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
ABBOTT LABS COM 002824100 41,329 495,110 SH   SOLE   495,110 0 0
ABBVIE INC COM 00287Y109 67,017 887,024 SH   SOLE   887,024 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 19,393 101,093 SH   SOLE   101,093 0 0
ACTIVISION BLIZZARD INC COM 00507V109 34,333 649,881 SH   SOLE   649,881 0 0
ADVANCED ENERGY INDS COM 007973100 24,658 438,784 SH   SOLE   438,784 0 0
AES CORP COM 00130H105 10,908 668,892 SH   SOLE   668,892 0 0
AFLAC INC COM 001055102 8,881 169,936 SH   SOLE   169,936 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 453 3,535 SH   SOLE   3,535 0 0
ALPHABET INC CAP STK CL A 02079K305 30,514 25,050 SH   SOLE   25,050 0 0
ALPHABET INC CAP STK CL C 02079K107 68,834 56,537 SH   SOLE   56,537 0 0
ALTICE USA INC CL A 02156K103 38,151 1,332,799 SH   SOLE   1,332,799 0 0
AMAZON COM INC COM 023135106 125,350 72,345 SH   SOLE   72,345 0 0
AMERICAN EXPRESS CO COM 025816109 22,780 192,826 SH   SOLE   192,826 0 0
AMERISOURCEBERGEN CORP COM 03073E105 6,240 75,840 SH   SOLE   75,840 0 0
AMGEN INC COM 031162100 30,651 158,589 SH   SOLE   158,589 0 0
ANAPLAN INC COM 03272L108 4,563 99,648 SH   SOLE   99,648 0 0
ANTHEM INC COM 036752103 86,695 361,713 SH   SOLE   361,713 0 0
APPLE INC COM 037833100 59,577 266,447 SH   SOLE   266,447 0 0
APPLIED MATLS INC COM 038222105 9,611 192,782 SH   SOLE   192,782 0 0
AQUA AMERICA INC COM 03836W103 24,903 569,821 SH   SOLE   569,821 0 0
ARCONIC INC COM 03965L100 7,422 286,300 SH   SOLE   286,300 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 15,356 150,400 SH   SOLE   150,400 0 0
ASGN INC COM 00191U102 12,071 197,047 SH   SOLE   197,047 0 0
AT&T INC COM 00206R102 28,726 761,230 SH   SOLE   761,230 0 0
ATHENE HLDG LTD CL A G0684D107 9,615 229,100 SH   SOLE   229,100 0 0
AUTODESK INC COM 052769106 10,057 68,243 SH   SOLE   68,243 0 0
AVALONBAY CMNTYS INC COM 053484101 23,500 109,393 SH   SOLE   109,393 0 0
AVERY DENNISON CORP COM 053611109 23,610 208,354 SH   SOLE   208,354 0 0
BANK AMER CORP COM 060505104 47,995 1,647,836 SH   SOLE   1,647,836 0 0
BANK N S HALIFAX COM 064149107 14,694 258,900 SH   SOLE   258,900 0 0
BARRICK GOLD CORPORATION COM 067901108 35,281 2,040,118 SH   SOLE   2,040,118 0 0
BECTON DICKINSON & CO COM 075887109 28,192 111,664 SH   SOLE   111,664 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 73,175 352,238 SH   SOLE   352,238 0 0
BEST BUY INC COM 086516101 50,616 735,001 SH   SOLE   735,001 0 0
BIO RAD LABS INC CL A 090572207 29,961 92,402 SH   SOLE   92,402 0 0
BIOGEN INC COM 09062X103 19,413 83,496 SH   SOLE   83,496 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 8,365 1,190,184 SH   SOLE   1,190,184 0 0
BOEING CO COM 097023105 165,306 435,229 SH   SOLE   435,229 0 0
BOOKING HLDGS INC COM 09857L108 37,193 18,988 SH   SOLE   18,988 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 142,124 2,019,381 SH   SOLE   2,019,381 0 0
BOSTON SCIENTIFIC CORP COM 101137107 46,399 1,142,569 SH   SOLE   1,142,569 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 27,763 185,260 SH   SOLE   185,260 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 16,203 320,300 SH   SOLE   320,300 0 0
BROADCOM INC COM 11135F101 98,140 356,326 SH   SOLE   356,326 0 0
BURLINGTON STORES INC COM 122017106 44,401 222,576 SH   SOLE   222,576 0 0
CACI INTL INC CL A 127190304 1,929 8,344 SH   SOLE   8,344 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 12,744 193,327 SH   SOLE   193,327 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 57,148 2,247,512 SH   SOLE   2,247,512 0 0
CATERPILLAR INC DEL COM 149123101 4,669 36,983 SH   SOLE   36,983 0 0
CBRE GROUP INC CL A 12504L109 11,722 221,700 SH   SOLE   221,700 0 0
CELANESE CORP DEL COM 150870103 9,761 79,887 SH   SOLE   79,887 0 0
CELGENE CORP COM 151020104 14,404 145,269 SH   SOLE   145,269 0 0
CENTENE CORP DEL COM 15135B101 15,423 357,317 SH   SOLE   357,317 0 0
CHEGG INC COM 163092109 7,961 273,109 SH   SOLE   273,109 0 0
CHEVRON CORP NEW COM 166764100 1,078 9,112 SH   SOLE   9,112 0 0
CHURCHILL DOWNS INC COM 171484108 79,016 647,177 SH   SOLE   647,177 0 0
CIGNA CORP NEW COM 125523100 22,636 149,390 SH   SOLE   149,390 0 0
CINTAS CORP COM 172908105 4,130 15,425 SH   SOLE   15,425 0 0
CISCO SYS INC COM 17275R102 2,472 50,071 SH   SOLE   50,071 0 0
CIT GROUP INC COM NEW 125581801 9,431 213,546 SH   SOLE   213,546 0 0
CITIGROUP INC COM NEW 172967424 149,488 2,168,756 SH   SOLE   2,168,756 0 0
CITIZENS FINL GROUP INC COM 174610105 25,003 708,433 SH   SOLE   708,433 0 0
CITRIX SYS INC COM 177376100 5,226 54,207 SH   SOLE   54,207 0 0
COLGATE PALMOLIVE CO COM 194162103 22,941 312,840 SH   SOLE   312,840 0 0
COMCAST CORP NEW CL A 20030N101 111,755 2,483,398 SH   SOLE   2,483,398 0 0
CONOCOPHILLIPS COM 20825C104 25,047 439,946 SH   SOLE   439,946 0 0
COPA HOLDINGS SA CL A P31076105 3,026 30,700 SH   SOLE   30,700 0 0
CRANE CO COM 224399105 12,396 154,200 SH   SOLE   154,200 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 97,553 702,970 SH   SOLE   702,970 0 0
CVS HEALTH CORP COM 126650100 41,422 658,254 SH   SOLE   658,254 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 31,618 550,120 SH   SOLE   550,120 0 0
DISCOVER FINL SVCS COM 254709108 15,344 189,618 SH   SOLE   189,618 0 0
DISH NETWORK CORP CL A 25470M109 5,886 172,885 SH   SOLE   172,885 0 0
DISNEY WALT CO COM DISNEY 254687106 57,361 441,239 SH   SOLE   441,239 0 0
DOCUSIGN INC COM 256163106 14,954 247,730 SH   SOLE   247,730 0 0
DOLLAR TREE INC COM 256746108 55,564 487,586 SH   SOLE   487,586 0 0
EBAY INC COM 278642103 19,224 493,757 SH   SOLE   493,757 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,093 32,302 SH   SOLE   32,302 0 0
ELECTRONIC ARTS INC COM 285512109 17,490 179,026 SH   SOLE   179,026 0 0
EOG RES INC COM 26875P101 432 5,838 SH   SOLE   5,838 0 0
EQUINIX INC COM 29444U700 23,001 39,992 SH   SOLE   39,992 0 0
EVERGY INC COM 30034W106 49,425 743,916 SH   SOLE   743,916 0 0
EVERTEC INC COM 30040P103 13,752 451,666 SH   SOLE   451,666 0 0
EXACT SCIENCES CORP COM 30063P105 13,172 149,475 SH   SOLE   149,475 0 0
F5 NETWORKS INC COM 315616102 12,703 90,562 SH   SOLE   90,562 0 0
FACEBOOK INC CL A 30303M102 63,353 356,376 SH   SOLE   356,376 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 6,509 504,100 SH   SOLE   504,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 86,861 655,798 SH   SOLE   655,798 0 0
FISERV INC COM 337738108 52,091 503,641 SH   SOLE   503,641 0 0
FIVE BELOW INC COM 33829M101 8,466 68,908 SH   SOLE   68,908 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 30,748 572,220 SH   SOLE   572,220 0 0
FOX CORP CL A COM 35137L105 3,378 107,223 SH   SOLE   107,223 0 0
FRANCO NEVADA CORP COM 351858105 77,528 851,515 SH   SOLE   851,515 0 0
GENERAL MTRS CO COM 37045V100 172,964 4,626,548 SH   SOLE   4,626,548 0 0
GEO GROUP INC NEW COM 36162J106 89,097 5,151,403 SH   SOLE   5,151,403 0 0
GILEAD SCIENCES INC COM 375558103 3,528 55,714 SH   SOLE   55,714 0 0
GODADDY INC CL A 380237107 1,834 27,815 SH   SOLE   27,815 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,514 17,000 SH   SOLE   17,000 0 0
GRAND CANYON ED INC COM 38526M106 27,697 286,917 SH   SOLE   286,917 0 0
GRUBHUB INC COM 400110102 6,680 121,779 SH   SOLE   121,779 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 12,078 199,800 SH   SOLE   199,800 0 0
HENRY JACK & ASSOC INC COM 426281101 36,133 251,316 SH   SOLE   251,316 0 0
HESS CORP COM 42809H107 53,494 886,282 SH   SOLE   886,282 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 15,886 1,049,300 SH   SOLE   1,049,300 0 0
HOME DEPOT INC COM 437076102 71,019 306,833 SH   SOLE   306,833 0 0
HP INC COM 40434L105 5,991 317,740 SH   SOLE   317,740 0 0
HUMANA INC COM 444859102 51,574 202,194 SH   SOLE   202,194 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 72,751 344,162 SH   SOLE   344,162 0 0
IAC INTERACTIVECORP COM 44919P508 4,269 19,592 SH   SOLE   19,592 0 0
INFOSYS LTD SPONSORED ADR 456788108 2,464 216,798 SH   SOLE   216,798 0 0
INTEL CORP COM 458140100 11,155 217,000 SH   SOLE   217,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 29,339 318,826 SH   SOLE   318,826 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 47,905 329,900 SH   SOLE   329,900 0 0
INTERXION HOLDING N.V SHS N47279109 14,334 176,366 SH   SOLE   176,366 0 0
INTUIT COM 461202103 39,777 149,841 SH   SOLE   149,841 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 380 705 SH   SOLE   705 0 0
IQVIA HLDGS INC COM 46266C105 40,665 272,785 SH   SOLE   272,785 0 0
ITT INC COM 45073V108 18,161 297,387 SH   SOLE   297,387 0 0
JACOBS ENGR GROUP INC COM 469814107 7,899 86,500 SH   SOLE   86,500 0 0
JOHNSON & JOHNSON COM 478160104 5,474 42,400 SH   SOLE   42,400 0 0
JPMORGAN CHASE & CO COM 46625H100 32,914 280,340 SH   SOLE   280,340 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 10,585 236,174 SH   SOLE   236,174 0 0
KLA-TENCOR CORP COM 482480100 31,617 198,469 SH   SOLE   198,469 0 0
KORNIT DIGITAL LTD SHS M6372Q113 9,714 324,172 SH   SOLE   324,172 0 0
KOSMOS ENERGY LTD COM 500688106 9,368 1,500,000 SH   SOLE   1,500,000 0 0
LAM RESEARCH CORP COM 512807108 49,517 214,688 SH   SOLE   214,688 0 0
LAMB WESTON HLDGS INC COM 513272104 31,861 444,142 SH   SOLE   444,142 0 0
LAS VEGAS SANDS CORP COM 517834107 18,696 324,382 SH   SOLE   324,382 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 36,303 347,228 SH   SOLE   347,228 0 0
LINCOLN NATL CORP IND COM 534187109 4,196 69,700 SH   SOLE   69,700 0 0
LINDE PLC SHS G5494J103 58,348 301,774 SH   SOLE   301,774 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 30,438 465,873 SH   SOLE   465,873 0 0
LKQ CORP COM 501889208 34,105 1,098,667 SH   SOLE   1,098,667 0 0
LOCKHEED MARTIN CORP COM 539830109 50,675 130,177 SH   SOLE   130,177 0 0
LOWES COS INC COM 548661107 90,535 824,957 SH   SOLE   824,957 0 0
LPL FINL HLDGS INC COM 50212V100 25,428 318,489 SH   SOLE   318,489 0 0
LUMENTUM HLDGS INC COM 55024U109 12,768 244,539 SH   SOLE   244,539 0 0
MARSH & MCLENNAN COS INC COM 571748102 37,290 373,604 SH   SOLE   373,604 0 0
MASCO CORP COM 574599106 94,369 2,284,049 SH   SOLE   2,284,049 0 0
MASTERCARD INC CL A 57636Q104 14,755 54,464 SH   SOLE   54,464 0 0
MCDONALDS CORP COM 580135101 45,789 213,599 SH   SOLE   213,599 0 0
MCKESSON CORP COM 58155Q103 8,588 63,000 SH   SOLE   63,000 0 0
MEDTRONIC PLC SHS G5960L103 6,907 63,673 SH   SOLE   63,673 0 0
MERCK & CO INC COM 58933Y105 38,600 459,641 SH   SOLE   459,641 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,784 64,376 SH   SOLE   64,376 0 0
MICRON TECHNOLOGY INC COM 595112103 102,398 2,394,685 SH   SOLE   2,394,685 0 0
MICROSOFT CORP COM 594918104 235,530 1,697,861 SH   SOLE   1,697,861 0 0
MOBILE MINI INC COM 60740F105 5,054 140,701 SH   SOLE   140,701 0 0
MOLINA HEALTHCARE INC COM 60855R100 10,576 98,866 SH   SOLE   98,866 0 0
MONDELEZ INTL INC CL A 609207105 47,381 858,208 SH   SOLE   858,208 0 0
MSCI INC COM 55354G100 26,153 120,302 SH   SOLE   120,302 0 0
NASDAQ INC COM 631103108 6,181 62,289 SH   SOLE   62,289 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 17,589 464,872 SH   SOLE   464,872 0 0
NEXTERA ENERGY INC COM 65339F101 63,304 272,210 SH   SOLE   272,210 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 43,603 838,200 SH   SOLE   838,200 0 0
NIKE INC CL B 654106103 5,510 58,728 SH   SOLE   58,728 0 0
NISOURCE INC COM 65473P105 7,695 263,868 SH   SOLE   263,868 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 10,783 539,478 SH   SOLE   539,478 0 0
NORFOLK SOUTHERN CORP COM 655844108 13,836 77,266 SH   SOLE   77,266 0 0
NRG ENERGY INC COM NEW 629377508 26,647 682,134 SH   SOLE   682,134 0 0
OGE ENERGY CORP COM 670837103 19,296 436,180 SH   SOLE   436,180 0 0
OMNICOM GROUP INC COM 681919106 27,254 348,604 SH   SOLE   348,604 0 0
ORACLE CORP COM 68389X105 11,984 217,994 SH   SOLE   217,994 0 0
PAN AMERICAN SILVER CORP COM 697900108 7,497 479,046 SH   SOLE   479,046 0 0
PAYPAL HLDGS INC COM 70450Y103 17,805 172,027 SH   SOLE   172,027 0 0
PEMBINA PIPELINE CORP COM 706327103 24,877 671,200 SH   SOLE   671,200 0 0
PEPSICO INC COM 713448108 5,225 38,144 SH   SOLE   38,144 0 0
PERKINELMER INC COM 714046109 23,363 277,356 SH   SOLE   277,356 0 0
PFIZER INC COM 717081103 31,740 884,458 SH   SOLE   884,458 0 0
PHILIP MORRIS INTL INC COM 718172109 389 5,133 SH   SOLE   5,133 0 0
PHILLIPS 66 COM 718546104 9,092 89,000 SH   SOLE   89,000 0 0
PLANET FITNESS INC CL A 72703H101 54,552 951,948 SH   SOLE   951,948 0 0
POOL CORPORATION COM 73278L105 64,045 322,943 SH   SOLE   322,943 0 0
POST HLDGS INC COM 737446104 13,863 134,312 SH   SOLE   134,312 0 0
PPL CORP COM 69351T106 14,828 472,200 SH   SOLE   472,200 0 0
PRA HEALTH SCIENCES INC COM 69354M108 22,787 235,634 SH   SOLE   235,634 0 0
PREMIER INC CL A 74051N102 12,557 435,672 SH   SOLE   435,672 0 0
PRICE T ROWE GROUP INC COM 74144T108 7,706 67,600 SH   SOLE   67,600 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 10,212 179,100 SH   SOLE   179,100 0 0
PROGRESSIVE CORP OHIO COM 743315103 69,286 898,361 SH   SOLE   898,361 0 0
PROLOGIS INC COM 74340W103 106,892 1,256,461 SH   SOLE   1,256,461 0 0
PULTE GROUP INC COM 745867101 27,996 767,013 SH   SOLE   767,013 0 0
QUALCOMM INC COM 747525103 30,439 400,024 SH   SOLE   400,024 0 0
RAYTHEON CO COM NEW 755111507 9,664 49,303 SH   SOLE   49,303 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 14,099 88,213 SH   SOLE   88,213 0 0
REXFORD INDL RLTY INC COM 76169C100 11,265 262,438 SH   SOLE   262,438 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 4,726 58,320 SH   SOLE   58,320 0 0
S&P GLOBAL INC COM 78409V104 61,216 250,361 SH   SOLE   250,361 0 0
SALESFORCE COM INC COM 79466L302 429 2,899 SH   SOLE   2,899 0 0
SANDERSON FARMS INC COM 800013104 45,058 301,399 SH   SOLE   301,399 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 10,176 409,320 SH   SOLE   409,320 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 67,157 831,447 SH   SOLE   831,447 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 17,259 1,220,000 SH   SOLE   1,220,000 0 0
STRATEGIC ED INC COM 86272C103 8,711 65,164 SH   SOLE   65,164 0 0
SYNCHRONY FINL COM 87165B103 76,128 2,238,033 SH   SOLE   2,238,033 0 0
SYNOPSYS INC COM 871607107 19,287 140,849 SH   SOLE   140,849 0 0
T MOBILE US INC COM 872590104 52,318 665,530 SH   SOLE   665,530 0 0
TABULA RASA HEALTHCARE INC COM 873379101 11,880 221,203 SH   SOLE   221,203 0 0
TAPESTRY INC COM 876030107 10,833 423,537 SH   SOLE   423,537 0 0
TARGA RES CORP COM 87612G101 42,085 1,050,050 SH   SOLE   1,050,050 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 4,836 186,900 SH   SOLE   186,900 0 0
TECHNIPFMC PLC COM G87110105 723 30,165 SH   SOLE   30,165 0 0
TELADOC HEALTH INC COM 87918A105 8,441 127,819 SH   SOLE   127,819 0 0
TERRENO RLTY CORP COM 88146M101 19,734 396,197 SH   SOLE   396,197 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 15,656 375,127 SH   SOLE   375,127 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 24,671 84,901 SH   SOLE   84,901 0 0
TPG SPECIALTY LENDING INC COM 87265K102 7,511 359,000 SH   SOLE   359,000 0 0
TRANSUNION COM 89400J107 36,610 452,342 SH   SOLE   452,342 0 0
TWITTER INC COM 90184L102 5,426 131,907 SH   SOLE   131,907 0 0
UNION PACIFIC CORP COM 907818108 11,069 68,486 SH   SOLE   68,486 0 0
UNITED CONTL HLDGS INC COM 910047109 24,768 280,529 SH   SOLE   280,529 0 0
UNITED PARCEL SERVICE INC CL B 911312106 5,503 45,982 SH   SOLE   45,982 0 0
UNITEDHEALTH GROUP INC COM 91324P102 15,533 71,638 SH   SOLE   71,638 0 0
US BANCORP DEL COM NEW 902973304 27,707 501,489 SH   SOLE   501,489 0 0
VEON LTD SPONSORED ADR 91822M106 4,662 1,947,000 SH   SOLE   1,947,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 137,399 2,281,886 SH   SOLE   2,281,886 0 0
VIACOM INC NEW CL B 92553P201 3,749 156,400 SH   SOLE   156,400 0 0
VICOR CORP COM 925815102 7,233 251,324 SH   SOLE   251,324 0 0
VISA INC COM CL A 92826C839 139,780 810,179 SH   SOLE   810,179 0 0
VISTRA ENERGY CORP COM 92840M102 9,116 341,454 SH   SOLE   341,454 0 0
VMWARE INC CL A COM 928563402 2,661 17,749 SH   SOLE   17,749 0 0
VOYA FINL INC COM 929089100 57,792 1,073,699 SH   SOLE   1,073,699 0 0
WALMART INC COM 931142103 11,014 92,982 SH   SOLE   92,982 0 0
WEBSTER FINL CORP CONN COM 947890109 17,103 374,337 SH   SOLE   374,337 0 0
WELLS FARGO CO NEW COM 949746101 16,323 324,069 SH   SOLE   324,069 0 0
WESTERN ALLIANCE BANCORP COM 957638109 17,840 397,037 SH   SOLE   397,037 0 0
WESTERN DIGITAL CORP COM 958102105 46,499 781,680 SH   SOLE   781,680 0 0
WEYERHAEUSER CO COM 962166104 15,354 555,705 SH   SOLE   555,705 0 0
WILLIAMS SONOMA INC COM 969904101 9,416 138,800 SH   SOLE   138,800 0 0
WINGSTOP INC COM 974155103 16,884 198,431 SH   SOLE   198,431 0 0
YAMANA GOLD INC COM 98462Y100 16,226 5,246,917 SH   SOLE   5,246,917 0 0
YUM CHINA HLDGS INC COM 98850P109 11,520 254,100 SH   SOLE   254,100 0 0
ZOETIS INC CL A 98978V103 101,715 817,792 SH   SOLE   817,792 0 0