Adage Capital Partners GP, L.L.C. 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	29,500	140,003	SH		SOLE		140,003	0	0
ABBOTT LABS	COM	002824100	202,506	2,760,447	SH		SOLE		2,760,447	0	0
ABBVIE INC	COM	00287Y109	47,788	505,262	SH		SOLE		505,262	0	0
ABEONA THERAPEUTICS INC	COM	00289Y107	25,280	1,975,000	SH		SOLE		1,975,000	0	0
ABIOMED INC	COM	003654100	15,561	34,600	SH		SOLE		34,600	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	141,334	830,400	SH		SOLE		830,400	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	123,328	1,482,481	SH		SOLE		1,482,481	0	0
ACUITY BRANDS INC	COM	00508Y102	35,874	228,208	SH		SOLE		228,208	0	0
ADOBE SYS INC	COM	00724F101	172,155	637,728	SH		SOLE		637,728	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	77,114	458,115	SH		SOLE		458,115	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	28,151	911,323	SH		SOLE		911,323	0	0
ADVAXIS INC	COM NEW	007624208	2,350	2,500,000	SH		SOLE		2,500,000	0	0
ADVERUM BIOTECHNOLOGIES INC	COM	00773U108	18,150	3,000,000	SH		SOLE		3,000,000	0	0
AEGLEA BIOTHERAPEUTICS INC	COM	00773J103	8,763	915,702	SH		SOLE		915,702	0	0
AERCAP HOLDINGS NV	SHS	N00985106	10,107	175,715	SH		SOLE		175,715	0	0
AERIE PHARMACEUTICALS INC	COM	00771V108	163,108	2,650,000	SH		SOLE		2,650,000	0	0
AES CORP	COM	00130H105	11,968	854,833	SH		SOLE		854,833	0	0
AETNA INC NEW	COM	00817Y108	946,475	4,665,888	SH		SOLE		4,665,888	0	0
AEVI GENOMIC MEDICINE INC	COM	00835P105	6,765	5,500,000	SH		SOLE		5,500,000	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	13,416	98,125	SH		SOLE		98,125	0	0
AFLAC INC	COM	001055102	39,975	849,274	SH		SOLE		849,274	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	90,026	1,276,246	SH		SOLE		1,276,246	0	0
AIR PRODS & CHEMS INC	COM	009158106	63,994	383,081	SH		SOLE		383,081	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	13,269	181,400	SH		SOLE		181,400	0	0
AKORN INC	COM	009728106	295	22,700	SH		SOLE		22,700	0	0
ALASKA AIR GROUP INC	COM	011659109	18,602	270,137	SH		SOLE		270,137	0	0
ALBEMARLE CORP	COM	012653101	4,550	45,600	SH		SOLE		45,600	0	0
ALCOA CORP	COM	013872106	223,412	5,530,000	SH		SOLE		5,530,000	0	0
ALDEYRA THERAPEUTICS INC	COM	01438T106	5,396	391,000	SH		SOLE		391,000	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	16,655	132,400	SH		SOLE		132,400	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	26,995	194,192	SH		SOLE		194,192	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	31,304	190,000	SH		SOLE		190,000	0	0
ALIGN TECHNOLOGY INC	COM	016255101	36,305	92,800	SH		SOLE		92,800	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	13,342	147,308	SH		SOLE		147,308	0	0
ALLENA PHARMACEUTICALS INC	COM	018119107	3,690	343,574	SH		SOLE		343,574	0	0
ALLERGAN PLC	SHS	G0177J108	68,405	359,119	SH		SOLE		359,119	0	0
ALLIANCE DATA SYSTEMS CORP	COM	018581108	14,483	61,329	SH		SOLE		61,329	0	0
ALLIANT ENERGY CORP	COM	018802108	12,728	298,991	SH		SOLE		298,991	0	0
ALLSTATE CORP	COM	020002101	26,966	273,213	SH		SOLE		273,213	0	0
ALLY FINL INC	COM	02005N100	22,181	838,600	SH		SOLE		838,600	0	0
ALPHABET INC	CAP STK CL C	02079K107	492,797	412,911	SH		SOLE		412,911	0	0
ALPHABET INC	CAP STK CL A	02079K305	457,977	379,409	SH		SOLE		379,409	0	0
ALTA MESA RES INC	*W EXP 03/28/202	02133L117	33	66,666	SH		SOLE		66,666	0	0
ALTRIA GROUP INC	COM	02209S103	147,369	2,443,532	SH		SOLE		2,443,532	0	0
AMALGAMATED BK NEW YORK N Y	CLASS A	022663108	7,330	380,000	SH		SOLE		380,000	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	56,945	3,500,000	SH		SOLE		3,500,000	0	0
AMAZON COM INC	COM	023135106	1,101,816	550,083	SH		SOLE		550,083	0	0
AMBARELLA INC	SHS	G037AX101	1,934	50,000	SH		SOLE		50,000	0	0
AMEREN CORP	COM	023608102	19,914	315,000	SH		SOLE		315,000	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	143,680	3,476,414	SH		SOLE		3,476,414	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	23,407	1,342,157	SH		SOLE		1,342,157	0	0
AMERICAN EXPRESS CO	COM	025816109	84,558	794,050	SH		SOLE		794,050	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	61,429	1,153,821	SH		SOLE		1,153,821	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	54,199	373,017	SH		SOLE		373,017	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	20,641	234,641	SH		SOLE		234,641	0	0
AMERIPRISE FINL INC	COM	03076C106	39,184	265,368	SH		SOLE		265,368	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	19,311	209,400	SH		SOLE		209,400	0	0
AMETEK INC NEW	COM	031100100	23,299	294,476	SH		SOLE		294,476	0	0
AMGEN INC	COM	031162100	93,852	452,755	SH		SOLE		452,755	0	0
AMPHENOL CORP NEW	CL A	032095101	29,112	309,636	SH		SOLE		309,636	0	0
ANADARKO PETE CORP	COM	032511107	442,361	6,562,251	SH		SOLE		6,562,251	0	0
ANALOG DEVICES INC	COM	032654105	39,065	422,507	SH		SOLE		422,507	0	0
ANAPTYSBIO INC	COM	032724106	129,732	1,300,315	SH		SOLE		1,300,315	0	0
ANDEAVOR	COM	03349M105	221,367	1,442,128	SH		SOLE		1,442,128	0	0
ANSYS INC	COM	03662Q105	20,143	107,900	SH		SOLE		107,900	0	0
ANTHEM INC	COM	036752103	92,243	336,593	SH		SOLE		336,593	0	0
AON PLC	SHS CL A	G0408V102	85,922	558,733	SH		SOLE		558,733	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	8,804	199,498	SH		SOLE		199,498	0	0
APELLIS PHARMACEUTICALS INC	COM	03753U106	3,894	219,000	SH		SOLE		219,000	0	0
APPLE INC	COM	037833100	1,346,045	5,962,810	SH		SOLE		5,962,810	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	64,699	826,819	SH		SOLE		826,819	0	0
APPLIED MATLS INC	COM	038222105	48,294	1,249,532	SH		SOLE		1,249,532	0	0
APTINYX INC	COM	03836N103	13,467	465,018	SH		SOLE		465,018	0	0
APTIV PLC	SHS	G6095L109	28,753	342,700	SH		SOLE		342,700	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	824	16,392	SH		SOLE		16,392	0	0
ARCO PLATFORM LTD	COM CL A	G04553106	2,280	100,000	SH		SOLE		100,000	0	0
ARCONIC INC	COM	03965L100	11,910	541,100	SH		SOLE		541,100	0	0
ARDELYX INC	COM	039697107	15,225	3,500,000	SH		SOLE		3,500,000	0	0
ARENA PHARMACEUTICALS INC	COM NEW	040047607	8,054	175,000	SH		SOLE		175,000	0	0
ARGENX SE	SPONSORED ADR	04016X101	77,052	1,015,981	SH		SOLE		1,015,981	0	0
ARISTA NETWORKS INC	COM	040413106	12,868	48,400	SH		SOLE		48,400	0	0
ARROW ELECTRS INC	COM	042735100	26,080	353,769	SH		SOLE		353,769	0	0
ARROWHEAD PHARMACEUTICALS IN	COM	04280A100	17,253	900,000	SH		SOLE		900,000	0	0
ASCENDIS PHARMA A S	SPONSORED ADR	04351P101	17,715	250,000	SH		SOLE		250,000	0	0
ASSEMBLY BIOSCIENCES INC	COM	045396108	2,786	75,000	SH		SOLE		75,000	0	0
ASSURANT INC	COM	04621X108	23,980	222,140	SH		SOLE		222,140	0	0
ASTRAZENECA PLC	SPONSORED ADR	046353108	19,785	500,000	SH		SOLE		500,000	0	0
AT&T INC	COM	00206R102	365,690	10,890,109	SH		SOLE		10,890,109	0	0
ATHENE HLDG LTD	CL A	G0684D107	17,306	335,000	SH		SOLE		335,000	0	0
ATLASSIAN CORP PLC	CL A	G06242104	9,614	100,000	SH		SOLE		100,000	0	0
ATMOS ENERGY CORP	COM	049560105	61,275	652,485	SH		SOLE		652,485	0	0
AUTODESK INC	COM	052769106	44,054	282,200	SH		SOLE		282,200	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	115,710	768,024	SH		SOLE		768,024	0	0
AUTOZONE INC	COM	053332102	26,618	34,315	SH		SOLE		34,315	0	0
AVALARA INC	COM	05338G106	873	25,000	SH		SOLE		25,000	0	0
AVALONBAY CMNTYS INC	COM	053484101	32,223	177,882	SH		SOLE		177,882	0	0
AVERY DENNISON CORP	COM	053611109	78,882	728,025	SH		SOLE		728,025	0	0
AVIS BUDGET GROUP	COM	053774105	3,214	100,000	SH		SOLE		100,000	0	0
AVROBIO INC	COM	05455M100	4,928	95,000	SH		SOLE		95,000	0	0
AXALTA COATING SYS LTD	COM	G0750C108	21,433	734,998	SH		SOLE		734,998	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	2,420	1,000,000	SH		SOLE		1,000,000	0	0
AZURRX BIOPHARMA INC	COM	05502L105	1,285	500,000	SH		SOLE		500,000	0	0
BAKER HUGHES A GE CO	CL A	05722G100	18,238	539,102	SH		SOLE		539,102	0	0
BANK AMER CORP	COM	060505104	376,283	12,772,686	SH		SOLE		12,772,686	0	0
BANK NEW YORK MELLON CORP	COM	064058100	44,606	874,800	SH		SOLE		874,800	0	0
BARRICK GOLD CORP	COM	067901108	129,825	11,717,062	SH		SOLE		11,717,062	0	0
BAXTER INTL INC	COM	071813109	52,896	686,165	SH		SOLE		686,165	0	0
BB&T CORP	COM	054937107	18,610	383,400	SH		SOLE		383,400	0	0
BEACON ROOFING SUPPLY INC	COM	073685109	71,717	1,981,684	SH		SOLE		1,981,684	0	0
BECTON DICKINSON & CO	COM	075887109	85,593	327,943	SH		SOLE		327,943	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	524,841	2,451,269	SH		SOLE		2,451,269	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	134,804	2,785,772	SH		SOLE		2,785,772	0	0
BERRY PETE CORP	COM	08579X101	13,479	765,000	SH		SOLE		765,000	0	0
BEST BUY INC	COM	086516101	25,276	318,500	SH		SOLE		318,500	0	0
BIO RAD LABS INC	CL A	090572207	28,169	90,000	SH		SOLE		90,000	0	0
BIOGEN INC	COM	09062X103	91,404	258,707	SH		SOLE		258,707	0	0
BLACK HILLS CORP	COM	092113109	66,804	1,150,000	SH		SOLE		1,150,000	0	0
BLACKROCK INC	COM	09247X101	88,601	187,980	SH		SOLE		187,980	0	0
BLOCK H & R INC	COM	093671105	6,880	267,200	SH		SOLE		267,200	0	0
BLUELINX HLDGS INC	COM NEW	09624H208	6,635	210,704	SH		SOLE		210,704	0	0
BOEING CO	COM	097023105	232,894	626,227	SH		SOLE		626,227	0	0
BOOKING HLDGS INC	COM	09857L108	87,494	44,100	SH		SOLE		44,100	0	0
BOOZ ALLEN HAMILTON HLDG COR	CL A	099502106	43,976	886,081	SH		SOLE		886,081	0	0
BORGWARNER INC	COM	099724106	6,610	154,500	SH		SOLE		154,500	0	0
BOSTON PROPERTIES INC	COM	101121101	24,083	195,656	SH		SOLE		195,656	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	142,778	3,708,512	SH		SOLE		3,708,512	0	0
BP PLC	SPONSORED ADR	055622104	18,671	405,000	SH		SOLE		405,000	0	0
BRASKEM S A	SP ADR PFD A	105532105	116,459	4,033,909	SH		SOLE		4,033,909	0	0
BRF SA	SPONSORED ADR	10552T107	5,480	1,000,000	SH		SOLE		1,000,000	0	0
BRIGHTHOUSE FINL INC	COM	10922N103	6,847	154,772	SH		SOLE		154,772	0	0
BRIGHTVIEW HLDGS INC	COM	10948C107	16,050	1,000,000	SH		SOLE		1,000,000	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	109,316	1,760,890	SH		SOLE		1,760,890	0	0
BROADCOM INC	COM	11135F101	149,278	605,026	SH		SOLE		605,026	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	13,314	100,900	SH		SOLE		100,900	0	0
BROWN FORMAN CORP	CL B	115637209	10,526	208,232	SH		SOLE		208,232	0	0
BRUNSWICK CORP	COM	117043109	150,480	2,245,307	SH		SOLE		2,245,307	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	10,276	700,000	SH		SOLE		700,000	0	0
BUNGE LIMITED	COM	G16962105	114,520	1,666,718	SH		SOLE		1,666,718	0	0
BURLINGTON STORES INC	COM	122017106	162,970	1,000,304	SH		SOLE		1,000,304	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	17,175	175,400	SH		SOLE		175,400	0	0
CA INC	COM	12673P105	11,073	250,800	SH		SOLE		250,800	0	0
CABOT CORP	COM	127055101	15,774	251,500	SH		SOLE		251,500	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	59,961	581,182	SH		SOLE		581,182	0	0
CACTUS INC	CL A	127203107	15,695	410,000	SH		SOLE		410,000	0	0
CALITHERA BIOSCIENCES INC	COM	13089P101	3,675	700,000	SH		SOLE		700,000	0	0
CALLON PETE CO DEL	COM	13123X102	35,147	2,931,356	SH		SOLE		2,931,356	0	0
CAMECO CORP	COM	13321L108	103,064	9,040,722	SH		SOLE		9,040,722	0	0
CAMPBELL SOUP CO	COM	134429109	8,192	223,652	SH		SOLE		223,652	0	0
CAPITAL ONE FINL CORP	COM	14040H105	94,852	999,182	SH		SOLE		999,182	0	0
CARDINAL HEALTH INC	COM	14149Y108	21,568	399,400	SH		SOLE		399,400	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	33,326	522,600	SH		SOLE		522,600	0	0
CATERPILLAR INC DEL	COM	149123101	203,660	1,335,561	SH		SOLE		1,335,561	0	0
CATHAY GEN BANCORP	COM	149150104	9,946	240,000	SH		SOLE		240,000	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	13,866	144,500	SH		SOLE		144,500	0	0
CBRE GROUP INC	CL A	12504L109	18,081	410,000	SH		SOLE		410,000	0	0
CBS CORP NEW	CL B	124857202	10,945	190,521	SH		SOLE		190,521	0	0
CELGENE CORP	COM	151020104	67,610	755,506	SH		SOLE		755,506	0	0
CELLECTIS S A	SPONSORED ADS	15117K103	22,576	800,000	SH		SOLE		800,000	0	0
CENTENE CORP DEL	COM	15135B101	38,162	263,586	SH		SOLE		263,586	0	0
CENTERPOINT ENERGY INC	COM	15189T107	126,189	4,563,800	SH		SOLE		4,563,800	0	0
CENTURY ALUM CO	COM	156431108	7,182	600,000	SH		SOLE		600,000	0	0
CENTURYLINK INC	COM	156700106	26,193	1,235,509	SH		SOLE		1,235,509	0	0
CERIDIAN HCM HLDG INC	COM	15677J108	1,051	25,000	SH		SOLE		25,000	0	0
CERNER CORP	COM	156782104	17,386	269,920	SH		SOLE		269,920	0	0
CHARTER COMMUNICATIONS INC N	CL A	16119P108	75,525	231,758	SH		SOLE		231,758	0	0
CHEMOURS CO	COM	163851108	45,109	1,143,728	SH		SOLE		1,143,728	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	50,504	726,786	SH		SOLE		726,786	0	0
CHEVRON CORP NEW	COM	166764100	241,475	1,974,768	SH		SOLE		1,974,768	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	14,219	31,283	SH		SOLE		31,283	0	0
CHUBB LIMITED	COM	H1467J104	105,098	786,424	SH		SOLE		786,424	0	0
CHURCH & DWIGHT INC	COM	171340102	17,457	294,037	SH		SOLE		294,037	0	0
CIGNA CORPORATION	COM	125509109	20,108	96,559	SH		SOLE		96,559	0	0
CIMAREX ENERGY CO	COM	171798101	74,469	801,264	SH		SOLE		801,264	0	0
CINTAS CORP	COM	172908105	21,799	110,200	SH		SOLE		110,200	0	0
CISCO SYS INC	COM	17275R102	315,978	6,494,921	SH		SOLE		6,494,921	0	0
CITIGROUP INC	COM NEW	172967424	241,541	3,366,888	SH		SOLE		3,366,888	0	0
CITIZENS FINL GROUP INC	COM	174610105	41,000	1,063,000	SH		SOLE		1,063,000	0	0
CITRIX SYS INC	COM	177376100	18,264	164,300	SH		SOLE		164,300	0	0
CLOROX CO DEL	COM	189054109	23,854	158,595	SH		SOLE		158,595	0	0
CME GROUP INC	COM CL A	12572Q105	75,357	442,731	SH		SOLE		442,731	0	0
CMS ENERGY CORP	COM	125896100	17,892	365,140	SH		SOLE		365,140	0	0
COCA COLA CO	COM	191216100	230,039	4,980,282	SH		SOLE		4,980,282	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	48,435	627,800	SH		SOLE		627,800	0	0
COLGATE PALMOLIVE CO	COM	194162103	74,102	1,106,828	SH		SOLE		1,106,828	0	0
COMCAST CORP NEW	CL A	20030N101	189,051	5,338,918	SH		SOLE		5,338,918	0	0
COMERICA INC	COM	200340107	19,956	221,246	SH		SOLE		221,246	0	0
COMTECH TELECOMMUNICATIONS C	COM NEW	205826209	671	18,499	SH		SOLE		18,499	0	0
CONAGRA BRANDS INC	COM	205887102	15,577	458,539	SH		SOLE		458,539	0	0
CONCHO RES INC	COM	20605P101	91,645	599,969	SH		SOLE		599,969	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	46,976	217,867	SH		SOLE		217,867	0	0
CONTRAFECT CORP	COM	212326102	6,210	3,000,000	SH		SOLE		3,000,000	0	0
COOPER COS INC	COM NEW	216648402	17,472	63,041	SH		SOLE		63,041	0	0
COPART INC	COM	217204106	13,434	260,700	SH		SOLE		260,700	0	0
CORNING INC	COM	219350105	46,441	1,315,621	SH		SOLE		1,315,621	0	0
COSTCO WHSL CORP NEW	COM	22160K105	130,583	555,956	SH		SOLE		555,956	0	0
COTY INC	COM CL A	222070203	6,807	541,941	SH		SOLE		541,941	0	0
CRINETICS PHARMACEUTICALS IN	COM	22663K107	5,730	200,000	SH		SOLE		200,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	26,641	239,294	SH		SOLE		239,294	0	0
CROWN HOLDINGS INC	COM	228368106	134,248	2,796,843	SH		SOLE		2,796,843	0	0
CSX CORP	COM	126408103	78,276	1,057,068	SH		SOLE		1,057,068	0	0
CUBIC CORP	COM	229669106	1,025	14,036	SH		SOLE		14,036	0	0
CUMMINS INC	COM	231021106	28,922	198,004	SH		SOLE		198,004	0	0
CURTISS WRIGHT CORP	COM	231561101	17,319	126,030	SH		SOLE		126,030	0	0
CYMABAY THERAPEUTICS INC	COM	23257D103	21,883	1,975,000	SH		SOLE		1,975,000	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	7,206	497,300	SH		SOLE		497,300	0	0
D R HORTON INC	COM	23331A109	18,483	438,200	SH		SOLE		438,200	0	0
DANAHER CORP DEL	COM	235851102	86,126	792,620	SH		SOLE		792,620	0	0
DARDEN RESTAURANTS INC	COM	237194105	16,529	148,659	SH		SOLE		148,659	0	0
DAVITA INC	COM	23918K108	11,844	165,350	SH		SOLE		165,350	0	0
DEERE & CO	COM	244199105	537,509	3,575,529	SH		SOLE		3,575,529	0	0
DELL TECHNOLOGIES INC	COM CL V	24703L103	18,666	192,200	SH		SOLE		192,200	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	56,524	977,419	SH		SOLE		977,419	0	0
DENTSPLY SIRONA INC	COM	24906P109	11,031	292,300	SH		SOLE		292,300	0	0
DERMIRA INC	COM	24983L104	21,800	2,000,000	SH		SOLE		2,000,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	26,880	673,000	SH		SOLE		673,000	0	0
DICERNA PHARMACEUTICALS INC	COM	253031108	37,387	2,450,000	SH		SOLE		2,450,000	0	0
DIGITAL RLTY TR INC	COM	253868103	29,807	265,000	SH		SOLE		265,000	0	0
DISCOVER FINL SVCS	COM	254709108	5,654	73,958	SH		SOLE		73,958	0	0
DISCOVERY INC	COM SER A	25470F104	6,447	201,484	SH		SOLE		201,484	0	0
DISCOVERY INC	COM SER C	25470F302	13,822	467,290	SH		SOLE		467,290	0	0
DISH NETWORK CORP	CL A	25470M109	10,559	295,268	SH		SOLE		295,268	0	0
DISNEY WALT CO	COM DISNEY	254687106	279,325	2,388,617	SH		SOLE		2,388,617	0	0
DOCUSIGN INC	COM	256163106	2,891	55,000	SH		SOLE		55,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	51,183	468,279	SH		SOLE		468,279	0	0
DOLLAR TREE INC	COM	256746108	48,281	592,045	SH		SOLE		592,045	0	0
DOMINION ENERGY INC	COM	25746U109	52,712	750,027	SH		SOLE		750,027	0	0
DOMO INC	COM CL B	257554105	1,073	50,000	SH		SOLE		50,000	0	0
DOWDUPONT INC	COM	26078J100	211,430	3,287,662	SH		SOLE		3,287,662	0	0
DTE ENERGY CO	COM	233331107	25,571	234,319	SH		SOLE		234,319	0	0
DUKE REALTY CORP	COM NEW	264411505	12,976	457,400	SH		SOLE		457,400	0	0
DXC TECHNOLOGY CO	COM	23355L106	34,740	371,476	SH		SOLE		371,476	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	25,506	486,841	SH		SOLE		486,841	0	0
EAGLE MATERIALS INC	COM	26969P108	167,652	1,966,822	SH		SOLE		1,966,822	0	0
EAST WEST BANCORP INC	COM	27579R104	6,339	105,000	SH		SOLE		105,000	0	0
EASTMAN CHEM CO	COM	277432100	17,593	183,800	SH		SOLE		183,800	0	0
EATON VANCE CORP	COM NON VTG	278265103	1,314	25,000	SH		SOLE		25,000	0	0
EBAY INC	COM	278642103	4,428	134,100	SH		SOLE		134,100	0	0
ECOLAB INC	COM	278865100	1,500	9,565	SH		SOLE		9,565	0	0
EDISON INTL	COM	281020107	28,500	421,092	SH		SOLE		421,092	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	40,367	231,860	SH		SOLE		231,860	0	0
EIGER BIOPHARMACEUTICALS INC	COM	28249U105	8,186	682,200	SH		SOLE		682,200	0	0
ELANCO ANIMAL HEALTH INC	COM	28414H103	5,234	150,000	SH		SOLE		150,000	0	0
ELECTRONIC ARTS INC	COM	285512109	47,642	395,400	SH		SOLE		395,400	0	0
EMBRAER S A	SP ADR REP 4 COM	29082A107	7,749	395,559	SH		SOLE		395,559	0	0
EMCOR GROUP INC	COM	29084Q100	26,454	352,200	SH		SOLE		352,200	0	0
EMERSON ELEC CO	COM	291011104	227,980	2,977,019	SH		SOLE		2,977,019	0	0
ENDOCYTE INC	COM	29269A102	21,312	1,200,000	SH		SOLE		1,200,000	0	0
ENERGEN CORP	COM	29265N108	73,245	850,000	SH		SOLE		850,000	0	0
ENGILITY HLDGS INC NEW	COM	29286C107	1,348	37,463	SH		SOLE		37,463	0	0
ENSCO PLC	SHS CLASS A	G3157S106	7,702	912,546	SH		SOLE		912,546	0	0
ENTERGY CORP NEW	COM	29364G103	100,098	1,233,800	SH		SOLE		1,233,800	0	0
ENVISION HEALTHCARE CORP	COM	29414D100	105,465	2,306,251	SH		SOLE		2,306,251	0	0
EOG RES INC	COM	26875P101	52,980	415,300	SH		SOLE		415,300	0	0
EPAM SYS INC	COM	29414B104	3,443	25,000	SH		SOLE		25,000	0	0
EQT CORP	COM	26884L109	45,001	1,017,428	SH		SOLE		1,017,428	0	0
EQUIFAX INC	COM	294429105	45,948	351,900	SH		SOLE		351,900	0	0
EQUINIX INC	COM PAR $0.001	29444U700	63,897	147,606	SH		SOLE		147,606	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	31,721	478,733	SH		SOLE		478,733	0	0
ESSEX PPTY TR INC	COM	297178105	20,970	85,000	SH		SOLE		85,000	0	0
ESTERLINE TECHNOLOGIES CORP	COM	297425100	3,752	41,255	SH		SOLE		41,255	0	0
EVERGY INC	COM	30034W106	19,234	350,220	SH		SOLE		350,220	0	0
EVERQUOTE INC	COM CL A	30041R108	5,201	350,000	SH		SOLE		350,000	0	0
EVERSOURCE ENERGY	COM	30040W108	131,897	2,146,756	SH		SOLE		2,146,756	0	0
EVO PMTS INC	CL A COM	26927E104	14,816	619,900	SH		SOLE		619,900	0	0
EXACT SCIENCES CORP	COM	30063P105	7,892	100,000	SH		SOLE		100,000	0	0
EXELON CORP	COM	30161N101	54,470	1,247,600	SH		SOLE		1,247,600	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	20,446	156,700	SH		SOLE		156,700	0	0
EXPEDITORS INTL WASH INC	COM	302130109	16,552	225,100	SH		SOLE		225,100	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	153,199	1,612,450	SH		SOLE		1,612,450	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	14,070	162,400	SH		SOLE		162,400	0	0
EXXON MOBIL CORP	COM	30231G102	222,769	2,620,192	SH		SOLE		2,620,192	0	0
F M C CORP	COM NEW	302491303	10,898	125,000	SH		SOLE		125,000	0	0
F5 NETWORKS INC	COM	315616102	15,455	77,500	SH		SOLE		77,500	0	0
FACEBOOK INC	CL A	30303M102	493,298	2,999,500	SH		SOLE		2,999,500	0	0
FARFETCH LTD	ORD SH CL A	30744W107	16,338	600,000	SH		SOLE		600,000	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	11,698	92,500	SH		SOLE		92,500	0	0
FEDEX CORP	COM	31428X106	76,187	316,404	SH		SOLE		316,404	0	0
FERROGLOBE PLC	SHS	G33856108	86,691	10,610,892	SH		SOLE		10,610,892	0	0
FIBROGEN INC	COM	31572Q808	29,950	493,000	SH		SOLE		493,000	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	35,577	326,185	SH		SOLE		326,185	0	0
FIRST DATA CORP NEW	COM CL A	32008D106	34,561	1,412,363	SH		SOLE		1,412,363	0	0
FIRST HAWAIIAN INC	COM	32051X108	7,333	270,000	SH		SOLE		270,000	0	0
FIRST HORIZON NATL CORP	COM	320517105	7,249	420,000	SH		SOLE		420,000	0	0
FIRSTENERGY CORP	COM	337932107	80,053	2,153,700	SH		SOLE		2,153,700	0	0
FISERV INC	COM	337738108	76,227	925,310	SH		SOLE		925,310	0	0
FIVE PRIME THERAPEUTICS INC	COM	33830X104	9,020	648,000	SH		SOLE		648,000	0	0
FLEETCOR TECHNOLOGIES INC	COM	339041105	36,910	162,000	SH		SOLE		162,000	0	0
FLUOR CORP NEW	COM	343412102	10,318	177,592	SH		SOLE		177,592	0	0
FOAMIX PHARMACEUTICALS LTD	SHS	M46135105	6,303	1,100,000	SH		SOLE		1,100,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	46,795	5,058,900	SH		SOLE		5,058,900	0	0
FORTIS INC	COM	349553107	66,540	2,052,424	SH		SOLE		2,052,424	0	0
FORTIVE CORP	COM	34959J108	90,371	1,073,293	SH		SOLE		1,073,293	0	0
FORTRESS BIOTECH INC	COM	34960Q109	80	50,000	SH		SOLE		50,000	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	53,790	1,027,315	SH		SOLE		1,027,315	0	0
FORTY SEVEN INC	COM	34983P104	6,117	410,000	SH		SOLE		410,000	0	0
FRANKLIN RES INC	COM	354613101	1,411	46,400	SH		SOLE		46,400	0	0
FRANKS INTL N V	COM	N33462107	9,382	1,080,846	SH		SOLE		1,080,846	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	131,451	9,443,300	SH		SOLE		9,443,300	0	0
FTS INTERNATIONAL INC	COM	30283W104	4,893	415,000	SH		SOLE		415,000	0	0
FULLER H B CO	COM	359694106	23,835	461,301	SH		SOLE		461,301	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	27,535	369,900	SH		SOLE		369,900	0	0
GARDNER DENVER HLDGS INC	COM	36555P107	70,049	2,471,729	SH		SOLE		2,471,729	0	0
GARMIN LTD	SHS	H2906T109	9,226	131,712	SH		SOLE		131,712	0	0
GARTNER INC	COM	366651107	18,426	116,250	SH		SOLE		116,250	0	0
GCP APPLIED TECHNOLOGIES INC	COM	36164Y101	86,050	3,241,069	SH		SOLE		3,241,069	0	0
GDS HLDGS LTD	SPONSORED ADR	36165L108	16,853	479,719	SH		SOLE		479,719	0	0
GENERAL DYNAMICS CORP	COM	369550108	163,041	796,411	SH		SOLE		796,411	0	0
GENERAL ELECTRIC CO	COM	369604103	52,149	4,619,060	SH		SOLE		4,619,060	0	0
GENERAL MLS INC	COM	370334104	19,039	443,604	SH		SOLE		443,604	0	0
GENERAL MTRS CO	COM	37045V100	62,413	1,853,666	SH		SOLE		1,853,666	0	0
GENERAL MTRS CO	*W EXP 07/10/201	37045V126	1,238	75,000	SH		SOLE		75,000	0	0
GENTEX CORP	COM	371901109	42,920	2,000,000	SH		SOLE		2,000,000	0	0
GENUINE PARTS CO	COM	372460105	8,061	81,100	SH		SOLE		81,100	0	0
GILEAD SCIENCES INC	COM	375558103	117,783	1,525,494	SH		SOLE		1,525,494	0	0
GLOBANT S A	COM	L44385109	1,770	30,000	SH		SOLE		30,000	0	0
GLOBUS MED INC	CL A	379577208	3,406	60,000	SH		SOLE		60,000	0	0
GMS INC	COM	36251C103	23,178	999,040	SH		SOLE		999,040	0	0
GODADDY INC	CL A	380237107	8,339	100,000	SH		SOLE		100,000	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	60,500	269,800	SH		SOLE		269,800	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	229,357	9,805,790	SH		SOLE		9,805,790	0	0
GRACE W R & CO DEL NEW	COM	38388F108	41,816	585,171	SH		SOLE		585,171	0	0
GRAFTECH INTL LTD	COM	384313508	17,559	900,000	SH		SOLE		900,000	0	0
GRAINGER W W INC	COM	384802104	54,048	151,221	SH		SOLE		151,221	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	5,671	404,773	SH		SOLE		404,773	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	11,833	182,330	SH		SOLE		182,330	0	0
GS ACQUISITION HLDGS CORP	UNIT 06/12/2023	36255F201	27,999	2,700,000	SH		SOLE		2,700,000	0	0
GULFPORT ENERGY CORP	COM NEW	402635304	1,614	155,000	SH		SOLE		155,000	0	0
HALLIBURTON CO	COM	406216101	5,647	139,339	SH		SOLE		139,339	0	0
HARSCO CORP	COM	415864107	20,067	702,873	SH		SOLE		702,873	0	0
HARTFORD FINL SVCS GROUP INC	*W EXP 06/26/201	416515120	43,903	975,000	SH		SOLE		975,000	0	0
HASBRO INC	COM	418056107	15,376	146,272	SH		SOLE		146,272	0	0
HCA HEALTHCARE INC	COM	40412C101	48,803	350,800	SH		SOLE		350,800	0	0
HCP INC	COM	40414L109	15,935	605,443	SH		SOLE		605,443	0	0
HERSHEY CO	COM	427866108	17,981	176,285	SH		SOLE		176,285	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	29,217	1,791,336	SH		SOLE		1,791,336	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	31,052	384,400	SH		SOLE		384,400	0	0
HOLLYFRONTIER CORP	COM	436106108	580	8,300	SH		SOLE		8,300	0	0
HOLOGIC INC	COM	436440101	9,313	227,259	SH		SOLE		227,259	0	0
HOME DEPOT INC	COM	437076102	308,385	1,488,705	SH		SOLE		1,488,705	0	0
HONEYWELL INTL INC	COM	438516106	360,745	2,167,938	SH		SOLE		2,167,938	0	0
HORMEL FOODS CORP	COM	440452100	13,898	352,746	SH		SOLE		352,746	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	20,132	954,133	SH		SOLE		954,133	0	0
HP INC	COM	40434L105	51,925	2,014,936	SH		SOLE		2,014,936	0	0
HUBBELL INC	COM	443510607	58,310	436,550	SH		SOLE		436,550	0	0
HUMANA INC	COM	444859102	59,955	177,110	SH		SOLE		177,110	0	0
HUNT J B TRANS SVCS INC	COM	445658107	13,500	113,500	SH		SOLE		113,500	0	0
HUNTINGTON BANCSHARES INC	COM	446150104	67,698	4,537,400	SH		SOLE		4,537,400	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	14,755	57,618	SH		SOLE		57,618	0	0
IDEXX LABS INC	COM	45168D104	46,672	186,943	SH		SOLE		186,943	0	0
IHS MARKIT LTD	SHS	G47567105	24,832	460,200	SH		SOLE		460,200	0	0
II VI INC	COM	902104108	5,455	115,328	SH		SOLE		115,328	0	0
ILLINOIS TOOL WKS INC	COM	452308109	86,342	611,835	SH		SOLE		611,835	0	0
ILLUMINA INC	COM	452327109	69,571	189,536	SH		SOLE		189,536	0	0
IMMUNOMEDICS INC	COM	452907108	6,041	290,000	SH		SOLE		290,000	0	0
INCYTE CORP	COM	45337C102	5,721	82,817	SH		SOLE		82,817	0	0
INDEPENDENCE CONTRACT DRIL I	COM	453415309	12,351	2,500,264	SH		SOLE		2,500,264	0	0
INFLARX NV	COM	N44821101	87,583	2,551,959	SH		SOLE		2,551,959	0	0
INFRAREIT INC	COM	45685L100	67,033	3,169,405	SH		SOLE		3,169,405	0	0
INGERSOLL-RAND PLC	SHS	G47791101	32,391	316,630	SH		SOLE		316,630	0	0
INPHI CORP	COM	45772F107	17,320	456,029	SH		SOLE		456,029	0	0
INSMED INC	COM PAR $.01	457669307	25,275	1,250,000	SH		SOLE		1,250,000	0	0
INTEC PHARMA LTD JERUSALEM	SHS	M53644106	11,441	2,025,000	SH		SOLE		2,025,000	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	16,468	250,000	SH		SOLE		250,000	0	0
INTEL CORP	COM	458140100	270,360	5,717,059	SH		SOLE		5,717,059	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	55,980	747,490	SH		SOLE		747,490	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	157,075	1,038,790	SH		SOLE		1,038,790	0	0
INTERSECT ENT INC	COM	46071F103	4,313	150,000	SH		SOLE		150,000	0	0
INTL PAPER CO	COM	460146103	26,241	533,892	SH		SOLE		533,892	0	0
INTUIT	COM	461202103	76,998	338,600	SH		SOLE		338,600	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	147,079	256,235	SH		SOLE		256,235	0	0
INVESCO LTD	SHS	G491BT108	12,096	528,669	SH		SOLE		528,669	0	0
IPG PHOTONICS CORP	COM	44980X109	7,242	46,400	SH		SOLE		46,400	0	0
IQVIA HLDGS INC	COM	46266C105	26,973	207,900	SH		SOLE		207,900	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	9,466	100,000	SH		SOLE		100,000	0	0
IRON MTN INC NEW	COM	46284V101	12,816	371,252	SH		SOLE		371,252	0	0
IRONWOOD PHARMACEUTICALS INC	COM CL A	46333X108	43,843	2,375,000	SH		SOLE		2,375,000	0	0
ITT INC	COM	45073V108	96,844	1,580,872	SH		SOLE		1,580,872	0	0
JABIL INC	COM	466313103	14,741	544,366	SH		SOLE		544,366	0	0
JACOBS ENGR GROUP INC DEL	COM	469814107	11,177	146,101	SH		SOLE		146,101	0	0
JAGGED PEAK ENERGY INC	COM	47009K107	12,101	875,000	SH		SOLE		875,000	0	0
JEFFERIES FINL GROUP INC	COM	47233W109	8,643	393,600	SH		SOLE		393,600	0	0
JETBLUE AIRWAYS CORP	COM	477143101	48,123	2,485,706	SH		SOLE		2,485,706	0	0
JOHNSON & JOHNSON	COM	478160104	451,624	3,268,610	SH		SOLE		3,268,610	0	0
JPMORGAN CHASE & CO	COM	46625H100	495,131	4,387,907	SH		SOLE		4,387,907	0	0
JUNIPER NETWORKS INC	COM	48203R104	13,364	445,900	SH		SOLE		445,900	0	0
KALVISTA PHARMACEUTICALS INC	COM	483497103	6,748	305,187	SH		SOLE		305,187	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	39,206	346,100	SH		SOLE		346,100	0	0
KELLOGG CO	COM	487836108	21,480	306,774	SH		SOLE		306,774	0	0
KEYCORP NEW	COM	493267108	35,259	1,772,703	SH		SOLE		1,772,703	0	0
KIMBERLY CLARK CORP	COM	494368103	16,245	142,948	SH		SOLE		142,948	0	0
KIMCO RLTY CORP	COM	49446R109	8,696	519,463	SH		SOLE		519,463	0	0
KINDER MORGAN INC DEL	COM	49456B101	43,740	2,466,995	SH		SOLE		2,466,995	0	0
KINDRED BIOSCIENCES INC	COM	494577109	13,253	950,000	SH		SOLE		950,000	0	0
KLA-TENCOR CORP	COM	482480100	8,708	85,620	SH		SOLE		85,620	0	0
KOSMOS ENERGY LTD	SHS	G5315B107	6,265	670,000	SH		SOLE		670,000	0	0
KRAFT HEINZ CO	COM	500754106	43,602	791,188	SH		SOLE		791,188	0	0
KROGER CO	COM	501044101	11,088	380,916	SH		SOLE		380,916	0	0
L3 TECHNOLOGIES INC	COM	502413107	14,738	69,316	SH		SOLE		69,316	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	9,848	56,700	SH		SOLE		56,700	0	0
LAM RESEARCH CORP	COM	512807108	99,790	657,809	SH		SOLE		657,809	0	0
LAUDER ESTEE COS INC	CL A	518439104	41,015	282,240	SH		SOLE		282,240	0	0
LEAR CORP	COM NEW	521865204	17,068	117,710	SH		SOLE		117,710	0	0
LENNAR CORP	CL A	526057104	16,095	344,717	SH		SOLE		344,717	0	0
LENNOX INTL INC	COM	526107107	5,090	23,305	SH		SOLE		23,305	0	0
LIBERTY MEDIA CORP DELAWARE	COM C SIRIUSXM	531229607	22,377	515,000	SH		SOLE		515,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	19,949	536,400	SH		SOLE		536,400	0	0
LIBERTY OILFIELD SVCS INC	COM CL A	53115L104	11,864	550,000	SH		SOLE		550,000	0	0
LILLY ELI & CO	COM	532457108	131,596	1,226,315	SH		SOLE		1,226,315	0	0
LINCOLN NATL CORP IND	*W EXP 07/10/201	534187117	21,151	313,400	SH		SOLE		313,400	0	0
LIVANOVA PLC	SHS	G5509L101	30,993	250,000	SH		SOLE		250,000	0	0
LKQ CORP	COM	501889208	13,099	413,600	SH		SOLE		413,600	0	0
LOCKHEED MARTIN CORP	COM	539830109	165,306	477,818	SH		SOLE		477,818	0	0
LOEWS CORP	COM	540424108	5,805	115,577	SH		SOLE		115,577	0	0
LOUISIANA PAC CORP	COM	546347105	37,606	1,419,623	SH		SOLE		1,419,623	0	0
LOWES COS INC	COM	548661107	120,796	1,052,043	SH		SOLE		1,052,043	0	0
LOXO ONCOLOGY INC	COM	548862101	5,979	35,000	SH		SOLE		35,000	0	0
LPL FINL HLDGS INC	COM	50212V100	6,451	100,000	SH		SOLE		100,000	0	0
LUMENTUM HLDGS INC	COM	55024U109	6,115	102,000	SH		SOLE		102,000	0	0
LUXOFT HLDG INC	ORD SHS CL A	G57279104	4,735	100,000	SH		SOLE		100,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	3,803	37,100	SH		SOLE		37,100	0	0
M & T BK CORP	COM	55261F104	30,669	186,390	SH		SOLE		186,390	0	0
MACERICH CO	COM	554382101	7,420	134,200	SH		SOLE		134,200	0	0
MADRIGAL PHARMACEUTICALS INC	COM	558868105	6,863	32,050	SH		SOLE		32,050	0	0
MAGNOLIA OIL & GAS CORP	CL A	559663109	13,884	924,998	SH		SOLE		924,998	0	0
MAGNOLIA OIL & GAS CORP	*W EXP 07/31/202	559663117	3,120	666,666	SH		SOLE		666,666	0	0
MARATHON OIL CORP	COM	565849106	15,535	667,300	SH		SOLE		667,300	0	0
MARRIOTT INTL INC NEW	CL A	571903202	44,709	338,625	SH		SOLE		338,625	0	0
MARSH & MCLENNAN COS INC	COM	571748102	54,298	656,404	SH		SOLE		656,404	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	56,871	312,566	SH		SOLE		312,566	0	0
MARVELL TECHNOLOGY GROUP LTD	ORD	G5876H105	33,763	1,749,367	SH		SOLE		1,749,367	0	0
MASCO CORP	COM	574599106	52,566	1,436,218	SH		SOLE		1,436,218	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	281,070	1,262,610	SH		SOLE		1,262,610	0	0
MATTEL INC	COM	577081102	6,951	442,742	SH		SOLE		442,742	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	20,212	153,415	SH		SOLE		153,415	0	0
MCDONALDS CORP	COM	580135101	167,342	1,000,309	SH		SOLE		1,000,309	0	0
MCKESSON CORP	COM	58155Q103	34,563	260,560	SH		SOLE		260,560	0	0
MEDTRONIC PLC	SHS	G5960L103	147,991	1,504,435	SH		SOLE		1,504,435	0	0
MERCK & CO INC	COM	58933Y105	461,957	6,511,933	SH		SOLE		6,511,933	0	0
METLIFE INC	COM	59156R108	48,910	1,046,876	SH		SOLE		1,046,876	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	19,729	32,396	SH		SOLE		32,396	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	18,502	662,900	SH		SOLE		662,900	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	13,607	198,475	SH		SOLE		198,475	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	8,661	109,756	SH		SOLE		109,756	0	0
MICRON TECHNOLOGY INC	COM	595112103	68,051	1,504,550	SH		SOLE		1,504,550	0	0
MICROSOFT CORP	COM	594918104	1,163,824	10,175,955	SH		SOLE		10,175,955	0	0
MID AMER APT CMNTYS INC	COM	59522J103	14,431	144,050	SH		SOLE		144,050	0	0
MOHAWK INDS INC	COM	608190104	14,273	81,400	SH		SOLE		81,400	0	0
MOLSON COORS BREWING CO	CL B	60871R209	14,707	239,136	SH		SOLE		239,136	0	0
MONDELEZ INTL INC	CL A	609207105	81,912	1,906,697	SH		SOLE		1,906,697	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	30,082	516,161	SH		SOLE		516,161	0	0
MOODYS CORP	COM	615369105	27,637	165,295	SH		SOLE		165,295	0	0
MOOG INC	CL A	615394202	649	7,553	SH		SOLE		7,553	0	0
MORGAN STANLEY	COM NEW	617446448	110,268	2,367,800	SH		SOLE		2,367,800	0	0
MOSAIC CO NEW	COM	61945C103	292,314	8,999,805	SH		SOLE		8,999,805	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	29,487	226,576	SH		SOLE		226,576	0	0
MSCI INC	COM	55354G100	20,136	113,500	SH		SOLE		113,500	0	0
MYLAN N V	SHS EURO	N59465109	23,420	639,886	SH		SOLE		639,886	0	0
MYOVANT SCIENCES LTD	COM	G637AM102	19,249	725,000	SH		SOLE		725,000	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	462	75,000	SH		SOLE		75,000	0	0
NASDAQ INC	COM	631103108	12,654	147,480	SH		SOLE		147,480	0	0
NATIONAL VISION HLDGS INC	COM	63845R107	173,109	3,834,935	SH		SOLE		3,834,935	0	0
NETAPP INC	COM	64110D104	29,194	339,900	SH		SOLE		339,900	0	0
NETFLIX INC	COM	64110L106	211,335	564,871	SH		SOLE		564,871	0	0
NEUROCRINE BIOSCIENCES INC	COM	64125C109	3,197	26,000	SH		SOLE		26,000	0	0
NEW SR INVT GROUP INC	COM	648691103	1,125	190,600	SH		SOLE		190,600	0	0
NEW YORK CMNTY BANCORP INC	COM	649445103	9,682	933,654	SH		SOLE		933,654	0	0
NEWELL BRANDS INC	COM	651229106	11,449	564,000	SH		SOLE		564,000	0	0
NEWMONT MINING CORP	COM	651639106	20,494	678,600	SH		SOLE		678,600	0	0
NEWS CORP NEW	CL A	65249B109	6,570	498,074	SH		SOLE		498,074	0	0
NEWS CORP NEW	CL B	65249B208	2,187	160,831	SH		SOLE		160,831	0	0
NEXTERA ENERGY INC	COM	65339F101	132,396	789,951	SH		SOLE		789,951	0	0
NIELSEN HLDGS PLC	SHS EUR	G6518L108	12,803	462,879	SH		SOLE		462,879	0	0
NIKE INC	CL B	654106103	138,198	1,631,238	SH		SOLE		1,631,238	0	0
NINE ENERGY SVC INC	COM	65441V101	20,060	655,982	SH		SOLE		655,982	0	0
NOBLE ENERGY INC	COM	655044105	459,963	14,747,118	SH		SOLE		14,747,118	0	0
NORDSTROM INC	COM	655664100	5,162	86,302	SH		SOLE		86,302	0	0
NORFOLK SOUTHERN CORP	COM	655844108	65,613	363,506	SH		SOLE		363,506	0	0
NORTHERN TR CORP	COM	665859104	50,616	495,600	SH		SOLE		495,600	0	0
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	14,863	258,800	SH		SOLE		258,800	0	0
NOVA MEASURING INSTRUMENTS L	COM	M7516K103	8,016	304,686	SH		SOLE		304,686	0	0
NOVO-NORDISK A S	ADR	670100205	23,570	500,000	SH		SOLE		500,000	0	0
NRG ENERGY INC	COM NEW	629377508	181,155	4,843,720	SH		SOLE		4,843,720	0	0
NUCOR CORP	COM	670346105	26,069	410,862	SH		SOLE		410,862	0	0
NUTRIEN LTD	COM	67077M108	151,852	2,631,757	SH		SOLE		2,631,757	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	91,176	3,356,979	SH		SOLE		3,356,979	0	0
NVIDIA CORP	COM	67066G104	218,944	779,104	SH		SOLE		779,104	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	165,870	1,940,000	SH		SOLE		1,940,000	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	36,295	104,500	SH		SOLE		104,500	0	0
OGE ENERGY CORP	COM	670837103	69,008	1,900,000	SH		SOLE		1,900,000	0	0
OLIN CORP	COM PAR $1	680665205	269,400	10,490,669	SH		SOLE		10,490,669	0	0
OLLIES BARGAIN OUTLT HLDGS I	COM	681116109	24,025	250,000	SH		SOLE		250,000	0	0
ONEMAIN HLDGS INC	COM	68268W103	14,620	435,000	SH		SOLE		435,000	0	0
ORACLE CORP	COM	68389X105	191,437	3,712,897	SH		SOLE		3,712,897	0	0
ORBCOMM INC	COM	68555P100	72,233	6,651,252	SH		SOLE		6,651,252	0	0
ORBOTECH LTD	ORD	M75253100	24,542	412,889	SH		SOLE		412,889	0	0
OWENS CORNING NEW	COM	690742101	163,593	3,014,428	SH		SOLE		3,014,428	0	0
PACKAGING CORP AMER	COM	695156109	12,921	117,800	SH		SOLE		117,800	0	0
PAGSEGURO DIGITAL LTD	COM CL A	G68707101	1,384	50,000	SH		SOLE		50,000	0	0
PALO ALTO NETWORKS INC	COM	697435105	7,884	35,000	SH		SOLE		35,000	0	0
PARSLEY ENERGY INC	CL A	701877102	170,211	5,819,177	SH		SOLE		5,819,177	0	0
PAYCHEX INC	COM	704326107	19,602	266,146	SH		SOLE		266,146	0	0
PAYPAL HLDGS INC	COM	70450Y103	135,221	1,539,400	SH		SOLE		1,539,400	0	0
PENUMBRA INC	COM	70975L107	14,970	100,000	SH		SOLE		100,000	0	0
PEPSICO INC	COM	713448108	205,531	1,838,379	SH		SOLE		1,838,379	0	0
PERRIGO CO PLC	SHS	G97822103	9,099	128,511	SH		SOLE		128,511	0	0
PERSPECTA INC	COM	715347100	4,109	159,751	SH		SOLE		159,751	0	0
PFIZER INC	COM	717081103	326,834	7,416,258	SH		SOLE		7,416,258	0	0
PG&E CORP	COM	69331C108	30,706	667,377	SH		SOLE		667,377	0	0
PHILIP MORRIS INTL INC	COM	718172109	160,687	1,970,654	SH		SOLE		1,970,654	0	0
PHILLIPS 66	COM	718546104	61,804	548,301	SH		SOLE		548,301	0	0
PINNACLE WEST CAP CORP	COM	723484101	11,211	141,594	SH		SOLE		141,594	0	0
PIONEER NAT RES CO	COM	723787107	158,252	908,500	SH		SOLE		908,500	0	0
PNC FINL SVCS GROUP INC	COM	693475105	57,376	421,291	SH		SOLE		421,291	0	0
PPG INDS INC	COM	693506107	34,338	314,650	SH		SOLE		314,650	0	0
PRAXAIR INC	COM	74005P104	59,670	371,244	SH		SOLE		371,244	0	0
PRICE T ROWE GROUP INC	COM	74144T108	34,515	316,130	SH		SOLE		316,130	0	0
PRINCIPAL FINL GROUP INC	COM	74251V102	10,074	171,942	SH		SOLE		171,942	0	0
PRINCIPIA BIOPHARMA INC	COM	74257L108	8,766	300,000	SH		SOLE		300,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	268,605	3,227,256	SH		SOLE		3,227,256	0	0
PROGRESSIVE CORP OHIO	COM	743315103	72,319	1,018,004	SH		SOLE		1,018,004	0	0
PROLOGIS INC	COM	74340W103	55,007	811,429	SH		SOLE		811,429	0	0
PROPETRO HLDG CORP	COM	74347M108	28,440	1,724,687	SH		SOLE		1,724,687	0	0
PROQR THRAPEUTICS N V	SHS EURO	N71542109	66,989	3,461,941	SH		SOLE		3,461,941	0	0
PRUDENTIAL FINL INC	COM	744320102	62,812	619,937	SH		SOLE		619,937	0	0
PTC INC	COM	69370C100	9,557	90,000	SH		SOLE		90,000	0	0
PTC THERAPEUTICS INC	COM	69366J200	4,089	87,000	SH		SOLE		87,000	0	0
PUBLIC STORAGE	COM	74460D109	39,316	194,992	SH		SOLE		194,992	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	34,469	652,944	SH		SOLE		652,944	0	0
PULTE GROUP INC	COM	745867101	8,360	337,500	SH		SOLE		337,500	0	0
QORVO INC	COM	74736K101	10,932	142,178	SH		SOLE		142,178	0	0
QUALCOMM INC	COM	747525103	143,704	1,995,064	SH		SOLE		1,995,064	0	0
QUANTA SVCS INC	COM	74762E102	6,172	184,893	SH		SOLE		184,893	0	0
QUANTENNA COMMUNICATIONS INC	COM	74766D100	6,935	375,889	SH		SOLE		375,889	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	2,762	25,600	SH		SOLE		25,600	0	0
RALPH LAUREN CORP	CL A	751212101	9,739	70,800	SH		SOLE		70,800	0	0
RANGE RES CORP	COM	75281A109	16,310	960,000	SH		SOLE		960,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	15,529	168,700	SH		SOLE		168,700	0	0
RAYTHEON CO	COM NEW	755111507	38,323	185,442	SH		SOLE		185,442	0	0
REALTY INCOME CORP	COM	756109104	21,402	376,200	SH		SOLE		376,200	0	0
RED HAT INC	COM	756577102	27,610	202,600	SH		SOLE		202,600	0	0
REGALWOOD GLOBAL ENERGY LTD	COM CL A	G74760102	19,520	1,999,998	SH		SOLE		1,999,998	0	0
REGALWOOD GLOBAL ENERGY LTD	*W EXP 12/05/202	G74760128	973	666,666	SH		SOLE		666,666	0	0
REGENCY CTRS CORP	COM	758849103	14,098	218,000	SH		SOLE		218,000	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	36,049	89,221	SH		SOLE		89,221	0	0
REGIONS FINL CORP NEW	COM	7591EP100	47,044	2,563,700	SH		SOLE		2,563,700	0	0
RESMED INC	COM	761152107	20,968	181,791	SH		SOLE		181,791	0	0
RHYTHM PHARMACEUTICALS INC	COM	76243J105	729	25,000	SH		SOLE		25,000	0	0
RITE AID CORP	COM	767754104	7,710	6,023,468	SH		SOLE		6,023,468	0	0
ROBERT HALF INTL INC	COM	770323103	8,516	121,000	SH		SOLE		121,000	0	0
ROCKET PHARMACEUTICALS INC	COM	77313F106	32,006	1,300,000	SH		SOLE		1,300,000	0	0
ROCKWELL AUTOMATION INC	COM	773903109	63,350	337,831	SH		SOLE		337,831	0	0
ROCKWELL COLLINS INC	COM	774341101	286,414	2,038,970	SH		SOLE		2,038,970	0	0
ROLLINS INC	COM	775711104	8,132	134,000	SH		SOLE		134,000	0	0
ROSS STORES INC	COM	778296103	110,469	1,114,725	SH		SOLE		1,114,725	0	0
ROYAL CARIBBEAN CRUISES LTD	COM	V7780T103	28,938	222,700	SH		SOLE		222,700	0	0
ROYAL DUTCH SHELL PLC	SPON ADR B	780259107	3,617	51,000	SH		SOLE		51,000	0	0
ROYAL DUTCH SHELL PLC	SPONS ADR A	780259206	33,067	485,274	SH		SOLE		485,274	0	0
S&P GLOBAL INC	COM	78409V104	54,077	276,766	SH		SOLE		276,766	0	0
SALESFORCE COM INC	COM	79466L302	162,039	1,018,923	SH		SOLE		1,018,923	0	0
SANGAMO THERAPEUTICS INC	COM	800677106	23,730	1,400,000	SH		SOLE		1,400,000	0	0
SANOFI	RIGHT 12/31/2020	80105N113	326	614,455	SH		SOLE		614,455	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	209,963	1,300,000	SH		SOLE		1,300,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	52,976	329,800	SH		SOLE		329,800	0	0
SCANA CORP NEW	COM	80589M102	5,430	139,635	SH		SOLE		139,635	0	0
SCHEIN HENRY INC	COM	806407102	16,870	198,400	SH		SOLE		198,400	0	0
SCHLUMBERGER LTD	COM	806857108	97,366	1,598,267	SH		SOLE		1,598,267	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	66,549	1,354,000	SH		SOLE		1,354,000	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	2,661	33,019	SH		SOLE		33,019	0	0
SEAGATE TECHNOLOGY PLC	SHS	G7945M107	15,687	331,300	SH		SOLE		331,300	0	0
SELECT ENERGY SVCS INC	CL A COM	81617J301	27,707	2,340,118	SH		SOLE		2,340,118	0	0
SEMPRA ENERGY	COM	816851109	40,825	358,900	SH		SOLE		358,900	0	0
SENTINEL ENERGY SVCS INC	COM CL A	G8062D102	14,730	1,500,000	SH		SOLE		1,500,000	0	0
SENTINEL ENERGY SVCS INC	*W EXP 11/02/202	G8062D110	640	500,000	SH		SOLE		500,000	0	0
SERVICENOW INC	COM	81762P102	6,847	35,000	SH		SOLE		35,000	0	0
SHIRE PLC	SPONSORED ADR	82481R106	580,064	3,200,000	SH		SOLE		3,200,000	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	28,710	250,000	SH		SOLE		250,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	70,906	401,163	SH		SOLE		401,163	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	18,881	208,150	SH		SOLE		208,150	0	0
SL GREEN RLTY CORP	COM	78440X101	11,372	116,600	SH		SOLE		116,600	0	0
SMARTSHEET INC	COM CL A	83200N103	1,094	35,000	SH		SOLE		35,000	0	0
SMUCKER J M CO	COM NEW	832696405	14,408	140,416	SH		SOLE		140,416	0	0
SNAP ON INC	COM	833034101	35,268	192,090	SH		SOLE		192,090	0	0
SOLARIS OILFIELD INFRSTR INC	COM CL A	83418M103	18,032	954,559	SH		SOLE		954,559	0	0
SOLID BIOSCIENCES INC	COM	83422E105	6,605	140,000	SH		SOLE		140,000	0	0
SOUTHWEST AIRLS CO	COM	844741108	43,345	694,077	SH		SOLE		694,077	0	0
SOUTHWEST GAS HOLDINGS INC	COM	844895102	57,156	723,218	SH		SOLE		723,218	0	0
SPARTAN ENERGY ACQUISITON CO	UNIT 99/99/9999	846784114	48,233	4,752,000	SH		SOLE		4,752,000	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	1,066	11,630	SH		SOLE		11,630	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	28,933	160,000	SH		SOLE		160,000	0	0
SPRING BK PHARMACEUTICALS IN	COM	849431101	9,038	750,000	SH		SOLE		750,000	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	49,726	875,000	SH		SOLE		875,000	0	0
STANLEY BLACK & DECKER INC	COM	854502101	34,292	234,173	SH		SOLE		234,173	0	0
STARBUCKS CORP	COM	855244109	100,136	1,761,723	SH		SOLE		1,761,723	0	0
STATE STR CORP	COM	857477103	39,980	477,200	SH		SOLE		477,200	0	0
STEMLINE THERAPEUTICS INC	COM	85858C107	11,786	710,014	SH		SOLE		710,014	0	0
STERICYCLE INC	COM	858912108	6,467	110,200	SH		SOLE		110,200	0	0
STRYKER CORP	COM	863667101	51,498	289,837	SH		SOLE		289,837	0	0
SUMMIT MATLS INC	CL A	86614U100	94,090	5,175,462	SH		SOLE		5,175,462	0	0
SUNESIS PHARMACEUTICALS INC	COM PAR	867328700	200	100,000	SH		SOLE		100,000	0	0
SVB FINL GROUP	COM	78486Q101	61,234	197,000	SH		SOLE		197,000	0	0
SVMK INC	COM	78489X103	4,408	275,000	SH		SOLE		275,000	0	0
SYMANTEC CORP	COM	871503108	17,400	817,659	SH		SOLE		817,659	0	0
SYNAPTICS INC	COM	87157D109	8,013	175,650	SH		SOLE		175,650	0	0
SYNCHRONY FINL	COM	87165B103	27,472	883,927	SH		SOLE		883,927	0	0
SYNOPSYS INC	COM	871607107	16,665	169,000	SH		SOLE		169,000	0	0
SYNOVUS FINL CORP	COM NEW	87161C501	2,290	50,000	SH		SOLE		50,000	0	0
SYSCO CORP	COM	871829107	45,197	617,024	SH		SOLE		617,024	0	0
T MOBILE US INC	COM	872590104	38,599	550,000	SH		SOLE		550,000	0	0
T2 BIOSYSTEMS INC	COM	89853L104	1,490	200,000	SH		SOLE		200,000	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	37,188	269,499	SH		SOLE		269,499	0	0
TAPESTRY INC	COM	876030107	17,325	344,642	SH		SOLE		344,642	0	0
TARGA RES CORP	COM	87612G101	39,417	700,000	SH		SOLE		700,000	0	0
TARGET CORP	COM	87612E106	57,282	649,381	SH		SOLE		649,381	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	37,365	424,945	SH		SOLE		424,945	0	0
TECHNIPFMC PLC	COM	G87110105	17,534	561,100	SH		SOLE		561,100	0	0
TENABLE HLDGS INC	COM	88025T102	972	25,000	SH		SOLE		25,000	0	0
TENARIS S A	SPONSORED ADR	88031M109	5,028	150,000	SH		SOLE		150,000	0	0
TEXAS INSTRS INC	COM	882508104	159,577	1,487,344	SH		SOLE		1,487,344	0	0
TEXTRON INC	COM	883203101	99,753	1,395,738	SH		SOLE		1,395,738	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	126,675	518,991	SH		SOLE		518,991	0	0
TIFFANY & CO NEW	COM	886547108	139,736	1,083,480	SH		SOLE		1,083,480	0	0
TIMKEN CO	COM	887389104	36,456	731,304	SH		SOLE		731,304	0	0
TJX COS INC NEW	COM	872540109	112,378	1,003,197	SH		SOLE		1,003,197	0	0
TOPBUILD CORP	COM	89055F103	42,615	750,000	SH		SOLE		750,000	0	0
TORCHMARK CORP	COM	891027104	6,887	79,439	SH		SOLE		79,439	0	0
TOTAL S A	SPONSORED ADR	89151E109	11,268	175,000	SH		SOLE		175,000	0	0
TOTAL SYS SVCS INC	COM	891906109	6,028	61,051	SH		SOLE		61,051	0	0
TOYOTA MOTOR CORP	SP ADR REP2COM	892331307	47,674	383,383	SH		SOLE		383,383	0	0
TRANSDIGM GROUP INC	COM	893641100	25,853	69,441	SH		SOLE		69,441	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	20,228	1,450,000	SH		SOLE		1,450,000	0	0
TRANSUNION	COM	89400J107	29,432	400,000	SH		SOLE		400,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	5,784	44,594	SH		SOLE		44,594	0	0
TRIBUNE MEDIA CO	CL A	896047503	40,589	1,056,187	SH		SOLE		1,056,187	0	0
TRICIDA INC	COM	89610F101	14,053	460,000	SH		SOLE		460,000	0	0
TRIPADVISOR INC	COM	896945201	6,930	135,700	SH		SOLE		135,700	0	0
TWENTY FIRST CENTY FOX INC	CL A	90130A101	193,169	4,169,407	SH		SOLE		4,169,407	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	53,544	1,168,583	SH		SOLE		1,168,583	0	0
TWITTER INC	COM	90184L102	26,357	926,100	SH		SOLE		926,100	0	0
TYSON FOODS INC	CL A	902494103	22,809	383,155	SH		SOLE		383,155	0	0
U S SILICA HLDGS INC	COM	90346E103	6,356	337,546	SH		SOLE		337,546	0	0
UDR INC	COM	902653104	13,718	339,300	SH		SOLE		339,300	0	0
ULTA BEAUTY INC	COM	90384S303	16,881	59,836	SH		SOLE		59,836	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	3,395	44,476	SH		SOLE		44,476	0	0
UNDER ARMOUR INC	CL A	904311107	125,333	5,906,373	SH		SOLE		5,906,373	0	0
UNDER ARMOUR INC	CL C	904311206	4,578	235,261	SH		SOLE		235,261	0	0
UNION PAC CORP	COM	907818108	156,645	962,014	SH		SOLE		962,014	0	0
UNIQURE NV	SHS	N90064101	12,152	333,948	SH		SOLE		333,948	0	0
UNITED CONTL HLDGS INC	COM	910047109	28,993	325,550	SH		SOLE		325,550	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	84,002	719,500	SH		SOLE		719,500	0	0
UNITED RENTALS INC	COM	911363109	17,698	108,179	SH		SOLE		108,179	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	57,245	409,446	SH		SOLE		409,446	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	332,383	1,249,373	SH		SOLE		1,249,373	0	0
UNITIL CORP	COM	913259107	20,869	410,000	SH		SOLE		410,000	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	14,415	112,759	SH		SOLE		112,759	0	0
UNUM GROUP	COM	91529Y106	11,142	285,169	SH		SOLE		285,169	0	0
UROVANT SCIENCES LTD	SHS	G9381B108	14,580	1,215,000	SH		SOLE		1,215,000	0	0
US BANCORP DEL	COM NEW	902973304	108,197	2,048,800	SH		SOLE		2,048,800	0	0
V F CORP	COM	918204108	28,868	308,917	SH		SOLE		308,917	0	0
VALVOLINE INC	COM	92047W101	86,160	4,005,560	SH		SOLE		4,005,560	0	0
VANDA PHARMACEUTICALS INC	COM	921659108	34,425	1,500,000	SH		SOLE		1,500,000	0	0
VANECK VECTORS ETF TR	JR GOLD MINERS E	92189F791	10,944	400,000	SH		SOLE		400,000	0	0
VANTAGE ENERGY ACQUISITION	COM CL A	92211L105	47,405	4,750,000	SH		SOLE		4,750,000	0	0
VANTAGE ENERGY ACQUISITION	*W EXP 04/12/202	92211L113	2,137	1,583,333	SH		SOLE		1,583,333	0	0
VENTAS INC	COM	92276F100	24,640	453,100	SH		SOLE		453,100	0	0
VERACYTE INC	COM	92337F107	1,194	125,000	SH		SOLE		125,000	0	0
VERISIGN INC	COM	92343E102	22,127	138,190	SH		SOLE		138,190	0	0
VERISK ANALYTICS INC	COM	92345Y106	22,856	189,600	SH		SOLE		189,600	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	286,765	5,371,139	SH		SOLE		5,371,139	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	76,327	396,012	SH		SOLE		396,012	0	0
VIEWRAY INC	COM	92672L107	4,175	446,000	SH		SOLE		446,000	0	0
VISA INC	COM CL A	92826C839	391,020	2,605,240	SH		SOLE		2,605,240	0	0
VISTRA ENERGY CORP	COM	92840M102	111,960	4,500,000	SH		SOLE		4,500,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	16,334	223,759	SH		SOLE		223,759	0	0
VOYAGER THERAPEUTICS INC	COM	92915B106	7,095	375,000	SH		SOLE		375,000	0	0
VULCAN MATLS CO	COM	929160109	62,089	558,358	SH		SOLE		558,358	0	0
WABTEC CORP	COM	929740108	62,928	600,000	SH		SOLE		600,000	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	78,148	1,071,987	SH		SOLE		1,071,987	0	0
WALMART INC	COM	931142103	402,535	4,286,392	SH		SOLE		4,286,392	0	0
WASTE MGMT INC DEL	COM	94106L109	207,251	2,293,616	SH		SOLE		2,293,616	0	0
WAYFAIR INC	CL A	94419L101	151,362	1,025,000	SH		SOLE		1,025,000	0	0
WELLCARE HEALTH PLANS INC	COM	94946T106	21,281	66,400	SH		SOLE		66,400	0	0
WELLS FARGO CO NEW	COM	949746101	295,138	5,615,252	SH		SOLE		5,615,252	0	0
WELLTOWER INC	COM	95040Q104	30,797	478,806	SH		SOLE		478,806	0	0
WEST PHARMACEUTICAL SVSC INC	COM	955306105	18,521	150,000	SH		SOLE		150,000	0	0
WESTERN ALLIANCE BANCORP	COM	957638109	35,528	624,500	SH		SOLE		624,500	0	0
WESTERN DIGITAL CORP	COM	958102105	21,849	373,237	SH		SOLE		373,237	0	0
WESTERN UN CO	COM	959802109	1,519	79,717	SH		SOLE		79,717	0	0
WESTROCK CO	COM	96145D105	17,651	330,289	SH		SOLE		330,289	0	0
WEYERHAEUSER CO	COM	962166104	31,783	984,900	SH		SOLE		984,900	0	0
WHIRLPOOL CORP	COM	963320106	9,907	83,430	SH		SOLE		83,430	0	0
WILLIAMS COS INC DEL	COM	969457100	88,034	3,237,752	SH		SOLE		3,237,752	0	0
WILLIS TOWERS WATSON PUB LTD	SHS	G96629103	41,405	293,775	SH		SOLE		293,775	0	0
WOODWARD INC	COM	980745103	3,099	38,331	SH		SOLE		38,331	0	0
WORLDPAY INC	CL A	981558109	72,509	716,000	SH		SOLE		716,000	0	0
WPX ENERGY INC	COM	98212B103	85,510	4,250,000	SH		SOLE		4,250,000	0	0
WRIGHT MED GROUP N V	ORD SHS 0.03 PAR	N96617118	5,079	175,000	SH		SOLE		175,000	0	0
WYNN RESORTS LTD	COM	983134107	15,717	123,700	SH		SOLE		123,700	0	0
XCEL ENERGY INC	COM	98389B100	30,941	655,400	SH		SOLE		655,400	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	15,840	1,200,000	SH		SOLE		1,200,000	0	0
XEROX CORP	COM NEW	984121608	7,536	279,300	SH		SOLE		279,300	0	0
XILINX INC	COM	983919101	35,027	436,910	SH		SOLE		436,910	0	0
YAMANA GOLD INC	COM	98462Y100	2,490	1,000,000	SH		SOLE		1,000,000	0	0
YUM BRANDS INC	COM	988498101	40,032	440,349	SH		SOLE		440,349	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	34,514	262,523	SH		SOLE		262,523	0	0
ZIONS BANCORPORATION	COM	989701107	12,720	253,648	SH		SOLE		253,648	0	0
ZOETIS INC	CL A	98978V103	32,144	351,074	SH		SOLE		351,074	0	0
ZOGENIX INC	COM NEW	98978L204	9,920	200,000	SH		SOLE		200,000	0	0
ZOSANO PHARMA CORP	COM NEW	98979H202	4,090	1,000,000	SH		SOLE		1,000,000	0	0