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 90,031 410,125 SH   SOLE   384,614 0 25,511
AAR CORP COM 000361105 366 8,300 SH   SOLE   8,300 0 0
ABBOTT LABS COM 002824100 202,784 3,384,241 SH   SOLE   3,169,336 0 214,905
ABBVIE INC COM 00287Y109 11,377 120,200 SH   SOLE   120,200 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 370,998 2,416,928 SH   SOLE   2,296,334 0 120,594
ACCO BRANDS CORP COM 00081T108 3,622 288,629 SH   SOLE   288,629 0 0
ACI WORLDWIDE INC COM 004498101 633 26,700 SH   SOLE   26,700 0 0
ACTIVISION BLIZZARD INC COM 00507V109 371 5,500 SH   SOLE   5,500 0 0
ACUSHNET HOLDINGS CORP COM 005098108 436 18,900 SH   SOLE   18,900 0 0
ADECOAGRO S A COM L00849106 2,897 385,253 SH   SOLE   385,253 0 0
ADOBE SYS INC COM 00724F101 9,572 44,300 SH   SOLE   44,300 0 0
ADTALEM GLOBAL ED INC COM 00737L103 3,718 78,200 SH   SOLE   78,200 0 0
ADTRAN INC COM 00738A106 614 39,500 SH   SOLE   39,500 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 102 14,100 SH   SOLE   14,100 0 0
AETNA INC NEW COM 00817Y108 43,548 257,680 SH   SOLE   257,680 0 0
AFLAC INC COM 001055102 10,522 240,448 SH   SOLE   240,448 0 0
AGCO CORP COM 001084102 3,803 58,644 SH   SOLE   58,644 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,004 104,700 SH   SOLE   104,700 0 0
ALBEMARLE CORP COM 012653101 7,085 76,400 SH   SOLE   76,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 170,080 926,665 SH   SOLE   853,565 0 73,100
ALLSTATE CORP COM 020002101 870 9,175 SH   SOLE   9,175 0 0
ALLY FINL INC COM 02005N100 38,553 1,420,000 SH   SOLE   1,420,000 0 0
ALPHABET INC CAP STK CL A 02079K305 315,367 304,074 SH   SOLE   283,972 0 20,102
ALPHABET INC CAP STK CL C 02079K107 434,916 421,516 SH   SOLE   404,574 0 16,942
ALTABA INC COM 021346101 161,395 2,179,840 SH   SOLE   2,179,840 0 0
AMC NETWORKS INC CL A 00164V103 662 12,800 SH   SOLE   12,800 0 0
AMDOCS LTD SHS G02602103 6,822 102,255 SH   SOLE   102,255 0 0
AMEREN CORP COM 023608102 311 5,500 SH   SOLE   5,500 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2,398 120,300 SH   SOLE   120,300 0 0
AMERICAN EXPRESS CO COM 025816109 305,112 3,270,928 SH   SOLE   3,111,280 0 159,648
AMERICAN NATL INS CO COM 028591105 1,240 10,600 SH   SOLE   10,600 0 0
AMERICAN VANGUARD CORP COM 030371108 537 26,600 SH   SOLE   26,600 0 0
AMERIPRISE FINL INC COM 03076C106 22,679 153,300 SH   SOLE   153,300 0 0
AMGEN INC COM 031162100 1,176 6,900 SH   SOLE   6,900 0 0
AMPHENOL CORP NEW CL A 032095101 71,587 831,148 SH   SOLE   798,348 0 32,800
ANALOG DEVICES INC COM 032654105 37,655 413,200 SH   SOLE   402,557 0 10,643
ANALOGIC CORP COM PAR $0.05 032657207 566 5,900 SH   SOLE   5,900 0 0
ANDEAVOR COM 03349M105 7,120 70,805 SH   SOLE   70,805 0 0
ANTHEM INC COM 036752103 277,565 1,263,383 SH   SOLE   1,206,324 0 57,059
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 3,748 213,300 SH   SOLE   213,300 0 0
APPLE INC COM 037833100 738,010 4,398,674 SH   SOLE   4,183,277 0 215,397
APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,157 43,300 SH   SOLE   43,300 0 0
APPLIED MATLS INC COM 038222105 30,875 555,200 SH   SOLE   555,200 0 0
APTIV PLC SHS G6095L109 11,641 137,000 SH   SOLE   137,000 0 0
ARCHROCK INC COM 03957W106 596 68,100 SH   SOLE   68,100 0 0
ARROW ELECTRS INC COM 042735100 6,747 87,600 SH   SOLE   87,600 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 569 17,100 SH   SOLE   17,100 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 385 5,700 SH   SOLE   5,700 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,021 29,200 SH   SOLE   29,200 0 0
ATLANTICA YIELD PLC SHS G0751N103 37,694 1,925,118 SH   SOLE   1,925,118 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 260 4,300 SH   SOLE   4,300 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 133 29,000 SH   SOLE   29,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,710 59,127 SH   SOLE   59,127 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 13,618 120,000 SH Put SOLE   120,000 0 0
AVERY DENNISON CORP COM 053611109 11,310 106,447 SH   SOLE   106,447 0 0
AVIANCA HLDGS SA SPON ADR REP PFD 05367G100 445 52,500 SH   SOLE   52,500 0 0
BANCFIRST CORP COM 05945F103 202 3,800 SH   SOLE   3,800 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 165 13,900 SH   SOLE   13,900 0 0
BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 1,808 150,400 SH   SOLE   150,400 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 4,442 105,700 SH   SOLE   105,700 0 0
BANK N S HALIFAX COM 064149107 16,374 266,000 SH   SOLE   131,500 0 134,500
BAXTER INTL INC COM 071813109 23,375 359,400 SH   SOLE   359,400 0 0
BAYTEX ENERGY CORP COM 07317Q105 398 145,100 SH   SOLE   118,800 0 26,300
BECTON DICKINSON & CO COM 075887109 125,884 580,916 SH   SOLE   551,816 0 29,100
BELDEN INC COM 077454106 889 12,900 SH   SOLE   12,900 0 0
BENCHMARK ELECTRS INC COM 08160H101 519 17,400 SH   SOLE   17,400 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 47,875 240,000 SH   SOLE   240,000 0 0
BEST BUY INC COM 086516101 1,512 21,600 SH   SOLE   21,600 0 0
BGC PARTNERS INC CL A 05541T101 2,839 211,100 SH   SOLE   211,100 0 0
BIG LOTS INC COM 089302103 2,412 55,400 SH   SOLE   55,400 0 0
BIO RAD LABS INC CL A 090572207 650 2,600 SH   SOLE   2,600 0 0
BIOGEN INC COM 09062X103 8,269 30,200 SH   SOLE   30,200 0 0
BLUCORA INC COM 095229100 817 33,200 SH   SOLE   33,200 0 0
BOEING CO COM 097023105 656 2,000 SH   SOLE   2,000 0 0
BOISE CASCADE CO DEL COM 09739D100 2,007 52,000 SH   SOLE   52,000 0 0
BOOKING HLDGS INC COM 09857L108 208 100 SH   SOLE   100 0 0
BORGWARNER INC COM 099724106 8,383 166,900 SH   SOLE   166,900 0 0
BRADY CORP CL A 104674106 2,537 68,300 SH   SOLE   68,300 0 0
BRASKEM S A SP ADR PFD A 105532105 1,307 45,100 SH   SOLE   45,100 0 0
BRIDGEPOINT ED INC COM 10807M105 83 12,300 SH   SOLE   12,300 0 0
BRIGGS & STRATTON CORP COM 109043109 1,852 86,500 SH   SOLE   86,500 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 413 26,200 SH   SOLE   26,200 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 677 10,700 SH   SOLE   10,700 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,088 36,200 SH   SOLE   36,200 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,903 44,700 SH   SOLE   44,700 0 0
BRUKER CORP COM 116794108 2,672 89,300 SH   SOLE   89,300 0 0
BRUNSWICK CORP COM 117043109 3,296 55,500 SH   SOLE   55,500 0 0
BUNGE LIMITED COM G16962105 22,633 306,100 SH   SOLE   306,100 0 0
CA INC COM 12673P105 5,311 156,654 SH   SOLE   156,654 0 0
CACI INTL INC CL A 127190304 227 1,500 SH   SOLE   1,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 11,193 304,400 SH   SOLE   304,400 0 0
CALLAWAY GOLF CO COM 131193104 252 15,400 SH   SOLE   15,400 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 526 16,300 SH   SOLE   16,300 0 0
CANADIAN SOLAR INC COM 136635109 2,773 170,463 SH   SOLE   170,463 0 0
CAPELLA EDUCATION COMPANY COM 139594105 533 6,100 SH   SOLE   6,100 0 0
CAPITAL ONE FINL CORP COM 14040H105 393 4,100 SH   SOLE   4,100 0 0
CARE COM INC COM 141633107 610 37,500 SH   SOLE   37,500 0 0
CAREER EDUCATION CORP COM 141665109 506 38,500 SH   SOLE   38,500 0 0
CARS COM INC COM 14575E105 16,670 588,413 SH   SOLE   588,413 0 0
CATALENT INC COM 148806102 2,579 62,800 SH   SOLE   62,800 0 0
CATERPILLAR INC DEL COM 149123101 928 6,300 SH   SOLE   6,300 0 0
CAVIUM INC COM 14964U108 52,891 666,307 SH   SOLE   666,307 0 0
CBRE GROUP INC CL A 12504L109 13,599 288,000 SH   SOLE   288,000 0 0
CBS CORP NEW CL B 124857202 6,475 126,000 SH   SOLE   126,000 0 0
CELESTICA INC SUB VTG SHS 15101Q108 168 16,200 SH   SOLE   16,200 0 0
CENTERPOINT ENERGY INC COM 15189T107 608 22,200 SH   SOLE   22,200 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 1,367 34,500 SH   SOLE   34,500 0 0
CENTRAL GARDEN & PET CO COM 153527106 593 13,790 SH   SOLE   13,790 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 24,161 866,312 SH   SOLE   866,312 0 0
CHATHAM LODGING TR COM 16208T102 605 31,600 SH   SOLE   31,600 0 0
CHEMED CORP NEW COM 16359R103 546 2,000 SH   SOLE   2,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 666 220,502 SH   SOLE   220,502 0 0
CHILDRENS PL INC COM 168905107 1,271 9,400 SH   SOLE   9,400 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 20,360 154,583 SH   SOLE   134,838 0 19,745
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 9,049 197,789 SH   SOLE   197,789 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 8,105 91,600 SH   SOLE   91,600 0 0
CHINA YUCHAI INTL LTD COM G21082105 2,440 115,252 SH   SOLE   108,952 0 6,300
CHOICE HOTELS INTL INC COM 169905106 281 3,500 SH   SOLE   3,500 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 10,890 280,249 SH   SOLE   280,249 0 0
CIMPRESS N V SHS EURO N20146101 74,256 480,000 SH   SOLE   480,000 0 0
CISCO SYS INC COM 17275R102 311,056 7,252,413 SH   SOLE   6,884,086 0 368,327
CITIGROUP INC COM NEW 172967424 1,640 24,300 SH   SOLE   24,300 0 0
CITIZENS FINL GROUP INC COM 174610105 6,620 157,700 SH   SOLE   157,700 0 0
CITRIX SYS INC COM 177376100 1,529 16,478 SH   SOLE   16,478 0 0
CLOROX CO DEL COM 189054109 4,859 36,500 SH   SOLE   36,500 0 0
CNA FINL CORP COM 126117100 612 12,400 SH   SOLE   12,400 0 0
CNO FINL GROUP INC COM 12621E103 3,500 161,500 SH   SOLE   161,500 0 0
COCA COLA CO COM 191216100 174,195 4,010,926 SH   SOLE   3,778,314 0 232,612
COCA COLA CO COM 191216100 5,342 123,000 SH Put SOLE   123,000 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 1,448 21,800 SH   SOLE   19,500 0 2,300
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 313,292 3,891,828 SH   SOLE   3,695,917 0 195,911
COLGATE PALMOLIVE CO COM 194162103 42,797 597,056 SH   SOLE   530,256 0 66,800
COLGATE PALMOLIVE CO COM 194162103 11,469 160,000 SH Put SOLE   160,000 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 1,506 142,200 SH   SOLE   142,200 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 1,275 494,239 SH   SOLE   494,239 0 0
COMPANHIA PARANAENSE ENERG C SPON ADR PFD 20441B407 988 125,700 SH   SOLE   125,700 0 0
CONSTELLIUM NV CL A N22035104 4,377 403,400 SH   SOLE   364,500 0 38,900
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 239 29,300 SH   SOLE   28,600 0 700
CONVERGYS CORP COM 212485106 674 29,800 SH   SOLE   29,800 0 0
COOPER STD HLDGS INC COM 21676P103 3,893 31,700 SH   SOLE   31,700 0 0
CORECIVIC INC COM 21871N101 2,194 112,400 SH   SOLE   112,400 0 0
COSAN LTD SHS A G25343107 391 37,600 SH   SOLE   37,600 0 0
COSTCO WHSL CORP NEW COM 22160K105 282,694 1,500,260 SH   SOLE   1,430,969 0 69,291
CREDICORP LTD COM G2519Y108 64,048 282,100 SH   SOLE   263,000 0 19,100
CREDIT ACCEP CORP MICH COM 225310101 30,728 93,000 SH   SOLE   93,000 0 0
CROWN HOLDINGS INC COM 228368106 3,040 59,900 SH   SOLE   59,900 0 0
CSG SYS INTL INC COM 126349109 2,532 55,900 SH   SOLE   55,900 0 0
CULP INC COM 230215105 205 6,700 SH   SOLE   6,700 0 0
CUMMINS INC COM 231021106 14,676 90,540 SH   SOLE   90,540 0 0
CVS HEALTH CORP COM 126650100 13,686 220,000 SH Put SOLE   220,000 0 0
CYTOMX THERAPEUTICS INC COM 23284F105 424 14,900 SH   SOLE   14,900 0 0
D R HORTON INC COM 23331A109 6,348 144,800 SH   SOLE   144,800 0 0
DANA INCORPORATED COM 235825205 7,336 284,800 SH   SOLE   284,800 0 0
DANAHER CORP DEL COM 235851102 17,302 176,711 SH   SOLE   176,711 0 0
DARLING INGREDIENTS INC COM 237266101 261 15,100 SH   SOLE   15,100 0 0
DDR CORP COM 23317H102 614 83,700 SH   SOLE   83,700 0 0
DEERE & CO COM 244199105 10,888 70,100 SH   SOLE   70,100 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 27,152 370,881 SH   SOLE   370,881 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 376 7,900 SH   SOLE   7,900 0 0
DELUXE CORP COM 248019101 3,567 48,198 SH   SOLE   48,198 0 0
DENBURY RES INC COM NEW 247916208 1,404 512,408 SH   SOLE   512,408 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 23,089 170,500 SH   SOLE   140,200 0 30,300
DIAMOND OFFSHORE DRILLING IN COM 25271C102 799 54,500 SH   SOLE   54,500 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 636 60,900 SH   SOLE   60,900 0 0
DIODES INC COM 254543101 746 24,500 SH   SOLE   24,500 0 0
DISNEY WALT CO COM DISNEY 254687106 8,680 86,419 SH   SOLE   86,419 0 0
DISNEY WALT CO COM DISNEY 254687106 14,062 140,000 SH Put SOLE   140,000 0 0
DONNELLEY R R & SONS CO COM 257867200 435 49,800 SH   SOLE   49,800 0 0
DOVER CORP COM 260003108 10,146 103,300 SH   SOLE   103,300 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 74,316 627,779 SH   SOLE   627,779 0 0
DR REDDYS LABS LTD ADR 256135203 1,304 39,900 SH   SOLE   18,400 0 21,500
DRIL-QUIP INC COM 262037104 403 9,000 SH   SOLE   9,000 0 0
DRIVE SHACK INC COM 262077100 88 18,480 SH   SOLE   18,480 0 0
DTE ENERGY CO COM 233331107 616 5,900 SH   SOLE   5,900 0 0
DXC TECHNOLOGY CO COM 23355L106 16,187 161,020 SH   SOLE   161,020 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 3,973 71,700 SH   SOLE   71,700 0 0
EASTMAN CHEM CO COM 277432100 7,792 73,800 SH   SOLE   73,800 0 0
EATON CORP PLC SHS G29183103 831 10,400 SH   SOLE   10,400 0 0
EBAY INC COM 278642103 19,198 477,092 SH   SOLE   477,092 0 0
ECOPETROL S A SPONSORED ADS 279158109 22,195 1,148,200 SH   SOLE   1,090,200 0 58,000
EMCOR GROUP INC COM 29084Q100 2,599 33,350 SH   SOLE   33,350 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 811 15,400 SH   SOLE   15,400 0 0
EMERSON ELEC CO COM 291011104 111,102 1,626,670 SH   SOLE   1,553,756 0 72,914
ENANTA PHARMACEUTICALS INC COM 29251M106 542 6,700 SH   SOLE   6,700 0 0
ENDURANCE INTL GROUP HLDGS I COM 29272B105 297 40,200 SH   SOLE   40,200 0 0
ENOVA INTL INC COM 29357K103 1,788 81,100 SH   SOLE   81,100 0 0
ENSCO PLC SHS CLASS A G3157S106 1,424 324,384 SH   SOLE   324,384 0 0
EPLUS INC COM 294268107 877 11,282 SH   SOLE   11,282 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 841 11,500 SH   SOLE   11,500 0 0
EVERI HLDGS INC COM 30034T103 556 84,600 SH   SOLE   84,600 0 0
EXELIXIS INC COM 30161Q104 583 26,300 SH   SOLE   26,300 0 0
EXELON CORP COM 30161N101 765 19,600 SH   SOLE   19,600 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 14,389 208,300 SH   SOLE   208,300 0 0
EXTERRAN CORP COM 30227H106 1,783 66,778 SH   SOLE   66,778 0 0
FACEBOOK INC CL A 30303M102 120,240 752,487 SH   SOLE   713,611 0 38,876
FEDERAL AGRIC MTG CORP CL C 313148306 1,775 20,400 SH   SOLE   20,400 0 0
FEDERATED INVS INC PA CL B 314211103 4,185 125,300 SH   SOLE   125,300 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 231,457 11,282,521 SH   SOLE   10,042,921 0 1,239,600
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 447 22,900 SH   SOLE   5,600 0 17,300
FIFTH THIRD BANCORP COM 316773100 4,670 147,100 SH   SOLE   147,100 0 0
FIRST AMERN FINL CORP COM 31847R102 4,705 80,176 SH   SOLE   80,176 0 0
FIRST SOLAR INC COM 336433107 6,977 98,300 SH   SOLE   98,300 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 648 18,300 SH   SOLE   18,300 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 2,379 214,700 SH   SOLE   214,700 0 0
FORTIVE CORP COM 34959J108 8,566 110,500 SH   SOLE   110,500 0 0
FRANKLIN RES INC COM 354613101 4,633 133,600 SH   SOLE   133,600 0 0
FREEPORT-MCMORAN INC CL B 35671D857 18,579 1,057,405 SH   SOLE   1,057,405 0 0
GANNETT CO INC COM 36473H104 1,636 163,900 SH   SOLE   163,900 0 0
GAP INC DEL COM 364760108 6,561 210,300 SH   SOLE   210,300 0 0
GARMIN LTD SHS H2906T109 5,528 93,800 SH   SOLE   93,800 0 0
GENERAL DYNAMICS CORP COM 369550108 716 3,240 SH   SOLE   3,240 0 0
GENERAL MTRS CO COM 37045V100 87,503 2,407,900 SH   SOLE   2,407,900 0 0
GEO GROUP INC NEW COM 36162J106 1,746 85,300 SH   SOLE   85,300 0 0
GILEAD SCIENCES INC COM 375558103 701 9,300 SH   SOLE   9,300 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 59,023 1,510,700 SH   SOLE   1,408,800 0 101,900
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 208 51,700 SH   SOLE   51,700 0 0
GRAHAM HLDGS CO COM 384637104 3,011 5,000 SH   SOLE   5,000 0 0
GRAND CANYON ED INC COM 38526M106 3,872 36,900 SH   SOLE   36,900 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 1,673 25,600 SH   SOLE   25,600 0 0
GRUPO AEROPORTUARIO CTR NORT SPON ADR 400501102 709 18,000 SH   SOLE   18,000 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 290 1,700 SH   SOLE   1,700 0 0
GYRODYNE LLC COM 403829104 2,263 113,088 SH   SOLE   113,088 0 0
HALYARD HEALTH INC COM 40650V100 641 13,900 SH   SOLE   13,900 0 0
HANOVER INS GROUP INC COM 410867105 295 2,500 SH   SOLE   2,500 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 4,888 94,875 SH   SOLE   94,875 0 0
HASBRO INC COM 418056107 4,430 52,553 SH   SOLE   52,553 0 0
HAVERTY FURNITURE INC COM 419596101 641 31,800 SH   SOLE   31,800 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,813 48,732 SH   SOLE   48,732 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 209 6,700 SH   SOLE   6,700 0 0
HELEN OF TROY CORP LTD COM G4388N106 252 2,900 SH   SOLE   2,900 0 0
HOME DEPOT INC COM 437076102 856 4,800 SH   SOLE   4,800 0 0
HONEYWELL INTL INC COM 438516106 155,960 1,079,235 SH   SOLE   1,046,535 0 32,700
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 1,323 52,200 SH   SOLE   52,200 0 0
HOST HOTELS & RESORTS INC COM 44107P104 7,874 422,400 SH   SOLE   422,400 0 0
HOULIHAN LOKEY INC CL A 441593100 624 14,000 SH   SOLE   14,000 0 0
HP INC COM 40434L105 37,417 1,707,000 SH   SOLE   1,707,000 0 0
HRG GROUP INC COM 40434J100 48,510 2,941,762 SH   SOLE   2,941,762 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 3,761 78,900 SH   SOLE   78,900 0 0
HUMANA INC COM 444859102 46,135 171,615 SH   SOLE   149,418 0 22,197
HUNTSMAN CORP COM 447011107 9,980 341,200 SH   SOLE   341,200 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 589 8,428 SH   SOLE   8,428 0 0
IAC INTERACTIVECORP COM 44919P508 1,939 12,400 SH   SOLE   12,400 0 0
IAMGOLD CORP COM 450913108 339 65,300 SH   SOLE   50,100 0 15,200
ICF INTL INC COM 44925C103 1,718 29,400 SH   SOLE   29,400 0 0
ICICI BK LTD ADR 45104G104 3,686 416,520 SH   SOLE   183,020 0 233,500
ICON PLC SHS G4705A100 14,708 124,500 SH   SOLE   114,500 0 10,000
ILLINOIS TOOL WKS INC COM 452308109 14,383 91,812 SH   SOLE   91,812 0 0
INFOSYS LTD SPONSORED ADR 456788108 18,317 1,026,157 SH   SOLE   705,057 0 321,100
INFRAREIT INC COM 45685L100 268 13,800 SH   SOLE   13,800 0 0
INGERSOLL-RAND PLC SHS G47791101 5,490 64,200 SH   SOLE   64,200 0 0
INSIGHT ENTERPRISES INC COM 45765U103 2,064 59,102 SH   SOLE   59,102 0 0
INSPERITY INC COM 45778Q107 814 11,700 SH   SOLE   11,700 0 0
INTEL CORP COM 458140100 4,142 79,539 SH   SOLE   79,539 0 0
INTER PARFUMS INC COM 458334109 1,740 36,900 SH   SOLE   36,900 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 73,126 1,087,544 SH   SOLE   1,087,544 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 348 2,266 SH   SOLE   2,266 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 301 2,200 SH   SOLE   2,200 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 2,390 89,400 SH   SOLE   89,400 0 0
INTERXION HOLDING N.V SHS N47279109 40,372 650,000 SH   SOLE   650,000 0 0
INTUIT COM 461202103 13,140 75,800 SH   SOLE   75,800 0 0
INVESCO LTD SHS G491BT108 5,615 175,425 SH   SOLE   175,425 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 31,780 708,100 SH   SOLE   589,600 0 118,500
ISHARES INC MSCI STH KOR ETF 464286772 141,627 1,877,100 SH   SOLE   1,562,900 0 314,200
ISHARES INC MSCI TAIWAN ETF 46434G772 96,791 2,524,536 SH   SOLE   2,101,923 0 422,613
ISHARES TR IBOXX INV CP ETF 464287242 148,839 1,267,900 SH   SOLE   1,267,900 0 0
ISHARES TR MSCI EAFE ETF 464287465 2,246 32,237 SH   SOLE   32,237 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 309,091 6,402,055 SH   SOLE   4,744,977 0 1,657,078
ISHARES TR MSCI INDIA ETF 46429B598 4,782 140,100 SH   SOLE   140,100 0 0
ISRAEL CHEMICALS LTD SHS M5920A109 4,527 1,073,958 SH   SOLE   1,073,958 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 3,462 221,900 SH   SOLE   221,900 0 0
ITT INC COM 45073V108 4,134 84,400 SH   SOLE   84,400 0 0
JOHNSON & JOHNSON COM 478160104 633,292 4,941,803 SH   SOLE   4,711,105 0 230,698
JOHNSON OUTDOORS INC CL A 479167108 1,246 20,100 SH   SOLE   20,100 0 0
JONES LANG LASALLE INC COM 48020Q107 7,901 45,243 SH   SOLE   45,243 0 0
JPMORGAN CHASE & CO COM 46625H100 28,775 261,660 SH   SOLE   261,660 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 3,361 1,158,881 SH   SOLE   1,158,881 0 0
JUNIPER NETWORKS INC COM 48203R104 998 41,000 SH   SOLE   41,000 0 0
JUST ENERGY GROUP INC COM 48213W101 378 85,700 SH   SOLE   85,700 0 0
K12 INC COM 48273U102 580 40,900 SH   SOLE   40,900 0 0
KB HOME COM 48666K109 2,626 92,300 SH   SOLE   92,300 0 0
KELLY SVCS INC CL A 488152208 677 23,300 SH   SOLE   23,300 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 802 15,300 SH   SOLE   15,300 0 0
KLA-TENCOR CORP COM 482480100 7,663 70,300 SH   SOLE   70,300 0 0
KOHLS CORP COM 500255104 5,010 76,475 SH   SOLE   76,475 0 0
KOPPERS HOLDINGS INC COM 50060P106 1,808 44,000 SH   SOLE   44,000 0 0
KRATON CORPORATION COM 50077C106 906 19,000 SH   SOLE   19,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 1,120 44,800 SH   SOLE   44,800 0 0
LA Z BOY INC COM 505336107 1,084 36,200 SH   SOLE   36,200 0 0
LAM RESEARCH CORP COM 512807108 12,291 60,500 SH   SOLE   60,500 0 0
LANDSTAR SYS INC COM 515098101 1,217 11,100 SH   SOLE   11,100 0 0
LANTHEUS HLDGS INC COM 516544103 658 41,400 SH   SOLE   41,400 0 0
LAUDER ESTEE COS INC CL A 518439104 34,226 228,600 SH   SOLE   228,600 0 0
LAUREATE EDUCATION INC CL A 518613203 685 49,800 SH   SOLE   49,800 0 0
LAZARD LTD SHS A G54050102 1,314 25,000 SH   SOLE   25,000 0 0
LEAR CORP COM NEW 521865204 9,636 51,780 SH   SOLE   51,780 0 0
LEGG MASON INC COM 524901105 1,004 24,700 SH   SOLE   24,700 0 0
LEIDOS HLDGS INC COM 525327102 3,702 56,600 SH   SOLE   56,600 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 397 10,100 SH   SOLE   10,100 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 9,919 394,095 SH   SOLE   394,095 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 14,588 750,000 SH   SOLE   750,000 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 26,726 1,400,000 SH   SOLE   1,400,000 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 779 72,500 SH   SOLE   72,500 0 0
LILLY ELI & CO COM 532457108 102,852 1,329,349 SH   SOLE   1,285,549 0 43,800
LINCOLN NATL CORP IND COM 534187109 10,762 147,303 SH   SOLE   147,303 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,044 48,500 SH   SOLE   48,500 0 0
LKQ CORP COM 501889208 7,066 186,200 SH   SOLE   186,200 0 0
LOGITECH INTL S A SHS H50430232 34,853 954,666 SH   SOLE   954,666 0 0
LOUISIANA PAC CORP COM 546347105 1,781 61,900 SH   SOLE   61,900 0 0
LOWES COS INC COM 548661107 226 2,572 SH   SOLE   2,572 0 0
LPL FINL HLDGS INC COM 50212V100 220 3,600 SH   SOLE   3,600 0 0
LUMINEX CORP DEL COM 55027E102 714 33,900 SH   SOLE   33,900 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 4,844 118,300 SH   SOLE   118,300 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 243 2,300 SH   SOLE   2,300 0 0
M D C HLDGS INC COM 552676108 1,649 59,044 SH   SOLE   59,044 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 6,500 176,000 SH   SOLE   176,000 0 0
MAGNA INTL INC COM 559222401 20,168 358,300 SH   SOLE   272,400 0 85,900
MANITOWOC CO INC COM NEW 563571405 794 27,900 SH   SOLE   27,900 0 0
MANPOWERGROUP INC COM 56418H100 6,802 59,100 SH   SOLE   59,100 0 0
MANULIFE FINL CORP COM 56501R106 3,670 197,600 SH   SOLE   75,100 0 122,500
MARATHON OIL CORP COM 565849106 8,235 510,524 SH   SOLE   510,524 0 0
MARATHON PETE CORP COM 56585A102 17,751 242,800 SH   SOLE   242,800 0 0
MARCUS CORP COM 566330106 358 11,800 SH   SOLE   11,800 0 0
MARTEN TRANS LTD COM 573075108 327 14,333 SH   SOLE   14,333 0 0
MASTERCARD INCORPORATED CL A 57636Q104 200,521 1,144,785 SH   SOLE   1,103,647 0 41,138
MCDERMOTT INTL INC COM 580037109 631 103,600 SH   SOLE   103,600 0 0
MCDONALDS CORP COM 580135101 36,906 236,000 SH   SOLE   236,000 0 0
MCKESSON CORP COM 58155Q103 14,439 102,500 SH   SOLE   102,500 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 139 10,700 SH   SOLE   10,700 0 0
MEDIFAST INC COM 58470H101 551 5,900 SH   SOLE   5,900 0 0
MEDPACE HLDGS INC COM 58506Q109 649 18,600 SH   SOLE   18,600 0 0
MEDTRONIC PLC SHS G5960L103 356,715 4,446,710 SH   SOLE   4,256,561 0 190,149
MERCER INTL INC COM 588056101 609 48,900 SH   SOLE   48,900 0 0
MERCK & CO INC COM 58933Y105 151,145 2,774,838 SH   SOLE   2,656,135 0 118,703
MERITOR INC COM 59001K100 3,047 148,200 SH   SOLE   148,200 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 4,083 7,100 SH   SOLE   7,100 0 0
MGIC INVT CORP WIS COM 552848103 165 12,700 SH   SOLE   12,700 0 0
MICHAELS COS INC COM 59408Q106 1,650 83,700 SH   SOLE   83,700 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,152 34,500 SH   SOLE   34,500 0 0
MICRON TECHNOLOGY INC COM 595112103 36,232 694,900 SH   SOLE   694,900 0 0
MICROSOFT CORP COM 594918104 711,698 7,797,719 SH   SOLE   7,392,734 0 404,985
MILLER HERMAN INC COM 600544100 3,387 106,000 SH   SOLE   106,000 0 0
MITEL NETWORKS CORP COM 60671Q104 802 86,400 SH   SOLE   86,400 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 160,819 14,119,294 SH   SOLE   14,119,294 0 0
MODINE MFG CO COM 607828100 1,544 73,000 SH   SOLE   73,000 0 0
MONARCH CASINO & RESORT INC COM 609027107 617 14,600 SH   SOLE   14,600 0 0
MONDELEZ INTL INC CL A 609207105 6,846 164,055 SH   SOLE   164,055 0 0
MONDELEZ INTL INC CL A 609207105 14,188 340,000 SH Put SOLE   340,000 0 0
MONSANTO CO NEW COM 61166W101 270,435 2,317,553 SH   SOLE   2,239,341 0 78,212
MOOG INC CL A 615394202 5,398 65,500 SH   SOLE   65,500 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,191 39,800 SH   SOLE   39,800 0 0
MOVADO GROUP INC COM 624580106 1,836 47,800 SH   SOLE   47,800 0 0
MSCI INC COM 55354G100 5,441 36,400 SH   SOLE   36,400 0 0
MURPHY OIL CORP COM 626717102 1,191 46,100 SH   SOLE   46,100 0 0
MYRIAD GENETICS INC COM 62855J104 564 19,100 SH   SOLE   19,100 0 0
NATIONAL BEVERAGE CORP COM 635017106 7,122 80,000 SH   SOLE   80,000 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 114 12,100 SH   SOLE   12,100 0 0
NETAPP INC COM 64110D104 7,687 124,600 SH   SOLE   124,600 0 0
NETEASE INC SPONSORED ADR 64110W102 34,572 123,300 SH   SOLE   123,300 0 0
NETGEAR INC COM 64111Q104 526 9,200 SH   SOLE   9,200 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 25,129 286,700 SH   SOLE   254,900 0 31,800
NEW SR INVT GROUP INC COM 648691103 191 23,400 SH   SOLE   23,400 0 0
NEW YORK TIMES CO CL A 650111107 1,969 81,700 SH   SOLE   81,700 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 1,245 153,700 SH   SOLE   153,700 0 0
NEWS CORP NEW CL A 65249B109 5,221 330,435 SH   SOLE   330,435 0 0
NEWS CORP NEW CL B 65249B208 2,241 139,206 SH   SOLE   139,206 0 0
NIKE INC CL B 654106103 206 3,100 SH   SOLE   3,100 0 0
NISOURCE INC COM 65473P105 691 28,900 SH   SOLE   28,900 0 0
NOBLE CORP PLC SHS USD G65431101 895 241,300 SH   SOLE   241,300 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 12,926 821,200 SH   SOLE   737,200 0 84,000
NOVO-NORDISK A S ADR 670100205 32,357 657,000 SH   SOLE   535,000 0 122,000
NRG ENERGY INC COM NEW 629377508 925 30,300 SH   SOLE   30,300 0 0
NUTRI SYS INC NEW COM 67069D108 367 13,600 SH   SOLE   13,600 0 0
NUTRIEN LTD COM 67077M108 2,586 54,733 SH   SOLE   54,733 0 0
NVR INC COM 62944T105 3,220 1,150 SH   SOLE   1,150 0 0
NXP SEMICONDUCTORS N V COM N6596X109 58,528 500,240 SH   SOLE   500,240 0 0
NXSTAGE MEDICAL INC COM 67072V103 35,381 1,423,205 SH   SOLE   1,423,205 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,230 213,800 SH   SOLE   213,800 0 0
ORACLE CORP COM 68389X105 698,393 15,265,421 SH   SOLE   14,523,193 0 742,228
ORTHOFIX INTL N V COM N6748L102 699 11,900 SH   SOLE   11,900 0 0
OSHKOSH CORP COM 688239201 5,579 72,200 SH   SOLE   72,200 0 0
OWENS CORNING NEW COM 690742101 8,008 99,600 SH   SOLE   99,600 0 0
OWENS ILL INC COM NEW 690768403 5,066 233,900 SH   SOLE   233,900 0 0
OXFORD INDS INC COM 691497309 723 9,700 SH   SOLE   9,700 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 5,905 223,500 SH   SOLE   223,500 0 0
PARK HOTELS RESORTS INC COM 700517105 367 13,600 SH   SOLE   13,600 0 0
PARKER HANNIFIN CORP COM 701094104 12,251 71,630 SH   SOLE   71,630 0 0
PENN NATL GAMING INC COM 707569109 2,413 91,900 SH   SOLE   91,900 0 0
PENN VA CORP NEW COM 70788V102 2,203 62,861 SH   SOLE   62,861 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 213 4,800 SH   SOLE   4,800 0 0
PEPSICO INC COM 713448108 83,223 762,469 SH   SOLE   733,580 0 28,889
PEPSICO INC COM 713448108 4,475 41,000 SH Put SOLE   41,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 576 19,300 SH   SOLE   19,300 0 0
PERKINELMER INC COM 714046109 666 8,800 SH   SOLE   8,800 0 0
PFIZER INC COM 717081103 151,972 4,282,113 SH   SOLE   4,171,513 0 110,600
PG&E CORP COM 69331C108 1,072 24,400 SH   SOLE   24,400 0 0
PHILIP MORRIS INTL INC COM 718172109 175,417 1,764,756 SH   SOLE   1,626,339 0 138,417
PHILLIPS 66 COM 718546104 23,328 243,200 SH   SOLE   243,200 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 802 45,600 SH   SOLE   45,600 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 2,116 86,000 SH   SOLE   86,000 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 5,034 166,949 SH   SOLE   166,949 0 0
PINNACLE FOODS INC DEL COM 72348P104 8,372 154,748 SH   SOLE   154,748 0 0
PINNACLE FOODS INC DEL COM 72348P104 21,640 400,000 SH Put SOLE   400,000 0 0
PLY GEM HLDGS INC COM 72941W100 302 14,000 SH   SOLE   14,000 0 0
POPULAR INC COM NEW 733174700 4,270 102,600 SH   SOLE   102,600 0 0
POTLATCHDELTIC CORPORATION COM 737630103 2,315 44,480 SH   SOLE   44,480 0 0
PRA HEALTH SCIENCES INC COM 69354M108 680 8,200 SH   SOLE   8,200 0 0
PREFERRED APT CMNTYS INC COM 74039L103 1,151 81,100 SH   SOLE   81,100 0 0
PRICE T ROWE GROUP INC COM 74144T108 8,606 79,705 SH   SOLE   79,705 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 12,037 197,625 SH   SOLE   197,625 0 0
PROCTER AND GAMBLE CO COM 742718109 801 10,100 SH   SOLE   10,100 0 0
PROGRESS SOFTWARE CORP COM 743312100 2,049 53,300 SH   SOLE   53,300 0 0
PROGRESSIVE CORP OHIO COM 743315103 28,067 460,650 SH   SOLE   460,650 0 0
PRUDENTIAL FINL INC COM 744320102 10,883 105,100 SH   SOLE   105,100 0 0
PULTE GROUP INC COM 745867101 4,412 149,600 SH   SOLE   149,600 0 0
PVH CORP COM 693656100 17,611 116,300 SH   SOLE   116,300 0 0
QIWI PLC SPON ADR REP B 74735M108 17,153 897,600 SH   SOLE   897,600 0 0
QUAD / GRAPHICS INC COM CL A 747301109 870 34,300 SH   SOLE   34,300 0 0
QUALCOMM INC COM 747525103 308,701 5,571,214 SH   SOLE   5,336,958 0 234,256
QUALCOMM INC COM 747525103 6,095 110,000 SH Put SOLE   110,000 0 0
QUALITY SYS INC COM 747582104 272 19,900 SH   SOLE   19,900 0 0
QUEST DIAGNOSTICS INC COM 74834L100 231 2,300 SH   SOLE   2,300 0 0
RADIAN GROUP INC COM 750236101 234 12,300 SH   SOLE   12,300 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 10,041 112,300 SH   SOLE   112,300 0 0
RAYTHEON CO COM NEW 755111507 1,252 5,800 SH   SOLE   5,800 0 0
REALOGY HLDGS CORP COM 75605Y106 2,046 75,000 SH   SOLE   75,000 0 0
RED HAT INC COM 756577102 3,992 26,700 SH   SOLE   26,700 0 0
REGIONAL MGMT CORP COM 75902K106 835 26,212 SH   SOLE   26,212 0 0
REGIONS FINL CORP NEW COM 7591EP100 7,491 403,200 SH   SOLE   403,200 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 354 2,300 SH   SOLE   2,300 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 3,905 45,540 SH   SOLE   45,540 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,260 98,400 SH   SOLE   98,400 0 0
RENREN INC SPON ADR A NEW 759892201 85 10,100 SH   SOLE   10,100 0 0
RESOLUTE FST PRODS INC COM 76117W109 475 57,200 SH   SOLE   57,200 0 0
RETAIL PPTYS AMER INC CL A 76131V202 230 19,700 SH   SOLE   19,700 0 0
REXNORD CORP NEW COM 76169B102 668 22,500 SH   SOLE   22,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 504 2,894 SH   SOLE   2,894 0 0
ROCKWELL COLLINS INC COM 774341101 102,513 760,200 SH   SOLE   760,200 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 1,437 124,500 SH   SOLE   124,500 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 87,536 1,134,000 SH   SOLE   873,300 0 260,700
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 259 2,200 SH   SOLE   2,200 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 1,193 18,200 SH   SOLE   18,200 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 778 28,100 SH   SOLE   28,100 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,641 34,100 SH   SOLE   34,100 0 0
SANOFI SPONSORED ADR 80105N105 18,745 467,700 SH   SOLE   467,700 0 0
SCHLUMBERGER LTD COM 806857108 113,302 1,749,032 SH   SOLE   1,673,669 0 75,363
SCHOLASTIC CORP COM 807066105 1,464 37,700 SH   SOLE   37,700 0 0
SEACOR HOLDINGS INC COM 811904101 1,477 28,900 SH   SOLE   28,900 0 0
SEADRILL LIMITED SHS G7945E105 3 14,103 SH   SOLE   14,103 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 4,922 84,100 SH   SOLE   84,100 0 0
SEI INVESTMENTS CO COM 784117103 5,438 72,600 SH   SOLE   72,600 0 0
SELECT MED HLDGS CORP COM 81619Q105 668 38,700 SH   SOLE   38,700 0 0
SERVICE CORP INTL COM 817565104 4,650 123,200 SH   SOLE   123,200 0 0
SHAKE SHACK INC CL A 819047101 37,467 900,000 SH   SOLE   900,000 0 0
SHILOH INDS INC COM 824543102 124 14,200 SH   SOLE   14,200 0 0
SILICON LABORATORIES INC COM 826919102 746 8,300 SH   SOLE   8,300 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 3,590 74,600 SH   SOLE   74,600 0 0
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 496 57,300 SH   SOLE   57,300 0 0
SINA CORP ORD G81477104 17,559 168,400 SH   SOLE   150,100 0 18,300
SK TELECOM LTD SPONSORED ADR 78440P108 27,486 1,137,209 SH   SOLE   1,107,509 0 29,700
SKYWEST INC COM 830879102 685 12,600 SH   SOLE   12,600 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 17,768 361,512 SH   SOLE   361,512 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 2,048 22,300 SH   SOLE   21,600 0 700
SOLAREDGE TECHNOLOGIES INC COM 83417M104 15,899 302,255 SH   SOLE   302,255 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 661 34,900 SH   SOLE   34,900 0 0
SPEEDWAY MOTORSPORTS INC COM 847788106 294 16,500 SH   SOLE   16,500 0 0
SPX CORP COM 784635104 2,267 69,792 SH   SOLE   69,792 0 0
STANLEY BLACK & DECKER INC COM 854502101 7,568 49,400 SH   SOLE   49,400 0 0
STATE STR CORP COM 857477103 17,081 171,275 SH   SOLE   171,275 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 111,706 5,011,500 SH   SOLE   4,407,200 0 604,300
STONERIDGE INC COM 86183P102 679 24,600 SH   SOLE   24,600 0 0
STRYKER CORP COM 863667101 142,797 887,377 SH   SOLE   831,277 0 56,100
SUMMIT HOTEL PPTYS INC COM 866082100 430 31,600 SH   SOLE   31,600 0 0
SUN LIFE FINL INC COM 866796105 8,048 196,100 SH   SOLE   158,100 0 38,000
SUNSTONE HOTEL INVS INC NEW COM 867892101 324 21,300 SH   SOLE   21,300 0 0
SYKES ENTERPRISES INC COM 871237103 1,157 39,986 SH   SOLE   39,986 0 0
SYNNEX CORP COM 87162W100 710 6,000 SH   SOLE   6,000 0 0
SYNOPSYS INC COM 871607107 12,861 154,500 SH   SOLE   154,500 0 0
SYSTEMAX INC COM 871851101 343 12,000 SH   SOLE   12,000 0 0
T MOBILE US INC COM 872590104 5,545 90,842 SH   SOLE   90,842 0 0
T MOBILE US INC COM 872590104 13,429 220,000 SH Put SOLE   220,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 218,101 4,984,027 SH   SOLE   4,984,027 0 0
TAL ED GROUP SPONSORED ADS 874080104 7,787 209,954 SH   SOLE   182,482 0 27,472
TATA MTRS LTD SPONSORED ADR 876568502 894 34,800 SH   SOLE   34,800 0 0
TCF FINL CORP COM 872275102 3,027 132,700 SH   SOLE   132,700 0 0
TE CONNECTIVITY LTD REG SHS H84989104 18,621 186,400 SH   SOLE   186,400 0 0
TECH DATA CORP COM 878237106 2,787 32,738 SH   SOLE   32,738 0 0
TEGNA INC COM 87901J105 809 71,000 SH   SOLE   71,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 5,334 28,500 SH   SOLE   28,500 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 4,891 174,500 SH   SOLE   174,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 4,204 173,361 SH   SOLE   173,361 0 0
TENNECO INC COM 880349105 4,143 75,500 SH   SOLE   75,500 0 0
TERADATA CORP DEL COM 88076W103 70,390 1,774,383 SH   SOLE   1,683,483 0 90,900
TEXAS INSTRS INC COM 882508104 234,951 2,261,537 SH   SOLE   2,165,035 0 96,502
TEXTRON INC COM 883203101 6,434 109,100 SH   SOLE   109,100 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 743 3,600 SH   SOLE   3,600 0 0
THOR INDS INC COM 885160101 346 3,000 SH   SOLE   3,000 0 0
TIER REIT INC COM NEW 88650V208 787 42,600 SH   SOLE   42,600 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 1,573 72,600 SH   SOLE   66,900 0 5,700
TIME WARNER INC COM NEW 887317303 49,219 520,400 SH   SOLE   520,400 0 0
TIMKEN CO COM 887389104 985 21,600 SH   SOLE   21,600 0 0
TIVO CORP COM 88870P106 562 41,500 SH   SOLE   41,500 0 0
TJX COS INC NEW COM 872540109 289,869 3,554,055 SH   SOLE   3,384,025 0 170,030
TORONTO DOMINION BK ONT COM NEW 891160509 6,380 112,500 SH   SOLE   112,500 0 0
TOTAL SYS SVCS INC COM 891906109 207 2,400 SH   SOLE   2,400 0 0
TOWER INTL INC COM 891826109 1,092 39,365 SH   SOLE   39,365 0 0
TPG SPECIALTY LENDING INC COM 87265K102 593 33,200 SH   SOLE   33,200 0 0
TRANSOCEAN LTD REG SHS H8817H100 519 52,400 SH   SOLE   52,400 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 837 51,200 SH   SOLE   51,200 0 0
TRIBUNE MEDIA CO CL A 896047503 35,424 874,462 SH   SOLE   874,462 0 0
TRIMBLE INC COM 896239100 244 6,800 SH   SOLE   6,800 0 0
TRINSEO S A SHS L9340P101 5,258 71,000 SH   SOLE   71,000 0 0
TRIPLE-S MGMT CORP CL B 896749108 559 21,400 SH   SOLE   21,400 0 0
TRUSTCO BK CORP N Y COM 898349105 354 41,900 SH   SOLE   41,900 0 0
TTEC HLDGS INC COM 89854H102 362 11,800 SH   SOLE   11,800 0 0
TUPPERWARE BRANDS CORP COM 899896104 464 9,600 SH   SOLE   9,600 0 0
TURQUOISE HILL RES LTD COM 900435108 40 13,100 SH   SOLE   13,100 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 18,418 502,000 SH   SOLE   502,000 0 0
TWITTER INC COM 90184L102 2,712 93,498 SH   SOLE   93,498 0 0
TWITTER INC COM 90184L102 16,246 560,000 SH Put SOLE   560,000 0 0
TYSON FOODS INC CL A 902494103 7,056 96,406 SH   SOLE   96,406 0 0
UNILEVER N V N Y SHS NEW 904784709 9,746 172,825 SH   SOLE   172,825 0 0
UNILEVER N V N Y SHS NEW 904784709 10,091 220,000 SH Put SOLE   220,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 578 223,200 SH   SOLE   223,200 0 0
UNITED STATES CELLULAR CORP COM 911684108 1,555 38,700 SH   SOLE   38,700 0 0
UNITED TECHNOLOGIES CORP COM 913017109 227,626 1,809,143 SH   SOLE   1,737,630 0 71,513
UNITED TECHNOLOGIES CORP COM 913017109 23,101 183,600 SH Put SOLE   183,600 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 674 6,000 SH   SOLE   6,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 591,870 2,765,749 SH   SOLE   2,630,574 0 135,175
UNIVERSAL CORP VA COM 913456109 2,216 45,700 SH   SOLE   45,700 0 0
UNIVERSAL FST PRODS INC COM 913543104 620 19,100 SH   SOLE   19,100 0 0
UNUM GROUP COM 91529Y106 5,577 117,148 SH   SOLE   117,148 0 0
US BANCORP DEL COM NEW 902973304 296,835 5,877,922 SH   SOLE   5,583,519 0 294,403
US FOODS HLDG CORP COM 912008109 3,572 109,000 SH   SOLE   109,000 0 0
V F CORP COM 918204108 99,596 1,343,712 SH   SOLE   1,295,438 0 48,274
VALE S A ADR 91912E105 630 49,495 SH   SOLE   49,495 0 0
VALERO ENERGY CORP NEW COM 91913Y100 8,830 95,186 SH   SOLE   95,186 0 0
VECTRUS INC COM 92242T101 354 9,500 SH   SOLE   9,500 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 1,421 80,900 SH   SOLE   37,100 0 43,800
VEON LTD SPONSORED ADR 91822M106 2,421 917,200 SH   SOLE   917,200 0 0
VERINT SYS INC COM 92343X100 656 15,400 SH   SOLE   15,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 569 11,900 SH   SOLE   11,900 0 0
VIACOM INC NEW CL B 92553P201 12,797 412,000 SH   SOLE   412,000 0 0
VIAD CORP COM NEW 92552R406 635 12,100 SH   SOLE   12,100 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 31,545 1,898,000 SH   SOLE   1,651,000 0 247,000
VISA INC COM CL A 92826C839 954 7,977 SH   SOLE   7,977 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,975 106,200 SH   SOLE   106,200 0 0
VISTEON CORP COM NEW 92839U206 2,954 26,800 SH   SOLE   26,800 0 0
VMWARE INC CL A COM 928563402 9,411 77,600 SH   SOLE   77,600 0 0
VONAGE HLDGS CORP COM 92886T201 200 18,800 SH   SOLE   18,800 0 0
WABCO HLDGS INC COM 92927K102 228 1,700 SH   SOLE   1,700 0 0
WALMART INC COM 931142103 15,961 179,400 SH   SOLE   179,400 0 0
WAYFAIR INC CL A 94419L101 109,399 1,620,000 SH   SOLE   1,620,000 0 0
WEB COM GROUP INC COM 94733A104 514 28,400 SH   SOLE   28,400 0 0
WEIBO CORP SPONSORED ADR 948596101 50,047 418,660 SH   SOLE   363,860 0 54,800
WELLCARE HEALTH PLANS INC COM 94946T106 349 1,800 SH   SOLE   1,800 0 0
WELLS FARGO CO NEW COM 949746101 282,802 5,395,963 SH   SOLE   5,125,408 0 270,555
WESTERN DIGITAL CORP COM 958102105 12,438 134,800 SH   SOLE   134,800 0 0
WILEY JOHN & SONS INC CL A 968223206 1,854 29,100 SH   SOLE   29,100 0 0
WILLIAMS COS INC DEL COM 969457100 8,903 358,136 SH   SOLE   358,136 0 0
WILLIAMS COS INC DEL COM 969457100 9,944 400,000 SH Put SOLE   400,000 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 180 34,900 SH   SOLE   34,900 0 0
WOLVERINE WORLD WIDE INC COM 978097103 3,835 132,700 SH   SOLE   132,700 0 0
WORKIVA INC COM CL A 98139A105 732 30,900 SH   SOLE   30,900 0 0
XENIA HOTELS & RESORTS INC COM 984017103 4,904 248,700 SH   SOLE   248,700 0 0
XEROX CORP COM NEW 984121608 4,417 153,475 SH   SOLE   153,475 0 0
XL GROUP LTD COM G98294104 14,622 264,604 SH   SOLE   264,604 0 0
YANDEX N V SHS CLASS A N97284108 42,855 1,086,300 SH   SOLE   791,800 0 294,500