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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAR CORP COM 000361105 1,302 63,000 SH   SOLE   63,000 0 0
AGCO CORP COM 001084102 1,852 33,400 SH   SOLE   33,400 0 0
AT&T INC COM 00206R102 26,379 872,600 SH   SOLE   872,600 0 0
AARONS INC COM PAR $0.50 002535300 999 22,000 SH   SOLE   22,000 0 0
ABBOTT LABS COM 002824100 31,781 347,600 SH   SOLE   347,600 0 0
ABBVIE INC COM 00287Y109 34,281 349,168 SH   SOLE   349,168 0 0
ABIOMED INC COM 003654100 4,590 19,000 SH   SOLE   19,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 631 48,638 SH   SOLE   48,638 0 0
ACTIVISION BLIZZARD INC COM 00507V109 10,300 135,700 SH   SOLE   135,700 0 0
ADOBE INC COM 00724F101 37,959 87,200 SH   SOLE   87,200 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 12,765 89,612 SH   SOLE   89,612 0 0
AECOM COM 00766T100 4,908 130,599 SH   SOLE   130,599 0 0
ADVANCED MICRO DEVICES INC COM 007903107 19,739 375,200 SH   SOLE   375,200 0 0
AGREE REALTY CORP COM 008492100 8,960 136,361 SH   SOLE   136,361 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 3,255 194,804 SH   SOLE   194,804 0 0
AIR PRODS & CHEMS INC COM 009158106 19,343 80,109 SH   SOLE   80,109 0 0
ALASKA AIR GROUP INC COM 011659109 3,013 83,100 SH   SOLE   83,100 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 15,613 96,230 SH   SOLE   96,230 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 62,839 291,325 SH   SOLE   291,325 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,444 5,263 SH   SOLE   5,263 0 0
ALLEGHANY CORP DEL COM 017175100 734 1,500 SH   SOLE   1,500 0 0
ALLIANT ENERGY CORP COM 018802108 2,479 51,823 SH   SOLE   51,823 0 0
ALLY FINL INC COM 02005N100 1,439 72,584 SH   SOLE   72,584 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,632 11,018 SH   SOLE   11,018 0 0
ALPHABET INC CAP STK CL C 02079K107 104,324 73,800 SH   SOLE   73,800 0 0
ALPHABET INC CAP STK CL A 02079K305 50,624 35,700 SH   SOLE   35,700 0 0
ALTERYX INC COM CL A 02156B103 3,781 23,018 SH   SOLE   23,018 0 0
ALTRIA GROUP INC COM 02209S103 8,513 216,900 SH   SOLE   216,900 0 0
AMAZON COM INC COM 023135106 202,497 73,400 SH   SOLE   73,400 0 0
AMEDISYS INC COM 023436108 1,886 9,500 SH   SOLE   9,500 0 0
AMEREN CORP COM 023608102 3,312 47,071 SH   SOLE   47,071 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 2,727 78,000 SH   SOLE   78,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 4,221 53,000 SH   SOLE   53,000 0 0
AMERICAN EXPRESS CO COM 025816109 20,646 216,865 SH   SOLE   216,865 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 899 14,162 SH   SOLE   14,162 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 8,402 312,340 SH   SOLE   312,340 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 9,955 319,263 SH   SOLE   319,263 0 0
AMERICAN TOWER CORP NEW COM 03027X100 29,861 115,500 SH   SOLE   115,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,544 12,000 SH   SOLE   12,000 0 0
AMERICOLD RLTY TR COM 03064D108 8,265 227,692 SH   SOLE   227,692 0 0
AMERIPRISE FINL INC COM 03076C106 11,103 74,000 SH   SOLE   74,000 0 0
AMETEK INC COM 031100100 9,639 107,851 SH   SOLE   107,851 0 0
AMGEN INC COM 031162100 18,483 78,366 SH   SOLE   78,366 0 0
ANSYS INC COM 03662Q105 6,126 21,000 SH   SOLE   21,000 0 0
ANTHEM INC COM 036752103 23,112 87,886 SH   SOLE   87,886 0 0
APACHE CORP COM 037411105 2,903 215,000 SH   SOLE   215,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 3,015 80,101 SH   SOLE   80,101 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 6,390 128,000 SH   SOLE   128,000 0 0
APPLE INC COM 037833100 250,216 685,900 SH   SOLE   685,900 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 1,401 145,000 SH   SOLE   145,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,936 31,036 SH   SOLE   31,036 0 0
APPLIED MATLS INC COM 038222105 24,422 404,000 SH   SOLE   404,000 0 0
ARAMARK COM 03852U106 8,339 369,454 SH   SOLE   369,454 0 0
ARCOSA INC COM 039653100 6,541 155,000 SH   SOLE   155,000 0 0
ARCONIC CORPORATION COM 03966V107 1,177 84,500 SH   SOLE   84,500 0 0
ATMOS ENERGY CORP COM 049560105 2,431 24,409 SH   SOLE   24,409 0 0
AUTODESK INC COM 052769106 5,262 22,000 SH   SOLE   22,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,015 26,694 SH   SOLE   26,694 0 0
AUTOZONE INC COM 053332102 6,994 6,200 SH   SOLE   6,200 0 0
AVALARA INC COM 05338G106 4,000 30,052 SH   SOLE   30,052 0 0
AVALONBAY CMNTYS INC COM 053484101 9,387 60,700 SH   SOLE   60,700 0 0
AVANOS MED INC COM 05350V106 4,879 166,000 SH   SOLE   166,000 0 0
AVERY DENNISON CORP COM 053611109 1,264 11,082 SH   SOLE   11,082 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 1,464 52,558 SH   SOLE   52,558 0 0
AZUL S A SPONSR ADR PFD 05501U106 571 51,097 SH   SOLE   51,097 0 0
BMC STK HLDGS INC COM 05591B109 2,126 84,562 SH   SOLE   84,562 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,928 87,000 SH   SOLE   87,000 0 0
BAIDU INC SPON ADR REP A 056752108 7,779 64,885 SH   SOLE   64,885 0 0
BAIN CAP SPECIALTY FIN INC COM STK 05684B107 66,216 5,976,131 SH   SOLE   5,976,131 0 0
BALL CORP COM 058498106 3,945 56,775 SH   SOLE   56,775 0 0
BK OF AMERICA CORP COM 060505104 34,468 1,451,300 SH   SOLE   1,451,300 0 0
BANK NEW YORK MELLON CORP COM 064058100 13,017 336,800 SH   SOLE   336,800 0 0
BARNES GROUP INC COM 067806109 1,349 34,100 SH   SOLE   34,100 0 0
BARRICK GOLD CORPORATION COM 067901108 4,739 175,900 SH   SOLE   175,900 0 0
BATTALION OIL CORP COM 07134L107 1,369 145,919 SH   SOLE   145,919 0 0
BAXTER INTL INC COM 071813109 16,746 194,500 SH   SOLE   194,500 0 0
BECTON DICKINSON & CO COM 075887109 8,949 37,400 SH   SOLE   37,400 0 0
BERKLEY W R CORP COM 084423102 994 17,358 SH   SOLE   17,358 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,489 176,400 SH   SOLE   176,400 0 0
BEST BUY INC COM 086516101 4,594 52,641 SH   SOLE   52,641 0 0
BIO RAD LABS INC CL A 090572207 2,032 4,500 SH   SOLE   4,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,730 22,137 SH   SOLE   22,137 0 0
BIOGEN INC COM 09062X103 9,578 35,800 SH   SOLE   35,800 0 0
BLACK KNIGHT INC COM 09215C105 6,603 91,000 SH   SOLE   91,000 0 0
BLACKROCK INC COM 09247X101 12,841 23,600 SH   SOLE   23,600 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 614 25,481 SH   SOLE   25,481 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 4,458 78,675 SH   SOLE   78,675 0 0
BLOCK H & R INC COM 093671105 3,450 241,595 SH   SOLE   241,595 0 0
BLUEBIRD BIO INC COM 09609G100 402 6,590 SH   SOLE   6,590 0 0
BOEING CO COM 097023105 14,371 78,400 SH   SOLE   78,400 0 0
BOOKING HOLDINGS INC COM 09857L108 4,777 3,000 SH   SOLE   3,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,860 23,912 SH   SOLE   23,912 0 0
BORGWARNER INC COM 099724106 1,906 54,000 SH   SOLE   54,000 0 0
BOSTON PPTYS LTD PARTNERSHIP COM 101121101 8,391 92,840 SH   SOLE   92,840 0 0
BOSTON SCIENTIFIC CORP COM 101137107 16,881 480,800 SH   SOLE   480,800 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 5,097 468,000 SH   SOLE   468,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 820 7,000 SH   SOLE   7,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 3,895 140,000 SH   SOLE   140,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 19,257 327,500 SH   SOLE   327,500 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 373 104,300 SH   SOLE   104,300 0 0
BROADCOM INC COM 11135F101 37,991 120,374 SH   SOLE   120,374 0 0
BROWN & BROWN INC COM 115236101 2,307 56,600 SH   SOLE   56,600 0 0
BROWN FORMAN CORP CL B 115637209 4,520 71,000 SH   SOLE   71,000 0 0
BRUKER CORP COM 116794108 1,883 46,283 SH   SOLE   46,283 0 0
BURLINGTON STORES INC COM 122017106 3,315 16,834 SH   SOLE   16,834 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 5,196 55,707 SH   SOLE   55,707 0 0
CDW CORP COM 12514G108 11,387 98,016 SH   SOLE   98,016 0 0
CF INDS HLDGS INC COM 125269100 2,129 75,656 SH   SOLE   75,656 0 0
CIGNA CORP NEW COM 125523100 9,983 53,200 SH   SOLE   53,200 0 0
CME GROUP INC COM 12572Q105 7,574 46,600 SH   SOLE   46,600 0 0
CMS ENERGY CORP COM 125896100 3,814 65,286 SH   SOLE   65,286 0 0
CNOOC LIMITED SPONSORED ADR 126132109 3,442 30,500 SH   SOLE   30,500 0 0
CVS HEALTH CORP COM 126650100 13,723 211,224 SH   SOLE   211,224 0 0
CABLE ONE INC COM 12685J105 14,190 7,995 SH   SOLE   7,995 0 0
CABOT OIL & GAS CORP COM 127097103 2,249 130,919 SH   SOLE   130,919 0 0
CACI INTL INC CL A 127190304 3,742 17,252 SH   SOLE   17,252 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 18,640 194,251 SH   SOLE   194,251 0 0
CAMDEN PPTY TR SH BEN INT 133131102 22,559 247,306 SH   SOLE   247,306 0 0
CARETRUST REIT INC COM 14174T107 4,202 244,896 SH   SOLE   244,896 0 0
CARLISLE COS INC COM 142339100 1,783 14,900 SH   SOLE   14,900 0 0
CARMAX INC COM 143130102 2,418 27,000 SH   SOLE   27,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 6,977 314,000 SH   SOLE   314,000 0 0
CASEYS GEN STORES INC COM 147528103 1,527 10,212 SH   SOLE   10,212 0 0
CATALENT INC COM 148806102 11,215 153,000 SH   SOLE   153,000 0 0
CELANESE CORP DEL COM 150870103 2,558 29,628 SH   SOLE   29,628 0 0
CERENCE INC COM 156727109 2,328 57,000 SH   SOLE   57,000 0 0
CHAMPIONX CORPORATION COM 15872M104 1,523 156,000 SH   SOLE   156,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,912 16,700 SH   SOLE   16,700 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 20,147 39,500 SH   SOLE   39,500 0 0
CHEMED CORP NEW COM 16359R103 1,128 2,500 SH   SOLE   2,500 0 0
CHEVRON CORP NEW COM 166764100 35,703 400,121 SH   SOLE   400,121 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,579 1,500 SH   SOLE   1,500 0 0
CHURCH & DWIGHT INC COM 171340102 1,244 16,098 SH   SOLE   16,098 0 0
CHURCHILL DOWNS INC COM 171484108 2,490 18,700 SH   SOLE   18,700 0 0
CIENA CORP COM NEW 171779309 3,849 71,073 SH   SOLE   71,073 0 0
CINCINNATI FINL CORP COM 172062101 1,162 18,150 SH   SOLE   18,150 0 0
CINEMARK HLDGS INC COM 17243V102 654 56,600 SH   SOLE   56,600 0 0
CISCO SYS INC COM 17275R102 26,347 564,900 SH   SOLE   564,900 0 0
CITIGROUP INC COM NEW 172967424 33,938 664,144 SH   SOLE   664,144 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 4,974 197,075 SH   SOLE   197,075 0 0
COCA COLA CO COM 191216100 31,495 704,900 SH   SOLE   704,900 0 0
COGNEX CORP COM 192422103 3,673 61,500 SH   SOLE   61,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11,585 203,898 SH   SOLE   203,898 0 0
COHERENT INC COM 192479103 786 6,000 SH   SOLE   6,000 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 631 48,000 SH   SOLE   48,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 2,176 27,000 SH   SOLE   27,000 0 0
COMFORT SYS USA INC COM 199908104 1,893 46,457 SH   SOLE   46,457 0 0
COMCAST CORP NEW CL A 20030N101 39,422 1,011,328 SH   SOLE   1,011,328 0 0
COMMERCE BANCSHARES INC COM 200525103 774 13,020 SH   SOLE   13,020 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 2,797 195,310 SH   SOLE   195,310 0 0
CONDUENT INC COM 206787103 707 296,000 SH   SOLE   296,000 0 0
CONMED CORP COM 207410101 2,160 30,000 SH   SOLE   30,000 0 0
CONOCOPHILLIPS COM 20825C104 12,018 286,000 SH   SOLE   286,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,045 51,700 SH   SOLE   51,700 0 0
COOPER COS INC COM NEW 216648402 2,520 8,886 SH   SOLE   8,886 0 0
COPART INC COM 217204106 1,990 23,900 SH   SOLE   23,900 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 2,914 115,000 SH   SOLE   115,000 0 0
CORTEVA INC COM 22052L104 11,326 422,763 SH   SOLE   422,763 0 0
COSTCO WHSL CORP NEW COM 22160K105 18,708 61,700 SH   SOLE   61,700 0 0
COSTAR GROUP INC COM 22160N109 4,493 6,322 SH   SOLE   6,322 0 0
COUSINS PPTYS INC COM NEW 222795502 4,167 139,700 SH   SOLE   139,700 0 0
COVETRUS INC COM 22304C100 3,381 189,000 SH   SOLE   189,000 0 0
CRANE CO COM 224399105 1,776 29,869 SH   SOLE   29,869 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,507 25,000 SH   SOLE   25,000 0 0
CROWN HLDGS INC COM 228368106 2,543 39,038 SH   SOLE   39,038 0 0
CUBESMART COM 229663109 5,643 209,073 SH   SOLE   209,073 0 0
CUMMINS INC COM 231021106 6,064 35,000 SH   SOLE   35,000 0 0
CURTISS WRIGHT CORP COM 231561101 1,341 15,018 SH   SOLE   15,018 0 0
CYTOKINETICS INC COM NEW 23282W605 2,106 89,358 SH   SOLE   89,358 0 0
CYRUSONE INC COM 23283R100 13,464 185,074 SH   SOLE   185,074 0 0
DBX ETF TR XTRACKERS HIGH 233051259 129,712 2,950,000 PRN   SOLE   2,950,000 0 0
DBX ETF TR XTRACKERS LOW 233051267 134,758 2,764,267 PRN   SOLE   2,764,267 0 0
DBX ETF TR XTRACK USD HIGH 233051432 4,675 100,000 PRN   SOLE   100,000 0 0
D R HORTON INC COM 23331A109 5,323 96,000 SH   SOLE   96,000 0 0
DTE ENERGY CO COM 233331107 2,302 21,414 SH   SOLE   21,414 0 0
DXC TECHNOLOGY CO COM 23355L106 1,063 64,427 SH   SOLE   64,427 0 0
DANAHER CORPORATION COM 235851102 16,233 91,800 SH   SOLE   91,800 0 0
DAVITA INC COM 23918K108 6,671 84,289 SH   SOLE   84,289 0 0
DECKERS OUTDOOR CORP COM 243537107 3,077 15,670 SH   SOLE   15,670 0 0
DEERE & CO COM 244199105 7,237 46,054 SH   SOLE   46,054 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,077 109,700 SH   SOLE   109,700 0 0
DENTSPLY SIRONA INC COM 24906P109 8,309 188,581 SH   SOLE   188,581 0 0
DEXCOM INC COM 252131107 12,243 30,200 SH   SOLE   30,200 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 299 54,000 SH   SOLE   54,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,882 45,000 SH   SOLE   45,000 0 0
DICKS SPORTING GOODS INC COM 253393102 1,197 29,000 SH   SOLE   29,000 0 0
DIGITAL RLTY TR INC COM 253868103 24,841 174,799 SH   SOLE   174,799 0 0
DISNEY WALT CO COM DISNEY 254687106 34,401 308,500 SH   SOLE   308,500 0 0
DISCOVER FINL SVCS COM 254709108 10,479 209,200 SH   SOLE   209,200 0 0
DOCUSIGN INC COM 256163106 1,378 8,000 SH   SOLE   8,000 0 0
DOLLAR GEN CORP NEW COM 256677105 22,637 118,822 SH   SOLE   118,822 0 0
DOMINOS PIZZA INC COM 25754A201 3,177 8,600 SH   SOLE   8,600 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 2,839 338,000 SH   SOLE   338,000 0 0
DOUGLAS EMMETT INC COM 25960P109 3,403 111,000 SH   SOLE   111,000 0 0
DOVER CORP COM 260003108 11,283 116,851 SH   SOLE   116,851 0 0
DOW INC COM 260557103 9,253 227,000 SH   SOLE   227,000 0 0
DUKE REALTY CORP COM NEW 264411505 11,752 332,081 SH   SOLE   332,081 0 0
DUNKIN BRANDS GROUP INC COM 265504100 2,198 33,700 SH   SOLE   33,700 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,708 69,796 SH   SOLE   69,796 0 0
EPR PPTYS COM SH BEN INT 26884U109 1,292 39,000 SH   SOLE   39,000 0 0
EAGLE MATERIALS INC COM 26969P108 1,580 22,500 SH   SOLE   22,500 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 3,099 134,050 SH   SOLE   134,050 0 0
EASTMAN CHEM CO COM 277432100 5,672 81,451 SH   SOLE   81,451 0 0
ECOPETROL S A SPONSORED ADS 279158109 770 69,153 SH   SOLE   69,153 0 0
EDISON INTL COM 281020107 7,017 129,203 SH   SOLE   129,203 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,767 155,800 SH   SOLE   155,800 0 0
EHEALTH INC COM 28238P109 541 5,508 SH   SOLE   5,508 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 5,495 256,159 SH   SOLE   256,159 0 0
EMCOR GROUP INC COM 29084Q100 1,735 26,234 SH   SOLE   26,234 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,822 23,035 SH   SOLE   23,035 0 0
EMERSON ELEC CO COM 291011104 4,422 71,294 SH   SOLE   71,294 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,115 18,000 SH   SOLE   18,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 809 44,512 SH   SOLE   44,512 0 0
ENVESTNET INC COM 29404K106 912 12,400 SH   SOLE   12,400 0 0
EPAM SYS INC COM 29414B104 2,777 11,018 SH   SOLE   11,018 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 4,070 193,000 SH   SOLE   193,000 0 0
EQUIFAX INC COM 294429105 5,328 31,000 SH   SOLE   31,000 0 0
EQUINIX INC COM 29444U700 8,076 11,500 SH   SOLE   11,500 0 0
EQUITABLE HLDGS INC COM 29452E101 2,315 119,991 SH   SOLE   119,991 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 2,666 82,800 SH   SOLE   82,800 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 10,042 160,726 SH   SOLE   160,726 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 12,411 211,000 SH   SOLE   211,000 0 0
ERICSSON ADR B SEK 10 294821608 3,078 331,000 SH   SOLE   331,000 0 0
ESSENTIAL UTILS INC COM 29670G102 1,304 30,875 SH   SOLE   30,875 0 0
EVERCORE INC CLASS A 29977A105 1,856 31,500 SH   SOLE   31,500 0 0
EVERBRIDGE INC COM 29978A104 5,896 42,617 SH   SOLE   42,617 0 0
EXACT SCIENCES CORP COM 30063P105 1,343 15,446 SH   SOLE   15,446 0 0
EXELON CORP COM 30161N101 7,598 209,360 SH   SOLE   209,360 0 0
EXELIXIS INC COM 30161Q104 881 37,100 SH   SOLE   37,100 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,973 24,000 SH   SOLE   24,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,422 18,707 SH   SOLE   18,707 0 0
EXPONENT INC COM 30214U102 1,625 20,082 SH   SOLE   20,082 0 0
EXTRA SPACE STORAGE INC COM 30225T102 7,574 82,000 SH   SOLE   82,000 0 0
EXXON MOBIL CORP COM 30231G102 12,768 285,500 SH   SOLE   285,500 0 0
FLIR SYS INC COM 302445101 4,057 100,000 SH   SOLE   100,000 0 0
F M C CORP COM NEW 302491303 1,611 16,171 SH   SOLE   16,171 0 0
FTI CONSULTING INC COM 302941109 2,843 24,818 SH   SOLE   24,818 0 0
FACEBOOK INC CL A 30303M102 99,840 439,690 SH   SOLE   439,690 0 0
FAIR ISAAC CORP COM 303250104 2,717 6,500 SH   SOLE   6,500 0 0
FASTENAL CO COM 311900104 1,742 40,653 SH   SOLE   40,653 0 0
FEDERAL SIGNAL CORP COM 313855108 1,281 43,079 SH   SOLE   43,079 0 0
FEDEX CORP COM 31428X106 4,627 33,000 SH   SOLE   33,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,501 115,600 SH   SOLE   115,600 0 0
FIFTH THIRD BANCORP COM 316773100 1,769 91,751 SH   SOLE   91,751 0 0
FIRST AMERN FINL CORP COM 31847R102 12,121 252,425 SH   SOLE   252,425 0 0
FIRST BANCORP P R COM NEW 318672706 715 127,969 SH   SOLE   127,969 0 0
FIRST FINL BANKSHARES COM 32020R109 838 29,000 SH   SOLE   29,000 0 0
FIRST HORIZON NATL CORP COM 320517105 1,992 199,996 SH   SOLE   199,996 0 0
FIRST HAWAIIAN INC COM 32051X108 1,219 70,700 SH   SOLE   70,700 0 0
FIRST INDL RLTY TR INC COM 32054K103 5,550 144,376 SH   SOLE   144,376 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 7,463 70,409 SH   SOLE   70,409 0 0
FIRST SOLAR INC COM 336433107 1,579 31,900 SH   SOLE   31,900 0 0
1ST SOURCE CORP COM 336901103 569 16,000 SH   SOLE   16,000 0 0
FIRSTENERGY CORP COM 337932107 1,024 26,400 SH   SOLE   26,400 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,105 12,345 SH   SOLE   12,345 0 0
FLUOR CORP NEW COM 343412102 4,015 332,350 SH   SOLE   332,350 0 0
FORTIVE CORP COM 34959J108 5,413 80,000 SH   SOLE   80,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,174 34,000 SH   SOLE   34,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 1,093 44,800 SH   SOLE   44,800 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,575 19,062 SH   SOLE   19,062 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,413 295,000 SH   SOLE   295,000 0 0
FRONTDOOR INC COM 35905A109 5,231 118,000 SH   SOLE   118,000 0 0
FULLER H B CO COM 359694106 2,005 44,966 SH   SOLE   44,966 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 2,750 148,000 SH   SOLE   148,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 4,541 57,000 SH   SOLE   57,000 0 0
GALAPAGOS NV SPON ADR 36315X101 1,180 5,983 SH   SOLE   5,983 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,655 27,236 SH   SOLE   27,236 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 6,191 178,940 SH   SOLE   178,940 0 0
GARTNER INC COM 366651107 2,025 16,691 SH   SOLE   16,691 0 0
GENERAC HLDGS INC COM 368736104 3,283 26,924 SH   SOLE   26,924 0 0
GENERAL DYNAMICS CORP COM 369550108 11,392 76,224 SH   SOLE   76,224 0 0
GENERAL ELECTRIC CO COM 369604103 6,086 891,100 SH   SOLE   891,100 0 0
GENERAL MLS INC COM 370334104 10,431 169,200 SH   SOLE   169,200 0 0
GENTEX CORP COM 371901109 1,520 59,000 SH   SOLE   59,000 0 0
GILEAD SCIENCES INC COM 375558103 9,341 121,400 SH   SOLE   121,400 0 0
GLACIER BANCORP INC NEW COM 37637Q105 2,453 69,500 SH   SOLE   69,500 0 0
GLOBAL PMTS INC COM 37940X102 20,141 118,743 SH   SOLE   118,743 0 0
GLOBE LIFE INC COM 37959E102 1,368 18,428 SH   SOLE   18,428 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 489 52,031 SH   SOLE   52,031 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 28,453 143,979 SH   SOLE   143,979 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 2,120 237,000 SH   SOLE   237,000 0 0
GRAINGER W W INC COM 384802104 1,019 3,244 SH   SOLE   3,244 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,245 89,000 SH   SOLE   89,000 0 0
GRAY TELEVISION INC COM 389375106 626 44,898 SH   SOLE   44,898 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 3,148 28,400 SH   SOLE   28,400 0 0
HCA HEALTHCARE INC COM 40412C101 8,600 88,600 SH   SOLE   88,600 0 0
HAEMONETICS CORP COM 405024100 1,003 11,200 SH   SOLE   11,200 0 0
HALLIBURTON CO COM 406216101 2,544 196,000 SH   SOLE   196,000 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 1,178 99,000 SH   SOLE   99,000 0 0
HANOVER INS GROUP INC COM 410867105 1,743 17,200 SH   SOLE   17,200 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 1,717 44,550 SH   SOLE   44,550 0 0
HEALTHCARE RLTY TR COM 421946104 1,874 63,969 SH   SOLE   63,969 0 0
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 6,775 289,785 SH   SOLE   289,785 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 12,668 459,660 SH   SOLE   459,660 0 0
HEICO CORP NEW COM 422806109 1,923 19,295 SH   SOLE   19,295 0 0
HERSHEY CO COM 427866108 4,537 35,000 SH   SOLE   35,000 0 0
HESS CORP COM 42809H107 10,682 206,177 SH   SOLE   206,177 0 0
HIGHWOODS PPTYS INC COM 431284108 4,736 126,860 SH   SOLE   126,860 0 0
HILL ROM HLDGS INC COM 431475102 2,615 23,818 SH   SOLE   23,818 0 0
HILLTOP HOLDINGS INC COM 432748101 1,015 55,000 SH   SOLE   55,000 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 74 17,816 SH   SOLE   17,816 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,846 93,200 SH   SOLE   93,200 0 0
HOME BANCSHARES INC COM 436893200 1,784 116,000 SH   SOLE   116,000 0 0
HOME DEPOT INC COM 437076102 45,042 179,800 SH   SOLE   179,800 0 0
HONEYWELL INTL INC COM 438516106 13,985 96,720 SH   SOLE   96,720 0 0
HOST HOTELS & RESORTS INC COM 44107P104 2,190 203,000 SH   SOLE   203,000 0 0
HUBBELL INC COM 443510607 1,517 12,100 SH   SOLE   12,100 0 0
HUDSON PAC PPTYS INC COM 444097109 2,189 87,000 SH   SOLE   87,000 0 0
HUMANA INC COM 444859102 16,596 42,800 SH   SOLE   42,800 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,381 61,338 SH   SOLE   61,338 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 5,884 33,720 SH   SOLE   33,720 0 0
IAC INTERACTIVECORP COM 44919P508 5,078 15,703 SH   SOLE   15,703 0 0
IAA INC COM 449253103 4,706 122,000 SH   SOLE   122,000 0 0
IPG PHOTONICS CORP COM 44980X109 2,133 13,300 SH   SOLE   13,300 0 0
ITT INC COM 45073V108 2,097 35,707 SH   SOLE   35,707 0 0
IDEX CORP COM 45167R104 1,938 12,260 SH   SOLE   12,260 0 0
ILLUMINA INC COM 452327109 7,777 21,000 SH   SOLE   21,000 0 0
IMMUNOGEN INC COM 45253H101 957 208,100 SH   SOLE   208,100 0 0
IMMUNOMEDICS INC COM 452907108 4,625 130,494 SH   SOLE   130,494 0 0
INCYTE CORP COM 45337C102 2,599 25,000 SH   SOLE   25,000 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 386 18,780 SH   SOLE   18,780 0 0
INFOSYS LTD SPONSORED ADR 456788108 238 24,676 SH   SOLE   24,676 0 0
INGERSOLL RAND INC COM 45687V106 7,635 271,500 SH   SOLE   271,500 0 0
INGEVITY CORP COM 45688C107 5,362 102,000 SH   SOLE   102,000 0 0
INGREDION INC COM 457187102 2,067 24,900 SH   SOLE   24,900 0 0
INTEL CORP COM 458140100 28,288 472,800 SH   SOLE   472,800 0 0
INTER PARFUMS INC COM 458334109 332 6,886 SH   SOLE   6,886 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,494 136,400 SH   SOLE   136,400 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 1,115 34,834 SH   SOLE   34,834 0 0
INTL PAPER CO COM 460146103 4,220 119,865 SH   SOLE   119,865 0 0
INTUIT COM 461202103 12,470 42,100 SH   SOLE   42,100 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,781 11,900 SH   SOLE   11,900 0 0
INVITATION HOMES INC COM 46187W107 2,560 93,000 SH   SOLE   93,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,911 32,409 SH   SOLE   32,409 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 1,369 53,818 SH   SOLE   53,818 0 0
ISHARES GOLD TRUST ISHARES 464285105 7,781 458,000 PRN   SOLE   458,000 0 0
ISHARES INC EM MKT SM-CP ETF 464286475 390 10,000 SH   SOLE   10,000 0 0
ISHARES INC MSCI CDA ETF 464286509 131 5,050 SH   SOLE   5,050 0 0
ISHARES TR MSCI EAFE ETF 464287465 2,021 33,200 SH   SOLE   33,200 0 0
ISHARES TR RUS MID CAP ETF 464287499 1,480 27,618 SH   SOLE   27,618 0 0
ISHARES TR U.S. REAL ES ETF 464287739 7,777 98,678 SH   SOLE   98,678 0 0
ISHARES TR JPMORGAN USD EMG 464288281 21,844 200,000 PRN   SOLE   200,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 163,240 2,000,000 PRN   SOLE   2,000,000 0 0
ISHARES TR MBS ETF 464288588 75,559 682,555 PRN   SOLE   682,555 0 0
ISHARES TR US HOME CONS ETF 464288752 12,759 289,000 SH   SOLE   289,000 0 0
JBG SMITH PPTYS COM 46590V100 5,935 200,700 SH   SOLE   200,700 0 0
JPMORGAN CHASE & CO COM 46625H100 62,786 667,506 SH   SOLE   667,506 0 0
JACOBS ENGR GROUP INC COM 469814107 13,416 158,212 SH   SOLE   158,212 0 0
JD.COM INC SPON ADR CL A 47215P106 11,168 185,584 SH   SOLE   185,584 0 0
JEFFERIES FINL GROUP INC COM 47233W109 658 42,286 SH   SOLE   42,286 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 604 34,100 SH   SOLE   34,100 0 0
JOHNSON & JOHNSON COM 478160104 58,629 416,900 SH   SOLE   416,900 0 0
JONES LANG LASALLE INC COM 48020Q107 1,417 13,700 SH   SOLE   13,700 0 0
KAR AUCTION SVCS INC COM 48238T109 1,327 96,414 SH   SOLE   96,414 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 2,588 93,041 SH   SOLE   93,041 0 0
KLA CORP COM NEW 482480100 1,556 8,000 SH   SOLE   8,000 0 0
KKR & CO INC COM 48251W104 1,014 32,846 SH   SOLE   32,846 0 0
KT CORP SPONSORED ADR 48268K101 306 31,468 SH   SOLE   31,468 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 1,359 18,457 SH   SOLE   18,457 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 13,224 88,582 SH   SOLE   88,582 0 0
KEURIG DR PEPPER INC COM 49271V100 7,185 253,000 SH   SOLE   253,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 18,676 185,319 SH   SOLE   185,319 0 0
KILROY RLTY CORP COM 49427F108 3,816 65,000 SH   SOLE   65,000 0 0
KIMBERLY CLARK CORP COM 494368103 17,895 126,600 SH   SOLE   126,600 0 0
KIMCO RLTY CORP COM 49446R109 2,746 213,828 SH   SOLE   213,828 0 0
KONTOOR BRANDS INC COM 50050N103 1,959 110,000 SH   SOLE   110,000 0 0
KROGER CO COM 501044101 3,825 113,000 SH   SOLE   113,000 0 0
LHC GROUP INC COM 50187A107 2,789 16,000 SH   SOLE   16,000 0 0
LKQ CORP COM 501889208 1,150 43,900 SH   SOLE   43,900 0 0
LPL FINL HLDGS INC COM 50212V100 13,562 172,988 SH   SOLE   172,988 0 0
LTC PPTYS INC COM 502175102 1,582 42,000 SH   SOLE   42,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 13,048 76,900 SH   SOLE   76,900 0 0
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 503459604 370 86,890 SH   SOLE   86,890 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,556 27,428 SH   SOLE   27,428 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,803 27,000 SH   SOLE   27,000 0 0
LAMB WESTON HLDGS INC COM 513272104 11,129 174,082 SH   SOLE   174,082 0 0
LANDSTAR SYS INC COM 515098101 1,502 13,375 SH   SOLE   13,375 0 0
LANTHEUS HLDGS INC COM 516544103 763 53,371 SH   SOLE   53,371 0 0
LAS VEGAS SANDS CORP COM 517834107 3,097 68,000 SH   SOLE   68,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 4,344 153,000 SH   SOLE   153,000 0 0
LEAR CORP COM NEW 521865204 1,455 13,348 SH   SOLE   13,348 0 0
LEIDOS HOLDINGS INC COM 525327102 9,278 99,050 SH   SOLE   99,050 0 0
LENNAR CORP CL A 526057104 6,910 112,131 SH   SOLE   112,131 0 0
LEXINGTON REALTY TRUST COM 529043101 6,972 660,894 SH   SOLE   660,894 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,955 16,000 SH   SOLE   16,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 3,076 97,000 SH   SOLE   97,000 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,429 12,779 SH   SOLE   12,779 0 0
LIFE STORAGE INC COM 53223X107 5,756 60,622 SH   SOLE   60,622 0 0
LILLY ELI & CO COM 532457108 28,354 172,700 SH   SOLE   172,700 0 0
LITTELFUSE INC COM 537008104 1,433 8,400 SH   SOLE   8,400 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,835 41,400 SH   SOLE   41,400 0 0
LIVENT CORP COM 53814L108 2,039 331,000 SH   SOLE   331,000 0 0
LOCKHEED MARTIN CORP COM 539830109 19,012 52,100 SH   SOLE   52,100 0 0
LOUISIANA PAC CORP COM 546347105 1,357 52,900 SH   SOLE   52,900 0 0
LOWES COS INC COM 548661107 27,894 206,439 SH   SOLE   206,439 0 0
LULULEMON ATHLETICA INC COM 550021109 9,984 32,000 SH   SOLE   32,000 0 0
LUMENTUM HLDGS INC COM 55024U109 10,390 127,600 SH   SOLE   127,600 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 9,838 361,566 SH   SOLE   361,566 0 0
MGP INGREDIENTS INC NEW COM 55303J106 1,057 28,792 SH   SOLE   28,792 0 0
MKS INSTRS INC COM 55306N104 2,740 24,200 SH   SOLE   24,200 0 0
MSA SAFETY INC COM 553498106 996 8,700 SH   SOLE   8,700 0 0
MSCI INC COM 55354G100 1,319 3,951 SH   SOLE   3,951 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 2,938 20,000 SH   SOLE   20,000 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 1,500 20,000 SH   SOLE   20,000 0 0
MARKEL CORP COM 570535104 923 1,000 SH   SOLE   1,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,814 3,622 SH   SOLE   3,622 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 294 3,571 SH   SOLE   3,571 0 0
MARTIN MARIETTA MATLS INC COM 573284106 7,230 35,000 SH   SOLE   35,000 0 0
MASCO CORP COM 574599106 3,130 62,329 SH   SOLE   62,329 0 0
MASIMO CORP COM 574795100 2,827 12,400 SH   SOLE   12,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 57,750 195,300 SH   SOLE   195,300 0 0
MATCH GROUP INC COM 57665R106 2,676 25,000 SH   SOLE   25,000 0 0
MATERIALISE NV SPONSORED ADS 57667T100 564 24,988 SH   SOLE   24,988 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,667 14,867 SH   SOLE   14,867 0 0
MCDONALDS CORP COM 580135101 25,936 140,600 SH   SOLE   140,600 0 0
MCGRATH RENTCORP COM 580589109 1,398 25,886 SH   SOLE   25,886 0 0
MCKESSON CORP COM 58155Q103 4,112 26,800 SH   SOLE   26,800 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 1,971 104,841 SH   SOLE   104,841 0 0
MERCADOLIBRE INC COM 58733R102 3,943 4,000 SH   SOLE   4,000 0 0
MERCK & CO. INC COM 58933Y105 33,229 429,700 SH   SOLE   429,700 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,578 4,442 SH   SOLE   4,442 0 0
MICROSOFT CORP COM 594918104 230,638 1,133,300 SH   SOLE   1,133,300 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 4,668 44,322 SH   SOLE   44,322 0 0
MICRON TECHNOLOGY INC COM 595112103 19,619 380,800 SH   SOLE   380,800 0 0
MID-AMER APT CMNTYS INC COM 59522J103 19,105 166,605 SH   SOLE   166,605 0 0
MODERNA INC COM 60770K107 2,376 37,000 SH   SOLE   37,000 0 0
MOHAWK INDS INC COM 608190104 1,800 17,688 SH   SOLE   17,688 0 0
MOMO INC ADR 60879B107 339 19,417 SH   SOLE   19,417 0 0
MONDELEZ INTL INC CL A 609207105 15,257 298,397 SH   SOLE   298,397 0 0
MONGODB INC CL A 60937P106 3,459 15,282 SH   SOLE   15,282 0 0
MOODYS CORP COM 615369105 6,044 22,000 SH   SOLE   22,000 0 0
MOOG INC CL A 615394202 1,060 20,000 SH   SOLE   20,000 0 0
MORGAN STANLEY COM NEW 617446448 16,760 347,000 SH   SOLE   347,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 11,070 79,000 SH   SOLE   79,000 0 0
NVR INC COM 62944T105 2,607 800 SH   SOLE   800 0 0
NASDAQ INC COM 631103108 1,553 13,000 SH   SOLE   13,000 0 0
NATIONAL BK HLDGS CORP CL A 633707104 1,461 54,100 SH   SOLE   54,100 0 0
NATIONAL HEALTH INVS INC COM 63633D104 2,769 45,600 SH   SOLE   45,600 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106 3,882 109,400 SH   SOLE   109,400 0 0
NAVIENT CORPORATION COM 63938C108 2,014 286,467 SH   SOLE   286,467 0 0
NEKTAR THERAPEUTICS COM 640268108 490 21,150 SH   SOLE   21,150 0 0
NETFLIX INC COM 64110L106 22,889 50,300 SH   SOLE   50,300 0 0
NETEASE INC SPONSORED ADS 64110W102 2,359 5,494 SH   SOLE   5,494 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 978 8,018 SH   SOLE   8,018 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 4,949 38,000 SH   SOLE   38,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 6,580 645,115 SH   SOLE   645,115 0 0
NEWMONT CORP COM 651639106 13,521 219,000 SH   SOLE   219,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1,179 23,000 SH   SOLE   23,000 0 0
NICE LTD SPONSORED ADR 653656108 2,757 14,570 SH   SOLE   14,570 0 0
NIKE INC CL B 654106103 18,865 192,400 SH   SOLE   192,400 0 0
NLIGHT INC COM 65487K100 1,350 60,643 SH   SOLE   60,643 0 0
NOKIA CORP SPONSORED ADR 654902204 1,998 454,000 SH   SOLE   454,000 0 0
NORTHERN TR CORP COM 665859104 6,585 83,003 SH   SOLE   83,003 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,188 49,400 SH   SOLE   49,400 0 0
NUCOR CORP COM 670346105 2,940 71,000 SH   SOLE   71,000 0 0
NVIDIA CORPORATION COM 67066G104 42,816 112,700 SH   SOLE   112,700 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 14,505 34,400 SH   SOLE   34,400 0 0
OCCIDENTAL PETE CORP COM 674599105 2,031 111,000 SH   SOLE   111,000 0 0
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 252 9,717 SH   SOLE   9,717 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 9,251 54,550 SH   SOLE   54,550 0 0
OLD REP INTL CORP COM 680223104 1,181 72,400 SH   SOLE   72,400 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 1,631 16,700 SH   SOLE   16,700 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 5,235 176,100 SH   SOLE   176,100 0 0
ONE GAS INC COM 68235P108 6,002 77,900 SH   SOLE   77,900 0 0
ONEOK INC NEW COM 682680103 6,362 191,500 SH   SOLE   191,500 0 0
ORACLE CORP COM 68389X105 3,860 69,838 SH   SOLE   69,838 0 0
OTIS WORLDWIDE CORP COM 68902V107 20,686 363,801 SH   SOLE   363,801 0 0
OUTFRONT MEDIA INC COM 69007J106 1,044 73,650 SH   SOLE   73,650 0 0
PBF ENERGY INC CL A 69318G106 777 75,912 SH   SOLE   75,912 0 0
PGT INNOVATIONS INC COM 69336V101 1,270 81,000 SH   SOLE   81,000 0 0
PNM RES INC COM 69349H107 961 25,000 SH   SOLE   25,000 0 0
PPG INDS INC COM 693506107 3,394 32,000 SH   SOLE   32,000 0 0
PACCAR INC COM 693718108 12,725 170,000 SH   SOLE   170,000 0 0
PALO ALTO NETWORKS INC COM 697435105 11,851 51,600 SH   SOLE   51,600 0 0
PARAMOUNT GROUP INC COM 69924R108 995 129,100 SH   SOLE   129,100 0 0
PARK HOTELS RESORTS INC COM 700517105 544 55,000 SH   SOLE   55,000 0 0
PARSLEY ENERGY INC CL A 701877102 2,478 232,063 SH   SOLE   232,063 0 0
PAYPAL HLDGS INC COM 70450Y103 63,739 365,835 SH   SOLE   365,835 0 0
PEPSICO INC COM 713448108 14,403 108,900 SH   SOLE   108,900 0 0
PERFICIENT INC COM 71375U101 2,556 71,428 SH   SOLE   71,428 0 0
PERSPECTA INC COM 715347100 4,500 193,713 SH   SOLE   193,713 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 3,993 501,000 PRN   SOLE   501,000 0 0
PFIZER INC COM 717081103 26,307 804,500 SH   SOLE   804,500 0 0
PHILIP MORRIS INTL INC COM 718172109 13,494 192,600 SH   SOLE   192,600 0 0
PHILLIPS 66 COM 718546104 23,783 330,773 SH   SOLE   330,773 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 747 45,000 SH   SOLE   45,000 0 0
PIONEER NAT RES CO COM 723787107 6,253 64,000 SH   SOLE   64,000 0 0
PLANET FITNESS INC CL A 72703H101 1,575 26,000 SH   SOLE   26,000 0 0
POLARIS INC COM 731068102 1,388 15,000 SH   SOLE   15,000 0 0
POOL CORPORATION COM 73278L105 4,431 16,300 SH   SOLE   16,300 0 0
POPULAR INC COM NEW 733174700 1,517 40,821 SH   SOLE   40,821 0 0
POST HLDGS INC COM 737446104 1,523 17,379 SH   SOLE   17,379 0 0
PRECISION DRILLING CORP COM 2010 74022D308 650 856,324 SH   SOLE   856,324 0 0
PRIMERICA INC COM 74164M108 396 3,400 SH   SOLE   3,400 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 902 21,725 SH   SOLE   21,725 0 0
PROCTER AND GAMBLE CO COM 742718109 51,284 428,900 SH   SOLE   428,900 0 0
PROGRESSIVE CORP OHIO COM 743315103 7,058 88,100 SH   SOLE   88,100 0 0
PROLOGIS INC. COM 74340W103 60,836 651,839 SH   SOLE   651,839 0 0
PROOFPOINT INC COM 743424103 2,968 26,710 SH   SOLE   26,710 0 0
PROPETRO HLDG CORP COM 74347M108 994 193,300 SH   SOLE   193,300 0 0
PROSPERITY BANCSHARES INC COM 743606105 724 12,200 SH   SOLE   12,200 0 0
PUBLIC STORAGE COM 74460D109 17,455 90,961 SH   SOLE   90,961 0 0
PULTE GROUP INC COM 745867101 2,377 69,859 SH   SOLE   69,859 0 0
QIWI PLC SPON ADR REP B 74735M108 61 3,501 SH   SOLE   3,501 0 0
QTS RLTY TR INC COM CL A 74736A103 7,398 115,437 SH   SOLE   115,437 0 0
QORVO INC COM 74736K101 2,763 25,000 SH   SOLE   25,000 0 0
QUALCOMM INC COM 747525103 32,146 352,444 SH   SOLE   352,444 0 0
QUANTA SVCS INC COM 74762E102 3,285 83,744 SH   SOLE   83,744 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,992 17,481 SH   SOLE   17,481 0 0
RLI CORP COM 749607107 1,248 15,200 SH   SOLE   15,200 0 0
RLJ LODGING TR COM 74965L101 892 94,500 SH   SOLE   94,500 0 0
RADIAN GROUP INC COM 750236101 759 48,912 SH   SOLE   48,912 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 224 76,000 SH   SOLE   76,000 0 0
RAPID7 INC COM 753422104 4,771 93,520 SH   SOLE   93,520 0 0
RAYMOND JAMES FINL INC COM 754730109 1,057 15,358 SH   SOLE   15,358 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 23,326 378,538 SH   SOLE   378,538 0 0
REALTY INCOME CORP COM 756109104 14,335 240,927 SH   SOLE   240,927 0 0
REDWOOD TR INC COM 758075402 592 84,628 SH   SOLE   84,628 0 0
REGENCY CTRS CORP COM 758849103 7,965 173,560 SH   SOLE   173,560 0 0
REGENERON PHARMACEUTICALS COM 75886F107 10,449 16,755 SH   SOLE   16,755 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 1,184 15,100 SH   SOLE   15,100 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,813 19,100 SH   SOLE   19,100 0 0
RESMED INC COM 761152107 1,565 8,150 SH   SOLE   8,150 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,727 318,000 SH   SOLE   318,000 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 154 13,600 SH   SOLE   13,600 0 0
RETAIL PPTYS AMER INC CL A 76131V202 402 54,900 SH   SOLE   54,900 0 0
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