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

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

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

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
2U INC	COM	90214J101	1,471	50,000	SH		SOLE		50,000	0	0
58 COM INC	SPON ADR REP A	31680Q104	1,269	27,660	SH		SOLE		27,660	0	0
ABBOTT LABS	COM	002824100	73,549	1,871,000	SH		SOLE		1,871,000	0	0
ABBVIE INC	COM	00287Y109	138,431	2,236,000	SH		SOLE		2,236,000	0	0
ABM INDS INC	COM	000957100	5,107	140,000	SH		SOLE		140,000	0	0
ACACIA COMMUNICATIONS INC	COM	00401C108	999	25,000	SH		SOLE		25,000	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	24,930	450,000	SH		SOLE		450,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	17,609	495,746	SH		SOLE		495,746	0	0
ACCELERON PHARMA INC	COM	00434H108	612	18,000	SH		SOLE		18,000	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	20,188	178,200	SH		SOLE		178,200	0	0
ACCO BRANDS CORP	COM	00081T108	2,190	212,000	SH		SOLE		212,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	2,295	90,000	SH		SOLE		90,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	11,346	286,300	SH		SOLE		286,300	0	0
ADAMAS PHARMACEUTICALS INC	COM	00548A106	1,416	93,500	SH		SOLE		93,500	0	0
ADAMIS PHARMACEUTICALS CORP	COM NEW	00547W208	82	29,338	SH		SOLE		29,338	0	0
ADAPTIMMUNE THERAPEUTICS PLC	SPONDS ADR	00653A107	196	24,000	SH		SOLE		24,000	0	0
ADECOAGRO S A	COM	L00849106	1,417	129,216	SH		SOLE		129,216	0	0
ADOBE SYS INC	COM	00724F101	13,612	142,100	SH		SOLE		142,100	0	0
ADTRAN INC	COM	00738A106	4,196	225,000	SH		SOLE		225,000	0	0
ADURO BIOTECH INC	COM	00739L101	585	51,700	SH		SOLE		51,700	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	5,520	34,150	SH		SOLE		34,150	0	0
ADVANCED SEMICONDUCTOR ENGR	SPONSORED ADR	00756M404	8,181	1,466,119	SH		SOLE		1,466,119	0	0
AECOM	COM	00766T100	53,532	1,685,000	SH		SOLE		1,685,000	0	0
AES CORP	COM	00130H105	5,928	475,000	SH		SOLE		475,000	0	0
AETNA INC NEW	COM	00817Y108	70,850	580,120	SH		SOLE		580,120	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	2,815	20,000	SH		SOLE		20,000	0	0
AFLAC INC	COM	001055102	28,143	390,000	SH		SOLE		390,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	6,654	150,000	SH		SOLE		150,000	0	0
AGREE REALTY CORP	COM	008492100	19,380	401,750	SH		SOLE		401,750	0	0
AIR PRODS & CHEMS INC	COM	009158106	22,726	160,000	SH		SOLE		160,000	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	23,771	425,000	SH		SOLE		425,000	0	0
AKORN INC	COM	009728106	427	15,000	SH		SOLE		15,000	0	0
ALASKA AIR GROUP INC	COM	011659109	43,135	740,000	SH		SOLE		740,000	0	0
ALBEMARLE CORP	COM	012653101	14,157	178,500	SH		SOLE		178,500	0	0
ALCOA INC	COM	013817101	38,934	4,200,000	SH		SOLE		4,200,000	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	3,795	105,000	SH		SOLE		105,000	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	17,262	166,750	SH		SOLE		166,750	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	12,260	105,000	SH		SOLE		105,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	39,691	499,068	SH		SOLE		499,068	0	0
ALKERMES PLC	SHS	G01767105	1,945	45,000	SH		SOLE		45,000	0	0
ALLEGHANY CORP DEL	COM	017175100	5,248	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	3,825	300,000	SH		SOLE		300,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	1,389	20,000	SH		SOLE		20,000	0	0
ALLERGAN PLC	SHS	G0177J108	62,557	270,702	SH		SOLE		270,702	0	0
ALLIANCE ONE INTL INC	COM NEW	018772301	924	60,000	SH		SOLE		60,000	0	0
ALLIANT ENERGY CORP	COM	018802108	2,779	70,000	SH		SOLE		70,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	889	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	18,261	261,054	SH		SOLE		261,054	0	0
ALPHABET INC	CAP STK CL C	02079K107	528,764	764,000	SH		SOLE		764,000	0	0
ALTRIA GROUP INC	COM	02209S103	139,437	2,022,000	SH		SOLE		2,022,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	1,583	66,167	SH		SOLE		66,167	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	404	187,000	SH		SOLE		187,000	0	0
AMAZON COM INC	COM	023135106	289,826	405,000	SH		SOLE		405,000	0	0
AMBEV SA	SPONSORED ADR	02319V103	21,060	3,563,522	SH		SOLE		3,563,522	0	0
AMC NETWORKS INC	CL A	00164V103	3,021	50,000	SH		SOLE		50,000	0	0
AMEREN CORP	COM	023608102	6,805	127,000	SH		SOLE		127,000	0	0
AMERESCO INC	CL A	02361E108	546	125,000	SH		SOLE		125,000	0	0
AMERICA MOVIL SAB DE CV	SPON ADR L SHS	02364W105	8,852	722,070	SH		SOLE		722,070	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	10,192	360,000	SH		SOLE		360,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	22,281	525,000	SH		SOLE		525,000	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	10,426	720,000	SH		SOLE		720,000	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	19,721	373,001	SH		SOLE		373,001	0	0
AMERICAN CAP MTG INVT CORP	COM	02504A104	411	26,000	SH		SOLE		26,000	0	0
AMERICAN CAPITAL AGENCY CORP	COM	02503X105	9,573	483,000	SH		SOLE		483,000	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	876	55,000	SH		SOLE		55,000	0	0
AMERICAN ELEC PWR INC	COM	025537101	17,873	255,000	SH		SOLE		255,000	0	0
AMERICAN EXPRESS CO	COM	025816109	66,168	1,089,000	SH		SOLE		1,089,000	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	55,111	1,042,000	SH		SOLE		1,042,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	94,921	835,500	SH		SOLE		835,500	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	1,268	15,000	SH		SOLE		15,000	0	0
AMERIPRISE FINL INC	COM	03076C106	71,610	797,000	SH		SOLE		797,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	13,088	165,000	SH		SOLE		165,000	0	0
AMGEN INC	COM	031162100	67,153	441,355	SH		SOLE		441,355	0	0
ANADARKO PETE CORP	COM	032511107	21,566	405,000	SH		SOLE		405,000	0	0
ANALOG DEVICES INC	COM	032654105	58,056	1,025,000	SH		SOLE		1,025,000	0	0
ANGIODYNAMICS INC	COM	03475V101	934	65,000	SH		SOLE		65,000	0	0
ANGLOGOLD ASHANTI LTD	SPONSORED ADR	035128206	2,013	111,489	SH		SOLE		111,489	0	0
ANSYS INC	COM	03662Q105	4,084	45,000	SH		SOLE		45,000	0	0
ANTHEM INC	COM	036752103	9,194	70,000	SH		SOLE		70,000	0	0
AON PLC	SHS CL A	G0408V102	28,946	265,000	SH		SOLE		265,000	0	0
APACHE CORP	COM	037411105	48,433	870,000	SH		SOLE		870,000	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	11,702	265,000	SH		SOLE		265,000	0	0
APOLLO ED GROUP INC	CL A	037604105	9,120	1,000,000	SH		SOLE		1,000,000	0	0
APPLE INC	COM	037833100	633,350	6,625,000	SH		SOLE		6,625,000	0	0
APPLIED MATLS INC	COM	038222105	26,247	1,095,000	SH		SOLE		1,095,000	0	0
AQUA AMERICA INC	COM	03836W103	892	25,000	SH		SOLE		25,000	0	0
ARBOR RLTY TR INC	COM	038923108	1,258	175,000	SH		SOLE		175,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	24,376	338,556	SH		SOLE		338,556	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	28,781	671,026	SH		SOLE		671,026	0	0
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	G0457F107	207	43,400	SH		SOLE		43,400	0	0
ARES CAP CORP	COM	04010L103	26,980	1,900,000	SH		SOLE		1,900,000	0	0
ARMSTRONG FLOORING INC	COM	04238R106	170	10,000	SH		SOLE		10,000	0	0
ARMSTRONG WORLD INDS INC NEW	COM	04247X102	4,698	120,000	SH		SOLE		120,000	0	0
ARQULE INC	COM	04269E107	425	223,774	SH		SOLE		223,774	0	0
ARRAY BIOPHARMA INC	COM	04269X105	943	265,000	SH		SOLE		265,000	0	0
ASHFORD HOSPITALITY PRIME IN	COM	044102101	495	35,000	SH		SOLE		35,000	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	483	90,000	SH		SOLE		90,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	2,616	65,000	SH		SOLE		65,000	0	0
ASTEC INDS INC	COM	046224101	63,450	1,130,000	SH		SOLE		1,130,000	0	0
AT&T INC	COM	00206R102	284,992	6,595,500	SH		SOLE		6,595,500	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	28,166	680,000	SH		SOLE		680,000	0	0
ATMOS ENERGY CORP	COM	049560105	2,033	25,000	SH		SOLE		25,000	0	0
AU OPTRONICS CORP	SPONSORED ADR	002255107	468	134,100	SH		SOLE		134,100	0	0
AUTODESK INC	COM	052769106	8,662	160,000	SH		SOLE		160,000	0	0
AUTOZONE INC	COM	053332102	2,540	3,200	SH		SOLE		3,200	0	0
AVALONBAY CMNTYS INC	COM	053484101	62,956	349,000	SH		SOLE		349,000	0	0
AVON PRODS INC	COM	054303102	9,828	2,600,000	SH		SOLE		2,600,000	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	1,091	85,000	SH		SOLE		85,000	0	0
B/E AEROSPACE INC	COM	073302101	416	9,000	SH		SOLE		9,000	0	0
BABCOCK & WILCOX ENTERPRIS I	COM	05614L100	2,204	150,000	SH		SOLE		150,000	0	0
BAIDU INC	SPON ADR REP A	056752108	30,356	183,811	SH		SOLE		183,811	0	0
BAKER HUGHES INC	COM	057224107	58,669	1,300,000	SH		SOLE		1,300,000	0	0
BALLANTYNE STRONG INC	COM	058516105	2,667	510,000	SH		SOLE		510,000	0	0
BANCO BRADESCO S A	SP ADR PFD NEW	059460303	1,639	209,917	SH		SOLE		209,917	0	0
BANCO MACRO SA	SPON ADR B	05961W105	4,113	55,415	SH		SOLE		55,415	0	0
BANCO SANTANDER CHILE NEW	SP ADR REP COM	05965X109	1,971	101,742	SH		SOLE		101,742	0	0
BANK AMER CORP	COM	060505104	189,071	14,248,000	SH		SOLE		14,248,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	23,278	599,167	SH		SOLE		599,167	0	0
BANK OF THE OZARKS INC	COM	063904106	18,760	500,000	SH		SOLE		500,000	0	0
BANKRATE INC DEL	COM	06647F102	11,220	1,500,000	SH		SOLE		1,500,000	0	0
BARCLAYS PLC	NOTE 8.250%12/2	06738EAA3	489	500,000	SH		SOLE		500,000	0	0
BARD C R INC	COM	067383109	4,703	20,000	SH		SOLE		20,000	0	0
BASIC ENERGY SVCS INC NEW	COM	06985P100	412	245,000	SH		SOLE		245,000	0	0
BB&T CORP	COM	054937107	8,012	225,000	SH		SOLE		225,000	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	1,238	294,000	SH		SOLE		294,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	10,850	1,400,000	SH		SOLE		1,400,000	0	0
BECTON DICKINSON & CO	COM	075887109	16,853	99,374	SH		SOLE		99,374	0	0
BEL FUSE INC	CL B	077347300	1,511	85,000	SH		SOLE		85,000	0	0
BEMIS INC	COM	081437105	1,030	20,000	SH		SOLE		20,000	0	0
BERKLEY W R CORP	COM	084423102	4,368	72,905	SH		SOLE		72,905	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	20,613	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	131,759	910,000	SH		SOLE		910,000	0	0
BEST BUY INC	COM	086516101	2,072	67,700	SH		SOLE		67,700	0	0
BIOGEN INC	COM	09062X103	81,852	338,485	SH		SOLE		338,485	0	0
BIOSTAGE INC	COM	09074M103	120	105,000	SH		SOLE		105,000	0	0
BIOTIME INC	*W EXP 10/01/201	09066L162	5	11,216	SH		SOLE		11,216	0	0
BITAUTO HLDGS LTD	SPONSORED ADS	091727107	1,203	44,614	SH		SOLE		44,614	0	0
BLACK HILLS CORP	COM	092113109	14,184	225,000	SH		SOLE		225,000	0	0
BLACKROCK CORPOR HI YLD FD I	COM	09255P107	2,729	261,352	SH		SOLE		261,352	0	0
BLACKROCK DEBT STRAT FD INC	COM	09255R103	724	205,000	SH		SOLE		205,000	0	0
BLACKROCK INC	COM	09247X101	35,794	104,500	SH		SOLE		104,500	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	13,497	550,000	SH		SOLE		550,000	0	0
BLACKSTONE GSO STRATEGIC CR	COM SHS BEN IN	09257R101	7,051	490,000	SH		SOLE		490,000	0	0
BLACKSTONE MTG TR INC	COM CL A	09257W100	3,376	122,000	SH		SOLE		122,000	0	0
BLUE BUFFALO PET PRODS INC	COM	09531U102	3,384	145,000	SH		SOLE		145,000	0	0
BOEING CO	COM	097023105	76,623	590,000	SH		SOLE		590,000	0	0
BORGWARNER INC	COM	099724106	5,166	175,000	SH		SOLE		175,000	0	0
BOSTON BEER INC	CL A	100557107	7,098	41,500	SH		SOLE		41,500	0	0
BOSTON PROPERTIES INC	COM	101121101	47,127	357,300	SH		SOLE		357,300	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	14,840	635,000	SH		SOLE		635,000	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	8,862	527,500	SH		SOLE		527,500	0	0
BRF SA	SPONSORED ADR	10552T107	536	38,463	SH		SOLE		38,463	0	0
BRIGHTCOVE INC	COM	10921T101	1,056	120,000	SH		SOLE		120,000	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	115,248	1,566,938	SH		SOLE		1,566,938	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	10,094	381,500	SH		SOLE		381,500	0	0
BROADCOM LTD	SHS	Y09827109	52,448	337,500	SH		SOLE		337,500	0	0
BROOKDALE SR LIVING INC	COM	112463104	1,853	120,000	SH		SOLE		120,000	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	2,691	81,369	SH		SOLE		81,369	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	4,267	190,000	SH		SOLE		190,000	0	0
BSQUARE CORP	COM NEW	11776U300	1,283	230,000	SH		SOLE		230,000	0	0
BUCKEYE PARTNERS L P	UNIT LTD PARTN	118230101	2,848	40,500	SH		SOLE		40,500	0	0
BURLINGTON STORES INC	COM	122017106	9,840	147,500	SH		SOLE		147,500	0	0
BWX TECHNOLOGIES INC	COM	05605H100	4,650	130,000	SH		SOLE		130,000	0	0
C&J ENERGY SVCS LTD	SHS	G3164Q101	33	55,000	SH		SOLE		55,000	0	0
CABOT OIL & GAS CORP	COM	127097103	7,336	285,000	SH		SOLE		285,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	9,987	411,000	SH		SOLE		411,000	0	0
CAESARSTONE LTD	ORD SHS	M20598104	3,459	99,500	SH		SOLE		99,500	0	0
CALAVO GROWERS INC	COM	128246105	25,460	380,000	SH		SOLE		380,000	0	0
CALERES INC	COM	129500104	2,118	87,500	SH		SOLE		87,500	0	0
CALGON CARBON CORP	COM	129603106	12,098	920,000	SH		SOLE		920,000	0	0
CALIFORNIA RES CORP	COM NEW	13057Q206	569	46,604	SH		SOLE		46,604	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	873	25,000	SH		SOLE		25,000	0	0
CALPINE CORP	COM NEW	131347304	959	65,000	SH		SOLE		65,000	0	0
CAMPBELL SOUP CO	COM	134429109	23,951	360,000	SH		SOLE		360,000	0	0
CAPITAL ONE FINL CORP	COM	14040H105	18,418	290,000	SH		SOLE		290,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	5,478	310,000	SH		SOLE		310,000	0	0
CAPSTEAD MTG CORP	COM NO PAR	14067E506	5,141	530,000	SH		SOLE		530,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	16,382	210,000	SH		SOLE		210,000	0	0
CARMIKE CINEMAS INC	COM	143436400	2,711	90,000	SH		SOLE		90,000	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	39,780	900,000	SH		SOLE		900,000	0	0
CARTER INC	COM	146229109	3,460	32,500	SH		SOLE		32,500	0	0
CASEYS GEN STORES INC	COM	147528103	42,083	320,000	SH		SOLE		320,000	0	0
CATERPILLAR INC DEL	COM	149123101	75,810	1,000,000	SH		SOLE		1,000,000	0	0
CBRE GROUP INC	CL A	12504L109	9,493	358,500	SH		SOLE		358,500	0	0
CBS CORP NEW	CL B	124857202	56,073	1,030,000	SH		SOLE		1,030,000	0	0
CELADON GROUP INC	COM	150838100	409	50,000	SH		SOLE		50,000	0	0
CELGENE CORP	COM	151020104	67,562	685,000	SH		SOLE		685,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM	15117B103	2,085	475,000	SH		SOLE		475,000	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	13,825	2,240,544	SH		SOLE		2,240,544	0	0
CENTENE CORP DEL	COM	15135B101	1,110	15,550	SH		SOLE		15,550	0	0
CENTERPOINT ENERGY INC	COM	15189T107	6,000	250,000	SH		SOLE		250,000	0	0
CERAGON NETWORKS LTD	ORD	M22013102	60	36,991	SH		SOLE		36,991	0	0
CERNER CORP	COM	156782104	43,950	750,000	SH		SOLE		750,000	0	0
CF INDS HLDGS INC	COM	125269100	21,690	900,000	SH		SOLE		900,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	2,885	35,000	SH		SOLE		35,000	0	0
CHATHAM LODGING TR	COM	16208T102	8,353	380,000	SH		SOLE		380,000	0	0
CHEMOURS CO	COM	163851108	1,648	200,000	SH		SOLE		200,000	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	939	25,000	SH		SOLE		25,000	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	2,354	550,000	SH		SOLE		550,000	0	0
CHEVRON CORP NEW	COM	166764100	81,243	775,000	SH		SOLE		775,000	0	0
CHICAGO BRIDGE & IRON CO N V	COM	167250109	1,732	50,000	SH		SOLE		50,000	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	27,951	482,754	SH		SOLE		482,754	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	7,652	19,000	SH		SOLE		19,000	0	0
CHUBB LIMITED	COM	H1467J104	37,006	283,114	SH		SOLE		283,114	0	0
CHUNGHWA TELECOM CO LTD	SPON ADR NEW11	17133Q502	3,840	105,776	SH		SOLE		105,776	0	0
CHURCH & DWIGHT INC	COM	171340102	38,326	372,500	SH		SOLE		372,500	0	0
CIENA CORP	COM NEW	171779309	24,375	1,300,000	SH		SOLE		1,300,000	0	0
CIGNA CORPORATION	COM	125509109	55,955	437,182	SH		SOLE		437,182	0	0
CIMAREX ENERGY CO	COM	171798101	2,386	20,000	SH		SOLE		20,000	0	0
CINEDIGM CORP	COM NEW	172406209	237	195,999	SH		SOLE		195,999	0	0
CINEMARK HOLDINGS INC	COM	17243V102	14,949	410,000	SH		SOLE		410,000	0	0
CISCO SYS INC	COM	17275R102	127,671	4,450,000	SH		SOLE		4,450,000	0	0
CITIGROUP INC	COM NEW	172967424	139,082	3,281,000	SH		SOLE		3,281,000	0	0
CITRIX SYS INC	COM	177376100	6,407	80,000	SH		SOLE		80,000	0	0
CITY OFFICE REIT INC	COM	178587101	3,738	288,000	SH		SOLE		288,000	0	0
CLEAN ENERGY FUELS CORP	COM	184499101	9,716	2,800,000	SH		SOLE		2,800,000	0	0
CLEAN HARBORS INC	COM	184496107	8,338	160,000	SH		SOLE		160,000	0	0
CLOROX CO DEL	COM	189054109	8,580	62,000	SH		SOLE		62,000	0	0
CLOUD PEAK ENERGY INC	COM	18911Q102	441	214,000	SH		SOLE		214,000	0	0
CLUBCORP HLDGS INC	COM	18948M108	3,361	258,500	SH		SOLE		258,500	0	0
CME GROUP INC	COM	12572Q105	14,610	150,000	SH		SOLE		150,000	0	0
CMS ENERGY CORP	COM	125896100	6,650	145,000	SH		SOLE		145,000	0	0
COCA COLA CO	COM	191216100	103,352	2,280,000	SH		SOLE		2,280,000	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	21,632	540,000	SH		SOLE		540,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	4,865	85,000	SH		SOLE		85,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	55,193	754,000	SH		SOLE		754,000	0	0
COLONY CAP INC	CL A	19624R106	1,151	75,000	SH		SOLE		75,000	0	0
COLONY STARWOOD HOMES	COM	19625X102	7,088	233,000	SH		SOLE		233,000	0	0
COLUMBIA PIPELINE GROUP INC	COM	198280109	2,549	100,000	SH		SOLE		100,000	0	0
COMCAST CORP NEW	CL A	20030N101	136,899	2,100,000	SH		SOLE		2,100,000	0	0
COMMUNICATIONS SALES&LEAS IN	COM	20341J104	5,925	205,000	SH		SOLE		205,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	3,238	268,743	SH		SOLE		268,743	0	0
COMMUNITY HEALTHCARE TR INC	COM	20369C106	5,972	282,500	SH		SOLE		282,500	0	0
COMMVAULT SYSTEMS INC	COM	204166102	19,867	460,000	SH		SOLE		460,000	0	0
COMPANIA DE MINAS BUENAVENTU	SPONSORED ADR	204448104	6,333	529,952	SH		SOLE		529,952	0	0
COMPUTER SCIENCES CORP	COM	205363104	4,965	100,000	SH		SOLE		100,000	0	0
COMSCORE INC	COM	20564W105	33,432	1,400,000	SH		SOLE		1,400,000	0	0
COMSTOCK RES INC	COM NEW	205768203	67	80,000	SH		SOLE		80,000	0	0
CONAGRA FOODS INC	COM	205887102	8,008	167,500	SH		SOLE		167,500	0	0
CONCERT PHARMACEUTICALS INC	COM	206022105	449	40,000	SH		SOLE		40,000	0	0
CONNECTICUT WTR SVC INC	COM	207797101	1,124	20,000	SH		SOLE		20,000	0	0
CONOCOPHILLIPS	COM	20825C104	30,956	710,000	SH		SOLE		710,000	0	0
CONSOL ENERGY INC	COM	20854P109	2,414	150,000	SH		SOLE		150,000	0	0
CONSOLIDATED EDISON INC	COM	209115104	5,229	65,000	SH		SOLE		65,000	0	0
CONTROLADORA VUELA CIA DE AV	SPON ADR RP 10	21240E105	797	42,640	SH		SOLE		42,640	0	0
COPA HOLDINGS SA	CL A	P31076105	9,072	173,587	SH		SOLE		173,587	0	0
CORNING INC	COM	219350105	10,752	525,000	SH		SOLE		525,000	0	0
CORPORATE OFFICE PPTYS TR	SH BEN INT	22002T108	1,242	42,000	SH		SOLE		42,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	28,581	182,000	SH		SOLE		182,000	0	0
COTY INC	COM CL A	222070203	4,600	177,000	SH		SOLE		177,000	0	0
COVANTA HLDG CORP	COM	22282E102	11,515	700,000	SH		SOLE		700,000	0	0
CRAY INC	COM NEW	225223304	51,163	1,710,000	SH		SOLE		1,710,000	0	0
CREDICORP LTD	COM	G2519Y108	27,977	181,284	SH		SOLE		181,284	0	0
CROCS INC	COM	227046109	1,128	100,000	SH		SOLE		100,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	71,001	700,000	SH		SOLE		700,000	0	0
CROWN HOLDINGS INC	COM	228368106	7,094	140,000	SH		SOLE		140,000	0	0
CSRA INC	COM	12650T104	1,172	50,000	SH		SOLE		50,000	0	0
CSX CORP	COM	126408103	8,737	335,000	SH		SOLE		335,000	0	0
CTRIP COM INTL LTD	AMERICAN DEP SHS	22943F100	1,094	26,546	SH		SOLE		26,546	0	0
CUBESMART	COM	229663109	33,752	1,093,000	SH		SOLE		1,093,000	0	0
CUBIC CORP	COM	229669106	32,931	820,000	SH		SOLE		820,000	0	0
CUI GLOBAL INC	COM NEW	126576206	781	154,700	SH		SOLE		154,700	0	0
CUMMINS INC	COM	231021106	8,433	75,000	SH		SOLE		75,000	0	0
CUMULUS MEDIA INC	CL A	231082108	2,000	6,450,000	SH		SOLE		6,450,000	0	0
CVS HEALTH CORP	COM	126650100	68,449	714,943	SH		SOLE		714,943	0	0
CYNOSURE INC	CL A	232577205	45,726	940,000	SH		SOLE		940,000	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	14,773	1,400,250	SH		SOLE		1,400,250	0	0
CYRUSONE INC	COM	23283R100	13,915	250,000	SH		SOLE		250,000	0	0
CYS INVTS INC	COM	12673A108	1,122	134,000	SH		SOLE		134,000	0	0
DANA HLDG CORP	COM	235825205	10,032	950,000	SH		SOLE		950,000	0	0
DANAHER CORP DEL	COM	235851102	16,160	160,000	SH		SOLE		160,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	2,534	40,000	SH		SOLE		40,000	0	0
DATAWATCH CORP	COM NEW	237917208	4,986	900,000	SH		SOLE		900,000	0	0
DDR CORP	COM	23317H102	4,898	270,000	SH		SOLE		270,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	575	10,000	SH		SOLE		10,000	0	0
DEERE & CO	COM	244199105	8,752	108,000	SH		SOLE		108,000	0	0
DELPHI AUTOMOTIVE PLC	SHS	G27823106	12,958	207,000	SH		SOLE		207,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	72,860	2,000,000	SH		SOLE		2,000,000	0	0
DENBURY RES INC	COM NEW	247916208	1,077	300,000	SH		SOLE		300,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	7,135	115,000	SH		SOLE		115,000	0	0
DEUTSCHE HIGH INCOME OPPORT	COM	25158Y102	4,012	295,000	SH		SOLE		295,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	14,319	395,000	SH		SOLE		395,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	1,922	79,000	SH		SOLE		79,000	0	0
DIAMOND RESORTS INTL INC	COM	25272T104	7,879	263,000	SH		SOLE		263,000	0	0
DIANA SHIPPING INC	COM	Y2066G104	94	38,700	SH		SOLE		38,700	0	0
DICKS SPORTING GOODS INC	COM	253393102	991	22,000	SH		SOLE		22,000	0	0
DIGI INTL INC	COM	253798102	1,556	145,000	SH		SOLE		145,000	0	0
DISCOVER FINL SVCS	COM	254709108	18,087	337,500	SH		SOLE		337,500	0	0
DISCOVERY COMMUNICATNS NEW	COM SER C	25470F302	10,017	420,000	SH		SOLE		420,000	0	0
DISH NETWORK CORP	CL A	25470M109	60,784	1,160,000	SH		SOLE		1,160,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	440,190	4,500,000	SH		SOLE		4,500,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	14,288	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	256746108	11,403	121,000	SH		SOLE		121,000	0	0
DOMINION RES INC VA NEW	COM	25746U109	65,072	835,000	SH		SOLE		835,000	0	0
DOUGLAS EMMETT INC	COM	25960P109	7,566	213,000	SH		SOLE		213,000	0	0
DOVER MOTORSPORTS INC	COM	260174107	586	270,000	SH		SOLE		270,000	0	0
DOW CHEM CO	COM	260543103	25,352	510,000	SH		SOLE		510,000	0	0
DR REDDYS LABS LTD	ADR	256135203	1,255	24,500	SH		SOLE		24,500	0	0
DREW INDS INC	COM NEW	26168L205	13,574	160,000	SH		SOLE		160,000	0	0
DTE ENERGY CO	COM	233331107	9,912	100,000	SH		SOLE		100,000	0	0
DU PONT E I DE NEMOURS & CO	COM	263534109	6,480	100,000	SH		SOLE		100,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	27,882	325,000	SH		SOLE		325,000	0	0
DUNKIN BRANDS GROUP INC	COM	265504100	16,576	380,000	SH		SOLE		380,000	0	0
DYNEGY INC NEW DEL	COM	26817R108	862	50,000	SH		SOLE		50,000	0	0
E M C CORP MASS	COM	268648102	29,615	1,090,000	SH		SOLE		1,090,000	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	4,698	200,000	SH		SOLE		200,000	0	0
EAST WEST BANCORP INC	COM	27579R104	3,418	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEM CO	COM	277432100	10,185	150,000	SH		SOLE		150,000	0	0
EATON CORP PLC	SHS	G29183103	11,647	195,000	SH		SOLE		195,000	0	0
EBAY INC	COM	278642103	12,173	520,000	SH		SOLE		520,000	0	0
ECHOSTAR CORP	CL A	278768106	28,386	715,000	SH		SOLE		715,000	0	0
ECOLAB INC	COM	278865100	6,523	55,000	SH		SOLE		55,000	0	0
ECOPETROL S A	SPONSORED ADS	279158109	2,981	311,868	SH		SOLE		311,868	0	0
EDGEWELL PERS CARE CO	COM	28035Q102	2,448	29,000	SH		SOLE		29,000	0	0
EDISON INTL	COM	281020107	12,816	165,000	SH		SOLE		165,000	0	0
EDUCATION RLTY TR INC	COM NEW	28140H203	4,383	95,000	SH		SOLE		95,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	10,811	108,400	SH		SOLE		108,400	0	0
ELECTRONIC ARTS INC	COM	285512109	10,084	133,099	SH		SOLE		133,099	0	0
EMBRAER S A	SP ADR REP 4 COM	29082A107	2,207	101,589	SH		SOLE		101,589	0	0
EMERSON ELEC CO	COM	291011104	5,216	100,000	SH		SOLE		100,000	0	0
EMMIS COMMUNICATIONS CORP	CL A	291525103	1,091	1,500,000	SH		SOLE		1,500,000	0	0
ENERGEN CORP	COM	29265N108	2,169	45,000	SH		SOLE		45,000	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	1,493	29,000	SH		SOLE		29,000	0	0
ENERSIS AMERICAS SA	SPONSORED ADR	29274F104	626	72,930	SH		SOLE		72,930	0	0
ENERSIS CHILE SA	SPON ADR	29278D105	536	91,900	SH		SOLE		91,900	0	0
ENSCO PLC	SHS CLASS A	G3157S106	2,573	265,000	SH		SOLE		265,000	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	1,628	120,000	SH		SOLE		120,000	0	0
ENTERGY CORP NEW	COM	29364G103	8,135	100,000	SH		SOLE		100,000	0	0
ENTERPRISE PRODS PARTNERS L	COM	293792107	3,836	131,100	SH		SOLE		131,100	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	13,843	2,060,000	SH		SOLE		2,060,000	0	0
ENZYMOTEC LTD	SHS	M4059L101	184	22,021	SH		SOLE		22,021	0	0
EOG RES INC	COM	26875P101	25,026	300,000	SH		SOLE		300,000	0	0
EPR PPTYS	COM SH BEN INT	26884U109	160,674	1,991,500	SH		SOLE		1,991,500	0	0
EQT CORP	COM	26884L109	11,227	145,000	SH		SOLE		145,000	0	0
EQT MIDSTREAM PARTNERS LP	UNIT LTD PARTN	26885B100	2,995	37,300	SH		SOLE		37,300	0	0
EQUIFAX INC	COM	294429105	3,313	25,800	SH		SOLE		25,800	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	3,350	115,000	SH		SOLE		115,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	6,084	76,000	SH		SOLE		76,000	0	0
EQUITY ONE	COM	294752100	3,154	98,000	SH		SOLE		98,000	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	22,401	325,200	SH		SOLE		325,200	0	0
EROS INTL PLC	SHS NEW	G3788M114	25,190	1,548,210	SH		SOLE		1,548,210	0	0
ESSENT GROUP LTD	COM	G3198U102	872	40,000	SH		SOLE		40,000	0	0
ESSEX PPTY TR INC	COM	297178105	38,111	167,086	SH		SOLE		167,086	0	0
EVEREST RE GROUP LTD	COM	G3223R108	16,258	89,000	SH		SOLE		89,000	0	0
EVERSOURCE ENERGY	COM	30040W108	9,584	160,000	SH		SOLE		160,000	0	0
EXA CORP	COM	300614500	4,624	320,000	SH		SOLE		320,000	0	0
EXELON CORP	COM	30161N101	15,817	435,000	SH		SOLE		435,000	0	0
EXPRESS INC	COM	30219E103	1,016	70,000	SH		SOLE		70,000	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	48,512	640,000	SH		SOLE		640,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	28,271	305,500	SH		SOLE		305,500	0	0
EXXON MOBIL CORP	COM	30231G102	388,084	4,140,000	SH		SOLE		4,140,000	0	0
F M C CORP	COM NEW	302491303	8,104	175,000	SH		SOLE		175,000	0	0
FACEBOOK INC	CL A	30303M102	377,124	3,300,000	SH		SOLE		3,300,000	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	9,933	60,000	SH		SOLE		60,000	0	0
FEDEX CORP	COM	31428X106	43,257	285,000	SH		SOLE		285,000	0	0
FELCOR LODGING TR INC	COM	31430F101	4,461	716,000	SH		SOLE		716,000	0	0
FIBROGEN INC	COM	31572Q808	290	17,648	SH		SOLE		17,648	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	2,512	34,100	SH		SOLE		34,100	0	0
FINANCIAL ENGINES INC	COM	317485100	1,943	75,087	SH		SOLE		75,087	0	0
FINISAR CORP	COM NEW	31787A507	3,502	200,000	SH		SOLE		200,000	0	0
FIREEYE INC	COM	31816Q101	9,882	600,000	SH		SOLE		600,000	0	0
FIRSTENERGY CORP	COM	337932107	8,029	230,000	SH		SOLE		230,000	0	0
FIVE BELOW INC	COM	33829M101	11,208	241,500	SH		SOLE		241,500	0	0
FLAMEL TECHNOLOGIES SA	SPONSORED ADR	338488109	354	32,915	SH		SOLE		32,915	0	0
FLOWERS FOODS INC	COM	343498101	5,695	303,750	SH		SOLE		303,750	0	0
FLUOR CORP NEW	COM	343412102	739	15,000	SH		SOLE		15,000	0	0
FMC TECHNOLOGIES INC	COM	30249U101	5,734	215,000	SH		SOLE		215,000	0	0
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	344419106	19,543	211,295	SH		SOLE		211,295	0	0
FOOT LOCKER INC	COM	344849104	4,883	89,000	SH		SOLE		89,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	22,626	1,800,000	SH		SOLE		1,800,000	0	0
FOREST CITY RLTY TR INC	COM CL A	345605109	11,979	536,980	SH		SOLE		536,980	0	0
FOUR CORNERS PPTY TR INC	COM	35086T109	4,556	221,274	SH		SOLE		221,274	0	0
FRANKLIN LTD DURATION INC TR	COM	35472T101	290	25,000	SH		SOLE		25,000	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	7,798	700,000	SH		SOLE		700,000	0	0
FRONTIER COMMUNICATIONS CORP	COM	35906A108	21,242	4,300,000	SH		SOLE		4,300,000	0	0
FS INVT CORP	COM	302635107	14,390	1,590,000	SH		SOLE		1,590,000	0	0
GAMESTOP CORP NEW	CL A	36467W109	39,870	1,500,000	SH		SOLE		1,500,000	0	0
GARTNER INC	COM	366651107	7,793	80,000	SH		SOLE		80,000	0	0
GAZIT GLOBE LTD	SHS	M4793C102	2,481	277,500	SH		SOLE		277,500	0	0
GENERAL DYNAMICS CORP	COM	369550108	71,013	510,000	SH		SOLE		510,000	0	0
GENERAL ELECTRIC CO	COM	369604103	302,523	9,610,000	SH		SOLE		9,610,000	0	0
GENERAL GROWTH PPTYS INC NEW	COM	370023103	33,028	1,107,575	SH		SOLE		1,107,575	0	0
GENERAL MLS INC	COM	370334104	22,588	316,720	SH		SOLE		316,720	0	0
GENERAL MTRS CO	COM	37045V100	66,081	2,335,000	SH		SOLE		2,335,000	0	0
GENESEE & WYO INC	CL A	371559105	13,736	233,000	SH		SOLE		233,000	0	0
GENESIS ENERGY L P	UNIT LTD PARTN	371927104	2,985	77,800	SH		SOLE		77,800	0	0
GENTHERM INC	COM	37253A103	1,713	50,000	SH		SOLE		50,000	0	0
GENWORTH FINL INC	COM CL A	37247D106	15,480	6,000,000	SH		SOLE		6,000,000	0	0
GERON CORP	COM	374163103	2,332	870,000	SH		SOLE		870,000	0	0
G-III APPAREL GROUP LTD	COM	36237H101	8,710	190,500	SH		SOLE		190,500	0	0
GILEAD SCIENCES INC	COM	375558103	180,187	2,160,000	SH		SOLE		2,160,000	0	0
GLADSTONE LD CORP	COM	376549101	3,805	344,000	SH		SOLE		344,000	0	0
GLOBAL MED REIT INC	COM NEW	37954A204	2,022	200,000	SH		SOLE		200,000	0	0
GLOBAL PMTS INC	COM	37940X102	6,524	91,400	SH		SOLE		91,400	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	64,112	431,500	SH		SOLE		431,500	0	0
GOLUB CAP BDC INC	COM	38173M102	8,968	496,310	SH		SOLE		496,310	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	52,603	2,050,000	SH		SOLE		2,050,000	0	0
GRAMERCY PPTY TR	COM	385002100	15,571	1,688,822	SH		SOLE		1,688,822	0	0
GRANITE CONSTR INC	COM	387328107	17,002	373,250	SH		SOLE		373,250	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	2,822	225,000	SH		SOLE		225,000	0	0
GREAT PLAINS ENERGY INC	COM	391164100	3,040	100,000	SH		SOLE		100,000	0	0
GREIF INC	CL B	397624206	3,395	62,000	SH		SOLE		62,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	938	19,000	SH		SOLE		19,000	0	0
GRUPO AVAL ACCIONES Y VALORE	SPONSORED ADS	40053W101	320	39,800	SH		SOLE		39,800	0	0
GRUPO FINANCIERO GALICIA S A	SP ADR 10 SH B	399909100	5,678	185,897	SH		SOLE		185,897	0	0
GRUPO FINANCIERO SANTANDER M	SPON ADR SHS B	40053C105	5,258	578,444	SH		SOLE		578,444	0	0
GRUPO TELEVISA SA	SPON ADR REP ORD	40049J206	953	36,600	SH		SOLE		36,600	0	0
GSV CAP CORP	COM	36191J101	7,530	1,500,000	SH		SOLE		1,500,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	64,675	1,300,000	SH		SOLE		1,300,000	0	0
HALLIBURTON CO	COM	406216101	10,417	230,000	SH		SOLE		230,000	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	1,553	180,000	SH		SOLE		180,000	0	0
HALYARD HEALTH INC	COM	40650V100	602	18,500	SH		SOLE		18,500	0	0
HANESBRANDS INC	COM	410345102	7,665	305,000	SH		SOLE		305,000	0	0
HARLEY DAVIDSON INC	COM	412822108	26,727	590,000	SH		SOLE		590,000	0	0
HARMAN INTL INDS INC	COM	413086109	25,855	360,000	SH		SOLE		360,000	0	0
HARRIS CORP DEL	COM	413875105	2,920	35,000	SH		SOLE		35,000	0	0
HARSCO CORP	COM	415864107	6,109	920,000	SH		SOLE		920,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	7,633	172,000	SH		SOLE		172,000	0	0
HASBRO INC	COM	418056107	33,596	400,000	SH		SOLE		400,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	2,612	75,000	SH		SOLE		75,000	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	33,810	509,586	SH		SOLE		509,586	0	0
HEARTWARE INTL INC	COM	422368100	866	15,000	SH		SOLE		15,000	0	0
HECLA MNG CO	COM	422704106	8,874	1,740,000	SH		SOLE		1,740,000	0	0
HEICO CORP NEW	CL A	422806208	2,683	50,000	SH		SOLE		50,000	0	0
HEIDRICK & STRUGGLES INTL IN	COM	422819102	338	20,000	SH		SOLE		20,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	676	100,000	SH		SOLE		100,000	0	0
HELMERICH & PAYNE INC	COM	423452101	6,310	94,000	SH		SOLE		94,000	0	0
HESS CORP	COM	42809H107	12,621	210,000	SH		SOLE		210,000	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	16,443	900,000	SH		SOLE		900,000	0	0
HEXCEL CORP NEW	COM	428291108	7,912	190,000	SH		SOLE		190,000	0	0
HFF INC	CL A	40418F108	3,090	107,000	SH		SOLE		107,000	0	0
HIGHWOODS PPTYS INC	COM	431284108	2,112	40,000	SH		SOLE		40,000	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A104	23,296	1,034,000	SH		SOLE		1,034,000	0	0
HOLLYFRONTIER CORP	COM	436106108	29,713	1,250,000	SH		SOLE		1,250,000	0	0
HOLOGIC INC	COM	436440101	4,194	121,200	SH		SOLE		121,200	0	0
HOME DEPOT INC	COM	437076102	267,383	2,094,000	SH		SOLE		2,094,000	0	0
HONEYWELL INTL INC	COM	438516106	20,356	175,000	SH		SOLE		175,000	0	0
HORTONWORKS INC	COM	440894103	5,131	480,000	SH		SOLE		480,000	0	0
HOWARD HUGHES CORP	COM	44267D107	23,973	209,704	SH		SOLE		209,704	0	0
HP INC	COM	40434L105	5,818	463,600	SH		SOLE		463,600	0	0
HSN INC	COM	404303109	20,551	420,000	SH		SOLE		420,000	0	0
HUDSON PAC PPTYS INC	COM	444097109	12,124	415,500	SH		SOLE		415,500	0	0
HUMANA INC	COM	444859102	51,266	285,000	SH		SOLE		285,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	1,176	7,000	SH		SOLE		7,000	0	0
HUNTSMAN CORP	COM	447011107	18,830	1,400,000	SH		SOLE		1,400,000	0	0
IAC INTERACTIVECORP	COM	44919P508	30,402	540,000	SH		SOLE		540,000	0	0
ICICI BK LTD	ADR	45104G104	1,801	250,828	SH		SOLE		250,828	0	0
IDACORP INC	COM	451107106	1,627	20,000	SH		SOLE		20,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	19,270	185,000	SH		SOLE		185,000	0	0
ILLUMINA INC	COM	452327109	16,846	120,000	SH		SOLE		120,000	0	0
IMS HEALTH HLDGS INC	COM	44970B109	1,268	50,000	SH		SOLE		50,000	0	0
INCYTE CORP	COM	45337C102	9,598	120,000	SH		SOLE		120,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	5,162	631,100	SH		SOLE		631,100	0	0
INFINERA CORPORATION	COM	45667G103	4,230	375,000	SH		SOLE		375,000	0	0
INFOSYS LTD	SPONSORED ADR	456788108	9,401	526,719	SH		SOLE		526,719	0	0
INGERSOLL-RAND PLC	SHS	G47791101	6,368	100,000	SH		SOLE		100,000	0	0
INGEVITY CORP	COM	45688C107	851	25,000	SH		SOLE		25,000	0	0
INGREDION INC	COM	457187102	29,764	230,000	SH		SOLE		230,000	0	0
INNOVIVA INC	COM	45781M101	3,676	349,108	SH		SOLE		349,108	0	0
INTEGRATED DEVICE TECHNOLOGY	COM	458118106	53,646	2,665,000	SH		SOLE		2,665,000	0	0
INTEL CORP	COM	458140100	63,796	1,945,000	SH		SOLE		1,945,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	44,016	290,000	SH		SOLE		290,000	0	0
INTERVAL LEISURE GROUP INC	COM	46113M108	2,115	133,000	SH		SOLE		133,000	0	0
INTRA CELLULAR THERAPIES INC	COM	46116X101	2,426	62,500	SH		SOLE		62,500	0	0
INTRAWEST RESORTS HLDGS INC	COM	46090K109	974	75,000	SH		SOLE		75,000	0	0
INTUIT	COM	461202103	11,596	103,900	SH		SOLE		103,900	0	0
INVENTURE FOODS INC	COM	461212102	8,825	1,130,000	SH		SOLE		1,130,000	0	0
ION GEOPHYSICAL CORP	COM NEW	462044207	129	20,666	SH		SOLE		20,666	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	2,329	100,000	SH		SOLE		100,000	0	0
IRON MTN INC NEW	COM	46284V101	358	9,000	SH		SOLE		9,000	0	0
ISHARES	MIN VOL EMRG MKT	464286533	113,498	2,200,000	SH		SOLE		2,200,000	0	0
ISHARES	MSCI TAIWAN ETF	464286731	75,743	5,390,966	SH		SOLE		5,390,966	0	0
ISHARES GOLD TRUST	ISHARES	464285105	47,850	3,750,000	SH		SOLE		3,750,000	0	0
ISHARES INC	CORE MSCI EMKT	46434G103	165,461	3,955,550	SH		SOLE		3,955,550	0	0
ISHARES INC	MSCI RUSSIA CAP	46434G806	6,973	520,765	SH		SOLE		520,765	0	0
ISHARES TR	MSCI EMG MKT ETF	464287234	32,642	950,000	SH		SOLE		950,000	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	117,719	1,390,000	SH		SOLE		1,390,000	0	0
ISHARES TR	MSCI INDONIA ETF	46429B309	760	31,068	SH		SOLE		31,068	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	112,640	4,034,367	SH		SOLE		4,034,367	0	0
ISHARES TR	MIN VOL EAFE ETF	46429B689	73,029	1,100,000	SH		SOLE		1,100,000	0	0
ISHARES TR	CORE MSCI EAFE	46432F842	5,189	100,000	SH		SOLE		100,000	0	0
ITAU UNIBANCO HLDG SA	SPON ADR REP PFD	465562106	9,880	1,046,635	SH		SOLE		1,046,635	0	0
IXIA	COM	45071R109	2,553	260,000	SH		SOLE		260,000	0	0
JACOBS ENGR GROUP INC DEL	COM	469814107	1,245	25,000	SH		SOLE		25,000	0	0
JAKKS PAC INC	COM	47012E106	1,068	135,000	SH		SOLE		135,000	0	0
JD COM INC	SPON ADR CL A	47215P106	9,927	467,598	SH		SOLE		467,598	0	0
JETBLUE AIRWAYS CORP	COM	477143101	48,024	2,900,000	SH		SOLE		2,900,000	0	0
JOHNSON & JOHNSON	COM	478160104	349,344	2,880,000	SH		SOLE		2,880,000	0	0
JOHNSON CTLS INC	COM	478366107	11,065	250,000	SH		SOLE		250,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	283,980	4,570,000	SH		SOLE		4,570,000	0	0
JUNIPER NETWORKS INC	COM	48203R104	6,185	275,000	SH		SOLE		275,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	13,514	150,000	SH		SOLE		150,000	0	0
KAR AUCTION SVCS INC	COM	48238T109	9,642	231,000	SH		SOLE		231,000	0	0
KATE SPADE & CO	COM	485865109	4,529	219,750	SH		SOLE		219,750	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	3,792	200,000	SH		SOLE		200,000	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	3,636	125,000	SH		SOLE		125,000	0	0
KILROY RLTY CORP	COM	49427F108	9,761	147,250	SH		SOLE		147,250	0	0
KIMBERLY CLARK CORP	COM	494368103	57,466	418,000	SH		SOLE		418,000	0	0
KIMCO RLTY CORP	COM	49446R109	25,857	824,000	SH		SOLE		824,000	0	0
KINDER MORGAN INC DEL	COM	49456B101	13,104	700,000	SH		SOLE		700,000	0	0
KINDER MORGAN INC DEL	*W EXP 05/25/201	49456B119	7	390,848	SH		SOLE		390,848	0	0
KITE RLTY GROUP TR	COM NEW	49803T300	5,150	183,750	SH		SOLE		183,750	0	0
KLX INC	COM	482539103	5,813	187,500	SH		SOLE		187,500	0	0
KNIGHT TRANSN INC	COM	499064103	797	30,000	SH		SOLE		30,000	0	0
KOPPERS HOLDINGS INC	COM	50060P106	22,433	730,000	SH		SOLE		730,000	0	0
KORN FERRY INTL	COM NEW	500643200	1,151	55,600	SH		SOLE		55,600	0	0
KRAFT HEINZ CO	COM	500754106	38,877	439,387	SH		SOLE		439,387	0	0
KROGER CO	COM	501044101	24,613	669,000	SH		SOLE		669,000	0	0
L-3 COMMUNICATIONS HLDGS INC	COM	502424104	67,477	460,000	SH		SOLE		460,000	0	0
LA Z BOY INC	COM	505336107	1,113	40,000	SH		SOLE		40,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	41,686	320,000	SH		SOLE		320,000	0	0
LAM RESEARCH CORP	COM	512807108	21,435	255,000	SH		SOLE		255,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	35,134	386,000	SH		SOLE		386,000	0	0
LAZARD LTD	SHS A	G54050102	5,956	200,000	SH		SOLE		200,000	0	0
LEGG MASON INC	COM	524901105	37,157	1,260,000	SH		SOLE		1,260,000	0	0
LENNAR CORP	CL B	526057302	838	22,500	SH		SOLE		22,500	0	0
LGI HOMES INC	COM	50187T106	8,265	258,760	SH		SOLE		258,760	0	0
LIBERTY GLOBAL PLC	SHS CL C	G5480U120	2,425	84,625	SH		SOLE		84,625	0	0
LIBERTY GLOBAL PLC	LILAC SHS CL C	G5480U153	472	14,539	SH		SOLE		14,539	0	0
LIBERTY MEDIA CORP DELAWARE	COM C SIRIUSXM	531229607	3,087	100,000	SH		SOLE		100,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM C MEDIA GRP	531229854	474	25,000	SH		SOLE		25,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM C BRAVES GRP	531229888	216	14,700	SH		SOLE		14,700	0	0
LIFEPOINT HEALTH INC	COM	53219L109	6,286	96,164	SH		SOLE		96,164	0	0
LIGAND PHARMACEUTICALS INC	COM NEW	53220K504	17,891	150,000	SH		SOLE		150,000	0	0
LILLY ELI & CO	COM	532457108	168,722	2,142,496	SH		SOLE		2,142,496	0	0
LIMELIGHT NETWORKS INC	COM	53261M104	417	280,000	SH		SOLE		280,000	0	0
LIMONEIRA CO	COM	532746104	3,612	205,000	SH		SOLE		205,000	0	0
LINCOLN NATL CORP IND	COM	534187109	49,587	1,279,000	SH		SOLE		1,279,000	0	0
LIONS GATE ENTMNT CORP	COM NEW	535919203	8,901	440,000	SH		SOLE		440,000	0	0
LITHIA MTRS INC	CL A	536797103	15,920	224,000	SH		SOLE		224,000	0	0
LKQ CORP	COM	501889208	19,813	625,000	SH		SOLE		625,000	0	0
LLOYDS BANKING GROUP PLC	SDCV 7.500%12/3	539439AG4	2,933	3,000,000	SH		SOLE		3,000,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	69,487	280,000	SH		SOLE		280,000	0	0
LOWES COS INC	COM	548661107	13,799	174,300	SH		SOLE		174,300	0	0
LULULEMON ATHLETICA INC	COM	550021109	4,284	58,000	SH		SOLE		58,000	0	0
LYON WILLIAM HOMES	CL A NEW	552074700	967	60,000	SH		SOLE		60,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	27,908	375,000	SH		SOLE		375,000	0	0
MACERICH CO	COM	554382101	427	5,000	SH		SOLE		5,000	0	0
MACOM TECH SOLUTIONS HLDGS I	COM	55405Y100	17,480	530,000	SH		SOLE		530,000	0	0
MACYS INC	COM	55616P104	3,781	112,500	SH		SOLE		112,500	0	0
MADDEN STEVEN LTD	COM	556269108	2,803	82,000	SH		SOLE		82,000	0	0
MAGELLAN MIDSTREAM PRTNRS LP	COM UNIT RP LP	559080106	2,842	37,400	SH		SOLE		37,400	0	0
MAIN STREET CAPITAL CORP	COM	56035L104	1,643	50,000	SH		SOLE		50,000	0	0
MALLINCKRODT PUB LTD CO	SHS	G5785G107	43,762	720,000	SH		SOLE		720,000	0	0
MANPOWERGROUP INC	COM	56418H100	2,998	46,600	SH		SOLE		46,600	0	0
MARATHON OIL CORP	COM	565849106	10,682	711,644	SH		SOLE		711,644	0	0
MARATHON PETE CORP	COM	56585A102	8,921	235,000	SH		SOLE		235,000	0	0
MARIN SOFTWARE INC	COM	56804T106	94	40,000	SH		SOLE		40,000	0	0
MARRIOTT INTL INC NEW	CL A	571903202	7,643	115,000	SH		SOLE		115,000	0	0
MARSH & MCLENNAN COS INC	COM	571748102	23,345	341,000	SH		SOLE		341,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	70,080	365,000	SH		SOLE		365,000	0	0
MASTEC INC	COM	576323109	8,928	400,000	SH		SOLE		400,000	0	0
MASTERCARD INC	CL A	57636Q104	76,172	865,000	SH		SOLE		865,000	0	0
MATCH GROUP INC	COM	57665R106	151	10,000	SH		SOLE		10,000	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	12,800	120,000	SH		SOLE		120,000	0	0
MCDONALDS CORP	COM	580135101	56,910	472,913	SH		SOLE		472,913	0	0
MCKESSON CORP	COM	58155Q103	76,527	410,000	SH		SOLE		410,000	0	0
MDU RES GROUP INC	COM	552690109	2,400	100,000	SH		SOLE		100,000	0	0
MEAD JOHNSON NUTRITION CO	COM	582839106	13,252	146,026	SH		SOLE		146,026	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	6,389	420,000	SH		SOLE		420,000	0	0
MEDTRONIC PLC	SHS	G5960L103	70,178	808,780	SH		SOLE		808,780	0	0
MELLANOX TECHNOLOGIES LTD	SHS	M51363113	2,878	60,000	SH		SOLE		60,000	0	0
MENTOR GRAPHICS CORP	COM	587200106	3,295	155,000	SH		SOLE		155,000	0	0
MERCADOLIBRE INC	COM	58733R102	10,758	76,477	SH		SOLE		76,477	0	0
MERCANTILE BANK CORP	COM	587376104	1,130	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC	COM	58933Y105	218,918	3,800,000	SH		SOLE		3,800,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	975	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R108	59,148	1,485,000	SH		SOLE		1,485,000	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	15,989	315,000	SH		SOLE		315,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	9,618	699,000	SH		SOLE		699,000	0	0
MICROSEMI CORP	COM	595137100	9,804	300,000	SH		SOLE		300,000	0	0
MICROSOFT CORP	COM	594918104	453,770	8,867,900	SH		SOLE		8,867,900	0	0
MICROSTRATEGY INC	CL A NEW	594972408	2,625	15,000	SH		SOLE		15,000	0	0
MID-AMER APT CMNTYS INC	COM	59522J103	12,592	118,350	SH		SOLE		118,350	0	0
MIDDLESEX WATER CO	COM	596680108	1,301	30,000	SH		SOLE		30,000	0	0
MOBILE TELESYSTEMS PJSC	SPONSORED ADR	607409109	1,392	168,077	SH		SOLE		168,077	0	0
MOBILEYE N V AMSTELVEEN	ORD SHS	N51488117	9,228	200,000	SH		SOLE		200,000	0	0
MOHAWK INDS INC	COM	608190104	12,477	65,750	SH		SOLE		65,750	0	0
MONDELEZ INTL INC	CL A	609207105	48,385	1,063,163	SH		SOLE		1,063,163	0	0
MONMOUTH REAL ESTATE INVT CO	CL A	609720107	530	40,000	SH		SOLE		40,000	0	0
MONRO MUFFLER BRAKE INC	COM	610236101	953	15,000	SH		SOLE		15,000	0	0
MONSANTO CO NEW	COM	61166W101	31,023	300,000	SH		SOLE		300,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	51,427	320,000	SH		SOLE		320,000	0	0
MORGAN STANLEY	COM NEW	617446448	37,671	1,450,000	SH		SOLE		1,450,000	0	0
MORGAN STANLEY INDIA INVS FD	COM	61745C105	13,024	488,333	SH		SOLE		488,333	0	0
MOSAIC CO NEW	COM	61945C103	9,163	350,000	SH		SOLE		350,000	0	0
MOTORCAR PTS AMER INC	COM	620071100	4,757	175,000	SH		SOLE		175,000	0	0
MSA SAFETY INC	COM	553498106	8,930	170,000	SH		SOLE		170,000	0	0
MSCI INC	COM	55354G100	3,856	50,000	SH		SOLE		50,000	0	0
MURPHY OIL CORP	COM	626717102	5,715	180,000	SH		SOLE		180,000	0	0
MYLAN N V	SHS EURO	N59465109	43,381	1,003,255	SH		SOLE		1,003,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	4,221	420,000	SH		SOLE		420,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	9,443	610,000	SH		SOLE		610,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	2,958	52,000	SH		SOLE		52,000	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	11,778	350,000	SH		SOLE		350,000	0	0
NAVIOS MARITIME HOLDINGS INC	COM	Y62196103	59	72,800	SH		SOLE		72,800	0	0
NEKTAR THERAPEUTICS	COM	640268108	1,494	105,000	SH		SOLE		105,000	0	0
NETEASE INC	SPONSORED ADR	64110W102	35,581	184,148	SH		SOLE		184,148	0	0
NETFLIX INC	COM	64110L106	26,529	290,000	SH		SOLE		290,000	0	0
NETSCOUT SYS INC	COM	64115T104	3,560	160,000	SH		SOLE		160,000	0	0
NEW HOME CO INC	COM	645370107	716	75,000	SH		SOLE		75,000	0	0
NEW JERSEY RES	COM	646025106	2,699	70,000	SH		SOLE		70,000	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	6,123	146,221	SH		SOLE		146,221	0	0
NEW RESIDENTIAL INVT CORP	COM NEW	64828T201	2,312	167,000	SH		SOLE		167,000	0	0
NEW SR INVT GROUP INC	COM	648691103	2,617	245,000	SH		SOLE		245,000	0	0
NEWELL BRANDS INC	COM	651229106	61,235	1,260,763	SH		SOLE		1,260,763	0	0
NEWFIELD EXPL CO	COM	651290108	5,302	120,000	SH		SOLE		120,000	0	0
NEWMONT MINING CORP	COM	651639106	3,130	80,000	SH		SOLE		80,000	0	0
NEWPARK RES INC	COM PAR $.01NEW	651718504	1,274	220,000	SH		SOLE		220,000	0	0
NEWS CORP NEW	CL A	65249B109	2,554	225,000	SH		SOLE		225,000	0	0
NEXPOINT RESIDENTIAL TR INC	COM	65341D102	1,001	55,000	SH		SOLE		55,000	0	0
NEXTERA ENERGY INC	COM	65339F101	104,320	800,000	SH		SOLE		800,000	0	0
NIC INC	COM	62914B100	10,092	460,000	SH		SOLE		460,000	0	0
NIELSEN HLDGS PLC	SHS EUR	G6518L108	7,899	152,000	SH		SOLE		152,000	0	0
NII HLDGS INC	COM PAR $0.001	62913F508	277	86,945	SH		SOLE		86,945	0	0
NIKE INC	CL B	654106103	67,068	1,215,000	SH		SOLE		1,215,000	0	0
NISOURCE INC	COM	65473P105	4,111	155,000	SH		SOLE		155,000	0	0
NOBLE CORP PLC	SHS USD	G65431101	2,390	290,000	SH		SOLE		290,000	0	0
NOBLE ENERGY INC	COM	655044105	7,282	203,000	SH		SOLE		203,000	0	0
NORDSTROM INC	COM	655664100	1,332	35,000	SH		SOLE		35,000	0	0
NORFOLK SOUTHERN CORP	COM	655844108	5,108	60,000	SH		SOLE		60,000	0	0
NORTHERN TR CORP	COM	665859104	10,602	160,000	SH		SOLE		160,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	17,782	80,000	SH		SOLE		80,000	0	0
NORTHSTAR ASSET MGMT GROUP I	COM	66705Y104	1,343	131,564	SH		SOLE		131,564	0	0
NRG ENERGY INC	COM NEW	629377508	3,011	200,890	SH		SOLE		200,890	0	0
NUMEREX CORP PA	CL A	67053A102	449	60,000	SH		SOLE		60,000	0	0
NUVECTRA CORP	COM	67075N108	296	40,000	SH		SOLE		40,000	0	0
NVE CORP	COM NEW	629445206	1,173	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G104	52,181	1,110,000	SH		SOLE		1,110,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	9,585	122,347	SH		SOLE		122,347	0	0
NXSTAGE MEDICAL INC	COM	67072V103	1,663	76,700	SH		SOLE		76,700	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	29,091	385,000	SH		SOLE		385,000	0	0
OCEANEERING INTL INC	COM	675232102	627	21,000	SH		SOLE		21,000	0	0
OCH ZIFF CAP MGMT GROUP	CL A	67551U105	7,220	1,900,000	SH		SOLE		1,900,000	0	0
OFFICE DEPOT INC	COM	676220106	19,860	6,000,000	SH		SOLE		6,000,000	0	0
OGE ENERGY CORP	COM	670837103	3,275	100,000	SH		SOLE		100,000	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	15,078	250,000	SH		SOLE		250,000	0	0
OLLIES BARGAIN OUTLT HLDGS I	COM	681116109	3,870	155,500	SH		SOLE		155,500	0	0
OMEGA HEALTHCARE INVS INC	COM	681936100	4,736	139,500	SH		SOLE		139,500	0	0
OMNICOM GROUP INC	COM	681919106	11,409	140,000	SH		SOLE		140,000	0	0
ONEOK INC NEW	COM	682680103	61,685	1,300,000	SH		SOLE		1,300,000	0	0
ONEOK PARTNERS LP	UNIT LTD PARTN	68268N103	3,281	81,900	SH		SOLE		81,900	0	0
OPHTHOTECH CORP	COM	683745103	893	17,500	SH		SOLE		17,500	0	0
ORACLE CORP	COM	68389X105	33,939	829,200	SH		SOLE		829,200	0	0
ORBITAL ATK INC	COM	68557N103	37,036	435,000	SH		SOLE		435,000	0	0
ORBOTECH LTD	ORD	M75253100	600	23,480	SH		SOLE		23,480	0	0
OSI SYSTEMS INC	COM	671044105	5,522	95,000	SH		SOLE		95,000	0	0
OXFORD INDS INC	COM	691497309	3,284	58,000	SH		SOLE		58,000	0	0
P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR	715684106	27,915	454,200	SH		SOLE		454,200	0	0
PACKAGING CORP AMER	COM	695156109	3,681	55,000	SH		SOLE		55,000	0	0
PALO ALTO NETWORKS INC	COM	697435105	39,245	320,000	SH		SOLE		320,000	0	0
PAMPA ENERGIA S A	SPONS ADR LVL I	697660207	2,012	73,596	SH		SOLE		73,596	0	0
PARAMOUNT GROUP INC	COM	69924R108	319	20,000	SH		SOLE		20,000	0	0
PARKE BANCORP INC	COM	700885106	1,476	114,241	SH		SOLE		114,241	0	0
PARKWAY PPTYS INC	COM	70159Q104	2,426	145,000	SH		SOLE		145,000	0	0
PATTERSON UTI ENERGY INC	COM	703481101	2,580	121,000	SH		SOLE		121,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	33,589	920,000	SH		SOLE		920,000	0	0
PDL BIOPHARMA INC	COM	69329Y104	393	125,000	SH		SOLE		125,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	14,055	535,434	SH		SOLE		535,434	0	0
PENN NATL GAMING INC	COM	707569109	279	20,000	SH		SOLE		20,000	0	0
PENNSYLVANIA RL ESTATE INVT	SH BEN INT	709102107	1,555	72,500	SH		SOLE		72,500	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	5,026	159,750	SH		SOLE		159,750	0	0
PEPSICO INC	COM	713448108	124,438	1,174,600	SH		SOLE		1,174,600	0	0
PERFORMANCE SPORTS GROUP LTD	COM	71377G100	1,223	407,500	SH		SOLE		407,500	0	0
PERION NETWORK LTD	SHS	M78673106	39	33,015	SH		SOLE		33,015	0	0
PERKINELMER INC	COM	714046109	4,194	80,000	SH		SOLE		80,000	0	0
PERRIGO CO PLC	SHS	G97822103	29,014	320,000	SH		SOLE		320,000	0	0
PFIZER INC	COM	717081103	192,501	5,467,236	SH		SOLE		5,467,236	0	0
PG&E CORP	COM	69331C108	15,980	250,000	SH		SOLE		250,000	0	0
PHARMERICA CORP	COM	71714F104	370	15,000	SH		SOLE		15,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	173,026	1,701,000	SH		SOLE		1,701,000	0	0
PHILIPPINE LONG DISTANCE TEL	SPONSORED ADR	718252604	12,948	290,500	SH		SOLE		290,500	0	0
PHILLIPS 66	COM	718546104	17,058	215,000	SH		SOLE		215,000	0	0
PHYSICIANS RLTY TR	COM	71943U104	13,257	631,000	SH		SOLE		631,000	0	0
PIER 1 IMPORTS INC	COM	720279108	925	180,000	SH		SOLE		180,000	0	0
PIMCO DYNAMIC CR INCOME FD	COM SHS	72202D106	11,861	620,000	SH		SOLE		620,000	0	0
PINNACLE FOODS INC DEL	COM	72348P104	12,035	260,000	SH		SOLE		260,000	0	0
PINNACLE WEST CAP CORP	COM	723484101	3,648	45,000	SH		SOLE		45,000	0	0
PIONEER NAT RES CO	COM	723787107	12,248	81,000	SH		SOLE		81,000	0	0
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	726503105	2,125	77,300	SH		SOLE		77,300	0	0
PLANET FITNESS INC	CL A	72703H101	2,171	115,000	SH		SOLE		115,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	90,101	1,107,031	SH		SOLE		1,107,031	0	0
POTLATCH CORP NEW	COM	737630103	4,263	125,000	SH		SOLE		125,000	0	0
POWER SOLUTIONS INTL INC	COM NEW	73933G202	6,783	380,000	SH		SOLE		380,000	0	0
POWERSHARES DB CMDTY IDX TRA	UNIT BEN INT	73935S105	41,445	2,700,000	SH		SOLE		2,700,000	0	0
PPG INDS INC	COM	693506107	16,664	160,000	SH		SOLE		160,000	0	0
PPL CORP	COM	69351T106	63,231	1,675,000	SH		SOLE		1,675,000	0	0
PRAXAIR INC	COM	74005P104	22,478	200,000	SH		SOLE		200,000	0	0
PREFERRED APT CMNTYS INC	COM	74039L103	4,710	320,000	SH		SOLE		320,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	10,909	149,500	SH		SOLE		149,500	0	0
PRIMERICA INC	COM	74164M108	29,765	520,000	SH		SOLE		520,000	0	0
PROCTER & GAMBLE CO	COM	742718109	224,710	2,653,945	SH		SOLE		2,653,945	0	0
PROGRESSIVE CORP OHIO	COM	743315103	10,050	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	36,583	746,000	SH		SOLE		746,000	0	0
PROS HOLDINGS INC	COM	74346Y103	9,935	570,000	SH		SOLE		570,000	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	982	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	95,489	1,338,500	SH		SOLE		1,338,500	0	0
PTC INC	COM	69370C100	77,039	2,050,000	SH		SOLE		2,050,000	0	0
PUBLIC STORAGE	COM	74460D109	11,137	43,575	SH		SOLE		43,575	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	13,517	290,000	SH		SOLE		290,000	0	0
PUMA BIOTECHNOLOGY INC	COM	74587V107	770	25,833	SH		SOLE		25,833	0	0
PVH CORP	COM	693656100	3,157	33,500	SH		SOLE		33,500	0	0
QEP RES INC	COM	74733V100	2,821	160,000	SH		SOLE		160,000	0	0
QIHOO 360 TECHNOLOGY CO LTD	ADS	74734M109	556	7,600	SH		SOLE		7,600	0	0
QORVO INC	COM	74736K101	34,261	620,000	SH		SOLE		620,000	0	0
QTS RLTY TR INC	COM CL A	74736A103	6,914	123,500	SH		SOLE		123,500	0	0
QUALCOMM INC	COM	747525103	94,283	1,760,000	SH		SOLE		1,760,000	0	0
QUANTA SVCS INC	COM	74762E102	4,624	200,000	SH		SOLE		200,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	3,256	40,000	SH		SOLE		40,000	0	0
QUESTAR CORP	COM	748356102	761	30,000	SH		SOLE		30,000	0	0
QUORUM HEALTH CORP	COM	74909E106	720	67,185	SH		SOLE		67,185	0	0
RANGE RES CORP	COM	75281A109	7,550	175,000	SH		SOLE		175,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	34,510	700,000	SH		SOLE		700,000	0	0
RAYONIER ADVANCED MATLS INC	COM	75508B104	336	24,750	SH		SOLE		24,750	0	0
RAYONIER INC	COM	754907103	1,574	60,000	SH		SOLE		60,000	0	0
RAYTHEON CO	COM NEW	755111507	40,785	300,000	SH		SOLE		300,000	0	0
RED HAT INC	COM	756577102	7,260	100,000	SH		SOLE		100,000	0	0
REDWOOD TR INC	COM	758075402	1,864	135,000	SH		SOLE		135,000	0	0
REGAL ENTMT GROUP	CL A	758766109	7,273	330,000	SH		SOLE		330,000	0	0
REGENCY CTRS CORP	COM	758849103	4,103	49,000	SH		SOLE		49,000	0	0
REINSURANCE GROUP AMER INC	COM NEW	759351604	3,421	35,272	SH		SOLE		35,272	0	0
REPUBLIC SVCS INC	COM	760759100	257	5,000	SH		SOLE		5,000	0	0
RESMED INC	COM	761152107	1,973	31,200	SH		SOLE		31,200	0	0
RESTORATION HARDWARE HLDGS I	COM	761283100	1,718	59,900	SH		SOLE		59,900	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	15,473	714,000	SH		SOLE		714,000	0	0
REVANCE THERAPEUTICS INC	COM	761330109	354	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	9,069	430,000	SH		SOLE		430,000	0	0
REXNORD CORP NEW	COM	76169B102	31,015	1,580,000	SH		SOLE		1,580,000	0	0
REYNOLDS AMERICAN INC	COM	761713106	95,240	1,766,000	SH		SOLE		1,766,000	0	0
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	1,227	550,000	SH		SOLE		550,000	0	0
RITE AID CORP	COM	767754104	16,478	2,200,000	SH		SOLE		2,200,000	0	0
ROBERT HALF INTL INC	COM	770323103	2,221	58,200	SH		SOLE		58,200	0	0
ROUSE PPTYS INC	COM	779287101	1,460	80,000	SH		SOLE		80,000	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	5,563	315,000	SH		SOLE		315,000	0	0
ROYAL BK OF SCOTLAND PLC	DEBT 7.500%12/3	780099CJ4	1,510	1,650,000	SH		SOLE		1,650,000	0	0
ROYAL BK OF SCOTLAND PLC	NOTE 8.000%12/3	780099CK1	187	200,000	SH		SOLE		200,000	0	0
RPM INTL INC	COM	749685103	12,987	260,000	SH		SOLE		260,000	0	0
RYDER SYS INC	COM	783549108	2,446	40,000	SH		SOLE		40,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	11,050	535,500	SH		SOLE		535,500	0	0
SABRE CORP	COM	78573M104	2,066	77,100	SH		SOLE		77,100	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	3,123	250,000	SH		SOLE		250,000	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	3,084	78,000	SH		SOLE		78,000	0	0
SAIA INC	COM	78709Y105	503	20,000	SH		SOLE		20,000	0	0
SALESFORCE COM INC	COM	79466L302	59,303	746,800	SH		SOLE		746,800	0	0
SBA COMMUNICATIONS CORP	COM	78388J106	11,873	110,000	SH		SOLE		110,000	0	0
SCANA CORP NEW	COM	80589M102	5,675	75,000	SH		SOLE		75,000	0	0
SCHEIN HENRY INC	COM	806407102	9,724	55,000	SH		SOLE		55,000	0	0
SCHLUMBERGER LTD	COM	806857108	13,731	173,640	SH		SOLE		173,640	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	11,896	470,000	SH		SOLE		470,000	0	0
SEALED AIR CORP NEW	COM	81211K100	6,896	150,000	SH		SOLE		150,000	0	0
SEAWORLD ENTMT INC	COM	81282V100	24,361	1,700,000	SH		SOLE		1,700,000	0	0
SEMPRA ENERGY	COM	816851109	13,682	120,000	SH		SOLE		120,000	0	0
SEQUENTIAL BRNDS GROUP INC N	COM	81734P107	11,006	1,379,200	SH		SOLE		1,379,200	0	0
SERVICENOW INC	COM	81762P102	5,312	80,000	SH		SOLE		80,000	0	0
SHERWIN WILLIAMS CO	COM	824348106	3,891	13,250	SH		SOLE		13,250	0	0
SHOPIFY INC	CL A	82509L107	1,092	35,515	SH		SOLE		35,515	0	0
SI FINL GROUP INC MD	COM	78425V104	357	26,943	SH		SOLE		26,943	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	1,874	15,000	SH		SOLE		15,000	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	5,892	71,500	SH		SOLE		71,500	0	0
SILICONWARE PRECISION INDS L	SPONSD ADR SPL	827084864	493	64,400	SH		SOLE		64,400	0	0
SILVER BAY RLTY TR CORP	COM	82735Q102	426	25,000	SH		SOLE		25,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	109,622	505,405	SH		SOLE		505,405	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	3,434	115,000	SH		SOLE		115,000	0	0
SKECHERS U S A INC	CL A	830566105	8,871	298,500	SH		SOLE		298,500	0	0
SL GREEN RLTY CORP	COM	78440X101	19,084	179,250	SH		SOLE		179,250	0	0
SM ENERGY CO	COM	78454L100	810	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	9,839	64,556	SH		SOLE		64,556	0	0
SNYDERS-LANCE INC	COM	833551104	3,728	110,000	SH		SOLE		110,000	0	0
SOCIEDAD QUIMICA MINERA DE C	SPON ADR SER B	833635105	341	13,800	SH		SOLE		13,800	0	0
SOLAR CAP LTD	COM	83413U100	11,430	600,000	SH		SOLE		600,000	0	0
SONIC AUTOMOTIVE INC	CL A	83545G102	2,053	120,000	SH		SOLE		120,000	0	0
SOUFUN HLDGS LTD	ADR	836034108	98	19,447	SH		SOLE		19,447	0	0
SOUTH JERSEY INDS INC	COM	838518108	1,581	50,000	SH		SOLE		50,000	0	0
SOUTHERN CO	COM	842587107	22,525	420,000	SH		SOLE		420,000	0	0
SOUTHERN COPPER CORP	COM	84265V105	289	10,710	SH		SOLE		10,710	0	0
SOUTHWEST AIRLS CO	COM	844741108	72,539	1,850,000	SH		SOLE		1,850,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	2,139	170,000	SH		SOLE		170,000	0	0
SOVRAN SELF STORAGE INC	COM	84610H108	14,268	136,000	SH		SOLE		136,000	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	3,796	30,000	SH		SOLE		30,000	0	0
SPDR SERIES TRUST	S&P OILGAS EXP	78464A730	10,095	290,000	SH		SOLE		290,000	0	0
SPECTRA ENERGY CORP	COM	847560109	13,736	375,000	SH		SOLE		375,000	0	0
SPECTRA ENERGY PARTNERS LP	COM	84756N109	2,949	62,500	SH		SOLE		62,500	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	36,765	855,000	SH		SOLE		855,000	0	0
SPIRIT AIRLS INC	COM	848577102	3,814	85,000	SH		SOLE		85,000	0	0
SPIRIT RLTY CAP INC NEW	COM	84860W102	2,362	185,000	SH		SOLE		185,000	0	0
ST JUDE MED INC	COM	790849103	54,600	700,000	SH		SOLE		700,000	0	0
STAG INDL INC	COM	85254J102	6,310	265,000	SH		SOLE		265,000	0	0
STAMPS COM INC	COM NEW	852857200	24,477	280,000	SH		SOLE		280,000	0	0
STAR BULK CARRIERS CORP	SHS PAR	Y8162K204	95	31,980	SH		SOLE		31,980	0	0
STARBUCKS CORP	COM	855244109	49,123	860,000	SH		SOLE		860,000	0	0
STARWOOD PPTY TR INC	COM	85571B105	7,542	364,000	SH		SOLE		364,000	0	0
STATE STR CORP	COM	857477103	15,098	280,000	SH		SOLE		280,000	0	0
STEEL DYNAMICS INC	COM	858119100	368	15,000	SH		SOLE		15,000	0	0
STEELCASE INC	CL A	858155203	909	67,000	SH		SOLE		67,000	0	0
STERICYCLE INC	COM	858912108	8,330	80,000	SH		SOLE		80,000	0	0
STIFEL FINL CORP	COM	860630102	18,870	600,000	SH		SOLE		600,000	0	0
STRATASYS LTD	SHS	M85548101	20,601	900,000	SH		SOLE		900,000	0	0
STRYKER CORP	COM	863667101	5,392	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	865646103	910	548,000	SH		SOLE		548,000	0	0
SUMMIT MATLS INC	CL A	86614U100	9,730	475,600	SH		SOLE		475,600	0	0
SUN CMNTYS INC	COM	866674104	13,029	170,000	SH		SOLE		170,000	0	0
SUNOCO LOGISTICS PRTNRS L P	COM UNITS	86764L108	2,809	97,700	SH		SOLE		97,700	0	0
SUNOCO LP	COM U REP LP	86765K109	2,342	78,200	SH		SOLE		78,200	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	520	43,084	SH		SOLE		43,084	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	2,762	150,000	SH		SOLE		150,000	0	0
SVB FINL GROUP	COM	78486Q101	9,040	95,000	SH		SOLE		95,000	0	0
SWIFT TRANSN CO	CL A	87074U101	154	10,000	SH		SOLE		10,000	0	0
SYMANTEC CORP	COM	871503108	4,930	240,000	SH		SOLE		240,000	0	0
SYNCHRONY FINL	COM	87165B103	55,607	2,199,648	SH		SOLE		2,199,648	0	0
SYNOPSYS INC	COM	871607107	9,734	180,000	SH		SOLE		180,000	0	0
SYSCO CORP	COM	871829107	16,896	333,000	SH		SOLE		333,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	101,128	3,855,411	SH		SOLE		3,855,411	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	1,081	28,500	SH		SOLE		28,500	0	0
TAL ED GROUP	ADS REPSTG COM	874080104	4,764	76,775	SH		SOLE		76,775	0	0
TAL INTL GROUP INC	COM	874083108	17,969	1,340,000	SH		SOLE		1,340,000	0	0
TALEN ENERGY CORP	COM	87422J105	407	30,000	SH		SOLE		30,000	0	0
TARGET CORP	COM	87612E106	24,778	354,880	SH		SOLE		354,880	0	0
TASER INTL INC	COM	87651B104	39,808	1,600,000	SH		SOLE		1,600,000	0	0
TATA MTRS LTD	SPONSORED ADR	876568502	2,889	83,315	SH		SOLE		83,315	0	0
TAUBMAN CTRS INC	COM	876664103	1,261	17,000	SH		SOLE		17,000	0	0
TAYLOR MORRISON HOME CORP	CL A	87724P106	816	55,000	SH		SOLE		55,000	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	23,186	406,000	SH		SOLE		406,000	0	0
TECO ENERGY INC	COM	872375100	829	30,000	SH		SOLE		30,000	0	0
TELECOM ARGENTINA S A	SPON ADR REP B	879273209	229	12,500	SH		SOLE		12,500	0	0
TELEFONICA BRASIL SA	SPONSORED ADR	87936R106	9,129	671,245	SH		SOLE		671,245	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	55,626	2,012,500	SH		SOLE		2,012,500	0	0
TERRENO RLTY CORP	COM	88146M101	4,657	180,000	SH		SOLE		180,000	0	0
TEVA PHARMACEUTICAL INDS LTD	ADR	881624209	31,399	625,100	SH		SOLE		625,100	0	0
TEXAS INSTRS INC	COM	882508104	43,542	695,000	SH		SOLE		695,000	0	0
TEXTRON INC	COM	883203101	7,312	200,000	SH		SOLE		200,000	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	3,641	160,459	SH		SOLE		160,459	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	12,560	85,000	SH		SOLE		85,000	0	0
THOR INDS INC	COM	885160101	4,532	70,000	SH		SOLE		70,000	0	0
TIME WARNER INC	COM NEW	887317303	41,918	570,000	SH		SOLE		570,000	0	0
TITAN INTL INC ILL	COM	88830M102	3,844	620,000	SH		SOLE		620,000	0	0
TIVO INC	COM	888706108	2,970	300,000	SH		SOLE		300,000	0	0
TJX COS INC NEW	COM	872540109	30,120	390,000	SH		SOLE		390,000	0	0
TOLL BROTHERS INC	COM	889478103	60,413	2,245,000	SH		SOLE		2,245,000	0	0
TOOTSIE ROLL INDS INC	COM	890516107	3,624	94,069	SH		SOLE		94,069	0	0
TOTAL SYS SVCS INC	COM	891906109	6,687	125,900	SH		SOLE		125,900	0	0
TPG SPECIALTY LENDING INC	COM	87265K102	122,350	7,366,063	SH		SOLE		7,366,063	0	0
TRACTOR SUPPLY CO	COM	892356106	6,383	70,000	SH		SOLE		70,000	0	0
TRANSGLOBE ENERGY CORP	COM	893662106	42	22,907	SH		SOLE		22,907	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	2,735	230,000	SH		SOLE		230,000	0	0
TRAVELCENTERS AMER LLC	COM	894174101	12,077	1,480,000	SH		SOLE		1,480,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	18,641	156,595	SH		SOLE		156,595	0	0
TREX CO INC	COM	89531P105	18,462	411,000	SH		SOLE		411,000	0	0
TRI POINTE GROUP INC	COM	87265H109	4,176	353,336	SH		SOLE		353,336	0	0
TRINITY INDS INC	COM	896522109	13,463	725,000	SH		SOLE		725,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	24,850	700,000	SH		SOLE		700,000	0	0
TSAKOS ENERGY NAVIGATION LTD	SHS	G9108L108	54	11,600	SH		SOLE		11,600	0	0
TUPPERWARE BRANDS CORP	COM	899896104	5,853	104,000	SH		SOLE		104,000	0	0
TWENTY FIRST CENTY FOX INC	CL A	90130A101	29,755	1,100,000	SH		SOLE		1,100,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	5,450	200,000	SH		SOLE		200,000	0	0
TWITTER INC	COM	90184L102	10,146	600,000	SH		SOLE		600,000	0	0
TYCO INTL PLC	SHS	G91442106	11,502	270,000	SH		SOLE		270,000	0	0
U S G CORP	COM NEW	903293405	2,696	100,000	SH		SOLE		100,000	0	0
UCP INC	CL A	90265Y106	510	63,534	SH		SOLE		63,534	0	0
ULTA SALON COSMETCS & FRAG I	COM	90384S303	8,332	34,200	SH		SOLE		34,200	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	1,138	200,000	SH		SOLE		200,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	460	9,400	SH		SOLE		9,400	0	0
UMH PPTYS INC	COM	903002103	3,116	277,000	SH		SOLE		277,000	0	0
UNDER ARMOUR INC	CL C	904311206	51,352	1,410,782	SH		SOLE		1,410,782	0	0
UNION PAC CORP	COM	907818108	31,846	365,000	SH		SOLE		365,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	56,430	1,375,000	SH		SOLE		1,375,000	0	0
UNITED MICROELECTRONICS CORP	SPON ADR NEW	910873405	486	244,000	SH		SOLE		244,000	0	0
UNITED NAT FOODS INC	COM	911163103	5,148	110,000	SH		SOLE		110,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	66,248	615,000	SH		SOLE		615,000	0	0
UNITED RENTALS INC	COM	911363109	21,472	320,000	SH		SOLE		320,000	0	0
UNITED STATES STL CORP NEW	COM	912909108	337	20,000	SH		SOLE		20,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	111,780	1,090,000	SH		SOLE		1,090,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	52,926	374,828	SH		SOLE		374,828	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	29,696	438,000	SH		SOLE		438,000	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	8,717	65,000	SH		SOLE		65,000	0	0
URBAN EDGE PPTYS	COM	91704F104	948	31,750	SH		SOLE		31,750	0	0
URBAN OUTFITTERS INC	COM	917047102	1,829	66,500	SH		SOLE		66,500	0	0
US BANCORP DEL	COM NEW	902973304	38,946	965,671	SH		SOLE		965,671	0	0
VALE S A	ADR	91912E105	4,098	809,972	SH		SOLE		809,972	0	0
VALEANT PHARMACEUTICALS INTL	COM	91911K102	403	20,000	SH		SOLE		20,000	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	9,945	195,000	SH		SOLE		195,000	0	0
VALSPAR CORP	COM	920355104	3,781	35,000	SH		SOLE		35,000	0	0
VANECK VECTORS ETF TR	RUSSIA ETF	92189F403	2,446	140,400	SH		SOLE		140,400	0	0
VANECK VECTORS ETF TR	INDIA SMALL CAP	92189F767	3,040	71,738	SH		SOLE		71,738	0	0
VANGUARD INDEX FDS	REIT ETF	922908553	63,106	711,700	SH		SOLE		711,700	0	0
VECTREN CORP	COM	92240G101	1,053	20,000	SH		SOLE		20,000	0	0
VEDANTA LTD	SPONSORED ADR	92242Y100	600	76,200	SH		SOLE		76,200	0	0
VENTAS INC	COM	92276F100	20,951	287,700	SH		SOLE		287,700	0	0
VEREIT INC	COM	92339V100	3,549	350,000	SH		SOLE		350,000	0	0
VERIFONE SYS INC	COM	92342Y109	2,086	112,500	SH		SOLE		112,500	0	0
VERISIGN INC	COM	92343E102	8,862	102,500	SH		SOLE		102,500	0	0
VERISK ANALYTICS INC	COM	92345Y106	6,081	75,000	SH		SOLE		75,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	246,616	4,416,468	SH		SOLE		4,416,468	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	21,505	250,000	SH		SOLE		250,000	0	0
VIACOM INC NEW	CL B	92553P201	40,641	980,000	SH		SOLE		980,000	0	0
VIMPELCOM LTD	SPONSORED ADR	92719A106	160	41,200	SH		SOLE		41,200	0	0
VIPSHOP HLDGS LTD	SPONSORED ADR	92763W103	349	31,189	SH		SOLE		31,189	0	0
VISA INC	COM CL A	92826C839	203,226	2,740,000	SH		SOLE		2,740,000	0	0
VISTA OUTDOOR INC	COM	928377100	2,148	45,000	SH		SOLE		45,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	6,257	62,500	SH		SOLE		62,500	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	36,372	436,800	SH		SOLE		436,800	0	0
WAL-MART STORES INC	COM	931142103	101,060	1,384,000	SH		SOLE		1,384,000	0	0
WASTE MGMT INC DEL	COM	94106L109	13,254	200,000	SH		SOLE		200,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	26,800	460,000	SH		SOLE		460,000	0	0
WAYFAIR INC	CL A	94419L101	27,612	708,000	SH		SOLE		708,000	0	0
WCI CMNTYS INC	COM PAR $0.01	92923C807	2,366	140,000	SH		SOLE		140,000	0	0
WEB COM GROUP INC	COM	94733A104	2,182	120,000	SH		SOLE		120,000	0	0
WEC ENERGY GROUP INC	COM	92939U106	9,952	152,400	SH		SOLE		152,400	0	0
WEIGHT WATCHERS INTL INC NEW	COM	948626106	18,027	1,550,000	SH		SOLE		1,550,000	0	0
WELLS FARGO & CO NEW	COM	949746101	316,590	6,689,000	SH		SOLE		6,689,000	0	0
WELLS FARGO MULTI SECTOR INC	WF MLT SECTR INC	94987D101	759	60,000	SH		SOLE		60,000	0	0
WELLTOWER INC	COM	95040Q104	24,984	328,000	SH		SOLE		328,000	0	0
WESCO AIRCRAFT HLDGS INC	COM	950814103	738	55,000	SH		SOLE		55,000	0	0
WESTERN ASSET HGH YLD DFNDFD	COM	95768B107	5,212	347,000	SH		SOLE		347,000	0	0
WESTERN DIGITAL CORP	COM	958102105	9,604	203,209	SH		SOLE		203,209	0	0
WESTERN GAS PARTNERS LP	COM UNIT LP IN	958254104	3,145	62,400	SH		SOLE		62,400	0	0
WESTROCK CO	COM	96145D105	40,814	1,050,000	SH		SOLE		1,050,000	0	0
WEYERHAEUSER CO	COM	962166104	59,624	2,002,830	SH		SOLE		2,002,830	0	0
WGL HLDGS INC	COM	92924F106	1,770	25,000	SH		SOLE		25,000	0	0
WHEELER REAL ESTATE INVT TR	COM	963025101	246	160,000	SH		SOLE		160,000	0	0
WHIRLPOOL CORP	COM	963320106	7,874	47,250	SH		SOLE		47,250	0	0
WHITESTONE REIT	COM	966084204	7,035	466,500	SH		SOLE		466,500	0	0
WHOLE FOODS MKT INC	COM	966837106	5,123	160,000	SH		SOLE		160,000	0	0
WILLIAMS COS INC DEL	COM	969457100	12,221	565,000	SH		SOLE		565,000	0	0
WIPRO LTD	SPON ADR 1 SH	97651M109	1,240	100,300	SH		SOLE		100,300	0	0
WISDOMTREE TR	EUROPE HEDGED EQ	97717X701	85,901	1,700,000	SH		SOLE		1,700,000	0	0
WNS HOLDINGS LTD	SPON ADR	92932M101	316	11,700	SH		SOLE		11,700	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	3,314	180,000	SH		SOLE		180,000	0	0
WP GLIMCHER IN	COM	92939N102	1,535	137,188	SH		SOLE		137,188	0	0
WPX ENERGY INC	COM	98212B103	1,722	185,000	SH		SOLE		185,000	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W108	8,619	121,000	SH		SOLE		121,000	0	0
XCEL BRANDS INC	COM NEW	98400M101	2,523	501,619	SH		SOLE		501,619	0	0
XCEL ENERGY INC	COM	98389B100	11,643	260,000	SH		SOLE		260,000	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	385	65,000	SH		SOLE		65,000	0	0
XL GROUP PLC	SHS	G98290102	9,327	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	983772104	7,146	410,000	SH		SOLE		410,000	0	0
YAHOO INC	COM	984332106	52,584	1,400,000	SH		SOLE		1,400,000	0	0
YANDEX N V	SHS CLASS A	N97284108	9,944	455,117	SH		SOLE		455,117	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	9,919	516,600	SH		SOLE		516,600	0	0
YUM BRANDS INC	COM	988498101	9,370	113,000	SH		SOLE		113,000	0	0
ZAIS FINL CORP	COM	98886K108	2,043	149,000	SH		SOLE		149,000	0	0
ZELTIQ AESTHETICS INC	COM	98933Q108	6,559	240,000	SH		SOLE		240,000	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	8,487	70,500	SH		SOLE		70,500	0	0
ZOETIS INC	CL A	98978V103	63,275	1,333,234	SH		SOLE		1,333,234	0	0
ZYNGA INC	CL A	98986T108	5,714	2,294,800	SH		SOLE		2,294,800	0	0