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 7,806 92,900 SH   SOLE 92,900 0 0
3M CO COM 88579Y101 39,514 180,000 SH   SOLE 180,000 0 0
51JOB INC SP ADR REP COM 316827104 3,857 44,832 SH   SOLE 44,832 0 0
58 COM INC SPON ADR REP A 31680Q104 2,286 28,625 SH   SOLE 28,625 0 0
ABBOTT LABS COM 002824100 56,915 949,850 SH   SOLE 949,850 0 0
ABBVIE INC COM 00287Y109 170,465 1,801,000 SH   SOLE 1,801,000 0 0
ABM INDS INC COM 000957100 2,511 75,000 SH   SOLE 75,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 34,478 880,000 SH   SOLE 880,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 13,216 537,246 SH   SOLE 537,246 0 0
ACCELERON PHARMA INC COM 00434H108 2,072 53,000 SH   SOLE 53,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 31,744 206,800 SH   SOLE 206,800 0 0
ACCO BRANDS CORP COM 00081T108 2,661 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 2,129 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 44,760 663,500 SH   SOLE 663,500 0 0
ACUITY BRANDS INC COM 00508Y102 13,919 100,000 SH   SOLE 100,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 2,235 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 103 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 270 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 189 25,100 SH   SOLE 25,100 0 0
ADOBE SYS INC COM 00724F101 33,752 156,200 SH   SOLE 156,200 0 0
ADVANCED MICRO DEVICES INC COM 007903107 26,130 2,600,000 SH   SOLE 2,600,000 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 8,998 1,239,348 SH   SOLE 1,239,348 0 0
ADVANSIX INC COM 00773T101 543 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 64,134 1,800,000 SH   SOLE 1,800,000 0 0
AES CORP COM 00130H105 3,184 280,000 SH   SOLE 280,000 0 0
AETNA INC NEW COM 00817Y108 74,380 440,120 SH   SOLE 440,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 28,816 152,000 SH   SOLE 152,000 0 0
AFLAC INC COM 001055102 29,757 680,000 SH   SOLE 680,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 11,039 165,000 SH   SOLE 165,000 0 0
AGREE REALTY CORP COM 008492100 21,894 455,750 SH   SOLE 455,750 0 0
AIR PRODS & CHEMS INC COM 009158106 27,830 175,000 SH   SOLE 175,000 0 0
AK STL HLDG CORP COM 001547108 75,130 16,585,000 SH   SOLE 16,585,000 0 0
ALASKA AIR GROUP INC COM 011659109 42,442 685,000 SH   SOLE 685,000 0 0
ALBEMARLE CORP COM 012653101 46,834 505,000 SH   SOLE 505,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 3,022 130,652 SH   SOLE 130,652 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 24,596 196,950 SH   SOLE 196,950 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 29,537 265,000 SH   SOLE 265,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 159,148 867,106 SH   SOLE 867,106 0 0
ALKERMES PLC SHS G01767105 8,404 145,000 SH   SOLE 145,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,868 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 592 25,000 SH   SOLE 25,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,706 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 98,568 585,702 SH   SOLE 585,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 1,563 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,860 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 865 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 24,748 261,054 SH   SOLE 261,054 0 0
ALPHABET INC CAP STK CL C 02079K107 638,678 619,000 SH   SOLE 619,000 0 0
ALTABA INC COM 021346101 20,731 280,000 SH   SOLE 280,000 0 0
ALTAIR ENGR INC COM CL A 021369103 784 25,000 SH   SOLE 25,000 0 0
ALTRIA GROUP INC COM 02209S103 140,345 2,252,000 SH   SOLE 2,252,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,333 66,167 SH   SOLE 66,167 0 0
AMAZON COM INC COM 023135106 769,985 532,000 SH   SOLE 532,000 0 0
AMBEV SA SPONSORED ADR 02319V103 24,895 3,424,357 SH   SOLE 3,424,357 0 0
AMEREN CORP COM 023608102 5,040 89,000 SH   SOLE 89,000 0 0
AMERESCO INC CL A 02361E108 1,625 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 34,299 1,796,710 SH   SOLE 1,796,710 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 6,495 125,000 SH   SOLE 125,000 0 0
AMERICAN ASSETS TR INC COM 024013104 15,703 470,000 SH   SOLE 470,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,522 100,000 SH   SOLE 100,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 11,431 296,001 SH   SOLE 296,001 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,794 90,000 SH   SOLE 90,000 0 0
AMERICAN ELEC PWR INC COM 025537101 42,217 615,500 SH   SOLE 615,500 0 0
AMERICAN EXPRESS CO COM 025816109 37,312 400,000 SH   SOLE 400,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 3,338 166,250 SH   SOLE 166,250 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 83,916 1,542,000 SH   SOLE 1,542,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 81,172 558,500 SH   SOLE 558,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,232 15,000 SH   SOLE 15,000 0 0
AMERICOLD RLTY TR COM 03064D108 1,526 80,000 SH   SOLE 80,000 0 0
AMERIPRISE FINL INC COM 03076C106 73,526 497,000 SH   SOLE 497,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 13,363 155,000 SH   SOLE 155,000 0 0
AMGEN INC COM 031162100 40,988 240,431 SH   SOLE 240,431 0 0
ANADARKO PETE CORP COM 032511107 18,896 312,800 SH   SOLE 312,800 0 0
ANALOG DEVICES INC COM 032654105 63,791 700,000 SH   SOLE 700,000 0 0
ANAPTYSBIO INC COM 032724106 5,724 55,000 SH   SOLE 55,000 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 10,826 241,600 SH   SOLE 241,600 0 0
ANGIODYNAMICS INC COM 03475V101 1,121 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 5,798 37,000 SH   SOLE 37,000 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,665 104,100 SH   SOLE 104,100 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 3,855 148,900 SH   SOLE 148,900 0 0
ANTHEM INC COM 036752103 10,985 50,000 SH   SOLE 50,000 0 0
AON PLC SHS CL A G0408V102 35,083 250,000 SH   SOLE 250,000 0 0
APACHE CORP COM 037411105 72,989 1,896,800 SH   SOLE 1,896,800 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 8,639 212,000 SH   SOLE 212,000 0 0
APPLE INC COM 037833100 729,843 4,350,000 SH   SOLE 4,350,000 0 0
APPLIED MATLS INC COM 038222105 84,249 1,515,000 SH   SOLE 1,515,000 0 0
APTIV PLC SHS G6095L109 8,667 102,000 SH   SOLE 102,000 0 0
AQUA AMERICA INC COM 03836W103 2,555 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 2,637 299,000 SH   SOLE 299,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 28,977 338,556 SH   SOLE 338,556 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,068 186,026 SH   SOLE 186,026 0 0
ARCONIC INC COM 03965L100 23,040 1,000,000 SH   SOLE 1,000,000 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 363 39,700 SH   SOLE 39,700 0 0
ARES CAP CORP COM 04010L103 28,566 1,800,000 SH   SOLE 1,800,000 0 0
ARMO BIOSCIENCES INC COM 04225U104 3,741 100,000 SH   SOLE 100,000 0 0
ARQULE INC COM 04269E107 311 108,040 SH   SOLE 108,040 0 0
ARRAY BIOPHARMA INC COM 04269X105 4,325 265,000 SH   SOLE 265,000 0 0
ARRIS INTL INC SHS G0551A103 7,971 300,000 SH   SOLE 300,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 1,045 107,500 SH   SOLE 107,500 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 904 140,000 SH   SOLE 140,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,406 30,500 SH   SOLE 30,500 0 0
ASTEC INDS INC COM 046224101 83,322 1,510,000 SH   SOLE 1,510,000 0 0
AT&T INC COM 00206R102 167,573 4,700,500 SH   SOLE 4,700,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 55,614 920,000 SH   SOLE 920,000 0 0
ATMOS ENERGY CORP COM 049560105 2,106 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 854 186,900 SH   SOLE 186,900 0 0
AUDIOCODES LTD ORD M15342104 185 25,935 SH   SOLE 25,935 0 0
AUTODESK INC COM 052769106 22,969 182,900 SH   SOLE 182,900 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 3,881 45,164 SH   SOLE 45,164 0 0
AUTOZONE INC COM 053332102 5,319 8,200 SH   SOLE 8,200 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 307 42,090 SH   SOLE 42,090 0 0
AVALONBAY CMNTYS INC COM 053484101 20,722 126,000 SH   SOLE 126,000 0 0
AVEXIS INC COM 05366U100 1,854 15,000 SH   SOLE 15,000 0 0
AVON PRODS INC COM 054303102 15,336 5,400,000 SH   SOLE 5,400,000 0 0
AXALTA COATING SYS LTD COM G0750C108 1,962 65,000 SH   SOLE 65,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 33 25,000 SH   SOLE 25,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 874 200,000 SH   SOLE 200,000 0 0
BAIDU INC SPON ADR REP A 056752108 60,122 269,378 SH   SOLE 269,378 0 0
BAKER HUGHES A GE CO CL A 05722G100 53,702 1,933,800 SH   SOLE 1,933,800 0 0
BALL CORP COM 058498106 9,928 250,000 SH   SOLE 250,000 0 0
BALLANTYNE STRONG INC COM 058516105 2,136 480,000 SH   SOLE 480,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 4,185 352,248 SH   SOLE 352,248 0 0
BANCO MACRO SA SPON ADR B 05961W105 7,847 72,675 SH   SOLE 72,675 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 11,561 344,989 SH   SOLE 344,989 0 0
BANK AMER CORP COM 060505104 378,894 12,634,000 SH   SOLE 12,634,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 63,854 1,239,167 SH   SOLE 1,239,167 0 0
BANK OF THE OZARKS COM 063904106 13,033 270,000 SH   SOLE 270,000 0 0
BAOZUN INC SPONSORED ADR 06684L103 2,478 54,000 SH   SOLE 54,000 0 0
BAXTER INTL INC COM 071813109 1,951 30,000 SH   SOLE 30,000 0 0
BB&T CORP COM 054937107 13,687 263,000 SH   SOLE 263,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 2,359 103,406 SH   SOLE 103,406 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 3,187 282,000 SH   SOLE 282,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 9,570 600,000 SH   SOLE 600,000 0 0
BECTON DICKINSON & CO COM 075887109 21,534 99,374 SH   SOLE 99,374 0 0
BEIGENE LTD SPONSORED ADR 07725L102 5,795 34,492 SH   SOLE 34,492 0 0
BEL FUSE INC CL B 077347300 1,607 85,000 SH   SOLE 85,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 28,415 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 179,532 900,000 SH   SOLE 900,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 9,592 175,000 SH   SOLE 175,000 0 0
BIOGEN INC COM 09062X103 68,040 248,485 SH   SOLE 248,485 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 1 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 1,358 25,000 SH   SOLE 25,000 0 0
BLACKROCK INC COM 09247X101 56,610 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 51,120 1,600,000 SH   SOLE 1,600,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 5,772 145,000 SH   SOLE 145,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 1,275 150,000 SH   SOLE 150,000 0 0
BMC STK HLDGS INC COM 05591B109 684 35,000 SH   SOLE 35,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 3,338 328,900 SH   SOLE 328,900 0 0
BOEING CO COM 097023105 49,182 150,000 SH   SOLE 150,000 0 0
BORGWARNER INC COM 099724106 6,279 125,000 SH   SOLE 125,000 0 0
BOSTON PROPERTIES INC COM 101121101 26,616 216,000 SH   SOLE 216,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,387 490,000 SH   SOLE 490,000 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 4,014 225,000 SH   SOLE 225,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8,265 520,500 SH   SOLE 520,500 0 0
BRIGHTCOVE INC COM 10921T101 695 100,000 SH   SOLE 100,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 38,246 744,090 SH   SOLE 744,090 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 115,870 1,831,938 SH   SOLE 1,831,938 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 17,934 310,866 SH   SOLE 310,866 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 1,602 105,000 SH   SOLE 105,000 0 0
BROADCOM LTD SHS Y09827109 74,230 315,000 SH   SOLE 315,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,563 91,369 SH   SOLE 91,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 4,337 226,000 SH   SOLE 226,000 0 0
BRT APARTMENTS CORP COM 055645303 353 30,000 SH   SOLE 30,000 0 0
BSQUARE CORP COM NEW 11776U300 657 154,500 SH   SOLE 154,500 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 11,722 313,500 SH   SOLE 313,500 0 0
BURLINGTON STORES INC COM 122017106 21,038 158,000 SH   SOLE 158,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 6,988 110,000 SH   SOLE 110,000 0 0
CABOT CORP COM 127055101 4,458 80,000 SH   SOLE 80,000 0 0
CABOT OIL & GAS CORP COM 127097103 6,834 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,332 172,200 SH   SOLE 172,200 0 0
CAESARSTONE LTD ORD SHS M20598104 1,376 70,000 SH   SOLE 70,000 0 0
CALAVO GROWERS INC COM 128246105 40,568 440,000 SH   SOLE 440,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 931 25,000 SH   SOLE 25,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 2,020 24,000 SH   SOLE 24,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 5,463 169,400 SH   SOLE 169,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 51,743 540,000 SH   SOLE 540,000 0 0
CAPITAL SR LIVING CORP COM 140475104 1,935 180,000 SH   SOLE 180,000 0 0
CARDINAL HEALTH INC COM 14149Y108 14,416 230,000 SH   SOLE 230,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 329 15,000 SH   SOLE 15,000 0 0
CARLISLE COS INC COM 142339100 33,411 320,000 SH   SOLE 320,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 68,203 1,040,000 SH   SOLE 1,040,000 0 0
CARTER INC COM 146229109 2,603 25,000 SH   SOLE 25,000 0 0
CASEYS GEN STORES INC COM 147528103 15,368 140,000 SH   SOLE 140,000 0 0
CATERPILLAR INC DEL COM 149123101 84,006 570,000 SH   SOLE 570,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 2,168 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 7,720 163,500 SH   SOLE 163,500 0 0
CBS CORP NEW CL B 124857202 107,919 2,100,000 SH   SOLE 2,100,000 0 0
CELADON GROUP INC COM 150838100 37 10,000 SH   SOLE 10,000 0 0
CELCUITY INC COM 15102K100 989 60,000 SH   SOLE 60,000 0 0
CELGENE CORP COM 151020104 50,850 570,000 SH   SOLE 570,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 1,107 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 3,005 453,793 SH   SOLE 453,793 0 0
CENTENE CORP DEL COM 15135B101 1,662 15,550 SH   SOLE 15,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 3,589 131,000 SH   SOLE 131,000 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 2,711 159,476 SH   SOLE 159,476 0 0
CENTURY CMNTYS INC COM 156504300 367 12,245 SH   SOLE 12,245 0 0
CENTURYLINK INC COM 156700106 2,347 142,860 SH   SOLE 142,860 0 0
CERAGON NETWORKS LTD ORD M22013102 245 91,077 SH   SOLE 91,077 0 0
CERNER CORP COM 156782104 9,860 170,000 SH   SOLE 170,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,736 35,000 SH   SOLE 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 10,292 103,600 SH   SOLE 103,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 48,105 900,000 SH   SOLE 900,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 5,750 197,600 SH   SOLE 197,600 0 0
CHESAPEAKE ENERGY CORP COM 165167107 18,120 6,000,000 SH   SOLE 6,000,000 0 0
CHESAPEAKE ENERGY CORP NOTE 5.500% 9/1 165167CY1 65 75,000 SH   SOLE 75,000 0 0
CHEVRON CORP NEW COM 166764100 186,330 1,633,900 SH   SOLE 1,633,900 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 2,520 175,000 SH   SOLE 175,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 23,317 509,654 SH   SOLE 509,654 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,139 19,000 SH   SOLE 19,000 0 0
CHUBB LIMITED COM H1467J104 38,722 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 3,389 87,198 SH   SOLE 87,198 0 0
CHURCH & DWIGHT INC COM 171340102 35,504 705,000 SH   SOLE 705,000 0 0
CIENA CORP COM NEW 171779309 26,418 1,020,000 SH   SOLE 1,020,000 0 0
CIGNA CORPORATION COM 125509109 21,334 127,182 SH   SOLE 127,182 0 0
CIMAREX ENERGY CO COM 171798101 5,647 60,400 SH   SOLE 60,400 0 0
CINEMARK HOLDINGS INC COM 17243V102 10,548 280,000 SH   SOLE 280,000 0 0
CISCO SYS INC COM 17275R102 192,362 4,485,000 SH   SOLE 4,485,000 0 0
CITIGROUP INC COM NEW 172967424 201,218 2,981,000 SH   SOLE 2,981,000 0 0
CITIZENS FINL GROUP INC COM 174610105 8,396 200,000 SH   SOLE 200,000 0 0
CITRIX SYS INC COM 177376100 4,575 49,300 SH   SOLE 49,300 0 0
CITY OFFICE REIT INC COM 178587101 3,931 340,000 SH   SOLE 340,000 0 0
CLIPPER RLTY INC COM 18885T306 1,071 126,500 SH   SOLE 126,500 0 0
CLOROX CO DEL COM 189054109 6,256 47,000 SH   SOLE 47,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 13,728 260,000 SH   SOLE 260,000 0 0
CME GROUP INC COM CL A 12572Q105 29,113 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 9,443 208,500 SH   SOLE 208,500 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,543 100,000 SH   SOLE 100,000 0 0
COCA COLA CO COM 191216100 83,386 1,920,000 SH   SOLE 1,920,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 7,322 175,763 SH   SOLE 175,763 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 412 6,200 SH   SOLE 6,200 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 24,304 560,000 SH   SOLE 560,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,387 54,500 SH   SOLE 54,500 0 0
COHERENT INC COM 192479103 26,236 140,000 SH   SOLE 140,000 0 0
COLGATE PALMOLIVE CO COM 194162103 44,728 624,000 SH   SOLE 624,000 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 4,473 795,885 SH   SOLE 795,885 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 788 38,500 SH   SOLE 38,500 0 0
COMCAST CORP NEW CL A 20030N101 150,348 4,400,000 SH   SOLE 4,400,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,064 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 8,069 313,500 SH   SOLE 313,500 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 7,307 479,774 SH   SOLE 479,774 0 0
CONAGRA BRANDS INC COM 205887102 6,177 167,500 SH   SOLE 167,500 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 916 40,000 SH   SOLE 40,000 0 0
CONOCOPHILLIPS COM 20825C104 113,072 1,907,100 SH   SOLE 1,907,100 0 0
CONSOLIDATED EDISON INC COM 209115104 4,521 58,000 SH   SOLE 58,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 43,304 190,000 SH   SOLE 190,000 0 0
CONTROL4 CORP COM 21240D107 18,473 860,000 SH   SOLE 860,000 0 0
COPA HOLDINGS SA CL A P31076105 7,181 55,827 SH   SOLE 55,827 0 0
CORE MARK HOLDING CO INC COM 218681104 15,945 750,000 SH   SOLE 750,000 0 0
CORNING INC COM 219350105 11,994 430,200 SH   SOLE 430,200 0 0
COSTAMARE INC SHS Y1771G102 192 30,700 SH   SOLE 30,700 0 0
COSTCO WHSL CORP NEW COM 22160K105 34,294 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 3,239 177,000 SH   SOLE 177,000 0 0
COUPA SOFTWARE INC COM 22266L106 570 12,500 SH   SOLE 12,500 0 0
COVANTA HLDG CORP COM 22282E102 2,900 200,000 SH   SOLE 200,000 0 0
CRAY INC COM NEW 225223304 29,187 1,410,000 SH   SOLE 1,410,000 0 0
CREDICORP LTD COM G2519Y108 30,598 134,774 SH   SOLE 134,774 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,459 57,000 SH   SOLE 57,000 0 0
CROCS INC COM 227046109 975 60,000 SH   SOLE 60,000 0 0
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CSX CORP COM 126408103 2,786 50,000 SH   SOLE 50,000 0 0
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CUBESMART COM 229663109 19,958 707,750 SH   SOLE 707,750 0 0
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CVS HEALTH CORP COM 126650100 64,384 1,034,943 SH   SOLE 1,034,943 0 0
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D R HORTON INC COM 23331A109 3,529 80,500 SH   SOLE 80,500 0 0
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DANAHER CORP DEL COM 235851102 15,666 160,000 SH   SOLE 160,000 0 0
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DASEKE INC COM 23753F107 6,364 650,000 SH   SOLE 650,000 0 0
DATAWATCH CORP COM NEW 237917208 2,422 280,000 SH   SOLE 280,000 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 1,531 43,600 SH   SOLE 43,600 0 0
DDR CORP COM 23317H102 3,372 460,000 SH   SOLE 460,000 0 0
DEERE & CO COM 244199105 2,951 19,000 SH   SOLE 19,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 17,992 245,761 SH   SOLE 245,761 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 1,620 34,000 SH   SOLE 34,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 57,825 1,055,000 SH   SOLE 1,055,000 0 0
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DEVON ENERGY CORP NEW COM 25179M103 38,784 1,220,000 SH   SOLE 1,220,000 0 0
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DIGI INTL INC COM 253798102 1,494 145,000 SH   SOLE 145,000 0 0
DISCOVER FINL SVCS COM 254709108 24,276 337,500 SH   SOLE 337,500 0 0
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DISH NETWORK CORP CL A 25470M109 46,605 1,230,000 SH   SOLE 1,230,000 0 0
DISNEY WALT CO COM DISNEY 254687106 246,078 2,450,000 SH   SOLE 2,450,000 0 0
DOLLAR GEN CORP NEW COM 256677105 14,220 152,000 SH   SOLE 152,000 0 0
DOLLAR TREE INC COM 256746108 11,483 121,000 SH   SOLE 121,000 0 0
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DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 2,014 131,200 SH   SOLE 131,200 0 0
DOUGLAS EMMETT INC COM 25960P109 5,385 146,500 SH   SOLE 146,500 0 0
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DR REDDYS LABS LTD ADR 256135203 262 8,000 SH   SOLE 8,000 0 0
DROPBOX INC CL A 26210C104 4,063 130,000 SH   SOLE 130,000 0 0
DTE ENERGY CO COM 233331107 5,742 55,000 SH   SOLE 55,000 0 0
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DUKE REALTY CORP COM NEW 264411505 900 34,000 SH   SOLE 34,000 0 0
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DXC TECHNOLOGY CO COM 23355L106 8,559 85,142 SH   SOLE 85,142 0 0
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EASTMAN CHEM CO COM 277432100 528 5,000 SH   SOLE 5,000 0 0
EATON CORP PLC SHS G29183103 6,393 80,000 SH   SOLE 80,000 0 0
EBAY INC COM 278642103 18,510 460,000 SH   SOLE 460,000 0 0
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ECOLAB INC COM 278865100 28,785 210,000 SH   SOLE 210,000 0 0
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EDGEWELL PERS CARE CO COM 28035Q102 1,416 29,000 SH   SOLE 29,000 0 0
EDISON INTL COM 281020107 10,504 165,000 SH   SOLE 165,000 0 0
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ELECTRONIC ARTS INC COM 285512109 16,137 133,099 SH   SOLE 133,099 0 0
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EMERSON ELEC CO COM 291011104 7,513 110,000 SH   SOLE 110,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,729 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 5,805 423,100 SH   SOLE 423,100 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 1,715 177,900 SH   SOLE 177,900 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 3,179 273,565 SH   SOLE 273,565 0 0
ENEL CHILE S A SPONSORED ADR 29278D105 113 17,600 SH   SOLE 17,600 0 0
ENERGEN CORP COM 29265N108 2,829 45,000 SH   SOLE 45,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,728 29,000 SH   SOLE 29,000 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 23,340 1,438,950 SH   SOLE 1,438,950 0 0
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ENTERGY CORP NEW COM 29364G103 6,594 83,700 SH   SOLE 83,700 0 0
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EOG RES INC COM 26875P101 27,370 260,000 SH   SOLE 260,000 0 0
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EQT CORP COM 26884L109 4,751 100,000 SH   SOLE 100,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 9,527 161,400 SH   SOLE 161,400 0 0
EQUINIX INC COM PAR $0.001 29444U700 24,344 58,220 SH   SOLE 58,220 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 6,748 220,000 SH   SOLE 220,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,846 78,000 SH   SOLE 78,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,786 61,450 SH   SOLE 61,450 0 0
EROS INTL PLC SHS NEW G3788M114 25,288 2,319,990 SH   SOLE 2,319,990 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 2,667 36,875 SH   SOLE 36,875 0 0
ESSEX PPTY TR INC COM 297178105 34,408 142,961 SH   SOLE 142,961 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 21,945 300,000 SH   SOLE 300,000 0 0
EVEREST RE GROUP LTD COM G3223R108 17,977 70,000 SH   SOLE 70,000 0 0
EVERSOURCE ENERGY COM 30040W108 6,187 105,000 SH   SOLE 105,000 0 0
EXELON CORP COM 30161N101 18,062 463,000 SH   SOLE 463,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 55,264 800,000 SH   SOLE 800,000 0 0
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EXXON MOBIL CORP COM 30231G102 331,679 4,445,500 SH   SOLE 4,445,500 0 0
F M C CORP COM NEW 302491303 1,455 19,000 SH   SOLE 19,000 0 0
FACEBOOK INC CL A 30303M102 437,825 2,740,000 SH   SOLE 2,740,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 8,511 73,300 SH   SOLE 73,300 0 0
FEDEX CORP COM 31428X106 66,030 275,000 SH   SOLE 275,000 0 0
FIBROGEN INC COM 31572Q808 815 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,369 159,600 SH   SOLE 159,600 0 0
FINANCIAL ENGINES INC COM 317485100 2,628 75,087 SH   SOLE 75,087 0 0
FINISAR CORP COM NEW 31787A507 25,217 1,595,000 SH   SOLE 1,595,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 32,000 2,000,000 SH   SOLE 2,000,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 14,818 160,000 SH   SOLE 160,000 0 0
FIRSTENERGY CORP COM 337932107 25,167 740,000 SH   SOLE 740,000 0 0
FIVE BELOW INC COM 33829M101 14,045 191,500 SH   SOLE 191,500 0 0
FLEX LTD ORD Y2573F102 5,485 335,859 SH   SOLE 335,859 0 0
FLOWERS FOODS INC COM 343498101 4,454 203,750 SH   SOLE 203,750 0 0
FLOWSERVE CORP COM 34354P105 6,716 155,000 SH   SOLE 155,000 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 1,263 107,000 SH   SOLE 107,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 14,422 157,738 SH   SOLE 157,738 0 0
FOOT LOCKER INC COM 344849104 3,097 68,000 SH   SOLE 68,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 19,944 1,800,000 SH   SOLE 1,800,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 11,285 556,980 SH   SOLE 556,980 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 589 10,000 SH   SOLE 10,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 5,917 256,274 SH   SOLE 256,274 0 0
FREEPORT-MCMORAN INC CL B 35671D857 29,430 1,675,000 SH   SOLE 1,675,000 0 0
FS INVT CORP COM 302635107 6,453 890,000 SH   SOLE 890,000 0 0
GARTNER INC COM 366651107 4,093 34,800 SH   SOLE 34,800 0 0
GASLOG LTD SHS G37585109 219 13,300 SH   SOLE 13,300 0 0
GAZIT GLOBE LTD SHS M4793C102 3,553 362,500 SH   SOLE 362,500 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 2,608 95,000 SH   SOLE 95,000 0 0
GENERAL DYNAMICS CORP COM 369550108 81,733 370,000 SH   SOLE 370,000 0 0
GENERAL ELECTRIC CO COM 369604103 100,089 7,425,000 SH   SOLE 7,425,000 0 0
GENERAL MLS INC COM 370334104 13,596 301,720 SH   SOLE 301,720 0 0
GENERAL MTRS CO COM 37045V100 77,041 2,120,000 SH   SOLE 2,120,000 0 0
GENESEE & WYO INC CL A 371559105 6,371 90,000 SH   SOLE 90,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 4,906 248,926 SH   SOLE 248,926 0 0
GENPACT LIMITED SHS G3922B107 6,108 190,929 SH   SOLE 190,929 0 0
GENUINE PARTS CO COM 372460105 27,850 310,000 SH   SOLE 310,000 0 0
GENWORTH FINL INC COM CL A 37247D106 12,735 4,500,000 SH   SOLE 4,500,000 0 0
GERON CORP COM 374163103 3,698 870,000 SH   SOLE 870,000 0 0
GGP INC COM 36174X101 21,945 1,072,575 SH   SOLE 1,072,575 0 0
G-III APPAREL GROUP LTD COM 36237H101 7,423 197,000 SH   SOLE 197,000 0 0
GILEAD SCIENCES INC COM 375558103 112,708 1,495,000 SH   SOLE 1,495,000 0 0
GLADSTONE LD CORP COM 376549101 3,624 300,000 SH   SOLE 300,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 2,328 335,000 SH   SOLE 335,000 0 0
GLOBAL PMTS INC COM 37940X102 10,193 91,400 SH   SOLE 91,400 0 0
GLOBANT S A COM L44385109 2,857 55,440 SH   SOLE 55,440 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 2,649 154,800 SH   SOLE 154,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 103,892 412,500 SH   SOLE 412,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 6,645 250,000 SH   SOLE 250,000 0 0
GRAMERCY PPTY TR COM NEW 385002308 8,720 401,273 SH   SOLE 401,273 0 0
GRANITE CONSTR INC COM 387328107 14,803 265,000 SH   SOLE 265,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 768 50,000 SH   SOLE 50,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 3,179 100,000 SH   SOLE 100,000 0 0
GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 4,992 286,895 SH   SOLE 286,895 0 0
GREIF INC CL B 397624206 3,612 62,000 SH   SOLE 62,000 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 9,410 143,095 SH   SOLE 143,095 0 0
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GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 2,228 139,600 SH   SOLE 139,600 0 0
GSV CAP CORP COM 36191J101 12,064 1,600,000 SH   SOLE 1,600,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 67,347 2,100,000 SH   SOLE 2,100,000 0 0
HALLIBURTON CO COM 406216101 21,184 451,300 SH   SOLE 451,300 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,995 255,000 SH   SOLE 255,000 0 0
HALYARD HEALTH INC COM 40650V100 852 18,500 SH   SOLE 18,500 0 0
HANESBRANDS INC COM 410345102 2,303 125,000 SH   SOLE 125,000 0 0
HARRIS CORP DEL COM 413875105 5,645 35,000 SH   SOLE 35,000 0 0
HARSCO CORP COM 415864107 20,650 1,000,000 SH   SOLE 1,000,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,861 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 15,174 180,000 SH   SOLE 180,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 10,643 275,000 SH   SOLE 275,000 0 0
HCP INC COM 40414L109 3,368 145,000 SH   SOLE 145,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 61,653 1,625,000 SH   SOLE 1,625,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 73,950 748,716 SH   SOLE 748,716 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 7,393 279,500 SH   SOLE 279,500 0 0
HECLA MNG CO COM 422704106 37,067 10,100,000 SH   SOLE 10,100,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 926 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 6,257 94,000 SH   SOLE 94,000 0 0
HESS CORP COM 42809H107 5,664 111,900 SH   SOLE 111,900 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 7,115 373,700 SH   SOLE 373,700 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 16,663 950,000 SH   SOLE 950,000 0 0
HEXCEL CORP NEW COM 428291108 5,329 82,500 SH   SOLE 82,500 0 0
HFF INC CL A 40418F108 2,087 42,000 SH   SOLE 42,000 0 0
HIGHWOODS PPTYS INC COM 431284108 1,096 25,000 SH   SOLE 25,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 4,823 112,100 SH   SOLE 112,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 27,831 353,366 SH   SOLE 353,366 0 0
HOLLYFRONTIER CORP COM 436106108 4,046 82,800 SH   SOLE 82,800 0 0
HOLOGIC INC COM 436440101 4,528 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 262,191 1,471,000 SH   SOLE 1,471,000 0 0
HONEYWELL INTL INC COM 438516106 54,191 375,000 SH   SOLE 375,000 0 0
HORTONWORKS INC COM 440894103 6,315 310,000 SH   SOLE 310,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 2,283 122,500 SH   SOLE 122,500 0 0
HOWARD HUGHES CORP COM 44267D107 31,959 229,704 SH   SOLE 229,704 0 0
HP INC COM 40434L105 25,725 1,173,600 SH   SOLE 1,173,600 0 0
HUDSON LTD COM CL A G46408103 796 50,000 SH   SOLE 50,000 0 0
HUDSON PAC PPTYS INC COM 444097109 13,841 425,500 SH   SOLE 425,500 0 0
HUMANA INC COM 444859102 28,228 105,000 SH   SOLE 105,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 26,936 104,500 SH   SOLE 104,500 0 0
IAC INTERACTIVECORP COM 44919P508 10,947 70,000 SH   SOLE 70,000 0 0
ICICI BK LTD ADR 45104G104 6,159 695,950 SH   SOLE 695,950 0 0
IDACORP INC COM 451107106 883 10,000 SH   SOLE 10,000 0 0
ILG INC COM 44967H101 4,978 160,000 SH   SOLE 160,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 18,799 120,000 SH   SOLE 120,000 0 0
ILLUMINA INC COM 452327109 43,738 185,000 SH   SOLE 185,000 0 0
INCYTE CORP COM 45337C102 10,416 125,000 SH   SOLE 125,000 0 0
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INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 3,234 159,000 SH   SOLE 159,000 0 0
INFINERA CORPORATION COM 45667G103 7,331 675,000 SH   SOLE 675,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 27,975 1,567,253 SH   SOLE 1,567,253 0 0
INGERSOLL-RAND PLC SHS G47791101 7,268 85,000 SH   SOLE 85,000 0 0
INGEVITY CORP COM 45688C107 1,105 15,000 SH   SOLE 15,000 0 0
INGREDION INC COM 457187102 25,784 200,000 SH   SOLE 200,000 0 0
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INTEGER HLDGS CORP COM 45826H109 6,786 120,000 SH   SOLE 120,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 12,071 395,000 SH   SOLE 395,000 0 0
INTEL CORP COM 458140100 171,343 3,290,000 SH   SOLE 3,290,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,889 95,000 SH   SOLE 95,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 128,697 838,800 SH   SOLE 838,800 0 0
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INTUIT COM 461202103 18,462 106,500 SH   SOLE 106,500 0 0
INVITATION HOMES INC COM 46187W107 25,071 1,098,192 SH   SOLE 1,098,192 0 0
IONIS PHARMACEUTICALS INC COM 462222100 4,408 100,000 SH   SOLE 100,000 0 0
IQIYI INC SPONSORED ADS 46267X108 901 57,968 SH   SOLE 57,968 0 0
IQVIA HLDGS INC COM 46266C105 1,884 19,200 SH   SOLE 19,200 0 0
IRON MTN INC NEW COM 46284V101 1,150 35,000 SH   SOLE 35,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 76,380 6,000,000 SH   SOLE 6,000,000 0 0
ISHARES INC CORE MSCI EMKT 46434G103 19,527 334,373 SH   SOLE 334,373 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 256,131 6,680,487 SH   SOLE 6,680,487 0 0
ISHARES INC MSCI RUSSIA ETF 46434G798 34,111 936,082 SH   SOLE 936,082 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 5,361 111,041 SH   SOLE 111,041 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,490 17,400 SH   SOLE 17,400 0 0
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ISHARES TR CORE MSCI EURO 46434V738 80,889 1,628,205 SH   SOLE 1,628,205 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 21,053 1,349,479 SH   SOLE 1,349,479 0 0
JAKKS PAC INC COM 47012E106 315 150,000 SH   SOLE 150,000 0 0
JBG SMITH PPTYS COM 46590V100 1,681 49,850 SH   SOLE 49,850 0 0
JD COM INC SPON ADR CL A 47215P106 27,085 668,936 SH   SOLE 668,936 0 0
JELD-WEN HLDG INC COM 47580P103 2,906 94,900 SH   SOLE 94,900 0 0
JERNIGAN CAP INC COM 476405105 1,720 95,000 SH   SOLE 95,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 15,951 785,000 SH   SOLE 785,000 0 0
JOHNSON & JOHNSON COM 478160104 376,120 2,935,000 SH   SOLE 2,935,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 20,263 575,000 SH   SOLE 575,000 0 0
JPMORGAN CHASE & CO COM 46625H100 463,304 4,213,000 SH   SOLE 4,213,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 46,687 425,000 SH   SOLE 425,000 0 0
KAR AUCTION SVCS INC COM 48238T109 3,729 68,800 SH   SOLE 68,800 0 0
KBR INC COM 48242W106 37,723 2,330,000 SH   SOLE 2,330,000 0 0
KELLOGG CO COM 487836108 8,451 130,000 SH   SOLE 130,000 0 0
KEYCORP NEW COM 493267108 48,836 2,498,000 SH   SOLE 2,498,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,108 97,500 SH   SOLE 97,500 0 0
KILROY RLTY CORP COM 49427F108 10,644 150,000 SH   SOLE 150,000 0 0
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KINDER MORGAN INC DEL COM 49456B101 67,770 4,500,000 SH   SOLE 4,500,000 0 0
KLA-TENCOR CORP COM 482480100 14,716 135,000 SH   SOLE 135,000 0 0
KLX INC COM 482539103 13,324 187,500 SH   SOLE 187,500 0 0
KOPPERS HOLDINGS INC COM 50060P106 39,456 960,000 SH   SOLE 960,000 0 0
KORN FERRY INTL COM NEW 500643200 2,868 55,600 SH   SOLE 55,600 0 0
KRAFT HEINZ CO COM 500754106 31,107 499,387 SH   SOLE 499,387 0 0
KROGER CO COM 501044101 11,108 464,000 SH   SOLE 464,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 7,753 310,000 SH   SOLE 310,000 0 0
L BRANDS INC COM 501797104 1,528 40,000 SH   SOLE 40,000 0 0
L3 TECHNOLOGIES INC COM 502413107 63,440 305,000 SH   SOLE 305,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,294 8,000 SH   SOLE 8,000 0 0
LADDER CAP CORP CL A 505743104 1,689 112,000 SH   SOLE 112,000 0 0
LAM RESEARCH CORP COM 512807108 50,790 250,000 SH   SOLE 250,000 0 0
LAMB WESTON HLDGS INC COM 513272104 3,251 55,833 SH   SOLE 55,833 0 0
LAUDER ESTEE COS INC CL A 518439104 21,111 141,000 SH   SOLE 141,000 0 0
LAZYDAYS HLDGS INC COM 52110H100 7,243 731,627 SH   SOLE 731,627 0 0
LCI INDS COM 50189K103 23,955 230,000 SH   SOLE 230,000 0 0
LEGG MASON INC COM 524901105 52,032 1,280,000 SH   SOLE 1,280,000 0 0
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LGI HOMES INC COM 50187T106 16,584 235,000 SH   SOLE 235,000 0 0
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MACK CALI RLTY CORP COM 554489104 1,086 65,000 SH   SOLE 65,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 15,936 960,000 SH   SOLE 960,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 15,326 415,000 SH   SOLE 415,000 0 0
MACYS INC COM 55616P104 1,175 39,500 SH   SOLE 39,500 0 0
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MANPOWERGROUP INC COM 56418H100 5,882 51,100 SH   SOLE 51,100 0 0
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MARSH & MCLENNAN COS INC COM 571748102 34,770 421,000 SH   SOLE 421,000 0 0
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METLIFE INC COM 59156R108 72,736 1,585,000 SH   SOLE 1,585,000 0 0
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MICHAEL KORS HLDGS LTD SHS G60754101 14,899 240,000 SH   SOLE 240,000 0 0
MICHAELS COS INC COM 59408Q106 1,675 85,000 SH   SOLE 85,000 0 0
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 1,157 82,395 SH   SOLE 82,395 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 22,383 245,000 SH   SOLE 245,000 0 0
MICRON TECHNOLOGY INC COM 595112103 85,770 1,645,000 SH   SOLE 1,645,000 0 0
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MID AMER APT CMNTYS INC COM 59522J103 10,251 112,350 SH   SOLE 112,350 0 0
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MOHAWK INDS INC COM 608190104 16,081 69,250 SH   SOLE 69,250 0 0
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MOMO INC ADR 60879B107 1,298 34,729 SH   SOLE 34,729 0 0
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MPLX LP COM UNIT REP LTD 55336V100 26,898 814,100 SH   SOLE 814,100 0 0
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MSCI INC COM 55354G100 6,233 41,700 SH   SOLE 41,700 0 0
MSG NETWORK INC CL A 553573106 5,876 260,000 SH   SOLE 260,000 0 0
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MYLAN N V SHS EURO N59465109 10,015 243,255 SH   SOLE 243,255 0 0
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NATIONAL INSTRS CORP COM 636518102 4,688 92,700 SH   SOLE 92,700 0 0
NATIONAL OILWELL VARCO INC COM 637071101 7,730 210,000 SH   SOLE 210,000 0 0
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NETAPP INC COM 64110D104 22,517 365,000 SH   SOLE 365,000 0 0
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NEW HOME CO INC COM 645370107 499 45,000 SH   SOLE 45,000 0 0
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NIKE INC CL B 654106103 21,028 316,500 SH   SOLE 316,500 0 0
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O REILLY AUTOMOTIVE INC NEW COM 67103H107 9,339 37,750 SH   SOLE 37,750 0 0
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OLIN CORP COM PAR $1 680665205 6,534 215,000 SH   SOLE 215,000 0 0
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ONEOK INC NEW COM 682680103 56,442 991,600 SH   SOLE 991,600 0 0
ORACLE CORP COM 68389X105 87,190 1,905,800 SH   SOLE 1,905,800 0 0
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P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 11,480 434,533 SH   SOLE 434,533 0 0
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PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 22,451 1,019,100 SH   SOLE 1,019,100 0 0
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RH COM 74967X103 2,668 28,000 SH   SOLE 28,000 0 0
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SEQUENTIAL BRNDS GROUP INC N COM 81734P107 3,557 1,706,200 SH   SOLE 1,706,200 0 0
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SOUTHWESTERN ENERGY CO COM 845467109 31,479 7,270,000 SH   SOLE 7,270,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 77,600 616,900 SH   SOLE 616,900 0 0
SPECTRA ENERGY PARTNERS LP COM 84756N109 6,419 190,800 SH   SOLE 190,800 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 25,277 302,000 SH   SOLE 302,000 0 0
SPIRIT AIRLS INC COM 848577102 12,656 335,000 SH   SOLE 335,000 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 2,562 330,000 SH   SOLE 330,000 0 0
SQUARE INC CL A 852234103 1,806 36,700 SH   SOLE 36,700 0 0
STAG INDL INC COM 85254J102 10,310 431,000 SH   SOLE 431,000 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 131 11,280 SH   SOLE 11,280 0 0
STARBUCKS CORP COM 855244109 6,947 120,000 SH   SOLE 120,000 0 0
STARWOOD PPTY TR INC COM 85571B105 9,951 475,000 SH   SOLE 475,000 0 0
STATE STR CORP COM 857477103 27,924 280,000 SH   SOLE 280,000 0 0
STEEL DYNAMICS INC COM 858119100 221 5,000 SH   SOLE 5,000 0 0
STEELCASE INC CL A 858155203 911 67,000 SH   SOLE 67,000 0 0
STERICYCLE INC COM 858912108 8,194 140,000 SH   SOLE 140,000 0 0
STIFEL FINL CORP COM 860630102 21,323 360,000 SH   SOLE 360,000 0 0
STRYKER CORP COM 863667101 7,241 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 630 548,000 SH   SOLE 548,000 0 0
SUMMIT HOTEL PPTYS INC COM 866082100 1,742 128,000 SH   SOLE 128,000 0 0
SUMMIT MATLS INC CL A 86614U100 614 20,280 SH   SOLE 20,280 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 2,335 166,200 SH   SOLE 166,200 0 0
SUN CMNTYS INC COM 866674104 22,870 250,300 SH   SOLE 250,300 0 0
SUNOCO LP COM U REP LP 86765K109 2,763 108,300 SH   SOLE 108,300 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,607 105,584 SH   SOLE 105,584 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,265 150,000 SH   SOLE 150,000 0 0
SUTHERLAND ASSET MGMT CORP M COM 86933G105 2,106 139,000 SH   SOLE 139,000 0 0
SVB FINL GROUP COM 78486Q101 69,363 289,000 SH   SOLE 289,000 0 0
SYMANTEC CORP COM 871503108 6,204 240,000 SH   SOLE 240,000 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 13,715 1,300,000 SH   SOLE 1,300,000 0 0
SYNCHRONY FINL COM 87165B103 56,017 1,670,648 SH   SOLE 1,670,648 0 0
SYNOPSYS INC COM 871607107 8,890 106,800 SH   SOLE 106,800 0 0
SYSCO CORP COM 871829107 19,967 333,000 SH   SOLE 333,000 0 0
TAILORED BRANDS INC COM 87403A107 1,378 55,000 SH   SOLE 55,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 187,685 4,288,948 SH   SOLE 4,288,948 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 22,333 228,400 SH   SOLE 228,400 0 0
TAL ED GROUP SPONSORED ADS 874080104 7,862 211,960 SH   SOLE 211,960 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 5,274 139,200 SH   SOLE 139,200 0 0
TAPESTRY INC COM 876030107 3,157 60,000 SH   SOLE 60,000 0 0
TARGET CORP COM 87612E106 24,639 354,880 SH   SOLE 354,880 0 0
TASEKO MINES LTD COM 876511106 75 65,362 SH   SOLE 65,362 0 0
TATA MTRS LTD SPONSORED ADR 876568502 3,066 119,300 SH   SOLE 119,300 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 5,037 145,200 SH   SOLE 145,200 0 0
TCG BDC INC COM 872280102 11,635 650,000 SH   SOLE 650,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 16,064 160,800 SH   SOLE 160,800 0 0
TELADOC INC COM 87918A105 1,814 45,000 SH   SOLE 45,000 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 303 9,674 SH   SOLE 9,674 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 13,590 884,784 SH   SOLE 884,784 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 6,366 262,500 SH   SOLE 262,500 0 0
TERADYNE INC COM 880770102 14,627 320,000 SH   SOLE 320,000 0 0
TERNIUM SA SPON ADR 880890108 1,876 57,728 SH   SOLE 57,728 0 0
TERRENO RLTY CORP COM 88146M101 6,212 180,000 SH   SOLE 180,000 0 0
TESARO INC COM 881569107 11,999 210,000 SH   SOLE 210,000 0 0
TESLA INC COM 88160R101 7,984 30,000 SH   SOLE 30,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 7,520 440,000 SH   SOLE 440,000 0 0
TEXAS INSTRS INC COM 882508104 58,490 563,000 SH   SOLE 563,000 0 0
TEXTRON INC COM 883203101 33,024 560,000 SH   SOLE 560,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 5,467 225,459 SH   SOLE 225,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 19,614 95,000 SH   SOLE 95,000 0 0
THOR INDS INC COM 885160101 65,647 570,000 SH   SOLE 570,000 0 0
TIER REIT INC COM NEW 88650V208 1,100 59,500 SH   SOLE 59,500 0 0
TIFFANY & CO NEW COM 886547108 4,883 50,000 SH   SOLE 50,000 0 0
TIME WARNER INC COM NEW 887317303 234,558 2,480,000 SH   SOLE 2,480,000 0 0
TITAN INTL INC ILL COM 88830M102 8,953 710,000 SH   SOLE 710,000 0 0
TJX COS INC NEW COM 872540109 22,429 275,000 SH   SOLE 275,000 0 0
TOLL BROTHERS INC COM 889478103 4,855 112,250 SH   SOLE 112,250 0 0
TOOTSIE ROLL INDS INC COM 890516107 2,783 94,493 SH   SOLE 94,493 0 0
TOTAL SYS SVCS INC COM 891906109 9,782 113,400 SH   SOLE 113,400 0 0
TPG SPECIALTY LENDING INC COM 87265K102 76,798 4,300,000 SH   SOLE 4,300,000 0 0
TRANSDIGM GROUP INC COM 893641100 9,208 30,000 SH   SOLE 30,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,145 115,700 SH   SOLE 115,700 0 0
TRAVELCENTERS AMER LLC COM 894174101 4,680 1,300,000 SH   SOLE 1,300,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 21,745 156,595 SH   SOLE 156,595 0 0
TREEHOUSE FOODS INC COM 89469A104 9,185 240,000 SH   SOLE 240,000 0 0
TRI POINTE GROUP INC COM 87265H109 2,136 130,000 SH   SOLE 130,000 0 0
TRIANGLE CAP CORP COM 895848109 21,147 1,900,000 SH   SOLE 1,900,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 21,924 870,000 SH   SOLE 870,000 0 0
TRUPANION INC COM 898202106 11,956 400,000 SH   SOLE 400,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 160 48,500 SH   SOLE 48,500 0 0
TUPPERWARE BRANDS CORP COM 899896104 5,032 104,000 SH   SOLE 104,000 0 0
TUTOR PERINI CORP COM 901109108 4,851 220,000 SH   SOLE 220,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 7,274 200,000 SH   SOLE 200,000 0 0
ULTA BEAUTY INC COM 90384S303 8,681 42,500 SH   SOLE 42,500 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 25,025 1,300,000 SH   SOLE 1,300,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 479 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 5,176 386,000 SH   SOLE 386,000 0 0
UNDER ARMOUR INC CL C 904311206 30,135 2,100,000 SH   SOLE 2,100,000 0 0
UNION PAC CORP COM 907818108 38,985 290,000 SH   SOLE 290,000 0 0
UNITED CONTL HLDGS INC COM 910047109 10,073 145,000 SH   SOLE 145,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 1,135 438,200 SH   SOLE 438,200 0 0
UNITED NAT FOODS INC COM 911163103 4,723 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 86,345 825,000 SH   SOLE 825,000 0 0
UNITED RENTALS INC COM 911363109 58,210 337,000 SH   SOLE 337,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 20,760 165,000 SH   SOLE 165,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 120,873 564,828 SH   SOLE 564,828 0 0
UNITI GROUP INC COM 91325V108 12,707 782,000 SH   SOLE 782,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 25,270 250,200 SH   SOLE 250,200 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,881 75,000 SH   SOLE 75,000 0 0
US BANCORP DEL COM NEW 902973304 48,766 965,671 SH   SOLE 965,671 0 0
VALE S A ADR 91912E105 9,941 781,510 SH   SOLE 781,510 0 0
VALERO ENERGY CORP NEW COM 91913Y100 22,988 247,800 SH   SOLE 247,800 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 8,029 353,100 SH   SOLE 353,100 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 3,957 69,171 SH   SOLE 69,171 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 135,846 1,800,000 SH   SOLE 1,800,000 0 0
VECTREN CORP COM 92240G101 1,278 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 2,342 133,300 SH   SOLE 133,300 0 0
VENTAS INC COM 92276F100 13,334 269,200 SH   SOLE 269,200 0 0
VEON LTD SPONSORED ADR 91822M106 271 102,800 SH   SOLE 102,800 0 0
VEREIT INC COM 92339V100 3,654 525,000 SH   SOLE 525,000 0 0
VERISIGN INC COM 92343E102 3,699 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 7,010 67,400 SH   SOLE 67,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 183,221 3,831,468 SH   SOLE 3,831,468 0 0
VERSUM MATLS INC COM 92532W103 3,481 92,500 SH   SOLE 92,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 37,485 230,000 SH   SOLE 230,000 0 0
VIACOM INC NEW CL B 92553P201 34,166 1,100,000 SH   SOLE 1,100,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 2,454 147,647 SH   SOLE 147,647 0 0
VISA INC COM CL A 92826C839 287,758 2,405,600 SH   SOLE 2,405,600 0 0
VISTRA ENERGY CORP COM 92840M102 3,333 160,000 SH   SOLE 160,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 15,372 228,400 SH   SOLE 228,400 0 0
VOYA FINL INC COM 929089100 25,250 500,000 SH   SOLE 500,000 0 0
W R BERKLEY CORPORATION COM 084423102 5,300 72,905 SH   SOLE 72,905 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 28,597 436,800 SH   SOLE 436,800 0 0
WALMART INC COM 931142103 119,131 1,339,000 SH   SOLE 1,339,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 300 45,050 SH   SOLE 45,050 0 0
WASTE MGMT INC DEL COM 94106L109 9,674 115,000 SH   SOLE 115,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 31,857 410,000 SH   SOLE 410,000 0 0
WAYFAIR INC CL A 94419L101 4,356 64,500 SH   SOLE 64,500 0 0
WEB COM GROUP INC COM 94733A104 1,991 110,000 SH   SOLE 110,000 0 0
WEC ENERGY GROUP INC COM 92939U106 6,834 109,000 SH   SOLE 109,000 0 0
WEIBO CORP SPONSORED ADR 948596101 4,102 34,313 SH   SOLE 34,313 0 0
WELLS FARGO CO NEW COM 949746101 248,471 4,740,900 SH   SOLE 4,740,900 0 0
WELLTOWER INC COM 95040Q104 16,084 295,500 SH   SOLE 295,500 0 0
WESTERN DIGITAL CORP COM 958102105 95,242 1,032,209 SH   SOLE 1,032,209 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 2,315 69,900 SH   SOLE 69,900 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 9,473 222,000 SH   SOLE 222,000 0 0
WESTROCK CO COM 96145D105 35,615 555,000 SH   SOLE 555,000 0 0
WEX INC COM 96208T104 5,043 32,200 SH   SOLE 32,200 0 0
WEYERHAEUSER CO COM 962166104 11,375 325,000 SH   SOLE 325,000 0 0
WHIRLPOOL CORP COM 963320106 26,756 174,750 SH   SOLE 174,750 0 0
WHITESTONE REIT COM 966084204 5,346 514,500 SH   SOLE 514,500 0 0
WIDEOPENWEST INC COM 96758W101 7,150 1,000,000 SH   SOLE 1,000,000 0 0
WILLIAMS COS INC DEL COM 969457100 13,601 547,100 SH   SOLE 547,100 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 25,192 731,700 SH   SOLE 731,700 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 2,300 445,800 SH   SOLE 445,800 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 1,496 33,013 SH   SOLE 33,013 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 6,482 180,000 SH   SOLE 180,000 0 0
WORLDPAY INC CL A 981558109 6,678 81,200 SH   SOLE 81,200 0 0
WPX ENERGY INC COM 98212B103 2,734 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 5,435 47,500 SH   SOLE 47,500 0 0
XCEL BRANDS INC COM NEW 98400M101 1,758 549,419 SH   SOLE 549,419 0 0
XCEL ENERGY INC COM 98389B100 10,347 227,500 SH   SOLE 227,500 0 0
XENON PHARMACEUTICALS INC COM 98420N105 319 65,000 SH   SOLE 65,000 0 0
XL GROUP LTD COM G98294104 15,473 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 5,603 270,000 SH   SOLE 270,000 0 0
YANDEX N V SHS CLASS A N97284108 7,523 190,700 SH   SOLE 190,700 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 12,739 589,233 SH   SOLE 589,233 0 0
YUM BRANDS INC COM 988498101 9,620 113,000 SH   SOLE 113,000 0 0
YUM CHINA HLDGS INC COM 98850P109 6,085 146,627 SH   SOLE 146,627 0 0
YY INC ADS REPCOM CLA 98426T106 1,558 14,815 SH   SOLE 14,815 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 6,597 60,500 SH   SOLE 60,500 0 0
ZOETIS INC CL A 98978V103 68,331 818,234 SH   SOLE 818,234 0 0
ZYNGA INC CL A 98986T108 4,719 1,289,300 SH   SOLE 1,289,300 0 0