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 7,863 94,100 SH   SOLE 94,100 0 0
3M CO COM 88579Y101 43,751 222,400 SH   SOLE 222,400 0 0
51JOB INC SP ADR REP COM 316827104 5,091 52,147 SH   SOLE 52,147 0 0
58 COM INC SPON ADR REP A 31680Q104 1,754 25,290 SH   SOLE 25,290 0 0
ABBOTT LABS COM 002824100 57,931 949,850 SH   SOLE 949,850 0 0
ABBVIE INC COM 00287Y109 104,695 1,130,000 SH   SOLE 1,130,000 0 0
ABM INDS INC COM 000957100 2,189 75,000 SH   SOLE 75,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 32,728 800,000 SH   SOLE 800,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 14,705 537,246 SH   SOLE 537,246 0 0
ACCELERON PHARMA INC COM 00434H108 2,572 53,000 SH   SOLE 53,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 37,593 229,800 SH   SOLE 229,800 0 0
ACCO BRANDS CORP COM 00081T108 2,936 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 2,583 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 50,638 663,500 SH   SOLE 663,500 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 2,415 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 94 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 285 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 200 25,100 SH   SOLE 25,100 0 0
ADOBE SYS INC COM 00724F101 40,399 165,700 SH   SOLE 165,700 0 0
ADVANCED MICRO DEVICES INC COM 007903107 25,483 1,700,000 SH   SOLE 1,700,000 0 0
ADVANSIX INC COM 00773T101 571 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 57,142 1,730,000 SH   SOLE 1,730,000 0 0
AES CORP COM 00130H105 2,682 200,000 SH   SOLE 200,000 0 0
AETNA INC NEW COM 00817Y108 86,267 470,120 SH   SOLE 470,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 30,031 202,000 SH   SOLE 202,000 0 0
AFLAC INC COM 001055102 25,812 600,000 SH   SOLE 600,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 10,204 165,000 SH   SOLE 165,000 0 0
AGREE REALTY CORP COM 008492100 24,051 455,750 SH   SOLE 455,750 0 0
AIR PRODS & CHEMS INC COM 009158106 27,253 175,000 SH   SOLE 175,000 0 0
AK STL HLDG CORP COM 001547108 71,545 16,485,000 SH   SOLE 16,485,000 0 0
ALASKA AIR GROUP INC COM 011659109 42,877 710,000 SH   SOLE 710,000 0 0
ALBEMARLE CORP COM 012653101 43,864 465,000 SH   SOLE 465,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 2,953 125,652 SH   SOLE 125,652 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 24,849 196,950 SH   SOLE 196,950 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 32,900 265,000 SH   SOLE 265,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 166,310 896,409 SH   SOLE 896,409 0 0
ALKERMES PLC SHS G01767105 7,820 190,000 SH   SOLE 190,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,491 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 628 25,000 SH   SOLE 25,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,547 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 100,982 605,702 SH   SOLE 605,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 951 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,962 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 840 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 23,826 261,054 SH   SOLE 261,054 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 7,879 80,000 SH   SOLE 80,000 0 0
ALPHABET INC CAP STK CL C 02079K107 698,397 626,000 SH   SOLE 626,000 0 0
ALTABA INC COM 021346101 21,963 300,000 SH   SOLE 300,000 0 0
ALTAIR ENGR INC COM CL A 021369103 2,051 60,000 SH   SOLE 60,000 0 0
ALTICE USA INC CL A 02156K103 2,456 143,961 SH   SOLE 143,961 0 0
ALTRIA GROUP INC COM 02209S103 134,706 2,372,000 SH   SOLE 2,372,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,290 66,167 SH   SOLE 66,167 0 0
AMAZON COM INC COM 023135106 900,894 530,000 SH   SOLE 530,000 0 0
AMBEV SA SPONSORED ADR 02319V103 14,386 3,107,048 SH   SOLE 3,107,048 0 0
AMEREN CORP COM 023608102 5,416 89,000 SH   SOLE 89,000 0 0
AMERESCO INC CL A 02361E108 1,500 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 35,674 2,141,328 SH   SOLE 2,141,328 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 22,207 585,000 SH   SOLE 585,000 0 0
AMERICAN ASSETS TR INC COM 024013104 17,997 470,000 SH   SOLE 470,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,556 100,000 SH   SOLE 100,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 12,693 296,001 SH   SOLE 296,001 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2,930 126,000 SH   SOLE 126,000 0 0
AMERICAN ELEC PWR INC COM 025537101 43,593 629,500 SH   SOLE 629,500 0 0
AMERICAN EXPRESS CO COM 025816109 39,200 400,000 SH   SOLE 400,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 3,687 166,250 SH   SOLE 166,250 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 81,757 1,542,000 SH   SOLE 1,542,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 83,402 578,500 SH   SOLE 578,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,281 15,000 SH   SOLE 15,000 0 0
AMERICOLD RLTY TR COM 03064D108 2,422 110,000 SH   SOLE 110,000 0 0
AMERIPRISE FINL INC COM 03076C106 69,520 497,000 SH   SOLE 497,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 17,054 200,000 SH   SOLE 200,000 0 0
AMGEN INC COM 031162100 51,765 280,431 SH   SOLE 280,431 0 0
ANADARKO PETE CORP COM 032511107 22,913 312,800 SH   SOLE 312,800 0 0
ANALOG DEVICES INC COM 032654105 60,430 630,000 SH   SOLE 630,000 0 0
ANAPTYSBIO INC COM 032724106 3,907 55,000 SH   SOLE 55,000 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 10,275 241,600 SH   SOLE 241,600 0 0
ANGIODYNAMICS INC COM 03475V101 1,446 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 6,445 37,000 SH   SOLE 37,000 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,963 104,100 SH   SOLE 104,100 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 4,396 148,900 SH   SOLE 148,900 0 0
ANTHEM INC COM 036752103 11,902 50,000 SH   SOLE 50,000 0 0
AON PLC SHS CL A G0408V102 34,293 250,000 SH   SOLE 250,000 0 0
APACHE CORP COM 037411105 84,000 1,796,800 SH   SOLE 1,796,800 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 8,545 202,000 SH   SOLE 202,000 0 0
APPLE INC COM 037833100 794,122 4,290,000 SH   SOLE 4,290,000 0 0
APPLIED MATLS INC COM 038222105 78,292 1,695,000 SH   SOLE 1,695,000 0 0
APTIV PLC SHS G6095L109 13,928 152,000 SH   SOLE 152,000 0 0
AQUA AMERICA INC COM 03836W103 2,639 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 3,327 319,000 SH   SOLE 319,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 26,875 1,015,668 SH   SOLE 1,015,668 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,526 186,026 SH   SOLE 186,026 0 0
ARCONIC INC COM 03965L100 21,007 1,235,000 SH   SOLE 1,235,000 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 276 39,700 SH   SOLE 39,700 0 0
ARQULE INC COM 04269E107 597 108,040 SH   SOLE 108,040 0 0
ARRIS INTL INC SHS G0551A103 3,911 160,000 SH   SOLE 160,000 0 0
ASE TECHNOLOGY HOLDING CO LT SPONSORED ADS 00215W100 6,733 1,463,672 SH   SOLE 1,463,672 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 1,134 140,000 SH   SOLE 140,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,829 30,500 SH   SOLE 30,500 0 0
ASTEC INDS INC COM 046224101 87,607 1,465,000 SH   SOLE 1,465,000 0 0
AT&T INC COM 00206R102 283,178 8,819,000 SH   SOLE 8,819,000 0 0
ATHENAHEALTH INC COM 04685W103 9,548 60,000 SH   SOLE 60,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 64,530 900,000 SH   SOLE 900,000 0 0
ATMOS ENERGY CORP COM 049560105 2,254 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 791 186,900 SH   SOLE 186,900 0 0
AUDIOCODES LTD ORD M15342104 202 25,935 SH   SOLE 25,935 0 0
AUTODESK INC COM 052769106 30,531 232,900 SH   SOLE 232,900 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 4,677 46,306 SH   SOLE 46,306 0 0
AUTOZONE INC COM 053332102 7,280 10,850 SH   SOLE 10,850 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 258 42,090 SH   SOLE 42,090 0 0
AVALONBAY CMNTYS INC COM 053484101 21,658 126,000 SH   SOLE 126,000 0 0
AVON PRODS INC COM 054303102 10,368 6,400,000 SH   SOLE 6,400,000 0 0
AXALTA COATING SYS LTD COM G0750C108 1,970 65,000 SH   SOLE 65,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 57 25,000 SH   SOLE 25,000 0 0
AZUL S A SPONSR ADR PFD 05501U106 2,581 157,782 SH   SOLE 157,782 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 1,809 760,000 SH   SOLE 760,000 0 0
BAIDU INC SPON ADR REP A 056752108 60,848 250,403 SH   SOLE 250,403 0 0
BAKER HUGHES A GE CO CL A 05722G100 55,616 1,683,800 SH   SOLE 1,683,800 0 0
BALL CORP COM 058498106 8,888 250,000 SH   SOLE 250,000 0 0
BALLANTYNE STRONG INC COM 058516105 2,328 480,000 SH   SOLE 480,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 2,406 350,663 SH   SOLE 350,663 0 0
BANCO DE CHILE SPONSORED ADR 059520106 3,215 34,586 SH   SOLE 34,586 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 13,127 417,657 SH   SOLE 417,657 0 0
BANK AMER CORP COM 060505104 356,152 12,634,000 SH   SOLE 12,634,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 32,313 599,167 SH   SOLE 599,167 0 0
BAOZUN INC SPONSORED ADR 06684L103 2,600 47,530 SH   SOLE 47,530 0 0
BAXTER INTL INC COM 071813109 2,215 30,000 SH   SOLE 30,000 0 0
BB&T CORP COM 054937107 13,266 263,000 SH   SOLE 263,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 1,278 103,406 SH   SOLE 103,406 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 3,136 280,000 SH   SOLE 280,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 8,850 600,000 SH   SOLE 600,000 0 0
BECTON DICKINSON & CO COM 075887109 23,806 99,374 SH   SOLE 99,374 0 0
BEIGENE LTD SPONSORED ADR 07725L102 2,842 18,487 SH   SOLE 18,487 0 0
BEL FUSE INC CL B 077347300 1,777 85,000 SH   SOLE 85,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 26,794 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 134,388 720,000 SH   SOLE 720,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,040 175,000 SH   SOLE 175,000 0 0
BIOGEN INC COM 09062X103 77,925 268,485 SH   SOLE 268,485 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 1 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 979 16,000 SH   SOLE 16,000 0 0
BLACKROCK INC COM 09247X101 52,150 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 51,472 1,600,000 SH   SOLE 1,600,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 981 110,000 SH   SOLE 110,000 0 0
BMC STK HLDGS INC COM 05591B109 730 35,000 SH   SOLE 35,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 2,948 253,700 SH   SOLE 253,700 0 0
BOEING CO COM 097023105 109,041 325,000 SH   SOLE 325,000 0 0
BORGWARNER INC COM 099724106 5,395 125,000 SH   SOLE 125,000 0 0
BOSTON PROPERTIES INC COM 101121101 22,450 179,000 SH   SOLE 179,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 16,023 490,000 SH   SOLE 490,000 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 4,723 225,000 SH   SOLE 225,000 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 3,467 303,500 SH   SOLE 303,500 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8,786 520,500 SH   SOLE 520,500 0 0
BRIGHTCOVE INC COM 10921T101 965 100,000 SH   SOLE 100,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 33,823 844,090 SH   SOLE 844,090 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 112,447 2,031,938 SH   SOLE 2,031,938 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 15,683 310,866 SH   SOLE 310,866 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,963 170,000 SH   SOLE 170,000 0 0
BROADCOM INC COM 11135F101 83,710 345,000 SH   SOLE 345,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,704 91,369 SH   SOLE 91,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 3,804 200,000 SH   SOLE 200,000 0 0
BRT APARTMENTS CORP COM 055645303 1,186 93,000 SH   SOLE 93,000 0 0
BSQUARE CORP COM NEW 11776U300 417 154,500 SH   SOLE 154,500 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 11,020 313,500 SH   SOLE 313,500 0 0
BURLINGTON STORES INC COM 122017106 22,580 150,000 SH   SOLE 150,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 3,739 60,000 SH   SOLE 60,000 0 0
CABOT CORP COM 127055101 4,942 80,000 SH   SOLE 80,000 0 0
CABOT OIL & GAS CORP COM 127097103 6,783 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,458 172,200 SH   SOLE 172,200 0 0
CAESARSTONE LTD ORD SHS M20598104 453 30,000 SH   SOLE 30,000 0 0
CALAVO GROWERS INC COM 128246105 32,691 340,000 SH   SOLE 340,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 974 25,000 SH   SOLE 25,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 2,187 24,000 SH   SOLE 24,000 0 0
CAMPBELL SOUP CO COM 134429109 8,108 200,000 SH   SOLE 200,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 5,768 230,900 SH   SOLE 230,900 0 0
CAPITAL ONE FINL CORP COM 14040H105 58,816 640,000 SH   SOLE 640,000 0 0
CAPITAL SR LIVING CORP COM 140475104 1,921 180,000 SH   SOLE 180,000 0 0
CARBON BLACK INC COM 14081R103 260 10,000 SH   SOLE 10,000 0 0
CARDINAL HEALTH INC COM 14149Y108 8,301 170,000 SH   SOLE 170,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 485 15,000 SH   SOLE 15,000 0 0
CARLISLE COS INC COM 142339100 31,410 290,000 SH   SOLE 290,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 65,333 1,140,000 SH   SOLE 1,140,000 0 0
CARTER INC COM 146229109 4,227 39,000 SH   SOLE 39,000 0 0
CASEYS GEN STORES INC COM 147528103 13,660 130,000 SH   SOLE 130,000 0 0
CATERPILLAR INC DEL COM 149123101 89,542 660,000 SH   SOLE 660,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 1,977 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 7,805 163,500 SH   SOLE 163,500 0 0
CBS CORP NEW CL B 124857202 154,043 2,740,000 SH   SOLE 2,740,000 0 0
CELCUITY INC COM 15102K100 1,489 60,000 SH   SOLE 60,000 0 0
CELGENE CORP COM 151020104 59,565 750,000 SH   SOLE 750,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 239 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 1,353 206,275 SH   SOLE 206,275 0 0
CENTENE CORP DEL COM 15135B101 1,916 15,550 SH   SOLE 15,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 3,630 131,000 SH   SOLE 131,000 0 0
CENTURY CMNTYS INC COM 156504300 938 29,745 SH   SOLE 29,745 0 0
CENTURYLINK INC COM 156700106 2,663 142,860 SH   SOLE 142,860 0 0
CERAGON NETWORKS LTD ORD M22013102 325 91,077 SH   SOLE 91,077 0 0
CERIDIAN HCM HLDG INC COM 15677J108 996 30,000 SH   SOLE 30,000 0 0
CERNER CORP COM 156782104 10,164 170,000 SH   SOLE 170,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,929 35,000 SH   SOLE 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 10,120 103,600 SH   SOLE 103,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 54,760 840,000 SH   SOLE 840,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 7,104 197,600 SH   SOLE 197,600 0 0
CHESAPEAKE ENERGY CORP COM 165167107 26,200 5,000,000 SH   SOLE 5,000,000 0 0
CHESAPEAKE ENERGY CORP NOTE 5.500% 9/1 165167CY1 76 75,000 SH   SOLE 75,000 0 0
CHEVRON CORP NEW COM 166764100 204,045 1,613,900 SH   SOLE 1,613,900 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 20,757 467,609 SH   SOLE 467,609 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,882 9,000 SH   SOLE 9,000 0 0
CHUBB LIMITED COM H1467J104 35,961 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 3,132 87,198 SH   SOLE 87,198 0 0
CHURCH & DWIGHT INC COM 171340102 38,541 725,000 SH   SOLE 725,000 0 0
CIENA CORP COM NEW 171779309 24,389 920,000 SH   SOLE 920,000 0 0
CIGNA CORPORATION COM 125509109 38,610 227,182 SH   SOLE 227,182 0 0
CIMAREX ENERGY CO COM 171798101 6,145 60,400 SH   SOLE 60,400 0 0
CINEMARK HOLDINGS INC COM 17243V102 9,822 280,000 SH   SOLE 280,000 0 0
CISCO SYS INC COM 17275R102 201,596 4,685,000 SH   SOLE 4,685,000 0 0
CITIGROUP INC COM NEW 172967424 206,181 3,081,000 SH   SOLE 3,081,000 0 0
CITIZENS FINL GROUP INC COM 174610105 9,336 240,000 SH   SOLE 240,000 0 0
CITRIX SYS INC COM 177376100 5,169 49,300 SH   SOLE 49,300 0 0
CITY OFFICE REIT INC COM 178587101 4,362 340,000 SH   SOLE 340,000 0 0
CLIPPER RLTY INC COM 18885T306 1,294 151,500 SH   SOLE 151,500 0 0
CLOROX CO DEL COM 189054109 6,357 47,000 SH   SOLE 47,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 12,277 270,000 SH   SOLE 270,000 0 0
CME GROUP INC COM CL A 12572Q105 29,506 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 11,276 238,500 SH   SOLE 238,500 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,778 100,000 SH   SOLE 100,000 0 0
COCA COLA CO COM 191216100 84,211 1,920,000 SH   SOLE 1,920,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 11,114 273,463 SH   SOLE 273,463 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 350 6,200 SH   SOLE 6,200 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 21,360 400,000 SH   SOLE 400,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,299 92,400 SH   SOLE 92,400 0 0
COHERENT INC COM 192479103 34,412 220,000 SH   SOLE 220,000 0 0
COLGATE PALMOLIVE CO COM 194162103 53,403 824,000 SH   SOLE 824,000 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 336 4,443 SH   SOLE 4,443 0 0
COLONY CAP INC NEW CL A COM 19626G108 5,279 845,885 SH   SOLE 845,885 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 1,101 48,500 SH   SOLE 48,500 0 0
COMCAST CORP NEW CL A 20030N101 149,286 4,550,000 SH   SOLE 4,550,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 892 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 9,066 303,500 SH   SOLE 303,500 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 6,551 480,612 SH   SOLE 480,612 0 0
COMSCORE INC COM 20564W105 31,828 1,460,000 SH   SOLE 1,460,000 0 0
CONAGRA BRANDS INC COM 205887102 16,152 452,045 SH   SOLE 452,045 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 673 40,000 SH   SOLE 40,000 0 0
CONOCOPHILLIPS COM 20825C104 97,962 1,407,100 SH   SOLE 1,407,100 0 0
CONSOLIDATED EDISON INC COM 209115104 4,523 58,000 SH   SOLE 58,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 43,774 200,000 SH   SOLE 200,000 0 0
CONTROL4 CORP COM 21240D107 21,879 900,000 SH   SOLE 900,000 0 0
COPA HOLDINGS SA CL A P31076105 1,004 10,606 SH   SOLE 10,606 0 0
CORE MARK HOLDING CO INC COM 218681104 14,982 660,000 SH   SOLE 660,000 0 0
CORNING INC COM 219350105 11,835 430,200 SH   SOLE 430,200 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 1,160 40,000 SH   SOLE 40,000 0 0
COSTAMARE INC SHS Y1771G102 245 30,700 SH   SOLE 30,700 0 0
COSTCO WHSL CORP NEW COM 22160K105 38,034 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 16,596 1,177,000 SH   SOLE 1,177,000 0 0
COUPA SOFTWARE INC COM 22266L106 2,048 32,900 SH   SOLE 32,900 0 0
COVANTA HLDG CORP COM 22282E102 660 40,000 SH   SOLE 40,000 0 0
CRAY INC COM NEW 225223304 34,440 1,400,000 SH   SOLE 1,400,000 0 0
CREDICORP LTD COM G2519Y108 28,212 125,317 SH   SOLE 125,317 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 3,715 117,000 SH   SOLE 117,000 0 0
CROCS INC COM 227046109 792 45,000 SH   SOLE 45,000 0 0
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CSX CORP COM 126408103 1,595 25,000 SH   SOLE 25,000 0 0
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D R HORTON INC COM 23331A109 4,490 109,500 SH   SOLE 109,500 0 0
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DANAHER CORP DEL COM 235851102 15,789 160,000 SH   SOLE 160,000 0 0
DARDEN RESTAURANTS INC COM 237194105 6,424 60,000 SH   SOLE 60,000 0 0
DASEKE INC COM 23753F107 6,455 650,000 SH   SOLE 650,000 0 0
DATAWATCH CORP COM NEW 237917208 2,565 270,000 SH   SOLE 270,000 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 4,932 124,700 SH   SOLE 124,700 0 0
DDR CORP COM 23317H854 4,117 229,999 SH   SOLE 229,999 0 0
DEERE & CO COM 244199105 36,348 260,000 SH   SOLE 260,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 9,791 115,761 SH   SOLE 115,761 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 1,546 34,000 SH   SOLE 34,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 48,797 985,000 SH   SOLE 985,000 0 0
DENBURY RES INC COM NEW 247916208 1,443 300,000 SH   SOLE 300,000 0 0
DENTSPLY SIRONA INC COM 24906P109 5,034 115,000 SH   SOLE 115,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 55,829 1,270,000 SH   SOLE 1,270,000 0 0
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DIANA SHIPPING INC COM Y2066G104 186 38,700 SH   SOLE 38,700 0 0
DIGI INTL INC COM 253798102 1,914 145,000 SH   SOLE 145,000 0 0
DIGITAL RLTY TR INC COM 253868103 1,116 10,000 SH   SOLE 10,000 0 0
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DISCOVERY INC COM SER C 25470F302 9,180 360,000 SH   SOLE 360,000 0 0
DISH NETWORK CORP CL A 25470M109 42,013 1,250,000 SH   SOLE 1,250,000 0 0
DISNEY WALT CO COM DISNEY 254687106 197,043 1,880,000 SH   SOLE 1,880,000 0 0
DOLLAR GEN CORP NEW COM 256677105 15,973 162,000 SH   SOLE 162,000 0 0
DOLLAR TREE INC COM 256746108 10,285 121,000 SH   SOLE 121,000 0 0
DOMINION ENERGY INC COM 25746U109 39,885 585,000 SH   SOLE 585,000 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 1,134 83,400 SH   SOLE 83,400 0 0
DOUGLAS EMMETT INC COM 25960P109 6,208 154,500 SH   SOLE 154,500 0 0
DOVER MOTORSPORTS INC COM 260174107 529 235,000 SH   SOLE 235,000 0 0
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DR REDDYS LABS LTD ADR 256135203 1,063 33,000 SH   SOLE 33,000 0 0
DROPBOX INC CL A 26210C104 3,567 110,000 SH   SOLE 110,000 0 0
DTE ENERGY CO COM 233331107 5,700 55,000 SH   SOLE 55,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 21,431 271,000 SH   SOLE 271,000 0 0
DUKE REALTY CORP COM NEW 264411505 2,141 73,750 SH   SOLE 73,750 0 0
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DXC TECHNOLOGY CO COM 23355L106 9,225 114,442 SH   SOLE 114,442 0 0
EAST WEST BANCORP INC COM 27579R104 6,520 100,000 SH   SOLE 100,000 0 0
EASTMAN CHEM CO COM 277432100 500 5,000 SH   SOLE 5,000 0 0
EATON CORP PLC SHS G29183103 5,979 80,000 SH   SOLE 80,000 0 0
EBAY INC COM 278642103 38,436 1,060,000 SH   SOLE 1,060,000 0 0
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ECOLAB INC COM 278865100 29,469 210,000 SH   SOLE 210,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 1,712 83,300 SH   SOLE 83,300 0 0
EDISON INTL COM 281020107 10,440 165,000 SH   SOLE 165,000 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 2,532 61,000 SH   SOLE 61,000 0 0
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ELECTRONIC ARTS INC COM 285512109 18,770 133,099 SH   SOLE 133,099 0 0
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EMERSON ELEC CO COM 291011104 6,568 95,000 SH   SOLE 95,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,984 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 7,239 423,100 SH   SOLE 423,100 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 1,944 177,900 SH   SOLE 177,900 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 1,878 213,095 SH   SOLE 213,095 0 0
ENEL CHILE S A SPONSORED ADR 29278D105 86 17,600 SH   SOLE 17,600 0 0
ENERGEN CORP COM 29265N108 3,277 45,000 SH   SOLE 45,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,826 29,000 SH   SOLE 29,000 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 31,040 1,630,250 SH   SOLE 1,630,250 0 0
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ENTERGY CORP NEW COM 29364G103 8,782 108,700 SH   SOLE 108,700 0 0
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EOG RES INC COM 26875P101 32,352 260,000 SH   SOLE 260,000 0 0
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EQT CORP COM 26884L109 5,518 100,000 SH   SOLE 100,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 8,327 161,400 SH   SOLE 161,400 0 0
EQUINIX INC COM PAR $0.001 29444U700 25,888 60,220 SH   SOLE 60,220 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 6,931 220,000 SH   SOLE 220,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 7,168 78,000 SH   SOLE 78,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,914 61,450 SH   SOLE 61,450 0 0
EROS INTL PLC SHS NEW G3788M114 30,290 2,329,990 SH   SOLE 2,329,990 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 1,445 36,875 SH   SOLE 36,875 0 0
ESSEX PPTY TR INC COM 297178105 34,178 142,961 SH   SOLE 142,961 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 22,140 300,000 SH   SOLE 300,000 0 0
EVEREST RE GROUP LTD COM G3223R108 16,134 70,000 SH   SOLE 70,000 0 0
EVERGY INC COM 30034W106 3,358 59,810 SH   SOLE 59,810 0 0
EVERSOURCE ENERGY COM 30040W108 6,154 105,000 SH   SOLE 105,000 0 0
EVO PMTS INC CL A COM 26927E104 617 30,000 SH   SOLE 30,000 0 0
EXELON CORP COM 30161N101 19,724 463,000 SH   SOLE 463,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 12,019 100,000 SH   SOLE 100,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 55,205 715,000 SH   SOLE 715,000 0 0
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EXXON MOBIL CORP COM 30231G102 367,776 4,445,500 SH   SOLE 4,445,500 0 0
F M C CORP COM NEW 302491303 1,695 19,000 SH   SOLE 19,000 0 0
FACEBOOK INC CL A 30303M102 573,244 2,950,000 SH   SOLE 2,950,000 0 0
FANG HLDGS LTD ADR 30711Y102 171 43,956 SH   SOLE 43,956 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 11,491 90,800 SH   SOLE 90,800 0 0
FEDEX CORP COM 31428X106 62,442 275,000 SH   SOLE 275,000 0 0
FIBROGEN INC COM 31572Q808 1,105 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,756 148,600 SH   SOLE 148,600 0 0
FIFTH THIRD BANCORP COM 316773100 14,350 500,000 SH   SOLE 500,000 0 0
FINANCIAL ENGINES INC COM 317485100 3,371 75,087 SH   SOLE 75,087 0 0
FINISAR CORP COM NEW 31787A507 31,860 1,770,000 SH   SOLE 1,770,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 10,465 500,000 SH   SOLE 500,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 26,133 270,000 SH   SOLE 270,000 0 0
FIRSTENERGY CORP COM 337932107 12,209 340,000 SH   SOLE 340,000 0 0
FIVE BELOW INC COM 33829M101 18,223 186,500 SH   SOLE 186,500 0 0
FLEX LTD ORD Y2573F102 5,715 405,057 SH   SOLE 405,057 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 3,108 63,000 SH   SOLE 63,000 0 0
FLOWERS FOODS INC COM 343498101 2,161 103,750 SH   SOLE 103,750 0 0
FLOWSERVE CORP COM 34354P105 2,828 70,000 SH   SOLE 70,000 0 0
FLUOR CORP NEW COM 343412102 25,366 520,000 SH   SOLE 520,000 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 747 59,500 SH   SOLE 59,500 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 13,491 153,681 SH   SOLE 153,681 0 0
FOOT LOCKER INC COM 344849104 2,790 53,000 SH   SOLE 53,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 19,926 1,800,000 SH   SOLE 1,800,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 13,617 596,980 SH   SOLE 596,980 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 3,480 141,274 SH   SOLE 141,274 0 0
FREEPORT-MCMORAN INC CL B 35671D857 27,185 1,575,000 SH   SOLE 1,575,000 0 0
FRESHPET INC COM 358039105 5,765 210,000 SH   SOLE 210,000 0 0
GARTNER INC COM 366651107 4,625 34,800 SH   SOLE 34,800 0 0
GASLOG LTD SHS G37585109 254 13,300 SH   SOLE 13,300 0 0
GAZIT GLOBE LTD SHS M4793C102 3,379 362,500 SH   SOLE 362,500 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 7,557 188,521 SH   SOLE 188,521 0 0
GENERAL DYNAMICS CORP COM 369550108 80,156 430,000 SH   SOLE 430,000 0 0
GENERAL ELECTRIC CO COM 369604103 98,332 7,225,000 SH   SOLE 7,225,000 0 0
GENERAL MLS INC COM 370334104 13,354 301,720 SH   SOLE 301,720 0 0
GENERAL MTRS CO COM 37045V100 67,059 1,702,000 SH   SOLE 1,702,000 0 0
GENESEE & WYO INC CL A 371559105 1,626 20,000 SH   SOLE 20,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 5,454 248,926 SH   SOLE 248,926 0 0
GENPACT LIMITED SHS G3922B107 5,524 190,929 SH   SOLE 190,929 0 0
GENUINE PARTS CO COM 372460105 29,373 320,000 SH   SOLE 320,000 0 0
GENWORTH FINL INC COM CL A 37247D106 15,300 3,400,000 SH   SOLE 3,400,000 0 0
GERON CORP COM 374163103 2,984 870,000 SH   SOLE 870,000 0 0
GGP INC COM 36174X101 21,259 1,040,575 SH   SOLE 1,040,575 0 0
G-III APPAREL GROUP LTD COM 36237H101 8,503 191,500 SH   SOLE 191,500 0 0
GILEAD SCIENCES INC COM 375558103 101,655 1,435,000 SH   SOLE 1,435,000 0 0
GLADSTONE LD CORP COM 376549101 3,674 290,000 SH   SOLE 290,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 3,792 428,000 SH   SOLE 428,000 0 0
GLOBAL PMTS INC COM 37940X102 10,190 91,400 SH   SOLE 91,400 0 0
GLOBANT S A COM L44385109 4,504 79,301 SH   SOLE 79,301 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 1,776 114,900 SH   SOLE 114,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 97,603 442,500 SH   SOLE 442,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 5,823 250,000 SH   SOLE 250,000 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 1,487 16,000 SH   SOLE 16,000 0 0
GRAMERCY PPTY TR COM NEW 385002308 301 11,000 SH   SOLE 11,000 0 0
GRANITE CONSTR INC COM 387328107 14,750 265,000 SH   SOLE 265,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 726 50,000 SH   SOLE 50,000 0 0
GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 4,920 286,895 SH   SOLE 286,895 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 2,072 114,493 SH   SOLE 114,493 0 0
GREIF INC CL B 397624206 3,571 62,000 SH   SOLE 62,000 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 4,928 149,408 SH   SOLE 149,408 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 2,645 139,600 SH   SOLE 139,600 0 0
GSV CAP CORP COM 36191J101 10,976 1,600,000 SH   SOLE 1,600,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 80,460 2,700,000 SH   SOLE 2,700,000 0 0
HALLIBURTON CO COM 406216101 20,336 451,300 SH   SOLE 451,300 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,302 255,000 SH   SOLE 255,000 0 0
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HARLEY DAVIDSON INC COM 412822108 8,416 200,000 SH   SOLE 200,000 0 0
HARRIS CORP DEL COM 413875105 5,059 35,000 SH   SOLE 35,000 0 0
HARSCO CORP COM 415864107 22,100 1,000,000 SH   SOLE 1,000,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,794 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 16,616 180,000 SH   SOLE 180,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 10,785 300,000 SH   SOLE 300,000 0 0
HCP INC COM 40414L109 4,518 175,000 SH   SOLE 175,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 26,806 625,000 SH   SOLE 625,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 78,082 743,495 SH   SOLE 743,495 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 7,535 279,500 SH   SOLE 279,500 0 0
HECLA MNG CO COM 422704106 32,016 9,200,000 SH   SOLE 9,200,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,333 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 5,993 94,000 SH   SOLE 94,000 0 0
HESS CORP COM 42809H107 7,485 111,900 SH   SOLE 111,900 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 7,362 373,700 SH   SOLE 373,700 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 13,880 950,000 SH   SOLE 950,000 0 0
HEXCEL CORP NEW COM 428291108 3,651 55,000 SH   SOLE 55,000 0 0
HFF INC CL A 40418F108 1,443 42,000 SH   SOLE 42,000 0 0
HIGHWOODS PPTYS INC COM 431284108 2,004 39,500 SH   SOLE 39,500 0 0
HILTON GRAND VACATIONS INC COM 43283X105 3,889 112,100 SH   SOLE 112,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 27,735 350,366 SH   SOLE 350,366 0 0
HOLLYFRONTIER CORP COM 436106108 5,666 82,800 SH   SOLE 82,800 0 0
HOLOGIC INC COM 436440101 4,818 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 282,017 1,445,500 SH   SOLE 1,445,500 0 0
HONEYWELL INTL INC COM 438516106 54,019 375,000 SH   SOLE 375,000 0 0
HORTONWORKS INC COM 440894103 7,470 410,000 SH   SOLE 410,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,541 215,500 SH   SOLE 215,500 0 0
HOWARD HUGHES CORP COM 44267D107 30,702 231,704 SH   SOLE 231,704 0 0
HP INC COM 40434L105 26,629 1,173,600 SH   SOLE 1,173,600 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 1,533 36,510 SH   SOLE 36,510 0 0
HUDSON LTD COM CL A G46408103 1,049 60,000 SH   SOLE 60,000 0 0
HUDSON PAC PPTYS INC COM 444097109 16,139 455,500 SH   SOLE 455,500 0 0
HUMANA INC COM 444859102 25,299 85,000 SH   SOLE 85,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 52,463 242,000 SH   SOLE 242,000 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 2,651 87,945 SH   SOLE 87,945 0 0
IAC INTERACTIVECORP COM 44919P508 10,674 70,000 SH   SOLE 70,000 0 0
ICICI BK LTD ADR 45104G104 15,287 1,903,679 SH   SOLE 1,903,679 0 0
IDACORP INC COM 451107106 922 10,000 SH   SOLE 10,000 0 0
ILG INC COM 44967H101 4,624 140,000 SH   SOLE 140,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 16,625 120,000 SH   SOLE 120,000 0 0
ILLUMINA INC COM 452327109 50,272 180,000 SH   SOLE 180,000 0 0
INCYTE CORP COM 45337C102 8,375 125,000 SH   SOLE 125,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 9,878 958,100 SH   SOLE 958,100 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 3,889 174,000 SH   SOLE 174,000 0 0
INFINERA CORPORATION COM 45667G103 4,965 500,000 SH   SOLE 500,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 33,030 1,699,970 SH   SOLE 1,699,970 0 0
INGERSOLL-RAND PLC SHS G47791101 7,627 85,000 SH   SOLE 85,000 0 0
INGEVITY CORP COM 45688C107 1,213 15,000 SH   SOLE 15,000 0 0
INGREDION INC COM 457187102 22,140 200,000 SH   SOLE 200,000 0 0
INTEGER HLDGS CORP COM 45826H109 7,758 120,000 SH   SOLE 120,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 8,448 265,000 SH   SOLE 265,000 0 0
INTEL CORP COM 458140100 128,451 2,584,000 SH   SOLE 2,584,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,987 95,000 SH   SOLE 95,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 101,813 728,800 SH   SOLE 728,800 0 0
INTERXION HOLDING N.V SHS N47279109 5,669 90,830 SH   SOLE 90,830 0 0
INTL PAPER CO COM 460146103 12,239 235,000 SH   SOLE 235,000 0 0
INTUIT COM 461202103 21,758 106,500 SH   SOLE 106,500 0 0
INVITATION HOMES INC COM 46187W107 26,017 1,128,192 SH   SOLE 1,128,192 0 0
IONIS PHARMACEUTICALS INC COM 462222100 4,167 100,000 SH   SOLE 100,000 0 0
IQIYI INC SPONSORED ADS 46267X108 1,712 52,991 SH   SOLE 52,991 0 0
IQVIA HLDGS INC COM 46266C105 1,917 19,200 SH   SOLE 19,200 0 0
IRON MTN INC NEW COM 46284V101 1,225 35,000 SH   SOLE 35,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 72,120 6,000,000 SH   SOLE 6,000,000 0 0
ISHARES INC CORE MSCI EMKT 46434G103 15,316 291,671 SH   SOLE 291,671 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 264,288 7,341,346 SH   SOLE 7,341,346 0 0
ISHARES INC MSCI RUSSIA ETF 46434G798 30,478 901,182 SH   SOLE 901,182 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 4,811 111,041 SH   SOLE 111,041 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,480 17,400 SH   SOLE 17,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598 207,189 6,223,756 SH   SOLE 6,223,756 0 0
ISHARES TR CORE MSCI EAFE 46432F842 76,074 1,200,471 SH   SOLE 1,200,471 0 0
ISHARES TR CORE MSCI EURO 46434V738 77,470 1,628,205 SH   SOLE 1,628,205 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 15,972 1,538,776 SH   SOLE 1,538,776 0 0
JABIL INC COM 466313103 5,532 200,000 SH   SOLE 200,000 0 0
JACK IN THE BOX INC COM 466367109 17,625 207,061 SH   SOLE 207,061 0 0
JAKKS PAC INC COM 47012E106 491 150,000 SH   SOLE 150,000 0 0
JBG SMITH PPTYS COM 46590V100 1,453 39,850 SH   SOLE 39,850 0 0
JD COM INC SPON ADR CL A 47215P106 24,670 633,390 SH   SOLE 633,390 0 0
JERNIGAN CAP INC COM 476405105 2,897 152,000 SH   SOLE 152,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 13,001 685,000 SH   SOLE 685,000 0 0
JOHNSON & JOHNSON COM 478160104 356,133 2,935,000 SH   SOLE 2,935,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 32,614 975,000 SH   SOLE 975,000 0 0
JPMORGAN CHASE & CO COM 46625H100 444,205 4,263,000 SH   SOLE 4,263,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 52,450 495,000 SH   SOLE 495,000 0 0
KAR AUCTION SVCS INC COM 48238T109 2,729 49,800 SH   SOLE 49,800 0 0
KBR INC COM 48242W106 41,754 2,330,000 SH   SOLE 2,330,000 0 0
KELLOGG CO COM 487836108 9,083 130,000 SH   SOLE 130,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 1,311 62,000 SH   SOLE 62,000 0 0
KEYCORP NEW COM 493267108 42,949 2,198,000 SH   SOLE 2,198,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,755 97,500 SH   SOLE 97,500 0 0
KILROY RLTY CORP COM 49427F108 11,346 150,000 SH   SOLE 150,000 0 0
KIMBERLY CLARK CORP COM 494368103 42,979 408,000 SH   SOLE 408,000 0 0
KIMCO RLTY CORP COM 49446R109 8,554 503,500 SH   SOLE 503,500 0 0
KINDER MORGAN INC DEL COM 49456B101 72,447 4,100,000 SH   SOLE 4,100,000 0 0
KLA-TENCOR CORP COM 482480100 11,996 117,000 SH   SOLE 117,000 0 0
KLX INC COM 482539103 13,481 187,500 SH   SOLE 187,500 0 0
KOPPERS HOLDINGS INC COM 50060P106 36,816 960,000 SH   SOLE 960,000 0 0
KORN FERRY INTL COM NEW 500643200 3,443 55,600 SH   SOLE 55,600 0 0
KRAFT HEINZ CO COM 500754106 16,295 259,387 SH   SOLE 259,387 0 0
KROGER CO COM 501044101 13,201 464,000 SH   SOLE 464,000 0 0
L BRANDS INC COM 501797104 16,227 440,000 SH   SOLE 440,000 0 0
L3 TECHNOLOGIES INC COM 502413107 67,312 350,000 SH   SOLE 350,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,924 33,000 SH   SOLE 33,000 0 0
LADDER CAP CORP CL A 505743104 2,374 152,000 SH   SOLE 152,000 0 0
LAM RESEARCH CORP COM 512807108 43,213 250,000 SH   SOLE 250,000 0 0
LAMB WESTON HLDGS INC COM 513272104 3,825 55,833 SH   SOLE 55,833 0 0
LAUDER ESTEE COS INC CL A 518439104 20,119 141,000 SH   SOLE 141,000 0 0
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LCI INDS COM 50189K103 23,439 260,000 SH   SOLE 260,000 0 0
LEGG MASON INC COM 524901105 44,454 1,280,000 SH   SOLE 1,280,000 0 0
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LENNAR CORP CL B 526057302 8,171 191,400 SH   SOLE 191,400 0 0
LGI HOMES INC COM 50187T106 13,567 235,000 SH   SOLE 235,000 0 0
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LIFEPOINT HEALTH INC COM 53219L109 1,765 36,164 SH   SOLE 36,164 0 0
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LILLY ELI & CO COM 532457108 173,433 2,032,496 SH   SOLE 2,032,496 0 0
LIMBACH HLDGS INC COM 53263P105 7,612 644,000 SH   SOLE 644,000 0 0
LIMONEIRA CO COM 532746104 5,562 226,000 SH   SOLE 226,000 0 0
LINCOLN NATL CORP IND COM 534187109 73,393 1,179,000 SH   SOLE 1,179,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 3,971 160,000 SH   SOLE 160,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 12,200 520,000 SH   SOLE 520,000 0 0
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LKQ CORP COM 501889208 7,114 223,000 SH   SOLE 223,000 0 0
LOCKHEED MARTIN CORP COM 539830109 78,289 265,000 SH   SOLE 265,000 0 0
LOGMEIN INC COM 54142L109 1,322 12,802 SH   SOLE 12,802 0 0
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LOWES COS INC COM 548661107 3,823 40,000 SH   SOLE 40,000 0 0
LULULEMON ATHLETICA INC COM 550021109 6,617 53,000 SH   SOLE 53,000 0 0
LUMENTUM HLDGS INC COM 55024U109 19,107 330,000 SH   SOLE 330,000 0 0
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MACK CALI RLTY CORP COM 554489104 1,318 65,000 SH   SOLE 65,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 21,197 920,000 SH   SOLE 920,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 17,513 415,000 SH   SOLE 415,000 0 0
MACYS INC COM 55616P104 543 14,500 SH   SOLE 14,500 0 0
MADDEN STEVEN LTD COM 556269108 3,027 57,000 SH   SOLE 57,000 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 35,404 512,500 SH   SOLE 512,500 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 11,942 640,000 SH   SOLE 640,000 0 0
MANPOWERGROUP INC COM 56418H100 4,398 51,100 SH   SOLE 51,100 0 0
MARATHON OIL CORP COM 565849106 9,952 477,100 SH   SOLE 477,100 0 0
MARATHON PETE CORP COM 56585A102 45,555 649,300 SH   SOLE 649,300 0 0
MARRIOTT INTL INC NEW CL A 571903202 12,090 95,500 SH   SOLE 95,500 0 0
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MARSH & MCLENNAN COS INC COM 571748102 34,509 421,000 SH   SOLE 421,000 0 0
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MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,218 290,000 SH   SOLE 290,000 0 0
MASTEC INC COM 576323109 24,361 480,000 SH   SOLE 480,000 0 0
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MCCORMICK & CO INC COM NON VTG 579780206 10,448 90,000 SH   SOLE 90,000 0 0
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MCDONALDS CORP COM 580135101 115,624 737,913 SH   SOLE 737,913 0 0
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MEDTRONIC PLC SHS G5960L103 87,646 1,023,780 SH   SOLE 1,023,780 0 0
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MERCK & CO INC COM 58933Y105 240,979 3,970,000 SH   SOLE 3,970,000 0 0
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MERITAGE HOMES CORP COM 59001A102 791 18,000 SH   SOLE 18,000 0 0
METLIFE INC COM 59156R108 69,106 1,585,000 SH   SOLE 1,585,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 3,229 106,000 SH   SOLE 106,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 29,030 1,000,000 SH   SOLE 1,000,000 0 0
MICHAELS COS INC COM 59408Q106 1,629 85,000 SH   SOLE 85,000 0 0
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 1,423 82,395 SH   SOLE 82,395 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 51,387 565,000 SH   SOLE 565,000 0 0
MICRON TECHNOLOGY INC COM 595112103 67,910 1,295,000 SH   SOLE 1,295,000 0 0
MICROSOFT CORP COM 594918104 840,246 8,520,900 SH   SOLE 8,520,900 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,469 11,500 SH   SOLE 11,500 0 0
MID AMER APT CMNTYS INC COM 59522J103 11,310 112,350 SH   SOLE 112,350 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 8,279 937,566 SH   SOLE 937,566 0 0
MOHAWK INDS INC COM 608190104 14,838 69,250 SH   SOLE 69,250 0 0
MOLSON COORS BREWING CO CL B 60871R209 40,824 600,000 SH   SOLE 600,000 0 0
MOMO INC ADR 60879B107 3,839 88,260 SH   SOLE 88,260 0 0
MONDELEZ INTL INC CL A 609207105 73,110 1,783,163 SH   SOLE 1,783,163 0 0
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MONSTER BEVERAGE CORP NEW COM 61174X109 22,920 400,000 SH   SOLE 400,000 0 0
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MPLX LP COM UNIT REP LTD 55336V100 27,793 814,100 SH   SOLE 814,100 0 0
MSCI INC COM 55354G100 6,898 41,700 SH   SOLE 41,700 0 0
MSG NETWORK INC CL A 553573106 16,454 687,000 SH   SOLE 687,000 0 0
MURPHY OIL CORP COM 626717102 2,999 88,800 SH   SOLE 88,800 0 0
MYLAN N V SHS EURO N59465109 10,056 278,255 SH   SOLE 278,255 0 0
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NATIONAL CINEMEDIA INC COM 635309107 16,800 2,000,000 SH   SOLE 2,000,000 0 0
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NATIONAL INSTRS CORP COM 636518102 3,892 92,700 SH   SOLE 92,700 0 0
NATIONAL OILWELL VARCO INC COM 637071101 9,114 210,000 SH   SOLE 210,000 0 0
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NETAPP INC COM 64110D104 24,737 315,000 SH   SOLE 315,000 0 0
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NETFLIX INC COM 64110L106 43,057 110,000 SH   SOLE 110,000 0 0
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NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 18,350 193,847 SH   SOLE 193,847 0 0
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NEW SR INVT GROUP INC COM 648691103 1,703 225,000 SH   SOLE 225,000 0 0
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NEWELL BRANDS INC COM 651229106 27,357 1,060,763 SH   SOLE 1,060,763 0 0
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NEWS CORP NEW CL A 65249B109 3,488 225,000 SH   SOLE 225,000 0 0
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NIKE INC CL B 654106103 25,617 321,500 SH   SOLE 321,500 0 0
NISOURCE INC COM 65473P105 4,073 155,000 SH   SOLE 155,000 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 393 7,542 SH   SOLE 7,542 0 0
NOBLE CORP PLC SHS USD G65431101 1,836 290,000 SH   SOLE 290,000 0 0
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NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 4,233 82,900 SH   SOLE 82,900 0 0
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NRG ENERGY INC COM NEW 629377508 30,700 1,000,000 SH   SOLE 1,000,000 0 0
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NVE CORP COM NEW 629445206 2,436 20,000 SH   SOLE 20,000 0 0
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NXP SEMICONDUCTORS N V COM N6596X109 44,637 408,500 SH   SOLE 408,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 8,959 32,750 SH   SOLE 32,750 0 0
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OCEANEERING INTL INC COM 675232102 13,010 511,000 SH   SOLE 511,000 0 0
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OCLARO INC COM NEW 67555N206 14,288 1,600,000 SH   SOLE 1,600,000 0 0
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OKTA INC CL A 679295105 6,107 121,250 SH   SOLE 121,250 0 0
OLD DOMINION FGHT LINES INC COM 679580100 2,979 20,000 SH   SOLE 20,000 0 0
OLIN CORP COM PAR $1 680665205 6,175 215,000 SH   SOLE 215,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 9,099 125,500 SH   SOLE 125,500 0 0
OMNICOM GROUP INC COM 681919106 10,678 140,000 SH   SOLE 140,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 42,247 1,900,000 SH   SOLE 1,900,000 0 0
ONEOK INC NEW COM 682680103 69,782 999,300 SH   SOLE 999,300 0 0
OPTINOSE INC COM 68404V100 2,531 90,474 SH   SOLE 90,474 0 0
ORACLE CORP COM 68389X105 75,158 1,705,800 SH   SOLE 1,705,800 0 0
OSI SYSTEMS INC COM 671044105 31,095 402,100 SH   SOLE 402,100 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 8,755 336,612 SH   SOLE 336,612 0 0
PACCAR INC COM 693718108 10,533 170,000 SH   SOLE 170,000 0 0
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PAMPA ENERGIA S A SPONS ADR LVL I 697660207 334 9,350 SH   SOLE 9,350 0 0
PARK HOTELS RESORTS INC COM 700517105 8,623 281,520 SH   SOLE 281,520 0 0
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PETIQ INC COM CL A 71639T106 25,248 940,000 SH   SOLE 940,000 0 0
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PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 24,706 1,045,100 SH   SOLE 1,045,100 0 0
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QUALCOMM INC COM 747525103 43,493 775,000 SH   SOLE 775,000 0 0
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QUEST DIAGNOSTICS INC COM 74834L100 1,649 15,000 SH   SOLE 15,000 0 0
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RH COM 74967X103 4,610 33,000 SH   SOLE 33,000 0 0
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SEQUENTIAL BRNDS GROUP INC N COM 81734P107 3,361 1,706,200 SH   SOLE 1,706,200 0 0
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SMUCKER J M CO COM NEW 832696405 6,938 64,556 SH   SOLE 64,556 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 975 20,300 SH   SOLE 20,300 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 4,057 47,557 SH   SOLE 47,557 0 0
SOGOU INC ADR REPSTG A 83409V104 1,894 165,657 SH   SOLE 165,657 0 0
SONOCO PRODS CO COM 835495102 263 5,000 SH   SOLE 5,000 0 0
SOUTH JERSEY INDS INC COM 838518108 837 25,000 SH   SOLE 25,000 0 0
SOUTHERN CO COM 842587107 14,727 318,000 SH   SOLE 318,000 0 0
SOUTHERN COPPER CORP COM 84265V105 2,224 47,460 SH   SOLE 47,460 0 0
SOUTHWEST AIRLS CO COM 844741108 108,222 2,127,000 SH   SOLE 2,127,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 38,531 7,270,000 SH   SOLE 7,270,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 73,195 616,900 SH   SOLE 616,900 0 0
SPECTRA ENERGY PARTNERS LP COM 84756N109 6,758 190,800 SH   SOLE 190,800 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 28,522 332,000 SH   SOLE 332,000 0 0
SPIRIT AIRLS INC COM 848577102 12,177 335,000 SH   SOLE 335,000 0 0
SPIRIT MTA REIT COM SHS BEN IN 84861U105 339 33,000 SH   SOLE 33,000 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 2,649 330,000 SH   SOLE 330,000 0 0
SQUARE INC CL A 852234103 2,262 36,700 SH   SOLE 36,700 0 0
STAG INDL INC COM 85254J102 12,689 466,000 SH   SOLE 466,000 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 145 11,280 SH   SOLE 11,280 0 0
STARBUCKS CORP COM 855244109 35,172 720,000 SH   SOLE 720,000 0 0
STARWOOD PPTY TR INC COM 85571B105 10,312 475,000 SH   SOLE 475,000 0 0
STATE STR CORP COM 857477103 26,065 280,000 SH   SOLE 280,000 0 0
STEEL DYNAMICS INC COM 858119100 230 5,000 SH   SOLE 5,000 0 0
STEELCASE INC CL A 858155203 905 67,000 SH   SOLE 67,000 0 0
STERICYCLE INC COM 858912108 5,876 90,000 SH   SOLE 90,000 0 0
STIFEL FINL CORP COM 860630102 18,810 360,000 SH   SOLE 360,000 0 0
STRYKER CORP COM 863667101 7,599 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 746 537,000 SH   SOLE 537,000 0 0
SUMMIT HOTEL PPTYS INC COM 866082100 2,919 204,000 SH   SOLE 204,000 0 0
SUMMIT MATLS INC CL A 86614U100 532 20,280 SH   SOLE 20,280 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 2,559 166,200 SH   SOLE 166,200 0 0
SUN CMNTYS INC COM 866674104 24,499 250,300 SH   SOLE 250,300 0 0
SUNOCO LP COM U REP LP 86765K109 2,703 108,300 SH   SOLE 108,300 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,755 105,584 SH   SOLE 105,584 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,461 150,000 SH   SOLE 150,000 0 0
SUTHERLAND ASSET MGMT CORP M COM 86933G105 2,259 139,000 SH   SOLE 139,000 0 0
SVB FINL GROUP COM 78486Q101 83,452 289,000 SH   SOLE 289,000 0 0
SYMANTEC CORP COM 871503108 2,478 120,000 SH   SOLE 120,000 0 0
SYNCHRONY FINL COM 87165B103 45,886 1,374,648 SH   SOLE 1,374,648 0 0
SYNOPSYS INC COM 871607107 38,233 446,800 SH   SOLE 446,800 0 0
SYSCO CORP COM 871829107 22,741 333,000 SH   SOLE 333,000 0 0
T MOBILE US INC COM 872590104 41,825 700,000 SH   SOLE 700,000 0 0
TAILORED BRANDS INC COM 87403A107 1,659 65,000 SH   SOLE 65,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 146,458 4,005,966 SH   SOLE 4,005,966 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,918 50,000 SH   SOLE 50,000 0 0
TAL ED GROUP SPONSORED ADS 874080104 6,967 189,296 SH   SOLE 189,296 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 5,734 132,400 SH   SOLE 132,400 0 0
TAPESTRY INC COM 876030107 4,671 100,000 SH   SOLE 100,000 0 0
TARGET CORP COM 87612E106 27,013 354,880 SH   SOLE 354,880 0 0
TASEKO MINES LTD COM 876511106 71 65,362 SH   SOLE 65,362 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,538 129,800 SH   SOLE 129,800 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 2,989 115,200 SH   SOLE 115,200 0 0
TCG BDC INC COM 872280102 11,063 650,000 SH   SOLE 650,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 14,482 160,800 SH   SOLE 160,800 0 0
TELADOC INC COM 87918A105 2,612 45,000 SH   SOLE 45,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 11,134 937,995 SH   SOLE 937,995 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 8,812 262,500 SH   SOLE 262,500 0 0
TERADYNE INC COM 880770102 12,182 320,000 SH   SOLE 320,000 0 0
TERNIUM SA SPON ADR 880890108 1,414 40,612 SH   SOLE 40,612 0 0
TERRENO RLTY CORP COM 88146M101 6,780 180,000 SH   SOLE 180,000 0 0
TESARO INC COM 881569107 9,339 210,000 SH   SOLE 210,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 10,701 440,000 SH   SOLE 440,000 0 0
TEXAS INSTRS INC COM 882508104 62,071 563,000 SH   SOLE 563,000 0 0
TEXTRON INC COM 883203101 21,750 330,000 SH   SOLE 330,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 6,021 265,459 SH   SOLE 265,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 19,678 95,000 SH   SOLE 95,000 0 0
THERMON GROUP HLDGS INC COM 88362T103 1,144 50,000 SH   SOLE 50,000 0 0
THOR INDS INC COM 885160101 60,382 620,000 SH   SOLE 620,000 0 0
TIER REIT INC COM NEW 88650V208 2,937 123,500 SH   SOLE 123,500 0 0
TIFFANY & CO NEW COM 886547108 38,666 293,817 SH   SOLE 293,817 0 0
TITAN INTL INC ILL COM 88830M102 8,584 800,000 SH   SOLE 800,000 0 0
TJX COS INC NEW COM 872540109 22,558 237,000 SH   SOLE 237,000 0 0
TOLL BROTHERS INC COM 889478103 26,346 712,250 SH   SOLE 712,250 0 0
TOOTSIE ROLL INDS INC COM 890516107 2,915 94,493 SH   SOLE 94,493 0 0
TOTAL SYS SVCS INC COM 891906109 5,570 65,900 SH   SOLE 65,900 0 0
TPG SPECIALTY LENDING INC COM 87265K102 77,142 4,300,000 SH   SOLE 4,300,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,726 5,000 SH   SOLE 5,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,555 115,700 SH   SOLE 115,700 0 0
TRAVELCENTERS AMER LLC COM 894174101 4,550 1,300,000 SH   SOLE 1,300,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 19,158 156,595 SH   SOLE 156,595 0 0
TRI POINTE GROUP INC COM 87265H109 769 47,000 SH   SOLE 47,000 0 0
TRIANGLE CAP CORP COM 895848109 21,850 1,900,000 SH   SOLE 1,900,000 0 0
TRINITY MERGER CORP UNIT 05/11/2025 89653L205 1,006 100,000 SH   SOLE 100,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 17,052 870,000 SH   SOLE 870,000 0 0
TRUPANION INC COM 898202106 18,528 480,000 SH   SOLE 480,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 180 48,500 SH   SOLE 48,500 0 0
TUPPERWARE BRANDS CORP COM 899896104 4,289 104,000 SH   SOLE 104,000 0 0
TUTOR PERINI CORP COM 901109108 4,059 220,000 SH   SOLE 220,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 9,854 200,000 SH   SOLE 200,000 0 0
U S CONCRETE INC COM NEW 90333L201 11,025 210,000 SH   SOLE 210,000 0 0
ULTA BEAUTY INC COM 90384S303 8,755 37,500 SH   SOLE 37,500 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 25,232 1,520,000 SH   SOLE 1,520,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 723 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 5,925 386,000 SH   SOLE 386,000 0 0
UNDER ARMOUR INC CL C 904311206 6,324 300,000 SH   SOLE 300,000 0 0
UNION PAC CORP COM 907818108 22,669 160,000 SH   SOLE 160,000 0 0
UNITED CONTL HLDGS INC COM 910047109 10,111 145,000 SH   SOLE 145,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 1,236 438,200 SH   SOLE 438,200 0 0
UNITED NAT FOODS INC COM 911163103 4,693 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 72,768 685,000 SH   SOLE 685,000 0 0
UNITED RENTALS INC COM 911363109 49,748 337,000 SH   SOLE 337,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 20,630 165,000 SH   SOLE 165,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 138,575 564,828 SH   SOLE 564,828 0 0
UNITI GROUP INC COM 91325V108 15,664 782,000 SH   SOLE 782,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 18,937 220,200 SH   SOLE 220,200 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,358 75,000 SH   SOLE 75,000 0 0
US BANCORP DEL COM NEW 902973304 48,303 965,671 SH   SOLE 965,671 0 0
VALE S A ADR 91912E105 10,019 781,510 SH   SOLE 781,510 0 0
VALERO ENERGY CORP NEW COM 91913Y100 27,464 247,800 SH   SOLE 247,800 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 6,219 292,800 SH   SOLE 292,800 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 3,367 69,171 SH   SOLE 69,171 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 97,740 1,200,000 SH   SOLE 1,200,000 0 0
VECTREN CORP COM 92240G101 1,429 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 2,576 189,400 SH   SOLE 189,400 0 0
VENTAS INC COM 92276F100 14,477 254,200 SH   SOLE 254,200 0 0
VEON LTD SPONSORED ADR 91822M106 245 102,800 SH   SOLE 102,800 0 0
VEREIT INC COM 92339V100 6,316 849,000 SH   SOLE 849,000 0 0
VERISIGN INC COM 92343E102 4,288 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 7,255 67,400 SH   SOLE 67,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 198,295 3,941,468 SH   SOLE 3,941,468 0 0
VERSUM MATLS INC COM 92532W103 3,436 92,500 SH   SOLE 92,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 39,091 230,000 SH   SOLE 230,000 0 0
VIACOM INC NEW CL B 92553P201 85,051 2,820,000 SH   SOLE 2,820,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,418 130,652 SH   SOLE 130,652 0 0
VISA INC COM CL A 92826C839 309,351 2,335,600 SH   SOLE 2,335,600 0 0
VISTRA ENERGY CORP COM 92840M102 5,032 212,700 SH   SOLE 212,700 0 0
VORNADO RLTY TR SH BEN INT 929042109 16,662 225,400 SH   SOLE 225,400 0 0
VOYA FINL INC COM 929089100 25,850 550,000 SH   SOLE 550,000 0 0
W R BERKLEY CORPORATION COM 084423102 5,279 72,905 SH   SOLE 72,905 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 56,223 936,800 SH   SOLE 936,800 0 0
WALMART INC COM 931142103 50,448 589,000 SH   SOLE 589,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 365 45,050 SH   SOLE 45,050 0 0
WASTE MGMT INC DEL COM 94106L109 9,354 115,000 SH   SOLE 115,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 32,144 410,000 SH   SOLE 410,000 0 0
WAYFAIR INC CL A 94419L101 7,066 59,500 SH   SOLE 59,500 0 0
WEB COM GROUP INC COM 94733A104 2,844 110,000 SH   SOLE 110,000 0 0
WEC ENERGY GROUP INC COM 92939U106 7,047 109,000 SH   SOLE 109,000 0 0
WEIBO CORP SPONSORED ADR 948596101 4,790 53,962 SH   SOLE 53,962 0 0
WELLS FARGO CO NEW COM 949746101 257,291 4,640,900 SH   SOLE 4,640,900 0 0
WELLTOWER INC COM 95040Q104 18,023 287,500 SH   SOLE 287,500 0 0
WESTERN DIGITAL CORP COM 958102105 92,289 1,192,209 SH   SOLE 1,192,209 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 2,499 69,900 SH   SOLE 69,900 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 10,743 222,000 SH   SOLE 222,000 0 0
WESTROCK CO COM 96145D105 31,647 555,000 SH   SOLE 555,000 0 0
WEX INC COM 96208T104 7,353 38,600 SH   SOLE 38,600 0 0
WEYERHAEUSER CO COM 962166104 10,027 275,000 SH   SOLE 275,000 0 0
WHIRLPOOL CORP COM 963320106 13,855 94,750 SH   SOLE 94,750 0 0
WHITESTONE REIT COM 966084204 1,148 92,000 SH   SOLE 92,000 0 0
WIDEOPENWEST INC COM 96758W101 8,597 890,000 SH   SOLE 890,000 0 0
WILLIAMS COS INC DEL COM 969457100 17,115 631,300 SH   SOLE 631,300 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 29,700 731,700 SH   SOLE 731,700 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 1,730 361,100 SH   SOLE 361,100 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 2,674 51,245 SH   SOLE 51,245 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 13,108 180,000 SH   SOLE 180,000 0 0
WORLDPAY INC CL A 981558109 6,641 81,200 SH   SOLE 81,200 0 0
WPX ENERGY INC COM 98212B103 5,624 311,900 SH   SOLE 311,900 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 3,320 75,000 SH   SOLE 75,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 4,412 75,000 SH   SOLE 75,000 0 0
XCEL BRANDS INC COM NEW 98400M101 1,291 549,419 SH   SOLE 549,419 0 0
XCEL ENERGY INC COM 98389B100 10,392 227,500 SH   SOLE 227,500 0 0
XENON PHARMACEUTICALS INC COM 98420N105 1,427 155,100 SH   SOLE 155,100 0 0
XL GROUP LTD COM G98294104 15,666 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 7,040 220,000 SH   SOLE 220,000 0 0
YANDEX N V SHS CLASS A N97284108 5,929 165,149 SH   SOLE 165,149 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 5,944 437,633 SH   SOLE 437,633 0 0
YUM BRANDS INC COM 988498101 8,839 113,000 SH   SOLE 113,000 0 0
YUM CHINA HLDGS INC COM 98850P109 5,887 153,070 SH   SOLE 153,070 0 0
YY INC ADS REPCOM CLA 98426T106 1,615 16,067 SH   SOLE 16,067 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 35,259 316,397 SH   SOLE 316,397 0 0
ZOETIS INC CL A 98978V103 69,706 818,234 SH   SOLE 818,234 0 0
ZYNGA INC CL A 98986T108 5,247 1,289,300 SH   SOLE 1,289,300 0 0