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 4,574 70,900 SH   SOLE 70,900 0 0
51JOB INC SP ADR REP COM 316827104 2,728 44,832 SH   SOLE 44,832 0 0
58 COM INC SPON ADR REP A 31680Q104 2,049 28,625 SH   SOLE 28,625 0 0
ABBOTT LABS COM 002824100 54,208 949,850 SH   SOLE 949,850 0 0
ABBVIE INC COM 00287Y109 168,372 1,741,000 SH   SOLE 1,741,000 0 0
ABM INDS INC COM 000957100 2,829 75,000 SH   SOLE 75,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 32,630 1,000,000 SH   SOLE 1,000,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 14,699 537,246 SH   SOLE 537,246 0 0
ACCELERON PHARMA INC COM 00434H108 2,249 53,000 SH   SOLE 53,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 29,638 193,600 SH   SOLE 193,600 0 0
ACCO BRANDS CORP COM 00081T108 2,586 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,931 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 73,673 1,163,500 SH   SOLE 1,163,500 0 0
ACUITY BRANDS INC COM 00508Y102 12,320 70,000 SH   SOLE 70,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 3,169 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 129 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 160 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 1,511 146,117 SH   SOLE 146,117 0 0
ADOBE SYS INC COM 00724F101 27,372 156,200 SH   SOLE 156,200 0 0
ADVANCED MICRO DEVICES INC COM 007903107 32,896 3,200,000 SH   SOLE 3,200,000 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 7,868 1,214,336 SH   SOLE 1,214,336 0 0
ADVANSIX INC COM 00773T101 656 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 63,155 1,700,000 SH   SOLE 1,700,000 0 0
AES CORP COM 00130H105 3,032 280,000 SH   SOLE 280,000 0 0
AETNA INC NEW COM 00817Y108 66,766 370,120 SH   SOLE 370,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 8,621 42,000 SH   SOLE 42,000 0 0
AFLAC INC COM 001055102 30,723 350,000 SH   SOLE 350,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 11,050 165,000 SH   SOLE 165,000 0 0
AGREE REALTY CORP COM 008492100 22,929 445,750 SH   SOLE 445,750 0 0
AIR PRODS & CHEMS INC COM 009158106 28,714 175,000 SH   SOLE 175,000 0 0
AK STL HLDG CORP COM 001547108 103,012 18,200,000 SH   SOLE 18,200,000 0 0
ALASKA AIR GROUP INC COM 011659109 48,884 665,000 SH   SOLE 665,000 0 0
ALBEMARLE CORP COM 012653101 60,748 475,000 SH   SOLE 475,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 2,302 83,000 SH   SOLE 83,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 25,720 196,950 SH   SOLE 196,950 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 31,691 265,000 SH   SOLE 265,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 148,923 863,672 SH   SOLE 863,672 0 0
ALKERMES PLC SHS G01767105 7,115 130,000 SH   SOLE 130,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,693 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,569 65,000 SH   SOLE 65,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,591 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 90,901 555,702 SH   SOLE 555,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 795 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,983 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 1,019 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 27,335 261,054 SH   SOLE 261,054 0 0
ALPHABET INC CAP STK CL C 02079K107 661,325 632,000 SH   SOLE 632,000 0 0
ALTABA INC COM 021346101 18,161 260,000 SH   SOLE 260,000 0 0
ALTAIR ENGR INC COM CL A 021369103 598 25,000 SH   SOLE 25,000 0 0
ALTRIA GROUP INC COM 02209S103 153,674 2,152,000 SH   SOLE 2,152,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 877 66,167 SH   SOLE 66,167 0 0
AMAZON COM INC COM 023135106 636,192 544,000 SH   SOLE 544,000 0 0
AMBEV SA SPONSORED ADR 02319V103 26,116 4,042,760 SH   SOLE 4,042,760 0 0
AMEREN CORP COM 023608102 5,250 89,000 SH   SOLE 89,000 0 0
AMERESCO INC CL A 02361E108 1,075 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 30,013 1,750,040 SH   SOLE 1,750,040 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,902 75,000 SH   SOLE 75,000 0 0
AMERICAN ASSETS TR INC COM 024013104 17,973 470,000 SH   SOLE 470,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,703 100,000 SH   SOLE 100,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 13,171 321,001 SH   SOLE 321,001 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,504 80,000 SH   SOLE 80,000 0 0
AMERICAN ELEC PWR INC COM 025537101 12,507 170,000 SH   SOLE 170,000 0 0
AMERICAN EXPRESS CO COM 025816109 39,724 400,000 SH   SOLE 400,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 3,631 166,250 SH   SOLE 166,250 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 85,914 1,442,000 SH   SOLE 1,442,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 79,682 558,500 SH   SOLE 558,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,372 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 79,143 467,000 SH   SOLE 467,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 13,314 145,000 SH   SOLE 145,000 0 0
AMGEN INC COM 031162100 68,057 391,355 SH   SOLE 391,355 0 0
ANADARKO PETE CORP COM 032511107 16,779 312,800 SH   SOLE 312,800 0 0
ANALOG DEVICES INC COM 032654105 61,431 690,000 SH   SOLE 690,000 0 0
ANAPTYSBIO INC COM 032724106 5,540 55,000 SH   SOLE 55,000 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 11,160 241,600 SH   SOLE 241,600 0 0
ANGIODYNAMICS INC COM 03475V101 1,081 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 5,461 37,000 SH   SOLE 37,000 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 2,053 104,100 SH   SOLE 104,100 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 4,324 148,900 SH   SOLE 148,900 0 0
ANTHEM INC COM 036752103 9,000 40,000 SH   SOLE 40,000 0 0
AON PLC SHS CL A G0408V102 33,500 250,000 SH   SOLE 250,000 0 0
APACHE CORP COM 037411105 71,639 1,696,800 SH   SOLE 1,696,800 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 9,180 210,000 SH   SOLE 210,000 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 1,882 96,000 SH   SOLE 96,000 0 0
APPLE INC COM 037833100 775,920 4,585,000 SH   SOLE 4,585,000 0 0
APPLIED MATLS INC COM 038222105 96,872 1,895,000 SH   SOLE 1,895,000 0 0
APTIV PLC SHS G6095L109 8,653 102,000 SH   SOLE 102,000 0 0
AQUA AMERICA INC COM 03836W103 2,942 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 2,497 289,000 SH   SOLE 289,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 30,731 338,556 SH   SOLE 338,556 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 7,456 186,026 SH   SOLE 186,026 0 0
ARCONIC INC COM 03965L100 10,628 390,000 SH   SOLE 390,000 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 411 39,700 SH   SOLE 39,700 0 0
ARES CAP CORP COM 04010L103 56,592 3,600,000 SH   SOLE 3,600,000 0 0
ARQULE INC COM 04269E107 178 108,040 SH   SOLE 108,040 0 0
ARRAY BIOPHARMA INC COM 04269X105 3,392 265,000 SH   SOLE 265,000 0 0
ARRIS INTL INC SHS G0551A103 7,707 300,000 SH   SOLE 300,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 681 70,000 SH   SOLE 70,000 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 942 140,000 SH   SOLE 140,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,019 30,500 SH   SOLE 30,500 0 0
ASTEC INDS INC COM 046224101 88,335 1,510,000 SH   SOLE 1,510,000 0 0
AT&T INC COM 00206R102 143,875 3,700,500 SH   SOLE 3,700,500 0 0
ATLANTICA YIELD PLC SHS G0751N103 440 20,766 SH   SOLE 20,766 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 52,785 900,000 SH   SOLE 900,000 0 0
ATMOS ENERGY CORP COM 049560105 2,147 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 778 186,900 SH   SOLE 186,900 0 0
AUDIOCODES LTD ORD M15342104 115 15,664 SH   SOLE 15,664 0 0
AUTODESK INC COM 052769106 8,690 82,900 SH   SOLE 82,900 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 761 11,764 SH   SOLE 11,764 0 0
AUTOZONE INC COM 053332102 498 700 SH   SOLE 700 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 345 42,090 SH   SOLE 42,090 0 0
AVALONBAY CMNTYS INC COM 053484101 22,480 126,000 SH   SOLE 126,000 0 0
AVEXIS INC COM 05366U100 1,660 15,000 SH   SOLE 15,000 0 0
AVON PRODS INC COM 054303102 13,760 6,400,000 SH   SOLE 6,400,000 0 0
AXALTA COATING SYS LTD COM G0750C108 2,103 65,000 SH   SOLE 65,000 0 0
AXON ENTERPRISE INC COM 05464C101 12,190 460,000 SH   SOLE 460,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 132 25,000 SH   SOLE 25,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 1,136 200,000 SH   SOLE 200,000 0 0
BAIDU INC SPON ADR REP A 056752108 63,764 272,249 SH   SOLE 272,249 0 0
BAKER HUGHES A GE CO CL A 05722G100 40,619 1,283,800 SH   SOLE 1,283,800 0 0
BALL CORP COM 058498106 7,570 200,000 SH   SOLE 200,000 0 0
BALLANTYNE STRONG INC COM 058516105 2,232 480,000 SH   SOLE 480,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 5,183 506,124 SH   SOLE 506,124 0 0
BANCO MACRO SA SPON ADR B 05961W105 10,106 87,211 SH   SOLE 87,211 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 10,670 341,202 SH   SOLE 341,202 0 0
BANK AMER CORP COM 060505104 372,956 12,634,000 SH   SOLE 12,634,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 59,201 1,099,167 SH   SOLE 1,099,167 0 0
BAOZUN INC SPONSORED ADR 06684L103 2,029 64,299 SH   SOLE 64,299 0 0
BB&T CORP COM 054937107 11,187 225,000 SH   SOLE 225,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 2,066 81,984 SH   SOLE 81,984 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 3,779 282,000 SH   SOLE 282,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 11,526 600,000 SH   SOLE 600,000 0 0
BECTON DICKINSON & CO COM 075887109 21,272 99,374 SH   SOLE 99,374 0 0
BED BATH & BEYOND INC COM 075896100 19,791 900,000 SH   SOLE 900,000 0 0
BEIGENE LTD SPONSORED ADR 07725L102 5,889 60,267 SH   SOLE 60,267 0 0
BEL FUSE INC CL B 077347300 2,140 85,000 SH   SOLE 85,000 0 0
BERKLEY W R CORP COM 084423102 5,224 72,905 SH   SOLE 72,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 28,272 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 178,398 900,000 SH   SOLE 900,000 0 0
BIOGEN INC COM 09062X103 69,603 218,485 SH   SOLE 218,485 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 1 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 1,503 25,000 SH   SOLE 25,000 0 0
BLACKROCK INC COM 09247X101 53,683 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 48,030 1,500,000 SH   SOLE 1,500,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 4,755 145,000 SH   SOLE 145,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 2,123 210,000 SH   SOLE 210,000 0 0
BMC STK HLDGS INC COM 05591B109 633 25,000 SH   SOLE 25,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 4,246 328,900 SH   SOLE 328,900 0 0
BOEING CO COM 097023105 100,269 340,000 SH   SOLE 340,000 0 0
BORGWARNER INC COM 099724106 6,386 125,000 SH   SOLE 125,000 0 0
BOSTON PROPERTIES INC COM 101121101 28,087 216,000 SH   SOLE 216,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 12,147 490,000 SH   SOLE 490,000 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 4,628 225,000 SH   SOLE 225,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 9,468 520,500 SH   SOLE 520,500 0 0
BRIGHTCOVE INC COM 10921T101 710 100,000 SH   SOLE 100,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 40,115 684,090 SH   SOLE 684,090 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 110,423 1,801,938 SH   SOLE 1,801,938 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 20,825 310,866 SH   SOLE 310,866 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 1,959 105,000 SH   SOLE 105,000 0 0
BROADCOM LTD SHS Y09827109 73,217 285,000 SH   SOLE 285,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,543 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 5,872 265,000 SH   SOLE 265,000 0 0
BSQUARE CORP COM NEW 11776U300 718 154,500 SH   SOLE 154,500 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 15,534 313,500 SH   SOLE 313,500 0 0
BURLINGTON STORES INC COM 122017106 18,147 147,500 SH   SOLE 147,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 6,654 110,000 SH   SOLE 110,000 0 0
CABOT OIL & GAS CORP COM 127097103 8,151 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,201 172,200 SH   SOLE 172,200 0 0
CAESARSTONE LTD ORD SHS M20598104 1,749 79,500 SH   SOLE 79,500 0 0
CALAVO GROWERS INC COM 128246105 42,200 500,000 SH   SOLE 500,000 0 0
CALGON CARBON CORP COM 129603106 10,650 500,000 SH   SOLE 500,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,134 25,000 SH   SOLE 25,000 0 0
CALPINE CORP COM NEW 131347304 983 65,000 SH   SOLE 65,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 5,878 131,400 SH   SOLE 131,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 53,773 540,000 SH   SOLE 540,000 0 0
CAPITAL SR LIVING CORP COM 140475104 2,563 190,000 SH   SOLE 190,000 0 0
CARDINAL HEALTH INC COM 14149Y108 14,092 230,000 SH   SOLE 230,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 355 15,000 SH   SOLE 15,000 0 0
CARLISLE COS INC COM 142339100 20,457 180,000 SH   SOLE 180,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 75,662 1,140,000 SH   SOLE 1,140,000 0 0
CARTER INC COM 146229109 2,937 25,000 SH   SOLE 25,000 0 0
CASEYS GEN STORES INC COM 147528103 33,582 300,000 SH   SOLE 300,000 0 0
CATERPILLAR INC DEL COM 149123101 33,880 215,000 SH   SOLE 215,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 2,367 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 7,081 163,500 SH   SOLE 163,500 0 0
CBS CORP NEW CL B 124857202 50,818 861,330 SH   SOLE 861,330 0 0
CELADON GROUP INC COM 150838100 64 10,000 SH   SOLE 10,000 0 0
CELCUITY INC COM 15102K100 1,137 60,000 SH   SOLE 60,000 0 0
CELGENE CORP COM 151020104 52,180 500,000 SH   SOLE 500,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 1,349 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 2,907 387,593 SH   SOLE 387,593 0 0
CENTENE CORP DEL COM 15135B101 1,569 15,550 SH   SOLE 15,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 3,715 131,000 SH   SOLE 131,000 0 0
CENTURY CMNTYS INC COM 156504300 381 12,245 SH   SOLE 12,245 0 0
CENTURYLINK INC COM 156700106 2,383 142,860 SH   SOLE 142,860 0 0
CERAGON NETWORKS LTD ORD M22013102 121 60,871 SH   SOLE 60,871 0 0
CERNER CORP COM 156782104 11,456 170,000 SH   SOLE 170,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,831 35,000 SH   SOLE 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 10,735 103,600 SH   SOLE 103,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 53,840 1,000,000 SH   SOLE 1,000,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 4,861 164,000 SH   SOLE 164,000 0 0
CHEVRON CORP NEW COM 166764100 109,404 873,900 SH   SOLE 873,900 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 3,874 240,000 SH   SOLE 240,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 32,895 650,879 SH   SOLE 650,879 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,492 19,000 SH   SOLE 19,000 0 0
CHUBB LIMITED COM H1467J104 41,371 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 4,199 118,489 SH   SOLE 118,489 0 0
CHURCH & DWIGHT INC COM 171340102 39,383 785,000 SH   SOLE 785,000 0 0
CIENA CORP COM NEW 171779309 21,349 1,020,000 SH   SOLE 1,020,000 0 0
CIGNA CORPORATION COM 125509109 25,829 127,182 SH   SOLE 127,182 0 0
CIMAREX ENERGY CO COM 171798101 4,928 40,394 SH   SOLE 40,394 0 0
CINEMARK HOLDINGS INC COM 17243V102 9,750 280,000 SH   SOLE 280,000 0 0
CISCO SYS INC COM 17275R102 151,860 3,965,000 SH   SOLE 3,965,000 0 0
CITIGROUP INC COM NEW 172967424 214,375 2,881,000 SH   SOLE 2,881,000 0 0
CITIZENS FINL GROUP INC COM 174610105 8,396 200,000 SH   SOLE 200,000 0 0
CITRIX SYS INC COM 177376100 4,338 49,300 SH   SOLE 49,300 0 0
CITY OFFICE REIT INC COM 178587101 4,878 375,000 SH   SOLE 375,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 2,030 1,000,000 SH   SOLE 1,000,000 0 0
CLIPPER RLTY INC COM 18885T306 874 87,500 SH   SOLE 87,500 0 0
CLOROX CO DEL COM 189054109 6,991 47,000 SH   SOLE 47,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 2,720 40,000 SH   SOLE 40,000 0 0
CME GROUP INC COM CL A 12572Q105 26,289 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 6,859 145,000 SH   SOLE 145,000 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,463 100,000 SH   SOLE 100,000 0 0
COCA COLA CO COM 191216100 88,090 1,920,000 SH   SOLE 1,920,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 7,004 175,763 SH   SOLE 175,763 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 22,650 500,000 SH   SOLE 500,000 0 0
COLGATE PALMOLIVE CO COM 194162103 75,752 1,004,000 SH   SOLE 1,004,000 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 5,259 460,885 SH   SOLE 460,885 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 884 38,500 SH   SOLE 38,500 0 0
COMCAST CORP NEW CL A 20030N101 142,178 3,550,000 SH   SOLE 3,550,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,145 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 9,175 326,500 SH   SOLE 326,500 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,493 106,058 SH   SOLE 106,058 0 0
CONAGRA BRANDS INC COM 205887102 6,310 167,500 SH   SOLE 167,500 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 1,035 40,000 SH   SOLE 40,000 0 0
CONOCOPHILLIPS COM 20825C104 134,870 2,457,100 SH   SOLE 2,457,100 0 0
CONSOL ENERGY INC NEW COM 20854L108 494 12,500 SH   SOLE 12,500 0 0
CONSOLIDATED EDISON INC COM 209115104 4,927 58,000 SH   SOLE 58,000 0 0
CONTROL4 CORP COM 21240D107 16,666 560,000 SH   SOLE 560,000 0 0
COPA HOLDINGS SA CL A P31076105 8,629 64,370 SH   SOLE 64,370 0 0
CORE MARK HOLDING CO INC COM 218681104 26,527 840,000 SH   SOLE 840,000 0 0
CORECIVIC INC COM 21871N101 13,500 600,000 SH   SOLE 600,000 0 0
CORNING INC COM 219350105 13,762 430,200 SH   SOLE 430,200 0 0
COSTAMARE INC SHS Y1771G102 88 15,200 SH   SOLE 15,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 33,874 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 3,521 177,000 SH   SOLE 177,000 0 0
COUPA SOFTWARE INC COM 22266L106 390 12,500 SH   SOLE 12,500 0 0
COVANTA HLDG CORP COM 22282E102 3,380 200,000 SH   SOLE 200,000 0 0
CRAY INC COM NEW 225223304 35,695 1,475,000 SH   SOLE 1,475,000 0 0
CREDICORP LTD COM G2519Y108 33,516 161,576 SH   SOLE 161,576 0 0
CROCS INC COM 227046109 758 60,000 SH   SOLE 60,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 83,535 752,500 SH   SOLE 752,500 0 0
CROWN HOLDINGS INC COM 228368106 2,813 50,000 SH   SOLE 50,000 0 0
CSRA INC COM 12650T104 1,496 50,000 SH   SOLE 50,000 0 0
CSX CORP COM 126408103 2,751 50,000 SH   SOLE 50,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,191 185,746 SH   SOLE 185,746 0 0
CUBESMART COM 229663109 23,772 822,000 SH   SOLE 822,000 0 0
CUBIC CORP COM 229669106 55,119 935,000 SH   SOLE 935,000 0 0
CUMMINS INC COM 231021106 8,832 50,000 SH   SOLE 50,000 0 0
CVS HEALTH CORP COM 126650100 42,408 584,943 SH   SOLE 584,943 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 27,436 1,800,250 SH   SOLE 1,800,250 0 0
CYRUSONE INC COM 23283R100 17,800 299,000 SH   SOLE 299,000 0 0
CYS INVTS INC COM 12673A108 803 100,000 SH   SOLE 100,000 0 0
D R HORTON INC COM 23331A109 1,685 33,000 SH   SOLE 33,000 0 0
DANA INCORPORATED COM 235825205 4,802 150,000 SH   SOLE 150,000 0 0
DANAHER CORP DEL COM 235851102 14,851 160,000 SH   SOLE 160,000 0 0
DARDEN RESTAURANTS INC COM 237194105 3,841 40,000 SH   SOLE 40,000 0 0
DASEKE INC COM 23753F107 7,860 550,000 SH   SOLE 550,000 0 0
DATAWATCH CORP COM NEW 237917208 2,850 300,000 SH   SOLE 300,000 0 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 911 15,500 SH   SOLE 15,500 0 0
DDR CORP COM 23317H102 4,121 460,000 SH   SOLE 460,000 0 0
DEERE & CO COM 244199105 3,130 20,000 SH   SOLE 20,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 5,345 65,761 SH   SOLE 65,761 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 1,784 34,000 SH   SOLE 34,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 43,400 775,000 SH   SOLE 775,000 0 0
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DENTSPLY SIRONA INC COM 24906P109 7,570 115,000 SH   SOLE 115,000 0 0
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DIANA SHIPPING INC COM Y2066G104 158 38,700 SH   SOLE 38,700 0 0
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DIGI INTL INC COM 253798102 1,385 145,000 SH   SOLE 145,000 0 0
DISCOVER FINL SVCS COM 254709108 25,961 337,500 SH   SOLE 337,500 0 0
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DISH NETWORK CORP CL A 25470M109 54,913 1,150,000 SH   SOLE 1,150,000 0 0
DISNEY WALT CO COM DISNEY 254687106 263,400 2,450,000 SH   SOLE 2,450,000 0 0
DOLLAR GEN CORP NEW COM 256677105 14,138 152,000 SH   SOLE 152,000 0 0
DOLLAR TREE INC COM 256746108 12,985 121,000 SH   SOLE 121,000 0 0
DOMINION ENERGY INC COM 25746U109 63,632 785,000 SH   SOLE 785,000 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 3,995 131,200 SH   SOLE 131,200 0 0
DOUGLAS EMMETT INC COM 25960P109 6,016 146,500 SH   SOLE 146,500 0 0
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DOWDUPONT INC COM 26078J100 131,401 1,845,000 SH   SOLE 1,845,000 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 9,706 100,000 SH   SOLE 100,000 0 0
DR REDDYS LABS LTD ADR 256135203 248 6,600 SH   SOLE 6,600 0 0
DTE ENERGY CO COM 233331107 5,473 50,000 SH   SOLE 50,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 22,794 271,000 SH   SOLE 271,000 0 0
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DXC TECHNOLOGY CO COM 23355L106 8,080 85,142 SH   SOLE 85,142 0 0
DYNEGY INC NEW DEL COM 26817R108 1,185 100,000 SH   SOLE 100,000 0 0
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EASTMAN CHEM CO COM 277432100 1,853 20,000 SH   SOLE 20,000 0 0
EATON CORP PLC SHS G29183103 11,061 140,000 SH   SOLE 140,000 0 0
EBAY INC COM 278642103 17,360 460,000 SH   SOLE 460,000 0 0
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ECOLAB INC COM 278865100 28,178 210,000 SH   SOLE 210,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 1,722 29,000 SH   SOLE 29,000 0 0
EDISON INTL COM 281020107 10,435 165,000 SH   SOLE 165,000 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 4,016 115,000 SH   SOLE 115,000 0 0
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ELECTRONIC ARTS INC COM 285512109 13,983 133,099 SH   SOLE 133,099 0 0
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EMERSON ELEC CO COM 291011104 9,757 140,000 SH   SOLE 140,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,328 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 4,984 350,500 SH   SOLE 350,500 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 2,457 177,900 SH   SOLE 177,900 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 2,709 242,565 SH   SOLE 242,565 0 0
ENEL CHILE S A SPONSORED ADR 29278D105 100 17,600 SH   SOLE 17,600 0 0
ENERGEN CORP COM 29265N108 2,591 45,000 SH   SOLE 45,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,391 29,000 SH   SOLE 29,000 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 22,589 1,260,550 SH   SOLE 1,260,550 0 0
ENSCO PLC SHS CLASS A G3157S106 1,566 265,000 SH   SOLE 265,000 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 5,465 506,038 SH   SOLE 506,038 0 0
ENTERGY CORP NEW COM 29364G103 5,697 70,000 SH   SOLE 70,000 0 0
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EOG RES INC COM 26875P101 28,057 260,000 SH   SOLE 260,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 91,320 1,395,050 SH   SOLE 1,395,050 0 0
EQT CORP COM 26884L109 5,692 100,000 SH   SOLE 100,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 10,636 145,500 SH   SOLE 145,500 0 0
EQUINIX INC COM PAR $0.001 29444U700 21,220 46,820 SH   SOLE 46,820 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 6,712 220,000 SH   SOLE 220,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,944 78,000 SH   SOLE 78,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 4,875 76,450 SH   SOLE 76,450 0 0
EROS INTL PLC SHS NEW G3788M114 22,484 2,329,990 SH   SOLE 2,329,990 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 2,428 36,875 SH   SOLE 36,875 0 0
ESSEX PPTY TR INC COM 297178105 35,714 147,961 SH   SOLE 147,961 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 13,446 180,000 SH   SOLE 180,000 0 0
EVEREST RE GROUP LTD COM G3223R108 15,488 70,000 SH   SOLE 70,000 0 0
EVERSOURCE ENERGY COM 30040W108 6,634 105,000 SH   SOLE 105,000 0 0
EXELON CORP COM 30161N101 17,143 435,000 SH   SOLE 435,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,732 50,000 SH   SOLE 50,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 21,928 250,750 SH   SOLE 250,750 0 0
EXXON MOBIL CORP COM 30231G102 364,612 4,359,300 SH   SOLE 4,359,300 0 0
F M C CORP COM NEW 302491303 1,799 19,000 SH   SOLE 19,000 0 0
FACEBOOK INC CL A 30303M102 476,442 2,700,000 SH   SOLE 2,700,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 7,743 58,300 SH   SOLE 58,300 0 0
FEDEX CORP COM 31428X106 62,385 250,000 SH   SOLE 250,000 0 0
FIBROGEN INC COM 31572Q808 837 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,017 159,600 SH   SOLE 159,600 0 0
FINANCIAL ENGINES INC COM 317485100 2,275 75,087 SH   SOLE 75,087 0 0
FINISAR CORP COM NEW 31787A507 30,220 1,485,000 SH   SOLE 1,485,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 33,420 2,000,000 SH   SOLE 2,000,000 0 0
FIRSTENERGY CORP COM 337932107 34,907 1,140,000 SH   SOLE 1,140,000 0 0
FIVE BELOW INC COM 33829M101 13,032 196,500 SH   SOLE 196,500 0 0
FLEX LTD ORD Y2573F102 4,145 230,384 SH   SOLE 230,384 0 0
FLOWERS FOODS INC COM 343498101 3,934 203,750 SH   SOLE 203,750 0 0
FLOWSERVE CORP COM 34354P105 6,530 155,000 SH   SOLE 155,000 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 1,364 127,500 SH   SOLE 127,500 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 18,434 196,328 SH   SOLE 196,328 0 0
FOOT LOCKER INC COM 344849104 1,641 35,000 SH   SOLE 35,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 22,482 1,800,000 SH   SOLE 1,800,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 12,941 536,980 SH   SOLE 536,980 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,027 15,000 SH   SOLE 15,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 6,586 256,274 SH   SOLE 256,274 0 0
FREEPORT-MCMORAN INC CL B 35671D857 63,516 3,350,000 SH   SOLE 3,350,000 0 0
FS INVT CORP COM 302635107 13,598 1,850,000 SH   SOLE 1,850,000 0 0
GARTNER INC COM 366651107 4,286 34,800 SH   SOLE 34,800 0 0
GASLOG LTD SHS G37585109 296 13,300 SH   SOLE 13,300 0 0
GAZIT GLOBE LTD SHS M4793C102 3,843 362,500 SH   SOLE 362,500 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 451 20,000 SH   SOLE 20,000 0 0
GENERAL DYNAMICS CORP COM 369550108 125,773 618,200 SH   SOLE 618,200 0 0
GENERAL ELECTRIC CO COM 369604103 124,331 7,125,000 SH   SOLE 7,125,000 0 0
GENERAL MLS INC COM 370334104 17,889 301,720 SH   SOLE 301,720 0 0
GENERAL MTRS CO COM 37045V100 80,545 1,965,000 SH   SOLE 1,965,000 0 0
GENESEE & WYO INC CL A 371559105 11,416 145,000 SH   SOLE 145,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 4,453 199,226 SH   SOLE 199,226 0 0
GENPACT LIMITED SHS G3922B107 4,124 129,940 SH   SOLE 129,940 0 0
GENWORTH FINL INC COM CL A 37247D106 13,995 4,500,000 SH   SOLE 4,500,000 0 0
GERON CORP COM 374163103 1,566 870,000 SH   SOLE 870,000 0 0
GGP INC COM 36174X101 25,321 1,082,575 SH   SOLE 1,082,575 0 0
G-III APPAREL GROUP LTD COM 36237H101 6,898 187,000 SH   SOLE 187,000 0 0
GILEAD SCIENCES INC COM 375558103 112,117 1,565,000 SH   SOLE 1,565,000 0 0
GLADSTONE LD CORP COM 376549101 4,029 300,000 SH   SOLE 300,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 2,747 335,000 SH   SOLE 335,000 0 0
GLOBAL PMTS INC COM 37940X102 9,162 91,400 SH   SOLE 91,400 0 0
GLOBANT S A COM L44385109 3,035 65,334 SH   SOLE 65,334 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 1,560 68,400 SH   SOLE 68,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 97,446 382,500 SH   SOLE 382,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 8,078 250,000 SH   SOLE 250,000 0 0
GRAMERCY PPTY TR COM NEW 385002308 13,097 491,273 SH   SOLE 491,273 0 0
GRANITE CONSTR INC COM 387328107 12,686 200,000 SH   SOLE 200,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 773 50,000 SH   SOLE 50,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 3,224 100,000 SH   SOLE 100,000 0 0
GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 4,841 258,895 SH   SOLE 258,895 0 0
GREIF INC CL B 397624206 4,300 62,000 SH   SOLE 62,000 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 6,847 103,977 SH   SOLE 103,977 0 0
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GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,901 101,800 SH   SOLE 101,800 0 0
GSV CAP CORP COM 36191J101 8,720 1,600,000 SH   SOLE 1,600,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 72,063 1,700,000 SH   SOLE 1,700,000 0 0
HALLIBURTON CO COM 406216101 19,934 407,900 SH   SOLE 407,900 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 5,166 255,000 SH   SOLE 255,000 0 0
HALYARD HEALTH INC COM 40650V100 854 18,500 SH   SOLE 18,500 0 0
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HARLEY DAVIDSON INC COM 412822108 35,616 700,000 SH   SOLE 700,000 0 0
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HARSCO CORP COM 415864107 18,277 980,000 SH   SOLE 980,000 0 0
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HASBRO INC COM 418056107 18,178 200,000 SH   SOLE 200,000 0 0
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HCP INC COM 40414L109 3,651 140,000 SH   SOLE 140,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 64,048 1,600,000 SH   SOLE 1,600,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 69,583 684,400 SH   SOLE 684,400 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 8,396 279,500 SH   SOLE 279,500 0 0
HECLA MNG CO COM 422704106 38,509 9,700,000 SH   SOLE 9,700,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,206 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 6,076 94,000 SH   SOLE 94,000 0 0
HESS CORP COM 42809H107 7,358 155,000 SH   SOLE 155,000 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 6,420 324,100 SH   SOLE 324,100 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 13,642 950,000 SH   SOLE 950,000 0 0
HEXCEL CORP NEW COM 428291108 5,257 85,000 SH   SOLE 85,000 0 0
HFF INC CL A 40418F108 2,043 42,000 SH   SOLE 42,000 0 0
HIGHWOODS PPTYS INC COM 431284108 1,273 25,000 SH   SOLE 25,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 4,703 112,100 SH   SOLE 112,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 27,485 344,166 SH   SOLE 344,166 0 0
HOLLYFRONTIER CORP COM 436106108 4,241 82,800 SH   SOLE 82,800 0 0
HOLOGIC INC COM 436440101 5,181 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 275,576 1,454,000 SH   SOLE 1,454,000 0 0
HONEYWELL INTL INC COM 438516106 57,510 375,000 SH   SOLE 375,000 0 0
HORTONWORKS INC COM 440894103 5,832 290,000 SH   SOLE 290,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,638 82,500 SH   SOLE 82,500 0 0
HOWARD HUGHES CORP COM 44267D107 29,300 223,204 SH   SOLE 223,204 0 0
HP INC COM 40434L105 24,657 1,173,600 SH   SOLE 1,173,600 0 0
HUDSON PAC PPTYS INC COM 444097109 14,573 425,500 SH   SOLE 425,500 0 0
HUMANA INC COM 444859102 55,816 225,000 SH   SOLE 225,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 37,712 160,000 SH   SOLE 160,000 0 0
IAC INTERACTIVECORP COM 44919P508 8,560 70,000 SH   SOLE 70,000 0 0
ICICI BK LTD ADR 45104G104 9,900 1,017,502 SH   SOLE 1,017,502 0 0
IDACORP INC COM 451107106 1,279 14,000 SH   SOLE 14,000 0 0
ILG INC COM 44967H101 4,557 160,000 SH   SOLE 160,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 20,022 120,000 SH   SOLE 120,000 0 0
ILLUMINA INC COM 452327109 40,421 185,000 SH   SOLE 185,000 0 0
INCYTE CORP COM 45337C102 11,839 125,000 SH   SOLE 125,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 9,668 958,100 SH   SOLE 958,100 0 0
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INFOSYS LTD SPONSORED ADR 456788108 20,232 1,247,372 SH   SOLE 1,247,372 0 0
INGERSOLL-RAND PLC SHS G47791101 9,811 110,000 SH   SOLE 110,000 0 0
INGEVITY CORP COM 45688C107 1,057 15,000 SH   SOLE 15,000 0 0
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INTEGER HLDGS CORP COM 45826H109 5,436 120,000 SH   SOLE 120,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 13,824 465,000 SH   SOLE 465,000 0 0
INTEL CORP COM 458140100 145,404 3,150,000 SH   SOLE 3,150,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 131,757 858,800 SH   SOLE 858,800 0 0
INTERXION HOLDING N.V SHS N47279109 589 10,000 SH   SOLE 10,000 0 0
INTL PAPER CO COM 460146103 10,719 185,000 SH   SOLE 185,000 0 0
INTUIT COM 461202103 16,804 106,500 SH   SOLE 106,500 0 0
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IONIS PHARMACEUTICALS INC COM 462222100 5,030 100,000 SH   SOLE 100,000 0 0
IQVIA HLDGS INC COM 46266C105 1,880 19,200 SH   SOLE 19,200 0 0
IRON MTN INC NEW COM 46284V101 943 25,000 SH   SOLE 25,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 75,060 6,000,000 SH   SOLE 6,000,000 0 0
ISHARES INC CORE MSCI EMKT 46434G103 139,576 2,453,000 SH   SOLE 2,453,000 0 0
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ISHARES INC MSCI RUSSIA ETF 46434G798 30,111 898,282 SH   SOLE 898,282 0 0
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ISHARES TR IBOXX HI YD ETF 464288513 1,518 17,400 SH   SOLE 17,400 0 0
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ISHARES TR CORE MSCI EURO 46434V738 202,095 4,028,205 SH   SOLE 4,028,205 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 17,017 1,309,110 SH   SOLE 1,309,110 0 0
JAKKS PAC INC COM 47012E106 353 150,000 SH   SOLE 150,000 0 0
JBG SMITH PPTYS COM 46590V100 1,732 49,850 SH   SOLE 49,850 0 0
JD COM INC SPON ADR CL A 47215P106 27,995 675,924 SH   SOLE 675,924 0 0
JELD-WEN HLDG INC COM 47580P103 3,287 83,500 SH   SOLE 83,500 0 0
JERNIGAN CAP INC COM 476405105 665 35,000 SH   SOLE 35,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 34,627 1,550,000 SH   SOLE 1,550,000 0 0
JOHNSON & JOHNSON COM 478160104 418,461 2,995,000 SH   SOLE 2,995,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 21,913 575,000 SH   SOLE 575,000 0 0
JPMORGAN CHASE & CO COM 46625H100 455,885 4,263,000 SH   SOLE 4,263,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 31,577 300,100 SH   SOLE 300,100 0 0
KAR AUCTION SVCS INC COM 48238T109 4,990 98,800 SH   SOLE 98,800 0 0
KBR INC COM 48242W106 40,652 2,050,000 SH   SOLE 2,050,000 0 0
KELLOGG CO COM 487836108 8,837 130,000 SH   SOLE 130,000 0 0
KEYCORP NEW COM 493267108 48,408 2,400,000 SH   SOLE 2,400,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,056 97,500 SH   SOLE 97,500 0 0
KILROY RLTY CORP COM 49427F108 11,402 152,750 SH   SOLE 152,750 0 0
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KIMCO RLTY CORP COM 49446R109 12,269 676,000 SH   SOLE 676,000 0 0
KINDER MORGAN INC DEL COM 49456B101 81,315 4,500,000 SH   SOLE 4,500,000 0 0
KLA-TENCOR CORP COM 482480100 14,184 135,000 SH   SOLE 135,000 0 0
KLX INC COM 482539103 12,797 187,500 SH   SOLE 187,500 0 0
KOPPERS HOLDINGS INC COM 50060P106 44,792 880,000 SH   SOLE 880,000 0 0
KORN FERRY INTL COM NEW 500643200 2,301 55,600 SH   SOLE 55,600 0 0
KRAFT HEINZ CO COM 500754106 10,839 139,387 SH   SOLE 139,387 0 0
KROGER CO COM 501044101 12,737 464,000 SH   SOLE 464,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 27,742 1,140,000 SH   SOLE 1,140,000 0 0
L BRANDS INC COM 501797104 3,523 58,500 SH   SOLE 58,500 0 0
L3 TECHNOLOGIES INC COM 502413107 93,979 475,000 SH   SOLE 475,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 23,607 148,000 SH   SOLE 148,000 0 0
LAM RESEARCH CORP COM 512807108 46,018 250,000 SH   SOLE 250,000 0 0
LAMB WESTON HLDGS INC COM 513272104 3,152 55,833 SH   SOLE 55,833 0 0
LAS VEGAS SANDS CORP COM 517834107 13,898 200,000 SH   SOLE 200,000 0 0
LAUDER ESTEE COS INC CL A 518439104 17,941 141,000 SH   SOLE 141,000 0 0
LCI INDS COM 50189K103 28,600 220,000 SH   SOLE 220,000 0 0
LEGG MASON INC COM 524901105 53,734 1,280,000 SH   SOLE 1,280,000 0 0
LENNAR CORP CL B 526057302 2,230 43,150 SH   SOLE 43,150 0 0
LGI HOMES INC COM 50187T106 16,882 225,000 SH   SOLE 225,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 40,824 480,000 SH   SOLE 480,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 1,745 87,739 SH   SOLE 87,739 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,966 100,000 SH   SOLE 100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 854 25,000 SH   SOLE 25,000 0 0
LIFEPOINT HEALTH INC COM 53219L109 4,789 96,164 SH   SOLE 96,164 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 19,170 140,000 SH   SOLE 140,000 0 0
LILLY ELI & CO COM 532457108 166,597 1,972,496 SH   SOLE 1,972,496 0 0
LIMBACH HLDGS INC COM 53263P105 8,907 644,000 SH   SOLE 644,000 0 0
LIMONEIRA CO COM 532746104 4,838 216,000 SH   SOLE 216,000 0 0
LINCOLN NATL CORP IND COM 534187109 90,630 1,179,000 SH   SOLE 1,179,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 5,410 160,000 SH   SOLE 160,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 14,600 460,000 SH   SOLE 460,000 0 0
LITHIA MTRS INC CL A 536797103 3,896 34,300 SH   SOLE 34,300 0 0
LKQ CORP COM 501889208 8,459 208,000 SH   SOLE 208,000 0 0
LOCKHEED MARTIN CORP COM 539830109 104,341 325,000 SH   SOLE 325,000 0 0
LOGMEIN INC COM 54142L109 1,466 12,802 SH   SOLE 12,802 0 0
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LYON WILLIAM HOMES CL A NEW 552074700 1,745 60,000 SH   SOLE 60,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,516 50,000 SH   SOLE 50,000 0 0
MACK CALI RLTY CORP COM 554489104 1,401 65,000 SH   SOLE 65,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 24,568 755,000 SH   SOLE 755,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 25,038 390,000 SH   SOLE 390,000 0 0
MACYS INC COM 55616P104 995 39,500 SH   SOLE 39,500 0 0
MADDEN STEVEN LTD COM 556269108 1,961 42,000 SH   SOLE 42,000 0 0
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MALLINCKRODT PUB LTD CO SHS G5785G107 14,438 640,000 SH   SOLE 640,000 0 0
MANPOWERGROUP INC COM 56418H100 6,444 51,100 SH   SOLE 51,100 0 0
MARATHON OIL CORP COM 565849106 8,077 477,100 SH   SOLE 477,100 0 0
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MARRIOTT INTL INC NEW CL A 571903202 16,097 118,600 SH   SOLE 118,600 0 0
MARSH & MCLENNAN COS INC COM 571748102 34,265 421,000 SH   SOLE 421,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 106,099 480,000 SH   SOLE 480,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,221 150,000 SH   SOLE 150,000 0 0
MASTEC INC COM 576323109 17,377 355,000 SH   SOLE 355,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 98,142 648,400 SH   SOLE 648,400 0 0
MCCORMICK & CO INC COM NON VTG 579780206 12,229 120,000 SH   SOLE 120,000 0 0
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MDU RES GROUP INC COM 552690109 2,688 100,000 SH   SOLE 100,000 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 6,684 485,000 SH   SOLE 485,000 0 0
MEDTRONIC PLC SHS G5960L103 109,318 1,353,780 SH   SOLE 1,353,780 0 0
MERCADOLIBRE INC COM 58733R102 18,261 58,034 SH   SOLE 58,034 0 0
MERCANTILE BANK CORP COM 587376104 1,674 47,339 SH   SOLE 47,339 0 0
MERCK & CO INC COM 58933Y105 214,951 3,820,000 SH   SOLE 3,820,000 0 0
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METLIFE INC COM 59156R108 70,026 1,385,000 SH   SOLE 1,385,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,856 98,000 SH   SOLE 98,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 36,729 1,100,000 SH   SOLE 1,100,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 10,072 160,000 SH   SOLE 160,000 0 0
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 2,768 82,395 SH   SOLE 82,395 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 21,531 245,000 SH   SOLE 245,000 0 0
MICRON TECHNOLOGY INC COM 595112103 80,801 1,965,000 SH   SOLE 1,965,000 0 0
MICROSEMI CORP COM 595137100 13,429 260,000 SH   SOLE 260,000 0 0
MICROSOFT CORP COM 594918104 759,809 8,882,500 SH   SOLE 8,882,500 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,510 11,500 SH   SOLE 11,500 0 0
MID AMER APT CMNTYS INC COM 59522J103 11,298 112,350 SH   SOLE 112,350 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 1,773 173,917 SH   SOLE 173,917 0 0
MOHAWK INDS INC COM 608190104 18,278 66,250 SH   SOLE 66,250 0 0
MOLSON COORS BREWING CO CL B 60871R209 49,242 600,000 SH   SOLE 600,000 0 0
MOMO INC ADR 60879B107 640 26,129 SH   SOLE 26,129 0 0
MONDELEZ INTL INC CL A 609207105 45,503 1,063,163 SH   SOLE 1,063,163 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 1,602 90,000 SH   SOLE 90,000 0 0
MONSANTO CO NEW COM 61166W101 33,866 290,000 SH   SOLE 290,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 27,848 440,000 SH   SOLE 440,000 0 0
MORGAN STANLEY COM NEW 617446448 86,576 1,650,000 SH   SOLE 1,650,000 0 0
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MOSAIC CO NEW COM 61945C103 257 10,000 SH   SOLE 10,000 0 0
MOTORCAR PTS AMER INC COM 620071100 4,373 175,000 SH   SOLE 175,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 26,805 755,700 SH   SOLE 755,700 0 0
MSA SAFETY INC COM 553498106 13,178 170,000 SH   SOLE 170,000 0 0
MSCI INC COM 55354G100 5,277 41,700 SH   SOLE 41,700 0 0
MSG NETWORK INC CL A 553573106 5,670 280,000 SH   SOLE 280,000 0 0
MURPHY OIL CORP COM 626717102 4,881 157,200 SH   SOLE 157,200 0 0
MYLAN N V SHS EURO N59465109 8,388 198,255 SH   SOLE 198,255 0 0
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NASDAQ INC COM 631103108 1,690 22,000 SH   SOLE 22,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 13,583 1,980,000 SH   SOLE 1,980,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 2,855 52,000 SH   SOLE 52,000 0 0
NATIONAL INSTRS CORP COM 636518102 3,859 92,700 SH   SOLE 92,700 0 0
NATIONAL OILWELL VARCO INC COM 637071101 7,564 210,000 SH   SOLE 210,000 0 0
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NCR CORP NEW COM 62886E108 37,389 1,100,000 SH   SOLE 1,100,000 0 0
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NETEASE INC SPONSORED ADR 64110W102 39,872 115,550 SH   SOLE 115,550 0 0
NETFLIX INC COM 64110L106 38,392 200,000 SH   SOLE 200,000 0 0
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NEW HOME CO INC COM 645370107 689 55,000 SH   SOLE 55,000 0 0
NEW JERSEY RES COM 646025106 1,407 35,000 SH   SOLE 35,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 15,757 167,647 SH   SOLE 167,647 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 5,194 290,500 SH   SOLE 290,500 0 0
NEW SR INVT GROUP INC COM 648691103 1,701 225,000 SH   SOLE 225,000 0 0
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NEWS CORP NEW CL A 65249B109 3,647 225,000 SH   SOLE 225,000 0 0
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NIC INC COM 62914B100 5,101 307,300 SH   SOLE 307,300 0 0
NIKE INC CL B 654106103 21,767 348,000 SH   SOLE 348,000 0 0
NISOURCE INC COM 65473P105 3,979 155,000 SH   SOLE 155,000 0 0
NOBLE CORP PLC SHS USD G65431101 1,311 290,000 SH   SOLE 290,000 0 0
NOBLE ENERGY INC COM 655044105 5,915 203,000 SH   SOLE 203,000 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 4,145 82,900 SH   SOLE 82,900 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,767 26,000 SH   SOLE 26,000 0 0
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NORTHROP GRUMMAN CORP COM 666807102 27,622 90,000 SH   SOLE 90,000 0 0
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NRG ENERGY INC COM NEW 629377508 37,024 1,300,000 SH   SOLE 1,300,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 19,620 1,200,000 SH   SOLE 1,200,000 0 0
NUTANIX INC CL A 67059N108 12,084 342,500 SH   SOLE 342,500 0 0
NUTRI SYS INC NEW COM 67069D108 1,841 35,000 SH   SOLE 35,000 0 0
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NVE CORP COM NEW 629445206 1,720 20,000 SH   SOLE 20,000 0 0
NVIDIA CORP COM 67066G104 95,783 495,000 SH   SOLE 495,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 30,268 258,500 SH   SOLE 258,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 10,391 43,200 SH   SOLE 43,200 0 0
OASIS MIDSTREAM PARTNERS LP COM UNITS REPS 67420T206 3,680 211,000 SH   SOLE 211,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 25,369 344,400 SH   SOLE 344,400 0 0
OCEANEERING INTL INC COM 675232102 9,957 471,000 SH   SOLE 471,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 4,750 1,900,000 SH   SOLE 1,900,000 0 0
OCLARO INC COM NEW 67555N206 8,762 1,300,000 SH   SOLE 1,300,000 0 0
OGE ENERGY CORP COM 670837103 2,337 71,000 SH   SOLE 71,000 0 0
OKTA INC CL A 679295105 1,825 71,250 SH   SOLE 71,250 0 0
OLD DOMINION FGHT LINES INC COM 679580100 3,289 25,000 SH   SOLE 25,000 0 0
OLIN CORP COM PAR $1 680665205 7,116 200,000 SH   SOLE 200,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 7,482 140,500 SH   SOLE 140,500 0 0
OMNICOM GROUP INC COM 681919106 10,196 140,000 SH   SOLE 140,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 25,128 1,200,000 SH   SOLE 1,200,000 0 0
ONEOK INC NEW COM 682680103 61,539 1,151,329 SH   SOLE 1,151,329 0 0
ORACLE CORP COM 68389X105 94,834 2,005,800 SH   SOLE 2,005,800 0 0
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ORBOTECH LTD ORD M75253100 1,921 38,234 SH   SOLE 38,234 0 0
OSI SYSTEMS INC COM 671044105 27,174 422,100 SH   SOLE 422,100 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 17,297 536,833 SH   SOLE 536,833 0 0
PALO ALTO NETWORKS INC COM 697435105 41,308 285,000 SH   SOLE 285,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 4,644 69,024 SH   SOLE 69,024 0 0
PANDORA MEDIA INC COM 698354107 7,712 1,600,000 SH   SOLE 1,600,000 0 0
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PARK HOTELS RESORTS INC COM 700517105 6,225 216,520 SH   SOLE 216,520 0 0
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PAYPAL HLDGS INC COM 70450Y103 74,349 1,009,900 SH   SOLE 1,009,900 0 0
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PENSKE AUTOMOTIVE GRP INC COM 70959W103 7,405 154,750 SH   SOLE 154,750 0 0
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PETROQUEST ENERGY INC COM NEW 716748306 50 26,291 SH   SOLE 26,291 0 0
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PIER 1 IMPORTS INC COM 720279108 745 180,000 SH   SOLE 180,000 0 0
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PLDT INC SPONSORED ADR 69344D408 7,288 242,266 SH   SOLE 242,266 0 0
PLUG POWER INC COM NEW 72919P202 10,384 4,400,000 SH   SOLE 4,400,000 0 0
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PTC INC COM 69370C100 31,527 518,800 SH   SOLE 518,800 0 0
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PUMA BIOTECHNOLOGY INC COM 74587V107 2,554 25,833 SH   SOLE 25,833 0 0
PVH CORP COM 693656100 5,694 41,500 SH   SOLE 41,500 0 0
QEP RES INC COM 74733V100 1,531 160,000 SH   SOLE 160,000 0 0
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QUALCOMM INC COM 747525103 95,710 1,495,000 SH   SOLE 1,495,000 0 0
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QUEST DIAGNOSTICS INC COM 74834L100 1,477 15,000 SH   SOLE 15,000 0 0
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RAYTHEON CO COM NEW 755111507 70,444 375,000 SH   SOLE 375,000 0 0
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RH COM 74967X103 1,983 23,000 SH   SOLE 23,000 0 0
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SEQUENTIAL BRNDS GROUP INC N COM 81734P107 3,037 1,706,200 SH   SOLE 1,706,200 0 0
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SMUCKER J M CO COM NEW 832696405 8,020 64,556 SH   SOLE 64,556 0 0
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SPDR GOLD TRUST GOLD SHS 78463V107 76,280 616,900 SH   SOLE 616,900 0 0
SPECTRA ENERGY PARTNERS LP COM 84756N109 7,544 190,800 SH   SOLE 190,800 0 0
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STATE STR CORP COM 857477103 27,331 280,000 SH   SOLE 280,000 0 0
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STERICYCLE INC COM 858912108 9,519 140,000 SH   SOLE 140,000 0 0
STIFEL FINL CORP COM 860630102 21,442 360,000 SH   SOLE 360,000 0 0
STRYKER CORP COM 863667101 6,968 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 822 548,000 SH   SOLE 548,000 0 0
SUMMIT HOTEL PPTYS INC COM 866082100 1,447 95,000 SH   SOLE 95,000 0 0
SUMMIT MATLS INC CL A 86614U100 638 20,280 SH   SOLE 20,280 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 3,407 166,200 SH   SOLE 166,200 0 0
SUN CMNTYS INC COM 866674104 23,223 250,300 SH   SOLE 250,300 0 0
SUNOCO LP COM U REP LP 86765K109 3,076 108,300 SH   SOLE 108,300 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,580 95,584 SH   SOLE 95,584 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,445 150,000 SH   SOLE 150,000 0 0
SUTHERLAND ASSET MGMT CORP M COM 86933G105 1,879 124,000 SH   SOLE 124,000 0 0
SVB FINL GROUP COM 78486Q101 67,560 289,000 SH   SOLE 289,000 0 0
SYMANTEC CORP COM 871503108 6,734 240,000 SH   SOLE 240,000 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 11,622 1,300,000 SH   SOLE 1,300,000 0 0
SYNCHRONY FINL COM 87165B103 60,643 1,570,648 SH   SOLE 1,570,648 0 0
SYNOPSYS INC COM 871607107 9,104 106,800 SH   SOLE 106,800 0 0
SYSCO CORP COM 871829107 20,223 333,000 SH   SOLE 333,000 0 0
T MOBILE US INC COM 872590104 19,053 300,000 SH   SOLE 300,000 0 0
TAILORED BRANDS INC COM 87403A107 1,201 55,000 SH   SOLE 55,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 181,902 4,587,729 SH   SOLE 4,587,729 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,097 19,100 SH   SOLE 19,100 0 0
TAL ED GROUP SPONSORED ADS 874080104 8,618 290,071 SH   SOLE 290,071 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 5,190 113,200 SH   SOLE 113,200 0 0
TAPESTRY INC COM 876030107 2,654 60,000 SH   SOLE 60,000 0 0
TARGET CORP COM 87612E106 23,156 354,880 SH   SOLE 354,880 0 0
TASEKO MINES LTD COM 876511106 152 65,362 SH   SOLE 65,362 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,844 86,000 SH   SOLE 86,000 0 0
TAUBMAN CTRS INC COM 876664103 654 10,000 SH   SOLE 10,000 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 6,648 125,200 SH   SOLE 125,200 0 0
TCG BDC INC COM 872280102 13,026 650,000 SH   SOLE 650,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 15,282 160,800 SH   SOLE 160,800 0 0
TEEKAY TANKERS LTD CL A Y8565N102 28 20,202 SH   SOLE 20,202 0 0
TELADOC INC COM 87918A105 1,568 45,000 SH   SOLE 45,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 10,091 680,509 SH   SOLE 680,509 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 31,268 2,062,500 SH   SOLE 2,062,500 0 0
TERADYNE INC COM 880770102 13,398 320,000 SH   SOLE 320,000 0 0
TERNIUM SA SPON ADR 880890108 1,592 50,399 SH   SOLE 50,399 0 0
TERRENO RLTY CORP COM 88146M101 6,311 180,000 SH   SOLE 180,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 8,338 440,000 SH   SOLE 440,000 0 0
TEXAS INSTRS INC COM 882508104 58,800 563,000 SH   SOLE 563,000 0 0
TEXTRON INC COM 883203101 39,047 690,000 SH   SOLE 690,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 6,288 225,459 SH   SOLE 225,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 18,039 95,000 SH   SOLE 95,000 0 0
THOR INDS INC COM 885160101 64,809 430,000 SH   SOLE 430,000 0 0
TIER REIT INC COM NEW 88650V208 1,213 59,500 SH   SOLE 59,500 0 0
TIFFANY & CO NEW COM 886547108 2,079 20,000 SH   SOLE 20,000 0 0
TIME WARNER INC COM NEW 887317303 226,846 2,480,000 SH   SOLE 2,480,000 0 0
TITAN INTL INC ILL COM 88830M102 8,630 670,000 SH   SOLE 670,000 0 0
TJX COS INC NEW COM 872540109 24,085 315,000 SH   SOLE 315,000 0 0
TOLL BROTHERS INC COM 889478103 15,474 322,250 SH   SOLE 322,250 0 0
TOOTSIE ROLL INDS INC COM 890516107 3,339 91,741 SH   SOLE 91,741 0 0
TOTAL SYS SVCS INC COM 891906109 8,969 113,400 SH   SOLE 113,400 0 0
TPG RE FIN TR INC COM 87266M107 762 40,000 SH   SOLE 40,000 0 0
TPG SPECIALTY LENDING INC COM 87265K102 94,050 4,750,000 SH   SOLE 4,750,000 0 0
TRANSDIGM GROUP INC COM 893641100 11,671 42,500 SH   SOLE 42,500 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,236 115,700 SH   SOLE 115,700 0 0
TRAVELCENTERS AMER LLC COM 894174101 5,576 1,360,000 SH   SOLE 1,360,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 21,241 156,595 SH   SOLE 156,595 0 0
TREEHOUSE FOODS INC COM 89469A104 19,784 400,000 SH   SOLE 400,000 0 0
TRI POINTE GROUP INC COM 87265H109 5,167 288,336 SH   SOLE 288,336 0 0
TRIANGLE CAP CORP COM 895848109 18,506 1,950,000 SH   SOLE 1,950,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 23,664 870,000 SH   SOLE 870,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 99 25,300 SH   SOLE 25,300 0 0
TUPPERWARE BRANDS CORP COM 899896104 6,521 104,000 SH   SOLE 104,000 0 0
TUTOR PERINI CORP COM 901109108 5,577 220,000 SH   SOLE 220,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 6,824 200,000 SH   SOLE 200,000 0 0
UDR INC COM 902653104 1,656 43,000 SH   SOLE 43,000 0 0
ULTA BEAUTY INC COM 90384S303 7,381 33,000 SH   SOLE 33,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 22,166 960,000 SH   SOLE 960,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 436 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 5,528 371,000 SH   SOLE 371,000 0 0
UNDER ARMOUR INC CL C 904311206 30,636 2,300,000 SH   SOLE 2,300,000 0 0
UNION PAC CORP COM 907818108 3,353 25,000 SH   SOLE 25,000 0 0
UNITED CONTL HLDGS INC COM 910047109 15,502 230,000 SH   SOLE 230,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 1,047 438,200 SH   SOLE 438,200 0 0
UNITED NAT FOODS INC COM 911163103 5,420 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 104,852 880,000 SH   SOLE 880,000 0 0
UNITED RENTALS INC COM 911363109 58,449 340,000 SH   SOLE 340,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 21,049 165,000 SH   SOLE 165,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 137,750 624,828 SH   SOLE 624,828 0 0
UNITI GROUP INC COM 91325V108 13,912 782,000 SH   SOLE 782,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 22,479 130,200 SH   SOLE 130,200 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,501 75,000 SH   SOLE 75,000 0 0
US BANCORP DEL COM NEW 902973304 51,741 965,671 SH   SOLE 965,671 0 0
VALE S A ADR 91912E105 8,500 695,067 SH   SOLE 695,067 0 0
VALERO ENERGY CORP NEW COM 91913Y100 17,922 195,000 SH   SOLE 195,000 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 5,888 277,600 SH   SOLE 277,600 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 5,370 79,181 SH   SOLE 79,181 0 0
VANGUARD INDEX FDS REIT ETF 922908553 96,265 1,160,100 SH   SOLE 1,160,100 0 0
VANTIV INC CL A 92210H105 2,015 27,400 SH   SOLE 27,400 0 0
VECTREN CORP COM 92240G101 1,300 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 2,777 133,300 SH   SOLE 133,300 0 0
VENTAS INC COM 92276F100 16,155 269,200 SH   SOLE 269,200 0 0
VEON LTD SPONSORED ADR 91822M106 395 102,800 SH   SOLE 102,800 0 0
VEREIT INC COM 92339V100 2,960 380,000 SH   SOLE 380,000 0 0
VERISIGN INC COM 92343E102 3,571 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 6,470 67,400 SH   SOLE 67,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 181,628 3,431,468 SH   SOLE 3,431,468 0 0
VERSUM MATLS INC COM 92532W103 3,501 92,500 SH   SOLE 92,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 34,468 230,000 SH   SOLE 230,000 0 0
VIACOM INC NEW CL B 92553P201 23,092 749,505 SH   SOLE 749,505 0 0
VIAVI SOLUTIONS INC COM 925550105 1,748 200,000 SH   SOLE 200,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,344 114,647 SH   SOLE 114,647 0 0
VISA INC COM CL A 92826C839 279,988 2,455,600 SH   SOLE 2,455,600 0 0
VISTA OUTDOOR INC COM 928377100 656 45,000 SH   SOLE 45,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 17,856 228,400 SH   SOLE 228,400 0 0
VOYA FINL INC COM 929089100 24,735 500,000 SH   SOLE 500,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 31,720 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 58,164 589,000 SH   SOLE 589,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 321 45,050 SH   SOLE 45,050 0 0
WASTE MGMT INC DEL COM 94106L109 9,925 115,000 SH   SOLE 115,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 31,140 410,000 SH   SOLE 410,000 0 0
WAYFAIR INC CL A 94419L101 5,177 64,500 SH   SOLE 64,500 0 0
WEB COM GROUP INC COM 94733A104 2,398 110,000 SH   SOLE 110,000 0 0
WEC ENERGY GROUP INC COM 92939U106 8,569 129,000 SH   SOLE 129,000 0 0
WEIBO CORP SPONSORED ADR 948596101 1,522 14,713 SH   SOLE 14,713 0 0
WELLS FARGO CO NEW COM 949746101 311,904 5,141,000 SH   SOLE 5,141,000 0 0
WELLTOWER INC COM 95040Q104 18,844 295,500 SH   SOLE 295,500 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 407 55,000 SH   SOLE 55,000 0 0
WESTERN DIGITAL CORP COM 958102105 86,863 1,092,209 SH   SOLE 1,092,209 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 2,597 69,900 SH   SOLE 69,900 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 10,676 222,000 SH   SOLE 222,000 0 0
WESTROCK CO COM 96145D105 41,718 660,000 SH   SOLE 660,000 0 0
WEX INC COM 96208T104 2,585 18,300 SH   SOLE 18,300 0 0
WEYERHAEUSER CO COM 962166104 18,864 535,000 SH   SOLE 535,000 0 0
WHIRLPOOL CORP COM 963320106 27,615 163,750 SH   SOLE 163,750 0 0
WHITESTONE REIT COM 966084204 7,702 534,500 SH   SOLE 534,500 0 0
WIDEOPENWEST INC COM 96758W101 8,245 780,000 SH   SOLE 780,000 0 0
WILLIAMS COS INC DEL COM 969457100 16,681 547,100 SH   SOLE 547,100 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 26,250 676,900 SH   SOLE 676,900 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 2,163 395,400 SH   SOLE 395,400 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 5,504 180,000 SH   SOLE 180,000 0 0
WPX ENERGY INC COM 98212B103 2,603 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 5,504 47,500 SH   SOLE 47,500 0 0
XCEL BRANDS INC COM NEW 98400M101 1,813 549,419 SH   SOLE 549,419 0 0
XCEL ENERGY INC COM 98389B100 9,863 205,000 SH   SOLE 205,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 184 65,000 SH   SOLE 65,000 0 0
XL GROUP LTD COM G98294104 9,845 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 5,353 290,000 SH   SOLE 290,000 0 0
YANDEX N V SHS CLASS A N97284108 6,596 201,400 SH   SOLE 201,400 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 16,684 728,233 SH   SOLE 728,233 0 0
YUM BRANDS INC COM 988498101 9,222 113,000 SH   SOLE 113,000 0 0
YUM CHINA HLDGS INC COM 98850P109 4,099 102,427 SH   SOLE 102,427 0 0
YY INC ADS REPCOM CLA 98426T106 3,755 33,215 SH   SOLE 33,215 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 7,301 60,500 SH   SOLE 60,500 0 0
ZOETIS INC CL A 98978V103 67,591 938,234 SH   SOLE 938,234 0 0
ZYNGA INC CL A 98986T108 5,157 1,289,300 SH   SOLE 1,289,300 0 0