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 2,138 70,900 SH   SOLE 70,900 0 0
58 COM INC SPON ADR REP A 31680Q104 449 16,034 SH   SOLE 16,034 0 0
ABBOTT LABS COM 002824100 31,343 816,000 SH   SOLE 816,000 0 0
ABBVIE INC COM 00287Y109 138,515 2,212,000 SH   SOLE 2,212,000 0 0
ABM INDS INC COM 000957100 1,634 40,000 SH   SOLE 40,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 17,874 540,000 SH   SOLE 540,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 17,589 538,246 SH   SOLE 538,246 0 0
ACCELERON PHARMA INC COM 00434H108 459 18,000 SH   SOLE 18,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 21,376 182,500 SH   SOLE 182,500 0 0
ACCO BRANDS CORP COM 00081T108 2,767 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,692 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 82,558 2,286,300 SH   SOLE 2,286,300 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,580 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 92 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 97 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 1,430 137,716 SH   SOLE 137,716 0 0
ADIENT PLC ORD SHS G0084W101 2,623 44,767 SH   SOLE 44,767 0 0
ADOBE SYS INC COM 00724F101 16,081 156,200 SH   SOLE 156,200 0 0
ADTRAN INC COM 00738A106 5,029 225,000 SH   SOLE 225,000 0 0
ADURO BIOTECH INC COM 00739L101 589 51,700 SH   SOLE 51,700 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,985 17,650 SH   SOLE 17,650 0 0
ADVANCED MICRO DEVICES INC COM 007903107 49,896 4,400,000 SH   SOLE 4,400,000 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 5,989 1,188,166 SH   SOLE 1,188,166 0 0
ADVANSIX INC COM 00773T101 345 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 57,267 1,575,000 SH   SOLE 1,575,000 0 0
AERCAP HOLDINGS NV SHS N00985106 7,457 179,200 SH   SOLE 179,200 0 0
AES CORP COM 00130H105 5,520 475,000 SH   SOLE 475,000 0 0
AETNA INC NEW COM 00817Y108 24,817 200,120 SH   SOLE 200,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 6,103 42,000 SH   SOLE 42,000 0 0
AFLAC INC COM 001055102 21,576 310,000 SH   SOLE 310,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 6,834 150,000 SH   SOLE 150,000 0 0
AGNC INVT CORP COM 00123Q104 4,533 250,000 SH   SOLE 250,000 0 0
AGREE REALTY CORP COM 008492100 20,988 455,750 SH   SOLE 455,750 0 0
AIR PRODS & CHEMS INC COM 009158106 26,607 185,000 SH   SOLE 185,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,747 56,200 SH   SOLE 56,200 0 0
AKORN INC COM 009728106 327 15,000 SH   SOLE 15,000 0 0
ALASKA AIR GROUP INC COM 011659109 6,211 70,000 SH   SOLE 70,000 0 0
ALBEMARLE CORP COM 012653101 25,824 300,000 SH   SOLE 300,000 0 0
ALCOA CORP COM 013872106 421 15,000 SH   SOLE 15,000 0 0
ALERE INC COM 01449J105 25,720 660,000 SH   SOLE 660,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 4,711 105,000 SH   SOLE 105,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 21,864 196,750 SH   SOLE 196,750 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 12,847 105,000 SH   SOLE 105,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 73,926 841,893 SH   SOLE 841,893 0 0
ALKERMES PLC SHS G01767105 2,501 45,000 SH   SOLE 45,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,808 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,779 300,000 SH   SOLE 300,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,280 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 65,251 310,702 SH   SOLE 310,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 1,152 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,652 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 715 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 19,349 261,054 SH   SOLE 261,054 0 0
ALPHABET INC CAP STK CL C 02079K107 581,952 754,000 SH   SOLE 754,000 0 0
ALTRIA GROUP INC COM 02209S103 142,341 2,105,000 SH   SOLE 2,105,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 2,303 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 696 226,033 SH   SOLE 226,033 0 0
AMAZON COM INC COM 023135106 356,188 475,000 SH   SOLE 475,000 0 0
AMBEV SA SPONSORED ADR 02319V103 18,433 3,754,100 SH   SOLE 3,754,100 0 0
AMEREN CORP COM 023608102 6,662 127,000 SH   SOLE 127,000 0 0
AMERESCO INC CL A 02361E108 688 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 23,428 1,863,772 SH   SOLE 1,863,772 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 934 20,000 SH   SOLE 20,000 0 0
AMERICAN ASSETS TR INC COM 024013104 22,617 525,000 SH   SOLE 525,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,930 100,000 SH   SOLE 100,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 17,693 355,501 SH   SOLE 355,501 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,365 90,000 SH   SOLE 90,000 0 0
AMERICAN ELEC PWR INC COM 025537101 16,243 258,000 SH   SOLE 258,000 0 0
AMERICAN EXPRESS CO COM 025816109 38,522 520,000 SH   SOLE 520,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 1,049 50,000 SH   SOLE 50,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 74,584 1,142,000 SH   SOLE 1,142,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 85,654 810,500 SH   SOLE 810,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,085 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 80,320 724,000 SH   SOLE 724,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 12,901 165,000 SH   SOLE 165,000 0 0
AMGEN INC COM 031162100 57,220 391,355 SH   SOLE 391,355 0 0
ANADARKO PETE CORP COM 032511107 28,241 405,000 SH   SOLE 405,000 0 0
ANALOG DEVICES INC COM 032654105 67,174 925,000 SH   SOLE 925,000 0 0
ANGIODYNAMICS INC COM 03475V101 1,097 65,000 SH   SOLE 65,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,250 214,066 SH   SOLE 214,066 0 0
ANSYS INC COM 03662Q105 4,162 45,000 SH   SOLE 45,000 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 2,427 78,600 SH   SOLE 78,600 0 0
ANTHEM INC COM 036752103 5,751 40,000 SH   SOLE 40,000 0 0
AON PLC SHS CL A G0408V102 29,555 265,000 SH   SOLE 265,000 0 0
APACHE CORP COM 037411105 77,433 1,220,000 SH   SOLE 1,220,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 12,044 265,000 SH   SOLE 265,000 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 3,637 182,000 SH   SOLE 182,000 0 0
APPLE INC COM 037833100 704,996 6,087,000 SH   SOLE 6,087,000 0 0
APPLIED MATLS INC COM 038222105 35,336 1,095,000 SH   SOLE 1,095,000 0 0
AQUA AMERICA INC COM 03836W103 2,253 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 1,306 175,000 SH   SOLE 175,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 29,214 338,556 SH   SOLE 338,556 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 16,024 351,026 SH   SOLE 351,026 0 0
ARCONIC INC COM 03965L100 35,690 1,925,000 SH   SOLE 1,925,000 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 345 63,800 SH   SOLE 63,800 0 0
ARES CAP CORP COM 04010L103 59,364 3,600,000 SH   SOLE 3,600,000 0 0
ARQULE INC COM 04269E107 282 223,774 SH   SOLE 223,774 0 0
ARRAY BIOPHARMA INC COM 04269X105 2,329 265,000 SH   SOLE 265,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 478 35,000 SH   SOLE 35,000 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 1,009 130,000 SH   SOLE 130,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,133 39,000 SH   SOLE 39,000 0 0
ASTEC INDS INC COM 046224101 81,627 1,210,000 SH   SOLE 1,210,000 0 0
AT HOME GROUP INC COM 04650Y100 1,024 70,000 SH   SOLE 70,000 0 0
AT&T INC COM 00206R102 274,850 6,462,500 SH   SOLE 6,462,500 0 0
ATLANTICA YIELD PLC SHS G0751N103 502 25,943 SH   SOLE 25,943 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 38,591 740,000 SH   SOLE 740,000 0 0
ATMOS ENERGY CORP COM 049560105 1,854 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 475 134,100 SH   SOLE 134,100 0 0
AUDIOCODES LTD ORD M15342104 99 15,664 SH   SOLE 15,664 0 0
AUTODESK INC COM 052769106 21,759 294,000 SH   SOLE 294,000 0 0
AUTOZONE INC COM 053332102 7,740 9,800 SH   SOLE 9,800 0 0
AVALONBAY CMNTYS INC COM 053484101 24,358 137,500 SH   SOLE 137,500 0 0
AVON PRODS INC COM 054303102 24,192 4,800,000 SH   SOLE 4,800,000 0 0
AXALTA COATING SYS LTD COM G0750C108 5,440 200,000 SH   SOLE 200,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 311 25,000 SH   SOLE 25,000 0 0
B/E AEROSPACE INC COM 073302101 542 9,000 SH   SOLE 9,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 5,392 325,000 SH   SOLE 325,000 0 0
BAIDU INC SPON ADR REP A 056752108 46,848 284,951 SH   SOLE 284,951 0 0
BAKER HUGHES INC COM 057224107 34,109 525,000 SH   SOLE 525,000 0 0
BALLANTYNE STRONG INC COM 058516105 4,000 500,000 SH   SOLE 500,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 2,262 259,698 SH   SOLE 259,698 0 0
BANCO MACRO SA SPON ADR B 05961W105 3,504 54,445 SH   SOLE 54,445 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 4,271 195,258 SH   SOLE 195,258 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 2,883 78,582 SH   SOLE 78,582 0 0
BANK AMER CORP COM 060505104 288,051 13,034,000 SH   SOLE 13,034,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 61,555 1,299,167 SH   SOLE 1,299,167 0 0
BANKRATE INC DEL COM 06647F102 18,785 1,700,000 SH   SOLE 1,700,000 0 0
BARCLAYS PLC NOTE 8.250%12/3 06738EAA3 520 500,000 SH   SOLE 500,000 0 0
BARD C R INC COM 067383109 4,493 20,000 SH   SOLE 20,000 0 0
BB&T CORP COM 054937107 10,580 225,000 SH   SOLE 225,000 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,823 294,000 SH   SOLE 294,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 15,960 1,200,000 SH   SOLE 1,200,000 0 0
BECTON DICKINSON & CO COM 075887109 16,451 99,374 SH   SOLE 99,374 0 0
BEIGENE LTD SPONSORED ADR 07725L102 1,345 44,287 SH   SOLE 44,287 0 0
BEL FUSE INC CL B 077347300 2,627 85,000 SH   SOLE 85,000 0 0
BERKLEY W R CORP COM 084423102 4,849 72,905 SH   SOLE 72,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 23,191 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 149,942 920,000 SH   SOLE 920,000 0 0
BEST BUY INC COM 086516101 1,822 42,700 SH   SOLE 42,700 0 0
BIOGEN INC COM 09062X103 70,465 248,485 SH   SOLE 248,485 0 0
BIOSTAGE INC COM 09074M103 93 105,000 SH   SOLE 105,000 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 8 11,216 SH   SOLE 11,216 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 664 35,083 SH   SOLE 35,083 0 0
BLACK HILLS CORP COM 092113109 1,534 25,000 SH   SOLE 25,000 0 0
BLACKROCK INC COM 09247X101 39,766 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,703 100,000 SH   SOLE 100,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 4,029 134,000 SH   SOLE 134,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 3,486 145,000 SH   SOLE 145,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 1,166 85,000 SH   SOLE 85,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 764 44,000 SH   SOLE 44,000 0 0
BOEING CO COM 097023105 73,170 470,000 SH   SOLE 470,000 0 0
BORGWARNER INC COM 099724106 4,930 125,000 SH   SOLE 125,000 0 0
BOSTON BEER INC CL A 100557107 7,049 41,500 SH   SOLE 41,500 0 0
BOSTON PROPERTIES INC COM 101121101 33,622 267,300 SH   SOLE 267,300 0 0
BOSTON SCIENTIFIC CORP COM 101137107 10,599 490,000 SH   SOLE 490,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8,593 520,500 SH   SOLE 520,500 0 0
BRF SA SPONSORED ADR 10552T107 1,846 125,089 SH   SOLE 125,089 0 0
BRIGHTCOVE INC COM 10921T101 966 120,000 SH   SOLE 120,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 97,416 1,666,938 SH   SOLE 1,666,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 8,437 345,500 SH   SOLE 345,500 0 0
BROADCOM LTD SHS Y09827109 57,892 327,500 SH   SOLE 327,500 0 0
BROOKDALE SR LIVING INC COM 112463104 1,813 146,000 SH   SOLE 146,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,686 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 4,838 220,000 SH   SOLE 220,000 0 0
BSQUARE CORP COM NEW 11776U300 1,346 230,000 SH   SOLE 230,000 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 9,964 150,600 SH   SOLE 150,600 0 0
BURLINGTON STORES INC COM 122017106 12,501 147,500 SH   SOLE 147,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,963 125,000 SH   SOLE 125,000 0 0
CABOT OIL & GAS CORP COM 127097103 6,658 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 10,365 411,000 SH   SOLE 411,000 0 0
CAESARSTONE LTD ORD SHS M20598104 2,851 99,500 SH   SOLE 99,500 0 0
CALAVO GROWERS INC COM 128246105 34,235 557,580 SH   SOLE 557,580 0 0
CALERES INC COM 129500104 4,168 127,000 SH   SOLE 127,000 0 0
CALGON CARBON CORP COM 129603106 14,280 840,000 SH   SOLE 840,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 848 25,000 SH   SOLE 25,000 0 0
CALPINE CORP COM NEW 131347304 743 65,000 SH   SOLE 65,000 0 0
CAMPBELL SOUP CO COM 134429109 48,376 800,000 SH   SOLE 800,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 2,118 65,000 SH   SOLE 65,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 25,300 290,000 SH   SOLE 290,000 0 0
CAPITAL SR LIVING CORP COM 140475104 4,815 300,000 SH   SOLE 300,000 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 2,548 250,000 SH   SOLE 250,000 0 0
CARDINAL HEALTH INC COM 14149Y108 18,352 255,000 SH   SOLE 255,000 0 0
CARMAX INC COM 143130102 1,256 19,500 SH   SOLE 19,500 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 48,936 940,000 SH   SOLE 940,000 0 0
CARTER INC COM 146229109 2,808 32,500 SH   SOLE 32,500 0 0
CASEYS GEN STORES INC COM 147528103 40,419 340,000 SH   SOLE 340,000 0 0
CATERPILLAR INC DEL COM 149123101 88,381 953,000 SH   SOLE 953,000 0 0
CBRE GROUP INC CL A 12504L109 7,353 233,500 SH   SOLE 233,500 0 0
CBS CORP NEW CL B 124857202 64,892 1,020,000 SH   SOLE 1,020,000 0 0
CELADON GROUP INC COM 150838100 107 15,000 SH   SOLE 15,000 0 0
CELGENE CORP COM 151020104 61,348 530,000 SH   SOLE 530,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 1,682 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 13,923 1,733,875 SH   SOLE 1,733,875 0 0
CENTENE CORP DEL COM 15135B101 22,353 395,550 SH   SOLE 395,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 6,160 250,000 SH   SOLE 250,000 0 0
CERAGON NETWORKS LTD ORD M22013102 97 36,991 SH   SOLE 36,991 0 0
CERNER CORP COM 156782104 8,053 170,000 SH   SOLE 170,000 0 0
CF INDS HLDGS INC COM 125269100 44,072 1,400,000 SH   SOLE 1,400,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,667 35,000 SH   SOLE 35,000 0 0
CHATHAM LODGING TR COM 16208T102 5,117 249,000 SH   SOLE 249,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 8,750 103,600 SH   SOLE 103,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,036 25,000 SH   SOLE 25,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 1,585 55,000 SH   SOLE 55,000 0 0
CHEROKEE INC DEL NEW COM 16444H102 158 15,000 SH   SOLE 15,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 3,861 550,000 SH   SOLE 550,000 0 0
CHEVRON CORP NEW COM 166764100 91,218 775,000 SH   SOLE 775,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 25,400 800,000 SH   SOLE 800,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 26,307 501,754 SH   SOLE 501,754 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,169 19,000 SH   SOLE 19,000 0 0
CHUBB LIMITED COM H1467J104 37,405 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 3,164 100,262 SH   SOLE 100,262 0 0
CHURCH & DWIGHT INC COM 171340102 36,457 825,000 SH   SOLE 825,000 0 0
CIENA CORP COM NEW 171779309 9,764 400,000 SH   SOLE 400,000 0 0
CIGNA CORPORATION COM 125509109 62,318 467,182 SH   SOLE 467,182 0 0
CIMAREX ENERGY CO COM 171798101 2,718 20,000 SH   SOLE 20,000 0 0
CINEDIGM CORP COM NEW 172406209 172 119,506 SH   SOLE 119,506 0 0
CINEMARK HOLDINGS INC COM 17243V102 15,728 410,000 SH   SOLE 410,000 0 0
CISCO SYS INC COM 17275R102 134,872 4,463,000 SH   SOLE 4,463,000 0 0
CITIGROUP INC COM NEW 172967424 177,161 2,981,000 SH   SOLE 2,981,000 0 0
CITRIX SYS INC COM 177376100 6,654 74,500 SH   SOLE 74,500 0 0
CITY OFFICE REIT INC COM 178587101 4,543 345,000 SH   SOLE 345,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 5,434 1,900,000 SH   SOLE 1,900,000 0 0
CLOROX CO DEL COM 189054109 7,441 62,000 SH   SOLE 62,000 0 0
CLUBCORP HLDGS INC COM 18948M108 4,463 311,000 SH   SOLE 311,000 0 0
CME GROUP INC COM 12572Q105 20,763 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 6,035 145,000 SH   SOLE 145,000 0 0
COCA COLA CO COM 191216100 191,255 4,613,000 SH   SOLE 4,613,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 5,519 175,763 SH   SOLE 175,763 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 33,080 800,000 SH   SOLE 800,000 0 0
COLGATE PALMOLIVE CO COM 194162103 64,393 984,000 SH   SOLE 984,000 0 0
COLONY CAP INC CL A 19624R106 3,665 181,000 SH   SOLE 181,000 0 0
COLONY STARWOOD HOMES COM 19625X102 7,721 268,000 SH   SOLE 268,000 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 756 35,000 SH   SOLE 35,000 0 0
COMCAST CORP NEW CL A 20030N101 158,815 2,300,000 SH   SOLE 2,300,000 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 7,455 293,400 SH   SOLE 293,400 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,502 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 6,829 296,500 SH   SOLE 296,500 0 0
COMMVAULT SYSTEMS INC COM 204166102 16,448 320,000 SH   SOLE 320,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 5,227 463,367 SH   SOLE 463,367 0 0
COMPUTER SCIENCES CORP COM 205363104 4,968 83,600 SH   SOLE 83,600 0 0
COMSCORE INC COM 20564W105 40,422 1,280,000 SH   SOLE 1,280,000 0 0
CONAGRA BRANDS INC COM 205887102 6,625 167,500 SH   SOLE 167,500 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 412 40,000 SH   SOLE 40,000 0 0
CONNECTICUT WTR SVC INC COM 207797101 838 15,000 SH   SOLE 15,000 0 0
CONOCOPHILLIPS COM 20825C104 67,438 1,345,000 SH   SOLE 1,345,000 0 0
CONSOL ENERGY INC COM 20854P109 2,735 150,000 SH   SOLE 150,000 0 0
CONSOLIDATED EDISON INC COM 209115104 4,789 65,000 SH   SOLE 65,000 0 0
COPA HOLDINGS SA CL A P31076105 11,139 122,638 SH   SOLE 122,638 0 0
CORE MARK HOLDING CO INC COM 218681104 35,317 820,000 SH   SOLE 820,000 0 0
CORECIVIC INC COM 21871N101 8,316 340,000 SH   SOLE 340,000 0 0
CORNING INC COM 219350105 11,744 483,900 SH   SOLE 483,900 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 484 15,500 SH   SOLE 15,500 0 0
COSTAMARE INC SHS Y1771G102 85 15,200 SH   SOLE 15,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 29,140 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 3,241 177,000 SH   SOLE 177,000 0 0
COUPA SOFTWARE INC COM 22266L106 313 12,500 SH   SOLE 12,500 0 0
COVANTA HLDG CORP COM 22282E102 10,920 700,000 SH   SOLE 700,000 0 0
CRAY INC COM NEW 225223304 25,565 1,235,000 SH   SOLE 1,235,000 0 0
CREDICORP LTD COM G2519Y108 27,497 174,186 SH   SOLE 174,186 0 0
CROCS INC COM 227046109 515 75,000 SH   SOLE 75,000 0 0
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CROWN HOLDINGS INC COM 228368106 9,200 175,000 SH   SOLE 175,000 0 0
CSRA INC COM 12650T104 1,592 50,000 SH   SOLE 50,000 0 0
CSX CORP COM 126408103 2,695 75,000 SH   SOLE 75,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,434 85,860 SH   SOLE 85,860 0 0
CUBESMART COM 229663109 29,260 1,093,000 SH   SOLE 1,093,000 0 0
CUBIC CORP COM 229669106 51,547 1,075,000 SH   SOLE 1,075,000 0 0
CUMMINS INC COM 231021106 4,783 35,000 SH   SOLE 35,000 0 0
CUMULUS MEDIA INC CL A NEW 231082603 822 806,249 SH   SOLE 806,249 0 0
CVS HEALTH CORP COM 126650100 51,287 649,943 SH   SOLE 649,943 0 0
CYNOSURE INC CL A 232577205 52,440 1,150,000 SH   SOLE 1,150,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 31,463 2,750,250 SH   SOLE 2,750,250 0 0
CYRUSONE INC COM 23283R100 13,844 309,500 SH   SOLE 309,500 0 0
CYS INVTS INC COM 12673A108 1,036 134,000 SH   SOLE 134,000 0 0
DANA INCORPORATED COM 235825205 3,796 200,000 SH   SOLE 200,000 0 0
DANAHER CORP DEL COM 235851102 12,454 160,000 SH   SOLE 160,000 0 0
DARDEN RESTAURANTS INC COM 237194105 2,909 40,000 SH   SOLE 40,000 0 0
DATAWATCH CORP COM NEW 237917208 4,950 900,000 SH   SOLE 900,000 0 0
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DEERE & CO COM 244199105 8,758 85,000 SH   SOLE 85,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 3,615 65,761 SH   SOLE 65,761 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 47,414 704,000 SH   SOLE 704,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 79,442 1,615,000 SH   SOLE 1,615,000 0 0
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DENTSPLY SIRONA INC COM 24906P109 6,639 115,000 SH   SOLE 115,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 18,040 395,000 SH   SOLE 395,000 0 0
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DIANA SHIPPING INC COM Y2066G104 117 38,700 SH   SOLE 38,700 0 0
DICKS SPORTING GOODS INC COM 253393102 1,699 32,000 SH   SOLE 32,000 0 0
DIGI INTL INC COM 253798102 1,994 145,000 SH   SOLE 145,000 0 0
DISCOVER FINL SVCS COM 254709108 24,330 337,500 SH   SOLE 337,500 0 0
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DISH NETWORK CORP CL A 25470M109 64,882 1,120,000 SH   SOLE 1,120,000 0 0
DISNEY WALT CO COM DISNEY 254687106 317,871 3,050,000 SH   SOLE 3,050,000 0 0
DOLLAR GEN CORP NEW COM 256677105 11,259 152,000 SH   SOLE 152,000 0 0
DOLLAR TREE INC COM 256746108 9,339 121,000 SH   SOLE 121,000 0 0
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DOMINION RES INC VA NEW COM 25746U109 75,441 985,000 SH   SOLE 985,000 0 0
DOUGLAS EMMETT INC COM 25960P109 7,787 213,000 SH   SOLE 213,000 0 0
DOVER MOTORSPORTS INC COM 260174107 575 250,000 SH   SOLE 250,000 0 0
DOW CHEM CO COM 260543103 77,304 1,351,000 SH   SOLE 1,351,000 0 0
DR REDDYS LABS LTD ADR 256135203 6,506 143,700 SH   SOLE 143,700 0 0
DTE ENERGY CO COM 233331107 9,556 97,000 SH   SOLE 97,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 7,340 100,000 SH   SOLE 100,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 25,227 325,000 SH   SOLE 325,000 0 0
DYNEGY INC NEW DEL COM 26817R108 931 110,000 SH   SOLE 110,000 0 0
EAST WEST BANCORP INC COM 27579R104 5,083 100,000 SH   SOLE 100,000 0 0
EASTMAN CHEM CO COM 277432100 2,256 30,000 SH   SOLE 30,000 0 0
EATON CORP PLC SHS G29183103 13,083 195,000 SH   SOLE 195,000 0 0
EBAY INC COM 278642103 15,439 520,000 SH   SOLE 520,000 0 0
ECHOSTAR CORP CL A 278768106 36,230 705,000 SH   SOLE 705,000 0 0
ECOLAB INC COM 278865100 10,843 92,500 SH   SOLE 92,500 0 0
EDGEWELL PERS CARE CO COM 28035Q102 2,117 29,000 SH   SOLE 29,000 0 0
EDISON INTL COM 281020107 11,878 165,000 SH   SOLE 165,000 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 4,019 95,000 SH   SOLE 95,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,157 108,400 SH   SOLE 108,400 0 0
ELECTRONIC ARTS INC COM 285512109 10,483 133,099 SH   SOLE 133,099 0 0
EMERSON ELEC CO COM 291011104 6,801 122,000 SH   SOLE 122,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,230 375,000 SH   SOLE 375,000 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 3,751 147,200 SH   SOLE 147,200 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 1,336 162,706 SH   SOLE 162,706 0 0
ENEL CHILE S A SPONSORED ADR 29278D105 80 17,600 SH   SOLE 17,600 0 0
ENERGEN CORP COM 29265N108 2,595 45,000 SH   SOLE 45,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,294 29,000 SH   SOLE 29,000 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 5,382 150,300 SH   SOLE 150,300 0 0
ENSCO PLC SHS CLASS A G3157S106 2,576 265,000 SH   SOLE 265,000 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 1,836 120,000 SH   SOLE 120,000 0 0
ENTERGY CORP NEW COM 29364G103 7,347 100,000 SH   SOLE 100,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 36,523 1,350,700 SH   SOLE 1,350,700 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 14,420 2,060,000 SH   SOLE 2,060,000 0 0
ENZYMOTEC LTD SHS M4059L101 164 24,997 SH   SOLE 24,997 0 0
EOG RES INC COM 26875P101 27,803 275,000 SH   SOLE 275,000 0 0
EPAM SYS INC COM 29414B104 12,862 200,000 SH   SOLE 200,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 147,954 2,061,500 SH   SOLE 2,061,500 0 0
EQT CORP COM 26884L109 9,287 142,000 SH   SOLE 142,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 5,237 68,300 SH   SOLE 68,300 0 0
EQUIFAX INC COM 294429105 4,587 38,800 SH   SOLE 38,800 0 0
EQUINIX INC COM PAR $0.001 29444U700 2,412 6,750 SH   SOLE 6,750 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 6,653 220,000 SH   SOLE 220,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,624 78,000 SH   SOLE 78,000 0 0
EQUITY ONE COM 294752100 3,161 103,000 SH   SOLE 103,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 9,972 154,950 SH   SOLE 154,950 0 0
EROS INTL PLC SHS NEW G3788M114 24,925 1,909,990 SH   SOLE 1,909,990 0 0
ESSENT GROUP LTD COM G3198U102 1,619 50,000 SH   SOLE 50,000 0 0
ESSEX PPTY TR INC COM 297178105 38,383 165,086 SH   SOLE 165,086 0 0
EVEREST RE GROUP LTD COM G3223R108 15,148 70,000 SH   SOLE 70,000 0 0
EVERSOURCE ENERGY COM 30040W108 11,322 205,000 SH   SOLE 205,000 0 0
EXA CORP COM 300614500 4,147 270,000 SH   SOLE 270,000 0 0
EXELON CORP COM 30161N101 15,438 435,000 SH   SOLE 435,000 0 0
EXPRESS INC COM 30219E103 269 25,000 SH   SOLE 25,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 34,395 500,000 SH   SOLE 500,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 24,370 315,500 SH   SOLE 315,500 0 0
EXXON MOBIL CORP COM 30231G102 403,281 4,468,000 SH   SOLE 4,468,000 0 0
F M C CORP COM NEW 302491303 3,676 65,000 SH   SOLE 65,000 0 0
FACEBOOK INC CL A 30303M102 429,137 3,730,000 SH   SOLE 3,730,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 8,882 62,500 SH   SOLE 62,500 0 0
FEDEX CORP COM 31428X106 38,171 205,000 SH   SOLE 205,000 0 0
FELCOR LODGING TR INC COM 31430F101 2,684 335,000 SH   SOLE 335,000 0 0
FIBROGEN INC COM 31572Q808 378 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 11,104 146,800 SH   SOLE 146,800 0 0
FINANCIAL ENGINES INC COM 317485100 2,759 75,087 SH   SOLE 75,087 0 0
FINISAR CORP COM NEW 31787A507 3,027 100,000 SH   SOLE 100,000 0 0
FIREEYE INC COM 31816Q101 5,950 500,000 SH   SOLE 500,000 0 0
FIRSTENERGY CORP COM 337932107 7,123 230,000 SH   SOLE 230,000 0 0
FIVE BELOW INC COM 33829M101 8,452 211,500 SH   SOLE 211,500 0 0
FLAMEL TECHNOLOGIES SA SPONSORED ADR 338488109 342 32,915 SH   SOLE 32,915 0 0
FLOWERS FOODS INC COM 343498101 4,069 203,750 SH   SOLE 203,750 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 11,400 149,576 SH   SOLE 149,576 0 0
FOOT LOCKER INC COM 344849104 6,309 89,000 SH   SOLE 89,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 21,834 1,800,000 SH   SOLE 1,800,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 11,399 546,980 SH   SOLE 546,980 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,871 35,000 SH   SOLE 35,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 5,259 256,274 SH   SOLE 256,274 0 0
FREEPORT-MCMORAN INC CL B 35671D857 9,233 700,000 SH   SOLE 700,000 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 6,760 2,000,000 SH   SOLE 2,000,000 0 0
FS INVT CORP COM 302635107 26,780 2,600,000 SH   SOLE 2,600,000 0 0
GAMESTOP CORP NEW CL A 36467W109 41,679 1,650,000 SH   SOLE 1,650,000 0 0
GARTNER INC COM 366651107 7,277 72,000 SH   SOLE 72,000 0 0
GASLOG LTD SHS G37585109 214 13,300 SH   SOLE 13,300 0 0
GAZIT GLOBE LTD SHS M4793C102 2,398 277,500 SH   SOLE 277,500 0 0
GENERAL DYNAMICS CORP COM 369550108 60,431 350,000 SH   SOLE 350,000 0 0
GENERAL ELECTRIC CO COM 369604103 274,288 8,680,000 SH   SOLE 8,680,000 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 29,666 1,187,575 SH   SOLE 1,187,575 0 0
GENERAL MLS INC COM 370334104 19,564 316,720 SH   SOLE 316,720 0 0
GENERAL MTRS CO COM 37045V100 21,635 621,000 SH   SOLE 621,000 0 0
GENESEE & WYO INC CL A 371559105 10,412 150,000 SH   SOLE 150,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 7,554 209,726 SH   SOLE 209,726 0 0
GENWORTH FINL INC COM CL A 37247D106 16,002 4,200,000 SH   SOLE 4,200,000 0 0
GERON CORP COM 374163103 1,801 870,000 SH   SOLE 870,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 6,370 215,500 SH   SOLE 215,500 0 0
GILEAD SCIENCES INC COM 375558103 158,974 2,220,000 SH   SOLE 2,220,000 0 0
GLADSTONE LD CORP COM 376549101 3,867 344,000 SH   SOLE 344,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 2,810 315,000 SH   SOLE 315,000 0 0
GLOBAL PMTS INC COM 37940X102 6,344 91,400 SH   SOLE 91,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 93,984 392,500 SH   SOLE 392,500 0 0
GOLUB CAP BDC INC COM 38173M102 7,356 400,000 SH   SOLE 400,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 7,718 250,000 SH   SOLE 250,000 0 0
GRAMERCY PPTY TR COM 385002100 16,477 1,794,822 SH   SOLE 1,794,822 0 0
GRANITE CONSTR INC COM 387328107 20,075 365,000 SH   SOLE 365,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,560 125,000 SH   SOLE 125,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 2,735 100,000 SH   SOLE 100,000 0 0
GREIF INC CL B 397624206 4,188 62,000 SH   SOLE 62,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 1,344 17,250 SH   SOLE 17,250 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 533 67,100 SH   SOLE 67,100 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 4,613 171,344 SH   SOLE 171,344 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 3,266 454,238 SH   SOLE 454,238 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,345 64,400 SH   SOLE 64,400 0 0
GSV CAP CORP COM 36191J101 7,545 1,500,000 SH   SOLE 1,500,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 54,642 1,400,000 SH   SOLE 1,400,000 0 0
HALLIBURTON CO COM 406216101 12,441 230,000 SH   SOLE 230,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 1,778 180,000 SH   SOLE 180,000 0 0
HALYARD HEALTH INC COM 40650V100 684 18,500 SH   SOLE 18,500 0 0
HANESBRANDS INC COM 410345102 5,393 250,000 SH   SOLE 250,000 0 0
HARLEY DAVIDSON INC COM 412822108 5,542 95,000 SH   SOLE 95,000 0 0
HARRIS CORP DEL COM 413875105 3,586 35,000 SH   SOLE 35,000 0 0
HARSCO CORP COM 415864107 11,424 840,000 SH   SOLE 840,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,196 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 31,116 400,000 SH   SOLE 400,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 5,953 180,000 SH   SOLE 180,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 24,443 575,000 SH   SOLE 575,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 45,663 752,533 SH   SOLE 752,533 0 0
HECLA MNG CO COM 422704106 31,047 5,925,000 SH   SOLE 5,925,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,411 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 7,276 94,000 SH   SOLE 94,000 0 0
HERCULES CAPITAL INC COM 427096508 10,583 750,000 SH   SOLE 750,000 0 0
HERSHEY CO COM 427866108 20,686 200,000 SH   SOLE 200,000 0 0
HESS CORP COM 42809H107 19,933 320,000 SH   SOLE 320,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 20,826 900,000 SH   SOLE 900,000 0 0
HEXCEL CORP NEW COM 428291108 2,572 50,000 SH   SOLE 50,000 0 0
HFF INC CL A 40418F108 1,271 42,000 SH   SOLE 42,000 0 0
HIGHWOODS PPTYS INC COM 431284108 2,040 40,000 SH   SOLE 40,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 24,861 914,000 SH   SOLE 914,000 0 0
HOLLYFRONTIER CORP COM 436106108 40,950 1,250,000 SH   SOLE 1,250,000 0 0
HOLOGIC INC COM 436440101 4,863 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 237,858 1,774,000 SH   SOLE 1,774,000 0 0
HONEYWELL INTL INC COM 438516106 47,499 410,000 SH   SOLE 410,000 0 0
HORTONWORKS INC COM 440894103 3,989 480,000 SH   SOLE 480,000 0 0
HOWARD HUGHES CORP COM 44267D107 24,497 214,704 SH   SOLE 214,704 0 0
HP INC COM 40434L105 9,996 673,600 SH   SOLE 673,600 0 0
HSN INC COM 404303109 19,208 560,000 SH   SOLE 560,000 0 0
HUDSON PAC PPTYS INC COM 444097109 14,451 415,500 SH   SOLE 415,500 0 0
HUMANA INC COM 444859102 67,330 330,000 SH   SOLE 330,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 6,447 35,000 SH   SOLE 35,000 0 0
IAC INTERACTIVECORP COM 44919P508 33,691 520,000 SH   SOLE 520,000 0 0
ICICI BK LTD ADR 45104G104 1,365 182,162 SH   SOLE 182,162 0 0
IDACORP INC COM 451107106 1,611 20,000 SH   SOLE 20,000 0 0
ILG INC COM 44967H101 2,780 153,000 SH   SOLE 153,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 11,726 95,750 SH   SOLE 95,750 0 0
ILLUMINA INC COM 452327109 26,248 205,000 SH   SOLE 205,000 0 0
INCYTE CORP COM 45337C102 12,032 120,000 SH   SOLE 120,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 7,788 873,100 SH   SOLE 873,100 0 0
INFOSYS LTD SPONSORED ADR 456788108 19,204 1,294,974 SH   SOLE 1,294,974 0 0
INGERSOLL-RAND PLC SHS G47791101 7,504 100,000 SH   SOLE 100,000 0 0
INGEVITY CORP COM 45688C107 1,372 25,000 SH   SOLE 25,000 0 0
INGREDION INC COM 457187102 24,992 200,000 SH   SOLE 200,000 0 0
INNOVIVA INC COM 45781M101 3,735 349,108 SH   SOLE 349,108 0 0
INTEGER HLDGS CORP COM 45826H109 3,534 120,000 SH   SOLE 120,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 51,007 2,165,000 SH   SOLE 2,165,000 0 0
INTEL CORP COM 458140100 164,847 4,545,000 SH   SOLE 4,545,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 119,912 722,400 SH   SOLE 722,400 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 262 10,249 SH   SOLE 10,249 0 0
INTL PAPER CO COM 460146103 5,306 100,000 SH   SOLE 100,000 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 943 62,500 SH   SOLE 62,500 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 714 40,000 SH   SOLE 40,000 0 0
INTUIT COM 461202103 13,971 121,900 SH   SOLE 121,900 0 0
INVENTURE FOODS INC COM 461212102 12,214 1,240,000 SH   SOLE 1,240,000 0 0
ION GEOPHYSICAL CORP COM NEW 462044207 184 30,666 SH   SOLE 30,666 0 0
IONIS PHARMACEUTICALS INC COM 462222100 4,783 100,000 SH   SOLE 100,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 54,009 4,874,500 SH   SOLE 4,874,500 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 160,507 5,465,021 SH   SOLE 5,465,021 0 0
ISHARES INC MSCI RUS ETF NEW 46434G798 28,012 835,682 SH   SOLE 835,682 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 33,260 950,000 SH   SOLE 950,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 10,161 117,400 SH   SOLE 117,400 0 0
ISHARES TR U.S. PFD STK ETF 464288687 51,164 1,375,000 SH   SOLE 1,375,000 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 750 31,068 SH   SOLE 31,068 0 0
ISHARES TR MSCI INDIA ETF 46429B598 134,239 5,007,096 SH   SOLE 5,007,096 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 19,607 1,907,272 SH   SOLE 1,907,272 0 0
IXIA COM 45071R109 4,186 260,000 SH   SOLE 260,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 1,425 25,000 SH   SOLE 25,000 0 0
JAKKS PAC INC COM 47012E106 773 150,000 SH   SOLE 150,000 0 0
JD COM INC SPON ADR CL A 47215P106 14,686 577,271 SH   SOLE 577,271 0 0
JETBLUE AIRWAYS CORP COM 477143101 61,655 2,750,000 SH   SOLE 2,750,000 0 0
JOHNSON & JOHNSON COM 478160104 387,796 3,366,000 SH   SOLE 3,366,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 18,440 447,675 SH   SOLE 447,675 0 0
JPMORGAN CHASE & CO COM 46625H100 359,225 4,163,000 SH   SOLE 4,163,000 0 0
JUNIPER NETWORKS INC COM 48203R104 7,772 275,000 SH   SOLE 275,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 30,970 365,000 SH   SOLE 365,000 0 0
KAR AUCTION SVCS INC COM 48238T109 9,240 216,800 SH   SOLE 216,800 0 0
KATE SPADE & CO COM 485865109 4,289 229,750 SH   SOLE 229,750 0 0
KELLOGG CO COM 487836108 9,582 130,000 SH   SOLE 130,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 4,818 235,000 SH   SOLE 235,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,571 125,000 SH   SOLE 125,000 0 0
KILROY RLTY CORP COM 49427F108 10,781 147,250 SH   SOLE 147,250 0 0
KIMBERLY CLARK CORP COM 494368103 57,973 508,000 SH   SOLE 508,000 0 0
KIMCO RLTY CORP COM 49446R109 21,210 843,000 SH   SOLE 843,000 0 0
KINDER MORGAN INC DEL COM 49456B101 91,124 4,400,000 SH   SOLE 4,400,000 0 0
KITE RLTY GROUP TR COM NEW 49803T300 2,319 98,750 SH   SOLE 98,750 0 0
KLA-TENCOR CORP COM 482480100 10,622 135,000 SH   SOLE 135,000 0 0
KLX INC COM 482539103 8,458 187,500 SH   SOLE 187,500 0 0
KOHLS CORP COM 500255104 3,358 68,000 SH   SOLE 68,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 29,016 720,000 SH   SOLE 720,000 0 0
KORN FERRY INTL COM NEW 500643200 1,636 55,600 SH   SOLE 55,600 0 0
KRAFT HEINZ CO COM 500754106 36,621 419,387 SH   SOLE 419,387 0 0
KROGER CO COM 501044101 23,087 669,000 SH   SOLE 669,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 44,933 350,000 SH   SOLE 350,000 0 0
LAM RESEARCH CORP COM 512807108 26,961 255,000 SH   SOLE 255,000 0 0
LAMB WESTON HLDGS INC COM 513272104 2,113 55,833 SH   SOLE 55,833 0 0
LAUDER ESTEE COS INC CL A 518439104 49,030 641,000 SH   SOLE 641,000 0 0
LEGG MASON INC COM 524901105 38,285 1,280,000 SH   SOLE 1,280,000 0 0
LENNAR CORP CL B 526057302 431 12,500 SH   SOLE 12,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 5,636 100,000 SH   SOLE 100,000 0 0
LGI HOMES INC COM 50187T106 7,434 258,760 SH   SOLE 258,760 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 1,857 87,739 SH   SOLE 87,739 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,392 100,000 SH   SOLE 100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 783 25,000 SH   SOLE 25,000 0 0
LIFE STORAGE INC COM 53223X107 11,595 136,000 SH   SOLE 136,000 0 0
LIFEPOINT HEALTH INC COM 53219L109 5,462 96,164 SH   SOLE 96,164 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 26,419 260,000 SH   SOLE 260,000 0 0
LILLY ELI & CO COM 532457108 161,258 2,192,496 SH   SOLE 2,192,496 0 0
LIMBACH HLDGS INC COM 53263P105 9,080 644,000 SH   SOLE 644,000 0 0
LIMONEIRA CO COM 532746104 4,410 205,000 SH   SOLE 205,000 0 0
LINCOLN NATL CORP IND COM 534187109 84,759 1,279,000 SH   SOLE 1,279,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 4,304 160,000 SH   SOLE 160,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 3,926 160,000 SH   SOLE 160,000 0 0
LITHIA MTRS INC CL A 536797103 6,952 71,800 SH   SOLE 71,800 0 0
LKQ CORP COM 501889208 4,552 148,500 SH   SOLE 148,500 0 0
LOCKHEED MARTIN CORP COM 539830109 85,480 342,000 SH   SOLE 342,000 0 0
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MENTOR GRAPHICS CORP COM 587200106 5,718 155,000 SH   SOLE 155,000 0 0
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ONEOK INC NEW COM 682680103 72,050 1,255,000 SH   SOLE 1,255,000 0 0
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SUN CMNTYS INC COM 866674104 18,617 243,000 SH   SOLE 243,000 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 5,352 222,800 SH   SOLE 222,800 0 0
SUNOCO LP COM U REP LP 86765K109 2,103 78,200 SH   SOLE 78,200 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,305 85,584 SH   SOLE 85,584 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 2,532 150,000 SH   SOLE 150,000 0 0
SUTHERLAND ASSET MGMT CORP M COM 86933G105 1,802 134,000 SH   SOLE 134,000 0 0
SVB FINL GROUP COM 78486Q101 15,278 89,000 SH   SOLE 89,000 0 0
SYMANTEC CORP COM 871503108 5,734 240,000 SH   SOLE 240,000 0 0
SYNCHRONY FINL COM 87165B103 38,361 1,057,648 SH   SOLE 1,057,648 0 0
SYNOPSYS INC COM 871607107 10,595 180,000 SH   SOLE 180,000 0 0
SYSCO CORP COM 871829107 18,438 333,000 SH   SOLE 333,000 0 0
TAILORED BRANDS INC COM 87403A107 1,533 60,000 SH   SOLE 60,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 121,726 4,233,985 SH   SOLE 4,233,985 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,405 28,500 SH   SOLE 28,500 0 0
TAL ED GROUP ADS REPSTG COM 874080104 4,568 65,119 SH   SOLE 65,119 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 3,616 76,200 SH   SOLE 76,200 0 0
TARGET CORP COM 87612E106 28,233 390,880 SH   SOLE 390,880 0 0
TASER INTL INC COM 87651B104 18,180 750,000 SH   SOLE 750,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 3,996 116,232 SH   SOLE 116,232 0 0
TAUBMAN CTRS INC COM 876664103 2,883 39,000 SH   SOLE 39,000 0 0
TCP CAP CORP COM 87238Q103 6,760 400,000 SH   SOLE 400,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 14,632 211,200 SH   SOLE 211,200 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 11,115 830,707 SH   SOLE 830,707 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 24,672 1,662,500 SH   SOLE 1,662,500 0 0
TERRENO RLTY CORP COM 88146M101 5,128 180,000 SH   SOLE 180,000 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 2,632 51,800 SH   SOLE 51,800 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 20,949 577,900 SH   SOLE 577,900 0 0
TEXAS INSTRS INC COM 882508104 50,714 695,000 SH   SOLE 695,000 0 0
TEXTRON INC COM 883203101 6,313 130,000 SH   SOLE 130,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 5,115 160,459 SH   SOLE 160,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,994 85,000 SH   SOLE 85,000 0 0
THOR INDS INC COM 885160101 28,015 280,000 SH   SOLE 280,000 0 0
TIME WARNER INC COM NEW 887317303 78,190 810,000 SH   SOLE 810,000 0 0
TITAN INTL INC ILL COM 88830M102 6,053 540,000 SH   SOLE 540,000 0 0
TJX COS INC NEW COM 872540109 23,140 308,000 SH   SOLE 308,000 0 0
TOLL BROTHERS INC COM 889478103 44,175 1,425,000 SH   SOLE 1,425,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 3,739 94,069 SH   SOLE 94,069 0 0
TOTAL SYS SVCS INC COM 891906109 6,173 125,900 SH   SOLE 125,900 0 0
TPG SPECIALTY LENDING INC COM 87265K102 108,344 5,800,000 SH   SOLE 5,800,000 0 0
TRACTOR SUPPLY CO COM 892356106 4,814 63,500 SH   SOLE 63,500 0 0
TRANSDIGM GROUP INC COM 893641100 24,896 100,000 SH   SOLE 100,000 0 0
TRANSGLOBE ENERGY CORP COM 893662106 42 25,147 SH   SOLE 25,147 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,390 230,000 SH   SOLE 230,000 0 0
TRAVELCENTERS AMER LLC COM 894174101 10,508 1,480,000 SH   SOLE 1,480,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 19,170 156,595 SH   SOLE 156,595 0 0
TRI POINTE GROUP INC COM 87265H109 4,056 353,336 SH   SOLE 353,336 0 0
TRIANGLE CAP CORP COM 895848109 11,004 600,000 SH   SOLE 600,000 0 0
TRITON INTL LTD CL A G9078F107 14,852 940,000 SH   SOLE 940,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 23,320 880,000 SH   SOLE 880,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 119 25,300 SH   SOLE 25,300 0 0
TUPPERWARE BRANDS CORP COM 899896104 5,472 104,000 SH   SOLE 104,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,804 100,000 SH   SOLE 100,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 38,150 1,400,000 SH   SOLE 1,400,000 0 0
TWITTER INC COM 90184L102 16,300 1,000,000 SH   SOLE 1,000,000 0 0
UCP INC CL A 90265Y106 760 63,034 SH   SOLE 63,034 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 8,719 34,200 SH   SOLE 34,200 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,940 200,000 SH   SOLE 200,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 661 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 4,620 307,000 SH   SOLE 307,000 0 0
UNDER ARMOUR INC CL C 904311206 43,740 1,737,780 SH   SOLE 1,737,780 0 0
UNION PAC CORP COM 907818108 14,515 140,000 SH   SOLE 140,000 0 0
UNIQURE NV SHS N90064101 100 17,896 SH   SOLE 17,896 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 492 281,200 SH   SOLE 281,200 0 0
UNITED NAT FOODS INC COM 911163103 5,249 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 75,090 655,000 SH   SOLE 655,000 0 0
UNITED RENTALS INC COM 911363109 29,562 280,000 SH   SOLE 280,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 71,253 650,000 SH   SOLE 650,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 59,987 374,828 SH   SOLE 374,828 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 25,312 449,600 SH   SOLE 449,600 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 6,915 65,000 SH   SOLE 65,000 0 0
URBAN EDGE PPTYS COM 91704F104 873 31,750 SH   SOLE 31,750 0 0
US BANCORP DEL COM NEW 902973304 49,607 965,671 SH   SOLE 965,671 0 0
VALE S A ADR 91912E105 4,571 599,838 SH   SOLE 599,838 0 0
VALE S A ADR REPSTG PFD 91912E204 2,491 361,600 SH   SOLE 361,600 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 290 20,000 SH   SOLE 20,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 13,322 195,000 SH   SOLE 195,000 0 0
VALSPAR CORP COM 920355104 3,626 35,000 SH   SOLE 35,000 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 4,991 235,200 SH   SOLE 235,200 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 2,925 71,738 SH   SOLE 71,738 0 0
VANGUARD INDEX FDS REIT ETF 922908553 123,795 1,500,000 SH   SOLE 1,500,000 0 0
VCA INC COM 918194101 13,730 200,000 SH   SOLE 200,000 0 0
VECTREN CORP COM 92240G101 1,043 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 1,359 109,400 SH   SOLE 109,400 0 0
VENTAS INC COM 92276F100 19,488 311,700 SH   SOLE 311,700 0 0
VEREIT INC COM 92339V100 2,792 330,000 SH   SOLE 330,000 0 0
VERIFONE SYS INC COM 92342Y109 17,730 1,000,000 SH   SOLE 1,000,000 0 0
VERISIGN INC COM 92343E102 2,373 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 6,088 75,000 SH   SOLE 75,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 217,175 4,068,468 SH   SOLE 4,068,468 0 0
VERSUM MATLS INC COM 92532W103 2,596 92,500 SH   SOLE 92,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19,154 260,000 SH   SOLE 260,000 0 0
VIACOM INC NEW CL B 92553P201 42,120 1,200,000 SH   SOLE 1,200,000 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 283 73,500 SH   SOLE 73,500 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,262 114,647 SH   SOLE 114,647 0 0
VISA INC COM CL A 92826C839 244,983 3,140,000 SH   SOLE 3,140,000 0 0
VISTA OUTDOOR INC COM 928377100 1,661 45,000 SH   SOLE 45,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 17,712 169,700 SH   SOLE 169,700 0 0
VULCAN MATLS CO COM 929160109 30,036 240,000 SH   SOLE 240,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 36,150 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 93,588 1,354,000 SH   SOLE 1,354,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 1,042 100,053 SH   SOLE 100,053 0 0
WASTE MGMT INC DEL COM 94106L109 14,182 200,000 SH   SOLE 200,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 29,340 450,000 SH   SOLE 450,000 0 0
WAYFAIR INC CL A 94419L101 27,269 778,000 SH   SOLE 778,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 3,049 130,000 SH   SOLE 130,000 0 0
WEB COM GROUP INC COM 94733A104 2,538 120,000 SH   SOLE 120,000 0 0
WEC ENERGY GROUP INC COM 92939U106 8,938 152,400 SH   SOLE 152,400 0 0
WEIBO CORP SPONSORED ADR 948596101 1,528 37,622 SH   SOLE 37,622 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 18,320 1,600,000 SH   SOLE 1,600,000 0 0
WELLS FARGO & CO NEW COM 949746101 332,589 6,035,000 SH   SOLE 6,035,000 0 0
WELLTOWER INC COM 95040Q104 22,555 337,000 SH   SOLE 337,000 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 822 55,000 SH   SOLE 55,000 0 0
WESTERN DIGITAL CORP COM 958102105 62,053 913,209 SH   SOLE 913,209 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 4,536 77,200 SH   SOLE 77,200 0 0
WESTROCK CO COM 96145D105 43,155 850,000 SH   SOLE 850,000 0 0
WEYERHAEUSER CO COM 962166104 80,641 2,680,000 SH   SOLE 2,680,000 0 0
WGL HLDGS INC COM 92924F106 1,907 25,000 SH   SOLE 25,000 0 0
WHEELER REAL ESTATE INVT TR COM 963025101 425 250,000 SH   SOLE 250,000 0 0
WHIRLPOOL CORP COM 963320106 9,225 50,750 SH   SOLE 50,750 0 0
WHITESTONE REIT COM 966084204 7,614 529,500 SH   SOLE 529,500 0 0
WILLIAMS COS INC DEL COM 969457100 17,594 565,000 SH   SOLE 565,000 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 6,735 177,100 SH   SOLE 177,100 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 526 54,300 SH   SOLE 54,300 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 394 14,300 SH   SOLE 14,300 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 3,312 180,000 SH   SOLE 180,000 0 0
WPX ENERGY INC COM 98212B103 2,695 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 6,873 90,000 SH   SOLE 90,000 0 0
XCEL BRANDS INC COM NEW 98400M101 2,326 528,537 SH   SOLE 528,537 0 0
XCEL ENERGY INC COM 98389B100 13,024 320,000 SH   SOLE 320,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 501 65,000 SH   SOLE 65,000 0 0
XEROX CORP COM 984121103 33,174 3,800,000 SH   SOLE 3,800,000 0 0
XL GROUP LTD COM G98294104 10,433 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 7,586 390,000 SH   SOLE 390,000 0 0
YAHOO INC COM 984332106 43,504 1,125,000 SH   SOLE 1,125,000 0 0
YANDEX N V SHS CLASS A N97284108 7,645 379,767 SH   SOLE 379,767 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 16,829 1,019,900 SH   SOLE 1,019,900 0 0
YUM BRANDS INC COM 988498101 7,156 113,000 SH   SOLE 113,000 0 0
YUM CHINA HLDGS INC COM 98850P109 2,318 88,737 SH   SOLE 88,737 0 0
YY INC ADS REPCOM CLA 98426T106 1,403 35,583 SH   SOLE 35,583 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 7,398 170,000 SH   SOLE 170,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 6,244 60,500 SH   SOLE 60,500 0 0
ZOETIS INC CL A 98978V103 66,550 1,243,234 SH   SOLE 1,243,234 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 549 45,486 SH   SOLE 45,486 0 0
ZYNGA INC CL A 98986T108 5,450 2,120,800 SH   SOLE 2,120,800 0 0