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
Arch Capital Group Ltd	COM	G0450A105	8,134	212,000	SH		SOLE	NONE	212,000	0	0
Assured Guaranty Ltd	COM	G0585R106	4,786	113,200	SH		SOLE	NONE	113,200	0	0
Athene Holding Ltd	COM	G0684D107	18,648	370,000	SH		SOLE	NONE	370,000	0	0
Genpact Ltd	COM	G3922B107	11,690	273,000	SH		SOLE	NONE	273,000	0	0
IHS Markit Ltd	COM	G47567105	135,283	1,397,840	SH		SOLE	NONE	1,397,840	0	0
Invesco Ltd	COM	G491BT108	44,135	1,750,000	SH		SOLE	NONE	1,750,000	0	0
Lazard Ltd	COM	G54050102	7,492	172,200	SH		SOLE	NONE	172,200	0	0
BCE Inc	COM	05534B760	78,634	1,742,000	SH		SOLE	NONE	1,742,000	0	0
Bank of Montreal	COM	063671101	41,254	462,900	SH		SOLE	NONE	462,900	0	0
Shopify Inc	COM	82509L107	74,834	67,631	SH		SOLE	NONE	67,631	0	0
Sensata Technologies Holding P	COM	G8060N102	99	1,700	SH		SOLE	NONE	1,700	0	0
Nielsen Holdings PLC	COM	G6518L108	71,175	2,830,000	SH		SOLE	NONE	2,830,000	0	0
Accenture PLC	COM	G1151C101	231	835	SH		SOLE	NONE	835	0	0
Eaton Corp PLC	COM	G29183103	34,155	247,000	SH		SOLE	NONE	247,000	0	0
Johnson Controls International	COM	G51502105	81,670	1,368,700	SH		SOLE	NONE	1,368,700	0	0
Linde PLC	COM	G5494J103	47,344	169,000	SH		SOLE	NONE	169,000	0	0
Aptiv PLC	COM	G6095L109	685	4,966	SH		SOLE	NONE	4,966	0	0
Ambarella Inc	COM	G037AX101	218	2,172	SH		SOLE	NONE	2,172	0	0
StoneCo Ltd	COM	G85158106	17,386	284,000	SH		SOLE	NONE	284,000	0	0
Royal Caribbean Cruises Ltd	COM	V7780T103	247	2,882	SH		SOLE	NONE	2,882	0	0
Carnival Corp	COM	143658300	696	26,222	SH		SOLE	NONE	26,222	0	0
AES Corp/The	COM	00130H105	6,032	225,000	SH		SOLE	NONE	225,000	0	0
AT&T Inc	COM	00206R102	67	2,216	SH		SOLE	NONE	2,216	0	0
Abbott Laboratories	COM	002824100	5,992	50,000	SH		SOLE	NONE	50,000	0	0
AbbVie Inc	COM	00287Y109	26,100	241,179	SH		SOLE	NONE	241,179	0	0
Adobe Inc	COM	00724F101	24,202	50,912	SH		SOLE	NONE	50,912	0	0
AECOM	COM	00766T100	6,988	109,000	SH		SOLE	NONE	109,000	0	0
Advanced Micro Devices Inc	COM	007903107	1,611	20,517	SH		SOLE	NONE	20,517	0	0
Air Lease Corp	COM	00912X302	3,332	68,000	SH		SOLE	NONE	68,000	0	0
Alexion Pharmaceuticals Inc	COM	015351109	39,451	258,000	SH		SOLE	NONE	258,000	0	0
Alibaba Group Holding Ltd	ADR	01609W102	215	949	SH		SOLE	NONE	7,592	0	0
Align Technology Inc	COM	016255101	20,030	36,987	SH		SOLE	NONE	36,987	0	0
Alliance Data Systems Corp	COM	018581108	11,097	99,000	SH		SOLE	NONE	99,000	0	0
Allstate Corp/The	COM	020002101	24,704	215,000	SH		SOLE	NONE	215,000	0	0
Ally Financial Inc	COM	02005N100	6,347	140,400	SH		SOLE	NONE	140,400	0	0
Alphabet Inc	COM	02079K107	49,935	24,139	SH		SOLE	NONE	24,139	0	0
Alphabet Inc	COM	02079K305	439,391	213,036	SH		SOLE	NONE	213,036	0	0
Altice USA Inc	COM	02156K103	18,672	574,000	SH		SOLE	NONE	574,000	0	0
Amazon.com Inc	COM	023135106	291,620	94,251	SH		SOLE	NONE	94,251	0	0
American Electric Power Co Inc	COM	025537101	11,982	141,469	SH		SOLE	NONE	141,469	0	0
American National Group Inc	COM	02772A109	243	2,256	SH		SOLE	NONE	2,256	0	0
AmerisourceBergen Corp	COM	03073E105	7,793	66,000	SH		SOLE	NONE	66,000	0	0
AMETEK Inc	COM	031100100	7,792	61,000	SH		SOLE	NONE	61,000	0	0
Amgen Inc	COM	031162100	271	1,090	SH		SOLE	NONE	1,090	0	0
Apple Inc	COM	037833100	333,777	2,732,521	SH		SOLE	NONE	2,732,521	0	0
Apple Inc	COM	037833100	35,668	292,000	SH		SOLE	NONE	292,000	0	0
Applied Materials Inc	COM	038222105	29,535	221,067	SH		SOLE	NONE	221,067	0	0
Aramark	COM	03852U106	63,474	1,680,100	SH		SOLE	NONE	1,680,100	0	0
Arista Networks Inc	COM	040413106	840	2,782	SH		SOLE	NONE	2,782	0	0
Associated Banc-Corp	COM	045487105	1,024	48,000	SH		SOLE	NONE	48,000	0	0
AutoNation Inc	COM	05329W102	1,193	12,800	SH		SOLE	NONE	12,800	0	0
Baidu Inc	ADR	056752108	48	222	SH		SOLE	NONE	1,776	0	0
Bank of America Corp	COM	060505104	122,244	3,159,565	SH		SOLE	NONE	3,159,565	0	0
Bank of New York Mellon Corp/T	COM	064058100	31,968	676,000	SH		SOLE	NONE	676,000	0	0
Baxter International Inc	COM	071813109	5,482	65,000	SH		SOLE	NONE	65,000	0	0
Beyond Meat Inc	COM	08862E109	8,985	69,055	SH		SOLE	NONE	69,055	0	0
Biogen Inc	COM	09062X103	1,789	6,395	SH		SOLE	NONE	6,395	0	0
Boeing Co/The	COM	097023105	35,545	139,545	SH		SOLE	NONE	139,545	0	0
Booking Holdings Inc	COM	09857L108	277	119	SH		SOLE	NONE	119	0	0
Boston Scientific Corp	COM	101137107	20,265	524,318	SH		SOLE	NONE	524,318	0	0
Boston Scientific Corp	COM	101137107	20,291	525,000	SH		SOLE	NONE	525,000	0	0
Broadcom Inc	COM	11135F101	7,636	16,468	SH		SOLE	NONE	16,468	0	0
Brown & Brown Inc	COM	115236101	10,710	234,300	SH		SOLE	NONE	234,300	0	0
CDW Corp/DE	COM	12514G108	9,282	56,000	SH		SOLE	NONE	56,000	0	0
Cigna Corp	COM	125523100	4,078	16,868	SH		SOLE	NONE	16,868	0	0
CVS Health Corp	COM	126650100	13,186	175,273	SH		SOLE	NONE	175,273	0	0
Caesars Entertainment Inc	COM	12769G100	3,189	36,461	SH		SOLE	NONE	36,461	0	0
Capital One Financial Corp	COM	14040H105	37,781	296,947	SH		SOLE	NONE	296,947	0	0
Cardinal Health Inc	COM	14149Y108	1,452	23,900	SH		SOLE	NONE	23,900	0	0
CHANGE HEALTHCARE INC	COM	15912K100	15,249	690,000	SH		SOLE	NONE	690,000	0	0
Charles River Laboratories Int	COM	159864107	4,058	14,000	SH		SOLE	NONE	14,000	0	0
Chevron Corp	COM	166764100	21,574	205,874	SH		SOLE	NONE	205,874	0	0
Chevron Corp	COM	166764100	43,488	415,000	SH		SOLE	NONE	415,000	0	0
Cisco Systems Inc/Delaware	COM	17275R102	463	8,961	SH		SOLE	NONE	8,961	0	0
Cintas Corp	COM	172908105	2,389	7,000	SH		SOLE	NONE	7,000	0	0
Citigroup Inc	COM	172967424	23,933	328,978	SH		SOLE	NONE	328,978	0	0
Cliffs Natural Resources Inc	CDS on Note CLF 1 1/2 01/15/25	185899AA9	18,433	7,000,000	PRN		SOLE	NONE	905,090	0	0
Coca-Cola Co/The	COM	191216100	56,843	1,078,419	SH		SOLE	NONE	1,078,419	0	0
Coherent Inc	COM	192479103	29,320	115,941	SH		SOLE	NONE	115,941	0	0
Comcast Corp	COM	20030N101	15,876	293,400	SH		SOLE	NONE	293,400	0	0
ConocoPhillips	COM	20825C104	26,610	502,360	SH		SOLE	NONE	502,360	0	0
ConocoPhillips	COM	20825C104	28,816	544,000	SH		SOLE	NONE	544,000	0	0
Constellation Brands Inc	COM	21036P108	31,236	137,000	SH		SOLE	NONE	137,000	0	0
Cooper Cos Inc/The	COM	216648402	12,399	32,282	SH		SOLE	NONE	32,282	0	0
CoreLogic Inc/United States	COM	21871D103	12,363	156,000	SH		SOLE	NONE	156,000	0	0
Corning Inc	COM	219350105	9,782	224,824	SH		SOLE	NONE	224,824	0	0
Corteva Inc	COM	22052L104	13,613	292,000	SH		SOLE	NONE	292,000	0	0
Costco Wholesale Corp	COM	22160K105	60,274	171,000	SH		SOLE	NONE	171,000	0	0
Crowdstrike Holdings Inc	COM	22788C105	955	5,235	SH		SOLE	NONE	5,235	0	0
Crown Holdings Inc	COM	228368106	6,532	67,314	SH		SOLE	NONE	67,314	0	0
Curtiss-Wright Corp	COM	231561101	4,564	38,480	SH		SOLE	NONE	38,480	0	0
DR Horton Inc	COM	23331A109	2,112	23,700	SH		SOLE	NONE	23,700	0	0
DTE Energy Co	COM	233331107	5,113	38,400	SH		SOLE	NONE	38,400	0	0
DXC Technology Co	COM	23355L106	4,314	138,000	SH		SOLE	NONE	138,000	0	0
Danaher Corp	COM	235851102	45,916	204,000	SH		SOLE	NONE	204,000	0	0
Darden Restaurants Inc	COM	237194105	14,768	104,000	SH		SOLE	NONE	104,000	0	0
Datadog Inc	COM	23804L103	8,597	103,155	SH		SOLE	NONE	103,155	0	0
Deere & Co	COM	244199105	29,557	79,000	SH		SOLE	NONE	79,000	0	0
Deere & Co	COM	244199105	83,284	222,600	SH		SOLE	NONE	222,600	0	0
Dell Technologies Inc	COM	24703L202	8,198	93,000	SH		SOLE	NONE	93,000	0	0
Delta Air Lines Inc	COM	247361702	11,201	232,000	SH		SOLE	NONE	232,000	0	0
Delta Air Lines Inc	COM	247361702	18,346	380,000	SH		SOLE	NONE	380,000	0	0
Walt Disney Co/The	COM	254687106	133,106	721,361	SH		SOLE	NONE	721,361	0	0
Discover Financial Services	COM	254709108	21,005	221,125	SH		SOLE	NONE	221,125	0	0
Discovery Inc	COM	25470F104	50,892	1,171,000	SH		SOLE	NONE	1,171,000	0	0
Discovery Inc	COM	25470F302	31,541	855,000	SH		SOLE	NONE	855,000	0	0
DocuSign Inc	COM	256163106	27,828	137,458	SH		SOLE	NONE	137,458	0	0
Dollar General Corp	COM	256677105	2,634	13,000	SH		SOLE	NONE	13,000	0	0
Dollar Tree Inc	COM	256746108	7,211	63,000	SH		SOLE	NONE	63,000	0	0
Dominion Energy Inc	COM	25746U109	22,104	291,000	SH		SOLE	NONE	291,000	0	0
Domino's Pizza Inc	COM	25754A201	4,781	13,000	SH		SOLE	NONE	13,000	0	0
Dover Corp	COM	260003108	15,221	111,000	SH		SOLE	NONE	111,000	0	0
Dow Inc	COM	260557103	1,327	20,760	SH		SOLE	NONE	20,760	0	0
Dropbox Inc	COM	26210C104	23,914	897,000	SH		SOLE	NONE	897,000	0	0
Duke Energy Corp	COM	26441C204	24,615	255,000	SH		SOLE	NONE	255,000	0	0
Dun & Bradstreet Holdings Inc	COM	26484T106	2,524	106,000	SH		SOLE	NONE	106,000	0	0
DuPont de Nemours Inc	COM	26614N102	21,948	284,000	SH		SOLE	NONE	284,000	0	0
DuPont de Nemours Inc	COM	26614N102	21,948	284,000	SH		SOLE	NONE	284,000	0	0
Dynatrace Inc	COM	268150109	10,709	222,000	SH		SOLE	NONE	222,000	0	0
eBay Inc	COM	278642103	24,251	395,998	SH		SOLE	NONE	395,998	0	0
Edison International	COM	281020107	2,754	47,000	SH		SOLE	NONE	47,000	0	0
Edwards Lifesciences Corp	COM	28176E108	20,793	248,600	SH		SOLE	NONE	248,600	0	0
Elanco Animal Health Inc	COM	28414H103	19,143	650,000	SH		SOLE	NONE	650,000	0	0
Electronic Arts Inc	COM	285512109	32,299	238,600	SH		SOLE	NONE	238,600	0	0
Encompass Health Corp	COM	29261A100	19,083	233,000	SH		SOLE	NONE	233,000	0	0
Entegris Inc	COM	29362U104	7,938	71,000	SH		SOLE	NONE	71,000	0	0
Entergy Corp	COM	29364G103	11,837	119,000	SH		SOLE	NONE	119,000	0	0
Equitable Holdings Inc	COM	29452E101	3,882	119,000	SH		SOLE	NONE	119,000	0	0
Evergy Inc	COM	30034W106	3,512	59,000	SH		SOLE	NONE	59,000	0	0
Eversource Energy	COM	30040W108	7,100	82,000	SH		SOLE	NONE	82,000	0	0
Exelon Corp	COM	30161N101	17,496	400,000	SH		SOLE	NONE	400,000	0	0
Expedia Group Inc	COM	30212P303	104,274	605,823	SH		SOLE	NONE	605,823	0	0
Exxon Mobil Corp	COM	30231G102	101,043	1,809,827	SH		SOLE	NONE	1,809,827	0	0
Exxon Mobil Corp	COM	30231G102	43,547	780,000	SH		SOLE	NONE	780,000	0	0
FLIR Systems Inc	COM	302445101	71,649	1,268,800	SH		SOLE	NONE	1,268,800	0	0
FMC Corp	COM	302491303	1,549	14,000	SH		SOLE	NONE	14,000	0	0
FTI Consulting Inc	COM	302941109	1,121	8,000	SH		SOLE	NONE	8,000	0	0
Facebook Inc	COM	30303M102	335,961	1,140,667	SH		SOLE	NONE	1,140,667	0	0
FedEx Corp	COM	31428X106	15,299	53,863	SH		SOLE	NONE	53,863	0	0
FedEx Corp	COM	31428X106	41,186	145,000	SH		SOLE	NONE	145,000	0	0
F5 Networks Inc	COM	315616102	1,815	8,700	SH		SOLE	NONE	8,700	0	0
Fidelity National Information	COM	31620M106	106,020	754,000	SH		SOLE	NONE	754,000	0	0
Fidelity National Financial In	COM	31620R303	1,382	34,000	SH		SOLE	NONE	34,000	0	0
Fifth Third Bancorp	COM	316773100	35,578	950,000	SH		SOLE	NONE	950,000	0	0
First Republic Bank/CA	COM	33616C100	13,340	80,000	SH		SOLE	NONE	80,000	0	0
Fiserv Inc	COM	337738108	611	5,131	SH		SOLE	NONE	5,131	0	0
Five9 Inc	COM	338307101	1,094	7,000	SH		SOLE	NONE	7,000	0	0
FleetCor Technologies Inc	COM	339041105	18,267	68,000	SH		SOLE	NONE	68,000	0	0
Floor & Decor Holdings Inc	COM	339750101	926	9,700	SH		SOLE	NONE	9,700	0	0
Foot Locker Inc	COM	344849104	1,631	29,000	SH		SOLE	NONE	29,000	0	0
Ford Motor Co	COM	345370860	16,660	1,360,000	SH		SOLE	NONE	1,360,000	0	0
Fortive Corp	COM	34959J108	3,815	54,000	SH		SOLE	NONE	54,000	0	0
Fortune Brands Home & Security	COM	34964C106	3,612	37,700	SH		SOLE	NONE	37,700	0	0
Fox Corp	COM	35137L204	5,512	157,800	SH		SOLE	NONE	157,800	0	0
Freeport-McMoRan Inc	COM	35671D857	13,398	406,868	SH		SOLE	NONE	406,868	0	0
General Electric Co	COM	369604103	13,563	1,033,000	SH		SOLE	NONE	1,033,000	0	0
General Motors Co	COM	37045V100	91,845	1,598,412	SH		SOLE	NONE	1,598,412	0	0
General Motors Co	COM	37045V100	120,666	2,100,000	SH		SOLE	NONE	2,100,000	0	0
Genuine Parts Co	COM	372460105	312	2,700	SH		SOLE	NONE	2,700	0	0
Gilead Sciences Inc	COM	375558103	73,986	1,144,769	SH		SOLE	NONE	1,144,769	0	0
GoDaddy Inc	COM	380237107	18,706	241,000	SH		SOLE	NONE	241,000	0	0
Goldman Sachs Group Inc/The	COM	38141G104	12,821	39,207	SH		SOLE	NONE	39,207	0	0
W R Grace & Co	COM	38388F108	1,137	19,000	SH		SOLE	NONE	19,000	0	0
Graham Holdings Co	COM	384637104	570	1,014	SH		SOLE	NONE	1,014	0	0
WW Grainger Inc	COM	384802104	9,221	23,000	SH		SOLE	NONE	23,000	0	0
Grubhub Inc	COM	400110102	24,180	403,000	SH		SOLE	NONE	403,000	0	0
HCA Healthcare Inc	COM	40412C101	4,332	23,000	SH		SOLE	NONE	23,000	0	0
Hain Celestial Group Inc/The	COM	405217100	5,401	123,884	SH		SOLE	NONE	123,884	0	0
Hartford Financial Services Gr	COM	416515104	4,088	61,200	SH		SOLE	NONE	61,200	0	0
Hershey Co/The	COM	427866108	3,796	24,000	SH		SOLE	NONE	24,000	0	0
Home Depot Inc/The	COM	437076102	44,567	146,000	SH		SOLE	NONE	146,000	0	0
Honeywell International Inc	COM	438516106	9,768	45,000	SH		SOLE	NONE	45,000	0	0
Howmet Aerospace Inc	COM	443201108	8,026	249,800	SH		SOLE	NONE	249,800	0	0
Humana Inc	COM	444859102	64,145	153,000	SH		SOLE	NONE	153,000	0	0
Huntington Ingalls Industries	COM	446413106	1,132	5,500	SH		SOLE	NONE	5,500	0	0
Illumina Inc	COM	452327109	467	1,216	SH		SOLE	NONE	1,216	0	0
Ingersoll Rand Inc	COM	45687V106	246	5,000	SH		SOLE	NONE	5,000	0	0
Inphi Corp	COM	45772F107	50,961	285,639	SH		SOLE	NONE	285,639	0	0
Insulet Corp	COM	45784P101	757	2,900	SH		SOLE	NONE	2,900	0	0
Integra LifeSciences Holdings	COM	457985208	1,488	21,540	SH		SOLE	NONE	21,540	0	0
Intel Corp	COM	458140100	165,552	2,586,756	SH		SOLE	NONE	2,586,756	0	0
Interactive Brokers Group Inc	COM	45841N107	1,592	21,800	SH		SOLE	NONE	21,800	0	0
Intercontinental Exchange Inc	COM	45866F104	11,168	100,000	SH		SOLE	NONE	100,000	0	0
IBM	COM	459200101	219	1,644	SH		SOLE	NONE	1,644	0	0
IFF	COM	459506101	85,511	612,500	SH		SOLE	NONE	612,500	0	0
International Paper Co	COM	460146103	39,471	730,000	SH		SOLE	NONE	730,000	0	0
International Paper Co	COM	460146103	42,012	777,000	SH		SOLE	NONE	777,000	0	0
Intuitive Surgical Inc	COM	46120E602	723	979	SH		SOLE	NONE	979	0	0
IQVIA Holdings Inc	COM	46266C105	22,018	114,000	SH		SOLE	NONE	114,000	0	0
iRobot Corp	COM	462726100	1,121	9,176	SH		SOLE	NONE	9,176	0	0
JPMorgan Chase & Co	COM	46625H100	108,001	709,461	SH		SOLE	NONE	709,461	0	0
Jacobs Engineering Group Inc	COM	469814107	4,266	33,000	SH		SOLE	NONE	33,000	0	0
Jefferies Financial Group Inc	COM	47233W109	11,227	373,000	SH		SOLE	NONE	373,000	0	0
Johnson & Johnson	COM	478160104	162,568	989,160	SH		SOLE	NONE	989,160	0	0
Keysight Technologies Inc	COM	49338L103	186	1,300	SH		SOLE	NONE	1,300	0	0
LKQ Corp	COM	501889208	7,323	173,000	SH		SOLE	NONE	173,000	0	0
L3Harris Technologies Inc	COM	502431109	22,092	109,000	SH		SOLE	NONE	109,000	0	0
Laboratory Corp of America Hol	COM	50540R409	5,611	22,000	SH		SOLE	NONE	22,000	0	0
Lam Research Corp	COM	512807108	5,357	9,000	SH		SOLE	NONE	9,000	0	0
Las Vegas Sands Corp	COM	517834107	34,062	560,592	SH		SOLE	NONE	560,592	0	0
Estee Lauder Cos Inc/The	COM	518439104	4,944	17,000	SH		SOLE	NONE	17,000	0	0
Lennar Corp	COM	526057302	6,917	84,000	SH		SOLE	NONE	84,000	0	0
Liberty Broadband Corp	COM	530307305	37,538	250,000	SH		SOLE	NONE	250,000	0	0
Liberty Media Corp-Liberty Sir	COM	531229607	4,376	99,200	SH		SOLE	NONE	99,200	0	0
Lockheed Martin Corp	COM	539830109	32,861	88,935	SH		SOLE	NONE	88,935	0	0
Lowe's Cos Inc	COM	548661107	37,085	195,000	SH		SOLE	NONE	195,000	0	0
Lowe's Cos Inc	COM	548661107	45,643	240,000	SH		SOLE	NONE	240,000	0	0
Lyft Inc	COM	55087P104	544	8,616	SH		SOLE	NONE	8,616	0	0
M&T Bank Corp	COM	55261F104	1,061	7,000	SH		SOLE	NONE	7,000	0	0
MGIC Investment Corp	COM	552848103	17,229	1,244,000	SH		SOLE	NONE	1,244,000	0	0
MGM Resorts International	COM	552953101	8,396	221,000	SH		SOLE	NONE	221,000	0	0
MSCI Inc	COM	55354G100	4,950	11,807	SH		SOLE	NONE	11,807	0	0
Macquarie Infrastructure Corp	COM	55608B105	930	29,238	SH		SOLE	NONE	29,238	0	0
Madison Square Garden Sports C	COM	55825T103	4,666	26,000	SH		SOLE	NONE	26,000	0	0
ManpowerGroup Inc	COM	56418H100	4,737	47,900	SH		SOLE	NONE	47,900	0	0
Marathon Petroleum Corp	COM	56585A102	76,052	1,421,800	SH		SOLE	NONE	1,421,800	0	0
Maravai LifeSciences Holdings	COM	56600D107	6,665	187,000	SH		SOLE	NONE	187,000	0	0
Martin Marietta Materials Inc	COM	573284106	2,351	7,000	SH		SOLE	NONE	7,000	0	0
Mastercard Inc	COM	57636Q104	66,616	187,097	SH		SOLE	NONE	187,097	0	0
Match Group Inc	COM	57667L107	8,105	59,000	SH		SOLE	NONE	59,000	0	0
Maxim Integrated Products Inc	COM	57772K101	38,622	422,700	SH		SOLE	NONE	422,700	0	0
McDonald's Corp	COM	580135101	6,326	28,224	SH		SOLE	NONE	28,224	0	0
McKesson Corp	COM	58155Q103	6,436	33,000	SH		SOLE	NONE	33,000	0	0
MercadoLibre Inc	COM	58733R102	3,623	2,461	SH		SOLE	NONE	2,461	0	0
Merck & Co Inc	COM	58933Y105	1,465	19,000	SH		SOLE	NONE	19,000	0	0
Mercury Systems Inc	COM	589378108	1,978	28,000	SH		SOLE	NONE	28,000	0	0
Mercury General Corp	COM	589400100	1,399	23,000	SH		SOLE	NONE	23,000	0	0
MetLife Inc	COM	59156R108	15,501	255,000	SH		SOLE	NONE	255,000	0	0
Microsoft Corp	COM	594918104	168,845	716,142	SH		SOLE	NONE	716,142	0	0
Micron Technology Inc	COM	595112103	43,351	491,452	SH		SOLE	NONE	491,452	0	0
Monolithic Power Systems Inc	COM	609839105	6,711	19,000	SH		SOLE	NONE	19,000	0	0
Morningstar Inc	COM	617700109	3,398	15,100	SH		SOLE	NONE	15,100	0	0
Mosaic Co/The	COM	61945C103	3,912	123,764	SH		SOLE	NONE	123,764	0	0
NRG Energy Inc	COM	629377508	8,376	222,000	SH		SOLE	NONE	222,000	0	0
NOV Inc	COM	62955J103	15,493	1,129,219	SH		SOLE	NONE	1,129,219	0	0
Netflix Inc	COM	64110L106	3,473	6,657	SH		SOLE	NONE	6,657	0	0
Neurocrine Biosciences Inc	COM	64125C109	4,960	51,000	SH		SOLE	NONE	51,000	0	0
New York Times Co/The	COM	650111107	14,680	290,000	SH		SOLE	NONE	290,000	0	0
Newmont Corp	COM	651639106	8,462	140,401	SH		SOLE	NONE	140,401	0	0
NextEra Energy Inc	COM	65339F101	8,922	118,000	SH		SOLE	NONE	118,000	0	0
NIKE Inc	COM	654106103	12,086	90,947	SH		SOLE	NONE	90,947	0	0
Northern Trust Corp	COM	665859104	3,364	32,000	SH		SOLE	NONE	32,000	0	0
Northrop Grumman Corp	COM	666807102	13,269	41,000	SH		SOLE	NONE	41,000	0	0
NortonLifeLock Inc	COM	668771108	102	4,777	SH		SOLE	NONE	4,777	0	0
Nuance Communications Inc	COM	67020Y100	5,324	122,000	SH		SOLE	NONE	122,000	0	0
NVIDIA Corp	COM	67066G104	7,619	14,269	SH		SOLE	NONE	14,269	0	0
NVIDIA Corp	COM	67066G104	41,113	77,000	SH		SOLE	NONE	77,000	0	0
O'Reilly Automotive Inc	COM	67103H107	16,232	32,000	SH		SOLE	NONE	32,000	0	0
Oak Street Health Inc	COM	67181A107	1,140	21,000	SH		SOLE	NONE	21,000	0	0
Occidental Petroleum Corp	COM	674599105	5,156	193,700	SH		SOLE	NONE	193,700	0	0
Old Republic International Cor	COM	680223104	6,224	285,000	SH		SOLE	NONE	285,000	0	0
ON Semiconductor Corp	COM	682189105	761	18,282	SH		SOLE	NONE	18,282	0	0
ONEOK Inc	COM	682680103	2,169	42,816	SH		SOLE	NONE	42,816	0	0
OneMain Holdings Inc	COM	68268W103	12,194	227,000	SH		SOLE	NONE	227,000	0	0
Oshkosh Corp	COM	688239201	3,109	26,200	SH		SOLE	NONE	26,200	0	0
PG&E Corp	COM	69331C108	9,614	821,000	SH		SOLE	NONE	821,000	0	0
PPD Inc	COM	69355F102	2,270	60,000	SH		SOLE	NONE	60,000	0	0
PACCAR Inc	COM	693718108	7,387	79,502	SH		SOLE	NONE	79,502	0	0
Palo Alto Networks Inc	COM	697435105	10,112	31,398	SH		SOLE	NONE	31,398	0	0
Parker-Hannifin Corp	COM	701094104	13,879	44,000	SH		SOLE	NONE	44,000	0	0
PayPal Holdings Inc	COM	70450Y103	62,810	258,649	SH		SOLE	NONE	258,649	0	0
Pegasystems Inc	COM	705573103	5,946	52,000	SH		SOLE	NONE	52,000	0	0
People's United Financial Inc	COM	712704105	10,221	571,000	SH		SOLE	NONE	571,000	0	0
PepsiCo Inc	COM	713448108	7,384	52,200	SH		SOLE	NONE	52,200	0	0
Pfizer Inc	COM	717081103	98,413	2,716,341	SH		SOLE	NONE	2,716,341	0	0
Philip Morris International In	COM	718172109	61,062	688,100	SH		SOLE	NONE	688,100	0	0
Pinterest Inc	COM	72352L106	925	12,498	SH		SOLE	NONE	12,498	0	0
Pluralsight Inc	COM	72941B106	28,528	1,277,000	SH		SOLE	NONE	1,277,000	0	0
Principal Financial Group Inc	COM	74251V102	29,980	500,000	SH		SOLE	NONE	500,000	0	0
Procter & Gamble Co/The	COM	742718109	45,125	333,195	SH		SOLE	NONE	333,195	0	0
Prudential Financial Inc	COM	744320102	2,696	29,597	SH		SOLE	NONE	29,597	0	0
PulteGroup Inc	COM	745867101	2,952	56,300	SH		SOLE	NONE	56,300	0	0
Qorvo Inc	COM	74736K101	469	2,566	SH		SOLE	NONE	2,566	0	0
QUALCOMM Inc	COM	747525103	7,488	56,475	SH		SOLE	NONE	56,475	0	0
Quest Diagnostics Inc	COM	74834L100	10,909	85,000	SH		SOLE	NONE	85,000	0	0
Qurate Retail Inc	COM	74915M100	1,124	95,600	SH		SOLE	NONE	95,600	0	0
Raytheon Technologies Corp	COM	75513E101	675	8,735	SH		SOLE	NONE	8,735	0	0
RealPage Inc	COM	75606N109	3,750	43,000	SH		SOLE	NONE	43,000	0	0
Regeneron Pharmaceuticals Inc	COM	75886F107	1,363	2,880	SH		SOLE	NONE	2,880	0	0
Reinsurance Group of America I	COM	759351604	4,561	36,184	SH		SOLE	NONE	36,184	0	0
Reliance Steel & Aluminum Co	COM	759509102	3,548	23,300	SH		SOLE	NONE	23,300	0	0
Republic Services Inc	COM	760759100	14,306	144,000	SH		SOLE	NONE	144,000	0	0
ResMed Inc	COM	761152107	393	2,026	SH		SOLE	NONE	2,026	0	0
Reynolds Consumer Products Inc	COM	76171L106	375	12,600	SH		SOLE	NONE	12,600	0	0
Rockwell Automation Inc	COM	773903109	1,221	4,600	SH		SOLE	NONE	4,600	0	0
Ross Stores Inc	COM	778296103	17,747	148,000	SH		SOLE	NONE	148,000	0	0
salesforce.com Inc	COM	79466L302	3,894	18,381	SH		SOLE	NONE	18,381	0	0
salesforce.com Inc	COM	79466L302	4,068	19,200	SH		SOLE	NONE	19,200	0	0
Santander Consumer USA Holding	COM	80283M101	3,004	111,000	SH		SOLE	NONE	111,000	0	0
Charles Schwab Corp/The	COM	808513105	361	5,531	SH		SOLE	NONE	5,531	0	0
Sempra Energy	COM	816851109	29,831	225,000	SH		SOLE	NONE	225,000	0	0
Sempra Energy	COM	816851109	21,213	160,000	SH		SOLE	NONE	160,000	0	0
ServiceNow Inc	COM	81762P102	4,544	9,087	SH		SOLE	NONE	9,087	0	0
Sherwin-Williams Co/The	COM	824348106	2,214	9,000	SH		SOLE	NONE	9,000	0	0
Signature Bank/New York NY	COM	82669G104	30,071	133,000	SH		SOLE	NONE	133,000	0	0
Skyworks Solutions Inc	COM	83088M102	1,248	6,802	SH		SOLE	NONE	6,802	0	0
South Jersey Industries Inc	Note SJI 7 1/4	838518116	115	300,000	PRN		SOLE	NONE	423,720	0	0
Southern Co/The	COM	842587107	5,893	94,800	SH		SOLE	NONE	94,800	0	0
Splunk Inc	COM	848637104	237	1,747	SH		SOLE	NONE	1,747	0	0
Square Inc	COM	852234103	3,632	15,997	SH		SOLE	NONE	15,997	0	0
Stanley Black & Decker Inc	COM	854502101	1,418	7,100	SH		SOLE	NONE	7,100	0	0
Starbucks Corp	COM	855244109	5,397	49,395	SH		SOLE	NONE	49,395	0	0
State Street Corp	COM	857477103	9,073	108,000	SH		SOLE	NONE	108,000	0	0
SunPower Corp	COM	867652406	3,550	106,129	SH		SOLE	NONE	106,129	0	0
Switch Inc	COM	87105L104	10,894	670,000	SH		SOLE	NONE	670,000	0	0
Synaptics Inc	COM	87157D109	57	423	SH		SOLE	NONE	423	0	0
Synopsys Inc	COM	871607107	277	1,117	SH		SOLE	NONE	1,117	0	0
Synchrony Financial	COM	87165B103	23,705	583,000	SH		SOLE	NONE	583,000	0	0
Sysco Corp	COM	871829107	23,622	300,000	SH		SOLE	NONE	300,000	0	0
TCF Financial Corp	COM	872307103	4,135	89,000	SH		SOLE	NONE	89,000	0	0
Take-Two Interactive Software	COM	874054109	726	4,111	SH		SOLE	NONE	4,111	0	0
Tapestry Inc	COM	876030107	130	3,163	SH		SOLE	NONE	3,163	0	0
Target Corp	COM	87612E106	13,865	70,000	SH		SOLE	NONE	70,000	0	0
Tempur Sealy International Inc	COM	88023U101	4,095	112,000	SH		SOLE	NONE	112,000	0	0
Teradyne Inc	COM	880770102	2,970	24,405	SH		SOLE	NONE	24,405	0	0
Tesla Inc	COM	88160R101	19,348	28,967	SH		SOLE	NONE	28,967	0	0
Texas Instruments Inc	COM	882508104	39,987	211,583	SH		SOLE	NONE	211,583	0	0
Thermo Fisher Scientific Inc	COM	883556102	57,205	125,346	SH		SOLE	NONE	125,346	0	0
3M Co	COM	88579Y101	382	1,980	SH		SOLE	NONE	1,980	0	0
Toro Co/The	COM	891092108	1,523	14,771	SH		SOLE	NONE	14,771	0	0
TransUnion	COM	89400J107	4,320	48,000	SH		SOLE	NONE	48,000	0	0
Travel Plus Leisure Co	COM	894164102	1,284	21,000	SH		SOLE	NONE	21,000	0	0
TripAdvisor Inc	COM	896945201	186	3,464	SH		SOLE	NONE	3,464	0	0
Truist Financial Corp	COM	89832Q109	6,707	115,000	SH		SOLE	NONE	115,000	0	0
Twilio Inc	COM	90138F102	2,136	6,267	SH		SOLE	NONE	6,267	0	0
Twitter Inc	COM	90184L102	176,684	2,776,743	SH		SOLE	NONE	2,776,743	0	0
Twitter Inc	COM	90184L102	37,542	590,000	SH		SOLE	NONE	590,000	0	0
Tyson Foods Inc	COM	902494103	10,442	140,541	SH		SOLE	NONE	140,541	0	0
US Bancorp	COM	902973304	35,675	645,000	SH		SOLE	NONE	645,000	0	0
Ubiquiti Inc	COM	90353W103	2,088	7,000	SH		SOLE	NONE	7,000	0	0
Union Pacific Corp	COM	907818108	41,437	188,001	SH		SOLE	NONE	188,001	0	0
United Airlines Holdings Inc	COM	910047109	4,833	84,000	SH		SOLE	NONE	84,000	0	0
UnitedHealth Group Inc	COM	91324P102	22,123	59,460	SH		SOLE	NONE	59,460	0	0
VF Corp	COM	918204108	19,980	250,000	SH		SOLE	NONE	250,000	0	0
Varian Medical Systems Inc	COM	92220P105	77,813	440,793	SH		SOLE	NONE	440,793	0	0
Verizon Communications Inc	COM	92343V104	85	1,460	SH		SOLE	NONE	1,460	0	0
ViacomCBS Inc	COM	92556H107	1,462	31,000	SH		SOLE	NONE	31,000	0	0
ViacomCBS Inc	COM	92556H206	153,791	3,410,000	SH		SOLE	NONE	3,410,000	0	0
Visa Inc	COM	92826C839	2,936,372	13,868,474	SH		SOLE	NONE	13,868,474	0	0
Vulcan Materials Co	COM	929160109	3,206	19,000	SH		SOLE	NONE	19,000	0	0
Walmart Inc	COM	931142103	55,442	408,172	SH		SOLE	NONE	408,172	0	0
Waters Corp	COM	941848103	1,180	4,154	SH		SOLE	NONE	4,154	0	0
Wells Fargo & Co	COM	949746101	54,219	1,387,733	SH		SOLE	NONE	1,387,733	0	0
Western Digital Corp	COM	958102105	974	14,594	SH		SOLE	NONE	14,594	0	0
Workday Inc	COM	98138H101	136	548	SH		SOLE	NONE	548	0	0
Wynn Resorts Ltd	COM	983134107	254	2,029	SH		SOLE	NONE	2,029	0	0
Xilinx Inc	COM	983919101	41,584	335,629	SH		SOLE	NONE	335,629	0	0
Zoetis Inc	COM	98978V103	16,535	105,000	SH		SOLE	NONE	105,000	0	0
Zscaler Inc	COM	98980G102	8,952	52,146	SH		SOLE	NONE	52,146	0	0
Zoom Video Communications Inc	COM	98980L101	17,262	53,728	SH		SOLE	NONE	53,728	0	0
Capri Holdings Ltd	COM	G1890L107	50,337	987,000	SH		SOLE	NONE	987,000	0	0
Shopify Inc	PUT	82509L107	49,793	45,000	SH	Put	SOLE	NONE	45,000	0	0
Amazon.com Inc	CALL	023135106	10,829	3,500	SH	Call	SOLE	NONE	3,500	0	0
Amazon.com Inc	CALL	023135106	15,470	5,000	SH	Call	SOLE	NONE	5,000	0	0
Amazon.com Inc	CALL	023135106	7,735	2,500	SH	Call	SOLE	NONE	2,500	0	0
Amazon.com Inc	PUT	023135106	18,564	6,000	SH	Put	SOLE	NONE	6,000	0	0
Amazon.com Inc	PUT	023135106	23,206	7,500	SH	Put	SOLE	NONE	7,500	0	0
Amazon.com Inc	PUT	023135106	12,376	4,000	SH	Put	SOLE	NONE	4,000	0	0
Apple Inc	CALL	037833100	12,215	100,000	SH	Call	SOLE	NONE	100,000	0	0
Apple Inc	PUT	037833100	94,056	770,000	SH	Put	SOLE	NONE	770,000	0	0
Apple Inc	PUT	037833100	87,948	720,000	SH	Put	SOLE	NONE	720,000	0	0
Apple Inc	PUT	037833100	12,215	100,000	SH	Put	SOLE	NONE	100,000	0	0
Apple Inc	PUT	037833100	9,161	75,000	SH	Put	SOLE	NONE	75,000	0	0
Apple Inc	PUT	037833100	14,658	120,000	SH	Put	SOLE	NONE	120,000	0	0
Bank of America Corp	CALL	060505104	3,869	100,000	SH	Call	SOLE	NONE	100,000	0	0
Bank of America Corp	PUT	060505104	9,673	250,000	SH	Put	SOLE	NONE	250,000	0	0
Datadog Inc	PUT	23804L103	70,006	840,000	SH	Put	SOLE	NONE	840,000	0	0
Insulet Corp	PUT	45784P101	88,713	340,000	SH	Put	SOLE	NONE	340,000	0	0
NVIDIA Corp	PUT	67066G104	90,768	170,000	SH	Put	SOLE	NONE	170,000	0	0
NVIDIA Corp	PUT	67066G104	24,134	45,200	SH	Put	SOLE	NONE	45,200	0	0
NVIDIA Corp	PUT	67066G104	10,679	20,000	SH	Put	SOLE	NONE	20,000	0	0
Pfizer Inc	CALL	717081103	362	10,000	SH	Call	SOLE	NONE	10,000	0	0
Pfizer Inc	PUT	717081103	362	10,000	SH	Put	SOLE	NONE	10,000	0	0
salesforce.com Inc	PUT	79466L302	4,237	20,000	SH	Put	SOLE	NONE	20,000	0	0
Skyworks Solutions Inc	PUT	83088M102	55,044	300,000	SH	Put	SOLE	NONE	300,000	0	0
Square Inc	PUT	852234103	6,812	30,000	SH	Put	SOLE	NONE	30,000	0	0
Tesla Inc	PUT	88160R101	86,831	130,000	SH	Put	SOLE	NONE	130,000	0	0
Tesla Inc	PUT	88160R101	93,510	140,000	SH	Put	SOLE	NONE	140,000	0	0
Twitter Inc	CALL	90184L102	10,671	167,700	SH	Call	SOLE	NONE	167,700	0	0
Zoom Video Communications Inc	PUT	98980L101	2,892	9,000	SH	Put	SOLE	NONE	9,000	0	0