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 4 17 SH   SOLE NONE 17 0 0
ABBOTT LABS COM 002824100 43 810 SH   SOLE NONE 810 0 0
ACTIVISION BLIZZARD INC COM 00507V109 18,231 282,600 SH   SOLE NONE 282,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107 93,367 7,322,893 SH   SOLE NONE 7,322,893 0 0
AFFILIATED MANAGERS GROUP COM 008252108 759 4,000 SH   SOLE NONE 4,000 0 0
AIR LEASE CORP CL A 00912X302 36,276 851,150 SH   SOLE NONE 851,150 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 316,029 1,829,825 SH   SOLE NONE 1,829,825 0 0
ALLERGAN PLC SHS G0177J108 46,596 227,351 SH   SOLE NONE 227,351 0 0
ALPHABET INC CAP STK CL C 02079K107 162,402 169,326 SH   SOLE NONE 169,326 0 0
ALTRIA GROUP INC COM 02209S103 23,642 372,777 SH   SOLE NONE 372,777 0 0
AMAZON COM INC COM 023135106 54,792 56,995 SH   SOLE NONE 56,995 0 0
AMERICAN ASSETS TR INC COM 024013104 933 23,450 SH   SOLE NONE 23,450 0 0
AMERICAN EXPRESS CO COM 025816109 24,364 269,339 SH   SOLE NONE 269,339 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 141,619 6,523,200 SH   SOLE NONE 6,523,200 0 0
AMGEN INC COM 031162100 9,022 48,389 SH   SOLE NONE 48,389 0 0
ANADARKO PETE CORP COM 032511107 2,132 43,650 SH   SOLE NONE 43,650 0 0
ANTHEM INC COM 036752103 76,351 402,100 SH   SOLE NONE 402,100 0 0
APPLE INC COM 037833100 279,185 1,811,476 SH   SOLE NONE 1,811,476 0 0
APPLIED MATLS INC COM 038222105 5,506 105,700 SH   SOLE NONE 105,700 0 0
ARISTA NETWORKS INC COM 040413106 6,086 32,100 SH   SOLE NONE 32,100 0 0
AT&T INC COM 00206R102 19 484 SH   SOLE NONE 484 0 0
AVANGRID INC COM 05351W103 5,344 112,700 SH   SOLE NONE 112,700 0 0
BANK AMER CORP COM 060505104 142,787 5,634,851 SH   SOLE NONE 5,634,851 0 0
BARCLAYS PLC NOTE 8.250%12/2 06738EAA3 25,350 24,000,000 SH   SOLE NONE 24,000,000 0 0
BARRICK GOLD CORP OPTIONS 067901908 6,830 166,396 SH Call SOLE NONE 166,396 0 0
BARRICK GOLD CORP COM 067901108 2,021 125,600 SH   SOLE NONE 125,600 0 0
BLACKBERRY LTD COM 09228F103 34,524 3,088,011 SH   SOLE NONE 3,088,011 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 68,564 1,075,680 SH   SOLE NONE 1,075,680 0 0
BROADCOM LTD SHS Y09827109 49,163 202,700 SH   SOLE NONE 202,700 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 106,926 2,589,015 SH   SOLE NONE 2,589,015 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 112,641 4,824,011 SH   SOLE NONE 4,824,011 0 0
BURLINGTON STORES INC COM 122017106 18,295 191,650 SH   SOLE NONE 191,650 0 0
CABOT OIL & GAS CORP COM 127097103 2,527 94,450 SH   SOLE NONE 94,450 0 0
CATERPILLAR INC DEL COM 149123101 21 166 SH   SOLE NONE 166 0 0
CELGENE CORP COM 151020104 97,473 668,450 SH   SOLE NONE 668,450 0 0
CHENIERE ENERGY INC COM NEW 16411R208 120,279 2,670,500 SH   SOLE NONE 2,670,500 0 0
CHINA RAPID FIN LTD SPONSORED ADR 16953Q105 3,295 500,000 SH   SOLE NONE 500,000 0 0
CIMAREX ENERGY CO COM 171798101 4,763 41,900 SH   SOLE NONE 41,900 0 0
CISCO SYS INC COM 17275R102 31,790 945,300 SH   SOLE NONE 945,300 0 0
CITIGROUP INC COM NEW 172967424 237,899 3,270,541 SH   SOLE NONE 3,270,541 0 0
CLIPPER RLTY INC COM 18885T306 3,118 291,100 SH   SOLE NONE 291,100 0 0
COACH INC COM 189754104 8,688 215,700 SH   SOLE NONE 215,700 0 0
COCA COLA CO COM 191216100 76,202 1,693,000 SH   SOLE NONE 1,693,000 0 0
COLGATE PALMOLIVE CO COM 194162103 7,584 104,100 SH   SOLE NONE 104,100 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 297,586 23,693,175 SH   SOLE NONE 23,693,175 0 0
COMMVAULT SYSTEMS INC COM 204166102 2,736 45,000 SH   SOLE NONE 45,000 0 0
CONCHO RES INC COM 20605P101 21,148 160,550 SH   SOLE NONE 160,550 0 0
CONOCOPHILLIPS COM 20825C104 621 12,400 SH   SOLE NONE 12,400 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,952 76,450 SH   SOLE NONE 76,450 0 0
CREDICORP LTD COM G2519Y108 33,433 163,070 SH   SOLE NONE 163,070 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 30 300 SH   SOLE NONE 300 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 7,104 134,700 SH   SOLE NONE 134,700 0 0
CVS HEALTH CORP COM 126650100 7,400 91,000 SH   SOLE NONE 91,000 0 0
DANAHER CORP DEL COM 235851102 79,040 921,422 SH   SOLE NONE 921,422 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 4,488 58,126 SH   SOLE NONE 58,126 0 0
DEVON ENERGY CORP NEW COM 25179M103 55,562 1,513,550 SH   SOLE NONE 1,513,550 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 44 330 SH   SOLE NONE 330 0 0
DISCOVER FINL SVCS COM 254709108 77,901 1,208,137 SH   SOLE NONE 1,208,137 0 0
DISNEY WALT CO COM DISNEY 254687106 9,177 93,100 SH   SOLE NONE 93,100 0 0
DOLBY LABORATORIES INC COM 25659T107 1,356 23,570 SH   SOLE NONE 23,570 0 0
DOWDUPONT INC COM 26078J100 166,257 2,401,514 SH   SOLE NONE 2,401,514 0 0
DXC TECHNOLOGY CO COM 23355L106 849 9,887 SH   SOLE NONE 9,887 0 0
EATON CORP PLC SHS G29183103 1,181 15,376 SH   SOLE NONE 15,376 0 0
ELECTRONIC ARTS INC COM 285512109 3,471 29,400 SH   SOLE NONE 29,400 0 0
ENBRIDGE INC COM 29250N105 112,382 2,685,988 SH   SOLE NONE 2,685,988 0 0
ENBRIDGE INC NOTE 6.000% 1/1 29250NAN5 34,947 33,000,000 SH   SOLE NONE 33,000,000 0 0
ENVISION HEALTHCARE CORP CORP 29414D100 9,084 202,100 SH   SOLE NONE 202,100 0 0
EOG RES INC COM 26875P101 234,434 2,423,336 SH   SOLE NONE 2,423,336 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 10,633 531,670 SH   SOLE NONE 531,670 0 0
FACEBOOK INC CL A 30303M102 7,057 41,300 SH   SOLE NONE 41,300 0 0
FINISAR CORP COM NEW 31787A507 18,924 853,600 SH   SOLE NONE 853,600 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 783 7,500 SH   SOLE NONE 7,500 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 11,594 850,000 SH   SOLE NONE 850,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 215,405 8,443,945 SH   SOLE NONE 8,443,945 0 0
FRONTIER COMMUNICATIONS CORP PFD CONV SER-A 35906A207 6,068 315,400 SH   SOLE NONE 315,400 0 0
FRONTIER COMMUNICATIONS CORP COM NEW 35906A306 19,498 1,653,783 SH   SOLE NONE 1,653,783 0 0
GENERAL DYNAMICS CORP COM 369550108 43,646 212,305 SH   SOLE NONE 212,305 0 0
GENERAL ELECTRIC CO COM 369604103 38,984 1,612,259 SH   SOLE NONE 1,612,259 0 0
GILEAD SCIENCES INC COM 375558103 53,281 657,625 SH   SOLE NONE 657,625 0 0
GLOBAL X FDS GBX X FTSEAR NEW 37950E259 9,604 302,000 SH   SOLE NONE 302,000 0 0
HALLIBURTON CO COM 406216101 60,679 1,318,250 SH   SOLE NONE 1,318,250 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 7,276 665,700 SH   SOLE NONE 665,700 0 0
HOME DEPOT INC COM 437076102 73,577 449,850 SH   SOLE NONE 449,850 0 0
HONEYWELL INTL INC COM 438516106 63,393 447,250 SH   SOLE NONE 447,250 0 0
HSBC HLDGS PLC NOTE 6.375%12/2 404280AT6 5,364 5,000,000 SH   SOLE NONE 5,000,000 0 0
HSBC HLDGS PLC NOTE 6.875%12/2 404280BC2 10,479 9,625,000 SH   SOLE NONE 9,625,000 0 0
ICICI BK LTD ADR 45104G104 9,345 1,091,650 SH   SOLE NONE 1,091,650 0 0
ING GROEP N V DBCV 6.000%12/2 456837AE3 15,494 15,049,000 SH   SOLE NONE 15,049,000 0 0
ING GROEP N V DBCV 6.500%12/2 456837AF0 50,887 47,500,000 SH   SOLE NONE 47,500,000 0 0
INGERSOLL-RAND PLC SHS G47791101 41,259 462,700 SH   SOLE NONE 462,700 0 0
INTEL CORP COM 458140100 24,693 648,448 SH   SOLE NONE 648,448 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 15,684 350,000 SH   SOLE NONE 350,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 25,216 208,000 SH   SOLE NONE 208,000 0 0
ISHARES TR 20+ YR TR BD ETF 464287432 150,820 1,208,880 SH   SOLE NONE 1,208,880 0 0
ISHARES TR 7-10 Y TR BD ETF 464287440 2,522 23,680 SH   SOLE NONE 23,680 0 0
ISHARES TR U.S. REAL ES ETF 464287739 59,239 741,600 SH   SOLE NONE 741,600 0 0
ISHARES TR JP MOR EM MK ETF 464288281 190,698 1,637,878 SH   SOLE NONE 1,637,878 0 0
ISHARES TR IBOXX HI YD ETF 464288513 13,278 149,600 SH   SOLE NONE 149,600 0 0
ISHARES TR OPTIONS 464287902 272 5,500 SH Call SOLE NONE 5,500 0 0
ISHARES TR OPTIONS 464287952 418 1,400 SH Put SOLE NONE 1,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598 14,203 432,350 SH   SOLE NONE 432,350 0 0
JBG SMITH PPTYS COM 46590V100 194 5,665 SH   SOLE NONE 5,665 0 0
JD COM INC SPON ADR CL A 47215P106 11,023 288,550 SH   SOLE NONE 288,550 0 0
JOHNSON & JOHNSON COM 478160104 30,452 234,227 SH   SOLE NONE 234,227 0 0
JPMORGAN CHASE & CO COM 46625H100 69,614 728,862 SH   SOLE NONE 728,862 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 41,451 2,234,558 SH   SOLE NONE 2,234,558 0 0
KEYCORP NEW COM 493267108 10,108 537,070 SH   SOLE NONE 537,070 0 0
KINDER MORGAN INC DEL COM 49456B101 65,816 3,431,503 SH   SOLE NONE 3,431,503 0 0
KRAFT HEINZ CO COM 500754106 15,758 203,200 SH   SOLE NONE 203,200 0 0
LAM RESEARCH CORP COM 512807108 5,126 27,700 SH   SOLE NONE 27,700 0 0
LAUDER ESTEE COS INC CL A 518439104 46,242 428,800 SH   SOLE NONE 428,800 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 899 67,000 SH   SOLE NONE 67,000 0 0
LLOYDS BANKING GROUP PLC SDCV 7.500%12/3 539439AG4 1,870 1,668,000 SH   SOLE NONE 1,668,000 0 0
LOGMEIN INC COM 54142L109 3,552 32,275 SH   SOLE NONE 32,275 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 1,085 5,070 SH   SOLE NONE 5,070 0 0
MARATHON PETE CORP COM 56585A102 1,091 19,450 SH   SOLE NONE 19,450 0 0
MARTIN MARIETTA MATLS INC COM 573284106 54,546 264,490 SH   SOLE NONE 264,490 0 0
MASCO CORP COM 574599106 11,118 285,000 SH   SOLE NONE 285,000 0 0
MASTERCARD INC CL A 57636Q104 16,964 120,140 SH   SOLE NONE 120,140 0 0
MEDTRONIC PLC SHS G5960L103 72,015 926,000 SH   SOLE NONE 926,000 0 0
MERCK & CO INC NEW COM 58933Y105 18,730 292,521 SH   SOLE NONE 292,521 0 0
MGIC INVT CORP WIS COM 552848103 710 56,700 SH   SOLE NONE 56,700 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 5 165 SH   SOLE NONE 165 0 0
MGM RESORTS INTERNATIONAL COM 552953101 12 372 SH   SOLE NONE 372 0 0
MICRON TECHNOLOGY INC COM 595112103 297,740 7,570,300 SH   SOLE NONE 7,570,300 0 0
MICROSOFT CORP COM 594918104 207,556 2,786,360 SH   SOLE NONE 2,786,360 0 0
MOLSON COORS BREWING CO CL B 60871R209 88,511 1,084,165 SH   SOLE NONE 1,084,165 0 0
MONDELEZ INTL INC CL A 609207105 90,121 2,216,450 SH   SOLE NONE 2,216,450 0 0
MULESOFT INC CL A 625207105 2,199 109,169 SH   SOLE NONE 109,169 0 0
NEWELL RUBBERMAID INC COM 651229106 74,007 1,734,400 SH   SOLE NONE 1,734,400 0 0
NEWMONT MINING CORP COM 651639106 7,770 207,150 SH   SOLE NONE 207,150 0 0
NEWMONT MINING CORP OPTIONS 651639906 3,511 14,197 SH Call SOLE NONE 14,197 0 0
NEXTERA ENERGY INC COM 65339F101 138,078 942,190 SH   SOLE NONE 942,190 0 0
NIKE INC CL B 654106103 54,126 1,043,900 SH   SOLE NONE 1,043,900 0 0
NOBLE ENERGY INC COM 655044105 2,243 79,100 SH   SOLE NONE 79,100 0 0
NUCOR CORP COM 670346105 55,250 985,906 SH   SOLE NONE 985,906 0 0
NVIDIA CORP COM 67066G104 129 720 SH   SOLE NONE 720 0 0
NXP SEMICONDUCTORS N V COM N6596X109 105,941 936,785 SH   SOLE NONE 936,785 0 0
OKTA INC CL A 679295105 212 7,500 SH   SOLE NONE 7,500 0 0
ORACLE CORP COM 68389X105 238,573 4,934,295 SH   SOLE NONE 4,934,295 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 5,781 88,800 SH   SOLE NONE 88,800 0 0
PARKER HANNIFIN CORP COM 701094104 11 63 SH   SOLE NONE 63 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 69,025 2,864,100 SH   SOLE NONE 2,864,100 0 0
PATTERSON UTI ENERGY INC COM 703481101 44,958 2,147,000 SH   SOLE NONE 2,147,000 0 0
PENTAIR PLC SHS G7S00T104 2 32 SH   SOLE NONE 32 0 0
PEPSICO INC COM 713448108 65,192 585,047 SH   SOLE NONE 585,047 0 0
PFIZER INC COM 717081103 141,499 3,963,547 SH   SOLE NONE 3,963,547 0 0
PIONEER NAT RES CO COM 723787107 69,552 471,411 SH   SOLE NONE 471,411 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 1,210 116,000 SH   SOLE NONE 116,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 19,966 148,147 SH   SOLE NONE 148,147 0 0
PROCTER & GAMBLE CO COM 742718109 98,713 1,084,998 SH   SOLE NONE 1,084,998 0 0
QUALCOMM INC COM 747525103 48,061 927,099 SH   SOLE NONE 927,099 0 0
QUANTA SVCS INC COM 74762E102 11,529 308,500 SH   SOLE NONE 308,500 0 0
RANDGOLD RES LTD ADR 752344309 2,169 22,210 SH   SOLE NONE 22,210 0 0
RANGE RES CORP COM 75281A109 2,577 131,700 SH   SOLE NONE 131,700 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 34,989 1,840,583 SH   SOLE NONE 1,840,583 0 0
ROYAL BK OF SCOTLAND PLC DEBT 7.500%12/3 780099CJ4 21,992 21,000,000 SH   SOLE NONE 21,000,000 0 0
ROYAL BK SCOTLAND GROUP PLC NOTE 8.625%12/3 780097BB6 16,631 15,000,000 SH   SOLE NONE 15,000,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 19,937 329,100 SH   SOLE NONE 329,100 0 0
RSP PERMIAN INC COM 74978Q105 23,006 665,100 SH   SOLE NONE 665,100 0 0
SCHLUMBERGER LTD COM 806857108 33,593 481,546 SH   SOLE NONE 481,546 0 0
SEALED AIR CORP NEW COM 81211K100 50,888 1,191,200 SH   SOLE NONE 1,191,200 0 0
SEMPRA ENERGY COM 816851109 105,908 927,960 SH   SOLE NONE 927,960 0 0
SHOPIFY INC CL A 82509L107 37,079 318,300 SH   SOLE NONE 318,300 0 0
SINA CORP ORD G81477104 13,666 119,200 SH   SOLE NONE 119,200 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 160,246 2,629,575 SH   SOLE NONE 2,629,575 0 0
SNAP INC CL A 83304A106 691 47,500 SH   SOLE NONE 47,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 176,222 1,449,429 SH   SOLE NONE 1,449,429 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 4,785 100,180 SH   SOLE NONE 100,180 0 0
SPDR S&P500 ETF TR OPTIONS 78462F953 1,045 41,942 SH Put SOLE NONE 41,942 0 0
SPDR SERIES TRUST BRCLY EM LOCL 78464A391 5,815 194,604 SH   SOLE NONE 194,604 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 3 30 SH   SOLE NONE 30 0 0
SVB FINL GROUP COM 78486Q101 95,902 512,600 SH   SOLE NONE 512,600 0 0
SYMANTEC CORP COM 871503108 146,038 4,451,035 SH   SOLE NONE 4,451,035 0 0
SYNCHRONY FINL COM 87165B103 324,674 10,456,494 SH   SOLE NONE 10,456,494 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 88,832 2,365,694 SH   SOLE NONE 2,365,694 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 72,434 1,484,300 SH   SOLE NONE 1,484,300 0 0
TESLA INC OPTIONS 88160R951 262 1,208 SH Put SOLE NONE 1,208 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 122,648 648,245 SH   SOLE NONE 648,245 0 0
TJX COS INC NEW COM 872540109 15,155 205,541 SH   SOLE NONE 205,541 0 0
TORONTO DOMINION BK ONT NOTE 3.625% 9/1 891160MJ9 959 965,000 SH   SOLE NONE 965,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 73,508 2,850,243 SH   SOLE NONE 2,850,243 0 0
UNION PAC CORP COM 907818108 25,303 218,188 SH   SOLE NONE 218,188 0 0
UNITED PARCEL SERVICE INC CL B 911312106 22,853 190,301 SH   SOLE NONE 190,301 0 0
UNITED STATES STL CORP NEW COM 912909108 9,402 366,400 SH   SOLE NONE 366,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 155,912 796,077 SH   SOLE NONE 796,077 0 0
VANGUARD INDEX FDS REIT ETF 922908553 1,911 23,000 SH   SOLE NONE 23,000 0 0
VEREIT INC COM 92339V100 133,992 16,163,115 SH   SOLE NONE 16,163,115 0 0
VMWARE INC CL A COM 928563402 3,636 33,300 SH   SOLE NONE 33,300 0 0
VORNADO RLTY TR SH BEN INT 929042109 871 11,330 SH   SOLE NONE 11,330 0 0
VULCAN MATLS CO COM 929160109 55,271 462,131 SH   SOLE NONE 462,131 0 0
WABCO HLDGS INC COM 92927K102 7,243 48,939 SH   SOLE NONE 48,939 0 0
WARRIOR MET COAL INC COM 93627C101 3,576 151,700 SH   SOLE NONE 151,700 0 0
WEIBO CORP SPONSORED ADR 948596101 5,372 54,300 SH   SOLE NONE 54,300 0 0
WELLS FARGO & CO NEW COM 949746101 279,792 5,073,300 SH   SOLE NONE 5,073,300 0 0
WELLS FARGO & CO NEW *W EXP 10/28/201 949746119 208,040 9,649,361 SH   SOLE NONE 9,649,361 0 0
WESTROCK CO COM 96145D105 1,952 34,400 SH   SOLE NONE 34,400 0 0
WILLIAMS COS INC DEL COM 969457100 215,946 7,195,800 SH   SOLE NONE 7,195,800 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 117,015 758,706 SH   SOLE NONE 758,706 0 0
WINGSTOP INC COM 974155103 11,977 360,200 SH   SOLE NONE 360,200 0 0
XILINX INC COM 983919101 3,147 44,430 SH   SOLE NONE 44,430 0 0
XYLEM INC COM 98419M100 190 3,030 SH   SOLE NONE 3,030 0 0
YEXT INC COM 98585N106 3,320 250,000 SH   SOLE NONE 250,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 10,249 460,000 SH   SOLE NONE 460,000 0 0