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
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3,263 28,315 SH   SOLE   28,315 0 0
ALPHABET INC CAP STK CL C 02079K107 29,836 28,810 SH   SOLE   28,810 0 0
AMAZON COM INC COM 023135106 50,942 33,917 SH   SOLE   33,917 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,978 12,506 SH   SOLE   12,506 0 0
ANTHEM INC COM 036752103 48,407 184,318 SH   SOLE   184,318 0 0
AVALONBAY CMNTYS INC COM 053484101 3,042 17,480 SH   SOLE   17,480 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,155 82,258 SH   SOLE   82,258 0 0
BURLINGTON STORES INC COM 122017106 3,004 18,469 SH   SOLE   18,469 0 0
CHENIERE ENERGY INC COM NEW 16411R208 21,667 366,052 SH   SOLE   366,052 0 0
CIGNA CORP NEW COM 125523100 14,710 77,455 SH   SOLE   77,455 0 0
CVS HEALTH CORP COM 126650100 47,113 719,056 SH   SOLE   719,056 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 10,852 146,370 SH   SOLE   146,370 0 0
CYRUSONE INC COM 23283R100 1,448 27,378 SH   SOLE   27,378 0 0
D R HORTON INC COM 23331A109 2,564 73,987 SH   SOLE   73,987 0 0
DELEK US HLDGS INC NEW COM 24665A103 29,376 903,593 SH   SOLE   903,593 0 0
EDISON INTL COM 281020107 24,001 422,771 SH   SOLE   422,771 0 0
EQT CORP COM 26884L109 49,412 2,615,771 SH   SOLE   2,615,771 0 0
EXTRA SPACE STORAGE INC COM 30225T102 3,326 36,762 SH   SOLE   36,762 0 0
FIRSTENERGY CORP COM 337932107 36,139 962,417 SH   SOLE   962,417 0 0
HCP INC COM 40414L109 1,957 70,077 SH   SOLE   70,077 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 33,995 328,168 SH   SOLE   328,168 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,561 35,664 SH   SOLE   35,664 0 0
ICICI BK LTD ADR 45104G104 42,941 4,173,092 SH   SOLE   4,173,092 0 0
IQIYI INC SPONSORED ADS 46267X108 12,257 824,252 SH   SOLE   824,252 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 22,565 590,714 SH   SOLE   590,714 0 0
LAS VEGAS SANDS CORP COM 517834107 3,294 63,282 SH   SOLE   63,282 0 0
MARATHON PETE CORP COM 56585A102 43,991 745,481 SH   SOLE   745,481 0 0
MICROSOFT CORP COM 594918104 50,761 499,768 SH   SOLE   499,768 0 0
PG&E CORP COM 69331C108 22,621 952,460 SH   SOLE   952,460 0 0
POLARITYTE INC COM 731094108 12,910 957,037 SH   SOLE   957,037 0 0
SERVICENOW INC COM 81762P102 31,270 175,623 SH   SOLE   175,623 0 0
SESEN BIO INC COM 817763105 1,438 1,012,924 SH   SOLE   1,012,924 0 0
SUN CMNTYS INC COM 866674104 1,937 19,040 SH   SOLE   19,040 0 0
VISTRA ENERGY CORP COM 92840M102 59,542 2,601,240 SH   SOLE   2,601,240 0 0
VMWARE INC CL A COM 928563402 30,265 220,701 SH   SOLE   220,701 0 0
VORNADO RLTY TR SH BEN INT 929042109 3,192 51,461 SH   SOLE   51,461 0 0
GRACE W R & CO DEL NEW COM 38388F108 11,263 173,519 SH   SOLE   173,519 0 0