| 1 |
ADOBE INC |
468,000 |
50,797 |
2.40% |
|
|
| 2 |
ADVANCED MICRO DEVICES INC |
1,000,000 |
6,910 |
0.33% |
|
|
| 3 |
ALPHABET INC |
69,200 |
53,788 |
2.54% |
|
|
| 4 |
AMERICAN HOMES 4 RENT CL A |
2,220,000 |
48,041 |
2.27% |
|
|
| 5 |
AMN HEALTHCARE SERVICES INC |
200,000 |
6,374 |
0.30% |
|
|
| 6 |
ANGLO AMERICAN PLC-SPONS ADR |
1,500,000 |
9,450 |
0.45% |
|
|
| 7 |
APPLIED MATLS INC |
2,220,000 |
66,933 |
3.16% |
|
|
| 8 |
BANK AMER CORP |
8,560,000 |
133,964 |
6.32% |
|
|
| 9 |
BHP BILLITON LTD |
1,200,000 |
41,580 |
1.96% |
|
|
| 10 |
CENTURY CMNTYS INC COM |
235,000 |
5,055 |
0.24% |
|
|
| 11 |
CITIGROUPINC |
3,250,000 |
153,498 |
7.24% |
|
|
| 12 |
COLONY STARWOOD HOMES |
1,400,000 |
40,180 |
1.89% |
|
|
| 13 |
COMMUNICATIONS SALES&LEAS |
80,000 |
2,513 |
0.12% |
|
|
| 14 |
CONTINENTAL RESOURE |
240,000 |
12,470 |
0.59% |
|
|
| 15 |
CORESITE RLTY CORP |
95,000 |
7,034 |
0.33% |
|
|
| 16 |
CYRUSONE INC |
340,000 |
16,174 |
0.76% |
|
|
| 17 |
D R HORTON INC |
2,300,000 |
69,460 |
3.28% |
|
|
| 18 |
DIGITAL RLTY TR INC |
170,000 |
16,510 |
0.78% |
|
|
| 19 |
DYCOM INDS INC |
10,000 |
818 |
0.04% |
|
|
| 20 |
EOG RES INC |
50,000 |
4,836 |
0.23% |
|
|
| 21 |
EPR PPTYS |
150,000 |
11,811 |
0.56% |
|
|
| 22 |
EQUINIX INC |
25,000 |
9,006 |
0.42% |
|
|
| 23 |
FEDEX CORP |
140,000 |
24,455 |
1.15% |
|
|
| 24 |
FOUR CORNERS PPTY TR INC COM |
120,000 |
2,560 |
0.12% |
|
|
| 25 |
FREEPORT-MCMORAN INC |
1,850,000 |
20,091 |
0.95% |
|
|
| 26 |
GOLDMAN SACHS GROUP INC |
255,000 |
41,124 |
1.94% |
|
|
| 27 |
HERBALIFE LTD |
540,000 |
33,475 |
1.58% |
|
|
| 28 |
HORIZON PHARMA PLC |
1,000,000 |
18,130 |
0.86% |
|
|
| 29 |
JPMORGAN CHASE & CO |
995,000 |
66,257 |
3.12% |
|
|
| 30 |
KB HOME |
100,000 |
1,612 |
0.08% |
|
|
| 31 |
LAM RESEARCH CORP |
530,000 |
50,196 |
2.37% |
|
|
| 32 |
LENNAR |
1,870,000 |
79,176 |
3.73% |
|
|
| 33 |
LGI HOMES INC |
645,000 |
23,762 |
1.12% |
|
|
| 34 |
LYON WILLIAM HOMES CL A NEW |
1,021,000 |
18,940 |
0.89% |
|
|
| 35 |
MALLINCKRODT PUB LTD CO |
880,500 |
61,441 |
2.90% |
|
|
| 36 |
MARTIN MARIETTA MATLS INC |
585,000 |
104,779 |
4.94% |
|
|
| 37 |
METLIFE INC |
160,000 |
7,109 |
0.34% |
|
|
| 38 |
MICRON TECHNOLOGY INC |
3,560,000 |
63,297 |
2.99% |
|
|
| 39 |
MIDDLEBY CORP |
42,000 |
5,192 |
0.24% |
|
|
| 40 |
MORGAN STANLEY |
3,970,000 |
127,278 |
6.00% |
|
|
| 41 |
NETEASE INC |
115,000 |
27,690 |
1.31% |
|
|
| 42 |
NVIDIA CORPORATION |
600,000 |
41,112 |
1.94% |
|
|
| 43 |
NVR INC |
27,500 |
45,096 |
2.13% |
|
|
| 44 |
PARSLEY ENERGY CLA A |
450,000 |
15,080 |
0.71% |
|
|
| 45 |
PETROLEO BRASILEIRO SA PETRO |
600,000 |
5,598 |
0.26% |
|
|
| 46 |
POTLATCHDELTIC CORPORATION |
40,000 |
1,556 |
0.07% |
|
|
| 47 |
QTS RLTY TR INC |
200,000 |
10,570 |
0.50% |
|
|
| 48 |
RIO TINTO PLC |
750,000 |
25,050 |
1.18% |
|
|
| 49 |
SCHWAB CHARLES CORP |
130,000 |
4,104 |
0.19% |
|
|
| 50 |
SILVER BAY RLTY TR CORP |
1,577,000 |
27,645 |
1.30% |
|
|
