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
3-D SYS CORP DEL COM NEW 88554D205 17,000 620,000 SH   SOLE 620,000 0 0
ABBOTT LABS COM 002824100 99,193 2,141,000 SH   SOLE 2,141,000 0 0
ABBVIE INC COM 00287Y109 87,576 1,496,000 SH   SOLE 1,496,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 13,071 374,746 SH   SOLE 374,746 0 0
ACCELERON PHARMA INC COM 00434H108 685 18,000 SH   SOLE 18,000 0 0
ACCO BRANDS CORP COM 00081T108 1,762 212,000 SH   SOLE 212,000 0 0
ACE LTD SHS H0023R105 13,379 120,000 SH   SOLE 120,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 2,995 90,000 SH   SOLE 90,000 0 0
ACTAVIS PLC SHS G0083B108 132,948 446,705 SH   SOLE 446,705 0 0
ACTIVISION BLIZZARD INC COM 00507V109 47,723 2,100,000 SH   SOLE 2,100,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,635 93,500 SH   SOLE 93,500 0 0
ADTRAN INC COM 00738A106 2,334 125,000 SH   SOLE 125,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 11,077 74,000 SH   SOLE 74,000 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 14,049 1,951,300 SH   SOLE 1,951,300 0 0
AECOM COM 00766T100 58,866 1,910,000 SH   SOLE 1,910,000 0 0
AES CORP COM 00130H105 7,389 575,000 SH   SOLE 575,000 0 0
AETNA INC NEW COM 00817Y108 110,271 1,035,120 SH   SOLE 1,035,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 4,296 20,000 SH   SOLE 20,000 0 0
AFLAC INC COM 001055102 48,007 750,000 SH   SOLE 750,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 10,388 250,000 SH   SOLE 250,000 0 0
AGL RES INC COM 001204106 3,476 70,000 SH   SOLE 70,000 0 0
AGREE REALTY CORP COM 008492100 8,457 256,500 SH   SOLE 256,500 0 0
AK STL HLDG CORP COM 001547108 8,940 2,000,000 SH   SOLE 2,000,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 31,260 440,000 SH   SOLE 440,000 0 0
AKORN INC COM 009728106 713 15,000 SH   SOLE 15,000 0 0
ALASKA AIR GROUP INC COM 011659109 52,613 795,000 SH   SOLE 795,000 0 0
ALBEMARLE CORP COM 012653101 7,133 135,000 SH   SOLE 135,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 4,966 115,000 SH   SOLE 115,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,941 81,000 SH   SOLE 81,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,827 70,000 SH   SOLE 70,000 0 0
ALKERMES PLC SHS G01767105 2,744 45,000 SH   SOLE 45,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,651 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,301 110,000 SH   SOLE 110,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 2,039 33,333 SH   SOLE 33,333 0 0
ALLIANCE ONE INTL INC COM 018772103 660 600,000 SH   SOLE 600,000 0 0
ALLIANT ENERGY CORP COM 018802108 4,095 65,000 SH   SOLE 65,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 837 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 20,714 291,054 SH   SOLE 291,054 0 0
ALTERA CORP COM 021441100 22,528 525,000 SH   SOLE 525,000 0 0
ALTRIA GROUP INC COM 02209S103 114,646 2,292,000 SH   SOLE 2,292,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 11,542 211,167 SH   SOLE 211,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 438 187,000 SH   SOLE 187,000 0 0
AMAZON COM INC COM 023135106 146,980 395,000 SH   SOLE 395,000 0 0
AMBER RD INC COM 02318Y108 555 60,000 SH   SOLE 60,000 0 0
AMBEV SA SPONSORED ADR 02319V103 21,254 3,689,900 SH   SOLE 3,689,900 0 0
AMC NETWORKS INC CL A 00164V103 43,685 570,000 SH   SOLE 570,000 0 0
AMEREN CORP COM 023608102 6,203 147,000 SH   SOLE 147,000 0 0
AMERESCO INC CL A 02361E108 925 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 8,867 433,390 SH   SOLE 433,390 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 19,529 370,000 SH   SOLE 370,000 0 0
AMERICAN APPAREL INC COM 023850100 207 295,000 SH   SOLE 295,000 0 0
AMERICAN ASSETS TR INC COM 024013104 21,639 500,000 SH   SOLE 500,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 21,956 850,000 SH   SOLE 850,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 21,286 496,516 SH   SOLE 496,516 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,793 105,000 SH   SOLE 105,000 0 0
AMERICAN ELEC PWR INC COM 025537101 14,344 255,000 SH   SOLE 255,000 0 0
AMERICAN EXPRESS CO COM 025816109 58,902 754,000 SH   SOLE 754,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 84,486 1,542,000 SH   SOLE 1,542,000 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 4,750 482,250 SH   SOLE 482,250 0 0
AMERICAN STS WTR CO COM 029899101 997 25,000 SH   SOLE 25,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 90,432 960,500 SH   SOLE 960,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 813 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 130,055 994,000 SH   SOLE 994,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 20,461 180,000 SH   SOLE 180,000 0 0
AMGEN INC COM 031162100 92,930 581,355 SH   SOLE 581,355 0 0
ANADARKO PETE CORP COM 032511107 25,257 305,000 SH   SOLE 305,000 0 0
ANALOG DEVICES INC COM 032654105 62,370 990,000 SH   SOLE 990,000 0 0
ANGIODYNAMICS INC COM 03475V101 1,156 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 8,819 100,000 SH   SOLE 100,000 0 0
ANTHEM INC COM 036752103 10,809 70,000 SH   SOLE 70,000 0 0
AON PLC SHS CL A G0408V102 25,472 265,000 SH   SOLE 265,000 0 0
APACHE CORP COM 037411105 12,368 205,000 SH   SOLE 205,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 5,117 130,000 SH   SOLE 130,000 0 0
APPLE INC COM 037833100 955,622 7,680,000 SH   SOLE 7,680,000 0 0
APPLIED MATLS INC COM 038222105 25,718 1,140,000 SH   SOLE 1,140,000 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 765 150,000 SH   SOLE 150,000 0 0
AQUA AMERICA INC COM 03836W103 3,346 127,000 SH   SOLE 127,000 0 0
ARBOR RLTY TR INC COM 038923108 1,361 195,000 SH   SOLE 195,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 20,855 338,556 SH   SOLE 338,556 0 0
ARCH COAL INC COM 039380100 400 400,000 SH   SOLE 400,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 45,079 951,026 SH   SOLE 951,026 0 0
ARES COML REAL ESTATE CORP COM 04013V108 1,105 100,000 SH   SOLE 100,000 0 0
ARISTA NETWORKS INC COM 040413106 3,174 45,000 SH   SOLE 45,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 5,460 95,000 SH   SOLE 95,000 0 0
ARQULE INC COM 04269E107 501 223,774 SH   SOLE 223,774 0 0
ARRAY BIOPHARMA INC COM 04269X105 1,953 265,000 SH   SOLE 265,000 0 0
ARRIS GROUP INC NEW COM 04270V106 2,890 100,000 SH   SOLE 100,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 4,730 282,000 SH   SOLE 282,000 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 1,636 170,000 SH   SOLE 170,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 5,004 130,000 SH   SOLE 130,000 0 0
ASSOCIATED ESTATES RLTY CORP COM 045604105 1,481 60,000 SH   SOLE 60,000 0 0
ASTEC INDS INC COM 046224101 38,592 900,000 SH   SOLE 900,000 0 0
AT&T INC COM 00206R102 25,647 785,500 SH   SOLE 785,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 15,487 360,000 SH   SOLE 360,000 0 0
ATMEL CORP COM 049513104 27,571 3,350,000 SH   SOLE 3,350,000 0 0
ATMOS ENERGY CORP COM 049560105 2,765 50,000 SH   SOLE 50,000 0 0
AUSPEX PHARMACEUTICALS INC COM 05211J102 4,352 43,400 SH   SOLE 43,400 0 0
AUTODESK INC COM 052769106 17,006 290,000 SH   SOLE 290,000 0 0
AUTOZONE INC COM 053332102 9,618 14,100 SH   SOLE 14,100 0 0
AVALONBAY CMNTYS INC COM 053484101 17,512 100,500 SH   SOLE 100,500 0 0
AVID TECHNOLOGY INC COM 05367P100 2,459 165,000 SH   SOLE 165,000 0 0
AVIV REIT INC MD COM 05381L101 2,008 55,000 SH   SOLE 55,000 0 0
AVNET INC COM 053807103 20,470 460,000 SH   SOLE 460,000 0 0
AVON PRODS INC COM 054303102 2,876 360,000 SH   SOLE 360,000 0 0
AVX CORP NEW COM 002444107 3,282 230,000 SH   SOLE 230,000 0 0
AXIALL CORP COM 05463D100 3,521 75,000 SH   SOLE 75,000 0 0
B/E AEROSPACE INC COM 073302101 57,894 910,000 SH   SOLE 910,000 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 64,180 2,000,000 SH   SOLE 2,000,000 0 0
BAIDU INC SPON ADR REP A 056752108 29,906 143,500 SH   SOLE 143,500 0 0
BAKER HUGHES INC COM 057224107 23,216 365,147 SH   SOLE 365,147 0 0
BALLANTYNE STRONG INC COM 058516105 2,627 580,000 SH   SOLE 580,000 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 1,955 90,195 SH   SOLE 90,195 0 0
BANK AMER CORP COM 060505104 187,727 12,198,000 SH   SOLE 12,198,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 24,110 599,167 SH   SOLE 599,167 0 0
BANKRATE INC DEL COM 06647F102 19,278 1,700,000 SH   SOLE 1,700,000 0 0
BARD C R INC COM 067383109 4,184 25,000 SH   SOLE 25,000 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 1,351 195,000 SH   SOLE 195,000 0 0
BAXTER INTL INC COM 071813109 24,386 356,000 SH   SOLE 356,000 0 0
BB&T CORP COM 054937107 5,654 145,000 SH   SOLE 145,000 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,523 298,000 SH   SOLE 298,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 19,492 1,100,000 SH   SOLE 1,100,000 0 0
BECTON DICKINSON & CO COM 075887109 15,705 109,374 SH   SOLE 109,374 0 0
BED BATH & BEYOND INC COM 075896100 269 3,500 SH   SOLE 3,500 0 0
BEL FUSE INC CL B 077347300 1,618 85,000 SH   SOLE 85,000 0 0
BEMIS INC COM 081437105 11,809 255,000 SH   SOLE 255,000 0 0
BERKLEY W R CORP COM 084423102 5,450 107,905 SH   SOLE 107,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 20,663 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 187,616 1,300,000 SH   SOLE 1,300,000 0 0
BEST BUY INC COM 086516101 5,959 157,700 SH   SOLE 157,700 0 0
BIOGEN INC COM 09062X103 77,475 183,485 SH   SOLE 183,485 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 21 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 24,464 485,000 SH   SOLE 485,000 0 0
BLACKROCK INC COM 09247X101 105,362 288,000 SH   SOLE 288,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 3,889 100,000 SH   SOLE 100,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 1,277 45,000 SH   SOLE 45,000 0 0
BOEING CO COM 097023105 45,024 300,000 SH   SOLE 300,000 0 0
BORGWARNER INC COM 099724106 15,120 250,000 SH   SOLE 250,000 0 0
BOSTON BEER INC CL A 100557107 11,097 41,500 SH   SOLE 41,500 0 0
BOSTON PROPERTIES INC COM 101121101 34,459 245,300 SH   SOLE 245,300 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,176 855,000 SH   SOLE 855,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 4,395 275,000 SH   SOLE 275,000 0 0
BRIGGS & STRATTON CORP COM 109043109 3,081 150,000 SH   SOLE 150,000 0 0
BRIGHTCOVE INC COM 10921T101 5,131 700,000 SH   SOLE 700,000 0 0
BRINKS CO COM 109696104 1,934 70,000 SH   SOLE 70,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 116,870 1,811,938 SH   SOLE 1,811,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 5,709 215,000 SH   SOLE 215,000 0 0
BROOKDALE SR LIVING INC COM 112463104 2,832 75,000 SH   SOLE 75,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,908 54,246 SH   SOLE 54,246 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 606 25,000 SH   SOLE 25,000 0 0
BSQUARE CORP COM NEW 11776U300 1,266 270,000 SH   SOLE 270,000 0 0
BURLINGTON STORES INC COM 122017106 5,496 92,500 SH   SOLE 92,500 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 612 55,000 SH   SOLE 55,000 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 5,490 300,000 SH   SOLE 300,000 0 0
CABOT OIL & GAS CORP COM 127097103 8,416 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 11,433 620,000 SH   SOLE 620,000 0 0
CALAVO GROWERS INC COM 128246105 39,079 760,000 SH   SOLE 760,000 0 0
CALGON CARBON CORP COM 129603106 16,856 800,000 SH   SOLE 800,000 0 0
CALIFORNIA RES CORP COM 13057Q107 3,272 430,000 SH   SOLE 430,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,103 45,000 SH   SOLE 45,000 0 0
CALPINE CORP COM NEW 131347304 915 40,000 SH   SOLE 40,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 1,328 17,000 SH   SOLE 17,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 7,445 165,000 SH   SOLE 165,000 0 0
CAMPBELL SOUP CO COM 134429109 20,482 440,000 SH   SOLE 440,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 62,268 790,000 SH   SOLE 790,000 0 0
CAPITAL SR LIVING CORP COM 140475104 13,878 535,000 SH   SOLE 535,000 0 0
CARDINAL HEALTH INC COM 14149Y108 23,470 260,000 SH   SOLE 260,000 0 0
CARMAX INC COM 143130102 1,725 25,000 SH   SOLE 25,000 0 0
CARMIKE CINEMAS INC COM 143436400 3,024 90,000 SH   SOLE 90,000 0 0
CARTER INC COM 146229109 7,351 79,500 SH   SOLE 79,500 0 0
CASH AMER INTL INC COM 14754D100 2,330 100,000 SH   SOLE 100,000 0 0
CAVIUM INC COM 14964U108 14,164 200,000 SH   SOLE 200,000 0 0
CBRE GROUP INC CL A 12504L109 13,355 345,000 SH   SOLE 345,000 0 0
CBS CORP NEW CL B 124857202 23,039 380,000 SH   SOLE 380,000 0 0
CELGENE CORP COM 151020104 84,155 730,000 SH   SOLE 730,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 11,427 410,000 SH   SOLE 410,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 25,616 2,704,955 SH   SOLE 2,704,955 0 0
CENTERPOINT ENERGY INC COM 15189T107 6,123 300,000 SH   SOLE 300,000 0 0
CERNER CORP COM 156782104 16,117 220,000 SH   SOLE 220,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,965 50,000 SH   SOLE 50,000 0 0
CHART INDS INC COM PAR $0.01 16115Q308 30,691 875,000 SH   SOLE 875,000 0 0
CHATHAM LODGING TR COM 16208T102 11,723 398,600 SH   SOLE 398,600 0 0
CHECKPOINT SYS INC COM 162825103 2,164 200,000 SH   SOLE 200,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,870 50,000 SH   SOLE 50,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 50,268 3,550,000 SH   SOLE 3,550,000 0 0
CHEVRON CORP NEW COM 166764100 91,858 875,000 SH   SOLE 875,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 23,891 485,000 SH   SOLE 485,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 41,213 633,754 SH   SOLE 633,754 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 41,635 64,000 SH   SOLE 64,000 0 0
CHUBB CORP COM 171232101 35,587 352,000 SH   SOLE 352,000 0 0
CHURCH & DWIGHT INC COM 171340102 36,944 432,500 SH   SOLE 432,500 0 0
CIENA CORP COM NEW 171779309 9,655 500,000 SH   SOLE 500,000 0 0
CIGNA CORPORATION COM 125509109 24,229 187,182 SH   SOLE 187,182 0 0
CIMAREX ENERGY CO COM 171798101 6,330 55,000 SH   SOLE 55,000 0 0
CINEDIGM CORP COM 172406100 5,508 3,400,000 SH   SOLE 3,400,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 22,535 500,000 SH   SOLE 500,000 0 0
CIRRUS LOGIC INC COM 172755100 2,495 75,000 SH   SOLE 75,000 0 0
CISCO SYS INC COM 17275R102 163,774 5,950,000 SH   SOLE 5,950,000 0 0
CIT GROUP INC COM NEW 125581801 58,656 1,300,000 SH   SOLE 1,300,000 0 0
CITIGROUP INC COM NEW 172967424 232,304 4,509,000 SH   SOLE 4,509,000 0 0
CITRIX SYS INC COM 177376100 14,690 230,000 SH   SOLE 230,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 16,005 3,000,000 SH   SOLE 3,000,000 0 0
CLEAN HARBORS INC COM 184496107 13,627 240,000 SH   SOLE 240,000 0 0
CLOROX CO DEL COM 189054109 6,844 62,000 SH   SOLE 62,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 1,245 214,000 SH   SOLE 214,000 0 0
CLUBCORP HLDGS INC COM 18948M108 2,246 116,000 SH   SOLE 116,000 0 0
CME GROUP INC COM 12572Q105 7,103 75,000 SH   SOLE 75,000 0 0
CMS ENERGY CORP COM 125896100 6,982 200,000 SH   SOLE 200,000 0 0
COACH INC COM 189754104 1,305 31,500 SH   SOLE 31,500 0 0
COCA COLA CO COM 191216100 203,156 5,010,000 SH   SOLE 5,010,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 60,061 1,700,000 SH   SOLE 1,700,000 0 0
COLGATE PALMOLIVE CO COM 194162103 91,113 1,314,000 SH   SOLE 1,314,000 0 0
COLONY FINL INC COM 19624R106 1,296 50,000 SH   SOLE 50,000 0 0
COMCAST CORP NEW CL A SPL 20030N200 156,983 2,800,000 SH   SOLE 2,800,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 14,050 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTH SYS INC NEW RIGHT 01/27/2016 203668116 6 270,000 SH   SOLE 270,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 22,724 520,000 SH   SOLE 520,000 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 9,150 2,237,100 SH   SOLE 2,237,100 0 0
COMSTOCK RES INC COM NEW 205768203 286 80,000 SH   SOLE 80,000 0 0
CONAGRA FOODS INC COM 205887102 6,119 167,500 SH   SOLE 167,500 0 0
CONNECTICUT WTR SVC INC COM 207797101 1,635 45,000 SH   SOLE 45,000 0 0
CONNS INC COM 208242107 727 24,000 SH   SOLE 24,000 0 0
CONOCOPHILLIPS COM 20825C104 116,115 1,865,000 SH   SOLE 1,865,000 0 0
CONSOL ENERGY INC COM 20854P109 4,184 150,000 SH   SOLE 150,000 0 0
CONSOLIDATED EDISON INC COM 209115104 6,100 100,000 SH   SOLE 100,000 0 0
CONTAINER STORE GROUP INC COM 210751103 476 25,000 SH   SOLE 25,000 0 0
COPA HOLDINGS SA CL A P31076105 13,007 128,819 SH   SOLE 128,819 0 0
CORNING INC COM 219350105 15,876 700,000 SH   SOLE 700,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 27,572 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 4,296 177,000 SH   SOLE 177,000 0 0
COVISINT CORP COM 22357R103 145 71,529 SH   SOLE 71,529 0 0
CRAY INC COM NEW 225223304 47,736 1,700,000 SH   SOLE 1,700,000 0 0
CREDICORP LTD COM G2519Y108 23,478 166,949 SH   SOLE 166,949 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 38,505 466,500 SH   SOLE 466,500 0 0
CROWN HOLDINGS INC COM 228368106 486 9,000 SH   SOLE 9,000 0 0
CROWN MEDIA HLDGS INC CL A 228411104 6,000 1,500,000 SH   SOLE 1,500,000 0 0
CUBESMART COM 229663109 25,623 1,061,000 SH   SOLE 1,061,000 0 0
CUBIC CORP COM 229669106 41,416 800,000 SH   SOLE 800,000 0 0
CUI GLOBAL INC COM NEW 126576206 3,077 525,000 SH   SOLE 525,000 0 0
CUMULUS MEDIA INC CL A 231082108 15,932 6,450,000 SH   SOLE 6,450,000 0 0
CVS HEALTH CORP COM 126650100 78,950 764,943 SH   SOLE 764,943 0 0
CYNOSURE INC CL A 232577205 15,335 500,000 SH   SOLE 500,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 8,667 614,250 SH   SOLE 614,250 0 0
CYRUSONE INC COM 23283R100 6,224 200,000 SH   SOLE 200,000 0 0
CYS INVTS INC COM 12673A108 446 50,000 SH   SOLE 50,000 0 0
CYTEC INDS INC COM 232820100 17,563 325,000 SH   SOLE 325,000 0 0
DANA HLDG CORP COM 235825205 42,320 2,000,000 SH   SOLE 2,000,000 0 0
DANAHER CORP DEL COM 235851102 15,282 180,000 SH   SOLE 180,000 0 0
DARDEN RESTAURANTS INC COM 237194105 9,708 140,000 SH   SOLE 140,000 0 0
DATAWATCH CORP COM NEW 237917208 5,839 860,000 SH   SOLE 860,000 0 0
DBX ETF TR DBXTR HAR CS 300 233051879 16,656 400,000 SH   SOLE 400,000 0 0
DDR CORP COM 23317H102 15,287 821,000 SH   SOLE 821,000 0 0
DECKERS OUTDOOR CORP COM 243537107 18,727 257,000 SH   SOLE 257,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 44,960 1,000,000 SH   SOLE 1,000,000 0 0
DENBURY RES INC COM NEW 247916208 2,187 300,000 SH   SOLE 300,000 0 0
DENTSPLY INTL INC NEW COM 249030107 10,941 215,000 SH   SOLE 215,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 68,452 1,135,000 SH   SOLE 1,135,000 0 0
DIAMOND FOODS INC COM 252603105 26,056 800,000 SH   SOLE 800,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 2,116 79,000 SH   SOLE 79,000 0 0
DICKS SPORTING GOODS INC COM 253393102 1,938 34,000 SH   SOLE 34,000 0 0
DIGI INTL INC COM 253798102 2,994 300,000 SH   SOLE 300,000 0 0
DIRECTV COM 25490A309 72,335 850,000 SH   SOLE 850,000 0 0
DISCOVER FINL SVCS COM 254709108 52,828 937,500 SH   SOLE 937,500 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 30,065 1,020,000 SH   SOLE 1,020,000 0 0
DISH NETWORK CORP CL A 25470M109 56,048 800,000 SH   SOLE 800,000 0 0
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MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 4,099 110,000 SH   SOLE 110,000 0 0
MACERICH CO COM 554382101 25,383 301,000 SH   SOLE 301,000 0 0
MACYS INC COM 55616P104 9,737 150,000 SH   SOLE 150,000 0 0
MADDEN STEVEN LTD COM 556269108 5,425 142,750 SH   SOLE 142,750 0 0
MANPOWERGROUP INC COM 56418H100 4,308 50,000 SH   SOLE 50,000 0 0
MARATHON OIL CORP COM 565849106 10,748 411,644 SH   SOLE 411,644 0 0
MARATHON PETE CORP COM 56585A102 14,335 140,000 SH   SOLE 140,000 0 0
MARCUS & MILLICHAP INC COM 566324109 4,310 115,000 SH   SOLE 115,000 0 0
MARIN SOFTWARE INC COM 56804T106 252 40,000 SH   SOLE 40,000 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 10,032 550,000 SH   SOLE 550,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 19,127 341,000 SH   SOLE 341,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 73,395 525,000 SH   SOLE 525,000 0 0
MASTEC INC COM 576323109 58,865 3,050,000 SH   SOLE 3,050,000 0 0
MASTERCARD INC CL A 57636Q104 58,313 675,000 SH   SOLE 675,000 0 0
MATTEL INC COM 577081102 2,285 100,000 SH   SOLE 100,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 12,338 160,000 SH   SOLE 160,000 0 0
MCDERMOTT INTL INC COM 580037109 8,640 2,250,000 SH   SOLE 2,250,000 0 0
MCDONALDS CORP COM 580135101 124,033 1,272,913 SH   SOLE 1,272,913 0 0
MCKESSON CORP COM 58155Q103 33,930 150,000 SH   SOLE 150,000 0 0
MDU RES GROUP INC COM 552690109 2,134 100,000 SH   SOLE 100,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 34,786 346,026 SH   SOLE 346,026 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 1,253 85,000 SH   SOLE 85,000 0 0
MEDTRONIC PLC SHS G5960L103 74,385 953,780 SH   SOLE 953,780 0 0
MENTOR GRAPHICS CORP COM 587200106 6,248 260,000 SH   SOLE 260,000 0 0
MERCADOLIBRE INC COM 58733R102 6,384 52,107 SH   SOLE 52,107 0 0
MERCANTILE BANK CORP COM 587376104 925 47,339 SH   SOLE 47,339 0 0
MERCK & CO INC NEW COM 58933Y105 304,931 5,305,000 SH   SOLE 5,305,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 954 50,000 SH   SOLE 50,000 0 0
METLIFE INC COM 59156R108 95,691 1,893,000 SH   SOLE 1,893,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 4,471 68,000 SH   SOLE 68,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 12,225 250,000 SH   SOLE 250,000 0 0
MICRON TECHNOLOGY INC COM 595112103 18,991 700,000 SH   SOLE 700,000 0 0
MICROSEMI CORP COM 595137100 10,620 300,000 SH   SOLE 300,000 0 0
MICROSOFT CORP COM 594918104 479,729 11,800,000 SH   SOLE 11,800,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 2,538 15,000 SH   SOLE 15,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103 5,830 75,450 SH   SOLE 75,450 0 0
MIDDLESEX WATER CO COM 596680108 3,073 135,000 SH   SOLE 135,000 0 0
MILLENNIAL MEDIA INC COM 60040N105 290 200,000 SH   SOLE 200,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 24,377 580,000 SH   SOLE 580,000 0 0
MOHAWK INDS INC COM 608190104 13,746 74,000 SH   SOLE 74,000 0 0
MOLYCORP INC DEL COM 608753109 39 100,000 SH   SOLE 100,000 0 0
MONDELEZ INTL INC CL A 609207105 42,339 1,173,163 SH   SOLE 1,173,163 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 432 50,000 SH   SOLE 50,000 0 0
MONSANTO CO NEW COM 61166W101 42,765 380,000 SH   SOLE 380,000 0 0
MONSTER BEVERAGE CORP COM 611740101 44,286 320,000 SH   SOLE 320,000 0 0
MORGAN STANLEY COM NEW 617446448 62,458 1,750,000 SH   SOLE 1,750,000 0 0
MORGAN STANLEY INDIA INVS FD COM 61745C105 16,271 583,833 SH   SOLE 583,833 0 0
MOSAIC CO NEW COM 61945C103 43,066 935,000 SH   SOLE 935,000 0 0
MOTORCAR PTS AMER INC COM 620071100 4,863 175,000 SH   SOLE 175,000 0 0
MSA SAFETY INC COM 553498106 8,480 170,000 SH   SOLE 170,000 0 0
MSCI INC COM 55354G100 3,066 50,000 SH   SOLE 50,000 0 0
MURPHY OIL CORP COM 626717102 8,388 180,000 SH   SOLE 180,000 0 0
MYLAN N V SHS EURO N59465109 54,795 923,255 SH   SOLE 923,255 0 0
NABORS INDUSTRIES LTD SHS G6359F103 4,368 320,000 SH   SOLE 320,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 4,681 310,000 SH   SOLE 310,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 3,137 52,000 SH   SOLE 52,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 9,498 190,000 SH   SOLE 190,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 22,125 750,000 SH   SOLE 750,000 0 0
NEKTAR THERAPEUTICS COM 640268108 1,155 105,000 SH   SOLE 105,000 0 0
NETEASE INC SPONSORED ADR 64110W102 38,340 364,100 SH   SOLE 364,100 0 0
NETFLIX INC COM 64110L106 45,836 110,000 SH   SOLE 110,000 0 0
NEW HOME CO INC COM 645370107 1,196 75,000 SH   SOLE 75,000 0 0
NEW JERSEY RES COM 646025106 2,795 90,000 SH   SOLE 90,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,383 92,000 SH   SOLE 92,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 3,954 236,331 SH   SOLE 236,331 0 0
NEW YORK REIT INC COM 64976L109 524 50,000 SH   SOLE 50,000 0 0
NEWELL RUBBERMAID INC COM 651229106 25,396 650,000 SH   SOLE 650,000 0 0
NEWFIELD EXPL CO COM 651290108 4,211 120,000 SH   SOLE 120,000 0 0
NEWMONT MINING CORP COM 651639106 20,842 960,000 SH   SOLE 960,000 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 2,004 220,000 SH   SOLE 220,000 0 0
NEWS CORP NEW CL A 65249B109 35,622 2,225,000 SH   SOLE 2,225,000 0 0
NEXTERA ENERGY INC COM 65339F101 85,321 820,000 SH   SOLE 820,000 0 0
NIC INC COM 62914B100 8,128 460,000 SH   SOLE 460,000 0 0
NIKE INC CL B 654106103 42,841 427,000 SH   SOLE 427,000 0 0
NISOURCE INC COM 65473P105 7,066 160,000 SH   SOLE 160,000 0 0
NOBLE CORP PLC SHS USD G65431101 4,141 290,000 SH   SOLE 290,000 0 0
NOBLE ENERGY INC COM 655044105 9,927 203,000 SH   SOLE 203,000 0 0
NORDSTROM INC COM 655664100 6,827 85,000 SH   SOLE 85,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 27,788 270,000 SH   SOLE 270,000 0 0
NORTHERN TR CORP COM 665859104 11,144 160,000 SH   SOLE 160,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 7,243 45,000 SH   SOLE 45,000 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 3,071 131,564 SH   SOLE 131,564 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 32,563 1,797,064 SH   SOLE 1,797,064 0 0
NOW INC COM 67011P100 1,623 75,000 SH   SOLE 75,000 0 0
NRG ENERGY INC COM NEW 629377508 47,885 1,900,938 SH   SOLE 1,900,938 0 0
NTN BUZZTIME INC COM NEW 629410309 97 230,000 SH   SOLE 230,000 0 0
NUMEREX CORP PA CL A 67053A102 684 60,000 SH   SOLE 60,000 0 0
NVE CORP COM NEW 629445206 1,378 20,000 SH   SOLE 20,000 0 0
NVIDIA CORP COM 67066G104 10,463 500,000 SH   SOLE 500,000 0 0
NXSTAGE MEDICAL INC COM 67072V103 1,327 76,700 SH   SOLE 76,700 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 31,390 430,000 SH   SOLE 430,000 0 0
OCEANEERING INTL INC COM 675232102 1,133 21,000 SH   SOLE 21,000 0 0
OCLARO INC COM NEW 67555N206 149 75,000 SH   SOLE 75,000 0 0
OFFICE DEPOT INC COM 676220106 1,758 191,050 SH   SOLE 191,050 0 0
OGE ENERGY CORP COM 670837103 1,581 50,000 SH   SOLE 50,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 1,867 24,150 SH   SOLE 24,150 0 0
OMNICARE INC COM 681904108 5,780 75,000 SH   SOLE 75,000 0 0
OMNICOM GROUP INC COM 681919106 7,798 100,000 SH   SOLE 100,000 0 0
ONE GAS INC COM 68235P108 1,210 28,000 SH   SOLE 28,000 0 0
ONEOK INC NEW COM 682680103 45,973 953,000 SH   SOLE 953,000 0 0
OPHTHOTECH CORP COM 683745103 814 17,500 SH   SOLE 17,500 0 0
ORACLE CORP COM 68389X105 21,575 500,000 SH   SOLE 500,000 0 0
ORBITAL ATK INC COM 68557N103 39,464 515,000 SH   SOLE 515,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102 5,323 140,000 SH   SOLE 140,000 0 0
OSI SYSTEMS INC COM 671044105 7,055 95,000 SH   SOLE 95,000 0 0
OXFORD INDS INC COM 691497309 4,678 62,000 SH   SOLE 62,000 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 27,927 641,400 SH   SOLE 641,400 0 0
PALO ALTO NETWORKS INC COM 697435105 51,128 350,000 SH   SOLE 350,000 0 0
PARAGON OFFSHORE PLC SHS G6S01W108 72 55,000 SH   SOLE 55,000 0 0
PARAMOUNT GROUP INC COM 69924R108 2,123 110,000 SH   SOLE 110,000 0 0
PARKE BANCORP INC COM 700885106 1,309 103,856 SH   SOLE 103,856 0 0
PARKWAY PPTYS INC COM 70159Q104 4,164 240,000 SH   SOLE 240,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,272 121,000 SH   SOLE 121,000 0 0
PCM INC COM 69323K100 1,728 185,000 SH   SOLE 185,000 0 0
PDL BIOPHARMA INC COM 69329Y104 879 125,000 SH   SOLE 125,000 0 0
PEABODY ENERGY CORP COM 704549104 1,476 300,000 SH   SOLE 300,000 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 20,394 437,934 SH   SOLE 437,934 0 0
PENN NATL GAMING INC COM 707569109 313 20,000 SH   SOLE 20,000 0 0
PENN VA CORP COM 707882106 1,166 180,000 SH   SOLE 180,000 0 0
PENNYMAC MTG INVT TR COM 70931T103 958 45,000 SH   SOLE 45,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 7,183 139,500 SH   SOLE 139,500 0 0
PENTAIR PLC SHS G7S00T104 35,218 560,000 SH   SOLE 560,000 0 0
PEPCO HOLDINGS INC COM 713291102 2,683 100,000 SH   SOLE 100,000 0 0
PEPSICO INC COM 713448108 180,205 1,884,600 SH   SOLE 1,884,600 0 0
PERFORMANCE SPORTS GROUP LTD COM 71377G100 4,592 235,500 SH   SOLE 235,500 0 0
PERKINELMER INC COM 714046109 5,114 100,000 SH   SOLE 100,000 0 0
PERRIGO CO PLC SHS G97822103 56,287 340,000 SH   SOLE 340,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1,102 183,426 SH   SOLE 183,426 0 0
PFIZER INC COM 717081103 303,273 8,717,236 SH   SOLE 8,717,236 0 0
PG&E CORP COM 69331C108 15,550 293,000 SH   SOLE 293,000 0 0
PHARMACYCLICS INC COM 716933106 2,560 10,000 SH   SOLE 10,000 0 0
PHARMERICA CORP COM 71714F104 423 15,000 SH   SOLE 15,000 0 0
PHILIP MORRIS INTL INC COM 718172109 131,150 1,741,000 SH   SOLE 1,741,000 0 0
PHILIPPINE LONG DISTANCE TEL SPONSORED ADR 718252604 23,827 381,300 SH   SOLE 381,300 0 0
PHILLIPS 66 COM 718546104 23,580 300,000 SH   SOLE 300,000 0 0
PHOTRONICS INC COM 719405102 1,615 190,000 SH   SOLE 190,000 0 0
PHYSICIANS RLTY TR COM 71943U104 6,445 366,000 SH   SOLE 366,000 0 0
PIEDMONT NAT GAS INC COM 720186105 1,292 35,000 SH   SOLE 35,000 0 0
PIER 1 IMPORTS INC COM 720279108 5,312 380,000 SH   SOLE 380,000 0 0
PINNACLE WEST CAP CORP COM 723484101 2,869 45,000 SH   SOLE 45,000 0 0
PIONEER NAT RES CO COM 723787107 13,244 81,000 SH   SOLE 81,000 0 0
PLUM CREEK TIMBER CO INC COM 729251108 22,594 520,000 SH   SOLE 520,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 86,437 927,031 SH   SOLE 927,031 0 0
PNM RES INC COM 69349H107 1,314 45,000 SH   SOLE 45,000 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 18,001 280,000 SH   SOLE 280,000 0 0
POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 46,089 2,700,000 SH   SOLE 2,700,000 0 0
PPG INDS INC COM 693506107 15,788 70,000 SH   SOLE 70,000 0 0
PPL CORP COM 69351T106 65,637 1,950,000 SH   SOLE 1,950,000 0 0
PRAXAIR INC COM 74005P104 24,148 200,000 SH   SOLE 200,000 0 0
PRECISION CASTPARTS CORP COM 740189105 73,500 350,000 SH   SOLE 350,000 0 0
PREFERRED APT CMNTYS INC COM 74039L103 2,164 200,000 SH   SOLE 200,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 19,314 238,500 SH   SOLE 238,500 0 0
PRIMERICA INC COM 74164M108 25,959 510,000 SH   SOLE 510,000 0 0
PROCTER & GAMBLE CO COM 742718109 242,456 2,958,945 SH   SOLE 2,958,945 0 0
PROGRESSIVE CORP OHIO COM 743315103 8,160 300,000 SH   SOLE 300,000 0 0
PROLOGIS INC COM 74340W103 28,837 662,000 SH   SOLE 662,000 0 0
PROS HOLDINGS INC COM 74346Y103 22,733 920,000 SH   SOLE 920,000 0 0
PROVIDENT FINL SVCS INC COM 74386T105 933 50,000 SH   SOLE 50,000 0 0
PRUDENTIAL FINL INC COM 744320102 120,505 1,500,500 SH   SOLE 1,500,500 0 0
PTC INC COM 69370C100 90,425 2,500,000 SH   SOLE 2,500,000 0 0
PUBLIC STORAGE COM 74460D109 10,168 51,575 SH   SOLE 51,575 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 11,947 285,000 SH   SOLE 285,000 0 0
PULTE GROUP INC COM 745867101 1,323 59,500 SH   SOLE 59,500 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 2,558 10,833 SH   SOLE 10,833 0 0
PVH CORP COM 693656100 4,369 41,000 SH   SOLE 41,000 0 0
QEP RES INC COM 74733V100 3,336 160,000 SH   SOLE 160,000 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 2,319 45,285 SH   SOLE 45,285 0 0
QLIK TECHNOLOGIES INC COM 74733T105 10,896 350,000 SH   SOLE 350,000 0 0
QORVO INC COM 74736K101 24,208 303,740 SH   SOLE 303,740 0 0
QUALCOMM INC COM 747525103 137,293 1,980,000 SH   SOLE 1,980,000 0 0
QUANTA SVCS INC COM 74762E102 32,810 1,150,000 SH   SOLE 1,150,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 7,301 95,000 SH   SOLE 95,000 0 0
QUESTAR CORP COM 748356102 4,176 175,000 SH   SOLE 175,000 0 0
RANGE RES CORP COM 75281A109 5,204 100,000 SH   SOLE 100,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 45,424 800,000 SH   SOLE 800,000 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 369 24,750 SH   SOLE 24,750 0 0
RAYONIER INC COM 754907103 1,618 60,000 SH   SOLE 60,000 0 0
RAYTHEON CO COM NEW 755111507 30,044 275,000 SH   SOLE 275,000 0 0
REALNETWORKS INC COM NEW 75605L708 202 30,000 SH   SOLE 30,000 0 0
RED HAT INC COM 756577102 11,363 150,000 SH   SOLE 150,000 0 0
REDWOOD TR INC COM 758075402 1,608 90,000 SH   SOLE 90,000 0 0
REGAL ENTMT GROUP CL A 758766109 22,840 1,000,000 SH   SOLE 1,000,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 24,570 2,600,000 SH   SOLE 2,600,000 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 7,481 80,272 SH   SOLE 80,272 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 12,216 200,000 SH   SOLE 200,000 0 0
RENTRAK CORP COM 760174102 25,002 450,000 SH   SOLE 450,000 0 0
REPUBLIC SVCS INC COM 760759100 203 5,000 SH   SOLE 5,000 0 0
RESMED INC COM 761152107 2,240 31,200 SH   SOLE 31,200 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 2,172 21,900 SH   SOLE 21,900 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 8,949 489,000 SH   SOLE 489,000 0 0
REVANCE THERAPEUTICS INC COM 761330109 539 26,000 SH   SOLE 26,000 0 0
REXFORD INDL RLTY INC COM 76169C100 6,562 415,000 SH   SOLE 415,000 0 0
REXNORD CORP NEW COM 76169B102 43,238 1,620,000 SH   SOLE 1,620,000 0 0
REYNOLDS AMERICAN INC COM 761713106 22,947 333,000 SH   SOLE 333,000 0 0
RIGNET INC COM 766582100 5,718 200,000 SH   SOLE 200,000 0 0
ROBERT HALF INTL INC COM 770323103 16,461 272,000 SH   SOLE 272,000 0 0
ROCKET FUEL INC COM 773111109 460 50,000 SH   SOLE 50,000 0 0
ROCK-TENN CO CL A 772739207 59,985 930,000 SH   SOLE 930,000 0 0
ROUSE PPTYS INC COM 779287101 1,517 80,000 SH   SOLE 80,000 0 0
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RTI INTL METALS INC COM 74973W107 9,875 275,000 SH   SOLE 275,000 0 0
RYDER SYS INC COM 783549108 14,234 150,000 SH   SOLE 150,000 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 34,062 1,027,500 SH   SOLE 1,027,500 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 786449207 4,520 250,000 SH   SOLE 250,000 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300 3,474 78,000 SH   SOLE 78,000 0 0
SAIA INC COM 78709Y105 3,323 75,000 SH   SOLE 75,000 0 0
SALESFORCE COM INC COM 79466L302 3,341 50,000 SH   SOLE 50,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 1,547 45,000 SH   SOLE 45,000 0 0
SANDERSON FARMS INC COM 800013104 30,267 380,000 SH   SOLE 380,000 0 0
SANDISK CORP COM 80004C101 40,080 630,000 SH   SOLE 630,000 0 0
SCANA CORP NEW COM 80589M102 6,049 110,000 SH   SOLE 110,000 0 0
SCHEIN HENRY INC COM 806407102 12,566 90,000 SH   SOLE 90,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 14,307 470,000 SH   SOLE 470,000 0 0
SCIQUEST INC NEW COM 80908T101 6,772 400,000 SH   SOLE 400,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 4,030 60,000 SH   SOLE 60,000 0 0
SEACHANGE INTL INC COM 811699107 2,120 270,000 SH   SOLE 270,000 0 0
SEMPRA ENERGY COM 816851109 13,082 120,000 SH   SOLE 120,000 0 0
SEQUENTIAL BRANDS GROUP INC COM NEW 817340201 11,761 1,099,200 SH   SOLE 1,099,200 0 0
SERVICENOW INC COM 81762P102 7,878 100,000 SH   SOLE 100,000 0 0
SEVENTY SEVEN ENERGY INC COM 818097107 133 32,142 SH   SOLE 32,142 0 0
SI FINL GROUP INC MD COM 78425V104 327 26,943 SH   SOLE 26,943 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,944 15,000 SH   SOLE 15,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,927 35,500 SH   SOLE 35,500 0 0
SIMON PPTY GROUP INC NEW COM 828806109 83,416 426,377 SH   SOLE 426,377 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 4,240 135,000 SH   SOLE 135,000 0 0
SKECHERS U S A INC CL A 830566105 7,155 99,500 SH   SOLE 99,500 0 0
SL GREEN RLTY CORP COM 78440X101 14,732 114,750 SH   SOLE 114,750 0 0
SM ENERGY CO COM 78454L100 1,550 30,000 SH   SOLE 30,000 0 0
SMUCKER J M CO COM NEW 832696405 7,471 64,556 SH   SOLE 64,556 0 0
SNYDERS-LANCE INC COM 833551104 3,516 110,000 SH   SOLE 110,000 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 4,407 177,000 SH   SOLE 177,000 0 0
SONUS NETWORKS INC COM NEW 835916503 118 15,000 SH   SOLE 15,000 0 0
SOUTH JERSEY INDS INC COM 838518108 1,900 35,000 SH   SOLE 35,000 0 0
SOUTHERN CO COM 842587107 21,033 475,000 SH   SOLE 475,000 0 0
SOUTHWEST AIRLS CO COM 844741108 22,150 500,000 SH   SOLE 500,000 0 0
SOUTHWEST GAS CORP COM 844895102 2,036 35,000 SH   SOLE 35,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,942 170,000 SH   SOLE 170,000 0 0
SOVRAN SELF STORAGE INC COM 84610H108 611 6,500 SH   SOLE 6,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 34,098 300,000 SH   SOLE 300,000 0 0
SPDR SERIES TRUST DB INT GVT ETF 78464A490 13,367 245,000 SH   SOLE 245,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 15,498 300,000 SH   SOLE 300,000 0 0
SPECTRA ENERGY CORP COM 847560109 13,564 375,000 SH   SOLE 375,000 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,510 125,000 SH   SOLE 125,000 0 0
SPRINT CORP COM SER 1 85207U105 5,688 1,200,000 SH   SOLE 1,200,000 0 0
ST JUDE MED INC COM 790849103 65,400 1,000,000 SH   SOLE 1,000,000 0 0
STAG INDL INC COM 85254J102 6,350 270,000 SH   SOLE 270,000 0 0
STARBUCKS CORP COM 855244109 26,516 280,000 SH   SOLE 280,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 6,680 80,000 SH   SOLE 80,000 0 0
STARWOOD PPTY TR INC COM 85571B105 14,677 604,000 SH   SOLE 604,000 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 7,515 290,700 SH   SOLE 290,700 0 0
STATE STR CORP COM 857477103 22,647 308,000 SH   SOLE 308,000 0 0
STEEL DYNAMICS INC COM 858119100 5,528 275,000 SH   SOLE 275,000 0 0
STEELCASE INC CL A 858155203 1,269 67,000 SH   SOLE 67,000 0 0
STEIN MART INC COM 858375108 623 50,000 SH   SOLE 50,000 0 0
STIFEL FINL CORP COM 860630102 34,565 620,000 SH   SOLE 620,000 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 3,232 260,000 SH   SOLE 260,000 0 0
STRYKER CORP COM 863667101 4,151 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 751 278,000 SH   SOLE 278,000 0 0
SUMMIT MATLS INC CL A 86614U100 13,290 600,000 SH   SOLE 600,000 0 0
SUN CMNTYS INC COM 866674104 12,677 190,000 SH   SOLE 190,000 0 0
SUNCOKE ENERGY INC COM 86722A103 598 40,000 SH   SOLE 40,000 0 0
SUNEDISON INC COM 86732Y109 2,400 100,000 SH   SOLE 100,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 447 26,786 SH   SOLE 26,786 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,676 75,000 SH   SOLE 75,000 0 0
SVB FINL GROUP COM 78486Q101 12,069 95,000 SH   SOLE 95,000 0 0
SYMANTEC CORP COM 871503108 9,346 400,000 SH   SOLE 400,000 0 0
SYNAPTICS INC COM 87157D109 4,065 50,000 SH   SOLE 50,000 0 0
SYNOPSYS INC COM 871607107 9,727 210,000 SH   SOLE 210,000 0 0
SYSCO CORP COM 871829107 12,564 333,000 SH   SOLE 333,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 116,769 4,973,147 SH   SOLE 4,973,147 0 0
TAL ED GROUP ADS REPSTG COM 874080104 4,903 147,591 SH   SOLE 147,591 0 0
TAL INTL GROUP INC COM 874083108 48,876 1,200,000 SH   SOLE 1,200,000 0 0
TARGET CORP COM 87612E106 29,125 354,880 SH   SOLE 354,880 0 0
TASER INTL INC COM 87651B104 43,398 1,800,000 SH   SOLE 1,800,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 6,414 142,346 SH   SOLE 142,346 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 3,200 153,495 SH   SOLE 153,495 0 0
TE CONNECTIVITY LTD REG SHS H84989104 78,782 1,100,000 SH   SOLE 1,100,000 0 0
TECO ENERGY INC COM 872375100 4,675 241,000 SH   SOLE 241,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 2,167 141,700 SH   SOLE 141,700 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 67,953 1,372,500 SH   SOLE 1,372,500 0 0
TERADATA CORP DEL COM 88076W103 3,311 75,000 SH   SOLE 75,000 0 0
TERADYNE INC COM 880770102 6,598 350,000 SH   SOLE 350,000 0 0
TERRENO RLTY CORP COM 88146M101 1,938 85,000 SH   SOLE 85,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 31,169 500,300 SH   SOLE 500,300 0 0
TEXAS INSTRS INC COM 882508104 42,889 750,000 SH   SOLE 750,000 0 0
THE ADT CORPORATION COM 00101J106 2,076 50,000 SH   SOLE 50,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 2,177 125,459 SH   SOLE 125,459 0 0
THERAVANCE INC COM 88338T104 6,903 439,108 SH   SOLE 439,108 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,434 100,000 SH   SOLE 100,000 0 0
THOR INDS INC COM 885160101 4,425 70,000 SH   SOLE 70,000 0 0
TIFFANY & CO NEW COM 886547108 6,513 74,000 SH   SOLE 74,000 0 0
TIME INC NEW COM 887228104 1,683 75,000 SH   SOLE 75,000 0 0
TIME WARNER INC COM NEW 887317303 116,527 1,380,000 SH   SOLE 1,380,000 0 0
TITAN INTL INC ILL COM 88830M102 10,296 1,100,000 SH   SOLE 1,100,000 0 0
TIVO INC COM 888706108 3,820 360,000 SH   SOLE 360,000 0 0
TJX COS INC NEW COM 872540109 33,291 475,250 SH   SOLE 475,250 0 0
TOLL BROTHERS INC COM 889478103 42,802 1,088,000 SH   SOLE 1,088,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 3,098 91,330 SH   SOLE 91,330 0 0
TRACTOR SUPPLY CO COM 892356106 6,975 82,000 SH   SOLE 82,000 0 0
TRADE STR RESIDENTIAL INC COM NEW 89255N203 1,021 142,650 SH   SOLE 142,650 0 0
TRANSDIGM GROUP INC COM 893641100 22,419 102,500 SH   SOLE 102,500 0 0
TRANSOCEAN LTD REG SHS H8817H100 8,514 580,351 SH   SOLE 580,351 0 0
TRAVELCENTERS AMER LLC COM 894174101 26,421 1,515,000 SH   SOLE 1,515,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 23,420 216,595 SH   SOLE 216,595 0 0
TREEHOUSE FOODS INC COM 89469A104 27,206 320,000 SH   SOLE 320,000 0 0
TREX CO INC COM 89531P105 3,817 70,000 SH   SOLE 70,000 0 0
TRI POINTE HOMES INC COM 87265H109 5,452 353,336 SH   SOLE 353,336 0 0
TRINET GROUP INC COM 896288107 10,569 300,000 SH   SOLE 300,000 0 0
TRINITY INDS INC COM 896522109 53,798 1,515,000 SH   SOLE 1,515,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 62,706 1,050,000 SH   SOLE 1,050,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 7,178 104,000 SH   SOLE 104,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 62,472 1,900,000 SH   SOLE 1,900,000 0 0
TYCO INTL PLC SHS G91442106 13,631 316,550 SH   SOLE 316,550 0 0
U M H PROPERTIES INC COM 903002103 1,712 170,000 SH   SOLE 170,000 0 0
U S G CORP COM NEW 903293405 19,358 725,000 SH   SOLE 725,000 0 0
UCP INC CL A 90265Y106 1,392 160,000 SH   SOLE 160,000 0 0
UDR INC COM 902653104 1,089 32,000 SH   SOLE 32,000 0 0
UIL HLDG CORP COM 902748102 2,571 50,000 SH   SOLE 50,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 8,704 57,700 SH   SOLE 57,700 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 2,145 300,000 SH   SOLE 300,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 584 9,400 SH   SOLE 9,400 0 0
ULTRATECH INC COM 904034105 3,468 200,000 SH   SOLE 200,000 0 0
UNDER ARMOUR INC CL A 904311107 68,121 843,600 SH   SOLE 843,600 0 0
UNION PAC CORP COM 907818108 24,911 230,000 SH   SOLE 230,000 0 0
UNITED CONTL HLDGS INC COM 910047109 3,363 50,000 SH   SOLE 50,000 0 0
UNITED NAT FOODS INC COM 911163103 65,098 845,000 SH   SOLE 845,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 65,919 680,000 SH   SOLE 680,000 0 0
UNITED RENTALS INC COM 911363109 69,281 760,000 SH   SOLE 760,000 0 0
UNITED STATES STL CORP NEW COM 912909108 10,370 425,000 SH   SOLE 425,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 140,640 1,200,000 SH   SOLE 1,200,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 56,806 480,228 SH   SOLE 480,228 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 8,883 190,000 SH   SOLE 190,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 13,537 115,000 SH   SOLE 115,000 0 0
URBAN EDGE PPTYS COM 91704F104 397 16,750 SH   SOLE 16,750 0 0
URBAN OUTFITTERS INC COM 917047102 4,109 90,000 SH   SOLE 90,000 0 0
US BANCORP DEL COM NEW 902973304 47,673 1,091,671 SH   SOLE 1,091,671 0 0
UTI WORLDWIDE INC ORD G87210103 6,150 500,000 SH   SOLE 500,000 0 0
VAIL RESORTS INC COM 91879Q109 3,103 30,000 SH   SOLE 30,000 0 0
VALE S A ADR 91912E105 6,981 1,235,557 SH   SOLE 1,235,557 0 0
VALERO ENERGY CORP NEW COM 91913Y100 19,086 300,000 SH   SOLE 300,000 0 0
VALSPAR CORP COM 920355104 25,209 300,000 SH   SOLE 300,000 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 79,660 2,000,000 SH   SOLE 2,000,000 0 0
VECTREN CORP COM 92240G101 3,090 70,000 SH   SOLE 70,000 0 0
VENTAS INC COM 92276F100 9,449 129,400 SH   SOLE 129,400 0 0
VERA BRADLEY INC COM 92335C106 601 37,000 SH   SOLE 37,000 0 0
VERIFONE SYS INC COM 92342Y109 25,121 720,000 SH   SOLE 720,000 0 0
VERISIGN INC COM 92343E102 8,036 120,000 SH   SOLE 120,000 0 0
VERISK ANALYTICS INC CL A 92345Y106 8,925 125,000 SH   SOLE 125,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 142,170 2,923,500 SH   SOLE 2,923,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,078 60,000 SH   SOLE 60,000 0 0
VIACOM INC NEW CL B 92553P201 100,401 1,470,000 SH   SOLE 1,470,000 0 0
VIASAT INC COM 92552V100 3,279 55,000 SH   SOLE 55,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 868 29,500 SH   SOLE 29,500 0 0
VISA INC COM CL A 92826C839 159,601 2,440,000 SH   SOLE 2,440,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 967 60,714 SH   SOLE 60,714 0 0
VISTA OUTDOOR INC COM 928377100 8,564 200,000 SH   SOLE 200,000 0 0
VIVUS INC COM 928551100 3,690 1,500,000 SH   SOLE 1,500,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 4,200 37,500 SH   SOLE 37,500 0 0
W P CAREY INC COM 92936U109 11,696 172,000 SH   SOLE 172,000 0 0
WABASH NATL CORP COM 929566107 25,380 1,800,000 SH   SOLE 1,800,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 36,988 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 64,484 784,000 SH   SOLE 784,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 18,710 340,000 SH   SOLE 340,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 2,874 120,000 SH   SOLE 120,000 0 0
WEB COM GROUP INC COM 94733A104 2,274 120,000 SH   SOLE 120,000 0 0
WELLS FARGO & CO NEW COM 949746101 373,184 6,860,000 SH   SOLE 6,860,000 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 19,150 1,250,000 SH   SOLE 1,250,000 0 0
WESTAR ENERGY INC COM 95709T100 3,101 80,000 SH   SOLE 80,000 0 0
WESTERN UN CO COM 959802109 4,162 200,000 SH   SOLE 200,000 0 0
WEYERHAEUSER CO COM 962166104 59,651 1,799,432 SH   SOLE 1,799,432 0 0
WEYERHAEUSER CO PREF CONV SER A 962166872 5,472 100,000 SH   SOLE 100,000 0 0
WGL HLDGS INC COM 92924F106 2,538 45,000 SH   SOLE 45,000 0 0
WHEELER REAL ESTATE INVT TR COM 963025101 149 65,000 SH   SOLE 65,000 0 0
WHIRLPOOL CORP COM 963320106 23,237 115,000 SH   SOLE 115,000 0 0
WHITESTONE REIT COM 966084204 2,819 177,500 SH   SOLE 177,500 0 0
WHOLE FOODS MKT INC COM 966837106 30,207 580,000 SH   SOLE 580,000 0 0
WILLIAMS COS INC DEL COM 969457100 20,742 410,000 SH   SOLE 410,000 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 3,465 260,100 SH   SOLE 260,100 0 0
WISCONSIN ENERGY CORP COM 976657106 7,544 152,400 SH   SOLE 152,400 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 70,002 1,270,000 SH   SOLE 1,270,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 2,522 180,000 SH   SOLE 180,000 0 0
WP GLIMCHER IN COM 92939N102 3,632 218,438 SH   SOLE 218,438 0 0
WPX ENERGY INC COM 98212B103 2,022 185,000 SH   SOLE 185,000 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 2,123 54,750 SH   SOLE 54,750 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 13,661 151,000 SH   SOLE 151,000 0 0
XCEL ENERGY INC COM 98389B100 10,791 310,000 SH   SOLE 310,000 0 0
XCERRA CORP COM 98400J108 3,112 350,000 SH   SOLE 350,000 0 0
XENOPORT INC COM 98411C100 3,981 559,082 SH   SOLE 559,082 0 0
XL GROUP PLC SHS G98290102 10,304 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 7,952 450,000 SH   SOLE 450,000 0 0
XPO LOGISTICS INC COM 983793100 34,103 750,000 SH   SOLE 750,000 0 0
YAHOO INC COM 984332106 71,096 1,600,000 SH   SOLE 1,600,000 0 0
YANDEX N V SHS CLASS A N97284108 5,373 354,310 SH   SOLE 354,310 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 20,927 762,376 SH   SOLE 762,376 0 0
YUM BRANDS INC COM 988498101 22,278 283,000 SH   SOLE 283,000 0 0
YY INC ADS REPCOM CLA 98426T106 769 14,100 SH   SOLE 14,100 0 0
ZAIS FINL CORP COM 98886K108 7,109 398,500 SH   SOLE 398,500 0 0
ZIMMER HLDGS INC COM 98956P102 14,749 125,500 SH   SOLE 125,500 0 0
ZOETIS INC CL A 98978V103 78,380 1,693,234 SH   SOLE 1,693,234 0 0