State of New Jersey Common Pension Fund D 13F-HR Quarterly holdings report by institutional manager

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
2U INC	COM	90214J101	1,795	50,000	SH		SOLE		50,000	0	0
ABBOTT LABS	COM	002824100	86,111	2,141,000	SH		SOLE		2,141,000	0	0
ABBVIE INC	COM	00287Y109	119,756	2,201,000	SH		SOLE		2,201,000	0	0
ABM INDS INC	COM	000957100	6,828	250,000	SH		SOLE		250,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	14,155	470,746	SH		SOLE		470,746	0	0
ACCELERON PHARMA INC	COM	00434H108	448	18,000	SH		SOLE		18,000	0	0
ACCO BRANDS CORP	COM	00081T108	1,499	212,000	SH		SOLE		212,000	0	0
ACE LTD	SHS	H0023R105	12,408	120,000	SH		SOLE		120,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	2,386	90,000	SH		SOLE		90,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	18,534	600,000	SH		SOLE		600,000	0	0
ADAMAS PHARMACEUTICALS INC	COM	00548A106	1,565	93,500	SH		SOLE		93,500	0	0
ADAPTIMMUNE THERAPEUTICS PLC	SPONDS ADR	00653A107	287	24,000	SH		SOLE		24,000	0	0
ADTRAN INC	COM	00738A106	1,825	125,000	SH		SOLE		125,000	0	0
ADURO BIOTECH INC	COM	00739L101	1,001	51,700	SH		SOLE		51,700	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	12,177	64,250	SH		SOLE		64,250	0	0
ADVANCED SEMICONDUCTOR ENGR	SPONSORED ADR	00756M404	9,408	1,713,687	SH		SOLE		1,713,687	0	0
AECOM	COM	00766T100	42,916	1,560,000	SH		SOLE		1,560,000	0	0
AES CORP	COM	00130H105	5,629	575,000	SH		SOLE		575,000	0	0
AETNA INC NEW	COM	00817Y108	81,523	745,120	SH		SOLE		745,120	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	3,420	20,000	SH		SOLE		20,000	0	0
AFLAC INC	COM	001055102	39,528	680,000	SH		SOLE		680,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	8,583	250,000	SH		SOLE		250,000	0	0
AGL RES INC	COM	001204106	1,831	30,000	SH		SOLE		30,000	0	0
AGREE REALTY CORP	COM	008492100	9,328	312,500	SH		SOLE		312,500	0	0
AK STL HLDG CORP	COM	001547108	2,410	1,000,000	SH		SOLE		1,000,000	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	31,768	460,000	SH		SOLE		460,000	0	0
AKORN INC	COM	009728106	428	15,000	SH		SOLE		15,000	0	0
ALCOA INC	COM	013817101	4,103	424,725	SH		SOLE		424,725	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	3,948	115,000	SH		SOLE		115,000	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	11,303	133,500	SH		SOLE		133,500	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	7,389	125,303	SH		SOLE		125,303	0	0
ALKERMES PLC	SHS	G01767105	2,640	45,000	SH		SOLE		45,000	0	0
ALLEGHANY CORP DEL	COM	017175100	4,470	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	3,545	250,000	SH		SOLE		250,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	1,922	33,333	SH		SOLE		33,333	0	0
ALLERGAN PLC	SHS	G0177J108	123,865	455,702	SH		SOLE		455,702	0	0
ALLIANCE ONE INTL INC	COM NEW	018772301	1,223	60,000	SH		SOLE		60,000	0	0
ALLIANT ENERGY CORP	COM	018802108	3,802	65,000	SH		SOLE		65,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	868	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	50,148	861,054	SH		SOLE		861,054	0	0
ALTERA CORP	COM	021441100	7,512	150,000	SH		SOLE		150,000	0	0
ALTRIA GROUP INC	COM	02209S103	121,965	2,242,000	SH		SOLE		2,242,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	4,615	116,167	SH		SOLE		116,167	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	361	187,000	SH		SOLE		187,000	0	0
AMAZON COM INC	COM	023135106	194,519	380,000	SH		SOLE		380,000	0	0
AMBER RD INC	COM	02318Y108	253	60,000	SH		SOLE		60,000	0	0
AMBEV SA	SPONSORED ADR	02319V103	16,747	3,417,700	SH		SOLE		3,417,700	0	0
AMC NETWORKS INC	CL A	00164V103	3,659	50,000	SH		SOLE		50,000	0	0
AMEREN CORP	COM	023608102	5,368	127,000	SH		SOLE		127,000	0	0
AMERESCO INC	CL A	02361E108	735	125,000	SH		SOLE		125,000	0	0
AMERICA MOVIL SAB DE CV	SPON ADR L SHS	02364W105	7,901	477,400	SH		SOLE		477,400	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	51,450	1,325,000	SH		SOLE		1,325,000	0	0
AMERICAN APPAREL INC	COM	023850100	27	245,000	SH		SOLE		245,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	21,043	515,000	SH		SOLE		515,000	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	21,934	1,100,000	SH		SOLE		1,100,000	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	15,819	436,516	SH		SOLE		436,516	0	0
AMERICAN CAPITAL AGENCY CORP	COM	02503X105	4,208	225,000	SH		SOLE		225,000	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	1,485	95,000	SH		SOLE		95,000	0	0
AMERICAN ELEC PWR INC	COM	025537101	14,499	255,000	SH		SOLE		255,000	0	0
AMERICAN EXPRESS CO	COM	025816109	63,307	854,000	SH		SOLE		854,000	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	81,934	1,442,000	SH		SOLE		1,442,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	91,808	1,043,500	SH		SOLE		1,043,500	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	826	15,000	SH		SOLE		15,000	0	0
AMERIPRISE FINL INC	COM	03076C106	98,654	904,000	SH		SOLE		904,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	15,673	165,000	SH		SOLE		165,000	0	0
AMGEN INC	COM	031162100	80,413	581,355	SH		SOLE		581,355	0	0
ANADARKO PETE CORP	COM	032511107	21,438	355,000	SH		SOLE		355,000	0	0
ANALOG DEVICES INC	COM	032654105	55,000	975,000	SH		SOLE		975,000	0	0
ANGIODYNAMICS INC	COM	03475V101	857	65,000	SH		SOLE		65,000	0	0
ANSYS INC	COM	03662Q105	8,814	100,000	SH		SOLE		100,000	0	0
ANTHEM INC	COM	036752103	9,800	70,000	SH		SOLE		70,000	0	0
AON PLC	SHS CL A	G0408V102	23,482	265,000	SH		SOLE		265,000	0	0
APACHE CORP	COM	037411105	8,028	205,000	SH		SOLE		205,000	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	7,590	205,000	SH		SOLE		205,000	0	0
APPLE INC	COM	037833100	843,795	7,650,000	SH		SOLE		7,650,000	0	0
APPLIED MATLS INC	COM	038222105	35,550	2,420,000	SH		SOLE		2,420,000	0	0
APPLIED MICRO CIRCUITS CORP	COM NEW	03822W406	797	150,000	SH		SOLE		150,000	0	0
AQUA AMERICA INC	COM	03836W103	1,324	50,000	SH		SOLE		50,000	0	0
ARBOR RLTY TR INC	COM	038923108	1,240	195,000	SH		SOLE		195,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	24,874	338,556	SH		SOLE		338,556	0	0
ARCH COAL INC	COM NEW	039380308	132	39,999	SH		SOLE		39,999	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	40,249	971,026	SH		SOLE		971,026	0	0
ARES COML REAL ESTATE CORP	COM	04013V108	659	55,000	SH		SOLE		55,000	0	0
ARMSTRONG WORLD INDS INC NEW	COM	04247X102	1,910	40,000	SH		SOLE		40,000	0	0
ARQULE INC	COM	04269E107	418	223,774	SH		SOLE		223,774	0	0
ARRAY BIOPHARMA INC	COM	04269X105	1,208	265,000	SH		SOLE		265,000	0	0
ARRIS GROUP INC NEW	COM	04270V106	2,597	100,000	SH		SOLE		100,000	0	0
ASHFORD HOSPITALITY PRIME IN	COM	044102101	4,721	336,502	SH		SOLE		336,502	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	610	100,000	SH		SOLE		100,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	4,928	130,000	SH		SOLE		130,000	0	0
ASTEC INDS INC	COM	046224101	40,681	1,214,000	SH		SOLE		1,214,000	0	0
AT&T INC	COM	00206R102	29,175	895,500	SH		SOLE		895,500	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	8,294	240,000	SH		SOLE		240,000	0	0
ATMEL CORP	COM	049513104	10,088	1,250,000	SH		SOLE		1,250,000	0	0
ATMOS ENERGY CORP	COM	049560105	2,909	50,000	SH		SOLE		50,000	0	0
AUTODESK INC	COM	052769106	48,554	1,100,000	SH		SOLE		1,100,000	0	0
AUTOZONE INC	COM	053332102	10,206	14,100	SH		SOLE		14,100	0	0
AVAGO TECHNOLOGIES LTD	SHS	Y0486S104	2,125	17,000	SH		SOLE		17,000	0	0
AVALONBAY CMNTYS INC	COM	053484101	26,835	153,500	SH		SOLE		153,500	0	0
AVID TECHNOLOGY INC	COM	05367P100	1,313	165,000	SH		SOLE		165,000	0	0
AVX CORP NEW	COM	002444107	3,011	230,000	SH		SOLE		230,000	0	0
AXIALL CORP	COM	05463D100	3,530	225,000	SH		SOLE		225,000	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	1,098	85,000	SH		SOLE		85,000	0	0
B/E AEROSPACE INC	COM	073302101	46,754	1,065,000	SH		SOLE		1,065,000	0	0
BABCOCK & WILCOX ENTERPRIS I	COM	05614L100	13,440	800,000	SH		SOLE		800,000	0	0
BAIDU INC	SPON ADR REP A	056752108	25,176	183,214	SH		SOLE		183,214	0	0
BAKER HUGHES INC	COM	057224107	97,055	1,865,000	SH		SOLE		1,865,000	0	0
BALLANTYNE STRONG INC	COM	058516105	2,632	560,000	SH		SOLE		560,000	0	0
BANCO SANTANDER CHILE NEW	SP ADR REP COM	05965X109	2,276	124,918	SH		SOLE		124,918	0	0
BANK AMER CORP	COM	060505104	209,520	13,448,000	SH		SOLE		13,448,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	23,457	599,167	SH		SOLE		599,167	0	0
BANKRATE INC DEL	COM	06647F102	17,595	1,700,000	SH		SOLE		1,700,000	0	0
BARD C R INC	COM	067383109	4,658	25,000	SH		SOLE		25,000	0	0
BASIC ENERGY SVCS INC NEW	COM	06985P100	809	245,000	SH		SOLE		245,000	0	0
BAXALTA INC	COM	07177M103	9,800	311,000	SH		SOLE		311,000	0	0
BAXTER INTL INC	COM	071813109	10,216	311,000	SH		SOLE		311,000	0	0
BB&T CORP	COM	054937107	8,010	225,000	SH		SOLE		225,000	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	1,234	298,000	SH		SOLE		298,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	17,329	1,300,000	SH		SOLE		1,300,000	0	0
BECTON DICKINSON & CO	COM	075887109	13,183	99,374	SH		SOLE		99,374	0	0
BEL FUSE INC	CL B	077347300	1,652	85,000	SH		SOLE		85,000	0	0
BEMIS INC	COM	081437105	3,957	100,000	SH		SOLE		100,000	0	0
BERKLEY W R CORP	COM	084423102	5,867	107,905	SH		SOLE		107,905	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	18,548	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	136,920	1,050,000	SH		SOLE		1,050,000	0	0
BEST BUY INC	COM	086516101	5,854	157,700	SH		SOLE		157,700	0	0
BIOGEN INC	COM	09062X103	90,019	308,485	SH		SOLE		308,485	0	0
BIOTIME INC	*W EXP 10/01/201	09066L162	9	11,216	SH		SOLE		11,216	0	0
BLACK HILLS CORP	COM	092113109	20,050	485,000	SH		SOLE		485,000	0	0
BLACKROCK INC	COM	09247X101	68,270	229,500	SH		SOLE		229,500	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	3,167	100,000	SH		SOLE		100,000	0	0
BLACKSTONE MTG TR INC	COM CL A	09257W100	823	30,000	SH		SOLE		30,000	0	0
BLUE BUFFALO PET PRODS INC	COM	09531U102	358	20,000	SH		SOLE		20,000	0	0
BOEING CO	COM	097023105	83,808	640,000	SH		SOLE		640,000	0	0
BORGWARNER INC	COM	099724106	10,398	250,000	SH		SOLE		250,000	0	0
BOSTON BEER INC	CL A	100557107	8,740	41,500	SH		SOLE		41,500	0	0
BOSTON PROPERTIES INC	COM	101121101	44,732	377,800	SH		SOLE		377,800	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	12,225	745,000	SH		SOLE		745,000	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	5,790	470,000	SH		SOLE		470,000	0	0
BRIGGS & STRATTON CORP	COM	109043109	2,897	150,000	SH		SOLE		150,000	0	0
BRIGHTCOVE INC	COM	10921T101	1,870	380,000	SH		SOLE		380,000	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	107,267	1,811,938	SH		SOLE		1,811,938	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	10,777	459,000	SH		SOLE		459,000	0	0
BROADCOM CORP	CL A	111320107	66,859	1,300,000	SH		SOLE		1,300,000	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	2,558	81,369	SH		SOLE		81,369	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	3,434	160,000	SH		SOLE		160,000	0	0
BSQUARE CORP	COM NEW	11776U300	1,586	240,000	SH		SOLE		240,000	0	0
BURLINGTON STORES INC	COM	122017106	7,018	137,500	SH		SOLE		137,500	0	0
BWX TECHNOLOGIES INC	COM	05605H100	21,088	800,000	SH		SOLE		800,000	0	0
C&J ENERGY SVCS LTD	SHS	G3164Q101	194	55,000	SH		SOLE		55,000	0	0
CABLEVISION SYS CORP	CL A NY CABLVS	12686C109	8,118	250,000	SH		SOLE		250,000	0	0
CABOT OIL & GAS CORP	COM	127097103	6,230	285,000	SH		SOLE		285,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	12,822	620,000	SH		SOLE		620,000	0	0
CAESARSTONE SDOT-YAM LTD	ORD SHS	M20598104	669	22,000	SH		SOLE		22,000	0	0
CALAVO GROWERS INC	COM	128246105	35,712	800,000	SH		SOLE		800,000	0	0
CALERES INC	COM	129500104	534	17,500	SH		SOLE		17,500	0	0
CALGON CARBON CORP	COM	129603106	19,631	1,260,000	SH		SOLE		1,260,000	0	0
CALIFORNIA RES CORP	COM	13057Q107	1,118	430,000	SH		SOLE		430,000	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	995	45,000	SH		SOLE		45,000	0	0
CALPINE CORP	COM NEW	131347304	584	40,000	SH		SOLE		40,000	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	1,626	22,000	SH		SOLE		22,000	0	0
CAMERON INTERNATIONAL CORP	COM	13342B105	7,972	130,000	SH		SOLE		130,000	0	0
CAMPBELL SOUP CO	COM	134429109	20,272	400,000	SH		SOLE		400,000	0	0
CAPITAL ONE FINL CORP	COM	14040H105	50,039	690,000	SH		SOLE		690,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	10,727	535,000	SH		SOLE		535,000	0	0
CAPSTEAD MTG CORP	COM NO PAR	14067E506	3,610	365,000	SH		SOLE		365,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	19,973	260,000	SH		SOLE		260,000	0	0
CARE CAP PPTYS INC	COM	141624106	2,053	62,350	SH		SOLE		62,350	0	0
CARMAX INC	COM	143130102	1,483	25,000	SH		SOLE		25,000	0	0
CARMIKE CINEMAS INC	COM	143436400	1,808	90,000	SH		SOLE		90,000	0	0
CARTER INC	COM	146229109	7,206	79,500	SH		SOLE		79,500	0	0
CAVIUM INC	COM	14964U108	7,364	120,000	SH		SOLE		120,000	0	0
CBRE GROUP INC	CL A	12504L109	11,040	345,000	SH		SOLE		345,000	0	0
CBS CORP NEW	CL B	124857202	49,875	1,250,000	SH		SOLE		1,250,000	0	0
CELGENE CORP	COM	151020104	77,342	715,000	SH		SOLE		715,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM	15117B103	5,007	475,000	SH		SOLE		475,000	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	22,502	3,219,170	SH		SOLE		3,219,170	0	0
CENTERPOINT ENERGY INC	COM	15189T107	5,412	300,000	SH		SOLE		300,000	0	0
CERNER CORP	COM	156782104	13,191	220,000	SH		SOLE		220,000	0	0
CF INDS HLDGS INC	COM	125269100	28,736	640,000	SH		SOLE		640,000	0	0
CHAMBERS STR PPTYS	COM	157842105	941	145,000	SH		SOLE		145,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	3,176	50,000	SH		SOLE		50,000	0	0
CHART INDS INC	COM PAR $0.01	16115Q308	16,809	875,000	SH		SOLE		875,000	0	0
CHATHAM LODGING TR	COM	16208T102	8,991	418,600	SH		SOLE		418,600	0	0
CHECKPOINT SYS INC	COM	162825103	1,450	200,000	SH		SOLE		200,000	0	0
CHEETAH MOBILE INC	ADR	163075104	652	45,078	SH		SOLE		45,078	0	0
CHEMOURS CO	COM	163851108	324	50,000	SH		SOLE		50,000	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	1,208	25,000	SH		SOLE		25,000	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	4,032	550,000	SH		SOLE		550,000	0	0
CHEVRON CORP NEW	COM	166764100	112,010	1,420,000	SH		SOLE		1,420,000	0	0
CHICAGO BRIDGE & IRON CO N V	COM	167250109	9,518	240,000	SH		SOLE		240,000	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	32,264	542,254	SH		SOLE		542,254	0	0
CHUBB CORP	COM	171232101	33,238	271,000	SH		SOLE		271,000	0	0
CHUNGHWA TELECOM CO LTD	SPON ADR NEW11	17133Q502	1,707	56,500	SH		SOLE		56,500	0	0
CHURCH & DWIGHT INC	COM	171340102	36,287	432,500	SH		SOLE		432,500	0	0
CIENA CORP	COM NEW	171779309	10,360	500,000	SH		SOLE		500,000	0	0
CIGNA CORPORATION	COM	125509109	81,981	607,182	SH		SOLE		607,182	0	0
CIMAREX ENERGY CO	COM	171798101	5,636	55,000	SH		SOLE		55,000	0	0
CINEDIGM CORP	COM	172406100	1,904	3,400,000	SH		SOLE		3,400,000	0	0
CINEMARK HOLDINGS INC	COM	17243V102	16,245	500,000	SH		SOLE		500,000	0	0
CIRRUS LOGIC INC	COM	172755100	2,363	75,000	SH		SOLE		75,000	0	0
CISCO SYS INC	COM	17275R102	154,875	5,900,000	SH		SOLE		5,900,000	0	0
CIT GROUP INC	COM NEW	125581801	52,039	1,300,000	SH		SOLE		1,300,000	0	0
CITIGROUP INC	COM NEW	172967424	192,934	3,889,000	SH		SOLE		3,889,000	0	0
CITRIX SYS INC	COM	177376100	9,006	130,000	SH		SOLE		130,000	0	0
CITY OFFICE REIT INC	COM	178587101	1,079	95,000	SH		SOLE		95,000	0	0
CLEAN ENERGY FUELS CORP	COM	184499101	10,800	2,400,000	SH		SOLE		2,400,000	0	0
CLEAN HARBORS INC	COM	184496107	7,915	180,000	SH		SOLE		180,000	0	0
CLOROX CO DEL	COM	189054109	7,163	62,000	SH		SOLE		62,000	0	0
CLOUD PEAK ENERGY INC	COM	18911Q102	563	214,000	SH		SOLE		214,000	0	0
CLUBCORP HLDGS INC	COM	18948M108	5,118	238,500	SH		SOLE		238,500	0	0
CME GROUP INC	COM	12572Q105	13,911	150,000	SH		SOLE		150,000	0	0
CMS ENERGY CORP	COM	125896100	7,064	200,000	SH		SOLE		200,000	0	0
COCA COLA CO	COM	191216100	173,118	4,315,000	SH		SOLE		4,315,000	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	46,172	1,700,000	SH		SOLE		1,700,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	5,322	85,000	SH		SOLE		85,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	67,521	1,064,000	SH		SOLE		1,064,000	0	0
COLONY CAP INC	CL A	19624R106	489	25,000	SH		SOLE		25,000	0	0
COLUMBIA PIPELINE GROUP INC	COM	198280109	2,926	160,000	SH		SOLE		160,000	0	0
COMCAST CORP NEW	CL A	20030N101	147,888	2,600,000	SH		SOLE		2,600,000	0	0
COMCAST CORP NEW	CL A SPL	20030N200	85,860	1,500,000	SH		SOLE		1,500,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	11,494	268,743	SH		SOLE		268,743	0	0
COMMUNITY HEALTH SYS INC NEW	RIGHT 99/99/9999	203668116	2	270,000	SH		SOLE		270,000	0	0
COMMVAULT SYSTEMS INC	COM	204166102	18,338	540,000	SH		SOLE		540,000	0	0
COMPANHIA ENERGETICA DE MINA	SP ADR N-V PFD	204409601	3,407	1,913,900	SH		SOLE		1,913,900	0	0
COMPUTER SCIENCES CORP	COM	205363104	6,138	100,000	SH		SOLE		100,000	0	0
COMSTOCK RES INC	COM NEW	205768203	153	80,000	SH		SOLE		80,000	0	0
CONAGRA FOODS INC	COM	205887102	6,785	167,500	SH		SOLE		167,500	0	0
CONNECTICUT WTR SVC INC	COM	207797101	1,643	45,000	SH		SOLE		45,000	0	0
CONOCOPHILLIPS	COM	20825C104	59,710	1,245,000	SH		SOLE		1,245,000	0	0
CONSOL ENERGY INC	COM	20854P109	1,470	150,000	SH		SOLE		150,000	0	0
CONSOLIDATED EDISON INC	COM	209115104	6,685	100,000	SH		SOLE		100,000	0	0
CON-WAY INC	COM	205944101	4,650	98,000	SH		SOLE		98,000	0	0
COOPER TIRE & RUBR CO	COM	216831107	9,087	230,000	SH		SOLE		230,000	0	0
COPA HOLDINGS SA	CL A	P31076105	4,215	100,520	SH		SOLE		100,520	0	0
CORNING INC	COM	219350105	11,984	700,000	SH		SOLE		700,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	26,312	182,000	SH		SOLE		182,000	0	0
COTY INC	COM CL A	222070203	4,790	177,000	SH		SOLE		177,000	0	0
COVANTA HLDG CORP	COM	22282E102	12,215	700,000	SH		SOLE		700,000	0	0
COVISINT CORP	COM	22357R103	154	71,529	SH		SOLE		71,529	0	0
CRAY INC	COM NEW	225223304	43,582	2,200,000	SH		SOLE		2,200,000	0	0
CREDICORP LTD	COM	G2519Y108	14,872	139,830	SH		SOLE		139,830	0	0
CRITEO S A	SPONS ADS	226718104	1,956	52,112	SH		SOLE		52,112	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	39,435	500,000	SH		SOLE		500,000	0	0
CROWN MEDIA HLDGS INC	CL A	228411104	1,980	370,000	SH		SOLE		370,000	0	0
CUBESMART	COM	229663109	30,557	1,123,000	SH		SOLE		1,123,000	0	0
CUBIC CORP	COM	229669106	34,810	830,000	SH		SOLE		830,000	0	0
CUI GLOBAL INC	COM NEW	126576206	2,714	525,000	SH		SOLE		525,000	0	0
CUMULUS MEDIA INC	CL A	231082108	4,540	6,450,000	SH		SOLE		6,450,000	0	0
CVS HEALTH CORP	COM	126650100	68,978	714,943	SH		SOLE		714,943	0	0
CYBERONICS INC	COM	23251P102	20,665	340,000	SH		SOLE		340,000	0	0
CYNOSURE INC	CL A	232577205	27,036	900,000	SH		SOLE		900,000	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	5,233	614,250	SH		SOLE		614,250	0	0
CYRUSONE INC	COM	23283R100	7,185	220,000	SH		SOLE		220,000	0	0
CYS INVTS INC	COM	12673A108	436	60,000	SH		SOLE		60,000	0	0
CYTEC INDS INC	COM	232820100	7,385	100,000	SH		SOLE		100,000	0	0
D R HORTON INC	COM	23331A109	881	30,000	SH		SOLE		30,000	0	0
DANA HLDG CORP	COM	235825205	39,700	2,500,000	SH		SOLE		2,500,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	9,596	140,000	SH		SOLE		140,000	0	0
DATAWATCH CORP	COM NEW	237917208	5,292	900,000	SH		SOLE		900,000	0	0
DBX ETF TR	XTRAK MSCI EAFE	233051200	91,280	3,500,000	SH		SOLE		3,500,000	0	0
DDR CORP	COM	23317H102	11,550	751,000	SH		SOLE		751,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	10,567	182,000	SH		SOLE		182,000	0	0
DELPHI AUTOMOTIVE PLC	SHS	G27823106	5,703	75,000	SH		SOLE		75,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	22,435	500,000	SH		SOLE		500,000	0	0
DENBURY RES INC	COM NEW	247916208	732	300,000	SH		SOLE		300,000	0	0
DENTSPLY INTL INC NEW	COM	249030107	10,873	215,000	SH		SOLE		215,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	42,097	1,135,000	SH		SOLE		1,135,000	0	0
DIAMOND FOODS INC	COM	252603105	22,219	720,000	SH		SOLE		720,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	1,367	79,000	SH		SOLE		79,000	0	0
DIAMOND RESORTS INTL INC	COM	25272T104	4,117	176,000	SH		SOLE		176,000	0	0
DICKS SPORTING GOODS INC	COM	253393102	1,091	22,000	SH		SOLE		22,000	0	0
DIGI INTL INC	COM	253798102	3,537	300,000	SH		SOLE		300,000	0	0
DISCOVER FINL SVCS	COM	254709108	50,821	977,500	SH		SOLE		977,500	0	0
DISCOVERY COMMUNICATNS NEW	COM SER C	25470F302	17,489	720,000	SH		SOLE		720,000	0	0
DISH NETWORK CORP	CL A	25470M109	70,592	1,210,000	SH		SOLE		1,210,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	495,670	4,850,000	SH		SOLE		4,850,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	11,011	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	256746108	19,065	286,000	SH		SOLE		286,000	0	0
DOMINION RES INC VA NEW	COM	25746U109	20,058	285,000	SH		SOLE		285,000	0	0
DOUGLAS EMMETT INC	COM	25960P109	5,112	178,000	SH		SOLE		178,000	0	0
DOVER MOTORSPORTS INC	COM	260174107	716	310,000	SH		SOLE		310,000	0	0
DR REDDYS LABS LTD	ADR	256135203	2,103	32,913	SH		SOLE		32,913	0	0
DREW INDS INC	COM NEW	26168L205	27,851	510,000	SH		SOLE		510,000	0	0
DSW INC	CL A	23334L102	2,025	80,000	SH		SOLE		80,000	0	0
DTE ENERGY CO	COM	233331107	8,037	100,000	SH		SOLE		100,000	0	0
DU PONT E I DE NEMOURS & CO	COM	263534109	76,156	1,580,000	SH		SOLE		1,580,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	25,179	350,000	SH		SOLE		350,000	0	0
DUKE REALTY CORP	COM NEW	264411505	953	50,000	SH		SOLE		50,000	0	0
DUPONT FABROS TECHNOLOGY INC	COM	26613Q106	3,879	149,900	SH		SOLE		149,900	0	0
E M C CORP MASS	COM	268648102	34,066	1,410,000	SH		SOLE		1,410,000	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	13,165	500,000	SH		SOLE		500,000	0	0
EAGLE MATERIALS INC	COM	26969P108	3,421	50,000	SH		SOLE		50,000	0	0
EAST WEST BANCORP INC	COM	27579R104	3,842	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEM CO	COM	277432100	4,854	75,000	SH		SOLE		75,000	0	0
EATON CORP PLC	SHS	G29183103	10,004	195,000	SH		SOLE		195,000	0	0
EBAY INC	COM	278642103	29,817	1,220,000	SH		SOLE		1,220,000	0	0
ECHOSTAR CORP	CL A	278768106	26,463	615,000	SH		SOLE		615,000	0	0
ECOLAB INC	COM	278865100	65,832	600,000	SH		SOLE		600,000	0	0
EDGEWELL PERS CARE CO	COM	28035Q102	2,366	29,000	SH		SOLE		29,000	0	0
EDISON INTL	COM	281020107	10,407	165,000	SH		SOLE		165,000	0	0
EDUCATION RLTY TR INC	COM NEW	28140H203	2,471	75,000	SH		SOLE		75,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	9,127	64,200	SH		SOLE		64,200	0	0
EMAGIN CORP	COM NEW	29076N206	272	110,000	SH		SOLE		110,000	0	0
EMBRAER S A	SP ADR REP 4 COM	29082A107	908	35,488	SH		SOLE		35,488	0	0
EMMIS COMMUNICATIONS CORP	CL A	291525103	1,860	1,500,000	SH		SOLE		1,500,000	0	0
EMPIRE ST RLTY TR INC	CL A	292104106	426	25,000	SH		SOLE		25,000	0	0
EMPRESA NACIONAL DE ELCTRCID	SPONSORED ADR	29244T101	399	11,236	SH		SOLE		11,236	0	0
ENERGEN CORP	COM	29265N108	2,244	45,000	SH		SOLE		45,000	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	1,123	29,000	SH		SOLE		29,000	0	0
ENERSIS S A	SPONSORED ADR	29274F104	939	74,300	SH		SOLE		74,300	0	0
ENSCO PLC	SHS CLASS A	G3157S106	3,731	265,000	SH		SOLE		265,000	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	1,219	120,000	SH		SOLE		120,000	0	0
ENTERGY CORP NEW	COM	29364G103	6,510	100,000	SH		SOLE		100,000	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	14,143	2,130,000	SH		SOLE		2,130,000	0	0
EOG RES INC	COM	26875P101	25,480	350,000	SH		SOLE		350,000	0	0
EPR PPTYS	COM SH BEN INT	26884U109	108,812	2,110,000	SH		SOLE		2,110,000	0	0
EQT CORP	COM	26884L109	8,096	125,000	SH		SOLE		125,000	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	2,588	95,000	SH		SOLE		95,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	4,452	76,000	SH		SOLE		76,000	0	0
EQUITY ONE	COM	294752100	2,020	83,000	SH		SOLE		83,000	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	24,804	330,200	SH		SOLE		330,200	0	0
EROS INTL PLC	SHS NEW	G3788M114	21,159	778,210	SH		SOLE		778,210	0	0
ESSENT GROUP LTD	COM	G3198U102	1,243	50,000	SH		SOLE		50,000	0	0
ESSEX PPTY TR INC	COM	297178105	39,007	174,586	SH		SOLE		174,586	0	0
EVEREST RE GROUP LTD	COM	G3223R108	15,427	89,000	SH		SOLE		89,000	0	0
EVERSOURCE ENERGY	COM	30040W108	8,099	160,000	SH		SOLE		160,000	0	0
EXA CORP	COM	300614500	3,822	370,000	SH		SOLE		370,000	0	0
EXELON CORP	COM	30161N101	14,405	485,000	SH		SOLE		485,000	0	0
EXPRESS INC	COM	30219E103	715	40,000	SH		SOLE		40,000	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	64,768	800,000	SH		SOLE		800,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	23,573	305,500	SH		SOLE		305,500	0	0
EXXON MOBIL CORP	COM	30231G102	260,597	3,505,000	SH		SOLE		3,505,000	0	0
F M C CORP	COM NEW	302491303	5,087	150,000	SH		SOLE		150,000	0	0
F5 NETWORKS INC	COM	315616102	18,528	160,000	SH		SOLE		160,000	0	0
FACEBOOK INC	CL A	30303M102	314,650	3,500,000	SH		SOLE		3,500,000	0	0
FAIRCHILD SEMICONDUCTOR INTL	COM	303726103	3,019	215,000	SH		SOLE		215,000	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	8,869	65,000	SH		SOLE		65,000	0	0
FEDERAL SIGNAL CORP	COM	313855108	686	50,000	SH		SOLE		50,000	0	0
FEDEX CORP	COM	31428X106	44,634	310,000	SH		SOLE		310,000	0	0
FELCOR LODGING TR INC	COM	31430F101	5,843	826,500	SH		SOLE		826,500	0	0
FIBROGEN INC	COM	31572Q808	387	17,648	SH		SOLE		17,648	0	0
FINANCIAL ENGINES INC	COM	317485100	2,213	75,087	SH		SOLE		75,087	0	0
FINISAR CORP	COM NEW	31787A507	2,226	200,000	SH		SOLE		200,000	0	0
FIREEYE INC	COM	31816Q101	19,728	620,000	SH		SOLE		620,000	0	0
FIRSTENERGY CORP	COM	337932107	9,080	290,000	SH		SOLE		290,000	0	0
FIVE BELOW INC	COM	33829M101	19,695	586,500	SH		SOLE		586,500	0	0
FLIR SYS INC	COM	302445101	6,298	225,000	SH		SOLE		225,000	0	0
FLOWERS FOODS INC	COM	343498101	7,515	303,750	SH		SOLE		303,750	0	0
FLUOR CORP NEW	COM	343412102	1,059	25,000	SH		SOLE		25,000	0	0
FMC TECHNOLOGIES INC	COM	30249U101	6,665	215,000	SH		SOLE		215,000	0	0
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	344419106	27,366	306,618	SH		SOLE		306,618	0	0
FOOT LOCKER INC	COM	344849104	9,788	136,000	SH		SOLE		136,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	36,639	2,700,000	SH		SOLE		2,700,000	0	0
FOREST CITY ENTERPRISES INC	CL A	345550107	7,337	364,480	SH		SOLE		364,480	0	0
FORMFACTOR INC	COM	346375108	2,373	350,000	SH		SOLE		350,000	0	0
FORTRESS INVESTMENT GROUP LL	CL A	34958B106	6,660	1,200,000	SH		SOLE		1,200,000	0	0
FRANCESCAS HLDGS CORP	COM	351793104	735	60,100	SH		SOLE		60,100	0	0
FRANKLIN RES INC	COM	354613101	37,260	1,000,000	SH		SOLE		1,000,000	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	39,632	4,090,000	SH		SOLE		4,090,000	0	0
FREESCALE SEMICONDUCTOR LTD	SHS	G3727Q101	2,561	70,000	SH		SOLE		70,000	0	0
FREIGHTCAR AMER INC	COM	357023100	2,008	117,000	SH		SOLE		117,000	0	0
FRONTIER COMMUNICATIONS CORP	COM	35906A108	18,050	3,800,000	SH		SOLE		3,800,000	0	0
GARTNER INC	COM	366651107	7,554	90,000	SH		SOLE		90,000	0	0
GAZIT GLOBE LTD	SHS	M4793C102	2,601	257,500	SH		SOLE		257,500	0	0
GENERAL DYNAMICS CORP	COM	369550108	23,452	170,000	SH		SOLE		170,000	0	0
GENERAL ELECTRIC CO	COM	369604103	302,640	12,000,000	SH		SOLE		12,000,000	0	0
GENERAL GROWTH PPTYS INC NEW	COM	370023103	28,894	1,112,575	SH		SOLE		1,112,575	0	0
GENERAL MLS INC	COM	370334104	22,829	406,720	SH		SOLE		406,720	0	0
GENERAL MTRS CO	COM	37045V100	67,095	2,235,000	SH		SOLE		2,235,000	0	0
GENESEE & WYO INC	CL A	371559105	33,676	570,000	SH		SOLE		570,000	0	0
GENTHERM INC	COM	37253A103	2,246	50,000	SH		SOLE		50,000	0	0
GENUINE PARTS CO	COM	372460105	4,227	51,000	SH		SOLE		51,000	0	0
GENWORTH FINL INC	COM CL A	37247D106	18,018	3,900,000	SH		SOLE		3,900,000	0	0
GERON CORP	COM	374163103	2,401	870,000	SH		SOLE		870,000	0	0
G-III APPAREL GROUP LTD	COM	36237H101	24,695	400,500	SH		SOLE		400,500	0	0
GILEAD SCIENCES INC	COM	375558103	236,638	2,410,000	SH		SOLE		2,410,000	0	0
GLADSTONE LD CORP	COM	376549101	2,653	289,000	SH		SOLE		289,000	0	0
GNC HLDGS INC	COM CL A	36191G107	1,415	35,000	SH		SOLE		35,000	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	107,297	617,500	SH		SOLE		617,500	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	7,333	250,000	SH		SOLE		250,000	0	0
GOPRO INC	CL A	38268T103	18,732	600,000	SH		SOLE		600,000	0	0
GRAINGER W W INC	COM	384802104	10,751	50,000	SH		SOLE		50,000	0	0
GRAMERCY PPTY TR INC	COM NEW	38489R605	11,554	556,250	SH		SOLE		556,250	0	0
GREAT PLAINS ENERGY INC	COM	391164100	2,702	100,000	SH		SOLE		100,000	0	0
GREATBATCH INC	COM	39153L106	6,770	120,000	SH		SOLE		120,000	0	0
GREIF INC	CL B	397624206	2,398	62,000	SH		SOLE		62,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	7,578	89,000	SH		SOLE		89,000	0	0
GRUPO AEROPORTUARIO DEL SURE	SPON ADR SER B	40051E202	2,505	16,451	SH		SOLE		16,451	0	0
GSV CAP CORP	COM	36191J101	8,321	1,060,000	SH		SOLE		1,060,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	51,600	1,000,000	SH		SOLE		1,000,000	0	0
HALLIBURTON CO	COM	406216101	11,666	330,000	SH		SOLE		330,000	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	2,417	180,000	SH		SOLE		180,000	0	0
HALYARD HEALTH INC	COM	40650V100	953	33,500	SH		SOLE		33,500	0	0
HANESBRANDS INC	COM	410345102	12,734	440,000	SH		SOLE		440,000	0	0
HARLEY DAVIDSON INC	COM	412822108	38,430	700,000	SH		SOLE		700,000	0	0
HARRIS CORP DEL	COM	413875105	5,486	75,000	SH		SOLE		75,000	0	0
HARSCO CORP	COM	415864107	14,240	1,570,000	SH		SOLE		1,570,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	7,874	172,000	SH		SOLE		172,000	0	0
HARVARD APPARATUS REGENER TE	COM	41690A106	484	570,000	SH		SOLE		570,000	0	0
HASBRO INC	COM	418056107	47,613	660,000	SH		SOLE		660,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	4,007	140,000	SH		SOLE		140,000	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	27,743	454,138	SH		SOLE		454,138	0	0
HEALTH NET INC	COM	42222G108	3,312	55,000	SH		SOLE		55,000	0	0
HEALTHCARE SVCS GRP INC	COM	421906108	2,528	75,000	SH		SOLE		75,000	0	0
HEARTWARE INTL INC	COM	422368100	785	15,000	SH		SOLE		15,000	0	0
HECLA MNG CO	COM	422704106	2,955	1,500,000	SH		SOLE		1,500,000	0	0
HEICO CORP NEW	CL A	422806208	3,406	75,000	SH		SOLE		75,000	0	0
HEIDRICK & STRUGGLES INTL IN	COM	422819102	389	20,000	SH		SOLE		20,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	479	100,000	SH		SOLE		100,000	0	0
HELMERICH & PAYNE INC	COM	423452101	4,442	94,000	SH		SOLE		94,000	0	0
HERSHEY CO	COM	427866108	16,538	180,000	SH		SOLE		180,000	0	0
HESS CORP	COM	42809H107	8,010	160,000	SH		SOLE		160,000	0	0
HEWLETT PACKARD CO	COM	428236103	28,811	1,125,000	SH		SOLE		1,125,000	0	0
HEXCEL CORP NEW	COM	428291108	20,860	465,000	SH		SOLE		465,000	0	0
HFF INC	CL A	40418F108	1,249	37,000	SH		SOLE		37,000	0	0
HIGHWOODS PPTYS INC	COM	431284108	1,550	40,000	SH		SOLE		40,000	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A104	21,655	944,000	SH		SOLE		944,000	0	0
HOLLYFRONTIER CORP	COM	436106108	43,712	895,000	SH		SOLE		895,000	0	0
HOLOGIC INC	COM	436440101	4,743	121,200	SH		SOLE		121,200	0	0
HOME DEPOT INC	COM	437076102	256,157	2,218,000	SH		SOLE		2,218,000	0	0
HONEYWELL INTL INC	COM	438516106	41,853	442,000	SH		SOLE		442,000	0	0
HORTONWORKS INC	COM	440894103	8,318	380,000	SH		SOLE		380,000	0	0
HOWARD HUGHES CORP	COM	44267D107	19,358	168,704	SH		SOLE		168,704	0	0
HUBSPOT INC	COM	443573100	696	15,000	SH		SOLE		15,000	0	0
HUDSON PAC PPTYS INC	COM	444097109	10,983	381,500	SH		SOLE		381,500	0	0
HUMANA INC	COM	444859102	90,395	505,000	SH		SOLE		505,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	21,430	200,000	SH		SOLE		200,000	0	0
HUNTSMAN CORP	COM	447011107	12,597	1,300,000	SH		SOLE		1,300,000	0	0
HYATT HOTELS CORP	COM CL A	448579102	7,089	150,500	SH		SOLE		150,500	0	0
ICICI BK LTD	ADR	45104G104	26,262	3,133,826	SH		SOLE		3,133,826	0	0
ICONIX BRAND GROUP INC	COM	451055107	2,467	182,500	SH		SOLE		182,500	0	0
IDACORP INC	COM	451107106	1,294	20,000	SH		SOLE		20,000	0	0
IMS HEALTH HLDGS INC	COM	44970B109	1,455	50,000	SH		SOLE		50,000	0	0
INCYTE CORP	COM	45337C102	13,240	120,000	SH		SOLE		120,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	3,631	503,601	SH		SOLE		503,601	0	0
INFINERA CORPORATION	COM	45667G103	7,335	375,000	SH		SOLE		375,000	0	0
INFOBLOX INC	COM	45672H104	1,598	100,000	SH		SOLE		100,000	0	0
INFOSYS LTD	SPONSORED ADR	456788108	17,173	899,588	SH		SOLE		899,588	0	0
INGERSOLL-RAND PLC	SHS	G47791101	16,500	325,000	SH		SOLE		325,000	0	0
INGREDION INC	COM	457187102	26,193	300,000	SH		SOLE		300,000	0	0
INTEGRATED DEVICE TECHNOLOGY	COM	458118106	56,130	2,765,000	SH		SOLE		2,765,000	0	0
INTEL CORP	COM	458140100	60,280	2,000,000	SH		SOLE		2,000,000	0	0
INTERDIGITAL INC	COM	45867G101	2,530	50,000	SH		SOLE		50,000	0	0
INTERNAP CORP	COM PAR $.001	45885A300	2,452	400,000	SH		SOLE		400,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	42,041	290,000	SH		SOLE		290,000	0	0
INTERSIL CORP	CL A	46069S109	2,633	225,000	SH		SOLE		225,000	0	0
INTERVAL LEISURE GROUP INC	COM	46113M108	2,350	128,000	SH		SOLE		128,000	0	0
INTRA CELLULAR THERAPIES INC	COM	46116X101	2,503	62,500	SH		SOLE		62,500	0	0
INTRAWEST RESORTS HLDGS INC	COM	46090K109	650	75,000	SH		SOLE		75,000	0	0
INVENSENSE INC	COM	46123D205	1,394	150,000	SH		SOLE		150,000	0	0
ION GEOPHYSICAL CORP	COM	462044108	121	310,000	SH		SOLE		310,000	0	0
IRON MTN INC NEW	COM	46284V101	3,443	111,000	SH		SOLE		111,000	0	0
ISHARES	MSCI FRNTR100ETF	464286145	2,514	100,000	SH		SOLE		100,000	0	0
ISHARES	EM MK MINVOL ETF	464286533	104,622	2,100,000	SH		SOLE		2,100,000	0	0
ISHARES	MSCI THI CAP ETF	464286624	1,656	26,600	SH		SOLE		26,600	0	0
ISHARES	MSCI SINGAP ETF	464286673	8,899	875,000	SH		SOLE		875,000	0	0
ISHARES	MSCI TAIWAN ETF	464286731	53,598	4,072,763	SH		SOLE		4,072,763	0	0
ISHARES	MSCI SPAN CP ETF	464286764	32,626	1,100,000	SH		SOLE		1,100,000	0	0
ISHARES	MSCI STH AFR ETF	464286780	13,420	250,000	SH		SOLE		250,000	0	0
ISHARES	MSCI HONG KG ETF	464286871	27,724	1,450,000	SH		SOLE		1,450,000	0	0
ISHARES GOLD TRUST	ISHARES	464285105	92,708	8,600,000	SH		SOLE		8,600,000	0	0
ISHARES INC	CORE MSCI EMKT	46434G103	151,781	3,805,000	SH		SOLE		3,805,000	0	0
ISHARES INC	MSCI RUSSIA CAP	46434G806	512	42,155	SH		SOLE		42,155	0	0
ISHARES TR	MSCI EMG MKT ETF	464287234	236,016	7,200,000	SH		SOLE		7,200,000	0	0
ISHARES TR	MSCI EAFE ETF	464287465	235,012	4,100,000	SH		SOLE		4,100,000	0	0
ISHARES TR	EAFE SML CP ETF	464288273	11,943	250,000	SH		SOLE		250,000	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	94,951	1,140,000	SH		SOLE		1,140,000	0	0
ISHARES TR	MSCI PHILIPS ETF	46429B408	14,444	420,000	SH		SOLE		420,000	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	89,390	3,128,773	SH		SOLE		3,128,773	0	0
ISHARES TR	MSCI POL CAP ETF	46429B606	9,378	450,000	SH		SOLE		450,000	0	0
ISHARES TR	EAFE MIN VOL ETF	46429B689	49,912	800,000	SH		SOLE		800,000	0	0
ISHARES TR	CORE MSCI EAFE	46432F842	15,843	300,000	SH		SOLE		300,000	0	0
ISHARES TR	MSCI UTD KNGDM	46434V548	77,033	4,700,000	SH		SOLE		4,700,000	0	0
ISHARES TR	HDG MSCI GERMN	46434V704	74,854	3,299,000	SH		SOLE		3,299,000	0	0
ISIS PHARMACEUTICALS INC	COM	464330109	4,042	100,000	SH		SOLE		100,000	0	0
ITAU UNIBANCO HLDG SA	SPON ADR REP PFD	465562106	1,850	279,471	SH		SOLE		279,471	0	0
IXIA	COM	45071R109	5,072	350,000	SH		SOLE		350,000	0	0
J & J SNACK FOODS CORP	COM	466032109	4,546	40,000	SH		SOLE		40,000	0	0
JACOBS ENGR GROUP INC DEL	COM	469814107	15,908	425,000	SH		SOLE		425,000	0	0
JAKKS PAC INC	COM	47012E106	1,150	135,000	SH		SOLE		135,000	0	0
JARDEN CORP	COM	471109108	66,294	1,356,250	SH		SOLE		1,356,250	0	0
JD COM INC	SPON ADR CL A	47215P106	9,062	347,745	SH		SOLE		347,745	0	0
JETBLUE AIRWAYS CORP	COM	477143101	61,848	2,400,000	SH		SOLE		2,400,000	0	0
JOHNSON & JOHNSON	COM	478160104	308,989	3,310,000	SH		SOLE		3,310,000	0	0
JOHNSON CTLS INC	COM	478366107	12,408	300,000	SH		SOLE		300,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	320,885	5,263,000	SH		SOLE		5,263,000	0	0
JUNIPER NETWORKS INC	COM	48203R104	12,855	500,000	SH		SOLE		500,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	74,522	820,000	SH		SOLE		820,000	0	0
KAR AUCTION SVCS INC	COM	48238T109	6,878	193,750	SH		SOLE		193,750	0	0
KATE SPADE & CO	COM	485865109	5,059	264,750	SH		SOLE		264,750	0	0
KB HOME	COM	48666K109	508	37,500	SH		SOLE		37,500	0	0
KBR INC	COM	48242W106	167	10,000	SH		SOLE		10,000	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	3,104	140,000	SH		SOLE		140,000	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	3,855	125,000	SH		SOLE		125,000	0	0
KFORCE INC	COM	493732101	4,599	175,000	SH		SOLE		175,000	0	0
KILROY RLTY CORP	COM	49427F108	7,689	118,000	SH		SOLE		118,000	0	0
KIMBERLY CLARK CORP	COM	494368103	90,830	833,000	SH		SOLE		833,000	0	0
KIMCO RLTY CORP	COM	49446R109	17,601	720,500	SH		SOLE		720,500	0	0
KINDER MORGAN INC DEL	COM	49456B101	52,592	1,900,000	SH		SOLE		1,900,000	0	0
KINDER MORGAN INC DEL	*W EXP 05/25/201	49456B119	360	390,848	SH		SOLE		390,848	0	0
KIRBY CORP	COM	497266106	9,912	160,000	SH		SOLE		160,000	0	0
KITE RLTY GROUP TR	COM NEW	49803T300	4,137	173,750	SH		SOLE		173,750	0	0
KLA-TENCOR CORP	COM	482480100	4,000	80,000	SH		SOLE		80,000	0	0
KLX INC	COM	482539103	6,701	187,500	SH		SOLE		187,500	0	0
KNIGHT TRANSN INC	COM	499064103	7,800	325,000	SH		SOLE		325,000	0	0
KOHLS CORP	COM	500255104	1,297	28,000	SH		SOLE		28,000	0	0
KOPPERS HOLDINGS INC	COM	50060P106	16,943	840,000	SH		SOLE		840,000	0	0
KORN FERRY INTL	COM NEW	500643200	1,839	55,600	SH		SOLE		55,600	0	0
KRAFT HEINZ CO	COM	500754106	20,425	289,387	SH		SOLE		289,387	0	0
KROGER CO	COM	501044101	33,870	939,000	SH		SOLE		939,000	0	0
L BRANDS INC	COM	501797104	7,796	86,500	SH		SOLE		86,500	0	0
L-3 COMMUNICATIONS HLDGS INC	COM	502424104	60,621	580,000	SH		SOLE		580,000	0	0
LA QUINTA HLDGS INC	COM	50420D108	1,341	85,000	SH		SOLE		85,000	0	0
LA Z BOY INC	COM	505336107	2,789	105,000	SH		SOLE		105,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	39,049	360,000	SH		SOLE		360,000	0	0
LAM RESEARCH CORP	COM	512807108	21,886	335,000	SH		SOLE		335,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	45,665	566,000	SH		SOLE		566,000	0	0
LAZARD LTD	SHS A	G54050102	37,238	860,000	SH		SOLE		860,000	0	0
LEGG MASON INC	COM	524901105	3,329	80,000	SH		SOLE		80,000	0	0
LEIDOS HLDGS INC	COM	525327102	1,859	45,000	SH		SOLE		45,000	0	0
LENNAR CORP	CL B	526057302	594	15,000	SH		SOLE		15,000	0	0
LGI HOMES INC	COM	50187T106	6,009	221,000	SH		SOLE		221,000	0	0
LIBERTY BROADBAND CORP	COM SER A	530307107	643	12,500	SH		SOLE		12,500	0	0
LIBERTY BROADBAND CORP	COM SER C	530307305	1,279	25,000	SH		SOLE		25,000	0	0
LIBERTY GLOBAL PLC	SHS CL C	G5480U120	3,266	79,625	SH		SOLE		79,625	0	0
LIBERTY MEDIA CORP DELAWARE	CL A	531229102	1,786	50,000	SH		SOLE		50,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C	531229300	3,446	100,000	SH		SOLE		100,000	0	0
LIFEPOINT HEALTH INC	COM	53219L109	13,199	186,164	SH		SOLE		186,164	0	0
LILLY ELI & CO	COM	532457108	189,767	2,267,496	SH		SOLE		2,267,496	0	0
LIMELIGHT NETWORKS INC	COM	53261M104	535	280,000	SH		SOLE		280,000	0	0
LIMONEIRA CO	COM	532746104	3,262	195,000	SH		SOLE		195,000	0	0
LINCOLN NATL CORP IND	COM	534187109	68,058	1,434,000	SH		SOLE		1,434,000	0	0
LINEAR TECHNOLOGY CORP	COM	535678106	2,018	50,000	SH		SOLE		50,000	0	0
LIONS GATE ENTMNT CORP	COM NEW	535919203	5,152	140,000	SH		SOLE		140,000	0	0
LIVEPERSON INC	COM	538146101	3,326	440,000	SH		SOLE		440,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	33,170	160,000	SH		SOLE		160,000	0	0
LO-JACK CORP	COM	539451104	1,291	445,000	SH		SOLE		445,000	0	0
LOUISIANA PAC CORP	COM	546347105	2,741	192,500	SH		SOLE		192,500	0	0
LOWES COS INC	COM	548661107	60,257	874,300	SH		SOLE		874,300	0	0
LULULEMON ATHLETICA INC	COM	550021109	2,431	48,000	SH		SOLE		48,000	0	0
LUMBER LIQUIDATORS HLDGS INC	COM	55003T107	10,512	800,000	SH		SOLE		800,000	0	0
LUMENTUM HLDGS INC	COM	55024U109	1,017	60,000	SH		SOLE		60,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	38,762	465,000	SH		SOLE		465,000	0	0
MA COM TECHNOLOGY SOLUTIONS	COM	55405Y100	3,189	110,000	SH		SOLE		110,000	0	0
MACERICH CO	COM	554382101	14,288	186,000	SH		SOLE		186,000	0	0
MACYS INC	COM	55616P104	6,800	132,500	SH		SOLE		132,500	0	0
MADDEN STEVEN LTD	COM	556269108	5,337	145,750	SH		SOLE		145,750	0	0
MANPOWERGROUP INC	COM	56418H100	10,195	124,500	SH		SOLE		124,500	0	0
MARATHON OIL CORP	COM	565849106	9,419	611,644	SH		SOLE		611,644	0	0
MARATHON PETE CORP	COM	56585A102	12,972	280,000	SH		SOLE		280,000	0	0
MARCUS & MILLICHAP INC	COM	566324109	5,289	115,000	SH		SOLE		115,000	0	0
MARIN SOFTWARE INC	COM	56804T106	125	40,000	SH		SOLE		40,000	0	0
MARKET VECTORS ETF TR	GOLD MINER ETF	57060U100	7,557	550,000	SH		SOLE		550,000	0	0
MARKET VECTORS ETF TR	RUSSIA ETF	57060U506	2,416	153,900	SH		SOLE		153,900	0	0
MARKET VECTORS ETF TR	INDIA SMALL CP	57061R551	3,035	71,738	SH		SOLE		71,738	0	0
MARRIOTT INTL INC NEW	CL A	571903202	7,161	105,000	SH		SOLE		105,000	0	0
MARSH & MCLENNAN COS INC	COM	571748102	17,807	341,000	SH		SOLE		341,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	64,579	425,000	SH		SOLE		425,000	0	0
MASTEC INC	COM	576323109	51,923	3,280,000	SH		SOLE		3,280,000	0	0
MASTERCARD INC	CL A	57636Q104	60,831	675,000	SH		SOLE		675,000	0	0
MATTEL INC	COM	577081102	2,106	100,000	SH		SOLE		100,000	0	0
MATTRESS FIRM HLDG CORP	COM	57722W106	1,670	40,000	SH		SOLE		40,000	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	9,862	120,000	SH		SOLE		120,000	0	0
MCDERMOTT INTL INC	COM	580037109	1,720	400,000	SH		SOLE		400,000	0	0
MCDONALDS CORP	COM	580135101	54,479	552,913	SH		SOLE		552,913	0	0
MCKESSON CORP	COM	58155Q103	27,755	150,000	SH		SOLE		150,000	0	0
MDU RES GROUP INC	COM	552690109	1,720	100,000	SH		SOLE		100,000	0	0
MEAD JOHNSON NUTRITION CO	COM	582839106	10,280	146,026	SH		SOLE		146,026	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	2,267	205,000	SH		SOLE		205,000	0	0
MEDTRONIC PLC	SHS	G5960L103	61,168	913,780	SH		SOLE		913,780	0	0
MELLANOX TECHNOLOGIES LTD	SHS	M51363113	338	8,953	SH		SOLE		8,953	0	0
MENTOR GRAPHICS CORP	COM	587200106	6,404	260,000	SH		SOLE		260,000	0	0
MERCADOLIBRE INC	COM	58733R102	5,454	59,894	SH		SOLE		59,894	0	0
MERCANTILE BANK CORP	COM	587376104	984	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC NEW	COM	58933Y105	258,557	5,235,000	SH		SOLE		5,235,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	855	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R108	90,151	1,912,000	SH		SOLE		1,912,000	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	2,028	48,000	SH		SOLE		48,000	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	13,573	315,000	SH		SOLE		315,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	24,717	1,650,000	SH		SOLE		1,650,000	0	0
MICROSEMI CORP	COM	595137100	9,846	300,000	SH		SOLE		300,000	0	0
MICROSOFT CORP	COM	594918104	504,564	11,400,000	SH		SOLE		11,400,000	0	0
MICROSTRATEGY INC	CL A NEW	594972408	2,947	15,000	SH		SOLE		15,000	0	0
MID-AMER APT CMNTYS INC	COM	59522J103	11,462	140,000	SH		SOLE		140,000	0	0
MIDDLESEX WATER CO	COM	596680108	715	30,000	SH		SOLE		30,000	0	0
MILLENNIAL MEDIA INC	COM	60040N105	350	200,000	SH		SOLE		200,000	0	0
MOBILEYE N V AMSTELVEEN	ORD SHS	N51488117	28,425	625,000	SH		SOLE		625,000	0	0
MOHAWK INDS INC	COM	608190104	13,952	76,750	SH		SOLE		76,750	0	0
MONDELEZ INTL INC	CL A	609207105	49,120	1,173,163	SH		SOLE		1,173,163	0	0
MONEYGRAM INTL INC	COM NEW	60935Y208	401	50,000	SH		SOLE		50,000	0	0
MONMOUTH REAL ESTATE INVT CO	CL A	609720107	293	30,000	SH		SOLE		30,000	0	0
MONSANTO CO NEW	COM	61166W101	66,565	780,000	SH		SOLE		780,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	17,568	130,000	SH		SOLE		130,000	0	0
MORGAN STANLEY	COM NEW	617446448	58,275	1,850,000	SH		SOLE		1,850,000	0	0
MORGAN STANLEY INDIA INVS FD	COM	61745C105	12,369	470,133	SH		SOLE		470,133	0	0
MOSAIC CO NEW	COM	61945C103	8,244	265,000	SH		SOLE		265,000	0	0
MOTORCAR PTS AMER INC	COM	620071100	5,485	175,000	SH		SOLE		175,000	0	0
MSA SAFETY INC	COM	553498106	6,795	170,000	SH		SOLE		170,000	0	0
MSCI INC	COM	55354G100	2,973	50,000	SH		SOLE		50,000	0	0
MURPHY OIL CORP	COM	626717102	4,356	180,000	SH		SOLE		180,000	0	0
MYLAN N V	SHS EURO	N59465109	49,248	1,223,255	SH		SOLE		1,223,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	3,024	320,000	SH		SOLE		320,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	4,160	310,000	SH		SOLE		310,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	2,599	52,000	SH		SOLE		52,000	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	10,919	290,000	SH		SOLE		290,000	0	0
NAVISTAR INTL CORP NEW	COM	63934E108	12,720	1,000,000	SH		SOLE		1,000,000	0	0
NEKTAR THERAPEUTICS	COM	640268108	1,151	105,000	SH		SOLE		105,000	0	0
NETEASE INC	SPONSORED ADR	64110W102	23,488	195,538	SH		SOLE		195,538	0	0
NETFLIX INC	COM	64110L106	33,043	320,000	SH		SOLE		320,000	0	0
NETSCOUT SYS INC	COM	64115T104	7,773	219,763	SH		SOLE		219,763	0	0
NEW HOME CO INC	COM	645370107	971	75,000	SH		SOLE		75,000	0	0
NEW JERSEY RES	COM	646025106	2,703	90,000	SH		SOLE		90,000	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	2,589	128,109	SH		SOLE		128,109	0	0
NEW RESIDENTIAL INVT CORP	COM NEW	64828T201	1,598	122,000	SH		SOLE		122,000	0	0
NEW YORK CMNTY BANCORP INC	COM	649445103	4,268	236,331	SH		SOLE		236,331	0	0
NEWELL RUBBERMAID INC	COM	651229106	25,812	650,000	SH		SOLE		650,000	0	0
NEWFIELD EXPL CO	COM	651290108	3,948	120,000	SH		SOLE		120,000	0	0
NEWMONT MINING CORP	COM	651639106	21,695	1,350,000	SH		SOLE		1,350,000	0	0
NEWPARK RES INC	COM PAR $.01NEW	651718504	1,126	220,000	SH		SOLE		220,000	0	0
NEWS CORP NEW	CL A	65249B109	34,390	2,725,000	SH		SOLE		2,725,000	0	0
NEXTERA ENERGY INC	COM	65339F101	81,942	840,000	SH		SOLE		840,000	0	0
NIC INC	COM	62914B100	8,147	460,000	SH		SOLE		460,000	0	0
NII HLDGS INC	COM PAR $0.001	62913F508	566	86,945	SH		SOLE		86,945	0	0
NIKE INC	CL B	654106103	45,437	369,500	SH		SOLE		369,500	0	0
NISOURCE INC	COM	65473P105	2,968	160,000	SH		SOLE		160,000	0	0
NOBLE CORP PLC	SHS USD	G65431101	3,164	290,000	SH		SOLE		290,000	0	0
NOBLE ENERGY INC	COM	655044105	6,127	203,000	SH		SOLE		203,000	0	0
NORDSTROM INC	COM	655664100	5,020	70,000	SH		SOLE		70,000	0	0
NORFOLK SOUTHERN CORP	COM	655844108	1,910	25,000	SH		SOLE		25,000	0	0
NORTHERN TR CORP	COM	665859104	10,906	160,000	SH		SOLE		160,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	830	5,000	SH		SOLE		5,000	0	0
NORTHSTAR ASSET MGMT GROUP I	COM	66705Y104	1,889	131,564	SH		SOLE		131,564	0	0
NORTHSTAR RLTY FIN CORP	COM NEW	66704R704	23,738	1,922,064	SH		SOLE		1,922,064	0	0
NOW INC	COM	67011P100	1,110	75,000	SH		SOLE		75,000	0	0
NRG ENERGY INC	COM NEW	629377508	25,259	1,700,938	SH		SOLE		1,700,938	0	0
NTN BUZZTIME INC	COM NEW	629410309	71	230,000	SH		SOLE		230,000	0	0
NUMEREX CORP PA	CL A	67053A102	523	60,000	SH		SOLE		60,000	0	0
NVE CORP	COM NEW	629445206	971	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G104	15,037	610,000	SH		SOLE		610,000	0	0
NXSTAGE MEDICAL INC	COM	67072V103	1,210	76,700	SH		SOLE		76,700	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	27,122	410,000	SH		SOLE		410,000	0	0
OCEANEERING INTL INC	COM	675232102	825	21,000	SH		SOLE		21,000	0	0
OCLARO INC	COM NEW	67555N206	173	75,000	SH		SOLE		75,000	0	0
OFFICE DEPOT INC	COM	676220106	10,696	1,666,050	SH		SOLE		1,666,050	0	0
OGE ENERGY CORP	COM	670837103	2,736	100,000	SH		SOLE		100,000	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	20,740	340,000	SH		SOLE		340,000	0	0
OLLIES BARGAIN OUTLT HLDGS I	COM	681116109	1,172	72,500	SH		SOLE		72,500	0	0
OMEGA HEALTHCARE INVS INC	COM	681936100	1,740	49,500	SH		SOLE		49,500	0	0
OMNICOM GROUP INC	COM	681919106	9,226	140,000	SH		SOLE		140,000	0	0
ONEOK INC NEW	COM	682680103	35,839	1,113,000	SH		SOLE		1,113,000	0	0
OPHTHOTECH CORP	COM	683745103	709	17,500	SH		SOLE		17,500	0	0
ORACLE CORP	COM	68389X105	25,284	700,000	SH		SOLE		700,000	0	0
ORBITAL ATK INC	COM	68557N103	33,419	465,000	SH		SOLE		465,000	0	0
ORMAT TECHNOLOGIES INC	COM	686688102	4,764	140,000	SH		SOLE		140,000	0	0
OSI SYSTEMS INC	COM	671044105	7,311	95,000	SH		SOLE		95,000	0	0
OXFORD INDS INC	COM	691497309	4,285	58,000	SH		SOLE		58,000	0	0
P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR	715684106	21,921	614,900	SH		SOLE		614,900	0	0
PALO ALTO NETWORKS INC	COM	697435105	44,720	260,000	SH		SOLE		260,000	0	0
PARAGON OFFSHORE PLC	SHS	G6S01W108	13	55,000	SH		SOLE		55,000	0	0
PARAMOUNT GROUP INC	COM	69924R108	1,680	100,000	SH		SOLE		100,000	0	0
PARKE BANCORP INC	COM	700885106	1,297	103,856	SH		SOLE		103,856	0	0
PARKWAY PPTYS INC	COM	70159Q104	4,046	260,000	SH		SOLE		260,000	0	0
PATTERSON UTI ENERGY INC	COM	703481101	1,590	121,000	SH		SOLE		121,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	3,725	120,000	SH		SOLE		120,000	0	0
PCM INC	COM	69323K100	1,537	170,000	SH		SOLE		170,000	0	0
PDL BIOPHARMA INC	COM	69329Y104	629	125,000	SH		SOLE		125,000	0	0
PEABODY ENERGY CORP	COM	704549104	414	300,000	SH		SOLE		300,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	19,336	545,434	SH		SOLE		545,434	0	0
PENN NATL GAMING INC	COM	707569109	336	20,000	SH		SOLE		20,000	0	0
PENN VA CORP	COM	707882106	95	180,000	SH		SOLE		180,000	0	0
PENNYMAC MTG INVT TR	COM	70931T103	348	22,500	SH		SOLE		22,500	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	7,242	149,500	SH		SOLE		149,500	0	0
PENTAIR PLC	SHS	G7S00T104	20,416	400,000	SH		SOLE		400,000	0	0
PEPCO HOLDINGS INC	COM	713291102	1,211	50,000	SH		SOLE		50,000	0	0
PEPSICO INC	COM	713448108	182,433	1,934,600	SH		SOLE		1,934,600	0	0
PERFORMANCE SPORTS GROUP LTD	COM	71377G100	4,596	342,500	SH		SOLE		342,500	0	0
PERKINELMER INC	COM	714046109	4,596	100,000	SH		SOLE		100,000	0	0
PFIZER INC	COM	717081103	238,315	7,587,236	SH		SOLE		7,587,236	0	0
PG&E CORP	COM	69331C108	13,200	250,000	SH		SOLE		250,000	0	0
PHARMERICA CORP	COM	71714F104	427	15,000	SH		SOLE		15,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	130,181	1,641,000	SH		SOLE		1,641,000	0	0
PHILIPPINE LONG DISTANCE TEL	SPONSORED ADR	718252604	15,057	326,200	SH		SOLE		326,200	0	0
PHILLIPS 66	COM	718546104	23,052	300,000	SH		SOLE		300,000	0	0
PHOTRONICS INC	COM	719405102	1,721	190,000	SH		SOLE		190,000	0	0
PHYSICIANS RLTY TR	COM	71943U104	8,314	551,000	SH		SOLE		551,000	0	0
PIEDMONT NAT GAS INC	COM	720186105	1,402	35,000	SH		SOLE		35,000	0	0
PIER 1 IMPORTS INC	COM	720279108	2,277	330,000	SH		SOLE		330,000	0	0
PINNACLE WEST CAP CORP	COM	723484101	2,886	45,000	SH		SOLE		45,000	0	0
PIONEER NAT RES CO	COM	723787107	9,853	81,000	SH		SOLE		81,000	0	0
PLANET FITNESS INC	CL A	72703H101	429	25,000	SH		SOLE		25,000	0	0
PLUM CREEK TIMBER CO INC	COM	729251108	15,804	400,000	SH		SOLE		400,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	95,179	1,067,031	SH		SOLE		1,067,031	0	0
POWER SOLUTIONS INTL INC	COM NEW	73933G202	7,267	320,000	SH		SOLE		320,000	0	0
POWERSHARES DB CMDTY IDX TRA	UNIT BEN INT	73935S105	40,905	2,700,000	SH		SOLE		2,700,000	0	0
PPG INDS INC	COM	693506107	17,538	200,000	SH		SOLE		200,000	0	0
PPL CORP	COM	69351T106	59,202	1,800,000	SH		SOLE		1,800,000	0	0
PRAXAIR INC	COM	74005P104	22,919	225,000	SH		SOLE		225,000	0	0
PRECISION CASTPARTS CORP	COM	740189105	66,616	290,000	SH		SOLE		290,000	0	0
PREFERRED APT CMNTYS INC	COM	74039L103	3,482	320,000	SH		SOLE		320,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	16,576	238,500	SH		SOLE		238,500	0	0
PRIMERICA INC	COM	74164M108	22,986	510,000	SH		SOLE		510,000	0	0
PROCTER & GAMBLE CO	COM	742718109	221,859	3,083,945	SH		SOLE		3,083,945	0	0
PROGRESSIVE CORP OHIO	COM	743315103	9,192	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	25,947	667,000	SH		SOLE		667,000	0	0
PROS HOLDINGS INC	COM	74346Y103	19,705	890,000	SH		SOLE		890,000	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	975	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	110,543	1,450,500	SH		SOLE		1,450,500	0	0
PTC INC	COM	69370C100	76,176	2,400,000	SH		SOLE		2,400,000	0	0
PUBLIC STORAGE	COM	74460D109	9,222	43,575	SH		SOLE		43,575	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	12,016	285,000	SH		SOLE		285,000	0	0
PUMA BIOTECHNOLOGY INC	COM	74587V107	1,947	25,833	SH		SOLE		25,833	0	0
PVH CORP	COM	693656100	4,180	41,000	SH		SOLE		41,000	0	0
QEP RES INC	COM	74733V100	2,005	160,000	SH		SOLE		160,000	0	0
QLIK TECHNOLOGIES INC	COM	74733T105	12,758	350,000	SH		SOLE		350,000	0	0
QORVO INC	COM	74736K101	33,055	733,740	SH		SOLE		733,740	0	0
QUALCOMM INC	COM	747525103	109,878	2,045,000	SH		SOLE		2,045,000	0	0
QUANTA SVCS INC	COM	74762E102	32,684	1,350,000	SH		SOLE		1,350,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	3,381	55,000	SH		SOLE		55,000	0	0
QUESTAR CORP	COM	748356102	3,397	175,000	SH		SOLE		175,000	0	0
RACKSPACE HOSTING INC	COM	750086100	34,552	1,400,000	SH		SOLE		1,400,000	0	0
RAIT FINANCIAL TRUST	COM NEW	749227609	1,364	275,000	SH		SOLE		275,000	0	0
RALPH LAUREN CORP	CL A	751212101	650	5,500	SH		SOLE		5,500	0	0
RANGE RES CORP	COM	75281A109	5,621	175,000	SH		SOLE		175,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	39,704	800,000	SH		SOLE		800,000	0	0
RAYONIER ADVANCED MATLS INC	COM	75508B104	151	24,750	SH		SOLE		24,750	0	0
RAYONIER INC	COM	754907103	1,324	60,000	SH		SOLE		60,000	0	0
RAYTHEON CO	COM NEW	755111507	14,204	130,000	SH		SOLE		130,000	0	0
REALNETWORKS INC	COM NEW	75605L708	123	30,000	SH		SOLE		30,000	0	0
RED HAT INC	COM	756577102	10,782	150,000	SH		SOLE		150,000	0	0
REDWOOD TR INC	COM	758075402	1,246	90,000	SH		SOLE		90,000	0	0
REGAL ENTMT GROUP	CL A	758766109	10,280	550,000	SH		SOLE		550,000	0	0
REINSURANCE GROUP AMER INC	COM NEW	759351604	7,272	80,272	SH		SOLE		80,272	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	2,160	40,000	SH		SOLE		40,000	0	0
RENTRAK CORP	COM	760174102	27,684	512,000	SH		SOLE		512,000	0	0
REPUBLIC SVCS INC	COM	760759100	206	5,000	SH		SOLE		5,000	0	0
RESMED INC	COM	761152107	1,590	31,200	SH		SOLE		31,200	0	0
RESTORATION HARDWARE HLDGS I	COM	761283100	5,123	54,900	SH		SOLE		54,900	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	10,735	649,000	SH		SOLE		649,000	0	0
REVANCE THERAPEUTICS INC	COM	761330109	774	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	5,929	430,000	SH		SOLE		430,000	0	0
REXNORD CORP NEW	COM	76169B102	30,055	1,770,000	SH		SOLE		1,770,000	0	0
REYNOLDS AMERICAN INC	COM	761713106	29,484	666,000	SH		SOLE		666,000	0	0
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	1,359	550,000	SH		SOLE		550,000	0	0
RIGNET INC	COM	766582100	3,570	140,000	SH		SOLE		140,000	0	0
ROBERT HALF INTL INC	COM	770323103	9,004	176,000	SH		SOLE		176,000	0	0
ROCKET FUEL INC	COM	773111109	234	50,000	SH		SOLE		50,000	0	0
ROUSE PPTYS INC	COM	779287101	1,246	80,000	SH		SOLE		80,000	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	5,087	315,000	SH		SOLE		315,000	0	0
RYDER SYS INC	COM	783549108	12,957	175,000	SH		SOLE		175,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	23,771	1,025,500	SH		SOLE		1,025,500	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	3,885	250,000	SH		SOLE		250,000	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	2,622	78,000	SH		SOLE		78,000	0	0
SAIA INC	COM	78709Y105	7,119	230,000	SH		SOLE		230,000	0	0
SALESFORCE COM INC	COM	79466L302	53,462	770,000	SH		SOLE		770,000	0	0
SALLY BEAUTY HLDGS INC	COM	79546E104	356	15,000	SH		SOLE		15,000	0	0
SANDISK CORP	COM	80004C101	3,803	70,000	SH		SOLE		70,000	0	0
SCANA CORP NEW	COM	80589M102	6,189	110,000	SH		SOLE		110,000	0	0
SCHEIN HENRY INC	COM	806407102	11,945	90,000	SH		SOLE		90,000	0	0
SCHLUMBERGER LTD	COM	806857108	12,759	185,000	SH		SOLE		185,000	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	13,423	470,000	SH		SOLE		470,000	0	0
SCIQUEST INC NEW	COM	80908T101	3,500	350,000	SH		SOLE		350,000	0	0
SEACHANGE INTL INC	COM	811699107	1,701	270,000	SH		SOLE		270,000	0	0
SEMPRA ENERGY	COM	816851109	11,606	120,000	SH		SOLE		120,000	0	0
SEQUENTIAL BRANDS GROUP INC	COM NEW	817340201	15,905	1,099,200	SH		SOLE		1,099,200	0	0
SERVICENOW INC	COM	81762P102	6,945	100,000	SH		SOLE		100,000	0	0
SEVENTY SEVEN ENERGY INC	COM	818097107	44	32,142	SH		SOLE		32,142	0	0
SHERWIN WILLIAMS CO	COM	824348106	2,896	13,000	SH		SOLE		13,000	0	0
SI FINL GROUP INC MD	COM	78425V104	321	26,943	SH		SOLE		26,943	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	2,063	15,000	SH		SOLE		15,000	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	6,194	45,500	SH		SOLE		45,500	0	0
SILICONWARE PRECISION INDS L	SPONSD ADR SPL	827084864	417	66,278	SH		SOLE		66,278	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	94,134	512,377	SH		SOLE		512,377	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	3,418	135,000	SH		SOLE		135,000	0	0
SKECHERS U S A INC	CL A	830566105	13,341	99,500	SH		SOLE		99,500	0	0
SL GREEN RLTY CORP	COM	78440X101	17,549	162,250	SH		SOLE		162,250	0	0
SM ENERGY CO	COM	78454L100	961	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	7,365	64,556	SH		SOLE		64,556	0	0
SNYDERS-LANCE INC	COM	833551104	3,710	110,000	SH		SOLE		110,000	0	0
SONIC AUTOMOTIVE INC	CL A	83545G102	3,410	167,000	SH		SOLE		167,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	1,768	70,000	SH		SOLE		70,000	0	0
SOUTHERN CO	COM	842587107	21,233	475,000	SH		SOLE		475,000	0	0
SOUTHWEST AIRLS CO	COM	844741108	89,394	2,350,000	SH		SOLE		2,350,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	2,157	170,000	SH		SOLE		170,000	0	0
SOVRAN SELF STORAGE INC	COM	84610H108	8,723	92,500	SH		SOLE		92,500	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	32,058	300,000	SH		SOLE		300,000	0	0
SPDR SERIES TRUST	DB INT GVT ETF	78464A490	12,750	245,000	SH		SOLE		245,000	0	0
SPDR SERIES TRUST	S&P OILGAS EXP	78464A730	9,852	300,000	SH		SOLE		300,000	0	0
SPECTRA ENERGY CORP	COM	847560109	12,478	475,000	SH		SOLE		475,000	0	0
SPIRIT AIRLS INC	COM	848577102	41,624	880,000	SH		SOLE		880,000	0	0
SPIRIT RLTY CAP INC NEW	COM	84860W102	1,325	145,000	SH		SOLE		145,000	0	0
ST JUDE MED INC	COM	790849103	63,090	1,000,000	SH		SOLE		1,000,000	0	0
STAG INDL INC	COM	85254J102	5,099	280,000	SH		SOLE		280,000	0	0
STAGE STORES INC	COM NEW	85254C305	492	50,000	SH		SOLE		50,000	0	0
STARBUCKS CORP	COM	855244109	52,293	920,000	SH		SOLE		920,000	0	0
STARWOOD PPTY TR INC	COM	85571B105	10,855	529,000	SH		SOLE		529,000	0	0
STARWOOD WAYPOINT RESIDENTL	COM SHS	85571W109	6,213	260,700	SH		SOLE		260,700	0	0
STATE STR CORP	COM	857477103	20,701	308,000	SH		SOLE		308,000	0	0
STEEL DYNAMICS INC	COM	858119100	1,718	100,000	SH		SOLE		100,000	0	0
STEELCASE INC	CL A	858155203	1,233	67,000	SH		SOLE		67,000	0	0
STIFEL FINL CORP	COM	860630102	22,734	540,000	SH		SOLE		540,000	0	0
STRATASYS LTD	SHS	M85548101	29,139	1,100,000	SH		SOLE		1,100,000	0	0
STRATEGIC HOTELS & RESORTS I	COM	86272T106	5,034	365,000	SH		SOLE		365,000	0	0
STRYKER CORP	COM	863667101	4,235	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	865646103	642	373,000	SH		SOLE		373,000	0	0
SUMMIT MATLS INC	CL A	86614U100	7,696	410,000	SH		SOLE		410,000	0	0
SUN CMNTYS INC	COM	866674104	12,874	190,000	SH		SOLE		190,000	0	0
SUNCOKE ENERGY INC	COM	86722A103	311	40,000	SH		SOLE		40,000	0	0
SUNEDISON INC	COM	86732Y109	718	100,000	SH		SOLE		100,000	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	553	41,786	SH		SOLE		41,786	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	1,895	150,000	SH		SOLE		150,000	0	0
SVB FINL GROUP	COM	78486Q101	10,976	95,000	SH		SOLE		95,000	0	0
SWIFT TRANSN CO	CL A	87074U101	5,783	385,000	SH		SOLE		385,000	0	0
SYMANTEC CORP	COM	871503108	7,788	400,000	SH		SOLE		400,000	0	0
SYNAPTICS INC	COM	87157D109	4,123	50,000	SH		SOLE		50,000	0	0
SYNOPSYS INC	COM	871607107	9,698	210,000	SH		SOLE		210,000	0	0
SYSCO CORP	COM	871829107	12,977	333,000	SH		SOLE		333,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	97,073	4,678,117	SH		SOLE		4,678,117	0	0
TAL ED GROUP	ADS REPSTG COM	874080104	3,756	116,833	SH		SOLE		116,833	0	0
TAL INTL GROUP INC	COM	874083108	18,865	1,380,000	SH		SOLE		1,380,000	0	0
TALEN ENERGY CORP	COM	87422J105	442	43,717	SH		SOLE		43,717	0	0
TARGET CORP	COM	87612E106	27,915	354,880	SH		SOLE		354,880	0	0
TASER INTL INC	COM	87651B104	33,038	1,500,000	SH		SOLE		1,500,000	0	0
TATA MTRS LTD	SPONSORED ADR	876568502	3,501	155,600	SH		SOLE		155,600	0	0
TAYLOR MORRISON HOME CORP	CL A	87724P106	2,864	153,495	SH		SOLE		153,495	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	56,297	940,000	SH		SOLE		940,000	0	0
TECO ENERGY INC	COM	872375100	3,808	145,000	SH		SOLE		145,000	0	0
TELEFONICA BRASIL SA	SPONSORED ADR	87936R106	4,430	485,200	SH		SOLE		485,200	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	64,703	1,752,500	SH		SOLE		1,752,500	0	0
TERADYNE INC	COM	880770102	1,351	75,000	SH		SOLE		75,000	0	0
TERRENO RLTY CORP	COM	88146M101	1,669	85,000	SH		SOLE		85,000	0	0
TESLA MTRS INC	COM	88160R101	19,872	80,000	SH		SOLE		80,000	0	0
TEVA PHARMACEUTICAL INDS LTD	ADR	881624209	28,247	500,300	SH		SOLE		500,300	0	0
TEXAS INSTRS INC	COM	882508104	37,140	750,000	SH		SOLE		750,000	0	0
THE ADT CORPORATION	COM	00101J106	1,495	50,000	SH		SOLE		50,000	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	1,763	160,459	SH		SOLE		160,459	0	0
THERAVANCE INC	COM	88338T104	3,153	439,108	SH		SOLE		439,108	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	12,228	100,000	SH		SOLE		100,000	0	0
THOR INDS INC	COM	885160101	3,626	70,000	SH		SOLE		70,000	0	0
TIFFANY & CO NEW	COM	886547108	5,714	74,000	SH		SOLE		74,000	0	0
TIME INC NEW	COM	887228104	1,429	75,000	SH		SOLE		75,000	0	0
TIME WARNER INC	COM NEW	887317303	67,375	980,000	SH		SOLE		980,000	0	0
TIVO INC	COM	888706108	3,118	360,000	SH		SOLE		360,000	0	0
TJX COS INC NEW	COM	872540109	33,942	475,250	SH		SOLE		475,250	0	0
TOLL BROTHERS INC	COM	889478103	50,846	1,485,000	SH		SOLE		1,485,000	0	0
TOOTSIE ROLL INDS INC	COM	890516107	2,858	91,330	SH		SOLE		91,330	0	0
TRACTOR SUPPLY CO	COM	892356106	6,914	82,000	SH		SOLE		82,000	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	2,972	230,000	SH		SOLE		230,000	0	0
TRAVELCENTERS AMER LLC	COM	894174101	15,495	1,500,000	SH		SOLE		1,500,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	18,572	186,595	SH		SOLE		186,595	0	0
TREEHOUSE FOODS INC	COM	89469A104	22,559	290,000	SH		SOLE		290,000	0	0
TREX CO INC	COM	89531P105	25,998	780,000	SH		SOLE		780,000	0	0
TRI POINTE GROUP INC	COM	87265H109	4,625	353,336	SH		SOLE		353,336	0	0
TRINET GROUP INC	COM	896288107	2,520	150,000	SH		SOLE		150,000	0	0
TRINITY INDS INC	COM	896522109	40,806	1,800,000	SH		SOLE		1,800,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	23,144	550,000	SH		SOLE		550,000	0	0
TUPPERWARE BRANDS CORP	COM	899896104	5,147	104,000	SH		SOLE		104,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	16,242	600,000	SH		SOLE		600,000	0	0
TYCO INTL PLC	SHS	G91442106	10,592	316,550	SH		SOLE		316,550	0	0
U M H PROPERTIES INC	COM	903002103	2,093	225,000	SH		SOLE		225,000	0	0
U S G CORP	COM NEW	903293405	7,986	300,000	SH		SOLE		300,000	0	0
UCP INC	CL A	90265Y106	1,074	160,000	SH		SOLE		160,000	0	0
UIL HLDG CORP	COM	902748102	1,508	30,000	SH		SOLE		30,000	0	0
ULTA SALON COSMETCS & FRAG I	COM	90384S303	9,425	57,700	SH		SOLE		57,700	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	1,722	300,000	SH		SOLE		300,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	905	9,400	SH		SOLE		9,400	0	0
UNDER ARMOUR INC	CL A	904311107	72,401	748,100	SH		SOLE		748,100	0	0
UNION PAC CORP	COM	907818108	92,388	1,045,000	SH		SOLE		1,045,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	3,448	65,000	SH		SOLE		65,000	0	0
UNITED NAT FOODS INC	COM	911163103	34,685	715,000	SH		SOLE		715,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	59,214	600,000	SH		SOLE		600,000	0	0
UNITED RENTALS INC	COM	911363109	46,840	780,000	SH		SOLE		780,000	0	0
UNITED STATES STL CORP NEW	COM	912909108	4,429	425,000	SH		SOLE		425,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	110,570	1,242,500	SH		SOLE		1,242,500	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	95,735	825,228	SH		SOLE		825,228	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	6,441	190,000	SH		SOLE		190,000	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	14,353	115,000	SH		SOLE		115,000	0	0
URBAN EDGE PPTYS	COM	91704F104	685	31,750	SH		SOLE		31,750	0	0
URBAN OUTFITTERS INC	COM	917047102	2,835	96,500	SH		SOLE		96,500	0	0
US BANCORP DEL	COM NEW	902973304	44,769	1,091,671	SH		SOLE		1,091,671	0	0
UTI WORLDWIDE INC	ORD	G87210103	2,869	625,000	SH		SOLE		625,000	0	0
VALE S A	ADR	91912E105	4,440	1,057,057	SH		SOLE		1,057,057	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	18,030	300,000	SH		SOLE		300,000	0	0
VALSPAR CORP	COM	920355104	7,547	105,000	SH		SOLE		105,000	0	0
VANGUARD INDEX FDS	REIT ETF	922908553	74,936	992,000	SH		SOLE		992,000	0	0
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	181,995	5,500,000	SH		SOLE		5,500,000	0	0
VANGUARD TAX MANAGED INTL FD	FTSE DEV MKT ETF	921943858	71,280	2,000,000	SH		SOLE		2,000,000	0	0
VECTREN CORP	COM	92240G101	1,680	40,000	SH		SOLE		40,000	0	0
VEDANTA LTD	SPONSORED ADR	92242Y100	444	85,800	SH		SOLE		85,800	0	0
VENTAS INC	COM	92276F100	15,944	284,400	SH		SOLE		284,400	0	0
VEREIT INC	COM	92339V100	3,452	447,250	SH		SOLE		447,250	0	0
VERIFONE SYS INC	COM	92342Y109	16,361	590,000	SH		SOLE		590,000	0	0
VERISIGN INC	COM	92343E102	8,467	120,000	SH		SOLE		120,000	0	0
VERISK ANALYTICS INC	COM	92345Y106	9,239	125,000	SH		SOLE		125,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	149,392	3,433,500	SH		SOLE		3,433,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	6,248	60,000	SH		SOLE		60,000	0	0
VIACOM INC NEW	CL B	92553P201	41,856	970,000	SH		SOLE		970,000	0	0
VIASAT INC	COM	92552V100	3,536	55,000	SH		SOLE		55,000	0	0
VIAVI SOLUTIONS INC	COM	925550105	1,611	300,000	SH		SOLE		300,000	0	0
VIPSHOP HLDGS LTD	SPONSORED ADR	92763W103	699	41,600	SH		SOLE		41,600	0	0
VISA INC	COM CL A	92826C839	172,757	2,480,000	SH		SOLE		2,480,000	0	0
VISHAY PRECISION GROUP INC	COM	92835K103	704	60,714	SH		SOLE		60,714	0	0
VISTA OUTDOOR INC	COM	928377100	7,553	170,000	SH		SOLE		170,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	4,114	45,500	SH		SOLE		45,500	0	0
W P CAREY INC	COM	92936U109	9,943	172,000	SH		SOLE		172,000	0	0
WABASH NATL CORP	COM	929566107	4,236	400,000	SH		SOLE		400,000	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	36,298	436,800	SH		SOLE		436,800	0	0
WAL-MART STORES INC	COM	931142103	102,707	1,584,000	SH		SOLE		1,584,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	23,241	440,000	SH		SOLE		440,000	0	0
WAYFAIR INC	CL A	94419L101	14,725	420,000	SH		SOLE		420,000	0	0
WCI CMNTYS INC	COM PAR $0.01	92923C807	3,395	150,000	SH		SOLE		150,000	0	0
WEB COM GROUP INC	COM	94733A104	2,530	120,000	SH		SOLE		120,000	0	0
WEC ENERGY GROUP INC	COM	92939U106	7,958	152,400	SH		SOLE		152,400	0	0
WELLS FARGO & CO NEW	COM	949746101	363,147	7,072,000	SH		SOLE		7,072,000	0	0
WELLTOWER INC	COM	95040Q104	14,255	210,500	SH		SOLE		210,500	0	0
WESCO AIRCRAFT HLDGS INC	COM	950814103	17,141	1,405,000	SH		SOLE		1,405,000	0	0
WESTAR ENERGY INC	COM	95709T100	3,075	80,000	SH		SOLE		80,000	0	0
WESTERN DIGITAL CORP	COM	958102105	9,652	121,500	SH		SOLE		121,500	0	0
WESTERN UN CO	COM	959802109	3,672	200,000	SH		SOLE		200,000	0	0
WESTROCK CO	COM	96145D105	51,440	1,000,000	SH		SOLE		1,000,000	0	0
WEYERHAEUSER CO	COM	962166104	51,930	1,899,432	SH		SOLE		1,899,432	0	0
WEYERHAEUSER CO	PREF CONV SER A	962166872	4,771	100,000	SH		SOLE		100,000	0	0
WGL HLDGS INC	COM	92924F106	1,442	25,000	SH		SOLE		25,000	0	0
WHEELER REAL ESTATE INVT TR	COM	963025101	124	65,000	SH		SOLE		65,000	0	0
WHIRLPOOL CORP	COM	963320106	41,969	285,000	SH		SOLE		285,000	0	0
WHITESTONE REIT	COM	966084204	4,180	362,500	SH		SOLE		362,500	0	0
WHOLE FOODS MKT INC	COM	966837106	5,064	160,000	SH		SOLE		160,000	0	0
WILLIAMS COS INC DEL	COM	969457100	40,719	1,105,000	SH		SOLE		1,105,000	0	0
WIPRO LTD	SPON ADR 1 SH	97651M109	924	75,200	SH		SOLE		75,200	0	0
WISDOMTREE INVTS INC	COM	97717P104	27,421	1,700,000	SH		SOLE		1,700,000	0	0
WISDOMTREE TR	JAPN HEDGE EQT	97717W851	182,475	3,750,000	SH		SOLE		3,750,000	0	0
WISDOMTREE TR	EUROPE HEDGED EQ	97717X701	202,205	3,700,000	SH		SOLE		3,700,000	0	0
WOODWARD INC	COM	980745103	9,158	225,000	SH		SOLE		225,000	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	3,042	180,000	SH		SOLE		180,000	0	0
WP GLIMCHER IN	COM	92939N102	2,255	193,438	SH		SOLE		193,438	0	0
WPX ENERGY INC	COM	98212B103	1,225	185,000	SH		SOLE		185,000	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W108	10,138	141,000	SH		SOLE		141,000	0	0
XCEL BRANDS INC	COM NEW	98400M101	4,309	501,619	SH		SOLE		501,619	0	0
XCEL ENERGY INC	COM	98389B100	10,092	285,000	SH		SOLE		285,000	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	537	65,000	SH		SOLE		65,000	0	0
XENOPORT INC	COM	98411C100	1,940	559,082	SH		SOLE		559,082	0	0
XL GROUP PLC	SHS	G98290102	10,170	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	983772104	6,359	450,000	SH		SOLE		450,000	0	0
XPO LOGISTICS INC	COM	983793100	21,566	905,000	SH		SOLE		905,000	0	0
YAHOO INC	COM	984332106	43,365	1,500,000	SH		SOLE		1,500,000	0	0
YANDEX N V	SHS CLASS A	N97284108	3,609	336,303	SH		SOLE		336,303	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	7,271	477,400	SH		SOLE		477,400	0	0
YUM BRANDS INC	COM	988498101	22,626	283,000	SH		SOLE		283,000	0	0
YY INC	ADS REPCOM CLA	98426T106	683	12,528	SH		SOLE		12,528	0	0
ZAIS FINL CORP	COM	98886K108	5,340	398,500	SH		SOLE		398,500	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	9,910	105,500	SH		SOLE		105,500	0	0
ZOETIS INC	CL A	98978V103	58,609	1,423,234	SH		SOLE		1,423,234	0	0