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 1,795 50,000 SH   SOLE 50,000 0 0
ABBOTT LABS COM 002824100 86,111 2,141,000 SH   SOLE 2,141,000 0 0
ABBVIE INC COM 00287Y109 119,756 2,201,000 SH   SOLE 2,201,000 0 0
ABM INDS INC COM 000957100 6,828 250,000 SH   SOLE 250,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 14,155 470,746 SH   SOLE 470,746 0 0
ACCELERON PHARMA INC COM 00434H108 448 18,000 SH   SOLE 18,000 0 0
ACCO BRANDS CORP COM 00081T108 1,499 212,000 SH   SOLE 212,000 0 0
ACE LTD SHS H0023R105 12,408 120,000 SH   SOLE 120,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 2,386 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 18,534 600,000 SH   SOLE 600,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,565 93,500 SH   SOLE 93,500 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 287 24,000 SH   SOLE 24,000 0 0
ADTRAN INC COM 00738A106 1,825 125,000 SH   SOLE 125,000 0 0
ADURO BIOTECH INC COM 00739L101 1,001 51,700 SH   SOLE 51,700 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 12,177 64,250 SH   SOLE 64,250 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 9,408 1,713,687 SH   SOLE 1,713,687 0 0
AECOM COM 00766T100 42,916 1,560,000 SH   SOLE 1,560,000 0 0
AES CORP COM 00130H105 5,629 575,000 SH   SOLE 575,000 0 0
AETNA INC NEW COM 00817Y108 81,523 745,120 SH   SOLE 745,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 3,420 20,000 SH   SOLE 20,000 0 0
AFLAC INC COM 001055102 39,528 680,000 SH   SOLE 680,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 8,583 250,000 SH   SOLE 250,000 0 0
AGL RES INC COM 001204106 1,831 30,000 SH   SOLE 30,000 0 0
AGREE REALTY CORP COM 008492100 9,328 312,500 SH   SOLE 312,500 0 0
AK STL HLDG CORP COM 001547108 2,410 1,000,000 SH   SOLE 1,000,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 31,768 460,000 SH   SOLE 460,000 0 0
AKORN INC COM 009728106 428 15,000 SH   SOLE 15,000 0 0
ALCOA INC COM 013817101 4,103 424,725 SH   SOLE 424,725 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 3,948 115,000 SH   SOLE 115,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 11,303 133,500 SH   SOLE 133,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,389 125,303 SH   SOLE 125,303 0 0
ALKERMES PLC SHS G01767105 2,640 45,000 SH   SOLE 45,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,470 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,545 250,000 SH   SOLE 250,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,922 33,333 SH   SOLE 33,333 0 0
ALLERGAN PLC SHS G0177J108 123,865 455,702 SH   SOLE 455,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 1,223 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 3,802 65,000 SH   SOLE 65,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 868 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 50,148 861,054 SH   SOLE 861,054 0 0
ALTERA CORP COM 021441100 7,512 150,000 SH   SOLE 150,000 0 0
ALTRIA GROUP INC COM 02209S103 121,965 2,242,000 SH   SOLE 2,242,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 4,615 116,167 SH   SOLE 116,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 361 187,000 SH   SOLE 187,000 0 0
AMAZON COM INC COM 023135106 194,519 380,000 SH   SOLE 380,000 0 0
AMBER RD INC COM 02318Y108 253 60,000 SH   SOLE 60,000 0 0
AMBEV SA SPONSORED ADR 02319V103 16,747 3,417,700 SH   SOLE 3,417,700 0 0
AMC NETWORKS INC CL A 00164V103 3,659 50,000 SH   SOLE 50,000 0 0
AMEREN CORP COM 023608102 5,368 127,000 SH   SOLE 127,000 0 0
AMERESCO INC CL A 02361E108 735 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 7,901 477,400 SH   SOLE 477,400 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 51,450 1,325,000 SH   SOLE 1,325,000 0 0
AMERICAN APPAREL INC COM 023850100 27 245,000 SH   SOLE 245,000 0 0
AMERICAN ASSETS TR INC COM 024013104 21,043 515,000 SH   SOLE 515,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 21,934 1,100,000 SH   SOLE 1,100,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 15,819 436,516 SH   SOLE 436,516 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 4,208 225,000 SH   SOLE 225,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,485 95,000 SH   SOLE 95,000 0 0
AMERICAN ELEC PWR INC COM 025537101 14,499 255,000 SH   SOLE 255,000 0 0
AMERICAN EXPRESS CO COM 025816109 63,307 854,000 SH   SOLE 854,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 81,934 1,442,000 SH   SOLE 1,442,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 91,808 1,043,500 SH   SOLE 1,043,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 826 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 98,654 904,000 SH   SOLE 904,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 15,673 165,000 SH   SOLE 165,000 0 0
AMGEN INC COM 031162100 80,413 581,355 SH   SOLE 581,355 0 0
ANADARKO PETE CORP COM 032511107 21,438 355,000 SH   SOLE 355,000 0 0
ANALOG DEVICES INC COM 032654105 55,000 975,000 SH   SOLE 975,000 0 0
ANGIODYNAMICS INC COM 03475V101 857 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 8,814 100,000 SH   SOLE 100,000 0 0
ANTHEM INC COM 036752103 9,800 70,000 SH   SOLE 70,000 0 0
AON PLC SHS CL A G0408V102 23,482 265,000 SH   SOLE 265,000 0 0
APACHE CORP COM 037411105 8,028 205,000 SH   SOLE 205,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 7,590 205,000 SH   SOLE 205,000 0 0
APPLE INC COM 037833100 843,795 7,650,000 SH   SOLE 7,650,000 0 0
APPLIED MATLS INC COM 038222105 35,550 2,420,000 SH   SOLE 2,420,000 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 797 150,000 SH   SOLE 150,000 0 0
AQUA AMERICA INC COM 03836W103 1,324 50,000 SH   SOLE 50,000 0 0
ARBOR RLTY TR INC COM 038923108 1,240 195,000 SH   SOLE 195,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 24,874 338,556 SH   SOLE 338,556 0 0
ARCH COAL INC COM NEW 039380308 132 39,999 SH   SOLE 39,999 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 40,249 971,026 SH   SOLE 971,026 0 0
ARES COML REAL ESTATE CORP COM 04013V108 659 55,000 SH   SOLE 55,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 1,910 40,000 SH   SOLE 40,000 0 0
ARQULE INC COM 04269E107 418 223,774 SH   SOLE 223,774 0 0
ARRAY BIOPHARMA INC COM 04269X105 1,208 265,000 SH   SOLE 265,000 0 0
ARRIS GROUP INC NEW COM 04270V106 2,597 100,000 SH   SOLE 100,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 4,721 336,502 SH   SOLE 336,502 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 610 100,000 SH   SOLE 100,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 4,928 130,000 SH   SOLE 130,000 0 0
ASTEC INDS INC COM 046224101 40,681 1,214,000 SH   SOLE 1,214,000 0 0
AT&T INC COM 00206R102 29,175 895,500 SH   SOLE 895,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 8,294 240,000 SH   SOLE 240,000 0 0
ATMEL CORP COM 049513104 10,088 1,250,000 SH   SOLE 1,250,000 0 0
ATMOS ENERGY CORP COM 049560105 2,909 50,000 SH   SOLE 50,000 0 0
AUTODESK INC COM 052769106 48,554 1,100,000 SH   SOLE 1,100,000 0 0
AUTOZONE INC COM 053332102 10,206 14,100 SH   SOLE 14,100 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 2,125 17,000 SH   SOLE 17,000 0 0
AVALONBAY CMNTYS INC COM 053484101 26,835 153,500 SH   SOLE 153,500 0 0
AVID TECHNOLOGY INC COM 05367P100 1,313 165,000 SH   SOLE 165,000 0 0
AVX CORP NEW COM 002444107 3,011 230,000 SH   SOLE 230,000 0 0
AXIALL CORP COM 05463D100 3,530 225,000 SH   SOLE 225,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 1,098 85,000 SH   SOLE 85,000 0 0
B/E AEROSPACE INC COM 073302101 46,754 1,065,000 SH   SOLE 1,065,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 13,440 800,000 SH   SOLE 800,000 0 0
BAIDU INC SPON ADR REP A 056752108 25,176 183,214 SH   SOLE 183,214 0 0
BAKER HUGHES INC COM 057224107 97,055 1,865,000 SH   SOLE 1,865,000 0 0
BALLANTYNE STRONG INC COM 058516105 2,632 560,000 SH   SOLE 560,000 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 2,276 124,918 SH   SOLE 124,918 0 0
BANK AMER CORP COM 060505104 209,520 13,448,000 SH   SOLE 13,448,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 23,457 599,167 SH   SOLE 599,167 0 0
BANKRATE INC DEL COM 06647F102 17,595 1,700,000 SH   SOLE 1,700,000 0 0
BARD C R INC COM 067383109 4,658 25,000 SH   SOLE 25,000 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 809 245,000 SH   SOLE 245,000 0 0
BAXALTA INC COM 07177M103 9,800 311,000 SH   SOLE 311,000 0 0
BAXTER INTL INC COM 071813109 10,216 311,000 SH   SOLE 311,000 0 0
BB&T CORP COM 054937107 8,010 225,000 SH   SOLE 225,000 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,234 298,000 SH   SOLE 298,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 17,329 1,300,000 SH   SOLE 1,300,000 0 0
BECTON DICKINSON & CO COM 075887109 13,183 99,374 SH   SOLE 99,374 0 0
BEL FUSE INC CL B 077347300 1,652 85,000 SH   SOLE 85,000 0 0
BEMIS INC COM 081437105 3,957 100,000 SH   SOLE 100,000 0 0
BERKLEY W R CORP COM 084423102 5,867 107,905 SH   SOLE 107,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 18,548 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 136,920 1,050,000 SH   SOLE 1,050,000 0 0
BEST BUY INC COM 086516101 5,854 157,700 SH   SOLE 157,700 0 0
BIOGEN INC COM 09062X103 90,019 308,485 SH   SOLE 308,485 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 9 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 20,050 485,000 SH   SOLE 485,000 0 0
BLACKROCK INC COM 09247X101 68,270 229,500 SH   SOLE 229,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 3,167 100,000 SH   SOLE 100,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 823 30,000 SH   SOLE 30,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 358 20,000 SH   SOLE 20,000 0 0
BOEING CO COM 097023105 83,808 640,000 SH   SOLE 640,000 0 0
BORGWARNER INC COM 099724106 10,398 250,000 SH   SOLE 250,000 0 0
BOSTON BEER INC CL A 100557107 8,740 41,500 SH   SOLE 41,500 0 0
BOSTON PROPERTIES INC COM 101121101 44,732 377,800 SH   SOLE 377,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107 12,225 745,000 SH   SOLE 745,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 5,790 470,000 SH   SOLE 470,000 0 0
BRIGGS & STRATTON CORP COM 109043109 2,897 150,000 SH   SOLE 150,000 0 0
BRIGHTCOVE INC COM 10921T101 1,870 380,000 SH   SOLE 380,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 107,267 1,811,938 SH   SOLE 1,811,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 10,777 459,000 SH   SOLE 459,000 0 0
BROADCOM CORP CL A 111320107 66,859 1,300,000 SH   SOLE 1,300,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,558 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 3,434 160,000 SH   SOLE 160,000 0 0
BSQUARE CORP COM NEW 11776U300 1,586 240,000 SH   SOLE 240,000 0 0
BURLINGTON STORES INC COM 122017106 7,018 137,500 SH   SOLE 137,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 21,088 800,000 SH   SOLE 800,000 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 194 55,000 SH   SOLE 55,000 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 8,118 250,000 SH   SOLE 250,000 0 0
CABOT OIL & GAS CORP COM 127097103 6,230 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 12,822 620,000 SH   SOLE 620,000 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 669 22,000 SH   SOLE 22,000 0 0
CALAVO GROWERS INC COM 128246105 35,712 800,000 SH   SOLE 800,000 0 0
CALERES INC COM 129500104 534 17,500 SH   SOLE 17,500 0 0
CALGON CARBON CORP COM 129603106 19,631 1,260,000 SH   SOLE 1,260,000 0 0
CALIFORNIA RES CORP COM 13057Q107 1,118 430,000 SH   SOLE 430,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 995 45,000 SH   SOLE 45,000 0 0
CALPINE CORP COM NEW 131347304 584 40,000 SH   SOLE 40,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 1,626 22,000 SH   SOLE 22,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 7,972 130,000 SH   SOLE 130,000 0 0
CAMPBELL SOUP CO COM 134429109 20,272 400,000 SH   SOLE 400,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 50,039 690,000 SH   SOLE 690,000 0 0
CAPITAL SR LIVING CORP COM 140475104 10,727 535,000 SH   SOLE 535,000 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 3,610 365,000 SH   SOLE 365,000 0 0
CARDINAL HEALTH INC COM 14149Y108 19,973 260,000 SH   SOLE 260,000 0 0
CARE CAP PPTYS INC COM 141624106 2,053 62,350 SH   SOLE 62,350 0 0
CARMAX INC COM 143130102 1,483 25,000 SH   SOLE 25,000 0 0
CARMIKE CINEMAS INC COM 143436400 1,808 90,000 SH   SOLE 90,000 0 0
CARTER INC COM 146229109 7,206 79,500 SH   SOLE 79,500 0 0
CAVIUM INC COM 14964U108 7,364 120,000 SH   SOLE 120,000 0 0
CBRE GROUP INC CL A 12504L109 11,040 345,000 SH   SOLE 345,000 0 0
CBS CORP NEW CL B 124857202 49,875 1,250,000 SH   SOLE 1,250,000 0 0
CELGENE CORP COM 151020104 77,342 715,000 SH   SOLE 715,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 5,007 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 22,502 3,219,170 SH   SOLE 3,219,170 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,412 300,000 SH   SOLE 300,000 0 0
CERNER CORP COM 156782104 13,191 220,000 SH   SOLE 220,000 0 0
CF INDS HLDGS INC COM 125269100 28,736 640,000 SH   SOLE 640,000 0 0
CHAMBERS STR PPTYS COM 157842105 941 145,000 SH   SOLE 145,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,176 50,000 SH   SOLE 50,000 0 0
CHART INDS INC COM PAR $0.01 16115Q308 16,809 875,000 SH   SOLE 875,000 0 0
CHATHAM LODGING TR COM 16208T102 8,991 418,600 SH   SOLE 418,600 0 0
CHECKPOINT SYS INC COM 162825103 1,450 200,000 SH   SOLE 200,000 0 0
CHEETAH MOBILE INC ADR 163075104 652 45,078 SH   SOLE 45,078 0 0
CHEMOURS CO COM 163851108 324 50,000 SH   SOLE 50,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,208 25,000 SH   SOLE 25,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 4,032 550,000 SH   SOLE 550,000 0 0
CHEVRON CORP NEW COM 166764100 112,010 1,420,000 SH   SOLE 1,420,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 9,518 240,000 SH   SOLE 240,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 32,264 542,254 SH   SOLE 542,254 0 0
CHUBB CORP COM 171232101 33,238 271,000 SH   SOLE 271,000 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 1,707 56,500 SH   SOLE 56,500 0 0
CHURCH & DWIGHT INC COM 171340102 36,287 432,500 SH   SOLE 432,500 0 0
CIENA CORP COM NEW 171779309 10,360 500,000 SH   SOLE 500,000 0 0
CIGNA CORPORATION COM 125509109 81,981 607,182 SH   SOLE 607,182 0 0
CIMAREX ENERGY CO COM 171798101 5,636 55,000 SH   SOLE 55,000 0 0
CINEDIGM CORP COM 172406100 1,904 3,400,000 SH   SOLE 3,400,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 16,245 500,000 SH   SOLE 500,000 0 0
CIRRUS LOGIC INC COM 172755100 2,363 75,000 SH   SOLE 75,000 0 0
CISCO SYS INC COM 17275R102 154,875 5,900,000 SH   SOLE 5,900,000 0 0
CIT GROUP INC COM NEW 125581801 52,039 1,300,000 SH   SOLE 1,300,000 0 0
CITIGROUP INC COM NEW 172967424 192,934 3,889,000 SH   SOLE 3,889,000 0 0
CITRIX SYS INC COM 177376100 9,006 130,000 SH   SOLE 130,000 0 0
CITY OFFICE REIT INC COM 178587101 1,079 95,000 SH   SOLE 95,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 10,800 2,400,000 SH   SOLE 2,400,000 0 0
CLEAN HARBORS INC COM 184496107 7,915 180,000 SH   SOLE 180,000 0 0
CLOROX CO DEL COM 189054109 7,163 62,000 SH   SOLE 62,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 563 214,000 SH   SOLE 214,000 0 0
CLUBCORP HLDGS INC COM 18948M108 5,118 238,500 SH   SOLE 238,500 0 0
CME GROUP INC COM 12572Q105 13,911 150,000 SH   SOLE 150,000 0 0
CMS ENERGY CORP COM 125896100 7,064 200,000 SH   SOLE 200,000 0 0
COCA COLA CO COM 191216100 173,118 4,315,000 SH   SOLE 4,315,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 46,172 1,700,000 SH   SOLE 1,700,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,322 85,000 SH   SOLE 85,000 0 0
COLGATE PALMOLIVE CO COM 194162103 67,521 1,064,000 SH   SOLE 1,064,000 0 0
COLONY CAP INC CL A 19624R106 489 25,000 SH   SOLE 25,000 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 2,926 160,000 SH   SOLE 160,000 0 0
COMCAST CORP NEW CL A 20030N101 147,888 2,600,000 SH   SOLE 2,600,000 0 0
COMCAST CORP NEW CL A SPL 20030N200 85,860 1,500,000 SH   SOLE 1,500,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 11,494 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTH SYS INC NEW RIGHT 99/99/9999 203668116 2 270,000 SH   SOLE 270,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 18,338 540,000 SH   SOLE 540,000 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 3,407 1,913,900 SH   SOLE 1,913,900 0 0
COMPUTER SCIENCES CORP COM 205363104 6,138 100,000 SH   SOLE 100,000 0 0
COMSTOCK RES INC COM NEW 205768203 153 80,000 SH   SOLE 80,000 0 0
CONAGRA FOODS INC COM 205887102 6,785 167,500 SH   SOLE 167,500 0 0
CONNECTICUT WTR SVC INC COM 207797101 1,643 45,000 SH   SOLE 45,000 0 0
CONOCOPHILLIPS COM 20825C104 59,710 1,245,000 SH   SOLE 1,245,000 0 0
CONSOL ENERGY INC COM 20854P109 1,470 150,000 SH   SOLE 150,000 0 0
CONSOLIDATED EDISON INC COM 209115104 6,685 100,000 SH   SOLE 100,000 0 0
CON-WAY INC COM 205944101 4,650 98,000 SH   SOLE 98,000 0 0
COOPER TIRE & RUBR CO COM 216831107 9,087 230,000 SH   SOLE 230,000 0 0
COPA HOLDINGS SA CL A P31076105 4,215 100,520 SH   SOLE 100,520 0 0
CORNING INC COM 219350105 11,984 700,000 SH   SOLE 700,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 26,312 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 4,790 177,000 SH   SOLE 177,000 0 0
COVANTA HLDG CORP COM 22282E102 12,215 700,000 SH   SOLE 700,000 0 0
COVISINT CORP COM 22357R103 154 71,529 SH   SOLE 71,529 0 0
CRAY INC COM NEW 225223304 43,582 2,200,000 SH   SOLE 2,200,000 0 0
CREDICORP LTD COM G2519Y108 14,872 139,830 SH   SOLE 139,830 0 0
CRITEO S A SPONS ADS 226718104 1,956 52,112 SH   SOLE 52,112 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 39,435 500,000 SH   SOLE 500,000 0 0
CROWN MEDIA HLDGS INC CL A 228411104 1,980 370,000 SH   SOLE 370,000 0 0
CUBESMART COM 229663109 30,557 1,123,000 SH   SOLE 1,123,000 0 0
CUBIC CORP COM 229669106 34,810 830,000 SH   SOLE 830,000 0 0
CUI GLOBAL INC COM NEW 126576206 2,714 525,000 SH   SOLE 525,000 0 0
CUMULUS MEDIA INC CL A 231082108 4,540 6,450,000 SH   SOLE 6,450,000 0 0
CVS HEALTH CORP COM 126650100 68,978 714,943 SH   SOLE 714,943 0 0
CYBERONICS INC COM 23251P102 20,665 340,000 SH   SOLE 340,000 0 0
CYNOSURE INC CL A 232577205 27,036 900,000 SH   SOLE 900,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 5,233 614,250 SH   SOLE 614,250 0 0
CYRUSONE INC COM 23283R100 7,185 220,000 SH   SOLE 220,000 0 0
CYS INVTS INC COM 12673A108 436 60,000 SH   SOLE 60,000 0 0
CYTEC INDS INC COM 232820100 7,385 100,000 SH   SOLE 100,000 0 0
D R HORTON INC COM 23331A109 881 30,000 SH   SOLE 30,000 0 0
DANA HLDG CORP COM 235825205 39,700 2,500,000 SH   SOLE 2,500,000 0 0
DARDEN RESTAURANTS INC COM 237194105 9,596 140,000 SH   SOLE 140,000 0 0
DATAWATCH CORP COM NEW 237917208 5,292 900,000 SH   SOLE 900,000 0 0
DBX ETF TR XTRAK MSCI EAFE 233051200 91,280 3,500,000 SH   SOLE 3,500,000 0 0
DDR CORP COM 23317H102 11,550 751,000 SH   SOLE 751,000 0 0
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DISH NETWORK CORP CL A 25470M109 70,592 1,210,000 SH   SOLE 1,210,000 0 0
DISNEY WALT CO COM DISNEY 254687106 495,670 4,850,000 SH   SOLE 4,850,000 0 0
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DR REDDYS LABS LTD ADR 256135203 2,103 32,913 SH   SOLE 32,913 0 0
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DU PONT E I DE NEMOURS & CO COM 263534109 76,156 1,580,000 SH   SOLE 1,580,000 0 0
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EBAY INC COM 278642103 29,817 1,220,000 SH   SOLE 1,220,000 0 0
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GERON CORP COM 374163103 2,401 870,000 SH   SOLE 870,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 24,695 400,500 SH   SOLE 400,500 0 0
GILEAD SCIENCES INC COM 375558103 236,638 2,410,000 SH   SOLE 2,410,000 0 0
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GNC HLDGS INC COM CL A 36191G107 1,415 35,000 SH   SOLE 35,000 0 0
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GRAMERCY PPTY TR INC COM NEW 38489R605 11,554 556,250 SH   SOLE 556,250 0 0
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GROUP 1 AUTOMOTIVE INC COM 398905109 7,578 89,000 SH   SOLE 89,000 0 0
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GSV CAP CORP COM 36191J101 8,321 1,060,000 SH   SOLE 1,060,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 51,600 1,000,000 SH   SOLE 1,000,000 0 0
HALLIBURTON CO COM 406216101 11,666 330,000 SH   SOLE 330,000 0 0
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HASBRO INC COM 418056107 47,613 660,000 SH   SOLE 660,000 0 0
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HDFC BANK LTD ADR REPS 3 SHS 40415F101 27,743 454,138 SH   SOLE 454,138 0 0
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HESS CORP COM 42809H107 8,010 160,000 SH   SOLE 160,000 0 0
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HFF INC CL A 40418F108 1,249 37,000 SH   SOLE 37,000 0 0
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HILTON WORLDWIDE HLDGS INC COM 43300A104 21,655 944,000 SH   SOLE 944,000 0 0
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HOLOGIC INC COM 436440101 4,743 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 256,157 2,218,000 SH   SOLE 2,218,000 0 0
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HUNTSMAN CORP COM 447011107 12,597 1,300,000 SH   SOLE 1,300,000 0 0
HYATT HOTELS CORP COM CL A 448579102 7,089 150,500 SH   SOLE 150,500 0 0
ICICI BK LTD ADR 45104G104 26,262 3,133,826 SH   SOLE 3,133,826 0 0
ICONIX BRAND GROUP INC COM 451055107 2,467 182,500 SH   SOLE 182,500 0 0
IDACORP INC COM 451107106 1,294 20,000 SH   SOLE 20,000 0 0
IMS HEALTH HLDGS INC COM 44970B109 1,455 50,000 SH   SOLE 50,000 0 0
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INFOBLOX INC COM 45672H104 1,598 100,000 SH   SOLE 100,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 17,173 899,588 SH   SOLE 899,588 0 0
INGERSOLL-RAND PLC SHS G47791101 16,500 325,000 SH   SOLE 325,000 0 0
INGREDION INC COM 457187102 26,193 300,000 SH   SOLE 300,000 0 0
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INTEL CORP COM 458140100 60,280 2,000,000 SH   SOLE 2,000,000 0 0
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INTERNAP CORP COM PAR $.001 45885A300 2,452 400,000 SH   SOLE 400,000 0 0
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ION GEOPHYSICAL CORP COM 462044108 121 310,000 SH   SOLE 310,000 0 0
IRON MTN INC NEW COM 46284V101 3,443 111,000 SH   SOLE 111,000 0 0
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ISHARES INC CORE MSCI EMKT 46434G103 151,781 3,805,000 SH   SOLE 3,805,000 0 0
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ISIS PHARMACEUTICALS INC COM 464330109 4,042 100,000 SH   SOLE 100,000 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 1,850 279,471 SH   SOLE 279,471 0 0
IXIA COM 45071R109 5,072 350,000 SH   SOLE 350,000 0 0
J & J SNACK FOODS CORP COM 466032109 4,546 40,000 SH   SOLE 40,000 0 0
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JARDEN CORP COM 471109108 66,294 1,356,250 SH   SOLE 1,356,250 0 0
JD COM INC SPON ADR CL A 47215P106 9,062 347,745 SH   SOLE 347,745 0 0
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JPMORGAN CHASE & CO COM 46625H100 320,885 5,263,000 SH   SOLE 5,263,000 0 0
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KB HOME COM 48666K109 508 37,500 SH   SOLE 37,500 0 0
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KENNEDY-WILSON HLDGS INC COM 489398107 3,104 140,000 SH   SOLE 140,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,855 125,000 SH   SOLE 125,000 0 0
KFORCE INC COM 493732101 4,599 175,000 SH   SOLE 175,000 0 0
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KINDER MORGAN INC DEL COM 49456B101 52,592 1,900,000 SH   SOLE 1,900,000 0 0
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KITE RLTY GROUP TR COM NEW 49803T300 4,137 173,750 SH   SOLE 173,750 0 0
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KLX INC COM 482539103 6,701 187,500 SH   SOLE 187,500 0 0
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L BRANDS INC COM 501797104 7,796 86,500 SH   SOLE 86,500 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 60,621 580,000 SH   SOLE 580,000 0 0
LA QUINTA HLDGS INC COM 50420D108 1,341 85,000 SH   SOLE 85,000 0 0
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LAM RESEARCH CORP COM 512807108 21,886 335,000 SH   SOLE 335,000 0 0
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LIFEPOINT HEALTH INC COM 53219L109 13,199 186,164 SH   SOLE 186,164 0 0
LILLY ELI & CO COM 532457108 189,767 2,267,496 SH   SOLE 2,267,496 0 0
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LIMONEIRA CO COM 532746104 3,262 195,000 SH   SOLE 195,000 0 0
LINCOLN NATL CORP IND COM 534187109 68,058 1,434,000 SH   SOLE 1,434,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 2,018 50,000 SH   SOLE 50,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 5,152 140,000 SH   SOLE 140,000 0 0
LIVEPERSON INC COM 538146101 3,326 440,000 SH   SOLE 440,000 0 0
LOCKHEED MARTIN CORP COM 539830109 33,170 160,000 SH   SOLE 160,000 0 0
LO-JACK CORP COM 539451104 1,291 445,000 SH   SOLE 445,000 0 0
LOUISIANA PAC CORP COM 546347105 2,741 192,500 SH   SOLE 192,500 0 0
LOWES COS INC COM 548661107 60,257 874,300 SH   SOLE 874,300 0 0
LULULEMON ATHLETICA INC COM 550021109 2,431 48,000 SH   SOLE 48,000 0 0
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LUMENTUM HLDGS INC COM 55024U109 1,017 60,000 SH   SOLE 60,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 38,762 465,000 SH   SOLE 465,000 0 0
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 3,189 110,000 SH   SOLE 110,000 0 0
MACERICH CO COM 554382101 14,288 186,000 SH   SOLE 186,000 0 0
MACYS INC COM 55616P104 6,800 132,500 SH   SOLE 132,500 0 0
MADDEN STEVEN LTD COM 556269108 5,337 145,750 SH   SOLE 145,750 0 0
MANPOWERGROUP INC COM 56418H100 10,195 124,500 SH   SOLE 124,500 0 0
MARATHON OIL CORP COM 565849106 9,419 611,644 SH   SOLE 611,644 0 0
MARATHON PETE CORP COM 56585A102 12,972 280,000 SH   SOLE 280,000 0 0
MARCUS & MILLICHAP INC COM 566324109 5,289 115,000 SH   SOLE 115,000 0 0
MARIN SOFTWARE INC COM 56804T106 125 40,000 SH   SOLE 40,000 0 0
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MARKET VECTORS ETF TR RUSSIA ETF 57060U506 2,416 153,900 SH   SOLE 153,900 0 0
MARKET VECTORS ETF TR INDIA SMALL CP 57061R551 3,035 71,738 SH   SOLE 71,738 0 0
MARRIOTT INTL INC NEW CL A 571903202 7,161 105,000 SH   SOLE 105,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 17,807 341,000 SH   SOLE 341,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 64,579 425,000 SH   SOLE 425,000 0 0
MASTEC INC COM 576323109 51,923 3,280,000 SH   SOLE 3,280,000 0 0
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MATTEL INC COM 577081102 2,106 100,000 SH   SOLE 100,000 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 1,670 40,000 SH   SOLE 40,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 9,862 120,000 SH   SOLE 120,000 0 0
MCDERMOTT INTL INC COM 580037109 1,720 400,000 SH   SOLE 400,000 0 0
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MCKESSON CORP COM 58155Q103 27,755 150,000 SH   SOLE 150,000 0 0
MDU RES GROUP INC COM 552690109 1,720 100,000 SH   SOLE 100,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 10,280 146,026 SH   SOLE 146,026 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 2,267 205,000 SH   SOLE 205,000 0 0
MEDTRONIC PLC SHS G5960L103 61,168 913,780 SH   SOLE 913,780 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 338 8,953 SH   SOLE 8,953 0 0
MENTOR GRAPHICS CORP COM 587200106 6,404 260,000 SH   SOLE 260,000 0 0
MERCADOLIBRE INC COM 58733R102 5,454 59,894 SH   SOLE 59,894 0 0
MERCANTILE BANK CORP COM 587376104 984 47,339 SH   SOLE 47,339 0 0
MERCK & CO INC NEW COM 58933Y105 258,557 5,235,000 SH   SOLE 5,235,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 855 50,000 SH   SOLE 50,000 0 0
METLIFE INC COM 59156R108 90,151 1,912,000 SH   SOLE 1,912,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,028 48,000 SH   SOLE 48,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 13,573 315,000 SH   SOLE 315,000 0 0
MICRON TECHNOLOGY INC COM 595112103 24,717 1,650,000 SH   SOLE 1,650,000 0 0
MICROSEMI CORP COM 595137100 9,846 300,000 SH   SOLE 300,000 0 0
MICROSOFT CORP COM 594918104 504,564 11,400,000 SH   SOLE 11,400,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 2,947 15,000 SH   SOLE 15,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 11,462 140,000 SH   SOLE 140,000 0 0
MIDDLESEX WATER CO COM 596680108 715 30,000 SH   SOLE 30,000 0 0
MILLENNIAL MEDIA INC COM 60040N105 350 200,000 SH   SOLE 200,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 28,425 625,000 SH   SOLE 625,000 0 0
MOHAWK INDS INC COM 608190104 13,952 76,750 SH   SOLE 76,750 0 0
MONDELEZ INTL INC CL A 609207105 49,120 1,173,163 SH   SOLE 1,173,163 0 0
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MONMOUTH REAL ESTATE INVT CO CL A 609720107 293 30,000 SH   SOLE 30,000 0 0
MONSANTO CO NEW COM 61166W101 66,565 780,000 SH   SOLE 780,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 17,568 130,000 SH   SOLE 130,000 0 0
MORGAN STANLEY COM NEW 617446448 58,275 1,850,000 SH   SOLE 1,850,000 0 0
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MOSAIC CO NEW COM 61945C103 8,244 265,000 SH   SOLE 265,000 0 0
MOTORCAR PTS AMER INC COM 620071100 5,485 175,000 SH   SOLE 175,000 0 0
MSA SAFETY INC COM 553498106 6,795 170,000 SH   SOLE 170,000 0 0
MSCI INC COM 55354G100 2,973 50,000 SH   SOLE 50,000 0 0
MURPHY OIL CORP COM 626717102 4,356 180,000 SH   SOLE 180,000 0 0
MYLAN N V SHS EURO N59465109 49,248 1,223,255 SH   SOLE 1,223,255 0 0
NABORS INDUSTRIES LTD SHS G6359F103 3,024 320,000 SH   SOLE 320,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 4,160 310,000 SH   SOLE 310,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 2,599 52,000 SH   SOLE 52,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 10,919 290,000 SH   SOLE 290,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 12,720 1,000,000 SH   SOLE 1,000,000 0 0
NEKTAR THERAPEUTICS COM 640268108 1,151 105,000 SH   SOLE 105,000 0 0
NETEASE INC SPONSORED ADR 64110W102 23,488 195,538 SH   SOLE 195,538 0 0
NETFLIX INC COM 64110L106 33,043 320,000 SH   SOLE 320,000 0 0
NETSCOUT SYS INC COM 64115T104 7,773 219,763 SH   SOLE 219,763 0 0
NEW HOME CO INC COM 645370107 971 75,000 SH   SOLE 75,000 0 0
NEW JERSEY RES COM 646025106 2,703 90,000 SH   SOLE 90,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,589 128,109 SH   SOLE 128,109 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,598 122,000 SH   SOLE 122,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 4,268 236,331 SH   SOLE 236,331 0 0
NEWELL RUBBERMAID INC COM 651229106 25,812 650,000 SH   SOLE 650,000 0 0
NEWFIELD EXPL CO COM 651290108 3,948 120,000 SH   SOLE 120,000 0 0
NEWMONT MINING CORP COM 651639106 21,695 1,350,000 SH   SOLE 1,350,000 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 1,126 220,000 SH   SOLE 220,000 0 0
NEWS CORP NEW CL A 65249B109 34,390 2,725,000 SH   SOLE 2,725,000 0 0
NEXTERA ENERGY INC COM 65339F101 81,942 840,000 SH   SOLE 840,000 0 0
NIC INC COM 62914B100 8,147 460,000 SH   SOLE 460,000 0 0
NII HLDGS INC COM PAR $0.001 62913F508 566 86,945 SH   SOLE 86,945 0 0
NIKE INC CL B 654106103 45,437 369,500 SH   SOLE 369,500 0 0
NISOURCE INC COM 65473P105 2,968 160,000 SH   SOLE 160,000 0 0
NOBLE CORP PLC SHS USD G65431101 3,164 290,000 SH   SOLE 290,000 0 0
NOBLE ENERGY INC COM 655044105 6,127 203,000 SH   SOLE 203,000 0 0
NORDSTROM INC COM 655664100 5,020 70,000 SH   SOLE 70,000 0 0
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NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 1,889 131,564 SH   SOLE 131,564 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 23,738 1,922,064 SH   SOLE 1,922,064 0 0
NOW INC COM 67011P100 1,110 75,000 SH   SOLE 75,000 0 0
NRG ENERGY INC COM NEW 629377508 25,259 1,700,938 SH   SOLE 1,700,938 0 0
NTN BUZZTIME INC COM NEW 629410309 71 230,000 SH   SOLE 230,000 0 0
NUMEREX CORP PA CL A 67053A102 523 60,000 SH   SOLE 60,000 0 0
NVE CORP COM NEW 629445206 971 20,000 SH   SOLE 20,000 0 0
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NXSTAGE MEDICAL INC COM 67072V103 1,210 76,700 SH   SOLE 76,700 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 27,122 410,000 SH   SOLE 410,000 0 0
OCEANEERING INTL INC COM 675232102 825 21,000 SH   SOLE 21,000 0 0
OCLARO INC COM NEW 67555N206 173 75,000 SH   SOLE 75,000 0 0
OFFICE DEPOT INC COM 676220106 10,696 1,666,050 SH   SOLE 1,666,050 0 0
OGE ENERGY CORP COM 670837103 2,736 100,000 SH   SOLE 100,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 20,740 340,000 SH   SOLE 340,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1,172 72,500 SH   SOLE 72,500 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 1,740 49,500 SH   SOLE 49,500 0 0
OMNICOM GROUP INC COM 681919106 9,226 140,000 SH   SOLE 140,000 0 0
ONEOK INC NEW COM 682680103 35,839 1,113,000 SH   SOLE 1,113,000 0 0
OPHTHOTECH CORP COM 683745103 709 17,500 SH   SOLE 17,500 0 0
ORACLE CORP COM 68389X105 25,284 700,000 SH   SOLE 700,000 0 0
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ORMAT TECHNOLOGIES INC COM 686688102 4,764 140,000 SH   SOLE 140,000 0 0
OSI SYSTEMS INC COM 671044105 7,311 95,000 SH   SOLE 95,000 0 0
OXFORD INDS INC COM 691497309 4,285 58,000 SH   SOLE 58,000 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 21,921 614,900 SH   SOLE 614,900 0 0
PALO ALTO NETWORKS INC COM 697435105 44,720 260,000 SH   SOLE 260,000 0 0
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PARKE BANCORP INC COM 700885106 1,297 103,856 SH   SOLE 103,856 0 0
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PCM INC COM 69323K100 1,537 170,000 SH   SOLE 170,000 0 0
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PHILIP MORRIS INTL INC COM 718172109 130,181 1,641,000 SH   SOLE 1,641,000 0 0
PHILIPPINE LONG DISTANCE TEL SPONSORED ADR 718252604 15,057 326,200 SH   SOLE 326,200 0 0
PHILLIPS 66 COM 718546104 23,052 300,000 SH   SOLE 300,000 0 0
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PNC FINL SVCS GROUP INC COM 693475105 95,179 1,067,031 SH   SOLE 1,067,031 0 0
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PPG INDS INC COM 693506107 17,538 200,000 SH   SOLE 200,000 0 0
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PROCTER & GAMBLE CO COM 742718109 221,859 3,083,945 SH   SOLE 3,083,945 0 0
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PTC INC COM 69370C100 76,176 2,400,000 SH   SOLE 2,400,000 0 0
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PUMA BIOTECHNOLOGY INC COM 74587V107 1,947 25,833 SH   SOLE 25,833 0 0
PVH CORP COM 693656100 4,180 41,000 SH   SOLE 41,000 0 0
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QUALCOMM INC COM 747525103 109,878 2,045,000 SH   SOLE 2,045,000 0 0
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QUESTAR CORP COM 748356102 3,397 175,000 SH   SOLE 175,000 0 0
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SMUCKER J M CO COM NEW 832696405 7,365 64,556 SH   SOLE 64,556 0 0
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STEEL DYNAMICS INC COM 858119100 1,718 100,000 SH   SOLE 100,000 0 0
STEELCASE INC CL A 858155203 1,233 67,000 SH   SOLE 67,000 0 0
STIFEL FINL CORP COM 860630102 22,734 540,000 SH   SOLE 540,000 0 0
STRATASYS LTD SHS M85548101 29,139 1,100,000 SH   SOLE 1,100,000 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 5,034 365,000 SH   SOLE 365,000 0 0
STRYKER CORP COM 863667101 4,235 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 642 373,000 SH   SOLE 373,000 0 0
SUMMIT MATLS INC CL A 86614U100 7,696 410,000 SH   SOLE 410,000 0 0
SUN CMNTYS INC COM 866674104 12,874 190,000 SH   SOLE 190,000 0 0
SUNCOKE ENERGY INC COM 86722A103 311 40,000 SH   SOLE 40,000 0 0
SUNEDISON INC COM 86732Y109 718 100,000 SH   SOLE 100,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 553 41,786 SH   SOLE 41,786 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,895 150,000 SH   SOLE 150,000 0 0
SVB FINL GROUP COM 78486Q101 10,976 95,000 SH   SOLE 95,000 0 0
SWIFT TRANSN CO CL A 87074U101 5,783 385,000 SH   SOLE 385,000 0 0
SYMANTEC CORP COM 871503108 7,788 400,000 SH   SOLE 400,000 0 0
SYNAPTICS INC COM 87157D109 4,123 50,000 SH   SOLE 50,000 0 0
SYNOPSYS INC COM 871607107 9,698 210,000 SH   SOLE 210,000 0 0
SYSCO CORP COM 871829107 12,977 333,000 SH   SOLE 333,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 97,073 4,678,117 SH   SOLE 4,678,117 0 0
TAL ED GROUP ADS REPSTG COM 874080104 3,756 116,833 SH   SOLE 116,833 0 0
TAL INTL GROUP INC COM 874083108 18,865 1,380,000 SH   SOLE 1,380,000 0 0
TALEN ENERGY CORP COM 87422J105 442 43,717 SH   SOLE 43,717 0 0
TARGET CORP COM 87612E106 27,915 354,880 SH   SOLE 354,880 0 0
TASER INTL INC COM 87651B104 33,038 1,500,000 SH   SOLE 1,500,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 3,501 155,600 SH   SOLE 155,600 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 2,864 153,495 SH   SOLE 153,495 0 0
TE CONNECTIVITY LTD REG SHS H84989104 56,297 940,000 SH   SOLE 940,000 0 0
TECO ENERGY INC COM 872375100 3,808 145,000 SH   SOLE 145,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 4,430 485,200 SH   SOLE 485,200 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 64,703 1,752,500 SH   SOLE 1,752,500 0 0
TERADYNE INC COM 880770102 1,351 75,000 SH   SOLE 75,000 0 0
TERRENO RLTY CORP COM 88146M101 1,669 85,000 SH   SOLE 85,000 0 0
TESLA MTRS INC COM 88160R101 19,872 80,000 SH   SOLE 80,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 28,247 500,300 SH   SOLE 500,300 0 0
TEXAS INSTRS INC COM 882508104 37,140 750,000 SH   SOLE 750,000 0 0
THE ADT CORPORATION COM 00101J106 1,495 50,000 SH   SOLE 50,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 1,763 160,459 SH   SOLE 160,459 0 0
THERAVANCE INC COM 88338T104 3,153 439,108 SH   SOLE 439,108 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,228 100,000 SH   SOLE 100,000 0 0
THOR INDS INC COM 885160101 3,626 70,000 SH   SOLE 70,000 0 0
TIFFANY & CO NEW COM 886547108 5,714 74,000 SH   SOLE 74,000 0 0
TIME INC NEW COM 887228104 1,429 75,000 SH   SOLE 75,000 0 0
TIME WARNER INC COM NEW 887317303 67,375 980,000 SH   SOLE 980,000 0 0
TIVO INC COM 888706108 3,118 360,000 SH   SOLE 360,000 0 0
TJX COS INC NEW COM 872540109 33,942 475,250 SH   SOLE 475,250 0 0
TOLL BROTHERS INC COM 889478103 50,846 1,485,000 SH   SOLE 1,485,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 2,858 91,330 SH   SOLE 91,330 0 0
TRACTOR SUPPLY CO COM 892356106 6,914 82,000 SH   SOLE 82,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,972 230,000 SH   SOLE 230,000 0 0
TRAVELCENTERS AMER LLC COM 894174101 15,495 1,500,000 SH   SOLE 1,500,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 18,572 186,595 SH   SOLE 186,595 0 0
TREEHOUSE FOODS INC COM 89469A104 22,559 290,000 SH   SOLE 290,000 0 0
TREX CO INC COM 89531P105 25,998 780,000 SH   SOLE 780,000 0 0
TRI POINTE GROUP INC COM 87265H109 4,625 353,336 SH   SOLE 353,336 0 0
TRINET GROUP INC COM 896288107 2,520 150,000 SH   SOLE 150,000 0 0
TRINITY INDS INC COM 896522109 40,806 1,800,000 SH   SOLE 1,800,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 23,144 550,000 SH   SOLE 550,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 5,147 104,000 SH   SOLE 104,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 16,242 600,000 SH   SOLE 600,000 0 0
TYCO INTL PLC SHS G91442106 10,592 316,550 SH   SOLE 316,550 0 0
U M H PROPERTIES INC COM 903002103 2,093 225,000 SH   SOLE 225,000 0 0
U S G CORP COM NEW 903293405 7,986 300,000 SH   SOLE 300,000 0 0
UCP INC CL A 90265Y106 1,074 160,000 SH   SOLE 160,000 0 0
UIL HLDG CORP COM 902748102 1,508 30,000 SH   SOLE 30,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 9,425 57,700 SH   SOLE 57,700 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,722 300,000 SH   SOLE 300,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 905 9,400 SH   SOLE 9,400 0 0
UNDER ARMOUR INC CL A 904311107 72,401 748,100 SH   SOLE 748,100 0 0
UNION PAC CORP COM 907818108 92,388 1,045,000 SH   SOLE 1,045,000 0 0
UNITED CONTL HLDGS INC COM 910047109 3,448 65,000 SH   SOLE 65,000 0 0
UNITED NAT FOODS INC COM 911163103 34,685 715,000 SH   SOLE 715,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 59,214 600,000 SH   SOLE 600,000 0 0
UNITED RENTALS INC COM 911363109 46,840 780,000 SH   SOLE 780,000 0 0
UNITED STATES STL CORP NEW COM 912909108 4,429 425,000 SH   SOLE 425,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 110,570 1,242,500 SH   SOLE 1,242,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 95,735 825,228 SH   SOLE 825,228 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 6,441 190,000 SH   SOLE 190,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 14,353 115,000 SH   SOLE 115,000 0 0
URBAN EDGE PPTYS COM 91704F104 685 31,750 SH   SOLE 31,750 0 0
URBAN OUTFITTERS INC COM 917047102 2,835 96,500 SH   SOLE 96,500 0 0
US BANCORP DEL COM NEW 902973304 44,769 1,091,671 SH   SOLE 1,091,671 0 0
UTI WORLDWIDE INC ORD G87210103 2,869 625,000 SH   SOLE 625,000 0 0
VALE S A ADR 91912E105 4,440 1,057,057 SH   SOLE 1,057,057 0 0
VALERO ENERGY CORP NEW COM 91913Y100 18,030 300,000 SH   SOLE 300,000 0 0
VALSPAR CORP COM 920355104 7,547 105,000 SH   SOLE 105,000 0 0
VANGUARD INDEX FDS REIT ETF 922908553 74,936 992,000 SH   SOLE 992,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 181,995 5,500,000 SH   SOLE 5,500,000 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 71,280 2,000,000 SH   SOLE 2,000,000 0 0
VECTREN CORP COM 92240G101 1,680 40,000 SH   SOLE 40,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 444 85,800 SH   SOLE 85,800 0 0
VENTAS INC COM 92276F100 15,944 284,400 SH   SOLE 284,400 0 0
VEREIT INC COM 92339V100 3,452 447,250 SH   SOLE 447,250 0 0
VERIFONE SYS INC COM 92342Y109 16,361 590,000 SH   SOLE 590,000 0 0
VERISIGN INC COM 92343E102 8,467 120,000 SH   SOLE 120,000 0 0
VERISK ANALYTICS INC COM 92345Y106 9,239 125,000 SH   SOLE 125,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 149,392 3,433,500 SH   SOLE 3,433,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 6,248 60,000 SH   SOLE 60,000 0 0
VIACOM INC NEW CL B 92553P201 41,856 970,000 SH   SOLE 970,000 0 0
VIASAT INC COM 92552V100 3,536 55,000 SH   SOLE 55,000 0 0
VIAVI SOLUTIONS INC COM 925550105 1,611 300,000 SH   SOLE 300,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 699 41,600 SH   SOLE 41,600 0 0
VISA INC COM CL A 92826C839 172,757 2,480,000 SH   SOLE 2,480,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 704 60,714 SH   SOLE 60,714 0 0
VISTA OUTDOOR INC COM 928377100 7,553 170,000 SH   SOLE 170,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 4,114 45,500 SH   SOLE 45,500 0 0
W P CAREY INC COM 92936U109 9,943 172,000 SH   SOLE 172,000 0 0
WABASH NATL CORP COM 929566107 4,236 400,000 SH   SOLE 400,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 36,298 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 102,707 1,584,000 SH   SOLE 1,584,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 23,241 440,000 SH   SOLE 440,000 0 0
WAYFAIR INC CL A 94419L101 14,725 420,000 SH   SOLE 420,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 3,395 150,000 SH   SOLE 150,000 0 0
WEB COM GROUP INC COM 94733A104 2,530 120,000 SH   SOLE 120,000 0 0
WEC ENERGY GROUP INC COM 92939U106 7,958 152,400 SH   SOLE 152,400 0 0
WELLS FARGO & CO NEW COM 949746101 363,147 7,072,000 SH   SOLE 7,072,000 0 0
WELLTOWER INC COM 95040Q104 14,255 210,500 SH   SOLE 210,500 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 17,141 1,405,000 SH   SOLE 1,405,000 0 0
WESTAR ENERGY INC COM 95709T100 3,075 80,000 SH   SOLE 80,000 0 0
WESTERN DIGITAL CORP COM 958102105 9,652 121,500 SH   SOLE 121,500 0 0
WESTERN UN CO COM 959802109 3,672 200,000 SH   SOLE 200,000 0 0
WESTROCK CO COM 96145D105 51,440 1,000,000 SH   SOLE 1,000,000 0 0
WEYERHAEUSER CO COM 962166104 51,930 1,899,432 SH   SOLE 1,899,432 0 0
WEYERHAEUSER CO PREF CONV SER A 962166872 4,771 100,000 SH   SOLE 100,000 0 0
WGL HLDGS INC COM 92924F106 1,442 25,000 SH   SOLE 25,000 0 0
WHEELER REAL ESTATE INVT TR COM 963025101 124 65,000 SH   SOLE 65,000 0 0
WHIRLPOOL CORP COM 963320106 41,969 285,000 SH   SOLE 285,000 0 0
WHITESTONE REIT COM 966084204 4,180 362,500 SH   SOLE 362,500 0 0
WHOLE FOODS MKT INC COM 966837106 5,064 160,000 SH   SOLE 160,000 0 0
WILLIAMS COS INC DEL COM 969457100 40,719 1,105,000 SH   SOLE 1,105,000 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 924 75,200 SH   SOLE 75,200 0 0
WISDOMTREE INVTS INC COM 97717P104 27,421 1,700,000 SH   SOLE 1,700,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 182,475 3,750,000 SH   SOLE 3,750,000 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 202,205 3,700,000 SH   SOLE 3,700,000 0 0
WOODWARD INC COM 980745103 9,158 225,000 SH   SOLE 225,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 3,042 180,000 SH   SOLE 180,000 0 0
WP GLIMCHER IN COM 92939N102 2,255 193,438 SH   SOLE 193,438 0 0
WPX ENERGY INC COM 98212B103 1,225 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 10,138 141,000 SH   SOLE 141,000 0 0
XCEL BRANDS INC COM NEW 98400M101 4,309 501,619 SH   SOLE 501,619 0 0
XCEL ENERGY INC COM 98389B100 10,092 285,000 SH   SOLE 285,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 537 65,000 SH   SOLE 65,000 0 0
XENOPORT INC COM 98411C100 1,940 559,082 SH   SOLE 559,082 0 0
XL GROUP PLC SHS G98290102 10,170 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 6,359 450,000 SH   SOLE 450,000 0 0
XPO LOGISTICS INC COM 983793100 21,566 905,000 SH   SOLE 905,000 0 0
YAHOO INC COM 984332106 43,365 1,500,000 SH   SOLE 1,500,000 0 0
YANDEX N V SHS CLASS A N97284108 3,609 336,303 SH   SOLE 336,303 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 7,271 477,400 SH   SOLE 477,400 0 0
YUM BRANDS INC COM 988498101 22,626 283,000 SH   SOLE 283,000 0 0
YY INC ADS REPCOM CLA 98426T106 683 12,528 SH   SOLE 12,528 0 0
ZAIS FINL CORP COM 98886K108 5,340 398,500 SH   SOLE 398,500 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 9,910 105,500 SH   SOLE 105,500 0 0
ZOETIS INC CL A 98978V103 58,609 1,423,234 SH   SOLE 1,423,234 0 0