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 2,715 70,900 SH   SOLE 70,900 0 0
58 COM INC SPON ADR REP A 31680Q104 2,205 46,279 SH   SOLE 46,279 0 0
ABBOTT LABS COM 002824100 36,835 871,000 SH   SOLE 871,000 0 0
ABBVIE INC COM 00287Y109 143,611 2,277,000 SH   SOLE 2,277,000 0 0
ABM INDS INC COM 000957100 2,223 56,000 SH   SOLE 56,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 24,775 500,000 SH   SOLE 500,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 19,144 528,246 SH   SOLE 528,246 0 0
ACCELERON PHARMA INC COM 00434H108 651 18,000 SH   SOLE 18,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 21,771 178,200 SH   SOLE 178,200 0 0
ACCO BRANDS CORP COM 00081T108 2,044 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,879 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 56,983 1,286,300 SH   SOLE 1,286,300 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,534 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 101 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 169 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 1,571 137,716 SH   SOLE 137,716 0 0
ADOBE SYS INC COM 00724F101 15,424 142,100 SH   SOLE 142,100 0 0
ADTRAN INC COM 00738A106 4,307 225,000 SH   SOLE 225,000 0 0
ADURO BIOTECH INC COM 00739L101 643 51,700 SH   SOLE 51,700 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,601 24,150 SH   SOLE 24,150 0 0
ADVANCED MICRO DEVICES INC COM 007903107 38,696 5,600,000 SH   SOLE 5,600,000 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 6,944 1,175,019 SH   SOLE 1,175,019 0 0
AECOM COM 00766T100 57,974 1,950,000 SH   SOLE 1,950,000 0 0
AERCAP HOLDINGS NV SHS N00985106 6,897 179,200 SH   SOLE 179,200 0 0
AES CORP COM 00130H105 6,104 475,000 SH   SOLE 475,000 0 0
AETNA INC NEW COM 00817Y108 48,503 420,120 SH   SOLE 420,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 2,894 20,000 SH   SOLE 20,000 0 0
AFLAC INC COM 001055102 28,030 390,000 SH   SOLE 390,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,064 150,000 SH   SOLE 150,000 0 0
AGREE REALTY CORP COM 008492100 21,048 425,750 SH   SOLE 425,750 0 0
AIR PRODS & CHEMS INC COM 009158106 27,813 185,000 SH   SOLE 185,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 26,045 491,500 SH   SOLE 491,500 0 0
AKORN INC COM 009728106 409 15,000 SH   SOLE 15,000 0 0
ALASKA AIR GROUP INC COM 011659109 45,773 695,000 SH   SOLE 695,000 0 0
ALBEMARLE CORP COM 012653101 18,808 220,000 SH   SOLE 220,000 0 0
ALCOA INC COM 013817101 40,560 4,000,000 SH   SOLE 4,000,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 4,034 105,000 SH   SOLE 105,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 19,769 181,750 SH   SOLE 181,750 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 12,867 105,000 SH   SOLE 105,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 83,625 790,485 SH   SOLE 790,485 0 0
ALKERMES PLC SHS G01767105 2,116 45,000 SH   SOLE 45,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,014 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,518 250,000 SH   SOLE 250,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,378 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 64,648 280,702 SH   SOLE 280,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 1,147 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,682 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 922 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 18,060 261,054 SH   SOLE 261,054 0 0
ALPHABET INC CAP STK CL C 02079K107 593,850 764,000 SH   SOLE 764,000 0 0
ALTRIA GROUP INC COM 02209S103 130,254 2,060,000 SH   SOLE 2,060,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,622 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 722 226,033 SH   SOLE 226,033 0 0
AMAZON COM INC COM 023135106 339,111 405,000 SH   SOLE 405,000 0 0
AMBEV SA SPONSORED ADR 02319V103 25,197 4,137,387 SH   SOLE 4,137,387 0 0
AMC NETWORKS INC CL A 00164V103 4,667 90,000 SH   SOLE 90,000 0 0
AMEREN CORP COM 023608102 6,246 127,000 SH   SOLE 127,000 0 0
AMERESCO INC CL A 02361E108 658 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 16,765 1,465,470 SH   SOLE 1,465,470 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 5,308 145,000 SH   SOLE 145,000 0 0
AMERICAN ASSETS TR INC COM 024013104 22,774 525,000 SH   SOLE 525,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 3,444 200,000 SH   SOLE 200,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 18,975 373,001 SH   SOLE 373,001 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 9,438 483,000 SH   SOLE 483,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,607 90,000 SH   SOLE 90,000 0 0
AMERICAN ELEC PWR INC COM 025537101 18,814 293,000 SH   SOLE 293,000 0 0
AMERICAN EXPRESS CO COM 025816109 37,720 589,000 SH   SOLE 589,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 61,832 1,042,000 SH   SOLE 1,042,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 89,021 785,500 SH   SOLE 785,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,123 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 82,211 824,000 SH   SOLE 824,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 13,329 165,000 SH   SOLE 165,000 0 0
AMGEN INC COM 031162100 71,954 431,355 SH   SOLE 431,355 0 0
ANADARKO PETE CORP COM 032511107 25,661 405,000 SH   SOLE 405,000 0 0
ANALOG DEVICES INC COM 032654105 58,327 905,000 SH   SOLE 905,000 0 0
ANGIODYNAMICS INC COM 03475V101 1,140 65,000 SH   SOLE 65,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,132 133,937 SH   SOLE 133,937 0 0
ANSYS INC COM 03662Q105 4,167 45,000 SH   SOLE 45,000 0 0
ANTHEM INC COM 036752103 8,772 70,000 SH   SOLE 70,000 0 0
AON PLC SHS CL A G0408V102 29,810 265,000 SH   SOLE 265,000 0 0
APACHE CORP COM 037411105 63,232 990,000 SH   SOLE 990,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 12,166 265,000 SH   SOLE 265,000 0 0
APOLLO ED GROUP INC CL A 037604105 7,950 1,000,000 SH   SOLE 1,000,000 0 0
APPLE INC COM 037833100 673,439 5,957,000 SH   SOLE 5,957,000 0 0
APPLIED MATLS INC COM 038222105 33,014 1,095,000 SH   SOLE 1,095,000 0 0
AQUA AMERICA INC COM 03836W103 2,286 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 1,299 175,000 SH   SOLE 175,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 26,834 338,556 SH   SOLE 338,556 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 28,297 671,026 SH   SOLE 671,026 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 336 63,800 SH   SOLE 63,800 0 0
ARES CAP CORP COM 04010L103 77,113 4,975,000 SH   SOLE 4,975,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 4,132 100,000 SH   SOLE 100,000 0 0
ARQULE INC COM 04269E107 401 223,774 SH   SOLE 223,774 0 0
ARRAY BIOPHARMA INC COM 04269X105 1,789 265,000 SH   SOLE 265,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 494 35,000 SH   SOLE 35,000 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 766 130,000 SH   SOLE 130,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 3,041 65,000 SH   SOLE 65,000 0 0
ASTEC INDS INC COM 046224101 67,653 1,130,000 SH   SOLE 1,130,000 0 0
AT HOME GROUP INC COM 04650Y100 1,061 70,000 SH   SOLE 70,000 0 0
AT&T INC COM 00206R102 286,605 7,057,500 SH   SOLE 7,057,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 33,400 780,000 SH   SOLE 780,000 0 0
ATMOS ENERGY CORP COM 049560105 1,862 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 489 134,100 SH   SOLE 134,100 0 0
AUTODESK INC COM 052769106 28,932 400,000 SH   SOLE 400,000 0 0
AUTOZONE INC COM 053332102 2,843 3,700 SH   SOLE 3,700 0 0
AVALONBAY CMNTYS INC COM 053484101 50,596 284,500 SH   SOLE 284,500 0 0
AVON PRODS INC COM 054303102 16,980 3,000,000 SH   SOLE 3,000,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 350 25,000 SH   SOLE 25,000 0 0
B/E AEROSPACE INC COM 073302101 465 9,000 SH   SOLE 9,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 4,125 250,000 SH   SOLE 250,000 0 0
BAIDU INC SPON ADR REP A 056752108 50,479 277,251 SH   SOLE 277,251 0 0
BAKER HUGHES INC COM 057224107 52,994 1,050,000 SH   SOLE 1,050,000 0 0
BALLANTYNE STRONG INC COM 058516105 3,500 500,000 SH   SOLE 500,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 1,908 210,417 SH   SOLE 210,417 0 0
BANCO MACRO SA SPON ADR B 05961W105 4,260 54,445 SH   SOLE 54,445 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 3,426 165,592 SH   SOLE 165,592 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 2,025 51,869 SH   SOLE 51,869 0 0
BANK AMER CORP COM 060505104 219,851 14,048,000 SH   SOLE 14,048,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 23,895 599,167 SH   SOLE 599,167 0 0
BANKRATE INC DEL COM 06647F102 17,808 2,100,000 SH   SOLE 2,100,000 0 0
BARCLAYS PLC NOTE 8.250%12/3 06738EAA3 499 500,000 SH   SOLE 500,000 0 0
BARD C R INC COM 067383109 4,486 20,000 SH   SOLE 20,000 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 203 245,000 SH   SOLE 245,000 0 0
BB&T CORP COM 054937107 8,487 225,000 SH   SOLE 225,000 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,596 294,000 SH   SOLE 294,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 16,324 1,400,000 SH   SOLE 1,400,000 0 0
BECTON DICKINSON & CO COM 075887109 17,860 99,374 SH   SOLE 99,374 0 0
BEL FUSE INC CL B 077347300 2,052 85,000 SH   SOLE 85,000 0 0
BERKLEY W R CORP COM 084423102 4,211 72,905 SH   SOLE 72,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 20,541 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 135,802 940,000 SH   SOLE 940,000 0 0
BEST BUY INC COM 086516101 2,585 67,700 SH   SOLE 67,700 0 0
BIOGEN INC COM 09062X103 90,304 288,485 SH   SOLE 288,485 0 0
BIOSTAGE INC COM 09074M103 112 105,000 SH   SOLE 105,000 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 9 11,216 SH   SOLE 11,216 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 1,297 44,614 SH   SOLE 44,614 0 0
BLACK HILLS CORP COM 092113109 12,551 205,000 SH   SOLE 205,000 0 0
BLACKROCK INC COM 09247X101 37,877 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 17,871 700,000 SH   SOLE 700,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 3,740 127,000 SH   SOLE 127,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 3,445 145,000 SH   SOLE 145,000 0 0
BOEING CO COM 097023105 94,194 715,000 SH   SOLE 715,000 0 0
BORGWARNER INC COM 099724106 6,157 175,000 SH   SOLE 175,000 0 0
BOSTON BEER INC CL A 100557107 6,443 41,500 SH   SOLE 41,500 0 0
BOSTON PROPERTIES INC COM 101121101 43,722 320,800 SH   SOLE 320,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,113 635,000 SH   SOLE 635,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8,131 520,500 SH   SOLE 520,500 0 0
BRF SA SPONSORED ADR 10552T107 1,324 77,621 SH   SOLE 77,621 0 0
BRIGHTCOVE INC COM 10921T101 1,566 120,000 SH   SOLE 120,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 106,057 1,966,938 SH   SOLE 1,966,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 5,850 210,500 SH   SOLE 210,500 0 0
BROADCOM LTD SHS Y09827109 56,500 327,500 SH   SOLE 327,500 0 0
BROOKDALE SR LIVING INC COM 112463104 2,635 151,000 SH   SOLE 151,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,863 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 4,813 210,000 SH   SOLE 210,000 0 0
BSQUARE CORP COM NEW 11776U300 1,132 230,000 SH   SOLE 230,000 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 5,957 83,200 SH   SOLE 83,200 0 0
BURLINGTON STORES INC COM 122017106 11,950 147,500 SH   SOLE 147,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,796 125,000 SH   SOLE 125,000 0 0
CABOT OIL & GAS CORP COM 127097103 7,353 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 10,493 411,000 SH   SOLE 411,000 0 0
CAESARSTONE LTD ORD SHS M20598104 3,752 99,500 SH   SOLE 99,500 0 0
CALAVO GROWERS INC COM 128246105 28,135 430,000 SH   SOLE 430,000 0 0
CALERES INC COM 129500104 3,212 127,000 SH   SOLE 127,000 0 0
CALGON CARBON CORP COM 129603106 13,956 920,000 SH   SOLE 920,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 802 25,000 SH   SOLE 25,000 0 0
CALPINE CORP COM NEW 131347304 822 65,000 SH   SOLE 65,000 0 0
CAMPBELL SOUP CO COM 134429109 21,880 400,000 SH   SOLE 400,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 20,831 290,000 SH   SOLE 290,000 0 0
CAPITAL SR LIVING CORP COM 140475104 5,040 300,000 SH   SOLE 300,000 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 4,998 530,000 SH   SOLE 530,000 0 0
CARDINAL HEALTH INC COM 14149Y108 16,317 210,000 SH   SOLE 210,000 0 0
CARMIKE CINEMAS INC COM 143436400 2,942 90,000 SH   SOLE 90,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 49,796 1,020,000 SH   SOLE 1,020,000 0 0
CARTER INC COM 146229109 2,818 32,500 SH   SOLE 32,500 0 0
CASEYS GEN STORES INC COM 147528103 40,851 340,000 SH   SOLE 340,000 0 0
CATERPILLAR INC DEL COM 149123101 90,812 1,023,000 SH   SOLE 1,023,000 0 0
CBRE GROUP INC CL A 12504L109 10,451 373,500 SH   SOLE 373,500 0 0
CBS CORP NEW CL B 124857202 72,257 1,320,000 SH   SOLE 1,320,000 0 0
CELADON GROUP INC COM 150838100 437 50,000 SH   SOLE 50,000 0 0
CELGENE CORP COM 151020104 71,603 685,000 SH   SOLE 685,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 1,919 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 13,767 1,733,875 SH   SOLE 1,733,875 0 0
CENTENE CORP DEL COM 15135B101 16,442 245,550 SH   SOLE 245,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,808 250,000 SH   SOLE 250,000 0 0
CERAGON NETWORKS LTD ORD M22013102 87 36,991 SH   SOLE 36,991 0 0
CERNER CORP COM 156782104 22,848 370,000 SH   SOLE 370,000 0 0
CF INDS HLDGS INC COM 125269100 38,960 1,600,000 SH   SOLE 1,600,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,917 35,000 SH   SOLE 35,000 0 0
CHATHAM LODGING TR COM 16208T102 6,958 361,500 SH   SOLE 361,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 8,040 103,600 SH   SOLE 103,600 0 0
CHEMOURS CO COM 163851108 320 20,000 SH   SOLE 20,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,090 25,000 SH   SOLE 25,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 600 20,500 SH   SOLE 20,500 0 0
CHESAPEAKE ENERGY CORP COM 165167107 3,449 550,000 SH   SOLE 550,000 0 0
CHEVRON CORP NEW COM 166764100 79,763 775,000 SH   SOLE 775,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 1,402 50,000 SH   SOLE 50,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 30,868 501,754 SH   SOLE 501,754 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 8,047 19,000 SH   SOLE 19,000 0 0
CHUBB LIMITED COM H1467J104 35,573 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 4,147 118,376 SH   SOLE 118,376 0 0
CHURCH & DWIGHT INC COM 171340102 37,617 785,000 SH   SOLE 785,000 0 0
CIENA CORP COM NEW 171779309 8,720 400,000 SH   SOLE 400,000 0 0
CIGNA CORPORATION COM 125509109 59,580 457,182 SH   SOLE 457,182 0 0
CIMAREX ENERGY CO COM 171798101 2,687 20,000 SH   SOLE 20,000 0 0
CINEDIGM CORP COM NEW 172406209 384 195,999 SH   SOLE 195,999 0 0
CINEMARK HOLDINGS INC COM 17243V102 15,695 410,000 SH   SOLE 410,000 0 0
CISCO SYS INC COM 17275R102 143,945 4,538,000 SH   SOLE 4,538,000 0 0
CITIGROUP INC COM NEW 172967424 150,239 3,181,000 SH   SOLE 3,181,000 0 0
CITRIX SYS INC COM 177376100 6,818 80,000 SH   SOLE 80,000 0 0
CITY OFFICE REIT INC COM 178587101 4,264 335,000 SH   SOLE 335,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 9,387 2,100,000 SH   SOLE 2,100,000 0 0
CLOROX CO DEL COM 189054109 7,761 62,000 SH   SOLE 62,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 1,164 214,000 SH   SOLE 214,000 0 0
CLUBCORP HLDGS INC COM 18948M108 4,500 311,000 SH   SOLE 311,000 0 0
CME GROUP INC COM 12572Q105 15,678 150,000 SH   SOLE 150,000 0 0
CMS ENERGY CORP COM 125896100 6,091 145,000 SH   SOLE 145,000 0 0
COCA COLA CO COM 191216100 145,497 3,438,000 SH   SOLE 3,438,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 7,013 175,763 SH   SOLE 175,763 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 203 2,700 SH   SOLE 2,700 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 30,184 820,000 SH   SOLE 820,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,055 85,000 SH   SOLE 85,000 0 0
COLGATE PALMOLIVE CO COM 194162103 80,368 1,084,000 SH   SOLE 1,084,000 0 0
COLONY CAP INC CL A 19624R106 3,081 169,000 SH   SOLE 169,000 0 0
COLONY STARWOOD HOMES COM 19625X102 7,118 248,000 SH   SOLE 248,000 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 784 35,000 SH   SOLE 35,000 0 0
COMCAST CORP NEW CL A 20030N101 159,216 2,400,000 SH   SOLE 2,400,000 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 6,578 209,400 SH   SOLE 209,400 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 3,101 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 6,127 279,500 SH   SOLE 279,500 0 0
COMMVAULT SYSTEMS INC COM 204166102 21,252 400,000 SH   SOLE 400,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 6,413 463,367 SH   SOLE 463,367 0 0
COMPUTER SCIENCES CORP COM 205363104 5,221 100,000 SH   SOLE 100,000 0 0
COMSCORE INC COM 20564W105 42,924 1,400,000 SH   SOLE 1,400,000 0 0
CONAGRA FOODS INC COM 205887102 7,891 167,500 SH   SOLE 167,500 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 404 40,000 SH   SOLE 40,000 0 0
CONNECTICUT WTR SVC INC COM 207797101 995 20,000 SH   SOLE 20,000 0 0
CONOCOPHILLIPS COM 20825C104 30,864 710,000 SH   SOLE 710,000 0 0
CONSOL ENERGY INC COM 20854P109 2,880 150,000 SH   SOLE 150,000 0 0
CONSOLIDATED EDISON INC COM 209115104 4,895 65,000 SH   SOLE 65,000 0 0
COPA HOLDINGS SA CL A P31076105 10,784 122,638 SH   SOLE 122,638 0 0
CORE MARK HOLDING CO INC COM 218681104 28,640 800,000 SH   SOLE 800,000 0 0
CORNING INC COM 219350105 12,416 525,000 SH   SOLE 525,000 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 439 15,500 SH   SOLE 15,500 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 5,548 400,000 SH   SOLE 400,000 0 0
COSTAMARE INC SHS Y1771G102 139 15,200 SH   SOLE 15,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 27,757 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 4,160 177,000 SH   SOLE 177,000 0 0
COVANTA HLDG CORP COM 22282E102 10,773 700,000 SH   SOLE 700,000 0 0
CRAY INC COM NEW 225223304 32,603 1,385,000 SH   SOLE 1,385,000 0 0
CREDICORP LTD COM G2519Y108 25,661 168,586 SH   SOLE 168,586 0 0
CROCS INC COM 227046109 830 100,000 SH   SOLE 100,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 66,889 710,000 SH   SOLE 710,000 0 0
CROWN HOLDINGS INC COM 228368106 6,565 115,000 SH   SOLE 115,000 0 0
CSRA INC COM 12650T104 1,345 50,000 SH   SOLE 50,000 0 0
CSX CORP COM 126408103 5,338 175,000 SH   SOLE 175,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,998 85,860 SH   SOLE 85,860 0 0
CUBESMART COM 229663109 29,795 1,093,000 SH   SOLE 1,093,000 0 0
CUBIC CORP COM 229669106 36,512 780,000 SH   SOLE 780,000 0 0
CUMMINS INC COM 231021106 4,485 35,000 SH   SOLE 35,000 0 0
CUMULUS MEDIA INC CL A 231082108 2,128 6,450,000 SH   SOLE 6,450,000 0 0
CVS HEALTH CORP COM 126650100 63,623 714,943 SH   SOLE 714,943 0 0
CYNOSURE INC CL A 232577205 47,374 930,000 SH   SOLE 930,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 18,851 1,550,250 SH   SOLE 1,550,250 0 0
CYRUSONE INC COM 23283R100 13,890 292,000 SH   SOLE 292,000 0 0
CYS INVTS INC COM 12673A108 1,168 134,000 SH   SOLE 134,000 0 0
DANA INCORPORATED COM 235825205 3,898 250,000 SH   SOLE 250,000 0 0
DANAHER CORP DEL COM 235851102 12,542 160,000 SH   SOLE 160,000 0 0
DARDEN RESTAURANTS INC COM 237194105 2,453 40,000 SH   SOLE 40,000 0 0
DATAWATCH CORP COM NEW 237917208 6,669 900,000 SH   SOLE 900,000 0 0
DDR CORP COM 23317H102 4,009 230,000 SH   SOLE 230,000 0 0
DECKERS OUTDOOR CORP COM 243537107 596 10,000 SH   SOLE 10,000 0 0
DEERE & CO COM 244199105 9,218 108,000 SH   SOLE 108,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 3,143 65,761 SH   SOLE 65,761 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 40,224 564,000 SH   SOLE 564,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 81,869 2,080,000 SH   SOLE 2,080,000 0 0
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DENTSPLY SIRONA INC COM 24906P109 6,834 115,000 SH   SOLE 115,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 17,423 395,000 SH   SOLE 395,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,391 79,000 SH   SOLE 79,000 0 0
DIANA SHIPPING INC COM Y2066G104 101 38,700 SH   SOLE 38,700 0 0
DICKS SPORTING GOODS INC COM 253393102 1,815 32,000 SH   SOLE 32,000 0 0
DIGI INTL INC COM 253798102 1,653 145,000 SH   SOLE 145,000 0 0
DISCOVER FINL SVCS COM 254709108 19,086 337,500 SH   SOLE 337,500 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 11,050 420,000 SH   SOLE 420,000 0 0
DISH NETWORK CORP CL A 25470M109 63,545 1,160,000 SH   SOLE 1,160,000 0 0
DISNEY WALT CO COM DISNEY 254687106 417,870 4,500,000 SH   SOLE 4,500,000 0 0
DOLLAR GEN CORP NEW COM 256677105 10,638 152,000 SH   SOLE 152,000 0 0
DOLLAR TREE INC COM 256746108 9,551 121,000 SH   SOLE 121,000 0 0
DOMINION RES INC VA NEW COM 25746U109 80,583 1,085,000 SH   SOLE 1,085,000 0 0
DOUGLAS EMMETT INC COM 25960P109 7,802 213,000 SH   SOLE 213,000 0 0
DOVER MOTORSPORTS INC COM 260174107 618 250,000 SH   SOLE 250,000 0 0
DOW CHEM CO COM 260543103 51,882 1,001,000 SH   SOLE 1,001,000 0 0
DR REDDYS LABS LTD ADR 256135203 6,540 140,900 SH   SOLE 140,900 0 0
DREW INDS INC COM NEW 26168L205 14,703 150,000 SH   SOLE 150,000 0 0
DTE ENERGY CO COM 233331107 11,896 127,000 SH   SOLE 127,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 6,697 100,000 SH   SOLE 100,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 26,013 325,000 SH   SOLE 325,000 0 0
DYNEGY INC NEW DEL COM 26817R108 1,053 85,000 SH   SOLE 85,000 0 0
EAST WEST BANCORP INC COM 27579R104 3,671 100,000 SH   SOLE 100,000 0 0
EASTMAN CHEM CO COM 277432100 11,844 175,000 SH   SOLE 175,000 0 0
EATON CORP PLC SHS G29183103 12,813 195,000 SH   SOLE 195,000 0 0
EBAY INC COM 278642103 17,108 520,000 SH   SOLE 520,000 0 0
ECHOSTAR CORP CL A 278768106 33,092 755,000 SH   SOLE 755,000 0 0
ECOLAB INC COM 278865100 6,695 55,000 SH   SOLE 55,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 2,732 311,868 SH   SOLE 311,868 0 0
EDGEWELL PERS CARE CO COM 28035Q102 2,306 29,000 SH   SOLE 29,000 0 0
EDISON INTL COM 281020107 11,921 165,000 SH   SOLE 165,000 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 4,098 95,000 SH   SOLE 95,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 13,069 108,400 SH   SOLE 108,400 0 0
ELECTRONIC ARTS INC COM 285512109 11,367 133,099 SH   SOLE 133,099 0 0
EMERSON ELEC CO COM 291011104 6,650 122,000 SH   SOLE 122,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,519 375,000 SH   SOLE 375,000 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 2,640 103,800 SH   SOLE 103,800 0 0
ENERGEN CORP COM 29265N108 2,597 45,000 SH   SOLE 45,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,449 29,000 SH   SOLE 29,000 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 2,383 64,400 SH   SOLE 64,400 0 0
ENERSIS AMERICAS SA SPONSORED ADR 29274F104 1,094 133,659 SH   SOLE 133,659 0 0
ENERSIS CHILE SA SPON ADR 29278D105 84 17,600 SH   SOLE 17,600 0 0
ENSCO PLC SHS CLASS A G3157S106 2,253 265,000 SH   SOLE 265,000 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 1,553 120,000 SH   SOLE 120,000 0 0
ENTERGY CORP NEW COM 29364G103 7,673 100,000 SH   SOLE 100,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 19,805 716,800 SH   SOLE 716,800 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 15,718 2,060,000 SH   SOLE 2,060,000 0 0
ENZYMOTEC LTD SHS M4059L101 175 24,997 SH   SOLE 24,997 0 0
EOG RES INC COM 26875P101 29,013 300,000 SH   SOLE 300,000 0 0
EPAM SYS INC COM 29414B104 16,634 240,000 SH   SOLE 240,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 156,417 1,986,500 SH   SOLE 1,986,500 0 0
EQT CORP COM 26884L109 10,530 145,000 SH   SOLE 145,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,842 37,300 SH   SOLE 37,300 0 0
EQUIFAX INC COM 294429105 4,522 33,600 SH   SOLE 33,600 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 4,534 150,000 SH   SOLE 150,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,865 76,000 SH   SOLE 76,000 0 0
EQUITY ONE COM 294752100 3,153 103,000 SH   SOLE 103,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 19,617 304,950 SH   SOLE 304,950 0 0
EROS INTL PLC SHS NEW G3788M114 24,052 1,569,990 SH   SOLE 1,569,990 0 0
ESSENT GROUP LTD COM G3198U102 1,331 50,000 SH   SOLE 50,000 0 0
ESSEX PPTY TR INC COM 297178105 36,765 165,086 SH   SOLE 165,086 0 0
EVEREST RE GROUP LTD COM G3223R108 16,907 89,000 SH   SOLE 89,000 0 0
EVERSOURCE ENERGY COM 30040W108 11,107 205,000 SH   SOLE 205,000 0 0
EXA CORP COM 300614500 4,655 290,000 SH   SOLE 290,000 0 0
EXELON CORP COM 30161N101 14,481 435,000 SH   SOLE 435,000 0 0
EXPRESS INC COM 30219E103 825 70,000 SH   SOLE 70,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 45,139 640,000 SH   SOLE 640,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 25,054 315,500 SH   SOLE 315,500 0 0
EXXON MOBIL CORP COM 30231G102 363,783 4,168,000 SH   SOLE 4,168,000 0 0
F M C CORP COM NEW 302491303 8,460 175,000 SH   SOLE 175,000 0 0
FACEBOOK INC CL A 30303M102 436,118 3,400,000 SH   SOLE 3,400,000 0 0
FANG HLDGS LTD ADR 30711Y102 87 19,447 SH   SOLE 19,447 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 8,466 55,000 SH   SOLE 55,000 0 0
FEDEX CORP COM 31428X106 34,063 195,000 SH   SOLE 195,000 0 0
FELCOR LODGING TR INC COM 31430F101 3,832 596,000 SH   SOLE 596,000 0 0
FIBROGEN INC COM 31572Q808 365 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 8,643 112,200 SH   SOLE 112,200 0 0
FINANCIAL ENGINES INC COM 317485100 2,231 75,087 SH   SOLE 75,087 0 0
FINISAR CORP COM NEW 31787A507 2,980 100,000 SH   SOLE 100,000 0 0
FIREEYE INC COM 31816Q101 10,311 700,000 SH   SOLE 700,000 0 0
FIRSTENERGY CORP COM 337932107 7,608 230,000 SH   SOLE 230,000 0 0
FIVE BELOW INC COM 33829M101 9,730 241,500 SH   SOLE 241,500 0 0
FLAMEL TECHNOLOGIES SA SPONSORED ADR 338488109 408 32,915 SH   SOLE 32,915 0 0
FLOWERS FOODS INC COM 343498101 4,593 303,750 SH   SOLE 303,750 0 0
FMC TECHNOLOGIES INC COM 30249U101 6,379 215,000 SH   SOLE 215,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 15,713 170,713 SH   SOLE 170,713 0 0
FOOT LOCKER INC COM 344849104 6,027 89,000 SH   SOLE 89,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 21,726 1,800,000 SH   SOLE 1,800,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 12,652 546,980 SH   SOLE 546,980 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 4,720 221,274 SH   SOLE 221,274 0 0
FREEPORT-MCMORAN INC CL B 35671D857 7,602 700,000 SH   SOLE 700,000 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 19,136 4,600,000 SH   SOLE 4,600,000 0 0
FS INVT CORP COM 302635107 34,281 3,620,000 SH   SOLE 3,620,000 0 0
GAMESTOP CORP NEW CL A 36467W109 35,867 1,300,000 SH   SOLE 1,300,000 0 0
GARTNER INC COM 366651107 7,076 80,000 SH   SOLE 80,000 0 0
GASLOG LTD SHS G37585109 194 13,300 SH   SOLE 13,300 0 0
GAZIT GLOBE LTD SHS M4793C102 2,892 277,500 SH   SOLE 277,500 0 0
GENERAL DYNAMICS CORP COM 369550108 80,683 520,000 SH   SOLE 520,000 0 0
GENERAL ELECTRIC CO COM 369604103 287,018 9,690,000 SH   SOLE 9,690,000 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 31,121 1,127,575 SH   SOLE 1,127,575 0 0
GENERAL MLS INC COM 370334104 20,232 316,720 SH   SOLE 316,720 0 0
GENERAL MTRS CO COM 37045V100 67,384 2,121,000 SH   SOLE 2,121,000 0 0
GENESEE & WYO INC CL A 371559105 11,239 163,000 SH   SOLE 163,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 7,963 209,726 SH   SOLE 209,726 0 0
GENTHERM INC COM 37253A103 1,571 50,000 SH   SOLE 50,000 0 0
GENWORTH FINL INC COM CL A 37247D106 18,848 3,800,000 SH   SOLE 3,800,000 0 0
GEO GROUP INC NEW COM 36162J106 8,561 360,000 SH   SOLE 360,000 0 0
GERON CORP COM 374163103 1,966 870,000 SH   SOLE 870,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 13,278 455,500 SH   SOLE 455,500 0 0
GILEAD SCIENCES INC COM 375558103 178,811 2,260,000 SH   SOLE 2,260,000 0 0
GLADSTONE LD CORP COM 376549101 3,643 344,000 SH   SOLE 344,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 2,782 285,000 SH   SOLE 285,000 0 0
GLOBAL PMTS INC COM 37940X102 7,016 91,400 SH   SOLE 91,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 67,976 421,500 SH   SOLE 421,500 0 0
GOLUB CAP BDC INC COM 38173M102 11,723 631,310 SH   SOLE 631,310 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 50,065 1,550,000 SH   SOLE 1,550,000 0 0
GRAMERCY PPTY TR COM 385002100 17,205 1,784,822 SH   SOLE 1,784,822 0 0
GRANITE CONSTR INC COM 387328107 17,409 350,000 SH   SOLE 350,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,399 100,000 SH   SOLE 100,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 2,729 100,000 SH   SOLE 100,000 0 0
GREIF INC CL B 397624206 3,757 62,000 SH   SOLE 62,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 1,725 27,000 SH   SOLE 27,000 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 592 67,100 SH   SOLE 67,100 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 6,781 217,933 SH   SOLE 217,933 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 3,997 454,238 SH   SOLE 454,238 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,654 64,400 SH   SOLE 64,400 0 0
GSV CAP CORP COM 36191J101 7,080 1,500,000 SH   SOLE 1,500,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 49,812 1,400,000 SH   SOLE 1,400,000 0 0
HALLIBURTON CO COM 406216101 10,322 230,000 SH   SOLE 230,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 2,174 180,000 SH   SOLE 180,000 0 0
HALYARD HEALTH INC COM 40650V100 641 18,500 SH   SOLE 18,500 0 0
HANESBRANDS INC COM 410345102 7,449 295,000 SH   SOLE 295,000 0 0
HARLEY DAVIDSON INC COM 412822108 14,462 275,000 SH   SOLE 275,000 0 0
HARRIS CORP DEL COM 413875105 3,206 35,000 SH   SOLE 35,000 0 0
HARSCO CORP COM 415864107 8,540 860,000 SH   SOLE 860,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 7,365 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 31,732 400,000 SH   SOLE 400,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 32,835 1,100,000 SH   SOLE 1,100,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 2,399 75,000 SH   SOLE 75,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 45,247 629,394 SH   SOLE 629,394 0 0
HECLA MNG CO COM 422704106 4,560 800,000 SH   SOLE 800,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,057 130,000 SH   SOLE 130,000 0 0
HELMERICH & PAYNE INC COM 423452101 6,326 94,000 SH   SOLE 94,000 0 0
HERCULES CAPITAL INC COM 427096508 3,051 225,000 SH   SOLE 225,000 0 0
HERSHEY CO COM 427866108 26,768 280,000 SH   SOLE 280,000 0 0
HESS CORP COM 42809H107 18,231 340,000 SH   SOLE 340,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 20,475 900,000 SH   SOLE 900,000 0 0
HEXCEL CORP NEW COM 428291108 3,987 90,000 SH   SOLE 90,000 0 0
HFF INC CL A 40418F108 1,163 42,000 SH   SOLE 42,000 0 0
HIGHWOODS PPTYS INC COM 431284108 2,085 40,000 SH   SOLE 40,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 26,736 1,166,000 SH   SOLE 1,166,000 0 0
HOLLYFRONTIER CORP COM 436106108 35,525 1,450,000 SH   SOLE 1,450,000 0 0
HOLOGIC INC COM 436440101 4,706 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 272,029 2,114,000 SH   SOLE 2,114,000 0 0
HONEYWELL INTL INC COM 438516106 45,470 390,000 SH   SOLE 390,000 0 0
HORTONWORKS INC COM 440894103 4,008 480,000 SH   SOLE 480,000 0 0
HOWARD HUGHES CORP COM 44267D107 24,012 209,704 SH   SOLE 209,704 0 0
HP INC COM 40434L105 7,200 463,600 SH   SOLE 463,600 0 0
HSN INC COM 404303109 21,492 540,000 SH   SOLE 540,000 0 0
HUDSON PAC PPTYS INC COM 444097109 13,657 415,500 SH   SOLE 415,500 0 0
HUMANA INC COM 444859102 57,490 325,000 SH   SOLE 325,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,074 7,000 SH   SOLE 7,000 0 0
HUNTSMAN CORP COM 447011107 16,270 1,000,000 SH   SOLE 1,000,000 0 0
IAC INTERACTIVECORP COM 44919P508 32,484 520,000 SH   SOLE 520,000 0 0
ICICI BK LTD ADR 45104G104 1,851 247,876 SH   SOLE 247,876 0 0
IDACORP INC COM 451107106 1,566 20,000 SH   SOLE 20,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 11,475 95,750 SH   SOLE 95,750 0 0
IMS HEALTH HLDGS INC COM 44970B109 1,567 50,000 SH   SOLE 50,000 0 0
INCYTE CORP COM 45337C102 11,315 120,000 SH   SOLE 120,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 7,183 798,100 SH   SOLE 798,100 0 0
INFOSYS LTD SPONSORED ADR 456788108 17,610 1,115,921 SH   SOLE 1,115,921 0 0
INGERSOLL-RAND PLC SHS G47791101 6,794 100,000 SH   SOLE 100,000 0 0
INGEVITY CORP COM 45688C107 1,153 25,000 SH   SOLE 25,000 0 0
INGREDION INC COM 457187102 27,943 210,000 SH   SOLE 210,000 0 0
INNOVIVA INC COM 45781M101 3,837 349,108 SH   SOLE 349,108 0 0
INTEGER HLDGS CORP COM 45826H109 2,603 120,000 SH   SOLE 120,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 63,872 2,765,000 SH   SOLE 2,765,000 0 0
INTEL CORP COM 458140100 133,824 3,545,000 SH   SOLE 3,545,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 48,767 307,000 SH   SOLE 307,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 250 10,249 SH   SOLE 10,249 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 953 62,500 SH   SOLE 62,500 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 1,054 65,000 SH   SOLE 65,000 0 0
INTUIT COM 461202103 11,430 103,900 SH   SOLE 103,900 0 0
INVENTURE FOODS INC COM 461212102 10,622 1,130,000 SH   SOLE 1,130,000 0 0
ION GEOPHYSICAL CORP COM NEW 462044207 210 30,666 SH   SOLE 30,666 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,664 100,000 SH   SOLE 100,000 0 0
ISHARES MSCI TAIWAN ETF 464286731 175,619 11,185,924 SH   SOLE 11,185,924 0 0
ISHARES GOLD TRUST ISHARES 464285105 70,106 5,524,500 SH   SOLE 5,524,500 0 0
ISHARES INC CORE MSCI EMKT 46434G103 4,586 100,550 SH   SOLE 100,550 0 0
ISHARES INC MSCI RUSSIA CAP 46434G806 24,344 1,671,965 SH   SOLE 1,671,965 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 88,008 2,350,000 SH   SOLE 2,350,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 27,696 317,400 SH   SOLE 317,400 0 0
ISHARES TR U.S. PFD STK ETF 464288687 68,138 1,725,000 SH   SOLE 1,725,000 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 821 31,068 SH   SOLE 31,068 0 0
ISHARES TR MSCI INDIA ETF 46429B598 147,722 5,022,846 SH   SOLE 5,022,846 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 15,823 1,446,433 SH   SOLE 1,446,433 0 0
IXIA COM 45071R109 3,250 260,000 SH   SOLE 260,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 1,293 25,000 SH   SOLE 25,000 0 0
JAKKS PAC INC COM 47012E106 1,296 150,000 SH   SOLE 150,000 0 0
JD COM INC SPON ADR CL A 47215P106 13,234 507,271 SH   SOLE 507,271 0 0
JETBLUE AIRWAYS CORP COM 477143101 49,996 2,900,000 SH   SOLE 2,900,000 0 0
JOHNSON & JOHNSON COM 478160104 348,602 2,951,000 SH   SOLE 2,951,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 20,830 447,675 SH   SOLE 447,675 0 0
JPMORGAN CHASE & CO COM 46625H100 300,387 4,511,000 SH   SOLE 4,511,000 0 0
JUNIPER NETWORKS INC COM 48203R104 6,617 275,000 SH   SOLE 275,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 17,731 190,000 SH   SOLE 190,000 0 0
KAR AUCTION SVCS INC COM 48238T109 9,970 231,000 SH   SOLE 231,000 0 0
KATE SPADE & CO COM 485865109 3,936 229,750 SH   SOLE 229,750 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 5,300 235,000 SH   SOLE 235,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,961 125,000 SH   SOLE 125,000 0 0
KILROY RLTY CORP COM 49427F108 10,212 147,250 SH   SOLE 147,250 0 0
KIMBERLY CLARK CORP COM 494368103 53,988 428,000 SH   SOLE 428,000 0 0
KIMCO RLTY CORP COM 49446R109 26,287 908,000 SH   SOLE 908,000 0 0
KINDER MORGAN INC DEL COM 49456B101 57,825 2,500,000 SH   SOLE 2,500,000 0 0
KITE RLTY GROUP TR COM NEW 49803T300 5,371 193,750 SH   SOLE 193,750 0 0
KLA-TENCOR CORP COM 482480100 29,627 425,000 SH   SOLE 425,000 0 0
KLX INC COM 482539103 6,600 187,500 SH   SOLE 187,500 0 0
KOHLS CORP COM 500255104 2,975 68,000 SH   SOLE 68,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 23,170 720,000 SH   SOLE 720,000 0 0
KORN FERRY INTL COM NEW 500643200 1,168 55,600 SH   SOLE 55,600 0 0
KRAFT HEINZ CO COM 500754106 41,120 459,387 SH   SOLE 459,387 0 0
KROGER CO COM 501044101 19,856 669,000 SH   SOLE 669,000 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 74,611 495,000 SH   SOLE 495,000 0 0
LA Z BOY INC COM 505336107 246 10,000 SH   SOLE 10,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 42,619 310,000 SH   SOLE 310,000 0 0
LAM RESEARCH CORP COM 512807108 24,151 255,000 SH   SOLE 255,000 0 0
LAUDER ESTEE COS INC CL A 518439104 35,955 406,000 SH   SOLE 406,000 0 0
LEGG MASON INC COM 524901105 42,854 1,280,000 SH   SOLE 1,280,000 0 0
LENNAR CORP CL B 526057302 420 12,500 SH   SOLE 12,500 0 0
LGI HOMES INC COM 50187T106 9,533 258,760 SH   SOLE 258,760 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 2,461 87,739 SH   SOLE 87,739 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,341 100,000 SH   SOLE 100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 704 25,000 SH   SOLE 25,000 0 0
LIFE STORAGE INC COM 53223X107 12,096 136,000 SH   SOLE 136,000 0 0
LIFEPOINT HEALTH INC COM 53219L109 5,696 96,164 SH   SOLE 96,164 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 30,618 300,000 SH   SOLE 300,000 0 0
LILLY ELI & CO COM 532457108 171,957 2,142,496 SH   SOLE 2,142,496 0 0
LIMONEIRA CO COM 532746104 3,875 205,000 SH   SOLE 205,000 0 0
LINCOLN NATL CORP IND COM 534187109 60,087 1,279,000 SH   SOLE 1,279,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 6,397 320,000 SH   SOLE 320,000 0 0
LITHIA MTRS INC CL A 536797103 16,649 174,300 SH   SOLE 174,300 0 0
LKQ CORP COM 501889208 4,379 123,500 SH   SOLE 123,500 0 0
LOCKHEED MARTIN CORP COM 539830109 102,001 425,500 SH   SOLE 425,500 0 0
LOWES COS INC COM 548661107 13,669 189,300 SH   SOLE 189,300 0 0
LULULEMON ATHLETICA INC COM 550021109 3,232 53,000 SH   SOLE 53,000 0 0
LYON WILLIAM HOMES CL A NEW 552074700 1,113 60,000 SH   SOLE 60,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 30,248 375,000 SH   SOLE 375,000 0 0
MACERICH CO COM 554382101 404 5,000 SH   SOLE 5,000 0 0
MACK CALI RLTY CORP COM 554489104 681 25,000 SH   SOLE 25,000 0 0
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MACYS INC COM 55616P104 3,872 104,500 SH   SOLE 104,500 0 0
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MASTEC INC COM 576323109 11,301 380,000 SH   SOLE 380,000 0 0
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MELLANOX TECHNOLOGIES LTD SHS M51363113 4,541 105,000 SH   SOLE 105,000 0 0
MENTOR GRAPHICS CORP COM 587200106 4,098 155,000 SH   SOLE 155,000 0 0
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MERCK & CO INC COM 58933Y105 239,966 3,845,000 SH   SOLE 3,845,000 0 0
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METLIFE INC COM 59156R108 75,399 1,697,000 SH   SOLE 1,697,000 0 0
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MICROSTRATEGY INC CL A NEW 594972408 2,512 15,000 SH   SOLE 15,000 0 0
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MOBILEYE N V AMSTELVEEN ORD SHS N51488117 10,634 249,800 SH   SOLE 249,800 0 0
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MONDELEZ INTL INC CL A 609207105 46,673 1,063,163 SH   SOLE 1,063,163 0 0
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MONSANTO CO NEW COM 61166W101 77,161 755,000 SH   SOLE 755,000 0 0
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MPLX LP COM UNIT REP LTD 55336V100 5,096 150,500 SH   SOLE 150,500 0 0
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NATIONAL CINEMEDIA INC COM 635309107 9,273 630,000 SH   SOLE 630,000 0 0
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NETFLIX INC COM 64110L106 23,653 240,000 SH   SOLE 240,000 0 0
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NEW HOME CO INC COM 645370107 800 75,000 SH   SOLE 75,000 0 0
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NEW MTN FIN CORP COM 647551100 13,760 1,000,000 SH   SOLE 1,000,000 0 0
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NIC INC COM 62914B100 10,810 460,000 SH   SOLE 460,000 0 0
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NIKE INC CL B 654106103 62,285 1,183,000 SH   SOLE 1,183,000 0 0
NISOURCE INC COM 65473P105 3,737 155,000 SH   SOLE 155,000 0 0
NOBLE CORP PLC SHS USD G65431101 1,839 290,000 SH   SOLE 290,000 0 0
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NVE CORP COM NEW 629445206 1,179 20,000 SH   SOLE 20,000 0 0
NVIDIA CORP COM 67066G104 55,501 810,000 SH   SOLE 810,000 0 0
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NXSTAGE MEDICAL INC COM 67072V103 1,917 76,700 SH   SOLE 76,700 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 28,074 385,000 SH   SOLE 385,000 0 0
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OLD DOMINION FGHT LINES INC COM 679580100 7,890 115,000 SH   SOLE 115,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 4,076 155,500 SH   SOLE 155,500 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 4,945 139,500 SH   SOLE 139,500 0 0
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ONEOK INC NEW COM 682680103 65,522 1,275,000 SH   SOLE 1,275,000 0 0
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OPHTHOTECH CORP COM 683745103 807 17,500 SH   SOLE 17,500 0 0
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OSI SYSTEMS INC COM 671044105 3,805 58,200 SH   SOLE 58,200 0 0
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P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 28,071 424,800 SH   SOLE 424,800 0 0
PALO ALTO NETWORKS INC COM 697435105 39,833 250,000 SH   SOLE 250,000 0 0
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PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 6,260 199,311 SH   SOLE 199,311 0 0
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QUALCOMM INC COM 747525103 100,901 1,473,000 SH   SOLE 1,473,000 0 0
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QUEST DIAGNOSTICS INC COM 74834L100 3,385 40,000 SH   SOLE 40,000 0 0
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SEQUENTIAL BRNDS GROUP INC N COM 81734P107 12,274 1,534,200 SH   SOLE 1,534,200 0 0
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STATE STR CORP COM 857477103 19,496 280,000 SH   SOLE 280,000 0 0
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STRYKER CORP COM 863667101 5,238 45,000 SH   SOLE 45,000 0 0
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SUNOCO LP COM U REP LP 86765K109 2,269 78,200 SH   SOLE 78,200 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 295 23,084 SH   SOLE 23,084 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 2,685 150,000 SH   SOLE 150,000 0 0
SVB FINL GROUP COM 78486Q101 10,501 95,000 SH   SOLE 95,000 0 0
SYMANTEC CORP COM 871503108 6,024 240,000 SH   SOLE 240,000 0 0
SYNCHRONY FINL COM 87165B103 47,590 1,699,648 SH   SOLE 1,699,648 0 0
SYNOPSYS INC COM 871607107 10,683 180,000 SH   SOLE 180,000 0 0
SYSCO CORP COM 871829107 16,320 333,000 SH   SOLE 333,000 0 0
TAILORED BRANDS INC COM 87403A107 1,099 70,000 SH   SOLE 70,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 129,116 4,220,830 SH   SOLE 4,220,830 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,285 28,500 SH   SOLE 28,500 0 0
TAL ED GROUP ADS REPSTG COM 874080104 4,613 65,119 SH   SOLE 65,119 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 3,673 76,200 SH   SOLE 76,200 0 0
TARGET CORP COM 87612E106 26,845 390,880 SH   SOLE 390,880 0 0
TASER INTL INC COM 87651B104 22,888 800,000 SH   SOLE 800,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 4,063 101,615 SH   SOLE 101,615 0 0
TAUBMAN CTRS INC COM 876664103 2,902 39,000 SH   SOLE 39,000 0 0
TCP CAP CORP COM 87238Q103 9,828 600,000 SH   SOLE 600,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 17,125 266,000 SH   SOLE 266,000 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 287 15,700 SH   SOLE 15,700 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 10,151 701,534 SH   SOLE 701,534 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 45,603 2,012,500 SH   SOLE 2,012,500 0 0
TERRENO RLTY CORP COM 88146M101 5,502 200,000 SH   SOLE 200,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 23,778 516,800 SH   SOLE 516,800 0 0
TEXAS INSTRS INC COM 882508104 48,775 695,000 SH   SOLE 695,000 0 0
TEXTRON INC COM 883203101 7,950 200,000 SH   SOLE 200,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 5,815 160,459 SH   SOLE 160,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,520 85,000 SH   SOLE 85,000 0 0
THOR INDS INC COM 885160101 5,929 70,000 SH   SOLE 70,000 0 0
TIME WARNER INC COM NEW 887317303 43,785 550,000 SH   SOLE 550,000 0 0
TITAN INTL INC ILL COM 88830M102 6,578 650,000 SH   SOLE 650,000 0 0
TIVO CORP COM 88870P106 1,112 57,060 SH   SOLE 57,060 0 0
TJX COS INC NEW COM 872540109 29,015 388,000 SH   SOLE 388,000 0 0
TOLL BROTHERS INC COM 889478103 67,036 2,245,000 SH   SOLE 2,245,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 3,465 94,069 SH   SOLE 94,069 0 0
TOTAL SYS SVCS INC COM 891906109 5,936 125,900 SH   SOLE 125,900 0 0
TPG SPECIALTY LENDING INC COM 87265K102 131,456 7,258,761 SH   SOLE 7,258,761 0 0
TRACTOR SUPPLY CO COM 892356106 4,715 70,000 SH   SOLE 70,000 0 0
TRANSGLOBE ENERGY CORP COM 893662106 50 25,147 SH   SOLE 25,147 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,452 230,000 SH   SOLE 230,000 0 0
TRAVELCENTERS AMER LLC COM 894174101 10,597 1,480,000 SH   SOLE 1,480,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 17,938 156,595 SH   SOLE 156,595 0 0
TRI POINTE GROUP INC COM 87265H109 4,789 363,336 SH   SOLE 363,336 0 0
TRIANGLE CAP CORP COM 895848109 4,925 250,000 SH   SOLE 250,000 0 0
TRITON INTL LTD CL A G9078F107 16,224 1,230,000 SH   SOLE 1,230,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 23,977 860,000 SH   SOLE 860,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 122 25,300 SH   SOLE 25,300 0 0
TUPPERWARE BRANDS CORP COM 899896104 6,798 104,000 SH   SOLE 104,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 4,844 200,000 SH   SOLE 200,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 2,474 100,000 SH   SOLE 100,000 0 0
TWITTER INC COM 90184L102 16,135 700,000 SH   SOLE 700,000 0 0
U S G CORP COM NEW 903293405 2,068 80,000 SH   SOLE 80,000 0 0
UCP INC CL A 90265Y106 560 63,534 SH   SOLE 63,534 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 8,139 34,200 SH   SOLE 34,200 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,482 200,000 SH   SOLE 200,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 667 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 3,540 297,000 SH   SOLE 297,000 0 0
UNDER ARMOUR INC CL C 904311206 52,712 1,556,780 SH   SOLE 1,556,780 0 0
UNION PAC CORP COM 907818108 35,598 365,000 SH   SOLE 365,000 0 0
UNITED CONTL HLDGS INC COM 910047109 787 15,000 SH   SOLE 15,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 520 281,200 SH   SOLE 281,200 0 0
UNITED NAT FOODS INC COM 911163103 4,404 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 67,256 615,000 SH   SOLE 615,000 0 0
UNITED RENTALS INC COM 911363109 20,407 260,000 SH   SOLE 260,000 0 0
UNITED STATES STL CORP NEW COM 912909108 264 14,000 SH   SOLE 14,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 110,744 1,090,000 SH   SOLE 1,090,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 52,476 374,828 SH   SOLE 374,828 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 28,199 508,000 SH   SOLE 508,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,009 65,000 SH   SOLE 65,000 0 0
URBAN EDGE PPTYS COM 91704F104 893 31,750 SH   SOLE 31,750 0 0
URBAN OUTFITTERS INC COM 917047102 1,950 56,500 SH   SOLE 56,500 0 0
US BANCORP DEL COM NEW 902973304 41,418 965,671 SH   SOLE 965,671 0 0
VALE S A ADR 91912E105 1,543 280,584 SH   SOLE 280,584 0 0
VALE S A ADR REPSTG PFD 91912E204 1,316 279,500 SH   SOLE 279,500 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 491 20,000 SH   SOLE 20,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 10,335 195,000 SH   SOLE 195,000 0 0
VALSPAR CORP COM 920355104 3,712 35,000 SH   SOLE 35,000 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 4,491 239,400 SH   SOLE 239,400 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 3,333 71,738 SH   SOLE 71,738 0 0
VANGUARD INDEX FDS REIT ETF 922908553 132,279 1,525,000 SH   SOLE 1,525,000 0 0
VECTREN CORP COM 92240G101 1,004 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 825 79,600 SH   SOLE 79,600 0 0
VENTAS INC COM 92276F100 20,321 287,700 SH   SOLE 287,700 0 0
VEREIT INC COM 92339V100 3,630 350,000 SH   SOLE 350,000 0 0
VERIFONE SYS INC COM 92342Y109 12,789 812,500 SH   SOLE 812,500 0 0
VERISIGN INC COM 92343E102 4,882 62,400 SH   SOLE 62,400 0 0
VERISK ANALYTICS INC COM 92345Y106 6,096 75,000 SH   SOLE 75,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 237,209 4,563,468 SH   SOLE 4,563,468 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 22,675 260,000 SH   SOLE 260,000 0 0
VIACOM INC NEW CL B 92553P201 34,290 900,000 SH   SOLE 900,000 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 256 73,500 SH   SOLE 73,500 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 2,015 137,347 SH   SOLE 137,347 0 0
VIRGIN AMER INC COM VTG 92765X208 12,050 225,200 SH   SOLE 225,200 0 0
VISA INC COM CL A 92826C839 226,598 2,740,000 SH   SOLE 2,740,000 0 0
VISTA OUTDOOR INC COM 928377100 1,794 45,000 SH   SOLE 45,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 8,906 88,000 SH   SOLE 88,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 35,215 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 94,766 1,314,000 SH   SOLE 1,314,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 2,318 187,188 SH   SOLE 187,188 0 0
WASTE MGMT INC DEL COM 94106L109 12,752 200,000 SH   SOLE 200,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 29,826 460,000 SH   SOLE 460,000 0 0
WAYFAIR INC CL A 94419L101 33,386 848,000 SH   SOLE 848,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 3,321 140,000 SH   SOLE 140,000 0 0
WEB COM GROUP INC COM 94733A104 2,072 120,000 SH   SOLE 120,000 0 0
WEC ENERGY GROUP INC COM 92939U106 9,126 152,400 SH   SOLE 152,400 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 15,996 1,550,000 SH   SOLE 1,550,000 0 0
WELLS FARGO & CO NEW COM 949746101 307,480 6,944,000 SH   SOLE 6,944,000 0 0
WELLTOWER INC COM 95040Q104 26,319 352,000 SH   SOLE 352,000 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 739 55,000 SH   SOLE 55,000 0 0
WESTERN DIGITAL CORP COM 958102105 65,089 1,113,209 SH   SOLE 1,113,209 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 3,435 62,400 SH   SOLE 62,400 0 0
WESTROCK CO COM 96145D105 47,026 970,000 SH   SOLE 970,000 0 0
WEYERHAEUSER CO COM 962166104 60,686 1,900,000 SH   SOLE 1,900,000 0 0
WGL HLDGS INC COM 92924F106 1,568 25,000 SH   SOLE 25,000 0 0
WHEELER REAL ESTATE INVT TR COM 963025101 438 250,000 SH   SOLE 250,000 0 0
WHIRLPOOL CORP COM 963320106 7,662 47,250 SH   SOLE 47,250 0 0
WHITESTONE REIT COM 966084204 7,072 509,500 SH   SOLE 509,500 0 0
WHOLE FOODS MKT INC COM 966837106 38,556 1,360,000 SH   SOLE 1,360,000 0 0
WILLIAMS COS INC DEL COM 969457100 17,362 565,000 SH   SOLE 565,000 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 3,968 106,700 SH   SOLE 106,700 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 656 67,500 SH   SOLE 67,500 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 428 14,300 SH   SOLE 14,300 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 3,834 180,000 SH   SOLE 180,000 0 0
WPX ENERGY INC COM 98212B103 2,440 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 7,474 111,000 SH   SOLE 111,000 0 0
XCEL BRANDS INC COM NEW 98400M101 2,541 515,419 SH   SOLE 515,419 0 0
XCEL ENERGY INC COM 98389B100 13,164 320,000 SH   SOLE 320,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 527 65,000 SH   SOLE 65,000 0 0
XEROX CORP COM 984121103 25,325 2,500,000 SH   SOLE 2,500,000 0 0
XL GROUP LTD COM G98294104 9,416 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 7,539 390,000 SH   SOLE 390,000 0 0
YANDEX N V SHS CLASS A N97284108 6,979 331,545 SH   SOLE 331,545 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 14,844 814,700 SH   SOLE 814,700 0 0
YUM BRANDS INC COM 988498101 10,262 113,000 SH   SOLE 113,000 0 0
ZAIS FINL CORP COM 98886K108 2,078 144,000 SH   SOLE 144,000 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 7,844 200,000 SH   SOLE 200,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 9,166 70,500 SH   SOLE 70,500 0 0
ZOETIS INC CL A 98978V103 65,701 1,263,234 SH   SOLE 1,263,234 0 0
ZYNGA INC CL A 98986T108 6,678 2,294,800 SH   SOLE 2,294,800 0 0