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
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
3M CO	COM	88579Y101	107,805	565,789	SH		SOLE		565,789	0	0
ABBOTT LABS	COM	002824100	187,423	2,591,222	SH		SOLE		2,591,222	0	0
ABBVIE INC	COM	00287Y109	35,858	388,962	SH		SOLE		388,962	0	0
ABEONA THERAPEUTICS INC	COM	00289Y107	18,564	2,600,000	SH		SOLE		2,600,000	0	0
ABIOMED INC	COM	003654100	18,207	56,016	SH		SOLE		56,016	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	112,836	800,200	SH		SOLE		800,200	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	11,575	248,546	SH		SOLE		248,546	0	0
ACUITY BRANDS INC	COM	00508Y102	80,773	702,676	SH		SOLE		702,676	0	0
ADOBE INC	COM	00724F101	146,632	648,128	SH		SOLE		648,128	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	79,315	503,715	SH		SOLE		503,715	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	17,931	971,323	SH		SOLE		971,323	0	0
ADVAXIS INC	COM NEW	007624208	475	2,500,000	SH		SOLE		2,500,000	0	0
ADVERUM BIOTECHNOLOGIES INC	COM	00773U108	9,450	3,000,000	SH		SOLE		3,000,000	0	0
AEGLEA BIOTHERAPEUTICS INC	COM	00773J103	10,925	1,458,591	SH		SOLE		1,458,591	0	0
AERCAP HOLDINGS NV	SHS	N00985106	5,775	145,843	SH		SOLE		145,843	0	0
AERIE PHARMACEUTICALS INC	COM	00771V108	113,585	3,146,411	SH		SOLE		3,146,411	0	0
AES CORP	COM	00130H105	11,780	814,633	SH		SOLE		814,633	0	0
AEVI GENOMIC MEDICINE INC	COM	00835P105	3,850	5,500,000	SH		SOLE		5,500,000	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	6,326	64,925	SH		SOLE		64,925	0	0
AFLAC INC	COM	001055102	32,260	708,074	SH		SOLE		708,074	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	46,192	684,738	SH		SOLE		684,738	0	0
AIMMUNE THERAPEUTICS INC	COM	00900T107	9,568	400,000	SH		SOLE		400,000	0	0
AIR PRODS & CHEMS INC	COM	009158106	43,499	271,781	SH		SOLE		271,781	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	12,247	200,500	SH		SOLE		200,500	0	0
ALASKA AIR GROUP INC	COM	011659109	14,718	241,875	SH		SOLE		241,875	0	0
ALCOA CORP	COM	013872106	28,786	1,083,009	SH		SOLE		1,083,009	0	0
ALDEYRA THERAPEUTICS INC	COM	01438T106	4,524	545,000	SH		SOLE		545,000	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	15,143	131,400	SH		SOLE		131,400	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	13,539	139,062	SH		SOLE		139,062	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	27,414	200,000	SH		SOLE		200,000	0	0
ALIGN TECHNOLOGY INC	COM	016255101	18,932	90,400	SH		SOLE		90,400	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	1,003	46,070	SH		SOLE		46,070	0	0
ALLENA PHARMACEUTICALS INC	COM	018119107	1,872	343,574	SH		SOLE		343,574	0	0
ALLERGAN PLC	SHS	G0177J108	47,941	358,679	SH		SOLE		358,679	0	0
ALLIANCE DATA SYSTEMS CORP	COM	018581108	4,980	33,183	SH		SOLE		33,183	0	0
ALLOGENE THERAPEUTICS INC	COM	019770106	3,528	131,000	SH		SOLE		131,000	0	0
ALLSTATE CORP	COM	020002101	35,309	427,313	SH		SOLE		427,313	0	0
ALLY FINL INC	COM	02005N100	34,896	1,540,000	SH		SOLE		1,540,000	0	0
ALPHABET INC	CAP STK CL C	02079K107	397,323	383,661	SH		SOLE		383,661	0	0
ALPHABET INC	CAP STK CL A	02079K305	378,076	361,809	SH		SOLE		361,809	0	0
ALTA MESA RES INC	*W EXP 03/28/202	02133L117	5	66,666	SH		SOLE		66,666	0	0
ALTERYX INC	COM CL A	02156B103	2,974	50,000	SH		SOLE		50,000	0	0
ALTICE USA INC	CL A	02156K103	18,172	1,100,000	SH		SOLE		1,100,000	0	0
ALTRIA GROUP INC	COM	02209S103	115,391	2,336,332	SH		SOLE		2,336,332	0	0
AMALGAMATED BK NEW YORK N Y	CLASS A	022663108	7,478	383,512	SH		SOLE		383,512	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	26,880	1,975,000	SH		SOLE		1,975,000	0	0
AMAZON COM INC	COM	023135106	855,647	569,683	SH		SOLE		569,683	0	0
AMBARELLA INC	SHS	G037AX101	7,871	225,000	SH		SOLE		225,000	0	0
AMCI ACQUISITION CORP	UNIT 01/07/2019	00165R200	17,910	1,800,000	SH		SOLE		1,800,000	0	0
AMEREN CORP	COM	023608102	19,582	300,200	SH		SOLE		300,200	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	18,315	570,392	SH		SOLE		570,392	0	0
AMERICAN ELEC PWR INC	COM	025537101	45,934	614,580	SH		SOLE		614,580	0	0
AMERICAN EXPRESS CO	COM	025816109	18,592	195,050	SH		SOLE		195,050	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	43,750	1,110,121	SH		SOLE		1,110,121	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	29,473	186,317	SH		SOLE		186,317	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	20,300	223,641	SH		SOLE		223,641	0	0
AMERIPRISE FINL INC	COM	03076C106	33,280	318,868	SH		SOLE		318,868	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	13,154	176,800	SH		SOLE		176,800	0	0
AMETEK INC NEW	COM	031100100	15,596	230,376	SH		SOLE		230,376	0	0
AMGEN INC	COM	031162100	80,409	413,055	SH		SOLE		413,055	0	0
AMPHENOL CORP NEW	CL A	032095101	7,805	96,336	SH		SOLE		96,336	0	0
ANADARKO PETE CORP	COM	032511107	349,359	7,968,965	SH		SOLE		7,968,965	0	0
ANALOG DEVICES INC	COM	032654105	34,187	398,307	SH		SOLE		398,307	0	0
ANAPLAN INC	COM	03272L108	2,389	90,000	SH		SOLE		90,000	0	0
ANAPTYSBIO INC	COM	032724106	146,398	2,295,000	SH		SOLE		2,295,000	0	0
ANSYS INC	COM	03662Q105	14,909	104,300	SH		SOLE		104,300	0	0
ANTHEM INC	COM	036752103	84,381	321,293	SH		SOLE		321,293	0	0
AON PLC	SHS CL A	G0408V102	75,378	518,563	SH		SOLE		518,563	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	8,342	190,098	SH		SOLE		190,098	0	0
APELLIS PHARMACEUTICALS INC	COM	03753U106	6,595	500,000	SH		SOLE		500,000	0	0
APPLE INC	COM	037833100	834,564	5,290,756	SH		SOLE		5,290,756	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	31,321	580,664	SH		SOLE		580,664	0	0
APPLIED MATLS INC	COM	038222105	37,282	1,138,732	SH		SOLE		1,138,732	0	0
APTINYX INC	COM	03836N103	6,037	365,018	SH		SOLE		365,018	0	0
APTIV PLC	SHS	G6095L109	10,879	176,700	SH		SOLE		176,700	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	16,212	395,692	SH		SOLE		395,692	0	0
ARCO PLATFORM LTD	COM CL A	G04553106	553	25,000	SH		SOLE		25,000	0	0
ARCONIC INC	COM	03965L100	9,071	538,000	SH		SOLE		538,000	0	0
ARDELYX INC	COM	039697107	7,160	4,000,000	SH		SOLE		4,000,000	0	0
ARENA PHARMACEUTICALS INC	COM NEW	040047607	7,401	190,000	SH		SOLE		190,000	0	0
ARISTA NETWORKS INC	COM	040413106	12,368	58,700	SH		SOLE		58,700	0	0
ARMSTRONG WORLD INDS INC NEW	COM	04247X102	11,642	200,000	SH		SOLE		200,000	0	0
ARRIS INTL INC	SHS	G0551A103	21,399	700,000	SH		SOLE		700,000	0	0
ARROW ELECTRS INC	COM	042735100	12,947	187,769	SH		SOLE		187,769	0	0
ARROWHEAD PHARMACEUTICALS IN	COM	04280A100	17,078	1,375,000	SH		SOLE		1,375,000	0	0
ARYA SCIENCES ACQUISITION CO	SHS CL A	G3165V109	12,250	1,250,000	SH		SOLE		1,250,000	0	0
ARYA SCIENCES ACQUISITION CO	*W EXP 10/10/202	G3165V125	1,000	625,000	SH		SOLE		625,000	0	0
ASCENDIS PHARMA A S	SPONSORED ADR	04351P101	20,361	325,000	SH		SOLE		325,000	0	0
ASSEMBLY BIOSCIENCES INC	COM	045396108	1,697	75,000	SH		SOLE		75,000	0	0
ASSURANT INC	COM	04621X108	40,180	449,240	SH		SOLE		449,240	0	0
ASTEC INDS INC	COM	046224101	12,076	400,000	SH		SOLE		400,000	0	0
ASTRAZENECA PLC	SPONSORED ADR	046353108	18,990	500,000	SH		SOLE		500,000	0	0
AT&T INC	COM	00206R102	255,128	8,939,309	SH		SOLE		8,939,309	0	0
ATHENE HLDG LTD	CL A	G0684D107	35,568	893,000	SH		SOLE		893,000	0	0
ATLANTICA YIELD PLC	SHS	G0751N103	8,225	419,624	SH		SOLE		419,624	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	2,650	62,805	SH		SOLE		62,805	0	0
ATLASSIAN CORP PLC	CL A	G06242104	4,449	50,000	SH		SOLE		50,000	0	0
ATMOS ENERGY CORP	COM	049560105	18,774	202,485	SH		SOLE		202,485	0	0
AUTODESK INC	COM	052769106	34,672	269,589	SH		SOLE		269,589	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	84,104	641,424	SH		SOLE		641,424	0	0
AVALONBAY CMNTYS INC	COM	053484101	29,498	169,482	SH		SOLE		169,482	0	0
AVERY DENNISON CORP	COM	053611109	87,238	971,144	SH		SOLE		971,144	0	0
AVIS BUDGET GROUP	COM	053774105	9,301	413,745	SH		SOLE		413,745	0	0
AXALTA COATING SYS LTD	COM	G0750C108	19,556	834,998	SH		SOLE		834,998	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	996	1,000,000	SH		SOLE		1,000,000	0	0
BAKER HUGHES A GE CO	CL A	05722G100	10,922	508,002	SH		SOLE		508,002	0	0
BANK AMER CORP	COM	060505104	339,142	13,763,886	SH		SOLE		13,763,886	0	0
BANK NEW YORK MELLON CORP	COM	064058100	11,278	239,600	SH		SOLE		239,600	0	0
BARRICK GOLD CORP	COM	067901108	115,998	8,567,062	SH		SOLE		8,567,062	0	0
BAXTER INTL INC	COM	071813109	29,628	450,137	SH		SOLE		450,137	0	0
BEACON ROOFING SUPPLY INC	COM	073685109	92,780	2,924,956	SH		SOLE		2,924,956	0	0
BECTON DICKINSON & CO	COM	075887109	59,959	266,107	SH		SOLE		266,107	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	468,648	2,295,269	SH		SOLE		2,295,269	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	133,084	2,800,000	SH		SOLE		2,800,000	0	0
BERRY PETE CORP	COM	08579X101	2,425	277,100	SH		SOLE		277,100	0	0
BEST BUY INC	COM	086516101	15,369	290,200	SH		SOLE		290,200	0	0
BIOGEN INC	COM	09062X103	74,418	247,302	SH		SOLE		247,302	0	0
BIOHAVEN PHARMACTL HLDG CO L	COM	G11196105	18,490	500,000	SH		SOLE		500,000	0	0
BLACK HILLS CORP	COM	092113109	15,695	250,000	SH		SOLE		250,000	0	0
BLACKROCK INC	COM	09247X101	60,486	153,980	SH		SOLE		153,980	0	0
BLOCK H & R INC	COM	093671105	6,462	254,700	SH		SOLE		254,700	0	0
BLUELINX HLDGS INC	COM NEW	09624H208	21,021	850,704	SH		SOLE		850,704	0	0
BOEING CO	COM	097023105	280,388	869,419	SH		SOLE		869,419	0	0
BOOKING HLDGS INC	COM	09857L108	99,211	57,600	SH		SOLE		57,600	0	0
BOSTON PROPERTIES INC	COM	101121101	21,593	191,856	SH		SOLE		191,856	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	113,498	3,211,601	SH		SOLE		3,211,601	0	0
BP PLC	SPONSORED ADR	055622104	11,376	300,000	SH		SOLE		300,000	0	0
BRASKEM S A	SP ADR PFD A	105532105	84,869	3,469,703	SH		SOLE		3,469,703	0	0
BRF SA	SPONSORED ADR	10552T107	2,840	500,000	SH		SOLE		500,000	0	0
BRIGHTHOUSE FINL INC	COM	10922N103	4,498	147,572	SH		SOLE		147,572	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	92,817	1,785,625	SH		SOLE		1,785,625	0	0
BROADCOM INC	COM	11135F101	143,217	563,226	SH		SOLE		563,226	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	6,622	68,800	SH		SOLE		68,800	0	0
BROWN FORMAN CORP	CL B	115637209	9,427	198,132	SH		SOLE		198,132	0	0
BRUNSWICK CORP	COM	117043109	92,655	1,994,716	SH		SOLE		1,994,716	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	13,462	1,233,908	SH		SOLE		1,233,908	0	0
BUNGE LIMITED	COM	G16962105	103,616	1,938,918	SH		SOLE		1,938,918	0	0
BURLINGTON STORES INC	COM	122017106	279,419	1,717,704	SH		SOLE		1,717,704	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	14,051	167,100	SH		SOLE		167,100	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	59,769	626,840	SH		SOLE		626,840	0	0
CACI INTL INC	CL A	127190304	39,961	277,446	SH		SOLE		277,446	0	0
CACTUS INC	CL A	127203107	11,238	410,000	SH		SOLE		410,000	0	0
CALITHERA BIOSCIENCES INC	COM	13089P101	2,807	700,000	SH		SOLE		700,000	0	0
CALLON PETE CO DEL	COM	13123X102	17,078	2,631,356	SH		SOLE		2,631,356	0	0
CAMECO CORP	COM	13321L108	107,720	9,490,722	SH		SOLE		9,490,722	0	0
CAMPBELL SOUP CO	COM	134429109	7,602	230,446	SH		SOLE		230,446	0	0
CAPITAL ONE FINL CORP	COM	14040H105	69,882	924,482	SH		SOLE		924,482	0	0
CARDINAL HEALTH INC	COM	14149Y108	13,264	297,400	SH		SOLE		297,400	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	24,566	498,300	SH		SOLE		498,300	0	0
CATERPILLAR INC DEL	COM	149123101	244,631	1,925,170	SH		SOLE		1,925,170	0	0
CATHAY GEN BANCORP	COM	149150104	10,126	302,000	SH		SOLE		302,000	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	13,471	137,700	SH		SOLE		137,700	0	0
CBRE GROUP INC	CL A	12504L109	15,648	390,800	SH		SOLE		390,800	0	0
CELGENE CORP	COM	151020104	53,172	829,651	SH		SOLE		829,651	0	0
CELLECTIS S A	SPONSORED ADS	15117K103	9,990	600,000	SH		SOLE		600,000	0	0
CENOVUS ENERGY INC	COM	15135U109	176	25,000	SH		SOLE		25,000	0	0
CENTENE CORP DEL	COM	15135B101	29,296	254,086	SH		SOLE		254,086	0	0
CENTERPOINT ENERGY INC	COM	15189T107	127,978	4,533,400	SH		SOLE		4,533,400	0	0
CENTURYLINK INC	COM	156700106	17,844	1,177,809	SH		SOLE		1,177,809	0	0
CERNER CORP	COM	156782104	21,286	405,920	SH		SOLE		405,920	0	0
CHARTER COMMUNICATIONS INC N	CL A	16119P108	27,848	97,724	SH		SOLE		97,724	0	0
CHEMOURS CO	COM	163851108	82,272	2,915,378	SH		SOLE		2,915,378	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	72,613	1,226,786	SH		SOLE		1,226,786	0	0
CHEVRON CORP NEW	COM	166764100	212,838	1,956,414	SH		SOLE		1,956,414	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	12,860	29,783	SH		SOLE		29,783	0	0
CHUBB LIMITED	COM	H1467J104	99,265	768,424	SH		SOLE		768,424	0	0
CHURCH & DWIGHT INC	COM	171340102	20,134	306,174	SH		SOLE		306,174	0	0
CIGNA CORP NEW	COM	125523100	89,718	472,398	SH		SOLE		472,398	0	0
CIMAREX ENERGY CO	COM	171798101	74,933	1,215,464	SH		SOLE		1,215,464	0	0
CINTAS CORP	COM	172908105	17,622	104,900	SH		SOLE		104,900	0	0
CISCO SYS INC	COM	17275R102	241,873	5,582,121	SH		SOLE		5,582,121	0	0
CITIGROUP INC	COM NEW	172967424	151,687	2,913,688	SH		SOLE		2,913,688	0	0
CITIZENS FINL GROUP INC	COM	174610105	79,575	2,676,600	SH		SOLE		2,676,600	0	0
CITRIX SYS INC	COM	177376100	16,291	159,000	SH		SOLE		159,000	0	0
CLOROX CO DEL	COM	189054109	24,362	158,053	SH		SOLE		158,053	0	0
CME GROUP INC	COM CL A	12572Q105	83,926	446,131	SH		SOLE		446,131	0	0
COCA COLA CO	COM	191216100	220,390	4,654,482	SH		SOLE		4,654,482	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	32,070	505,200	SH		SOLE		505,200	0	0
COHERUS BIOSCIENCES INC	COM	19249H103	6,335	700,000	SH		SOLE		700,000	0	0
COLFAX CORP	COM	194014106	24,018	1,149,163	SH		SOLE		1,149,163	0	0
COLGATE PALMOLIVE CO	COM	194162103	64,194	1,078,520	SH		SOLE		1,078,520	0	0
COMCAST CORP NEW	CL A	20030N101	248,116	7,286,812	SH		SOLE		7,286,812	0	0
COMERICA INC	COM	200340107	31,353	456,446	SH		SOLE		456,446	0	0
COMTECH TELECOMMUNICATIONS C	COM NEW	205826209	450	18,499	SH		SOLE		18,499	0	0
CONAGRA BRANDS INC	COM	205887102	12,934	605,545	SH		SOLE		605,545	0	0
CONCHO RES INC	COM	20605P101	15,336	149,200	SH		SOLE		149,200	0	0
CONSOLIDATED EDISON INC	COM	209115104	29,472	385,461	SH		SOLE		385,461	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	33,413	207,767	SH		SOLE		207,767	0	0
CONSTELLIUM NV	CL A	N22035104	11,789	1,686,510	SH		SOLE		1,686,510	0	0
CONTRAFECT CORP	COM	212326102	4,590	3,000,000	SH		SOLE		3,000,000	0	0
COOPER COS INC	COM NEW	216648402	15,599	61,294	SH		SOLE		61,294	0	0
COPART INC	COM	217204106	12,114	253,530	SH		SOLE		253,530	0	0
CORNING INC	COM	219350105	30,014	993,521	SH		SOLE		993,521	0	0
COSTCO WHSL CORP NEW	COM	22160K105	109,136	535,744	SH		SOLE		535,744	0	0
COTY INC	COM CL A	222070203	3,682	561,244	SH		SOLE		561,244	0	0
CRINETICS PHARMACEUTICALS IN	COM	22663K107	8,697	290,000	SH		SOLE		290,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	55,846	514,094	SH		SOLE		514,094	0	0
CROWN HOLDINGS INC	COM	228368106	126,426	3,041,268	SH		SOLE		3,041,268	0	0
CSX CORP	COM	126408103	61,786	994,468	SH		SOLE		994,468	0	0
CUBIC CORP	COM	229669106	754	14,036	SH		SOLE		14,036	0	0
CUMMINS INC	COM	231021106	25,258	189,004	SH		SOLE		189,004	0	0
CVS HEALTH CORP	COM	126650100	106,128	1,619,774	SH		SOLE		1,619,774	0	0
CYMABAY THERAPEUTICS INC	COM	23257D103	17,000	2,160,150	SH		SOLE		2,160,150	0	0
D R HORTON INC	COM	23331A109	14,467	417,400	SH		SOLE		417,400	0	0
DANAHER CORP DEL	COM	235851102	78,592	762,140	SH		SOLE		762,140	0	0
DARDEN RESTAURANTS INC	COM	237194105	14,096	141,159	SH		SOLE		141,159	0	0
DAVITA INC	COM	23918K108	5,540	107,650	SH		SOLE		107,650	0	0
DEERE & CO	COM	244199105	201,771	1,352,624	SH		SOLE		1,352,624	0	0
DELL TECHNOLOGIES INC	CL C	24703L202	5,797	118,624	SH		SOLE		118,624	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	41,514	831,952	SH		SOLE		831,952	0	0
DENTSPLY SIRONA INC	COM	24906P109	21,608	580,700	SH		SOLE		580,700	0	0
DERMIRA INC	COM	24983L104	14,292	1,987,700	SH		SOLE		1,987,700	0	0
DEVON ENERGY CORP NEW	COM	25179M103	12,467	553,100	SH		SOLE		553,100	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	26,421	285,020	SH		SOLE		285,020	0	0
DICERNA PHARMACEUTICALS INC	COM	253031108	32,605	3,050,000	SH		SOLE		3,050,000	0	0
DIGITAL RLTY TR INC	COM	253868103	26,904	252,500	SH		SOLE		252,500	0	0
DISCOVER FINL SVCS	COM	254709108	28,632	485,458	SH		SOLE		485,458	0	0
DISCOVERY INC	COM SER A	25470F104	4,750	191,984	SH		SOLE		191,984	0	0
DISCOVERY INC	COM SER C	25470F302	10,280	445,390	SH		SOLE		445,390	0	0
DISH NETWORK CORP	CL A	25470M109	7,026	281,368	SH		SOLE		281,368	0	0
DISNEY WALT CO	COM DISNEY	254687106	269,554	2,458,317	SH		SOLE		2,458,317	0	0
DOLLAR GEN CORP NEW	COM	256677105	35,405	327,577	SH		SOLE		327,577	0	0
DOLLAR TREE INC	COM	256746108	26,470	293,073	SH		SOLE		293,073	0	0
DOMINION ENERGY INC	COM	25746U109	57,899	810,227	SH		SOLE		810,227	0	0
DOVER CORP	COM	260003108	12,864	181,304	SH		SOLE		181,304	0	0
DOWDUPONT INC	COM	26078J100	168,995	3,159,962	SH		SOLE		3,159,962	0	0
DUKE REALTY CORP	COM NEW	264411505	11,285	435,700	SH		SOLE		435,700	0	0
DXC TECHNOLOGY CO	COM	23355L106	15,817	297,476	SH		SOLE		297,476	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	16,518	376,441	SH		SOLE		376,441	0	0
EAGLE MATERIALS INC	COM	26969P108	140,450	2,301,326	SH		SOLE		2,301,326	0	0
EAST WEST BANCORP INC	COM	27579R104	28,207	648,000	SH		SOLE		648,000	0	0
EBAY INC	COM	278642103	31,683	1,128,700	SH		SOLE		1,128,700	0	0
ECOLAB INC	COM	278865100	5,477	37,169	SH		SOLE		37,169	0	0
EDISON INTL	COM	281020107	23,076	406,484	SH		SOLE		406,484	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	31,272	204,168	SH		SOLE		204,168	0	0
EIGER BIOPHARMACEUTICALS INC	COM	28249U105	18,034	1,775,000	SH		SOLE		1,775,000	0	0
ELASTIC N V	ORD SHS	N14506104	2,859	40,000	SH		SOLE		40,000	0	0
ELECTRONIC ARTS INC	COM	285512109	1,097	13,900	SH		SOLE		13,900	0	0
EMBRAER S A	SP ADR REP 4 COM	29082A107	13,930	629,466	SH		SOLE		629,466	0	0
EMCOR GROUP INC	COM	29084Q100	29,564	495,291	SH		SOLE		495,291	0	0
EMERSON ELEC CO	COM	291011104	52,952	886,221	SH		SOLE		886,221	0	0
ENCANA CORP	COM	292505104	13,653	2,362,100	SH		SOLE		2,362,100	0	0
ENGILITY HLDGS INC NEW	COM	29286C107	1,066	37,463	SH		SOLE		37,463	0	0
ENTERGY CORP NEW	COM	29364G103	139,674	1,622,800	SH		SOLE		1,622,800	0	0
EOG RES INC	COM	26875P101	32,276	370,100	SH		SOLE		370,100	0	0
EPAM SYS INC	COM	29414B104	4,640	40,000	SH		SOLE		40,000	0	0
EQT CORP	COM	26884L109	14,639	774,940	SH		SOLE		774,940	0	0
EQUIFAX INC	COM	294429105	81,906	879,484	SH		SOLE		879,484	0	0
EQUINIX INC	COM PAR $0.001	29444U700	34,800	98,706	SH		SOLE		98,706	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	30,123	456,333	SH		SOLE		456,333	0	0
ESSEX PPTY TR INC	COM	297178105	19,862	81,000	SH		SOLE		81,000	0	0
EVERGY INC	COM	30034W106	19,215	338,470	SH		SOLE		338,470	0	0
EVERQUOTE INC	COM CL A	30041R108	1,463	350,000	SH		SOLE		350,000	0	0
EVERSOURCE ENERGY	COM	30040W108	63,580	977,556	SH		SOLE		977,556	0	0
EVO PMTS INC	CL A COM	26927E104	11,434	463,481	SH		SOLE		463,481	0	0
EXACT SCIENCES CORP	COM	30063P105	7,004	111,000	SH		SOLE		111,000	0	0
EXELON CORP	COM	30161N101	96,464	2,138,900	SH		SOLE		2,138,900	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	16,841	149,500	SH		SOLE		149,500	0	0
EXPEDITORS INTL WASH INC	COM	302130109	14,612	214,600	SH		SOLE		214,600	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	13,997	154,700	SH		SOLE		154,700	0	0
EXXON MOBIL CORP	COM	30231G102	113,079	1,658,292	SH		SOLE		1,658,292	0	0
F5 NETWORKS INC	COM	315616102	11,958	73,800	SH		SOLE		73,800	0	0
FACEBOOK INC	CL A	30303M102	381,647	2,911,335	SH		SOLE		2,911,335	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	10,388	88,000	SH		SOLE		88,000	0	0
FEDEX CORP	COM	31428X106	48,674	301,704	SH		SOLE		301,704	0	0
FERROGLOBE PLC	SHS	G33856108	21,213	13,341,392	SH		SOLE		13,341,392	0	0
FIBROGEN INC	COM	31572Q808	50,908	1,100,000	SH		SOLE		1,100,000	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	63,742	621,567	SH		SOLE		621,567	0	0
FIFTH THIRD BANCORP	COM	316773100	13,887	590,200	SH		SOLE		590,200	0	0
FIRST DATA CORP NEW	COM CL A	32008D106	29,085	1,720,000	SH		SOLE		1,720,000	0	0
FIRST HAWAIIAN INC	COM	32051X108	4,052	180,000	SH		SOLE		180,000	0	0
FIRST HORIZON NATL CORP	COM	320517105	4,145	315,000	SH		SOLE		315,000	0	0
FIRSTENERGY CORP	COM	337932107	109,804	2,924,200	SH		SOLE		2,924,200	0	0
FISERV INC	COM	337738108	56,669	771,110	SH		SOLE		771,110	0	0
FIVE PRIME THERAPEUTICS INC	COM	33830X104	8,370	900,000	SH		SOLE		900,000	0	0
FLEETCOR TECHNOLOGIES INC	COM	339041105	13,762	74,100	SH		SOLE		74,100	0	0
FLUOR CORP NEW	COM	343412102	5,445	169,092	SH		SOLE		169,092	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	37,228	4,866,400	SH		SOLE		4,866,400	0	0
FORTINET INC	COM	34959E109	11,841	168,118	SH		SOLE		168,118	0	0
FORTIS INC	COM	349553107	60,129	1,802,424	SH		SOLE		1,802,424	0	0
FORTIVE CORP	COM	34959J108	93,150	1,376,742	SH		SOLE		1,376,742	0	0
FORTRESS BIOTECH INC	COM	34960Q109	43	50,000	SH		SOLE		50,000	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	54,847	1,443,715	SH		SOLE		1,443,715	0	0
FORTY SEVEN INC	COM	34983P104	7,404	471,000	SH		SOLE		471,000	0	0
FRANKLIN RES INC	COM	354613101	9,103	306,900	SH		SOLE		306,900	0	0
FRANKS INTL N V	COM	N33462107	5,120	980,846	SH		SOLE		980,846	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	48,896	4,742,600	SH		SOLE		4,742,600	0	0
FTS INTERNATIONAL INC	COM	30283W104	6,150	865,000	SH		SOLE		865,000	0	0
FULLER H B CO	COM	359694106	15,826	370,895	SH		SOLE		370,895	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	21,874	296,800	SH		SOLE		296,800	0	0
GARDNER DENVER HLDGS INC	COM	36555P107	71,024	3,473,057	SH		SOLE		3,473,057	0	0
GARMIN LTD	SHS	H2906T109	7,878	124,412	SH		SOLE		124,412	0	0
GARRETT MOTION INC	COM	366505105	345	27,919	SH		SOLE		27,919	0	0
GARTNER INC	COM	366651107	14,158	110,750	SH		SOLE		110,750	0	0
GCP APPLIED TECHNOLOGIES INC	COM	36164Y101	70,198	2,859,393	SH		SOLE		2,859,393	0	0
GDS HLDGS LTD	SPONSORED ADR	36165L108	14,828	642,171	SH		SOLE		642,171	0	0
GENERAL DYNAMICS CORP	COM	369550108	217,144	1,381,233	SH		SOLE		1,381,233	0	0
GENERAL ELECTRIC CO	COM	369604103	313,595	41,426,025	SH		SOLE		41,426,025	0	0
GENERAL MLS INC	COM	370334104	28,858	741,096	SH		SOLE		741,096	0	0
GENERAL MTRS CO	COM	37045V100	59,343	1,774,066	SH		SOLE		1,774,066	0	0
GENERAL MTRS CO	*W EXP 07/10/201	37045V126	1,192	75,000	SH		SOLE		75,000	0	0
GENTEX CORP	COM	371901109	67,764	3,352,970	SH		SOLE		3,352,970	0	0
GENUINE PARTS CO	COM	372460105	5,483	57,100	SH		SOLE		57,100	0	0
GILEAD SCIENCES INC	COM	375558103	98,655	1,577,225	SH		SOLE		1,577,225	0	0
GLOBANT S A	COM	L44385109	1,690	30,000	SH		SOLE		30,000	0	0
GMS INC	COM	36251C103	31,283	2,105,176	SH		SOLE		2,105,176	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	62,443	373,800	SH		SOLE		373,800	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	176,065	8,626,411	SH		SOLE		8,626,411	0	0
GRAINGER W W INC	COM	384802104	16,076	56,935	SH		SOLE		56,935	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	4,307	404,773	SH		SOLE		404,773	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	3,597	68,232	SH		SOLE		68,232	0	0
GS ACQUISITION HLDGS CORP	UNIT 06/12/2023	36255F201	27,675	2,700,000	SH		SOLE		2,700,000	0	0
GULFPORT ENERGY CORP	COM NEW	402635304	1,015	155,000	SH		SOLE		155,000	0	0
H & E EQUIPMENT SERVICES INC	COM	404030108	817	40,000	SH		SOLE		40,000	0	0
HANESBRANDS INC	COM	410345102	5,631	449,440	SH		SOLE		449,440	0	0
HANGER INC	COM NEW	41043F208	4,036	213,000	SH		SOLE		213,000	0	0
HARLEY DAVIDSON INC	COM	412822108	7,032	206,100	SH		SOLE		206,100	0	0
HARSCO CORP	COM	415864107	21,903	1,102,873	SH		SOLE		1,102,873	0	0
HARTFORD FINL SVCS GROUP INC	*W EXP 06/26/201	416515120	37,567	975,000	SH		SOLE		975,000	0	0
HASBRO INC	COM	418056107	11,795	145,172	SH		SOLE		145,172	0	0
HAYMAKER ACQUISITION CORP	COM CLASS A	420870107	5,005	500,000	SH		SOLE		500,000	0	0
HCA HEALTHCARE INC	COM	40412C101	41,629	334,500	SH		SOLE		334,500	0	0
HCP INC	COM	40414L109	16,636	595,643	SH		SOLE		595,643	0	0
HENRY JACK & ASSOC INC	COM	426281101	2,649	20,934	SH		SOLE		20,934	0	0
HERSHEY CO	COM	427866108	18,626	173,785	SH		SOLE		173,785	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	20,357	1,541,036	SH		SOLE		1,541,036	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	26,308	366,400	SH		SOLE		366,400	0	0
HOLLYFRONTIER CORP	COM	436106108	10,152	198,600	SH		SOLE		198,600	0	0
HOLOGIC INC	COM	436440101	11,086	269,740	SH		SOLE		269,740	0	0
HOME DEPOT INC	COM	437076102	193,298	1,125,005	SH		SOLE		1,125,005	0	0
HONEYWELL INTL INC	COM	438516106	253,377	1,917,776	SH		SOLE		1,917,776	0	0
HORIZON PHARMA PLC	SHS	G4617B105	11,236	575,000	SH		SOLE		575,000	0	0
HORMEL FOODS CORP	COM	440452100	14,351	336,246	SH		SOLE		336,246	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	15,155	909,133	SH		SOLE		909,133	0	0
HP INC	COM	40434L105	36,888	1,802,936	SH		SOLE		1,802,936	0	0
HUBBELL INC	COM	443510607	20,265	203,995	SH		SOLE		203,995	0	0
HUMANA INC	COM	444859102	48,934	170,810	SH		SOLE		170,810	0	0
HUNT J B TRANS SVCS INC	COM	445658107	10,067	108,200	SH		SOLE		108,200	0	0
HUNTINGTON BANCSHARES INC	COM	446150104	19,406	1,628,000	SH		SOLE		1,628,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	42,487	223,249	SH		SOLE		223,249	0	0
IDEXX LABS INC	COM	45168D104	8,946	48,094	SH		SOLE		48,094	0	0
IHS MARKIT LTD	SHS	G47567105	51,515	1,073,900	SH		SOLE		1,073,900	0	0
ILLUMINA INC	COM	452327109	42,580	141,966	SH		SOLE		141,966	0	0
INCYTE CORP	COM	45337C102	7,828	123,097	SH		SOLE		123,097	0	0
INDEPENDENCE CONTRACT DRIL I	COM	453415309	7,734	2,478,693	SH		SOLE		2,478,693	0	0
INFLARX NV	COM	N44821101	97,506	2,680,959	SH		SOLE		2,680,959	0	0
INFRAREIT INC	COM	45685L100	4,563	217,086	SH		SOLE		217,086	0	0
INGERSOLL-RAND PLC	SHS	G47791101	39,387	431,730	SH		SOLE		431,730	0	0
INOGEN INC	COM	45780L104	6,209	50,000	SH		SOLE		50,000	0	0
INPHI CORP	COM	45772F107	19,334	601,384	SH		SOLE		601,384	0	0
INSMED INC	COM PAR $.01	457669307	8,817	672,000	SH		SOLE		672,000	0	0
INTEC PHARMA LTD JERUSALEM	SHS	M53644106	12,818	1,700,000	SH		SOLE		1,700,000	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	6,765	150,000	SH		SOLE		150,000	0	0
INTEL CORP	COM	458140100	250,141	5,330,080	SH		SOLE		5,330,080	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	13,909	138,000	SH		SOLE		138,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	53,167	705,790	SH		SOLE		705,790	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	115,226	1,013,690	SH		SOLE		1,013,690	0	0
INTERNATIONAL FLAVORS&FRAGRA	COM	459506101	16,851	125,500	SH		SOLE		125,500	0	0
INTERPUBLIC GROUP COS INC	COM	460690100	9,799	474,982	SH		SOLE		474,982	0	0
INTERSECT ENT INC	COM	46071F103	8,454	300,000	SH		SOLE		300,000	0	0
INTL PAPER CO	COM	460146103	4,411	109,292	SH		SOLE		109,292	0	0
INTUIT	COM	461202103	63,563	322,900	SH		SOLE		322,900	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	115,863	241,925	SH		SOLE		241,925	0	0
INVESCO LTD	SHS	G491BT108	8,431	503,669	SH		SOLE		503,669	0	0
IPG PHOTONICS CORP	COM	44980X109	2,175	19,200	SH		SOLE		19,200	0	0
IQVIA HLDGS INC	COM	46266C105	22,967	197,700	SH		SOLE		197,700	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	6,948	100,000	SH		SOLE		100,000	0	0
IRON MTN INC NEW	COM	46284V101	11,468	353,852	SH		SOLE		353,852	0	0
IRONWOOD PHARMACEUTICALS INC	COM CL A	46333X108	19,425	1,875,000	SH		SOLE		1,875,000	0	0
ITT INC	COM	45073V108	88,483	1,833,091	SH		SOLE		1,833,091	0	0
JACOBS ENGR GROUP INC DEL	COM	469814107	24,547	419,901	SH		SOLE		419,901	0	0
JAGGED PEAK ENERGY INC	COM	47009K107	10,716	1,175,000	SH		SOLE		1,175,000	0	0
JEFFERIES FINL GROUP INC	COM	47233W109	6,536	376,500	SH		SOLE		376,500	0	0
JETBLUE AIRWAYS CORP	COM	477143101	3,422	213,074	SH		SOLE		213,074	0	0
JOHNSON & JOHNSON	COM	478160104	399,610	3,096,555	SH		SOLE		3,096,555	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	19,574	660,153	SH		SOLE		660,153	0	0
JPMORGAN CHASE & CO	COM	46625H100	422,803	4,331,107	SH		SOLE		4,331,107	0	0
JUNIPER NETWORKS INC	COM	48203R104	11,437	425,000	SH		SOLE		425,000	0	0
KALVISTA PHARMACEUTICALS INC	COM	483497103	11,850	600,000	SH		SOLE		600,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	32,443	339,900	SH		SOLE		339,900	0	0
KELLOGG CO	COM	487836108	17,937	314,637	SH		SOLE		314,637	0	0
KEYCORP NEW	COM	493267108	19,360	1,309,903	SH		SOLE		1,309,903	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	14,750	237,600	SH		SOLE		237,600	0	0
KIMBERLY CLARK CORP	COM	494368103	14,827	130,133	SH		SOLE		130,133	0	0
KIMCO RLTY CORP	COM	49446R109	7,235	493,863	SH		SOLE		493,863	0	0
KINDER MORGAN INC DEL	COM	49456B101	36,171	2,351,795	SH		SOLE		2,351,795	0	0
KINDRED BIOSCIENCES INC	COM	494577109	11,333	1,035,000	SH		SOLE		1,035,000	0	0
KLA-TENCOR CORP	COM	482480100	5,523	61,720	SH		SOLE		61,720	0	0
KNOLL INC	COM NEW	498904200	13,692	830,843	SH		SOLE		830,843	0	0
KOSMOS ENERGY LTD	COM	500688106	2,849	700,000	SH		SOLE		700,000	0	0
KRAFT HEINZ CO	COM	500754106	33,056	768,032	SH		SOLE		768,032	0	0
KROGER CO	COM	501044101	25,181	915,685	SH		SOLE		915,685	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	9,553	75,600	SH		SOLE		75,600	0	0
LAM RESEARCH CORP	COM	512807108	99,510	730,778	SH		SOLE		730,778	0	0
LAMB WESTON HLDGS INC	COM	513272104	13,425	182,500	SH		SOLE		182,500	0	0
LAUDER ESTEE COS INC	CL A	518439104	19,214	147,684	SH		SOLE		147,684	0	0
LENNAR CORP	CL A	526057104	12,803	327,017	SH		SOLE		327,017	0	0
LENNOX INTL INC	COM	526107107	26,987	123,305	SH		SOLE		123,305	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	31,050	1,011,400	SH		SOLE		1,011,400	0	0
LIBERTY OILFIELD SVCS INC	COM CL A	53115L104	5,180	400,000	SH		SOLE		400,000	0	0
LILLY ELI & CO	COM	532457108	138,068	1,193,125	SH		SOLE		1,193,125	0	0
LINCOLN NATL CORP IND	COM	534187109	5,759	112,235	SH		SOLE		112,235	0	0
LINCOLN NATL CORP IND	*W EXP 07/10/201	534187117	10,664	213,400	SH		SOLE		213,400	0	0
LINDE PLC	COM	G5494J103	107,222	687,144	SH		SOLE		687,144	0	0
LIVANOVA PLC	SHS	G5509L101	16,523	180,639	SH		SOLE		180,639	0	0
LKQ CORP	COM	501889208	9,357	394,300	SH		SOLE		394,300	0	0
LOCKHEED MARTIN CORP	COM	539830109	92,992	355,150	SH		SOLE		355,150	0	0
LOEWS CORP	COM	540424108	2,812	61,777	SH		SOLE		61,777	0	0
LOGICBIO THERAPEUTICS INC	COM	54142F102	9,464	910,000	SH		SOLE		910,000	0	0
LOUISIANA PAC CORP	COM	546347105	85,983	3,869,623	SH		SOLE		3,869,623	0	0
LOWES COS INC	COM	548661107	92,484	1,001,343	SH		SOLE		1,001,343	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	9,206	110,700	SH		SOLE		110,700	0	0
M & T BK CORP	COM	55261F104	12,580	87,890	SH		SOLE		87,890	0	0
MACERICH CO	COM	554382101	4,622	106,800	SH		SOLE		106,800	0	0
MADRIGAL PHARMACEUTICALS INC	COM	558868105	4,176	37,050	SH		SOLE		37,050	0	0
MAGNOLIA OIL & GAS CORP	CL A	559663109	3,647	325,331	SH		SOLE		325,331	0	0
MAGNOLIA OIL & GAS CORP	*W EXP 07/31/202	559663117	1,565	516,666	SH		SOLE		516,666	0	0
MARATHON OIL CORP	COM	565849106	5,620	391,900	SH		SOLE		391,900	0	0
MARATHON PETE CORP	COM	56585A102	60,552	1,026,131	SH		SOLE		1,026,131	0	0
MARRIOTT INTL INC NEW	CL A	571903202	38,107	351,025	SH		SOLE		351,025	0	0
MARSH & MCLENNAN COS INC	COM	571748102	49,748	623,804	SH		SOLE		623,804	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	108,925	633,766	SH		SOLE		633,766	0	0
MARVELL TECHNOLOGY GROUP LTD	ORD	G5876H105	22,737	1,404,367	SH		SOLE		1,404,367	0	0
MASCO CORP	COM	574599106	17,056	583,300	SH		SOLE		583,300	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	246,190	1,305,010	SH		SOLE		1,305,010	0	0
MATTEL INC	COM	577081102	4,214	421,842	SH		SOLE		421,842	0	0
MAXIM INTEGRATED PRODS INC	COM	57772K101	12,341	242,700	SH		SOLE		242,700	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	20,972	150,615	SH		SOLE		150,615	0	0
MCDONALDS CORP	COM	580135101	169,315	953,509	SH		SOLE		953,509	0	0
MCKESSON CORP	COM	58155Q103	25,680	232,460	SH		SOLE		232,460	0	0
MEDTRONIC PLC	SHS	G5960L103	137,533	1,512,015	SH		SOLE		1,512,015	0	0
MERCK & CO INC	COM	58933Y105	411,528	5,385,793	SH		SOLE		5,385,793	0	0
METLIFE INC	COM	59156R108	29,973	729,976	SH		SOLE		729,976	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	15,344	632,500	SH		SOLE		632,500	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	6,973	183,900	SH		SOLE		183,900	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	3,916	54,456	SH		SOLE		54,456	0	0
MICRON TECHNOLOGY INC	COM	595112103	53,161	1,675,430	SH		SOLE		1,675,430	0	0
MICROSOFT CORP	COM	594918104	994,071	9,787,055	SH		SOLE		9,787,055	0	0
MID AMER APT CMNTYS INC	COM	59522J103	13,125	137,150	SH		SOLE		137,150	0	0
MOLSON COORS BREWING CO	CL B	60871R209	12,790	227,736	SH		SOLE		227,736	0	0
MONDELEZ INTL INC	CL A	609207105	72,150	1,802,397	SH		SOLE		1,802,397	0	0
MONOLITHIC PWR SYS INC	COM	609839105	11,842	101,868	SH		SOLE		101,868	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	20,523	416,961	SH		SOLE		416,961	0	0
MOODYS CORP	COM	615369105	22,434	160,195	SH		SOLE		160,195	0	0
MOOG INC	CL A	615394202	585	7,553	SH		SOLE		7,553	0	0
MORGAN STANLEY	COM NEW	617446448	145,853	3,678,500	SH		SOLE		3,678,500	0	0
MOSAIC CO NEW	COM	61945C103	257,875	8,828,305	SH		SOLE		8,828,305	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	35,855	311,676	SH		SOLE		311,676	0	0
MSCI INC	COM	55354G100	15,952	108,200	SH		SOLE		108,200	0	0
MYLAN N V	SHS EURO	N59465109	16,634	607,096	SH		SOLE		607,096	0	0
MYOVANT SCIENCES LTD	COM	G637AM102	11,897	725,000	SH		SOLE		725,000	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	150	75,000	SH		SOLE		75,000	0	0
NASDAQ INC	COM	631103108	11,459	140,480	SH		SOLE		140,480	0	0
NATIONAL VISION HLDGS INC	COM	63845R107	160,861	5,710,358	SH		SOLE		5,710,358	0	0
NETAPP INC	COM	64110D104	18,713	313,600	SH		SOLE		313,600	0	0
NETFLIX INC	COM	64110L106	150,758	563,244	SH		SOLE		563,244	0	0
NEUROCRINE BIOSCIENCES INC	COM	64125C109	571	8,000	SH		SOLE		8,000	0	0
NEURONETICS INC	COM	64131A105	2,271	117,339	SH		SOLE		117,339	0	0
NEVRO CORP	COM	64157F103	4,181	107,500	SH		SOLE		107,500	0	0
NEW SR INVT GROUP INC	COM	648691103	609	147,794	SH		SOLE		147,794	0	0
NEW YORK CMNTY BANCORP INC	COM	649445103	10,527	1,118,654	SH		SOLE		1,118,654	0	0
NEWELL BRANDS INC	COM	651229106	10,000	537,900	SH		SOLE		537,900	0	0
NEWMONT MINING CORP	COM	651639106	23,063	665,600	SH		SOLE		665,600	0	0
NEWS CORP NEW	CL A	65249B109	5,388	474,674	SH		SOLE		474,674	0	0
NEWS CORP NEW	CL B	65249B208	1,771	153,331	SH		SOLE		153,331	0	0
NEXTERA ENERGY INC	COM	65339F101	104,152	599,194	SH		SOLE		599,194	0	0
NIELSEN HLDGS PLC	SHS EUR	G6518L108	10,297	441,379	SH		SOLE		441,379	0	0
NIKE INC	CL B	654106103	115,216	1,554,038	SH		SOLE		1,554,038	0	0
NINE ENERGY SVC INC	COM	65441V101	19,977	886,282	SH		SOLE		886,282	0	0
NOBLE ENERGY INC	COM	655044105	297,414	15,853,618	SH		SOLE		15,853,618	0	0
NORFOLK SOUTHERN CORP	COM	655844108	48,706	325,706	SH		SOLE		325,706	0	0
NORTHERN TR CORP	COM	665859104	32,784	392,200	SH		SOLE		392,200	0	0
NORTHROP GRUMMAN CORP	COM	666807102	1,565	6,391	SH		SOLE		6,391	0	0
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	11,611	273,900	SH		SOLE		273,900	0	0
NOVA MEASURING INSTRUMENTS L	COM	M7516K103	14,584	640,194	SH		SOLE		640,194	0	0
NOVARTIS A G	SPONSORED ADR	66987V109	17,162	200,000	SH		SOLE		200,000	0	0
NOVO-NORDISK A S	ADR	670100205	39,851	865,000	SH		SOLE		865,000	0	0
NRG ENERGY INC	COM NEW	629377508	121,814	3,076,120	SH		SOLE		3,076,120	0	0
NUCOR CORP	COM	670346105	20,302	391,862	SH		SOLE		391,862	0	0
NUTANIX INC	CL A	67059N108	4,159	100,000	SH		SOLE		100,000	0	0
NUTRIEN LTD	COM	67077M108	184,544	3,926,471	SH		SOLE		3,926,471	0	0
NUVECTRA CORP	COM	67075N108	1,716	105,018	SH		SOLE		105,018	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	80,974	3,605,257	SH		SOLE		3,605,257	0	0
NVIDIA CORP	COM	67066G104	106,210	795,581	SH		SOLE		795,581	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	18,745	255,800	SH		SOLE		255,800	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	34,295	99,600	SH		SOLE		99,600	0	0
OGE ENERGY CORP	COM	670837103	29,393	750,000	SH		SOLE		750,000	0	0
OKTA INC	CL A	679295105	3,190	50,000	SH		SOLE		50,000	0	0
OLIN CORP	COM PAR $1	680665205	201,560	10,022,867	SH		SOLE		10,022,867	0	0
ONEMAIN HLDGS INC	COM	68268W103	15,060	620,000	SH		SOLE		620,000	0	0
ORACLE CORP	COM	68389X105	144,177	3,193,297	SH		SOLE		3,193,297	0	0
ORBCOMM INC	COM	68555P100	64,903	7,857,478	SH		SOLE		7,857,478	0	0
ORBOTECH LTD	ORD	M75253100	24,198	427,989	SH		SOLE		427,989	0	0
ORCHARD THERAPEUTICS PLC	ADS	68570P101	16,907	1,074,800	SH		SOLE		1,074,800	0	0
OSHKOSH CORP	COM	688239201	12,215	199,228	SH		SOLE		199,228	0	0
OWENS CORNING NEW	COM	690742101	173,036	3,934,428	SH		SOLE		3,934,428	0	0
PACKAGING CORP AMER	COM	695156109	9,356	112,100	SH		SOLE		112,100	0	0
PALO ALTO NETWORKS INC	COM	697435105	9,418	50,000	SH		SOLE		50,000	0	0
PARSLEY ENERGY INC	CL A	701877102	155,872	9,754,177	SH		SOLE		9,754,177	0	0
PAYCHEX INC	COM	704326107	19,333	296,746	SH		SOLE		296,746	0	0
PAYPAL HLDGS INC	COM	70450Y103	137,311	1,632,900	SH		SOLE		1,632,900	0	0
PDC ENERGY INC	COM	69327R101	11,815	396,995	SH		SOLE		396,995	0	0
PEPSICO INC	COM	713448108	194,166	1,757,479	SH		SOLE		1,757,479	0	0
PERRIGO CO PLC	SHS	G97822103	4,450	114,846	SH		SOLE		114,846	0	0
PERSPECTA INC	COM	715347100	10,834	629,132	SH		SOLE		629,132	0	0
PFIZER INC	COM	717081103	345,514	7,915,558	SH		SOLE		7,915,558	0	0
PG&E CORP	COM	69331C108	15,236	641,522	SH		SOLE		641,522	0	0
PHILIP MORRIS INTL INC	COM	718172109	129,211	1,935,454	SH		SOLE		1,935,454	0	0
PHILLIPS 66	COM	718546104	45,022	522,601	SH		SOLE		522,601	0	0
PINNACLE WEST CAP CORP	COM	723484101	83,904	984,794	SH		SOLE		984,794	0	0
PIONEER NAT RES CO	COM	723787107	154,957	1,178,200	SH		SOLE		1,178,200	0	0
PNC FINL SVCS GROUP INC	COM	693475105	84,792	725,277	SH		SOLE		725,277	0	0
PORTOLA PHARMACEUTICALS INC	COM	737010108	9,272	475,000	SH		SOLE		475,000	0	0
PPG INDS INC	COM	693506107	45,024	440,421	SH		SOLE		440,421	0	0
PRICE T ROWE GROUP INC	COM	74144T108	19,528	211,530	SH		SOLE		211,530	0	0
PRINCIPAL FINL GROUP INC	COM	74251V102	2,515	56,942	SH		SOLE		56,942	0	0
PRINCIPIA BIOPHARMA INC	COM	74257L108	19,173	700,000	SH		SOLE		700,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	285,685	3,107,973	SH		SOLE		3,107,973	0	0
PROGRESSIVE CORP OHIO	COM	743315103	62,599	1,037,604	SH		SOLE		1,037,604	0	0
PROLOGIS INC	COM	74340W103	45,968	782,829	SH		SOLE		782,829	0	0
PROPETRO HLDG CORP	COM	74347M108	19,523	1,584,687	SH		SOLE		1,584,687	0	0
PROQR THRAPEUTICS N V	SHS EURO	N71542109	58,946	3,735,507	SH		SOLE		3,735,507	0	0
PRUDENTIAL FINL INC	COM	744320102	42,474	520,837	SH		SOLE		520,837	0	0
PTC THERAPEUTICS INC	COM	69366J200	412	12,000	SH		SOLE		12,000	0	0
PUBLIC STORAGE	COM	74460D109	37,626	185,892	SH		SOLE		185,892	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	128,680	2,472,244	SH		SOLE		2,472,244	0	0
PULTE GROUP INC	COM	745867101	8,364	321,800	SH		SOLE		321,800	0	0
PVH CORP	COM	693656100	8,867	95,400	SH		SOLE		95,400	0	0
QORVO INC	COM	74736K101	4,833	79,578	SH		SOLE		79,578	0	0
QUALCOMM INC	COM	747525103	103,853	1,824,864	SH		SOLE		1,824,864	0	0
QUANTA SVCS INC	COM	74762E102	5,297	175,993	SH		SOLE		175,993	0	0
QUANTENNA COMMUNICATIONS INC	COM	74766D100	6,829	475,876	SH		SOLE		475,876	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	6,853	82,300	SH		SOLE		82,300	0	0
RA PHARMACEUTICALS INC	COM	74933V108	3,640	200,000	SH		SOLE		200,000	0	0
RALPH LAUREN CORP	CL A	751212101	7,108	68,700	SH		SOLE		68,700	0	0
RANGE RES CORP	COM	75281A109	14,929	1,560,000	SH		SOLE		1,560,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	17,553	235,900	SH		SOLE		235,900	0	0
RAYONIER ADVANCED MATLS INC	COM	75508B104	11,355	1,066,222	SH		SOLE		1,066,222	0	0
REALTY INCOME CORP	COM	756109104	23,161	367,400	SH		SOLE		367,400	0	0
RED HAT INC	COM	756577102	34,584	196,900	SH		SOLE		196,900	0	0
REGALWOOD GLOBAL ENERGY LTD	COM CL A	G74760102	19,640	1,999,998	SH		SOLE		1,999,998	0	0
REGALWOOD GLOBAL ENERGY LTD	*W EXP 12/05/202	G74760128	720	666,666	SH		SOLE		666,666	0	0
REGENCY CTRS CORP	COM	758849103	12,188	207,700	SH		SOLE		207,700	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	13,827	37,021	SH		SOLE		37,021	0	0
REGIONS FINL CORP NEW	COM	7591EP100	38,815	2,901,000	SH		SOLE		2,901,000	0	0
RESIDEO TECHNOLOGIES INC	COM	76118Y104	5,860	285,158	SH		SOLE		285,158	0	0
RESMED INC	COM	761152107	20,287	178,155	SH		SOLE		178,155	0	0
RESOLUTE ENERGY CORP	COM NEW	76116A306	8,160	281,587	SH		SOLE		281,587	0	0
RITE AID CORP	COM	767754104	4,266	6,023,468	SH		SOLE		6,023,468	0	0
ROBERT HALF INTL INC	COM	770323103	5,640	98,600	SH		SOLE		98,600	0	0
ROCKET PHARMACEUTICALS INC	COM	77313F106	30,511	2,058,799	SH		SOLE		2,058,799	0	0
ROCKWELL AUTOMATION INC	COM	773903109	16,023	106,482	SH		SOLE		106,482	0	0
ROLLINS INC	COM	775711104	6,935	192,100	SH		SOLE		192,100	0	0
ROSS STORES INC	COM	778296103	41,363	497,153	SH		SOLE		497,153	0	0
ROYAL CARIBBEAN CRUISES LTD	COM	V7780T103	20,761	212,300	SH		SOLE		212,300	0	0
ROYAL DUTCH SHELL PLC	SPONS ADR A	780259206	18,080	310,274	SH		SOLE		310,274	0	0
S&P GLOBAL INC	COM	78409V104	52,948	311,566	SH		SOLE		311,566	0	0
SALESFORCE COM INC	COM	79466L302	140,055	1,022,523	SH		SOLE		1,022,523	0	0
SANGAMO THERAPEUTICS INC	COM	800677106	10,906	950,000	SH		SOLE		950,000	0	0
SANOFI	RIGHT 12/31/2020	80105N113	295	614,455	SH		SOLE		614,455	0	0
SAP SE	SPON ADR	803054204	8,462	85,000	SH		SOLE		85,000	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	256,471	2,350,144	SH		SOLE		2,350,144	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	23,134	142,900	SH		SOLE		142,900	0	0
SCANA CORP NEW	COM	80589M102	8,877	185,782	SH		SOLE		185,782	0	0
SCHEIN HENRY INC	COM	806407102	11,715	149,200	SH		SOLE		149,200	0	0
SCHLUMBERGER LTD	COM	806857108	52,470	1,454,267	SH		SOLE		1,454,267	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	59,018	1,421,100	SH		SOLE		1,421,100	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	21,377	335,585	SH		SOLE		335,585	0	0
SEAGATE TECHNOLOGY PLC	SHS	G7945M107	12,522	324,500	SH		SOLE		324,500	0	0
SEALED AIR CORP NEW	COM	81211K100	6,637	190,500	SH		SOLE		190,500	0	0
SELECT ENERGY SVCS INC	CL A COM	81617J301	14,948	2,365,118	SH		SOLE		2,365,118	0	0
SEMPRA ENERGY	COM	816851109	36,774	339,900	SH		SOLE		339,900	0	0
SENTINEL ENERGY SVCS INC	CL A	81728P105	15,030	1,500,000	SH		SOLE		1,500,000	0	0
SENTINEL ENERGY SVCS INC	*W EXP 11/02/202	81728P113	415	500,000	SH		SOLE		500,000	0	0
SHERWIN WILLIAMS CO	COM	824348106	106,976	271,885	SH		SOLE		271,885	0	0
SHIRE PLC	SPONSORED ADR	82481R106	87,020	500,000	SH		SOLE		500,000	0	0
SI BONE INC	COM	825704109	3,134	150,000	SH		SOLE		150,000	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	26,731	260,000	SH		SOLE		260,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	64,788	385,663	SH		SOLE		385,663	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	11,216	167,350	SH		SOLE		167,350	0	0
SL GREEN RLTY CORP	COM	78440X101	8,810	111,400	SH		SOLE		111,400	0	0
SMUCKER J M CO	COM NEW	832696405	13,147	140,627	SH		SOLE		140,627	0	0
SNAP ON INC	COM	833034101	9,919	68,273	SH		SOLE		68,273	0	0
SOLARIS OILFIELD INFRSTR INC	COM CL A	83418M103	17,354	1,435,367	SH		SOLE		1,435,367	0	0
SOUTHWEST AIRLS CO	COM	844741108	32,168	692,077	SH		SOLE		692,077	0	0
SOUTHWEST GAS HOLDINGS INC	COM	844895102	77,511	1,013,218	SH		SOLE		1,013,218	0	0
SPARK ENERGY INC	CL A COM	846511103	100	13,474	SH		SOLE		13,474	0	0
SPARTAN ENERGY ACQUISITON CO	CL A COM STK	846784106	45,762	4,752,000	SH		SOLE		4,752,000	0	0
SPARTAN ENERGY ACQUISITON CO	*W EXP 08/27/202	846784122	1,536	1,584,000	SH		SOLE		1,584,000	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	2,641	36,630	SH		SOLE		36,630	0	0
SPRING BK PHARMACEUTICALS IN	COM	849431101	10,390	1,000,000	SH		SOLE		1,000,000	0	0
SPX CORP	COM	784635104	3,176	113,390	SH		SOLE		113,390	0	0
SRC ENERGY INC	COM	78470V108	2,820	600,000	SH		SOLE		600,000	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	27,743	615,000	SH		SOLE		615,000	0	0
STARBUCKS CORP	COM	855244109	98,887	1,535,505	SH		SOLE		1,535,505	0	0
STATE STR CORP	COM	857477103	27,385	434,200	SH		SOLE		434,200	0	0
STEMLINE THERAPEUTICS INC	COM	85858C107	6,745	710,014	SH		SOLE		710,014	0	0
STONECO LTD	COM CL A	G85158106	461	25,000	SH		SOLE		25,000	0	0
STRYKER CORP	COM	863667101	46,122	294,241	SH		SOLE		294,241	0	0
SUMMIT MATLS INC	CL A	86614U100	94,556	7,625,462	SH		SOLE		7,625,462	0	0
SVB FINL GROUP	COM	78486Q101	54,849	288,800	SH		SOLE		288,800	0	0
SVMK INC	COM	78489X103	2,761	225,000	SH		SOLE		225,000	0	0
SYMANTEC CORP	COM	871503108	14,905	788,859	SH		SOLE		788,859	0	0
SYNCHRONY FINL	COM	87165B103	19,266	821,236	SH		SOLE		821,236	0	0
SYNOPSYS INC	COM	871607107	13,596	161,400	SH		SOLE		161,400	0	0
SYNOVUS FINL CORP	COM NEW	87161C501	1,600	50,000	SH		SOLE		50,000	0	0
SYSCO CORP	COM	871829107	37,378	596,524	SH		SOLE		596,524	0	0
T2 BIOSYSTEMS INC	COM	89853L104	1,204	400,000	SH		SOLE		400,000	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	84,949	825,233	SH		SOLE		825,233	0	0
TAPESTRY INC	COM	876030107	10,093	299,042	SH		SOLE		299,042	0	0
TARGET CORP	COM	87612E106	1,628	24,631	SH		SOLE		24,631	0	0
TCF FINL CORP	COM	872275102	7,114	365,000	SH		SOLE		365,000	0	0
TECHNIPFMC PLC	COM	G87110105	10,481	535,300	SH		SOLE		535,300	0	0
TENCENT MUSIC ENTMT GROUP	SPON ADS	88034P109	10,576	800,000	SH		SOLE		800,000	0	0
TESARO INC	COM	881569107	55,836	752,000	SH		SOLE		752,000	0	0
TEXAS INSTRS INC	COM	882508104	155,551	1,646,044	SH		SOLE		1,646,044	0	0
TEXTRON INC	COM	883203101	55,145	1,199,070	SH		SOLE		1,199,070	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	106,433	475,594	SH		SOLE		475,594	0	0
TIMKEN CO	COM	887389104	38,488	1,031,304	SH		SOLE		1,031,304	0	0
TJX COS INC NEW	COM	872540109	56,418	1,261,010	SH		SOLE		1,261,010	0	0
TOPBUILD CORP	COM	89055F103	36,000	800,000	SH		SOLE		800,000	0	0
TOTAL S A	SPONSORED ADR	89151E109	4,957	95,000	SH		SOLE		95,000	0	0
TOYOTA MOTOR CORP	SP ADR REP2COM	892331307	28,928	249,208	SH		SOLE		249,208	0	0
TRANSDIGM GROUP INC	COM	893641100	14,364	42,241	SH		SOLE		42,241	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	6,913	996,113	SH		SOLE		996,113	0	0
TRIPADVISOR INC	COM	896945201	6,985	129,500	SH		SOLE		129,500	0	0
TWENTY FIRST CENTY FOX INC	CL A	90130A101	109,401	2,273,500	SH		SOLE		2,273,500	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	54,837	1,147,708	SH		SOLE		1,147,708	0	0
TWILIO INC	CL A	90138F102	2,679	30,000	SH		SOLE		30,000	0	0
TWITTER INC	COM	90184L102	25,843	899,200	SH		SOLE		899,200	0	0
TYSON FOODS INC	CL A	902494103	19,505	365,255	SH		SOLE		365,255	0	0
U S SILICA HLDGS INC	COM	90346E103	3,436	337,546	SH		SOLE		337,546	0	0
UDR INC	COM	902653104	13,534	341,600	SH		SOLE		341,600	0	0
ULTA BEAUTY INC	COM	90384S303	6,661	27,207	SH		SOLE		27,207	0	0
UNDER ARMOUR INC	CL A	904311107	201,879	11,424,973	SH		SOLE		11,424,973	0	0
UNDER ARMOUR INC	CL C	904311206	3,615	223,561	SH		SOLE		223,561	0	0
UNION PAC CORP	COM	907818108	126,552	915,514	SH		SOLE		915,514	0	0
UNIQURE NV	SHS	N90064101	10,235	355,148	SH		SOLE		355,148	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	39,392	403,900	SH		SOLE		403,900	0	0
UNITED RENTALS INC	COM	911363109	41,348	403,279	SH		SOLE		403,279	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	163,288	1,533,506	SH		SOLE		1,533,506	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	298,796	1,199,406	SH		SOLE		1,199,406	0	0
UNITIL CORP	COM	913259107	20,762	410,000	SH		SOLE		410,000	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	12,537	107,559	SH		SOLE		107,559	0	0
UNUM GROUP	COM	91529Y106	7,988	271,869	SH		SOLE		271,869	0	0
UROVANT SCIENCES LTD	SHS	G9381B108	9,127	1,385,000	SH		SOLE		1,385,000	0	0
US BANCORP DEL	COM NEW	902973304	15,611	341,600	SH		SOLE		341,600	0	0
V F CORP	COM	918204108	18,026	252,684	SH		SOLE		252,684	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	35,288	470,700	SH		SOLE		470,700	0	0
VALVOLINE INC	COM	92047W101	89,118	4,605,560	SH		SOLE		4,605,560	0	0
VANDA PHARMACEUTICALS INC	COM	921659108	36,582	1,400,000	SH		SOLE		1,400,000	0	0
VANECK VECTORS ETF TR	GOLD MINERS ETF	92189F106	21,090	1,000,000	SH		SOLE		1,000,000	0	0
VANECK VECTORS ETF TR	JR GOLD MINERS E	92189F791	6,044	200,000	SH		SOLE		200,000	0	0
VANTAGE ENERGY ACQUISITION	COM CL A	92211L105	44,723	4,450,000	SH		SOLE		4,450,000	0	0
VANTAGE ENERGY ACQUISITION	*W EXP 04/12/202	92211L113	744	1,583,333	SH		SOLE		1,583,333	0	0
VAPOTHERM INC	COM	922107107	18,125	908,518	SH		SOLE		908,518	0	0
VARIAN MED SYS INC	COM	92220P105	4,451	39,278	SH		SOLE		39,278	0	0
VENATOR MATLS PLC	SHS	G9329Z100	17,734	4,232,394	SH		SOLE		4,232,394	0	0
VENTAS INC	COM	92276F100	25,955	443,000	SH		SOLE		443,000	0	0
VERISIGN INC	COM	92343E102	19,714	132,940	SH		SOLE		132,940	0	0
VERISK ANALYTICS INC	COM	92345Y106	22,146	203,100	SH		SOLE		203,100	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	290,536	5,167,839	SH		SOLE		5,167,839	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	71,672	432,512	SH		SOLE		432,512	0	0
VIAVI SOLUTIONS INC	COM	925550105	6,030	600,000	SH		SOLE		600,000	0	0
VIEWRAY INC	COM	92672L107	1,087	179,000	SH		SOLE		179,000	0	0
VISA INC	COM CL A	92826C839	296,158	2,244,640	SH		SOLE		2,244,640	0	0
VISTRA ENERGY CORP	COM	92840M102	164,808	7,200,000	SH		SOLE		7,200,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	13,228	213,259	SH		SOLE		213,259	0	0
VOYAGER THERAPEUTICS INC	COM	92915B106	3,525	375,000	SH		SOLE		375,000	0	0
VULCAN MATLS CO	COM	929160109	115,631	1,170,358	SH		SOLE		1,170,358	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	68,849	1,007,597	SH		SOLE		1,007,597	0	0
WALMART INC	COM	931142103	458,297	4,919,992	SH		SOLE		4,919,992	0	0
WASTE MGMT INC DEL	COM	94106L109	300,409	3,375,763	SH		SOLE		3,375,763	0	0
WATERS CORP	COM	941848103	11,495	60,933	SH		SOLE		60,933	0	0
WAYFAIR INC	CL A	94419L101	263,002	2,919,654	SH		SOLE		2,919,654	0	0
WELLCARE HEALTH PLANS INC	COM	94946T106	14,968	63,400	SH		SOLE		63,400	0	0
WELLS FARGO CO NEW	COM	949746101	261,193	5,668,252	SH		SOLE		5,668,252	0	0
WELLTOWER INC	COM	95040Q104	32,193	463,806	SH		SOLE		463,806	0	0
WESCO AIRCRAFT HLDGS INC	COM	950814103	380	48,056	SH		SOLE		48,056	0	0
WEST PHARMACEUTICAL SVSC INC	COM	955306105	12,744	130,000	SH		SOLE		130,000	0	0
WESTERN ALLIANCE BANCORP	COM	957638109	14,295	362,000	SH		SOLE		362,000	0	0
WESTERN DIGITAL CORP	COM	958102105	9,580	259,137	SH		SOLE		259,137	0	0
WESTERN UN CO	COM	959802109	2,556	149,813	SH		SOLE		149,813	0	0
WESTLAKE CHEM CORP	COM	960413102	6,617	100,000	SH		SOLE		100,000	0	0
WESTROCK CO	COM	96145D105	562	14,889	SH		SOLE		14,889	0	0
WEYERHAEUSER CO	COM	962166104	20,535	939,400	SH		SOLE		939,400	0	0
WILLIAMS COS INC DEL	COM	969457100	14,919	676,600	SH		SOLE		676,600	0	0
WILLIS TOWERS WATSON PUB LTD	SHS	G96629103	41,287	271,875	SH		SOLE		271,875	0	0
WOODWARD INC	COM	980745103	4,705	63,331	SH		SOLE		63,331	0	0
WORLDPAY INC	CL A	981558109	7,643	100,000	SH		SOLE		100,000	0	0
WPX ENERGY INC	COM	98212B103	78,429	6,910,000	SH		SOLE		6,910,000	0	0
WRIGHT MED GROUP N V	ORD SHS 0.03 PAR	N96617118	5,597	205,606	SH		SOLE		205,606	0	0
WYNN RESORTS LTD	COM	983134107	11,652	117,800	SH		SOLE		117,800	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	8,203	1,300,000	SH		SOLE		1,300,000	0	0
XEROX CORP	COM NEW	984121608	3,986	201,700	SH		SOLE		201,700	0	0
XILINX INC	COM	983919101	37,178	436,510	SH		SOLE		436,510	0	0
XPO LOGISTICS INC	COM	983793100	45,632	800,000	SH		SOLE		800,000	0	0
YAMANA GOLD INC	COM	98462Y100	3,540	1,500,000	SH		SOLE		1,500,000	0	0
YUM BRANDS INC	COM	988498101	35,967	391,286	SH		SOLE		391,286	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	36,490	351,808	SH		SOLE		351,808	0	0
ZIONS BANCORPORATION N A	COM	989701107	25,746	631,948	SH		SOLE		631,948	0	0
ZOETIS INC	CL A	98978V103	49,285	576,164	SH		SOLE		576,164	0	0
ZOGENIX INC	COM NEW	98978L204	7,292	200,000	SH		SOLE		200,000	0	0
ZOSANO PHARMA CORP	COM NEW	98979H202	2,120	1,000,000	SH		SOLE		1,000,000	0	0