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 NV	COM	806857108	7,780	500,000	SH		SOLE	NONE	500,000	0	0
Arch Capital Group Ltd	COM	G0450A105	6,172	211,000	SH		SOLE	NONE	211,000	0	0
Assured Guaranty Ltd	COM	G0585R106	2,492	116,000	SH		SOLE	NONE	116,000	0	0
Athene Holding Ltd	COM	G0684D107	27,094	795,000	SH		SOLE	NONE	795,000	0	0
Axalta Coating Systems Ltd	COM	G0750C108	4,722	213,000	SH		SOLE	NONE	213,000	0	0
Bunge Ltd	COM	G16962105	2,148	47,000	SH		SOLE	NONE	47,000	0	0
Everest Re Group Ltd	COM	G3223R108	2,469	12,500	SH		SOLE	NONE	12,500	0	0
IHS Markit Ltd	COM	G47567105	20,860	265,700	SH		SOLE	NONE	265,700	0	0
RenaissanceRe Holdings Ltd	COM	G7496G103	2,886	17,000	SH		SOLE	NONE	17,000	0	0
Lions Gate Entertainment Corp	COM	535919500	1,046	120,000	SH		SOLE	NONE	120,000	0	0
Manulife Financial Corp	COM	56501R106	27,820	2,000,000	SH		SOLE	NONE	2,000,000	0	0
Rogers Communications Inc	COM	775109200	39,095	986,000	SH		SOLE	NONE	986,000	0	0
Shopify Inc	COM	82509L107	3,937	3,849	SH		SOLE	NONE	3,849	0	0
TE Connectivity Ltd	COM	H84989104	163	1,664	SH		SOLE	NONE	1,664	0	0
Amdocs Ltd	COM	G02602103	5,569	97,000	SH		SOLE	NONE	97,000	0	0
Nielsen Holdings PLC	COM	G6518L108	25,453	1,795,000	SH		SOLE	NONE	1,795,000	0	0
Atlassian Corp PLC	COM	G06242104	14,725	81,000	SH		SOLE	NONE	81,000	0	0
Accenture PLC	COM	G1151C101	328	1,451	SH		SOLE	NONE	1,451	0	0
Eaton Corp PLC	COM	G29183103	12,856	126,000	SH		SOLE	NONE	126,000	0	0
Willis Towers Watson PLC	COM	G96629103	10,441	50,000	SH		SOLE	NONE	50,000	0	0
Trane Technologies PLC	COM	G8994E103	14,429	119,000	SH		SOLE	NONE	119,000	0	0
Medtronic PLC	COM	G5960L103	80,538	775,000	SH		SOLE	NONE	775,000	0	0
Johnson Controls International	COM	G51502105	64,094	1,569,000	SH		SOLE	NONE	1,569,000	0	0
Linde PLC	COM	G5494J103	43,102	181,000	SH		SOLE	NONE	181,000	0	0
CyberArk Software Ltd	COM	M2682V108	134	1,300	SH		SOLE	NONE	1,300	0	0
Ambarella Inc	COM	G037AX101	113	2,161	SH		SOLE	NONE	2,161	0	0
Carnival Corp	COM	143658300	334	22,010	SH		SOLE	NONE	22,010	0	0
AT&T Inc	COM	00206R102	4,991	175,053	SH		SOLE	NONE	175,053	0	0
Abbott Laboratories	COM	002824100	4,353	40,000	SH		SOLE	NONE	40,000	0	0
AbbVie Inc	COM	00287Y109	17,031	194,444	SH		SOLE	NONE	194,444	0	0
Adobe Inc	COM	00724F101	8,342	17,010	SH		SOLE	NONE	17,010	0	0
AECOM	COM	00766T100	5,732	137,000	SH		SOLE	NONE	137,000	0	0
Advanced Micro Devices Inc	COM	007903107	18,608	226,950	SH		SOLE	NONE	226,950	0	0
Air Products and Chemicals Inc	COM	009158106	16,382	55,000	SH		SOLE	NONE	55,000	0	0
Albemarle Corp	COM	012653101	2,151	24,094	SH		SOLE	NONE	24,094	0	0
Align Technology Inc	COM	016255101	1,219	3,724	SH		SOLE	NONE	3,724	0	0
Ally Financial Inc	COM	02005N100	3,410	136,000	SH		SOLE	NONE	136,000	0	0
Alphabet Inc	COM	02079K107	83,500	56,818	SH		SOLE	NONE	56,818	0	0
Alphabet Inc	COM	02079K305	162,771	111,061	SH		SOLE	NONE	111,061	0	0
Altice USA Inc	COM	02156K103	25,568	983,400	SH		SOLE	NONE	983,400	0	0
Altria Group Inc	COM	02209S103	4,513	116,800	SH		SOLE	NONE	116,800	0	0
Amazon.com Inc	COM	023135106	496,781	157,772	SH		SOLE	NONE	157,772	0	0
Amazon.com Inc	COM	023135106	3,149	1,000	SH		SOLE	NONE	1,000	0	0
AMETEK Inc	COM	031100100	6,063	61,000	SH		SOLE	NONE	61,000	0	0
Amgen Inc	COM	031162100	13,979	55,000	SH		SOLE	NONE	55,000	0	0
Anaplan Inc	COM	03272L108	9,450	151,000	SH		SOLE	NONE	151,000	0	0
Anthem Inc	COM	036752103	73,567	273,900	SH		SOLE	NONE	273,900	0	0
Apple Inc	COM	037833100	435,006	3,756,203	SH		SOLE	NONE	3,756,203	0	0
Applied Materials Inc	COM	038222105	8,543	143,694	SH		SOLE	NONE	143,694	0	0
Aramark	COM	03852U106	20,578	778,000	SH		SOLE	NONE	778,000	0	0
Arista Networks Inc	COM	040413106	615	2,973	SH		SOLE	NONE	2,973	0	0
Ashland Global Holdings Inc	COM	044186104	2,837	40,000	SH		SOLE	NONE	40,000	0	0
Associated Banc-Corp	COM	045487105	1,641	130,000	SH		SOLE	NONE	130,000	0	0
Autodesk Inc	COM	052769106	26,713	115,637	SH		SOLE	NONE	115,637	0	0
Automatic Data Processing Inc	COM	053015103	12,554	90,000	SH		SOLE	NONE	90,000	0	0
Avangrid Inc	COM	05351W103	1,514	30,000	SH		SOLE	NONE	30,000	0	0
Baidu Inc	ADR	056752108	294	2,320	SH		SOLE	NONE	2,320	0	0
Ball Corp	COM	058498106	49,872	600,000	SH		SOLE	NONE	600,000	0	0
Bank of America Corp	COM	060505104	74,915	3,109,805	SH		SOLE	NONE	3,109,805	0	0
Bank of New York Mellon Corp/T	COM	064058100	1,545	45,000	SH		SOLE	NONE	45,000	0	0
Baxter International Inc	COM	071813109	5,227	65,000	SH		SOLE	NONE	65,000	0	0
W R Berkley Corp	COM	084423102	2,446	40,000	SH		SOLE	NONE	40,000	0	0
Beyond Meat Inc	COM	08862E109	991	5,967	SH		SOLE	NONE	5,967	0	0
Bill.com Holdings Inc	COM	090043100	3,210	32,000	SH		SOLE	NONE	32,000	0	0
Biogen Inc	COM	09062X103	21,568	76,029	SH		SOLE	NONE	76,029	0	0
BlackRock Inc	COM	09247X101	7,270	12,900	SH		SOLE	NONE	12,900	0	0
Boeing Co/The	COM	097023105	16,200	98,029	SH		SOLE	NONE	98,029	0	0
Booking Holdings Inc	COM	09857L108	43,270	25,294	SH		SOLE	NONE	25,294	0	0
Booz Allen Hamilton Holding Co	COM	099502106	6,273	75,600	SH		SOLE	NONE	75,600	0	0
BorgWarner Inc	COM	099724106	336	8,685	SH		SOLE	NONE	8,685	0	0
Boston Scientific Corp	COM	101137107	9,679	253,318	SH		SOLE	NONE	253,318	0	0
Bright Horizons Family Solutio	COM	109194100	758	4,984	SH		SOLE	NONE	4,984	0	0
Brighthouse Financial Inc	COM	10922N103	1,480	55,000	SH		SOLE	NONE	55,000	0	0
Broadridge Financial Solutions	COM	11133T103	1,042	7,892	SH		SOLE	NONE	7,892	0	0
Broadcom Inc	COM	11135F101	2,221	6,096	SH		SOLE	NONE	6,096	0	0
Brown & Brown Inc	COM	115236101	10,557	233,200	SH		SOLE	NONE	233,200	0	0
Bruker Corp	COM	116794108	3,164	79,600	SH		SOLE	NONE	79,600	0	0
Cigna Corp	COM	125523100	20,295	119,800	SH		SOLE	NONE	119,800	0	0
CME Group Inc	COM	12572Q105	35,135	210,000	SH		SOLE	NONE	210,000	0	0
CSX Corp	COM	126408103	1,320	17,000	SH		SOLE	NONE	17,000	0	0
CVS Health Corp	COM	126650100	24,194	414,273	SH		SOLE	NONE	414,273	0	0
CACI International Inc	COM	127190304	6,054	28,400	SH		SOLE	NONE	28,400	0	0
Cadence Design Systems Inc	COM	127387108	19,993	187,500	SH		SOLE	NONE	187,500	0	0
Caesars Entertainment Inc	COM	12769G100	7,185	128,161	SH		SOLE	NONE	128,161	0	0
Capital One Financial Corp	COM	14040H105	29,894	416,000	SH		SOLE	NONE	416,000	0	0
Caterpillar Inc	COM	149123101	390	2,614	SH		SOLE	NONE	2,614	0	0
Centene Corp	COM	15135B101	4,958	85,000	SH		SOLE	NONE	85,000	0	0
Chevron Corp	COM	166764100	8,444	117,272	SH		SOLE	NONE	117,272	0	0
Cisco Systems Inc	COM	17275R102	40,522	1,028,747	SH		SOLE	NONE	1,028,747	0	0
Citigroup Inc	COM	172967424	12,823	297,458	SH		SOLE	NONE	297,458	0	0
Citizens Financial Group Inc	COM	174610105	4,550	180,000	SH		SOLE	NONE	180,000	0	0
CLEVELAND-CLIFFS INC	CDS CB	185899101	7,240	7,000,000	PRN		SOLE	NONE	905,090	0	0
Coca-Cola Co/The	COM	191216100	41,387	838,302	SH		SOLE	NONE	838,302	0	0
Cognizant Technology Solutions	COM	192446102	21,520	310,000	SH		SOLE	NONE	310,000	0	0
Comcast Corp	COM	20030N101	9,252	200,000	SH		SOLE	NONE	200,000	0	0
Concho Resources Inc	COM	20605P101	2,206	50,000	SH		SOLE	NONE	50,000	0	0
ConocoPhillips	COM	20825C104	31,001	944,000	SH		SOLE	NONE	944,000	0	0
Constellation Brands Inc	COM	21036P108	2,274	12,000	SH		SOLE	NONE	12,000	0	0
CoreLogic Inc/United States	COM	21871D103	135,340	2,000,000	SH		SOLE	NONE	2,000,000	0	0
Corning Inc	COM	219350105	577	17,812	SH		SOLE	NONE	17,812	0	0
Corteva Inc	COM	22052L104	529	18,347	SH		SOLE	NONE	18,347	0	0
Costco Wholesale Corp	COM	22160K105	40,115	113,000	SH		SOLE	NONE	113,000	0	0
Coty Inc	COM	222070203	2,762	1,023,000	SH		SOLE	NONE	1,023,000	0	0
Coupa Software Inc	COM	22266L106	15,906	58,000	SH		SOLE	NONE	58,000	0	0
Crane Co	COM	224399105	1,530	30,521	SH		SOLE	NONE	30,521	0	0
Cree Inc	COM	225447101	218	3,427	SH		SOLE	NONE	3,427	0	0
Crowdstrike Holdings Inc	COM	22788C105	28,247	205,699	SH		SOLE	NONE	205,699	0	0
Curtiss-Wright Corp	COM	231561101	3,730	40,000	SH		SOLE	NONE	40,000	0	0
DR Horton Inc	COM	23331A109	20,239	267,609	SH		SOLE	NONE	267,609	0	0
DXC Technology Co	COM	23355L106	1,965	110,100	SH		SOLE	NONE	110,100	0	0
Danaher Corp	COM	235851102	15,719	73,000	SH		SOLE	NONE	73,000	0	0
Darden Restaurants Inc	COM	237194105	15,111	150,000	SH		SOLE	NONE	150,000	0	0
Datadog Inc	COM	23804L103	808	7,914	SH		SOLE	NONE	7,914	0	0
Deere & Co	COM	244199105	13,741	62,000	SH		SOLE	NONE	62,000	0	0
Delta Air Lines Inc	COM	247361702	1,997	65,294	SH		SOLE	NONE	65,294	0	0
Walt Disney Co/The	COM	254687106	91,304	735,850	SH		SOLE	NONE	735,850	0	0
Discover Financial Services	COM	254709108	19,067	330,000	SH		SOLE	NONE	330,000	0	0
Discovery Inc	COM	25470F302	6,370	325,000	SH		SOLE	NONE	325,000	0	0
DISH Network Corp	COM	25470M109	7,577	261,000	SH		SOLE	NONE	261,000	0	0
DocuSign Inc	COM	256163106	7,000	32,521	SH		SOLE	NONE	32,521	0	0
Dollar General Corp	COM	256677105	36,812	175,615	SH		SOLE	NONE	175,615	0	0
Dollar Tree Inc	COM	256746108	25,575	280,000	SH		SOLE	NONE	280,000	0	0
Dover Corp	COM	260003108	8,776	81,000	SH		SOLE	NONE	81,000	0	0
Duke Energy Corp	COM	26441C204	8,767	99,000	SH		SOLE	NONE	99,000	0	0
DuPont de Nemours Inc	COM	26614N102	57,644	1,039,000	SH		SOLE	NONE	1,039,000	0	0
Dynatrace Inc	COM	268150109	8,532	207,990	SH		SOLE	NONE	207,990	0	0
EOG Resources Inc	COM	26875P101	10,638	296,000	SH		SOLE	NONE	296,000	0	0
Eagle Materials Inc	COM	26969P108	561	6,500	SH		SOLE	NONE	6,500	0	0
Eastman Chemical Co	COM	277432100	2,500	32,000	SH		SOLE	NONE	32,000	0	0
eBay Inc	COM	278642103	6,012	115,400	SH		SOLE	NONE	115,400	0	0
Ecolab Inc	COM	278865100	43,165	216,000	SH		SOLE	NONE	216,000	0	0
Edwards Lifesciences Corp	COM	28176E108	46,481	582,320	SH		SOLE	NONE	582,320	0	0
8x8 Inc	COM	282914100	3,982	256,058	SH		SOLE	NONE	256,058	0	0
Electronic Arts Inc	COM	285512109	21,205	162,600	SH		SOLE	NONE	162,600	0	0
Element Solutions Inc	COM	28618M106	1,177	112,000	SH		SOLE	NONE	112,000	0	0
Etsy Inc	COM	29786A106	1,557	12,800	SH		SOLE	NONE	12,800	0	0
Euronet Worldwide Inc	COM	298736109	2	23	SH		SOLE	NONE	23	0	0
Everbridge Inc	COM	29978A104	3,520	28,000	SH		SOLE	NONE	28,000	0	0
Evergy Inc	COM	30034W106	6,810	134,000	SH		SOLE	NONE	134,000	0	0
Exelon Corp	COM	30161N101	11,908	333,000	SH		SOLE	NONE	333,000	0	0
Expedia Group Inc	COM	30212P303	18,597	202,822	SH		SOLE	NONE	202,822	0	0
Expeditors International of Wa	COM	302130109	30,053	332,000	SH		SOLE	NONE	332,000	0	0
Exxon Mobil Corp	COM	30231G102	31,483	917,065	SH		SOLE	NONE	917,065	0	0
FLIR Systems Inc	COM	302445101	1,089	30,365	SH		SOLE	NONE	30,365	0	0
Facebook Inc	COM	30303M102	142,952	545,827	SH		SOLE	NONE	545,827	0	0
FedEx Corp	COM	31428X106	8,223	32,693	SH		SOLE	NONE	32,693	0	0
F5 Networks Inc	COM	315616102	859	7,000	SH		SOLE	NONE	7,000	0	0
Fidelity National Information	COM	31620M106	74,783	508,000	SH		SOLE	NONE	508,000	0	0
Fidelity National Financial In	COM	31620R303	9,362	299,000	SH		SOLE	NONE	299,000	0	0
FireEye Inc	COM	31816Q101	302	24,435	SH		SOLE	NONE	24,435	0	0
First American Financial Corp	COM	31847R102	1,018	20,000	SH		SOLE	NONE	20,000	0	0
First Citizens BancShares Inc/	COM	31946M103	2,231	7,000	SH		SOLE	NONE	7,000	0	0
Fiserv Inc	COM	337738108	341	3,306	SH		SOLE	NONE	3,306	0	0
Five9 Inc	COM	338307101	2,075	16,000	SH		SOLE	NONE	16,000	0	0
Floor & Decor Holdings Inc	COM	339750101	481	6,432	SH		SOLE	NONE	6,432	0	0
Ford Motor Co	COM	345370860	680	102,057	SH		SOLE	NONE	102,057	0	0
Fortinet Inc	COM	34959E109	4,335	36,800	SH		SOLE	NONE	36,800	0	0
Fortive Corp	COM	34959J108	23,642	371,000	SH		SOLE	NONE	371,000	0	0
frontdoor Inc	COM	35905A109	6,770	174,000	SH		SOLE	NONE	174,000	0	0
GCI Liberty Inc	COM	36164V305	6,885	84,000	SH		SOLE	NONE	84,000	0	0
Gartner Inc	COM	366651107	2,829	22,643	SH		SOLE	NONE	22,643	0	0
General Electric Co	COM	369604103	6,805	1,092,332	SH		SOLE	NONE	1,092,332	0	0
General Mills Inc	COM	370334104	573	9,285	SH		SOLE	NONE	9,285	0	0
General Motors Co	COM	37045V100	64,615	2,183,692	SH		SOLE	NONE	2,183,692	0	0
Genuine Parts Co	COM	372460105	2,855	30,000	SH		SOLE	NONE	30,000	0	0
Gilead Sciences Inc	COM	375558103	45,370	718,000	SH		SOLE	NONE	718,000	0	0
Globe Life Inc	COM	37959E102	9,109	114,000	SH		SOLE	NONE	114,000	0	0
GoDaddy Inc	COM	380237107	1,519	20,000	SH		SOLE	NONE	20,000	0	0
Goldman Sachs Group Inc/The	COM	38141G104	54,772	272,539	SH		SOLE	NONE	272,539	0	0
Graco Inc	COM	384109104	3,988	65,000	SH		SOLE	NONE	65,000	0	0
GrafTech International Ltd	COM	384313508	2,387	349,000	SH		SOLE	NONE	349,000	0	0
Graphic Packaging Holding Co	COM	388689101	3,297	234,000	SH		SOLE	NONE	234,000	0	0
HCA Healthcare Inc	COM	40412C101	10,049	80,600	SH		SOLE	NONE	80,600	0	0
HD Supply Holdings Inc	COM	40416M105	6,640	161,000	SH		SOLE	NONE	161,000	0	0
HP Inc	COM	40434L105	15,192	800,000	SH		SOLE	NONE	800,000	0	0
Halliburton Co	COM	406216101	85	7,041	SH		SOLE	NONE	7,041	0	0
Harley-Davidson Inc	COM	412822108	1,953	79,600	SH		SOLE	NONE	79,600	0	0
Hartford Financial Services Gr	COM	416515104	7,114	193,000	SH		SOLE	NONE	193,000	0	0
Hershey Co/The	COM	427866108	9,116	63,600	SH		SOLE	NONE	63,600	0	0
Hexcel Corp	COM	428291108	3,348	99,800	SH		SOLE	NONE	99,800	0	0
HollyFrontier Corp	COM	436106108	1,715	87,000	SH		SOLE	NONE	87,000	0	0
Hologic Inc	COM	436440101	42,940	646,000	SH		SOLE	NONE	646,000	0	0
Home Depot Inc/The	COM	437076102	62,867	226,376	SH		SOLE	NONE	226,376	0	0
Howmet Aerospace Inc	COM	443201108	1,672	100,000	SH		SOLE	NONE	100,000	0	0
Humana Inc	COM	444859102	68,409	165,282	SH		SOLE	NONE	165,282	0	0
JB Hunt Transport Services Inc	COM	445658107	6,698	53,000	SH		SOLE	NONE	53,000	0	0
Huntington Bancshares Inc/OH	COM	446150104	2,127	232,000	SH		SOLE	NONE	232,000	0	0
Hyatt Hotels Corp	COM	448579102	9,673	181,252	SH		SOLE	NONE	181,252	0	0
IAA Inc	COM	449253103	27,545	529,000	SH		SOLE	NONE	529,000	0	0
ITT Inc	COM	45073V108	1,358	23,000	SH		SOLE	NONE	23,000	0	0
IDACORP Inc	COM	451107106	6,312	79,000	SH		SOLE	NONE	79,000	0	0
IDEXX Laboratories Inc	COM	45168D104	3,538	9,000	SH		SOLE	NONE	9,000	0	0
Illumina Inc	COM	452327109	2,465	7,976	SH		SOLE	NONE	7,976	0	0
Immunomedics Inc	COM	452907108	145,571	1,712,000	SH		SOLE	NONE	1,712,000	0	0
Immunomedics Inc	COM	452907108	2,857	33,600	SH		SOLE	NONE	33,600	0	0
Ingredion Inc	COM	457187102	3,234	42,729	SH		SOLE	NONE	42,729	0	0
Integra LifeSciences Holdings	COM	457985208	2,361	50,000	SH		SOLE	NONE	50,000	0	0
Intel Corp	COM	458140100	71,947	1,389,476	SH		SOLE	NONE	1,389,476	0	0
Interactive Brokers Group Inc	COM	45841N107	3,673	76,000	SH		SOLE	NONE	76,000	0	0
Intercontinental Exchange Inc	COM	45866F104	20,010	200,000	SH		SOLE	NONE	200,000	0	0
IBM	COM	459200101	1,843	15,149	SH		SOLE	NONE	15,149	0	0
Intuit Inc	COM	461202103	20,551	63,000	SH		SOLE	NONE	63,000	0	0
Intuitive Surgical Inc	COM	46120E602	383	540	SH		SOLE	NONE	540	0	0
Ionis Pharmaceuticals Inc	COM	462222100	587	12,374	SH		SOLE	NONE	12,374	0	0
iRobot Corp	COM	462726100	1,372	18,083	SH		SOLE	NONE	18,083	0	0
JPMorgan Chase & Co	COM	46625H100	213,279	2,215,426	SH		SOLE	NONE	2,215,426	0	0
JetBlue Airways Corp	COM	477143101	2,000	176,521	SH		SOLE	NONE	176,521	0	0
Johnson & Johnson	COM	478160104	221,874	1,490,285	SH		SOLE	NONE	1,490,285	0	0
Kansas City Southern	COM	485170302	3,074	17,000	SH		SOLE	NONE	17,000	0	0
Kemper Corp	COM	488401100	1,056	15,800	SH		SOLE	NONE	15,800	0	0
Keysight Technologies Inc	COM	49338L103	630	6,374	SH		SOLE	NONE	6,374	0	0
Kimberly-Clark Corp	COM	494368103	3,692	25,000	SH		SOLE	NONE	25,000	0	0
Kinder Morgan Inc	COM	49456B101	24,660	2,000,000	SH		SOLE	NONE	2,000,000	0	0
Kohl's Corp	COM	500255104	1,234	66,600	SH		SOLE	NONE	66,600	0	0
Kraft Heinz Co/The	COM	500754106	118	3,933	SH		SOLE	NONE	3,933	0	0
LKQ Corp	COM	501889208	4,201	151,500	SH		SOLE	NONE	151,500	0	0
LPL Financial Holdings Inc	COM	50212V100	4,294	56,000	SH		SOLE	NONE	56,000	0	0
Laboratory Corp of America Hol	COM	50540R409	3,972	21,100	SH		SOLE	NONE	21,100	0	0
Las Vegas Sands Corp	COM	517834107	4,211	90,245	SH		SOLE	NONE	90,245	0	0
Estee Lauder Cos Inc/The	COM	518439104	5,117	23,447	SH		SOLE	NONE	23,447	0	0
Leidos Holdings Inc	COM	525327102	1,337	15,000	SH		SOLE	NONE	15,000	0	0
Lennar Corp	COM	526057302	7,307	111,293	SH		SOLE	NONE	111,293	0	0
Eli Lilly and Co	COM	532457108	14,743	99,600	SH		SOLE	NONE	99,600	0	0
Lincoln National Corp	COM	534187109	3,164	101,000	SH		SOLE	NONE	101,000	0	0
Lockheed Martin Corp	COM	539830109	84,488	220,435	SH		SOLE	NONE	220,435	0	0
Lowe's Cos Inc	COM	548661107	50,587	305,000	SH		SOLE	NONE	305,000	0	0
Lululemon Athletica Inc	COM	550021109	14,822	45,000	SH		SOLE	NONE	45,000	0	0
MGIC Investment Corp	COM	552848103	11,219	1,266,200	SH		SOLE	NONE	1,266,200	0	0
MSCI Inc	COM	55354G100	17,839	50,000	SH		SOLE	NONE	50,000	0	0
Macquarie Infrastructure Corp	COM	55608B105	786	29,238	SH		SOLE	NONE	29,238	0	0
Madison Square Garden Sports C	COM	55825T103	8,577	57,000	SH		SOLE	NONE	57,000	0	0
Madison Square Garden Entertai	COM	55826T102	1,712	25,000	SH		SOLE	NONE	25,000	0	0
ManpowerGroup Inc	COM	56418H100	13,639	186,000	SH		SOLE	NONE	186,000	0	0
Marsh & McLennan Cos Inc	COM	571748102	19,163	167,070	SH		SOLE	NONE	167,070	0	0
Masco Corp	COM	574599106	11,688	212,000	SH		SOLE	NONE	212,000	0	0
Mastercard Inc	COM	57636Q104	12,939	38,261	SH		SOLE	NONE	38,261	0	0
Maxim Integrated Products Inc	COM	57772K101	8,789	130,000	SH		SOLE	NONE	130,000	0	0
McDonald's Corp	COM	580135101	28,254	128,724	SH		SOLE	NONE	128,724	0	0
McKesson Corp	COM	58155Q103	1,460	9,800	SH		SOLE	NONE	9,800	0	0
MercadoLibre Inc	COM	58733R102	250	231	SH		SOLE	NONE	231	0	0
Merck & Co Inc	COM	58933Y105	28,535	344,000	SH		SOLE	NONE	344,000	0	0
Mercury General Corp	COM	589400100	3,686	89,100	SH		SOLE	NONE	89,100	0	0
MetLife Inc	COM	59156R108	84,896	2,284,000	SH		SOLE	NONE	2,284,000	0	0
Microsoft Corp	COM	594918104	655,836	3,118,130	SH		SOLE	NONE	3,118,130	0	0
Micron Technology Inc	COM	595112103	2,200	46,840	SH		SOLE	NONE	46,840	0	0
Middleby Corp/The	COM	596278101	14,318	159,600	SH		SOLE	NONE	159,600	0	0
Mohawk Industries Inc	COM	608190104	1,464	15,000	SH		SOLE	NONE	15,000	0	0
Mondelez International Inc	COM	609207105	18,671	325,000	SH		SOLE	NONE	325,000	0	0
Monolithic Power Systems Inc	COM	609839105	2,796	10,000	SH		SOLE	NONE	10,000	0	0
Motorola Solutions Inc	COM	620076307	322	2,053	SH		SOLE	NONE	2,053	0	0
National Instruments Corp	COM	636518102	1,785	50,000	SH		SOLE	NONE	50,000	0	0
National Oilwell Varco Inc	COM	637071101	6,930	764,919	SH		SOLE	NONE	764,919	0	0
NetApp Inc	COM	64110D104	7,693	175,474	SH		SOLE	NONE	175,474	0	0
Netflix Inc	COM	64110L106	14,586	29,171	SH		SOLE	NONE	29,171	0	0
New Relic Inc	COM	64829B100	3,382	60,000	SH		SOLE	NONE	60,000	0	0
Newmont Corp	COM	651639106	14,865	234,278	SH		SOLE	NONE	234,278	0	0
NextEra Energy Inc	COM	65339F101	4,719	68,000	SH		SOLE	NONE	68,000	0	0
NIKE Inc	COM	654106103	55,634	443,157	SH		SOLE	NONE	443,157	0	0
NiSource Inc	COM	65473P105	93,768	4,262,200	SH		SOLE	NONE	4,262,200	0	0
Noble Energy Inc	COM	655044105	1,710	200,000	SH		SOLE	NONE	200,000	0	0
Norfolk Southern Corp	COM	655844108	34,452	161,000	SH		SOLE	NONE	161,000	0	0
Northern Trust Corp	COM	665859104	5,146	66,000	SH		SOLE	NONE	66,000	0	0
Northrop Grumman Corp	COM	666807102	20,822	66,000	SH		SOLE	NONE	66,000	0	0
NortonLifeLock Inc	COM	668771108	78,495	3,766,555	SH		SOLE	NONE	3,766,555	0	0
Nu Skin Enterprises Inc	COM	67018T105	501	10,000	SH		SOLE	NONE	10,000	0	0
NVIDIA Corp	COM	67066G104	53,583	99,004	SH		SOLE	NONE	99,004	0	0
O'Reilly Automotive Inc	COM	67103H107	17,244	37,400	SH		SOLE	NONE	37,400	0	0
ONEOK Inc	COM	682680103	3,611	139,000	SH		SOLE	NONE	139,000	0	0
Oracle Corp	COM	68389X105	17,015	285,000	SH		SOLE	NONE	285,000	0	0
Otis Worldwide Corp	COM	68902V107	14,450	231,500	SH		SOLE	NONE	231,500	0	0
PG&E Corp	COM	69331C108	33,053	3,520,000	SH		SOLE	NONE	3,520,000	0	0
PNC Financial Services Group I	COM	693475105	8,243	75,000	SH		SOLE	NONE	75,000	0	0
PRA Health Sciences Inc	COM	69354M108	1,319	13,000	SH		SOLE	NONE	13,000	0	0
PayPal Holdings Inc	COM	70450Y103	2,801	14,217	SH		SOLE	NONE	14,217	0	0
Pegasystems Inc	COM	705573103	9,030	74,600	SH		SOLE	NONE	74,600	0	0
Peloton Interactive Inc	COM	70614W100	16,455	165,810	SH		SOLE	NONE	165,810	0	0
PepsiCo Inc	COM	713448108	32,710	236,000	SH		SOLE	NONE	236,000	0	0
Pfizer Inc	COM	717081103	57,475	1,566,081	SH		SOLE	NONE	1,566,081	0	0
Philip Morris International In	COM	718172109	11,998	160,000	SH		SOLE	NONE	160,000	0	0
Phillips 66	COM	718546104	2,805	54,100	SH		SOLE	NONE	54,100	0	0
Pioneer Natural Resources Co	COM	723787107	2,322	27,000	SH		SOLE	NONE	27,000	0	0
Polaris Inc	COM	731068102	2,264	24,000	SH		SOLE	NONE	24,000	0	0
Pool Corp	COM	73278L105	1,338	4,000	SH		SOLE	NONE	4,000	0	0
Procter & Gamble Co/The	COM	742718109	35,998	259,000	SH		SOLE	NONE	259,000	0	0
Progressive Corp/The	COM	743315103	17,893	189,000	SH		SOLE	NONE	189,000	0	0
Prudential Financial Inc	COM	744320102	7,336	115,497	SH		SOLE	NONE	115,497	0	0
PulteGroup Inc	COM	745867101	4,629	100,000	SH		SOLE	NONE	100,000	0	0
QUALCOMM Inc	COM	747525103	41,872	355,815	SH		SOLE	NONE	355,815	0	0
Quest Diagnostics Inc	COM	74834L100	16,372	143,000	SH		SOLE	NONE	143,000	0	0
Ralph Lauren Corp	COM	751212101	646	9,500	SH		SOLE	NONE	9,500	0	0
Raytheon Technologies Corp	COM	75513E101	14,540	252,698	SH		SOLE	NONE	252,698	0	0
Regal Beloit Corp	COM	758750103	1,596	17,000	SH		SOLE	NONE	17,000	0	0
Regeneron Pharmaceuticals Inc	COM	75886F107	348	621	SH		SOLE	NONE	621	0	0
Reinsurance Group of America I	COM	759351604	1,759	18,484	SH		SOLE	NONE	18,484	0	0
Republic Services Inc	COM	760759100	9,428	101,000	SH		SOLE	NONE	101,000	0	0
Roku Inc	COM	77543R102	4,814	25,500	SH		SOLE	NONE	25,500	0	0
S&P Global Inc	COM	78409V104	52,815	146,465	SH		SOLE	NONE	146,465	0	0
SEI Investments Co	COM	784117103	2,840	56,000	SH		SOLE	NONE	56,000	0	0
salesforce.com Inc	COM	79466L302	7,335	29,184	SH		SOLE	NONE	29,184	0	0
Santander Consumer USA Holding	COM	80283M101	3,198	175,800	SH		SOLE	NONE	175,800	0	0
Schneider National Inc	COM	80689H102	1,039	42,000	SH		SOLE	NONE	42,000	0	0
Charles Schwab Corp/The	COM	808513105	326	9,009	SH		SOLE	NONE	9,009	0	0
Seaboard Corp	COM	811543107	306	108	SH		SOLE	NONE	108	0	0
ServiceNow Inc	COM	81762P102	3,872	7,984	SH		SOLE	NONE	7,984	0	0
Sherwin-Williams Co/The	COM	824348106	13,238	19,000	SH		SOLE	NONE	19,000	0	0
Signature Bank/New York NY	COM	82669G104	747	9,000	SH		SOLE	NONE	9,000	0	0
Skyworks Solutions Inc	COM	83088M102	7,723	53,082	SH		SOLE	NONE	53,082	0	0
Spirit AeroSystems Holdings In	COM	848574109	1,891	100,000	SH		SOLE	NONE	100,000	0	0
Splunk Inc	COM	848637104	517	2,747	SH		SOLE	NONE	2,747	0	0
Square Inc	COM	852234103	1,547	9,516	SH		SOLE	NONE	9,516	0	0
State Street Corp	COM	857477103	3,560	60,000	SH		SOLE	NONE	60,000	0	0
Stryker Corp	COM	863667101	9,394	45,083	SH		SOLE	NONE	45,083	0	0
SunPower Corp	COM	867652406	36	2,874	SH		SOLE	NONE	2,874	0	0
Switch Inc	COM	87105L104	3,218	206,132	SH		SOLE	NONE	206,132	0	0
Synaptics Inc	COM	87157D109	155	1,927	SH		SOLE	NONE	1,927	0	0
Synopsys Inc	COM	871607107	9,971	46,600	SH		SOLE	NONE	46,600	0	0
SYNNEX Corp	COM	87162W100	1,541	11,000	SH		SOLE	NONE	11,000	0	0
TD Ameritrade Holding Corp	COM	87236Y108	37,200	950,200	SH		SOLE	NONE	950,200	0	0
TJX Cos Inc/The	COM	872540109	6,678	120,000	SH		SOLE	NONE	120,000	0	0
T-Mobile US Inc	COM	872590104	3,545	31,000	SH		SOLE	NONE	31,000	0	0
Tapestry Inc	COM	876030107	56	3,560	SH		SOLE	NONE	3,560	0	0
Target Corp	COM	87612E106	26,761	170,000	SH		SOLE	NONE	170,000	0	0
Telephone and Data Systems Inc	COM	879433829	756	41,000	SH		SOLE	NONE	41,000	0	0
Tempur Sealy International Inc	COM	88023U101	7,331	82,200	SH		SOLE	NONE	82,200	0	0
Tesla Inc	COM	88160R101	1,991	4,640	SH		SOLE	NONE	4,640	0	0
Texas Capital Bancshares Inc	COM	88224Q107	3,710	119,174	SH		SOLE	NONE	119,174	0	0
Texas Instruments Inc	COM	882508104	356	2,490	SH		SOLE	NONE	2,490	0	0
Textron Inc	COM	883203101	2	66	SH		SOLE	NONE	66	0	0
3M Co	COM	88579Y101	1,187	7,410	SH		SOLE	NONE	7,410	0	0
TransUnion	COM	89400J107	4,038	48,000	SH		SOLE	NONE	48,000	0	0
TripAdvisor Inc	COM	896945201	627	32,031	SH		SOLE	NONE	32,031	0	0
Truist Financial Corp	COM	89832Q109	7,800	205,000	SH		SOLE	NONE	205,000	0	0
Twilio Inc	COM	90138F102	1,894	7,666	SH		SOLE	NONE	7,666	0	0
Twitter Inc	COM	90184L102	786	17,661	SH		SOLE	NONE	17,661	0	0
Tyson Foods Inc	COM	902494103	6,840	115,000	SH		SOLE	NONE	115,000	0	0
US Bancorp	COM	902973304	11,042	308,000	SH		SOLE	NONE	308,000	0	0
Umpqua Holdings Corp	COM	904214103	2,082	196,000	SH		SOLE	NONE	196,000	0	0
United Airlines Holdings Inc	COM	910047109	17,375	500,000	SH		SOLE	NONE	500,000	0	0
United States Cellular Corp	COM	911684108	827	28,000	SH		SOLE	NONE	28,000	0	0
UnitedHealth Group Inc	COM	91324P102	31,015	99,480	SH		SOLE	NONE	99,480	0	0
Unum Group	COM	91529Y106	5,874	349,000	SH		SOLE	NONE	349,000	0	0
Vale SA	ADR	91912E105	392	37,043	SH		SOLE	NONE	37,043	0	0
Valero Energy Corp	COM	91913Y100	853	19,700	SH		SOLE	NONE	19,700	0	0
Valvoline Inc	COM	92047W101	3,865	203,000	SH		SOLE	NONE	203,000	0	0
Varian Medical Systems Inc	COM	92220P105	61,854	359,616	SH		SOLE	NONE	359,616	0	0
Veeva Systems Inc	COM	922475108	85	301	SH		SOLE	NONE	301	0	0
VeriSign Inc	COM	92343E102	19,666	96,000	SH		SOLE	NONE	96,000	0	0
Verizon Communications Inc	COM	92343V104	82,096	1,380,000	SH		SOLE	NONE	1,380,000	0	0
Verisk Analytics Inc	COM	92345Y106	2,965	16,000	SH		SOLE	NONE	16,000	0	0
ViacomCBS Inc	COM	92556H107	155	5,109	SH		SOLE	NONE	5,109	0	0
ViacomCBS Inc	COM	92556H206	47,491	1,695,512	SH		SOLE	NONE	1,695,512	0	0
Visa Inc	COM	92826C839	2,773,279	13,868,474	SH		SOLE	NONE	13,868,474	0	0
Voya Financial Inc	COM	929089100	4,218	88,000	SH		SOLE	NONE	88,000	0	0
Walmart Inc	COM	931142103	35,677	255,000	SH		SOLE	NONE	255,000	0	0
Waste Management Inc	COM	94106L109	8,488	75,000	SH		SOLE	NONE	75,000	0	0
Webster Financial Corp	COM	947890109	924	35,000	SH		SOLE	NONE	35,000	0	0
Wells Fargo & Co	COM	949746101	21,089	897,035	SH		SOLE	NONE	897,035	0	0
Western Alliance Bancorp	COM	957638109	4,617	146,000	SH		SOLE	NONE	146,000	0	0
Western Digital Corp	COM	958102105	698	19,095	SH		SOLE	NONE	19,095	0	0
Workday Inc	COM	98138H101	2,215	10,298	SH		SOLE	NONE	10,298	0	0
Wyndham Destinations Inc	COM	98310W108	3,845	125,000	SH		SOLE	NONE	125,000	0	0
Wynn Resorts Ltd	COM	983134107	253	3,529	SH		SOLE	NONE	3,529	0	0
Xilinx Inc	COM	983919101	1,846	17,709	SH		SOLE	NONE	17,709	0	0
Yelp Inc	COM	985817105	547	27,225	SH		SOLE	NONE	27,225	0	0
Yum! Brands Inc	COM	988498101	16,891	185,000	SH		SOLE	NONE	185,000	0	0
Zendesk Inc	COM	98936J101	7,204	70,000	SH		SOLE	NONE	70,000	0	0
Zimmer Biomet Holdings Inc	COM	98956P102	2,995	22,000	SH		SOLE	NONE	22,000	0	0
Zscaler Inc	COM	98980G102	305	2,166	SH		SOLE	NONE	2,166	0	0
Zynga Inc	COM	98986T108	5,472	600,000	SH		SOLE	NONE	600,000	0	0
American National Group Inc	COM	02772A109	152	2,256	SH		SOLE	NONE	2,256	0	0
Amazon.com Inc	PUT	023135106	3,149	1,000	SH	Put	SOLE	NONE	1,000	0	0
Amazon.com Inc	PUT	023135106	23,615	7,500	SH	Put	SOLE	NONE	7,500	0	0
Keysight Technologies Inc	CALL	49338L103	14,027	142,000	SH	Call	SOLE	NONE	142,000	0	0
Micron Technology Inc	CALL	595112103	35,042	746,200	SH	Call	SOLE	NONE	746,200	0	0
NVIDIA Corp	PUT	67066G104	27,061	50,000	SH	Put	SOLE	NONE	50,000	0	0
NVIDIA Corp	PUT	67066G104	13,531	25,000	SH	Put	SOLE	NONE	25,000	0	0
NVIDIA Corp	PUT	67066G104	24,463	45,200	SH	Put	SOLE	NONE	45,200	0	0
Pfizer Inc	CALL	717081103	367	10,000	SH	Call	SOLE	NONE	10,000	0	0
Pfizer Inc	PUT	717081103	367	10,000	SH	Put	SOLE	NONE	10,000	0	0
ServiceNow Inc	CALL	81762P102	10,185	21,000	SH	Call	SOLE	NONE	21,000	0	0
Twitter Inc	CALL	90184L102	10,413	234,000	SH	Call	SOLE	NONE	234,000	0	0
Xilinx Inc	CALL	983919101	206,604	1,982,000	SH	Call	SOLE	NONE	1,982,000	0	0