0000950123-19-007486.txt : 20190812 0000950123-19-007486.hdr.sgml : 20190812 20190812060424 ACCESSION NUMBER: 0000950123-19-007486 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190812 DATE AS OF CHANGE: 20190812 EFFECTIVENESS DATE: 20190812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Korea Investment CORP CENTRAL INDEX KEY: 0001441689 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13355 FILM NUMBER: 191014300 BUSINESS ADDRESS: STREET 1: 17F 18F 19F STATE TOWER NAMSAN STREET 2: 100 TOEGYE-RO, JUNG-GU CITY: SEOUL STATE: M5 ZIP: 04631 BUSINESS PHONE: 82-2-2179-1000 MAIL ADDRESS: STREET 1: 17F 18F 19F STATE TOWER NAMSAN STREET 2: 100 TOEGYE-RO, JUNG-GU CITY: SEOUL STATE: M5 ZIP: 04631 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001441689 XXXXXXXX 06-30-2019 06-30-2019 Korea Investment CORP

17F 18F 19F STATE TOWER NAMSAN 100 TOEGYE-RO, JUNG-GU SEOUL M5 04631

13F HOLDINGS REPORT 028-13355 N Jung Sun Kwon 82-2-2179-1071 /s/ Jung Sun Kwon Seoul M5 08-12-2019 0 664 23259549 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AFLAC INC COM 001055102 23790 434049 SH SOLE 434049 0 0 ABBOTT LABS COM 002824100 109476 1301736 SH SOLE 1301736 0 0 ABIOMED INC COM 003654100 3996 15339 SH SOLE 15339 0 0 ADVANCED MICRO DEVICES INC COM 007903107 17013 560176 SH SOLE 560176 0 0 AFFILIATED MANAGERS GROUP IN COM 008252108 4994 54200 SH SOLE 54200 0 0 AGNICO EAGLE MINES LTD COM 008474108 13837 269320 SH SOLE 269320 0 0 AIR PRODS & CHEMS INC COM 009158106 40566 179200 SH SOLE 179200 0 0 ALBEMARLE CORP COM 012653101 4248 60337 SH SOLE 60337 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 38367 271932 SH SOLE 271932 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 25854 197392 SH SOLE 197392 0 0 ALIGN TECHNOLOGY INC COM 016255101 22749 83116 SH SOLE 83116 0 0 ALLEGHANY CORP DEL COM 017175100 5109 7501 SH SOLE 7501 0 0 ALLSTATE CORP COM 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RAYTHEON CO COM NEW 755111507 63746 366611 SH SOLE 366611 0 0 REALTY INCOME CORP COM 756109104 64 932 SH SOLE 932 0 0 RED HAT INC COM 756577102 8320 44310 SH SOLE 44310 0 0 REGENCY CTRS CORP COM 758849103 834 12500 SH SOLE 12500 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 2060 13200 SH SOLE 13200 0 0 REPUBLIC SVCS INC COM 760759100 4917 56752 SH SOLE 56752 0 0 ROBERT HALF INTL INC COM 770323103 14543 255100 SH SOLE 255100 0 0 ROCKWELL AUTOMATION INC COM 773903109 6373 38900 SH SOLE 38900 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 4663 86916 SH SOLE 86916 0 0 ROLLINS INC COM 775711104 3537 98600 SH SOLE 98600 0 0 ROPER TECHNOLOGIES INC COM 776696106 57190 156145 SH SOLE 156145 0 0 ROSS STORES INC COM 778296103 16658 168063 SH SOLE 168063 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 85942 1079123 SH SOLE 1079123 0 0 SEI INVESTMENTS CO COM 784117103 10379 185000 SH SOLE 185000 0 0 SAREPTA THERAPEUTICS INC COM 803607100 5668 37300 SH SOLE 37300 0 0 HENRY SCHEIN INC COM 806407102 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CORP COM 863667101 75407 366800 SH SOLE 366800 0 0 SUN LIFE FINL INC COM 866796105 20019 482393 SH SOLE 482393 0 0 SUNCOR ENERGY INC NEW COM 867224107 55913 1788614 SH SOLE 1788614 0 0 SUNTRUST BKS INC COM 867914103 51473 818983 SH SOLE 818983 0 0 SYMANTEC CORP COM 871503108 5601 257400 SH SOLE 257400 0 0 SYNOPSYS INC COM 871607107 49443 384200 SH SOLE 384200 0 0 SYSCO CORP COM 871829107 65811 930583 SH SOLE 930583 0 0 TJX COS INC NEW COM 872540109 44188 835634 SH SOLE 835634 0 0 T MOBILE US INC COM 872590104 53188 717401 SH SOLE 717401 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3917 34500 SH SOLE 34500 0 0 TAL EDUCATION GROUP SPONSORED ADS 874080104 74814 1963635 SH SOLE 1963635 0 0 TAPESTRY INC COM 876030107 3344 105400 SH SOLE 105400 0 0 TECK RESOURCES LTD CL B 878742204 5757 248954 SH SOLE 248954 0 0 TELECOM ARGENTINA S A SPON ADR REP B 879273209 751 42490 SH SOLE 42490 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 4366 473055 SH SOLE 473055 0 0 TEXAS INSTRS INC COM 882508104 50116 436700 SH SOLE 436700 0 0 TEXTRON INC COM 883203101 15753 296993 SH SOLE 296993 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 127734 434942 SH SOLE 434942 0 0 THOMSON REUTERS CORP COM NEW 884903709 6029 93259 SH SOLE 93259 0 0 TIFFANY & CO NEW COM 886547108 19187 204900 SH SOLE 204900 0 0 TORCHMARK CORP COM 891027104 5863 65535 SH SOLE 65535 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 98794 1687128 SH SOLE 1687128 0 0 TOTAL SYS SVCS INC COM 891906109 77 600 SH SOLE 600 0 0 TRACTOR SUPPLY CO COM 892356106 10318 94839 SH SOLE 94839 0 0 TRANSDIGM GROUP INC COM 893641100 4596 9500 SH SOLE 9500 0 0 TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 458 31684 SH SOLE 31684 0 0 TRIMBLE INC COM 896239100 36 800 SH SOLE 800 0 0 TRIPADVISOR INC COM 896945201 15438 333516 SH SOLE 333516 0 0 II VI INC COM 902104108 1291 35300 SH SOLE 35300 0 0 TYSON FOODS INC CL A 902494103 10561 130800 SH SOLE 130800 0 0 UDR INC COM 902653104 16246 361916 SH SOLE 361916 0 0 UGI CORP NEW COM 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929042109 36 561 SH SOLE 561 0 0 VOYA FINL INC COM 929089100 15313 276910 SH SOLE 276910 0 0 VULCAN MATLS CO COM 929160109 54897 399800 SH SOLE 399800 0 0 WABTEC CORP COM 929740108 34 471 SH SOLE 471 0 0 WALMART INC COM 931142103 144760 1310164 SH SOLE 1310164 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 26099 477394 SH SOLE 477394 0 0 WATERS CORP COM 941848103 17974 83508 SH SOLE 83508 0 0 WELLS FARGO CO NEW COM 949746101 156416 3305488 SH SOLE 3305488 0 0 WESTERN UN CO COM 959802109 32 1600 SH SOLE 1600 0 0 WEYERHAEUSER CO COM 962166104 73 2779 SH SOLE 2779 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 533 21985 SH SOLE 21985 0 0 WHIRLPOOL CORP COM 963320106 4328 30400 SH SOLE 30400 0 0 WILLIAMS COS INC DEL COM 969457100 23619 842349 SH SOLE 842349 0 0 WORLDPAY INC CL A 981558109 77099 629125 SH SOLE 629125 0 0 WYNN RESORTS LTD COM 983134107 6689 53950 SH SOLE 53950 0 0 XPO LOGISTICS INC COM 983793100 318 5500 SH SOLE 5500 0 0 XILINX INC COM 983919101 88501 750521 SH SOLE 750521 0 0 XEROX CORP COM NEW 984121608 3030 85579 SH SOLE 85579 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 1482 81374 SH SOLE 81374 0 0 YUM BRANDS INC COM 988498101 20242 182900 SH SOLE 182900 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 7374 35200 SH SOLE 35200 0 0 ZIONS BANCORPORATION N A COM 989701107 4083 88800 SH SOLE 88800 0 0 KIRKLAND LAKE GOLD LTD COM 49741E100 8000 185300 SH SOLE 185300 0 0 VERISIGN INC COM 92343E102 24723 118200 SH SOLE 118200 0 0 TARGET CORP COM 87612E106 11501 132788 SH SOLE 132788 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 16618 89955 SH SOLE 89955 0 0 FORTINET INC COM 34959E109 12631 164400 SH SOLE 164400 0 0 TRAVELERS COMPANIES INC COM 89417E109 25933 173445 SH SOLE 173445 0 0 AES CORP COM 00130H105 13851 826444 SH SOLE 826444 0 0 AT&T INC COM 00206R102 150304 4485362 SH SOLE 4485362 0 0 ABBVIE INC COM 00287Y109 71817 987580 SH SOLE 987580 0 0 ACTIVISION BLIZZARD INC COM 00507V109 8788 186190 SH SOLE 186190 0 0 ACUITY BRANDS INC COM 00508Y102 414 3000 SH SOLE 3000 0 0 ADOBE INC COM 00724F101 152659 518103 SH SOLE 518103 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 44624 289500 SH SOLE 289500 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 18895 253044 SH SOLE 253044 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 11049 137876 SH SOLE 137876 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 192975 1138829 SH SOLE 1138829 0 0 ALLY FINL INC COM 02005N100 13786 444838 SH SOLE 444838 0 0 ALPHABET INC CAP STK CL C 02079K107 295960 273806 SH SOLE 273806 0 0 ALPHABET INC CAP STK CL A 02079K305 275785 254696 SH SOLE 254696 0 0 ALTRIA GROUP INC COM 02209S103 34620 731158 SH SOLE 731158 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 1647 50500 SH SOLE 50500 0 0 AMERICAN TOWER CORP NEW COM 03027X100 58529 286274 SH SOLE 286274 0 0 AMERIPRISE FINL INC COM 03076C106 8920 61446 SH SOLE 61446 0 0 ANSYS INC COM 03662Q105 34758 169700 SH SOLE 169700 0 0 APARTMENT INVT & MGMT CO CL A 03748R754 1 14 SH SOLE 14 0 0 ARAMARK COM 03852U106 4262 118200 SH SOLE 118200 0 0 ARCONIC INC COM 03965L100 15727 609100 SH SOLE 609100 0 0 AURORA CANNABIS INC COM 05156X108 207 26387 SH SOLE 26387 0 0 AUTOHOME INC SP ADR RP CL A 05278C107 3905 45604 SH SOLE 45604 0 0 BCE INC COM 05534B760 7097 155656 SH SOLE 155656 0 0 BAKER HUGHES A GE CO CL A 05722G100 5734 232800 SH SOLE 232800 0 0 BANCO MACRO SA SPON ADR B 05961W105 1607 22055 SH SOLE 22055 0 0 BAOZUN INC SPONSORED ADR 06684L103 85 1700 SH SOLE 1700 0 0 BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 487 42985 SH SOLE 42985 0 0 BEIGENE LTD SPONSORED ADR 07725L102 3309 26700 SH SOLE 26700 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 2227 26000 SH SOLE 26000 0 0 BIOGEN INC COM 09062X103 44296 189403 SH SOLE 189403 0 0 BLACKBERRY LTD COM 09228F103 154 20592 SH SOLE 20592 0 0 BLACKROCK INC COM 09247X101 53125 113201 SH SOLE 113201 0 0 BOOKING HLDGS INC COM 09857L108 49835 26583 SH SOLE 26583 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1622 12700 SH SOLE 12700 0 0 BROADCOM INC COM 11135F101 103253 358692 SH SOLE 358692 0 0 CBOE GLOBAL MARKETS INC COM 12503M108 4435 42800 SH SOLE 42800 0 0 CBRE GROUP INC CL A 12504L109 22141 431606 SH SOLE 431606 0 0 CDW CORP COM 12514G108 11522 103800 SH SOLE 103800 0 0 CGI INC CL A SUB VTG 12532H104 10934 141914 SH SOLE 141914 0 0 CME GROUP INC COM 12572Q105 70324 362288 SH SOLE 362288 0 0 CAMECO CORP COM 13321L108 4945 460273 SH SOLE 460273 0 0 CANADIAN PAC RY LTD COM 13645T100 19490 82574 SH SOLE 82574 0 0 CAPITAL ONE FINL CORP COM 14040H105 14377 158440 SH SOLE 158440 0 0 CARDINAL HEALTH INC COM 14149Y108 16591 352252 SH SOLE 352252 0 0 CENTENE CORP DEL COM 15135B101 6670 127184 SH SOLE 127184 0 0 CENOVUS ENERGY INC COM 15135U109 10725 1213389 SH SOLE 1213389 0 0 CENTERPOINT ENERGY INC COM 15189T107 10762 375914 SH SOLE 375914 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 39209 99219 SH SOLE 99219 0 0 CHENIERE ENERGY INC COM NEW 16411R208 5264 76900 SH SOLE 76900 0 0 CISCO SYS INC COM 17275R102 252222 4608479 SH SOLE 4608479 0 0 COMCAST CORP NEW CL A 20030N101 188576 4460178 SH SOLE 4460178 0 0 COMMSCOPE HLDG CO INC COM 20337X109 3582 227700 SH SOLE 227700 0 0 CONCHO RES INC COM 20605P101 5510 53400 SH SOLE 53400 0 0 CONOCOPHILLIPS COM 20825C104 95345 1563031 SH SOLE 1563031 0 0 CONSTELLATION BRANDS INC CL A 21036P108 4589 23300 SH SOLE 23300 0 0 CORTEVA INC COM 22052L104 19143 647382 SH SOLE 647382 0 0 COSTCO WHSL CORP NEW COM 22160K105 66377 251181 SH SOLE 251181 0 0 COSTAR GROUP INC COM 22160N109 4045 7300 SH SOLE 7300 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 74008 567766 SH SOLE 567766 0 0 CTRIP COM INTL LTD SPONSORED ADS 22943F100 10488 284157 SH SOLE 284157 0 0 D R HORTON INC COM 23331A109 2372 55000 SH SOLE 55000 0 0 DXC TECHNOLOGY CO COM 23355L106 32384 587200 SH SOLE 587200 0 0 DAVITA INC COM 23918K108 501 8900 SH SOLE 8900 0 0 DELEK US HLDGS INC NEW COM 24665A103 288 7100 SH SOLE 7100 0 0 DELL TECHNOLOGIES INC CL C 24703L202 117 2300 SH SOLE 2300 0 0 DENTSPLY SIRONA INC COM 24906P109 18149 310981 SH SOLE 310981 0 0 DEVON ENERGY CORP NEW COM 25179M103 18100 634625 SH SOLE 634625 0 0 DISCOVERY INC COM SER A 25470F104 58 1900 SH SOLE 1900 0 0 DISCOVERY INC COM SER C 25470F302 17 600 SH SOLE 600 0 0 DOMINION ENERGY INC COM 25746U109 38353 496029 SH SOLE 496029 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 15421 174760 SH SOLE 174760 0 0 DUPONT DE NEMOURS INC COM 26614N102 42428 565179 SH SOLE 565179 0 0 EOG RES INC COM 26875P101 70717 759096 SH SOLE 759096 0 0 EAST WEST BANCORP INC COM 27579R104 641 13700 SH SOLE 13700 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 62 1840 SH SOLE 1840 0 0 ENBRIDGE INC COM 29250N105 43890 1212536 SH SOLE 1212536 0 0 ENTERGY CORP NEW COM 29364G103 31 300 SH SOLE 300 0 0 EQUINIX INC COM 29444U700 63697 126310 SH SOLE 126310 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 2281 18800 SH SOLE 18800 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 15333 201963 SH SOLE 201963 0 0 EVERGY INC COM 30034W106 30 500 SH SOLE 500 0 0 EVERSOURCE ENERGY COM 30040W108 5197 68600 SH SOLE 68600 0 0 EXELON CORP COM 30161N101 76596 1597757 SH SOLE 1597757 0 0 EXPEDIA GROUP INC COM NEW 30212P303 599 4500 SH SOLE 4500 0 0 EXTRA SPACE STORAGE INC COM 30225T102 3443 32448 SH SOLE 32448 0 0 EXXON MOBIL CORP COM 30231G102 225585 2943818 SH SOLE 2943818 0 0 FACEBOOK INC CL A 30303M102 344407 1784494 SH SOLE 1784494 0 0 FANHUA INC SPONSORED ADR 30712A103 5800 173300 SH SOLE 173300 0 0 FEDEX CORP COM 31428X106 35531 216400 SH SOLE 216400 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 12746 103900 SH SOLE 103900 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2736 67900 SH SOLE 67900 0 0 58 COM INC SPON ADR REP A 31680Q104 4856 78107 SH SOLE 78107 0 0 FIRST DATA CORP NEW COM CL A 32008D106 6456 238500 SH SOLE 238500 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 6630 67900 SH SOLE 67900 0 0 FLOWSERVE CORP COM 34354P105 58 1100 SH SOLE 1100 0 0 FORTIVE CORP COM 34959J108 6567 80562 SH SOLE 80562 0 0 FOX CORP CL A COM 35137L105 3569 97412 SH SOLE 97412 0 0 FOX CORP CL B COM 35137L204 4 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SOLE 25360 0 0 IAC INTERACTIVECORP COM 44919P508 43027 197800 SH SOLE 197800 0 0 IDEX CORP COM 45167R104 9046 52551 SH SOLE 52551 0 0 IDEXX LABS INC COM 45168D104 26124 94881 SH SOLE 94881 0 0 INCYTE CORP COM 45337C102 8471 99700 SH SOLE 99700 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 46019 535477 SH SOLE 535477 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 74093 141250 SH SOLE 141250 0 0 IQVIA HLDGS INC COM 46266C105 9297 57781 SH SOLE 57781 0 0 IQIYI INC SPONSORED ADS 46267X108 543 26300 SH SOLE 26300 0 0 IRON MTN INC NEW COM 46284V101 5621 179600 SH SOLE 179600 0 0 JPMORGAN CHASE & CO COM 46625H100 311049 2782189 SH SOLE 2782189 0 0 JD COM INC SPON ADR CL A 47215P106 16681 550709 SH SOLE 550709 0 0 JEFFERIES FINL GROUP INC COM 47233W109 2477 128800 SH SOLE 128800 0 0 JONES LANG LASALLE INC COM 48020Q107 42 300 SH SOLE 300 0 0 JUNIPER NETWORKS INC COM 48203R104 29 1100 SH SOLE 1100 0 0 KKR & CO INC CL A 48251W104 7063 279500 SH SOLE 279500 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 14055 156500 SH SOLE 156500 0 0 KIMCO RLTY CORP COM 49446R109 9562 517400 SH SOLE 517400 0 0 KINDER MORGAN INC DEL COM 49456B101 30743 1472376 SH SOLE 1472376 0 0 KONTOOR BRANDS INC COM 50050N103 198 7068 SH SOLE 7068 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 45819 265000 SH SOLE 265000 0 0 LIVENT CORP COM 53814L108 389 56167 SH SOLE 56167 0 0 M & T BK CORP COM 55261F104 13710 80615 SH SOLE 80615 0 0 MSCI INC COM 55354G100 59044 247265 SH SOLE 247265 0 0 MACYS INC COM 55616P104 3919 182600 SH SOLE 182600 0 0 MANPOWERGROUP INC COM 56418H100 1613 16700 SH SOLE 16700 0 0 MANULIFE FINL CORP COM 56501R106 18775 1030866 SH SOLE 1030866 0 0 MARATHON PETE CORP COM 56585A102 5425 97086 SH SOLE 97086 0 0 MARKETAXESS HLDGS INC COM 57060D108 1382 4300 SH SOLE 4300 0 0 MASTERCARD INC CL A 57636Q104 194605 735665 SH SOLE 735665 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 15601 260800 SH SOLE 260800 0 0 MCKESSON CORP COM 58155Q103 10009 74480 SH SOLE 74480 0 0 MERCK & CO INC COM 58933Y105 274924 3278755 SH SOLE 3278755 0 0 METHANEX CORP COM 59151K108 198 4357 SH SOLE 4357 0 0 METLIFE INC COM 59156R108 24011 483418 SH SOLE 483418 0 0 MID AMER APT CMNTYS INC COM 59522J103 44 373 SH SOLE 373 0 0 MOMO INC ADR 60879B107 11059 308920 SH SOLE 308920 0 0 MONGODB INC CL A 60937P106 304 2000 SH SOLE 2000 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 58890 922600 SH SOLE 922600 0 0 MOSAIC CO NEW COM 61945C103 15433 616600 SH SOLE 616600 0 0 NIO INC SPON ADS 62914V106 371 145500 SH SOLE 145500 0 0 NETAPP INC COM 64110D104 39011 632266 SH SOLE 632266 0 0 NETFLIX INC COM 64110L106 143443 390511 SH SOLE 390511 0 0 NETEASE INC SPONSORED ADR 64110W102 15713 61436 SH SOLE 61436 0 0 NEWS CORP NEW CL A 65249B109 13323 987600 SH SOLE 987600 0 0 NEXTERA ENERGY INC COM 65339F101 74828 365265 SH SOLE 365265 0 0 NISOURCE INC COM 65473P105 10780 374311 SH SOLE 374311 0 0 NOAH HLDGS LTD SPON ADS CL A 65487X102 203 4765 SH SOLE 4765 0 0 NVIDIA CORP COM 67066G104 59658 363256 SH SOLE 363256 0 0 NUTRIEN LTD COM 67077M108 13692 255419 SH SOLE 255419 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 21339 57780 SH SOLE 57780 0 0 ORACLE CORP COM 68389X105 94737 1662933 SH SOLE 1662933 0 0 PPL CORP COM 69351T106 16162 521184 SH SOLE 521184 0 0 PTC INC COM 69370C100 5888 65600 SH SOLE 65600 0 0 PAYPAL HLDGS INC COM 70450Y103 136241 1190294 SH SOLE 1190294 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 5159 206600 SH SOLE 206600 0 0 PRINCIPAL FINL GROUP INC COM 74251V102 8427 145500 SH SOLE 145500 0 0 PROLOGIS INC COM 74340W103 12140 151560 SH SOLE 151560 0 0 PUBLIC STORAGE COM 74460D109 11647 48901 SH SOLE 48901 0 0 QORVO INC COM 74736K101 13179 197853 SH SOLE 197853 0 0 REGENERON PHARMACEUTICALS COM 75886F107 11205 35800 SH SOLE 35800 0 0 REGENXBIO INC COM 75901B107 20675 402471 SH SOLE 402471 0 0 REGIONS FINL CORP NEW COM 7591EP100 16955 1134877 SH SOLE 1134877 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 666 9553 SH SOLE 9553 0 0 S&P GLOBAL INC COM 78409V104 43412 190577 SH SOLE 190577 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 32178 143114 SH SOLE 143114 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 416207 1420500 SH SOLE 1420500 0 0 SABRE CORP COM 78573M104 42 1900 SH SOLE 1900 0 0 SALESFORCE COM INC COM 79466L302 124081 817775 SH SOLE 817775 0 0 SEALED AIR CORP NEW COM 81211K100 23426 547583 SH SOLE 547583 0 0 SERVICENOW INC COM 81762P102 86599 315400 SH SOLE 315400 0 0 SHAW COMMUNICATIONS INC CL B CONV 82028K200 376 18410 SH SOLE 18410 0 0 SHOPIFY INC CL A 82509L107 51671 171555 SH SOLE 171555 0 0 SIRIUS XM HLDGS INC COM 82968B103 24636 4415005 SH SOLE 4415005 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 5997 77614 SH SOLE 77614 0 0 SNAP INC CL A 83304A106 14732 1030200 SH SOLE 1030200 0 0 SOUTHERN COPPER CORP COM 84265V105 1589 40900 SH SOLE 40900 0 0 SPRINT CORPORATION COM 85207U105 2312 351900 SH SOLE 351900 0 0 SYNCHRONY FINL COM 87165B103 19070 550029 SH SOLE 550029 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 15236 305200 SH SOLE 305200 0 0 TABLEAU 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