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
3M CO	COM	88579Y101	19	79	SH		SOLE	NONE	79	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	88,338	8,593,176	SH		SOLE	NONE	8,593,176	0	0
AETNA INC NEW	COM	00817Y108	87,552	485,350	SH		SOLE	NONE	485,350	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	1,026	5,000	SH		SOLE	NONE	5,000	0	0
AIR LEASE CORP	CL A	00912X302	28,515	592,950	SH		SOLE	NONE	592,950	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	207,168	1,201,462	SH		SOLE	NONE	1,201,462	0	0
ALLERGAN PLC	5.5% CNV PFD A	G0177J116	7,270	12,400	SH		SOLE	NONE	12,400	0	0
ALPHABET INC	CAP STK CL C	02079K107	125,718	120,143	SH		SOLE	NONE	120,143	0	0
ALPHABET INC	CAP STK CL A	02079K305	28,882	27,418	SH		SOLE	NONE	27,418	0	0
ALTRIA GROUP INC	COM	02209S103	46,072	645,173	SH		SOLE	NONE	645,173	0	0
AMAZON COM INC	COM	023135106	90,558	77,435	SH		SOLE	NONE	77,435	0	0
AMERICAN ASSETS TR INC	COM	024013104	897	23,450	SH		SOLE	NONE	23,450	0	0
AMERICAN EXPRESS CO	COM	025816109	27,003	271,906	SH		SOLE	NONE	271,906	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	142,877	6,542,000	SH		SOLE	NONE	6,542,000	0	0
AMGEN INC	COM	031162100	6,590	37,898	SH		SOLE	NONE	37,898	0	0
ANADARKO PETE CORP	COM	032511107	2,325	43,350	SH		SOLE	NONE	43,350	0	0
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	03524A108	15,298	137,131	SH		SOLE	NONE	137,131	0	0
APPLE INC	COM	037833100	248,095	1,466,022	SH		SOLE	NONE	1,466,022	0	0
APPLIED MATLS INC	COM	038222105	5,403	105,700	SH		SOLE	NONE	105,700	0	0
AQUANTIA CORP	COM	03842Q108	1,700	150,000	SH		SOLE	NONE	150,000	0	0
ARISTA NETWORKS INC	COM	040413106	1,873	7,949	SH		SOLE	NONE	7,949	0	0
AT HOME GROUP INC	COM	04650Y100	13,353	439,400	SH		SOLE	NONE	439,400	0	0
AT&T INC	COM	00206R102	19	494	SH		SOLE	NONE	494	0	0
ATHENE HLDG LTD	CL A	G0684D107	39,771	769,112	SH		SOLE	NONE	769,112	0	0
AVANGRID INC	COM	05351W103	4,438	87,745	SH		SOLE	NONE	87,745	0	0
BAIDU INC	SPON ADR REP A	056752108	9,181	39,200	SH		SOLE	NONE	39,200	0	0
BANK AMER CORP	COM	060505104	92,683	3,139,676	SH		SOLE	NONE	3,139,676	0	0
BANKUNITED INC	COM	06652K103	529	13,000	SH		SOLE	NONE	13,000	0	0
BARRICK GOLD CORP	COM	067901108	4,526	312,762	SH		SOLE	NONE	312,762	0	0
BARRICK GOLD CORP	OPTIONS	067901908	6,779	183,396	SH	Call	SOLE	NONE	183,396	0	0
BAXTER INTL INC	COM	071813109	15,472	239,351	SH		SOLE	NONE	239,351	0	0
BLACKBERRY LTD	COM	09228F103	33,827	3,028,344	SH		SOLE	NONE	3,028,344	0	0
BOEING CO	COM	097023105	64,910	220,100	SH		SOLE	NONE	220,100	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	57,095	931,700	SH		SOLE	NONE	931,700	0	0
BROADCOM LTD	SHS	Y09827109	84,589	329,267	SH		SOLE	NONE	329,267	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	112,130	2,575,331	SH		SOLE	NONE	2,575,331	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	107,957	4,871,711	SH		SOLE	NONE	4,871,711	0	0
BUNGE LIMITED	COM	G16962105	1,959	29,200	SH		SOLE	NONE	29,200	0	0
BURLINGTON STORES INC	COM	122017106	23,406	190,250	SH		SOLE	NONE	190,250	0	0
CANADIAN NAT RES LTD	COM	136385101	18,323	512,949	SH		SOLE	NONE	512,949	0	0
CATERPILLAR INC DEL	COM	149123101	104,896	665,671	SH		SOLE	NONE	665,671	0	0
CEDAR FAIR L P	DEPOSITRY UNIT	150185106	1,027	15,800	SH		SOLE	NONE	15,800	0	0
CELGENE CORP	COM	151020104	56,506	541,450	SH		SOLE	NONE	541,450	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	172,471	3,203,400	SH		SOLE	NONE	3,203,400	0	0
CHENIERE ENERGY INC	NOTE 4.250% 3/1	16411RAG4	2,017	2,843,000	SH		SOLE	NONE	2,843,000	0	0
CHEVRON CORP NEW	COM	166764100	6,894	55,068	SH		SOLE	NONE	55,068	0	0
CHUBB LIMITED	COM	H1467J104	18,567	127,055	SH		SOLE	NONE	127,055	0	0
CIGNA CORPORATION	COM	125509109	25	124	SH		SOLE	NONE	124	0	0
CIMAREX ENERGY CO	COM	171798101	5,076	41,600	SH		SOLE	NONE	41,600	0	0
CISCO SYS INC	COM	17275R102	36,780	960,320	SH		SOLE	NONE	960,320	0	0
CITIGROUP INC	COM NEW	172967424	72,556	975,085	SH		SOLE	NONE	975,085	0	0
CLIPPER RLTY INC	COM	18885T306	3,461	346,428	SH		SOLE	NONE	346,428	0	0
COCA COLA CO	COM	191216100	77,620	1,691,801	SH		SOLE	NONE	1,691,801	0	0
COLGATE PALMOLIVE CO	COM	194162103	7,663	101,560	SH		SOLE	NONE	101,560	0	0
COLONY NORTHSTAR INC CL A	COM	19625W104	252,617	22,139,950	SH		SOLE	NONE	22,139,950	0	0
CONCHO RES INC	COM	20605P101	8,074	53,750	SH		SOLE	NONE	53,750	0	0
CONOCOPHILLIPS	COM	20825C104	3,871	70,530	SH		SOLE	NONE	70,530	0	0
CONTINENTAL RESOURCES INC	COM	212015101	4,018	75,850	SH		SOLE	NONE	75,850	0	0
COSTCO WHSL CORP NEW	COM	22160K105	8,820	47,387	SH		SOLE	NONE	47,387	0	0
CREDICORP LTD	COM	G2519Y108	33,100	159,570	SH		SOLE	NONE	159,570	0	0
CSX CORP	COM	126408103	17,426	316,777	SH		SOLE	NONE	316,777	0	0
CYRUSONE INC	COM	23283R100	697	11,700	SH		SOLE	NONE	11,700	0	0
DANAHER CORP DEL	COM	235851102	59,395	639,898	SH		SOLE	NONE	639,898	0	0
DELL TECHNOLOGIES INC COM	COM CL V	24703L103	4,692	57,726	SH		SOLE	NONE	57,726	0	0
DEVON ENERGY CORP NEW	COM	25179M103	63,328	1,529,650	SH		SOLE	NONE	1,529,650	0	0
DISCOVER FINL SVCS	COM	254709108	118,283	1,537,737	SH		SOLE	NONE	1,537,737	0	0
DISNEY WALT CO	COM DISNEY	254687106	10,248	95,322	SH		SOLE	NONE	95,322	0	0
DOLLAR GEN CORP NEW	COM	256677105	18	198	SH		SOLE	NONE	198	0	0
DOWDUPONT INC	COM	26078J100	201,782	2,833,215	SH		SOLE	NONE	2,833,215	0	0
DXC TECHNOLOGY CO	COM	23355L106	938	9,887	SH		SOLE	NONE	9,887	0	0
EATON CORP PLC	SHS	G29183103	1,215	15,376	SH		SOLE	NONE	15,376	0	0
ECOLAB INC	COM	278865100	14,384	107,200	SH		SOLE	NONE	107,200	0	0
ELECTRONIC ARTS INC	COM	285512109	6,078	57,849	SH		SOLE	NONE	57,849	0	0
ENBRIDGE INC	COM	29250N105	105,391	2,694,733	SH		SOLE	NONE	2,694,733	0	0
EOG RES INC	COM	26875P101	254,778	2,361,023	SH		SOLE	NONE	2,361,023	0	0
EQUIFAX INC	COM	294429105	13,459	114,137	SH		SOLE	NONE	114,137	0	0
EQUINIX INC	COM PAR $0.001	29444U700	680	1,500	SH		SOLE	NONE	1,500	0	0
EXELON CORP	COM	30161N101	29,119	738,870	SH		SOLE	NONE	738,870	0	0
EXTENDED STAY AMER INC	UNIT 99/99/9999B	30224P200	24,287	1,278,271	SH		SOLE	NONE	1,278,271	0	0
FACEBOOK INC	CL A	30303M102	7,288	41,300	SH		SOLE	NONE	41,300	0	0
FGL HLDGS ORD	SHS	G3402M102	7,568	751,513	SH		SOLE	NONE	751,513	0	0
FINANCIAL ENGINES INC	COM	317485100	727	24,000	SH		SOLE	NONE	24,000	0	0
FINISAR CORP	COM NEW	31787A507	15,305	752,100	SH		SOLE	NONE	752,100	0	0
FIVE POINT HOLDINGS LLC	COM CL A	33833Q106	11,985	850,000	SH		SOLE	NONE	850,000	0	0
FORESCOUT TECHNOLOGIES INC	COM	34553D101	797	25,000	SH		SOLE	NONE	25,000	0	0
FOREST CITY RLTY TR INC	COM CL A	345605109	121,518	5,042,250	SH		SOLE	NONE	5,042,250	0	0
FRONTIER COMMUNICATIONS CORP	PFD CONV SER-A	35906A207	3,413	315,400	SH		SOLE	NONE	315,400	0	0
GDS HLDGS LTD	SPONSORED ADR	36165L108	9,555	424,100	SH		SOLE	NONE	424,100	0	0
GENERAL DYNAMICS CORP	COM	369550108	42,294	207,885	SH		SOLE	NONE	207,885	0	0
GENERAL ELECTRIC CO	COM	369604103	3	159	SH		SOLE	NONE	159	0	0
GILEAD SCIENCES INC	COM	375558103	153,385	2,141,052	SH		SOLE	NONE	2,141,052	0	0
GLOBAL X FDS	GB MSCI AR ETF	37950E259	11,038	312,600	SH		SOLE	NONE	312,600	0	0
HALLIBURTON CO	OPTIONS	406216901	1,243	1,997	SH	Call	SOLE	NONE	1,997	0	0
HESS CORP	COM	42809H107	2,084	43,900	SH		SOLE	NONE	43,900	0	0
HIMAX TECHNOLOGIES INC	SPONSORED ADR	43289P106	12,108	1,162,000	SH		SOLE	NONE	1,162,000	0	0
HOME DEPOT INC	COM	437076102	85,696	452,150	SH		SOLE	NONE	452,150	0	0
HONEYWELL INTL INC	COM	438516106	67,647	441,102	SH		SOLE	NONE	441,102	0	0
ICICI BK LTD	ADR	45104G104	9,194	944,950	SH		SOLE	NONE	944,950	0	0
INGERSOLL-RAND PLC	SHS	G47791101	45,977	515,500	SH		SOLE	NONE	515,500	0	0
INTEL CORP	COM	458140100	29,481	638,679	SH		SOLE	NONE	638,679	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	23,212	151,300	SH		SOLE	NONE	151,300	0	0
ISHARES INC	MSCI STH AFR ETF	464286780	11,716	167,400	SH		SOLE	NONE	167,400	0	0
ISHARES TR	CHINA LG-CAP ETF	464287184	16,455	356,400	SH		SOLE	NONE	356,400	0	0
ISHARES TR	IBOXX INV CP ETF	464287242	25,771	212,000	SH		SOLE	NONE	212,000	0	0
ISHARES TR	20 YR TR BD ETF	464287432	140,774	1,109,678	SH		SOLE	NONE	1,109,678	0	0
ISHARES TR	BARCLAYS 7 10 YR	464287440	2,500	23,680	SH		SOLE	NONE	23,680	0	0
ISHARES TR	U.S. REAL ES ETF	464287739	18,999	234,529	SH		SOLE	NONE	234,529	0	0
ISHARES TR	JPMORGAN USD EMG	464288281	174,592	1,503,677	SH		SOLE	NONE	1,503,677	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	13,054	149,600	SH		SOLE	NONE	149,600	0	0
JD COM INC	SPON ADR CL A	47215P106	12,391	299,150	SH		SOLE	NONE	299,150	0	0
JOHNSON & JOHNSON	COM	478160104	32,930	235,683	SH		SOLE	NONE	235,683	0	0
JPMORGAN CHASE & CO	COM	46625H100	193,130	1,805,968	SH		SOLE	NONE	1,805,968	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	41,542	2,394,380	SH		SOLE	NONE	2,394,380	0	0
KEYCORP NEW	COM	493267108	23,233	1,151,870	SH		SOLE	NONE	1,151,870	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	33,357	801,841	SH		SOLE	NONE	801,841	0	0
KIMBERLY CLARK CORP	COM	494368103	16	136	SH		SOLE	NONE	136	0	0
KINDER MORGAN INC DEL	COM	49456B101	83,265	4,607,895	SH		SOLE	NONE	4,607,895	0	0
KRAFT HEINZ CO	COM	500754106	15,519	199,578	SH		SOLE	NONE	199,578	0	0
LAM RESEARCH CORP	COM	512807108	5,099	27,700	SH		SOLE	NONE	27,700	0	0
LAUDER ESTEE COS INC	CL A	518439104	39,220	308,239	SH		SOLE	NONE	308,239	0	0
LKQ CORP	COM	501889208	19,169	471,322	SH		SOLE	NONE	471,322	0	0
LOCKHEED MARTIN CORP	COM	539830109	2,665	8,300	SH		SOLE	NONE	8,300	0	0
LOGMEIN INC	COM	54142L109	3,695	32,275	SH		SOLE	NONE	32,275	0	0
MADISON SQUARE GARDEN CO NEW	CL A	55825T103	479	2,270	SH		SOLE	NONE	2,270	0	0
MAGNA INTL INC	COM	559222401	25	447	SH		SOLE	NONE	447	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	58,817	266,090	SH		SOLE	NONE	266,090	0	0
MASCO CORP	COM	574599106	12,431	282,900	SH		SOLE	NONE	282,900	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	18,210	120,307	SH		SOLE	NONE	120,307	0	0
MEDTRONIC PLC	SHS	G5960L103	75,085	929,851	SH		SOLE	NONE	929,851	0	0
MERCK & CO INC	COM	58933Y105	16,019	284,675	SH		SOLE	NONE	284,675	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	13	388	SH		SOLE	NONE	388	0	0
MICRON TECHNOLOGY INC	COM	595112103	196,369	4,775,500	SH		SOLE	NONE	4,775,500	0	0
MICROSOFT CORP	COM	594918104	200,764	2,347,015	SH		SOLE	NONE	2,347,015	0	0
MIDDLEBY CORP	COM	596278101	36,081	267,367	SH		SOLE	NONE	267,367	0	0
MOLSON COORS BREWING CO	CL B	60871R209	6	72	SH		SOLE	NONE	72	0	0
MONDELEZ INTL INC	CL A	609207105	89,804	2,098,215	SH		SOLE	NONE	2,098,215	0	0
MONGODB INC	CL A	60937P106	2,226	75,000	SH		SOLE	NONE	75,000	0	0
MULESOFT INC	CL A	625207105	2,539	109,169	SH		SOLE	NONE	109,169	0	0
NEWELL BRANDS INC	COM	651229106	61,080	1,976,706	SH		SOLE	NONE	1,976,706	0	0
NEWMONT MINING CORP	COM	651639106	7,731	206,050	SH		SOLE	NONE	206,050	0	0
NEWMONT MINING CORP	OPTIONS	651639906	3,668	19,316	SH	Call	SOLE	NONE	19,316	0	0
NEXA RES S A	COM	L67359106	11,741	598,700	SH		SOLE	NONE	598,700	0	0
NEXTERA ENERGY INC	COM	65339F101	137,791	882,201	SH		SOLE	NONE	882,201	0	0
NIKE INC	CL B	654106103	72,717	1,162,547	SH		SOLE	NONE	1,162,547	0	0
NOBLE ENERGY INC	COM	655044105	14,981	514,100	SH		SOLE	NONE	514,100	0	0
NUCOR CORP	COM	670346105	63,065	991,906	SH		SOLE	NONE	991,906	0	0
NVIDIA CORP	COM	67066G104	4,412	22,800	SH		SOLE	NONE	22,800	0	0
OKTA INC	COM	679295105	192	7,500	SH		SOLE	NONE	7,500	0	0
ORACLE CORP	COM	68389X105	151,168	3,197,286	SH		SOLE	NONE	3,197,286	0	0
PALO ALTO NETWORKS INC	COM	697435105	13,205	91,109	SH		SOLE	NONE	91,109	0	0
PAMPA ENERGIA S A	SPONS ADR LVL I	697660207	6,627	98,500	SH		SOLE	NONE	98,500	0	0
PARKER HANNIFIN CORP	COM	701094104	30	149	SH		SOLE	NONE	149	0	0
PARSLEY ENERGY INC	CL A	701877102	3,203	108,800	SH		SOLE	NONE	108,800	0	0
PATTERN ENERGY GROUP INC	CL A	70338P100	71,355	3,320,400	SH		SOLE	NONE	3,320,400	0	0
PATTERSON UTI ENERGY INC	COM	703481101	49,874	2,167,500	SH		SOLE	NONE	2,167,500	0	0
PENTAIR PLC	SHS	G7S00T104	4	58	SH		SOLE	NONE	58	0	0
PEPSICO INC	COM	713448108	12,257	102,206	SH		SOLE	NONE	102,206	0	0
PFIZER INC	COM	717081103	200,512	5,535,953	SH		SOLE	NONE	5,535,953	0	0
PINNACLE FOODS INC DEL	COM	72348P104	11,820	198,764	SH		SOLE	NONE	198,764	0	0
PIONEER NAT RES CO	COM	723787107	9,939	57,500	SH		SOLE	NONE	57,500	0	0
PLAYA HOTELS & RESORTS NV	SHS	N70544106	1,252	116,000	SH		SOLE	NONE	116,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	42,354	293,536	SH		SOLE	NONE	293,536	0	0
PRAXAIR INC	COM	74005P104	30,754	198,822	SH		SOLE	NONE	198,822	0	0
PROCTER & GAMBLE CO	COM	742718109	97,427	1,060,368	SH		SOLE	NONE	1,060,368	0	0
QUANTA SVCS INC	COM	74762E102	16,942	433,200	SH		SOLE	NONE	433,200	0	0
RANDGOLD RES LTD	ADR	752344309	13,134	132,810	SH		SOLE	NONE	132,810	0	0
RANGE RES CORP	COM	75281A109	2,228	130,600	SH		SOLE	NONE	130,600	0	0
RAYTHEON CO	COM NEW	755111507	655	3,485	SH		SOLE	NONE	3,485	0	0
RESTAURANT BRANDS INTL INC	COM	76131D103	14,879	242,021	SH		SOLE	NONE	242,021	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	36,841	1,846,683	SH		SOLE	NONE	1,846,683	0	0
ROYAL DUTCH SHELL PLC	SPONS ADR A	780259206	48,091	720,900	SH		SOLE	NONE	720,900	0	0
RSP PERMIAN INC	COM	74978Q105	34,419	846,100	SH		SOLE	NONE	846,100	0	0
SALESFORCE COM INC	COM	79466L302	7,753	75,840	SH		SOLE	NONE	75,840	0	0
SCHLUMBERGER LTD	COM	806857108	17,453	258,980	SH		SOLE	NONE	258,980	0	0
SEALED AIR CORP NEW	COM	81211K100	24,500	496,950	SH		SOLE	NONE	496,950	0	0
SEMPRA ENERGY	COM	816851109	87,394	817,375	SH		SOLE	NONE	817,375	0	0
SHERWIN WILLIAMS CO	COM	824348106	13,126	32,011	SH		SOLE	NONE	32,011	0	0
SHOPIFY INC	CL A	82509L107	13,130	130,000	SH		SOLE	NONE	130,000	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	15,156	110,415	SH		SOLE	NONE	110,415	0	0
SIX FLAGS ENTMT CORP NEW	COM	83001A102	118,966	1,787,075	SH		SOLE	NONE	1,787,075	0	0
SLM CORP	COM	78442P106	452	40,000	SH		SOLE	NONE	40,000	0	0
SOGOU INC	ADR REPSTG A	83409V104	3,471	300,000	SH		SOLE	NONE	300,000	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	482,065	3,898,629	SH		SOLE	NONE	3,898,629	0	0
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	78463X749	4,927	100,800	SH		SOLE	NONE	100,800	0	0
SPDR S&P 500 ETF TR	OPTIONS	78462F953	6,240	32,000	SH	Put	SOLE	NONE	32,000	0	0
SPDR SERIES TRUST	BLOMBRG BRC EMRG	78464A391	6,018	202,754	SH		SOLE	NONE	202,754	0	0
SPLUNK INC	COM	848637104	4,276	51,612	SH		SOLE	NONE	51,612	0	0
STARBUCKS CORP	COM	855244109	7,593	132,213	SH		SOLE	NONE	132,213	0	0
STORE CAP CORP	COM	862121100	15,420	592,177	SH		SOLE	NONE	592,177	0	0
SYMANTEC CORP	COM	871503108	115,942	4,131,920	SH		SOLE	NONE	4,131,920	0	0
SYNCHRONY FINL	COM	87165B103	450,764	11,674,795	SH		SOLE	NONE	11,674,795	0	0
TABLEAU SOFTWARE INC	CL A	87336U105	1,340	19,362	SH		SOLE	NONE	19,362	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	91,393	2,304,987	SH		SOLE	NONE	2,304,987	0	0
TAPESTRY INC	COM	876030107	34,012	768,978	SH		SOLE	NONE	768,978	0	0
TD AMERITRADE HLDG CORP	COM	87236Y108	55,558	1,086,600	SH		SOLE	NONE	1,086,600	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	7,460	41,181	SH		SOLE	NONE	41,181	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	127,209	669,942	SH		SOLE	NONE	669,942	0	0
TJX COS INC NEW	COM	872540109	17,139	224,152	SH		SOLE	NONE	224,152	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	15	431	SH		SOLE	NONE	431	0	0
ULTA BEAUTY INC	COM	90384S303	18,058	80,739	SH		SOLE	NONE	80,739	0	0
UNION PAC CORP	COM	907818108	29,342	218,808	SH		SOLE	NONE	218,808	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	22,744	190,886	SH		SOLE	NONE	190,886	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	191,812	870,053	SH		SOLE	NONE	870,053	0	0
US FOODS HLDG CORP	COM	912008109	8,522	266,899	SH		SOLE	NONE	266,899	0	0
VAIL RESORTS INC	COM	91879Q109	52,884	248,900	SH		SOLE	NONE	248,900	0	0
VANGUARD INDEX FDS	REIT ETF	922908553	4,900	59,050	SH		SOLE	NONE	59,050	0	0
VEREIT INC	COM	92339V100	115,158	14,782,780	SH		SOLE	NONE	14,782,780	0	0
VMWARE INC	CL A COM	928563402	4,173	33,300	SH		SOLE	NONE	33,300	0	0
VORNADO RLTY TR	SH BEN INT	929042109	886	11,330	SH		SOLE	NONE	11,330	0	0
VULCAN MATLS CO	COM	929160109	59,696	465,031	SH		SOLE	NONE	465,031	0	0
WABCO HLDGS INC	COM	92927K102	7,764	54,103	SH		SOLE	NONE	54,103	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	38,778	533,982	SH		SOLE	NONE	533,982	0	0
WARRIOR MET COAL INC	COM	93627C101	1,373	54,600	SH		SOLE	NONE	54,600	0	0
WEIBO CORP	SPONSORED ADR	948596101	14,226	137,500	SH		SOLE	NONE	137,500	0	0
WELLS FARGO & CO NEW	COM	949746101	412,534	6,799,638	SH		SOLE	NONE	6,799,638	0	0
WELLS FARGO & CO NEW	*W EXP 10/28/201	949746119	208,660	7,560,161	SH		SOLE	NONE	7,560,161	0	0
WESTROCK CO	COM	96145D105	2,149	34,000	SH		SOLE	NONE	34,000	0	0
WILLIAMS COS INC DEL	COM	969457100	219,833	7,210,000	SH		SOLE	NONE	7,210,000	0	0
WILLIS TOWERS WATSON PUB LTD	SHS	G96629103	113,816	755,299	SH		SOLE	NONE	755,299	0	0
WINGSTOP INC	COM	974155103	12,244	314,100	SH		SOLE	NONE	314,100	0	0
YEXT INC	COM	98585N106	3,008	250,000	SH		SOLE	NONE	250,000	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	10,490	457,900	SH		SOLE	NONE	457,900	0	0