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

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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
Assured Guaranty Ltd	COM	G0585R106	8,926	188,000	SH		SOLE	NONE	188,000	0	0
Athene Holding Ltd	COM	G0684D107	24,975	370,000	SH		SOLE	NONE	370,000	0	0
Genpact Ltd	COM	G3922B107	9,631	212,000	SH		SOLE	NONE	212,000	0	0
IHS Markit Ltd	COM	G47567105	112,423	997,900	SH		SOLE	NONE	997,900	0	0
Invesco Ltd	COM	G491BT108	68,830	2,575,000	SH		SOLE	NONE	2,575,000	0	0
Lazard Ltd	COM	G54050102	4,525	100,000	SH		SOLE	NONE	100,000	0	0
Sensata Technologies Holding P	COM	G8060N102	3,142	54,200	SH		SOLE	NONE	54,200	0	0
Nielsen Holdings PLC	COM	G6518L108	47,194	1,913,000	SH		SOLE	NONE	1,913,000	0	0
Atlassian Corp PLC	COM	G06242104	136	528	SH		SOLE	NONE	528	0	0
Accenture PLC	COM	G1151C101	128	435	SH		SOLE	NONE	435	0	0
Eaton Corp PLC	COM	G29183103	1,778	12,000	SH		SOLE	NONE	12,000	0	0
Linde PLC	COM	G5494J103	3,180	11,000	SH		SOLE	NONE	11,000	0	0
Aptiv PLC	COM	G6095L109	121	766	SH		SOLE	NONE	766	0	0
Ambarella Inc	COM	G037AX101	425	3,983	SH		SOLE	NONE	3,983	0	0
StoneCo Ltd	COM	G85158106	19,045	284,000	SH		SOLE	NONE	284,000	0	0
Royal Caribbean Cruises Ltd	COM	V7780T103	244	2,866	SH		SOLE	NONE	2,866	0	0
Carnival Corp	COM	143658300	1,063	40,345	SH		SOLE	NONE	40,345	0	0
AGCO Corp	COM	001084102	965	7,400	SH		SOLE	NONE	7,400	0	0
AT&T Inc	COM	00206R102	26,196	910,216	SH		SOLE	NONE	910,216	0	0
Abbott Laboratories	COM	002824100	56,458	487,000	SH		SOLE	NONE	487,000	0	0
AbbVie Inc	COM	00287Y109	54,664	485,300	SH		SOLE	NONE	485,300	0	0
Activision Blizzard Inc	COM	00507V109	2,338	24,500	SH		SOLE	NONE	24,500	0	0
Air Lease Corp	COM	00912X302	9,308	223,000	SH		SOLE	NONE	223,000	0	0
Alcoa Corp	COM	013872106	16,578	450,000	SH		SOLE	NONE	450,000	0	0
Alexion Pharmaceuticals Inc	COM	015351109	74,586	406,000	SH		SOLE	NONE	406,000	0	0
Alibaba Group Holding Ltd	ADR	01609W102	215	949	SH		SOLE	NONE	949	0	0
Align Technology Inc	COM	016255101	298	487	SH		SOLE	NONE	487	0	0
Alphabet Inc	COM	02079K107	185	74	SH		SOLE	NONE	74	0	0
Alphabet Inc	COM	02079K305	363,944	149,048	SH		SOLE	NONE	149,048	0	0
Altice USA Inc	COM	02156K103	9,184	269,000	SH		SOLE	NONE	269,000	0	0
Altria Group Inc	COM	02209S103	8,106	170,000	SH		SOLE	NONE	170,000	0	0
Amazon.com Inc	COM	023135106	400,325	116,368	SH		SOLE	NONE	116,368	0	0
Ameren Corp	COM	023608102	2,721	34,000	SH		SOLE	NONE	34,000	0	0
American Financial Group Inc/O	COM	025932104	2,619	21,000	SH		SOLE	NONE	21,000	0	0
American International Group I	COM	026874784	5,664	119,000	SH		SOLE	NONE	119,000	0	0
AmerisourceBergen Corp	COM	03073E105	687	6,000	SH		SOLE	NONE	6,000	0	0
Amgen Inc	COM	031162100	3,656	15,000	SH		SOLE	NONE	15,000	0	0
Apple Inc	COM	037833100	110,107	2,319,020	SH		SOLE	NONE	2,319,020	0	0
Applied Materials Inc	COM	038222105	877	6,156	SH		SOLE	NONE	6,156	0	0
Aramark	COM	03852U106	63,437	1,703,000	SH		SOLE	NONE	1,703,000	0	0
Arista Networks Inc	COM	040413106	474	1,308	SH		SOLE	NONE	1,308	0	0
Avangrid Inc	COM	05351W103	1,029	20,000	SH		SOLE	NONE	20,000	0	0
Baidu Inc	ADR	056752108	290	1,422	SH		SOLE	NONE	1,422	0	0
Bank of America Corp	COM	060505104	70,207	1,702,817	SH		SOLE	NONE	1,702,817	0	0
Baxter International Inc	COM	071813109	5,555	69,000	SH		SOLE	NONE	69,000	0	0
Best Buy Co Inc	COM	086516101	3,564	31,000	SH		SOLE	NONE	31,000	0	0
BlackRock Inc	COM	09247X101	35,874	41,000	SH		SOLE	NONE	41,000	0	0
Boeing Co/The	COM	097023105	28,300	118,132	SH		SOLE	NONE	118,132	0	0
Booking Holdings Inc	COM	09857L108	589	269	SH		SOLE	NONE	269	0	0
BorgWarner Inc	COM	099724106	310	6,382	SH		SOLE	NONE	6,382	0	0
Broadridge Financial Solutions	COM	11133T103	1,275	7,892	SH		SOLE	NONE	7,892	0	0
Broadcom Inc	COM	11135F101	36,286	76,097	SH		SOLE	NONE	76,097	0	0
Brown & Brown Inc	COM	115236101	2,285	43,000	SH		SOLE	NONE	43,000	0	0
CDW Corp/DE	COM	12514G108	9,780	56,000	SH		SOLE	NONE	56,000	0	0
Cigna Corp	COM	125523100	751	3,168	SH		SOLE	NONE	3,168	0	0
CME Group Inc	COM	12572Q105	10,421	49,000	SH		SOLE	NONE	49,000	0	0
Cabot Oil & Gas Corp	COM	127097103	8,206	470,000	SH		SOLE	NONE	470,000	0	0
Caterpillar Inc	COM	149123101	8,705	40,000	SH		SOLE	NONE	40,000	0	0
CHANGE HEALTHCARE INC	COM	15912K100	12,419	539,000	SH		SOLE	NONE	539,000	0	0
Chevron Corp	COM	166764100	83,046	792,874	SH		SOLE	NONE	792,874	0	0
Cisco Systems Inc/Delaware	COM	17275R102	47,539	896,961	SH		SOLE	NONE	896,961	0	0
Citigroup Inc	COM	172967424	69	978	SH		SOLE	NONE	978	0	0
Cliffs Natural Resources Inc	CDS on Note CLF 1 1/2 01/15/25	185899AA9	19,527	7,000,000	PRN		SOLE	NONE	905,090	0	0
Coca-Cola Co/The	COM	191216100	77,597	1,434,063	SH		SOLE	NONE	1,434,063	0	0
Cognizant Technology Solutions	COM	192446102	22,510	325,000	SH		SOLE	NONE	325,000	0	0
Coherent Inc	COM	192479103	11,895	45,000	SH		SOLE	NONE	45,000	0	0
Colgate-Palmolive Co	COM	194162103	9,437	116,000	SH		SOLE	NONE	116,000	0	0
ConocoPhillips	COM	20825C104	11,327	186,000	SH		SOLE	NONE	186,000	0	0
Consolidated Edison Inc	COM	209115104	9,037	126,000	SH		SOLE	NONE	126,000	0	0
Constellation Brands Inc	COM	21036P108	17,633	75,391	SH		SOLE	NONE	75,391	0	0
Corning Inc	COM	219350105	193	4,716	SH		SOLE	NONE	4,716	0	0
Costco Wholesale Corp	COM	22160K105	68,169	172,287	SH		SOLE	NONE	172,287	0	0
Coty Inc	COM	222070203	1,074	115,000	SH		SOLE	NONE	115,000	0	0
Coupa Software Inc	COM	22266L106	253	964	SH		SOLE	NONE	964	0	0
Crowdstrike Holdings Inc	COM	22788C105	1,319	5,249	SH		SOLE	NONE	5,249	0	0
Crown Holdings Inc	COM	228368106	6,880	67,314	SH		SOLE	NONE	67,314	0	0
Cummins Inc	COM	231021106	4,389	18,000	SH		SOLE	NONE	18,000	0	0
Curtiss-Wright Corp	COM	231561101	2,494	21,000	SH		SOLE	NONE	21,000	0	0
DTE Energy Co	COM	233331107	1,544	14,000	SH		SOLE	NONE	14,000	0	0
Darden Restaurants Inc	COM	237194105	1,752	12,000	SH		SOLE	NONE	12,000	0	0
Deere & Co	COM	244199105	7,054	20,000	SH		SOLE	NONE	20,000	0	0
Delta Air Lines Inc	COM	247361702	47,802	1,105,000	SH		SOLE	NONE	1,105,000	0	0
Walt Disney Co/The	COM	254687106	79,840	454,231	SH		SOLE	NONE	454,231	0	0
Discover Financial Services	COM	254709108	7,230	61,125	SH		SOLE	NONE	61,125	0	0
DocuSign Inc	COM	256163106	3,920	14,023	SH		SOLE	NONE	14,023	0	0
Dominion Energy Inc	COM	25746U109	12,213	166,000	SH		SOLE	NONE	166,000	0	0
Dover Corp	COM	260003108	11,144	74,000	SH		SOLE	NONE	74,000	0	0
Dropbox Inc	COM	26210C104	2,243	74,000	SH		SOLE	NONE	74,000	0	0
Duke Energy Corp	COM	26441C204	27,740	281,000	SH		SOLE	NONE	281,000	0	0
DuPont de Nemours Inc	COM	26614N102	21,288	275,000	SH		SOLE	NONE	275,000	0	0
Dynatrace Inc	COM	268150109	6,718	115,000	SH		SOLE	NONE	115,000	0	0
EOG Resources Inc	COM	26875P101	17,689	212,000	SH		SOLE	NONE	212,000	0	0
eBay Inc	COM	278642103	11,514	163,998	SH		SOLE	NONE	163,998	0	0
Edwards Lifesciences Corp	COM	28176E108	15,701	151,600	SH		SOLE	NONE	151,600	0	0
Elanco Animal Health Inc	COM	28414H103	67,715	1,952,000	SH		SOLE	NONE	1,952,000	0	0
Electronic Arts Inc	COM	285512109	20,136	140,000	SH		SOLE	NONE	140,000	0	0
Encompass Health Corp	COM	29261A100	9,910	127,000	SH		SOLE	NONE	127,000	0	0
Equitable Holdings Inc	COM	29452E101	9,440	310,000	SH		SOLE	NONE	310,000	0	0
Euronet Worldwide Inc	COM	298736109	4,737	35,000	SH		SOLE	NONE	35,000	0	0
Exelon Corp	COM	30161N101	10,191	230,000	SH		SOLE	NONE	230,000	0	0
Expedia Group Inc	COM	30212P303	62,210	380,000	SH		SOLE	NONE	380,000	0	0
Expeditors International of Wa	COM	302130109	8,735	69,000	SH		SOLE	NONE	69,000	0	0
Exxon Mobil Corp	COM	30231G102	75,483	1,196,621	SH		SOLE	NONE	1,196,621	0	0
FNB Corp/PA	COM	302520101	1,196	97,000	SH		SOLE	NONE	97,000	0	0
Facebook Inc	COM	30303M102	119,687	344,216	SH		SOLE	NONE	344,216	0	0
FedEx Corp	COM	31428X106	883	2,960	SH		SOLE	NONE	2,960	0	0
Fidelity National Information	COM	31620M106	28,334	200,000	SH		SOLE	NONE	200,000	0	0
Fifth Third Bancorp	COM	316773100	3,479	91,000	SH		SOLE	NONE	91,000	0	0
FireEye Inc	COM	31816Q101	4,682	231,533	SH		SOLE	NONE	231,533	0	0
First Republic Bank/CA	COM	33616C100	2,808	15,000	SH		SOLE	NONE	15,000	0	0
Five9 Inc	COM	338307101	4,035	22,000	SH		SOLE	NONE	22,000	0	0
Ford Motor Co	COM	345370860	1,263	85,000	SH		SOLE	NONE	85,000	0	0
Fortive Corp	COM	34959J108	4,676	67,049	SH		SOLE	NONE	67,049	0	0
Fortune Brands Home & Security	COM	34964C106	2,889	29,000	SH		SOLE	NONE	29,000	0	0
Fox Corp	COM	35137L204	3,802	108,000	SH		SOLE	NONE	108,000	0	0
Freeport-McMoRan Inc	COM	35671D857	7,516	202,542	SH		SOLE	NONE	202,542	0	0
Frontdoor Inc	COM	35905A109	2,097	42,100	SH		SOLE	NONE	42,100	0	0
General Dynamics Corp	COM	369550108	11,672	62,000	SH		SOLE	NONE	62,000	0	0
General Electric Co	COM	369604103	8,758	650,681	SH		SOLE	NONE	650,681	0	0
General Mills Inc	COM	370334104	566	9,285	SH		SOLE	NONE	9,285	0	0
General Motors Co	COM	37045V100	32,177	543,812	SH		SOLE	NONE	543,812	0	0
Gilead Sciences Inc	COM	375558103	70,084	1,017,769	SH		SOLE	NONE	1,017,769	0	0
Global Payments Inc	COM	37940X102	60,013	320,000	SH		SOLE	NONE	320,000	0	0
GoDaddy Inc	COM	380237107	10,261	118,000	SH		SOLE	NONE	118,000	0	0
Goldman Sachs Group Inc/The	COM	38141G104	50,359	132,688	SH		SOLE	NONE	132,688	0	0
W R Grace & Co	COM	38388F108	1,313	19,000	SH		SOLE	NONE	19,000	0	0
Graham Holdings Co	COM	384637104	1,657	2,614	SH		SOLE	NONE	2,614	0	0
Graphic Packaging Holding Co	COM	388689101	1,741	96,000	SH		SOLE	NONE	96,000	0	0
Hologic Inc	COM	436440101	18,348	275,000	SH		SOLE	NONE	275,000	0	0
Home Depot Inc/The	COM	437076102	86,738	272,000	SH		SOLE	NONE	272,000	0	0
Honeywell International Inc	COM	438516106	7,677	35,000	SH		SOLE	NONE	35,000	0	0
Hormel Foods Corp	COM	440452100	1,815	38,000	SH		SOLE	NONE	38,000	0	0
Howmet Aerospace Inc	COM	443201108	3,033	88,000	SH		SOLE	NONE	88,000	0	0
Humana Inc	COM	444859102	10,183	23,000	SH		SOLE	NONE	23,000	0	0
Illumina Inc	COM	452327109	419	886	SH		SOLE	NONE	886	0	0
Integra LifeSciences Holdings	COM	457985208	4,777	70,000	SH		SOLE	NONE	70,000	0	0
Intel Corp	COM	458140100	55,439	987,518	SH		SOLE	NONE	987,518	0	0
Intercontinental Exchange Inc	COM	45866F104	9,140	77,000	SH		SOLE	NONE	77,000	0	0
IBM	COM	459200101	300	2,049	SH		SOLE	NONE	2,049	0	0
International Paper Co	COM	460146103	10,729	175,000	SH		SOLE	NONE	175,000	0	0
Intuit Inc	COM	461202103	12,254	25,000	SH		SOLE	NONE	25,000	0	0
Intuitive Surgical Inc	COM	46120E602	70,937	77,136	SH		SOLE	NONE	77,136	0	0
iRobot Corp	COM	462726100	1,907	20,415	SH		SOLE	NONE	20,415	0	0
JPMorgan Chase & Co	COM	46625H100	145,831	937,578	SH		SOLE	NONE	937,578	0	0
Jacobs Engineering Group Inc	COM	469814107	4,403	33,000	SH		SOLE	NONE	33,000	0	0
Johnson & Johnson	COM	478160104	243,046	1,475,329	SH		SOLE	NONE	1,475,329	0	0
KLA Corp	COM	482480100	10,699	33,000	SH		SOLE	NONE	33,000	0	0
KKR & Co Inc	COM	48251W104	22,363	377,500	SH		SOLE	NONE	377,500	0	0
Kansas City Southern	COM	485170302	11,902	42,000	SH		SOLE	NONE	42,000	0	0
KeyCorp	COM	493267108	1,280	62,000	SH		SOLE	NONE	62,000	0	0
Keysight Technologies Inc	COM	49338L103	201	1,300	SH		SOLE	NONE	1,300	0	0
LKQ Corp	COM	501889208	4,479	91,000	SH		SOLE	NONE	91,000	0	0
Laboratory Corp of America Hol	COM	50540R409	6,069	22,000	SH		SOLE	NONE	22,000	0	0
Lam Research Corp	COM	512807108	19,521	30,000	SH		SOLE	NONE	30,000	0	0
Lamb Weston Holdings Inc	COM	513272104	1,049	13,000	SH		SOLE	NONE	13,000	0	0
Las Vegas Sands Corp	COM	517834107	7,469	141,746	SH		SOLE	NONE	141,746	0	0
LendingTree Inc	COM	52603B107	8,751	41,300	SH		SOLE	NONE	41,300	0	0
Lennar Corp	COM	526057104	18,896	190,200	SH		SOLE	NONE	190,200	0	0
Lennar Corp	COM	526057302	3,665	45,000	SH		SOLE	NONE	45,000	0	0
Liberty Media Corp-Liberty Sir	COM	531229607	2,320	50,000	SH		SOLE	NONE	50,000	0	0
Lincoln National Corp	COM	534187109	2,891	46,000	SH		SOLE	NONE	46,000	0	0
Lockheed Martin Corp	COM	539830109	17,436	46,085	SH		SOLE	NONE	46,085	0	0
M&T Bank Corp	COM	55261F104	2,470	17,000	SH		SOLE	NONE	17,000	0	0
MGIC Investment Corp	COM	552848103	2,040	150,000	SH		SOLE	NONE	150,000	0	0
MGM Resorts International	COM	552953101	9,426	221,000	SH		SOLE	NONE	221,000	0	0
Macquarie Infrastructure Corp	COM	55608B105	3,136	81,938	SH		SOLE	NONE	81,938	0	0
Madison Square Garden Sports C	COM	55825T103	3,451	20,000	SH		SOLE	NONE	20,000	0	0
ManpowerGroup Inc	COM	56418H100	5,434	45,700	SH		SOLE	NONE	45,700	0	0
MarketAxess Holdings Inc	COM	57060D108	5,563	12,000	SH		SOLE	NONE	12,000	0	0
Marvell Technology Inc	COM	573874104	8,586	147,194	SH		SOLE	NONE	147,194	0	0
Mastercard Inc	COM	57636Q104	70,756	193,805	SH		SOLE	NONE	193,805	0	0
Maxim Integrated Products Inc	COM	57772K101	31,608	300,000	SH		SOLE	NONE	300,000	0	0
McDonald's Corp	COM	580135101	6,237	27,000	SH		SOLE	NONE	27,000	0	0
Merck & Co Inc	COM	58933Y105	27,064	348,000	SH		SOLE	NONE	348,000	0	0
MetLife Inc	COM	59156R108	2,633	44,000	SH		SOLE	NONE	44,000	0	0
Microsoft Corp	COM	594918104	542,905	2,004,078	SH		SOLE	NONE	2,004,078	0	0
Micron Technology Inc	COM	595112103	39,914	469,685	SH		SOLE	NONE	469,685	0	0
Mohawk Industries Inc	COM	608190104	1,538	8,000	SH		SOLE	NONE	8,000	0	0
Mosaic Co/The	COM	61945C103	200	6,273	SH		SOLE	NONE	6,273	0	0
NetApp Inc	COM	64110D104	4,254	51,990	SH		SOLE	NONE	51,990	0	0
Netflix Inc	COM	64110L106	20,057	37,971	SH		SOLE	NONE	37,971	0	0
Newmont Corp	COM	651639106	8,501	134,123	SH		SOLE	NONE	134,123	0	0
NextEra Energy Inc	COM	65339F101	151	2,060	SH		SOLE	NONE	2,060	0	0
NIKE Inc	COM	654106103	4,395	28,447	SH		SOLE	NONE	28,447	0	0
NiSource Inc	COM	65473P105	3,528	144,000	SH		SOLE	NONE	144,000	0	0
Norfolk Southern Corp	COM	655844108	14,598	55,000	SH		SOLE	NONE	55,000	0	0
Northern Trust Corp	COM	665859104	3,237	28,000	SH		SOLE	NONE	28,000	0	0
NortonLifeLock Inc	COM	668771108	7,556	277,573	SH		SOLE	NONE	277,573	0	0
Nuance Communications Inc	COM	67020Y100	2,085	38,294	SH		SOLE	NONE	38,294	0	0
Nucor Corp	COM	670346105	3,933	41,000	SH		SOLE	NONE	41,000	0	0
NVIDIA Corp	COM	67066G104	92,790	115,973	SH		SOLE	NONE	115,973	0	0
O'Reilly Automotive Inc	COM	67103H107	18,119	32,000	SH		SOLE	NONE	32,000	0	0
Old Republic International Cor	COM	680223104	5,978	240,000	SH		SOLE	NONE	240,000	0	0
Ollie's Bargain Outlet Holding	COM	681116109	1,842	21,900	SH		SOLE	NONE	21,900	0	0
ON Semiconductor Corp	COM	682189105	1,085	28,337	SH		SOLE	NONE	28,337	0	0
ONEOK Inc	COM	682680103	5,898	106,000	SH		SOLE	NONE	106,000	0	0
Oracle Corp	COM	68389X105	19,849	255,000	SH		SOLE	NONE	255,000	0	0
PNC Financial Services Group I	COM	693475105	11,064	58,000	SH		SOLE	NONE	58,000	0	0
PPL Corp	COM	69351T106	3,524	126,000	SH		SOLE	NONE	126,000	0	0
PPD Inc	COM	69355F102	13,827	300,000	SH		SOLE	NONE	300,000	0	0
Parker-Hannifin Corp	COM	701094104	12,284	40,000	SH		SOLE	NONE	40,000	0	0
PayPal Holdings Inc	COM	70450Y103	67,695	232,246	SH		SOLE	NONE	232,246	0	0
Pegasystems Inc	COM	705573103	1,114	8,000	SH		SOLE	NONE	8,000	0	0
People's United Financial Inc	COM	712704105	18,647	1,087,900	SH		SOLE	NONE	1,087,900	0	0
PepsiCo Inc	COM	713448108	16,151	109,000	SH		SOLE	NONE	109,000	0	0
Pfizer Inc	COM	717081103	102,898	2,627,631	SH		SOLE	NONE	2,627,631	0	0
Philip Morris International In	COM	718172109	595	6,000	SH		SOLE	NONE	6,000	0	0
Pinterest Inc	COM	72352L106	2,065	26,160	SH		SOLE	NONE	26,160	0	0
Planet Fitness Inc	COM	72703H101	16,698	221,900	SH		SOLE	NONE	221,900	0	0
Pool Corp	COM	73278L105	13,852	30,200	SH		SOLE	NONE	30,200	0	0
Post Holdings Inc	COM	737446104	3,363	31,000	SH		SOLE	NONE	31,000	0	0
T Rowe Price Group Inc	COM	74144T108	6,137	31,000	SH		SOLE	NONE	31,000	0	0
Principal Financial Group Inc	COM	74251V102	5,498	87,000	SH		SOLE	NONE	87,000	0	0
Procter & Gamble Co/The	COM	742718109	51,731	383,395	SH		SOLE	NONE	383,395	0	0
Progressive Corp/The	COM	743315103	11,491	117,000	SH		SOLE	NONE	117,000	0	0
Proofpoint Inc	COM	743424103	30,130	173,402	SH		SOLE	NONE	173,402	0	0
Qorvo Inc	COM	74736K101	237	1,213	SH		SOLE	NONE	1,213	0	0
QUALCOMM Inc	COM	747525103	53,179	372,066	SH		SOLE	NONE	372,066	0	0
Qurate Retail Inc	COM	74915M100	1,251	95,600	SH		SOLE	NONE	95,600	0	0
Raymond James Financial Inc	COM	754730109	2,078	16,000	SH		SOLE	NONE	16,000	0	0
Raytheon Technologies Corp	COM	75513E101	9,814	115,035	SH		SOLE	NONE	115,035	0	0
Regeneron Pharmaceuticals Inc	COM	75886F107	436	780	SH		SOLE	NONE	780	0	0
Regions Financial Corp	COM	7591EP100	18,041	894,000	SH		SOLE	NONE	894,000	0	0
Reinsurance Group of America I	COM	759351604	4,104	36,000	SH		SOLE	NONE	36,000	0	0
Reliance Steel & Aluminum Co	COM	759509102	3,516	23,300	SH		SOLE	NONE	23,300	0	0
Reynolds Consumer Products Inc	COM	76171L106	382	12,600	SH		SOLE	NONE	12,600	0	0
SPDR S&P 500 ETF Trust	ETF Trust	78462F103	2,312	5,400	SH		SOLE	NONE	5,400	0	0
salesforce.com Inc	COM	79466L302	56,324	230,579	SH		SOLE	NONE	230,579	0	0
Santander Consumer USA Holding	COM	80283M101	5,920	163,000	SH		SOLE	NONE	163,000	0	0
Schneider National Inc	COM	80689H102	3,135	144,000	SH		SOLE	NONE	144,000	0	0
Charles Schwab Corp/The	COM	808513105	6,999	96,131	SH		SOLE	NONE	96,131	0	0
Sealed Air Corp	COM	81211K100	1,481	25,000	SH		SOLE	NONE	25,000	0	0
Signature Bank/New York NY	COM	82669G104	25,793	105,000	SH		SOLE	NONE	105,000	0	0
Slack Technologies Inc	COM	83088V102	18,416	415,712	SH		SOLE	NONE	415,712	0	0
Southern Co/The	COM	842587107	2,917	48,200	SH		SOLE	NONE	48,200	0	0
Splunk Inc	COM	848637104	180	1,247	SH		SOLE	NONE	1,247	0	0
Starbucks Corp	COM	855244109	268	2,395	SH		SOLE	NONE	2,395	0	0
State Street Corp	COM	857477103	905	11,000	SH		SOLE	NONE	11,000	0	0
SunPower Corp	COM	867652406	14,002	479,180	SH		SOLE	NONE	479,180	0	0
Synaptics Inc	COM	87157D109	66	423	SH		SOLE	NONE	423	0	0
Synopsys Inc	COM	871607107	14,098	51,117	SH		SOLE	NONE	51,117	0	0
T-Mobile US Inc	COM	872590104	62,277	430,000	SH		SOLE	NONE	430,000	0	0
Tapestry Inc	COM	876030107	120	2,764	SH		SOLE	NONE	2,764	0	0
Target Corp	COM	87612E106	16,922	70,000	SH		SOLE	NONE	70,000	0	0
Teradyne Inc	COM	880770102	483	3,602	SH		SOLE	NONE	3,602	0	0
Tesla Inc	COM	88160R101	10,105	14,867	SH		SOLE	NONE	14,867	0	0
Texas Instruments Inc	COM	882508104	46,512	241,874	SH		SOLE	NONE	241,874	0	0
Thermo Fisher Scientific Inc	COM	883556102	27,340	54,196	SH		SOLE	NONE	54,196	0	0
3M Co	COM	88579Y101	95	480	SH		SOLE	NONE	480	0	0
Toro Co/The	COM	891092108	1,813	16,500	SH		SOLE	NONE	16,500	0	0
Twilio Inc	COM	90138F102	283	719	SH		SOLE	NONE	719	0	0
Twitter Inc	COM	90184L102	853	12,394	SH		SOLE	NONE	12,394	0	0
Tyson Foods Inc	COM	902494103	13,154	178,341	SH		SOLE	NONE	178,341	0	0
UnitedHealth Group Inc	COM	91324P102	52,057	130,000	SH		SOLE	NONE	130,000	0	0
Verizon Communications Inc	COM	92343V104	82	1,460	SH		SOLE	NONE	1,460	0	0
ViacomCBS Inc	COM	92556H206	3,616	80,000	SH		SOLE	NONE	80,000	0	0
Viatris Inc	COM	92556V106	2,372	166,000	SH		SOLE	NONE	166,000	0	0
Visa Inc	COM	92826C839	3,242,727	13,868,474	SH		SOLE	NONE	13,868,474	0	0
Vulcan Materials Co	COM	929160109	17,407	100,000	SH		SOLE	NONE	100,000	0	0
Walmart Inc	COM	931142103	23,474	166,458	SH		SOLE	NONE	166,458	0	0
Walgreens Boots Alliance Inc	COM	931427108	5,156	98,000	SH		SOLE	NONE	98,000	0	0
Wells Fargo & Co	COM	949746101	46,395	1,024,406	SH		SOLE	NONE	1,024,406	0	0
Western Digital Corp	COM	958102105	642	9,017	SH		SOLE	NONE	9,017	0	0
Wynn Resorts Ltd	COM	983134107	248	2,029	SH		SOLE	NONE	2,029	0	0
Xcel Energy Inc	COM	98389B100	5,336	81,000	SH		SOLE	NONE	81,000	0	0
Xilinx Inc	COM	983919101	40,576	280,529	SH		SOLE	NONE	280,529	0	0
Yum! Brands Inc	COM	988498101	4,716	41,000	SH		SOLE	NONE	41,000	0	0
Zendesk Inc	COM	98936J101	2,918	20,218	SH		SOLE	NONE	20,218	0	0
Zillow Group Inc	COM	98954M200	43	349	SH		SOLE	NONE	349	0	0
Zimmer Biomet Holdings Inc	COM	98956P102	4,503	28,000	SH		SOLE	NONE	28,000	0	0
Zscaler Inc	COM	98980G102	1,245	5,763	SH		SOLE	NONE	5,763	0	0
Zoom Video Communications Inc	COM	98980L101	5,173	13,367	SH		SOLE	NONE	13,367	0	0
Organon Co	COM	68622V106	6,681	220,800	SH		SOLE	NONE	220,800	0	0
Amazon.com Inc	CALL	023135106	6,880	2,000	SH	Call	SOLE	NONE	2,000	0	0
Amazon.com Inc	CALL	023135106	12,041	3,500	SH	Call	SOLE	NONE	3,500	0	0
Amazon.com Inc	CALL	023135106	6,880	2,000	SH	Call	SOLE	NONE	2,000	0	0
Amazon.com Inc	CALL	023135106	13,761	4,000	SH	Call	SOLE	NONE	4,000	0	0
Amazon.com Inc	CALL	023135106	8,600	2,500	SH	Call	SOLE	NONE	2,500	0	0
Amazon.com Inc	PUT	023135106	6,880	2,000	SH	Put	SOLE	NONE	2,000	0	0
Amazon.com Inc	PUT	023135106	25,801	7,500	SH	Put	SOLE	NONE	7,500	0	0
Amazon.com Inc	PUT	023135106	17,201	5,000	SH	Put	SOLE	NONE	5,000	0	0
Amazon.com Inc	PUT	023135106	20,641	6,000	SH	Put	SOLE	NONE	6,000	0	0
Amazon.com Inc	PUT	023135106	13,761	4,000	SH	Put	SOLE	NONE	4,000	0	0
Apple Inc	CALL	037833100	13,696	100,000	SH	Call	SOLE	NONE	100,000	0	0
Apple Inc	CALL	037833100	27,392	200,000	SH	Call	SOLE	NONE	200,000	0	0
Apple Inc	PUT	037833100	105,459	770,000	SH	Put	SOLE	NONE	770,000	0	0
Apple Inc	PUT	037833100	6,848	50,000	SH	Put	SOLE	NONE	50,000	0	0
Apple Inc	PUT	037833100	6,848	50,000	SH	Put	SOLE	NONE	50,000	0	0
Apple Inc	PUT	037833100	20,544	150,000	SH	Put	SOLE	NONE	150,000	0	0
Apple Inc	PUT	037833100	12,326	90,000	SH	Put	SOLE	NONE	90,000	0	0
Apple Inc	PUT	037833100	6,848	50,000	SH	Put	SOLE	NONE	50,000	0	0
Apple Inc	PUT	037833100	16,435	120,000	SH	Put	SOLE	NONE	120,000	0	0
Bank of America Corp	CALL	060505104	4,123	100,000	SH	Call	SOLE	NONE	100,000	0	0
Crowdstrike Holdings Inc	PUT	22788C105	108,063	430,000	SH	Put	SOLE	NONE	430,000	0	0
Datadog Inc	PUT	23804L103	87,427	840,000	SH	Put	SOLE	NONE	840,000	0	0
Freeport-McMoRan Inc	PUT	35671D857	91,291	2,460,000	SH	Put	SOLE	NONE	2,460,000	0	0
Intel Corp	PUT	458140100	2,807	50,000	SH	Put	SOLE	NONE	50,000	0	0
Microsoft Corp	PUT	594918104	108,360	400,000	SH	Put	SOLE	NONE	400,000	0	0
PayPal Holdings Inc	CALL	70450Y103	5,830	20,000	SH	Call	SOLE	NONE	20,000	0	0
Pinterest Inc	PUT	72352L106	106,583	1,350,000	SH	Put	SOLE	NONE	1,350,000	0	0
salesforce.com Inc	PUT	79466L302	4,885	20,000	SH	Put	SOLE	NONE	20,000	0	0
ServiceNow Inc	PUT	81762P102	5,496	10,000	SH	Put	SOLE	NONE	10,000	0	0
Square Inc	CALL	852234103	7,314	30,000	SH	Call	SOLE	NONE	30,000	0	0
Square Inc	PUT	852234103	3,657	15,000	SH	Put	SOLE	NONE	15,000	0	0
Square Inc	PUT	852234103	7,314	30,000	SH	Put	SOLE	NONE	30,000	0	0
Square Inc	PUT	852234103	95,082	390,000	SH	Put	SOLE	NONE	390,000	0	0
Square Inc	PUT	852234103	51,198	210,000	SH	Put	SOLE	NONE	210,000	0	0
Tesla Inc	CALL	88160R101	10,196	15,000	SH	Call	SOLE	NONE	15,000	0	0
Tesla Inc	PUT	88160R101	61,173	90,000	SH	Put	SOLE	NONE	90,000	0	0
Tesla Inc	PUT	88160R101	88,361	130,000	SH	Put	SOLE	NONE	130,000	0	0
Tesla Inc	PUT	88160R101	3,399	5,000	SH	Put	SOLE	NONE	5,000	0	0
Tesla Inc	PUT	88160R101	3,399	5,000	SH	Put	SOLE	NONE	5,000	0	0
Tesla Inc	PUT	88160R101	5,098	7,500	SH	Put	SOLE	NONE	7,500	0	0
Tesla Inc	PUT	88160R101	48,938	72,000	SH	Put	SOLE	NONE	72,000	0	0
Tesla Inc	PUT	88160R101	13,594	20,000	SH	Put	SOLE	NONE	20,000	0	0
Tesla Inc	PUT	88160R101	3,399	5,000	SH	Put	SOLE	NONE	5,000	0	0
Tesla Inc	PUT	88160R101	6,797	10,000	SH	Put	SOLE	NONE	10,000	0	0
Visa Inc	CALL	92826C839	2,338	10,000	SH	Call	SOLE	NONE	10,000	0	0
Xilinx Inc	PUT	983919101	8,678	60,000	SH	Put	SOLE	NONE	60,000	0	0
Zoom Video Communications Inc	PUT	98980L101	19,352	50,000	SH	Put	SOLE	NONE	50,000	0	0