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
Estimated average burden
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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
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	196	1,200	SH		SOLE	NONE	1,200	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	114	1,500	SH		SOLE	NONE	1,500	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	125,820	8,393,576	SH		SOLE	NONE	8,393,576	0	0
AERCAP HOLDINGS NV	SHS	N00985106	24,200	446,900	SH		SOLE	NONE	446,900	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	669	4,500	SH		SOLE	NONE	4,500	0	0
AGCO CORP	COM	001084102	11,112	183,000	SH		SOLE	NONE	183,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	73,608	1,190,300	SH		SOLE	NONE	1,190,300	0	0
AIR LEASE CORP	CL A	00912X302	23,677	564,150	SH		SOLE	NONE	564,150	0	0
ALBEMARLE CORP	COM	012653101	2,830	30,000	SH		SOLE	NONE	30,000	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	89,928	712,756	SH		SOLE	NONE	712,756	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	225,538	1,215,643	SH		SOLE	NONE	1,215,643	0	0
ALLERGAN PLC	SHS	G0177J108	46,932	281,500	SH		SOLE	NONE	281,500	0	0
ALLIANCE DATA SYSTEMS CORP	COM	018581108	11,427	49,000	SH		SOLE	NONE	49,000	0	0
ALPHABET INC	CAP STK CL C	02079K107	325,850	292,072	SH		SOLE	NONE	292,072	0	0
ALPHABET INC	CAP STK CL A	02079K305	4,875	4,317	SH		SOLE	NONE	4,317	0	0
ALTRIA GROUP INC	COM	02209S103	37,315	657,073	SH		SOLE	NONE	657,073	0	0
AMAZON COM INC	COM	023135106	116,496	68,535	SH		SOLE	NONE	68,535	0	0
AMDOCS LTD	SHS	G02602103	33,651	508,400	SH		SOLE	NONE	508,400	0	0
AMERICAN EXPRESS CO	COM	025816109	39,532	403,385	SH		SOLE	NONE	403,385	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	159,415	7,187,317	SH		SOLE	NONE	7,187,317	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	22,808	158,200	SH		SOLE	NONE	158,200	0	0
AMERICOLD RLTY TR	COM	03064D108	1,066	48,400	SH		SOLE	NONE	48,400	0	0
ANADARKO PETE CORP	COM	032511107	4,090	55,843	SH		SOLE	NONE	55,843	0	0
ANALOG DEVICES INC	COM	032654105	37,696	392,996	SH		SOLE	NONE	392,996	0	0
ANTHEM INC	COM	036752103	43,964	184,700	SH		SOLE	NONE	184,700	0	0
APPLE INC	COM	037833100	180,192	973,434	SH		SOLE	NONE	973,434	0	0
APPLIED MATLS INC	COM	038222105	67,765	1,467,100	SH		SOLE	NONE	1,467,100	0	0
AQUANTIA CORP	COM	03842Q108	1,900	164,062	SH		SOLE	NONE	164,062	0	0
ARGO GROUP INTL HLDGS LTD	COM	G0464B107	7,449	128,100	SH		SOLE	NONE	128,100	0	0
ASML HOLDING N V N Y REGISTRY	SHS	N07059210	20	99	SH		SOLE	NONE	99	0	0
AT HOME GROUP INC	COM	04650Y100	17,112	437,100	SH		SOLE	NONE	437,100	0	0
AT&T INC	COM	00206R102	102	3,174	SH		SOLE	NONE	3,174	0	0
AVALONBAY CMNTYS INC	COM	053484101	17,412	101,300	SH		SOLE	NONE	101,300	0	0
AVANGRID INC	COM	05351W103	5,121	96,745	SH		SOLE	NONE	96,745	0	0
AVERY DENNISON CORP	COM	053611109	153	1,500	SH		SOLE	NONE	1,500	0	0
AXALTA COATING SYS LTD	COM	G0750C108	29,613	977,000	SH		SOLE	NONE	977,000	0	0
BAIDU INC	SPON ADR REP A	056752108	24,699	101,643	SH		SOLE	NONE	101,643	0	0
BANCO MACRO SA	SPON ADR B	05961W105	3,222	54,800	SH		SOLE	NONE	54,800	0	0
BANK AMER CORP	COM	060505104	61,319	2,175,197	SH		SOLE	NONE	2,175,197	0	0
BANKUNITED INC	COM	06652K103	13,476	329,900	SH		SOLE	NONE	329,900	0	0
BARRICK GOLD CORP	OPTIONS	067901908	4,281	213,537	SH	Call	SOLE	NONE	213,537	0	0
BECTON DICKINSON & CO	COM	075887109	80,324	335,300	SH		SOLE	NONE	335,300	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	157,096	557	SH		SOLE	NONE	557	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	560	3,000	SH		SOLE	NONE	3,000	0	0
BLACKBERRY LTD	COM	09228F103	36,253	3,756,800	SH		SOLE	NONE	3,756,800	0	0
BLACKBERRY LTD	OPTIONS	09228F903	1,752	16,300	SH	Call	SOLE	NONE	16,300	0	0
BOEING CO	COM	097023105	43,314	129,100	SH		SOLE	NONE	129,100	0	0
BOOKING HLDGS INC	COM	09857L108	64,877	32,005	SH		SOLE	NONE	32,005	0	0
BOSTON PROPERTIES INC	COM	101121101	18,343	146,250	SH		SOLE	NONE	146,250	0	0
BOX INC	CL A	10316T104	2,730	109,229	SH		SOLE	NONE	109,229	0	0
BRIGHTSPHERE INVESTMNT	GRP P SHS	G1644T109	16,047	1,125,300	SH		SOLE	NONE	1,125,300	0	0
BROADCOM INC	COM	11135F101	50,535	208,271	SH		SOLE	NONE	208,271	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	232,887	5,744,616	SH		SOLE	NONE	5,744,616	0	0
BROOKFIELD BUSINESS PARTNERS	UNIT LTD LP	G16234109	13,892	363,088	SH		SOLE	NONE	363,088	0	0
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	G16252101	60,355	1,571,750	SH		SOLE	NONE	1,571,750	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	306	16,100	SH		SOLE	NONE	16,100	0	0
BUNGE LIMITED	COM	G16962105	2,043	29,300	SH		SOLE	NONE	29,300	0	0
BURLINGTON STORES INC	COM	122017106	17,002	112,950	SH		SOLE	NONE	112,950	0	0
CANADIAN PAC RY LTD	COM	13645T100	128	700	SH		SOLE	NONE	700	0	0
CARBON BLACK INC	COM	14081R103	2,080	80,000	SH		SOLE	NONE	80,000	0	0
CATERPILLAR INC DEL	COM	149123101	11,422	84,192	SH		SOLE	NONE	84,192	0	0
CEDAR FAIR L P	DEPOSITRY UNIT	150185106	1,147	18,200	SH		SOLE	NONE	18,200	0	0
CENTENE CORP DEL	COM	15135B101	49,592	402,500	SH		SOLE	NONE	402,500	0	0
CENTENE CORP DEL	OPTIONS	15135B951	201	2,010	SH	Put	SOLE	NONE	2,010	0	0
CENTENNIAL RESOURCE DEV INC	CL A	15136A102	2,752	152,400	SH		SOLE	NONE	152,400	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	185,713	2,848,800	SH		SOLE	NONE	2,848,800	0	0
CHENIERE ENERGY INC	NOTE 4.250% 3/1	16411RAG4	2,268	2,844,000	SH		SOLE	NONE	2,844,000	0	0
CHEVRON CORP NEW	COM	166764100	6,368	50,368	SH		SOLE	NONE	50,368	0	0
CIGNA CORPORATION	COM	125509109	135,595	797,850	SH		SOLE	NONE	797,850	0	0
CIMAREX ENERGY CO	COM	171798101	53,876	529,550	SH		SOLE	NONE	529,550	0	0
CINEMARK HOLDINGS INC	COM	17243V102	98,519	2,808,423	SH		SOLE	NONE	2,808,423	0	0
CISCO SYS INC	COM	17275R102	92,513	2,149,960	SH		SOLE	NONE	2,149,960	0	0
CITIGROUP INC	COM NEW	172967424	101,347	1,514,457	SH		SOLE	NONE	1,514,457	0	0
CLIPPER RLTY INC	COM	18885T306	2,273	266,128	SH		SOLE	NONE	266,128	0	0
CLOUDERA INC	COM	18914U100	1,862	136,529	SH		SOLE	NONE	136,529	0	0
CME GROUP INC	COM	12572Q105	46,845	285,778	SH		SOLE	NONE	285,778	0	0
COCA COLA CO	COM	191216100	62,593	1,427,101	SH		SOLE	NONE	1,427,101	0	0
COEUR D ALENE MINES CORP IDA	COM NEW	192108504	5,168	680,000	SH		SOLE	NONE	680,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	56,146	710,800	SH		SOLE	NONE	710,800	0	0
COLGATE PALMOLIVE CO	COM	194162103	13,245	204,360	SH		SOLE	NONE	204,360	0	0
COMCAST CORP NEW	CL A	20030N101	142,773	4,351,499	SH		SOLE	NONE	4,351,499	0	0
COMMSCOPE HLDG CO INC	COM	20337X109	1,034	35,400	SH		SOLE	NONE	35,400	0	0
CONCHO RES INC	COM	20605P101	166	1,200	SH		SOLE	NONE	1,200	0	0
CONOCOPHILLIPS	COM	20825C104	62,506	897,823	SH		SOLE	NONE	897,823	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	37,660	172,067	SH		SOLE	NONE	172,067	0	0
CONTINENTAL RESOURCES INC	COM	212015101	4,847	74,850	SH		SOLE	NONE	74,850	0	0
CORPORACION AMER ARPTS S A	COM	L1995B107	8,709	1,031,845	SH		SOLE	NONE	1,031,845	0	0
COSTCO WHSL CORP NEW	COM	22160K105	74,953	358,663	SH		SOLE	NONE	358,663	0	0
CROWN CASTLE INTL CORP	NEW COM	22822V101	8,210	76,150	SH		SOLE	NONE	76,150	0	0
CROWN HOLDINGS INC	COM	228368106	52,844	1,180,600	SH		SOLE	NONE	1,180,600	0	0
CVS HEALTH CORP	COM	126650100	284,646	4,423,400	SH		SOLE	NONE	4,423,400	0	0
DANAHER CORP DEL	COM	235851102	33,879	343,322	SH		SOLE	NONE	343,322	0	0
DEERE & CO	COM	244199105	41,004	293,303	SH		SOLE	NONE	293,303	0	0
DELL TECHNOLOGIES INC	COM CL V	24703L103	4,849	57,326	SH		SOLE	NONE	57,326	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	26,430	533,500	SH		SOLE	NONE	533,500	0	0
DEVON ENERGY CORP NEW	COM	25179M103	64,861	1,475,450	SH		SOLE	NONE	1,475,450	0	0
DISCOVER FINL SVCS	COM	254709108	63,379	900,137	SH		SOLE	NONE	900,137	0	0
DISNEY WALT CO	COM DISNEY	254687106	27,693	264,222	SH		SOLE	NONE	264,222	0	0
DOLLAR GEN CORP NEW	COM	256677105	22	225	SH		SOLE	NONE	225	0	0
DOWDUPONT INC	COM	26078J100	133,535	2,025,708	SH		SOLE	NONE	2,025,708	0	0
DROPBOX INC	CL A	26210C104	3,485	107,483	SH		SOLE	NONE	107,483	0	0
DXC TECHNOLOGY CO	COM	23355L106	797	9,887	SH		SOLE	NONE	9,887	0	0
EBAY INC	COM	278642103	87	2,400	SH		SOLE	NONE	2,400	0	0
ECOLAB INC	COM	278865100	30	217	SH		SOLE	NONE	217	0	0
EMERSON ELEC CO	COM	291011104	40,523	586,100	SH		SOLE	NONE	586,100	0	0
ENSTAR GROUP LIMITED	SHS	G3075P101	40,227	194,050	SH		SOLE	NONE	194,050	0	0
EOG RES INC	COM	26875P101	250,837	2,015,889	SH		SOLE	NONE	2,015,889	0	0
EQUINIX INC	COM PAR $0.001	29444U700	24,418	56,800	SH		SOLE	NONE	56,800	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	20,336	319,300	SH		SOLE	NONE	319,300	0	0
EXTENDED STAY AMER INC	UNIT 99/99/9999B	30224P200	7,017	324,862	SH		SOLE	NONE	324,862	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	7,586	76,000	SH		SOLE	NONE	76,000	0	0
EXXON MOBIL CORP	COM	30231G102	45,452	549,400	SH		SOLE	NONE	549,400	0	0
F5 NETWORKS INC	COM	315616102	3,233	18,748	SH		SOLE	NONE	18,748	0	0
FACEBOOK INC	CL A	30303M102	66,182	340,583	SH		SOLE	NONE	340,583	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	14,654	115,800	SH		SOLE	NONE	115,800	0	0
FIRST REP BK SAN FRANCISCO C	COM	33616C100	31,389	324,300	SH		SOLE	NONE	324,300	0	0
FIRSTENERGY CORP	COM	337932107	8,629	240,300	SH		SOLE	NONE	240,300	0	0
FIVE POINT HOLDINGS LLC COM	CL A	33833Q106	10,307	916,147	SH		SOLE	NONE	916,147	0	0
FORESCOUT TECHNOLOGIES INC	COM	34553D101	3,529	103,006	SH		SOLE	NONE	103,006	0	0
FOREST CITY RLTY TR INC	COM CL A	345605109	100,256	4,395,250	SH		SOLE	NONE	4,395,250	0	0
FRANKLIN RES INC	COM	354613101	1,115	34,800	SH		SOLE	NONE	34,800	0	0
GDS HLDGS LTD	SPONSORED ADR	36165L108	30,458	759,741	SH		SOLE	NONE	759,741	0	0
GENERAL DYNAMICS CORP	COM	369550108	6,832	36,652	SH		SOLE	NONE	36,652	0	0
GGP INC	COM	36174X101	30,044	1,470,559	SH		SOLE	NONE	1,470,559	0	0
GILEAD SCIENCES INC	OPTIONS	375558903	6,617	10,820	SH	Call	SOLE	NONE	10,820	0	0
GILEAD SCIENCES INC	COM	375558103	87,420	1,234,053	SH		SOLE	NONE	1,234,053	0	0
GROUPE CGI INC	CL A SUB VTG	39945C109	28,114	444,000	SH		SOLE	NONE	444,000	0	0
HEALTHCARE RLTY TR	COM	421946104	35	1,200	SH		SOLE	NONE	1,200	0	0
HESS CORP	COM	42809H107	4,883	73,000	SH		SOLE	NONE	73,000	0	0
HIMAX TECHNOLOGIES INC	SPONSORED ADR	43289P106	8,686	1,164,400	SH		SOLE	NONE	1,164,400	0	0
HOME DEPOT INC	COM	437076102	73,037	374,355	SH		SOLE	NONE	374,355	0	0
HONEYWELL INTL INC	COM	438516106	66,309	460,318	SH		SOLE	NONE	460,318	0	0
HUDSON PAC PPTYS INC	COM	444097109	53,861	1,520,200	SH		SOLE	NONE	1,520,200	0	0
ICICI BK LTD	ADR	45104G104	13,791	1,717,450	SH		SOLE	NONE	1,717,450	0	0
INGERSOLL-RAND PLC	SHS	G47791101	60,649	675,900	SH		SOLE	NONE	675,900	0	0
INTEL CORP	COM	458140100	54,376	1,093,873	SH		SOLE	NONE	1,093,873	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	23,388	167,417	SH		SOLE	NONE	167,417	0	0
INTERNATIONAL GAME TECHNOLOG	SHS USD	G4863A108	10,951	471,200	SH		SOLE	NONE	471,200	0	0
INVESCO LTD	SHS	G491BT108	12,852	483,900	SH		SOLE	NONE	483,900	0	0
INVITATION HOMES INC	COM	46187W107	9,794	424,700	SH		SOLE	NONE	424,700	0	0
ISHARES INC	MSCI TAIWAN ETF	46434G772	14,828	411,900	SH		SOLE	NONE	411,900	0	0
ISHARES TR	OPTIONS	464287904	832	33,270	SH	Call	SOLE	NONE	33,270	0	0
ISHARES TR	MSCI MEXICO ETF	464286822	15,042	319,100	SH		SOLE	NONE	319,100	0	0
ISHARES TR	IBOXX INV CP ETF	464287242	13,920	121,500	SH		SOLE	NONE	121,500	0	0
ISHARES TR	20 YR TR BD ETF	464287432	92,468	759,678	SH		SOLE	NONE	759,678	0	0
ISHARES TR	BARCLAYS 7-10 YR	464287440	2,459	23,990	SH		SOLE	NONE	23,990	0	0
ISHARES TR	U.S. REAL ES ETF	464287739	435	5,400	SH		SOLE	NONE	5,400	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	18,210	547,000	SH		SOLE	NONE	547,000	0	0
JD COM INC	SPON ADR CL A	47215P106	12,824	329,250	SH		SOLE	NONE	329,250	0	0
JOHNSON & JOHNSON	COM	478160104	106,476	877,500	SH		SOLE	NONE	877,500	0	0
JPMORGAN CHASE & CO	COM	46625H100	179,895	1,726,442	SH		SOLE	NONE	1,726,442	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	33,118	1,565,874	SH		SOLE	NONE	1,565,874	0	0
KEYCORP NEW	COM	493267108	15,401	788,199	SH		SOLE	NONE	788,199	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	31,524	534,033	SH		SOLE	NONE	534,033	0	0
KILROY RLTY CORP	COM	49427F108	13,729	181,500	SH		SOLE	NONE	181,500	0	0
KINDER MORGAN INC DEL	COM	49456B101	81,228	4,596,953	SH		SOLE	NONE	4,596,953	0	0
KKR & CO L P DEL	COM UNITS	48248M102	19,433	782,000	SH		SOLE	NONE	782,000	0	0
KLA-TENCOR CORP	COM	482480100	25,035	244,170	SH		SOLE	NONE	244,170	0	0
KRAFT HEINZ CO	COM	500754106	20,484	326,078	SH		SOLE	NONE	326,078	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	128,265	714,450	SH		SOLE	NONE	714,450	0	0
LAUDER ESTEE COS INC	CL A	518439104	20,567	144,139	SH		SOLE	NONE	144,139	0	0
LENNAR CORP	CL A	526057104	14	262	SH		SOLE	NONE	262	0	0
LIBERTY EXPEDIA HOLDINGS	SER A COM	53046P109	54,705	1,245,000	SH		SOLE	NONE	1,245,000	0	0
LIBERTY GLOBAL PLC	SHS CL C	G5480U120	139,418	5,239,300	SH		SOLE	NONE	5,239,300	0	0
LIBERTY LATIN AMERICA LTD	COM CL C	G9001E128	19,016	981,200	SH		SOLE	NONE	981,200	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	6	151	SH		SOLE	NONE	151	0	0
LIBERTY MEDIA CORP DELAWARE	COM C BRAVES GRP	531229888	19,250	744,400	SH		SOLE	NONE	744,400	0	0
LIVE NATION ENTERTAINMENT IN	COM	538034109	120,687	2,484,800	SH		SOLE	NONE	2,484,800	0	0
LOCKHEED MARTIN CORP	COM	539830109	177	600	SH		SOLE	NONE	600	0	0
MACQUARIE INFRASTR CO LLC	MEMBERSHIP INT	55608B105	8,500	201,420	SH		SOLE	NONE	201,420	0	0
MADISON SQUARE GARDEN CO NEW	CL A	55825T103	425	1,370	SH		SOLE	NONE	1,370	0	0
MAGNA INTL INC	COM	559222401	30	523	SH		SOLE	NONE	523	0	0
MARATHON OIL CORP	OPTIONS	565849906	2,531	15,672	SH	Call	SOLE	NONE	15,672	0	0
MARATHON OIL CORP	COM	565849106	6	280	SH		SOLE	NONE	280	0	0
MARATHON PETE CORP	COM	56585A102	28,485	406,000	SH		SOLE	NONE	406,000	0	0
MARKEL CORP	COM	570535104	22,338	20,600	SH		SOLE	NONE	20,600	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	148,028	753,246	SH		SOLE	NONE	753,246	0	0
MCDONALDS CORP	COM	580135101	63	400	SH		SOLE	NONE	400	0	0
MCKESSON CORP	COM	58155Q103	6,470	48,500	SH		SOLE	NONE	48,500	0	0
MEDTRONIC PLC	SHS	G5960L103	40,357	471,400	SH		SOLE	NONE	471,400	0	0
MERCK & CO INC	COM	58933Y105	16,897	278,375	SH		SOLE	NONE	278,375	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	4	122	SH		SOLE	NONE	122	0	0
MICRON TECHNOLOGY INC	COM	595112103	239,341	4,564,100	SH		SOLE	NONE	4,564,100	0	0
MICROSOFT CORP	COM	594918104	339,956	3,447,485	SH		SOLE	NONE	3,447,485	0	0
MONDELEZ INTL INC	CL A	609207105	97,310	2,373,415	SH		SOLE	NONE	2,373,415	0	0
MONGODB INC	CL A	60937P106	3,722	75,000	SH		SOLE	NONE	75,000	0	0
MONSTER BEVERAGE CORP	NEW COM	61174X109	201	3,500	SH		SOLE	NONE	3,500	0	0
MORGAN STANLEY	COM NEW	617446448	228	4,800	SH		SOLE	NONE	4,800	0	0
NEWELL BRANDS INC	COM	651229106	40,106	1,555,107	SH		SOLE	NONE	1,555,107	0	0
NEWMONT MINING CORP	OPTIONS	651639906	7,301	41,098	SH	Call	SOLE	NONE	41,098	0	0
NEWMONT MINING CORP	COM	651639106	13,823	366,555	SH		SOLE	NONE	366,555	0	0
NEXA RES S A	COM	L67359106	7,054	599,300	SH		SOLE	NONE	599,300	0	0
NEXTERA ENERGY INC	COM	65339F101	147,637	883,896	SH		SOLE	NONE	883,896	0	0
NIKE INC	CL B	654106103	88,783	1,114,247	SH		SOLE	NONE	1,114,247	0	0
NOBLE ENERGY INC	COM	655044105	18,420	522,100	SH		SOLE	NONE	522,100	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	2	75	SH		SOLE	NONE	75	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	53,666	196,170	SH		SOLE	NONE	196,170	0	0
OKTA INC CL A	CL A	679295105	2,670	53,009	SH		SOLE	NONE	53,009	0	0
OLIN CORP	COM PAR $1	680665205	3,892	135,500	SH		SOLE	NONE	135,500	0	0
OMNICOM GROUP INC	COM	681919106	15,940	209,000	SH		SOLE	NONE	209,000	0	0
ORACLE CORP	COM	68389X105	129,410	2,937,136	SH		SOLE	NONE	2,937,136	0	0
PANDORA MEDIA INC	COM	698354107	2,269	287,958	SH		SOLE	NONE	287,958	0	0
PARK HOTELS RESORTS INC	COM	700517105	10,010	326,800	SH		SOLE	NONE	326,800	0	0
PARKER HANNIFIN CORP	COM	701094104	22,710	145,714	SH		SOLE	NONE	145,714	0	0
PATTERN ENERGY GROUP INC	CL A	70338P100	105,175	5,609,352	SH		SOLE	NONE	5,609,352	0	0
PATTERSON UTI ENERGY INC	COM	703481101	37,822	2,101,200	SH		SOLE	NONE	2,101,200	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	42,322	903,361	SH		SOLE	NONE	903,361	0	0
PENTAIR PLC	SHS	G7S00T104	3	71	SH		SOLE	NONE	71	0	0
PEPSICO INC	COM	713448108	21,938	201,506	SH		SOLE	NONE	201,506	0	0
PFIZER INC	COM	717081103	200,312	5,521,284	SH		SOLE	NONE	5,521,284	0	0
PHILIP MORRIS INTL INC	COM	718172109	18,970	234,946	SH		SOLE	NONE	234,946	0	0
PIONEER NAT RES CO	COM	723787107	10,768	56,900	SH		SOLE	NONE	56,900	0	0
PLAYA HOTELS & RESORTS NV	SHS	N70544106	2,111	195,500	SH		SOLE	NONE	195,500	0	0
PNC FINL SVCS GROUP INC	COM	693475105	19,707	145,868	SH		SOLE	NONE	145,868	0	0
PROCTER & GAMBLE CO	OPTIONS	742718909	1	80	SH	Call	SOLE	NONE	80	0	0
PROCTER & GAMBLE CO	COM	742718109	62,201	796,834	SH		SOLE	NONE	796,834	0	0
PROLOGIS INC	COM	74340W103	116,412	1,772,137	SH		SOLE	NONE	1,772,137	0	0
PUBLIC STORAGE	COM	74460D109	113	500	SH		SOLE	NONE	500	0	0
QUANTA SVCS INC	COM	74762E102	15,260	456,900	SH		SOLE	NONE	456,900	0	0
RANDGOLD RES LTD	ADR	752344309	1,657	21,500	SH		SOLE	NONE	21,500	0	0
RANGE RES CORP	COM	75281A109	2,160	129,100	SH		SOLE	NONE	129,100	0	0
REGENCY CTRS CORP	COM	758849103	106	1,700	SH		SOLE	NONE	1,700	0	0
REPUBLIC SVCS INC	COM	760759100	129,641	1,896,449	SH		SOLE	NONE	1,896,449	0	0
RESTAURANT BRANDS INTL INC	COM	76131D103	11	181	SH		SOLE	NONE	181	0	0
ROYAL DUTCH SHELL PLC	SPONS ADR A	780259206	56,434	815,168	SH		SOLE	NONE	815,168	0	0
RSP PERMIAN INC	COM	74978Q105	26,075	592,350	SH		SOLE	NONE	592,350	0	0
S&P GLOBAL INC	COM	78409V104	129,036	632,873	SH		SOLE	NONE	632,873	0	0
SALESFORCE COM INC	COM	79466L302	30,049	220,300	SH		SOLE	NONE	220,300	0	0
SBA COMMUNICATIONS CORP	NEW CL A	78410G104	7,298	44,200	SH		SOLE	NONE	44,200	0	0
SCHLUMBERGER LTD	COM	806857108	35,870	535,140	SH		SOLE	NONE	535,140	0	0
SEALED AIR CORP NEW	COM	81211K100	20,977	494,150	SH		SOLE	NONE	494,150	0	0
SEMPRA ENERGY	COM	816851109	111,852	963,325	SH		SOLE	NONE	963,325	0	0
SEMPRA ENERGY	6% PFD CONV A	816851406	19,641	190,300	SH		SOLE	NONE	190,300	0	0
SENSATA TECHNOLOGIES HLDNG P	SHS	G8060N102	64,390	1,353,300	SH		SOLE	NONE	1,353,300	0	0
SHOPIFY INC	CL A	82509L107	18,528	127,000	SH		SOLE	NONE	127,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	34,234	201,151	SH		SOLE	NONE	201,151	0	0
SL GREEN RLTY CORP	COM	78440X101	15,783	157,000	SH		SOLE	NONE	157,000	0	0
SLM CORP	COM	78442P106	51,484	4,496,400	SH		SOLE	NONE	4,496,400	0	0
SOCIEDAD QUIMICA MINERA DE C	SPON ADR SER B	833635105	2,619	54,500	SH		SOLE	NONE	54,500	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	333,151	2,807,848	SH		SOLE	NONE	2,807,848	0	0
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	78463X749	4,660	96,870	SH		SOLE	NONE	96,870	0	0
SPDR INDEX SHS FDS	OPTIONS	78463X952	9,975	60,628	SH	Put	SOLE	NONE	60,628	0	0
SPDR S&P 500 ETF TR	OPTIONS	78462F953	33,197	140,418	SH	Put	SOLE	NONE	140,418	0	0
SPDR SERIES TRUST	BLOMBRG BRC EMRG	78464A391	5,488	203,564	SH		SOLE	NONE	203,564	0	0
SPDR SERIES TRUST	S&P BIOTECH	78464A870	54,601	573,600	SH		SOLE	NONE	573,600	0	0
SPLUNK INC	COM	848637104	25,815	260,468	SH		SOLE	NONE	260,468	0	0
STANLEY BLACK & DECKER INC	COM	854502101	58,450	440,100	SH		SOLE	NONE	440,100	0	0
STARBUCKS CORP	COM	855244109	757	15,500	SH		SOLE	NONE	15,500	0	0
SUN CMNTYS INC	COM	866674104	5,449	55,671	SH		SOLE	NONE	55,671	0	0
SYNAPTICS INC	COM	87157D109	5,316	105,536	SH		SOLE	NONE	105,536	0	0
SYNCHRONY FINL	COM	87165B103	317,327	9,506,494	SH		SOLE	NONE	9,506,494	0	0
TABLEAU SOFTWARE INC	CL A	87336U105	29,936	306,253	SH		SOLE	NONE	306,253	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	38,600	1,055,793	SH		SOLE	NONE	1,055,793	0	0
TAPESTRY INC	COM	876030107	60,212	1,289,051	SH		SOLE	NONE	1,289,051	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	125,245	604,640	SH		SOLE	NONE	604,640	0	0
TJX COS INC NEW	OPTIONS	872540959	1	10	SH	Put	SOLE	NONE	10	0	0
TORCHMARK CORP	COM	891027104	25,107	308,400	SH		SOLE	NONE	308,400	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	6	129	SH		SOLE	NONE	129	0	0
UNION PAC CORP	COM	907818108	52,798	372,657	SH		SOLE	NONE	372,657	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	59,255	557,798	SH		SOLE	NONE	557,798	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	220,241	897,696	SH		SOLE	NONE	897,696	0	0
US BANCORP DEL	COM NEW	902973304	44,748	894,600	SH		SOLE	NONE	894,600	0	0
US FOODS HLDG CORP	COM	912008109	38,389	1,015,047	SH		SOLE	NONE	1,015,047	0	0
V F CORP	COM	918204108	28,442	348,902	SH		SOLE	NONE	348,902	0	0
VAIL RESORTS INC	COM	91879Q109	100,162	365,300	SH		SOLE	NONE	365,300	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	111	1,000	SH		SOLE	NONE	1,000	0	0
VANGUARD INDEX FDS	REIT ETF	922908553	4,064	49,890	SH		SOLE	NONE	49,890	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	7,587	150,800	SH		SOLE	NONE	150,800	0	0
VIPSHOP HLDGS LTD	SPONSORED ADR	92763W103	4,702	433,400	SH		SOLE	NONE	433,400	0	0
VISA INC	COM CL A	92826C839	134,172	1,013,000	SH		SOLE	NONE	1,013,000	0	0
VMWARE INC	CL A COM	928563402	2,346	15,963	SH		SOLE	NONE	15,963	0	0
VORNADO RLTY TR	SH BEN INT	929042109	631	8,530	SH		SOLE	NONE	8,530	0	0
WABCO HLDGS INC	COM	92927K102	7,806	66,710	SH		SOLE	NONE	66,710	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	29	480	SH		SOLE	NONE	480	0	0
WARRIOR MET COAL INC	COM	93627C101	1,486	53,900	SH		SOLE	NONE	53,900	0	0
WELLS FARGO & CO NEW	COM	949746101	507,685	9,157,378	SH		SOLE	NONE	9,157,378	0	0
WESTROCK CO	COM	96145D105	34,839	611,000	SH		SOLE	NONE	611,000	0	0
WILLIAMS COS INC DEL	COM	969457100	185,470	6,841,389	SH		SOLE	NONE	6,841,389	0	0
WILLIS TOWERS WATSON PUB LTD	SHS	G96629103	39,899	263,188	SH		SOLE	NONE	263,188	0	0
WINGSTOP INC	COM	974155103	13,124	251,800	SH		SOLE	NONE	251,800	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	12,648	113,500	SH		SOLE	NONE	113,500	0	0
ZSCALER INC	COM	98980G102	2,928	81,914	SH		SOLE	NONE	81,914	0	0