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
AAR CORP COM 000361105 2,282 63,000 SH   SOLE   63,000 0 0
AGCO CORP COM 001084102 3,443 33,400 SH   SOLE   33,400 0 0
AT&T INC COM 00206R102 21,127 734,600 SH   SOLE   734,600 0 0
THE AARONS COMPANY INC COM 00258W108 209 11,000 SH   SOLE   11,000 0 0
ABBVIE INC COM 00287Y109 34,322 320,313 SH   SOLE   320,313 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 690 48,638 SH   SOLE   48,638 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 50,612 101,200 SH   SOLE   101,200 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 11,445 72,665 SH   SOLE   72,665 0 0
ADVANCED MICRO DEVICES INC COM 007903107 28,724 313,200 SH   SOLE   313,200 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 1,661 53,000 SH   SOLE   53,000 0 0
ALASKA AIR GROUP INC COM 011659109 4,056 78,000 SH   SOLE   78,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 23,922 134,230 SH   SOLE   134,230 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 5,468 35,000 SH   SOLE   35,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 67,258 288,995 SH   SOLE   288,995 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,878 11,000 SH   SOLE   11,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,670 51,823 SH   SOLE   51,823 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,432 11,018 SH   SOLE   11,018 0 0
ALPHABET INC CAP STK CL C 02079K107 139,800 79,800 SH   SOLE   79,800 0 0
ALPHABET INC CAP STK CL A 02079K305 53,806 30,700 SH   SOLE   30,700 0 0
ALTAIR ENGR INC COM CL A 021369103 2,618 45,000 SH   SOLE   45,000 0 0
ALTRIA GROUP INC COM 02209S103 4,182 102,000 SH   SOLE   102,000 0 0
AMAZON COM INC COM 023135106 235,802 72,400 SH   SOLE   72,400 0 0
AMEDISYS INC COM 023436108 3,667 12,500 SH   SOLE   12,500 0 0
AMEREN CORP COM 023608102 13,900 178,071 SH   SOLE   178,071 0 0
AMERICAN EXPRESS CO COM 025816109 19,823 163,945 SH   SOLE   163,945 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 8,302 276,740 SH   SOLE   276,740 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 9,186 242,641 SH   SOLE   242,641 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 16,575 108,000 SH   SOLE   108,000 0 0
AMERICOLD RLTY TR COM 03064D108 6,857 183,692 SH   SOLE   183,692 0 0
AMERIPRISE FINL INC COM 03076C106 19,044 98,000 SH   SOLE   98,000 0 0
AMPLIFY ETF TR ONLIN RETL ETF 032108102 5,259 46,000 SH   SOLE   46,000 0 0
ANSYS INC COM 03662Q105 6,912 19,000 SH   SOLE   19,000 0 0
ANTHEM INC COM 036752103 31,398 97,787 SH   SOLE   97,787 0 0
APACHE CORP COM 037411105 3,051 215,000 SH   SOLE   215,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R747 421 79,664 SH   SOLE   79,664 0 0
APARTMENT INCOME REIT CORP COM 03750L109 3,060 79,664 SH   SOLE   79,664 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,420 31,036 SH   SOLE   31,036 0 0
APPLIED MATLS INC COM 038222105 25,631 297,000 SH   SOLE   297,000 0 0
ARAMARK COM 03852U106 10,805 280,788 SH   SOLE   280,788 0 0
ARCONIC CORPORATION COM 03966V107 4,813 161,500 SH   SOLE   161,500 0 0
ATMOS ENERGY CORP COM 049560105 2,329 24,409 SH   SOLE   24,409 0 0
AUTODESK INC COM 052769106 5,191 17,000 SH   SOLE   17,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,573 25,829 SH   SOLE   25,829 0 0
AUTOZONE INC COM 053332102 7,350 6,200 SH   SOLE   6,200 0 0
AVALARA INC COM 05338G106 3,801 23,052 SH   SOLE   23,052 0 0
AVALONBAY CMNTYS INC COM 053484101 17,118 106,700 SH   SOLE   106,700 0 0
AVANOS MED INC COM 05350V106 5,276 115,000 SH   SOLE   115,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 1,530 52,558 SH   SOLE   52,558 0 0
AXSOME THERAPEUTICS INC COM 05464T104 1,466 18,000 SH   SOLE   18,000 0 0
AZUL S A SPONSR ADR PFD 05501U106 889 38,938 SH   SOLE   38,938 0 0
BMC STK HLDGS INC COM 05591B109 3,466 64,562 SH   SOLE   64,562 0 0
BAIDU INC SPON ADR REP A 056752108 14,474 66,936 SH   SOLE   66,936 0 0
BAIN CAP SPECIALTY FIN INC COM STK 05684B107 64,561 5,322,423 SH   SOLE   5,322,423 0 0
BALL CORP COM 058498106 5,290 56,775 SH   SOLE   56,775 0 0
BALLARD PWR SYS INC NEW COM 058586108 760 32,469 SH   SOLE   32,469 0 0
BK OF AMERICA CORP COM 060505104 43,989 1,451,300 SH   SOLE   1,451,300 0 0
BARNES GROUP INC COM 067806109 1,729 34,100 SH   SOLE   34,100 0 0
BARRICK GOLD CORP COM 067901108 3,289 144,400 SH   SOLE   144,400 0 0
BATTALION OIL CORP COM 07134L107 1,199 145,919 SH   SOLE   145,919 0 0
BAXTER INTL INC COM 071813109 3,571 44,500 SH   SOLE   44,500 0 0
BECTON DICKINSON & CO COM 075887109 5,104 20,400 SH   SOLE   20,400 0 0
BERKLEY W R CORP COM 084423102 1,153 17,358 SH   SOLE   17,358 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,974 172,400 SH   SOLE   172,400 0 0
BEST BUY INC COM 086516101 2,459 24,641 SH   SOLE   24,641 0 0
BIO RAD LABS INC CL A 090572207 2,623 4,500 SH   SOLE   4,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,941 22,137 SH   SOLE   22,137 0 0
BIOGEN INC COM 09062X103 8,276 33,800 SH   SOLE   33,800 0 0
BLACK KNIGHT INC COM 09215C105 5,124 58,000 SH   SOLE   58,000 0 0
BLACKROCK INC COM 09247X101 27,130 37,600 SH   SOLE   37,600 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 4,321 66,675 SH   SOLE   66,675 0 0
BLOCK H & R INC COM 093671105 3,197 201,595 SH   SOLE   201,595 0 0
BOEING CO COM 097023105 16,782 78,400 SH   SOLE   78,400 0 0
BOOKING HOLDINGS INC COM 09857L108 6,682 3,000 SH   SOLE   3,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,474 16,912 SH   SOLE   16,912 0 0
BORGWARNER INC COM 099724106 2,087 54,000 SH   SOLE   54,000 0 0
BOSTON PROPERTIES INC COM 101121101 11,678 123,540 SH   SOLE   123,540 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,474 374,800 SH   SOLE   374,800 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 5,574 468,000 SH   SOLE   468,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 5,069 140,000 SH   SOLE   140,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 23,540 379,500 SH   SOLE   379,500 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 72 104,300 SH   SOLE   104,300 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,145 190,000 SH   SOLE   190,000 0 0
BROADCOM INC COM 11135F101 47,902 109,403 SH   SOLE   109,403 0 0
BROWN & BROWN INC COM 115236101 1,830 38,600 SH   SOLE   38,600 0 0
BROWN FORMAN CORP CL B 115637209 3,495 44,000 SH   SOLE   44,000 0 0
BRUKER CORP COM 116794108 2,505 46,283 SH   SOLE   46,283 0 0
BURLINGTON STORES INC COM 122017106 4,403 16,834 SH   SOLE   16,834 0 0
CDW CORP COM 12514G108 6,407 48,616 SH   SOLE   48,616 0 0
CNOOC LIMITED SPONSORED ADR 126132109 1,237 13,500 SH   SOLE   13,500 0 0
CABLE ONE INC COM 12685J105 13,355 5,995 SH   SOLE   5,995 0 0
CABOT OIL & GAS CORP COM 127097103 2,131 130,919 SH   SOLE   130,919 0 0
CACI INTL INC CL A 127190304 3,055 12,252 SH   SOLE   12,252 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 18,929 138,747 SH   SOLE   138,747 0 0
CAMDEN PPTY TR SH BEN INT 133131102 15,918 159,306 SH   SOLE   159,306 0 0
CANADIAN SOLAR INC COM 136635109 724 14,133 SH   SOLE   14,133 0 0
CARETRUST REIT INC COM 14174T107 6,348 286,196 SH   SOLE   286,196 0 0
CARMAX INC COM 143130102 2,550 27,000 SH   SOLE   27,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 11,467 304,000 SH   SOLE   304,000 0 0
CASEYS GEN STORES INC COM 147528103 1,824 10,212 SH   SOLE   10,212 0 0
CATALENT INC COM 148806102 18,420 177,000 SH   SOLE   177,000 0 0
CAVCO INDS INC DEL COM 149568107 1,579 9,000 SH   SOLE   9,000 0 0
CELANESE CORP DEL COM 150870103 14,375 110,628 SH   SOLE   110,628 0 0
CENTENE CORP DEL COM 15135B101 3,722 62,000 SH   SOLE   62,000 0 0
CERENCE INC COM 156727109 8,742 87,000 SH   SOLE   87,000 0 0
CHAMPIONX CORPORATION COM 15872M104 3,305 216,000 SH   SOLE   216,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 4,173 16,700 SH   SOLE   16,700 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 26,131 39,500 SH   SOLE   39,500 0 0
CHEWY INC CL A 16679L109 1,798 20,000 SH   SOLE   20,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,080 1,500 SH   SOLE   1,500 0 0
CHURCH & DWIGHT INC COM 171340102 1,404 16,098 SH   SOLE   16,098 0 0
CHURCHILL DOWNS INC COM 171484108 3,643 18,700 SH   SOLE   18,700 0 0
CIENA CORP COM NEW 171779309 3,915 74,073 SH   SOLE   74,073 0 0
CITIGROUP INC COM NEW 172967424 30,875 500,732 SH   SOLE   500,732 0 0
CITIZENS FINL GROUP INC COM 174610105 7,047 197,075 SH   SOLE   197,075 0 0
COGNEX CORP COM 192422103 3,573 44,500 SH   SOLE   44,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 10,832 132,176 SH   SOLE   132,176 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 688 48,000 SH   SOLE   48,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 2,359 27,000 SH   SOLE   27,000 0 0
COMCAST CORP NEW CL A 20030N101 64,793 1,236,514 SH   SOLE   1,236,514 0 0
COMMERCE BANCSHARES INC COM 200525103 1,657 25,221 SH   SOLE   25,221 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 2,871 195,310 SH   SOLE   195,310 0 0
CONCENTRIX CORP COM 20602D101 1,253 12,700 SH   SOLE   12,700 0 0
CONMED CORP COM 207410101 3,136 28,000 SH   SOLE   28,000 0 0
CONOCOPHILLIPS COM 20825C104 6,798 170,000 SH   SOLE   170,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 12,201 55,700 SH   SOLE   55,700 0 0
COOPER COS INC COM NEW 216648402 4,682 12,886 SH   SOLE   12,886 0 0
COPART INC COM 217204106 3,041 23,900 SH   SOLE   23,900 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 681 26,100 SH   SOLE   26,100 0 0
CORTEVA INC COM 22052L104 28,186 727,953 SH   SOLE   727,953 0 0
COSTCO WHSL CORP NEW COM 22160K105 23,247 61,700 SH   SOLE   61,700 0 0
COSTAR GROUP INC COM 22160N109 5,474 5,922 SH   SOLE   5,922 0 0
COUPA SOFTWARE INC COM 22266L106 2,033 6,000 SH   SOLE   6,000 0 0
COUSINS PPTYS INC COM NEW 222795502 4,680 139,700 SH   SOLE   139,700 0 0
CRANE CO COM 224399105 2,320 29,869 SH   SOLE   29,869 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,084 24,000 SH   SOLE   24,000 0 0
CROWN HLDGS INC COM 228368106 3,912 39,038 SH   SOLE   39,038 0 0
CUBESMART COM 229663109 7,027 209,073 SH   SOLE   209,073 0 0
CUMMINS INC COM 231021106 18,849 83,000 SH   SOLE   83,000 0 0
CURTISS WRIGHT CORP COM 231561101 1,747 15,018 SH   SOLE   15,018 0 0
CYTOKINETICS INC COM NEW 23282W605 1,566 75,358 SH   SOLE   75,358 0 0
D R HORTON INC COM 23331A109 12,268 178,000 SH   SOLE   178,000 0 0
DTE ENERGY CO COM 233331107 2,600 21,414 SH   SOLE   21,414 0 0
DANAHER CORPORATION COM 235851102 26,168 117,800 SH   SOLE   117,800 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 2,294 40,000 SH   SOLE   40,000 0 0
DARDEN RESTAURANTS INC COM 237194105 1,787 15,000 SH   SOLE   15,000 0 0
DAVITA INC COM 23918K108 7,900 67,289 SH   SOLE   67,289 0 0
DECKERS OUTDOOR CORP COM 243537107 4,494 15,670 SH   SOLE   15,670 0 0
DEERE & CO COM 244199105 26,150 97,192 SH   SOLE   97,192 0 0
DENTSPLY SIRONA INC COM 24906P109 3,224 61,581 SH   SOLE   61,581 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 446 54,000 SH   SOLE   54,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,178 45,000 SH   SOLE   45,000 0 0
DICKS SPORTING GOODS INC COM 253393102 1,630 29,000 SH   SOLE   29,000 0 0
DIGITAL RLTY TR INC COM 253868103 20,271 145,299 SH   SOLE   145,299 0 0
DISNEY WALT CO COM 254687106 43,936 242,500 SH   SOLE   242,500 0 0
DISCOVER FINL SVCS COM 254709108 31,432 347,200 SH   SOLE   347,200 0 0
DOLLAR GEN CORP NEW COM 256677105 19,481 92,636 SH   SOLE   92,636 0 0
DOMINION ENERGY INC COM 25746U109 9,475 126,000 SH   SOLE   126,000 0 0
DOMINOS PIZZA INC COM 25754A201 3,298 8,600 SH   SOLE   8,600 0 0
DOUGLAS EMMETT INC COM 25960P109 3,239 111,000 SH   SOLE   111,000 0 0
DOVER CORP COM 260003108 3,516 27,851 SH   SOLE   27,851 0 0
DUKE REALTY CORP COM NEW 264411505 13,273 332,081 SH   SOLE   332,081 0 0
DUPONT DE NEMOURS INC COM 26614N102 26,207 368,544 SH   SOLE   368,544 0 0
EOG RES INC COM 26875P101 4,538 91,000 SH   SOLE   91,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 1,268 39,000 SH   SOLE   39,000 0 0
EAGLE MATLS INC COM 26969P108 3,395 33,500 SH   SOLE   33,500 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 1,315 58,050 SH   SOLE   58,050 0 0
EASTGROUP PPTYS INC COM 277276101 4,004 29,000 SH   SOLE   29,000 0 0
EDISON INTL COM 281020107 8,303 132,174 SH   SOLE   132,174 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,382 113,800 SH   SOLE   113,800 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 7,856 256,159 SH   SOLE   256,159 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 2,064 23,035 SH   SOLE   23,035 0 0
EMERSON ELEC CO COM 291011104 3,324 41,353 SH   SOLE   41,353 0 0
ENDAVA PLC ADS 29260V105 1,763 22,977 SH   SOLE   22,977 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 872 44,512 SH   SOLE   44,512 0 0
EPAM SYS INC COM 29414B104 3,948 11,018 SH   SOLE   11,018 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 5,768 171,000 SH   SOLE   171,000 0 0
EQUIFAX INC COM 294429105 4,050 21,000 SH   SOLE   21,000 0 0
EQUITABLE HLDGS INC COM 29452E101 3,071 119,991 SH   SOLE   119,991 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 2,041 74,800 SH   SOLE   74,800 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 10,184 160,726 SH   SOLE   160,726 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 16,836 284,000 SH   SOLE   284,000 0 0
ERICSSON ADR B SEK 10 294821608 3,227 270,000 SH   SOLE   270,000 0 0
ESSENTIAL UTILS INC COM 29670G102 1,460 30,875 SH   SOLE   30,875 0 0
ESSEX PPTY TR INC COM 297178105 12,108 51,000 SH   SOLE   51,000 0 0
EVERCORE INC CLASS A 29977A105 3,454 31,500 SH   SOLE   31,500 0 0
EVERBRIDGE INC COM 29978A104 5,906 39,617 SH   SOLE   39,617 0 0
EXACT SCIENCES CORP COM 30063P105 2,046 15,446 SH   SOLE   15,446 0 0
EXELON CORP COM 30161N101 20,777 492,114 SH   SOLE   492,114 0 0
EXELIXIS INC COM 30161Q104 745 37,100 SH   SOLE   37,100 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,178 24,000 SH   SOLE   24,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,779 18,707 SH   SOLE   18,707 0 0
EXPONENT INC COM 30214U102 1,628 18,082 SH   SOLE   18,082 0 0
EXTRA SPACE STORAGE INC COM 30225T102 9,501 82,000 SH   SOLE   82,000 0 0
EXXON MOBIL CORP COM 30231G102 25,948 629,500 SH   SOLE   629,500 0 0
FLIR SYS INC COM 302445101 8,220 187,544 SH   SOLE   187,544 0 0
FMC CORP COM NEW 302491303 3,238 28,171 SH   SOLE   28,171 0 0
FTI CONSULTING INC COM 302941109 2,326 20,818 SH   SOLE   20,818 0 0
FACEBOOK INC CL A 30303M102 116,281 425,690 SH   SOLE   425,690 0 0
FAIR ISAAC CORP COM 303250104 3,322 6,500 SH   SOLE   6,500 0 0
FASTENAL CO COM 311900104 1,985 40,653 SH   SOLE   40,653 0 0
FEDERAL SIGNAL CORP COM 313855108 1,429 43,079 SH   SOLE   43,079 0 0
FEDEX CORP COM 31428X106 32,712 126,000 SH   SOLE   126,000 0 0
FINVOLUTION GROUP SPONSORED ADS 31810T101 91 34,000 SH   SOLE   34,000 0 0
FIRST AMERN FINL CORP COM 31847R102 3,223 62,425 SH   SOLE   62,425 0 0
FIRST FINL BANKSHARES COM 32020R109 1,049 29,000 SH   SOLE   29,000 0 0
FIRST HORIZON CORPORATION COM 320517105 2,552 199,996 SH   SOLE   199,996 0 0
FIRST HAWAIIAN INC COM 32051X108 1,667 70,700 SH   SOLE   70,700 0 0
FIRST INDL RLTY TR INC COM 32054K103 6,083 144,376 SH   SOLE   144,376 0 0
FIRST SOLAR INC COM 336433107 3,156 31,900 SH   SOLE   31,900 0 0
1ST SOURCE CORP COM 336901103 1,411 35,000 SH   SOLE   35,000 0 0
FIRSTENERGY CORP COM 337932107 808 26,400 SH   SOLE   26,400 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,095 11,345 SH   SOLE   11,345 0 0
FLUOR CORP NEW COM 343412102 5,244 328,350 SH   SOLE   328,350 0 0
FORTIVE CORP COM 34959J108 4,603 65,000 SH   SOLE   65,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,914 34,000 SH   SOLE   34,000 0 0
FORUM ENERGY TECHNOLOGIES IN NOTE 9.000% 8/0 34984VAC4 18,983 32,718,845 PRN   SOLE   32,718,845 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 1,334 44,800 SH   SOLE   44,800 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,015 19,062 SH   SOLE   19,062 0 0
FREEPORT-MCMORAN INC CL B 35671D857 7,676 295,000 SH   SOLE   295,000 0 0
FRONT DOOR INC COM 35905A109 5,925 118,000 SH   SOLE   118,000 0 0
FULLER H B CO COM 359694106 2,333 44,966 SH   SOLE   44,966 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 3,879 164,000 SH   SOLE   164,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 4,027 43,000 SH   SOLE   43,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 3,369 27,236 SH   SOLE   27,236 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 7,765 183,144 SH   SOLE   183,144 0 0
GARTNER INC COM 366651107 2,193 13,691 SH   SOLE   13,691 0 0
GENERAC HLDGS INC COM 368736104 4,531 19,924 SH   SOLE   19,924 0 0
GENERAL DYNAMICS CORP COM 369550108 10,248 68,861 SH   SOLE   68,861 0 0
GENERAL ELECTRIC CO COM 369604103 12,021 1,113,100 SH   SOLE   1,113,100 0 0
GENTEX CORP COM 371901109 2,002 59,000 SH   SOLE   59,000 0 0
GILEAD SCIENCES INC COM 375558103 12,054 206,900 SH   SOLE   206,900 0 0
GLACIER BANCORP INC NEW COM 37637Q105 3,198 69,500 SH   SOLE   69,500 0 0
GLOBAL PMTS INC COM 37940X102 31,396 145,743 SH   SOLE   145,743 0 0
GLOBE LIFE INC COM 37959E102 1,750 18,428 SH   SOLE   18,428 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 482 52,031 SH   SOLE   52,031 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 38,997 147,880 SH   SOLE   147,880 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 3,120 286,000 SH   SOLE   286,000 0 0
GOOSEHEAD INS INC COM CL A 38267D109 2,370 19,000 SH   SOLE   19,000 0 0
GRAINGER W W INC COM 384802104 4,183 10,244 SH   SOLE   10,244 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,508 89,000 SH   SOLE   89,000 0 0
GRAY TELEVISION INC COM 389375106 803 44,898 SH   SOLE   44,898 0 0
HCA HEALTHCARE INC COM 40412C101 12,598 76,600 SH   SOLE   76,600 0 0
HALLIBURTON CO COM 406216101 3,704 196,000 SH   SOLE   196,000 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 1,733 99,000 SH   SOLE   99,000 0 0
HANOVER INS GROUP INC COM 410867105 3,531 30,200 SH   SOLE   30,200 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 2,182 44,550 SH   SOLE   44,550 0 0
HEALTHCARE RLTY TR COM 421946104 1,893 63,969 SH   SOLE   63,969 0 0
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 7,664 253,362 SH   SOLE   253,362 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 13,896 459,660 SH   SOLE   459,660 0 0
HEICO CORP NEW COM 422806109 2,555 19,295 SH   SOLE   19,295 0 0
HERSHEY CO COM 427866108 152 1,000 SH   SOLE   1,000 0 0
HESS CORP COM 42809H107 5,889 111,553 SH   SOLE   111,553 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 6,292 531,000 SH   SOLE   531,000 0 0
HIGHWOODS PPTYS INC COM 431284108 5,027 126,860 SH   SOLE   126,860 0 0
HILL ROM HLDGS INC COM 431475102 3,117 31,818 SH   SOLE   31,818 0 0
HILLTOP HOLDINGS INC COM 432748101 2,118 77,000 SH   SOLE   77,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 10,369 93,200 SH   SOLE   93,200 0 0
HOME DEPOT INC COM 437076102 47,758 179,800 SH   SOLE   179,800 0 0
HONEYWELL INTL INC COM 438516106 35,036 164,720 SH   SOLE   164,720 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,797 327,900 SH   SOLE   327,900 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 2,522 56,000 SH   SOLE   56,000 0 0
HUBBELL INC COM 443510607 1,897 12,100 SH   SOLE   12,100 0 0
HUDSON PAC PPTYS INC COM 444097109 2,090 87,000 SH   SOLE   87,000 0 0
HUMANA INC COM 444859102 21,252 51,800 SH   SOLE   51,800 0 0
HUNT J B TRANS SVCS INC COM 445658107 8,556 62,616 SH   SOLE   62,616 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 5,578 32,720 SH   SOLE   32,720 0 0
lAC INTERACTIVECORP NEW COM 44891N109 2,973 15,703 SH   SOLE   15,703 0 0
IAA INC COM 449253103 7,278 112,000 SH   SOLE   112,000 0 0
IPG PHOTONICS CORP COM 44980X109 2,305 10,300 SH   SOLE   10,300 0 0
ITT INC COM 45073V108 2,750 35,707 SH   SOLE   35,707 0 0
IDEX CORP COM 45167R104 2,442 12,260 SH   SOLE   12,260 0 0
ILLUMINA INC COM 452327109 4,440 12,000 SH   SOLE   12,000 0 0
IMMUNOGEN INC COM 45253H101 1,342 208,100 SH   SOLE   208,100 0 0
INCYTE CORP COM 45337C102 3,305 38,000 SH   SOLE   38,000 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 437 18,780 SH   SOLE   18,780 0 0
INGERSOLL RAND INC COM 45687V106 9,408 206,500 SH   SOLE   206,500 0 0
INGEVITY CORP COM 45688C107 7,194 95,000 SH   SOLE   95,000 0 0
INGREDION INC COM 457187102 1,959 24,900 SH   SOLE   24,900 0 0
INSULET CORP COM 45784P101 8,947 35,000 SH   SOLE   35,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 15,726 136,400 SH   SOLE   136,400 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 1,304 34,834 SH   SOLE   34,834 0 0
INTERNATIONAL PAPER CO COM 460146103 3,971 79,865 SH   SOLE   79,865 0 0
INTUIT COM 461202103 11,433 30,100 SH   SOLE   30,100 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,735 11,900 SH   SOLE   11,900 0 0
INVITATION HOMES INC COM 46187W107 2,762 93,000 SH   SOLE   93,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 2,116 53,818 SH   SOLE   53,818 0 0
ISHARES GOLD TRUST ISHARES 464285105 2,411 133,000 PRN   SOLE   133,000 0 0
ISHARES INC EM MKT SM-CP ETF 464286475 555 10,511 SH   SOLE   10,511 0 0
ISHARES INC MSCI CDA ETF 464286509 59 1,900 SH   SOLE   1,900 0 0
ISHARES TR MSCI EAFE ETF 464287465 3,079 42,200 SH   SOLE   42,200 0 0
ISHARES TR U.S. REAL ES ETF 464287739 2,713 31,672 SH   SOLE   31,672 0 0
ISHARES TR CORE S&P SCP ETF 464287804 6,791 73,900 SH   SOLE   73,900 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 4,998 177,000 SH   SOLE   177,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 34,773 300,000 PRN   SOLE   300,000 0 0
ISHARES TR MBS ETF 464288588 75,170 682,555 PRN   SOLE   682,555 0 0
ISHARES TR US HOME CONS ETF 464288752 5,692 102,000 SH   SOLE   102,000 0 0
JACOBS ENGR GROUP INC COM 469814107 15,728 144,348 SH   SOLE   144,348 0 0
JD.COM INC SPON ADR CL A 47215P106 12,657 143,993 SH   SOLE   143,993 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,040 42,286 SH   SOLE   42,286 0 0
JOHNSON & JOHNSON COM 478160104 65,612 416,900 SH   SOLE   416,900 0 0
JONES LANG LASALLE INC COM 48020Q107 2,033 13,700 SH   SOLE   13,700 0 0
KAR AUCTION SVCS INC COM 48238T109 1,794 96,414 SH   SOLE   96,414 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 2,188 55,241 SH   SOLE   55,241 0 0
KE HLDGS INC SPONSORED ADS 482497104 2,892 47,000 SH   SOLE   47,000 0 0
KKR & CO INC COM 48251W104 2,626 64,846 SH   SOLE   64,846 0 0
KT CORP SPONSORED ADR 48268K101 346 31,468 SH   SOLE   31,468 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 1,825 18,457 SH   SOLE   18,457 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 18,695 91,582 SH   SOLE   91,582 0 0
KB HOME COM 48666K109 1,676 50,000 SH   SOLE   50,000 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 1,429 79,900 SH   SOLE   79,900 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 23,290 176,319 SH   SOLE   176,319 0 0
KILROY RLTY CORP COM 49427F108 3,731 65,000 SH   SOLE   65,000 0 0
KIMCO RLTY CORP COM 49446R109 3,210 213,828 SH   SOLE   213,828 0 0
KINDER MORGAN INC DEL COM 49456B101 4,374 320,000 SH   SOLE   320,000 0 0
KINGS OFT CLOUD HLDGS LTD ADS 49639K101 5,255 120,671 SH   SOLE   120,671 0 0
KONTOOR BRANDS INC COM 50050N103 4,462 110,000 SH   SOLE   110,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 2,441 89,000 SH   SOLE   89,000 0 0
KROGER CO COM 501044101 10,608 334,000 SH   SOLE   334,000 0 0
LHC GROUP INC COM 50187A107 2,986 14,000 SH   SOLE   14,000 0 0
LGI HOMES INC COM 50187T106 1,482 14,000 SH   SOLE   14,000 0 0
LKQ CORP COM 501889208 1,547 43,900 SH   SOLE   43,900 0 0
LI AUTO INC SPONSORED ADS 50202M102 721 25,000 SH   SOLE   25,000 0 0
LTC PPTYS INC COM 502175102 1,634 42,000 SH   SOLE   42,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 9,508 50,300 SH   SOLE   50,300 0 0
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 503459604 337 86,890 SH   SOLE   86,890 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,247 27,000 SH   SOLE   27,000 0 0
LAMB WESTON HLDGS INC COM 513272104 7,172 91,082 SH   SOLE   91,082 0 0
LAS VEGAS SANDS CORP COM 517834107 5,367 90,053 SH   SOLE   90,053 0 0
LEAR CORP COM NEW 521865204 2,123 13,348 SH   SOLE   13,348 0 0
LEIDOS HOLDINGS INC COM 525327102 6,412 61,000 SH   SOLE   61,000 0 0
LENNAR CORP CL A 526057104 6,496 85,219 SH   SOLE   85,219 0 0
LEXINGTON REALTY TRUST COM 529043101 3,023 284,694 SH   SOLE   284,694 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,418 9,000 SH   SOLE   9,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 4,132 97,000 SH   SOLE   97,000 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,271 12,779 SH   SOLE   12,779 0 0
LIFE STORAGE INC COM 53223X107 7,238 60,622 SH   SOLE   60,622 0 0
LILLY ELI & CO COM 532457108 32,535 192,700 SH   SOLE   192,700 0 0
LITTELFUSE INC COM 537008104 2,139 8,400 SH   SOLE   8,400 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,822 38,400 SH   SOLE   38,400 0 0
LIVENT CORP COM 53814L108 6,236 331,000 SH   SOLE   331,000 0 0
LOCKHEED MARTIN CORP COM 539830109 18,494 52,100 SH   SOLE   52,100 0 0
LOUISIANA PAC CORP COM 546347105 1,966 52,900 SH   SOLE   52,900 0 0
LOWES COS INC COM 548661107 32,792 204,298 SH   SOLE   204,298 0 0
LULULEMON ATHLETICA INC COM 550021109 15,313 44,000 SH   SOLE   44,000 0 0
LUMENTUM HLDGS INC COM 55024U109 9,158 96,600 SH   SOLE   96,600 0 0
M D C HLDGS INC COM 552676108 1,652 34,000 SH   SOLE   34,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 10,359 330,967 SH   SOLE   330,967 0 0
MKS INSTRS INC COM 55306N104 3,641 24,200 SH   SOLE   24,200 0 0
MSA SAFETY INC COM 553498106 1,300 8,700 SH   SOLE   8,700 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 4,097 39,000 SH   SOLE   39,000 0 0
MARATHON PETE CORP COM 56585A102 4,219 102,000 SH   SOLE   102,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 2,067 3,622 SH   SOLE   3,622 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 490 3,571 SH   SOLE   3,571 0 0
MARTIN MARIETTA MATLS INC COM 573284106 9,939 35,000 SH   SOLE   35,000 0 0
MASCO CORP COM 574599106 3,424 62,329 SH   SOLE   62,329 0 0
MASTEC INC COM 576323109 2,454 36,000 SH   SOLE   36,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 63,285 177,300 SH   SOLE   177,300 0 0
MATCH GROUP INC NEW COM 57667L107 14,928 98,735 SH   SOLE   98,735 0 0
MAXIMUS INC COM 577933104 1,244 17,000 SH   SOLE   17,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,225 33,734 SH   SOLE   33,734 0 0
MCDONALDS CORP COM 580135101 34,462 160,600 SH   SOLE   160,600 0 0
MCGRATH RENTCORP COM 580589109 1,200 17,886 SH   SOLE   17,886 0 0
MCKESSON CORP COM 58155Q103 4,661 26,800 SH   SOLE   26,800 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 2,284 104,841 SH   SOLE   104,841 0 0
MERCADOLIBRE INC COM 58733R102 3,350 2,000 SH   SOLE   2,000 0 0
MERCK & CO. INC COM 58933Y105 31,632 386,700 SH   SOLE   386,700 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 5,062 4,442 SH   SOLE   4,442 0 0
MICROSOFT CORP COM 594918104 253,181 1,138,300 SH   SOLE   1,138,300 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 6,121 44,322 SH   SOLE   44,322 0 0
MICRON TECHNOLOGY INC COM 595112103 28,177 374,800 SH   SOLE   374,800 0 0
MID-AMER APT CMNTYS INC COM 59522J103 12,619 99,605 SH   SOLE   99,605 0 0
MODERNA INC COM 60770K107 3,134 30,000 SH   SOLE   30,000 0 0
MOMO INC ADR 60879B107 529 37,878 SH   SOLE   37,878 0 0
MONDELEZ INTL INC CL A 609207105 15,632 267,345 SH   SOLE   267,345 0 0
MONGODB INC CL A 60937P106 4,410 12,282 SH   SOLE   12,282 0 0
MORGAN STANLEY COM NEW 617446448 28,988 423,000 SH   SOLE   423,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 11,904 70,000 SH   SOLE   70,000 0 0
NIO INC SPON ADS 62914V106 4,630 95,000 SH   SOLE   95,000 0 0
NVR INC COM 62944T105 2,856 700 SH   SOLE   700 0 0
NASDAQ INC COM 631103108 6,637 50,000 SH   SOLE   50,000 0 0
NATIONAL BK HLDGS CORP CL A 633707104 1,772 54,100 SH   SOLE   54,100 0 0
NATIONAL HEALTH INVS INC COM 63633D104 3,154 45,600 SH   SOLE   45,600 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106 3,846 94,000 SH   SOLE   94,000 0 0
NAVIENT CORPORATION COM 63938C108 2,138 217,716 SH   SOLE   217,716 0 0
NEKTAR THERAPEUTICS COM 640268108 360 21,150 SH   SOLE   21,150 0 0
NETFLIX INC COM 64110L106 27,199 50,300 SH   SOLE   50,300 0 0
NETEASE INC SPONSORED ADS 64110W102 2,631 27,470 SH   SOLE   27,470 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 769 8,018 SH   SOLE   8,018 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 6,503 35,000 SH   SOLE   35,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 3,544 335,945 SH   SOLE   335,945 0 0
NEWMONT CORP COM 651639106 10,960 183,000 SH   SOLE   183,000 0 0
NEXTERA ENERGY INC COM 65339F101 39,192 508,000 SH   SOLE   508,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1,542 23,000 SH   SOLE   23,000 0 0
NICE LTD SPONSORED ADR 653656108 3,624 12,780 SH   SOLE   12,780 0 0
NIKE INC CL B 654106103 29,907 211,400 SH   SOLE   211,400 0 0
NORTHERN TR CORP COM 665859104 4,678 50,229 SH   SOLE   50,229 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,139 46,400 SH   SOLE   46,400 0 0
NUCOR CORP COM 670346105 3,617 68,000 SH   SOLE   68,000 0 0
NVIDIA CORPORATION COM 67066G104 54,674 104,700 SH   SOLE   104,700 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 9,232 20,400 SH   SOLE   20,400 0 0
OCCIDENTAL PETE CORP COM 674599105 1,921 111,000 SH   SOLE   111,000 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 94 13,875 SH   SOLE   13,875 0 0
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 221 9,717 SH   SOLE   9,717 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 1,366 16,700 SH   SOLE   16,700 0 0
ONE GAS INC COM 68235P108 5,980 77,900 SH   SOLE   77,900 0 0
ONEOK INC NEW COM 682680103 1,727 45,000 SH   SOLE   45,000 0 0
ORACLE CORP COM 68389X105 2,044 31,593 SH   SOLE   31,593 0 0
OTIS WORLDWIDE CORP COM 68902V107 21,448 317,518 SH   SOLE   317,518 0 0
PEF ENERGY INC CL A 69318G106 539 75,912 SH   SOLE   75,912 0 0
PG&E CORP COM 69331C108 1,969 158,000 SH   SOLE   158,000 0 0
PGT INNOVATIONS INC COM 69336V101 1,648 81,000 SH   SOLE   81,000 0 0
PALO ALTO NETWORKS INC COM 697435105 20,826 58,600 SH   SOLE   58,600 0 0
PARAMOUNT GROUP INC COM 69924R108 1,167 129,100 SH   SOLE   129,100 0 0
PARK HOTELS RESORTS INC COM 700517105 943 55,000 SH   SOLE   55,000 0 0
PARKER-HANNI FIN CORP COM 701094104 17,979 66,000 SH   SOLE   66,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,357 3,000 SH   SOLE   3,000 0 0
PAY PAL HLDGS INC COM 70450Y103 70,300 300,170 SH   SOLE   300,170 0 0
PENN NATL GAMING INC COM 707569109 2,159 25,000 SH   SOLE   25,000 0 0
PEPSICO INC COM 713448108 16,150 108,900 SH   SOLE   108,900 0 0
PERFICIENT INC COM 71375U101 2,927 61,428 SH   SOLE   61,428 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 5,541 501,000 SH   SOLE   501,000 0 0
PFIZER INC COM 717081103 21,295 578,500 SH   SOLE   578,500 0 0
PHILIP MORRIS INTL INC COM 718172109 15,945 192,600 SH   SOLE   192,600 0 0
PHILLIPS 66 COM 718546104 16,299 233,046 SH   SOLE   233,046 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 730 45,000 SH   SOLE   45,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 5,802 32,656 SH   SOLE   32,656 0 0
PINTEREST INC CL A 72352L106 17,002 258,000 SH   SOLE   258,000 0 0
PIONEER NAT RES CO COM 723787107 5,011 44,000 SH   SOLE   44,000 0 0
PLANET FITNESS INC CL A 72703H101 2,018 26,000 SH   SOLE   26,000 0 0
POLARIS INC COM 731068102 1,429 15,000 SH   SOLE   15,000 0 0
POOL CORP COM 73278L105 3,837 10,300 SH   SOLE   10,300 0 0
POPULAR INC COM NEW 733174700 3,200 56,821 SH   SOLE   56,821 0 0
POST HLDGS INC COM 737446104 1,755 17,379 SH   SOLE   17,379 0 0
PRECISION DRILLING CORP COM NEW 74022D407 706 42,816 SH   SOLE   42,816 0 0
PRIMERICA INC COM 74164M108 991 7,400 SH   SOLE   7,400 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,070 41,725 SH   SOLE   41,725 0 0
PROCTER AND GAMBLE CO COM 742718109 68,165 489,900 SH   SOLE   489,900 0 0
PROG HOLDINGS INC COM NPV 74319R101 1,185 22,000 SH   SOLE   22,000 0 0
PROGRESSIVE CORP COM 743315103 8,711 88,100 SH   SOLE   88,100 0 0
PROLOGIS INC. COM 74340W103 66,756 669,839 SH   SOLE   669,839 0 0
PROPETRO HLDG CORP COM 74347M108 1,428 193,300 SH   SOLE   193,300 0 0
PROSPERITY BANCSHARES INC COM 743606105 1,609 23,200 SH   SOLE   23,200 0 0
PUBLIC STORAGE COM 74460D109 21,006 90,961 SH   SOLE   90,961 0 0
PULTE GROUP INC COM 745867101 2,624 60,859 SH   SOLE   60,859 0 0
QIWI PLC SPON ADR REP B 74735M108 36 3,501 SH   SOLE   3,501 0 0
QTS RLTY TR INC COM CL A 74736A103 4,668 75,437 SH   SOLE   75,437 0 0
QORVO INC COM 74736K101 4,157 25,000 SH   SOLE   25,000 0 0
QUALCOMM INC COM 747525103 49,211 323,037 SH   SOLE   323,037 0 0
QUANTA SVCS INC COM 74762E102 18,821 261,324 SH   SOLE   261,324 0 0
QUDIAN INC ADR 747798106 137 99,000 SH   SOLE   99,000 0 0
RLI CORP COM 749607107 1,583 15,200 SH   SOLE   15,200 0 0
RLJ LODGING TR COM 74965L101 1,337 94,500 SH   SOLE   94,500 0 0
RAPID7 INC COM 753422104 6,268 69,520 SH   SOLE   69,520 0 0
RAYMOND JAMES FINL INC COM 754730109 1,469 15,358 SH   SOLE   15,358 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 25,387 355,010 SH   SOLE   355,010 0 0
REALTY INCOME CORP COM 756109104 14,978 240,927 SH   SOLE   240,927 0 0
REGENCY CTRS CORP COM 758849103 6,841 150,060 SH   SOLE   150,060 0 0
REGENERON PHARMACEUTICALS COM 75886F107 10,993 22,755 SH   SOLE   22,755 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 1,750 15,100 SH   SOLE   15,100 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,527 21,100 SH   SOLE   21,100 0 0
RESMED INC COM 761152107 1,945 9,150 SH   SOLE   9,150 0 0
RES IDEO TECHNOLOGIES INC COM 76118Y104 5,761 271,000 SH   SOLE   271,000 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 182 13,600 SH   SOLE   13,600 0 0
RETAIL PPTYS AMER INC CL A 76131V202 2,378 277,800 SH   SOLE   277,800 0 0
REXNORD CORP COM 76169B102 2,290 58,000 SH   SOLE   58,000 0 0
RINGCENTRAL INC CL A 76680R206 6,449 17,018 SH   SOLE   17,018 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 837 12,033 SH   SOLE   12,033 0 0
ROPER TECHNOLOGIES INC COM 776696106 13,234 30,700 SH   SOLE   30,700 0 0
ROSS STORES INC COM 778296103 15,437 125,700 SH   SOLE   125,700 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 14,699 133,652 SH   SOLE   133,652 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 5,604 82,700 SH   SOLE   82,700 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,429 5,066 SH   SOLE   5,066 0 0
SL GREEN RLTY CORP COM 78440X101 2,681 45,000 SH   SOLE   45,000 0 0
SLM CORP COM 78442P106 3,538 285,568 SH   SOLE   285,568 0 0
SPDR SER TR S&P REGL BKG 78464A698 4,706 90,594 SH   SOLE   90,594 0 0
SVB FINANCIAL GROUP COM 78486Q101 4,284 11,047 SH   SOLE   11,047 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 4,559 262,442 SH   SOLE   262,442 0 0
SAGE THERAPEUTICS INC COM 78667J108 476 5,508 SH   SOLE   5,508 0 0
SAlA INC COM 78709Y105 3,008 16,637 SH   SOLE   16,637 0 0
SALESFORCE COM INC COM 79466L302 25,079 112,700 SH   SOLE   112,700 0 0
SAUL CTRS INC COM 804395101 263 8,300 SH   SOLE   8,300 0 0
SCHLUMBERGER LTD COM 806857108 4,759 218,000 SH   SOLE   218,000 0 0
SCHWAB CHARLES CORP COM 808513105 9,600 181,000 SH   SOLE   181,000 0 0
SEAGEN INC COM 81181C104 12,015 68,600 SH   SOLE   68,600 0 0
SEMTECH CORP COM 816850101 4,055 56,247 SH   SOLE   56,247 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 805 70,100 SH   SOLE   70,100 0 0
SERVICENOW INC COM 81762P102 26,944 48,951 SH   SOLE   48,951 0 0
SHERWIN WILLIAMS CO COM 824348106 17,785 24,200 SH   SOLE   24,200 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 4,799 302,000 SH   SOLE   302,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,475 10,900 SH   SOLE   10,900 0 0
SIMON PPTY GROUP INC NEW COM 828806109 18,982 222,579 SH   SOLE   222,579 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 1,260 13,478 SH   SOLE   13,478 0 0
SMITH & WESSON BRANDS INC COM 831754106 1,228 69,200 SH   SOLE   69,200 0 0
SMITH A O CORP COM 831865209 3,278 59,800 SH   SOLE   59,800 0 0
SNAP INC CL A 83304A106 7,060 141,000 SH   SOLE   141,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,553 17,400 SH   SOLE   17,400 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 1,394 171,297 SH   SOLE   171,297 0 0
SOUTHERN COPPER CORP COM 84265V105 230 3,537 SH   SOLE   3,537 0 0
SPECTRUM PHARMACEUTICALS INC COM 84763A108 222 65,082 SH   SOLE   65,082 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 2,027 25,670 SH   SOLE   25,670 0 0
SPLUNK INC COM 848637104 6,756 39,767 SH   SOLE   39,767 0 0
SQUARE INC CL A 852234103 5,006 23,000 SH   SOLE   23,000 0 0
STAG INDL INC COM 85254J102 5,387 172,000 SH   SOLE   172,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 11,777 65,957 SH   SOLE   65,957 0 0
STARBUCKS CORP COM 855244109 11,928 111,500 SH   SOLE   111,500 0 0
STARWOOD PPTY TR INC COM 85571B105 1,432 74,191 SH   SOLE   74,191 0 0
STIFEL FINL CORP COM 860630102 1,774 35,164 SH   SOLE   35,164 0 0
STRATEGIC ED INC COM 86272C103 703 7,375 SH   SOLE   7,375 0 0
STRYKER CORPORATION COM 863667101 10,267 41,900 SH   SOLE   41,900 0 0
SUN CMNTYS INC COM 866674104 9,269 61,000 SH   SOLE   61,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 516 45,500 SH   SOLE   45,500 0 0
SYNOPSYS INC COM 871607107 14,647 56,500 SH   SOLE   56,500 0 0
SYNOVUS FINL CORP COM NEW 87161C501 2,105 65,014 SH   SOLE   65,014 0 0
SYNCHRONY FINANCIAL COM 87165B103 3,193 92,000 SH   SOLE   92,000 0 0
SYSCO CORP COM 871829107 9,446 127,200 SH   SOLE   127,200 0 0
TJX COS INC NEW COM 872540109 20,917 306,300 SH   SOLE   306,300 0 0
T-MOBILE US INC COM 872590104 19,675 145,900 SH   SOLE   145,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,172 39,330 SH   SOLE   39,330 0 0
TALOS ENERGY INC COM 87484T108 147 17,859 SH   SOLE   17,859 0 0
TARGET CORP COM 87612E106 23,125 131,000 SH   SOLE   131,000 0 0
TELEFLEX INCORPORATED COM 879369106 5,303 12,886 SH   SOLE   12,886 0 0
lOX GENOMICS INC CL A COM 88025U109 1,841 13,000 SH   SOLE   13,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 422 10,574 SH   SOLE   10,574 0 0
TERADYNE INC COM 880770102 6,714 56,000 SH   SOLE   56,000 0 0
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TESLA INC COM 88160R101 80,446 114,000 SH   SOLE   114,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 685 71,000 SH   SOLE   71,000 0 0
TETRA TECH INC NEW COM 88162G103 1,737 15,000 SH   SOLE   15,000 0 0
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THOR INDS INC COM 885160101 2,418 26,000 SH   SOLE   26,000 0 0
360 DIGITECH INC AMERICAN DEP 88557W101 33 2,765 SH   SOLE   2,765 0 0
3M CO COM 88579Y101 4,020 23,000 SH   SOLE   23,000 0 0
TIMKEN CO COM 887389104 2,265 29,279 SH   SOLE   29,279 0 0
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TORO CO COM 891092108 2,352 24,800 SH   SOLE   24,800 0 0
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21VIANET GROUP INC SPONSORED ADS A 90138A103 842 24,286 SH   SOLE   24,286 0 0
TWILIO INC CL A 90138F102 18,678 55,180 SH   SOLE   55,180 0 0
TWITTER INC COM 90184L102 4,657 86,000 SH   SOLE   86,000 0 0
II-VI INC COM 902104108 3,266 43,000 SH   SOLE   43,000 0 0
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UNITEDHEALTH GROUP INC COM 91324P102 60,357 172,113 SH   SOLE   172,113 0 0
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VIKING THERAPEUTICS INC COM 92686J106 782 138,826 SH   SOLE   138,826 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 2,226 79,194 SH   SOLE   79,194 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 3,267 122,000 SH   SOLE   122,000 0 0
VISA INC COM CL A 92826C839 66,888 305,800 SH   SOLE   305,800 0 0
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WELLS FARGO CO NEW COM 949746101 32,730 1,084,479 SH   SOLE   1,084,479 0 0
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WESTROCK CO COM 96145D105 3,352 77,000 SH   SOLE   77,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 4,158 124,000 SH   SOLE   124,000 0 0
WHITING PETE CORP NEW COM NEW 966387508 7,343 293,707 SH   SOLE   293,707 0 0
WOODWARD INC COM 980745103 2,309 19,000 SH   SOLE   19,000 0 0
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WPX ENERGY INC COM 98212B103 2,579 316,478 SH   SOLE   316,478 0 0
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XPENG INC ADS 98422D105 1,114 26,000 SH   SOLE   26,000 0 0
YUM BRANDS INC COM 988498101 4,125 38,000 SH   SOLE   38,000 0 0
YUM CHINA HLDGS INC COM 98850P109 12,754 223,400 SH   SOLE   223,400 0 0
ZAI LAB LTD ADR 98887Q104 824 6,086 SH   SOLE   6,086 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 3,997 10,400 SH   SOLE   10,400 0 0
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AMCOR PLC ORD G0250X107 3,244 275,621 SH   SOLE   275,621 0 0
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AON PLC SHS CL A G0403H108 19,576 92,661 SH   SOLE   92,661 0 0
ARCH CAP GROUP LTD ORD G0450A105 2,078 57,623 SH   SOLE   57,623 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 10,923 219,215 SH   SOLE   219,215 0 0
EATON CORP PLC SHS G29183103 8,530 71,000 SH   SOLE   71,000 0 0
EVEREST RE GROUP LTD COM G3223R108 1,534 6,555 SH   SOLE   6,555 0 0
HOLLYSYS AUTOMATION TCHNGY L SHS G45667105 3,246 221,000 SH   SOLE   221,000 0 0
IHS MARKIT LTD SHS G47567105 5,659 63,000 SH   SOLE   63,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,088 6,590 SH   SOLE   6,590 0 0
LINDE PLC SHS G5494J103 26,509 100,600 SH   SOLE   100,600 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 15,502 326,092 SH   SOLE   326,092 0 0
MEDTRONIC PLC SHS G5960L103 50,424 430,459 SH   SOLE   430,459 0 0
APTIV PLC SHS G6095L109 13,550 104,000 SH   SOLE   104,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 2,245 88,300 SH   SOLE   88,300 0 0
NVENT ELECTRIC PLC SHS G6700G107 7,080 304,000 SH   SOLE   304,000 0 0
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SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 2,376 45,059 SH   SOLE   45,059 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 12,774 88,000 SH   SOLE   88,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 5,974 28,358 SH   SOLE   28,358 0 0
PERRIGO CO PLC SHS G97822103 748 16,723 SH   SOLE   16,723 0 0
XP INC CL A G98239109 2,142 54,000 SH   SOLE   54,000 0 0
CHUBB LIMITED COM H1467J104 21,255 138,092 SH   SOLE   138,092 0 0
GARMIN LTD SHS H2906T109 1,987 16,608 SH   SOLE   16,608 0 0
GLOBANT S A COM L44385109 3,917 18,000 SH   SOLE   18,000 0 0
NEOGAMES S A SHS L6673X107 1,010 26,587 SH   SOLE   26,587 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 4,826 29,866 SH   SOLE   29,866 0 0
FIVERR INTL LTD ORD SHS M4R82T106 771 3,954 SH   SOLE   3,954 0 0
KORNIT DIGITAL LTD SHS M6372Q113 1,011 11,346 SH   SOLE   11,346 0 0
RADA ELECTR INDS LTD COM PAR NEW M81863124 768 78,736 SH   SOLE   78,736 0 0
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YANDEX N V SHS CLASS A N97284108 3,834 55,101 SH   SOLE   55,101 0 0
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