Companies covered: Sears Holdings Corporation (OTCMKTS:SHLDQ), Ascena Retail Group, Inc. (NASDAQ:ASNA), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Simon Property Group, Inc. (NYSE:SPG), American Assets Trust, Inc. (NYSE:AAT), Federal Realty Investment Trust (NYSE:FRT), Brixmor Property Group Inc. (NYSE:BRX), Spirit Realty Capital, Inc. (NYSE:SRC), American Homes 4 Rent (NYSE:AMH), Lennar Corporation (NYSE:LEN), D.R. Horton, Inc. (NYSE:DHI), Pennsylvania Real Estate Investment Trust (NYSE:PEI), Washington Prime Group (NYSE:WPG), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), United Technologies Corporation (NYSE:UTX), Honeywell International Inc. (NYSE:HON), Mercury Systems Inc (NASDAQ:MRCY), Aerojet Rocketdyne Holdings (NYSE:AJRD), Northrop Grumman Corporation (NYSE:NOC), Maxar Technologies Ltd. (NYSE:MAXR), Astronics Corporation (NASDAQ:ATRO), AAR Corp. (NYSE:AIR), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Woodward, Inc. (NASDAQ:WWD), Rockwell Collins, Inc. (NYSE:COL), KLX Inc. (NASDAQ:KLXI), Gilead Sciences, Inc. (NASDAQ:GILD), Intercept Pharmaceuticals, Inc. (NASDAQ:ICPT), Cymabay Therapeutics Inc. (NASDAQ:CBAY), Galmed Pharmaceuticals Ltd. (NASDAQ:GLMD), ChemoCentryx, Inc. (NASDAQ:CCXI), Five Prime Therapeutics, Inc. (NASDAQ:FPRX), Allergan, Inc. (NYSE:AGN), AbbVie Inc. (NYSE:ABBV), Genfit SA (OTCMKTS:GNFTF), Viking Therapeutics (NASDAQ:VKTX), Madrigal Pharmaceuticals (NASDAQ:MDGL), InflaRx NV (NASDAQ:IFRX), Ra Pharmaceuticals (NASDAQ:RARX), Jounce Therapeutics (NASDAQ:JNCE), CryoLife, Inc. (NYSE:CRY), Cardiovascular Systems, Inc. (NASDAQ:CSII), SurModics, Inc. (NASDAQ:SRDX), Medtronic, Inc. (NYSE:MDT), Abbott Laboratories (NYSE:ABT), Johnson & Johnson (NYSE:JNJ), Insulet Corporation (NASDAQ:PODD), DexCom, Inc. (NASDAQ:DXCM), BioTelemetry, Inc. (NASDAQ:BEAT), UnitedHealth Group Incorporated (NYSE:UNH), CVS Health Corporation (NYSE:CVS), Aetna Inc. (NYSE:AET), Cigna Corporation (NYSE:CI), Express Scripts Holding Company (NASDAQ:ESRX), Texas Instruments Incorporated (NASDAQ:TXN), Intel Corporation (NASDAQ:INTC), Broadcom Ltd (NASDAQ:AVGO), Micron Technology, Inc. (NASDAQ:MU), QUALCOMM Incorporated (NASDAQ:QCOM), NXP Semiconductors N.V. (NASDAQ:NXPI), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Advanced Micro Devices, Inc. (NASDAQ:AMD), Analog Devices, Inc. (NASDAQ:ADI), Xilinx, Inc. (NASDAQ:XLNX), Lam Research Corporation (NASDAQ:LRCX), Microchip Technology Incorporated (NASDAQ:MCHP), Marvell Technology Group Ltd. (NASDAQ:MRVL), Cavium, Inc. (NASDAQ:CAVM), CBRE Group, Inc. (NYSE:CBRE), Jones Lang LaSalle Incorporated (NYSE:JLL), STARWOOD PROPERTY TRUST, INC. (NYSE:STWD), Ladder Capital Corp (NYSE:LADR), Invitation Homes (NYSE:INVH), Walker & Dunlop, Inc. (NYSE:WD), Federal National Mortgage Assctn Fnni Me (OTCMKTS:FNMA), Federal Home Loan Mortgage Corp (OTCMKTS:FMCC), Toll Brothers Inc. (NYSE:TOL), iStar Financial Inc. (NYSE:STAR), Colony NorthStar (NYSE:CLNS), Granite Point Mortgage Trust (NYSE:GPMT), Sangamo Therapeutics, Inc. (NASDAQ:SGMO), Novartis AG (NYSE:NVS), bluebird bio, Inc. (NASDAQ:BLUE), Cellectis S.A. (NASDAQ:CLLS), Monsanto Company (NYSE:MON), Illumina, Inc. (NASDAQ:ILMN), Foundation Medicine, Inc. (NASDAQ:FMI), CRISPR Therapeutics AG (NASDAQ:CRSP), uniQure N.V. (NASDAQ:QURE), Spark Therapeutics, Inc. (NASDAQ:ONCE), AveXis Inc (NASDAQ:AVXS), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Regenxbio Inc (NASDAQ:RGNX), Oxford BioMedica plc (LON:OXB), Editas Medicine (NASDAQ:EDIT), Intellia Therapeutics (NASDAQ:NTLA), GenSight Biologics SA (OTCMKTS:GSGTF), ToolGen (KONEX:199800), Lysogene SA (EPA:LYS), CrossAmerica Partners LP (NYSE:CAPL), Sprague Resources LP (NYSE:SRLP), Martin Midstream Partners L.P. (NASDAQ:MMLP), USA Compression Partners, LP (NYSE:USAC), ENERGY TRANSFER PARTNERS (NYSE:ETP), SVB Financial Group (NASDAQ:SIVB), PacWest Bancorp (NASDAQ:PACW), Western Alliance Bancorporation (NYSE:WAL), Comerica Incorporated (NYSE:CMA), Triumph Bancorp, Inc. (NASDAQ:TBK), Marathon Oil Corporation (NYSE:MRO), YPF Sociedad Anonima (NYSE:YPF), Kosmos Energy Ltd. (NYSE:KOS), BP p.l.c. (NYSE:BP), Exxon Mobil Corporation (NYSE:XOM), Ecopetrol S.A. (NYSE:EC), Statoil ASA (NYSE:STO)
