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
ABBOTT LABS COM 002824100 31 810 SH   SOLE NONE 810 0 0
ABBVIE INC COM 00287Y109 2,291 36,578 SH   SOLE NONE 36,578 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,596 71,900 SH   SOLE NONE 71,900 0 0
ACUITY BRANDS INC COM 00508Y102 26,122 113,150 SH   SOLE NONE 113,150 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 29,495 174,400 SH   SOLE NONE 174,400 0 0
ADVANCED MICRO DEVICES INC COM 007903107 25,347 2,235,150 SH   SOLE NONE 2,235,150 0 0
ADVANSIX INC COM 00773T101 193 8,720 SH   SOLE NONE 8,720 0 0
AFFILIATED MANAGERS GROUP COM 008252108 24,701 170,000 SH   SOLE NONE 170,000 0 0
AIR LEASE CORP CL A 00912X302 34,490 1,004,650 SH   SOLE NONE 1,004,650 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 172,476 1,964,200 SH   SOLE NONE 1,964,200 0 0
ALLERGAN PLC SHS G0177J108 10,555 50,260 SH   SOLE NONE 50,260 0 0
ALLY FINL INC COM 02005N100 245 12,900 SH   SOLE NONE 12,900 0 0
ALPHABET INC CAP STK CL C 02079K107 302,441 391,854 SH   SOLE NONE 391,854 0 0
AMAZON COM INC COM 023135106 39,514 52,695 SH   SOLE NONE 52,695 0 0
AMERICAN ASSETS TR INC COM 024013104 174 4,050 SH   SOLE NONE 4,050 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 248 3,800 SH   SOLE NONE 3,800 0 0
AMGEN INC COM 031162100 14,533 99,400 SH   SOLE NONE 99,400 0 0
AMKOR TECHNOLOGY INC COM 031652100 1,460 138,400 SH   SOLE NONE 138,400 0 0
ANADARKO PETE CORP COM 032511107 22,662 325,000 SH   SOLE NONE 325,000 0 0
ANTHEM INC COM 036752103 117,460 817,000 SH   SOLE NONE 817,000 0 0
APPLE INC COM 037833100 177,568 1,533,134 SH   SOLE NONE 1,533,134 0 0
APPLIED MATLS INC COM 038222105 3,411 105,700 SH   SOLE NONE 105,700 0 0
AQUAVENTURE HLDGS LTD SHS G0443N107 11,365 463,300 SH   SOLE NONE 463,300 0 0
ARISTA NETWORKS INC COM 040413106 3,106 32,100 SH   SOLE NONE 32,100 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,630 54,805 SH   SOLE NONE 54,805 0 0
AVANGRID INC COM 05351W103 5,201 137,300 SH   SOLE NONE 137,300 0 0
BANCO DE CHILE SPONSORED ADR 059520106 12,681 180,000 SH   SOLE NONE 180,000 0 0
BANK AMER CORP COM 060505104 127,453 5,767,099 SH   SOLE NONE 5,767,099 0 0
BARCLAYS PLC NOTE 8.250%12/2 06738EAA3 27,048 26,000,000 SH   SOLE NONE 26,000,000 0 0
BARRICK GOLD CORP OPTION 067901908 7,834 28,700 SH Call SOLE NONE 28,700 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 73,211 2,046,150 SH   SOLE NONE 2,046,150 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 110,959 1,898,680 SH   SOLE NONE 1,898,680 0 0
BROADCOM LTD SHS Y09827109 1,220 6,900 SH   SOLE NONE 6,900 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 61,856 1,873,863 SH   SOLE NONE 1,873,863 0 0
BROOKFIELD BUSINESS PARTNERS UNIT LTD LP G16234109 1,295 53,837 SH   SOLE NONE 53,837 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 25 750 SH   SOLE NONE 750 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 103,050 4,686,211 SH   SOLE NONE 4,686,211 0 0
BURLINGTON STORES INC COM 122017106 15,234 179,750 SH   SOLE NONE 179,750 0 0
CABOT OIL & GAS CORP COM 127097103 2,234 95,650 SH   SOLE NONE 95,650 0 0
CELGENE CORP COM 151020104 74,028 639,550 SH   SOLE NONE 639,550 0 0
CHEVRON CORP NEW COM 166764100 42,610 362,019 SH   SOLE NONE 362,019 0 0
CIMAREX ENERGY CO COM 171798101 530 3,900 SH   SOLE NONE 3,900 0 0
CISCO SYS INC COM 17275R102 90,937 3,009,150 SH   SOLE NONE 3,009,150 0 0
CITIGROUP INC COM NEW 172967424 651,747 10,966,631 SH   SOLE NONE 10,966,631 0 0
CITRIX SYS INC COM 177376100 969 10,850 SH   SOLE NONE 10,850 0 0
COCA COLA CO COM 191216100 71,038 1,713,400 SH   SOLE NONE 1,713,400 0 0
COLGATE PALMOLIVE CO COM 194162103 7,048 107,700 SH   SOLE NONE 107,700 0 0
COLONY CAP INC CL A 19624R106 169,551 8,372,875 SH   SOLE NONE 8,372,875 0 0
COLONY STARWOOD HOMES COM 19625X102 2,436 84,570 SH   SOLE NONE 84,570 0 0
COMMVAULT SYSTEMS INC COM 204166102 2,313 45,000 SH   SOLE NONE 45,000 0 0
CONCHO RES INC COM 20605P101 22,858 172,380 SH   SOLE NONE 172,380 0 0
CONOCOPHILLIPS COM 20825C104 622 12,400 SH   SOLE NONE 12,400 0 0
CONTINENTAL RESOURCES INC COM 212015101 5,410 104,960 SH   SOLE NONE 104,960 0 0
COSTCO WHSL CORP NEW COM 22160K105 54,650 341,325 SH   SOLE NONE 341,325 0 0
CREDICORP LTD COM G2519Y108 59,303 375,670 SH   SOLE NONE 375,670 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 26 300 SH   SOLE NONE 300 0 0
CVS HEALTH CORP COM 126650100 42,321 536,321 SH   SOLE NONE 536,321 0 0
DANAHER CORP DEL COM 235851102 7,543 96,900 SH   SOLE NONE 96,900 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 2,986 54,326 SH   SOLE NONE 54,326 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 23,253 345,250 SH   SOLE NONE 345,250 0 0
DEVON ENERGY CORP NEW COM 25179M103 68,352 1,496,650 SH   SOLE NONE 1,496,650 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 34 330 SH   SOLE NONE 330 0 0
DIAMONDBACK ENERGY INC COM 25278X109 19,121 189,200 SH   SOLE NONE 189,200 0 0
DISCOVER FINL SVCS COM 254709108 20,988 291,137 SH   SOLE NONE 291,137 0 0
DISNEY WALT CO COM DISNEY 254687106 5,638 54,100 SH   SOLE NONE 54,100 0 0
DOLLAR TREE INC COM 256746108 40,763 528,150 SH   SOLE NONE 528,150 0 0
DOMINION RES INC VA NEW COM 25746U109 30,965 404,300 SH   SOLE NONE 404,300 0 0
DOVER CORP COM 260003108 33,149 442,400 SH   SOLE NONE 442,400 0 0
DOW CHEM CO COM 260543103 10,626 185,700 SH   SOLE NONE 185,700 0 0
EASTMAN CHEM CO COM 277432100 44,983 598,100 SH   SOLE NONE 598,100 0 0
EDISON INTL COM 281020107 18,121 251,710 SH   SOLE NONE 251,710 0 0
ELECTRONIC ARTS INC COM 285512109 2,316 29,400 SH   SOLE NONE 29,400 0 0
ENBRIDGE INC NOTE 6.000% 1/1 29250NAN5 14,963 15,000,000 SH   SOLE NONE 15,000,000 0 0
ENCANA CORP COM 292505104 61,936 5,275,650 SH   SOLE NONE 5,275,650 0 0
EOG RES INC COM 26875P101 142,444 1,408,939 SH   SOLE NONE 1,408,939 0 0
EXXON MOBIL CORP COM 30231G102 9,089 100,700 SH   SOLE NONE 100,700 0 0
FACEBOOK INC CL A 30303M102 5,718 49,700 SH   SOLE NONE 49,700 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 67 470 SH   SOLE NONE 470 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,948 32,000 SH   SOLE NONE 32,000 0 0
FOOT LOCKER INC COM 344849104 30,836 434,988 SH   SOLE NONE 434,988 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 215,377 10,334,809 SH   SOLE NONE 10,334,809 0 0
FRANCO NEVADA CORP COM 351858105 22,076 369,409 SH   SOLE NONE 369,409 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 84,671 25,050,455 SH   SOLE NONE 25,050,455 0 0
FRONTIER COMMUNICATIONS CORP PFD CONV SER-A 35906A207 22,376 314,800 SH   SOLE NONE 314,800 0 0
GENERAL ELECTRIC CO COM 369604103 190,933 6,042,170 SH   SOLE NONE 6,042,170 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 126,663 5,070,590 SH   SOLE NONE 5,070,590 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 35,841 149,680 SH   SOLE NONE 149,680 0 0
HALLIBURTON CO COM 406216101 60,302 1,114,850 SH   SOLE NONE 1,114,850 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,663 115,100 SH   SOLE NONE 115,100 0 0
HOME DEPOT INC COM 437076102 56,320 420,050 SH   SOLE NONE 420,050 0 0
HONEYWELL INTL INC COM 438516106 49,462 426,950 SH   SOLE NONE 426,950 0 0
HSBC HLDGS PLC NOTE 6.375%12/2 404280AT6 4,975 5,000,000 SH   SOLE NONE 5,000,000 0 0
HSBC HLDGS PLC NOTE 6.875%12/2 404280BC2 10,154 9,625,000 SH   SOLE NONE 9,625,000 0 0
ICICI BK LTD ADR 45104G104 7,020 937,300 SH   SOLE NONE 937,300 0 0
ING GROEP N V DBCV 6.000%12/3 456837AE3 14,673 15,049,000 SH   SOLE NONE 15,049,000 0 0
ING GROEP N V DBCV 6.500%12/3 456837AF0 45,808 47,500,000 SH   SOLE NONE 47,500,000 0 0
INTEL CORP COM 458140100 25,672 707,800 SH   SOLE NONE 707,800 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 33,945 204,500 SH   SOLE NONE 204,500 0 0
ISHARES MSCI BRZ CAP ETF 464286400 13,721 411,550 SH   SOLE NONE 411,550 0 0
ISHARES MSCI STH AFR ETF 464286780 14,365 274,350 SH   SOLE NONE 274,350 0 0
ISHARES TR IBOXX INV CP ETF 464287242 21,186 180,800 SH   SOLE NONE 180,800 0 0
ISHARES TR 20 YR TR BD ETF 464287432 89,800 753,800 SH   SOLE NONE 753,800 0 0
ISHARES TR 7-10 Y TR BD ETF 464287440 16,622 158,573 SH   SOLE NONE 158,573 0 0
ISHARES TR U.S. REAL ES ETF 464287739 63,237 821,896 SH   SOLE NONE 821,896 0 0
ISHARES TR JP MOR EM MK ETF 464288281 2,304 20,900 SH   SOLE NONE 20,900 0 0
ISHARES TR IBOXX HI YD ETF 464288513 7,296 84,300 SH   SOLE NONE 84,300 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 14,476 296,274 SH   SOLE NONE 296,274 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 14,303 592,760 SH   SOLE NONE 592,760 0 0
ISHARES TR MSCI PHILIPS ETF 46429B408 5,826 179,700 SH   SOLE NONE 179,700 0 0
ISHARES TR MSCI INDIA ETF 46429B598 4,757 177,450 SH   SOLE NONE 177,450 0 0
ISHARES TR OPTION 464288953 66 6,002 SH Put SOLE NONE 6,002 0 0
JD COM INC SPON ADR CL A 47215P106 5,746 225,850 SH   SOLE NONE 225,850 0 0
JOHNSON & JOHNSON COM 478160104 33,395 289,865 SH   SOLE NONE 289,865 0 0
JPMORGAN CHASE & CO COM 46625H100 170,673 1,977,904 SH   SOLE NONE 1,977,904 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 22,583 1,101,612 SH   SOLE NONE 1,101,612 0 0
KINDER MORGAN INC DEL COM 49456B101 92,321 4,457,800 SH   SOLE NONE 4,457,800 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 0 19,424 SH   SOLE NONE 19,424 0 0
KRAFT HEINZ CO COM 500754106 18,442 211,200 SH   SOLE NONE 211,200 0 0
LAM RESEARCH CORP COM 512807108 2,929 27,700 SH   SOLE NONE 27,700 0 0
LAUDER ESTEE COS INC CL A 518439104 18,013 235,500 SH   SOLE NONE 235,500 0 0
LEGG MASON INC COM 524901105 3,436 114,889 SH   SOLE NONE 114,889 0 0
LLOYDS BANKING GROUP PLC SDCV 7.500%12/3 539439AG4 1,718 1,668,000 SH   SOLE NONE 1,668,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 115 670 SH   SOLE NONE 670 0 0
MARATHON PETE CORP COM 56585A102 1,916 38,050 SH   SOLE NONE 38,050 0 0
MASCO CORP COM 574599106 6,117 193,450 SH   SOLE NONE 193,450 0 0
MEDTRONIC PLC SHS G5960L103 62,818 881,900 SH   SOLE NONE 881,900 0 0
MERCK & CO INC NEW COM 58933Y105 44,701 759,321 SH   SOLE NONE 759,321 0 0
MGIC INVT CORP WIS COM 552848103 204 20,000 SH   SOLE NONE 20,000 0 0
MGP INGREDIENTS INC NEW COM 55303J106 192 3,849 SH   SOLE NONE 3,849 0 0
MICRON TECHNOLOGY INC COM 595112103 163,242 7,447,150 SH   SOLE NONE 7,447,150 0 0
MICROSOFT CORP COM 594918104 139,139 2,239,116 SH   SOLE NONE 2,239,116 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 80,793 2,119,449 SH   SOLE NONE 2,119,449 0 0
MONDELEZ INTL INC CL A 609207105 110,251 2,487,050 SH   SOLE NONE 2,487,050 0 0
MONSANTO CO NEW COM 61166W101 873 8,298 SH   SOLE NONE 8,298 0 0
MORGAN STANLEY COM NEW 617446448 70,629 1,671,700 SH   SOLE NONE 1,671,700 0 0
NABORS INDUSTRIES LTD SHS G6359F103 50,769 3,095,700 SH   SOLE NONE 3,095,700 0 0
NEWELL BRANDS INC COM 651229106 88,907 1,991,200 SH   SOLE NONE 1,991,200 0 0
NEWMONT MINING CORP COM 651639106 4,928 144,650 SH   SOLE NONE 144,650 0 0
NEWMONT MINING CORP OPTION 651639906 1,275 2,965 SH Call SOLE NONE 2,965 0 0
NEXTERA ENERGY INC COM 65339F101 71,639 599,690 SH   SOLE NONE 599,690 0 0
NIKE INC CL B 654106103 6,877 135,300 SH   SOLE NONE 135,300 0 0
NOBLE ENERGY INC COM 655044105 26,690 701,250 SH   SOLE NONE 701,250 0 0
NVIDIA CORP COM 67066G104 2,989 28,000 SH   SOLE NONE 28,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 151,629 1,547,080 SH   SOLE NONE 1,547,080 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 13,776 193,400 SH   SOLE NONE 193,400 0 0
ORACLE CORP COM 68389X105 102,200 2,657,994 SH   SOLE NONE 2,657,994 0 0
PARKER HANNIFIN CORP COM 701094104 4,587 32,767 SH   SOLE NONE 32,767 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 86,222 4,540,400 SH   SOLE NONE 4,540,400 0 0
PATTERSON UTI ENERGY INC COM 703481101 54,335 2,018,400 SH   SOLE NONE 2,018,400 0 0
PDC ENERGY INC COM 69327R101 3,585 49,400 SH   SOLE NONE 49,400 0 0
PEPSICO INC COM 713448108 94,575 903,897 SH   SOLE NONE 903,897 0 0
PFIZER INC COM 717081103 65,620 2,020,325 SH   SOLE NONE 2,020,325 0 0
PIONEER NAT RES CO COM 723787107 43,989 244,287 SH   SOLE NONE 244,287 0 0
PNC FINL SVCS GROUP INC COM 693475105 42,594 364,179 SH   SOLE NONE 364,179 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,596 21,200 SH   SOLE NONE 21,200 0 0
PROCTER & GAMBLE CO COM 742718109 86,872 1,033,207 SH   SOLE NONE 1,033,207 0 0
PTC INC COM 69370C100 1,965 42,475 SH   SOLE NONE 42,475 0 0
QUALCOMM INC COM 747525103 50,321 771,800 SH   SOLE NONE 771,800 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 1,360 75,000 SH   SOLE NONE 75,000 0 0
RANDGOLD RES LTD ADR 752344309 1,695 22,200 SH   SOLE NONE 22,200 0 0
RANGE RES CORP COM 75281A109 2,044 59,500 SH   SOLE NONE 59,500 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 39,115 1,851,183 SH   SOLE NONE 1,851,183 0 0
ROYAL BK OF SCOTLAND PLC DEBT 7.500%12/3 780099CJ4 17,055 18,000,000 SH   SOLE NONE 18,000,000 0 0
ROYAL BK SCOTLAND GROUP PLC NOTE 8.625%12/3 780097BB6 15,246 15,000,000 SH   SOLE NONE 15,000,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 42,706 785,323 SH   SOLE NONE 785,323 0 0
SCHLUMBERGER LTD COM 806857108 4,370 52,050 SH   SOLE NONE 52,050 0 0
SEALED AIR CORP NEW COM 81211K100 41,609 917,700 SH   SOLE NONE 917,700 0 0
SEMPRA ENERGY COM 816851109 41,631 413,660 SH   SOLE NONE 413,660 0 0
SHOPIFY INC CL A 82509L107 27,120 632,600 SH   SOLE NONE 632,600 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 7,375 173,600 SH   SOLE NONE 173,600 0 0
SINA CORP ORD G81477104 8,091 133,100 SH   SOLE NONE 133,100 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 103,178 1,720,775 SH   SOLE NONE 1,720,775 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 1,367 12,475 SH   SOLE NONE 12,475 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 3,761 80,260 SH   SOLE NONE 80,260 0 0
SPDR SERIES TRUST BLOMBRG BRC EMRG 78464A391 4,499 169,244 SH   SOLE NONE 169,244 0 0
SPECTRA ENERGY CORP COM 847560109 111,933 2,724,100 SH   SOLE NONE 2,724,100 0 0
STARWOOD PPTY TR INC NOTE 4.550% 3/0 85571BAA3 4,364 4,006,000 SH   SOLE NONE 4,006,000 0 0
STARWOOD PPTY TR INC NOTE 4.000% 1/1 85571BAB1 17,125 15,265,000 SH   SOLE NONE 15,265,000 0 0
SUNTRUST BKS INC COM 867914103 41,237 751,805 SH   SOLE NONE 751,805 0 0
SYMANTEC CORP COM 871503108 99,074 4,147,098 SH   SOLE NONE 4,147,098 0 0
SYNCHRONY FINL COM 87165B103 305,165 8,413,694 SH   SOLE NONE 8,413,694 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 71,214 2,477,003 SH   SOLE NONE 2,477,003 0 0
TAUBMAN CTRS INC COM 876664103 55,184 746,440 SH   SOLE NONE 746,440 0 0
TERADYNE INC COM 880770102 687 27,040 SH   SOLE NONE 27,040 0 0
THE TRADE DESK INC COM CL A 88339J105 1,334 48,197 SH   SOLE NONE 48,197 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 124,097 879,500 SH   SOLE NONE 879,500 0 0
TJX COS INC NEW COM 872540109 14,383 191,440 SH   SOLE NONE 191,440 0 0
TORONTO DOMINION BK ONT NOTE 3.625% 9/1 891160MJ9 950 965,000 SH   SOLE NONE 965,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 43,900 1,611,001 SH   SOLE NONE 1,611,001 0 0
UNION PAC CORP COM 907818108 3,774 36,400 SH   SOLE NONE 36,400 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,970 60,800 SH   SOLE NONE 60,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102 168,322 1,051,750 SH   SOLE NONE 1,051,750 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,185 17,350 SH   SOLE NONE 17,350 0 0
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 74,661 1,375,234 SH   SOLE NONE 1,375,234 0 0
VEREIT INC COM 92339V100 263,749 31,176,015 SH   SOLE NONE 31,176,015 0 0
VISA INC COM CL A 92826C839 37,099 475,500 SH   SOLE NONE 475,500 0 0
VMWARE INC CL A COM 928563402 2,622 33,300 SH   SOLE NONE 33,300 0 0
VORNADO RLTY TR SH BEN INT 929042109 87 830 SH   SOLE NONE 830 0 0
WEIBO CORP SPONSORED ADR 948596101 499 12,290 SH   SOLE NONE 12,290 0 0
WELLS FARGO & CO NEW COM 949746101 190,537 3,457,400 SH   SOLE NONE 3,457,400 0 0
WELLS FARGO & CO NEW *W EXP 10/28/201 949746119 183,560 8,605,711 SH   SOLE NONE 8,605,711 0 0
WILLIAMS COS INC DEL COM 969457100 89,375 2,870,100 SH   SOLE NONE 2,870,100 0 0
XILINX INC COM 983919101 2,542 42,100 SH   SOLE NONE 42,100 0 0
XYLEM INC COM 98419M100 2,999 60,557 SH   SOLE NONE 60,557 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 845 70,000 SH   SOLE NONE 70,000 0 0