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
58.COM INC ADR ADR 31680Q104 165,275 3,351,755 SH   SOLE   3,351,755 0 0
ABBOTT LABORATORIES Common Stock 002824100 288,693 3,450,374 SH   SOLE   3,450,374 0 0
ABERCROMBIE & FITCH CO Common Stock 002896207 4,572 293,086 SH   SOLE   293,086 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 219 4,135 SH   SOLE   4,135 0 0
ACUITY BRANDS INC Common Stock 00508Y102 2,596 19,261 SH   SOLE   19,261 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 231 838 SH   SOLE   838 0 0
ADVANSIX INC Common Stock 00773T101 0 1 SH   SOLE   1 0 0
AFLAC INC Common Stock 001055102 189,347 3,619,011 SH   SOLE   3,619,011 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 15,880 207,231 SH   SOLE   207,231 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108 88,987 1,659,416 SH   SOLE   1,659,416 0 0
ALAMOS GOLD INC Common Stock 011532108 14,227 2,446,227 SH   SOLE   2,446,227 0 0
ALCOA CORP Common Stock 013872106 4,298 214,173 SH   SOLE   214,173 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 196,299 2,004,282 SH   SOLE   2,004,282 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 1,320,033 7,893,516 SH   SOLE   7,893,516 0 0
ALLY FINANCIAL INC Common Stock 02005N100 87,807 2,647,977 SH   SOLE   2,647,977 0 0
ALPHABET INC Common Stock 02079K107 28,865 23,679 SH   SOLE   23,679 0 0
ALPHABET INC Common Stock 02079K305 708,996 580,602 SH   SOLE   580,602 0 0
ALTRIA GROUP INC Common Stock 02209S103 86,769 2,121,486 SH   SOLE   2,121,486 0 0
AMAZON.COM INC Common Stock 023135106 386,943 222,905 SH   SOLE   222,905 0 0
AMBEV SA ADR 02319V103 49,276 10,665,861 SH   SOLE   10,665,861 0 0
AMC NETWORKS INC Common Stock 00164V103 117,688 2,393,976 SH   SOLE   2,393,976 0 0
AMERICAN EXPRESS CO Common Stock 025816109 62,166 525,580 SH   SOLE   525,580 0 0
ANHEUSER BUSCH INBEV SPN ADR ADR 03524A108 97,561 1,025,342 SH   SOLE   1,025,342 0 0
ANTHEM INC Common Stock 036752103 150,524 626,924 SH   SOLE   626,924 0 0
AO SMITH CORP Common Stock 831865209 22,083 462,853 SH   SOLE   462,853 0 0
APPLE INC Common Stock 037833100 373,598 1,668,070 SH   SOLE   1,668,070 0 0
ARCH CAPITAL GROUP LTD Common Stock G0450A105 27,933 665,394 SH   SOLE   665,394 0 0
ARTHUR J GALLAGHER & CO Common Stock 363576109 4,740 52,924 SH   SOLE   52,924 0 0
ASML HOLDING NV NY Reg Shrs N07059210 6,337 25,509 SH   SOLE   25,509 0 0
AUTOHOME INC ADR 05278C107 89,437 1,075,874 SH   SOLE   1,075,874 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 44,962 278,541 SH   SOLE   278,541 0 0
AUTONATION INC Common Stock 05329W102 22,504 443,867 SH   SOLE   443,867 0 0
AUTOZONE INC Common Stock 053332102 96,924 89,362 SH   SOLE   89,362 0 0
B2GOLD CORP Common Stock 11777Q209 42,157 12,950,436 SH   SOLE   12,950,436 0 0
BANCOLOMBIA SA ADR 05968L102 51,474 1,040,935 SH   SOLE   1,040,935 0 0
BANK OF AMERICA CORP Common Stock 060505104 214,890 7,366,810 SH   SOLE   7,366,810 0 0
BANK OF NEW YORK MELLON CORP Common Stock 064058100 3,113 68,863 SH   SOLE   68,863 0 0
BARRICK GOLD CORP Common Stock 067901108 82,733 4,756,301 SH   SOLE   4,756,301 0 0
BAXTER INTERNATIONAL INC Common Stock 071813109 569 6,509 SH   SOLE   6,509 0 0
BECTON DICKINSON AND CO Common Stock 075887109 313,071 1,237,630 SH   SOLE   1,237,630 0 0
BED BATH & BEYOND INC Common Stock 075896100 6,790 638,121 SH   SOLE   638,121 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 1,007,182 513,185 SH   SOLE   513,185 0 0
BROADCOM INC Common Stock 11135F101 140,355 508,405 SH   SOLE   508,405 0 0
BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 24,597 197,681 SH   SOLE   197,681 0 0
CABOT OIL & GAS CORP Common Stock 127097103 8,088 460,356 SH   SOLE   460,356 0 0
CAMECO CORP Common Stock 13321L108 896 94,327 SH   SOLE   94,327 0 0
CANADIAN IMPERIAL BANK OF COMM Common Stock 136069101 3,409 41,285 SH   SOLE   41,285 0 0
CARS.COM INC Common Stock 14575E105 18,012 2,005,784 SH   SOLE   2,005,784 0 0
CBS CORP Common Stock 124857202 152,066 3,766,816 SH   SOLE   3,766,816 0 0
CF INDUSTRIES HOLDINGS INC Common Stock 125269100 2,752 55,944 SH   SOLE   55,944 0 0
CH ROBINSON WORLDWIDE INC Common Stock 12541W209 18,961 223,652 SH   SOLE   223,652 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 337,113 8,059,119 SH   SOLE   8,059,119 0 0
CHEMED CORP Common Stock 16359R103 99,499 238,281 SH   SOLE   238,281 0 0
CHEVRON CORP Common Stock 166764100 257,424 2,170,523 SH   SOLE   2,170,523 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105 121,110 144,098 SH   SOLE   144,098 0 0
CIMAREX ENERGY CO Common Stock 171798101 2,974 62,040 SH   SOLE   62,040 0 0
CISCO SYSTEMS INC Common Stock 17275R102 5,922 119,856 SH   SOLE   119,856 0 0
CITIGROUP INC Common Stock 172967424 584,947 8,467,674 SH   SOLE   8,467,674 0 0
CITIZENS FINANCIAL GROUP INC Common Stock 174610105 3,044 86,061 SH   SOLE   86,061 0 0
CME GROUP INC/IL Common Stock 12572Q105 109,252 516,950 SH   SOLE   516,950 0 0
COCA-COLA CO/THE Common Stock 191216100 528 9,705 SH   SOLE   9,705 0 0
COEUR MINING INC Common Stock 192108504 10,756 2,236,220 SH   SOLE   2,236,220 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 97,626 1,328,059 SH   SOLE   1,328,059 0 0
COMCAST CORP Common Stock 20030N101 396,810 8,802,360 SH   SOLE   8,802,360 0 0
CONOCOPHILLIPS Common Stock 20825C104 25,780 452,443 SH   SOLE   452,443 0 0
DANAHER CORP Common Stock 235851102 463 3,209 SH   SOLE   3,209 0 0
DEAN FOODS CO Common Stock 242370203 155 133,388 SH   SOLE   133,388 0 0
DEERE & CO Common Stock 244199105 39,902 236,552 SH   SOLE   236,552 0 0
DELL TECHNOLOGIES INC Common Stock 24703L202 98,307 1,895,622 SH   SOLE   1,895,622 0 0
DELTA AIR LINES INC Common Stock 247361702 138,281 2,400,718 SH   SOLE   2,400,718 0 0
DIGITAL REALTY TRUST INC REIT 253868103 39,973 307,938 SH   SOLE   307,938 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 252,898 3,118,732 SH   SOLE   3,118,732 0 0
DOLLAR GENERAL CORP Common Stock 256677105 14,428 90,778 SH   SOLE   90,778 0 0
DR HORTON INC Common Stock 23331A109 26,820 508,831 SH   SOLE   508,831 0 0
DXC TECHNOLOGY CO Common Stock 23355L106 56,248 1,906,715 SH   SOLE   1,906,715 0 0
EBAY INC Common Stock 278642103 174,340 4,472,542 SH   SOLE   4,472,542 0 0
ECOLAB INC Common Stock 278865100 16,790 84,781 SH   SOLE   84,781 0 0
ELI LILLY & CO Common Stock 532457108 152,298 1,361,875 SH   SOLE   1,361,875 0 0
ENTERGY CORP Common Stock 29364G103 88,312 752,487 SH   SOLE   752,487 0 0
ESH HOSPITALITY INC Unit 30224P200 51,318 3,505,296 SH   SOLE   3,505,296 0 0
ESSENT GROUP LTD Common Stock G3198U102 26,869 563,637 SH   SOLE   563,637 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 92,520 465,040 SH   SOLE   465,040 0 0
EXXON MOBIL CORP Common Stock 30231G102 23,330 330,411 SH   SOLE   330,411 0 0
F5 NETWORKS INC Common Stock 315616102 19,636 139,839 SH   SOLE   139,839 0 0
FACEBOOK INC Common Stock 30303M102 425,599 2,389,934 SH   SOLE   2,389,934 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 178,326 733,941 SH   SOLE   733,941 0 0
FAIR ISAAC CORP Common Stock 303250104 6,740 22,206 SH   SOLE   22,206 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 133,392 3,003,637 SH   SOLE   3,003,637 0 0
FIDELITY NATIONAL INFORMATION Common Stock 31620M106 301,679 2,272,361 SH   SOLE   2,272,361 0 0
FIRST SOLAR INC Common Stock 336433107 7,131 122,930 SH   SOLE   122,930 0 0
FLEETCOR TECHNOLOGIES INC Common Stock 339041105 110,196 384,251 SH   SOLE   384,251 0 0
FOX CORP Common Stock 35137L105 130,033 4,123,443 SH   SOLE   4,123,443 0 0
FRANCO-NEVADA CORP Common Stock 351858105 66,382 728,044 SH   SOLE   728,044 0 0
FRANKLIN RESOURCES INC Common Stock 354613101 12,363 428,384 SH   SOLE   428,384 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 77,392 2,023,861 SH   SOLE   2,023,861 0 0
GARRETT MOTION INC Common Stock 366505105 874 87,759 SH   SOLE   87,759 0 0
GENERAC HOLDINGS INC Common Stock 368736104 120,837 1,542,472 SH   SOLE   1,542,472 0 0
GLOBAL X SILVER MINERS ETF ETP 37954Y848 18,728 666,250 SH   SOLE   666,250 0 0
GLOBUS MEDICAL INC Common Stock 379577208 73,149 1,430,932 SH   SOLE   1,430,932 0 0
GOLD FIELDS ADR 38059T106 6,031 1,225,876 SH   SOLE   1,225,876 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 119,163 575,030 SH   SOLE   575,030 0 0
GRAFTECH INTERNATIONAL LTD Common Stock 384313508 1,287 100,523 SH   SOLE   100,523 0 0
GREENLIGHT CAPITAL RE LTD Common Stock G4095J109 8,753 833,577 SH   SOLE   833,577 0 0
HANESBRANDS INC Common Stock 410345102 40,093 2,617,031 SH   SOLE   2,617,031 0 0
HASBRO INC Common Stock 418056107 19,971 168,265 SH   SOLE   168,265 0 0
HDFC BANK LTD ADR 40415F101 11,177 195,918 SH   SOLE   195,918 0 0
HELMERICH & PAYNE INC Common Stock 423452101 9,802 244,613 SH   SOLE   244,613 0 0
HESS CORP Common Stock 42809H107 136,442 2,255,987 SH   SOLE   2,255,987 0 0
HOME DEPOT INC/THE Common Stock 437076102 21,510 92,709 SH   SOLE   92,709 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 370,385 2,189,034 SH   SOLE   2,189,034 0 0
INFOSYS LTD ADR 456788108 431,371 37,939,420 SH   SOLE   37,939,420 0 0
INGREDION INC Common Stock 457187102 13,872 169,708 SH   SOLE   169,708 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 194,610 2,109,141 SH   SOLE   2,109,141 0 0
INTUIT INC Common Stock 461202103 300,553 1,130,155 SH   SOLE   1,130,155 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 314,677 2,106,557 SH   SOLE   2,106,557 0 0
ISHARES MSCI CHINA A ETF ETP 46434V514 1,470 53,063 SH   SOLE   53,063 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 21,655 645,076 SH   SOLE   645,076 0 0
ISHARES MSCI MALAYSIA ETF ETP 46434G814 3,759 134,984 SH   SOLE   134,984 0 0
ISHARES MSCI SOUTH KOREA ETF ETP 464286772 12,525 222,311 SH   SOLE   222,311 0 0
ISHARES MSCI TAIWAN ETF ETP 46434G772 10,225 281,224 SH   SOLE   281,224 0 0
ITAU UNIBANCO HOLDING SA ADR 465562106 26,557 3,157,766 SH   SOLE   3,157,766 0 0
ITRON INC Common Stock 465741106 6,528 88,264 SH   SOLE   88,264 0 0
JACK HENRY & ASSOCIATES INC Common Stock 426281101 14,054 96,278 SH   SOLE   96,278 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 152,803 1,669,976 SH   SOLE   1,669,976 0 0
JOHNSON & JOHNSON Common Stock 478160104 565,537 4,371,131 SH   SOLE   4,371,131 0 0
KB HOME Common Stock 48666K109 24,071 707,980 SH   SOLE   707,980 0 0
KINROSS GOLD CORP Common Stock 496902404 32,397 7,039,334 SH   SOLE   7,039,334 0 0
KIRKLAND LAKE GOLD LTD Common Stock 49741E100 42,707 952,717 SH   SOLE   952,717 0 0
KLA-TENCOR CORP Common Stock 482480100 4,695 29,444 SH   SOLE   29,444 0 0
KOSMOS ENERGY LTD Common Stock 500688106 6,665 1,068,184 SH   SOLE   1,068,184 0 0
KRAFT HEINZ CO/THE Common Stock 500754106 293 10,487 SH   SOLE   10,487 0 0
LAM RESEARCH CORP Common Stock 512807108 59,410 257,065 SH   SOLE   257,065 0 0
LANDSTAR SYSTEM INC Common Stock 515098101 16,593 147,387 SH   SOLE   147,387 0 0
LEAR CORP Common Stock 521865204 77,176 654,591 SH   SOLE   654,591 0 0
LENNAR CORP Common Stock 526057104 20,763 371,757 SH   SOLE   371,757 0 0
LINCOLN NATIONAL CORP Common Stock 534187109 45,327 751,445 SH   SOLE   751,445 0 0
LIONS GATE ENTERTAINMENT CORP Common Stock 535919401 656 70,888 SH   SOLE   70,888 0 0
LOCKHEED MARTIN CORP Common Stock 539830109 16,429 42,120 SH   SOLE   42,120 0 0
MACY'S INC Common Stock 55616P104 1,264 81,350 SH   SOLE   81,350 0 0
MARATHON PETROLEUM CORP Common Stock 56585A102 16,152 265,878 SH   SOLE   265,878 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 201,335 2,012,344 SH   SOLE   2,012,344 0 0
MASTERCARD INC Common Stock 57636Q104 384,947 1,417,486 SH   SOLE   1,417,486 0 0
MCKESSON CORP Common Stock 58155Q103 27,783 203,297 SH   SOLE   203,297 0 0
MERCK & CO INC Common Stock 58933Y105 336,179 3,993,575 SH   SOLE   3,993,575 0 0
MGIC INVESTMENT CORP Common Stock 552848103 25,881 2,057,315 SH   SOLE   2,057,315 0 0
MICROSOFT CORP Common Stock 594918104 1,623,260 11,675,607 SH   SOLE   11,675,607 0 0
MOHAWK INDUSTRIES INC Common Stock 608190104 14,768 119,026 SH   SOLE   119,026 0 0
MOLSON COORS BREWING CO Common Stock 60871R209 280 4,862 SH   SOLE   4,862 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 221,745 4,008,408 SH   SOLE   4,008,408 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 9,199 158,437 SH   SOLE   158,437 0 0
MOODY'S CORP Common Stock 615369105 435,744 2,127,347 SH   SOLE   2,127,347 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 42,267 990,550 SH   SOLE   990,550 0 0
MSCI INC Common Stock 55354G100 8,006 36,765 SH   SOLE   36,765 0 0
NABORS INDUSTRIES INC US DOMESTIC 62957HAB1 1,952 3,000,000 SH   SOLE   3,000,000 0 0
NASDAQ OMX GROUP INC/THE Common Stock 631103108 3,325 33,464 SH   SOLE   33,464 0 0
NETEASE INC ADR 64110W102 209,222 786,018 SH   SOLE   786,018 0 0
NEWMONT MINING CORP Common Stock 651639106 31,952 842,628 SH   SOLE   842,628 0 0
NEXTERA ENERGY INC Common Stock 65339F101 10,410 44,682 SH   SOLE   44,682 0 0
NICE-SYSTEMS LTD ADR 653656108 116,080 807,233 SH   SOLE   807,233 0 0
NIKE INC Common Stock 654106103 265,793 2,829,990 SH   SOLE   2,829,990 0 0
NOBLE ENERGY INC Common Stock 655044105 13,909 619,265 SH   SOLE   619,265 0 0
NOMAD FOODS LTD Common Stock G6564A105 171,270 8,354,637 SH   SOLE   8,354,637 0 0
NORFOLK SOUTHERN CORP Common Stock 655844108 153,354 853,578 SH   SOLE   853,578 0 0
NORTHERN TRUST CORP Common Stock 665859104 25,035 268,267 SH   SOLE   268,267 0 0
NORTHROP GRUMMAN CORP Common Stock 666807102 22,092 58,946 SH   SOLE   58,946 0 0
NOVAGOLD RESOURCES INC Common Stock 66987E206 3,186 524,906 SH   SOLE   524,906 0 0
NVR INC Common Stock 62944T105 19,074 5,131 SH   SOLE   5,131 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 16,164 40,562 SH   SOLE   40,562 0 0
PAN AMERICAN SILVER CORP Common Stock 697900108 64,162 4,091,953 SH   SOLE   4,091,953 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 401,281 3,873,743 SH   SOLE   3,873,743 0 0
PEPSICO INC Common Stock 713448108 92,121 671,928 SH   SOLE   671,928 0 0
PERSPECTA INC Common Stock 715347100 85,686 3,280,462 SH   SOLE   3,280,462 0 0
PETROLEO BRASILEIRO SA ADR 71654V408 104,565 7,226,310 SH   SOLE   7,226,310 0 0
PFIZER INC Common Stock 717081103 4,501 125,264 SH   SOLE   125,264 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 382,699 5,040,150 SH   SOLE   5,040,150 0 0
PHILLIPS 66 Common Stock 718546104 17,295 168,892 SH   SOLE   168,892 0 0
Platinum Group Metals LTD Common Stock 72765Q882 634 430,338 SH   SOLE   430,338 0 0
POPULAR INC Common Stock 733174700 173,461 3,207,481 SH   SOLE   3,207,481 0 0
PRETIUM RESOURCES INC Common Stock 74139C102 20,280 1,758,423 SH   SOLE   1,758,423 0 0
PROCTER & GAMBLE CO/THE Common Stock 742718109 44,713 359,485 SH   SOLE   359,485 0 0
PROLOGIS INC REIT 74340W103 9,067 106,400 SH   SOLE   106,400 0 0
PULTEGROUP INC Common Stock 745867101 21,164 579,053 SH   SOLE   579,053 0 0
RADIAN GROUP INC Common Stock 750236101 96,106 4,207,788 SH   SOLE   4,207,788 0 0
RANGE RESOURCES CORP Common Stock 75281A109 40,407 10,577,726 SH   SOLE   10,577,726 0 0
RAYTHEON CO Common Stock 755111507 107,428 547,570 SH   SOLE   547,570 0 0
REINSURANCE GROUP OF AMERICA I Common Stock 759351604 21,596 135,074 SH   SOLE   135,074 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 58,872 4,102,610 SH   SOLE   4,102,610 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 38,486 233,531 SH   SOLE   233,531 0 0
Royal Gold Inc Common Stock 780287108 11,508 93,400 SH   SOLE   93,400 0 0
S&P GLOBAL INC Common Stock 78409V104 427,401 1,744,635 SH   SOLE   1,744,635 0 0
SCORPIO TANKERS INC Common Stock Y7542C130 49,182 1,652,622 SH   SOLE   1,652,622 0 0
SIBANYE GOLD LTD ADR 825724206 4,083 756,132 SH   SOLE   756,132 0 0
SIMON PROPERTY GROUP INC REIT 828806109 26,196 168,300 SH   SOLE   168,300 0 0
SNAP-ON INC Common Stock 833034101 118,293 755,670 SH   SOLE   755,670 0 0
SPARTANNASH CO Common Stock 847215100 896 75,751 SH   SOLE   75,751 0 0
SPROTT PHYSICAL SILVER TRUST Closed-End Fund 85207K107 30,616 4,906,448 SH   SOLE   4,906,448 0 0
SSR MINING INC Common Stock 784730103 70,253 4,838,360 SH   SOLE   4,838,360 0 0
STARBUCKS CORP Common Stock 855244109 10,882 123,072 SH   SOLE   123,072 0 0
STRYKER CORP Common Stock 863667101 15,587 72,063 SH   SOLE   72,063 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 117,493 2,527,825 SH   SOLE   2,527,825 0 0
TAPESTRY INC Common Stock 876030107 22,454 861,956 SH   SOLE   861,956 0 0
TAYLOR MORRISON HOME CORP Common Stock 87724P106 21,745 838,274 SH   SOLE   838,274 0 0
TECK RESOURCES LTD Common Stock 878742204 3,939 242,806 SH   SOLE   242,806 0 0
TERNIUM SA ADR 880890108 23,681 1,234,053 SH   SOLE   1,234,053 0 0
TEXAS PACIFIC LAND TRUST Royalty Trst 882610108 12,133 18,679 SH   SOLE   18,679 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 426,581 1,464,556 SH   SOLE   1,464,556 0 0
THOR INDUSTRIES INC Common Stock 885160101 7,808 137,857 SH   SOLE   137,857 0 0
TIFFANY & CO Common Stock 886547108 89,271 963,740 SH   SOLE   963,740 0 0
TJX COS INC/THE Common Stock 872540109 14,207 254,880 SH   SOLE   254,880 0 0
TRADEWEB MARKETS INC Common Stock 892672106 332 8,976 SH   SOLE   8,976 0 0
TRANSUNION Common Stock 89400J107 246,297 3,036,576 SH   SOLE   3,036,576 0 0
TRAVELERS COS INC/THE Common Stock 89417E109 23,162 155,772 SH   SOLE   155,772 0 0
TRI POINTE GROUP INC Common Stock 87265H109 19,101 1,270,041 SH   SOLE   1,270,041 0 0
TYSON FOODS INC Common Stock 902494103 4,144 48,104 SH   SOLE   48,104 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 278,231 1,280,281 SH   SOLE   1,280,281 0 0
UNUM GROUP Common Stock 91529Y106 107,329 3,611,342 SH   SOLE   3,611,342 0 0
URBAN OUTFITTERS INC Common Stock 917047102 1,565 55,713 SH   SOLE   55,713 0 0
VALERO ENERGY CORP Common Stock 91913Y100 190,817 2,238,583 SH   SOLE   2,238,583 0 0
VANECK VECTORS GOLD MINERS ETF ETP 92189F106 18,079 676,874 SH   SOLE   676,874 0 0
VENTAS INC REIT 92276F100 14,203 194,483 SH   SOLE   194,483 0 0
VERISIGN INC Common Stock 92343E102 491,997 2,608,265 SH   SOLE   2,608,265 0 0
VF CORP Common Stock 918204108 11,498 129,200 SH   SOLE   129,200 0 0
VIACOM INC Common Stock 92553P201 4,010 166,867 SH   SOLE   166,867 0 0
VISA INC Common Stock 92826C839 871,578 5,067,018 SH   SOLE   5,067,018 0 0
VMWARE INC Common Stock 928563402 266,866 1,778,396 SH   SOLE   1,778,396 0 0
WALT DISNEY CO/THE Common Stock 254687106 12,189 93,528 SH   SOLE   93,528 0 0
WASTE MANAGEMENT INC Common Stock 94106L109 9,678 84,157 SH   SOLE   84,157 0 0
WATERS CORP Common Stock 941848103 7,731 34,632 SH   SOLE   34,632 0 0
WELBILT INC Common Stock 949090104 35,222 2,089,088 SH   SOLE   2,089,088 0 0
WESTERN UNION CO/THE Common Stock 959802109 18,040 778,595 SH   SOLE   778,595 0 0
WHEATON PRECIOUS METALS CORP Common Stock 962879102 97,307 3,708,341 SH   SOLE   3,708,341 0 0
WYNDHAM HOTELS & RESORTS INC Common Stock 98311A105 22,087 426,891 SH   SOLE   426,891 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 183,992 3,998,077 SH   SOLE   3,998,077 0 0
XTRACKERS HARVEST CSI 300 CHIN ETP 233051879 6,220 229,591 SH   SOLE   229,591 0 0
ZOETIS INC Common Stock 98978V103 11,756 94,356 SH   SOLE   94,356 0 0