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

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

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

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	Oct 31, 2018
Estimated average burden
hours per response:		23.8

COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
2U INC	COM	90214J101	7,863	94,100	SH		SOLE		94,100	0	0
3M CO	COM	88579Y101	43,751	222,400	SH		SOLE		222,400	0	0
51JOB INC	SP ADR REP COM	316827104	5,091	52,147	SH		SOLE		52,147	0	0
58 COM INC	SPON ADR REP A	31680Q104	1,754	25,290	SH		SOLE		25,290	0	0
ABBOTT LABS	COM	002824100	57,931	949,850	SH		SOLE		949,850	0	0
ABBVIE INC	COM	00287Y109	104,695	1,130,000	SH		SOLE		1,130,000	0	0
ABM INDS INC	COM	000957100	2,189	75,000	SH		SOLE		75,000	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	32,728	800,000	SH		SOLE		800,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	14,705	537,246	SH		SOLE		537,246	0	0
ACCELERON PHARMA INC	COM	00434H108	2,572	53,000	SH		SOLE		53,000	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	37,593	229,800	SH		SOLE		229,800	0	0
ACCO BRANDS CORP	COM	00081T108	2,936	212,000	SH		SOLE		212,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	2,583	90,000	SH		SOLE		90,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	50,638	663,500	SH		SOLE		663,500	0	0
ADAMAS PHARMACEUTICALS INC	COM	00548A106	2,415	93,500	SH		SOLE		93,500	0	0
ADAMIS PHARMACEUTICALS CORP	COM NEW	00547W208	94	29,338	SH		SOLE		29,338	0	0
ADAPTIMMUNE THERAPEUTICS PLC	SPONDS ADR	00653A107	285	24,000	SH		SOLE		24,000	0	0
ADECOAGRO S A	COM	L00849106	200	25,100	SH		SOLE		25,100	0	0
ADOBE SYS INC	COM	00724F101	40,399	165,700	SH		SOLE		165,700	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	25,483	1,700,000	SH		SOLE		1,700,000	0	0
ADVANSIX INC	COM	00773T101	571	15,600	SH		SOLE		15,600	0	0
AECOM	COM	00766T100	57,142	1,730,000	SH		SOLE		1,730,000	0	0
AES CORP	COM	00130H105	2,682	200,000	SH		SOLE		200,000	0	0
AETNA INC NEW	COM	00817Y108	86,267	470,120	SH		SOLE		470,120	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	30,031	202,000	SH		SOLE		202,000	0	0
AFLAC INC	COM	001055102	25,812	600,000	SH		SOLE		600,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	10,204	165,000	SH		SOLE		165,000	0	0
AGREE REALTY CORP	COM	008492100	24,051	455,750	SH		SOLE		455,750	0	0
AIR PRODS & CHEMS INC	COM	009158106	27,253	175,000	SH		SOLE		175,000	0	0
AK STL HLDG CORP	COM	001547108	71,545	16,485,000	SH		SOLE		16,485,000	0	0
ALASKA AIR GROUP INC	COM	011659109	42,877	710,000	SH		SOLE		710,000	0	0
ALBEMARLE CORP	COM	012653101	43,864	465,000	SH		SOLE		465,000	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	2,953	125,652	SH		SOLE		125,652	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	24,849	196,950	SH		SOLE		196,950	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	32,900	265,000	SH		SOLE		265,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	166,310	896,409	SH		SOLE		896,409	0	0
ALKERMES PLC	SHS	G01767105	7,820	190,000	SH		SOLE		190,000	0	0
ALLEGHANY CORP DEL	COM	017175100	5,491	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	628	25,000	SH		SOLE		25,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	1,547	20,000	SH		SOLE		20,000	0	0
ALLERGAN PLC	SHS	G0177J108	100,982	605,702	SH		SOLE		605,702	0	0
ALLIANCE ONE INTL INC	COM NEW	018772301	951	60,000	SH		SOLE		60,000	0	0
ALLIANT ENERGY CORP	COM	018802108	2,962	70,000	SH		SOLE		70,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	840	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	23,826	261,054	SH		SOLE		261,054	0	0
ALNYLAM PHARMACEUTICALS INC	COM	02043Q107	7,879	80,000	SH		SOLE		80,000	0	0
ALPHABET INC	CAP STK CL C	02079K107	698,397	626,000	SH		SOLE		626,000	0	0
ALTABA INC	COM	021346101	21,963	300,000	SH		SOLE		300,000	0	0
ALTAIR ENGR INC	COM CL A	021369103	2,051	60,000	SH		SOLE		60,000	0	0
ALTICE USA INC	CL A	02156K103	2,456	143,961	SH		SOLE		143,961	0	0
ALTRIA GROUP INC	COM	02209S103	134,706	2,372,000	SH		SOLE		2,372,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	1,290	66,167	SH		SOLE		66,167	0	0
AMAZON COM INC	COM	023135106	900,894	530,000	SH		SOLE		530,000	0	0
AMBEV SA	SPONSORED ADR	02319V103	14,386	3,107,048	SH		SOLE		3,107,048	0	0
AMEREN CORP	COM	023608102	5,416	89,000	SH		SOLE		89,000	0	0
AMERESCO INC	CL A	02361E108	1,500	125,000	SH		SOLE		125,000	0	0
AMERICA MOVIL SAB DE CV	SPON ADR L SHS	02364W105	35,674	2,141,328	SH		SOLE		2,141,328	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	22,207	585,000	SH		SOLE		585,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	17,997	470,000	SH		SOLE		470,000	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	1,556	100,000	SH		SOLE		100,000	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	12,693	296,001	SH		SOLE		296,001	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	2,930	126,000	SH		SOLE		126,000	0	0
AMERICAN ELEC PWR INC	COM	025537101	43,593	629,500	SH		SOLE		629,500	0	0
AMERICAN EXPRESS CO	COM	025816109	39,200	400,000	SH		SOLE		400,000	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	3,687	166,250	SH		SOLE		166,250	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	81,757	1,542,000	SH		SOLE		1,542,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	83,402	578,500	SH		SOLE		578,500	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	1,281	15,000	SH		SOLE		15,000	0	0
AMERICOLD RLTY TR	COM	03064D108	2,422	110,000	SH		SOLE		110,000	0	0
AMERIPRISE FINL INC	COM	03076C106	69,520	497,000	SH		SOLE		497,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	17,054	200,000	SH		SOLE		200,000	0	0
AMGEN INC	COM	031162100	51,765	280,431	SH		SOLE		280,431	0	0
ANADARKO PETE CORP	COM	032511107	22,913	312,800	SH		SOLE		312,800	0	0
ANALOG DEVICES INC	COM	032654105	60,430	630,000	SH		SOLE		630,000	0	0
ANAPTYSBIO INC	COM	032724106	3,907	55,000	SH		SOLE		55,000	0	0
ANDEAVOR LOGISTICS LP	COM UNIT LP INT	03350F106	10,275	241,600	SH		SOLE		241,600	0	0
ANGIODYNAMICS INC	COM	03475V101	1,446	65,000	SH		SOLE		65,000	0	0
ANSYS INC	COM	03662Q105	6,445	37,000	SH		SOLE		37,000	0	0
ANTERO MIDSTREAM GP LP	COM SHS REPSTG	03675Y103	1,963	104,100	SH		SOLE		104,100	0	0
ANTERO MIDSTREAM PARTNERS LP	UNT LTD PARTN	03673L103	4,396	148,900	SH		SOLE		148,900	0	0
ANTHEM INC	COM	036752103	11,902	50,000	SH		SOLE		50,000	0	0
AON PLC	SHS CL A	G0408V102	34,293	250,000	SH		SOLE		250,000	0	0
APACHE CORP	COM	037411105	84,000	1,796,800	SH		SOLE		1,796,800	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	8,545	202,000	SH		SOLE		202,000	0	0
APPLE INC	COM	037833100	794,122	4,290,000	SH		SOLE		4,290,000	0	0
APPLIED MATLS INC	COM	038222105	78,292	1,695,000	SH		SOLE		1,695,000	0	0
APTIV PLC	SHS	G6095L109	13,928	152,000	SH		SOLE		152,000	0	0
AQUA AMERICA INC	COM	03836W103	2,639	75,000	SH		SOLE		75,000	0	0
ARBOR RLTY TR INC	COM	038923108	3,327	319,000	SH		SOLE		319,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	26,875	1,015,668	SH		SOLE		1,015,668	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	8,526	186,026	SH		SOLE		186,026	0	0
ARCONIC INC	COM	03965L100	21,007	1,235,000	SH		SOLE		1,235,000	0	0
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	G0457F107	276	39,700	SH		SOLE		39,700	0	0
ARQULE INC	COM	04269E107	597	108,040	SH		SOLE		108,040	0	0
ARRIS INTL INC	SHS	G0551A103	3,911	160,000	SH		SOLE		160,000	0	0
ASE TECHNOLOGY HOLDING CO LT	SPONSORED ADS	00215W100	6,733	1,463,672	SH		SOLE		1,463,672	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	1,134	140,000	SH		SOLE		140,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	2,829	30,500	SH		SOLE		30,500	0	0
ASTEC INDS INC	COM	046224101	87,607	1,465,000	SH		SOLE		1,465,000	0	0
AT&T INC	COM	00206R102	283,178	8,819,000	SH		SOLE		8,819,000	0	0
ATHENAHEALTH INC	COM	04685W103	9,548	60,000	SH		SOLE		60,000	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	64,530	900,000	SH		SOLE		900,000	0	0
ATMOS ENERGY CORP	COM	049560105	2,254	25,000	SH		SOLE		25,000	0	0
AU OPTRONICS CORP	SPONSORED ADR	002255107	791	186,900	SH		SOLE		186,900	0	0
AUDIOCODES LTD	ORD	M15342104	202	25,935	SH		SOLE		25,935	0	0
AUTODESK INC	COM	052769106	30,531	232,900	SH		SOLE		232,900	0	0
AUTOHOME INC	SP ADR RP CL A	05278C107	4,677	46,306	SH		SOLE		46,306	0	0
AUTOZONE INC	COM	053332102	7,280	10,850	SH		SOLE		10,850	0	0
AVADEL PHARMACEUTICALS PLC	SPONSORED ADR	05337M104	258	42,090	SH		SOLE		42,090	0	0
AVALONBAY CMNTYS INC	COM	053484101	21,658	126,000	SH		SOLE		126,000	0	0
AVON PRODS INC	COM	054303102	10,368	6,400,000	SH		SOLE		6,400,000	0	0
AXALTA COATING SYS LTD	COM	G0750C108	1,970	65,000	SH		SOLE		65,000	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	57	25,000	SH		SOLE		25,000	0	0
AZUL S A	SPONSR ADR PFD	05501U106	2,581	157,782	SH		SOLE		157,782	0	0
BABCOCK & WILCOX ENTERPRIS I	COM	05614L100	1,809	760,000	SH		SOLE		760,000	0	0
BAIDU INC	SPON ADR REP A	056752108	60,848	250,403	SH		SOLE		250,403	0	0
BAKER HUGHES A GE CO	CL A	05722G100	55,616	1,683,800	SH		SOLE		1,683,800	0	0
BALL CORP	COM	058498106	8,888	250,000	SH		SOLE		250,000	0	0
BALLANTYNE STRONG INC	COM	058516105	2,328	480,000	SH		SOLE		480,000	0	0
BANCO BRADESCO S A	SP ADR PFD NEW	059460303	2,406	350,663	SH		SOLE		350,663	0	0
BANCO DE CHILE	SPONSORED ADR	059520106	3,215	34,586	SH		SOLE		34,586	0	0
BANCO SANTANDER CHILE NEW	SP ADR REP COM	05965X109	13,127	417,657	SH		SOLE		417,657	0	0
BANK AMER CORP	COM	060505104	356,152	12,634,000	SH		SOLE		12,634,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	32,313	599,167	SH		SOLE		599,167	0	0
BAOZUN INC	SPONSORED ADR	06684L103	2,600	47,530	SH		SOLE		47,530	0	0
BAXTER INTL INC	COM	071813109	2,215	30,000	SH		SOLE		30,000	0	0
BB&T CORP	COM	054937107	13,266	263,000	SH		SOLE		263,000	0	0
BBVA BANCO FRANCES S A	SPONSORED ADR	07329M100	1,278	103,406	SH		SOLE		103,406	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	3,136	280,000	SH		SOLE		280,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	8,850	600,000	SH		SOLE		600,000	0	0
BECTON DICKINSON & CO	COM	075887109	23,806	99,374	SH		SOLE		99,374	0	0
BEIGENE LTD	SPONSORED ADR	07725L102	2,842	18,487	SH		SOLE		18,487	0	0
BEL FUSE INC	CL B	077347300	1,777	85,000	SH		SOLE		85,000	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	26,794	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	134,388	720,000	SH		SOLE		720,000	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	8,040	175,000	SH		SOLE		175,000	0	0
BIOGEN INC	COM	09062X103	77,925	268,485	SH		SOLE		268,485	0	0
BIOTIME INC	*W EXP 10/01/201	09066L162	1	11,216	SH		SOLE		11,216	0	0
BLACK HILLS CORP	COM	092113109	979	16,000	SH		SOLE		16,000	0	0
BLACKROCK INC	COM	09247X101	52,150	104,500	SH		SOLE		104,500	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	51,472	1,600,000	SH		SOLE		1,600,000	0	0
BLUEROCK RESIDENTIAL GRW REI	COM CL A	09627J102	981	110,000	SH		SOLE		110,000	0	0
BMC STK HLDGS INC	COM	05591B109	730	35,000	SH		SOLE		35,000	0	0
BOARDWALK PIPELINE PARTNERS	UT LTD PARTNER	096627104	2,948	253,700	SH		SOLE		253,700	0	0
BOEING CO	COM	097023105	109,041	325,000	SH		SOLE		325,000	0	0
BORGWARNER INC	COM	099724106	5,395	125,000	SH		SOLE		125,000	0	0
BOSTON PROPERTIES INC	COM	101121101	22,450	179,000	SH		SOLE		179,000	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	16,023	490,000	SH		SOLE		490,000	0	0
BP MIDSTREAM PARTNERS LP	UNIT LTD PTNR	0556EL109	4,723	225,000	SH		SOLE		225,000	0	0
BRAEMAR HOTELS & RESORTS INC	COM	10482B101	3,467	303,500	SH		SOLE		303,500	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	8,786	520,500	SH		SOLE		520,500	0	0
BRIGHTCOVE INC	COM	10921T101	965	100,000	SH		SOLE		100,000	0	0
BRIGHTHOUSE FINL INC	COM	10922N103	33,823	844,090	SH		SOLE		844,090	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	112,447	2,031,938	SH		SOLE		2,031,938	0	0
BRITISH AMERN TOB PLC	SPONSORED ADR	110448107	15,683	310,866	SH		SOLE		310,866	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	2,963	170,000	SH		SOLE		170,000	0	0
BROADCOM INC	COM	11135F101	83,710	345,000	SH		SOLE		345,000	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	3,704	91,369	SH		SOLE		91,369	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	3,804	200,000	SH		SOLE		200,000	0	0
BRT APARTMENTS CORP	COM	055645303	1,186	93,000	SH		SOLE		93,000	0	0
BSQUARE CORP	COM NEW	11776U300	417	154,500	SH		SOLE		154,500	0	0
BUCKEYE PARTNERS L P	UNIT LTD PARTN	118230101	11,020	313,500	SH		SOLE		313,500	0	0
BURLINGTON STORES INC	COM	122017106	22,580	150,000	SH		SOLE		150,000	0	0
BWX TECHNOLOGIES INC	COM	05605H100	3,739	60,000	SH		SOLE		60,000	0	0
CABOT CORP	COM	127055101	4,942	80,000	SH		SOLE		80,000	0	0
CABOT OIL & GAS CORP	COM	127097103	6,783	285,000	SH		SOLE		285,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	7,458	172,200	SH		SOLE		172,200	0	0
CAESARSTONE LTD	ORD SHS	M20598104	453	30,000	SH		SOLE		30,000	0	0
CALAVO GROWERS INC	COM	128246105	32,691	340,000	SH		SOLE		340,000	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	974	25,000	SH		SOLE		25,000	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	2,187	24,000	SH		SOLE		24,000	0	0
CAMPBELL SOUP CO	COM	134429109	8,108	200,000	SH		SOLE		200,000	0	0
CAMPING WORLD HLDGS INC	CL A	13462K109	5,768	230,900	SH		SOLE		230,900	0	0
CAPITAL ONE FINL CORP	COM	14040H105	58,816	640,000	SH		SOLE		640,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	1,921	180,000	SH		SOLE		180,000	0	0
CARBON BLACK INC	COM	14081R103	260	10,000	SH		SOLE		10,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	8,301	170,000	SH		SOLE		170,000	0	0
CARDIOVASCULAR SYS INC DEL	COM	141619106	485	15,000	SH		SOLE		15,000	0	0
CARLISLE COS INC	COM	142339100	31,410	290,000	SH		SOLE		290,000	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	65,333	1,140,000	SH		SOLE		1,140,000	0	0
CARTER INC	COM	146229109	4,227	39,000	SH		SOLE		39,000	0	0
CASEYS GEN STORES INC	COM	147528103	13,660	130,000	SH		SOLE		130,000	0	0
CATERPILLAR INC DEL	COM	149123101	89,542	660,000	SH		SOLE		660,000	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	1,977	19,000	SH		SOLE		19,000	0	0
CBRE GROUP INC	CL A	12504L109	7,805	163,500	SH		SOLE		163,500	0	0
CBS CORP NEW	CL B	124857202	154,043	2,740,000	SH		SOLE		2,740,000	0	0
CELCUITY INC	COM	15102K100	1,489	60,000	SH		SOLE		60,000	0	0
CELGENE CORP	COM	151020104	59,565	750,000	SH		SOLE		750,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM	15117B103	239	475,000	SH		SOLE		475,000	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	1,353	206,275	SH		SOLE		206,275	0	0
CENTENE CORP DEL	COM	15135B101	1,916	15,550	SH		SOLE		15,550	0	0
CENTERPOINT ENERGY INC	COM	15189T107	3,630	131,000	SH		SOLE		131,000	0	0
CENTURY CMNTYS INC	COM	156504300	938	29,745	SH		SOLE		29,745	0	0
CENTURYLINK INC	COM	156700106	2,663	142,860	SH		SOLE		142,860	0	0
CERAGON NETWORKS LTD	ORD	M22013102	325	91,077	SH		SOLE		91,077	0	0
CERIDIAN HCM HLDG INC	COM	15677J108	996	30,000	SH		SOLE		30,000	0	0
CERNER CORP	COM	156782104	10,164	170,000	SH		SOLE		170,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	3,929	35,000	SH		SOLE		35,000	0	0
CHECK POINT SOFTWARE TECH LT	ORD	M22465104	10,120	103,600	SH		SOLE		103,600	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	54,760	840,000	SH		SOLE		840,000	0	0
CHENIERE ENERGY PARTNERS LP	COM UNIT	16411Q101	7,104	197,600	SH		SOLE		197,600	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	26,200	5,000,000	SH		SOLE		5,000,000	0	0
CHESAPEAKE ENERGY CORP	NOTE 5.500% 9/1	165167CY1	76	75,000	SH		SOLE		75,000	0	0
CHEVRON CORP NEW	COM	166764100	204,045	1,613,900	SH		SOLE		1,613,900	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	20,757	467,609	SH		SOLE		467,609	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	3,882	9,000	SH		SOLE		9,000	0	0
CHUBB LIMITED	COM	H1467J104	35,961	283,114	SH		SOLE		283,114	0	0
CHUNGHWA TELECOM CO LTD	SPON ADR NEW11	17133Q502	3,132	87,198	SH		SOLE		87,198	0	0
CHURCH & DWIGHT INC	COM	171340102	38,541	725,000	SH		SOLE		725,000	0	0
CIENA CORP	COM NEW	171779309	24,389	920,000	SH		SOLE		920,000	0	0
CIGNA CORPORATION	COM	125509109	38,610	227,182	SH		SOLE		227,182	0	0
CIMAREX ENERGY CO	COM	171798101	6,145	60,400	SH		SOLE		60,400	0	0
CINEMARK HOLDINGS INC	COM	17243V102	9,822	280,000	SH		SOLE		280,000	0	0
CISCO SYS INC	COM	17275R102	201,596	4,685,000	SH		SOLE		4,685,000	0	0
CITIGROUP INC	COM NEW	172967424	206,181	3,081,000	SH		SOLE		3,081,000	0	0
CITIZENS FINL GROUP INC	COM	174610105	9,336	240,000	SH		SOLE		240,000	0	0
CITRIX SYS INC	COM	177376100	5,169	49,300	SH		SOLE		49,300	0	0
CITY OFFICE REIT INC	COM	178587101	4,362	340,000	SH		SOLE		340,000	0	0
CLIPPER RLTY INC	COM	18885T306	1,294	151,500	SH		SOLE		151,500	0	0
CLOROX CO DEL	COM	189054109	6,357	47,000	SH		SOLE		47,000	0	0
CLOVIS ONCOLOGY INC	COM	189464100	12,277	270,000	SH		SOLE		270,000	0	0
CME GROUP INC	COM CL A	12572Q105	29,506	180,000	SH		SOLE		180,000	0	0
CMS ENERGY CORP	COM	125896100	11,276	238,500	SH		SOLE		238,500	0	0
CNX RESOURCES CORPORATION	COM	12653C108	1,778	100,000	SH		SOLE		100,000	0	0
COCA COLA CO	COM	191216100	84,211	1,920,000	SH		SOLE		1,920,000	0	0
COCA COLA EUROPEAN PARTNERS	SHS	G25839104	11,114	273,463	SH		SOLE		273,463	0	0
COCA COLA FEMSA S A B DE C V	SPON ADR REP L	191241108	350	6,200	SH		SOLE		6,200	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	21,360	400,000	SH		SOLE		400,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	7,299	92,400	SH		SOLE		92,400	0	0
COHERENT INC	COM	192479103	34,412	220,000	SH		SOLE		220,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	53,403	824,000	SH		SOLE		824,000	0	0
COLLIERS INTL GROUP INC	SUB VTG SHS	194693107	336	4,443	SH		SOLE		4,443	0	0
COLONY CAP INC NEW	CL A COM	19626G108	5,279	845,885	SH		SOLE		845,885	0	0
COLUMBIA PPTY TR INC	COM NEW	198287203	1,101	48,500	SH		SOLE		48,500	0	0
COMCAST CORP NEW	CL A	20030N101	149,286	4,550,000	SH		SOLE		4,550,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	892	268,743	SH		SOLE		268,743	0	0
COMMUNITY HEALTHCARE TR INC	COM	20369C106	9,066	303,500	SH		SOLE		303,500	0	0
COMPANIA DE MINAS BUENAVENTU	SPONSORED ADR	204448104	6,551	480,612	SH		SOLE		480,612	0	0
COMSCORE INC	COM	20564W105	31,828	1,460,000	SH		SOLE		1,460,000	0	0
CONAGRA BRANDS INC	COM	205887102	16,152	452,045	SH		SOLE		452,045	0	0
CONCERT PHARMACEUTICALS INC	COM	206022105	673	40,000	SH		SOLE		40,000	0	0
CONOCOPHILLIPS	COM	20825C104	97,962	1,407,100	SH		SOLE		1,407,100	0	0
CONSOLIDATED EDISON INC	COM	209115104	4,523	58,000	SH		SOLE		58,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	43,774	200,000	SH		SOLE		200,000	0	0
CONTROL4 CORP	COM	21240D107	21,879	900,000	SH		SOLE		900,000	0	0
COPA HOLDINGS SA	CL A	P31076105	1,004	10,606	SH		SOLE		10,606	0	0
CORE MARK HOLDING CO INC	COM	218681104	14,982	660,000	SH		SOLE		660,000	0	0
CORNING INC	COM	219350105	11,835	430,200	SH		SOLE		430,200	0	0
CORPORATE OFFICE PPTYS TR	SH BEN INT	22002T108	1,160	40,000	SH		SOLE		40,000	0	0
COSTAMARE INC	SHS	Y1771G102	245	30,700	SH		SOLE		30,700	0	0
COSTCO WHSL CORP NEW	COM	22160K105	38,034	182,000	SH		SOLE		182,000	0	0
COTY INC	COM CL A	222070203	16,596	1,177,000	SH		SOLE		1,177,000	0	0
COUPA SOFTWARE INC	COM	22266L106	2,048	32,900	SH		SOLE		32,900	0	0
COVANTA HLDG CORP	COM	22282E102	660	40,000	SH		SOLE		40,000	0	0
CRAY INC	COM NEW	225223304	34,440	1,400,000	SH		SOLE		1,400,000	0	0
CREDICORP LTD	COM	G2519Y108	28,212	125,317	SH		SOLE		125,317	0	0
CRESTWOOD EQUITY PARTNERS LP	UNIT LTD PARTNER	226344208	3,715	117,000	SH		SOLE		117,000	0	0
CROCS INC	COM	227046109	792	45,000	SH		SOLE		45,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	90,839	842,500	SH		SOLE		842,500	0	0
CROWN HOLDINGS INC	COM	228368106	7,385	165,000	SH		SOLE		165,000	0	0
CSX CORP	COM	126408103	1,595	25,000	SH		SOLE		25,000	0	0
CTRIP COM INTL LTD	AMERICAN DEP SHS	22943F100	5,845	122,710	SH		SOLE		122,710	0	0
CUBESMART	COM	229663109	19,163	594,750	SH		SOLE		594,750	0	0
CUBIC CORP	COM	229669106	48,150	750,000	SH		SOLE		750,000	0	0
CUMMINS INC	COM	231021106	9,310	70,000	SH		SOLE		70,000	0	0
CVS HEALTH CORP	COM	126650100	56,946	884,943	SH		SOLE		884,943	0	0
CYBERARK SOFTWARE LTD	SHS	M2682V108	330	5,249	SH		SOLE		5,249	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	23,374	1,500,250	SH		SOLE		1,500,250	0	0
CYRUSONE INC	COM	23283R100	17,392	298,000	SH		SOLE		298,000	0	0
D R HORTON INC	COM	23331A109	4,490	109,500	SH		SOLE		109,500	0	0
DANA INCORPORATED	COM	235825205	3,029	150,000	SH		SOLE		150,000	0	0
DANAHER CORP DEL	COM	235851102	15,789	160,000	SH		SOLE		160,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	6,424	60,000	SH		SOLE		60,000	0	0
DASEKE INC	COM	23753F107	6,455	650,000	SH		SOLE		650,000	0	0
DATAWATCH CORP	COM NEW	237917208	2,565	270,000	SH		SOLE		270,000	0	0
DCP MIDSTREAM LP	COM UT LTD PTN	23311P100	4,932	124,700	SH		SOLE		124,700	0	0
DDR CORP	COM	23317H854	4,117	229,999	SH		SOLE		229,999	0	0
DEERE & CO	COM	244199105	36,348	260,000	SH		SOLE		260,000	0	0
DELL TECHNOLOGIES INC	COM CL V	24703L103	9,791	115,761	SH		SOLE		115,761	0	0
DELPHI TECHNOLOGIES PLC	SHS	G2709G107	1,546	34,000	SH		SOLE		34,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	48,797	985,000	SH		SOLE		985,000	0	0
DENBURY RES INC	COM NEW	247916208	1,443	300,000	SH		SOLE		300,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	5,034	115,000	SH		SOLE		115,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	55,829	1,270,000	SH		SOLE		1,270,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	1,648	79,000	SH		SOLE		79,000	0	0
DIANA SHIPPING INC	COM	Y2066G104	186	38,700	SH		SOLE		38,700	0	0
DIGI INTL INC	COM	253798102	1,914	145,000	SH		SOLE		145,000	0	0
DIGITAL RLTY TR INC	COM	253868103	1,116	10,000	SH		SOLE		10,000	0	0
DISCOVER FINL SVCS	COM	254709108	20,947	297,500	SH		SOLE		297,500	0	0
DISCOVERY INC	COM SER C	25470F302	9,180	360,000	SH		SOLE		360,000	0	0
DISH NETWORK CORP	CL A	25470M109	42,013	1,250,000	SH		SOLE		1,250,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	197,043	1,880,000	SH		SOLE		1,880,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	15,973	162,000	SH		SOLE		162,000	0	0
DOLLAR TREE INC	COM	256746108	10,285	121,000	SH		SOLE		121,000	0	0
DOMINION ENERGY INC	COM	25746U109	39,885	585,000	SH		SOLE		585,000	0	0
DOMINION ENERGY MIDSTRM PRTN	COM UT REP LTD	257454108	1,134	83,400	SH		SOLE		83,400	0	0
DOUGLAS EMMETT INC	COM	25960P109	6,208	154,500	SH		SOLE		154,500	0	0
DOVER MOTORSPORTS INC	COM	260174107	529	235,000	SH		SOLE		235,000	0	0
DOWDUPONT INC	COM	26078J100	145,683	2,210,000	SH		SOLE		2,210,000	0	0
DR REDDYS LABS LTD	ADR	256135203	1,063	33,000	SH		SOLE		33,000	0	0
DROPBOX INC	CL A	26210C104	3,567	110,000	SH		SOLE		110,000	0	0
DTE ENERGY CO	COM	233331107	5,700	55,000	SH		SOLE		55,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	21,431	271,000	SH		SOLE		271,000	0	0
DUKE REALTY CORP	COM NEW	264411505	2,141	73,750	SH		SOLE		73,750	0	0
DUNKIN BRANDS GROUP INC	COM	265504100	3,454	50,000	SH		SOLE		50,000	0	0
DXC TECHNOLOGY CO	COM	23355L106	9,225	114,442	SH		SOLE		114,442	0	0
EAST WEST BANCORP INC	COM	27579R104	6,520	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEM CO	COM	277432100	500	5,000	SH		SOLE		5,000	0	0
EATON CORP PLC	SHS	G29183103	5,979	80,000	SH		SOLE		80,000	0	0
EBAY INC	COM	278642103	38,436	1,060,000	SH		SOLE		1,060,000	0	0
ECHOSTAR CORP	CL A	278768106	29,970	675,000	SH		SOLE		675,000	0	0
ECOLAB INC	COM	278865100	29,469	210,000	SH		SOLE		210,000	0	0
ECOPETROL S A	SPONSORED ADS	279158109	1,712	83,300	SH		SOLE		83,300	0	0
EDISON INTL	COM	281020107	10,440	165,000	SH		SOLE		165,000	0	0
EDUCATION RLTY TR INC	COM NEW	28140H203	2,532	61,000	SH		SOLE		61,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	15,780	108,400	SH		SOLE		108,400	0	0
ELECTRONIC ARTS INC	COM	285512109	18,770	133,099	SH		SOLE		133,099	0	0
EMERALD EXPOSITIONS EVENTS I	COM	29103B100	4,635	225,000	SH		SOLE		225,000	0	0
EMERSON ELEC CO	COM	291011104	6,568	95,000	SH		SOLE		95,000	0	0
EMMIS COMMUNICATIONS CORP	COM NEW CL A	291525400	1,984	375,000	SH		SOLE		375,000	0	0
ENABLE MIDSTREAM PARTNERS LP	COM UNIT RP IN	292480100	7,239	423,100	SH		SOLE		423,100	0	0
ENBRIDGE ENERGY PARTNERS L P	COM	29250R106	1,944	177,900	SH		SOLE		177,900	0	0
ENEL AMERICAS S A	SPONSORED ADR	29274F104	1,878	213,095	SH		SOLE		213,095	0	0
ENEL CHILE S A	SPONSORED ADR	29278D105	86	17,600	SH		SOLE		17,600	0	0
ENERGEN CORP	COM	29265N108	3,277	45,000	SH		SOLE		45,000	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	1,826	29,000	SH		SOLE		29,000	0	0
ENERGY TRANSFER PARTNERS LP	UNIT LTD PRT INT	29278N103	31,040	1,630,250	SH		SOLE		1,630,250	0	0
ENSCO PLC	SHS CLASS A	G3157S106	1,924	265,000	SH		SOLE		265,000	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	3,519	466,038	SH		SOLE		466,038	0	0
ENTERGY CORP NEW	COM	29364G103	8,782	108,700	SH		SOLE		108,700	0	0
ENTERPRISE PRODS PARTNERS L	COM	293792107	37,825	1,367,000	SH		SOLE		1,367,000	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	10,550	2,110,000	SH		SOLE		2,110,000	0	0
EOG RES INC	COM	26875P101	32,352	260,000	SH		SOLE		260,000	0	0
EPR PPTYS	COM SH BEN INT	26884U109	108,429	1,673,550	SH		SOLE		1,673,550	0	0
EQT CORP	COM	26884L109	5,518	100,000	SH		SOLE		100,000	0	0
EQT MIDSTREAM PARTNERS LP	UNIT LTD PARTN	26885B100	8,327	161,400	SH		SOLE		161,400	0	0
EQUINIX INC	COM PAR $0.001	29444U700	25,888	60,220	SH		SOLE		60,220	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	6,931	220,000	SH		SOLE		220,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	7,168	78,000	SH		SOLE		78,000	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	3,914	61,450	SH		SOLE		61,450	0	0
EROS INTL PLC	SHS NEW	G3788M114	30,290	2,329,990	SH		SOLE		2,329,990	0	0
ESPERION THERAPEUTICS INC NE	COM	29664W105	1,445	36,875	SH		SOLE		36,875	0	0
ESSEX PPTY TR INC	COM	297178105	34,178	142,961	SH		SOLE		142,961	0	0
ESTERLINE TECHNOLOGIES CORP	COM	297425100	22,140	300,000	SH		SOLE		300,000	0	0
EVEREST RE GROUP LTD	COM	G3223R108	16,134	70,000	SH		SOLE		70,000	0	0
EVERGY INC	COM	30034W106	3,358	59,810	SH		SOLE		59,810	0	0
EVERSOURCE ENERGY	COM	30040W108	6,154	105,000	SH		SOLE		105,000	0	0
EVO PMTS INC	CL A COM	26927E104	617	30,000	SH		SOLE		30,000	0	0
EXELON CORP	COM	30161N101	19,724	463,000	SH		SOLE		463,000	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	12,019	100,000	SH		SOLE		100,000	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	55,205	715,000	SH		SOLE		715,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	21,315	213,550	SH		SOLE		213,550	0	0
EXXON MOBIL CORP	COM	30231G102	367,776	4,445,500	SH		SOLE		4,445,500	0	0
F M C CORP	COM NEW	302491303	1,695	19,000	SH		SOLE		19,000	0	0
FACEBOOK INC	CL A	30303M102	573,244	2,950,000	SH		SOLE		2,950,000	0	0
FANG HLDGS LTD	ADR	30711Y102	171	43,956	SH		SOLE		43,956	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	11,491	90,800	SH		SOLE		90,800	0	0
FEDEX CORP	COM	31428X106	62,442	275,000	SH		SOLE		275,000	0	0
FIBROGEN INC	COM	31572Q808	1,105	17,648	SH		SOLE		17,648	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	15,756	148,600	SH		SOLE		148,600	0	0
FIFTH THIRD BANCORP	COM	316773100	14,350	500,000	SH		SOLE		500,000	0	0
FINANCIAL ENGINES INC	COM	317485100	3,371	75,087	SH		SOLE		75,087	0	0
FINISAR CORP	COM NEW	31787A507	31,860	1,770,000	SH		SOLE		1,770,000	0	0
FIRST DATA CORP NEW	COM CL A	32008D106	10,465	500,000	SH		SOLE		500,000	0	0
FIRST REP BK SAN FRANCISCO C	COM	33616C100	26,133	270,000	SH		SOLE		270,000	0	0
FIRSTENERGY CORP	COM	337932107	12,209	340,000	SH		SOLE		340,000	0	0
FIVE BELOW INC	COM	33829M101	18,223	186,500	SH		SOLE		186,500	0	0
FLEX LTD	ORD	Y2573F102	5,715	405,057	SH		SOLE		405,057	0	0
FLOOR & DECOR HLDGS INC	CL A	339750101	3,108	63,000	SH		SOLE		63,000	0	0
FLOWERS FOODS INC	COM	343498101	2,161	103,750	SH		SOLE		103,750	0	0
FLOWSERVE CORP	COM	34354P105	2,828	70,000	SH		SOLE		70,000	0	0
FLUOR CORP NEW	COM	343412102	25,366	520,000	SH		SOLE		520,000	0	0
FLWS/1-800 FLOWERS	CL A	68243Q106	747	59,500	SH		SOLE		59,500	0	0
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	344419106	13,491	153,681	SH		SOLE		153,681	0	0
FOOT LOCKER INC	COM	344849104	2,790	53,000	SH		SOLE		53,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	19,926	1,800,000	SH		SOLE		1,800,000	0	0
FOREST CITY RLTY TR INC	COM CL A	345605109	13,617	596,980	SH		SOLE		596,980	0	0
FOUR CORNERS PPTY TR INC	COM	35086T109	3,480	141,274	SH		SOLE		141,274	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	27,185	1,575,000	SH		SOLE		1,575,000	0	0
FRESHPET INC	COM	358039105	5,765	210,000	SH		SOLE		210,000	0	0
GARTNER INC	COM	366651107	4,625	34,800	SH		SOLE		34,800	0	0
GASLOG LTD	SHS	G37585109	254	13,300	SH		SOLE		13,300	0	0
GAZIT GLOBE LTD	SHS	M4793C102	3,379	362,500	SH		SOLE		362,500	0	0
GDS HLDGS LTD	SPONSORED ADR	36165L108	7,557	188,521	SH		SOLE		188,521	0	0
GENERAL DYNAMICS CORP	COM	369550108	80,156	430,000	SH		SOLE		430,000	0	0
GENERAL ELECTRIC CO	COM	369604103	98,332	7,225,000	SH		SOLE		7,225,000	0	0
GENERAL MLS INC	COM	370334104	13,354	301,720	SH		SOLE		301,720	0	0
GENERAL MTRS CO	COM	37045V100	67,059	1,702,000	SH		SOLE		1,702,000	0	0
GENESEE & WYO INC	CL A	371559105	1,626	20,000	SH		SOLE		20,000	0	0
GENESIS ENERGY L P	UNIT LTD PARTN	371927104	5,454	248,926	SH		SOLE		248,926	0	0
GENPACT LIMITED	SHS	G3922B107	5,524	190,929	SH		SOLE		190,929	0	0
GENUINE PARTS CO	COM	372460105	29,373	320,000	SH		SOLE		320,000	0	0
GENWORTH FINL INC	COM CL A	37247D106	15,300	3,400,000	SH		SOLE		3,400,000	0	0
GERON CORP	COM	374163103	2,984	870,000	SH		SOLE		870,000	0	0
GGP INC	COM	36174X101	21,259	1,040,575	SH		SOLE		1,040,575	0	0
G-III APPAREL GROUP LTD	COM	36237H101	8,503	191,500	SH		SOLE		191,500	0	0
GILEAD SCIENCES INC	COM	375558103	101,655	1,435,000	SH		SOLE		1,435,000	0	0
GLADSTONE LD CORP	COM	376549101	3,674	290,000	SH		SOLE		290,000	0	0
GLOBAL MED REIT INC	COM NEW	37954A204	3,792	428,000	SH		SOLE		428,000	0	0
GLOBAL PMTS INC	COM	37940X102	10,190	91,400	SH		SOLE		91,400	0	0
GLOBANT S A	COM	L44385109	4,504	79,301	SH		SOLE		79,301	0	0
GOLAR LNG PARTNERS LP	COM UNIT LPI	Y2745C102	1,776	114,900	SH		SOLE		114,900	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	97,603	442,500	SH		SOLE		442,500	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	5,823	250,000	SH		SOLE		250,000	0	0
GPO AEROPORTUARIO DEL PAC SA	SPON ADR B	400506101	1,487	16,000	SH		SOLE		16,000	0	0
GRAMERCY PPTY TR	COM NEW	385002308	301	11,000	SH		SOLE		11,000	0	0
GRANITE CONSTR INC	COM	387328107	14,750	265,000	SH		SOLE		265,000	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	726	50,000	SH		SOLE		50,000	0	0
GREEN PLAINS PARTNERS LP	COM REP PTR IN	393221106	4,920	286,895	SH		SOLE		286,895	0	0
GREENTREE HOSPITALTY GROUP L	SPONSORED ADS	39579V100	2,072	114,493	SH		SOLE		114,493	0	0
GREIF INC	CL B	397624206	3,571	62,000	SH		SOLE		62,000	0	0
GRUPO FINANCIERO GALICIA S A	SP ADR 10 SH B	399909100	4,928	149,408	SH		SOLE		149,408	0	0
GRUPO TELEVISA SA	SPON ADR REP ORD	40049J206	2,645	139,600	SH		SOLE		139,600	0	0
GSV CAP CORP	COM	36191J101	10,976	1,600,000	SH		SOLE		1,600,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	80,460	2,700,000	SH		SOLE		2,700,000	0	0
HALLIBURTON CO	COM	406216101	20,336	451,300	SH		SOLE		451,300	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	4,302	255,000	SH		SOLE		255,000	0	0
HANESBRANDS INC	COM	410345102	2,202	100,000	SH		SOLE		100,000	0	0
HARLEY DAVIDSON INC	COM	412822108	8,416	200,000	SH		SOLE		200,000	0	0
HARRIS CORP DEL	COM	413875105	5,059	35,000	SH		SOLE		35,000	0	0
HARSCO CORP	COM	415864107	22,100	1,000,000	SH		SOLE		1,000,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	8,794	172,000	SH		SOLE		172,000	0	0
HASBRO INC	COM	418056107	16,616	180,000	SH		SOLE		180,000	0	0
HAWAIIAN HOLDINGS INC	COM	419879101	10,785	300,000	SH		SOLE		300,000	0	0
HCP INC	COM	40414L109	4,518	175,000	SH		SOLE		175,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	26,806	625,000	SH		SOLE		625,000	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	78,082	743,495	SH		SOLE		743,495	0	0
HEALTHCARE TR AMER INC	CL A NEW	42225P501	7,535	279,500	SH		SOLE		279,500	0	0
HECLA MNG CO	COM	422704106	32,016	9,200,000	SH		SOLE		9,200,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	1,333	160,000	SH		SOLE		160,000	0	0
HELMERICH & PAYNE INC	COM	423452101	5,993	94,000	SH		SOLE		94,000	0	0
HESS CORP	COM	42809H107	7,485	111,900	SH		SOLE		111,900	0	0
HESS MIDSTREAM PARTNERS LP	UNIT LTD PR INT	428104103	7,362	373,700	SH		SOLE		373,700	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	13,880	950,000	SH		SOLE		950,000	0	0
HEXCEL CORP NEW	COM	428291108	3,651	55,000	SH		SOLE		55,000	0	0
HFF INC	CL A	40418F108	1,443	42,000	SH		SOLE		42,000	0	0
HIGHWOODS PPTYS INC	COM	431284108	2,004	39,500	SH		SOLE		39,500	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	3,889	112,100	SH		SOLE		112,100	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	27,735	350,366	SH		SOLE		350,366	0	0
HOLLYFRONTIER CORP	COM	436106108	5,666	82,800	SH		SOLE		82,800	0	0
HOLOGIC INC	COM	436440101	4,818	121,200	SH		SOLE		121,200	0	0
HOME DEPOT INC	COM	437076102	282,017	1,445,500	SH		SOLE		1,445,500	0	0
HONEYWELL INTL INC	COM	438516106	54,019	375,000	SH		SOLE		375,000	0	0
HORTONWORKS INC	COM	440894103	7,470	410,000	SH		SOLE		410,000	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	4,541	215,500	SH		SOLE		215,500	0	0
HOWARD HUGHES CORP	COM	44267D107	30,702	231,704	SH		SOLE		231,704	0	0
HP INC	COM	40434L105	26,629	1,173,600	SH		SOLE		1,173,600	0	0
HUAZHU GROUP LTD	SPONSORED ADS	44332N106	1,533	36,510	SH		SOLE		36,510	0	0
HUDSON LTD	COM CL A	G46408103	1,049	60,000	SH		SOLE		60,000	0	0
HUDSON PAC PPTYS INC	COM	444097109	16,139	455,500	SH		SOLE		455,500	0	0
HUMANA INC	COM	444859102	25,299	85,000	SH		SOLE		85,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	52,463	242,000	SH		SOLE		242,000	0	0
HUTCHISON CHINA MEDITECH LTD	SPONSORED ADR	44842L103	2,651	87,945	SH		SOLE		87,945	0	0
IAC INTERACTIVECORP	COM	44919P508	10,674	70,000	SH		SOLE		70,000	0	0
ICICI BK LTD	ADR	45104G104	15,287	1,903,679	SH		SOLE		1,903,679	0	0
IDACORP INC	COM	451107106	922	10,000	SH		SOLE		10,000	0	0
ILG INC	COM	44967H101	4,624	140,000	SH		SOLE		140,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	16,625	120,000	SH		SOLE		120,000	0	0
ILLUMINA INC	COM	452327109	50,272	180,000	SH		SOLE		180,000	0	0
INCYTE CORP	COM	45337C102	8,375	125,000	SH		SOLE		125,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	9,878	958,100	SH		SOLE		958,100	0	0
INDUSTRIAL LOGISTICS PPTYS T	COM SHS BEN INT	456237106	3,889	174,000	SH		SOLE		174,000	0	0
INFINERA CORPORATION	COM	45667G103	4,965	500,000	SH		SOLE		500,000	0	0
INFOSYS LTD	SPONSORED ADR	456788108	33,030	1,699,970	SH		SOLE		1,699,970	0	0
INGERSOLL-RAND PLC	SHS	G47791101	7,627	85,000	SH		SOLE		85,000	0	0
INGEVITY CORP	COM	45688C107	1,213	15,000	SH		SOLE		15,000	0	0
INGREDION INC	COM	457187102	22,140	200,000	SH		SOLE		200,000	0	0
INTEGER HLDGS CORP	COM	45826H109	7,758	120,000	SH		SOLE		120,000	0	0
INTEGRATED DEVICE TECHNOLOGY	COM	458118106	8,448	265,000	SH		SOLE		265,000	0	0
INTEL CORP	COM	458140100	128,451	2,584,000	SH		SOLE		2,584,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	6,987	95,000	SH		SOLE		95,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	101,813	728,800	SH		SOLE		728,800	0	0
INTERXION HOLDING N.V	SHS	N47279109	5,669	90,830	SH		SOLE		90,830	0	0
INTL PAPER CO	COM	460146103	12,239	235,000	SH		SOLE		235,000	0	0
INTUIT	COM	461202103	21,758	106,500	SH		SOLE		106,500	0	0
INVITATION HOMES INC	COM	46187W107	26,017	1,128,192	SH		SOLE		1,128,192	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	4,167	100,000	SH		SOLE		100,000	0	0
IQIYI INC	SPONSORED ADS	46267X108	1,712	52,991	SH		SOLE		52,991	0	0
IQVIA HLDGS INC	COM	46266C105	1,917	19,200	SH		SOLE		19,200	0	0
IRON MTN INC NEW	COM	46284V101	1,225	35,000	SH		SOLE		35,000	0	0
ISHARES GOLD TRUST	ISHARES	464285105	72,120	6,000,000	SH		SOLE		6,000,000	0	0
ISHARES INC	CORE MSCI EMKT	46434G103	15,316	291,671	SH		SOLE		291,671	0	0
ISHARES INC	MSCI TAIWAN ETF	46434G772	264,288	7,341,346	SH		SOLE		7,341,346	0	0
ISHARES INC	MSCI RUSSIA ETF	46434G798	30,478	901,182	SH		SOLE		901,182	0	0
ISHARES TR	MSCI EMG MKT ETF	464287234	4,811	111,041	SH		SOLE		111,041	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	1,480	17,400	SH		SOLE		17,400	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	207,189	6,223,756	SH		SOLE		6,223,756	0	0
ISHARES TR	CORE MSCI EAFE	46432F842	76,074	1,200,471	SH		SOLE		1,200,471	0	0
ISHARES TR	CORE MSCI EURO	46434V738	77,470	1,628,205	SH		SOLE		1,628,205	0	0
ITAU UNIBANCO HLDG SA	SPON ADR REP PFD	465562106	15,972	1,538,776	SH		SOLE		1,538,776	0	0
JABIL INC	COM	466313103	5,532	200,000	SH		SOLE		200,000	0	0
JACK IN THE BOX INC	COM	466367109	17,625	207,061	SH		SOLE		207,061	0	0
JAKKS PAC INC	COM	47012E106	491	150,000	SH		SOLE		150,000	0	0
JBG SMITH PPTYS	COM	46590V100	1,453	39,850	SH		SOLE		39,850	0	0
JD COM INC	SPON ADR CL A	47215P106	24,670	633,390	SH		SOLE		633,390	0	0
JERNIGAN CAP INC	COM	476405105	2,897	152,000	SH		SOLE		152,000	0	0
JETBLUE AIRWAYS CORP	COM	477143101	13,001	685,000	SH		SOLE		685,000	0	0
JOHNSON & JOHNSON	COM	478160104	356,133	2,935,000	SH		SOLE		2,935,000	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	32,614	975,000	SH		SOLE		975,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	444,205	4,263,000	SH		SOLE		4,263,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	52,450	495,000	SH		SOLE		495,000	0	0
KAR AUCTION SVCS INC	COM	48238T109	2,729	49,800	SH		SOLE		49,800	0	0
KBR INC	COM	48242W106	41,754	2,330,000	SH		SOLE		2,330,000	0	0
KELLOGG CO	COM	487836108	9,083	130,000	SH		SOLE		130,000	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	1,311	62,000	SH		SOLE		62,000	0	0
KEYCORP NEW	COM	493267108	42,949	2,198,000	SH		SOLE		2,198,000	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	5,755	97,500	SH		SOLE		97,500	0	0
KILROY RLTY CORP	COM	49427F108	11,346	150,000	SH		SOLE		150,000	0	0
KIMBERLY CLARK CORP	COM	494368103	42,979	408,000	SH		SOLE		408,000	0	0
KIMCO RLTY CORP	COM	49446R109	8,554	503,500	SH		SOLE		503,500	0	0
KINDER MORGAN INC DEL	COM	49456B101	72,447	4,100,000	SH		SOLE		4,100,000	0	0
KLA-TENCOR CORP	COM	482480100	11,996	117,000	SH		SOLE		117,000	0	0
KLX INC	COM	482539103	13,481	187,500	SH		SOLE		187,500	0	0
KOPPERS HOLDINGS INC	COM	50060P106	36,816	960,000	SH		SOLE		960,000	0	0
KORN FERRY INTL	COM NEW	500643200	3,443	55,600	SH		SOLE		55,600	0	0
KRAFT HEINZ CO	COM	500754106	16,295	259,387	SH		SOLE		259,387	0	0
KROGER CO	COM	501044101	13,201	464,000	SH		SOLE		464,000	0	0
L BRANDS INC	COM	501797104	16,227	440,000	SH		SOLE		440,000	0	0
L3 TECHNOLOGIES INC	COM	502413107	67,312	350,000	SH		SOLE		350,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	5,924	33,000	SH		SOLE		33,000	0	0
LADDER CAP CORP	CL A	505743104	2,374	152,000	SH		SOLE		152,000	0	0
LAM RESEARCH CORP	COM	512807108	43,213	250,000	SH		SOLE		250,000	0	0
LAMB WESTON HLDGS INC	COM	513272104	3,825	55,833	SH		SOLE		55,833	0	0
LAUDER ESTEE COS INC	CL A	518439104	20,119	141,000	SH		SOLE		141,000	0	0
LAZYDAYS HLDGS INC	COM	52110H100	6,504	731,627	SH		SOLE		731,627	0	0
LCI INDS	COM	50189K103	23,439	260,000	SH		SOLE		260,000	0	0
LEGG MASON INC	COM	524901105	44,454	1,280,000	SH		SOLE		1,280,000	0	0
LENDINGTREE INC NEW	COM	52603B107	21,380	100,000	SH		SOLE		100,000	0	0
LENNAR CORP	CL B	526057302	8,171	191,400	SH		SOLE		191,400	0	0
LGI HOMES INC	COM	50187T106	13,567	235,000	SH		SOLE		235,000	0	0
LIBERTY BROADBAND CORP	COM SER A	530307107	31,013	410,000	SH		SOLE		410,000	0	0
LIBERTY LATIN AMERICA LTD	COM CL C	G9001E128	1,700	87,739	SH		SOLE		87,739	0	0
LIBERTY MEDIA CORP DELAWARE	COM C SIRIUSXM	531229607	4,536	100,000	SH		SOLE		100,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	928	25,000	SH		SOLE		25,000	0	0
LIFEPOINT HEALTH INC	COM	53219L109	1,765	36,164	SH		SOLE		36,164	0	0
LIGAND PHARMACEUTICALS INC	COM NEW	53220K504	20,717	100,000	SH		SOLE		100,000	0	0
LILLY ELI & CO	COM	532457108	173,433	2,032,496	SH		SOLE		2,032,496	0	0
LIMBACH HLDGS INC	COM	53263P105	7,612	644,000	SH		SOLE		644,000	0	0
LIMONEIRA CO	COM	532746104	5,562	226,000	SH		SOLE		226,000	0	0
LINCOLN NATL CORP IND	COM	534187109	73,393	1,179,000	SH		SOLE		1,179,000	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	3,971	160,000	SH		SOLE		160,000	0	0
LIONS GATE ENTMNT CORP	CL B NON VTG	535919500	12,200	520,000	SH		SOLE		520,000	0	0
LITHIA MTRS INC	CL A	536797103	2,298	24,300	SH		SOLE		24,300	0	0
LKQ CORP	COM	501889208	7,114	223,000	SH		SOLE		223,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	78,289	265,000	SH		SOLE		265,000	0	0
LOGMEIN INC	COM	54142L109	1,322	12,802	SH		SOLE		12,802	0	0
LOUISIANA PAC CORP	COM	546347105	817	30,000	SH		SOLE		30,000	0	0
LOWES COS INC	COM	548661107	3,823	40,000	SH		SOLE		40,000	0	0
LULULEMON ATHLETICA INC	COM	550021109	6,617	53,000	SH		SOLE		53,000	0	0
LUMENTUM HLDGS INC	COM	55024U109	19,107	330,000	SH		SOLE		330,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	5,493	50,000	SH		SOLE		50,000	0	0
MACK CALI RLTY CORP	COM	554489104	1,318	65,000	SH		SOLE		65,000	0	0
MACOM TECH SOLUTIONS HLDGS I	COM	55405Y100	21,197	920,000	SH		SOLE		920,000	0	0
MACQUARIE INFRASTRUCTURE COR	COM	55608B105	17,513	415,000	SH		SOLE		415,000	0	0
MACYS INC	COM	55616P104	543	14,500	SH		SOLE		14,500	0	0
MADDEN STEVEN LTD	COM	556269108	3,027	57,000	SH		SOLE		57,000	0	0
MAGELLAN MIDSTREAM PRTNRS LP	COM UNIT RP LP	559080106	35,404	512,500	SH		SOLE		512,500	0	0
MALLINCKRODT PUB LTD CO	SHS	G5785G107	11,942	640,000	SH		SOLE		640,000	0	0
MANPOWERGROUP INC	COM	56418H100	4,398	51,100	SH		SOLE		51,100	0	0
MARATHON OIL CORP	COM	565849106	9,952	477,100	SH		SOLE		477,100	0	0
MARATHON PETE CORP	COM	56585A102	45,555	649,300	SH		SOLE		649,300	0	0
MARRIOTT INTL INC NEW	CL A	571903202	12,090	95,500	SH		SOLE		95,500	0	0
MARRIOTT VACATIONS WRLDWDE C	COM	57164Y107	282	2,500	SH		SOLE		2,500	0	0
MARSH & MCLENNAN COS INC	COM	571748102	34,509	421,000	SH		SOLE		421,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	99,382	445,000	SH		SOLE		445,000	0	0
MARVELL TECHNOLOGY GROUP LTD	ORD	G5876H105	6,218	290,000	SH		SOLE		290,000	0	0
MASTEC INC	COM	576323109	24,361	480,000	SH		SOLE		480,000	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	127,424	648,400	SH		SOLE		648,400	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	10,448	90,000	SH		SOLE		90,000	0	0
MCDERMOTT INTL INC	COM	580037703	2,834	144,212	SH		SOLE		144,212	0	0
MCDONALDS CORP	COM	580135101	115,624	737,913	SH		SOLE		737,913	0	0
MCKESSON CORP	COM	58155Q103	18,009	135,000	SH		SOLE		135,000	0	0
MDU RES GROUP INC	COM	552690109	2,868	100,000	SH		SOLE		100,000	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	6,810	485,000	SH		SOLE		485,000	0	0
MEDTRONIC PLC	SHS	G5960L103	87,646	1,023,780	SH		SOLE		1,023,780	0	0
MERCADOLIBRE INC	COM	58733R102	6,495	21,728	SH		SOLE		21,728	0	0
MERCANTILE BANK CORP	COM	587376104	1,750	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC	COM	58933Y105	240,979	3,970,000	SH		SOLE		3,970,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	795	50,000	SH		SOLE		50,000	0	0
MERITAGE HOMES CORP	COM	59001A102	791	18,000	SH		SOLE		18,000	0	0
METLIFE INC	COM	59156R108	69,106	1,585,000	SH		SOLE		1,585,000	0	0
MGM GROWTH PPTYS LLC	CL A COM	55303A105	3,229	106,000	SH		SOLE		106,000	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	29,030	1,000,000	SH		SOLE		1,000,000	0	0
MICHAELS COS INC	COM	59408Q106	1,629	85,000	SH		SOLE		85,000	0	0
MICRO FOCUS INTERNATIONAL PL	SPON ADR NEW	594837304	1,423	82,395	SH		SOLE		82,395	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	51,387	565,000	SH		SOLE		565,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	67,910	1,295,000	SH		SOLE		1,295,000	0	0
MICROSOFT CORP	COM	594918104	840,246	8,520,900	SH		SOLE		8,520,900	0	0
MICROSTRATEGY INC	CL A NEW	594972408	1,469	11,500	SH		SOLE		11,500	0	0
MID AMER APT CMNTYS INC	COM	59522J103	11,310	112,350	SH		SOLE		112,350	0	0
MOBILE TELESYSTEMS PJSC	SPONSORED ADR	607409109	8,279	937,566	SH		SOLE		937,566	0	0
MOHAWK INDS INC	COM	608190104	14,838	69,250	SH		SOLE		69,250	0	0
MOLSON COORS BREWING CO	CL B	60871R209	40,824	600,000	SH		SOLE		600,000	0	0
MOMO INC	ADR	60879B107	3,839	88,260	SH		SOLE		88,260	0	0
MONDELEZ INTL INC	CL A	609207105	73,110	1,783,163	SH		SOLE		1,783,163	0	0
MONMOUTH REAL ESTATE INVT CO	CL A	609720107	1,736	105,000	SH		SOLE		105,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	22,920	400,000	SH		SOLE		400,000	0	0
MORGAN STANLEY	COM NEW	617446448	73,470	1,550,000	SH		SOLE		1,550,000	0	0
MORGAN STANLEY INDIA INVS FD	COM	61745C105	13,117	506,433	SH		SOLE		506,433	0	0
MOSAIC CO NEW	COM	61945C103	281	10,000	SH		SOLE		10,000	0	0
MOTORCAR PTS AMER INC	COM	620071100	3,274	175,000	SH		SOLE		175,000	0	0
MPLX LP	COM UNIT REP LTD	55336V100	27,793	814,100	SH		SOLE		814,100	0	0
MSCI INC	COM	55354G100	6,898	41,700	SH		SOLE		41,700	0	0
MSG NETWORK INC	CL A	553573106	16,454	687,000	SH		SOLE		687,000	0	0
MURPHY OIL CORP	COM	626717102	2,999	88,800	SH		SOLE		88,800	0	0
MYLAN N V	SHS EURO	N59465109	10,056	278,255	SH		SOLE		278,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	9,102	1,420,000	SH		SOLE		1,420,000	0	0
NASDAQ INC	COM	631103108	6,754	74,000	SH		SOLE		74,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	16,800	2,000,000	SH		SOLE		2,000,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	2,754	52,000	SH		SOLE		52,000	0	0
NATIONAL INSTRS CORP	COM	636518102	3,892	92,700	SH		SOLE		92,700	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	9,114	210,000	SH		SOLE		210,000	0	0
NAVIOS MARITIME HOLDINGS INC	COM	Y62196103	62	72,800	SH		SOLE		72,800	0	0
NEKTAR THERAPEUTICS	COM	640268108	5,127	105,000	SH		SOLE		105,000	0	0
NETAPP INC	COM	64110D104	24,737	315,000	SH		SOLE		315,000	0	0
NETEASE INC	SPONSORED ADR	64110W102	19,418	76,848	SH		SOLE		76,848	0	0
NETFLIX INC	COM	64110L106	43,057	110,000	SH		SOLE		110,000	0	0
NEW JERSEY RES	COM	646025106	1,566	35,000	SH		SOLE		35,000	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	18,350	193,847	SH		SOLE		193,847	0	0
NEW RESIDENTIAL INVT CORP	COM NEW	64828T201	5,518	315,500	SH		SOLE		315,500	0	0
NEW SR INVT GROUP INC	COM	648691103	1,703	225,000	SH		SOLE		225,000	0	0
NEW YORK REIT INC	COM NEW	64976L208	182	10,000	SH		SOLE		10,000	0	0
NEWELL BRANDS INC	COM	651229106	27,357	1,060,763	SH		SOLE		1,060,763	0	0
NEWFIELD EXPL CO	COM	651290108	3,630	120,000	SH		SOLE		120,000	0	0
NEWMONT MINING CORP	COM	651639106	2,640	70,000	SH		SOLE		70,000	0	0
NEWPARK RES INC	COM PAR $.01NEW	651718504	760	70,000	SH		SOLE		70,000	0	0
NEWS CORP NEW	CL A	65249B109	3,488	225,000	SH		SOLE		225,000	0	0
NEXPOINT RESIDENTIAL TR INC	COM	65341D102	3,537	124,317	SH		SOLE		124,317	0	0
NEXTERA ENERGY INC	COM	65339F101	126,107	755,000	SH		SOLE		755,000	0	0
NGL ENERGY PARTNERS LP	COM UNIT REPST	62913M107	680	54,400	SH		SOLE		54,400	0	0
NIKE INC	CL B	654106103	25,617	321,500	SH		SOLE		321,500	0	0
NISOURCE INC	COM	65473P105	4,073	155,000	SH		SOLE		155,000	0	0
NOAH HLDGS LTD	SPON ADS CL A	65487X102	393	7,542	SH		SOLE		7,542	0	0
NOBLE CORP PLC	SHS USD	G65431101	1,836	290,000	SH		SOLE		290,000	0	0
NOBLE ENERGY INC	COM	655044105	8,407	238,300	SH		SOLE		238,300	0	0
NOBLE MIDSTREAM PARTNERS LP	COM UNIT REPST	65506L105	4,233	82,900	SH		SOLE		82,900	0	0
NOMAD FOODS LTD	USD ORD SHS	G6564A105	259	13,492	SH		SOLE		13,492	0	0
NORDSTROM INC	COM	655664100	984	19,000	SH		SOLE		19,000	0	0
NORFOLK SOUTHERN CORP	COM	655844108	3,772	25,000	SH		SOLE		25,000	0	0
NORTHERN TR CORP	COM	665859104	14,199	138,000	SH		SOLE		138,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	27,693	90,000	SH		SOLE		90,000	0	0
NOVA MEASURING INSTRUMENTS L	COM	M7516K103	275	10,074	SH		SOLE		10,074	0	0
NRG ENERGY INC	COM NEW	629377508	30,700	1,000,000	SH		SOLE		1,000,000	0	0
NUANCE COMMUNICATIONS INC	COM	67020Y100	8,089	582,500	SH		SOLE		582,500	0	0
NUTANIX INC	CL A	67059N108	8,767	170,000	SH		SOLE		170,000	0	0
NUTRI SYS INC NEW	COM	67069D108	14,438	375,000	SH		SOLE		375,000	0	0
NUVECTRA CORP	COM	67075N108	821	40,000	SH		SOLE		40,000	0	0
NVE CORP	COM NEW	629445206	2,436	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G104	129,584	547,000	SH		SOLE		547,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	44,637	408,500	SH		SOLE		408,500	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	8,959	32,750	SH		SOLE		32,750	0	0
OASIS MIDSTREAM PARTNERS LP	COM UNITS REPS	67420T206	4,392	240,900	SH		SOLE		240,900	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	31,079	371,400	SH		SOLE		371,400	0	0
OCEANEERING INTL INC	COM	675232102	13,010	511,000	SH		SOLE		511,000	0	0
OCH ZIFF CAP MGMT GROUP	CL A	67551U105	3,667	1,900,000	SH		SOLE		1,900,000	0	0
OCLARO INC	COM NEW	67555N206	14,288	1,600,000	SH		SOLE		1,600,000	0	0
OGE ENERGY CORP	COM	670837103	2,500	71,000	SH		SOLE		71,000	0	0
OKTA INC	CL A	679295105	6,107	121,250	SH		SOLE		121,250	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	2,979	20,000	SH		SOLE		20,000	0	0
OLIN CORP	COM PAR $1	680665205	6,175	215,000	SH		SOLE		215,000	0	0
OLLIES BARGAIN OUTLT HLDGS I	COM	681116109	9,099	125,500	SH		SOLE		125,500	0	0
OMNICOM GROUP INC	COM	681919106	10,678	140,000	SH		SOLE		140,000	0	0
ON SEMICONDUCTOR CORP	COM	682189105	42,247	1,900,000	SH		SOLE		1,900,000	0	0
ONEOK INC NEW	COM	682680103	69,782	999,300	SH		SOLE		999,300	0	0
OPTINOSE INC	COM	68404V100	2,531	90,474	SH		SOLE		90,474	0	0
ORACLE CORP	COM	68389X105	75,158	1,705,800	SH		SOLE		1,705,800	0	0
OSI SYSTEMS INC	COM	671044105	31,095	402,100	SH		SOLE		402,100	0	0
P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR	715684106	8,755	336,612	SH		SOLE		336,612	0	0
PACCAR INC	COM	693718108	10,533	170,000	SH		SOLE		170,000	0	0
PAGSEGURO DIGITAL LTD	COM CL A	G68707101	2,078	74,882	SH		SOLE		74,882	0	0
PAMPA ENERGIA S A	SPONS ADR LVL I	697660207	334	9,350	SH		SOLE		9,350	0	0
PARK HOTELS RESORTS INC	COM	700517105	8,623	281,520	SH		SOLE		281,520	0	0
PARKE BANCORP INC	COM	700885106	3,269	138,231	SH		SOLE		138,231	0	0
PARKER HANNIFIN CORP	COM	701094104	56,107	360,000	SH		SOLE		360,000	0	0
PATRICK INDS INC	COM	703343103	34,679	610,000	SH		SOLE		610,000	0	0
PATTERSON COMPANIES INC	COM	703395103	11,788	520,000	SH		SOLE		520,000	0	0
PATTERSON UTI ENERGY INC	COM	703481101	2,178	121,000	SH		SOLE		121,000	0	0
PAYCOM SOFTWARE INC	COM	70432V102	4,190	42,400	SH		SOLE		42,400	0	0
PAYPAL HLDGS INC	COM	70450Y103	78,540	943,200	SH		SOLE		943,200	0	0
PBF LOGISTICS LP	UNIT LTD PTNR	69318Q104	2,283	108,700	SH		SOLE		108,700	0	0
PDL BIOPHARMA INC	COM	69329Y104	129	55,000	SH		SOLE		55,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	18,732	482,800	SH		SOLE		482,800	0	0
PENNSYLVANIA RL ESTATE INVT	SH BEN INT	709102107	1,127	102,500	SH		SOLE		102,500	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	7,765	165,750	SH		SOLE		165,750	0	0
PEPSICO INC	COM	713448108	169,794	1,559,600	SH		SOLE		1,559,600	0	0
PERKINELMER INC	COM	714046109	5,858	80,000	SH		SOLE		80,000	0	0
PERRIGO CO PLC	SHS	G97822103	3,646	50,000	SH		SOLE		50,000	0	0
PERSPECTA INC	COM	715347100	1,176	57,221	SH		SOLE		57,221	0	0
PETIQ INC	COM CL A	71639T106	25,248	940,000	SH		SOLE		940,000	0	0
PETROLEO BRASILEIRO SA PETRO	SP ADR NON VTG	71654V101	443	50,159	SH		SOLE		50,159	0	0
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	71654V408	4,575	456,161	SH		SOLE		456,161	0	0
PFIZER INC	COM	717081103	200,891	5,537,236	SH		SOLE		5,537,236	0	0
PG&E CORP	COM	69331C108	24,387	573,000	SH		SOLE		573,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	161,965	2,006,000	SH		SOLE		2,006,000	0	0
PHILLIPS 66	COM	718546104	21,339	190,000	SH		SOLE		190,000	0	0
PHILLIPS 66 PARTNERS LP	COM UNIT REP INT	718549207	7,015	137,380	SH		SOLE		137,380	0	0
PHYSICIANS RLTY TR	COM	71943U104	10,871	682,000	SH		SOLE		682,000	0	0
PIER 1 IMPORTS INC	COM	720279108	428	180,000	SH		SOLE		180,000	0	0
PINNACLE FOODS INC DEL	COM	72348P104	65,163	1,001,578	SH		SOLE		1,001,578	0	0
PINNACLE WEST CAP CORP	COM	723484101	2,175	27,000	SH		SOLE		27,000	0	0
PIONEER NAT RES CO	COM	723787107	15,328	81,000	SH		SOLE		81,000	0	0
PITNEY BOWES INC	COM	724479100	5,142	600,000	SH		SOLE		600,000	0	0
PIVOTAL SOFTWARE INC	COM CL A	72582H107	273	11,250	SH		SOLE		11,250	0	0
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	726503105	24,706	1,045,100	SH		SOLE		1,045,100	0	0
PLANET FITNESS INC	CL A	72703H101	8,349	190,000	SH		SOLE		190,000	0	0
PLDT INC	SPONSORED ADR	69344D408	3,418	146,175	SH		SOLE		146,175	0	0
PLUG POWER INC	COM NEW	72919P202	9,090	4,500,000	SH		SOLE		4,500,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	92,142	682,031	SH		SOLE		682,031	0	0
PPG INDS INC	COM	693506107	21,265	205,000	SH		SOLE		205,000	0	0
PPL CORP	COM	69351T106	21,413	750,000	SH		SOLE		750,000	0	0
PRAXAIR INC	COM	74005P104	3,163	20,000	SH		SOLE		20,000	0	0
PREFERRED APT CMNTYS INC	COM	74039L103	7,306	430,000	SH		SOLE		430,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	17,355	149,500	SH		SOLE		149,500	0	0
PRIMERICA INC	COM	74164M108	33,864	340,000	SH		SOLE		340,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	166,966	2,138,945	SH		SOLE		2,138,945	0	0
PROGRESSIVE CORP OHIO	COM	743315103	17,745	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	52,552	800,000	SH		SOLE		800,000	0	0
PROPETRO HLDG CORP	COM	74347M108	28,343	1,807,600	SH		SOLE		1,807,600	0	0
PROS HOLDINGS INC	COM	74346Y103	3,606	98,600	SH		SOLE		98,600	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	1,377	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	106,087	1,134,500	SH		SOLE		1,134,500	0	0
PTC INC	COM	69370C100	29,907	318,800	SH		SOLE		318,800	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	12,994	240,000	SH		SOLE		240,000	0	0
PUMA BIOTECHNOLOGY INC	COM	74587V107	1,528	25,833	SH		SOLE		25,833	0	0
PVH CORP	COM	693656100	6,513	43,500	SH		SOLE		43,500	0	0
QEP RES INC	COM	74733V100	1,962	160,000	SH		SOLE		160,000	0	0
QIWI PLC	SPON ADR REP B	74735M108	192	12,200	SH		SOLE		12,200	0	0
QTS RLTY TR INC	COM CL A	74736A103	3,674	93,000	SH		SOLE		93,000	0	0
QUALCOMM INC	COM	747525103	43,493	775,000	SH		SOLE		775,000	0	0
QUANTA SVCS INC	COM	74762E102	4,342	130,000	SH		SOLE		130,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	1,649	15,000	SH		SOLE		15,000	0	0
QUORUM HEALTH CORP	COM	74909E106	336	67,185	SH		SOLE		67,185	0	0
RADWARE LTD	ORD	M81873107	385	15,233	SH		SOLE		15,233	0	0
RANGE RES CORP	COM	75281A109	38,680	2,312,000	SH		SOLE		2,312,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	60,758	680,000	SH		SOLE		680,000	0	0
RAYONIER INC	COM	754907103	1,161	30,000	SH		SOLE		30,000	0	0
RAYTHEON CO	COM NEW	755111507	77,272	400,000	SH		SOLE		400,000	0	0
REALPAGE INC	COM	75606N109	14,326	260,000	SH		SOLE		260,000	0	0
RED HAT INC	COM	756577102	29,642	220,600	SH		SOLE		220,600	0	0
REDWOOD TR INC	COM	758075402	1,771	107,500	SH		SOLE		107,500	0	0
REGENCY CTRS CORP	COM	758849103	8,639	139,150	SH		SOLE		139,150	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	2,760	8,000	SH		SOLE		8,000	0	0
REINSURANCE GROUP AMER INC	COM NEW	759351604	4,708	35,272	SH		SOLE		35,272	0	0
RESMED INC	COM	761152107	3,232	31,200	SH		SOLE		31,200	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	14,753	770,000	SH		SOLE		770,000	0	0
REVANCE THERAPEUTICS INC	COM	761330109	714	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	16,009	510,000	SH		SOLE		510,000	0	0
REXNORD CORP NEW	COM	76169B102	39,522	1,360,000	SH		SOLE		1,360,000	0	0
RH	COM	74967X103	4,610	33,000	SH		SOLE		33,000	0	0
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	2,406	850,000	SH		SOLE		850,000	0	0
ROBERT HALF INTL INC	COM	770323103	3,789	58,200	SH		SOLE		58,200	0	0
ROCKWELL AUTOMATION INC	COM	773903109	56,519	340,000	SH		SOLE		340,000	0	0
ROCKWELL COLLINS INC	COM	774341101	48,484	360,000	SH		SOLE		360,000	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	3,380	208,400	SH		SOLE		208,400	0	0
RPM INTL INC	COM	749685103	29,160	500,000	SH		SOLE		500,000	0	0
RYDER SYS INC	COM	783549108	5,928	82,500	SH		SOLE		82,500	0	0
S&P GLOBAL INC	COM	78409V104	7,748	38,000	SH		SOLE		38,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	6,508	299,500	SH		SOLE		299,500	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	3,200	250,000	SH		SOLE		250,000	0	0
SAFETY INCOME & GROWTH INC	COM	78649D104	7,330	386,416	SH		SOLE		386,416	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	3,003	78,000	SH		SOLE		78,000	0	0
SAGE THERAPEUTICS INC	COM	78667J108	783	5,000	SH		SOLE		5,000	0	0
SALESFORCE COM INC	COM	79466L302	47,297	346,755	SH		SOLE		346,755	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	15,862	120,000	SH		SOLE		120,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	28,070	170,000	SH		SOLE		170,000	0	0
SCANA CORP NEW	COM	80589M102	1,502	39,000	SH		SOLE		39,000	0	0
SCHEIN HENRY INC	COM	806407102	7,264	100,000	SH		SOLE		100,000	0	0
SCHLUMBERGER LTD	COM	806857108	30,649	457,240	SH		SOLE		457,240	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	24,017	470,000	SH		SOLE		470,000	0	0
SEALED AIR CORP NEW	COM	81211K100	2,123	50,000	SH		SOLE		50,000	0	0
SEAWORLD ENTMT INC	COM	81282V100	37,967	1,740,000	SH		SOLE		1,740,000	0	0
SELECT INCOME REIT	COM SH BEN INT	81618T100	1,124	50,000	SH		SOLE		50,000	0	0
SEMPRA ENERGY	COM	816851109	15,001	129,200	SH		SOLE		129,200	0	0
SEQUENTIAL BRNDS GROUP INC N	COM	81734P107	3,361	1,706,200	SH		SOLE		1,706,200	0	0
SERVICENOW INC	COM	81762P102	10,469	60,700	SH		SOLE		60,700	0	0
SHELL MIDSTREAM PARTNERS L P	UNIT LTD INT	822634101	5,720	257,900	SH		SOLE		257,900	0	0
SI FINL GROUP INC MD	COM	78425V104	397	26,943	SH		SOLE		26,943	0	0
SIERRA WIRELESS INC	COM	826516106	173	10,800	SH		SOLE		10,800	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	6,138	48,000	SH		SOLE		48,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	78,867	463,405	SH		SOLE		463,405	0	0
SINA CORP	ORD	G81477104	1,634	19,296	SH		SOLE		19,296	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	3,697	115,000	SH		SOLE		115,000	0	0
SKECHERS U S A INC	CL A	830566105	7,223	240,700	SH		SOLE		240,700	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	5,799	60,000	SH		SOLE		60,000	0	0
SL GREEN RLTY CORP	COM	78440X101	18,874	187,750	SH		SOLE		187,750	0	0
SLM CORP	COM	78442P106	20,610	1,800,000	SH		SOLE		1,800,000	0	0
SM ENERGY CO	COM	78454L100	771	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	6,938	64,556	SH		SOLE		64,556	0	0
SOCIEDAD QUIMICA MINERA DE C	SPON ADR SER B	833635105	975	20,300	SH		SOLE		20,300	0	0
SODASTREAM INTERNATIONAL LTD	USD SHS	M9068E105	4,057	47,557	SH		SOLE		47,557	0	0
SOGOU INC	ADR REPSTG A	83409V104	1,894	165,657	SH		SOLE		165,657	0	0
SONOCO PRODS CO	COM	835495102	263	5,000	SH		SOLE		5,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	837	25,000	SH		SOLE		25,000	0	0
SOUTHERN CO	COM	842587107	14,727	318,000	SH		SOLE		318,000	0	0
SOUTHERN COPPER CORP	COM	84265V105	2,224	47,460	SH		SOLE		47,460	0	0
SOUTHWEST AIRLS CO	COM	844741108	108,222	2,127,000	SH		SOLE		2,127,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	38,531	7,270,000	SH		SOLE		7,270,000	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	73,195	616,900	SH		SOLE		616,900	0	0
SPECTRA ENERGY PARTNERS LP	COM	84756N109	6,758	190,800	SH		SOLE		190,800	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	28,522	332,000	SH		SOLE		332,000	0	0
SPIRIT AIRLS INC	COM	848577102	12,177	335,000	SH		SOLE		335,000	0	0
SPIRIT MTA REIT	COM SHS BEN IN	84861U105	339	33,000	SH		SOLE		33,000	0	0
SPIRIT RLTY CAP INC NEW	COM	84860W102	2,649	330,000	SH		SOLE		330,000	0	0
SQUARE INC	CL A	852234103	2,262	36,700	SH		SOLE		36,700	0	0
STAG INDL INC	COM	85254J102	12,689	466,000	SH		SOLE		466,000	0	0
STAR BULK CARRIERS CORP	SHS PAR	Y8162K204	145	11,280	SH		SOLE		11,280	0	0
STARBUCKS CORP	COM	855244109	35,172	720,000	SH		SOLE		720,000	0	0
STARWOOD PPTY TR INC	COM	85571B105	10,312	475,000	SH		SOLE		475,000	0	0
STATE STR CORP	COM	857477103	26,065	280,000	SH		SOLE		280,000	0	0
STEEL DYNAMICS INC	COM	858119100	230	5,000	SH		SOLE		5,000	0	0
STEELCASE INC	CL A	858155203	905	67,000	SH		SOLE		67,000	0	0
STERICYCLE INC	COM	858912108	5,876	90,000	SH		SOLE		90,000	0	0
STIFEL FINL CORP	COM	860630102	18,810	360,000	SH		SOLE		360,000	0	0
STRYKER CORP	COM	863667101	7,599	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	865646103	746	537,000	SH		SOLE		537,000	0	0
SUMMIT HOTEL PPTYS INC	COM	866082100	2,919	204,000	SH		SOLE		204,000	0	0
SUMMIT MATLS INC	CL A	86614U100	532	20,280	SH		SOLE		20,280	0	0
SUMMIT MIDSTREAM PARTNERS LP	COM UNIT LTD	866142102	2,559	166,200	SH		SOLE		166,200	0	0
SUN CMNTYS INC	COM	866674104	24,499	250,300	SH		SOLE		250,300	0	0
SUNOCO LP	COM U REP LP	86765K109	2,703	108,300	SH		SOLE		108,300	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	1,755	105,584	SH		SOLE		105,584	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	1,461	150,000	SH		SOLE		150,000	0	0
SUTHERLAND ASSET MGMT CORP M	COM	86933G105	2,259	139,000	SH		SOLE		139,000	0	0
SVB FINL GROUP	COM	78486Q101	83,452	289,000	SH		SOLE		289,000	0	0
SYMANTEC CORP	COM	871503108	2,478	120,000	SH		SOLE		120,000	0	0
SYNCHRONY FINL	COM	87165B103	45,886	1,374,648	SH		SOLE		1,374,648	0	0
SYNOPSYS INC	COM	871607107	38,233	446,800	SH		SOLE		446,800	0	0
SYSCO CORP	COM	871829107	22,741	333,000	SH		SOLE		333,000	0	0
T MOBILE US INC	COM	872590104	41,825	700,000	SH		SOLE		700,000	0	0
TAILORED BRANDS INC	COM	87403A107	1,659	65,000	SH		SOLE		65,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	146,458	4,005,966	SH		SOLE		4,005,966	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	5,918	50,000	SH		SOLE		50,000	0	0
TAL ED GROUP	SPONSORED ADS	874080104	6,967	189,296	SH		SOLE		189,296	0	0
TALLGRASS ENERGY PARTNERS LP	COM UNIT	874697105	5,734	132,400	SH		SOLE		132,400	0	0
TAPESTRY INC	COM	876030107	4,671	100,000	SH		SOLE		100,000	0	0
TARGET CORP	COM	87612E106	27,013	354,880	SH		SOLE		354,880	0	0
TASEKO MINES LTD	COM	876511106	71	65,362	SH		SOLE		65,362	0	0
TATA MTRS LTD	SPONSORED ADR	876568502	2,538	129,800	SH		SOLE		129,800	0	0
TC PIPELINES LP	UT COM LTD PRT	87233Q108	2,989	115,200	SH		SOLE		115,200	0	0
TCG BDC INC	COM	872280102	11,063	650,000	SH		SOLE		650,000	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	14,482	160,800	SH		SOLE		160,800	0	0
TELADOC INC	COM	87918A105	2,612	45,000	SH		SOLE		45,000	0	0
TELEFONICA BRASIL SA	SPONSORED ADR	87936R106	11,134	937,995	SH		SOLE		937,995	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	8,812	262,500	SH		SOLE		262,500	0	0
TERADYNE INC	COM	880770102	12,182	320,000	SH		SOLE		320,000	0	0
TERNIUM SA	SPON ADR	880890108	1,414	40,612	SH		SOLE		40,612	0	0
TERRENO RLTY CORP	COM	88146M101	6,780	180,000	SH		SOLE		180,000	0	0
TESARO INC	COM	881569107	9,339	210,000	SH		SOLE		210,000	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADR	881624209	10,701	440,000	SH		SOLE		440,000	0	0
TEXAS INSTRS INC	COM	882508104	62,071	563,000	SH		SOLE		563,000	0	0
TEXTRON INC	COM	883203101	21,750	330,000	SH		SOLE		330,000	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	6,021	265,459	SH		SOLE		265,459	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	19,678	95,000	SH		SOLE		95,000	0	0
THERMON GROUP HLDGS INC	COM	88362T103	1,144	50,000	SH		SOLE		50,000	0	0
THOR INDS INC	COM	885160101	60,382	620,000	SH		SOLE		620,000	0	0
TIER REIT INC	COM NEW	88650V208	2,937	123,500	SH		SOLE		123,500	0	0
TIFFANY & CO NEW	COM	886547108	38,666	293,817	SH		SOLE		293,817	0	0
TITAN INTL INC ILL	COM	88830M102	8,584	800,000	SH		SOLE		800,000	0	0
TJX COS INC NEW	COM	872540109	22,558	237,000	SH		SOLE		237,000	0	0
TOLL BROTHERS INC	COM	889478103	26,346	712,250	SH		SOLE		712,250	0	0
TOOTSIE ROLL INDS INC	COM	890516107	2,915	94,493	SH		SOLE		94,493	0	0
TOTAL SYS SVCS INC	COM	891906109	5,570	65,900	SH		SOLE		65,900	0	0
TPG SPECIALTY LENDING INC	COM	87265K102	77,142	4,300,000	SH		SOLE		4,300,000	0	0
TRANSDIGM GROUP INC	COM	893641100	1,726	5,000	SH		SOLE		5,000	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	1,555	115,700	SH		SOLE		115,700	0	0
TRAVELCENTERS AMER LLC	COM	894174101	4,550	1,300,000	SH		SOLE		1,300,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	19,158	156,595	SH		SOLE		156,595	0	0
TRI POINTE GROUP INC	COM	87265H109	769	47,000	SH		SOLE		47,000	0	0
TRIANGLE CAP CORP	COM	895848109	21,850	1,900,000	SH		SOLE		1,900,000	0	0
TRINITY MERGER CORP	UNIT 05/11/2025	89653L205	1,006	100,000	SH		SOLE		100,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	17,052	870,000	SH		SOLE		870,000	0	0
TRUPANION INC	COM	898202106	18,528	480,000	SH		SOLE		480,000	0	0
TSAKOS ENERGY NAVIGATION LTD	SHS	G9108L108	180	48,500	SH		SOLE		48,500	0	0
TUPPERWARE BRANDS CORP	COM	899896104	4,289	104,000	SH		SOLE		104,000	0	0
TUTOR PERINI CORP	COM	901109108	4,059	220,000	SH		SOLE		220,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	9,854	200,000	SH		SOLE		200,000	0	0
U S CONCRETE INC	COM NEW	90333L201	11,025	210,000	SH		SOLE		210,000	0	0
ULTA BEAUTY INC	COM	90384S303	8,755	37,500	SH		SOLE		37,500	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	25,232	1,520,000	SH		SOLE		1,520,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	723	9,400	SH		SOLE		9,400	0	0
UMH PPTYS INC	COM	903002103	5,925	386,000	SH		SOLE		386,000	0	0
UNDER ARMOUR INC	CL C	904311206	6,324	300,000	SH		SOLE		300,000	0	0
UNION PAC CORP	COM	907818108	22,669	160,000	SH		SOLE		160,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	10,111	145,000	SH		SOLE		145,000	0	0
UNITED MICROELECTRONICS CORP	SPON ADR NEW	910873405	1,236	438,200	SH		SOLE		438,200	0	0
UNITED NAT FOODS INC	COM	911163103	4,693	110,000	SH		SOLE		110,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	72,768	685,000	SH		SOLE		685,000	0	0
UNITED RENTALS INC	COM	911363109	49,748	337,000	SH		SOLE		337,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	20,630	165,000	SH		SOLE		165,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	138,575	564,828	SH		SOLE		564,828	0	0
UNITI GROUP INC	COM	91325V108	15,664	782,000	SH		SOLE		782,000	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	18,937	220,200	SH		SOLE		220,200	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	8,358	75,000	SH		SOLE		75,000	0	0
US BANCORP DEL	COM NEW	902973304	48,303	965,671	SH		SOLE		965,671	0	0
VALE S A	ADR	91912E105	10,019	781,510	SH		SOLE		781,510	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	27,464	247,800	SH		SOLE		247,800	0	0
VANECK VECTORS ETF TR	RUSSIA ETF	92189F403	6,219	292,800	SH		SOLE		292,800	0	0
VANECK VECTORS ETF TR	INDIA SMALL CAP	92189F767	3,367	69,171	SH		SOLE		69,171	0	0
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	97,740	1,200,000	SH		SOLE		1,200,000	0	0
VECTREN CORP	COM	92240G101	1,429	20,000	SH		SOLE		20,000	0	0
VEDANTA LTD	SPONSORED ADR	92242Y100	2,576	189,400	SH		SOLE		189,400	0	0
VENTAS INC	COM	92276F100	14,477	254,200	SH		SOLE		254,200	0	0
VEON LTD	SPONSORED ADR	91822M106	245	102,800	SH		SOLE		102,800	0	0
VEREIT INC	COM	92339V100	6,316	849,000	SH		SOLE		849,000	0	0
VERISIGN INC	COM	92343E102	4,288	31,200	SH		SOLE		31,200	0	0
VERISK ANALYTICS INC	COM	92345Y106	7,255	67,400	SH		SOLE		67,400	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	198,295	3,941,468	SH		SOLE		3,941,468	0	0
VERSUM MATLS INC	COM	92532W103	3,436	92,500	SH		SOLE		92,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	39,091	230,000	SH		SOLE		230,000	0	0
VIACOM INC NEW	CL B	92553P201	85,051	2,820,000	SH		SOLE		2,820,000	0	0
VIPSHOP HLDGS LTD	SPONSORED ADR	92763W103	1,418	130,652	SH		SOLE		130,652	0	0
VISA INC	COM CL A	92826C839	309,351	2,335,600	SH		SOLE		2,335,600	0	0
VISTRA ENERGY CORP	COM	92840M102	5,032	212,700	SH		SOLE		212,700	0	0
VORNADO RLTY TR	SH BEN INT	929042109	16,662	225,400	SH		SOLE		225,400	0	0
VOYA FINL INC	COM	929089100	25,850	550,000	SH		SOLE		550,000	0	0
W R BERKLEY CORPORATION	COM	084423102	5,279	72,905	SH		SOLE		72,905	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	56,223	936,800	SH		SOLE		936,800	0	0
WALMART INC	COM	931142103	50,448	589,000	SH		SOLE		589,000	0	0
WASHINGTON PRIME GROUP NEW	COM	93964W108	365	45,050	SH		SOLE		45,050	0	0
WASTE MGMT INC DEL	COM	94106L109	9,354	115,000	SH		SOLE		115,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	32,144	410,000	SH		SOLE		410,000	0	0
WAYFAIR INC	CL A	94419L101	7,066	59,500	SH		SOLE		59,500	0	0
WEB COM GROUP INC	COM	94733A104	2,844	110,000	SH		SOLE		110,000	0	0
WEC ENERGY GROUP INC	COM	92939U106	7,047	109,000	SH		SOLE		109,000	0	0
WEIBO CORP	SPONSORED ADR	948596101	4,790	53,962	SH		SOLE		53,962	0	0
WELLS FARGO CO NEW	COM	949746101	257,291	4,640,900	SH		SOLE		4,640,900	0	0
WELLTOWER INC	COM	95040Q104	18,023	287,500	SH		SOLE		287,500	0	0
WESTERN DIGITAL CORP	COM	958102105	92,289	1,192,209	SH		SOLE		1,192,209	0	0
WESTERN GAS EQUITY PARTNERS	COMUNT LTD PT	95825R103	2,499	69,900	SH		SOLE		69,900	0	0
WESTERN GAS PARTNERS LP	COM UNIT LP IN	958254104	10,743	222,000	SH		SOLE		222,000	0	0
WESTROCK CO	COM	96145D105	31,647	555,000	SH		SOLE		555,000	0	0
WEX INC	COM	96208T104	7,353	38,600	SH		SOLE		38,600	0	0
WEYERHAEUSER CO	COM	962166104	10,027	275,000	SH		SOLE		275,000	0	0
WHIRLPOOL CORP	COM	963320106	13,855	94,750	SH		SOLE		94,750	0	0
WHITESTONE REIT	COM	966084204	1,148	92,000	SH		SOLE		92,000	0	0
WIDEOPENWEST INC	COM	96758W101	8,597	890,000	SH		SOLE		890,000	0	0
WILLIAMS COS INC DEL	COM	969457100	17,115	631,300	SH		SOLE		631,300	0	0
WILLIAMS PARTNERS L P NEW	COM UNIT LTD PAR	96949L105	29,700	731,700	SH		SOLE		731,700	0	0
WIPRO LTD	SPON ADR 1 SH	97651M109	1,730	361,100	SH		SOLE		361,100	0	0
WNS HOLDINGS LTD	SPON ADR	92932M101	2,674	51,245	SH		SOLE		51,245	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	13,108	180,000	SH		SOLE		180,000	0	0
WORLDPAY INC	CL A	981558109	6,641	81,200	SH		SOLE		81,200	0	0
WPX ENERGY INC	COM	98212B103	5,624	311,900	SH		SOLE		311,900	0	0
WYNDHAM DESTINATIONS INC	COM	98310W108	3,320	75,000	SH		SOLE		75,000	0	0
WYNDHAM HOTELS & RESORTS INC	COM	98311A105	4,412	75,000	SH		SOLE		75,000	0	0
XCEL BRANDS INC	COM NEW	98400M101	1,291	549,419	SH		SOLE		549,419	0	0
XCEL ENERGY INC	COM	98389B100	10,392	227,500	SH		SOLE		227,500	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	1,427	155,100	SH		SOLE		155,100	0	0
XL GROUP LTD	COM	G98294104	15,666	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	983772104	7,040	220,000	SH		SOLE		220,000	0	0
YANDEX N V	SHS CLASS A	N97284108	5,929	165,149	SH		SOLE		165,149	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	5,944	437,633	SH		SOLE		437,633	0	0
YUM BRANDS INC	COM	988498101	8,839	113,000	SH		SOLE		113,000	0	0
YUM CHINA HLDGS INC	COM	98850P109	5,887	153,070	SH		SOLE		153,070	0	0
YY INC	ADS REPCOM CLA	98426T106	1,615	16,067	SH		SOLE		16,067	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	35,259	316,397	SH		SOLE		316,397	0	0
ZOETIS INC	CL A	98978V103	69,706	818,234	SH		SOLE		818,234	0	0
ZYNGA INC	CL A	98986T108	5,247	1,289,300	SH		SOLE		1,289,300	0	0