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
2U INC COM 90214J101 1,399 50,000 SH   SOLE 50,000 0 0
58 COM INC SPON ADR REP A 31680Q104 232 3,518 SH   SOLE 3,518 0 0
ABBOTT LABS COM 002824100 88,518 1,971,000 SH   SOLE 1,971,000 0 0
ABBVIE INC COM 00287Y109 138,385 2,336,000 SH   SOLE 2,336,000 0 0
ABM INDS INC COM 000957100 7,118 250,000 SH   SOLE 250,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 15,771 475,746 SH   SOLE 475,746 0 0
ACCELERON PHARMA INC COM 00434H108 878 18,000 SH   SOLE 18,000 0 0
ACCO BRANDS CORP COM 00081T108 1,512 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 3,850 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 34,839 900,000 SH   SOLE 900,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 2,648 93,500 SH   SOLE 93,500 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 289 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 230 18,700 SH   SOLE 18,700 0 0
ADTRAN INC COM 00738A106 3,875 225,000 SH   SOLE 225,000 0 0
ADURO BIOTECH INC COM 00739L101 1,455 51,700 SH   SOLE 51,700 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 8,918 59,250 SH   SOLE 59,250 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 10,472 1,846,929 SH   SOLE 1,846,929 0 0
AECOM COM 00766T100 54,054 1,800,000 SH   SOLE 1,800,000 0 0
AES CORP COM 00130H105 5,024 525,000 SH   SOLE 525,000 0 0
AETNA INC NEW COM 00817Y108 79,481 735,120 SH   SOLE 735,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 3,195 20,000 SH   SOLE 20,000 0 0
AFLAC INC COM 001055102 40,732 680,000 SH   SOLE 680,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 10,453 250,000 SH   SOLE 250,000 0 0
AGREE REALTY CORP COM 008492100 11,370 334,500 SH   SOLE 334,500 0 0
AK STL HLDG CORP COM 001547108 2,240 1,000,000 SH   SOLE 1,000,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 27,894 530,000 SH   SOLE 530,000 0 0
AKORN INC COM 009728106 560 15,000 SH   SOLE 15,000 0 0
ALBEMARLE CORP COM 012653101 41,447 740,000 SH   SOLE 740,000 0 0
ALCOA INC COM 013817101 30,841 3,124,725 SH   SOLE 3,124,725 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 3,708 105,000 SH   SOLE 105,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 13,328 147,500 SH   SOLE 147,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,432 263,718 SH   SOLE 263,718 0 0
ALKERMES PLC SHS G01767105 3,572 45,000 SH   SOLE 45,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,564 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 6,750 600,000 SH   SOLE 600,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,318 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 111,157 355,702 SH   SOLE 355,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 688 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 4,059 65,000 SH   SOLE 65,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 1,077 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 16,209 261,054 SH   SOLE 261,054 0 0
ALPHABET INC CAP STK CL C 02079K107 538,046 709,000 SH   SOLE 709,000 0 0
ALTRIA GROUP INC COM 02209S103 123,522 2,122,000 SH   SOLE 2,122,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,998 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 353 187,000 SH   SOLE 187,000 0 0
AMAZON COM INC COM 023135106 270,356 400,000 SH   SOLE 400,000 0 0
AMBARELLA INC SHS G037AX101 18,952 340,000 SH   SOLE 340,000 0 0
AMBER RD INC COM 02318Y108 305 60,000 SH   SOLE 60,000 0 0
AMBEV SA SPONSORED ADR 02319V103 12,957 2,905,033 SH   SOLE 2,905,033 0 0
AMC NETWORKS INC CL A 00164V103 3,734 50,000 SH   SOLE 50,000 0 0
AMEREN CORP COM 023608102 5,490 127,000 SH   SOLE 127,000 0 0
AMERESCO INC CL A 02361E108 781 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 7,699 547,600 SH   SOLE 547,600 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15,881 375,000 SH   SOLE 375,000 0 0
AMERICAN ASSETS TR INC COM 024013104 20,134 525,000 SH   SOLE 525,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 21,781 1,150,000 SH   SOLE 1,150,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 16,246 393,000 SH   SOLE 393,000 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 8,375 483,000 SH   SOLE 483,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,473 95,000 SH   SOLE 95,000 0 0
AMERICAN ELEC PWR INC COM 025537101 14,859 255,000 SH   SOLE 255,000 0 0
AMERICAN EXPRESS CO COM 025816109 52,441 754,000 SH   SOLE 754,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 95,558 1,542,000 SH   SOLE 1,542,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 91,472 943,500 SH   SOLE 943,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 896 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 93,331 877,000 SH   SOLE 877,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 17,112 165,000 SH   SOLE 165,000 0 0
AMGEN INC COM 031162100 76,515 471,355 SH   SOLE 471,355 0 0
ANADARKO PETE CORP COM 032511107 15,546 320,000 SH   SOLE 320,000 0 0
ANALOG DEVICES INC COM 032654105 57,809 1,045,000 SH   SOLE 1,045,000 0 0
ANGIODYNAMICS INC COM 03475V101 789 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 8,325 90,000 SH   SOLE 90,000 0 0
ANTHEM INC COM 036752103 9,761 70,000 SH   SOLE 70,000 0 0
AON PLC SHS CL A G0408V102 24,436 265,000 SH   SOLE 265,000 0 0
APACHE CORP COM 037411105 26,238 590,000 SH   SOLE 590,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 10,208 255,000 SH   SOLE 255,000 0 0
APOLLO ED GROUP INC CL A 037604105 4,909 640,000 SH   SOLE 640,000 0 0
APPLE INC COM 037833100 806,818 7,665,000 SH   SOLE 7,665,000 0 0
APPLIED MATLS INC COM 038222105 22,777 1,220,000 SH   SOLE 1,220,000 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 956 150,000 SH   SOLE 150,000 0 0
AQUA AMERICA INC COM 03836W103 745 25,000 SH   SOLE 25,000 0 0
ARBOR RLTY TR INC COM 038923108 1,394 195,000 SH   SOLE 195,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 23,614 338,556 SH   SOLE 338,556 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 34,517 941,026 SH   SOLE 941,026 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 135 43,400 SH   SOLE 43,400 0 0
ARES CAP CORP COM 04010L103 10,331 725,000 SH   SOLE 725,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 23,551 515,000 SH   SOLE 515,000 0 0
ARQULE INC COM 04269E107 486 223,774 SH   SOLE 223,774 0 0
ARRAY BIOPHARMA INC COM 04269X105 1,118 265,000 SH   SOLE 265,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 5,170 356,502 SH   SOLE 356,502 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 631 100,000 SH   SOLE 100,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 4,909 130,000 SH   SOLE 130,000 0 0
ASTEC INDS INC COM 046224101 54,945 1,350,000 SH   SOLE 1,350,000 0 0
AT&T INC COM 00206R102 30,814 895,500 SH   SOLE 895,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 12,402 300,000 SH   SOLE 300,000 0 0
ATMOS ENERGY CORP COM 049560105 1,576 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 390 134,100 SH   SOLE 134,100 0 0
AUTODESK INC COM 052769106 11,577 190,000 SH   SOLE 190,000 0 0
AUTOZONE INC COM 053332102 10,461 14,100 SH   SOLE 14,100 0 0
AVALONBAY CMNTYS INC COM 053484101 27,435 149,000 SH   SOLE 149,000 0 0
AVID TECHNOLOGY INC COM 05367P100 1,494 205,000 SH   SOLE 205,000 0 0
AVX CORP NEW COM 002444107 2,792 230,000 SH   SOLE 230,000 0 0
AXIALL CORP COM 05463D100 4,235 275,000 SH   SOLE 275,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 1,533 85,000 SH   SOLE 85,000 0 0
B/E AEROSPACE INC COM 073302101 46,607 1,100,000 SH   SOLE 1,100,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 10,435 500,000 SH   SOLE 500,000 0 0
BAIDU INC SPON ADR REP A 056752108 33,090 175,047 SH   SOLE 175,047 0 0
BAKER HUGHES INC COM 057224107 105,222 2,280,000 SH   SOLE 2,280,000 0 0
BALLANTYNE STRONG INC COM 058516105 2,462 540,000 SH   SOLE 540,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 246 51,100 SH   SOLE 51,100 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 2,702 153,158 SH   SOLE 153,158 0 0
BANK AMER CORP COM 060505104 231,379 13,748,000 SH   SOLE 13,748,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 24,698 599,167 SH   SOLE 599,167 0 0
BANKRATE INC DEL COM 06647F102 18,620 1,400,000 SH   SOLE 1,400,000 0 0
BARD C R INC COM 067383109 3,789 20,000 SH   SOLE 20,000 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 657 245,000 SH   SOLE 245,000 0 0
BAXALTA INC COM 07177M103 12,138 311,000 SH   SOLE 311,000 0 0
BAXTER INTL INC COM 071813109 7,859 206,000 SH   SOLE 206,000 0 0
BB&T CORP COM 054937107 8,507 225,000 SH   SOLE 225,000 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,055 294,000 SH   SOLE 294,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 16,086 1,400,000 SH   SOLE 1,400,000 0 0
BECTON DICKINSON & CO COM 075887109 15,313 99,374 SH   SOLE 99,374 0 0
BEL FUSE INC CL B 077347300 1,470 85,000 SH   SOLE 85,000 0 0
BEMIS INC COM 081437105 1,788 40,000 SH   SOLE 40,000 0 0
BERKLEY W R CORP COM 084423102 3,992 72,905 SH   SOLE 72,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 18,791 95 SH   SOLE 95 0 0
BEST BUY INC COM 086516101 4,802 157,700 SH   SOLE 157,700 0 0
BIOGEN INC COM 09062X103 100,631 328,485 SH   SOLE 328,485 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 12 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 26,233 565,000 SH   SOLE 565,000 0 0
BLACKROCK INC COM 09247X101 35,584 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,924 100,000 SH   SOLE 100,000 0 0
BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 4,011 300,000 SH   SOLE 300,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 803 30,000 SH   SOLE 30,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 2,713 145,000 SH   SOLE 145,000 0 0
BOEING CO COM 097023105 28,918 200,000 SH   SOLE 200,000 0 0
BORGWARNER INC COM 099724106 10,808 250,000 SH   SOLE 250,000 0 0
BOSTON BEER INC CL A 100557107 8,379 41,500 SH   SOLE 41,500 0 0
BOSTON PROPERTIES INC COM 101121101 47,993 376,300 SH   SOLE 376,300 0 0
BOSTON SCIENTIFIC CORP COM 101137107 11,709 635,000 SH   SOLE 635,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 7,070 517,500 SH   SOLE 517,500 0 0
BRIGHTCOVE INC COM 10921T101 2,046 330,000 SH   SOLE 330,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 107,790 1,566,938 SH   SOLE 1,566,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 13,297 515,000 SH   SOLE 515,000 0 0
BROOKDALE SR LIVING INC COM 112463104 2,215 120,000 SH   SOLE 120,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,566 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 3,718 160,000 SH   SOLE 160,000 0 0
BSQUARE CORP COM NEW 11776U300 1,401 230,000 SH   SOLE 230,000 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 1,273 19,300 SH   SOLE 19,300 0 0
BURLINGTON STORES INC COM 122017106 6,328 147,500 SH   SOLE 147,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 11,914 375,000 SH   SOLE 375,000 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 262 55,000 SH   SOLE 55,000 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 7,975 250,000 SH   SOLE 250,000 0 0
CABOT OIL & GAS CORP COM 127097103 5,042 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 12,902 620,000 SH   SOLE 620,000 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 3,987 92,000 SH   SOLE 92,000 0 0
CALAVO GROWERS INC COM 128246105 39,200 800,000 SH   SOLE 800,000 0 0
CALERES INC COM 129500104 1,408 52,500 SH   SOLE 52,500 0 0
CALGON CARBON CORP COM 129603106 21,735 1,260,000 SH   SOLE 1,260,000 0 0
CALIFORNIA RES CORP COM 13057Q107 1,002 430,000 SH   SOLE 430,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 582 25,000 SH   SOLE 25,000 0 0
CALPINE CORP COM NEW 131347304 579 40,000 SH   SOLE 40,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 768 10,000 SH   SOLE 10,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 6,320 100,000 SH   SOLE 100,000 0 0
CAMPBELL SOUP CO COM 134429109 21,020 400,000 SH   SOLE 400,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 48,360 670,000 SH   SOLE 670,000 0 0
CAPITAL SR LIVING CORP COM 140475104 9,075 435,000 SH   SOLE 435,000 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 4,632 530,000 SH   SOLE 530,000 0 0
CARDINAL HEALTH INC COM 14149Y108 18,747 210,000 SH   SOLE 210,000 0 0
CARMAX INC COM 143130102 1,349 25,000 SH   SOLE 25,000 0 0
CARMIKE CINEMAS INC COM 143436400 2,065 90,000 SH   SOLE 90,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 22,882 420,000 SH   SOLE 420,000 0 0
CARTER INC COM 146229109 3,784 42,500 SH   SOLE 42,500 0 0
CATERPILLAR INC DEL COM 149123101 6,796 100,000 SH   SOLE 100,000 0 0
CAVIUM INC COM 14964U108 2,300 35,000 SH   SOLE 35,000 0 0
CBRE GROUP INC CL A 12504L109 11,584 335,000 SH   SOLE 335,000 0 0
CBS CORP NEW CL B 124857202 54,200 1,150,000 SH   SOLE 1,150,000 0 0
CELADON GROUP INC COM 150838100 495 50,000 SH   SOLE 50,000 0 0
CELGENE CORP COM 151020104 82,036 685,000 SH   SOLE 685,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 7,448 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 17,121 3,073,692 SH   SOLE 3,073,692 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,508 300,000 SH   SOLE 300,000 0 0
CERNER CORP COM 156782104 11,432 190,000 SH   SOLE 190,000 0 0
CF INDS HLDGS INC COM 125269100 26,527 650,000 SH   SOLE 650,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,814 35,000 SH   SOLE 35,000 0 0
CHART INDS INC COM PAR $0.01 16115Q308 3,592 200,000 SH   SOLE 200,000 0 0
CHATHAM LODGING TR COM 16208T102 7,987 390,000 SH   SOLE 390,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 8,057 99,000 SH   SOLE 99,000 0 0
CHECKPOINT SYS INC COM 162825103 1,254 200,000 SH   SOLE 200,000 0 0
CHEETAH MOBILE INC ADR 163075104 729 45,490 SH   SOLE 45,490 0 0
CHEMOURS CO COM 163851108 4,824 900,000 SH   SOLE 900,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 931 25,000 SH   SOLE 25,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,475 550,000 SH   SOLE 550,000 0 0
CHEVRON CORP NEW COM 166764100 73,317 815,000 SH   SOLE 815,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 2,924 75,000 SH   SOLE 75,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 26,872 477,054 SH   SOLE 477,054 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,117 19,000 SH   SOLE 19,000 0 0
CHUBB CORP COM 171232101 35,945 271,000 SH   SOLE 271,000 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 2,397 79,800 SH   SOLE 79,800 0 0
CHURCH & DWIGHT INC COM 171340102 36,710 432,500 SH   SOLE 432,500 0 0
CIENA CORP COM NEW 171779309 10,345 500,000 SH   SOLE 500,000 0 0
CIGNA CORPORATION COM 125509109 74,948 512,182 SH   SOLE 512,182 0 0
CIMAREX ENERGY CO COM 171798101 1,788 20,000 SH   SOLE 20,000 0 0
CINEDIGM CORP COM 172406100 863 3,300,000 SH   SOLE 3,300,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 13,706 410,000 SH   SOLE 410,000 0 0
CIRRUS LOGIC INC COM 172755100 2,215 75,000 SH   SOLE 75,000 0 0
CISCO SYS INC COM 17275R102 156,142 5,750,000 SH   SOLE 5,750,000 0 0
CIT GROUP INC COM NEW 125581801 31,760 800,000 SH   SOLE 800,000 0 0
CITIGROUP INC COM NEW 172967424 186,869 3,611,000 SH   SOLE 3,611,000 0 0
CITRIX SYS INC COM 177376100 6,052 80,000 SH   SOLE 80,000 0 0
CITY OFFICE REIT INC COM 178587101 1,644 135,000 SH   SOLE 135,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 10,080 2,800,000 SH   SOLE 2,800,000 0 0
CLEAN HARBORS INC COM 184496107 9,163 220,000 SH   SOLE 220,000 0 0
CLOROX CO DEL COM 189054109 7,863 62,000 SH   SOLE 62,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 445 214,000 SH   SOLE 214,000 0 0
CLUBCORP HLDGS INC COM 18948M108 3,901 213,500 SH   SOLE 213,500 0 0
CME GROUP INC COM 12572Q105 13,590 150,000 SH   SOLE 150,000 0 0
CMS ENERGY CORP COM 125896100 3,247 90,000 SH   SOLE 90,000 0 0
COCA COLA CO COM 191216100 110,837 2,580,000 SH   SOLE 2,580,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 58,973 1,700,000 SH   SOLE 1,700,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,102 85,000 SH   SOLE 85,000 0 0
COLGATE PALMOLIVE CO COM 194162103 56,894 854,000 SH   SOLE 854,000 0 0
COLONY CAP INC CL A 19624R106 487 25,000 SH   SOLE 25,000 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 2,000 100,000 SH   SOLE 100,000 0 0
COMCAST CORP NEW CL A 20030N101 191,862 3,400,000 SH   SOLE 3,400,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 7,130 268,743 SH   SOLE 268,743 0 0
COMMVAULT SYSTEMS INC COM 204166102 23,610 600,000 SH   SOLE 600,000 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 1,500 1,000,200 SH   SOLE 1,000,200 0 0
COMPUTER SCIENCES CORP COM 205363104 3,268 100,000 SH   SOLE 100,000 0 0
COMSCORE INC COM 20564W105 10,288 250,000 SH   SOLE 250,000 0 0
COMSTOCK RES INC COM NEW 205768203 150 80,000 SH   SOLE 80,000 0 0
CONAGRA FOODS INC COM 205887102 7,062 167,500 SH   SOLE 167,500 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 759 40,000 SH   SOLE 40,000 0 0
CONNECTICUT WTR SVC INC COM 207797101 760 20,000 SH   SOLE 20,000 0 0
CONOCOPHILLIPS COM 20825C104 28,481 610,000 SH   SOLE 610,000 0 0
CONSOL ENERGY INC COM 20854P109 1,185 150,000 SH   SOLE 150,000 0 0
CONSOLIDATED EDISON INC COM 209115104 6,427 100,000 SH   SOLE 100,000 0 0
COOPER TIRE & RUBR CO COM 216831107 3,407 90,000 SH   SOLE 90,000 0 0
COPA HOLDINGS SA CL A P31076105 5,319 110,220 SH   SOLE 110,220 0 0
CORNING INC COM 219350105 10,968 600,000 SH   SOLE 600,000 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 917 42,000 SH   SOLE 42,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 29,393 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 4,537 177,000 SH   SOLE 177,000 0 0
COVANTA HLDG CORP COM 22282E102 10,843 700,000 SH   SOLE 700,000 0 0
COVISINT CORP COM 22357R103 179 71,529 SH   SOLE 71,529 0 0
CRAY INC COM NEW 225223304 71,390 2,200,000 SH   SOLE 2,200,000 0 0
CREDICORP LTD COM G2519Y108 14,461 148,597 SH   SOLE 148,597 0 0
CRITEO S A SPONS ADS 226718104 1,019 25,743 SH   SOLE 25,743 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 38,038 440,000 SH   SOLE 440,000 0 0
CROWN HOLDINGS INC COM 228368106 10,140 200,000 SH   SOLE 200,000 0 0
CROWN MEDIA HLDGS INC CL A 228411104 1,795 320,000 SH   SOLE 320,000 0 0
CSRA INC COM 12650T104 3,000 100,000 SH   SOLE 100,000 0 0
CTC MEDIA INC COM 12642X106 237 128,300 SH   SOLE 128,300 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 774 16,702 SH   SOLE 16,702 0 0
CUBESMART COM 229663109 34,386 1,123,000 SH   SOLE 1,123,000 0 0
CUBIC CORP COM 229669106 38,273 810,000 SH   SOLE 810,000 0 0
CUI GLOBAL INC COM NEW 126576206 3,696 525,000 SH   SOLE 525,000 0 0
CUMMINS INC COM 231021106 8,801 100,000 SH   SOLE 100,000 0 0
CUMULUS MEDIA INC CL A 231082108 2,130 6,450,000 SH   SOLE 6,450,000 0 0
CVS HEALTH CORP COM 126650100 69,900 714,943 SH   SOLE 714,943 0 0
CYNOSURE INC CL A 232577205 44,670 1,000,000 SH   SOLE 1,000,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 4,554 464,250 SH   SOLE 464,250 0 0
CYRUSONE INC COM 23283R100 9,175 245,000 SH   SOLE 245,000 0 0
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DEERE & CO COM 244199105 5,720 75,000 SH   SOLE 75,000 0 0
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DISH NETWORK CORP CL A 25470M109 68,044 1,190,000 SH   SOLE 1,190,000 0 0
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DOLLAR GEN CORP NEW COM 256677105 10,924 152,000 SH   SOLE 152,000 0 0
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DR REDDYS LABS LTD ADR 256135203 1,180 25,500 SH   SOLE 25,500 0 0
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DU PONT E I DE NEMOURS & CO COM 263534109 66,267 995,000 SH   SOLE 995,000 0 0
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E M C CORP MASS COM 268648102 30,046 1,170,000 SH   SOLE 1,170,000 0 0
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EDISON INTL COM 281020107 9,770 165,000 SH   SOLE 165,000 0 0
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ENERGEN CORP COM 29265N108 1,845 45,000 SH   SOLE 45,000 0 0
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ENSCO PLC SHS CLASS A G3157S106 4,078 265,000 SH   SOLE 265,000 0 0
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EROS INTL PLC SHS NEW G3788M114 14,166 1,548,210 SH   SOLE 1,548,210 0 0
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EXA CORP COM 300614500 4,296 370,000 SH   SOLE 370,000 0 0
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F M C CORP COM NEW 302491303 10,761 275,000 SH   SOLE 275,000 0 0
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FACEBOOK INC CL A 30303M102 366,310 3,500,000 SH   SOLE 3,500,000 0 0
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FEDEX CORP COM 31428X106 50,657 340,000 SH   SOLE 340,000 0 0
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FIVE BELOW INC COM 33829M101 8,073 251,500 SH   SOLE 251,500 0 0
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FLIR SYS INC COM 302445101 3,509 125,000 SH   SOLE 125,000 0 0
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FMC TECHNOLOGIES INC COM 30249U101 6,237 215,000 SH   SOLE 215,000 0 0
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FORD MTR CO DEL COM PAR $0.01 345370860 38,043 2,700,000 SH   SOLE 2,700,000 0 0
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FRANKLIN RES INC COM 354613101 33,138 900,000 SH   SOLE 900,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 10,155 1,500,000 SH   SOLE 1,500,000 0 0
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GILEAD SCIENCES INC COM 375558103 211,993 2,095,000 SH   SOLE 2,095,000 0 0
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GRAMERCY PPTY TR COM 385002100 14,356 1,859,518 SH   SOLE 1,859,518 0 0
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GROUP 1 AUTOMOTIVE INC COM 398905109 2,952 39,000 SH   SOLE 39,000 0 0
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GSV CAP CORP COM 36191J101 10,307 1,100,000 SH   SOLE 1,100,000 0 0
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HALLIBURTON CO COM 406216101 7,829 230,000 SH   SOLE 230,000 0 0
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HASBRO INC COM 418056107 61,971 920,000 SH   SOLE 920,000 0 0
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HECLA MNG CO COM 422704106 2,646 1,400,000 SH   SOLE 1,400,000 0 0
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HESS CORP COM 42809H107 10,181 210,000 SH   SOLE 210,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 15,580 1,025,000 SH   SOLE 1,025,000 0 0
HEXCEL CORP NEW COM 428291108 18,580 400,000 SH   SOLE 400,000 0 0
HFF INC CL A 40418F108 1,460 47,000 SH   SOLE 47,000 0 0
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HILTON WORLDWIDE HLDGS INC COM 43300A104 20,202 944,000 SH   SOLE 944,000 0 0
HOLLYFRONTIER CORP COM 436106108 33,907 850,000 SH   SOLE 850,000 0 0
HOLOGIC INC COM 436440101 4,689 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 277,461 2,098,000 SH   SOLE 2,098,000 0 0
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HP INC COM 40434L105 13,320 1,125,000 SH   SOLE 1,125,000 0 0
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HUNTSMAN CORP COM 447011107 20,466 1,800,000 SH   SOLE 1,800,000 0 0
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IAC INTERACTIVECORP COM PAR $.001 44919P508 38,432 640,000 SH   SOLE 640,000 0 0
ICICI BK LTD ADR 45104G104 20,845 2,662,307 SH   SOLE 2,662,307 0 0
ICONIX BRAND GROUP INC COM 451055107 1,315 192,500 SH   SOLE 192,500 0 0
IDACORP INC COM 451107106 1,360 20,000 SH   SOLE 20,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 27,804 300,000 SH   SOLE 300,000 0 0
IMS HEALTH HLDGS INC COM 44970B109 1,274 50,000 SH   SOLE 50,000 0 0
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INGERSOLL-RAND PLC SHS G47791101 6,911 125,000 SH   SOLE 125,000 0 0
INGREDION INC COM 457187102 26,835 280,000 SH   SOLE 280,000 0 0
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INTERNAP CORP COM PAR $.001 45885A300 2,560 400,000 SH   SOLE 400,000 0 0
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INTERVAL LEISURE GROUP INC COM 46113M108 1,998 128,000 SH   SOLE 128,000 0 0
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ION GEOPHYSICAL CORP COM 462044108 156 310,000 SH   SOLE 310,000 0 0
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ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 2,279 350,100 SH   SOLE 350,100 0 0
IXIA COM 45071R109 3,729 300,000 SH   SOLE 300,000 0 0
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JD COM INC SPON ADR CL A 47215P106 13,788 427,348 SH   SOLE 427,348 0 0
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KB HOME COM 48666K109 339 27,500 SH   SOLE 27,500 0 0
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LAUDER ESTEE COS INC CL A 518439104 41,916 476,000 SH   SOLE 476,000 0 0
LAZARD LTD SHS A G54050102 38,709 860,000 SH   SOLE 860,000 0 0
LEGG MASON INC COM 524901105 3,138 80,000 SH   SOLE 80,000 0 0
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LILLY ELI & CO COM 532457108 182,633 2,167,496 SH   SOLE 2,167,496 0 0
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LIMONEIRA CO COM 532746104 2,913 195,000 SH   SOLE 195,000 0 0
LINCOLN NATL CORP IND COM 534187109 64,283 1,279,000 SH   SOLE 1,279,000 0 0
LINKEDIN CORP COM CL A 53578A108 13,505 60,000 SH   SOLE 60,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 53,120 1,640,000 SH   SOLE 1,640,000 0 0
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LOCKHEED MARTIN CORP COM 539830109 59,717 275,000 SH   SOLE 275,000 0 0
LO-JACK CORP COM 539451104 2,335 420,000 SH   SOLE 420,000 0 0
LOWES COS INC COM 548661107 36,066 474,300 SH   SOLE 474,300 0 0
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LYON WILLIAM HOMES CL A NEW 552074700 578 35,000 SH   SOLE 35,000 0 0
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MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 4,498 110,000 SH   SOLE 110,000 0 0
MACERICH CO COM 554382101 565 7,000 SH   SOLE 7,000 0 0
MACYS INC COM 55616P104 4,635 132,500 SH   SOLE 132,500 0 0
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MANPOWERGROUP INC COM 56418H100 10,494 124,500 SH   SOLE 124,500 0 0
MARATHON OIL CORP COM 565849106 7,701 611,644 SH   SOLE 611,644 0 0
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MARKET VECTORS ETF TR INDIA SMALL CP 57061R551 3,104 71,738 SH   SOLE 71,738 0 0
MARRIOTT INTL INC NEW CL A 571903202 9,554 142,500 SH   SOLE 142,500 0 0
MARSH & MCLENNAN COS INC COM 571748102 18,908 341,000 SH   SOLE 341,000 0 0
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MASTEC INC COM 576323109 20,856 1,200,000 SH   SOLE 1,200,000 0 0
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MATCH GROUP INC COM 57665R106 136 10,000 SH   SOLE 10,000 0 0
MATTEL INC COM 577081102 2,717 100,000 SH   SOLE 100,000 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 2,477 55,500 SH   SOLE 55,500 0 0
MCCORMICK & CO INC COM NON VTG 579780206 10,267 120,000 SH   SOLE 120,000 0 0
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MDU RES GROUP INC COM 552690109 1,832 100,000 SH   SOLE 100,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 11,529 146,026 SH   SOLE 146,026 0 0
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MEDTRONIC PLC SHS G5960L103 62,211 808,780 SH   SOLE 808,780 0 0
MENTOR GRAPHICS CORP COM 587200106 5,710 310,000 SH   SOLE 310,000 0 0
MERCADOLIBRE INC COM 58733R102 7,100 62,094 SH   SOLE 62,094 0 0
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MERCK & CO INC NEW COM 58933Y105 263,044 4,980,000 SH   SOLE 4,980,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 1,026 50,000 SH   SOLE 50,000 0 0
METLIFE INC COM 59156R108 78,100 1,620,000 SH   SOLE 1,620,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,022 25,500 SH   SOLE 25,500 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 14,660 315,000 SH   SOLE 315,000 0 0
MICRON TECHNOLOGY INC COM 595112103 36,094 2,549,000 SH   SOLE 2,549,000 0 0
MICROSEMI CORP COM 595137100 9,777 300,000 SH   SOLE 300,000 0 0
MICROSOFT CORP COM 594918104 565,896 10,200,000 SH   SOLE 10,200,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 2,689 15,000 SH   SOLE 15,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 12,714 140,000 SH   SOLE 140,000 0 0
MIDDLESEX WATER CO COM 596680108 796 30,000 SH   SOLE 30,000 0 0
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MOBILEYE N V AMSTELVEEN ORD SHS N51488117 28,116 665,000 SH   SOLE 665,000 0 0
MOHAWK INDS INC COM 608190104 15,293 80,750 SH   SOLE 80,750 0 0
MONDELEZ INTL INC CL A 609207105 47,672 1,063,163 SH   SOLE 1,063,163 0 0
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MONSANTO CO NEW COM 61166W101 43,349 440,000 SH   SOLE 440,000 0 0
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MSCI INC COM 55354G100 3,607 50,000 SH   SOLE 50,000 0 0
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MYLAN N V SHS EURO N59465109 49,920 923,255 SH   SOLE 923,255 0 0
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NATIONAL CINEMEDIA INC COM 635309107 4,870 310,000 SH   SOLE 310,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 2,223 52,000 SH   SOLE 52,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 9,712 290,000 SH   SOLE 290,000 0 0
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NAVISTAR INTL CORP NEW COM 63934E108 6,718 760,000 SH   SOLE 760,000 0 0
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NETEASE INC SPONSORED ADR 64110W102 32,830 181,139 SH   SOLE 181,139 0 0
NETFLIX INC COM 64110L106 10,294 90,000 SH   SOLE 90,000 0 0
NETSCOUT SYS INC COM 64115T104 5,526 180,000 SH   SOLE 180,000 0 0
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NEW HOME CO INC COM 645370107 972 75,000 SH   SOLE 75,000 0 0
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NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 3,840 122,400 SH   SOLE 122,400 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,666 137,000 SH   SOLE 137,000 0 0
NEW SR INVT GROUP INC COM 648691103 493 50,000 SH   SOLE 50,000 0 0
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NEWS CORP NEW CL A 65249B109 29,726 2,225,000 SH   SOLE 2,225,000 0 0
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NIC INC COM 62914B100 9,053 460,000 SH   SOLE 460,000 0 0
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NIKE INC CL B 654106103 92,438 1,479,000 SH   SOLE 1,479,000 0 0
NISOURCE INC COM 65473P105 3,122 160,000 SH   SOLE 160,000 0 0
NOBLE CORP PLC SHS USD G65431101 3,060 290,000 SH   SOLE 290,000 0 0
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NRG ENERGY INC COM NEW 629377508 27,082 2,300,938 SH   SOLE 2,300,938 0 0
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OLD DOMINION FGHT LINES INC COM 679580100 11,814 200,000 SH   SOLE 200,000 0 0
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OMEGA HEALTHCARE INVS INC COM 681936100 1,732 49,500 SH   SOLE 49,500 0 0
OMNICOM GROUP INC COM 681919106 10,592 140,000 SH   SOLE 140,000 0 0
ONEOK INC NEW COM 682680103 29,592 1,200,000 SH   SOLE 1,200,000 0 0
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OPHTHOTECH CORP COM 683745103 1,374 17,500 SH   SOLE 17,500 0 0
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ORBOTECH LTD ORD M75253100 270 12,206 SH   SOLE 12,206 0 0
ORMAT TECHNOLOGIES INC COM 686688102 5,106 140,000 SH   SOLE 140,000 0 0
OSI SYSTEMS INC COM 671044105 8,423 95,000 SH   SOLE 95,000 0 0
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P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 24,025 541,100 SH   SOLE 541,100 0 0
PALO ALTO NETWORKS INC COM 697435105 35,228 200,000 SH   SOLE 200,000 0 0
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PCM INC COM 69323K100 1,688 170,000 SH   SOLE 170,000 0 0
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PHILIP MORRIS INTL INC COM 718172109 160,084 1,821,000 SH   SOLE 1,821,000 0 0
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PHILLIPS 66 COM 718546104 17,587 215,000 SH   SOLE 215,000 0 0
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PTC INC COM 69370C100 86,575 2,500,000 SH   SOLE 2,500,000 0 0
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QUALCOMM INC COM 747525103 104,969 2,100,000 SH   SOLE 2,100,000 0 0
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SAIA INC COM 78709Y105 4,450 200,000 SH   SOLE 200,000 0 0
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SCANA CORP NEW COM 80589M102 4,537 75,000 SH   SOLE 75,000 0 0
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SEQUENTIAL BRNDS GROUP INC N COM 81734P107 10,633 1,344,200 SH   SOLE 1,344,200 0 0
SERVICENOW INC COM 81762P102 6,925 80,000 SH   SOLE 80,000 0 0
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SI FINL GROUP INC MD COM 78425V104 368 26,943 SH   SOLE 26,943 0 0
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SIGNET JEWELERS LIMITED SHS G81276100 5,999 48,500 SH   SOLE 48,500 0 0
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SIMON PPTY GROUP INC NEW COM 828806109 97,007 498,905 SH   SOLE 498,905 0 0
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SMUCKER J M CO COM NEW 832696405 7,962 64,556 SH   SOLE 64,556 0 0
SNYDERS-LANCE INC COM 833551104 3,773 110,000 SH   SOLE 110,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 262 13,800 SH   SOLE 13,800 0 0
SOLAR CAP LTD COM 83413U100 6,983 425,000 SH   SOLE 425,000 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 3,346 147,000 SH   SOLE 147,000 0 0
SOUFUN HLDGS LTD ADR 836034108 83 11,250 SH   SOLE 11,250 0 0
SOUTH JERSEY INDS INC COM 838518108 1,176 50,000 SH   SOLE 50,000 0 0
SOUTHERN CO COM 842587107 22,225 475,000 SH   SOLE 475,000 0 0
SOUTHERN COPPER CORP COM 84265V105 319 12,224 SH   SOLE 12,224 0 0
SOUTHWEST AIRLS CO COM 844741108 89,350 2,075,000 SH   SOLE 2,075,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,209 170,000 SH   SOLE 170,000 0 0
SOVRAN SELF STORAGE INC COM 84610H108 11,536 107,500 SH   SOLE 107,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 27,394 270,000 SH   SOLE 270,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 8,764 290,000 SH   SOLE 290,000 0 0
SPECTRA ENERGY CORP COM 847560109 10,175 425,000 SH   SOLE 425,000 0 0
SPECTRA ENERGY PARTNERS LP COM 84756N109 1,159 24,300 SH   SOLE 24,300 0 0
SPIRIT AIRLS INC COM 848577102 42,640 1,070,000 SH   SOLE 1,070,000 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,453 145,000 SH   SOLE 145,000 0 0
SPRINT CORP COM SER 1 85207U105 17,376 4,800,000 SH   SOLE 4,800,000 0 0
ST JUDE MED INC COM 790849103 71,035 1,150,000 SH   SOLE 1,150,000 0 0
STAG INDL INC COM 85254J102 5,166 280,000 SH   SOLE 280,000 0 0
STAR BULK CARRIERS CORP SHS NEW Y8162K121 24 39,000 SH   SOLE 39,000 0 0
STARBUCKS CORP COM 855244109 55,228 920,000 SH   SOLE 920,000 0 0
STARWOOD PPTY TR INC COM 85571B105 9,437 459,000 SH   SOLE 459,000 0 0
STATE STR CORP COM 857477103 18,581 280,000 SH   SOLE 280,000 0 0
STEEL DYNAMICS INC COM 858119100 1,162 65,000 SH   SOLE 65,000 0 0
STEELCASE INC CL A 858155203 998 67,000 SH   SOLE 67,000 0 0
STERICYCLE INC COM 858912108 8,442 70,000 SH   SOLE 70,000 0 0
STIFEL FINL CORP COM 860630102 27,110 640,000 SH   SOLE 640,000 0 0
STRATASYS LTD SHS M85548101 28,176 1,200,000 SH   SOLE 1,200,000 0 0
STRYKER CORP COM 863667101 4,182 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 1,104 495,000 SH   SOLE 495,000 0 0
SUMMIT MATLS INC CL A 86614U100 9,030 450,600 SH   SOLE 450,600 0 0
SUN CMNTYS INC COM 866674104 10,280 150,000 SH   SOLE 150,000 0 0
SUNCOKE ENERGY INC COM 86722A103 139 40,000 SH   SOLE 40,000 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 1,462 56,900 SH   SOLE 56,900 0 0
SUNOCO LP COM U REP LP 86765K109 539 13,600 SH   SOLE 13,600 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 522 41,786 SH   SOLE 41,786 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 2,021 150,000 SH   SOLE 150,000 0 0
SVB FINL GROUP COM 78486Q101 11,296 95,000 SH   SOLE 95,000 0 0
SWIFT TRANSN CO CL A 87074U101 2,764 200,000 SH   SOLE 200,000 0 0
SYMANTEC CORP COM 871503108 8,400 400,000 SH   SOLE 400,000 0 0
SYNCHRONY FINL COM 87165B103 79,055 2,599,648 SH   SOLE 2,599,648 0 0
SYNOPSYS INC COM 871607107 9,122 200,000 SH   SOLE 200,000 0 0
SYSCO CORP COM 871829107 13,653 333,000 SH   SOLE 333,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 101,072 4,442,749 SH   SOLE 4,442,749 0 0
TAL ED GROUP ADS REPSTG COM 874080104 5,684 122,316 SH   SOLE 122,316 0 0
TAL INTL GROUP INC COM 874083108 21,942 1,380,000 SH   SOLE 1,380,000 0 0
TALEN ENERGY CORP COM 87422J105 272 43,717 SH   SOLE 43,717 0 0
TARGET CORP COM 87612E106 25,768 354,880 SH   SOLE 354,880 0 0
TASER INTL INC COM 87651B104 27,664 1,600,000 SH   SOLE 1,600,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,544 86,335 SH   SOLE 86,335 0 0
TAUBMAN CTRS INC COM 876664103 1,304 17,000 SH   SOLE 17,000 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 1,976 123,495 SH   SOLE 123,495 0 0
TE CONNECTIVITY LTD REG SHS H84989104 45,227 700,000 SH   SOLE 700,000 0 0
TECO ENERGY INC COM 872375100 2,532 95,000 SH   SOLE 95,000 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 201 12,500 SH   SOLE 12,500 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 5,123 567,300 SH   SOLE 567,300 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 60,979 2,012,500 SH   SOLE 2,012,500 0 0
TERRENO RLTY CORP COM 88146M101 1,923 85,000 SH   SOLE 85,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 36,686 558,900 SH   SOLE 558,900 0 0
TEXAS INSTRS INC COM 882508104 41,108 750,000 SH   SOLE 750,000 0 0
TEXTRON INC COM 883203101 8,402 200,000 SH   SOLE 200,000 0 0
THE ADT CORPORATION COM 00101J106 1,649 50,000 SH   SOLE 50,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 2,630 160,459 SH   SOLE 160,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,057 85,000 SH   SOLE 85,000 0 0
THOR INDS INC COM 885160101 3,931 70,000 SH   SOLE 70,000 0 0
TIFFANY & CO NEW COM 886547108 4,501 59,000 SH   SOLE 59,000 0 0
TIME WARNER INC COM NEW 887317303 44,622 690,000 SH   SOLE 690,000 0 0
TIVO INC COM 888706108 3,107 360,000 SH   SOLE 360,000 0 0
TJX COS INC NEW COM 872540109 28,364 400,000 SH   SOLE 400,000 0 0
TOLL BROTHERS INC COM 889478103 69,431 2,085,000 SH   SOLE 2,085,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 2,885 91,330 SH   SOLE 91,330 0 0
TPG SPECIALTY LENDING INC COM 87265K102 119,478 7,366,063 SH   SOLE 7,366,063 0 0
TRACTOR SUPPLY CO COM 892356106 6,156 72,000 SH   SOLE 72,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,847 230,000 SH   SOLE 230,000 0 0
TRAVELCENTERS AMER LLC COM 894174101 14,100 1,500,000 SH   SOLE 1,500,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 17,673 156,595 SH   SOLE 156,595 0 0
TREEHOUSE FOODS INC COM 89469A104 18,830 240,000 SH   SOLE 240,000 0 0
TREX CO INC COM 89531P105 27,008 710,000 SH   SOLE 710,000 0 0
TRI POINTE GROUP INC COM 87265H109 4,477 353,336 SH   SOLE 353,336 0 0
TRINET GROUP INC COM 896288107 2,903 150,000 SH   SOLE 150,000 0 0
TRINITY INDS INC COM 896522109 37,952 1,580,000 SH   SOLE 1,580,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 23,850 600,000 SH   SOLE 600,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 92 11,600 SH   SOLE 11,600 0 0
TUPPERWARE BRANDS CORP COM 899896104 5,788 104,000 SH   SOLE 104,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 5,446 200,000 SH   SOLE 200,000 0 0
TWITTER INC COM 90184L102 13,884 600,000 SH   SOLE 600,000 0 0
TYCO INTL PLC SHS G91442106 10,095 316,550 SH   SOLE 316,550 0 0
U S G CORP COM NEW 903293405 4,858 200,000 SH   SOLE 200,000 0 0
UCP INC CL A 90265Y106 457 63,534 SH   SOLE 63,534 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 7,252 39,200 SH   SOLE 39,200 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,280 250,000 SH   SOLE 250,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 1,054 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 2,024 200,000 SH   SOLE 200,000 0 0
UNDER ARMOUR INC CL A 904311107 58,845 730,000 SH   SOLE 730,000 0 0
UNION PAC CORP COM 907818108 35,190 450,000 SH   SOLE 450,000 0 0
UNITED CONTL HLDGS INC COM 910047109 3,725 65,000 SH   SOLE 65,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 459 244,000 SH   SOLE 244,000 0 0
UNITED NAT FOODS INC COM 911163103 18,106 460,000 SH   SOLE 460,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 72,173 750,000 SH   SOLE 750,000 0 0
UNITED RENTALS INC COM 911363109 52,954 730,000 SH   SOLE 730,000 0 0
UNITED STATES STL CORP NEW COM 912909108 3,392 425,000 SH   SOLE 425,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 99,913 1,040,000 SH   SOLE 1,040,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 89,433 760,228 SH   SOLE 760,228 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 10,344 190,000 SH   SOLE 190,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 10,754 90,000 SH   SOLE 90,000 0 0
URBAN EDGE PPTYS COM 91704F104 745 31,750 SH   SOLE 31,750 0 0
URBAN OUTFITTERS INC COM 917047102 2,195 96,500 SH   SOLE 96,500 0 0
US BANCORP DEL COM NEW 902973304 44,619 1,045,671 SH   SOLE 1,045,671 0 0
VALE S A ADR 91912E105 3,060 930,057 SH   SOLE 930,057 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 2,033 20,000 SH   SOLE 20,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 16,617 235,000 SH   SOLE 235,000 0 0
VALSPAR CORP COM 920355104 4,148 50,000 SH   SOLE 50,000 0 0
VANGUARD INDEX FDS REIT ETF 922908553 83,398 1,046,000 SH   SOLE 1,046,000 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 82,620 2,250,000 SH   SOLE 2,250,000 0 0
VECTREN CORP COM 92240G101 848 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 373 67,100 SH   SOLE 67,100 0 0
VENTAS INC COM 92276F100 16,613 294,400 SH   SOLE 294,400 0 0
VEREIT INC COM 92339V100 3,146 397,250 SH   SOLE 397,250 0 0
VERIFONE SYS INC COM 92342Y109 12,889 460,000 SH   SOLE 460,000 0 0
VERISIGN INC COM 92343E102 10,483 120,000 SH   SOLE 120,000 0 0
VERISK ANALYTICS INC COM 92345Y106 9,610 125,000 SH   SOLE 125,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 158,696 3,433,500 SH   SOLE 3,433,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,550 60,000 SH   SOLE 60,000 0 0
VIACOM INC NEW CL B 92553P201 44,041 1,070,000 SH   SOLE 1,070,000 0 0
VIASAT INC COM 92552V100 2,135 35,000 SH   SOLE 35,000 0 0
VIAVI SOLUTIONS INC COM 925550105 914 150,000 SH   SOLE 150,000 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 135 41,200 SH   SOLE 41,200 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 347 22,728 SH   SOLE 22,728 0 0
VISA INC COM CL A 92826C839 204,732 2,640,000 SH   SOLE 2,640,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 687 60,714 SH   SOLE 60,714 0 0
VISTA OUTDOOR INC COM 928377100 7,567 170,000 SH   SOLE 170,000 0 0
VMWARE INC CL A COM 928563402 33,942 600,000 SH   SOLE 600,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 5,548 55,500 SH   SOLE 55,500 0 0
W P CAREY INC COM 92936U109 2,950 50,000 SH   SOLE 50,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 37,196 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 84,839 1,384,000 SH   SOLE 1,384,000 0 0
WASTE MGMT INC DEL COM 94106L109 2,669 50,000 SH   SOLE 50,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 21,855 440,000 SH   SOLE 440,000 0 0
WAYFAIR INC CL A 94419L101 22,858 480,000 SH   SOLE 480,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 3,119 140,000 SH   SOLE 140,000 0 0
WEB COM GROUP INC COM 94733A104 2,401 120,000 SH   SOLE 120,000 0 0
WEC ENERGY GROUP INC COM 92939U106 7,820 152,400 SH   SOLE 152,400 0 0
WELLS FARGO & CO NEW COM 949746101 372,312 6,849,000 SH   SOLE 6,849,000 0 0
WELLTOWER INC COM 95040Q104 18,062 265,500 SH   SOLE 265,500 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 8,688 725,838 SH   SOLE 725,838 0 0
WESTAR ENERGY INC COM 95709T100 1,696 40,000 SH   SOLE 40,000 0 0
WESTERN ASSET HGH YLD DFNDFD COM 95768B107 3,314 235,000 SH   SOLE 235,000 0 0
WESTERN DIGITAL CORP COM 958102105 7,296 121,500 SH   SOLE 121,500 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 1,298 27,300 SH   SOLE 27,300 0 0
WESTROCK CO COM 96145D105 45,620 1,000,000 SH   SOLE 1,000,000 0 0
WEYERHAEUSER CO COM 962166104 17,971 599,432 SH   SOLE 599,432 0 0
WEYERHAEUSER CO PREF CONV SER A 962166872 5,028 100,000 SH   SOLE 100,000 0 0
WGL HLDGS INC COM 92924F106 1,575 25,000 SH   SOLE 25,000 0 0
WHEELER REAL ESTATE INVT TR COM 963025101 125 65,000 SH   SOLE 65,000 0 0
WHIRLPOOL CORP COM 963320106 29,374 200,000 SH   SOLE 200,000 0 0
WHITESTONE REIT COM 966084204 4,354 362,500 SH   SOLE 362,500 0 0
WHOLE FOODS MKT INC COM 966837106 5,360 160,000 SH   SOLE 160,000 0 0
WILLIAMS COS INC DEL COM 969457100 37,651 1,465,000 SH   SOLE 1,465,000 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 1,090 94,500 SH   SOLE 94,500 0 0
WISDOMTREE INVTS INC COM 97717P104 23,520 1,500,000 SH   SOLE 1,500,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 215,344 4,300,000 SH   SOLE 4,300,000 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 207,169 3,850,000 SH   SOLE 3,850,000 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 365 11,700 SH   SOLE 11,700 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 3,211 180,000 SH   SOLE 180,000 0 0
WP GLIMCHER IN COM 92939N102 2,053 193,438 SH   SOLE 193,438 0 0
WPX ENERGY INC COM 98212B103 1,062 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 8,427 116,000 SH   SOLE 116,000 0 0
XCEL BRANDS INC COM NEW 98400M101 3,762 501,619 SH   SOLE 501,619 0 0
XCEL ENERGY INC COM 98389B100 10,234 285,000 SH   SOLE 285,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 523 65,000 SH   SOLE 65,000 0 0
XENOPORT INC COM 98411C100 1,367 249,082 SH   SOLE 249,082 0 0
XL GROUP PLC SHS G98290102 10,970 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 7,227 450,000 SH   SOLE 450,000 0 0
XPO LOGISTICS INC COM 983793100 10,900 400,000 SH   SOLE 400,000 0 0
YAHOO INC COM 984332106 59,868 1,800,000 SH   SOLE 1,800,000 0 0
YANDEX N V SHS CLASS A N97284108 7,177 456,553 SH   SOLE 456,553 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 6,806 433,000 SH   SOLE 433,000 0 0
YUM BRANDS INC COM 988498101 8,255 113,000 SH   SOLE 113,000 0 0
ZAIS FINL CORP COM 98886K108 5,730 380,000 SH   SOLE 380,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 8,771 85,500 SH   SOLE 85,500 0 0
ZOETIS INC CL A 98978V103 61,972 1,293,234 SH   SOLE 1,293,234 0 0
ZYNGA INC CL A 98986T108 9,112 3,400,000 SH   SOLE 3,400,000 0 0