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
10X GENOMICS INC CL A COM 88025U109 7,560 150,000 SH   SOLE   150,000 0 0
ABBOTT LABS COM 002824100 179,592 2,146,432 SH   SOLE   2,146,432 0 0
ABBVIE INC COM 00287Y109 78,534 1,037,161 SH   SOLE   1,037,161 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 6,780 3,000,000 SH   SOLE   3,000,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 148,725 773,200 SH   SOLE   773,200 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 756 700,000 SH   SOLE   700,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 80,794 1,526,725 SH   SOLE   1,526,725 0 0
ADOBE INC COM 00724F101 158,769 574,728 SH   SOLE   574,728 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 170,695 1,032,015 SH   SOLE   1,032,015 0 0
ADVANCED MICRO DEVICES INC COM 007903107 37,105 1,279,923 SH   SOLE   1,279,923 0 0
ADVAXIS INC COM NEW 007624307 44 166,666 SH   SOLE   166,666 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 5,450 1,000,000 SH   SOLE   1,000,000 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 11,293 1,468,591 SH   SOLE   1,468,591 0 0
AERCAP HOLDINGS NV SHS N00985106 11,925 217,808 SH   SOLE   217,808 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 7,498 390,100 SH   SOLE   390,100 0 0
AES CORP COM 00130H105 13,108 802,233 SH   SOLE   802,233 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 1,844 22,125 SH   SOLE   22,125 0 0
AFLAC INC COM 001055102 42,064 803,974 SH   SOLE   803,974 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 29,275 382,032 SH   SOLE   382,032 0 0
AIR PRODS & CHEMS INC COM 009158106 34,435 155,209 SH   SOLE   155,209 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 18,230 199,500 SH   SOLE   199,500 0 0
AKERO THERAPEUTICS INC COM 00973Y108 11,944 525,000 SH   SOLE   525,000 0 0
ALASKA AIR GROUP INC COM 011659109 13,057 201,150 SH   SOLE   201,150 0 0
ALCOA CORP COM 013872106 12,042 600,000 SH   SOLE   600,000 0 0
ALDEYRA THERAPEUTICS INC COM 01438T106 7,477 1,418,822 SH   SOLE   1,418,822 0 0
ALECTOR INC COM 014442107 2,524 175,000 SH   SOLE   175,000 0 0
ALERUS FINL CORP COM 01446U103 3,924 180,000 SH   SOLE   180,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 21,073 136,800 SH   SOLE   136,800 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 55,528 566,962 SH   SOLE   566,962 0 0
ALIGN TECHNOLOGY INC COM 016255101 21,113 116,700 SH   SOLE   116,700 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 1,354 343,574 SH   SOLE   343,574 0 0
ALLERGAN PLC SHS G0177J108 1,072,293 6,371,699 SH   SOLE   6,371,699 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,336 49,450 SH   SOLE   49,450 0 0
ALLSTATE CORP COM 020002101 38,050 350,113 SH   SOLE   350,113 0 0
ALLY FINL INC COM 02005N100 78,912 2,379,746 SH   SOLE   2,379,746 0 0
ALPHABET INC CAP STK CL A 02079K305 443,954 363,557 SH   SOLE   363,557 0 0
ALPHABET INC CAP STK CL C 02079K107 497,792 408,361 SH   SOLE   408,361 0 0
ALTABA INC COM 021346101 3,896 200,000 SH   SOLE   200,000 0 0
ALTICE USA INC CL A 02156K103 48,756 1,700,000 SH   SOLE   1,700,000 0 0
ALTRA INDL MOTION CORP COM 02208R106 5,415 195,536 SH   SOLE   195,536 0 0
ALTRIA GROUP INC COM 02209S103 91,360 2,233,732 SH   SOLE   2,233,732 0 0
ALTUS MIDSTREAM CO CL A 02215L100 1,483 524,100 SH   SOLE   524,100 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 12,798 798,905 SH   SOLE   798,905 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 69,357 4,575,000 SH   SOLE   4,575,000 0 0
AMAZON COM INC COM 023135106 875,737 504,483 SH   SOLE   504,483 0 0
AMCI ACQUISITION CORP *W EXP 05/20/202 00165R119 630 1,800,000 SH   SOLE   1,800,000 0 0
AMCI ACQUISITION CORP CLASS A 00165R101 18,054 1,800,000 SH   SOLE   1,800,000 0 0
AMCOR PLC ORD G0250X107 19,079 1,956,790 SH   SOLE   1,956,790 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 13,795 511,482 SH   SOLE   511,482 0 0
AMERICAN ELEC PWR CO INC COM 025537101 56,731 605,514 SH   SOLE   605,514 0 0
AMERICAN EXPRESS CO COM 025816109 59,143 500,025 SH   SOLE   500,025 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 51,986 933,321 SH   SOLE   933,321 0 0
AMERICAN TOWER CORP NEW COM 03027X100 91,341 413,066 SH   SOLE   413,066 0 0
AMERIPRISE FINL INC COM 03076C106 24,458 166,268 SH   SOLE   166,268 0 0
AMERISOURCEBERGEN CORP COM 03073E105 15,001 182,200 SH   SOLE   182,200 0 0
AMETEK INC NEW COM 031100100 93,226 1,015,312 SH   SOLE   1,015,312 0 0
AMGEN INC COM 031162100 72,034 372,247 SH   SOLE   372,247 0 0
AMPHENOL CORP NEW CL A 032095101 27,465 284,613 SH   SOLE   284,613 0 0
ANALOG DEVICES INC COM 032654105 147,188 1,317,357 SH   SOLE   1,317,357 0 0
ANAPTYSBIO INC COM 032724106 94,330 2,695,922 SH   SOLE   2,695,922 0 0
ANNALY CAP MGMT INC COM 035710409 12,760 1,450,000 SH   SOLE   1,450,000 0 0
ANSYS INC COM 03662Q105 22,446 101,400 SH   SOLE   101,400 0 0
ANTHEM INC COM 036752103 74,813 311,593 SH   SOLE   311,593 0 0
AON PLC SHS CL A G0408V102 56,341 291,063 SH   SOLE   291,063 0 0
APARTMENT INVT & MGMT CO CL A 03748R754 4,442 85,189 SH   SOLE   85,189 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 12,045 500,000 SH   SOLE   500,000 0 0
APPLE INC COM 037833100 1,208,777 5,397,049 SH   SOLE   5,397,049 0 0
APPLIED MATLS INC COM 038222105 30,086 602,932 SH   SOLE   602,932 0 0
APTARGROUP INC COM 038336103 44,419 375,000 SH   SOLE   375,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 27,566 671,192 SH   SOLE   671,192 0 0
ARCONIC INC COM 03965L100 12,454 479,000 SH   SOLE   479,000 0 0
ARDELYX INC COM 039697107 18,800 4,000,000 SH   SOLE   4,000,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 8,696 190,000 SH   SOLE   190,000 0 0
ARISTA NETWORKS INC COM 040413106 16,139 67,550 SH   SOLE   67,550 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 11,977 425,000 SH   SOLE   425,000 0 0
ARYA SCIENCES ACQUISITION CO *W EXP 10/10/202 G3165V125 950 625,000 SH   SOLE   625,000 0 0
ARYA SCIENCES ACQUISITION CO SHS CL A G3165V109 12,888 1,250,000 SH   SOLE   1,250,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 19,264 200,000 SH   SOLE   200,000 0 0
ASSETMARK FINL HLDGS INC COM 04546L106 13,469 517,042 SH   SOLE   517,042 0 0
ASSURANT INC COM 04621X108 63,846 507,440 SH   SOLE   507,440 0 0
ASTEC INDS INC COM 046224101 23,998 771,642 SH   SOLE   771,642 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 22,285 500,000 SH   SOLE   500,000 0 0
AT&T INC COM 00206R102 333,593 8,815,893 SH   SOLE   8,815,893 0 0
ATHENE HLDG LTD CL A G0684D107 16,308 387,724 SH   SOLE   387,724 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,173 46,499 SH   SOLE   46,499 0 0
ATMOS ENERGY CORP COM 049560105 16,152 141,823 SH   SOLE   141,823 0 0
ATRION CORP COM 049904105 7,792 10,000 SH   SOLE   10,000 0 0
AUTODESK INC COM 052769106 35,358 239,389 SH   SOLE   239,389 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 58,322 361,306 SH   SOLE   361,306 0 0
AUTOZONE INC COM 053332102 32,338 29,815 SH   SOLE   29,815 0 0
AVALONBAY CMNTYS INC COM 053484101 39,683 184,289 SH   SOLE   184,289 0 0
AVERY DENNISON CORP COM 053611109 34,278 301,825 SH   SOLE   301,825 0 0
AVROBIO INC COM 05455M100 6,354 450,000 SH   SOLE   450,000 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 6,005 90,000 SH   SOLE   90,000 0 0
AXOVANT GENE THERAPIES LTD COM G0750W203 808 125,000 SH   SOLE   125,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 18,052 778,102 SH   SOLE   778,102 0 0
BALL CORP COM 058498106 25,534 350,697 SH   SOLE   350,697 0 0
BANK AMER CORP COM 060505104 294,704 10,102,986 SH   SOLE   10,102,986 0 0
BANK NEW YORK MELLON CORP COM 064058100 40,576 897,500 SH   SOLE   897,500 0 0
BARRICK GOLD CORPORATION COM 067901108 138,640 8,000,000 SH   SOLE   8,000,000 0 0
BAXTER INTL INC COM 071813109 69,573 795,397 SH   SOLE   795,397 0 0
BB&T CORP COM 054937107 17,142 321,200 SH   SOLE   321,200 0 0
BEACON ROOFING SUPPLY INC COM 073685109 94,559 2,820,122 SH   SOLE   2,820,122 0 0
BECTON DICKINSON & CO COM 075887109 70,359 278,143 SH   SOLE   278,143 0 0
BELLUS HEALTH INC NEW COM NEW 07987C204 8,307 1,300,000 SH   SOLE   1,300,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 466,936 2,244,669 SH   SOLE   2,244,669 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,607 40,925 SH   SOLE   40,925 0 0
BERRY PETE CORP COM 08579X101 5,803 620,000 SH   SOLE   620,000 0 0
BEST BUY INC COM 086516101 19,110 277,000 SH   SOLE   277,000 0 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 8,210 1,950,000 SH   SOLE   1,950,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 65,709 1,575,000 SH   SOLE   1,575,000 0 0
BLACKROCK INC COM 09247X101 66,258 148,680 SH   SOLE   148,680 0 0
BLOCK H & R INC COM 093671105 5,563 235,500 SH   SOLE   235,500 0 0
BLUELINX HLDGS INC COM NEW 09624H208 28,312 875,704 SH   SOLE   875,704 0 0
BOEING CO COM 097023105 262,793 690,705 SH   SOLE   690,705 0 0
BOOKING HLDGS INC COM 09857L108 101,467 51,700 SH   SOLE   51,700 0 0
BORGWARNER INC COM 099724106 9,159 249,700 SH   SOLE   249,700 0 0
BOSTON PROPERTIES INC COM 101121101 35,483 273,664 SH   SOLE   273,664 0 0
BOSTON SCIENTIFIC CORP COM 101137107 64,759 1,591,516 SH   SOLE   1,591,516 0 0
BP PLC SPONSORED ADR 055622104 10,067 265,000 SH   SOLE   265,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 10,879 546,672 SH   SOLE   546,672 0 0
BROADCOM INC COM 11135F101 115,984 420,126 SH   SOLE   420,126 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 17,470 140,400 SH   SOLE   140,400 0 0
BROWN FORMAN CORP CL B 115637209 13,889 221,232 SH   SOLE   221,232 0 0
BRUNSWICK CORP COM 117043109 44,454 852,924 SH   SOLE   852,924 0 0
BUNGE LIMITED COM G16962105 100,790 1,780,118 SH   SOLE   1,780,118 0 0
BURLINGTON STORES INC COM 122017106 424,065 2,122,234 SH   SOLE   2,122,234 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 13,616 160,600 SH   SOLE   160,600 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 61,791 437,579 SH   SOLE   437,579 0 0
CABOT OIL & GAS CORP COM 127097103 7,214 410,600 SH   SOLE   410,600 0 0
CACI INTL INC CL A 127190304 29,224 126,367 SH   SOLE   126,367 0 0
CACTUS INC CL A 127203107 10,129 350,000 SH   SOLE   350,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 11,837 179,127 SH   SOLE   179,127 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 4,017 1,300,000 SH   SOLE   1,300,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 7,660 69,000 SH   SOLE   69,000 0 0
CAMECO CORP COM 13321L108 119,137 12,540,722 SH   SOLE   12,540,722 0 0
CAMPBELL SOUP CO COM 134429109 9,616 204,946 SH   SOLE   204,946 0 0
CAPITAL ONE FINL CORP COM 14040H105 86,457 950,282 SH   SOLE   950,282 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 5,624 169,600 SH   SOLE   169,600 0 0
CARA THERAPEUTICS INC COM 140755109 9,268 507,000 SH   SOLE   507,000 0 0
CARDINAL HEALTH INC COM 14149Y108 16,922 358,600 SH   SOLE   358,600 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 21,103 482,800 SH   SOLE   482,800 0 0
CATERPILLAR INC DEL COM 149123101 87,959 696,374 SH   SOLE   696,374 0 0
CATHAY GEN BANCORP COM 149150104 4,863 140,000 SH   SOLE   140,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 15,363 133,700 SH   SOLE   133,700 0 0
CBRE GROUP INC CL A 12504L109 21,395 403,600 SH   SOLE   403,600 0 0
CBS CORP NEW CL B 124857202 16,057 397,735 SH   SOLE   397,735 0 0
CDW CORP COM 12514G108 35,542 288,400 SH   SOLE   288,400 0 0
CELGENE CORP COM 151020104 1,476,098 14,865,040 SH   SOLE   14,865,040 0 0
CELLECTIS S A SPONSORED ADS 15117K103 5,980 575,000 SH   SOLE   575,000 0 0
CENOVUS ENERGY INC COM 15135U109 15,946 1,700,000 SH   SOLE   1,700,000 0 0
CENTENE CORP DEL COM 15135B101 21,547 498,072 SH   SOLE   498,072 0 0
CENTERPOINT ENERGY INC COM 15189T107 183,685 6,086,300 SH   SOLE   6,086,300 0 0
CENTURY ALUM CO COM 156431108 1,991 300,000 SH   SOLE   300,000 0 0
CENTURYLINK INC COM 156700106 14,512 1,162,809 SH   SOLE   1,162,809 0 0
CERNER CORP COM 156782104 26,342 386,420 SH   SOLE   386,420 0 0
CF INDS HLDGS INC COM 125269100 13,094 266,142 SH   SOLE   266,142 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 99,428 241,261 SH   SOLE   241,261 0 0
CHEVRON CORP NEW COM 166764100 185,774 1,566,393 SH   SOLE   1,566,393 0 0
CHEWY INC CL A 16679L109 3,687 150,000 SH   SOLE   150,000 0 0
CHIASMA INC COM 16706W102 11,880 2,400,000 SH   SOLE   2,400,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 24,794 29,500 SH   SOLE   29,500 0 0
CHUBB LIMITED COM H1467J104 81,580 505,324 SH   SOLE   505,324 0 0
CHURCH & DWIGHT INC COM 171340102 22,043 292,974 SH   SOLE   292,974 0 0
CIGNA CORP NEW COM 125523100 69,428 457,398 SH   SOLE   457,398 0 0
CIMAREX ENERGY CO COM 171798101 114,584 2,390,155 SH   SOLE   2,390,155 0 0
CINCINNATI FINL CORP COM 172062101 782 6,700 SH   SOLE   6,700 0 0
CINTAS CORP COM 172908105 27,561 102,800 SH   SOLE   102,800 0 0
CISCO SYS INC COM 17275R102 234,679 4,749,621 SH   SOLE   4,749,621 0 0
CITIGROUP INC COM NEW 172967424 205,871 2,980,188 SH   SOLE   2,980,188 0 0
CITIZENS FINL GROUP INC COM 174610105 46,346 1,310,306 SH   SOLE   1,310,306 0 0
CITRIX SYS INC COM 177376100 14,546 150,700 SH   SOLE   150,700 0 0
CLARIVATE ANALYTICS PLC COM G21810109 5,905 350,000 SH   SOLE   350,000 0 0
CLOROX CO DEL COM 189054109 23,578 155,253 SH   SOLE   155,253 0 0
CLOUDFLARE INC CL A COM 18915M107 650 35,000 SH   SOLE   35,000 0 0
CME GROUP INC COM 12572Q105 88,093 416,831 SH   SOLE   416,831 0 0
COCA COLA CO COM 191216100 254,555 4,675,882 SH   SOLE   4,675,882 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 19,598 325,200 SH   SOLE   325,200 0 0
COHERENT INC COM 192479103 8,024 52,200 SH   SOLE   52,200 0 0
COHERUS BIOSCIENCES INC COM 19249H103 10,130 500,000 SH   SOLE   500,000 0 0
COLGATE PALMOLIVE CO COM 194162103 76,224 1,036,920 SH   SOLE   1,036,920 0 0
COMCAST CORP NEW CL A 20030N101 248,599 5,514,611 SH   SOLE   5,514,611 0 0
COMERICA INC COM 200340107 15,686 237,700 SH   SOLE   237,700 0 0
COMMSCOPE HLDG CO INC COM 20337X109 97,220 8,266,981 SH   SOLE   8,266,981 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 601 18,499 SH   SOLE   18,499 0 0
CONAGRA BRANDS INC COM 205887102 17,790 579,845 SH   SOLE   579,845 0 0
CONCHO RES INC COM 20605P101 16,248 239,300 SH   SOLE   239,300 0 0
CONMED CORP COM 207410101 13,942 145,000 SH   SOLE   145,000 0 0
CONOCOPHILLIPS COM 20825C104 81,204 1,425,138 SH   SOLE   1,425,138 0 0
CONSOLIDATED EDISON INC COM 209115104 52,314 553,759 SH   SOLE   553,759 0 0
CONSTELLATION BRANDS INC CL A 21036P108 41,988 202,567 SH   SOLE   202,567 0 0
CONTRAFECT CORP COM 212326102 1,031 2,880,000 SH   SOLE   2,880,000 0 0
COOPER COS INC COM NEW 216648402 17,879 60,199 SH   SOLE   60,199 0 0
COPART INC COM 217204106 19,496 242,700 SH   SOLE   242,700 0 0
CORNING INC COM 219350105 27,129 951,221 SH   SOLE   951,221 0 0
CORTEVA INC COM 22052L104 23,946 855,220 SH   SOLE   855,220 0 0
COSTCO WHSL CORP NEW COM 22160K105 16,900 58,659 SH   SOLE   58,659 0 0
COTY INC COM CL A 222070203 3,708 352,844 SH   SOLE   352,844 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,458 25,000 SH   SOLE   25,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 70,246 505,329 SH   SOLE   505,329 0 0
CROWN HOLDINGS INC COM 228368106 77,418 1,171,931 SH   SOLE   1,171,931 0 0
CSX CORP COM 126408103 67,314 971,768 SH   SOLE   971,768 0 0
CUBIC CORP COM 229669106 989 14,036 SH   SOLE   14,036 0 0
CVS HEALTH CORP COM 126650100 99,195 1,572,774 SH   SOLE   1,572,774 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 2,273 187,500 SH   SOLE   187,500 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 7,680 1,500,000 SH   SOLE   1,500,000 0 0
D R HORTON INC COM 23331A109 21,574 409,300 SH   SOLE   409,300 0 0
DANAHER CORPORATION COM 235851102 112,225 777,023 SH   SOLE   777,023 0 0
DARDEN RESTAURANTS INC COM 237194105 17,599 148,864 SH   SOLE   148,864 0 0
DATADOG INC CL A COM 23804L103 8,478 250,000 SH   SOLE   250,000 0 0
DAVITA INC COM 23918K108 1,980 34,700 SH   SOLE   34,700 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 430 50,000 SH   SOLE   50,000 0 0
DEERE & CO COM 244199105 159,668 946,574 SH   SOLE   946,574 0 0
DELL TECHNOLOGIES INC CL C 24703L202 9,076 175,000 SH   SOLE   175,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 41,494 720,383 SH   SOLE   720,383 0 0
DENTSPLY SIRONA INC COM 24906P109 25,173 472,200 SH   SOLE   472,200 0 0
DIAMONDBACK ENERGY INC COM 25278X109 28,038 311,840 SH   SOLE   311,840 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 36,618 2,550,000 SH   SOLE   2,550,000 0 0
DIGITAL RLTY TR INC COM 253868103 6,491 50,000 SH   SOLE   50,000 0 0
DISCOVERY INC COM SER A 25470F104 30,338 1,139,236 SH   SOLE   1,139,236 0 0
DISCOVERY INC COM SER C 25470F302 10,747 436,507 SH   SOLE   436,507 0 0
DISH NETWORK CORP CL A 25470M109 9,844 288,939 SH   SOLE   288,939 0 0
DISNEY WALT CO COM DISNEY 254687106 332,148 2,548,710 SH   SOLE   2,548,710 0 0
DOLLAR GEN CORP NEW COM 256677105 35,154 221,177 SH   SOLE   221,177 0 0
DOLLAR TREE INC COM 256746108 56,851 497,998 SH   SOLE   497,998 0 0
DOMINION ENERGY INC COM 25746U109 80,855 997,715 SH   SOLE   997,715 0 0
DOVER CORP COM 260003108 144,533 1,451,713 SH   SOLE   1,451,713 0 0
DOW INC COM 260557103 33,541 703,899 SH   SOLE   703,899 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 103,682 1,081,600 SH   SOLE   1,081,600 0 0
DUKE REALTY CORP COM NEW 264411505 14,373 423,100 SH   SOLE   423,100 0 0
DUPONT DE NEMOURS INC COM 26614N102 100,187 1,404,955 SH   SOLE   1,404,955 0 0
DXC TECHNOLOGY CO COM 23355L106 7,932 268,876 SH   SOLE   268,876 0 0
DYNATRACE INC COM 268150109 747 40,000 SH   SOLE   40,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 12,685 290,341 SH   SOLE   290,341 0 0
EAGLE MATERIALS INC COM 26969P108 35,889 398,720 SH   SOLE   398,720 0 0
EAST WEST BANCORP INC COM 27579R104 37,580 848,496 SH   SOLE   848,496 0 0
EBAY INC COM 278642103 16,750 429,700 SH   SOLE   429,700 0 0
ECOLAB INC COM 278865100 52,061 262,880 SH   SOLE   262,880 0 0
EDISON INTL COM 281020107 156,533 2,075,484 SH   SOLE   2,075,484 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 50,105 227,841 SH   SOLE   227,841 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 22,806 2,225,000 SH   SOLE   2,225,000 0 0
ELECTRONIC ARTS INC COM 285512109 35,235 360,200 SH   SOLE   360,200 0 0
ELEMENT SOLUTIONS INC COM 28618M106 17,815 1,750,000 SH   SOLE   1,750,000 0 0
EMBRAER S A SPONSORED ADS 29082A107 1,348 78,117 SH   SOLE   78,117 0 0
EMERSON ELEC CO COM 291011104 20,767 310,601 SH   SOLE   310,601 0 0
ENCANA CORP COM 292505104 32,371 7,037,218 SH   SOLE   7,037,218 0 0
ENTERGY CORP NEW COM 29364G103 159,011 1,354,900 SH   SOLE   1,354,900 0 0
ENVISTA HLDGS CORP COM 29415F104 12,546 450,000 SH   SOLE   450,000 0 0
EOG RES INC COM 26875P101 75,155 1,012,600 SH   SOLE   1,012,600 0 0
EPAM SYS INC COM 29414B104 7,293 40,000 SH   SOLE   40,000 0 0
EQUIFAX INC COM 294429105 20,228 143,800 SH   SOLE   143,800 0 0
EQUINIX INC COM 29444U700 59,440 103,052 SH   SOLE   103,052 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 29,216 338,698 SH   SOLE   338,698 0 0
ESSEX PPTY TR INC COM 297178105 25,903 79,300 SH   SOLE   79,300 0 0
EVEREST RE GROUP LTD COM G3223R108 1,942 7,299 SH   SOLE   7,299 0 0
EVERGY INC COM 30034W106 142,137 2,135,470 SH   SOLE   2,135,470 0 0
EVERQUOTE INC COM CL A 30041R108 5,693 266,772 SH   SOLE   266,772 0 0
EVERSOURCE ENERGY COM 30040W108 33,624 393,400 SH   SOLE   393,400 0 0
EXELON CORP COM 30161N101 112,446 2,327,600 SH   SOLE   2,327,600 0 0
EXPEDIA GROUP INC COM NEW 30212P303 22,446 167,000 SH   SOLE   167,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 15,341 206,500 SH   SOLE   206,500 0 0
EXTRA SPACE STORAGE INC COM 30225T102 18,247 156,200 SH   SOLE   156,200 0 0
EXXON MOBIL CORP COM 30231G102 158,053 2,238,392 SH   SOLE   2,238,392 0 0
F M C CORP COM NEW 302491303 7,772 88,638 SH   SOLE   88,638 0 0
F5 NETWORKS INC COM 315616102 10,068 71,700 SH   SOLE   71,700 0 0
FACEBOOK INC CL A 30303M102 477,296 2,680,235 SH   SOLE   2,680,235 0 0
FARMER BROS CO COM 307675108 11,263 869,699 SH   SOLE   869,699 0 0
FASTENAL CO COM 311900104 6,746 206,486 SH   SOLE   206,486 0 0
FASTLY INC CL A 31188V100 600 25,000 SH   SOLE   25,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 11,531 84,700 SH   SOLE   84,700 0 0
FEDEX CORP COM 31428X106 42,143 289,504 SH   SOLE   289,504 0 0
FERROGLOBE PLC SHS G33856108 16,093 14,241,392 SH   SOLE   14,241,392 0 0
FIBROGEN INC COM 31572Q808 55,470 1,500,000 SH   SOLE   1,500,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 191,284 1,440,823 SH   SOLE   1,440,823 0 0
FIFTH THIRD BANCORP COM 316773100 43,696 1,595,900 SH   SOLE   1,595,900 0 0
FIRST HAWAIIAN INC COM 32051X108 12,624 472,824 SH   SOLE   472,824 0 0
FIRSTENERGY CORP COM 337932107 77,809 1,613,293 SH   SOLE   1,613,293 0 0
FISERV INC COM 337738108 55,774 538,410 SH   SOLE   538,410 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 4,844 1,250,000 SH   SOLE   1,250,000 0 0
FIVE9 INC COM 338307101 5,374 100,000 SH   SOLE   100,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 55,176 192,398 SH   SOLE   192,398 0 0
FLOWSERVE CORP COM 34354P105 8,826 188,953 SH   SOLE   188,953 0 0
FORD MTR CO DEL COM 345370860 43,503 4,749,200 SH   SOLE   4,749,200 0 0
FORTINET INC COM 34959E109 13,204 172,018 SH   SOLE   172,018 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 50,899 930,515 SH   SOLE   930,515 0 0
FOX CORP CL B COM 35137L204 5,967 189,190 SH   SOLE   189,190 0 0
FRANKLIN RES INC COM 354613101 7,339 254,300 SH   SOLE   254,300 0 0
FRANKS INTL N V COM N33462107 3,709 780,846 SH   SOLE   780,846 0 0
FREEPORT-MCMORAN INC CL B 35671D857 24,333 2,542,600 SH   SOLE   2,542,600 0 0
FTS INTERNATIONAL INC COM 30283W104 146 65,000 SH   SOLE   65,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 56,107 626,400 SH   SOLE   626,400 0 0
GAP INC COM 364760108 4,435 255,466 SH   SOLE   255,466 0 0
GARMIN LTD SHS H2906T109 12,343 145,744 SH   SOLE   145,744 0 0
GARRETT MOTION INC COM 366505105 278 27,919 SH   SOLE   27,919 0 0
GARTNER INC COM 366651107 15,765 110,250 SH   SOLE   110,250 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 41,872 4,158,093 SH   SOLE   4,158,093 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 18,624 967,459 SH   SOLE   967,459 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 33,754 842,171 SH   SOLE   842,171 0 0
GENERAL DYNAMICS CORP COM 369550108 113,080 618,835 SH   SOLE   618,835 0 0
GENERAL ELECTRIC CO COM 369604103 96,157 10,755,860 SH   SOLE   10,755,860 0 0
GENERAL MLS INC COM 370334104 40,436 733,596 SH   SOLE   733,596 0 0
GENERAL MTRS CO COM 37045V100 74,768 1,994,886 SH   SOLE   1,994,886 0 0
GENESEE & WYO INC CL A 371559105 11,051 100,000 SH   SOLE   100,000 0 0
GENPACT LIMITED SHS G3922B107 19,375 500,000 SH   SOLE   500,000 0 0
GENTEX CORP COM 371901109 103,338 3,752,970 SH   SOLE   3,752,970 0 0
GENUINE PARTS CO COM 372460105 6,609 66,363 SH   SOLE   66,363 0 0
GILEAD SCIENCES INC COM 375558103 85,020 1,341,425 SH   SOLE   1,341,425 0 0
GLOBAL PMTS INC COM 37940X102 46,579 292,952 SH   SOLE   292,952 0 0
GLOBE LIFE INC COM 37959E102 9,796 102,300 SH   SOLE   102,300 0 0
GLU MOBILE INC COM 379890106 9,980 2,000,000 SH   SOLE   2,000,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 93,026 448,900 SH   SOLE   448,900 0 0
GOODRICH PETE CORP COM PAR 382410843 193 18,201 SH   SOLE   18,201 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 50,538 3,508,346 SH   SOLE   3,508,346 0 0
GRACE W R & CO DEL NEW COM 38388F108 46,732 700,000 SH   SOLE   700,000 0 0
GRACO INC COM 384109104 10,110 219,589 SH   SOLE   219,589 0 0
GREENSKY INC CL A 39572G100 5,485 801,256 SH   SOLE   801,256 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 8,756 252,475 SH   SOLE   252,475 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 28,755 2,700,000 SH   SOLE   2,700,000 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 5,752 50,000 SH   SOLE   50,000 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 5,814 201,452 SH   SOLE   201,452 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 11,633 750,000 SH   SOLE   750,000 0 0
HANESBRANDS INC COM 410345102 36,955 2,412,199 SH   SOLE   2,412,199 0 0
HARSCO CORP COM 415864107 51,084 2,694,321 SH   SOLE   2,694,321 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 26,772 441,717 SH   SOLE   441,717 0 0
HASBRO INC COM 418056107 16,613 139,972 SH   SOLE   139,972 0 0
HCA HEALTHCARE INC COM 40412C101 38,534 320,000 SH   SOLE   320,000 0 0
HCP INC COM 40414L109 21,262 596,743 SH   SOLE   596,743 0 0
HEALTH SCIENCES ACQUSTN CORP UNIT 04/01/2024 42227C201 10,945 1,020,000 SH   SOLE   1,020,000 0 0
HENRY JACK & ASSOC INC COM 426281101 27,530 188,598 SH   SOLE   188,598 0 0
HENRY SCHEIN INC COM 806407102 4,769 75,100 SH   SOLE   75,100 0 0
HERSHEY CO COM 427866108 27,632 178,285 SH   SOLE   178,285 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 17,950 1,183,236 SH   SOLE   1,183,236 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 32,886 353,200 SH   SOLE   353,200 0 0
HOLOGIC INC COM 436440101 7,204 142,676 SH   SOLE   142,676 0 0
HOME DEPOT INC COM 437076102 308,727 1,330,605 SH   SOLE   1,330,605 0 0
HONEYWELL INTL INC COM 438516106 127,410 753,013 SH   SOLE   753,013 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 40,845 1,500,000 SH   SOLE   1,500,000 0 0
HORMEL FOODS CORP COM 440452100 14,236 325,546 SH   SOLE   325,546 0 0
HOST HOTELS & RESORTS INC COM 44107P104 15,022 868,833 SH   SOLE   868,833 0 0
HP INC COM 40434L105 28,854 1,525,036 SH   SOLE   1,525,036 0 0
HUDSON PAC PPTYS INC COM 444097109 5,701 170,375 SH   SOLE   170,375 0 0
HUMANA INC COM 444859102 41,574 162,610 SH   SOLE   162,610 0 0
HUNT J B TRANS SVCS INC COM 445658107 11,685 105,600 SH   SOLE   105,600 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,606 182,600 SH   SOLE   182,600 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 79,606 375,871 SH   SOLE   375,871 0 0
IDEX CORP COM 45167R104 7,637 46,600 SH   SOLE   46,600 0 0
IDEXX LABS INC COM 45168D104 28,449 104,619 SH   SOLE   104,619 0 0
IHS MARKIT LTD SHS G47567105 32,641 488,057 SH   SOLE   488,057 0 0
ILLUMINA INC COM 452327109 54,347 178,645 SH   SOLE   178,645 0 0
INCYTE CORP COM 45337C102 9,349 125,952 SH   SOLE   125,952 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 2,974 2,478,693 SH   SOLE   2,478,693 0 0
INGERSOLL-RAND PLC SHS G47791101 37,557 304,819 SH   SOLE   304,819 0 0
INGEVITY CORP COM 45688C107 15,918 187,628 SH   SOLE   187,628 0 0
INPHI CORP COM 45772F107 22,413 367,123 SH   SOLE   367,123 0 0
INSULET CORP COM 45784P101 12,370 75,000 SH   SOLE   75,000 0 0
INTEC PHARMA LTD JERUSALEM SHS M53644106 1,064 1,460,000 SH   SOLE   1,460,000 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 9,011 150,000 SH   SOLE   150,000 0 0
INTEL CORP COM 458140100 264,399 5,130,980 SH   SOLE   5,130,980 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 63,278 685,790 SH   SOLE   685,790 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 157,198 1,080,990 SH   SOLE   1,080,990 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 15,913 129,700 SH   SOLE   129,700 0 0
INTERSECT ENT INC COM 46071F103 15,309 900,000 SH   SOLE   900,000 0 0
INTL PAPER CO COM 460146103 20,307 485,592 SH   SOLE   485,592 0 0
INTUIT COM 461202103 84,702 318,500 SH   SOLE   318,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 97,034 179,715 SH   SOLE   179,715 0 0
INVESCO LTD SHS G491BT108 7,899 466,269 SH   SOLE   466,269 0 0
IPG PHOTONICS CORP COM 44980X109 1,776 13,100 SH   SOLE   13,100 0 0
IQVIA HLDGS INC COM 46266C105 32,953 220,600 SH   SOLE   220,600 0 0
IRON MTN INC NEW COM 46284V101 9,541 294,552 SH   SOLE   294,552 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 5,795 675,000 SH   SOLE   675,000 0 0
ISHARES TR NASDAQ BIOTECH 464287556 8,955 90,000 SH   SOLE   90,000 0 0
ITT INC COM 45073V108 124,169 2,029,229 SH   SOLE   2,029,229 0 0
JABIL INC COM 466313103 37,652 1,052,600 SH   SOLE   1,052,600 0 0
JACOBS ENGR GROUP INC COM 469814107 12,926 141,269 SH   SOLE   141,269 0 0
JAGGED PEAK ENERGY INC COM 47009K107 13,633 1,877,775 SH   SOLE   1,877,775 0 0
JETBLUE AWYS CORP COM 477143101 5,967 356,221 SH   SOLE   356,221 0 0
JOHNSON & JOHNSON COM 478160104 338,724 2,618,055 SH   SOLE   2,618,055 0 0
JPMORGAN CHASE & CO COM 46625H100 430,793 3,660,407 SH   SOLE   3,660,407 0 0
JUNIPER NETWORKS INC COM 48203R104 8,168 330,000 SH   SOLE   330,000 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 8,120 700,000 SH   SOLE   700,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 15,762 118,500 SH   SOLE   118,500 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 16,354 1,700,000 SH   SOLE   1,700,000 0 0
KEARNY FINL CORP MD COM 48716P108 1,073 82,300 SH   SOLE   82,300 0 0
KELLOGG CO COM 487836108 19,449 302,237 SH   SOLE   302,237 0 0
KENNAMETAL INC COM 489170100 19,687 640,421 SH   SOLE   640,421 0 0
KEYCORP NEW COM 493267108 70,022 3,925,011 SH   SOLE   3,925,011 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 18,285 188,025 SH   SOLE   188,025 0 0
KILROY RLTY CORP COM 49427F108 7,236 92,899 SH   SOLE   92,899 0 0
KIMBERLY CLARK CORP COM 494368103 153,876 1,083,253 SH   SOLE   1,083,253 0 0
KIMCO RLTY CORP COM 49446R109 10,235 490,163 SH   SOLE   490,163 0 0
KINDRED BIOSCIENCES INC COM 494577109 11,303 1,650,000 SH   SOLE   1,650,000 0 0
KLA CORPORATION COM NEW 482480100 59,589 373,714 SH   SOLE   373,714 0 0
KOSMOS ENERGY LTD COM 500688106 9,048 1,450,000 SH   SOLE   1,450,000 0 0
KRAFT HEINZ CO COM 500754106 20,745 742,632 SH   SOLE   742,632 0 0
KROGER CO COM 501044101 24,742 959,722 SH   SOLE   959,722 0 0
KURA ONCOLOGY INC COM 50127T109 759 50,000 SH   SOLE   50,000 0 0
L BRANDS INC COM 501797104 5,413 276,332 SH   SOLE   276,332 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 75,931 363,933 SH   SOLE   363,933 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 19,538 116,300 SH   SOLE   116,300 0 0
LAM RESEARCH CORP COM 512807108 106,398 460,378 SH   SOLE   460,378 0 0
LAMB WESTON HLDGS INC COM 513272104 12,879 177,100 SH   SOLE   177,100 0 0
LEGG MASON INC COM 524901105 1,528 40,000 SH   SOLE   40,000 0 0
LENNAR CORP CL A 526057104 19,236 344,417 SH   SOLE   344,417 0 0
LEO HOLDINGS CORP COM CL A G5463L105 1,428 139,500 SH   SOLE   139,500 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 50,352 1,200,000 SH   SOLE   1,200,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 27,508 661,400 SH   SOLE   661,400 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 4,332 400,000 SH   SOLE   400,000 0 0
LILLY ELI & CO COM 532457108 46,774 418,261 SH   SOLE   418,261 0 0
LINCOLN NATL CORP IND COM 534187109 6,180 102,461 SH   SOLE   102,461 0 0
LINDE PLC SHS G5494J103 130,976 676,109 SH   SOLE   676,109 0 0
LKQ CORP COM 501889208 8,831 280,800 SH   SOLE   280,800 0 0
LOCKHEED MARTIN CORP COM 539830109 333,921 856,076 SH   SOLE   856,076 0 0
LOGICBIO THERAPEUTICS INC COM 54142F102 14,901 1,378,475 SH   SOLE   1,378,475 0 0
LOUISIANA PAC CORP COM 546347105 69,306 2,819,623 SH   SOLE   2,819,623 0 0
LOWES COS INC COM 548661107 103,114 937,743 SH   SOLE   937,743 0 0
LYFT INC CL A COM 55087P104 10,210 250,000 SH   SOLE   250,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 28,354 316,913 SH   SOLE   316,913 0 0
MACERICH CO COM 554382101 3,721 117,800 SH   SOLE   117,800 0 0
MACYS INC COM 55616P104 5,772 371,404 SH   SOLE   371,404 0 0
MAGNA INTL INC COM 559222401 10,666 200,000 SH   SOLE   200,000 0 0
MANITOWOC CO INC COM NEW 563571405 3,128 250,248 SH   SOLE   250,248 0 0
MARATHON PETE CORP COM 56585A102 239,501 3,942,407 SH   SOLE   3,942,407 0 0
MARKETAXESS HLDGS INC COM 57060D108 10,103 30,850 SH   SOLE   30,850 0 0
MARRIOTT INTL INC NEW CL A 571903202 41,617 334,625 SH   SOLE   334,625 0 0
MARSH & MCLENNAN COS INC COM 571748102 51,924 518,979 SH   SOLE   518,979 0 0
MARTIN MARIETTA MATLS INC COM 573284106 93,020 339,364 SH   SOLE   339,364 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 81,804 3,276,083 SH   SOLE   3,276,083 0 0
MASCO CORP COM 574599106 89,754 2,153,400 SH   SOLE   2,153,400 0 0
MASTERCARD INC CL A 57636Q104 366,242 1,348,610 SH   SOLE   1,348,610 0 0
MCCORMICK & CO INC COM NON VTG 579780206 23,166 148,215 SH   SOLE   148,215 0 0
MCDONALDS CORP COM 580135101 198,496 924,486 SH   SOLE   924,486 0 0
MCKESSON CORP COM 58155Q103 31,249 228,660 SH   SOLE   228,660 0 0
MDU RES GROUP INC COM 552690109 84,570 3,000,000 SH   SOLE   3,000,000 0 0
MEDALLIA INC COM 584021109 686 25,000 SH   SOLE   25,000 0 0
MEDTRONIC PLC SHS G5960L103 177,151 1,630,920 SH   SOLE   1,630,920 0 0
MEIRAGTX HOLDINGS PLC COM G59665102 7,576 475,000 SH   SOLE   475,000 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 21,918 200,000 SH   SOLE   200,000 0 0
MERCK & CO INC COM 58933Y105 307,963 3,658,391 SH   SOLE   3,658,391 0 0
METLIFE INC COM 59156R108 47,550 1,008,276 SH   SOLE   1,008,276 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 16,067 22,810 SH   SOLE   22,810 0 0
MGM RESORTS INTERNATIONAL COM 552953101 17,561 633,500 SH   SOLE   633,500 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,143 12,300 SH   SOLE   12,300 0 0
MICRON TECHNOLOGY INC COM 595112103 57,472 1,341,230 SH   SOLE   1,341,230 0 0
MICROSOFT CORP COM 594918104 1,343,621 9,664,255 SH   SOLE   9,664,255 0 0
MID AMER APT CMNTYS INC COM 59522J103 17,844 137,250 SH   SOLE   137,250 0 0
MILESTONE PHARMACEUTICALS IN COM 59935V107 9,325 500,000 SH   SOLE   500,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 12,566 218,536 SH   SOLE   218,536 0 0
MONDELEZ INTL INC CL A 609207105 96,771 1,749,297 SH   SOLE   1,749,297 0 0
MONGODB INC CL A 60937P106 4,217 35,000 SH   SOLE   35,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 27,541 474,361 SH   SOLE   474,361 0 0
MOODYS CORP COM 615369105 37,941 185,232 SH   SOLE   185,232 0 0
MOOG INC CL A 615394202 613 7,553 SH   SOLE   7,553 0 0
MORGAN STANLEY COM NEW 617446448 63,327 1,484,106 SH   SOLE   1,484,106 0 0
MOSAIC CO NEW COM 61945C103 242,087 11,809,132 SH   SOLE   11,809,132 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 55,584 326,176 SH   SOLE   326,176 0 0
MSCI INC COM 55354G100 22,211 102,000 SH   SOLE   102,000 0 0
MYLAN N V SHS EURO N59465109 6,529 330,071 SH   SOLE   330,071 0 0
NABORS INDUSTRIES LTD SHS G6359F103 140 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108 13,579 136,680 SH   SOLE   136,680 0 0
NATIONAL VISION HLDGS INC COM 63845R107 181,049 7,521,773 SH   SOLE   7,521,773 0 0
NETAPP INC COM 64110D104 8,559 163,000 SH   SOLE   163,000 0 0
NETFLIX INC COM 64110L106 114,169 426,607 SH   SOLE   426,607 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 5,587 62,000 SH   SOLE   62,000 0 0
NEVRO CORP COM 64157F103 21,493 250,000 SH   SOLE   250,000 0 0
NEW RELIC INC COM 64829B100 3,687 60,000 SH   SOLE   60,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 29,876 2,380,584 SH   SOLE   2,380,584 0 0
NEWELL BRANDS INC COM 651229106 2,963 158,300 SH   SOLE   158,300 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 37,601 991,600 SH   SOLE   991,600 0 0
NEWS CORP NEW CL A 65249B109 6,493 466,470 SH   SOLE   466,470 0 0
NEWS CORP NEW CL B 65249B208 2,025 141,631 SH   SOLE   141,631 0 0
NEXTERA ENERGY INC COM 65339F101 138,453 594,243 SH   SOLE   594,243 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 9,098 428,163 SH   SOLE   428,163 0 0
NIKE INC CL B 654106103 116,070 1,235,838 SH   SOLE   1,235,838 0 0
NINE ENERGY SVC INC COM 65441V101 10,912 1,768,570 SH   SOLE   1,768,570 0 0
NISOURCE INC COM 65473P105 13,531 452,244 SH   SOLE   452,244 0 0
NOBLE ENERGY INC COM 655044105 197,959 8,813,841 SH   SOLE   8,813,841 0 0
NORFOLK SOUTHERN CORP COM 655844108 57,834 321,906 SH   SOLE   321,906 0 0
NORTHERN TR CORP COM 665859104 24,543 263,000 SH   SOLE   263,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 13,678 264,200 SH   SOLE   264,200 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 76,726 2,415,032 SH   SOLE   2,415,032 0 0
NOVO-NORDISK A S ADR 670100205 56,870 1,100,000 SH   SOLE   1,100,000 0 0
NRG ENERGY INC COM NEW 629377508 37,656 950,920 SH   SOLE   950,920 0 0
NUCOR CORP COM 670346105 18,397 361,359 SH   SOLE   361,359 0 0
NUTRIEN LTD COM 67077M108 19,952 400,000 SH   SOLE   400,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 63,959 2,901,929 SH   SOLE   2,901,929 0 0
NVIDIA CORP COM 67066G104 127,068 729,981 SH   SOLE   729,981 0 0
NVR INC COM 62944T105 15,985 4,300 SH   SOLE   4,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 24,530 224,800 SH   SOLE   224,800 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 37,420 93,900 SH   SOLE   93,900 0 0
OCCIDENTAL PETE CORP COM 674599105 3,221 72,421 SH   SOLE   72,421 0 0
OKTA INC CL A 679295105 4,431 45,000 SH   SOLE   45,000 0 0
OLIN CORP COM PAR $1 680665205 166,676 8,903,632 SH   SOLE   8,903,632 0 0
ONEMAIN HLDGS INC COM 68268W103 25,522 695,800 SH   SOLE   695,800 0 0
ORACLE CORP COM 68389X105 145,359 2,641,442 SH   SOLE   2,641,442 0 0
ORBCOMM INC COM 68555P100 37,902 7,962,551 SH   SOLE   7,962,551 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 39,894 3,358,084 SH   SOLE   3,358,084 0 0
OWENS CORNING NEW COM 690742101 92,363 1,461,443 SH   SOLE   1,461,443 0 0
PACCAR INC COM 693718108 19,457 277,922 SH   SOLE   277,922 0 0
PACKAGING CORP AMER COM 695156109 11,862 111,800 SH   SOLE   111,800 0 0
PARSLEY ENERGY INC CL A 701877102 159,670 9,504,177 SH   SOLE   9,504,177 0 0
PAYCHEX INC COM 704326107 21,301 257,346 SH   SOLE   257,346 0 0
PAYPAL HLDGS INC COM 70450Y103 134,188 1,295,375 SH   SOLE   1,295,375 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 58,445 2,328,500 SH   SOLE   2,328,500 0 0
PENTAIR PLC SHS G7S00T104 37,469 991,252 SH   SOLE   991,252 0 0
PENUMBRA INC COM 70975L107 12,777 95,000 SH   SOLE   95,000 0 0
PEPSICO INC COM 713448108 233,232 1,701,179 SH   SOLE   1,701,179 0 0
PERKINELMER INC COM 714046109 20,804 244,260 SH   SOLE   244,260 0 0
PERRIGO CO PLC SHS G97822103 5,920 105,926 SH   SOLE   105,926 0 0
PERSPECTA INC COM 715347100 7,762 297,168 SH   SOLE   297,168 0 0
PFIZER INC COM 717081103 234,885 6,537,291 SH   SOLE   6,537,291 0 0
PHILIP MORRIS INTL INC COM 718172109 143,398 1,888,554 SH   SOLE   1,888,554 0 0
PHILLIPS 66 COM 718546104 35,349 345,201 SH   SOLE   345,201 0 0
PINNACLE WEST CAP CORP COM 723484101 13,188 135,863 SH   SOLE   135,863 0 0
PINTEREST INC CL A 72352L106 7,935 300,000 SH   SOLE   300,000 0 0
PIONEER NAT RES CO COM 723787107 169,605 1,348,530 SH   SOLE   1,348,530 0 0
PIVOTAL ACQUISITION CORP CL A COM 72583A101 5,090 500,000 SH   SOLE   500,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 112,237 800,777 SH   SOLE   800,777 0 0
PNM RES INC COM 69349H107 31,248 600,000 SH   SOLE   600,000 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 16,092 600,000 SH   SOLE   600,000 0 0
PPG INDS INC COM 693506107 33,910 286,137 SH   SOLE   286,137 0 0
PPL CORP COM 69351T106 27,519 873,900 SH   SOLE   873,900 0 0
PRECISION BIOSCIENCES INC COM 74019P108 7,562 901,276 SH   SOLE   901,276 0 0
PREVAIL THERAPEUTICS INC COM 74140Y101 6,289 512,169 SH   SOLE   512,169 0 0
PRICE T ROWE GROUP INC COM 74144T108 34,278 300,030 SH   SOLE   300,030 0 0
PRINCIPIA BIOPHARMA INC COM 74257L108 11,296 400,000 SH   SOLE   400,000 0 0
PROCTER & GAMBLE CO COM 742718109 378,099 3,039,873 SH   SOLE   3,039,873 0 0
PROGRESSIVE CORP OHIO COM 743315103 54,122 700,604 SH   SOLE   700,604 0 0
PROLOGIS INC COM 74340W103 65,383 767,229 SH   SOLE   767,229 0 0
PROPETRO HLDG CORP COM 74347M108 8,183 900,264 SH   SOLE   900,264 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 21,517 3,735,507 SH   SOLE   3,735,507 0 0
PROSIGHT GLOBAL INC COM 74349J103 6,241 322,350 SH   SOLE   322,350 0 0
PRUDENTIAL FINL INC COM 744320102 34,328 381,637 SH   SOLE   381,637 0 0
PUBLIC STORAGE COM 74460D109 44,294 180,592 SH   SOLE   180,592 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 100,864 1,624,744 SH   SOLE   1,624,744 0 0
PULTE GROUP INC COM 745867101 11,221 307,000 SH   SOLE   307,000 0 0
PURE STORAGE INC CL A 74624M102 8,047 475,000 SH   SOLE   475,000 0 0
PVH CORP COM 693656100 105,117 1,191,400 SH   SOLE   1,191,400 0 0
QORVO INC COM 74736K101 8,302 111,978 SH   SOLE   111,978 0 0
QUALCOMM INC COM 747525103 108,490 1,422,264 SH   SOLE   1,422,264 0 0
QUANTA SVCS INC COM 74762E102 6,473 171,247 SH   SOLE   171,247 0 0
QUEST DIAGNOSTICS INC COM 74834L100 16,986 158,700 SH   SOLE   158,700 0 0
RA PHARMACEUTICALS INC COM 74933V108 14,190 600,000 SH   SOLE   600,000 0 0
RANGE RES CORP COM 75281A109 15,089 3,950,000 SH   SOLE   3,950,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 10,233 124,100 SH   SOLE   124,100 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 7,769 1,794,341 SH   SOLE   1,794,341 0 0
REALTY INCOME CORP COM 756109104 29,223 381,100 SH   SOLE   381,100 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 7,628 95,000 SH   SOLE   95,000 0 0
REDWOOD TR INC COM 758075402 1,641 100,000 SH   SOLE   100,000 0 0
REGALWOOD GLOBAL ENERGY LTD *W EXP 12/05/202 G74760128 400 666,666 SH   SOLE   666,666 0 0
REGALWOOD GLOBAL ENERGY LTD COM CL A G74760102 20,640 1,999,998 SH   SOLE   1,999,998 0 0
REGENCY CTRS CORP COM 758849103 14,002 201,500 SH   SOLE   201,500 0 0
REGIONS FINL CORP NEW COM 7591EP100 20,154 1,273,964 SH   SOLE   1,273,964 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 203 14,180 SH   SOLE   14,180 0 0
RESMED INC COM 761152107 23,599 174,665 SH   SOLE   174,665 0 0
RETROPHIN INC COM 761299106 1,159 100,000 SH   SOLE   100,000 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 540 25,000 SH   SOLE   25,000 0 0
RITE AID CORP COM 767754872 1,051 151,173 SH   SOLE   151,173 0 0
ROBERT HALF INTL INC COM 770323103 6,262 112,500 SH   SOLE   112,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 14,662 88,968 SH   SOLE   88,968 0 0
ROLLINS INC COM 775711104 6,075 178,300 SH   SOLE   178,300 0 0
ROSS STORES INC COM 778296103 48,870 444,875 SH   SOLE   444,875 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 22,424 207,000 SH   SOLE   207,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 7,062 120,000 SH   SOLE   120,000 0 0
S&P GLOBAL INC COM 78409V104 72,909 297,611 SH   SOLE   297,611 0 0
SAGE THERAPEUTICS INC COM 78667J108 2,806 20,000 SH   SOLE   20,000 0 0
SALESFORCE COM INC COM 79466L302 158,033 1,064,623 SH   SOLE   1,064,623 0 0
SANOFI RIGHT 12/31/2020 80105N113 344 614,455 SH   SOLE   614,455 0 0
SAREPTA THERAPEUTICS INC COM 803607100 129,924 1,724,956 SH   SOLE   1,724,956 0 0
SATSUMA PHARMACEUTICALS INC COM 80405P107 9,156 610,000 SH   SOLE   610,000 0 0
SAVARA INC COM 805111101 1,060 400,000 SH   SOLE   400,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,125 25,400 SH   SOLE   25,400 0 0
SCHLUMBERGER LTD COM 806857108 59,082 1,729,067 SH   SOLE   1,729,067 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 47,413 542,797 SH   SOLE   542,797 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 10,645 197,900 SH   SOLE   197,900 0 0
SEALED AIR CORP NEW COM 81211K100 7,803 187,975 SH   SOLE   187,975 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 11,694 1,350,388 SH   SOLE   1,350,388 0 0
SEMPRA ENERGY COM 816851109 93,319 632,200 SH   SOLE   632,200 0 0
SEMTECH CORP COM 816850101 11,159 229,567 SH   SOLE   229,567 0 0
SENTINEL ENERGY SVCS INC *W EXP 11/02/202 81728P113 113 283,334 SH   SOLE   283,334 0 0
SENTINEL ENERGY SVCS INC CL A 81728P105 15,420 1,500,000 SH   SOLE   1,500,000 0 0
SERVICENOW INC COM 81762P102 8,885 35,000 SH   SOLE   35,000 0 0
SHERWIN WILLIAMS CO COM 824348106 175,107 318,452 SH   SOLE   318,452 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 2,384 20,000 SH   SOLE   20,000 0 0
SILK ROAD MEDICAL INC COM 82710M100 3,253 100,000 SH   SOLE   100,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 57,849 371,663 SH   SOLE   371,663 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 18,054 600,000 SH   SOLE   600,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 13,683 172,650 SH   SOLE   172,650 0 0
SL GREEN RLTY CORP COM 78440X101 14,641 179,100 SH   SOLE   179,100 0 0
SMARTSHEET INC COM CL A 83200N103 4,864 135,000 SH   SOLE   135,000 0 0
SMITH A O CORP COM 831865209 11,748 246,233 SH   SOLE   246,233 0 0
SMUCKER J M CO COM NEW 832696405 14,922 135,627 SH   SOLE   135,627 0 0
SNAP INC CL A 83304A106 27,650 1,750,000 SH   SOLE   1,750,000 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 19,263 1,435,367 SH   SOLE   1,435,367 0 0
SOLID BIOSCIENCES INC COM 83422E105 5,087 492,000 SH   SOLE   492,000 0 0
SOUTHWEST AIRLS CO COM 844741108 31,967 591,877 SH   SOLE   591,877 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 106,372 1,168,410 SH   SOLE   1,168,410 0 0
SPARK ENERGY INC CL A COM 846511103 142 13,474 SH   SOLE   13,474 0 0
SPARK THERAPEUTICS INC COM 84652J103 56,669 584,332 SH   SOLE   584,332 0 0
SPARTAN ENERGY ACQUISITON CO *W EXP 08/27/202 846784122 950 1,584,000 SH   SOLE   1,584,000 0 0
SPARTAN ENERGY ACQUISITON CO CL A COM STK 846784106 47,995 4,752,000 SH   SOLE   4,752,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 14,186 172,498 SH   SOLE   172,498 0 0
SPRING BK PHARMACEUTICALS IN COM 849431101 4,902 1,425,000 SH   SOLE   1,425,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 17,658 342,416 SH   SOLE   342,416 0 0
STANLEY BLACK & DECKER INC COM 854502101 25,258 174,904 SH   SOLE   174,904 0 0
STARBUCKS CORP COM 855244109 129,673 1,466,560 SH   SOLE   1,466,560 0 0
STATE STR CORP COM 857477103 32,732 553,000 SH   SOLE   553,000 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 45,804 4,400,000 SH   SOLE   4,400,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 8,351 431,800 SH   SOLE   431,800 0 0
STRYKER CORP COM 863667101 84,313 389,797 SH   SOLE   389,797 0 0
SUMMIT MATLS INC CL A 86614U100 79,664 3,588,484 SH   SOLE   3,588,484 0 0
SUNDIAL GROWERS INC COM 86730L109 4,316 900,000 SH   SOLE   900,000 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 15,050 1,400,000 SH   SOLE   1,400,000 0 0
SUNTRUST BKS INC COM 867914103 45,215 657,200 SH   SOLE   657,200 0 0
SVB FINL GROUP COM 78486Q101 25,450 121,800 SH   SOLE   121,800 0 0
SWITCHBACK ENERGY ACQUISITIO UNIT 99/99/9999 87105M201 24,000 2,400,000 SH   SOLE   2,400,000 0 0
SYMANTEC CORP COM 871503108 16,443 695,859 SH   SOLE   695,859 0 0
SYNCHRONY FINL COM 87165B103 45,733 1,341,538 SH   SOLE   1,341,538 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 9,338 1,250,000 SH   SOLE   1,250,000 0 0
SYNOPSYS INC COM 871607107 22,962 167,300 SH   SOLE   167,300 0 0
SYSCO CORP COM 871829107 49,254 620,324 SH   SOLE   620,324 0 0
T MOBILE US INC COM 872590104 30,275 384,350 SH   SOLE   384,350 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 17,080 136,267 SH   SOLE   136,267 0 0
TARGET CORP COM 87612E106 66,334 620,469 SH   SOLE   620,469 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 19,854 521,522 SH   SOLE   521,522 0 0
TE CONNECTIVITY LTD REG SHS H84989104 26,337 282,650 SH   SOLE   282,650 0 0
TECHNIPFMC PLC COM G87110105 11,966 495,700 SH   SOLE   495,700 0 0
TELEFLEX INC COM 879369106 19,113 56,255 SH   SOLE   56,255 0 0
TEXAS INSTRS INC COM 882508104 107,378 830,844 SH   SOLE   830,844 0 0
TEXTRON INC COM 883203101 62,891 1,284,529 SH   SOLE   1,284,529 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 60,014 1,434,700 SH   SOLE   1,434,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 142,151 488,038 SH   SOLE   488,038 0 0
TIMKEN CO COM 887389104 9,134 209,930 SH   SOLE   209,930 0 0
TORTOISE ACQUISITION CORP *W EXP 03/04/202 89154L118 618 1,012,500 SH   SOLE   1,012,500 0 0
TORTOISE ACQUISITION CORP CL A 89154L100 20,007 2,025,000 SH   SOLE   2,025,000 0 0
TOTAL S A SPONSORED ADS 89151E109 18,200 350,000 SH   SOLE   350,000 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 67,811 504,208 SH   SOLE   504,208 0 0
TRACTOR SUPPLY CO COM 892356106 12,951 143,200 SH   SOLE   143,200 0 0
TRADEWEB MKTS INC CL A 892672106 6,982 188,802 SH   SOLE   188,802 0 0
TRANSDIGM GROUP INC COM 893641100 26,992 51,841 SH   SOLE   51,841 0 0
TRAVELERS COMPANIES INC COM 89417E109 34,183 229,894 SH   SOLE   229,894 0 0
TRIPADVISOR INC COM 896945201 4,630 119,700 SH   SOLE   119,700 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 7,520 200,000 SH   SOLE   200,000 0 0
TWITTER INC COM 90184L102 38,831 942,500 SH   SOLE   942,500 0 0
TWO HBRS INVT CORP COM NEW 90187B408 3,939 300,000 SH   SOLE   300,000 0 0
TYSON FOODS INC CL A 902494103 33,246 385,955 SH   SOLE   385,955 0 0
UDR INC COM 902653104 17,249 355,800 SH   SOLE   355,800 0 0
UNDER ARMOUR INC CL A 904311107 334,509 16,775,800 SH   SOLE   16,775,800 0 0
UNDER ARMOUR INC CL C 904311206 132,047 7,283,341 SH   SOLE   7,283,341 0 0
UNION PACIFIC CORP COM 907818108 138,965 857,914 SH   SOLE   857,914 0 0
UNIQURE NV SHS N90064101 15,744 400,000 SH   SOLE   400,000 0 0
UNITED AIRLINES HLDGS INC COM 910047109 23,783 269,009 SH   SOLE   269,009 0 0
UNITED PARCEL SERVICE INC CL B 911312106 91,709 765,389 SH   SOLE   765,389 0 0
UNITED RENTALS INC COM 911363109 37,481 300,715 SH   SOLE   300,715 0 0
UNITED STATES CELLULAR CORP COM 911684108 11,560 307,620 SH   SOLE   307,620 0 0
UNITED TECHNOLOGIES CORP COM 913017109 363,780 2,664,668 SH   SOLE   2,664,668 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 19,938 250,000 SH   SOLE   250,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 250,071 1,150,706 SH   SOLE   1,150,706 0 0
UNIVAR SOLUTIONS INC COM 91336L107 6,228 300,000 SH   SOLE   300,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 14,839 99,759 SH   SOLE   99,759 0 0
UNUM GROUP COM 91529Y106 950 31,969 SH   SOLE   31,969 0 0
UROVANT SCIENCES LTD SHS G9381B108 9,233 975,000 SH   SOLE   975,000 0 0
US BANCORP DEL COM NEW 902973304 52,053 940,600 SH   SOLE   940,600 0 0
V F CORP COM 918204108 18,469 207,541 SH   SOLE   207,541 0 0
VALE S A SPONSORED ADS 91912E105 23,000 2,000,000 SH   SOLE   2,000,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 44,538 522,500 SH   SOLE   522,500 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 42,736 1,600,000 SH   SOLE   1,600,000 0 0
VAPOTHERM INC COM 922107107 9,128 963,888 SH   SOLE   963,888 0 0
VARIAN MED SYS INC COM 92220P105 4,096 34,395 SH   SOLE   34,395 0 0
VENATOR MATLS PLC SHS G9329Z100 17,225 7,059,275 SH   SOLE   7,059,275 0 0
VENTAS INC COM 92276F100 32,666 447,300 SH   SOLE   447,300 0 0
VERISIGN INC COM 92343E102 23,775 126,040 SH   SOLE   126,040 0 0
VERISK ANALYTICS INC COM 92345Y106 31,422 198,700 SH   SOLE   198,700 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 303,457 5,027,456 SH   SOLE   5,027,456 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 147,819 872,501 SH   SOLE   872,501 0 0
VIACOM INC NEW CL B 92553P201 10,286 428,069 SH   SOLE   428,069 0 0
VIAVI SOLUTIONS INC COM 925550105 11,624 830,000 SH   SOLE   830,000 0 0
VISA INC COM CL A 92826C839 298,272 1,734,040 SH   SOLE   1,734,040 0 0
VISTEON CORP COM NEW 92839U206 4,408 53,400 SH   SOLE   53,400 0 0
VISTRA ENERGY CORP COM 92840M102 177,752 6,649,920 SH   SOLE   6,649,920 0 0
VORNADO RLTY TR SH BEN INT 929042109 9,221 144,821 SH   SOLE   144,821 0 0
VOYA FINL INC COM 929089100 56,291 1,034,000 SH   SOLE   1,034,000 0 0
VULCAN MATLS CO COM 929160109 208,917 1,381,358 SH   SOLE   1,381,358 0 0
WABTEC CORP COM 929740108 13,822 192,346 SH   SOLE   192,346 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 50,985 921,797 SH   SOLE   921,797 0 0
WALMART INC COM 931142103 205,025 1,727,541 SH   SOLE   1,727,541 0 0
WASTE MGMT INC DEL COM 94106L109 76,229 662,865 SH   SOLE   662,865 0 0
WATERS CORP COM 941848103 9,214 41,278 SH   SOLE   41,278 0 0
WAYFAIR INC CL A 94419L101 22,501 200,688 SH   SOLE   200,688 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 15,758 60,800 SH   SOLE   60,800 0 0
WELLS FARGO CO NEW COM 949746101 236,850 4,695,674 SH   SOLE   4,695,674 0 0
WELLTOWER INC COM 95040Q104 44,356 489,306 SH   SOLE   489,306 0 0
WESTERN ALLIANCE BANCORP COM 957638109 9,677 210,000 SH   SOLE   210,000 0 0
WESTERN DIGITAL CORP COM 958102105 21,687 363,637 SH   SOLE   363,637 0 0
WESTERN UN CO COM 959802109 6,138 264,913 SH   SOLE   264,913 0 0
WESTLAKE CHEM CORP COM 960413102 82,215 1,254,801 SH   SOLE   1,254,801 0 0
WESTROCK CO COM 96145D105 3,539 97,100 SH   SOLE   97,100 0 0
WEX INC COM 96208T104 6,062 30,000 SH   SOLE   30,000 0 0
WEYERHAEUSER CO COM 962166104 38,545 1,391,500 SH   SOLE   1,391,500 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 71,548 370,775 SH   SOLE   370,775 0 0
WOODWARD INC COM 980745103 7,168 66,479 SH   SOLE   66,479 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 19,566 275,000 SH   SOLE   275,000 0 0
WPX ENERGY INC COM 98212B103 88,066 8,316,000 SH   SOLE   8,316,000 0 0
WYNN RESORTS LTD COM 983134107 12,351 113,600 SH   SOLE   113,600 0 0
XENON PHARMACEUTICALS INC COM 98420N105 11,713 1,300,000 SH   SOLE   1,300,000 0 0
XILINX INC COM 983919101 23,443 244,450 SH   SOLE   244,450 0 0
YAMANA GOLD INC COM 98462Y100 26,045 8,190,200 SH   SOLE   8,190,200 0 0
YUM BRANDS INC COM 988498101 42,022 370,470 SH   SOLE   370,470 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 34,291 249,809 SH   SOLE   249,809 0 0
ZIONS BANCORPORATION N A COM 989701107 8,854 198,886 SH   SOLE   198,886 0 0
ZOETIS INC CL A 98978V103 75,457 605,639 SH   SOLE   605,639 0 0
ZOGENIX INC COM NEW 98978L204 1,001 25,000 SH   SOLE   25,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,905 25,000 SH   SOLE   25,000 0 0
ZOSANO PHARMA CORP COM NEW 98979H202 1,560 1,000,000 SH   SOLE   1,000,000 0 0