Ci Investments 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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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
ABBOTT LABS	COM	002824100	31	810	SH		SOLE	NONE	810	0	0
ABBVIE INC	COM	00287Y109	2,291	36,578	SH		SOLE	NONE	36,578	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	2,596	71,900	SH		SOLE	NONE	71,900	0	0
ACUITY BRANDS INC	COM	00508Y102	26,122	113,150	SH		SOLE	NONE	113,150	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	29,495	174,400	SH		SOLE	NONE	174,400	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	25,347	2,235,150	SH		SOLE	NONE	2,235,150	0	0
ADVANSIX INC	COM	00773T101	193	8,720	SH		SOLE	NONE	8,720	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	24,701	170,000	SH		SOLE	NONE	170,000	0	0
AIR LEASE CORP	CL A	00912X302	34,490	1,004,650	SH		SOLE	NONE	1,004,650	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	172,476	1,964,200	SH		SOLE	NONE	1,964,200	0	0
ALLERGAN PLC	SHS	G0177J108	10,555	50,260	SH		SOLE	NONE	50,260	0	0
ALLY FINL INC	COM	02005N100	245	12,900	SH		SOLE	NONE	12,900	0	0
ALPHABET INC	CAP STK CL C	02079K107	302,441	391,854	SH		SOLE	NONE	391,854	0	0
AMAZON COM INC	COM	023135106	39,514	52,695	SH		SOLE	NONE	52,695	0	0
AMERICAN ASSETS TR INC	COM	024013104	174	4,050	SH		SOLE	NONE	4,050	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	248	3,800	SH		SOLE	NONE	3,800	0	0
AMGEN INC	COM	031162100	14,533	99,400	SH		SOLE	NONE	99,400	0	0
AMKOR TECHNOLOGY INC	COM	031652100	1,460	138,400	SH		SOLE	NONE	138,400	0	0
ANADARKO PETE CORP	COM	032511107	22,662	325,000	SH		SOLE	NONE	325,000	0	0
ANTHEM INC	COM	036752103	117,460	817,000	SH		SOLE	NONE	817,000	0	0
APPLE INC	COM	037833100	177,568	1,533,134	SH		SOLE	NONE	1,533,134	0	0
APPLIED MATLS INC	COM	038222105	3,411	105,700	SH		SOLE	NONE	105,700	0	0
AQUAVENTURE HLDGS LTD	SHS	G0443N107	11,365	463,300	SH		SOLE	NONE	463,300	0	0
ARISTA NETWORKS INC	COM	040413106	3,106	32,100	SH		SOLE	NONE	32,100	0	0
ARTISAN PARTNERS ASSET MGMT	CL A	04316A108	1,630	54,805	SH		SOLE	NONE	54,805	0	0
AVANGRID INC	COM	05351W103	5,201	137,300	SH		SOLE	NONE	137,300	0	0
BANCO DE CHILE	SPONSORED ADR	059520106	12,681	180,000	SH		SOLE	NONE	180,000	0	0
BANK AMER CORP	COM	060505104	127,453	5,767,099	SH		SOLE	NONE	5,767,099	0	0
BARCLAYS PLC	NOTE 8.250%12/2	06738EAA3	27,048	26,000,000	SH		SOLE	NONE	26,000,000	0	0
BARRICK GOLD CORP	OPTION	067901908	7,834	28,700	SH	Call	SOLE	NONE	28,700	0	0
BHP BILLITON LTD	SPONSORED ADR	088606108	73,211	2,046,150	SH		SOLE	NONE	2,046,150	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	110,959	1,898,680	SH		SOLE	NONE	1,898,680	0	0
BROADCOM LTD	SHS	Y09827109	1,220	6,900	SH		SOLE	NONE	6,900	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	61,856	1,873,863	SH		SOLE	NONE	1,873,863	0	0
BROOKFIELD BUSINESS PARTNERS	UNIT LTD LP	G16234109	1,295	53,837	SH		SOLE	NONE	53,837	0	0
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	G16252101	25	750	SH		SOLE	NONE	750	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	103,050	4,686,211	SH		SOLE	NONE	4,686,211	0	0
BURLINGTON STORES INC	COM	122017106	15,234	179,750	SH		SOLE	NONE	179,750	0	0
CABOT OIL & GAS CORP	COM	127097103	2,234	95,650	SH		SOLE	NONE	95,650	0	0
CELGENE CORP	COM	151020104	74,028	639,550	SH		SOLE	NONE	639,550	0	0
CHEVRON CORP NEW	COM	166764100	42,610	362,019	SH		SOLE	NONE	362,019	0	0
CIMAREX ENERGY CO	COM	171798101	530	3,900	SH		SOLE	NONE	3,900	0	0
CISCO SYS INC	COM	17275R102	90,937	3,009,150	SH		SOLE	NONE	3,009,150	0	0
CITIGROUP INC	COM NEW	172967424	651,747	10,966,631	SH		SOLE	NONE	10,966,631	0	0
CITRIX SYS INC	COM	177376100	969	10,850	SH		SOLE	NONE	10,850	0	0
COCA COLA CO	COM	191216100	71,038	1,713,400	SH		SOLE	NONE	1,713,400	0	0
COLGATE PALMOLIVE CO	COM	194162103	7,048	107,700	SH		SOLE	NONE	107,700	0	0
COLONY CAP INC	CL A	19624R106	169,551	8,372,875	SH		SOLE	NONE	8,372,875	0	0
COLONY STARWOOD HOMES	COM	19625X102	2,436	84,570	SH		SOLE	NONE	84,570	0	0
COMMVAULT SYSTEMS INC	COM	204166102	2,313	45,000	SH		SOLE	NONE	45,000	0	0
CONCHO RES INC	COM	20605P101	22,858	172,380	SH		SOLE	NONE	172,380	0	0
CONOCOPHILLIPS	COM	20825C104	622	12,400	SH		SOLE	NONE	12,400	0	0
CONTINENTAL RESOURCES INC	COM	212015101	5,410	104,960	SH		SOLE	NONE	104,960	0	0
COSTCO WHSL CORP NEW	COM	22160K105	54,650	341,325	SH		SOLE	NONE	341,325	0	0
CREDICORP LTD	COM	G2519Y108	59,303	375,670	SH		SOLE	NONE	375,670	0	0
CROWN CASTLE INTL CORP	NEW COM	22822V101	26	300	SH		SOLE	NONE	300	0	0
CVS HEALTH CORP	COM	126650100	42,321	536,321	SH		SOLE	NONE	536,321	0	0
DANAHER CORP DEL	COM	235851102	7,543	96,900	SH		SOLE	NONE	96,900	0	0
DELL TECHNOLOGIES INC	COM CL V	24703L103	2,986	54,326	SH		SOLE	NONE	54,326	0	0
DELPHI AUTOMOTIVE PLC	SHS	G27823106	23,253	345,250	SH		SOLE	NONE	345,250	0	0
DEVON ENERGY CORP NEW	COM	25179M103	68,352	1,496,650	SH		SOLE	NONE	1,496,650	0	0
DIAGEO P L C	SPON ADR NEW	25243Q205	34	330	SH		SOLE	NONE	330	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	19,121	189,200	SH		SOLE	NONE	189,200	0	0
DISCOVER FINL SVCS	COM	254709108	20,988	291,137	SH		SOLE	NONE	291,137	0	0
DISNEY WALT CO	COM DISNEY	254687106	5,638	54,100	SH		SOLE	NONE	54,100	0	0
DOLLAR TREE INC	COM	256746108	40,763	528,150	SH		SOLE	NONE	528,150	0	0
DOMINION RES INC VA NEW	COM	25746U109	30,965	404,300	SH		SOLE	NONE	404,300	0	0
DOVER CORP	COM	260003108	33,149	442,400	SH		SOLE	NONE	442,400	0	0
DOW CHEM CO	COM	260543103	10,626	185,700	SH		SOLE	NONE	185,700	0	0
EASTMAN CHEM CO	COM	277432100	44,983	598,100	SH		SOLE	NONE	598,100	0	0
EDISON INTL	COM	281020107	18,121	251,710	SH		SOLE	NONE	251,710	0	0
ELECTRONIC ARTS INC	COM	285512109	2,316	29,400	SH		SOLE	NONE	29,400	0	0
ENBRIDGE INC	NOTE 6.000% 1/1	29250NAN5	14,963	15,000,000	SH		SOLE	NONE	15,000,000	0	0
ENCANA CORP	COM	292505104	61,936	5,275,650	SH		SOLE	NONE	5,275,650	0	0
EOG RES INC	COM	26875P101	142,444	1,408,939	SH		SOLE	NONE	1,408,939	0	0
EXXON MOBIL CORP	COM	30231G102	9,089	100,700	SH		SOLE	NONE	100,700	0	0
FACEBOOK INC	CL A	30303M102	5,718	49,700	SH		SOLE	NONE	49,700	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	67	470	SH		SOLE	NONE	470	0	0
FIRST REP BK SAN FRANCISCO C	COM	33616C100	2,948	32,000	SH		SOLE	NONE	32,000	0	0
FOOT LOCKER INC	COM	344849104	30,836	434,988	SH		SOLE	NONE	434,988	0	0
FOREST CITY RLTY TR INC	COM CL A	345605109	215,377	10,334,809	SH		SOLE	NONE	10,334,809	0	0
FRANCO NEVADA CORP	COM	351858105	22,076	369,409	SH		SOLE	NONE	369,409	0	0
FRONTIER COMMUNICATIONS CORP	COM	35906A108	84,671	25,050,455	SH		SOLE	NONE	25,050,455	0	0
FRONTIER COMMUNICATIONS CORP	PFD CONV SER-A	35906A207	22,376	314,800	SH		SOLE	NONE	314,800	0	0
GENERAL ELECTRIC CO	COM	369604103	190,933	6,042,170	SH		SOLE	NONE	6,042,170	0	0
GENERAL GROWTH PPTYS INC NEW	COM	370023103	126,663	5,070,590	SH		SOLE	NONE	5,070,590	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	35,841	149,680	SH		SOLE	NONE	149,680	0	0
HALLIBURTON CO	COM	406216101	60,302	1,114,850	SH		SOLE	NONE	1,114,850	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	2,663	115,100	SH		SOLE	NONE	115,100	0	0
HOME DEPOT INC	COM	437076102	56,320	420,050	SH		SOLE	NONE	420,050	0	0
HONEYWELL INTL INC	COM	438516106	49,462	426,950	SH		SOLE	NONE	426,950	0	0
HSBC HLDGS PLC	NOTE 6.375%12/2	404280AT6	4,975	5,000,000	SH		SOLE	NONE	5,000,000	0	0
HSBC HLDGS PLC	NOTE 6.875%12/2	404280BC2	10,154	9,625,000	SH		SOLE	NONE	9,625,000	0	0
ICICI BK LTD	ADR	45104G104	7,020	937,300	SH		SOLE	NONE	937,300	0	0
ING GROEP N V	DBCV 6.000%12/3	456837AE3	14,673	15,049,000	SH		SOLE	NONE	15,049,000	0	0
ING GROEP N V	DBCV 6.500%12/3	456837AF0	45,808	47,500,000	SH		SOLE	NONE	47,500,000	0	0
INTEL CORP	COM	458140100	25,672	707,800	SH		SOLE	NONE	707,800	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	33,945	204,500	SH		SOLE	NONE	204,500	0	0
ISHARES	MSCI BRZ CAP ETF	464286400	13,721	411,550	SH		SOLE	NONE	411,550	0	0
ISHARES	MSCI STH AFR ETF	464286780	14,365	274,350	SH		SOLE	NONE	274,350	0	0
ISHARES TR	IBOXX INV CP ETF	464287242	21,186	180,800	SH		SOLE	NONE	180,800	0	0
ISHARES TR	20 YR TR BD ETF	464287432	89,800	753,800	SH		SOLE	NONE	753,800	0	0
ISHARES TR	7-10 Y TR BD ETF	464287440	16,622	158,573	SH		SOLE	NONE	158,573	0	0
ISHARES TR	U.S. REAL ES ETF	464287739	63,237	821,896	SH		SOLE	NONE	821,896	0	0
ISHARES TR	JP MOR EM MK ETF	464288281	2,304	20,900	SH		SOLE	NONE	20,900	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	7,296	84,300	SH		SOLE	NONE	84,300	0	0
ISHARES INC	MSCI JPN ETF NEW	46434G822	14,476	296,274	SH		SOLE	NONE	296,274	0	0
ISHARES TR	MSCI INDONIA ETF	46429B309	14,303	592,760	SH		SOLE	NONE	592,760	0	0
ISHARES TR	MSCI PHILIPS ETF	46429B408	5,826	179,700	SH		SOLE	NONE	179,700	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	4,757	177,450	SH		SOLE	NONE	177,450	0	0
ISHARES TR	OPTION	464288953	66	6,002	SH	Put	SOLE	NONE	6,002	0	0
JD COM INC	SPON ADR CL A	47215P106	5,746	225,850	SH		SOLE	NONE	225,850	0	0
JOHNSON & JOHNSON	COM	478160104	33,395	289,865	SH		SOLE	NONE	289,865	0	0
JPMORGAN CHASE & CO	COM	46625H100	170,673	1,977,904	SH		SOLE	NONE	1,977,904	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	22,583	1,101,612	SH		SOLE	NONE	1,101,612	0	0
KINDER MORGAN INC DEL	COM	49456B101	92,321	4,457,800	SH		SOLE	NONE	4,457,800	0	0
KINDER MORGAN INC DEL	*W EXP 05/25/201	49456B119	0	19,424	SH		SOLE	NONE	19,424	0	0
KRAFT HEINZ CO	COM	500754106	18,442	211,200	SH		SOLE	NONE	211,200	0	0
LAM RESEARCH CORP	COM	512807108	2,929	27,700	SH		SOLE	NONE	27,700	0	0
LAUDER ESTEE COS INC	CL A	518439104	18,013	235,500	SH		SOLE	NONE	235,500	0	0
LEGG MASON INC	COM	524901105	3,436	114,889	SH		SOLE	NONE	114,889	0	0
LLOYDS BANKING GROUP PLC	SDCV 7.500%12/3	539439AG4	1,718	1,668,000	SH		SOLE	NONE	1,668,000	0	0
MADISON SQUARE GARDEN CO NEW	CL A	55825T103	115	670	SH		SOLE	NONE	670	0	0
MARATHON PETE CORP	COM	56585A102	1,916	38,050	SH		SOLE	NONE	38,050	0	0
MASCO CORP	COM	574599106	6,117	193,450	SH		SOLE	NONE	193,450	0	0
MEDTRONIC PLC	SHS	G5960L103	62,818	881,900	SH		SOLE	NONE	881,900	0	0
MERCK & CO INC NEW	COM	58933Y105	44,701	759,321	SH		SOLE	NONE	759,321	0	0
MGIC INVT CORP WIS	COM	552848103	204	20,000	SH		SOLE	NONE	20,000	0	0
MGP INGREDIENTS INC NEW	COM	55303J106	192	3,849	SH		SOLE	NONE	3,849	0	0
MICRON TECHNOLOGY INC	COM	595112103	163,242	7,447,150	SH		SOLE	NONE	7,447,150	0	0
MICROSOFT CORP	COM	594918104	139,139	2,239,116	SH		SOLE	NONE	2,239,116	0	0
MOBILEYE N V AMSTELVEEN	ORD SHS	N51488117	80,793	2,119,449	SH		SOLE	NONE	2,119,449	0	0
MONDELEZ INTL INC	CL A	609207105	110,251	2,487,050	SH		SOLE	NONE	2,487,050	0	0
MONSANTO CO NEW	COM	61166W101	873	8,298	SH		SOLE	NONE	8,298	0	0
MORGAN STANLEY	COM NEW	617446448	70,629	1,671,700	SH		SOLE	NONE	1,671,700	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	50,769	3,095,700	SH		SOLE	NONE	3,095,700	0	0
NEWELL BRANDS INC	COM	651229106	88,907	1,991,200	SH		SOLE	NONE	1,991,200	0	0
NEWMONT MINING CORP	COM	651639106	4,928	144,650	SH		SOLE	NONE	144,650	0	0
NEWMONT MINING CORP	OPTION	651639906	1,275	2,965	SH	Call	SOLE	NONE	2,965	0	0
NEXTERA ENERGY INC	COM	65339F101	71,639	599,690	SH		SOLE	NONE	599,690	0	0
NIKE INC	CL B	654106103	6,877	135,300	SH		SOLE	NONE	135,300	0	0
NOBLE ENERGY INC	COM	655044105	26,690	701,250	SH		SOLE	NONE	701,250	0	0
NVIDIA CORP	COM	67066G104	2,989	28,000	SH		SOLE	NONE	28,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	151,629	1,547,080	SH		SOLE	NONE	1,547,080	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	13,776	193,400	SH		SOLE	NONE	193,400	0	0
ORACLE CORP	COM	68389X105	102,200	2,657,994	SH		SOLE	NONE	2,657,994	0	0
PARKER HANNIFIN CORP	COM	701094104	4,587	32,767	SH		SOLE	NONE	32,767	0	0
PATTERN ENERGY GROUP INC	CL A	70338P100	86,222	4,540,400	SH		SOLE	NONE	4,540,400	0	0
PATTERSON UTI ENERGY INC	COM	703481101	54,335	2,018,400	SH		SOLE	NONE	2,018,400	0	0
PDC ENERGY INC	COM	69327R101	3,585	49,400	SH		SOLE	NONE	49,400	0	0
PEPSICO INC	COM	713448108	94,575	903,897	SH		SOLE	NONE	903,897	0	0
PFIZER INC	COM	717081103	65,620	2,020,325	SH		SOLE	NONE	2,020,325	0	0
PIONEER NAT RES CO	COM	723787107	43,989	244,287	SH		SOLE	NONE	244,287	0	0
PNC FINL SVCS GROUP INC	COM	693475105	42,594	364,179	SH		SOLE	NONE	364,179	0	0
PRICE T ROWE GROUP INC	COM	74144T108	1,596	21,200	SH		SOLE	NONE	21,200	0	0
PROCTER & GAMBLE CO	COM	742718109	86,872	1,033,207	SH		SOLE	NONE	1,033,207	0	0
PTC INC	COM	69370C100	1,965	42,475	SH		SOLE	NONE	42,475	0	0
QUALCOMM INC	COM	747525103	50,321	771,800	SH		SOLE	NONE	771,800	0	0
QUANTENNA COMMUNICATIONS INC	COM	74766D100	1,360	75,000	SH		SOLE	NONE	75,000	0	0
RANDGOLD RES LTD	ADR	752344309	1,695	22,200	SH		SOLE	NONE	22,200	0	0
RANGE RES CORP	COM	75281A109	2,044	59,500	SH		SOLE	NONE	59,500	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	39,115	1,851,183	SH		SOLE	NONE	1,851,183	0	0
ROYAL BK OF SCOTLAND PLC	DEBT 7.500%12/3	780099CJ4	17,055	18,000,000	SH		SOLE	NONE	18,000,000	0	0
ROYAL BK SCOTLAND GROUP PLC	NOTE 8.625%12/3	780097BB6	15,246	15,000,000	SH		SOLE	NONE	15,000,000	0	0
ROYAL DUTCH SHELL PLC	SPONS ADR A	780259206	42,706	785,323	SH		SOLE	NONE	785,323	0	0
SCHLUMBERGER LTD	COM	806857108	4,370	52,050	SH		SOLE	NONE	52,050	0	0
SEALED AIR CORP NEW	COM	81211K100	41,609	917,700	SH		SOLE	NONE	917,700	0	0
SEMPRA ENERGY	COM	816851109	41,631	413,660	SH		SOLE	NONE	413,660	0	0
SHOPIFY INC	CL A	82509L107	27,120	632,600	SH		SOLE	NONE	632,600	0	0
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	82706C108	7,375	173,600	SH		SOLE	NONE	173,600	0	0
SINA CORP	ORD	G81477104	8,091	133,100	SH		SOLE	NONE	133,100	0	0
SIX FLAGS ENTMT CORP NEW	COM	83001A102	103,178	1,720,775	SH		SOLE	NONE	1,720,775	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	1,367	12,475	SH		SOLE	NONE	12,475	0	0
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	78463X749	3,761	80,260	SH		SOLE	NONE	80,260	0	0
SPDR SERIES TRUST	BLOMBRG BRC EMRG	78464A391	4,499	169,244	SH		SOLE	NONE	169,244	0	0
SPECTRA ENERGY CORP	COM	847560109	111,933	2,724,100	SH		SOLE	NONE	2,724,100	0	0
STARWOOD PPTY TR INC	NOTE 4.550% 3/0	85571BAA3	4,364	4,006,000	SH		SOLE	NONE	4,006,000	0	0
STARWOOD PPTY TR INC	NOTE 4.000% 1/1	85571BAB1	17,125	15,265,000	SH		SOLE	NONE	15,265,000	0	0
SUNTRUST BKS INC	COM	867914103	41,237	751,805	SH		SOLE	NONE	751,805	0	0
SYMANTEC CORP	COM	871503108	99,074	4,147,098	SH		SOLE	NONE	4,147,098	0	0
SYNCHRONY FINL	COM	87165B103	305,165	8,413,694	SH		SOLE	NONE	8,413,694	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	71,214	2,477,003	SH		SOLE	NONE	2,477,003	0	0
TAUBMAN CTRS INC	COM	876664103	55,184	746,440	SH		SOLE	NONE	746,440	0	0
TERADYNE INC	COM	880770102	687	27,040	SH		SOLE	NONE	27,040	0	0
THE TRADE DESK INC	COM CL A	88339J105	1,334	48,197	SH		SOLE	NONE	48,197	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	124,097	879,500	SH		SOLE	NONE	879,500	0	0
TJX COS INC NEW	COM	872540109	14,383	191,440	SH		SOLE	NONE	191,440	0	0
TORONTO DOMINION BK ONT	NOTE 3.625% 9/1	891160MJ9	950	965,000	SH		SOLE	NONE	965,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	43,900	1,611,001	SH		SOLE	NONE	1,611,001	0	0
UNION PAC CORP	COM	907818108	3,774	36,400	SH		SOLE	NONE	36,400	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	6,970	60,800	SH		SOLE	NONE	60,800	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	168,322	1,051,750	SH		SOLE	NONE	1,051,750	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	1,185	17,350	SH		SOLE	NONE	17,350	0	0
VANGUARD CHARLOTTE FDS	INTL BD IDX ETF	92203J407	74,661	1,375,234	SH		SOLE	NONE	1,375,234	0	0
VEREIT INC	COM	92339V100	263,749	31,176,015	SH		SOLE	NONE	31,176,015	0	0
VISA INC	COM CL A	92826C839	37,099	475,500	SH		SOLE	NONE	475,500	0	0
VMWARE INC	CL A COM	928563402	2,622	33,300	SH		SOLE	NONE	33,300	0	0
VORNADO RLTY TR	SH BEN INT	929042109	87	830	SH		SOLE	NONE	830	0	0
WEIBO CORP	SPONSORED ADR	948596101	499	12,290	SH		SOLE	NONE	12,290	0	0
WELLS FARGO & CO NEW	COM	949746101	190,537	3,457,400	SH		SOLE	NONE	3,457,400	0	0
WELLS FARGO & CO NEW	*W EXP 10/28/201	949746119	183,560	8,605,711	SH		SOLE	NONE	8,605,711	0	0
WILLIAMS COS INC DEL	COM	969457100	89,375	2,870,100	SH		SOLE	NONE	2,870,100	0	0
XILINX INC	COM	983919101	2,542	42,100	SH		SOLE	NONE	42,100	0	0
XYLEM INC	COM	98419M100	2,999	60,557	SH		SOLE	NONE	60,557	0	0
ZTO EXPRESS CAYMAN INC	SPONSORED ADR	98980A105	845	70,000	SH		SOLE	NONE	70,000	0	0