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

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

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

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
2U INC	COM	90214J101	2,812	70,900	SH		SOLE		70,900	0	0
58 COM INC	SPON ADR REP A	31680Q104	567	16,034	SH		SOLE		16,034	0	0
ABBOTT LABS	COM	002824100	72,160	1,624,850	SH		SOLE		1,624,850	0	0
ABBVIE INC	COM	00287Y109	131,688	2,021,000	SH		SOLE		2,021,000	0	0
ABM INDS INC	COM	000957100	1,526	35,000	SH		SOLE		35,000	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	22,672	520,000	SH		SOLE		520,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	16,450	547,246	SH		SOLE		547,246	0	0
ACCELERON PHARMA INC	COM	00434H108	476	18,000	SH		SOLE		18,000	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	21,878	182,500	SH		SOLE		182,500	0	0
ACCO BRANDS CORP	COM	00081T108	2,788	212,000	SH		SOLE		212,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	1,890	90,000	SH		SOLE		90,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	79,093	1,586,300	SH		SOLE		1,586,300	0	0
ADAMAS PHARMACEUTICALS INC	COM	00548A106	1,636	93,500	SH		SOLE		93,500	0	0
ADAMIS PHARMACEUTICALS CORP	COM NEW	00547W208	125	29,338	SH		SOLE		29,338	0	0
ADAPTIMMUNE THERAPEUTICS PLC	SPONDS ADR	00653A107	132	24,000	SH		SOLE		24,000	0	0
ADECOAGRO S A	COM	L00849106	1,358	118,458	SH		SOLE		118,458	0	0
ADIENT PLC	ORD SHS	G0084W101	3,253	44,767	SH		SOLE		44,767	0	0
ADOBE SYS INC	COM	00724F101	20,326	156,200	SH		SOLE		156,200	0	0
ADTRAN INC	COM	00738A106	4,669	225,000	SH		SOLE		225,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	4,322	29,150	SH		SOLE		29,150	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	55,290	3,800,000	SH		SOLE		3,800,000	0	0
ADVANCED SEMICONDUCTOR ENGR	SPONSORED ADR	00756M404	7,699	1,188,166	SH		SOLE		1,188,166	0	0
ADVANSIX INC	COM	00773T101	426	15,600	SH		SOLE		15,600	0	0
AECOM	COM	00766T100	59,613	1,675,000	SH		SOLE		1,675,000	0	0
AERCAP HOLDINGS NV	SHS	N00985106	8,238	179,200	SH		SOLE		179,200	0	0
AES CORP	COM	00130H105	5,311	475,000	SH		SOLE		475,000	0	0
AETNA INC NEW	COM	00817Y108	23,612	185,120	SH		SOLE		185,120	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	6,885	42,000	SH		SOLE		42,000	0	0
AFLAC INC	COM	001055102	35,486	490,000	SH		SOLE		490,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	7,931	150,000	SH		SOLE		150,000	0	0
AGREE REALTY CORP	COM	008492100	21,378	445,750	SH		SOLE		445,750	0	0
AIR PRODS & CHEMS INC	COM	009158106	36,528	270,000	SH		SOLE		270,000	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	1,212	20,300	SH		SOLE		20,300	0	0
AKORN INC	COM	009728106	361	15,000	SH		SOLE		15,000	0	0
ALASKA AIR GROUP INC	COM	011659109	4,611	50,000	SH		SOLE		50,000	0	0
ALBEMARLE CORP	COM	012653101	31,692	300,000	SH		SOLE		300,000	0	0
ALCOA CORP	COM	013872106	516	15,000	SH		SOLE		15,000	0	0
ALERE INC	COM	01449J105	25,427	640,000	SH		SOLE		640,000	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	2,449	55,000	SH		SOLE		55,000	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	20,639	186,750	SH		SOLE		186,750	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	21,823	180,000	SH		SOLE		180,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	96,348	893,522	SH		SOLE		893,522	0	0
ALKERMES PLC	SHS	G01767105	2,633	45,000	SH		SOLE		45,000	0	0
ALLEGHANY CORP DEL	COM	017175100	5,870	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	2,425	135,000	SH		SOLE		135,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	1,514	20,000	SH		SOLE		20,000	0	0
ALLERGAN PLC	SHS	G0177J108	71,843	300,702	SH		SOLE		300,702	0	0
ALLIANCE ONE INTL INC	COM NEW	018772301	771	60,000	SH		SOLE		60,000	0	0
ALLIANT ENERGY CORP	COM	018802108	2,773	70,000	SH		SOLE		70,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	888	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	21,273	261,054	SH		SOLE		261,054	0	0
ALPHABET INC	CAP STK CL C	02079K107	623,829	752,000	SH		SOLE		752,000	0	0
ALTRIA GROUP INC	COM	02209S103	147,625	2,067,000	SH		SOLE		2,067,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	1,492	66,167	SH		SOLE		66,167	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	598	187,000	SH		SOLE		187,000	0	0
AMAZON COM INC	COM	023135106	425,540	480,000	SH		SOLE		480,000	0	0
AMBEV SA	SPONSORED ADR	02319V103	21,501	3,732,900	SH		SOLE		3,732,900	0	0
AMEREN CORP	COM	023608102	5,295	97,000	SH		SOLE		97,000	0	0
AMERESCO INC	CL A	02361E108	819	125,000	SH		SOLE		125,000	0	0
AMERICA MOVIL SAB DE CV	SPON ADR L SHS	02364W105	26,270	1,853,972	SH		SOLE		1,853,972	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	5,499	130,000	SH		SOLE		130,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	21,338	510,000	SH		SOLE		510,000	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	1,878	100,000	SH		SOLE		100,000	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	16,442	345,501	SH		SOLE		345,501	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	1,122	80,000	SH		SOLE		80,000	0	0
AMERICAN ELEC PWR INC	COM	025537101	11,412	170,000	SH		SOLE		170,000	0	0
AMERICAN EXPRESS CO	COM	025816109	37,103	469,000	SH		SOLE		469,000	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	1,378	60,000	SH		SOLE		60,000	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	72,544	1,162,000	SH		SOLE		1,162,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	81,493	670,500	SH		SOLE		670,500	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	1,167	15,000	SH		SOLE		15,000	0	0
AMERIPRISE FINL INC	COM	03076C106	85,200	657,000	SH		SOLE		657,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	12,833	145,000	SH		SOLE		145,000	0	0
AMGEN INC	COM	031162100	64,210	391,355	SH		SOLE		391,355	0	0
ANADARKO PETE CORP	COM	032511107	25,110	405,000	SH		SOLE		405,000	0	0
ANALOG DEVICES INC	COM	032654105	62,692	765,000	SH		SOLE		765,000	0	0
ANGIODYNAMICS INC	COM	03475V101	1,128	65,000	SH		SOLE		65,000	0	0
ANGLOGOLD ASHANTI LTD	SPONSORED ADR	035128206	2,214	205,533	SH		SOLE		205,533	0	0
ANSYS INC	COM	03662Q105	4,809	45,000	SH		SOLE		45,000	0	0
ANTERO MIDSTREAM PARTNERS LP	UNT LTD PARTN	03673L103	3,223	97,200	SH		SOLE		97,200	0	0
ANTHEM INC	COM	036752103	6,615	40,000	SH		SOLE		40,000	0	0
AON PLC	SHS CL A	G0408V102	31,453	265,000	SH		SOLE		265,000	0	0
APACHE CORP	COM	037411105	87,363	1,700,000	SH		SOLE		1,700,000	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	10,866	245,000	SH		SOLE		245,000	0	0
APPLE HOSPITALITY REIT INC	COM NEW	03784Y200	1,929	101,000	SH		SOLE		101,000	0	0
APPLE INC	COM	037833100	780,074	5,430,000	SH		SOLE		5,430,000	0	0
APPLIED MATLS INC	COM	038222105	85,386	2,195,000	SH		SOLE		2,195,000	0	0
AQUA AMERICA INC	COM	03836W103	2,411	75,000	SH		SOLE		75,000	0	0
ARBOR RLTY TR INC	COM	038923108	1,718	205,000	SH		SOLE		205,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	32,085	338,556	SH		SOLE		338,556	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	16,161	351,026	SH		SOLE		351,026	0	0
ARCONIC INC	COM	03965L100	38,852	1,475,000	SH		SOLE		1,475,000	0	0
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	G0457F107	320	39,700	SH		SOLE		39,700	0	0
ARES CAP CORP	COM	04010L103	55,616	3,200,000	SH		SOLE		3,200,000	0	0
ARQULE INC	COM	04269E107	115	108,040	SH		SOLE		108,040	0	0
ARRAY BIOPHARMA INC	COM	04269X105	2,369	265,000	SH		SOLE		265,000	0	0
ARRIS INTL INC	SHS	G0551A103	15,870	600,000	SH		SOLE		600,000	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	828	130,000	SH		SOLE		130,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	2,298	39,000	SH		SOLE		39,000	0	0
ASTEC INDS INC	COM	046224101	83,018	1,350,000	SH		SOLE		1,350,000	0	0
AT HOME GROUP INC	COM	04650Y100	1,061	70,000	SH		SOLE		70,000	0	0
AT&T INC	COM	00206R102	261,786	6,300,500	SH		SOLE		6,300,500	0	0
ATLANTICA YIELD PLC	SHS	G0751N103	758	36,169	SH		SOLE		36,169	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	41,588	750,000	SH		SOLE		750,000	0	0
ATMOS ENERGY CORP	COM	049560105	1,975	25,000	SH		SOLE		25,000	0	0
AU OPTRONICS CORP	SPONSORED ADR	002255107	512	134,100	SH		SOLE		134,100	0	0
AUDIOCODES LTD	ORD	M15342104	110	15,664	SH		SOLE		15,664	0	0
AUTODESK INC	COM	052769106	8,820	102,000	SH		SOLE		102,000	0	0
AUTOZONE INC	COM	053332102	1,591	2,200	SH		SOLE		2,200	0	0
AVADEL PHARMACEUTICALS PLC	SPONSORED ADR	05337M104	319	32,915	SH		SOLE		32,915	0	0
AVALONBAY CMNTYS INC	COM	053484101	25,245	137,500	SH		SOLE		137,500	0	0
AVIS BUDGET GROUP	COM	053774105	20,706	700,000	SH		SOLE		700,000	0	0
AVON PRODS INC	COM	054303102	22,880	5,200,000	SH		SOLE		5,200,000	0	0
AXALTA COATING SYS LTD	COM	G0750C108	2,093	65,000	SH		SOLE		65,000	0	0
AXOVANT SCIENCES LTD	COM	G0750W104	374	25,000	SH		SOLE		25,000	0	0
B/E AEROSPACE INC	COM	073302101	577	9,000	SH		SOLE		9,000	0	0
BABCOCK & WILCOX ENTERPRIS I	COM	05614L100	3,970	425,000	SH		SOLE		425,000	0	0
BAIDU INC	SPON ADR REP A	056752108	51,851	300,553	SH		SOLE		300,553	0	0
BAKER HUGHES INC	COM	057224107	64,307	1,075,000	SH		SOLE		1,075,000	0	0
BALLANTYNE STRONG INC	COM	058516105	3,000	500,000	SH		SOLE		500,000	0	0
BANCO BRADESCO S A	SP ADR PFD NEW	059460303	3,235	315,854	SH		SOLE		315,854	0	0
BANCO MACRO SA	SPON ADR B	05961W105	5,479	63,193	SH		SOLE		63,193	0	0
BANCO SANTANDER CHILE NEW	SP ADR REP COM	05965X109	3,879	154,669	SH		SOLE		154,669	0	0
BANCOLOMBIA S A	SPON ADR PREF	05968L102	3,800	95,313	SH		SOLE		95,313	0	0
BANK AMER CORP	COM	060505104	307,472	13,034,000	SH		SOLE		13,034,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	66,083	1,399,167	SH		SOLE		1,399,167	0	0
BANKRATE INC DEL	COM	06647F102	15,247	1,580,000	SH		SOLE		1,580,000	0	0
BARCLAYS PLC	NOTE 8.250%12/3	06738EAA3	525	500,000	SH		SOLE		500,000	0	0
BARD C R INC	COM	067383109	4,971	20,000	SH		SOLE		20,000	0	0
BB&T CORP	COM	054937107	10,058	225,000	SH		SOLE		225,000	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	3,410	294,000	SH		SOLE		294,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	13,100	1,080,000	SH		SOLE		1,080,000	0	0
BECTON DICKINSON & CO	COM	075887109	18,229	99,374	SH		SOLE		99,374	0	0
BEIGENE LTD	SPONSORED ADR	07725L102	1,684	45,987	SH		SOLE		45,987	0	0
BEL FUSE INC	CL B	077347300	2,172	85,000	SH		SOLE		85,000	0	0
BERKLEY W R CORP	COM	084423102	5,149	72,905	SH		SOLE		72,905	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	23,736	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	146,678	880,000	SH		SOLE		880,000	0	0
BERRY PLASTICS GROUP INC	COM	08579W103	1,214	25,000	SH		SOLE		25,000	0	0
BIOGEN INC	COM	09062X103	62,473	228,485	SH		SOLE		228,485	0	0
BIOSTAGE INC	COM	09074M103	39	105,000	SH		SOLE		105,000	0	0
BIOTIME INC	*W EXP 10/01/201	09066L162	7	11,216	SH		SOLE		11,216	0	0
BLACK HILLS CORP	COM	092113109	1,662	25,000	SH		SOLE		25,000	0	0
BLACKROCK INC	COM	09247X101	40,077	104,500	SH		SOLE		104,500	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	47,520	1,600,000	SH		SOLE		1,600,000	0	0
BLACKSTONE MTG TR INC	COM CL A	09257W100	2,446	79,000	SH		SOLE		79,000	0	0
BLUE BUFFALO PET PRODS INC	COM	09531U102	3,335	145,000	SH		SOLE		145,000	0	0
BLUEROCK RESIDENTIAL GRW REI	COM CL A	09627J102	1,908	155,000	SH		SOLE		155,000	0	0
BOARDWALK PIPELINE PARTNERS	UT LTD PARTNER	096627104	2,534	138,400	SH		SOLE		138,400	0	0
BOEING CO	COM	097023105	67,207	380,000	SH		SOLE		380,000	0	0
BORGWARNER INC	COM	099724106	5,224	125,000	SH		SOLE		125,000	0	0
BOSTON BEER INC	CL A	100557107	6,003	41,500	SH		SOLE		41,500	0	0
BOSTON PROPERTIES INC	COM	101121101	33,606	253,800	SH		SOLE		253,800	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	12,186	490,000	SH		SOLE		490,000	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	8,285	510,500	SH		SOLE		510,500	0	0
BRF SA	SPONSORED ADR	10552T107	999	81,517	SH		SOLE		81,517	0	0
BRIGHTCOVE INC	COM	10921T101	1,068	120,000	SH		SOLE		120,000	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	79,772	1,466,938	SH		SOLE		1,466,938	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	4,292	200,000	SH		SOLE		200,000	0	0
BROADCOM LTD	SHS	Y09827109	66,783	305,000	SH		SOLE		305,000	0	0
BROOKDALE SR LIVING INC	COM	112463104	2,095	156,000	SH		SOLE		156,000	0	0
BROOKFIELD ASSET MGMT INC	CL A LTD VT SH	112585104	2,967	81,369	SH		SOLE		81,369	0	0
BROOKFIELD PPTY PARTNERS L P	UNIT LTD PARTN	G16249107	5,342	240,000	SH		SOLE		240,000	0	0
BSQUARE CORP	COM NEW	11776U300	859	159,000	SH		SOLE		159,000	0	0
BUCKEYE PARTNERS L P	UNIT LTD PARTN	118230101	10,832	158,000	SH		SOLE		158,000	0	0
BURLINGTON STORES INC	COM	122017106	14,350	147,500	SH		SOLE		147,500	0	0
BWX TECHNOLOGIES INC	COM	05605H100	5,236	110,000	SH		SOLE		110,000	0	0
CABELAS INC	COM	126804301	3,877	73,001	SH		SOLE		73,001	0	0
CABOT OIL & GAS CORP	COM	127097103	6,814	285,000	SH		SOLE		285,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	9,263	295,000	SH		SOLE		295,000	0	0
CAESARSTONE LTD	ORD SHS	M20598104	2,701	74,500	SH		SOLE		74,500	0	0
CALAVO GROWERS INC	COM	128246105	34,542	570,000	SH		SOLE		570,000	0	0
CALERES INC	COM	129500104	2,114	80,000	SH		SOLE		80,000	0	0
CALGON CARBON CORP	COM	129603106	13,140	900,000	SH		SOLE		900,000	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	896	25,000	SH		SOLE		25,000	0	0
CALPINE CORP	COM NEW	131347304	718	65,000	SH		SOLE		65,000	0	0
CAMPBELL SOUP CO	COM	134429109	35,489	620,000	SH		SOLE		620,000	0	0
CAMPING WORLD HLDGS INC	CL A	13462K109	2,624	81,400	SH		SOLE		81,400	0	0
CAPITAL ONE FINL CORP	COM	14040H105	25,131	290,000	SH		SOLE		290,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	4,218	300,000	SH		SOLE		300,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	20,795	255,000	SH		SOLE		255,000	0	0
CARDIOVASCULAR SYS INC DEL	COM	141619106	424	15,000	SH		SOLE		15,000	0	0
CARMAX INC	COM	143130102	1,155	19,500	SH		SOLE		19,500	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	55,375	940,000	SH		SOLE		940,000	0	0
CARTER INC	COM	146229109	2,245	25,000	SH		SOLE		25,000	0	0
CASEYS GEN STORES INC	COM	147528103	40,410	360,000	SH		SOLE		360,000	0	0
CATERPILLAR INC DEL	COM	149123101	59,366	640,000	SH		SOLE		640,000	0	0
CBOE HLDGS INC	COM	12503M108	1,540	19,000	SH		SOLE		19,000	0	0
CBRE GROUP INC	CL A	12504L109	6,036	173,500	SH		SOLE		173,500	0	0
CBS CORP NEW	CL B	124857202	59,650	860,000	SH		SOLE		860,000	0	0
CELADON GROUP INC	COM	150838100	66	10,000	SH		SOLE		10,000	0	0
CELGENE CORP	COM	151020104	64,704	520,000	SH		SOLE		520,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM	15117B103	1,715	475,000	SH		SOLE		475,000	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	16,757	1,847,474	SH		SOLE		1,847,474	0	0
CENTENE CORP DEL	COM	15135B101	1,108	15,550	SH		SOLE		15,550	0	0
CENTERPOINT ENERGY INC	COM	15189T107	5,514	200,000	SH		SOLE		200,000	0	0
CERAGON NETWORKS LTD	ORD	M22013102	121	36,991	SH		SOLE		36,991	0	0
CERNER CORP	COM	156782104	10,005	170,000	SH		SOLE		170,000	0	0
CF INDS HLDGS INC	COM	125269100	38,155	1,300,000	SH		SOLE		1,300,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	3,148	35,000	SH		SOLE		35,000	0	0
CHATHAM LODGING TR	COM	16208T102	2,103	106,500	SH		SOLE		106,500	0	0
CHECK POINT SOFTWARE TECH LT	ORD	M22465104	10,636	103,600	SH		SOLE		103,600	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	22,454	475,000	SH		SOLE		475,000	0	0
CHENIERE ENERGY PARTNERS LP	COM UNIT	16411Q101	2,052	63,500	SH		SOLE		63,500	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	3,267	550,000	SH		SOLE		550,000	0	0
CHEVRON CORP NEW	COM	166764100	83,212	775,000	SH		SOLE		775,000	0	0
CHICAGO BRIDGE & IRON CO N V	COM	167250109	19,680	640,000	SH		SOLE		640,000	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	27,502	497,954	SH		SOLE		497,954	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	8,465	19,000	SH		SOLE		19,000	0	0
CHUBB LIMITED	COM	H1467J104	38,574	283,114	SH		SOLE		283,114	0	0
CHUNGHWA TELECOM CO LTD	SPON ADR NEW11	17133Q502	3,407	100,262	SH		SOLE		100,262	0	0
CHURCH & DWIGHT INC	COM	171340102	41,143	825,000	SH		SOLE		825,000	0	0
CIENA CORP	COM NEW	171779309	14,756	625,000	SH		SOLE		625,000	0	0
CIGNA CORPORATION	COM	125509109	58,183	397,182	SH		SOLE		397,182	0	0
CIMAREX ENERGY CO	COM	171798101	2,390	20,000	SH		SOLE		20,000	0	0
CINEMARK HOLDINGS INC	COM	17243V102	15,519	350,000	SH		SOLE		350,000	0	0
CISCO SYS INC	COM	17275R102	151,255	4,475,000	SH		SOLE		4,475,000	0	0
CITIGROUP INC	COM NEW	172967424	178,323	2,981,000	SH		SOLE		2,981,000	0	0
CITRIX SYS INC	COM	177376100	5,162	61,900	SH		SOLE		61,900	0	0
CITY OFFICE REIT INC	COM	178587101	4,556	375,000	SH		SOLE		375,000	0	0
CLEAN ENERGY FUELS CORP	COM	184499101	4,463	1,750,000	SH		SOLE		1,750,000	0	0
CLOROX CO DEL	COM	189054109	8,359	62,000	SH		SOLE		62,000	0	0
CLUBCORP HLDGS INC	COM	18948M108	4,992	311,000	SH		SOLE		311,000	0	0
CME GROUP INC	COM	12572Q105	21,384	180,000	SH		SOLE		180,000	0	0
CMS ENERGY CORP	COM	125896100	6,487	145,000	SH		SOLE		145,000	0	0
COCA COLA CO	COM	191216100	145,781	3,435,000	SH		SOLE		3,435,000	0	0
COCA COLA EUROPEAN PARTNERS	SHS	G25839104	6,625	175,763	SH		SOLE		175,763	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	34,440	800,000	SH		SOLE		800,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	70,555	964,000	SH		SOLE		964,000	0	0
COLONY NORTHSTAR INC	CL A COM	19625W104	6,079	470,885	SH		SOLE		470,885	0	0
COLONY STARWOOD HOMES	COM	19625X102	9,099	268,000	SH		SOLE		268,000	0	0
COLUMBIA PPTY TR INC	COM NEW	198287203	779	35,000	SH		SOLE		35,000	0	0
COMCAST CORP NEW	CL A	20030N101	167,651	4,460,000	SH		SOLE		4,460,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	2,384	268,743	SH		SOLE		268,743	0	0
COMMUNITY HEALTHCARE TR INC	COM	20369C106	7,206	301,500	SH		SOLE		301,500	0	0
COMMVAULT SYSTEMS INC	COM	204166102	12,700	250,000	SH		SOLE		250,000	0	0
COMPANIA DE MINAS BUENAVENTU	SPONSORED ADR	204448104	5,027	417,513	SH		SOLE		417,513	0	0
COMPUTER SCIENCES CORP	COM	205363104	5,769	83,600	SH		SOLE		83,600	0	0
CONAGRA BRANDS INC	COM	205887102	6,757	167,500	SH		SOLE		167,500	0	0
CONCERT PHARMACEUTICALS INC	COM	206022105	682	40,000	SH		SOLE		40,000	0	0
CONNECTICUT WTR SVC INC	COM	207797101	797	15,000	SH		SOLE		15,000	0	0
CONOCOPHILLIPS	COM	20825C104	116,945	2,345,000	SH		SOLE		2,345,000	0	0
CONSOL ENERGY INC	COM	20854P109	13,424	800,000	SH		SOLE		800,000	0	0
CONSOLIDATED EDISON INC	COM	209115104	5,048	65,000	SH		SOLE		65,000	0	0
COPA HOLDINGS SA	CL A	P31076105	12,332	109,858	SH		SOLE		109,858	0	0
CORE MARK HOLDING CO INC	COM	218681104	26,823	860,000	SH		SOLE		860,000	0	0
CORNING INC	COM	219350105	12,074	447,200	SH		SOLE		447,200	0	0
CORPORATE OFFICE PPTYS TR	SH BEN INT	22002T108	513	15,500	SH		SOLE		15,500	0	0
COSTAMARE INC	SHS	Y1771G102	101	15,200	SH		SOLE		15,200	0	0
COSTCO WHSL CORP NEW	COM	22160K105	30,520	182,000	SH		SOLE		182,000	0	0
COTY INC	COM CL A	222070203	14,087	777,000	SH		SOLE		777,000	0	0
COUPA SOFTWARE INC	COM	22266L106	318	12,500	SH		SOLE		12,500	0	0
COVANTA HLDG CORP	COM	22282E102	10,990	700,000	SH		SOLE		700,000	0	0
CRAY INC	COM NEW	225223304	31,865	1,455,000	SH		SOLE		1,455,000	0	0
CREDICORP LTD	COM	G2519Y108	22,409	137,226	SH		SOLE		137,226	0	0
CROCS INC	COM	227046109	530	75,000	SH		SOLE		75,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	73,671	780,000	SH		SOLE		780,000	0	0
CROWN HOLDINGS INC	COM	228368106	5,295	100,000	SH		SOLE		100,000	0	0
CSRA INC	COM	12650T104	1,465	50,000	SH		SOLE		50,000	0	0
CSX CORP	COM	126408103	2,328	50,000	SH		SOLE		50,000	0	0
CTRIP COM INTL LTD	AMERICAN DEP SHS	22943F100	6,160	125,328	SH		SOLE		125,328	0	0
CUBESMART	COM	229663109	25,389	978,000	SH		SOLE		978,000	0	0
CUBIC CORP	COM	229669106	54,912	1,040,000	SH		SOLE		1,040,000	0	0
CUMMINS INC	COM	231021106	5,292	35,000	SH		SOLE		35,000	0	0
CUMULUS MEDIA INC	CL A NEW	231082603	259	806,249	SH		SOLE		806,249	0	0
CVS HEALTH CORP	COM	126650100	51,021	649,943	SH		SOLE		649,943	0	0
CYPRESS SEMICONDUCTOR CORP	COM	232806109	28,211	2,050,250	SH		SOLE		2,050,250	0	0
CYRUSONE INC	COM	23283R100	15,390	299,000	SH		SOLE		299,000	0	0
CYS INVTS INC	COM	12673A108	1,065	134,000	SH		SOLE		134,000	0	0
DANA INCORPORATED	COM	235825205	3,862	200,000	SH		SOLE		200,000	0	0
DANAHER CORP DEL	COM	235851102	13,685	160,000	SH		SOLE		160,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	3,347	40,000	SH		SOLE		40,000	0	0
DATAWATCH CORP	COM NEW	237917208	5,040	600,000	SH		SOLE		600,000	0	0
DCT INDUSTRIAL TRUST INC	COM NEW	233153204	1,227	25,500	SH		SOLE		25,500	0	0
DDR CORP	COM	23317H102	3,509	280,000	SH		SOLE		280,000	0	0
DEERE & CO	COM	244199105	4,354	40,000	SH		SOLE		40,000	0	0
DELL TECHNOLOGIES INC	COM CL V	24703L103	4,214	65,761	SH		SOLE		65,761	0	0
DELPHI AUTOMOTIVE PLC	SHS	G27823106	17,305	215,000	SH		SOLE		215,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	64,344	1,400,000	SH		SOLE		1,400,000	0	0
DENBURY RES INC	COM NEW	247916208	774	300,000	SH		SOLE		300,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	7,181	115,000	SH		SOLE		115,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	13,976	335,000	SH		SOLE		335,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	1,320	79,000	SH		SOLE		79,000	0	0
DIANA SHIPPING INC	COM	Y2066G104	179	38,700	SH		SOLE		38,700	0	0
DICKS SPORTING GOODS INC	COM	253393102	2,287	47,000	SH		SOLE		47,000	0	0
DIGI INTL INC	COM	253798102	1,726	145,000	SH		SOLE		145,000	0	0
DISCOVER FINL SVCS	COM	254709108	23,082	337,500	SH		SOLE		337,500	0	0
DISCOVERY COMMUNICATNS NEW	COM SER C	25470F302	11,890	420,000	SH		SOLE		420,000	0	0
DISH NETWORK CORP	CL A	25470M109	69,839	1,100,000	SH		SOLE		1,100,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	311,823	2,750,000	SH		SOLE		2,750,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	10,599	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	256746108	9,494	121,000	SH		SOLE		121,000	0	0
DOMINION MIDSTREAM PARTNERS	COM UT REP LTD	257454108	1,776	55,600	SH		SOLE		55,600	0	0
DOMINION RES INC VA NEW	COM	25746U109	76,406	985,000	SH		SOLE		985,000	0	0
DOUGLAS EMMETT INC	COM	25960P109	6,682	174,000	SH		SOLE		174,000	0	0
DOVER MOTORSPORTS INC	COM	260174107	539	245,000	SH		SOLE		245,000	0	0
DOW CHEM CO	COM	260543103	79,425	1,250,000	SH		SOLE		1,250,000	0	0
DR REDDYS LABS LTD	ADR	256135203	3,961	98,640	SH		SOLE		98,640	0	0
DTE ENERGY CO	COM	233331107	5,106	50,000	SH		SOLE		50,000	0	0
DU PONT E I DE NEMOURS & CO	COM	263534109	8,033	100,000	SH		SOLE		100,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	24,603	300,000	SH		SOLE		300,000	0	0
DYNEGY INC NEW DEL	COM	26817R108	786	100,000	SH		SOLE		100,000	0	0
EAST WEST BANCORP INC	COM	27579R104	5,161	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEM CO	COM	277432100	1,616	20,000	SH		SOLE		20,000	0	0
EATON CORP PLC	SHS	G29183103	13,718	185,000	SH		SOLE		185,000	0	0
EBAY INC	COM	278642103	15,442	460,000	SH		SOLE		460,000	0	0
ECHOSTAR CORP	CL A	278768106	38,441	675,000	SH		SOLE		675,000	0	0
ECOLAB INC	COM	278865100	13,787	110,000	SH		SOLE		110,000	0	0
EDGEWELL PERS CARE CO	COM	28035Q102	2,121	29,000	SH		SOLE		29,000	0	0
EDISON INTL	COM	281020107	13,136	165,000	SH		SOLE		165,000	0	0
EDUCATION RLTY TR INC	COM NEW	28140H203	4,085	100,000	SH		SOLE		100,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	10,197	108,400	SH		SOLE		108,400	0	0
ELECTRONIC ARTS INC	COM	285512109	11,915	133,099	SH		SOLE		133,099	0	0
EMERSON ELEC CO	COM	291011104	7,483	125,000	SH		SOLE		125,000	0	0
EMMIS COMMUNICATIONS CORP	COM NEW CL A	291525400	919	375,000	SH		SOLE		375,000	0	0
ENABLE MIDSTREAM PARTNERS LP	COM UNIT RP IN	292480100	2,393	143,400	SH		SOLE		143,400	0	0
ENBRIDGE ENERGY PARTNERS L P	COM	29250R106	1,085	57,100	SH		SOLE		57,100	0	0
ENEL AMERICAS S A	SPONSORED ADR	29274F104	1,872	180,147	SH		SOLE		180,147	0	0
ENEL CHILE S A	SPONSORED ADR	29278D105	97	17,600	SH		SOLE		17,600	0	0
ENERGEN CORP	COM	29265N108	2,450	45,000	SH		SOLE		45,000	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	1,617	29,000	SH		SOLE		29,000	0	0
ENERGY TRANSFER PRTNRS L P	UNIT LTD PARTN	29273R109	5,051	138,300	SH		SOLE		138,300	0	0
ENSCO PLC	SHS CLASS A	G3157S106	2,372	265,000	SH		SOLE		265,000	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	1,716	120,000	SH		SOLE		120,000	0	0
ENTERGY CORP NEW	COM	29364G103	7,596	100,000	SH		SOLE		100,000	0	0
ENTERPRISE PRODS PARTNERS L	COM	293792107	37,293	1,350,700	SH		SOLE		1,350,700	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	12,772	2,060,000	SH		SOLE		2,060,000	0	0
ENZYMOTEC LTD	SHS	M4059L101	247	28,110	SH		SOLE		28,110	0	0
EOG RES INC	COM	26875P101	26,826	275,000	SH		SOLE		275,000	0	0
EPAM SYS INC	COM	29414B104	10,573	140,000	SH		SOLE		140,000	0	0
EPR PPTYS	COM SH BEN INT	26884U109	131,356	1,784,000	SH		SOLE		1,784,000	0	0
EQT CORP	COM	26884L109	6,110	100,000	SH		SOLE		100,000	0	0
EQT MIDSTREAM PARTNERS LP	UNIT LTD PARTN	26885B100	5,252	68,300	SH		SOLE		68,300	0	0
EQUIFAX INC	COM	294429105	4,964	36,300	SH		SOLE		36,300	0	0
EQUINIX INC	COM PAR $0.001	29444U700	8,047	20,100	SH		SOLE		20,100	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	6,868	220,000	SH		SOLE		220,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	6,011	78,000	SH		SOLE		78,000	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	7,152	114,950	SH		SOLE		114,950	0	0
EROS INTL PLC	SHS NEW	G3788M114	25,029	2,429,990	SH		SOLE		2,429,990	0	0
ESSENT GROUP LTD	COM	G3198U102	1,809	50,000	SH		SOLE		50,000	0	0
ESSEX PPTY TR INC	COM	297178105	37,632	162,536	SH		SOLE		162,536	0	0
EVEREST RE GROUP LTD	COM	G3223R108	16,367	70,000	SH		SOLE		70,000	0	0
EVERSOURCE ENERGY	COM	30040W108	7,935	135,000	SH		SOLE		135,000	0	0
EXA CORP	COM	300614500	3,302	260,000	SH		SOLE		260,000	0	0
EXELON CORP	COM	30161N101	15,651	435,000	SH		SOLE		435,000	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	29,660	450,000	SH		SOLE		450,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	22,279	299,500	SH		SOLE		299,500	0	0
EXXON MOBIL CORP	COM	30231G102	388,727	4,740,000	SH		SOLE		4,740,000	0	0
F M C CORP	COM NEW	302491303	3,653	52,500	SH		SOLE		52,500	0	0
FACEBOOK INC	CL A	30303M102	515,642	3,630,000	SH		SOLE		3,630,000	0	0
FEDERAL REALTY INVT TR	SH BEN INT NEW	313747206	8,744	65,500	SH		SOLE		65,500	0	0
FEDEX CORP	COM	31428X106	53,667	275,000	SH		SOLE		275,000	0	0
FELCOR LODGING TR INC	COM	31430F101	1,352	180,000	SH		SOLE		180,000	0	0
FIBROGEN INC	COM	31572Q808	435	17,648	SH		SOLE		17,648	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	11,808	148,300	SH		SOLE		148,300	0	0
FINANCIAL ENGINES INC	COM	317485100	3,270	75,087	SH		SOLE		75,087	0	0
FINISAR CORP	COM NEW	31787A507	23,239	850,000	SH		SOLE		850,000	0	0
FIREEYE INC	COM	31816Q101	6,305	500,000	SH		SOLE		500,000	0	0
FIRSTENERGY CORP	COM	337932107	4,455	140,000	SH		SOLE		140,000	0	0
FIVE BELOW INC	COM	33829M101	8,510	196,500	SH		SOLE		196,500	0	0
FLOWERS FOODS INC	COM	343498101	3,955	203,750	SH		SOLE		203,750	0	0
FLOWSERVE CORP	COM	34354P105	10,895	225,000	SH		SOLE		225,000	0	0
FLWS/1-800 FLOWERS	CL A	68243Q106	1,097	107,500	SH		SOLE		107,500	0	0
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	344419106	13,199	149,102	SH		SOLE		149,102	0	0
FOOT LOCKER INC	COM	344849104	6,658	89,000	SH		SOLE		89,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	20,952	1,800,000	SH		SOLE		1,800,000	0	0
FOREST CITY RLTY TR INC	COM CL A	345605109	11,914	546,980	SH		SOLE		546,980	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	1,217	20,000	SH		SOLE		20,000	0	0
FOUR CORNERS PPTY TR INC	COM	35086T109	5,850	256,274	SH		SOLE		256,274	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	58,116	4,350,000	SH		SOLE		4,350,000	0	0
FS INVT CORP	COM	302635107	18,130	1,850,000	SH		SOLE		1,850,000	0	0
GAMESTOP CORP NEW	CL A	36467W109	15,785	700,000	SH		SOLE		700,000	0	0
GARTNER INC	COM	366651107	4,860	45,000	SH		SOLE		45,000	0	0
GASLOG LTD	SHS	G37585109	204	13,300	SH		SOLE		13,300	0	0
GAZIT GLOBE LTD	SHS	M4793C102	2,900	277,500	SH		SOLE		277,500	0	0
GENERAL DYNAMICS CORP	COM	369550108	25,272	135,000	SH		SOLE		135,000	0	0
GENERAL ELECTRIC CO	COM	369604103	262,240	8,800,000	SH		SOLE		8,800,000	0	0
GENERAL MLS INC	COM	370334104	17,804	301,720	SH		SOLE		301,720	0	0
GENERAL MTRS CO	COM	37045V100	79,030	2,235,000	SH		SOLE		2,235,000	0	0
GENESEE & WYO INC	CL A	371559105	10,179	150,000	SH		SOLE		150,000	0	0
GENESIS ENERGY L P	UNIT LTD PARTN	371927104	6,799	209,726	SH		SOLE		209,726	0	0
GENWORTH FINL INC	COM CL A	37247D106	17,716	4,300,000	SH		SOLE		4,300,000	0	0
GERON CORP	COM	374163103	1,975	870,000	SH		SOLE		870,000	0	0
GGP INC	COM	36174X101	26,253	1,132,575	SH		SOLE		1,132,575	0	0
G-III APPAREL GROUP LTD	COM	36237H101	3,875	177,000	SH		SOLE		177,000	0	0
GILEAD SCIENCES INC	COM	375558103	115,464	1,700,000	SH		SOLE		1,700,000	0	0
GLADSTONE LD CORP	COM	376549101	3,818	344,000	SH		SOLE		344,000	0	0
GLOBAL MED REIT INC	COM NEW	37954A204	2,860	315,000	SH		SOLE		315,000	0	0
GLOBAL PMTS INC	COM	37940X102	7,374	91,400	SH		SOLE		91,400	0	0
GNC HLDGS INC	COM CL A	36191G107	14,720	2,000,000	SH		SOLE		2,000,000	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	110,840	482,500	SH		SOLE		482,500	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	9,000	250,000	SH		SOLE		250,000	0	0
GRAMERCY PPTY TR	COM NEW	385002308	15,472	588,273	SH		SOLE		588,273	0	0
GRANITE CONSTR INC	COM	387328107	25,597	510,000	SH		SOLE		510,000	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	1,287	100,000	SH		SOLE		100,000	0	0
GREAT PLAINS ENERGY INC	COM	391164100	2,922	100,000	SH		SOLE		100,000	0	0
GREIF INC	CL B	397624206	4,049	62,000	SH		SOLE		62,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	722	9,750	SH		SOLE		9,750	0	0
GROUPON INC	COM	399473107	18,078	4,600,000	SH		SOLE		4,600,000	0	0
GRUPO AVAL ACCIONES Y VALORE	SPONSORED ADS	40053W101	136	16,600	SH		SOLE		16,600	0	0
GRUPO FINANCIERO GALICIA S A	SP ADR 10 SH B	399909100	6,510	171,944	SH		SOLE		171,944	0	0
GRUPO FINANCIERO SANTANDER M	SPON ADR SHS B	40053C105	3,638	402,835	SH		SOLE		402,835	0	0
GRUPO TELEVISA SA	SPON ADR REP ORD	40049J206	1,671	64,400	SH		SOLE		64,400	0	0
GSV CAP CORP	COM	36191J101	7,168	1,600,000	SH		SOLE		1,600,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	55,800	1,500,000	SH		SOLE		1,500,000	0	0
HALLIBURTON CO	COM	406216101	11,318	230,000	SH		SOLE		230,000	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	2,333	180,000	SH		SOLE		180,000	0	0
HALYARD HEALTH INC	COM	40650V100	705	18,500	SH		SOLE		18,500	0	0
HANESBRANDS INC	COM	410345102	5,917	285,000	SH		SOLE		285,000	0	0
HARLEY DAVIDSON INC	COM	412822108	5,748	95,000	SH		SOLE		95,000	0	0
HARRIS CORP DEL	COM	413875105	3,894	35,000	SH		SOLE		35,000	0	0
HARSCO CORP	COM	415864107	10,710	840,000	SH		SOLE		840,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	8,268	172,000	SH		SOLE		172,000	0	0
HASBRO INC	COM	418056107	33,939	340,000	SH		SOLE		340,000	0	0
HCP INC	COM	40414L109	1,126	36,000	SH		SOLE		36,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	33,928	825,000	SH		SOLE		825,000	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	54,297	721,845	SH		SOLE		721,845	0	0
HEALTHCARE TR AMER INC	CL A NEW	42225P501	3,146	100,000	SH		SOLE		100,000	0	0
HECLA MNG CO	COM	422704106	37,030	7,000,000	SH		SOLE		7,000,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	1,243	160,000	SH		SOLE		160,000	0	0
HELMERICH & PAYNE INC	COM	423452101	6,258	94,000	SH		SOLE		94,000	0	0
HERTZ GLOBAL HLDGS INC	COM	42806J106	31,572	1,800,000	SH		SOLE		1,800,000	0	0
HESS CORP	COM	42809H107	13,017	270,000	SH		SOLE		270,000	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	14,220	600,000	SH		SOLE		600,000	0	0
HEXCEL CORP NEW	COM	428291108	2,728	50,000	SH		SOLE		50,000	0	0
HFF INC	CL A	40418F108	1,162	42,000	SH		SOLE		42,000	0	0
HIGHWOODS PPTYS INC	COM	431284108	1,965	40,000	SH		SOLE		40,000	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	2,619	91,400	SH		SOLE		91,400	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	20,178	345,166	SH		SOLE		345,166	0	0
HOLLYFRONTIER CORP	COM	436106108	38,259	1,350,000	SH		SOLE		1,350,000	0	0
HOLOGIC INC	COM	436440101	13,667	321,200	SH		SOLE		321,200	0	0
HOME DEPOT INC	COM	437076102	215,840	1,470,000	SH		SOLE		1,470,000	0	0
HONEYWELL INTL INC	COM	438516106	51,197	410,000	SH		SOLE		410,000	0	0
HORTONWORKS INC	COM	440894103	4,709	480,000	SH		SOLE		480,000	0	0
HOWARD HUGHES CORP	COM	44267D107	25,995	221,704	SH		SOLE		221,704	0	0
HP INC	COM	40434L105	20,984	1,173,600	SH		SOLE		1,173,600	0	0
HSN INC	COM	404303109	19,292	520,000	SH		SOLE		520,000	0	0
HUDSON PAC PPTYS INC	COM	444097109	14,740	425,500	SH		SOLE		425,500	0	0
HUMANA INC	COM	444859102	17,522	85,000	SH		SOLE		85,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	3,004	15,000	SH		SOLE		15,000	0	0
IAC INTERACTIVECORP	COM	44919P508	31,700	430,000	SH		SOLE		430,000	0	0
ICICI BK LTD	ADR	45104G104	1,849	214,973	SH		SOLE		214,973	0	0
IDACORP INC	COM	451107106	1,659	20,000	SH		SOLE		20,000	0	0
ILG INC	COM	44967H101	3,207	153,000	SH		SOLE		153,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	12,684	95,750	SH		SOLE		95,750	0	0
ILLUMINA INC	COM	452327109	24,742	145,000	SH		SOLE		145,000	0	0
INCYTE CORP	COM	45337C102	13,367	100,000	SH		SOLE		100,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	8,227	878,100	SH		SOLE		878,100	0	0
INFOSYS LTD	SPONSORED ADR	456788108	20,813	1,317,278	SH		SOLE		1,317,278	0	0
INGERSOLL-RAND PLC	SHS	G47791101	8,132	100,000	SH		SOLE		100,000	0	0
INGEVITY CORP	COM	45688C107	913	15,000	SH		SOLE		15,000	0	0
INGREDION INC	COM	457187102	24,086	200,000	SH		SOLE		200,000	0	0
INNOVIVA INC	COM	45781M101	3,583	259,108	SH		SOLE		259,108	0	0
INTEGER HLDGS CORP	COM	45826H109	4,824	120,000	SH		SOLE		120,000	0	0
INTEGRATED DEVICE TECHNOLOGY	COM	458118106	37,635	1,590,000	SH		SOLE		1,590,000	0	0
INTEL CORP	COM	458140100	136,886	3,795,000	SH		SOLE		3,795,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	122,839	705,400	SH		SOLE		705,400	0	0
INTL PAPER CO	COM	460146103	11,679	230,000	SH		SOLE		230,000	0	0
INTRA CELLULAR THERAPIES INC	COM	46116X101	1,016	62,500	SH		SOLE		62,500	0	0
INTRAWEST RESORTS HLDGS INC	COM	46090K109	1,125	45,000	SH		SOLE		45,000	0	0
INTUIT	COM	461202103	14,139	121,900	SH		SOLE		121,900	0	0
INVENTURE FOODS INC	COM	461212102	7,072	1,600,000	SH		SOLE		1,600,000	0	0
INVITATION HOMES INC	COM	46187W107	7,051	323,000	SH		SOLE		323,000	0	0
ION GEOPHYSICAL CORP	COM NEW	462044207	149	30,666	SH		SOLE		30,666	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	4,020	100,000	SH		SOLE		100,000	0	0
ISHARES GOLD TRUST	ISHARES	464285105	72,060	6,000,000	SH		SOLE		6,000,000	0	0
ISHARES INC	MSCI TAIWAN ETF	46434G772	186,587	5,615,035	SH		SOLE		5,615,035	0	0
ISHARES INC	MSCI RUS ETF NEW	46434G798	26,784	833,882	SH		SOLE		833,882	0	0
ISHARES TR	MSCI EMG MKT ETF	464287234	37,421	950,000	SH		SOLE		950,000	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	1,527	17,400	SH		SOLE		17,400	0	0
ISHARES TR	U.S. PFD STK ETF	464288687	51,278	1,325,000	SH		SOLE		1,325,000	0	0
ISHARES TR	MSCI INDONIA ETF	46429B309	801	31,068	SH		SOLE		31,068	0	0
ISHARES TR	MSCI INDIA ETF	46429B598	166,228	5,279,581	SH		SOLE		5,279,581	0	0
ITAU UNIBANCO HLDG SA	SPON ADR REP PFD	465562106	21,327	1,766,960	SH		SOLE		1,766,960	0	0
IXIA	COM	45071R109	5,109	260,000	SH		SOLE		260,000	0	0
JACOBS ENGR GROUP INC DEL	COM	469814107	1,382	25,000	SH		SOLE		25,000	0	0
JAKKS PAC INC	COM	47012E106	825	150,000	SH		SOLE		150,000	0	0
JD COM INC	SPON ADR CL A	47215P106	17,683	568,405	SH		SOLE		568,405	0	0
JELD-WEN HLDG INC	COM	47580P103	1,265	38,500	SH		SOLE		38,500	0	0
JETBLUE AIRWAYS CORP	COM	477143101	63,376	3,075,000	SH		SOLE		3,075,000	0	0
JOHNSON & JOHNSON	COM	478160104	390,464	3,135,000	SH		SOLE		3,135,000	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	18,856	447,675	SH		SOLE		447,675	0	0
JPMORGAN CHASE & CO	COM	46625H100	362,076	4,122,000	SH		SOLE		4,122,000	0	0
JUNIPER NETWORKS INC	COM	48203R104	7,653	275,000	SH		SOLE		275,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	13,293	155,000	SH		SOLE		155,000	0	0
KAR AUCTION SVCS INC	COM	48238T109	8,245	188,800	SH		SOLE		188,800	0	0
KATE SPADE & CO	COM	485865109	5,337	229,750	SH		SOLE		229,750	0	0
KELLOGG CO	COM	487836108	9,439	130,000	SH		SOLE		130,000	0	0
KENNEDY-WILSON HLDGS INC	COM	489398107	5,217	235,000	SH		SOLE		235,000	0	0
KEYCORP NEW	COM	493267108	32,004	1,800,000	SH		SOLE		1,800,000	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	4,518	125,000	SH		SOLE		125,000	0	0
KILROY RLTY CORP	COM	49427F108	10,469	145,250	SH		SOLE		145,250	0	0
KIMBERLY CLARK CORP	COM	494368103	64,236	488,000	SH		SOLE		488,000	0	0
KIMCO RLTY CORP	COM	49446R109	15,728	712,000	SH		SOLE		712,000	0	0
KINDER MORGAN INC DEL	COM	49456B101	93,482	4,300,000	SH		SOLE		4,300,000	0	0
KLA-TENCOR CORP	COM	482480100	12,834	135,000	SH		SOLE		135,000	0	0
KLX INC	COM	482539103	8,381	187,500	SH		SOLE		187,500	0	0
KOPPERS HOLDINGS INC	COM	50060P106	30,492	720,000	SH		SOLE		720,000	0	0
KORN FERRY INTL	COM NEW	500643200	1,751	55,600	SH		SOLE		55,600	0	0
KRAFT HEINZ CO	COM	500754106	39,901	439,387	SH		SOLE		439,387	0	0
KROGER CO	COM	501044101	15,158	514,000	SH		SOLE		514,000	0	0
L BRANDS INC	COM	501797104	11,116	236,000	SH		SOLE		236,000	0	0
L3 TECHNOLOGIES INC	COM	502413107	57,852	350,000	SH		SOLE		350,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	18,651	130,000	SH		SOLE		130,000	0	0
LAM RESEARCH CORP	COM	512807108	32,732	255,000	SH		SOLE		255,000	0	0
LAMB WESTON HLDGS INC	COM	513272104	2,348	55,833	SH		SOLE		55,833	0	0
LAS VEGAS SANDS CORP	COM	517834107	22,828	400,000	SH		SOLE		400,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	52,654	621,000	SH		SOLE		621,000	0	0
LCI INDS	COM	50189K103	18,463	185,000	SH		SOLE		185,000	0	0
LEGG MASON INC	COM	524901105	44,416	1,230,000	SH		SOLE		1,230,000	0	0
LENNAR CORP	CL B	526057302	523	12,500	SH		SOLE		12,500	0	0
LEVEL 3 COMMUNICATIONS INC	COM NEW	52729N308	5,722	100,000	SH		SOLE		100,000	0	0
LGI HOMES INC	COM	50187T106	7,630	225,000	SH		SOLE		225,000	0	0
LIBERTY GLOBAL PLC	LILAC SHS CL C	G5480U153	2,022	87,739	SH		SOLE		87,739	0	0
LIBERTY MEDIA CORP DELAWARE	COM C SIRIUSXM	531229607	3,878	100,000	SH		SOLE		100,000	0	0
LIBERTY MEDIA CORP DELAWARE	COM SER C FRMLA	531229854	854	25,000	SH		SOLE		25,000	0	0
LIFE STORAGE INC	COM	53223X107	10,634	129,500	SH		SOLE		129,500	0	0
LIFEPOINT HEALTH INC	COM	53219L109	6,299	96,164	SH		SOLE		96,164	0	0
LIGAND PHARMACEUTICALS INC	COM NEW	53220K504	23,285	220,000	SH		SOLE		220,000	0	0
LILLY ELI & CO	COM	532457108	169,271	2,012,496	SH		SOLE		2,012,496	0	0
LIMBACH HLDGS INC	COM	53263P105	8,971	644,000	SH		SOLE		644,000	0	0
LIMONEIRA CO	COM	532746104	4,517	216,000	SH		SOLE		216,000	0	0
LINCOLN NATL CORP IND	COM	534187109	77,166	1,179,000	SH		SOLE		1,179,000	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	4,250	160,000	SH		SOLE		160,000	0	0
LIONS GATE ENTMNT CORP	CL B NON VTG	535919500	9,265	380,000	SH		SOLE		380,000	0	0
LITHIA MTRS INC	CL A	536797103	4,223	49,300	SH		SOLE		49,300	0	0
LKQ CORP	COM	501889208	15,938	544,500	SH		SOLE		544,500	0	0
LOCKHEED MARTIN CORP	COM	539830109	80,280	300,000	SH		SOLE		300,000	0	0
LOGMEIN INC	COM	54142L109	1,248	12,802	SH		SOLE		12,802	0	0
LULULEMON ATHLETICA INC	COM	550021109	2,282	44,000	SH		SOLE		44,000	0	0
LUMENTUM HLDGS INC	COM	55024U109	25,075	470,000	SH		SOLE		470,000	0	0
LYON WILLIAM HOMES	CL A NEW	552074700	1,031	50,000	SH		SOLE		50,000	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	24,621	270,000	SH		SOLE		270,000	0	0
MACK CALI RLTY CORP	COM	554489104	1,212	45,000	SH		SOLE		45,000	0	0
MACOM TECH SOLUTIONS HLDGS I	COM	55405Y100	24,633	510,000	SH		SOLE		510,000	0	0
MACYS INC	COM	55616P104	2,949	99,500	SH		SOLE		99,500	0	0
MADDEN STEVEN LTD	COM	556269108	848	22,000	SH		SOLE		22,000	0	0
MAGELLAN MIDSTREAM PRTNRS LP	COM UNIT RP LP	559080106	16,166	210,200	SH		SOLE		210,200	0	0
MAKEMYTRIP LIMITED MAURITIUS	SHS	V5633W109	3,554	102,721	SH		SOLE		102,721	0	0
MALLINCKRODT PUB LTD CO	SHS	G5785G107	27,633	620,000	SH		SOLE		620,000	0	0
MANPOWERGROUP INC	COM	56418H100	4,780	46,600	SH		SOLE		46,600	0	0
MARATHON OIL CORP	COM	565849106	11,244	711,644	SH		SOLE		711,644	0	0
MARATHON PETE CORP	COM	56585A102	11,877	235,000	SH		SOLE		235,000	0	0
MARIN SOFTWARE INC	COM	56804T106	72	40,000	SH		SOLE		40,000	0	0
MARRIOTT INTL INC NEW	CL A	571903202	11,217	119,100	SH		SOLE		119,100	0	0
MARSH & MCLENNAN COS INC	COM	571748102	31,108	421,000	SH		SOLE		421,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	108,034	495,000	SH		SOLE		495,000	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	73,668	655,000	SH		SOLE		655,000	0	0
MATTEL INC	COM	577081102	32,013	1,250,000	SH		SOLE		1,250,000	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	11,706	120,000	SH		SOLE		120,000	0	0
MCDONALDS CORP	COM	580135101	54,166	417,913	SH		SOLE		417,913	0	0
MCKESSON CORP	COM	58155Q103	58,562	395,000	SH		SOLE		395,000	0	0
MDU RES GROUP INC	COM	552690109	2,737	100,000	SH		SOLE		100,000	0	0
MEAD JOHNSON NUTRITION CO	COM	582839106	8,109	91,026	SH		SOLE		91,026	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	5,091	395,000	SH		SOLE		395,000	0	0
MEDTRONIC PLC	SHS	G5960L103	63,141	783,780	SH		SOLE		783,780	0	0
MERCADOLIBRE INC	COM	58733R102	11,408	53,945	SH		SOLE		53,945	0	0
MERCANTILE BANK CORP	COM	587376104	1,628	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC	COM	58933Y105	238,275	3,750,000	SH		SOLE		3,750,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	690	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R108	78,438	1,485,000	SH		SOLE		1,485,000	0	0
MGM GROWTH PPTYS LLC	CL A COM	55303A105	2,597	96,000	SH		SOLE		96,000	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	19,180	700,000	SH		SOLE		700,000	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	23,241	315,000	SH		SOLE		315,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	62,713	2,170,000	SH		SOLE		2,170,000	0	0
MICROSEMI CORP	COM	595137100	15,459	300,000	SH		SOLE		300,000	0	0
MICROSOFT CORP	COM	594918104	604,193	9,173,900	SH		SOLE		9,173,900	0	0
MICROSTRATEGY INC	CL A NEW	594972408	2,817	15,000	SH		SOLE		15,000	0	0
MID AMER APT CMNTYS INC	COM	59522J103	13,262	130,350	SH		SOLE		130,350	0	0
MIDDLESEX WATER CO	COM	596680108	924	25,000	SH		SOLE		25,000	0	0
MIMECAST LTD	ORD SHS	G14838109	291	13,002	SH		SOLE		13,002	0	0
MOBILE TELESYSTEMS PJSC	SPONSORED ADR	607409109	2,711	245,779	SH		SOLE		245,779	0	0
MOBILEYE N V AMSTELVEEN	ORD SHS	N51488117	8,584	139,800	SH		SOLE		139,800	0	0
MOHAWK INDS INC	COM	608190104	15,663	68,250	SH		SOLE		68,250	0	0
MONDELEZ INTL INC	CL A	609207105	88,881	2,063,163	SH		SOLE		2,063,163	0	0
MONMOUTH REAL ESTATE INVT CO	CL A	609720107	1,142	80,000	SH		SOLE		80,000	0	0
MONSANTO CO NEW	COM	61166W101	100,748	890,000	SH		SOLE		890,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	47,555	1,030,000	SH		SOLE		1,030,000	0	0
MORGAN STANLEY	COM NEW	617446448	70,686	1,650,000	SH		SOLE		1,650,000	0	0
MORGAN STANLEY INDIA INVS FD	COM	61745C105	15,392	488,333	SH		SOLE		488,333	0	0
MOSAIC CO NEW	COM	61945C103	292	10,000	SH		SOLE		10,000	0	0
MOTORCAR PTS AMER INC	COM	620071100	5,378	175,000	SH		SOLE		175,000	0	0
MPLX LP	COM UNIT REP LTD	55336V100	10,157	281,500	SH		SOLE		281,500	0	0
MSA SAFETY INC	COM	553498106	12,017	170,000	SH		SOLE		170,000	0	0
MSCI INC	COM	55354G100	4,860	50,000	SH		SOLE		50,000	0	0
MURPHY OIL CORP	COM	626717102	5,146	180,000	SH		SOLE		180,000	0	0
MYLAN N V	SHS EURO	N59465109	8,705	223,255	SH		SOLE		223,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	5,489	420,000	SH		SOLE		420,000	0	0
NASDAQ INC	COM	631103108	1,528	22,000	SH		SOLE		22,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	14,272	1,130,000	SH		SOLE		1,130,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	3,100	52,000	SH		SOLE		52,000	0	0
NATIONAL INSTRS CORP	COM	636518102	4,148	127,400	SH		SOLE		127,400	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	11,426	285,000	SH		SOLE		285,000	0	0
NAVIOS MARITIME HOLDINGS INC	COM	Y62196103	136	72,800	SH		SOLE		72,800	0	0
NEKTAR THERAPEUTICS	COM	640268108	2,464	105,000	SH		SOLE		105,000	0	0
NETEASE INC	SPONSORED ADR	64110W102	42,803	150,714	SH		SOLE		150,714	0	0
NETFLIX INC	COM	64110L106	8,869	60,000	SH		SOLE		60,000	0	0
NETSCOUT SYS INC	COM	64115T104	6,072	160,000	SH		SOLE		160,000	0	0
NEW HOME CO INC	COM	645370107	575	55,000	SH		SOLE		55,000	0	0
NEW JERSEY RES	COM	646025106	1,386	35,000	SH		SOLE		35,000	0	0
NEW MTN FIN CORP	COM	647551100	6,333	425,000	SH		SOLE		425,000	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	10,103	167,315	SH		SOLE		167,315	0	0
NEW RESIDENTIAL INVT CORP	COM NEW	64828T201	4,389	258,500	SH		SOLE		258,500	0	0
NEW SR INVT GROUP INC	COM	648691103	2,806	275,000	SH		SOLE		275,000	0	0
NEW YORK REIT INC	COM	64976L109	1,841	190,000	SH		SOLE		190,000	0	0
NEWELL BRANDS INC	COM	651229106	64,187	1,360,763	SH		SOLE		1,360,763	0	0
NEWFIELD EXPL CO	COM	651290108	4,429	120,000	SH		SOLE		120,000	0	0
NEWMONT MINING CORP	COM	651639106	9,064	275,000	SH		SOLE		275,000	0	0
NEWPARK RES INC	COM PAR $.01NEW	651718504	1,782	220,000	SH		SOLE		220,000	0	0
NEWS CORP NEW	CL A	65249B109	2,925	225,000	SH		SOLE		225,000	0	0
NEXPOINT RESIDENTIAL TR INC	COM	65341D102	1,752	72,500	SH		SOLE		72,500	0	0
NEXTERA ENERGY INC	COM	65339F101	103,980	810,000	SH		SOLE		810,000	0	0
NIC INC	COM	62914B100	7,698	381,100	SH		SOLE		381,100	0	0
NIELSEN HLDGS PLC	SHS EUR	G6518L108	1,698	41,100	SH		SOLE		41,100	0	0
NIKE INC	CL B	654106103	20,481	367,500	SH		SOLE		367,500	0	0
NISOURCE INC	COM	65473P105	3,687	155,000	SH		SOLE		155,000	0	0
NOBLE CORP PLC	SHS USD	G65431101	1,795	290,000	SH		SOLE		290,000	0	0
NOBLE ENERGY INC	COM	655044105	6,971	203,000	SH		SOLE		203,000	0	0
NOBLE MIDSTREAM PARTNERS LP	COM UNIT REPST	65506L105	349	6,700	SH		SOLE		6,700	0	0
NORTHERN TR CORP	COM	665859104	13,853	160,000	SH		SOLE		160,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	15,460	65,000	SH		SOLE		65,000	0	0
NOVA MEASURING INSTRUMENTS L	COM	M7516K103	187	10,074	SH		SOLE		10,074	0	0
NRG ENERGY INC	COM NEW	629377508	3,740	200,000	SH		SOLE		200,000	0	0
NUANCE COMMUNICATIONS INC	COM	67020Y100	17,310	1,000,000	SH		SOLE		1,000,000	0	0
NUMEREX CORP PA	CL A	67053A102	286	60,000	SH		SOLE		60,000	0	0
NUTANIX INC	CL A	67059N108	11,262	600,000	SH		SOLE		600,000	0	0
NUVECTRA CORP	COM	67075N108	273	40,000	SH		SOLE		40,000	0	0
NVE CORP	COM NEW	629445206	1,656	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G104	56,643	520,000	SH		SOLE		520,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	93,000	898,547	SH		SOLE		898,547	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	6,341	23,500	SH		SOLE		23,500	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	27,562	435,000	SH		SOLE		435,000	0	0
OCEANEERING INTL INC	COM	675232102	839	31,000	SH		SOLE		31,000	0	0
OCH ZIFF CAP MGMT GROUP	CL A	67551U105	4,294	1,900,000	SH		SOLE		1,900,000	0	0
OGE ENERGY CORP	COM	670837103	3,498	100,000	SH		SOLE		100,000	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	5,134	60,000	SH		SOLE		60,000	0	0
OLLIES BARGAIN OUTLT HLDGS I	COM	681116109	5,209	155,500	SH		SOLE		155,500	0	0
OMEGA HEALTHCARE INVS INC	COM	681936100	4,273	129,500	SH		SOLE		129,500	0	0
OMNICOM GROUP INC	COM	681919106	12,069	140,000	SH		SOLE		140,000	0	0
ONEOK INC NEW	COM	682680103	60,984	1,100,000	SH		SOLE		1,100,000	0	0
ONEOK PARTNERS LP	UNIT LTD PARTN	68268N103	5,653	104,700	SH		SOLE		104,700	0	0
ORACLE CORP	COM	68389X105	54,683	1,225,800	SH		SOLE		1,225,800	0	0
ORBITAL ATK INC	COM	68557N103	32,487	331,500	SH		SOLE		331,500	0	0
ORBOTECH LTD	ORD	M75253100	1,275	39,536	SH		SOLE		39,536	0	0
OSI SYSTEMS INC	COM	671044105	3,555	48,700	SH		SOLE		48,700	0	0
OXFORD INDS INC	COM	691497309	573	10,000	SH		SOLE		10,000	0	0
P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR	715684106	19,590	628,500	SH		SOLE		628,500	0	0
PALO ALTO NETWORKS INC	COM	697435105	38,311	340,000	SH		SOLE		340,000	0	0
PAMPA ENERGIA S A	SPONS ADR LVL I	697660207	3,414	62,950	SH		SOLE		62,950	0	0
PARAMOUNT GROUP INC	COM	69924R108	648	40,000	SH		SOLE		40,000	0	0
PARK HOTELS RESORTS INC	COM	700517105	5,467	212,963	SH		SOLE		212,963	0	0
PARKE BANCORP INC	COM	700885106	2,439	114,241	SH		SOLE		114,241	0	0
PARKWAY INC	COM	70156Q107	696	35,000	SH		SOLE		35,000	0	0
PATRICK INDS INC	COM	703343103	26,233	370,000	SH		SOLE		370,000	0	0
PATTERSON UTI ENERGY INC	COM	703481101	2,937	121,000	SH		SOLE		121,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	41,721	969,800	SH		SOLE		969,800	0	0
PDL BIOPHARMA INC	COM	69329Y104	284	125,000	SH		SOLE		125,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	10,852	371,500	SH		SOLE		371,500	0	0
PENNSYLVANIA RL ESTATE INVT	SH BEN INT	709102107	1,552	102,500	SH		SOLE		102,500	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	7,244	154,750	SH		SOLE		154,750	0	0
PEPSICO INC	COM	713448108	172,220	1,539,600	SH		SOLE		1,539,600	0	0
PERKINELMER INC	COM	714046109	4,645	80,000	SH		SOLE		80,000	0	0
PERRIGO CO PLC	SHS	G97822103	29,876	450,000	SH		SOLE		450,000	0	0
PETROLEO BRASILEIRO SA PETRO	SP ADR NON VTG	71654V101	1,360	147,555	SH		SOLE		147,555	0	0
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	71654V408	5,009	516,944	SH		SOLE		516,944	0	0
PETROQUEST ENERGY INC	COM NEW	716748306	72	26,291	SH		SOLE		26,291	0	0
PFIZER INC	COM	717081103	171,469	5,012,236	SH		SOLE		5,012,236	0	0
PG&E CORP	COM	69331C108	13,272	200,000	SH		SOLE		200,000	0	0
PHARMERICA CORP	COM	71714F104	351	15,000	SH		SOLE		15,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	176,801	1,566,000	SH		SOLE		1,566,000	0	0
PHILLIPS 66	COM	718546104	17,032	215,000	SH		SOLE		215,000	0	0
PHILLIPS 66 PARTNERS LP	COM UNIT REP INT	718549207	4,369	85,080	SH		SOLE		85,080	0	0
PHYSICIANS RLTY TR	COM	71943U104	13,770	693,000	SH		SOLE		693,000	0	0
PIER 1 IMPORTS INC	COM	720279108	1,289	180,000	SH		SOLE		180,000	0	0
PIMCO DYNMIC CREDIT AND MRT	COM SHS	72202D106	3,752	175,000	SH		SOLE		175,000	0	0
PINNACLE WEST CAP CORP	COM	723484101	3,752	45,000	SH		SOLE		45,000	0	0
PIONEER NAT RES CO	COM	723787107	15,085	81,000	SH		SOLE		81,000	0	0
PITNEY BOWES INC	COM	724479100	11,818	901,446	SH		SOLE		901,446	0	0
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	726503105	12,069	381,800	SH		SOLE		381,800	0	0
PLAINS GP HLDGS L P	LTD PARTNR INT A	72651A207	966	30,900	SH		SOLE		30,900	0	0
PLANET FITNESS INC	CL A	72703H101	2,987	155,000	SH		SOLE		155,000	0	0
PLDT INC	SPONSORED ADR	69344D408	9,104	283,100	SH		SOLE		283,100	0	0
PNC FINL SVCS GROUP INC	COM	693475105	119,883	997,031	SH		SOLE		997,031	0	0
PPG INDS INC	COM	693506107	38,880	370,000	SH		SOLE		370,000	0	0
PPL CORP	COM	69351T106	28,977	775,000	SH		SOLE		775,000	0	0
PRAXAIR INC	COM	74005P104	16,604	140,000	SH		SOLE		140,000	0	0
PREFERRED APT CMNTYS INC	COM	74039L103	4,888	370,000	SH		SOLE		370,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	10,188	149,500	SH		SOLE		149,500	0	0
PRIMERICA INC	COM	74164M108	31,236	380,000	SH		SOLE		380,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	192,184	2,138,945	SH		SOLE		2,138,945	0	0
PROGRESSIVE CORP OHIO	COM	743315103	11,754	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	40,207	775,000	SH		SOLE		775,000	0	0
PROS HOLDINGS INC	COM	74346Y103	5,406	223,500	SH		SOLE		223,500	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	1,293	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	122,629	1,149,500	SH		SOLE		1,149,500	0	0
PTC INC	COM	69370C100	88,285	1,680,000	SH		SOLE		1,680,000	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	12,862	290,000	SH		SOLE		290,000	0	0
PUMA BIOTECHNOLOGY INC	COM	74587V107	961	25,833	SH		SOLE		25,833	0	0
PVH CORP	COM	693656100	3,777	36,500	SH		SOLE		36,500	0	0
QEP RES INC	COM	74733V100	2,034	160,000	SH		SOLE		160,000	0	0
QIWI PLC	SPON ADR REP B	74735M108	209	12,200	SH		SOLE		12,200	0	0
QORVO INC	COM	74736K101	23,310	340,000	SH		SOLE		340,000	0	0
QTS RLTY TR INC	COM CL A	74736A103	6,508	133,500	SH		SOLE		133,500	0	0
QUALCOMM INC	COM	747525103	86,297	1,505,000	SH		SOLE		1,505,000	0	0
QUANTA SVCS INC	COM	74762E102	3,711	100,000	SH		SOLE		100,000	0	0
QUANTENNA COMMUNICATIONS INC	COM	74766D100	1,250	60,000	SH		SOLE		60,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	1,473	15,000	SH		SOLE		15,000	0	0
QUINTILES IMS HOLDINGS INC	COM	74876Y101	1,546	19,200	SH		SOLE		19,200	0	0
QUORUM HEALTH CORP	COM	74909E106	365	67,185	SH		SOLE		67,185	0	0
RANGE RES CORP	COM	75281A109	25,463	875,000	SH		SOLE		875,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	53,382	700,000	SH		SOLE		700,000	0	0
RAYONIER INC	COM	754907103	1,417	50,000	SH		SOLE		50,000	0	0
RAYTHEON CO	COM NEW	755111507	48,800	320,000	SH		SOLE		320,000	0	0
REALPAGE INC	COM	75606N109	12,913	370,000	SH		SOLE		370,000	0	0
RED HAT INC	COM	756577102	7,353	85,000	SH		SOLE		85,000	0	0
REDWOOD TR INC	COM	758075402	1,744	105,000	SH		SOLE		105,000	0	0
REGAL ENTMT GROUP	CL A	758766109	7,451	330,000	SH		SOLE		330,000	0	0
REGENCY CTRS CORP	COM	758849103	9,105	137,150	SH		SOLE		137,150	0	0
REINSURANCE GROUP AMER INC	COM NEW	759351604	4,479	35,272	SH		SOLE		35,272	0	0
RESMED INC	COM	761152107	2,245	31,200	SH		SOLE		31,200	0	0
RETAIL OPPORTUNITY INVTS COR	COM	76131N101	15,772	750,000	SH		SOLE		750,000	0	0
REVANCE THERAPEUTICS INC	COM	761330109	541	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	11,485	510,000	SH		SOLE		510,000	0	0
REXNORD CORP NEW	COM	76169B102	41,544	1,800,000	SH		SOLE		1,800,000	0	0
REYNOLDS AMERICAN INC	COM	761713106	41,971	666,000	SH		SOLE		666,000	0	0
RH	COM	74967X103	2,771	59,900	SH		SOLE		59,900	0	0
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	2,814	850,000	SH		SOLE		850,000	0	0
RITE AID CORP	COM	767754104	17,425	4,100,000	SH		SOLE		4,100,000	0	0
ROBERT HALF INTL INC	COM	770323103	2,842	58,200	SH		SOLE		58,200	0	0
ROCKWELL AUTOMATION INC	COM	773903109	12,457	80,000	SH		SOLE		80,000	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	4,908	315,000	SH		SOLE		315,000	0	0
ROYAL BK OF SCOTLAND PLC	DEBT 7.500%12/3	780099CJ4	1,677	1,700,000	SH		SOLE		1,700,000	0	0
ROYAL BK OF SCOTLAND PLC	NOTE 8.000%12/3	780099CK1	199	200,000	SH		SOLE		200,000	0	0
ROYAL BK SCOTLAND GROUP PLC	SP ADR PREF S	780097739	1,917	75,636	SH		SOLE		75,636	0	0
ROYAL BK SCOTLAND GROUP PLC	NOTE 8.625%12/3	780097BB6	209	200,000	SH		SOLE		200,000	0	0
RPM INTL INC	COM	749685103	30,267	550,000	SH		SOLE		550,000	0	0
RYDER SYS INC	COM	783549108	2,263	30,000	SH		SOLE		30,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	9,482	339,500	SH		SOLE		339,500	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	3,175	250,000	SH		SOLE		250,000	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	3,982	78,000	SH		SOLE		78,000	0	0
SALESFORCE COM INC	COM	79466L302	47,853	580,100	SH		SOLE		580,100	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	20,463	170,000	SH		SOLE		170,000	0	0
SCANA CORP NEW	COM	80589M102	4,901	75,000	SH		SOLE		75,000	0	0
SCHEIN HENRY INC	COM	806407102	9,348	55,000	SH		SOLE		55,000	0	0
SCHLUMBERGER LTD	COM	806857108	13,561	173,640	SH		SOLE		173,640	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	19,181	470,000	SH		SOLE		470,000	0	0
SEALED AIR CORP NEW	COM	81211K100	5,448	125,000	SH		SOLE		125,000	0	0
SEAWORLD ENTMT INC	COM	81282V100	48,233	2,640,000	SH		SOLE		2,640,000	0	0
SELECT INCOME REIT	COM SH BEN INT	81618T100	1,032	40,000	SH		SOLE		40,000	0	0
SEMPRA ENERGY	COM	816851109	13,260	120,000	SH		SOLE		120,000	0	0
SEQUENTIAL BRNDS GROUP INC N	COM	81734P107	6,443	1,656,200	SH		SOLE		1,656,200	0	0
SERVICENOW INC	COM	81762P102	6,998	80,000	SH		SOLE		80,000	0	0
SHELL MIDSTREAM PARTNERS L P	UNIT LTD INT	822634101	3,304	102,500	SH		SOLE		102,500	0	0
SHOPIFY INC	CL A	82509L107	1,937	28,449	SH		SOLE		28,449	0	0
SI FINL GROUP INC MD	COM	78425V104	379	26,943	SH		SOLE		26,943	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	7,123	48,000	SH		SOLE		48,000	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	5,472	79,000	SH		SOLE		79,000	0	0
SILICONWARE PRECISION INDS L	SPONSD ADR SPL	827084864	597	73,800	SH		SOLE		73,800	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	87,460	508,405	SH		SOLE		508,405	0	0
SINA CORP	ORD	G81477104	714	9,900	SH		SOLE		9,900	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	4,658	115,000	SH		SOLE		115,000	0	0
SKECHERS U S A INC	CL A	830566105	5,564	202,700	SH		SOLE		202,700	0	0
SL GREEN RLTY CORP	COM	78440X101	19,005	178,250	SH		SOLE		178,250	0	0
SM ENERGY CO	COM	78454L100	721	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	8,462	64,556	SH		SOLE		64,556	0	0
SNYDERS-LANCE INC	COM	833551104	4,434	110,000	SH		SOLE		110,000	0	0
SOCIEDAD QUIMICA MINERA DE C	SPON ADR SER B	833635105	698	20,300	SH		SOLE		20,300	0	0
SODASTREAM INTERNATIONAL LTD	USD SHS	M9068E105	1,211	25,001	SH		SOLE		25,001	0	0
SONIC AUTOMOTIVE INC	CL A	83545G102	602	30,000	SH		SOLE		30,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	1,783	50,000	SH		SOLE		50,000	0	0
SOUTHERN CO	COM	842587107	30,864	620,000	SH		SOLE		620,000	0	0
SOUTHERN COPPER CORP	COM	84265V105	3,111	86,681	SH		SOLE		86,681	0	0
SOUTHWEST AIRLS CO	COM	844741108	109,402	2,035,000	SH		SOLE		2,035,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	2,206	270,000	SH		SOLE		270,000	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	121,094	1,020,000	SH		SOLE		1,020,000	0	0
SPECTRA ENERGY PARTNERS LP	COM	84756N109	3,750	85,900	SH		SOLE		85,900	0	0
SPIRIT AIRLS INC	COM	848577102	11,675	220,000	SH		SOLE		220,000	0	0
SPIRIT RLTY CAP INC NEW	COM	84860W102	3,931	388,000	SH		SOLE		388,000	0	0
SPRINT CORP	COM SER 1	85207U105	29,512	3,400,000	SH		SOLE		3,400,000	0	0
STAG INDL INC	COM	85254J102	8,144	325,500	SH		SOLE		325,500	0	0
STAMPS COM INC	COM NEW	852857200	3,551	30,000	SH		SOLE		30,000	0	0
STANDARD CHARTERED PLC	DEBT 7.500%12/3	G84228CQ9	357	346,000	SH		SOLE		346,000	0	0
STAR BULK CARRIERS CORP	SHS PAR	Y8162K204	380	31,980	SH		SOLE		31,980	0	0
STARBUCKS CORP	COM	855244109	40,873	700,000	SH		SOLE		700,000	0	0
STARWOOD PPTY TR INC	COM	85571B105	9,551	423,000	SH		SOLE		423,000	0	0
STATE STR CORP	COM	857477103	22,291	280,000	SH		SOLE		280,000	0	0
STEELCASE INC	CL A	858155203	1,122	67,000	SH		SOLE		67,000	0	0
STERICYCLE INC	COM	858912108	10,776	130,000	SH		SOLE		130,000	0	0
STIFEL FINL CORP	COM	860630102	18,068	360,000	SH		SOLE		360,000	0	0
STRYKER CORP	COM	863667101	4,608	35,000	SH		SOLE		35,000	0	0
SUMMER INFANT INC	COM	865646103	1,041	548,000	SH		SOLE		548,000	0	0
SUMMIT MATLS INC	CL A	86614U100	15,716	636,027	SH		SOLE		636,027	0	0
SUMMIT MIDSTREAM PARTNERS LP	COM UNIT LTD	866142102	1,658	69,100	SH		SOLE		69,100	0	0
SUN CMNTYS INC	COM	866674104	19,922	248,000	SH		SOLE		248,000	0	0
SUNOCO LOGISTICS PRTNRS L P	COM UNITS	86764L108	5,441	222,800	SH		SOLE		222,800	0	0
SUNOCO LP	COM U REP LP	86765K109	1,112	46,000	SH		SOLE		46,000	0	0
SUNSTONE HOTEL INVS INC NEW	COM	867892101	1,312	85,584	SH		SOLE		85,584	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	2,139	150,000	SH		SOLE		150,000	0	0
SUTHERLAND ASSET MGMT CORP M	COM	86933G105	1,792	124,000	SH		SOLE		124,000	0	0
SVB FINL GROUP	COM	78486Q101	37,032	199,000	SH		SOLE		199,000	0	0
SYMANTEC CORP	COM	871503108	7,363	240,000	SH		SOLE		240,000	0	0
SYNCHRONY FINL	COM	87165B103	36,277	1,057,648	SH		SOLE		1,057,648	0	0
SYNOPSYS INC	COM	871607107	10,870	150,700	SH		SOLE		150,700	0	0
SYSCO CORP	COM	871829107	17,289	333,000	SH		SOLE		333,000	0	0
TAILORED BRANDS INC	COM	87403A107	971	65,000	SH		SOLE		65,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADR	874039100	139,055	4,234,271	SH		SOLE		4,234,271	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	1,689	28,500	SH		SOLE		28,500	0	0
TAL ED GROUP	ADS REPSTG COM	874080104	6,308	59,186	SH		SOLE		59,186	0	0
TALLGRASS ENERGY PARTNERS LP	COM UNIT	874697105	4,325	81,300	SH		SOLE		81,300	0	0
TARGET CORP	COM	87612E106	19,586	354,880	SH		SOLE		354,880	0	0
TASEKO MINES LTD	COM	876511106	38	29,032	SH		SOLE		29,032	0	0
TATA MTRS LTD	SPONSORED ADR	876568502	2,760	77,405	SH		SOLE		77,405	0	0
TAUBMAN CTRS INC	COM	876664103	660	10,000	SH		SOLE		10,000	0	0
TC PIPELINES LP	UT COM LTD PRT	87233Q108	1,420	23,800	SH		SOLE		23,800	0	0
TCP CAP CORP	COM	87238Q103	6,097	350,000	SH		SOLE		350,000	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	14,761	198,000	SH		SOLE		198,000	0	0
TELEFONICA BRASIL SA	SPONSORED ADR	87936R106	8,874	597,559	SH		SOLE		597,559	0	0
TEMPUR SEALY INTL INC	COM	88023U101	465	10,000	SH		SOLE		10,000	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	20,588	1,162,500	SH		SOLE		1,162,500	0	0
TERRENO RLTY CORP	COM	88146M101	5,040	180,000	SH		SOLE		180,000	0	0
TESORO LOGISTICS LP	COM UNIT LP	88160T107	3,960	72,700	SH		SOLE		72,700	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADR	881624209	18,545	577,900	SH		SOLE		577,900	0	0
TEXAS INSTRS INC	COM	882508104	53,170	660,000	SH		SOLE		660,000	0	0
TEXTRON INC	COM	883203101	5,949	125,000	SH		SOLE		125,000	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	5,908	160,459	SH		SOLE		160,459	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	13,056	85,000	SH		SOLE		85,000	0	0
THOR INDS INC	COM	885160101	41,336	430,000	SH		SOLE		430,000	0	0
TIER REIT INC	COM NEW	88650V208	946	54,500	SH		SOLE		54,500	0	0
TIME INC NEW	COM	887228104	7,740	400,000	SH		SOLE		400,000	0	0
TIME WARNER INC	COM NEW	887317303	108,458	1,110,000	SH		SOLE		1,110,000	0	0
TITAN INTL INC ILL	COM	88830M102	5,273	510,000	SH		SOLE		510,000	0	0
TJX COS INC NEW	COM	872540109	23,724	300,000	SH		SOLE		300,000	0	0
TOLL BROTHERS INC	COM	889478103	36,399	1,008,000	SH		SOLE		1,008,000	0	0
TOOTSIE ROLL INDS INC	COM	890516107	3,427	91,741	SH		SOLE		91,741	0	0
TOTAL SYS SVCS INC	COM	891906109	6,731	125,900	SH		SOLE		125,900	0	0
TPG SPECIALTY LENDING INC	COM	87265K102	100,931	4,950,000	SH		SOLE		4,950,000	0	0
TRACTOR SUPPLY CO	COM	892356106	2,586	37,500	SH		SOLE		37,500	0	0
TRANSDIGM GROUP INC	COM	893641100	24,218	110,000	SH		SOLE		110,000	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	2,864	230,000	SH		SOLE		230,000	0	0
TRAVELCENTERS AMER LLC	COM	894174101	9,760	1,600,000	SH		SOLE		1,600,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	18,876	156,595	SH		SOLE		156,595	0	0
TRI POINTE GROUP INC	COM	87265H109	4,117	328,336	SH		SOLE		328,336	0	0
TRIANGLE CAP CORP	COM	895848109	7,636	400,000	SH		SOLE		400,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	23,175	900,000	SH		SOLE		900,000	0	0
TSAKOS ENERGY NAVIGATION LTD	SHS	G9108L108	121	25,300	SH		SOLE		25,300	0	0
TUPPERWARE BRANDS CORP	COM	899896104	6,523	104,000	SH		SOLE		104,000	0	0
TUTOR PERINI CORP	COM	901109108	1,908	60,000	SH		SOLE		60,000	0	0
TWENTY FIRST CENTY FOX INC	CL A	90130A101	3,239	100,000	SH		SOLE		100,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	31,780	1,000,000	SH		SOLE		1,000,000	0	0
TWITTER INC	COM	90184L102	17,940	1,200,000	SH		SOLE		1,200,000	0	0
TYSON FOODS INC	CL A	902494103	37,026	600,000	SH		SOLE		600,000	0	0
U S CONCRETE INC	COM NEW	90333L201	5,810	90,000	SH		SOLE		90,000	0	0
UCP INC	CL A	90265Y106	640	63,034	SH		SOLE		63,034	0	0
ULTA BEAUTY INC	COM	90384S303	8,557	30,000	SH		SOLE		30,000	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	3,374	200,000	SH		SOLE		200,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	637	9,400	SH		SOLE		9,400	0	0
UMH PPTYS INC	COM	903002103	4,670	307,000	SH		SOLE		307,000	0	0
UNDER ARMOUR INC	CL C	904311206	30,378	1,660,000	SH		SOLE		1,660,000	0	0
UNION PAC CORP	COM	907818108	12,816	121,000	SH		SOLE		121,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	6,004	85,000	SH		SOLE		85,000	0	0
UNITED MICROELECTRONICS CORP	SPON ADR NEW	910873405	543	281,200	SH		SOLE		281,200	0	0
UNITED NAT FOODS INC	COM	911163103	4,755	110,000	SH		SOLE		110,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	85,840	800,000	SH		SOLE		800,000	0	0
UNITED RENTALS INC	COM	911363109	30,012	240,000	SH		SOLE		240,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	56,105	500,000	SH		SOLE		500,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	61,476	374,828	SH		SOLE		374,828	0	0
UNITI GROUP INC	COM	91325V108	13,726	531,000	SH		SOLE		531,000	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	18,486	214,700	SH		SOLE		214,700	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	8,089	65,000	SH		SOLE		65,000	0	0
US BANCORP DEL	COM NEW	902973304	49,732	965,671	SH		SOLE		965,671	0	0
VALE S A	ADR	91912E105	3,354	353,056	SH		SOLE		353,056	0	0
VALE S A	ADR REPSTG PFD	91912E204	3,247	361,600	SH		SOLE		361,600	0	0
VALEANT PHARMACEUTICALS INTL	COM	91911K102	221	20,000	SH		SOLE		20,000	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	12,927	195,000	SH		SOLE		195,000	0	0
VALSPAR CORP	COM	920355104	3,883	35,000	SH		SOLE		35,000	0	0
VANECK VECTORS ETF TR	RUSSIA ETF	92189F403	4,903	237,200	SH		SOLE		237,200	0	0
VANECK VECTORS ETF TR	INDIA SMALL CAP	92189F767	3,799	71,738	SH		SOLE		71,738	0	0
VANGUARD INDEX FDS	REIT ETF	922908553	78,461	950,000	SH		SOLE		950,000	0	0
VECTREN CORP	COM	92240G101	1,172	20,000	SH		SOLE		20,000	0	0
VEDANTA LTD	SPONSORED ADR	92242Y100	1,794	104,500	SH		SOLE		104,500	0	0
VENTAS INC	COM	92276F100	18,972	291,700	SH		SOLE		291,700	0	0
VEON LTD	SPONSORED ADR	91822M106	300	73,500	SH		SOLE		73,500	0	0
VEREIT INC	COM	92339V100	2,377	280,000	SH		SOLE		280,000	0	0
VERISIGN INC	COM	92343E102	2,718	31,200	SH		SOLE		31,200	0	0
VERISK ANALYTICS INC	COM	92345Y106	6,086	75,000	SH		SOLE		75,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	186,297	3,821,468	SH		SOLE		3,821,468	0	0
VERSUM MATLS INC	COM	92532W103	2,831	92,500	SH		SOLE		92,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	24,057	220,000	SH		SOLE		220,000	0	0
VIACOM INC NEW	CL B	92553P201	53,613	1,150,000	SH		SOLE		1,150,000	0	0
VIAVI SOLUTIONS INC	COM	925550105	2,144	200,000	SH		SOLE		200,000	0	0
VIPSHOP HLDGS LTD	SPONSORED ADR	92763W103	1,530	114,647	SH		SOLE		114,647	0	0
VISA INC	COM CL A	92826C839	239,061	2,690,000	SH		SOLE		2,690,000	0	0
VISTA OUTDOOR INC	COM	928377100	9,163	445,000	SH		SOLE		445,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	22,158	220,900	SH		SOLE		220,900	0	0
VULCAN MATLS CO	COM	929160109	33,734	280,000	SH		SOLE		280,000	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	36,276	436,800	SH		SOLE		436,800	0	0
WAL-MART STORES INC	COM	931142103	56,871	789,000	SH		SOLE		789,000	0	0
WASHINGTON PRIME GROUP NEW	COM	93964W108	435	50,050	SH		SOLE		50,050	0	0
WASTE MGMT INC DEL	COM	94106L109	14,584	200,000	SH		SOLE		200,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	28,058	450,000	SH		SOLE		450,000	0	0
WAYFAIR INC	CL A	94419L101	16,399	405,000	SH		SOLE		405,000	0	0
WEB COM GROUP INC	COM	94733A104	2,316	120,000	SH		SOLE		120,000	0	0
WEC ENERGY GROUP INC	COM	92939U106	9,240	152,400	SH		SOLE		152,400	0	0
WEIBO CORP	SPONSORED ADR	948596101	555	10,622	SH		SOLE		10,622	0	0
WEIGHT WATCHERS INTL INC NEW	COM	948626106	17,438	1,120,000	SH		SOLE		1,120,000	0	0
WELLS FARGO & CO NEW	COM	949746101	317,874	5,711,000	SH		SOLE		5,711,000	0	0
WELLTOWER INC	COM	95040Q104	21,990	310,500	SH		SOLE		310,500	0	0
WESCO AIRCRAFT HLDGS INC	COM	950814103	627	55,000	SH		SOLE		55,000	0	0
WESTERN DIGITAL CORP	COM	958102105	84,033	1,018,209	SH		SOLE		1,018,209	0	0
WESTERN GAS PARTNERS LP	COM UNIT LP IN	958254104	4,909	81,200	SH		SOLE		81,200	0	0
WESTROCK CO	COM	96145D105	41,104	790,000	SH		SOLE		790,000	0	0
WEYERHAEUSER CO	COM	962166104	79,004	2,325,000	SH		SOLE		2,325,000	0	0
WGL HLDGS INC	COM	92924F106	2,063	25,000	SH		SOLE		25,000	0	0
WHEELER REAL ESTATE INVT TR	COM	963025101	597	345,000	SH		SOLE		345,000	0	0
WHIRLPOOL CORP	COM	963320106	8,181	47,750	SH		SOLE		47,750	0	0
WHITESTONE REIT	COM	966084204	7,328	529,500	SH		SOLE		529,500	0	0
WILLIAMS COS INC DEL	COM	969457100	16,718	565,000	SH		SOLE		565,000	0	0
WILLIAMS PARTNERS L P NEW	COM UNIT LTD PAR	96949L105	8,889	217,700	SH		SOLE		217,700	0	0
WIPRO LTD	SPON ADR 1 SH	97651M109	751	73,400	SH		SOLE		73,400	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	4,000	180,000	SH		SOLE		180,000	0	0
WPX ENERGY INC	COM	98212B103	2,477	185,000	SH		SOLE		185,000	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W108	5,900	70,000	SH		SOLE		70,000	0	0
XCEL BRANDS INC	COM NEW	98400M101	1,429	529,419	SH		SOLE		529,419	0	0
XCEL ENERGY INC	COM	98389B100	10,001	225,000	SH		SOLE		225,000	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	260	65,000	SH		SOLE		65,000	0	0
XL GROUP LTD	COM	G98294104	11,161	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	983772104	6,712	390,000	SH		SOLE		390,000	0	0
YAHOO INC	COM	984332106	1,160	25,000	SH		SOLE		25,000	0	0
YANDEX N V	SHS CLASS A	N97284108	7,473	340,786	SH		SOLE		340,786	0	0
YPF SOCIEDAD ANONIMA	SPON ADR CL D	984245100	24,720	1,018,100	SH		SOLE		1,018,100	0	0
YUM BRANDS INC	COM	988498101	7,221	113,000	SH		SOLE		113,000	0	0
YUM CHINA HLDGS INC	COM	98850P109	2,413	88,737	SH		SOLE		88,737	0	0
YY INC	ADS REPCOM CLA	98426T106	230	4,983	SH		SOLE		4,983	0	0
ZIMMER BIOMET HLDGS INC	COM	98956P102	7,388	60,500	SH		SOLE		60,500	0	0
ZOETIS INC	CL A	98978V103	64,217	1,203,234	SH		SOLE		1,203,234	0	0
ZTO EXPRESS CAYMAN INC	SPONSORED ADR	98980A105	2,440	186,401	SH		SOLE		186,401	0	0
ZYNGA INC	CL A	98986T108	3,675	1,289,300	SH		SOLE		1,289,300	0	0