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 7,075 94,100 SH   SOLE 94,100 0 0
3M CO COM 88579Y101 86,391 410,000 SH   SOLE 410,000 0 0
51JOB INC SP ADR REP COM 316827104 5,649 73,365 SH   SOLE 73,365 0 0
58 COM INC SPON ADR REP A 31680Q104 3,741 50,829 SH   SOLE 50,829 0 0
ABBOTT LABS COM 002824100 110,763 1,509,850 SH   SOLE 1,509,850 0 0
ABBVIE INC COM 00287Y109 123,900 1,310,000 SH   SOLE 1,310,000 0 0
ABM INDS INC COM 000957100 4,515 140,000 SH   SOLE 140,000 0 0
AC IMMUNE SA SHS H00263105 626 78,207 SH   SOLE 78,207 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 34,496 980,000 SH   SOLE 980,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 15,059 537,246 SH   SOLE 537,246 0 0
ACCELERON PHARMA INC COM 00434H108 3,033 53,000 SH   SOLE 53,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 39,112 229,800 SH   SOLE 229,800 0 0
ACCO BRANDS CORP COM 00081T108 2,396 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,769 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 21,921 263,500 SH   SOLE 263,500 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,872 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 103 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 325 24,000 SH   SOLE 24,000 0 0
ADOBE SYS INC COM 00724F101 44,731 165,700 SH   SOLE 165,700 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,535 21,000 SH   SOLE 21,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 15,445 500,000 SH   SOLE 500,000 0 0
ADVANSIX INC COM 00773T101 530 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 53,889 1,650,000 SH   SOLE 1,650,000 0 0
AES CORP COM 00130H105 2,800 200,000 SH   SOLE 200,000 0 0
AETNA INC NEW COM 00817Y108 60,880 300,120 SH   SOLE 300,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 34,453 252,000 SH   SOLE 252,000 0 0
AFLAC INC COM 001055102 25,418 540,000 SH   SOLE 540,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 11,639 165,000 SH   SOLE 165,000 0 0
AGREE REALTY CORP COM 008492100 24,210 455,750 SH   SOLE 455,750 0 0
AIR PRODS & CHEMS INC COM 009158106 29,234 175,000 SH   SOLE 175,000 0 0
AK STL HLDG CORP COM 001547108 76,367 15,585,000 SH   SOLE 15,585,000 0 0
ALASKA AIR GROUP INC COM 011659109 44,415 645,000 SH   SOLE 645,000 0 0
ALBEMARLE CORP COM 012653101 48,393 485,000 SH   SOLE 485,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 2,851 125,652 SH   SOLE 125,652 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 24,774 196,950 SH   SOLE 196,950 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 36,838 265,000 SH   SOLE 265,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 174,159 1,057,052 SH   SOLE 1,057,052 0 0
ALKERMES PLC SHS G01767105 8,064 190,000 SH   SOLE 190,000 0 0
ALLEGHANY CORP DEL COM 017175100 6,232 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 739 25,000 SH   SOLE 25,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,811 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 107,755 565,702 SH   SOLE 565,702 0 0
ALLIANT ENERGY CORP COM 018802108 2,980 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 998 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 25,766 261,054 SH   SOLE 261,054 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 7,002 80,000 SH   SOLE 80,000 0 0
ALPHABET INC CAP STK CL C 02079K107 737,564 618,000 SH   SOLE 618,000 0 0
ALTABA INC COM 021346101 24,523 360,000 SH   SOLE 360,000 0 0
ALTAIR ENGR INC COM CL A 021369103 2,607 60,000 SH   SOLE 60,000 0 0
ALTICE USA INC CL A 02156K103 2,611 143,961 SH   SOLE 143,961 0 0
ALTRIA GROUP INC COM 02209S103 123,756 2,052,000 SH   SOLE 2,052,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,323 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 3,254 200,000 SH   SOLE 200,000 0 0
AMAZON COM INC COM 023135106 1,021,530 510,000 SH   SOLE 510,000 0 0
AMBEV SA SPONSORED ADR 02319V103 14,327 3,135,173 SH   SOLE 3,135,173 0 0
AMEREN CORP COM 023608102 5,627 89,000 SH   SOLE 89,000 0 0
AMERESCO INC CL A 02361E108 1,706 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 20,529 1,278,284 SH   SOLE 1,278,284 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 11,366 275,000 SH   SOLE 275,000 0 0
AMERICAN ASSETS TR INC COM 024013104 17,526 470,000 SH   SOLE 470,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,744 100,000 SH   SOLE 100,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 12,183 296,001 SH   SOLE 296,001 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 3,377 136,000 SH   SOLE 136,000 0 0
AMERICAN ELEC PWR INC COM 025537101 37,531 529,500 SH   SOLE 529,500 0 0
AMERICAN EXPRESS CO COM 025816109 39,721 373,000 SH   SOLE 373,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 4,296 196,250 SH   SOLE 196,250 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 50,152 942,000 SH   SOLE 942,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 81,151 558,500 SH   SOLE 558,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,320 15,000 SH   SOLE 15,000 0 0
AMERICOLD RLTY TR COM 03064D108 3,002 120,000 SH   SOLE 120,000 0 0
AMERIPRISE FINL INC COM 03076C106 70,434 477,000 SH   SOLE 477,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 18,444 200,000 SH   SOLE 200,000 0 0
AMGEN INC COM 031162100 56,057 270,431 SH   SOLE 270,431 0 0
ANADARKO PETE CORP COM 032511107 13,131 194,800 SH   SOLE 194,800 0 0
ANALOG DEVICES INC COM 032654105 27,553 298,000 SH   SOLE 298,000 0 0
ANAPTYSBIO INC COM 032724106 5,487 55,000 SH   SOLE 55,000 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 11,732 241,600 SH   SOLE 241,600 0 0
ANGIODYNAMICS INC COM 03475V101 1,413 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 6,907 37,000 SH   SOLE 37,000 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,761 104,100 SH   SOLE 104,100 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 4,267 148,900 SH   SOLE 148,900 0 0
ANTHEM INC COM 036752103 13,703 50,000 SH   SOLE 50,000 0 0
AON PLC SHS CL A G0408V102 38,445 250,000 SH   SOLE 250,000 0 0
APACHE CORP COM 037411105 78,579 1,648,400 SH   SOLE 1,648,400 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 9,024 204,500 SH   SOLE 204,500 0 0
APPLE INC COM 037833100 928,920 4,115,000 SH   SOLE 4,115,000 0 0
APPLIED MATLS INC COM 038222105 57,782 1,495,000 SH   SOLE 1,495,000 0 0
APTIV PLC SHS G6095L109 12,753 152,000 SH   SOLE 152,000 0 0
AQUA AMERICA INC COM 03836W103 2,768 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 3,547 309,000 SH   SOLE 309,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 30,277 1,015,668 SH   SOLE 1,015,668 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 9,352 186,026 SH   SOLE 186,026 0 0
ARCONIC INC COM 03965L100 20,910 950,000 SH   SOLE 950,000 0 0
ARQULE INC COM 04269E107 612 108,040 SH   SOLE 108,040 0 0
ARRIS INTL INC SHS G0551A103 3,899 150,000 SH   SOLE 150,000 0 0
ASE TECHNOLOGY HOLDING CO LT SPONSORED ADS 00215W100 5,692 1,178,605 SH   SOLE 1,178,605 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 895 140,000 SH   SOLE 140,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 3,474 30,500 SH   SOLE 30,500 0 0
ASTEC INDS INC COM 046224101 71,079 1,410,000 SH   SOLE 1,410,000 0 0
AT&T INC COM 00206R102 315,115 9,384,000 SH   SOLE 9,384,000 0 0
ATHENAHEALTH INC COM 04685W103 36,072 270,000 SH   SOLE 270,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 60,563 950,000 SH   SOLE 950,000 0 0
ATMOS ENERGY CORP COM 049560105 2,348 25,000 SH   SOLE 25,000 0 0
ATTUNITY LTD SHS NEW M15332121 550 29,115 SH   SOLE 29,115 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 1,622 385,199 SH   SOLE 385,199 0 0
AUDIOCODES LTD ORD M15342104 319 31,736 SH   SOLE 31,736 0 0
AUTODESK INC COM 052769106 34,797 222,900 SH   SOLE 222,900 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,521 32,563 SH   SOLE 32,563 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 16,693 110,800 SH   SOLE 110,800 0 0
AUTOZONE INC COM 053332102 6,981 9,000 SH   SOLE 9,000 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 62 14,016 SH   SOLE 14,016 0 0
AVALONBAY CMNTYS INC COM 053484101 22,825 126,000 SH   SOLE 126,000 0 0
AVANOS MED INC COM 05350V106 1,267 18,500 SH   SOLE 18,500 0 0
AVON PRODS INC COM 054303102 13,200 6,000,000 SH   SOLE 6,000,000 0 0
AXALTA COATING SYS LTD COM G0750C108 1,895 65,000 SH   SOLE 65,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 61 25,000 SH   SOLE 25,000 0 0
BAIDU INC SPON ADR REP A 056752108 73,991 323,556 SH   SOLE 323,556 0 0
BAKER HUGHES A GE CO CL A 05722G100 49,169 1,453,400 SH   SOLE 1,453,400 0 0
BALL CORP COM 058498106 10,998 250,000 SH   SOLE 250,000 0 0
BALLANTYNE STRONG INC COM 058516105 1,920 480,000 SH   SOLE 480,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 2,483 350,663 SH   SOLE 350,663 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 10,416 325,707 SH   SOLE 325,707 0 0
BANK AMER CORP COM 060505104 361,445 12,269,000 SH   SOLE 12,269,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 30,552 599,167 SH   SOLE 599,167 0 0
BANK OZK COM 06417N103 9,110 240,000 SH   SOLE 240,000 0 0
BAOZUN INC SPONSORED ADR 06684L103 2,758 56,786 SH   SOLE 56,786 0 0
BARINGS BDC INC COM 06759L103 2,481 247,902 SH   SOLE 247,902 0 0
BAXTER INTL INC COM 071813109 2,313 30,000 SH   SOLE 30,000 0 0
BB&T CORP COM 054937107 12,766 263,000 SH   SOLE 263,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 1,137 97,406 SH   SOLE 97,406 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,932 280,000 SH   SOLE 280,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 6,300 600,000 SH   SOLE 600,000 0 0
BECTON DICKINSON & CO COM 075887109 25,937 99,374 SH   SOLE 99,374 0 0
BEL FUSE INC CL B 077347300 2,253 85,000 SH   SOLE 85,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 30,400 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 132,748 620,000 SH   SOLE 620,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,468 175,000 SH   SOLE 175,000 0 0
BIOGEN INC COM 09062X103 108,990 308,485 SH   SOLE 308,485 0 0
BLACK HILLS CORP COM 092113109 929 16,000 SH   SOLE 16,000 0 0
BLACKROCK INC COM 09247X101 49,254 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 34,272 900,000 SH   SOLE 900,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 1,078 110,000 SH   SOLE 110,000 0 0
BMC STK HLDGS INC COM 05591B109 653 35,000 SH   SOLE 35,000 0 0
BOEING CO COM 097023105 146,901 395,000 SH   SOLE 395,000 0 0
BORGWARNER INC COM 099724106 5,348 125,000 SH   SOLE 125,000 0 0
BOSTON PROPERTIES INC COM 101121101 19,078 155,000 SH   SOLE 155,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 18,865 490,000 SH   SOLE 490,000 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 4,230 225,000 SH   SOLE 225,000 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 4,266 362,500 SH   SOLE 362,500 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8,182 520,500 SH   SOLE 520,500 0 0
BRIGHTCOVE INC COM 10921T101 840 100,000 SH   SOLE 100,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 37,343 844,090 SH   SOLE 844,090 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 126,143 2,031,938 SH   SOLE 2,031,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,327 190,000 SH   SOLE 190,000 0 0
BROADCOM INC COM 11135F101 81,297 329,500 SH   SOLE 329,500 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 4,202 94,369 SH   SOLE 94,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 4,178 200,000 SH   SOLE 200,000 0 0
BROOKFIELD PROPERTY REIT INC CL A 11282X103 7,798 372,600 SH   SOLE 372,600 0 0
BRT APARTMENTS CORP COM 055645303 1,144 95,000 SH   SOLE 95,000 0 0
BSQUARE CORP COM NEW 11776U300 355 154,500 SH   SOLE 154,500 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 11,195 313,500 SH   SOLE 313,500 0 0
BURLINGTON STORES INC COM 122017106 21,913 134,500 SH   SOLE 134,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 3,752 60,000 SH   SOLE 60,000 0 0
CABOT CORP COM 127055101 5,018 80,000 SH   SOLE 80,000 0 0
CABOT OIL & GAS CORP COM 127097103 6,418 285,000 SH   SOLE 285,000 0 0
CACTUS INC CL A 127203107 5,742 150,000 SH   SOLE 150,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,804 172,200 SH   SOLE 172,200 0 0
CALAVO GROWERS INC COM 128246105 24,633 255,000 SH   SOLE 255,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,073 25,000 SH   SOLE 25,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 2,246 24,000 SH   SOLE 24,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 5,349 250,900 SH   SOLE 250,900 0 0
CAMTEK LTD ORD M20791105 142 16,624 SH   SOLE 16,624 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 2,035 31,529 SH   SOLE 31,529 0 0
CAPITAL ONE FINL CORP COM 14040H105 54,111 570,000 SH   SOLE 570,000 0 0
CAPITAL SR LIVING CORP COM 140475104 1,699 180,000 SH   SOLE 180,000 0 0
CARBON BLACK INC COM 14081R103 212 10,000 SH   SOLE 10,000 0 0
CARDINAL HEALTH INC COM 14149Y108 8,100 150,000 SH   SOLE 150,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 587 15,000 SH   SOLE 15,000 0 0
CARLISLE COS INC COM 142339100 29,232 240,000 SH   SOLE 240,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 47,828 750,000 SH   SOLE 750,000 0 0
CARTERS INC COM 146229109 3,352 34,000 SH   SOLE 34,000 0 0
CASEYS GEN STORES INC COM 147528103 7,747 60,000 SH   SOLE 60,000 0 0
CATERPILLAR INC DEL COM 149123101 96,831 635,000 SH   SOLE 635,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 1,823 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 5,446 123,500 SH   SOLE 123,500 0 0
CBS CORP NEW CL B 124857202 147,072 2,560,000 SH   SOLE 2,560,000 0 0
CELCUITY INC COM 15102K100 1,726 60,000 SH   SOLE 60,000 0 0
CELGENE CORP COM 151020104 74,277 830,000 SH   SOLE 830,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 214 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 1,452 206,275 SH   SOLE 206,275 0 0
CENTENE CORP DEL COM 15135B101 2,251 15,550 SH   SOLE 15,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,281 191,000 SH   SOLE 191,000 0 0
CENTURY CMNTYS INC COM 156504300 1,043 39,745 SH   SOLE 39,745 0 0
CENTURYLINK INC COM 156700106 3,029 142,860 SH   SOLE 142,860 0 0
CERAGON NETWORKS LTD ORD M22013102 307 91,077 SH   SOLE 91,077 0 0
CERIDIAN HCM HLDG INC COM 15677J108 1,261 30,000 SH   SOLE 30,000 0 0
CERNER CORP COM 156782104 10,950 170,000 SH   SOLE 170,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 4,709 35,000 SH   SOLE 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 12,191 103,600 SH   SOLE 103,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 55,592 800,000 SH   SOLE 800,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 7,797 197,600 SH   SOLE 197,600 0 0
CHESAPEAKE ENERGY CORP COM 165167107 21,103 4,700,000 SH   SOLE 4,700,000 0 0
CHESAPEAKE ENERGY CORP NOTE 5.500% 9/1 165167CY1 74 75,000 SH   SOLE 75,000 0 0
CHEVRON CORP NEW COM 166764100 192,065 1,570,700 SH   SOLE 1,570,700 0 0
CHILDRENS PL INC COM 168905107 1,917 15,000 SH   SOLE 15,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 22,880 467,609 SH   SOLE 467,609 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,182 7,000 SH   SOLE 7,000 0 0
CHUBB LIMITED COM H1467J104 37,835 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 4,614 128,498 SH   SOLE 128,498 0 0
CHURCH & DWIGHT INC COM 171340102 36,810 620,000 SH   SOLE 620,000 0 0
CIENA CORP COM NEW 171779309 26,398 845,000 SH   SOLE 845,000 0 0
CIGNA CORPORATION COM 125509109 68,136 327,182 SH   SOLE 327,182 0 0
CIMAREX ENERGY CO COM 171798101 2,807 30,200 SH   SOLE 30,200 0 0
CINEMARK HOLDINGS INC COM 17243V102 11,256 280,000 SH   SOLE 280,000 0 0
CISCO SYS INC COM 17275R102 220,871 4,540,000 SH   SOLE 4,540,000 0 0
CITIGROUP INC COM NEW 172967424 204,746 2,854,000 SH   SOLE 2,854,000 0 0
CITIZENS FINL GROUP INC COM 174610105 19,285 500,000 SH   SOLE 500,000 0 0
CITRIX SYS INC COM 177376100 5,480 49,300 SH   SOLE 49,300 0 0
CITY OFFICE REIT INC COM 178587101 4,291 340,000 SH   SOLE 340,000 0 0
CLIPPER RLTY INC COM 18885T306 2,172 160,500 SH   SOLE 160,500 0 0
CLOROX CO DEL COM 189054109 7,069 47,000 SH   SOLE 47,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 8,518 290,000 SH   SOLE 290,000 0 0
CME GROUP INC COM CL A 12572Q105 30,638 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 11,687 238,500 SH   SOLE 238,500 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,431 100,000 SH   SOLE 100,000 0 0
COCA COLA CO COM 191216100 83,604 1,810,000 SH   SOLE 1,810,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 12,434 273,463 SH   SOLE 273,463 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 380 6,200 SH   SOLE 6,200 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 21,204 380,000 SH   SOLE 380,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,129 92,400 SH   SOLE 92,400 0 0
COLGATE PALMOLIVE CO COM 194162103 52,489 784,000 SH   SOLE 784,000 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 345 4,443 SH   SOLE 4,443 0 0
COLONY CAP INC NEW CL A COM 19626G108 5,152 845,885 SH   SOLE 845,885 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 1,146 48,500 SH   SOLE 48,500 0 0
COMCAST CORP NEW CL A 20030N101 145,181 4,100,000 SH   SOLE 4,100,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 930 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 9,402 303,500 SH   SOLE 303,500 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,464 109,195 SH   SOLE 109,195 0 0
COMSCORE INC COM 20564W105 27,345 1,500,000 SH   SOLE 1,500,000 0 0
CONAGRA BRANDS INC COM 205887102 45,759 1,347,045 SH   SOLE 1,347,045 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 594 40,000 SH   SOLE 40,000 0 0
CONOCOPHILLIPS COM 20825C104 101,479 1,311,100 SH   SOLE 1,311,100 0 0
CONSOLIDATED EDISON INC COM 209115104 4,419 58,000 SH   SOLE 58,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 15,093 70,000 SH   SOLE 70,000 0 0
CONTROL4 CORP COM 21240D107 29,181 850,000 SH   SOLE 850,000 0 0
CORNING INC COM 219350105 15,186 430,200 SH   SOLE 430,200 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 1,492 50,000 SH   SOLE 50,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 42,748 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 13,816 1,100,000 SH   SOLE 1,100,000 0 0
COUPA SOFTWARE INC COM 22266L106 2,602 32,900 SH   SOLE 32,900 0 0
COVANTA HLDG CORP COM 22282E102 650 40,000 SH   SOLE 40,000 0 0
CRAY INC COM NEW 225223304 33,540 1,560,000 SH   SOLE 1,560,000 0 0
CREDICORP LTD COM G2519Y108 26,646 119,445 SH   SOLE 119,445 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 4,550 123,800 SH   SOLE 123,800 0 0
CROCS INC COM 227046109 958 45,000 SH   SOLE 45,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 90,456 812,500 SH   SOLE 812,500 0 0
CROWN HOLDINGS INC COM 228368106 7,920 165,000 SH   SOLE 165,000 0 0
CSX CORP COM 126408103 889 12,000 SH   SOLE 12,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 9,253 248,947 SH   SOLE 248,947 0 0
CUBESMART COM 229663109 14,971 524,750 SH   SOLE 524,750 0 0
CUBIC CORP COM 229669106 49,820 682,000 SH   SOLE 682,000 0 0
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CVS HEALTH CORP COM 126650100 46,047 584,943 SH   SOLE 584,943 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 2,987 37,409 SH   SOLE 37,409 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 28,984 2,000,250 SH   SOLE 2,000,250 0 0
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D R HORTON INC COM 23331A109 4,619 109,500 SH   SOLE 109,500 0 0
DANA INCORPORATED COM 235825205 2,801 150,000 SH   SOLE 150,000 0 0
DANAHER CORP DEL COM 235851102 17,386 160,000 SH   SOLE 160,000 0 0
DARDEN RESTAURANTS INC COM 237194105 5,671 51,000 SH   SOLE 51,000 0 0
DASEKE INC COM 23753F107 5,213 650,000 SH   SOLE 650,000 0 0
DATAWATCH CORP COM NEW 237917208 2,097 180,000 SH   SOLE 180,000 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 5,875 148,400 SH   SOLE 148,400 0 0
DDR CORP COM 23317H854 3,079 229,999 SH   SOLE 229,999 0 0
DEERE & CO COM 244199105 41,340 275,000 SH   SOLE 275,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 22,897 235,761 SH   SOLE 235,761 0 0
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DENTSPLY SIRONA INC COM 24906P109 4,340 115,000 SH   SOLE 115,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 47,768 1,196,000 SH   SOLE 1,196,000 0 0
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DIGITAL RLTY TR INC COM 253868103 5,916 52,600 SH   SOLE 52,600 0 0
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DISCOVERY INC COM SER C 25470F302 10,649 360,000 SH   SOLE 360,000 0 0
DISH NETWORK CORP CL A 25470M109 30,396 850,000 SH   SOLE 850,000 0 0
DISNEY WALT CO COM DISNEY 254687106 157,869 1,350,000 SH   SOLE 1,350,000 0 0
DOLLAR GEN CORP NEW COM 256677105 16,614 152,000 SH   SOLE 152,000 0 0
DOLLAR TREE INC COM 256746108 23,568 289,000 SH   SOLE 289,000 0 0
DOMINION ENERGY INC COM 25746U109 27,058 385,000 SH   SOLE 385,000 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 1,493 83,400 SH   SOLE 83,400 0 0
DOUGLAS EMMETT INC COM 25960P109 5,827 154,500 SH   SOLE 154,500 0 0
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DROPBOX INC CL A 26210C104 805 30,000 SH   SOLE 30,000 0 0
DTE ENERGY CO COM 233331107 6,002 55,000 SH   SOLE 55,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 19,685 246,000 SH   SOLE 246,000 0 0
DUKE REALTY CORP COM NEW 264411505 1,525 53,750 SH   SOLE 53,750 0 0
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DXC TECHNOLOGY CO COM 23355L106 12,115 129,542 SH   SOLE 129,542 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 24,099 460,000 SH   SOLE 460,000 0 0
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EASTMAN CHEM CO COM 277432100 479 5,000 SH   SOLE 5,000 0 0
EATON CORP PLC SHS G29183103 6,938 80,000 SH   SOLE 80,000 0 0
EBAY INC COM 278642103 15,189 460,000 SH   SOLE 460,000 0 0
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ECOLAB INC COM 278865100 32,924 210,000 SH   SOLE 210,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 2,243 83,300 SH   SOLE 83,300 0 0
EDISON INTL COM 281020107 11,167 165,000 SH   SOLE 165,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 15,390 88,400 SH   SOLE 88,400 0 0
ELECTRONIC ARTS INC COM 285512109 47,364 393,099 SH   SOLE 393,099 0 0
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EMERSON ELEC CO COM 291011104 7,275 95,000 SH   SOLE 95,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,961 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 7,125 423,100 SH   SOLE 423,100 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 1,955 177,900 SH   SOLE 177,900 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 1,119 144,791 SH   SOLE 144,791 0 0
ENERGEN CORP COM 29265N108 3,878 45,000 SH   SOLE 45,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 821 14,000 SH   SOLE 14,000 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 36,289 1,630,250 SH   SOLE 1,630,250 0 0
ENSCO PLC SHS CLASS A G3157S106 1,204 142,600 SH   SOLE 142,600 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 4,630 586,038 SH   SOLE 586,038 0 0
ENTERGY CORP NEW COM 29364G103 8,819 108,700 SH   SOLE 108,700 0 0
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EOG RES INC COM 26875P101 33,168 260,000 SH   SOLE 260,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 107,045 1,564,750 SH   SOLE 1,564,750 0 0
EQT CORP COM 26884L109 4,423 100,000 SH   SOLE 100,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 8,519 161,400 SH   SOLE 161,400 0 0
EQUINIX INC COM PAR $0.001 29444U700 30,722 70,970 SH   SOLE 70,970 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 7,060 220,000 SH   SOLE 220,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 7,523 78,000 SH   SOLE 78,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 4,071 61,450 SH   SOLE 61,450 0 0
EROS INTL PLC SHS NEW G3788M114 29,403 2,440,000 SH   SOLE 2,440,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 1,636 36,875 SH   SOLE 36,875 0 0
ESSEX PPTY TR INC COM 297178105 35,270 142,961 SH   SOLE 142,961 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 20,009 220,000 SH   SOLE 220,000 0 0
EVEREST RE GROUP LTD COM G3223R108 15,993 70,000 SH   SOLE 70,000 0 0
EVERGY INC COM 30034W106 3,285 59,810 SH   SOLE 59,810 0 0
EVERSOURCE ENERGY COM 30040W108 6,451 105,000 SH   SOLE 105,000 0 0
EVO PMTS INC CL A COM 26927E104 717 30,000 SH   SOLE 30,000 0 0
EXELON CORP COM 30161N101 18,730 429,000 SH   SOLE 429,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 48,930 515,000 SH   SOLE 515,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 18,503 213,550 SH   SOLE 213,550 0 0
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EXXON MOBIL CORP COM 30231G102 348,846 4,103,100 SH   SOLE 4,103,100 0 0
F M C CORP COM NEW 302491303 12,989 149,000 SH   SOLE 149,000 0 0
FACEBOOK INC CL A 30303M102 460,488 2,800,000 SH   SOLE 2,800,000 0 0
FANG HLDGS LTD ADR 30711Y102 114 43,956 SH   SOLE 43,956 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 13,127 103,800 SH   SOLE 103,800 0 0
FEDEX CORP COM 31428X106 74,645 310,000 SH   SOLE 310,000 0 0
FIBROGEN INC COM 31572Q808 1,072 17,648 SH   SOLE 17,648 0 0
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FIFTH THIRD BANCORP COM 316773100 16,752 600,000 SH   SOLE 600,000 0 0
FINISAR CORP COM NEW 31787A507 28,004 1,470,000 SH   SOLE 1,470,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 12,235 500,000 SH   SOLE 500,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 19,200 200,000 SH   SOLE 200,000 0 0
FIRSTENERGY CORP COM 337932107 5,204 140,000 SH   SOLE 140,000 0 0
FIVE BELOW INC COM 33829M101 23,606 181,500 SH   SOLE 181,500 0 0
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FLOOR & DECOR HLDGS INC CL A 339750101 996 33,000 SH   SOLE 33,000 0 0
FLUOR CORP NEW COM 343412102 9,877 170,000 SH   SOLE 170,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 20,929 211,474 SH   SOLE 211,474 0 0
FOOT LOCKER INC COM 344849104 2,702 53,000 SH   SOLE 53,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 16,650 1,800,000 SH   SOLE 1,800,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 15,481 616,980 SH   SOLE 616,980 0 0
FREEPORT-MCMORAN INC CL B 35671D857 38,628 2,775,000 SH   SOLE 2,775,000 0 0
FRESHPET INC COM 358039105 10,276 280,000 SH   SOLE 280,000 0 0
GAP INC DEL COM 364760108 664 23,000 SH   SOLE 23,000 0 0
GARTNER INC COM 366651107 5,516 34,800 SH   SOLE 34,800 0 0
GAZIT GLOBE LTD SHS M4793C102 3,306 362,500 SH   SOLE 362,500 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 8,608 245,038 SH   SOLE 245,038 0 0
GENERAL DYNAMICS CORP COM 369550108 84,958 415,000 SH   SOLE 415,000 0 0
GENERAL ELECTRIC CO COM 369604103 86,933 7,700,000 SH   SOLE 7,700,000 0 0
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GENERAL MTRS CO COM 37045V100 80,875 2,402,000 SH   SOLE 2,402,000 0 0
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GENPACT LIMITED SHS G3922B107 5,844 190,929 SH   SOLE 190,929 0 0
GENUINE PARTS CO COM 372460105 13,916 140,000 SH   SOLE 140,000 0 0
GENWORTH FINL INC COM CL A 37247D106 9,174 2,200,000 SH   SOLE 2,200,000 0 0
GERON CORP COM 374163103 889 505,000 SH   SOLE 505,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 9,228 191,500 SH   SOLE 191,500 0 0
GILEAD SCIENCES INC COM 375558103 103,075 1,335,000 SH   SOLE 1,335,000 0 0
GLADSTONE LD CORP COM 376549101 3,579 290,000 SH   SOLE 290,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 4,126 438,000 SH   SOLE 438,000 0 0
GLOBAL PMTS INC COM 37940X102 9,479 74,400 SH   SOLE 74,400 0 0
GLOBANT S A COM L44385109 2,381 40,364 SH   SOLE 40,364 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 1,647 114,900 SH   SOLE 114,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 101,469 452,500 SH   SOLE 452,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 2,924 125,000 SH   SOLE 125,000 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 1,747 16,000 SH   SOLE 16,000 0 0
GRANITE CONSTR INC COM 387328107 17,823 390,000 SH   SOLE 390,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 701 50,000 SH   SOLE 50,000 0 0
GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 4,275 286,895 SH   SOLE 286,895 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 775 61,000 SH   SOLE 61,000 0 0
GREIF INC CL B 397624206 3,574 62,000 SH   SOLE 62,000 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 2,477 139,600 SH   SOLE 139,600 0 0
GSV CAP CORP COM 36191J101 11,056 1,600,000 SH   SOLE 1,600,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 80,004 2,950,000 SH   SOLE 2,950,000 0 0
HALLIBURTON CO COM 406216101 18,291 451,300 SH   SOLE 451,300 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,633 255,000 SH   SOLE 255,000 0 0
HANESBRANDS INC COM 410345102 1,843 100,000 SH   SOLE 100,000 0 0
HARRIS CORP DEL COM 413875105 5,922 35,000 SH   SOLE 35,000 0 0
HARSCO CORP COM 415864107 25,410 890,000 SH   SOLE 890,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,593 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 18,922 180,000 SH   SOLE 180,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 9,965 280,000 SH   SOLE 280,000 0 0
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HCP INC COM 40414L109 4,605 175,000 SH   SOLE 175,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 6,419 150,000 SH   SOLE 150,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 68,642 729,457 SH   SOLE 729,457 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 7,455 279,500 SH   SOLE 279,500 0 0
HECLA MNG CO COM 422704106 26,505 9,500,000 SH   SOLE 9,500,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,581 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 6,464 94,000 SH   SOLE 94,000 0 0
HESS CORP COM 42809H107 8,010 111,900 SH   SOLE 111,900 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 8,524 373,700 SH   SOLE 373,700 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 8,155 500,000 SH   SOLE 500,000 0 0
HEXCEL CORP NEW COM 428291108 3,353 50,000 SH   SOLE 50,000 0 0
HFF INC CL A 40418F108 1,359 32,000 SH   SOLE 32,000 0 0
HIGHWOODS PPTYS INC COM 431284108 1,867 39,500 SH   SOLE 39,500 0 0
HILTON GRAND VACATIONS INC COM 43283X105 3,711 112,100 SH   SOLE 112,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 28,424 351,866 SH   SOLE 351,866 0 0
HOLLYFRONTIER CORP COM 436106108 5,788 82,800 SH   SOLE 82,800 0 0
HOLOGIC INC COM 436440101 4,967 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 237,290 1,145,500 SH   SOLE 1,145,500 0 0
HONEYWELL INTL INC COM 438516106 54,080 325,000 SH   SOLE 325,000 0 0
HORTONWORKS INC COM 440894103 8,440 370,000 SH   SOLE 370,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,547 215,500 SH   SOLE 215,500 0 0
HOWARD HUGHES CORP COM 44267D107 50,273 404,704 SH   SOLE 404,704 0 0
HP INC COM 40434L105 30,244 1,173,600 SH   SOLE 1,173,600 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 2,335 72,283 SH   SOLE 72,283 0 0
HUDSON LTD COM CL A G46408103 1,959 86,826 SH   SOLE 86,826 0 0
HUDSON PAC PPTYS INC COM 444097109 14,577 445,500 SH   SOLE 445,500 0 0
HUMANA INC COM 444859102 27,082 80,000 SH   SOLE 80,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 47,630 186,000 SH   SOLE 186,000 0 0
IAC INTERACTIVECORP COM 44919P508 13,003 60,000 SH   SOLE 60,000 0 0
ICICI BK LTD ADR 45104G104 7,887 928,984 SH   SOLE 928,984 0 0
IDACORP INC COM 451107106 992 10,000 SH   SOLE 10,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 16,934 120,000 SH   SOLE 120,000 0 0
ILLUMINA INC COM 452327109 60,565 165,000 SH   SOLE 165,000 0 0
INCYTE CORP COM 45337C102 8,635 125,000 SH   SOLE 125,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 9,720 923,100 SH   SOLE 923,100 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 3,336 145,000 SH   SOLE 145,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 40,533 3,985,536 SH   SOLE 3,985,536 0 0
INGERSOLL-RAND PLC SHS G47791101 8,696 85,000 SH   SOLE 85,000 0 0
INGEVITY CORP COM 45688C107 1,528 15,000 SH   SOLE 15,000 0 0
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INTEL CORP COM 458140100 130,000 2,749,000 SH   SOLE 2,749,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,115 95,000 SH   SOLE 95,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 100,993 667,900 SH   SOLE 667,900 0 0
INTERXION HOLDING N.V SHS N47279109 8,266 122,830 SH   SOLE 122,830 0 0
INTL PAPER CO COM 460146103 11,550 235,000 SH   SOLE 235,000 0 0
INTUIT COM 461202103 24,218 106,500 SH   SOLE 106,500 0 0
INVITATION HOMES INC COM 46187W107 25,847 1,128,192 SH   SOLE 1,128,192 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,158 100,000 SH   SOLE 100,000 0 0
IQIYI INC SPONSORED ADS 46267X108 1,071 39,574 SH   SOLE 39,574 0 0
IQVIA HLDGS INC COM 46266C105 2,491 19,200 SH   SOLE 19,200 0 0
IRON MTN INC NEW COM 46284V101 518 15,000 SH   SOLE 15,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 68,580 6,000,000 SH   SOLE 6,000,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 369,202 9,793,167 SH   SOLE 9,793,167 0 0
ISHARES INC MSCI RUSSIA ETF 46434G798 41,319 1,174,182 SH   SOLE 1,174,182 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,504 17,400 SH   SOLE 17,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598 274,710 8,460,438 SH   SOLE 8,460,438 0 0
ISHARES TR CORE MSCI EAFE 46432F842 76,926 1,200,471 SH   SOLE 1,200,471 0 0
ISHARES TR CORE MSCI EURO 46434V738 78,089 1,628,205 SH   SOLE 1,628,205 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 21,284 1,938,449 SH   SOLE 1,938,449 0 0
JACK IN THE BOX INC COM 466367109 17,358 207,061 SH   SOLE 207,061 0 0
JAKKS PAC INC COM 47012E106 383 150,000 SH   SOLE 150,000 0 0
JBG SMITH PPTYS COM 46590V100 1,468 39,850 SH   SOLE 39,850 0 0
JD COM INC SPON ADR CL A 47215P106 21,058 807,152 SH   SOLE 807,152 0 0
JERNIGAN CAP INC COM 476405105 3,733 193,500 SH   SOLE 193,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 678 35,000 SH   SOLE 35,000 0 0
JOHNSON & JOHNSON COM 478160104 384,113 2,780,000 SH   SOLE 2,780,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 20,125 575,000 SH   SOLE 575,000 0 0
JPMORGAN CHASE & CO COM 46625H100 469,753 4,163,000 SH   SOLE 4,163,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 35,117 310,000 SH   SOLE 310,000 0 0
KAR AUCTION SVCS INC COM 48238T109 2,710 45,400 SH   SOLE 45,400 0 0
KBR INC COM 48242W106 35,921 1,700,000 SH   SOLE 1,700,000 0 0
KELLOGG CO COM 487836108 9,103 130,000 SH   SOLE 130,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 1,333 62,000 SH   SOLE 62,000 0 0
KEYCORP NEW COM 493267108 41,729 2,098,000 SH   SOLE 2,098,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,462 97,500 SH   SOLE 97,500 0 0
KILROY RLTY CORP COM 49427F108 10,753 150,000 SH   SOLE 150,000 0 0
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KINDER MORGAN INC DEL COM 49456B101 72,693 4,100,000 SH   SOLE 4,100,000 0 0
KLA-TENCOR CORP COM 482480100 8,747 86,000 SH   SOLE 86,000 0 0
KLX INC COM 482539103 11,771 187,500 SH   SOLE 187,500 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 22,067 640,000 SH   SOLE 640,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 29,904 960,000 SH   SOLE 960,000 0 0
KRAFT HEINZ CO COM 500754106 14,295 259,387 SH   SOLE 259,387 0 0
KROGER CO COM 501044101 11,469 394,000 SH   SOLE 394,000 0 0
L BRANDS INC COM 501797104 20,210 667,000 SH   SOLE 667,000 0 0
L3 TECHNOLOGIES INC COM 502413107 58,471 275,000 SH   SOLE 275,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,731 33,000 SH   SOLE 33,000 0 0
LADDER CAP CORP CL A 505743104 2,744 162,000 SH   SOLE 162,000 0 0
LAM RESEARCH CORP COM 512807108 35,650 235,000 SH   SOLE 235,000 0 0
LAMB WESTON HLDGS INC COM 513272104 3,718 55,833 SH   SOLE 55,833 0 0
LAUDER ESTEE COS INC CL A 518439104 20,490 141,000 SH   SOLE 141,000 0 0
LAZYDAYS HLDGS INC COM 52110H100 5,524 731,627 SH   SOLE 731,627 0 0
LCI INDS COM 50189K103 20,700 250,000 SH   SOLE 250,000 0 0
LEGG MASON INC COM 524901105 39,974 1,280,000 SH   SOLE 1,280,000 0 0
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LENNAR CORP CL B 526057302 7,754 201,400 SH   SOLE 201,400 0 0
LGI HOMES INC COM 50187T106 11,148 235,000 SH   SOLE 235,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 22,769 270,000 SH   SOLE 270,000 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 1,810 87,739 SH   SOLE 87,739 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 17,376 400,000 SH   SOLE 400,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 4,345 100,000 SH   SOLE 100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 930 25,000 SH   SOLE 25,000 0 0
LIFEPOINT HEALTH INC COM 53219L109 2,329 36,164 SH   SOLE 36,164 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 19,214 70,000 SH   SOLE 70,000 0 0
LILLY ELI & CO COM 532457108 193,962 1,807,496 SH   SOLE 1,807,496 0 0
LIMBACH HLDGS INC COM 53263P105 7,235 642,000 SH   SOLE 642,000 0 0
LIMONEIRA CO COM 532746104 5,901 226,000 SH   SOLE 226,000 0 0
LINCOLN NATL CORP IND COM 534187109 79,771 1,179,000 SH   SOLE 1,179,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 3,415 140,000 SH   SOLE 140,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 11,650 500,000 SH   SOLE 500,000 0 0
LITHIA MTRS INC CL A 536797103 1,984 24,300 SH   SOLE 24,300 0 0
LKQ CORP COM 501889208 7,379 233,000 SH   SOLE 233,000 0 0
LOCKHEED MARTIN CORP COM 539830109 88,219 255,000 SH   SOLE 255,000 0 0
LOUISIANA PAC CORP COM 546347105 795 30,000 SH   SOLE 30,000 0 0
LOWES COS INC COM 548661107 28,361 247,000 SH   SOLE 247,000 0 0
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MACQUARIE INFRASTRUCTURE COR COM 55608B105 19,144 415,000 SH   SOLE 415,000 0 0
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MARSH & MCLENNAN COS INC COM 571748102 34,825 421,000 SH   SOLE 421,000 0 0
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MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,474 180,000 SH   SOLE 180,000 0 0
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MCCORMICK & CO INC COM NON VTG 579780206 10,804 82,000 SH   SOLE 82,000 0 0
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MDU RES GROUP INC COM 552690109 2,569 100,000 SH   SOLE 100,000 0 0
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MERCK & CO INC COM 58933Y105 257,867 3,635,000 SH   SOLE 3,635,000 0 0
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METLIFE INC COM 59156R108 65,688 1,406,000 SH   SOLE 1,406,000 0 0
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MGM RESORTS INTERNATIONAL COM 552953101 27,910 1,000,000 SH   SOLE 1,000,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 10,284 150,000 SH   SOLE 150,000 0 0
MICHAELS COS INC COM 59408Q106 1,380 85,000 SH   SOLE 85,000 0 0
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 1,523 82,395 SH   SOLE 82,395 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 50,107 635,000 SH   SOLE 635,000 0 0
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MICROSOFT CORP COM 594918104 943,530 8,249,800 SH   SOLE 8,249,800 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,617 11,500 SH   SOLE 11,500 0 0
MID AMER APT CMNTYS INC COM 59522J103 11,256 112,350 SH   SOLE 112,350 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 5,438 637,566 SH   SOLE 637,566 0 0
MOHAWK INDS INC COM 608190104 10,389 59,250 SH   SOLE 59,250 0 0
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MOMO INC ADR 60879B107 3,866 88,260 SH   SOLE 88,260 0 0
MONDELEZ INTL INC CL A 609207105 75,745 1,763,163 SH   SOLE 1,763,163 0 0
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MONSTER BEVERAGE CORP NEW COM 61174X109 20,981 360,000 SH   SOLE 360,000 0 0
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MOTORCAR PTS AMER INC COM 620071100 4,104 175,000 SH   SOLE 175,000 0 0
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MPLX LP COM UNIT REP LTD 55336V100 28,233 814,100 SH   SOLE 814,100 0 0
MSCI INC COM 55354G100 7,398 41,700 SH   SOLE 41,700 0 0
MSG NETWORK INC CL A 553573106 17,544 680,000 SH   SOLE 680,000 0 0
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MYLAN N V SHS EURO N59465109 21,164 578,255 SH   SOLE 578,255 0 0
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NATIONAL CINEMEDIA INC COM 635309107 19,486 1,840,000 SH   SOLE 1,840,000 0 0
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NATIONAL INSTRS CORP COM 636518102 4,480 92,700 SH   SOLE 92,700 0 0
NATIONAL OILWELL VARCO INC COM 637071101 8,047 186,800 SH   SOLE 186,800 0 0
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NETAPP INC COM 64110D104 24,908 290,000 SH   SOLE 290,000 0 0
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NETFLIX INC COM 64110L106 56,120 150,000 SH   SOLE 150,000 0 0
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NEWS CORP NEW CL A 65249B109 2,968 225,000 SH   SOLE 225,000 0 0
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NIKE INC CL B 654106103 26,390 311,500 SH   SOLE 311,500 0 0
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NOAH HLDGS LTD SPON ADS CL A 65487X102 991 23,524 SH   SOLE 23,524 0 0
NOBLE CORP PLC SHS USD G65431101 1,037 147,500 SH   SOLE 147,500 0 0
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NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 2,935 82,900 SH   SOLE 82,900 0 0
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NXP SEMICONDUCTORS N V COM N6596X109 34,072 398,500 SH   SOLE 398,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 11,375 32,750 SH   SOLE 32,750 0 0
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OCLARO INC COM NEW 67555N206 10,728 1,200,000 SH   SOLE 1,200,000 0 0
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OKTA INC CL A 679295105 8,531 121,250 SH   SOLE 121,250 0 0
OLD DOMINION FGHT LINES INC COM 679580100 3,225 20,000 SH   SOLE 20,000 0 0
OLIN CORP COM PAR $1 680665205 5,521 215,000 SH   SOLE 215,000 0 0
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ON SEMICONDUCTOR CORP COM 682189105 31,331 1,700,000 SH   SOLE 1,700,000 0 0
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OPTINOSE INC COM 68404V100 1,125 90,474 SH   SOLE 90,474 0 0
ORACLE CORP COM 68389X105 60,109 1,165,800 SH   SOLE 1,165,800 0 0
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P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 5,114 208,900 SH   SOLE 208,900 0 0
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PARK HOTELS RESORTS INC COM 700517105 5,020 152,943 SH   SOLE 152,943 0 0
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PETIQ INC COM CL A 71639T106 39,310 1,000,000 SH   SOLE 1,000,000 0 0
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RH COM 74967X103 4,585 35,000 SH   SOLE 35,000 0 0
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STRYKER CORP COM 863667101 7,996 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 848 537,000 SH   SOLE 537,000 0 0
SUMMIT HOTEL PPTYS INC COM 866082100 2,993 221,200 SH   SOLE 221,200 0 0
SUMMIT MATLS INC CL A 86614U100 12,004 660,280 SH   SOLE 660,280 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 2,377 166,200 SH   SOLE 166,200 0 0
SUN CMNTYS INC COM 866674104 25,548 251,600 SH   SOLE 251,600 0 0
SUNOCO LP COM U REP LP 86765K109 3,200 108,300 SH   SOLE 108,300 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,727 105,584 SH   SOLE 105,584 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,461 150,000 SH   SOLE 150,000 0 0
SVB FINL GROUP COM 78486Q101 83,613 269,000 SH   SOLE 269,000 0 0
SYNCHRONY FINL COM 87165B103 57,984 1,865,648 SH   SOLE 1,865,648 0 0
SYNOPSYS INC COM 871607107 9,545 96,800 SH   SOLE 96,800 0 0
SYSCO CORP COM 871829107 22,561 308,000 SH   SOLE 308,000 0 0
T MOBILE US INC COM 872590104 14,036 200,000 SH   SOLE 200,000 0 0
TAILORED BRANDS INC COM 87403A107 1,637 65,000 SH   SOLE 65,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 136,183 3,083,841 SH   SOLE 3,083,841 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,900 50,000 SH   SOLE 50,000 0 0
TAL ED GROUP SPONSORED ADS 874080104 5,433 211,314 SH   SOLE 211,314 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 6,244 264,800 SH   SOLE 264,800 0 0
TAPESTRY INC COM 876030107 5,027 100,000 SH   SOLE 100,000 0 0
TARGET CORP COM 87612E106 24,953 282,880 SH   SOLE 282,880 0 0
TASEKO MINES LTD COM 876511106 52 65,362 SH   SOLE 65,362 0 0
TAUBMAN CTRS INC COM 876664103 598 10,000 SH   SOLE 10,000 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 3,494 115,200 SH   SOLE 115,200 0 0
TCG BDC INC COM 872280102 10,855 650,000 SH   SOLE 650,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 14,139 160,800 SH   SOLE 160,800 0 0
TELADOC HEALTH INC COM 87918A105 3,886 45,000 SH   SOLE 45,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 8,252 847,995 SH   SOLE 847,995 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 7,471 262,500 SH   SOLE 262,500 0 0
TERADYNE INC COM 880770102 5,917 160,000 SH   SOLE 160,000 0 0
TERRENO RLTY CORP COM 88146M101 6,787 180,000 SH   SOLE 180,000 0 0
TESARO INC COM 881569107 10,923 280,000 SH   SOLE 280,000 0 0
TESLA INC COM 88160R101 13,239 50,000 SH   SOLE 50,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 9,478 440,000 SH   SOLE 440,000 0 0
TEXAS INSTRS INC COM 882508104 60,404 563,000 SH   SOLE 563,000 0 0
TEXTRON INC COM 883203101 23,156 324,000 SH   SOLE 324,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 8,673 265,459 SH   SOLE 265,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 23,188 95,000 SH   SOLE 95,000 0 0
THERMON GROUP HLDGS INC COM 88362T103 1,289 50,000 SH   SOLE 50,000 0 0
THOR INDS INC COM 885160101 55,242 660,000 SH   SOLE 660,000 0 0
TIER REIT INC COM NEW 88650V208 3,338 138,500 SH   SOLE 138,500 0 0
TIFFANY & CO NEW COM 886547108 30,929 239,817 SH   SOLE 239,817 0 0
TITAN INTL INC ILL COM 88830M102 6,678 900,000 SH   SOLE 900,000 0 0
TJX COS INC NEW COM 872540109 26,437 236,000 SH   SOLE 236,000 0 0
TOLL BROTHERS INC COM 889478103 23,526 712,250 SH   SOLE 712,250 0 0
TOOTSIE ROLL INDS INC COM 890516107 2,764 94,493 SH   SOLE 94,493 0 0
TOTAL SYS SVCS INC COM 891906109 5,500 55,700 SH   SOLE 55,700 0 0
TPG SPECIALTY LENDING INC COM 87265K102 87,677 4,300,000 SH   SOLE 4,300,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,862 5,000 SH   SOLE 5,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,614 115,700 SH   SOLE 115,700 0 0
TRAVELCENTERS AMER LLC COM 894174101 7,239 1,270,000 SH   SOLE 1,270,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 20,312 156,595 SH   SOLE 156,595 0 0
TRINITY MERGER CORP UNIT 05/11/2025 89653L205 1,025 100,000 SH   SOLE 100,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 20,038 860,000 SH   SOLE 860,000 0 0
TRUPANION INC COM 898202106 13,577 380,000 SH   SOLE 380,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,137 34,000 SH   SOLE 34,000 0 0
TUTOR PERINI CORP COM 901109108 4,136 220,000 SH   SOLE 220,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 109,968 2,400,000 SH   SOLE 2,400,000 0 0
TWITTER INC COM 90184L102 17,076 600,000 SH   SOLE 600,000 0 0
ULTA BEAUTY INC COM 90384S303 10,015 35,500 SH   SOLE 35,500 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 18,825 1,500,000 SH   SOLE 1,500,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 718 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 6,193 396,000 SH   SOLE 396,000 0 0
UNDER ARMOUR INC CL C 904311206 19,460 1,000,000 SH   SOLE 1,000,000 0 0
UNION PAC CORP COM 907818108 21,982 135,000 SH   SOLE 135,000 0 0
UNITED CONTL HLDGS INC COM 910047109 2,672 30,000 SH   SOLE 30,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 1,684 652,853 SH   SOLE 652,853 0 0
UNITED NAT FOODS INC COM 911163103 3,295 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 70,634 605,000 SH   SOLE 605,000 0 0
UNITED RENTALS INC COM 911363109 53,497 327,000 SH   SOLE 327,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 16,078 115,000 SH   SOLE 115,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 150,267 564,828 SH   SOLE 564,828 0 0
UNITI GROUP INC COM 91325V108 16,060 797,000 SH   SOLE 797,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 9,456 80,200 SH   SOLE 80,200 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 9,588 75,000 SH   SOLE 75,000 0 0
US BANCORP DEL COM NEW 902973304 49,096 929,671 SH   SOLE 929,671 0 0
VALE S A ADR 91912E105 15,879 1,070,029 SH   SOLE 1,070,029 0 0
VALERO ENERGY CORP NEW COM 91913Y100 27,198 239,100 SH   SOLE 239,100 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 6,313 292,800 SH   SOLE 292,800 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 1,967 49,112 SH   SOLE 49,112 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 96,816 1,200,000 SH   SOLE 1,200,000 0 0
VECTREN CORP COM 92240G101 1,430 20,000 SH   SOLE 20,000 0 0
VENTAS INC COM 92276F100 13,824 254,200 SH   SOLE 254,200 0 0
VEREIT INC COM 92339V100 6,164 849,000 SH   SOLE 849,000 0 0
VERISIGN INC COM 92343E102 4,996 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 8,125 67,400 SH   SOLE 67,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 189,079 3,541,468 SH   SOLE 3,541,468 0 0
VERSUM MATLS INC COM 92532W103 2,251 62,500 SH   SOLE 62,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 44,330 230,000 SH   SOLE 230,000 0 0
VIACOM INC NEW CL B 92553P201 61,443 1,820,000 SH   SOLE 1,820,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,480 237,103 SH   SOLE 237,103 0 0
VISA INC COM CL A 92826C839 324,570 2,162,500 SH   SOLE 2,162,500 0 0
VISTRA ENERGY CORP COM 92840M102 5,292 212,700 SH   SOLE 212,700 0 0
VORNADO RLTY TR SH BEN INT 929042109 16,089 220,400 SH   SOLE 220,400 0 0
VOYA FINL INC COM 929089100 17,385 350,000 SH   SOLE 350,000 0 0
W R BERKLEY CORPORATION COM 084423102 5,827 72,905 SH   SOLE 72,905 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 29,291 401,800 SH   SOLE 401,800 0 0
WALMART INC COM 931142103 124,806 1,329,000 SH   SOLE 1,329,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 329 45,050 SH   SOLE 45,050 0 0
WASTE MGMT INC DEL COM 94106L109 7,229 80,000 SH   SOLE 80,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 34,030 410,000 SH   SOLE 410,000 0 0
WAYFAIR INC CL A 94419L101 5,833 39,500 SH   SOLE 39,500 0 0
WEC ENERGY GROUP INC COM 92939U106 7,277 109,000 SH   SOLE 109,000 0 0
WEIBO CORP SPONSORED ADR 948596101 2,078 28,417 SH   SOLE 28,417 0 0
WELLS FARGO CO NEW COM 949746101 226,266 4,304,900 SH   SOLE 4,304,900 0 0
WELLTOWER INC COM 95040Q104 18,653 290,000 SH   SOLE 290,000 0 0
WERNER ENTERPRISES INC COM 950755108 6,010 170,000 SH   SOLE 170,000 0 0
WESTERN DIGITAL CORP COM 958102105 80,785 1,380,000 SH   SOLE 1,380,000 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 2,093 69,900 SH   SOLE 69,900 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 9,697 222,000 SH   SOLE 222,000 0 0
WESTROCK CO COM 96145D105 28,590 535,000 SH   SOLE 535,000 0 0
WEX INC COM 96208T104 6,725 33,500 SH   SOLE 33,500 0 0
WEYERHAEUSER CO COM 962166104 7,261 225,000 SH   SOLE 225,000 0 0
WHIRLPOOL CORP COM 963320106 11,252 94,750 SH   SOLE 94,750 0 0
WIDEOPENWEST INC COM 96758W101 6,726 600,000 SH   SOLE 600,000 0 0
WILLIAMS COS INC DEL COM 969457100 46,209 1,699,459 SH   SOLE 1,699,459 0 0
WIX COM LTD SHS M98068105 1,545 12,907 SH   SOLE 12,907 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 2,812 55,407 SH   SOLE 55,407 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 17,411 180,000 SH   SOLE 180,000 0 0
WORLDPAY INC CL A 981558109 8,223 81,200 SH   SOLE 81,200 0 0
WPX ENERGY INC COM 98212B103 6,275 311,900 SH   SOLE 311,900 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 1,301 30,000 SH   SOLE 30,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 3,376 60,750 SH   SOLE 60,750 0 0
XCEL BRANDS INC COM NEW 98400M101 1,291 549,419 SH   SOLE 549,419 0 0
XCEL ENERGY INC COM 98389B100 10,740 227,500 SH   SOLE 227,500 0 0
XENON PHARMACEUTICALS INC COM 98420N105 2,047 155,100 SH   SOLE 155,100 0 0
XEROX CORP COM NEW 984121608 22,933 850,000 SH   SOLE 850,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 5,826 377,100 SH   SOLE 377,100 0 0
YUM BRANDS INC COM 988498101 10,273 113,000 SH   SOLE 113,000 0 0
YUM CHINA HLDGS INC COM 98850P109 8,262 235,321 SH   SOLE 235,321 0 0
YY INC ADS REPCOM CLA 98426T106 2,848 38,010 SH   SOLE 38,010 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,861 140,000 SH   SOLE 140,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 41,597 316,397 SH   SOLE 316,397 0 0
ZOETIS INC CL A 98978V103 80,411 878,234 SH   SOLE 878,234 0 0
ZYNGA INC CL A 98986T108 5,170 1,289,300 SH   SOLE 1,289,300 0 0