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

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

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

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
3M CO	COM	88579Y101	76,270	440,000	SH		SOLE		440,000	0	0
51JOB INC	SPONSORED ADS	316827104	5,741	76,035	SH		SOLE		76,035	0	0
58 COM INC	SPON ADR REP A	31680Q104	3,160	50,829	SH		SOLE		50,829	0	0
ABBOTT LABS	COM	002824100	126,150	1,500,000	SH		SOLE		1,500,000	0	0
ABBVIE INC	COM	00287Y109	95,263	1,310,000	SH		SOLE		1,310,000	0	0
ABM INDS INC	COM	000957100	1,600	40,000	SH		SOLE		40,000	0	0
AC IMMUNE SA	SHS	H00263105	294	52,961	SH		SOLE		52,961	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	34,950	1,000,000	SH		SOLE		1,000,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	13,282	485,250	SH		SOLE		485,250	0	0
ACCELERON PHARMA INC	COM	00434H108	3,615	88,000	SH		SOLE		88,000	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	42,460	229,800	SH		SOLE		229,800	0	0
ACCO BRANDS CORP	COM	00081T108	1,668	212,000	SH		SOLE		212,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	690	90,000	SH		SOLE		90,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	40,120	850,000	SH		SOLE		850,000	0	0
ADAMAS PHARMACEUTICALS INC	COM	00548A106	580	93,500	SH		SOLE		93,500	0	0
ADAMIS PHARMACEUTICALS CORP	COM NEW	00547W208	38	29,338	SH		SOLE		29,338	0	0
ADOBE INC	COM	00724F101	53,037	180,000	SH		SOLE		180,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	6,782	44,000	SH		SOLE		44,000	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	18,222	600,000	SH		SOLE		600,000	0	0
AECOM	COM	00766T100	52,990	1,400,000	SH		SOLE		1,400,000	0	0
AERCAP HOLDINGS NV	SHS	N00985106	2,575	49,516	SH		SOLE		49,516	0	0
AES CORP	COM	00130H105	3,352	200,000	SH		SOLE		200,000	0	0
AFFILIATED MANAGERS GROUP IN	COM	008252108	21,376	232,000	SH		SOLE		232,000	0	0
AFFIMED N V	COM	N01045108	29	10,124	SH		SOLE		10,124	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	12,321	165,000	SH		SOLE		165,000	0	0
AGREE REALTY CORP	COM	008492100	30,792	480,750	SH		SOLE		480,750	0	0
AIR PRODS & CHEMS INC	COM	009158106	39,615	175,000	SH		SOLE		175,000	0	0
AK STL HLDG CORP	COM	001547108	35,787	15,100,000	SH		SOLE		15,100,000	0	0
ALASKA AIR GROUP INC	COM	011659109	40,902	640,000	SH		SOLE		640,000	0	0
ALBEMARLE CORP	COM	012653101	42,246	600,000	SH		SOLE		600,000	0	0
ALCOA CORP	COM	013872106	12,876	550,000	SH		SOLE		550,000	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	924	40,000	SH		SOLE		40,000	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	29,988	212,550	SH		SOLE		212,550	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	34,710	265,000	SH		SOLE		265,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	207,574	1,224,986	SH		SOLE		1,224,986	0	0
ALIGN TECHNOLOGY INC	COM	016255101	5,474	20,000	SH		SOLE		20,000	0	0
ALKERMES PLC	SHS	G01767105	4,283	190,000	SH		SOLE		190,000	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	630	25,000	SH		SOLE		25,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	2,211	20,000	SH		SOLE		20,000	0	0
ALLERGAN PLC	SHS	G0177J108	90,412	540,000	SH		SOLE		540,000	0	0
ALLIANT ENERGY CORP	COM	018802108	3,436	70,000	SH		SOLE		70,000	0	0
ALLOT LTD	SHS	M0854Q105	74	10,282	SH		SOLE		10,282	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	814	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	17,287	170,000	SH		SOLE		170,000	0	0
ALNYLAM PHARMACEUTICALS INC	COM	02043Q107	5,805	80,000	SH		SOLE		80,000	0	0
ALPHABET INC	CAP STK CL C	02079K107	662,598	613,000	SH		SOLE		613,000	0	0
ALPHABET INC	CAP STK CL A	02079K305	2,166	2,000	SH		SOLE		2,000	0	0
ALTABA INC	COM	021346101	19,424	280,000	SH		SOLE		280,000	0	0
ALTAIR ENGR INC	COM CL A	021369103	2,423	60,000	SH		SOLE		60,000	0	0
ALTRIA GROUP INC	COM	02209S103	108,905	2,300,000	SH		SOLE		2,300,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	661	66,167	SH		SOLE		66,167	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	8,241	425,000	SH		SOLE		425,000	0	0
AMAZON COM INC	COM	023135106	967,645	511,000	SH		SOLE		511,000	0	0
AMBEV SA	SPONSORED ADR	02319V103	18,015	3,857,733	SH		SOLE		3,857,733	0	0
AMC ENTMT HLDGS INC	CL A COM	00165C104	2,426	260,000	SH		SOLE		260,000	0	0
AMEREN CORP	COM	023608102	6,685	89,000	SH		SOLE		89,000	0	0
AMERESCO INC	CL A	02361E108	1,841	125,000	SH		SOLE		125,000	0	0
AMERICA MOVIL SAB DE CV	SPON ADR L SHS	02364W105	19,165	1,316,320	SH		SOLE		1,316,320	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	18,262	560,000	SH		SOLE		560,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	22,735	482,500	SH		SOLE		482,500	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	2,169	170,000	SH		SOLE		170,000	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	12,048	261,001	SH		SOLE		261,001	0	0
AMERICAN EAGLE OUTFITTERS IN	COM	02553E106	2,535	150,000	SH		SOLE		150,000	0	0
AMERICAN ELEC PWR CO INC	COM	025537101	61,607	700,000	SH		SOLE		700,000	0	0
AMERICAN EQTY INVT LIFE HLD	COM	025676206	543	20,000	SH		SOLE		20,000	0	0
AMERICAN EXPRESS CO	COM	025816109	43,204	350,000	SH		SOLE		350,000	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	4,892	201,250	SH		SOLE		201,250	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	32,607	612,000	SH		SOLE		612,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	84,234	412,000	SH		SOLE		412,000	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	1,740	15,000	SH		SOLE		15,000	0	0
AMERICOLD RLTY TR	COM	03064D108	10,829	334,000	SH		SOLE		334,000	0	0
AMERIPRISE FINL INC	COM	03076C106	67,790	467,000	SH		SOLE		467,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	17,052	200,000	SH		SOLE		200,000	0	0
AMGEN INC	COM	031162100	55,284	300,000	SH		SOLE		300,000	0	0
ANADARKO PETE CORP	COM	032511107	77,616	1,100,000	SH	��	SOLE		1,100,000	0	0
ANALOG DEVICES INC	COM	032654105	13,544	120,000	SH		SOLE		120,000	0	0
ANAPTYSBIO INC	COM	032724106	3,103	55,000	SH		SOLE		55,000	0	0
ANDEAVOR LOGISTICS LP	COM UNIT LP INT	03350F106	9,286	255,600	SH		SOLE		255,600	0	0
ANGIODYNAMICS INC	COM	03475V101	1,280	65,000	SH		SOLE		65,000	0	0
ANSYS INC	COM	03662Q105	7,578	37,000	SH		SOLE		37,000	0	0
ANTERO MIDSTREAM CORP	COM	03676B102	3,118	272,051	SH		SOLE		272,051	0	0
ANTERO RES CORP	COM	03674X106	2,561	463,200	SH		SOLE		463,200	0	0
ANTHEM INC	COM	036752103	14,111	50,000	SH		SOLE		50,000	0	0
AON PLC	SHS CL A	G0408V102	40,526	210,000	SH		SOLE		210,000	0	0
APACHE CORP	COM	037411105	40,558	1,400,000	SH		SOLE		1,400,000	0	0
APARTMENT INVT & MGMT CO	CL A	03748R754	13,013	259,632	SH		SOLE		259,632	0	0
APPLE INC	COM	037833100	748,138	3,780,000	SH		SOLE		3,780,000	0	0
APPLIED MATLS INC	COM	038222105	42,665	950,000	SH		SOLE		950,000	0	0
APTIV PLC	SHS	G6095L109	12,286	152,000	SH		SOLE		152,000	0	0
AQUA AMERICA INC	COM	03836W103	3,723	90,000	SH		SOLE		90,000	0	0
ARAMARK	COM	03852U106	15,145	420,000	SH		SOLE		420,000	0	0
ARBOR RLTY TR INC	COM	038923108	2,909	240,000	SH		SOLE		240,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	16,686	450,000	SH		SOLE		450,000	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	7,590	186,026	SH		SOLE		186,026	0	0
ARCONIC INC	COM	03965L100	64,550	2,500,000	SH		SOLE		2,500,000	0	0
ARQULE INC	COM	04269E107	1,123	102,000	SH		SOLE		102,000	0	0
ASE TECHNOLOGY HOLDING CO LT	SPONSORED ADS	00215W100	6,817	1,725,764	SH		SOLE		1,725,764	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	446	150,000	SH		SOLE		150,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	3,791	30,500	SH		SOLE		30,500	0	0
ASTEC INDS INC	COM	046224101	45,258	1,390,000	SH		SOLE		1,390,000	0	0
AT&T INC	COM	00206R102	506,001	15,100,000	SH		SOLE		15,100,000	0	0
ATLANTICA YIELD PLC	SHS	G0751N103	585	25,800	SH		SOLE		25,800	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	49,997	1,120,000	SH		SOLE		1,120,000	0	0
ATMOS ENERGY CORP	COM	049560105	2,639	25,000	SH		SOLE		25,000	0	0
AU OPTRONICS CORP	SPONSORED ADR	002255107	1,390	469,740	SH		SOLE		469,740	0	0
AUDIOCODES LTD	ORD	M15342104	491	31,736	SH		SOLE		31,736	0	0
AUTODESK INC	COM	052769106	52,128	320,000	SH		SOLE		320,000	0	0
AUTOHOME INC	SP ADR RP CL A	05278C107	2,788	32,563	SH		SOLE		32,563	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	36,306	219,600	SH		SOLE		219,600	0	0
AVADEL PHARMACEUTICALS PLC	SPONSORED ADR	05337M104	36	12,455	SH		SOLE		12,455	0	0
AVALARA INC	COM	05338G106	3,610	50,000	SH		SOLE		50,000	0	0
AVALONBAY CMNTYS INC	COM	053484101	25,296	124,500	SH		SOLE		124,500	0	0
AVANOS MED INC	COM	05350V106	807	18,500	SH		SOLE		18,500	0	0
AVERY DENNISON CORP	COM	053611109	9,254	80,000	SH		SOLE		80,000	0	0
AVON PRODS INC	COM	054303102	10,088	2,600,000	SH		SOLE		2,600,000	0	0
AXALTA COATING SYS LTD	COM	G0750C108	1,935	65,000	SH		SOLE		65,000	0	0
AZUL S A	SPONSR ADR PFD	05501U106	1,184	35,395	SH		SOLE		35,395	0	0
BAIDU INC	SPON ADR REP A	056752108	39,866	339,686	SH		SOLE		339,686	0	0
BAKER HUGHES A GE CO	CL A	05722G100	32,019	1,300,000	SH		SOLE		1,300,000	0	0
BALL CORP	COM	058498106	10,499	150,000	SH		SOLE		150,000	0	0
BALLANTYNE STRONG INC	COM	058516105	1,111	344,000	SH		SOLE		344,000	0	0
BANCO BRADESCO S A	SP ADR PFD NEW	059460303	5,359	545,740	SH		SOLE		545,740	0	0
BANCO MACRO SA	SPON ADR B	05961W105	1,946	26,710	SH		SOLE		26,710	0	0
BANCO SANTANDER CHILE NEW	SP ADR REP COM	05965X109	10,184	340,347	SH		SOLE		340,347	0	0
BANCOLOMBIA S A	SPON ADR PREF	05968L102	6,267	122,797	SH		SOLE		122,797	0	0
BANK AMER CORP	COM	060505104	377,000	13,000,000	SH		SOLE		13,000,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	26,453	599,167	SH		SOLE		599,167	0	0
BAOZUN INC	SPONSORED ADR	06684L103	3,477	69,727	SH		SOLE		69,727	0	0
BARINGS BDC INC	COM	06759L103	2,439	247,902	SH		SOLE		247,902	0	0
BAXTER INTL INC	COM	071813109	45,045	550,000	SH		SOLE		550,000	0	0
BB&T CORP	COM	054937107	13,756	280,000	SH		SOLE		280,000	0	0
BBVA BANCO FRANCES S A	SPONSORED ADR	07329M100	471	41,599	SH		SOLE		41,599	0	0
BCE INC	PUT	05534B950	2,852	62,542	SH		SOLE		62,542	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	902	280,000	SH		SOLE		280,000	0	0
BECTON DICKINSON & CO	COM	075887109	35,281	140,000	SH		SOLE		140,000	0	0
BED BATH & BEYOND INC	COM	075896100	2,324	200,000	SH		SOLE		200,000	0	0
BEL FUSE INC	CL B	077347300	1,459	85,000	SH		SOLE		85,000	0	0
BERKLEY W R CORP	COM	084423102	6,593	100,000	SH		SOLE		100,000	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	30,243	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	311,228	1,460,000	SH		SOLE		1,460,000	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	9,203	175,000	SH		SOLE		175,000	0	0
BIOGEN INC	COM	09062X103	53,790	230,000	SH		SOLE		230,000	0	0
BIOHAVEN PHARMACTL HLDG CO L	COM	G11196105	3,503	80,000	SH		SOLE		80,000	0	0
BLACK HILLS CORP	COM	092113109	1,251	16,000	SH		SOLE		16,000	0	0
BLACKROCK INC	COM	09247X101	45,522	97,000	SH		SOLE		97,000	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	17,768	400,000	SH		SOLE		400,000	0	0
BLUEROCK RESIDENTIAL GRW REI	COM CL A	09627J102	1,293	110,000	SH		SOLE		110,000	0	0
BMC STK HLDGS INC	COM	05591B109	636	30,000	SH		SOLE		30,000	0	0
BOEING CO	COM	097023105	145,604	400,000	SH		SOLE		400,000	0	0
BOINGO WIRELESS INC	COM	09739C102	6,829	380,000	SH		SOLE		380,000	0	0
BOOKING HLDGS INC	COM	09857L108	54,367	29,000	SH		SOLE		29,000	0	0
BORGWARNER INC	COM	099724106	2,519	60,000	SH		SOLE		60,000	0	0
BOSTON PROPERTIES INC	COM	101121101	16,357	126,800	SH		SOLE		126,800	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	21,490	500,000	SH		SOLE		500,000	0	0
BP MIDSTREAM PARTNERS LP	UNIT LTD PTNR	0556EL109	3,483	225,000	SH		SOLE		225,000	0	0
BRAEMAR HOTELS & RESORTS INC	COM	10482B101	3,970	401,000	SH		SOLE		401,000	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	5,091	355,500	SH		SOLE		355,500	0	0
BRIGHTCOVE INC	COM	10921T101	1,033	100,000	SH		SOLE		100,000	0	0
BRIGHTHOUSE FINL INC	COM	10922N103	30,970	844,090	SH		SOLE		844,090	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	95,235	2,100,000	SH		SOLE		2,100,000	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	1,430	80,000	SH		SOLE		80,000	0	0
BROADCOM INC	COM	11135F101	80,601	280,000	SH		SOLE		280,000	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	4,509	94,369	SH		SOLE		94,369	0	0
BROOKFIELD PROPERTY PARTRS L	UNIT LTD PARTN	G16249107	4,733	250,000	SH		SOLE		250,000	0	0
BROOKFIELD PROPERTY REIT INC	CL A	11282X103	6,282	332,600	SH		SOLE		332,600	0	0
BRT APARTMENTS CORP	COM	055645303	1,540	109,000	SH		SOLE		109,000	0	0
BSQUARE CORP	COM NEW	11776U300	174	150,000	SH		SOLE		150,000	0	0
BUCKEYE PARTNERS L P	UNIT LTD PARTN	118230101	14,667	357,300	SH		SOLE		357,300	0	0
BURLINGTON STORES INC	COM	122017106	17,015	100,000	SH		SOLE		100,000	0	0
BWX TECHNOLOGIES INC	COM	05605H100	3,126	60,000	SH		SOLE		60,000	0	0
CABOT CORP	COM	127055101	954	20,000	SH		SOLE		20,000	0	0
CABOT OIL & GAS CORP	COM	127097103	6,544	285,000	SH		SOLE		285,000	0	0
CACTUS INC	CL A	127203107	7,286	220,000	SH		SOLE		220,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	12,193	172,200	SH		SOLE		172,200	0	0
CALAVO GROWERS INC	COM	128246105	13,060	135,000	SH		SOLE		135,000	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	1,266	25,000	SH		SOLE		25,000	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	4,437	42,500	SH		SOLE		42,500	0	0
CAMTEK LTD	ORD	M20791105	197	23,278	SH		SOLE		23,278	0	0
CANADA GOOSE HOLDINGS INC	SHS SUB VTG	135086106	1,517	39,171	SH		SOLE		39,171	0	0
CANTEL MEDICAL CORP	COM	138098108	21,370	265,000	SH		SOLE		265,000	0	0
CAPITAL ONE FINL CORP	COM	14040H105	41,740	460,000	SH		SOLE		460,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	855	170,000	SH		SOLE		170,000	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	19,768	570,000	SH		SOLE		570,000	0	0
CARBON BLACK INC	COM	14081R103	167	10,000	SH		SOLE		10,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	7,065	150,000	SH		SOLE		150,000	0	0
CARDIOVASCULAR SYS INC DEL	COM	141619106	644	15,000	SH		SOLE		15,000	0	0
CARLISLE COS INC	COM	142339100	26,678	190,000	SH		SOLE		190,000	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	44,223	950,000	SH		SOLE		950,000	0	0
CARTERS INC	COM	146229109	2,926	30,000	SH		SOLE		30,000	0	0
CATERPILLAR INC DEL	COM	149123101	65,419	480,000	SH		SOLE		480,000	0	0
CBOE GLOBAL MARKETS INC	COM	12503M108	1,969	19,000	SH		SOLE		19,000	0	0
CBRE GROUP INC	CL A	12504L109	6,336	123,500	SH		SOLE		123,500	0	0
CBS CORP NEW	CL B	124857202	93,313	1,870,000	SH		SOLE		1,870,000	0	0
CELCUITY INC	COM	15102K100	1,500	60,000	SH		SOLE		60,000	0	0
CELGENE CORP	COM	151020104	115,550	1,250,000	SH		SOLE		1,250,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM NEW	15117B202	85	31,666	SH		SOLE		31,666	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	875	206,275	SH		SOLE		206,275	0	0
CENTENE CORP DEL	COM	15135B101	78,660	1,500,000	SH		SOLE		1,500,000	0	0
CENTERPOINT ENERGY INC	COM	15189T107	5,468	191,000	SH		SOLE		191,000	0	0
CENTURY CMNTYS INC	COM	156504300	1,056	39,745	SH		SOLE		39,745	0	0
CERAGON NETWORKS LTD	ORD	M22013102	267	91,077	SH		SOLE		91,077	0	0
CERIDIAN HCM HLDG INC	COM	15677J108	1,506	30,000	SH		SOLE		30,000	0	0
CERNER CORP	COM	156782104	13,927	190,000	SH		SOLE		190,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	4,967	35,000	SH		SOLE		35,000	0	0
CHECK POINT SOFTWARE TECH LT	ORD	M22465104	7,642	66,100	SH		SOLE		66,100	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	46,546	680,000	SH		SOLE		680,000	0	0
CHENIERE ENERGY PARTNERS LP	COM UNIT	16411Q101	8,335	197,600	SH		SOLE		197,600	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	9,165	4,700,000	SH		SOLE		4,700,000	0	0
CHESAPEAKE ENERGY CORP	NOTE 5.500% 9/1	165167CY1	60	75,000	SH		SOLE		75,000	0	0
CHESAPEAKE UTILS CORP	COM	165303108	2,471	26,000	SH		SOLE		26,000	0	0
CHEVRON CORP NEW	COM	166764100	176,705	1,420,000	SH		SOLE		1,420,000	0	0
CHILDRENS PL INC	COM	168905107	2,861	30,000	SH		SOLE		30,000	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	13,515	298,413	SH		SOLE		298,413	0	0
CHUBB LIMITED	COM	H1467J104	41,700	283,114	SH		SOLE		283,114	0	0
CHUNGHWA TELECOM CO LTD	SPON ADR NEW11	17133Q502	5,813	159,097	SH		SOLE		159,097	0	0
CHURCH & DWIGHT INC	COM	171340102	29,224	400,000	SH		SOLE		400,000	0	0
CIENA CORP	COM NEW	171779309	39,074	950,000	SH		SOLE		950,000	0	0
CIGNA CORP NEW	COM	125523100	85,077	540,000	SH		SOLE		540,000	0	0
CIMAREX ENERGY CO	COM	171798101	1,792	30,200	SH		SOLE		30,200	0	0
CINEMARK HOLDINGS INC	COM	17243V102	10,108	280,000	SH		SOLE		280,000	0	0
CISCO SYS INC	COM	17275R102	207,974	3,800,000	SH		SOLE		3,800,000	0	0
CITIGROUP INC	COM NEW	172967424	196,084	2,800,000	SH		SOLE		2,800,000	0	0
CITIZENS FINL GROUP INC	COM	174610105	27,581	780,000	SH		SOLE		780,000	0	0
CITRIX SYS INC	COM	177376100	21,591	220,000	SH		SOLE		220,000	0	0
CITY OFFICE REIT INC	COM	178587101	3,693	308,000	SH		SOLE		308,000	0	0
CLIPPER RLTY INC	COM	18885T306	2,521	225,500	SH		SOLE		225,500	0	0
CLOROX CO DEL	COM	189054109	7,196	47,000	SH		SOLE		47,000	0	0
CLOUDERA INC	COM	18914U100	5,102	970,000	SH		SOLE		970,000	0	0
CLOVIS ONCOLOGY INC	COM	189464100	4,312	290,000	SH		SOLE		290,000	0	0
CME GROUP INC	COM	12572Q105	34,940	180,000	SH		SOLE		180,000	0	0
CMS ENERGY CORP	COM	125896100	13,812	238,500	SH		SOLE		238,500	0	0
CNX RESOURCES CORPORATION	COM	12653C108	731	100,000	SH		SOLE		100,000	0	0
COCA COLA CO	COM	191216100	91,656	1,800,000	SH		SOLE		1,800,000	0	0
COCA COLA EUROPEAN PARTNERS	SHS	G25839104	8,520	150,803	SH		SOLE		150,803	0	0
COCA COLA FEMSA S A B DE C V	SPONSORD ADR REP	191241108	385	6,200	SH		SOLE		6,200	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	21,370	360,000	SH		SOLE		360,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	1,902	30,000	SH		SOLE		30,000	0	0
COHERENT INC	COM	192479103	40,911	300,000	SH		SOLE		300,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	48,736	680,000	SH		SOLE		680,000	0	0
COLONY CAP INC NEW	CL A COM	19626G108	3,629	725,885	SH		SOLE		725,885	0	0
COLUMBIA PPTY TR INC	COM NEW	198287203	591	28,500	SH		SOLE		28,500	0	0
COMCAST CORP NEW	CL A	20030N101	156,436	3,700,000	SH		SOLE		3,700,000	0	0
COMERICA INC	COM	200340107	2,688	37,000	SH		SOLE		37,000	0	0
COMMSCOPE HLDG CO INC	COM	20337X109	9,438	600,000	SH		SOLE		600,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	718	268,743	SH		SOLE		268,743	0	0
COMMUNITY HEALTHCARE TR INC	COM	20369C106	11,172	283,500	SH		SOLE		283,500	0	0
COMMVAULT SYSTEMS INC	COM	204166102	12,901	260,000	SH		SOLE		260,000	0	0
COMPANIA DE MINAS BUENAVENTU	SPONSORED ADR	204448104	3,256	195,320	SH		SOLE		195,320	0	0
COMSCORE INC	COM	20564W105	9,804	1,900,000	SH		SOLE		1,900,000	0	0
CONAGRA BRANDS INC	COM	205887102	80,886	3,050,000	SH		SOLE		3,050,000	0	0
CONCERT PHARMACEUTICALS INC	COM	206022105	480	40,000	SH		SOLE		40,000	0	0
CONOCOPHILLIPS	COM	20825C104	76,250	1,250,000	SH		SOLE		1,250,000	0	0
CONSOLIDATED EDISON INC	COM	209115104	5,085	58,000	SH		SOLE		58,000	0	0
CONSOLIDATED WATER CO INC	ORD	G23773107	1,283	90,000	SH		SOLE		90,000	0	0
CONTROL4 CORP	COM	21240D107	8,313	350,000	SH		SOLE		350,000	0	0
CORNING INC	COM	219350105	14,296	430,200	SH		SOLE		430,200	0	0
CORTEVA INC	COM	22052L104	19,713	666,666	SH		SOLE		666,666	0	0
COSTCO WHSL CORP NEW	COM	22160K105	63,422	240,000	SH		SOLE		240,000	0	0
COUPA SOFTWARE INC	COM	22266L106	3,165	25,000	SH		SOLE		25,000	0	0
COUSINS PPTYS INC	COM NEW	222795502	6,395	176,807	SH		SOLE		176,807	0	0
COVETRUS INC	COM	22304C100	11,252	460,000	SH		SOLE		460,000	0	0
CRAY INC	COM NEW	225223304	54,619	1,568,607	SH		SOLE		1,568,607	0	0
CREDICORP LTD	COM	G2519Y108	28,383	123,992	SH		SOLE		123,992	0	0
CRESTWOOD EQUITY PARTNERS LP	UNIT LTD PARTNER	226344208	5,788	161,800	SH		SOLE		161,800	0	0
CRITEO S A	SPONS ADS	226718104	246	14,275	SH		SOLE		14,275	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	96,459	740,000	SH		SOLE		740,000	0	0
CROWN HOLDINGS INC	COM	228368106	10,082	165,000	SH		SOLE		165,000	0	0
CTRIP COM INTL LTD	SPONSORED ADS	22943F100	8,712	236,025	SH		SOLE		236,025	0	0
CUBESMART	COM	229663109	15,391	460,250	SH		SOLE		460,250	0	0
CUBIC CORP	COM	229669106	76,086	1,180,000	SH		SOLE		1,180,000	0	0
CUMMINS INC	COM	231021106	13,707	80,000	SH		SOLE		80,000	0	0
CUSHMAN WAKEFIELD PLC	SHS	G2717B108	2,669	149,250	SH		SOLE		149,250	0	0
CVS HEALTH CORP	COM	126650100	63,208	1,160,000	SH		SOLE		1,160,000	0	0
CYBERARK SOFTWARE LTD	SHS	M2682V108	6,134	47,980	SH		SOLE		47,980	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	25,576	1,150,000	SH		SOLE		1,150,000	0	0
CYRUSONE INC	COM	23283R100	16,120	279,300	SH		SOLE		279,300	0	0
D R HORTON INC	COM	23331A109	1,725	40,000	SH		SOLE		40,000	0	0
DANA INCORPORATED	COM	235825205	1,595	80,000	SH		SOLE		80,000	0	0
DANAHER CORPORATION	COM	235851102	38,588	270,000	SH		SOLE		270,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	12,173	100,000	SH		SOLE		100,000	0	0
DASEKE INC	COM	23753F107	2,412	670,000	SH		SOLE		670,000	0	0
DCP MIDSTREAM LP	COM UT LTD PTN	23311P100	8,099	276,400	SH		SOLE		276,400	0	0
DEERE & CO	COM	244199105	44,742	270,000	SH		SOLE		270,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	69,235	1,220,000	SH		SOLE		1,220,000	0	0
DENBURY RES INC	COM NEW	247916208	6,407	5,167,209	SH		SOLE		5,167,209	0	0
DENTSPLY SIRONA INC	COM	24906P109	4,669	80,000	SH		SOLE		80,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	31,372	1,100,000	SH		SOLE		1,100,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	701	79,000	SH		SOLE		79,000	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	3,159	28,989	SH		SOLE		28,989	0	0
DIGI INTL INC	COM	253798102	1,839	145,000	SH		SOLE		145,000	0	0
DIGITAL RLTY TR INC	COM	253868103	22,351	189,750	SH		SOLE		189,750	0	0
DISCOVER FINL SVCS	COM	254709108	27,932	360,000	SH		SOLE		360,000	0	0
DISCOVERY INC	COM SER C	25470F302	14,794	520,000	SH		SOLE		520,000	0	0
DISH NETWORK CORP	CL A	25470M109	28,808	750,000	SH		SOLE		750,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	223,424	1,600,000	SH		SOLE		1,600,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	18,922	140,000	SH		SOLE		140,000	0	0
DOLLAR TREE INC	COM	256746108	51,547	480,000	SH		SOLE		480,000	0	0
DOMINION ENERGY INC	COM	25746U109	32,474	420,000	SH		SOLE		420,000	0	0
DOUGLAS EMMETT INC	COM	25960P109	7,041	176,750	SH		SOLE		176,750	0	0
DOVER MOTORSPORTS INC	COM	260174107	460	221,000	SH		SOLE		221,000	0	0
DOW INC	COM	260557103	29,586	600,000	SH		SOLE		600,000	0	0
DROPBOX INC	CL A	26210C104	20,541	820,000	SH		SOLE		820,000	0	0
DTE ENERGY CO	COM	233331107	7,033	55,000	SH		SOLE		55,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	21,707	246,000	SH		SOLE		246,000	0	0
DUKE REALTY CORP	COM NEW	264411505	948	30,000	SH		SOLE		30,000	0	0
DUNKIN BRANDS GROUP INC	COM	265504100	14,339	180,000	SH		SOLE		180,000	0	0
DUPONT DE NEMOURS INC	COM	26614N102	50,047	666,666	SH		SOLE		666,666	0	0
DXC TECHNOLOGY CO	COM	23355L106	15,968	289,542	SH		SOLE		289,542	0	0
EAST WEST BANCORP INC	COM	27579R104	4,677	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEMICAL CO	COM	277432100	389	5,000	SH		SOLE		5,000	0	0
EATON CORP PLC	SHS	G29183103	3,331	40,000	SH		SOLE		40,000	0	0
EBAY INC	COM	278642103	3,950	100,000	SH		SOLE		100,000	0	0
ECHOSTAR CORP	CL A	278768106	33,683	760,000	SH		SOLE		760,000	0	0
ECOLAB INC	COM	278865100	41,462	210,000	SH		SOLE		210,000	0	0
ECOPETROL S A	SPONSORED ADS	279158109	3,899	213,155	SH		SOLE		213,155	0	0
EDISON INTL	COM	281020107	11,123	165,000	SH		SOLE		165,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	16,331	88,400	SH		SOLE		88,400	0	0
EHEALTH INC	COM	28238P109	11,193	130,000	SH		SOLE		130,000	0	0
ELANCO ANIMAL HEALTH INC	COM	28414H103	8,112	240,000	SH		SOLE		240,000	0	0
EMERALD EXPOSITIONS EVENTS I	COM	29103B100	2,453	220,000	SH		SOLE		220,000	0	0
EMERSON ELEC CO	COM	291011104	6,338	95,000	SH		SOLE		95,000	0	0
EMMIS COMMUNICATIONS CORP	COM NEW CL A	291525400	1,781	375,000	SH		SOLE		375,000	0	0
ENABLE MIDSTREAM PARTNERS LP	COM UNIT RP IN	292480100	5,801	423,100	SH		SOLE		423,100	0	0
ENCANA CORP	COM	292505104	1,645	320,628	SH		SOLE		320,628	0	0
ENEL AMERICAS S A	SPONSORED ADR	29274F104	837	94,416	SH		SOLE		94,416	0	0
ENERGY TRANSFER LP	COM UT LTD PTN	29273V100	29,381	2,086,720	SH		SOLE		2,086,720	0	0
ENSCO ROWAN PLC	SHS CLASS A	G3166L100	891	104,400	SH		SOLE		104,400	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	4,327	746,038	SH		SOLE		746,038	0	0
ENTERGY CORP NEW	COM	29364G103	19,557	190,000	SH		SOLE		190,000	0	0
ENTERPRISE PRODS PARTNERS L	COM	293792107	39,465	1,367,000	SH		SOLE		1,367,000	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	6,583	2,110,000	SH		SOLE		2,110,000	0	0
EOG RES INC	COM	26875P101	25,107	269,500	SH		SOLE		269,500	0	0
EPR PPTYS	COM SH BEN INT	26884U109	80,166	1,074,750	SH		SOLE		1,074,750	0	0
EQM MIDSTREAM PARTNERS LP	UNIT LTD PARTN	26885B100	7,211	161,400	SH		SOLE		161,400	0	0
EQT CORP	COM	26884L109	3,162	200,000	SH		SOLE		200,000	0	0
EQUINIX INC	COM	29444U700	38,058	75,470	SH		SOLE		75,470	0	0
EQUITRANS MIDSTREAM CORPORAT	COM	294600101	1,577	80,000	SH		SOLE		80,000	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	5,203	160,000	SH		SOLE		160,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	9,464	78,000	SH		SOLE		78,000	0	0
EROS INTL PLC	SHS NEW	G3788M114	3,956	2,930,000	SH		SOLE		2,930,000	0	0
ESPERION THERAPEUTICS INC NE	COM	29664W105	1,715	36,875	SH		SOLE		36,875	0	0
ESSEX PPTY TR INC	COM	297178105	43,486	148,961	SH		SOLE		148,961	0	0
EVEREST RE GROUP LTD	COM	G3223R108	5,932	24,000	SH		SOLE		24,000	0	0
EVERGY INC	COM	30034W106	3,598	59,810	SH		SOLE		59,810	0	0
EVERSOURCE ENERGY	COM	30040W108	7,955	105,000	SH		SOLE		105,000	0	0
EVO PMTS INC	CL A COM	26927E104	946	30,000	SH		SOLE		30,000	0	0
EXELON CORP	COM	30161N101	27,326	570,000	SH		SOLE		570,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	18,679	176,050	SH		SOLE		176,050	0	0
EXTREME NETWORKS INC	COM	30226D106	8,088	1,250,000	SH		SOLE		1,250,000	0	0
EXXON MOBIL CORP	COM	30231G102	292,727	3,820,000	SH		SOLE		3,820,000	0	0
FACEBOOK INC	CL A	30303M102	499,870	2,590,000	SH		SOLE		2,590,000	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	13,881	107,800	SH		SOLE		107,800	0	0
FEDEX CORP	COM	31428X106	67,318	410,000	SH		SOLE		410,000	0	0
FIBROGEN INC	COM	31572Q808	797	17,648	SH		SOLE		17,648	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	11,053	90,100	SH		SOLE		90,100	0	0
FINISAR CORP	COM NEW	31787A507	22,870	1,000,000	SH		SOLE		1,000,000	0	0
FIRST DATA CORP NEW	COM CL A	32008D106	10,828	400,000	SH		SOLE		400,000	0	0
FIRST REP BK SAN FRANCISCO C	COM	33616C100	3,906	40,000	SH		SOLE		40,000	0	0
FIRSTENERGY CORP	COM	337932107	5,993	140,000	SH		SOLE		140,000	0	0
FIVE BELOW INC	COM	33829M101	19,203	160,000	SH		SOLE		160,000	0	0
FLEX LTD	ORD	Y2573F102	7,900	825,537	SH		SOLE		825,537	0	0
FLUOR CORP NEW	COM	343412102	10,781	320,000	SH		SOLE		320,000	0	0
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	344419106	23,235	240,154	SH		SOLE		240,154	0	0
FOOT LOCKER INC	COM	344849104	2,222	53,000	SH		SOLE		53,000	0	0
FORD MTR CO DEL	COM	345370860	13,299	1,300,000	SH		SOLE		1,300,000	0	0
FOX CORP	CL B COM	35137L204	18,265	500,000	SH		SOLE		500,000	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	34,830	3,000,000	SH		SOLE		3,000,000	0	0
FRESHPET INC	COM	358039105	12,288	270,000	SH		SOLE		270,000	0	0
GAMING & LEISURE PPTYS INC	COM	36467J108	3,118	80,000	SH		SOLE		80,000	0	0
GARRETT MOTION INC	COM	366505105	768	50,000	SH		SOLE		50,000	0	0
GARTNER INC	COM	366651107	7,532	46,800	SH		SOLE		46,800	0	0
GDS HLDGS LTD	SPONSORED ADS	36165L108	10,627	282,860	SH		SOLE		282,860	0	0
GENERAL DYNAMICS CORP	COM	369550108	49,091	270,000	SH		SOLE		270,000	0	0
GENERAL ELECTRIC CO	COM	369604103	84,000	8,000,000	SH		SOLE		8,000,000	0	0
GENERAL MLS INC	COM	370334104	6,302	120,000	SH		SOLE		120,000	0	0
GENERAL MTRS CO	COM	37045V100	61,648	1,600,000	SH		SOLE		1,600,000	0	0
GENESIS ENERGY L P	UNIT LTD PARTN	371927104	6,229	284,426	SH		SOLE		284,426	0	0
GENWORTH FINL INC	COM CL A	37247D106	4,452	1,200,000	SH		SOLE		1,200,000	0	0
GERON CORP	COM	374163103	712	505,000	SH		SOLE		505,000	0	0
G-III APPAREL GROUP LTD	COM	36237H101	5,296	180,000	SH		SOLE		180,000	0	0
GILEAD SCIENCES INC	COM	375558103	96,611	1,430,000	SH		SOLE		1,430,000	0	0
GLADSTONE LD CORP	COM	376549101	2,479	215,000	SH		SOLE		215,000	0	0
GLOBAL MED REIT INC	COM NEW	37954A204	7,163	682,143	SH		SOLE		682,143	0	0
GLOBAL PMTS INC	COM	37940X102	10,152	63,400	SH		SOLE		63,400	0	0
GLOBANT S A	COM	L44385109	4,282	42,376	SH		SOLE		42,376	0	0
GLU MOBILE INC	COM	379890106	4,308	600,000	SH		SOLE		600,000	0	0
GOLAR LNG PARTNERS LP	COM UNIT LPI	Y2745C102	1,298	114,900	SH		SOLE		114,900	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	83,886	410,000	SH		SOLE		410,000	0	0
GPO AEROPORTUARIO DEL PAC SA	SPON ADR B	400506101	607	5,816	SH		SOLE		5,816	0	0
GRANITE CONSTR INC	COM	387328107	11,563	240,000	SH		SOLE		240,000	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	699	50,000	SH		SOLE		50,000	0	0
GREEN PLAINS PARTNERS LP	COM REP PTR IN	393221106	4,017	286,895	SH		SOLE		286,895	0	0
GREENTREE HOSPITALTY GROUP L	SPONSORED ADS	39579V100	1,183	91,000	SH		SOLE		91,000	0	0
GREIF INC	CL B	397624206	2,183	50,000	SH		SOLE		50,000	0	0
GRUPO FINANCIERO GALICIA S A	SPONSORED ADR	399909100	2,240	63,101	SH		SOLE		63,101	0	0
GRUPO TELEVISA SA	SPON ADR REP ORD	40049J206	1,178	139,600	SH		SOLE		139,600	0	0
GSV CAP CORP	COM	36191J101	10,752	1,680,000	SH		SOLE		1,680,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	70,956	3,240,000	SH		SOLE		3,240,000	0	0
HALLIBURTON CO	COM	406216101	10,263	451,300	SH		SOLE		451,300	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	4,381	255,000	SH		SOLE		255,000	0	0
HANESBRANDS INC	COM	410345102	1,550	90,000	SH		SOLE		90,000	0	0
HARLEY DAVIDSON INC	COM	412822108	4,300	120,000	SH		SOLE		120,000	0	0
HARSCO CORP	COM	415864107	23,050	840,000	SH		SOLE		840,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	9,584	172,000	SH		SOLE		172,000	0	0
HASBRO INC	COM	418056107	16,909	160,000	SH		SOLE		160,000	0	0
HAWAIIAN ELEC INDUSTRIES	COM	419870100	14,807	340,000	SH		SOLE		340,000	0	0
HAWAIIAN HOLDINGS INC	COM	419879101	6,858	250,000	SH		SOLE		250,000	0	0
HCP INC	COM	40414L109	20,916	654,000	SH		SOLE		654,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	8,459	210,000	SH		SOLE		210,000	0	0
HDFC BANK LTD	SPONSORED ADS	40415F101	93,427	718,447	SH		SOLE		718,447	0	0
HEALTH INS INNOVATIONS INC	COM CL A	42225K106	14,515	560,000	SH		SOLE		560,000	0	0
HEALTHCARE TR AMER INC	CL A NEW	42225P501	8,305	302,800	SH		SOLE		302,800	0	0
HECLA MNG CO	COM	422704106	18,900	10,500,000	SH		SOLE		10,500,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	1,381	160,000	SH		SOLE		160,000	0	0
HELMERICH & PAYNE INC	COM	423452101	4,758	94,000	SH		SOLE		94,000	0	0
HENRY SCHEIN INC	COM	806407102	6,990	100,000	SH		SOLE		100,000	0	0
HESKA CORP	COM RESTRC NEW	42805E306	852	10,000	SH		SOLE		10,000	0	0
HESS CORP	COM	42809H107	6,357	100,000	SH		SOLE		100,000	0	0
HESS MIDSTREAM PARTNERS LP	UNIT LTD PR INT	428104103	7,287	373,700	SH		SOLE		373,700	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	22,425	1,500,000	SH		SOLE		1,500,000	0	0
HEXCEL CORP NEW	COM	428291108	4,044	50,000	SH		SOLE		50,000	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	493	15,500	SH		SOLE		15,500	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	27,696	283,366	SH		SOLE		283,366	0	0
HOLLYFRONTIER CORP	COM	436106108	20,363	440,000	SH		SOLE		440,000	0	0
HOLOGIC INC	COM	436440101	5,820	121,200	SH		SOLE		121,200	0	0
HOME DEPOT INC	COM	437076102	207,970	1,000,000	SH		SOLE		1,000,000	0	0
HONEYWELL INTL INC	COM	438516106	56,742	325,000	SH		SOLE		325,000	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	4,382	240,500	SH		SOLE		240,500	0	0
HOWARD HUGHES CORP	COM	44267D107	42,911	346,500	SH		SOLE		346,500	0	0
HP INC	COM	40434L105	24,399	1,173,600	SH		SOLE		1,173,600	0	0
HUAZHU GROUP LTD	SPONSORED ADS	44332N106	2,620	72,283	SH		SOLE		72,283	0	0
HUDSON LTD	COM CL A	G46408103	1,244	90,217	SH		SOLE		90,217	0	0
HUDSON PAC PPTYS INC	COM	444097109	16,352	491,500	SH		SOLE		491,500	0	0
HUMANA INC	COM	444859102	29,183	110,000	SH		SOLE		110,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	54,387	242,000	SH		SOLE		242,000	0	0
HUTCHISON CHINA MEDITECH LTD	SPONSORED ADR	44842L103	889	40,418	SH		SOLE		40,418	0	0
IAC INTERACTIVECORP	COM	44919P508	15,227	70,000	SH		SOLE		70,000	0	0
ICICI BK LTD	ADR	45104G104	13,806	1,096,616	SH		SOLE		1,096,616	0	0
IDACORP INC	COM	451107106	1,004	10,000	SH		SOLE		10,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	15,081	100,000	SH		SOLE		100,000	0	0
ILLUMINA INC	COM	452327109	84,675	230,000	SH		SOLE		230,000	0	0
INCYTE CORP	COM	45337C102	10,620	125,000	SH		SOLE		125,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	10,333	893,100	SH		SOLE		893,100	0	0
INDUSTRIAL LOGISTICS PPTYS T	COM SHS BEN INT	456237106	3,508	168,500	SH		SOLE		168,500	0	0
INFOSYS LTD	SPONSORED ADR	456788108	39,721	3,712,231	SH		SOLE		3,712,231	0	0
INGERSOLL-RAND PLC	SHS	G47791101	12,667	100,000	SH		SOLE		100,000	0	0
INGEVITY CORP	COM	45688C107	1,578	15,000	SH		SOLE		15,000	0	0
INTEGER HLDGS CORP	COM	45826H109	10,070	120,000	SH		SOLE		120,000	0	0
INTEL CORP	COM	458140100	157,971	3,300,000	SH		SOLE		3,300,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	13,922	162,000	SH		SOLE		162,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	93,772	680,000	SH		SOLE		680,000	0	0
INTERXION HOLDING N.V	SHS	N47279109	10,768	141,517	SH		SOLE		141,517	0	0
INTL PAPER CO	COM	460146103	10,180	235,000	SH		SOLE		235,000	0	0
INTUIT	COM	461202103	27,832	106,500	SH		SOLE		106,500	0	0
INVITATION HOMES INC	COM	46187W107	30,157	1,128,192	SH		SOLE		1,128,192	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	8,998	140,000	SH		SOLE		140,000	0	0
IQIYI INC	SPONSORED ADS	46267X108	1,810	87,654	SH		SOLE		87,654	0	0
IQVIA HLDGS INC	COM	46266C105	5,503	34,200	SH		SOLE		34,200	0	0
ISHARES INC	MSCI TAIWAN ETF	46434G772	288,879	8,263,124	SH		SOLE		8,263,124	0	0
ISHARES INC	MSCI RUSSIA ETF	46434G798	46,228	1,174,182	SH		SOLE		1,174,182	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	1,517	17,400	SH		SOLE		17,400	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	292,428	8,284,096	SH		SOLE		8,284,096	0	0
ISHARES TR	CORE MSCI EAFE	46432F842	73,709	1,200,471	SH		SOLE		1,200,471	0	0
ISHARES TR	MSCI SAUDI ARBIA	46434V423	44,295	1,341,446	SH		SOLE		1,341,446	0	0
ISHARES TR	CORE MSCI EURO	46434V738	75,874	1,628,205	SH		SOLE		1,628,205	0	0
ITAU UNIBANCO HLDG SA	SPON ADR REP PFD	465562106	28,457	3,020,894	SH		SOLE		3,020,894	0	0
ITT INC	COM	45073V108	6,548	100,000	SH		SOLE		100,000	0	0
JACK IN THE BOX INC	COM	466367109	9,767	120,000	SH		SOLE		120,000	0	0
JAKKS PAC INC	COM	47012E106	98	140,000	SH		SOLE		140,000	0	0
JBG SMITH PPTYS	COM	46590V100	610	15,500	SH		SOLE		15,500	0	0
JD COM INC	SPON ADR CL A	47215P106	24,448	807,152	SH		SOLE		807,152	0	0
JERNIGAN CAP INC	COM	476405105	4,582	223,500	SH		SOLE		223,500	0	0
JETBLUE AWYS CORP	COM	477143101	24,037	1,300,000	SH		SOLE		1,300,000	0	0
JOHNSON & JOHNSON	COM	478160104	335,665	2,410,000	SH		SOLE		2,410,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	476,268	4,260,000	SH		SOLE		4,260,000	0	0
JUNIPER NETWORKS INC	COM	48203R104	4,793	180,000	SH		SOLE		180,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	42,637	350,000	SH		SOLE		350,000	0	0
KBR INC	COM	48242W106	36,911	1,480,000	SH		SOLE		1,480,000	0	0
KELLOGG CO	COM	487836108	33,213	620,000	SH		SOLE		620,000	0	0
KEMET CORP	COM NEW	488360207	7,148	380,000	SH		SOLE		380,000	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	1,481	72,000	SH		SOLE		72,000	0	0
KEYCORP NEW	COM	493267108	40,825	2,300,000	SH		SOLE		2,300,000	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	17,962	200,000	SH		SOLE		200,000	0	0
KILROY RLTY CORP	COM	49427F108	10,333	140,000	SH		SOLE		140,000	0	0
KIMBERLY CLARK CORP	COM	494368103	26,656	200,000	SH		SOLE		200,000	0	0
KIMCO RLTY CORP	COM	49446R109	6,311	341,500	SH		SOLE		341,500	0	0
KINDER MORGAN INC DEL	COM	49456B101	60,552	2,900,000	SH		SOLE		2,900,000	0	0
KLA-TENCOR CORP	COM	482480100	10,165	86,000	SH		SOLE		86,000	0	0
KNIGHT SWIFT TRANSN HLDGS IN	CL A	499049104	28,242	860,000	SH		SOLE		860,000	0	0
KNOWLES CORP	COM	49926D109	7,324	400,000	SH		SOLE		400,000	0	0
KOPPERS HOLDINGS INC	COM	50060P106	33,470	1,140,000	SH		SOLE		1,140,000	0	0
KORNIT DIGITAL LTD	SHS	M6372Q113	2,177	68,775	SH		SOLE		68,775	0	0
KRAFT HEINZ CO	COM	500754106	18,624	600,000	SH		SOLE		600,000	0	0
KRANESHARES TR	BOSERA MSCI CH	500767405	50,223	1,622,186	SH		SOLE		1,622,186	0	0
KROGER CO	COM	501044101	6,296	290,000	SH		SOLE		290,000	0	0
KULICKE & SOFFA INDS INC	COM	501242101	7,667	340,000	SH		SOLE		340,000	0	0
L BRANDS INC	COM	501797104	1,749	67,000	SH		SOLE		67,000	0	0
L3 TECHNOLOGIES INC	COM	502413107	63,744	260,000	SH		SOLE		260,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	41,496	240,000	SH		SOLE		240,000	0	0
LADDER CAP CORP	CL A	505743104	2,881	173,428	SH		SOLE		173,428	0	0
LAM RESEARCH CORP	COM	512807108	44,142	235,000	SH		SOLE		235,000	0	0
LAMB WESTON HLDGS INC	COM	513272104	3,538	55,833	SH		SOLE		55,833	0	0
LAUDER ESTEE COS INC	CL A	518439104	25,819	141,000	SH		SOLE		141,000	0	0
LAZYDAYS HLDGS INC	COM	52110H100	3,658	731,627	SH		SOLE		731,627	0	0
LCI INDS	COM	50189K103	18,000	200,000	SH		SOLE		200,000	0	0
LEGG MASON INC	COM	524901105	33,686	880,000	SH		SOLE		880,000	0	0
LENDINGTREE INC NEW	COM	52603B107	12,601	30,000	SH		SOLE		30,000	0	0
LENNAR CORP	CL B	526057302	8,357	217,000	SH		SOLE		217,000	0	0
LGI HOMES INC	COM	50187T106	10,715	150,000	SH		SOLE		150,000	0	0
LIBERTY BROADBAND CORP	COM SER A	530307107	20,568	200,000	SH		SOLE		200,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM A SIRIUSXM	531229409	21,174	560,000	SH		SOLE		560,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM C SIRIUSXM	531229607	3,798	100,000	SH		SOLE		100,000	0	0
LIGAND PHARMACEUTICALS INC	COM NEW	53220K504	26,255	230,000	SH		SOLE		230,000	0	0
LILLY ELI & CO	COM	532457108	119,653	1,080,000	SH		SOLE		1,080,000	0	0
LIMBACH HLDGS INC	COM	53263P105	5,779	635,000	SH		SOLE		635,000	0	0
LIMONEIRA CO	COM	532746104	5,483	275,000	SH		SOLE		275,000	0	0
LINCOLN NATL CORP IND	COM	534187109	77,340	1,200,000	SH		SOLE		1,200,000	0	0
LINDE PLC	SHS	G5494J103	2,008	10,000	SH		SOLE		10,000	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	980	80,000	SH		SOLE		80,000	0	0
LIONS GATE ENTMNT CORP	CL B NON VTG	535919500	13,700	1,180,000	SH		SOLE		1,180,000	0	0
LITHIA MTRS INC	CL A	536797103	2,886	24,300	SH		SOLE		24,300	0	0
LITTELFUSE INC	COM	537008104	8,846	50,000	SH		SOLE		50,000	0	0
LIVENT CORP	COM	53814L108	5,951	860,000	SH		SOLE		860,000	0	0
LKQ CORP	COM	501889208	29,271	1,100,000	SH		SOLE		1,100,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	94,520	260,000	SH		SOLE		260,000	0	0
LOUISIANA PAC CORP	COM	546347105	787	30,000	SH		SOLE		30,000	0	0
LOWES COS INC	COM	548661107	59,537	590,000	SH		SOLE		590,000	0	0
LULULEMON ATHLETICA INC	COM	550021109	7,208	40,000	SH		SOLE		40,000	0	0
LUMENTUM HLDGS INC	COM	55024U109	32,046	600,000	SH		SOLE		600,000	0	0
LUXFER HOLDINGS PLC	SHS	G5698W116	295	12,043	SH		SOLE		12,043	0	0
MACERICH CO	COM	554382101	653	19,500	SH		SOLE		19,500	0	0
MACOM TECH SOLUTIONS HLDGS I	COM	55405Y100	9,683	640,000	SH		SOLE		640,000	0	0
MACQUARIE INFRASTRUCTURE COR	COM	55608B105	16,824	415,000	SH		SOLE		415,000	0	0
MADDEN STEVEN LTD	COM	556269108	3,242	95,500	SH		SOLE		95,500	0	0
MAGELLAN MIDSTREAM PRTNRS LP	COM UNIT RP LP	559080106	33,274	519,900	SH		SOLE		519,900	0	0
MALLINCKRODT PUB LTD CO	SHS	G5785G107	6,426	700,000	SH		SOLE		700,000	0	0
MAMMOTH ENERGY SVCS INC	COM	56155L108	1,720	250,000	SH		SOLE		250,000	0	0
MANPOWERGROUP INC	COM	56418H100	4,936	51,100	SH		SOLE		51,100	0	0
MARATHON OIL CORP	COM	565849106	8,526	600,000	SH		SOLE		600,000	0	0
MARATHON PETE CORP	COM	56585A102	41,351	740,000	SH		SOLE		740,000	0	0
MARRIOTT INTL INC NEW	CL A	571903202	19,079	136,000	SH		SOLE		136,000	0	0
MARRIOTT VACTINS WORLDWID CO	COM	57164Y107	3,831	39,737	SH		SOLE		39,737	0	0
MARSH & MCLENNAN COS INC	COM	571748102	41,995	421,000	SH		SOLE		421,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	69,033	300,000	SH		SOLE		300,000	0	0
MARVELL TECHNOLOGY GROUP LTD	ORD	G5876H105	1,910	80,000	SH		SOLE		80,000	0	0
MASTEC INC	COM	576323109	40,193	780,000	SH		SOLE		780,000	0	0
MASTERCARD INC	CL A	57636Q104	195,752	740,000	SH		SOLE		740,000	0	0
MATTEL INC	COM	577081102	23,541	2,100,000	SH		SOLE		2,100,000	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	12,711	82,000	SH		SOLE		82,000	0	0
MCDERMOTT INTL INC	COM	580037703	1,393	144,212	SH		SOLE		144,212	0	0
MCDONALDS CORP	COM	580135101	91,370	440,000	SH		SOLE		440,000	0	0
MCKESSON CORP	COM	58155Q103	18,143	135,000	SH		SOLE		135,000	0	0
MDU RES GROUP INC	COM	552690109	2,580	100,000	SH		SOLE		100,000	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	9,941	570,000	SH		SOLE		570,000	0	0
MEDTRONIC PLC	SHS	G5960L103	83,755	860,000	SH		SOLE		860,000	0	0
MEET GROUP INC	COM	58513U101	1,914	550,000	SH		SOLE		550,000	0	0
MERCADOLIBRE INC	COM	58733R102	21,875	35,757	SH		SOLE		35,757	0	0
MERCANTILE BANK CORP	COM	587376104	1,542	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC	COM	58933Y105	293,475	3,500,000	SH		SOLE		3,500,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	594	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R108	54,935	1,106,000	SH		SOLE		1,106,000	0	0
MGM GROWTH PPTYS LLC	CL A COM	55303A105	3,402	111,000	SH		SOLE		111,000	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	25,713	900,000	SH		SOLE		900,000	0	0
MICHAELS COS INC	COM	59408Q106	696	80,000	SH		SOLE		80,000	0	0
MICRO FOCUS INTERNATIONAL PL	SPON ADR NEW	594837403	1,790	68,354	SH		SOLE		68,354	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	55,055	635,000	SH		SOLE		635,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	42,449	1,100,000	SH		SOLE		1,100,000	0	0
MICROSOFT CORP	COM	594918104	1,044,888	7,800,000	SH		SOLE		7,800,000	0	0
MID AMER APT CMNTYS INC	COM	59522J103	6,329	53,750	SH		SOLE		53,750	0	0
MOBILE TELESYSTEMS PJSC	SPONSORED ADR	607409109	6,582	706,966	SH		SOLE		706,966	0	0
MOHAWK INDS INC	COM	608190104	8,148	55,250	SH		SOLE		55,250	0	0
MOMO INC	ADR	60879B107	3,160	88,260	SH		SOLE		88,260	0	0
MONDELEZ INTL INC	CL A	609207105	72,765	1,350,000	SH		SOLE		1,350,000	0	0
MONMOUTH REAL ESTATE INVT CO	CL A	609720107	1,694	125,000	SH		SOLE		125,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	42,128	660,000	SH		SOLE		660,000	0	0
MORGAN STANLEY	COM NEW	617446448	63,525	1,450,000	SH		SOLE		1,450,000	0	0
MOSAIC CO NEW	COM	61945C103	250	10,000	SH		SOLE		10,000	0	0
MOTORCAR PTS AMER INC	COM	620071100	3,212	150,000	SH		SOLE		150,000	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	16,673	100,000	SH		SOLE		100,000	0	0
MPLX LP	COM UNIT REP LTD	55336V100	28,610	888,800	SH		SOLE		888,800	0	0
MSCI INC	COM	55354G100	9,958	41,700	SH		SOLE		41,700	0	0
MSG NETWORK INC	CL A	553573106	19,081	920,000	SH		SOLE		920,000	0	0
MURPHY OIL CORP	COM	626717102	2,465	100,000	SH		SOLE		100,000	0	0
MYLAN N V	SHS EURO	N59465109	39,984	2,100,000	SH		SOLE		2,100,000	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	3,190	1,100,000	SH		SOLE		1,100,000	0	0
NASDAQ INC	COM	631103108	7,117	74,000	SH		SOLE		74,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	12,923	1,970,000	SH		SOLE		1,970,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	1,161	22,000	SH		SOLE		22,000	0	0
NATIONAL INSTRS CORP	COM	636518102	3,892	92,700	SH		SOLE		92,700	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	4,153	186,800	SH		SOLE		186,800	0	0
NATIONAL VISION HLDGS INC	COM	63845R107	2,151	70,000	SH		SOLE		70,000	0	0
NEKTAR THERAPEUTICS	COM	640268108	19,213	540,000	SH		SOLE		540,000	0	0
NETAPP INC	COM	64110D104	17,893	290,000	SH		SOLE		290,000	0	0
NETEASE INC	SPONSORED ADR	64110W102	25,242	98,690	SH		SOLE		98,690	0	0
NETFLIX INC	COM	64110L106	55,098	150,000	SH		SOLE		150,000	0	0
NEW JERSEY RES	COM	646025106	1,742	35,000	SH		SOLE		35,000	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	8,012	82,953	SH		SOLE		82,953	0	0
NEW RESIDENTIAL INVT CORP	COM NEW	64828T201	5,010	325,500	SH		SOLE		325,500	0	0
NEW SR INVT GROUP INC	COM	648691103	286	42,500	SH		SOLE		42,500	0	0
NEW YORK CMNTY BANCORP INC	COM	649445103	2,994	300,000	SH		SOLE		300,000	0	0
NEWELL BRANDS INC	COM	651229106	7,710	500,000	SH		SOLE		500,000	0	0
NEWMONT GOLDCORP CORPORATION	COM	651639106	2,693	70,000	SH		SOLE		70,000	0	0
NEWS CORP NEW	CL A	65249B109	3,035	225,000	SH		SOLE		225,000	0	0
NEXPOINT RESIDENTIAL TR INC	COM	65341D102	8,687	209,817	SH		SOLE		209,817	0	0
NEXTERA ENERGY INC	COM	65339F101	147,499	720,000	SH		SOLE		720,000	0	0
NGL ENERGY PARTNERS LP	COM UNIT REPST	62913M107	4,784	323,900	SH		SOLE		323,900	0	0
NIKE INC	CL B	654106103	75,555	900,000	SH		SOLE		900,000	0	0
NIO INC	SPON ADS	62914V106	956	374,752	SH		SOLE		374,752	0	0
NISOURCE INC	COM	65473P105	22,608	785,000	SH		SOLE		785,000	0	0
NOAH HLDGS LTD	SPON ADS CL A	65487X102	1,001	23,524	SH		SOLE		23,524	0	0
NOBLE ENERGY INC	COM	655044105	4,433	197,900	SH		SOLE		197,900	0	0
NOBLE MIDSTREAM PARTNERS LP	COM UNIT REPST	65506L105	2,425	72,900	SH		SOLE		72,900	0	0
NOMAD FOODS LTD	USD ORD SHS	G6564A105	2,306	107,974	SH		SOLE		107,974	0	0
NORDSON CORP	COM	655663102	7,066	50,000	SH		SOLE		50,000	0	0
NORFOLK SOUTHERN CORP	COM	655844108	23,920	120,000	SH		SOLE		120,000	0	0
NORTH AMERN CONSTR GROUP LTD	COM	656811106	409	37,903	SH		SOLE		37,903	0	0
NORTHERN TR CORP	COM	665859104	12,420	138,000	SH		SOLE		138,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	109,857	340,000	SH		SOLE		340,000	0	0
NOVA MEASURING INSTRUMENTS L	COM	M7516K103	258	10,074	SH		SOLE		10,074	0	0
NRG ENERGY INC	COM NEW	629377508	52,680	1,500,000	SH		SOLE		1,500,000	0	0
NUTANIX INC	CL A	67059N108	7,004	270,000	SH		SOLE		270,000	0	0
NUVECTRA CORP	COM	67075N108	134	40,000	SH		SOLE		40,000	0	0
NVIDIA CORP	COM	67066G104	85,400	520,000	SH		SOLE		520,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	20,840	213,508	SH		SOLE		213,508	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	12,095	32,750	SH		SOLE		32,750	0	0
OASIS MIDSTREAM PARTNERS LP	COM UNITS REPS	67420T206	5,179	240,900	SH		SOLE		240,900	0	0
OCCIDENTAL PETE CORP	COM	674599105	40,224	800,000	SH		SOLE		800,000	0	0
OCEANEERING INTL INC	COM	675232102	5,118	251,000	SH		SOLE		251,000	0	0
OCEANFIRST FINL CORP	COM	675234108	249	10,000	SH		SOLE		10,000	0	0
OCH ZIFF CPTL MANGEMNT GRP I	CL A NEW	67551U204	1,607	70,000	SH		SOLE		70,000	0	0
OGE ENERGY CORP	COM	670837103	1,277	30,000	SH		SOLE		30,000	0	0
OKTA INC	CL A	679295105	14,976	121,250	SH		SOLE		121,250	0	0
OLD DOMINION FREIGHT LINE IN	COM	679580100	14,926	100,000	SH		SOLE		100,000	0	0
OLIN CORP	COM PAR $1	680665205	4,711	215,000	SH		SOLE		215,000	0	0
OLLIES BARGAIN OUTLT HLDGS I	COM	681116109	9,626	110,500	SH		SOLE		110,500	0	0
OMNICOM GROUP INC	COM	681919106	11,473	140,000	SH		SOLE		140,000	0	0
ON SEMICONDUCTOR CORP	COM	682189105	9,095	450,000	SH		SOLE		450,000	0	0
ONEOK INC NEW	COM	682680103	67,386	979,300	SH		SOLE		979,300	0	0
OPTINOSE INC	COM	68404V100	641	90,474	SH		SOLE		90,474	0	0
ORACLE CORP	COM	68389X105	79,758	1,400,000	SH		SOLE		1,400,000	0	0
OSI SYSTEMS INC	COM	671044105	45,052	400,000	SH		SOLE		400,000	0	0
OVERSTOCK COM INC DEL	COM	690370101	8,160	600,000	SH		SOLE		600,000	0	0
P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR	715684106	6,330	216,500	SH		SOLE		216,500	0	0
PACCAR INC	COM	693718108	35,830	500,000	SH		SOLE		500,000	0	0
PAGSEGURO DIGITAL LTD	COM CL A	G68707101	1,675	42,978	SH		SOLE		42,978	0	0
PALO ALTO NETWORKS INC	COM	697435105	14,263	70,000	SH		SOLE		70,000	0	0
PAMPA ENERGIA S A	SPONS ADR LVL I	697660207	1,491	43,003	SH		SOLE		43,003	0	0
PARK HOTELS RESORTS INC	COM	700517105	4,215	152,943	SH		SOLE		152,943	0	0
PARKE BANCORP INC	COM	700885106	3,449	144,000	SH		SOLE		144,000	0	0
PARKER HANNIFIN CORP	COM	701094104	39,102	230,000	SH		SOLE		230,000	0	0
PATRICK INDS INC	COM	703343103	29,022	590,000	SH		SOLE		590,000	0	0
PATTERSON COMPANIES INC	COM	703395103	6,870	300,000	SH		SOLE		300,000	0	0
PAYCOM SOFTWARE INC	COM	70432V102	9,613	42,400	SH		SOLE		42,400	0	0
PAYPAL HLDGS INC	COM	70450Y103	112,171	980,000	SH		SOLE		980,000	0	0
PBF LOGISTICS LP	UNIT LTD PTNR	69318Q104	2,427	114,800	SH		SOLE		114,800	0	0
PDL BIOPHARMA INC	COM	69329Y104	173	55,000	SH		SOLE		55,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	17,227	611,300	SH		SOLE		611,300	0	0
PENNSYLVANIA RL ESTATE INVT	SH BEN INT	709102107	536	82,500	SH		SOLE		82,500	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	7,840	165,750	SH		SOLE		165,750	0	0
PEPSICO INC	COM	713448108	162,601	1,240,000	SH		SOLE		1,240,000	0	0
PERKINELMER INC	COM	714046109	8,671	90,000	SH		SOLE		90,000	0	0
PERRIGO CO PLC	SHS	G97822103	1,429	30,000	SH		SOLE		30,000	0	0
PERSPECTA INC	COM	715347100	1,340	57,221	SH		SOLE		57,221	0	0
PETIQ INC	COM CL A	71639T106	35,926	1,090,000	SH		SOLE		1,090,000	0	0
PETROLEO BRASILEIRO SA PETRO	SP ADR NON VTG	71654V101	2,407	169,533	SH		SOLE		169,533	0	0
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	71654V408	3,865	248,264	SH		SOLE		248,264	0	0
PFIZER INC	COM	717081103	186,276	4,300,000	SH		SOLE		4,300,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	108,450	1,381,000	SH		SOLE		1,381,000	0	0
PHILLIPS 66	COM	718546104	24,320	260,000	SH		SOLE		260,000	0	0
PHILLIPS 66 PARTNERS LP	COM UNIT REP INT	718549207	7,801	158,080	SH		SOLE		158,080	0	0
PHYSICIANS RLTY TR	COM	71943U104	9,278	532,000	SH		SOLE		532,000	0	0
PINDUODUO INC	SPONSORED ADS	722304102	2,605	126,286	SH		SOLE		126,286	0	0
PINNACLE FINL PARTNERS INC	COM	72346Q104	22,992	400,000	SH		SOLE		400,000	0	0
PINNACLE WEST CAP CORP	COM	723484101	2,540	27,000	SH		SOLE		27,000	0	0
PIONEER NAT RES CO	COM	723787107	34,157	222,000	SH		SOLE		222,000	0	0
PITNEY BOWES INC	COM	724479100	7,704	1,800,000	SH		SOLE		1,800,000	0	0
PIVOTAL SOFTWARE INC	COM CL A	72582H107	119	11,250	SH		SOLE		11,250	0	0
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	726503105	33,050	1,357,300	SH		SOLE		1,357,300	0	0
PLAYA HOTELS & RESORTS NV	SHS	N70544106	655	85,000	SH		SOLE		85,000	0	0
PLDT INC	SPONSORED ADR	69344D408	3,088	124,410	SH		SOLE		124,410	0	0
PLUG POWER INC	COM NEW	72919P202	9,225	4,100,000	SH		SOLE		4,100,000	0	0
PLYMOUTH INDL REIT INC	COM	729640102	1,136	60,000	SH		SOLE		60,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	88,962	648,031	SH		SOLE		648,031	0	0
POSTAL REALTY TRUST INC	CL A	73757R102	1,260	80,000	SH		SOLE		80,000	0	0
POWER INTEGRATIONS INC	COM	739276103	2,405	30,000	SH		SOLE		30,000	0	0
PPG INDS INC	COM	693506107	13,422	115,000	SH		SOLE		115,000	0	0
PPL CORP	COM	69351T106	62,020	2,000,000	SH		SOLE		2,000,000	0	0
PREFERRED APT CMNTYS INC	COM	74039L103	6,877	460,000	SH		SOLE		460,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	16,402	149,500	SH		SOLE		149,500	0	0
PRIMERICA INC	COM	74164M108	40,783	340,000	SH		SOLE		340,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	213,818	1,950,000	SH		SOLE		1,950,000	0	0
PROGRESSIVE CORP OHIO	COM	743315103	23,979	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	65,923	823,000	SH		SOLE		823,000	0	0
PROPETRO HLDG CORP	COM	74347M108	35,190	1,700,000	SH		SOLE		1,700,000	0	0
PROS HOLDINGS INC	COM	74346Y103	6,237	98,600	SH		SOLE		98,600	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	1,213	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	93,678	927,500	SH		SOLE		927,500	0	0
PTC INC	COM	69370C100	38,597	430,000	SH		SOLE		430,000	0	0
PUBLIC SVC ENTERPRISE GRP IN	COM	744573106	14,117	240,000	SH		SOLE		240,000	0	0
PUMA BIOTECHNOLOGY INC	COM	74587V107	328	25,833	SH		SOLE		25,833	0	0
PURE STORAGE INC	CL A	74624M102	2,749	180,000	SH		SOLE		180,000	0	0
PVH CORP	COM	693656100	4,117	43,500	SH		SOLE		43,500	0	0
PYXUS INTL INC	COM	74737V106	2,432	160,000	SH		SOLE		160,000	0	0
QTS RLTY TR INC	COM CL A	74736A103	4,526	98,000	SH		SOLE		98,000	0	0
QUALCOMM INC	COM	747525103	81,395	1,070,000	SH		SOLE		1,070,000	0	0
QUANTA SVCS INC	COM	74762E102	4,965	130,000	SH		SOLE		130,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	1,527	15,000	SH		SOLE		15,000	0	0
RADWARE LTD	ORD	M81873107	1,664	67,298	SH		SOLE		67,298	0	0
RANGE RES CORP	COM	75281A109	12,564	1,800,000	SH		SOLE		1,800,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	50,730	600,000	SH		SOLE		600,000	0	0
RAYONIER INC	COM	754907103	909	30,000	SH		SOLE		30,000	0	0
RAYTHEON CO	COM NEW	755111507	76,507	440,000	SH		SOLE		440,000	0	0
READY CAP CORP	COM	75574U101	2,830	189,900	SH		SOLE		189,900	0	0
REALPAGE INC	COM	75606N109	13,536	230,000	SH		SOLE		230,000	0	0
REDWOOD TR INC	COM	758075402	1,157	70,000	SH		SOLE		70,000	0	0
REGENCY CTRS CORP	COM	758849103	11,422	171,150	SH		SOLE		171,150	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	2,504	8,000	SH		SOLE		8,000	0	0
REGIONS FINL CORP NEW	COM	7591EP100	17,928	1,200,000	SH		SOLE		1,200,000	0	0
REINSURANCE GRP OF AMERICA I	COM NEW	759351604	5,503	35,272	SH		SOLE		35,272	0	0
RESIDEO TECHNOLOGIES INC	COM	76118Y104	1,187	54,166	SH		SOLE		54,166	0	0
RESMED INC	COM	761152107	3,807	31,200	SH		SOLE		31,200	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	13,190	770,000	SH		SOLE		770,000	0	0
RETAIL VALUE INC	COM	76133Q102	464	13,347	SH		SOLE		13,347	0	0
REVANCE THERAPEUTICS INC	COM	761330109	337	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	19,782	490,000	SH		SOLE		490,000	0	0
REXNORD CORP NEW	COM	76169B102	42,912	1,420,000	SH		SOLE		1,420,000	0	0
RH	COM	74967X103	1,734	15,000	SH		SOLE		15,000	0	0
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	2,219	850,000	SH		SOLE		850,000	0	0
ROBERT HALF INTL INC	COM	770323103	2,463	43,200	SH		SOLE		43,200	0	0
ROCKWELL AUTOMATION INC	COM	773903109	70,447	430,000	SH		SOLE		430,000	0	0
RYDER SYS INC	COM	783549108	9,328	160,000	SH		SOLE		160,000	0	0
S&P GLOBAL INC	COM	78409V104	21,868	96,000	SH		SOLE		96,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	2,943	149,500	SH		SOLE		149,500	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	3,018	250,000	SH		SOLE		250,000	0	0
SAFEHOLD INC	COM	78645L100	12,005	397,500	SH		SOLE		397,500	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	2,312	74,000	SH		SOLE		74,000	0	0
SAGE THERAPEUTICS INC	COM	78667J108	2,746	15,000	SH		SOLE		15,000	0	0
SALESFORCE COM INC	COM	79466L302	107,728	710,000	SH		SOLE		710,000	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	36,468	240,000	SH		SOLE		240,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	38,223	170,000	SH		SOLE		170,000	0	0
SCHLUMBERGER LTD	COM	806857108	21,588	543,240	SH		SOLE		543,240	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	866	10,000	SH		SOLE		10,000	0	0
SEALED AIR CORP NEW	COM	81211K100	4,278	100,000	SH		SOLE		100,000	0	0
SEAWORLD ENTMT INC	COM	81282V100	8,990	290,000	SH		SOLE		290,000	0	0
SEMPRA ENERGY	COM	816851109	17,757	129,200	SH		SOLE		129,200	0	0
SEQUENTIAL BRNDS GROUP INC N	COM	81734P107	605	1,100,000	SH		SOLE		1,100,000	0	0
SERVICENOW INC	COM	81762P102	16,666	60,700	SH		SOLE		60,700	0	0
SHELL MIDSTREAM PARTNERS L P	UNIT LTD INT	822634101	6,001	289,600	SH		SOLE		289,600	0	0
SIERRA WIRELESS INC	COM	826516106	130	10,800	SH		SOLE		10,800	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	5,800	48,000	SH		SOLE		48,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	72,675	454,905	SH		SOLE		454,905	0	0
SINA CORP	ORD	G81477104	1,530	35,475	SH		SOLE		35,475	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	5,899	110,000	SH		SOLE		110,000	0	0
SITE CENTERS CORP	COM	82981J109	3,177	239,999	SH		SOLE		239,999	0	0
SKECHERS U S A INC	CL A	830566105	6,613	210,000	SH		SOLE		210,000	0	0
SKYLINE CHAMPION CORPORATION	COM	830830105	16,428	600,000	SH		SOLE		600,000	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	15,454	200,000	SH		SOLE		200,000	0	0
SL GREEN RLTY CORP	COM	78440X101	10,472	130,300	SH		SOLE		130,300	0	0
SLM CORP	COM	78442P106	20,412	2,100,000	SH		SOLE		2,100,000	0	0
SM ENERGY CO	COM	78454L100	376	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	6,284	54,556	SH		SOLE		54,556	0	0
SOCIEDAD QUIMICA MINERA DE C	SPON ADR SER B	833635105	231	7,439	SH		SOLE		7,439	0	0
SONOCO PRODS CO	COM	835495102	327	5,000	SH		SOLE		5,000	0	0
SOUTHERN CO	COM	842587107	15,114	273,400	SH		SOLE		273,400	0	0
SOUTHERN COPPER CORP	COM	84265V105	2,885	74,261	SH		SOLE		74,261	0	0
SOUTHWEST AIRLS CO	COM	844741108	66,014	1,300,000	SH		SOLE		1,300,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	18,012	5,700,000	SH		SOLE		5,700,000	0	0
SPECTRUM BRANDS HLDGS INC NE	COM	84790A105	23,659	440,000	SH		SOLE		440,000	0	0
SPEEDWAY MOTORSPORTS INC	COM	847788106	1,484	80,000	SH		SOLE		80,000	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	35,803	440,000	SH		SOLE		440,000	0	0
SPIRIT AIRLS INC	COM	848577102	9,546	200,000	SH		SOLE		200,000	0	0
SPIRIT MTA REIT	COM SHS BEN IN	84861U105	175	21,000	SH		SOLE		21,000	0	0
SPRINT CORPORATION	COM	85207U105	17,739	2,700,000	SH		SOLE		2,700,000	0	0
SPROUTS FMRS MKT INC	COM	85208M102	1,322	70,000	SH		SOLE		70,000	0	0
SPX CORP	COM	784635104	1,321	40,000	SH		SOLE		40,000	0	0
SQUARE INC	CL A	852234103	2,662	36,700	SH		SOLE		36,700	0	0
ST JOE CO	COM	790148100	3,802	220,000	SH		SOLE		220,000	0	0
STAG INDL INC	COM	85254J102	13,774	455,500	SH		SOLE		455,500	0	0
STARWOOD PPTY TR INC	COM	85571B105	10,224	450,000	SH		SOLE		450,000	0	0
STATE STR CORP	COM	857477103	11,212	200,000	SH		SOLE		200,000	0	0
STEELCASE INC	CL A	858155203	564	33,000	SH		SOLE		33,000	0	0
STERICYCLE INC	COM	858912108	4,298	90,000	SH		SOLE		90,000	0	0
STIFEL FINL CORP	COM	860630102	15,356	260,000	SH		SOLE		260,000	0	0
STRYKER CORP	COM	863667101	9,251	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	865646103	264	527,000	SH		SOLE		527,000	0	0
SUMMIT HOTEL PPTYS INC	COM	866082100	2,250	196,200	SH		SOLE		196,200	0	0
SUMMIT MATLS INC	CL A	86614U100	16,175	840,280	SH		SOLE		840,280	0	0
SUMMIT MIDSTREAM PARTNERS LP	COM UNIT LTD	866142102	1,237	166,200	SH		SOLE		166,200	0	0
SUN CMNTYS INC	COM	866674104	34,175	266,600	SH		SOLE		266,600	0	0
SUNOCO LP	COM UT REP LP	86765K109	3,388	108,300	SH		SOLE		108,300	0	0
SUNTRUST BKS INC	COM	867914103	23,883	380,000	SH		SOLE		380,000	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	195	150,000	SH		SOLE		150,000	0	0
SUPERIOR INDS INTL INC	COM	868168105	277	80,000	SH		SOLE		80,000	0	0
SVB FINL GROUP	COM	78486Q101	74,115	330,000	SH		SOLE		330,000	0	0
SYNAPTICS INC	COM	87157D109	18,358	630,000	SH		SOLE		630,000	0	0
SYNCHRONOSS TECHNOLOGIES INC	COM	87157B103	9,650	1,220,000	SH		SOLE		1,220,000	0	0
SYNCHRONY FINL	COM	87165B103	20,802	600,000	SH		SOLE		600,000	0	0
SYNOPSYS INC	COM	871607107	12,457	96,800	SH		SOLE		96,800	0	0
SYSCO CORP	COM	871829107	21,782	308,000	SH		SOLE		308,000	0	0
TAILORED BRANDS INC	COM	87403A107	548	95,000	SH		SOLE		95,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	135,194	3,451,476	SH		SOLE		3,451,476	0	0
TAL EDUCATION GROUP	SPONSORED ADS	874080104	8,051	211,314	SH		SOLE		211,314	0	0
TALLGRASS ENERGY LP	CLASS A SHS	874696107	5,915	280,200	SH		SOLE		280,200	0	0
TARGET CORP	COM	87612E106	23,385	270,000	SH		SOLE		270,000	0	0
TASEKO MINES LTD	COM	876511106	35	65,362	SH		SOLE		65,362	0	0
TC PIPELINES LP	UT COM LTD PRT	87233Q108	4,334	115,200	SH		SOLE		115,200	0	0
TCG BDC INC	COM	872280102	9,906	650,000	SH		SOLE		650,000	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	16,283	170,000	SH		SOLE		170,000	0	0
TELADOC HEALTH INC	COM	87918A105	27,228	410,000	SH		SOLE		410,000	0	0
TELECOM ARGENTINA S A	SPON ADR REP B	879273209	805	45,583	SH		SOLE		45,583	0	0
TELEFONICA BRASIL SA	SPONSORED ADR	87936R106	1,246	95,669	SH		SOLE		95,669	0	0
TELIGENT INC NEW	COM	87960W104	101	160,000	SH		SOLE		160,000	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	5,578	270,000	SH		SOLE		270,000	0	0
TERNIUM SA	SPONSORED ADS	880890108	2,636	117,500	SH		SOLE		117,500	0	0
TERRENO RLTY CORP	COM	88146M101	8,827	180,000	SH		SOLE		180,000	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	881624209	5,977	647,614	SH		SOLE		647,614	0	0
TEXAS INSTRS INC	COM	882508104	64,610	563,000	SH		SOLE		563,000	0	0
TEXTRON INC	COM	883203101	50,918	960,000	SH		SOLE		960,000	0	0
THE CHARLES SCHWAB CORPORATI	COM	808513105	18,889	470,000	SH		SOLE		470,000	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	4,335	265,459	SH		SOLE		265,459	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	36,710	125,000	SH		SOLE		125,000	0	0
THERMON GROUP HLDGS INC	COM	88362T103	1,283	50,000	SH		SOLE		50,000	0	0
THOR INDS INC	COM	885160101	38,577	660,000	SH		SOLE		660,000	0	0
TIFFANY & CO NEW	COM	886547108	18,992	202,817	SH		SOLE		202,817	0	0
TITAN INTL INC ILL	COM	88830M102	5,330	1,090,000	SH		SOLE		1,090,000	0	0
TIVITY HEALTH INC	COM	88870R102	6,740	410,000	SH		SOLE		410,000	0	0
TJX COS INC NEW	COM	872540109	25,594	484,000	SH		SOLE		484,000	0	0
TOLL BROTHERS INC	COM	889478103	3,662	100,000	SH		SOLE		100,000	0	0
TOOTSIE ROLL INDS INC	COM	890516107	1,773	48,000	SH		SOLE		48,000	0	0
TOTAL SYS SVCS INC	COM	891906109	5,131	40,000	SH		SOLE		40,000	0	0
TPG SPECIALTY LENDING INC	COM	87265K102	84,280	4,300,000	SH		SOLE		4,300,000	0	0
TRANSDIGM GROUP INC	COM	893641100	2,419	5,000	SH		SOLE		5,000	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	742	115,700	SH		SOLE		115,700	0	0
TRANSPORTADORA DE GAS SUR	SPONSORED ADS B	893870204	533	36,889	SH		SOLE		36,889	0	0
TRAVELCENTERS AMER LLC	COM	894174101	4,561	1,260,000	SH		SOLE		1,260,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	23,414	156,595	SH		SOLE		156,595	0	0
TREX CO INC	COM	89531P105	25,812	360,000	SH		SOLE		360,000	0	0
TRINITY MERGER CORP	UNIT 05/11/2025	89653L205	1,063	100,000	SH		SOLE		100,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	19,694	860,000	SH		SOLE		860,000	0	0
TRUPANION INC	COM	898202106	19,149	530,000	SH		SOLE		530,000	0	0
TUPPERWARE BRANDS CORP	COM	899896104	2,284	120,000	SH		SOLE		120,000	0	0
TUTOR PERINI CORP	COM	901109108	3,051	220,000	SH		SOLE		220,000	0	0
TYSON FOODS INC	CL A	902494103	24,222	300,000	SH		SOLE		300,000	0	0
ULTA BEAUTY INC	COM	90384S303	1,734	5,000	SH		SOLE		5,000	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	18,514	1,330,000	SH		SOLE		1,330,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	597	9,400	SH		SOLE		9,400	0	0
UMH PPTYS INC	COM	903002103	5,658	456,000	SH		SOLE		456,000	0	0
UNDER ARMOUR INC	CL C	904311206	8,880	400,000	SH		SOLE		400,000	0	0
UNION PACIFIC CORP	COM	907818108	16,911	100,000	SH		SOLE		100,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	2,189	25,000	SH		SOLE		25,000	0	0
UNITED MICROELECTRONICS CORP	SPON ADR NEW	910873405	2,313	1,046,392	SH		SOLE		1,046,392	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	33,046	320,000	SH		SOLE		320,000	0	0
UNITED RENTALS INC	COM	911363109	58,357	440,000	SH		SOLE		440,000	0	0
UNITED STATES STL CORP NEW	COM	912909108	10,717	700,000	SH		SOLE		700,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	76,818	590,000	SH		SOLE		590,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	168,367	690,000	SH		SOLE		690,000	0	0
UNITI GROUP INC	COM	91325V108	3,364	354,000	SH		SOLE		354,000	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	9,779	75,000	SH		SOLE		75,000	0	0
URBAN OUTFITTERS INC	COM	917047102	1,752	76,999	SH		SOLE		76,999	0	0
US BANCORP DEL	COM NEW	902973304	48,715	929,671	SH		SOLE		929,671	0	0
VALE S A	SPONSORED ADS	91912E105	3,967	295,193	SH		SOLE		295,193	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	20,469	239,100	SH		SOLE		239,100	0	0
VANECK VECTORS ETF TR	INDIA SMALL CAP	92189F767	2,434	64,141	SH		SOLE		64,141	0	0
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	104,880	1,200,000	SH		SOLE		1,200,000	0	0
VENTAS INC	COM	92276F100	20,902	305,800	SH		SOLE		305,800	0	0
VEREIT INC	COM	92339V100	6,712	745,000	SH		SOLE		745,000	0	0
VERISIGN INC	COM	92343E102	6,526	31,200	SH		SOLE		31,200	0	0
VERISK ANALYTICS INC	COM	92345Y106	9,871	67,400	SH		SOLE		67,400	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	137,112	2,400,000	SH		SOLE		2,400,000	0	0
VERSUM MATLS INC	COM	92532W103	2,579	50,000	SH		SOLE		50,000	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	42,177	230,000	SH		SOLE		230,000	0	0
VIACOM INC NEW	CL B	92553P201	68,701	2,300,000	SH		SOLE		2,300,000	0	0
VICI PPTYS INC	COM	925652109	4,695	213,000	SH		SOLE		213,000	0	0
VIPER ENERGY PARTNERS LP	COM UNT RP INT	92763M105	1,032	33,500	SH		SOLE		33,500	0	0
VIPSHOP HLDGS LTD	SPONSORED ADS A	92763W103	2,046	237,103	SH		SOLE		237,103	0	0
VISA INC	COM CL A	92826C839	363,171	2,092,600	SH		SOLE		2,092,600	0	0
VISTRA ENERGY CORP	COM	92840M102	21,282	940,000	SH		SOLE		940,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	15,282	238,400	SH		SOLE		238,400	0	0
VOYA FINL INC	COM	929089100	2,765	50,000	SH		SOLE		50,000	0	0
WABTEC CORP	COM	929740108	3,083	42,968	SH		SOLE		42,968	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	20,600	376,800	SH		SOLE		376,800	0	0
WALMART INC	COM	931142103	132,588	1,200,000	SH		SOLE		1,200,000	0	0
WASTE MGMT INC DEL	COM	94106L109	18,459	160,000	SH		SOLE		160,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	39,136	420,000	SH		SOLE		420,000	0	0
WAYFAIR INC	CL A	94419L101	4,380	30,000	SH		SOLE		30,000	0	0
WEC ENERGY GROUP INC	COM	92939U106	9,087	109,000	SH		SOLE		109,000	0	0
WEIBO CORP	SPONSORED ADR	948596101	1,238	28,417	SH		SOLE		28,417	0	0
WEIGHT WATCHERS INTL INC NEW	COM	948626106	7,449	390,000	SH		SOLE		390,000	0	0
WELLS FARGO CO NEW	COM	949746101	198,744	4,200,000	SH		SOLE		4,200,000	0	0
WELLTOWER INC	COM	95040Q104	12,963	159,000	SH		SOLE		159,000	0	0
WEST PHARMACEUTICAL SVSC INC	COM	955306105	2,503	20,000	SH		SOLE		20,000	0	0
WESTERN DIGITAL CORP	COM	958102105	52,305	1,100,000	SH		SOLE		1,100,000	0	0
WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	958669103	14,494	471,050	SH		SOLE		471,050	0	0
WESTROCK CO	COM	96145D105	9,300	255,000	SH		SOLE		255,000	0	0
WEX INC	COM	96208T104	5,390	25,900	SH		SOLE		25,900	0	0
WEYERHAEUSER CO	COM	962166104	14,487	550,000	SH		SOLE		550,000	0	0
WIDEOPENWEST INC	COM	96758W101	3,485	480,000	SH		SOLE		480,000	0	0
WILLIAMS COS INC DEL	COM	969457100	35,957	1,282,359	SH		SOLE		1,282,359	0	0
WILLIS TOWERS WATSON PUB LTD	SHS	G96629103	19,154	100,000	SH		SOLE		100,000	0	0
WIX COM LTD	SHS	M98068105	3,990	28,078	SH		SOLE		28,078	0	0
WNS HOLDINGS LTD	SPON ADR	92932M101	2,846	48,072	SH		SOLE		48,072	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	12,276	170,000	SH		SOLE		170,000	0	0
WORLDPAY INC	CL A	981558109	12,525	102,200	SH		SOLE		102,200	0	0
WPX ENERGY INC	COM	98212B103	3,590	311,900	SH		SOLE		311,900	0	0
WYNDHAM DESTINATIONS INC	COM	98310W108	659	15,000	SH		SOLE		15,000	0	0
WYNDHAM HOTELS & RESORTS INC	COM	98311A105	6,397	114,750	SH		SOLE		114,750	0	0
XCEL BRANDS INC	COM NEW	98400M101	797	549,419	SH		SOLE		549,419	0	0
XCEL ENERGY INC	COM	98389B100	13,534	227,500	SH		SOLE		227,500	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	1,529	155,100	SH		SOLE		155,100	0	0
XILINX INC	COM	983919101	4,717	40,000	SH		SOLE		40,000	0	0
XPO LOGISTICS INC	COM	983793100	13,296	230,000	SH		SOLE		230,000	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	10,435	573,049	SH		SOLE		573,049	0	0
YUM CHINA HLDGS INC	COM	98850P109	19,483	421,701	SH		SOLE		421,701	0	0
YY INC	SPONSORED ADS A	98426T106	2,048	29,392	SH		SOLE		29,392	0	0
ZAYO GROUP HLDGS INC	COM	98919V105	2,633	80,000	SH		SOLE		80,000	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	32,543	276,397	SH		SOLE		276,397	0	0
ZIONS BANCORPORATION N A	COM	989701107	25,289	550,000	SH		SOLE		550,000	0	0
ZOETIS INC	CL A	98978V103	74,903	660,000	SH		SOLE		660,000	0	0
ZTO EXPRESS CAYMAN INC	SPONSORED ADS A	98980A105	4,000	209,187	SH		SOLE		209,187	0	0
ZYNGA INC	CL A	98986T108	1,226	200,000	SH		SOLE		200,000	0	0