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
AAC HLDGS INC COM 000307108 6,691 784,370 SH   SOLE   784,370 0 0
AIR METHODS CORP COM PAR $.06 009128307 15,226 354,100 SH   SOLE   354,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609w102 2,496 23,148 SH   SOLE   23,148 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043q107 3,213 62,700 SH   SOLE   62,700 0 0
AMBEV SA SPONSORED ADR 02319V103 686 119,154 SH   SOLE   119,154 0 0
AON PLC SHS CL A G0408V102 182,075 1,534,037 SH   SOLE   1,534,037 0 0
APACHE CORP COM 037411105 31,419 611,392 SH   SOLE   611,392 0 0
APPLIED GENETIC TECHNOL CORP COM 03820j100 1,580 229,000 SH   SOLE   229,000 0 0
BAIDU INC SPON ADR REP A 056752108 85,707 496,797 SH   SOLE   496,797 0 0
BAKER HUGHES INC COM 057224107 22,614 378,039 SH   SOLE   378,039 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 896 22,473 SH   SOLE   22,473 0 0
BIOGEN INC COM 09062X103 32,298 118,127 SH   SOLE   118,127 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 3,965 45,168 SH   SOLE   45,168 0 0
BP PLC SPONSORED ADR 055622104 24,179 700,424 SH   SOLE   700,424 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 24,212 445,237 SH   SOLE   445,237 0 0
BROOKDALE SR LIVING INC COM 112463104 5,002 372,452 SH   SOLE   372,452 0 0
BROWN & BROWN INC COM 115236101 1,269 30,418 SH   SOLE   30,418 0 0
CABOT OIL & GAS CORP COM 127097103 25,738 1,076,436 SH   SOLE   1,076,436 0 0
CAPITAL SR LIVING CORP COM 140475104 3,881 276,007 SH   SOLE   276,007 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 60,746 591,720 SH   SOLE   591,720 0 0
CHINA BIOLOGIC PRODS INC COM 16938c106 4,191 41,858 SH   SOLE   41,858 0 0
CHINA UNICOM (HONG KONG) LTD SPONSORED ADR 16945R104 1,294 96,047 SH   SOLE   96,047 0 0
CHUBB LIMITED COM H1467J104 217,845 1,598,860 SH   SOLE   1,598,860 0 0
CISCO SYS INC COM 17275R102 27,500 813,600 SH   SOLE   813,600 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 19,742 331,680 SH   SOLE   331,680 0 0
COMCAST CORP NEW CL A 20030N101 64,501 1,715,913 SH   SOLE   1,715,913 0 0
CONFORMIS INC COM 20717E101 1,456 278,942 SH   SOLE   278,942 0 0
CREDICORP LTD COM G2519Y108 716 4,385 SH   SOLE   4,385 0 0
DIVERSICARE HEALTHCARE SVCS COM 255104101 3,918 373,952 SH   SOLE   373,952 0 0
EBAY INC COM 278642103 53,048 1,580,210 SH   SOLE   1,580,210 0 0
EMBRAER S A SP ADR REP 4 COM 29082a107 517 23,417 SH   SOLE   23,417 0 0
ENDOLOGIX INC COM 29266S106 5,720 790,000 SH   SOLE   790,000 0 0
EOG RES INC COM 26875P101 32,552 333,692 SH   SOLE   333,692 0 0
EXELON CORP COM 30161N101 30,922 859,417 SH   SOLE   859,417 0 0
FANG HLDGS LTD ADR 30711Y102 407 124,984 SH   SOLE   124,984 0 0
FEDEX CORP COM 31428X106 17,946 91,962 SH   SOLE   91,962 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 29,550 758,860 SH   SOLE   758,860 0 0
FIFTH THIRD BANCORP COM 316773100 635 25,000 SH   SOLE   25,000 0 0
GENERAL ELECTRIC CO COM 369604103 43,002 1,443,036 SH   SOLE   1,443,036 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049j206 140,555 5,418,460 SH   SOLE   5,418,460 0 0
HEALTHSOUTH CORP COM NEW 421924309 40,391 943,486 SH   SOLE   943,486 0 0
ICICI BK LTD ADR 45104G104 102,975 11,973,863 SH   SOLE   11,973,863 0 0
INSULET CORP COM 45784p101 1,762 40,900 SH   SOLE   40,900 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 21,870 193,369 SH   SOLE   193,369 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 92,504 1,545,083 SH   SOLE   1,545,083 0 0
IONIS PHARMACEUTICALS INC COM 462222100 32,215 801,376 SH   SOLE   801,376 0 0
JD COM INC SPON ADR CL A 47215p106 2,109 67,799 SH   SOLE   67,799 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241a105 23,725 539,571 SH   SOLE   539,571 0 0
KINDRED HEALTHCARE INC COM 494580103 4,484 537,000 SH   SOLE   537,000 0 0
KINROSS GOLD CORP COM NO PAR 496902404 74,438 21,167,208 SH   SOLE   21,167,208 0 0
LOEWS CORP COM 540424108 53,453 1,142,900 SH   SOLE   1,142,900 0 0
MEDTRONIC PLC SHS G5960L103 85,778 1,064,766 SH   SOLE   1,064,766 0 0
MERIT MED SYS INC COM 589889104 7,023 243,000 SH   SOLE   243,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 37,058 387,194 SH   SOLE   387,194 0 0
NANOSTRING TECHNOLOGIES INC COM 63009r109 4,433 223,111 SH   SOLE   223,111 0 0
NOVADAQ TECHNOLOGIES INC COM 66987G102 4,605 591,100 SH   SOLE   591,100 0 0
NXSTAGE MEDICAL INC COM 67072v103 11,706 436,300 SH   SOLE   436,300 0 0
ORACLE CORP COM 68389X105 32,335 724,839 SH   SOLE   724,839 0 0
PEPSICO INC COM 713448108 67,907 607,068 SH   SOLE   607,068 0 0
PERRIGO CO PLC SHS g97822103 3,320 50,000 SH   SOLE   50,000 0 0
PHILIP MORRIS INTL INC COM 718172109 75,771 671,134 SH   SOLE   671,134 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 957 191,360 SH   SOLE   191,360 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 47,436 1,069,579 SH   SOLE   1,069,579 0 0
QUALCOMM INC COM 747525103 22,627 394,610 SH   SOLE   394,610 0 0
REGAL ENTMT GROUP CL A 758766109 32,947 1,459,110 SH   SOLE   1,459,110 0 0
SABRE CORP COM 78573m104 40,321 1,902,836 SH   SOLE   1,902,836 0 0
SANGAMO THERAPEUTICS INC COM 800677106 3,276 630,000 SH   SOLE   630,000 0 0
SCHLUMBERGER LTD COM 806857108 57,494 736,154 SH   SOLE   736,154 0 0
SEASPINE HLDGS CORP COM 81255T108 3,504 446,340 SH   SOLE   446,340 0 0
SHIRE PLC SPONSORED ADR 82481r106 13,973 80,198 SH   SOLE   80,198 0 0
SYNCHRONY FINL COM 87165B103 19,462 567,393 SH   SOLE   567,393 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,513 76,516 SH   SOLE   76,516 0 0
TEARLAB CORP COM NEW 878193200 862 303,510 SH   SOLE   303,510 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936r106 2,309 155,502 SH   SOLE   155,502 0 0
TENARIS S A SPONSORED ADR 88031M109 425 12,449 SH   SOLE   12,449 0 0
THOMSON REUTERS CORP COM 884903105 136,073 3,155,512 SH   SOLE   3,155,512 0 0
TIME WARNER INC COM NEW 887317303 74,336 760,784 SH   SOLE   760,784 0 0
TRUPANION INC COM 898202106 1,798 126,450 SH   SOLE   126,450 0 0
VERIZON COMMUNICATIONS INC COM 92343v104 39,017 800,348 SH   SOLE   800,348 0 0
VODAFONE GROUP PLC NEW SPONS ADR 92857W308 175,475 6,639,218 SH   SOLE   6,639,218 0 0
VOYAGER THERAPEUTICS INC COM 92915b106 1,456 110,000 SH   SOLE   110,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 186,076 1,421,618 SH   SOLE   1,421,618 0 0
XL GROUP LTD COM G98294104 68,973 1,730,380 SH   SOLE   1,730,380 0 0
YANDEX N V SHS CLASS A N97284108 1,793 81,754 SH   SOLE   81,754 0 0