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
3M CO COM 88579Y101 76,270 440,000 SH   SOLE 440,000 0 0
51JOB INC SPONSORED ADS 316827104 5,741 76,035 SH   SOLE 76,035 0 0
58 COM INC SPON ADR REP A 31680Q104 3,160 50,829 SH   SOLE 50,829 0 0
ABBOTT LABS COM 002824100 126,150 1,500,000 SH   SOLE 1,500,000 0 0
ABBVIE INC COM 00287Y109 95,263 1,310,000 SH   SOLE 1,310,000 0 0
ABM INDS INC COM 000957100 1,600 40,000 SH   SOLE 40,000 0 0
AC IMMUNE SA SHS H00263105 294 52,961 SH   SOLE 52,961 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 34,950 1,000,000 SH   SOLE 1,000,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 13,282 485,250 SH   SOLE 485,250 0 0
ACCELERON PHARMA INC COM 00434H108 3,615 88,000 SH   SOLE 88,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 42,460 229,800 SH   SOLE 229,800 0 0
ACCO BRANDS CORP COM 00081T108 1,668 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 690 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 40,120 850,000 SH   SOLE 850,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 580 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 38 29,338 SH   SOLE 29,338 0 0
ADOBE INC COM 00724F101 53,037 180,000 SH   SOLE 180,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 6,782 44,000 SH   SOLE 44,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 18,222 600,000 SH   SOLE 600,000 0 0
AECOM COM 00766T100 52,990 1,400,000 SH   SOLE 1,400,000 0 0
AERCAP HOLDINGS NV SHS N00985106 2,575 49,516 SH   SOLE 49,516 0 0
AES CORP COM 00130H105 3,352 200,000 SH   SOLE 200,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 21,376 232,000 SH   SOLE 232,000 0 0
AFFIMED N V COM N01045108 29 10,124 SH   SOLE 10,124 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 12,321 165,000 SH   SOLE 165,000 0 0
AGREE REALTY CORP COM 008492100 30,792 480,750 SH   SOLE 480,750 0 0
AIR PRODS & CHEMS INC COM 009158106 39,615 175,000 SH   SOLE 175,000 0 0
AK STL HLDG CORP COM 001547108 35,787 15,100,000 SH   SOLE 15,100,000 0 0
ALASKA AIR GROUP INC COM 011659109 40,902 640,000 SH   SOLE 640,000 0 0
ALBEMARLE CORP COM 012653101 42,246 600,000 SH   SOLE 600,000 0 0
ALCOA CORP COM 013872106 12,876 550,000 SH   SOLE 550,000 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 924 40,000 SH   SOLE 40,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 29,988 212,550 SH   SOLE 212,550 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 34,710 265,000 SH   SOLE 265,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 207,574 1,224,986 SH   SOLE 1,224,986 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,474 20,000 SH   SOLE 20,000 0 0
ALKERMES PLC SHS G01767105 4,283 190,000 SH   SOLE 190,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 630 25,000 SH   SOLE 25,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 2,211 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 90,412 540,000 SH   SOLE 540,000 0 0
ALLIANT ENERGY CORP COM 018802108 3,436 70,000 SH   SOLE 70,000 0 0
ALLOT LTD SHS M0854Q105 74 10,282 SH   SOLE 10,282 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 814 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 17,287 170,000 SH   SOLE 170,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 5,805 80,000 SH   SOLE 80,000 0 0
ALPHABET INC CAP STK CL C 02079K107 662,598 613,000 SH   SOLE 613,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,166 2,000 SH   SOLE 2,000 0 0
ALTABA INC COM 021346101 19,424 280,000 SH   SOLE 280,000 0 0
ALTAIR ENGR INC COM CL A 021369103 2,423 60,000 SH   SOLE 60,000 0 0
ALTRIA GROUP INC COM 02209S103 108,905 2,300,000 SH   SOLE 2,300,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 661 66,167 SH   SOLE 66,167 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 8,241 425,000 SH   SOLE 425,000 0 0
AMAZON COM INC COM 023135106 967,645 511,000 SH   SOLE 511,000 0 0
AMBEV SA SPONSORED ADR 02319V103 18,015 3,857,733 SH   SOLE 3,857,733 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 2,426 260,000 SH   SOLE 260,000 0 0
AMEREN CORP COM 023608102 6,685 89,000 SH   SOLE 89,000 0 0
AMERESCO INC CL A 02361E108 1,841 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 19,165 1,316,320 SH   SOLE 1,316,320 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 18,262 560,000 SH   SOLE 560,000 0 0
AMERICAN ASSETS TR INC COM 024013104 22,735 482,500 SH   SOLE 482,500 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 2,169 170,000 SH   SOLE 170,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 12,048 261,001 SH   SOLE 261,001 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 2,535 150,000 SH   SOLE 150,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 61,607 700,000 SH   SOLE 700,000 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 543 20,000 SH   SOLE 20,000 0 0
AMERICAN EXPRESS CO COM 025816109 43,204 350,000 SH   SOLE 350,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 4,892 201,250 SH   SOLE 201,250 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 32,607 612,000 SH   SOLE 612,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 84,234 412,000 SH   SOLE 412,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,740 15,000 SH   SOLE 15,000 0 0
AMERICOLD RLTY TR COM 03064D108 10,829 334,000 SH   SOLE 334,000 0 0
AMERIPRISE FINL INC COM 03076C106 67,790 467,000 SH   SOLE 467,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 17,052 200,000 SH   SOLE 200,000 0 0
AMGEN INC COM 031162100 55,284 300,000 SH   SOLE 300,000 0 0
ANADARKO PETE CORP COM 032511107 77,616 1,100,000 SH   SOLE 1,100,000 0 0
ANALOG DEVICES INC COM 032654105 13,544 120,000 SH   SOLE 120,000 0 0
ANAPTYSBIO INC COM 032724106 3,103 55,000 SH   SOLE 55,000 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 9,286 255,600 SH   SOLE 255,600 0 0
ANGIODYNAMICS INC COM 03475V101 1,280 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 7,578 37,000 SH   SOLE 37,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102 3,118 272,051 SH   SOLE 272,051 0 0
ANTERO RES CORP COM 03674X106 2,561 463,200 SH   SOLE 463,200 0 0
ANTHEM INC COM 036752103 14,111 50,000 SH   SOLE 50,000 0 0
AON PLC SHS CL A G0408V102 40,526 210,000 SH   SOLE 210,000 0 0
APACHE CORP COM 037411105 40,558 1,400,000 SH   SOLE 1,400,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 13,013 259,632 SH   SOLE 259,632 0 0
APPLE INC COM 037833100 748,138 3,780,000 SH   SOLE 3,780,000 0 0
APPLIED MATLS INC COM 038222105 42,665 950,000 SH   SOLE 950,000 0 0
APTIV PLC SHS G6095L109 12,286 152,000 SH   SOLE 152,000 0 0
AQUA AMERICA INC COM 03836W103 3,723 90,000 SH   SOLE 90,000 0 0
ARAMARK COM 03852U106 15,145 420,000 SH   SOLE 420,000 0 0
ARBOR RLTY TR INC COM 038923108 2,909 240,000 SH   SOLE 240,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 16,686 450,000 SH   SOLE 450,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 7,590 186,026 SH   SOLE 186,026 0 0
ARCONIC INC COM 03965L100 64,550 2,500,000 SH   SOLE 2,500,000 0 0
ARQULE INC COM 04269E107 1,123 102,000 SH   SOLE 102,000 0 0
ASE TECHNOLOGY HOLDING CO LT SPONSORED ADS 00215W100 6,817 1,725,764 SH   SOLE 1,725,764 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 446 150,000 SH   SOLE 150,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 3,791 30,500 SH   SOLE 30,500 0 0
ASTEC INDS INC COM 046224101 45,258 1,390,000 SH   SOLE 1,390,000 0 0
AT&T INC COM 00206R102 506,001 15,100,000 SH   SOLE 15,100,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 585 25,800 SH   SOLE 25,800 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 49,997 1,120,000 SH   SOLE 1,120,000 0 0
ATMOS ENERGY CORP COM 049560105 2,639 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 1,390 469,740 SH   SOLE 469,740 0 0
AUDIOCODES LTD ORD M15342104 491 31,736 SH   SOLE 31,736 0 0
AUTODESK INC COM 052769106 52,128 320,000 SH   SOLE 320,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,788 32,563 SH   SOLE 32,563 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 36,306 219,600 SH   SOLE 219,600 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 36 12,455 SH   SOLE 12,455 0 0
AVALARA INC COM 05338G106 3,610 50,000 SH   SOLE 50,000 0 0
AVALONBAY CMNTYS INC COM 053484101 25,296 124,500 SH   SOLE 124,500 0 0
AVANOS MED INC COM 05350V106 807 18,500 SH   SOLE 18,500 0 0
AVERY DENNISON CORP COM 053611109 9,254 80,000 SH   SOLE 80,000 0 0
AVON PRODS INC COM 054303102 10,088 2,600,000 SH   SOLE 2,600,000 0 0
AXALTA COATING SYS LTD COM G0750C108 1,935 65,000 SH   SOLE 65,000 0 0
AZUL S A SPONSR ADR PFD 05501U106 1,184 35,395 SH   SOLE 35,395 0 0
BAIDU INC SPON ADR REP A 056752108 39,866 339,686 SH   SOLE 339,686 0 0
BAKER HUGHES A GE CO CL A 05722G100 32,019 1,300,000 SH   SOLE 1,300,000 0 0
BALL CORP COM 058498106 10,499 150,000 SH   SOLE 150,000 0 0
BALLANTYNE STRONG INC COM 058516105 1,111 344,000 SH   SOLE 344,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 5,359 545,740 SH   SOLE 545,740 0 0
BANCO MACRO SA SPON ADR B 05961W105 1,946 26,710 SH   SOLE 26,710 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 10,184 340,347 SH   SOLE 340,347 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 6,267 122,797 SH   SOLE 122,797 0 0
BANK AMER CORP COM 060505104 377,000 13,000,000 SH   SOLE 13,000,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 26,453 599,167 SH   SOLE 599,167 0 0
BAOZUN INC SPONSORED ADR 06684L103 3,477 69,727 SH   SOLE 69,727 0 0
BARINGS BDC INC COM 06759L103 2,439 247,902 SH   SOLE 247,902 0 0
BAXTER INTL INC COM 071813109 45,045 550,000 SH   SOLE 550,000 0 0
BB&T CORP COM 054937107 13,756 280,000 SH   SOLE 280,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 471 41,599 SH   SOLE 41,599 0 0
BCE INC PUT 05534B950 2,852 62,542 SH   SOLE 62,542 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 902 280,000 SH   SOLE 280,000 0 0
BECTON DICKINSON & CO COM 075887109 35,281 140,000 SH   SOLE 140,000 0 0
BED BATH & BEYOND INC COM 075896100 2,324 200,000 SH   SOLE 200,000 0 0
BEL FUSE INC CL B 077347300 1,459 85,000 SH   SOLE 85,000 0 0
BERKLEY W R CORP COM 084423102 6,593 100,000 SH   SOLE 100,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 30,243 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 311,228 1,460,000 SH   SOLE 1,460,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 9,203 175,000 SH   SOLE 175,000 0 0
BIOGEN INC COM 09062X103 53,790 230,000 SH   SOLE 230,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 3,503 80,000 SH   SOLE 80,000 0 0
BLACK HILLS CORP COM 092113109 1,251 16,000 SH   SOLE 16,000 0 0
BLACKROCK INC COM 09247X101 45,522 97,000 SH   SOLE 97,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 17,768 400,000 SH   SOLE 400,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 1,293 110,000 SH   SOLE 110,000 0 0
BMC STK HLDGS INC COM 05591B109 636 30,000 SH   SOLE 30,000 0 0
BOEING CO COM 097023105 145,604 400,000 SH   SOLE 400,000 0 0
BOINGO WIRELESS INC COM 09739C102 6,829 380,000 SH   SOLE 380,000 0 0
BOOKING HLDGS INC COM 09857L108 54,367 29,000 SH   SOLE 29,000 0 0
BORGWARNER INC COM 099724106 2,519 60,000 SH   SOLE 60,000 0 0
BOSTON PROPERTIES INC COM 101121101 16,357 126,800 SH   SOLE 126,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107 21,490 500,000 SH   SOLE 500,000 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 3,483 225,000 SH   SOLE 225,000 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 3,970 401,000 SH   SOLE 401,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 5,091 355,500 SH   SOLE 355,500 0 0
BRIGHTCOVE INC COM 10921T101 1,033 100,000 SH   SOLE 100,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 30,970 844,090 SH   SOLE 844,090 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 95,235 2,100,000 SH   SOLE 2,100,000 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 1,430 80,000 SH   SOLE 80,000 0 0
BROADCOM INC COM 11135F101 80,601 280,000 SH   SOLE 280,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 4,509 94,369 SH   SOLE 94,369 0 0
BROOKFIELD PROPERTY PARTRS L UNIT LTD PARTN G16249107 4,733 250,000 SH   SOLE 250,000 0 0
BROOKFIELD PROPERTY REIT INC CL A 11282X103 6,282 332,600 SH   SOLE 332,600 0 0
BRT APARTMENTS CORP COM 055645303 1,540 109,000 SH   SOLE 109,000 0 0
BSQUARE CORP COM NEW 11776U300 174 150,000 SH   SOLE 150,000 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 14,667 357,300 SH   SOLE 357,300 0 0
BURLINGTON STORES INC COM 122017106 17,015 100,000 SH   SOLE 100,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 3,126 60,000 SH   SOLE 60,000 0 0
CABOT CORP COM 127055101 954 20,000 SH   SOLE 20,000 0 0
CABOT OIL & GAS CORP COM 127097103 6,544 285,000 SH   SOLE 285,000 0 0
CACTUS INC CL A 127203107 7,286 220,000 SH   SOLE 220,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 12,193 172,200 SH   SOLE 172,200 0 0
CALAVO GROWERS INC COM 128246105 13,060 135,000 SH   SOLE 135,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,266 25,000 SH   SOLE 25,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 4,437 42,500 SH   SOLE 42,500 0 0
CAMTEK LTD ORD M20791105 197 23,278 SH   SOLE 23,278 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,517 39,171 SH   SOLE 39,171 0 0
CANTEL MEDICAL CORP COM 138098108 21,370 265,000 SH   SOLE 265,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 41,740 460,000 SH   SOLE 460,000 0 0
CAPITAL SR LIVING CORP COM 140475104 855 170,000 SH   SOLE 170,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 19,768 570,000 SH   SOLE 570,000 0 0
CARBON BLACK INC COM 14081R103 167 10,000 SH   SOLE 10,000 0 0
CARDINAL HEALTH INC COM 14149Y108 7,065 150,000 SH   SOLE 150,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 644 15,000 SH   SOLE 15,000 0 0
CARLISLE COS INC COM 142339100 26,678 190,000 SH   SOLE 190,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 44,223 950,000 SH   SOLE 950,000 0 0
CARTERS INC COM 146229109 2,926 30,000 SH   SOLE 30,000 0 0
CATERPILLAR INC DEL COM 149123101 65,419 480,000 SH   SOLE 480,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 1,969 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 6,336 123,500 SH   SOLE 123,500 0 0
CBS CORP NEW CL B 124857202 93,313 1,870,000 SH   SOLE 1,870,000 0 0
CELCUITY INC COM 15102K100 1,500 60,000 SH   SOLE 60,000 0 0
CELGENE CORP COM 151020104 115,550 1,250,000 SH   SOLE 1,250,000 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 85 31,666 SH   SOLE 31,666 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 875 206,275 SH   SOLE 206,275 0 0
CENTENE CORP DEL COM 15135B101 78,660 1,500,000 SH   SOLE 1,500,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,468 191,000 SH   SOLE 191,000 0 0
CENTURY CMNTYS INC COM 156504300 1,056 39,745 SH   SOLE 39,745 0 0
CERAGON NETWORKS LTD ORD M22013102 267 91,077 SH   SOLE 91,077 0 0
CERIDIAN HCM HLDG INC COM 15677J108 1,506 30,000 SH   SOLE 30,000 0 0
CERNER CORP COM 156782104 13,927 190,000 SH   SOLE 190,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 4,967 35,000 SH   SOLE 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 7,642 66,100 SH   SOLE 66,100 0 0
CHENIERE ENERGY INC COM NEW 16411R208 46,546 680,000 SH   SOLE 680,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 8,335 197,600 SH   SOLE 197,600 0 0
CHESAPEAKE ENERGY CORP COM 165167107 9,165 4,700,000 SH   SOLE 4,700,000 0 0
CHESAPEAKE ENERGY CORP NOTE 5.500% 9/1 165167CY1 60 75,000 SH   SOLE 75,000 0 0
CHESAPEAKE UTILS CORP COM 165303108 2,471 26,000 SH   SOLE 26,000 0 0
CHEVRON CORP NEW COM 166764100 176,705 1,420,000 SH   SOLE 1,420,000 0 0
CHILDRENS PL INC COM 168905107 2,861 30,000 SH   SOLE 30,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 13,515 298,413 SH   SOLE 298,413 0 0
CHUBB LIMITED COM H1467J104 41,700 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 5,813 159,097 SH   SOLE 159,097 0 0
CHURCH & DWIGHT INC COM 171340102 29,224 400,000 SH   SOLE 400,000 0 0
CIENA CORP COM NEW 171779309 39,074 950,000 SH   SOLE 950,000 0 0
CIGNA CORP NEW COM 125523100 85,077 540,000 SH   SOLE 540,000 0 0
CIMAREX ENERGY CO COM 171798101 1,792 30,200 SH   SOLE 30,200 0 0
CINEMARK HOLDINGS INC COM 17243V102 10,108 280,000 SH   SOLE 280,000 0 0
CISCO SYS INC COM 17275R102 207,974 3,800,000 SH   SOLE 3,800,000 0 0
CITIGROUP INC COM NEW 172967424 196,084 2,800,000 SH   SOLE 2,800,000 0 0
CITIZENS FINL GROUP INC COM 174610105 27,581 780,000 SH   SOLE 780,000 0 0
CITRIX SYS INC COM 177376100 21,591 220,000 SH   SOLE 220,000 0 0
CITY OFFICE REIT INC COM 178587101 3,693 308,000 SH   SOLE 308,000 0 0
CLIPPER RLTY INC COM 18885T306 2,521 225,500 SH   SOLE 225,500 0 0
CLOROX CO DEL COM 189054109 7,196 47,000 SH   SOLE 47,000 0 0
CLOUDERA INC COM 18914U100 5,102 970,000 SH   SOLE 970,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 4,312 290,000 SH   SOLE 290,000 0 0
CME GROUP INC COM 12572Q105 34,940 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 13,812 238,500 SH   SOLE 238,500 0 0
CNX RESOURCES CORPORATION COM 12653C108 731 100,000 SH   SOLE 100,000 0 0
COCA COLA CO COM 191216100 91,656 1,800,000 SH   SOLE 1,800,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 8,520 150,803 SH   SOLE 150,803 0 0
COCA COLA FEMSA S A B DE C V SPONSORD ADR REP 191241108 385 6,200 SH   SOLE 6,200 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 21,370 360,000 SH   SOLE 360,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,902 30,000 SH   SOLE 30,000 0 0
COHERENT INC COM 192479103 40,911 300,000 SH   SOLE 300,000 0 0
COLGATE PALMOLIVE CO COM 194162103 48,736 680,000 SH   SOLE 680,000 0 0
COLONY CAP INC NEW CL A COM 19626G108 3,629 725,885 SH   SOLE 725,885 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 591 28,500 SH   SOLE 28,500 0 0
COMCAST CORP NEW CL A 20030N101 156,436 3,700,000 SH   SOLE 3,700,000 0 0
COMERICA INC COM 200340107 2,688 37,000 SH   SOLE 37,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 9,438 600,000 SH   SOLE 600,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 718 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 11,172 283,500 SH   SOLE 283,500 0 0
COMMVAULT SYSTEMS INC COM 204166102 12,901 260,000 SH   SOLE 260,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 3,256 195,320 SH   SOLE 195,320 0 0
COMSCORE INC COM 20564W105 9,804 1,900,000 SH   SOLE 1,900,000 0 0
CONAGRA BRANDS INC COM 205887102 80,886 3,050,000 SH   SOLE 3,050,000 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 480 40,000 SH   SOLE 40,000 0 0
CONOCOPHILLIPS COM 20825C104 76,250 1,250,000 SH   SOLE 1,250,000 0 0
CONSOLIDATED EDISON INC COM 209115104 5,085 58,000 SH   SOLE 58,000 0 0
CONSOLIDATED WATER CO INC ORD G23773107 1,283 90,000 SH   SOLE 90,000 0 0
CONTROL4 CORP COM 21240D107 8,313 350,000 SH   SOLE 350,000 0 0
CORNING INC COM 219350105 14,296 430,200 SH   SOLE 430,200 0 0
CORTEVA INC COM 22052L104 19,713 666,666 SH   SOLE 666,666 0 0
COSTCO WHSL CORP NEW COM 22160K105 63,422 240,000 SH   SOLE 240,000 0 0
COUPA SOFTWARE INC COM 22266L106 3,165 25,000 SH   SOLE 25,000 0 0
COUSINS PPTYS INC COM NEW 222795502 6,395 176,807 SH   SOLE 176,807 0 0
COVETRUS INC COM 22304C100 11,252 460,000 SH   SOLE 460,000 0 0
CRAY INC COM NEW 225223304 54,619 1,568,607 SH   SOLE 1,568,607 0 0
CREDICORP LTD COM G2519Y108 28,383 123,992 SH   SOLE 123,992 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 5,788 161,800 SH   SOLE 161,800 0 0
CRITEO S A SPONS ADS 226718104 246 14,275 SH   SOLE 14,275 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 96,459 740,000 SH   SOLE 740,000 0 0
CROWN HOLDINGS INC COM 228368106 10,082 165,000 SH   SOLE 165,000 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 8,712 236,025 SH   SOLE 236,025 0 0
CUBESMART COM 229663109 15,391 460,250 SH   SOLE 460,250 0 0
CUBIC CORP COM 229669106 76,086 1,180,000 SH   SOLE 1,180,000 0 0
CUMMINS INC COM 231021106 13,707 80,000 SH   SOLE 80,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 2,669 149,250 SH   SOLE 149,250 0 0
CVS HEALTH CORP COM 126650100 63,208 1,160,000 SH   SOLE 1,160,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 6,134 47,980 SH   SOLE 47,980 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 25,576 1,150,000 SH   SOLE 1,150,000 0 0
CYRUSONE INC COM 23283R100 16,120 279,300 SH   SOLE 279,300 0 0
D R HORTON INC COM 23331A109 1,725 40,000 SH   SOLE 40,000 0 0
DANA INCORPORATED COM 235825205 1,595 80,000 SH   SOLE 80,000 0 0
DANAHER CORPORATION COM 235851102 38,588 270,000 SH   SOLE 270,000 0 0
DARDEN RESTAURANTS INC COM 237194105 12,173 100,000 SH   SOLE 100,000 0 0
DASEKE INC COM 23753F107 2,412 670,000 SH   SOLE 670,000 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 8,099 276,400 SH   SOLE 276,400 0 0
DEERE & CO COM 244199105 44,742 270,000 SH   SOLE 270,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 69,235 1,220,000 SH   SOLE 1,220,000 0 0
DENBURY RES INC COM NEW 247916208 6,407 5,167,209 SH   SOLE 5,167,209 0 0
DENTSPLY SIRONA INC COM 24906P109 4,669 80,000 SH   SOLE 80,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 31,372 1,100,000 SH   SOLE 1,100,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 701 79,000 SH   SOLE 79,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,159 28,989 SH   SOLE 28,989 0 0
DIGI INTL INC COM 253798102 1,839 145,000 SH   SOLE 145,000 0 0
DIGITAL RLTY TR INC COM 253868103 22,351 189,750 SH   SOLE 189,750 0 0
DISCOVER FINL SVCS COM 254709108 27,932 360,000 SH   SOLE 360,000 0 0
DISCOVERY INC COM SER C 25470F302 14,794 520,000 SH   SOLE 520,000 0 0
DISH NETWORK CORP CL A 25470M109 28,808 750,000 SH   SOLE 750,000 0 0
DISNEY WALT CO COM DISNEY 254687106 223,424 1,600,000 SH   SOLE 1,600,000 0 0
DOLLAR GEN CORP NEW COM 256677105 18,922 140,000 SH   SOLE 140,000 0 0
DOLLAR TREE INC COM 256746108 51,547 480,000 SH   SOLE 480,000 0 0
DOMINION ENERGY INC COM 25746U109 32,474 420,000 SH   SOLE 420,000 0 0
DOUGLAS EMMETT INC COM 25960P109 7,041 176,750 SH   SOLE 176,750 0 0
DOVER MOTORSPORTS INC COM 260174107 460 221,000 SH   SOLE 221,000 0 0
DOW INC COM 260557103 29,586 600,000 SH   SOLE 600,000 0 0
DROPBOX INC CL A 26210C104 20,541 820,000 SH   SOLE 820,000 0 0
DTE ENERGY CO COM 233331107 7,033 55,000 SH   SOLE 55,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 21,707 246,000 SH   SOLE 246,000 0 0
DUKE REALTY CORP COM NEW 264411505 948 30,000 SH   SOLE 30,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 14,339 180,000 SH   SOLE 180,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 50,047 666,666 SH   SOLE 666,666 0 0
DXC TECHNOLOGY CO COM 23355L106 15,968 289,542 SH   SOLE 289,542 0 0
EAST WEST BANCORP INC COM 27579R104 4,677 100,000 SH   SOLE 100,000 0 0
EASTMAN CHEMICAL CO COM 277432100 389 5,000 SH   SOLE 5,000 0 0
EATON CORP PLC SHS G29183103 3,331 40,000 SH   SOLE 40,000 0 0
EBAY INC COM 278642103 3,950 100,000 SH   SOLE 100,000 0 0
ECHOSTAR CORP CL A 278768106 33,683 760,000 SH   SOLE 760,000 0 0
ECOLAB INC COM 278865100 41,462 210,000 SH   SOLE 210,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 3,899 213,155 SH   SOLE 213,155 0 0
EDISON INTL COM 281020107 11,123 165,000 SH   SOLE 165,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 16,331 88,400 SH   SOLE 88,400 0 0
EHEALTH INC COM 28238P109 11,193 130,000 SH   SOLE 130,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 8,112 240,000 SH   SOLE 240,000 0 0
EMERALD EXPOSITIONS EVENTS I COM 29103B100 2,453 220,000 SH   SOLE 220,000 0 0
EMERSON ELEC CO COM 291011104 6,338 95,000 SH   SOLE 95,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,781 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 5,801 423,100 SH   SOLE 423,100 0 0
ENCANA CORP COM 292505104 1,645 320,628 SH   SOLE 320,628 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 837 94,416 SH   SOLE 94,416 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 29,381 2,086,720 SH   SOLE 2,086,720 0 0
ENSCO ROWAN PLC SHS CLASS A G3166L100 891 104,400 SH   SOLE 104,400 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 4,327 746,038 SH   SOLE 746,038 0 0
ENTERGY CORP NEW COM 29364G103 19,557 190,000 SH   SOLE 190,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 39,465 1,367,000 SH   SOLE 1,367,000 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 6,583 2,110,000 SH   SOLE 2,110,000 0 0
EOG RES INC COM 26875P101 25,107 269,500 SH   SOLE 269,500 0 0
EPR PPTYS COM SH BEN INT 26884U109 80,166 1,074,750 SH   SOLE 1,074,750 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 7,211 161,400 SH   SOLE 161,400 0 0
EQT CORP COM 26884L109 3,162 200,000 SH   SOLE 200,000 0 0
EQUINIX INC COM 29444U700 38,058 75,470 SH   SOLE 75,470 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 1,577 80,000 SH   SOLE 80,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 5,203 160,000 SH   SOLE 160,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 9,464 78,000 SH   SOLE 78,000 0 0
EROS INTL PLC SHS NEW G3788M114 3,956 2,930,000 SH   SOLE 2,930,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 1,715 36,875 SH   SOLE 36,875 0 0
ESSEX PPTY TR INC COM 297178105 43,486 148,961 SH   SOLE 148,961 0 0
EVEREST RE GROUP LTD COM G3223R108 5,932 24,000 SH   SOLE 24,000 0 0
EVERGY INC COM 30034W106 3,598 59,810 SH   SOLE 59,810 0 0
EVERSOURCE ENERGY COM 30040W108 7,955 105,000 SH   SOLE 105,000 0 0
EVO PMTS INC CL A COM 26927E104 946 30,000 SH   SOLE 30,000 0 0
EXELON CORP COM 30161N101 27,326 570,000 SH   SOLE 570,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 18,679 176,050 SH   SOLE 176,050 0 0
EXTREME NETWORKS INC COM 30226D106 8,088 1,250,000 SH   SOLE 1,250,000 0 0
EXXON MOBIL CORP COM 30231G102 292,727 3,820,000 SH   SOLE 3,820,000 0 0
FACEBOOK INC CL A 30303M102 499,870 2,590,000 SH   SOLE 2,590,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 13,881 107,800 SH   SOLE 107,800 0 0
FEDEX CORP COM 31428X106 67,318 410,000 SH   SOLE 410,000 0 0
FIBROGEN INC COM 31572Q808 797 17,648 SH   SOLE 17,648 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 11,053 90,100 SH   SOLE 90,100 0 0
FINISAR CORP COM NEW 31787A507 22,870 1,000,000 SH   SOLE 1,000,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 10,828 400,000 SH   SOLE 400,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,906 40,000 SH   SOLE 40,000 0 0
FIRSTENERGY CORP COM 337932107 5,993 140,000 SH   SOLE 140,000 0 0
FIVE BELOW INC COM 33829M101 19,203 160,000 SH   SOLE 160,000 0 0
FLEX LTD ORD Y2573F102 7,900 825,537 SH   SOLE 825,537 0 0
FLUOR CORP NEW COM 343412102 10,781 320,000 SH   SOLE 320,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 23,235 240,154 SH   SOLE 240,154 0 0
FOOT LOCKER INC COM 344849104 2,222 53,000 SH   SOLE 53,000 0 0
FORD MTR CO DEL COM 345370860 13,299 1,300,000 SH   SOLE 1,300,000 0 0
FOX CORP CL B COM 35137L204 18,265 500,000 SH   SOLE 500,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 34,830 3,000,000 SH   SOLE 3,000,000 0 0
FRESHPET INC COM 358039105 12,288 270,000 SH   SOLE 270,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 3,118 80,000 SH   SOLE 80,000 0 0
GARRETT MOTION INC COM 366505105 768 50,000 SH   SOLE 50,000 0 0
GARTNER INC COM 366651107 7,532 46,800 SH   SOLE 46,800 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 10,627 282,860 SH   SOLE 282,860 0 0
GENERAL DYNAMICS CORP COM 369550108 49,091 270,000 SH   SOLE 270,000 0 0
GENERAL ELECTRIC CO COM 369604103 84,000 8,000,000 SH   SOLE 8,000,000 0 0
GENERAL MLS INC COM 370334104 6,302 120,000 SH   SOLE 120,000 0 0
GENERAL MTRS CO COM 37045V100 61,648 1,600,000 SH   SOLE 1,600,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 6,229 284,426 SH   SOLE 284,426 0 0
GENWORTH FINL INC COM CL A 37247D106 4,452 1,200,000 SH   SOLE 1,200,000 0 0
GERON CORP COM 374163103 712 505,000 SH   SOLE 505,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 5,296 180,000 SH   SOLE 180,000 0 0
GILEAD SCIENCES INC COM 375558103 96,611 1,430,000 SH   SOLE 1,430,000 0 0
GLADSTONE LD CORP COM 376549101 2,479 215,000 SH   SOLE 215,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 7,163 682,143 SH   SOLE 682,143 0 0
GLOBAL PMTS INC COM 37940X102 10,152 63,400 SH   SOLE 63,400 0 0
GLOBANT S A COM L44385109 4,282 42,376 SH   SOLE 42,376 0 0
GLU MOBILE INC COM 379890106 4,308 600,000 SH   SOLE 600,000 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 1,298 114,900 SH   SOLE 114,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 83,886 410,000 SH   SOLE 410,000 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 607 5,816 SH   SOLE 5,816 0 0
GRANITE CONSTR INC COM 387328107 11,563 240,000 SH   SOLE 240,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 699 50,000 SH   SOLE 50,000 0 0
GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 4,017 286,895 SH   SOLE 286,895 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 1,183 91,000 SH   SOLE 91,000 0 0
GREIF INC CL B 397624206 2,183 50,000 SH   SOLE 50,000 0 0
GRUPO FINANCIERO GALICIA S A SPONSORED ADR 399909100 2,240 63,101 SH   SOLE 63,101 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,178 139,600 SH   SOLE 139,600 0 0
GSV CAP CORP COM 36191J101 10,752 1,680,000 SH   SOLE 1,680,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 70,956 3,240,000 SH   SOLE 3,240,000 0 0
HALLIBURTON CO COM 406216101 10,263 451,300 SH   SOLE 451,300 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,381 255,000 SH   SOLE 255,000 0 0
HANESBRANDS INC COM 410345102 1,550 90,000 SH   SOLE 90,000 0 0
HARLEY DAVIDSON INC COM 412822108 4,300 120,000 SH   SOLE 120,000 0 0
HARSCO CORP COM 415864107 23,050 840,000 SH   SOLE 840,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,584 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 16,909 160,000 SH   SOLE 160,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 14,807 340,000 SH   SOLE 340,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 6,858 250,000 SH   SOLE 250,000 0 0
HCP INC COM 40414L109 20,916 654,000 SH   SOLE 654,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 8,459 210,000 SH   SOLE 210,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 93,427 718,447 SH   SOLE 718,447 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 14,515 560,000 SH   SOLE 560,000 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 8,305 302,800 SH   SOLE 302,800 0 0
HECLA MNG CO COM 422704106 18,900 10,500,000 SH   SOLE 10,500,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,381 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 4,758 94,000 SH   SOLE 94,000 0 0
HENRY SCHEIN INC COM 806407102 6,990 100,000 SH   SOLE 100,000 0 0
HESKA CORP COM RESTRC NEW 42805E306 852 10,000 SH   SOLE 10,000 0 0
HESS CORP COM 42809H107 6,357 100,000 SH   SOLE 100,000 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 7,287 373,700 SH   SOLE 373,700 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 22,425 1,500,000 SH   SOLE 1,500,000 0 0
HEXCEL CORP NEW COM 428291108 4,044 50,000 SH   SOLE 50,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 493 15,500 SH   SOLE 15,500 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 27,696 283,366 SH   SOLE 283,366 0 0
HOLLYFRONTIER CORP COM 436106108 20,363 440,000 SH   SOLE 440,000 0 0
HOLOGIC INC COM 436440101 5,820 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 207,970 1,000,000 SH   SOLE 1,000,000 0 0
HONEYWELL INTL INC COM 438516106 56,742 325,000 SH   SOLE 325,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,382 240,500 SH   SOLE 240,500 0 0
HOWARD HUGHES CORP COM 44267D107 42,911 346,500 SH   SOLE 346,500 0 0
HP INC COM 40434L105 24,399 1,173,600 SH   SOLE 1,173,600 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 2,620 72,283 SH   SOLE 72,283 0 0
HUDSON LTD COM CL A G46408103 1,244 90,217 SH   SOLE 90,217 0 0
HUDSON PAC PPTYS INC COM 444097109 16,352 491,500 SH   SOLE 491,500 0 0
HUMANA INC COM 444859102 29,183 110,000 SH   SOLE 110,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 54,387 242,000 SH   SOLE 242,000 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 889 40,418 SH   SOLE 40,418 0 0
IAC INTERACTIVECORP COM 44919P508 15,227 70,000 SH   SOLE 70,000 0 0
ICICI BK LTD ADR 45104G104 13,806 1,096,616 SH   SOLE 1,096,616 0 0
IDACORP INC COM 451107106 1,004 10,000 SH   SOLE 10,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 15,081 100,000 SH   SOLE 100,000 0 0
ILLUMINA INC COM 452327109 84,675 230,000 SH   SOLE 230,000 0 0
INCYTE CORP COM 45337C102 10,620 125,000 SH   SOLE 125,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 10,333 893,100 SH   SOLE 893,100 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 3,508 168,500 SH   SOLE 168,500 0 0
INFOSYS LTD SPONSORED ADR 456788108 39,721 3,712,231 SH   SOLE 3,712,231 0 0
INGERSOLL-RAND PLC SHS G47791101 12,667 100,000 SH   SOLE 100,000 0 0
INGEVITY CORP COM 45688C107 1,578 15,000 SH   SOLE 15,000 0 0
INTEGER HLDGS CORP COM 45826H109 10,070 120,000 SH   SOLE 120,000 0 0
INTEL CORP COM 458140100 157,971 3,300,000 SH   SOLE 3,300,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 13,922 162,000 SH   SOLE 162,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 93,772 680,000 SH   SOLE 680,000 0 0
INTERXION HOLDING N.V SHS N47279109 10,768 141,517 SH   SOLE 141,517 0 0
INTL PAPER CO COM 460146103 10,180 235,000 SH   SOLE 235,000 0 0
INTUIT COM 461202103 27,832 106,500 SH   SOLE 106,500 0 0
INVITATION HOMES INC COM 46187W107 30,157 1,128,192 SH   SOLE 1,128,192 0 0
IONIS PHARMACEUTICALS INC COM 462222100 8,998 140,000 SH   SOLE 140,000 0 0
IQIYI INC SPONSORED ADS 46267X108 1,810 87,654 SH   SOLE 87,654 0 0
IQVIA HLDGS INC COM 46266C105 5,503 34,200 SH   SOLE 34,200 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 288,879 8,263,124 SH   SOLE 8,263,124 0 0
ISHARES INC MSCI RUSSIA ETF 46434G798 46,228 1,174,182 SH   SOLE 1,174,182 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,517 17,400 SH   SOLE 17,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598 292,428 8,284,096 SH   SOLE 8,284,096 0 0
ISHARES TR CORE MSCI EAFE 46432F842 73,709 1,200,471 SH   SOLE 1,200,471 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 44,295 1,341,446 SH   SOLE 1,341,446 0 0
ISHARES TR CORE MSCI EURO 46434V738 75,874 1,628,205 SH   SOLE 1,628,205 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 28,457 3,020,894 SH   SOLE 3,020,894 0 0
ITT INC COM 45073V108 6,548 100,000 SH   SOLE 100,000 0 0
JACK IN THE BOX INC COM 466367109 9,767 120,000 SH   SOLE 120,000 0 0
JAKKS PAC INC COM 47012E106 98 140,000 SH   SOLE 140,000 0 0
JBG SMITH PPTYS COM 46590V100 610 15,500 SH   SOLE 15,500 0 0
JD COM INC SPON ADR CL A 47215P106 24,448 807,152 SH   SOLE 807,152 0 0
JERNIGAN CAP INC COM 476405105 4,582 223,500 SH   SOLE 223,500 0 0
JETBLUE AWYS CORP COM 477143101 24,037 1,300,000 SH   SOLE 1,300,000 0 0
JOHNSON & JOHNSON COM 478160104 335,665 2,410,000 SH   SOLE 2,410,000 0 0
JPMORGAN CHASE & CO COM 46625H100 476,268 4,260,000 SH   SOLE 4,260,000 0 0
JUNIPER NETWORKS INC COM 48203R104 4,793 180,000 SH   SOLE 180,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 42,637 350,000 SH   SOLE 350,000 0 0
KBR INC COM 48242W106 36,911 1,480,000 SH   SOLE 1,480,000 0 0
KELLOGG CO COM 487836108 33,213 620,000 SH   SOLE 620,000 0 0
KEMET CORP COM NEW 488360207 7,148 380,000 SH   SOLE 380,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 1,481 72,000 SH   SOLE 72,000 0 0
KEYCORP NEW COM 493267108 40,825 2,300,000 SH   SOLE 2,300,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 17,962 200,000 SH   SOLE 200,000 0 0
KILROY RLTY CORP COM 49427F108 10,333 140,000 SH   SOLE 140,000 0 0
KIMBERLY CLARK CORP COM 494368103 26,656 200,000 SH   SOLE 200,000 0 0
KIMCO RLTY CORP COM 49446R109 6,311 341,500 SH   SOLE 341,500 0 0
KINDER MORGAN INC DEL COM 49456B101 60,552 2,900,000 SH   SOLE 2,900,000 0 0
KLA-TENCOR CORP COM 482480100 10,165 86,000 SH   SOLE 86,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 28,242 860,000 SH   SOLE 860,000 0 0
KNOWLES CORP COM 49926D109 7,324 400,000 SH   SOLE 400,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 33,470 1,140,000 SH   SOLE 1,140,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 2,177 68,775 SH   SOLE 68,775 0 0
KRAFT HEINZ CO COM 500754106 18,624 600,000 SH   SOLE 600,000 0 0
KRANESHARES TR BOSERA MSCI CH 500767405 50,223 1,622,186 SH   SOLE 1,622,186 0 0
KROGER CO COM 501044101 6,296 290,000 SH   SOLE 290,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 7,667 340,000 SH   SOLE 340,000 0 0
L BRANDS INC COM 501797104 1,749 67,000 SH   SOLE 67,000 0 0
L3 TECHNOLOGIES INC COM 502413107 63,744 260,000 SH   SOLE 260,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 41,496 240,000 SH   SOLE 240,000 0 0
LADDER CAP CORP CL A 505743104 2,881 173,428 SH   SOLE 173,428 0 0
LAM RESEARCH CORP COM 512807108 44,142 235,000 SH   SOLE 235,000 0 0
LAMB WESTON HLDGS INC COM 513272104 3,538 55,833 SH   SOLE 55,833 0 0
LAUDER ESTEE COS INC CL A 518439104 25,819 141,000 SH   SOLE 141,000 0 0
LAZYDAYS HLDGS INC COM 52110H100 3,658 731,627 SH   SOLE 731,627 0 0
LCI INDS COM 50189K103 18,000 200,000 SH   SOLE 200,000 0 0
LEGG MASON INC COM 524901105 33,686 880,000 SH   SOLE 880,000 0 0
LENDINGTREE INC NEW COM 52603B107 12,601 30,000 SH   SOLE 30,000 0 0
LENNAR CORP CL B 526057302 8,357 217,000 SH   SOLE 217,000 0 0
LGI HOMES INC COM 50187T106 10,715 150,000 SH   SOLE 150,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 20,568 200,000 SH   SOLE 200,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 21,174 560,000 SH   SOLE 560,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,798 100,000 SH   SOLE 100,000 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 26,255 230,000 SH   SOLE 230,000 0 0
LILLY ELI & CO COM 532457108 119,653 1,080,000 SH   SOLE 1,080,000 0 0
LIMBACH HLDGS INC COM 53263P105 5,779 635,000 SH   SOLE 635,000 0 0
LIMONEIRA CO COM 532746104 5,483 275,000 SH   SOLE 275,000 0 0
LINCOLN NATL CORP IND COM 534187109 77,340 1,200,000 SH   SOLE 1,200,000 0 0
LINDE PLC SHS G5494J103 2,008 10,000 SH   SOLE 10,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 980 80,000 SH   SOLE 80,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 13,700 1,180,000 SH   SOLE 1,180,000 0 0
LITHIA MTRS INC CL A 536797103 2,886 24,300 SH   SOLE 24,300 0 0
LITTELFUSE INC COM 537008104 8,846 50,000 SH   SOLE 50,000 0 0
LIVENT CORP COM 53814L108 5,951 860,000 SH   SOLE 860,000 0 0
LKQ CORP COM 501889208 29,271 1,100,000 SH   SOLE 1,100,000 0 0
LOCKHEED MARTIN CORP COM 539830109 94,520 260,000 SH   SOLE 260,000 0 0
LOUISIANA PAC CORP COM 546347105 787 30,000 SH   SOLE 30,000 0 0
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MERCK & CO INC COM 58933Y105 293,475 3,500,000 SH   SOLE 3,500,000 0 0
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METLIFE INC COM 59156R108 54,935 1,106,000 SH   SOLE 1,106,000 0 0
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MPLX LP COM UNIT REP LTD 55336V100 28,610 888,800 SH   SOLE 888,800 0 0
MSCI INC COM 55354G100 9,958 41,700 SH   SOLE 41,700 0 0
MSG NETWORK INC CL A 553573106 19,081 920,000 SH   SOLE 920,000 0 0
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NIKE INC CL B 654106103 75,555 900,000 SH   SOLE 900,000 0 0
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NVIDIA CORP COM 67066G104 85,400 520,000 SH   SOLE 520,000 0 0
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O REILLY AUTOMOTIVE INC NEW COM 67103H107 12,095 32,750 SH   SOLE 32,750 0 0
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OKTA INC CL A 679295105 14,976 121,250 SH   SOLE 121,250 0 0
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OLIN CORP COM PAR $1 680665205 4,711 215,000 SH   SOLE 215,000 0 0
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ON SEMICONDUCTOR CORP COM 682189105 9,095 450,000 SH   SOLE 450,000 0 0
ONEOK INC NEW COM 682680103 67,386 979,300 SH   SOLE 979,300 0 0
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ORACLE CORP COM 68389X105 79,758 1,400,000 SH   SOLE 1,400,000 0 0
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P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 6,330 216,500 SH   SOLE 216,500 0 0
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RH COM 74967X103 1,734 15,000 SH   SOLE 15,000 0 0
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SUNTRUST BKS INC COM 867914103 23,883 380,000 SH   SOLE 380,000 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 195 150,000 SH   SOLE 150,000 0 0
SUPERIOR INDS INTL INC COM 868168105 277 80,000 SH   SOLE 80,000 0 0
SVB FINL GROUP COM 78486Q101 74,115 330,000 SH   SOLE 330,000 0 0
SYNAPTICS INC COM 87157D109 18,358 630,000 SH   SOLE 630,000 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 9,650 1,220,000 SH   SOLE 1,220,000 0 0
SYNCHRONY FINL COM 87165B103 20,802 600,000 SH   SOLE 600,000 0 0
SYNOPSYS INC COM 871607107 12,457 96,800 SH   SOLE 96,800 0 0
SYSCO CORP COM 871829107 21,782 308,000 SH   SOLE 308,000 0 0
TAILORED BRANDS INC COM 87403A107 548 95,000 SH   SOLE 95,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 135,194 3,451,476 SH   SOLE 3,451,476 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 8,051 211,314 SH   SOLE 211,314 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 5,915 280,200 SH   SOLE 280,200 0 0
TARGET CORP COM 87612E106 23,385 270,000 SH   SOLE 270,000 0 0
TASEKO MINES LTD COM 876511106 35 65,362 SH   SOLE 65,362 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 4,334 115,200 SH   SOLE 115,200 0 0
TCG BDC INC COM 872280102 9,906 650,000 SH   SOLE 650,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 16,283 170,000 SH   SOLE 170,000 0 0
TELADOC HEALTH INC COM 87918A105 27,228 410,000 SH   SOLE 410,000 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 805 45,583 SH   SOLE 45,583 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,246 95,669 SH   SOLE 95,669 0 0
TELIGENT INC NEW COM 87960W104 101 160,000 SH   SOLE 160,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 5,578 270,000 SH   SOLE 270,000 0 0
TERNIUM SA SPONSORED ADS 880890108 2,636 117,500 SH   SOLE 117,500 0 0
TERRENO RLTY CORP COM 88146M101 8,827 180,000 SH   SOLE 180,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 5,977 647,614 SH   SOLE 647,614 0 0
TEXAS INSTRS INC COM 882508104 64,610 563,000 SH   SOLE 563,000 0 0
TEXTRON INC COM 883203101 50,918 960,000 SH   SOLE 960,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 18,889 470,000 SH   SOLE 470,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 4,335 265,459 SH   SOLE 265,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 36,710 125,000 SH   SOLE 125,000 0 0
THERMON GROUP HLDGS INC COM 88362T103 1,283 50,000 SH   SOLE 50,000 0 0
THOR INDS INC COM 885160101 38,577 660,000 SH   SOLE 660,000 0 0
TIFFANY & CO NEW COM 886547108 18,992 202,817 SH   SOLE 202,817 0 0
TITAN INTL INC ILL COM 88830M102 5,330 1,090,000 SH   SOLE 1,090,000 0 0
TIVITY HEALTH INC COM 88870R102 6,740 410,000 SH   SOLE 410,000 0 0
TJX COS INC NEW COM 872540109 25,594 484,000 SH   SOLE 484,000 0 0
TOLL BROTHERS INC COM 889478103 3,662 100,000 SH   SOLE 100,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 1,773 48,000 SH   SOLE 48,000 0 0
TOTAL SYS SVCS INC COM 891906109 5,131 40,000 SH   SOLE 40,000 0 0
TPG SPECIALTY LENDING INC COM 87265K102 84,280 4,300,000 SH   SOLE 4,300,000 0 0
TRANSDIGM GROUP INC COM 893641100 2,419 5,000 SH   SOLE 5,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 742 115,700 SH   SOLE 115,700 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 533 36,889 SH   SOLE 36,889 0 0
TRAVELCENTERS AMER LLC COM 894174101 4,561 1,260,000 SH   SOLE 1,260,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 23,414 156,595 SH   SOLE 156,595 0 0
TREX CO INC COM 89531P105 25,812 360,000 SH   SOLE 360,000 0 0
TRINITY MERGER CORP UNIT 05/11/2025 89653L205 1,063 100,000 SH   SOLE 100,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 19,694 860,000 SH   SOLE 860,000 0 0
TRUPANION INC COM 898202106 19,149 530,000 SH   SOLE 530,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 2,284 120,000 SH   SOLE 120,000 0 0
TUTOR PERINI CORP COM 901109108 3,051 220,000 SH   SOLE 220,000 0 0
TYSON FOODS INC CL A 902494103 24,222 300,000 SH   SOLE 300,000 0 0
ULTA BEAUTY INC COM 90384S303 1,734 5,000 SH   SOLE 5,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 18,514 1,330,000 SH   SOLE 1,330,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 597 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 5,658 456,000 SH   SOLE 456,000 0 0
UNDER ARMOUR INC CL C 904311206 8,880 400,000 SH   SOLE 400,000 0 0
UNION PACIFIC CORP COM 907818108 16,911 100,000 SH   SOLE 100,000 0 0
UNITED CONTL HLDGS INC COM 910047109 2,189 25,000 SH   SOLE 25,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 2,313 1,046,392 SH   SOLE 1,046,392 0 0
UNITED PARCEL SERVICE INC CL B 911312106 33,046 320,000 SH   SOLE 320,000 0 0
UNITED RENTALS INC COM 911363109 58,357 440,000 SH   SOLE 440,000 0 0
UNITED STATES STL CORP NEW COM 912909108 10,717 700,000 SH   SOLE 700,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 76,818 590,000 SH   SOLE 590,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 168,367 690,000 SH   SOLE 690,000 0 0
UNITI GROUP INC COM 91325V108 3,364 354,000 SH   SOLE 354,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 9,779 75,000 SH   SOLE 75,000 0 0
URBAN OUTFITTERS INC COM 917047102 1,752 76,999 SH   SOLE 76,999 0 0
US BANCORP DEL COM NEW 902973304 48,715 929,671 SH   SOLE 929,671 0 0
VALE S A SPONSORED ADS 91912E105 3,967 295,193 SH   SOLE 295,193 0 0
VALERO ENERGY CORP NEW COM 91913Y100 20,469 239,100 SH   SOLE 239,100 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 2,434 64,141 SH   SOLE 64,141 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 104,880 1,200,000 SH   SOLE 1,200,000 0 0
VENTAS INC COM 92276F100 20,902 305,800 SH   SOLE 305,800 0 0
VEREIT INC COM 92339V100 6,712 745,000 SH   SOLE 745,000 0 0
VERISIGN INC COM 92343E102 6,526 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 9,871 67,400 SH   SOLE 67,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 137,112 2,400,000 SH   SOLE 2,400,000 0 0
VERSUM MATLS INC COM 92532W103 2,579 50,000 SH   SOLE 50,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 42,177 230,000 SH   SOLE 230,000 0 0
VIACOM INC NEW CL B 92553P201 68,701 2,300,000 SH   SOLE 2,300,000 0 0
VICI PPTYS INC COM 925652109 4,695 213,000 SH   SOLE 213,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,032 33,500 SH   SOLE 33,500 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 2,046 237,103 SH   SOLE 237,103 0 0
VISA INC COM CL A 92826C839 363,171 2,092,600 SH   SOLE 2,092,600 0 0
VISTRA ENERGY CORP COM 92840M102 21,282 940,000 SH   SOLE 940,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 15,282 238,400 SH   SOLE 238,400 0 0
VOYA FINL INC COM 929089100 2,765 50,000 SH   SOLE 50,000 0 0
WABTEC CORP COM 929740108 3,083 42,968 SH   SOLE 42,968 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 20,600 376,800 SH   SOLE 376,800 0 0
WALMART INC COM 931142103 132,588 1,200,000 SH   SOLE 1,200,000 0 0
WASTE MGMT INC DEL COM 94106L109 18,459 160,000 SH   SOLE 160,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 39,136 420,000 SH   SOLE 420,000 0 0
WAYFAIR INC CL A 94419L101 4,380 30,000 SH   SOLE 30,000 0 0
WEC ENERGY GROUP INC COM 92939U106 9,087 109,000 SH   SOLE 109,000 0 0
WEIBO CORP SPONSORED ADR 948596101 1,238 28,417 SH   SOLE 28,417 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 7,449 390,000 SH   SOLE 390,000 0 0
WELLS FARGO CO NEW COM 949746101 198,744 4,200,000 SH   SOLE 4,200,000 0 0
WELLTOWER INC COM 95040Q104 12,963 159,000 SH   SOLE 159,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 2,503 20,000 SH   SOLE 20,000 0 0
WESTERN DIGITAL CORP COM 958102105 52,305 1,100,000 SH   SOLE 1,100,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 14,494 471,050 SH   SOLE 471,050 0 0
WESTROCK CO COM 96145D105 9,300 255,000 SH   SOLE 255,000 0 0
WEX INC COM 96208T104 5,390 25,900 SH   SOLE 25,900 0 0
WEYERHAEUSER CO COM 962166104 14,487 550,000 SH   SOLE 550,000 0 0
WIDEOPENWEST INC COM 96758W101 3,485 480,000 SH   SOLE 480,000 0 0
WILLIAMS COS INC DEL COM 969457100 35,957 1,282,359 SH   SOLE 1,282,359 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 19,154 100,000 SH   SOLE 100,000 0 0
WIX COM LTD SHS M98068105 3,990 28,078 SH   SOLE 28,078 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 2,846 48,072 SH   SOLE 48,072 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 12,276 170,000 SH   SOLE 170,000 0 0
WORLDPAY INC CL A 981558109 12,525 102,200 SH   SOLE 102,200 0 0
WPX ENERGY INC COM 98212B103 3,590 311,900 SH   SOLE 311,900 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 659 15,000 SH   SOLE 15,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,397 114,750 SH   SOLE 114,750 0 0
XCEL BRANDS INC COM NEW 98400M101 797 549,419 SH   SOLE 549,419 0 0
XCEL ENERGY INC COM 98389B100 13,534 227,500 SH   SOLE 227,500 0 0
XENON PHARMACEUTICALS INC COM 98420N105 1,529 155,100 SH   SOLE 155,100 0 0
XILINX INC COM 983919101 4,717 40,000 SH   SOLE 40,000 0 0
XPO LOGISTICS INC COM 983793100 13,296 230,000 SH   SOLE 230,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 10,435 573,049 SH   SOLE 573,049 0 0
YUM CHINA HLDGS INC COM 98850P109 19,483 421,701 SH   SOLE 421,701 0 0
YY INC SPONSORED ADS A 98426T106 2,048 29,392 SH   SOLE 29,392 0 0
ZAYO GROUP HLDGS INC COM 98919V105 2,633 80,000 SH   SOLE 80,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 32,543 276,397 SH   SOLE 276,397 0 0
ZIONS BANCORPORATION N A COM 989701107 25,289 550,000 SH   SOLE 550,000 0 0
ZOETIS INC CL A 98978V103 74,903 660,000 SH   SOLE 660,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 4,000 209,187 SH   SOLE 209,187 0 0
ZYNGA INC CL A 98986T108 1,226 200,000 SH   SOLE 200,000 0 0