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
3M Co COM 88579Y101 31,830 145,000 SH   SOLE NONE 145,000 0 0
Abbott Laboratories COM 002824100 10,786 180,000 SH   SOLE NONE 180,000 0 0
Aetna Inc COM 00817Y108 5,915 35,000 SH   SOLE NONE 35,000 0 0
Aflac Inc COM 001055102 10,065 230,000 SH   SOLE NONE 230,000 0 0
Akamai Technologies Inc COM 00971T101 13,422 189,100 SH   SOLE NONE 189,100 0 0
Albemarle Corp COM 012653101 1,229 13,247 SH   SOLE NONE 13,247 0 0
Allegheny Technologies Inc COM 01741R102 1,388 58,613 SH   SOLE NONE 58,613 0 0
Allstate Corp/The COM 020002101 4,171 44,000 SH   SOLE NONE 44,000 0 0
Alphabet Inc COM 02079K305 96,143 92,700 SH   SOLE NONE 92,700 0 0
Altria Group Inc COM 02209S103 21,002 337,000 SH   SOLE NONE 337,000 0 0
Amazon.com Inc COM 023135106 51,026 35,255 SH   SOLE NONE 35,255 0 0
Ameren Corp COM 023608102 14,158 250,000 SH   SOLE NONE 250,000 0 0
Amgen Inc COM 031162100 18,753 110,000 SH   SOLE NONE 110,000 0 0
Andeavor COM 03349M105 8,960 89,100 SH   SOLE NONE 89,100 0 0
Anthem Inc COM 036752103 48,334 220,000 SH   SOLE NONE 220,000 0 0
Apple Inc COM 037833100 89,931 536,007 SH   SOLE NONE 536,007 0 0
Applied Materials Inc COM 038222105 6,906 124,190 SH   SOLE NONE 124,190 0 0
Archer-Daniels-Midland Co COM 039483102 8,674 200,000 SH   SOLE NONE 200,000 0 0
Assured Guaranty Ltd COM G0585R106 10,860 300,000 SH   SOLE NONE 300,000 0 0
AT&T Inc COM 00206R102 18,121 508,289 SH   SOLE NONE 508,289 0 0
athenahealth Inc COM 04685W103 4,863 34,000 SH   SOLE NONE 34,000 0 0
AutoZone Inc COM 053332102 4,541 7,000 SH   SOLE NONE 7,000 0 0
Ball Corp COM 058498106 27,797 700,000 SH   SOLE NONE 700,000 0 0
Bank of America Corp COM 060505104 89,610 2,988,000 SH   SOLE NONE 2,988,000 0 0
Becton Dickinson and Co COM 075887109 11,919 55,000 SH   SOLE NONE 55,000 0 0
Berkshire Hathaway Inc COM 084670702 27,329 137,000 SH   SOLE NONE 137,000 0 0
Biogen Inc COM 09062X103 5,476 20,000 SH   SOLE NONE 20,000 0 0
Boeing Co/The COM 097023105 29,259 89,237 SH   SOLE NONE 89,237 0 0
BorgWarner Inc COM 099724106 258 5,145 SH   SOLE NONE 5,145 0 0
Broadcom Ltd COM Y09827109 32,048 136,000 SH   SOLE NONE 136,000 0 0
Brookfield Asset Management In COM 112585104 33,606 861,682 SH   SOLE NONE 861,682 0 0
Cadence Design Systems Inc COM 127387108 3,236 88,000 SH   SOLE NONE 88,000 0 0
Caterpillar Inc COM 149123101 8,300 56,316 SH   SOLE NONE 56,316 0 0
Celgene Corp COM 151020104 2,319 26,000 SH   SOLE NONE 26,000 0 0
Charter Communications Inc COM 16119P108 6,224 20,000 SH   SOLE NONE 20,000 0 0
Chevron Corp COM 166764100 118,659 1,040,500 SH   SOLE NONE 1,040,500 0 0
Cigna Corp COM 125509109 46,045 274,500 SH   SOLE NONE 274,500 0 0
Cincinnati Financial Corp COM 172062101 4,456 60,000 SH   SOLE NONE 60,000 0 0
Cisco Systems Inc COM 17275R102 7,892 184,000 SH   SOLE NONE 184,000 0 0
Citigroup Inc COM 172967424 22,592 334,700 SH   SOLE NONE 334,700 0 0
Citrix Systems Inc COM 177376100 23,014 248,000 SH   SOLE NONE 248,000 0 0
CME Group Inc COM 12572Q105 11,807 73,000 SH   SOLE NONE 73,000 0 0
CNX Resources Corp COM 12653C108 7,298 473,000 SH   SOLE NONE 473,000 0 0
Comerica Inc COM 200340107 27,436 286,000 SH   SOLE NONE 286,000 0 0
ConocoPhillips COM 20825C104 18,736 316,000 SH   SOLE NONE 316,000 0 0
CONSOL Energy Inc COM 20854L108 1,713 59,125 SH   SOLE NONE 59,125 0 0
Consolidated Edison Inc COM 209115104 11,301 145,000 SH   SOLE NONE 145,000 0 0
Convergys Corp COM 212485106 2,714 120,000 SH   SOLE NONE 120,000 0 0
Corning Inc COM 219350105 4,879 175,000 SH   SOLE NONE 175,000 0 0
Cummins Inc COM 231021106 5,997 37,000 SH   SOLE NONE 37,000 0 0
CVS Health Corp COM 126650100 1,306 21,000 SH   SOLE NONE 21,000 0 0
Darden Restaurants Inc COM 237194105 8,525 100,000 SH   SOLE NONE 100,000 0 0
DaVita Inc COM 23918K108 3,620 54,900 SH   SOLE NONE 54,900 0 0
Delta Air Lines Inc COM 247361702 51 931 SH   SOLE NONE 931 0 0
DowDuPont Inc COM 26078J100 18,665 292,970 SH   SOLE NONE 292,970 0 0
DXC Technology Co COM 23355L106 43,731 435,000 SH   SOLE NONE 435,000 0 0
EOG Resources Inc COM 26875P101 15,791 150,000 SH   SOLE NONE 150,000 0 0
Esperion Therapeutics Inc COM 29664W105 13,019 180,000 SH   SOLE NONE 180,000 0 0
Express Scripts Holding Co COM 30219G108 16,579 240,000 SH   SOLE NONE 240,000 0 0
Exxon Mobil Corp COM 30231G102 76,436 1,024,472 SH   SOLE NONE 1,024,472 0 0
Facebook Inc COM 30303M102 29,032 181,690 SH   SOLE NONE 181,690 0 0
FireEye Inc COM 31816Q101 2,046 120,879 SH   SOLE NONE 120,879 0 0
Ford Motor Co COM 345370860 484 43,661 SH   SOLE NONE 43,661 0 0
Freeport-McMoRan Inc COM 35671D857 4,972 283,000 SH   SOLE NONE 283,000 0 0
General Dynamics Corp COM 369550108 21,869 99,000 SH   SOLE NONE 99,000 0 0
General Electric Co COM 369604103 11,330 840,514 SH   SOLE NONE 840,514 0 0
General Motors Co COM 37045V100 38,459 1,058,300 SH   SOLE NONE 1,058,300 0 0
Gilead Sciences Inc COM 375558103 24,349 322,980 SH   SOLE NONE 322,980 0 0
Goldman Sachs Group Inc/The COM 38141G104 10 38 SH   SOLE NONE 38 0 0
Alphabet Inc COM 02079K107 39,208 38,000 SH   SOLE NONE 38,000 0 0
GoPro Inc COM 38268T103 135 28,287 SH   SOLE NONE 28,287 0 0
Halliburton Co COM 406216101 3,286 70,000 SH   SOLE NONE 70,000 0 0
Harley-Davidson Inc COM 412822108 11 249 SH   SOLE NONE 249 0 0
Hartford Financial Services Gr COM 416515104 8,707 169,000 SH   SOLE NONE 169,000 0 0
HCA Healthcare Inc COM 40412C101 2,231 23,000 SH   SOLE NONE 23,000 0 0
Honeywell International Inc COM 438516106 2,890 20,000 SH   SOLE NONE 20,000 0 0
HP Inc COM 40434L105 19,070 870,000 SH   SOLE NONE 870,000 0 0
Huntington Ingalls Industries COM 446413106 1,547 6,000 SH   SOLE NONE 6,000 0 0
Illumina Inc COM 452327109 610 2,581 SH   SOLE NONE 2,581 0 0
Ingersoll-Rand PLC COM G47791101 31,639 370,000 SH   SOLE NONE 370,000 0 0
Ingredion Inc COM 457187102 6,188 48,000 SH   SOLE NONE 48,000 0 0
Intel Corp COM 458140100 16,881 324,133 SH   SOLE NONE 324,133 0 0
Intercontinental Exchange Inc COM 45866F104 19,580 270,000 SH   SOLE NONE 270,000 0 0
IBM COM 459200101 20,633 134,480 SH   SOLE NONE 134,480 0 0
Intuitive Surgical Inc COM 46120E602 276 669 SH   SOLE NONE 669 0 0
IQVIA Holdings Inc COM 46266C105 1,962 20,000 SH   SOLE NONE 20,000 0 0
Johnson & Johnson COM 478160104 3,845 30,000 SH   SOLE NONE 30,000 0 0
Johnson Controls International COM G51502105 63,326 1,796,998 SH   SOLE NONE 1,796,998 0 0
JPMorgan Chase & Co COM 46625H100 29,142 265,000 SH   SOLE NONE 265,000 0 0
Juniper Networks Inc COM 48203R104 2,749 113,000 SH   SOLE NONE 113,000 0 0
Kansas City Southern COM 485170302 9,118 83,000 SH   SOLE NONE 83,000 0 0
KeyCorp COM 493267108 2,160 110,500 SH   SOLE NONE 110,500 0 0
L3 Technologies Inc COM 502413107 4,784 23,000 SH   SOLE NONE 23,000 0 0
Liberty Media Corp-Liberty Sir COM 531229607 5,719 140,000 SH   SOLE NONE 140,000 0 0
Lockheed Martin Corp COM 539830109 30,076 89,000 SH   SOLE NONE 89,000 0 0
Marathon Petroleum Corp COM 56585A102 27,051 370,000 SH   SOLE NONE 370,000 0 0
Masco Corp COM 574599106 756 18,700 SH   SOLE NONE 18,700 0 0
Mastercard Inc COM 57636Q104 52,548 300,000 SH   SOLE NONE 300,000 0 0
McDonald's Corp COM 580135101 7,506 48,000 SH   SOLE NONE 48,000 0 0
McKesson Corp COM 58155Q103 10,791 76,600 SH   SOLE NONE 76,600 0 0
MEDNAX Inc COM 58502B106 37,139 667,600 SH   SOLE NONE 667,600 0 0
Medtronic PLC COM G5960L103 14,039 175,000 SH   SOLE NONE 175,000 0 0
Merck & Co Inc COM 58933Y105 69,558 1,277,000 SH   SOLE NONE 1,277,000 0 0
Micron Technology Inc COM 595112103 13,035 250,000 SH   SOLE NONE 250,000 0 0
Microsoft Corp COM 594918104 145,393 1,593,000 SH   SOLE NONE 1,593,000 0 0
Mondelez International Inc COM 609207105 25,789 618,000 SH   SOLE NONE 618,000 0 0
Monsanto Co COM 61166W101 66,280 568,000 SH   SOLE NONE 568,000 0 0
Motorola Solutions Inc COM 620076307 5,160 49,000 SH   SOLE NONE 49,000 0 0
Newfield Exploration Co COM 651290108 576 23,600 SH   SOLE NONE 23,600 0 0
Newmont Mining Corp COM 651639106 22,469 575,100 SH   SOLE NONE 575,100 0 0
NextEra Energy Inc COM 65339F101 4,083 25,000 SH   SOLE NONE 25,000 0 0
NIKE Inc COM 654106103 22,390 337,000 SH   SOLE NONE 337,000 0 0
Norfolk Southern Corp COM 655844108 6,789 50,000 SH   SOLE NONE 50,000 0 0
Northern Trust Corp COM 665859104 13,201 128,000 SH   SOLE NONE 128,000 0 0
NVIDIA Corp COM 67066G104 21,741 93,878 SH   SOLE NONE 93,878 0 0
Occidental Petroleum Corp COM 674599105 45,472 700,000 SH   SOLE NONE 700,000 0 0
Oracle Corp COM 68389X105 9,425 206,000 SH   SOLE NONE 206,000 0 0
O'Reilly Automotive Inc COM 67103H107 1,558 6,300 SH   SOLE NONE 6,300 0 0
Parker-Hannifin Corp COM 701094104 3,763 22,000 SH   SOLE NONE 22,000 0 0
PayPal Holdings Inc COM 70450Y103 3,414 45,000 SH   SOLE NONE 45,000 0 0
PepsiCo Inc COM 713448108 18,337 168,000 SH   SOLE NONE 168,000 0 0
Pfizer Inc COM 717081103 32,828 925,000 SH   SOLE NONE 925,000 0 0
Philip Morris International In COM 718172109 23,876 240,200 SH   SOLE NONE 240,200 0 0
Pinnacle Foods Inc COM 72348P104 8,656 160,000 SH   SOLE NONE 160,000 0 0
Platform Specialty Products Co COM 72766Q105 8,860 920,000 SH   SOLE NONE 920,000 0 0
Praxair Inc COM 74005P104 5,628 39,000 SH   SOLE NONE 39,000 0 0
Principal Financial Group Inc COM 74251V102 20,344 334,000 SH   SOLE NONE 334,000 0 0
Prudential Financial Inc COM 744320102 151 1,461 SH   SOLE NONE 1,461 0 0
Public Service Enterprise Grou COM 744573106 7,214 143,600 SH   SOLE NONE 143,600 0 0
QUALCOMM Inc COM 747525103 16,069 290,000 SH   SOLE NONE 290,000 0 0
Quanta Services Inc COM 74762E102 3,603 104,900 SH   SOLE NONE 104,900 0 0
Raytheon Co COM 755111507 282 1,308 SH   SOLE NONE 1,308 0 0
Regeneron Pharmaceuticals Inc COM 75886F107 3,058 8,879 SH   SOLE NONE 8,879 0 0
RPM International Inc COM 749685103 10,726 225,000 SH   SOLE NONE 225,000 0 0
S&P Global Inc COM 78409V104 17,386 91,000 SH   SOLE NONE 91,000 0 0
salesforce.com Inc COM 79466L302 930 8,000 SH   SOLE NONE 8,000 0 0
Schlumberger Ltd COM 806857108 7,385 114,000 SH   SOLE NONE 114,000 0 0
Seagate Technology PLC COM G7945M107 1,020 17,431 SH   SOLE NONE 17,431 0 0
Signature Bank/New York NY COM 82669G104 2,839 20,000 SH   SOLE NONE 20,000 0 0
Skyworks Solutions Inc COM 83088M102 381 3,802 SH   SOLE NONE 3,802 0 0
Square Inc COM 852234103 3,945 80,191 SH   SOLE NONE 80,191 0 0
SunPower Corp COM 867652406 306 38,324 SH   SOLE NONE 38,324 0 0
Synaptics Inc COM 87157D109 334 7,294 SH   SOLE NONE 7,294 0 0
Synopsys Inc COM 871607107 0 2 SH   SOLE NONE 2 0 0
Synovus Financial Corp COM 87161C501 8,989 180,000 SH   SOLE NONE 180,000 0 0
Target Corp COM 87612E106 22,356 322,000 SH   SOLE NONE 322,000 0 0
Texas Instruments Inc COM 882508104 6,026 58,000 SH   SOLE NONE 58,000 0 0
Coca-Cola Co/The COM 191216100 26,449 609,000 SH   SOLE NONE 609,000 0 0
Home Depot Inc/The COM 437076102 9,946 55,800 SH   SOLE NONE 55,800 0 0
Progressive Corp/The COM 743315103 15,951 261,800 SH   SOLE NONE 261,800 0 0
Travelers Cos Inc/The COM 89417E109 16,941 122,000 SH   SOLE NONE 122,000 0 0
Walt Disney Co/The COM 254687106 19,887 198,000 SH   SOLE NONE 198,000 0 0
Thermo Fisher Scientific Inc COM 883556102 26,220 127,000 SH   SOLE NONE 127,000 0 0
Time Warner Inc COM 887317303 103,830 1,097,800 SH   SOLE NONE 1,097,800 0 0
TJX Cos Inc/The COM 872540109 8,156 100,000 SH   SOLE NONE 100,000 0 0
Transocean Ltd COM H8817H100 2,892 292,164 SH   SOLE NONE 292,164 0 0
Trinity Industries Inc COM 896522109 9,763 299,200 SH   SOLE NONE 299,200 0 0
Ultra Petroleum Corp COM 903914208 4,587 1,100,000 SH   SOLE NONE 1,100,000 0 0
UnitedHealth Group Inc COM 91324P102 23,540 110,000 SH   SOLE NONE 110,000 0 0
USG Corp COM 903293405 12,126 300,000 SH   SOLE NONE 300,000 0 0
Validus Holdings Ltd COM G9319H102 26,980 400,000 SH   SOLE NONE 400,000 0 0
Verizon Communications Inc COM 92343V104 50,498 1,056,000 SH   SOLE NONE 1,056,000 0 0
Vertex Pharmaceuticals Inc COM 92532F100 6,519 40,000 SH   SOLE NONE 40,000 0 0
VF Corp COM 918204108 5,188 70,000 SH   SOLE NONE 70,000 0 0
Walmart Inc COM 931142103 19,573 220,000 SH   SOLE NONE 220,000 0 0
Waste Management Inc COM 94106L109 31,251 371,500 SH   SOLE NONE 371,500 0 0
Wells Fargo & Co COM 949746101 7,599 145,000 SH   SOLE NONE 145,000 0 0
Wynn Resorts Ltd COM 983134107 2,188 12,000 SH   SOLE NONE 12,000 0 0
Xerox Corp COM 984121608 1,612 56,000 SH   SOLE NONE 56,000 0 0
Zynga Inc COM 98986T108 9,150 2,500,000 SH   SOLE NONE 2,500,000 0 0
Alibaba Group Holding Ltd ADR 01609W102 270 1,470 SH   SOLE NONE 1,470 0 0
Toyota Motor Corp ADR 892331307 3 20 SH   SOLE NONE 20 0 0
Vale SA ADR 91912E105 266 20,873 SH   SOLE NONE 20,873 0 0
ClearBridge All Cap Growth ETF ETF 524682101 5,660 200,000 SH   SOLE NONE 200,000 0 0
Legg Mason Global Infrastructu ETF 52468L703 5,537 200,000 SH   SOLE NONE 200,000 0 0
Equity Residential REIT 29476L107 1,541 25,000 SH   SOLE NONE 25,000 0 0
Visa Inc COM 92826C839 1,407,745 11,768,474 SH   SOLE NONE 11,768,474 0 0
Amazon.com Inc CALL 023135106 2,895 2,000 SH Call SOLE NONE 2,000 0 0
General Electric Co CALL 369604103 2,022 150,000 SH Call SOLE NONE 150,000 0 0
NVIDIA Corp CALL 67066G104 27,791 120,000 SH Call SOLE NONE 120,000 0 0
Tesla Inc CALL 88160R101 18,629 70,000 SH Call SOLE NONE 70,000 0 0
Tesla Inc CALL 88160R101 3,992 15,000 SH Call SOLE NONE 15,000 0 0
Albemarle Corp PUT 012653101 1,855 20,000 SH Put SOLE NONE 20,000 0 0
Amazon.com Inc PUT 023135106 10,855 7,500 SH Put SOLE NONE 7,500 0 0
Amazon.com Inc PUT 023135106 12,302 8,500 SH Put SOLE NONE 8,500 0 0
Amazon.com Inc PUT 023135106 2,895 2,000 SH Put SOLE NONE 2,000 0 0
Apple Inc PUT 037833100 3,356 20,000 SH Put SOLE NONE 20,000 0 0
Apple Inc PUT 037833100 3,356 20,000 SH Put SOLE NONE 20,000 0 0
Caterpillar Inc PUT 149123101 7,369 50,000 SH Put SOLE NONE 50,000 0 0
Caterpillar Inc PUT 149123101 6,190 42,000 SH Put SOLE NONE 42,000 0 0
Freeport-McMoRan Inc PUT 35671D857 2,196 125,000 SH Put SOLE NONE 125,000 0 0
General Electric Co PUT 369604103 4,718 350,000 SH Put SOLE NONE 350,000 0 0
General Motors Co PUT 37045V100 7,631 210,000 SH Put SOLE NONE 210,000 0 0
Goldman Sachs Group Inc/The PUT 38141G104 3,778 15,000 SH Put SOLE NONE 15,000 0 0
NVIDIA Corp PUT 67066G104 11,580 50,000 SH Put SOLE NONE 50,000 0 0
NVIDIA Corp PUT 67066G104 6,948 30,000 SH Put SOLE NONE 30,000 0 0
NVIDIA Corp PUT 67066G104 11,580 50,000 SH Put SOLE NONE 50,000 0 0
NVIDIA Corp PUT 67066G104 26,633 115,000 SH Put SOLE NONE 115,000 0 0
NVIDIA Corp PUT 67066G104 7,110 30,700 SH Put SOLE NONE 30,700 0 0
NVIDIA Corp PUT 67066G104 23,159 100,000 SH Put SOLE NONE 100,000 0 0
NVIDIA Corp PUT 67066G104 6,948 30,000 SH Put SOLE NONE 30,000 0 0
NVIDIA Corp PUT 67066G104 6,948 30,000 SH Put SOLE NONE 30,000 0 0
NVIDIA Corp PUT 67066G104 2,316 10,000 SH Put SOLE NONE 10,000 0 0
QUALCOMM Inc PUT 747525103 1,108 20,000 SH Put SOLE NONE 20,000 0 0
Seagate Technology PLC PUT G7945M107 2,926 50,000 SH Put SOLE NONE 50,000 0 0
Tesla Inc PUT 88160R101 6,653 25,000 SH Put SOLE NONE 25,000 0 0
Tesla Inc PUT 88160R101 9,315 35,000 SH Put SOLE NONE 35,000 0 0
Tesla Inc PUT 88160R101 6,653 25,000 SH Put SOLE NONE 25,000 0 0
Tesla Inc PUT 88160R101 2,661 10,000 SH Put SOLE NONE 10,000 0 0
Tiffany & Co PUT 886547108 2,442 25,000 SH Put SOLE NONE 25,000 0 0
Transocean Ltd PUT H8817H100 1,980 200,000 SH Put SOLE NONE 200,000 0 0