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

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

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

FORM 13F INFORMATION TABLE

OMB APPROVAL

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
2U INC	COM	90214J101	7,075	94,100	SH		SOLE		94,100	0	0
3M CO	COM	88579Y101	86,391	410,000	SH		SOLE		410,000	0	0
51JOB INC	SP ADR REP COM	316827104	5,649	73,365	SH		SOLE		73,365	0	0
58 COM INC	SPON ADR REP A	31680Q104	3,741	50,829	SH		SOLE		50,829	0	0
ABBOTT LABS	COM	002824100	110,763	1,509,850	SH		SOLE		1,509,850	0	0
ABBVIE INC	COM	00287Y109	123,900	1,310,000	SH		SOLE		1,310,000	0	0
ABM INDS INC	COM	000957100	4,515	140,000	SH		SOLE		140,000	0	0
AC IMMUNE SA	SHS	H00263105	626	78,207	SH		SOLE		78,207	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	34,496	980,000	SH		SOLE		980,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	15,059	537,246	SH		SOLE		537,246	0	0
ACCELERON PHARMA INC	COM	00434H108	3,033	53,000	SH		SOLE		53,000	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	39,112	229,800	SH		SOLE		229,800	0	0
ACCO BRANDS CORP	COM	00081T108	2,396	212,000	SH		SOLE		212,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	1,769	90,000	SH		SOLE		90,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	21,921	263,500	SH		SOLE		263,500	0	0
ADAMAS PHARMACEUTICALS INC	COM	00548A106	1,872	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	325	24,000	SH		SOLE		24,000	0	0
ADOBE SYS INC	COM	00724F101	44,731	165,700	SH		SOLE		165,700	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	3,535	21,000	SH		SOLE		21,000	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	15,445	500,000	SH		SOLE		500,000	0	0
ADVANSIX INC	COM	00773T101	530	15,600	SH		SOLE		15,600	0	0
AECOM	COM	00766T100	53,889	1,650,000	SH		SOLE		1,650,000	0	0
AES CORP	COM	00130H105	2,800	200,000	SH		SOLE		200,000	0	0
AETNA INC NEW	COM	00817Y108	60,880	300,120	SH		SOLE		300,120	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	34,453	252,000	SH		SOLE		252,000	0	0
AFLAC INC	COM	001055102	25,418	540,000	SH		SOLE		540,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	11,639	165,000	SH		SOLE		165,000	0	0
AGREE REALTY CORP	COM	008492100	24,210	455,750	SH		SOLE		455,750	0	0
AIR PRODS & CHEMS INC	COM	009158106	29,234	175,000	SH		SOLE		175,000	0	0
AK STL HLDG CORP	COM	001547108	76,367	15,585,000	SH		SOLE		15,585,000	0	0
ALASKA AIR GROUP INC	COM	011659109	44,415	645,000	SH		SOLE		645,000	0	0
ALBEMARLE CORP	COM	012653101	48,393	485,000	SH		SOLE		485,000	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	2,851	125,652	SH		SOLE		125,652	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	24,774	196,950	SH		SOLE		196,950	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	36,838	265,000	SH		SOLE		265,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	174,159	1,057,052	SH		SOLE		1,057,052	0	0
ALKERMES PLC	SHS	G01767105	8,064	190,000	SH		SOLE		190,000	0	0
ALLEGHANY CORP DEL	COM	017175100	6,232	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	739	25,000	SH		SOLE		25,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	1,811	20,000	SH		SOLE		20,000	0	0
ALLERGAN PLC	SHS	G0177J108	107,755	565,702	SH		SOLE		565,702	0	0
ALLIANT ENERGY CORP	COM	018802108	2,980	70,000	SH		SOLE		70,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	998	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	25,766	261,054	SH		SOLE		261,054	0	0
ALNYLAM PHARMACEUTICALS INC	COM	02043Q107	7,002	80,000	SH		SOLE		80,000	0	0
ALPHABET INC	CAP STK CL C	02079K107	737,564	618,000	SH		SOLE		618,000	0	0
ALTABA INC	COM	021346101	24,523	360,000	SH		SOLE		360,000	0	0
ALTAIR ENGR INC	COM CL A	021369103	2,607	60,000	SH		SOLE		60,000	0	0
ALTICE USA INC	CL A	02156K103	2,611	143,961	SH		SOLE		143,961	0	0
ALTRIA GROUP INC	COM	02209S103	123,756	2,052,000	SH		SOLE		2,052,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	1,323	66,167	SH		SOLE		66,167	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	3,254	200,000	SH		SOLE		200,000	0	0
AMAZON COM INC	COM	023135106	1,021,530	510,000	SH		SOLE		510,000	0	0
AMBEV SA	SPONSORED ADR	02319V103	14,327	3,135,173	SH		SOLE		3,135,173	0	0
AMEREN CORP	COM	023608102	5,627	89,000	SH		SOLE		89,000	0	0
AMERESCO INC	CL A	02361E108	1,706	125,000	SH		SOLE		125,000	0	0
AMERICA MOVIL SAB DE CV	SPON ADR L SHS	02364W105	20,529	1,278,284	SH		SOLE		1,278,284	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	11,366	275,000	SH		SOLE		275,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	17,526	470,000	SH		SOLE		470,000	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	1,744	100,000	SH		SOLE		100,000	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	12,183	296,001	SH		SOLE		296,001	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	3,377	136,000	SH		SOLE		136,000	0	0
AMERICAN ELEC PWR INC	COM	025537101	37,531	529,500	SH		SOLE		529,500	0	0
AMERICAN EXPRESS CO	COM	025816109	39,721	373,000	SH		SOLE		373,000	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	4,296	196,250	SH		SOLE		196,250	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	50,152	942,000	SH		SOLE		942,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	81,151	558,500	SH		SOLE		558,500	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	1,320	15,000	SH		SOLE		15,000	0	0
AMERICOLD RLTY TR	COM	03064D108	3,002	120,000	SH		SOLE		120,000	0	0
AMERIPRISE FINL INC	COM	03076C106	70,434	477,000	SH		SOLE		477,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	18,444	200,000	SH		SOLE		200,000	0	0
AMGEN INC	COM	031162100	56,057	270,431	SH		SOLE		270,431	0	0
ANADARKO PETE CORP	COM	032511107	13,131	194,800	SH		SOLE		194,800	0	0
ANALOG DEVICES INC	COM	032654105	27,553	298,000	SH		SOLE		298,000	0	0
ANAPTYSBIO INC	COM	032724106	5,487	55,000	SH		SOLE		55,000	0	0
ANDEAVOR LOGISTICS LP	COM UNIT LP INT	03350F106	11,732	241,600	SH		SOLE		241,600	0	0
ANGIODYNAMICS INC	COM	03475V101	1,413	65,000	SH		SOLE		65,000	0	0
ANSYS INC	COM	03662Q105	6,907	37,000	SH		SOLE		37,000	0	0
ANTERO MIDSTREAM GP LP	COM SHS REPSTG	03675Y103	1,761	104,100	SH		SOLE		104,100	0	0
ANTERO MIDSTREAM PARTNERS LP	UNT LTD PARTN	03673L103	4,267	148,900	SH		SOLE		148,900	0	0
ANTHEM INC	COM	036752103	13,703	50,000	SH		SOLE		50,000	0	0
AON PLC	SHS CL A	G0408V102	38,445	250,000	SH		SOLE		250,000	0	0
APACHE CORP	COM	037411105	78,579	1,648,400	SH		SOLE		1,648,400	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	9,024	204,500	SH		SOLE		204,500	0	0
APPLE INC	COM	037833100	928,920	4,115,000	SH		SOLE		4,115,000	0	0
APPLIED MATLS INC	COM	038222105	57,782	1,495,000	SH		SOLE		1,495,000	0	0
APTIV PLC	SHS	G6095L109	12,753	152,000	SH		SOLE		152,000	0	0
AQUA AMERICA INC	COM	03836W103	2,768	75,000	SH		SOLE		75,000	0	0
ARBOR RLTY TR INC	COM	038923108	3,547	309,000	SH		SOLE		309,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	30,277	1,015,668	SH		SOLE		1,015,668	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	9,352	186,026	SH		SOLE		186,026	0	0
ARCONIC INC	COM	03965L100	20,910	950,000	SH		SOLE		950,000	0	0
ARQULE INC	COM	04269E107	612	108,040	SH		SOLE		108,040	0	0
ARRIS INTL INC	SHS	G0551A103	3,899	150,000	SH		SOLE		150,000	0	0
ASE TECHNOLOGY HOLDING CO LT	SPONSORED ADS	00215W100	5,692	1,178,605	SH		SOLE		1,178,605	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	895	140,000	SH		SOLE		140,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	3,474	30,500	SH		SOLE		30,500	0	0
ASTEC INDS INC	COM	046224101	71,079	1,410,000	SH		SOLE		1,410,000	0	0
AT&T INC	COM	00206R102	315,115	9,384,000	SH		SOLE		9,384,000	0	0
ATHENAHEALTH INC	COM	04685W103	36,072	270,000	SH		SOLE		270,000	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	60,563	950,000	SH		SOLE		950,000	0	0
ATMOS ENERGY CORP	COM	049560105	2,348	25,000	SH		SOLE		25,000	0	0
ATTUNITY LTD	SHS NEW	M15332121	550	29,115	SH		SOLE		29,115	0	0
AU OPTRONICS CORP	SPONSORED ADR	002255107	1,622	385,199	SH		SOLE		385,199	0	0
AUDIOCODES LTD	ORD	M15342104	319	31,736	SH		SOLE		31,736	0	0
AUTODESK INC	COM	052769106	34,797	222,900	SH		SOLE		222,900	0	0
AUTOHOME INC	SP ADR RP CL A	05278C107	2,521	32,563	SH		SOLE		32,563	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	16,693	110,800	SH		SOLE		110,800	0	0
AUTOZONE INC	COM	053332102	6,981	9,000	SH		SOLE		9,000	0	0
AVADEL PHARMACEUTICALS PLC	SPONSORED ADR	05337M104	62	14,016	SH		SOLE		14,016	0	0
AVALONBAY CMNTYS INC	COM	053484101	22,825	126,000	SH		SOLE		126,000	0	0
AVANOS MED INC	COM	05350V106	1,267	18,500	SH		SOLE		18,500	0	0
AVON PRODS INC	COM	054303102	13,200	6,000,000	SH		SOLE		6,000,000	0	0
AXALTA COATING SYS LTD	COM	G0750C108	1,895	65,000	SH		SOLE		65,000	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	61	25,000	SH		SOLE		25,000	0	0
BAIDU INC	SPON ADR REP A	056752108	73,991	323,556	SH		SOLE		323,556	0	0
BAKER HUGHES A GE CO	CL A	05722G100	49,169	1,453,400	SH		SOLE		1,453,400	0	0
BALL CORP	COM	058498106	10,998	250,000	SH		SOLE		250,000	0	0
BALLANTYNE STRONG INC	COM	058516105	1,920	480,000	SH		SOLE		480,000	0	0
BANCO BRADESCO S A	SP ADR PFD NEW	059460303	2,483	350,663	SH		SOLE		350,663	0	0
BANCO SANTANDER CHILE NEW	SP ADR REP COM	05965X109	10,416	325,707	SH		SOLE		325,707	0	0
BANK AMER CORP	COM	060505104	361,445	12,269,000	SH		SOLE		12,269,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	30,552	599,167	SH		SOLE		599,167	0	0
BANK OZK	COM	06417N103	9,110	240,000	SH		SOLE		240,000	0	0
BAOZUN INC	SPONSORED ADR	06684L103	2,758	56,786	SH		SOLE		56,786	0	0
BARINGS BDC INC	COM	06759L103	2,481	247,902	SH		SOLE		247,902	0	0
BAXTER INTL INC	COM	071813109	2,313	30,000	SH		SOLE		30,000	0	0
BB&T CORP	COM	054937107	12,766	263,000	SH		SOLE		263,000	0	0
BBVA BANCO FRANCES S A	SPONSORED ADR	07329M100	1,137	97,406	SH		SOLE		97,406	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	1,932	280,000	SH		SOLE		280,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	6,300	600,000	SH		SOLE		600,000	0	0
BECTON DICKINSON & CO	COM	075887109	25,937	99,374	SH		SOLE		99,374	0	0
BEL FUSE INC	CL B	077347300	2,253	85,000	SH		SOLE		85,000	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	30,400	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	132,748	620,000	SH		SOLE		620,000	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	8,468	175,000	SH		SOLE		175,000	0	0
BIOGEN INC	COM	09062X103	108,990	308,485	SH		SOLE		308,485	0	0
BLACK HILLS CORP	COM	092113109	929	16,000	SH		SOLE		16,000	0	0
BLACKROCK INC	COM	09247X101	49,254	104,500	SH		SOLE		104,500	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	34,272	900,000	SH		SOLE		900,000	0	0
BLUEROCK RESIDENTIAL GRW REI	COM CL A	09627J102	1,078	110,000	SH		SOLE		110,000	0	0
BMC STK HLDGS INC	COM	05591B109	653	35,000	SH		SOLE		35,000	0	0
BOEING CO	COM	097023105	146,901	395,000	SH		SOLE		395,000	0	0
BORGWARNER INC	COM	099724106	5,348	125,000	SH		SOLE		125,000	0	0
BOSTON PROPERTIES INC	COM	101121101	19,078	155,000	SH		SOLE		155,000	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	18,865	490,000	SH		SOLE		490,000	0	0
BP MIDSTREAM PARTNERS LP	UNIT LTD PTNR	0556EL109	4,230	225,000	SH		SOLE		225,000	0	0
BRAEMAR HOTELS & RESORTS INC	COM	10482B101	4,266	362,500	SH		SOLE		362,500	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	8,182	520,500	SH		SOLE		520,500	0	0
BRIGHTCOVE INC	COM	10921T101	840	100,000	SH		SOLE		100,000	0	0
BRIGHTHOUSE FINL INC	COM	10922N103	37,343	844,090	SH		SOLE		844,090	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	126,143	2,031,938	SH		SOLE		2,031,938	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	3,327	190,000	SH		SOLE		190,000	0	0
BROADCOM INC	COM	11135F101	81,297	329,500	SH		SOLE		329,500	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	4,202	94,369	SH		SOLE		94,369	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	4,178	200,000	SH		SOLE		200,000	0	0
BROOKFIELD PROPERTY REIT INC	CL A	11282X103	7,798	372,600	SH		SOLE		372,600	0	0
BRT APARTMENTS CORP	COM	055645303	1,144	95,000	SH		SOLE		95,000	0	0
BSQUARE CORP	COM NEW	11776U300	355	154,500	SH		SOLE		154,500	0	0
BUCKEYE PARTNERS L P	UNIT LTD PARTN	118230101	11,195	313,500	SH		SOLE		313,500	0	0
BURLINGTON STORES INC	COM	122017106	21,913	134,500	SH		SOLE		134,500	0	0
BWX TECHNOLOGIES INC	COM	05605H100	3,752	60,000	SH		SOLE		60,000	0	0
CABOT CORP	COM	127055101	5,018	80,000	SH		SOLE		80,000	0	0
CABOT OIL & GAS CORP	COM	127097103	6,418	285,000	SH		SOLE		285,000	0	0
CACTUS INC	CL A	127203107	5,742	150,000	SH		SOLE		150,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	7,804	172,200	SH		SOLE		172,200	0	0
CALAVO GROWERS INC	COM	128246105	24,633	255,000	SH		SOLE		255,000	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	1,073	25,000	SH		SOLE		25,000	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	2,246	24,000	SH		SOLE		24,000	0	0
CAMPING WORLD HLDGS INC	CL A	13462K109	5,349	250,900	SH		SOLE		250,900	0	0
CAMTEK LTD	ORD	M20791105	142	16,624	SH		SOLE		16,624	0	0
CANADA GOOSE HOLDINGS INC	SHS SUB VTG	135086106	2,035	31,529	SH		SOLE		31,529	0	0
CAPITAL ONE FINL CORP	COM	14040H105	54,111	570,000	SH		SOLE		570,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	1,699	180,000	SH		SOLE		180,000	0	0
CARBON BLACK INC	COM	14081R103	212	10,000	SH		SOLE		10,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	8,100	150,000	SH		SOLE		150,000	0	0
CARDIOVASCULAR SYS INC DEL	COM	141619106	587	15,000	SH		SOLE		15,000	0	0
CARLISLE COS INC	COM	142339100	29,232	240,000	SH		SOLE		240,000	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	47,828	750,000	SH		SOLE		750,000	0	0
CARTERS INC	COM	146229109	3,352	34,000	SH		SOLE		34,000	0	0
CASEYS GEN STORES INC	COM	147528103	7,747	60,000	SH		SOLE		60,000	0	0
CATERPILLAR INC DEL	COM	149123101	96,831	635,000	SH		SOLE		635,000	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	1,823	19,000	SH		SOLE		19,000	0	0
CBRE GROUP INC	CL A	12504L109	5,446	123,500	SH		SOLE		123,500	0	0
CBS CORP NEW	CL B	124857202	147,072	2,560,000	SH		SOLE		2,560,000	0	0
CELCUITY INC	COM	15102K100	1,726	60,000	SH		SOLE		60,000	0	0
CELGENE CORP	COM	151020104	74,277	830,000	SH		SOLE		830,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM	15117B103	214	475,000	SH		SOLE		475,000	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	1,452	206,275	SH		SOLE		206,275	0	0
CENTENE CORP DEL	COM	15135B101	2,251	15,550	SH		SOLE		15,550	0	0
CENTERPOINT ENERGY INC	COM	15189T107	5,281	191,000	SH		SOLE		191,000	0	0
CENTURY CMNTYS INC	COM	156504300	1,043	39,745	SH		SOLE		39,745	0	0
CENTURYLINK INC	COM	156700106	3,029	142,860	SH		SOLE		142,860	0	0
CERAGON NETWORKS LTD	ORD	M22013102	307	91,077	SH		SOLE		91,077	0	0
CERIDIAN HCM HLDG INC	COM	15677J108	1,261	30,000	SH		SOLE		30,000	0	0
CERNER CORP	COM	156782104	10,950	170,000	SH		SOLE		170,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	4,709	35,000	SH		SOLE		35,000	0	0
CHECK POINT SOFTWARE TECH LT	ORD	M22465104	12,191	103,600	SH		SOLE		103,600	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	55,592	800,000	SH		SOLE		800,000	0	0
CHENIERE ENERGY PARTNERS LP	COM UNIT	16411Q101	7,797	197,600	SH		SOLE		197,600	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	21,103	4,700,000	SH		SOLE		4,700,000	0	0
CHESAPEAKE ENERGY CORP	NOTE 5.500% 9/1	165167CY1	74	75,000	SH		SOLE		75,000	0	0
CHEVRON CORP NEW	COM	166764100	192,065	1,570,700	SH		SOLE		1,570,700	0	0
CHILDRENS PL INC	COM	168905107	1,917	15,000	SH		SOLE		15,000	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	22,880	467,609	SH		SOLE		467,609	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	3,182	7,000	SH		SOLE		7,000	0	0
CHUBB LIMITED	COM	H1467J104	37,835	283,114	SH		SOLE		283,114	0	0
CHUNGHWA TELECOM CO LTD	SPON ADR NEW11	17133Q502	4,614	128,498	SH		SOLE		128,498	0	0
CHURCH & DWIGHT INC	COM	171340102	36,810	620,000	SH		SOLE		620,000	0	0
CIENA CORP	COM NEW	171779309	26,398	845,000	SH		SOLE		845,000	0	0
CIGNA CORPORATION	COM	125509109	68,136	327,182	SH		SOLE		327,182	0	0
CIMAREX ENERGY CO	COM	171798101	2,807	30,200	SH		SOLE		30,200	0	0
CINEMARK HOLDINGS INC	COM	17243V102	11,256	280,000	SH		SOLE		280,000	0	0
CISCO SYS INC	COM	17275R102	220,871	4,540,000	SH		SOLE		4,540,000	0	0
CITIGROUP INC	COM NEW	172967424	204,746	2,854,000	SH		SOLE		2,854,000	0	0
CITIZENS FINL GROUP INC	COM	174610105	19,285	500,000	SH		SOLE		500,000	0	0
CITRIX SYS INC	COM	177376100	5,480	49,300	SH		SOLE		49,300	0	0
CITY OFFICE REIT INC	COM	178587101	4,291	340,000	SH		SOLE		340,000	0	0
CLIPPER RLTY INC	COM	18885T306	2,172	160,500	SH		SOLE		160,500	0	0
CLOROX CO DEL	COM	189054109	7,069	47,000	SH		SOLE		47,000	0	0
CLOVIS ONCOLOGY INC	COM	189464100	8,518	290,000	SH		SOLE		290,000	0	0
CME GROUP INC	COM CL A	12572Q105	30,638	180,000	SH		SOLE		180,000	0	0
CMS ENERGY CORP	COM	125896100	11,687	238,500	SH		SOLE		238,500	0	0
CNX RESOURCES CORPORATION	COM	12653C108	1,431	100,000	SH		SOLE		100,000	0	0
COCA COLA CO	COM	191216100	83,604	1,810,000	SH		SOLE		1,810,000	0	0
COCA COLA EUROPEAN PARTNERS	SHS	G25839104	12,434	273,463	SH		SOLE		273,463	0	0
COCA COLA FEMSA S A B DE C V	SPON ADR REP L	191241108	380	6,200	SH		SOLE		6,200	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	21,204	380,000	SH		SOLE		380,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	7,129	92,400	SH		SOLE		92,400	0	0
COLGATE PALMOLIVE CO	COM	194162103	52,489	784,000	SH		SOLE		784,000	0	0
COLLIERS INTL GROUP INC	SUB VTG SHS	194693107	345	4,443	SH		SOLE		4,443	0	0
COLONY CAP INC NEW	CL A COM	19626G108	5,152	845,885	SH		SOLE		845,885	0	0
COLUMBIA PPTY TR INC	COM NEW	198287203	1,146	48,500	SH		SOLE		48,500	0	0
COMCAST CORP NEW	CL A	20030N101	145,181	4,100,000	SH		SOLE		4,100,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	930	268,743	SH		SOLE		268,743	0	0
COMMUNITY HEALTHCARE TR INC	COM	20369C106	9,402	303,500	SH		SOLE		303,500	0	0
COMPANIA DE MINAS BUENAVENTU	SPONSORED ADR	204448104	1,464	109,195	SH		SOLE		109,195	0	0
COMSCORE INC	COM	20564W105	27,345	1,500,000	SH		SOLE		1,500,000	0	0
CONAGRA BRANDS INC	COM	205887102	45,759	1,347,045	SH		SOLE		1,347,045	0	0
CONCERT PHARMACEUTICALS INC	COM	206022105	594	40,000	SH		SOLE		40,000	0	0
CONOCOPHILLIPS	COM	20825C104	101,479	1,311,100	SH		SOLE		1,311,100	0	0
CONSOLIDATED EDISON INC	COM	209115104	4,419	58,000	SH		SOLE		58,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	15,093	70,000	SH		SOLE		70,000	0	0
CONTROL4 CORP	COM	21240D107	29,181	850,000	SH		SOLE		850,000	0	0
CORNING INC	COM	219350105	15,186	430,200	SH		SOLE		430,200	0	0
CORPORATE OFFICE PPTYS TR	SH BEN INT	22002T108	1,492	50,000	SH		SOLE		50,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	42,748	182,000	SH		SOLE		182,000	0	0
COTY INC	COM CL A	222070203	13,816	1,100,000	SH		SOLE		1,100,000	0	0
COUPA SOFTWARE INC	COM	22266L106	2,602	32,900	SH		SOLE		32,900	0	0
COVANTA HLDG CORP	COM	22282E102	650	40,000	SH		SOLE		40,000	0	0
CRAY INC	COM NEW	225223304	33,540	1,560,000	SH		SOLE		1,560,000	0	0
CREDICORP LTD	COM	G2519Y108	26,646	119,445	SH		SOLE		119,445	0	0
CRESTWOOD EQUITY PARTNERS LP	UNIT LTD PARTNER	226344208	4,550	123,800	SH		SOLE		123,800	0	0
CROCS INC	COM	227046109	958	45,000	SH		SOLE		45,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	90,456	812,500	SH		SOLE		812,500	0	0
CROWN HOLDINGS INC	COM	228368106	7,920	165,000	SH		SOLE		165,000	0	0
CSX CORP	COM	126408103	889	12,000	SH		SOLE		12,000	0	0
CTRIP COM INTL LTD	AMERICAN DEP SHS	22943F100	9,253	248,947	SH		SOLE		248,947	0	0
CUBESMART	COM	229663109	14,971	524,750	SH		SOLE		524,750	0	0
CUBIC CORP	COM	229669106	49,820	682,000	SH		SOLE		682,000	0	0
CUMMINS INC	COM	231021106	14,607	100,000	SH		SOLE		100,000	0	0
CUSHMAN WAKEFIELD PLC	SHS	G2717B108	1,737	102,250	SH		SOLE		102,250	0	0
CVS HEALTH CORP	COM	126650100	46,047	584,943	SH		SOLE		584,943	0	0
CYBERARK SOFTWARE LTD	SHS	M2682V108	2,987	37,409	SH		SOLE		37,409	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	28,984	2,000,250	SH		SOLE		2,000,250	0	0
CYRUSONE INC	COM	23283R100	18,894	298,000	SH		SOLE		298,000	0	0
D R HORTON INC	COM	23331A109	4,619	109,500	SH		SOLE		109,500	0	0
DANA INCORPORATED	COM	235825205	2,801	150,000	SH		SOLE		150,000	0	0
DANAHER CORP DEL	COM	235851102	17,386	160,000	SH		SOLE		160,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	5,671	51,000	SH		SOLE		51,000	0	0
DASEKE INC	COM	23753F107	5,213	650,000	SH		SOLE		650,000	0	0
DATAWATCH CORP	COM NEW	237917208	2,097	180,000	SH		SOLE		180,000	0	0
DCP MIDSTREAM LP	COM UT LTD PTN	23311P100	5,875	148,400	SH		SOLE		148,400	0	0
DDR CORP	COM	23317H854	3,079	229,999	SH		SOLE		229,999	0	0
DEERE & CO	COM	244199105	41,340	275,000	SH		SOLE		275,000	0	0
DELL TECHNOLOGIES INC	COM CL V	24703L103	22,897	235,761	SH		SOLE		235,761	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	49,156	850,000	SH		SOLE		850,000	0	0
DENBURY RES INC	COM NEW	247916208	2,277	367,209	SH		SOLE		367,209	0	0
DENTSPLY SIRONA INC	COM	24906P109	4,340	115,000	SH		SOLE		115,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	47,768	1,196,000	SH		SOLE		1,196,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	1,580	79,000	SH		SOLE		79,000	0	0
DIGI INTL INC	COM	253798102	1,950	145,000	SH		SOLE		145,000	0	0
DIGITAL RLTY TR INC	COM	253868103	5,916	52,600	SH		SOLE		52,600	0	0
DISCOVER FINL SVCS	COM	254709108	16,016	209,500	SH		SOLE		209,500	0	0
DISCOVERY INC	COM SER C	25470F302	10,649	360,000	SH		SOLE		360,000	0	0
DISH NETWORK CORP	CL A	25470M109	30,396	850,000	SH		SOLE		850,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	157,869	1,350,000	SH		SOLE		1,350,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	16,614	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	256746108	23,568	289,000	SH		SOLE		289,000	0	0
DOMINION ENERGY INC	COM	25746U109	27,058	385,000	SH		SOLE		385,000	0	0
DOMINION ENERGY MIDSTRM PRTN	COM UT REP LTD	257454108	1,493	83,400	SH		SOLE		83,400	0	0
DOUGLAS EMMETT INC	COM	25960P109	5,827	154,500	SH		SOLE		154,500	0	0
DOVER MOTORSPORTS INC	COM	260174107	505	235,000	SH		SOLE		235,000	0	0
DOWDUPONT INC	COM	26078J100	139,553	2,170,000	SH		SOLE		2,170,000	0	0
DROPBOX INC	CL A	26210C104	805	30,000	SH		SOLE		30,000	0	0
DTE ENERGY CO	COM	233331107	6,002	55,000	SH		SOLE		55,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	19,685	246,000	SH		SOLE		246,000	0	0
DUKE REALTY CORP	COM NEW	264411505	1,525	53,750	SH		SOLE		53,750	0	0
DUNKIN BRANDS GROUP INC	COM	265504100	5,160	70,000	SH		SOLE		70,000	0	0
DXC TECHNOLOGY CO	COM	23355L106	12,115	129,542	SH		SOLE		129,542	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	24,099	460,000	SH		SOLE		460,000	0	0
EAST WEST BANCORP INC	COM	27579R104	6,037	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEM CO	COM	277432100	479	5,000	SH		SOLE		5,000	0	0
EATON CORP PLC	SHS	G29183103	6,938	80,000	SH		SOLE		80,000	0	0
EBAY INC	COM	278642103	15,189	460,000	SH		SOLE		460,000	0	0
ECHOSTAR CORP	CL A	278768106	32,691	705,000	SH		SOLE		705,000	0	0
ECOLAB INC	COM	278865100	32,924	210,000	SH		SOLE		210,000	0	0
ECOPETROL S A	SPONSORED ADS	279158109	2,243	83,300	SH		SOLE		83,300	0	0
EDISON INTL	COM	281020107	11,167	165,000	SH		SOLE		165,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	15,390	88,400	SH		SOLE		88,400	0	0
ELECTRONIC ARTS INC	COM	285512109	47,364	393,099	SH		SOLE		393,099	0	0
EMERALD EXPOSITIONS EVENTS I	COM	29103B100	3,708	225,000	SH		SOLE		225,000	0	0
EMERSON ELEC CO	COM	291011104	7,275	95,000	SH		SOLE		95,000	0	0
EMMIS COMMUNICATIONS CORP	COM NEW CL A	291525400	1,961	375,000	SH		SOLE		375,000	0	0
ENABLE MIDSTREAM PARTNERS LP	COM UNIT RP IN	292480100	7,125	423,100	SH		SOLE		423,100	0	0
ENBRIDGE ENERGY PARTNERS L P	COM	29250R106	1,955	177,900	SH		SOLE		177,900	0	0
ENEL AMERICAS S A	SPONSORED ADR	29274F104	1,119	144,791	SH		SOLE		144,791	0	0
ENERGEN CORP	COM	29265N108	3,878	45,000	SH		SOLE		45,000	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	821	14,000	SH		SOLE		14,000	0	0
ENERGY TRANSFER PARTNERS LP	UNIT LTD PRT INT	29278N103	36,289	1,630,250	SH		SOLE		1,630,250	0	0
ENSCO PLC	SHS CLASS A	G3157S106	1,204	142,600	SH		SOLE		142,600	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	4,630	586,038	SH		SOLE		586,038	0	0
ENTERGY CORP NEW	COM	29364G103	8,819	108,700	SH		SOLE		108,700	0	0
ENTERPRISE PRODS PARTNERS L	COM	293792107	39,274	1,367,000	SH		SOLE		1,367,000	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	10,339	2,110,000	SH		SOLE		2,110,000	0	0
EOG RES INC	COM	26875P101	33,168	260,000	SH		SOLE		260,000	0	0
EPR PPTYS	COM SH BEN INT	26884U109	107,045	1,564,750	SH		SOLE		1,564,750	0	0
EQT CORP	COM	26884L109	4,423	100,000	SH		SOLE		100,000	0	0
EQT MIDSTREAM PARTNERS LP	UNIT LTD PARTN	26885B100	8,519	161,400	SH		SOLE		161,400	0	0
EQUINIX INC	COM PAR $0.001	29444U700	30,722	70,970	SH		SOLE		70,970	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	7,060	220,000	SH		SOLE		220,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	7,523	78,000	SH		SOLE		78,000	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	4,071	61,450	SH		SOLE		61,450	0	0
EROS INTL PLC	SHS NEW	G3788M114	29,403	2,440,000	SH		SOLE		2,440,000	0	0
ESPERION THERAPEUTICS INC NE	COM	29664W105	1,636	36,875	SH		SOLE		36,875	0	0
ESSEX PPTY TR INC	COM	297178105	35,270	142,961	SH		SOLE		142,961	0	0
ESTERLINE TECHNOLOGIES CORP	COM	297425100	20,009	220,000	SH		SOLE		220,000	0	0
EVEREST RE GROUP LTD	COM	G3223R108	15,993	70,000	SH		SOLE		70,000	0	0
EVERGY INC	COM	30034W106	3,285	59,810	SH		SOLE		59,810	0	0
EVERSOURCE ENERGY	COM	30040W108	6,451	105,000	SH		SOLE		105,000	0	0
EVO PMTS INC	CL A COM	26927E104	717	30,000	SH		SOLE		30,000	0	0
EXELON CORP	COM	30161N101	18,730	429,000	SH		SOLE		429,000	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	48,930	515,000	SH		SOLE		515,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	18,503	213,550	SH		SOLE		213,550	0	0
EXTREME NETWORKS INC	COM	30226D106	8,768	1,600,000	SH		SOLE		1,600,000	0	0
EXXON MOBIL CORP	COM	30231G102	348,846	4,103,100	SH		SOLE		4,103,100	0	0
F M C CORP	COM NEW	302491303	12,989	149,000	SH		SOLE		149,000	0	0
FACEBOOK INC	CL A	30303M102	460,488	2,800,000	SH		SOLE		2,800,000	0	0
FANG HLDGS LTD	ADR	30711Y102	114	43,956	SH		SOLE		43,956	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	13,127	103,800	SH		SOLE		103,800	0	0
FEDEX CORP	COM	31428X106	74,645	310,000	SH		SOLE		310,000	0	0
FIBROGEN INC	COM	31572Q808	1,072	17,648	SH		SOLE		17,648	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	14,026	128,600	SH		SOLE		128,600	0	0
FIFTH THIRD BANCORP	COM	316773100	16,752	600,000	SH		SOLE		600,000	0	0
FINISAR CORP	COM NEW	31787A507	28,004	1,470,000	SH		SOLE		1,470,000	0	0
FIRST DATA CORP NEW	COM CL A	32008D106	12,235	500,000	SH		SOLE		500,000	0	0
FIRST REP BK SAN FRANCISCO C	COM	33616C100	19,200	200,000	SH		SOLE		200,000	0	0
FIRSTENERGY CORP	COM	337932107	5,204	140,000	SH		SOLE		140,000	0	0
FIVE BELOW INC	COM	33829M101	23,606	181,500	SH		SOLE		181,500	0	0
FLEX LTD	ORD	Y2573F102	6,469	493,034	SH		SOLE		493,034	0	0
FLOOR & DECOR HLDGS INC	CL A	339750101	996	33,000	SH		SOLE		33,000	0	0
FLUOR CORP NEW	COM	343412102	9,877	170,000	SH		SOLE		170,000	0	0
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	344419106	20,929	211,474	SH		SOLE		211,474	0	0
FOOT LOCKER INC	COM	344849104	2,702	53,000	SH		SOLE		53,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	16,650	1,800,000	SH		SOLE		1,800,000	0	0
FOREST CITY RLTY TR INC	COM CL A	345605109	15,481	616,980	SH		SOLE		616,980	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	38,628	2,775,000	SH		SOLE		2,775,000	0	0
FRESHPET INC	COM	358039105	10,276	280,000	SH		SOLE		280,000	0	0
GAP INC DEL	COM	364760108	664	23,000	SH		SOLE		23,000	0	0
GARTNER INC	COM	366651107	5,516	34,800	SH		SOLE		34,800	0	0
GAZIT GLOBE LTD	SHS	M4793C102	3,306	362,500	SH		SOLE		362,500	0	0
GDS HLDGS LTD	SPONSORED ADR	36165L108	8,608	245,038	SH		SOLE		245,038	0	0
GENERAL DYNAMICS CORP	COM	369550108	84,958	415,000	SH		SOLE		415,000	0	0
GENERAL ELECTRIC CO	COM	369604103	86,933	7,700,000	SH		SOLE		7,700,000	0	0
GENERAL MLS INC	COM	370334104	12,950	301,720	SH		SOLE		301,720	0	0
GENERAL MTRS CO	COM	37045V100	80,875	2,402,000	SH		SOLE		2,402,000	0	0
GENESIS ENERGY L P	UNIT LTD PARTN	371927104	6,573	276,426	SH		SOLE		276,426	0	0
GENPACT LIMITED	SHS	G3922B107	5,844	190,929	SH		SOLE		190,929	0	0
GENUINE PARTS CO	COM	372460105	13,916	140,000	SH		SOLE		140,000	0	0
GENWORTH FINL INC	COM CL A	37247D106	9,174	2,200,000	SH		SOLE		2,200,000	0	0
GERON CORP	COM	374163103	889	505,000	SH		SOLE		505,000	0	0
G-III APPAREL GROUP LTD	COM	36237H101	9,228	191,500	SH		SOLE		191,500	0	0
GILEAD SCIENCES INC	COM	375558103	103,075	1,335,000	SH		SOLE		1,335,000	0	0
GLADSTONE LD CORP	COM	376549101	3,579	290,000	SH		SOLE		290,000	0	0
GLOBAL MED REIT INC	COM NEW	37954A204	4,126	438,000	SH		SOLE		438,000	0	0
GLOBAL PMTS INC	COM	37940X102	9,479	74,400	SH		SOLE		74,400	0	0
GLOBANT S A	COM	L44385109	2,381	40,364	SH		SOLE		40,364	0	0
GOLAR LNG PARTNERS LP	COM UNIT LPI	Y2745C102	1,647	114,900	SH		SOLE		114,900	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	101,469	452,500	SH		SOLE		452,500	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	2,924	125,000	SH		SOLE		125,000	0	0
GPO AEROPORTUARIO DEL PAC SA	SPON ADR B	400506101	1,747	16,000	SH		SOLE		16,000	0	0
GRANITE CONSTR INC	COM	387328107	17,823	390,000	SH		SOLE		390,000	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	701	50,000	SH		SOLE		50,000	0	0
GREEN PLAINS PARTNERS LP	COM REP PTR IN	393221106	4,275	286,895	SH		SOLE		286,895	0	0
GREENTREE HOSPITALTY GROUP L	SPONSORED ADS	39579V100	775	61,000	SH		SOLE		61,000	0	0
GREIF INC	CL B	397624206	3,574	62,000	SH		SOLE		62,000	0	0
GRUPO TELEVISA SA	SPON ADR REP ORD	40049J206	2,477	139,600	SH		SOLE		139,600	0	0
GSV CAP CORP	COM	36191J101	11,056	1,600,000	SH		SOLE		1,600,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	80,004	2,950,000	SH		SOLE		2,950,000	0	0
HALLIBURTON CO	COM	406216101	18,291	451,300	SH		SOLE		451,300	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	4,633	255,000	SH		SOLE		255,000	0	0
HANESBRANDS INC	COM	410345102	1,843	100,000	SH		SOLE		100,000	0	0
HARRIS CORP DEL	COM	413875105	5,922	35,000	SH		SOLE		35,000	0	0
HARSCO CORP	COM	415864107	25,410	890,000	SH		SOLE		890,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	8,593	172,000	SH		SOLE		172,000	0	0
HASBRO INC	COM	418056107	18,922	180,000	SH		SOLE		180,000	0	0
HAWAIIAN ELEC INDUSTRIES	COM	419870100	9,965	280,000	SH		SOLE		280,000	0	0
HAWAIIAN HOLDINGS INC	COM	419879101	10,025	250,000	SH		SOLE		250,000	0	0
HCP INC	COM	40414L109	4,605	175,000	SH		SOLE		175,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	6,419	150,000	SH		SOLE		150,000	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	68,642	729,457	SH		SOLE		729,457	0	0
HEALTHCARE TR AMER INC	CL A NEW	42225P501	7,455	279,500	SH		SOLE		279,500	0	0
HECLA MNG CO	COM	422704106	26,505	9,500,000	SH		SOLE		9,500,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	1,581	160,000	SH		SOLE		160,000	0	0
HELMERICH & PAYNE INC	COM	423452101	6,464	94,000	SH		SOLE		94,000	0	0
HESS CORP	COM	42809H107	8,010	111,900	SH		SOLE		111,900	0	0
HESS MIDSTREAM PARTNERS LP	UNIT LTD PR INT	428104103	8,524	373,700	SH		SOLE		373,700	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	8,155	500,000	SH		SOLE		500,000	0	0
HEXCEL CORP NEW	COM	428291108	3,353	50,000	SH		SOLE		50,000	0	0
HFF INC	CL A	40418F108	1,359	32,000	SH		SOLE		32,000	0	0
HIGHWOODS PPTYS INC	COM	431284108	1,867	39,500	SH		SOLE		39,500	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	3,711	112,100	SH		SOLE		112,100	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	28,424	351,866	SH		SOLE		351,866	0	0
HOLLYFRONTIER CORP	COM	436106108	5,788	82,800	SH		SOLE		82,800	0	0
HOLOGIC INC	COM	436440101	4,967	121,200	SH		SOLE		121,200	0	0
HOME DEPOT INC	COM	437076102	237,290	1,145,500	SH		SOLE		1,145,500	0	0
HONEYWELL INTL INC	COM	438516106	54,080	325,000	SH		SOLE		325,000	0	0
HORTONWORKS INC	COM	440894103	8,440	370,000	SH		SOLE		370,000	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	4,547	215,500	SH		SOLE		215,500	0	0
HOWARD HUGHES CORP	COM	44267D107	50,273	404,704	SH		SOLE		404,704	0	0
HP INC	COM	40434L105	30,244	1,173,600	SH		SOLE		1,173,600	0	0
HUAZHU GROUP LTD	SPONSORED ADS	44332N106	2,335	72,283	SH		SOLE		72,283	0	0
HUDSON LTD	COM CL A	G46408103	1,959	86,826	SH		SOLE		86,826	0	0
HUDSON PAC PPTYS INC	COM	444097109	14,577	445,500	SH		SOLE		445,500	0	0
HUMANA INC	COM	444859102	27,082	80,000	SH		SOLE		80,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	47,630	186,000	SH		SOLE		186,000	0	0
IAC INTERACTIVECORP	COM	44919P508	13,003	60,000	SH		SOLE		60,000	0	0
ICICI BK LTD	ADR	45104G104	7,887	928,984	SH		SOLE		928,984	0	0
IDACORP INC	COM	451107106	992	10,000	SH		SOLE		10,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	16,934	120,000	SH		SOLE		120,000	0	0
ILLUMINA INC	COM	452327109	60,565	165,000	SH		SOLE		165,000	0	0
INCYTE CORP	COM	45337C102	8,635	125,000	SH		SOLE		125,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	9,720	923,100	SH		SOLE		923,100	0	0
INDUSTRIAL LOGISTICS PPTYS T	COM SHS BEN INT	456237106	3,336	145,000	SH		SOLE		145,000	0	0
INFOSYS LTD	SPONSORED ADR	456788108	40,533	3,985,536	SH		SOLE		3,985,536	0	0
INGERSOLL-RAND PLC	SHS	G47791101	8,696	85,000	SH		SOLE		85,000	0	0
INGEVITY CORP	COM	45688C107	1,528	15,000	SH		SOLE		15,000	0	0
INTEGER HLDGS CORP	COM	45826H109	9,954	120,000	SH		SOLE		120,000	0	0
INTEL CORP	COM	458140100	130,000	2,749,000	SH		SOLE		2,749,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	7,115	95,000	SH		SOLE		95,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	100,993	667,900	SH		SOLE		667,900	0	0
INTERXION HOLDING N.V	SHS	N47279109	8,266	122,830	SH		SOLE		122,830	0	0
INTL PAPER CO	COM	460146103	11,550	235,000	SH		SOLE		235,000	0	0
INTUIT	COM	461202103	24,218	106,500	SH		SOLE		106,500	0	0
INVITATION HOMES INC	COM	46187W107	25,847	1,128,192	SH		SOLE		1,128,192	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	5,158	100,000	SH		SOLE		100,000	0	0
IQIYI INC	SPONSORED ADS	46267X108	1,071	39,574	SH		SOLE		39,574	0	0
IQVIA HLDGS INC	COM	46266C105	2,491	19,200	SH		SOLE		19,200	0	0
IRON MTN INC NEW	COM	46284V101	518	15,000	SH		SOLE		15,000	0	0
ISHARES GOLD TRUST	ISHARES	464285105	68,580	6,000,000	SH		SOLE		6,000,000	0	0
ISHARES INC	MSCI TAIWAN ETF	46434G772	369,202	9,793,167	SH		SOLE		9,793,167	0	0
ISHARES INC	MSCI RUSSIA ETF	46434G798	41,319	1,174,182	SH		SOLE		1,174,182	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	1,504	17,400	SH		SOLE		17,400	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	274,710	8,460,438	SH		SOLE		8,460,438	0	0
ISHARES TR	CORE MSCI EAFE	46432F842	76,926	1,200,471	SH		SOLE		1,200,471	0	0
ISHARES TR	CORE MSCI EURO	46434V738	78,089	1,628,205	SH		SOLE		1,628,205	0	0
ITAU UNIBANCO HLDG SA	SPON ADR REP PFD	465562106	21,284	1,938,449	SH		SOLE		1,938,449	0	0
JACK IN THE BOX INC	COM	466367109	17,358	207,061	SH		SOLE		207,061	0	0
JAKKS PAC INC	COM	47012E106	383	150,000	SH		SOLE		150,000	0	0
JBG SMITH PPTYS	COM	46590V100	1,468	39,850	SH		SOLE		39,850	0	0
JD COM INC	SPON ADR CL A	47215P106	21,058	807,152	SH		SOLE		807,152	0	0
JERNIGAN CAP INC	COM	476405105	3,733	193,500	SH		SOLE		193,500	0	0
JETBLUE AIRWAYS CORP	COM	477143101	678	35,000	SH		SOLE		35,000	0	0
JOHNSON & JOHNSON	COM	478160104	384,113	2,780,000	SH		SOLE		2,780,000	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	20,125	575,000	SH		SOLE		575,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	469,753	4,163,000	SH		SOLE		4,163,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	35,117	310,000	SH		SOLE		310,000	0	0
KAR AUCTION SVCS INC	COM	48238T109	2,710	45,400	SH		SOLE		45,400	0	0
KBR INC	COM	48242W106	35,921	1,700,000	SH		SOLE		1,700,000	0	0
KELLOGG CO	COM	487836108	9,103	130,000	SH		SOLE		130,000	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	1,333	62,000	SH		SOLE		62,000	0	0
KEYCORP NEW	COM	493267108	41,729	2,098,000	SH		SOLE		2,098,000	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	6,462	97,500	SH		SOLE		97,500	0	0
KILROY RLTY CORP	COM	49427F108	10,753	150,000	SH		SOLE		150,000	0	0
KIMBERLY CLARK CORP	COM	494368103	37,274	328,000	SH		SOLE		328,000	0	0
KIMCO RLTY CORP	COM	49446R109	8,930	533,500	SH		SOLE		533,500	0	0
KINDER MORGAN INC DEL	COM	49456B101	72,693	4,100,000	SH		SOLE		4,100,000	0	0
KLA-TENCOR CORP	COM	482480100	8,747	86,000	SH		SOLE		86,000	0	0
KLX INC	COM	482539103	11,771	187,500	SH		SOLE		187,500	0	0
KNIGHT SWIFT TRANSN HLDGS IN	CL A	499049104	22,067	640,000	SH		SOLE		640,000	0	0
KOPPERS HOLDINGS INC	COM	50060P106	29,904	960,000	SH		SOLE		960,000	0	0
KRAFT HEINZ CO	COM	500754106	14,295	259,387	SH		SOLE		259,387	0	0
KROGER CO	COM	501044101	11,469	394,000	SH		SOLE		394,000	0	0
L BRANDS INC	COM	501797104	20,210	667,000	SH		SOLE		667,000	0	0
L3 TECHNOLOGIES INC	COM	502413107	58,471	275,000	SH		SOLE		275,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	5,731	33,000	SH		SOLE		33,000	0	0
LADDER CAP CORP	CL A	505743104	2,744	162,000	SH		SOLE		162,000	0	0
LAM RESEARCH CORP	COM	512807108	35,650	235,000	SH		SOLE		235,000	0	0
LAMB WESTON HLDGS INC	COM	513272104	3,718	55,833	SH		SOLE		55,833	0	0
LAUDER ESTEE COS INC	CL A	518439104	20,490	141,000	SH		SOLE		141,000	0	0
LAZYDAYS HLDGS INC	COM	52110H100	5,524	731,627	SH		SOLE		731,627	0	0
LCI INDS	COM	50189K103	20,700	250,000	SH		SOLE		250,000	0	0
LEGG MASON INC	COM	524901105	39,974	1,280,000	SH		SOLE		1,280,000	0	0
LENDINGTREE INC NEW	COM	52603B107	25,311	110,000	SH		SOLE		110,000	0	0
LENNAR CORP	CL B	526057302	7,754	201,400	SH		SOLE		201,400	0	0
LGI HOMES INC	COM	50187T106	11,148	235,000	SH		SOLE		235,000	0	0
LIBERTY BROADBAND CORP	COM SER A	530307107	22,769	270,000	SH		SOLE		270,000	0	0
LIBERTY LATIN AMERICA LTD	COM CL C	G9001E128	1,810	87,739	SH		SOLE		87,739	0	0
LIBERTY MEDIA CORP DELAWARE	COM A SIRIUSXM	531229409	17,376	400,000	SH		SOLE		400,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM C SIRIUSXM	531229607	4,345	100,000	SH		SOLE		100,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	930	25,000	SH		SOLE		25,000	0	0
LIFEPOINT HEALTH INC	COM	53219L109	2,329	36,164	SH		SOLE		36,164	0	0
LIGAND PHARMACEUTICALS INC	COM NEW	53220K504	19,214	70,000	SH		SOLE		70,000	0	0
LILLY ELI & CO	COM	532457108	193,962	1,807,496	SH		SOLE		1,807,496	0	0
LIMBACH HLDGS INC	COM	53263P105	7,235	642,000	SH		SOLE		642,000	0	0
LIMONEIRA CO	COM	532746104	5,901	226,000	SH		SOLE		226,000	0	0
LINCOLN NATL CORP IND	COM	534187109	79,771	1,179,000	SH		SOLE		1,179,000	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	3,415	140,000	SH		SOLE		140,000	0	0
LIONS GATE ENTMNT CORP	CL B NON VTG	535919500	11,650	500,000	SH		SOLE		500,000	0	0
LITHIA MTRS INC	CL A	536797103	1,984	24,300	SH		SOLE		24,300	0	0
LKQ CORP	COM	501889208	7,379	233,000	SH		SOLE		233,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	88,219	255,000	SH		SOLE		255,000	0	0
LOUISIANA PAC CORP	COM	546347105	795	30,000	SH		SOLE		30,000	0	0
LOWES COS INC	COM	548661107	28,361	247,000	SH		SOLE		247,000	0	0
LULULEMON ATHLETICA INC	COM	550021109	7,507	46,200	SH		SOLE		46,200	0	0
LUMENTUM HLDGS INC	COM	55024U109	14,988	250,000	SH		SOLE		250,000	0	0
LUXFER HOLDINGS PLC	SHS	G5698W116	280	12,043	SH		SOLE		12,043	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	5,126	50,000	SH		SOLE		50,000	0	0
MACK CALI RLTY CORP	COM	554489104	1,382	65,000	SH		SOLE		65,000	0	0
MACOM TECH SOLUTIONS HLDGS I	COM	55405Y100	11,742	570,000	SH		SOLE		570,000	0	0
MACQUARIE INFRASTRUCTURE COR	COM	55608B105	19,144	415,000	SH		SOLE		415,000	0	0
MADDEN STEVEN LTD	COM	556269108	3,015	57,000	SH		SOLE		57,000	0	0
MAGELLAN MIDSTREAM PRTNRS LP	COM UNIT RP LP	559080106	34,707	512,500	SH		SOLE		512,500	0	0
MALLINCKRODT PUB LTD CO	SHS	G5785G107	14,069	480,000	SH		SOLE		480,000	0	0
MANPOWERGROUP INC	COM	56418H100	4,393	51,100	SH		SOLE		51,100	0	0
MARATHON OIL CORP	COM	565849106	12,224	525,100	SH		SOLE		525,100	0	0
MARATHON PETE CORP	COM	56585A102	50,965	637,300	SH		SOLE		637,300	0	0
MARRIOTT INTL INC NEW	CL A	571903202	17,692	134,000	SH		SOLE		134,000	0	0
MARRIOTT VACATIONS WRLDWDE C	COM	57164Y107	1,893	16,937	SH		SOLE		16,937	0	0
MARSH & MCLENNAN COS INC	COM	571748102	34,825	421,000	SH		SOLE		421,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	80,968	445,000	SH		SOLE		445,000	0	0
MARVELL TECHNOLOGY GROUP LTD	ORD	G5876H105	3,474	180,000	SH		SOLE		180,000	0	0
MASTEC INC	COM	576323109	33,934	760,000	SH		SOLE		760,000	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	137,773	618,900	SH		SOLE		618,900	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	10,804	82,000	SH		SOLE		82,000	0	0
MCDERMOTT INTL INC	COM	580037703	2,658	144,212	SH		SOLE		144,212	0	0
MCDONALDS CORP	COM	580135101	121,438	725,913	SH		SOLE		725,913	0	0
MCKESSON CORP	COM	58155Q103	17,908	135,000	SH		SOLE		135,000	0	0
MDU RES GROUP INC	COM	552690109	2,569	100,000	SH		SOLE		100,000	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	7,231	485,000	SH		SOLE		485,000	0	0
MEDTRONIC PLC	SHS	G5960L103	74,149	753,780	SH		SOLE		753,780	0	0
MERCADOLIBRE INC	COM	58733R102	10,851	31,872	SH		SOLE		31,872	0	0
MERCANTILE BANK CORP	COM	587376104	1,580	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC	COM	58933Y105	257,867	3,635,000	SH		SOLE		3,635,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	745	50,000	SH		SOLE		50,000	0	0
MERITAGE HOMES CORP	COM	59001A102	718	18,000	SH		SOLE		18,000	0	0
METLIFE INC	COM	59156R108	65,688	1,406,000	SH		SOLE		1,406,000	0	0
MGM GROWTH PPTYS LLC	CL A COM	55303A105	3,126	106,000	SH		SOLE		106,000	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	27,910	1,000,000	SH		SOLE		1,000,000	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	10,284	150,000	SH		SOLE		150,000	0	0
MICHAELS COS INC	COM	59408Q106	1,380	85,000	SH		SOLE		85,000	0	0
MICRO FOCUS INTERNATIONAL PL	SPON ADR NEW	594837304	1,523	82,395	SH		SOLE		82,395	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	50,107	635,000	SH		SOLE		635,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	37,993	840,000	SH		SOLE		840,000	0	0
MICROSOFT CORP	COM	594918104	943,530	8,249,800	SH		SOLE		8,249,800	0	0
MICROSTRATEGY INC	CL A NEW	594972408	1,617	11,500	SH		SOLE		11,500	0	0
MID AMER APT CMNTYS INC	COM	59522J103	11,256	112,350	SH		SOLE		112,350	0	0
MOBILE TELESYSTEMS PJSC	SPONSORED ADR	607409109	5,438	637,566	SH		SOLE		637,566	0	0
MOHAWK INDS INC	COM	608190104	10,389	59,250	SH		SOLE		59,250	0	0
MOLSON COORS BREWING CO	CL B	60871R209	30,750	500,000	SH		SOLE		500,000	0	0
MOMO INC	ADR	60879B107	3,866	88,260	SH		SOLE		88,260	0	0
MONDELEZ INTL INC	CL A	609207105	75,745	1,763,163	SH		SOLE		1,763,163	0	0
MONMOUTH REAL ESTATE INVT CO	CL A	609720107	1,756	105,000	SH		SOLE		105,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	20,981	360,000	SH		SOLE		360,000	0	0
MORGAN STANLEY	COM NEW	617446448	81,498	1,750,000	SH		SOLE		1,750,000	0	0
MOSAIC CO NEW	COM	61945C103	325	10,000	SH		SOLE		10,000	0	0
MOTORCAR PTS AMER INC	COM	620071100	4,104	175,000	SH		SOLE		175,000	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	5,986	46,000	SH		SOLE		46,000	0	0
MPLX LP	COM UNIT REP LTD	55336V100	28,233	814,100	SH		SOLE		814,100	0	0
MSCI INC	COM	55354G100	7,398	41,700	SH		SOLE		41,700	0	0
MSG NETWORK INC	CL A	553573106	17,544	680,000	SH		SOLE		680,000	0	0
MURPHY OIL CORP	COM	626717102	2,961	88,800	SH		SOLE		88,800	0	0
MYLAN N V	SHS EURO	N59465109	21,164	578,255	SH		SOLE		578,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	10,243	1,662,800	SH		SOLE		1,662,800	0	0
NASDAQ INC	COM	631103108	6,349	74,000	SH		SOLE		74,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	19,486	1,840,000	SH		SOLE		1,840,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	1,233	22,000	SH		SOLE		22,000	0	0
NATIONAL INSTRS CORP	COM	636518102	4,480	92,700	SH		SOLE		92,700	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	8,047	186,800	SH		SOLE		186,800	0	0
NATIONAL VISION HLDGS INC	COM	63845R107	3,160	70,000	SH		SOLE		70,000	0	0
NEKTAR THERAPEUTICS	COM	640268108	6,401	105,000	SH		SOLE		105,000	0	0
NETAPP INC	COM	64110D104	24,908	290,000	SH		SOLE		290,000	0	0
NETEASE INC	SPONSORED ADR	64110W102	19,373	84,878	SH		SOLE		84,878	0	0
NETFLIX INC	COM	64110L106	56,120	150,000	SH		SOLE		150,000	0	0
NEW JERSEY RES	COM	646025106	1,614	35,000	SH		SOLE		35,000	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	10,965	148,153	SH		SOLE		148,153	0	0
NEW RESIDENTIAL INVT CORP	COM NEW	64828T201	5,623	315,500	SH		SOLE		315,500	0	0
NEW SR INVT GROUP INC	COM	648691103	812	137,500	SH		SOLE		137,500	0	0
NEW YORK REIT INC	COM NEW	64976L208	181	10,000	SH		SOLE		10,000	0	0
NEWELL BRANDS INC	COM	651229106	28,420	1,400,000	SH		SOLE		1,400,000	0	0
NEWFIELD EXPL CO	COM	651290108	3,460	120,000	SH		SOLE		120,000	0	0
NEWMONT MINING CORP	COM	651639106	2,114	70,000	SH		SOLE		70,000	0	0
NEWS CORP NEW	CL A	65249B109	2,968	225,000	SH		SOLE		225,000	0	0
NEXPOINT RESIDENTIAL TR INC	COM	65341D102	4,625	139,317	SH		SOLE		139,317	0	0
NEXTERA ENERGY INC	COM	65339F101	126,538	755,000	SH		SOLE		755,000	0	0
NGL ENERGY PARTNERS LP	COM UNIT REPST	62913M107	1,675	144,400	SH		SOLE		144,400	0	0
NIKE INC	CL B	654106103	26,390	311,500	SH		SOLE		311,500	0	0
NISOURCE INC	COM	65473P105	23,799	955,000	SH		SOLE		955,000	0	0
NOAH HLDGS LTD	SPON ADS CL A	65487X102	991	23,524	SH		SOLE		23,524	0	0
NOBLE CORP PLC	SHS USD	G65431101	1,037	147,500	SH		SOLE		147,500	0	0
NOBLE ENERGY INC	COM	655044105	6,173	197,900	SH		SOLE		197,900	0	0
NOBLE MIDSTREAM PARTNERS LP	COM UNIT REPST	65506L105	2,935	82,900	SH		SOLE		82,900	0	0
NOMAD FOODS LTD	USD ORD SHS	G6564A105	273	13,492	SH		SOLE		13,492	0	0
NORDSTROM INC	COM	655664100	538	9,000	SH		SOLE		9,000	0	0
NORFOLK SOUTHERN CORP	COM	655844108	2,166	12,000	SH		SOLE		12,000	0	0
NORTHERN TR CORP	COM	665859104	14,094	138,000	SH		SOLE		138,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	85,690	270,000	SH		SOLE		270,000	0	0
NOVA MEASURING INSTRUMENTS L	COM	M7516K103	265	10,074	SH		SOLE		10,074	0	0
NRG ENERGY INC	COM NEW	629377508	37,400	1,000,000	SH		SOLE		1,000,000	0	0
NUANCE COMMUNICATIONS INC	COM	67020Y100	1,429	82,500	SH		SOLE		82,500	0	0
NUTANIX INC	CL A	67059N108	7,262	170,000	SH		SOLE		170,000	0	0
NUTRI SYS INC NEW	COM	67069D108	15,191	410,000	SH		SOLE		410,000	0	0
NUVECTRA CORP	COM	67075N108	879	40,000	SH		SOLE		40,000	0	0
NVE CORP	COM NEW	629445206	2,118	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G104	139,667	497,000	SH		SOLE		497,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	34,072	398,500	SH		SOLE		398,500	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	11,375	32,750	SH		SOLE		32,750	0	0
OASIS MIDSTREAM PARTNERS LP	COM UNITS REPS	67420T206	5,365	240,900	SH		SOLE		240,900	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	46,147	561,600	SH		SOLE		561,600	0	0
OCEANEERING INTL INC	COM	675232102	4,168	151,000	SH		SOLE		151,000	0	0
OCH ZIFF CAP MGMT GROUP	CL A	67551U105	2,812	1,900,000	SH		SOLE		1,900,000	0	0
OCLARO INC	COM NEW	67555N206	10,728	1,200,000	SH		SOLE		1,200,000	0	0
OGE ENERGY CORP	COM	670837103	1,090	30,000	SH		SOLE		30,000	0	0
OKTA INC	CL A	679295105	8,531	121,250	SH		SOLE		121,250	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	3,225	20,000	SH		SOLE		20,000	0	0
OLIN CORP	COM PAR $1	680665205	5,521	215,000	SH		SOLE		215,000	0	0
OLLIES BARGAIN OUTLT HLDGS I	COM	681116109	10,619	110,500	SH		SOLE		110,500	0	0
OMNICOM GROUP INC	COM	681919106	9,523	140,000	SH		SOLE		140,000	0	0
ON SEMICONDUCTOR CORP	COM	682189105	31,331	1,700,000	SH		SOLE		1,700,000	0	0
ONEOK INC NEW	COM	682680103	65,031	959,300	SH		SOLE		959,300	0	0
OPTINOSE INC	COM	68404V100	1,125	90,474	SH		SOLE		90,474	0	0
ORACLE CORP	COM	68389X105	60,109	1,165,800	SH		SOLE		1,165,800	0	0
OSI SYSTEMS INC	COM	671044105	30,685	402,100	SH		SOLE		402,100	0	0
P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR	715684106	5,114	208,900	SH		SOLE		208,900	0	0
PACCAR INC	COM	693718108	30,686	450,000	SH		SOLE		450,000	0	0
PAGSEGURO DIGITAL LTD	COM CL A	G68707101	2,072	74,882	SH		SOLE		74,882	0	0
PARK HOTELS RESORTS INC	COM	700517105	5,020	152,943	SH		SOLE		152,943	0	0
PARKE BANCORP INC	COM	700885106	3,103	138,231	SH		SOLE		138,231	0	0
PARKER HANNIFIN CORP	COM	701094104	55,179	300,000	SH		SOLE		300,000	0	0
PATRICK INDS INC	COM	703343103	33,744	570,000	SH		SOLE		570,000	0	0
PATTERSON COMPANIES INC	COM	703395103	17,115	700,000	SH		SOLE		700,000	0	0
PAYCOM SOFTWARE INC	COM	70432V102	6,589	42,400	SH		SOLE		42,400	0	0
PAYPAL HLDGS INC	COM	70450Y103	84,608	963,200	SH		SOLE		963,200	0	0
PBF LOGISTICS LP	UNIT LTD PTNR	69318Q104	2,342	108,700	SH		SOLE		108,700	0	0
PDL BIOPHARMA INC	COM	69329Y104	145	55,000	SH		SOLE		55,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	17,923	492,800	SH		SOLE		492,800	0	0
PENNSYLVANIA RL ESTATE INVT	SH BEN INT	709102107	969	102,500	SH		SOLE		102,500	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	7,381	155,750	SH		SOLE		155,750	0	0
PEPSICO INC	COM	713448108	164,301	1,469,600	SH		SOLE		1,469,600	0	0
PERKINELMER INC	COM	714046109	7,782	80,000	SH		SOLE		80,000	0	0
PERRIGO CO PLC	SHS	G97822103	3,540	50,000	SH		SOLE		50,000	0	0
PERSPECTA INC	COM	715347100	1,472	57,221	SH		SOLE		57,221	0	0
PETIQ INC	COM CL A	71639T106	39,310	1,000,000	SH		SOLE		1,000,000	0	0
PETROLEO BRASILEIRO SA PETRO	SP ADR NON VTG	71654V101	525	50,159	SH		SOLE		50,159	0	0
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	71654V408	1,463	121,236	SH		SOLE		121,236	0	0
PFIZER INC	COM	717081103	232,127	5,267,236	SH		SOLE		5,267,236	0	0
PG&E CORP	COM	69331C108	21,763	473,000	SH		SOLE		473,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	137,069	1,681,000	SH		SOLE		1,681,000	0	0
PHILLIPS 66	COM	718546104	21,417	190,000	SH		SOLE		190,000	0	0
PHILLIPS 66 PARTNERS LP	COM UNIT REP INT	718549207	7,378	144,280	SH		SOLE		144,280	0	0
PHYSICIANS RLTY TR	COM	71943U104	11,414	677,000	SH		SOLE		677,000	0	0
PIER 1 IMPORTS INC	COM	720279108	145	96,498	SH		SOLE		96,498	0	0
PINNACLE FOODS INC DEL	COM	72348P104	81,115	1,251,578	SH		SOLE		1,251,578	0	0
PINNACLE WEST CAP CORP	COM	723484101	2,138	27,000	SH		SOLE		27,000	0	0
PIONEER NAT RES CO	COM	723787107	21,025	120,700	SH		SOLE		120,700	0	0
PITNEY BOWES INC	COM	724479100	14,160	2,000,000	SH		SOLE		2,000,000	0	0
PIVOTAL SOFTWARE INC	COM CL A	72582H107	220	11,250	SH		SOLE		11,250	0	0
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	726503105	26,816	1,072,200	SH		SOLE		1,072,200	0	0
PLANET FITNESS INC	CL A	72703H101	10,266	190,000	SH		SOLE		190,000	0	0
PLAYA HOTELS & RESORTS NV	SHS	N70544106	482	50,000	SH		SOLE		50,000	0	0
PLDT INC	SPONSORED ADR	69344D408	2,292	89,200	SH		SOLE		89,200	0	0
PLUG POWER INC	COM NEW	72919P202	8,832	4,600,000	SH		SOLE		4,600,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	93,703	688,031	SH		SOLE		688,031	0	0
PPG INDS INC	COM	693506107	12,550	115,000	SH		SOLE		115,000	0	0
PPL CORP	COM	69351T106	24,871	850,000	SH		SOLE		850,000	0	0
PRAXAIR INC	COM	74005P104	19,288	120,000	SH		SOLE		120,000	0	0
PREFERRED APT CMNTYS INC	COM	74039L103	8,087	460,000	SH		SOLE		460,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	16,322	149,500	SH		SOLE		149,500	0	0
PRIMERICA INC	COM	74164M108	43,398	360,000	SH		SOLE		360,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	176,359	2,118,945	SH		SOLE		2,118,945	0	0
PROGRESSIVE CORP OHIO	COM	743315103	21,312	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	54,910	810,000	SH		SOLE		810,000	0	0
PROPETRO HLDG CORP	COM	74347M108	29,807	1,807,600	SH		SOLE		1,807,600	0	0
PROS HOLDINGS INC	COM	74346Y103	3,453	98,600	SH		SOLE		98,600	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	1,228	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	98,027	967,500	SH		SOLE		967,500	0	0
PTC INC	COM	69370C100	33,853	318,800	SH		SOLE		318,800	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	12,670	240,000	SH		SOLE		240,000	0	0
PUMA BIOTECHNOLOGY INC	COM	74587V107	1,184	25,833	SH		SOLE		25,833	0	0
PURE STORAGE INC	CL A	74624M102	2,595	100,000	SH		SOLE		100,000	0	0
PVH CORP	COM	693656100	6,281	43,500	SH		SOLE		43,500	0	0
PYXUS INTL INC	COM	74737V106	1,380	60,000	SH		SOLE		60,000	0	0
QTS RLTY TR INC	COM CL A	74736A103	4,182	98,000	SH		SOLE		98,000	0	0
QUALCOMM INC	COM	747525103	48,260	670,000	SH		SOLE		670,000	0	0
QUANTA SVCS INC	COM	74762E102	4,339	130,000	SH		SOLE		130,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	1,619	15,000	SH		SOLE		15,000	0	0
QUORUM HEALTH CORP	COM	74909E106	394	67,185	SH		SOLE		67,185	0	0
RADWARE LTD	ORD	M81873107	1,781	67,298	SH		SOLE		67,298	0	0
RANGE RES CORP	COM	75281A109	33,980	2,000,000	SH		SOLE		2,000,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	59,833	650,000	SH		SOLE		650,000	0	0
RAYONIER INC	COM	754907103	1,014	30,000	SH		SOLE		30,000	0	0
RAYTHEON CO	COM NEW	755111507	112,630	545,000	SH		SOLE		545,000	0	0
REALPAGE INC	COM	75606N109	15,816	240,000	SH		SOLE		240,000	0	0
RED HAT INC	COM	756577102	36,196	265,600	SH		SOLE		265,600	0	0
REDWOOD TR INC	COM	758075402	1,421	87,500	SH		SOLE		87,500	0	0
REGENCY CTRS CORP	COM	758849103	9,580	148,150	SH		SOLE		148,150	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	3,232	8,000	SH		SOLE		8,000	0	0
REINSURANCE GROUP AMER INC	COM NEW	759351604	5,099	35,272	SH		SOLE		35,272	0	0
RESMED INC	COM	761152107	3,599	31,200	SH		SOLE		31,200	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	14,376	770,000	SH		SOLE		770,000	0	0
RETAIL VALUE INC	COM	76133Q102	425	12,999	SH		SOLE		12,999	0	0
REVANCE THERAPEUTICS INC	COM	761330109	646	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	16,299	510,000	SH		SOLE		510,000	0	0
REXNORD CORP NEW	COM	76169B102	43,120	1,400,000	SH		SOLE		1,400,000	0	0
RH	COM	74967X103	4,585	35,000	SH		SOLE		35,000	0	0
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	2,729	850,000	SH		SOLE		850,000	0	0
ROBERT HALF INTL INC	COM	770323103	3,040	43,200	SH		SOLE		43,200	0	0
ROCKWELL AUTOMATION INC	COM	773903109	65,632	350,000	SH		SOLE		350,000	0	0
ROCKWELL COLLINS INC	COM	774341101	50,569	360,000	SH		SOLE		360,000	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	2,904	154,200	SH		SOLE		154,200	0	0
RYDER SYS INC	COM	783549108	9,134	125,000	SH		SOLE		125,000	0	0
S&P GLOBAL INC	COM	78409V104	8,402	43,000	SH		SOLE		43,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	6,693	289,500	SH		SOLE		289,500	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	2,338	250,000	SH		SOLE		250,000	0	0
SAFETY INCOME & GROWTH INC	COM	78649D104	7,519	401,416	SH		SOLE		401,416	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	2,820	78,000	SH		SOLE		78,000	0	0
SAGE THERAPEUTICS INC	COM	78667J108	706	5,000	SH		SOLE		5,000	0	0
SALESFORCE COM INC	COM	79466L302	67,867	426,755	SH		SOLE		426,755	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	33,917	210,000	SH		SOLE		210,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	28,913	180,000	SH		SOLE		180,000	0	0
SCANA CORP NEW	COM	80589M102	1,517	39,000	SH		SOLE		39,000	0	0
SCHEIN HENRY INC	COM	806407102	8,503	100,000	SH		SOLE		100,000	0	0
SCHLUMBERGER LTD	COM	806857108	27,855	457,240	SH		SOLE		457,240	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	23,101	470,000	SH		SOLE		470,000	0	0
SEALED AIR CORP NEW	COM	81211K100	2,008	50,000	SH		SOLE		50,000	0	0
SEAWORLD ENTMT INC	COM	81282V100	27,658	880,000	SH		SOLE		880,000	0	0
SELECT INCOME REIT	COM SH BEN INT	81618T100	439	20,000	SH		SOLE		20,000	0	0
SEMPRA ENERGY	COM	816851109	14,697	129,200	SH		SOLE		129,200	0	0
SEQUENTIAL BRNDS GROUP INC N	COM	81734P107	2,849	1,706,200	SH		SOLE		1,706,200	0	0
SERVICENOW INC	COM	81762P102	11,875	60,700	SH		SOLE		60,700	0	0
SHELL MIDSTREAM PARTNERS L P	UNIT LTD INT	822634101	5,856	273,900	SH		SOLE		273,900	0	0
SI FINL GROUP INC MD	COM	78425V104	377	26,943	SH		SOLE		26,943	0	0
SIERRA WIRELESS INC	COM	826516106	217	10,800	SH		SOLE		10,800	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	5,512	48,000	SH		SOLE		48,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	81,024	458,405	SH		SOLE		458,405	0	0
SINA CORP	ORD	G81477104	2,465	35,475	SH		SOLE		35,475	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	3,260	115,000	SH		SOLE		115,000	0	0
SKECHERS U S A INC	CL A	830566105	6,723	240,700	SH		SOLE		240,700	0	0
SKYLINE CHAMPION CORPORATION	COM	830830105	10,000	350,000	SH		SOLE		350,000	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	19,956	220,000	SH		SOLE		220,000	0	0
SL GREEN RLTY CORP	COM	78440X101	18,311	187,750	SH		SOLE		187,750	0	0
SLM CORP	COM	78442P106	23,415	2,100,000	SH		SOLE		2,100,000	0	0
SM ENERGY CO	COM	78454L100	946	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	6,624	64,556	SH		SOLE		64,556	0	0
SOCIEDAD QUIMICA MINERA DE C	SPON ADR SER B	833635105	928	20,300	SH		SOLE		20,300	0	0
SONOCO PRODS CO	COM	835495102	278	5,000	SH		SOLE		5,000	0	0
SOTHEBYS	COM	835898107	689	14,000	SH		SOLE		14,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	882	25,000	SH		SOLE		25,000	0	0
SOUTHERN CO	COM	842587107	13,865	318,000	SH		SOLE		318,000	0	0
SOUTHERN COPPER CORP	COM	84265V105	2,047	47,460	SH		SOLE		47,460	0	0
SOUTHWEST AIRLS CO	COM	844741108	110,849	1,775,000	SH		SOLE		1,775,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	32,704	6,400,000	SH		SOLE		6,400,000	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	69,562	616,900	SH		SOLE		616,900	0	0
SPECTRA ENERGY PARTNERS LP	COM	84756N109	6,813	190,800	SH		SOLE		190,800	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	27,593	301,000	SH		SOLE		301,000	0	0
SPIRIT AIRLS INC	COM	848577102	14,091	300,000	SH		SOLE		300,000	0	0
SPIRIT MTA REIT	COM SHS BEN IN	84861U105	381	33,000	SH		SOLE		33,000	0	0
SPIRIT RLTY CAP INC NEW	COM	84860W102	1,693	210,000	SH		SOLE		210,000	0	0
SPRINT CORP	COM SER 1	85207U105	20,928	3,200,000	SH		SOLE		3,200,000	0	0
SQUARE INC	CL A	852234103	3,634	36,700	SH		SOLE		36,700	0	0
STAG INDL INC	COM	85254J102	12,815	466,000	SH		SOLE		466,000	0	0
STARBUCKS CORP	COM	855244109	6,821	120,000	SH		SOLE		120,000	0	0
STARWOOD PPTY TR INC	COM	85571B105	10,373	482,000	SH		SOLE		482,000	0	0
STATE STR CORP	COM	857477103	27,899	333,000	SH		SOLE		333,000	0	0
STEEL DYNAMICS INC	COM	858119100	226	5,000	SH		SOLE		5,000	0	0
STEELCASE INC	CL A	858155203	1,240	67,000	SH		SOLE		67,000	0	0
STERICYCLE INC	COM	858912108	5,281	90,000	SH		SOLE		90,000	0	0
STIFEL FINL CORP	COM	860630102	15,891	310,000	SH		SOLE		310,000	0	0
STRYKER CORP	COM	863667101	7,996	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	865646103	848	537,000	SH		SOLE		537,000	0	0
SUMMIT HOTEL PPTYS INC	COM	866082100	2,993	221,200	SH		SOLE		221,200	0	0
SUMMIT MATLS INC	CL A	86614U100	12,004	660,280	SH		SOLE		660,280	0	0
SUMMIT MIDSTREAM PARTNERS LP	COM UNIT LTD	866142102	2,377	166,200	SH		SOLE		166,200	0	0
SUN CMNTYS INC	COM	866674104	25,548	251,600	SH		SOLE		251,600	0	0
SUNOCO LP	COM U REP LP	86765K109	3,200	108,300	SH		SOLE		108,300	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	1,727	105,584	SH		SOLE		105,584	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	1,461	150,000	SH		SOLE		150,000	0	0
SVB FINL GROUP	COM	78486Q101	83,613	269,000	SH		SOLE		269,000	0	0
SYNCHRONY FINL	COM	87165B103	57,984	1,865,648	SH		SOLE		1,865,648	0	0
SYNOPSYS INC	COM	871607107	9,545	96,800	SH		SOLE		96,800	0	0
SYSCO CORP	COM	871829107	22,561	308,000	SH		SOLE		308,000	0	0
T MOBILE US INC	COM	872590104	14,036	200,000	SH		SOLE		200,000	0	0
TAILORED BRANDS INC	COM	87403A107	1,637	65,000	SH		SOLE		65,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	136,183	3,083,841	SH		SOLE		3,083,841	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	6,900	50,000	SH		SOLE		50,000	0	0
TAL ED GROUP	SPONSORED ADS	874080104	5,433	211,314	SH		SOLE		211,314	0	0
TALLGRASS ENERGY LP	CLASS A SHS	874696107	6,244	264,800	SH		SOLE		264,800	0	0
TAPESTRY INC	COM	876030107	5,027	100,000	SH		SOLE		100,000	0	0
TARGET CORP	COM	87612E106	24,953	282,880	SH		SOLE		282,880	0	0
TASEKO MINES LTD	COM	876511106	52	65,362	SH		SOLE		65,362	0	0
TAUBMAN CTRS INC	COM	876664103	598	10,000	SH		SOLE		10,000	0	0
TC PIPELINES LP	UT COM LTD PRT	87233Q108	3,494	115,200	SH		SOLE		115,200	0	0
TCG BDC INC	COM	872280102	10,855	650,000	SH		SOLE		650,000	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	14,139	160,800	SH		SOLE		160,800	0	0
TELADOC HEALTH INC	COM	87918A105	3,886	45,000	SH		SOLE		45,000	0	0
TELEFONICA BRASIL SA	SPONSORED ADR	87936R106	8,252	847,995	SH		SOLE		847,995	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	7,471	262,500	SH		SOLE		262,500	0	0
TERADYNE INC	COM	880770102	5,917	160,000	SH		SOLE		160,000	0	0
TERRENO RLTY CORP	COM	88146M101	6,787	180,000	SH		SOLE		180,000	0	0
TESARO INC	COM	881569107	10,923	280,000	SH		SOLE		280,000	0	0
TESLA INC	COM	88160R101	13,239	50,000	SH		SOLE		50,000	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADR	881624209	9,478	440,000	SH		SOLE		440,000	0	0
TEXAS INSTRS INC	COM	882508104	60,404	563,000	SH		SOLE		563,000	0	0
TEXTRON INC	COM	883203101	23,156	324,000	SH		SOLE		324,000	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	8,673	265,459	SH		SOLE		265,459	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	23,188	95,000	SH		SOLE		95,000	0	0
THERMON GROUP HLDGS INC	COM	88362T103	1,289	50,000	SH		SOLE		50,000	0	0
THOR INDS INC	COM	885160101	55,242	660,000	SH		SOLE		660,000	0	0
TIER REIT INC	COM NEW	88650V208	3,338	138,500	SH		SOLE		138,500	0	0
TIFFANY & CO NEW	COM	886547108	30,929	239,817	SH		SOLE		239,817	0	0
TITAN INTL INC ILL	COM	88830M102	6,678	900,000	SH		SOLE		900,000	0	0
TJX COS INC NEW	COM	872540109	26,437	236,000	SH		SOLE		236,000	0	0
TOLL BROTHERS INC	COM	889478103	23,526	712,250	SH		SOLE		712,250	0	0
TOOTSIE ROLL INDS INC	COM	890516107	2,764	94,493	SH		SOLE		94,493	0	0
TOTAL SYS SVCS INC	COM	891906109	5,500	55,700	SH		SOLE		55,700	0	0
TPG SPECIALTY LENDING INC	COM	87265K102	87,677	4,300,000	SH		SOLE		4,300,000	0	0
TRANSDIGM GROUP INC	COM	893641100	1,862	5,000	SH		SOLE		5,000	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	1,614	115,700	SH		SOLE		115,700	0	0
TRAVELCENTERS AMER LLC	COM	894174101	7,239	1,270,000	SH		SOLE		1,270,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	20,312	156,595	SH		SOLE		156,595	0	0
TRINITY MERGER CORP	UNIT 05/11/2025	89653L205	1,025	100,000	SH		SOLE		100,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	20,038	860,000	SH		SOLE		860,000	0	0
TRUPANION INC	COM	898202106	13,577	380,000	SH		SOLE		380,000	0	0
TUPPERWARE BRANDS CORP	COM	899896104	1,137	34,000	SH		SOLE		34,000	0	0
TUTOR PERINI CORP	COM	901109108	4,136	220,000	SH		SOLE		220,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	109,968	2,400,000	SH		SOLE		2,400,000	0	0
TWITTER INC	COM	90184L102	17,076	600,000	SH		SOLE		600,000	0	0
ULTA BEAUTY INC	COM	90384S303	10,015	35,500	SH		SOLE		35,500	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	18,825	1,500,000	SH		SOLE		1,500,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	718	9,400	SH		SOLE		9,400	0	0
UMH PPTYS INC	COM	903002103	6,193	396,000	SH		SOLE		396,000	0	0
UNDER ARMOUR INC	CL C	904311206	19,460	1,000,000	SH		SOLE		1,000,000	0	0
UNION PAC CORP	COM	907818108	21,982	135,000	SH		SOLE		135,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	2,672	30,000	SH		SOLE		30,000	0	0
UNITED MICROELECTRONICS CORP	SPON ADR NEW	910873405	1,684	652,853	SH		SOLE		652,853	0	0
UNITED NAT FOODS INC	COM	911163103	3,295	110,000	SH		SOLE		110,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	70,634	605,000	SH		SOLE		605,000	0	0
UNITED RENTALS INC	COM	911363109	53,497	327,000	SH		SOLE		327,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	16,078	115,000	SH		SOLE		115,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	150,267	564,828	SH		SOLE		564,828	0	0
UNITI GROUP INC	COM	91325V108	16,060	797,000	SH		SOLE		797,000	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	9,456	80,200	SH		SOLE		80,200	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	9,588	75,000	SH		SOLE		75,000	0	0
US BANCORP DEL	COM NEW	902973304	49,096	929,671	SH		SOLE		929,671	0	0
VALE S A	ADR	91912E105	15,879	1,070,029	SH		SOLE		1,070,029	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	27,198	239,100	SH		SOLE		239,100	0	0
VANECK VECTORS ETF TR	RUSSIA ETF	92189F403	6,313	292,800	SH		SOLE		292,800	0	0
VANECK VECTORS ETF TR	INDIA SMALL CAP	92189F767	1,967	49,112	SH		SOLE		49,112	0	0
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	96,816	1,200,000	SH		SOLE		1,200,000	0	0
VECTREN CORP	COM	92240G101	1,430	20,000	SH		SOLE		20,000	0	0
VENTAS INC	COM	92276F100	13,824	254,200	SH		SOLE		254,200	0	0
VEREIT INC	COM	92339V100	6,164	849,000	SH		SOLE		849,000	0	0
VERISIGN INC	COM	92343E102	4,996	31,200	SH		SOLE		31,200	0	0
VERISK ANALYTICS INC	COM	92345Y106	8,125	67,400	SH		SOLE		67,400	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	189,079	3,541,468	SH		SOLE		3,541,468	0	0
VERSUM MATLS INC	COM	92532W103	2,251	62,500	SH		SOLE		62,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	44,330	230,000	SH		SOLE		230,000	0	0
VIACOM INC NEW	CL B	92553P201	61,443	1,820,000	SH		SOLE		1,820,000	0	0
VIPSHOP HLDGS LTD	SPONSORED ADR	92763W103	1,480	237,103	SH		SOLE		237,103	0	0
VISA INC	COM CL A	92826C839	324,570	2,162,500	SH		SOLE		2,162,500	0	0
VISTRA ENERGY CORP	COM	92840M102	5,292	212,700	SH		SOLE		212,700	0	0
VORNADO RLTY TR	SH BEN INT	929042109	16,089	220,400	SH		SOLE		220,400	0	0
VOYA FINL INC	COM	929089100	17,385	350,000	SH		SOLE		350,000	0	0
W R BERKLEY CORPORATION	COM	084423102	5,827	72,905	SH		SOLE		72,905	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	29,291	401,800	SH		SOLE		401,800	0	0
WALMART INC	COM	931142103	124,806	1,329,000	SH		SOLE		1,329,000	0	0
WASHINGTON PRIME GROUP NEW	COM	93964W108	329	45,050	SH		SOLE		45,050	0	0
WASTE MGMT INC DEL	COM	94106L109	7,229	80,000	SH		SOLE		80,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	34,030	410,000	SH		SOLE		410,000	0	0
WAYFAIR INC	CL A	94419L101	5,833	39,500	SH		SOLE		39,500	0	0
WEC ENERGY GROUP INC	COM	92939U106	7,277	109,000	SH		SOLE		109,000	0	0
WEIBO CORP	SPONSORED ADR	948596101	2,078	28,417	SH		SOLE		28,417	0	0
WELLS FARGO CO NEW	COM	949746101	226,266	4,304,900	SH		SOLE		4,304,900	0	0
WELLTOWER INC	COM	95040Q104	18,653	290,000	SH		SOLE		290,000	0	0
WERNER ENTERPRISES INC	COM	950755108	6,010	170,000	SH		SOLE		170,000	0	0
WESTERN DIGITAL CORP	COM	958102105	80,785	1,380,000	SH		SOLE		1,380,000	0	0
WESTERN GAS EQUITY PARTNERS	COMUNT LTD PT	95825R103	2,093	69,900	SH		SOLE		69,900	0	0
WESTERN GAS PARTNERS LP	COM UNIT LP IN	958254104	9,697	222,000	SH		SOLE		222,000	0	0
WESTROCK CO	COM	96145D105	28,590	535,000	SH		SOLE		535,000	0	0
WEX INC	COM	96208T104	6,725	33,500	SH		SOLE		33,500	0	0
WEYERHAEUSER CO	COM	962166104	7,261	225,000	SH		SOLE		225,000	0	0
WHIRLPOOL CORP	COM	963320106	11,252	94,750	SH		SOLE		94,750	0	0
WIDEOPENWEST INC	COM	96758W101	6,726	600,000	SH		SOLE		600,000	0	0
WILLIAMS COS INC DEL	COM	969457100	46,209	1,699,459	SH		SOLE		1,699,459	0	0
WIX COM LTD	SHS	M98068105	1,545	12,907	SH		SOLE		12,907	0	0
WNS HOLDINGS LTD	SPON ADR	92932M101	2,812	55,407	SH		SOLE		55,407	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	17,411	180,000	SH		SOLE		180,000	0	0
WORLDPAY INC	CL A	981558109	8,223	81,200	SH		SOLE		81,200	0	0
WPX ENERGY INC	COM	98212B103	6,275	311,900	SH		SOLE		311,900	0	0
WYNDHAM DESTINATIONS INC	COM	98310W108	1,301	30,000	SH		SOLE		30,000	0	0
WYNDHAM HOTELS & RESORTS INC	COM	98311A105	3,376	60,750	SH		SOLE		60,750	0	0
XCEL BRANDS INC	COM NEW	98400M101	1,291	549,419	SH		SOLE		549,419	0	0
XCEL ENERGY INC	COM	98389B100	10,740	227,500	SH		SOLE		227,500	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	2,047	155,100	SH		SOLE		155,100	0	0
XEROX CORP	COM NEW	984121608	22,933	850,000	SH		SOLE		850,000	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	5,826	377,100	SH		SOLE		377,100	0	0
YUM BRANDS INC	COM	988498101	10,273	113,000	SH		SOLE		113,000	0	0
YUM CHINA HLDGS INC	COM	98850P109	8,262	235,321	SH		SOLE		235,321	0	0
YY INC	ADS REPCOM CLA	98426T106	2,848	38,010	SH		SOLE		38,010	0	0
ZAYO GROUP HLDGS INC	COM	98919V105	4,861	140,000	SH		SOLE		140,000	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	41,597	316,397	SH		SOLE		316,397	0	0
ZOETIS INC	CL A	98978V103	80,411	878,234	SH		SOLE		878,234	0	0
ZYNGA INC	CL A	98986T108	5,170	1,289,300	SH		SOLE		1,289,300	0	0