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
AAR CORP	COM	000361105	3,440	105,799	SH		SOLE		105,799	0	0
ABBOTT LABS	COM	002824100	158,804	1,986,543	SH		SOLE		1,986,543	0	0
ABEONA THERAPEUTICS INC	COM	00289Y107	19,136	2,600,000	SH		SOLE		2,600,000	0	0
ABIOMED INC	COM	003654100	16,182	56,660	SH		SOLE		56,660	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	140,904	800,500	SH		SOLE		800,500	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	997	75,000	SH		SOLE		75,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	11,275	247,643	SH		SOLE		247,643	0	0
ADOBE INC	COM	00724F101	177,437	665,828	SH		SOLE		665,828	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	106,976	627,315	SH		SOLE		627,315	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	24,201	948,323	SH		SOLE		948,323	0	0
ADVAXIS INC	COM NEW	007624307	985	166,666	SH		SOLE		166,666	0	0
ADVERUM BIOTECHNOLOGIES INC	COM	00773U108	15,720	3,000,000	SH		SOLE		3,000,000	0	0
AEGLEA BIOTHERAPEUTICS INC	COM	00773J103	11,822	1,468,591	SH		SOLE		1,468,591	0	0
AERCAP HOLDINGS NV	SHS	N00985106	12,967	278,624	SH		SOLE		278,624	0	0
AERIE PHARMACEUTICALS INC	COM	00771V108	107,160	2,256,000	SH		SOLE		2,256,000	0	0
AES CORP	COM	00130H105	47,034	2,601,433	SH		SOLE		2,601,433	0	0
AFFILIATED MANAGERS GROUP IN	COM	008252108	6,847	63,925	SH		SOLE		63,925	0	0
AFLAC INC	COM	001055102	44,704	894,074	SH		SOLE		894,074	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	37,976	472,453	SH		SOLE		472,453	0	0
AIMMUNE THERAPEUTICS INC	COM	00900T107	8,940	400,000	SH		SOLE		400,000	0	0
AIR PRODS & CHEMS INC	COM	009158106	52,587	275,381	SH		SOLE		275,381	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	14,392	200,700	SH		SOLE		200,700	0	0
ALASKA AIR GROUP INC	COM	011659109	10,859	193,491	SH		SOLE		193,491	0	0
ALDEYRA THERAPEUTICS INC	COM	01438T106	10,103	1,118,822	SH		SOLE		1,118,822	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	20,115	141,100	SH		SOLE		141,100	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	66,044	488,562	SH		SOLE		488,562	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	14,596	80,000	SH		SOLE		80,000	0	0
ALIGN TECHNOLOGY INC	COM	016255101	25,561	89,900	SH		SOLE		89,900	0	0
ALLENA PHARMACEUTICALS INC	COM	018119107	2,412	343,574	SH		SOLE		343,574	0	0
ALLERGAN PLC	SHS	G0177J108	47,506	324,469	SH		SOLE		324,469	0	0
ALLIANCE DATA SYSTEMS CORP	COM	018581108	9,991	57,098	SH		SOLE		57,098	0	0
ALLSTATE CORP	COM	020002101	11,463	121,713	SH		SOLE		121,713	0	0
ALLY FINL INC	COM	02005N100	47,833	1,740,000	SH		SOLE		1,740,000	0	0
ALPHABET INC	CAP STK CL C	02079K107	451,209	384,561	SH		SOLE		384,561	0	0
ALPHABET INC	CAP STK CL A	02079K305	439,344	373,309	SH		SOLE		373,309	0	0
ALTA MESA RES INC	*W EXP 03/28/202	02133L117	2	66,666	SH		SOLE		66,666	0	0
ALTERYX INC	COM CL A	02156B103	4,194	50,000	SH		SOLE		50,000	0	0
ALTICE USA INC	CL A	02156K103	25,776	1,200,000	SH		SOLE		1,200,000	0	0
ALTRIA GROUP INC	COM	02209S103	135,060	2,351,732	SH		SOLE		2,351,732	0	0
AMALGAMATED BK NEW YORK N Y	CLASS A	022663108	7,332	468,482	SH		SOLE		468,482	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	51,381	2,475,000	SH		SOLE		2,475,000	0	0
AMAZON COM INC	COM	023135106	892,482	501,183	SH		SOLE		501,183	0	0
AMCI ACQUISITION CORP	UNIT 01/07/2019	00165R200	18,216	1,800,000	SH		SOLE		1,800,000	0	0
AMEREN CORP	COM	023608102	21,719	295,300	SH		SOLE		295,300	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	17,975	565,970	SH		SOLE		565,970	0	0
AMERICAN ELEC PWR CO INC	COM	025537101	50,642	604,680	SH		SOLE		604,680	0	0
AMERICAN EXPRESS CO	COM	025816109	68,064	622,725	SH		SOLE		622,725	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	47,053	1,092,721	SH		SOLE		1,092,721	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	42,864	217,517	SH		SOLE		217,517	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	22,941	220,041	SH		SOLE		220,041	0	0
AMERIPRISE FINL INC	COM	03076C106	37,299	291,168	SH		SOLE		291,168	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	15,403	193,700	SH		SOLE		193,700	0	0
AMETEK INC NEW	COM	031100100	71,872	866,238	SH		SOLE		866,238	0	0
AMGEN INC	COM	031162100	40,513	213,247	SH		SOLE		213,247	0	0
AMPHENOL CORP NEW	CL A	032095101	7,587	80,336	SH		SOLE		80,336	0	0
ANADARKO PETE CORP	COM	032511107	436,914	9,606,730	SH		SOLE		9,606,730	0	0
ANALOG DEVICES INC	COM	032654105	41,782	396,907	SH		SOLE		396,907	0	0
ANAPLAN INC	COM	03272L108	984	25,000	SH		SOLE		25,000	0	0
ANAPTYSBIO INC	COM	032724106	195,320	2,673,784	SH		SOLE		2,673,784	0	0
ANNALY CAP MGMT INC	COM	035710409	20,480	2,050,000	SH		SOLE		2,050,000	0	0
ANSYS INC	COM	03662Q105	19,203	105,100	SH		SOLE		105,100	0	0
ANTHEM INC	COM	036752103	92,176	321,193	SH		SOLE		321,193	0	0
AON PLC	SHS CL A	G0408V102	54,242	317,763	SH		SOLE		317,763	0	0
APARTMENT INVT & MGMT CO	CL A	03748R754	10,118	201,189	SH		SOLE		201,189	0	0
APELLIS PHARMACEUTICALS INC	COM	03753U106	9,750	500,000	SH		SOLE		500,000	0	0
APPLE INC	COM	037833100	1,025,518	5,398,884	SH		SOLE		5,398,884	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	34,532	580,664	SH		SOLE		580,664	0	0
APPLIED MATLS INC	COM	038222105	41,113	1,036,632	SH		SOLE		1,036,632	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	30,113	698,192	SH		SOLE		698,192	0	0
ARCO PLATFORM LTD	COM CL A	G04553106	807	25,000	SH		SOLE		25,000	0	0
ARCONIC INC	COM	03965L100	10,117	529,400	SH		SOLE		529,400	0	0
ARDELYX INC	COM	039697107	11,200	4,000,000	SH		SOLE		4,000,000	0	0
ARENA PHARMACEUTICALS INC	COM NEW	040047607	8,518	190,000	SH		SOLE		190,000	0	0
ARISTA NETWORKS INC	COM	040413106	20,739	65,950	SH		SOLE		65,950	0	0
ARRIS INTERNATIONAL PLC	SHS	G0551A103	22,127	700,000	SH		SOLE		700,000	0	0
ARROW ELECTRS INC	COM	042735100	27,955	362,769	SH		SOLE		362,769	0	0
ARROWHEAD PHARMACEUTICALS IN	COM	04280A100	25,231	1,375,000	SH		SOLE		1,375,000	0	0
ARYA SCIENCES ACQUISITION CO	SHS CL A	G3165V109	12,288	1,250,000	SH		SOLE		1,250,000	0	0
ARYA SCIENCES ACQUISITION CO	*W EXP 10/10/202	G3165V125	750	625,000	SH		SOLE		625,000	0	0
ASCENDIS PHARMA A S	SPONSORED ADR	04351P101	26,483	225,000	SH		SOLE		225,000	0	0
ASSEMBLY BIOSCIENCES INC	COM	045396108	1,477	75,000	SH		SOLE		75,000	0	0
ASSURANT INC	COM	04621X108	52,394	552,040	SH		SOLE		552,040	0	0
ASTEC INDS INC	COM	046224101	7,425	196,642	SH		SOLE		196,642	0	0
AT&T INC	COM	00206R102	249,836	7,966,709	SH		SOLE		7,966,709	0	0
ATHENE HLDG LTD	CL A	G0684D107	39,698	973,000	SH		SOLE		973,000	0	0
ATLANTICA YIELD PLC	SHS	G0751N103	21,788	1,119,624	SH		SOLE		1,119,624	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	2,351	46,499	SH		SOLE		46,499	0	0
AUDENTES THERAPEUTICS INC	COM	05070R104	6,516	167,000	SH		SOLE		167,000	0	0
AUTODESK INC	COM	052769106	42,802	274,689	SH		SOLE		274,689	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	77,510	485,224	SH		SOLE		485,224	0	0
AUTOZONE INC	COM	053332102	31,558	30,815	SH		SOLE		30,815	0	0
AVALONBAY CMNTYS INC	COM	053484101	34,803	173,382	SH		SOLE		173,382	0	0
AVERY DENNISON CORP	COM	053611109	104,302	923,025	SH		SOLE		923,025	0	0
AXALTA COATING SYS LTD	COM	G0750C108	10,966	434,998	SH		SOLE		434,998	0	0
AXOGEN INC	COM	05463X106	7,371	350,000	SH		SOLE		350,000	0	0
AXONICS MODULATION TECH INC	COM	05465P101	645	26,917	SH		SOLE		26,917	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	1,330	1,000,000	SH		SOLE		1,000,000	0	0
BAKER HUGHES A GE CO	CL A	05722G100	16,291	587,702	SH		SOLE		587,702	0	0
BALL CORP	COM	058498106	12,680	219,148	SH		SOLE		219,148	0	0
BANK AMER CORP	COM	060505104	289,261	10,484,286	SH		SOLE		10,484,286	0	0
BANK NEW YORK MELLON CORP	COM	064058100	16,259	322,400	SH		SOLE		322,400	0	0
BARRICK GOLD CORPORATION	COM	067901108	121,567	8,867,062	SH		SOLE		8,867,062	0	0
BAXTER INTL INC	COM	071813109	48,629	598,063	SH		SOLE		598,063	0	0
BEACON ROOFING SUPPLY INC	COM	073685109	103,123	3,206,552	SH		SOLE		3,206,552	0	0
BECTON DICKINSON & CO	COM	075887109	65,799	263,481	SH		SOLE		263,481	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	465,737	2,318,369	SH		SOLE		2,318,369	0	0
BERRY PETE CORP	COM	08579X101	3,116	270,000	SH		SOLE		270,000	0	0
BEST BUY INC	COM	086516101	20,906	294,200	SH		SOLE		294,200	0	0
BIOGEN INC	COM	09062X103	26,942	113,976	SH		SOLE		113,976	0	0
BIOHAVEN PHARMACTL HLDG CO L	COM	G11196105	34,742	675,000	SH		SOLE		675,000	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	7,462	84,000	SH		SOLE		84,000	0	0
BLACKROCK INC	COM	09247X101	73,157	171,180	SH		SOLE		171,180	0	0
BLOCK H & R INC	COM	093671105	5,999	250,600	SH		SOLE		250,600	0	0
BLUELINX HLDGS INC	COM NEW	09624H208	22,663	850,704	SH		SOLE		850,704	0	0
BOEING CO	COM	097023105	289,199	758,217	SH		SOLE		758,217	0	0
BOOKING HLDGS INC	COM	09857L108	53,394	30,600	SH		SOLE		30,600	0	0
BOSTON PROPERTIES INC	COM	101121101	31,536	235,554	SH		SOLE		235,554	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	105,118	2,738,882	SH		SOLE		2,738,882	0	0
BP PLC	SPONSORED ADR	055622104	5,902	135,000	SH		SOLE		135,000	0	0
BRASKEM S A	SP ADR PFD A	105532105	65,025	2,518,398	SH		SOLE		2,518,398	0	0
BRIGHTHOUSE FINL INC	COM	10922N103	1,797	49,531	SH		SOLE		49,531	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	40,645	851,920	SH		SOLE		851,920	0	0
BROADCOM INC	COM	11135F101	140,439	467,026	SH		SOLE		467,026	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	9,488	91,500	SH		SOLE		91,500	0	0
BROWN FORMAN CORP	CL B	115637209	10,885	206,232	SH		SOLE		206,232	0	0
BRUNSWICK CORP	COM	117043109	70,423	1,399,217	SH		SOLE		1,399,217	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	10,672	800,000	SH		SOLE		800,000	0	0
BUNGE LIMITED	COM	G16962105	100,245	1,888,918	SH		SOLE		1,888,918	0	0
BURLINGTON STORES INC	COM	122017106	280,866	1,792,609	SH		SOLE		1,792,609	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	14,849	170,700	SH		SOLE		170,700	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	26,961	240,808	SH		SOLE		240,808	0	0
CABOT OIL & GAS CORP	COM	127097103	7,619	291,900	SH		SOLE		291,900	0	0
CACI INTL INC	CL A	127190304	26,231	144,108	SH		SOLE		144,108	0	0
CACTUS INC	CL A	127203107	14,596	410,000	SH		SOLE		410,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	6,213	97,827	SH		SOLE		97,827	0	0
CALITHERA BIOSCIENCES INC	COM	13089P101	4,718	700,000	SH		SOLE		700,000	0	0
CALLON PETE CO DEL	COM	13123X102	21,754	2,881,356	SH		SOLE		2,881,356	0	0
CAMECO CORP	COM	13321L108	124,275	10,540,722	SH		SOLE		10,540,722	0	0
CAMPBELL SOUP CO	COM	134429109	8,638	226,546	SH		SOLE		226,546	0	0
CAPITAL ONE FINL CORP	COM	14040H105	47,795	585,082	SH		SOLE		585,082	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	8,272	180,800	SH		SOLE		180,800	0	0
CARDINAL HEALTH INC	COM	14149Y108	17,642	366,400	SH		SOLE		366,400	0	0
CARMAX INC	COM	143130102	7,832	112,200	SH		SOLE		112,200	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	25,426	501,300	SH		SOLE		501,300	0	0
CATERPILLAR INC DEL	COM	149123101	93,096	687,107	SH		SOLE		687,107	0	0
CATHAY GEN BANCORP	COM	149150104	7,019	207,000	SH		SOLE		207,000	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	12,932	135,500	SH		SOLE		135,500	0	0
CBRE GROUP INC	CL A	12504L109	19,018	384,600	SH		SOLE		384,600	0	0
CBS CORP NEW	CL B	124857202	56,267	1,183,825	SH		SOLE		1,183,825	0	0
CELANESE CORP DEL	COM	150870103	42,935	435,400	SH		SOLE		435,400	0	0
CELGENE CORP	COM	151020104	837,612	8,878,651	SH		SOLE		8,878,651	0	0
CELLECTIS S A	SPONSORED ADS	15117K103	11,004	600,000	SH		SOLE		600,000	0	0
CENOVUS ENERGY INC	COM	15135U109	434	50,000	SH		SOLE		50,000	0	0
CENTENE CORP DEL	COM	15135B101	27,494	517,772	SH		SOLE		517,772	0	0
CENTERPOINT ENERGY INC	COM	15189T107	138,868	4,523,400	SH		SOLE		4,523,400	0	0
CENTURYLINK INC	COM	156700106	13,894	1,158,809	SH		SOLE		1,158,809	0	0
CERNER CORP	COM	156782104	19,391	338,949	SH		SOLE		338,949	0	0
CHARTER COMMUNICATIONS INC N	CL A	16119P108	75,412	217,381	SH		SOLE		217,381	0	0
CHEMOURS CO	COM	163851108	30,397	818,009	SH		SOLE		818,009	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	63,355	926,786	SH		SOLE		926,786	0	0
CHEVRON CORP NEW	COM	166764100	244,933	1,988,414	SH		SOLE		1,988,414	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	20,800	29,283	SH		SOLE		29,283	0	0
CHUBB LIMITED	COM	H1467J104	85,480	610,224	SH		SOLE		610,224	0	0
CHURCH & DWIGHT INC	COM	171340102	21,460	301,274	SH		SOLE		301,274	0	0
CIGNA CORP NEW	COM	125523100	76,598	476,298	SH		SOLE		476,298	0	0
CIMAREX ENERGY CO	COM	171798101	93,153	1,332,655	SH		SOLE		1,332,655	0	0
CINTAS CORP	COM	172908105	21,565	106,700	SH		SOLE		106,700	0	0
CISCO SYS INC	COM	17275R102	294,198	5,449,121	SH		SOLE		5,449,121	0	0
CITIGROUP INC	COM NEW	172967424	217,253	3,491,688	SH		SOLE		3,491,688	0	0
CITIZENS FINL GROUP INC	COM	174610105	77,428	2,382,400	SH		SOLE		2,382,400	0	0
CITRIX SYS INC	COM	177376100	9,119	91,500	SH		SOLE		91,500	0	0
CLOROX CO DEL	COM	189054109	25,746	160,453	SH		SOLE		160,453	0	0
CME GROUP INC	COM CL A	12572Q105	73,984	449,531	SH		SOLE		449,531	0	0
COCA COLA CO	COM	191216100	217,847	4,648,882	SH		SOLE		4,648,882	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	40,478	558,700	SH		SOLE		558,700	0	0
COHERENT INC	COM	192479103	8,560	60,400	SH		SOLE		60,400	0	0
COHERUS BIOSCIENCES INC	COM	19249H103	17,050	1,250,000	SH		SOLE		1,250,000	0	0
COLFAX CORP	COM	194014106	22,292	751,066	SH		SOLE		751,066	0	0
COLGATE PALMOLIVE CO	COM	194162103	74,045	1,080,320	SH		SOLE		1,080,320	0	0
COMCAST CORP NEW	CL A	20030N101	250,735	6,271,512	SH		SOLE		6,271,512	0	0
COMERICA INC	COM	200340107	5,493	74,916	SH		SOLE		74,916	0	0
COMTECH TELECOMMUNICATIONS C	COM NEW	205826209	430	18,499	SH		SOLE		18,499	0	0
CONAGRA BRANDS INC	COM	205887102	16,529	595,845	SH		SOLE		595,845	0	0
CONCHO RES INC	COM	20605P101	27,651	249,200	SH		SOLE		249,200	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	36,568	208,567	SH		SOLE		208,567	0	0
CONSTELLIUM NV	CL A	N22035104	12,366	1,549,659	SH		SOLE		1,549,659	0	0
CONTRAFECT CORP	COM	212326102	1,145	2,880,000	SH		SOLE		2,880,000	0	0
COOPER COS INC	COM NEW	216648402	18,360	61,990	SH		SOLE		61,990	0	0
COPART INC	COM	217204106	5,817	96,000	SH		SOLE		96,000	0	0
CORNING INC	COM	219350105	42,677	1,289,321	SH		SOLE		1,289,321	0	0
COSTCO WHSL CORP NEW	COM	22160K105	62,932	259,898	SH		SOLE		259,898	0	0
COTY INC	COM CL A	222070203	6,351	552,244	SH		SOLE		552,244	0	0
CRINETICS PHARMACEUTICALS IN	COM	22663K107	6,600	290,000	SH		SOLE		290,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	66,585	520,194	SH		SOLE		520,194	0	0
CROWN HOLDINGS INC	COM	228368106	164,325	3,011,268	SH		SOLE		3,011,268	0	0
CSX CORP	COM	126408103	72,498	968,968	SH		SOLE		968,968	0	0
CUBIC CORP	COM	229669106	789	14,036	SH		SOLE		14,036	0	0
CUMMINS INC	COM	231021106	34,211	216,704	SH		SOLE		216,704	0	0
CVS HEALTH CORP	COM	126650100	87,581	1,623,974	SH		SOLE		1,623,974	0	0
CYMABAY THERAPEUTICS INC	COM	23257D103	32,204	2,425,000	SH		SOLE		2,425,000	0	0
D R HORTON INC	COM	23331A109	19,060	460,600	SH		SOLE		460,600	0	0
DANAHER CORPORATION	COM	235851102	103,732	785,732	SH		SOLE		785,732	0	0
DARDEN RESTAURANTS INC	COM	237194105	16,843	138,659	SH		SOLE		138,659	0	0
DAVITA INC	COM	23918K108	2,994	55,150	SH		SOLE		55,150	0	0
DBV TECHNOLOGIES S A	SPONSORED ADR	23306J101	386	50,000	SH		SOLE		50,000	0	0
DEERE & CO	COM	244199105	22,014	137,727	SH		SOLE		137,727	0	0
DELL TECHNOLOGIES INC	CL C	24703L202	6,909	117,724	SH		SOLE		117,724	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	40,212	778,549	SH		SOLE		778,549	0	0
DENTSPLY SIRONA INC	COM	24906P109	53,374	1,076,300	SH		SOLE		1,076,300	0	0
DERMIRA INC	COM	24983L104	17,276	1,275,000	SH		SOLE		1,275,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	16,389	519,300	SH		SOLE		519,300	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	32,888	323,920	SH		SOLE		323,920	0	0
DICERNA PHARMACEUTICALS INC	COM	253031108	44,683	3,050,000	SH		SOLE		3,050,000	0	0
DIGITAL RLTY TR INC	COM	253868103	30,952	260,100	SH		SOLE		260,100	0	0
DISCOVER FINL SVCS	COM	254709108	28,255	397,058	SH		SOLE		397,058	0	0
DISCOVERY INC	COM SER A	25470F104	5,248	194,212	SH		SOLE		194,212	0	0
DISCOVERY INC	COM SER C	25470F302	11,345	446,286	SH		SOLE		446,286	0	0
DISH NETWORK CORP	CL A	25470M109	9,040	285,261	SH		SOLE		285,261	0	0
DISNEY WALT CO	COM DISNEY	254687106	248,550	2,238,580	SH		SOLE		2,238,580	0	0
DOLLAR TREE INC	COM	256746108	30,280	288,273	SH		SOLE		288,273	0	0
DOMINION ENERGY INC	COM	25746U109	55,020	717,715	SH		SOLE		717,715	0	0
DOVER CORP	COM	260003108	31,354	334,265	SH		SOLE		334,265	0	0
DOWDUPONT INC	COM	26078J100	368,454	6,911,540	SH		SOLE		6,911,540	0	0
DTE ENERGY CO	COM	233331107	28,241	226,400	SH		SOLE		226,400	0	0
DUKE REALTY CORP	COM NEW	264411505	13,755	449,800	SH		SOLE		449,800	0	0
DXC TECHNOLOGY CO	COM	23355L106	32,289	502,076	SH		SOLE		502,076	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	16,642	358,441	SH		SOLE		358,441	0	0
EAGLE MATERIALS INC	COM	26969P108	78,089	926,326	SH		SOLE		926,326	0	0
EAST WEST BANCORP INC	COM	27579R104	40,679	848,000	SH		SOLE		848,000	0	0
EBAY INC	COM	278642103	40,111	1,080,000	SH		SOLE		1,080,000	0	0
EDISON INTL	COM	281020107	55,727	899,984	SH		SOLE		899,984	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	70,993	371,050	SH		SOLE		371,050	0	0
EIGER BIOPHARMACEUTICALS INC	COM	28249U105	24,815	1,775,000	SH		SOLE		1,775,000	0	0
ELASTIC N V	ORD SHS	N14506104	1,198	15,000	SH		SOLE		15,000	0	0
ELECTRONIC ARTS INC	COM	285512109	37,867	372,600	SH		SOLE		372,600	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	7,575	750,000	SH		SOLE		750,000	0	0
EMBRAER S A	SPONSORED ADS	29082A107	11,966	629,466	SH		SOLE		629,466	0	0
EMERSON ELEC CO	COM	291011104	219,773	3,209,777	SH		SOLE		3,209,777	0	0
ENCANA CORP	COM	292505104	29,591	4,087,218	SH		SOLE		4,087,218	0	0
ENTERGY CORP NEW	COM	29364G103	169,169	1,769,000	SH		SOLE		1,769,000	0	0
EOG RES INC	COM	26875P101	43,354	455,500	SH		SOLE		455,500	0	0
EPAM SYS INC	COM	29414B104	5,920	35,000	SH		SOLE		35,000	0	0
EQT CORP	COM	26884L109	11,924	574,940	SH		SOLE		574,940	0	0
EQUIFAX INC	COM	294429105	17,455	147,300	SH		SOLE		147,300	0	0
EQUINIX INC	COM	29444U700	82,342	181,706	SH		SOLE		181,706	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	35,019	464,933	SH		SOLE		464,933	0	0
ESSEX PPTY TR INC	COM	297178105	23,718	82,000	SH		SOLE		82,000	0	0
EVEREST RE GROUP LTD	COM	G3223R108	10,884	50,399	SH		SOLE		50,399	0	0
EVERGY INC	COM	30034W106	87,271	1,503,370	SH		SOLE		1,503,370	0	0
EVERQUOTE INC	COM CL A	30041R108	2,604	350,000	SH		SOLE		350,000	0	0
EVO PMTS INC	CL A COM	26927E104	12,012	413,481	SH		SOLE		413,481	0	0
EXACT SCIENCES CORP	COM	30063P105	4,331	50,000	SH		SOLE		50,000	0	0
EXELON CORP	COM	30161N101	131,316	2,619,500	SH		SOLE		2,619,500	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	17,517	147,200	SH		SOLE		147,200	0	0
EXPEDITORS INTL WASH INC	COM	302130109	16,030	211,200	SH		SOLE		211,200	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	16,244	159,400	SH		SOLE		159,400	0	0
EXXON MOBIL CORP	COM	30231G102	121,086	1,498,592	SH		SOLE		1,498,592	0	0
F5 NETWORKS INC	COM	315616102	9,039	57,600	SH		SOLE		57,600	0	0
FACEBOOK INC	CL A	30303M102	498,676	2,991,635	SH		SOLE		2,991,635	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	12,544	91,000	SH		SOLE		91,000	0	0
FEDEX CORP	COM	31428X106	54,460	300,204	SH		SOLE		300,204	0	0
FERROGLOBE PLC	SHS	G33856108	29,195	14,241,392	SH		SOLE		14,241,392	0	0
FIBROGEN INC	COM	31572Q808	57,068	1,050,000	SH		SOLE		1,050,000	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	79,648	704,224	SH		SOLE		704,224	0	0
FIFTH THIRD BANCORP	COM	316773100	28,998	1,149,800	SH		SOLE		1,149,800	0	0
FIRST DATA CORP NEW	COM CL A	32008D106	42,032	1,600,000	SH		SOLE		1,600,000	0	0
FIRST HAWAIIAN INC	COM	32051X108	35,847	1,376,100	SH		SOLE		1,376,100	0	0
FIRST HORIZON NATL CORP	COM	320517105	4,753	340,000	SH		SOLE		340,000	0	0
FIRSTENERGY CORP	COM	337932107	110,853	2,664,100	SH		SOLE		2,664,100	0	0
FISERV INC	COM	337738108	12,890	146,010	SH		SOLE		146,010	0	0
FIVE PRIME THERAPEUTICS INC	COM	33830X104	15,410	1,150,000	SH		SOLE		1,150,000	0	0
FLEETCOR TECHNOLOGIES INC	COM	339041105	27,717	112,400	SH		SOLE		112,400	0	0
FLUOR CORP NEW	COM	343412102	6,120	166,292	SH		SOLE		166,292	0	0
FORD MTR CO DEL	COM	345370860	42,041	4,788,300	SH		SOLE		4,788,300	0	0
FORTINET INC	COM	34959E109	14,923	177,718	SH		SOLE		177,718	0	0
FORTIVE CORP	COM	34959J108	145,931	1,739,553	SH		SOLE		1,739,553	0	0
FORTRESS BIOTECH INC	COM	34960Q109	89	50,000	SH		SOLE		50,000	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	80,504	1,690,915	SH		SOLE		1,690,915	0	0
FORTY SEVEN INC	COM	34983P104	312	19,324	SH		SOLE		19,324	0	0
FOX CORP	CL A COM	35137L105	16,220	441,830	SH		SOLE		441,830	0	0
FOX CORP	CL B COM	35137L204	27,132	756,189	SH		SOLE		756,189	0	0
FRANKLIN RES INC	COM	354613101	12,461	376,000	SH		SOLE		376,000	0	0
FRANKS INTL N V	COM	N33462107	6,091	980,846	SH		SOLE		980,846	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	60,449	4,689,600	SH		SOLE		4,689,600	0	0
FTS INTERNATIONAL INC	COM	30283W104	7,650	765,000	SH		SOLE		765,000	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	47,649	610,100	SH		SOLE		610,100	0	0
GARDNER DENVER HLDGS INC	COM	36555P107	94,809	3,409,157	SH		SOLE		3,409,157	0	0
GARMIN LTD	SHS	H2906T109	10,536	122,012	SH		SOLE		122,012	0	0
GARRETT MOTION INC	COM	366505105	411	27,919	SH		SOLE		27,919	0	0
GARTNER INC	COM	366651107	13,113	86,450	SH		SOLE		86,450	0	0
GCP APPLIED TECHNOLOGIES INC	COM	36164Y101	22,448	758,391	SH		SOLE		758,391	0	0
GDS HLDGS LTD	SPONSORED ADS	36165L108	16,673	467,171	SH		SOLE		467,171	0	0
GENERAL DYNAMICS CORP	COM	369550108	154,887	914,976	SH		SOLE		914,976	0	0
GENERAL MLS INC	COM	370334104	38,429	742,596	SH		SOLE		742,596	0	0
GENERAL MTRS CO	COM	37045V100	17,172	462,866	SH		SOLE		462,866	0	0
GENERAL MTRS CO	*W EXP 07/10/201	37045V126	1,458	75,000	SH		SOLE		75,000	0	0
GENTEX CORP	COM	371901109	92,087	4,452,970	SH		SOLE		4,452,970	0	0
GENUINE PARTS CO	COM	372460105	6,251	55,800	SH		SOLE		55,800	0	0
GILEAD SCIENCES INC	COM	375558103	82,857	1,274,525	SH		SOLE		1,274,525	0	0
GLOBAL PMTS INC	COM	37940X102	47,526	348,122	SH		SOLE		348,122	0	0
GLOBANT S A	COM	L44385109	2,142	30,000	SH		SOLE		30,000	0	0
GMS INC	COM	36251C103	33,624	2,223,820	SH		SOLE		2,223,820	0	0
GODADDY INC	CL A	380237107	20,677	275,000	SH		SOLE		275,000	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	78,140	407,000	SH		SOLE		407,000	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	76,709	4,226,411	SH		SOLE		4,226,411	0	0
GRAINGER W W INC	COM	384802104	16,863	56,035	SH		SOLE		56,035	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	14,120	218,232	SH		SOLE		218,232	0	0
GS ACQUISITION HLDGS CORP	UNIT 06/12/2023	36255F201	28,323	2,700,000	SH		SOLE		2,700,000	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	2,415	150,000	SH		SOLE		150,000	0	0
HANESBRANDS INC	COM	410345102	7,907	442,240	SH		SOLE		442,240	0	0
HARLEY DAVIDSON INC	COM	412822108	7,235	202,900	SH		SOLE		202,900	0	0
HARSCO CORP	COM	415864107	35,874	1,779,453	SH		SOLE		1,779,453	0	0
HARTFORD FINL SVCS GROUP INC	*W EXP 06/26/201	416515120	18,192	400,000	SH		SOLE		400,000	0	0
HASBRO INC	COM	418056107	12,147	142,872	SH		SOLE		142,872	0	0
HCA HEALTHCARE INC	COM	40412C101	43,573	334,200	SH		SOLE		334,200	0	0
HCP INC	COM	40414L109	18,343	586,043	SH		SOLE		586,043	0	0
HENRY SCHEIN INC	COM	806407102	3,378	56,200	SH		SOLE		56,200	0	0
HERSHEY CO	COM	427866108	19,634	170,985	SH		SOLE		170,985	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	19,882	1,288,536	SH		SOLE		1,288,536	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	30,593	368,100	SH		SOLE		368,100	0	0
HOLLYFRONTIER CORP	COM	436106108	9,632	195,500	SH		SOLE		195,500	0	0
HOLOGIC INC	COM	436440101	8,945	184,810	SH		SOLE		184,810	0	0
HOME DEPOT INC	COM	437076102	231,382	1,205,805	SH		SOLE		1,205,805	0	0
HONEYWELL INTL INC	COM	438516106	451,242	2,839,426	SH		SOLE		2,839,426	0	0
HORIZON PHARMA PLC	SHS	G4617B105	26,430	1,000,000	SH		SOLE		1,000,000	0	0
HORMEL FOODS CORP	COM	440452100	14,804	330,746	SH		SOLE		330,746	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	17,455	923,533	SH		SOLE		923,533	0	0
HP INC	COM	40434L105	33,881	1,743,736	SH		SOLE		1,743,736	0	0
HUMANA INC	COM	444859102	45,249	170,110	SH		SOLE		170,110	0	0
HUNT J B TRANS SVCS INC	COM	445658107	10,787	106,500	SH		SOLE		106,500	0	0
HUNTINGTON BANCSHARES INC	COM	446150104	3,640	287,100	SH		SOLE		287,100	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	96,881	467,573	SH		SOLE		467,573	0	0
HUNTSMAN CORP	COM	447011107	2,419	107,543	SH		SOLE		107,543	0	0
IDEXX LABS INC	COM	45168D104	37,386	167,200	SH		SOLE		167,200	0	0
IHS MARKIT LTD	SHS	G47567105	40,397	742,857	SH		SOLE		742,857	0	0
ILLUMINA INC	COM	452327109	57,313	184,470	SH		SOLE		184,470	0	0
INCYTE CORP	COM	45337C102	11,551	134,297	SH		SOLE		134,297	0	0
INDEPENDENCE CONTRACT DRIL I	COM	453415309	6,866	2,478,693	SH		SOLE		2,478,693	0	0
INFLARX NV	COM	N44821101	85,857	2,271,959	SH		SOLE		2,271,959	0	0
INFRAREIT INC	COM	45685L100	20,970	1,000,000	SH		SOLE		1,000,000	0	0
INGERSOLL-RAND PLC	SHS	G47791101	62,931	582,963	SH		SOLE		582,963	0	0
INPHI CORP	COM	45772F107	14,597	333,716	SH		SOLE		333,716	0	0
INSMED INC	COM PAR $.01	457669307	12,965	446,000	SH		SOLE		446,000	0	0
INTEC PHARMA LTD JERUSALEM	SHS	M53644106	12,461	1,700,000	SH		SOLE		1,700,000	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	19,502	350,000	SH		SOLE		350,000	0	0
INTEL CORP	COM	458140100	284,416	5,296,380	SH		SOLE		5,296,380	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	56,489	505,000	SH		SOLE		505,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	54,013	709,390	SH		SOLE		709,390	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	174,737	1,238,390	SH		SOLE		1,238,390	0	0
INTERNATIONAL FLAVORS&FRAGRA	COM	459506101	3,027	23,500	SH		SOLE		23,500	0	0
INTERSECT ENT INC	COM	46071F103	3,215	100,000	SH		SOLE		100,000	0	0
INTL PAPER CO	COM	460146103	4,687	101,292	SH		SOLE		101,292	0	0
INTUIT	COM	461202103	85,664	327,700	SH		SOLE		327,700	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	104,776	183,631	SH		SOLE		183,631	0	0
INVESCO LTD	SHS	G491BT108	5,035	260,769	SH		SOLE		260,769	0	0
IPG PHOTONICS CORP	COM	44980X109	6,754	44,500	SH		SOLE		44,500	0	0
IQVIA HLDGS INC	COM	46266C105	28,367	197,200	SH		SOLE		197,200	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	8,995	120,000	SH		SOLE		120,000	0	0
IRON MTN INC NEW	COM	46284V101	12,345	348,152	SH		SOLE		348,152	0	0
IRONWOOD PHARMACEUTICALS INC	COM CL A	46333X108	25,369	1,875,000	SH		SOLE		1,875,000	0	0
ITT INC	COM	45073V108	136,138	2,347,201	SH		SOLE		2,347,201	0	0
JABIL INC	COM	466313103	24,508	921,700	SH		SOLE		921,700	0	0
JACOBS ENGR GROUP INC	COM	469814107	10,865	144,501	SH		SOLE		144,501	0	0
JAGGED PEAK ENERGY INC	COM	47009K107	10,208	975,000	SH		SOLE		975,000	0	0
JEFFERIES FINL GROUP INC	COM	47233W109	6,201	330,000	SH		SOLE		330,000	0	0
JETBLUE AWYS CORP	COM	477143101	3,486	213,074	SH		SOLE		213,074	0	0
JOHNSON & JOHNSON	COM	478160104	386,289	2,763,355	SH		SOLE		2,763,355	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	63,474	1,718,295	SH		SOLE		1,718,295	0	0
JPMORGAN CHASE & CO	COM	46625H100	384,331	3,796,607	SH		SOLE		3,796,607	0	0
JUNIPER NETWORKS INC	COM	48203R104	9,939	375,500	SH		SOLE		375,500	0	0
KALVISTA PHARMACEUTICALS INC	COM	483497103	19,032	665,000	SH		SOLE		665,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	14,602	125,900	SH		SOLE		125,900	0	0
KAR AUCTION SVCS INC	COM	48238T109	5,131	100,000	SH		SOLE		100,000	0	0
KELLOGG CO	COM	487836108	17,767	309,637	SH		SOLE		309,637	0	0
KENNAMETAL INC	COM	489170100	19,481	530,097	SH		SOLE		530,097	0	0
KEYCORP NEW	COM	493267108	11,650	739,703	SH		SOLE		739,703	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	31,124	356,925	SH		SOLE		356,925	0	0
KILROY RLTY CORP	COM	49427F108	8,807	115,946	SH		SOLE		115,946	0	0
KIMBERLY CLARK CORP	COM	494368103	19,010	153,433	SH		SOLE		153,433	0	0
KIMCO RLTY CORP	COM	49446R109	9,645	521,363	SH		SOLE		521,363	0	0
KINDRED BIOSCIENCES INC	COM	494577109	15,131	1,650,000	SH		SOLE		1,650,000	0	0
KLA-TENCOR CORP	COM	482480100	32,706	273,900	SH		SOLE		273,900	0	0
KNOLL INC	COM NEW	498904200	15,894	840,508	SH		SOLE		840,508	0	0
KOSMOS ENERGY LTD	COM	500688106	3,738	600,000	SH		SOLE		600,000	0	0
KRAFT HEINZ CO	COM	500754106	25,125	769,532	SH		SOLE		769,532	0	0
KURA ONCOLOGY INC	COM	50127T109	830	50,000	SH		SOLE		50,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	18,908	123,600	SH		SOLE		123,600	0	0
LAM RESEARCH CORP	COM	512807108	111,645	623,678	SH		SOLE		623,678	0	0
LAMB WESTON HLDGS INC	COM	513272104	13,459	179,600	SH		SOLE		179,600	0	0
LAUDER ESTEE COS INC	CL A	518439104	45,159	272,784	SH		SOLE		272,784	0	0
LEAR CORP	COM NEW	521865204	47,499	350,000	SH		SOLE		350,000	0	0
LENNAR CORP	CL A	526057104	20,682	421,317	SH		SOLE		421,317	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	37,202	1,061,400	SH		SOLE		1,061,400	0	0
LIBERTY OILFIELD SVCS INC	COM CL A	53115L104	7,695	500,000	SH		SOLE		500,000	0	0
LILLY ELI & CO	COM	532457108	140,155	1,080,106	SH		SOLE		1,080,106	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	18,242	217,500	SH		SOLE		217,500	0	0
LINCOLN NATL CORP IND	COM	534187109	3,367	57,361	SH		SOLE		57,361	0	0
LINDE PLC	COM	G5494J103	121,329	689,644	SH		SOLE		689,644	0	0
LKQ CORP	COM	501889208	11,011	388,000	SH		SOLE		388,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	168,969	562,929	SH		SOLE		562,929	0	0
LOEWS CORP	COM	540424108	6,292	131,277	SH		SOLE		131,277	0	0
LOGICBIO THERAPEUTICS INC	COM	54142F102	8,991	910,000	SH		SOLE		910,000	0	0
LOUISIANA PAC CORP	COM	546347105	84,589	3,469,623	SH		SOLE		3,469,623	0	0
LOWES COS INC	COM	548661107	110,197	1,006,643	SH		SOLE		1,006,643	0	0
LUXOFT HLDG INC	ORD SHS CL A	G57279104	25,263	430,300	SH		SOLE		430,300	0	0
LYFT INC	CL A COM	55087P104	26,227	335,000	SH		SOLE		335,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	32,043	381,100	SH		SOLE		381,100	0	0
MACERICH CO	COM	554382101	4,059	93,622	SH		SOLE		93,622	0	0
MADRIGAL PHARMACEUTICALS INC	COM	558868105	4,015	32,050	SH		SOLE		32,050	0	0
MAGNOLIA OIL & GAS CORP	*W EXP 07/31/202	559663117	145	42,628	SH		SOLE		42,628	0	0
MARATHON PETE CORP	COM	56585A102	59,333	991,360	SH		SOLE		991,360	0	0
MARRIOTT INTL INC NEW	CL A	571903202	43,822	350,325	SH		SOLE		350,325	0	0
MARSH & MCLENNAN COS INC	COM	571748102	79,693	848,704	SH		SOLE		848,704	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	137,319	682,566	SH		SOLE		682,566	0	0
MARVELL TECHNOLOGY GROUP LTD	ORD	G5876H105	46,968	2,361,367	SH		SOLE		2,361,367	0	0
MASCO CORP	COM	574599106	38,540	980,400	SH		SOLE		980,400	0	0
MASTERCARD INC	CL A	57636Q104	342,111	1,453,010	SH		SOLE		1,453,010	0	0
MATTEL INC	COM	577081102	5,394	414,942	SH		SOLE		414,942	0	0
MAXIM INTEGRATED PRODS INC	COM	57772K101	11,575	217,700	SH		SOLE		217,700	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	23,109	153,415	SH		SOLE		153,415	0	0
MCDONALDS CORP	COM	580135101	178,166	938,209	SH		SOLE		938,209	0	0
MCKESSON CORP	COM	58155Q103	28,406	242,660	SH		SOLE		242,660	0	0
MEDTRONIC PLC	SHS	G5960L103	130,910	1,437,304	SH		SOLE		1,437,304	0	0
MEIRAGTX HOLDINGS PLC	COM	G59665102	3,015	175,000	SH		SOLE		175,000	0	0
MELLANOX TECHNOLOGIES LTD	SHS	M51363113	23,672	200,000	SH		SOLE		200,000	0	0
MERCK & CO INC	COM	58933Y105	352,990	4,244,193	SH		SOLE		4,244,193	0	0
METLIFE INC	COM	59156R108	7,104	166,876	SH		SOLE		166,876	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	15,968	622,300	SH		SOLE		622,300	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	7,911	95,356	SH		SOLE		95,356	0	0
MICRON TECHNOLOGY INC	COM	595112103	60,256	1,457,930	SH		SOLE		1,457,930	0	0
MICROSOFT CORP	COM	594918104	1,135,898	9,631,155	SH		SOLE		9,631,155	0	0
MID AMER APT CMNTYS INC	COM	59522J103	15,344	140,350	SH		SOLE		140,350	0	0
MOLSON COORS BREWING CO	CL B	60871R209	13,865	232,436	SH		SOLE		232,436	0	0
MONDELEZ INTL INC	CL A	609207105	90,041	1,803,697	SH		SOLE		1,803,697	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	26,966	494,061	SH		SOLE		494,061	0	0
MOODYS CORP	COM	615369105	34,198	188,845	SH		SOLE		188,845	0	0
MOOG INC	CL A	615394202	657	7,553	SH		SOLE		7,553	0	0
MORGAN STANLEY	COM NEW	617446448	169,201	4,009,500	SH		SOLE		4,009,500	0	0
MOSAIC CO NEW	COM	61945C103	223,156	8,171,205	SH		SOLE		8,171,205	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	56,642	403,376	SH		SOLE		403,376	0	0
MSCI INC	COM	55354G100	20,998	105,600	SH		SOLE		105,600	0	0
MYLAN N V	SHS EURO	N59465109	17,202	606,996	SH		SOLE		606,996	0	0
MYOVANT SCIENCES LTD	COM	G637AM102	10,145	425,000	SH		SOLE		425,000	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	258	75,000	SH		SOLE		75,000	0	0
NASDAQ INC	COM	631103108	12,711	145,280	SH		SOLE		145,280	0	0
NATIONAL VISION HLDGS INC	COM	63845R107	197,719	6,290,758	SH		SOLE		6,290,758	0	0
NETAPP INC	COM	64110D104	18,112	261,200	SH	��	SOLE		261,200	0	0
NETFLIX INC	COM	64110L106	230,565	646,637	SH		SOLE		646,637	0	0
NEVRO CORP	COM	64157F103	43,757	700,000	SH		SOLE		700,000	0	0
NEW YORK CMNTY BANCORP INC	COM	649445103	29,330	2,535,000	SH		SOLE		2,535,000	0	0
NEWELL BRANDS INC	COM	651229106	7,471	487,000	SH		SOLE		487,000	0	0
NEWMONT MNG CORP	COM	651639106	23,429	655,000	SH		SOLE		655,000	0	0
NEWS CORP NEW	CL A	65249B109	5,809	466,974	SH		SOLE		466,974	0	0
NEWS CORP NEW	CL B	65249B208	1,884	150,831	SH		SOLE		150,831	0	0
NEXTERA ENERGY INC	COM	65339F101	115,034	595,043	SH		SOLE		595,043	0	0
NIELSEN HLDGS PLC	SHS EUR	G6518L108	10,573	446,691	SH		SOLE		446,691	0	0
NIKE INC	CL B	654106103	90,849	1,078,838	SH		SOLE		1,078,838	0	0
NINE ENERGY SVC INC	COM	65441V101	20,527	906,282	SH		SOLE		906,282	0	0
NOBLE ENERGY INC	COM	655044105	363,281	14,689,878	SH		SOLE		14,689,878	0	0
NORFOLK SOUTHERN CORP	COM	655844108	62,591	334,906	SH		SOLE		334,906	0	0
NORTHERN TR CORP	COM	665859104	28,732	317,800	SH		SOLE		317,800	0	0
NORTHROP GRUMMAN CORP	COM	666807102	62,868	233,191	SH		SOLE		233,191	0	0
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	14,812	269,500	SH		SOLE		269,500	0	0
NOVA MEASURING INSTRUMENTS L	COM	M7516K103	35,219	1,398,690	SH		SOLE		1,398,690	0	0
NOVARTIS A G	SPONSORED ADR	66987V109	9,614	100,000	SH		SOLE		100,000	0	0
NOVO-NORDISK A S	ADR	670100205	36,094	690,000	SH		SOLE		690,000	0	0
NRG ENERGY INC	COM NEW	629377508	104,948	2,470,520	SH		SOLE		2,470,520	0	0
NUCOR CORP	COM	670346105	22,509	385,762	SH		SOLE		385,762	0	0
NUTRIEN LTD	COM	67077M108	101,641	1,926,471	SH		SOLE		1,926,471	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	93,233	3,455,623	SH		SOLE		3,455,623	0	0
NVIDIA CORP	COM	67066G104	143,734	800,481	SH		SOLE		800,481	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	15,937	180,300	SH		SOLE		180,300	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	38,092	98,100	SH		SOLE		98,100	0	0
OGE ENERGY CORP	COM	670837103	32,340	750,000	SH		SOLE		750,000	0	0
OKTA INC	CL A	679295105	4,550	55,000	SH		SOLE		55,000	0	0
OLIN CORP	COM PAR $1	680665205	200,070	8,646,082	SH		SOLE		8,646,082	0	0
ONEMAIN HLDGS INC	COM	68268W103	18,647	587,314	SH		SOLE		587,314	0	0
ORACLE CORP	COM	68389X105	164,481	3,062,397	SH		SOLE		3,062,397	0	0
ORBCOMM INC	COM	68555P100	53,290	7,859,936	SH		SOLE		7,859,936	0	0
ORCHARD THERAPEUTICS PLC	ADS	68570P101	19,217	1,074,800	SH		SOLE		1,074,800	0	0
OSHKOSH CORP	COM	688239201	18,724	249,228	SH		SOLE		249,228	0	0
OWENS CORNING NEW	COM	690742101	198,753	4,218,022	SH		SOLE		4,218,022	0	0
PACKAGING CORP AMER	COM	695156109	10,952	110,200	SH		SOLE		110,200	0	0
PARKER HANNIFIN CORP	COM	701094104	7,404	43,142	SH		SOLE		43,142	0	0
PARSLEY ENERGY INC	CL A	701877102	198,581	10,289,177	SH		SOLE		10,289,177	0	0
PAYCHEX INC	COM	704326107	11,881	148,146	SH		SOLE		148,146	0	0
PAYLOCITY HLDG CORP	COM	70438V106	4,014	45,000	SH		SOLE		45,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	141,939	1,366,900	SH		SOLE		1,366,900	0	0
PEPSICO INC	COM	713448108	215,661	1,759,779	SH		SOLE		1,759,779	0	0
PERRIGO CO PLC	SHS	G97822103	5,422	112,591	SH		SOLE		112,591	0	0
PFIZER INC	COM	717081103	324,520	7,641,158	SH		SOLE		7,641,158	0	0
PHILIP MORRIS INTL INC	COM	718172109	171,941	1,945,254	SH		SOLE		1,945,254	0	0
PHILLIPS 66	COM	718546104	50,174	527,201	SH		SOLE		527,201	0	0
PINNACLE WEST CAP CORP	COM	723484101	74,800	782,594	SH		SOLE		782,594	0	0
PIONEER NAT RES CO	COM	723787107	216,908	1,424,400	SH		SOLE		1,424,400	0	0
PNC FINL SVCS GROUP INC	COM	693475105	104,283	850,177	SH		SOLE		850,177	0	0
PORTOLA PHARMACEUTICALS INC	COM	737010108	17,350	500,000	SH		SOLE		500,000	0	0
PPG INDS INC	COM	693506107	33,369	295,637	SH		SOLE		295,637	0	0
PPL CORP	COM	69351T106	28,649	902,620	SH		SOLE		902,620	0	0
PRECISION BIOSCIENCES INC	COM	74019P108	16,178	901,277	SH		SOLE		901,277	0	0
PRICE T ROWE GROUP INC	COM	74144T108	19,707	196,830	SH		SOLE		196,830	0	0
PRINCIPIA BIOPHARMA INC	COM	74257L108	23,800	700,000	SH		SOLE		700,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	325,726	3,130,473	SH		SOLE		3,130,473	0	0
PROGRESSIVE CORP OHIO	COM	743315103	81,022	1,123,904	SH		SOLE		1,123,904	0	0
PROLOGIS INC	COM	74340W103	56,785	789,229	SH		SOLE		789,229	0	0
PROPETRO HLDG CORP	COM	74347M108	34,254	1,519,687	SH		SOLE		1,519,687	0	0
PROQR THRAPEUTICS N V	SHS EURO	N71542109	51,811	3,735,507	SH		SOLE		3,735,507	0	0
PRUDENTIAL FINL INC	COM	744320102	33,227	361,637	SH		SOLE		361,637	0	0
PUBLIC STORAGE	COM	74460D109	41,072	188,592	SH		SOLE		188,592	0	0
PUBLIC SVC ENTERPRISE GRP IN	COM	744573106	146,276	2,462,144	SH		SOLE		2,462,144	0	0
PULTE GROUP INC	COM	745867101	8,855	316,700	SH		SOLE		316,700	0	0
PVH CORP	COM	693656100	155,352	1,273,900	SH		SOLE		1,273,900	0	0
QORVO INC	COM	74736K101	8,936	124,578	SH		SOLE		124,578	0	0
QUALCOMM INC	COM	747525103	86,416	1,515,264	SH		SOLE		1,515,264	0	0
QUANTA SVCS INC	COM	74762E102	6,536	173,193	SH		SOLE		173,193	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	3,021	33,600	SH		SOLE		33,600	0	0
RA PHARMACEUTICALS INC	COM	74933V108	7,840	350,000	SH		SOLE		350,000	0	0
RALPH LAUREN CORP	CL A	751212101	8,766	67,600	SH		SOLE		67,600	0	0
RANGE RES CORP	COM	75281A109	18,546	1,650,000	SH		SOLE		1,650,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	17,964	223,400	SH		SOLE		223,400	0	0
RAYONIER ADVANCED MATLS INC	COM	75508B104	16,950	1,250,000	SH		SOLE		1,250,000	0	0
REALTY INCOME CORP	COM	756109104	27,975	380,300	SH		SOLE		380,300	0	0
RED HAT INC	COM	756577102	93,890	513,900	SH		SOLE		513,900	0	0
REGALWOOD GLOBAL ENERGY LTD	COM CL A	G74760102	20,200	1,999,998	SH		SOLE		1,999,998	0	0
REGALWOOD GLOBAL ENERGY LTD	*W EXP 12/05/202	G74760128	647	666,666	SH		SOLE		666,666	0	0
REGENCY CTRS CORP	COM	758849103	13,795	204,400	SH		SOLE		204,400	0	0
REGIONS FINL CORP NEW	COM	7591EP100	21,730	1,535,700	SH		SOLE		1,535,700	0	0
RESIDEO TECHNOLOGIES INC	COM	76118Y104	4,697	243,492	SH		SOLE		243,492	0	0
RESMED INC	COM	761152107	18,720	180,048	SH		SOLE		180,048	0	0
RHYTHM PHARMACEUTICALS INC	COM	76243J105	685	25,000	SH		SOLE		25,000	0	0
RITE AID CORP	COM	767754104	3,825	6,023,468	SH		SOLE		6,023,468	0	0
ROBERT HALF INTL INC	COM	770323103	9,526	146,200	SH		SOLE		146,200	0	0
ROCKET PHARMACEUTICALS INC	COM	77313F106	42,096	2,400,000	SH		SOLE		2,400,000	0	0
ROCKWELL AUTOMATION INC	COM	773903109	716	4,082	SH		SOLE		4,082	0	0
ROLLINS INC	COM	775711104	7,875	189,200	SH		SOLE		189,200	0	0
ROSS STORES INC	COM	778296103	228,393	2,453,203	SH		SOLE		2,453,203	0	0
ROYAL CARIBBEAN CRUISES LTD	COM	V7780T103	24,620	214,800	SH		SOLE		214,800	0	0
ROYAL DUTCH SHELL PLC	SPONS ADR A	780259206	13,144	210,000	SH		SOLE		210,000	0	0
S&P GLOBAL INC	COM	78409V104	65,772	312,382	SH		SOLE		312,382	0	0
SAGE THERAPEUTICS INC	COM	78667J108	3,181	20,000	SH		SOLE		20,000	0	0
SALESFORCE COM INC	COM	79466L302	167,591	1,058,223	SH		SOLE		1,058,223	0	0
SANOFI	RIGHT 12/31/2020	80105N113	277	614,455	SH		SOLE		614,455	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	196,664	1,650,000	SH		SOLE		1,650,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	28,072	140,600	SH		SOLE		140,600	0	0
SCHLUMBERGER LTD	COM	806857108	62,156	1,426,567	SH		SOLE		1,426,567	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	25,600	332,678	SH		SOLE		332,678	0	0
SEAGATE TECHNOLOGY PLC	SHS	G7945M107	14,434	301,400	SH		SOLE		301,400	0	0
SELECT ENERGY SVCS INC	CL A COM	81617J301	23,985	1,995,388	SH		SOLE		1,995,388	0	0
SEMPRA ENERGY	COM	816851109	42,796	340,026	SH		SOLE		340,026	0	0
SEMTECH CORP	COM	816850101	9,978	196,000	SH		SOLE		196,000	0	0
SENTINEL ENERGY SVCS INC	CL A	81728P105	15,060	1,500,000	SH		SOLE		1,500,000	0	0
SENTINEL ENERGY SVCS INC	*W EXP 11/02/202	81728P113	227	333,334	SH		SOLE		333,334	0	0
SHERWIN WILLIAMS CO	COM	824348106	139,314	323,452	SH		SOLE		323,452	0	0
SHOCKWAVE MED INC	COM	82489T104	6,694	200,000	SH		SOLE		200,000	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	17,289	135,000	SH		SOLE		135,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	70,472	386,763	SH		SOLE		386,763	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	14,958	181,350	SH		SOLE		181,350	0	0
SL GREEN RLTY CORP	COM	78440X101	3,449	38,357	SH		SOLE		38,357	0	0
SMUCKER J M CO	COM NEW	832696405	16,115	138,327	SH		SOLE		138,327	0	0
SOLARIS OILFIELD INFRSTR INC	COM CL A	83418M103	23,597	1,435,367	SH		SOLE		1,435,367	0	0
SONOS INC	COM	83570H108	2,573	250,000	SH		SOLE		250,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	8,018	250,000	SH		SOLE		250,000	0	0
SOUTHWEST AIRLS CO	COM	844741108	34,820	670,777	SH		SOLE		670,777	0	0
SOUTHWEST GAS HOLDINGS INC	COM	844895102	58,669	713,218	SH		SOLE		713,218	0	0
SPARK ENERGY INC	CL A COM	846511103	120	13,474	SH		SOLE		13,474	0	0
SPARK THERAPEUTICS INC	COM	84652J103	62,634	550,000	SH		SOLE		550,000	0	0
SPARTAN ENERGY ACQUISITON CO	CL A COM STK	846784106	46,707	4,752,000	SH		SOLE		4,752,000	0	0
SPARTAN ENERGY ACQUISITON CO	*W EXP 08/27/202	846784122	1,742	1,584,000	SH		SOLE		1,584,000	0	0
SPLUNK INC	COM	848637104	3,738	30,000	SH		SOLE		30,000	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	22,902	165,000	SH		SOLE		165,000	0	0
SPRING BK PHARMACEUTICALS IN	COM	849431101	10,490	1,000,000	SH		SOLE		1,000,000	0	0
SRC ENERGY INC	COM	78470V108	3,328	650,000	SH		SOLE		650,000	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	46,175	725,000	SH		SOLE		725,000	0	0
STANLEY BLACK & DECKER INC	COM	854502101	24,962	183,314	SH		SOLE		183,314	0	0
STARBUCKS CORP	COM	855244109	112,298	1,510,605	SH		SOLE		1,510,605	0	0
STATE STR CORP	COM	857477103	22,810	346,600	SH		SOLE		346,600	0	0
STEMLINE THERAPEUTICS INC	COM	85858C107	44,975	3,500,000	SH		SOLE		3,500,000	0	0
STRYKER CORP	COM	863667101	76,649	388,057	SH		SOLE		388,057	0	0
SUMMIT MATLS INC	CL A	86614U100	110,023	6,932,772	SH		SOLE		6,932,772	0	0
SUNTRUST BKS INC	COM	867914103	56,293	950,100	SH		SOLE		950,100	0	0
SVB FINL GROUP	COM	78486Q101	39,291	176,700	SH		SOLE		176,700	0	0
SVMK INC	COM	78489X103	1,821	100,000	SH		SOLE		100,000	0	0
SYMANTEC CORP	COM	871503108	18,301	796,059	SH		SOLE		796,059	0	0
SYNCHRONY FINL	COM	87165B103	70,743	2,217,655	SH		SOLE		2,217,655	0	0
SYNDAX PHARMACEUTICALS INC	COM	87164F105	8,138	1,550,000	SH		SOLE		1,550,000	0	0
SYNOPSYS INC	COM	871607107	19,679	170,900	SH		SOLE		170,900	0	0
SYNOVUS FINL CORP	COM NEW	87161C501	15,462	450,000	SH		SOLE		450,000	0	0
SYSCO CORP	COM	871829107	39,771	595,724	SH		SOLE		595,724	0	0
T2 BIOSYSTEMS INC	COM	89853L104	1,052	400,000	SH		SOLE		400,000	0	0
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	874060205	43,999	2,160,000	SH		SOLE		2,160,000	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	48,594	514,933	SH		SOLE		514,933	0	0
TARGET CORP	COM	87612E106	6,690	83,358	SH		SOLE		83,358	0	0
TCF FINL CORP	COM	872275102	15,207	735,000	SH		SOLE		735,000	0	0
TECHNIPFMC PLC	COM	G87110105	12,390	526,800	SH		SOLE		526,800	0	0
TELEFLEX INC	COM	879369106	17,452	57,758	SH		SOLE		57,758	0	0
TEXAS INSTRS INC	COM	882508104	160,923	1,517,144	SH		SOLE		1,517,144	0	0
TEXTRON INC	COM	883203101	8,738	172,486	SH		SOLE		172,486	0	0
THE CHARLES SCHWAB CORPORATI	COM	808513105	53,980	1,262,400	SH		SOLE		1,262,400	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	131,392	480,024	SH		SOLE		480,024	0	0
TIFFANY & CO NEW	COM	886547108	14,207	134,597	SH		SOLE		134,597	0	0
TIMKEN CO	COM	887389104	79,032	1,811,827	SH		SOLE		1,811,827	0	0
TJX COS INC NEW	COM	872540109	156,399	2,939,273	SH		SOLE		2,939,273	0	0
TOPBUILD CORP	COM	89055F103	49,287	760,368	SH		SOLE		760,368	0	0
TORTOISE ACQUISITION CORP	UNIT 03/04/2024	89154L209	20,230	2,025,000	SH		SOLE		2,025,000	0	0
TOTAL S A	SPONSORED ADS	89151E109	6,122	110,000	SH		SOLE		110,000	0	0
TOYOTA MOTOR CORP	SP ADR REP2COM	892331307	42,984	364,208	SH		SOLE		364,208	0	0
TRACTOR SUPPLY CO	COM	892356106	14,869	152,100	SH		SOLE		152,100	0	0
TRANSDIGM GROUP INC	COM	893641100	23,263	51,241	SH		SOLE		51,241	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	4,757	546,113	SH		SOLE		546,113	0	0
TRAVELERS COMPANIES INC	COM	89417E109	19,640	143,194	SH		SOLE		143,194	0	0
TRIPADVISOR INC	COM	896945201	6,555	127,400	SH		SOLE		127,400	0	0
TWILIO INC	CL A	90138F102	5,167	40,000	SH		SOLE		40,000	0	0
TWITTER INC	COM	90184L102	27,031	822,100	SH		SOLE		822,100	0	0
TWO HBRS INVT CORP	COM NEW	90187B408	10,148	750,000	SH		SOLE		750,000	0	0
TYSON FOODS INC	CL A	902494103	25,665	369,655	SH		SOLE		369,655	0	0
U S SILICA HLDGS INC	COM	90346E103	4,124	237,546	SH		SOLE		237,546	0	0
UDR INC	COM	902653104	15,279	336,100	SH		SOLE		336,100	0	0
ULTA BEAUTY INC	COM	90384S303	8,601	24,663	SH		SOLE		24,663	0	0
UNDER ARMOUR INC	CL A	904311107	264,063	12,491,173	SH		SOLE		12,491,173	0	0
UNDER ARMOUR INC	CL C	904311206	4,147	219,761	SH		SOLE		219,761	0	0
UNION PACIFIC CORP	COM	907818108	143,573	858,688	SH		SOLE		858,688	0	0
UNIQURE NV	SHS	N90064101	19,386	325,000	SH		SOLE		325,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	22,770	285,409	SH		SOLE		285,409	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	64,630	578,400	SH		SOLE		578,400	0	0
UNITED RENTALS INC	COM	911363109	28,754	251,679	SH		SOLE		251,679	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	112,644	873,958	SH		SOLE		873,958	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	296,887	1,200,706	SH		SOLE		1,200,706	0	0
UNITIL CORP	COM	913259107	22,210	410,000	SH		SOLE		410,000	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	14,161	105,859	SH		SOLE		105,859	0	0
UNUM GROUP	COM	91529Y106	1,440	42,569	SH		SOLE		42,569	0	0
UROVANT SCIENCES LTD	SHS	G9381B108	13,919	1,385,000	SH		SOLE		1,385,000	0	0
US BANCORP DEL	COM NEW	902973304	29,468	611,500	SH		SOLE		611,500	0	0
V F CORP	COM	918204108	4,650	53,500	SH		SOLE		53,500	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	60,518	713,400	SH		SOLE		713,400	0	0
VALVOLINE INC	COM	92047W101	91,267	4,917,402	SH		SOLE		4,917,402	0	0
VANECK VECTORS ETF TR	GOLD MINERS ETF	92189F106	5,605	250,000	SH		SOLE		250,000	0	0
VANTAGE ENERGY ACQUISITION	COM CL A	92211L105	41,391	4,050,000	SH		SOLE		4,050,000	0	0
VANTAGE ENERGY ACQUISITION	*W EXP 04/12/202	92211L113	364	1,583,333	SH		SOLE		1,583,333	0	0
VAPOTHERM INC	COM	922107107	17,852	908,518	SH		SOLE		908,518	0	0
VARIAN MED SYS INC	COM	92220P105	10,980	77,478	SH		SOLE		77,478	0	0
VENATOR MATLS PLC	SHS	G9329Z100	36,673	6,525,429	SH		SOLE		6,525,429	0	0
VENTAS INC	COM	92276F100	28,459	446,000	SH		SOLE		446,000	0	0
VERISIGN INC	COM	92343E102	24,028	132,340	SH		SOLE		132,340	0	0
VERISK ANALYTICS INC	COM	92345Y106	27,371	205,800	SH		SOLE		205,800	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	305,716	5,170,239	SH		SOLE		5,170,239	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	81,718	444,241	SH		SOLE		444,241	0	0
VIACOM INC NEW	CL B	92553P201	12,323	439,009	SH		SOLE		439,009	0	0
VIAVI SOLUTIONS INC	COM	925550105	10,647	860,000	SH		SOLE		860,000	0	0
VIEWRAY INC	COM	92672L107	732	99,000	SH		SOLE		99,000	0	0
VISA INC	COM CL A	92826C839	322,476	2,064,640	SH		SOLE		2,064,640	0	0
VISTRA ENERGY CORP	COM	92840M102	188,067	7,225,000	SH		SOLE		7,225,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	16,520	244,959	SH		SOLE		244,959	0	0
VOYA FINL INC	COM	929089100	41,417	829,000	SH		SOLE		829,000	0	0
VOYAGER THERAPEUTICS INC	COM	92915B106	7,178	375,000	SH		SOLE		375,000	0	0
VULCAN MATLS CO	COM	929160109	156,615	1,322,758	SH		SOLE		1,322,758	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	63,308	1,000,597	SH		SOLE		1,000,597	0	0
WALMART INC	COM	931142103	369,784	3,791,492	SH		SOLE		3,791,492	0	0
WASTE MGMT INC DEL	COM	94106L109	206,083	1,983,287	SH		SOLE		1,983,287	0	0
WATERS CORP	COM	941848103	22,591	89,751	SH		SOLE		89,751	0	0
WAYFAIR INC	CL A	94419L101	70,462	474,654	SH		SOLE		474,654	0	0
WELBILT INC	COM	949090104	3,011	183,794	SH		SOLE		183,794	0	0
WELLCARE HEALTH PLANS INC	COM	94946T106	16,832	62,400	SH		SOLE		62,400	0	0
WELLS FARGO CO NEW	COM	949746101	251,007	5,194,674	SH		SOLE		5,194,674	0	0
WELLTOWER INC	COM	95040Q104	37,536	483,706	SH		SOLE		483,706	0	0
WESCO AIRCRAFT HLDGS INC	COM	950814103	422	48,056	SH		SOLE		48,056	0	0
WESTERN ALLIANCE BANCORP	COM	957638109	10,055	245,000	SH		SOLE		245,000	0	0
WESTERN DIGITAL CORP	COM	958102105	13,233	275,337	SH		SOLE		275,337	0	0
WESTLAKE CHEM CORP	COM	960413102	19,072	281,047	SH		SOLE		281,047	0	0
WESTROCK CO	COM	96145D105	5,814	151,613	SH		SOLE		151,613	0	0
WEYERHAEUSER CO	COM	962166104	24,351	924,500	SH		SOLE		924,500	0	0
WILLIAMS COS INC DEL	COM	969457100	43,232	1,505,300	SH		SOLE		1,505,300	0	0
WILLIS TOWERS WATSON PUB LTD	SHS	G96629103	66,444	378,275	SH		SOLE		378,275	0	0
WORLDPAY INC	CL A	981558109	80,245	707,000	SH		SOLE		707,000	0	0
WPX ENERGY INC	COM	98212B103	105,024	8,011,000	SH		SOLE		8,011,000	0	0
WRIGHT MED GROUP N V	ORD SHS	N96617118	3,145	100,000	SH		SOLE		100,000	0	0
WYNN RESORTS LTD	COM	983134107	14,414	120,800	SH		SOLE		120,800	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	13,208	1,300,000	SH		SOLE		1,300,000	0	0
XEROX CORP	COM NEW	984121608	30,867	965,200	SH		SOLE		965,200	0	0
XILINX INC	COM	983919101	43,414	342,410	SH		SOLE		342,410	0	0
YAMANA GOLD INC	COM	98462Y100	3,915	1,500,000	SH		SOLE		1,500,000	0	0
YUM BRANDS INC	COM	988498101	38,445	385,186	SH		SOLE		385,186	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	64,677	506,475	SH		SOLE		506,475	0	0
ZIONS BANCORPORATION N A	COM	989701107	24,630	542,386	SH		SOLE		542,386	0	0
ZOETIS INC	CL A	98978V103	57,758	573,739	SH		SOLE		573,739	0	0
ZOGENIX INC	COM NEW	98978L204	11,002	200,000	SH		SOLE		200,000	0	0
ZOSANO PHARMA CORP	COM NEW	98979H202	4,770	1,000,000	SH		SOLE		1,000,000	0	0