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
3M CO COM 88579Y101 524 3,700 SH   SOLE   0 0 3,700
ABBOTT LABORATORIES COM 002824100 359 9,100 SH   SOLE   0 0 9,100
ABBVIE INC COM 00287Y109 1,277 24,200 SH   SOLE   15,100 0 9,100
ACCENTURE PLC-CL A COM G1151C101 328 3,400 SH   SOLE   0 0 3,400
AETNA INC COM 00817Y108 2,084 19,600 SH   SOLE   0 0 19,600
AGRIUM INC COM 008916108 15,287 173,326 SH   SOLE   173,326 0 0
ALCOA INC COM 013817101 5,118 541,600 SH   SOLE   541,600 0 0
ALLERGAN PLC COM G0177J108 529 2,100 SH   SOLE   0 0 2,100
ALLY FINANCIAL INC COM 02005N100 1,871 93,900 SH   SOLE   0 0 93,900
ALTRIA GROUP INC COM 02209S103 1,047 19,300 SH   SOLE   19,300 0 0
AMAZON.COM INC COM 023135106 1,141 2,300 SH   SOLE   0 0 2,300
AMERICAN EXPRESS CO COM 025816109 446 6,100 SH   SOLE   0 0 6,100
AMERICAN INTERNATIONAL GROUP COM 026874784 446 8,000 SH   SOLE   0 0 8,000
AMERICAN TOWER CORP COM 03027X100 418 4,800 SH   SOLE   0 0 4,800
AMGEN INC COM 031162100 562 4,200 SH   SOLE   0 0 4,200
ANADARKO PETROLEUM CORP COM 032511107 17,726 300,236 SH   SOLE   297,036 0 3,200
ANGLOGOLD ASHANTI-SPON ADR COM 035128206 6,387 829,500 SH   SOLE   829,500 0 0
APPLE INC COM 037833100 5,061 46,400 SH   SOLE   1,400 0 45,000
ARCHER-DANIELS-MIDLAND CO COM 039483102 33,611 819,387 SH   SOLE   813,187 0 6,200
AT&T INC COM 00206R102 2,892 90,200 SH   SOLE   54,800 0 35,400
AXIALL CORP COM 05463D100 5,550 352,142 SH   SOLE   352,142 0 0
BAKER HUGHES INC COM 057224107 14,167 280,700 SH   SOLE   280,700 0 0
BANCO BRADESCO-ADR COM 059460303 196 38,120 SH   SOLE   0 0 38,120
BANK OF AMERICA CORP COM 060505104 880 57,300 SH   SOLE   0 0 57,300
BANK OF NEW YORK MELLON CORP COM 064058100 304 7,900 SH   SOLE   0 0 7,900
BANK OF NOVA SCOTIA COM 064149107 388 6,700 SH   SOLE   0 0 6,700
BARRICK GOLD CORP COM 067901108 6,634 1,068,300 SH   SOLE   1,068,300 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 2,692 20,900 SH   SOLE   0 0 20,900
BHP BILLITON PLC-ADR COM 05545E209 42,251 1,417,818 SH   SOLE   1,417,818 0 0
BIOGEN INC COM 09062X103 362 1,300 SH   SOLE   0 0 1,300
BLACKROCK INC COM 09247X101 205 700 SH   SOLE   0 0 700
BP PLC-SPONS ADR COM 055622104 23,363 788,500 SH   SOLE   788,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 554 9,400 SH   SOLE   0 0 9,400
BROOKDALE SENIOR LIVING INC COM 112463104 1,448 65,500 SH   SOLE   0 0 65,500
CABOT OIL & GAS CORP COM 127097103 11,237 521,680 SH   SOLE   521,680 0 0
CANADIAN NATL RAILWAY CO COM 136375102 334 4,500 SH   SOLE   0 0 4,500
CANADIAN NATURAL RESOURCES COM 136385101 10,159 519,930 SH   SOLE   519,930 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 1,753 24,500 SH   SOLE   0 0 24,500
CELGENE CORP COM 151020104 485 4,600 SH   SOLE   0 0 4,600
CF INDUSTRIES HOLDINGS INC COM 125269100 6,637 150,200 SH   SOLE   150,200 0 0
CHEVRON CORP COM 166764100 34,430 451,536 SH   SOLE   441,236 0 10,300
CHINA PETROLEUM & CHEM-ADR COM 16941R108 4,903 82,590 SH   SOLE   82,590 0 0
CIGNA CORP COM 125509109 146 1,100 SH   SOLE   1,100 0 0
CISCO SYSTEMS INC COM 17275R102 1,939 75,600 SH   SOLE   48,700 0 26,900
CITIGROUP INC COM 172967424 2,626 53,600 SH   SOLE   0 0 53,600
CNOOC LTD-SPON ADR COM 126132109 5,089 51,452 SH   SOLE   51,452 0 0
COBALT INTERNATIONAL ENERGY COM 19075F106 4,352 640,012 SH   SOLE   640,012 0 0
COCA-COLA CO/THE COM 191216100 1,115 28,100 SH   SOLE   6,700 0 21,400
COGNIZANT TECH SOLUTIONS-A COM 192446102 582 9,608 SH   SOLE   0 0 9,608
COLGATE-PALMOLIVE CO COM 194162103 328 5,200 SH   SOLE   0 0 5,200
COMCAST CORP-CLASS A COM 20030N101 667 12,100 SH   SOLE   0 0 12,100
CONCHO RESOURCES INC COM 20605P101 9,032 93,500 SH   SOLE   93,500 0 0
CONOCOPHILLIPS COM 20825C104 7,432 159,600 SH   SOLE   153,000 0 6,600
COSTCO WHOLESALE CORP COM 22160K105 388 2,700 SH   SOLE   0 0 2,700
CVS HEALTH CORP COM 126650100 2,330 24,500 SH   SOLE   0 0 24,500
DIAMONDBACK ENERGY INC COM 25278X109 7,680 121,900 SH   SOLE   121,900 0 0
DOMINION RESOURCES INC/VA COM 25746U109 229 3,300 SH   SOLE   0 0 3,300
DOW CHEMICAL CO/THE COM 260543103 17,193 423,900 SH   SOLE   416,900 0 7,000
DRIL-QUIP INC COM 262037104 7,472 127,536 SH   SOLE   127,536 0 0
DU PONT (E.I.) DE NEMOURS COM 263534109 257 5,400 SH   SOLE   0 0 5,400
DUKE ENERGY CORP COM 26441C204 502 7,100 SH   SOLE   0 0 7,100
ELDORADO GOLD CORP COM 284902103 6,209 2,062,736 SH   SOLE   2,062,736 0 0
ELI LILLY & CO COM 532457108 434 5,400 SH   SOLE   0 0 5,400
EMC CORP/MA COM 268648102 243 10,500 SH   SOLE   0 0 10,500
EOG RESOURCES INC COM 26875P101 10,085 143,800 SH   SOLE   136,900 0 6,900
EQT CORP COM 26884L109 9,444 145,164 SH   SOLE   145,164 0 0
EXPRESS SCRIPTS HOLDING CO COM 30219G108 388 4,800 SH   SOLE   0 0 4,800
EXXON MOBIL CORP COM 30231G102 47,019 644,372 SH   SOLE   621,400 0 22,972
FACEBOOK INC-A COM 30303M102 945 10,900 SH   SOLE   0 0 10,900
FEDEX CORP COM 31428X106 255 1,800 SH   SOLE   0 0 1,800
FMC TECHNOLOGIES INC COM 30249U101 7,851 248,832 SH   SOLE   248,832 0 0
FORD MOTOR CO COM 345370860 263 20,000 SH   SOLE   0 0 20,000
FREEPORT-MCMORAN INC COM 35671D857 16,155 1,773,300 SH   SOLE   1,773,300 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 0 1 SH   SOLE   0 0 1
GENERAL ELECTRIC CO COM 369604103 3,319 135,100 SH   SOLE   0 0 135,100
GENERAL MOTORS CO COM 37045V100 239 8,200 SH   SOLE   0 0 8,200
GILEAD SCIENCES INC COM 375558103 845 8,800 SH   SOLE   0 0 8,800
GOLDCORP INC COM 380956409 10,959 897,563 SH   SOLE   897,563 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 361 2,100 SH   SOLE   0 0 2,100
GOOGLE INC-CL A COM 38259P508 1,121 1,800 SH   SOLE   0 0 1,800
GOOGLE INC-CL C COM 38259P706 1,073 1,804 SH   SOLE   0 0 1,804
GULFPORT ENERGY CORP COM 402635304 6,664 227,600 SH   SOLE   227,600 0 0
HALLIBURTON CO COM 406216101 10,647 307,000 SH   SOLE   307,000 0 0
HCA HOLDINGS INC COM 40412C101 326 4,400 SH   SOLE   0 0 4,400
HESS CORP COM 42809H107 7,028 145,570 SH   SOLE   145,570 0 0
HEWLETT-PACKARD CO COM 428236103 2,066 83,800 SH   SOLE   0 0 83,800
HOLLYFRONTIER CORP COM 436106108 7,039 150,500 SH   SOLE   150,500 0 0
HOME DEPOT INC COM 437076102 881 7,800 SH   SOLE   0 0 7,800
INTEL CORP COM 458140100 1,500 51,300 SH   SOLE   25,000 0 26,300
INTERNATIONAL PAPER CO COM 460146103 24,748 661,900 SH   SOLE   661,900 0 0
INTL BUSINESS MACHINES CORP COM 459200101 769 5,400 SH   SOLE   0 0 5,400
ISRAEL CHEMICALS LTD COM M5920A109 4,193 850,483 SH   SOLE   850,483 0 0
JOHNSON & JOHNSON COM 478160104 2,996 32,200 SH   SOLE   16,500 0 15,700
JPMORGAN CHASE & CO COM 46625H100 1,206 20,149 SH   SOLE   0 0 20,149
KINDER MORGAN INC COM 49456B101 4,429 169,300 SH   SOLE   159,500 0 9,800
LA-Z-BOY INC COM 505336107 771 29,100 SH   SOLE   0 0 29,100
LEGGETT & PLATT INC COM 524660107 338 8,300 SH   SOLE   8,300 0 0
LIBERTY INTERACTIVE CORP Q-A COM 53071M104 1,542 59,100 SH   SOLE   0 0 59,100
LOWE'S COS INC COM 548661107 447 6,700 SH   SOLE   0 0 6,700
LYONDELLBASELL INDU-CL A COM N53745100 453 5,600 SH   SOLE   5,600 0 0
MARATHON OIL CORP COM 565849106 8,784 586,780 SH   SOLE   586,780 0 0
MARTIN MARIETTA MATERIALS COM 573284106 12,270 82,700 SH   SOLE   82,700 0 0
MASTERCARD INC-CLASS A COM 57636Q104 497 5,600 SH   SOLE   0 0 5,600
MCDONALD'S CORP COM 580135101 731 7,500 SH   SOLE   1,700 0 5,800
MCKESSON CORP COM 58155Q103 222 1,200 SH   SOLE   0 0 1,200
MEDTRONIC PLC COM G5960L103 524 7,900 SH   SOLE   0 0 7,900
MERCK & CO. INC. COM 58933Y105 2,072 42,600 SH   SOLE   26,500 0 16,100
METLIFE INC COM 59156R108 253 5,460 SH   SOLE   0 0 5,460
MICROSOFT CORP COM 594918104 4,031 92,800 SH   SOLE   0 0 92,800
MONDELEZ INTERNATIONAL INC-A COM 609207105 392 9,600 SH   SOLE   0 0 9,600
MONSANTO CO COM 61166W101 26,409 315,900 SH   SOLE   313,000 0 2,900
MORGAN STANLEY COM 617446448 288 9,300 SH   SOLE   0 0 9,300
MOSAIC CO/THE COM 61945C103 23,362 752,629 SH   SOLE   752,629 0 0
NETFLIX INC COM 64110L106 128 1,300 SH   SOLE   0 0 1,300
NEXTERA ENERGY INC COM 65339F101 242 2,500 SH   SOLE   0 0 2,500
NIKE INC -CL B COM 654106103 479 4,000 SH   SOLE   0 0 4,000
NOBLE ENERGY INC COM 655044105 9,587 322,800 SH   SOLE   322,800 0 0
NUCOR CORP COM 670346105 16,116 433,700 SH   SOLE   433,700 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 17,227 267,200 SH   SOLE   262,500 0 4,700
OCEANEERING INTL INC COM 675232102 8,564 218,200 SH   SOLE   218,200 0 0
ORACLE CORP COM 68389X105 710 20,000 SH   SOLE   0 0 20,000
PACKAGING CORP OF AMERICA COM 695156109 214 3,600 SH   SOLE   3,600 0 0
PAYCHEX INC COM 704326107 170 3,700 SH   SOLE   3,700 0 0
PEPSICO INC COM 713448108 828 8,900 SH   SOLE   0 0 8,900
PETROCHINA CO LTD -ADR COM 71646E100 5,946 87,836 SH   SOLE   87,836 0 0
PETROLEO BRASILEIRO-SPON ADR COM 71654V408 3,210 825,100 SH   SOLE   825,100 0 0
PFIZER INC COM 717081103 2,781 89,641 SH   SOLE   54,600 0 35,041
PHILLIPS 66 COM 718546104 6,766 90,800 SH   SOLE   90,800 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 13,705 115,700 SH   SOLE   115,700 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 264 3,000 SH   SOLE   0 0 3,000
POSCO- SPON ADR COM 693483109 3,776 109,000 SH   SOLE   109,000 0 0
POTASH CORP OF SASKATCHEWAN COM 73755L107 24,319 1,195,215 SH   SOLE   1,195,215 0 0
PRICELINE GROUP INC/THE COM 741503403 360 300 SH   SOLE   0 0 300
PROCTER & GAMBLE CO/THE COM 742718109 1,069 14,788 SH   SOLE   0 0 14,788
PUBLIC SERVICE ENTERPRISE GP COM 744573106 123 3,000 SH   SOLE   3,000 0 0
QUALCOMM INC COM 747525103 467 8,900 SH   SOLE   0 0 8,900
QUANTA SERVICES INC COM 74762E102 1,887 79,100 SH   SOLE   0 0 79,100
RANDGOLD RESOURCES LTD-ADR COM 752344309 9,946 172,322 SH   SOLE   172,322 0 0
RICE ENERGY INC COM 762760106 4,842 307,800 SH   SOLE   307,800 0 0
RIO TINTO PLC-SPON ADR COM 767204100 33,259 1,018,647 SH   SOLE   1,018,647 0 0
ROGERS COMMUNICATIONS INC-B COM 775109200 268 5,800 SH   SOLE   5,800 0 0
ROWAN COMPANIES PLC-A COM G7665A101 4,450 274,200 SH   SOLE   274,200 0 0
ROYAL BANK OF CANADA COM 780087102 618 8,600 SH   SOLE   0 0 8,600
ROYAL DUTCH SHELL-SPON ADR-A COM 780259206 31,761 682,305 SH   SOLE   682,305 0 0
SCANA CORP COM 80589M102 394 7,200 SH   SOLE   7,200 0 0
SCHLUMBERGER LTD COM 806857108 16,680 241,384 SH   SOLE   241,384 0 0
SIMON PROPERTY GROUP INC COM 828806109 328 1,800 SH   SOLE   0 0 1,800
SM ENERGY CO COM 78454L100 6,696 223,207 SH   SOLE   223,207 0 0
SOUTHERN CO/THE COM 842587107 226 5,100 SH   SOLE   0 0 5,100
SOUTHERN COPPER CORP COM 84265V105 15,418 590,943 SH   SOLE   590,943 0 0
SPECTRA ENERGY CORP COM 847560109 380 15,000 SH   SOLE   15,000 0 0
STARBUCKS CORP COM 855244109 479 8,600 SH   SOLE   0 0 8,600
STEEL DYNAMICS INC COM 858119100 4,798 285,100 SH   SOLE   285,100 0 0
STEELCASE INC-CL A COM 858155203 2,097 116,440 SH   SOLE   0 0 116,440
SUNCOR ENERGY INC COM 867224107 436 12,300 SH   SOLE   2,900 0 9,400
SUPERIOR ENERGY SERVICES INC COM 868157108 7,342 563,492 SH   SOLE   563,492 0 0
SYNGENTA AG-ADR COM 87160A100 15,558 247,423 SH   SOLE   247,423 0 0
TAHOE RESOURCES INC COM 873868103 5,304 696,000 SH   SOLE   696,000 0 0
TECK RESOURCES LTD-CLS B COM 878742204 4,979 1,057,111 SH   SOLE   1,057,111 0 0
TEXAS INSTRUMENTS INC COM 882508104 323 6,800 SH   SOLE   0 0 6,800
THERMO FISHER SCIENTIFIC INC COM 883556102 779 6,500 SH   SOLE   0 0 6,500
TIFFANY & CO COM 886547108 996 13,247 SH   SOLE   0 0 13,247
TIME WARNER INC COM 887317303 1,279 19,200 SH   SOLE   0 0 19,200
TORONTO-DOMINION BANK COM 891160509 565 11,000 SH   SOLE   0 0 11,000
TOTAL SA-SPON ADR COM 89151E109 31,104 707,717 SH   SOLE   707,717 0 0
TRANSCANADA CORP COM 89353D107 546 13,200 SH   SOLE   13,200 0 0
TWENTY-FIRST CENTURY FOX-A COM 90130A101 224 8,700 SH   SOLE   0 0 8,700
TYSON FOODS INC-CL A COM 902494103 2,300 55,000 SH   SOLE   0 0 55,000
UNION PACIFIC CORP COM 907818108 450 5,200 SH   SOLE   0 0 5,200
UNITED PARCEL SERVICE-CL B COM 911312106 432 4,400 SH   SOLE   0 0 4,400
UNITEDHEALTH GROUP INC COM 91324P102 685 6,000 SH   SOLE   0 0 6,000
US BANCORP COM 902973304 431 10,600 SH   SOLE   0 0 10,600
VALEANT PHARMACEUTICALS INTE COM 91911K102 360 1,700 SH   SOLE   0 0 1,700
VERIZON COMMUNICATIONS INC COM 92343V104 988 22,700 SH   SOLE   0 0 22,700
VISA INC-CLASS A SHARES COM 92826C839 768 11,200 SH   SOLE   0 0 11,200
WALGREENS BOOTS ALLIANCE INC COM 931427108 443 5,400 SH   SOLE   0 0 5,400
WAL-MART STORES INC COM 931142103 609 9,549 SH   SOLE   0 0 9,549
WALT DISNEY CO/THE COM 254687106 925 9,300 SH   SOLE   0 0 9,300
WEATHERFORD INTERNATIONAL PL COM H27013103 3,449 413,000 SH   SOLE   413,000 0 0
WELLS FARGO & CO COM 949746101 1,410 27,700 SH   SOLE   0 0 27,700
WESTROCK CO COM 96145D105 1,719 34,000 SH   SOLE   0 0 34,000
WEYERHAEUSER CO COM 962166104 19,658 726,443 SH   SOLE   726,443 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,838 19,600 SH   SOLE   0 0 19,600