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value="Sedol"/></identifiers><balance>1626358</balance><units>NS</units><curCd>USD</curCd><valUSD>92653615</valUSD><pctVal>4.0799</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>GTY Technology Holdings Inc</name><lei>N/A</lei><title>GTY Technology Holdings Inc</title><cusip>362409104</cusip><identifiers><isin value="US3624091043"/><ticker value="GTYH"/><other otherDesc="BGKCWH8" value="Sedol"/></identifiers><balance>909069</balance><units>NS</units><curCd>USD</curCd><valUSD>4108992</valUSD><pctVal>0.1809</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><loanByFundCondition isLoanByFund="Y" loanVal="997161"/></securityLending></invstOrSec><invstOrSec><name>General Electric Co</name><lei>3C7474T6CDKPR9K6YT90</lei><title>General Electric Co</title><cusip>369604103</cusip><identifiers><isin value="US3696041033"/><ticker value="GE"/><other otherDesc="2380498" value="Sedol"/></identifiers><balance>1012407</balance><units>NS</units><curCd>USD</curCd><valUSD>8038512</valUSD><pctVal>0.354</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>Globus Medical Inc</name><lei>5299003M2P4CIK0RF205</lei><title>Globus Medical Inc</title><cusip>379577208</cusip><identifiers><isin value="US3795772082"/><ticker value="GMED"/><other otherDesc="B7D65M0" value="Sedol"/></identifiers><balance>639128</balance><units>NS</units><curCd>USD</curCd><valUSD>27182114</valUSD><pctVal>1.1969</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>Hasbro Inc</name><lei>549300NUB6D2R1ITYR45</lei><title>Hasbro Inc</title><cusip>418056107</cusip><identifiers><isin value="US4180561072"/><ticker value="HAS"/><other otherDesc="2414580" value="Sedol"/></identifiers><balance>1201060</balance><units>NS</units><curCd>USD</curCd><valUSD>85935843</valUSD><pctVal>3.7841</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>ICU Medical Inc</name><lei>5493003NRW7LS2QZRH60</lei><title>ICU Medical Inc</title><cusip>44930G107</cusip><identifiers><isin value="US44930G1076"/><ticker value="ICUI"/><other otherDesc="2451918" value="Sedol"/></identifiers><balance>327533</balance><units>NS</units><curCd>USD</curCd><valUSD>66086333</valUSD><pctVal>2.9101</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>Insmed Inc</name><lei>529900Q55QAG41CCAC11</lei><title>Insmed Inc</title><cusip>457669307</cusip><identifiers><isin value="US4576693075"/><ticker value="INSM"/><other otherDesc="2614487" value="Sedol"/></identifiers><balance>1342374</balance><units>NS</units><curCd>USD</curCd><valUSD>21518255</valUSD><pctVal>0.9475</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>L3Harris Technologies Inc</name><lei>549300UTE50ZMDBG8A20</lei><title>L3Harris Technologies Inc</title><cusip>502431109</cusip><identifiers><isin value="US5024311095"/><ticker value="LHX"/><other otherDesc="BK9DTN5" value="Sedol"/></identifiers><balance>722762</balance><units>NS</units><curCd>USD</curCd><valUSD>130183891</valUSD><pctVal>5.7326</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>Lam Research Corp</name><lei>549300I4GMO6D34U1T02</lei><title>Lam Research Corp</title><cusip>512807108</cusip><identifiers><isin value="US5128071082"/><ticker value="LRCX"/><other otherDesc="2502247" value="Sedol"/></identifiers><balance>159257</balance><units>NS</units><curCd>USD</curCd><valUSD>38221680</valUSD><pctVal>1.6831</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>Liberty Media Corp-Liberty For</name><lei>549300ZKUTPIBZLWLL89</lei><title>Liberty Media Corp-Liberty Formula One</title><cusip>531229854</cusip><identifiers><isin value="US5312298541"/><ticker value="FWONK"/><other otherDesc="BD8QGD5" value="Sedol"/></identifiers><balance>2464565</balance><units>NS</units><curCd>USD</curCd><valUSD>67110105</valUSD><pctVal>2.9552</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>Microchip Technology Inc</name><lei>5493007PTFULNYZJ1R12</lei><title>Microchip Technology Inc</title><cusip>595017104</cusip><identifiers><isin value="US5950171042"/><ticker value="MCHP"/><other otherDesc="2592174" value="Sedol"/></identifiers><balance>1411360</balance><units>NS</units><curCd>USD</curCd><valUSD>95690208</valUSD><pctVal>4.2137</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>Neurocrine Biosciences Inc</name><lei>549300FECER0XBN49756</lei><title>Neurocrine Biosciences Inc</title><cusip>64125C109</cusip><identifiers><isin value="US64125C1099"/><ticker value="NBIX"/><other otherDesc="2623911" value="Sedol"/></identifiers><balance>574690</balance><units>NS</units><curCd>USD</curCd><valUSD>49739420</valUSD><pctVal>2.1902</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>Reynolds Consumer Prods Inc</name><lei>549300DWNZYMOSR1X343</lei><title>REYNOLDS CONSUMER PRODUCTS I</title><cusip>76171L106</cusip><identifiers><isin value="US76171L1061"/><ticker value="REYN"/><other otherDesc="BKV9674" value="Sedol"/></identifiers><balance>1871585</balance><units>NS</units><curCd>USD</curCd><valUSD>54594134</valUSD><pctVal>2.404</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>Sempra Energy</name><lei>PBBKGKLRK5S5C0Y4T545</lei><title>Sempra Energy</title><cusip>816851109</cusip><identifiers><isin value="US8168511090"/><ticker value="SRE"/><other otherDesc="2138158" value="Sedol"/></identifiers><balance>956077</balance><units>NS</units><curCd>USD</curCd><valUSD>108027140</valUSD><pctVal>4.7569</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>ServiceMaster Global Holdings</name><lei>549300GS10644JGL8R77</lei><title>ServiceMaster Global Holdings Inc</title><cusip>81761R109</cusip><identifiers><isin value="US81761R1095"/><ticker value="SERV"/><other otherDesc="BNG8BF0" value="Sedol"/></identifiers><balance>3442351</balance><units>NS</units><curCd>USD</curCd><valUSD>92943477</valUSD><pctVal>4.0927</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>Sprint Corp</name><lei>549300ZTTY7CXOLJ6539</lei><title>Sprint Corp</title><cusip>85207U105</cusip><identifiers><isin value="US85207U1051"/><ticker value="S"/><other otherDesc="BC4FF21" value="Sedol"/></identifiers><balance>1925397</balance><units>NS</units><curCd>USD</curCd><valUSD>16596922</valUSD><pctVal>0.7308</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>Stanley Black &amp; Decker Inc</name><lei>549300DJ09SMTO561131</lei><title>Stanley Black &amp; Decker Inc</title><cusip>854502101</cusip><identifiers><isin value="US8545021011"/><ticker value="SWK"/><other otherDesc="B3Q2FJ4" value="Sedol"/></identifiers><balance>405613</balance><units>NS</units><curCd>USD</curCd><valUSD>40561300</valUSD><pctVal>1.7861</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>Summit Materials Inc</name><lei>N/A</lei><title>Summit Materials Inc</title><cusip>86614U100</cusip><identifiers><isin value="US86614U1007"/><ticker value="SUM"/><other otherDesc="BW9JPS4" value="Sedol"/></identifiers><balance>1523098</balance><units>NS</units><curCd>USD</curCd><valUSD>22846470</valUSD><pctVal>1.006</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>TD Ameritrade Holding Corp</name><lei>ZI85ER3E6RXD4HPHW309</lei><title>TD Ameritrade Holding Corp</title><cusip>87236Y108</cusip><identifiers><isin value="US87236Y1082"/><ticker value="AMTD"/><other otherDesc="2983154" value="Sedol"/></identifiers><balance>1589752</balance><units>NS</units><curCd>USD</curCd><valUSD>55100804</valUSD><pctVal>2.4263</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>T-Mobile US Inc</name><lei>549300QHIJYOHPACPG31</lei><title>T-Mobile US Inc</title><cusip>872590104</cusip><identifiers><isin value="US8725901040"/><ticker value="TMUS"/><other otherDesc="B94Q9V0" 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value="Sedol"/></identifiers><balance>39143458</balance><units>NS</units><curCd>USD</curCd><valUSD>39151287</valUSD><pctVal>1.724</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>PF</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>2</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Janus Henderson Cash Collateral Fund</name><lei>N/A</lei><title>Janus Henderson Cash Collateral Fund</title><cusip>N/A</cusip><identifiers><other otherDesc="B1RYG58" value="Sedol"/></identifiers><balance>14016580</balance><units>NS</units><curCd>USD</curCd><valUSD>14016580</valUSD><pctVal>0.6172</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>PF</issuerCat><invCountry>US</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>2</fairValLevel><securityLending><cashCollateralCondition cashCollateralVal="14016580" isCashCollateral="Y"/><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>VICI Properties Inc</name><lei>254900RKH6RY9KCJQH63</lei><title>VICI Properties Inc</title><cusip>925652109</cusip><identifiers><isin value="US9256521090"/><ticker value="VICI"/><other otherDesc="BYWH073" value="Sedol"/></identifiers><balance>2873665</balance><units>NS</units><curCd>USD</curCd><valUSD>47817786</valUSD><pctVal>2.1056</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>Zendesk Inc</name><lei>549300SLI6BN94BKKO36</lei><title>Zendesk Inc</title><cusip>98936J101</cusip><identifiers><isin value="US98936J1016"/><ticker value="ZEN"/><other otherDesc="BMH0MR7" value="Sedol"/></identifiers><balance>328903</balance><units>NS</units><curCd>USD</curCd><valUSD>21053081</valUSD><pctVal>0.9271</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>Ferguson PLC</name><lei>213800DU1LGY3R2S2X42</lei><title>Ferguson PLC</title><cusip>G3421J106</cusip><identifiers><isin value="JE00BJVNSS43"/><ticker value="FERG"/><other otherDesc="BJVNSS4" value="Sedol"/></identifiers><balance>613361</balance><units>NS</units><currencyConditional curCd="GBP" exchangeRt="0.80528"/><valUSD>38344808</valUSD><pctVal>1.6885</pctVal><payoffProfile>Long</payoffProfile><assetCat>EC</assetCat><issuerCat>CORP</issuerCat><invCountry>JE</invCountry><isRestrictedSec>N</isRestrictedSec><fairValLevel>2</fairValLevel><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec><invstOrSec><name>Constellium SE</name><lei>724500KRJEMC79KAAU28</lei><title>Constellium SE</title><cusip>F21107101</cusip><identifiers><isin value="FR0013467479"/><ticker value="CSTM"/><other otherDesc="BKPR6S5" 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LLC</counterpartyName><counterpartyLei>FOR8UP27PHTHYVLBNG30</counterpartyLei></counterparties><putOrCall>Call</putOrCall><writtenOrPur>Written</writtenOrPur><descRefInstrmnt><otherRefInst><issuerName>Lam Research Corp.</issuerName><issueTitle>Lam Research Corp.</issueTitle><identifiers><cusip value="N/A"/><isin value="N/A"/><ticker value="LRCX.US"/></identifiers></otherRefInst></descRefInstrmnt><shareNo>100</shareNo><exercisePrice>300</exercisePrice><exercisePriceCurCd>USD</exercisePriceCurCd><expDt>2020-05-15</expDt><delta>XXXX</delta><unrealizedAppr>134150</unrealizedAppr></optionSwaptionWarrantDeriv></derivativeInfo><securityLending><isCashCollateral>N</isCashCollateral><isNonCashCollateral>N</isNonCashCollateral><isLoanByFund>N</isLoanByFund></securityLending></invstOrSec></invstOrSecs><explntrNotes><explntrNote note="Monthly returns presented in Item B.5(a) have been calculated without deducting any applicable sales loads or redemption fees." noteItem="B.5.a"/></explntrNotes><signature><ncom:dateSigned>2020-05-15</ncom:dateSigned><ncom:nameOfApplicant>JESPER NERGAARD</ncom:nameOfApplicant><ncom:signature>JESPER NERGAARD</ncom:signature><ncom:signerName>JESPER NERGAARD</ncom:signerName><ncom:title>VP, CFO, TREASURER, AND PRINCIPAL ACCOUNTING OFFICER</ncom:title></signature></nport:formData></nport:edgarSubmission>
