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
ADVANCED MICRO DEVICES INC COM 007903107 87,587 8,715,076 SH   SOLE NONE 8,715,076 0 0
AFFILIATED MANAGERS GROUP COM 008252108 758 4,000 SH   SOLE NONE 4,000 0 0
AIR LEASE CORP CL A 00912X302 21,645 507,850 SH   SOLE NONE 507,850 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 37,954 303,900 SH   SOLE NONE 303,900 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 233,301 1,271,120 SH   SOLE NONE 1,271,120 0 0
ALPHABET INC CL C 02079K107 107,141 103,840 SH   SOLE NONE 103,840 0 0
ALPHABET INC CL A 02079K305 32 31 SH   SOLE NONE 31 0 0
ALTRIA GROUP INC COM 02209S103 40,101 643,473 SH   SOLE NONE 643,473 0 0
AMAZON COM INC COM 023135106 111,930 77,335 SH   SOLE NONE 77,335 0 0
AMERICAN EXPRESS CO COM 025816109 19 200 SH   SOLE NONE 200 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 131,867 6,567,100 SH   SOLE NONE 6,567,100 0 0
AMERICOLD RLTY TR COM 03064D108 716 37,500 SH   SOLE NONE 37,500 0 0
ANADARKO PETE CORP COM 032511107 50,316 832,908 SH   SOLE NONE 832,908 0 0
ANADARKO PETE CORP OPTIONS 032511907 2,296 7,347 SH Call SOLE NONE 7,347 0 0
ANTHEM INC COM 036752103 42,292 192,500 SH   SOLE NONE 192,500 0 0
APPLE INC COM 037833100 245,331 1,462,217 SH   SOLE NONE 1,462,217 0 0
APPLIED MATLS INC COM 038222105 5,878 105,700 SH   SOLE NONE 105,700 0 0
AQUANTIA CORP COM 03842Q108 1,563 99,580 SH   SOLE NONE 99,580 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 22,026 110,928 SH   SOLE NONE 110,928 0 0
AT HOME GROUP INC COM 04650Y100 14,078 439,400 SH   SOLE NONE 439,400 0 0
AT&T INC COM 00206R102 8 225 SH   SOLE NONE 225 0 0
AVANGRID INC COM 05351W103 5,738 112,245 SH   SOLE NONE 112,245 0 0
BAIDU INC SPON ADR REP A 056752108 8,749 39,200 SH   SOLE NONE 39,200 0 0
BANCO MACRO SA SPON ADR B 05961W105 5,463 50,600 SH   SOLE NONE 50,600 0 0
BANK AMER CORP COM 060505104 39,547 1,318,668 SH   SOLE NONE 1,318,668 0 0
BANKUNITED INC COM 06652K103 14,921 373,200 SH   SOLE NONE 373,200 0 0
BARRICK GOLD CORP COM 067901108 3,894 312,762 SH   SOLE NONE 312,762 0 0
BARRICK GOLD CORP OPTIONS 067901908 5,374 145,557 SH Call SOLE NONE 145,557 0 0
BECTON DICKINSON & CO COM 075887109 75,520 348,500 SH   SOLE NONE 348,500 0 0
BLACKBERRY LTD COM 09228F103 48,429 4,211,244 SH   SOLE NONE 4,211,244 0 0
BLACKBERRY LTD OPTIONS 09228F903 3,765 16,300 SH Call SOLE NONE 16,300 0 0
BOEING CO COM 097023105 64,592 197,000 SH   SOLE NONE 197,000 0 0
BRIGHTSPHERE INVESTMENT GRP P SHS G1644T109 11,748 745,400 SH   SOLE NONE 745,400 0 0
BROADCOM LTD SHS Y09827109 49,173 208,671 SH   SOLE NONE 208,671 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 25,546 655,013 SH   SOLE NONE 655,013 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 73,027 3,805,470 SH   SOLE NONE 3,805,470 0 0
BURLINGTON STORES INC COM 122017106 25,332 190,250 SH   SOLE NONE 190,250 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 655 20,300 SH   SOLE NONE 20,300 0 0
CATERPILLAR INC DEL COM 149123101 73,401 498,039 SH   SOLE NONE 498,039 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 652 10,200 SH   SOLE NONE 10,200 0 0
CENTENE CORP DEL COM 15135B101 44,885 420,000 SH   SOLE NONE 420,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 171,580 3,210,100 SH   SOLE NONE 3,210,100 0 0
CHENIERE ENERGY INC NOTE 4.250% 3/1 16411RAG4 2,207 2,843,000 SH   SOLE NONE 2,843,000 0 0
CHEVRON CORP NEW COM 166764100 5,744 50,368 SH   SOLE NONE 50,368 0 0
CIMAREX ENERGY CO COM 171798101 4,114 44,000 SH   SOLE NONE 44,000 0 0
CISCO SYS INC COM 17275R102 41,831 975,320 SH   SOLE NONE 975,320 0 0
CITIGROUP INC COM NEW 172967424 48,954 725,245 SH   SOLE NONE 725,245 0 0
CLIPPER RLTY INC COM 18885T306 2,528 298,428 SH   SOLE NONE 298,428 0 0
CLOUDERA INC COM 18914U100 2,092 96,929 SH   SOLE NONE 96,929 0 0
CME GROUP INC COM 12572Q105 22,594 139,691 SH   SOLE NONE 139,691 0 0
COCA COLA CO COM 191216100 73,701 1,697,001 SH   SOLE NONE 1,697,001 0 0
COLGATE PALMOLIVE CO COM 194162103 11,925 166,360 SH   SOLE NONE 166,360 0 0
CONCHO RES INC COM 20605P101 7,945 52,850 SH   SOLE NONE 52,850 0 0
CONOCOPHILLIPS COM 20825C104 54,345 916,597 SH   SOLE NONE 916,597 0 0
CONTINENTAL RESOURCES INC COM 212015101 4,401 74,650 SH   SOLE NONE 74,650 0 0
CORPORACION AMER ARPTS S A COM L1995B107 6,149 498,300 SH   SOLE NONE 498,300 0 0
COSTCO WHSL CORP NEW COM 22160K105 67,500 358,224 SH   SOLE NONE 358,224 0 0
CREDICORP LTD COM G2519Y108 5,317 23,420 SH   SOLE NONE 23,420 0 0
DANAHER CORP DEL COM 235851102 63,612 649,698 SH   SOLE NONE 649,698 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 4,226 57,726 SH   SOLE NONE 57,726 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 29,082 530,600 SH   SOLE NONE 530,600 0 0
DEVON ENERGY CORP NEW COM 25179M103 56,537 1,778,450 SH   SOLE NONE 1,778,450 0 0
DISCOVER FINL SVCS COM 254709108 89,138 1,239,237 SH   SOLE NONE 1,239,237 0 0
DISNEY WALT CO COM DISNEY 254687106 26,599 264,822 SH   SOLE NONE 264,822 0 0
DOLLAR GEN CORP NEW COM 256677105 21 225 SH   SOLE NONE 225 0 0
DOWDUPONT INC COM 26078J100 161,686 2,537,845 SH   SOLE NONE 2,537,845 0 0
DROPBOX INC CL A 26210C104 781 25,000 SH   SOLE NONE 25,000 0 0
DXC TECHNOLOGY CO COM 23355L106 994 9,887 SH   SOLE NONE 9,887 0 0
ECOLAB INC COM 278865100 29 215 SH   SOLE NONE 215 0 0
ENBRIDGE INC COM 29250N105 85,621 2,720,733 SH   SOLE NONE 2,720,733 0 0
EOG RES INC COM 26875P101 245,621 2,333,252 SH   SOLE NONE 2,333,252 0 0
EQUINIX INC COM PAR $0.001 29444U700 627 1,500 SH   SOLE NONE 1,500 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 6,421 324,797 SH   SOLE NONE 324,797 0 0
FACEBOOK INC CL A 30303M102 3,121 19,533 SH   SOLE NONE 19,533 0 0
FINISAR CORP COM NEW 31787A507 11,862 750,300 SH   SOLE NONE 750,300 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 12,121 850,000 SH   SOLE NONE 850,000 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 811 25,000 SH   SOLE NONE 25,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 102,348 5,051,750 SH   SOLE NONE 5,051,750 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 36,250 1,320,600 SH   SOLE NONE 1,320,600 0 0
GENERAL DYNAMICS CORP COM 369550108 102,293 463,073 SH   SOLE NONE 463,073 0 0
GILEAD SCIENCES INC COM 375558103 53,367 707,879 SH   SOLE NONE 707,879 0 0
HESS CORP COM 42809H107 3,027 59,800 SH   SOLE NONE 59,800 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 7,118 1,155,500 SH   SOLE NONE 1,155,500 0 0
HOME DEPOT INC COM 437076102 78,293 439,255 SH   SOLE NONE 439,255 0 0
HONEYWELL INTL INC COM 438516106 65,090 450,417 SH   SOLE NONE 450,417 0 0
ICICI BK LTD ADR 45104G104 12,042 1,360,674 SH   SOLE NONE 1,360,674 0 0
INGERSOLL-RAND PLC SHS G47791101 44,021 514,800 SH   SOLE NONE 514,800 0 0
INTEL CORP COM 458140100 57,263 1,099,516 SH   SOLE NONE 1,099,516 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 27,015 176,075 SH   SOLE NONE 176,075 0 0
INVESCO LTD SHS G491BT108 13,307 415,700 SH   SOLE NONE 415,700 0 0
ISHARES TR IBOXX INV CP ETF 464287242 26,800 228,300 SH   SOLE NONE 228,300 0 0
ISHARES TR 20 YR TR BD ETF 464287432 208,410 1,709,678 SH   SOLE NONE 1,709,678 0 0
ISHARES TR BARCLAYS 7-10 YR 464287440 2,443 23,680 SH   SOLE NONE 23,680 0 0
ISHARES TR U.S. REAL ES ETF 464287739 29,020 384,529 SH   SOLE NONE 384,529 0 0
ISHARES TR JP MOR EM MK ETF 464288281 119,062 1,055,328 SH   SOLE NONE 1,055,328 0 0
ISHARES TR IBOXX HI YD ETF 464288513 13,662 159,529 SH   SOLE NONE 159,529 0 0
ISHARES TR MSCI INDIA ETF 46429B598 9,935 291,100 SH   SOLE NONE 291,100 0 0
JD COM INC SPON ADR CL A 47215P106 12,028 297,050 SH   SOLE NONE 297,050 0 0
JOHNSON & JOHNSON COM 478160104 100,841 786,900 SH   SOLE NONE 786,900 0 0
JPMORGAN CHASE & CO COM 46625H100 132,749 1,207,140 SH   SOLE NONE 1,207,140 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 35,517 2,041,188 SH   SOLE NONE 2,041,188 0 0
KEYCORP NEW COM 493267108 12,242 626,199 SH   SOLE NONE 626,199 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 45,974 877,535 SH   SOLE NONE 877,535 0 0
KINDER MORGAN INC DEL COM 49456B101 69,424 4,609,803 SH   SOLE NONE 4,609,803 0 0
KLA-TENCOR CORP COM 482480100 20,932 192,021 SH   SOLE NONE 192,021 0 0
KRAFT HEINZ CO COM 500754106 30,272 485,978 SH   SOLE NONE 485,978 0 0
LAM RESEARCH CORP COM 512807108 28,381 139,700 SH   SOLE NONE 139,700 0 0
LAUDER ESTEE COS INC CL A 518439104 45,970 307,039 SH   SOLE NONE 307,039 0 0
LENNAR CORP CL A 526057104 26,795 454,610 SH   SOLE NONE 454,610 0 0
LOCKHEED MARTIN CORP COM 539830109 1,825 5,400 SH   SOLE NONE 5,400 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 337 1,370 SH   SOLE NONE 1,370 0 0
MAGNA INTL INC COM 559222401 29 523 SH   SOLE NONE 523 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,110 15,000 SH   SOLE NONE 15,000 0 0
MASCO CORP COM 574599106 11,440 282,900 SH   SOLE NONE 282,900 0 0
MASTERCARD INC CL A 57636Q104 19,394 110,722 SH   SOLE NONE 110,722 0 0
MERCK & CO INC NEW COM 58933Y105 15,762 289,375 SH   SOLE NONE 289,375 0 0
MGM RESORTS INTERNATIONAL COM 552953101 12 331 SH   SOLE NONE 331 0 0
MICRON TECHNOLOGY INC COM 595112103 248,593 4,767,800 SH   SOLE NONE 4,767,800 0 0
MICROSOFT CORP COM 594918104 199,643 2,187,394 SH   SOLE NONE 2,187,394 0 0
MONDELEZ INTL INC CL A 609207105 97,620 2,339,315 SH   SOLE NONE 2,339,315 0 0
MONGODB INC CL A 60937P106 3,255 75,000 SH   SOLE NONE 75,000 0 0
MULESOFT INC CL A 625207105 3,318 75,439 SH   SOLE NONE 75,439 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3 86 SH   SOLE NONE 86 0 0
NEWELL RUBBERMAID INC COM 651229106 40,590 1,593,007 SH   SOLE NONE 1,593,007 0 0
NEWMONT MINING CORP COM 651639106 10,059 257,450 SH   SOLE NONE 257,450 0 0
NEWMONT MINING CORP OPTIONS 651639906 14,780 40,528 SH Call SOLE NONE 40,528 0 0
NEXA RES S A COM L67359106 10,382 592,900 SH   SOLE NONE 592,900 0 0
NEXTERA ENERGY INC COM 65339F101 144,515 884,801 SH   SOLE NONE 884,801 0 0
NIKE INC CL B 654106103 76,834 1,156,447 SH   SOLE NONE 1,156,447 0 0
NOBLE ENERGY INC COM 655044105 15,538 512,800 SH   SOLE NONE 512,800 0 0
NVIDIA CORP COM 67066G104 7,504 32,400 SH   SOLE NONE 32,400 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 17,294 69,909 SH   SOLE NONE 69,909 0 0
OM ASSET MGMT PLC SHS G67506108 1,607 101,936 SH   SOLE NONE 101,936 0 0
ORACLE CORP COM 68389X105 25,235 551,575 SH   SOLE NONE 551,575 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 5,841 98,000 SH   SOLE NONE 98,000 0 0
PANDORA MEDIA INC COM 698354107 1,448 287,958 SH   SOLE NONE 287,958 0 0
PARKER HANNIFIN CORP COM 701094104 39 227 SH   SOLE NONE 227 0 0
PARSLEY ENERGY INC CL A 701877102 3,143 108,400 SH   SOLE NONE 108,400 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 86,356 4,994,575 SH   SOLE NONE 4,994,575 0 0
PATTERSON UTI ENERGY INC COM 703481101 38,335 2,189,300 SH   SOLE NONE 2,189,300 0 0
PENTAIR PLC SHS G7S00T104 6 87 SH   SOLE NONE 87 0 0
PEPSICO INC COM 713448108 11,156 102,206 SH   SOLE NONE 102,206 0 0
PFIZER INC COM 717081103 141,995 4,000,995 SH   SOLE NONE 4,000,995 0 0
PIONEER NAT RES CO COM 723787107 9,688 56,400 SH   SOLE NONE 56,400 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 1,310 128,200 SH   SOLE NONE 128,200 0 0
PNC FINL SVCS GROUP INC COM 693475105 23,201 153,405 SH   SOLE NONE 153,405 0 0
PROCTER & GAMBLE CO COM 742718109 69,541 877,162 SH   SOLE NONE 877,162 0 0
PROLOGIS INC COM 74340W103 12,581 199,733 SH   SOLE NONE 199,733 0 0
QUANTA SVCS INC COM 74762E102 15,774 459,200 SH   SOLE NONE 459,200 0 0
RANDGOLD RES LTD ADR 752344309 11,004 132,200 SH   SOLE NONE 132,200 0 0
RANGE RES CORP COM 75281A109 1,858 127,800 SH   SOLE NONE 127,800 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 13 224 SH   SOLE NONE 224 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 51,482 806,799 SH   SOLE NONE 806,799 0 0
RSP PERMIAN INC COM 74978Q105 23,693 505,400 SH   SOLE NONE 505,400 0 0
S&P GLOBAL INC COM 78409V104 69,945 366,089 SH   SOLE NONE 366,089 0 0
SALESFORCE COM INC COM 79466L302 13,968 120,100 SH   SOLE NONE 120,100 0 0
SCHLUMBERGER LTD COM 806857108 3,870 59,740 SH   SOLE NONE 59,740 0 0
SEALED AIR CORP NEW COM 81211K100 21,217 495,850 SH   SOLE NONE 495,850 0 0
SEMPRA ENERGY COM 816851109 99,495 894,575 SH   SOLE NONE 894,575 0 0
SEMPRA ENERGY 6% PFD CONV A 816851406 19,950 194,880 SH   SOLE NONE 194,880 0 0
SHOPIFY INC CL A 82509L107 16,147 129,600 SH   SOLE NONE 129,600 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 111,450 1,790,075 SH   SOLE NONE 1,790,075 0 0
SLM CORP COM 78442P106 59,127 5,274,500 SH   SOLE NONE 5,274,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 258,162 2,052,329 SH   SOLE NONE 2,052,329 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 4,589 99,180 SH   SOLE NONE 99,180 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 20,184 76,700 SH   SOLE NONE 76,700 0 0
SPDR S&P 500 ETF TR OPTIONS 78462F953 48,860 140,874 SH Put SOLE NONE 140,874 0 0
SPDR SERIES TRUST BRCLY EM LOCL 78464A391 5,426 178,614 SH   SOLE NONE 178,614 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 52,366 596,900 SH   SOLE NONE 596,900 0 0
SPLUNK INC COM 848637104 16,442 167,112 SH   SOLE NONE 167,112 0 0
SUN CMNTYS INC COM 866674104 676 7,400 SH   SOLE NONE 7,400 0 0
SYNAPTICS INC COM 87157D109 2,054 44,912 SH   SOLE NONE 44,912 0 0
SYNCHRONY FINL COM 87165B103 341,402 10,181,994 SH   SOLE NONE 10,181,994 0 0
TABLEAU SOFTWARE INC CL A 87336U105 13,284 164,362 SH   SOLE NONE 164,362 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 100,739 2,302,087 SH   SOLE NONE 2,302,087 0 0
TAPESTRY INC COM 876030107 73,364 1,394,487 SH   SOLE NONE 1,394,487 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 129,166 625,620 SH   SOLE NONE 625,620 0 0
TRANSOCEAN LTD REG SHS H8817H100 304 30,700 SH   SOLE NONE 30,700 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 16 427 SH   SOLE NONE 427 0 0
UNION PAC CORP COM 907818108 27,065 201,329 SH   SOLE NONE 201,329 0 0
UNITEDHEALTH GROUP INC COM 91324P102 93,634 437,543 SH   SOLE NONE 437,543 0 0
US FOODS HLDG CORP COM 912008109 25,025 763,655 SH   SOLE NONE 763,655 0 0
VAIL RESORTS INC COM 91879Q109 81,608 368,100 SH   SOLE NONE 368,100 0 0
VANGUARD INDEX FDS REIT ETF 922908553 6,419 85,050 SH   SOLE NONE 85,050 0 0
VORNADO RLTY TR SH BEN INT 929042109 325 4,830 SH   SOLE NONE 4,830 0 0
WABCO HLDGS INC COM 92927K102 34,292 256,160 SH   SOLE NONE 256,160 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 29 437 SH   SOLE NONE 437 0 0
WARRIOR MET COAL INC COM 93627C101 1,493 53,300 SH   SOLE NONE 53,300 0 0
WEIBO CORP SPONSORED ADR 948596101 16,329 136,600 SH   SOLE NONE 136,600 0 0
WELLS FARGO & CO NEW COM 949746101 439,682 8,389,278 SH   SOLE NONE 8,389,278 0 0
WESTROCK CO COM 96145D105 42,006 654,600 SH   SOLE NONE 654,600 0 0
WILLIAMS COS INC DEL COM 969457100 179,581 7,223,700 SH   SOLE NONE 7,223,700 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 110,798 728,023 SH   SOLE NONE 728,023 0 0
WINGSTOP INC COM 974155103 14,835 314,100 SH   SOLE NONE 314,100 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 9,831 454,700 SH   SOLE NONE 454,700 0 0
ZSCALER INC COM 98980G102 2,899 103,290 SH   SOLE NONE 103,290 0 0