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 4,679 94,100 SH   SOLE 94,100 0 0
3M CO COM 88579Y101 80,027 420,000 SH   SOLE 420,000 0 0
51JOB INC SP ADR REP COM 316827104 4,581 73,365 SH   SOLE 73,365 0 0
58 COM INC SPON ADR REP A 31680Q104 2,755 50,829 SH   SOLE 50,829 0 0
ABBOTT LABS COM 002824100 114,994 1,589,850 SH   SOLE 1,589,850 0 0
ABBVIE INC COM 00287Y109 121,691 1,320,000 SH   SOLE 1,320,000 0 0
ABM INDS INC COM 000957100 1,606 50,000 SH   SOLE 50,000 0 0
AC IMMUNE SA SHS H00263105 739 78,207 SH   SOLE 78,207 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 25,196 980,000 SH   SOLE 980,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 12,765 537,246 SH   SOLE 537,246 0 0
ACCELERON PHARMA INC COM 00434H108 2,308 53,000 SH   SOLE 53,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 32,404 229,800 SH   SOLE 229,800 0 0
ACCO BRANDS CORP COM 00081T108 1,437 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,402 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 45,801 983,500 SH   SOLE 983,500 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 798 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 66 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 138 24,000 SH   SOLE 24,000 0 0
ADOBE INC COM 00724F101 37,488 165,700 SH   SOLE 165,700 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,566 29,000 SH   SOLE 29,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 16,614 900,000 SH   SOLE 900,000 0 0
ADVANSIX INC COM 00773T101 380 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 41,340 1,560,000 SH   SOLE 1,560,000 0 0
AES CORP COM 00130H105 2,892 200,000 SH   SOLE 200,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 27,478 282,000 SH   SOLE 282,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 11,131 165,000 SH   SOLE 165,000 0 0
AGREE REALTY CORP COM 008492100 26,944 455,750 SH   SOLE 455,750 0 0
AIR PRODS & CHEMS INC COM 009158106 28,009 175,000 SH   SOLE 175,000 0 0
AK STL HLDG CORP COM 001547108 34,166 15,185,000 SH   SOLE 15,185,000 0 0
ALASKA AIR GROUP INC COM 011659109 36,814 605,000 SH   SOLE 605,000 0 0
ALBEMARLE CORP COM 012653101 43,544 565,000 SH   SOLE 565,000 0 0
ALCOA CORP COM 013872106 24,002 903,000 SH   SOLE 903,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 2,309 125,652 SH   SOLE 125,652 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 23,341 202,550 SH   SOLE 202,550 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 25,800 265,000 SH   SOLE 265,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 158,600 1,157,076 SH   SOLE 1,157,076 0 0
ALIGN TECHNOLOGY INC COM 016255101 23,037 110,000 SH   SOLE 110,000 0 0
ALKERMES PLC SHS G01767105 5,607 190,000 SH   SOLE 190,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,953 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 544 25,000 SH   SOLE 25,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,594 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 76,948 575,702 SH   SOLE 575,702 0 0
ALLIANT ENERGY CORP COM 018802108 2,958 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 675 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 21,571 261,054 SH   SOLE 261,054 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 5,833 80,000 SH   SOLE 80,000 0 0
ALPHABET INC CAP STK CL C 02079K107 638,972 617,000 SH   SOLE 617,000 0 0
ALTAIR ENGR INC COM CL A 021369103 1,655 60,000 SH   SOLE 60,000 0 0
ALTICE USA INC CL A 02156K103 2,378 143,961 SH   SOLE 143,961 0 0
ALTRIA GROUP INC COM 02209S103 84,062 1,702,000 SH   SOLE 1,702,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,005 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 5,784 425,000 SH   SOLE 425,000 0 0
AMAZON COM INC COM 023135106 767,507 511,000 SH   SOLE 511,000 0 0
AMBEV SA SPONSORED ADR 02319V103 12,290 3,135,173 SH   SOLE 3,135,173 0 0
AMEREN CORP COM 023608102 5,805 89,000 SH   SOLE 89,000 0 0
AMERESCO INC CL A 02361E108 1,763 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 18,722 1,313,842 SH   SOLE 1,313,842 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 9,633 300,000 SH   SOLE 300,000 0 0
AMERICAN ASSETS TR INC COM 024013104 18,879 470,000 SH   SOLE 470,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 3,053 275,000 SH   SOLE 275,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 12,251 296,001 SH   SOLE 296,001 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 3,595 186,000 SH   SOLE 186,000 0 0
AMERICAN ELEC PWR INC COM 025537101 43,312 579,500 SH   SOLE 579,500 0 0
AMERICAN EXPRESS CO COM 025816109 35,554 373,000 SH   SOLE 373,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 3,896 196,250 SH   SOLE 196,250 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 29,242 742,000 SH   SOLE 742,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 69,762 441,000 SH   SOLE 441,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,362 15,000 SH   SOLE 15,000 0 0
AMERICOLD RLTY TR COM 03064D108 5,440 213,000 SH   SOLE 213,000 0 0
AMERIPRISE FINL INC COM 03076C106 49,785 477,000 SH   SOLE 477,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 14,880 200,000 SH   SOLE 200,000 0 0
AMGEN INC COM 031162100 52,645 270,431 SH   SOLE 270,431 0 0
ANADARKO PETE CORP COM 032511107 9,316 212,500 SH   SOLE 212,500 0 0
ANALOG DEVICES INC COM 032654105 12,703 148,000 SH   SOLE 148,000 0 0
ANAPTYSBIO INC COM 032724106 3,508 55,000 SH   SOLE 55,000 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 7,850 241,600 SH   SOLE 241,600 0 0
ANGIODYNAMICS INC COM 03475V101 1,308 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 5,289 37,000 SH   SOLE 37,000 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,164 104,100 SH   SOLE 104,100 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 3,185 148,900 SH   SOLE 148,900 0 0
ANTHEM INC COM 036752103 13,132 50,000 SH   SOLE 50,000 0 0
AON PLC SHS CL A G0408V102 36,340 250,000 SH   SOLE 250,000 0 0
APACHE CORP COM 037411105 45,896 1,748,400 SH   SOLE 1,748,400 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 9,851 224,500 SH   SOLE 224,500 0 0
APPLE INC COM 037833100 629,619 3,991,500 SH   SOLE 3,991,500 0 0
APPLIED MATLS INC COM 038222105 35,850 1,095,000 SH   SOLE 1,095,000 0 0
APTIV PLC SHS G6095L109 9,359 152,000 SH   SOLE 152,000 0 0
AQUA AMERICA INC COM 03836W103 2,564 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 2,860 284,000 SH   SOLE 284,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 27,139 1,015,668 SH   SOLE 1,015,668 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 7,621 186,026 SH   SOLE 186,026 0 0
ARCONIC INC COM 03965L100 37,935 2,250,000 SH   SOLE 2,250,000 0 0
ARQULE INC COM 04269E107 299 108,040 SH   SOLE 108,040 0 0
ASE TECHNOLOGY HOLDING CO LT SPONSORED ADS 00215W100 4,690 1,250,634 SH   SOLE 1,250,634 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 600 150,000 SH   SOLE 150,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,506 30,500 SH   SOLE 30,500 0 0
ASTEC INDS INC COM 046224101 42,568 1,410,000 SH   SOLE 1,410,000 0 0
AT&T INC COM 00206R102 310,201 10,869,000 SH   SOLE 10,869,000 0 0
ATHENAHEALTH INC COM 04685W103 9,235 70,000 SH   SOLE 70,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 264 13,487 SH   SOLE 13,487 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 46,409 1,100,000 SH   SOLE 1,100,000 0 0
ATMOS ENERGY CORP COM 049560105 2,318 25,000 SH   SOLE 25,000 0 0
ATTUNITY LTD SHS NEW M15332121 573 29,115 SH   SOLE 29,115 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 1,518 385,199 SH   SOLE 385,199 0 0
AUDIOCODES LTD ORD M15342104 314 31,736 SH   SOLE 31,736 0 0
AUTODESK INC COM 052769106 36,384 282,900 SH   SOLE 282,900 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,547 32,563 SH   SOLE 32,563 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 24,887 189,800 SH   SOLE 189,800 0 0
AUTOZONE INC COM 053332102 7,545 9,000 SH   SOLE 9,000 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 36 14,016 SH   SOLE 14,016 0 0
AVALONBAY CMNTYS INC COM 053484101 21,669 124,500 SH   SOLE 124,500 0 0
AVANOS MED INC COM 05350V106 829 18,500 SH   SOLE 18,500 0 0
AVERY DENNISON CORP COM 053611109 3,324 37,000 SH   SOLE 37,000 0 0
AVON PRODS INC COM 054303102 9,120 6,000,000 SH   SOLE 6,000,000 0 0
AXALTA COATING SYS LTD COM G0750C108 1,522 65,000 SH   SOLE 65,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 25 25,000 SH   SOLE 25,000 0 0
AZUL S A SPONSR ADR PFD 05501U106 1,663 60,073 SH   SOLE 60,073 0 0
BAIDU INC SPON ADR REP A 056752108 51,317 323,556 SH   SOLE 323,556 0 0
BAKER HUGHES A GE CO CL A 05722G100 33,398 1,553,400 SH   SOLE 1,553,400 0 0
BALL CORP COM 058498106 11,495 250,000 SH   SOLE 250,000 0 0
BALLANTYNE STRONG INC COM 058516105 552 480,000 SH   SOLE 480,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 4,646 469,775 SH   SOLE 469,775 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 9,739 325,707 SH   SOLE 325,707 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 3,179 83,451 SH   SOLE 83,451 0 0
BANK AMER CORP COM 060505104 322,020 13,069,000 SH   SOLE 13,069,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 28,203 599,167 SH   SOLE 599,167 0 0
BAOZUN INC SPONSORED ADR 06684L103 1,961 67,143 SH   SOLE 67,143 0 0
BARINGS BDC INC COM 06759L103 2,234 247,902 SH   SOLE 247,902 0 0
BAXTER INTL INC COM 071813109 36,201 550,000 SH   SOLE 550,000 0 0
BB&T CORP COM 054937107 11,393 263,000 SH   SOLE 263,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 1,104 97,406 SH   SOLE 97,406 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 1,050 280,000 SH   SOLE 280,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 3,413 360,000 SH   SOLE 360,000 0 0
BECTON DICKINSON & CO COM 075887109 22,391 99,374 SH   SOLE 99,374 0 0
BEL FUSE INC CL B 077347300 1,566 85,000 SH   SOLE 85,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 29,070 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 144,968 710,000 SH   SOLE 710,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,318 175,000 SH   SOLE 175,000 0 0
BIOGEN INC COM 09062X103 92,830 308,485 SH   SOLE 308,485 0 0
BLACK HILLS CORP COM 092113109 1,004 16,000 SH   SOLE 16,000 0 0
BLACKROCK INC COM 09247X101 41,050 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 23,848 800,000 SH   SOLE 800,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 992 110,000 SH   SOLE 110,000 0 0
BMC STK HLDGS INC COM 05591B109 542 35,000 SH   SOLE 35,000 0 0
BOEING CO COM 097023105 127,388 395,000 SH   SOLE 395,000 0 0
BOOKING HLDGS INC COM 09857L108 25,836 15,000 SH   SOLE 15,000 0 0
BORGWARNER INC COM 099724106 4,343 125,000 SH   SOLE 125,000 0 0
BOSTON PROPERTIES INC COM 101121101 18,459 164,000 SH   SOLE 164,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 17,317 490,000 SH   SOLE 490,000 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 3,497 225,000 SH   SOLE 225,000 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 3,478 389,500 SH   SOLE 389,500 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 5,219 405,500 SH   SOLE 405,500 0 0
BRIGHTCOVE INC COM 10921T101 704 100,000 SH   SOLE 100,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 25,728 844,090 SH   SOLE 844,090 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 110,818 2,131,938 SH   SOLE 2,131,938 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,938 200,000 SH   SOLE 200,000 0 0
BROADCOM INC COM 11135F101 55,815 219,500 SH   SOLE 219,500 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,619 94,369 SH   SOLE 94,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 3,224 200,000 SH   SOLE 200,000 0 0
BROOKFIELD PROPERTY REIT INC CL A 11282X103 5,355 332,600 SH   SOLE 332,600 0 0
BRT APARTMENTS CORP COM 055645303 1,247 109,000 SH   SOLE 109,000 0 0
BSQUARE CORP COM NEW 11776U300 239 154,500 SH   SOLE 154,500 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 10,358 357,300 SH   SOLE 357,300 0 0
BURLINGTON STORES INC COM 122017106 21,879 134,500 SH   SOLE 134,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,294 60,000 SH   SOLE 60,000 0 0
CABOT CORP COM 127055101 859 20,000 SH   SOLE 20,000 0 0
CABOT OIL & GAS CORP COM 127097103 6,370 285,000 SH   SOLE 285,000 0 0
CACTUS INC CL A 127203107 4,112 150,000 SH   SOLE 150,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,487 172,200 SH   SOLE 172,200 0 0
CALAVO GROWERS INC COM 128246105 17,146 235,000 SH   SOLE 235,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,192 25,000 SH   SOLE 25,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 3,698 42,000 SH   SOLE 42,000 0 0
CAMPBELL SOUP CO COM 134429109 8,577 260,000 SH   SOLE 260,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 2,878 250,900 SH   SOLE 250,900 0 0
CAMTEK LTD ORD M20791105 113 16,624 SH   SOLE 16,624 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,829 41,823 SH   SOLE 41,823 0 0
CAPITAL ONE FINL CORP COM 14040H105 41,575 550,000 SH   SOLE 550,000 0 0
CAPITAL SR LIVING CORP COM 140475104 1,224 180,000 SH   SOLE 180,000 0 0
CARBON BLACK INC COM 14081R103 134 10,000 SH   SOLE 10,000 0 0
CARDINAL HEALTH INC COM 14149Y108 6,690 150,000 SH   SOLE 150,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 427 15,000 SH   SOLE 15,000 0 0
CARLISLE COS INC COM 142339100 24,125 240,000 SH   SOLE 240,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 39,440 800,000 SH   SOLE 800,000 0 0
CARTERS INC COM 146229109 2,775 34,000 SH   SOLE 34,000 0 0
CATERPILLAR INC DEL COM 149123101 86,408 680,000 SH   SOLE 680,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 1,859 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 4,945 123,500 SH   SOLE 123,500 0 0
CBS CORP NEW CL B 124857202 94,436 2,160,000 SH   SOLE 2,160,000 0 0
CELCUITY INC COM 15102K100 1,439 60,000 SH   SOLE 60,000 0 0
CELGENE CORP COM 151020104 58,665 915,353 SH   SOLE 915,353 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 94 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 994 206,275 SH   SOLE 206,275 0 0
CENTENE CORP DEL COM 15135B101 1,793 15,550 SH   SOLE 15,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,392 191,000 SH   SOLE 191,000 0 0
CENTURY CMNTYS INC COM 156504300 686 39,745 SH   SOLE 39,745 0 0
CERAGON NETWORKS LTD ORD M22013102 344 91,077 SH   SOLE 91,077 0 0
CERIDIAN HCM HLDG INC COM 15677J108 1,035 30,000 SH   SOLE 30,000 0 0
CERNER CORP COM 156782104 8,915 170,000 SH   SOLE 170,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,961 35,000 SH   SOLE 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 6,785 66,100 SH   SOLE 66,100 0 0
CHENIERE ENERGY INC COM NEW 16411R208 44,393 750,000 SH   SOLE 750,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 7,133 197,600 SH   SOLE 197,600 0 0
CHESAPEAKE ENERGY CORP COM 165167107 10,080 4,800,000 SH   SOLE 4,800,000 0 0
CHESAPEAKE ENERGY CORP NOTE 5.500% 9/1 165167CY1 60 75,000 SH   SOLE 75,000 0 0
CHEVRON CORP NEW COM 166764100 159,998 1,470,700 SH   SOLE 1,470,700 0 0
CHILDRENS PL INC COM 168905107 1,351 15,000 SH   SOLE 15,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 22,445 467,609 SH   SOLE 467,609 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,023 7,000 SH   SOLE 7,000 0 0
CHUBB LIMITED COM H1467J104 36,573 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 4,439 124,032 SH   SOLE 124,032 0 0
CHURCH & DWIGHT INC COM 171340102 23,016 350,000 SH   SOLE 350,000 0 0
CIENA CORP COM NEW 171779309 28,654 845,000 SH   SOLE 845,000 0 0
CIGNA CORP NEW COM 125523100 86,446 455,173 SH   SOLE 455,173 0 0
CIMAREX ENERGY CO COM 171798101 1,862 30,200 SH   SOLE 30,200 0 0
CINEMARK HOLDINGS INC COM 17243V102 10,024 280,000 SH   SOLE 280,000 0 0
CISCO SYS INC COM 17275R102 199,535 4,605,000 SH   SOLE 4,605,000 0 0
CITIGROUP INC COM NEW 172967424 158,991 3,054,000 SH   SOLE 3,054,000 0 0
CITIZENS FINL GROUP INC COM 174610105 20,811 700,000 SH   SOLE 700,000 0 0
CITRIX SYS INC COM 177376100 5,051 49,300 SH   SOLE 49,300 0 0
CITY OFFICE REIT INC COM 178587101 3,486 340,000 SH   SOLE 340,000 0 0
CLIPPER RLTY INC COM 18885T306 2,555 195,500 SH   SOLE 195,500 0 0
CLOROX CO DEL COM 189054109 7,245 47,000 SH   SOLE 47,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 5,208 290,000 SH   SOLE 290,000 0 0
CME GROUP INC COM CL A 12572Q105 33,862 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 11,842 238,500 SH   SOLE 238,500 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,142 100,000 SH   SOLE 100,000 0 0
COCA COLA CO COM 191216100 85,704 1,810,000 SH   SOLE 1,810,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 6,995 152,563 SH   SOLE 152,563 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 377 6,200 SH   SOLE 6,200 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 20,797 460,000 SH   SOLE 460,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,866 92,400 SH   SOLE 92,400 0 0
COLGATE PALMOLIVE CO COM 194162103 43,093 724,000 SH   SOLE 724,000 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 208 3,787 SH   SOLE 3,787 0 0
COLONY CAP INC NEW CL A COM 19626G108 3,866 825,885 SH   SOLE 825,885 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 1,296 67,000 SH   SOLE 67,000 0 0
COMCAST CORP NEW CL A 20030N101 132,795 3,900,000 SH   SOLE 3,900,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 758 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 8,606 298,500 SH   SOLE 298,500 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,771 109,195 SH   SOLE 109,195 0 0
COMSCORE INC COM 20564W105 22,655 1,570,000 SH   SOLE 1,570,000 0 0
CONAGRA BRANDS INC COM 205887102 62,749 2,937,709 SH   SOLE 2,937,709 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 502 40,000 SH   SOLE 40,000 0 0
CONOCOPHILLIPS COM 20825C104 82,994 1,331,100 SH   SOLE 1,331,100 0 0
CONSOLIDATED EDISON INC COM 209115104 4,435 58,000 SH   SOLE 58,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,257 70,000 SH   SOLE 70,000 0 0
CONTROL4 CORP COM 21240D107 17,600 1,000,000 SH   SOLE 1,000,000 0 0
CORNING INC COM 219350105 12,996 430,200 SH   SOLE 430,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 37,075 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 7,216 1,100,000 SH   SOLE 1,100,000 0 0
COUPA SOFTWARE INC COM 22266L106 2,068 32,900 SH   SOLE 32,900 0 0
COUSINS PPTYS INC COM 222795106 1,580 200,000 SH   SOLE 200,000 0 0
COVANTA HLDG CORP COM 22282E102 403 30,000 SH   SOLE 30,000 0 0
CRAY INC COM NEW 225223304 32,385 1,500,000 SH   SOLE 1,500,000 0 0
CREDICORP LTD COM G2519Y108 26,477 119,445 SH   SOLE 119,445 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 4,209 150,800 SH   SOLE 150,800 0 0
CROCS INC COM 227046109 1,169 45,000 SH   SOLE 45,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 81,473 750,000 SH   SOLE 750,000 0 0
CROWN HOLDINGS INC COM 228368106 6,859 165,000 SH   SOLE 165,000 0 0
CSX CORP COM 126408103 746 12,000 SH   SOLE 12,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 6,737 248,947 SH   SOLE 248,947 0 0
CUBESMART COM 229663109 13,663 476,250 SH   SOLE 476,250 0 0
CUBIC CORP COM 229669106 61,801 1,150,000 SH   SOLE 1,150,000 0 0
CUMMINS INC COM 231021106 13,364 100,000 SH   SOLE 100,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 2,160 149,250 SH   SOLE 149,250 0 0
CVS HEALTH CORP COM 126650100 37,393 570,713 SH   SOLE 570,713 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 2,774 37,409 SH   SOLE 37,409 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 26,715 2,100,250 SH   SOLE 2,100,250 0 0
CYRUSONE INC COM 23283R100 16,276 307,800 SH   SOLE 307,800 0 0
D R HORTON INC COM 23331A109 3,795 109,500 SH   SOLE 109,500 0 0
DANA INCORPORATED COM 235825205 2,045 150,000 SH   SOLE 150,000 0 0
DANAHER CORP DEL COM 235851102 16,499 160,000 SH   SOLE 160,000 0 0
DARDEN RESTAURANTS INC COM 237194105 5,093 51,000 SH   SOLE 51,000 0 0
DASEKE INC COM 23753F107 2,392 650,000 SH   SOLE 650,000 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 5,918 223,400 SH   SOLE 223,400 0 0
DEERE & CO COM 244199105 41,022 275,000 SH   SOLE 275,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 49,900 1,000,000 SH   SOLE 1,000,000 0 0
DENBURY RES INC COM NEW 247916208 628 367,209 SH   SOLE 367,209 0 0
DENTSPLY SIRONA INC COM 24906P109 4,279 115,000 SH   SOLE 115,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 26,958 1,196,000 SH   SOLE 1,196,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 746 79,000 SH   SOLE 79,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,687 28,989 SH   SOLE 28,989 0 0
DIGI INTL INC COM 253798102 1,463 145,000 SH   SOLE 145,000 0 0
DIGITAL RLTY TR INC COM 253868103 17,112 160,600 SH   SOLE 160,600 0 0
DISCOVER FINL SVCS COM 254709108 12,356 209,500 SH   SOLE 209,500 0 0
DISCOVERY INC COM SER C 25470F302 15,233 660,000 SH   SOLE 660,000 0 0
DISH NETWORK CORP CL A 25470M109 27,218 1,090,000 SH   SOLE 1,090,000 0 0
DISNEY WALT CO COM DISNEY 254687106 156,800 1,430,000 SH   SOLE 1,430,000 0 0
DOLLAR GEN CORP NEW COM 256677105 16,428 152,000 SH   SOLE 152,000 0 0
DOLLAR TREE INC COM 256746108 24,296 269,000 SH   SOLE 269,000 0 0
DOMINION ENERGY INC COM 25746U109 20,366 285,000 SH   SOLE 285,000 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 1,505 83,400 SH   SOLE 83,400 0 0
DOUGLAS EMMETT INC COM 25960P109 5,273 154,500 SH   SOLE 154,500 0 0
DOVER MOTORSPORTS INC COM 260174107 442 235,000 SH   SOLE 235,000 0 0
DOWDUPONT INC COM 26078J100 117,121 2,190,000 SH   SOLE 2,190,000 0 0
DROPBOX INC CL A 26210C104 14,914 730,000 SH   SOLE 730,000 0 0
DTE ENERGY CO COM 233331107 6,067 55,000 SH   SOLE 55,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 21,230 246,000 SH   SOLE 246,000 0 0
DUKE REALTY CORP COM NEW 264411505 777 30,000 SH   SOLE 30,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 12,824 200,000 SH   SOLE 200,000 0 0
DXC TECHNOLOGY CO COM 23355L106 17,522 329,542 SH   SOLE 329,542 0 0
EAST WEST BANCORP INC COM 27579R104 4,353 100,000 SH   SOLE 100,000 0 0
EASTMAN CHEM CO COM 277432100 366 5,000 SH   SOLE 5,000 0 0
EATON CORP PLC SHS G29183103 2,746 40,000 SH   SOLE 40,000 0 0
EBAY INC COM 278642103 12,912 460,000 SH   SOLE 460,000 0 0
ECHOSTAR CORP CL A 278768106 28,458 775,000 SH   SOLE 775,000 0 0
ECOLAB INC COM 278865100 30,944 210,000 SH   SOLE 210,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 1,323 83,300 SH   SOLE 83,300 0 0
EDISON INTL COM 281020107 9,367 165,000 SH   SOLE 165,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 13,540 88,400 SH   SOLE 88,400 0 0
ELECTRONIC ARTS INC COM 285512109 26,285 333,099 SH   SOLE 333,099 0 0
EMERALD EXPOSITIONS EVENTS I COM 29103B100 2,777 225,000 SH   SOLE 225,000 0 0
EMERSON ELEC CO COM 291011104 5,676 95,000 SH   SOLE 95,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,196 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 5,725 423,100 SH   SOLE 423,100 0 0
ENBRIDGE INC COM 29250N105 6,420 206,574 SH   SOLE 206,574 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 842 94,416 SH   SOLE 94,416 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 632 14,000 SH   SOLE 14,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 27,566 2,086,720 SH   SOLE 2,086,720 0 0
ENSCO PLC SHS CLASS A G3157S106 508 142,600 SH   SOLE 142,600 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 4,259 746,038 SH   SOLE 746,038 0 0
ENTERGY CORP NEW COM 29364G103 11,430 132,800 SH   SOLE 132,800 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 33,615 1,367,000 SH   SOLE 1,367,000 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 6,140 2,110,000 SH   SOLE 2,110,000 0 0
EOG RES INC COM 26875P101 23,503 269,500 SH   SOLE 269,500 0 0
EPR PPTYS COM SH BEN INT 26884U109 89,305 1,394,750 SH   SOLE 1,394,750 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 6,981 161,400 SH   SOLE 161,400 0 0
EQT CORP COM 26884L109 1,889 100,000 SH   SOLE 100,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 26,608 75,470 SH   SOLE 75,470 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 1,602 80,000 SH   SOLE 80,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 6,753 225,000 SH   SOLE 225,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 7,576 78,000 SH   SOLE 78,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,709 56,200 SH   SOLE 56,200 0 0
EROS INTL PLC SHS NEW G3788M114 21,305 2,570,000 SH   SOLE 2,570,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 1,696 36,875 SH   SOLE 36,875 0 0
ESSEX PPTY TR INC COM 297178105 35,055 142,961 SH   SOLE 142,961 0 0
EVEREST RE GROUP LTD COM G3223R108 15,243 70,000 SH   SOLE 70,000 0 0
EVERGY INC COM 30034W106 3,395 59,810 SH   SOLE 59,810 0 0
EVERSOURCE ENERGY COM 30040W108 6,829 105,000 SH   SOLE 105,000 0 0
EVO PMTS INC CL A COM 26927E104 740 30,000 SH   SOLE 30,000 0 0
EXELON CORP COM 30161N101 19,348 429,000 SH   SOLE 429,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 18,101 200,050 SH   SOLE 200,050 0 0
EXTREME NETWORKS INC COM 30226D106 8,540 1,400,000 SH   SOLE 1,400,000 0 0
EXXON MOBIL CORP COM 30231G102 267,230 3,918,900 SH   SOLE 3,918,900 0 0
F M C CORP COM NEW 302491303 15,457 209,000 SH   SOLE 209,000 0 0
FACEBOOK INC CL A 30303M102 406,379 3,100,000 SH   SOLE 3,100,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 12,489 105,800 SH   SOLE 105,800 0 0
FEDEX CORP COM 31428X106 66,145 410,000 SH   SOLE 410,000 0 0
FIBROGEN INC COM 31572Q808 817 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 9,240 90,100 SH   SOLE 90,100 0 0
FINISAR CORP COM NEW 31787A507 22,896 1,060,000 SH   SOLE 1,060,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 20,292 1,200,000 SH   SOLE 1,200,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 9,559 110,000 SH   SOLE 110,000 0 0
FIRSTENERGY CORP COM 337932107 5,257 140,000 SH   SOLE 140,000 0 0
FIVE BELOW INC COM 33829M101 18,571 181,500 SH   SOLE 181,500 0 0
FLEX LTD ORD Y2573F102 6,282 825,537 SH   SOLE 825,537 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 855 33,000 SH   SOLE 33,000 0 0
FLUOR CORP NEW COM 343412102 9,016 280,000 SH   SOLE 280,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 19,756 229,584 SH   SOLE 229,584 0 0
FOOT LOCKER INC COM 344849104 2,820 53,000 SH   SOLE 53,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 13,770 1,800,000 SH   SOLE 1,800,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 760 20,000 SH   SOLE 20,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 31,703 3,075,000 SH   SOLE 3,075,000 0 0
FRESHPET INC COM 358039105 8,362 260,000 SH   SOLE 260,000 0 0
GARRETT MOTION INC COM 366505105 401 32,500 SH   SOLE 32,500 0 0
GARTNER INC COM 366651107 5,983 46,800 SH   SOLE 46,800 0 0
GAZIT GLOBE LTD SHS M4793C102 2,516 362,500 SH   SOLE 362,500 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 6,634 287,285 SH   SOLE 287,285 0 0
GENERAL DYNAMICS CORP COM 369550108 69,958 445,000 SH   SOLE 445,000 0 0
GENERAL ELECTRIC CO COM 369604103 57,911 7,650,000 SH   SOLE 7,650,000 0 0
GENERAL MLS INC COM 370334104 11,749 301,720 SH   SOLE 301,720 0 0
GENERAL MTRS CO COM 37045V100 100,417 3,002,000 SH   SOLE 3,002,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 5,253 284,426 SH   SOLE 284,426 0 0
GENPACT LIMITED SHS G3922B107 5,153 190,929 SH   SOLE 190,929 0 0
GENWORTH FINL INC COM CL A 37247D106 5,126 1,100,000 SH   SOLE 1,100,000 0 0
GERON CORP COM 374163103 505 505,000 SH   SOLE 505,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 5,620 201,500 SH   SOLE 201,500 0 0
GILEAD SCIENCES INC COM 375558103 86,006 1,375,000 SH   SOLE 1,375,000 0 0
GLADSTONE LD CORP COM 376549101 3,329 290,000 SH   SOLE 290,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 5,227 588,000 SH   SOLE 588,000 0 0
GLOBAL PMTS INC COM 37940X102 6,538 63,400 SH   SOLE 63,400 0 0
GLOBANT S A COM L44385109 2,371 42,098 SH   SOLE 42,098 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 1,241 114,900 SH   SOLE 114,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 75,590 452,500 SH   SOLE 452,500 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 1,305 16,000 SH   SOLE 16,000 0 0
GRANITE CONSTR INC COM 387328107 8,660 215,000 SH   SOLE 215,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 532 50,000 SH   SOLE 50,000 0 0
GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 3,893 286,895 SH   SOLE 286,895 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 922 71,000 SH   SOLE 71,000 0 0
GREIF INC CL B 397624206 2,753 62,000 SH   SOLE 62,000 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,756 139,600 SH   SOLE 139,600 0 0
GSV CAP CORP COM 36191J101 8,352 1,600,000 SH   SOLE 1,600,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 47,580 3,000,000 SH   SOLE 3,000,000 0 0
HALLIBURTON CO COM 406216101 11,996 451,300 SH   SOLE 451,300 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 3,731 255,000 SH   SOLE 255,000 0 0
HANESBRANDS INC COM 410345102 1,253 100,000 SH   SOLE 100,000 0 0
HARSCO CORP COM 415864107 16,682 840,000 SH   SOLE 840,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 7,645 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 14,625 180,000 SH   SOLE 180,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 9,155 250,000 SH   SOLE 250,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 6,603 250,000 SH   SOLE 250,000 0 0
HCP INC COM 40414L109 10,893 390,000 SH   SOLE 390,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 6,566 175,000 SH   SOLE 175,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 76,423 737,741 SH   SOLE 737,741 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 12,296 460,000 SH   SOLE 460,000 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 7,075 279,500 SH   SOLE 279,500 0 0
HECLA MNG CO COM 422704106 22,184 9,400,000 SH   SOLE 9,400,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 866 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 4,506 94,000 SH   SOLE 94,000 0 0
HESS CORP COM 42809H107 4,532 111,900 SH   SOLE 111,900 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 6,345 373,700 SH   SOLE 373,700 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 6,605 500,000 SH   SOLE 500,000 0 0
HEXCEL CORP NEW COM 428291108 2,867 50,000 SH   SOLE 50,000 0 0
HFF INC CL A 40418F108 481 14,500 SH   SOLE 14,500 0 0
HIGHWOODS PPTYS INC COM 431284108 1,528 39,500 SH   SOLE 39,500 0 0
HILTON GRAND VACATIONS INC COM 43283X105 1,652 62,600 SH   SOLE 62,600 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 24,510 341,366 SH   SOLE 341,366 0 0
HOLLYFRONTIER CORP COM 436106108 4,233 82,800 SH   SOLE 82,800 0 0
HOLOGIC INC COM 436440101 4,981 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 205,926 1,198,500 SH   SOLE 1,198,500 0 0
HONEYWELL INTL INC COM 438516106 42,939 325,000 SH   SOLE 325,000 0 0
HORTONWORKS INC COM 440894103 6,201 430,000 SH   SOLE 430,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,009 240,500 SH   SOLE 240,500 0 0
HOWARD HUGHES CORP COM 44267D107 47,316 484,704 SH   SOLE 484,704 0 0
HP INC COM 40434L105 24,012 1,173,600 SH   SOLE 1,173,600 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 2,069 72,283 SH   SOLE 72,283 0 0
HUDSON LTD COM CL A G46408103 1,547 90,217 SH   SOLE 90,217 0 0
HUDSON PAC PPTYS INC COM 444097109 13,963 480,500 SH   SOLE 480,500 0 0
HUMANA INC COM 444859102 22,918 80,000 SH   SOLE 80,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 46,055 242,000 SH   SOLE 242,000 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 933 40,418 SH   SOLE 40,418 0 0
IAC INTERACTIVECORP COM 44919P508 10,982 60,000 SH   SOLE 60,000 0 0
ICICI BK LTD ADR 45104G104 9,559 928,984 SH   SOLE 928,984 0 0
IDACORP INC COM 451107106 931 10,000 SH   SOLE 10,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 15,203 120,000 SH   SOLE 120,000 0 0
ILLUMINA INC COM 452327109 56,987 190,000 SH   SOLE 190,000 0 0
INCYTE CORP COM 45337C102 7,949 125,000 SH   SOLE 125,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 8,474 923,100 SH   SOLE 923,100 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 2,852 145,000 SH   SOLE 145,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 37,296 3,917,653 SH   SOLE 3,917,653 0 0
INGERSOLL-RAND PLC SHS G47791101 9,123 100,000 SH   SOLE 100,000 0 0
INGEVITY CORP COM 45688C107 1,255 15,000 SH   SOLE 15,000 0 0
INTEGER HLDGS CORP COM 45826H109 9,151 120,000 SH   SOLE 120,000 0 0
INTEL CORP COM 458140100 129,011 2,749,000 SH   SOLE 2,749,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,156 95,000 SH   SOLE 95,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 73,647 647,900 SH   SOLE 647,900 0 0
INTERXION HOLDING N.V SHS N47279109 6,635 122,517 SH   SOLE 122,517 0 0
INTL PAPER CO COM 460146103 9,485 235,000 SH   SOLE 235,000 0 0
INTUIT COM 461202103 20,965 106,500 SH   SOLE 106,500 0 0
INVITATION HOMES INC COM 46187W107 22,654 1,128,192 SH   SOLE 1,128,192 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,406 100,000 SH   SOLE 100,000 0 0
IQVIA HLDGS INC COM 46266C105 2,230 19,200 SH   SOLE 19,200 0 0
IRON MTN INC NEW COM 46284V101 713 22,000 SH   SOLE 22,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 73,740 6,000,000 SH   SOLE 6,000,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 309,889 9,800,392 SH   SOLE 9,800,392 0 0
ISHARES INC MSCI RUSSIA ETF 46434G798 36,165 1,174,182 SH   SOLE 1,174,182 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,411 17,400 SH   SOLE 17,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598 282,323 8,467,985 SH   SOLE 8,467,985 0 0
ISHARES TR CORE MSCI EAFE 46432F842 66,026 1,200,471 SH   SOLE 1,200,471 0 0
ISHARES TR CORE MSCI EURO 46434V738 67,294 1,628,205 SH   SOLE 1,628,205 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 27,146 2,969,962 SH   SOLE 2,969,962 0 0
ITT INC COM 45073V108 5,551 115,000 SH   SOLE 115,000 0 0
JACK IN THE BOX INC COM 466367109 16,074 207,061 SH   SOLE 207,061 0 0
JAKKS PAC INC COM 47012E106 221 150,000 SH   SOLE 150,000 0 0
JBG SMITH PPTYS COM 46590V100 1,388 39,850 SH   SOLE 39,850 0 0
JD COM INC SPON ADR CL A 47215P106 16,894 807,152 SH   SOLE 807,152 0 0
JERNIGAN CAP INC COM 476405105 4,033 203,500 SH   SOLE 203,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 20,878 1,300,000 SH   SOLE 1,300,000 0 0
JOHNSON & JOHNSON COM 478160104 315,527 2,445,000 SH   SOLE 2,445,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 17,049 575,000 SH   SOLE 575,000 0 0
JPMORGAN CHASE & CO COM 46625H100 416,154 4,263,000 SH   SOLE 4,263,000 0 0
JUNIPER NETWORKS INC COM 48203R104 4,844 180,000 SH   SOLE 180,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 39,135 410,000 SH   SOLE 410,000 0 0
KAR AUCTION SVCS INC COM 48238T109 1,451 30,400 SH   SOLE 30,400 0 0
KBR INC COM 48242W106 24,668 1,625,000 SH   SOLE 1,625,000 0 0
KELLOGG CO COM 487836108 30,215 530,000 SH   SOLE 530,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 1,127 62,000 SH   SOLE 62,000 0 0
KEYCORP NEW COM 493267108 31,008 2,098,000 SH   SOLE 2,098,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,053 97,500 SH   SOLE 97,500 0 0
KILROY RLTY CORP COM 49427F108 9,432 150,000 SH   SOLE 150,000 0 0
KIMBERLY CLARK CORP COM 494368103 21,420 188,000 SH   SOLE 188,000 0 0
KIMCO RLTY CORP COM 49446R109 7,669 523,500 SH   SOLE 523,500 0 0
KINDER MORGAN INC DEL COM 49456B101 64,005 4,161,600 SH   SOLE 4,161,600 0 0
KLA-TENCOR CORP COM 482480100 7,696 86,000 SH   SOLE 86,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 22,563 900,000 SH   SOLE 900,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 19,937 1,170,000 SH   SOLE 1,170,000 0 0
KRAFT HEINZ CO COM 500754106 11,164 259,387 SH   SOLE 259,387 0 0
KRANESHARES TR BOSERA MSCI CH 500767405 6,218 254,208 SH   SOLE 254,208 0 0
KROGER CO COM 501044101 10,835 394,000 SH   SOLE 394,000 0 0
L BRANDS INC COM 501797104 1,720 67,000 SH   SOLE 67,000 0 0
L3 TECHNOLOGIES INC COM 502413107 53,835 310,000 SH   SOLE 310,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 31,969 253,000 SH   SOLE 253,000 0 0
LADDER CAP CORP CL A 505743104 2,661 172,000 SH   SOLE 172,000 0 0
LAM RESEARCH CORP COM 512807108 32,000 235,000 SH   SOLE 235,000 0 0
LAMB WESTON HLDGS INC COM 513272104 4,107 55,833 SH   SOLE 55,833 0 0
LAUDER ESTEE COS INC CL A 518439104 18,344 141,000 SH   SOLE 141,000 0 0
LAZYDAYS HLDGS INC COM 52110H100 3,951 731,627 SH   SOLE 731,627 0 0
LCI INDS COM 50189K103 17,114 256,200 SH   SOLE 256,200 0 0
LEGG MASON INC COM 524901105 27,551 1,080,000 SH   SOLE 1,080,000 0 0
LENDINGTREE INC NEW COM 52603B107 17,566 80,000 SH   SOLE 80,000 0 0
LENNAR CORP CL B 526057302 6,310 201,400 SH   SOLE 201,400 0 0
LGI HOMES INC COM 50187T106 10,627 235,000 SH   SOLE 235,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 17,234 240,000 SH   SOLE 240,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 19,136 520,000 SH   SOLE 520,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,698 100,000 SH   SOLE 100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 768 25,000 SH   SOLE 25,000 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 14,927 110,000 SH   SOLE 110,000 0 0
LILLY ELI & CO COM 532457108 189,965 1,641,596 SH   SOLE 1,641,596 0 0
LIMBACH HLDGS INC COM 53263P105 2,363 642,000 SH   SOLE 642,000 0 0
LIMONEIRA CO COM 532746104 4,418 226,000 SH   SOLE 226,000 0 0
LINCOLN NATL CORP IND COM 534187109 60,494 1,179,000 SH   SOLE 1,179,000 0 0
LINDE PLC COM G5494J103 3,121 20,000 SH   SOLE 20,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 2,254 140,000 SH   SOLE 140,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 9,672 650,000 SH   SOLE 650,000 0 0
LITHIA MTRS INC CL A 536797103 1,855 24,300 SH   SOLE 24,300 0 0
LIVENT CORP COM 53814L108 4,968 360,000 SH   SOLE 360,000 0 0
LKQ CORP COM 501889208 24,513 1,033,000 SH   SOLE 1,033,000 0 0
LOCKHEED MARTIN CORP COM 539830109 73,315 280,000 SH   SOLE 280,000 0 0
LOUISIANA PAC CORP COM 546347105 667 30,000 SH   SOLE 30,000 0 0
LOWES COS INC COM 548661107 21,705 235,000 SH   SOLE 235,000 0 0
LULULEMON ATHLETICA INC COM 550021109 5,618 46,200 SH   SOLE 46,200 0 0
LUMENTUM HLDGS INC COM 55024U109 23,946 570,000 SH   SOLE 570,000 0 0
LUXFER HOLDINGS PLC SHS G5698W116 212 12,043 SH   SOLE 12,043 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,158 50,000 SH   SOLE 50,000 0 0
MACK CALI RLTY CORP COM 554489104 1,273 65,000 SH   SOLE 65,000 0 0
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MACQUARIE INFRASTRUCTURE COR COM 55608B105 15,172 415,000 SH   SOLE 415,000 0 0
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MARSH & MCLENNAN COS INC COM 571748102 33,575 421,000 SH   SOLE 421,000 0 0
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MASTEC INC COM 576323109 30,420 750,000 SH   SOLE 750,000 0 0
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METLIFE INC COM 59156R108 45,412 1,106,000 SH   SOLE 1,106,000 0 0
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MICHAEL KORS HLDGS LTD SHS G60754101 20,098 530,000 SH   SOLE 530,000 0 0
MICHAELS COS INC COM 59408Q106 1,422 105,000 SH   SOLE 105,000 0 0
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 1,418 82,395 SH   SOLE 82,395 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 47,107 655,000 SH   SOLE 655,000 0 0
MICRON TECHNOLOGY INC COM 595112103 37,917 1,195,000 SH   SOLE 1,195,000 0 0
MICROSOFT CORP COM 594918104 831,787 8,189,300 SH   SOLE 8,189,300 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 8,493 88,750 SH   SOLE 88,750 0 0
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MONDELEZ INTL INC CL A 609207105 67,377 1,683,163 SH   SOLE 1,683,163 0 0
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MPLX LP COM UNIT REP LTD 55336V100 24,955 823,600 SH   SOLE 823,600 0 0
MSCI INC COM 55354G100 6,148 41,700 SH   SOLE 41,700 0 0
MSG NETWORK INC CL A 553573106 15,785 670,000 SH   SOLE 670,000 0 0
MURPHY OIL CORP COM 626717102 2,077 88,800 SH   SOLE 88,800 0 0
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NATIONAL INSTRS CORP COM 636518102 4,207 92,700 SH   SOLE 92,700 0 0
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NETAPP INC COM 64110D104 17,304 290,000 SH   SOLE 290,000 0 0
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NETFLIX INC COM 64110L106 53,532 200,000 SH   SOLE 200,000 0 0
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NIKE INC CL B 654106103 65,428 882,500 SH   SOLE 882,500 0 0
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O REILLY AUTOMOTIVE INC NEW COM 67103H107 11,277 32,750 SH   SOLE 32,750 0 0
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OCCIDENTAL PETE CORP DEL COM 674599105 29,395 478,900 SH   SOLE 478,900 0 0
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OLD DOMINION FGHT LINES INC COM 679580100 12,349 100,000 SH   SOLE 100,000 0 0
OLIN CORP COM PAR $1 680665205 4,324 215,000 SH   SOLE 215,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 7,349 110,500 SH   SOLE 110,500 0 0
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ON SEMICONDUCTOR CORP COM 682189105 28,067 1,700,000 SH   SOLE 1,700,000 0 0
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OPTINOSE INC COM 68404V100 561 90,474 SH   SOLE 90,474 0 0
ORACLE CORP COM 68389X105 77,469 1,715,800 SH   SOLE 1,715,800 0 0
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P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 5,475 208,900 SH   SOLE 208,900 0 0
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PENSKE AUTOMOTIVE GRP INC COM 70959W103 6,280 155,750 SH   SOLE 155,750 0 0
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PETIQ INC COM CL A 71639T106 25,348 1,080,000 SH   SOLE 1,080,000 0 0
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RH COM 74967X103 4,194 35,000 SH   SOLE 35,000 0 0
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SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 7,675 1,250,000 SH   SOLE 1,250,000 0 0
SYNCHRONY FINL COM 87165B103 36,730 1,565,648 SH   SOLE 1,565,648 0 0
SYNOPSYS INC COM 871607107 8,154 96,800 SH   SOLE 96,800 0 0
SYSCO CORP COM 871829107 19,299 308,000 SH   SOLE 308,000 0 0
TAILORED BRANDS INC COM 87403A107 1,023 75,000 SH   SOLE 75,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 117,276 3,177,346 SH   SOLE 3,177,346 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,147 50,000 SH   SOLE 50,000 0 0
TAL ED GROUP SPONSORED ADS 874080104 5,638 211,314 SH   SOLE 211,314 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 6,445 264,800 SH   SOLE 264,800 0 0
TAPESTRY INC COM 876030107 1,350 40,000 SH   SOLE 40,000 0 0
TARGET CORP COM 87612E106 18,696 282,880 SH   SOLE 282,880 0 0
TASEKO MINES LTD COM 876511106 31 65,362 SH   SOLE 65,362 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 3,700 115,200 SH   SOLE 115,200 0 0
TCG BDC INC COM 872280102 8,060 650,000 SH   SOLE 650,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 12,161 160,800 SH   SOLE 160,800 0 0
TELADOC HEALTH INC COM 87918A105 2,231 45,000 SH   SOLE 45,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 8,424 706,113 SH   SOLE 706,113 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 4,499 262,500 SH   SOLE 262,500 0 0
TERNIUM SA SPON ADR 880890108 2,154 79,500 SH   SOLE 79,500 0 0
TERRENO RLTY CORP COM 88146M101 6,331 180,000 SH   SOLE 180,000 0 0
TESARO INC COM 881569107 1,485 20,000 SH   SOLE 20,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 6,785 440,000 SH   SOLE 440,000 0 0
TEXAS INSTRS INC COM 882508104 53,204 563,000 SH   SOLE 563,000 0 0
TEXTRON INC COM 883203101 43,461 945,000 SH   SOLE 945,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 6,793 265,459 SH   SOLE 265,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 27,974 125,000 SH   SOLE 125,000 0 0
THERMON GROUP HLDGS INC COM 88362T103 1,014 50,000 SH   SOLE 50,000 0 0
THOR INDS INC COM 885160101 34,320 660,000 SH   SOLE 660,000 0 0
TIER REIT INC COM NEW 88650V208 3,064 148,500 SH   SOLE 148,500 0 0
TIFFANY & CO NEW COM 886547108 18,503 229,817 SH   SOLE 229,817 0 0
TITAN INTL INC ILL COM 88830M102 4,287 920,000 SH   SOLE 920,000 0 0
TJX COS INC NEW COM 872540109 21,117 472,000 SH   SOLE 472,000 0 0
TOLL BROTHERS INC COM 889478103 3,696 112,250 SH   SOLE 112,250 0 0
TOOTSIE ROLL INDS INC COM 890516107 3,156 94,493 SH   SOLE 94,493 0 0
TOTAL SYS SVCS INC COM 891906109 4,528 55,700 SH   SOLE 55,700 0 0
TPG SPECIALTY LENDING INC COM 87265K102 77,787 4,300,000 SH   SOLE 4,300,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,700 5,000 SH   SOLE 5,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 803 115,700 SH   SOLE 115,700 0 0
TRAVELCENTERS AMER LLC COM 894174101 4,738 1,260,000 SH   SOLE 1,260,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 18,752 156,595 SH   SOLE 156,595 0 0
TRINITY MERGER CORP UNIT 05/11/2025 89653L205 1,030 100,000 SH   SOLE 100,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 10,350 900,000 SH   SOLE 900,000 0 0
TRUPANION INC COM 898202106 12,221 480,000 SH   SOLE 480,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,073 34,000 SH   SOLE 34,000 0 0
TUTOR PERINI CORP COM 901109108 3,513 220,000 SH   SOLE 220,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 86,004 1,800,000 SH   SOLE 1,800,000 0 0
ULTA BEAUTY INC COM 90384S303 8,692 35,500 SH   SOLE 35,500 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 13,044 1,540,000 SH   SOLE 1,540,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 409 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 5,044 426,000 SH   SOLE 426,000 0 0
UNDER ARMOUR INC CL C 904311206 14,553 900,000 SH   SOLE 900,000 0 0
UNION PAC CORP COM 907818108 18,661 135,000 SH   SOLE 135,000 0 0
UNITED CONTL HLDGS INC COM 910047109 2,093 25,000 SH   SOLE 25,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 1,169 652,853 SH   SOLE 652,853 0 0
UNITED NAT FOODS INC COM 911163103 1,165 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 31,210 320,000 SH   SOLE 320,000 0 0
UNITED RENTALS INC COM 911363109 45,113 440,000 SH   SOLE 440,000 0 0
UNITED STATES STL CORP NEW COM 912909108 14,683 805,000 SH   SOLE 805,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 49,581 465,638 SH   SOLE 465,638 0 0
UNITEDHEALTH GROUP INC COM 91324P102 143,201 574,828 SH   SOLE 574,828 0 0
UNITI GROUP INC COM 91325V108 12,488 802,000 SH   SOLE 802,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 14,990 160,200 SH   SOLE 160,200 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,742 75,000 SH   SOLE 75,000 0 0
URBAN OUTFITTERS INC COM 917047102 2,556 76,999 SH   SOLE 76,999 0 0
US BANCORP DEL COM NEW 902973304 42,486 929,671 SH   SOLE 929,671 0 0
VALE S A ADR 91912E105 15,574 1,180,758 SH   SOLE 1,180,758 0 0
VALERO ENERGY CORP NEW COM 91913Y100 17,925 239,100 SH   SOLE 239,100 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 5,490 292,800 SH   SOLE 292,800 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 2,484 58,579 SH   SOLE 58,579 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 89,484 1,200,000 SH   SOLE 1,200,000 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 510,520 4,000,000 SH   SOLE 4,000,000 0 0
VECTREN CORP COM 92240G101 1,440 20,000 SH   SOLE 20,000 0 0
VENTAS INC COM 92276F100 15,597 266,200 SH   SOLE 266,200 0 0
VEREIT INC COM 92339V100 7,501 1,049,000 SH   SOLE 1,049,000 0 0
VERISIGN INC COM 92343E102 4,627 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 7,349 67,400 SH   SOLE 67,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 148,503 2,641,468 SH   SOLE 2,641,468 0 0
VERSUM MATLS INC COM 92532W103 1,733 62,500 SH   SOLE 62,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 38,113 230,000 SH   SOLE 230,000 0 0
VIACOM INC NEW CL B 92553P201 48,059 1,870,000 SH   SOLE 1,870,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 872 33,500 SH   SOLE 33,500 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,295 237,103 SH   SOLE 237,103 0 0
VISA INC COM CL A 92826C839 281,877 2,136,400 SH   SOLE 2,136,400 0 0
VISTRA ENERGY CORP COM 92840M102 4,869 212,700 SH   SOLE 212,700 0 0
VORNADO RLTY TR SH BEN INT 929042109 14,478 233,400 SH   SOLE 233,400 0 0
VOYA FINL INC COM 929089100 2,007 50,000 SH   SOLE 50,000 0 0
W R BERKLEY CORPORATION COM 084423102 5,388 72,905 SH   SOLE 72,905 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 27,455 401,800 SH   SOLE 401,800 0 0
WALMART INC COM 931142103 121,933 1,309,000 SH   SOLE 1,309,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 27,103 420,000 SH   SOLE 420,000 0 0
WAYFAIR INC CL A 94419L101 3,558 39,500 SH   SOLE 39,500 0 0
WEC ENERGY GROUP INC COM 92939U106 7,549 109,000 SH   SOLE 109,000 0 0
WEIBO CORP SPONSORED ADR 948596101 1,660 28,417 SH   SOLE 28,417 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 964 25,000 SH   SOLE 25,000 0 0
WELLS FARGO CO NEW COM 949746101 193,762 4,204,900 SH   SOLE 4,204,900 0 0
WELLTOWER INC COM 95040Q104 12,355 178,000 SH   SOLE 178,000 0 0
WESTERN DIGITAL CORP COM 958102105 53,607 1,450,000 SH   SOLE 1,450,000 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 1,938 69,900 SH   SOLE 69,900 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 9,375 222,000 SH   SOLE 222,000 0 0
WESTROCK CO COM 96145D105 9,629 255,000 SH   SOLE 255,000 0 0
WEX INC COM 96208T104 3,628 25,900 SH   SOLE 25,900 0 0
WEYERHAEUSER CO COM 962166104 11,477 525,000 SH   SOLE 525,000 0 0
WIDEOPENWEST INC COM 96758W101 3,565 500,000 SH   SOLE 500,000 0 0
WILLIAMS COS INC DEL COM 969457100 28,276 1,282,359 SH   SOLE 1,282,359 0 0
WIX COM LTD SHS M98068105 1,166 12,907 SH   SOLE 12,907 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 2,286 55,407 SH   SOLE 55,407 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 13,450 180,000 SH   SOLE 180,000 0 0
WORLDPAY INC CL A 981558109 5,136 67,200 SH   SOLE 67,200 0 0
WPX ENERGY INC COM 98212B103 3,540 311,900 SH   SOLE 311,900 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 538 15,000 SH   SOLE 15,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,348 51,750 SH   SOLE 51,750 0 0
XCEL BRANDS INC COM NEW 98400M101 621 549,419 SH   SOLE 549,419 0 0
XCEL ENERGY INC COM 98389B100 11,209 227,500 SH   SOLE 227,500 0 0
XENON PHARMACEUTICALS INC COM 98420N105 979 155,100 SH   SOLE 155,100 0 0
XEROX CORP COM NEW 984121608 7,904 400,000 SH   SOLE 400,000 0 0
XILINX INC COM 983919101 3,407 40,000 SH   SOLE 40,000 0 0
XPO LOGISTICS INC COM 983793100 13,690 240,000 SH   SOLE 240,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 5,049 377,100 SH   SOLE 377,100 0 0
YUM BRANDS INC COM 988498101 10,387 113,000 SH   SOLE 113,000 0 0
YUM CHINA HLDGS INC COM 98850P109 7,890 235,321 SH   SOLE 235,321 0 0
YY INC ADS REPCOM CLA 98426T106 2,275 38,010 SH   SOLE 38,010 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,197 140,000 SH   SOLE 140,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 28,668 276,397 SH   SOLE 276,397 0 0
ZIONS BANCORPORATION N A COM 989701107 22,000 540,000 SH   SOLE 540,000 0 0
ZOETIS INC CL A 98978V103 66,570 778,234 SH   SOLE 778,234 0 0
ZYNGA INC CL A 98986T108 5,067 1,289,300 SH   SOLE 1,289,300 0 0