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682189105 6527 322979 SH SOLE 322979 0 0 ONEOK INC NEW COM 682680103 2243 32600 SH SOLE 32600 0 0 OPEN TEXT CORP COM 683715106 446 10794 SH SOLE 10794 0 0 PNC FINL SVCS GROUP INC COM 693475105 21607 157394 SH SOLE 157394 0 0 PPG INDS INC COM 693506107 21170 181386 SH SOLE 181386 0 0 PVH CORP COM 693656100 14764 156000 SH SOLE 156000 0 0 PACCAR INC COM 693718108 1971 27500 SH Put SOLE 27500 0 0 PACKAGING CORP AMER COM 695156109 515 5400 SH SOLE 5400 0 0 PALO ALTO NETWORKS INC COM 697435105 122 600 SH SOLE 600 0 0 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1054 30390 SH SOLE 30390 0 0 PARKER HANNIFIN CORP COM 701094104 39428 231914 SH SOLE 231914 0 0 PARSLEY ENERGY INC CL A 701877102 241 12700 SH SOLE 12700 0 0 PAYCHEX INC COM 704326107 10862 132000 SH SOLE 132000 0 0 PEMBINA PIPELINE CORP COM 706327103 9483 254200 SH SOLE 254200 0 0 PEPSICO INC COM 713448108 168062 1281644 SH SOLE 1281644 0 0 PERKINELMER INC COM 714046109 2996 31100 SH SOLE 31100 0 0 PFIZER INC COM 717081103 188684 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ENERGY COM 816851109 41263 300226 SH SOLE 300226 0 0 SHERWIN WILLIAMS CO COM 824348106 53279 116256 SH SOLE 116256 0 0 SIMON PPTY GROUP INC NEW COM 828806109 32712 204759 SH SOLE 204759 0 0 SMITH A O CORP COM 831865209 4249 90100 SH SOLE 90100 0 0 SOUTHERN CO COM 842587107 29807 539204 SH SOLE 539204 0 0 SOUTHWEST AIRLS CO COM 844741108 14174 279131 SH SOLE 279131 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4984 61246 SH SOLE 61246 0 0 SPLUNK INC COM 848637104 5093 40500 SH SOLE 40500 0 0 SQUARE INC CL A 852234103 57335 790500 SH SOLE 790500 0 0 STANLEY BLACK & DECKER INC COM 854502101 35365 244554 SH SOLE 244554 0 0 STARBUCKS CORP COM 855244109 54875 654600 SH SOLE 654600 0 0 STATE STR CORP COM 857477103 12239 218312 SH SOLE 218312 0 0 STEEL DYNAMICS INC COM 858119100 18 600 SH SOLE 600 0 0 STRYKER 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 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