 250,189 SH   SOLE   250,189 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 47,862 350,176 SH   SOLE   350,176 0 0
AUTOZONE INC COM 053332102 9,065 10,715 SH   SOLE   10,715 0 0
AVALONBAY CMNTYS INC COM 053484101 24,899 169,182 SH   SOLE   169,182 0 0
AVANTOR INC COM 05352A100 8,743 700,000 SH   SOLE   700,000 0 0
AVERY DENNISON CORP COM 053611109 583 5,725 SH   SOLE   5,725 0 0
AVROBIO INC COM 05455M100 778 50,000 SH   SOLE   50,000 0 0
AXOVANT GENE THERAPIES LTD COM G0750W203 305 125,000 SH   SOLE   125,000 0 0
AXSOME THERAPEUTICS INC COM 05464T104 5,001 85,000 SH   SOLE   85,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 7,126 678,702 SH   SOLE   678,702 0 0
BALL CORP COM 058498106 11,013 170,314 SH   SOLE   170,314 0 0
BANK NEW YORK MELLON CORP COM 064058100 44,671 1,326,350 SH   SOLE   1,326,350 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 17,913 1,051,852 SH   SOLE   1,051,852 0 0
BARRICK GOLD CORPORATION COM 067901108 119,080 6,500,000 SH   SOLE   6,500,000 0 0
BAXTER INTL INC COM 071813109 97,593 1,202,028 SH   SOLE   1,202,028 0 0
BEACON ROOFING SUPPLY INC COM 073685109 53,708 3,247,163 SH   SOLE   3,247,163 0 0
BEAM THERAPEUTICS INC COM 07373V105 5,976 332,000 SH   SOLE   332,000 0 0
BECTON DICKINSON & CO COM 075887109 19,154 83,363 SH   SOLE   83,363 0 0
BELLUS HEALTH INC NEW COM NEW 07987C204 5,988 600,000 SH   SOLE   600,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 374,814 2,050,069 SH   SOLE   2,050,069 0 0
BEST BUY INC COM 086516101 14,803 259,700 SH   SOLE   259,700 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 15,000 7,500,000 SH   SOLE   7,500,000 0 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 7,391 1,950,000 SH   SOLE   1,950,000 0 0
BIOGEN INC COM 09062X103 65,139 205,890 SH   SOLE   205,890 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 6,703 196,975 SH   SOLE   196,975 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 28,297 334,876 SH   SOLE   334,876 0 0
BK OF AMERICA CORP COM 060505104 167,778 7,902,886 SH   SOLE   7,902,886 0 0
BLACKROCK INC COM 09247X101 64,007 145,480 SH   SOLE   145,480 0 0
BLOCK H & R INC COM 093671105 3,107 220,700 SH   SOLE   220,700 0 0
BLUEBIRD BIO INC COM 09609G100 60,005 1,305,600 SH   SOLE   1,305,600 0 0
BLUELINX HLDGS INC COM NEW 09624H208 4,267 862,104 SH   SOLE   862,104 0 0
BOEING CO COM 097023105 57,071 382,670 SH   SOLE   382,670 0 0
BOOKING HLDGS INC COM 09857L108 64,172 47,700 SH   SOLE   47,700 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 13,301 193,775 SH   SOLE   193,775 0 0
BORGWARNER INC COM 099724106 8,135 333,806 SH   SOLE   333,806 0 0
BOSTON PROPERTIES INC COM 101121101 17,571 190,518 SH   SOLE   190,518 0 0
BOSTON SCIENTIFIC CORP COM 101137107 45,591 1,397,216 SH   SOLE   1,397,216 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 2,750 332,472 SH   SOLE   332,472 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 122,477 2,197,289 SH   SOLE   2,197,289 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 50,030 13,165,841 SH   SOLE   13,165,841 0 0
BROADCOM INC COM 11135F101 102,765 433,426 SH   SOLE   433,426 0 0
BROWN FORMAN CORP CL B 115637209 11,509 207,332 SH   SOLE   207,332 0 0
BRP INC COM SUN VTG 05577W200 4,362 267,282 SH   SOLE   267,282 0 0
BUNGE LIMITED COM G16962105 102,342 2,494,310 SH   SOLE   2,494,310 0 0
BURLINGTON STORES INC COM 122017106 211,314 1,333,547 SH   SOLE   1,333,547 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 7,964 120,300 SH   SOLE   120,300 0 0
CABALETTA BIO INC COM 12674W109 26,315 3,604,760 SH   SOLE   3,604,760 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 37,499 328,533 SH   SOLE   328,533 0 0
CABOT OIL & GAS CORP COM 127097103 6,869 399,600 SH   SOLE   399,600 0 0
CACI INTL INC CL A 127190304 1,696 8,034 SH   SOLE   8,034 0 0
CACTUS INC CL A 127203107 7,501 646,602 SH   SOLE   646,602 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 21,179 320,700 SH   SOLE   320,700 0 0
CAMDEN PPTY TR SH BEN INT 133131102 11,792 148,815 SH   SOLE   148,815 0 0
CAMECO CORP COM 13321L108 85,497 11,190,722 SH   SOLE   11,190,722 0 0
CAMPBELL SOUP CO COM 134429109 8,869 192,146 SH   SOLE   192,146 0 0
CANADIAN NAT RES LTD COM 136385101 678 50,000 SH   SOLE   50,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 119,414 2,368,377 SH   SOLE   2,368,377 0 0
CARDINAL HEALTH INC COM 14149Y108 16,074 335,300 SH   SOLE   335,300 0 0
CARMAX INC COM 143130102 4,705 87,400 SH   SOLE   87,400 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,957 452,300 SH   SOLE   452,300 0 0
CATERPILLAR INC DEL COM 149123101 12,086 104,156 SH   SOLE   104,156 0 0
CATHAY GEN BANCORP COM 149150104 4,710 205,237 SH   SOLE   205,237 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 11,183 125,300 SH   SOLE   125,300 0 0
CBRE GROUP INC CL A 12504L109 14,262 378,200 SH   SOLE   378,200 0 0
CDW CORP COM 12514G108 15,296 164,000 SH   SOLE   164,000 0 0
CELLECTIS S A SPONSORED ADS 15117K103 5,060 550,000 SH   SOLE   550,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 32,860 15,500,000 SH   SOLE   15,500,000 0 0
CENOVUS ENERGY INC COM 15135U109 505 250,000 SH   SOLE   250,000 0 0
CENTENE CORP DEL COM 15135B101 39,657 667,512 SH   SOLE   667,512 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 184 700,000 SH   SOLE   700,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 50,541 3,271,239 SH   SOLE   3,271,239 0 0
CERNER CORP COM 156782104 18,779 298,120 SH   SOLE   298,120 0 0
CF INDS HLDGS INC COM 125269100 88,390 3,249,642 SH   SOLE   3,249,642 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 123,481 283,011 SH   SOLE   283,011 0 0
CHEMOCENTRYX INC COM 16383L106 14,063 350,000 SH   SOLE   350,000 0 0
CHEMOURS CO COM 163851108 6,209 700,000 SH   SOLE   700,000 0 0
CHEVRON CORP NEW COM 166764100 158,738 2,190,693 SH   SOLE   2,190,693 0 0
CHIASMA INC COM 16706W102 10,585 2,900,000 SH   SOLE   2,900,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 18,061 27,600 SH   SOLE   27,600 0 0
CHUBB LIMITED COM H1467J104 35,609 318,824 SH   SOLE   318,824 0 0
CHURCH & DWIGHT INC COM 171340102 17,674 275,374 SH   SOLE   275,374 0 0
CIGNA CORP NEW COM 125523100 75,443 425,798 SH   SOLE   425,798 0 0
CIMAREX ENERGY CO COM 171798101 22,984 1,365,655 SH   SOLE   1,365,655 0 0
CINTAS CORP COM 172908105 16,352 94,400 SH   SOLE   94,400 0 0
CISCO SYS INC COM 17275R102 212,377 5,402,621 SH   SOLE   5,402,621 0 0
CITIGROUP INC COM NEW 172967424 160,237 3,804,288 SH   SOLE   3,804,288 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 90,575 4,815,274 SH   SOLE   4,815,274 0 0
CITRIX SYS INC COM 177376100 17,198 121,500 SH   SOLE   121,500 0 0
CLOROX CO DEL COM 189054109 24,472 141,253 SH   SOLE   141,253 0 0
CME GROUP INC COM 12572Q105 67,890 392,631 SH   SOLE   392,631 0 0
CMS ENERGY CORP COM 125896100 19,228 327,281 SH   SOLE   327,281 0 0
CNX RESOURCES CORPORATION COM 12653C108 9,842 1,850,000 SH   SOLE   1,850,000 0 0
COCA COLA CO COM 191216100 195,695 4,422,482 SH   SOLE   4,422,482 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 28,976 623,550 SH   SOLE   623,550 0 0
COHERUS BIOSCIENCES INC COM 19249H103 2,433 150,000 SH   SOLE   150,000 0 0
COLFAX CORP COM 194014106 9,829 496,403 SH   SOLE   496,403 0 0
COLGATE PALMOLIVE CO COM 194162103 64,848 977,220 SH   SOLE   977,220 0 0
COMCAST CORP NEW CL A 20030N101 143,480 4,173,356 SH   SOLE   4,173,356 0 0
COMERICA INC COM 200340107 27,269 929,405 SH   SOLE   929,405 0 0
COMMSCOPE HLDG CO INC COM 20337X109 71,692 7,869,607 SH   SOLE   7,869,607 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 246 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 15,860 540,545 SH   SOLE   540,545 0 0
CONCHO RES INC COM 20605P101 35,051 818,000 SH   SOLE   818,000 0 0
CONDUENT INC COM 206787103 806 329,149 SH   SOLE   329,149 0 0
CONOCOPHILLIPS COM 20825C104 75,506 2,451,492 SH   SOLE   2,451,492 0 0
CONSTELLATION BRANDS INC CL A 21036P108 27,535 192,067 SH   SOLE   192,067 0 0
CONTRAFECT CORP COM NEW 212326300 1,659 288,000 SH   SOLE   288,000 0 0
CONTURA ENERGY INC COM 21241B100 1,052 447,547 SH   SOLE   447,547 0 0
COOPER COS INC COM NEW 216648402 15,405 55,883 SH   SOLE   55,883 0 0
COOPER TIRE & RUBR CO COM 216831107 2,350 144,159 SH   SOLE   144,159 0 0
COPART INC COM 217204106 16,116 235,200 SH   SOLE   235,200 0 0
CORNING INC COM 219350105 14,302 696,321 SH   SOLE   696,321 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 10,733 485,000 SH   SOLE   485,000 0 0
CORTEVA INC COM 22052L104 20,052 853,257 SH   SOLE   853,257 0 0
COSTCO WHSL CORP NEW COM 22160K105 141,744 497,120 SH   SOLE   497,120 0 0
COTY INC COM CL A 222070203 1,705 330,344 SH   SOLE   330,344 0 0
CRANE CO COM 224399105 6,482 131,800 SH   SOLE   131,800 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 7,238 130,000 SH   SOLE   130,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 68,447 474,009 SH   SOLE   474,009 0 0
CRYOLIFE INC COM 228903100 3,807 225,000 SH   SOLE   225,000 0 0
CSX CORP COM 126408103 48,508 846,568 SH   SOLE   846,568 0 0
CUBIC CORP COM 229669106 580 14,036 SH   SOLE   14,036 0 0
CVS HEALTH CORP COM 126650100 88,525 1,492,074 SH   SOLE   1,492,074 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 2,220 1,500,000 SH   SOLE   1,500,000 0 0
D R HORTON INC COM 23331A109 13,049 383,800 SH   SOLE   383,800 0 0
DANA INCORPORATED COM 235825205 8,483 1,086,121 SH   SOLE   1,086,121 0 0
DANAHER CORPORATION COM 235851102 87,575 632,724 SH   SOLE   632,724 0 0
DARDEN RESTAURANTS INC COM 237194105 7,601 139,564 SH   SOLE   139,564 0 0
DATADOG INC CL A COM 23804L103 8,635 240,000 SH   SOLE   240,000 0 0
DAVITA INC COM 23918K108 7,857 103,300 SH   SOLE   103,300 0 0
DEERE & CO COM 244199105 87,570 633,829 SH   SOLE   633,829 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 19,306 676,683 SH   SOLE   676,683 0 0
DENTSPLY SIRONA INC COM 24906P109 2,147 55,300 SH   SOLE   55,300 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,930 279,340 SH   SOLE   279,340 0 0
DEXCOM INC COM 252131107 16,156 60,000 SH   SOLE   60,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 11,636 444,140 SH   SOLE   444,140 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 4,593 250,000 SH   SOLE   250,000 0 0
DIGITAL RLTY TR INC COM 253868103 41,756 300,600 SH   SOLE   300,600 0 0
DISCOVER FINL SVCS COM 254709108 2,834 79,454 SH   SOLE   79,454 0 0
DISCOVERY INC COM SER A 25470F104 3,502 180,130 SH   SOLE   180,130 0 0
DISCOVERY INC COM SER C 25470F302 6,641 378,645 SH   SOLE   378,645 0 0
DISH NETWORK CORPORATION CL A 25470M109 15,895 795,159 SH   SOLE   795,159 0 0
DISNEY WALT CO COM DISNEY 254687106 195,141 2,020,090 SH   SOLE   2,020,090 0 0
DMC GLOBAL INC COM 23291C103 1,196 51,979 SH   SOLE   51,979 0 0
DOLLAR GEN CORP NEW COM 256677105 102,431 678,305 SH   SOLE   678,305 0 0
DOLLAR TREE INC COM 256746108 78,458 1,067,891 SH   SOLE   1,067,891 0 0
DOMINION ENERGY INC COM 25746U109 68,103 943,380 SH   SOLE   943,380 0 0
DOUGLAS EMMETT INC COM 25960P109 1,649 54,037 SH   SOLE   54,037 0 0
DOVER CORP COM 260003108 148,872 1,773,549 SH   SOLE   1,773,549 0 0
DOW INC COM 260557103 24,962 853,700 SH   SOLE   853,700 0 0
DTE ENERGY CO COM 233331107 20,988 221,000 SH   SOLE   221,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 104,332 1,289,960 SH   SOLE   1,289,960 0 0
DUKE REALTY CORP COM NEW 264411505 13,619 420,600 SH   SOLE   420,600 0 0
DUPONT DE NEMOURS INC COM 26614N102 56,175 1,647,355 SH   SOLE   1,647,355 0 0
DXC TECHNOLOGY CO COM 23355L106 4,211 322,720 SH   SOLE   322,720 0 0
DYNATRACE INC COM 268150109 4,768 200,000 SH   SOLE   200,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 21,859 636,905 SH   SOLE   636,905 0 0
EAST WEST BANCORP INC COM 27579R104 47,285 1,837,025 SH   SOLE   1,837,025 0 0
EASTMAN CHEM CO COM 277432100 6,624 142,200 SH   SOLE   142,200 0 0
EATON CORP PLC SHS G29183103 64,944 835,939 SH   SOLE   835,939 0 0
EBAY INC COM 278642103 544 18,100 SH   SOLE   18,100 0 0
EDISON INTL COM 281020107 91,679 1,673,284 SH   SOLE   1,673,284 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 61,786 327,567 SH   SOLE   327,567 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 1,315 193,374 SH   SOLE   193,374 0 0
ELECTRONIC ARTS INC COM 285512109 33,206 331,500 SH   SOLE   331,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106 1,577 188,618 SH   SOLE   188,618 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 5,499 743,117 SH   SOLE   743,117 0 0
EMCOR GROUP INC COM 29084Q100 8,977 146,400 SH   SOLE   146,400 0 0
EMERSON ELEC CO COM 291011104 65,184 1,367,982 SH   SOLE   1,367,982 0 0
ENDAVA PLC ADS 29260V105 3,516 100,000 SH   SOLE   100,000 0 0
ENTERGY CORP NEW COM 29364G103 40,273 428,572 SH   SOLE   428,572 0 0
EOG RES INC COM 26875P101 52,723 1,467,800 SH   SOLE   1,467,800 0 0
EPAM SYS INC COM 29414B104 4,642 25,000 SH   SOLE   25,000 0 0
EQT CORPORATION COM 26884L109 23,800 3,366,340 SH   SOLE   3,366,340 0 0
EQUIFAX INC COM 294429105 5,483 45,900 SH   SOLE   45,900 0 0
EQUINIX INC COM 29444U700 60,688 97,168 SH   SOLE   97,168 0 0
EQUITABLE HLDGS INC COM 29452E101 2,890 200,000 SH   SOLE   200,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 15,243 247,016 SH   SOLE   247,016 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 2,727 86,484 SH   SOLE   86,484 0 0
ESSEX PPTY TR INC COM 297178105 16,320 74,100 SH   SOLE   74,100 0 0
EVERCORE INC CLASS A 29977A105 1,612 35,000 SH   SOLE   35,000 0 0
EVEREST RE GROUP LTD COM G3223R108 1,368 7,110 SH   SOLE   7,110 0 0
EVERGY INC COM 30034W106 52,991 962,600 SH   SOLE   962,600 0 0
EVERQUOTE INC COM CL A 30041R108 1,464 55,772 SH   SOLE   55,772 0 0
EVERSOURCE ENERGY COM 30040W108 29,015 370,982 SH   SOLE   370,982 0 0
EXELON CORP COM 30161N101 41,025 1,114,500 SH   SOLE   1,114,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 8,801 156,400 SH   SOLE   156,400 0 0
EXPEDITORS INTL WASH INC COM 302130109 10,749 161,100 SH   SOLE   161,100 0 0
EXTRA SPACE STORAGE INC COM 30225T102 14,010 146,300 SH   SOLE   146,300 0 0
EXXON MOBIL CORP COM 30231G102 144,851 3,814,892 SH   SOLE   3,814,892 0 0
F5 NETWORKS INC COM 315616102 7,571 71,000 SH   SOLE   71,000 0 0
FACEBOOK INC CL A 30303M102 490,798 2,942,435 SH   SOLE   2,942,435 0 0
FARMER BROS CO COM 307675108 6,053 869,699 SH   SOLE   869,699 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 5,917 79,300 SH   SOLE   79,300 0 0
FEDEX CORP COM 31428X106 38,122 314,380 SH   SOLE   314,380 0 0
FERROGLOBE PLC SHS G33856108 6,480 14,241,392 SH   SOLE   14,241,392 0 0
FGL HLDGS ORD SHS G3402M102 4,606 470,000 SH   SOLE   470,000 0 0
FIBROGEN INC COM 31572Q808 1,738 50,000 SH   SOLE   50,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 180,946 1,487,550 SH   SOLE   1,487,550 0 0
FIFTH THIRD BANCORP COM 316773100 18,442 1,241,900 SH   SOLE   1,241,900 0 0
FIRSTENERGY CORP COM 337932107 49,021 1,223,392 SH   SOLE   1,223,392 0 0
FISERV INC COM 337738108 2,492 26,231 SH   SOLE   26,231 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 568 250,000 SH   SOLE   250,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 11,082 59,408 SH   SOLE   59,408 0 0
FLIR SYS INC COM 302445101 12,228 383,447 SH   SOLE   383,447 0 0
FLOWSERVE CORP COM 34354P105 24,848 1,040,104 SH   SOLE   1,040,104 0 0
FORD MTR CO DEL COM 345370860 18,713 3,874,288 SH   SOLE   3,874,288 0 0
FORTINET INC COM 34959E109 16,513 163,218 SH   SOLE   163,218 0 0
FORTIVE CORP 5% PFD CNV SER A 34959J207 18,281 25,400 SH   SOLE   25,400 0 0
FORTIVE CORP COM 34959J108 68,022 1,232,512 SH   SOLE   1,232,512 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 17,669 408,526 SH   SOLE   408,526 0 0
FOX CORP CL A COM 35137L105 20,880 883,630 SH   SOLE   883,630 0 0
FOX CORP CL B COM 35137L204 4,284 187,220 SH   SOLE   187,220 0 0
FRANKLIN RESOURCES INC COM 354613101 2,073 124,200 SH   SOLE   124,200 0 0
FRANKS INTL N V COM N33462107 2,281 880,846 SH   SOLE   880,846 0 0
FREEPORT-MCMORAN INC CL B 35671D857 11,273 1,670,000 SH   SOLE   1,670,000 0 0
FTS INTERNATIONAL INC COM 30283W104 14 65,000 SH   SOLE   65,000 0 0
GALERA THERAPEUTICS INC COM 36338D108 12,440 1,309,500 SH   SOLE   1,309,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 71,786 880,700 SH   SOLE   880,700 0 0
GARMIN LTD SHS H2906T109 10,425 139,079 SH   SOLE   139,079 0 0
GARRETT MOTION INC COM 366505105 80 27,919 SH   SOLE   27,919 0 0
GARTNER INC COM 366651107 9,838 98,800 SH   SOLE   98,800 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 20,085 2,721,531 SH   SOLE   2,721,531 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 15,441 867,459 SH   SOLE   867,459 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 11,594 200,000 SH   SOLE   200,000 0 0
GENERAL DYNAMICS CORP COM 369550108 45,524 344,073 SH   SOLE   344,073 0 0
GENERAL ELECTRIC CO COM 369604103 31,583 3,977,669 SH   SOLE   3,977,669 0 0
GENERAL MLS INC COM 370334104 36,364 689,096 SH   SOLE   689,096 0 0
GENERAL MTRS CO COM 37045V100 33,857 1,629,286 SH   SOLE   1,629,286 0 0
GENPACT LIMITED SHS G3922B107 4,380 150,000 SH   SOLE   150,000 0 0
GENTEX CORP COM 371901109 94,129 4,247,693 SH   SOLE   4,247,693 0 0
GENUINE PARTS CO COM 372460105 6,746 100,200 SH   SOLE   100,200 0 0
GEOPARK LTD USD SHS G38327105 912 128,960 SH   SOLE   128,960 0 0
GILEAD SCIENCES INC COM 375558103 83,157 1,112,325 SH   SOLE   1,112,325 0 0
GLOBAL PMTS INC COM 37940X102 52,962 367,202 SH   SOLE   367,202 0 0
GLOBE LIFE INC COM 37959E102 6,096 84,700 SH   SOLE   84,700 0 0
GMS INC COM 36251C103 11,011 700,000 SH   SOLE   700,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 59,393 384,200 SH   SOLE   384,200 0 0
GOODRICH PETE CORP COM PAR 382410843 504 118,201 SH   SOLE   118,201 0 0
GRACE W R & CO DEL NEW COM 38388F108 38,385 1,078,225 SH   SOLE   1,078,225 0 0
GRAN TIERRA ENERGY INC COM 38500T101 1,399 5,580,705 SH   SOLE   5,580,705 0 0
GRANITE CONSTR INC COM 387328107 23,647 1,557,755 SH   SOLE   1,557,755 0 0
GREENSKY INC CL A 39572G100 3,659 957,917 SH   SOLE   957,917 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 17,790 1,211,860 SH   SOLE   1,211,860 0 0
HAEMONETICS CORP COM 405024100 24,915 250,000 SH   SOLE   250,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 12,593 700,000 SH   SOLE   700,000 0 0
HARLEY DAVIDSON INC COM 412822108 3,252 171,800 SH   SOLE   171,800 0 0
HARSCO CORP COM 415864107 26,519 3,804,802 SH   SOLE   3,804,802 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 32,092 910,683 SH   SOLE   910,683 0 0
HASBRO INC COM 418056107 10,222 142,872 SH   SOLE   142,872 0 0
HBT FINL INC. COM 404111106 4,653 441,883 SH   SOLE   441,883 0 0
HCA HEALTHCARE INC COM 40412C101 27,260 303,400 SH   SOLE   303,400 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 13,336 559,143 SH   SOLE   559,143 0 0
HENRY JACK & ASSOC INC COM 426281101 27,236 175,444 SH   SOLE   175,444 0 0
HENRY SCHEIN INC COM 806407102 8,285 164,000 SH   SOLE   164,000 0 0
HERSHEY CO COM 427866108 22,112 166,885 SH   SOLE   166,885 0 0
HESKA CORP COM RESTRC NEW 42805E306 4,148 75,000 SH   SOLE   75,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 11,069 1,139,936 SH   SOLE   1,139,936 0 0
HILLENBRAND INC COM 431571108 31,677 1,657,602 SH   SOLE   1,657,602 0 0
HOLLYFRONTIER CORP COM 436106108 4,230 172,600 SH   SOLE   172,600 0 0
HOLOGIC INC COM 436440101 31,666 902,176 SH   SOLE   902,176 0 0
HOME DEPOT INC COM 437076102 241,062 1,291,105 SH   SOLE   1,291,105 0 0
HONEYWELL INTL INC COM 438516106 193,858 1,448,975 SH   SOLE   1,448,975 0 0
HORMEL FOODS CORP COM 440452100 14,409 308,946 SH   SOLE   308,946 0 0
HOST HOTELS & RESORTS INC COM 44107P104 8,990 814,333 SH   SOLE   814,333 0 0
HP INC COM 40434L105 29,719 1,711,936 SH   SOLE   1,711,936 0 0
HUB GROUP INC CL A 443320106 2,515 55,315 SH   SOLE   55,315 0 0
HUMANA INC COM 444859102 47,546 151,410 SH   SOLE   151,410 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,295 79,100 SH   SOLE   79,100 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,287 278,600 SH   SOLE   278,600 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 43,877 240,804 SH   SOLE   240,804 0 0
I MAB SPONSORED ADS 44975P103 13,000 1,000,000 SH   SOLE   1,000,000 0 0
IDEX CORP COM 45167R104 5,721 41,426 SH   SOLE   41,426 0 0
IDEXX LABS INC COM 45168D104 17,715 73,130 SH   SOLE   73,130 0 0
IHS MARKIT LTD SHS G47567105 27,303 455,057 SH   SOLE   455,057 0 0
II VI INC COM 902104108 15,675 550,000 SH   SOLE   550,000 0 0
ILLUMINA INC COM 452327109 19,985 73,172 SH   SOLE   73,172 0 0
IMMUNOVANT INC *W EXP 12/18/202 45258J110 2,448 1,020,000 SH   SOLE   1,020,000 0 0
IMMUNOVANT INC COM 45258J102 15,876 1,020,000 SH   SOLE   1,020,000 0 0
INCYTE CORP COM 45337C102 10,450 142,702 SH   SOLE   142,702 0 0
INDEPENDENCE CONTRACT DRILLI COM 453415606 174 123,933 SH   SOLE   123,933 0 0
INGERSOLL RAND INC COM 45687V106 3,331 134,327 SH   SOLE   134,327 0 0
INNATE PHARMA S A SPONSORED ADS 45781K204 3,340 500,000 SH   SOLE   500,000 0 0
INSPIRE MED SYS INC COM 457730109 18,084 300,000 SH   SOLE   300,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 288 1,460,000 SH   SOLE   1,460,000 0 0
INTEL CORP COM 458140100 267,298 4,938,980 SH   SOLE   4,938,980 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 48,441 599,890 SH   SOLE   599,890 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 112,327 1,012,590 SH   SOLE   1,012,590 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 25,326 248,096 SH   SOLE   248,096 0 0
INTERSECT ENT INC COM 46071F103 3,555 300,000 SH   SOLE   300,000 0 0
INTL PAPER CO COM 460146103 14,189 455,792 SH   SOLE   455,792 0 0
INTUIT COM 461202103 44,896 195,200 SH   SOLE   195,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 90,354 182,456 SH   SOLE   182,456 0 0
INVESCO LTD SHS G491BT108 3,977 437,969 SH   SOLE   437,969 0 0
IPG PHOTONICS CORP COM 44980X109 540 4,900 SH   SOLE   4,900 0 0
IQVIA HLDGS INC COM 46266C105 22,327 207,000 SH   SOLE   207,000 0 0
IRON MTN INC NEW COM 46284V101 7,681 322,752 SH   SOLE   322,752 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 13,874 1,375,000 SH   SOLE   1,375,000 0 0
ITT INC COM 45073V108 116,425 2,566,686 SH   SOLE   2,566,686 0 0
JABIL INC COM 466313103 40,349 1,641,547 SH   SOLE   1,641,547 0 0
JACOBS ENGR GROUP INC COM 469814107 12,233 154,325 SH   SOLE   154,325 0 0
JETBLUE AWYS CORP COM 477143101 444 49,600 SH   SOLE   49,600 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 5,984 80,565 SH   SOLE   80,565 0 0
JOHNSON & JOHNSON COM 478160104 307,672 2,346,310 SH   SOLE   2,346,310 0 0
JPMORGAN CHASE & CO COM 46625H100 295,488 3,282,107 SH   SOLE   3,282,107 0 0
JUNIPER NETWORKS INC COM 48203R104 3,055 159,600 SH   SOLE   159,600 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 3,060 400,000 SH   SOLE   400,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 14,003 110,100 SH   SOLE   110,100 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 71,529 3,723,532 SH   SOLE   3,723,532 0 0
KEARNY FINL CORP MD COM 48716P108 859 100,000 SH   SOLE   100,000 0 0
KELLOGG CO COM 487836108 17,135 285,637 SH   SOLE   285,637 0 0
KENNAMETAL INC COM 489170100 3,242 174,121 SH   SOLE   174,121 0 0
KEYCORP COM 493267108 56,672 5,464,988 SH   SOLE   5,464,988 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 13,701 163,725 SH   SOLE   163,725 0 0
KIMBERLY CLARK CORP COM 494368103 91,038 711,955 SH   SOLE   711,955 0 0
KIMCO RLTY CORP COM 49446R109 4,429 458,063 SH   SOLE   458,063 0 0
KINDER MORGAN INC DEL COM 49456B101 24,268 1,743,400 SH   SOLE   1,743,400 0 0
KINDRED BIOSCIENCES INC COM 494577109 6,800 1,700,000 SH   SOLE   1,700,000 0 0
KLA CORPORATION COM NEW 482480100 78,533 546,356 SH   SOLE   546,356 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 49,590 1,511,891 SH   SOLE   1,511,891 0 0
KOSMOS ENERGY LTD COM 500688106 1,299 1,450,000 SH   SOLE   1,450,000 0 0
KRAFT HEINZ CO COM 500754106 17,618 712,132 SH   SOLE   712,132 0 0
KROGER CO COM 501044101 27,858 924,905 SH   SOLE   924,905 0 0
KURA ONCOLOGY INC COM 50127T109 5,473 550,000 SH   SOLE   550,000 0 0
L BRANDS INC COM 501797104 3,676 317,953 SH   SOLE   317,953 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 38,497 213,729 SH   SOLE   213,729 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 13,637 107,900 SH   SOLE   107,900 0 0
LAM RESEARCH CORP COM 512807108 91,753 382,304 SH   SOLE   382,304 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 4,952 96,567 SH   SOLE   96,567 0 0
LAMB WESTON HLDGS INC COM 513272104 9,479 166,000 SH   SOLE   166,000 0 0
LAS VEGAS SANDS CORP COM 517834107 16,347 384,900 SH   SOLE   384,900 0 0
LAUDER ESTEE COS INC CL A 518439104 16,934 106,276 SH   SOLE   106,276 0 0
LENNAR CORP CL A 526057104 12,343 323,117 SH   SOLE   323,117 0 0
LEO HOLDINGS CORP COM CL A G5463L105 1,437 139,500 SH   SOLE   139,500 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 20,553 650,000 SH   SOLE   650,000 0 0
LILLY ELI & CO COM 532457108 120,416 868,051 SH   SOLE   868,051 0 0
LINCOLN NATL CORP IND COM 534187109 5,984 227,361 SH   SOLE   227,361 0 0
LINDE PLC SHS G5494J103 107,076 618,935 SH   SOLE   618,935 0 0
LIVANOVA PLC SHS G5509L101 16,969 375,000 SH   SOLE   375,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 7,348 161,628 SH   SOLE   161,628 0 0
LKQ CORP COM 501889208 7,230 352,500 SH   SOLE   352,500 0 0
LOCKHEED MARTIN CORP COM 539830109 348,196 1,027,277 SH   SOLE   1,027,277 0 0
LOGICBIO THERAPEUTICS INC COM 54142F102 4,522 915,355 SH   SOLE   915,355 0 0
LOUISIANA PAC CORP COM 546347105 65,262 3,798,716 SH   SOLE   3,798,716 0 0
LOWES COS INC COM 548661107 88,110 1,023,943 SH   SOLE   1,023,943 0 0
LPL FINL HLDGS INC COM 50212V100 2,722 50,000 SH   SOLE   50,000 0 0
MARATHON PETE CORP COM 56585A102 38,243 1,619,110 SH   SOLE   1,619,110 0 0
MARINUS PHARMACEUTICALS INC COM 56854Q101 9,744 4,800,000 SH   SOLE   4,800,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 14,450 43,450 SH   SOLE   43,450 0 0
MARRIOTT INTL INC NEW CL A 571903202 22,984 307,225 SH   SOLE   307,225 0 0
MARSH & MCLENNAN COS INC COM 571748102 41,992 485,679 SH   SOLE   485,679 0 0
MARTIN MARIETTA MATLS INC COM 573284106 65,771 347,571 SH   SOLE   347,571 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 63,094 2,788,061 SH   SOLE   2,788,061 0 0
MASCO CORP COM 574599106 41,114 1,189,300 SH   SOLE   1,189,300 0 0
MASTERCARD INC CL A 57636Q104 240,644 996,210 SH   SOLE   996,210 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 3,957 81,400 SH   SOLE   81,400 0 0
MCCORMICK & CO INC COM NON VTG 579780206 19,574 138,615 SH   SOLE   138,615 0 0
MCDONALDS CORP COM 580135101 140,107 847,334 SH   SOLE   847,334 0 0
MCKESSON CORP COM 58155Q103 25,031 185,060 SH   SOLE   185,060 0 0
MEDTRONIC PLC SHS G5960L103 161,990 1,796,291 SH   SOLE   1,796,291 0 0
MEIRAGTX HOLDINGS PLC COM G59665102 6,384 475,000 SH   SOLE   475,000 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 29,129 240,100 SH   SOLE   240,100 0 0
MERCK & CO. INC COM 58933Y105 217,579 2,827,906 SH   SOLE   2,827,906 0 0
METHODE ELECTRS INC COM 591520200 1,543 58,394 SH   SOLE   58,394 0 0
METLIFE INC COM 59156R108 24,472 800,526 SH   SOLE   800,526 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 32,767 47,454 SH   SOLE   47,454 0 0
MGM RESORTS INTERNATIONAL COM 552953101 7,014 594,400 SH   SOLE   594,400 0 0
MICRON TECHNOLOGY INC COM 595112103 62,709 1,490,930 SH   SOLE   1,490,930 0 0
MICROSOFT CORP COM 594918104 1,414,688 8,970,186 SH   SOLE   8,970,186 0 0
MID AMER APT CMNTYS INC COM 59522J103 22,002 213,550 SH   SOLE   213,550 0 0
MILLENDO THERAPEUTICS INC COM 60040X103 2,640 500,000 SH   SOLE   500,000 0 0
MILLER HERMAN INC COM 600544100 2,733 123,120 SH   SOLE   123,120 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 8,447 216,536 SH   SOLE   216,536 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 57,664 2,120,000 SH   SOLE   2,120,000 0 0
MONDELEZ INTL INC CL A 609207105 82,211 1,641,597 SH   SOLE   1,641,597 0 0
MONOLITHIC PWR SYS INC COM 609839105 26,459 158,000 SH   SOLE   158,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 24,634 437,861 SH   SOLE   437,861 0 0
MONTAGE RES CORP COM 61179L100 380 168,737 SH   SOLE   168,737 0 0
MOODYS CORP COM 615369105 27,744 131,175 SH   SOLE   131,175 0 0
MOOG INC CL A 615394202 382 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 32,616 959,291 SH   SOLE   959,291 0 0
MOSAIC CO NEW COM 61945C103 123,331 11,398,405 SH   SOLE   11,398,405 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 53,590 403,176 SH   SOLE   403,176 0 0
MSCI INC COM 55354G100 28,058 97,100 SH   SOLE   97,100 0 0
MYLAN NV SHS EURO N59465109 27,391 1,837,120 SH   SOLE   1,837,120 0 0
NABORS INDUSTRIES LTD SHS G6359F103 29 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 12,152 127,980 SH   SOLE   127,980 0 0
NATIONAL VISION HLDGS INC COM 63845R107 151,378 7,794,969 SH   SOLE   7,794,969 0 0
NAVISTAR INTL CORP NEW COM 63934E108 2,284 138,478 SH   SOLE   138,478 0 0
NEBULA ACQUISITION CORP COM CLASS A 629076100 11,216 1,105,000 SH   SOLE   1,105,000 0 0
NETAPP INC COM 64110D104 9,868 236,700 SH   SOLE   236,700 0 0
NETFLIX INC COM 64110L106 175,386 467,074 SH   SOLE   467,074 0 0
NEVRO CORP COM 64157F103 9,998 100,000 SH   SOLE   100,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 22,164 2,360,401 SH   SOLE   2,360,401 0 0
NEWELL BRANDS INC COM 651229106 5,701 429,300 SH   SOLE   429,300 0 0
NEWMONT CORP COM 651639106 42,803 945,300 SH   SOLE   945,300 0 0
NEWS CORP NEW CL A 65249B109 3,922 436,970 SH   SOLE   436,970 0 0
NEWS CORP NEW CL B 65249B208 1,191 132,431 SH   SOLE   132,431 0 0
NEXTERA ENERGY INC COM 65339F101 174,100 723,546 SH   SOLE   723,546 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 5,079 404,994 SH   SOLE   404,994 0 0
NIKE INC CL B 654106103 116,758 1,411,138 SH   SOLE   1,411,138 0 0
NINE ENERGY SVC INC COM 65441V101 1,645 2,035,243 SH   SOLE   2,035,243 0 0
NISOURCE INC COM 65473P105 36,802 1,473,844 SH   SOLE   1,473,844 0 0
NOBLE ENERGY INC COM 655044105 58,562 9,695,683 SH   SOLE   9,695,683 0 0
NORFOLK SOUTHERN CORP COM 655844108 53,656 367,506 SH   SOLE   367,506 0 0
NORTHERN TR CORP COM 665859104 10,104 133,900 SH   SOLE   133,900 0 0
NORTONLIFELOCK INC COM 668771108 39,322 2,101,659 SH   SOLE   2,101,659 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,718 248,000 SH   SOLE   248,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 72,680 2,226,022 SH   SOLE   2,226,022 0 0
NOVO-NORDISK A S ADR 670100205 24,080 400,000 SH   SOLE   400,000 0 0
NRG ENERGY INC COM NEW 629377508 7,843 287,720 SH   SOLE   287,720 0 0
NUCOR CORP COM 670346105 12,446 345,535 SH   SOLE   345,535 0 0
NUTRIEN LTD COM 67077M108 52,607 1,550,000 SH   SOLE   1,550,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 40,801 2,418,539 SH   SOLE   2,418,539 0 0
NVIDIA CORP COM 67066G104 187,678 711,981 SH   SOLE   711,981 0 0
NVR INC COM 62944T105 10,276 4,000 SH   SOLE   4,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 41,805 504,100 SH   SOLE   504,100 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 26,101 86,700 SH   SOLE   86,700 0 0
OGE ENERGY CORP COM 670837103 29,194 950,000 SH   SOLE   950,000 0 0
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OLIN CORP COM PAR $1 680665205 83,671 7,169,782 SH   SOLE   7,169,782 0 0
OMNICOM GROUP INC COM 681919106 13,643 248,500 SH   SOLE   248,500 0 0
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ONEOK INC NEW COM 682680103 10,395 476,600 SH   SOLE   476,600 0 0
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OSHKOSH CORP COM 688239201 38,422 597,257 SH   SOLE   597,257 0 0
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OWENS CORNING NEW COM 690742101 41,483 1,068,867 SH   SOLE   1,068,867 0 0
PACCAR INC COM 693718108 66,431 1,086,722 SH   SOLE   1,086,722 0 0
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PACKAGING CORP AMER COM 695156109 5,019 57,800 SH   SOLE   57,800 0 0
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PHILLIPS 66 COM 718546104 16,801 313,156 SH   SOLE   313,156 0 0
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POLYONE CORP COM 73179P106 11,382 600,000 SH   SOLE   600,000 0 0
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PPL CORP COM 69351T106 32,874 1,332,018 SH   SOLE   1,332,018 0 0
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PRINCIPIA BIOPHARMA INC COM 74257L108 51,364 865,000 SH   SOLE   865,000 0 0
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PROLOGIS INC. COM 74340W103 67,650 841,729 SH   SOLE   841,729 0 0
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QUALCOMM INC COM 747525103 83,532 1,234,764 SH   SOLE   1,234,764 0 0
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QUEST DIAGNOSTICS INC COM 74834L100 12,013 149,600 SH   SOLE   149,600 0 0
RANGE RES CORP COM 75281A109 11,600 5,087,500 SH   SOLE   5,087,500 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 9,145 144,700 SH   SOLE   144,700 0 0
RAYTHEON CO COM NEW 755111507 107,333 818,400 SH   SOLE   818,400 0 0
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REATA PHARMACEUTICALS INC CL A 75615P103 11,547 80,000 SH   SOLE   80,000 0 0
REDWOOD TR INC COM 758075402 7,590 1,500,000 SH   SOLE   1,500,000 0 0
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ROLLINS INC COM 775711104 6,514 180,240 SH   SOLE   180,240 0 0
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S&P GLOBAL INC COM 78409V104 68,676 280,252 SH   SOLE   280,252 0 0
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SAREPTA THERAPEUTICS INC COM 803607100 198,086 2,025,000 SH   SOLE   2,025,000 0 0
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SAVARA INC COM 805111101 848 400,000 SH   SOLE   400,000 0 0
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SCIENCE APPLICATNS INTL CP N COM 808625107 40,786 546,514 SH   SOLE   546,514 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 9,726 199,300 SH   SOLE   199,300 0 0
SEALED AIR CORP NEW COM 81211K100 4,356 176,275 SH   SOLE   176,275 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 3,926 1,215,588 SH   SOLE   1,215,588 0 0
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SHOCKWAVE MED INC COM 82489T104 7,466 225,000 SH   SOLE   225,000 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 6,445 103,982 SH   SOLE   103,982 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 28,453 1,814,607 SH   SOLE   1,814,607 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 9,193 102,850 SH   SOLE   102,850 0 0
SL GREEN RLTY CORP COM 78440X101 4,194 97,300 SH   SOLE   97,300 0 0
SMUCKER J M CO COM NEW 832696405 14,089 126,927 SH   SOLE   126,927 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 7,723 1,471,038 SH   SOLE   1,471,038 0 0
SOUTHERN CO COM 842587107 65,056 1,201,618 SH   SOLE   1,201,618 0 0
SOUTHWEST AIRLS CO COM 844741108 19,232 540,077 SH   SOLE   540,077 0 0
SPARK ENERGY INC CL A COM 846511103 84 13,474 SH   SOLE   13,474 0 0
SPARTAN ENERGY ACQUISITION C *W EXP 08/27/202 846784122 792 1,584,000 SH   SOLE   1,584,000 0 0
SPARTAN ENERGY ACQUISITION C CL A COM STK 846784106 50,114 4,952,000 SH   SOLE   4,952,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 37,013 250,000 SH   SOLE   250,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 932 38,965 SH   SOLE   38,965 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 11,902 98,010 SH   SOLE   98,010 0 0
STANLEY BLACK & DECKER INC COM 854502101 22,663 226,632 SH   SOLE   226,632 0 0
STARBUCKS CORP COM 855244109 87,359 1,328,853 SH   SOLE   1,328,853 0 0
STATE STR CORP COM 857477103 22,128 415,400 SH   SOLE   415,400 0 0
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STEMLINE THERAPEUTICS INC COM 85858C107 14,853 3,068,829 SH   SOLE   3,068,829 0 0
STERIS PLC SHS USD G8473T100 7,766 55,485 SH   SOLE   55,485 0 0
STOKE THERAPEUTICS INC COM 86150R107 4,580 200,000 SH   SOLE   200,000 0 0
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STRYKER CORP COM 863667101 86,404 518,974 SH   SOLE   518,974 0 0
SUMMIT MATLS INC CL A 86614U100 63,535 4,235,691 SH   SOLE   4,235,691 0 0
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SVB FINANCIAL GROUP COM 78486Q101 46,351 306,800 SH   SOLE   306,800 0 0
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TARGET CORP COM 87612E106 168,924 1,816,969 SH   SOLE   1,816,969 0 0
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TD AMERITRADE HLDG CORP COM 87236Y108 49,408 1,425,500 SH   SOLE   1,425,500 0 0
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TIFFANY & CO NEW COM 886547108 16,055 123,973 SH   SOLE   123,973 0 0
TIMKEN CO COM 887389104 83,279 2,575,116 SH   SOLE   2,575,116 0 0
TJX COS INC NEW COM 872540109 160,147 3,349,664 SH   SOLE   3,349,664 0 0
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TORTOISE ACQUISITION CORP CL A 89154L100 19,906 2,025,000 SH   SOLE   2,025,000 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 48,485 404,208 SH   SOLE   404,208 0 0
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VALERO ENERGY CORP COM 91913Y100 21,832 481,300 SH   SOLE   481,300 0 0
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VENTAS INC COM 92276F100 11,516 429,700 SH   SOLE   429,700 0 0
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VERTIV HOLDINGS CO COM CL A 92537N108 4,195 485,000 SH   SOLE   485,000 0 0
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VOYA FINANCIAL INC COM 929089100 13,187 325,200 SH   SOLE   325,200 0 0
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