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 4,092 104,100 SH   SOLE N/A 104,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,526 22,300 SH   SOLE N/A 22,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,706 93,510 SH   SOLE N/A 93,510 0 0
ADOBE SYS INC COM 00724F101 6,341 66,200 SH   SOLE N/A 66,200 0 0
AFFILIATED MANAGERS GROUP COM 008252108 2,083 14,800 SH   SOLE N/A 14,800 0 0
AGCO CORP COM 001084102 891 18,900 SH   SOLE N/A 18,900 0 0
AGNICO EAGLE MINES LTD COM 008474108 24,558 459,027 SH   SOLE N/A 459,027 0 0
AIR PRODS & CHEMS INC COM 009158106 2,344 16,500 SH   SOLE N/A 16,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,304 41,200 SH   SOLE N/A 41,200 0 0
ALASKA AIR GROUP INC COM 011659109 1,976 33,900 SH   SOLE N/A 33,900 0 0
ALBEMARLE CORP COM 012653101 492 6,200 SH   SOLE N/A 6,200 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 32,768 167,251 SH   SOLE N/A 167,251 0 0
ALPHABET INC CAP STK CL A 02079K305 4,292 6,100 SH   SOLE N/A 6,100 0 0
AMC NETWORKS INC CL A 00164V103 1,313 21,728 SH   SOLE N/A 21,728 0 0
AMERICAN EXPRESS CO COM 025816109 4,928 81,100 SH   SOLE N/A 81,100 0 0
AMERICAN TOWER CORP NEW COM 03027X100 7,930 69,800 SH   SOLE N/A 69,800 0 0
AMERIPRISE FINL INC COM 03076C106 2,354 26,200 SH   SOLE N/A 26,200 0 0
AMERISOURCEBERGEN CORP COM 03073E105 25,310 319,092 SH   SOLE N/A 319,092 0 0
AMETEK INC NEW COM 031100100 781 16,900 SH   SOLE N/A 16,900 0 0
AMGEN INC COM 031162100 5,827 38,300 SH   SOLE N/A 38,300 0 0
AMPHENOL CORP NEW CL A 032095101 533 9,300 SH   SOLE N/A 9,300 0 0
ANADARKO PETE CORP COM 032511107 7,954 149,380 SH   SOLE N/A 149,380 0 0
ANALOG DEVICES INC COM 032654105 3,811 67,281 SH   SOLE N/A 67,281 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 5,136 284,378 SH   SOLE N/A 284,378 0 0
ANNALY CAP MGMT INC COM 035710409 164 14,800 SH   SOLE N/A 14,800 0 0
ANSYS INC COM 03662Q105 254 2,800 SH   SOLE N/A 2,800 0 0
ANTHEM INC COM 036752103 5,648 43,000 SH   SOLE N/A 43,000 0 0
APACHE CORP COM 037411105 6,174 110,900 SH   SOLE N/A 110,900 0 0
APPLE INC COM 037833100 11,587 121,200 SH   SOLE N/A 121,200 0 0
APPLIED MATLS INC COM 038222105 11,256 469,583 SH   SOLE N/A 469,583 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,573 60,000 SH   SOLE N/A 60,000 0 0
ARROW ELECTRS INC COM 042735100 1,028 16,600 SH   SOLE N/A 16,600 0 0
ASHLAND INC NEW COM 044209104 482 4,200 SH   SOLE N/A 4,200 0 0
ASSURANT INC COM 04621X108 280 3,246 SH   SOLE N/A 3,246 0 0
AVERY DENNISON CORP COM 053611109 650 8,700 SH   SOLE N/A 8,700 0 0
B2GOLD CORP COM 11777Q209 1,680 673,200 SH   SOLE N/A 673,200 0 0
BARD C R INC COM 067383109 4,895 20,815 SH   SOLE N/A 20,815 0 0
BARRICK GOLD CORP COM 067901108 45,112 2,112,956 SH   SOLE N/A 2,112,956 0 0
BECTON DICKINSON & CO COM 075887109 634 3,737 SH   SOLE N/A 3,737 0 0
BED BATH & BEYOND INC COM 075896100 19,687 455,501 SH   SOLE N/A 455,501 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 15,763 551,911 SH   SOLE N/A 551,911 0 0
BIOGEN INC COM 09062X103 12,444 51,461 SH   SOLE N/A 51,461 0 0
BOEING CO COM 097023105 7,462 57,456 SH   SOLE N/A 57,456 0 0
BORGWARNER INC COM 099724106 5,566 188,546 SH   SOLE N/A 188,546 0 0
BOSTON PROPERTIES INC COM 101121101 541 4,100 SH   SOLE N/A 4,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 226 9,684 SH   SOLE N/A 9,684 0 0
BP PLC SPONSORED ADR 055622104 16,114 453,800 SH   SOLE N/A 453,800 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 13,714 186,454 SH   SOLE N/A 186,454 0 0
BROWN FORMAN CORP CL B 115637209 619 6,200 SH   SOLE N/A 6,200 0 0
BUNGE LIMITED COM G16962105 538 9,100 SH   SOLE N/A 9,100 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 898 12,100 SH   SOLE N/A 12,100 0 0
CABOT OIL & GAS CORP COM 127097103 3,557 138,200 SH   SOLE N/A 138,200 0 0
CAMECO CORP COM 13321L108 1,387 126,900 SH   SOLE N/A 126,900 0 0
CAMPBELL SOUP CO COM 134429109 3,600 54,114 SH   SOLE N/A 54,114 0 0
CANADIAN NAT RES LTD COM 136385101 16,565 539,719 SH   SOLE N/A 539,719 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,668 73,500 SH   SOLE N/A 73,500 0 0
CARDINAL HEALTH INC COM 14149Y108 11,201 143,581 SH   SOLE N/A 143,581 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,959 134,811 SH   SOLE N/A 134,811 0 0
CATERPILLAR INC DEL COM 149123101 280 3,700 SH   SOLE N/A 3,700 0 0
CBRE GROUP INC CL A 12504L109 919 34,700 SH   SOLE N/A 34,700 0 0
CELANESE CORP DEL COM SER A 150870103 1,407 21,500 SH   SOLE N/A 21,500 0 0
CELGENE CORP COM 151020104 720 7,300 SH   SOLE N/A 7,300 0 0
CENOVUS ENERGY INC COM 15135U109 5,754 418,200 SH   SOLE N/A 418,200 0 0
CENTURYLINK INC COM 156700106 18,809 648,370 SH   SOLE N/A 648,370 0 0
CERNER CORP COM 156782104 3,164 54,000 SH   SOLE N/A 54,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 503 2,200 SH   SOLE N/A 2,200 0 0
CHEVRON CORP NEW COM 166764100 15,305 146,000 SH   SOLE N/A 146,000 0 0
CHICOS FAS INC COM 168615102 127 11,900 SH   SOLE N/A 11,900 0 0
CIMAREX ENERGY CO COM 171798101 3,300 27,659 SH   SOLE N/A 27,659 0 0
CINTAS CORP COM 172908105 314 3,200 SH   SOLE N/A 3,200 0 0
CISCO SYS INC COM 17275R102 10,558 367,990 SH   SOLE N/A 367,990 0 0
CIT GROUP INC COM NEW 125581801 1,353 42,400 SH   SOLE N/A 42,400 0 0
CITRIX SYS INC COM 177376100 8,997 112,338 SH   SOLE N/A 112,338 0 0
COCA COLA CO COM 191216100 3,672 81,000 SH   SOLE N/A 81,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,440 112,500 SH   SOLE N/A 112,500 0 0
COLGATE PALMOLIVE CO COM 194162103 827 11,300 SH   SOLE N/A 11,300 0 0
COMMVAULT SYSTEMS INC COM 204166102 250 5,786 SH   SOLE N/A 5,786 0 0
CONCHO RES INC COM 20605P101 4,729 39,653 SH   SOLE N/A 39,653 0 0
CONOCOPHILLIPS COM 20825C104 14,979 343,544 SH   SOLE N/A 343,544 0 0
CONSTELLATION BRANDS INC CL A 21036P108 366 2,213 SH   SOLE N/A 2,213 0 0
CONTINENTAL RESOURCES INC COM 212015101 4,774 105,460 SH   SOLE N/A 105,460 0 0
CORE LABORATORIES N V COM N22717107 867 7,000 SH   SOLE N/A 7,000 0 0
CORNING INC COM 219350105 1,956 95,500 SH   SOLE N/A 95,500 0 0
CRESCENT PT ENERGY CORP COM 22576C101 2,406 153,100 SH   SOLE N/A 153,100 0 0
CROWN HOLDINGS INC COM 228368106 1,064 21,000 SH   SOLE N/A 21,000 0 0
CSX CORP COM 126408103 1,502 57,600 SH   SOLE N/A 57,600 0 0
CULLEN FROST BANKERS INC COM 229899109 846 13,272 SH   SOLE N/A 13,272 0 0
CUMMINS INC COM 231021106 3,587 31,900 SH   SOLE N/A 31,900 0 0
CVS HEALTH CORP COM 126650100 14,332 149,700 SH   SOLE N/A 149,700 0 0
D R HORTON INC COM 23331A109 9,089 288,718 SH   SOLE N/A 288,718 0 0
DANAHER CORP DEL COM 235851102 2,210 21,885 SH   SOLE N/A 21,885 0 0
DARDEN RESTAURANTS INC COM 237194105 6,154 97,162 SH   SOLE N/A 97,162 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 5,874 75,970 SH   SOLE N/A 75,970 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,126 85,800 SH   SOLE N/A 85,800 0 0
DENTSPLY SIRONA INC COM 24906P109 372 6,000 SH   SOLE N/A 6,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,492 151,500 SH   SOLE N/A 151,500 0 0
DICKS SPORTING GOODS INC COM 253393102 379 8,400 SH   SOLE N/A 8,400 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 14,335 568,164 SH   SOLE N/A 568,164 0 0
DISH NETWORK CORP CL A 25470M109 11,381 217,195 SH   SOLE N/A 217,195 0 0
DISNEY WALT CO COM DISNEY 254687106 6,730 68,800 SH   SOLE N/A 68,800 0 0
DOVER CORP COM 260003108 1,282 18,500 SH   SOLE N/A 18,500 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 3,400 35,188 SH   SOLE N/A 35,188 0 0
EAST WEST BANCORP INC COM 27579R104 1,548 45,300 SH   SOLE N/A 45,300 0 0
EASTMAN CHEM CO COM 277432100 9,425 138,800 SH   SOLE N/A 138,800 0 0
EATON CORP PLC SHS G29183103 6,707 112,292 SH   SOLE N/A 112,292 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,371 33,800 SH   SOLE N/A 33,800 0 0
ELDORADO GOLD CORP NEW COM 284902103 2,342 523,500 SH   SOLE N/A 523,500 0 0
ELECTRONIC ARTS INC COM 285512109 5,288 69,800 SH   SOLE N/A 69,800 0 0
EMERSON ELEC CO COM 291011104 8,258 158,317 SH   SOLE N/A 158,317 0 0
ENCANA CORP COM 292505104 1,227 158,500 SH   SOLE N/A 158,500 0 0
ENSCO PLC SHS CLASS A G3157S106 12,812 1,319,514 SH   SOLE N/A 1,319,514 0 0
EOG RES INC COM 26875P101 13,603 163,065 SH   SOLE N/A 163,065 0 0
EQT CORP COM 26884L109 4,157 53,686 SH   SOLE N/A 53,686 0 0
EQUIFAX INC COM 294429105 424 3,300 SH   SOLE N/A 3,300 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 317 4,607 SH   SOLE N/A 4,607 0 0
EXPEDITORS INTL WASH INC COM 302130109 343 7,000 SH   SOLE N/A 7,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 23,621 311,618 SH   SOLE N/A 311,618 0 0
EXXON MOBIL CORP COM 30231G102 15,298 163,200 SH   SOLE N/A 163,200 0 0
F M C CORP COM NEW 302491303 704 15,200 SH   SOLE N/A 15,200 0 0
F5 NETWORKS INC COM 315616102 9,956 87,460 SH   SOLE N/A 87,460 0 0
FACEBOOK INC CL A 30303M102 2,697 23,600 SH   SOLE N/A 23,600 0 0
FACTSET RESH SYS INC COM 303075105 630 3,900 SH   SOLE N/A 3,900 0 0
FEDEX CORP COM 31428X106 16,018 105,536 SH   SOLE N/A 105,536 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 656 8,900 SH   SOLE N/A 8,900 0 0
FIFTH THIRD BANCORP COM 316773100 387 22,000 SH   SOLE N/A 22,000 0 0
FIRSTENERGY CORP COM 337932107 3,747 107,345 SH   SOLE N/A 107,345 0 0
FISERV INC COM 337738108 283 2,600 SH   SOLE N/A 2,600 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 201 17,000 SH   SOLE N/A 17,000 0 0
FLOWERS FOODS INC COM 343498101 227 12,100 SH   SOLE N/A 12,100 0 0
FLOWSERVE CORP COM 34354P105 1,464 32,400 SH   SOLE N/A 32,400 0 0
FMC TECHNOLOGIES INC COM 30249U101 5,707 214,000 SH   SOLE N/A 214,000 0 0
FOOT LOCKER INC COM 344849104 11,063 201,656 SH   SOLE N/A 201,656 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 516 8,900 SH   SOLE N/A 8,900 0 0
FOSSIL GROUP INC COM 34988V106 3,412 119,587 SH   SOLE N/A 119,587 0 0
FRANCO NEVADA CORP COM 351858105 9,390 124,128 SH   SOLE N/A 124,128 0 0
FRANKLIN RES INC COM 354613101 320 9,600 SH   SOLE N/A 9,600 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,122 369,991 SH   SOLE N/A 369,991 0 0
GAP INC DEL COM 364760108 7,635 359,813 SH   SOLE N/A 359,813 0 0
GARTNER INC COM 366651107 906 9,300 SH   SOLE N/A 9,300 0 0
GENERAL DYNAMICS CORP COM 369550108 5,792 41,600 SH   SOLE N/A 41,600 0 0
GENERAL ELECTRIC CO COM 369604103 815 25,900 SH   SOLE N/A 25,900 0 0
GENWORTH FINL INC COM CL A 37247D106 42 16,200 SH   SOLE N/A 16,200 0 0
GILEAD SCIENCES INC COM 375558103 31,255 374,672 SH   SOLE N/A 374,672 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 2,868 585,400 SH   SOLE N/A 585,400 0 0
GOLDCORP INC NEW COM 380956409 32,891 1,719,325 SH   SOLE N/A 1,719,325 0 0
GRAINGER W W INC COM 384802104 3,367 14,818 SH   SOLE N/A 14,818 0 0
HANESBRANDS INC COM 410345102 563 22,400 SH   SOLE N/A 22,400 0 0
HENRY JACK & ASSOC INC COM 426281101 255 2,925 SH   SOLE N/A 2,925 0 0
HESS CORP COM 42809H107 5,457 90,800 SH   SOLE N/A 90,800 0 0
HOLLYFRONTIER CORP COM 436106108 2,188 92,036 SH   SOLE N/A 92,036 0 0
HOME DEPOT INC COM 437076102 4,980 39,000 SH   SOLE N/A 39,000 0 0
HONEYWELL INTL INC COM 438516106 2,466 21,197 SH   SOLE N/A 21,197 0 0
HOST HOTELS & RESORTS INC COM 44107P104 676 41,700 SH   SOLE N/A 41,700 0 0
HUNT J B TRANS SVCS INC COM 445658107 445 5,500 SH   SOLE N/A 5,500 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,981 221,600 SH   SOLE N/A 221,600 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,321 22,279 SH   SOLE N/A 22,279 0 0
IMPERIAL OIL LTD COM NEW 453038408 13,236 420,500 SH   SOLE N/A 420,500 0 0
INTEL CORP COM 458140100 32,408 988,043 SH   SOLE N/A 988,043 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 744 5,900 SH   SOLE N/A 5,900 0 0
INTL PAPER CO COM 460146103 6,167 145,509 SH   SOLE N/A 145,509 0 0
INTUIT COM 461202103 5,425 48,611 SH   SOLE N/A 48,611 0 0
INVESCO LTD SHS G491BT108 7,683 300,822 SH   SOLE N/A 300,822 0 0
ISHARES MSCI BRZ CAP ETF 464286400 125,444 4,157,211 SH   SOLE N/A 4,157,211 0 0
ISHARES TR CORE S&P500 ETF 464287200 36,838 175,000 SH   SOLE N/A 0 0 175,000
ISHARES TR MSCI EMG MKT ETF 464287234 1,312,271 38,191,833 SH   SOLE N/A 38,191,833 0 0
ISHARES TR IBOXX INV CP ETF 464287242 110,161 897,555 SH   SOLE N/A 897,555 0 0
ISHARES TR IBOXX HI YD ETF 464288513 6,751 79,700 SH   SOLE N/A 79,700 0 0
JABIL CIRCUIT INC COM 466313103 499 27,000 SH   SOLE N/A 27,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 877 17,600 SH   SOLE N/A 17,600 0 0
JOHNSON & JOHNSON COM 478160104 15,733 129,700 SH   SOLE N/A 129,700 0 0
JOHNSON CTLS INC COM 478366107 727 16,433 SH   SOLE N/A 16,433 0 0
JONES LANG LASALLE INC COM 48020Q107 1,715 17,600 SH   SOLE N/A 17,600 0 0
JUNIPER NETWORKS INC COM 48203R104 19,589 871,009 SH   SOLE N/A 871,009 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,968 21,848 SH   SOLE N/A 21,848 0 0
KBR INC COM 48242W106 201 15,200 SH   SOLE N/A 15,200 0 0
KELLOGG CO COM 487836108 523 6,400 SH   SOLE N/A 6,400 0 0
KEYCORP NEW COM 493267108 1,327 120,100 SH   SOLE N/A 120,100 0 0
KINROSS GOLD CORP COM NO PAR 496902404 4,425 906,500 SH   SOLE N/A 906,500 0 0
KOHLS CORP COM 500255104 13,405 353,509 SH   SOLE N/A 353,509 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,542 19,513 SH   SOLE N/A 19,513 0 0
LAM RESEARCH CORP COM 512807108 6,816 81,080 SH   SOLE N/A 81,080 0 0
LAUDER ESTEE COS INC CL A 518439104 3,244 35,639 SH   SOLE N/A 35,639 0 0
LEAR CORP COM NEW 521865204 1,537 15,100 SH   SOLE N/A 15,100 0 0
LEGG MASON INC COM 524901105 425 14,400 SH   SOLE N/A 14,400 0 0
LEGGETT & PLATT INC COM 524660107 419 8,200 SH   SOLE N/A 8,200 0 0
LENNAR CORP CL A 526057104 1,185 25,700 SH   SOLE N/A 25,700 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 1,874 36,400 SH   SOLE N/A 36,400 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 502 19,800 SH   SOLE N/A 19,800 0 0
LILLY ELI & CO COM 532457108 6,100 77,462 SH   SOLE N/A 77,462 0 0
LINCOLN NATL CORP IND COM 534187109 10,941 282,200 SH   SOLE N/A 282,200 0 0
LINEAR TECHNOLOGY CORP COM 535678106 3,696 79,439 SH   SOLE N/A 79,439 0 0
LINKEDIN CORP COM CL A 53578A108 227 1,200 SH   SOLE N/A 1,200 0 0
LKQ CORP COM 501889208 862 27,200 SH   SOLE N/A 27,200 0 0
LOCKHEED MARTIN CORP COM 539830109 347 1,400 SH   SOLE N/A 1,400 0 0
LOEWS CORP COM 540424108 390 9,500 SH   SOLE N/A 9,500 0 0
LOWES COS INC COM 548661107 4,259 53,800 SH   SOLE N/A 53,800 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 26,279 353,116 SH   SOLE N/A 353,116 0 0
MACYS INC COM 55616P104 12,176 362,280 SH   SOLE N/A 362,280 0 0
MANPOWERGROUP INC COM 56418H100 1,538 23,900 SH   SOLE N/A 23,900 0 0
MARATHON OIL CORP COM 565849106 3,614 240,800 SH   SOLE N/A 240,800 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,293 18,890 SH   SOLE N/A 18,890 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,777 30,089 SH   SOLE N/A 30,089 0 0
MASCO CORP COM 574599106 5,737 185,415 SH   SOLE N/A 185,415 0 0
MASTERCARD INC CL A 57636Q104 484 5,500 SH   SOLE N/A 5,500 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 9,595 268,844 SH   SOLE N/A 268,844 0 0
MCDONALDS CORP COM 580135101 12,875 106,987 SH   SOLE N/A 106,987 0 0
MCKESSON CORP COM 58155Q103 6,226 33,359 SH   SOLE N/A 33,359 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 690 7,600 SH   SOLE N/A 7,600 0 0
MERCK & CO INC COM 58933Y105 14,492 251,546 SH   SOLE N/A 251,546 0 0
METLIFE INC COM 59156R108 16,531 415,045 SH   SOLE N/A 415,045 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 693 1,900 SH   SOLE N/A 1,900 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,048 134,700 SH   SOLE N/A 134,700 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 5,039 99,274 SH   SOLE N/A 99,274 0 0
MICROSOFT CORP COM 594918104 15,302 299,048 SH   SOLE N/A 299,048 0 0
MOHAWK INDS INC COM 608190104 5,798 30,557 SH   SOLE N/A 30,557 0 0
MOLSON COORS BREWING CO CL B 60871R209 728 7,200 SH   SOLE N/A 7,200 0 0
MONDELEZ INTL INC CL A 609207105 13,821 303,700 SH   SOLE N/A 303,700 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 13,077 198,230 SH   SOLE N/A 198,230 0 0
MSC INDL DIRECT INC CL A 553530106 804 11,400 SH   SOLE N/A 11,400 0 0
NASDAQ INC COM 631103108 446 6,900 SH   SOLE N/A 6,900 0 0
NETAPP INC COM 64110D104 10,934 444,638 SH   SOLE N/A 444,638 0 0
NETSUITE INC COM 64118Q107 1,645 22,600 SH   SOLE N/A 22,600 0 0
NEW GOLD INC CDA COM 644535106 1,561 358,700 SH   SOLE N/A 358,700 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 586 39,100 SH   SOLE N/A 39,100 0 0
NEWMONT MINING CORP COM 651639106 11,352 290,179 SH   SOLE N/A 290,179 0 0
NIKE INC CL B 654106103 668 12,100 SH   SOLE N/A 12,100 0 0
NOBLE CORP PLC SHS USD G65431101 18,574 2,254,112 SH   SOLE N/A 2,254,112 0 0
NOBLE ENERGY INC COM 655044105 4,533 126,362 SH   SOLE N/A 126,362 0 0
NORTHERN TR CORP COM 665859104 848 12,800 SH   SOLE N/A 12,800 0 0
NRG ENERGY INC COM NEW 629377508 1,801 120,149 SH   SOLE N/A 120,149 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 438 28,000 SH   SOLE N/A 28,000 0 0
NUCOR CORP COM 670346105 10,178 205,983 SH   SOLE N/A 205,983 0 0
NVIDIA CORP COM 67066G104 3,861 82,121 SH   SOLE N/A 82,121 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 2,215 8,169 SH   SOLE N/A 8,169 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 15,180 200,900 SH   SOLE N/A 200,900 0 0
OCEANEERING INTL INC COM 675232102 233 7,800 SH   SOLE N/A 7,800 0 0
ORACLE CORP COM 68389X105 3,652 89,228 SH   SOLE N/A 89,228 0 0
OWENS ILL INC COM NEW 690768403 182 10,100 SH   SOLE N/A 10,100 0 0
PACCAR INC COM 693718108 4,241 81,759 SH   SOLE N/A 81,759 0 0
PACKAGING CORP AMER COM 695156109 696 10,400 SH   SOLE N/A 10,400 0 0
PARKER HANNIFIN CORP COM 701094104 14,446 133,700 SH   SOLE N/A 133,700 0 0
PATTERSON COMPANIES INC COM 703395103 306 6,400 SH   SOLE N/A 6,400 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 1,025 69,900 SH   SOLE N/A 69,900 0 0
PEPSICO INC COM 713448108 10,965 103,500 SH   SOLE N/A 103,500 0 0
PERKINELMER INC COM 714046109 477 9,100 SH   SOLE N/A 9,100 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,413 20,809 SH   SOLE N/A 20,809 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 12,873 1,797,900 SH   SOLE N/A 1,797,900 0 0
PFIZER INC COM 717081103 19,740 560,639 SH   SOLE N/A 560,639 0 0
PHILLIPS 66 COM 718546104 677 8,529 SH   SOLE N/A 8,529 0 0
PIONEER NAT RES CO COM 723787107 7,757 51,300 SH   SOLE N/A 51,300 0 0
PPG INDS INC COM 693506107 7,188 69,020 SH   SOLE N/A 69,020 0 0
PRICELINE GRP INC COM NEW 741503403 4,369 3,500 SH   SOLE N/A 3,500 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 1,106 26,900 SH   SOLE N/A 26,900 0 0
PROLOGIS INC COM 74340W103 387 7,900 SH   SOLE N/A 7,900 0 0
PRUDENTIAL FINL INC COM 744320102 6,415 89,917 SH   SOLE N/A 89,917 0 0
PUBLIC STORAGE COM 74460D109 409 1,600 SH   SOLE N/A 1,600 0 0
PVH CORP COM 693656100 8,273 87,792 SH   SOLE N/A 87,792 0 0
QUANTA SVCS INC COM 74762E102 610 26,400 SH   SOLE N/A 26,400 0 0
RANDGOLD RES LTD ADR 752344309 7,348 65,581 SH   SOLE N/A 65,581 0 0
RANGE RES CORP COM 75281A109 2,226 51,604 SH   SOLE N/A 51,604 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 1,479 30,000 SH   SOLE N/A 30,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 1,105 129,900 SH   SOLE N/A 129,900 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 577 7,500 SH   SOLE N/A 7,500 0 0
RIO TINTO PLC SPONSORED ADR 767204100 16,304 520,900 SH   SOLE N/A 520,900 0 0
ROBERT HALF INTL INC COM 770323103 1,481 38,800 SH   SOLE N/A 38,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,951 25,700 SH   SOLE N/A 25,700 0 0
ROCKWELL COLLINS INC COM 774341101 766 9,000 SH   SOLE N/A 9,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 409 2,400 SH   SOLE N/A 2,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 9,688 144,274 SH   SOLE N/A 144,274 0 0
ROYAL GOLD INC COM 780287108 3,428 47,600 SH   SOLE N/A 47,600 0 0
S&P GLOBAL INC COM 78409V104 5,818 54,243 SH   SOLE N/A 54,243 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 385 13,100 SH   SOLE N/A 13,100 0 0
SCHEIN HENRY INC COM 806407102 407 2,300 SH   SOLE N/A 2,300 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 978 15,700 SH   SOLE N/A 15,700 0 0
SEI INVESTMENTS CO COM 784117103 1,203 25,000 SH   SOLE N/A 25,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 548 15,700 SH   SOLE N/A 15,700 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 2,208 162,126 SH   SOLE N/A 162,126 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,112 8,900 SH   SOLE N/A 8,900 0 0
SILVER WHEATON CORP COM 828336107 19,888 845,201 SH   SOLE N/A 845,201 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 6,611 104,469 SH   SOLE N/A 104,469 0 0
SNAP ON INC COM 833034101 836 5,300 SH   SOLE N/A 5,300 0 0
SOUTHERN COPPER CORP COM 84265V105 6,340 234,997 SH   SOLE N/A 234,997 0 0
SOUTHWEST AIRLS CO COM 844741108 1,174 29,954 SH   SOLE N/A 29,954 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,141,086 10,221,200 SH   SOLE N/A 8,163,600 0 2,057,600
STANLEY BLACK & DECKER INC COM 854502101 2,649 23,816 SH   SOLE N/A 23,816 0 0
STAPLES INC COM 855030102 22,736 2,637,617 SH   SOLE N/A 2,637,617 0 0
STARBUCKS CORP COM 855244109 11,377 199,175 SH   SOLE N/A 199,175 0 0
STATE STR CORP COM 857477103 3,278 60,800 SH   SOLE N/A 60,800 0 0
SUNCOR ENERGY INC NEW COM 867224107 22,320 808,800 SH   SOLE N/A 808,800 0 0
SYMANTEC CORP COM 871503108 406 19,764 SH   SOLE N/A 19,764 0 0
TAHOE RES INC COM 873868103 3,151 211,500 SH   SOLE N/A 211,500 0 0
TARGET CORP COM 87612E106 10,290 147,382 SH   SOLE N/A 147,382 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 891 31,300 SH   SOLE N/A 31,300 0 0
TE CONNECTIVITY LTD REG SHS H84989104 6,048 105,900 SH   SOLE N/A 105,900 0 0
TECK RESOURCES LTD CL B 878742204 2,299 175,500 SH   SOLE N/A 175,500 0 0
TESORO CORP COM 881609101 11,950 159,508 SH   SOLE N/A 159,508 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,241 24,700 SH   SOLE N/A 18,200 0 6,500
TEXAS INSTRS INC COM 882508104 12,053 192,381 SH   SOLE N/A 192,381 0 0
TEXTRON INC COM 883203101 5,440 148,800 SH   SOLE N/A 148,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,842 12,466 SH   SOLE N/A 12,466 0 0
TIFFANY & CO NEW COM 886547108 1,389 22,900 SH   SOLE N/A 22,900 0 0
TOLL BROTHERS INC COM 889478103 16,271 604,652 SH   SOLE N/A 604,652 0 0
TORCHMARK CORP COM 891027104 284 4,600 SH   SOLE N/A 4,600 0 0
TOTAL SYS SVCS INC COM 891906109 701 13,200 SH   SOLE N/A 13,200 0 0
TRACTOR SUPPLY CO COM 892356106 292 3,200 SH   SOLE N/A 3,200 0 0
TRANSCANADA CORP COM 89353D107 5,798 128,800 SH   SOLE N/A 128,800 0 0
TRIPADVISOR INC COM 896945201 399 6,200 SH   SOLE N/A 6,200 0 0
TUPPERWARE BRANDS CORP COM 899896104 214 3,800 SH   SOLE N/A 3,800 0 0
TURQUOISE HILL RES LTD COM 900435108 2,076 617,100 SH   SOLE N/A 617,100 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,439 53,200 SH   SOLE N/A 53,200 0 0
TYSON FOODS INC CL A 902494103 2,247 33,648 SH   SOLE N/A 33,648 0 0
UNITED CONTL HLDGS INC COM 910047109 1,104 26,900 SH   SOLE N/A 26,900 0 0
UNITED RENTALS INC COM 911363109 14,177 211,276 SH   SOLE N/A 211,276 0 0
UNITED TECHNOLOGIES CORP COM 913017109 226 2,200 SH   SOLE N/A 2,200 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 6,789 64,100 SH   SOLE N/A 64,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,304 23,400 SH   SOLE N/A 23,400 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 201 1,500 SH   SOLE N/A 1,500 0 0
UNUM GROUP COM 91529Y106 1,663 52,300 SH   SOLE N/A 52,300 0 0
URBAN OUTFITTERS INC COM 917047102 5,399 196,329 SH   SOLE N/A 196,329 0 0
V F CORP COM 918204108 9,955 161,900 SH   SOLE N/A 161,900 0 0
VALE S A ADR 91912E105 7,285 1,439,700 SH   SOLE N/A 1,439,700 0 0
VALERO ENERGY CORP NEW COM 91913Y100 8,634 169,291 SH   SOLE N/A 169,291 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,466,142 70,001,189 SH   SOLE N/A 70,001,189 0 0
VARIAN MED SYS INC COM 92220P105 3,651 44,400 SH   SOLE N/A 44,400 0 0
VERISIGN INC COM 92343E102 5,240 60,601 SH   SOLE N/A 60,601 0 0
VERISK ANALYTICS INC COM 92345Y106 300 3,700 SH   SOLE N/A 3,700 0 0
VMWARE INC CL A COM 928563402 8,077 141,162 SH   SOLE N/A 141,162 0 0
WABTEC CORP COM 929740108 1,243 17,699 SH   SOLE N/A 17,699 0 0
WASTE MGMT INC DEL COM 94106L109 1,064 16,063 SH   SOLE N/A 16,063 0 0
WATERS CORP COM 941848103 366 2,600 SH   SOLE N/A 2,600 0 0
WESTERN UN CO COM 959802109 10,032 523,041 SH   SOLE N/A 523,041 0 0
WESTROCK CO COM 96145D105 797 20,500 SH   SOLE N/A 20,500 0 0
WHIRLPOOL CORP COM 963320106 5,632 33,800 SH   SOLE N/A 33,800 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 485 3,900 SH   SOLE N/A 3,900 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 285 4,000 SH   SOLE N/A 4,000 0 0
XILINX INC COM 983919101 2,044 44,315 SH   SOLE N/A 44,315 0 0
XYLEM INC COM 98419M100 585 13,100 SH   SOLE N/A 13,100 0 0
YAMANA GOLD INC COM 98462Y100 10,191 1,959,868 SH   SOLE N/A 1,959,868 0 0
YUM BRANDS INC COM 988498101 5,672 68,407 SH   SOLE N/A 68,407 0 0
ZIONS BANCORPORATION COM 989701107 1,485 59,112 SH   SOLE N/A 59,112 0 0