MUFG Securities EMEA 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
Schlumberger Ltd	COM	806857108	2,170	118,000	SH		SOLE	NONE	118,000	0	0
Arch Capital Group Ltd	COM	G0450A105	716	25,000	SH		SOLE	NONE	25,000	0	0
Assured Guaranty Ltd	COM	G0585R106	6,542	268,000	SH		SOLE	NONE	268,000	0	0
Athene Holding Ltd	COM	G0684D107	20,118	645,000	SH		SOLE	NONE	645,000	0	0
Bunge Ltd	COM	G16962105	124	3,008	SH		SOLE	NONE	3,008	0	0
Genpact Ltd	COM	G3922B107	2,721	74,500	SH		SOLE	NONE	74,500	0	0
IHS Markit Ltd	COM	G47567105	63,345	839,000	SH		SOLE	NONE	839,000	0	0
RenaissanceRe Holdings Ltd	COM	G7496G103	1,197	7,000	SH		SOLE	NONE	7,000	0	0
BCE Inc	COM	05534B760	41,770	1,000,000	SH		SOLE	NONE	1,000,000	0	0
Bank of Montreal	COM	063671101	40,583	765,000	SH		SOLE	NONE	765,000	0	0
Canadian National Railway Co	COM	136375102	70,856	800,000	SH		SOLE	NONE	800,000	0	0
Canadian Natural Resources Ltd	COM	136385101	40,089	2,300,000	SH		SOLE	NONE	2,300,000	0	0
Magna International Inc	COM	559222401	40,122	901,000	SH		SOLE	NONE	901,000	0	0
Manulife Financial Corp	COM	56501R106	54,480	4,000,000	SH		SOLE	NONE	4,000,000	0	0
Rogers Communications Inc	COM	775109200	40,190	1,000,000	SH		SOLE	NONE	1,000,000	0	0
Royal Bank of Canada	COM	780087102	69,156	1,020,000	SH		SOLE	NONE	1,020,000	0	0
Shopify Inc	COM	82509L107	54,913	57,852	SH		SOLE	NONE	57,852	0	0
Sun Life Financial Inc	COM	866796105	47,775	1,300,000	SH		SOLE	NONE	1,300,000	0	0
Waste Connections Inc	COM	94106B101	3,752	40,000	SH		SOLE	NONE	40,000	0	0
Transocean Ltd	COM	H8817H100	195	106,722	SH		SOLE	NONE	106,722	0	0
Deutsche Bank AG	COM	D18190898	14,280	1,500,000	SH		SOLE	NONE	1,500,000	0	0
Amdocs Ltd	COM	G02602103	15,037	247,000	SH		SOLE	NONE	247,000	0	0
International Game Technology	COM	G4863A108	603	67,750	SH		SOLE	NONE	67,750	0	0
Nielsen Holdings PLC	COM	G6518L108	37,596	2,530,000	SH		SOLE	NONE	2,530,000	0	0
Atlassian Corp PLC	COM	G06242104	29,023	161,000	SH		SOLE	NONE	161,000	0	0
Eaton Corp PLC	COM	G29183103	1,490	17,028	SH		SOLE	NONE	17,028	0	0
Willis Towers Watson PLC	COM	G96629103	9,848	50,000	SH		SOLE	NONE	50,000	0	0
Trane Technologies PLC	COM	G8994E103	1,890	21,242	SH		SOLE	NONE	21,242	0	0
Medtronic PLC	COM	G5960L103	62,815	685,000	SH		SOLE	NONE	685,000	0	0
Johnson Controls International	COM	G51502105	61,134	1,790,700	SH		SOLE	NONE	1,790,700	0	0
CyberArk Software Ltd	COM	M2682V108	804	8,104	SH		SOLE	NONE	8,104	0	0
Mylan NV	COM	N59465109	3,004	186,800	SH		SOLE	NONE	186,800	0	0
Aflac Inc	COM	001055102	6,305	175,000	SH		SOLE	NONE	175,000	0	0
AT&T Inc	COM	00206R102	1,914	63,299	SH		SOLE	NONE	63,299	0	0
AbbVie Inc	COM	00287Y109	48,702	496,044	SH		SOLE	NONE	496,044	0	0
Activision Blizzard Inc	COM	00507V109	7,089	93,400	SH		SOLE	NONE	93,400	0	0
Adobe Inc	COM	00724F101	12,384	28,448	SH		SOLE	NONE	28,448	0	0
AECOM	COM	00766T100	9,723	258,737	SH		SOLE	NONE	258,737	0	0
Advanced Micro Devices Inc	COM	007903107	9,963	189,381	SH		SOLE	NONE	189,381	0	0
Air Products and Chemicals Inc	COM	009158106	13,280	55,000	SH		SOLE	NONE	55,000	0	0
Alaska Air Group Inc	COM	011659109	1,704	47,000	SH		SOLE	NONE	47,000	0	0
Albemarle Corp	COM	012653101	5,642	73,067	SH		SOLE	NONE	73,067	0	0
Alibaba Group Holding Ltd	ADR	01609W102	142	660	SH		SOLE	NONE	660	0	0
Align Technology Inc	COM	016255101	4,220	15,377	SH		SOLE	NONE	15,377	0	0
Alleghany Corp	COM	017175100	440	900	SH		SOLE	NONE	900	0	0
Ally Financial Inc	COM	02005N100	21,238	1,071,000	SH		SOLE	NONE	1,071,000	0	0
Alphabet Inc	COM	02079K107	160,344	113,429	SH		SOLE	NONE	113,429	0	0
Alphabet Inc	COM	02079K305	169,562	119,574	SH		SOLE	NONE	119,574	0	0
Altice USA Inc	COM	02156K103	20,671	917,100	SH		SOLE	NONE	917,100	0	0
Altria Group Inc	COM	02209S103	12,168	310,000	SH		SOLE	NONE	310,000	0	0
Amazon.com Inc	COM	023135106	902,901	327,278	SH		SOLE	NONE	327,278	0	0
Amazon.com Inc	COM	023135106	18,208	6,600	SH		SOLE	NONE	6,600	0	0
AMERCO	COM	023586100	907	3,000	SH		SOLE	NONE	3,000	0	0
American Electric Power Co Inc	COM	025537101	5,575	70,000	SH		SOLE	NONE	70,000	0	0
American Express Co	COM	025816109	15,232	160,000	SH		SOLE	NONE	160,000	0	0
Amgen Inc	COM	031162100	42,219	179,000	SH		SOLE	NONE	179,000	0	0
Analog Devices Inc	COM	032654105	4,145	33,800	SH		SOLE	NONE	33,800	0	0
Anaplan Inc	COM	03272L108	20,390	450,000	SH		SOLE	NONE	450,000	0	0
Anthem Inc	COM	036752103	69,427	264,000	SH		SOLE	NONE	264,000	0	0
Apple Inc	COM	037833100	321,970	882,592	SH		SOLE	NONE	882,592	0	0
Applied Materials Inc	COM	038222105	17,887	295,902	SH		SOLE	NONE	295,902	0	0
Aramark	COM	03852U106	12,820	568,000	SH		SOLE	NONE	568,000	0	0
Arista Networks Inc	COM	040413106	2,321	11,052	SH		SOLE	NONE	11,052	0	0
Arrow Electronics Inc	COM	042735100	4,382	63,800	SH		SOLE	NONE	63,800	0	0
Ashland Global Holdings Inc	COM	044186104	18,657	270,000	SH		SOLE	NONE	270,000	0	0
Associated Banc-Corp	COM	045487105	1,778	130,000	SH		SOLE	NONE	130,000	0	0
Assurant Inc	COM	04621X108	8,057	78,000	SH		SOLE	NONE	78,000	0	0
Autodesk Inc	COM	052769106	26,311	110,000	SH		SOLE	NONE	110,000	0	0
BGC Partners Inc	COM	05541T101	2,255	823,000	SH		SOLE	NONE	823,000	0	0
Baidu Inc	ADR	056752108	1,048	8,740	SH		SOLE	NONE	8,740	0	0
Ball Corp	COM	058498106	41,694	600,000	SH		SOLE	NONE	600,000	0	0
Bank of America Corp	COM	060505104	79,532	3,348,712	SH		SOLE	NONE	3,348,712	0	0
Bank of New York Mellon Corp/T	COM	064058100	8,007	207,162	SH		SOLE	NONE	207,162	0	0
Baxter International Inc	COM	071813109	8,610	100,000	SH		SOLE	NONE	100,000	0	0
Becton Dickinson and Co	COM	075887109	2,913	12,175	SH		SOLE	NONE	12,175	0	0
W R Berkley Corp	COM	084423102	5,729	100,000	SH		SOLE	NONE	100,000	0	0
Berkshire Hathaway Inc	COM	084670702	30,347	170,000	SH		SOLE	NONE	170,000	0	0
Berry Global Group Inc	COM	08579W103	7,534	170,000	SH		SOLE	NONE	170,000	0	0
Beyond Meat Inc	COM	08862E109	8,028	59,918	SH		SOLE	NONE	59,918	0	0
Bio-Rad Laboratories Inc	COM	090572207	2,709	6,000	SH		SOLE	NONE	6,000	0	0
Biogen Inc	COM	09062X103	20,049	74,934	SH		SOLE	NONE	74,934	0	0
Black Knight Inc	COM	09215C105	1,451	20,000	SH		SOLE	NONE	20,000	0	0
BlackRock Inc	COM	09247X101	326	600	SH		SOLE	NONE	600	0	0
H&R Block Inc	COM	093671105	2,456	172,000	SH		SOLE	NONE	172,000	0	0
Boeing Co/The	COM	097023105	25,813	140,825	SH		SOLE	NONE	140,825	0	0
Booking Holdings Inc	COM	09857L108	58,213	36,558	SH		SOLE	NONE	36,558	0	0
BorgWarner Inc	COM	099724106	920	26,055	SH		SOLE	NONE	26,055	0	0
Boston Scientific Corp	COM	101137107	12,253	349,000	SH		SOLE	NONE	349,000	0	0
Bright Horizons Family Solutio	COM	109194100	10	84	SH		SOLE	NONE	84	0	0
Brighthouse Financial Inc	COM	10922N103	4,312	155,000	SH		SOLE	NONE	155,000	0	0
Bristol-Myers Squibb Co	COM	110122108	119,540	2,033,000	SH		SOLE	NONE	2,033,000	0	0
Broadridge Financial Solutions	COM	11133T103	12	92	SH		SOLE	NONE	92	0	0
Broadcom Inc	COM	11135F101	1,460	4,625	SH		SOLE	NONE	4,625	0	0
Burlington Stores Inc	COM	122017106	35,164	178,560	SH		SOLE	NONE	178,560	0	0
CME Group Inc	COM	12572Q105	34,133	210,000	SH		SOLE	NONE	210,000	0	0
CSX Corp	COM	126408103	7,637	109,500	SH		SOLE	NONE	109,500	0	0
CVS Health Corp	COM	126650100	3,249	50,000	SH		SOLE	NONE	50,000	0	0
Cable One Inc	COM	12685J105	1,384	780	SH		SOLE	NONE	780	0	0
Cabot Oil & Gas Corp	COM	127097103	1,084	63,113	SH		SOLE	NONE	63,113	0	0
Cadence Design Systems Inc	COM	127387108	16,313	170,000	SH		SOLE	NONE	170,000	0	0
Caesars Holdings Inc	COM	127686103	149,071	12,289,409	SH		SOLE	NONE	12,289,409	0	0
Capital One Financial Corp	COM	14040H105	37,491	599,000	SH		SOLE	NONE	599,000	0	0
CareDx Inc	COM	14167L103	1,538	43,400	SH		SOLE	NONE	43,400	0	0
Caterpillar Inc	COM	149123101	1,167	9,228	SH		SOLE	NONE	9,228	0	0
Centene Corp	COM	15135B101	10,804	170,000	SH		SOLE	NONE	170,000	0	0
CenturyLink Inc	COM	156700106	1	92	SH		SOLE	NONE	92	0	0
Change Healthcare Inc	COM	15912K100	1,680	150,000	SH		SOLE	NONE	150,000	0	0
Charles River Laboratories Int	COM	159864107	7,671	44,000	SH		SOLE	NONE	44,000	0	0
Chevron Corp	COM	166764100	27,288	305,816	SH		SOLE	NONE	305,816	0	0
Cinemark Holdings Inc	COM	17243V102	924	80,000	SH		SOLE	NONE	80,000	0	0
Cisco Systems Inc	COM	17275R102	94,107	2,017,741	SH		SOLE	NONE	2,017,741	0	0
Citigroup Inc	COM	172967424	45,862	897,490	SH		SOLE	NONE	897,490	0	0
Coca-Cola Co/The	COM	191216100	50,196	1,123,447	SH		SOLE	NONE	1,123,447	0	0
Cognizant Technology Solutions	COM	192446102	15,910	280,000	SH		SOLE	NONE	280,000	0	0
CommScope Holding Co Inc	COM	20337X109	1,666	200,000	SH		SOLE	NONE	200,000	0	0
ConocoPhillips	COM	20825C104	3,324	79,100	SH		SOLE	NONE	79,100	0	0
Constellation Brands Inc	COM	21036P108	2,099	12,000	SH		SOLE	NONE	12,000	0	0
CoreLogic Inc/United States	COM	21871D103	134,440	2,000,000	SH		SOLE	NONE	2,000,000	0	0
Corning Inc	COM	219350105	1,131	43,667	SH		SOLE	NONE	43,667	0	0
Corteva Inc	COM	22052L104	24,031	897,000	SH		SOLE	NONE	897,000	0	0
Costco Wholesale Corp	COM	22160K105	45,178	149,000	SH		SOLE	NONE	149,000	0	0
Crane Co	COM	224399105	4,995	84,000	SH		SOLE	NONE	84,000	0	0
Curtiss-Wright Corp	COM	231561101	1,786	20,000	SH		SOLE	NONE	20,000	0	0
DR Horton Inc	COM	23331A109	22,513	406,000	SH		SOLE	NONE	406,000	0	0
Danaher Corp	COM	235851102	12,921	73,072	SH		SOLE	NONE	73,072	0	0
Dell Technologies Inc	COM	24703L202	30,186	549,437	SH		SOLE	NONE	549,437	0	0
Delta Air Lines Inc	COM	247361702	4,272	152,307	SH		SOLE	NONE	152,307	0	0
Devon Energy Corp	COM	25179M103	5,304	467,747	SH		SOLE	NONE	467,747	0	0
Walt Disney Co/The	COM	254687106	5,590	50,129	SH		SOLE	NONE	50,129	0	0
Discover Financial Services	COM	254709108	11,521	230,000	SH		SOLE	NONE	230,000	0	0
Discovery Inc	COM	25470F302	1,926	100,000	SH		SOLE	NONE	100,000	0	0
DISH Network Corp	COM	25470M109	13,631	395,000	SH		SOLE	NONE	395,000	0	0
DocuSign Inc	COM	256163106	12,083	70,165	SH		SOLE	NONE	70,165	0	0
Dollar General Corp	COM	256677105	113,544	596,000	SH		SOLE	NONE	596,000	0	0
Dollar Tree Inc	COM	256746108	39,389	425,000	SH		SOLE	NONE	425,000	0	0
Dominion Energy Inc	COM	25746U109	97	1,200	SH		SOLE	NONE	1,200	0	0
Domtar Corp	COM	257559203	2,111	100,000	SH		SOLE	NONE	100,000	0	0
Dover Corp	COM	260003108	3,862	40,000	SH		SOLE	NONE	40,000	0	0
Dropbox Inc	COM	26210C104	888	40,800	SH		SOLE	NONE	40,800	0	0
Duke Energy Corp	COM	26441C204	21,810	273,000	SH		SOLE	NONE	273,000	0	0
Dunkin' Brands Group Inc	COM	265504100	2,087	32,000	SH		SOLE	NONE	32,000	0	0
DuPont de Nemours Inc	COM	26614N102	88,987	1,674,888	SH		SOLE	NONE	1,674,888	0	0
Dynatrace Inc	COM	268150109	9,744	240,000	SH		SOLE	NONE	240,000	0	0
EOG Resources Inc	COM	26875P101	22,716	448,404	SH		SOLE	NONE	448,404	0	0
Eagle Materials Inc	COM	26969P108	246	3,500	SH		SOLE	NONE	3,500	0	0
Edwards Lifesciences Corp	COM	28176E108	20,152	291,600	SH		SOLE	NONE	291,600	0	0
8x8 Inc	COM	282914100	6,096	381,000	SH		SOLE	NONE	381,000	0	0
Electronic Arts Inc	COM	285512109	17,946	135,900	SH		SOLE	NONE	135,900	0	0
Evergy Inc	COM	30034W106	6,984	117,800	SH		SOLE	NONE	117,800	0	0
Exelon Corp	COM	30161N101	10,488	289,000	SH		SOLE	NONE	289,000	0	0
Expedia Group Inc	COM	30212P303	16,975	206,504	SH		SOLE	NONE	206,504	0	0
Expeditors International of Wa	COM	302130109	3,802	50,000	SH		SOLE	NONE	50,000	0	0
Exxon Mobil Corp	COM	30231G102	1,753	39,195	SH		SOLE	NONE	39,195	0	0
FMC Corp	COM	302491303	1,855	18,624	SH		SOLE	NONE	18,624	0	0
Facebook Inc	COM	30303M102	131,822	580,534	SH		SOLE	NONE	580,534	0	0
FedEx Corp	COM	31428X106	978	6,977	SH		SOLE	NONE	6,977	0	0
Fidelity National Information	COM	31620M106	42,744	318,770	SH		SOLE	NONE	318,770	0	0
Fidelity National Financial In	COM	31620R303	14,502	473,000	SH		SOLE	NONE	473,000	0	0
FireEye Inc	COM	31816Q101	284	23,305	SH		SOLE	NONE	23,305	0	0
First American Financial Corp	COM	31847R102	4,226	88,000	SH		SOLE	NONE	88,000	0	0
Fiserv Inc	COM	337738108	1,081	11,069	SH		SOLE	NONE	11,069	0	0
FirstEnergy Corp	COM	337932107	2,416	62,300	SH		SOLE	NONE	62,300	0	0
Fitbit Inc	COM	33812L102	6,460	1,000,000	SH		SOLE	NONE	1,000,000	0	0
FleetCor Technologies Inc	COM	339041105	19,871	79,000	SH		SOLE	NONE	79,000	0	0
Ford Motor Co	COM	345370860	1,241	204,114	SH		SOLE	NONE	204,114	0	0
Fortinet Inc	COM	34959E109	31,709	231,000	SH		SOLE	NONE	231,000	0	0
Fox Corp	COM	35137L204	1,020	38,000	SH		SOLE	NONE	38,000	0	0
frontdoor Inc	COM	35905A109	7,551	170,331	SH		SOLE	NONE	170,331	0	0
GSX Techedu Inc	ADR	36257Y109	110,071	1,834,829	SH		SOLE	NONE	1,834,829	0	0
Gartner Inc	COM	366651107	7,280	60,000	SH		SOLE	NONE	60,000	0	0
General Electric Co	COM	369604103	4,423	647,644	SH		SOLE	NONE	647,644	0	0
General Mills Inc	COM	370334104	5	85	SH		SOLE	NONE	85	0	0
General Motors Co	COM	37045V100	65,092	2,572,812	SH		SOLE	NONE	2,572,812	0	0
Gilead Sciences Inc	COM	375558103	50,563	657,171	SH		SOLE	NONE	657,171	0	0
Globe Life Inc	COM	37959E102	2,895	39,000	SH		SOLE	NONE	39,000	0	0
GoDaddy Inc	COM	380237107	8,587	117,100	SH		SOLE	NONE	117,100	0	0
Goldman Sachs Group Inc/The	COM	38141G104	35,448	179,377	SH		SOLE	NONE	179,377	0	0
Graham Holdings Co	COM	384637104	1,028	3,000	SH		SOLE	NONE	3,000	0	0
Graphic Packaging Holding Co	COM	388689101	3,987	285,000	SH		SOLE	NONE	285,000	0	0
HCA Healthcare Inc	COM	40412C101	8,056	83,000	SH		SOLE	NONE	83,000	0	0
HD Supply Holdings Inc	COM	40416M105	27,408	791,000	SH		SOLE	NONE	791,000	0	0
HP Inc	COM	40434L105	3,617	207,541	SH		SOLE	NONE	207,541	0	0
Harley-Davidson Inc	COM	412822108	249	10,490	SH		SOLE	NONE	10,490	0	0
Hartford Financial Services Gr	COM	416515104	7,517	195,000	SH		SOLE	NONE	195,000	0	0
Helmerich & Payne Inc	COM	423452101	404	20,700	SH		SOLE	NONE	20,700	0	0
Hershey Co/The	COM	427866108	4,277	33,000	SH		SOLE	NONE	33,000	0	0
Hewlett Packard Enterprise Co	COM	42824C109	1,946	200,000	SH		SOLE	NONE	200,000	0	0
Hill-Rom Holdings Inc	COM	431475102	2,196	20,000	SH		SOLE	NONE	20,000	0	0
HollyFrontier Corp	COM	436106108	3,650	125,000	SH		SOLE	NONE	125,000	0	0
Hologic Inc	COM	436440101	53,694	942,000	SH		SOLE	NONE	942,000	0	0
Home Depot Inc/The	COM	437076102	22,828	91,128	SH		SOLE	NONE	91,128	0	0
Honeywell International Inc	COM	438516106	7,369	50,967	SH		SOLE	NONE	50,967	0	0
Howard Hughes Corp/The	COM	44267D107	5,195	100,000	SH		SOLE	NONE	100,000	0	0
Howmet Aerospace Inc	COM	443201108	18,703	1,180,000	SH		SOLE	NONE	1,180,000	0	0
Humana Inc	COM	444859102	61,652	159,000	SH		SOLE	NONE	159,000	0	0
Match Group Inc	COM	44919P508	121,275	375,000	SH		SOLE	NONE	375,000	0	0
IAA Inc	COM	449253103	44,625	1,157,000	SH		SOLE	NONE	1,157,000	0	0
ITT Inc	COM	45073V108	2,937	50,000	SH		SOLE	NONE	50,000	0	0
IDACORP Inc	COM	451107106	3,495	40,000	SH		SOLE	NONE	40,000	0	0
IDEX Corp	COM	45167R104	3,271	20,700	SH		SOLE	NONE	20,700	0	0
Illumina Inc	COM	452327109	3,365	9,087	SH		SOLE	NONE	9,087	0	0
Immunomedics Inc	COM	452907108	1,191	33,600	SH		SOLE	NONE	33,600	0	0
Ingredion Inc	COM	457187102	1,245	15,000	SH		SOLE	NONE	15,000	0	0
Integra LifeSciences Holdings	COM	457985208	3,524	75,000	SH		SOLE	NONE	75,000	0	0
Intel Corp	COM	458140100	164,963	2,757,189	SH		SOLE	NONE	2,757,189	0	0
Interactive Brokers Group Inc	COM	45841N107	4,845	116,000	SH		SOLE	NONE	116,000	0	0
IBM	COM	459200101	4,850	40,163	SH		SOLE	NONE	40,163	0	0
International Paper Co	COM	460146103	2,003	56,900	SH		SOLE	NONE	56,900	0	0
Intuitive Surgical Inc	COM	46120E602	398	698	SH		SOLE	NONE	698	0	0
iRobot Corp	COM	462726100	950	11,326	SH		SOLE	NONE	11,326	0	0
JPMorgan Chase & Co	COM	46625H100	215,621	2,292,378	SH		SOLE	NONE	2,292,378	0	0
Jabil Inc	COM	466313103	3,208	100,000	SH		SOLE	NONE	100,000	0	0
JetBlue Airways Corp	COM	477143101	2,180	200,000	SH		SOLE	NONE	200,000	0	0
Johnson & Johnson	COM	478160104	211,853	1,506,456	SH		SOLE	NONE	1,506,456	0	0
Juniper Networks Inc	COM	48203R104	8,001	350,000	SH		SOLE	NONE	350,000	0	0
KAR Auction Services Inc	COM	48238T109	110	8,000	SH		SOLE	NONE	8,000	0	0
Kansas City Southern	COM	485170302	5,972	40,000	SH		SOLE	NONE	40,000	0	0
Kinder Morgan Inc	COM	49456B101	8,080	532,600	SH		SOLE	NONE	532,600	0	0
Kohl's Corp	COM	500255104	1,433	69,000	SH		SOLE	NONE	69,000	0	0
Kosmos Energy Ltd	COM	500688106	1,011	609,100	SH		SOLE	NONE	609,100	0	0
Kraft Heinz Co/The	COM	500754106	258	8,104	SH		SOLE	NONE	8,104	0	0
LKQ Corp	COM	501889208	19,061	727,500	SH		SOLE	NONE	727,500	0	0
L3Harris Technologies Inc	COM	502431109	8,484	50,000	SH		SOLE	NONE	50,000	0	0
Laboratory Corp of America Hol	COM	50540R409	4,983	30,000	SH		SOLE	NONE	30,000	0	0
Las Vegas Sands Corp	COM	517834107	1,379	30,292	SH		SOLE	NONE	30,292	0	0
Estee Lauder Cos Inc/The	COM	518439104	1,569	8,318	SH		SOLE	NONE	8,318	0	0
Western Asset Short Duration I	ETF	52468L786	1,501	60,000	SH		SOLE	NONE	60,000	0	0
Legg Mason Inc	COM	524901105	10,067	202,361	SH		SOLE	NONE	202,361	0	0
Leidos Holdings Inc	COM	525327102	2,810	30,000	SH		SOLE	NONE	30,000	0	0
Lennar Corp	COM	526057302	3,410	73,993	SH		SOLE	NONE	73,993	0	0
Liberty Broadband Corp	COM	530307107	1,833	15,000	SH		SOLE	NONE	15,000	0	0
Liberty Media Corp-Liberty For	COM	531229854	14,370	453,168	SH		SOLE	NONE	453,168	0	0
Eli Lilly and Co	COM	532457108	8,209	50,000	SH		SOLE	NONE	50,000	0	0
Lockheed Martin Corp	COM	539830109	22,419	61,435	SH		SOLE	NONE	61,435	0	0
LogMeIn Inc	COM	54142L109	29,924	353,000	SH		SOLE	NONE	353,000	0	0
Lowe's Cos Inc	COM	548661107	26,524	196,300	SH		SOLE	NONE	196,300	0	0
Lululemon Athletica Inc	COM	550021109	6,615	21,200	SH		SOLE	NONE	21,200	0	0
MGIC Investment Corp	COM	552848103	7,330	895,000	SH		SOLE	NONE	895,000	0	0
MSC Industrial Direct Co Inc	COM	553530106	1,434	19,700	SH		SOLE	NONE	19,700	0	0
Macquarie Infrastructure Corp	COM	55608B105	5,501	179,238	SH		SOLE	NONE	179,238	0	0
Madison Square Garden Sports C	COM	55825T103	10,179	69,300	SH		SOLE	NONE	69,300	0	0
Madison Square Garden Entertai	COM	55826T102	5,250	70,000	SH		SOLE	NONE	70,000	0	0
ManpowerGroup Inc	COM	56418H100	6,463	94,000	SH		SOLE	NONE	94,000	0	0
Marathon Petroleum Corp	COM	56585A102	14,819	396,448	SH		SOLE	NONE	396,448	0	0
Marsh & McLennan Cos Inc	COM	571748102	8	70	SH		SOLE	NONE	70	0	0
Masimo Corp	COM	574795100	17,099	75,000	SH		SOLE	NONE	75,000	0	0
Mastercard Inc	COM	57636Q104	27,240	92,119	SH		SOLE	NONE	92,119	0	0
McDonald's Corp	COM	580135101	25,724	139,448	SH		SOLE	NONE	139,448	0	0
McKesson Corp	COM	58155Q103	7,177	46,777	SH		SOLE	NONE	46,777	0	0
MercadoLibre Inc	COM	58733R102	13,003	13,191	SH		SOLE	NONE	13,191	0	0
Merck & Co Inc	COM	58933Y105	19,580	253,200	SH		SOLE	NONE	253,200	0	0
Mercury General Corp	COM	589400100	2,038	50,000	SH		SOLE	NONE	50,000	0	0
MetLife Inc	COM	59156R108	51,858	1,420,000	SH		SOLE	NONE	1,420,000	0	0
Microsoft Corp	COM	594918104	299,595	1,472,139	SH		SOLE	NONE	1,472,139	0	0
Micron Technology Inc	COM	595112103	2,948	57,211	SH		SOLE	NONE	57,211	0	0
Middleby Corp/The	COM	596278101	11,841	150,000	SH		SOLE	NONE	150,000	0	0
Mohawk Industries Inc	COM	608190104	1,077	10,581	SH		SOLE	NONE	10,581	0	0
Monolithic Power Systems Inc	COM	609839105	4,977	21,000	SH		SOLE	NONE	21,000	0	0
Moody's Corp	COM	615369105	8,882	32,330	SH		SOLE	NONE	32,330	0	0
Morningstar Inc	COM	617700109	5,794	41,100	SH		SOLE	NONE	41,100	0	0
NRG Energy Inc	COM	629377508	5,988	183,900	SH		SOLE	NONE	183,900	0	0
NetApp Inc	COM	64110D104	15,954	359,578	SH		SOLE	NONE	359,578	0	0
Netflix Inc	COM	64110L106	74,684	164,127	SH		SOLE	NONE	164,127	0	0
New Relic Inc	COM	64829B100	18,603	270,000	SH		SOLE	NONE	270,000	0	0
Newmont Corp	COM	651639106	48,009	777,600	SH		SOLE	NONE	777,600	0	0
NIKE Inc	COM	654106103	739	7,538	SH		SOLE	NONE	7,538	0	0
Norfolk Southern Corp	COM	655844108	30,022	171,000	SH		SOLE	NONE	171,000	0	0
Northrop Grumman Corp	COM	666807102	4,304	14,000	SH		SOLE	NONE	14,000	0	0
NortonLifeLock Inc	COM	668771108	120,548	6,079,068	SH		SOLE	NONE	6,079,068	0	0
Nu Skin Enterprises Inc	COM	67018T105	4,282	112,000	SH		SOLE	NONE	112,000	0	0
NVIDIA Corp	COM	67066G104	65,912	173,493	SH		SOLE	NONE	173,493	0	0
OGE Energy Corp	COM	670837103	1,214	40,000	SH		SOLE	NONE	40,000	0	0
O'Reilly Automotive Inc	COM	67103H107	2,530	6,000	SH		SOLE	NONE	6,000	0	0
Old Republic International Cor	COM	680223104	1,207	74,000	SH		SOLE	NONE	74,000	0	0
Olin Corp	COM	680665205	1	83	SH		SOLE	NONE	83	0	0
Otis Worldwide Corp	COM	68902V107	10,320	181,500	SH		SOLE	NONE	181,500	0	0
PG&E Corp	COM	69331C108	1,863	210,000	SH		SOLE	NONE	210,000	0	0
PNC Financial Services Group I	COM	693475105	23,146	220,000	SH		SOLE	NONE	220,000	0	0
PPG Industries Inc	COM	693506107	5,091	48,000	SH		SOLE	NONE	48,000	0	0
Palo Alto Networks Inc	COM	697435105	7,120	31,000	SH		SOLE	NONE	31,000	0	0
Parsley Energy Inc	COM	701877102	10,680	1,000,000	SH		SOLE	NONE	1,000,000	0	0
Patterson-UTI Energy Inc	COM	703481101	1,735	500,000	SH		SOLE	NONE	500,000	0	0
PayPal Holdings Inc	COM	70450Y103	1,622	9,307	SH		SOLE	NONE	9,307	0	0
Pegasystems Inc	COM	705573103	1,166	11,528	SH		SOLE	NONE	11,528	0	0
Penumbra Inc	COM	70975L107	4,649	26,000	SH		SOLE	NONE	26,000	0	0
PepsiCo Inc	COM	713448108	3,174	24,000	SH		SOLE	NONE	24,000	0	0
Pfizer Inc	COM	717081103	42,591	1,302,482	SH		SOLE	NONE	1,302,482	0	0
Philip Morris International In	COM	718172109	50,934	727,000	SH		SOLE	NONE	727,000	0	0
Pinnacle West Capital Corp	COM	723484101	15,354	209,500	SH		SOLE	NONE	209,500	0	0
Pioneer Natural Resources Co	COM	723787107	2,443	25,000	SH		SOLE	NONE	25,000	0	0
Polaris Inc	COM	731068102	2,221	24,000	SH		SOLE	NONE	24,000	0	0
Procter & Gamble Co/The	COM	742718109	103,853	868,558	SH		SOLE	NONE	868,558	0	0
Proofpoint Inc	COM	743424103	22	200	SH		SOLE	NONE	200	0	0
Prudential Financial Inc	COM	744320102	761	12,494	SH		SOLE	NONE	12,494	0	0
PulteGroup Inc	COM	745867101	7,082	208,100	SH		SOLE	NONE	208,100	0	0
Qorvo Inc	COM	74736K101	9,254	83,728	SH		SOLE	NONE	83,728	0	0
QUALCOMM Inc	COM	747525103	9,131	100,115	SH		SOLE	NONE	100,115	0	0
Quest Diagnostics Inc	COM	74834L100	2,592	22,744	SH		SOLE	NONE	22,744	0	0
Ralph Lauren Corp	COM	751212101	9,065	125,000	SH		SOLE	NONE	125,000	0	0
Raytheon Technologies Corp	COM	75513E101	1,734	28,141	SH		SOLE	NONE	28,141	0	0
Regal Beloit Corp	COM	758750103	1,484	17,000	SH		SOLE	NONE	17,000	0	0
Republic Services Inc	COM	760759100	12,627	153,900	SH		SOLE	NONE	153,900	0	0
Reynolds Consumer Products Inc	COM	76171L106	1,737	50,000	SH		SOLE	NONE	50,000	0	0
Ross Stores Inc	COM	778296103	10,912	128,014	SH		SOLE	NONE	128,014	0	0
Ryder System Inc	COM	783549108	8,440	225,000	SH		SOLE	NONE	225,000	0	0
S&P Global Inc	COM	78409V104	51,300	155,700	SH		SOLE	NONE	155,700	0	0
SEI Investments Co	COM	784117103	3,079	56,000	SH		SOLE	NONE	56,000	0	0
Sabre Corp	COM	78573M104	1,209	150,000	SH		SOLE	NONE	150,000	0	0
salesforce.com Inc	COM	79466L302	14,751	78,746	SH		SOLE	NONE	78,746	0	0
Sarepta Therapeutics Inc	COM	803607100	8,819	55,000	SH		SOLE	NONE	55,000	0	0
Charles Schwab Corp/The	COM	808513105	818	24,254	SH		SOLE	NONE	24,254	0	0
ServiceNow Inc	COM	81762P102	12,781	31,554	SH		SOLE	NONE	31,554	0	0
Sherwin-Williams Co/The	COM	824348106	5,201	9,000	SH		SOLE	NONE	9,000	0	0
Signature Bank/New York NY	COM	82669G104	3,956	37,000	SH		SOLE	NONE	37,000	0	0
Skyworks Solutions Inc	COM	83088M102	29,951	234,248	SH		SOLE	NONE	234,248	0	0
Splunk Inc	COM	848637104	204	1,026	SH		SOLE	NONE	1,026	0	0
Sprouts Farmers Market Inc	COM	85208M102	4,405	172,134	SH		SOLE	NONE	172,134	0	0
Stanley Black & Decker Inc	COM	854502101	361	2,589	SH		SOLE	NONE	2,589	0	0
Starbucks Corp	COM	855244109	2,355	32,000	SH		SOLE	NONE	32,000	0	0
State Street Corp	COM	857477103	1,271	20,000	SH		SOLE	NONE	20,000	0	0
Sterling Bancorp/DE	COM	85917A100	3,481	297,000	SH		SOLE	NONE	297,000	0	0
Switch Inc	COM	87105L104	4,316	242,181	SH		SOLE	NONE	242,181	0	0
Synchrony Financial	COM	87165B103	15,224	687,000	SH		SOLE	NONE	687,000	0	0
TD Ameritrade Holding Corp	COM	87236Y108	33,873	931,100	SH		SOLE	NONE	931,100	0	0
TJX Cos Inc/The	COM	872540109	21,842	432,000	SH		SOLE	NONE	432,000	0	0
T-Mobile US Inc	COM	872590104	27,079	260,000	SH		SOLE	NONE	260,000	0	0
Take-Two Interactive Software	COM	874054109	9,072	65,000	SH		SOLE	NONE	65,000	0	0
Tapestry Inc	COM	876030107	448	33,750	SH		SOLE	NONE	33,750	0	0
Target Corp	COM	87612E106	1,319	11,000	SH		SOLE	NONE	11,000	0	0
Tech Data Corp	COM	878237106	7,245	50,000	SH		SOLE	NONE	50,000	0	0
Teledyne Technologies Inc	COM	879360105	8,396	27,000	SH		SOLE	NONE	27,000	0	0
Tempur Sealy International Inc	COM	88023U101	12,951	180,000	SH		SOLE	NONE	180,000	0	0
Teradata Corp	COM	88076W103	0	13	SH		SOLE	NONE	13	0	0
Teradyne Inc	COM	880770102	3,677	43,515	SH		SOLE	NONE	43,515	0	0
Tesla Inc	COM	88160R101	42,732	39,574	SH		SOLE	NONE	39,574	0	0
Texas Instruments Inc	COM	882508104	1,329	10,470	SH		SOLE	NONE	10,470	0	0
Textron Inc	COM	883203101	2	66	SH		SOLE	NONE	66	0	0
Thermo Fisher Scientific Inc	COM	883556102	4,348	12,000	SH		SOLE	NONE	12,000	0	0
3M Co	COM	88579Y101	1,816	11,640	SH		SOLE	NONE	11,640	0	0
Tiffany & Co	COM	886547108	51,337	421,000	SH		SOLE	NONE	421,000	0	0
Timken Co/The	COM	887389104	1,774	39,000	SH		SOLE	NONE	39,000	0	0
TransUnion	COM	89400J107	2,611	30,000	SH		SOLE	NONE	30,000	0	0
TripAdvisor Inc	COM	896945201	1,244	65,441	SH		SOLE	NONE	65,441	0	0
Twilio Inc	COM	90138F102	1,594	7,266	SH		SOLE	NONE	7,266	0	0
Twitter Inc	COM	90184L102	10,145	340,555	SH		SOLE	NONE	340,555	0	0
Tyson Foods Inc	COM	902494103	8,479	142,000	SH		SOLE	NONE	142,000	0	0
US Bancorp	COM	902973304	23,160	629,000	SH		SOLE	NONE	629,000	0	0
Umpqua Holdings Corp	COM	904214103	1,513	142,215	SH		SOLE	NONE	142,215	0	0
US Foods Holding Corp	COM	912008109	493	25,000	SH		SOLE	NONE	25,000	0	0
United States Steel Corp	COM	912909108	193	26,800	SH		SOLE	NONE	26,800	0	0
UnitedHealth Group Inc	COM	91324P102	54,883	186,074	SH		SOLE	NONE	186,074	0	0
Univar Solutions Inc	COM	91336L107	1,686	100,000	SH		SOLE	NONE	100,000	0	0
Universal Health Services Inc	COM	913903100	2,527	27,200	SH		SOLE	NONE	27,200	0	0
Unum Group	COM	91529Y106	2,288	137,900	SH		SOLE	NONE	137,900	0	0
Vale SA	ADR	91912E105	908	88,086	SH		SOLE	NONE	88,086	0	0
Valvoline Inc	COM	92047W101	6,147	318,000	SH		SOLE	NONE	318,000	0	0
Veeva Systems Inc	COM	922475108	76	326	SH		SOLE	NONE	326	0	0
VeriSign Inc	COM	92343E102	29,225	141,300	SH		SOLE	NONE	141,300	0	0
Verizon Communications Inc	COM	92343V104	55,957	1,015,000	SH		SOLE	NONE	1,015,000	0	0
Vertex Pharmaceuticals Inc	COM	92532F100	14,659	50,496	SH		SOLE	NONE	50,496	0	0
Visa Inc	COM	92826C839	2,678,973	13,868,474	SH		SOLE	NONE	13,868,474	0	0
Vistra Corp	COM	92840M102	2,393	128,500	SH		SOLE	NONE	128,500	0	0
Voya Financial Inc	COM	929089100	5,132	110,000	SH		SOLE	NONE	110,000	0	0
Vulcan Materials Co	COM	929160109	5,213	45,000	SH		SOLE	NONE	45,000	0	0
Walmart Inc	COM	931142103	47,114	393,334	SH		SOLE	NONE	393,334	0	0
Waste Management Inc	COM	94106L109	23,830	225,000	SH		SOLE	NONE	225,000	0	0
Wayfair Inc	COM	94419L101	59,283	300,000	SH		SOLE	NONE	300,000	0	0
Wells Fargo & Co	COM	949746101	24,228	946,415	SH		SOLE	NONE	946,415	0	0
Western Digital Corp	COM	958102105	4,875	110,416	SH		SOLE	NONE	110,416	0	0
Wintrust Financial Corp	COM	97650W108	632	14,500	SH		SOLE	NONE	14,500	0	0
Workday Inc	COM	98138H101	163	868	SH		SOLE	NONE	868	0	0
WPX Energy Inc	COM	98212B103	4,785	750,000	SH		SOLE	NONE	750,000	0	0
Wyndham Destinations Inc	COM	98310W108	11,554	410,000	SH		SOLE	NONE	410,000	0	0
Xilinx Inc	COM	983919101	9,930	100,926	SH		SOLE	NONE	100,926	0	0
Yelp Inc	COM	985817105	649	28,042	SH		SOLE	NONE	28,042	0	0
Zendesk Inc	COM	98936J101	23,294	263,122	SH		SOLE	NONE	263,122	0	0
Zimmer Biomet Holdings Inc	COM	98956P102	2,626	22,000	SH		SOLE	NONE	22,000	0	0
Zions Bancorp NA	COM	989701107	4,420	130,000	SH		SOLE	NONE	130,000	0	0
Zynga Inc	COM	98986T108	11,401	1,195,119	SH		SOLE	NONE	1,195,119	0	0
Capri Holdings Ltd	COM	G1890L107	1,854	118,627	SH		SOLE	NONE	118,627	0	0
Ericsson	COM	294821608	1	100	SH		SOLE	NONE	100	0	0
Stillwater Mining Co	COM	82575P107	1	522	SH		SOLE	NONE	522	0	0
Alphabet Inc	CALL	02079K305	20,420	14,400	SH	Call	SOLE	NONE	14,400	0	0
Amazon.com Inc	PUT	023135106	20,691	7,500	SH	Put	SOLE	NONE	7,500	0	0
NVIDIA Corp	PUT	67066G104	18,996	50,000	SH	Put	SOLE	NONE	50,000	0	0
NVIDIA Corp	PUT	67066G104	9,498	25,000	SH	Put	SOLE	NONE	25,000	0	0
NVIDIA Corp	PUT	67066G104	17,172	45,200	SH	Put	SOLE	NONE	45,200	0	0
ServiceNow Inc	CALL	81762P102	10,127	25,000	SH	Call	SOLE	NONE	25,000	0	0
Square Inc	CALL	852234103	15,741	150,000	SH	Call	SOLE	NONE	150,000	0	0
Tesla Inc	PUT	88160R101	5,399	5,000	SH	Put	SOLE	NONE	5,000	0	0
Xilinx Inc	CALL	983919101	195,009	1,982,000	SH	Call	SOLE	NONE	1,982,000	0	0