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
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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	204	1,200	SH		SOLE	NONE	1,200	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	125	1,500	SH		SOLE	NONE	1,500	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	128,903	4,172,982	SH		SOLE	NONE	4,172,982	0	0
AERCAP HOLDINGS NV	SHS	N00985106	28,938	503,100	SH		SOLE	NONE	503,100	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	2,064	15,100	SH		SOLE	NONE	15,100	0	0
AGCO CORP	COM	001084102	11,125	183,000	SH		SOLE	NONE	183,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	80,839	1,146,000	SH		SOLE	NONE	1,146,000	0	0
AIR LEASE CORP	CL A	00912X302	23,908	521,100	SH		SOLE	NONE	521,100	0	0
ALBEMARLE CORP	COM	012653101	6,645	66,600	SH		SOLE	NONE	66,600	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	123,385	980,879	SH		SOLE	NONE	980,879	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	139,791	848,453	SH		SOLE	NONE	848,453	0	0
ALLERGAN PLC	SHS	G0177J108	7,524	39,500	SH		SOLE	NONE	39,500	0	0
ALLIANCE DATA SYSTEMS CORP	COM	018581108	14,264	60,400	SH		SOLE	NONE	60,400	0	0
ALLY FINL INC	COM	02005N100	2,222	84,000	SH		SOLE	NONE	84,000	0	0
ALPHABET INC	CAP STK CL C	02079K107	361,207	302,653	SH		SOLE	NONE	302,653	0	0
ALPHABET INC	CAP STK CL A	02079K305	18,779	15,557	SH		SOLE	NONE	15,557	0	0
ALTRIA GROUP INC	COM	02209S103	38,844	644,073	SH		SOLE	NONE	644,073	0	0
AMAZON COM INC	COM	023135106	102,023	50,935	SH		SOLE	NONE	50,935	0	0
AMDOCS LTD	SHS	G02602103	27,078	410,400	SH		SOLE	NONE	410,400	0	0
AMERICAN EXPRESS CO	COM	025816109	45,188	424,337	SH		SOLE	NONE	424,337	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	158,461	7,238,968	SH		SOLE	NONE	7,238,968	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	25,130	172,954	SH		SOLE	NONE	172,954	0	0
AMERICOLD RLTY TR	COM	03064D108	30,588	1,222,560	SH		SOLE	NONE	1,222,560	0	0
ANADARKO PETE CORP	COM	032511107	3,758	55,750	SH		SOLE	NONE	55,750	0	0
ANALOG DEVICES INC	COM	032654105	25	269	SH		SOLE	NONE	269	0	0
ANTHEM INC	COM	036752103	71,801	262,000	SH		SOLE	NONE	262,000	0	0
APPLE INC	COM	037833100	138,016	611,394	SH		SOLE	NONE	611,394	0	0
APPLIED MATLS INC	COM	038222105	67,916	1,757,200	SH		SOLE	NONE	1,757,200	0	0
AQUANTIA CORP	COM	03842Q108	2,098	164,062	SH		SOLE	NONE	164,062	0	0
ARGO GROUP INTL HLDGS LTD	COM	G0464B107	7,862	124,700	SH		SOLE	NONE	124,700	0	0
ASML HOLDING N V N Y REGISTRY	SHS	N07059210	19	99	SH		SOLE	NONE	99	0	0
AT HOME GROUP INC	COM	04650Y100	15,633	495,800	SH		SOLE	NONE	495,800	0	0
AT&T INC	COM	00206R102	36,667	1,091,928	SH		SOLE	NONE	1,091,928	0	0
AUTODESK INC	COM	052769106	15	97	SH		SOLE	NONE	97	0	0
AVALONBAY CMNTYS INC	COM	053484101	19,604	108,220	SH		SOLE	NONE	108,220	0	0
AVANGRID INC	COM	05351W103	11,961	249,545	SH		SOLE	NONE	249,545	0	0
AVERY DENNISON CORP	COM	053611109	163	1,500	SH		SOLE	NONE	1,500	0	0
AXALTA COATING SYS LTD	COM	G0750C108	36,537	1,253,000	SH		SOLE	NONE	1,253,000	0	0
AZUL S A	SPONSR ADR PFD	05501U106	5,180	291,200	SH		SOLE	NONE	291,200	0	0
BAIDU INC	SPON ADR REP A	056752108	14,652	64,072	SH		SOLE	NONE	64,072	0	0
BANK AMER CORP	COM	060505104	172,061	5,840,497	SH		SOLE	NONE	5,840,497	0	0
BANK OZK	COM	06417N103	3,265	86,000	SH		SOLE	NONE	86,000	0	0
BANKUNITED INC	COM	06652K103	18,203	514,200	SH		SOLE	NONE	514,200	0	0
BARRICK GOLD CORP	OPTIONS	067901908	2,319	213,537	SH	Call	SOLE	NONE	213,537	0	0
BECTON DICKINSON & CO	COM	075887109	83,468	319,800	SH		SOLE	NONE	319,800	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	146,880	459	SH		SOLE	NONE	459	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	8,274	38,645	SH		SOLE	NONE	38,645	0	0
BERRY PETE CORP	COM	08579X101	67,373	3,823,643	SH		SOLE	NONE	3,823,643	0	0
BIOGEN IDEC INC	COM	09062X103	3,018	8,541	SH		SOLE	NONE	8,541	0	0
BLACKBERRY LTD	COM	09228F103	42,840	3,764,500	SH		SOLE	NONE	3,764,500	0	0
BLACKBERRY LTD	OPTIONS	09228F903	2,795	16,300	SH	Call	SOLE	NONE	16,300	0	0
BOEING CO	COM	097023105	46,227	124,300	SH		SOLE	NONE	124,300	0	0
BOOKING HLDS INC	COM	09857L108	75,134	37,870	SH		SOLE	NONE	37,870	0	0
BOSTON PROPERTIES INC	COM	101121101	620	5,036	SH		SOLE	NONE	5,036	0	0
BOX INC	CL A	10316T104	2,612	109,229	SH		SOLE	NONE	109,229	0	0
BRIGHTSPHERE INVESTMNT GRP P	SHS	G1644T109	18,650	1,504,000	SH		SOLE	NONE	1,504,000	0	0
BROADCOM INC	COM	11135F101	47,069	190,771	SH		SOLE	NONE	190,771	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	348,149	7,818,294	SH		SOLE	NONE	7,818,294	0	0
BROOKFIELD BUSINESS PARTNERS	UNIT LTD LP	G16234109	16,608	363,088	SH		SOLE	NONE	363,088	0	0
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	G16252101	77,134	1,934,150	SH		SOLE	NONE	1,934,150	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	15,659	749,595	SH		SOLE	NONE	749,595	0	0
BUNGE LIMITED	COM	G16962105	1,986	28,900	SH		SOLE	NONE	28,900	0	0
BURLINGTON STORES INC	COM	122017106	18,011	110,550	SH		SOLE	NONE	110,550	0	0
CARBON BLACK INC	COM	14081R103	1,694	80,000	SH		SOLE	NONE	80,000	0	0
CATERPILLAR INC DEL	COM	149123101	27,978	183,472	SH		SOLE	NONE	183,472	0	0
CEDAR FAIR L P	DEPOSITRY UNIT	150185106	417	8,000	SH		SOLE	NONE	8,000	0	0
CENTENE CORP DEL	COM	15135B101	27,957	193,100	SH		SOLE	NONE	193,100	0	0
CENTENNIAL RESOURCE DEV INC	CL A	15136A102	3,815	174,600	SH		SOLE	NONE	174,600	0	0
CHEMOURS CO	COM	163851108	21,759	551,700	SH		SOLE	NONE	551,700	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	221,439	3,186,631	SH		SOLE	NONE	3,186,631	0	0
CHENIERE ENERGY INC	NOTE 4.250% 3/1	16411RAG4	2,294	2,844,000	SH		SOLE	NONE	2,844,000	0	0
CIGNA CORPORATION	COM	125509109	173,972	835,400	SH		SOLE	NONE	835,400	0	0
CIMAREX ENERGY CO	COM	171798101	46,264	497,779	SH		SOLE	NONE	497,779	0	0
CINEMARK HOLDINGS INC	COM	17243V102	114,685	2,852,873	SH		SOLE	NONE	2,852,873	0	0
CISCO SYS INC	COM	17275R102	102,626	2,109,475	SH		SOLE	NONE	2,109,475	0	0
CITIGROUP INC	COM NEW	172967424	114,731	1,599,257	SH		SOLE	NONE	1,599,257	0	0
CLIPPER RLT INC	COM	18885T306	3,641	269,128	SH		SOLE	NONE	269,128	0	0
CLOUDERA INC	COM	18914U100	2,410	136,529	SH		SOLE	NONE	136,529	0	0
CME GROUP INC	COM	12572Q105	57,219	336,170	SH		SOLE	NONE	336,170	0	0
COCA COLA CO	COM	191216100	65,664	1,421,601	SH		SOLE	NONE	1,421,601	0	0
COEUR MNG INC	COM NEW	192108504	7,914	1,484,848	SH		SOLE	NONE	1,484,848	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	86,724	1,124,100	SH		SOLE	NONE	1,124,100	0	0
COLGATE PALMOLIVE CO	COM	194162103	13,561	202,560	SH		SOLE	NONE	202,560	0	0
COMCAST CORP NEW	CL A	20030N101	161,034	4,547,699	SH		SOLE	NONE	4,547,699	0	0
COMMSCOPE HLDG CO INC	COM	20337X109	1,243	40,400	SH		SOLE	NONE	40,400	0	0
CONCHO RES INC	COM	20605P101	51,744	338,748	SH		SOLE	NONE	338,748	0	0
CONOCOPHILLIPS	COM	20825C104	29,644	383,000	SH		SOLE	NONE	383,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	52,732	244,560	SH		SOLE	NONE	244,560	0	0
CONTINENTAL RESOURCES INC	COM	212015101	5,138	75,250	SH		SOLE	NONE	75,250	0	0
COSTCO WHSL CORP NEW	COM	22160K105	67,447	287,156	SH		SOLE	NONE	287,156	0	0
CROWN CASTLE INTL CORP	NEW COM	22822V101	9,160	82,275	SH		SOLE	NONE	82,275	0	0
CUSHMAN WAKEFIELD PLC	SHS	G2717B108	43,616	2,567,142	SH		SOLE	NONE	2,567,142	0	0
CVS HEALTH CORP	COM	126650100	351,075	4,459,800	SH		SOLE	NONE	4,459,800	0	0
DANAHER CORP DEL	COM	235851102	35,806	329,522	SH		SOLE	NONE	329,522	0	0
DEERE & CO	COM	244199105	40,920	272,200	SH		SOLE	NONE	272,200	0	0
DELL TECHNOLOGIES INC	COM CL V	24703L103	5,441	56,026	SH		SOLE	NONE	56,026	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	39,157	677,100	SH		SOLE	NONE	677,100	0	0
DEVON ENERGY CORP NEW	COM	25179M103	48,175	1,206,193	SH		SOLE	NONE	1,206,193	0	0
DISCOVER FINL SVCS	COM	254709108	60,360	789,537	SH		SOLE	NONE	789,537	0	0
DISNEY WALT CO	COM DISNEY	254687106	30,407	260,022	SH		SOLE	NONE	260,022	0	0
DOLLAR GEN CORP NEW	COM	256677105	25	225	SH		SOLE	NONE	225	0	0
DOWDUPONT INC	COM	26078J100	119,237	1,854,090	SH		SOLE	NONE	1,854,090	0	0
DROPBOX INC	CL A	26210C104	2,884	107,483	SH		SOLE	NONE	107,483	0	0
DXC TECHNOLOGY CO	COM	23355L106	925	9,887	SH		SOLE	NONE	9,887	0	0
EBAY INC	COM	278642103	99	3,000	SH		SOLE	NONE	3,000	0	0
ECOLAB INC	COM	278865100	34	218	SH		SOLE	NONE	218	0	0
ELANCO ANIMAL HEALTH INC	COM	28414H103	6,106	175,000	SH		SOLE	NONE	175,000	0	0
ELECTRONIC ARTS INC	COM	285512109	120	1,000	SH		SOLE	NONE	1,000	0	0
EMERSON ELEC CO	COM	291011104	43,413	566,900	SH		SOLE	NONE	566,900	0	0
ENSTAR GROUP LIMITED	SHS	G3075P101	48,935	234,700	SH		SOLE	NONE	234,700	0	0
EOG RES INC	COM	26875P101	249,029	1,952,094	SH		SOLE	NONE	1,952,094	0	0
EQUINIX INC	COM PAR $0.001	29444U700	26,541	61,312	SH		SOLE	NONE	61,312	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	22,336	337,100	SH		SOLE	NONE	337,100	0	0
ERICSSON	ADR B SEK 10	294821608	4,462	507,000	SH		SOLE	NONE	507,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	6,585	76,000	SH		SOLE	NONE	76,000	0	0
EXXON MOBIL CORP	COM	30231G102	35,227	414,336	SH		SOLE	NONE	414,336	0	0
F5 NETWORKS INC	COM	315616102	3,739	18,748	SH		SOLE	NONE	18,748	0	0
FACEBOOK INC	CL A	30303M102	82,877	503,933	SH		SOLE	NONE	503,933	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	15,594	123,305	SH		SOLE	NONE	123,305	0	0
FIRST REP BK SAN FRANCISCO C	COM	33616C100	30,845	321,300	SH		SOLE	NONE	321,300	0	0
FIRSTENERGY CORP	COM	337932107	10,370	279,000	SH		SOLE	NONE	279,000	0	0
FIVE POINT HOLDINGS LLC	COM CL A	33833Q106	9,718	1,032,762	SH		SOLE	NONE	1,032,762	0	0
FORESCOUT TECHNOLOGIES INC	COM	34553D101	3,890	103,006	SH		SOLE	NONE	103,006	0	0
FORTIVE CORP	COM	34959J108	3,856	45,799	SH		SOLE	NONE	45,799	0	0
FRANKLIN RES INC	COM	354613101	1,058	34,800	SH		SOLE	NONE	34,800	0	0
GDS HLDGS LTD	SPONSORED ADR	36165L108	16,179	460,545	SH		SOLE	NONE	460,545	0	0
GENERAL DYNAMICS CORP	COM	369550108	200	976	SH		SOLE	NONE	976	0	0
GILEAD SCIENCES INC	OPTIONS	375558903	5,888	6,978	SH	Call	SOLE	NONE	6,978	0	0
GILEAD SCIENCES INC	COM	375558103	117,081	1,516,395	SH		SOLE	NONE	1,516,395	0	0
GROUPE CGI INC	CL A SUB VTG	39945C109	28,307	439,000	SH		SOLE	NONE	439,000	0	0
HALLIBURTON CO	COM	406216101	21,047	519,300	SH		SOLE	NONE	519,300	0	0
HALLIBURTON CO	OPTIONS	406216901	2,205	44,553	SH	Call	SOLE	NONE	44,553	0	0
HEALTHCARE RLTY TR	COM	421946104	8,228	281,200	SH		SOLE	NONE	281,200	0	0
HECLA MNG CO	COM	422704106	7,332	2,627,931	SH		SOLE	NONE	2,627,931	0	0
HESS CORP	COM	42809H107	5,569	77,800	SH		SOLE	NONE	77,800	0	0
HIMAX TECHNOLOGIES INC	SPONSORED ADR	43289P106	1,020	173,500	SH		SOLE	NONE	173,500	0	0
HOME DEPOT INC	COM	437076102	74,254	358,455	SH		SOLE	NONE	358,455	0	0
HONEYWELL INTL INC	COM	438516106	131,466	790,059	SH		SOLE	NONE	790,059	0	0
HUDSON PAC PPTYS INC	COM	444097109	49,924	1,525,800	SH		SOLE	NONE	1,525,800	0	0
HUMANA INC	COM	444859102	2,504	7,397	SH		SOLE	NONE	7,397	0	0
ICICI BK LTD	ADR	45104G104	17,277	2,034,950	SH		SOLE	NONE	2,034,950	0	0
INGERSOLL-RAND PLC	SHS	G47791101	66,781	652,800	SH		SOLE	NONE	652,800	0	0
INTEL CORP	COM	458140100	31,732	671,000	SH		SOLE	NONE	671,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	79,972	528,878	SH		SOLE	NONE	528,878	0	0
INTERNATIONAL GAME TECHNOLOG	SHS USD	G4863A108	22,847	1,156,800	SH		SOLE	NONE	1,156,800	0	0
INVESCO LTD	SHS	G491BT108	13,694	598,500	SH		SOLE	NONE	598,500	0	0
INVITATION HOMES INC	COM	46187W107	10,326	450,700	SH		SOLE	NONE	450,700	0	0
ISHARES TR	BARCLAYS 7-10 YR	464287440	21,649	213,990	SH		SOLE	NONE	213,990	0	0
ISHARES TR	MSCI BRZ CAP ETF	464286400	14,993	444,500	SH		SOLE	NONE	444,500	0	0
ISHARES TR	MSCI THI CAP ETF	464286624	14,070	149,200	SH		SOLE	NONE	149,200	0	0
ISHARES TR	CHINA LG-CAP ETF	464287184	21,397	499,700	SH		SOLE	NONE	499,700	0	0
ISHARES TR	IBOXX INV CP ETF	464287242	81,515	709,258	SH		SOLE	NONE	709,258	0	0
ISHARES TR	20 YR TR BD ETF	464287432	108,836	928,078	SH		SOLE	NONE	928,078	0	0
ISHARES TR	JP MORGAN USD EMG	464288281	169	1,563	SH		SOLE	NONE	1,563	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	6,248	72,280	SH		SOLE	NONE	72,280	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	19,372	596,600	SH		SOLE	NONE	596,600	0	0
JD COM INC	SPON ADR CL A	47215P106	9,370	359,150	SH		SOLE	NONE	359,150	0	0
JOHNSON & JOHNSON	COM	478160104	97,797	707,800	SH		SOLE	NONE	707,800	0	0
JPMORGAN CHASE & CO	COM	46625H100	252,647	2,238,982	SH		SOLE	NONE	2,238,982	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	33,782	1,571,254	SH		SOLE	NONE	1,571,254	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	35,632	537,599	SH		SOLE	NONE	537,599	0	0
KILROY RLTY CORP	COM	49427F108	13,944	194,500	SH		SOLE	NONE	194,500	0	0
KINDER MORGAN INC DEL	COM	49456B101	79,801	4,500,900	SH		SOLE	NONE	4,500,900	0	0
KKR & CO INC	CL A	48251W104	38,230	1,401,900	SH		SOLE	NONE	1,401,900	0	0
KLA-TENCOR CORP	COM	482480100	24,835	244,170	SH		SOLE	NONE	244,170	0	0
KOSMOS ENERGY LTD	SHS	G5315B107	6,900	737,947	SH		SOLE	NONE	737,947	0	0
KRAFT HEINZ CO	COM	500754106	17,810	323,178	SH		SOLE	NONE	323,178	0	0
L BRANDS INC	COM	501797104	2,273	75,000	SH		SOLE	NONE	75,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	130,086	749,000	SH		SOLE	NONE	749,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	19,915	137,039	SH		SOLE	NONE	137,039	0	0
LENNAR CORP	CL A	526057104	12	262	SH		SOLE	NONE	262	0	0
LIBERTY EXPEDIA HOLDINGS	SER A COM	53046P109	62,869	1,336,500	SH		SOLE	NONE	1,336,500	0	0
LIBERTY GLOBAL PLC	SHS CL C	G5480U120	151,695	5,386,900	SH		SOLE	NONE	5,386,900	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	4	104	SH		SOLE	NONE	104	0	0
LIBERTY MEDIA CORP DELAWARE	COM C BRAVES GRP	531229888	28,520	1,046,600	SH		SOLE	NONE	1,046,600	0	0
LIVE NATION ENTERTAINMENT IN	COM	538034109	114,605	2,104,000	SH		SOLE	NONE	2,104,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	208	600	SH		SOLE	NONE	600	0	0
LOWES COS INC	COM	548661107	59,775	520,594	SH		SOLE	NONE	520,594	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	154	1,500	SH		SOLE	NONE	1,500	0	0
M & T BK CORP	COM	55261F104	11,024	67,000	SH		SOLE	NONE	67,000	0	0
MACQUARIE INFRASTRUCTURE COR	COM	55608B105	10,046	217,768	SH		SOLE	NONE	217,768	0	0
MADISON SQUARE GARDEN CO NEW	CL A	55825T103	495	1,570	SH		SOLE	NONE	1,570	0	0
MAGNA INTL INC	COM	559222401	27	523	SH		SOLE	NONE	523	0	0
MARATHON OIL CORP	COM	565849106	36,607	1,572,451	SH		SOLE	NONE	1,572,451	0	0
MARATHON OIL CORP	OPTIONS	565849906	3,322	15,672	SH	Call	SOLE	NONE	15,672	0	0
MARATHON PETE CORP	COM	56585A102	46,487	581,300	SH		SOLE	NONE	581,300	0	0
MARKEL CORP	COM	570535104	24,126	20,300	SH		SOLE	NONE	20,300	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	168,466	756,776	SH		SOLE	NONE	756,776	0	0
MCDONALDS CORP	COM	580135101	22,032	131,700	SH		SOLE	NONE	131,700	0	0
MEDTRONIC PLC	SHS	G5960L103	46,181	469,458	SH		SOLE	NONE	469,458	0	0
MERCK & CO INC	COM	58933Y105	19,074	268,875	SH		SOLE	NONE	268,875	0	0
MICRON TECHNOLOGY INC	COM	595112103	108,851	2,406,620	SH		SOLE	NONE	2,406,620	0	0
MICROSOFT CORP	COM	594918104	368,705	3,223,793	SH		SOLE	NONE	3,223,793	0	0
MONDELEZ INTL INC	CL A	609207105	97,657	2,273,215	SH		SOLE	NONE	2,273,215	0	0
MONGODB INC	CL A	60937P106	6,116	75,000	SH		SOLE	NONE	75,000	0	0
MORGAN STANLEY	COM NEW	617446448	140	3,000	SH		SOLE	NONE	3,000	0	0
NEWMONT MINING CORP	COM	651639106	3,680	121,850	SH		SOLE	NONE	121,850	0	0
NEWMONT MINING CORP	OPTIONS	651639906	1,078	41,098	SH	Call	SOLE	NONE	41,098	0	0
NEXTERA ENERGY INC	COM	65339F101	146,510	874,162	SH		SOLE	NONE	874,162	0	0
NIKE INC	CL B	654106103	90,620	1,069,647	SH		SOLE	NONE	1,069,647	0	0
NOBLE ENERGY INC	COM	655044105	16,376	525,050	SH		SOLE	NONE	525,050	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	2	64	SH		SOLE	NONE	64	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	68,588	197,479	SH		SOLE	NONE	197,479	0	0
OKTA INC	CL A	679295105	3,730	53,009	SH		SOLE	NONE	53,009	0	0
OLIN CORP	COM PAR $1	680665205	3,459	134,700	SH		SOLE	NONE	134,700	0	0
ORACLE CORP	COM	68389X105	16,778	325,401	SH		SOLE	NONE	325,401	0	0
PANDORA MEDIA INC	COM	698354107	2,738	287,958	SH		SOLE	NONE	287,958	0	0
PARK HOTELS RESORTS INC	COM	700517105	11,159	340,000	SH		SOLE	NONE	340,000	0	0
PARKER HANNIFIN CORP	COM	701094104	51,441	279,677	SH		SOLE	NONE	279,677	0	0
PATTERN ENERGY GROUP INC	CL A	70338P100	111,926	5,632,927	SH		SOLE	NONE	5,632,927	0	0
PATTERSON UTI ENERGY INC	COM	703481101	34,294	2,004,300	SH		SOLE	NONE	2,004,300	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	47,203	996,061	SH		SOLE	NONE	996,061	0	0
PENTAIR PLC	SHS	G7S00T104	2	52	SH		SOLE	NONE	52	0	0
PEPSICO INC	COM	713448108	22,025	197,006	SH		SOLE	NONE	197,006	0	0
PFIZER INC	COM	717081103	175,184	3,975,138	SH		SOLE	NONE	3,975,138	0	0
PHILIP MORRIS INTL INC	COM	718172109	24,417	299,454	SH		SOLE	NONE	299,454	0	0
PINDUODUO INC	SPONSORED ADS	722304102	1,222	46,500	SH		SOLE	NONE	46,500	0	0
PIONEER NAT RES CO	COM	723787107	7,659	43,972	SH		SOLE	NONE	43,972	0	0
PLAYA HOTELS & RESORTS NV	SHS	N70544106	603	62,600	SH		SOLE	NONE	62,600	0	0
PNC FINL SVCS GROUP INC	COM	693475105	13,135	96,449	SH		SOLE	NONE	96,449	0	0
PROCTER & GAMBLE CO	COM	742718109	59,063	709,634	SH		SOLE	NONE	709,634	0	0
PROLOGIS INC	COM	74340W103	138,400	2,041,601	SH		SOLE	NONE	2,041,601	0	0
PUBLIC STORAGE	COM	74460D109	896	4,443	SH		SOLE	NONE	4,443	0	0
QUALCOMM INC	COM	747525103	3,433	47,658	SH		SOLE	NONE	47,658	0	0
QUANTA SVCS INC	COM	74762E102	14,911	446,700	SH		SOLE	NONE	446,700	0	0
RANDGOLD RES LTD	ADR	752344309	1,030	14,600	SH		SOLE	NONE	14,600	0	0
RANGE RES CORP	COM	75281A109	2,193	129,100	SH		SOLE	NONE	129,100	0	0
REGENCY CTRS CORP	COM	758849103	886	13,700	SH		SOLE	NONE	13,700	0	0
REPUBLIC SVCS INC	COM	760759100	91,268	1,256,100	SH		SOLE	NONE	1,256,100	0	0
ROYAL DUTCH SHELL PLC	SPONS ADR A	780259206	48,083	705,656	SH		SOLE	NONE	705,656	0	0
S&P GLOBAL INC	COM	78409V104	149,677	766,040	SH		SOLE	NONE	766,040	0	0
SALESFORCE COM INC	COM	79466L302	34,319	215,800	SH		SOLE	NONE	215,800	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	7,646	47,600	SH		SOLE	NONE	47,600	0	0
SCHLUMBERGER LTD	COM	806857108	46,107	756,840	SH		SOLE	NONE	756,840	0	0
SCHOLASTIC CORP	COM	807066105	1,718	36,800	SH		SOLE	NONE	36,800	0	0
SEALED AIR CORP NEW	COM	81211K100	21,257	529,450	SH		SOLE	NONE	529,450	0	0
SEMPRA ENERGY	COM	816851109	108,875	957,140	SH		SOLE	NONE	957,140	0	0
SEMPRA ENERGY	6% PFD CONV A	816851406	19,650	194,860	SH		SOLE	NONE	194,860	0	0
SENSATA TECHNOLOGIES HLDNG P	SHS	G8060N102	72,189	1,456,900	SH		SOLE	NONE	1,456,900	0	0
SHOPIFY INC	CL A	82509L107	20,919	127,200	SH		SOLE	NONE	127,200	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	9,754	55,183	SH		SOLE	NONE	55,183	0	0
SL GREEN RLTY CORP	COM	78440X101	15,312	157,000	SH		SOLE	NONE	157,000	0	0
SLM CORP	COM	78442P106	75,478	6,769,300	SH		SOLE	NONE	6,769,300	0	0
SOCIEDAD QUIMICA MINERA DE C	SPON ADR SER B	833635105	983	21,500	SH		SOLE	NONE	21,500	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	321,747	2,853,379	SH		SOLE	NONE	2,853,379	0	0
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	78463X749	4,840	101,750	SH		SOLE	NONE	101,750	0	0
SPDR INDEX SHS FDS	OPTIONS	78463X952	388	8,827	SH	Put	SOLE	NONE	8,827	0	0
SPDR S&P 500 ETF TR	OPTIONS	78462F953	16,712	138,385	SH	Put	SOLE	NONE	138,385	0	0
SPDR SERIES TRUST	BLOMBRG BRC EMRG	78464A391	5,743	218,274	SH		SOLE	NONE	218,274	0	0
SPDR SERIES TRUST	S&P BIOTECH	78464A870	52,786	550,600	SH		SOLE	NONE	550,600	0	0
SPLUNK INC	COM	848637104	30,877	255,368	SH		SOLE	NONE	255,368	0	0
STANLEY BLACK & DECKER INC	COM	854502101	78,477	535,900	SH		SOLE	NONE	535,900	0	0
STATE STR CORP	COM	857477103	101	1,200	SH		SOLE	NONE	1,200	0	0
SUN CMNTYS INC	COM	866674104	1,056	10,400	SH		SOLE	NONE	10,400	0	0
SYNAPTICS INC	COM	87157D109	4,815	105,536	SH		SOLE	NONE	105,536	0	0
SYNCHRONY FINL	COM	87165B103	266,641	8,579,167	SH		SOLE	NONE	8,579,167	0	0
TABLEAU SOFTWARE INC	CL A	87336U105	33,539	300,153	SH		SOLE	NONE	300,153	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	72,216	1,635,336	SH		SOLE	NONE	1,635,336	0	0
TAPESTRY INC	COM	876030107	54,694	1,088,004	SH		SOLE	NONE	1,088,004	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	2,647	30,100	SH		SOLE	NONE	30,100	0	0
TEXAS INSTRS INC	COM	882508104	28,021	261,166	SH		SOLE	NONE	261,166	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	119,804	490,840	SH		SOLE	NONE	490,840	0	0
TORCHMARK CORP	COM	891027104	26,215	302,400	SH		SOLE	NONE	302,400	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	4	91	SH		SOLE	NONE	91	0	0
TYSON FOODS INC	CL A	902494103	7,304	122,700	SH		SOLE	NONE	122,700	0	0
UNION PAC CORP	COM	907818108	59,618	366,135	SH		SOLE	NONE	366,135	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	70,487	603,743	SH		SOLE	NONE	603,743	0	0
UNITED RENTALS INC	COM	911363109	23,669	144,674	SH		SOLE	NONE	144,674	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	252,663	949,719	SH		SOLE	NONE	949,719	0	0
US BANCORP DEL	COM NEW	902973304	48,353	915,600	SH		SOLE	NONE	915,600	0	0
US FOODS HLDG CORP	COM	912008109	7,491	243,047	SH		SOLE	NONE	243,047	0	0
V F CORP	COM	918204108	32,876	351,808	SH		SOLE	NONE	351,808	0	0
VAIL RESORTS INC	COM	91879Q109	100,575	366,500	SH		SOLE	NONE	366,500	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	114	1,000	SH		SOLE	NONE	1,000	0	0
VANECK VECTORS ETF TR	OPTIONS	92189F906	832	24,900	SH	Call	SOLE	NONE	24,900	0	0
VANGUARD INDEX FDS	REIT ETF	922908553	20,161	249,890	SH		SOLE	NONE	249,890	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	12,103	226,685	SH		SOLE	NONE	226,685	0	0
VIOMI TECHNOLOGY CO LTD	SPONSORED ADS	92762J103	6,750	750,000	SH		SOLE	NONE	750,000	0	0
VISA INC	COM CL A	92826C839	139,872	931,922	SH		SOLE	NONE	931,922	0	0
VMWARE INC	CL A COM	928563402	7,284	46,673	SH		SOLE	NONE	46,673	0	0
VORNADO RLTY TR	SH BEN INT	929042109	637	8,730	SH		SOLE	NONE	8,730	0	0
VOYA FINL INC	COM	929089100	1,858	37,413	SH		SOLE	NONE	37,413	0	0
WABCO HLDGS INC	COM	92927K102	7,870	66,726	SH		SOLE	NONE	66,726	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	35	480	SH		SOLE	NONE	480	0	0
WARRIOR MET COAL INC	COM	93627C101	1,463	54,100	SH		SOLE	NONE	54,100	0	0
WELLS FARGO & CO NEW	COM	949746101	317,729	6,045,065	SH		SOLE	NONE	6,045,065	0	0
WESTROCK CO	COM	96145D105	34,148	639,000	SH		SOLE	NONE	639,000	0	0
WILLIAMS COS INC DEL	COM	969457100	186,315	6,852,344	SH		SOLE	NONE	6,852,344	0	0
WILLIS TOWERS WATSON PUB LTD	SHS	G96629103	37,283	264,532	SH		SOLE	NONE	264,532	0	0
WINGSTOP INC	COM	974155103	16,808	246,200	SH		SOLE	NONE	246,200	0	0
ZSCALER INC	COM	98980G102	3,340	81,914	SH		SOLE	NONE	81,914	0	0