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

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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	1,399	50,000	SH		SOLE		50,000	0	0
58 COM INC	SPON ADR REP A	31680Q104	232	3,518	SH		SOLE		3,518	0	0
ABBOTT LABS	COM	002824100	88,518	1,971,000	SH		SOLE		1,971,000	0	0
ABBVIE INC	COM	00287Y109	138,385	2,336,000	SH		SOLE		2,336,000	0	0
ABM INDS INC	COM	000957100	7,118	250,000	SH		SOLE		250,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	15,771	475,746	SH		SOLE		475,746	0	0
ACCELERON PHARMA INC	COM	00434H108	878	18,000	SH		SOLE		18,000	0	0
ACCO BRANDS CORP	COM	00081T108	1,512	212,000	SH		SOLE		212,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	3,850	90,000	SH		SOLE		90,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	34,839	900,000	SH		SOLE		900,000	0	0
ADAMAS PHARMACEUTICALS INC	COM	00548A106	2,648	93,500	SH		SOLE		93,500	0	0
ADAPTIMMUNE THERAPEUTICS PLC	SPONDS ADR	00653A107	289	24,000	SH		SOLE		24,000	0	0
ADECOAGRO S A	COM	L00849106	230	18,700	SH		SOLE		18,700	0	0
ADTRAN INC	COM	00738A106	3,875	225,000	SH		SOLE		225,000	0	0
ADURO BIOTECH INC	COM	00739L101	1,455	51,700	SH		SOLE		51,700	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	8,918	59,250	SH		SOLE		59,250	0	0
ADVANCED SEMICONDUCTOR ENGR	SPONSORED ADR	00756M404	10,472	1,846,929	SH		SOLE		1,846,929	0	0
AECOM	COM	00766T100	54,054	1,800,000	SH		SOLE		1,800,000	0	0
AES CORP	COM	00130H105	5,024	525,000	SH		SOLE		525,000	0	0
AETNA INC NEW	COM	00817Y108	79,481	735,120	SH		SOLE		735,120	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	3,195	20,000	SH		SOLE		20,000	0	0
AFLAC INC	COM	001055102	40,732	680,000	SH		SOLE		680,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	10,453	250,000	SH		SOLE		250,000	0	0
AGREE REALTY CORP	COM	008492100	11,370	334,500	SH		SOLE		334,500	0	0
AK STL HLDG CORP	COM	001547108	2,240	1,000,000	SH		SOLE		1,000,000	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	27,894	530,000	SH		SOLE		530,000	0	0
AKORN INC	COM	009728106	560	15,000	SH		SOLE		15,000	0	0
ALBEMARLE CORP	COM	012653101	41,447	740,000	SH		SOLE		740,000	0	0
ALCOA INC	COM	013817101	30,841	3,124,725	SH		SOLE		3,124,725	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	3,708	105,000	SH		SOLE		105,000	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	13,328	147,500	SH		SOLE		147,500	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	21,432	263,718	SH		SOLE		263,718	0	0
ALKERMES PLC	SHS	G01767105	3,572	45,000	SH		SOLE		45,000	0	0
ALLEGHANY CORP DEL	COM	017175100	4,564	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	6,750	600,000	SH		SOLE		600,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	1,318	20,000	SH		SOLE		20,000	0	0
ALLERGAN PLC	SHS	G0177J108	111,157	355,702	SH		SOLE		355,702	0	0
ALLIANCE ONE INTL INC	COM NEW	018772301	688	60,000	SH		SOLE		60,000	0	0
ALLIANT ENERGY CORP	COM	018802108	4,059	65,000	SH		SOLE		65,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	1,077	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	16,209	261,054	SH		SOLE		261,054	0	0
ALPHABET INC	CAP STK CL C	02079K107	538,046	709,000	SH		SOLE		709,000	0	0
ALTRIA GROUP INC	COM	02209S103	123,522	2,122,000	SH		SOLE		2,122,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	1,998	66,167	SH		SOLE		66,167	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	353	187,000	SH		SOLE		187,000	0	0
AMAZON COM INC	COM	023135106	270,356	400,000	SH		SOLE		400,000	0	0
AMBARELLA INC	SHS	G037AX101	18,952	340,000	SH		SOLE		340,000	0	0
AMBER RD INC	COM	02318Y108	305	60,000	SH		SOLE		60,000	0	0
AMBEV SA	SPONSORED ADR	02319V103	12,957	2,905,033	SH		SOLE		2,905,033	0	0
AMC NETWORKS INC	CL A	00164V103	3,734	50,000	SH		SOLE		50,000	0	0
AMEREN CORP	COM	023608102	5,490	127,000	SH		SOLE		127,000	0	0
AMERESCO INC	CL A	02361E108	781	125,000	SH		SOLE		125,000	0	0
AMERICA MOVIL SAB DE CV	SPON ADR L SHS	02364W105	7,699	547,600	SH		SOLE		547,600	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	15,881	375,000	SH		SOLE		375,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	20,134	525,000	SH		SOLE		525,000	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	21,781	1,150,000	SH		SOLE		1,150,000	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	16,246	393,000	SH		SOLE		393,000	0	0
AMERICAN CAPITAL AGENCY CORP	COM	02503X105	8,375	483,000	SH		SOLE		483,000	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	1,473	95,000	SH		SOLE		95,000	0	0
AMERICAN ELEC PWR INC	COM	025537101	14,859	255,000	SH		SOLE		255,000	0	0
AMERICAN EXPRESS CO	COM	025816109	52,441	754,000	SH		SOLE		754,000	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	95,558	1,542,000	SH		SOLE		1,542,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	91,472	943,500	SH		SOLE		943,500	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	896	15,000	SH		SOLE		15,000	0	0
AMERIPRISE FINL INC	COM	03076C106	93,331	877,000	SH		SOLE		877,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	17,112	165,000	SH		SOLE		165,000	0	0
AMGEN INC	COM	031162100	76,515	471,355	SH		SOLE		471,355	0	0
ANADARKO PETE CORP	COM	032511107	15,546	320,000	SH		SOLE		320,000	0	0
ANALOG DEVICES INC	COM	032654105	57,809	1,045,000	SH		SOLE		1,045,000	0	0
ANGIODYNAMICS INC	COM	03475V101	789	65,000	SH		SOLE		65,000	0	0
ANSYS INC	COM	03662Q105	8,325	90,000	SH		SOLE		90,000	0	0
ANTHEM INC	COM	036752103	9,761	70,000	SH		SOLE		70,000	0	0
AON PLC	SHS CL A	G0408V102	24,436	265,000	SH		SOLE		265,000	0	0
APACHE CORP	COM	037411105	26,238	590,000	SH		SOLE		590,000	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	10,208	255,000	SH		SOLE		255,000	0	0
APOLLO ED GROUP INC	CL A	037604105	4,909	640,000	SH		SOLE		640,000	0	0
APPLE INC	COM	037833100	806,818	7,665,000	SH		SOLE		7,665,000	0	0
APPLIED MATLS INC	COM	038222105	22,777	1,220,000	SH		SOLE		1,220,000	0	0
APPLIED MICRO CIRCUITS CORP	COM NEW	03822W406	956	150,000	SH		SOLE		150,000	0	0
AQUA AMERICA INC	COM	03836W103	745	25,000	SH		SOLE		25,000	0	0
ARBOR RLTY TR INC	COM	038923108	1,394	195,000	SH		SOLE		195,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	23,614	338,556	SH		SOLE		338,556	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	34,517	941,026	SH		SOLE		941,026	0	0
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	G0457F107	135	43,400	SH		SOLE		43,400	0	0
ARMSTRONG WORLD INDS INC NEW	COM	04247X102	23,551	515,000	SH		SOLE		515,000	0	0
ARQULE INC	COM	04269E107	486	223,774	SH		SOLE		223,774	0	0
ARRAY BIOPHARMA INC	COM	04269X105	1,118	265,000	SH		SOLE		265,000	0	0
ASHFORD HOSPITALITY PRIME IN	COM	044102101	5,170	356,502	SH		SOLE		356,502	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	631	100,000	SH		SOLE		100,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	4,909	130,000	SH		SOLE		130,000	0	0
ASTEC INDS INC	COM	046224101	54,945	1,350,000	SH		SOLE		1,350,000	0	0
AT&T INC	COM	00206R102	30,814	895,500	SH		SOLE		895,500	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	12,402	300,000	SH		SOLE		300,000	0	0
ATMOS ENERGY CORP	COM	049560105	1,576	25,000	SH		SOLE		25,000	0	0
AU OPTRONICS CORP	SPONSORED ADR	002255107	390	134,100	SH		SOLE		134,100	0	0
AUTODESK INC	COM	052769106	11,577	190,000	SH		SOLE		190,000	0	0
AUTOZONE INC	COM	053332102	10,461	14,100	SH		SOLE		14,100	0	0
AVALONBAY CMNTYS INC	COM	053484101	27,435	149,000	SH		SOLE		149,000	0	0
AVID TECHNOLOGY INC	COM	05367P100	1,494	205,000	SH		SOLE		205,000	0	0
AVX CORP NEW	COM	002444107	2,792	230,000	SH		SOLE		230,000	0	0
AXIALL CORP	COM	05463D100	4,235	275,000	SH		SOLE		275,000	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	1,533	85,000	SH		SOLE		85,000	0	0
B/E AEROSPACE INC	COM	073302101	46,607	1,100,000	SH		SOLE		1,100,000	0	0
BABCOCK & WILCOX ENTERPRIS I	COM	05614L100	10,435	500,000	SH		SOLE		500,000	0	0
BAIDU INC	SPON ADR REP A	056752108	33,090	175,047	SH		SOLE		175,047	0	0
BAKER HUGHES INC	COM	057224107	105,222	2,280,000	SH		SOLE		2,280,000	0	0
BALLANTYNE STRONG INC	COM	058516105	2,462	540,000	SH		SOLE		540,000	0	0
BANCO BRADESCO S A	SP ADR PFD NEW	059460303	246	51,100	SH		SOLE		51,100	0	0
BANCO SANTANDER CHILE NEW	SP ADR REP COM	05965X109	2,702	153,158	SH		SOLE		153,158	0	0
BANK AMER CORP	COM	060505104	231,379	13,748,000	SH		SOLE		13,748,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	24,698	599,167	SH		SOLE		599,167	0	0
BANKRATE INC DEL	COM	06647F102	18,620	1,400,000	SH		SOLE		1,400,000	0	0
BARD C R INC	COM	067383109	3,789	20,000	SH		SOLE		20,000	0	0
BASIC ENERGY SVCS INC NEW	COM	06985P100	657	245,000	SH		SOLE		245,000	0	0
BAXALTA INC	COM	07177M103	12,138	311,000	SH		SOLE		311,000	0	0
BAXTER INTL INC	COM	071813109	7,859	206,000	SH		SOLE		206,000	0	0
BB&T CORP	COM	054937107	8,507	225,000	SH		SOLE		225,000	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	1,055	294,000	SH		SOLE		294,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	16,086	1,400,000	SH		SOLE		1,400,000	0	0
BECTON DICKINSON & CO	COM	075887109	15,313	99,374	SH		SOLE		99,374	0	0
BEL FUSE INC	CL B	077347300	1,470	85,000	SH		SOLE		85,000	0	0
BEMIS INC	COM	081437105	1,788	40,000	SH		SOLE		40,000	0	0
BERKLEY W R CORP	COM	084423102	3,992	72,905	SH		SOLE		72,905	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	18,791	95	SH		SOLE		95	0	0
BEST BUY INC	COM	086516101	4,802	157,700	SH		SOLE		157,700	0	0
BIOGEN INC	COM	09062X103	100,631	328,485	SH		SOLE		328,485	0	0
BIOTIME INC	*W EXP 10/01/201	09066L162	12	11,216	SH		SOLE		11,216	0	0
BLACK HILLS CORP	COM	092113109	26,233	565,000	SH		SOLE		565,000	0	0
BLACKROCK INC	COM	09247X101	35,584	104,500	SH		SOLE		104,500	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	2,924	100,000	SH		SOLE		100,000	0	0
BLACKSTONE MTG TR INC	COM CL A	09257W100	803	30,000	SH		SOLE		30,000	0	0
BLUE BUFFALO PET PRODS INC	COM	09531U102	2,713	145,000	SH		SOLE		145,000	0	0
BOEING CO	COM	097023105	28,918	200,000	SH		SOLE		200,000	0	0
BORGWARNER INC	COM	099724106	10,808	250,000	SH		SOLE		250,000	0	0
BOSTON BEER INC	CL A	100557107	8,379	41,500	SH		SOLE		41,500	0	0
BOSTON PROPERTIES INC	COM	101121101	47,993	376,300	SH		SOLE		376,300	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	11,709	635,000	SH		SOLE		635,000	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	7,070	517,500	SH		SOLE		517,500	0	0
BRIGHTCOVE INC	COM	10921T101	2,046	330,000	SH		SOLE		330,000	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	107,790	1,566,938	SH		SOLE		1,566,938	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	13,297	515,000	SH		SOLE		515,000	0	0
BROOKDALE SR LIVING INC	COM	112463104	2,215	120,000	SH		SOLE		120,000	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	2,566	81,369	SH		SOLE		81,369	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	3,718	160,000	SH		SOLE		160,000	0	0
BSQUARE CORP	COM NEW	11776U300	1,401	230,000	SH		SOLE		230,000	0	0
BURLINGTON STORES INC	COM	122017106	6,328	147,500	SH		SOLE		147,500	0	0
BWX TECHNOLOGIES INC	COM	05605H100	11,914	375,000	SH		SOLE		375,000	0	0
C&J ENERGY SVCS LTD	SHS	G3164Q101	262	55,000	SH		SOLE		55,000	0	0
CABLEVISION SYS CORP	CL A NY CABLVS	12686C109	7,975	250,000	SH		SOLE		250,000	0	0
CABOT OIL & GAS CORP	COM	127097103	5,042	285,000	SH		SOLE		285,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	12,902	620,000	SH		SOLE		620,000	0	0
CAESARSTONE SDOT-YAM LTD	ORD SHS	M20598104	3,987	92,000	SH		SOLE		92,000	0	0
CALAVO GROWERS INC	COM	128246105	39,200	800,000	SH		SOLE		800,000	0	0
CALERES INC	COM	129500104	1,408	52,500	SH		SOLE		52,500	0	0
CALGON CARBON CORP	COM	129603106	21,735	1,260,000	SH		SOLE		1,260,000	0	0
CALIFORNIA RES CORP	COM	13057Q107	1,002	430,000	SH		SOLE		430,000	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	582	25,000	SH		SOLE		25,000	0	0
CALPINE CORP	COM NEW	131347304	579	40,000	SH		SOLE		40,000	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	768	10,000	SH		SOLE		10,000	0	0
CAMERON INTERNATIONAL CORP	COM	13342B105	6,320	100,000	SH		SOLE		100,000	0	0
CAMPBELL SOUP CO	COM	134429109	21,020	400,000	SH		SOLE		400,000	0	0
CAPITAL ONE FINL CORP	COM	14040H105	48,360	670,000	SH		SOLE		670,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	9,075	435,000	SH		SOLE		435,000	0	0
CAPSTEAD MTG CORP	COM NO PAR	14067E506	4,632	530,000	SH		SOLE		530,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	18,747	210,000	SH		SOLE		210,000	0	0
CARMAX INC	COM	143130102	1,349	25,000	SH		SOLE		25,000	0	0
CARMIKE CINEMAS INC	COM	143436400	2,065	90,000	SH		SOLE		90,000	0	0
CARNIVAL CORP	PAIRED CTF	143658300	22,882	420,000	SH		SOLE		420,000	0	0
CARTER INC	COM	146229109	3,784	42,500	SH		SOLE		42,500	0	0
CATERPILLAR INC DEL	COM	149123101	6,796	100,000	SH		SOLE		100,000	0	0
CAVIUM INC	COM	14964U108	2,300	35,000	SH		SOLE		35,000	0	0
CBRE GROUP INC	CL A	12504L109	11,584	335,000	SH		SOLE		335,000	0	0
CBS CORP NEW	CL B	124857202	54,200	1,150,000	SH		SOLE		1,150,000	0	0
CELADON GROUP INC	COM	150838100	495	50,000	SH		SOLE		50,000	0	0
CELGENE CORP	COM	151020104	82,036	685,000	SH		SOLE		685,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM	15117B103	7,448	475,000	SH		SOLE		475,000	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	17,121	3,073,692	SH		SOLE		3,073,692	0	0
CENTERPOINT ENERGY INC	COM	15189T107	5,508	300,000	SH		SOLE		300,000	0	0
CERNER CORP	COM	156782104	11,432	190,000	SH		SOLE		190,000	0	0
CF INDS HLDGS INC	COM	125269100	26,527	650,000	SH		SOLE		650,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	2,814	35,000	SH		SOLE		35,000	0	0
CHART INDS INC	COM PAR $0.01	16115Q308	3,592	200,000	SH		SOLE		200,000	0	0
CHATHAM LODGING TR	COM	16208T102	7,987	390,000	SH		SOLE		390,000	0	0
CHECK POINT SOFTWARE TECH LT	ORD	M22465104	8,057	99,000	SH		SOLE		99,000	0	0
CHECKPOINT SYS INC	COM	162825103	1,254	200,000	SH		SOLE		200,000	0	0
CHEETAH MOBILE INC	ADR	163075104	729	45,490	SH		SOLE		45,490	0	0
CHEMOURS CO	COM	163851108	4,824	900,000	SH		SOLE		900,000	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	931	25,000	SH		SOLE		25,000	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	2,475	550,000	SH		SOLE		550,000	0	0
CHEVRON CORP NEW	COM	166764100	73,317	815,000	SH		SOLE		815,000	0	0
CHICAGO BRIDGE & IRON CO N V	COM	167250109	2,924	75,000	SH		SOLE		75,000	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	26,872	477,054	SH		SOLE		477,054	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	9,117	19,000	SH		SOLE		19,000	0	0
CHUBB CORP	COM	171232101	35,945	271,000	SH		SOLE		271,000	0	0
CHUNGHWA TELECOM CO LTD	SPON ADR NEW11	17133Q502	2,397	79,800	SH		SOLE		79,800	0	0
CHURCH & DWIGHT INC	COM	171340102	36,710	432,500	SH		SOLE		432,500	0	0
CIENA CORP	COM NEW	171779309	10,345	500,000	SH		SOLE		500,000	0	0
CIGNA CORPORATION	COM	125509109	74,948	512,182	SH		SOLE		512,182	0	0
CIMAREX ENERGY CO	COM	171798101	1,788	20,000	SH		SOLE		20,000	0	0
CINEDIGM CORP	COM	172406100	863	3,300,000	SH		SOLE		3,300,000	0	0
CINEMARK HOLDINGS INC	COM	17243V102	13,706	410,000	SH		SOLE		410,000	0	0
CIRRUS LOGIC INC	COM	172755100	2,215	75,000	SH		SOLE		75,000	0	0
CISCO SYS INC	COM	17275R102	156,142	5,750,000	SH		SOLE		5,750,000	0	0
CIT GROUP INC	COM NEW	125581801	31,760	800,000	SH		SOLE		800,000	0	0
CITIGROUP INC	COM NEW	172967424	186,869	3,611,000	SH		SOLE		3,611,000	0	0
CITRIX SYS INC	COM	177376100	6,052	80,000	SH		SOLE		80,000	0	0
CITY OFFICE REIT INC	COM	178587101	1,644	135,000	SH		SOLE		135,000	0	0
CLEAN ENERGY FUELS CORP	COM	184499101	10,080	2,800,000	SH		SOLE		2,800,000	0	0
CLEAN HARBORS INC	COM	184496107	9,163	220,000	SH		SOLE		220,000	0	0
CLOROX CO DEL	COM	189054109	7,863	62,000	SH		SOLE		62,000	0	0
CLOUD PEAK ENERGY INC	COM	18911Q102	445	214,000	SH		SOLE		214,000	0	0
CLUBCORP HLDGS INC	COM	18948M108	3,901	213,500	SH		SOLE		213,500	0	0
CME GROUP INC	COM	12572Q105	13,590	150,000	SH		SOLE		150,000	0	0
CMS ENERGY CORP	COM	125896100	3,247	90,000	SH		SOLE		90,000	0	0
COCA COLA CO	COM	191216100	110,837	2,580,000	SH		SOLE		2,580,000	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	58,973	1,700,000	SH		SOLE		1,700,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	5,102	85,000	SH		SOLE		85,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	56,894	854,000	SH		SOLE		854,000	0	0
COLONY CAP INC	CL A	19624R106	487	25,000	SH		SOLE		25,000	0	0
COLUMBIA PIPELINE GROUP INC	COM	198280109	2,000	100,000	SH		SOLE		100,000	0	0
COMCAST CORP NEW	CL A	20030N101	191,862	3,400,000	SH		SOLE		3,400,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	7,130	268,743	SH		SOLE		268,743	0	0
COMMVAULT SYSTEMS INC	COM	204166102	23,610	600,000	SH		SOLE		600,000	0	0
COMPANHIA ENERGETICA DE MINA	SP ADR N-V PFD	204409601	1,500	1,000,200	SH		SOLE		1,000,200	0	0
COMPUTER SCIENCES CORP	COM	205363104	3,268	100,000	SH		SOLE		100,000	0	0
COMSCORE INC	COM	20564W105	10,288	250,000	SH		SOLE		250,000	0	0
COMSTOCK RES INC	COM NEW	205768203	150	80,000	SH		SOLE		80,000	0	0
CONAGRA FOODS INC	COM	205887102	7,062	167,500	SH		SOLE		167,500	0	0
CONCERT PHARMACEUTICALS INC	COM	206022105	759	40,000	SH		SOLE		40,000	0	0
CONNECTICUT WTR SVC INC	COM	207797101	760	20,000	SH		SOLE		20,000	0	0
CONOCOPHILLIPS	COM	20825C104	28,481	610,000	SH		SOLE		610,000	0	0
CONSOL ENERGY INC	COM	20854P109	1,185	150,000	SH		SOLE		150,000	0	0
CONSOLIDATED EDISON INC	COM	209115104	6,427	100,000	SH		SOLE		100,000	0	0
COOPER TIRE & RUBR CO	COM	216831107	3,407	90,000	SH		SOLE		90,000	0	0
COPA HOLDINGS SA	CL A	P31076105	5,319	110,220	SH		SOLE		110,220	0	0
CORNING INC	COM	219350105	10,968	600,000	SH		SOLE		600,000	0	0
CORPORATE OFFICE PPTYS TR	SH BEN INT	22002T108	917	42,000	SH		SOLE		42,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	29,393	182,000	SH		SOLE		182,000	0	0
COTY INC	COM CL A	222070203	4,537	177,000	SH		SOLE		177,000	0	0
COVANTA HLDG CORP	COM	22282E102	10,843	700,000	SH		SOLE		700,000	0	0
COVISINT CORP	COM	22357R103	179	71,529	SH		SOLE		71,529	0	0
CRAY INC	COM NEW	225223304	71,390	2,200,000	SH		SOLE		2,200,000	0	0
CREDICORP LTD	COM	G2519Y108	14,461	148,597	SH		SOLE		148,597	0	0
CRITEO S A	SPONS ADS	226718104	1,019	25,743	SH		SOLE		25,743	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	38,038	440,000	SH		SOLE		440,000	0	0
CROWN HOLDINGS INC	COM	228368106	10,140	200,000	SH		SOLE		200,000	0	0
CROWN MEDIA HLDGS INC	CL A	228411104	1,795	320,000	SH		SOLE		320,000	0	0
CSRA INC	COM	12650T104	3,000	100,000	SH		SOLE		100,000	0	0
CTC MEDIA INC	COM	12642X106	237	128,300	SH		SOLE		128,300	0	0
CTRIP COM INTL LTD	AMERICAN DEP SHS	22943F100	774	16,702	SH		SOLE		16,702	0	0
CUBESMART	COM	229663109	34,386	1,123,000	SH		SOLE		1,123,000	0	0
CUBIC CORP	COM	229669106	38,273	810,000	SH		SOLE		810,000	0	0
CUI GLOBAL INC	COM NEW	126576206	3,696	525,000	SH		SOLE		525,000	0	0
CUMMINS INC	COM	231021106	8,801	100,000	SH		SOLE		100,000	0	0
CUMULUS MEDIA INC	CL A	231082108	2,130	6,450,000	SH		SOLE		6,450,000	0	0
CVS HEALTH CORP	COM	126650100	69,900	714,943	SH		SOLE		714,943	0	0
CYNOSURE INC	CL A	232577205	44,670	1,000,000	SH		SOLE		1,000,000	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	4,554	464,250	SH		SOLE		464,250	0	0
CYRUSONE INC	COM	23283R100	9,175	245,000	SH		SOLE		245,000	0	0
CYS INVTS INC	COM	12673A108	143	20,000	SH		SOLE		20,000	0	0
DANA HLDG CORP	COM	235825205	34,500	2,500,000	SH		SOLE		2,500,000	0	0
DANAHER CORP DEL	COM	235851102	18,576	200,000	SH		SOLE		200,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	2,546	40,000	SH		SOLE		40,000	0	0
DATAWATCH CORP	COM NEW	237917208	5,382	900,000	SH		SOLE		900,000	0	0
DBX ETF TR	XTRAK MSCI EAFE	233051200	101,850	3,750,000	SH		SOLE		3,750,000	0	0
DDR CORP	COM	23317H102	10,206	606,000	SH		SOLE		606,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	1,274	27,000	SH		SOLE		27,000	0	0
DEERE & CO	COM	244199105	5,720	75,000	SH		SOLE		75,000	0	0
DELPHI AUTOMOTIVE PLC	SHS	G27823106	6,430	75,000	SH		SOLE		75,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	20,276	400,000	SH		SOLE		400,000	0	0
DENBURY RES INC	COM NEW	247916208	606	300,000	SH		SOLE		300,000	0	0
DENTSPLY INTL INC NEW	COM	249030107	6,998	115,000	SH		SOLE		115,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	7,520	235,000	SH		SOLE		235,000	0	0
DIAMOND FOODS INC	COM	252603105	20,432	530,000	SH		SOLE		530,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	1,667	79,000	SH		SOLE		79,000	0	0
DIAMOND RESORTS INTL INC	COM	25272T104	5,765	226,000	SH		SOLE		226,000	0	0
DIANA SHIPPING INC	COM	Y2066G104	85	19,500	SH		SOLE		19,500	0	0
DICKS SPORTING GOODS INC	COM	253393102	778	22,000	SH		SOLE		22,000	0	0
DIGI INTL INC	COM	253798102	1,707	150,000	SH		SOLE		150,000	0	0
DISCOVER FINL SVCS	COM	254709108	50,269	937,500	SH		SOLE		937,500	0	0
DISCOVERY COMMUNICATNS NEW	COM SER C	25470F302	28,750	1,140,000	SH		SOLE		1,140,000	0	0
DISH NETWORK CORP	CL A	25470M109	68,044	1,190,000	SH		SOLE		1,190,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	504,384	4,800,000	SH		SOLE		4,800,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	10,924	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	256746108	9,344	121,000	SH		SOLE		121,000	0	0
DOMINION RES INC VA NEW	COM	25746U109	19,277	285,000	SH		SOLE		285,000	0	0
DOUGLAS EMMETT INC	COM	25960P109	6,641	213,000	SH		SOLE		213,000	0	0
DOVER MOTORSPORTS INC	COM	260174107	699	300,000	SH		SOLE		300,000	0	0
DR REDDYS LABS LTD	ADR	256135203	1,180	25,500	SH		SOLE		25,500	0	0
DREW INDS INC	COM NEW	26168L205	29,227	480,000	SH		SOLE		480,000	0	0
DSW INC	CL A	23334L102	954	40,000	SH		SOLE		40,000	0	0
DTE ENERGY CO	COM	233331107	8,019	100,000	SH		SOLE		100,000	0	0
DU PONT E I DE NEMOURS & CO	COM	263534109	66,267	995,000	SH		SOLE		995,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	24,987	350,000	SH		SOLE		350,000	0	0
DUKE REALTY CORP	COM NEW	264411505	1,051	50,000	SH		SOLE		50,000	0	0
DUNKIN BRANDS GROUP INC	COM	265504100	26,406	620,000	SH		SOLE		620,000	0	0
DUPONT FABROS TECHNOLOGY INC	COM	26613Q106	315	9,900	SH		SOLE		9,900	0	0
E M C CORP MASS	COM	268648102	30,046	1,170,000	SH		SOLE		1,170,000	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	10,374	350,000	SH		SOLE		350,000	0	0
EAST WEST BANCORP INC	COM	27579R104	4,156	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEM CO	COM	277432100	10,127	150,000	SH		SOLE		150,000	0	0
EATON CORP PLC	SHS	G29183103	10,148	195,000	SH		SOLE		195,000	0	0
EBAY INC	COM	278642103	3,298	120,000	SH		SOLE		120,000	0	0
ECHOSTAR CORP	CL A	278768106	24,835	635,000	SH		SOLE		635,000	0	0
ECOLAB INC	COM	278865100	5,147	45,000	SH		SOLE		45,000	0	0
EDGEWELL PERS CARE CO	COM	28035Q102	2,273	29,000	SH		SOLE		29,000	0	0
EDISON INTL	COM	281020107	9,770	165,000	SH		SOLE		165,000	0	0
EDUCATION RLTY TR INC	COM NEW	28140H203	3,220	85,000	SH		SOLE		85,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	8,561	108,400	SH		SOLE		108,400	0	0
ELECTRONIC ARTS INC	COM	285512109	21,303	310,000	SH		SOLE		310,000	0	0
EMAGIN CORP	COM NEW	29076N206	153	110,000	SH		SOLE		110,000	0	0
EMBRAER S A	SP ADR REP 4 COM	29082A107	1,113	37,689	SH		SOLE		37,689	0	0
EMMIS COMMUNICATIONS CORP	CL A	291525103	960	1,500,000	SH		SOLE		1,500,000	0	0
EMPIRE ST RLTY TR INC	CL A	292104106	452	25,000	SH		SOLE		25,000	0	0
EMPRESA NACIONAL DE ELCTRCID	SPONSORED ADR	29244T101	479	12,929	SH		SOLE		12,929	0	0
ENERGEN CORP	COM	29265N108	1,845	45,000	SH		SOLE		45,000	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	988	29,000	SH		SOLE		29,000	0	0
ENERSIS S A	SPONSORED ADR	29274F104	1,117	91,900	SH		SOLE		91,900	0	0
ENSCO PLC	SHS CLASS A	G3157S106	4,078	265,000	SH		SOLE		265,000	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	1,348	120,000	SH		SOLE		120,000	0	0
ENTERGY CORP NEW	COM	29364G103	6,836	100,000	SH		SOLE		100,000	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	15,960	2,070,000	SH		SOLE		2,070,000	0	0
EOG RES INC	COM	26875P101	16,990	240,000	SH		SOLE		240,000	0	0
EPR PPTYS	COM SH BEN INT	26884U109	118,069	2,020,000	SH		SOLE		2,020,000	0	0
EQT CORP	COM	26884L109	6,516	125,000	SH		SOLE		125,000	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	2,634	95,000	SH		SOLE		95,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	5,067	76,000	SH		SOLE		76,000	0	0
EQUITY ONE	COM	294752100	2,253	83,000	SH		SOLE		83,000	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	27,308	334,700	SH		SOLE		334,700	0	0
EROS INTL PLC	SHS NEW	G3788M114	14,166	1,548,210	SH		SOLE		1,548,210	0	0
ESSENT GROUP LTD	COM	G3198U102	876	40,000	SH		SOLE		40,000	0	0
ESSEX PPTY TR INC	COM	297178105	40,003	167,086	SH		SOLE		167,086	0	0
EVEREST RE GROUP LTD	COM	G3223R108	16,295	89,000	SH		SOLE		89,000	0	0
EVERSOURCE ENERGY	COM	30040W108	8,171	160,000	SH		SOLE		160,000	0	0
EXA CORP	COM	300614500	4,296	370,000	SH		SOLE		370,000	0	0
EXELON CORP	COM	30161N101	13,468	485,000	SH		SOLE		485,000	0	0
EXPRESS INC	COM	30219E103	518	30,000	SH		SOLE		30,000	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	68,180	780,000	SH		SOLE		780,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	26,948	305,500	SH		SOLE		305,500	0	0
EXXON MOBIL CORP	COM	30231G102	254,117	3,260,000	SH		SOLE		3,260,000	0	0
F M C CORP	COM NEW	302491303	10,761	275,000	SH		SOLE		275,000	0	0
F5 NETWORKS INC	COM	315616102	19,392	200,000	SH		SOLE		200,000	0	0
FACEBOOK INC	CL A	30303M102	366,310	3,500,000	SH		SOLE		3,500,000	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	9,497	65,000	SH		SOLE		65,000	0	0
FEDEX CORP	COM	31428X106	50,657	340,000	SH		SOLE		340,000	0	0
FELCOR LODGING TR INC	COM	31430F101	5,870	804,000	SH		SOLE		804,000	0	0
FIBROGEN INC	COM	31572Q808	538	17,648	SH		SOLE		17,648	0	0
FINANCIAL ENGINES INC	COM	317485100	2,528	75,087	SH		SOLE		75,087	0	0
FINISAR CORP	COM NEW	31787A507	2,908	200,000	SH		SOLE		200,000	0	0
FINISH LINE INC	CL A	317923100	452	25,000	SH		SOLE		25,000	0	0
FIREEYE INC	COM	31816Q101	12,859	620,000	SH		SOLE		620,000	0	0
FIRSTENERGY CORP	COM	337932107	7,298	230,000	SH		SOLE		230,000	0	0
FIVE BELOW INC	COM	33829M101	8,073	251,500	SH		SOLE		251,500	0	0
FLAMEL TECHNOLOGIES SA	SPONSORED ADR	338488109	306	25,072	SH		SOLE		25,072	0	0
FLIR SYS INC	COM	302445101	3,509	125,000	SH		SOLE		125,000	0	0
FLOWERS FOODS INC	COM	343498101	6,528	303,750	SH		SOLE		303,750	0	0
FLUOR CORP NEW	COM	343412102	708	15,000	SH		SOLE		15,000	0	0
FMC TECHNOLOGIES INC	COM	30249U101	6,237	215,000	SH		SOLE		215,000	0	0
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	344419106	27,030	292,683	SH		SOLE		292,683	0	0
FOOT LOCKER INC	COM	344849104	7,420	114,000	SH		SOLE		114,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	38,043	2,700,000	SH		SOLE		2,700,000	0	0
FOREST CITY ENTERPRISES INC	CL A	345550107	10,625	484,480	SH		SOLE		484,480	0	0
FORMFACTOR INC	COM	346375108	450	50,000	SH		SOLE		50,000	0	0
FOUR CORNERS PPTY TR INC	COM	35086T109	2,939	121,666	SH		SOLE		121,666	0	0
FRANCESCAS HLDGS CORP	COM	351793104	350	20,100	SH		SOLE		20,100	0	0
FRANKLIN RES INC	COM	354613101	33,138	900,000	SH		SOLE		900,000	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	10,155	1,500,000	SH		SOLE		1,500,000	0	0
FREIGHTCAR AMER INC	COM	357023100	2,273	117,000	SH		SOLE		117,000	0	0
FRONTIER COMMUNICATIONS CORP	COM	35906A108	26,152	5,600,000	SH		SOLE		5,600,000	0	0
GAMESTOP CORP NEW	CL A	36467W109	32,246	1,150,000	SH		SOLE		1,150,000	0	0
GARTNER INC	COM	366651107	8,163	90,000	SH		SOLE		90,000	0	0
GAZIT GLOBE LTD	SHS	M4793C102	2,378	263,342	SH		SOLE		263,342	0	0
GENERAL DYNAMICS CORP	COM	369550108	34,340	250,000	SH		SOLE		250,000	0	0
GENERAL ELECTRIC CO	COM	369604103	113,698	3,650,000	SH		SOLE		3,650,000	0	0
GENERAL GROWTH PPTYS INC NEW	COM	370023103	30,137	1,107,575	SH		SOLE		1,107,575	0	0
GENERAL MLS INC	COM	370334104	18,262	316,720	SH		SOLE		316,720	0	0
GENERAL MTRS CO	COM	37045V100	69,210	2,035,000	SH		SOLE		2,035,000	0	0
GENESEE & WYO INC	CL A	371559105	28,993	540,000	SH		SOLE		540,000	0	0
GENTHERM INC	COM	37253A103	2,370	50,000	SH		SOLE		50,000	0	0
GENWORTH FINL INC	COM CL A	37247D106	22,380	6,000,000	SH		SOLE		6,000,000	0	0
GERON CORP	COM	374163103	4,211	870,000	SH		SOLE		870,000	0	0
G-III APPAREL GROUP LTD	COM	36237H101	20,603	465,500	SH		SOLE		465,500	0	0
GILEAD SCIENCES INC	COM	375558103	211,993	2,095,000	SH		SOLE		2,095,000	0	0
GLADSTONE LD CORP	COM	376549101	2,976	344,000	SH		SOLE		344,000	0	0
GLOBAL PMTS INC	COM	37940X102	4,006	62,100	SH		SOLE		62,100	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	101,200	561,500	SH		SOLE		561,500	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	8,168	250,000	SH		SOLE		250,000	0	0
GRAINGER W W INC	COM	384802104	2,026	10,000	SH		SOLE		10,000	0	0
GRAMERCY PPTY TR	COM	385002100	14,356	1,859,518	SH		SOLE		1,859,518	0	0
GRANITE CONSTR INC	COM	387328107	10,728	250,000	SH		SOLE		250,000	0	0
GREAT PLAINS ENERGY INC	COM	391164100	2,731	100,000	SH		SOLE		100,000	0	0
GREATBATCH INC	COM	39153L106	6,300	120,000	SH		SOLE		120,000	0	0
GREIF INC	CL B	397624206	2,652	62,000	SH		SOLE		62,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	2,952	39,000	SH		SOLE		39,000	0	0
GRUPO AEROPORTUARIO DEL SURE	SPON ADR SER B	40051E202	1,237	8,797	SH		SOLE		8,797	0	0
GRUPO AVAL ACCIONES Y VALORE	SPONSORED ADS	40053W101	207	31,800	SH		SOLE		31,800	0	0
GRUPO TELEVISA SA	SPON ADR REP ORD	40049J206	996	36,600	SH		SOLE		36,600	0	0
GSV CAP CORP	COM	36191J101	10,307	1,100,000	SH		SOLE		1,100,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	60,585	1,500,000	SH		SOLE		1,500,000	0	0
HALLIBURTON CO	COM	406216101	7,829	230,000	SH		SOLE		230,000	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	3,119	180,000	SH		SOLE		180,000	0	0
HALYARD HEALTH INC	COM	40650V100	618	18,500	SH		SOLE		18,500	0	0
HANESBRANDS INC	COM	410345102	11,772	400,000	SH		SOLE		400,000	0	0
HARLEY DAVIDSON INC	COM	412822108	37,220	820,000	SH		SOLE		820,000	0	0
HARRIS CORP DEL	COM	413875105	3,042	35,000	SH		SOLE		35,000	0	0
HARSCO CORP	COM	415864107	10,977	1,393,100	SH		SOLE		1,393,100	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	7,475	172,000	SH		SOLE		172,000	0	0
HARVARD APPARATUS REGENER TE	COM	41690A106	501	230,000	SH		SOLE		230,000	0	0
HASBRO INC	COM	418056107	61,971	920,000	SH		SOLE		920,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	3,754	125,000	SH		SOLE		125,000	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	25,992	421,948	SH		SOLE		421,948	0	0
HEALTH NET INC	COM	42222G108	1,712	25,000	SH		SOLE		25,000	0	0
HEARTWARE INTL INC	COM	422368100	756	15,000	SH		SOLE		15,000	0	0
HECLA MNG CO	COM	422704106	2,646	1,400,000	SH		SOLE		1,400,000	0	0
HEICO CORP NEW	CL A	422806208	3,690	75,000	SH		SOLE		75,000	0	0
HEIDRICK & STRUGGLES INTL IN	COM	422819102	544	20,000	SH		SOLE		20,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	526	100,000	SH		SOLE		100,000	0	0
HELMERICH & PAYNE INC	COM	423452101	5,034	94,000	SH		SOLE		94,000	0	0
HERCULES OFFSHORE INC	COM NEW	427093307	111	51,321	SH		SOLE		51,321	0	0
HERSHEY CO	COM	427866108	14,283	160,000	SH		SOLE		160,000	0	0
HERTZ GLOBAL HOLDINGS INC	COM	42805T105	35,575	2,500,000	SH		SOLE		2,500,000	0	0
HESS CORP	COM	42809H107	10,181	210,000	SH		SOLE		210,000	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	15,580	1,025,000	SH		SOLE		1,025,000	0	0
HEXCEL CORP NEW	COM	428291108	18,580	400,000	SH		SOLE		400,000	0	0
HFF INC	CL A	40418F108	1,460	47,000	SH		SOLE		47,000	0	0
HIGHWOODS PPTYS INC	COM	431284108	1,744	40,000	SH		SOLE		40,000	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A104	20,202	944,000	SH		SOLE		944,000	0	0
HOLLYFRONTIER CORP	COM	436106108	33,907	850,000	SH		SOLE		850,000	0	0
HOLOGIC INC	COM	436440101	4,689	121,200	SH		SOLE		121,200	0	0
HOME DEPOT INC	COM	437076102	277,461	2,098,000	SH		SOLE		2,098,000	0	0
HONEYWELL INTL INC	COM	438516106	18,125	175,000	SH		SOLE		175,000	0	0
HORTONWORKS INC	COM	440894103	10,074	460,000	SH		SOLE		460,000	0	0
HOWARD HUGHES CORP	COM	44267D107	19,090	168,704	SH		SOLE		168,704	0	0
HP INC	COM	40434L105	13,320	1,125,000	SH		SOLE		1,125,000	0	0
HUBSPOT INC	COM	443573100	845	15,000	SH		SOLE		15,000	0	0
HUDSON PAC PPTYS INC	COM	444097109	11,439	406,500	SH		SOLE		406,500	0	0
HUMANA INC	COM	444859102	68,726	385,000	SH		SOLE		385,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	5,074	40,000	SH		SOLE		40,000	0	0
HUNTSMAN CORP	COM	447011107	20,466	1,800,000	SH		SOLE		1,800,000	0	0
HYATT HOTELS CORP	COM CL A	448579102	2,916	62,000	SH		SOLE		62,000	0	0
IAC INTERACTIVECORP	COM PAR $.001	44919P508	38,432	640,000	SH		SOLE		640,000	0	0
ICICI BK LTD	ADR	45104G104	20,845	2,662,307	SH		SOLE		2,662,307	0	0
ICONIX BRAND GROUP INC	COM	451055107	1,315	192,500	SH		SOLE		192,500	0	0
IDACORP INC	COM	451107106	1,360	20,000	SH		SOLE		20,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	27,804	300,000	SH		SOLE		300,000	0	0
IMS HEALTH HLDGS INC	COM	44970B109	1,274	50,000	SH		SOLE		50,000	0	0
INCYTE CORP	COM	45337C102	13,014	120,000	SH		SOLE		120,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	3,857	513,600	SH		SOLE		513,600	0	0
INFINERA CORPORATION	COM	45667G103	6,795	375,000	SH		SOLE		375,000	0	0
INFOSYS LTD	SPONSORED ADR	456788108	7,508	448,252	SH		SOLE		448,252	0	0
INGERSOLL-RAND PLC	SHS	G47791101	6,911	125,000	SH		SOLE		125,000	0	0
INGREDION INC	COM	457187102	26,835	280,000	SH		SOLE		280,000	0	0
INTEGRATED DEVICE TECHNOLOGY	COM	458118106	70,223	2,665,000	SH		SOLE		2,665,000	0	0
INTEL CORP	COM	458140100	65,455	1,900,000	SH		SOLE		1,900,000	0	0
INTERNAP CORP	COM PAR $.001	45885A300	2,560	400,000	SH		SOLE		400,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	39,910	290,000	SH		SOLE		290,000	0	0
INTERSIL CORP	CL A	46069S109	957	75,000	SH		SOLE		75,000	0	0
INTERVAL LEISURE GROUP INC	COM	46113M108	1,998	128,000	SH		SOLE		128,000	0	0
INTRA CELLULAR THERAPIES INC	COM	46116X101	3,362	62,500	SH		SOLE		62,500	0	0
INTRAWEST RESORTS HLDGS INC	COM	46090K109	587	75,000	SH		SOLE		75,000	0	0
INVENSENSE INC	COM	46123D205	1,535	150,000	SH		SOLE		150,000	0	0
INVENTURE FOODS INC	COM	461212102	7,242	1,020,000	SH		SOLE		1,020,000	0	0
ION GEOPHYSICAL CORP	COM	462044108	156	310,000	SH		SOLE		310,000	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	6,193	100,000	SH		SOLE		100,000	0	0
IRON MTN INC NEW	COM	46284V101	2,998	111,000	SH		SOLE		111,000	0	0
ISHARES	MSCI FRNTR100ETF	464286145	2,489	100,000	SH		SOLE		100,000	0	0
ISHARES	EM MK MINVOL ETF	464286533	102,186	2,100,000	SH		SOLE		2,100,000	0	0
ISHARES	MSCI SINGAP ETF	464286673	4,369	425,000	SH		SOLE		425,000	0	0
ISHARES	MSCI TAIWAN ETF	464286731	63,110	4,942,111	SH		SOLE		4,942,111	0	0
ISHARES	MSCI SPAN CP ETF	464286764	33,924	1,200,000	SH		SOLE		1,200,000	0	0
ISHARES	MSCI ITALCPD ETF	464286855	1,374	100,000	SH		SOLE		100,000	0	0
ISHARES	MSCI HONG KG ETF	464286871	23,784	1,200,000	SH		SOLE		1,200,000	0	0
ISHARES GOLD TRUST	ISHARES	464285105	85,932	8,400,000	SH		SOLE		8,400,000	0	0
ISHARES INC	CORE MSCI EMKT	46434G103	130,184	3,305,000	SH		SOLE		3,305,000	0	0
ISHARES INC	MSCI RUSSIA CAP	46434G806	5,600	503,187	SH		SOLE		503,187	0	0
ISHARES TR	MSCI EAFE ETF	464287465	499,375	8,500,000	SH		SOLE		8,500,000	0	0
ISHARES TR	EAFE SML CP ETF	464288273	22,478	450,000	SH		SOLE		450,000	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	91,861	1,140,000	SH		SOLE		1,140,000	0	0
ISHARES TR	MSCI INDONIA ETF	46429B309	400	19,158	SH		SOLE		19,158	0	0
ISHARES TR	MSCI PHILIPS ETF	46429B408	14,171	420,000	SH		SOLE		420,000	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	87,349	3,171,703	SH		SOLE		3,171,703	0	0
ISHARES TR	EAFE MIN VOL ETF	46429B689	77,844	1,200,000	SH		SOLE		1,200,000	0	0
ISHARES TR	CORE MSCI EAFE	46432F842	38,066	700,000	SH		SOLE		700,000	0	0
ISHARES TR	MSCI UTD KNGDM	46434V548	91,998	5,700,000	SH		SOLE		5,700,000	0	0
ISHARES TR	HDG MSCI GERMN	46434V704	74,304	3,049,000	SH		SOLE		3,049,000	0	0
ITAU UNIBANCO HLDG SA	SPON ADR REP PFD	465562106	2,279	350,100	SH		SOLE		350,100	0	0
IXIA	COM	45071R109	3,729	300,000	SH		SOLE		300,000	0	0
JACOBS ENGR GROUP INC DEL	COM	469814107	5,244	125,000	SH		SOLE		125,000	0	0
JAKKS PAC INC	COM	47012E106	1,075	135,000	SH		SOLE		135,000	0	0
JARDEN CORP	COM	471109108	60,547	1,060,000	SH		SOLE		1,060,000	0	0
JD COM INC	SPON ADR CL A	47215P106	13,788	427,348	SH		SOLE		427,348	0	0
JETBLUE AIRWAYS CORP	COM	477143101	54,360	2,400,000	SH		SOLE		2,400,000	0	0
JOHNSON & JOHNSON	COM	478160104	319,459	3,110,000	SH		SOLE		3,110,000	0	0
JOHNSON CTLS INC	COM	478366107	11,847	300,000	SH		SOLE		300,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	323,217	4,895,000	SH		SOLE		4,895,000	0	0
JUNIPER NETWORKS INC	COM	48203R104	7,590	275,000	SH		SOLE		275,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	43,309	580,000	SH		SOLE		580,000	0	0
KAR AUCTION SVCS INC	COM	48238T109	7,175	193,750	SH		SOLE		193,750	0	0
KATE SPADE & CO	COM	485865109	4,349	244,750	SH		SOLE		244,750	0	0
KB HOME	COM	48666K109	339	27,500	SH		SOLE		27,500	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	3,371	140,000	SH		SOLE		140,000	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	3,541	125,000	SH		SOLE		125,000	0	0
KFORCE INC	COM	493732101	4,424	175,000	SH		SOLE		175,000	0	0
KILROY RLTY CORP	COM	49427F108	7,783	123,000	SH		SOLE		123,000	0	0
KIMBERLY CLARK CORP	COM	494368103	88,855	698,000	SH		SOLE		698,000	0	0
KIMCO RLTY CORP	COM	49446R109	20,400	771,000	SH		SOLE		771,000	0	0
KINDER MORGAN INC DEL	COM	49456B101	40,284	2,700,000	SH		SOLE		2,700,000	0	0
KINDER MORGAN INC DEL	*W EXP 05/25/201	49456B119	23	390,848	SH		SOLE		390,848	0	0
KIRBY CORP	COM	497266106	2,631	50,000	SH		SOLE		50,000	0	0
KITE RLTY GROUP TR	COM NEW	49803T300	4,764	183,750	SH		SOLE		183,750	0	0
KLX INC	COM	482539103	5,773	187,500	SH		SOLE		187,500	0	0
KNIGHT TRANSN INC	COM	499064103	2,423	100,000	SH		SOLE		100,000	0	0
KOPPERS HOLDINGS INC	COM	50060P106	15,330	840,000	SH		SOLE		840,000	0	0
KORN FERRY INTL	COM NEW	500643200	1,845	55,600	SH		SOLE		55,600	0	0
KRAFT HEINZ CO	COM	500754106	36,336	499,387	SH		SOLE		499,387	0	0
KROGER CO	COM	501044101	27,984	669,000	SH		SOLE		669,000	0	0
L BRANDS INC	COM	501797104	6,851	71,500	SH		SOLE		71,500	0	0
L-3 COMMUNICATIONS HLDGS INC	COM	502424104	62,145	520,000	SH		SOLE		520,000	0	0
LA Z BOY INC	COM	505336107	2,076	85,000	SH		SOLE		85,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	33,383	270,000	SH		SOLE		270,000	0	0
LAM RESEARCH CORP	COM	512807108	22,635	285,000	SH		SOLE		285,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	41,916	476,000	SH		SOLE		476,000	0	0
LAZARD LTD	SHS A	G54050102	38,709	860,000	SH		SOLE		860,000	0	0
LEGG MASON INC	COM	524901105	3,138	80,000	SH		SOLE		80,000	0	0
LENNAR CORP	CL B	526057302	603	15,000	SH		SOLE		15,000	0	0
LGI HOMES INC	COM	50187T106	5,621	231,000	SH		SOLE		231,000	0	0
LIBERTY BROADBAND CORP	COM SER A	530307107	646	12,500	SH		SOLE		12,500	0	0
LIBERTY BROADBAND CORP	COM SER C	530307305	1,297	25,000	SH		SOLE		25,000	0	0
LIBERTY MEDIA CORP DELAWARE	CL A	531229102	1,963	50,000	SH		SOLE		50,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C	531229300	3,808	100,000	SH		SOLE		100,000	0	0
LIFEPOINT HEALTH INC	COM	53219L109	7,058	96,164	SH		SOLE		96,164	0	0
LILLY ELI & CO	COM	532457108	182,633	2,167,496	SH		SOLE		2,167,496	0	0
LIMELIGHT NETWORKS INC	COM	53261M104	409	280,000	SH		SOLE		280,000	0	0
LIMONEIRA CO	COM	532746104	2,913	195,000	SH		SOLE		195,000	0	0
LINCOLN NATL CORP IND	COM	534187109	64,283	1,279,000	SH		SOLE		1,279,000	0	0
LINKEDIN CORP	COM CL A	53578A108	13,505	60,000	SH		SOLE		60,000	0	0
LIONS GATE ENTMNT CORP	COM NEW	535919203	53,120	1,640,000	SH		SOLE		1,640,000	0	0
LIVEPERSON INC	COM	538146101	2,835	420,000	SH		SOLE		420,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	59,717	275,000	SH		SOLE		275,000	0	0
LO-JACK CORP	COM	539451104	2,335	420,000	SH		SOLE		420,000	0	0
LOWES COS INC	COM	548661107	36,066	474,300	SH		SOLE		474,300	0	0
LULULEMON ATHLETICA INC	COM	550021109	3,043	58,000	SH		SOLE		58,000	0	0
LUMBER LIQUIDATORS HLDGS INC	COM	55003T107	10,416	600,000	SH		SOLE		600,000	0	0
LYON WILLIAM HOMES	CL A NEW	552074700	578	35,000	SH		SOLE		35,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	34,760	400,000	SH		SOLE		400,000	0	0
MA COM TECHNOLOGY SOLUTIONS	COM	55405Y100	4,498	110,000	SH		SOLE		110,000	0	0
MACERICH CO	COM	554382101	565	7,000	SH		SOLE		7,000	0	0
MACYS INC	COM	55616P104	4,635	132,500	SH		SOLE		132,500	0	0
MADDEN STEVEN LTD	COM	556269108	4,102	135,750	SH		SOLE		135,750	0	0
MALLINCKRODT PUB LTD CO	SHS	G5785G107	44,778	600,000	SH		SOLE		600,000	0	0
MANPOWERGROUP INC	COM	56418H100	10,494	124,500	SH		SOLE		124,500	0	0
MARATHON OIL CORP	COM	565849106	7,701	611,644	SH		SOLE		611,644	0	0
MARATHON PETE CORP	COM	56585A102	12,182	235,000	SH		SOLE		235,000	0	0
MARCUS & MILLICHAP INC	COM	566324109	2,914	100,000	SH		SOLE		100,000	0	0
MARIN SOFTWARE INC	COM	56804T106	143	40,000	SH		SOLE		40,000	0	0
MARKET VECTORS ETF TR	GOLD MINER ETF	57060U100	5,488	400,000	SH		SOLE		400,000	0	0
MARKET VECTORS ETF TR	RUSSIA ETF	57060U506	2,073	141,500	SH		SOLE		141,500	0	0
MARKET VECTORS ETF TR	INDIA SMALL CP	57061R551	3,104	71,738	SH		SOLE		71,738	0	0
MARRIOTT INTL INC NEW	CL A	571903202	9,554	142,500	SH		SOLE		142,500	0	0
MARSH & MCLENNAN COS INC	COM	571748102	18,908	341,000	SH		SOLE		341,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	84,680	620,000	SH		SOLE		620,000	0	0
MASTEC INC	COM	576323109	20,856	1,200,000	SH		SOLE		1,200,000	0	0
MASTERCARD INC	CL A	57636Q104	63,771	655,000	SH		SOLE		655,000	0	0
MATCH GROUP INC	COM	57665R106	136	10,000	SH		SOLE		10,000	0	0
MATTEL INC	COM	577081102	2,717	100,000	SH		SOLE		100,000	0	0
MATTRESS FIRM HLDG CORP	COM	57722W106	2,477	55,500	SH		SOLE		55,500	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	10,267	120,000	SH		SOLE		120,000	0	0
MCDERMOTT INTL INC	COM	580037109	251	75,000	SH		SOLE		75,000	0	0
MCDONALDS CORP	COM	580135101	55,870	472,913	SH		SOLE		472,913	0	0
MCKESSON CORP	COM	58155Q103	63,113	320,000	SH		SOLE		320,000	0	0
MDU RES GROUP INC	COM	552690109	1,832	100,000	SH		SOLE		100,000	0	0
MEAD JOHNSON NUTRITION CO	COM	582839106	11,529	146,026	SH		SOLE		146,026	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	4,719	410,000	SH		SOLE		410,000	0	0
MEDTRONIC PLC	SHS	G5960L103	62,211	808,780	SH		SOLE		808,780	0	0
MENTOR GRAPHICS CORP	COM	587200106	5,710	310,000	SH		SOLE		310,000	0	0
MERCADOLIBRE INC	COM	58733R102	7,100	62,094	SH		SOLE		62,094	0	0
MERCANTILE BANK CORP	COM	587376104	1,162	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC NEW	COM	58933Y105	263,044	4,980,000	SH		SOLE		4,980,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	1,026	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R108	78,100	1,620,000	SH		SOLE		1,620,000	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	1,022	25,500	SH		SOLE		25,500	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	14,660	315,000	SH		SOLE		315,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	36,094	2,549,000	SH		SOLE		2,549,000	0	0
MICROSEMI CORP	COM	595137100	9,777	300,000	SH		SOLE		300,000	0	0
MICROSOFT CORP	COM	594918104	565,896	10,200,000	SH		SOLE		10,200,000	0	0
MICROSTRATEGY INC	CL A NEW	594972408	2,689	15,000	SH		SOLE		15,000	0	0
MID-AMER APT CMNTYS INC	COM	59522J103	12,714	140,000	SH		SOLE		140,000	0	0
MIDDLESEX WATER CO	COM	596680108	796	30,000	SH		SOLE		30,000	0	0
MOBILE TELESYSTEMS PJSC	SPONSORED ADR	607409109	724	117,270	SH		SOLE		117,270	0	0
MOBILEYE N V AMSTELVEEN	ORD SHS	N51488117	28,116	665,000	SH		SOLE		665,000	0	0
MOHAWK INDS INC	COM	608190104	15,293	80,750	SH		SOLE		80,750	0	0
MONDELEZ INTL INC	CL A	609207105	47,672	1,063,163	SH		SOLE		1,063,163	0	0
MONMOUTH REAL ESTATE INVT CO	CL A	609720107	314	30,000	SH		SOLE		30,000	0	0
MONSANTO CO NEW	COM	61166W101	43,349	440,000	SH		SOLE		440,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	59,584	400,000	SH		SOLE		400,000	0	0
MORGAN STANLEY	COM NEW	617446448	58,849	1,850,000	SH		SOLE		1,850,000	0	0
MORGAN STANLEY INDIA INVS FD	COM	61745C105	11,261	442,133	SH		SOLE		442,133	0	0
MOSAIC CO NEW	COM	61945C103	16,278	590,000	SH		SOLE		590,000	0	0
MOTORCAR PTS AMER INC	COM	620071100	5,917	175,000	SH		SOLE		175,000	0	0
MSA SAFETY INC	COM	553498106	7,390	170,000	SH		SOLE		170,000	0	0
MSCI INC	COM	55354G100	3,607	50,000	SH		SOLE		50,000	0	0
MURPHY OIL CORP	COM	626717102	4,041	180,000	SH		SOLE		180,000	0	0
MYLAN N V	SHS EURO	N59465109	49,920	923,255	SH		SOLE		923,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	2,723	320,000	SH		SOLE		320,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	4,870	310,000	SH		SOLE		310,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	2,223	52,000	SH		SOLE		52,000	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	9,712	290,000	SH		SOLE		290,000	0	0
NAVIOS MARITIME HOLDINGS INC	COM	Y62196103	57	32,400	SH		SOLE		32,400	0	0
NAVISTAR INTL CORP NEW	COM	63934E108	6,718	760,000	SH		SOLE		760,000	0	0
NEKTAR THERAPEUTICS	COM	640268108	1,769	105,000	SH		SOLE		105,000	0	0
NETEASE INC	SPONSORED ADR	64110W102	32,830	181,139	SH		SOLE		181,139	0	0
NETFLIX INC	COM	64110L106	10,294	90,000	SH		SOLE		90,000	0	0
NETSCOUT SYS INC	COM	64115T104	5,526	180,000	SH		SOLE		180,000	0	0
NEURODERM LTD	ORD SHS	M74231107	282	16,563	SH		SOLE		16,563	0	0
NEW HOME CO INC	COM	645370107	972	75,000	SH		SOLE		75,000	0	0
NEW JERSEY RES	COM	646025106	2,307	70,000	SH		SOLE		70,000	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	3,840	122,400	SH		SOLE		122,400	0	0
NEW RESIDENTIAL INVT CORP	COM NEW	64828T201	1,666	137,000	SH		SOLE		137,000	0	0
NEW SR INVT GROUP INC	COM	648691103	493	50,000	SH		SOLE		50,000	0	0
NEW YORK REIT INC	COM	64976L109	805	70,000	SH		SOLE		70,000	0	0
NEWELL RUBBERMAID INC	COM	651229106	35,264	800,000	SH		SOLE		800,000	0	0
NEWFIELD EXPL CO	COM	651290108	3,907	120,000	SH		SOLE		120,000	0	0
NEWMONT MINING CORP	COM	651639106	24,287	1,350,000	SH		SOLE		1,350,000	0	0
NEWPARK RES INC	COM PAR $.01NEW	651718504	1,162	220,000	SH		SOLE		220,000	0	0
NEWS CORP NEW	CL A	65249B109	29,726	2,225,000	SH		SOLE		2,225,000	0	0
NEXTERA ENERGY INC	COM	65339F101	86,229	830,000	SH		SOLE		830,000	0	0
NIC INC	COM	62914B100	9,053	460,000	SH		SOLE		460,000	0	0
NII HLDGS INC	COM PAR $0.001	62913F508	439	86,945	SH		SOLE		86,945	0	0
NIKE INC	CL B	654106103	92,438	1,479,000	SH		SOLE		1,479,000	0	0
NISOURCE INC	COM	65473P105	3,122	160,000	SH		SOLE		160,000	0	0
NOBLE CORP PLC	SHS USD	G65431101	3,060	290,000	SH		SOLE		290,000	0	0
NOBLE ENERGY INC	COM	655044105	6,685	203,000	SH		SOLE		203,000	0	0
NORDSTROM INC	COM	655664100	2,989	60,000	SH		SOLE		60,000	0	0
NORTHERN TR CORP	COM	665859104	11,534	160,000	SH		SOLE		160,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	14,161	75,000	SH		SOLE		75,000	0	0
NORTHSTAR ASSET MGMT GROUP I	COM	66705Y104	1,597	131,564	SH		SOLE		131,564	0	0
NORTHSTAR REALTY EUROPE CORP	COM	66706L101	1,618	137,010	SH		SOLE		137,010	0	0
NORTHSTAR RLTY FIN CORP	COM	66704R803	16,367	961,032	SH		SOLE		961,032	0	0
NRG ENERGY INC	COM NEW	629377508	27,082	2,300,938	SH		SOLE		2,300,938	0	0
NTN BUZZTIME INC	COM NEW	629410309	32	200,000	SH		SOLE		200,000	0	0
NUMEREX CORP PA	CL A	67053A102	385	60,000	SH		SOLE		60,000	0	0
NVE CORP	COM NEW	629445206	1,124	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G104	16,810	510,000	SH		SOLE		510,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	2,077	24,647	SH		SOLE		24,647	0	0
NXSTAGE MEDICAL INC	COM	67072V103	1,680	76,700	SH		SOLE		76,700	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	26,030	385,000	SH		SOLE		385,000	0	0
OCEANEERING INTL INC	COM	675232102	788	21,000	SH		SOLE		21,000	0	0
OCH ZIFF CAP MGMT GROUP	CL A	67551U105	6,697	1,075,000	SH		SOLE		1,075,000	0	0
OCLARO INC	COM NEW	67555N206	261	75,000	SH		SOLE		75,000	0	0
OFFICE DEPOT INC	COM	676220106	24,004	4,256,050	SH		SOLE		4,256,050	0	0
OGE ENERGY CORP	COM	670837103	2,629	100,000	SH		SOLE		100,000	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	11,814	200,000	SH		SOLE		200,000	0	0
OLLIES BARGAIN OUTLT HLDGS I	COM	681116109	1,573	92,500	SH		SOLE		92,500	0	0
OMEGA HEALTHCARE INVS INC	COM	681936100	1,732	49,500	SH		SOLE		49,500	0	0
OMNICOM GROUP INC	COM	681919106	10,592	140,000	SH		SOLE		140,000	0	0
ONEOK INC NEW	COM	682680103	29,592	1,200,000	SH		SOLE		1,200,000	0	0
OPHTHOTECH CORP	COM	683745103	1,374	17,500	SH		SOLE		17,500	0	0
ORACLE CORP	COM	68389X105	25,571	700,000	SH		SOLE		700,000	0	0
ORBITAL ATK INC	COM	68557N103	41,096	460,000	SH		SOLE		460,000	0	0
ORBOTECH LTD	ORD	M75253100	270	12,206	SH		SOLE		12,206	0	0
ORMAT TECHNOLOGIES INC	COM	686688102	5,106	140,000	SH		SOLE		140,000	0	0
OSI SYSTEMS INC	COM	671044105	8,423	95,000	SH		SOLE		95,000	0	0
OXFORD INDS INC	COM	691497309	3,702	58,000	SH		SOLE		58,000	0	0
P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR	715684106	24,025	541,100	SH		SOLE		541,100	0	0
PALO ALTO NETWORKS INC	COM	697435105	35,228	200,000	SH		SOLE		200,000	0	0
PAMPA ENERGIA S A	SPONS ADR LVL I	697660207	242	11,800	SH		SOLE		11,800	0	0
PARAMOUNT GROUP INC	COM	69924R108	1,810	100,000	SH		SOLE		100,000	0	0
PARKE BANCORP INC	COM	700885106	1,296	103,856	SH		SOLE		103,856	0	0
PARKWAY PPTYS INC	COM	70159Q104	3,908	250,000	SH		SOLE		250,000	0	0
PATTERSON UTI ENERGY INC	COM	703481101	1,825	121,000	SH		SOLE		121,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	4,344	120,000	SH		SOLE		120,000	0	0
PCM INC	COM	69323K100	1,688	170,000	SH		SOLE		170,000	0	0
PDL BIOPHARMA INC	COM	69329Y104	443	125,000	SH		SOLE		125,000	0	0
PEABODY ENERGY CORP	COM NEW	704549203	154	20,000	SH		SOLE		20,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	15,002	535,434	SH		SOLE		535,434	0	0
PENN NATL GAMING INC	COM	707569109	320	20,000	SH		SOLE		20,000	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	5,906	139,500	SH		SOLE		139,500	0	0
PENTAIR PLC	SHS	G7S00T104	13,868	280,000	SH		SOLE		280,000	0	0
PEPCO HOLDINGS INC	COM	713291102	1,301	50,000	SH		SOLE		50,000	0	0
PEPSICO INC	COM	713448108	178,317	1,784,600	SH		SOLE		1,784,600	0	0
PERFORMANCE SPORTS GROUP LTD	COM	71377G100	3,298	342,500	SH		SOLE		342,500	0	0
PERION NETWORK LTD	SHS	M78673106	78	21,548	SH		SOLE		21,548	0	0
PERKINELMER INC	COM	714046109	4,286	80,000	SH		SOLE		80,000	0	0
PFIZER INC	COM	717081103	236,362	7,322,236	SH		SOLE		7,322,236	0	0
PG&E CORP	COM	69331C108	13,298	250,000	SH		SOLE		250,000	0	0
PHARMERICA CORP	COM	71714F104	525	15,000	SH		SOLE		15,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	160,084	1,821,000	SH		SOLE		1,821,000	0	0
PHILIPPINE LONG DISTANCE TEL	SPONSORED ADR	718252604	12,269	287,000	SH		SOLE		287,000	0	0
PHILLIPS 66	COM	718546104	17,587	215,000	SH		SOLE		215,000	0	0
PHOTRONICS INC	COM	719405102	1,245	100,000	SH		SOLE		100,000	0	0
PHYSICIANS RLTY TR	COM	71943U104	9,796	581,000	SH		SOLE		581,000	0	0
PIEDMONT NAT GAS INC	COM	720186105	1,996	35,000	SH		SOLE		35,000	0	0
PIER 1 IMPORTS INC	COM	720279108	1,018	200,000	SH		SOLE		200,000	0	0
PINNACLE WEST CAP CORP	COM	723484101	2,902	45,000	SH		SOLE		45,000	0	0
PIONEER NAT RES CO	COM	723787107	10,156	81,000	SH		SOLE		81,000	0	0
PLANET FITNESS INC	CL A	72703H101	391	25,000	SH		SOLE		25,000	0	0
PLUM CREEK TIMBER CO INC	COM	729251108	45,811	960,000	SH		SOLE		960,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	101,699	1,067,031	SH		SOLE		1,067,031	0	0
POTLATCH CORP NEW	COM	737630103	6,048	200,000	SH		SOLE		200,000	0	0
POWER SOLUTIONS INTL INC	COM NEW	73933G202	6,570	360,000	SH		SOLE		360,000	0	0
POWERSHARES DB CMDTY IDX TRA	UNIT BEN INT	73935S105	36,072	2,700,000	SH		SOLE		2,700,000	0	0
PPG INDS INC	COM	693506107	14,823	150,000	SH		SOLE		150,000	0	0
PPL CORP	COM	69351T106	64,847	1,900,000	SH		SOLE		1,900,000	0	0
PRAXAIR INC	COM	74005P104	22,528	220,000	SH		SOLE		220,000	0	0
PRECISION CASTPARTS CORP	COM	740189105	8,120	35,000	SH		SOLE		35,000	0	0
PREFERRED APT CMNTYS INC	COM	74039L103	4,186	320,000	SH		SOLE		320,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	14,262	199,500	SH		SOLE		199,500	0	0
PRIMERICA INC	COM	74164M108	25,504	540,000	SH		SOLE		540,000	0	0
PROCTER & GAMBLE CO	COM	742718109	222,661	2,803,945	SH		SOLE		2,803,945	0	0
PROGRESSIVE CORP OHIO	COM	743315103	9,540	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	29,057	677,000	SH		SOLE		677,000	0	0
PROS HOLDINGS INC	COM	74346Y103	21,278	923,500	SH		SOLE		923,500	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	1,008	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	108,967	1,338,500	SH		SOLE		1,338,500	0	0
PTC INC	COM	69370C100	86,575	2,500,000	SH		SOLE		2,500,000	0	0
PUBLIC STORAGE	COM	74460D109	10,793	43,575	SH		SOLE		43,575	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	9,092	235,000	SH		SOLE		235,000	0	0
PUMA BIOTECHNOLOGY INC	COM	74587V107	2,025	25,833	SH		SOLE		25,833	0	0
PVH CORP	COM	693656100	2,836	38,500	SH		SOLE		38,500	0	0
QEP RES INC	COM	74733V100	2,144	160,000	SH		SOLE		160,000	0	0
QIHOO 360 TECHNOLOGY CO LTD	ADS	74734M109	417	5,728	SH		SOLE		5,728	0	0
QLIK TECHNOLOGIES INC	COM	74733T105	11,081	350,000	SH		SOLE		350,000	0	0
QORVO INC	COM	74736K101	39,892	783,740	SH		SOLE		783,740	0	0
QTS RLTY TR INC	COM CL A	74736A103	1,692	37,500	SH		SOLE		37,500	0	0
QUALCOMM INC	COM	747525103	104,969	2,100,000	SH		SOLE		2,100,000	0	0
QUANTA SVCS INC	COM	74762E102	14,175	700,000	SH		SOLE		700,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	2,846	40,000	SH		SOLE		40,000	0	0
QUESTAR CORP	COM	748356102	3,409	175,000	SH		SOLE		175,000	0	0
RACKSPACE HOSTING INC	COM	750086100	37,980	1,500,000	SH		SOLE		1,500,000	0	0
RAIT FINANCIAL TRUST	COM NEW	749227609	743	275,000	SH		SOLE		275,000	0	0
RANGE RES CORP	COM	75281A109	4,307	175,000	SH		SOLE		175,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	40,579	700,000	SH		SOLE		700,000	0	0
RAYONIER ADVANCED MATLS INC	COM	75508B104	242	24,750	SH		SOLE		24,750	0	0
RAYONIER INC	COM	754907103	1,332	60,000	SH		SOLE		60,000	0	0
RAYTHEON CO	COM NEW	755111507	9,340	75,000	SH		SOLE		75,000	0	0
REALNETWORKS INC	COM NEW	75605L708	128	30,000	SH		SOLE		30,000	0	0
RED HAT INC	COM	756577102	8,281	100,000	SH		SOLE		100,000	0	0
REDWOOD TR INC	COM	758075402	1,188	90,000	SH		SOLE		90,000	0	0
REGAL ENTMT GROUP	CL A	758766109	6,605	350,000	SH		SOLE		350,000	0	0
REGIONS FINL CORP NEW	COM	7591EP100	31,680	3,300,000	SH		SOLE		3,300,000	0	0
REINSURANCE GROUP AMER INC	COM NEW	759351604	3,018	35,272	SH		SOLE		35,272	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	1,448	25,000	SH		SOLE		25,000	0	0
RENTRAK CORP	COM	760174102	24,240	510,000	SH		SOLE		510,000	0	0
REPUBLIC SVCS INC	COM	760759100	220	5,000	SH		SOLE		5,000	0	0
RESMED INC	COM	761152107	1,675	31,200	SH		SOLE		31,200	0	0
RESTORATION HARDWARE HLDGS I	COM	761283100	5,554	69,900	SH		SOLE		69,900	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	12,244	684,000	SH		SOLE		684,000	0	0
REVANCE THERAPEUTICS INC	COM	761330109	888	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	7,035	430,000	SH		SOLE		430,000	0	0
REXNORD CORP NEW	COM	76169B102	32,616	1,800,000	SH		SOLE		1,800,000	0	0
REYNOLDS AMERICAN INC	COM	761713106	30,736	666,000	SH		SOLE		666,000	0	0
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	1,667	550,000	SH		SOLE		550,000	0	0
RIGNET INC	COM	766582100	724	35,000	SH		SOLE		35,000	0	0
RITE AID CORP	COM	767754104	12,544	1,600,000	SH		SOLE		1,600,000	0	0
ROBERT HALF INTL INC	COM	770323103	8,297	176,000	SH		SOLE		176,000	0	0
ROUSE PPTYS INC	COM	779287101	1,165	80,000	SH		SOLE		80,000	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	5,339	315,000	SH		SOLE		315,000	0	0
RYDER SYS INC	COM	783549108	8,525	150,000	SH		SOLE		150,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	14,070	695,500	SH		SOLE		695,500	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	3,628	250,000	SH		SOLE		250,000	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	2,999	78,000	SH		SOLE		78,000	0	0
SAIA INC	COM	78709Y105	4,450	200,000	SH		SOLE		200,000	0	0
SALESFORCE COM INC	COM	79466L302	56,448	720,000	SH		SOLE		720,000	0	0
SANDISK CORP	COM	80004C101	5,319	70,000	SH		SOLE		70,000	0	0
SAPIENS INTL CORP N V	SHS NEW	N7716A151	152	14,885	SH		SOLE		14,885	0	0
SCANA CORP NEW	COM	80589M102	4,537	75,000	SH		SOLE		75,000	0	0
SCHEIN HENRY INC	COM	806407102	8,700	55,000	SH		SOLE		55,000	0	0
SCHLUMBERGER LTD	COM	806857108	10,114	145,000	SH		SOLE		145,000	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	15,477	470,000	SH		SOLE		470,000	0	0
SCIQUEST INC NEW	COM	80908T101	4,021	310,000	SH		SOLE		310,000	0	0
SEACHANGE INTL INC	COM	811699107	1,820	270,000	SH		SOLE		270,000	0	0
SEAWORLD ENTMT INC	COM	81282V100	11,026	560,000	SH		SOLE		560,000	0	0
SEMPRA ENERGY	COM	816851109	11,281	120,000	SH		SOLE		120,000	0	0
SEQUENTIAL BRNDS GROUP INC N	COM	81734P107	10,633	1,344,200	SH		SOLE		1,344,200	0	0
SERVICENOW INC	COM	81762P102	6,925	80,000	SH		SOLE		80,000	0	0
SHERWIN WILLIAMS CO	COM	824348106	3,375	13,000	SH		SOLE		13,000	0	0
SI FINL GROUP INC MD	COM	78425V104	368	26,943	SH		SOLE		26,943	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	2,301	15,000	SH		SOLE		15,000	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	5,999	48,500	SH		SOLE		48,500	0	0
SILICONWARE PRECISION INDS L	SPONSD ADR SPL	827084864	499	64,400	SH		SOLE		64,400	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	97,007	498,905	SH		SOLE		498,905	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	4,393	135,000	SH		SOLE		135,000	0	0
SKECHERS U S A INC	CL A	830566105	10,075	333,500	SH		SOLE		333,500	0	0
SL GREEN RLTY CORP	COM	78440X101	17,992	159,250	SH		SOLE		159,250	0	0
SM ENERGY CO	COM	78454L100	590	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	7,962	64,556	SH		SOLE		64,556	0	0
SNYDERS-LANCE INC	COM	833551104	3,773	110,000	SH		SOLE		110,000	0	0
SOCIEDAD QUIMICA MINERA DE C	SPON ADR SER B	833635105	262	13,800	SH		SOLE		13,800	0	0
SONIC AUTOMOTIVE INC	CL A	83545G102	3,346	147,000	SH		SOLE		147,000	0	0
SOUFUN HLDGS LTD	ADR	836034108	83	11,250	SH		SOLE		11,250	0	0
SOUTH JERSEY INDS INC	COM	838518108	1,176	50,000	SH		SOLE		50,000	0	0
SOUTHERN CO	COM	842587107	22,225	475,000	SH		SOLE		475,000	0	0
SOUTHERN COPPER CORP	COM	84265V105	319	12,224	SH		SOLE		12,224	0	0
SOUTHWEST AIRLS CO	COM	844741108	89,350	2,075,000	SH		SOLE		2,075,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	1,209	170,000	SH		SOLE		170,000	0	0
SOVRAN SELF STORAGE INC	COM	84610H108	11,536	107,500	SH		SOLE		107,500	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	27,394	270,000	SH		SOLE		270,000	0	0
SPDR SERIES TRUST	S&P OILGAS EXP	78464A730	8,764	290,000	SH		SOLE		290,000	0	0
SPECTRA ENERGY CORP	COM	847560109	10,175	425,000	SH		SOLE		425,000	0	0
SPIRIT AIRLS INC	COM	848577102	42,640	1,070,000	SH		SOLE		1,070,000	0	0
SPIRIT RLTY CAP INC NEW	COM	84860W102	1,453	145,000	SH		SOLE		145,000	0	0
SPRINT CORP	COM SER 1	85207U105	17,376	4,800,000	SH		SOLE		4,800,000	0	0
ST JUDE MED INC	COM	790849103	71,035	1,150,000	SH		SOLE		1,150,000	0	0
STAG INDL INC	COM	85254J102	5,166	280,000	SH		SOLE		280,000	0	0
STAR BULK CARRIERS CORP	SHS NEW	Y8162K121	24	39,000	SH		SOLE		39,000	0	0
STARBUCKS CORP	COM	855244109	55,228	920,000	SH		SOLE		920,000	0	0
STARWOOD PPTY TR INC	COM	85571B105	9,437	459,000	SH		SOLE		459,000	0	0
STATE STR CORP	COM	857477103	18,581	280,000	SH		SOLE		280,000	0	0
STEEL DYNAMICS INC	COM	858119100	1,162	65,000	SH		SOLE		65,000	0	0
STEELCASE INC	CL A	858155203	998	67,000	SH		SOLE		67,000	0	0
STERICYCLE INC	COM	858912108	8,442	70,000	SH		SOLE		70,000	0	0
STIFEL FINL CORP	COM	860630102	27,110	640,000	SH		SOLE		640,000	0	0
STRATASYS LTD	SHS	M85548101	28,176	1,200,000	SH		SOLE		1,200,000	0	0
STRYKER CORP	COM	863667101	4,182	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	865646103	1,104	495,000	SH		SOLE		495,000	0	0
SUMMIT MATLS INC	CL A	86614U100	9,030	450,600	SH		SOLE		450,600	0	0
SUN CMNTYS INC	COM	866674104	10,280	150,000	SH		SOLE		150,000	0	0
SUNCOKE ENERGY INC	COM	86722A103	139	40,000	SH		SOLE		40,000	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	522	41,786	SH		SOLE		41,786	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	2,021	150,000	SH		SOLE		150,000	0	0
SVB FINL GROUP	COM	78486Q101	11,296	95,000	SH		SOLE		95,000	0	0
SWIFT TRANSN CO	CL A	87074U101	2,764	200,000	SH		SOLE		200,000	0	0
SYMANTEC CORP	COM	871503108	8,400	400,000	SH		SOLE		400,000	0	0
SYNCHRONY FINL	COM	87165B103	79,055	2,599,648	SH		SOLE		2,599,648	0	0
SYNOPSYS INC	COM	871607107	9,122	200,000	SH		SOLE		200,000	0	0
SYSCO CORP	COM	871829107	13,653	333,000	SH		SOLE		333,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	101,072	4,442,749	SH		SOLE		4,442,749	0	0
TAL ED GROUP	ADS REPSTG COM	874080104	5,684	122,316	SH		SOLE		122,316	0	0
TAL INTL GROUP INC	COM	874083108	21,942	1,380,000	SH		SOLE		1,380,000	0	0
TALEN ENERGY CORP	COM	87422J105	272	43,717	SH		SOLE		43,717	0	0
TARGET CORP	COM	87612E106	25,768	354,880	SH		SOLE		354,880	0	0
TASER INTL INC	COM	87651B104	27,664	1,600,000	SH		SOLE		1,600,000	0	0
TATA MTRS LTD	SPONSORED ADR	876568502	2,544	86,335	SH		SOLE		86,335	0	0
TAUBMAN CTRS INC	COM	876664103	1,304	17,000	SH		SOLE		17,000	0	0
TAYLOR MORRISON HOME CORP	CL A	87724P106	1,976	123,495	SH		SOLE		123,495	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	45,227	700,000	SH		SOLE		700,000	0	0
TECO ENERGY INC	COM	872375100	2,532	95,000	SH		SOLE		95,000	0	0
TELECOM ARGENTINA S A	SPON ADR REP B	879273209	201	12,500	SH		SOLE		12,500	0	0
TELEFONICA BRASIL SA	SPONSORED ADR	87936R106	5,123	567,300	SH		SOLE		567,300	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	60,979	2,012,500	SH		SOLE		2,012,500	0	0
TERRENO RLTY CORP	COM	88146M101	1,923	85,000	SH		SOLE		85,000	0	0
TEVA PHARMACEUTICAL INDS LTD	ADR	881624209	36,686	558,900	SH		SOLE		558,900	0	0
TEXAS INSTRS INC	COM	882508104	41,108	750,000	SH		SOLE		750,000	0	0
TEXTRON INC	COM	883203101	8,402	200,000	SH		SOLE		200,000	0	0
THE ADT CORPORATION	COM	00101J106	1,649	50,000	SH		SOLE		50,000	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	2,630	160,459	SH		SOLE		160,459	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	12,057	85,000	SH		SOLE		85,000	0	0
THOR INDS INC	COM	885160101	3,931	70,000	SH		SOLE		70,000	0	0
TIFFANY & CO NEW	COM	886547108	4,501	59,000	SH		SOLE		59,000	0	0
TIME WARNER INC	COM NEW	887317303	44,622	690,000	SH		SOLE		690,000	0	0
TIVO INC	COM	888706108	3,107	360,000	SH		SOLE		360,000	0	0
TJX COS INC NEW	COM	872540109	28,364	400,000	SH		SOLE		400,000	0	0
TOLL BROTHERS INC	COM	889478103	69,431	2,085,000	SH		SOLE		2,085,000	0	0
TOOTSIE ROLL INDS INC	COM	890516107	2,885	91,330	SH		SOLE		91,330	0	0
TRACTOR SUPPLY CO	COM	892356106	6,156	72,000	SH		SOLE		72,000	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	2,847	230,000	SH		SOLE		230,000	0	0
TRAVELCENTERS AMER LLC	COM	894174101	14,100	1,500,000	SH		SOLE		1,500,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	17,673	156,595	SH		SOLE		156,595	0	0
TREEHOUSE FOODS INC	COM	89469A104	18,830	240,000	SH		SOLE		240,000	0	0
TREX CO INC	COM	89531P105	27,008	710,000	SH		SOLE		710,000	0	0
TRI POINTE GROUP INC	COM	87265H109	4,477	353,336	SH		SOLE		353,336	0	0
TRINET GROUP INC	COM	896288107	2,903	150,000	SH		SOLE		150,000	0	0
TRINITY INDS INC	COM	896522109	37,952	1,580,000	SH		SOLE		1,580,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	23,850	600,000	SH		SOLE		600,000	0	0
TSAKOS ENERGY NAVIGATION LTD	SHS	G9108L108	92	11,600	SH		SOLE		11,600	0	0
TUPPERWARE BRANDS CORP	COM	899896104	5,788	104,000	SH		SOLE		104,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	5,446	200,000	SH		SOLE		200,000	0	0
TWITTER INC	COM	90184L102	13,884	600,000	SH		SOLE		600,000	0	0
TYCO INTL PLC	SHS	G91442106	10,095	316,550	SH		SOLE		316,550	0	0
U S G CORP	COM NEW	903293405	4,858	200,000	SH		SOLE		200,000	0	0
UCP INC	CL A	90265Y106	457	63,534	SH		SOLE		63,534	0	0
ULTA SALON COSMETCS & FRAG I	COM	90384S303	7,252	39,200	SH		SOLE		39,200	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	1,280	250,000	SH		SOLE		250,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	1,054	9,400	SH		SOLE		9,400	0	0
UMH PPTYS INC	COM	903002103	2,024	200,000	SH		SOLE		200,000	0	0
UNDER ARMOUR INC	CL A	904311107	58,845	730,000	SH		SOLE		730,000	0	0
UNION PAC CORP	COM	907818108	35,190	450,000	SH		SOLE		450,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	3,725	65,000	SH		SOLE		65,000	0	0
UNITED MICROELECTRONICS CORP	SPON ADR NEW	910873405	459	244,000	SH		SOLE		244,000	0	0
UNITED NAT FOODS INC	COM	911163103	18,106	460,000	SH		SOLE		460,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	72,173	750,000	SH		SOLE		750,000	0	0
UNITED RENTALS INC	COM	911363109	52,954	730,000	SH		SOLE		730,000	0	0
UNITED STATES STL CORP NEW	COM	912909108	3,392	425,000	SH		SOLE		425,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	99,913	1,040,000	SH		SOLE		1,040,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	89,433	760,228	SH		SOLE		760,228	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	10,344	190,000	SH		SOLE		190,000	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	10,754	90,000	SH		SOLE		90,000	0	0
URBAN EDGE PPTYS	COM	91704F104	745	31,750	SH		SOLE		31,750	0	0
URBAN OUTFITTERS INC	COM	917047102	2,195	96,500	SH		SOLE		96,500	0	0
US BANCORP DEL	COM NEW	902973304	44,619	1,045,671	SH		SOLE		1,045,671	0	0
VALE S A	ADR	91912E105	3,060	930,057	SH		SOLE		930,057	0	0
VALEANT PHARMACEUTICALS INTL	COM	91911K102	2,033	20,000	SH		SOLE		20,000	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	16,617	235,000	SH		SOLE		235,000	0	0
VALSPAR CORP	COM	920355104	4,148	50,000	SH		SOLE		50,000	0	0
VANGUARD INDEX FDS	REIT ETF	922908553	83,398	1,046,000	SH		SOLE		1,046,000	0	0
VANGUARD TAX MANAGED INTL FD	FTSE DEV MKT ETF	921943858	82,620	2,250,000	SH		SOLE		2,250,000	0	0
VECTREN CORP	COM	92240G101	848	20,000	SH		SOLE		20,000	0	0
VEDANTA LTD	SPONSORED ADR	92242Y100	373	67,100	SH		SOLE		67,100	0	0
VENTAS INC	COM	92276F100	16,613	294,400	SH		SOLE		294,400	0	0
VEREIT INC	COM	92339V100	3,146	397,250	SH		SOLE		397,250	0	0
VERIFONE SYS INC	COM	92342Y109	12,889	460,000	SH		SOLE		460,000	0	0
VERISIGN INC	COM	92343E102	10,483	120,000	SH		SOLE		120,000	0	0
VERISK ANALYTICS INC	COM	92345Y106	9,610	125,000	SH		SOLE		125,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	158,696	3,433,500	SH		SOLE		3,433,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	7,550	60,000	SH		SOLE		60,000	0	0
VIACOM INC NEW	CL B	92553P201	44,041	1,070,000	SH		SOLE		1,070,000	0	0
VIASAT INC	COM	92552V100	2,135	35,000	SH		SOLE		35,000	0	0
VIAVI SOLUTIONS INC	COM	925550105	914	150,000	SH		SOLE		150,000	0	0
VIMPELCOM LTD	SPONSORED ADR	92719A106	135	41,200	SH		SOLE		41,200	0	0
VIPSHOP HLDGS LTD	SPONSORED ADR	92763W103	347	22,728	SH		SOLE		22,728	0	0
VISA INC	COM CL A	92826C839	204,732	2,640,000	SH		SOLE		2,640,000	0	0
VISHAY PRECISION GROUP INC	COM	92835K103	687	60,714	SH		SOLE		60,714	0	0
VISTA OUTDOOR INC	COM	928377100	7,567	170,000	SH		SOLE		170,000	0	0
VMWARE INC	CL A COM	928563402	33,942	600,000	SH		SOLE		600,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	5,548	55,500	SH		SOLE		55,500	0	0
W P CAREY INC	COM	92936U109	2,950	50,000	SH		SOLE		50,000	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	37,196	436,800	SH		SOLE		436,800	0	0
WAL-MART STORES INC	COM	931142103	84,839	1,384,000	SH	��	SOLE		1,384,000	0	0
WASTE MGMT INC DEL	COM	94106L109	2,669	50,000	SH		SOLE		50,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	21,855	440,000	SH		SOLE		440,000	0	0
WAYFAIR INC	CL A	94419L101	22,858	480,000	SH		SOLE		480,000	0	0
WCI CMNTYS INC	COM PAR $0.01	92923C807	3,119	140,000	SH		SOLE		140,000	0	0
WEB COM GROUP INC	COM	94733A104	2,401	120,000	SH		SOLE		120,000	0	0
WEC ENERGY GROUP INC	COM	92939U106	7,820	152,400	SH		SOLE		152,400	0	0
WELLS FARGO & CO NEW	COM	949746101	372,312	6,849,000	SH		SOLE		6,849,000	0	0
WELLTOWER INC	COM	95040Q104	18,062	265,500	SH		SOLE		265,500	0	0
WESCO AIRCRAFT HLDGS INC	COM	950814103	8,688	725,838	SH		SOLE		725,838	0	0
WESTAR ENERGY INC	COM	95709T100	1,696	40,000	SH		SOLE		40,000	0	0
WESTERN DIGITAL CORP	COM	958102105	7,296	121,500	SH		SOLE		121,500	0	0
WESTROCK CO	COM	96145D105	45,620	1,000,000	SH		SOLE		1,000,000	0	0
WEYERHAEUSER CO	COM	962166104	17,971	599,432	SH		SOLE		599,432	0	0
WEYERHAEUSER CO	PREF CONV SER A	962166872	5,028	100,000	SH		SOLE		100,000	0	0
WGL HLDGS INC	COM	92924F106	1,575	25,000	SH		SOLE		25,000	0	0
WHEELER REAL ESTATE INVT TR	COM	963025101	125	65,000	SH		SOLE		65,000	0	0
WHIRLPOOL CORP	COM	963320106	29,374	200,000	SH		SOLE		200,000	0	0
WHITESTONE REIT	COM	966084204	4,354	362,500	SH		SOLE		362,500	0	0
WHOLE FOODS MKT INC	COM	966837106	5,360	160,000	SH		SOLE		160,000	0	0
WILLIAMS COS INC DEL	COM	969457100	37,651	1,465,000	SH		SOLE		1,465,000	0	0
WIPRO LTD	SPON ADR 1 SH	97651M109	1,090	94,500	SH		SOLE		94,500	0	0
WISDOMTREE INVTS INC	COM	97717P104	23,520	1,500,000	SH		SOLE		1,500,000	0	0
WISDOMTREE TR	JAPN HEDGE EQT	97717W851	215,344	4,300,000	SH		SOLE		4,300,000	0	0
WISDOMTREE TR	EUROPE HEDGED EQ	97717X701	207,169	3,850,000	SH		SOLE		3,850,000	0	0
WNS HOLDINGS LTD	SPON ADR	92932M101	365	11,700	SH		SOLE		11,700	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	3,211	180,000	SH		SOLE		180,000	0	0
WP GLIMCHER IN	COM	92939N102	2,053	193,438	SH		SOLE		193,438	0	0
WPX ENERGY INC	COM	98212B103	1,062	185,000	SH		SOLE		185,000	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W108	8,427	116,000	SH		SOLE		116,000	0	0
XCEL BRANDS INC	COM NEW	98400M101	3,762	501,619	SH		SOLE		501,619	0	0
XCEL ENERGY INC	COM	98389B100	10,234	285,000	SH		SOLE		285,000	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	523	65,000	SH		SOLE		65,000	0	0
XENOPORT INC	COM	98411C100	1,367	249,082	SH		SOLE		249,082	0	0
XL GROUP PLC	SHS	G98290102	10,970	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	983772104	7,227	450,000	SH		SOLE		450,000	0	0
XPO LOGISTICS INC	COM	983793100	10,900	400,000	SH		SOLE		400,000	0	0
YAHOO INC	COM	984332106	59,868	1,800,000	SH		SOLE		1,800,000	0	0
YANDEX N V	SHS CLASS A	N97284108	7,177	456,553	SH		SOLE		456,553	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	6,806	433,000	SH		SOLE		433,000	0	0
YUM BRANDS INC	COM	988498101	8,255	113,000	SH		SOLE		113,000	0	0
ZAIS FINL CORP	COM	98886K108	5,730	380,000	SH		SOLE		380,000	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	8,771	85,500	SH		SOLE		85,500	0	0
ZOETIS INC	CL A	98978V103	61,972	1,293,234	SH		SOLE		1,293,234	0	0
ZYNGA INC	CL A	98986T108	9,112	3,400,000	SH		SOLE		3,400,000	0	0