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value="Sedol"/></identifiers><balance>465221</balance><units>NS</units><curCd>USD</curCd><valUSD>64679676</valUSD><pctVal>0.0317</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Rio Tinto Ltd</name><lei>529900X2VMAQT2PE0V24</lei><title>Rio Tinto Ltd</title><cusip>Q81437107</cusip><identifiers><isin value="AU000000RIO1"/><ticker value="RIO"/><other otherDesc="6220103" value="Sedol"/></identifiers><balance>369247</balance><units>NS</units><currencyConditional curCd="AUD" exchangeRt="1.48192"/><valUSD>23090396</valUSD><pctVal>0.0113</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>AU</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Daikin Industries Ltd</name><lei>549300Y7FWSTSHMW5Y57</lei><title>Daikin Industries Ltd</title><cusip>J10038115</cusip><identifiers><isin value="JP3481800005"/><ticker value="6367"/><other otherDesc="6250724" value="Sedol"/></identifiers><balance>339900</balance><units>NS</units><currencyConditional curCd="JPY" exchangeRt="108.11"/><valUSD>44582203</valUSD><pctVal>0.0219</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>JP</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>NRG Energy Inc</name><lei>5E2UPK5SW04M13XY7I38</lei><title>NRG Energy Inc</title><cusip>629377508</cusip><identifiers><isin value="US6293775085"/><ticker value="NRG"/><other otherDesc="2212922" value="Sedol"/></identifiers><balance>2266897</balance><units>NS</units><curCd>USD</curCd><valUSD>89769121</valUSD><pctVal>0.044</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Mitsubishi UFJ Financial Group</name><lei>353800V2V8PUY9TK3E06</lei><title>Mitsubishi UFJ Financial Group Inc</title><cusip>J44497105</cusip><identifiers><isin value="JP3902900004"/><ticker value="8306"/><other otherDesc="6335171" value="Sedol"/></identifiers><balance>3457700</balance><units>NS</units><currencyConditional curCd="JPY" 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exchangeRt="1196"/><valUSD>28682644</valUSD><pctVal>0.0141</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>KR</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Sony Corp</name><lei>529900R5WX9N2OI2N910</lei><title>Sony Corp</title><cusip>J76379106</cusip><identifiers><isin value="JP3435000009"/><ticker value="6758"/><other otherDesc="6821506" value="Sedol"/></identifiers><balance>637400</balance><units>NS</units><currencyConditional curCd="JPY" exchangeRt="108.11"/><valUSD>37420940</valUSD><pctVal>0.0183</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>JP</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>1</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Takeda Pharmaceutical Co Ltd</name><lei>549300ZLMVP4X0OGR454</lei><title>Takeda Pharmaceutical Co Ltd</title><cusip>J8129E108</cusip><identifiers><isin value="JP3463000004"/><ticker value="4502"/><other otherDesc="6870445" value="Sedol"/></identifiers><balance>1332868</balance><units>NS</units><currencyConditional curCd="JPY" 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