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
Schlumberger NV COM 806857108 7,780 500,000 SH   SOLE NONE 500,000 0 0
Arch Capital Group Ltd COM G0450A105 6,172 211,000 SH   SOLE NONE 211,000 0 0
Assured Guaranty Ltd COM G0585R106 2,492 116,000 SH   SOLE NONE 116,000 0 0
Athene Holding Ltd COM G0684D107 27,094 795,000 SH   SOLE NONE 795,000 0 0
Axalta Coating Systems Ltd COM G0750C108 4,722 213,000 SH   SOLE NONE 213,000 0 0
Bunge Ltd COM G16962105 2,148 47,000 SH   SOLE NONE 47,000 0 0
Everest Re Group Ltd COM G3223R108 2,469 12,500 SH   SOLE NONE 12,500 0 0
IHS Markit Ltd COM G47567105 20,860 265,700 SH   SOLE NONE 265,700 0 0
RenaissanceRe Holdings Ltd COM G7496G103 2,886 17,000 SH   SOLE NONE 17,000 0 0
Lions Gate Entertainment Corp COM 535919500 1,046 120,000 SH   SOLE NONE 120,000 0 0
Manulife Financial Corp COM 56501R106 27,820 2,000,000 SH   SOLE NONE 2,000,000 0 0
Rogers Communications Inc COM 775109200 39,095 986,000 SH   SOLE NONE 986,000 0 0
Shopify Inc COM 82509L107 3,937 3,849 SH   SOLE NONE 3,849 0 0
TE Connectivity Ltd COM H84989104 163 1,664 SH   SOLE NONE 1,664 0 0
Amdocs Ltd COM G02602103 5,569 97,000 SH   SOLE NONE 97,000 0 0
Nielsen Holdings PLC COM G6518L108 25,453 1,795,000 SH   SOLE NONE 1,795,000 0 0
Atlassian Corp PLC COM G06242104 14,725 81,000 SH   SOLE NONE 81,000 0 0
Accenture PLC COM G1151C101 328 1,451 SH   SOLE NONE 1,451 0 0
Eaton Corp PLC COM G29183103 12,856 126,000 SH   SOLE NONE 126,000 0 0
Willis Towers Watson PLC COM G96629103 10,441 50,000 SH   SOLE NONE 50,000 0 0
Trane Technologies PLC COM G8994E103 14,429 119,000 SH   SOLE NONE 119,000 0 0
Medtronic PLC COM G5960L103 80,538 775,000 SH   SOLE NONE 775,000 0 0
Johnson Controls International COM G51502105 64,094 1,569,000 SH   SOLE NONE 1,569,000 0 0
Linde PLC COM G5494J103 43,102 181,000 SH   SOLE NONE 181,000 0 0
CyberArk Software Ltd COM M2682V108 134 1,300 SH   SOLE NONE 1,300 0 0
Ambarella Inc COM G037AX101 113 2,161 SH   SOLE NONE 2,161 0 0
Carnival Corp COM 143658300 334 22,010 SH   SOLE NONE 22,010 0 0
AT&T Inc COM 00206R102 4,991 175,053 SH   SOLE NONE 175,053 0 0
Abbott Laboratories COM 002824100 4,353 40,000 SH   SOLE NONE 40,000 0 0
AbbVie Inc COM 00287Y109 17,031 194,444 SH   SOLE NONE 194,444 0 0
Adobe Inc COM 00724F101 8,342 17,010 SH   SOLE NONE 17,010 0 0
AECOM COM 00766T100 5,732 137,000 SH   SOLE NONE 137,000 0 0
Advanced Micro Devices Inc COM 007903107 18,608 226,950 SH   SOLE NONE 226,950 0 0
Air Products and Chemicals Inc COM 009158106 16,382 55,000 SH   SOLE NONE 55,000 0 0
Albemarle Corp COM 012653101 2,151 24,094 SH   SOLE NONE 24,094 0 0
Align Technology Inc COM 016255101 1,219 3,724 SH   SOLE NONE 3,724 0 0
Ally Financial Inc COM 02005N100 3,410 136,000 SH   SOLE NONE 136,000 0 0
Alphabet Inc COM 02079K107 83,500 56,818 SH   SOLE NONE 56,818 0 0
Alphabet Inc COM 02079K305 162,771 111,061 SH   SOLE NONE 111,061 0 0
Altice USA Inc COM 02156K103 25,568 983,400 SH   SOLE NONE 983,400 0 0
Altria Group Inc COM 02209S103 4,513 116,800 SH   SOLE NONE 116,800 0 0
Amazon.com Inc COM 023135106 496,781 157,772 SH   SOLE NONE 157,772 0 0
Amazon.com Inc COM 023135106 3,149 1,000 SH   SOLE NONE 1,000 0 0
AMETEK Inc COM 031100100 6,063 61,000 SH   SOLE NONE 61,000 0 0
Amgen Inc COM 031162100 13,979 55,000 SH   SOLE NONE 55,000 0 0
Anaplan Inc COM 03272L108 9,450 151,000 SH   SOLE NONE 151,000 0 0
Anthem Inc COM 036752103 73,567 273,900 SH   SOLE NONE 273,900 0 0
Apple Inc COM 037833100 435,006 3,756,203 SH   SOLE NONE 3,756,203 0 0
Applied Materials Inc COM 038222105 8,543 143,694 SH   SOLE NONE 143,694 0 0
Aramark COM 03852U106 20,578 778,000 SH   SOLE NONE 778,000 0 0
Arista Networks Inc COM 040413106 615 2,973 SH   SOLE NONE 2,973 0 0
Ashland Global Holdings Inc COM 044186104 2,837 40,000 SH   SOLE NONE 40,000 0 0
Associated Banc-Corp COM 045487105 1,641 130,000 SH   SOLE NONE 130,000 0 0
Autodesk Inc COM 052769106 26,713 115,637 SH   SOLE NONE 115,637 0 0
Automatic Data Processing Inc COM 053015103 12,554 90,000 SH   SOLE NONE 90,000 0 0
Avangrid Inc COM 05351W103 1,514 30,000 SH   SOLE NONE 30,000 0 0
Baidu Inc ADR 056752108 294 2,320 SH   SOLE NONE 2,320 0 0
Ball Corp COM 058498106 49,872 600,000 SH   SOLE NONE 600,000 0 0
Bank of America Corp COM 060505104 74,915 3,109,805 SH   SOLE NONE 3,109,805 0 0
Bank of New York Mellon Corp/T COM 064058100 1,545 45,000 SH   SOLE NONE 45,000 0 0
Baxter International Inc COM 071813109 5,227 65,000 SH   SOLE NONE 65,000 0 0
W R Berkley Corp COM 084423102 2,446 40,000 SH   SOLE NONE 40,000 0 0
Beyond Meat Inc COM 08862E109 991 5,967 SH   SOLE NONE 5,967 0 0
Bill.com Holdings Inc COM 090043100 3,210 32,000 SH   SOLE NONE 32,000 0 0
Biogen Inc COM 09062X103 21,568 76,029 SH   SOLE NONE 76,029 0 0
BlackRock Inc COM 09247X101 7,270 12,900 SH   SOLE NONE 12,900 0 0
Boeing Co/The COM 097023105 16,200 98,029 SH   SOLE NONE 98,029 0 0
Booking Holdings Inc COM 09857L108 43,270 25,294 SH   SOLE NONE 25,294 0 0
Booz Allen Hamilton Holding Co COM 099502106 6,273 75,600 SH   SOLE NONE 75,600 0 0
BorgWarner Inc COM 099724106 336 8,685 SH   SOLE NONE 8,685 0 0
Boston Scientific Corp COM 101137107 9,679 253,318 SH   SOLE NONE 253,318 0 0
Bright Horizons Family Solutio COM 109194100 758 4,984 SH   SOLE NONE 4,984 0 0
Brighthouse Financial Inc COM 10922N103 1,480 55,000 SH   SOLE NONE 55,000 0 0
Broadridge Financial Solutions COM 11133T103 1,042 7,892 SH   SOLE NONE 7,892 0 0
Broadcom Inc COM 11135F101 2,221 6,096 SH   SOLE NONE 6,096 0 0
Brown & Brown Inc COM 115236101 10,557 233,200 SH   SOLE NONE 233,200 0 0
Bruker Corp COM 116794108 3,164 79,600 SH   SOLE NONE 79,600 0 0
Cigna Corp COM 125523100 20,295 119,800 SH   SOLE NONE 119,800 0 0
CME Group Inc COM 12572Q105 35,135 210,000 SH   SOLE NONE 210,000 0 0
CSX Corp COM 126408103 1,320 17,000 SH   SOLE NONE 17,000 0 0
CVS Health Corp COM 126650100 24,194 414,273 SH   SOLE NONE 414,273 0 0
CACI International Inc COM 127190304 6,054 28,400 SH   SOLE NONE 28,400 0 0
Cadence Design Systems Inc COM 127387108 19,993 187,500 SH   SOLE NONE 187,500 0 0
Caesars Entertainment Inc COM 12769G100 7,185 128,161 SH   SOLE NONE 128,161 0 0
Capital One Financial Corp COM 14040H105 29,894 416,000 SH   SOLE NONE 416,000 0 0
Caterpillar Inc COM 149123101 390 2,614 SH   SOLE NONE 2,614 0 0
Centene Corp COM 15135B101 4,958 85,000 SH   SOLE NONE 85,000 0 0
Chevron Corp COM 166764100 8,444 117,272 SH   SOLE NONE 117,272 0 0
Cisco Systems Inc COM 17275R102 40,522 1,028,747 SH   SOLE NONE 1,028,747 0 0
Citigroup Inc COM 172967424 12,823 297,458 SH   SOLE NONE 297,458 0 0
Citizens Financial Group Inc COM 174610105 4,550 180,000 SH   SOLE NONE 180,000 0 0
CLEVELAND-CLIFFS INC CDS CB 185899101 7,240 7,000,000 PRN   SOLE NONE 905,090 0 0
Coca-Cola Co/The COM 191216100 41,387 838,302 SH   SOLE NONE 838,302 0 0
Cognizant Technology Solutions COM 192446102 21,520 310,000 SH   SOLE NONE 310,000 0 0
Comcast Corp COM 20030N101 9,252 200,000 SH   SOLE NONE 200,000 0 0
Concho Resources Inc COM 20605P101 2,206 50,000 SH   SOLE NONE 50,000 0 0
ConocoPhillips COM 20825C104 31,001 944,000 SH   SOLE NONE 944,000 0 0
Constellation Brands Inc COM 21036P108 2,274 12,000 SH   SOLE NONE 12,000 0 0
CoreLogic Inc/United States COM 21871D103 135,340 2,000,000 SH   SOLE NONE 2,000,000 0 0
Corning Inc COM 219350105 577 17,812 SH   SOLE NONE 17,812 0 0
Corteva Inc COM 22052L104 529 18,347 SH   SOLE NONE 18,347 0 0
Costco Wholesale Corp COM 22160K105 40,115 113,000 SH   SOLE NONE 113,000 0 0
Coty Inc COM 222070203 2,762 1,023,000 SH   SOLE NONE 1,023,000 0 0
Coupa Software Inc COM 22266L106 15,906 58,000 SH   SOLE NONE 58,000 0 0
Crane Co COM 224399105 1,530 30,521 SH   SOLE NONE 30,521 0 0
Cree Inc COM 225447101 218 3,427 SH   SOLE NONE 3,427 0 0
Crowdstrike Holdings Inc COM 22788C105 28,247 205,699 SH   SOLE NONE 205,699 0 0
Curtiss-Wright Corp COM 231561101 3,730 40,000 SH   SOLE NONE 40,000 0 0
DR Horton Inc COM 23331A109 20,239 267,609 SH   SOLE NONE 267,609 0 0
DXC Technology Co COM 23355L106 1,965 110,100 SH   SOLE NONE 110,100 0 0
Danaher Corp COM 235851102 15,719 73,000 SH   SOLE NONE 73,000 0 0
Darden Restaurants Inc COM 237194105 15,111 150,000 SH   SOLE NONE 150,000 0 0
Datadog Inc COM 23804L103 808 7,914 SH   SOLE NONE 7,914 0 0
Deere & Co COM 244199105 13,741 62,000 SH   SOLE NONE 62,000 0 0
Delta Air Lines Inc COM 247361702 1,997 65,294 SH   SOLE NONE 65,294 0 0
Walt Disney Co/The COM 254687106 91,304 735,850 SH   SOLE NONE 735,850 0 0
Discover Financial Services COM 254709108 19,067 330,000 SH   SOLE NONE 330,000 0 0
Discovery Inc COM 25470F302 6,370 325,000 SH   SOLE NONE 325,000 0 0
DISH Network Corp COM 25470M109 7,577 261,000 SH   SOLE NONE 261,000 0 0
DocuSign Inc COM 256163106 7,000 32,521 SH   SOLE NONE 32,521 0 0
Dollar General Corp COM 256677105 36,812 175,615 SH   SOLE NONE 175,615 0 0
Dollar Tree Inc COM 256746108 25,575 280,000 SH   SOLE NONE 280,000 0 0
Dover Corp COM 260003108 8,776 81,000 SH   SOLE NONE 81,000 0 0
Duke Energy Corp COM 26441C204 8,767 99,000 SH   SOLE NONE 99,000 0 0
DuPont de Nemours Inc COM 26614N102 57,644 1,039,000 SH   SOLE NONE 1,039,000 0 0
Dynatrace Inc COM 268150109 8,532 207,990 SH   SOLE NONE 207,990 0 0
EOG Resources Inc COM 26875P101 10,638 296,000 SH   SOLE NONE 296,000 0 0
Eagle Materials Inc COM 26969P108 561 6,500 SH   SOLE NONE 6,500 0 0
Eastman Chemical Co COM 277432100 2,500 32,000 SH   SOLE NONE 32,000 0 0
eBay Inc COM 278642103 6,012 115,400 SH   SOLE NONE 115,400 0 0
Ecolab Inc COM 278865100 43,165 216,000 SH   SOLE NONE 216,000 0 0
Edwards Lifesciences Corp COM 28176E108 46,481 582,320 SH   SOLE NONE 582,320 0 0
8x8 Inc COM 282914100 3,982 256,058 SH   SOLE NONE 256,058 0 0
Electronic Arts Inc COM 285512109 21,205 162,600 SH   SOLE NONE 162,600 0 0
Element Solutions Inc COM 28618M106 1,177 112,000 SH   SOLE NONE 112,000 0 0
Etsy Inc COM 29786A106 1,557 12,800 SH   SOLE NONE 12,800 0 0
Euronet Worldwide Inc COM 298736109 2 23 SH   SOLE NONE 23 0 0
Everbridge Inc COM 29978A104 3,520 28,000 SH   SOLE NONE 28,000 0 0
Evergy Inc COM 30034W106 6,810 134,000 SH   SOLE NONE 134,000 0 0
Exelon Corp COM 30161N101 11,908 333,000 SH   SOLE NONE 333,000 0 0
Expedia Group Inc COM 30212P303 18,597 202,822 SH   SOLE NONE 202,822 0 0
Expeditors International of Wa COM 302130109 30,053 332,000 SH   SOLE NONE 332,000 0 0
Exxon Mobil Corp COM 30231G102 31,483 917,065 SH   SOLE NONE 917,065 0 0
FLIR Systems Inc COM 302445101 1,089 30,365 SH   SOLE NONE 30,365 0 0
Facebook Inc COM 30303M102 142,952 545,827 SH   SOLE NONE 545,827 0 0
FedEx Corp COM 31428X106 8,223 32,693 SH   SOLE NONE 32,693 0 0
F5 Networks Inc COM 315616102 859 7,000 SH   SOLE NONE 7,000 0 0
Fidelity National Information COM 31620M106 74,783 508,000 SH   SOLE NONE 508,000 0 0
Fidelity National Financial In COM 31620R303 9,362 299,000 SH   SOLE NONE 299,000 0 0
FireEye Inc COM 31816Q101 302 24,435 SH   SOLE NONE 24,435 0 0
First American Financial Corp COM 31847R102 1,018 20,000 SH   SOLE NONE 20,000 0 0
First Citizens BancShares Inc/ COM 31946M103 2,231 7,000 SH   SOLE NONE 7,000 0 0
Fiserv Inc COM 337738108 341 3,306 SH   SOLE NONE 3,306 0 0
Five9 Inc COM 338307101 2,075 16,000 SH   SOLE NONE 16,000 0 0
Floor & Decor Holdings Inc COM 339750101 481 6,432 SH   SOLE NONE 6,432 0 0
Ford Motor Co COM 345370860 680 102,057 SH   SOLE NONE 102,057 0 0
Fortinet Inc COM 34959E109 4,335 36,800 SH   SOLE NONE 36,800 0 0
Fortive Corp COM 34959J108 23,642 371,000 SH   SOLE NONE 371,000 0 0
frontdoor Inc COM 35905A109 6,770 174,000 SH   SOLE NONE 174,000 0 0
GCI Liberty Inc COM 36164V305 6,885 84,000 SH   SOLE NONE 84,000 0 0
Gartner Inc COM 366651107 2,829 22,643 SH   SOLE NONE 22,643 0 0
General Electric Co COM 369604103 6,805 1,092,332 SH   SOLE NONE 1,092,332 0 0
General Mills Inc COM 370334104 573 9,285 SH   SOLE NONE 9,285 0 0
General Motors Co COM 37045V100 64,615 2,183,692 SH   SOLE NONE 2,183,692 0 0
Genuine Parts Co COM 372460105 2,855 30,000 SH   SOLE NONE 30,000 0 0
Gilead Sciences Inc COM 375558103 45,370 718,000 SH   SOLE NONE 718,000 0 0
Globe Life Inc COM 37959E102 9,109 114,000 SH   SOLE NONE 114,000 0 0
GoDaddy Inc COM 380237107 1,519 20,000 SH   SOLE NONE 20,000 0 0
Goldman Sachs Group Inc/The COM 38141G104 54,772 272,539 SH   SOLE NONE 272,539 0 0
Graco Inc COM 384109104 3,988 65,000 SH   SOLE NONE 65,000 0 0
GrafTech International Ltd COM 384313508 2,387 349,000 SH   SOLE NONE 349,000 0 0
Graphic Packaging Holding Co COM 388689101 3,297 234,000 SH   SOLE NONE 234,000 0 0
HCA Healthcare Inc COM 40412C101 10,049 80,600 SH   SOLE NONE 80,600 0 0
HD Supply Holdings Inc COM 40416M105 6,640 161,000 SH   SOLE NONE 161,000 0 0
HP Inc COM 40434L105 15,192 800,000 SH   SOLE NONE 800,000 0 0
Halliburton Co COM 406216101 85 7,041 SH   SOLE NONE 7,041 0 0
Harley-Davidson Inc COM 412822108 1,953 79,600 SH   SOLE NONE 79,600 0 0
Hartford Financial Services Gr COM 416515104 7,114 193,000 SH   SOLE NONE 193,000 0 0
Hershey Co/The COM 427866108 9,116 63,600 SH   SOLE NONE 63,600 0 0
Hexcel Corp COM 428291108 3,348 99,800 SH   SOLE NONE 99,800 0 0
HollyFrontier Corp COM 436106108 1,715 87,000 SH   SOLE NONE 87,000 0 0
Hologic Inc COM 436440101 42,940 646,000 SH   SOLE NONE 646,000 0 0
Home Depot Inc/The COM 437076102 62,867 226,376 SH   SOLE NONE 226,376 0 0
Howmet Aerospace Inc COM 443201108 1,672 100,000 SH   SOLE NONE 100,000 0 0
Humana Inc COM 444859102 68,409 165,282 SH   SOLE NONE 165,282 0 0
JB Hunt Transport Services Inc COM 445658107 6,698 53,000 SH   SOLE NONE 53,000 0 0
Huntington Bancshares Inc/OH COM 446150104 2,127 232,000 SH   SOLE NONE 232,000 0 0
Hyatt Hotels Corp COM 448579102 9,673 181,252 SH   SOLE NONE 181,252 0 0
IAA Inc COM 449253103 27,545 529,000 SH   SOLE NONE 529,000 0 0
ITT Inc COM 45073V108 1,358 23,000 SH   SOLE NONE 23,000 0 0
IDACORP Inc COM 451107106 6,312 79,000 SH   SOLE NONE 79,000 0 0
IDEXX Laboratories Inc COM 45168D104 3,538 9,000 SH   SOLE NONE 9,000 0 0
Illumina Inc COM 452327109 2,465 7,976 SH   SOLE NONE 7,976 0 0
Immunomedics Inc COM 452907108 145,571 1,712,000 SH   SOLE NONE 1,712,000 0 0
Immunomedics Inc COM 452907108 2,857 33,600 SH   SOLE NONE 33,600 0 0
Ingredion Inc COM 457187102 3,234 42,729 SH   SOLE NONE 42,729 0 0
Integra LifeSciences Holdings COM 457985208 2,361 50,000 SH   SOLE NONE 50,000 0 0
Intel Corp COM 458140100 71,947 1,389,476 SH   SOLE NONE 1,389,476 0 0
Interactive Brokers Group Inc COM 45841N107 3,673 76,000 SH   SOLE NONE 76,000 0 0
Intercontinental Exchange Inc COM 45866F104 20,010 200,000 SH   SOLE NONE 200,000 0 0
IBM COM 459200101 1,843 15,149 SH   SOLE NONE 15,149 0 0
Intuit Inc COM 461202103 20,551 63,000 SH   SOLE NONE 63,000 0 0
Intuitive Surgical Inc COM 46120E602 383 540 SH   SOLE NONE 540 0 0
Ionis Pharmaceuticals Inc COM 462222100 587 12,374 SH   SOLE NONE 12,374 0 0
iRobot Corp COM 462726100 1,372 18,083 SH   SOLE NONE 18,083 0 0
JPMorgan Chase & Co COM 46625H100 213,279 2,215,426 SH   SOLE NONE 2,215,426 0 0
JetBlue Airways Corp COM 477143101 2,000 176,521 SH   SOLE NONE 176,521 0 0
Johnson & Johnson COM 478160104 221,874 1,490,285 SH   SOLE NONE 1,490,285 0 0
Kansas City Southern COM 485170302 3,074 17,000 SH   SOLE NONE 17,000 0 0
Kemper Corp COM 488401100 1,056 15,800 SH   SOLE NONE 15,800 0 0
Keysight Technologies Inc COM 49338L103 630 6,374 SH   SOLE NONE 6,374 0 0
Kimberly-Clark Corp COM 494368103 3,692 25,000 SH   SOLE NONE 25,000 0 0
Kinder Morgan Inc COM 49456B101 24,660 2,000,000 SH   SOLE NONE 2,000,000 0 0
Kohl's Corp COM 500255104 1,234 66,600 SH   SOLE NONE 66,600 0 0
Kraft Heinz Co/The COM 500754106 118 3,933 SH   SOLE NONE 3,933 0 0
LKQ Corp COM 501889208 4,201 151,500 SH   SOLE NONE 151,500 0 0
LPL Financial Holdings Inc COM 50212V100 4,294 56,000 SH   SOLE NONE 56,000 0 0
Laboratory Corp of America Hol COM 50540R409 3,972 21,100 SH   SOLE NONE 21,100 0 0
Las Vegas Sands Corp COM 517834107 4,211 90,245 SH   SOLE NONE 90,245 0 0
Estee Lauder Cos Inc/The COM 518439104 5,117 23,447 SH   SOLE NONE 23,447 0 0
Leidos Holdings Inc COM 525327102 1,337 15,000 SH   SOLE NONE 15,000 0 0
Lennar Corp COM 526057302 7,307 111,293 SH   SOLE NONE 111,293 0 0
Eli Lilly and Co COM 532457108 14,743 99,600 SH   SOLE NONE 99,600 0 0
Lincoln National Corp COM 534187109 3,164 101,000 SH   SOLE NONE 101,000 0 0
Lockheed Martin Corp COM 539830109 84,488 220,435 SH   SOLE NONE 220,435 0 0
Lowe's Cos Inc COM 548661107 50,587 305,000 SH   SOLE NONE 305,000 0 0
Lululemon Athletica Inc COM 550021109 14,822 45,000 SH   SOLE NONE 45,000 0 0
MGIC Investment Corp COM 552848103 11,219 1,266,200 SH   SOLE NONE 1,266,200 0 0
MSCI Inc COM 55354G100 17,839 50,000 SH   SOLE NONE 50,000 0 0
Macquarie Infrastructure Corp COM 55608B105 786 29,238 SH   SOLE NONE 29,238 0 0
Madison Square Garden Sports C COM 55825T103 8,577 57,000 SH   SOLE NONE 57,000 0 0
Madison Square Garden Entertai COM 55826T102 1,712 25,000 SH   SOLE NONE 25,000 0 0
ManpowerGroup Inc COM 56418H100 13,639 186,000 SH   SOLE NONE 186,000 0 0
Marsh & McLennan Cos Inc COM 571748102 19,163 167,070 SH   SOLE NONE 167,070 0 0
Masco Corp COM 574599106 11,688 212,000 SH   SOLE NONE 212,000 0 0
Mastercard Inc COM 57636Q104 12,939 38,261 SH   SOLE NONE 38,261 0 0
Maxim Integrated Products Inc COM 57772K101 8,789 130,000 SH   SOLE NONE 130,000 0 0
McDonald's Corp COM 580135101 28,254 128,724 SH   SOLE NONE 128,724 0 0
McKesson Corp COM 58155Q103 1,460 9,800 SH   SOLE NONE 9,800 0 0
MercadoLibre Inc COM 58733R102 250 231 SH   SOLE NONE 231 0 0
Merck & Co Inc COM 58933Y105 28,535 344,000 SH   SOLE NONE 344,000 0 0
Mercury General Corp COM 589400100 3,686 89,100 SH   SOLE NONE 89,100 0 0
MetLife Inc COM 59156R108 84,896 2,284,000 SH   SOLE NONE 2,284,000 0 0
Microsoft Corp COM 594918104 655,836 3,118,130 SH   SOLE NONE 3,118,130 0 0
Micron Technology Inc COM 595112103 2,200 46,840 SH   SOLE NONE 46,840 0 0
Middleby Corp/The COM 596278101 14,318 159,600 SH   SOLE NONE 159,600 0 0
Mohawk Industries Inc COM 608190104 1,464 15,000 SH   SOLE NONE 15,000 0 0
Mondelez International Inc COM 609207105 18,671 325,000 SH   SOLE NONE 325,000 0 0
Monolithic Power Systems Inc COM 609839105 2,796 10,000 SH   SOLE NONE 10,000 0 0
Motorola Solutions Inc COM 620076307 322 2,053 SH   SOLE NONE 2,053 0 0
National Instruments Corp COM 636518102 1,785 50,000 SH   SOLE NONE 50,000 0 0
National Oilwell Varco Inc COM 637071101 6,930 764,919 SH   SOLE NONE 764,919 0 0
NetApp Inc COM 64110D104 7,693 175,474 SH   SOLE NONE 175,474 0 0
Netflix Inc COM 64110L106 14,586 29,171 SH   SOLE NONE 29,171 0 0
New Relic Inc COM 64829B100 3,382 60,000 SH   SOLE NONE 60,000 0 0
Newmont Corp COM 651639106 14,865 234,278 SH   SOLE NONE 234,278 0 0
NextEra Energy Inc COM 65339F101 4,719 68,000 SH   SOLE NONE 68,000 0 0
NIKE Inc COM 654106103 55,634 443,157 SH   SOLE NONE 443,157 0 0
NiSource Inc COM 65473P105 93,768 4,262,200 SH   SOLE NONE 4,262,200 0 0
Noble Energy Inc COM 655044105 1,710 200,000 SH   SOLE NONE 200,000 0 0
Norfolk Southern Corp COM 655844108 34,452 161,000 SH   SOLE NONE 161,000 0 0
Northern Trust Corp COM 665859104 5,146 66,000 SH   SOLE NONE 66,000 0 0
Northrop Grumman Corp COM 666807102 20,822 66,000 SH   SOLE NONE 66,000 0 0
NortonLifeLock Inc COM 668771108 78,495 3,766,555 SH   SOLE NONE 3,766,555 0 0
Nu Skin Enterprises Inc COM 67018T105 501 10,000 SH   SOLE NONE 10,000 0 0
NVIDIA Corp COM 67066G104 53,583 99,004 SH   SOLE NONE 99,004 0 0
O'Reilly Automotive Inc COM 67103H107 17,244 37,400 SH   SOLE NONE 37,400 0 0
ONEOK Inc COM 682680103 3,611 139,000 SH   SOLE NONE 139,000 0 0
Oracle Corp COM 68389X105 17,015 285,000 SH   SOLE NONE 285,000 0 0
Otis Worldwide Corp COM 68902V107 14,450 231,500 SH   SOLE NONE 231,500 0 0
PG&E Corp COM 69331C108 33,053 3,520,000 SH   SOLE NONE 3,520,000 0 0
PNC Financial Services Group I COM 693475105 8,243 75,000 SH   SOLE NONE 75,000 0 0
PRA Health Sciences Inc COM 69354M108 1,319 13,000 SH   SOLE NONE 13,000 0 0
PayPal Holdings Inc COM 70450Y103 2,801 14,217 SH   SOLE NONE 14,217 0 0
Pegasystems Inc COM 705573103 9,030 74,600 SH   SOLE NONE 74,600 0 0
Peloton Interactive Inc COM 70614W100 16,455 165,810 SH   SOLE NONE 165,810 0 0
PepsiCo Inc COM 713448108 32,710 236,000 SH   SOLE NONE 236,000 0 0
Pfizer Inc COM 717081103 57,475 1,566,081 SH   SOLE NONE 1,566,081 0 0
Philip Morris International In COM 718172109 11,998 160,000 SH   SOLE NONE 160,000 0 0
Phillips 66 COM 718546104 2,805 54,100 SH   SOLE NONE 54,100 0 0
Pioneer Natural Resources Co COM 723787107 2,322 27,000 SH   SOLE NONE 27,000 0 0
Polaris Inc COM 731068102 2,264 24,000 SH   SOLE NONE 24,000 0 0
Pool Corp COM 73278L105 1,338 4,000 SH   SOLE NONE 4,000 0 0
Procter & Gamble Co/The COM 742718109 35,998 259,000 SH   SOLE NONE 259,000 0 0
Progressive Corp/The COM 743315103 17,893 189,000 SH   SOLE NONE 189,000 0 0
Prudential Financial Inc COM 744320102 7,336 115,497 SH   SOLE NONE 115,497 0 0
PulteGroup Inc COM 745867101 4,629 100,000 SH   SOLE NONE 100,000 0 0
QUALCOMM Inc COM 747525103 41,872 355,815 SH   SOLE NONE 355,815 0 0
Quest Diagnostics Inc COM 74834L100 16,372 143,000 SH   SOLE NONE 143,000 0 0
Ralph Lauren Corp COM 751212101 646 9,500 SH   SOLE NONE 9,500 0 0
Raytheon Technologies Corp COM 75513E101 14,540 252,698 SH   SOLE NONE 252,698 0 0
Regal Beloit Corp COM 758750103 1,596 17,000 SH   SOLE NONE 17,000 0 0
Regeneron Pharmaceuticals Inc COM 75886F107 348 621 SH   SOLE NONE 621 0 0
Reinsurance Group of America I COM 759351604 1,759 18,484 SH   SOLE NONE 18,484 0 0
Republic Services Inc COM 760759100 9,428 101,000 SH   SOLE NONE 101,000 0 0
Roku Inc COM 77543R102 4,814 25,500 SH   SOLE NONE 25,500 0 0
S&P Global Inc COM 78409V104 52,815 146,465 SH   SOLE NONE 146,465 0 0
SEI Investments Co COM 784117103 2,840 56,000 SH   SOLE NONE 56,000 0 0
salesforce.com Inc COM 79466L302 7,335 29,184 SH   SOLE NONE 29,184 0 0
Santander Consumer USA Holding COM 80283M101 3,198 175,800 SH   SOLE NONE 175,800 0 0
Schneider National Inc COM 80689H102 1,039 42,000 SH   SOLE NONE 42,000 0 0
Charles Schwab Corp/The COM 808513105 326 9,009 SH   SOLE NONE 9,009 0 0
Seaboard Corp COM 811543107 306 108 SH   SOLE NONE 108 0 0
ServiceNow Inc COM 81762P102 3,872 7,984 SH   SOLE NONE 7,984 0 0
Sherwin-Williams Co/The COM 824348106 13,238 19,000 SH   SOLE NONE 19,000 0 0
Signature Bank/New York NY COM 82669G104 747 9,000 SH   SOLE NONE 9,000 0 0
Skyworks Solutions Inc COM 83088M102 7,723 53,082 SH   SOLE NONE 53,082 0 0
Spirit AeroSystems Holdings In COM 848574109 1,891 100,000 SH   SOLE NONE 100,000 0 0
Splunk Inc COM 848637104 517 2,747 SH   SOLE NONE 2,747 0 0
Square Inc COM 852234103 1,547 9,516 SH   SOLE NONE 9,516 0 0
State Street Corp COM 857477103 3,560 60,000 SH   SOLE NONE 60,000 0 0
Stryker Corp COM 863667101 9,394 45,083 SH   SOLE NONE 45,083 0 0
SunPower Corp COM 867652406 36 2,874 SH   SOLE NONE 2,874 0 0
Switch Inc COM 87105L104 3,218 206,132 SH   SOLE NONE 206,132 0 0
Synaptics Inc COM 87157D109 155 1,927 SH   SOLE NONE 1,927 0 0
Synopsys Inc COM 871607107 9,971 46,600 SH   SOLE NONE 46,600 0 0
SYNNEX Corp COM 87162W100 1,541 11,000 SH   SOLE NONE 11,000 0 0
TD Ameritrade Holding Corp COM 87236Y108 37,200 950,200 SH   SOLE NONE 950,200 0 0
TJX Cos Inc/The COM 872540109 6,678 120,000 SH   SOLE NONE 120,000 0 0
T-Mobile US Inc COM 872590104 3,545 31,000 SH   SOLE NONE 31,000 0 0
Tapestry Inc COM 876030107 56 3,560 SH   SOLE NONE 3,560 0 0
Target Corp COM 87612E106 26,761 170,000 SH   SOLE NONE 170,000 0 0
Telephone and Data Systems Inc COM 879433829 756 41,000 SH   SOLE NONE 41,000 0 0
Tempur Sealy International Inc COM 88023U101 7,331 82,200 SH   SOLE NONE 82,200 0 0
Tesla Inc COM 88160R101 1,991 4,640 SH   SOLE NONE 4,640 0 0
Texas Capital Bancshares Inc COM 88224Q107 3,710 119,174 SH   SOLE NONE 119,174 0 0
Texas Instruments Inc COM 882508104 356 2,490 SH   SOLE NONE 2,490 0 0
Textron Inc COM 883203101 2 66 SH   SOLE NONE 66 0 0
3M Co COM 88579Y101 1,187 7,410 SH   SOLE NONE 7,410 0 0
TransUnion COM 89400J107 4,038 48,000 SH   SOLE NONE 48,000 0 0
TripAdvisor Inc COM 896945201 627 32,031 SH   SOLE NONE 32,031 0 0
Truist Financial Corp COM 89832Q109 7,800 205,000 SH   SOLE NONE 205,000 0 0
Twilio Inc COM 90138F102 1,894 7,666 SH   SOLE NONE 7,666 0 0
Twitter Inc COM 90184L102 786 17,661 SH   SOLE NONE 17,661 0 0
Tyson Foods Inc COM 902494103 6,840 115,000 SH   SOLE NONE 115,000 0 0
US Bancorp COM 902973304 11,042 308,000 SH   SOLE NONE 308,000 0 0
Umpqua Holdings Corp COM 904214103 2,082 196,000 SH   SOLE NONE 196,000 0 0
United Airlines Holdings Inc COM 910047109 17,375 500,000 SH   SOLE NONE 500,000 0 0
United States Cellular Corp COM 911684108 827 28,000 SH   SOLE NONE 28,000 0 0
UnitedHealth Group Inc COM 91324P102 31,015 99,480 SH   SOLE NONE 99,480 0 0
Unum Group COM 91529Y106 5,874 349,000 SH   SOLE NONE 349,000 0 0
Vale SA ADR 91912E105 392 37,043 SH   SOLE NONE 37,043 0 0
Valero Energy Corp COM 91913Y100 853 19,700 SH   SOLE NONE 19,700 0 0
Valvoline Inc COM 92047W101 3,865 203,000 SH   SOLE NONE 203,000 0 0
Varian Medical Systems Inc COM 92220P105 61,854 359,616 SH   SOLE NONE 359,616 0 0
Veeva Systems Inc COM 922475108 85 301 SH   SOLE NONE 301 0 0
VeriSign Inc COM 92343E102 19,666 96,000 SH   SOLE NONE 96,000 0 0
Verizon Communications Inc COM 92343V104 82,096 1,380,000 SH   SOLE NONE 1,380,000 0 0
Verisk Analytics Inc COM 92345Y106 2,965 16,000 SH   SOLE NONE 16,000 0 0
ViacomCBS Inc COM 92556H107 155 5,109 SH   SOLE NONE 5,109 0 0
ViacomCBS Inc COM 92556H206 47,491 1,695,512 SH   SOLE NONE 1,695,512 0 0
Visa Inc COM 92826C839 2,773,279 13,868,474 SH   SOLE NONE 13,868,474 0 0
Voya Financial Inc COM 929089100 4,218 88,000 SH   SOLE NONE 88,000 0 0
Walmart Inc COM 931142103 35,677 255,000 SH   SOLE NONE 255,000 0 0
Waste Management Inc COM 94106L109 8,488 75,000 SH   SOLE NONE 75,000 0 0
Webster Financial Corp COM 947890109 924 35,000 SH   SOLE NONE 35,000 0 0
Wells Fargo & Co COM 949746101 21,089 897,035 SH   SOLE NONE 897,035 0 0
Western Alliance Bancorp COM 957638109 4,617 146,000 SH   SOLE NONE 146,000 0 0
Western Digital Corp COM 958102105 698 19,095 SH   SOLE NONE 19,095 0 0
Workday Inc COM 98138H101 2,215 10,298 SH   SOLE NONE 10,298 0 0
Wyndham Destinations Inc COM 98310W108 3,845 125,000 SH   SOLE NONE 125,000 0 0
Wynn Resorts Ltd COM 983134107 253 3,529 SH   SOLE NONE 3,529 0 0
Xilinx Inc COM 983919101 1,846 17,709 SH   SOLE NONE 17,709 0 0
Yelp Inc COM 985817105 547 27,225 SH   SOLE NONE 27,225 0 0
Yum! Brands Inc COM 988498101 16,891 185,000 SH   SOLE NONE 185,000 0 0
Zendesk Inc COM 98936J101 7,204 70,000 SH   SOLE NONE 70,000 0 0
Zimmer Biomet Holdings Inc COM 98956P102 2,995 22,000 SH   SOLE NONE 22,000 0 0
Zscaler Inc COM 98980G102 305 2,166 SH   SOLE NONE 2,166 0 0
Zynga Inc COM 98986T108 5,472 600,000 SH   SOLE NONE 600,000 0 0
American National Group Inc COM 02772A109 152 2,256 SH   SOLE NONE 2,256 0 0
Amazon.com Inc PUT 023135106 3,149 1,000 SH Put SOLE NONE 1,000 0 0
Amazon.com Inc PUT 023135106 23,615 7,500 SH Put SOLE NONE 7,500 0 0
Keysight Technologies Inc CALL 49338L103 14,027 142,000 SH Call SOLE NONE 142,000 0 0
Micron Technology Inc CALL 595112103 35,042 746,200 SH Call SOLE NONE 746,200 0 0
NVIDIA Corp PUT 67066G104 27,061 50,000 SH Put SOLE NONE 50,000 0 0
NVIDIA Corp PUT 67066G104 13,531 25,000 SH Put SOLE NONE 25,000 0 0
NVIDIA Corp PUT 67066G104 24,463 45,200 SH Put SOLE NONE 45,200 0 0
Pfizer Inc CALL 717081103 367 10,000 SH Call SOLE NONE 10,000 0 0
Pfizer Inc PUT 717081103 367 10,000 SH Put SOLE NONE 10,000 0 0
ServiceNow Inc CALL 81762P102 10,185 21,000 SH Call SOLE NONE 21,000 0 0
Twitter Inc CALL 90184L102 10,413 234,000 SH Call SOLE NONE 234,000 0 0
Xilinx Inc CALL 983919101 206,604 1,982,000 SH Call SOLE NONE 1,982,000 0 0