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 27,876 126,987 SH   SOLE   126,987 0 0
AAR CORP COM 000361105 4,490 101,786 SH   SOLE   101,786 0 0
ABBOTT LABS COM 002824100 245,335 4,094,383 SH   SOLE   4,094,383 0 0
ABBVIE INC COM 00287Y109 195,861 2,069,323 SH   SOLE   2,069,323 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 33,205 2,313,959 SH   SOLE   2,313,959 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 5,161 131,721 SH   SOLE   131,721 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 120,973 788,100 SH   SOLE   788,100 0 0
ACTIVISION BLIZZARD INC COM 00507V109 41,824 619,977 SH   SOLE   619,977 0 0
ACUITY BRANDS INC COM 00508Y102 25,457 182,897 SH   SOLE   182,897 0 0
ACUSHNET HOLDINGS CORP COM 005098108 408 17,659 SH   SOLE   17,659 0 0
ADOBE SYS INC COM 00724F101 162,304 751,128 SH   SOLE   751,128 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 192,168 1,620,986 SH   SOLE   1,620,986 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,014 896,923 SH   SOLE   896,923 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 295 100,000 SH   SOLE   100,000 0 0
ADVAXIS INC COM NEW 007624208 5,915 3,500,000 SH   SOLE   3,500,000 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 20,300 3,500,000 SH   SOLE   3,500,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 2,480 250,000 SH   SOLE   250,000 0 0
AERCAP HOLDINGS NV SHS N00985106 32,491 640,602 SH   SOLE   640,602 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 166,636 3,071,635 SH   SOLE   3,071,635 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 15,227 544,417 SH   SOLE   544,417 0 0
AES CORP COM 00130H105 67,553 5,941,300 SH   SOLE   5,941,300 0 0
AETNA INC NEW COM 00817Y108 563,359 3,333,488 SH   SOLE   3,333,488 0 0
AEVI GENOMIC MEDICINE INC COM 00835P105 11,055 5,500,000 SH   SOLE   5,500,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 14,659 77,325 SH   SOLE   77,325 0 0
AFLAC INC COM 001055102 46,129 1,054,144 SH   SOLE   1,054,144 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 51,203 765,364 SH   SOLE   765,364 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 17,507 550,000 SH   SOLE   550,000 0 0
AIR PRODS & CHEMS INC COM 009158106 119,953 754,281 SH   SOLE   754,281 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 16,127 227,200 SH   SOLE   227,200 0 0
AKORN INC COM 009728106 492 26,300 SH   SOLE   26,300 0 0
ALASKA AIR GROUP INC COM 011659109 10,075 162,600 SH   SOLE   162,600 0 0
ALBEMARLE CORP COM 012653101 3,728 40,200 SH   SOLE   40,200 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 5,625 750,000 SH   SOLE   750,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 16,810 134,600 SH   SOLE   134,600 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,103 9,898 SH   SOLE   9,898 0 0
ALIGN TECHNOLOGY INC COM 016255101 15,570 62,000 SH   SOLE   62,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 24,640 1,040,528 SH   SOLE   1,040,528 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 410 4,808 SH   SOLE   4,808 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 927 84,160 SH   SOLE   84,160 0 0
ALLERGAN PLC SHS G0177J108 70,996 421,869 SH   SOLE   421,869 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 9,196 43,200 SH   SOLE   43,200 0 0
ALLSTATE CORP COM 020002101 45,551 480,496 SH   SOLE   480,496 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 28,584 240,000 SH   SOLE   240,000 0 0
ALPHABET INC CAP STK CL C 02079K107 439,141 425,611 SH   SOLE   425,611 0 0
ALPHABET INC CAP STK CL A 02079K305 412,895 398,109 SH   SOLE   398,109 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 103 66,666 SH   SOLE   66,666 0 0
ALTABA INC COM 021346101 22,582 305,000 SH   SOLE   305,000 0 0
ALTICE USA INC CL A 02156K103 26,796 1,450,000 SH   SOLE   1,450,000 0 0
ALTRIA GROUP INC COM 02209S103 158,980 2,551,032 SH   SOLE   2,551,032 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 12,040 4,000,000 SH   SOLE   4,000,000 0 0
AMAZON COM INC COM 023135106 777,486 537,183 SH   SOLE   537,183 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 41,558 799,814 SH   SOLE   799,814 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 34,077 2,238,959 SH   SOLE   2,238,959 0 0
AMERICAN ELEC PWR INC COM 025537101 44,329 646,284 SH   SOLE   646,284 0 0
AMERICAN EXPRESS CO COM 025816109 47,750 511,900 SH   SOLE   511,900 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 65,715 1,207,560 SH   SOLE   1,207,560 0 0
AMERICAN TOWER CORP NEW COM 03027X100 86,167 592,863 SH   SOLE   592,863 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 19,467 237,031 SH   SOLE   237,031 0 0
AMERIPRISE FINL INC COM 03076C106 29,080 196,567 SH   SOLE   196,567 0 0
AMERISOURCEBERGEN CORP COM 03073E105 24,397 283,000 SH   SOLE   283,000 0 0
AMETEK INC NEW COM 031100100 94,394 1,242,513 SH   SOLE   1,242,513 0 0
AMGEN INC COM 031162100 98,181 575,907 SH   SOLE   575,907 0 0
AMICUS THERAPEUTICS INC COM 03152W109 21,808 1,450,000 SH   SOLE   1,450,000 0 0
AMPHENOL CORP NEW CL A 032095101 33,689 391,136 SH   SOLE   391,136 0 0
ANADARKO PETE CORP COM 032511107 351,810 5,823,708 SH   SOLE   5,823,708 0 0
ANALOG DEVICES INC COM 032654105 26,700 292,984 SH   SOLE   292,984 0 0
ANAPTYSBIO INC COM 032724106 143,370 1,377,500 SH   SOLE   1,377,500 0 0
ANDEAVOR COM 03349M105 18,453 183,500 SH   SOLE   183,500 0 0
ANSYS INC COM 03662Q105 17,549 112,000 SH   SOLE   112,000 0 0
ANTHEM INC COM 036752103 49,585 225,693 SH   SOLE   225,693 0 0
AON PLC SHS CL A G0408V102 46,501 331,371 SH   SOLE   331,371 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 8,028 196,998 SH   SOLE   196,998 0 0
APPLE INC COM 037833100 1,121,350 6,683,452 SH   SOLE   6,683,452 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 67,718 928,911 SH   SOLE   928,911 0 0
APPLIED MATLS INC COM 038222105 87,076 1,565,832 SH   SOLE   1,565,832 0 0
APTIV PLC SHS G6095L109 30,113 354,400 SH   SOLE   354,400 0 0
AQUINOX PHARMACEUTICALS INC COM 03842B101 7,040 500,000 SH   SOLE   500,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 58,350 1,345,392 SH   SOLE   1,345,392 0 0
ARCONIC INC COM 03965L100 20,377 884,439 SH   SOLE   884,439 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 5,925 150,000 SH   SOLE   150,000 0 0
ARGENX SE SPONSORED ADR 04016X101 76,378 949,500 SH   SOLE   949,500 0 0
ARROW ELECTRS INC COM 042735100 23,963 311,130 SH   SOLE   311,130 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 10,840 1,503,500 SH   SOLE   1,503,500 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 37,605 575,000 SH   SOLE   575,000 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 8,600 175,000 SH   SOLE   175,000 0 0
ASSOCIATED BANC CORP COM 045487105 1,243 50,000 SH   SOLE   50,000 0 0
ASSURANT INC COM 04621X108 7,015 76,740 SH   SOLE   76,740 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 68,192 1,950,000 SH   SOLE   1,950,000 0 0
AT&T INC COM 00206R102 207,044 5,807,675 SH   SOLE   5,807,675 0 0
ATMOS ENERGY CORP COM 049560105 54,965 652,485 SH   SOLE   652,485 0 0
AUDENTES THERAPEUTICS INC COM 05070R104 6,761 225,000 SH   SOLE   225,000 0 0
AUTODESK INC COM 052769106 36,833 293,300 SH   SOLE   293,300 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 87,504 771,100 SH   SOLE   771,100 0 0
AUTOZONE INC COM 053332102 24,206 37,315 SH   SOLE   37,315 0 0
AVALONBAY CMNTYS INC COM 053484101 30,274 184,082 SH   SOLE   184,082 0 0
AVANGRID INC COM 05351W103 61,344 1,200,000 SH   SOLE   1,200,000 0 0
AVERY DENNISON CORP COM 053611109 72,763 684,825 SH   SOLE   684,825 0 0
AVEXIS INC COM 05366U100 167,698 1,357,000 SH   SOLE   1,357,000 0 0
AXALTA COATING SYS LTD COM G0750C108 40,491 1,341,212 SH   SOLE   1,341,212 0 0
BAKER HUGHES A GE CO CL A 05722G100 15,460 556,702 SH   SOLE   556,702 0 0
BANK AMER CORP COM 060505104 512,964 17,104,486 SH   SOLE   17,104,486 0 0
BANK NEW YORK MELLON CORP COM 064058100 31,181 605,100 SH   SOLE   605,100 0 0
BARRICK GOLD CORP COM 067901108 107,905 8,667,062 SH   SOLE   8,667,062 0 0
BAXTER INTL INC COM 071813109 37,294 573,399 SH   SOLE   573,399 0 0
BB&T CORP COM 054937107 69,172 1,329,200 SH   SOLE   1,329,200 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,043 76,173 SH   SOLE   76,173 0 0
BECTON DICKINSON & CO COM 075887109 55,639 256,755 SH   SOLE   256,755 0 0
BEMIS INC COM 081437105 12,667 291,070 SH   SOLE   291,070 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 515,691 2,585,177 SH   SOLE   2,585,177 0 0
BERRY GLOBAL GROUP INC COM 08579W103 156,209 2,850,000 SH   SOLE   2,850,000 0 0
BEST BUY INC COM 086516101 23,629 337,600 SH   SOLE   337,600 0 0
BILIBILI INC ADS REP SHS Z 090040106 4,125 375,000 SH   SOLE   375,000 0 0
BIO RAD LABS INC CL A 090572207 18,756 75,000 SH   SOLE   75,000 0 0
BIOGEN INC COM 09062X103 77,948 284,668 SH   SOLE   284,668 0 0
BLACK HILLS CORP COM 092113109 92,310 1,700,000 SH   SOLE   1,700,000 0 0
BLACKROCK INC COM 09247X101 103,945 191,880 SH   SOLE   191,880 0 0
BLOCK H & R INC COM 093671105 6,640 261,300 SH   SOLE   261,300 0 0
BLUELINX HLDGS INC COM NEW 09624H208 3,259 100,000 SH   SOLE   100,000 0 0
BOEING CO COM 097023105 259,762 792,247 SH   SOLE   792,247 0 0
BOOKING HLDGS INC COM 09857L108 136,266 65,500 SH   SOLE   65,500 0 0
BOSTON PROPERTIES INC COM 101121101 25,008 202,956 SH   SOLE   202,956 0 0
BOSTON SCIENTIFIC CORP COM 101137107 64,026 2,343,569 SH   SOLE   2,343,569 0 0
BOX INC CL A 10316T104 2,055 100,000 SH   SOLE   100,000 0 0
BP PLC SPONSORED ADR 055622104 14,396 355,102 SH   SOLE   355,102 0 0
BRASKEM S A SP ADR PFD A 105532105 135,315 4,667,650 SH   SOLE   4,667,650 0 0
BRIGHTHOUSE FINL INC COM 10922N103 6,631 129,013 SH   SOLE   129,013 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 172,948 2,734,350 SH   SOLE   2,734,350 0 0
BROADCOM LTD SHS Y09827109 127,469 540,926 SH   SOLE   540,926 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 810 50,000 SH   SOLE   50,000 0 0
BROWN FORMAN CORP CL B 115637209 19,080 350,732 SH   SOLE   350,732 0 0
BRUNSWICK CORP COM 117043109 147,987 2,491,785 SH   SOLE   2,491,785 0 0
BUNGE LIMITED COM G16962105 186,086 2,516,718 SH   SOLE   2,516,718 0 0
BURLINGTON STORES INC COM 122017106 116,547 875,304 SH   SOLE   875,304 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 11,826 126,200 SH   SOLE   126,200 0 0
CA INC COM 12673P105 4,248 125,300 SH   SOLE   125,300 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 85,887 801,854 SH   SOLE   801,854 0 0
CACI INTL INC CL A 127190304 2,481 16,392 SH   SOLE   16,392 0 0
CACTUS INC CL A 127203107 11,580 430,000 SH   SOLE   430,000 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 4,410 700,000 SH   SOLE   700,000 0 0
CALLON PETE CO DEL COM 13123X102 32,179 2,430,456 SH   SOLE   2,430,456 0 0
CAMECO CORP COM 13321L108 73,256 8,058,939 SH   SOLE   8,058,939 0 0
CAMPBELL SOUP CO COM 134429109 11,137 257,146 SH   SOLE   257,146 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 14,462 432,700 SH   SOLE   432,700 0 0
CAPITAL ONE FINL CORP COM 14040H105 100,696 1,050,882 SH   SOLE   1,050,882 0 0
CARDINAL HEALTH INC COM 14149Y108 19,594 312,600 SH   SOLE   312,600 0 0
CARMAX INC COM 143130102 14,872 240,100 SH   SOLE   240,100 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 35,676 544,000 SH   SOLE   544,000 0 0
CATERPILLAR INC DEL COM 149123101 138,944 942,761 SH   SOLE   942,761 0 0
CAVIUM INC COM 14964U108 66,455 837,171 SH   SOLE   837,171 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 17,480 153,200 SH   SOLE   153,200 0 0
CBRE GROUP INC CL A 12504L109 18,671 395,400 SH   SOLE   395,400 0 0
CBS CORP NEW CL B 124857202 24,776 482,121 SH   SOLE   482,121 0 0
CELANESE CORP DEL COM SER A 150870103 40,084 400,000 SH   SOLE   400,000 0 0
CELGENE CORP COM 151020104 66,920 750,141 SH   SOLE   750,141 0 0
CENOVUS ENERGY INC COM 15135U109 425 50,000 SH   SOLE   50,000 0 0
CENTENE CORP DEL COM 15135B101 40,887 382,586 SH   SOLE   382,586 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 9,542 520,000 SH   SOLE   520,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 15,218 555,400 SH   SOLE   555,400 0 0
CENTURY ALUM CO COM 156431108 14,886 900,000 SH   SOLE   900,000 0 0
CENTURYLINK INC COM 156700106 21,158 1,287,739 SH   SOLE   1,287,739 0 0
CERNER CORP COM 156782104 9,925 171,120 SH   SOLE   171,120 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 99,884 320,942 SH   SOLE   320,942 0 0
CHEMOURS CO COM 163851108 236,747 4,860,339 SH   SOLE   4,860,339 0 0
CHENIERE ENERGY INC COM NEW 16411R208 18,708 350,000 SH   SOLE   350,000 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 108,685 3,936,428 SH   SOLE   3,936,428 0 0
CHESAPEAKE UTILS CORP COM 165303108 14,070 200,000 SH   SOLE   200,000 0 0
CHEVRON CORP NEW COM 166764100 246,825 2,164,368 SH   SOLE   2,164,368 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 10,722 33,183 SH   SOLE   33,183 0 0
CHUBB LIMITED COM H1467J104 68,193 498,597 SH   SOLE   498,597 0 0
CHURCH & DWIGHT INC COM 171340102 16,668 330,974 SH   SOLE   330,974 0 0
CIDARA THERAPEUTICS INC COM 171757107 1,424 356,005 SH   SOLE   356,005 0 0
CIGNA CORPORATION COM 125509109 200,829 1,197,263 SH   SOLE   1,197,263 0 0
CIMAREX ENERGY CO COM 171798101 42,631 455,945 SH   SOLE   455,945 0 0
CINCINNATI FINL CORP COM 172062101 14,674 197,608 SH   SOLE   197,608 0 0
CINTAS CORP COM 172908105 19,378 113,600 SH   SOLE   113,600 0 0
CIRCOR INTL INC COM 17273K109 586 13,737 SH   SOLE   13,737 0 0
CISCO SYS INC COM 17275R102 308,386 7,190,162 SH   SOLE   7,190,162 0 0
CITIGROUP INC COM NEW 172967424 192,712 2,854,988 SH   SOLE   2,854,988 0 0
CITIZENS FINL GROUP INC COM 174610105 136,330 3,247,500 SH   SOLE   3,247,500 0 0
CITRIX SYS INC COM 177376100 16,175 174,300 SH   SOLE   174,300 0 0
CLOROX CO DEL COM 189054109 6,782 50,953 SH   SOLE   50,953 0 0
CME GROUP INC COM CL A 12572Q105 73,742 455,931 SH   SOLE   455,931 0 0
CMS ENERGY CORP COM 125896100 17,017 375,740 SH   SOLE   375,740 0 0
COCA COLA CO COM 191216100 222,044 5,112,682 SH   SOLE   5,112,682 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 94,217 1,170,400 SH   SOLE   1,170,400 0 0
COLGATE PALMOLIVE CO COM 194162103 84,347 1,176,720 SH   SOLE   1,176,720 0 0
COMCAST CORP NEW CL A 20030N101 213,170 6,238,500 SH   SOLE   6,238,500 0 0
COMERICA INC COM 200340107 84,394 879,746 SH   SOLE   879,746 0 0
COMMERCIAL METALS CO COM 201723103 9,409 459,854 SH   SOLE   459,854 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 553 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 20,363 552,145 SH   SOLE   552,145 0 0
CONSTELLATION BRANDS INC CL A 21036P108 52,642 230,967 SH   SOLE   230,967 0 0
CONSTELLIUM NV CL A N22035104 8,680 800,000 SH   SOLE   800,000 0 0
CONTRAFECT CORP COM 212326102 6,663 4,100,000 SH   SOLE   4,100,000 0 0
COOPER COS INC COM NEW 216648402 15,026 65,672 SH   SOLE   65,672 0 0
CORECIVIC INC COM 21871N101 6,685 342,469 SH   SOLE   342,469 0 0
CORNING INC COM 219350105 25,366 909,821 SH   SOLE   909,821 0 0
COSTCO WHSL CORP NEW COM 22160K105 82,740 439,100 SH   SOLE   439,100 0 0
COTY INC COM CL A 222070203 11,431 624,644 SH   SOLE   624,644 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 23,313 212,694 SH   SOLE   212,694 0 0
CROWN HOLDINGS INC COM 228368106 142,412 2,806,154 SH   SOLE   2,806,154 0 0
CSRA INC COM 12650T104 8,776 212,858 SH   SOLE   212,858 0 0
CSX CORP COM 126408103 66,917 1,201,168 SH   SOLE   1,201,168 0 0
CUBIC CORP COM 229669106 893 14,036 SH   SOLE   14,036 0 0
CURTISS WRIGHT CORP COM 231561101 37,208 275,469 SH   SOLE   275,469 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 45,140 3,475,000 SH   SOLE   3,475,000 0 0
DANAHER CORP DEL COM 235851102 61,123 624,274 SH   SOLE   624,274 0 0
DARDEN RESTAURANTS INC COM 237194105 13,500 158,359 SH   SOLE   158,359 0 0
DEERE & CO COM 244199105 770,408 4,960,135 SH   SOLE   4,960,135 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 8,785 120,000 SH   SOLE   120,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 67,132 1,224,819 SH   SOLE   1,224,819 0 0
DENTSPLY SIRONA INC COM 24906P109 10,057 199,900 SH   SOLE   199,900 0 0
DERMIRA INC COM 24983L104 7,990 1,000,000 SH   SOLE   1,000,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 13,775 433,300 SH   SOLE   433,300 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 16,491 1,725,000 SH   SOLE   1,725,000 0 0
DIGITAL RLTY TR INC COM 253868103 28,843 273,700 SH   SOLE   273,700 0 0
DISCOVER FINL SVCS COM 254709108 31,466 437,458 SH   SOLE   437,458 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 4,487 209,357 SH   SOLE   209,357 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 8,024 411,067 SH   SOLE   411,067 0 0
DISH NETWORK CORP CL A 25470M109 25,710 678,537 SH   SOLE   678,537 0 0
DISNEY WALT CO COM DISNEY 254687106 167,403 1,666,695 SH   SOLE   1,666,695 0 0
DOLLAR TREE INC COM 256746108 454,632 4,790,645 SH   SOLE   4,790,645 0 0
DOWDUPONT INC COM 26078J100 277,391 4,353,962 SH   SOLE   4,353,962 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 28,520 240,916 SH   SOLE   240,916 0 0
DROPBOX INC CL A 26210C104 8,594 275,000 SH   SOLE   275,000 0 0
DTE ENERGY CO COM 233331107 24,962 239,100 SH   SOLE   239,100 0 0
DUKE REALTY CORP COM NEW 264411505 12,250 462,600 SH   SOLE   462,600 0 0
DUNKIN BRANDS GROUP INC COM 265504100 5,658 94,784 SH   SOLE   94,784 0 0
DXC TECHNOLOGY CO COM 23355L106 59,421 591,076 SH   SOLE   591,076 0 0
E L F BEAUTY INC COM 26856L103 23,244 1,200,000 SH   SOLE   1,200,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 47,777 862,241 SH   SOLE   862,241 0 0
EAGLE MATERIALS INC COM 26969P108 175,148 1,699,643 SH   SOLE   1,699,643 0 0
EAST WEST BANCORP INC COM 27579R104 7,818 125,000 SH   SOLE   125,000 0 0
EATON VANCE CORP COM NON VTG 278265103 1,392 25,000 SH   SOLE   25,000 0 0
EBAY INC COM 278642103 50,867 1,264,100 SH   SOLE   1,264,100 0 0
ECOLAB INC COM 278865100 47,929 349,665 SH   SOLE   349,665 0 0
EDISON INTL COM 281020107 65,952 1,036,000 SH   SOLE   1,036,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 102,566 735,135 SH   SOLE   735,135 0 0
ELECTRONIC ARTS INC COM 285512109 86,129 710,400 SH   SOLE   710,400 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 1,817 69,900 SH   SOLE   69,900 0 0
EMCOR GROUP INC COM 29084Q100 14,807 190,000 SH   SOLE   190,000 0 0
EMERSON ELEC CO COM 291011104 497,149 7,278,901 SH   SOLE   7,278,901 0 0
ENDOCYTE INC COM 29269A102 13,635 1,500,000 SH   SOLE   1,500,000 0 0
ENGILITY HLDGS INC NEW COM 29286C107 1,340 54,901 SH   SOLE   54,901 0 0
ENSCO PLC SHS CLASS A G3157S106 9,274 2,112,546 SH   SOLE   2,112,546 0 0
ENTERGY CORP NEW COM 29364G103 86,240 1,094,700 SH   SOLE   1,094,700 0 0
ENVISION HEALTHCARE CORP COM 29414D100 27,281 709,900 SH   SOLE   709,900 0 0
EOG RES INC COM 26875P101 92,174 875,600 SH   SOLE   875,600 0 0
EPAM SYS INC COM 29414B104 18,323 160,000 SH   SOLE   160,000 0 0
EPIZYME INC COM 29428V104 7,153 403,000 SH   SOLE   403,000 0 0
EQT CORP COM 26884L109 43,529 916,200 SH   SOLE   916,200 0 0
EQUIFAX INC COM 294429105 51,029 433,144 SH   SOLE   433,144 0 0
EQUINIX INC COM PAR $0.001 29444U700 70,342 168,226 SH   SOLE   168,226 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 30,054 487,733 SH   SOLE   487,733 0 0
ESSEX PPTY TR INC COM 297178105 21,011 87,300 SH   SOLE   87,300 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 14,627 199,957 SH   SOLE   199,957 0 0
EVEREST RE GROUP LTD COM G3223R108 14,254 55,500 SH   SOLE   55,500 0 0
EVERSOURCE ENERGY COM 30040W108 130,894 2,221,556 SH   SOLE   2,221,556 0 0
EXELON CORP COM 30161N101 51,091 1,309,700 SH   SOLE   1,309,700 0 0
EXPEDIA GROUP INC COM NEW 30212P303 14,972 135,600 SH   SOLE   135,600 0 0
EXPEDITORS INTL WASH INC COM 302130109 15,116 238,800 SH   SOLE   238,800 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 52,490 759,850 SH   SOLE   759,850 0 0
EXTRA SPACE STORAGE INC COM 30225T102 14,414 165,000 SH   SOLE   165,000 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 766 66,800 SH   SOLE   66,800 0 0
EXXON MOBIL CORP COM 30231G102 189,046 2,533,792 SH   SOLE   2,533,792 0 0
F M C CORP COM NEW 302491303 29,143 380,600 SH   SOLE   380,600 0 0
F5 NETWORKS INC COM 315616102 11,901 82,300 SH   SOLE   82,300 0 0
FACEBOOK INC CL A 30303M102 499,759 3,127,600 SH   SOLE   3,127,600 0 0
FCB FINL HLDGS INC CL A 30255G103 1,278 25,000 SH   SOLE   25,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 11,414 98,300 SH   SOLE   98,300 0 0
FEDEX CORP COM 31428X106 79,357 330,504 SH   SOLE   330,504 0 0
FERROGLOBE PLC SHS G33856108 91,509 8,528,342 SH   SOLE   8,528,342 0 0
FIBROGEN INC COM 31572Q808 36,960 800,000 SH   SOLE   800,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 43,351 450,166 SH   SOLE   450,166 0 0
FIRSTENERGY CORP COM 337932107 88,096 2,590,300 SH   SOLE   2,590,300 0 0
FISERV INC COM 337738108 73,600 1,032,110 SH   SOLE   1,032,110 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 13,744 800,000 SH   SOLE   800,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 23,288 115,000 SH   SOLE   115,000 0 0
FLOWSERVE CORP COM 34354P105 20,114 464,199 SH   SOLE   464,199 0 0
FLUIDIGM CORP DEL COM 34385P108 109 18,726 SH   SOLE   18,726 0 0
FLUOR CORP NEW COM 343412102 10,324 180,418 SH   SOLE   180,418 0 0
FORTIS INC COM 349553107 69,310 2,052,424 SH   SOLE   2,052,424 0 0
FORTIVE CORP COM 34959J108 149,354 1,926,655 SH   SOLE   1,926,655 0 0
FORTRESS BIOTECH INC COM 34960Q109 76 16,600 SH   SOLE   16,600 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 41,934 712,069 SH   SOLE   712,069 0 0
FRANKLIN RES INC COM 354613101 13,380 385,800 SH   SOLE   385,800 0 0
FRANKS INTL N V COM N33462107 5,054 930,846 SH   SOLE   930,846 0 0
FTS INTERNATIONAL INC COM 30283W104 7,356 400,000 SH   SOLE   400,000 0 0
FULLER H B CO COM 359694106 28,897 581,082 SH   SOLE   581,082 0 0
GALLAGHER ARTHUR J & CO COM 363576109 16,564 241,000 SH   SOLE   241,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 55,153 1,797,689 SH   SOLE   1,797,689 0 0
GARMIN LTD SHS H2906T109 5,352 90,812 SH   SOLE   90,812 0 0
GARTNER INC COM 366651107 7,598 64,600 SH   SOLE   64,600 0 0
GASTAR EXPL INC NEW COM 36729W202 375 550,000 SH   SOLE   550,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 24,019 454,389 SH   SOLE   454,389 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 63,274 2,178,108 SH   SOLE   2,178,108 0 0
GENERAL DYNAMICS CORP COM 369550108 127,093 575,343 SH   SOLE   575,343 0 0
GENERAL ELECTRIC CO COM 369604103 236,192 17,521,644 SH   SOLE   17,521,644 0 0
GENERAL MLS INC COM 370334104 21,034 466,796 SH   SOLE   466,796 0 0
GENERAL MTRS CO COM 37045V100 96,471 2,654,666 SH   SOLE   2,654,666 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 1,403 75,000 SH   SOLE   75,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 1,632 300,000 SH   SOLE   300,000 0 0
GENUINE PARTS CO COM 372460105 30,292 337,180 SH   SOLE   337,180 0 0
GGP INC COM 36174X101 17,395 850,200 SH   SOLE   850,200 0 0
G-III APPAREL GROUP LTD COM 36237H101 8,387 222,576 SH   SOLE   222,576 0 0
GILEAD SCIENCES INC COM 375558103 132,384 1,755,990 SH   SOLE   1,755,990 0 0
GLOBAL PMTS INC COM 37940X102 23,564 211,300 SH   SOLE   211,300 0 0
GLOBANT S A COM L44385109 1,546 30,000 SH   SOLE   30,000 0 0
GMS INC COM 36251C103 11,568 378,527 SH   SOLE   378,527 0 0
GODADDY INC CL A 380237107 24,568 400,000 SH   SOLE   400,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 111,121 441,200 SH   SOLE   441,200 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 231,480 8,708,822 SH   SOLE   8,708,822 0 0
GRACE W R & CO DEL NEW COM 38388F108 93,556 1,527,944 SH   SOLE   1,527,944 0 0
GRAINGER W W INC COM 384802104 31,414 111,291 SH   SOLE   111,291 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,213 404,773 SH   SOLE   404,773 0 0
GREAT PLAINS ENERGY INC COM 391164100 82,654 2,600,000 SH   SOLE   2,600,000 0 0
GREEN PLAINS INC COM 393222104 4,221 251,247 SH   SOLE   251,247 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 15,612 238,929 SH   SOLE   238,929 0 0
GULFPORT ENERGY CORP COM NEW 402635304 11,725 1,215,000 SH   SOLE   1,215,000 0 0
HALLIBURTON CO COM 406216101 7,184 153,039 SH   SOLE   153,039 0 0
HANESBRANDS INC COM 410345102 8,436 458,000 SH   SOLE   458,000 0 0
HARLEY DAVIDSON INC COM 412822108 1,501 35,000 SH   SOLE   35,000 0 0
HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 45,035 975,000 SH   SOLE   975,000 0 0
HASBRO INC COM 418056107 12,390 146,972 SH   SOLE   146,972 0 0
HCA HEALTHCARE INC COM 40412C101 24,948 257,200 SH   SOLE   257,200 0 0
HCP INC COM 40414L109 14,313 616,143 SH   SOLE   616,143 0 0
HERSHEY CO COM 427866108 18,534 187,285 SH   SOLE   187,285 0 0
HESS CORP COM 42809H107 12,422 245,400 SH   SOLE   245,400 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 34,326 1,957,036 SH   SOLE   1,957,036 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 20,879 265,100 SH   SOLE   265,100 0 0
HOLOGIC INC COM 436440101 13,825 370,050 SH   SOLE   370,050 0 0
HOME DEPOT INC COM 437076102 279,392 1,567,505 SH   SOLE   1,567,505 0 0
HONEYWELL INTL INC COM 438516106 108,040 747,630 SH   SOLE   747,630 0 0
HORMEL FOODS CORP COM 440452100 12,254 357,046 SH   SOLE   357,046 0 0
HOST HOTELS & RESORTS INC COM 44107P104 18,197 976,233 SH   SOLE   976,233 0 0
HP INC COM 40434L105 48,080 2,193,436 SH   SOLE   2,193,436 0 0
HUBBELL INC COM 443510607 8,621 70,788 SH   SOLE   70,788 0 0
HUMANA INC COM 444859102 49,709 184,910 SH   SOLE   184,910 0 0
HUNT J B TRANS SVCS INC COM 445658107 13,273 113,300 SH   SOLE   113,300 0 0
HUNTINGTON BANCSHARES INC COM 446150104 19,234 1,273,800 SH   SOLE   1,273,800 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 104,303 404,652 SH   SOLE   404,652 0 0
ICON PLC SHS G4705A100 12,995 110,000 SH   SOLE   110,000 0 0
IDEXX LABS INC COM 45168D104 7,111 37,157 SH   SOLE   37,157 0 0
IHS MARKIT LTD SHS G47567105 23,232 481,600 SH   SOLE   481,600 0 0
ILLINOIS TOOL WKS INC COM 452308109 265,257 1,693,201 SH   SOLE   1,693,201 0 0
ILLUMINA INC COM 452327109 34,494 145,903 SH   SOLE   145,903 0 0
INCYTE CORP COM 45337C102 19,475 233,707 SH   SOLE   233,707 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 11,319 2,994,369 SH   SOLE   2,994,369 0 0
INFLARX NV COM N44821101 40,207 1,394,132 SH   SOLE   1,394,132 0 0
INFRAREIT INC COM 45685L100 66,541 3,424,667 SH   SOLE   3,424,667 0 0
INGERSOLL-RAND PLC SHS G47791101 87,062 1,018,145 SH   SOLE   1,018,145 0 0
INPHI CORP COM 45772F107 28,998 963,389 SH   SOLE   963,389 0 0
INSMED INC COM PAR $.01 457669307 20,043 890,000 SH   SOLE   890,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 10,911 1,725,000 SH   SOLE   1,725,000 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 16,602 300,000 SH   SOLE   300,000 0 0
INTEL CORP COM 458140100 312,061 5,991,959 SH   SOLE   5,991,959 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 56,862 784,090 SH   SOLE   784,090 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 156,175 1,017,890 SH   SOLE   1,017,890 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 14,307 104,500 SH   SOLE   104,500 0 0
INTERSECT ENT INC COM 46071F103 19,650 500,000 SH   SOLE   500,000 0 0
INTL PAPER CO COM 460146103 29,632 554,592 SH   SOLE   554,592 0 0
INTUIT COM 461202103 56,391 325,300 SH   SOLE   325,300 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 90,988 220,400 SH   SOLE   220,400 0 0
INVACARE CORP COM 461203101 17,400 1,000,000 SH   SOLE   1,000,000 0 0
INVESCO LTD SHS G491BT108 7,976 249,169 SH   SOLE   249,169 0 0
IPG PHOTONICS CORP COM 44980X109 11,762 50,400 SH   SOLE   50,400 0 0
IQVIA HLDGS INC COM 46266C105 22,663 231,000 SH   SOLE   231,000 0 0
IRADIMED CORP COM 46266A109 805 55,900 SH   SOLE   55,900 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 9,349 148,519 SH   SOLE   148,519 0 0
IRON MTN INC NEW COM 46284V101 12,324 375,052 SH   SOLE   375,052 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 28,931 1,875,000 SH   SOLE   1,875,000 0 0
JABIL INC COM 466313103 5,171 180,000 SH   SOLE   180,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 9,192 155,401 SH   SOLE   155,401 0 0
JAGGED PEAK ENERGY INC COM 47009K107 9,538 675,000 SH   SOLE   675,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 52,724 349,189 SH   SOLE   349,189 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,739 331,659 SH   SOLE   331,659 0 0
JOHNSON & JOHNSON COM 478160104 407,060 3,176,435 SH   SOLE   3,176,435 0 0
JPMORGAN CHASE & CO COM 46625H100 495,130 4,502,407 SH   SOLE   4,502,407 0 0
JUNIPER NETWORKS INC COM 48203R104 8,747 359,500 SH   SOLE   359,500 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 48,971 445,800 SH   SOLE   445,800 0 0
KAR AUCTION SVCS INC COM 48238T109 11,868 218,975 SH   SOLE   218,975 0 0
KELLOGG CO COM 487836108 21,397 329,137 SH   SOLE   329,137 0 0
KEYCORP NEW COM 493267108 3,527 180,403 SH   SOLE   180,403 0 0
KIMBERLY CLARK CORP COM 494368103 19,001 172,533 SH   SOLE   172,533 0 0
KIMCO RLTY CORP COM 49446R109 7,021 487,563 SH   SOLE   487,563 0 0
KINDER MORGAN INC DEL COM 49456B101 38,590 2,562,395 SH   SOLE   2,562,395 0 0
KLA-TENCOR CORP COM 482480100 16,842 154,500 SH   SOLE   154,500 0 0
KNOLL INC COM NEW 498904200 3,871 191,710 SH   SOLE   191,710 0 0
KOHLS CORP COM 500255104 14,626 223,263 SH   SOLE   223,263 0 0
KOSMOS ENERGY LTD SHS G5315B107 9,849 1,563,360 SH   SOLE   1,563,360 0 0
KRAFT HEINZ CO COM 500754106 49,952 801,932 SH   SOLE   801,932 0 0
KROGER CO COM 501044101 16,523 690,200 SH   SOLE   690,200 0 0
L BRANDS INC COM 501797104 370 9,689 SH   SOLE   9,689 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 10,303 63,700 SH   SOLE   63,700 0 0
LAM RESEARCH CORP COM 512807108 96,923 477,076 SH   SOLE   477,076 0 0
LAUDER ESTEE COS INC CL A 518439104 45,108 301,284 SH   SOLE   301,284 0 0
LEAR CORP COM NEW 521865204 12,600 67,710 SH   SOLE   67,710 0 0
LEIDOS HLDGS INC COM 525327102 10,736 164,153 SH   SOLE   164,153 0 0
LENNAR CORP CL A 526057104 9,537 161,817 SH   SOLE   161,817 0 0
LENNOX INTL INC COM 526107107 42,350 207,220 SH   SOLE   207,220 0 0
LEUCADIA NATL CORP COM 527288104 9,474 416,800 SH   SOLE   416,800 0 0
LHC GROUP INC COM 50187A107 12,312 200,000 SH   SOLE   200,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 33,158 1,089,645 SH   SOLE   1,089,645 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 21,595 700,000 SH   SOLE   700,000 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 7,601 450,000 SH   SOLE   450,000 0 0
LILLY ELI & CO COM 532457108 123,281 1,593,400 SH   SOLE   1,593,400 0 0
LINCOLN ELEC HLDGS INC COM 533900106 83,643 929,879 SH   SOLE   929,879 0 0
LINCOLN NATL CORP IND *W EXP 07/10/201 534187117 28,438 413,400 SH   SOLE   413,400 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 10,074 390,007 SH   SOLE   390,007 0 0
LIVANOVA PLC SHS G5509L101 71,516 808,093 SH   SOLE   808,093 0 0
LKQ CORP COM 501889208 15,662 412,700 SH   SOLE   412,700 0 0
LOCKHEED MARTIN CORP COM 539830109 163,160 482,821 SH   SOLE   482,821 0 0
LOEWS CORP COM 540424108 18,094 363,848 SH   SOLE   363,848 0 0
LOUISIANA PAC CORP COM 546347105 44,782 1,556,553 SH   SOLE   1,556,553 0 0
LOWES COS INC COM 548661107 97,757 1,114,043 SH   SOLE   1,114,043 0 0
LOXO ONCOLOGY INC COM 548862101 86,528 750,000 SH   SOLE   750,000 0 0
LPL FINL HLDGS INC COM 50212V100 3,054 50,000 SH   SOLE   50,000 0 0
M & T BK CORP COM 55261F104 18,010 97,690 SH   SOLE   97,690 0 0
MACERICH CO COM 554382101 7,988 142,600 SH   SOLE   142,600 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 29,198 250,000 SH   SOLE   250,000 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 8,003 552,700 SH   SOLE   552,700 0 0
MANITOWOC CO INC COM NEW 563571405 14,821 520,776 SH   SOLE   520,776 0 0
MARATHON OIL CORP COM 565849106 8,613 534,000 SH   SOLE   534,000 0 0
MARATHON PETE CORP COM 56585A102 42,587 582,500 SH   SOLE   582,500 0 0
MARRIOTT INTL INC NEW CL A 571903202 54,953 404,125 SH   SOLE   404,125 0 0
MARSH & MCLENNAN COS INC COM 571748102 56,492 684,004 SH   SOLE   684,004 0 0
MARTIN MARIETTA MATLS INC COM 573284106 38,052 183,562 SH   SOLE   183,562 0 0
MASTERCARD INCORPORATED CL A 57636Q104 258,643 1,476,610 SH   SOLE   1,476,610 0 0
MATTEL INC COM 577081102 5,685 432,342 SH   SOLE   432,342 0 0
MCCORMICK & CO INC COM NON VTG 579780206 17,333 162,915 SH   SOLE   162,915 0 0
MCDONALDS CORP COM 580135101 167,860 1,073,409 SH   SOLE   1,073,409 0 0
MCKESSON CORP COM 58155Q103 32,119 228,008 SH   SOLE   228,008 0 0
MEDTRONIC PLC SHS G5960L103 130,200 1,623,031 SH   SOLE   1,623,031 0 0
MERCK & CO INC COM 58933Y105 177,632 3,261,093 SH   SOLE   3,261,093 0 0
MERIT MED SYS INC COM 589889104 4,535 100,000 SH   SOLE   100,000 0 0
METLIFE INC COM 59156R108 61,963 1,350,259 SH   SOLE   1,350,259 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 13,983 24,317 SH   SOLE   24,317 0 0
MGM RESORTS INTERNATIONAL COM 552953101 23,768 678,700 SH   SOLE   678,700 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 13,048 210,175 SH   SOLE   210,175 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 710 7,767 SH   SOLE   7,767 0 0
MICRON TECHNOLOGY INC COM 595112103 77,986 1,495,710 SH   SOLE   1,495,710 0 0
MICROSEMI CORP COM 595137100 89,637 1,385,000 SH   SOLE   1,385,000 0 0
MICROSOFT CORP COM 594918104 985,365 10,796,155 SH   SOLE   10,796,155 0 0
MID AMER APT CMNTYS INC COM 59522J103 13,344 146,250 SH   SOLE   146,250 0 0
MILACRON HLDGS CORP COM 59870L106 4,143 205,692 SH   SOLE   205,692 0 0
MOHAWK INDS INC COM 608190104 64,998 279,900 SH   SOLE   279,900 0 0
MOLSON COORS BREWING CO CL B 60871R209 18,436 244,736 SH   SOLE   244,736 0 0
MONDELEZ INTL INC CL A 609207105 83,577 2,002,797 SH   SOLE   2,002,797 0 0
MONOLITHIC PWR SYS INC COM 609839105 9,679 83,605 SH   SOLE   83,605 0 0
MONSANTO CO NEW COM 61166W101 98,080 840,521 SH   SOLE   840,521 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 31,446 549,661 SH   SOLE   549,661 0 0
MOODYS CORP COM 615369105 35,582 220,597 SH   SOLE   220,597 0 0
MOOG INC CL A 615394202 622 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 150,165 2,782,900 SH   SOLE   2,782,900 0 0
MOSAIC CO NEW COM 61945C103 423,252 17,432,144 SH   SOLE   17,432,144 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 46,782 444,276 SH   SOLE   444,276 0 0
MUELLER WTR PRODS INC COM SER A 624758108 2,052 188,739 SH   SOLE   188,739 0 0
MYLAN N V SHS EURO N59465109 54,573 1,325,541 SH   SOLE   1,325,541 0 0
MYOVANT SCIENCES LTD COM G637AM102 18,505 870,000 SH   SOLE   870,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 524 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 13,500 156,580 SH   SOLE   156,580 0 0
NATIONAL VISION HLDGS INC COM 63845R107 67,849 2,099,935 SH   SOLE   2,099,935 0 0
NAVIENT CORPORATION COM 63938C108 5,084 387,506 SH   SOLE   387,506 0 0
NEKTAR THERAPEUTICS COM 640268108 129,540 1,219,087 SH   SOLE   1,219,087 0 0
NETAPP INC COM 64110D104 21,807 353,500 SH   SOLE   353,500 0 0
NETFLIX INC COM 64110L106 172,493 584,030 SH   SOLE   584,030 0 0
NEVRO CORP COM 64157F103 10,834 125,000 SH   SOLE   125,000 0 0
NEW SR INVT GROUP INC COM 648691103 2,454 300,000 SH   SOLE   300,000 0 0
NEWELL BRANDS INC COM 651229106 16,552 649,600 SH   SOLE   649,600 0 0
NEWMONT MINING CORP COM 651639106 27,556 705,300 SH   SOLE   705,300 0 0
NEWS CORP NEW CL A 65249B109 7,992 505,853 SH   SOLE   505,853 0 0
NEWS CORP NEW CL B 65249B208 2,502 155,409 SH   SOLE   155,409 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 34,007 511,381 SH   SOLE   511,381 0 0
NEXTERA ENERGY INC COM 65339F101 216,698 1,326,751 SH   SOLE   1,326,751 0 0
NIKE INC CL B 654106103 115,940 1,745,038 SH   SOLE   1,745,038 0 0
NINE ENERGY SVC INC COM 65441V101 12,175 500,000 SH   SOLE   500,000 0 0
NOBLE ENERGY INC COM 655044105 416,710 13,752,818 SH   SOLE   13,752,818 0 0
NORDSON CORP COM 655663102 56,252 412,587 SH   SOLE   412,587 0 0
NORFOLK SOUTHERN CORP COM 655844108 66,723 491,406 SH   SOLE   491,406 0 0
NORTHERN TR CORP COM 665859104 29,671 287,700 SH   SOLE   287,700 0 0
NORTHROP GRUMMAN CORP COM 666807102 47,535 136,156 SH   SOLE   136,156 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 14,561 274,900 SH   SOLE   274,900 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 10,194 375,761 SH   SOLE   375,761 0 0
NOVO-NORDISK A S ADR 670100205 24,625 500,000 SH   SOLE   500,000 0 0
NOW INC COM 67011P100 21,900 2,142,885 SH   SOLE   2,142,885 0 0
NRG ENERGY INC COM NEW 629377508 129,744 4,249,726 SH   SOLE   4,249,726 0 0
NUCOR CORP COM 670346105 49,094 803,642 SH   SOLE   803,642 0 0
NUTRIEN LTD COM 67077M108 192,996 4,083,699 SH   SOLE   4,083,699 0 0
NVIDIA CORP COM 67066G104 186,500 805,304 SH   SOLE   805,304 0 0
NXP SEMICONDUCTORS N V COM N6596X109 219,398 1,875,200 SH   SOLE   1,875,200 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 27,954 113,000 SH   SOLE   113,000 0 0
OKTA INC CL A 679295105 7,970 200,000 SH   SOLE   200,000 0 0
OLIN CORP COM PAR $1 680665205 226,590 7,456,083 SH   SOLE   7,456,083 0 0
ORACLE CORP COM 68389X105 175,545 3,837,056 SH   SOLE   3,837,056 0 0
ORBCOMM INC COM 68555P100 50,767 5,418,071 SH   SOLE   5,418,071 0 0
ORBITAL ATK INC COM 68557N103 9,370 70,658 SH   SOLE   70,658 0 0
ORBOTECH LTD ORD M75253100 41,156 661,889 SH   SOLE   661,889 0 0
OSHKOSH CORP COM 688239201 35,871 464,228 SH   SOLE   464,228 0 0
OVASCIENCE INC COM 69014Q101 1,038 1,280,000 SH   SOLE   1,280,000 0 0
OWENS CORNING NEW COM 690742101 50,739 631,083 SH   SOLE   631,083 0 0
PACCAR INC COM 693718108 9,398 142,021 SH   SOLE   142,021 0 0
PACKAGING CORP AMER COM 695156109 14,110 125,200 SH   SOLE   125,200 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 6,706 175,000 SH   SOLE   175,000 0 0
PALO ALTO NETWORKS INC COM 697435105 10,891 60,000 SH   SOLE   60,000 0 0
PARKER HANNIFIN CORP COM 701094104 22,581 132,030 SH   SOLE   132,030 0 0
PARSLEY ENERGY INC CL A 701877102 163,085 5,625,554 SH   SOLE   5,625,554 0 0
PAYCHEX INC COM 704326107 6,020 97,746 SH   SOLE   97,746 0 0
PAYPAL HLDGS INC COM 70450Y103 114,784 1,512,900 SH   SOLE   1,512,900 0 0
PENTAIR PLC SHS G7S00T104 29,797 437,348 SH   SOLE   437,348 0 0
PENUMBRA INC COM 70975L107 11,565 100,000 SH   SOLE   100,000 0 0
PEPSICO INC COM 713448108 203,279 1,862,379 SH   SOLE   1,862,379 0 0
PERRIGO CO PLC SHS G97822103 11,033 132,391 SH   SOLE   132,391 0 0
PFIZER INC COM 717081103 236,757 6,671,098 SH   SOLE   6,671,098 0 0
PG&E CORP COM 69331C108 29,991 682,700 SH   SOLE   682,700 0 0
PHILIP MORRIS INTL INC COM 718172109 207,066 2,083,154 SH   SOLE   2,083,154 0 0
PHILLIPS 66 COM 718546104 18,551 193,401 SH   SOLE   193,401 0 0
PINNACLE WEST CAP CORP COM 723484101 43,722 547,894 SH   SOLE   547,894 0 0
PIONEER NAT RES CO COM 723787107 67,303 391,800 SH   SOLE   391,800 0 0
PNC FINL SVCS GROUP INC COM 693475105 189,472 1,252,791 SH   SOLE   1,252,791 0 0
PPG INDS INC COM 693506107 34,118 305,718 SH   SOLE   305,718 0 0
PRAXAIR INC COM 74005P104 55,679 385,855 SH   SOLE   385,855 0 0
PRICE T ROWE GROUP INC COM 74144T108 35,547 329,230 SH   SOLE   329,230 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 22,071 362,349 SH   SOLE   362,349 0 0
PROCTER AND GAMBLE CO COM 742718109 259,172 3,269,073 SH   SOLE   3,269,073 0 0
PROGRESSIVE CORP OHIO COM 743315103 47,598 781,189 SH   SOLE   781,189 0 0
PROLOGIS INC COM 74340W103 45,159 716,929 SH   SOLE   716,929 0 0
PROPETRO HLDG CORP COM 74347M108 35,271 2,219,687 SH   SOLE   2,219,687 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 4,613 1,500,000 SH   SOLE   1,500,000 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 8,590 1,000,000 SH   SOLE   1,000,000 0 0
PRUDENTIAL FINL INC COM 744320102 61,207 591,085 SH   SOLE   591,085 0 0
PUBLIC STORAGE COM 74460D109 40,116 200,192 SH   SOLE   200,192 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 21,912 322,000 SH   SOLE   322,000 0 0
PVH CORP COM 693656100 47,102 311,049 SH   SOLE   311,049 0 0
QORVO INC COM 74736K101 10,178 144,478 SH   SOLE   144,478 0 0
QUALCOMM INC COM 747525103 118,049 2,130,464 SH   SOLE   2,130,464 0 0
QUANTA SVCS INC COM 74762E102 6,750 196,493 SH   SOLE   196,493 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 4,590 335,000 SH   SOLE   335,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 8,245 82,200 SH   SOLE   82,200 0 0
QUIDEL CORP COM 74838J101 7,772 150,000 SH   SOLE   150,000 0 0
RALPH LAUREN CORP CL A 751212101 8,222 73,544 SH   SOLE   73,544 0 0
RANGE RES CORP COM 75281A109 13,847 952,362 SH   SOLE   952,362 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 15,101 168,900 SH   SOLE   168,900 0 0
RAYTHEON CO COM NEW 755111507 126,201 584,751 SH   SOLE   584,751 0 0
REALTY INCOME CORP COM 756109104 19,332 373,700 SH   SOLE   373,700 0 0
RED HAT INC COM 756577102 35,434 237,000 SH   SOLE   237,000 0 0
REGALWOOD GLOBAL ENERGY LTD COM CL A G74760102 19,400 1,999,998 SH   SOLE   1,999,998 0 0
REGALWOOD GLOBAL ENERGY LTD *W EXP 12/05/202 G74760128 733 666,666 SH   SOLE   666,666 0 0
REGENCY CTRS CORP COM 758849103 11,796 200,000 SH   SOLE   200,000 0 0
REGENXBIO INC COM 75901B107 17,910 600,000 SH   SOLE   600,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 128,215 6,900,700 SH   SOLE   6,900,700 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 29,196 340,521 SH   SOLE   340,521 0 0
REPUBLIC SVCS INC COM 760759100 11,342 171,258 SH   SOLE   171,258 0 0
RESMED INC COM 761152107 6,444 65,440 SH   SOLE   65,440 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 2,252 65,000 SH   SOLE   65,000 0 0
REXNORD CORP NEW COM 76169B102 47,877 1,613,098 SH   SOLE   1,613,098 0 0
RITE AID CORP COM 767754104 10,119 6,023,468 SH   SOLE   6,023,468 0 0
ROBERT HALF INTL INC COM 770323103 9,592 165,700 SH   SOLE   165,700 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 18,750 1,000,000 SH   SOLE   1,000,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 75,602 433,997 SH   SOLE   433,997 0 0
ROCKWELL COLLINS INC COM 774341101 77,225 572,672 SH   SOLE   572,672 0 0
ROSS STORES INC COM 778296103 40,497 519,325 SH   SOLE   519,325 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 27,174 230,800 SH   SOLE   230,800 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 11,206 171,000 SH   SOLE   171,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 25,541 400,274 SH   SOLE   400,274 0 0
RSP PERMIAN INC COM 74978Q105 212,273 4,528,000 SH   SOLE   4,528,000 0 0
S&P GLOBAL INC COM 78409V104 65,233 341,426 SH   SOLE   341,426 0 0
SALESFORCE COM INC COM 79466L302 112,176 964,540 SH   SOLE   964,540 0 0
SANGAMO THERAPEUTICS INC COM 800677106 43,700 2,300,000 SH   SOLE   2,300,000 0 0
SANOFI RIGHT 12/31/2020 80105N113 260 614,455 SH   SOLE   614,455 0 0
SAREPTA THERAPEUTICS INC COM 803607100 7,409 100,000 SH   SOLE   100,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 53,942 315,599 SH   SOLE   315,599 0 0
SCHEIN HENRY INC COM 806407102 5,605 83,400 SH   SOLE   83,400 0 0
SCHLUMBERGER LTD COM 806857108 98,885 1,526,467 SH   SOLE   1,526,467 0 0
SCHWAB CHARLES CORP NEW COM 808513105 83,186 1,593,000 SH   SOLE   1,593,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 6,741 85,544 SH   SOLE   85,544 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 22,191 379,200 SH   SOLE   379,200 0 0
SEALED AIR CORP NEW COM 81211K100 3,663 85,600 SH   SOLE   85,600 0 0
SEASPINE HLDGS CORP COM 81255T108 1,014 100,000 SH   SOLE   100,000 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 12,491 989,765 SH   SOLE   989,765 0 0
SELECT MED HLDGS CORP COM 81619Q105 863 50,000 SH   SOLE   50,000 0 0
SENTINEL ENERGY SVCS INC COM CL A G8062D102 14,580 1,500,000 SH   SOLE   1,500,000 0 0
SENTINEL ENERGY SVCS INC *W EXP 11/02/202 G8062D110 475 500,000 SH   SOLE   500,000 0 0
SHERWIN WILLIAMS CO COM 824348106 42,865 109,316 SH   SOLE   109,316 0 0
SHIRE PLC SPONSORED ADR 82481R106 22,409 150,000 SH   SOLE   150,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 64,435 417,463 SH   SOLE   417,463 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 23,042 229,822 SH   SOLE   229,822 0 0
SL GREEN RLTY CORP COM 78440X101 11,949 123,400 SH   SOLE   123,400 0 0
SMITH A O COM 831865209 12,357 194,320 SH   SOLE   194,320 0 0
SMUCKER J M CO COM NEW 832696405 18,667 150,527 SH   SOLE   150,527 0 0
SNAP ON INC COM 833034101 11,224 76,073 SH   SOLE   76,073 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 10,287 621,200 SH   SOLE   621,200 0 0
SOLID BIOSCIENCES INC COM 83422E105 4,125 550,000 SH   SOLE   550,000 0 0
SOUTHWEST AIRLS CO COM 844741108 43,463 758,777 SH   SOLE   758,777 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 35,581 526,120 SH   SOLE   526,120 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 7,086 84,664 SH   SOLE   84,664 0 0
SPRING BK PHARMACEUTICALS IN COM 849431101 1,538 100,000 SH   SOLE   100,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 357 15,216 SH   SOLE   15,216 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 25,479 475,000 SH   SOLE   475,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 58,796 383,789 SH   SOLE   383,789 0 0
STARBUCKS CORP COM 855244109 74,766 1,291,526 SH   SOLE   1,291,526 0 0
STATE STR CORP COM 857477103 96,379 966,400 SH   SOLE   966,400 0 0
STEADYMED LTD SHS M84920103 6,012 1,849,767 SH   SOLE   1,849,767 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 27,418 1,792,057 SH   SOLE   1,792,057 0 0
STERICYCLE INC COM 858912108 6,667 113,900 SH   SOLE   113,900 0 0
STRYKER CORP COM 863667101 53,446 332,130 SH   SOLE   332,130 0 0
SUMMIT MATLS INC CL A 86614U100 99,721 3,293,309 SH   SOLE   3,293,309 0 0
SUNESIS PHARMACEUTICALS INC COM PAR 867328700 272 100,000 SH   SOLE   100,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 22,443 1,320,184 SH   SOLE   1,320,184 0 0
SURGERY PARTNERS INC COM 86881A100 5,574 325,000 SH   SOLE   325,000 0 0
SVB FINL GROUP COM 78486Q101 17,569 73,200 SH   SOLE   73,200 0 0
SYMANTEC CORP COM 871503108 16,189 626,259 SH   SOLE   626,259 0 0
SYNAPTICS INC COM 87157D109 10,061 220,000 SH   SOLE   220,000 0 0
SYNCHRONY FINL COM 87165B103 37,279 1,111,811 SH   SOLE   1,111,811 0 0
SYNEOS HEALTH INC CL A 87166B102 3,537 99,641 SH   SOLE   99,641 0 0
SYNOPSYS INC COM 871607107 14,450 173,600 SH   SOLE   173,600 0 0
SYSCO CORP COM 871829107 38,574 643,324 SH   SOLE   643,324 0 0
TAHOE RES INC COM 873868103 15,245 3,250,000 SH   SOLE   3,250,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 14,999 153,399 SH   SOLE   153,399 0 0
TAPESTRY INC COM 876030107 19,315 367,142 SH   SOLE   367,142 0 0
TARGET CORP COM 87612E106 20,947 301,700 SH   SOLE   301,700 0 0
TE CONNECTIVITY LTD REG SHS H84989104 14,473 144,878 SH   SOLE   144,878 0 0
TECHNIPFMC PLC COM G87110105 17,219 584,700 SH   SOLE   584,700 0 0
TELEFLEX INC COM 879369106 50,996 200,000 SH   SOLE   200,000 0 0
TEXAS INSTRS INC COM 882508104 165,740 1,595,344 SH   SOLE   1,595,344 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 111,495 540,032 SH   SOLE   540,032 0 0
TIFFANY & CO NEW COM 886547108 13,671 139,990 SH   SOLE   139,990 0 0
TIME WARNER INC COM NEW 887317303 235,905 2,494,233 SH   SOLE   2,494,233 0 0
TIMKEN CO COM 887389104 22,219 487,249 SH   SOLE   487,249 0 0
TIMKENSTEEL CORP COM 887399103 9,874 650,000 SH   SOLE   650,000 0 0
TJX COS INC NEW COM 872540109 18,701 229,292 SH   SOLE   229,292 0 0
TOPBUILD CORP COM 89055F103 7,351 96,062 SH   SOLE   96,062 0 0
TORCHMARK CORP COM 891027104 11,661 138,542 SH   SOLE   138,542 0 0
TORO CO COM 891092108 18,414 294,857 SH   SOLE   294,857 0 0
TOTAL S A SPONSORED ADR 89151E109 11,250 195,000 SH   SOLE   195,000 0 0
TOTAL SYS SVCS INC COM 891906109 18,951 219,700 SH   SOLE   219,700 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 66,930 513,383 SH   SOLE   513,383 0 0
TPG PACE ENERGY HLDGS CORP CL A 872656103 42,967 4,249,998 SH   SOLE   4,249,998 0 0
TPG PACE ENERGY HLDGS CORP *W EXP 99/99/999 872656111 2,621 1,416,666 SH   SOLE   1,416,666 0 0
TRACTOR SUPPLY CO COM 892356106 10,398 165,000 SH   SOLE   165,000 0 0
TRANSDIGM GROUP INC COM 893641100 16,342 53,241 SH   SOLE   53,241 0 0
TRAVELERS COMPANIES INC COM 89417E109 34,661 249,612 SH   SOLE   249,612 0 0
TRIBUNE MEDIA CO CL A 896047503 44,966 1,110,000 SH   SOLE   1,110,000 0 0
TRIPADVISOR INC COM 896945201 5,880 143,800 SH   SOLE   143,800 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 66,542 1,813,626 SH   SOLE   1,813,626 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 21,147 581,443 SH   SOLE   581,443 0 0
TYSON FOODS INC CL A 902494103 29,031 396,655 SH   SOLE   396,655 0 0
U S G CORP COM NEW 903293405 56,565 1,399,422 SH   SOLE   1,399,422 0 0
U S SILICA HLDGS INC COM 90346E103 70,725 2,771,346 SH   SOLE   2,771,346 0 0
UDR INC COM 902653104 12,834 360,300 SH   SOLE   360,300 0 0
ULTA BEAUTY INC COM 90384S303 15,915 77,910 SH   SOLE   77,910 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 24,944 489,203 SH   SOLE   489,203 0 0
UNDER ARMOUR INC CL A 904311107 4,020 245,873 SH   SOLE   245,873 0 0
UNDER ARMOUR INC CL C 904311206 3,280 228,600 SH   SOLE   228,600 0 0
UNION PAC CORP COM 907818108 142,135 1,057,314 SH   SOLE   1,057,314 0 0
UNIQURE NV SHS N90064101 4,664 198,482 SH   SOLE   198,482 0 0
UNITED CONTL HLDGS INC COM 910047109 25,774 371,009 SH   SOLE   371,009 0 0
UNITED PARCEL SERVICE INC CL B 911312106 54,936 524,900 SH   SOLE   524,900 0 0
UNITED RENTALS INC COM 911363109 57,481 332,782 SH   SOLE   332,782 0 0
UNITED TECHNOLOGIES CORP COM 913017109 15,509 123,266 SH   SOLE   123,266 0 0
UNITEDHEALTH GROUP INC COM 91324P102 289,147 1,351,153 SH   SOLE   1,351,153 0 0
UNITIL CORP COM 913259107 19,028 410,000 SH   SOLE   410,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 29,346 247,832 SH   SOLE   247,832 0 0
UNUM GROUP COM 91529Y106 14,205 298,369 SH   SOLE   298,369 0 0
US BANCORP DEL COM NEW 902973304 5,636 111,600 SH   SOLE   111,600 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 13,490 200,000 SH   SOLE   200,000 0 0
VALVOLINE INC COM 92047W101 6,639 300,000 SH   SOLE   300,000 0 0
VANDA PHARMACEUTICALS INC COM 921659108 23,590 1,400,000 SH   SOLE   1,400,000 0 0
VANTAGE ENERGY ACQUISITION COM CL A 92211L105 46,455 4,750,000 SH   SOLE   4,750,000 0 0
VANTAGE ENERGY ACQUISITION *W EXP 04/12/202 92211L113 2,296 1,583,333 SH   SOLE   1,583,333 0 0
VECTREN CORP COM 92240G101 86,326 1,350,533 SH   SOLE   1,350,533 0 0
VENATOR MATLS PLC SHS G9329Z100 7,236 400,000 SH   SOLE   400,000 0 0
VENTAS INC COM 92276F100 23,225 468,900 SH   SOLE   468,900 0 0
VERISIGN INC COM 92343E102 13,479 113,690 SH   SOLE   113,690 0 0
VERISK ANALYTICS INC COM 92345Y106 21,278 204,600 SH   SOLE   204,600 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 224,196 4,688,339 SH   SOLE   4,688,339 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 107,678 660,681 SH   SOLE   660,681 0 0
VIACOM INC NEW CL B 92553P201 14,503 466,926 SH   SOLE   466,926 0 0
VISA INC COM CL A 92826C839 326,149 2,726,540 SH   SOLE   2,726,540 0 0
VISTEON CORP COM NEW 92839U206 17,713 160,681 SH   SOLE   160,681 0 0
VORNADO RLTY TR SH BEN INT 929042109 11,364 168,859 SH   SOLE   168,859 0 0
VOYAGER THERAPEUTICS INC COM 92915B106 8,925 475,000 SH   SOLE   475,000 0 0
VULCAN MATLS CO COM 929160109 70,686 619,125 SH   SOLE   619,125 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 73,189 1,117,897 SH   SOLE   1,117,897 0 0
WALMART INC COM 931142103 175,190 1,969,092 SH   SOLE   1,969,092 0 0
WASTE CONNECTIONS INC COM 94106B101 40,205 560,426 SH   SOLE   560,426 0 0
WASTE MGMT INC DEL COM 94106L109 50,104 595,623 SH   SOLE   595,623 0 0
WATERS CORP COM 941848103 21,227 106,854 SH   SOLE   106,854 0 0
WATSCO INC COM 942622200 18,705 103,360 SH   SOLE   103,360 0 0
WAYFAIR INC CL A 94419L101 161,704 2,394,552 SH   SOLE   2,394,552 0 0
WELLS FARGO CO NEW COM 949746101 304,825 5,816,152 SH   SOLE   5,816,152 0 0
WELLTOWER INC COM 95040Q104 26,867 493,606 SH   SOLE   493,606 0 0
WERNER ENTERPRISES INC COM 950755108 3,715 101,770 SH   SOLE   101,770 0 0
WESCO INTL INC COM 95082P105 16,655 268,412 SH   SOLE   268,412 0 0
WESTAR ENERGY INC COM 95709T100 101,501 1,930,045 SH   SOLE   1,930,045 0 0
WESTERN ALLIANCE BANCORP COM 957638109 13,946 240,000 SH   SOLE   240,000 0 0
WESTERN DIGITAL CORP COM 958102105 36,708 397,837 SH   SOLE   397,837 0 0
WESTERN UN CO COM 959802109 6,219 323,393 SH   SOLE   323,393 0 0
WESTROCK CO COM 96145D105 215,737 3,361,958 SH   SOLE   3,361,958 0 0
WEYERHAEUSER CO COM 962166104 35,217 1,006,200 SH   SOLE   1,006,200 0 0
WILLIAMS COS INC DEL COM 969457100 27,265 1,096,752 SH   SOLE   1,096,752 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 26,808 176,150 SH   SOLE   176,150 0 0
WORLDPAY INC CL A 981558109 26,728 325,000 SH   SOLE   325,000 0 0
WPX ENERGY INC COM 98212B103 75,748 5,125,000 SH   SOLE   5,125,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 15,848 138,493 SH   SOLE   138,493 0 0
WYNN RESORTS LTD COM 983134107 19,494 106,900 SH   SOLE   106,900 0 0
XEROX CORP COM NEW 984121608 8,818 306,400 SH   SOLE   306,400 0 0
XILINX INC COM 983919101 44,269 612,810 SH   SOLE   612,810 0 0
XL GROUP LTD COM G98294104 118,306 2,140,904 SH   SOLE   2,140,904 0 0
YUM BRANDS INC COM 988498101 40,543 476,249 SH   SOLE   476,249 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 45,659 418,735 SH   SOLE   418,735 0 0
ZIONS BANCORPORATION COM 989701107 33,905 643,000 SH   SOLE   643,000 0 0
ZOETIS INC CL A 98978V103 43,518 521,109 SH   SOLE   521,109 0 0
ZOGENIX INC COM NEW 98978L204 23,029 575,000 SH   SOLE   575,000 0 0
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