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
ACCENTURE PLC IRELAND SHS CLASS A STOCK G1151C101 77,556 550 SH   SOLE 1 550 0 0
AIR PRODS CHEMS INC COM STOCK 009158106 16,919,526 105,714 SH   SOLE 1 105,714 0 0
ALBEMARLE CORP COM STOCK 012653101 172,945 2,244 SH   SOLE 1 2,244 0 0
ALEXION PHARMACEUTICALS INC COM STOCK 015351109 1,436,839 14,758 SH   SOLE 1 14,758 0 0
ALLEGION PUB LTD CO ORD SHS STOCK G0176J109 77,956 978 SH   SOLE 1 978 0 0
ALLERGAN PLC SHS STOCK G0177J108 77,389 579 SH   SOLE 1 579 0 0
AMERICAN EXPRESS CO COM STOCK 025816109 77,400 812 SH   SOLE 1 812 0 0
AMERISOURCEBERGEN CORP COM STOCK 03073E105 73,061 982 SH   SOLE 1 982 0 0
AON PLC SHS CL A STOCK G0408V102 77,477 533 SH   SOLE 1 533 0 0
APPTIO INC CL A STOCK 03835C108 1,773,795 46,728 SH   SOLE 1 46,728 0 0
APTIV PLC SHS STOCK G6095L109 217,527 3,533 SH   SOLE 1 3,533 0 0
ARCHER DANIELS MIDLAND CO COM STOCK 039483102 215,994 5,272 SH   SOLE 1 5,272 0 0
ARRIS INTL INC SHS STOCK G0551A103 629,436 20,590 SH   SOLE 1 20,590 0 0
ASHLAND GLOBAL HLDGS INC COM STOCK 044186104 10,597,521 149,345 SH   SOLE 1 149,345 0 0
ASPEN INSURANCE HOLDINGS LTD SHS STOCK G05384105 254,081 6,051 SH   SOLE 1 6,051 0 0
ATT INC COM STOCK 00206R102 11,082,310 388,308 SH   SOLE 1 388,308 0 0
AVANGRID INC COM STOCK 05351W103 1,055,446 21,071 SH   SOLE 1 21,071 0 0
AXALTA COATING SYS LTD COM STOCK G0750C108 1,066,477 45,537 SH   SOLE 1 45,537 0 0
BELMOND LTD CL A STOCK G1154H107 2,203,516 88,035 SH   SOLE 1 88,035 0 0
BEST BUY INC COM STOCK 086516101 75,309 1,422 SH   SOLE 1 1,422 0 0
BOSTON PROPERTIES INC COM STOCK 101121101 77,209 686 SH   SOLE 1 686 0 0
BRISTOL MYERS SQUIBB CO COM STOCK 110122108 3,035,268 58,393 SH   SOLE 1 58,393 0 0
CAPITAL ONE FINL CORP COM STOCK 14040H105 209,687 2,774 SH   SOLE 1 2,774 0 0
CARNIVAL CORP UNIT 99/99/9999 STOCK 143658300 78,042 1,583 SH   SOLE 1 1,583 0 0
CBS CORP NEW CL B STOCK 124857202 66,629 1,524 SH   SOLE 1 1,524 0 0
CELGENE CORP COM STOCK 151020104 201,755 3,148 SH   SOLE 1 3,148 0 0
CENTENE CORP DEL COM STOCK 15135B101 78,173 678 SH   SOLE 1 678 0 0
CENTURYLINK INC COM STOCK 156700106 288,759 19,060 SH   SOLE 1 19,060 0 0
CITIGROUP INC COM NEW STOCK 172967424 39,409 757 SH   SOLE 1 757 0 0
CITIZENS FINL GROUP INC COM STOCK 174610105 42,306 1,423 SH   SOLE 1 1,423 0 0
COMERICA INC COM STOCK 200340107 42,725 622 SH   SOLE 1 622 0 0
CONCHO RES INC COM STOCK 20605P101 65,066 633 SH   SOLE 1 633 0 0
CONSTELLATION BRANDS INC CL A STOCK 21036P108 185,104 1,151 SH   SOLE 1 1,151 0 0
COSTCO WHSL CORP NEW COM STOCK 22160K105 77,817 382 SH   SOLE 1 382 0 0
CRITEO S A SPONS ADS STOCK 226718104 806,560 35,500 SH   SOLE 1 35,500 0 0
CYTOMX THERAPEUTICS INC COM STOCK 23284F105 755,000 50,000 SH   SOLE 1 50,000 0 0
DAVITA INC COM STOCK 23918K108 296,049 5,753 SH   SOLE 1 5,753 0 0
DBV TECHNOLOGIES S A SPONSORED ADR STOCK 23306J101 898,800 140,000 SH   SOLE 1 140,000 0 0
DELTA AIR LINES INC DEL COM NEW STOCK 247361702 76,597 1,535 SH   SOLE 1 1,535 0 0
DISCOVERY INC COM SER A STOCK 25470F104 68,654 2,775 SH   SOLE 1 2,775 0 0
DOMINION ENERGY INC COM STOCK 25746U109 1,761,060 24,644 SH   SOLE 1 24,644 0 0
DOVER CORP COM STOCK 260003108 77,974 1,099 SH   SOLE 1 1,099 0 0
DUN BRADSTREET CORP DEL NE COM STOCK 26483E100 4,282,200 30,000 SH   SOLE 1 30,000 0 0
DXC TECHNOLOGY CO COM STOCK 23355L106 196,197 3,690 SH   SOLE 1 3,690 0 0
ELECTRONIC ARTS INC COM STOCK 285512109 202,878 2,571 SH   SOLE 1 2,571 0 0
EMERSON ELEC CO COM STOCK 291011104 43,438 727 SH   SOLE 1 727 0 0
ENCANA CORP COM STOCK 292505104 1,156,000 200,000 SH   SOLE 1 200,000 0 0
EOG RES INC COM STOCK 26875P101 261,804 3,002 SH   SOLE 1 3,002 0 0
EQUIFAX INC COM STOCK 294429105 41,070 441 SH   SOLE 1 441 0 0
EXELON CORP COM STOCK 30161N101 1,160,378 25,729 SH   SOLE 1 25,729 0 0
FIRSTENERGY CORP COM STOCK 337932107 1,842,766 49,075 SH   SOLE 1 49,075 0 0
FLOWSERVE CORP COM STOCK 34354P105 76,876 2,022 SH   SOLE 1 2,022 0 0
FORTY SEVEN INC COM STOCK 34983P104 424,440 27,000 SH   SOLE 1 27,000 0 0
GARTNER INC COM STOCK 366651107 78,238 612 SH   SOLE 1 612 0 0
GILEAD SCIENCES INC COM STOCK 375558103 1,365,529 21,831 SH   SOLE 1 21,831 0 0
GOLDMAN SACHS GROUP INC COM STOCK 38141G104 213,156 1,276 SH   SOLE 1 1,276 0 0
HELMERICH PAYNE INC COM STOCK 423452101 78,046 1,628 SH   SOLE 1 1,628 0 0
HOST HOTELS RESORTS INC COM STOCK 44107P104 42,925 2,575 SH   SOLE 1 2,575 0 0
HUMANA INC COM STOCK 444859102 43,258 151 SH   SOLE 1 151 0 0
HUNT J B TRANS SVCS INC COM STOCK 445658107 40,565 436 SH   SOLE 1 436 0 0
IMPERVA INC COM STOCK 45321L100 2,331,406 41,864 SH   SOLE 1 41,864 0 0
INTEGRATED DEVICE TECHNOLOGY COM STOCK 458118106 1,130,841 23,350 SH   SOLE 1 23,350 0 0
JACOBS ENGR GROUP INC DEL COM STOCK 469814107 218,523 3,738 SH   SOLE 1 3,738 0 0
LINCOLN NATL CORP IND COM STOCK 534187109 217,298 4,235 SH   SOLE 1 4,235 0 0
LKQ CORP COM STOCK 501889208 160,154 6,749 SH   SOLE 1 6,749 0 0
LOGITECH INTL S A SHS STOCK H50430232 1,345,121 42,755 SH   SOLE 1 42,755 0 0
MONSTER BEVERAGE CORP NEW COM STOCK 61174X109 72,107 1,465 SH   SOLE 1 1,465 0 0
MOSAIC CO NEW COM STOCK 61945C103 72,441 2,480 SH   SOLE 1 2,480 0 0
MOTOROLA SOLUTIONS INC COM NEW STOCK 620076307 34,512 300 SH   SOLE 1 300 0 0
MYLAN N V SHS EURO STOCK N59465109 162,592 5,934 SH   SOLE 1 5,934 0 0
NORDSTROM INC COM STOCK 655664100 219,300 4,705 SH   SOLE 1 4,705 0 0
NORTHERN TR CORP COM STOCK 665859104 43,550 521 SH   SOLE 1 521 0 0
NXP SEMICONDUCTORS N V COM STOCK N6596X109 1,862,191 25,412 SH   SOLE 1 25,412 0 0
NXSTAGE MEDICAL INC COM STOCK 67072V103 1,102,013 38,505 SH   SOLE 1 38,505 0 0
OCCIDENTAL PETE CORP DEL COM STOCK 674599105 477,659 7,782 SH   SOLE 1 7,782 0 0
ON SEMICONDUCTOR CORP COM STOCK 682189105 1,605,383 97,237 SH   SOLE 1 97,237 0 0
PACKAGING CORP AMER COM STOCK 695156109 77,284 926 SH   SOLE 1 926 0 0
PANDORA MEDIA INC COM STOCK 698354107 80,900 10,000 SH   SOLE 1 10,000 0 0
PPG INDS INC COM STOCK 693506107 9,211,741 90,108 SH   SOLE 1 90,108 0 0
RALPH LAUREN CORP CL A STOCK 751212101 217,680 2,104 SH   SOLE 1 2,104 0 0
RED HAT INC COM STOCK 756577102 5,269,200 30,000 SH   SOLE 1 30,000 0 0
RENT A CTR INC NEW COM STOCK 76009N100 2,033,820 125,622 SH   SOLE 1 125,622 0 0
RESIDEO TECHNOLOGIES INC COM ADDED STOCK 76118Y104 1,438,500 70,000 SH   SOLE 1 70,000 0 0
SCHLUMBERGER LTD COM STOCK 806857108 36,910 1,023 SH   SOLE 1 1,023 0 0
SHERWIN WILLIAMS CO COM STOCK 824348106 15,074,240 38,312 SH   SOLE 1 38,312 0 0
SHIRE PLC SPONSORED ADR STOCK 82481R106 6,615,608 38,012 SH   SOLE 1 38,012 0 0
SL GREEN RLTY CORP COM STOCK 78440X101 118,225 1,495 SH   SOLE 1 1,495 0 0
STERICYCLE INC COM STOCK 858912108 217,352 5,924 SH   SOLE 1 5,924 0 0
SUNTRUST BKS INC COM STOCK 867914103 121,611 2,411 SH   SOLE 1 2,411 0 0
SYNCHRONY FINL COM STOCK 87165B103 212,501 9,058 SH   SOLE 1 9,058 0 0
T MOBILE US INC COM STOCK 872590104 16,333,076 256,769 SH   SOLE 1 256,769 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS ADDED STOCK 874060205 15,700,898 933,466 SH   SOLE 1 933,466 0 0
TAPESTRY INC COM STOCK 876030107 214,920 6,368 SH   SOLE 1 6,368 0 0
TARGET CORP COM STOCK 87612E106 44,016 666 SH   SOLE 1 666 0 0
THERMO FISHER SCIENTIFIC INC COM STOCK 883556102 604,233 2,700 SH   SOLE 1 2,700 0 0
TIFFANY CO NEW COM STOCK 886547108 217,699 2,704 SH   SOLE 1 2,704 0 0
TOTAL SYS SVCS INC COM STOCK 891906109 41,133 506 SH   SOLE 1 506 0 0
TRIPADVISOR INC COM STOCK 896945201 78,051 1,447 SH   SOLE 1 1,447 0 0
TWENTY FIRST CENTY FOX INC CL A STOCK 90130A101 8,270,817 171,879 SH   SOLE 1 171,879 0 0
UBS GROUP AG SHS STOCK H42097107 263,909 21,199 SH   SOLE 1 21,199 0 0
UNUM GROUP COM STOCK 91529Y106 171,667 5,843 SH   SOLE 1 5,843 0 0
V F CORP COM STOCK 918204108 201,821 2,829 SH   SOLE 1 2,829 0 0
VALERO ENERGY CORP NEW COM STOCK 91913Y100 177,829 2,372 SH   SOLE 1 2,372 0 0
VECTREN CORP COM STOCK 92240G101 6,736,392 93,587 SH   SOLE 1 93,587 0 0
VERMILION ENERGY INC COM STOCK 923725105 347,763 16,474 SH   SOLE 1 16,474 0 0
WALGREENS BOOTS ALLIANCE INC COM STOCK 931427108 77,145 1,129 SH   SOLE 1 1,129 0 0
WELLCARE HEALTH PLANS INC COM STOCK 94946T106 219,800 931 SH   SOLE 1 931 0 0