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	7,806	92,900	SH		SOLE		92,900	0	0
3M CO	COM	88579Y101	39,514	180,000	SH		SOLE		180,000	0	0
51JOB INC	SP ADR REP COM	316827104	3,857	44,832	SH		SOLE		44,832	0	0
58 COM INC	SPON ADR REP A	31680Q104	2,286	28,625	SH		SOLE		28,625	0	0
ABBOTT LABS	COM	002824100	56,915	949,850	SH		SOLE		949,850	0	0
ABBVIE INC	COM	00287Y109	170,465	1,801,000	SH		SOLE		1,801,000	0	0
ABM INDS INC	COM	000957100	2,511	75,000	SH		SOLE		75,000	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	34,478	880,000	SH		SOLE		880,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	13,216	537,246	SH		SOLE		537,246	0	0
ACCELERON PHARMA INC	COM	00434H108	2,072	53,000	SH		SOLE		53,000	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	31,744	206,800	SH		SOLE		206,800	0	0
ACCO BRANDS CORP	COM	00081T108	2,661	212,000	SH		SOLE		212,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	2,129	90,000	SH		SOLE		90,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	44,760	663,500	SH		SOLE		663,500	0	0
ACUITY BRANDS INC	COM	00508Y102	13,919	100,000	SH		SOLE		100,000	0	0
ADAMAS PHARMACEUTICALS INC	COM	00548A106	2,235	93,500	SH		SOLE		93,500	0	0
ADAMIS PHARMACEUTICALS CORP	COM NEW	00547W208	103	29,338	SH		SOLE		29,338	0	0
ADAPTIMMUNE THERAPEUTICS PLC	SPONDS ADR	00653A107	270	24,000	SH		SOLE		24,000	0	0
ADECOAGRO S A	COM	L00849106	189	25,100	SH		SOLE		25,100	0	0
ADOBE SYS INC	COM	00724F101	33,752	156,200	SH		SOLE		156,200	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	26,130	2,600,000	SH		SOLE		2,600,000	0	0
ADVANCED SEMICONDUCTOR ENGR	SPONSORED ADR	00756M404	8,998	1,239,348	SH		SOLE		1,239,348	0	0
ADVANSIX INC	COM	00773T101	543	15,600	SH		SOLE		15,600	0	0
AECOM	COM	00766T100	64,134	1,800,000	SH		SOLE		1,800,000	0	0
AES CORP	COM	00130H105	3,184	280,000	SH		SOLE		280,000	0	0
AETNA INC NEW	COM	00817Y108	74,380	440,120	SH		SOLE		440,120	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	28,816	152,000	SH		SOLE		152,000	0	0
AFLAC INC	COM	001055102	29,757	680,000	SH		SOLE		680,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	11,039	165,000	SH		SOLE		165,000	0	0
AGREE REALTY CORP	COM	008492100	21,894	455,750	SH		SOLE		455,750	0	0
AIR PRODS & CHEMS INC	COM	009158106	27,830	175,000	SH		SOLE		175,000	0	0
AK STL HLDG CORP	COM	001547108	75,130	16,585,000	SH		SOLE		16,585,000	0	0
ALASKA AIR GROUP INC	COM	011659109	42,442	685,000	SH		SOLE		685,000	0	0
ALBEMARLE CORP	COM	012653101	46,834	505,000	SH		SOLE		505,000	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	3,022	130,652	SH		SOLE		130,652	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	24,596	196,950	SH		SOLE		196,950	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	29,537	265,000	SH		SOLE		265,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	159,148	867,106	SH		SOLE		867,106	0	0
ALKERMES PLC	SHS	G01767105	8,404	145,000	SH		SOLE		145,000	0	0
ALLEGHANY CORP DEL	COM	017175100	5,868	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	592	25,000	SH		SOLE		25,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	1,706	20,000	SH		SOLE		20,000	0	0
ALLERGAN PLC	SHS	G0177J108	98,568	585,702	SH		SOLE		585,702	0	0
ALLIANCE ONE INTL INC	COM NEW	018772301	1,563	60,000	SH		SOLE		60,000	0	0
ALLIANT ENERGY CORP	COM	018802108	2,860	70,000	SH		SOLE		70,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	865	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	24,748	261,054	SH		SOLE		261,054	0	0
ALPHABET INC	CAP STK CL C	02079K107	638,678	619,000	SH		SOLE		619,000	0	0
ALTABA INC	COM	021346101	20,731	280,000	SH		SOLE		280,000	0	0
ALTAIR ENGR INC	COM CL A	021369103	784	25,000	SH		SOLE		25,000	0	0
ALTRIA GROUP INC	COM	02209S103	140,345	2,252,000	SH		SOLE		2,252,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	1,333	66,167	SH		SOLE		66,167	0	0
AMAZON COM INC	COM	023135106	769,985	532,000	SH		SOLE		532,000	0	0
AMBEV SA	SPONSORED ADR	02319V103	24,895	3,424,357	SH		SOLE		3,424,357	0	0
AMEREN CORP	COM	023608102	5,040	89,000	SH		SOLE		89,000	0	0
AMERESCO INC	CL A	02361E108	1,625	125,000	SH		SOLE		125,000	0	0
AMERICA MOVIL SAB DE CV	SPON ADR L SHS	02364W105	34,299	1,796,710	SH		SOLE		1,796,710	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	6,495	125,000	SH		SOLE		125,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	15,703	470,000	SH		SOLE		470,000	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	1,522	100,000	SH		SOLE		100,000	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	11,431	296,001	SH		SOLE		296,001	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	1,794	90,000	SH		SOLE		90,000	0	0
AMERICAN ELEC PWR INC	COM	025537101	42,217	615,500	SH		SOLE		615,500	0	0
AMERICAN EXPRESS CO	COM	025816109	37,312	400,000	SH		SOLE		400,000	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	3,338	166,250	SH		SOLE		166,250	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	83,916	1,542,000	SH		SOLE		1,542,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	81,172	558,500	SH		SOLE		558,500	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	1,232	15,000	SH		SOLE		15,000	0	0
AMERICOLD RLTY TR	COM	03064D108	1,526	80,000	SH		SOLE		80,000	0	0
AMERIPRISE FINL INC	COM	03076C106	73,526	497,000	SH		SOLE		497,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	13,363	155,000	SH		SOLE		155,000	0	0
AMGEN INC	COM	031162100	40,988	240,431	SH		SOLE		240,431	0	0
ANADARKO PETE CORP	COM	032511107	18,896	312,800	SH		SOLE		312,800	0	0
ANALOG DEVICES INC	COM	032654105	63,791	700,000	SH		SOLE		700,000	0	0
ANAPTYSBIO INC	COM	032724106	5,724	55,000	SH		SOLE		55,000	0	0
ANDEAVOR LOGISTICS LP	COM UNIT LP INT	03350F106	10,826	241,600	SH		SOLE		241,600	0	0
ANGIODYNAMICS INC	COM	03475V101	1,121	65,000	SH		SOLE		65,000	0	0
ANSYS INC	COM	03662Q105	5,798	37,000	SH		SOLE		37,000	0	0
ANTERO MIDSTREAM GP LP	COM SHS REPSTG	03675Y103	1,665	104,100	SH		SOLE		104,100	0	0
ANTERO MIDSTREAM PARTNERS LP	UNT LTD PARTN	03673L103	3,855	148,900	SH		SOLE		148,900	0	0
ANTHEM INC	COM	036752103	10,985	50,000	SH		SOLE		50,000	0	0
AON PLC	SHS CL A	G0408V102	35,083	250,000	SH		SOLE		250,000	0	0
APACHE CORP	COM	037411105	72,989	1,896,800	SH		SOLE		1,896,800	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	8,639	212,000	SH		SOLE		212,000	0	0
APPLE INC	COM	037833100	729,843	4,350,000	SH		SOLE		4,350,000	0	0
APPLIED MATLS INC	COM	038222105	84,249	1,515,000	SH		SOLE		1,515,000	0	0
APTIV PLC	SHS	G6095L109	8,667	102,000	SH		SOLE		102,000	0	0
AQUA AMERICA INC	COM	03836W103	2,555	75,000	SH		SOLE		75,000	0	0
ARBOR RLTY TR INC	COM	038923108	2,637	299,000	SH		SOLE		299,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	28,977	338,556	SH		SOLE		338,556	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	8,068	186,026	SH		SOLE		186,026	0	0
ARCONIC INC	COM	03965L100	23,040	1,000,000	SH		SOLE		1,000,000	0	0
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	G0457F107	363	39,700	SH		SOLE		39,700	0	0
ARES CAP CORP	COM	04010L103	28,566	1,800,000	SH		SOLE		1,800,000	0	0
ARMO BIOSCIENCES INC	COM	04225U104	3,741	100,000	SH		SOLE		100,000	0	0
ARQULE INC	COM	04269E107	311	108,040	SH		SOLE		108,040	0	0
ARRAY BIOPHARMA INC	COM	04269X105	4,325	265,000	SH		SOLE		265,000	0	0
ARRIS INTL INC	SHS	G0551A103	7,971	300,000	SH		SOLE		300,000	0	0
ASHFORD HOSPITALITY PRIME IN	COM	044102101	1,045	107,500	SH		SOLE		107,500	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	904	140,000	SH		SOLE		140,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	2,406	30,500	SH		SOLE		30,500	0	0
ASTEC INDS INC	COM	046224101	83,322	1,510,000	SH		SOLE		1,510,000	0	0
AT&T INC	COM	00206R102	167,573	4,700,500	SH		SOLE		4,700,500	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	55,614	920,000	SH		SOLE		920,000	0	0
ATMOS ENERGY CORP	COM	049560105	2,106	25,000	SH		SOLE		25,000	0	0
AU OPTRONICS CORP	SPONSORED ADR	002255107	854	186,900	SH		SOLE		186,900	0	0
AUDIOCODES LTD	ORD	M15342104	185	25,935	SH		SOLE		25,935	0	0
AUTODESK INC	COM	052769106	22,969	182,900	SH		SOLE		182,900	0	0
AUTOHOME INC	SP ADR RP CL A	05278C107	3,881	45,164	SH		SOLE		45,164	0	0
AUTOZONE INC	COM	053332102	5,319	8,200	SH		SOLE		8,200	0	0
AVADEL PHARMACEUTICALS PLC	SPONSORED ADR	05337M104	307	42,090	SH		SOLE		42,090	0	0
AVALONBAY CMNTYS INC	COM	053484101	20,722	126,000	SH		SOLE		126,000	0	0
AVEXIS INC	COM	05366U100	1,854	15,000	SH		SOLE		15,000	0	0
AVON PRODS INC	COM	054303102	15,336	5,400,000	SH		SOLE		5,400,000	0	0
AXALTA COATING SYS LTD	COM	G0750C108	1,962	65,000	SH		SOLE		65,000	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	33	25,000	SH		SOLE		25,000	0	0
BABCOCK & WILCOX ENTERPRIS I	COM	05614L100	874	200,000	SH		SOLE		200,000	0	0
BAIDU INC	SPON ADR REP A	056752108	60,122	269,378	SH		SOLE		269,378	0	0
BAKER HUGHES A GE CO	CL A	05722G100	53,702	1,933,800	SH		SOLE		1,933,800	0	0
BALL CORP	COM	058498106	9,928	250,000	SH		SOLE		250,000	0	0
BALLANTYNE STRONG INC	COM	058516105	2,136	480,000	SH		SOLE		480,000	0	0
BANCO BRADESCO S A	SP ADR PFD NEW	059460303	4,185	352,248	SH		SOLE		352,248	0	0
BANCO MACRO SA	SPON ADR B	05961W105	7,847	72,675	SH		SOLE		72,675	0	0
BANCO SANTANDER CHILE NEW	SP ADR REP COM	05965X109	11,561	344,989	SH		SOLE		344,989	0	0
BANK AMER CORP	COM	060505104	378,894	12,634,000	SH		SOLE		12,634,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	63,854	1,239,167	SH		SOLE		1,239,167	0	0
BANK OF THE OZARKS	COM	063904106	13,033	270,000	SH		SOLE		270,000	0	0
BAOZUN INC	SPONSORED ADR	06684L103	2,478	54,000	SH		SOLE		54,000	0	0
BAXTER INTL INC	COM	071813109	1,951	30,000	SH		SOLE		30,000	0	0
BB&T CORP	COM	054937107	13,687	263,000	SH		SOLE		263,000	0	0
BBVA BANCO FRANCES S A	SPONSORED ADR	07329M100	2,359	103,406	SH		SOLE		103,406	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	3,187	282,000	SH		SOLE		282,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	9,570	600,000	SH		SOLE		600,000	0	0
BECTON DICKINSON & CO	COM	075887109	21,534	99,374	SH		SOLE		99,374	0	0
BEIGENE LTD	SPONSORED ADR	07725L102	5,795	34,492	SH		SOLE		34,492	0	0
BEL FUSE INC	CL B	077347300	1,607	85,000	SH		SOLE		85,000	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	28,415	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	179,532	900,000	SH		SOLE		900,000	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	9,592	175,000	SH		SOLE		175,000	0	0
BIOGEN INC	COM	09062X103	68,040	248,485	SH		SOLE		248,485	0	0
BIOTIME INC	*W EXP 10/01/201	09066L162	1	11,216	SH		SOLE		11,216	0	0
BLACK HILLS CORP	COM	092113109	1,358	25,000	SH		SOLE		25,000	0	0
BLACKROCK INC	COM	09247X101	56,610	104,500	SH		SOLE		104,500	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	51,120	1,600,000	SH		SOLE		1,600,000	0	0
BLUE BUFFALO PET PRODS INC	COM	09531U102	5,772	145,000	SH		SOLE		145,000	0	0
BLUEROCK RESIDENTIAL GRW REI	COM CL A	09627J102	1,275	150,000	SH		SOLE		150,000	0	0
BMC STK HLDGS INC	COM	05591B109	684	35,000	SH		SOLE		35,000	0	0
BOARDWALK PIPELINE PARTNERS	UT LTD PARTNER	096627104	3,338	328,900	SH		SOLE		328,900	0	0
BOEING CO	COM	097023105	49,182	150,000	SH		SOLE		150,000	0	0
BORGWARNER INC	COM	099724106	6,279	125,000	SH		SOLE		125,000	0	0
BOSTON PROPERTIES INC	COM	101121101	26,616	216,000	SH		SOLE		216,000	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	13,387	490,000	SH		SOLE		490,000	0	0
BP MIDSTREAM PARTNERS LP	UNIT LTD PTNR	0556EL109	4,014	225,000	SH		SOLE		225,000	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	8,265	520,500	SH		SOLE		520,500	0	0
BRIGHTCOVE INC	COM	10921T101	695	100,000	SH		SOLE		100,000	0	0
BRIGHTHOUSE FINL INC	COM	10922N103	38,246	744,090	SH		SOLE		744,090	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	115,870	1,831,938	SH		SOLE		1,831,938	0	0
BRITISH AMERN TOB PLC	SPONSORED ADR	110448107	17,934	310,866	SH		SOLE		310,866	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	1,602	105,000	SH		SOLE		105,000	0	0
BROADCOM LTD	SHS	Y09827109	74,230	315,000	SH		SOLE		315,000	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	3,563	91,369	SH		SOLE		91,369	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	4,337	226,000	SH		SOLE		226,000	0	0
BRT APARTMENTS CORP	COM	055645303	353	30,000	SH		SOLE		30,000	0	0
BSQUARE CORP	COM NEW	11776U300	657	154,500	SH		SOLE		154,500	0	0
BUCKEYE PARTNERS L P	UNIT LTD PARTN	118230101	11,722	313,500	SH		SOLE		313,500	0	0
BURLINGTON STORES INC	COM	122017106	21,038	158,000	SH		SOLE		158,000	0	0
BWX TECHNOLOGIES INC	COM	05605H100	6,988	110,000	SH		SOLE		110,000	0	0
CABOT CORP	COM	127055101	4,458	80,000	SH		SOLE		80,000	0	0
CABOT OIL & GAS CORP	COM	127097103	6,834	285,000	SH		SOLE		285,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	6,332	172,200	SH		SOLE		172,200	0	0
CAESARSTONE LTD	ORD SHS	M20598104	1,376	70,000	SH		SOLE		70,000	0	0
CALAVO GROWERS INC	COM	128246105	40,568	440,000	SH		SOLE		440,000	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	931	25,000	SH		SOLE		25,000	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	2,020	24,000	SH		SOLE		24,000	0	0
CAMPING WORLD HLDGS INC	CL A	13462K109	5,463	169,400	SH		SOLE		169,400	0	0
CAPITAL ONE FINL CORP	COM	14040H105	51,743	540,000	SH		SOLE		540,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	1,935	180,000	SH		SOLE		180,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	14,416	230,000	SH		SOLE		230,000	0	0
CARDIOVASCULAR SYS INC DEL	COM	141619106	329	15,000	SH		SOLE		15,000	0	0
CARLISLE COS INC	COM	142339100	33,411	320,000	SH		SOLE		320,000	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	68,203	1,040,000	SH		SOLE		1,040,000	0	0
CARTER INC	COM	146229109	2,603	25,000	SH		SOLE		25,000	0	0
CASEYS GEN STORES INC	COM	147528103	15,368	140,000	SH		SOLE		140,000	0	0
CATERPILLAR INC DEL	COM	149123101	84,006	570,000	SH		SOLE		570,000	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	2,168	19,000	SH		SOLE		19,000	0	0
CBRE GROUP INC	CL A	12504L109	7,720	163,500	SH		SOLE		163,500	0	0
CBS CORP NEW	CL B	124857202	107,919	2,100,000	SH		SOLE		2,100,000	0	0
CELADON GROUP INC	COM	150838100	37	10,000	SH		SOLE		10,000	0	0
CELCUITY INC	COM	15102K100	989	60,000	SH		SOLE		60,000	0	0
CELGENE CORP	COM	151020104	50,850	570,000	SH		SOLE		570,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM	15117B103	1,107	475,000	SH		SOLE		475,000	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	3,005	453,793	SH		SOLE		453,793	0	0
CENTENE CORP DEL	COM	15135B101	1,662	15,550	SH		SOLE		15,550	0	0
CENTERPOINT ENERGY INC	COM	15189T107	3,589	131,000	SH		SOLE		131,000	0	0
CENTRAL PUERTO S A	SPONSORED ADR	155038201	2,711	159,476	SH		SOLE		159,476	0	0
CENTURY CMNTYS INC	COM	156504300	367	12,245	SH		SOLE		12,245	0	0
CENTURYLINK INC	COM	156700106	2,347	142,860	SH		SOLE		142,860	0	0
CERAGON NETWORKS LTD	ORD	M22013102	245	91,077	SH		SOLE		91,077	0	0
CERNER CORP	COM	156782104	9,860	170,000	SH		SOLE		170,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	3,736	35,000	SH		SOLE		35,000	0	0
CHECK POINT SOFTWARE TECH LT	ORD	M22465104	10,292	103,600	SH		SOLE		103,600	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	48,105	900,000	SH		SOLE		900,000	0	0
CHENIERE ENERGY PARTNERS LP	COM UNIT	16411Q101	5,750	197,600	SH		SOLE		197,600	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	18,120	6,000,000	SH		SOLE		6,000,000	0	0
CHESAPEAKE ENERGY CORP	NOTE 5.500% 9/1	165167CY1	65	75,000	SH		SOLE		75,000	0	0
CHEVRON CORP NEW	COM	166764100	186,330	1,633,900	SH		SOLE		1,633,900	0	0
CHICAGO BRIDGE & IRON CO N V	COM	167250109	2,520	175,000	SH		SOLE		175,000	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	23,317	509,654	SH		SOLE		509,654	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	6,139	19,000	SH		SOLE		19,000	0	0
CHUBB LIMITED	COM	H1467J104	38,722	283,114	SH		SOLE		283,114	0	0
CHUNGHWA TELECOM CO LTD	SPON ADR NEW11	17133Q502	3,389	87,198	SH		SOLE		87,198	0	0
CHURCH & DWIGHT INC	COM	171340102	35,504	705,000	SH		SOLE		705,000	0	0
CIENA CORP	COM NEW	171779309	26,418	1,020,000	SH		SOLE		1,020,000	0	0
CIGNA CORPORATION	COM	125509109	21,334	127,182	SH		SOLE		127,182	0	0
CIMAREX ENERGY CO	COM	171798101	5,647	60,400	SH		SOLE		60,400	0	0
CINEMARK HOLDINGS INC	COM	17243V102	10,548	280,000	SH		SOLE		280,000	0	0
CISCO SYS INC	COM	17275R102	192,362	4,485,000	SH		SOLE		4,485,000	0	0
CITIGROUP INC	COM NEW	172967424	201,218	2,981,000	SH		SOLE		2,981,000	0	0
CITIZENS FINL GROUP INC	COM	174610105	8,396	200,000	SH		SOLE		200,000	0	0
CITRIX SYS INC	COM	177376100	4,575	49,300	SH		SOLE		49,300	0	0
CITY OFFICE REIT INC	COM	178587101	3,931	340,000	SH		SOLE		340,000	0	0
CLIPPER RLTY INC	COM	18885T306	1,071	126,500	SH		SOLE		126,500	0	0
CLOROX CO DEL	COM	189054109	6,256	47,000	SH		SOLE		47,000	0	0
CLOVIS ONCOLOGY INC	COM	189464100	13,728	260,000	SH		SOLE		260,000	0	0
CME GROUP INC	COM CL A	12572Q105	29,113	180,000	SH		SOLE		180,000	0	0
CMS ENERGY CORP	COM	125896100	9,443	208,500	SH		SOLE		208,500	0	0
CNX RESOURCES CORPORATION	COM	12653C108	1,543	100,000	SH		SOLE		100,000	0	0
COCA COLA CO	COM	191216100	83,386	1,920,000	SH		SOLE		1,920,000	0	0
COCA COLA EUROPEAN PARTNERS	SHS	G25839104	7,322	175,763	SH		SOLE		175,763	0	0
COCA COLA FEMSA S A B DE C V	SPON ADR REP L	191241108	412	6,200	SH		SOLE		6,200	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	24,304	560,000	SH		SOLE		560,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	4,387	54,500	SH		SOLE		54,500	0	0
COHERENT INC	COM	192479103	26,236	140,000	SH		SOLE		140,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	44,728	624,000	SH		SOLE		624,000	0	0
COLONY NORTHSTAR INC	CL A COM	19625W104	4,473	795,885	SH		SOLE		795,885	0	0
COLUMBIA PPTY TR INC	COM NEW	198287203	788	38,500	SH		SOLE		38,500	0	0
COMCAST CORP NEW	CL A	20030N101	150,348	4,400,000	SH		SOLE		4,400,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	1,064	268,743	SH		SOLE		268,743	0	0
COMMUNITY HEALTHCARE TR INC	COM	20369C106	8,069	313,500	SH		SOLE		313,500	0	0
COMPANIA DE MINAS BUENAVENTU	SPONSORED ADR	204448104	7,307	479,774	SH		SOLE		479,774	0	0
CONAGRA BRANDS INC	COM	205887102	6,177	167,500	SH		SOLE		167,500	0	0
CONCERT PHARMACEUTICALS INC	COM	206022105	916	40,000	SH		SOLE		40,000	0	0
CONOCOPHILLIPS	COM	20825C104	113,072	1,907,100	SH		SOLE		1,907,100	0	0
CONSOLIDATED EDISON INC	COM	209115104	4,521	58,000	SH		SOLE		58,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	43,304	190,000	SH		SOLE		190,000	0	0
CONTROL4 CORP	COM	21240D107	18,473	860,000	SH		SOLE		860,000	0	0
COPA HOLDINGS SA	CL A	P31076105	7,181	55,827	SH		SOLE		55,827	0	0
CORE MARK HOLDING CO INC	COM	218681104	15,945	750,000	SH		SOLE		750,000	0	0
CORNING INC	COM	219350105	11,994	430,200	SH		SOLE		430,200	0	0
COSTAMARE INC	SHS	Y1771G102	192	30,700	SH		SOLE		30,700	0	0
COSTCO WHSL CORP NEW	COM	22160K105	34,294	182,000	SH		SOLE		182,000	0	0
COTY INC	COM CL A	222070203	3,239	177,000	SH		SOLE		177,000	0	0
COUPA SOFTWARE INC	COM	22266L106	570	12,500	SH		SOLE		12,500	0	0
COVANTA HLDG CORP	COM	22282E102	2,900	200,000	SH		SOLE		200,000	0	0
CRAY INC	COM NEW	225223304	29,187	1,410,000	SH		SOLE		1,410,000	0	0
CREDICORP LTD	COM	G2519Y108	30,598	134,774	SH		SOLE		134,774	0	0
CRESTWOOD EQUITY PARTNERS LP	UNIT LTD PARTNER	226344208	1,459	57,000	SH		SOLE		57,000	0	0
CROCS INC	COM	227046109	975	60,000	SH		SOLE		60,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	86,866	792,500	SH		SOLE		792,500	0	0
CROWN HOLDINGS INC	COM	228368106	8,374	165,000	SH		SOLE		165,000	0	0
CSRA INC	COM	12650T104	2,062	50,000	SH		SOLE		50,000	0	0
CSX CORP	COM	126408103	2,786	50,000	SH		SOLE		50,000	0	0
CTRIP COM INTL LTD	AMERICAN DEP SHS	22943F100	4,567	97,965	SH		SOLE		97,965	0	0
CUBESMART	COM	229663109	19,958	707,750	SH		SOLE		707,750	0	0
CUBIC CORP	COM	229669106	53,424	840,000	SH		SOLE		840,000	0	0
CUMMINS INC	COM	231021106	11,346	70,000	SH		SOLE		70,000	0	0
CVS HEALTH CORP	COM	126650100	64,384	1,034,943	SH		SOLE		1,034,943	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	25,444	1,500,250	SH		SOLE		1,500,250	0	0
CYRUSONE INC	COM	23283R100	14,953	292,000	SH		SOLE		292,000	0	0
D R HORTON INC	COM	23331A109	3,529	80,500	SH		SOLE		80,500	0	0
DANA INCORPORATED	COM	235825205	3,864	150,000	SH		SOLE		150,000	0	0
DANAHER CORP DEL	COM	235851102	15,666	160,000	SH		SOLE		160,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	5,115	60,000	SH		SOLE		60,000	0	0
DASEKE INC	COM	23753F107	6,364	650,000	SH		SOLE		650,000	0	0
DATAWATCH CORP	COM NEW	237917208	2,422	280,000	SH		SOLE		280,000	0	0
DCP MIDSTREAM LP	COM UT LTD PTN	23311P100	1,531	43,600	SH		SOLE		43,600	0	0
DDR CORP	COM	23317H102	3,372	460,000	SH		SOLE		460,000	0	0
DEERE & CO	COM	244199105	2,951	19,000	SH		SOLE		19,000	0	0
DELL TECHNOLOGIES INC	COM CL V	24703L103	17,992	245,761	SH		SOLE		245,761	0	0
DELPHI TECHNOLOGIES PLC	SHS	G2709G107	1,620	34,000	SH		SOLE		34,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	57,825	1,055,000	SH		SOLE		1,055,000	0	0
DENBURY RES INC	COM NEW	247916208	822	300,000	SH		SOLE		300,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	5,786	115,000	SH		SOLE		115,000	0	0
DESPEGAR COM CORP	ORD SHS	G27358103	209	6,700	SH		SOLE		6,700	0	0
DEVON ENERGY CORP NEW	COM	25179M103	38,784	1,220,000	SH		SOLE		1,220,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	1,158	79,000	SH		SOLE		79,000	0	0
DIANA SHIPPING INC	COM	Y2066G104	142	38,700	SH		SOLE		38,700	0	0
DIGI INTL INC	COM	253798102	1,494	145,000	SH		SOLE		145,000	0	0
DISCOVER FINL SVCS	COM	254709108	24,276	337,500	SH		SOLE		337,500	0	0
DISCOVERY COMMUNICATNS NEW	COM SER C	25470F302	7,027	360,000	SH		SOLE		360,000	0	0
DISH NETWORK CORP	CL A	25470M109	46,605	1,230,000	SH		SOLE		1,230,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	246,078	2,450,000	SH		SOLE		2,450,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	14,220	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	256746108	11,483	121,000	SH		SOLE		121,000	0	0
DOMINION ENERGY INC	COM	25746U109	46,190	685,000	SH		SOLE		685,000	0	0
DOMINION ENERGY MIDSTRM PRTN	COM UT REP LTD	257454108	2,014	131,200	SH		SOLE		131,200	0	0
DOUGLAS EMMETT INC	COM	25960P109	5,385	146,500	SH		SOLE		146,500	0	0
DOVER MOTORSPORTS INC	COM	260174107	494	235,000	SH		SOLE		235,000	0	0
DOWDUPONT INC	COM	26078J100	134,429	2,110,000	SH		SOLE		2,110,000	0	0
DR REDDYS LABS LTD	ADR	256135203	262	8,000	SH		SOLE		8,000	0	0
DROPBOX INC	CL A	26210C104	4,063	130,000	SH		SOLE		130,000	0	0
DTE ENERGY CO	COM	233331107	5,742	55,000	SH		SOLE		55,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	20,994	271,000	SH		SOLE		271,000	0	0
DUKE REALTY CORP	COM NEW	264411505	900	34,000	SH		SOLE		34,000	0	0
DUNKIN BRANDS GROUP INC	COM	265504100	13,729	230,000	SH		SOLE		230,000	0	0
DXC TECHNOLOGY CO	COM	23355L106	8,559	85,142	SH		SOLE		85,142	0	0
DYNEGY INC NEW DEL	COM	26817R108	1,352	100,000	SH		SOLE		100,000	0	0
EAST WEST BANCORP INC	COM	27579R104	6,254	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEM CO	COM	277432100	528	5,000	SH		SOLE		5,000	0	0
EATON CORP PLC	SHS	G29183103	6,393	80,000	SH		SOLE		80,000	0	0
EBAY INC	COM	278642103	18,510	460,000	SH		SOLE		460,000	0	0
ECHOSTAR CORP	CL A	278768106	35,620	675,000	SH		SOLE		675,000	0	0
ECOLAB INC	COM	278865100	28,785	210,000	SH		SOLE		210,000	0	0
ECOPETROL S A	SPONSORED ADS	279158109	1,834	94,900	SH		SOLE		94,900	0	0
EDGEWELL PERS CARE CO	COM	28035Q102	1,416	29,000	SH		SOLE		29,000	0	0
EDISON INTL	COM	281020107	10,504	165,000	SH		SOLE		165,000	0	0
EDUCATION RLTY TR INC	COM NEW	28140H203	2,620	80,000	SH		SOLE		80,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	15,124	108,400	SH		SOLE		108,400	0	0
ELECTRONIC ARTS INC	COM	285512109	16,137	133,099	SH		SOLE		133,099	0	0
EMERALD EXPOSITIONS EVENTS I	COM	29103B100	4,383	225,000	SH		SOLE		225,000	0	0
EMERSON ELEC CO	COM	291011104	7,513	110,000	SH		SOLE		110,000	0	0
EMMIS COMMUNICATIONS CORP	COM NEW CL A	291525400	1,729	375,000	SH		SOLE		375,000	0	0
ENABLE MIDSTREAM PARTNERS LP	COM UNIT RP IN	292480100	5,805	423,100	SH		SOLE		423,100	0	0
ENBRIDGE ENERGY PARTNERS L P	COM	29250R106	1,715	177,900	SH		SOLE		177,900	0	0
ENEL AMERICAS S A	SPONSORED ADR	29274F104	3,179	273,565	SH		SOLE		273,565	0	0
ENEL CHILE S A	SPONSORED ADR	29278D105	113	17,600	SH		SOLE		17,600	0	0
ENERGEN CORP	COM	29265N108	2,829	45,000	SH		SOLE		45,000	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	1,728	29,000	SH		SOLE		29,000	0	0
ENERGY TRANSFER PARTNERS LP	UNIT LTD PRT INT	29278N103	23,340	1,438,950	SH		SOLE		1,438,950	0	0
ENSCO PLC	SHS CLASS A	G3157S106	1,163	265,000	SH		SOLE		265,000	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	4,304	446,038	SH		SOLE		446,038	0	0
ENTERGY CORP NEW	COM	29364G103	6,594	83,700	SH		SOLE		83,700	0	0
ENTERPRISE PRODS PARTNERS L	COM	293792107	36,838	1,504,800	SH		SOLE		1,504,800	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	9,917	2,110,000	SH		SOLE		2,110,000	0	0
EOG RES INC	COM	26875P101	27,370	260,000	SH		SOLE		260,000	0	0
EPR PPTYS	COM SH BEN INT	26884U109	96,233	1,737,050	SH		SOLE		1,737,050	0	0
EQT CORP	COM	26884L109	4,751	100,000	SH		SOLE		100,000	0	0
EQT MIDSTREAM PARTNERS LP	UNIT LTD PARTN	26885B100	9,527	161,400	SH		SOLE		161,400	0	0
EQUINIX INC	COM PAR $0.001	29444U700	24,344	58,220	SH		SOLE		58,220	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	6,748	220,000	SH		SOLE		220,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	6,846	78,000	SH		SOLE		78,000	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,786	61,450	SH		SOLE		61,450	0	0
EROS INTL PLC	SHS NEW	G3788M114	25,288	2,319,990	SH		SOLE		2,319,990	0	0
ESPERION THERAPEUTICS INC NE	COM	29664W105	2,667	36,875	SH		SOLE		36,875	0	0
ESSEX PPTY TR INC	COM	297178105	34,408	142,961	SH		SOLE		142,961	0	0
ESTERLINE TECHNOLOGIES CORP	COM	297425100	21,945	300,000	SH		SOLE		300,000	0	0
EVEREST RE GROUP LTD	COM	G3223R108	17,977	70,000	SH		SOLE		70,000	0	0
EVERSOURCE ENERGY	COM	30040W108	6,187	105,000	SH		SOLE		105,000	0	0
EXELON CORP	COM	30161N101	18,062	463,000	SH		SOLE		463,000	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	55,264	800,000	SH		SOLE		800,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	18,847	215,750	SH		SOLE		215,750	0	0
EXXON MOBIL CORP	COM	30231G102	331,679	4,445,500	SH		SOLE		4,445,500	0	0
F M C CORP	COM NEW	302491303	1,455	19,000	SH		SOLE		19,000	0	0
FACEBOOK INC	CL A	30303M102	437,825	2,740,000	SH		SOLE		2,740,000	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	8,511	73,300	SH		SOLE		73,300	0	0
FEDEX CORP	COM	31428X106	66,030	275,000	SH		SOLE		275,000	0	0
FIBROGEN INC	COM	31572Q808	815	17,648	SH		SOLE		17,648	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	15,369	159,600	SH		SOLE		159,600	0	0
FINANCIAL ENGINES INC	COM	317485100	2,628	75,087	SH		SOLE		75,087	0	0
FINISAR CORP	COM NEW	31787A507	25,217	1,595,000	SH		SOLE		1,595,000	0	0
FIRST DATA CORP NEW	COM CL A	32008D106	32,000	2,000,000	SH		SOLE		2,000,000	0	0
FIRST REP BK SAN FRANCISCO C	COM	33616C100	14,818	160,000	SH		SOLE		160,000	0	0
FIRSTENERGY CORP	COM	337932107	25,167	740,000	SH		SOLE		740,000	0	0
FIVE BELOW INC	COM	33829M101	14,045	191,500	SH		SOLE		191,500	0	0
FLEX LTD	ORD	Y2573F102	5,485	335,859	SH		SOLE		335,859	0	0
FLOWERS FOODS INC	COM	343498101	4,454	203,750	SH		SOLE		203,750	0	0
FLOWSERVE CORP	COM	34354P105	6,716	155,000	SH		SOLE		155,000	0	0
FLWS/1-800 FLOWERS	CL A	68243Q106	1,263	107,000	SH		SOLE		107,000	0	0
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	344419106	14,422	157,738	SH		SOLE		157,738	0	0
FOOT LOCKER INC	COM	344849104	3,097	68,000	SH		SOLE		68,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	19,944	1,800,000	SH		SOLE		1,800,000	0	0
FOREST CITY RLTY TR INC	COM CL A	345605109	11,285	556,980	SH		SOLE		556,980	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	589	10,000	SH		SOLE		10,000	0	0
FOUR CORNERS PPTY TR INC	COM	35086T109	5,917	256,274	SH		SOLE		256,274	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	29,430	1,675,000	SH		SOLE		1,675,000	0	0
FS INVT CORP	COM	302635107	6,453	890,000	SH		SOLE		890,000	0	0
GARTNER INC	COM	366651107	4,093	34,800	SH		SOLE		34,800	0	0
GASLOG LTD	SHS	G37585109	219	13,300	SH		SOLE		13,300	0	0
GAZIT GLOBE LTD	SHS	M4793C102	3,553	362,500	SH		SOLE		362,500	0	0
GDS HLDGS LTD	SPONSORED ADR	36165L108	2,608	95,000	SH		SOLE		95,000	0	0
GENERAL DYNAMICS CORP	COM	369550108	81,733	370,000	SH		SOLE		370,000	0	0
GENERAL ELECTRIC CO	COM	369604103	100,089	7,425,000	SH		SOLE		7,425,000	0	0
GENERAL MLS INC	COM	370334104	13,596	301,720	SH		SOLE		301,720	0	0
GENERAL MTRS CO	COM	37045V100	77,041	2,120,000	SH		SOLE		2,120,000	0	0
GENESEE & WYO INC	CL A	371559105	6,371	90,000	SH		SOLE		90,000	0	0
GENESIS ENERGY L P	UNIT LTD PARTN	371927104	4,906	248,926	SH		SOLE		248,926	0	0
GENPACT LIMITED	SHS	G3922B107	6,108	190,929	SH		SOLE		190,929	0	0
GENUINE PARTS CO	COM	372460105	27,850	310,000	SH		SOLE		310,000	0	0
GENWORTH FINL INC	COM CL A	37247D106	12,735	4,500,000	SH		SOLE		4,500,000	0	0
GERON CORP	COM	374163103	3,698	870,000	SH		SOLE		870,000	0	0
GGP INC	COM	36174X101	21,945	1,072,575	SH		SOLE		1,072,575	0	0
G-III APPAREL GROUP LTD	COM	36237H101	7,423	197,000	SH		SOLE		197,000	0	0
GILEAD SCIENCES INC	COM	375558103	112,708	1,495,000	SH		SOLE		1,495,000	0	0
GLADSTONE LD CORP	COM	376549101	3,624	300,000	SH		SOLE		300,000	0	0
GLOBAL MED REIT INC	COM NEW	37954A204	2,328	335,000	SH		SOLE		335,000	0	0
GLOBAL PMTS INC	COM	37940X102	10,193	91,400	SH		SOLE		91,400	0	0
GLOBANT S A	COM	L44385109	2,857	55,440	SH		SOLE		55,440	0	0
GOLAR LNG PARTNERS LP	COM UNIT LPI	Y2745C102	2,649	154,800	SH		SOLE		154,800	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	103,892	412,500	SH		SOLE		412,500	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	6,645	250,000	SH		SOLE		250,000	0	0
GRAMERCY PPTY TR	COM NEW	385002308	8,720	401,273	SH		SOLE		401,273	0	0
GRANITE CONSTR INC	COM	387328107	14,803	265,000	SH		SOLE		265,000	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	768	50,000	SH		SOLE		50,000	0	0
GREAT PLAINS ENERGY INC	COM	391164100	3,179	100,000	SH		SOLE		100,000	0	0
GREEN PLAINS PARTNERS LP	COM REP PTR IN	393221106	4,992	286,895	SH		SOLE		286,895	0	0
GREIF INC	CL B	397624206	3,612	62,000	SH		SOLE		62,000	0	0
GRUPO FINANCIERO GALICIA S A	SP ADR 10 SH B	399909100	9,410	143,095	SH		SOLE		143,095	0	0
GRUPO SUPERVIELLE S A	SPONSORED ADR	40054A108	2,293	75,588	SH		SOLE		75,588	0	0
GRUPO TELEVISA SA	SPON ADR REP ORD	40049J206	2,228	139,600	SH		SOLE		139,600	0	0
GSV CAP CORP	COM	36191J101	12,064	1,600,000	SH		SOLE		1,600,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	67,347	2,100,000	SH		SOLE		2,100,000	0	0
HALLIBURTON CO	COM	406216101	21,184	451,300	SH		SOLE		451,300	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	4,995	255,000	SH		SOLE		255,000	0	0
HALYARD HEALTH INC	COM	40650V100	852	18,500	SH		SOLE		18,500	0	0
HANESBRANDS INC	COM	410345102	2,303	125,000	SH		SOLE		125,000	0	0
HARRIS CORP DEL	COM	413875105	5,645	35,000	SH		SOLE		35,000	0	0
HARSCO CORP	COM	415864107	20,650	1,000,000	SH		SOLE		1,000,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	8,861	172,000	SH		SOLE		172,000	0	0
HASBRO INC	COM	418056107	15,174	180,000	SH		SOLE		180,000	0	0
HAWAIIAN HOLDINGS INC	COM	419879101	10,643	275,000	SH		SOLE		275,000	0	0
HCP INC	COM	40414L109	3,368	145,000	SH		SOLE		145,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	61,653	1,625,000	SH		SOLE		1,625,000	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	73,950	748,716	SH		SOLE		748,716	0	0
HEALTHCARE TR AMER INC	CL A NEW	42225P501	7,393	279,500	SH		SOLE		279,500	0	0
HECLA MNG CO	COM	422704106	37,067	10,100,000	SH		SOLE		10,100,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	926	160,000	SH		SOLE		160,000	0	0
HELMERICH & PAYNE INC	COM	423452101	6,257	94,000	SH		SOLE		94,000	0	0
HESS CORP	COM	42809H107	5,664	111,900	SH		SOLE		111,900	0	0
HESS MIDSTREAM PARTNERS LP	UNIT LTD PR INT	428104103	7,115	373,700	SH		SOLE		373,700	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	16,663	950,000	SH		SOLE		950,000	0	0
HEXCEL CORP NEW	COM	428291108	5,329	82,500	SH		SOLE		82,500	0	0
HFF INC	CL A	40418F108	2,087	42,000	SH		SOLE		42,000	0	0
HIGHWOODS PPTYS INC	COM	431284108	1,096	25,000	SH		SOLE		25,000	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	4,823	112,100	SH		SOLE		112,100	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	27,831	353,366	SH		SOLE		353,366	0	0
HOLLYFRONTIER CORP	COM	436106108	4,046	82,800	SH		SOLE		82,800	0	0
HOLOGIC INC	COM	436440101	4,528	121,200	SH		SOLE		121,200	0	0
HOME DEPOT INC	COM	437076102	262,191	1,471,000	SH		SOLE		1,471,000	0	0
HONEYWELL INTL INC	COM	438516106	54,191	375,000	SH		SOLE		375,000	0	0
HORTONWORKS INC	COM	440894103	6,315	310,000	SH		SOLE		310,000	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	2,283	122,500	SH		SOLE		122,500	0	0
HOWARD HUGHES CORP	COM	44267D107	31,959	229,704	SH		SOLE		229,704	0	0
HP INC	COM	40434L105	25,725	1,173,600	SH		SOLE		1,173,600	0	0
HUDSON LTD	COM CL A	G46408103	796	50,000	SH		SOLE		50,000	0	0
HUDSON PAC PPTYS INC	COM	444097109	13,841	425,500	SH		SOLE		425,500	0	0
HUMANA INC	COM	444859102	28,228	105,000	SH		SOLE		105,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	26,936	104,500	SH		SOLE		104,500	0	0
IAC INTERACTIVECORP	COM	44919P508	10,947	70,000	SH		SOLE		70,000	0	0
ICICI BK LTD	ADR	45104G104	6,159	695,950	SH		SOLE		695,950	0	0
IDACORP INC	COM	451107106	883	10,000	SH		SOLE		10,000	0	0
ILG INC	COM	44967H101	4,978	160,000	SH		SOLE		160,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	18,799	120,000	SH		SOLE		120,000	0	0
ILLUMINA INC	COM	452327109	43,738	185,000	SH		SOLE		185,000	0	0
INCYTE CORP	COM	45337C102	10,416	125,000	SH		SOLE		125,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	8,796	958,100	SH		SOLE		958,100	0	0
INDUSTRIAL LOGISTICS PPTYS T	COM SHS BEN INT	456237106	3,234	159,000	SH		SOLE		159,000	0	0
INFINERA CORPORATION	COM	45667G103	7,331	675,000	SH		SOLE		675,000	0	0
INFOSYS LTD	SPONSORED ADR	456788108	27,975	1,567,253	SH		SOLE		1,567,253	0	0
INGERSOLL-RAND PLC	SHS	G47791101	7,268	85,000	SH		SOLE		85,000	0	0
INGEVITY CORP	COM	45688C107	1,105	15,000	SH		SOLE		15,000	0	0
INGREDION INC	COM	457187102	25,784	200,000	SH		SOLE		200,000	0	0
INNOVIVA INC	COM	45781M101	669	40,108	SH		SOLE		40,108	0	0
INTEGER HLDGS CORP	COM	45826H109	6,786	120,000	SH		SOLE		120,000	0	0
INTEGRATED DEVICE TECHNOLOGY	COM	458118106	12,071	395,000	SH		SOLE		395,000	0	0
INTEL CORP	COM	458140100	171,343	3,290,000	SH		SOLE		3,290,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	6,889	95,000	SH		SOLE		95,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	128,697	838,800	SH		SOLE		838,800	0	0
INTERXION HOLDING N.V	SHS	N47279109	5,486	88,330	SH		SOLE		88,330	0	0
INTL PAPER CO	COM	460146103	12,556	235,000	SH		SOLE		235,000	0	0
INTUIT	COM	461202103	18,462	106,500	SH		SOLE		106,500	0	0
INVITATION HOMES INC	COM	46187W107	25,071	1,098,192	SH		SOLE		1,098,192	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	4,408	100,000	SH		SOLE		100,000	0	0
IQIYI INC	SPONSORED ADS	46267X108	901	57,968	SH		SOLE		57,968	0	0
IQVIA HLDGS INC	COM	46266C105	1,884	19,200	SH		SOLE		19,200	0	0
IRON MTN INC NEW	COM	46284V101	1,150	35,000	SH		SOLE		35,000	0	0
ISHARES GOLD TRUST	ISHARES	464285105	76,380	6,000,000	SH		SOLE		6,000,000	0	0
ISHARES INC	CORE MSCI EMKT	46434G103	19,527	334,373	SH		SOLE		334,373	0	0
ISHARES INC	MSCI TAIWAN ETF	46434G772	256,131	6,680,487	SH		SOLE		6,680,487	0	0
ISHARES INC	MSCI RUSSIA ETF	46434G798	34,111	936,082	SH		SOLE		936,082	0	0
ISHARES TR	MSCI EMG MKT ETF	464287234	5,361	111,041	SH		SOLE		111,041	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	1,490	17,400	SH		SOLE		17,400	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	204,320	5,986,538	SH		SOLE		5,986,538	0	0
ISHARES TR	CORE MSCI EAFE	46432F842	230,466	3,498,271	SH		SOLE		3,498,271	0	0
ISHARES TR	CORE MSCI EURO	46434V738	80,889	1,628,205	SH		SOLE		1,628,205	0	0
ITAU UNIBANCO HLDG SA	SPON ADR REP PFD	465562106	21,053	1,349,479	SH		SOLE		1,349,479	0	0
JAKKS PAC INC	COM	47012E106	315	150,000	SH		SOLE		150,000	0	0
JBG SMITH PPTYS	COM	46590V100	1,681	49,850	SH		SOLE		49,850	0	0
JD COM INC	SPON ADR CL A	47215P106	27,085	668,936	SH		SOLE		668,936	0	0
JELD-WEN HLDG INC	COM	47580P103	2,906	94,900	SH		SOLE		94,900	0	0
JERNIGAN CAP INC	COM	476405105	1,720	95,000	SH		SOLE		95,000	0	0
JETBLUE AIRWAYS CORP	COM	477143101	15,951	785,000	SH		SOLE		785,000	0	0
JOHNSON & JOHNSON	COM	478160104	376,120	2,935,000	SH		SOLE		2,935,000	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	20,263	575,000	SH		SOLE		575,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	463,304	4,213,000	SH		SOLE		4,213,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	46,687	425,000	SH		SOLE		425,000	0	0
KAR AUCTION SVCS INC	COM	48238T109	3,729	68,800	SH		SOLE		68,800	0	0
KBR INC	COM	48242W106	37,723	2,330,000	SH		SOLE		2,330,000	0	0
KELLOGG CO	COM	487836108	8,451	130,000	SH		SOLE		130,000	0	0
KEYCORP NEW	COM	493267108	48,836	2,498,000	SH		SOLE		2,498,000	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	5,108	97,500	SH		SOLE		97,500	0	0
KILROY RLTY CORP	COM	49427F108	10,644	150,000	SH		SOLE		150,000	0	0
KIMBERLY CLARK CORP	COM	494368103	54,845	498,000	SH		SOLE		498,000	0	0
KIMCO RLTY CORP	COM	49446R109	8,871	616,000	SH		SOLE		616,000	0	0
KINDER MORGAN INC DEL	COM	49456B101	67,770	4,500,000	SH		SOLE		4,500,000	0	0
KLA-TENCOR CORP	COM	482480100	14,716	135,000	SH		SOLE		135,000	0	0
KLX INC	COM	482539103	13,324	187,500	SH		SOLE		187,500	0	0
KOPPERS HOLDINGS INC	COM	50060P106	39,456	960,000	SH		SOLE		960,000	0	0
KORN FERRY INTL	COM NEW	500643200	2,868	55,600	SH		SOLE		55,600	0	0
KRAFT HEINZ CO	COM	500754106	31,107	499,387	SH		SOLE		499,387	0	0
KROGER CO	COM	501044101	11,108	464,000	SH		SOLE		464,000	0	0
KULICKE & SOFFA INDS INC	COM	501242101	7,753	310,000	SH		SOLE		310,000	0	0
L BRANDS INC	COM	501797104	1,528	40,000	SH		SOLE		40,000	0	0
L3 TECHNOLOGIES INC	COM	502413107	63,440	305,000	SH		SOLE		305,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	1,294	8,000	SH		SOLE		8,000	0	0
LADDER CAP CORP	CL A	505743104	1,689	112,000	SH		SOLE		112,000	0	0
LAM RESEARCH CORP	COM	512807108	50,790	250,000	SH		SOLE		250,000	0	0
LAMB WESTON HLDGS INC	COM	513272104	3,251	55,833	SH		SOLE		55,833	0	0
LAUDER ESTEE COS INC	CL A	518439104	21,111	141,000	SH		SOLE		141,000	0	0
LAZYDAYS HLDGS INC	COM	52110H100	7,243	731,627	SH		SOLE		731,627	0	0
LCI INDS	COM	50189K103	23,955	230,000	SH		SOLE		230,000	0	0
LEGG MASON INC	COM	524901105	52,032	1,280,000	SH		SOLE		1,280,000	0	0
LENNAR CORP	CL B	526057302	9,128	191,400	SH		SOLE		191,400	0	0
LGI HOMES INC	COM	50187T106	16,584	235,000	SH		SOLE		235,000	0	0
LIBERTY BROADBAND CORP	COM SER A	530307107	44,944	530,000	SH		SOLE		530,000	0	0
LIBERTY LATIN AMERICA LTD	COM CL C	G9001E128	1,675	87,739	SH		SOLE		87,739	0	0
LIBERTY MEDIA CORP DELAWARE	COM C SIRIUSXM	531229607	4,085	100,000	SH		SOLE		100,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	771	25,000	SH		SOLE		25,000	0	0
LIFEPOINT HEALTH INC	COM	53219L109	4,520	96,164	SH		SOLE		96,164	0	0
LIGAND PHARMACEUTICALS INC	COM NEW	53220K504	23,122	140,000	SH		SOLE		140,000	0	0
LILLY ELI & CO	COM	532457108	157,254	2,032,496	SH		SOLE		2,032,496	0	0
LIMBACH HLDGS INC	COM	53263P105	7,973	644,000	SH		SOLE		644,000	0	0
LIMONEIRA CO	COM	532746104	5,363	226,000	SH		SOLE		226,000	0	0
LINCOLN NATL CORP IND	COM	534187109	86,138	1,179,000	SH		SOLE		1,179,000	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	4,133	160,000	SH		SOLE		160,000	0	0
LIONS GATE ENTMNT CORP	CL B NON VTG	535919500	9,873	410,000	SH		SOLE		410,000	0	0
LITHIA MTRS INC	CL A	536797103	3,448	34,300	SH		SOLE		34,300	0	0
LKQ CORP	COM	501889208	8,463	223,000	SH		SOLE		223,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	76,034	225,000	SH		SOLE		225,000	0	0
LOGMEIN INC	COM	54142L109	1,479	12,802	SH		SOLE		12,802	0	0
LOUISIANA PAC CORP	COM	546347105	863	30,000	SH		SOLE		30,000	0	0
LOWES COS INC	COM	548661107	439	5,000	SH		SOLE		5,000	0	0
LULULEMON ATHLETICA INC	COM	550021109	4,902	55,000	SH		SOLE		55,000	0	0
LUMENTUM HLDGS INC	COM	55024U109	22,968	360,000	SH		SOLE		360,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	5,284	50,000	SH		SOLE		50,000	0	0
MACK CALI RLTY CORP	COM	554489104	1,086	65,000	SH		SOLE		65,000	0	0
MACOM TECH SOLUTIONS HLDGS I	COM	55405Y100	15,936	960,000	SH		SOLE		960,000	0	0
MACQUARIE INFRASTRUCTURE COR	COM	55608B105	15,326	415,000	SH		SOLE		415,000	0	0
MACYS INC	COM	55616P104	1,175	39,500	SH		SOLE		39,500	0	0
MADDEN STEVEN LTD	COM	556269108	2,063	47,000	SH		SOLE		47,000	0	0
MAGELLAN MIDSTREAM PRTNRS LP	COM UNIT RP LP	559080106	26,631	456,400	SH		SOLE		456,400	0	0
MALLINCKRODT PUB LTD CO	SHS	G5785G107	9,267	640,000	SH		SOLE		640,000	0	0
MANPOWERGROUP INC	COM	56418H100	5,882	51,100	SH		SOLE		51,100	0	0
MARATHON OIL CORP	COM	565849106	7,696	477,100	SH		SOLE		477,100	0	0
MARATHON PETE CORP	COM	56585A102	19,944	272,800	SH		SOLE		272,800	0	0
MARRIOTT INTL INC NEW	CL A	571903202	16,128	118,600	SH		SOLE		118,600	0	0
MARSH & MCLENNAN COS INC	COM	571748102	34,770	421,000	SH		SOLE		421,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	96,395	465,000	SH		SOLE		465,000	0	0
MARVELL TECHNOLOGY GROUP LTD	ORD	G5876H105	6,090	290,000	SH		SOLE		290,000	0	0
MASCO CORP	COM	574599106	809	20,000	SH		SOLE		20,000	0	0
MASTEC INC	COM	576323109	18,350	390,000	SH		SOLE		390,000	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	113,574	648,400	SH		SOLE		648,400	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	12,767	120,000	SH		SOLE		120,000	0	0
MCDONALDS CORP	COM	580135101	118,522	757,913	SH		SOLE		757,913	0	0
MCKESSON CORP	COM	58155Q103	19,017	135,000	SH		SOLE		135,000	0	0
MDU RES GROUP INC	COM	552690109	2,816	100,000	SH		SOLE		100,000	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	6,305	485,000	SH		SOLE		485,000	0	0
MEDTRONIC PLC	SHS	G5960L103	88,545	1,103,780	SH		SOLE		1,103,780	0	0
MERCADOLIBRE INC	COM	58733R102	12,153	34,100	SH		SOLE		34,100	0	0
MERCANTILE BANK CORP	COM	587376104	1,574	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC	COM	58933Y105	218,969	4,020,000	SH		SOLE		4,020,000	0	0
MEREDITH CORP	COM	589433101	7,532	140,000	SH		SOLE		140,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	710	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R108	72,736	1,585,000	SH		SOLE		1,585,000	0	0
MGM GROWTH PPTYS LLC	CL A COM	55303A105	2,813	106,000	SH		SOLE		106,000	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	17,510	500,000	SH		SOLE		500,000	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	14,899	240,000	SH		SOLE		240,000	0	0
MICHAELS COS INC	COM	59408Q106	1,675	85,000	SH		SOLE		85,000	0	0
MICRO FOCUS INTERNATIONAL PL	SPON ADR NEW	594837304	1,157	82,395	SH		SOLE		82,395	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	22,383	245,000	SH		SOLE		245,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	85,770	1,645,000	SH		SOLE		1,645,000	0	0
MICROSEMI CORP	COM	595137100	6,472	100,000	SH		SOLE		100,000	0	0
MICROSOFT CORP	COM	594918104	792,452	8,682,500	SH		SOLE		8,682,500	0	0
MICROSTRATEGY INC	CL A NEW	594972408	1,483	11,500	SH		SOLE		11,500	0	0
MID AMER APT CMNTYS INC	COM	59522J103	10,251	112,350	SH		SOLE		112,350	0	0
MOBILE TELESYSTEMS PJSC	SPONSORED ADR	607409109	2,081	182,717	SH		SOLE		182,717	0	0
MOHAWK INDS INC	COM	608190104	16,081	69,250	SH		SOLE		69,250	0	0
MOLSON COORS BREWING CO	CL B	60871R209	45,198	600,000	SH		SOLE		600,000	0	0
MOMO INC	ADR	60879B107	1,298	34,729	SH		SOLE		34,729	0	0
MONDELEZ INTL INC	CL A	609207105	58,972	1,413,163	SH		SOLE		1,413,163	0	0
MONMOUTH REAL ESTATE INVT CO	CL A	609720107	1,354	90,000	SH		SOLE		90,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	17,735	310,000	SH		SOLE		310,000	0	0
MORGAN STANLEY	COM NEW	617446448	89,034	1,650,000	SH		SOLE		1,650,000	0	0
MORGAN STANLEY INDIA INVS FD	COM	61745C105	15,385	506,433	SH		SOLE		506,433	0	0
MOSAIC CO NEW	COM	61945C103	243	10,000	SH		SOLE		10,000	0	0
MOTORCAR PTS AMER INC	COM	620071100	3,750	175,000	SH		SOLE		175,000	0	0
MPLX LP	COM UNIT REP LTD	55336V100	26,898	814,100	SH		SOLE		814,100	0	0
MSA SAFETY INC	COM	553498106	5,827	70,000	SH		SOLE		70,000	0	0
MSCI INC	COM	55354G100	6,233	41,700	SH		SOLE		41,700	0	0
MSG NETWORK INC	CL A	553573106	5,876	260,000	SH		SOLE		260,000	0	0
MULESOFT INC	CL A	625207105	220	5,000	SH		SOLE		5,000	0	0
MURPHY OIL CORP	COM	626717102	2,295	88,800	SH		SOLE		88,800	0	0
MYLAN N V	SHS EURO	N59465109	10,015	243,255	SH		SOLE		243,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	2,936	420,000	SH		SOLE		420,000	0	0
NASDAQ INC	COM	631103108	6,380	74,000	SH		SOLE		74,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	10,328	1,990,000	SH		SOLE		1,990,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	2,675	52,000	SH		SOLE		52,000	0	0
NATIONAL INSTRS CORP	COM	636518102	4,688	92,700	SH		SOLE		92,700	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	7,730	210,000	SH		SOLE		210,000	0	0
NAVIOS MARITIME HOLDINGS INC	COM	Y62196103	65	72,800	SH		SOLE		72,800	0	0
NCR CORP NEW	COM	62886E108	27,107	860,000	SH		SOLE		860,000	0	0
NEKTAR THERAPEUTICS	COM	640268108	11,157	105,000	SH		SOLE		105,000	0	0
NETAPP INC	COM	64110D104	22,517	365,000	SH		SOLE		365,000	0	0
NETEASE INC	SPONSORED ADR	64110W102	21,400	76,320	SH		SOLE		76,320	0	0
NETFLIX INC	COM	64110L106	35,443	120,000	SH		SOLE		120,000	0	0
NEW HOME CO INC	COM	645370107	499	45,000	SH		SOLE		45,000	0	0
NEW JERSEY RES	COM	646025106	1,404	35,000	SH		SOLE		35,000	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	13,005	148,379	SH		SOLE		148,379	0	0
NEW RESIDENTIAL INVT CORP	COM NEW	64828T201	5,190	315,500	SH		SOLE		315,500	0	0
NEW SR INVT GROUP INC	COM	648691103	1,840	225,000	SH		SOLE		225,000	0	0
NEW YORK REIT INC	COM NEW	64976L208	215	10,000	SH		SOLE		10,000	0	0
NEWELL BRANDS INC	COM	651229106	26,009	1,020,763	SH		SOLE		1,020,763	0	0
NEWFIELD EXPL CO	COM	651290108	2,930	120,000	SH		SOLE		120,000	0	0
NEWMONT MINING CORP	COM	651639106	2,735	70,000	SH		SOLE		70,000	0	0
NEWPARK RES INC	COM PAR $.01NEW	651718504	567	70,000	SH		SOLE		70,000	0	0
NEWS CORP NEW	CL A	65249B109	3,555	225,000	SH		SOLE		225,000	0	0
NEXPOINT RESIDENTIAL TR INC	COM	65341D102	3,088	124,317	SH		SOLE		124,317	0	0
NEXTERA ENERGY INC	COM	65339F101	121,681	745,000	SH		SOLE		745,000	0	0
NIC INC	COM	62914B100	4,087	307,300	SH		SOLE		307,300	0	0
NIKE INC	CL B	654106103	21,028	316,500	SH		SOLE		316,500	0	0
NISOURCE INC	COM	65473P105	3,706	155,000	SH		SOLE		155,000	0	0
NOBLE CORP PLC	SHS USD	G65431101	1,076	290,000	SH		SOLE		290,000	0	0
NOBLE ENERGY INC	COM	655044105	6,151	203,000	SH		SOLE		203,000	0	0
NOBLE MIDSTREAM PARTNERS LP	COM UNIT REPST	65506L105	3,866	82,900	SH		SOLE		82,900	0	0
NORFOLK SOUTHERN CORP	COM	655844108	16,973	125,000	SH		SOLE		125,000	0	0
NORTHERN TR CORP	COM	665859104	14,232	138,000	SH		SOLE		138,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	22,693	65,000	SH		SOLE		65,000	0	0
NOVA MEASURING INSTRUMENTS L	COM	M7516K103	273	10,074	SH		SOLE		10,074	0	0
NRG ENERGY INC	COM NEW	629377508	33,583	1,100,000	SH		SOLE		1,100,000	0	0
NUANCE COMMUNICATIONS INC	COM	67020Y100	19,924	1,265,000	SH		SOLE		1,265,000	0	0
NUTANIX INC	CL A	67059N108	8,349	170,000	SH		SOLE		170,000	0	0
NUTRI SYS INC NEW	COM	67069D108	14,688	545,000	SH		SOLE		545,000	0	0
NUVECTRA CORP	COM	67075N108	521	40,000	SH		SOLE		40,000	0	0
NVE CORP	COM NEW	629445206	1,662	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G104	124,364	537,000	SH		SOLE		537,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	18,545	158,500	SH		SOLE		158,500	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	9,339	37,750	SH		SOLE		37,750	0	0
OASIS MIDSTREAM PARTNERS LP	COM UNITS REPS	67420T206	4,266	240,900	SH		SOLE		240,900	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	21,333	328,400	SH		SOLE		328,400	0	0
OCEANEERING INTL INC	COM	675232102	15,407	831,000	SH		SOLE		831,000	0	0
OCH ZIFF CAP MGMT GROUP	CL A	67551U105	5,073	1,900,000	SH		SOLE		1,900,000	0	0
OCLARO INC	COM NEW	67555N206	12,428	1,300,000	SH		SOLE		1,300,000	0	0
OGE ENERGY CORP	COM	670837103	2,327	71,000	SH		SOLE		71,000	0	0
OKTA INC	CL A	679295105	4,832	121,250	SH		SOLE		121,250	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	2,939	20,000	SH		SOLE		20,000	0	0
OLIN CORP	COM PAR $1	680665205	6,534	215,000	SH		SOLE		215,000	0	0
OLLIES BARGAIN OUTLT HLDGS I	COM	681116109	8,472	140,500	SH		SOLE		140,500	0	0
OMNICOM GROUP INC	COM	681919106	10,174	140,000	SH		SOLE		140,000	0	0
ON SEMICONDUCTOR CORP	COM	682189105	47,697	1,950,000	SH		SOLE		1,950,000	0	0
ONEOK INC NEW	COM	682680103	56,442	991,600	SH		SOLE		991,600	0	0
ORACLE CORP	COM	68389X105	87,190	1,905,800	SH		SOLE		1,905,800	0	0
OSI SYSTEMS INC	COM	671044105	24,287	372,100	SH		SOLE		372,100	0	0
P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR	715684106	11,480	434,533	SH		SOLE		434,533	0	0
PACCAR INC	COM	693718108	10,587	160,000	SH		SOLE		160,000	0	0
PAGSEGURO DIGITAL LTD	COM CL A	G68707101	3,334	87,013	SH		SOLE		87,013	0	0
PALO ALTO NETWORKS INC	COM	697435105	26,774	147,500	SH		SOLE		147,500	0	0
PAMPA ENERGIA S A	SPONS ADR LVL I	697660207	3,195	53,619	SH		SOLE		53,619	0	0
PARK HOTELS RESORTS INC	COM	700517105	7,336	271,520	SH		SOLE		271,520	0	0
PARKE BANCORP INC	COM	700885106	2,614	125,665	SH		SOLE		125,665	0	0
PARKER HANNIFIN CORP	COM	701094104	61,571	360,000	SH		SOLE		360,000	0	0
PATRICK INDS INC	COM	703343103	37,111	600,000	SH		SOLE		600,000	0	0
PATTERSON COMPANIES INC	COM	703395103	11,115	500,000	SH		SOLE		500,000	0	0
PATTERSON UTI ENERGY INC	COM	703481101	2,119	121,000	SH		SOLE		121,000	0	0
PAYCOM SOFTWARE INC	COM	70432V102	3,522	32,800	SH		SOLE		32,800	0	0
PAYPAL HLDGS INC	COM	70450Y103	79,656	1,049,900	SH		SOLE		1,049,900	0	0
PBF LOGISTICS LP	UNIT LTD PTNR	69318Q104	2,006	108,700	SH		SOLE		108,700	0	0
PDL BIOPHARMA INC	COM	69329Y104	162	55,000	SH		SOLE		55,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	13,449	391,500	SH		SOLE		391,500	0	0
PENNSYLVANIA RL ESTATE INVT	SH BEN INT	709102107	989	102,500	SH		SOLE		102,500	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	6,860	154,750	SH		SOLE		154,750	0	0
PEPSICO INC	COM	713448108	186,603	1,709,600	SH		SOLE		1,709,600	0	0
PERKINELMER INC	COM	714046109	6,058	80,000	SH		SOLE		80,000	0	0
PERRIGO CO PLC	SHS	G97822103	4,167	50,000	SH		SOLE		50,000	0	0
PETIQ INC	COM CL A	71639T106	3,724	140,000	SH		SOLE		140,000	0	0
PETROLEO BRASILEIRO SA PETRO	SP ADR NON VTG	71654V101	1,419	109,209	SH		SOLE		109,209	0	0
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	71654V408	7,275	514,489	SH		SOLE		514,489	0	0
PFIZER INC	COM	717081103	185,870	5,237,236	SH		SOLE		5,237,236	0	0
PG&E CORP	COM	69331C108	27,369	623,000	SH		SOLE		623,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	185,480	1,866,000	SH		SOLE		1,866,000	0	0
PHILLIPS 66	COM	718546104	18,225	190,000	SH		SOLE		190,000	0	0
PHILLIPS 66 PARTNERS LP	COM UNIT REP INT	718549207	6,564	137,380	SH		SOLE		137,380	0	0
PHYSICIANS RLTY TR	COM	71943U104	11,086	712,000	SH		SOLE		712,000	0	0
PIER 1 IMPORTS INC	COM	720279108	580	180,000	SH		SOLE		180,000	0	0
PINNACLE WEST CAP CORP	COM	723484101	2,155	27,000	SH		SOLE		27,000	0	0
PIONEER NAT RES CO	COM	723787107	13,914	81,000	SH		SOLE		81,000	0	0
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	726503105	22,451	1,019,100	SH		SOLE		1,019,100	0	0
PLANET FITNESS INC	CL A	72703H101	7,176	190,000	SH		SOLE		190,000	0	0
PLDT INC	SPONSORED ADR	69344D408	5,566	196,166	SH		SOLE		196,166	0	0
PLUG POWER INC	COM NEW	72919P202	8,505	4,500,000	SH		SOLE		4,500,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	91,051	602,031	SH		SOLE		602,031	0	0
PPG INDS INC	COM	693506107	23,994	215,000	SH		SOLE		215,000	0	0
PPL CORP	COM	69351T106	24,047	850,000	SH		SOLE		850,000	0	0
PRAXAIR INC	COM	74005P104	2,886	20,000	SH		SOLE		20,000	0	0
PREFERRED APT CMNTYS INC	COM	74039L103	5,251	370,000	SH		SOLE		370,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	16,142	149,500	SH		SOLE		149,500	0	0
PRIMERICA INC	COM	74164M108	32,844	340,000	SH		SOLE		340,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	177,504	2,238,945	SH		SOLE		2,238,945	0	0
PROGRESSIVE CORP OHIO	COM	743315103	18,279	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	49,762	790,000	SH		SOLE		790,000	0	0
PROPETRO HLDG CORP	COM	74347M108	2,971	187,000	SH		SOLE		187,000	0	0
PROS HOLDINGS INC	COM	74346Y103	3,255	98,600	SH		SOLE		98,600	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	1,280	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	120,067	1,159,500	SH		SOLE		1,159,500	0	0
PTC INC	COM	69370C100	27,210	348,800	SH		SOLE		348,800	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	12,058	240,000	SH		SOLE		240,000	0	0
PUMA BIOTECHNOLOGY INC	COM	74587V107	1,758	25,833	SH		SOLE		25,833	0	0
PVH CORP	COM	693656100	6,587	43,500	SH		SOLE		43,500	0	0
QEP RES INC	COM	74733V100	1,566	160,000	SH		SOLE		160,000	0	0
QIWI PLC	SPON ADR REP B	74735M108	233	12,200	SH		SOLE		12,200	0	0
QTS RLTY TR INC	COM CL A	74736A103	3,368	93,000	SH		SOLE		93,000	0	0
QUALCOMM INC	COM	747525103	98,353	1,775,000	SH		SOLE		1,775,000	0	0
QUANTA SVCS INC	COM	74762E102	7,214	210,000	SH		SOLE		210,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	1,505	15,000	SH		SOLE		15,000	0	0
QUORUM HEALTH CORP	COM	74909E106	550	67,185	SH		SOLE		67,185	0	0
RANGE RES CORP	COM	75281A109	32,162	2,212,000	SH		SOLE		2,212,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	62,587	700,000	SH		SOLE		700,000	0	0
RAYONIER INC	COM	754907103	1,055	30,000	SH		SOLE		30,000	0	0
RAYTHEON CO	COM NEW	755111507	53,955	250,000	SH		SOLE		250,000	0	0
REALPAGE INC	COM	75606N109	14,935	290,000	SH		SOLE		290,000	0	0
RED HAT INC	COM	756577102	12,051	80,600	SH		SOLE		80,600	0	0
REDWOOD TR INC	COM	758075402	1,663	107,500	SH		SOLE		107,500	0	0
REGENCY CTRS CORP	COM	758849103	7,794	132,150	SH		SOLE		132,150	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	2,755	8,000	SH		SOLE		8,000	0	0
REINSURANCE GROUP AMER INC	COM NEW	759351604	5,432	35,272	SH		SOLE		35,272	0	0
RESMED INC	COM	761152107	3,072	31,200	SH		SOLE		31,200	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	13,606	770,000	SH		SOLE		770,000	0	0
REVANCE THERAPEUTICS INC	COM	761330109	801	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	14,683	510,000	SH		SOLE		510,000	0	0
REXNORD CORP NEW	COM	76169B102	40,365	1,360,000	SH		SOLE		1,360,000	0	0
RH	COM	74967X103	2,668	28,000	SH		SOLE		28,000	0	0
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	3,009	850,000	SH		SOLE		850,000	0	0
RITE AID CORP	COM	767754104	10,080	6,000,000	SH		SOLE		6,000,000	0	0
ROBERT HALF INTL INC	COM	770323103	3,369	58,200	SH		SOLE		58,200	0	0
ROCKWELL AUTOMATION INC	COM	773903109	59,228	340,000	SH		SOLE		340,000	0	0
ROCKWELL COLLINS INC	COM	774341101	54,615	405,000	SH		SOLE		405,000	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	2,405	208,400	SH		SOLE		208,400	0	0
ROYAL BK SCOTLAND GROUP PLC	SP ADR PREF S	780097739	1,956	76,436	SH		SOLE		76,436	0	0
RPM INTL INC	COM	749685103	27,649	580,000	SH		SOLE		580,000	0	0
RYDER SYS INC	COM	783549108	6,005	82,500	SH		SOLE		82,500	0	0
S&P GLOBAL INC	COM	78409V104	7,260	38,000	SH		SOLE		38,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	5,286	299,500	SH		SOLE		299,500	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	3,063	250,000	SH		SOLE		250,000	0	0
SAFETY INCOME & GROWTH INC	COM	78649D104	6,179	386,416	SH		SOLE		386,416	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	2,906	78,000	SH		SOLE		78,000	0	0
SAGE THERAPEUTICS INC	COM	78667J108	805	5,000	SH		SOLE		5,000	0	0
SALESFORCE COM INC	COM	79466L302	38,414	330,300	SH		SOLE		330,300	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	25,638	150,000	SH		SOLE		150,000	0	0
SCANA CORP NEW	COM	80589M102	11,227	299,000	SH		SOLE		299,000	0	0
SCHEIN HENRY INC	COM	806407102	6,721	100,000	SH		SOLE		100,000	0	0
SCHLUMBERGER LTD	COM	806857108	29,620	457,240	SH		SOLE		457,240	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	24,543	470,000	SH		SOLE		470,000	0	0
SEALED AIR CORP NEW	COM	81211K100	2,140	50,000	SH		SOLE		50,000	0	0
SEAWORLD ENTMT INC	COM	81282V100	38,261	2,580,000	SH		SOLE		2,580,000	0	0
SELECT INCOME REIT	COM SH BEN INT	81618T100	1,997	102,500	SH		SOLE		102,500	0	0
SEMPRA ENERGY	COM	816851109	13,346	120,000	SH		SOLE		120,000	0	0
SEQUENTIAL BRNDS GROUP INC N	COM	81734P107	3,557	1,706,200	SH		SOLE		1,706,200	0	0
SERVICENOW INC	COM	81762P102	10,043	60,700	SH		SOLE		60,700	0	0
SHELL MIDSTREAM PARTNERS L P	UNIT LTD INT	822634101	5,429	257,900	SH		SOLE		257,900	0	0
SI FINL GROUP INC MD	COM	78425V104	388	26,943	SH		SOLE		26,943	0	0
SIERRA WIRELESS INC	COM	826516106	178	10,800	SH		SOLE		10,800	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	6,814	48,000	SH		SOLE		48,000	0	0
SILICONWARE PRECISION INDS L	SPONSD ADR SPL	827084864	690	79,800	SH		SOLE		79,800	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	73,842	478,405	SH		SOLE		478,405	0	0
SINA CORP	ORD	G81477104	1,536	14,731	SH		SOLE		14,731	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	3,600	115,000	SH		SOLE		115,000	0	0
SKECHERS U S A INC	CL A	830566105	8,661	222,700	SH		SOLE		222,700	0	0
SL GREEN RLTY CORP	COM	78440X101	18,180	187,750	SH		SOLE		187,750	0	0
SLM CORP	COM	78442P106	20,178	1,800,000	SH		SOLE		1,800,000	0	0
SM ENERGY CO	COM	78454L100	541	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	8,006	64,556	SH		SOLE		64,556	0	0
SOCIEDAD QUIMICA MINERA DE C	SPON ADR SER B	833635105	998	20,300	SH		SOLE		20,300	0	0
SODASTREAM INTERNATIONAL LTD	USD SHS	M9068E105	4,367	47,557	SH		SOLE		47,557	0	0
SOGOU INC	ADR REPSTG A	83409V104	1,605	194,630	SH		SOLE		194,630	0	0
SONOCO PRODS CO	COM	835495102	243	5,000	SH		SOLE		5,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	704	25,000	SH		SOLE		25,000	0	0
SOUTHERN CO	COM	842587107	33,406	748,000	SH		SOLE		748,000	0	0
SOUTHERN COPPER CORP	COM	84265V105	2,687	49,594	SH		SOLE		49,594	0	0
SOUTHWEST AIRLS CO	COM	844741108	117,997	2,060,000	SH		SOLE		2,060,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	31,479	7,270,000	SH		SOLE		7,270,000	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	77,600	616,900	SH		SOLE		616,900	0	0
SPECTRA ENERGY PARTNERS LP	COM	84756N109	6,419	190,800	SH		SOLE		190,800	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	25,277	302,000	SH		SOLE		302,000	0	0
SPIRIT AIRLS INC	COM	848577102	12,656	335,000	SH		SOLE		335,000	0	0
SPIRIT RLTY CAP INC NEW	COM	84860W102	2,562	330,000	SH		SOLE		330,000	0	0
SQUARE INC	CL A	852234103	1,806	36,700	SH		SOLE		36,700	0	0
STAG INDL INC	COM	85254J102	10,310	431,000	SH		SOLE		431,000	0	0
STAR BULK CARRIERS CORP	SHS PAR	Y8162K204	131	11,280	SH		SOLE		11,280	0	0
STARBUCKS CORP	COM	855244109	6,947	120,000	SH		SOLE		120,000	0	0
STARWOOD PPTY TR INC	COM	85571B105	9,951	475,000	SH		SOLE		475,000	0	0
STATE STR CORP	COM	857477103	27,924	280,000	SH		SOLE		280,000	0	0
STEEL DYNAMICS INC	COM	858119100	221	5,000	SH		SOLE		5,000	0	0
STEELCASE INC	CL A	858155203	911	67,000	SH		SOLE		67,000	0	0
STERICYCLE INC	COM	858912108	8,194	140,000	SH		SOLE		140,000	0	0
STIFEL FINL CORP	COM	860630102	21,323	360,000	SH		SOLE		360,000	0	0
STRYKER CORP	COM	863667101	7,241	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	865646103	630	548,000	SH		SOLE		548,000	0	0
SUMMIT HOTEL PPTYS INC	COM	866082100	1,742	128,000	SH		SOLE		128,000	0	0
SUMMIT MATLS INC	CL A	86614U100	614	20,280	SH		SOLE		20,280	0	0
SUMMIT MIDSTREAM PARTNERS LP	COM UNIT LTD	866142102	2,335	166,200	SH		SOLE		166,200	0	0
SUN CMNTYS INC	COM	866674104	22,870	250,300	SH		SOLE		250,300	0	0
SUNOCO LP	COM U REP LP	86765K109	2,763	108,300	SH		SOLE		108,300	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	1,607	105,584	SH		SOLE		105,584	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	1,265	150,000	SH		SOLE		150,000	0	0
SUTHERLAND ASSET MGMT CORP M	COM	86933G105	2,106	139,000	SH		SOLE		139,000	0	0
SVB FINL GROUP	COM	78486Q101	69,363	289,000	SH		SOLE		289,000	0	0
SYMANTEC CORP	COM	871503108	6,204	240,000	SH		SOLE		240,000	0	0
SYNCHRONOSS TECHNOLOGIES INC	COM	87157B103	13,715	1,300,000	SH		SOLE		1,300,000	0	0
SYNCHRONY FINL	COM	87165B103	56,017	1,670,648	SH		SOLE		1,670,648	0	0
SYNOPSYS INC	COM	871607107	8,890	106,800	SH		SOLE		106,800	0	0
SYSCO CORP	COM	871829107	19,967	333,000	SH		SOLE		333,000	0	0
TAILORED BRANDS INC	COM	87403A107	1,378	55,000	SH		SOLE		55,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	187,685	4,288,948	SH		SOLE		4,288,948	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	22,333	228,400	SH		SOLE		228,400	0	0
TAL ED GROUP	SPONSORED ADS	874080104	7,862	211,960	SH		SOLE		211,960	0	0
TALLGRASS ENERGY PARTNERS LP	COM UNIT	874697105	5,274	139,200	SH		SOLE		139,200	0	0
TAPESTRY INC	COM	876030107	3,157	60,000	SH		SOLE		60,000	0	0
TARGET CORP	COM	87612E106	24,639	354,880	SH		SOLE		354,880	0	0
TASEKO MINES LTD	COM	876511106	75	65,362	SH		SOLE		65,362	0	0
TATA MTRS LTD	SPONSORED ADR	876568502	3,066	119,300	SH		SOLE		119,300	0	0
TC PIPELINES LP	UT COM LTD PRT	87233Q108	5,037	145,200	SH		SOLE		145,200	0	0
TCG BDC INC	COM	872280102	11,635	650,000	SH		SOLE		650,000	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	16,064	160,800	SH		SOLE		160,800	0	0
TELADOC INC	COM	87918A105	1,814	45,000	SH		SOLE		45,000	0	0
TELECOM ARGENTINA S A	SPON ADR REP B	879273209	303	9,674	SH		SOLE		9,674	0	0
TELEFONICA BRASIL SA	SPONSORED ADR	87936R106	13,590	884,784	SH		SOLE		884,784	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	6,366	262,500	SH		SOLE		262,500	0	0
TERADYNE INC	COM	880770102	14,627	320,000	SH		SOLE		320,000	0	0
TERNIUM SA	SPON ADR	880890108	1,876	57,728	SH		SOLE		57,728	0	0
TERRENO RLTY CORP	COM	88146M101	6,212	180,000	SH		SOLE		180,000	0	0
TESARO INC	COM	881569107	11,999	210,000	SH		SOLE		210,000	0	0
TESLA INC	COM	88160R101	7,984	30,000	SH		SOLE		30,000	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADR	881624209	7,520	440,000	SH		SOLE		440,000	0	0
TEXAS INSTRS INC	COM	882508104	58,490	563,000	SH		SOLE		563,000	0	0
TEXTRON INC	COM	883203101	33,024	560,000	SH		SOLE		560,000	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	5,467	225,459	SH		SOLE		225,459	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	19,614	95,000	SH		SOLE		95,000	0	0
THOR INDS INC	COM	885160101	65,647	570,000	SH		SOLE		570,000	0	0
TIER REIT INC	COM NEW	88650V208	1,100	59,500	SH		SOLE		59,500	0	0
TIFFANY & CO NEW	COM	886547108	4,883	50,000	SH		SOLE		50,000	0	0
TIME WARNER INC	COM NEW	887317303	234,558	2,480,000	SH		SOLE		2,480,000	0	0
TITAN INTL INC ILL	COM	88830M102	8,953	710,000	SH		SOLE		710,000	0	0
TJX COS INC NEW	COM	872540109	22,429	275,000	SH		SOLE		275,000	0	0
TOLL BROTHERS INC	COM	889478103	4,855	112,250	SH		SOLE		112,250	0	0
TOOTSIE ROLL INDS INC	COM	890516107	2,783	94,493	SH		SOLE		94,493	0	0
TOTAL SYS SVCS INC	COM	891906109	9,782	113,400	SH		SOLE		113,400	0	0
TPG SPECIALTY LENDING INC	COM	87265K102	76,798	4,300,000	SH		SOLE		4,300,000	0	0
TRANSDIGM GROUP INC	COM	893641100	9,208	30,000	SH		SOLE		30,000	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	1,145	115,700	SH		SOLE		115,700	0	0
TRAVELCENTERS AMER LLC	COM	894174101	4,680	1,300,000	SH		SOLE		1,300,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	21,745	156,595	SH		SOLE		156,595	0	0
TREEHOUSE FOODS INC	COM	89469A104	9,185	240,000	SH		SOLE		240,000	0	0
TRI POINTE GROUP INC	COM	87265H109	2,136	130,000	SH		SOLE		130,000	0	0
TRIANGLE CAP CORP	COM	895848109	21,147	1,900,000	SH		SOLE		1,900,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	21,924	870,000	SH		SOLE		870,000	0	0
TRUPANION INC	COM	898202106	11,956	400,000	SH		SOLE		400,000	0	0
TSAKOS ENERGY NAVIGATION LTD	SHS	G9108L108	160	48,500	SH		SOLE		48,500	0	0
TUPPERWARE BRANDS CORP	COM	899896104	5,032	104,000	SH		SOLE		104,000	0	0
TUTOR PERINI CORP	COM	901109108	4,851	220,000	SH		SOLE		220,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	7,274	200,000	SH		SOLE		200,000	0	0
ULTA BEAUTY INC	COM	90384S303	8,681	42,500	SH		SOLE		42,500	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	25,025	1,300,000	SH		SOLE		1,300,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	479	9,400	SH		SOLE		9,400	0	0
UMH PPTYS INC	COM	903002103	5,176	386,000	SH		SOLE		386,000	0	0
UNDER ARMOUR INC	CL C	904311206	30,135	2,100,000	SH		SOLE		2,100,000	0	0
UNION PAC CORP	COM	907818108	38,985	290,000	SH		SOLE		290,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	10,073	145,000	SH		SOLE		145,000	0	0
UNITED MICROELECTRONICS CORP	SPON ADR NEW	910873405	1,135	438,200	SH		SOLE		438,200	0	0
UNITED NAT FOODS INC	COM	911163103	4,723	110,000	SH		SOLE		110,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	86,345	825,000	SH		SOLE		825,000	0	0
UNITED RENTALS INC	COM	911363109	58,210	337,000	SH		SOLE		337,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	20,760	165,000	SH		SOLE		165,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	120,873	564,828	SH		SOLE		564,828	0	0
UNITI GROUP INC	COM	91325V108	12,707	782,000	SH		SOLE		782,000	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	25,270	250,200	SH		SOLE		250,200	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	8,881	75,000	SH		SOLE		75,000	0	0
US BANCORP DEL	COM NEW	902973304	48,766	965,671	SH		SOLE		965,671	0	0
VALE S A	ADR	91912E105	9,941	781,510	SH		SOLE		781,510	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	22,988	247,800	SH		SOLE		247,800	0	0
VANECK VECTORS ETF TR	RUSSIA ETF	92189F403	8,029	353,100	SH		SOLE		353,100	0	0
VANECK VECTORS ETF TR	INDIA SMALL CAP	92189F767	3,957	69,171	SH		SOLE		69,171	0	0
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	135,846	1,800,000	SH		SOLE		1,800,000	0	0
VECTREN CORP	COM	92240G101	1,278	20,000	SH		SOLE		20,000	0	0
VEDANTA LTD	SPONSORED ADR	92242Y100	2,342	133,300	SH		SOLE		133,300	0	0
VENTAS INC	COM	92276F100	13,334	269,200	SH		SOLE		269,200	0	0
VEON LTD	SPONSORED ADR	91822M106	271	102,800	SH		SOLE		102,800	0	0
VEREIT INC	COM	92339V100	3,654	525,000	SH		SOLE		525,000	0	0
VERISIGN INC	COM	92343E102	3,699	31,200	SH		SOLE		31,200	0	0
VERISK ANALYTICS INC	COM	92345Y106	7,010	67,400	SH		SOLE		67,400	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	183,221	3,831,468	SH		SOLE		3,831,468	0	0
VERSUM MATLS INC	COM	92532W103	3,481	92,500	SH		SOLE		92,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	37,485	230,000	SH		SOLE		230,000	0	0
VIACOM INC NEW	CL B	92553P201	34,166	1,100,000	SH		SOLE		1,100,000	0	0
VIPSHOP HLDGS LTD	SPONSORED ADR	92763W103	2,454	147,647	SH		SOLE		147,647	0	0
VISA INC	COM CL A	92826C839	287,758	2,405,600	SH		SOLE		2,405,600	0	0
VISTRA ENERGY CORP	COM	92840M102	3,333	160,000	SH		SOLE		160,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	15,372	228,400	SH		SOLE		228,400	0	0
VOYA FINL INC	COM	929089100	25,250	500,000	SH		SOLE		500,000	0	0
W R BERKLEY CORPORATION	COM	084423102	5,300	72,905	SH		SOLE		72,905	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	28,597	436,800	SH		SOLE		436,800	0	0
WALMART INC	COM	931142103	119,131	1,339,000	SH		SOLE		1,339,000	0	0
WASHINGTON PRIME GROUP NEW	COM	93964W108	300	45,050	SH		SOLE		45,050	0	0
WASTE MGMT INC DEL	COM	94106L109	9,674	115,000	SH		SOLE		115,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	31,857	410,000	SH		SOLE		410,000	0	0
WAYFAIR INC	CL A	94419L101	4,356	64,500	SH		SOLE		64,500	0	0
WEB COM GROUP INC	COM	94733A104	1,991	110,000	SH		SOLE		110,000	0	0
WEC ENERGY GROUP INC	COM	92939U106	6,834	109,000	SH		SOLE		109,000	0	0
WEIBO CORP	SPONSORED ADR	948596101	4,102	34,313	SH		SOLE		34,313	0	0
WELLS FARGO CO NEW	COM	949746101	248,471	4,740,900	SH		SOLE		4,740,900	0	0
WELLTOWER INC	COM	95040Q104	16,084	295,500	SH		SOLE		295,500	0	0
WESTERN DIGITAL CORP	COM	958102105	95,242	1,032,209	SH		SOLE		1,032,209	0	0
WESTERN GAS EQUITY PARTNERS	COMUNT LTD PT	95825R103	2,315	69,900	SH		SOLE		69,900	0	0
WESTERN GAS PARTNERS LP	COM UNIT LP IN	958254104	9,473	222,000	SH		SOLE		222,000	0	0
WESTROCK CO	COM	96145D105	35,615	555,000	SH		SOLE		555,000	0	0
WEX INC	COM	96208T104	5,043	32,200	SH		SOLE		32,200	0	0
WEYERHAEUSER CO	COM	962166104	11,375	325,000	SH		SOLE		325,000	0	0
WHIRLPOOL CORP	COM	963320106	26,756	174,750	SH		SOLE		174,750	0	0
WHITESTONE REIT	COM	966084204	5,346	514,500	SH		SOLE		514,500	0	0
WIDEOPENWEST INC	COM	96758W101	7,150	1,000,000	SH		SOLE		1,000,000	0	0
WILLIAMS COS INC DEL	COM	969457100	13,601	547,100	SH		SOLE		547,100	0	0
WILLIAMS PARTNERS L P NEW	COM UNIT LTD PAR	96949L105	25,192	731,700	SH		SOLE		731,700	0	0
WIPRO LTD	SPON ADR 1 SH	97651M109	2,300	445,800	SH		SOLE		445,800	0	0
WNS HOLDINGS LTD	SPON ADR	92932M101	1,496	33,013	SH		SOLE		33,013	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	6,482	180,000	SH		SOLE		180,000	0	0
WORLDPAY INC	CL A	981558109	6,678	81,200	SH		SOLE		81,200	0	0
WPX ENERGY INC	COM	98212B103	2,734	185,000	SH		SOLE		185,000	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W108	5,435	47,500	SH		SOLE		47,500	0	0
XCEL BRANDS INC	COM NEW	98400M101	1,758	549,419	SH		SOLE		549,419	0	0
XCEL ENERGY INC	COM	98389B100	10,347	227,500	SH		SOLE		227,500	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	319	65,000	SH		SOLE		65,000	0	0
XL GROUP LTD	COM	G98294104	15,473	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	983772104	5,603	270,000	SH		SOLE		270,000	0	0
YANDEX N V	SHS CLASS A	N97284108	7,523	190,700	SH		SOLE		190,700	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	12,739	589,233	SH		SOLE		589,233	0	0
YUM BRANDS INC	COM	988498101	9,620	113,000	SH		SOLE		113,000	0	0
YUM CHINA HLDGS INC	COM	98850P109	6,085	146,627	SH		SOLE		146,627	0	0
YY INC	ADS REPCOM CLA	98426T106	1,558	14,815	SH		SOLE		14,815	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	6,597	60,500	SH		SOLE		60,500	0	0
ZOETIS INC	CL A	98978V103	68,331	818,234	SH		SOLE		818,234	0	0
ZYNGA INC	CL A	98986T108	4,719	1,289,300	SH		SOLE		1,289,300	0	0