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 2,812 70,900 SH   SOLE 70,900 0 0
58 COM INC SPON ADR REP A 31680Q104 567 16,034 SH   SOLE 16,034 0 0
ABBOTT LABS COM 002824100 72,160 1,624,850 SH   SOLE 1,624,850 0 0
ABBVIE INC COM 00287Y109 131,688 2,021,000 SH   SOLE 2,021,000 0 0
ABM INDS INC COM 000957100 1,526 35,000 SH   SOLE 35,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 22,672 520,000 SH   SOLE 520,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 16,450 547,246 SH   SOLE 547,246 0 0
ACCELERON PHARMA INC COM 00434H108 476 18,000 SH   SOLE 18,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 21,878 182,500 SH   SOLE 182,500 0 0
ACCO BRANDS CORP COM 00081T108 2,788 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,890 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 79,093 1,586,300 SH   SOLE 1,586,300 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,636 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 125 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 132 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 1,358 118,458 SH   SOLE 118,458 0 0
ADIENT PLC ORD SHS G0084W101 3,253 44,767 SH   SOLE 44,767 0 0
ADOBE SYS INC COM 00724F101 20,326 156,200 SH   SOLE 156,200 0 0
ADTRAN INC COM 00738A106 4,669 225,000 SH   SOLE 225,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,322 29,150 SH   SOLE 29,150 0 0
ADVANCED MICRO DEVICES INC COM 007903107 55,290 3,800,000 SH   SOLE 3,800,000 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 7,699 1,188,166 SH   SOLE 1,188,166 0 0
ADVANSIX INC COM 00773T101 426 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 59,613 1,675,000 SH   SOLE 1,675,000 0 0
AERCAP HOLDINGS NV SHS N00985106 8,238 179,200 SH   SOLE 179,200 0 0
AES CORP COM 00130H105 5,311 475,000 SH   SOLE 475,000 0 0
AETNA INC NEW COM 00817Y108 23,612 185,120 SH   SOLE 185,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 6,885 42,000 SH   SOLE 42,000 0 0
AFLAC INC COM 001055102 35,486 490,000 SH   SOLE 490,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,931 150,000 SH   SOLE 150,000 0 0
AGREE REALTY CORP COM 008492100 21,378 445,750 SH   SOLE 445,750 0 0
AIR PRODS & CHEMS INC COM 009158106 36,528 270,000 SH   SOLE 270,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,212 20,300 SH   SOLE 20,300 0 0
AKORN INC COM 009728106 361 15,000 SH   SOLE 15,000 0 0
ALASKA AIR GROUP INC COM 011659109 4,611 50,000 SH   SOLE 50,000 0 0
ALBEMARLE CORP COM 012653101 31,692 300,000 SH   SOLE 300,000 0 0
ALCOA CORP COM 013872106 516 15,000 SH   SOLE 15,000 0 0
ALERE INC COM 01449J105 25,427 640,000 SH   SOLE 640,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 2,449 55,000 SH   SOLE 55,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 20,639 186,750 SH   SOLE 186,750 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 21,823 180,000 SH   SOLE 180,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 96,348 893,522 SH   SOLE 893,522 0 0
ALKERMES PLC SHS G01767105 2,633 45,000 SH   SOLE 45,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,870 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,425 135,000 SH   SOLE 135,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,514 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 71,843 300,702 SH   SOLE 300,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 771 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,773 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 888 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 21,273 261,054 SH   SOLE 261,054 0 0
ALPHABET INC CAP STK CL C 02079K107 623,829 752,000 SH   SOLE 752,000 0 0
ALTRIA GROUP INC COM 02209S103 147,625 2,067,000 SH   SOLE 2,067,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,492 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 598 187,000 SH   SOLE 187,000 0 0
AMAZON COM INC COM 023135106 425,540 480,000 SH   SOLE 480,000 0 0
AMBEV SA SPONSORED ADR 02319V103 21,501 3,732,900 SH   SOLE 3,732,900 0 0
AMEREN CORP COM 023608102 5,295 97,000 SH   SOLE 97,000 0 0
AMERESCO INC CL A 02361E108 819 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 26,270 1,853,972 SH   SOLE 1,853,972 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 5,499 130,000 SH   SOLE 130,000 0 0
AMERICAN ASSETS TR INC COM 024013104 21,338 510,000 SH   SOLE 510,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,878 100,000 SH   SOLE 100,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 16,442 345,501 SH   SOLE 345,501 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,122 80,000 SH   SOLE 80,000 0 0
AMERICAN ELEC PWR INC COM 025537101 11,412 170,000 SH   SOLE 170,000 0 0
AMERICAN EXPRESS CO COM 025816109 37,103 469,000 SH   SOLE 469,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 1,378 60,000 SH   SOLE 60,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 72,544 1,162,000 SH   SOLE 1,162,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 81,493 670,500 SH   SOLE 670,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,167 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 85,200 657,000 SH   SOLE 657,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 12,833 145,000 SH   SOLE 145,000 0 0
AMGEN INC COM 031162100 64,210 391,355 SH   SOLE 391,355 0 0
ANADARKO PETE CORP COM 032511107 25,110 405,000 SH   SOLE 405,000 0 0
ANALOG DEVICES INC COM 032654105 62,692 765,000 SH   SOLE 765,000 0 0
ANGIODYNAMICS INC COM 03475V101 1,128 65,000 SH   SOLE 65,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,214 205,533 SH   SOLE 205,533 0 0
ANSYS INC COM 03662Q105 4,809 45,000 SH   SOLE 45,000 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 3,223 97,200 SH   SOLE 97,200 0 0
ANTHEM INC COM 036752103 6,615 40,000 SH   SOLE 40,000 0 0
AON PLC SHS CL A G0408V102 31,453 265,000 SH   SOLE 265,000 0 0
APACHE CORP COM 037411105 87,363 1,700,000 SH   SOLE 1,700,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 10,866 245,000 SH   SOLE 245,000 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 1,929 101,000 SH   SOLE 101,000 0 0
APPLE INC COM 037833100 780,074 5,430,000 SH   SOLE 5,430,000 0 0
APPLIED MATLS INC COM 038222105 85,386 2,195,000 SH   SOLE 2,195,000 0 0
AQUA AMERICA INC COM 03836W103 2,411 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 1,718 205,000 SH   SOLE 205,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 32,085 338,556 SH   SOLE 338,556 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 16,161 351,026 SH   SOLE 351,026 0 0
ARCONIC INC COM 03965L100 38,852 1,475,000 SH   SOLE 1,475,000 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 320 39,700 SH   SOLE 39,700 0 0
ARES CAP CORP COM 04010L103 55,616 3,200,000 SH   SOLE 3,200,000 0 0
ARQULE INC COM 04269E107 115 108,040 SH   SOLE 108,040 0 0
ARRAY BIOPHARMA INC COM 04269X105 2,369 265,000 SH   SOLE 265,000 0 0
ARRIS INTL INC SHS G0551A103 15,870 600,000 SH   SOLE 600,000 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 828 130,000 SH   SOLE 130,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,298 39,000 SH   SOLE 39,000 0 0
ASTEC INDS INC COM 046224101 83,018 1,350,000 SH   SOLE 1,350,000 0 0
AT HOME GROUP INC COM 04650Y100 1,061 70,000 SH   SOLE 70,000 0 0
AT&T INC COM 00206R102 261,786 6,300,500 SH   SOLE 6,300,500 0 0
ATLANTICA YIELD PLC SHS G0751N103 758 36,169 SH   SOLE 36,169 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 41,588 750,000 SH   SOLE 750,000 0 0
ATMOS ENERGY CORP COM 049560105 1,975 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 512 134,100 SH   SOLE 134,100 0 0
AUDIOCODES LTD ORD M15342104 110 15,664 SH   SOLE 15,664 0 0
AUTODESK INC COM 052769106 8,820 102,000 SH   SOLE 102,000 0 0
AUTOZONE INC COM 053332102 1,591 2,200 SH   SOLE 2,200 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 319 32,915 SH   SOLE 32,915 0 0
AVALONBAY CMNTYS INC COM 053484101 25,245 137,500 SH   SOLE 137,500 0 0
AVIS BUDGET GROUP COM 053774105 20,706 700,000 SH   SOLE 700,000 0 0
AVON PRODS INC COM 054303102 22,880 5,200,000 SH   SOLE 5,200,000 0 0
AXALTA COATING SYS LTD COM G0750C108 2,093 65,000 SH   SOLE 65,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 374 25,000 SH   SOLE 25,000 0 0
B/E AEROSPACE INC COM 073302101 577 9,000 SH   SOLE 9,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 3,970 425,000 SH   SOLE 425,000 0 0
BAIDU INC SPON ADR REP A 056752108 51,851 300,553 SH   SOLE 300,553 0 0
BAKER HUGHES INC COM 057224107 64,307 1,075,000 SH   SOLE 1,075,000 0 0
BALLANTYNE STRONG INC COM 058516105 3,000 500,000 SH   SOLE 500,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 3,235 315,854 SH   SOLE 315,854 0 0
BANCO MACRO SA SPON ADR B 05961W105 5,479 63,193 SH   SOLE 63,193 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 3,879 154,669 SH   SOLE 154,669 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 3,800 95,313 SH   SOLE 95,313 0 0
BANK AMER CORP COM 060505104 307,472 13,034,000 SH   SOLE 13,034,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 66,083 1,399,167 SH   SOLE 1,399,167 0 0
BANKRATE INC DEL COM 06647F102 15,247 1,580,000 SH   SOLE 1,580,000 0 0
BARCLAYS PLC NOTE 8.250%12/3 06738EAA3 525 500,000 SH   SOLE 500,000 0 0
BARD C R INC COM 067383109 4,971 20,000 SH   SOLE 20,000 0 0
BB&T CORP COM 054937107 10,058 225,000 SH   SOLE 225,000 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 3,410 294,000 SH   SOLE 294,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 13,100 1,080,000 SH   SOLE 1,080,000 0 0
BECTON DICKINSON & CO COM 075887109 18,229 99,374 SH   SOLE 99,374 0 0
BEIGENE LTD SPONSORED ADR 07725L102 1,684 45,987 SH   SOLE 45,987 0 0
BEL FUSE INC CL B 077347300 2,172 85,000 SH   SOLE 85,000 0 0
BERKLEY W R CORP COM 084423102 5,149 72,905 SH   SOLE 72,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 23,736 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 146,678 880,000 SH   SOLE 880,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 1,214 25,000 SH   SOLE 25,000 0 0
BIOGEN INC COM 09062X103 62,473 228,485 SH   SOLE 228,485 0 0
BIOSTAGE INC COM 09074M103 39 105,000 SH   SOLE 105,000 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 7 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 1,662 25,000 SH   SOLE 25,000 0 0
BLACKROCK INC COM 09247X101 40,077 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 47,520 1,600,000 SH   SOLE 1,600,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 2,446 79,000 SH   SOLE 79,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 3,335 145,000 SH   SOLE 145,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 1,908 155,000 SH   SOLE 155,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 2,534 138,400 SH   SOLE 138,400 0 0
BOEING CO COM 097023105 67,207 380,000 SH   SOLE 380,000 0 0
BORGWARNER INC COM 099724106 5,224 125,000 SH   SOLE 125,000 0 0
BOSTON BEER INC CL A 100557107 6,003 41,500 SH   SOLE 41,500 0 0
BOSTON PROPERTIES INC COM 101121101 33,606 253,800 SH   SOLE 253,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107 12,186 490,000 SH   SOLE 490,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8,285 510,500 SH   SOLE 510,500 0 0
BRF SA SPONSORED ADR 10552T107 999 81,517 SH   SOLE 81,517 0 0
BRIGHTCOVE INC COM 10921T101 1,068 120,000 SH   SOLE 120,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 79,772 1,466,938 SH   SOLE 1,466,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 4,292 200,000 SH   SOLE 200,000 0 0
BROADCOM LTD SHS Y09827109 66,783 305,000 SH   SOLE 305,000 0 0
BROOKDALE SR LIVING INC COM 112463104 2,095 156,000 SH   SOLE 156,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,967 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 5,342 240,000 SH   SOLE 240,000 0 0
BSQUARE CORP COM NEW 11776U300 859 159,000 SH   SOLE 159,000 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 10,832 158,000 SH   SOLE 158,000 0 0
BURLINGTON STORES INC COM 122017106 14,350 147,500 SH   SOLE 147,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 5,236 110,000 SH   SOLE 110,000 0 0
CABELAS INC COM 126804301 3,877 73,001 SH   SOLE 73,001 0 0
CABOT OIL & GAS CORP COM 127097103 6,814 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,263 295,000 SH   SOLE 295,000 0 0
CAESARSTONE LTD ORD SHS M20598104 2,701 74,500 SH   SOLE 74,500 0 0
CALAVO GROWERS INC COM 128246105 34,542 570,000 SH   SOLE 570,000 0 0
CALERES INC COM 129500104 2,114 80,000 SH   SOLE 80,000 0 0
CALGON CARBON CORP COM 129603106 13,140 900,000 SH   SOLE 900,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 896 25,000 SH   SOLE 25,000 0 0
CALPINE CORP COM NEW 131347304 718 65,000 SH   SOLE 65,000 0 0
CAMPBELL SOUP CO COM 134429109 35,489 620,000 SH   SOLE 620,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 2,624 81,400 SH   SOLE 81,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 25,131 290,000 SH   SOLE 290,000 0 0
CAPITAL SR LIVING CORP COM 140475104 4,218 300,000 SH   SOLE 300,000 0 0
CARDINAL HEALTH INC COM 14149Y108 20,795 255,000 SH   SOLE 255,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 424 15,000 SH   SOLE 15,000 0 0
CARMAX INC COM 143130102 1,155 19,500 SH   SOLE 19,500 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 55,375 940,000 SH   SOLE 940,000 0 0
CARTER INC COM 146229109 2,245 25,000 SH   SOLE 25,000 0 0
CASEYS GEN STORES INC COM 147528103 40,410 360,000 SH   SOLE 360,000 0 0
CATERPILLAR INC DEL COM 149123101 59,366 640,000 SH   SOLE 640,000 0 0
CBOE HLDGS INC COM 12503M108 1,540 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 6,036 173,500 SH   SOLE 173,500 0 0
CBS CORP NEW CL B 124857202 59,650 860,000 SH   SOLE 860,000 0 0
CELADON GROUP INC COM 150838100 66 10,000 SH   SOLE 10,000 0 0
CELGENE CORP COM 151020104 64,704 520,000 SH   SOLE 520,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 1,715 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 16,757 1,847,474 SH   SOLE 1,847,474 0 0
CENTENE CORP DEL COM 15135B101 1,108 15,550 SH   SOLE 15,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,514 200,000 SH   SOLE 200,000 0 0
CERAGON NETWORKS LTD ORD M22013102 121 36,991 SH   SOLE 36,991 0 0
CERNER CORP COM 156782104 10,005 170,000 SH   SOLE 170,000 0 0
CF INDS HLDGS INC COM 125269100 38,155 1,300,000 SH   SOLE 1,300,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,148 35,000 SH   SOLE 35,000 0 0
CHATHAM LODGING TR COM 16208T102 2,103 106,500 SH   SOLE 106,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 10,636 103,600 SH   SOLE 103,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 22,454 475,000 SH   SOLE 475,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 2,052 63,500 SH   SOLE 63,500 0 0
CHESAPEAKE ENERGY CORP COM 165167107 3,267 550,000 SH   SOLE 550,000 0 0
CHEVRON CORP NEW COM 166764100 83,212 775,000 SH   SOLE 775,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 19,680 640,000 SH   SOLE 640,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 27,502 497,954 SH   SOLE 497,954 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 8,465 19,000 SH   SOLE 19,000 0 0
CHUBB LIMITED COM H1467J104 38,574 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 3,407 100,262 SH   SOLE 100,262 0 0
CHURCH & DWIGHT INC COM 171340102 41,143 825,000 SH   SOLE 825,000 0 0
CIENA CORP COM NEW 171779309 14,756 625,000 SH   SOLE 625,000 0 0
CIGNA CORPORATION COM 125509109 58,183 397,182 SH   SOLE 397,182 0 0
CIMAREX ENERGY CO COM 171798101 2,390 20,000 SH   SOLE 20,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 15,519 350,000 SH   SOLE 350,000 0 0
CISCO SYS INC COM 17275R102 151,255 4,475,000 SH   SOLE 4,475,000 0 0
CITIGROUP INC COM NEW 172967424 178,323 2,981,000 SH   SOLE 2,981,000 0 0
CITRIX SYS INC COM 177376100 5,162 61,900 SH   SOLE 61,900 0 0
CITY OFFICE REIT INC COM 178587101 4,556 375,000 SH   SOLE 375,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 4,463 1,750,000 SH   SOLE 1,750,000 0 0
CLOROX CO DEL COM 189054109 8,359 62,000 SH   SOLE 62,000 0 0
CLUBCORP HLDGS INC COM 18948M108 4,992 311,000 SH   SOLE 311,000 0 0
CME GROUP INC COM 12572Q105 21,384 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 6,487 145,000 SH   SOLE 145,000 0 0
COCA COLA CO COM 191216100 145,781 3,435,000 SH   SOLE 3,435,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 6,625 175,763 SH   SOLE 175,763 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 34,440 800,000 SH   SOLE 800,000 0 0
COLGATE PALMOLIVE CO COM 194162103 70,555 964,000 SH   SOLE 964,000 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 6,079 470,885 SH   SOLE 470,885 0 0
COLONY STARWOOD HOMES COM 19625X102 9,099 268,000 SH   SOLE 268,000 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 779 35,000 SH   SOLE 35,000 0 0
COMCAST CORP NEW CL A 20030N101 167,651 4,460,000 SH   SOLE 4,460,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 2,384 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 7,206 301,500 SH   SOLE 301,500 0 0
COMMVAULT SYSTEMS INC COM 204166102 12,700 250,000 SH   SOLE 250,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 5,027 417,513 SH   SOLE 417,513 0 0
COMPUTER SCIENCES CORP COM 205363104 5,769 83,600 SH   SOLE 83,600 0 0
CONAGRA BRANDS INC COM 205887102 6,757 167,500 SH   SOLE 167,500 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 682 40,000 SH   SOLE 40,000 0 0
CONNECTICUT WTR SVC INC COM 207797101 797 15,000 SH   SOLE 15,000 0 0
CONOCOPHILLIPS COM 20825C104 116,945 2,345,000 SH   SOLE 2,345,000 0 0
CONSOL ENERGY INC COM 20854P109 13,424 800,000 SH   SOLE 800,000 0 0
CONSOLIDATED EDISON INC COM 209115104 5,048 65,000 SH   SOLE 65,000 0 0
COPA HOLDINGS SA CL A P31076105 12,332 109,858 SH   SOLE 109,858 0 0
CORE MARK HOLDING CO INC COM 218681104 26,823 860,000 SH   SOLE 860,000 0 0
CORNING INC COM 219350105 12,074 447,200 SH   SOLE 447,200 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 513 15,500 SH   SOLE 15,500 0 0
COSTAMARE INC SHS Y1771G102 101 15,200 SH   SOLE 15,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 30,520 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 14,087 777,000 SH   SOLE 777,000 0 0
COUPA SOFTWARE INC COM 22266L106 318 12,500 SH   SOLE 12,500 0 0
COVANTA HLDG CORP COM 22282E102 10,990 700,000 SH   SOLE 700,000 0 0
CRAY INC COM NEW 225223304 31,865 1,455,000 SH   SOLE 1,455,000 0 0
CREDICORP LTD COM G2519Y108 22,409 137,226 SH   SOLE 137,226 0 0
CROCS INC COM 227046109 530 75,000 SH   SOLE 75,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 73,671 780,000 SH   SOLE 780,000 0 0
CROWN HOLDINGS INC COM 228368106 5,295 100,000 SH   SOLE 100,000 0 0
CSRA INC COM 12650T104 1,465 50,000 SH   SOLE 50,000 0 0
CSX CORP COM 126408103 2,328 50,000 SH   SOLE 50,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 6,160 125,328 SH   SOLE 125,328 0 0
CUBESMART COM 229663109 25,389 978,000 SH   SOLE 978,000 0 0
CUBIC CORP COM 229669106 54,912 1,040,000 SH   SOLE 1,040,000 0 0
CUMMINS INC COM 231021106 5,292 35,000 SH   SOLE 35,000 0 0
CUMULUS MEDIA INC CL A NEW 231082603 259 806,249 SH   SOLE 806,249 0 0
CVS HEALTH CORP COM 126650100 51,021 649,943 SH   SOLE 649,943 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 28,211 2,050,250 SH   SOLE 2,050,250 0 0
CYRUSONE INC COM 23283R100 15,390 299,000 SH   SOLE 299,000 0 0
CYS INVTS INC COM 12673A108 1,065 134,000 SH   SOLE 134,000 0 0
DANA INCORPORATED COM 235825205 3,862 200,000 SH   SOLE 200,000 0 0
DANAHER CORP DEL COM 235851102 13,685 160,000 SH   SOLE 160,000 0 0
DARDEN RESTAURANTS INC COM 237194105 3,347 40,000 SH   SOLE 40,000 0 0
DATAWATCH CORP COM NEW 237917208 5,040 600,000 SH   SOLE 600,000 0 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 1,227 25,500 SH   SOLE 25,500 0 0
DDR CORP COM 23317H102 3,509 280,000 SH   SOLE 280,000 0 0
DEERE & CO COM 244199105 4,354 40,000 SH   SOLE 40,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 4,214 65,761 SH   SOLE 65,761 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 17,305 215,000 SH   SOLE 215,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 64,344 1,400,000 SH   SOLE 1,400,000 0 0
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DENTSPLY SIRONA INC COM 24906P109 7,181 115,000 SH   SOLE 115,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 13,976 335,000 SH   SOLE 335,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,320 79,000 SH   SOLE 79,000 0 0
DIANA SHIPPING INC COM Y2066G104 179 38,700 SH   SOLE 38,700 0 0
DICKS SPORTING GOODS INC COM 253393102 2,287 47,000 SH   SOLE 47,000 0 0
DIGI INTL INC COM 253798102 1,726 145,000 SH   SOLE 145,000 0 0
DISCOVER FINL SVCS COM 254709108 23,082 337,500 SH   SOLE 337,500 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 11,890 420,000 SH   SOLE 420,000 0 0
DISH NETWORK CORP CL A 25470M109 69,839 1,100,000 SH   SOLE 1,100,000 0 0
DISNEY WALT CO COM DISNEY 254687106 311,823 2,750,000 SH   SOLE 2,750,000 0 0
DOLLAR GEN CORP NEW COM 256677105 10,599 152,000 SH   SOLE 152,000 0 0
DOLLAR TREE INC COM 256746108 9,494 121,000 SH   SOLE 121,000 0 0
DOMINION MIDSTREAM PARTNERS COM UT REP LTD 257454108 1,776 55,600 SH   SOLE 55,600 0 0
DOMINION RES INC VA NEW COM 25746U109 76,406 985,000 SH   SOLE 985,000 0 0
DOUGLAS EMMETT INC COM 25960P109 6,682 174,000 SH   SOLE 174,000 0 0
DOVER MOTORSPORTS INC COM 260174107 539 245,000 SH   SOLE 245,000 0 0
DOW CHEM CO COM 260543103 79,425 1,250,000 SH   SOLE 1,250,000 0 0
DR REDDYS LABS LTD ADR 256135203 3,961 98,640 SH   SOLE 98,640 0 0
DTE ENERGY CO COM 233331107 5,106 50,000 SH   SOLE 50,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 8,033 100,000 SH   SOLE 100,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 24,603 300,000 SH   SOLE 300,000 0 0
DYNEGY INC NEW DEL COM 26817R108 786 100,000 SH   SOLE 100,000 0 0
EAST WEST BANCORP INC COM 27579R104 5,161 100,000 SH   SOLE 100,000 0 0
EASTMAN CHEM CO COM 277432100 1,616 20,000 SH   SOLE 20,000 0 0
EATON CORP PLC SHS G29183103 13,718 185,000 SH   SOLE 185,000 0 0
EBAY INC COM 278642103 15,442 460,000 SH   SOLE 460,000 0 0
ECHOSTAR CORP CL A 278768106 38,441 675,000 SH   SOLE 675,000 0 0
ECOLAB INC COM 278865100 13,787 110,000 SH   SOLE 110,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 2,121 29,000 SH   SOLE 29,000 0 0
EDISON INTL COM 281020107 13,136 165,000 SH   SOLE 165,000 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 4,085 100,000 SH   SOLE 100,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,197 108,400 SH   SOLE 108,400 0 0
ELECTRONIC ARTS INC COM 285512109 11,915 133,099 SH   SOLE 133,099 0 0
EMERSON ELEC CO COM 291011104 7,483 125,000 SH   SOLE 125,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 919 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 2,393 143,400 SH   SOLE 143,400 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 1,085 57,100 SH   SOLE 57,100 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 1,872 180,147 SH   SOLE 180,147 0 0
ENEL CHILE S A SPONSORED ADR 29278D105 97 17,600 SH   SOLE 17,600 0 0
ENERGEN CORP COM 29265N108 2,450 45,000 SH   SOLE 45,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,617 29,000 SH   SOLE 29,000 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 5,051 138,300 SH   SOLE 138,300 0 0
ENSCO PLC SHS CLASS A G3157S106 2,372 265,000 SH   SOLE 265,000 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 1,716 120,000 SH   SOLE 120,000 0 0
ENTERGY CORP NEW COM 29364G103 7,596 100,000 SH   SOLE 100,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 37,293 1,350,700 SH   SOLE 1,350,700 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 12,772 2,060,000 SH   SOLE 2,060,000 0 0
ENZYMOTEC LTD SHS M4059L101 247 28,110 SH   SOLE 28,110 0 0
EOG RES INC COM 26875P101 26,826 275,000 SH   SOLE 275,000 0 0
EPAM SYS INC COM 29414B104 10,573 140,000 SH   SOLE 140,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 131,356 1,784,000 SH   SOLE 1,784,000 0 0
EQT CORP COM 26884L109 6,110 100,000 SH   SOLE 100,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 5,252 68,300 SH   SOLE 68,300 0 0
EQUIFAX INC COM 294429105 4,964 36,300 SH   SOLE 36,300 0 0
EQUINIX INC COM PAR $0.001 29444U700 8,047 20,100 SH   SOLE 20,100 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 6,868 220,000 SH   SOLE 220,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,011 78,000 SH   SOLE 78,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,152 114,950 SH   SOLE 114,950 0 0
EROS INTL PLC SHS NEW G3788M114 25,029 2,429,990 SH   SOLE 2,429,990 0 0
ESSENT GROUP LTD COM G3198U102 1,809 50,000 SH   SOLE 50,000 0 0
ESSEX PPTY TR INC COM 297178105 37,632 162,536 SH   SOLE 162,536 0 0
EVEREST RE GROUP LTD COM G3223R108 16,367 70,000 SH   SOLE 70,000 0 0
EVERSOURCE ENERGY COM 30040W108 7,935 135,000 SH   SOLE 135,000 0 0
EXA CORP COM 300614500 3,302 260,000 SH   SOLE 260,000 0 0
EXELON CORP COM 30161N101 15,651 435,000 SH   SOLE 435,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 29,660 450,000 SH   SOLE 450,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 22,279 299,500 SH   SOLE 299,500 0 0
EXXON MOBIL CORP COM 30231G102 388,727 4,740,000 SH   SOLE 4,740,000 0 0
F M C CORP COM NEW 302491303 3,653 52,500 SH   SOLE 52,500 0 0
FACEBOOK INC CL A 30303M102 515,642 3,630,000 SH   SOLE 3,630,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 8,744 65,500 SH   SOLE 65,500 0 0
FEDEX CORP COM 31428X106 53,667 275,000 SH   SOLE 275,000 0 0
FELCOR LODGING TR INC COM 31430F101 1,352 180,000 SH   SOLE 180,000 0 0
FIBROGEN INC COM 31572Q808 435 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 11,808 148,300 SH   SOLE 148,300 0 0
FINANCIAL ENGINES INC COM 317485100 3,270 75,087 SH   SOLE 75,087 0 0
FINISAR CORP COM NEW 31787A507 23,239 850,000 SH   SOLE 850,000 0 0
FIREEYE INC COM 31816Q101 6,305 500,000 SH   SOLE 500,000 0 0
FIRSTENERGY CORP COM 337932107 4,455 140,000 SH   SOLE 140,000 0 0
FIVE BELOW INC COM 33829M101 8,510 196,500 SH   SOLE 196,500 0 0
FLOWERS FOODS INC COM 343498101 3,955 203,750 SH   SOLE 203,750 0 0
FLOWSERVE CORP COM 34354P105 10,895 225,000 SH   SOLE 225,000 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 1,097 107,500 SH   SOLE 107,500 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 13,199 149,102 SH   SOLE 149,102 0 0
FOOT LOCKER INC COM 344849104 6,658 89,000 SH   SOLE 89,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 20,952 1,800,000 SH   SOLE 1,800,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 11,914 546,980 SH   SOLE 546,980 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,217 20,000 SH   SOLE 20,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 5,850 256,274 SH   SOLE 256,274 0 0
FREEPORT-MCMORAN INC CL B 35671D857 58,116 4,350,000 SH   SOLE 4,350,000 0 0
FS INVT CORP COM 302635107 18,130 1,850,000 SH   SOLE 1,850,000 0 0
GAMESTOP CORP NEW CL A 36467W109 15,785 700,000 SH   SOLE 700,000 0 0
GARTNER INC COM 366651107 4,860 45,000 SH   SOLE 45,000 0 0
GASLOG LTD SHS G37585109 204 13,300 SH   SOLE 13,300 0 0
GAZIT GLOBE LTD SHS M4793C102 2,900 277,500 SH   SOLE 277,500 0 0
GENERAL DYNAMICS CORP COM 369550108 25,272 135,000 SH   SOLE 135,000 0 0
GENERAL ELECTRIC CO COM 369604103 262,240 8,800,000 SH   SOLE 8,800,000 0 0
GENERAL MLS INC COM 370334104 17,804 301,720 SH   SOLE 301,720 0 0
GENERAL MTRS CO COM 37045V100 79,030 2,235,000 SH   SOLE 2,235,000 0 0
GENESEE & WYO INC CL A 371559105 10,179 150,000 SH   SOLE 150,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 6,799 209,726 SH   SOLE 209,726 0 0
GENWORTH FINL INC COM CL A 37247D106 17,716 4,300,000 SH   SOLE 4,300,000 0 0
GERON CORP COM 374163103 1,975 870,000 SH   SOLE 870,000 0 0
GGP INC COM 36174X101 26,253 1,132,575 SH   SOLE 1,132,575 0 0
G-III APPAREL GROUP LTD COM 36237H101 3,875 177,000 SH   SOLE 177,000 0 0
GILEAD SCIENCES INC COM 375558103 115,464 1,700,000 SH   SOLE 1,700,000 0 0
GLADSTONE LD CORP COM 376549101 3,818 344,000 SH   SOLE 344,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 2,860 315,000 SH   SOLE 315,000 0 0
GLOBAL PMTS INC COM 37940X102 7,374 91,400 SH   SOLE 91,400 0 0
GNC HLDGS INC COM CL A 36191G107 14,720 2,000,000 SH   SOLE 2,000,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 110,840 482,500 SH   SOLE 482,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 9,000 250,000 SH   SOLE 250,000 0 0
GRAMERCY PPTY TR COM NEW 385002308 15,472 588,273 SH   SOLE 588,273 0 0
GRANITE CONSTR INC COM 387328107 25,597 510,000 SH   SOLE 510,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,287 100,000 SH   SOLE 100,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 2,922 100,000 SH   SOLE 100,000 0 0
GREIF INC CL B 397624206 4,049 62,000 SH   SOLE 62,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 722 9,750 SH   SOLE 9,750 0 0
GROUPON INC COM 399473107 18,078 4,600,000 SH   SOLE 4,600,000 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 136 16,600 SH   SOLE 16,600 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 6,510 171,944 SH   SOLE 171,944 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 3,638 402,835 SH   SOLE 402,835 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,671 64,400 SH   SOLE 64,400 0 0
GSV CAP CORP COM 36191J101 7,168 1,600,000 SH   SOLE 1,600,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 55,800 1,500,000 SH   SOLE 1,500,000 0 0
HALLIBURTON CO COM 406216101 11,318 230,000 SH   SOLE 230,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 2,333 180,000 SH   SOLE 180,000 0 0
HALYARD HEALTH INC COM 40650V100 705 18,500 SH   SOLE 18,500 0 0
HANESBRANDS INC COM 410345102 5,917 285,000 SH   SOLE 285,000 0 0
HARLEY DAVIDSON INC COM 412822108 5,748 95,000 SH   SOLE 95,000 0 0
HARRIS CORP DEL COM 413875105 3,894 35,000 SH   SOLE 35,000 0 0
HARSCO CORP COM 415864107 10,710 840,000 SH   SOLE 840,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,268 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 33,939 340,000 SH   SOLE 340,000 0 0
HCP INC COM 40414L109 1,126 36,000 SH   SOLE 36,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 33,928 825,000 SH   SOLE 825,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 54,297 721,845 SH   SOLE 721,845 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 3,146 100,000 SH   SOLE 100,000 0 0
HECLA MNG CO COM 422704106 37,030 7,000,000 SH   SOLE 7,000,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,243 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 6,258 94,000 SH   SOLE 94,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 31,572 1,800,000 SH   SOLE 1,800,000 0 0
HESS CORP COM 42809H107 13,017 270,000 SH   SOLE 270,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 14,220 600,000 SH   SOLE 600,000 0 0
HEXCEL CORP NEW COM 428291108 2,728 50,000 SH   SOLE 50,000 0 0
HFF INC CL A 40418F108 1,162 42,000 SH   SOLE 42,000 0 0
HIGHWOODS PPTYS INC COM 431284108 1,965 40,000 SH   SOLE 40,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 2,619 91,400 SH   SOLE 91,400 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 20,178 345,166 SH   SOLE 345,166 0 0
HOLLYFRONTIER CORP COM 436106108 38,259 1,350,000 SH   SOLE 1,350,000 0 0
HOLOGIC INC COM 436440101 13,667 321,200 SH   SOLE 321,200 0 0
HOME DEPOT INC COM 437076102 215,840 1,470,000 SH   SOLE 1,470,000 0 0
HONEYWELL INTL INC COM 438516106 51,197 410,000 SH   SOLE 410,000 0 0
HORTONWORKS INC COM 440894103 4,709 480,000 SH   SOLE 480,000 0 0
HOWARD HUGHES CORP COM 44267D107 25,995 221,704 SH   SOLE 221,704 0 0
HP INC COM 40434L105 20,984 1,173,600 SH   SOLE 1,173,600 0 0
HSN INC COM 404303109 19,292 520,000 SH   SOLE 520,000 0 0
HUDSON PAC PPTYS INC COM 444097109 14,740 425,500 SH   SOLE 425,500 0 0
HUMANA INC COM 444859102 17,522 85,000 SH   SOLE 85,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 3,004 15,000 SH   SOLE 15,000 0 0
IAC INTERACTIVECORP COM 44919P508 31,700 430,000 SH   SOLE 430,000 0 0
ICICI BK LTD ADR 45104G104 1,849 214,973 SH   SOLE 214,973 0 0
IDACORP INC COM 451107106 1,659 20,000 SH   SOLE 20,000 0 0
ILG INC COM 44967H101 3,207 153,000 SH   SOLE 153,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 12,684 95,750 SH   SOLE 95,750 0 0
ILLUMINA INC COM 452327109 24,742 145,000 SH   SOLE 145,000 0 0
INCYTE CORP COM 45337C102 13,367 100,000 SH   SOLE 100,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 8,227 878,100 SH   SOLE 878,100 0 0
INFOSYS LTD SPONSORED ADR 456788108 20,813 1,317,278 SH   SOLE 1,317,278 0 0
INGERSOLL-RAND PLC SHS G47791101 8,132 100,000 SH   SOLE 100,000 0 0
INGEVITY CORP COM 45688C107 913 15,000 SH   SOLE 15,000 0 0
INGREDION INC COM 457187102 24,086 200,000 SH   SOLE 200,000 0 0
INNOVIVA INC COM 45781M101 3,583 259,108 SH   SOLE 259,108 0 0
INTEGER HLDGS CORP COM 45826H109 4,824 120,000 SH   SOLE 120,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 37,635 1,590,000 SH   SOLE 1,590,000 0 0
INTEL CORP COM 458140100 136,886 3,795,000 SH   SOLE 3,795,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 122,839 705,400 SH   SOLE 705,400 0 0
INTL PAPER CO COM 460146103 11,679 230,000 SH   SOLE 230,000 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 1,016 62,500 SH   SOLE 62,500 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 1,125 45,000 SH   SOLE 45,000 0 0
INTUIT COM 461202103 14,139 121,900 SH   SOLE 121,900 0 0
INVENTURE FOODS INC COM 461212102 7,072 1,600,000 SH   SOLE 1,600,000 0 0
INVITATION HOMES INC COM 46187W107 7,051 323,000 SH   SOLE 323,000 0 0
ION GEOPHYSICAL CORP COM NEW 462044207 149 30,666 SH   SOLE 30,666 0 0
IONIS PHARMACEUTICALS INC COM 462222100 4,020 100,000 SH   SOLE 100,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 72,060 6,000,000 SH   SOLE 6,000,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 186,587 5,615,035 SH   SOLE 5,615,035 0 0
ISHARES INC MSCI RUS ETF NEW 46434G798 26,784 833,882 SH   SOLE 833,882 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 37,421 950,000 SH   SOLE 950,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,527 17,400 SH   SOLE 17,400 0 0
ISHARES TR U.S. PFD STK ETF 464288687 51,278 1,325,000 SH   SOLE 1,325,000 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 801 31,068 SH   SOLE 31,068 0 0
ISHARES TR MSCI INDIA ETF 46429B598 166,228 5,279,581 SH   SOLE 5,279,581 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 21,327 1,766,960 SH   SOLE 1,766,960 0 0
IXIA COM 45071R109 5,109 260,000 SH   SOLE 260,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 1,382 25,000 SH   SOLE 25,000 0 0
JAKKS PAC INC COM 47012E106 825 150,000 SH   SOLE 150,000 0 0
JD COM INC SPON ADR CL A 47215P106 17,683 568,405 SH   SOLE 568,405 0 0
JELD-WEN HLDG INC COM 47580P103 1,265 38,500 SH   SOLE 38,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 63,376 3,075,000 SH   SOLE 3,075,000 0 0
JOHNSON & JOHNSON COM 478160104 390,464 3,135,000 SH   SOLE 3,135,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 18,856 447,675 SH   SOLE 447,675 0 0
JPMORGAN CHASE & CO COM 46625H100 362,076 4,122,000 SH   SOLE 4,122,000 0 0
JUNIPER NETWORKS INC COM 48203R104 7,653 275,000 SH   SOLE 275,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 13,293 155,000 SH   SOLE 155,000 0 0
KAR AUCTION SVCS INC COM 48238T109 8,245 188,800 SH   SOLE 188,800 0 0
KATE SPADE & CO COM 485865109 5,337 229,750 SH   SOLE 229,750 0 0
KELLOGG CO COM 487836108 9,439 130,000 SH   SOLE 130,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 5,217 235,000 SH   SOLE 235,000 0 0
KEYCORP NEW COM 493267108 32,004 1,800,000 SH   SOLE 1,800,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,518 125,000 SH   SOLE 125,000 0 0
KILROY RLTY CORP COM 49427F108 10,469 145,250 SH   SOLE 145,250 0 0
KIMBERLY CLARK CORP COM 494368103 64,236 488,000 SH   SOLE 488,000 0 0
KIMCO RLTY CORP COM 49446R109 15,728 712,000 SH   SOLE 712,000 0 0
KINDER MORGAN INC DEL COM 49456B101 93,482 4,300,000 SH   SOLE 4,300,000 0 0
KLA-TENCOR CORP COM 482480100 12,834 135,000 SH   SOLE 135,000 0 0
KLX INC COM 482539103 8,381 187,500 SH   SOLE 187,500 0 0
KOPPERS HOLDINGS INC COM 50060P106 30,492 720,000 SH   SOLE 720,000 0 0
KORN FERRY INTL COM NEW 500643200 1,751 55,600 SH   SOLE 55,600 0 0
KRAFT HEINZ CO COM 500754106 39,901 439,387 SH   SOLE 439,387 0 0
KROGER CO COM 501044101 15,158 514,000 SH   SOLE 514,000 0 0
L BRANDS INC COM 501797104 11,116 236,000 SH   SOLE 236,000 0 0
L3 TECHNOLOGIES INC COM 502413107 57,852 350,000 SH   SOLE 350,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 18,651 130,000 SH   SOLE 130,000 0 0
LAM RESEARCH CORP COM 512807108 32,732 255,000 SH   SOLE 255,000 0 0
LAMB WESTON HLDGS INC COM 513272104 2,348 55,833 SH   SOLE 55,833 0 0
LAS VEGAS SANDS CORP COM 517834107 22,828 400,000 SH   SOLE 400,000 0 0
LAUDER ESTEE COS INC CL A 518439104 52,654 621,000 SH   SOLE 621,000 0 0
LCI INDS COM 50189K103 18,463 185,000 SH   SOLE 185,000 0 0
LEGG MASON INC COM 524901105 44,416 1,230,000 SH   SOLE 1,230,000 0 0
LENNAR CORP CL B 526057302 523 12,500 SH   SOLE 12,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 5,722 100,000 SH   SOLE 100,000 0 0
LGI HOMES INC COM 50187T106 7,630 225,000 SH   SOLE 225,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 2,022 87,739 SH   SOLE 87,739 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,878 100,000 SH   SOLE 100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 854 25,000 SH   SOLE 25,000 0 0
LIFE STORAGE INC COM 53223X107 10,634 129,500 SH   SOLE 129,500 0 0
LIFEPOINT HEALTH INC COM 53219L109 6,299 96,164 SH   SOLE 96,164 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 23,285 220,000 SH   SOLE 220,000 0 0
LILLY ELI & CO COM 532457108 169,271 2,012,496 SH   SOLE 2,012,496 0 0
LIMBACH HLDGS INC COM 53263P105 8,971 644,000 SH   SOLE 644,000 0 0
LIMONEIRA CO COM 532746104 4,517 216,000 SH   SOLE 216,000 0 0
LINCOLN NATL CORP IND COM 534187109 77,166 1,179,000 SH   SOLE 1,179,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 4,250 160,000 SH   SOLE 160,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 9,265 380,000 SH   SOLE 380,000 0 0
LITHIA MTRS INC CL A 536797103 4,223 49,300 SH   SOLE 49,300 0 0
LKQ CORP COM 501889208 15,938 544,500 SH   SOLE 544,500 0 0
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O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,341 23,500 SH   SOLE 23,500 0 0
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SUMMIT MATLS INC CL A 86614U100 15,716 636,027 SH   SOLE 636,027 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 1,658 69,100 SH   SOLE 69,100 0 0
SUN CMNTYS INC COM 866674104 19,922 248,000 SH   SOLE 248,000 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 5,441 222,800 SH   SOLE 222,800 0 0
SUNOCO LP COM U REP LP 86765K109 1,112 46,000 SH   SOLE 46,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,312 85,584 SH   SOLE 85,584 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 2,139 150,000 SH   SOLE 150,000 0 0
SUTHERLAND ASSET MGMT CORP M COM 86933G105 1,792 124,000 SH   SOLE 124,000 0 0
SVB FINL GROUP COM 78486Q101 37,032 199,000 SH   SOLE 199,000 0 0
SYMANTEC CORP COM 871503108 7,363 240,000 SH   SOLE 240,000 0 0
SYNCHRONY FINL COM 87165B103 36,277 1,057,648 SH   SOLE 1,057,648 0 0
SYNOPSYS INC COM 871607107 10,870 150,700 SH   SOLE 150,700 0 0
SYSCO CORP COM 871829107 17,289 333,000 SH   SOLE 333,000 0 0
TAILORED BRANDS INC COM 87403A107 971 65,000 SH   SOLE 65,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 139,055 4,234,271 SH   SOLE 4,234,271 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,689 28,500 SH   SOLE 28,500 0 0
TAL ED GROUP ADS REPSTG COM 874080104 6,308 59,186 SH   SOLE 59,186 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 4,325 81,300 SH   SOLE 81,300 0 0
TARGET CORP COM 87612E106 19,586 354,880 SH   SOLE 354,880 0 0
TASEKO MINES LTD COM 876511106 38 29,032 SH   SOLE 29,032 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,760 77,405 SH   SOLE 77,405 0 0
TAUBMAN CTRS INC COM 876664103 660 10,000 SH   SOLE 10,000 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 1,420 23,800 SH   SOLE 23,800 0 0
TCP CAP CORP COM 87238Q103 6,097 350,000 SH   SOLE 350,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 14,761 198,000 SH   SOLE 198,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 8,874 597,559 SH   SOLE 597,559 0 0
TEMPUR SEALY INTL INC COM 88023U101 465 10,000 SH   SOLE 10,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 20,588 1,162,500 SH   SOLE 1,162,500 0 0
TERRENO RLTY CORP COM 88146M101 5,040 180,000 SH   SOLE 180,000 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 3,960 72,700 SH   SOLE 72,700 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 18,545 577,900 SH   SOLE 577,900 0 0
TEXAS INSTRS INC COM 882508104 53,170 660,000 SH   SOLE 660,000 0 0
TEXTRON INC COM 883203101 5,949 125,000 SH   SOLE 125,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 5,908 160,459 SH   SOLE 160,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,056 85,000 SH   SOLE 85,000 0 0
THOR INDS INC COM 885160101 41,336 430,000 SH   SOLE 430,000 0 0
TIER REIT INC COM NEW 88650V208 946 54,500 SH   SOLE 54,500 0 0
TIME INC NEW COM 887228104 7,740 400,000 SH   SOLE 400,000 0 0
TIME WARNER INC COM NEW 887317303 108,458 1,110,000 SH   SOLE 1,110,000 0 0
TITAN INTL INC ILL COM 88830M102 5,273 510,000 SH   SOLE 510,000 0 0
TJX COS INC NEW COM 872540109 23,724 300,000 SH   SOLE 300,000 0 0
TOLL BROTHERS INC COM 889478103 36,399 1,008,000 SH   SOLE 1,008,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 3,427 91,741 SH   SOLE 91,741 0 0
TOTAL SYS SVCS INC COM 891906109 6,731 125,900 SH   SOLE 125,900 0 0
TPG SPECIALTY LENDING INC COM 87265K102 100,931 4,950,000 SH   SOLE 4,950,000 0 0
TRACTOR SUPPLY CO COM 892356106 2,586 37,500 SH   SOLE 37,500 0 0
TRANSDIGM GROUP INC COM 893641100 24,218 110,000 SH   SOLE 110,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,864 230,000 SH   SOLE 230,000 0 0
TRAVELCENTERS AMER LLC COM 894174101 9,760 1,600,000 SH   SOLE 1,600,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 18,876 156,595 SH   SOLE 156,595 0 0
TRI POINTE GROUP INC COM 87265H109 4,117 328,336 SH   SOLE 328,336 0 0
TRIANGLE CAP CORP COM 895848109 7,636 400,000 SH   SOLE 400,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 23,175 900,000 SH   SOLE 900,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 121 25,300 SH   SOLE 25,300 0 0
TUPPERWARE BRANDS CORP COM 899896104 6,523 104,000 SH   SOLE 104,000 0 0
TUTOR PERINI CORP COM 901109108 1,908 60,000 SH   SOLE 60,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,239 100,000 SH   SOLE 100,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 31,780 1,000,000 SH   SOLE 1,000,000 0 0
TWITTER INC COM 90184L102 17,940 1,200,000 SH   SOLE 1,200,000 0 0
TYSON FOODS INC CL A 902494103 37,026 600,000 SH   SOLE 600,000 0 0
U S CONCRETE INC COM NEW 90333L201 5,810 90,000 SH   SOLE 90,000 0 0
UCP INC CL A 90265Y106 640 63,034 SH   SOLE 63,034 0 0
ULTA BEAUTY INC COM 90384S303 8,557 30,000 SH   SOLE 30,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 3,374 200,000 SH   SOLE 200,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 637 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 4,670 307,000 SH   SOLE 307,000 0 0
UNDER ARMOUR INC CL C 904311206 30,378 1,660,000 SH   SOLE 1,660,000 0 0
UNION PAC CORP COM 907818108 12,816 121,000 SH   SOLE 121,000 0 0
UNITED CONTL HLDGS INC COM 910047109 6,004 85,000 SH   SOLE 85,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 543 281,200 SH   SOLE 281,200 0 0
UNITED NAT FOODS INC COM 911163103 4,755 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 85,840 800,000 SH   SOLE 800,000 0 0
UNITED RENTALS INC COM 911363109 30,012 240,000 SH   SOLE 240,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 56,105 500,000 SH   SOLE 500,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 61,476 374,828 SH   SOLE 374,828 0 0
UNITI GROUP INC COM 91325V108 13,726 531,000 SH   SOLE 531,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 18,486 214,700 SH   SOLE 214,700 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,089 65,000 SH   SOLE 65,000 0 0
US BANCORP DEL COM NEW 902973304 49,732 965,671 SH   SOLE 965,671 0 0
VALE S A ADR 91912E105 3,354 353,056 SH   SOLE 353,056 0 0
VALE S A ADR REPSTG PFD 91912E204 3,247 361,600 SH   SOLE 361,600 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 221 20,000 SH   SOLE 20,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 12,927 195,000 SH   SOLE 195,000 0 0
VALSPAR CORP COM 920355104 3,883 35,000 SH   SOLE 35,000 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 4,903 237,200 SH   SOLE 237,200 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 3,799 71,738 SH   SOLE 71,738 0 0
VANGUARD INDEX FDS REIT ETF 922908553 78,461 950,000 SH   SOLE 950,000 0 0
VECTREN CORP COM 92240G101 1,172 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 1,794 104,500 SH   SOLE 104,500 0 0
VENTAS INC COM 92276F100 18,972 291,700 SH   SOLE 291,700 0 0
VEON LTD SPONSORED ADR 91822M106 300 73,500 SH   SOLE 73,500 0 0
VEREIT INC COM 92339V100 2,377 280,000 SH   SOLE 280,000 0 0
VERISIGN INC COM 92343E102 2,718 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 6,086 75,000 SH   SOLE 75,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 186,297 3,821,468 SH   SOLE 3,821,468 0 0
VERSUM MATLS INC COM 92532W103 2,831 92,500 SH   SOLE 92,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 24,057 220,000 SH   SOLE 220,000 0 0
VIACOM INC NEW CL B 92553P201 53,613 1,150,000 SH   SOLE 1,150,000 0 0
VIAVI SOLUTIONS INC COM 925550105 2,144 200,000 SH   SOLE 200,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,530 114,647 SH   SOLE 114,647 0 0
VISA INC COM CL A 92826C839 239,061 2,690,000 SH   SOLE 2,690,000 0 0
VISTA OUTDOOR INC COM 928377100 9,163 445,000 SH   SOLE 445,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 22,158 220,900 SH   SOLE 220,900 0 0
VULCAN MATLS CO COM 929160109 33,734 280,000 SH   SOLE 280,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 36,276 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 56,871 789,000 SH   SOLE 789,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 435 50,050 SH   SOLE 50,050 0 0
WASTE MGMT INC DEL COM 94106L109 14,584 200,000 SH   SOLE 200,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 28,058 450,000 SH   SOLE 450,000 0 0
WAYFAIR INC CL A 94419L101 16,399 405,000 SH   SOLE 405,000 0 0
WEB COM GROUP INC COM 94733A104 2,316 120,000 SH   SOLE 120,000 0 0
WEC ENERGY GROUP INC COM 92939U106 9,240 152,400 SH   SOLE 152,400 0 0
WEIBO CORP SPONSORED ADR 948596101 555 10,622 SH   SOLE 10,622 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 17,438 1,120,000 SH   SOLE 1,120,000 0 0
WELLS FARGO & CO NEW COM 949746101 317,874 5,711,000 SH   SOLE 5,711,000 0 0
WELLTOWER INC COM 95040Q104 21,990 310,500 SH   SOLE 310,500 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 627 55,000 SH   SOLE 55,000 0 0
WESTERN DIGITAL CORP COM 958102105 84,033 1,018,209 SH   SOLE 1,018,209 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 4,909 81,200 SH   SOLE 81,200 0 0
WESTROCK CO COM 96145D105 41,104 790,000 SH   SOLE 790,000 0 0
WEYERHAEUSER CO COM 962166104 79,004 2,325,000 SH   SOLE 2,325,000 0 0
WGL HLDGS INC COM 92924F106 2,063 25,000 SH   SOLE 25,000 0 0
WHEELER REAL ESTATE INVT TR COM 963025101 597 345,000 SH   SOLE 345,000 0 0
WHIRLPOOL CORP COM 963320106 8,181 47,750 SH   SOLE 47,750 0 0
WHITESTONE REIT COM 966084204 7,328 529,500 SH   SOLE 529,500 0 0
WILLIAMS COS INC DEL COM 969457100 16,718 565,000 SH   SOLE 565,000 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 8,889 217,700 SH   SOLE 217,700 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 751 73,400 SH   SOLE 73,400 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 4,000 180,000 SH   SOLE 180,000 0 0
WPX ENERGY INC COM 98212B103 2,477 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 5,900 70,000 SH   SOLE 70,000 0 0
XCEL BRANDS INC COM NEW 98400M101 1,429 529,419 SH   SOLE 529,419 0 0
XCEL ENERGY INC COM 98389B100 10,001 225,000 SH   SOLE 225,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 260 65,000 SH   SOLE 65,000 0 0
XL GROUP LTD COM G98294104 11,161 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 6,712 390,000 SH   SOLE 390,000 0 0
YAHOO INC COM 984332106 1,160 25,000 SH   SOLE 25,000 0 0
YANDEX N V SHS CLASS A N97284108 7,473 340,786 SH   SOLE 340,786 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 24,720 1,018,100 SH   SOLE 1,018,100 0 0
YUM BRANDS INC COM 988498101 7,221 113,000 SH   SOLE 113,000 0 0
YUM CHINA HLDGS INC COM 98850P109 2,413 88,737 SH   SOLE 88,737 0 0
YY INC ADS REPCOM CLA 98426T106 230 4,983 SH   SOLE 4,983 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 7,388 60,500 SH   SOLE 60,500 0 0
ZOETIS INC CL A 98978V103 64,217 1,203,234 SH   SOLE 1,203,234 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 2,440 186,401 SH   SOLE 186,401 0 0
ZYNGA INC CL A 98986T108 3,675 1,289,300 SH   SOLE 1,289,300 0 0