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
Estimated average burden
hours per response: 23.8
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
3M CO COM 88579Y101 314,843 1,499,968 SH   SOLE   1,423,488 0 76,480
51JOB INC SP ADR REP COM 316827104 382 6,300 SH   SOLE   6,000 0 300
AAR CORP COM 000361105 340 9,000 SH   SOLE   9,000 0 0
ABBOTT LABS COM 002824100 258,986 4,853,567 SH   SOLE   4,638,662 0 214,905
ABBVIE INC COM 00287Y109 1,324 14,900 SH   SOLE   14,900 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 324,623 2,403,366 SH   SOLE   2,291,142 0 112,224
ACCO BRANDS CORP COM 00081T108 3,933 330,529 SH   SOLE   330,529 0 0
ACTIVISION BLIZZARD INC COM 00507V109 9,204 142,673 SH   SOLE   142,673 0 0
ADECOAGRO S A COM L00849106 3,036 281,153 SH   SOLE   281,153 0 0
ADTALEM GLOBAL ED INC COM 00737L103 3,409 95,100 SH   SOLE   95,100 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 87 14,100 SH   SOLE   14,100 0 0
AETNA INC NEW COM 00817Y108 1,618 10,177 SH   SOLE   10,177 0 0
AFLAC INC COM 001055102 19,336 237,574 SH   SOLE   237,574 0 0
AGCO CORP COM 001084102 4,393 59,544 SH   SOLE   59,544 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,663 25,900 SH   SOLE   25,900 0 0
AGRIUM INC COM 008916108 700 6,551 SH   SOLE   6,551 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 282,673 1,636,692 SH   SOLE   1,431,796 0 204,896
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 29,654 171,700 SH Call SOLE   0 0 0
ALLSTATE CORP COM 020002101 393 4,275 SH   SOLE   4,275 0 0
ALLY FINL INC COM 02005N100 52,159 2,150,000 SH   SOLE   2,150,000 0 0
ALPHABET INC CAP STK CL A 02079K305 391,967 402,546 SH   SOLE   379,993 0 22,553
ALPHABET INC CAP STK CL C 02079K107 434,227 452,740 SH   SOLE   434,560 0 18,180
ALTABA INC COM 021346101 332,482 5,019,347 SH   SOLE   5,019,347 0 0
ALTABA INC COM 021346101 21,859 330,000 SH Put SOLE   330,000 0 0
AMBAC FINL GROUP INC COM NEW 023139884 6,645 385,000 SH Put SOLE   385,000 0 0
AMDOCS LTD SHS G02602103 9,896 153,855 SH   SOLE   153,855 0 0
AMERICAN EXPRESS CO COM 025816109 357,232 3,949,056 SH   SOLE   3,747,861 0 201,195
AMERICAN NATL INS CO COM 028591105 1,252 10,600 SH   SOLE   10,600 0 0
AMERIPRISE FINL INC COM 03076C106 16,900 113,800 SH   SOLE   113,800 0 0
AMGEN INC COM 031162100 410 2,200 SH   SOLE   2,200 0 0
AMPHENOL CORP NEW CL A 032095101 64,204 758,548 SH   SOLE   725,748 0 32,800
ANALOG DEVICES INC COM 032654105 50,398 584,870 SH   SOLE   549,792 0 35,078
ANDEAVOR COM 03349M105 13,400 129,905 SH   SOLE   129,905 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 26,556 222,600 SH   SOLE   184,300 0 38,300
ANTHEM INC COM 036752103 194,201 1,022,758 SH   SOLE   983,378 0 39,380
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 3,894 205,900 SH   SOLE   205,900 0 0
APPLE INC COM 037833100 655,926 4,255,945 SH   SOLE   4,059,145 0 196,800
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,428 36,900 SH   SOLE   36,900 0 0
APPLIED MATLS INC COM 038222105 28,827 553,400 SH   SOLE   553,400 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 367 6,000 SH   SOLE   6,000 0 0
ASSURED GUARANTY LTD COM G0585R106 3,555 94,176 SH   SOLE   94,176 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 637 18,800 SH   SOLE   18,800 0 0
AT&T INC COM 00206R102 46 1,181 SH   SOLE   1,181 0 0
AT&T INC COM 00206R102 43,165 1,102,000 SH Put SOLE   1,102,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 50,759 2,576,608 SH   SOLE   2,576,608 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 375 5,700 SH   SOLE   5,700 0 0
ATWOOD OCEANICS INC COM 050095108 796 84,740 SH   SOLE   84,740 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 421 104,100 SH   SOLE   104,100 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 37,532 343,322 SH   SOLE   331,522 0 11,800
AUTOMATIC DATA PROCESSING IN COM 053015103 16,398 150,000 SH Put SOLE   150,000 0 0
AVERY DENNISON CORP COM 053611109 10,330 105,047 SH   SOLE   105,047 0 0
AVON PRODS INC COM 054303102 135 57,900 SH   SOLE   57,900 0 0
BAKER HUGHES A GE CO CL A 05722G100 4,292 117,200 SH   SOLE   117,200 0 0
BAKER HUGHES A GE CO CL A 05722G100 12,451 340,000 SH Put SOLE   340,000 0 0
BANCFIRST CORP COM 05945F103 306 5,400 SH   SOLE   5,400 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 1,596 144,200 SH   SOLE   83,300 0 60,900
BANCOLOMBIA S A SPON ADR PREF 05968L102 9,524 208,000 SH   SOLE   204,800 0 3,200
BANK AMER CORP COM 060505104 226 8,900 SH   SOLE   8,900 0 0
BANK MONTREAL QUE COM 063671101 11,342 150,200 SH   SOLE   150,200 0 0
BANK N S HALIFAX COM 064149107 224 3,500 SH   SOLE   3,500 0 0
BANKRATE INC DEL COM 06647F102 1,342 96,200 SH   SOLE   96,200 0 0
BARD C R INC COM 067383109 62,882 196,200 SH   SOLE   196,200 0 0
BARNES GROUP INC COM 067806109 409 5,800 SH   SOLE   5,800 0 0
BARRACUDA NETWORKS INC COM 068323104 313 12,900 SH   SOLE   12,900 0 0
BASSETT FURNITURE INDS INC COM 070203104 241 6,400 SH   SOLE   6,400 0 0
BAXTER INTL INC COM 071813109 22,019 350,900 SH   SOLE   350,900 0 0
BAYTEX ENERGY CORP COM 07317Q105 819 272,100 SH   SOLE   272,100 0 0
BCE INC COM NEW 05534B760 225 4,800 SH   SOLE   4,800 0 0
BECTON DICKINSON & CO COM 075887109 106,022 541,066 SH   SOLE   511,966 0 29,100
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 48,580 265,000 SH   SOLE   265,000 0 0
BEST BUY INC COM 086516101 16,439 288,600 SH   SOLE   288,600 0 0
BIG LOTS INC COM 089302103 2,657 49,600 SH   SOLE   49,600 0 0
BIOGEN INC COM 09062X103 463 1,480 SH   SOLE   1,480 0 0
BIOGEN INC COM 09062X103 25,050 80,000 SH Put SOLE   80,000 0 0
BLACKROCK CAPITAL INVESTMENT COM 092533108 415 55,388 SH   SOLE   55,388 0 0
BLUCORA INC COM 095229100 1,594 63,000 SH   SOLE   63,000 0 0
BOEING CO COM 097023105 508 2,000 SH   SOLE   2,000 0 0
BOISE CASCADE CO DEL COM 09739D100 1,675 48,000 SH   SOLE   48,000 0 0
BORGWARNER INC COM 099724106 799 15,600 SH   SOLE   15,600 0 0
BRADY CORP CL A 104674106 596 15,700 SH   SOLE   15,700 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 2,762 157,900 SH   SOLE   157,900 0 0
BRIDGEPOINT ED INC COM 10807M105 118 12,300 SH   SOLE   12,300 0 0
BRIGGS & STRATTON CORP COM 109043109 1,713 72,900 SH   SOLE   72,900 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,596 41,568 SH   SOLE   41,568 0 0
BRUKER CORP COM 116794108 315 10,600 SH   SOLE   10,600 0 0
BRUNSWICK CORP COM 117043109 5,401 96,500 SH   SOLE   96,500 0 0
CA INC COM 12673P105 5,606 167,954 SH   SOLE   167,954 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 256 3,200 SH   SOLE   3,200 0 0
CACI INTL INC CL A 127190304 3,135 22,500 SH   SOLE   22,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 12,871 326,100 SH   SOLE   326,100 0 0
CANADIAN NATL RY CO COM 136375102 3,673 44,440 SH   SOLE   44,440 0 0
CANADIAN SOLAR INC COM 136635109 2,295 136,263 SH   SOLE   136,263 0 0
CAPELLA EDUCATION COMPANY COM 139594105 428 6,100 SH   SOLE   6,100 0 0
CAPITAL BK FINL CORP CL A COM 139794101 32,643 795,200 SH   SOLE   795,200 0 0
CAPITAL ONE FINL CORP COM 14040H105 779 9,200 SH   SOLE   9,200 0 0
CARS COM INC COM 14575E105 51,143 1,921,933 SH   SOLE   1,921,933 0 0
CATALENT INC COM 148806102 295 7,400 SH   SOLE   7,400 0 0
CBRE GROUP INC CL A 12504L109 7,398 195,300 SH   SOLE   195,300 0 0
CDN IMPERIAL BK COMM TORONTO COM 136069101 27,104 310,500 SH   SOLE   310,500 0 0
CELESTICA INC SUB VTG SHS 15101Q108 489 39,600 SH   SOLE   39,600 0 0
CELGENE CORP COM 151020104 394 2,700 SH   SOLE   2,700 0 0
CELLCOM ISRAEL LTD SHS M2196U109 184 19,774 SH   SOLE   19,774 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 52,051 5,732,544 SH   SOLE   5,553,009 0 179,535
CENTERPOINT ENERGY INC COM 15189T107 10,819 370,400 SH   SOLE   370,400 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,239 60,200 SH   SOLE   60,200 0 0
CENTRAL GARDEN & PET CO COM 153527106 1,045 26,900 SH   SOLE   26,900 0 0
CENTURYLINK INC COM 156700106 47 2,500 SH   SOLE   2,500 0 0
CENTURYLINK INC COM 156700106 74,224 3,927,200 SH Put SOLE   3,927,200 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 42,085 1,062,495 SH   SOLE   1,041,695 0 20,800
CHARLES RIV LABS INTL INC COM 159864107 346 3,200 SH   SOLE   3,200 0 0
CHART INDS INC COM PAR $0.01 16115Q308 251 6,400 SH   SOLE   6,400 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 3,899 34,200 SH   SOLE   34,200 0 0
CHEMED CORP NEW COM 16359R103 3,396 16,807 SH   SOLE   16,807 0 0
CHESAPEAKE ENERGY CORP COM 165167107 840 195,402 SH   SOLE   195,402 0 0
CHEVRON CORP NEW COM 166764100 28,704 244,293 SH   SOLE   244,293 0 0
CHILDRENS PL INC COM 168905107 2,068 17,500 SH   SOLE   17,500 0 0
CHIMERA INVT CORP COM NEW 16934Q208 231 12,200 SH   SOLE   12,200 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 36,246 305,047 SH   SOLE   250,638 0 54,409
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 35,500 701,989 SH   SOLE   689,689 0 12,300
CHINA YUCHAI INTL LTD COM G21082105 495 22,252 SH   SOLE   22,252 0 0
CHOICE HOTELS INTL INC COM 169905106 2,058 32,200 SH   SOLE   32,200 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 7,553 221,427 SH   SOLE   213,049 0 8,378
CHURCH & DWIGHT INC COM 171340102 683 14,100 SH   SOLE   14,100 0 0
CIMPRESS N V SHS EURO N20146101 92,777 950,000 SH   SOLE   950,000 0 0
CISCO SYS INC COM 17275R102 327,579 9,740,668 SH   SOLE   9,288,066 0 452,602
CITIGROUP INC COM NEW 172967424 3,841 52,800 SH   SOLE   52,800 0 0
CITRIX SYS INC COM 177376100 6,144 79,978 SH   SOLE   79,978 0 0
CLOROX CO DEL COM 189054109 4,551 34,500 SH   SOLE   34,500 0 0
CNA FINL CORP COM 126117100 332 6,600 SH   SOLE   6,600 0 0
CNO FINL GROUP INC COM 12621E103 2,784 119,300 SH   SOLE   119,300 0 0
COACH INC COM 189754104 310 7,700 SH   SOLE   7,700 0 0
COCA COLA CO COM 191216100 170,500 3,788,043 SH   SOLE   3,555,431 0 232,612
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 3,047 39,500 SH   SOLE   39,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 291,624 4,020,182 SH   SOLE   3,814,221 0 205,961
COLGATE PALMOLIVE CO COM 194162103 4,943 67,846 SH   SOLE   67,846 0 0
COLGATE PALMOLIVE CO COM 194162103 18,941 260,000 SH Put SOLE   260,000 0 0
COMMERCEHUB INC COM SER A 20084V108 11,962 530,000 SH   SOLE   530,000 0 0
COMMERCEHUB INC COM SER C 20084V306 27,115 1,270,000 SH   SOLE   1,270,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 316 41,200 SH   SOLE   41,200 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 1,788 170,900 SH   SOLE   120,900 0 50,000
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 3,331 1,343,091 SH   SOLE   1,259,430 0 83,661
COMPANHIA PARANAENSE ENERG C SPON ADR PFD 20441B407 228 25,700 SH   SOLE   17,600 0 8,100
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 409 32,000 SH   SOLE   32,000 0 0
CONDUENT INC COM 206787103 299 19,080 SH   SOLE   19,080 0 0
CONSTELLIUM NV CL A N22035104 1,816 177,200 SH   SOLE   177,200 0 0
COOPER STD HLDGS INC COM 21676P103 3,583 30,900 SH   SOLE   30,900 0 0
CORECIVIC INC COM 21871N101 5,975 223,200 SH   SOLE   223,200 0 0
CORNING INC COM 219350105 8,028 268,300 SH   SOLE   268,300 0 0
COSTCO WHSL CORP NEW COM 22160K105 228,789 1,392,591 SH   SOLE   1,323,300 0 69,291
CRANE CO COM 224399105 2,176 27,200 SH   SOLE   27,200 0 0
CREDICORP LTD COM G2519Y108 51,870 253,000 SH   SOLE   228,500 0 24,500
CREDIT ACCEP CORP MICH COM 225310101 42,866 153,000 SH   SOLE   153,000 0 0
CSG SYS INTL INC COM 126349109 2,270 56,600 SH   SOLE   56,600 0 0
CSX CORP COM 126408103 22,154 408,300 SH   SOLE   408,300 0 0
CULP INC COM 230215105 219 6,700 SH   SOLE   6,700 0 0
CUMMINS INC COM 231021106 15,297 91,040 SH   SOLE   91,040 0 0
CVS HEALTH CORP COM 126650100 86,607 1,065,011 SH   SOLE   1,019,911 0 45,100
DANA INCORPORATED COM 235825205 5,466 195,500 SH   SOLE   195,500 0 0
DARDEN RESTAURANTS INC COM 237194105 4,010 50,900 SH   SOLE   50,900 0 0
DARLING INGREDIENTS INC COM 237266101 238 13,600 SH   SOLE   13,600 0 0
DEERE & CO COM 244199105 15,799 125,800 SH   SOLE   125,800 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 6,193 80,216 SH   SOLE   80,216 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 14,061 142,900 SH   SOLE   142,900 0 0
DELUXE CORP COM 248019101 3,940 53,998 SH   SOLE   53,998 0 0
DENBURY RES INC COM NEW 247916208 322 240,108 SH   SOLE   240,108 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 700 5,300 SH   SOLE   5,300 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 712 49,100 SH   SOLE   49,100 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 3,035 277,200 SH   SOLE   277,200 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 13 600 SH   SOLE   600 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 6,200 291,200 SH Put SOLE   291,200 0 0
DISH NETWORK CORP CL A 25470M109 12,574 231,868 SH   SOLE   231,868 0 0
DISH NETWORK CORP CL A 25470M109 15,727 290,000 SH Put SOLE   290,000 0 0
DISNEY WALT CO COM DISNEY 254687106 10,416 105,673 SH   SOLE   105,673 0 0
DISNEY WALT CO COM DISNEY 254687106 17,743 180,000 SH Put SOLE   180,000 0 0
DONNELLEY R R & SONS CO COM 257867200 309 30,000 SH   SOLE   30,000 0 0
DOVER CORP COM 260003108 8,929 97,700 SH   SOLE   97,700 0 0
DOWDUPONT INC COM 26078J100 28,682 414,300 SH   SOLE   414,300 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 6,645 75,108 SH   SOLE   75,108 0 0
DR REDDYS LABS LTD ADR 256135203 257 7,200 SH   SOLE   7,200 0 0
DRIVE SHACK INC COM 262077100 67 18,480 SH   SOLE   18,480 0 0
DTE ENERGY CO COM 233331107 4,916 45,789 SH   SOLE   45,789 0 0
DXC TECHNOLOGY CO COM 23355L106 6,580 76,620 SH   SOLE   76,620 0 0
EASTMAN CHEM CO COM 277432100 5,791 64,000 SH   SOLE   64,000 0 0
EATON CORP PLC SHS G29183103 468 6,100 SH   SOLE   6,100 0 0
EBAY INC COM 278642103 18,137 471,578 SH   SOLE   471,578 0 0
ECOPETROL S A SPONSORED ADS 279158109 13,201 1,391,000 SH   SOLE   1,391,000 0 0
EDISON INTL COM 281020107 11,082 143,600 SH   SOLE   143,600 0 0
EMCOR GROUP INC COM 29084Q100 3,736 53,850 SH   SOLE   53,850 0 0
EMERSON ELEC CO COM 291011104 184,090 2,929,503 SH   SOLE   2,818,120 0 111,383
ENDURANCE INTL GROUP HLDGS I COM 29272B105 214 26,100 SH   SOLE   26,100 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 5,856 573,040 SH   SOLE   505,840 0 67,200
ENEL CHILE S A SPONSORED ADR 29278D105 142 23,600 SH   SOLE   0 0 23,600
ENOVA INTL INC COM 29357K103 689 51,200 SH   SOLE   51,200 0 0
ENPRO INDS INC COM 29355X107 43,174 536,117 SH   SOLE   536,117 0 0
ENSCO PLC SHS CLASS A G3157S106 1,144 191,600 SH   SOLE   191,600 0 0
EPLUS INC COM 294268107 3,197 34,582 SH   SOLE   34,582 0 0
ESSENT GROUP LTD COM G3198U102 579 14,300 SH   SOLE   14,300 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 3,218 35,700 SH   SOLE   35,700 0 0
EVEREST RE GROUP LTD COM G3223R108 6,236 27,304 SH   SOLE   27,304 0 0
EVERI HLDGS INC COM 30034T103 846 111,500 SH   SOLE   111,500 0 0
EXACTECH INC COM 30064E109 291 8,821 SH   SOLE   8,821 0 0
EXELON CORP COM 30161N101 11,568 307,100 SH   SOLE   307,100 0 0
EXTERRAN CORP COM 30227H106 1,713 54,178 SH   SOLE   54,178 0 0
FEDERAL AGRIC MTG CORP CL C 313148306 829 11,400 SH   SOLE   11,400 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 117,004 6,532,843 SH   SOLE   6,532,843 0 0
FIFTH THIRD BANCORP COM 316773100 3,629 129,700 SH   SOLE   129,700 0 0
FIRST AMERN FINL CORP COM 31847R102 3,407 68,176 SH   SOLE   68,176 0 0
FIRST SOLAR INC COM 336433107 2,358 51,400 SH   SOLE   51,400 0 0
FIRSTENERGY CORP COM 337932107 11,907 386,200 SH   SOLE   386,200 0 0
FISERV INC COM 337738108 11,241 87,164 SH   SOLE   87,164 0 0
FLEXSTEEL INDS INC COM 339382103 218 4,295 SH   SOLE   4,295 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 122 10,200 SH   SOLE   10,200 0 0
FRANKLIN RES INC COM 354613101 3,952 88,800 SH   SOLE   88,800 0 0
FREEPORT-MCMORAN INC CL B 35671D857 10,805 769,605 SH   SOLE   769,605 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,324 308,000 SH Put SOLE   308,000 0 0
GANNETT CO INC COM 36473H104 326 36,200 SH   SOLE   36,200 0 0
GENERAL DYNAMICS CORP COM 369550108 6,093 29,640 SH   SOLE   29,640 0 0
GENERAL MTRS CO COM 37045V100 114,409 2,833,300 SH   SOLE   2,833,300 0 0
GEO GROUP INC NEW COM 36162J106 3,414 126,900 SH   SOLE   126,900 0 0
GERMAN AMERN BANCORP INC COM 373865104 211 5,550 SH   SOLE   5,550 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 33,613 827,900 SH   SOLE   827,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 240 1,010 SH   SOLE   1,010 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 3,388 101,900 SH   SOLE   101,900 0 0
GRAHAM HLDGS CO COM 384637104 2,867 4,900 SH   SOLE   4,900 0 0
GRAN TIERRA ENERGY INC COM 38500T101 241 105,618 SH   SOLE   105,618 0 0
GRAND CANYON ED INC COM 38526M106 3,878 42,700 SH   SOLE   42,700 0 0
GREIF INC CL A 397624107 1,949 33,300 SH   SOLE   33,300 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 1,712 33,100 SH   SOLE   33,100 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 210 1,100 SH   SOLE   1,100 0 0
GYRODYNE LLC COM 403829104 2,435 113,088 SH   SOLE   113,088 0 0
HALYARD HEALTH INC COM 40650V100 293 6,500 SH   SOLE   6,500 0 0
HANOVER INS GROUP INC COM 410867105 746 7,700 SH   SOLE   7,700 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 10,004 180,475 SH   SOLE   180,475 0 0
HASBRO INC COM 418056107 10,124 103,653 SH   SOLE   103,653 0 0
HCA HEALTHCARE INC COM 40412C101 271 3,400 SH   SOLE   3,400 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 32,889 341,278 SH   SOLE   221,678 0 119,600
HELEN OF TROY CORP LTD COM G4388N106 2,904 29,973 SH   SOLE   29,973 0 0
HENRY JACK & ASSOC INC COM 426281101 536 5,210 SH   SOLE   5,210 0 0
HESS CORP COM 42809H107 596 12,700 SH   SOLE   12,700 0 0
HOME DEPOT INC COM 437076102 31,072 189,975 SH   SOLE   189,975 0 0
HONEYWELL INTL INC COM 438516106 145,728 1,028,135 SH   SOLE   995,435 0 32,700
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 1,960 68,800 SH   SOLE   68,800 0 0
HOST HOTELS & RESORTS INC COM 44107P104 9,193 497,200 SH   SOLE   497,200 0 0
HP INC COM 40434L105 38,275 1,917,600 SH   SOLE   1,917,600 0 0
HRG GROUP INC COM 40434J100 3,713 237,850 SH   SOLE   237,850 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 1,537 31,100 SH   SOLE   31,100 0 0
HUMANA INC COM 444859102 129,532 531,675 SH   SOLE   507,122 0 24,553
HUNTSMAN CORP COM 447011107 63,571 2,318,429 SH   SOLE   2,318,429 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 383 5,006 SH   SOLE   5,006 0 0
IAMGOLD CORP COM 450913108 10,172 1,667,300 SH   SOLE   1,667,300 0 0
ICF INTL INC COM 44925C103 1,608 29,800 SH   SOLE   29,800 0 0
ICICI BK LTD ADR 45104G104 1,467 171,396 SH   SOLE   107,236 0 64,160
ILLINOIS TOOL WKS INC COM 452308109 15,079 101,912 SH   SOLE   101,912 0 0
INFOSYS LTD SPONSORED ADR 456788108 154,487 10,588,557 SH   SOLE   10,213,557 0 375,000
INFRAREIT INC COM 45685L100 309 13,800 SH   SOLE   13,800 0 0
INGERSOLL-RAND PLC SHS G47791101 5,743 64,400 SH   SOLE   64,400 0 0
INGREDION INC COM 457187102 985 8,162 SH   SOLE   8,162 0 0
INNOPHOS HOLDINGS INC COM 45774N108 207 4,200 SH   SOLE   4,200 0 0
INNOVIVA INC COM 45781M101 206 14,600 SH   SOLE   14,600 0 0
INSIGHT ENTERPRISES INC COM 45765U103 2,117 46,102 SH   SOLE   46,102 0 0
INTEL CORP COM 458140100 32,053 841,738 SH   SOLE   841,738 0 0
INTER PARFUMS INC COM 458334109 1,246 30,200 SH   SOLE   30,200 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 71,953 1,597,544 SH   SOLE   1,597,544 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 13,983 96,384 SH   SOLE   96,384 0 0
INTERXION HOLDING N.V SHS N47279109 38,198 750,000 SH   SOLE   750,000 0 0
INTL PAPER CO COM 460146103 307 5,400 SH   SOLE   5,400 0 0
INTREPID POTASH INC COM 46121Y102 65 14,900 SH   SOLE   14,900 0 0
INTUIT COM 461202103 10,362 72,900 SH   SOLE   72,900 0 0
INVESCO LTD SHS G491BT108 943 26,925 SH   SOLE   26,925 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 828 37,400 SH   SOLE   37,400 0 0
ISHARES INC MSCI BRZ CAP ETF 464286400 134,187 3,218,674 SH   SOLE   2,551,781 0 666,893
ISHARES INC MSCI TAIWAN ETF 46434G772 70,081 1,941,303 SH   SOLE   1,529,823 0 411,480
ISHARES TR IBOXX INV CP ETF 464287242 153,708 1,267,900 SH   SOLE   1,267,900 0 0
ISHARES TR MSCI EAFE ETF 464287465 5,546 80,988 SH   SOLE   80,988 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 491,755 10,974,223 SH   SOLE   8,162,770 0 2,811,453
ISHARES TR MSCI INDIA ETF 46429B598 4,602 140,100 SH   SOLE   140,100 0 0
ISRAEL CHEMICALS LTD SHS M5920A109 2,698 607,941 SH   SOLE   607,941 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 724 52,811 SH   SOLE   52,811 0 0
JABIL INC COM 466313103 291 10,200 SH   SOLE   10,200 0 0
JOHNSON & JOHNSON COM 478160104 593,475 4,564,838 SH   SOLE   4,366,850 0 197,988
JONES LANG LASALLE INC COM 48020Q107 5,353 43,343 SH   SOLE   43,343 0 0
JPMORGAN CHASE & CO COM 46625H100 63,358 663,360 SH   SOLE   663,360 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 793 273,600 SH   SOLE   273,600 0 0
JUNIPER NETWORKS INC COM 48203R104 9,546 343,000 SH   SOLE   343,000 0 0
JUST ENERGY GROUP INC COM 48213W101 272 47,000 SH   SOLE   47,000 0 0
KADANT INC COM 48282T104 365 3,700 SH   SOLE   3,700 0 0
KB HOME COM 48666K109 292 12,100 SH   SOLE   12,100 0 0
KEMET CORP COM NEW 488360207 241 11,400 SH   SOLE   11,400 0 0
KLA-TENCOR CORP COM 482480100 5,067 47,800 SH   SOLE   47,800 0 0
KOPPERS HOLDINGS INC COM 50060P106 1,611 34,900 SH   SOLE   34,900 0 0
KOSMOS ENERGY LTD SHS G5315B107 144 18,100 SH   SOLE   18,100 0 0
KULICKE & SOFFA INDS INC COM 501242101 647 30,000 SH   SOLE   30,000 0 0
LAM RESEARCH CORP COM 512807108 11,565 62,500 SH   SOLE   62,500 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 3,810 55,600 SH   SOLE   55,600 0 0
LANDSTAR SYS INC COM 515098101 3,249 32,600 SH   SOLE   32,600 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 11,485 2,204,400 SH   SOLE   2,204,400 0 0
LAUDER ESTEE COS INC CL A 518439104 1,542 14,300 SH   SOLE   14,300 0 0
LAUREATE EDUCATION INC CL A 518613203 236 16,200 SH   SOLE   16,200 0 0
LEAR CORP COM NEW 521865204 14,847 85,780 SH   SOLE   85,780 0 0
LEIDOS HLDGS INC COM 525327102 4,181 70,600 SH   SOLE   70,600 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 146,521 2,749,500 SH   SOLE   2,749,500 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 326 24,300 SH   SOLE   24,300 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 20,790 875,000 SH   SOLE   875,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 39,028 1,675,000 SH   SOLE   1,675,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 50,895 1,215,540 SH   SOLE   1,215,540 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 361 29,200 SH   SOLE   29,200 0 0
LILLY ELI & CO COM 532457108 68,607 802,049 SH   SOLE   758,249 0 43,800
LINCOLN NATL CORP IND COM 534187109 7,987 108,703 SH   SOLE   108,703 0 0
LOGITECH INTL S A SHS H50430232 65,644 1,798,848 SH   SOLE   1,798,848 0 0
LOUISIANA PAC CORP COM 546347105 368 13,600 SH   SOLE   13,600 0 0
LPL FINL HLDGS INC COM 50212V100 1,918 37,200 SH   SOLE   37,200 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 1,826 38,200 SH   SOLE   38,200 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,645 77,180 SH   SOLE   77,180 0 0
M D C HLDGS INC COM 552676108 1,707 51,400 SH   SOLE   51,400 0 0
MANITOWOC INC COM 563571108 123 13,700 SH   SOLE   13,700 0 0
MANPOWERGROUP INC COM 56418H100 3,287 27,900 SH   SOLE   27,900 0 0
MANTECH INTL CORP CL A 564563104 252 5,700 SH   SOLE   5,700 0 0
MANULIFE FINL CORP COM 56501R106 8,348 411,600 SH   SOLE   411,600 0 0
MARATHON OIL CORP COM 565849106 11,450 844,424 SH   SOLE   844,424 0 0
MARATHON PETE CORP COM 56585A102 13,678 243,900 SH   SOLE   243,900 0 0
MARCUS CORP COM 566330106 343 12,400 SH   SOLE   12,400 0 0
MARTEN TRANS LTD COM 573075108 307 14,933 SH   SOLE   14,933 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 5,748 321,095 SH   SOLE   321,095 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 19,153 1,070,000 SH Put SOLE   1,070,000 0 0
MASTEC INC COM 576323109 789 17,000 SH   SOLE   17,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 141,205 1,000,034 SH   SOLE   958,896 0 41,138
MCDERMOTT INTL INC COM 580037109 4,102 564,250 SH   SOLE   564,250 0 0
MCDONALDS CORP COM 580135101 21,575 137,700 SH   SOLE   137,700 0 0
MEDTRONIC PLC SHS G5960L103 316,950 4,075,480 SH   SOLE   3,885,331 0 190,149
MERCER INTL INC COM 588056101 334 28,200 SH   SOLE   28,200 0 0
MERCK & CO INC COM 58933Y105 4,789 74,800 SH   SOLE   74,800 0 0
MEREDITH CORP COM 589433101 1,759 31,685 SH   SOLE   31,685 0 0
MERITOR INC COM 59001K100 4,403 169,300 SH   SOLE   169,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 351 560 SH   SOLE   560 0 0
MGIC INVT CORP WIS COM 552848103 316 25,200 SH   SOLE   25,200 0 0
MICRON TECHNOLOGY INC COM 595112103 35,185 894,600 SH   SOLE   894,600 0 0
MICROSOFT CORP COM 594918104 783,299 10,515,494 SH   SOLE   9,961,776 0 553,718
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 136,624 13,086,577 SH   SOLE   12,762,494 0 324,083
MODINE MFG CO COM 607828100 331 17,200 SH   SOLE   17,200 0 0
MOELIS & CO CL A 60786M105 263 6,100 SH   SOLE   6,100 0 0
MOMO INC ADR 60879B107 2,028 64,700 SH   SOLE   64,700 0 0
MONDELEZ INTL INC CL A 609207105 12,103 297,663 SH   SOLE   297,663 0 0
MONDELEZ INTL INC CL A 609207105 16,671 410,000 SH Put SOLE   410,000 0 0
MONSANTO CO NEW COM 61166W101 298,300 2,489,566 SH   SOLE   2,395,246 0 94,320
MOOG INC CL A 615394202 4,197 50,300 SH   SOLE   50,300 0 0
MOSAIC CO NEW COM 61945C103 899 41,660 SH   SOLE   41,660 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 229 2,700 SH   SOLE   2,700 0 0
MRC GLOBAL INC COM 55345K103 1,107 63,300 SH   SOLE   63,300 0 0
MURPHY OIL CORP COM 626717102 3,084 116,100 SH   SOLE   116,100 0 0
NATIONAL BEVERAGE CORP COM 635017106 9,924 80,000 SH   SOLE   80,000 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 310 16,700 SH   SOLE   16,700 0 0
NAVIGANT CONSULTING INC COM 63935N107 1,149 67,912 SH   SOLE   67,912 0 0
NAVIGATORS GROUP INC COM 638904102 730 12,514 SH   SOLE   12,514 0 0
NCR CORP NEW COM 62886E108 3,658 97,500 SH   SOLE   97,500 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 2,322 238,441 SH   SOLE   238,441 0 0
NETAPP INC COM 64110D104 236 5,400 SH   SOLE   5,400 0 0
NETEASE INC SPONSORED ADR 64110W102 85,580 324,400 SH   SOLE   310,800 0 13,600
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 21,235 240,600 SH   SOLE   199,400 0 41,200
NEW SR INVT GROUP INC COM 648691103 214 23,400 SH   SOLE   23,400 0 0
NEW YORK TIMES CO CL A 650111107 1,725 88,000 SH   SOLE   88,000 0 0
NEWS CORP NEW CL A 65249B109 3,069 231,422 SH   SOLE   231,422 0 0
NEWS CORP NEW CL B 65249B208 1,572 115,185 SH   SOLE   115,185 0 0
NISOURCE INC COM 65473P105 6,170 241,100 SH   SOLE   241,100 0 0
NOBLE CORP PLC SHS USD G65431101 1,084 235,600 SH   SOLE   235,600 0 0
NRG ENERGY INC COM NEW 629377508 251 9,800 SH   SOLE   9,800 0 0
NRG YIELD INC CL A NEW 62942X306 328 17,300 SH   SOLE   17,300 0 0
NUTRI SYS INC NEW COM 67069D108 2,454 43,900 SH   SOLE   43,900 0 0
NVIDIA CORP COM 67066G104 340 1,900 SH   SOLE   1,900 0 0
NXP SEMICONDUCTORS N V COM N6596X109 128,259 1,134,135 SH   SOLE   1,134,135 0 0
NXSTAGE MEDICAL INC COM 67072V103 28,497 1,032,500 SH   SOLE   1,032,500 0 0
OGE ENERGY CORP COM 670837103 3,736 103,700 SH   SOLE   103,700 0 0
OM ASSET MGMT PLC SHS G67506108 2,205 147,800 SH   SOLE   147,800 0 0
OMEGA PROTEIN CORP COM 68210P107 291 17,500 SH   SOLE   17,500 0 0
ONEOK INC NEW COM 682680103 414 7,475 SH   SOLE   7,475 0 0
OPEN TEXT CORP COM 683715106 814 25,300 SH   SOLE   25,300 0 0
ORACLE CORP COM 68389X105 668,576 13,827,848 SH   SOLE   13,183,415 0 644,433
ORION ENGINEERED CARBONS S A COM L72967109 1,172 52,200 SH   SOLE   52,200 0 0
OSHKOSH CORP COM 688239201 3,582 43,400 SH   SOLE   43,400 0 0
OWENS CORNING NEW COM 690742101 3,496 45,200 SH   SOLE   45,200 0 0
OWENS ILL INC COM NEW 690768403 4,106 163,200 SH   SOLE   163,200 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 3,379 98,500 SH   SOLE   95,100 0 3,400
PACKAGING CORP AMER COM 695156109 6,640 57,900 SH   SOLE   57,900 0 0
PARKER HANNIFIN CORP COM 701094104 16,510 94,330 SH   SOLE   94,330 0 0
PAYCHEX INC COM 704326107 282 4,700 SH   SOLE   4,700 0 0
PENN VA CORP NEW COM 70788V102 10,085 252,261 SH   SOLE   252,261 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 530 29,750 SH   SOLE   29,750 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 338 7,100 SH   SOLE   7,100 0 0
PEPSICO INC COM 713448108 116,987 1,049,873 SH   SOLE   1,020,984 0 28,889
PFIZER INC COM 717081103 147,826 4,140,797 SH   SOLE   4,030,197 0 110,600
PHILIP MORRIS INTL INC COM 718172109 233,099 2,099,799 SH   SOLE   1,961,382 0 138,417
PHILLIPS 66 COM 718546104 293 3,200 SH   SOLE   3,200 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 449 15,800 SH   SOLE   15,800 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 541 25,400 SH   SOLE   25,400 0 0
PINNACLE WEST CAP CORP COM 723484101 254 3,000 SH   SOLE   3,000 0 0
PITNEY BOWES INC COM 724479100 2,163 154,400 SH   SOLE   154,400 0 0
PLY GEM HLDGS INC COM 72941W100 239 14,000 SH   SOLE   14,000 0 0
POPULAR INC COM NEW 733174700 3,971 110,500 SH   SOLE   110,500 0 0
POTASH CORP SASK INC COM 73755L107 1,602 83,329 SH   SOLE   83,329 0 0
POTLATCH CORP NEW COM 737630103 1,923 37,700 SH   SOLE   37,700 0 0
PRA HEALTH SCIENCES INC COM 69354M108 312 4,100 SH   SOLE   4,100 0 0
PREFERRED APT CMNTYS INC COM 74039L103 823 43,600 SH   SOLE   43,600 0 0
PRICE T ROWE GROUP INC COM 74144T108 8,621 95,105 SH   SOLE   95,105 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 14,414 224,025 SH   SOLE   224,025 0 0
PROCTER AND GAMBLE CO COM 742718109 1,010 11,100 SH   SOLE   11,100 0 0
PROGRESS SOFTWARE CORP COM 743312100 1,851 48,500 SH   SOLE   48,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 23,714 489,750 SH   SOLE   489,750 0 0
PRUDENTIAL FINL INC COM 744320102 16,373 154,000 SH   SOLE   154,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 12,455 269,304 SH   SOLE   269,304 0 0
PULTE GROUP INC COM 745867101 4,884 178,700 SH   SOLE   178,700 0 0
PUTMAN HIGH INCOME SEC FUND SHS BEN INT 746779107 2,565 287,259 SH   SOLE   287,259 0 0
PVH CORP COM 693656100 10,690 84,800 SH   SOLE   84,800 0 0
QIWI PLC SPON ADR REP B 74735M108 5,905 348,600 SH   SOLE   338,300 0 10,300
QUAD / GRAPHICS INC COM CL A 747301109 418 18,500 SH   SOLE   18,500 0 0
QUALCOMM INC COM 747525103 283,793 5,474,411 SH   SOLE   5,230,349 0 244,062
QUALCOMM INC COM 747525103 18,144 350,000 SH Put SOLE   350,000 0 0
QUALITY CARE PPTYS INC COM 747545101 1,770 114,200 SH   SOLE   114,200 0 0
QUALITY SYS INC COM 747582104 363 23,100 SH   SOLE   23,100 0 0
QUEST DIAGNOSTICS INC COM 74834L100 421 4,500 SH   SOLE   4,500 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 9,479 112,400 SH   SOLE   112,400 0 0
REALOGY HLDGS CORP COM 75605Y106 369 11,200 SH   SOLE   11,200 0 0
REGIONAL MGMT CORP COM 75902K106 635 26,212 SH   SOLE   26,212 0 0
REGIONS FINL CORP NEW COM 7591EP100 257 16,900 SH   SOLE   16,900 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 4,093 53,740 SH   SOLE   53,740 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 812 66,800 SH   SOLE   66,800 0 0
REXNORD CORP NEW COM 76169B102 569 22,400 SH   SOLE   22,400 0 0
RMR GROUP INC CL A 74967R106 246 4,800 SH   SOLE   4,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 64,441 361,603 SH   SOLE   341,715 0 19,888
ROCKWELL COLLINS INC COM 774341101 78,478 600,400 SH   SOLE   600,400 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 1,069 83,200 SH   SOLE   83,200 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 17,044 220,800 SH   SOLE   220,800 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 8,570 72,300 SH   SOLE   72,300 0 0
RYB ED INC ADR 74979W101 1,425 50,000 SH   SOLE   43,900 0 6,100
SANDERSON FARMS INC COM 800013104 404 2,500 SH   SOLE   2,500 0 0
SANFILIPPO JOHN B & SON INC COM 800422107 333 4,950 SH   SOLE   4,950 0 0
SANMINA CORPORATION COM 801056102 4,268 114,893 SH   SOLE   114,893 0 0
SCANA CORP NEW COM 80589M102 3,254 67,100 SH   SOLE   67,100 0 0
SCHLUMBERGER LTD COM 806857108 118,582 1,699,857 SH   SOLE   1,624,494 0 75,363
SCHOLASTIC CORP COM 807066105 1,555 41,800 SH   SOLE   41,800 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 315 7,600 SH   SOLE   7,600 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 3,191 69,600 SH   SOLE   69,600 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 60,956 709,700 SH   SOLE   709,700 0 0
SEADRILL LIMITED SHS G7945E105 5 14,103 SH   SOLE   14,103 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,269 68,400 SH   SOLE   68,400 0 0
SEARS HLDGS CORP COM 812350106 26,808 3,672,300 SH Put SOLE   3,672,300 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 211 9,000 SH   SOLE   9,000 0 0
SELECTIVE INS GROUP INC COM 816300107 238 4,412 SH   SOLE   4,412 0 0
SERVICE CORP INTL COM 817565104 4,206 121,900 SH   SOLE   121,900 0 0
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 452 57,300 SH   SOLE   57,300 0 0
SILVERBOW RES INC COM 82836G102 1,552 63,200 SH   SOLE   63,200 0 0
SINA CORP ORD G81477104 21,371 186,400 SH   SOLE   186,400 0 0
SJW GROUP COM 784305104 272 4,800 SH   SOLE   4,800 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 15,327 623,309 SH   SOLE   608,509 0 14,800
SKYWEST INC COM 830879102 378 8,600 SH   SOLE   8,600 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 9,617 172,778 SH   SOLE   172,778 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 3,010 45,300 SH   SOLE   45,300 0 0
SOHU COM INC COM 83408W103 27,228 500,060 SH   SOLE   500,060 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 8,098 283,655 SH   SOLE   283,655 0 0
SONOCO PRODS CO COM 835495102 204 4,040 SH   SOLE   4,040 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 7,311 69,021 SH   SOLE   69,021 0 0
SPECTRUM PHARMACEUTICALS INC COM 84763A108 215 15,300 SH   SOLE   15,300 0 0
SPRINT CORP COM SER 1 85207U105 159 20,485 SH   SOLE   20,485 0 0
SPX CORP COM 784635104 647 22,036 SH   SOLE   22,036 0 0
STANDARD MTR PRODS INC COM 853666105 1,192 24,700 SH   SOLE   24,700 0 0
STATE STR CORP COM 857477103 10,765 112,675 SH   SOLE   112,675 0 0
STEPAN CO COM 858586100 452 5,400 SH   SOLE   5,400 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 71,994 3,707,200 SH   SOLE   3,707,200 0 0
STRAYER ED INC COM 863236105 244 2,800 SH   SOLE   2,800 0 0
STRYKER CORP COM 863667101 152,767 1,075,670 SH   SOLE   1,019,570 0 56,100
SUMMIT HOTEL PPTYS COM 866082100 2,123 132,800 SH   SOLE   132,800 0 0
SUNPOWER CORP COM 867652406 93 12,800 SH   SOLE   12,800 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 2,725 169,600 SH   SOLE   169,600 0 0
SUNTRUST BKS INC COM 867914103 723 12,100 SH   SOLE   12,100 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 328 8,200 SH   SOLE   8,200 0 0
SYKES ENTERPRISES INC COM 871237103 1,598 54,786 SH   SOLE   54,786 0 0
SYMANTEC CORP COM 871503108 4,912 149,700 SH   SOLE   149,700 0 0
SYNNEX CORP COM 87162W100 1,758 13,900 SH   SOLE   13,900 0 0
SYNOPSYS INC COM 871607107 14,407 178,900 SH   SOLE   178,900 0 0
SYSCO CORP COM 871829107 9,592 177,800 SH   SOLE   177,800 0 0
SYSTEMAX INC COM 871851101 225 8,500 SH   SOLE   8,500 0 0
T MOBILE US INC COM 872590104 6,030 97,794 SH   SOLE   97,794 0 0
T MOBILE US INC COM 872590104 16,648 270,000 SH Put SOLE   270,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 197,694 5,264,830 SH   SOLE   5,200,630 0 64,200
TAL ED GROUP SPONSORED ADS 874080104 59,630 1,768,902 SH   SOLE   1,451,582 0 317,320
TATA MTRS LTD SPONSORED ADR 876568502 1,145 36,621 SH   SOLE   25,721 0 10,900
TE CONNECTIVITY LTD REG SHS H84989104 15,250 183,600 SH   SOLE   183,600 0 0
TECH DATA CORP COM 878237106 4,321 48,638 SH   SOLE   48,638 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 3,279 20,600 SH   SOLE   20,600 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 3,751 134,500 SH   SOLE   134,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 3,925 238,900 SH   SOLE   238,900 0 0
TENNECO INC COM 880349105 3,246 53,500 SH   SOLE   53,500 0 0
TERADATA CORP DEL COM 88076W103 60,212 1,781,938 SH   SOLE   1,691,038 0 90,900
TEXAS INSTRS INC COM 882508104 155,903 1,739,215 SH   SOLE   1,667,777 0 71,438
THERMO FISHER SCIENTIFIC INC COM 883556102 322 1,700 SH   SOLE   1,700 0 0
THOR INDS INC COM 885160101 5,223 41,485 SH   SOLE   41,485 0 0
TIER REIT INC COM NEW 88650V208 264 13,700 SH   SOLE   13,700 0 0
TIME WARNER INC COM NEW 887317303 155,550 1,518,300 SH   SOLE   1,518,300 0 0
TJX COS INC NEW COM 872540109 57,639 781,762 SH   SOLE   743,895 0 37,867
TORONTO DOMINION BK ONT COM NEW 891160509 4,690 83,500 SH   SOLE   83,500 0 0
TOWER INTL INC COM 891826109 1,035 38,065 SH   SOLE   38,065 0 0
TRANSOCEAN LTD REG SHS H8817H100 617 57,300 SH   SOLE   57,300 0 0
TRIBUNE MEDIA CO CL A 896047503 62,647 1,533,200 SH   SOLE   1,533,200 0 0
TRINSEO S A SHS L9340P101 2,946 43,900 SH   SOLE   43,900 0 0
TRIPLE-S MGMT CORP CL B 896749108 239 10,100 SH   SOLE   10,100 0 0
TRUSTCO BK CORP N Y COM 898349105 255 28,600 SH   SOLE   28,600 0 0
TTM TECHNOLOGIES INC COM 87305R109 215 14,000 SH   SOLE   14,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 2,338 37,827 SH   SOLE   37,827 0 0
TURQUOISE HILL RES LTD COM 900435108 41 13,100 SH   SOLE   13,100 0 0
TWITTER INC COM 90184L102 2,120 125,677 SH   SOLE   125,677 0 0
TWITTER INC COM 90184L102 8,772 520,000 SH Put SOLE   520,000 0 0
TWO HBRS INVT CORP COM 90187B101 245 24,300 SH   SOLE   24,300 0 0
UGI CORP NEW COM 902681105 4,236 90,400 SH   SOLE   90,400 0 0
UNILEVER N V N Y SHS NEW 904784709 2,537 42,973 SH   SOLE   42,973 0 0
UNILEVER N V N Y SHS NEW 904784709 16,013 320,000 SH Put SOLE   320,000 0 0
UNIT CORP COM 909218109 713 34,664 SH   SOLE   34,664 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 607 242,600 SH   SOLE   242,600 0 0
UNITED STATES CELLULAR CORP COM 911684108 1,228 34,700 SH   SOLE   34,700 0 0
UNITED TECHNOLOGIES CORP COM 913017109 203,755 1,755,297 SH   SOLE   1,683,784 0 71,513
UNITED TECHNOLOGIES CORP COM 913017109 21,312 183,600 SH Put SOLE   183,600 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 281 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 562,128 2,870,197 SH   SOLE   2,732,209 0 137,988
UNIVERSAL CORP VA COM 913456109 1,925 33,600 SH   SOLE   33,600 0 0
UNIVERSAL FST PRODS INC COM 913543104 236 2,400 SH   SOLE   2,400 0 0
UNUM GROUP COM 91529Y106 5,509 107,748 SH   SOLE   107,748 0 0
US BANCORP DEL COM NEW 902973304 184,309 3,439,242 SH   SOLE   3,263,856 0 175,386
V F CORP COM 918204108 81,309 1,279,041 SH   SOLE   1,222,179 0 56,862
VALE S A ADR 91912E105 12,024 1,194,000 SH   SOLE   1,194,000 0 0
VALE S A ADR REPSTG PFD 91912E204 4,925 526,700 SH   SOLE   526,700 0 0
VALERO ENERGY CORP NEW COM 91913Y100 10,646 138,386 SH   SOLE   138,386 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 2,690 120,700 SH   SOLE   120,700 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3,085 70,800 SH   SOLE   70,800 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 627 32,400 SH   SOLE   32,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 886 17,900 SH   SOLE   17,900 0 0
VISA INC COM CL A 92826C839 253 2,400 SH   SOLE   2,400 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 267 14,200 SH   SOLE   14,200 0 0
VISTEON CORP COM NEW 92839U206 3,602 29,100 SH   SOLE   29,100 0 0
VONAGE HLDGS CORP COM 92886T201 160 19,600 SH   SOLE   19,600 0 0
WABASH NATL CORP COM 929566107 509 22,300 SH   SOLE   22,300 0 0
WAL-MART STORES INC COM 931142103 24,692 316,000 SH   SOLE   316,000 0 0
WALKER & DUNLOP INC COM 93148P102 2,838 54,241 SH   SOLE   54,241 0 0
WAYFAIR INC CL A 94419L101 109,188 1,620,000 SH   SOLE   1,620,000 0 0
WEB COM GROUP INC COM 94733A104 335 13,400 SH   SOLE   13,400 0 0
WEIBO CORP SPONSORED ADR 948596101 11,333 114,540 SH   SOLE   94,940 0 19,600
WELLCARE HEALTH PLANS INC COM 94946T106 447 2,600 SH   SOLE   2,600 0 0
WELLS FARGO CO NEW COM 949746101 245,485 4,451,222 SH   SOLE   4,223,999 0 227,223
WEST CORP COM 952355204 216 9,200 SH   SOLE   9,200 0 0
WESTERN DIGITAL CORP COM 958102105 31,925 369,500 SH   SOLE   369,500 0 0
WESTERN UN CO COM 959802109 221 11,500 SH   SOLE   11,500 0 0
WHITING PETE CORP NEW COM 966387102 1,537 281,500 SH   SOLE   281,500 0 0
WILLIAMS COS INC DEL COM 969457100 3,834 127,742 SH   SOLE   127,742 0 0
WILLIAMS COS INC DEL COM 969457100 8,103 270,000 SH Put SOLE   270,000 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 5,748 1,011,938 SH   SOLE   935,838 0 76,100
WYNDHAM WORLDWIDE CORP COM 98310W108 416 3,950 SH   SOLE   3,950 0 0
XENIA HOTELS & RESORTS INC COM 984017103 4,244 201,600 SH   SOLE   201,600 0 0
XEROX CORP COM NEW 984121608 3,421 102,750 SH   SOLE   102,750 0 0
XYLEM INC COM 98419M100 336 5,360 SH   SOLE   5,360 0 0
YANDEX N V SHS CLASS A N97284108 8,564 259,900 SH   SOLE   259,900 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 75,111 641,484 SH   SOLE   615,472 0 26,012