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
Expires:	Oct 31, 2018
Estimated average burden
hours per response:		23.8

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	1,610	50,000	SH		SOLE		50,000	0	0
ABBOTT LABS	COM	002824100	105,080	2,141,000	SH		SOLE		2,141,000	0	0
ABBVIE INC	COM	00287Y109	100,516	1,496,000	SH		SOLE		1,496,000	0	0
ABM INDS INC	COM	000957100	8,218	250,000	SH		SOLE		250,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	12,073	414,746	SH		SOLE		414,746	0	0
ACCELERON PHARMA INC	COM	00434H108	570	18,000	SH		SOLE		18,000	0	0
ACCO BRANDS CORP	COM	00081T108	1,647	212,000	SH		SOLE		212,000	0	0
ACE LTD	SHS	H0023R105	12,202	120,000	SH		SOLE		120,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	3,000	90,000	SH		SOLE		90,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	31,473	1,300,000	SH		SOLE		1,300,000	0	0
ADAMAS PHARMACEUTICALS INC	COM	00548A106	2,452	93,500	SH		SOLE		93,500	0	0
ADAPTIMMUNE THERAPEUTICS PLC	SPONDS ADR	00653A107	440	24,000	SH		SOLE		24,000	0	0
ADTRAN INC	COM	00738A106	2,031	125,000	SH		SOLE		125,000	0	0
ADURO BIOTECH INC	COM	00739L101	355	11,700	SH		SOLE		11,700	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	12,226	76,750	SH		SOLE		76,750	0	0
ADVANCED SEMICONDUCTOR ENGR	SPONSORED ADR	00756M404	12,879	1,951,300	SH		SOLE		1,951,300	0	0
AECOM	COM	00766T100	51,605	1,560,000	SH		SOLE		1,560,000	0	0
AES CORP	COM	00130H105	7,625	575,000	SH		SOLE		575,000	0	0
AETNA INC NEW	COM	00817Y108	116,641	915,120	SH		SOLE		915,120	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	4,372	20,000	SH		SOLE		20,000	0	0
AFLAC INC	COM	001055102	46,650	750,000	SH		SOLE		750,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	9,645	250,000	SH		SOLE		250,000	0	0
AGL RES INC	COM	001204106	3,259	70,000	SH		SOLE		70,000	0	0
AGREE REALTY CORP	COM	008492100	7,045	241,500	SH		SOLE		241,500	0	0
AK STL HLDG CORP	COM	001547108	3,870	1,000,000	SH		SOLE		1,000,000	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	5,586	80,000	SH		SOLE		80,000	0	0
AKORN INC	COM	009728106	655	15,000	SH		SOLE		15,000	0	0
ALASKA AIR GROUP INC	COM	011659109	15,141	235,000	SH		SOLE		235,000	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	4,531	115,000	SH		SOLE		115,000	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	9,271	106,000	SH		SOLE		106,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	9,523	115,747	SH		SOLE		115,747	0	0
ALKERMES PLC	SHS	G01767105	2,895	45,000	SH		SOLE		45,000	0	0
ALLEGHANY CORP DEL	COM	017175100	4,477	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	4,983	165,000	SH		SOLE		165,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	2,005	33,333	SH		SOLE		33,333	0	0
ALLERGAN PLC	SHS	G0177J108	139,804	460,702	SH		SOLE		460,702	0	0
ALLIANCE ONE INTL INC	COM NEW	018772301	1,435	60,000	SH		SOLE		60,000	0	0
ALLIANT ENERGY CORP	COM	018802108	3,752	65,000	SH		SOLE		65,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	958	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	16,935	261,054	SH		SOLE		261,054	0	0
ALTERA CORP	COM	021441100	7,680	150,000	SH		SOLE		150,000	0	0
ALTRIA GROUP INC	COM	02209S103	112,102	2,292,000	SH		SOLE		2,292,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	14,583	211,167	SH		SOLE		211,167	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	460	187,000	SH		SOLE		187,000	0	0
AMAZON COM INC	COM	023135106	171,466	395,000	SH		SOLE		395,000	0	0
AMBER RD INC	COM	02318Y108	421	60,000	SH		SOLE		60,000	0	0
AMBEV SA	SPONSORED ADR	02319V103	22,508	3,689,900	SH		SOLE		3,689,900	0	0
AMC NETWORKS INC	CL A	00164V103	39,289	480,000	SH		SOLE		480,000	0	0
AMEREN CORP	COM	023608102	5,539	147,000	SH		SOLE		147,000	0	0
AMERESCO INC	CL A	02361E108	956	125,000	SH		SOLE		125,000	0	0
AMERICA MOVIL SAB DE CV	SPON ADR L SHS	02364W105	9,236	433,390	SH		SOLE		433,390	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	48,122	1,205,000	SH		SOLE		1,205,000	0	0
AMERICAN APPAREL INC	COM	023850100	145	295,000	SH		SOLE		295,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	19,605	500,000	SH		SOLE		500,000	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	10,455	500,000	SH		SOLE		500,000	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	18,337	486,516	SH		SOLE		486,516	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	1,808	105,000	SH		SOLE		105,000	0	0
AMERICAN ELEC PWR INC	COM	025537101	13,507	255,000	SH		SOLE		255,000	0	0
AMERICAN EXPRESS CO	COM	025816109	89,689	1,154,000	SH		SOLE		1,154,000	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	89,144	1,442,000	SH		SOLE		1,442,000	0	0
AMERICAN RLTY CAP PPTYS INC	COM	02917T104	3,798	467,250	SH		SOLE		467,250	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	96,415	1,033,500	SH		SOLE		1,033,500	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	729	15,000	SH		SOLE		15,000	0	0
AMERIPRISE FINL INC	COM	03076C106	115,435	924,000	SH		SOLE		924,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	17,546	165,000	SH		SOLE		165,000	0	0
AMGEN INC	COM	031162100	89,249	581,355	SH		SOLE		581,355	0	0
ANADARKO PETE CORP	COM	032511107	23,808	305,000	SH		SOLE		305,000	0	0
ANALOG DEVICES INC	COM	032654105	19,256	300,000	SH		SOLE		300,000	0	0
ANGIODYNAMICS INC	COM	03475V101	1,066	65,000	SH		SOLE		65,000	0	0
ANSYS INC	COM	03662Q105	9,124	100,000	SH		SOLE		100,000	0	0
ANTHEM INC	COM	036752103	11,490	70,000	SH		SOLE		70,000	0	0
AON PLC	SHS CL A	G0408V102	26,415	265,000	SH		SOLE		265,000	0	0
APACHE CORP	COM	037411105	11,814	205,000	SH		SOLE		205,000	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	4,801	130,000	SH		SOLE		130,000	0	0
APPLE INC	COM	037833100	953,231	7,600,000	SH		SOLE		7,600,000	0	0
APPLIED MATLS INC	COM	038222105	44,590	2,320,000	SH		SOLE		2,320,000	0	0
APPLIED MICRO CIRCUITS CORP	COM NEW	03822W406	1,013	150,000	SH		SOLE		150,000	0	0
AQUA AMERICA INC	COM	03836W103	1,714	70,000	SH		SOLE		70,000	0	0
ARBOR RLTY TR INC	COM	038923108	1,318	195,000	SH		SOLE		195,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	22,670	338,556	SH		SOLE		338,556	0	0
ARCH COAL INC	COM	039380100	136	400,000	SH		SOLE		400,000	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	39,107	811,026	SH		SOLE		811,026	0	0
ARES COML REAL ESTATE CORP	COM	04013V108	626	55,000	SH		SOLE		55,000	0	0
ARISTA NETWORKS INC	COM	040413106	3,678	45,000	SH		SOLE		45,000	0	0
ARMSTRONG WORLD INDS INC NEW	COM	04247X102	2,131	40,000	SH		SOLE		40,000	0	0
ARQULE INC	COM	04269E107	358	223,774	SH		SOLE		223,774	0	0
ARRAY BIOPHARMA INC	COM	04269X105	1,911	265,000	SH		SOLE		265,000	0	0
ARRIS GROUP INC NEW	COM	04270V106	3,060	100,000	SH		SOLE		100,000	0	0
ASHFORD HOSPITALITY PRIME IN	COM	044102101	4,235	282,000	SH		SOLE		282,000	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	931	110,000	SH		SOLE		110,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	5,922	130,000	SH		SOLE		130,000	0	0
ASSOCIATED ESTATES RLTY CORP	COM	045604105	1,718	60,000	SH		SOLE		60,000	0	0
ASTEC INDS INC	COM	046224101	39,729	950,000	SH		SOLE		950,000	0	0
AT&T INC	COM	00206R102	27,901	785,500	SH		SOLE		785,500	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	13,190	240,000	SH		SOLE		240,000	0	0
ATMEL CORP	COM	049513104	22,174	2,250,000	SH		SOLE		2,250,000	0	0
ATMOS ENERGY CORP	COM	049560105	2,564	50,000	SH		SOLE		50,000	0	0
AUTODESK INC	COM	052769106	15,023	300,000	SH		SOLE		300,000	0	0
AUTOZONE INC	COM	053332102	9,403	14,100	SH		SOLE		14,100	0	0
AVAGO TECHNOLOGIES LTD	SHS	Y0486S104	2,260	17,000	SH		SOLE		17,000	0	0
AVALONBAY CMNTYS INC	COM	053484101	18,465	115,500	SH		SOLE		115,500	0	0
AVID TECHNOLOGY INC	COM	05367P100	2,201	165,000	SH		SOLE		165,000	0	0
AVNET INC	COM	053807103	18,088	440,000	SH		SOLE		440,000	0	0
AVX CORP NEW	COM	002444107	3,096	230,000	SH		SOLE		230,000	0	0
AXIALL CORP	COM	05463D100	8,111	225,000	SH		SOLE		225,000	0	0
B/E AEROSPACE INC	COM	073302101	51,881	945,000	SH		SOLE		945,000	0	0
BAIDU INC	SPON ADR REP A	056752108	43,144	216,718	SH		SOLE		216,718	0	0
BAKER HUGHES INC	COM	057224107	79,593	1,290,000	SH		SOLE		1,290,000	0	0
BALLANTYNE STRONG INC	COM	058516105	2,626	560,000	SH		SOLE		560,000	0	0
BANCO SANTANDER CHILE NEW	SP ADR REP COM	05965X109	1,826	90,195	SH		SOLE		90,195	0	0
BANK AMER CORP	COM	060505104	202,929	11,923,000	SH		SOLE		11,923,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	25,147	599,167	SH		SOLE		599,167	0	0
BANKRATE INC DEL	COM	06647F102	17,833	1,700,000	SH		SOLE		1,700,000	0	0
BARD C R INC	COM	067383109	4,268	25,000	SH		SOLE		25,000	0	0
BASIC ENERGY SVCS INC NEW	COM	06985P100	1,472	195,000	SH		SOLE		195,000	0	0
BAXTER INTL INC	COM	071813109	21,748	311,000	SH		SOLE		311,000	0	0
BB&T CORP	COM	054937107	5,845	145,000	SH		SOLE		145,000	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	1,380	298,000	SH		SOLE		298,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	23,940	1,200,000	SH		SOLE		1,200,000	0	0
BECTON DICKINSON & CO	COM	075887109	14,076	99,374	SH		SOLE		99,374	0	0
BEL FUSE INC	CL B	077347300	1,744	85,000	SH		SOLE		85,000	0	0
BEMIS INC	COM	081437105	10,127	225,000	SH		SOLE		225,000	0	0
BERKLEY W R CORP	COM	084423102	5,604	107,905	SH		SOLE		107,905	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	19,461	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	176,943	1,300,000	SH		SOLE		1,300,000	0	0
BEST BUY INC	COM	086516101	5,143	157,700	SH		SOLE		157,700	0	0
BIOGEN INC	COM	09062X103	86,235	213,485	SH		SOLE		213,485	0	0
BIOTIME INC	*W EXP 10/01/201	09066L162	12	11,216	SH		SOLE		11,216	0	0
BLACK HILLS CORP	COM	092113109	21,170	485,000	SH		SOLE		485,000	0	0
BLACKROCK INC	COM	09247X101	96,702	279,500	SH		SOLE		279,500	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	4,087	100,000	SH		SOLE		100,000	0	0
BLACKSTONE MTG TR INC	COM CL A	09257W100	1,252	45,000	SH		SOLE		45,000	0	0
BOEING CO	COM	097023105	74,909	540,000	SH		SOLE		540,000	0	0
BORGWARNER INC	COM	099724106	14,210	250,000	SH		SOLE		250,000	0	0
BOSTON BEER INC	CL A	100557107	9,628	41,500	SH		SOLE		41,500	0	0
BOSTON PROPERTIES INC	COM	101121101	30,901	255,300	SH		SOLE		255,300	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	13,187	745,000	SH		SOLE		745,000	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	4,050	305,000	SH		SOLE		305,000	0	0
BRIGGS & STRATTON CORP	COM	109043109	2,889	150,000	SH		SOLE		150,000	0	0
BRIGHTCOVE INC	COM	10921T101	3,842	560,000	SH		SOLE		560,000	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	117,239	1,761,938	SH		SOLE		1,761,938	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	8,998	389,000	SH		SOLE		389,000	0	0
BROADCOM CORP	CL A	111320107	61,788	1,200,000	SH		SOLE		1,200,000	0	0
BROOKDALE SR LIVING INC	COM	112463104	2,603	75,000	SH		SOLE		75,000	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	2,842	81,369	SH		SOLE		81,369	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	551	25,000	SH		SOLE		25,000	0	0
BSQUARE CORP	COM NEW	11776U300	1,627	240,000	SH		SOLE		240,000	0	0
BURLINGTON STORES INC	COM	122017106	6,528	127,500	SH		SOLE		127,500	0	0
BWX TECHNOLOGIES INC	COM	05605H100	61,500	1,875,000	SH		SOLE		1,875,000	0	0
C&J ENERGY SVCS LTD	SHS	G3164Q101	726	55,000	SH		SOLE		55,000	0	0
CABLEVISION SYS CORP	CL A NY CABLVS	12686C109	7,182	300,000	SH		SOLE		300,000	0	0
CABOT OIL & GAS CORP	COM	127097103	8,989	285,000	SH		SOLE		285,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	12,189	620,000	SH		SOLE		620,000	0	0
CAESARSTONE SDOT-YAM LTD	ORD SHS	M20598104	822	12,000	SH		SOLE		12,000	0	0
CALAVO GROWERS INC	COM	128246105	39,467	760,000	SH		SOLE		760,000	0	0
CALERES INC	COM	129500104	795	25,000	SH		SOLE		25,000	0	0
CALGON CARBON CORP	COM	129603106	17,830	920,000	SH		SOLE		920,000	0	0
CALIFORNIA RES CORP	COM	13057Q107	2,597	430,000	SH		SOLE		430,000	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	1,028	45,000	SH		SOLE		45,000	0	0
CALPINE CORP	COM NEW	131347304	720	40,000	SH		SOLE		40,000	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	1,634	22,000	SH		SOLE		22,000	0	0
CAMERON INTERNATIONAL CORP	COM	13342B105	8,641	165,000	SH		SOLE		165,000	0	0
CAMPBELL SOUP CO	COM	134429109	20,966	440,000	SH		SOLE		440,000	0	0
CAPITAL ONE FINL CORP	COM	14040H105	69,496	790,000	SH		SOLE		790,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	13,108	535,000	SH		SOLE		535,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	21,749	260,000	SH		SOLE		260,000	0	0
CARMAX INC	COM	143130102	1,324	20,000	SH		SOLE		20,000	0	0
CARMIKE CINEMAS INC	COM	143436400	2,389	90,000	SH		SOLE		90,000	0	0
CARTER INC	COM	146229109	8,451	79,500	SH		SOLE		79,500	0	0
CAVIUM INC	COM	14964U108	11,698	170,000	SH		SOLE		170,000	0	0
CBRE GROUP INC	CL A	12504L109	12,765	345,000	SH		SOLE		345,000	0	0
CBS CORP NEW	CL B	124857202	33,300	600,000	SH		SOLE		600,000	0	0
CELGENE CORP	COM	151020104	85,644	740,000	SH		SOLE		740,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM	15117B103	10,340	410,000	SH		SOLE		410,000	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	26,891	2,935,723	SH		SOLE		2,935,723	0	0
CENTERPOINT ENERGY INC	COM	15189T107	5,709	300,000	SH		SOLE		300,000	0	0
CERNER CORP	COM	156782104	15,193	220,000	SH		SOLE		220,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	3,517	50,000	SH		SOLE		50,000	0	0
CHART INDS INC	COM PAR $0.01	16115Q308	31,281	875,000	SH		SOLE		875,000	0	0
CHATHAM LODGING TR	COM	16208T102	11,081	418,600	SH		SOLE		418,600	0	0
CHECKPOINT SYS INC	COM	162825103	2,036	200,000	SH		SOLE		200,000	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	1,732	25,000	SH		SOLE		25,000	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	40,771	3,650,000	SH		SOLE		3,650,000	0	0
CHEVRON CORP NEW	COM	166764100	84,411	875,000	SH		SOLE		875,000	0	0
CHICAGO BRIDGE & IRON CO N V	COM	167250109	12,010	240,000	SH		SOLE		240,000	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	40,617	633,754	SH		SOLE		633,754	0	0
CHUBB CORP	COM	171232101	29,493	310,000	SH		SOLE		310,000	0	0
CHURCH & DWIGHT INC	COM	171340102	35,089	432,500	SH		SOLE		432,500	0	0
CIENA CORP	COM NEW	171779309	11,840	500,000	SH		SOLE		500,000	0	0
CIGNA CORPORATION	COM	125509109	30,323	187,182	SH		SOLE		187,182	0	0
CIMAREX ENERGY CO	COM	171798101	6,067	55,000	SH		SOLE		55,000	0	0
CINEDIGM CORP	COM	172406100	2,397	3,400,000	SH		SOLE		3,400,000	0	0
CINEMARK HOLDINGS INC	COM	17243V102	20,085	500,000	SH		SOLE		500,000	0	0
CIRRUS LOGIC INC	COM	172755100	2,552	75,000	SH		SOLE		75,000	0	0
CISCO SYS INC	COM	17275R102	162,014	5,900,000	SH		SOLE		5,900,000	0	0
CIT GROUP INC	COM NEW	125581801	60,437	1,300,000	SH		SOLE		1,300,000	0	0
CITIGROUP INC	COM NEW	172967424	245,210	4,439,000	SH		SOLE		4,439,000	0	0
CITRIX SYS INC	COM	177376100	9,121	130,000	SH		SOLE		130,000	0	0
CLEAN ENERGY FUELS CORP	COM	184499101	16,298	2,900,000	SH		SOLE		2,900,000	0	0
CLEAN HARBORS INC	COM	184496107	10,748	200,000	SH		SOLE		200,000	0	0
CLOROX CO DEL	COM	189054109	6,449	62,000	SH		SOLE		62,000	0	0
CLOUD PEAK ENERGY INC	COM	18911Q102	997	214,000	SH		SOLE		214,000	0	0
CLUBCORP HLDGS INC	COM	18948M108	3,785	158,500	SH		SOLE		158,500	0	0
CME GROUP INC	COM	12572Q105	6,980	75,000	SH		SOLE		75,000	0	0
CMS ENERGY CORP	COM	125896100	6,368	200,000	SH		SOLE		200,000	0	0
COCA COLA CO	COM	191216100	165,354	4,215,000	SH		SOLE		4,215,000	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	57,528	1,700,000	SH		SOLE		1,700,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	84,641	1,294,000	SH		SOLE		1,294,000	0	0
COLONY CAP INC	CL A	19624R106	566	25,000	SH		SOLE		25,000	0	0
COMCAST CORP NEW	CL A SPL	20030N200	239,760	4,000,000	SH		SOLE		4,000,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	16,923	268,743	SH		SOLE		268,743	0	0
COMMUNITY HEALTH SYS INC NEW	RIGHT 01/27/2016	203668116	4	270,000	SH		SOLE		270,000	0	0
COMMVAULT SYSTEMS INC	COM	204166102	22,053	520,000	SH		SOLE		520,000	0	0
COMPANHIA ENERGETICA DE MINA	SP ADR N-V PFD	204409601	8,523	2,237,100	SH		SOLE		2,237,100	0	0
COMSTOCK RES INC	COM NEW	205768203	266	80,000	SH		SOLE		80,000	0	0
CONAGRA FOODS INC	COM	205887102	7,323	167,500	SH		SOLE		167,500	0	0
CONNECTICUT WTR SVC INC	COM	207797101	1,537	45,000	SH		SOLE		45,000	0	0
CONNS INC	COM	208242107	556	14,000	SH		SOLE		14,000	0	0
CONOCOPHILLIPS	COM	20825C104	116,679	1,900,000	SH		SOLE		1,900,000	0	0
CONSOL ENERGY INC	COM	20854P109	3,261	150,000	SH		SOLE		150,000	0	0
CONSOLIDATED EDISON INC	COM	209115104	5,788	100,000	SH		SOLE		100,000	0	0
CON-WAY INC	COM	205944101	5,372	140,000	SH		SOLE		140,000	0	0
COPA HOLDINGS SA	CL A	P31076105	10,639	128,819	SH		SOLE		128,819	0	0
CORNING INC	COM	219350105	13,811	700,000	SH		SOLE		700,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	24,581	182,000	SH		SOLE		182,000	0	0
COTY INC	COM CL A	222070203	5,659	177,000	SH		SOLE		177,000	0	0
COVISINT CORP	COM	22357R103	234	71,529	SH		SOLE		71,529	0	0
CRAY INC	COM NEW	225223304	50,167	1,700,000	SH		SOLE		1,700,000	0	0
CREDICORP LTD	COM	G2519Y108	25,606	184,320	SH		SOLE		184,320	0	0
CROCS INC	COM	227046109	368	25,000	SH		SOLE		25,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	39,066	486,500	SH		SOLE		486,500	0	0
CROWN HOLDINGS INC	COM	228368106	476	9,000	SH		SOLE		9,000	0	0
CROWN MEDIA HLDGS INC	CL A	228411104	6,780	1,500,000	SH		SOLE		1,500,000	0	0
CUBESMART	COM	229663109	26,008	1,123,000	SH		SOLE		1,123,000	0	0
CUBIC CORP	COM	229669106	38,064	800,000	SH		SOLE		800,000	0	0
CUI GLOBAL INC	COM NEW	126576206	2,657	525,000	SH		SOLE		525,000	0	0
CUMULUS MEDIA INC	CL A	231082108	13,094	6,450,000	SH		SOLE		6,450,000	0	0
CVS HEALTH CORP	COM	126650100	74,983	714,943	SH		SOLE		714,943	0	0
CYBERONICS INC	COM	23251P102	20,216	340,000	SH		SOLE		340,000	0	0
CYNOSURE INC	CL A	232577205	19,290	500,000	SH		SOLE		500,000	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	7,224	614,250	SH		SOLE		614,250	0	0
CYRUSONE INC	COM	23283R100	6,479	220,000	SH		SOLE		220,000	0	0
CYS INVTS INC	COM	12673A108	387	50,000	SH		SOLE		50,000	0	0
CYTEC INDS INC	COM	232820100	15,738	260,000	SH		SOLE		260,000	0	0
D R HORTON INC	COM	23331A109	821	30,000	SH		SOLE		30,000	0	0
DANA HLDG CORP	COM	235825205	41,160	2,000,000	SH		SOLE		2,000,000	0	0
DANAHER CORP DEL	COM	235851102	9,415	110,000	SH		SOLE		110,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	9,951	140,000	SH		SOLE		140,000	0	0
DATAWATCH CORP	COM NEW	237917208	6,003	860,000	SH		SOLE		860,000	0	0
DBX ETF TR	XTRAK MSCI EAFE	233051200	71,550	2,500,000	SH		SOLE		2,500,000	0	0
DDR CORP	COM	23317H102	10,220	661,000	SH		SOLE		661,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	10,220	142,000	SH		SOLE		142,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	48,269	1,175,000	SH		SOLE		1,175,000	0	0
DENBURY RES INC	COM NEW	247916208	1,908	300,000	SH		SOLE		300,000	0	0
DENTSPLY INTL INC NEW	COM	249030107	11,083	215,000	SH		SOLE		215,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	58,003	975,000	SH		SOLE		975,000	0	0
DIAMOND FOODS INC	COM	252603105	23,849	760,000	SH		SOLE		760,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	2,039	79,000	SH		SOLE		79,000	0	0
DIAMOND RESORTS INTL INC	COM	25272T104	947	30,000	SH		SOLE		30,000	0	0
DICKS SPORTING GOODS INC	COM	253393102	1,139	22,000	SH		SOLE		22,000	0	0
DIGI INTL INC	COM	253798102	2,865	300,000	SH		SOLE		300,000	0	0
DISCOVER FINL SVCS	COM	254709108	56,324	977,500	SH		SOLE		977,500	0	0
DISCOVERY COMMUNICATNS NEW	COM SER C	25470F302	6,838	220,000	SH		SOLE		220,000	0	0
DISH NETWORK CORP	CL A	25470M109	79,221	1,170,000	SH		SOLE		1,170,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	490,802	4,300,000	SH		SOLE		4,300,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	11,816	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	256746108	22,591	286,000	SH		SOLE		286,000	0	0
DOMINION RES INC VA NEW	COM	25746U109	21,398	320,000	SH		SOLE		320,000	0	0
DOUGLAS EMMETT INC	COM	25960P109	3,718	138,000	SH		SOLE		138,000	0	0
DOVER MOTORSPORTS INC	COM	260174107	685	310,000	SH		SOLE		310,000	0	0
DREW INDS INC	COM NEW	26168L205	28,140	485,000	SH		SOLE		485,000	0	0
DSW INC	CL A	23334L102	1,835	55,000	SH		SOLE		55,000	0	0
DTE ENERGY CO	COM	233331107	7,464	100,000	SH		SOLE		100,000	0	0
DU PONT E I DE NEMOURS & CO	COM	263534109	86,333	1,350,000	SH		SOLE		1,350,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	24,717	350,000	SH		SOLE		350,000	0	0
DUPONT FABROS TECHNOLOGY INC	COM	26613Q106	4,415	149,900	SH		SOLE		149,900	0	0
E M C CORP MASS	COM	268648102	68,614	2,600,000	SH		SOLE		2,600,000	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	26,955	900,000	SH		SOLE		900,000	0	0
EAGLE MATERIALS INC	COM	26969P108	3,836	50,250	SH		SOLE		50,250	0	0
EAST WEST BANCORP INC	COM	27579R104	4,482	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEM CO	COM	277432100	6,137	75,000	SH		SOLE		75,000	0	0
EATON CORP PLC	SHS	G29183103	13,161	195,000	SH		SOLE		195,000	0	0
EBAY INC	COM	278642103	63,855	1,060,000	SH		SOLE		1,060,000	0	0
ECHOSTAR CORP	CL A	278768106	26,044	535,000	SH		SOLE		535,000	0	0
ECOLAB INC	COM	278865100	62,754	555,000	SH		SOLE		555,000	0	0
EDGEWELL PERS CARE CO	COM	28035Q102	3,815	29,000	SH		SOLE		29,000	0	0
EDISON INTL	COM	281020107	11,116	200,000	SH		SOLE		200,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	9,144	64,200	SH		SOLE		64,200	0	0
ELEVEN BIOTHERAPEUTICS INC	COM	286221106	212	75,000	SH		SOLE		75,000	0	0
EMAGIN CORP	COM NEW	29076N206	290	110,000	SH		SOLE		110,000	0	0
EMMIS COMMUNICATIONS CORP	CL A	291525103	1,500	1,500,000	SH		SOLE		1,500,000	0	0
EMPIRE ST RLTY TR INC	CL A	292104106	853	50,000	SH		SOLE		50,000	0	0
ENERGEN CORP	COM	29265N108	3,074	45,000	SH		SOLE		45,000	0	0
ENERGY FOCUS INC	COM NEW	29268T300	175	20,000	SH		SOLE		20,000	0	0
ENSCO PLC	SHS CLASS A	G3157S106	5,902	265,000	SH		SOLE		265,000	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	1,370	120,000	SH		SOLE		120,000	0	0
ENTERGY CORP NEW	COM	29364G103	7,050	100,000	SH		SOLE		100,000	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	17,777	2,160,000	SH		SOLE		2,160,000	0	0
EOG RES INC	COM	26875P101	26,265	300,000	SH		SOLE		300,000	0	0
EPR PPTYS	COM SH BEN INT	26884U109	110,656	2,020,000	SH		SOLE		2,020,000	0	0
EQT CORP	COM	26884L109	6,507	80,000	SH		SOLE		80,000	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	1,540	60,000	SH		SOLE		60,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	3,996	76,000	SH		SOLE		76,000	0	0
EQUITY ONE	COM	294752100	1,004	43,000	SH		SOLE		43,000	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	15,136	215,700	SH		SOLE		215,700	0	0
EROS INTL PLC	SHS NEW	G3788M114	15,574	620,000	SH		SOLE		620,000	0	0
ESSENT GROUP LTD	COM	G3198U102	1,368	50,000	SH		SOLE		50,000	0	0
ESSEX PPTY TR INC	COM	297178105	28,706	135,086	SH		SOLE		135,086	0	0
EVEREST RE GROUP LTD	COM	G3223R108	16,199	89,000	SH		SOLE		89,000	0	0
EVERSOURCE ENERGY	COM	30040W108	8,401	185,000	SH		SOLE		185,000	0	0
EXA CORP	COM	300614500	4,460	400,000	SH		SOLE		400,000	0	0
EXELON CORP	COM	30161N101	15,239	485,000	SH		SOLE		485,000	0	0
EXPRESS INC	COM	30219E103	724	40,000	SH		SOLE		40,000	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	71,152	800,000	SH		SOLE		800,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	18,620	285,500	SH		SOLE		285,500	0	0
EXXON MOBIL CORP	COM	30231G102	277,472	3,335,000	SH		SOLE		3,335,000	0	0
F M C CORP	COM NEW	302491303	7,883	150,000	SH		SOLE		150,000	0	0
F5 NETWORKS INC	COM	315616102	12,035	100,000	SH		SOLE		100,000	0	0
FACEBOOK INC	CL A	30303M102	270,160	3,150,000	SH		SOLE		3,150,000	0	0
FAIRCHILD SEMICONDUCTOR INTL	COM	303726103	3,737	215,000	SH		SOLE		215,000	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	7,045	55,000	SH		SOLE		55,000	0	0
FEDERAL SIGNAL CORP	COM	313855108	746	50,000	SH		SOLE		50,000	0	0
FEDEX CORP	COM	31428X106	51,120	300,000	SH		SOLE		300,000	0	0
FELCOR LODGING TR INC	COM	31430F101	8,166	826,500	SH		SOLE		826,500	0	0
FIBROGEN INC	COM	31572Q808	415	17,648	SH		SOLE		17,648	0	0
FINANCIAL ENGINES INC	COM	317485100	3,190	75,087	SH		SOLE		75,087	0	0
FINISAR CORP	COM NEW	31787A507	3,574	200,000	SH		SOLE		200,000	0	0
FIREEYE INC	COM	31816Q101	14,673	300,000	SH		SOLE		300,000	0	0
FIRSTENERGY CORP	COM	337932107	9,440	290,000	SH		SOLE		290,000	0	0
FIVE BELOW INC	COM	33829M101	25,279	639,500	SH		SOLE		639,500	0	0
FLIR SYS INC	COM	302445101	3,853	125,000	SH		SOLE		125,000	0	0
FLOWERS FOODS INC	COM	343498101	6,424	303,750	SH		SOLE		303,750	0	0
FLUOR CORP NEW	COM	343412102	1,325	25,000	SH		SOLE		25,000	0	0
FMC TECHNOLOGIES INC	COM	30249U101	5,809	140,000	SH		SOLE		140,000	0	0
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	344419106	27,912	313,306	SH		SOLE		313,306	0	0
FOOT LOCKER INC	COM	344849104	9,783	146,000	SH		SOLE		146,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	40,527	2,700,000	SH		SOLE		2,700,000	0	0
FOREST CITY ENTERPRISES INC	CL A	345550107	8,055	364,480	SH		SOLE		364,480	0	0
FORMFACTOR INC	COM	346375108	3,220	350,000	SH		SOLE		350,000	0	0
FORTRESS INVESTMENT GROUP LL	CL A	34958B106	13,140	1,800,000	SH		SOLE		1,800,000	0	0
FOSSIL GROUP INC	COM	34988V106	430	6,200	SH		SOLE		6,200	0	0
FRANCESCAS HLDGS CORP	COM	351793104	810	60,100	SH		SOLE		60,100	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	25,137	1,350,000	SH		SOLE		1,350,000	0	0
FREESCALE SEMICONDUCTOR LTD	SHS	G3727Q101	2,798	70,000	SH		SOLE		70,000	0	0
FREIGHTCAR AMER INC	COM	357023100	2,443	117,000	SH		SOLE		117,000	0	0
FRONTIER COMMUNICATIONS CORP	COM	35906A108	14,850	3,000,000	SH		SOLE		3,000,000	0	0
GARTNER INC	COM	366651107	7,720	90,000	SH		SOLE		90,000	0	0
GAZIT GLOBE LTD	SHS	M4793C102	2,838	237,500	SH		SOLE		237,500	0	0
GENERAL DYNAMICS CORP	COM	369550108	34,466	243,250	SH		SOLE		243,250	0	0
GENERAL ELECTRIC CO	COM	369604103	310,869	11,700,000	SH		SOLE		11,700,000	0	0
GENERAL GROWTH PPTYS INC NEW	COM	370023103	24,315	947,575	SH		SOLE		947,575	0	0
GENERAL MLS INC	COM	370334104	22,662	406,720	SH		SOLE		406,720	0	0
GENERAL MTRS CO	COM	37045V100	8,666	260,000	SH		SOLE		260,000	0	0
GENESEE & WYO INC	CL A	371559105	43,423	570,000	SH		SOLE		570,000	0	0
GENTHERM INC	COM	37253A103	2,746	50,000	SH		SOLE		50,000	0	0
GENUINE PARTS CO	COM	372460105	6,580	73,500	SH		SOLE		73,500	0	0
GERON CORP	COM	374163103	942	220,000	SH		SOLE		220,000	0	0
G-III APPAREL GROUP LTD	COM	36237H101	37,638	535,000	SH		SOLE		535,000	0	0
GILEAD SCIENCES INC	COM	375558103	276,308	2,360,000	SH		SOLE		2,360,000	0	0
GLADSTONE LD CORP	COM	376549101	2,781	269,000	SH		SOLE		269,000	0	0
GNC HLDGS INC	COM CL A	36191G107	1,557	35,000	SH		SOLE		35,000	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	128,928	617,500	SH		SOLE		617,500	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	7,538	250,000	SH		SOLE		250,000	0	0
GOOGLE INC	CL C	38259P706	354,909	681,849	SH		SOLE		681,849	0	0
GRAINGER W W INC	COM	384802104	14,199	60,000	SH		SOLE		60,000	0	0
GRAMERCY PPTY TR INC	COM NEW	38489R605	10,896	466,250	SH		SOLE		466,250	0	0
GREAT PLAINS ENERGY INC	COM	391164100	2,416	100,000	SH		SOLE		100,000	0	0
GREATBATCH INC	COM	39153L106	6,470	120,000	SH		SOLE		120,000	0	0
GREIF INC	CL B	397624206	2,511	62,000	SH		SOLE		62,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	8,084	89,000	SH		SOLE		89,000	0	0
GROUPON INC	COM CL A	399473107	14,084	2,800,000	SH		SOLE		2,800,000	0	0
GRUPO AEROPORTUARIO DEL SURE	SPON ADR SER B	40051E202	3,396	23,936	SH		SOLE		23,936	0	0
GSV CAP CORP	COM	36191J101	7,011	680,000	SH		SOLE		680,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	69,812	1,060,000	SH		SOLE		1,060,000	0	0
HALLIBURTON CO	COM	406216101	14,213	330,000	SH		SOLE		330,000	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	4,064	180,000	SH		SOLE		180,000	0	0
HALYARD HEALTH INC	COM	40650V100	1,357	33,500	SH		SOLE		33,500	0	0
HANESBRANDS INC	COM	410345102	14,661	440,000	SH		SOLE		440,000	0	0
HARLEY DAVIDSON INC	COM	412822108	56,350	1,000,000	SH		SOLE		1,000,000	0	0
HARRIS CORP DEL	COM	413875105	5,768	75,000	SH		SOLE		75,000	0	0
HARSCO CORP	COM	415864107	20,708	1,255,000	SH		SOLE		1,255,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	7,150	172,000	SH		SOLE		172,000	0	0
HARVARD APPARATUS REGENER TE	COM	41690A106	815	570,000	SH		SOLE		570,000	0	0
HASBRO INC	COM	418056107	55,345	740,000	SH		SOLE		740,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	6,157	175,000	SH		SOLE		175,000	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	25,607	423,042	SH		SOLE		423,042	0	0
HEALTH CARE REIT INC	COM	42217K106	8,564	130,500	SH		SOLE		130,500	0	0
HEALTH NET INC	COM	42222G108	3,527	55,000	SH		SOLE		55,000	0	0
HEALTHCARE SVCS GRP INC	COM	421906108	2,479	75,000	SH		SOLE		75,000	0	0
HEARTWARE INTL INC	COM	422368100	1,090	15,000	SH		SOLE		15,000	0	0
HECLA MNG CO	COM	422704106	2,630	1,000,000	SH		SOLE		1,000,000	0	0
HEICO CORP NEW	CL A	422806208	5,077	100,000	SH		SOLE		100,000	0	0
HEIDRICK & STRUGGLES INTL IN	COM	422819102	522	20,000	SH		SOLE		20,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	1,263	100,000	SH		SOLE		100,000	0	0
HELMERICH & PAYNE INC	COM	423452101	6,619	94,000	SH		SOLE		94,000	0	0
HERSHEY CO	COM	427866108	22,208	250,000	SH		SOLE		250,000	0	0
HESS CORP	COM	42809H107	10,701	160,000	SH		SOLE		160,000	0	0
HEWLETT PACKARD CO	COM	428236103	63,771	2,125,000	SH		SOLE		2,125,000	0	0
HEXCEL CORP NEW	COM	428291108	17,409	350,000	SH		SOLE		350,000	0	0
HFF INC	CL A	40418F108	1,544	37,000	SH		SOLE		37,000	0	0
HIGHWOODS PPTYS INC	COM	431284108	1,199	30,000	SH		SOLE		30,000	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A104	24,630	894,000	SH		SOLE		894,000	0	0
HOLLYFRONTIER CORP	COM	436106108	59,553	1,395,000	SH		SOLE		1,395,000	0	0
HOLOGIC INC	COM	436440101	4,613	121,200	SH		SOLE		121,200	0	0
HOME DEPOT INC	COM	437076102	257,822	2,320,000	SH		SOLE		2,320,000	0	0
HONEYWELL INTL INC	COM	438516106	50,985	500,000	SH		SOLE		500,000	0	0
HORTONWORKS INC	COM	440894103	5,064	200,000	SH		SOLE		200,000	0	0
HOSPIRA INC	COM	441060100	3,202	36,100	SH		SOLE		36,100	0	0
HOWARD HUGHES CORP	COM	44267D107	21,777	151,704	SH		SOLE		151,704	0	0
HUBSPOT INC	COM	443573100	744	15,000	SH		SOLE		15,000	0	0
HUDSON PAC PPTYS INC	COM	444097109	6,567	231,500	SH		SOLE		231,500	0	0
HUMANA INC	COM	444859102	49,733	260,000	SH		SOLE		260,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	25,333	225,000	SH		SOLE		225,000	0	0
HUNTSMAN CORP	COM	447011107	30,898	1,400,000	SH		SOLE		1,400,000	0	0
HYATT HOTELS CORP	COM CL A	448579102	11,083	195,500	SH		SOLE		195,500	0	0
ICICI BK LTD	ADR	45104G104	37,418	3,590,942	SH		SOLE		3,590,942	0	0
ICONIX BRAND GROUP INC	COM	451055107	3,309	132,500	SH		SOLE		132,500	0	0
IDACORP INC	COM	451107106	2,246	40,000	SH		SOLE		40,000	0	0
IMS HEALTH HLDGS INC	COM	44970B109	1,533	50,000	SH		SOLE		50,000	0	0
INCYTE CORP	COM	45337C102	13,547	130,000	SH		SOLE		130,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	2,823	375,000	SH		SOLE		375,000	0	0
INFINERA CORPORATION	COM	45667G103	5,245	250,000	SH		SOLE		250,000	0	0
INFOBLOX INC	COM	45672H104	2,621	100,000	SH		SOLE		100,000	0	0
INFORMATICA CORP	COM	45666Q102	5,816	120,000	SH		SOLE		120,000	0	0
INFOSYS LTD	SPONSORED ADR	456788108	5,482	345,882	SH		SOLE		345,882	0	0
INGERSOLL-RAND PLC	SHS	G47791101	1,686	25,000	SH		SOLE		25,000	0	0
INGREDION INC	COM	457187102	27,135	340,000	SH		SOLE		340,000	0	0
INTEGRATED DEVICE TECHNOLOGY	COM	458118106	53,491	2,465,000	SH		SOLE		2,465,000	0	0
INTEL CORP	COM	458140100	60,830	2,000,000	SH		SOLE		2,000,000	0	0
INTERDIGITAL INC	COM	45867G101	2,845	50,000	SH		SOLE		50,000	0	0
INTERNAP CORP	COM PAR $.001	45885A300	3,700	400,000	SH		SOLE		400,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	56,931	350,000	SH		SOLE		350,000	0	0
INTERSIL CORP	CL A	46069S109	2,815	225,000	SH		SOLE		225,000	0	0
INTERVAL LEISURE GROUP INC	COM	46113M108	2,925	128,000	SH		SOLE		128,000	0	0
INTRA CELLULAR THERAPIES INC	COM	46116X101	1,438	45,000	SH		SOLE		45,000	0	0
INTRAWEST RESORTS HLDGS INC	COM	46090K109	872	75,000	SH		SOLE		75,000	0	0
INVENSENSE INC	COM	46123D205	2,265	150,000	SH		SOLE		150,000	0	0
ION GEOPHYSICAL CORP	COM	462044108	332	310,000	SH		SOLE		310,000	0	0
IRON MTN INC NEW	COM	46284V101	2,511	81,000	SH		SOLE		81,000	0	0
ISHARES	MSCI FRNTR100ETF	464286145	2,927	100,000	SH		SOLE		100,000	0	0
ISHARES	EM MK MINVOL ETF	464286533	115,360	2,000,000	SH		SOLE		2,000,000	0	0
ISHARES	MSCI THI CAP ETF	464286624	13,998	188,000	SH		SOLE		188,000	0	0
ISHARES	MSCI SINGAP ETF	464286673	14,141	1,125,000	SH		SOLE		1,125,000	0	0
ISHARES	MSCI TAIWAN ETF	464286731	19,761	1,252,282	SH		SOLE		1,252,282	0	0
ISHARES	MSCI SPAN CP ETF	464286764	8,388	250,000	SH		SOLE		250,000	0	0
ISHARES	MSCI STH KOR ETF	464286772	28,933	525,000	SH		SOLE		525,000	0	0
ISHARES	MSCI STH AFR ETF	464286780	16,360	250,000	SH		SOLE		250,000	0	0
ISHARES	MSCI HONG KG ETF	464286871	36,096	1,600,000	SH		SOLE		1,600,000	0	0
ISHARES	EAFE SML CP ETF	464288273	5,102	100,000	SH		SOLE		100,000	0	0
ISHARES	IBOXX HI YD ETF	464288513	22,200	250,000	SH		SOLE		250,000	0	0
ISHARES GOLD TRUST	ISHARES	464285105	97,524	8,600,000	SH		SOLE		8,600,000	0	0
ISHARES INC	CORE MSCI EMKT	46434G103	182,792	3,805,000	SH		SOLE		3,805,000	0	0
ISHARES TR	CHINA LG-CAP ETF	464287184	103,725	2,250,000	SH		SOLE		2,250,000	0	0
ISHARES TR	MSCI EMG MKT ETF	464287234	348,656	8,800,000	SH		SOLE		8,800,000	0	0
ISHARES TR	MSCI EAFE ETF	464287465	260,309	4,100,000	SH		SOLE		4,100,000	0	0
ISHARES TR	PUT	464287954	282	600,000	SH		SOLE		600,000	0	0
ISHARES TR	MSCI PHILIPS ETF	46429B408	16,170	420,000	SH		SOLE		420,000	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	61,741	2,036,966	SH		SOLE		2,036,966	0	0
ISHARES TR	MSCI POL CAP ETF	46429B606	9,136	400,000	SH		SOLE		400,000	0	0
ISHARES TR	EAFE MIN VOL ETF	46429B689	35,910	550,000	SH		SOLE		550,000	0	0
ISHARES TR	INTL INFL-LKD BD	46429B770	4,209	100,000	SH		SOLE		100,000	0	0
ISHARES TR	MSCI UTD KNGDM	46434V548	41,975	2,300,000	SH		SOLE		2,300,000	0	0
ISHARES TR	HDG MSCI GERMN	46434V704	74,330	2,849,000	SH		SOLE		2,849,000	0	0
ISIS PHARMACEUTICALS INC	COM	464330109	5,755	100,000	SH		SOLE		100,000	0	0
IXIA	COM	45071R109	4,354	350,000	SH		SOLE		350,000	0	0
J & J SNACK FOODS CORP	COM	466032109	18,814	170,000	SH		SOLE		170,000	0	0
JACOBS ENGR GROUP INC DEL	COM	469814107	17,264	425,000	SH		SOLE		425,000	0	0
JAKKS PAC INC	COM	47012E106	1,385	140,000	SH		SOLE		140,000	0	0
JARDEN CORP	COM	471109108	58,801	1,136,250	SH		SOLE		1,136,250	0	0
JD COM INC	SPON ADR CL A	47215P106	10,504	308,033	SH		SOLE		308,033	0	0
JDS UNIPHASE CORP	COM PAR $0.001	46612J507	3,474	300,000	SH		SOLE		300,000	0	0
JETBLUE AIRWAYS CORP	COM	477143101	66,432	3,200,000	SH		SOLE		3,200,000	0	0
JOHNSON & JOHNSON	COM	478160104	315,283	3,235,000	SH		SOLE		3,235,000	0	0
JOHNSON CTLS INC	COM	478366107	14,859	300,000	SH		SOLE		300,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	343,069	5,063,000	SH		SOLE		5,063,000	0	0
JUNIPER NETWORKS INC	COM	48203R104	46,746	1,800,000	SH		SOLE		1,800,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	80,256	880,000	SH		SOLE		880,000	0	0
KAR AUCTION SVCS INC	COM	48238T109	5,619	150,250	SH		SOLE		150,250	0	0
KATE SPADE & CO	COM	485865109	5,703	264,750	SH		SOLE		264,750	0	0
KB HOME	COM	48666K109	623	37,500	SH		SOLE		37,500	0	0
KBR INC	COM	48242W106	195	10,000	SH		SOLE		10,000	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	3,197	130,000	SH		SOLE		130,000	0	0
KEURIG GREEN MTN INC	COM	49271M100	24,522	320,000	SH		SOLE		320,000	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	3,899	125,000	SH		SOLE		125,000	0	0
KFORCE INC	COM	493732101	4,002	175,000	SH		SOLE		175,000	0	0
KILROY RLTY CORP	COM	49427F108	5,104	76,000	SH		SOLE		76,000	0	0
KIMBERLY CLARK CORP	COM	494368103	82,974	783,000	SH		SOLE		783,000	0	0
KIMCO RLTY CORP	COM	49446R109	10,774	478,000	SH		SOLE		478,000	0	0
KINDER MORGAN INC DEL	COM	49456B101	69,102	1,800,000	SH		SOLE		1,800,000	0	0
KINDER MORGAN INC DEL	*W EXP 05/25/201	49456B119	1,055	390,848	SH		SOLE		390,848	0	0
KIRBY CORP	COM	497266106	12,266	160,000	SH		SOLE		160,000	0	0
KITE RLTY GROUP TR	COM NEW	49803T300	4,252	173,750	SH		SOLE		173,750	0	0
KKR & CO L P DEL	COM UNITS	48248M102	20,565	900,000	SH		SOLE		900,000	0	0
KLA-TENCOR CORP	COM	482480100	4,497	80,000	SH		SOLE		80,000	0	0
KLX INC	COM	482539103	8,274	187,500	SH		SOLE		187,500	0	0
KNIGHT TRANSN INC	COM	499064103	8,022	300,000	SH		SOLE		300,000	0	0
KOHLS CORP	COM	500255104	2,223	35,500	SH		SOLE		35,500	0	0
KOPPERS HOLDINGS INC	COM	50060P106	20,765	840,000	SH		SOLE		840,000	0	0
KORN FERRY INTL	COM NEW	500643200	2,281	65,600	SH		SOLE		65,600	0	0
KRAFT FOODS GROUP INC	COM	50076Q106	24,638	289,387	SH		SOLE		289,387	0	0
KROGER CO	COM	501044101	34,043	469,500	SH		SOLE		469,500	0	0
L BRANDS INC	COM	501797104	7,416	86,500	SH		SOLE		86,500	0	0
L-3 COMMUNICATIONS HLDGS INC	COM	502424104	66,895	590,000	SH		SOLE		590,000	0	0
LA QUINTA HLDGS INC	COM	50420D108	914	40,000	SH		SOLE		40,000	0	0
LA Z BOY INC	COM	505336107	2,766	105,000	SH		SOLE		105,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	49,700	410,000	SH		SOLE		410,000	0	0
LAM RESEARCH CORP	COM	512807108	27,252	335,000	SH		SOLE		335,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	33,451	386,000	SH		SOLE		386,000	0	0
LAZARD LTD	SHS A	G54050102	44,992	800,000	SH		SOLE		800,000	0	0
LEGG MASON INC	COM	524901105	4,122	80,000	SH		SOLE		80,000	0	0
LEIDOS HLDGS INC	COM	525327102	1,817	45,000	SH		SOLE		45,000	0	0
LENNAR CORP	CL B	526057302	647	15,000	SH		SOLE		15,000	0	0
LGI HOMES INC	COM	50187T106	4,273	216,000	SH		SOLE		216,000	0	0
LIBERTY BROADBAND CORP	COM SER A	530307107	637	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	4,031	79,625	SH		SOLE		79,625	0	0
LIBERTY MEDIA CORP DELAWARE	CL A	531229102	1,802	50,000	SH		SOLE		50,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C	531229300	3,590	100,000	SH		SOLE		100,000	0	0
LIFEPOINT HEALTH INC	COM	53219L109	16,187	186,164	SH		SOLE		186,164	0	0
LILLY ELI & CO	COM	532457108	192,653	2,307,496	SH		SOLE		2,307,496	0	0
LIMELIGHT NETWORKS INC	COM	53261M104	1,103	280,000	SH		SOLE		280,000	0	0
LIMONEIRA CO	COM	532746104	4,335	195,000	SH		SOLE		195,000	0	0
LINCOLN NATL CORP IND	COM	534187109	84,921	1,434,000	SH		SOLE		1,434,000	0	0
LINEAR TECHNOLOGY CORP	COM	535678106	2,212	50,000	SH		SOLE		50,000	0	0
LIONS GATE ENTMNT CORP	COM NEW	535919203	24,453	660,000	SH		SOLE		660,000	0	0
LIVEPERSON INC	COM	538146101	4,316	440,000	SH		SOLE		440,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	92,950	500,000	SH		SOLE		500,000	0	0
LO-JACK CORP	COM	539451104	1,535	445,000	SH		SOLE		445,000	0	0
LOUISIANA PAC CORP	COM	546347105	3,278	192,500	SH		SOLE		192,500	0	0
LOWES COS INC	COM	548661107	11,673	174,300	SH		SOLE		174,300	0	0
LULULEMON ATHLETICA INC	COM	550021109	3,134	48,000	SH		SOLE		48,000	0	0
LUMBER LIQUIDATORS HLDGS INC	COM	55003T107	10,355	500,000	SH		SOLE		500,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	27,950	270,000	SH		SOLE		270,000	0	0
MA COM TECHNOLOGY SOLUTIONS	COM	55405Y100	4,208	110,000	SH		SOLE		110,000	0	0
MACERICH CO	COM	554382101	39,986	536,000	SH		SOLE		536,000	0	0
MACYS INC	COM	55616P104	10,289	152,500	SH		SOLE		152,500	0	0
MADDEN STEVEN LTD	COM	556269108	6,235	145,750	SH		SOLE		145,750	0	0
MANPOWERGROUP INC	COM	56418H100	10,681	119,500	SH		SOLE		119,500	0	0
MARATHON OIL CORP	COM	565849106	10,925	411,644	SH		SOLE		411,644	0	0
MARATHON PETE CORP	COM	56585A102	14,647	280,000	SH		SOLE		280,000	0	0
MARCUS & MILLICHAP INC	COM	566324109	5,306	115,000	SH		SOLE		115,000	0	0
MARIN SOFTWARE INC	COM	56804T106	270	40,000	SH		SOLE		40,000	0	0
MARKET VECTORS ETF TR	GOLD MINER ETF	57060U100	9,768	550,000	SH		SOLE		550,000	0	0
MARRIOTT INTL INC NEW	CL A	571903202	1,488	20,000	SH		SOLE		20,000	0	0
MARSH & MCLENNAN COS INC	COM	571748102	19,335	341,000	SH		SOLE		341,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	70,047	495,000	SH		SOLE		495,000	0	0
MASTEC INC	COM	576323109	61,597	3,100,000	SH		SOLE		3,100,000	0	0
MASTERCARD INC	CL A	57636Q104	63,099	675,000	SH		SOLE		675,000	0	0
MATTEL INC	COM	577081102	2,569	100,000	SH		SOLE		100,000	0	0
MATTRESS FIRM HLDG CORP	COM	57722W106	610	10,000	SH		SOLE		10,000	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	9,714	120,000	SH		SOLE		120,000	0	0
MCDERMOTT INTL INC	COM	580037109	2,670	500,000	SH		SOLE		500,000	0	0
MCDONALDS CORP	COM	580135101	52,565	552,913	SH		SOLE		552,913	0	0
MCKESSON CORP	COM	58155Q103	33,722	150,000	SH		SOLE		150,000	0	0
MDU RES GROUP INC	COM	552690109	1,953	100,000	SH		SOLE		100,000	0	0
MEAD JOHNSON NUTRITION CO	COM	582839106	58,284	646,026	SH		SOLE		646,026	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	1,246	95,000	SH		SOLE		95,000	0	0
MEDTRONIC PLC	SHS	G5960L103	67,711	913,780	SH		SOLE		913,780	0	0
MENTOR GRAPHICS CORP	COM	587200106	6,872	260,000	SH		SOLE		260,000	0	0
MERCADOLIBRE INC	COM	58733R102	9,446	66,665	SH		SOLE		66,665	0	0
MERCANTILE BANK CORP	COM	587376104	1,014	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC NEW	COM	58933Y105	296,321	5,205,000	SH		SOLE		5,205,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	932	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R108	101,454	1,812,000	SH		SOLE		1,812,000	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	2,862	68,000	SH		SOLE		68,000	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	14,939	315,000	SH		SOLE		315,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	40,506	2,150,000	SH		SOLE		2,150,000	0	0
MICROSEMI CORP	COM	595137100	10,485	300,000	SH		SOLE		300,000	0	0
MICROSOFT CORP	COM	594918104	507,725	11,500,000	SH		SOLE		11,500,000	0	0
MICROSTRATEGY INC	CL A NEW	594972408	2,551	15,000	SH		SOLE		15,000	0	0
MID-AMER APT CMNTYS INC	COM	59522J103	5,097	70,000	SH		SOLE		70,000	0	0
MIDDLESEX WATER CO	COM	596680108	3,046	135,000	SH		SOLE		135,000	0	0
MILLENNIAL MEDIA INC	COM	60040N105	324	200,000	SH		SOLE		200,000	0	0
MOBILEYE N V AMSTELVEEN	ORD SHS	N51488117	38,549	725,000	SH		SOLE		725,000	0	0
MOHAWK INDS INC	COM	608190104	14,652	76,750	SH		SOLE		76,750	0	0
MONDELEZ INTL INC	CL A	609207105	48,264	1,173,163	SH		SOLE		1,173,163	0	0
MONEYGRAM INTL INC	COM NEW	60935Y208	460	50,000	SH		SOLE		50,000	0	0
MONSANTO CO NEW	COM	61166W101	15,989	150,000	SH		SOLE		150,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	41,546	310,000	SH		SOLE		310,000	0	0
MORGAN STANLEY	COM NEW	617446448	71,762	1,850,000	SH		SOLE		1,850,000	0	0
MORGAN STANLEY INDIA INVS FD	COM	61745C105	12,910	470,133	SH		SOLE		470,133	0	0
MOSAIC CO NEW	COM	61945C103	39,120	835,000	SH		SOLE		835,000	0	0
MOTORCAR PTS AMER INC	COM	620071100	5,266	175,000	SH		SOLE		175,000	0	0
MSA SAFETY INC	COM	553498106	8,247	170,000	SH		SOLE		170,000	0	0
MSCI INC	COM	55354G100	3,078	50,000	SH		SOLE		50,000	0	0
MURPHY OIL CORP	COM	626717102	7,483	180,000	SH		SOLE		180,000	0	0
MYLAN N V	SHS EURO	N59465109	70,795	1,043,255	SH		SOLE		1,043,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	4,618	320,000	SH		SOLE		320,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	4,948	310,000	SH		SOLE		310,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	3,062	52,000	SH		SOLE		52,000	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	9,173	190,000	SH		SOLE		190,000	0	0
NAVISTAR INTL CORP NEW	COM	63934E108	4,752	210,000	SH		SOLE		210,000	0	0
NEKTAR THERAPEUTICS	COM	640268108	1,314	105,000	SH		SOLE		105,000	0	0
NETEASE INC	SPONSORED ADR	64110W102	33,699	232,628	SH		SOLE		232,628	0	0
NETFLIX INC	COM	64110L106	39,416	60,000	SH		SOLE		60,000	0	0
NEW HOME CO INC	COM	645370107	1,292	75,000	SH		SOLE		75,000	0	0
NEW JERSEY RES	COM	646025106	2,480	90,000	SH		SOLE		90,000	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	2,853	116,366	SH		SOLE		116,366	0	0
NEW RESIDENTIAL INVT CORP	COM NEW	64828T201	1,859	122,000	SH		SOLE		122,000	0	0
NEW YORK CMNTY BANCORP INC	COM	649445103	4,344	236,331	SH		SOLE		236,331	0	0
NEWELL RUBBERMAID INC	COM	651229106	26,722	650,000	SH		SOLE		650,000	0	0
NEWFIELD EXPL CO	COM	651290108	4,334	120,000	SH		SOLE		120,000	0	0
NEWMONT MINING CORP	COM	651639106	17,520	750,000	SH		SOLE		750,000	0	0
NEWPARK RES INC	COM PAR $.01NEW	651718504	1,789	220,000	SH		SOLE		220,000	0	0
NEWS CORP NEW	CL A	65249B109	39,758	2,725,000	SH		SOLE		2,725,000	0	0
NEXTERA ENERGY INC	COM	65339F101	80,384	820,000	SH		SOLE		820,000	0	0
NIC INC	COM	62914B100	8,409	460,000	SH		SOLE		460,000	0	0
NIKE INC	CL B	654106103	39,913	369,500	SH		SOLE		369,500	0	0
NISOURCE INC	COM	65473P105	7,294	160,000	SH		SOLE		160,000	0	0
NOBLE CORP PLC	SHS USD	G65431101	4,463	290,000	SH		SOLE		290,000	0	0
NOBLE ENERGY INC	COM	655044105	8,664	203,000	SH		SOLE		203,000	0	0
NORDSTROM INC	COM	655664100	5,215	70,000	SH		SOLE		70,000	0	0
NORTHERN TR CORP	COM	665859104	12,234	160,000	SH		SOLE		160,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	7,138	45,000	SH		SOLE		45,000	0	0
NORTHSTAR ASSET MGMT GROUP I	COM	66705Y104	2,433	131,564	SH		SOLE		131,564	0	0
NORTHSTAR RLTY FIN CORP	COM NEW	66704R704	29,687	1,867,064	SH		SOLE		1,867,064	0	0
NOW INC	COM	67011P100	1,493	75,000	SH		SOLE		75,000	0	0
NRG ENERGY INC	COM NEW	629377508	38,917	1,700,938	SH		SOLE		1,700,938	0	0
NTN BUZZTIME INC	COM NEW	629410309	53	230,000	SH		SOLE		230,000	0	0
NUMEREX CORP PA	CL A	67053A102	512	60,000	SH		SOLE		60,000	0	0
NVE CORP	COM NEW	629445206	1,568	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G104	10,055	500,000	SH		SOLE		500,000	0	0
NXSTAGE MEDICAL INC	COM	67072V103	1,096	76,700	SH		SOLE		76,700	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	29,553	380,000	SH		SOLE		380,000	0	0
OCEANEERING INTL INC	COM	675232102	978	21,000	SH		SOLE		21,000	0	0
OCLARO INC	COM NEW	67555N206	170	75,000	SH		SOLE		75,000	0	0
OFFICE DEPOT INC	COM	676220106	1,438	166,050	SH		SOLE		166,050	0	0
OGE ENERGY CORP	COM	670837103	2,857	100,000	SH		SOLE		100,000	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	15,436	225,000	SH		SOLE		225,000	0	0
OMEGA HEALTHCARE INVS INC	COM	681936100	1,699	49,500	SH		SOLE		49,500	0	0
OMNICARE INC	COM	681904108	7,069	75,000	SH		SOLE		75,000	0	0
OMNICOM GROUP INC	COM	681919106	6,949	100,000	SH		SOLE		100,000	0	0
ONEOK INC NEW	COM	682680103	40,783	1,033,000	SH		SOLE		1,033,000	0	0
OPHTHOTECH CORP	COM	683745103	911	17,500	SH		SOLE		17,500	0	0
ORACLE CORP	COM	68389X105	84,630	2,100,000	SH		SOLE		2,100,000	0	0
ORBITAL ATK INC	COM	68557N103	34,846	475,000	SH		SOLE		475,000	0	0
ORMAT TECHNOLOGIES INC	COM	686688102	5,275	140,000	SH		SOLE		140,000	0	0
OSI SYSTEMS INC	COM	671044105	6,725	95,000	SH		SOLE		95,000	0	0
OXFORD INDS INC	COM	691497309	5,509	63,000	SH		SOLE		63,000	0	0
P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR	715684106	31,184	718,700	SH		SOLE		718,700	0	0
PALO ALTO NETWORKS INC	COM	697435105	41,928	240,000	SH		SOLE		240,000	0	0
PARAGON OFFSHORE PLC	SHS	G6S01W108	60	55,000	SH		SOLE		55,000	0	0
PARAMOUNT GROUP INC	COM	69924R108	2,059	120,000	SH		SOLE		120,000	0	0
PARKE BANCORP INC	COM	700885106	1,332	103,856	SH		SOLE		103,856	0	0
PARKWAY PPTYS INC	COM	70159Q104	4,360	250,000	SH		SOLE		250,000	0	0
PATTERSON UTI ENERGY INC	COM	703481101	2,277	121,000	SH		SOLE		121,000	0	0
PCM INC	COM	69323K100	1,856	185,000	SH		SOLE		185,000	0	0
PDL BIOPHARMA INC	COM	69329Y104	804	125,000	SH		SOLE		125,000	0	0
PEABODY ENERGY CORP	COM	704549104	657	300,000	SH		SOLE		300,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	20,279	472,934	SH		SOLE		472,934	0	0
PENN NATL GAMING INC	COM	707569109	367	20,000	SH		SOLE		20,000	0	0
PENN VA CORP	COM	707882106	788	180,000	SH		SOLE		180,000	0	0
PENNYMAC MTG INVT TR	COM	70931T103	784	45,000	SH		SOLE		45,000	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	7,269	139,500	SH		SOLE		139,500	0	0
PENTAIR PLC	SHS	G7S00T104	27,500	400,000	SH		SOLE		400,000	0	0
PEPSICO INC	COM	713448108	166,575	1,784,600	SH		SOLE		1,784,600	0	0
PERFORMANCE SPORTS GROUP LTD	COM	71377G100	4,725	262,500	SH		SOLE		262,500	0	0
PERKINELMER INC	COM	714046109	5,264	100,000	SH		SOLE		100,000	0	0
PERRIGO CO PLC	SHS	G97822103	27,725	150,000	SH		SOLE		150,000	0	0
PFIZER INC	COM	717081103	288,433	8,602,236	SH		SOLE		8,602,236	0	0
PG&E CORP	COM	69331C108	14,386	293,000	SH		SOLE		293,000	0	0
PHARMERICA CORP	COM	71714F104	500	15,000	SH		SOLE		15,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	131,559	1,641,000	SH		SOLE		1,641,000	0	0
PHILIPPINE LONG DISTANCE TEL	SPONSORED ADR	718252604	23,755	381,300	SH		SOLE		381,300	0	0
PHILLIPS 66	COM	718546104	24,168	300,000	SH		SOLE		300,000	0	0
PHOTRONICS INC	COM	719405102	1,807	190,000	SH		SOLE		190,000	0	0
PHYSICIANS RLTY TR	COM	71943U104	5,775	376,000	SH		SOLE		376,000	0	0
PIEDMONT NAT GAS INC	COM	720186105	1,236	35,000	SH		SOLE		35,000	0	0
PIER 1 IMPORTS INC	COM	720279108	4,168	330,000	SH		SOLE		330,000	0	0
PINNACLE WEST CAP CORP	COM	723484101	2,560	45,000	SH		SOLE		45,000	0	0
PIONEER NAT RES CO	COM	723787107	11,234	81,000	SH		SOLE		81,000	0	0
PLUM CREEK TIMBER CO INC	COM	729251108	16,634	410,000	SH		SOLE		410,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	102,062	1,067,031	SH		SOLE		1,067,031	0	0
POWER SOLUTIONS INTL INC	COM NEW	73933G202	15,126	280,000	SH		SOLE		280,000	0	0
POWERSHARES DB CMDTY IDX TRA	UNIT BEN INT	73935S105	48,600	2,700,000	SH		SOLE		2,700,000	0	0
PPG INDS INC	COM	693506107	10,898	95,000	SH		SOLE		95,000	0	0
PPL CORP	COM	69351T106	55,993	1,900,000	SH		SOLE		1,900,000	0	0
PRAXAIR INC	COM	74005P104	26,899	225,000	SH		SOLE		225,000	0	0
PRECISION CASTPARTS CORP	COM	740189105	69,955	350,000	SH		SOLE		350,000	0	0
PREFERRED APT CMNTYS INC	COM	74039L103	2,289	230,000	SH		SOLE		230,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	18,539	238,500	SH		SOLE		238,500	0	0
PRIMERICA INC	COM	74164M108	23,302	510,000	SH		SOLE		510,000	0	0
PROCTER & GAMBLE CO	COM	742718109	229,552	2,933,945	SH		SOLE		2,933,945	0	0
PROGRESSIVE CORP OHIO	COM	743315103	8,349	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	23,633	637,000	SH		SOLE		637,000	0	0
PROS HOLDINGS INC	COM	74346Y103	19,421	920,000	SH		SOLE		920,000	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	950	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	126,948	1,450,500	SH		SOLE		1,450,500	0	0
PTC INC	COM	69370C100	106,652	2,600,000	SH		SOLE		2,600,000	0	0
PUBLIC STORAGE	COM	74460D109	8,034	43,575	SH		SOLE		43,575	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	11,195	285,000	SH		SOLE		285,000	0	0
PUMA BIOTECHNOLOGY INC	COM	74587V107	1,265	10,833	SH		SOLE		10,833	0	0
PVH CORP	COM	693656100	4,723	41,000	SH		SOLE		41,000	0	0
QEP RES INC	COM	74733V100	2,962	160,000	SH		SOLE		160,000	0	0
QIHOO 360 TECHNOLOGY CO LTD	ADS	74734M109	3,065	45,285	SH		SOLE		45,285	0	0
QLIK TECHNOLOGIES INC	COM	74733T105	12,236	350,000	SH		SOLE		350,000	0	0
QORVO INC	COM	74736K101	37,225	463,740	SH		SOLE		463,740	0	0
QUALCOMM INC	COM	747525103	124,007	1,980,000	SH		SOLE		1,980,000	0	0
QUANTA SVCS INC	COM	74762E102	33,143	1,150,000	SH		SOLE		1,150,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	3,989	55,000	SH		SOLE		55,000	0	0
QUESTAR CORP	COM	748356102	3,659	175,000	SH		SOLE		175,000	0	0
RACKSPACE HOSTING INC	COM	750086100	37,190	1,000,000	SH		SOLE		1,000,000	0	0
RAIT FINANCIAL TRUST	COM NEW	749227609	1,253	205,000	SH		SOLE		205,000	0	0
RANGE RES CORP	COM	75281A109	4,938	100,000	SH		SOLE		100,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	47,664	800,000	SH		SOLE		800,000	0	0
RAYONIER ADVANCED MATLS INC	COM	75508B104	402	24,750	SH		SOLE		24,750	0	0
RAYONIER INC	COM	754907103	1,533	60,000	SH		SOLE		60,000	0	0
RAYTHEON CO	COM NEW	755111507	26,312	275,000	SH		SOLE		275,000	0	0
REALNETWORKS INC	COM NEW	75605L708	162	30,000	SH		SOLE		30,000	0	0
RED HAT INC	COM	756577102	11,390	150,000	SH		SOLE		150,000	0	0
REDWOOD TR INC	COM	758075402	1,413	90,000	SH		SOLE		90,000	0	0
REGAL ENTMT GROUP	CL A	758766109	20,910	1,000,000	SH		SOLE		1,000,000	0	0
REINSURANCE GROUP AMER INC	COM NEW	759351604	7,615	80,272	SH		SOLE		80,272	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	4,536	75,000	SH		SOLE		75,000	0	0
RENTRAK CORP	COM	760174102	30,712	440,000	SH		SOLE		440,000	0	0
RESMED INC	COM	761152107	1,759	31,200	SH		SOLE		31,200	0	0
RESTORATION HARDWARE HLDGS I	COM	761283100	5,360	54,900	SH		SOLE		54,900	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	8,263	529,000	SH		SOLE		529,000	0	0
REVANCE THERAPEUTICS INC	COM	761330109	831	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	6,125	420,000	SH		SOLE		420,000	0	0
REXNORD CORP NEW	COM	76169B102	40,886	1,710,000	SH		SOLE		1,710,000	0	0
REYNOLDS AMERICAN INC	COM	761713106	24,862	333,000	SH		SOLE		333,000	0	0
RIGNET INC	COM	766582100	4,280	140,000	SH		SOLE		140,000	0	0
ROBERT HALF INTL INC	COM	770323103	12,488	225,000	SH		SOLE		225,000	0	0
ROCKET FUEL INC	COM	773111109	410	50,000	SH		SOLE		50,000	0	0
ROCK-TENN CO	CL A	772739207	62,608	1,040,000	SH		SOLE		1,040,000	0	0
ROUSE PPTYS INC	COM	779287101	1,308	80,000	SH		SOLE		80,000	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	6,650	315,000	SH		SOLE		315,000	0	0
RTI INTL METALS INC	COM	74973W107	4,728	150,000	SH		SOLE		150,000	0	0
RYDER SYS INC	COM	783549108	10,921	125,000	SH		SOLE		125,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	25,624	995,500	SH		SOLE		995,500	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	4,865	250,000	SH		SOLE		250,000	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	2,952	78,000	SH		SOLE		78,000	0	0
SAIA INC	COM	78709Y105	12,769	325,000	SH		SOLE		325,000	0	0
SALESFORCE COM INC	COM	79466L302	52,223	750,000	SH		SOLE		750,000	0	0
SALLY BEAUTY HLDGS INC	COM	79546E104	474	15,000	SH		SOLE		15,000	0	0
SANDISK CORP	COM	80004C101	4,075	70,000	SH		SOLE		70,000	0	0
SCANA CORP NEW	COM	80589M102	5,572	110,000	SH		SOLE		110,000	0	0
SCHEIN HENRY INC	COM	806407102	12,791	90,000	SH		SOLE		90,000	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	15,346	470,000	SH		SOLE		470,000	0	0
SCIQUEST INC NEW	COM	80908T101	5,184	350,000	SH		SOLE		350,000	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	1,776	30,000	SH		SOLE		30,000	0	0
SEACHANGE INTL INC	COM	811699107	1,893	270,000	SH		SOLE		270,000	0	0
SEMPRA ENERGY	COM	816851109	11,873	120,000	SH		SOLE		120,000	0	0
SEQUENTIAL BRANDS GROUP INC	COM NEW	817340201	16,807	1,099,200	SH		SOLE		1,099,200	0	0
SERVICENOW INC	COM	81762P102	7,431	100,000	SH		SOLE		100,000	0	0
SEVENTY SEVEN ENERGY INC	COM	818097107	138	32,142	SH		SOLE		32,142	0	0
SHERWIN WILLIAMS CO	COM	824348106	1,375	5,000	SH		SOLE		5,000	0	0
SI FINL GROUP INC MD	COM	78425V104	314	26,943	SH		SOLE		26,943	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	2,196	15,000	SH		SOLE		15,000	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	5,835	45,500	SH		SOLE		45,500	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	77,579	448,377	SH		SOLE		448,377	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	3,768	135,000	SH		SOLE		135,000	0	0
SKECHERS U S A INC	CL A	830566105	10,924	99,500	SH		SOLE		99,500	0	0
SL GREEN RLTY CORP	COM	78440X101	14,257	129,750	SH		SOLE		129,750	0	0
SM ENERGY CO	COM	78454L100	1,384	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	6,999	64,556	SH		SOLE		64,556	0	0
SNYDERS-LANCE INC	COM	833551104	3,550	110,000	SH		SOLE		110,000	0	0
SONIC AUTOMOTIVE INC	CL A	83545G102	3,980	167,000	SH		SOLE		167,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	1,731	70,000	SH		SOLE		70,000	0	0
SOUTHERN CO	COM	842587107	19,903	475,000	SH		SOLE		475,000	0	0
SOUTHERN COPPER CORP	COM	84265V105	2,214	75,293	SH		SOLE		75,293	0	0
SOUTHWEST AIRLS CO	COM	844741108	74,453	2,250,000	SH		SOLE		2,250,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	3,864	170,000	SH		SOLE		170,000	0	0
SOVRAN SELF STORAGE INC	COM	84610H108	2,607	30,000	SH		SOLE		30,000	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	33,711	300,000	SH		SOLE		300,000	0	0
SPDR SERIES TRUST	DB INT GVT ETF	78464A490	13,453	245,000	SH		SOLE		245,000	0	0
SPDR SERIES TRUST	S&P OILGAS EXP	78464A730	13,998	300,000	SH		SOLE		300,000	0	0
SPECTRA ENERGY CORP	COM	847560109	12,225	375,000	SH		SOLE		375,000	0	0
SPIRIT AIRLS INC	COM	848577102	77,625	1,250,000	SH		SOLE		1,250,000	0	0
SPIRIT RLTY CAP INC NEW	COM	84860W102	1,402	145,000	SH		SOLE		145,000	0	0
SPRINT CORP	COM SER 1	85207U105	9,576	2,100,000	SH		SOLE		2,100,000	0	0
ST JUDE MED INC	COM	790849103	73,070	1,000,000	SH		SOLE		1,000,000	0	0
STAG INDL INC	COM	85254J102	5,400	270,000	SH		SOLE		270,000	0	0
STAGE STORES INC	COM NEW	85254C305	701	40,000	SH		SOLE		40,000	0	0
STARBUCKS CORP	COM	855244109	51,470	960,000	SH		SOLE		960,000	0	0
STARWOOD PPTY TR INC	COM	85571B105	11,411	529,000	SH		SOLE		529,000	0	0
STARWOOD WAYPOINT RESIDENTL	COM SHS	85571W109	6,907	290,700	SH		SOLE		290,700	0	0
STATE STR CORP	COM	857477103	23,716	308,000	SH		SOLE		308,000	0	0
STEEL DYNAMICS INC	COM	858119100	3,522	170,000	SH		SOLE		170,000	0	0
STEELCASE INC	CL A	858155203	1,267	67,000	SH		SOLE		67,000	0	0
STIFEL FINL CORP	COM	860630102	34,644	600,000	SH		SOLE		600,000	0	0
STRATASYS LTD	SHS	M85548101	31,437	900,000	SH		SOLE		900,000	0	0
STRATEGIC HOTELS & RESORTS I	COM	86272T106	4,242	350,000	SH		SOLE		350,000	0	0
STRYKER CORP	COM	863667101	4,301	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	865646103	703	348,000	SH		SOLE		348,000	0	0
SUMMIT MATLS INC	CL A	86614U100	11,093	435,000	SH		SOLE		435,000	0	0
SUN CMNTYS INC	COM	866674104	11,748	190,000	SH		SOLE		190,000	0	0
SUNCOKE ENERGY INC	COM	86722A103	520	40,000	SH		SOLE		40,000	0	0
SUNEDISON INC	COM	86732Y109	2,991	100,000	SH		SOLE		100,000	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	627	41,786	SH		SOLE		41,786	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	1,578	75,000	SH		SOLE		75,000	0	0
SVB FINL GROUP	COM	78486Q101	13,678	95,000	SH		SOLE		95,000	0	0
SYMANTEC CORP	COM	871503108	9,300	400,000	SH		SOLE		400,000	0	0
SYNAPTICS INC	COM	87157D109	4,337	50,000	SH		SOLE		50,000	0	0
SYNOPSYS INC	COM	871607107	10,637	210,000	SH		SOLE		210,000	0	0
SYSCO CORP	COM	871829107	12,021	333,000	SH		SOLE		333,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	110,877	4,882,263	SH		SOLE		4,882,263	0	0
TAL ED GROUP	ADS REPSTG COM	874080104	5,210	147,591	SH		SOLE		147,591	0	0
TAL INTL GROUP INC	COM	874083108	38,552	1,220,000	SH		SOLE		1,220,000	0	0
TALEN ENERGY CORP	COM	87422J105	750	43,717	SH		SOLE		43,717	0	0
TARGET CORP	COM	87612E106	28,969	354,880	SH		SOLE		354,880	0	0
TASER INTL INC	COM	87651B104	16,655	500,000	SH		SOLE		500,000	0	0
TATA MTRS LTD	SPONSORED ADR	876568502	5,177	150,181	SH		SOLE		150,181	0	0
TAYLOR MORRISON HOME CORP	CL A	87724P106	3,125	153,495	SH		SOLE		153,495	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	61,728	960,000	SH		SOLE		960,000	0	0
TECO ENERGY INC	COM	872375100	4,256	241,000	SH		SOLE		241,000	0	0
TELEFONICA BRASIL SA	SPONSORED ADR	87936R106	1,974	141,700	SH		SOLE		141,700	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	81,756	1,412,500	SH		SOLE		1,412,500	0	0
TERADYNE INC	COM	880770102	1,447	75,000	SH		SOLE		75,000	0	0
TERRENO RLTY CORP	COM	88146M101	1,675	85,000	SH		SOLE		85,000	0	0
TESLA MTRS INC	COM	88160R101	37,556	140,000	SH		SOLE		140,000	0	0
TEVA PHARMACEUTICAL INDS LTD	ADR	881624209	29,568	500,300	SH		SOLE		500,300	0	0
TEXAS INSTRS INC	COM	882508104	38,633	750,000	SH		SOLE		750,000	0	0
THE ADT CORPORATION	COM	00101J106	1,679	50,000	SH		SOLE		50,000	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	1,633	125,459	SH		SOLE		125,459	0	0
THERAVANCE INC	COM	88338T104	7,935	439,108	SH		SOLE		439,108	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	12,976	100,000	SH		SOLE		100,000	0	0
THOR INDS INC	COM	885160101	3,940	70,000	SH		SOLE		70,000	0	0
TIFFANY & CO NEW	COM	886547108	6,793	74,000	SH		SOLE		74,000	0	0
TIME INC NEW	COM	887228104	1,726	75,000	SH		SOLE		75,000	0	0
TIME WARNER INC	COM NEW	887317303	96,151	1,100,000	SH		SOLE		1,100,000	0	0
TITAN INTL INC ILL	COM	88830M102	3,866	360,000	SH		SOLE		360,000	0	0
TIVO INC	COM	888706108	3,650	360,000	SH		SOLE		360,000	0	0
TJX COS INC NEW	COM	872540109	31,447	475,250	SH		SOLE		475,250	0	0
TOLL BROTHERS INC	COM	889478103	56,712	1,485,000	SH		SOLE		1,485,000	0	0
TOOTSIE ROLL INDS INC	COM	890516107	2,951	91,330	SH		SOLE		91,330	0	0
TRACTOR SUPPLY CO	COM	892356106	7,375	82,000	SH		SOLE		82,000	0	0
TRADE STR RESIDENTIAL INC	COM NEW	89255N203	950	142,650	SH		SOLE		142,650	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	3,708	230,000	SH		SOLE		230,000	0	0
TRAVELCENTERS AMER LLC	COM	894174101	21,830	1,470,000	SH		SOLE		1,470,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	18,036	186,595	SH		SOLE		186,595	0	0
TREEHOUSE FOODS INC	COM	89469A104	36,464	450,000	SH		SOLE		450,000	0	0
TREX CO INC	COM	89531P105	2,966	60,000	SH		SOLE		60,000	0	0
TRI POINTE HOMES INC	COM	87265H109	5,406	353,336	SH		SOLE		353,336	0	0
TRINET GROUP INC	COM	896288107	3,803	150,000	SH		SOLE		150,000	0	0
TRINITY INDS INC	COM	896522109	48,896	1,850,000	SH		SOLE		1,850,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	34,975	530,000	SH		SOLE		530,000	0	0
TUPPERWARE BRANDS CORP	COM	899896104	6,712	104,000	SH		SOLE		104,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	6,444	200,000	SH		SOLE		200,000	0	0
TWITTER INC	COM	90184L102	12,315	340,000	SH		SOLE		340,000	0	0
TYCO INTL PLC	SHS	G91442106	12,181	316,550	SH		SOLE		316,550	0	0
U M H PROPERTIES INC	COM	903002103	1,323	135,000	SH		SOLE		135,000	0	0
U S G CORP	COM NEW	903293405	20,148	725,000	SH		SOLE		725,000	0	0
UCP INC	CL A	90265Y106	1,213	160,000	SH		SOLE		160,000	0	0
UDR INC	COM	902653104	641	20,000	SH		SOLE		20,000	0	0
UIL HLDG CORP	COM	902748102	2,291	50,000	SH		SOLE		50,000	0	0
ULTA SALON COSMETCS & FRAG I	COM	90384S303	8,912	57,700	SH		SOLE		57,700	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	1,869	300,000	SH		SOLE		300,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	962	9,400	SH		SOLE		9,400	0	0
UNDER ARMOUR INC	CL A	904311107	73,269	878,100	SH		SOLE		878,100	0	0
UNION PAC CORP	COM	907818108	84,403	885,000	SH		SOLE		885,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	9,012	170,000	SH		SOLE		170,000	0	0
UNITED NAT FOODS INC	COM	911163103	54,447	855,000	SH		SOLE		855,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	65,899	680,000	SH		SOLE		680,000	0	0
UNITED RENTALS INC	COM	911363109	63,524	725,000	SH		SOLE		725,000	0	0
UNITED STATES STL CORP NEW	COM	912909108	8,764	425,000	SH		SOLE		425,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	133,116	1,200,000	SH		SOLE		1,200,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	116,538	955,228	SH		SOLE		955,228	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	9,829	190,000	SH		SOLE		190,000	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	16,342	115,000	SH		SOLE		115,000	0	0
URBAN EDGE PPTYS	COM	91704F104	348	16,750	SH		SOLE		16,750	0	0
URBAN OUTFITTERS INC	COM	917047102	3,378	96,500	SH		SOLE		96,500	0	0
US BANCORP DEL	COM NEW	902973304	47,379	1,091,671	SH		SOLE		1,091,671	0	0
UTI WORLDWIDE INC	ORD	G87210103	6,244	625,000	SH		SOLE		625,000	0	0
VALE S A	ADR	91912E105	7,277	1,235,557	SH		SOLE		1,235,557	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	18,780	300,000	SH		SOLE		300,000	0	0
VALSPAR CORP	COM	920355104	19,637	240,000	SH		SOLE		240,000	0	0
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	492,604	12,050,000	SH		SOLE		12,050,000	0	0
VANGUARD TAX MANAGED INTL FD	FTSE DEV MKT ETF	921943858	79,300	2,000,000	SH		SOLE		2,000,000	0	0
VECTREN CORP	COM	92240G101	2,694	70,000	SH		SOLE		70,000	0	0
VEDANTA LTD	SPONSORED ADR	92242Y100	2,003	185,499	SH		SOLE		185,499	0	0
VENTAS INC	COM	92276F100	9,090	146,400	SH		SOLE		146,400	0	0
VERA BRADLEY INC	COM	92335C106	304	27,000	SH		SOLE		27,000	0	0
VERIFONE SYS INC	COM	92342Y109	20,036	590,000	SH		SOLE		590,000	0	0
VERISIGN INC	COM	92343E102	7,406	120,000	SH		SOLE		120,000	0	0
VERISK ANALYTICS INC	COM	92345Y106	9,095	125,000	SH		SOLE		125,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	84,993	1,823,500	SH		SOLE		1,823,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	7,409	60,000	SH		SOLE		60,000	0	0
VIACOM INC NEW	CL B	92553P201	64,640	1,000,000	SH		SOLE		1,000,000	0	0
VIASAT INC	COM	92552V100	3,314	55,000	SH		SOLE		55,000	0	0
VISA INC	COM CL A	92826C839	166,532	2,480,000	SH		SOLE		2,480,000	0	0
VISHAY PRECISION GROUP INC	COM	92835K103	914	60,714	SH		SOLE		60,714	0	0
VISTA OUTDOOR INC	COM	928377100	7,633	170,000	SH		SOLE		170,000	0	0
VIVUS INC	COM	928551100	3,540	1,500,000	SH		SOLE		1,500,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	3,370	35,500	SH		SOLE		35,500	0	0
W P CAREY INC	COM	92936U109	10,139	172,000	SH		SOLE		172,000	0	0
WABASH NATL CORP	COM	929566107	15,048	1,200,000	SH		SOLE		1,200,000	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	36,883	436,800	SH		SOLE		436,800	0	0
WAL-MART STORES INC	COM	931142103	112,353	1,584,000	SH		SOLE		1,584,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	18,666	360,000	SH		SOLE		360,000	0	0
WAYFAIR INC	CL A	94419L101	6,775	180,000	SH		SOLE		180,000	0	0
WCI CMNTYS INC	COM PAR $0.01	92923C807	2,927	120,000	SH		SOLE		120,000	0	0
WEB COM GROUP INC	COM	94733A104	2,906	120,000	SH		SOLE		120,000	0	0
WEC ENERGY GROUP INC	COM	92939U106	6,853	152,400	SH		SOLE		152,400	0	0
WELLS FARGO & CO NEW	COM	949746101	380,857	6,772,000	SH		SOLE		6,772,000	0	0
WESCO AIRCRAFT HLDGS INC	COM	950814103	18,938	1,250,000	SH		SOLE		1,250,000	0	0
WESTAR ENERGY INC	COM	95709T100	2,738	80,000	SH		SOLE		80,000	0	0
WESTERN DIGITAL CORP	COM	958102105	7,175	91,500	SH		SOLE		91,500	0	0
WESTERN UN CO	COM	959802109	4,066	200,000	SH		SOLE		200,000	0	0
WEYERHAEUSER CO	COM	962166104	56,682	1,799,432	SH		SOLE		1,799,432	0	0
WEYERHAEUSER CO	PREF CONV SER A	962166872	5,200	100,000	SH		SOLE		100,000	0	0
WGL HLDGS INC	COM	92924F106	2,443	45,000	SH		SOLE		45,000	0	0
WHEELER REAL ESTATE INVT TR	COM	963025101	132	65,000	SH		SOLE		65,000	0	0
WHIRLPOOL CORP	COM	963320106	48,887	282,500	SH		SOLE		282,500	0	0
WHITESTONE REIT	COM	966084204	2,571	197,500	SH		SOLE		197,500	0	0
WHOLE FOODS MKT INC	COM	966837106	46,933	1,190,000	SH		SOLE		1,190,000	0	0
WILLIAMS COS INC DEL	COM	969457100	23,530	410,000	SH		SOLE		410,000	0	0
WISDOMTREE INVTS INC	COM	97717P104	28,555	1,300,000	SH		SOLE		1,300,000	0	0
WISDOMTREE TR	JAPN HEDGE EQT	97717W851	187,044	3,270,000	SH		SOLE		3,270,000	0	0
WISDOMTREE TR	EUROPE HEDGED EQ	97717X701	175,532	2,850,000	SH		SOLE		2,850,000	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	2,970	180,000	SH		SOLE		180,000	0	0
WP GLIMCHER IN	COM	92939N102	2,617	193,438	SH		SOLE		193,438	0	0
WPX ENERGY INC	COM	98212B103	2,272	185,000	SH		SOLE		185,000	0	0
WUXI PHARMATECH CAYMAN INC	SPONS ADR SHS	929352102	2,314	54,750	SH		SOLE		54,750	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W108	11,549	141,000	SH		SOLE		141,000	0	0
XCEL ENERGY INC	COM	98389B100	9,976	310,000	SH		SOLE		310,000	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	749	65,000	SH		SOLE		65,000	0	0
XENOPORT INC	COM	98411C100	3,427	559,082	SH		SOLE		559,082	0	0
XL GROUP PLC	SHS	G98290102	10,416	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	983772104	7,358	450,000	SH		SOLE		450,000	0	0
XPO LOGISTICS INC	COM	983793100	28,238	625,000	SH		SOLE		625,000	0	0
YAHOO INC	COM	984332106	43,219	1,100,000	SH		SOLE		1,100,000	0	0
YANDEX N V	SHS CLASS A	N97284108	6,445	423,445	SH		SOLE		423,445	0	0
YELP INC	CL A	985817105	34,424	800,000	SH		SOLE		800,000	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	22,343	814,554	SH		SOLE		814,554	0	0
YUM BRANDS INC	COM	988498101	25,493	283,000	SH		SOLE		283,000	0	0
YY INC	ADS REPCOM CLA	98426T106	871	12,528	SH		SOLE		12,528	0	0
ZAIS FINL CORP	COM	98886K108	6,444	398,500	SH		SOLE		398,500	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	11,524	105,500	SH		SOLE		105,500	0	0
ZOETIS INC	CL A	98978V103	74,849	1,552,234	SH		SOLE		1,552,234	0	0