The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 224,391 4,205,238 SH   SOLE   4,205,238 0 0
ABBVIE INC COM 00287Y109 225,115 2,533,368 SH   SOLE   2,533,368 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 34,098 1,999,900 SH   SOLE   1,999,900 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 30,983 648,721 SH   SOLE   648,721 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 98,574 729,800 SH   SOLE   729,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 90,154 1,397,522 SH   SOLE   1,397,522 0 0
ACUITY BRANDS INC COM 00508Y102 20,426 119,254 SH   SOLE   119,254 0 0
ACUSHNET HOLDINGS CORP COM 005098108 3,916 220,508 SH   SOLE   220,508 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 3,349 408,901 SH   SOLE   408,901 0 0
ADOBE SYS INC COM 00724F101 105,743 708,828 SH   SOLE   708,828 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 70,778 713,489 SH   SOLE   713,489 0 0
ADVANCED ACCELERATOR APPLIC SPONSORED ADS 00790T100 43,953 650,000 SH   SOLE   650,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 12,509 981,123 SH   SOLE   981,123 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 1,733 275,000 SH   SOLE   275,000 0 0
ADVAXIS INC COM NEW 007624208 19,646 4,700,043 SH   SOLE   4,700,043 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 7,300 2,000,000 SH   SOLE   2,000,000 0 0
AERCAP HOLDINGS NV SHS N00985106 20,775 406,474 SH   SOLE   406,474 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 149,445 3,075,000 SH   SOLE   3,075,000 0 0
AES CORP COM 00130H105 10,152 921,244 SH   SOLE   921,244 0 0
AETNA INC NEW COM 00817Y108 103,571 651,346 SH   SOLE   651,346 0 0
AEVI GENOMIC MEDICINE INC COM 00835P105 2,646 2,100,000 SH   SOLE   2,100,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 15,875 83,625 SH   SOLE   83,625 0 0
AFLAC INC COM 001055102 45,922 564,222 SH   SOLE   564,222 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 32,664 508,781 SH   SOLE   508,781 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 39,997 1,613,452 SH   SOLE   1,613,452 0 0
AIR PRODS & CHEMS INC COM 009158106 136,050 899,681 SH   SOLE   899,681 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 11,932 244,900 SH   SOLE   244,900 0 0
AKORN INC COM 009728106 2,492 75,074 SH   SOLE   75,074 0 0
ALASKA AIR GROUP INC COM 011659109 13,492 176,900 SH   SOLE   176,900 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 5,400 750,000 SH   SOLE   750,000 0 0
ALERE INC COM 01449J105 26,515 520,000 SH   SOLE   520,000 0 0
ALERE INC PFD CNV SER B 01449J204 29,972 74,743 SH   SOLE   74,743 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 15,454 129,900 SH   SOLE   129,900 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 54,110 385,698 SH   SOLE   385,698 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 23,316 135,000 SH   SOLE   135,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 16,839 90,400 SH   SOLE   90,400 0 0
ALKERMES PLC SHS G01767105 6,355 125,000 SH   SOLE   125,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 18,503 774,200 SH   SOLE   774,200 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 14,346 165,908 SH   SOLE   165,908 0 0
ALLERGAN PLC SHS G0177J108 85,161 415,523 SH   SOLE   415,523 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 15,243 68,800 SH   SOLE   68,800 0 0
ALLSTATE CORP COM 020002101 47,342 515,096 SH   SOLE   515,096 0 0
ALPHABET INC CAP STK CL C 02079K107 384,182 400,561 SH   SOLE   400,561 0 0
ALPHABET INC CAP STK CL A 02079K305 415,495 426,709 SH   SOLE   426,709 0 0
ALTABA INC COM 021346101 101,678 1,535,000 SH   SOLE   1,535,000 0 0
ALTICE USA INC CL A 02156K103 13,655 500,000 SH   SOLE   500,000 0 0
ALTRIA GROUP INC COM 02209S103 143,374 2,260,700 SH   SOLE   2,260,700 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 3,500 1,000,000 SH   SOLE   1,000,000 0 0
AMAZON COM INC COM 023135106 665,526 692,283 SH   SOLE   692,283 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 54,752 1,152,922 SH   SOLE   1,152,922 0 0
AMERICAN ELEC PWR INC COM 025537101 49,406 703,384 SH   SOLE   703,384 0 0
AMERICAN EXPRESS CO COM 025816109 107,466 1,188,000 SH   SOLE   1,188,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 79,062 1,287,860 SH   SOLE   1,287,860 0 0
AMERICAN TOWER CORP NEW COM 03027X100 107,617 787,363 SH   SOLE   787,363 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 20,300 250,900 SH   SOLE   250,900 0 0
AMERIPRISE FINL INC COM 03076C106 32,355 217,867 SH   SOLE   217,867 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,369 52,800 SH   SOLE   52,800 0 0
AMETEK INC NEW COM 031100100 61,878 936,977 SH   SOLE   936,977 0 0
AMGEN INC COM 031162100 152,164 816,109 SH   SOLE   816,109 0 0
AMPHENOL CORP NEW CL A 032095101 31,281 369,576 SH   SOLE   369,576 0 0
ANADARKO PETE CORP COM 032511107 344,776 7,057,848 SH   SOLE   7,057,848 0 0
ANALOG DEVICES INC COM 032654105 23,006 266,984 SH   SOLE   266,984 0 0
ANAPTYSBIO INC COM 032724106 42,604 1,218,986 SH   SOLE   1,218,986 0 0
ANDEAVOR COM 03349M105 30,945 300,000 SH   SOLE   300,000 0 0
ANSYS INC COM 03662Q105 6,357 51,800 SH   SOLE   51,800 0 0
ANTHEM INC COM 036752103 72,229 380,393 SH   SOLE   380,393 0 0
AON PLC SHS CL A G0408V102 52,972 362,571 SH   SOLE   362,571 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 9,443 215,298 SH   SOLE   215,298 0 0
APPLE INC COM 037833100 1,100,332 7,139,452 SH   SOLE   7,139,452 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,971 45,155 SH   SOLE   45,155 0 0
APPLIED MATLS INC COM 038222105 91,493 1,756,432 SH   SOLE   1,756,432 0 0
AQUINOX PHARMACEUTICALS INC COM 03842B101 3,548 250,000 SH   SOLE   250,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 33,761 794,192 SH   SOLE   794,192 0 0
ARCONIC INC COM 03965L100 15,558 625,324 SH   SOLE   625,324 0 0
ARGENX SE SPONSORED ADR 04016X101 3,392 150,000 SH   SOLE   150,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 22,783 444,542 SH   SOLE   444,542 0 0
ARROW ELECTRS INC COM 042735100 16,990 211,297 SH   SOLE   211,297 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 13,232 216,561 SH   SOLE   216,561 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 1,681 25,704 SH   SOLE   25,704 0 0
ASSURANT INC COM 04621X108 7,922 82,940 SH   SOLE   82,940 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 49,126 1,450,000 SH   SOLE   1,450,000 0 0
AT&T INC COM 00206R102 344,914 8,805,575 SH   SOLE   8,805,575 0 0
ATRICURE INC COM 04963C209 3,677 164,353 SH   SOLE   164,353 0 0
AUDENTES THERAPEUTICS INC COM 05070R104 53,219 1,900,000 SH   SOLE   1,900,000 0 0
AUTODESK INC COM 052769106 28,671 255,400 SH   SOLE   255,400 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 95,425 872,900 SH   SOLE   872,900 0 0
AUTOZONE INC COM 053332102 24,111 40,515 SH   SOLE   40,515 0 0
AVALONBAY CMNTYS INC COM 053484101 35,074 196,582 SH   SOLE   196,582 0 0
AVERY DENNISON CORP COM 053611109 56,733 576,906 SH   SOLE   576,906 0 0
AVEXIS INC COM 05366U100 129,037 1,333,994 SH   SOLE   1,333,994 0 0
AXALTA COATING SYS LTD COM G0750C108 31,378 1,084,998 SH   SOLE   1,084,998 0 0
BAKER HUGHES A GE CO CL A 05722G100 22,192 606,002 SH   SOLE   606,002 0 0
BALL CORP COM 058498106 20,481 495,900 SH   SOLE   495,900 0 0
BANK AMER CORP COM 060505104 391,614 15,454,386 SH   SOLE   15,454,386 0 0
BANK NEW YORK MELLON CORP COM 064058100 66,418 1,252,700 SH   SOLE   1,252,700 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 1,832 50,000 SH   SOLE   50,000 0 0
BANKUNITED INC COM 06652K103 1,779 50,000 SH   SOLE   50,000 0 0
BARD C R INC COM 067383109 183,582 572,800 SH   SOLE   572,800 0 0
BARRICK GOLD CORP COM 067901108 112,100 6,967,062 SH   SOLE   6,967,062 0 0
BAXTER INTL INC COM 071813109 44,837 714,526 SH   SOLE   714,526 0 0
BB&T CORP COM 054937107 20,879 444,800 SH   SOLE   444,800 0 0
BEACON ROOFING SUPPLY INC COM 073685109 1,303 25,423 SH   SOLE   25,423 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 506,234 2,761,477 SH   SOLE   2,761,477 0 0
BERRY GLOBAL GROUP INC COM 08579W103 73,645 1,300,000 SH   SOLE   1,300,000 0 0
BEST BUY INC COM 086516101 21,491 377,300 SH   SOLE   377,300 0 0
BIO RAD LABS INC CL A 090572207 22,222 100,000 SH   SOLE   100,000 0 0
BIO TECHNE CORP COM 09073M104 7,253 60,000 SH   SOLE   60,000 0 0
BIOGEN INC COM 09062X103 76,830 245,369 SH   SOLE   245,369 0 0
BLACKROCK INC COM 09247X101 98,485 220,280 SH   SOLE   220,280 0 0
BLOCK H & R INC COM 093671105 7,563 285,600 SH   SOLE   285,600 0 0
BLUELINX HLDGS INC COM NEW 09624H208 1,408 136,300 SH   SOLE   136,300 0 0
BOEING CO COM 097023105 228,787 899,993 SH   SOLE   899,993 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 119,453 3,194,797 SH   SOLE   3,194,797 0 0
BOSTON PROPERTIES INC COM 101121101 27,139 220,856 SH   SOLE   220,856 0 0
BOSTON SCIENTIFIC CORP COM 101137107 206,129 7,066,462 SH   SOLE   7,066,462 0 0
BP PLC SPONSORED ADR 055622104 9,419 245,102 SH   SOLE   245,102 0 0
BRASKEM S A SP ADR PFD A 105532105 72,870 2,725,125 SH   SOLE   2,725,125 0 0
BRIGHTHOUSE FINL INC COM 10922N103 7,966 131,022 SH   SOLE   131,022 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 118,530 1,859,584 SH   SOLE   1,859,584 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 340 5,446 SH   SOLE   5,446 0 0
BROADCOM LTD SHS Y09827109 138,833 572,414 SH   SOLE   572,414 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 775 50,000 SH   SOLE   50,000 0 0
BRUNSWICK CORP COM 117043109 5,597 100,000 SH   SOLE   100,000 0 0
BUNGE LIMITED COM G16962105 154,506 2,224,392 SH   SOLE   2,224,392 0 0
BURLINGTON STORES INC COM 122017106 93,246 976,809 SH   SOLE   976,809 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 15,403 202,400 SH   SOLE   202,400 0 0
CA INC COM 12673P105 8,986 269,200 SH   SOLE   269,200 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 70,253 878,937 SH   SOLE   878,937 0 0
CABOT OIL & GAS CORP COM 127097103 16,513 617,300 SH   SOLE   617,300 0 0
CACI INTL INC CL A 127190304 7,720 55,403 SH   SOLE   55,403 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 54,304 3,447,873 SH   SOLE   3,447,873 0 0
CALLON PETE CO DEL COM 13123X102 23,851 2,121,944 SH   SOLE   2,121,944 0 0
CALPINE CORP COM NEW 131347304 18,995 1,287,764 SH   SOLE   1,287,764 0 0
CAMECO CORP COM 13321L108 80,347 8,308,939 SH   SOLE   8,308,939 0 0
CAMPBELL SOUP CO COM 134429109 5,204 111,154 SH   SOLE   111,154 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 33,552 1,632,700 SH   SOLE   1,632,700 0 0
CAPITAL ONE FINL CORP COM 14040H105 100,092 1,182,282 SH   SOLE   1,182,282 0 0
CARDINAL HEALTH INC COM 14149Y108 19,956 298,200 SH   SOLE   298,200 0 0
CARLISLE COS INC COM 142339100 15,181 151,372 SH   SOLE   151,372 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 37,535 581,300 SH   SOLE   581,300 0 0
CATERPILLAR INC DEL COM 149123101 73,755 591,409 SH   SOLE   591,409 0 0
CAVIUM INC COM 14964U108 69,039 1,046,998 SH   SOLE   1,046,998 0 0
CBOE HLDGS INC COM 12503M108 17,296 160,700 SH   SOLE   160,700 0 0
CBRE GROUP INC CL A 12504L109 16,307 430,500 SH   SOLE   430,500 0 0
CBS CORP NEW CL B 124857202 30,324 522,836 SH   SOLE   522,836 0 0
CELGENE CORP COM 151020104 153,613 1,053,441 SH   SOLE   1,053,441 0 0
CENOVUS ENERGY INC COM 15135U109 21,042 2,100,000 SH   SOLE   2,100,000 0 0
CENTENE CORP DEL COM 15135B101 26,186 270,600 SH   SOLE   270,600 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 9,344 520,000 SH   SOLE   520,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 17,687 605,500 SH   SOLE   605,500 0 0
CERNER CORP COM 156782104 32,046 449,320 SH   SOLE   449,320 0 0
CF INDS HLDGS INC COM 125269100 326,465 9,285,132 SH   SOLE   9,285,132 0 0
CHARLES RIV LABS INTL INC COM 159864107 10,802 100,000 SH   SOLE   100,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 104,090 286,417 SH   SOLE   286,417 0 0
CHEMOURS CO COM 163851108 178,640 3,529,746 SH   SOLE   3,529,746 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 90,648 3,614,368 SH   SOLE   3,614,368 0 0
CHESAPEAKE UTILS CORP COM 165303108 23,475 300,000 SH   SOLE   300,000 0 0
CHEVRON CORP NEW COM 166764100 215,139 1,830,968 SH   SOLE   1,830,968 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 12,310 39,989 SH   SOLE   39,989 0 0
CHUBB LIMITED COM H1467J104 95,066 666,897 SH   SOLE   666,897 0 0
CIGNA CORPORATION COM 125509109 66,843 357,563 SH   SOLE   357,563 0 0
CIMAREX ENERGY CO COM 171798101 41,722 367,045 SH   SOLE   367,045 0 0
CINCINNATI FINL CORP COM 172062101 15,851 207,008 SH   SOLE   207,008 0 0
CINEMARK HOLDINGS INC COM 17243V102 27,158 750,000 SH   SOLE   750,000 0 0
CINTAS CORP COM 172908105 17,833 123,600 SH   SOLE   123,600 0 0
CISCO SYS INC COM 17275R102 240,897 7,163,162 SH   SOLE   7,163,162 0 0
CITIGROUP INC COM NEW 172967424 381,564 5,245,588 SH   SOLE   5,245,588 0 0
CITIZENS FINL GROUP INC COM 174610105 39,040 1,030,900 SH   SOLE   1,030,900 0 0
CITRIX SYS INC COM 177376100 15,687 204,200 SH   SOLE   204,200 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 909 104,000 SH   SOLE   104,000 0 0
CME GROUP INC COM CL A 12572Q105 65,890 485,631 SH   SOLE   485,631 0 0
COACH INC COM 189754104 16,122 400,242 SH   SOLE   400,242 0 0
COBALT INTL ENERGY INC COM NEW 19075F304 95 66,667 SH   SOLE   66,667 0 0
COCA COLA CO COM 191216100 249,251 5,537,682 SH   SOLE   5,537,682 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 61,391 846,300 SH   SOLE   846,300 0 0
COLGATE PALMOLIVE CO COM 194162103 86,824 1,191,820 SH   SOLE   1,191,820 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 29,987 791,842 SH   SOLE   791,842 0 0
COMCAST CORP NEW CL A 20030N101 233,932 6,079,311 SH   SOLE   6,079,311 0 0
COMERICA INC COM 200340107 25,135 329,596 SH   SOLE   329,596 0 0
COMMERCIAL METALS CO COM 201723103 13,321 700,000 SH   SOLE   700,000 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 380 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 74,623 2,211,695 SH   SOLE   2,211,695 0 0
CONMED CORP COM 207410101 7,871 150,000 SH   SOLE   150,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 42,691 214,044 SH   SOLE   214,044 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,896 75,000 SH   SOLE   75,000 0 0
CONTRAFECT CORP COM 212326102 4,551 4,100,000 SH   SOLE   4,100,000 0 0
COOPER COS INC COM NEW 216648402 85,786 361,800 SH   SOLE   361,800 0 0
CORECIVIC INC COM 21871N101 10,506 392,469 SH   SOLE   392,469 0 0
CORNING INC COM 219350105 36,075 1,205,721 SH   SOLE   1,205,721 0 0
COSTCO WHSL CORP NEW COM 22160K105 36,343 221,210 SH   SOLE   221,210 0 0
COTY INC COM CL A 222070203 11,163 675,344 SH   SOLE   675,344 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 8,098 80,994 SH   SOLE   80,994 0 0
CROWN HOLDINGS INC COM 228368106 161,612 2,706,154 SH   SOLE   2,706,154 0 0
CSRA INC COM 12650T104 7,248 224,598 SH   SOLE   224,598 0 0
CSX CORP COM 126408103 70,639 1,301,868 SH   SOLE   1,301,868 0 0
CUBIC CORP COM 229669106 716 14,036 SH   SOLE   14,036 0 0
CUMMINS INC COM 231021106 19,292 114,813 SH   SOLE   114,813 0 0
CVS HEALTH CORP COM 126650100 149,514 1,838,583 SH   SOLE   1,838,583 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 24,785 3,075,000 SH   SOLE   3,075,000 0 0
D R HORTON INC COM 23331A109 19,502 488,400 SH   SOLE   488,400 0 0
DANAHER CORP DEL COM 235851102 48,729 568,065 SH   SOLE   568,065 0 0
DARDEN RESTAURANTS INC COM 237194105 13,610 172,759 SH   SOLE   172,759 0 0
DAVITA INC COM 23918K108 1,114 18,750 SH   SOLE   18,750 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 4,748 250,000 SH   SOLE   250,000 0 0
DEERE & CO COM 244199105 162,914 1,297,186 SH   SOLE   1,297,186 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 37,618 382,300 SH   SOLE   382,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 50,088 1,038,743 SH   SOLE   1,038,743 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,282 89,400 SH   SOLE   89,400 0 0
DIGITAL RLTY TR INC COM 253868103 34,517 291,700 SH   SOLE   291,700 0 0
DISCOVER FINL SVCS COM 254709108 21,334 330,858 SH   SOLE   330,858 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 4,686 220,103 SH   SOLE   220,103 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 6,255 308,756 SH   SOLE   308,756 0 0
DISH NETWORK CORP CL A 25470M109 80,262 1,480,037 SH   SOLE   1,480,037 0 0
DISNEY WALT CO COM DISNEY 254687106 159,726 1,620,435 SH   SOLE   1,620,435 0 0
DOLLAR GEN CORP NEW COM 256677105 3,682 45,423 SH   SOLE   45,423 0 0
DOLLAR TREE INC COM 256746108 346,259 3,988,245 SH   SOLE   3,988,245 0 0
DOVER CORP COM 260003108 97,782 1,069,940 SH   SOLE   1,069,940 0 0
DOWDUPONT INC COM 26078J100 320,027 4,622,662 SH   SOLE   4,622,662 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 2,184 24,686 SH   SOLE   24,686 0 0
DRIVE SHACK INC COM 262077100 1,083 300,000 SH   SOLE   300,000 0 0
DTE ENERGY CO COM 233331107 47,620 443,550 SH   SOLE   443,550 0 0
DUKE REALTY CORP COM NEW 264411505 14,525 504,000 SH   SOLE   504,000 0 0
DXC TECHNOLOGY CO COM 23355L106 91,829 1,069,276 SH   SOLE   1,069,276 0 0
E L F BEAUTY INC COM 26856L103 33,825 1,500,000 SH   SOLE   1,500,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 41,139 943,341 SH   SOLE   943,341 0 0
EAGLE MATERIALS INC COM 26969P108 68,616 643,071 SH   SOLE   643,071 0 0
EAST WEST BANCORP INC COM 27579R104 1,495 25,000 SH   SOLE   25,000 0 0
EASTMAN CHEM CO COM 277432100 28,405 313,900 SH   SOLE   313,900 0 0
EATON CORP PLC SHS G29183103 116,747 1,520,338 SH   SOLE   1,520,338 0 0
EATON VANCE CORP COM NON VTG 278265103 1,234 25,000 SH   SOLE   25,000 0 0
EBAY INC COM 278642103 54,929 1,428,200 SH   SOLE   1,428,200 0 0
ECOLAB INC COM 278865100 59,942 466,072 SH   SOLE   466,072 0 0
EDGEWELL PERS CARE CO COM 28035Q102 31,104 427,423 SH   SOLE   427,423 0 0
EDISON INTL COM 281020107 35,697 462,571 SH   SOLE   462,571 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 24,709 226,042 SH   SOLE   226,042 0 0
ELECTRONIC ARTS INC COM 285512109 37,522 317,825 SH   SOLE   317,825 0 0
EMCOR GROUP INC COM 29084Q100 21,964 316,576 SH   SOLE   316,576 0 0
EMERSON ELEC CO COM 291011104 271,276 4,316,928 SH   SOLE   4,316,928 0 0
ENCANA CORP COM 292505104 25,227 2,141,477 SH   SOLE   2,141,477 0 0
ENERGEN CORP COM 29265N108 3,007 55,000 SH   SOLE   55,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 34,998 760,010 SH   SOLE   760,010 0 0
ENSCO PLC SHS CLASS A G3157S106 36,545 6,121,454 SH   SOLE   6,121,454 0 0
ENTELLUS MED INC COM 29363K105 15,270 827,200 SH   SOLE   827,200 0 0
ENTERGY CORP NEW COM 29364G103 114,593 1,500,700 SH   SOLE   1,500,700 0 0
ENVISION HEALTHCARE CORP COM 29414D100 5,250 116,800 SH   SOLE   116,800 0 0
EOG RES INC COM 26875P101 43,320 447,800 SH   SOLE   447,800 0 0
EPAM SYS INC COM 29414B104 14,069 160,000 SH   SOLE   160,000 0 0
EQUIFAX INC COM 294429105 16,874 159,200 SH   SOLE   159,200 0 0
EQUINIX INC COM PAR $0.001 29444U700 16,034 35,926 SH   SOLE   35,926 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 34,352 521,033 SH   SOLE   521,033 0 0
ESSEX PPTY TR INC COM 297178105 23,498 92,500 SH   SOLE   92,500 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 4,522 50,164 SH   SOLE   50,164 0 0
EVEREST RE GROUP LTD COM G3223R108 13,749 60,200 SH   SOLE   60,200 0 0
EVERSOURCE ENERGY COM 30040W108 100,231 1,658,356 SH   SOLE   1,658,356 0 0
EXELON CORP COM 30161N101 51,672 1,371,700 SH   SOLE   1,371,700 0 0
EXPEDIA INC DEL COM NEW 30212P303 25,175 174,900 SH   SOLE   174,900 0 0
EXPEDITORS INTL WASH INC COM 302130109 15,522 259,300 SH   SOLE   259,300 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 23,669 373,794 SH   SOLE   373,794 0 0
EXTRA SPACE STORAGE INC COM 30225T102 14,354 179,600 SH   SOLE   179,600 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 2,343 152,232 SH   SOLE   152,232 0 0
EXXON MOBIL CORP COM 30231G102 159,532 1,945,992 SH   SOLE   1,945,992 0 0
F5 NETWORKS INC COM 315616102 9,585 79,500 SH   SOLE   79,500 0 0
FACEBOOK INC CL A 30303M102 581,317 3,402,100 SH   SOLE   3,402,100 0 0
FCB FINL HLDGS INC CL A 30255G103 1,208 25,000 SH   SOLE   25,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 12,607 101,500 SH   SOLE   101,500 0 0
FEDEX CORP COM 31428X106 79,676 353,204 SH   SOLE   353,204 0 0
FERROGLOBE PLC SHS G33856108 77,555 5,893,238 SH   SOLE   5,893,238 0 0
FIBROGEN INC COM 31572Q808 58,637 1,089,900 SH   SOLE   1,089,900 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 93,284 998,866 SH   SOLE   998,866 0 0
FIFTH THIRD BANCORP COM 316773100 29,452 1,052,600 SH   SOLE   1,052,600 0 0
FISERV INC COM 337738108 37,992 294,605 SH   SOLE   294,605 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 99,522 2,432,700 SH   SOLE   2,432,700 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 12,382 80,000 SH   SOLE   80,000 0 0
FLIR SYS INC COM 302445101 12,591 323,601 SH   SOLE   323,601 0 0
FLOWSERVE CORP COM 34354P105 44,118 1,035,871 SH   SOLE   1,035,871 0 0
FLUIDIGM CORP DEL COM 34385P108 9,230 1,831,252 SH   SOLE   1,831,252 0 0
FLUOR CORP NEW COM 343412102 8,278 196,618 SH   SOLE   196,618 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 65,580 5,478,715 SH   SOLE   5,478,715 0 0
FORTIS INC COM 349553107 103,820 2,902,424 SH   SOLE   2,902,424 0 0
FORTIVE CORP COM 34959J108 60,602 856,077 SH   SOLE   856,077 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 17,848 265,470 SH   SOLE   265,470 0 0
FRANKLIN RES INC COM 354613101 21,659 486,600 SH   SOLE   486,600 0 0
FRANKS INTL N V COM N33462107 7,186 930,846 SH   SOLE   930,846 0 0
FREDS INC CL A 356108100 10,196 1,583,283 SH   SOLE   1,583,283 0 0
FRESHPET INC COM 358039105 8,138 520,000 SH   SOLE   520,000 0 0
FULLER H B CO COM 359694106 40,294 694,000 SH   SOLE   694,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 15,511 252,000 SH   SOLE   252,000 0 0
GAP INC DEL COM 364760108 7,802 264,198 SH   SOLE   264,198 0 0
GARMIN LTD SHS H2906T109 8,290 153,612 SH   SOLE   153,612 0 0
GARTNER INC COM 366651107 15,887 127,700 SH   SOLE   127,700 0 0
GASTAR EXPL INC NEW COM 36729W202 1,495 1,700,000 SH   SOLE   1,700,000 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 10,398 338,697 SH   SOLE   338,697 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 16,890 1,500,000 SH   SOLE   1,500,000 0 0
GEMPHIRE THERAPEUTICS INC COM 36870A108 5,694 599,366 SH   SOLE   599,366 0 0
GENERAL DYNAMICS CORP COM 369550108 60,830 295,893 SH   SOLE   295,893 0 0
GENERAL ELECTRIC CO COM 369604103 193,999 8,023,098 SH   SOLE   8,023,098 0 0
GENERAL MLS INC COM 370334104 29,192 563,996 SH   SOLE   563,996 0 0
GENERAL MTRS CO COM 37045V100 78,812 1,951,766 SH   SOLE   1,951,766 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,681 75,000 SH   SOLE   75,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 10,110 1,049,857 SH   SOLE   1,049,857 0 0
GENUINE PARTS CO COM 372460105 14,304 149,550 SH   SOLE   149,550 0 0
GGP INC COM 36174X101 18,541 892,700 SH   SOLE   892,700 0 0
G-III APPAREL GROUP LTD COM 36237H101 29,020 1,000,000 SH   SOLE   1,000,000 0 0
GILEAD SCIENCES INC COM 375558103 132,003 1,629,260 SH   SOLE   1,629,260 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 24,360 600,000 SH   SOLE   600,000 0 0
GLOBAL PMTS INC COM 37940X102 20,764 218,500 SH   SOLE   218,500 0 0
GLOBANT S A COM L44385109 1,202 30,000 SH   SOLE   30,000 0 0
GLOBUS MED INC CL A 379577208 2,972 100,000 SH   SOLE   100,000 0 0
GMS INC COM 36251C103 27,576 778,977 SH   SOLE   778,977 0 0
GODADDY INC CL A 380237107 36,331 835,000 SH   SOLE   835,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 129,790 547,200 SH   SOLE   547,200 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 286,961 8,630,400 SH   SOLE   8,630,400 0 0
GRACE W R & CO DEL NEW COM 38388F108 77,613 1,075,719 SH   SOLE   1,075,719 0 0
GRAINGER W W INC COM 384802104 13,462 74,893 SH   SOLE   74,893 0 0
GREAT PLAINS ENERGY INC COM 391164100 30,300 1,000,000 SH   SOLE   1,000,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 54,231 748,422 SH   SOLE   748,422 0 0
GULFPORT ENERGY CORP COM NEW 402635304 16,348 1,140,000 SH   SOLE   1,140,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 75,288 1,829,600 SH   SOLE   1,829,600 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,343 250,000 SH   SOLE   250,000 0 0
HANESBRANDS INC COM 410345102 13,044 529,399 SH   SOLE   529,399 0 0
HARLEY DAVIDSON INC COM 412822108 11,999 248,900 SH   SOLE   248,900 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 48,394 975,000 SH   SOLE   975,000 0 0
HASBRO INC COM 418056107 8,309 85,072 SH   SOLE   85,072 0 0
HCA HEALTHCARE INC COM 40412C101 21,314 267,800 SH   SOLE   267,800 0 0
HCP INC COM 40414L109 18,664 670,643 SH   SOLE   670,643 0 0
HERSHEY CO COM 427866108 13,610 124,666 SH   SOLE   124,666 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 32,654 2,219,836 SH   SOLE   2,219,836 0 0
HILL ROM HLDGS INC COM 431475102 28,157 380,500 SH   SOLE   380,500 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 20,043 288,600 SH   SOLE   288,600 0 0
HOLOGIC INC COM 436440101 5,496 149,785 SH   SOLE   149,785 0 0
HOME DEPOT INC COM 437076102 276,892 1,692,905 SH   SOLE   1,692,905 0 0
HONEYWELL INTL INC COM 438516106 150,466 1,061,564 SH   SOLE   1,061,564 0 0
HORMEL FOODS CORP COM 440452100 12,867 400,346 SH   SOLE   400,346 0 0
HOST HOTELS & RESORTS INC COM 44107P104 19,630 1,061,633 SH   SOLE   1,061,633 0 0
HP INC COM 40434L105 47,745 2,392,036 SH   SOLE   2,392,036 0 0
HUBBELL INC COM 443510607 32,531 280,388 SH   SOLE   280,388 0 0
HUMANA INC COM 444859102 71,142 292,010 SH   SOLE   292,010 0 0
HUNT J B TRANS SVCS INC COM 445658107 13,685 123,200 SH   SOLE   123,200 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,112 151,300 SH   SOLE   151,300 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 36,354 160,548 SH   SOLE   160,548 0 0
HUNTSMAN CORP COM 447011107 18,617 678,943 SH   SOLE   678,943 0 0
ICON PLC SHS G4705A100 14,235 125,000 SH   SOLE   125,000 0 0
IHS MARKIT LTD SHS G47567105 5,188 117,700 SH   SOLE   117,700 0 0
ILLINOIS TOOL WKS INC COM 452308109 159,651 1,079,013 SH   SOLE   1,079,013 0 0
ILLUMINA INC COM 452327109 25,179 126,400 SH   SOLE   126,400 0 0
IMMUNOMEDICS INC COM 452907108 2,251 161,000 SH   SOLE   161,000 0 0
INCYTE CORP COM 45337C102 19,426 166,407 SH   SOLE   166,407 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 10,317 2,714,917 SH   SOLE   2,714,917 0 0
INFRAREIT INC COM 45685L100 71,844 3,211,617 SH   SOLE   3,211,617 0 0
INOGEN INC COM 45780L104 14,382 151,228 SH   SOLE   151,228 0 0
INOTEK PHARMACEUTICALS CORP COM 45780V102 2,670 1,500,000 SH   SOLE   1,500,000 0 0
INPHI CORP COM 45772F107 32,903 829,000 SH   SOLE   829,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 15,439 1,725,000 SH   SOLE   1,725,000 0 0
INTEL CORP COM 458140100 238,516 6,263,559 SH   SOLE   6,263,559 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 57,879 842,490 SH   SOLE   842,490 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 159,949 1,102,490 SH   SOLE   1,102,490 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 14,220 99,500 SH   SOLE   99,500 0 0
INTERSECT ENT INC COM 46071F103 15,575 500,000 SH   SOLE   500,000 0 0
INTL PAPER CO COM 460146103 33,586 591,092 SH   SOLE   591,092 0 0
INTUIT COM 461202103 49,820 350,500 SH   SOLE   350,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 86,915 83,102 SH   SOLE   83,102 0 0
INVACARE CORP COM 461203101 12,600 800,000 SH   SOLE   800,000 0 0
INVESCO LTD SHS G491BT108 20,375 581,469 SH   SOLE   581,469 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 12,970 250,000 SH   SOLE   250,000 0 0
IRON MTN INC NEW COM 46284V101 14,663 376,952 SH   SOLE   376,952 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 45,733 2,900,000 SH   SOLE   2,900,000 0 0
ITT INC COM 45073V108 16,247 367,000 SH   SOLE   367,000 0 0
JABIL INC COM 466313103 7,623 267,000 SH   SOLE   267,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 9,871 169,401 SH   SOLE   169,401 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 47,531 325,000 SH   SOLE   325,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,609 356,659 SH   SOLE   356,659 0 0
JOHNSON & JOHNSON COM 478160104 483,842 3,721,573 SH   SOLE   3,721,573 0 0
JPMORGAN CHASE & CO COM 46625H100 379,853 3,977,107 SH   SOLE   3,977,107 0 0
JUNIPER NETWORKS INC COM 48203R104 12,251 440,200 SH   SOLE   440,200 0 0
KALA PHARMACEUTICALS INC COM 483119103 4,147 181,568 SH   SOLE   181,568 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 16,150 148,600 SH   SOLE   148,600 0 0
KELLOGG CO COM 487836108 4,724 75,737 SH   SOLE   75,737 0 0
KEYCORP NEW COM 493267108 29,435 1,564,003 SH   SOLE   1,564,003 0 0
KIMBERLY CLARK CORP COM 494368103 55,224 469,276 SH   SOLE   469,276 0 0
KIMCO RLTY CORP COM 49446R109 11,768 601,963 SH   SOLE   601,963 0 0
KINDER MORGAN INC DEL COM 49456B101 11,314 589,900 SH   SOLE   589,900 0 0
KINDRED HEALTHCARE INC COM 494580103 5,229 769,000 SH   SOLE   769,000 0 0
KITE PHARMA INC COM 49803L109 98,896 550,000 SH   SOLE   550,000 0 0
KLA-TENCOR CORP COM 482480100 15,550 146,700 SH   SOLE   146,700 0 0
KNOLL INC COM NEW 498904200 11,891 594,541 SH   SOLE   594,541 0 0
KOHLS CORP COM 500255104 32,674 715,744 SH   SOLE   715,744 0 0
KOSMOS ENERGY LTD SHS G5315B107 41,737 5,243,360 SH   SOLE   5,243,360 0 0
KRAFT HEINZ CO COM 500754106 153,576 1,980,343 SH   SOLE   1,980,343 0 0
L BRANDS INC COM 501797104 13,481 323,991 SH   SOLE   323,991 0 0
L3 TECHNOLOGIES INC COM 502413107 58,422 310,046 SH   SOLE   310,046 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 21,785 144,300 SH   SOLE   144,300 0 0
LAM RESEARCH CORP COM 512807108 81,321 439,476 SH   SOLE   439,476 0 0
LAUDER ESTEE COS INC CL A 518439104 33,202 307,884 SH   SOLE   307,884 0 0
LENNAR CORP CL A 526057104 15,403 291,717 SH   SOLE   291,717 0 0
LEUCADIA NATL CORP COM 527288104 11,446 453,300 SH   SOLE   453,300 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 83,911 1,574,614 SH   SOLE   1,574,614 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 69,060 2,111,920 SH   SOLE   2,111,920 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 20,950 550,000 SH   SOLE   550,000 0 0
LILLY ELI & CO COM 532457108 118,601 1,386,495 SH   SOLE   1,386,495 0 0
LINCOLN NATL CORP IND *W EXP 07/10/201 534187117 30,771 433,400 SH   SOLE   433,400 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 36,795 1,100,000 SH   SOLE   1,100,000 0 0
LITHIA MTRS INC CL A 536797103 11,386 94,639 SH   SOLE   94,639 0 0
LIVANOVA PLC SHS G5509L101 21,018 300,000 SH   SOLE   300,000 0 0
LKQ CORP COM 501889208 15,947 443,100 SH   SOLE   443,100 0 0
LOCKHEED MARTIN CORP COM 539830109 100,782 324,799 SH   SOLE   324,799 0 0
LOEWS CORP COM 540424108 18,921 395,348 SH   SOLE   395,348 0 0
LOUISIANA PAC CORP COM 546347105 51,341 1,895,903 SH   SOLE   1,895,903 0 0
LOWES COS INC COM 548661107 96,811 1,211,043 SH   SOLE   1,211,043 0 0
LOXO ONCOLOGY INC COM 548862101 92,466 1,003,751 SH   SOLE   1,003,751 0 0
M & T BK CORP COM 55261F104 8,487 52,700 SH   SOLE   52,700 0 0
MACERICH CO COM 554382101 8,531 155,200 SH   SOLE   155,200 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 22,490 500,000 SH   SOLE   500,000 0 0
MAGNA INTL INC COM 559222401 32,060 600,598 SH   SOLE   600,598 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 97,344 2,604,882 SH   SOLE   2,604,882 0 0
MANTECH INTL CORP CL A 564563104 4,256 96,397 SH   SOLE   96,397 0 0
MARATHON OIL CORP COM 565849106 1,121 82,700 SH   SOLE   82,700 0 0
MARATHON PETE CORP COM 56585A102 68,754 1,226,000 SH   SOLE   1,226,000 0 0
MARINUS PHARMACEUTICALS INC COM 56854Q101 3,522 600,000 SH   SOLE   600,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 49,476 448,725 SH   SOLE   448,725 0 0
MARSH & MCLENNAN COS INC COM 571748102 61,592 734,904 SH   SOLE   734,904 0 0
MARTIN MARIETTA MATLS INC COM 573284106 23,583 114,352 SH   SOLE   114,352 0 0
MASCO CORP COM 574599106 29,542 757,300 SH   SOLE   757,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 204,586 1,448,910 SH   SOLE   1,448,910 0 0
MATTEL INC COM 577081102 2,668 172,342 SH   SOLE   172,342 0 0
MCDONALDS CORP COM 580135101 229,141 1,462,480 SH   SOLE   1,462,480 0 0
MCKESSON CORP COM 58155Q103 49,356 321,308 SH   SOLE   321,308 0 0
MEDTRONIC PLC SHS G5960L103 110,899 1,425,989 SH   SOLE   1,425,989 0 0
MERCK & CO INC COM 58933Y105 291,803 4,557,293 SH   SOLE   4,557,293 0 0
MERIDIAN BANCORP INC MD COM 58958U103 14,703 788,366 SH   SOLE   788,366 0 0
METLIFE INC COM 59156R108 76,110 1,465,059 SH   SOLE   1,465,059 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 50,343 80,400 SH   SOLE   80,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101 24,048 737,900 SH   SOLE   737,900 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 10,899 227,775 SH   SOLE   227,775 0 0
MICROCHIP TECHNOLOGY INC SDCV 2.125%12/1 595017AB0 19,075 5,000,000 PRN   SOLE   5,000,000 0 0
MICRON TECHNOLOGY INC COM 595112103 61,021 1,551,510 SH   SOLE   1,551,510 0 0
MICROSOFT CORP COM 594918104 851,119 11,425,955 SH   SOLE   11,425,955 0 0
MID AMER APT CMNTYS INC COM 59522J103 17,042 159,450 SH   SOLE   159,450 0 0
MILACRON HLDGS CORP COM 59870L106 32,945 1,954,017 SH   SOLE   1,954,017 0 0
MOHAWK INDS INC COM 608190104 46,334 187,200 SH   SOLE   187,200 0 0
MOLSON COORS BREWING CO CL B 60871R209 121,145 1,483,894 SH   SOLE   1,483,894 0 0
MONDELEZ INTL INC CL A 609207105 140,429 3,453,730 SH   SOLE   3,453,730 0 0
MONOLITHIC PWR SYS INC COM 609839105 5,959 55,929 SH   SOLE   55,929 0 0
MONSANTO CO NEW COM 61166W101 75,094 626,721 SH   SOLE   626,721 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 31,190 564,533 SH   SOLE   564,533 0 0
MOODYS CORP COM 615369105 32,702 234,914 SH   SOLE   234,914 0 0
MOOG INC CL A 615394202 630 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 160,718 3,336,480 SH   SOLE   3,336,480 0 0
MOSAIC CO NEW COM 61945C103 328,373 15,209,511 SH   SOLE   15,209,511 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 54,649 643,914 SH   SOLE   643,914 0 0
MULESOFT INC CL A 625207105 12,084 600,000 SH   SOLE   600,000 0 0
MYLAN N V SHS EURO N59465109 11,828 377,061 SH   SOLE   377,061 0 0
MYOVANT SCIENCES LTD COM G637AM102 13,459 870,000 SH   SOLE   870,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 605 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 12,580 162,180 SH   SOLE   162,180 0 0
NAVIENT CORPORATION COM 63938C108 6,280 418,106 SH   SOLE   418,106 0 0
NETAPP INC COM 64110D104 16,944 387,200 SH   SOLE   387,200 0 0
NETFLIX INC COM 64110L106 99,198 546,999 SH   SOLE   546,999 0 0
NEVRO CORP COM 64157F103 13,632 150,000 SH   SOLE   150,000 0 0
NEW SR INVT GROUP INC COM 648691103 2,745 300,000 SH   SOLE   300,000 0 0
NEWELL BRANDS INC COM 651229106 20,727 485,742 SH   SOLE   485,742 0 0
NEWMONT MINING CORP COM 651639106 28,163 750,800 SH   SOLE   750,800 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 1,426 142,577 SH   SOLE   142,577 0 0
NEWS CORP NEW CL A 65249B109 7,162 540,089 SH   SOLE   540,089 0 0
NEWS CORP NEW CL B 65249B208 2,314 169,509 SH   SOLE   169,509 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 32,708 525,000 SH   SOLE   525,000 0 0
NEXTERA ENERGY INC COM 65339F101 161,315 1,100,751 SH   SOLE   1,100,751 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 19,880 479,620 SH   SOLE   479,620 0 0
NIKE INC CL B 654106103 23,828 459,566 SH   SOLE   459,566 0 0
NISOURCE INC COM 65473P105 62,729 2,451,300 SH   SOLE   2,451,300 0 0
NOBLE ENERGY INC COM 655044105 420,261 14,818,796 SH   SOLE   14,818,796 0 0
NORDSON CORP COM 655663102 70,359 593,748 SH   SOLE   593,748 0 0
NORDSTROM INC COM 655664100 6,293 133,478 SH   SOLE   133,478 0 0
NORFOLK SOUTHERN CORP COM 655844108 54,841 414,706 SH   SOLE   414,706 0 0
NORTHERN TR CORP COM 665859104 37,921 412,500 SH   SOLE   412,500 0 0
NORTHROP GRUMMAN CORP COM 666807102 78,098 271,436 SH   SOLE   271,436 0 0
NOVO-NORDISK A S ADR 670100205 38,520 800,000 SH   SOLE   800,000 0 0
NOW INC COM 67011P100 8,758 634,198 SH   SOLE   634,198 0 0
NRG ENERGY INC COM NEW 629377508 59,480 2,324,361 SH   SOLE   2,324,361 0 0
NRG YIELD INC CL A NEW 62942X306 31,609 1,666,246 SH   SOLE   1,666,246 0 0
NRG YIELD INC CL C 62942X405 33,750 1,748,700 SH   SOLE   1,748,700 0 0
NUCOR CORP COM 670346105 71,736 1,280,080 SH   SOLE   1,280,080 0 0
NUTANIX INC CL A 67059N108 5,038 225,000 SH   SOLE   225,000 0 0
NVIDIA CORP COM 67066G104 150,650 842,704 SH   SOLE   842,704 0 0
NXP SEMICONDUCTORS N V COM N6596X109 176,835 1,563,665 SH   SOLE   1,563,665 0 0
NXSTAGE MEDICAL INC COM 67072V103 4,140 150,000 SH   SOLE   150,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 27,029 125,500 SH   SOLE   125,500 0 0
OGE ENERGY CORP COM 670837103 26,149 725,761 SH   SOLE   725,761 0 0
OLIN CORP COM PAR $1 680665205 282,913 8,260,221 SH   SOLE   8,260,221 0 0
OMEROS CORP COM 682143102 3,243 150,000 SH   SOLE   150,000 0 0
ONEOK INC NEW COM 682680103 30,049 542,300 SH   SOLE   542,300 0 0
ORACLE CORP COM 68389X105 193,093 3,993,656 SH   SOLE   3,993,656 0 0
ORBCOMM INC COM 68555P100 36,668 3,502,186 SH   SOLE   3,502,186 0 0
ORBITAL ATK INC COM 68557N103 9,550 71,716 SH   SOLE   71,716 0 0
ORBOTECH LTD ORD M75253100 81,338 1,926,992 SH   SOLE   1,926,992 0 0
OVASCIENCE INC COM 69014Q101 1,818 1,280,000 SH   SOLE   1,280,000 0 0
OWENS CORNING NEW COM 690742101 90,564 1,170,840 SH   SOLE   1,170,840 0 0
PACCAR INC COM 693718108 36,743 507,921 SH   SOLE   507,921 0 0
PACKAGING CORP AMER COM 695156109 15,895 138,600 SH   SOLE   138,600 0 0
PARKER HANNIFIN CORP COM 701094104 140,981 805,516 SH   SOLE   805,516 0 0
PARSLEY ENERGY INC CL A 701877102 127,440 4,838,254 SH   SOLE   4,838,254 0 0
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