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	1,823	49,558	SH		SOLE		49,558	0	0
ABBOTT LABS	COM	002824100	180,040	2,140,788	SH		SOLE		2,140,788	0	0
ABBVIE INC	COM	00287Y109	101,907	1,401,362	SH		SOLE		1,401,362	0	0
ABEONA THERAPEUTICS INC	COM	00289Y107	14,340	3,000,000	SH		SOLE		3,000,000	0	0
ABIOMED INC	COM	003654100	9,602	36,860	SH		SOLE		36,860	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	144,195	780,400	SH		SOLE		780,400	0	0
ACLARIS THERAPEUTICS INC	COM	00461U105	1,533	700,000	SH		SOLE		700,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	1,534	200,000	SH		SOLE		200,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	15,518	328,761	SH		SOLE		328,761	0	0
ADAPTIVE BIOTECHNOLOGIES COR	COM	00650F109	4,830	100,000	SH		SOLE		100,000	0	0
ADOBE INC	COM	00724F101	204,849	695,228	SH		SOLE		695,228	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	84,440	547,815	SH		SOLE		547,815	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	30,677	1,010,123	SH		SOLE		1,010,123	0	0
ADVAXIS INC	COM NEW	007624307	348	166,666	SH		SOLE		166,666	0	0
ADVERUM BIOTECHNOLOGIES INC	COM	00773U108	35,670	3,000,000	SH		SOLE		3,000,000	0	0
AEGLEA BIOTHERAPEUTICS INC	COM	00773J103	10,060	1,468,591	SH		SOLE		1,468,591	0	0
AERCAP HOLDINGS NV	SHS	N00985106	28,014	538,623	SH		SOLE		538,623	0	0
AERIE PHARMACEUTICALS INC	COM	00771V108	50,238	1,700,100	SH		SOLE		1,700,100	0	0
AES CORP	COM	00130H105	13,571	809,733	SH		SOLE		809,733	0	0
AFFILIATED MANAGERS GROUP IN	COM	008252108	4,858	52,725	SH		SOLE		52,725	0	0
AFLAC INC	COM	001055102	50,276	917,274	SH		SOLE		917,274	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	41,267	552,653	SH		SOLE		552,653	0	0
AIR PRODS & CHEMS INC	COM	009158106	34,359	151,781	SH		SOLE		151,781	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	15,940	198,900	SH		SOLE		198,900	0	0
AKERO THERAPEUTICS INC	COM	00973Y108	1,852	96,721	SH		SOLE		96,721	0	0
ALASKA AIR GROUP INC	COM	011659109	13,149	205,750	SH		SOLE		205,750	0	0
ALDEYRA THERAPEUTICS INC	COM	01438T106	7,013	1,168,822	SH		SOLE		1,168,822	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	18,906	134,000	SH		SOLE		134,000	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	81,137	619,462	SH		SOLE		619,462	0	0
ALIGN TECHNOLOGY INC	COM	016255101	23,949	87,500	SH		SOLE		87,500	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	3,780	150,000	SH		SOLE		150,000	0	0
ALLENA PHARMACEUTICALS INC	COM	018119107	1,398	343,574	SH		SOLE		343,574	0	0
ALLERGAN PLC	SHS	G0177J108	62,853	375,399	SH		SOLE		375,399	0	0
ALLIANCE DATA SYSTEMS CORP	COM	018581108	7,064	50,409	SH		SOLE		50,409	0	0
ALLSTATE CORP	COM	020002101	29,369	288,813	SH		SOLE		288,813	0	0
ALLY FINL INC	COM	02005N100	81,807	2,639,800	SH		SOLE		2,639,800	0	0
ALPHABET INC	CAP STK CL A	02079K305	347,532	320,957	SH		SOLE		320,957	0	0
ALPHABET INC	CAP STK CL C	02079K107	352,118	325,761	SH		SOLE		325,761	0	0
ALTA MESA RES INC	*W EXP 03/28/202	02133L117	0	66,666	SH		SOLE		66,666	0	0
ALTERYX INC	COM CL A	02156B103	6,547	60,000	SH		SOLE		60,000	0	0
ALTICE USA INC	CL A	02156K103	21,915	900,000	SH		SOLE		900,000	0	0
ALTRIA GROUP INC	COM	02209S103	102,263	2,159,732	SH		SOLE		2,159,732	0	0
AMALGAMATED BK NEW YORK N Y	CLASS A	022663108	9,450	541,541	SH		SOLE		541,541	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	65,441	3,375,000	SH		SOLE		3,375,000	0	0
AMAZON COM INC	COM	023135106	1,073,088	566,683	SH		SOLE		566,683	0	0
AMCI ACQUISITION CORP	*W EXP 05/20/202	00165R119	522	1,800,000	SH		SOLE		1,800,000	0	0
AMCI ACQUISITION CORP	CLASS A	00165R101	17,892	1,800,000	SH		SOLE		1,800,000	0	0
AMCOR PLC	ORD	G0250X107	22,693	1,974,990	SH		SOLE		1,974,990	0	0
AMEREN CORP	COM	023608102	6,001	79,900	SH		SOLE		79,900	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	16,823	515,882	SH		SOLE		515,882	0	0
AMERICAN ELEC PWR CO INC	COM	025537101	52,426	595,680	SH		SOLE		595,680	0	0
AMERICAN EXPRESS CO	COM	025816109	64,093	519,225	SH		SOLE		519,225	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	50,516	948,121	SH		SOLE		948,121	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	84,012	410,917	SH		SOLE		410,917	0	0
AMERIPRISE FINL INC	COM	03076C106	24,353	167,768	SH		SOLE		167,768	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	15,679	183,900	SH		SOLE		183,900	0	0
AMETEK INC NEW	COM	031100100	57,314	630,938	SH		SOLE		630,938	0	0
AMGEN INC	COM	031162100	14,548	78,947	SH		SOLE		78,947	0	0
AMPHENOL CORP NEW	CL A	032095101	11,696	121,913	SH		SOLE		121,913	0	0
ANADARKO PETE CORP	COM	032511107	780,578	11,062,619	SH		SOLE		11,062,619	0	0
ANALOG DEVICES INC	COM	032654105	105,134	931,457	SH		SOLE		931,457	0	0
ANAPTYSBIO INC	COM	032724106	144,769	2,565,922	SH		SOLE		2,565,922	0	0
ANNALY CAP MGMT INC	COM	035710409	13,695	1,500,000	SH		SOLE		1,500,000	0	0
ANSYS INC	COM	03662Q105	21,465	104,800	SH		SOLE		104,800	0	0
ANTHEM INC	COM	036752103	88,753	314,493	SH		SOLE		314,493	0	0
AON PLC	SHS CL A	G0408V102	59,373	307,663	SH		SOLE		307,663	0	0
APARTMENT INVT & MGMT CO	CL A	03748R754	9,617	191,889	SH		SOLE		191,889	0	0
APELLIS PHARMACEUTICALS INC	COM	03753U106	12,670	500,000	SH		SOLE		500,000	0	0
APPLE INC	COM	037833100	1,054,298	5,326,889	SH		SOLE		5,326,889	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	31,114	505,664	SH		SOLE		505,664	0	0
APPLIED MATLS INC	COM	038222105	35,188	783,532	SH		SOLE		783,532	0	0
APTARGROUP INC	COM	038336103	21,760	175,000	SH		SOLE		175,000	0	0
APTIV PLC	SHS	G6095L109	711	8,800	SH		SOLE		8,800	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	13,279	325,471	SH		SOLE		325,471	0	0
ARCONIC INC	COM	03965L100	12,479	483,300	SH		SOLE		483,300	0	0
ARDELYX INC	COM	039697107	10,760	4,000,000	SH		SOLE		4,000,000	0	0
ARENA PHARMACEUTICALS INC	COM NEW	040047607	11,140	190,000	SH		SOLE		190,000	0	0
ARISTA NETWORKS INC	COM	040413106	16,655	64,150	SH		SOLE		64,150	0	0
ARRAY BIOPHARMA INC	COM	04269X105	927	20,000	SH		SOLE		20,000	0	0
ARROW ELECTRS INC	COM	042735100	7,154	100,385	SH		SOLE		100,385	0	0
ARROWHEAD PHARMACEUTICALS IN	COM	04280A100	23,188	875,000	SH		SOLE		875,000	0	0
ARYA SCIENCES ACQUISITION CO	*W EXP 10/10/202	G3165V125	938	625,000	SH		SOLE		625,000	0	0
ARYA SCIENCES ACQUISITION CO	SHS CL A	G3165V109	12,513	1,250,000	SH		SOLE		1,250,000	0	0
ASCENDIS PHARMA A S	SPONSORED ADR	04351P101	28,788	250,000	SH		SOLE		250,000	0	0
ASSURANT INC	COM	04621X108	56,184	528,140	SH		SOLE		528,140	0	0
ASTEC INDS INC	COM	046224101	23,497	721,642	SH		SOLE		721,642	0	0
AT&T INC	COM	00206R102	293,549	8,760,049	SH		SOLE		8,760,049	0	0
ATHENE HLDG LTD	CL A	G0684D107	31,348	728,000	SH		SOLE		728,000	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	2,076	46,499	SH		SOLE		46,499	0	0
ATMOS ENERGY CORP	COM	049560105	15,094	142,989	SH		SOLE		142,989	0	0
ATRICURE INC	COM	04963C209	2,984	100,000	SH		SOLE		100,000	0	0
AUDENTES THERAPEUTICS INC	COM	05070R104	8,519	225,000	SH		SOLE		225,000	0	0
AUTODESK INC	COM	052769106	43,476	266,889	SH		SOLE		266,889	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	63,143	381,924	SH		SOLE		381,924	0	0
AUTOZONE INC	COM	053332102	22,116	20,115	SH		SOLE		20,115	0	0
AVALONBAY CMNTYS INC	COM	053484101	34,151	168,082	SH		SOLE		168,082	0	0
AVERY DENNISON CORP	COM	053611109	118,887	1,027,725	SH		SOLE		1,027,725	0	0
AXIS CAPITAL HOLDINGS LTD	SHS	G0692U109	4,814	80,700	SH		SOLE		80,700	0	0
AXOGEN INC	COM	05463X106	2,970	150,000	SH		SOLE		150,000	0	0
AXOVANT GENE THERAPIES LTD	COM	G0750W203	779	125,000	SH		SOLE		125,000	0	0
BAKER HUGHES A GE CO	CL A	05722G100	13,680	555,402	SH		SOLE		555,402	0	0
BANK AMER CORP	COM	060505104	293,016	10,103,986	SH		SOLE		10,103,986	0	0
BANK NEW YORK MELLON CORP	COM	064058100	38,724	877,100	SH		SOLE		877,100	0	0
BARRICK GOLD CORPORATION	COM	067901108	134,045	8,500,000	SH		SOLE		8,500,000	0	0
BAXTER INTL INC	COM	071813109	47,485	579,797	SH		SOLE		579,797	0	0
BB&T CORP	COM	054937107	7,360	149,800	SH		SOLE		149,800	0	0
BEACON ROOFING SUPPLY INC	COM	073685109	103,432	2,816,763	SH		SOLE		2,816,763	0	0
BECTON DICKINSON & CO	COM	075887109	82,458	327,202	SH		SOLE		327,202	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	482,120	2,261,669	SH		SOLE		2,261,669	0	0
BERRY PETE CORP	COM	08579X101	3,392	320,000	SH		SOLE		320,000	0	0
BEST BUY INC	COM	086516101	19,497	279,600	SH		SOLE		279,600	0	0
BIODELIVERY SCIENCES INTL IN	COM	09060J106	6,743	1,450,000	SH		SOLE		1,450,000	0	0
BIOHAVEN PHARMACTL HLDG CO L	COM	G11196105	55,832	1,275,000	SH		SOLE		1,275,000	0	0
BLACKROCK INC	COM	09247X101	74,093	157,880	SH		SOLE		157,880	0	0
BLOCK H & R INC	COM	093671105	6,968	237,800	SH		SOLE		237,800	0	0
BLUELINX HLDGS INC	COM NEW	09624H208	17,348	875,704	SH		SOLE		875,704	0	0
BOEING CO	COM	097023105	231,212	635,179	SH		SOLE		635,179	0	0
BOOKING HLDGS INC	COM	09857L108	99,360	53,000	SH		SOLE		53,000	0	0
BORGWARNER INC	COM	099724106	3,652	87,000	SH		SOLE		87,000	0	0
BOSTON PROPERTIES INC	COM	101121101	29,007	224,864	SH		SOLE		224,864	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	104,665	2,435,196	SH		SOLE		2,435,196	0	0
BP PLC	SPONSORED ADR	055622104	5,630	135,000	SH		SOLE		135,000	0	0
BRIGHAM MINERALS INC	CL A COM	10918L103	11,732	546,672	SH		SOLE		546,672	0	0
BROADCOM INC	COM	11135F101	111,150	386,126	SH		SOLE		386,126	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	34,818	272,700	SH		SOLE		272,700	0	0
BROWN FORMAN CORP	CL B	115637209	10,855	195,832	SH		SOLE		195,832	0	0
BRUNSWICK CORP	COM	117043109	54,605	1,189,917	SH		SOLE		1,189,917	0	0
BUNGE LIMITED	COM	G16962105	60,664	1,088,918	SH		SOLE		1,088,918	0	0
BURLINGTON STORES INC	COM	122017106	245,924	1,445,334	SH		SOLE		1,445,334	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	13,673	162,100	SH		SOLE		162,100	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	54,851	498,279	SH		SOLE		498,279	0	0
CACI INTL INC	CL A	127190304	26,760	130,798	SH		SOLE		130,798	0	0
CACTUS INC	CL A	127203107	12,751	385,000	SH		SOLE		385,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	13,541	191,227	SH		SOLE		191,227	0	0
CALITHERA BIOSCIENCES INC	COM	13089P101	4,680	1,200,000	SH		SOLE		1,200,000	0	0
CAMECO CORP	COM	13321L108	118,467	11,040,722	SH		SOLE		11,040,722	0	0
CAMPBELL SOUP CO	COM	134429109	9,214	229,946	SH		SOLE		229,946	0	0
CAPITAL ONE FINL CORP	COM	14040H105	60,849	670,582	SH		SOLE		670,582	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	5,941	171,300	SH		SOLE		171,300	0	0
CARDINAL HEALTH INC	COM	14149Y108	17,045	361,900	SH		SOLE		361,900	0	0
CARMAX INC	COM	143130102	13,181	151,800	SH		SOLE		151,800	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	22,684	487,300	SH		SOLE		487,300	0	0
CATERPILLAR INC DEL	COM	149123101	101,900	747,674	SH		SOLE		747,674	0	0
CATHAY GEN BANCORP	COM	149150104	5,027	140,000	SH		SOLE		140,000	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	13,990	135,000	SH		SOLE		135,000	0	0
CBRE GROUP INC	CL A	12504L109	19,350	377,200	SH		SOLE		377,200	0	0
CBS CORP NEW	CL B	124857202	21,542	431,708	SH		SOLE		431,708	0	0
CELGENE CORP	COM	151020104	1,236,228	13,373,298	SH		SOLE		13,373,298	0	0
CELLECTIS S A	SPONSORED ADS	15117K103	8,970	575,000	SH		SOLE		575,000	0	0
CENOVUS ENERGY INC	COM	15135U109	16,405	1,860,000	SH		SOLE		1,860,000	0	0
CENTENE CORP DEL	COM	15135B101	26,360	502,672	SH		SOLE		502,672	0	0
CENTERPOINT ENERGY INC	COM	15189T107	132,898	4,641,900	SH		SOLE		4,641,900	0	0
CENTURY ALUM CO	COM	156431108	2,073	300,000	SH		SOLE		300,000	0	0
CENTURYLINK INC	COM	156700106	12,918	1,098,509	SH		SOLE		1,098,509	0	0
CERNER CORP	COM	156782104	17,960	245,020	SH		SOLE		245,020	0	0
CF INDS HLDGS INC	COM	125269100	74,381	1,592,397	SH		SOLE		1,592,397	0	0
CHANGE HEALTHCARE INC	COM	15912K100	4,380	300,000	SH		SOLE		300,000	0	0
CHARTER COMMUNICATIONS INC N	CL A	16119P108	83,422	211,099	SH		SOLE		211,099	0	0
CHEVRON CORP NEW	COM	166764100	279,081	2,242,693	SH		SOLE		2,242,693	0	0
CHEWY INC	CL A	16679L109	5,250	150,000	SH		SOLE		150,000	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	21,854	29,819	SH		SOLE		29,819	0	0
CHUBB LIMITED	COM	H1467J104	77,390	525,424	SH		SOLE		525,424	0	0
CHURCH & DWIGHT INC	COM	171340102	21,609	295,774	SH		SOLE		295,774	0	0
CIGNA CORP NEW	COM	125523100	72,725	461,598	SH		SOLE		461,598	0	0
CIMAREX ENERGY CO	COM	171798101	109,538	1,846,255	SH		SOLE		1,846,255	0	0
CINTAS CORP	COM	172908105	24,061	101,400	SH		SOLE		101,400	0	0
CISCO SYS INC	COM	17275R102	284,340	5,195,321	SH		SOLE		5,195,321	0	0
CITIGROUP INC	COM NEW	172967424	243,108	3,471,488	SH		SOLE		3,471,488	0	0
CITIZENS FINL GROUP INC	COM	174610105	73,560	2,080,306	SH		SOLE		2,080,306	0	0
CITRIX SYS INC	COM	177376100	10,020	102,100	SH		SOLE		102,100	0	0
CLEVELAND CLIFFS INC	COM	185899101	2,668	250,000	SH		SOLE		250,000	0	0
CLOROX CO DEL	COM	189054109	23,985	156,653	SH		SOLE		156,653	0	0
CME GROUP INC	COM	12572Q105	80,503	414,731	SH		SOLE		414,731	0	0
COCA COLA CO	COM	191216100	238,193	4,677,782	SH		SOLE		4,677,782	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	38,440	606,400	SH		SOLE		606,400	0	0
COHERENT INC	COM	192479103	6,873	50,400	SH		SOLE		50,400	0	0
COHERUS BIOSCIENCES INC	COM	19249H103	22,100	1,000,000	SH		SOLE		1,000,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	75,004	1,046,520	SH		SOLE		1,046,520	0	0
COMCAST CORP NEW	CL A	20030N101	233,884	5,531,798	SH		SOLE		5,531,798	0	0
COMMSCOPE HLDG CO INC	COM	20337X109	65,940	4,191,996	SH		SOLE		4,191,996	0	0
COMTECH TELECOMMUNICATIONS C	COM NEW	205826209	520	18,499	SH		SOLE		18,499	0	0
CONAGRA BRANDS INC	COM	205887102	15,523	585,345	SH		SOLE		585,345	0	0
CONCHO RES INC	COM	20605P101	22,349	216,600	SH		SOLE		216,600	0	0
CONMED CORP	COM	207410101	12,408	145,000	SH		SOLE		145,000	0	0
CONOCOPHILLIPS	COM	20825C104	58,111	952,638	SH		SOLE		952,638	0	0
CONSOLIDATED EDISON INC	COM	209115104	33,044	376,873	SH		SOLE		376,873	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	39,657	201,367	SH		SOLE		201,367	0	0
CONSTELLIUM NV	CL A	N22035104	10,906	1,086,221	SH		SOLE		1,086,221	0	0
CONTRAFECT CORP	COM	212326102	1,469	2,880,000	SH		SOLE		2,880,000	0	0
COOPER COS INC	COM NEW	216648402	20,213	59,999	SH		SOLE		59,999	0	0
COPART INC	COM	217204106	18,311	245,000	SH		SOLE		245,000	0	0
CORNING INC	COM	219350105	31,071	935,021	SH		SOLE		935,021	0	0
CORTEVA INC	COM	22052L104	27,016	913,620	SH		SOLE		913,620	0	0
COSTCO WHSL CORP NEW	COM	22160K105	140,146	530,334	SH		SOLE		530,334	0	0
COTY INC	COM CL A	222070203	4,772	356,144	SH		SOLE		356,144	0	0
CRINETICS PHARMACEUTICALS IN	COM	22663K107	12,250	490,000	SH		SOLE		490,000	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	5,122	75,000	SH		SOLE		75,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	65,839	505,094	SH		SOLE		505,094	0	0
CROWN HOLDINGS INC	COM	228368106	128,998	2,111,268	SH		SOLE		2,111,268	0	0
CRYOLIFE INC	COM	228903100	2,993	100,000	SH		SOLE		100,000	0	0
CSX CORP	COM	126408103	72,826	941,268	SH		SOLE		941,268	0	0
CUBIC CORP	COM	229669106	905	14,036	SH		SOLE		14,036	0	0
CVS HEALTH CORP	COM	126650100	86,496	1,587,374	SH		SOLE		1,587,374	0	0
CYCLERION THERAPEUTICS INC	COM	23255M105	2,147	187,500	SH		SOLE		187,500	0	0
CYMABAY THERAPEUTICS INC	COM	23257D103	10,740	1,500,000	SH		SOLE		1,500,000	0	0
D R HORTON INC	COM	23331A109	17,817	413,100	SH		SOLE		413,100	0	0
DANAHER CORPORATION	COM	235851102	109,458	765,867	SH		SOLE		765,867	0	0
DARDEN RESTAURANTS INC	COM	237194105	18,408	151,221	SH		SOLE		151,221	0	0
DARLING INGREDIENTS INC	COM	237266101	5,967	300,000	SH		SOLE		300,000	0	0
DAVITA INC	COM	23918K108	8,284	147,250	SH		SOLE		147,250	0	0
DBV TECHNOLOGIES S A	SPONSORED ADR	23306J101	411	50,000	SH		SOLE		50,000	0	0
DEERE & CO	COM	244199105	168,759	1,018,397	SH		SOLE		1,018,397	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	42,060	741,149	SH		SOLE		741,149	0	0
DENTSPLY SIRONA INC	COM	24906P109	75,045	1,285,900	SH		SOLE		1,285,900	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	37,446	343,640	SH		SOLE		343,640	0	0
DICERNA PHARMACEUTICALS INC	COM	253031108	44,100	2,800,000	SH		SOLE		2,800,000	0	0
DIGITAL RLTY TR INC	COM	253868103	12,050	102,300	SH		SOLE		102,300	0	0
DISCOVER FINL SVCS	COM	254709108	24,577	316,758	SH		SOLE		316,758	0	0
DISCOVERY INC	COM SER A	25470F104	5,865	191,036	SH		SOLE		191,036	0	0
DISCOVERY INC	COM SER C	25470F302	12,530	440,407	SH		SOLE		440,407	0	0
DISH NETWORK CORP	CL A	25470M109	5,002	130,239	SH		SOLE		130,239	0	0
DISNEY WALT CO	COM DISNEY	254687106	357,745	2,561,910	SH		SOLE		2,561,910	0	0
DOLLAR GEN CORP NEW	COM	256677105	30,286	224,077	SH		SOLE		224,077	0	0
DOLLAR TREE INC	COM	256746108	31,283	291,300	SH		SOLE		291,300	0	0
DOMINION ENERGY INC	COM	25746U109	43,865	567,315	SH		SOLE		567,315	0	0
DOVER CORP	COM	260003108	63,478	633,513	SH		SOLE		633,513	0	0
DOW INC	COM	260557103	41,321	837,980	SH		SOLE		837,980	0	0
DTE ENERGY CO	COM	233331107	14,693	114,900	SH		SOLE		114,900	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	113,812	1,289,800	SH		SOLE		1,289,800	0	0
DUKE REALTY CORP	COM NEW	264411505	13,504	427,200	SH		SOLE		427,200	0	0
DUPONT DE NEMOURS INC	COM	26614N102	68,961	918,621	SH		SOLE		918,621	0	0
DXC TECHNOLOGY CO	COM	23355L106	18,215	330,276	SH		SOLE		330,276	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	17,530	393,041	SH		SOLE		393,041	0	0
EAST WEST BANCORP INC	COM	27579R104	22,996	491,673	SH		SOLE		491,673	0	0
EBAY INC	COM	278642103	39,445	998,600	SH		SOLE		998,600	0	0
ECOLAB INC	COM	278865100	17,469	88,480	SH		SOLE		88,480	0	0
EDISON INTL	COM	281020107	92,991	1,379,484	SH		SOLE		1,379,484	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	46,667	252,610	SH		SOLE		252,610	0	0
EIGER BIOPHARMACEUTICALS INC	COM	28249U105	23,585	2,225,000	SH		SOLE		2,225,000	0	0
ELECTRONIC ARTS INC	COM	285512109	36,808	363,500	SH		SOLE		363,500	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	15,510	1,500,000	SH		SOLE		1,500,000	0	0
EMBRAER S A	SPONSORED ADS	29082A107	1,572	78,117	SH		SOLE		78,117	0	0
EMERSON ELEC CO	COM	291011104	118,465	1,775,553	SH		SOLE		1,775,553	0	0
ENCANA CORP	COM	292505104	28,149	5,487,218	SH		SOLE		5,487,218	0	0
ENTERGY CORP NEW	COM	29364G103	149,979	1,457,100	SH		SOLE		1,457,100	0	0
EOG RES INC	COM	26875P101	51,620	554,100	SH		SOLE		554,100	0	0
EPAM SYS INC	COM	29414B104	12,983	75,000	SH		SOLE		75,000	0	0
EQUIFAX INC	COM	294429105	19,637	145,200	SH		SOLE		145,200	0	0
EQUINIX INC	COM	29444U700	72,469	143,706	SH		SOLE		143,706	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	34,167	450,033	SH		SOLE		450,033	0	0
ESSEX PPTY TR INC	COM	297178105	23,354	80,000	SH		SOLE		80,000	0	0
EVEREST RE GROUP LTD	COM	G3223R108	8,354	33,799	SH		SOLE		33,799	0	0
EVERGY INC	COM	30034W106	170,710	2,838,070	SH		SOLE		2,838,070	0	0
EVERQUOTE INC	COM CL A	30041R108	4,550	350,000	SH		SOLE		350,000	0	0
EVERSOURCE ENERGY	COM	30040W108	29,205	385,500	SH		SOLE		385,500	0	0
EVO PMTS INC	CL A COM	26927E104	8,923	283,000	SH		SOLE		283,000	0	0
EXELON CORP	COM	30161N101	122,654	2,558,500	SH		SOLE		2,558,500	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	19,236	144,600	SH		SOLE		144,600	0	0
EXPEDITORS INTL WASH INC	COM	302130109	15,809	208,400	SH		SOLE		208,400	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	16,064	151,400	SH		SOLE		151,400	0	0
EXXON MOBIL CORP	COM	30231G102	172,486	2,250,892	SH		SOLE		2,250,892	0	0
F5 NETWORKS INC	COM	315616102	10,544	72,400	SH		SOLE		72,400	0	0
FACEBOOK INC	CL A	30303M102	565,921	2,932,235	SH		SOLE		2,932,235	0	0
FARMER BROS CO	COM	307675108	10,963	669,699	SH		SOLE		669,699	0	0
FASTLY INC	CL A	31188V100	2,028	100,000	SH		SOLE		100,000	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	11,704	90,900	SH		SOLE		90,900	0	0
FEDEX CORP	COM	31428X106	47,977	292,204	SH		SOLE		292,204	0	0
FERROGLOBE PLC	SHS	G33856108	24,210	14,241,392	SH		SOLE		14,241,392	0	0
FIBROGEN INC	COM	31572Q808	76,806	1,700,000	SH		SOLE		1,700,000	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	142,414	1,160,857	SH		SOLE		1,160,857	0	0
FIFTH THIRD BANCORP	COM	316773100	51,729	1,854,100	SH		SOLE		1,854,100	0	0
FIRST DATA CORP NEW	COM CL A	32008D106	37,898	1,400,000	SH		SOLE		1,400,000	0	0
FIRST HAWAIIAN INC	COM	32051X108	27,042	1,045,300	SH		SOLE		1,045,300	0	0
FIRSTENERGY CORP	COM	337932107	129,817	3,032,400	SH		SOLE		3,032,400	0	0
FIVE PRIME THERAPEUTICS INC	COM	33830X104	7,236	1,200,000	SH		SOLE		1,200,000	0	0
FLEETCOR TECHNOLOGIES INC	COM	339041105	51,507	183,398	SH		SOLE		183,398	0	0
FLOWSERVE CORP	COM	34354P105	8,813	167,262	SH		SOLE		167,262	0	0
FORD MTR CO DEL	COM	345370860	48,359	4,727,200	SH		SOLE		4,727,200	0	0
FORTINET INC	COM	34959E109	7,193	93,618	SH		SOLE		93,618	0	0
FORTIVE CORP	COM	34959J108	14,366	176,224	SH		SOLE		176,224	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	70,391	1,232,115	SH		SOLE		1,232,115	0	0
FOX CORP	CL B COM	35137L204	10,943	299,556	SH		SOLE		299,556	0	0
FRANKLIN RES INC	COM	354613101	12,441	357,500	SH		SOLE		357,500	0	0
FRANKS INTL N V	COM	N33462107	4,263	780,846	SH		SOLE		780,846	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	47,704	4,108,900	SH		SOLE		4,108,900	0	0
FTS INTERNATIONAL INC	COM	30283W104	3,153	565,000	SH		SOLE		565,000	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	55,488	633,500	SH		SOLE		633,500	0	0
GAP INC	COM	364760108	4,634	257,866	SH		SOLE		257,866	0	0
GARDNER DENVER HLDGS INC	COM	36555P107	15,688	453,397	SH		SOLE		453,397	0	0
GARMIN LTD	SHS	H2906T109	11,758	147,344	SH		SOLE		147,344	0	0
GARTNER INC	COM	366651107	17,905	111,250	SH		SOLE		111,250	0	0
GCP APPLIED TECHNOLOGIES INC	COM	36164Y101	28,855	1,274,532	SH		SOLE		1,274,532	0	0
GDS HLDGS LTD	SPONSORED ADS	36165L108	24,690	657,171	SH		SOLE		657,171	0	0
GENERAL DYNAMICS CORP	COM	369550108	151,464	833,042	SH		SOLE		833,042	0	0
GENERAL ELECTRIC CO	COM	369604103	76,008	7,238,860	SH		SOLE		7,238,860	0	0
GENERAL MLS INC	COM	370334104	38,303	729,296	SH		SOLE		729,296	0	0
GENERAL MTRS CO	COM	37045V100	67,620	1,754,986	SH		SOLE		1,754,986	0	0
GENTEX CORP	COM	371901109	119,432	4,852,970	SH		SOLE		4,852,970	0	0
GILEAD SCIENCES INC	COM	375558103	91,586	1,355,625	SH		SOLE		1,355,625	0	0
GLOBAL PMTS INC	COM	37940X102	33,659	210,200	SH		SOLE		210,200	0	0
GLOBANT S A	COM	L44385109	566	5,600	SH		SOLE		5,600	0	0
GMS INC	COM	36251C103	36,884	1,676,538	SH		SOLE		1,676,538	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	54,546	266,600	SH		SOLE		266,600	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	55,208	3,608,346	SH		SOLE		3,608,346	0	0
GRACE W R & CO DEL NEW	COM	38388F108	60,858	799,600	SH		SOLE		799,600	0	0
GRACO INC	COM	384109104	11,019	219,589	SH		SOLE		219,589	0	0
GRAINGER W W INC	COM	384802104	14,279	53,235	SH		SOLE		53,235	0	0
GREENSKY INC	CL A	39572G100	6,371	518,364	SH		SOLE		518,364	0	0
GROCERY OUTLET HLDG CORP	COM	39874R101	11,508	350,000	SH		SOLE		350,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	14,913	182,105	SH		SOLE		182,105	0	0
GS ACQUISITION HLDGS CORP	UNIT 06/12/2023	36255F201	28,350	2,700,000	SH		SOLE		2,700,000	0	0
H & E EQUIPMENT SERVICES INC	COM	404030108	5,111	175,708	SH		SOLE		175,708	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	7,731	450,000	SH		SOLE		450,000	0	0
HANESBRANDS INC	COM	410345102	7,617	442,350	SH		SOLE		442,350	0	0
HARSCO CORP	COM	415864107	45,174	1,646,301	SH		SOLE		1,646,301	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	29,299	525,817	SH		SOLE		525,817	0	0
HASBRO INC	COM	418056107	14,930	141,272	SH		SOLE		141,272	0	0
HCA HEALTHCARE INC	COM	40412C101	43,660	323,000	SH		SOLE		323,000	0	0
HCP INC	COM	40414L109	18,415	575,843	SH		SOLE		575,843	0	0
HEALTH SCIENCES ACQUSTN CORP	UNIT 04/01/2024	42227C201	10,815	1,020,000	SH		SOLE		1,020,000	0	0
HENRY SCHEIN INC	COM	806407102	3,271	46,800	SH		SOLE		46,800	0	0
HERSHEY CO	COM	427866108	22,461	167,585	SH		SOLE		167,585	0	0
HESKA CORP	COM RESTRC NEW	42805E306	3,833	45,000	SH		SOLE		45,000	0	0
HESS CORP	COM	42809H107	5,346	84,100	SH		SOLE		84,100	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	16,190	1,082,936	SH		SOLE		1,082,936	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	34,835	356,400	SH		SOLE		356,400	0	0
HOLLYFRONTIER CORP	COM	436106108	3,962	85,600	SH		SOLE		85,600	0	0
HOLOGIC INC	COM	436440101	8,676	180,676	SH		SOLE		180,676	0	0
HOME DEPOT INC	COM	437076102	273,586	1,315,505	SH		SOLE		1,315,505	0	0
HONEYWELL INTL INC	COM	438516106	224,081	1,283,470	SH		SOLE		1,283,470	0	0
HORIZON THERAPEUTICS PUB LTD	SHS	G46188101	33,684	1,400,000	SH		SOLE		1,400,000	0	0
HORMEL FOODS CORP	COM	440452100	13,323	328,646	SH		SOLE		328,646	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	15,980	877,033	SH		SOLE		877,033	0	0
HP INC	COM	40434L105	35,689	1,716,636	SH		SOLE		1,716,636	0	0
HUDSON PAC PPTYS INC	COM	444097109	2,052	61,678	SH		SOLE		61,678	0	0
HUMANA INC	COM	444859102	43,538	164,110	SH		SOLE		164,110	0	0
HUNT J B TRANS SVCS INC	COM	445658107	9,232	101,000	SH		SOLE		101,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	67,291	299,419	SH		SOLE		299,419	0	0
HUNTSMAN CORP	COM	447011107	6,286	307,543	SH		SOLE		307,543	0	0
IDEXX LABS INC	COM	45168D104	28,798	104,594	SH		SOLE		104,594	0	0
IHS MARKIT LTD	SHS	G47567105	24,058	377,557	SH		SOLE		377,557	0	0
ILLINOIS TOOL WKS INC	COM	452308109	31,623	209,688	SH		SOLE		209,688	0	0
ILLUMINA INC	COM	452327109	65,824	178,797	SH		SOLE		178,797	0	0
INCYTE CORP	COM	45337C102	10,871	127,952	SH		SOLE		127,952	0	0
INDEPENDENCE CONTRACT DRIL I	COM	453415309	3,916	2,478,693	SH		SOLE		2,478,693	0	0
INGERSOLL-RAND PLC	SHS	G47791101	60,443	477,170	SH		SOLE		477,170	0	0
INGEVITY CORP	COM	45688C107	19,733	187,628	SH		SOLE		187,628	0	0
INPHI CORP	COM	45772F107	13,282	265,119	SH		SOLE		265,119	0	0
INSMED INC	COM PAR $.01	457669307	5,094	199,000	SH		SOLE		199,000	0	0
INSULET CORP	COM	45784P101	11,341	95,000	SH		SOLE		95,000	0	0
INTEC PHARMA LTD JERUSALEM	SHS	M53644106	7,378	1,700,000	SH		SOLE		1,700,000	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	16,755	300,000	SH		SOLE		300,000	0	0
INTEL CORP	COM	458140100	250,871	5,240,680	SH		SOLE		5,240,680	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	26,505	333,100	SH		SOLE		333,100	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	59,478	692,090	SH		SOLE		692,090	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	110,001	797,690	SH		SOLE		797,690	0	0
INTERNATIONAL FLAVORS&FRAGRA	COM	459506101	3,163	21,800	SH		SOLE		21,800	0	0
INTERPUBLIC GROUP COS INC	COM	460690100	10,483	464,034	SH		SOLE		464,034	0	0
INTERSECT ENT INC	COM	46071F103	11,380	500,000	SH		SOLE		500,000	0	0
INTL PAPER CO	COM	460146103	21,226	489,992	SH		SOLE		489,992	0	0
INTUIT	COM	461202103	82,685	316,400	SH		SOLE		316,400	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	94,427	180,015	SH		SOLE		180,015	0	0
INVESCO LTD	SHS	G491BT108	9,628	470,569	SH		SOLE		470,569	0	0
IPG PHOTONICS CORP	COM	44980X109	4,982	32,300	SH		SOLE		32,300	0	0
IQVIA HLDGS INC	COM	46266C105	30,925	192,200	SH		SOLE		192,200	0	0
IRON MTN INC NEW	COM	46284V101	8,537	272,752	SH		SOLE		272,752	0	0
IRONWOOD PHARMACEUTICALS INC	COM CL A	46333X108	7,385	675,000	SH		SOLE		675,000	0	0
ITT INC	COM	45073V108	182,905	2,793,298	SH		SOLE		2,793,298	0	0
JABIL INC	COM	466313103	36,188	1,145,200	SH		SOLE		1,145,200	0	0
JACOBS ENGR GROUP INC	COM	469814107	12,048	142,769	SH		SOLE		142,769	0	0
JAGGED PEAK ENERGY INC	COM	47009K107	13,025	1,575,000	SH		SOLE		1,575,000	0	0
JEFFERIES FINL GROUP INC	COM	47233W109	6,040	314,100	SH		SOLE		314,100	0	0
JETBLUE AWYS CORP	COM	477143101	6,771	366,221	SH		SOLE		366,221	0	0
JOHNSON & JOHNSON	COM	478160104	347,873	2,497,655	SH		SOLE		2,497,655	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	97,322	2,355,898	SH		SOLE		2,355,898	0	0
JPMORGAN CHASE & CO	COM	46625H100	405,600	3,627,907	SH		SOLE		3,627,907	0	0
JUNIPER NETWORKS INC	COM	48203R104	11,155	418,900	SH		SOLE		418,900	0	0
KALVISTA PHARMACEUTICALS INC	COM	483497103	15,505	700,000	SH		SOLE		700,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	14,570	119,600	SH		SOLE		119,600	0	0
KELLOGG CO	COM	487836108	16,341	305,037	SH		SOLE		305,037	0	0
KENNAMETAL INC	COM	489170100	45,115	1,219,659	SH		SOLE		1,219,659	0	0
KEYCORP NEW	COM	493267108	94,721	5,336,403	SH		SOLE		5,336,403	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	17,075	190,125	SH		SOLE		190,125	0	0
KILROY RLTY CORP	COM	49427F108	7,474	101,254	SH		SOLE		101,254	0	0
KIMCO RLTY CORP	COM	49446R109	9,145	494,863	SH		SOLE		494,863	0	0
KINDRED BIOSCIENCES INC	COM	494577109	13,745	1,650,000	SH		SOLE		1,650,000	0	0
KLA-TENCOR CORP	COM	482480100	59,740	505,414	SH		SOLE		505,414	0	0
KNOLL INC	COM NEW	498904200	15,496	674,346	SH		SOLE		674,346	0	0
KONTOOR BRANDS INC	COM	50050N103	1,668	59,534	SH		SOLE		59,534	0	0
KOSMOS ENERGY LTD	COM	500688106	6,270	1,000,000	SH		SOLE		1,000,000	0	0
KRAFT HEINZ CO	COM	500754106	23,269	749,632	SH		SOLE		749,632	0	0
KROGER CO	COM	501044101	21,031	968,722	SH		SOLE		968,722	0	0
KURA ONCOLOGY INC	COM	50127T109	985	50,000	SH		SOLE		50,000	0	0
L BRANDS INC	COM	501797104	3,809	145,927	SH		SOLE		145,927	0	0
L3 TECHNOLOGIES INC	COM	502413107	21,227	86,581	SH		SOLE		86,581	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	20,298	117,400	SH		SOLE		117,400	0	0
LAM RESEARCH CORP	COM	512807108	99,326	528,778	SH		SOLE		528,778	0	0
LAMB WESTON HLDGS INC	COM	513272104	10,797	170,400	SH		SOLE		170,400	0	0
LAUDER ESTEE COS INC	CL A	518439104	48,814	266,584	SH		SOLE		266,584	0	0
LEAR CORP	COM NEW	521865204	31,336	225,000	SH		SOLE		225,000	0	0
LENNAR CORP	CL A	526057104	16,846	347,617	SH		SOLE		347,617	0	0
LEO HOLDINGS CORP	COM CL A	G5463L105	1,433	139,500	SH		SOLE		139,500	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	25,678	686,400	SH		SOLE		686,400	0	0
LIBERTY OILFIELD SVCS INC	COM CL A	53115L104	8,090	500,000	SH		SOLE		500,000	0	0
LILLY ELI & CO	COM	532457108	39,082	352,761	SH		SOLE		352,761	0	0
LINCOLN NATL CORP IND	COM	534187109	6,101	94,661	SH		SOLE		94,661	0	0
LINDE PLC	SHS	G5494J103	134,745	671,041	SH		SOLE		671,041	0	0
LIVERAMP HLDGS INC	COM	53815P108	2,666	55,000	SH		SOLE		55,000	0	0
LKQ CORP	COM	501889208	10,226	384,300	SH		SOLE		384,300	0	0
LOCKHEED MARTIN CORP	COM	539830109	130,637	359,348	SH		SOLE		359,348	0	0
LOEWS CORP	COM	540424108	5,985	109,477	SH		SOLE		109,477	0	0
LOGICBIO THERAPEUTICS INC	COM	54142F102	16,900	1,300,000	SH		SOLE		1,300,000	0	0
LOUISIANA PAC CORP	COM	546347105	73,931	2,819,623	SH		SOLE		2,819,623	0	0
LOWES COS INC	COM	548661107	96,646	957,743	SH		SOLE		957,743	0	0
LPL FINL HLDGS INC	COM	50212V100	10,196	125,000	SH		SOLE		125,000	0	0
LYFT INC	CL A COM	55087P104	13,142	200,000	SH		SOLE		200,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	31,852	369,813	SH		SOLE		369,813	0	0
M & T BK CORP	COM	55261F104	9,607	56,490	SH		SOLE		56,490	0	0
MACERICH CO	COM	554382101	1,889	56,394	SH		SOLE		56,394	0	0
MACYS INC	COM	55616P104	4,993	232,656	SH		SOLE		232,656	0	0
MANITOWOC CO INC	COM NEW	563571405	4,454	250,248	SH		SOLE		250,248	0	0
MARATHON PETE CORP	COM	56585A102	222,112	3,974,807	SH		SOLE		3,974,807	0	0
MARKETAXESS HLDGS INC	COM	57060D108	10,446	32,500	SH		SOLE		32,500	0	0
MARRIOTT INTL INC NEW	CL A	571903202	47,379	337,725	SH		SOLE		337,725	0	0
MARSH & MCLENNAN COS INC	COM	571748102	61,506	616,604	SH		SOLE		616,604	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	145,813	633,666	SH		SOLE		633,666	0	0
MARVELL TECHNOLOGY GROUP LTD	ORD	G5876H105	63,403	2,656,179	SH		SOLE		2,656,179	0	0
MASCO CORP	COM	574599106	13,993	356,600	SH		SOLE		356,600	0	0
MASTERCARD INC	CL A	57636Q104	377,117	1,425,610	SH		SOLE		1,425,610	0	0
MAXIM INTEGRATED PRODS INC	COM	57772K101	3,924	65,600	SH		SOLE		65,600	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	23,192	149,615	SH		SOLE		149,615	0	0
MCDONALDS CORP	COM	580135101	194,525	936,746	SH		SOLE		936,746	0	0
MCKESSON CORP	COM	58155Q103	31,012	230,760	SH		SOLE		230,760	0	0
MDU RES GROUP INC	COM	552690109	64,500	2,500,000	SH		SOLE		2,500,000	0	0
MEDTRONIC PLC	SHS	G5960L103	159,246	1,635,132	SH		SOLE		1,635,132	0	0
MEIRAGTX HOLDINGS PLC	COM	G59665102	4,704	175,000	SH		SOLE		175,000	0	0
MELLANOX TECHNOLOGIES LTD	SHS	M51363113	22,134	200,000	SH		SOLE		200,000	0	0
MERCK & CO INC	COM	58933Y105	309,163	3,687,091	SH		SOLE		3,687,091	0	0
METLIFE INC	COM	59156R108	40,837	822,176	SH		SOLE		822,176	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	17,533	613,700	SH		SOLE		613,700	0	0
MICRON TECHNOLOGY INC	COM	595112103	55,891	1,448,330	SH		SOLE		1,448,330	0	0
MICROSOFT CORP	COM	594918104	1,251,850	9,344,955	SH		SOLE		9,344,955	0	0
MID AMER APT CMNTYS INC	COM	59522J103	16,316	138,550	SH		SOLE		138,550	0	0
MILESTONE PHARMACEUTICALS IN	COM	59935V107	6,516	240,000	SH		SOLE		240,000	0	0
MOHAWK INDS INC	COM	608190104	1,342	9,100	SH		SOLE		9,100	0	0
MOLSON COORS BREWING CO	CL B	60871R209	12,356	220,636	SH		SOLE		220,636	0	0
MONDELEZ INTL INC	CL A	609207105	95,160	1,765,497	SH		SOLE		1,765,497	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	29,966	469,461	SH		SOLE		469,461	0	0
MOODYS CORP	COM	615369105	39,459	202,032	SH		SOLE		202,032	0	0
MOOG INC	CL A	615394202	707	7,553	SH		SOLE		7,553	0	0
MORGAN STANLEY	COM NEW	617446448	86,446	1,973,206	SH		SOLE		1,973,206	0	0
MOSAIC CO NEW	COM	61945C103	302,435	12,082,905	SH		SOLE		12,082,905	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	57,201	343,076	SH		SOLE		343,076	0	0
MSCI INC	COM	55354G100	40,117	168,000	SH		SOLE		168,000	0	0
MYLAN N V	SHS EURO	N59465109	11,155	585,871	SH		SOLE		585,871	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	218	75,000	SH		SOLE		75,000	0	0
NASDAQ INC	COM	631103108	13,270	137,980	SH		SOLE		137,980	0	0
NATIONAL VISION HLDGS INC	COM	63845R107	223,465	7,271,873	SH		SOLE		7,271,873	0	0
NAVISTAR INTL CORP NEW	COM	63934E108	23,018	668,160	SH		SOLE		668,160	0	0
NETAPP INC	COM	64110D104	14,543	235,700	SH		SOLE		235,700	0	0
NETFLIX INC	COM	64110L106	170,797	464,982	SH		SOLE		464,982	0	0
NEURONETICS INC	COM	64131A105	3,128	250,000	SH		SOLE		250,000	0	0
NEVRO CORP	COM	64157F103	32,415	500,000	SH		SOLE		500,000	0	0
NEW YORK CMNTY BANCORP INC	COM	649445103	21,109	2,115,100	SH		SOLE		2,115,100	0	0
NEWELL BRANDS INC	COM	651229106	7,133	462,600	SH		SOLE		462,600	0	0
NEWMONT GOLDCORP CORPORATION	COM	651639106	4,345	112,956	SH		SOLE		112,956	0	0
NEWS CORP NEW	CL A	65249B109	6,351	470,770	SH		SOLE		470,770	0	0
NEWS CORP NEW	CL B	65249B208	1,997	143,031	SH		SOLE		143,031	0	0
NEXTERA ENERGY INC	COM	65339F101	119,709	584,343	SH		SOLE		584,343	0	0
NIELSEN HLDGS PLC	SHS EUR	G6518L108	9,767	432,163	SH		SOLE		432,163	0	0
NIKE INC	CL B	654106103	79,747	949,938	SH		SOLE		949,938	0	0
NINE ENERGY SVC INC	COM	65441V101	17,120	987,905	SH		SOLE		987,905	0	0
NISOURCE INC	COM	65473P105	12,780	443,744	SH		SOLE		443,744	0	0
NOBLE ENERGY INC	COM	655044105	242,467	10,824,441	SH		SOLE		10,824,441	0	0
NORDSTROM INC	COM	655664100	1,563	49,064	SH		SOLE		49,064	0	0
NORFOLK SOUTHERN CORP	COM	655844108	64,764	324,906	SH		SOLE		324,906	0	0
NORTHERN TR CORP	COM	665859104	36,819	409,100	SH		SOLE		409,100	0	0
NORTHROP GRUMMAN CORP	COM	666807102	7,127	22,057	SH		SOLE		22,057	0	0
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	14,298	266,600	SH		SOLE		266,600	0	0
NOVA MEASURING INSTRUMENTS L	COM	M7516K103	67,524	2,638,690	SH		SOLE		2,638,690	0	0
NOVO-NORDISK A S	ADR	670100205	81,664	1,600,000	SH		SOLE		1,600,000	0	0
NRG ENERGY INC	COM NEW	629377508	33,495	953,720	SH		SOLE		953,720	0	0
NUCOR CORP	COM	670346105	20,098	364,759	SH		SOLE		364,759	0	0
NUTRIEN LTD	COM	67077M108	5,346	100,000	SH		SOLE		100,000	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	29,002	1,169,918	SH		SOLE		1,169,918	0	0
NVIDIA CORP	COM	67066G104	121,856	741,981	SH		SOLE		741,981	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	13,060	133,800	SH		SOLE		133,800	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	27,625	74,800	SH		SOLE		74,800	0	0
OLIN CORP	COM PAR $1	680665205	208,607	9,521,082	SH		SOLE		9,521,082	0	0
OMNICOM GROUP INC	COM	681919106	2,286	27,900	SH		SOLE		27,900	0	0
ONEMAIN HLDGS INC	COM	68268W103	17,735	524,543	SH		SOLE		524,543	0	0
ORACLE CORP	COM	68389X105	156,952	2,754,997	SH		SOLE		2,754,997	0	0
ORBCOMM INC	COM	68555P100	56,895	7,847,544	SH		SOLE		7,847,544	0	0
ORCHARD THERAPEUTICS PLC	ADS	68570P101	24,214	1,730,800	SH		SOLE		1,730,800	0	0
OWENS CORNING NEW	COM	690742101	101,861	1,750,183	SH		SOLE		1,750,183	0	0
PACCAR INC	COM	693718108	5,262	73,437	SH		SOLE		73,437	0	0
PACKAGING CORP AMER	COM	695156109	10,762	112,900	SH		SOLE		112,900	0	0
PAGERDUTY INC	COM	69553P100	2,353	50,000	SH		SOLE		50,000	0	0
PARSLEY ENERGY INC	CL A	701877102	201,110	10,579,177	SH		SOLE		10,579,177	0	0
PAYCHEX INC	COM	704326107	12,421	150,946	SH		SOLE		150,946	0	0
PAYPAL HLDGS INC	COM	70450Y103	183,774	1,605,575	SH		SOLE		1,605,575	0	0
PENTAIR PLC	SHS	G7S00T104	6,904	185,597	SH		SOLE		185,597	0	0
PENUMBRA INC	COM	70975L107	15,200	95,000	SH		SOLE		95,000	0	0
PEPSICO INC	COM	713448108	223,954	1,707,879	SH		SOLE		1,707,879	0	0
PERKINELMER INC	COM	714046109	13,050	135,460	SH		SOLE		135,460	0	0
PERRIGO CO PLC	SHS	G97822103	5,116	107,426	SH		SOLE		107,426	0	0
PERSPECTA INC	COM	715347100	4,949	211,411	SH		SOLE		211,411	0	0
PFIZER INC	COM	717081103	284,586	6,569,391	SH		SOLE		6,569,391	0	0
PHILIP MORRIS INTL INC	COM	718172109	148,944	1,896,654	SH		SOLE		1,896,654	0	0
PHILLIPS 66	COM	718546104	47,799	511,001	SH		SOLE		511,001	0	0
PINNACLE WEST CAP CORP	COM	723484101	12,906	137,163	SH		SOLE		137,163	0	0
PINTEREST INC	CL A	72352L106	5,444	200,000	SH		SOLE		200,000	0	0
PIONEER NAT RES CO	COM	723787107	165,215	1,073,800	SH		SOLE		1,073,800	0	0
PIVOTAL ACQUISITION CORP	CL A COM	72583A101	5,075	500,000	SH		SOLE		500,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	133,268	970,777	SH		SOLE		970,777	0	0
PORTOLA PHARMACEUTICALS INC	COM	737010108	13,565	500,000	SH		SOLE		500,000	0	0
PPG INDS INC	COM	693506107	17,021	145,837	SH		SOLE		145,837	0	0
PPL CORP	COM	69351T106	26,585	857,320	SH		SOLE		857,320	0	0
PRECISION BIOSCIENCES INC	COM	74019P108	11,942	901,276	SH		SOLE		901,276	0	0
PREVAIL THERAPEUTICS INC	COM	74140Y101	8,386	635,327	SH		SOLE		635,327	0	0
PRICE T ROWE GROUP INC	COM	74144T108	26,070	237,630	SH		SOLE		237,630	0	0
PRINCIPIA BIOPHARMA INC	COM	74257L108	16,595	500,000	SH		SOLE		500,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	335,087	3,055,973	SH		SOLE		3,055,973	0	0
PROGRESSIVE CORP OHIO	COM	743315103	56,527	707,204	SH		SOLE		707,204	0	0
PROLOGIS INC	COM	74340W103	61,439	767,029	SH		SOLE		767,029	0	0
PROOFPOINT INC	COM	743424103	12,025	100,000	SH		SOLE		100,000	0	0
PROPETRO HLDG CORP	COM	74347M108	25,869	1,249,687	SH		SOLE		1,249,687	0	0
PROQR THRAPEUTICS N V	SHS EURO	N71542109	33,993	3,735,507	SH		SOLE		3,735,507	0	0
PRUDENTIAL FINL INC	COM	744320102	49,605	491,137	SH		SOLE		491,137	0	0
PUBLIC STORAGE	COM	74460D109	43,416	182,292	SH		SOLE		182,292	0	0
PUBLIC SVC ENTERPRISE GRP IN	COM	744573106	154,723	2,630,444	SH		SOLE		2,630,444	0	0
PULTE GROUP INC	COM	745867101	9,799	309,900	SH		SOLE		309,900	0	0
PVH CORP	COM	693656100	21,218	224,200	SH		SOLE		224,200	0	0
QORVO INC	COM	74736K101	4,215	63,278	SH		SOLE		63,278	0	0
QUALCOMM INC	COM	747525103	125,064	1,644,064	SH		SOLE		1,644,064	0	0
QUANTA SVCS INC	COM	74762E102	6,601	172,847	SH		SOLE		172,847	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	10,201	100,200	SH		SOLE		100,200	0	0
RA PHARMACEUTICALS INC	COM	74933V108	12,028	400,000	SH		SOLE		400,000	0	0
RANGE RES CORP	COM	75281A109	11,168	1,600,000	SH		SOLE		1,600,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	13,993	165,500	SH		SOLE		165,500	0	0
RAYONIER ADVANCED MATLS INC	COM	75508B104	9,049	1,394,341	SH		SOLE		1,394,341	0	0
RAYTHEON CO	COM NEW	755111507	186,244	1,071,108	SH		SOLE		1,071,108	0	0
REALTY INCOME CORP	COM	756109104	26,533	384,700	SH		SOLE		384,700	0	0
REATA PHARMACEUTICALS INC	CL A	75615P103	4,246	45,000	SH		SOLE		45,000	0	0
RED HAT INC	COM	756577102	98,987	527,200	SH		SOLE		527,200	0	0
REGALWOOD GLOBAL ENERGY LTD	*W EXP 12/05/202	G74760128	600	666,666	SH		SOLE		666,666	0	0
REGALWOOD GLOBAL ENERGY LTD	COM CL A	G74760102	20,400	1,999,998	SH		SOLE		1,999,998	0	0
REGENCY CTRS CORP	COM	758849103	13,575	203,400	SH		SOLE		203,400	0	0
RESIDEO TECHNOLOGIES INC	COM	76118Y104	311	14,180	SH		SOLE		14,180	0	0
RESMED INC	COM	761152107	21,266	174,265	SH		SOLE		174,265	0	0
RHYTHM PHARMACEUTICALS INC	COM	76243J105	550	25,000	SH		SOLE		25,000	0	0
RITE AID CORP	COM	767754872	2,412	301,172	SH		SOLE		301,172	0	0
ROBERT HALF INTL INC	COM	770323103	5,633	98,800	SH		SOLE		98,800	0	0
ROCKET PHARMACEUTICALS INC	COM	77313F106	32,366	2,157,739	SH		SOLE		2,157,739	0	0
ROLLINS INC	COM	775711104	6,453	179,900	SH		SOLE		179,900	0	0
ROSS STORES INC	COM	778296103	44,949	453,478	SH		SOLE		453,478	0	0
ROYAL CARIBBEAN CRUISES LTD	COM	V7780T103	25,321	208,900	SH		SOLE		208,900	0	0
ROYAL DUTCH SHELL PLC	SPONS ADR A	780259206	12,363	190,000	SH		SOLE		190,000	0	0
S&P GLOBAL INC	COM	78409V104	68,431	300,411	SH		SOLE		300,411	0	0
SAGE THERAPEUTICS INC	COM	78667J108	3,662	20,000	SH		SOLE		20,000	0	0
SALESFORCE COM INC	COM	79466L302	111,623	735,668	SH		SOLE		735,668	0	0
SANOFI	RIGHT 12/31/2020	80105N113	320	614,455	SH		SOLE		614,455	0	0
SAP SE	SPON ADR	803054204	47,880	350,000	SH		SOLE		350,000	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	182,340	1,200,000	SH		SOLE		1,200,000	0	0
SAVARA INC	COM	805111101	948	400,000	SH		SOLE		400,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	30,736	136,700	SH		SOLE		136,700	0	0
SCHLUMBERGER LTD	COM	806857108	59,791	1,504,567	SH		SOLE		1,504,567	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	45,876	529,991	SH		SOLE		529,991	0	0
SEAGATE TECHNOLOGY PLC	SHS	G7945M107	13,104	278,100	SH		SOLE		278,100	0	0
SELECT ENERGY SVCS INC	CL A COM	81617J301	15,678	1,350,388	SH		SOLE		1,350,388	0	0
SEMPRA ENERGY	COM	816851109	73,228	532,800	SH		SOLE		532,800	0	0
SEMTECH CORP	COM	816850101	28,156	585,972	SH		SOLE		585,972	0	0
SENTINEL ENERGY SVCS INC	*W EXP 11/02/202	81728P113	233	333,334	SH		SOLE		333,334	0	0
SENTINEL ENERGY SVCS INC	CL A	81728P105	15,225	1,500,000	SH		SOLE		1,500,000	0	0
SERVICENOW INC	COM	81762P102	12,356	45,000	SH		SOLE		45,000	0	0
SHERWIN WILLIAMS CO	COM	824348106	100,298	218,852	SH		SOLE		218,852	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	5,438	45,000	SH		SOLE		45,000	0	0
SILK ROAD MEDICAL INC	COM	82710M100	7,293	150,500	SH		SOLE		150,500	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	59,936	375,163	SH		SOLE		375,163	0	0
SKYLINE CHAMPION CORPORATION	COM	830830105	1,369	50,000	SH		SOLE		50,000	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	15,033	194,550	SH		SOLE		194,550	0	0
SL GREEN RLTY CORP	COM	78440X101	13,615	169,400	SH		SOLE		169,400	0	0
SMITH A O CORP	COM	831865209	8,098	171,720	SH		SOLE		171,720	0	0
SMUCKER J M CO	COM NEW	832696405	15,773	136,927	SH		SOLE		136,927	0	0
SNAP INC	CL A	83304A106	15,896	1,111,629	SH		SOLE		1,111,629	0	0
SOLARIS OILFIELD INFRSTR INC	COM CL A	83418M103	21,502	1,435,367	SH		SOLE		1,435,367	0	0
SOUTHWEST AIRLS CO	COM	844741108	31,229	614,977	SH		SOLE		614,977	0	0
SOUTHWEST GAS HOLDINGS INC	COM	844895102	108,729	1,213,218	SH		SOLE		1,213,218	0	0
SPARK ENERGY INC	CL A COM	846511103	151	13,474	SH		SOLE		13,474	0	0
SPARK THERAPEUTICS INC	COM	84652J103	59,824	584,332	SH		SOLE		584,332	0	0
SPARTAN ENERGY ACQUISITON CO	*W EXP 08/27/202	846784122	1,410	1,584,000	SH		SOLE		1,584,000	0	0
SPARTAN ENERGY ACQUISITON CO	CL A COM STK	846784106	47,520	4,752,000	SH		SOLE		4,752,000	0	0
SPRING BK PHARMACEUTICALS IN	COM	849431101	5,258	1,425,000	SH		SOLE		1,425,000	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	12,962	225,000	SH		SOLE		225,000	0	0
STARBUCKS CORP	COM	855244109	127,762	1,524,060	SH		SOLE		1,524,060	0	0
STATE STR CORP	COM	857477103	19,184	342,200	SH		SOLE		342,200	0	0
STEEL DYNAMICS INC	COM	858119100	3,020	100,000	SH		SOLE		100,000	0	0
STEMLINE THERAPEUTICS INC	COM	85858C107	61,280	4,000,000	SH		SOLE		4,000,000	0	0
STMICROELECTRONICS N V	NY REGISTRY	861012102	7,432	421,800	SH		SOLE		421,800	0	0
STRYKER CORP	COM	863667101	77,832	378,597	SH		SOLE		378,597	0	0
SUMMIT MATLS INC	CL A	86614U100	125,329	6,510,590	SH		SOLE		6,510,590	0	0
SUNTRUST BKS INC	COM	867914103	44,762	712,200	SH		SOLE		712,200	0	0
SVB FINL GROUP	COM	78486Q101	16,966	75,544	SH		SOLE		75,544	0	0
SYMANTEC CORP	COM	871503108	16,369	752,259	SH		SOLE		752,259	0	0
SYNCHRONY FINL	COM	87165B103	70,208	2,025,038	SH		SOLE		2,025,038	0	0
SYNDAX PHARMACEUTICALS INC	COM	87164F105	13,732	1,475,000	SH		SOLE		1,475,000	0	0
SYNOPSYS INC	COM	871607107	21,491	167,000	SH		SOLE		167,000	0	0
SYSCO CORP	COM	871829107	40,644	574,724	SH		SOLE		574,724	0	0
T MOBILE US INC	COM	872590104	22,242	300,000	SH		SOLE		300,000	0	0
TABLEAU SOFTWARE INC	CL A	87336U105	14,112	85,000	SH		SOLE		85,000	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	58,759	517,567	SH		SOLE		517,567	0	0
TARGET CORP	COM	87612E106	39,765	459,124	SH		SOLE		459,124	0	0
TCF FINL CORP	COM	872275102	18,087	870,000	SH		SOLE		870,000	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	73,237	764,634	SH		SOLE		764,634	0	0
TECHNIPFMC PLC	COM	G87110105	12,980	500,400	SH		SOLE		500,400	0	0
TELEFLEX INC	COM	879369106	18,529	55,955	SH		SOLE		55,955	0	0
TEXAS INSTRS INC	COM	882508104	106,881	931,344	SH		SOLE		931,344	0	0
TEXTRON INC	COM	883203101	74,039	1,395,902	SH		SOLE		1,395,902	0	0
THE CHARLES SCHWAB CORPORATI	COM	808513105	52,761	1,312,800	SH		SOLE		1,312,800	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	144,195	490,995	SH		SOLE		490,995	0	0
TIMKEN CO	COM	887389104	15,231	296,674	SH		SOLE		296,674	0	0
TJX COS INC NEW	COM	872540109	80,174	1,516,147	SH		SOLE		1,516,147	0	0
TORCHMARK CORP	COM	891027104	7,908	88,400	SH		SOLE		88,400	0	0
TORTOISE ACQUISITION CORP	*W EXP 03/04/202	89154L118	709	1,012,500	SH		SOLE		1,012,500	0	0
TORTOISE ACQUISITION CORP	CL A	89154L100	19,946	2,025,000	SH		SOLE		2,025,000	0	0
TOTAL S A	SPONSORED ADS	89151E109	20,642	370,000	SH		SOLE		370,000	0	0
TOTAL SYS SVCS INC	COM	891906109	22,318	173,992	SH		SOLE		173,992	0	0
TOYOTA MOTOR CORP	SP ADR REP2COM	892331307	47,638	384,208	SH		SOLE		384,208	0	0
TRACTOR SUPPLY CO	COM	892356106	15,722	144,500	SH		SOLE		144,500	0	0
TRADEWEB MKTS INC	CL A	892672106	10,860	247,894	SH		SOLE		247,894	0	0
TRANSDIGM GROUP INC	COM	893641100	23,291	48,141	SH		SOLE		48,141	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	641	100,000	SH		SOLE		100,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	24,640	164,794	SH		SOLE		164,794	0	0
TRIPADVISOR INC	COM	896945201	5,596	120,900	SH		SOLE		120,900	0	0
TURNING POINT THERAPEUTICS I	COM	90041T108	8,140	200,000	SH		SOLE		200,000	0	0
TWILIO INC	CL A	90138F102	6,818	50,000	SH		SOLE		50,000	0	0
TWITTER INC	COM	90184L102	30,754	881,200	SH		SOLE		881,200	0	0
TYSON FOODS INC	CL A	902494103	29,006	359,255	SH		SOLE		359,255	0	0
U S SILICA HLDGS INC	COM	90346E103	3,678	287,546	SH		SOLE		287,546	0	0
UDR INC	COM	902653104	14,895	331,800	SH		SOLE		331,800	0	0
ULTA BEAUTY INC	COM	90384S303	8,985	25,901	SH		SOLE		25,901	0	0
UNDER ARMOUR INC	CL A	904311107	325,821	12,852,900	SH		SOLE		12,852,900	0	0
UNDER ARMOUR INC	CL C	904311206	5,229	235,541	SH		SOLE		235,541	0	0
UNION PACIFIC CORP	COM	907818108	121,165	716,488	SH		SOLE		716,488	0	0
UNIQURE NV	SHS	N90064101	37,121	475,000	SH		SOLE		475,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	24,429	279,033	SH		SOLE		279,033	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	78,815	763,189	SH		SOLE		763,189	0	0
UNITED RENTALS INC	COM	911363109	56,981	429,626	SH		SOLE		429,626	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	291,594	2,239,589	SH		SOLE		2,239,589	0	0
UNITED THERAPEUTICS CORP DEL	COM	91307C102	11,709	150,000	SH		SOLE		150,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	282,516	1,157,806	SH		SOLE		1,157,806	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	13,125	100,659	SH		SOLE		100,659	0	0
UNUM GROUP	COM	91529Y106	3,330	99,269	SH		SOLE		99,269	0	0
UROVANT SCIENCES LTD	SHS	G9381B108	7,910	1,000,000	SH		SOLE		1,000,000	0	0
US BANCORP DEL	COM NEW	902973304	37,073	707,500	SH		SOLE		707,500	0	0
V F CORP	COM	918204108	18,452	211,241	SH		SOLE		211,241	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	139,305	1,627,200	SH		SOLE		1,627,200	0	0
VALVOLINE INC	COM	92047W101	1,953	100,000	SH		SOLE		100,000	0	0
VAPOTHERM INC	COM	922107107	20,896	908,518	SH		SOLE		908,518	0	0
VARIAN MED SYS INC	COM	92220P105	4,818	35,395	SH		SOLE		35,395	0	0
VENATOR MATLS PLC	SHS	G9329Z100	36,021	6,809,275	SH		SOLE		6,809,275	0	0
VENTAS INC	COM	92276F100	30,860	451,500	SH		SOLE		451,500	0	0
VERISIGN INC	COM	92343E102	26,614	127,240	SH		SOLE		127,240	0	0
VERISK ANALYTICS INC	COM	92345Y106	29,365	200,500	SH		SOLE		200,500	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	261,132	4,570,839	SH		SOLE		4,570,839	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	119,773	653,141	SH		SOLE		653,141	0	0
VIACOM INC NEW	CL B	92553P201	12,906	432,069	SH		SOLE		432,069	0	0
VIAVI SOLUTIONS INC	COM	925550105	12,426	935,000	SH		SOLE		935,000	0	0
VISA INC	COM CL A	92826C839	314,202	1,810,440	SH		SOLE		1,810,440	0	0
VISTRA ENERGY CORP	COM	92840M102	174,122	7,690,895	SH		SOLE		7,690,895	0	0
VORNADO RLTY TR	SH BEN INT	929042109	13,369	208,559	SH		SOLE		208,559	0	0
VOYA FINL INC	COM	929089100	45,291	819,000	SH		SOLE		819,000	0	0
VULCAN MATLS CO	COM	929160109	193,313	1,407,858	SH		SOLE		1,407,858	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	42,085	769,797	SH		SOLE		769,797	0	0
WALMART INC	COM	931142103	188,350	1,704,679	SH		SOLE		1,704,679	0	0
WASTE MGMT INC DEL	COM	94106L109	126,469	1,096,201	SH		SOLE		1,096,201	0	0
WATERS CORP	COM	941848103	18,738	87,056	SH		SOLE		87,056	0	0
WAYFAIR INC	CL A	94419L101	106,096	726,688	SH		SOLE		726,688	0	0
WELLCARE HEALTH PLANS INC	COM	94946T106	17,503	61,400	SH		SOLE		61,400	0	0
WELLS FARGO CO NEW	COM	949746101	223,382	4,720,674	SH		SOLE		4,720,674	0	0
WELLTOWER INC	COM	95040Q104	40,260	493,806	SH		SOLE		493,806	0	0
WESCO AIRCRAFT HLDGS INC	COM	950814103	811	73,056	SH		SOLE		73,056	0	0
WESTERN ALLIANCE BANCORP	COM	957638109	10,071	225,205	SH		SOLE		225,205	0	0
WESTERN DIGITAL CORP	COM	958102105	12,693	266,937	SH		SOLE		266,937	0	0
WESTERN UN CO	COM	959802109	4,503	226,413	SH		SOLE		226,413	0	0
WESTLAKE CHEM CORP	COM	960413102	83,685	1,204,801	SH		SOLE		1,204,801	0	0
WESTROCK CO	COM	96145D105	11,316	310,289	SH		SOLE		310,289	0	0
WEYERHAEUSER CO	COM	962166104	34,239	1,299,900	SH		SOLE		1,299,900	0	0
WILLIS TOWERS WATSON PUB LTD	SHS	G96629103	68,988	360,175	SH		SOLE		360,175	0	0
WORLDPAY INC	CL A	981558109	22,917	187,000	SH		SOLE		187,000	0	0
WPX ENERGY INC	COM	98212B103	104,868	9,111,000	SH		SOLE		9,111,000	0	0
WYNN RESORTS LTD	COM	983134107	14,222	114,700	SH		SOLE		114,700	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	12,818	1,300,000	SH		SOLE		1,300,000	0	0
XEROX CORP	COM NEW	984121608	34,627	977,900	SH		SOLE		977,900	0	0
XILINX INC	COM	983919101	31,002	262,910	SH		SOLE		262,910	0	0
YAMANA GOLD INC	COM	98462Y100	20,639	8,190,200	SH		SOLE		8,190,200	0	0
YUM BRANDS INC	COM	988498101	41,509	375,068	SH		SOLE		375,068	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	29,264	248,548	SH		SOLE		248,548	0	0
ZIONS BANCORPORATION N A	COM	989701107	18,433	400,886	SH		SOLE		400,886	0	0
ZOETIS INC	CL A	98978V103	63,218	557,039	SH		SOLE		557,039	0	0
ZOGENIX INC	COM NEW	98978L204	1,195	25,000	SH		SOLE		25,000	0	0
ZOOM VIDEO COMMUNICATIONS IN	CL A	98980L101	4,440	50,000	SH		SOLE		50,000	0	0
ZOSANO PHARMA CORP	COM NEW	98979H202	3,270	1,000,000	SH		SOLE		1,000,000	0	0