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 1,610 50,000 SH   SOLE 50,000 0 0
ABBOTT LABS COM 002824100 105,080 2,141,000 SH   SOLE 2,141,000 0 0
ABBVIE INC COM 00287Y109 100,516 1,496,000 SH   SOLE 1,496,000 0 0
ABM INDS INC COM 000957100 8,218 250,000 SH   SOLE 250,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 12,073 414,746 SH   SOLE 414,746 0 0
ACCELERON PHARMA INC COM 00434H108 570 18,000 SH   SOLE 18,000 0 0
ACCO BRANDS CORP COM 00081T108 1,647 212,000 SH   SOLE 212,000 0 0
ACE LTD SHS H0023R105 12,202 120,000 SH   SOLE 120,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 3,000 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 31,473 1,300,000 SH   SOLE 1,300,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 2,452 93,500 SH   SOLE 93,500 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 440 24,000 SH   SOLE 24,000 0 0
ADTRAN INC COM 00738A106 2,031 125,000 SH   SOLE 125,000 0 0
ADURO BIOTECH INC COM 00739L101 355 11,700 SH   SOLE 11,700 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 12,226 76,750 SH   SOLE 76,750 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 12,879 1,951,300 SH   SOLE 1,951,300 0 0
AECOM COM 00766T100 51,605 1,560,000 SH   SOLE 1,560,000 0 0
AES CORP COM 00130H105 7,625 575,000 SH   SOLE 575,000 0 0
AETNA INC NEW COM 00817Y108 116,641 915,120 SH   SOLE 915,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 4,372 20,000 SH   SOLE 20,000 0 0
AFLAC INC COM 001055102 46,650 750,000 SH   SOLE 750,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 9,645 250,000 SH   SOLE 250,000 0 0
AGL RES INC COM 001204106 3,259 70,000 SH   SOLE 70,000 0 0
AGREE REALTY CORP COM 008492100 7,045 241,500 SH   SOLE 241,500 0 0
AK STL HLDG CORP COM 001547108 3,870 1,000,000 SH   SOLE 1,000,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 5,586 80,000 SH   SOLE 80,000 0 0
AKORN INC COM 009728106 655 15,000 SH   SOLE 15,000 0 0
ALASKA AIR GROUP INC COM 011659109 15,141 235,000 SH   SOLE 235,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 4,531 115,000 SH   SOLE 115,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 9,271 106,000 SH   SOLE 106,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,523 115,747 SH   SOLE 115,747 0 0
ALKERMES PLC SHS G01767105 2,895 45,000 SH   SOLE 45,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,477 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,983 165,000 SH   SOLE 165,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 2,005 33,333 SH   SOLE 33,333 0 0
ALLERGAN PLC SHS G0177J108 139,804 460,702 SH   SOLE 460,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 1,435 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 3,752 65,000 SH   SOLE 65,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 958 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 16,935 261,054 SH   SOLE 261,054 0 0
ALTERA CORP COM 021441100 7,680 150,000 SH   SOLE 150,000 0 0
ALTRIA GROUP INC COM 02209S103 112,102 2,292,000 SH   SOLE 2,292,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 14,583 211,167 SH   SOLE 211,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 460 187,000 SH   SOLE 187,000 0 0
AMAZON COM INC COM 023135106 171,466 395,000 SH   SOLE 395,000 0 0
AMBER RD INC COM 02318Y108 421 60,000 SH   SOLE 60,000 0 0
AMBEV SA SPONSORED ADR 02319V103 22,508 3,689,900 SH   SOLE 3,689,900 0 0
AMC NETWORKS INC CL A 00164V103 39,289 480,000 SH   SOLE 480,000 0 0
AMEREN CORP COM 023608102 5,539 147,000 SH   SOLE 147,000 0 0
AMERESCO INC CL A 02361E108 956 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 9,236 433,390 SH   SOLE 433,390 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 48,122 1,205,000 SH   SOLE 1,205,000 0 0
AMERICAN APPAREL INC COM 023850100 145 295,000 SH   SOLE 295,000 0 0
AMERICAN ASSETS TR INC COM 024013104 19,605 500,000 SH   SOLE 500,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 10,455 500,000 SH   SOLE 500,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 18,337 486,516 SH   SOLE 486,516 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,808 105,000 SH   SOLE 105,000 0 0
AMERICAN ELEC PWR INC COM 025537101 13,507 255,000 SH   SOLE 255,000 0 0
AMERICAN EXPRESS CO COM 025816109 89,689 1,154,000 SH   SOLE 1,154,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 89,144 1,442,000 SH   SOLE 1,442,000 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 3,798 467,250 SH   SOLE 467,250 0 0
AMERICAN TOWER CORP NEW COM 03027X100 96,415 1,033,500 SH   SOLE 1,033,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 729 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 115,435 924,000 SH   SOLE 924,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 17,546 165,000 SH   SOLE 165,000 0 0
AMGEN INC COM 031162100 89,249 581,355 SH   SOLE 581,355 0 0
ANADARKO PETE CORP COM 032511107 23,808 305,000 SH   SOLE 305,000 0 0
ANALOG DEVICES INC COM 032654105 19,256 300,000 SH   SOLE 300,000 0 0
ANGIODYNAMICS INC COM 03475V101 1,066 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 9,124 100,000 SH   SOLE 100,000 0 0
ANTHEM INC COM 036752103 11,490 70,000 SH   SOLE 70,000 0 0
AON PLC SHS CL A G0408V102 26,415 265,000 SH   SOLE 265,000 0 0
APACHE CORP COM 037411105 11,814 205,000 SH   SOLE 205,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 4,801 130,000 SH   SOLE 130,000 0 0
APPLE INC COM 037833100 953,231 7,600,000 SH   SOLE 7,600,000 0 0
APPLIED MATLS INC COM 038222105 44,590 2,320,000 SH   SOLE 2,320,000 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 1,013 150,000 SH   SOLE 150,000 0 0
AQUA AMERICA INC COM 03836W103 1,714 70,000 SH   SOLE 70,000 0 0
ARBOR RLTY TR INC COM 038923108 1,318 195,000 SH   SOLE 195,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 22,670 338,556 SH   SOLE 338,556 0 0
ARCH COAL INC COM 039380100 136 400,000 SH   SOLE 400,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 39,107 811,026 SH   SOLE 811,026 0 0
ARES COML REAL ESTATE CORP COM 04013V108 626 55,000 SH   SOLE 55,000 0 0
ARISTA NETWORKS INC COM 040413106 3,678 45,000 SH   SOLE 45,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 2,131 40,000 SH   SOLE 40,000 0 0
ARQULE INC COM 04269E107 358 223,774 SH   SOLE 223,774 0 0
ARRAY BIOPHARMA INC COM 04269X105 1,911 265,000 SH   SOLE 265,000 0 0
ARRIS GROUP INC NEW COM 04270V106 3,060 100,000 SH   SOLE 100,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 4,235 282,000 SH   SOLE 282,000 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 931 110,000 SH   SOLE 110,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 5,922 130,000 SH   SOLE 130,000 0 0
ASSOCIATED ESTATES RLTY CORP COM 045604105 1,718 60,000 SH   SOLE 60,000 0 0
ASTEC INDS INC COM 046224101 39,729 950,000 SH   SOLE 950,000 0 0
AT&T INC COM 00206R102 27,901 785,500 SH   SOLE 785,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 13,190 240,000 SH   SOLE 240,000 0 0
ATMEL CORP COM 049513104 22,174 2,250,000 SH   SOLE 2,250,000 0 0
ATMOS ENERGY CORP COM 049560105 2,564 50,000 SH   SOLE 50,000 0 0
AUTODESK INC COM 052769106 15,023 300,000 SH   SOLE 300,000 0 0
AUTOZONE INC COM 053332102 9,403 14,100 SH   SOLE 14,100 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 2,260 17,000 SH   SOLE 17,000 0 0
AVALONBAY CMNTYS INC COM 053484101 18,465 115,500 SH   SOLE 115,500 0 0
AVID TECHNOLOGY INC COM 05367P100 2,201 165,000 SH   SOLE 165,000 0 0
AVNET INC COM 053807103 18,088 440,000 SH   SOLE 440,000 0 0
AVX CORP NEW COM 002444107 3,096 230,000 SH   SOLE 230,000 0 0
AXIALL CORP COM 05463D100 8,111 225,000 SH   SOLE 225,000 0 0
B/E AEROSPACE INC COM 073302101 51,881 945,000 SH   SOLE 945,000 0 0
BAIDU INC SPON ADR REP A 056752108 43,144 216,718 SH   SOLE 216,718 0 0
BAKER HUGHES INC COM 057224107 79,593 1,290,000 SH   SOLE 1,290,000 0 0
BALLANTYNE STRONG INC COM 058516105 2,626 560,000 SH   SOLE 560,000 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 1,826 90,195 SH   SOLE 90,195 0 0
BANK AMER CORP COM 060505104 202,929 11,923,000 SH   SOLE 11,923,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 25,147 599,167 SH   SOLE 599,167 0 0
BANKRATE INC DEL COM 06647F102 17,833 1,700,000 SH   SOLE 1,700,000 0 0
BARD C R INC COM 067383109 4,268 25,000 SH   SOLE 25,000 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 1,472 195,000 SH   SOLE 195,000 0 0
BAXTER INTL INC COM 071813109 21,748 311,000 SH   SOLE 311,000 0 0
BB&T CORP COM 054937107 5,845 145,000 SH   SOLE 145,000 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,380 298,000 SH   SOLE 298,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 23,940 1,200,000 SH   SOLE 1,200,000 0 0
BECTON DICKINSON & CO COM 075887109 14,076 99,374 SH   SOLE 99,374 0 0
BEL FUSE INC CL B 077347300 1,744 85,000 SH   SOLE 85,000 0 0
BEMIS INC COM 081437105 10,127 225,000 SH   SOLE 225,000 0 0
BERKLEY W R CORP COM 084423102 5,604 107,905 SH   SOLE 107,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 19,461 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 176,943 1,300,000 SH   SOLE 1,300,000 0 0
BEST BUY INC COM 086516101 5,143 157,700 SH   SOLE 157,700 0 0
BIOGEN INC COM 09062X103 86,235 213,485 SH   SOLE 213,485 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 12 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 21,170 485,000 SH   SOLE 485,000 0 0
BLACKROCK INC COM 09247X101 96,702 279,500 SH   SOLE 279,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,087 100,000 SH   SOLE 100,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 1,252 45,000 SH   SOLE 45,000 0 0
BOEING CO COM 097023105 74,909 540,000 SH   SOLE 540,000 0 0
BORGWARNER INC COM 099724106 14,210 250,000 SH   SOLE 250,000 0 0
BOSTON BEER INC CL A 100557107 9,628 41,500 SH   SOLE 41,500 0 0
BOSTON PROPERTIES INC COM 101121101 30,901 255,300 SH   SOLE 255,300 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,187 745,000 SH   SOLE 745,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 4,050 305,000 SH   SOLE 305,000 0 0
BRIGGS & STRATTON CORP COM 109043109 2,889 150,000 SH   SOLE 150,000 0 0
BRIGHTCOVE INC COM 10921T101 3,842 560,000 SH   SOLE 560,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 117,239 1,761,938 SH   SOLE 1,761,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 8,998 389,000 SH   SOLE 389,000 0 0
BROADCOM CORP CL A 111320107 61,788 1,200,000 SH   SOLE 1,200,000 0 0
BROOKDALE SR LIVING INC COM 112463104 2,603 75,000 SH   SOLE 75,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,842 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 551 25,000 SH   SOLE 25,000 0 0
BSQUARE CORP COM NEW 11776U300 1,627 240,000 SH   SOLE 240,000 0 0
BURLINGTON STORES INC COM 122017106 6,528 127,500 SH   SOLE 127,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 61,500 1,875,000 SH   SOLE 1,875,000 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 726 55,000 SH   SOLE 55,000 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 7,182 300,000 SH   SOLE 300,000 0 0
CABOT OIL & GAS CORP COM 127097103 8,989 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 12,189 620,000 SH   SOLE 620,000 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 822 12,000 SH   SOLE 12,000 0 0
CALAVO GROWERS INC COM 128246105 39,467 760,000 SH   SOLE 760,000 0 0
CALERES INC COM 129500104 795 25,000 SH   SOLE 25,000 0 0
CALGON CARBON CORP COM 129603106 17,830 920,000 SH   SOLE 920,000 0 0
CALIFORNIA RES CORP COM 13057Q107 2,597 430,000 SH   SOLE 430,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,028 45,000 SH   SOLE 45,000 0 0
CALPINE CORP COM NEW 131347304 720 40,000 SH   SOLE 40,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 1,634 22,000 SH   SOLE 22,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 8,641 165,000 SH   SOLE 165,000 0 0
CAMPBELL SOUP CO COM 134429109 20,966 440,000 SH   SOLE 440,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 69,496 790,000 SH   SOLE 790,000 0 0
CAPITAL SR LIVING CORP COM 140475104 13,108 535,000 SH   SOLE 535,000 0 0
CARDINAL HEALTH INC COM 14149Y108 21,749 260,000 SH   SOLE 260,000 0 0
CARMAX INC COM 143130102 1,324 20,000 SH   SOLE 20,000 0 0
CARMIKE CINEMAS INC COM 143436400 2,389 90,000 SH   SOLE 90,000 0 0
CARTER INC COM 146229109 8,451 79,500 SH   SOLE 79,500 0 0
CAVIUM INC COM 14964U108 11,698 170,000 SH   SOLE 170,000 0 0
CBRE GROUP INC CL A 12504L109 12,765 345,000 SH   SOLE 345,000 0 0
CBS CORP NEW CL B 124857202 33,300 600,000 SH   SOLE 600,000 0 0
CELGENE CORP COM 151020104 85,644 740,000 SH   SOLE 740,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 10,340 410,000 SH   SOLE 410,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 26,891 2,935,723 SH   SOLE 2,935,723 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,709 300,000 SH   SOLE 300,000 0 0
CERNER CORP COM 156782104 15,193 220,000 SH   SOLE 220,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,517 50,000 SH   SOLE 50,000 0 0
CHART INDS INC COM PAR $0.01 16115Q308 31,281 875,000 SH   SOLE 875,000 0 0
CHATHAM LODGING TR COM 16208T102 11,081 418,600 SH   SOLE 418,600 0 0
CHECKPOINT SYS INC COM 162825103 2,036 200,000 SH   SOLE 200,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,732 25,000 SH   SOLE 25,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 40,771 3,650,000 SH   SOLE 3,650,000 0 0
CHEVRON CORP NEW COM 166764100 84,411 875,000 SH   SOLE 875,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 12,010 240,000 SH   SOLE 240,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 40,617 633,754 SH   SOLE 633,754 0 0
CHUBB CORP COM 171232101 29,493 310,000 SH   SOLE 310,000 0 0
CHURCH & DWIGHT INC COM 171340102 35,089 432,500 SH   SOLE 432,500 0 0
CIENA CORP COM NEW 171779309 11,840 500,000 SH   SOLE 500,000 0 0
CIGNA CORPORATION COM 125509109 30,323 187,182 SH   SOLE 187,182 0 0
CIMAREX ENERGY CO COM 171798101 6,067 55,000 SH   SOLE 55,000 0 0
CINEDIGM CORP COM 172406100 2,397 3,400,000 SH   SOLE 3,400,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 20,085 500,000 SH   SOLE 500,000 0 0
CIRRUS LOGIC INC COM 172755100 2,552 75,000 SH   SOLE 75,000 0 0
CISCO SYS INC COM 17275R102 162,014 5,900,000 SH   SOLE 5,900,000 0 0
CIT GROUP INC COM NEW 125581801 60,437 1,300,000 SH   SOLE 1,300,000 0 0
CITIGROUP INC COM NEW 172967424 245,210 4,439,000 SH   SOLE 4,439,000 0 0
CITRIX SYS INC COM 177376100 9,121 130,000 SH   SOLE 130,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 16,298 2,900,000 SH   SOLE 2,900,000 0 0
CLEAN HARBORS INC COM 184496107 10,748 200,000 SH   SOLE 200,000 0 0
CLOROX CO DEL COM 189054109 6,449 62,000 SH   SOLE 62,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 997 214,000 SH   SOLE 214,000 0 0
CLUBCORP HLDGS INC COM 18948M108 3,785 158,500 SH   SOLE 158,500 0 0
CME GROUP INC COM 12572Q105 6,980 75,000 SH   SOLE 75,000 0 0
CMS ENERGY CORP COM 125896100 6,368 200,000 SH   SOLE 200,000 0 0
COCA COLA CO COM 191216100 165,354 4,215,000 SH   SOLE 4,215,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 57,528 1,700,000 SH   SOLE 1,700,000 0 0
COLGATE PALMOLIVE CO COM 194162103 84,641 1,294,000 SH   SOLE 1,294,000 0 0
COLONY CAP INC CL A 19624R106 566 25,000 SH   SOLE 25,000 0 0
COMCAST CORP NEW CL A SPL 20030N200 239,760 4,000,000 SH   SOLE 4,000,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 16,923 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTH SYS INC NEW RIGHT 01/27/2016 203668116 4 270,000 SH   SOLE 270,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 22,053 520,000 SH   SOLE 520,000 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 8,523 2,237,100 SH   SOLE 2,237,100 0 0
COMSTOCK RES INC COM NEW 205768203 266 80,000 SH   SOLE 80,000 0 0
CONAGRA FOODS INC COM 205887102 7,323 167,500 SH   SOLE 167,500 0 0
CONNECTICUT WTR SVC INC COM 207797101 1,537 45,000 SH   SOLE 45,000 0 0
CONNS INC COM 208242107 556 14,000 SH   SOLE 14,000 0 0
CONOCOPHILLIPS COM 20825C104 116,679 1,900,000 SH   SOLE 1,900,000 0 0
CONSOL ENERGY INC COM 20854P109 3,261 150,000 SH   SOLE 150,000 0 0
CONSOLIDATED EDISON INC COM 209115104 5,788 100,000 SH   SOLE 100,000 0 0
CON-WAY INC COM 205944101 5,372 140,000 SH   SOLE 140,000 0 0
COPA HOLDINGS SA CL A P31076105 10,639 128,819 SH   SOLE 128,819 0 0
CORNING INC COM 219350105 13,811 700,000 SH   SOLE 700,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 24,581 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 5,659 177,000 SH   SOLE 177,000 0 0
COVISINT CORP COM 22357R103 234 71,529 SH   SOLE 71,529 0 0
CRAY INC COM NEW 225223304 50,167 1,700,000 SH   SOLE 1,700,000 0 0
CREDICORP LTD COM G2519Y108 25,606 184,320 SH   SOLE 184,320 0 0
CROCS INC COM 227046109 368 25,000 SH   SOLE 25,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 39,066 486,500 SH   SOLE 486,500 0 0
CROWN HOLDINGS INC COM 228368106 476 9,000 SH   SOLE 9,000 0 0
CROWN MEDIA HLDGS INC CL A 228411104 6,780 1,500,000 SH   SOLE 1,500,000 0 0
CUBESMART COM 229663109 26,008 1,123,000 SH   SOLE 1,123,000 0 0
CUBIC CORP COM 229669106 38,064 800,000 SH   SOLE 800,000 0 0
CUI GLOBAL INC COM NEW 126576206 2,657 525,000 SH   SOLE 525,000 0 0
CUMULUS MEDIA INC CL A 231082108 13,094 6,450,000 SH   SOLE 6,450,000 0 0
CVS HEALTH CORP COM 126650100 74,983 714,943 SH   SOLE 714,943 0 0
CYBERONICS INC COM 23251P102 20,216 340,000 SH   SOLE 340,000 0 0
CYNOSURE INC CL A 232577205 19,290 500,000 SH   SOLE 500,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 7,224 614,250 SH   SOLE 614,250 0 0
CYRUSONE INC COM 23283R100 6,479 220,000 SH   SOLE 220,000 0 0
CYS INVTS INC COM 12673A108 387 50,000 SH   SOLE 50,000 0 0
CYTEC INDS INC COM 232820100 15,738 260,000 SH   SOLE 260,000 0 0
D R HORTON INC COM 23331A109 821 30,000 SH   SOLE 30,000 0 0
DANA HLDG CORP COM 235825205 41,160 2,000,000 SH   SOLE 2,000,000 0 0
DANAHER CORP DEL COM 235851102 9,415 110,000 SH   SOLE 110,000 0 0
DARDEN RESTAURANTS INC COM 237194105 9,951 140,000 SH   SOLE 140,000 0 0
DATAWATCH CORP COM NEW 237917208 6,003 860,000 SH   SOLE 860,000 0 0
DBX ETF TR XTRAK MSCI EAFE 233051200 71,550 2,500,000 SH   SOLE 2,500,000 0 0
DDR CORP COM 23317H102 10,220 661,000 SH   SOLE 661,000 0 0
DECKERS OUTDOOR CORP COM 243537107 10,220 142,000 SH   SOLE 142,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 48,269 1,175,000 SH   SOLE 1,175,000 0 0
DENBURY RES INC COM NEW 247916208 1,908 300,000 SH   SOLE 300,000 0 0
DENTSPLY INTL INC NEW COM 249030107 11,083 215,000 SH   SOLE 215,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 58,003 975,000 SH   SOLE 975,000 0 0
DIAMOND FOODS INC COM 252603105 23,849 760,000 SH   SOLE 760,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 2,039 79,000 SH   SOLE 79,000 0 0
DIAMOND RESORTS INTL INC COM 25272T104 947 30,000 SH   SOLE 30,000 0 0
DICKS SPORTING GOODS INC COM 253393102 1,139 22,000 SH   SOLE 22,000 0 0
DIGI INTL INC COM 253798102 2,865 300,000 SH   SOLE 300,000 0 0
DISCOVER FINL SVCS COM 254709108 56,324 977,500 SH   SOLE 977,500 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 6,838 220,000 SH   SOLE 220,000 0 0
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MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 4,208 110,000 SH   SOLE 110,000 0 0
MACERICH CO COM 554382101 39,986 536,000 SH   SOLE 536,000 0 0
MACYS INC COM 55616P104 10,289 152,500 SH   SOLE 152,500 0 0
MADDEN STEVEN LTD COM 556269108 6,235 145,750 SH   SOLE 145,750 0 0
MANPOWERGROUP INC COM 56418H100 10,681 119,500 SH   SOLE 119,500 0 0
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MARIN SOFTWARE INC COM 56804T106 270 40,000 SH   SOLE 40,000 0 0
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MARRIOTT INTL INC NEW CL A 571903202 1,488 20,000 SH   SOLE 20,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 19,335 341,000 SH   SOLE 341,000 0 0
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MASTEC INC COM 576323109 61,597 3,100,000 SH   SOLE 3,100,000 0 0
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MATTEL INC COM 577081102 2,569 100,000 SH   SOLE 100,000 0 0
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MCCORMICK & CO INC COM NON VTG 579780206 9,714 120,000 SH   SOLE 120,000 0 0
MCDERMOTT INTL INC COM 580037109 2,670 500,000 SH   SOLE 500,000 0 0
MCDONALDS CORP COM 580135101 52,565 552,913 SH   SOLE 552,913 0 0
MCKESSON CORP COM 58155Q103 33,722 150,000 SH   SOLE 150,000 0 0
MDU RES GROUP INC COM 552690109 1,953 100,000 SH   SOLE 100,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 58,284 646,026 SH   SOLE 646,026 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 1,246 95,000 SH   SOLE 95,000 0 0
MEDTRONIC PLC SHS G5960L103 67,711 913,780 SH   SOLE 913,780 0 0
MENTOR GRAPHICS CORP COM 587200106 6,872 260,000 SH   SOLE 260,000 0 0
MERCADOLIBRE INC COM 58733R102 9,446 66,665 SH   SOLE 66,665 0 0
MERCANTILE BANK CORP COM 587376104 1,014 47,339 SH   SOLE 47,339 0 0
MERCK & CO INC NEW COM 58933Y105 296,321 5,205,000 SH   SOLE 5,205,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 932 50,000 SH   SOLE 50,000 0 0
METLIFE INC COM 59156R108 101,454 1,812,000 SH   SOLE 1,812,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,862 68,000 SH   SOLE 68,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 14,939 315,000 SH   SOLE 315,000 0 0
MICRON TECHNOLOGY INC COM 595112103 40,506 2,150,000 SH   SOLE 2,150,000 0 0
MICROSEMI CORP COM 595137100 10,485 300,000 SH   SOLE 300,000 0 0
MICROSOFT CORP COM 594918104 507,725 11,500,000 SH   SOLE 11,500,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 2,551 15,000 SH   SOLE 15,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 5,097 70,000 SH   SOLE 70,000 0 0
MIDDLESEX WATER CO COM 596680108 3,046 135,000 SH   SOLE 135,000 0 0
MILLENNIAL MEDIA INC COM 60040N105 324 200,000 SH   SOLE 200,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 38,549 725,000 SH   SOLE 725,000 0 0
MOHAWK INDS INC COM 608190104 14,652 76,750 SH   SOLE 76,750 0 0
MONDELEZ INTL INC CL A 609207105 48,264 1,173,163 SH   SOLE 1,173,163 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 460 50,000 SH   SOLE 50,000 0 0
MONSANTO CO NEW COM 61166W101 15,989 150,000 SH   SOLE 150,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 41,546 310,000 SH   SOLE 310,000 0 0
MORGAN STANLEY COM NEW 617446448 71,762 1,850,000 SH   SOLE 1,850,000 0 0
MORGAN STANLEY INDIA INVS FD COM 61745C105 12,910 470,133 SH   SOLE 470,133 0 0
MOSAIC CO NEW COM 61945C103 39,120 835,000 SH   SOLE 835,000 0 0
MOTORCAR PTS AMER INC COM 620071100 5,266 175,000 SH   SOLE 175,000 0 0
MSA SAFETY INC COM 553498106 8,247 170,000 SH   SOLE 170,000 0 0
MSCI INC COM 55354G100 3,078 50,000 SH   SOLE 50,000 0 0
MURPHY OIL CORP COM 626717102 7,483 180,000 SH   SOLE 180,000 0 0
MYLAN N V SHS EURO N59465109 70,795 1,043,255 SH   SOLE 1,043,255 0 0
NABORS INDUSTRIES LTD SHS G6359F103 4,618 320,000 SH   SOLE 320,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 4,948 310,000 SH   SOLE 310,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 3,062 52,000 SH   SOLE 52,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 9,173 190,000 SH   SOLE 190,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,752 210,000 SH   SOLE 210,000 0 0
NEKTAR THERAPEUTICS COM 640268108 1,314 105,000 SH   SOLE 105,000 0 0
NETEASE INC SPONSORED ADR 64110W102 33,699 232,628 SH   SOLE 232,628 0 0
NETFLIX INC COM 64110L106 39,416 60,000 SH   SOLE 60,000 0 0
NEW HOME CO INC COM 645370107 1,292 75,000 SH   SOLE 75,000 0 0
NEW JERSEY RES COM 646025106 2,480 90,000 SH   SOLE 90,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,853 116,366 SH   SOLE 116,366 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,859 122,000 SH   SOLE 122,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 4,344 236,331 SH   SOLE 236,331 0 0
NEWELL RUBBERMAID INC COM 651229106 26,722 650,000 SH   SOLE 650,000 0 0
NEWFIELD EXPL CO COM 651290108 4,334 120,000 SH   SOLE 120,000 0 0
NEWMONT MINING CORP COM 651639106 17,520 750,000 SH   SOLE 750,000 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 1,789 220,000 SH   SOLE 220,000 0 0
NEWS CORP NEW CL A 65249B109 39,758 2,725,000 SH   SOLE 2,725,000 0 0
NEXTERA ENERGY INC COM 65339F101 80,384 820,000 SH   SOLE 820,000 0 0
NIC INC COM 62914B100 8,409 460,000 SH   SOLE 460,000 0 0
NIKE INC CL B 654106103 39,913 369,500 SH   SOLE 369,500 0 0
NISOURCE INC COM 65473P105 7,294 160,000 SH   SOLE 160,000 0 0
NOBLE CORP PLC SHS USD G65431101 4,463 290,000 SH   SOLE 290,000 0 0
NOBLE ENERGY INC COM 655044105 8,664 203,000 SH   SOLE 203,000 0 0
NORDSTROM INC COM 655664100 5,215 70,000 SH   SOLE 70,000 0 0
NORTHERN TR CORP COM 665859104 12,234 160,000 SH   SOLE 160,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 7,138 45,000 SH   SOLE 45,000 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 2,433 131,564 SH   SOLE 131,564 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 29,687 1,867,064 SH   SOLE 1,867,064 0 0
NOW INC COM 67011P100 1,493 75,000 SH   SOLE 75,000 0 0
NRG ENERGY INC COM NEW 629377508 38,917 1,700,938 SH   SOLE 1,700,938 0 0
NTN BUZZTIME INC COM NEW 629410309 53 230,000 SH   SOLE 230,000 0 0
NUMEREX CORP PA CL A 67053A102 512 60,000 SH   SOLE 60,000 0 0
NVE CORP COM NEW 629445206 1,568 20,000 SH   SOLE 20,000 0 0
NVIDIA CORP COM 67066G104 10,055 500,000 SH   SOLE 500,000 0 0
NXSTAGE MEDICAL INC COM 67072V103 1,096 76,700 SH   SOLE 76,700 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 29,553 380,000 SH   SOLE 380,000 0 0
OCEANEERING INTL INC COM 675232102 978 21,000 SH   SOLE 21,000 0 0
OCLARO INC COM NEW 67555N206 170 75,000 SH   SOLE 75,000 0 0
OFFICE DEPOT INC COM 676220106 1,438 166,050 SH   SOLE 166,050 0 0
OGE ENERGY CORP COM 670837103 2,857 100,000 SH   SOLE 100,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 15,436 225,000 SH   SOLE 225,000 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 1,699 49,500 SH   SOLE 49,500 0 0
OMNICARE INC COM 681904108 7,069 75,000 SH   SOLE 75,000 0 0
OMNICOM GROUP INC COM 681919106 6,949 100,000 SH   SOLE 100,000 0 0
ONEOK INC NEW COM 682680103 40,783 1,033,000 SH   SOLE 1,033,000 0 0
OPHTHOTECH CORP COM 683745103 911 17,500 SH   SOLE 17,500 0 0
ORACLE CORP COM 68389X105 84,630 2,100,000 SH   SOLE 2,100,000 0 0
ORBITAL ATK INC COM 68557N103 34,846 475,000 SH   SOLE 475,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102 5,275 140,000 SH   SOLE 140,000 0 0
OSI SYSTEMS INC COM 671044105 6,725 95,000 SH   SOLE 95,000 0 0
OXFORD INDS INC COM 691497309 5,509 63,000 SH   SOLE 63,000 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 31,184 718,700 SH   SOLE 718,700 0 0
PALO ALTO NETWORKS INC COM 697435105 41,928 240,000 SH   SOLE 240,000 0 0
PARAGON OFFSHORE PLC SHS G6S01W108 60 55,000 SH   SOLE 55,000 0 0
PARAMOUNT GROUP INC COM 69924R108 2,059 120,000 SH   SOLE 120,000 0 0
PARKE BANCORP INC COM 700885106 1,332 103,856 SH   SOLE 103,856 0 0
PARKWAY PPTYS INC COM 70159Q104 4,360 250,000 SH   SOLE 250,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,277 121,000 SH   SOLE 121,000 0 0
PCM INC COM 69323K100 1,856 185,000 SH   SOLE 185,000 0 0
PDL BIOPHARMA INC COM 69329Y104 804 125,000 SH   SOLE 125,000 0 0
PEABODY ENERGY CORP COM 704549104 657 300,000 SH   SOLE 300,000 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 20,279 472,934 SH   SOLE 472,934 0 0
PENN NATL GAMING INC COM 707569109 367 20,000 SH   SOLE 20,000 0 0
PENN VA CORP COM 707882106 788 180,000 SH   SOLE 180,000 0 0
PENNYMAC MTG INVT TR COM 70931T103 784 45,000 SH   SOLE 45,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 7,269 139,500 SH   SOLE 139,500 0 0
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PEPSICO INC COM 713448108 166,575 1,784,600 SH   SOLE 1,784,600 0 0
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PERKINELMER INC COM 714046109 5,264 100,000 SH   SOLE 100,000 0 0
PERRIGO CO PLC SHS G97822103 27,725 150,000 SH   SOLE 150,000 0 0
PFIZER INC COM 717081103 288,433 8,602,236 SH   SOLE 8,602,236 0 0
PG&E CORP COM 69331C108 14,386 293,000 SH   SOLE 293,000 0 0
PHARMERICA CORP COM 71714F104 500 15,000 SH   SOLE 15,000 0 0
PHILIP MORRIS INTL INC COM 718172109 131,559 1,641,000 SH   SOLE 1,641,000 0 0
PHILIPPINE LONG DISTANCE TEL SPONSORED ADR 718252604 23,755 381,300 SH   SOLE 381,300 0 0
PHILLIPS 66 COM 718546104 24,168 300,000 SH   SOLE 300,000 0 0
PHOTRONICS INC COM 719405102 1,807 190,000 SH   SOLE 190,000 0 0
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PIEDMONT NAT GAS INC COM 720186105 1,236 35,000 SH   SOLE 35,000 0 0
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PLUM CREEK TIMBER CO INC COM 729251108 16,634 410,000 SH   SOLE 410,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 102,062 1,067,031 SH   SOLE 1,067,031 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 15,126 280,000 SH   SOLE 280,000 0 0
POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 48,600 2,700,000 SH   SOLE 2,700,000 0 0
PPG INDS INC COM 693506107 10,898 95,000 SH   SOLE 95,000 0 0
PPL CORP COM 69351T106 55,993 1,900,000 SH   SOLE 1,900,000 0 0
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PRECISION CASTPARTS CORP COM 740189105 69,955 350,000 SH   SOLE 350,000 0 0
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PRICE T ROWE GROUP INC COM 74144T108 18,539 238,500 SH   SOLE 238,500 0 0
PRIMERICA INC COM 74164M108 23,302 510,000 SH   SOLE 510,000 0 0
PROCTER & GAMBLE CO COM 742718109 229,552 2,933,945 SH   SOLE 2,933,945 0 0
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PROLOGIS INC COM 74340W103 23,633 637,000 SH   SOLE 637,000 0 0
PROS HOLDINGS INC COM 74346Y103 19,421 920,000 SH   SOLE 920,000 0 0
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PTC INC COM 69370C100 106,652 2,600,000 SH   SOLE 2,600,000 0 0
PUBLIC STORAGE COM 74460D109 8,034 43,575 SH   SOLE 43,575 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 11,195 285,000 SH   SOLE 285,000 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 1,265 10,833 SH   SOLE 10,833 0 0
PVH CORP COM 693656100 4,723 41,000 SH   SOLE 41,000 0 0
QEP RES INC COM 74733V100 2,962 160,000 SH   SOLE 160,000 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 3,065 45,285 SH   SOLE 45,285 0 0
QLIK TECHNOLOGIES INC COM 74733T105 12,236 350,000 SH   SOLE 350,000 0 0
QORVO INC COM 74736K101 37,225 463,740 SH   SOLE 463,740 0 0
QUALCOMM INC COM 747525103 124,007 1,980,000 SH   SOLE 1,980,000 0 0
QUANTA SVCS INC COM 74762E102 33,143 1,150,000 SH   SOLE 1,150,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 3,989 55,000 SH   SOLE 55,000 0 0
QUESTAR CORP COM 748356102 3,659 175,000 SH   SOLE 175,000 0 0
RACKSPACE HOSTING INC COM 750086100 37,190 1,000,000 SH   SOLE 1,000,000 0 0
RAIT FINANCIAL TRUST COM NEW 749227609 1,253 205,000 SH   SOLE 205,000 0 0
RANGE RES CORP COM 75281A109 4,938 100,000 SH   SOLE 100,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 47,664 800,000 SH   SOLE 800,000 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 402 24,750 SH   SOLE 24,750 0 0
RAYONIER INC COM 754907103 1,533 60,000 SH   SOLE 60,000 0 0
RAYTHEON CO COM NEW 755111507 26,312 275,000 SH   SOLE 275,000 0 0
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RED HAT INC COM 756577102 11,390 150,000 SH   SOLE 150,000 0 0
REDWOOD TR INC COM 758075402 1,413 90,000 SH   SOLE 90,000 0 0
REGAL ENTMT GROUP CL A 758766109 20,910 1,000,000 SH   SOLE 1,000,000 0 0
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RELIANCE STEEL & ALUMINUM CO COM 759509102 4,536 75,000 SH   SOLE 75,000 0 0
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RESMED INC COM 761152107 1,759 31,200 SH   SOLE 31,200 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 5,360 54,900 SH   SOLE 54,900 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 8,263 529,000 SH   SOLE 529,000 0 0
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REXNORD CORP NEW COM 76169B102 40,886 1,710,000 SH   SOLE 1,710,000 0 0
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RIGNET INC COM 766582100 4,280 140,000 SH   SOLE 140,000 0 0
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ROCKET FUEL INC COM 773111109 410 50,000 SH   SOLE 50,000 0 0
ROCK-TENN CO CL A 772739207 62,608 1,040,000 SH   SOLE 1,040,000 0 0
ROUSE PPTYS INC COM 779287101 1,308 80,000 SH   SOLE 80,000 0 0
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RTI INTL METALS INC COM 74973W107 4,728 150,000 SH   SOLE 150,000 0 0
RYDER SYS INC COM 783549108 10,921 125,000 SH   SOLE 125,000 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 25,624 995,500 SH   SOLE 995,500 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 786449207 4,865 250,000 SH   SOLE 250,000 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300 2,952 78,000 SH   SOLE 78,000 0 0
SAIA INC COM 78709Y105 12,769 325,000 SH   SOLE 325,000 0 0
SALESFORCE COM INC COM 79466L302 52,223 750,000 SH   SOLE 750,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 474 15,000 SH   SOLE 15,000 0 0
SANDISK CORP COM 80004C101 4,075 70,000 SH   SOLE 70,000 0 0
SCANA CORP NEW COM 80589M102 5,572 110,000 SH   SOLE 110,000 0 0
SCHEIN HENRY INC COM 806407102 12,791 90,000 SH   SOLE 90,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 15,346 470,000 SH   SOLE 470,000 0 0
SCIQUEST INC NEW COM 80908T101 5,184 350,000 SH   SOLE 350,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 1,776 30,000 SH   SOLE 30,000 0 0
SEACHANGE INTL INC COM 811699107 1,893 270,000 SH   SOLE 270,000 0 0
SEMPRA ENERGY COM 816851109 11,873 120,000 SH   SOLE 120,000 0 0
SEQUENTIAL BRANDS GROUP INC COM NEW 817340201 16,807 1,099,200 SH   SOLE 1,099,200 0 0
SERVICENOW INC COM 81762P102 7,431 100,000 SH   SOLE 100,000 0 0
SEVENTY SEVEN ENERGY INC COM 818097107 138 32,142 SH   SOLE 32,142 0 0
SHERWIN WILLIAMS CO COM 824348106 1,375 5,000 SH   SOLE 5,000 0 0
SI FINL GROUP INC MD COM 78425V104 314 26,943 SH   SOLE 26,943 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 2,196 15,000 SH   SOLE 15,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 5,835 45,500 SH   SOLE 45,500 0 0
SIMON PPTY GROUP INC NEW COM 828806109 77,579 448,377 SH   SOLE 448,377 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 3,768 135,000 SH   SOLE 135,000 0 0
SKECHERS U S A INC CL A 830566105 10,924 99,500 SH   SOLE 99,500 0 0
SL GREEN RLTY CORP COM 78440X101 14,257 129,750 SH   SOLE 129,750 0 0
SM ENERGY CO COM 78454L100 1,384 30,000 SH   SOLE 30,000 0 0
SMUCKER J M CO COM NEW 832696405 6,999 64,556 SH   SOLE 64,556 0 0
SNYDERS-LANCE INC COM 833551104 3,550 110,000 SH   SOLE 110,000 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 3,980 167,000 SH   SOLE 167,000 0 0
SOUTH JERSEY INDS INC COM 838518108 1,731 70,000 SH   SOLE 70,000 0 0
SOUTHERN CO COM 842587107 19,903 475,000 SH   SOLE 475,000 0 0
SOUTHERN COPPER CORP COM 84265V105 2,214 75,293 SH   SOLE 75,293 0 0
SOUTHWEST AIRLS CO COM 844741108 74,453 2,250,000 SH   SOLE 2,250,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,864 170,000 SH   SOLE 170,000 0 0
SOVRAN SELF STORAGE INC COM 84610H108 2,607 30,000 SH   SOLE 30,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 33,711 300,000 SH   SOLE 300,000 0 0
SPDR SERIES TRUST DB INT GVT ETF 78464A490 13,453 245,000 SH   SOLE 245,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 13,998 300,000 SH   SOLE 300,000 0 0
SPECTRA ENERGY CORP COM 847560109 12,225 375,000 SH   SOLE 375,000 0 0
SPIRIT AIRLS INC COM 848577102 77,625 1,250,000 SH   SOLE 1,250,000 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,402 145,000 SH   SOLE 145,000 0 0
SPRINT CORP COM SER 1 85207U105 9,576 2,100,000 SH   SOLE 2,100,000 0 0
ST JUDE MED INC COM 790849103 73,070 1,000,000 SH   SOLE 1,000,000 0 0
STAG INDL INC COM 85254J102 5,400 270,000 SH   SOLE 270,000 0 0
STAGE STORES INC COM NEW 85254C305 701 40,000 SH   SOLE 40,000 0 0
STARBUCKS CORP COM 855244109 51,470 960,000 SH   SOLE 960,000 0 0
STARWOOD PPTY TR INC COM 85571B105 11,411 529,000 SH   SOLE 529,000 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 6,907 290,700 SH   SOLE 290,700 0 0
STATE STR CORP COM 857477103 23,716 308,000 SH   SOLE 308,000 0 0
STEEL DYNAMICS INC COM 858119100 3,522 170,000 SH   SOLE 170,000 0 0
STEELCASE INC CL A 858155203 1,267 67,000 SH   SOLE 67,000 0 0
STIFEL FINL CORP COM 860630102 34,644 600,000 SH   SOLE 600,000 0 0
STRATASYS LTD SHS M85548101 31,437 900,000 SH   SOLE 900,000 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 4,242 350,000 SH   SOLE 350,000 0 0
STRYKER CORP COM 863667101 4,301 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 703 348,000 SH   SOLE 348,000 0 0
SUMMIT MATLS INC CL A 86614U100 11,093 435,000 SH   SOLE 435,000 0 0
SUN CMNTYS INC COM 866674104 11,748 190,000 SH   SOLE 190,000 0 0
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SUNEDISON INC COM 86732Y109 2,991 100,000 SH   SOLE 100,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 627 41,786 SH   SOLE 41,786 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,578 75,000 SH   SOLE 75,000 0 0
SVB FINL GROUP COM 78486Q101 13,678 95,000 SH   SOLE 95,000 0 0
SYMANTEC CORP COM 871503108 9,300 400,000 SH   SOLE 400,000 0 0
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SYNOPSYS INC COM 871607107 10,637 210,000 SH   SOLE 210,000 0 0
SYSCO CORP COM 871829107 12,021 333,000 SH   SOLE 333,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 110,877 4,882,263 SH   SOLE 4,882,263 0 0
TAL ED GROUP ADS REPSTG COM 874080104 5,210 147,591 SH   SOLE 147,591 0 0
TAL INTL GROUP INC COM 874083108 38,552 1,220,000 SH   SOLE 1,220,000 0 0
TALEN ENERGY CORP COM 87422J105 750 43,717 SH   SOLE 43,717 0 0
TARGET CORP COM 87612E106 28,969 354,880 SH   SOLE 354,880 0 0
TASER INTL INC COM 87651B104 16,655 500,000 SH   SOLE 500,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 5,177 150,181 SH   SOLE 150,181 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 3,125 153,495 SH   SOLE 153,495 0 0
TE CONNECTIVITY LTD REG SHS H84989104 61,728 960,000 SH   SOLE 960,000 0 0
TECO ENERGY INC COM 872375100 4,256 241,000 SH   SOLE 241,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,974 141,700 SH   SOLE 141,700 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 81,756 1,412,500 SH   SOLE 1,412,500 0 0
TERADYNE INC COM 880770102 1,447 75,000 SH   SOLE 75,000 0 0
TERRENO RLTY CORP COM 88146M101 1,675 85,000 SH   SOLE 85,000 0 0
TESLA MTRS INC COM 88160R101 37,556 140,000 SH   SOLE 140,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 29,568 500,300 SH   SOLE 500,300 0 0
TEXAS INSTRS INC COM 882508104 38,633 750,000 SH   SOLE 750,000 0 0
THE ADT CORPORATION COM 00101J106 1,679 50,000 SH   SOLE 50,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 1,633 125,459 SH   SOLE 125,459 0 0
THERAVANCE INC COM 88338T104 7,935 439,108 SH   SOLE 439,108 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,976 100,000 SH   SOLE 100,000 0 0
THOR INDS INC COM 885160101 3,940 70,000 SH   SOLE 70,000 0 0
TIFFANY & CO NEW COM 886547108 6,793 74,000 SH   SOLE 74,000 0 0
TIME INC NEW COM 887228104 1,726 75,000 SH   SOLE 75,000 0 0
TIME WARNER INC COM NEW 887317303 96,151 1,100,000 SH   SOLE 1,100,000 0 0
TITAN INTL INC ILL COM 88830M102 3,866 360,000 SH   SOLE 360,000 0 0
TIVO INC COM 888706108 3,650 360,000 SH   SOLE 360,000 0 0
TJX COS INC NEW COM 872540109 31,447 475,250 SH   SOLE 475,250 0 0
TOLL BROTHERS INC COM 889478103 56,712 1,485,000 SH   SOLE 1,485,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 2,951 91,330 SH   SOLE 91,330 0 0
TRACTOR SUPPLY CO COM 892356106 7,375 82,000 SH   SOLE 82,000 0 0
TRADE STR RESIDENTIAL INC COM NEW 89255N203 950 142,650 SH   SOLE 142,650 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,708 230,000 SH   SOLE 230,000 0 0
TRAVELCENTERS AMER LLC COM 894174101 21,830 1,470,000 SH   SOLE 1,470,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 18,036 186,595 SH   SOLE 186,595 0 0
TREEHOUSE FOODS INC COM 89469A104 36,464 450,000 SH   SOLE 450,000 0 0
TREX CO INC COM 89531P105 2,966 60,000 SH   SOLE 60,000 0 0
TRI POINTE HOMES INC COM 87265H109 5,406 353,336 SH   SOLE 353,336 0 0
TRINET GROUP INC COM 896288107 3,803 150,000 SH   SOLE 150,000 0 0
TRINITY INDS INC COM 896522109 48,896 1,850,000 SH   SOLE 1,850,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 34,975 530,000 SH   SOLE 530,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 6,712 104,000 SH   SOLE 104,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 6,444 200,000 SH   SOLE 200,000 0 0
TWITTER INC COM 90184L102 12,315 340,000 SH   SOLE 340,000 0 0
TYCO INTL PLC SHS G91442106 12,181 316,550 SH   SOLE 316,550 0 0
U M H PROPERTIES INC COM 903002103 1,323 135,000 SH   SOLE 135,000 0 0
U S G CORP COM NEW 903293405 20,148 725,000 SH   SOLE 725,000 0 0
UCP INC CL A 90265Y106 1,213 160,000 SH   SOLE 160,000 0 0
UDR INC COM 902653104 641 20,000 SH   SOLE 20,000 0 0
UIL HLDG CORP COM 902748102 2,291 50,000 SH   SOLE 50,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 8,912 57,700 SH   SOLE 57,700 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,869 300,000 SH   SOLE 300,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 962 9,400 SH   SOLE 9,400 0 0
UNDER ARMOUR INC CL A 904311107 73,269 878,100 SH   SOLE 878,100 0 0
UNION PAC CORP COM 907818108 84,403 885,000 SH   SOLE 885,000 0 0
UNITED CONTL HLDGS INC COM 910047109 9,012 170,000 SH   SOLE 170,000 0 0
UNITED NAT FOODS INC COM 911163103 54,447 855,000 SH   SOLE 855,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 65,899 680,000 SH   SOLE 680,000 0 0
UNITED RENTALS INC COM 911363109 63,524 725,000 SH   SOLE 725,000 0 0
UNITED STATES STL CORP NEW COM 912909108 8,764 425,000 SH   SOLE 425,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 133,116 1,200,000 SH   SOLE 1,200,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 116,538 955,228 SH   SOLE 955,228 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 9,829 190,000 SH   SOLE 190,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 16,342 115,000 SH   SOLE 115,000 0 0
URBAN EDGE PPTYS COM 91704F104 348 16,750 SH   SOLE 16,750 0 0
URBAN OUTFITTERS INC COM 917047102 3,378 96,500 SH   SOLE 96,500 0 0
US BANCORP DEL COM NEW 902973304 47,379 1,091,671 SH   SOLE 1,091,671 0 0
UTI WORLDWIDE INC ORD G87210103 6,244 625,000 SH   SOLE 625,000 0 0
VALE S A ADR 91912E105 7,277 1,235,557 SH   SOLE 1,235,557 0 0
VALERO ENERGY CORP NEW COM 91913Y100 18,780 300,000 SH   SOLE 300,000 0 0
VALSPAR CORP COM 920355104 19,637 240,000 SH   SOLE 240,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 492,604 12,050,000 SH   SOLE 12,050,000 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 79,300 2,000,000 SH   SOLE 2,000,000 0 0
VECTREN CORP COM 92240G101 2,694 70,000 SH   SOLE 70,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 2,003 185,499 SH   SOLE 185,499 0 0
VENTAS INC COM 92276F100 9,090 146,400 SH   SOLE 146,400 0 0
VERA BRADLEY INC COM 92335C106 304 27,000 SH   SOLE 27,000 0 0
VERIFONE SYS INC COM 92342Y109 20,036 590,000 SH   SOLE 590,000 0 0
VERISIGN INC COM 92343E102 7,406 120,000 SH   SOLE 120,000 0 0
VERISK ANALYTICS INC COM 92345Y106 9,095 125,000 SH   SOLE 125,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 84,993 1,823,500 SH   SOLE 1,823,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,409 60,000 SH   SOLE 60,000 0 0
VIACOM INC NEW CL B 92553P201 64,640 1,000,000 SH   SOLE 1,000,000 0 0
VIASAT INC COM 92552V100 3,314 55,000 SH   SOLE 55,000 0 0
VISA INC COM CL A 92826C839 166,532 2,480,000 SH   SOLE 2,480,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 914 60,714 SH   SOLE 60,714 0 0
VISTA OUTDOOR INC COM 928377100 7,633 170,000 SH   SOLE 170,000 0 0
VIVUS INC COM 928551100 3,540 1,500,000 SH   SOLE 1,500,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 3,370 35,500 SH   SOLE 35,500 0 0
W P CAREY INC COM 92936U109 10,139 172,000 SH   SOLE 172,000 0 0
WABASH NATL CORP COM 929566107 15,048 1,200,000 SH   SOLE 1,200,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 36,883 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 112,353 1,584,000 SH   SOLE 1,584,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 18,666 360,000 SH   SOLE 360,000 0 0
WAYFAIR INC CL A 94419L101 6,775 180,000 SH   SOLE 180,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 2,927 120,000 SH   SOLE 120,000 0 0
WEB COM GROUP INC COM 94733A104 2,906 120,000 SH   SOLE 120,000 0 0
WEC ENERGY GROUP INC COM 92939U106 6,853 152,400 SH   SOLE 152,400 0 0
WELLS FARGO & CO NEW COM 949746101 380,857 6,772,000 SH   SOLE 6,772,000 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 18,938 1,250,000 SH   SOLE 1,250,000 0 0
WESTAR ENERGY INC COM 95709T100 2,738 80,000 SH   SOLE 80,000 0 0
WESTERN DIGITAL CORP COM 958102105 7,175 91,500 SH   SOLE 91,500 0 0
WESTERN UN CO COM 959802109 4,066 200,000 SH   SOLE 200,000 0 0
WEYERHAEUSER CO COM 962166104 56,682 1,799,432 SH   SOLE 1,799,432 0 0
WEYERHAEUSER CO PREF CONV SER A 962166872 5,200 100,000 SH   SOLE 100,000 0 0
WGL HLDGS INC COM 92924F106 2,443 45,000 SH   SOLE 45,000 0 0
WHEELER REAL ESTATE INVT TR COM 963025101 132 65,000 SH   SOLE 65,000 0 0
WHIRLPOOL CORP COM 963320106 48,887 282,500 SH   SOLE 282,500 0 0
WHITESTONE REIT COM 966084204 2,571 197,500 SH   SOLE 197,500 0 0
WHOLE FOODS MKT INC COM 966837106 46,933 1,190,000 SH   SOLE 1,190,000 0 0
WILLIAMS COS INC DEL COM 969457100 23,530 410,000 SH   SOLE 410,000 0 0
WISDOMTREE INVTS INC COM 97717P104 28,555 1,300,000 SH   SOLE 1,300,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 187,044 3,270,000 SH   SOLE 3,270,000 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 175,532 2,850,000 SH   SOLE 2,850,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 2,970 180,000 SH   SOLE 180,000 0 0
WP GLIMCHER IN COM 92939N102 2,617 193,438 SH   SOLE 193,438 0 0
WPX ENERGY INC COM 98212B103 2,272 185,000 SH   SOLE 185,000 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 2,314 54,750 SH   SOLE 54,750 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 11,549 141,000 SH   SOLE 141,000 0 0
XCEL ENERGY INC COM 98389B100 9,976 310,000 SH   SOLE 310,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 749 65,000 SH   SOLE 65,000 0 0
XENOPORT INC COM 98411C100 3,427 559,082 SH   SOLE 559,082 0 0
XL GROUP PLC SHS G98290102 10,416 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 7,358 450,000 SH   SOLE 450,000 0 0
XPO LOGISTICS INC COM 983793100 28,238 625,000 SH   SOLE 625,000 0 0
YAHOO INC COM 984332106 43,219 1,100,000 SH   SOLE 1,100,000 0 0
YANDEX N V SHS CLASS A N97284108 6,445 423,445 SH   SOLE 423,445 0 0
YELP INC CL A 985817105 34,424 800,000 SH   SOLE 800,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 22,343 814,554 SH   SOLE 814,554 0 0
YUM BRANDS INC COM 988498101 25,493 283,000 SH   SOLE 283,000 0 0
YY INC ADS REPCOM CLA 98426T106 871 12,528 SH   SOLE 12,528 0 0
ZAIS FINL CORP COM 98886K108 6,444 398,500 SH   SOLE 398,500 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 11,524 105,500 SH   SOLE 105,500 0 0
ZOETIS INC CL A 98978V103 74,849 1,552,234 SH   SOLE 1,552,234 0 0