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 3,327 70,900 SH   SOLE 70,900 0 0
58 COM INC SPON ADR REP A 31680Q104 823 18,647 SH   SOLE 18,647 0 0
ABBOTT LABS COM 002824100 44,957 924,850 SH   SOLE 924,850 0 0
ABBVIE INC COM 00287Y109 142,917 1,971,000 SH   SOLE 1,971,000 0 0
ABM INDS INC COM 000957100 1,453 35,000 SH   SOLE 35,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 29,628 600,000 SH   SOLE 600,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 15,213 547,246 SH   SOLE 547,246 0 0
ACCELERON PHARMA INC COM 00434H108 547 18,000 SH   SOLE 18,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22,572 182,500 SH   SOLE 182,500 0 0
ACCO BRANDS CORP COM 00081T108 2,470 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,773 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 72,740 1,263,500 SH   SOLE 1,263,500 0 0
ACUITY BRANDS INC COM 00508Y102 40,656 200,000 SH   SOLE 200,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,635 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 153 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 108 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 1,872 187,317 SH   SOLE 187,317 0 0
ADIENT PLC ORD SHS G0084W101 2,927 44,767 SH   SOLE 44,767 0 0
ADOBE SYS INC COM 00724F101 22,093 156,200 SH   SOLE 156,200 0 0
ADTRAN INC COM 00738A106 4,646 225,000 SH   SOLE 225,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 461 3,950 SH   SOLE 3,950 0 0
ADVANCED MICRO DEVICES INC COM 007903107 37,440 3,000,000 SH   SOLE 3,000,000 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 7,497 1,188,166 SH   SOLE 1,188,166 0 0
ADVANSIX INC COM 00773T101 487 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 54,961 1,700,000 SH   SOLE 1,700,000 0 0
AES CORP COM 00130H105 4,166 375,000 SH   SOLE 375,000 0 0
AETNA INC NEW COM 00817Y108 28,107 185,120 SH   SOLE 185,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 6,966 42,000 SH   SOLE 42,000 0 0
AFLAC INC COM 001055102 38,063 490,000 SH   SOLE 490,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 8,897 150,000 SH   SOLE 150,000 0 0
AGREE REALTY CORP COM 008492100 20,446 445,750 SH   SOLE 445,750 0 0
AIR PRODS & CHEMS INC COM 009158106 31,545 220,500 SH   SOLE 220,500 0 0
AKORN INC COM 009728106 503 15,000 SH   SOLE 15,000 0 0
ALASKA AIR GROUP INC COM 011659109 44,880 500,000 SH   SOLE 500,000 0 0
ALBEMARLE CORP COM 012653101 50,659 480,000 SH   SOLE 480,000 0 0
ALERE INC COM 01449J105 25,095 500,000 SH   SOLE 500,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 2,276 55,000 SH   SOLE 55,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 23,101 191,750 SH   SOLE 191,750 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 21,901 180,000 SH   SOLE 180,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 116,653 827,922 SH   SOLE 827,922 0 0
ALKERMES PLC SHS G01767105 2,609 45,000 SH   SOLE 45,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,680 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,827 225,000 SH   SOLE 225,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,622 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 93,760 385,702 SH   SOLE 385,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 864 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,812 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 893 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 23,088 261,054 SH   SOLE 261,054 0 0
ALPHABET INC CAP STK CL C 02079K107 627,024 690,000 SH   SOLE 690,000 0 0
ALTRIA GROUP INC COM 02209S103 150,951 2,027,000 SH   SOLE 2,027,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,217 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 754 187,000 SH   SOLE 187,000 0 0
AMAZON COM INC COM 023135106 464,640 480,000 SH   SOLE 480,000 0 0
AMBEV SA SPONSORED ADR 02319V103 20,494 3,732,900 SH   SOLE 3,732,900 0 0
AMEREN CORP COM 023608102 5,303 97,000 SH   SOLE 97,000 0 0
AMERESCO INC CL A 02361E108 963 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 30,329 1,905,089 SH   SOLE 1,905,089 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,774 75,000 SH   SOLE 75,000 0 0
AMERICAN ASSETS TR INC COM 024013104 19,892 505,000 SH   SOLE 505,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,560 100,000 SH   SOLE 100,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 15,302 323,501 SH   SOLE 323,501 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 964 80,000 SH   SOLE 80,000 0 0
AMERICAN ELEC PWR INC COM 025537101 11,810 170,000 SH   SOLE 170,000 0 0
AMERICAN EXPRESS CO COM 025816109 33,696 400,000 SH   SOLE 400,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 1,354 60,000 SH   SOLE 60,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 77,650 1,242,000 SH   SOLE 1,242,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 86,074 650,500 SH   SOLE 650,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,169 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 68,355 537,000 SH   SOLE 537,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 13,707 145,000 SH   SOLE 145,000 0 0
AMGEN INC COM 031162100 67,403 391,355 SH   SOLE 391,355 0 0
ANADARKO PETE CORP COM 032511107 16,549 365,000 SH   SOLE 365,000 0 0
ANALOG DEVICES INC COM 032654105 57,961 745,000 SH   SOLE 745,000 0 0
ANGIODYNAMICS INC COM 03475V101 1,054 65,000 SH   SOLE 65,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 1,743 179,280 SH   SOLE 179,280 0 0
ANSYS INC COM 03662Q105 5,476 45,000 SH   SOLE 45,000 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,649 75,000 SH   SOLE 75,000 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 4,224 127,300 SH   SOLE 127,300 0 0
ANTHEM INC COM 036752103 7,525 40,000 SH   SOLE 40,000 0 0
AON PLC SHS CL A G0408V102 33,238 250,000 SH   SOLE 250,000 0 0
APACHE CORP COM 037411105 65,904 1,375,000 SH   SOLE 1,375,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 10,528 245,000 SH   SOLE 245,000 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 1,095 58,500 SH   SOLE 58,500 0 0
APPLE INC COM 037833100 749,192 5,202,000 SH   SOLE 5,202,000 0 0
APPLIED MATLS INC COM 038222105 70,020 1,695,000 SH   SOLE 1,695,000 0 0
AQUA AMERICA INC COM 03836W103 2,498 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 1,793 215,000 SH   SOLE 215,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 31,584 338,556 SH   SOLE 338,556 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 14,525 351,026 SH   SOLE 351,026 0 0
ARCONIC INC COM 03965L100 38,279 1,690,000 SH   SOLE 1,690,000 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 296 39,700 SH   SOLE 39,700 0 0
ARES CAP CORP COM 04010L103 52,416 3,200,000 SH   SOLE 3,200,000 0 0
ARQULE INC COM 04269E107 134 108,040 SH   SOLE 108,040 0 0
ARRAY BIOPHARMA INC COM 04269X105 2,218 265,000 SH   SOLE 265,000 0 0
ARRIS INTL INC SHS G0551A103 11,208 400,000 SH   SOLE 400,000 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 790 130,000 SH   SOLE 130,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 1,685 30,500 SH   SOLE 30,500 0 0
ASTEC INDS INC COM 046224101 74,938 1,350,000 SH   SOLE 1,350,000 0 0
AT&T INC COM 00206R102 218,853 5,800,500 SH   SOLE 5,800,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 46,935 900,000 SH   SOLE 900,000 0 0
ATMOS ENERGY CORP COM 049560105 2,074 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 611 134,100 SH   SOLE 134,100 0 0
AUDIOCODES LTD ORD M15342104 94 15,664 SH   SOLE 15,664 0 0
AUTODESK INC COM 052769106 8,358 82,900 SH   SOLE 82,900 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 675 14,864 SH   SOLE 14,864 0 0
AUTOZONE INC COM 053332102 5,234 9,175 SH   SOLE 9,175 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 464 42,090 SH   SOLE 42,090 0 0
AVALONBAY CMNTYS INC COM 053484101 24,693 128,500 SH   SOLE 128,500 0 0
AVIS BUDGET GROUP COM 053774105 20,453 750,000 SH   SOLE 750,000 0 0
AVON PRODS INC COM 054303102 22,040 5,800,000 SH   SOLE 5,800,000 0 0
AXALTA COATING SYS LTD COM G0750C108 1,602 50,000 SH   SOLE 50,000 0 0
AXON ENTERPRISE INC COM 05464C101 12,570 500,000 SH   SOLE 500,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 580 25,000 SH   SOLE 25,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 2,352 200,000 SH   SOLE 200,000 0 0
BAIDU INC SPON ADR REP A 056752108 54,681 305,723 SH   SOLE 305,723 0 0
BAKER HUGHES INC COM 057224107 51,785 950,000 SH   SOLE 950,000 0 0
BALLANTYNE STRONG INC COM 058516105 3,283 490,000 SH   SOLE 490,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 3,865 454,791 SH   SOLE 454,791 0 0
BANCO MACRO SA SPON ADR B 05961W105 7,255 78,703 SH   SOLE 78,703 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 3,930 154,669 SH   SOLE 154,669 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 4,531 101,691 SH   SOLE 101,691 0 0
BANK AMER CORP COM 060505104 316,205 13,034,000 SH   SOLE 13,034,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 56,080 1,099,167 SH   SOLE 1,099,167 0 0
BANKRATE INC DEL COM 06647F102 19,532 1,520,000 SH   SOLE 1,520,000 0 0
BAOZUN INC SPONSORED ADR 06684L103 946 42,660 SH   SOLE 42,660 0 0
BARCLAYS BK PLC NOTE 7.750% 4/1 06739FHK0 676 650,000 SH   SOLE 650,000 0 0
BARCLAYS PLC NOTE 8.250%12/3 06738EAA3 212 200,000 SH   SOLE 200,000 0 0
BB&T CORP COM 054937107 10,217 225,000 SH   SOLE 225,000 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 2,783 284,000 SH   SOLE 284,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 12,348 900,000 SH   SOLE 900,000 0 0
BECTON DICKINSON & CO COM 075887109 19,389 99,374 SH   SOLE 99,374 0 0
BEIGENE LTD SPONSORED ADR 07725L102 2,197 48,831 SH   SOLE 48,831 0 0
BEL FUSE INC CL B 077347300 2,100 85,000 SH   SOLE 85,000 0 0
BERKLEY W R CORP COM 084423102 5,043 72,905 SH   SOLE 72,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 24,197 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 152,433 900,000 SH   SOLE 900,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 228 4,000 SH   SOLE 4,000 0 0
BIOGEN INC COM 09062X103 70,143 258,485 SH   SOLE 258,485 0 0
BIOSTAGE INC COM 09074M103 43 105,000 SH   SOLE 105,000 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 4 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 1,687 25,000 SH   SOLE 25,000 0 0
BLACKROCK INC COM 09247X101 44,142 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 36,685 1,100,000 SH   SOLE 1,100,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 2,496 79,000 SH   SOLE 79,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 3,307 145,000 SH   SOLE 145,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 1,998 155,000 SH   SOLE 155,000 0 0
BMC STK HLDGS INC COM 05591B109 546 25,000 SH   SOLE 25,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 4,978 276,400 SH   SOLE 276,400 0 0
BOEING CO COM 097023105 69,213 350,000 SH   SOLE 350,000 0 0
BORGWARNER INC COM 099724106 5,295 125,000 SH   SOLE 125,000 0 0
BOSTON BEER INC CL A 100557107 3,502 26,500 SH   SOLE 26,500 0 0
BOSTON PROPERTIES INC COM 101121101 27,803 226,000 SH   SOLE 226,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,583 490,000 SH   SOLE 490,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8,949 510,500 SH   SOLE 510,500 0 0
BRF SA SPONSORED ADR 10552T107 735 62,316 SH   SOLE 62,316 0 0
BRIGHTCOVE INC COM 10921T101 744 120,000 SH   SOLE 120,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 92,882 1,666,938 SH   SOLE 1,666,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,414 135,000 SH   SOLE 135,000 0 0
BROADCOM LTD SHS Y09827109 61,758 265,000 SH   SOLE 265,000 0 0
BROOKDALE SR LIVING INC COM 112463104 2,295 156,000 SH   SOLE 156,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,190 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 6,273 265,000 SH   SOLE 265,000 0 0
BSQUARE CORP COM NEW 11776U300 865 154,500 SH   SOLE 154,500 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 10,101 158,000 SH   SOLE 158,000 0 0
BURLINGTON STORES INC COM 122017106 13,569 147,500 SH   SOLE 147,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 5,363 110,000 SH   SOLE 110,000 0 0
CABOT OIL & GAS CORP COM 127097103 7,148 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,598 197,000 SH   SOLE 197,000 0 0
CAESARSTONE LTD ORD SHS M20598104 2,611 74,500 SH   SOLE 74,500 0 0
CALAVO GROWERS INC COM 128246105 35,906 520,000 SH   SOLE 520,000 0 0
CALGON CARBON CORP COM 129603106 13,590 900,000 SH   SOLE 900,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 920 25,000 SH   SOLE 25,000 0 0
CALPINE CORP COM NEW 131347304 879 65,000 SH   SOLE 65,000 0 0
CAMPBELL SOUP CO COM 134429109 32,333 620,000 SH   SOLE 620,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 3,282 106,400 SH   SOLE 106,400 0 0
CAMTEK LTD ORD M20791105 78 16,170 SH   SOLE 16,170 0 0
CAPITAL ONE FINL CORP COM 14040H105 65,270 790,000 SH   SOLE 790,000 0 0
CAPITAL SR LIVING CORP COM 140475104 4,563 300,000 SH   SOLE 300,000 0 0
CARDINAL HEALTH INC COM 14149Y108 17,922 230,000 SH   SOLE 230,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 483 15,000 SH   SOLE 15,000 0 0
CARLISLE COS INC COM 142339100 26,712 280,000 SH   SOLE 280,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,311 20,000 SH   SOLE 20,000 0 0
CARTER INC COM 146229109 2,224 25,000 SH   SOLE 25,000 0 0
CASEYS GEN STORES INC COM 147528103 38,560 360,000 SH   SOLE 360,000 0 0
CATERPILLAR INC DEL COM 149123101 26,865 250,000 SH   SOLE 250,000 0 0
CBOE HLDGS INC COM 12503M108 1,737 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 6,315 173,500 SH   SOLE 173,500 0 0
CBS CORP NEW CL B 124857202 61,228 960,000 SH   SOLE 960,000 0 0
CELADON GROUP INC COM 150838100 32 10,000 SH   SOLE 10,000 0 0
CELGENE CORP COM 151020104 71,429 550,000 SH   SOLE 550,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 1,173 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 16,027 1,701,386 SH   SOLE 1,701,386 0 0
CENTENE CORP DEL COM 15135B101 1,242 15,550 SH   SOLE 15,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,476 200,000 SH   SOLE 200,000 0 0
CERAGON NETWORKS LTD ORD M22013102 155 60,871 SH   SOLE 60,871 0 0
CERNER CORP COM 156782104 11,300 170,000 SH   SOLE 170,000 0 0
CF INDS HLDGS INC COM 125269100 36,348 1,300,000 SH   SOLE 1,300,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,540 35,000 SH   SOLE 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 11,301 103,600 SH   SOLE 103,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 48,710 1,000,000 SH   SOLE 1,000,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 3,172 97,900 SH   SOLE 97,900 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,734 550,000 SH   SOLE 550,000 0 0
CHEVRON CORP NEW COM 166764100 80,856 775,000 SH   SOLE 775,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 6,708 340,000 SH   SOLE 340,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 26,436 497,954 SH   SOLE 497,954 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,906 19,000 SH   SOLE 19,000 0 0
CHUBB LIMITED COM H1467J104 41,159 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 3,531 100,262 SH   SOLE 100,262 0 0
CHURCH & DWIGHT INC COM 171340102 40,726 785,000 SH   SOLE 785,000 0 0
CIENA CORP COM NEW 171779309 15,638 625,000 SH   SOLE 625,000 0 0
CIGNA CORPORATION COM 125509109 22,963 137,182 SH   SOLE 137,182 0 0
CIMAREX ENERGY CO COM 171798101 1,880 20,000 SH   SOLE 20,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 11,655 300,000 SH   SOLE 300,000 0 0
CISCO SYS INC COM 17275R102 140,068 4,475,000 SH   SOLE 4,475,000 0 0
CITIGROUP INC COM NEW 172967424 192,681 2,881,000 SH   SOLE 2,881,000 0 0
CITRIX SYS INC COM 177376100 4,926 61,900 SH   SOLE 61,900 0 0
CITY OFFICE REIT INC COM 178587101 4,762 375,000 SH   SOLE 375,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 3,810 1,500,000 SH   SOLE 1,500,000 0 0
CLOROX CO DEL COM 189054109 6,262 47,000 SH   SOLE 47,000 0 0
CLUBCORP HLDGS INC COM 18948M108 4,309 328,897 SH   SOLE 328,897 0 0
CME GROUP INC COM 12572Q105 22,543 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 6,706 145,000 SH   SOLE 145,000 0 0
COACH INC COM 189754104 1,420 30,000 SH   SOLE 30,000 0 0
COCA COLA CO COM 191216100 86,112 1,920,000 SH   SOLE 1,920,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 7,148 175,763 SH   SOLE 175,763 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 229 2,700 SH   SOLE 2,700 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 16,040 400,000 SH   SOLE 400,000 0 0
COLGATE PALMOLIVE CO COM 194162103 77,392 1,044,000 SH   SOLE 1,044,000 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 6,776 480,885 SH   SOLE 480,885 0 0
COLONY STARWOOD HOMES COM 19625X102 9,538 278,000 SH   SOLE 278,000 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 783 35,000 SH   SOLE 35,000 0 0
COMCAST CORP NEW CL A 20030N101 175,140 4,500,000 SH   SOLE 4,500,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 2,677 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 7,715 301,500 SH   SOLE 301,500 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 669 58,158 SH   SOLE 58,158 0 0
CONAGRA BRANDS INC COM 205887102 5,990 167,500 SH   SOLE 167,500 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 558 40,000 SH   SOLE 40,000 0 0
CONOCOPHILLIPS COM 20825C104 99,350 2,260,000 SH   SOLE 2,260,000 0 0
CONSOL ENERGY INC COM 20854P109 1,494 100,000 SH   SOLE 100,000 0 0
CONSOLIDATED EDISON INC COM 209115104 5,253 65,000 SH   SOLE 65,000 0 0
COOPER TIRE & RUBR CO COM 216831107 25,270 700,000 SH   SOLE 700,000 0 0
COPA HOLDINGS SA CL A P31076105 8,811 75,304 SH   SOLE 75,304 0 0
CORE MARK HOLDING CO INC COM 218681104 27,770 840,000 SH   SOLE 840,000 0 0
CORECIVIC INC COM 21871N101 11,032 400,000 SH   SOLE 400,000 0 0
CORNING INC COM 219350105 12,928 430,200 SH   SOLE 430,200 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 543 15,500 SH   SOLE 15,500 0 0
COSTAMARE INC SHS Y1771G102 111 15,200 SH   SOLE 15,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 29,107 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 18,329 977,000 SH   SOLE 977,000 0 0
COUPA SOFTWARE INC COM 22266L106 362 12,500 SH   SOLE 12,500 0 0
COVANTA HLDG CORP COM 22282E102 6,600 500,000 SH   SOLE 500,000 0 0
CRAY INC COM NEW 225223304 27,140 1,475,000 SH   SOLE 1,475,000 0 0
CREDICORP LTD COM G2519Y108 22,595 125,951 SH   SOLE 125,951 0 0
CROCS INC COM 227046109 578 75,000 SH   SOLE 75,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 76,137 760,000 SH   SOLE 760,000 0 0
CSRA INC COM 12650T104 1,588 50,000 SH   SOLE 50,000 0 0
CSX CORP COM 126408103 2,728 50,000 SH   SOLE 50,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,745 162,372 SH   SOLE 162,372 0 0
CUBESMART COM 229663109 19,665 818,000 SH   SOLE 818,000 0 0
CUBIC CORP COM 229669106 55,143 1,191,000 SH   SOLE 1,191,000 0 0
CUMMINS INC COM 231021106 4,867 30,000 SH   SOLE 30,000 0 0
CUMULUS MEDIA INC CL A NEW 231082603 363 806,249 SH   SOLE 806,249 0 0
CVS HEALTH CORP COM 126650100 52,294 649,943 SH   SOLE 649,943 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 25,256 1,850,250 SH   SOLE 1,850,250 0 0
CYRUSONE INC COM 23283R100 16,669 299,000 SH   SOLE 299,000 0 0
CYS INVTS INC COM 12673A108 1,127 134,000 SH   SOLE 134,000 0 0
D R HORTON INC COM 23331A109 795 23,000 SH   SOLE 23,000 0 0
DANA INCORPORATED COM 235825205 3,350 150,000 SH   SOLE 150,000 0 0
DANAHER CORP DEL COM 235851102 13,502 160,000 SH   SOLE 160,000 0 0
DARDEN RESTAURANTS INC COM 237194105 3,618 40,000 SH   SOLE 40,000 0 0
DATAWATCH CORP COM NEW 237917208 3,720 400,000 SH   SOLE 400,000 0 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 1,363 25,500 SH   SOLE 25,500 0 0
DDR CORP COM 23317H102 2,993 330,000 SH   SOLE 330,000 0 0
DEERE & CO COM 244199105 3,090 25,000 SH   SOLE 25,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 4,019 65,761 SH   SOLE 65,761 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 8,940 102,000 SH   SOLE 102,000 0 0
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DENTSPLY SIRONA INC COM 24906P109 7,457 115,000 SH   SOLE 115,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,033 220,000 SH   SOLE 220,000 0 0
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DIANA SHIPPING INC COM Y2066G104 157 38,700 SH   SOLE 38,700 0 0
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DIGI INTL INC COM 253798102 1,472 145,000 SH   SOLE 145,000 0 0
DISCOVER FINL SVCS COM 254709108 20,989 337,500 SH   SOLE 337,500 0 0
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DISH NETWORK CORP CL A 25470M109 67,153 1,070,000 SH   SOLE 1,070,000 0 0
DISNEY WALT CO COM DISNEY 254687106 302,813 2,850,000 SH   SOLE 2,850,000 0 0
DOLLAR GEN CORP NEW COM 256677105 10,958 152,000 SH   SOLE 152,000 0 0
DOLLAR TREE INC COM 256746108 8,460 121,000 SH   SOLE 121,000 0 0
DOMINION ENERGY INC COM 25746U109 60,155 785,000 SH   SOLE 785,000 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 2,524 87,500 SH   SOLE 87,500 0 0
DOUGLAS EMMETT INC COM 25960P109 6,362 166,500 SH   SOLE 166,500 0 0
DOVER MOTORSPORTS INC COM 260174107 515 245,000 SH   SOLE 245,000 0 0
DOW CHEM CO COM 260543103 75,684 1,200,000 SH   SOLE 1,200,000 0 0
DR REDDYS LABS LTD ADR 256135203 4,156 98,640 SH   SOLE 98,640 0 0
DTE ENERGY CO COM 233331107 5,290 50,000 SH   SOLE 50,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 8,071 100,000 SH   SOLE 100,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 25,077 300,000 SH   SOLE 300,000 0 0
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DXC TECHNOLOGY CO COM 23355L106 6,532 85,142 SH   SOLE 85,142 0 0
DYNEGY INC NEW DEL COM 26817R108 827 100,000 SH   SOLE 100,000 0 0
EAST WEST BANCORP INC COM 27579R104 5,858 100,000 SH   SOLE 100,000 0 0
EASTMAN CHEM CO COM 277432100 1,680 20,000 SH   SOLE 20,000 0 0
EATON CORP PLC SHS G29183103 11,285 145,000 SH   SOLE 145,000 0 0
EBAY INC COM 278642103 16,063 460,000 SH   SOLE 460,000 0 0
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ECOLAB INC COM 278865100 15,930 120,000 SH   SOLE 120,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 2,205 29,000 SH   SOLE 29,000 0 0
EDISON INTL COM 281020107 10,556 135,000 SH   SOLE 135,000 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 4,456 115,000 SH   SOLE 115,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 12,817 108,400 SH   SOLE 108,400 0 0
ELECTRONIC ARTS INC COM 285512109 14,071 133,099 SH   SOLE 133,099 0 0
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EMERSON ELEC CO COM 291011104 8,347 140,000 SH   SOLE 140,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,080 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 3,853 241,700 SH   SOLE 241,700 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 1,422 88,900 SH   SOLE 88,900 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 1,698 180,147 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 2,222 45,000 SH   SOLE 45,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,393 29,000 SH   SOLE 29,000 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 10,867 532,950 SH   SOLE 532,950 0 0
ENSCO PLC SHS CLASS A G3157S106 1,367 265,000 SH   SOLE 265,000 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 1,242 120,000 SH   SOLE 120,000 0 0
ENTERGY CORP NEW COM 29364G103 5,374 70,000 SH   SOLE 70,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 37,590 1,388,100 SH   SOLE 1,388,100 0 0
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ENZYMOTEC LTD SHS M4059L101 222 27,383 SH   SOLE 27,383 0 0
EOG RES INC COM 26875P101 23,535 260,000 SH   SOLE 260,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 108,812 1,514,000 SH   SOLE 1,514,000 0 0
EQT CORP COM 26884L109 5,859 100,000 SH   SOLE 100,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 6,560 87,900 SH   SOLE 87,900 0 0
EQUIFAX INC COM 294429105 4,988 36,300 SH   SOLE 36,300 0 0
EQUINIX INC COM PAR $0.001 29444U700 10,042 23,400 SH   SOLE 23,400 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 6,952 220,000 SH   SOLE 220,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,734 78,000 SH   SOLE 78,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,567 114,950 SH   SOLE 114,950 0 0
EROS INTL PLC SHS NEW G3788M114 27,823 2,429,990 SH   SOLE 2,429,990 0 0
ESSENT GROUP LTD COM G3198U102 1,857 50,000 SH   SOLE 50,000 0 0
ESSEX PPTY TR INC COM 297178105 39,609 153,961 SH   SOLE 153,961 0 0
EVEREST RE GROUP LTD COM G3223R108 17,821 70,000 SH   SOLE 70,000 0 0
EVERSOURCE ENERGY COM 30040W108 8,196 135,000 SH   SOLE 135,000 0 0
EXA CORP COM 300614500 3,450 250,000 SH   SOLE 250,000 0 0
EXELON CORP COM 30161N101 15,690 435,000 SH   SOLE 435,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 20,729 265,750 SH   SOLE 265,750 0 0
EXXON MOBIL CORP COM 30231G102 366,514 4,540,000 SH   SOLE 4,540,000 0 0
F M C CORP COM NEW 302491303 1,461 20,000 SH   SOLE 20,000 0 0
FACEBOOK INC CL A 30303M102 517,861 3,430,000 SH   SOLE 3,430,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 7,811 61,800 SH   SOLE 61,800 0 0
FEDEX CORP COM 31428X106 47,813 220,000 SH   SOLE 220,000 0 0
FIBROGEN INC COM 31572Q808 570 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 12,665 148,300 SH   SOLE 148,300 0 0
FINANCIAL ENGINES INC COM 317485100 2,748 75,087 SH   SOLE 75,087 0 0
FINISAR CORP COM NEW 31787A507 25,980 1,000,000 SH   SOLE 1,000,000 0 0
FIRSTENERGY CORP COM 337932107 33,242 1,140,000 SH   SOLE 1,140,000 0 0
FIVE BELOW INC COM 33829M101 9,701 196,500 SH   SOLE 196,500 0 0
FLOWERS FOODS INC COM 343498101 3,527 203,750 SH   SOLE 203,750 0 0
FLOWSERVE CORP COM 34354P105 5,572 120,000 SH   SOLE 120,000 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 1,243 127,500 SH   SOLE 127,500 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 17,030 173,170 SH   SOLE 173,170 0 0
FOOT LOCKER INC COM 344849104 2,464 50,000 SH   SOLE 50,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 20,142 1,800,000 SH   SOLE 1,800,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 12,979 536,980 SH   SOLE 536,980 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 979 15,000 SH   SOLE 15,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 6,435 256,274 SH   SOLE 256,274 0 0
FREEPORT-MCMORAN INC CL B 35671D857 52,844 4,400,000 SH   SOLE 4,400,000 0 0
FS INVT CORP COM 302635107 16,928 1,850,000 SH   SOLE 1,850,000 0 0
GAMESTOP CORP NEW CL A 36467W109 21,610 1,000,000 SH   SOLE 1,000,000 0 0
GARTNER INC COM 366651107 4,298 34,800 SH   SOLE 34,800 0 0
GASLOG LTD SHS G37585109 203 13,300 SH   SOLE 13,300 0 0
GAZIT GLOBE LTD SHS M4793C102 2,809 287,500 SH   SOLE 287,500 0 0
GENERAL DYNAMICS CORP COM 369550108 26,744 135,000 SH   SOLE 135,000 0 0
GENERAL ELECTRIC CO COM 369604103 245,116 9,075,000 SH   SOLE 9,075,000 0 0
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GENERAL MTRS CO COM 37045V100 92,041 2,635,000 SH   SOLE 2,635,000 0 0
GENESEE & WYO INC CL A 371559105 10,259 150,000 SH   SOLE 150,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 6,655 209,726 SH   SOLE 209,726 0 0
GENWORTH FINL INC COM CL A 37247D106 16,211 4,300,000 SH   SOLE 4,300,000 0 0
GERON CORP COM 374163103 2,410 870,000 SH   SOLE 870,000 0 0
GGP INC COM 36174X101 26,447 1,122,575 SH   SOLE 1,122,575 0 0
G-III APPAREL GROUP LTD COM 36237H101 4,416 177,000 SH   SOLE 177,000 0 0
GILEAD SCIENCES INC COM 375558103 114,664 1,620,000 SH   SOLE 1,620,000 0 0
GLADSTONE LD CORP COM 376549101 4,014 344,000 SH   SOLE 344,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 2,816 315,000 SH   SOLE 315,000 0 0
GLOBAL PMTS INC COM 37940X102 8,255 91,400 SH   SOLE 91,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 118,162 532,500 SH   SOLE 532,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 8,740 250,000 SH   SOLE 250,000 0 0
GRAMERCY PPTY TR COM NEW 385002308 16,081 541,273 SH   SOLE 541,273 0 0
GRANITE CONSTR INC COM 387328107 24,120 500,000 SH   SOLE 500,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 689 50,000 SH   SOLE 50,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 2,928 100,000 SH   SOLE 100,000 0 0
GREIF INC CL B 397624206 3,745 62,000 SH   SOLE 62,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 617 9,750 SH   SOLE 9,750 0 0
GROUPON INC COM 399473107 18,432 4,800,000 SH   SOLE 4,800,000 0 0
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GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 5,610 581,928 SH   SOLE 581,928 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,569 64,400 SH   SOLE 64,400 0 0
GSV CAP CORP COM 36191J101 6,944 1,600,000 SH   SOLE 1,600,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 77,640 2,000,000 SH   SOLE 2,000,000 0 0
HALLIBURTON CO COM 406216101 9,823 230,000 SH   SOLE 230,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 2,308 180,000 SH   SOLE 180,000 0 0
HALYARD HEALTH INC COM 40650V100 727 18,500 SH   SOLE 18,500 0 0
HANESBRANDS INC COM 410345102 6,601 285,000 SH   SOLE 285,000 0 0
HARLEY DAVIDSON INC COM 412822108 26,469 490,000 SH   SOLE 490,000 0 0
HARRIS CORP DEL COM 413875105 3,818 35,000 SH   SOLE 35,000 0 0
HARSCO CORP COM 415864107 13,846 860,000 SH   SOLE 860,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,042 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 32,338 290,000 SH   SOLE 290,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 37,560 800,000 SH   SOLE 800,000 0 0
HCP INC COM 40414L109 2,780 87,000 SH   SOLE 87,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 55,134 1,800,000 SH   SOLE 1,800,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 63,127 725,856 SH   SOLE 725,856 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 5,755 185,000 SH   SOLE 185,000 0 0
HECLA MNG CO COM 422704106 35,573 6,975,000 SH   SOLE 6,975,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 902 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 5,108 94,000 SH   SOLE 94,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 21,850 1,900,000 SH   SOLE 1,900,000 0 0
HESS CORP COM 42809H107 6,800 155,000 SH   SOLE 155,000 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 2,536 124,500 SH   SOLE 124,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 9,954 600,000 SH   SOLE 600,000 0 0
HEXCEL CORP NEW COM 428291108 5,543 105,000 SH   SOLE 105,000 0 0
HFF INC CL A 40418F108 1,460 42,000 SH   SOLE 42,000 0 0
HIGHWOODS PPTYS INC COM 431284108 2,028 40,000 SH   SOLE 40,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 3,681 102,100 SH   SOLE 102,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 21,348 345,166 SH   SOLE 345,166 0 0
HOLLYFRONTIER CORP COM 436106108 37,085 1,350,000 SH   SOLE 1,350,000 0 0
HOLOGIC INC COM 436440101 5,500 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 234,702 1,530,000 SH   SOLE 1,530,000 0 0
HONEYWELL INTL INC COM 438516106 49,984 375,000 SH   SOLE 375,000 0 0
HORTONWORKS INC COM 440894103 3,478 270,000 SH   SOLE 270,000 0 0
HOWARD HUGHES CORP COM 44267D107 27,419 223,204 SH   SOLE 223,204 0 0
HP INC COM 40434L105 20,515 1,173,600 SH   SOLE 1,173,600 0 0
HSN INC COM 404303109 11,803 370,000 SH   SOLE 370,000 0 0
HUDSON PAC PPTYS INC COM 444097109 14,548 425,500 SH   SOLE 425,500 0 0
HUMANA INC COM 444859102 20,453 85,000 SH   SOLE 85,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 13,962 75,000 SH   SOLE 75,000 0 0
IAC INTERACTIVECORP COM 44919P508 28,907 280,000 SH   SOLE 280,000 0 0
ICICI BK LTD ADR 45104G104 8,225 916,978 SH   SOLE 916,978 0 0
IDACORP INC COM 451107106 1,707 20,000 SH   SOLE 20,000 0 0
ILG INC COM 44967H101 4,398 160,000 SH   SOLE 160,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 12,176 85,000 SH   SOLE 85,000 0 0
ILLUMINA INC COM 452327109 30,366 175,000 SH   SOLE 175,000 0 0
INCYTE CORP COM 45337C102 12,591 100,000 SH   SOLE 100,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 8,864 898,100 SH   SOLE 898,100 0 0
INFOSYS LTD SPONSORED ADR 456788108 19,935 1,327,171 SH   SOLE 1,327,171 0 0
INGERSOLL-RAND PLC SHS G47791101 8,225 90,000 SH   SOLE 90,000 0 0
INGEVITY CORP COM 45688C107 861 15,000 SH   SOLE 15,000 0 0
INGREDION INC COM 457187102 25,034 210,000 SH   SOLE 210,000 0 0
INNOVIVA INC COM 45781M101 2,241 175,108 SH   SOLE 175,108 0 0
INTEGER HLDGS CORP COM 45826H109 5,190 120,000 SH   SOLE 120,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 21,148 820,000 SH   SOLE 820,000 0 0
INTEL CORP COM 458140100 107,799 3,195,000 SH   SOLE 3,195,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 112,112 728,800 SH   SOLE 728,800 0 0
INTL PAPER CO COM 460146103 8,492 150,000 SH   SOLE 150,000 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 776 62,500 SH   SOLE 62,500 0 0
INTRAWEST RESORTS HLDGS INC COM 46090K109 831 35,000 SH   SOLE 35,000 0 0
INTUIT COM 461202103 15,074 113,500 SH   SOLE 113,500 0 0
INVENTURE FOODS INC COM 461212102 6,896 1,600,000 SH   SOLE 1,600,000 0 0
INVITATION HOMES INC COM 46187W107 8,446 390,500 SH   SOLE 390,500 0 0
ION GEOPHYSICAL CORP COM NEW 462044207 133 30,666 SH   SOLE 30,666 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,087 100,000 SH   SOLE 100,000 0 0
IRON MTN INC NEW COM 46284V101 859 25,000 SH   SOLE 25,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 71,640 6,000,000 SH   SOLE 6,000,000 0 0
ISHARES INC CORE MSCI EMKT 46434G103 32,276 645,000 SH   SOLE 645,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 214,284 5,992,253 SH   SOLE 5,992,253 0 0
ISHARES INC MSCI RUS ETF NEW 46434G798 23,420 813,182 SH   SOLE 813,182 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 41,597 1,005,000 SH   SOLE 1,005,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 48,204 400,000 SH   SOLE 400,000 0 0
ISHARES TR MSCI EAFE ETF 464287465 290,140 4,450,000 SH   SOLE 4,450,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,538 17,400 SH   SOLE 17,400 0 0
ISHARES TR U.S. PFD STK ETF 464288687 47,004 1,200,000 SH   SOLE 1,200,000 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 1,291 47,434 SH   SOLE 47,434 0 0
ISHARES TR MSCI INDIA ETF 46429B598 181,846 5,664,997 SH   SOLE 5,664,997 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 12,631 1,143,093 SH   SOLE 1,143,093 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 1,360 25,000 SH   SOLE 25,000 0 0
JAKKS PAC INC COM 47012E106 600 150,000 SH   SOLE 150,000 0 0
JD COM INC SPON ADR CL A 47215P106 23,860 608,405 SH   SOLE 608,405 0 0
JELD-WEN HLDG INC COM 47580P103 1,250 38,500 SH   SOLE 38,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 46,802 2,050,000 SH   SOLE 2,050,000 0 0
JOHNSON & JOHNSON COM 478160104 401,500 3,035,000 SH   SOLE 3,035,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 22,764 525,000 SH   SOLE 525,000 0 0
JPMORGAN CHASE & CO COM 46625H100 404,171 4,422,000 SH   SOLE 4,422,000 0 0
JUNIPER NETWORKS INC COM 48203R104 5,715 205,000 SH   SOLE 205,000 0 0
KAR AUCTION SVCS INC COM 48238T109 4,566 108,800 SH   SOLE 108,800 0 0
KBR INC COM 48242W106 37,365 2,455,000 SH   SOLE 2,455,000 0 0
KELLOGG CO COM 487836108 9,030 130,000 SH   SOLE 130,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 514 27,000 SH   SOLE 27,000 0 0
KEYCORP NEW COM 493267108 20,614 1,100,000 SH   SOLE 1,100,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,796 97,500 SH   SOLE 97,500 0 0
KILROY RLTY CORP COM 49427F108 11,479 152,750 SH   SOLE 152,750 0 0
KIMBERLY CLARK CORP COM 494368103 65,587 508,000 SH   SOLE 508,000 0 0
KIMCO RLTY CORP COM 49446R109 32,773 1,786,000 SH   SOLE 1,786,000 0 0
KINDER MORGAN INC DEL COM 49456B101 84,304 4,400,000 SH   SOLE 4,400,000 0 0
KLA-TENCOR CORP COM 482480100 12,354 135,000 SH   SOLE 135,000 0 0
KLX INC COM 482539103 9,375 187,500 SH   SOLE 187,500 0 0
KOPPERS HOLDINGS INC COM 50060P106 32,535 900,000 SH   SOLE 900,000 0 0
KORN FERRY INTL COM NEW 500643200 1,920 55,600 SH   SOLE 55,600 0 0
KRAFT HEINZ CO COM 500754106 29,065 339,387 SH   SOLE 339,387 0 0
KROGER CO COM 501044101 11,986 514,000 SH   SOLE 514,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 19,020 1,000,000 SH   SOLE 1,000,000 0 0
L BRANDS INC COM 501797104 3,691 68,500 SH   SOLE 68,500 0 0
L3 TECHNOLOGIES INC COM 502413107 63,491 380,000 SH   SOLE 380,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 16,955 110,000 SH   SOLE 110,000 0 0
LAM RESEARCH CORP COM 512807108 36,065 255,000 SH   SOLE 255,000 0 0
LAMB WESTON HLDGS INC COM 513272104 2,459 55,833 SH   SOLE 55,833 0 0
LAS VEGAS SANDS CORP COM 517834107 25,556 400,000 SH   SOLE 400,000 0 0
LAUDER ESTEE COS INC CL A 518439104 51,925 541,000 SH   SOLE 541,000 0 0
LCI INDS COM 50189K103 20,480 200,000 SH   SOLE 200,000 0 0
LEGG MASON INC COM 524901105 41,213 1,080,000 SH   SOLE 1,080,000 0 0
LENNAR CORP CL B 526057302 562 12,500 SH   SOLE 12,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 5,930 100,000 SH   SOLE 100,000 0 0
LGI HOMES INC COM 50187T106 9,041 225,000 SH   SOLE 225,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 1,878 87,739 SH   SOLE 87,739 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 4,170 100,000 SH   SOLE 100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 916 25,000 SH   SOLE 25,000 0 0
LIFE STORAGE INC COM 53223X107 8,855 119,500 SH   SOLE 119,500 0 0
LIFEPOINT HEALTH INC COM 53219L109 6,457 96,164 SH   SOLE 96,164 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 18,210 150,000 SH   SOLE 150,000 0 0
LILLY ELI & CO COM 532457108 159,456 1,937,496 SH   SOLE 1,937,496 0 0
LIMBACH HLDGS INC COM 53263P105 7,722 644,000 SH   SOLE 644,000 0 0
LIMONEIRA CO COM 532746104 5,104 216,000 SH   SOLE 216,000 0 0
LINCOLN NATL CORP IND COM 534187109 79,677 1,179,000 SH   SOLE 1,179,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 4,515 160,000 SH   SOLE 160,000 0 0
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LKQ CORP COM 501889208 7,183 218,000 SH   SOLE 218,000 0 0
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LYON WILLIAM HOMES CL A NEW 552074700 1,207 50,000 SH   SOLE 50,000 0 0
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MACK CALI RLTY CORP COM 554489104 1,493 55,000 SH   SOLE 55,000 0 0
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MACYS INC COM 55616P104 27,644 1,189,500 SH   SOLE 1,189,500 0 0
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MARATHON OIL CORP COM 565849106 7,347 620,000 SH   SOLE 620,000 0 0
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MARIN SOFTWARE INC COM 56804T106 52 40,000 SH   SOLE 40,000 0 0
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MARSH & MCLENNAN COS INC COM 571748102 32,821 421,000 SH   SOLE 421,000 0 0
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MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,478 150,000 SH   SOLE 150,000 0 0
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MCCORMICK & CO INC COM NON VTG 579780206 11,701 120,000 SH   SOLE 120,000 0 0
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MERCK & CO INC COM 58933Y105 232,006 3,620,000 SH   SOLE 3,620,000 0 0
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METLIFE INC COM 59156R108 76,092 1,385,000 SH   SOLE 1,385,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,802 96,000 SH   SOLE 96,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 15,645 500,000 SH   SOLE 500,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 24,312 315,000 SH   SOLE 315,000 0 0
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MID AMER APT CMNTYS INC COM 59522J103 13,420 127,350 SH   SOLE 127,350 0 0
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MONDELEZ INTL INC CL A 609207105 45,918 1,063,163 SH   SOLE 1,063,163 0 0
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MPLX LP COM UNIT REP LTD 55336V100 9,903 296,500 SH   SOLE 296,500 0 0
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MYLAN N V SHS EURO N59465109 7,696 198,255 SH   SOLE 198,255 0 0
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NATIONAL INSTRS CORP COM 636518102 4,609 114,600 SH   SOLE 114,600 0 0
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NIC INC COM 62914B100 5,823 307,300 SH   SOLE 307,300 0 0
NIKE INC CL B 654106103 20,532 348,000 SH   SOLE 348,000 0 0
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NOBLE CORP PLC SHS USD G65431101 1,050 290,000 SH   SOLE 290,000 0 0
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O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,234 28,500 SH   SOLE 28,500 0 0
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OMEGA HEALTHCARE INVS INC COM 681936100 1,965 59,500 SH   SOLE 59,500 0 0
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ONEOK INC NEW COM 682680103 57,376 1,100,000 SH   SOLE 1,100,000 0 0
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ORACLE CORP COM 68389X105 40,403 805,800 SH   SOLE 805,800 0 0
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STEELCASE INC CL A 858155203 938 67,000 SH   SOLE 67,000 0 0
STERICYCLE INC COM 858912108 9,922 130,000 SH   SOLE 130,000 0 0
STIFEL FINL CORP COM 860630102 16,553 360,000 SH   SOLE 360,000 0 0
STRYKER CORP COM 863667101 4,857 35,000 SH   SOLE 35,000 0 0
SUMMER INFANT INC COM 865646103 975 548,000 SH   SOLE 548,000 0 0
SUMMIT HOTEL PPTYS COM 866082100 1,212 65,000 SH   SOLE 65,000 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 1,807 79,800 SH   SOLE 79,800 0 0
SUN CMNTYS INC COM 866674104 21,949 250,300 SH   SOLE 250,300 0 0
SUNOCO LP COM U REP LP 86765K109 1,408 46,000 SH   SOLE 46,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,380 85,584 SH   SOLE 85,584 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,565 150,000 SH   SOLE 150,000 0 0
SUTHERLAND ASSET MGMT CORP M COM 86933G105 1,841 124,000 SH   SOLE 124,000 0 0
SVB FINL GROUP COM 78486Q101 50,803 289,000 SH   SOLE 289,000 0 0
SYMANTEC CORP COM 871503108 6,780 240,000 SH   SOLE 240,000 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 8,225 500,000 SH   SOLE 500,000 0 0
SYNCHRONY FINL COM 87165B103 76,269 2,557,648 SH   SOLE 2,557,648 0 0
SYNOPSYS INC COM 871607107 9,962 136,600 SH   SOLE 136,600 0 0
SYSCO CORP COM 871829107 16,760 333,000 SH   SOLE 333,000 0 0
TAILORED BRANDS INC COM 87403A107 614 55,000 SH   SOLE 55,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 148,029 4,234,271 SH   SOLE 4,234,271 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,402 19,100 SH   SOLE 19,100 0 0
TAL ED GROUP ADS REPSTG COM 874080104 7,239 59,186 SH   SOLE 59,186 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 4,072 81,300 SH   SOLE 81,300 0 0
TARGET CORP COM 87612E106 18,557 354,880 SH   SOLE 354,880 0 0
TASEKO MINES LTD COM 876511106 37 29,032 SH   SOLE 29,032 0 0
TATA MTRS LTD SPONSORED ADR 876568502 4,370 132,392 SH   SOLE 132,392 0 0
TAUBMAN CTRS INC COM 876664103 596 10,000 SH   SOLE 10,000 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 3,185 57,900 SH   SOLE 57,900 0 0
TCG BDC INC COM 872280102 9,906 550,000 SH   SOLE 550,000 0 0
TCP CAP CORP COM 87238Q103 5,493 325,000 SH   SOLE 325,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 13,541 172,100 SH   SOLE 172,100 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 8,061 597,559 SH   SOLE 597,559 0 0
TEMPUR SEALY INTL INC COM 88023U101 534 10,000 SH   SOLE 10,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 36,021 1,862,500 SH   SOLE 1,862,500 0 0
TERNIUM SA SPON ADR 880890108 678 24,128 SH   SOLE 24,128 0 0
TERRENO RLTY CORP COM 88146M101 6,059 180,000 SH   SOLE 180,000 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 4,374 84,613 SH   SOLE 84,613 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 19,198 577,900 SH   SOLE 577,900 0 0
TEXAS INSTRS INC COM 882508104 48,851 635,000 SH   SOLE 635,000 0 0
TEXTRON INC COM 883203101 5,417 115,000 SH   SOLE 115,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 6,393 160,459 SH   SOLE 160,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,830 85,000 SH   SOLE 85,000 0 0
THOR INDS INC COM 885160101 49,124 470,000 SH   SOLE 470,000 0 0
TIER REIT INC COM NEW 88650V208 1,100 59,500 SH   SOLE 59,500 0 0
TIFFANY & CO NEW COM 886547108 1,408 15,000 SH   SOLE 15,000 0 0
TIME INC NEW COM 887228104 17,220 1,200,000 SH   SOLE 1,200,000 0 0
TIME WARNER INC COM NEW 887317303 151,619 1,510,000 SH   SOLE 1,510,000 0 0
TITAN INTL INC ILL COM 88830M102 7,206 600,000 SH   SOLE 600,000 0 0
TJX COS INC NEW COM 872540109 22,373 310,000 SH   SOLE 310,000 0 0
TOLL BROTHERS INC COM 889478103 49,308 1,248,000 SH   SOLE 1,248,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 3,197 91,741 SH   SOLE 91,741 0 0
TOTAL SYS SVCS INC COM 891906109 7,334 125,900 SH   SOLE 125,900 0 0
TPG SPECIALTY LENDING INC COM 87265K102 97,138 4,750,000 SH   SOLE 4,750,000 0 0
TRANSDIGM GROUP INC COM 893641100 14,788 55,000 SH   SOLE 55,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,893 230,000 SH   SOLE 230,000 0 0
TRAVELCENTERS AMER LLC COM 894174101 6,396 1,560,000 SH   SOLE 1,560,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 19,814 156,595 SH   SOLE 156,595 0 0
TRI POINTE GROUP INC COM 87265H109 4,331 328,336 SH   SOLE 328,336 0 0
TRIANGLE CAP CORP COM 895848109 7,048 400,000 SH   SOLE 400,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 25,912 820,000 SH   SOLE 820,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 121 25,300 SH   SOLE 25,300 0 0
TUPPERWARE BRANDS CORP COM 899896104 7,304 104,000 SH   SOLE 104,000 0 0
TUTOR PERINI CORP COM 901109108 6,325 220,000 SH   SOLE 220,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 44,592 1,600,000 SH   SOLE 1,600,000 0 0
TWITTER INC COM 90184L102 8,935 500,000 SH   SOLE 500,000 0 0
TYSON FOODS INC CL A 902494103 37,578 600,000 SH   SOLE 600,000 0 0
U S CONCRETE INC COM NEW 90333L201 7,855 100,000 SH   SOLE 100,000 0 0
UCP INC CL A 90265Y106 581 53,034 SH   SOLE 53,034 0 0
ULTA BEAUTY INC COM 90384S303 8,620 30,000 SH   SOLE 30,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 3,750 200,000 SH   SOLE 200,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 584 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 5,405 317,000 SH   SOLE 317,000 0 0
UNDER ARMOUR INC CL C 904311206 18,144 900,000 SH   SOLE 900,000 0 0
UNION PAC CORP COM 907818108 13,178 121,000 SH   SOLE 121,000 0 0
UNITED CONTL HLDGS INC COM 910047109 3,951 52,500 SH   SOLE 52,500 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 686 281,200 SH   SOLE 281,200 0 0
UNITED NAT FOODS INC COM 911163103 4,037 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 88,472 800,000 SH   SOLE 800,000 0 0
UNITED RENTALS INC COM 911363109 58,046 515,000 SH   SOLE 515,000 0 0
UNITED STATES STL CORP NEW COM 912909108 37,749 1,705,000 SH   SOLE 1,705,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 40,541 332,000 SH   SOLE 332,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 121,419 654,828 SH   SOLE 654,828 0 0
UNITI GROUP INC COM 91325V108 16,617 661,000 SH   SOLE 661,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 17,502 160,200 SH   SOLE 160,200 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 7,935 65,000 SH   SOLE 65,000 0 0
US BANCORP DEL COM NEW 902973304 50,138 965,671 SH   SOLE 965,671 0 0
VALE S A ADR 91912E105 1,974 225,567 SH   SOLE 225,567 0 0
VALE S A ADR REPSTG PFD 91912E204 2,947 361,600 SH   SOLE 361,600 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 346 20,000 SH   SOLE 20,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 13,155 195,000 SH   SOLE 195,000 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 4,254 221,900 SH   SOLE 221,900 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 4,413 79,181 SH   SOLE 79,181 0 0
VANGUARD INDEX FDS REIT ETF 922908553 111,528 1,340,000 SH   SOLE 1,340,000 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 10,066 115,000 SH   SOLE 115,000 0 0
VECTREN CORP COM 92240G101 1,169 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 1,824 117,500 SH   SOLE 117,500 0 0
VENTAS INC COM 92276F100 18,912 272,200 SH   SOLE 272,200 0 0
VEON LTD SPONSORED ADR 91822M106 402 102,800 SH   SOLE 102,800 0 0
VEREIT INC COM 92339V100 3,256 400,000 SH   SOLE 400,000 0 0
VERIFONE SYS INC COM 92342Y109 6,154 340,000 SH   SOLE 340,000 0 0
VERISIGN INC COM 92343E102 2,900 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 5,687 67,400 SH   SOLE 67,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 182,725 4,091,468 SH   SOLE 4,091,468 0 0
VERSUM MATLS INC COM 92532W103 3,006 92,500 SH   SOLE 92,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 20,619 160,000 SH   SOLE 160,000 0 0
VIACOM INC NEW CL B 92553P201 40,284 1,200,000 SH   SOLE 1,200,000 0 0
VIAVI SOLUTIONS INC COM 925550105 2,106 200,000 SH   SOLE 200,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,210 114,647 SH   SOLE 114,647 0 0
VISA INC COM CL A 92826C839 247,579 2,640,000 SH   SOLE 2,640,000 0 0
VISTA OUTDOOR INC COM 928377100 1,013 45,000 SH   SOLE 45,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 21,447 228,400 SH   SOLE 228,400 0 0
VOYA FINL INC COM 929089100 25,823 700,000 SH   SOLE 700,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 34,206 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 44,576 589,000 SH   SOLE 589,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 544 65,050 SH   SOLE 65,050 0 0
WASTE MGMT INC DEL COM 94106L109 14,670 200,000 SH   SOLE 200,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 28,440 450,000 SH   SOLE 450,000 0 0
WAYFAIR INC CL A 94419L101 4,228 55,000 SH   SOLE 55,000 0 0
WEB COM GROUP INC COM 94733A104 3,036 120,000 SH   SOLE 120,000 0 0
WEC ENERGY GROUP INC COM 92939U106 9,354 152,400 SH   SOLE 152,400 0 0
WEIBO CORP SPONSORED ADR 948596101 2,216 33,332 SH   SOLE 33,332 0 0
WELLS FARGO CO NEW COM 949746101 306,694 5,535,000 SH   SOLE 5,535,000 0 0
WELLTOWER INC COM 95040Q104 22,493 300,500 SH   SOLE 300,500 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 597 55,000 SH   SOLE 55,000 0 0
WESTERN DIGITAL CORP COM 958102105 86,669 978,209 SH   SOLE 978,209 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 6,467 115,600 SH   SOLE 115,600 0 0
WESTROCK CO COM 96145D105 41,928 740,000 SH   SOLE 740,000 0 0
WEYERHAEUSER CO COM 962166104 70,350 2,100,000 SH   SOLE 2,100,000 0 0
WHIRLPOOL CORP COM 963320106 9,150 47,750 SH   SOLE 47,750 0 0
WHITESTONE REIT COM 966084204 6,793 554,500 SH   SOLE 554,500 0 0
WIDEOPENWEST INC COM 96758W101 8,700 500,000 SH   SOLE 500,000 0 0
WILLIAMS COS INC DEL COM 969457100 15,594 515,000 SH   SOLE 515,000 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 14,468 360,700 SH   SOLE 360,700 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 1,753 337,200 SH   SOLE 337,200 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 3,667 180,000 SH   SOLE 180,000 0 0
WPX ENERGY INC COM 98212B103 1,787 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 6,025 60,000 SH   SOLE 60,000 0 0
XCEL BRANDS INC COM NEW 98400M101 1,676 549,419 SH   SOLE 549,419 0 0
XCEL ENERGY INC COM 98389B100 10,323 225,000 SH   SOLE 225,000 0 0
XCERRA CORP COM 98400J108 2,931 300,000 SH   SOLE 300,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 205 65,000 SH   SOLE 65,000 0 0
XL GROUP LTD COM G98294104 12,264 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 6,343 360,000 SH   SOLE 360,000 0 0
YANDEX N V SHS CLASS A N97284108 8,942 340,786 SH   SOLE 340,786 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 18,979 866,600 SH   SOLE 866,600 0 0
YUM BRANDS INC COM 988498101 8,335 113,000 SH   SOLE 113,000 0 0
YUM CHINA HLDGS INC COM 98850P109 5,675 143,926 SH   SOLE 143,926 0 0
YY INC ADS REPCOM CLA 98426T106 2,055 35,425 SH   SOLE 35,425 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 7,768 60,500 SH   SOLE 60,500 0 0
ZOETIS INC CL A 98978V103 60,087 963,234 SH   SOLE 963,234 0 0
ZYNGA INC CL A 98986T108 4,693 1,289,300 SH   SOLE 1,289,300 0 0