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    <nameOfIssuer>58 COM INC</nameOfIssuer>
    <titleOfClass>SPON ADR REP A</titleOfClass>
    <cusip>31680Q104</cusip>
    <value>2880</value>
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      <Sole>40245</Sole>
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    <nameOfIssuer>ABB LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>000375204</cusip>
    <value>225</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8406</sshPrnamt>
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      <Sole>8406</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>4425</value>
    <shrsOrPrnAmt>
      <sshPrnamt>77528</sshPrnamt>
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    <votingAuthority>
      <Sole>77528</Sole>
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      <None>0</None>
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    <nameOfIssuer>ABERCROMBIE &amp; FITCH CO</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>002896207</cusip>
    <value>4259</value>
    <shrsOrPrnAmt>
      <sshPrnamt>244328</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>244328</Sole>
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      <None>0</None>
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    <nameOfIssuer>ABIOMED INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>003654100</cusip>
    <value>4528</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24159</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24159</Sole>
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      <None>0</None>
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    <nameOfIssuer>ADAMAS PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00548A106</cusip>
    <value>1072</value>
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      <sshPrnamt>31625</sshPrnamt>
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    <votingAuthority>
      <Sole>31625</Sole>
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      <None>0</None>
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    <nameOfIssuer>AEROJET ROCKETDYNE HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007800105</cusip>
    <value>1077</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34507</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>34507</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>AES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00130H105</cusip>
    <value>583</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53818</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>53818</Sole>
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      <None>0</None>
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    <nameOfIssuer>AETNA INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00817Y108</cusip>
    <value>13711</value>
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      <sshPrnamt>76009</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>76009</Sole>
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      <None>0</None>
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    <nameOfIssuer>AFFILIATED MANAGERS GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>008252108</cusip>
    <value>4004</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19510</sshPrnamt>
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    <votingAuthority>
      <Sole>19510</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>AIR LEASE CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>00912X302</cusip>
    <value>581</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12080</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12080</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>ALBEMARLE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>012653101</cusip>
    <value>15073</value>
    <shrsOrPrnAmt>
      <sshPrnamt>117858</sshPrnamt>
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    <votingAuthority>
      <Sole>117858</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALCOA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>013872106</cusip>
    <value>37620</value>
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    <votingAuthority>
      <Sole>698341</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>01609W102</cusip>
    <value>44244</value>
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    <votingAuthority>
      <Sole>256591</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALLEGHENY TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01741R102</cusip>
    <value>6294</value>
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      <sshPrnamt>260743</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>260743</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALLEGION PUB LTD CO</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G0176J109</cusip>
    <value>512</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6432</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>6432</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALLERGAN PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G0177J108</cusip>
    <value>68278</value>
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      <sshPrnamt>417401</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>417401</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALNYLAM PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02043Q107</cusip>
    <value>1653</value>
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      <sshPrnamt>13013</sshPrnamt>
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      <Sole>13013</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>193063</value>
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      <sshPrnamt>165086</sshPrnamt>
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      <Sole>165086</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMERICAN CAMPUS CMNTYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>024835100</cusip>
    <value>2354</value>
    <shrsOrPrnAmt>
      <sshPrnamt>57369</sshPrnamt>
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    <votingAuthority>
      <Sole>57369</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMERICAN FINL GROUP INC OHIO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>025932104</cusip>
    <value>1251</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11528</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11528</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>AMERICAN HOMES 4 RENT</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>02665T306</cusip>
    <value>3844</value>
    <shrsOrPrnAmt>
      <sshPrnamt>176013</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>176013</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>026874784</cusip>
    <value>21723</value>
    <shrsOrPrnAmt>
      <sshPrnamt>364603</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>364603</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AMERIPRISE FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03076C106</cusip>
    <value>7571</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44673</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>44673</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AMETEK INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>031100100</cusip>
    <value>1876</value>
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      <sshPrnamt>25882</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25882</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>031162100</cusip>
    <value>10288</value>
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      <sshPrnamt>59159</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>59159</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AMN HEALTHCARE SERVICES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>001744101</cusip>
    <value>380</value>
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      <sshPrnamt>7707</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7707</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ANAPTYSBIO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>032724106</cusip>
    <value>526</value>
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      <sshPrnamt>5224</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5224</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ANDEAVOR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03349M105</cusip>
    <value>2678</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23419</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>23419</Sole>
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      <None>0</None>
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    <nameOfIssuer>ANHEUSER BUSCH INBEV SA/NV</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>03524A108</cusip>
    <value>4984</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44676</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>44676</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ANSYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03662Q105</cusip>
    <value>10398</value>
    <shrsOrPrnAmt>
      <sshPrnamt>70454</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>70454</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ANTERO RES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03674X106</cusip>
    <value>9332</value>
    <shrsOrPrnAmt>
      <sshPrnamt>491149</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>491149</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ANTHEM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>036752103</cusip>
    <value>16061</value>
    <shrsOrPrnAmt>
      <sshPrnamt>71378</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>71378</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AON PLC</nameOfIssuer>
    <titleOfClass>SHS CL A</titleOfClass>
    <cusip>G0408V102</cusip>
    <value>13115</value>
    <shrsOrPrnAmt>
      <sshPrnamt>97874</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>97874</Sole>
      <Shared>0</Shared>
      <None>0</None>
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  <infoTable>
    <nameOfIssuer>APACHE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037411105</cusip>
    <value>2463</value>
    <shrsOrPrnAmt>
      <sshPrnamt>58331</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>58331</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>APARTMENT INVT &amp; MGMT CO</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>03748R101</cusip>
    <value>5648</value>
    <shrsOrPrnAmt>
      <sshPrnamt>129226</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>129226</Sole>
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      <None>0</None>
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    <nameOfIssuer>APPLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>32610</value>
    <shrsOrPrnAmt>
      <sshPrnamt>192698</sshPrnamt>
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      <Sole>192698</Sole>
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    <nameOfIssuer>ARCELORMITTAL SA LUXEMBOURG</nameOfIssuer>
    <titleOfClass>NY REGISTRY SH</titleOfClass>
    <cusip>03938L203</cusip>
    <value>4805</value>
    <shrsOrPrnAmt>
      <sshPrnamt>148715</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>148715</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ARCH CAP GROUP LTD</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>G0450A105</cusip>
    <value>2222</value>
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      <sshPrnamt>24475</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24475</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ARCH COAL INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>039380407</cusip>
    <value>417</value>
    <shrsOrPrnAmt>
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    <nameOfIssuer>BROOKFIELD ASSET MGMT INC</nameOfIssuer>
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    <nameOfIssuer>BUILDERS FIRSTSOURCE INC</nameOfIssuer>
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    <cusip>127387108</cusip>
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    <nameOfIssuer>CELANESE CORP DEL</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>15135B101</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>16359R103</cusip>
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    <nameOfIssuer>CIMPRESS N V</nameOfIssuer>
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    <nameOfIssuer>CINCINNATI FINL CORP</nameOfIssuer>
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    <cusip>172908105</cusip>
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    <nameOfIssuer>CIRRUS LOGIC INC</nameOfIssuer>
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    <nameOfIssuer>CISCO SYS INC</nameOfIssuer>
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    <cusip>17275R102</cusip>
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    <nameOfIssuer>CLOROX CO DEL</nameOfIssuer>
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    <nameOfIssuer>COGNEX CORP</nameOfIssuer>
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    <cusip>192422103</cusip>
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    <nameOfIssuer>COMMERCIAL METALS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>201723103</cusip>
    <value>636</value>
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      <Sole>29834</Sole>
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    <nameOfIssuer>COMPASS MINERALS INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20451N101</cusip>
    <value>4600</value>
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      <Sole>63662</Sole>
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    <cusip>206787103</cusip>
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    <cusip>21036P108</cusip>
    <value>19121</value>
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    <cusip>216648402</cusip>
    <value>14773</value>
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    <titleOfClass>CL A</titleOfClass>
    <cusip>P31076105</cusip>
    <value>1312</value>
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      <Sole>9788</Sole>
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    <nameOfIssuer>COPART INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>217204106</cusip>
    <value>297</value>
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      <sshPrnamt>6868</sshPrnamt>
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      <Sole>358247</Sole>
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      <None>0</None>
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    <nameOfIssuer>CORPORATE OFFICE PPTYS TR</nameOfIssuer>
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    <cusip>22002T108</cusip>
    <value>4263</value>
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    <votingAuthority>
      <Sole>145996</Sole>
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      <None>0</None>
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    <cusip>22160N109</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1450</Sole>
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      <None>0</None>
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    <nameOfIssuer>COSTCO WHSL CORP NEW</nameOfIssuer>
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    <cusip>22160K105</cusip>
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    <votingAuthority>
      <Sole>175092</Sole>
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      <None>0</None>
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    <cusip>224399105</cusip>
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      <Sole>19020</Sole>
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    <nameOfIssuer>CREDIT ACCEP CORP MICH</nameOfIssuer>
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    <cusip>225310101</cusip>
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      <sshPrnamt>26659</sshPrnamt>
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    <votingAuthority>
      <Sole>26659</Sole>
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      <None>0</None>
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      <sshPrnamt>561783</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>115165</Sole>
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      <None>0</None>
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    <nameOfIssuer>CROWN CASTLE INTL CORP NEW</nameOfIssuer>
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    <cusip>22822V101</cusip>
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      <Sole>80102</Sole>
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      <None>0</None>
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    <votingAuthority>
      <Sole>10500</Sole>
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    <nameOfIssuer>CTRIP COM INTL LTD</nameOfIssuer>
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    <cusip>22943F100</cusip>
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      <sshPrnamt>806465</sshPrnamt>
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      <Sole>806465</Sole>
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      <None>0</None>
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    <nameOfIssuer>CUBESMART</nameOfIssuer>
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    <cusip>229663109</cusip>
    <value>827</value>
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      <sshPrnamt>28605</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>28605</Sole>
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    <nameOfIssuer>CULLEN FROST BANKERS INC</nameOfIssuer>
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      <Sole>7902</Sole>
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    <nameOfIssuer>D R HORTON INC</nameOfIssuer>
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    <cusip>23331A109</cusip>
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      <Sole>47882</Sole>
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      <None>0</None>
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    <nameOfIssuer>DANA INCORPORATED</nameOfIssuer>
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      <sshPrnamt>222710</sshPrnamt>
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      <Sole>222710</Sole>
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    <nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25278X109</cusip>
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      <sshPrnamt>13025</sshPrnamt>
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    <votingAuthority>
      <Sole>13025</Sole>
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      <None>0</None>
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    <nameOfIssuer>DISH NETWORK CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>25470M109</cusip>
    <value>20006</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>418981</Sole>
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      <None>0</None>
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    <nameOfIssuer>DXC TECHNOLOGY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23355L106</cusip>
    <value>20443</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>215415</Sole>
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      <None>0</None>
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    <nameOfIssuer>DYCOM INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>267475101</cusip>
    <value>8871</value>
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      <sshPrnamt>79608</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>79608</Sole>
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      <None>0</None>
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    <nameOfIssuer>E TRADE FINANCIAL CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>269246401</cusip>
    <value>18755</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>378359</Sole>
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    <nameOfIssuer>EAST WEST BANCORP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>27579R104</cusip>
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    <nameOfIssuer>EATON CORP PLC</nameOfIssuer>
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    <cusip>G29183103</cusip>
    <value>5127</value>
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      <Sole>64890</Sole>
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    <nameOfIssuer>EATON VANCE CORP</nameOfIssuer>
    <titleOfClass>COM NON VTG</titleOfClass>
    <cusip>278265103</cusip>
    <value>428</value>
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    <votingAuthority>
      <Sole>7586</Sole>
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    <nameOfIssuer>ELDORADO RESORTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>28470R102</cusip>
    <value>2197</value>
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      <Sole>66279</Sole>
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    <nameOfIssuer>ELECTRONIC ARTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>285512109</cusip>
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      <Sole>124135</Sole>
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    <nameOfIssuer>EMBRAER S A</nameOfIssuer>
    <titleOfClass>SP ADR REP 4 COM</titleOfClass>
    <cusip>29082A107</cusip>
    <value>871</value>
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    <votingAuthority>
      <Sole>36381</Sole>
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      <None>0</None>
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    <nameOfIssuer>EMCOR GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29084Q100</cusip>
    <value>3229</value>
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      <Sole>39502</Sole>
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    <nameOfIssuer>ENERGEN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29265N108</cusip>
    <value>255</value>
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      <sshPrnamt>4432</sshPrnamt>
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      <Sole>4432</Sole>
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    <nameOfIssuer>ESPERION THERAPEUTICS INC NE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29664W105</cusip>
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    <votingAuthority>
      <Sole>67666</Sole>
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    <nameOfIssuer>ESSEX PPTY TR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>297178105</cusip>
    <value>15299</value>
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      <sshPrnamt>63383</sshPrnamt>
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    <votingAuthority>
      <Sole>63383</Sole>
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    <nameOfIssuer>ETSY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29786A106</cusip>
    <value>5730</value>
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      <sshPrnamt>280199</sshPrnamt>
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      <Sole>280199</Sole>
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    <nameOfIssuer>EVEREST RE GROUP LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G3223R108</cusip>
    <value>21595</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>97599</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXACT SCIENCES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30063P105</cusip>
    <value>8534</value>
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      <sshPrnamt>162424</sshPrnamt>
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    <votingAuthority>
      <Sole>162424</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXPEDIA INC DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30212P303</cusip>
    <value>11009</value>
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      <Sole>91916</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302130109</cusip>
    <value>1322</value>
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      <sshPrnamt>20437</sshPrnamt>
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    <votingAuthority>
      <Sole>20437</Sole>
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  <infoTable>
    <nameOfIssuer>EXTRA SPACE STORAGE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30225T102</cusip>
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      <Sole>40604</Sole>
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      <None>0</None>
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    <nameOfIssuer>FEDERAL REALTY INVT TR</nameOfIssuer>
    <titleOfClass>SH BEN INT NEW</titleOfClass>
    <cusip>313747206</cusip>
    <value>9705</value>
    <shrsOrPrnAmt>
      <sshPrnamt>73072</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>73072</Sole>
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      <None>0</None>
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    <nameOfIssuer>FERRARI N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N3167Y103</cusip>
    <value>8359</value>
    <shrsOrPrnAmt>
      <sshPrnamt>79727</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>79727</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FIAT CHRYSLER AUTOMOBILES N</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>N31738102</cusip>
    <value>15128</value>
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      <Sole>847967</Sole>
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      <None>0</None>
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    <nameOfIssuer>FIBRIA CELULOSE S A</nameOfIssuer>
    <titleOfClass>SP ADR REP COM</titleOfClass>
    <cusip>31573A109</cusip>
    <value>1678</value>
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      <sshPrnamt>114182</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <titleOfClass>COM</titleOfClass>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14559</Sole>
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      <None>0</None>
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    <nameOfIssuer>FIRST DATA CORP NEW</nameOfIssuer>
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    <cusip>32008D106</cusip>
    <value>4447</value>
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    <votingAuthority>
      <Sole>266099</Sole>
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      <None>0</None>
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    <nameOfIssuer>FIRST REP BK SAN FRANCISCO C</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33616C100</cusip>
    <value>5806</value>
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      <sshPrnamt>67015</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>67015</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>336433107</cusip>
    <value>19991</value>
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      <sshPrnamt>296079</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>296079</Sole>
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      <None>0</None>
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    <nameOfIssuer>FIVE BELOW INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33829M101</cusip>
    <value>7817</value>
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      <sshPrnamt>117863</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>117863</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>302445101</cusip>
    <value>2434</value>
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      <sshPrnamt>52213</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>52213</Sole>
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      <None>0</None>
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    <nameOfIssuer>FNB CORP PA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302520101</cusip>
    <value>1966</value>
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      <sshPrnamt>142278</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>142278</Sole>
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      <None>0</None>
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    <cusip>34959E109</cusip>
    <value>587</value>
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      <sshPrnamt>13434</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13434</Sole>
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      <None>0</None>
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    <nameOfIssuer>FORTUNE BRANDS HOME &amp; SEC IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34964C106</cusip>
    <value>1532</value>
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      <sshPrnamt>22391</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22391</Sole>
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      <None>0</None>
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    <nameOfIssuer>FRANKLIN RES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>354613101</cusip>
    <value>1386</value>
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      <sshPrnamt>31989</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>31989</Sole>
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      <None>0</None>
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    <nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>35671D857</cusip>
    <value>38079</value>
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      <sshPrnamt>2008369</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2008369</Sole>
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      <None>0</None>
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    <nameOfIssuer>GAMESTOP CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>36467W109</cusip>
    <value>283</value>
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      <sshPrnamt>15785</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15785</Sole>
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      <None>0</None>
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    <nameOfIssuer>GARDNER DENVER HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36555P107</cusip>
    <value>1934</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>56996</Sole>
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      <None>0</None>
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    <nameOfIssuer>GARMIN LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>H2906T109</cusip>
    <value>4938</value>
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      <Sole>82892</Sole>
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      <None>0</None>
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    <nameOfIssuer>GENERAL DYNAMICS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369550108</cusip>
    <value>2674</value>
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      <sshPrnamt>13144</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13144</Sole>
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      <None>0</None>
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    <nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369604103</cusip>
    <value>194028</value>
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      <sshPrnamt>11119071</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11119071</Sole>
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      <None>0</None>
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    <nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37045V100</cusip>
    <value>92577</value>
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      <sshPrnamt>2258536</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2258536</Sole>
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      <None>0</None>
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    <nameOfIssuer>GLAXOSMITHKLINE PLC</nameOfIssuer>
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    <cusip>37733W105</cusip>
    <value>12141</value>
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      <sshPrnamt>342289</sshPrnamt>
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    <votingAuthority>
      <Sole>342289</Sole>
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      <None>0</None>
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    <nameOfIssuer>GLOBUS MED INC</nameOfIssuer>
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    <cusip>379577208</cusip>
    <value>1945</value>
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      <sshPrnamt>47323</sshPrnamt>
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      <Sole>47323</Sole>
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    <nameOfIssuer>GOLAR LNG LTD BERMUDA</nameOfIssuer>
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    <cusip>G9456A100</cusip>
    <value>671</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22496</Sole>
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      <None>0</None>
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    <nameOfIssuer>GRAMERCY PPTY TR</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>385002308</cusip>
    <value>604</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22646</sshPrnamt>
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      <Sole>22646</Sole>
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      <None>0</None>
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    <nameOfIssuer>GRAND CANYON ED INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38526M106</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28224</Sole>
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      <None>0</None>
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    <nameOfIssuer>GRAPHIC PACKAGING HLDG CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>388689101</cusip>
    <value>7827</value>
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      <Sole>506610</Sole>
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    <nameOfIssuer>GRUBHUB INC</nameOfIssuer>
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    <cusip>400110102</cusip>
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    <nameOfIssuer>GRUPO FINANCIERO GALICIA S A</nameOfIssuer>
    <titleOfClass>SP ADR 10 SH B</titleOfClass>
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    <value>3466</value>
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    <votingAuthority>
      <Sole>52632</Sole>
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      <None>0</None>
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    <nameOfIssuer>HAEMONETICS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>405024100</cusip>
    <value>1023</value>
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      <Sole>17608</Sole>
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    <nameOfIssuer>HASBRO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>6506</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>71578</Sole>
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      <None>0</None>
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    <nameOfIssuer>HCP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40414L109</cusip>
    <value>11328</value>
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    <nameOfIssuer>HDFC BANK LTD</nameOfIssuer>
    <titleOfClass>ADR REPS 3 SHS</titleOfClass>
    <cusip>40415F101</cusip>
    <value>7294</value>
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      <sshPrnamt>71745</sshPrnamt>
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      <Sole>71745</Sole>
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    <nameOfIssuer>HEALTHCARE SVCS GRP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>421906108</cusip>
    <value>271</value>
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    <votingAuthority>
      <Sole>5140</Sole>
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      <None>0</None>
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    <nameOfIssuer>HESS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42809H107</cusip>
    <value>443</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>9323</Sole>
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      <None>0</None>
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    <nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42824C109</cusip>
    <value>174</value>
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    <votingAuthority>
      <Sole>12094</Sole>
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      <None>0</None>
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    <nameOfIssuer>HEXCEL CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>428291108</cusip>
    <value>4481</value>
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      <sshPrnamt>72454</sshPrnamt>
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      <Sole>72454</Sole>
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      <None>0</None>
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    <nameOfIssuer>HILL ROM HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>431475102</cusip>
    <value>2099</value>
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      <sshPrnamt>24906</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24906</Sole>
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      <None>0</None>
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    <nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43300A203</cusip>
    <value>4521</value>
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      <sshPrnamt>56607</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>56607</Sole>
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      <None>0</None>
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    <nameOfIssuer>HIMAX TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>43289P106</cusip>
    <value>1185</value>
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      <Sole>113744</Sole>
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  <infoTable>
    <nameOfIssuer>HOST HOTELS &amp; RESORTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44107P104</cusip>
    <value>8945</value>
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      <sshPrnamt>450631</sshPrnamt>
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      <Sole>450631</Sole>
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      <None>0</None>
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    <nameOfIssuer>HP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40434L105</cusip>
    <value>2257</value>
    <shrsOrPrnAmt>
      <sshPrnamt>107419</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>107419</Sole>
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      <None>0</None>
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    <nameOfIssuer>HSBC HLDGS PLC</nameOfIssuer>
    <titleOfClass>SPON ADR NEW</titleOfClass>
    <cusip>404280406</cusip>
    <value>5440</value>
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      <sshPrnamt>105349</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>105349</Sole>
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      <None>0</None>
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    <nameOfIssuer>HUBSPOT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>443573100</cusip>
    <value>3951</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44695</sshPrnamt>
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    <cusip>456788108</cusip>
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    <cusip>456837103</cusip>
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    <nameOfIssuer>INTEGRATED DEVICE TECHNOLOGY</nameOfIssuer>
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    <cusip>458118106</cusip>
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    <nameOfIssuer>INTERCEPT PHARMACEUTICALS IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45845P108</cusip>
    <value>959</value>
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    <nameOfIssuer>INTERNATIONAL GAME TECHNOLOG</nameOfIssuer>
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    <value>1494</value>
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    <nameOfIssuer>INTL PAPER CO</nameOfIssuer>
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    <cusip>G491BT108</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <cusip>497266106</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>500255104</cusip>
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    <nameOfIssuer>KONINKLIJKE PHILIPS N V</nameOfIssuer>
    <titleOfClass>NY REG SH NEW</titleOfClass>
    <cusip>500472303</cusip>
    <value>10305</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>50420D108</cusip>
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    <cusip>50540R409</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>515098101</cusip>
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    <nameOfIssuer>LAS VEGAS SANDS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>517834107</cusip>
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    <nameOfIssuer>LASALLE HOTEL PPTYS</nameOfIssuer>
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    <cusip>517942108</cusip>
    <value>2567</value>
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    <cusip>524901105</cusip>
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    <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
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    <nameOfIssuer>MACOM TECH SOLUTIONS HLDGS I</nameOfIssuer>
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    <nameOfIssuer>MACQUARIE INFRASTRUCTURE COR</nameOfIssuer>
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    <nameOfIssuer>MANULIFE FINL CORP</nameOfIssuer>
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    <nameOfIssuer>MARATHON PETE CORP</nameOfIssuer>
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    <nameOfIssuer>MARRIOTT VACATIONS WRLDWDE C</nameOfIssuer>
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    <nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
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    <nameOfIssuer>MELCO RESORT ENTERTAINMENT L</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
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    <value>3384</value>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>MOLSON COORS BREWING CO</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>60871R209</cusip>
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    <nameOfIssuer>MONSTER BEVERAGE CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>61174X109</cusip>
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    <nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
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    <value>13556</value>
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    <nameOfIssuer>MYRIAD GENETICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>62855J104</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>636518102</cusip>
    <value>1714</value>
    <shrsOrPrnAmt>
      <sshPrnamt>41170</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>41170</Sole>
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      <None>0</None>
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    <nameOfIssuer>NATIONAL OILWELL VARCO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>637071101</cusip>
    <value>609</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16898</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16898</Sole>
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      <None>0</None>
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    <nameOfIssuer>NATIONAL RETAIL PPTYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>637417106</cusip>
    <value>6713</value>
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      <sshPrnamt>155652</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>155652</Sole>
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      <None>0</None>
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    <nameOfIssuer>NAVISTAR INTL CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>63934E108</cusip>
    <value>3918</value>
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      <sshPrnamt>91370</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>91370</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEKTAR THERAPEUTICS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>640268108</cusip>
    <value>9231</value>
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      <sshPrnamt>154564</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>154564</Sole>
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      <None>0</None>
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    <nameOfIssuer>NETAPP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110D104</cusip>
    <value>25168</value>
    <shrsOrPrnAmt>
      <sshPrnamt>454954</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>454954</Sole>
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      <None>0</None>
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    <cusip>64110W102</cusip>
    <value>67507</value>
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      <sshPrnamt>195632</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>195632</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>64111Q104</cusip>
    <value>280</value>
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      <sshPrnamt>4762</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4762</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEUROCRINE BIOSCIENCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64125C109</cusip>
    <value>10921</value>
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      <sshPrnamt>140756</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>140756</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEW ORIENTAL ED &amp; TECH GRP I</nameOfIssuer>
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    <cusip>647581107</cusip>
    <value>1832</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19488</sshPrnamt>
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    <votingAuthority>
      <Sole>19488</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEW RESIDENTIAL INVT CORP</nameOfIssuer>
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    <cusip>64828T201</cusip>
    <value>1249</value>
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      <sshPrnamt>69842</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>69842</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEWELL BRANDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>651229106</cusip>
    <value>18947</value>
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      <sshPrnamt>613168</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>613168</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEWS CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>65249B109</cusip>
    <value>5409</value>
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      <sshPrnamt>333688</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>333688</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEXSTAR MEDIA GROUP INC</nameOfIssuer>
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    <cusip>65336K103</cusip>
    <value>722</value>
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      <sshPrnamt>9230</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9230</Sole>
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      <None>0</None>
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    <nameOfIssuer>NIELSEN HLDGS PLC</nameOfIssuer>
    <titleOfClass>SHS EUR</titleOfClass>
    <cusip>G6518L108</cusip>
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      <sshPrnamt>394280</sshPrnamt>
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    <votingAuthority>
      <Sole>394280</Sole>
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      <None>0</None>
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    <nameOfIssuer>NIKE INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>654106103</cusip>
    <value>793</value>
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      <sshPrnamt>12683</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12683</Sole>
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      <None>0</None>
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    <nameOfIssuer>NOBLE ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>655044105</cusip>
    <value>262</value>
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      <sshPrnamt>9006</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9006</Sole>
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      <None>0</None>
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    <nameOfIssuer>NORDSON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>655663102</cusip>
    <value>2373</value>
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      <sshPrnamt>16209</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16209</Sole>
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      <None>0</None>
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    <nameOfIssuer>NORFOLK SOUTHERN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>655844108</cusip>
    <value>1200</value>
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      <sshPrnamt>8282</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>8282</Sole>
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      <None>0</None>
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    <nameOfIssuer>NOVO-NORDISK A S</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>670100205</cusip>
    <value>6873</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>128068</Sole>
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    <nameOfIssuer>NRG ENERGY INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>629377508</cusip>
    <value>22548</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <nameOfIssuer>NU SKIN ENTERPRISES INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>67018T105</cusip>
    <value>1681</value>
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    <cusip>67059N108</cusip>
    <value>3969</value>
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    <nameOfIssuer>NVR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>62944T105</cusip>
    <value>10665</value>
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    <votingAuthority>
      <Sole>3040</Sole>
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    <nameOfIssuer>OLD DOMINION FGHT LINES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>679580100</cusip>
    <value>4701</value>
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      <sshPrnamt>35735</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35735</Sole>
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      <None>0</None>
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    <nameOfIssuer>OLIN CORP</nameOfIssuer>
    <titleOfClass>COM PAR $1</titleOfClass>
    <cusip>680665205</cusip>
    <value>8289</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>232974</Sole>
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      <None>0</None>
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    <nameOfIssuer>OLLIES BARGAIN OUTLT HLDGS I</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>681116109</cusip>
    <value>2740</value>
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      <sshPrnamt>51448</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>51448</Sole>
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      <None>0</None>
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    <nameOfIssuer>PACCAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693718108</cusip>
    <value>1008</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14178</Sole>
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      <None>0</None>
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    <nameOfIssuer>PACKAGING CORP AMER</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>695156109</cusip>
    <value>4727</value>
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      <sshPrnamt>39208</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>39208</Sole>
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      <None>0</None>
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    <nameOfIssuer>PACWEST BANCORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>695263103</cusip>
    <value>1057</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20977</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20977</Sole>
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      <None>0</None>
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    <nameOfIssuer>PAPA JOHNS INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>698813102</cusip>
    <value>4145</value>
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      <sshPrnamt>73874</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>73874</Sole>
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      <None>0</None>
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    <nameOfIssuer>PARKER HANNIFIN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>701094104</cusip>
    <value>5379</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26951</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26951</Sole>
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      <None>0</None>
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    <nameOfIssuer>PEABODY ENERGY CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>704551100</cusip>
    <value>2602</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66089</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66089</Sole>
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      <None>0</None>
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    <nameOfIssuer>PEBBLEBROOK HOTEL TR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>70509V100</cusip>
    <value>560</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15076</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15076</Sole>
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      <None>0</None>
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    <nameOfIssuer>PENTAIR PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G7S00T104</cusip>
    <value>1957</value>
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      <sshPrnamt>27709</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27709</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>PHYSICIANS RLTY TR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>71943U104</cusip>
    <value>2734</value>
    <shrsOrPrnAmt>
      <sshPrnamt>151981</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>151981</Sole>
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      <None>0</None>
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    <nameOfIssuer>PILGRIMS PRIDE CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>72147K108</cusip>
    <value>1351</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43510</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>43510</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PINNACLE FINL PARTNERS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>72346Q104</cusip>
    <value>401</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6055</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6055</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>PINNACLE FOODS INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>72348P104</cusip>
    <value>6358</value>
    <shrsOrPrnAmt>
      <sshPrnamt>106905</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>106905</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>PLANET FITNESS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>72703H101</cusip>
    <value>537</value>
    <shrsOrPrnAmt>
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    <cusip>731068102</cusip>
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    <cusip>74460D109</cusip>
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      <Sole>82387</Sole>
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      <None>0</None>
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    <value>328</value>
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      <None>0</None>
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    <nameOfIssuer>QUANTA SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74762E102</cusip>
    <value>1047</value>
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      <Sole>26766</Sole>
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    <nameOfIssuer>RANGE RES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75281A109</cusip>
    <value>904</value>
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      <Sole>52986</Sole>
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    <titleOfClass>COM</titleOfClass>
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      <Sole>17560</Sole>
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    <nameOfIssuer>REALOGY HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75605Y106</cusip>
    <value>1111</value>
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      <sshPrnamt>41941</sshPrnamt>
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      <Sole>41941</Sole>
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    <nameOfIssuer>REALTY INCOME CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>604</value>
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      <Sole>10587</Sole>
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    <nameOfIssuer>REGENCY CTRS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>758849103</cusip>
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      <sshPrnamt>95837</sshPrnamt>
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      <Sole>95837</Sole>
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    <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
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    <cusip>75886F107</cusip>
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    <nameOfIssuer>RENAISSANCERE HOLDINGS LTD</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>761152107</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>76169B102</cusip>
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    <nameOfIssuer>RH</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74967X103</cusip>
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    <cusip>76680R206</cusip>
    <value>937</value>
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    <cusip>767204100</cusip>
    <value>11445</value>
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    <nameOfIssuer>RLJ LODGING TR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74965L101</cusip>
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    <nameOfIssuer>ROGERS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>775133101</cusip>
    <value>384</value>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ROYAL BK CDA MONTREAL QUE</nameOfIssuer>
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    <cusip>780087102</cusip>
    <value>4895</value>
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    <nameOfIssuer>ROYAL CARIBBEAN CRUISES LTD</nameOfIssuer>
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    <cusip>V7780T103</cusip>
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    <cusip>780259107</cusip>
    <value>1218</value>
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    <titleOfClass>SPONS ADR A</titleOfClass>
    <cusip>780259206</cusip>
    <value>1342</value>
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    <nameOfIssuer>RPC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>749660106</cusip>
    <value>3493</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <nameOfIssuer>RPM INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>749685103</cusip>
    <value>1006</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19192</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19192</Sole>
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      <None>0</None>
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    <nameOfIssuer>RYDER SYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>783549108</cusip>
    <value>1734</value>
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      <Sole>20600</Sole>
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    <nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78409V104</cusip>
    <value>1341</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>7918</Sole>
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    <nameOfIssuer>SABRA HEALTH CARE REIT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78573L106</cusip>
    <value>4902</value>
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    <votingAuthority>
      <Sole>261149</Sole>
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      <None>0</None>
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    <nameOfIssuer>SAGE THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78667J108</cusip>
    <value>8879</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>53908</Sole>
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    <nameOfIssuer>SANGAMO THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>800677106</cusip>
    <value>3402</value>
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      <sshPrnamt>207433</sshPrnamt>
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