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 COMMON 88579Y101 334,861 2,222,925 SH   SOLE NONE 2,222,925 0 0
58.com Inc ADR 31680Q104 3,812 57,800 SH   SOLE NONE 57,800 0 0
A10 Networks Inc COMMON 002121101 4,953 755,000 SH   SOLE NONE 755,000 0 0
Abbott Laboratories COMMON 002824100 13,905 309,610 SH   SOLE NONE 309,610 0 0
AbbVie Inc COMMON 00287Y109 35,248 595,000 SH   SOLE NONE 595,000 0 0
Accenture PLC COMMON G1151C101 21,485 205,600 SH   SOLE NONE 205,600 0 0
Accenture PLC LISTED OPTION G1151C101 44 500 SH Put SOLE NONE 500 0 0
Accuride Corp COMMON 00439T206 1,681 1,012,599 SH   SOLE NONE 1,012,599 0 0
Activision Blizzard Inc COMMON 00507V109 8,303 214,500 SH   SOLE NONE 214,500 0 0
Adobe Systems Inc COMMON 00724F101 11,930 127,000 SH   SOLE NONE 127,000 0 0
ADT Corp, The COMMON 00101J106 2,314 70,150 SH   SOLE NONE 70,150 0 0
Advance Auto Parts Inc COMMON 00751Y106 12,658 84,100 SH   SOLE NONE 84,100 0 0
AerCap Holdings NV COMMON N00985106 2,430 56,300 SH   SOLE NONE 56,300 0 0
Aerohive Networks Inc COMMON 007786106 3,015 590,000 SH   SOLE NONE 590,000 0 0
AES Corp/VA COMMON 00130H105 3,432 358,603 SH   SOLE NONE 358,603 0 0
Aetna Inc COMMON 00817Y108 16,026 148,227 SH   SOLE NONE 148,227 0 0
Affiliated Managers Group Inc COMMON 008252108 3,674 23,000 SH   SOLE NONE 23,000 0 0
Aflac Inc COMMON 001055102 10,866 181,400 SH   SOLE NONE 181,400 0 0
Agilent Technologies Inc COMMON 00846U101 5,891 140,900 SH   SOLE NONE 140,900 0 0
AGL Resources Inc COMMON 001204106 9,811 153,748 SH   SOLE NONE 153,748 0 0
Agrium Inc COMMON 008916108 403,586 4,533,200 SH   SOLE NONE 4,533,200 0 0
Air Products & Chemicals Inc COMMON 009158106 23,732 182,400 SH   SOLE NONE 182,400 0 0
Airgas Inc COMMON 009363102 3,818 27,600 SH   SOLE NONE 27,600 0 0
Akamai Technologies Inc COMMON 00971T101 3,979 75,600 SH   SOLE NONE 75,600 0 0
Alcoa Inc COMMON 013817101 27,684 2,804,867 SH   SOLE NONE 2,804,867 0 0
Alexion Pharmaceuticals Inc COMMON 015351109 18,274 95,800 SH   SOLE NONE 95,800 0 0
Alibaba Group Holding Ltd ADR 01609W102 60,953 750,000 SH   SOLE NONE 750,000 0 0
Allergan plc COMMON G0177J108 52,364 167,565 SH   SOLE NONE 167,565 0 0
Alliance Data Systems Corp COMMON 018581108 125,819 454,927 SH   SOLE NONE 454,927 0 0
Alliant Energy Corp COMMON 018802108 2,508 40,164 SH   SOLE NONE 40,164 0 0
Allstate Corp, The COMMON 020002101 2,886 46,476 SH   SOLE NONE 46,476 0 0
Alphabet Inc COMMON 02079K305 96,318 123,800 SH   SOLE NONE 123,800 0 0
Alphabet Inc COMMON 02079K107 212,590 280,136 SH   SOLE NONE 280,136 0 0
Altria Group Inc COMMON 02209S103 48,518 833,500 SH   SOLE NONE 833,500 0 0
Amazon.com Inc COMMON 023135106 103,006 152,400 SH   SOLE NONE 152,400 0 0
AMERCO COMMON 023586100 1,088 2,794 SH   SOLE NONE 2,794 0 0
Ameren Corp COMMON 023608102 8,178 189,180 SH   SOLE NONE 189,180 0 0
American Airlines Group Inc COMMON 02376R102 11,350 268,000 SH   SOLE NONE 268,000 0 0
American Electric Power Co Inc COMMON 025537101 22,304 382,762 SH   SOLE NONE 382,762 0 0
American Express Co COMMON 025816109 203,175 2,921,278 SH   SOLE NONE 2,921,278 0 0
American Financial Group Inc/OH COMMON 025932104 9,357 129,812 SH   SOLE NONE 129,812 0 0
American International Group Inc COMMON 026874784 38,275 617,631 SH   SOLE NONE 617,631 0 0
American National Insurance Co COMMON 028591105 3,886 38,000 SH   SOLE NONE 38,000 0 0
American Tower Corp REIT 03027X100 17,335 178,800 SH   SOLE NONE 178,800 0 0
American Water Works Co Inc COMMON 030420103 3,823 63,982 SH   SOLE NONE 63,982 0 0
Ameriprise Financial Inc COMMON 03076C106 4,621 43,426 SH   SOLE NONE 43,426 0 0
AmerisourceBergen Corp COMMON 03073E105 8,608 83,000 SH   SOLE NONE 83,000 0 0
AMETEK Inc COMMON 031100100 5,418 101,100 SH   SOLE NONE 101,100 0 0
Amgen Inc COMMON 031162100 52,059 320,700 SH   SOLE NONE 320,700 0 0
Amphenol Corp COMMON 032095101 6,842 131,000 SH   SOLE NONE 131,000 0 0
Amplify Snack Brands Inc COMMON 03211L102 213 18,500 SH   SOLE NONE 18,500 0 0
Anadarko Petroleum Corp COMMON 032511107 50,572 1,041,000 SH   SOLE NONE 1,041,000 0 0
Analog Devices Inc COMMON 032654105 7,341 132,700 SH   SOLE NONE 132,700 0 0
Anthem Inc COMMON 036752103 4,320 30,982 SH   SOLE NONE 30,982 0 0
Aon PLC COMMON G0408V102 10,733 116,400 SH   SOLE NONE 116,400 0 0
Apache Corp COMMON 037411105 7,146 160,700 SH   SOLE NONE 160,700 0 0
Apartment Investment & Management Co REIT 03748R101 2,662 66,500 SH   SOLE NONE 66,500 0 0
Apogee Enterprises Inc COMMON 037598109 3,437 79,000 SH   SOLE NONE 79,000 0 0
Apple Inc COMMON 037833100 335,800 3,190,200 SH   SOLE NONE 3,190,200 0 0
Applied Industrial Technologies Inc COMMON 03820C105 3,523 87,000 SH   SOLE NONE 87,000 0 0
Applied Materials Inc COMMON 038222105 9,120 488,500 SH   SOLE NONE 488,500 0 0
AptarGroup Inc COMMON 038336103 182,969 2,518,500 SH   SOLE NONE 2,518,500 0 0
ArcBest Corp COMMON 03937C105 3,508 164,000 SH   SOLE NONE 164,000 0 0
Arch Capital Group Ltd COMMON G0450A105 6,058 86,854 SH   SOLE NONE 86,854 0 0
Archer-Daniels-Midland Co COMMON 039483102 9,306 253,700 SH   SOLE NONE 253,700 0 0
Argo Group International Holdings Ltd COMMON G0464B107 9,245 154,500 SH   SOLE NONE 154,500 0 0
Argos Therapeutics Inc COMMON 040221103 734 317,900 SH   SOLE NONE 317,900 0 0
Armstrong World Industries Inc COMMON 04247X102 3,521 77,000 SH   SOLE NONE 77,000 0 0
Assurant Inc COMMON 04621X108 2,255 28,000 SH   SOLE NONE 28,000 0 0
AT&T Inc COMMON 00206R102 28,400 825,353 SH   SOLE NONE 825,353 0 0
Autodesk Inc COMMON 052769106 5,861 96,200 SH   SOLE NONE 96,200 0 0
Automatic Data Processing Inc COMMON 053015103 16,614 196,100 SH   SOLE NONE 196,100 0 0
AutoNation Inc COMMON 05329W102 1,933 32,400 SH   SOLE NONE 32,400 0 0
AutoZone Inc COMMON 053332102 34,350 46,300 SH   SOLE NONE 46,300 0 0
AvalonBay Communities Inc REIT 053484101 10,709 58,160 SH   SOLE NONE 58,160 0 0
Avery Dennison Corp COMMON 053611109 2,425 38,700 SH   SOLE NONE 38,700 0 0
Baidu Inc ADR 056752108 40,984 216,800 SH   SOLE NONE 216,800 0 0
Baker Hughes Inc COMMON 057224107 8,554 185,344 SH   SOLE NONE 185,344 0 0
Ball Corp COMMON 058498106 4,218 58,000 SH   SOLE NONE 58,000 0 0
Bank of America Corp COMMON 060505104 154,098 9,156,152 SH   SOLE NONE 9,156,152 0 0
Bank of New York Mellon Corp, The COMMON 064058100 28,116 682,085 SH   SOLE NONE 682,085 0 0
Banque de Nouvelle-?cosse, La COMMON 064149107 858,628 21,310,000 SH   SOLE NONE 21,310,000 0 0
Banque Royale du Canada COMMON 780087102 1,252,413 23,462,261 SH   SOLE NONE 23,462,261 0 0
Banque Toronto-Dominion, La COMMON 891160509 1,339,307 34,300,000 SH   SOLE NONE 34,300,000 0 0
Baxalta Inc COMMON 07177M103 9,004 230,700 SH   SOLE NONE 230,700 0 0
Baxter International Inc COMMON 071813109 8,870 232,500 SH   SOLE NONE 232,500 0 0
Bazaarvoice Inc COMMON 073271108 4,730 1,080,000 SH   SOLE NONE 1,080,000 0 0
BB&T Corp COMMON 054937107 6,919 183,004 SH   SOLE NONE 183,004 0 0
Becton Dickinson and Co COMMON 075887109 13,797 89,541 SH   SOLE NONE 89,541 0 0
Bed Bath & Beyond Inc COMMON 075896100 2,456 50,900 SH   SOLE NONE 50,900 0 0
Berkshire Hathaway Inc COMMON 084670702 555,492 4,207,000 SH   SOLE NONE 4,207,000 0 0
Best Buy Co Inc COMMON 086516101 3,861 126,800 SH   SOLE NONE 126,800 0 0
Biogen Inc COMMON 09062X103 29,035 94,778 SH   SOLE NONE 94,778 0 0
BlackRock Inc COMMON 09247X101 13,080 38,412 SH   SOLE NONE 38,412 0 0
Boeing Company, The COMMON 097023105 42,177 291,700 SH   SOLE NONE 291,700 0 0
BorgWarner Inc COMMON 099724106 4,120 95,300 SH   SOLE NONE 95,300 0 0
Boston Properties Inc REIT 101121101 8,328 65,300 SH   SOLE NONE 65,300 0 0
Boston Scientific Corp COMMON 101137107 10,546 571,900 SH   SOLE NONE 571,900 0 0
Brightcove Inc COMMON 10921T101 930 150,000 SH   SOLE NONE 150,000 0 0
Bristol-Myers Squibb Co COMMON 110122108 48,786 709,200 SH   SOLE NONE 709,200 0 0
Broadcom Corp COMMON 111320107 13,883 240,100 SH   SOLE NONE 240,100 0 0
Broadcom Ltd COMMON Y0486S104 16,184 111,500 SH   SOLE NONE 111,500 0 0
Brown-Forman Corp COMMON 115637209 4,289 43,200 SH   SOLE NONE 43,200 0 0
Cabela's Inc COMMON 126804301 18,991 406,405 SH   SOLE NONE 406,405 0 0
Cablevision Systems Corp COMMON 12686C109 3,018 94,600 SH   SOLE NONE 94,600 0 0
Cabot Oil & Gas Corp COMMON 127097103 3,112 175,900 SH   SOLE NONE 175,900 0 0
CAE Inc COMMON 124765108 213,087 19,283,376 SH   SOLE NONE 19,283,376 0 0
Calix Inc COMMON 13100M509 4,486 570,000 SH   SOLE NONE 570,000 0 0
Calpine Corp COMMON 131347304 1,755 121,319 SH   SOLE NONE 121,319 0 0
Cameco Corp COMMON 13321L108 46,082 3,750,000 SH   SOLE NONE 3,750,000 0 0
Cameron International Corp COMMON 13342B105 8,926 141,239 SH   SOLE NONE 141,239 0 0
Campbell Soup Co COMMON 134429109 4,015 76,400 SH   SOLE NONE 76,400 0 0
Canadian Natural Resources Limited COMMON 136385101 420,839 19,344,400 SH   SOLE NONE 19,344,400 0 0
Capital One Financial Corp COMMON 14040H105 16,327 226,200 SH   SOLE NONE 226,200 0 0
Cardinal Health Inc COMMON 14149Y108 12,489 139,900 SH   SOLE NONE 139,900 0 0
Carlisle Cos Inc COMMON 142339100 10,155 114,500 SH   SOLE NONE 114,500 0 0
CarMax Inc COMMON 143130102 4,647 86,100 SH   SOLE NONE 86,100 0 0
Carnival Corp COMMON 143658300 10,662 195,700 SH   SOLE NONE 195,700 0 0
Carrizo Oil & Gas Inc COMMON 144577103 6,286 212,500 SH   SOLE NONE 212,500 0 0
Carter's Inc COMMON 146229109 4,897 55,000 SH   SOLE NONE 55,000 0 0
Caterpillar Inc COMMON 149123101 16,820 247,500 SH   SOLE NONE 247,500 0 0
CBRE Group Inc COMMON 12504L109 4,274 123,600 SH   SOLE NONE 123,600 0 0
CBS Corp COMMON 124857202 55,817 1,184,329 SH   SOLE NONE 1,184,329 0 0
Celgene Corp COMMON 151020104 40,000 334,000 SH   SOLE NONE 334,000 0 0
Cenovus Energy Inc COMMON 15135U109 391,395 31,067,835 SH   SOLE NONE 31,067,835 0 0
CenturyLink Inc COMMON 156700106 5,873 233,427 SH   SOLE NONE 233,427 0 0
Cerner Corp COMMON 156782104 2,977 49,480 SH   SOLE NONE 49,480 0 0
CF Industries Holdings Inc COMMON 125269100 4,043 99,075 SH   SOLE NONE 99,075 0 0
CH Robinson Worldwide Inc COMMON 12541W209 3,789 61,100 SH   SOLE NONE 61,100 0 0
Charles Schwab Corp, The COMMON 808513105 10,185 309,300 SH   SOLE NONE 309,300 0 0
Check Point Software Technologies Ltd COMMON M22465104 3,496 42,956 SH   SOLE NONE 42,956 0 0
Chemin de fer Canadien Pacifique Limit?e COMMON 13645T100 7,684 60,400 SH   SOLE NONE 60,400 0 0
Cheniere Energy Inc COMMON 16411R208 2,969 79,700 SH   SOLE NONE 79,700 0 0
Cheniere Energy Inc LISTED OPTION 16411R208 35 10,000 SH Call SOLE NONE 10,000 0 0
Chevron Corp COMMON 166764100 43,190 480,100 SH   SOLE NONE 480,100 0 0
Chicago Bridge & Iron Co NV COMMON 167250109 3,509 90,000 SH   SOLE NONE 90,000 0 0
Chipotle Mexican Grill Inc COMMON 169656105 6,382 13,300 SH   SOLE NONE 13,300 0 0
Chubb Corp COMMON 171232101 102,862 775,500 SH   SOLE NONE 775,500 0 0
Chubb Ltd COMMON H0023R105 25,850 221,227 SH   SOLE NONE 221,227 0 0
Church & Dwight Co Inc COMMON 171340102 4,736 55,800 SH   SOLE NONE 55,800 0 0
Cia de Minas Buenaventura SAA ADR 204448104 3,239 756,729 SH   SOLE NONE 756,729 0 0
Cigna Corp COMMON 125509109 16,023 109,500 SH   SOLE NONE 109,500 0 0
Cimarex Energy Co COMMON 171798101 3,593 40,200 SH   SOLE NONE 40,200 0 0
Cincinnati Financial Corp COMMON 172062101 3,710 62,700 SH   SOLE NONE 62,700 0 0
Cintas Corp COMMON 172908105 3,387 37,200 SH   SOLE NONE 37,200 0 0
Cisco Systems Inc COMMON 17275R102 151,604 5,582,900 SH   SOLE NONE 5,582,900 0 0
CIT Group Inc COMMON 125581801 8,933 225,000 SH   SOLE NONE 225,000 0 0
Citigroup Inc COMMON 172967424 154,950 2,994,195 SH   SOLE NONE 2,994,195 0 0
Citrix Systems Inc COMMON 177376100 20,078 265,400 SH   SOLE NONE 265,400 0 0
Clorox Company, The COMMON 189054109 6,963 54,900 SH   SOLE NONE 54,900 0 0
CME Group Inc/IL COMMON 12572Q105 13,028 143,800 SH   SOLE NONE 143,800 0 0
CMS Energy Corp COMMON 125896100 7,800 216,194 SH   SOLE NONE 216,194 0 0
CNH Industrial NV COMMON N20944109 4,141 601,210 SH   SOLE NONE 601,210 0 0
CNO Financial Group Inc COMMON 12621E103 3,449 180,658 SH   SOLE NONE 180,658 0 0
Coach Inc COMMON 189754104 48,463 1,480,700 SH   SOLE NONE 1,480,700 0 0
Cobalt International Energy Inc COMMON 19075F106 32,734 6,061,852 SH   SOLE NONE 6,061,852 0 0
Coca-Cola Co, The COMMON 191216100 135,858 3,162,419 SH   SOLE NONE 3,162,419 0 0
Coca-Cola Enterprises Inc COMMON 19122T109 14,221 288,800 SH   SOLE NONE 288,800 0 0
Cognizant Technology Solutions Corp COMMON 192446102 21,817 363,500 SH   SOLE NONE 363,500 0 0
Colgate-Palmolive Co COMMON 194162103 399,733 6,000,200 SH   SOLE NONE 6,000,200 0 0
Columbia Pipeline Group Inc COMMON 198280109 17,065 853,244 SH   SOLE NONE 853,244 0 0
Comcast Corp COMMON 20030N101 24,722 438,100 SH   SOLE NONE 438,100 0 0
Comerica Inc COMMON 200340107 3,142 75,104 SH   SOLE NONE 75,104 0 0
CommVault Systems Inc COMMON 204166102 7,673 195,000 SH   SOLE NONE 195,000 0 0
CommVault Systems Inc LISTED OPTION 204166102 126 1,500 SH Call SOLE NONE 1,500 0 0
Compagnie des chemins de fer nationaux du Canada COMMON 136375102 1,131,618 20,322,300 SH   SOLE NONE 20,322,300 0 0
ConAgra Foods Inc COMMON 205887102 7,757 184,000 SH   SOLE NONE 184,000 0 0
ConocoPhillips COMMON 20825C104 7,466 159,900 SH   SOLE NONE 159,900 0 0
CONSOL Energy Inc COMMON 20854P109 769 97,365 SH   SOLE NONE 97,365 0 0
Consolidated Edison Inc COMMON 209115104 14,685 228,482 SH   SOLE NONE 228,482 0 0
Constellation Brands Inc COMMON 21036P108 10,484 73,600 SH   SOLE NONE 73,600 0 0
Continental Resources Inc/OK COMMON 212015101 4,596 200,000 SH   SOLE NONE 200,000 0 0
Cornerstone OnDemand Inc COMMON 21925Y103 11,568 335,000 SH   SOLE NONE 335,000 0 0
Cornerstone OnDemand Inc LISTED OPTION 21925Y103 90 1,500 SH Call SOLE NONE 1,500 0 0
Corning Inc COMMON 219350105 27,948 1,528,900 SH   SOLE NONE 1,528,900 0 0
Costco Wholesale Corp COMMON 22160K105 13,873 85,900 SH   SOLE NONE 85,900 0 0
CR Bard Inc COMMON 067383109 5,948 31,400 SH   SOLE NONE 31,400 0 0
Credicorp Ltd COMMON G2519Y108 22,624 232,472 SH   SOLE NONE 232,472 0 0
Crown Castle International Corp REIT 22822V101 73,214 846,891 SH   SOLE NONE 846,891 0 0
CSRA Inc COMMON 12650T104 1,755 58,500 SH   SOLE NONE 58,500 0 0
CSX Corp COMMON 126408103 19,811 763,434 SH   SOLE NONE 763,434 0 0
Ctrip.com International Ltd ADR 22943F100 10,429 225,100 SH   SOLE NONE 225,100 0 0
CubeSmart REIT 229663109 1,787 58,365 SH   SOLE NONE 58,365 0 0
Cummins Inc COMMON 231021106 9,619 109,300 SH   SOLE NONE 109,300 0 0
CVS Health Corp COMMON 126650100 174,519 1,784,991 SH   SOLE NONE 1,784,991 0 0
Cypress Semiconductor Corp COMMON 232806109 6,471 659,600 SH   SOLE NONE 659,600 0 0
Danaher Corp COMMON 235851102 77,480 834,200 SH   SOLE NONE 834,200 0 0
Darden Restaurants Inc COMMON 237194105 3,118 49,000 SH   SOLE NONE 49,000 0 0
DaVita HealthCare Partners Inc COMMON 23918K108 4,942 70,900 SH   SOLE NONE 70,900 0 0
Deere & Co COMMON 244199105 6,674 87,500 SH   SOLE NONE 87,500 0 0
Delphi Automotive PLC COMMON G27823106 10,210 119,100 SH   SOLE NONE 119,100 0 0
Delta Air Lines Inc COMMON 247361702 16,946 334,300 SH   SOLE NONE 334,300 0 0
DENTSPLY International Inc COMMON 249030107 3,621 59,500 SH   SOLE NONE 59,500 0 0
Deutsche Bank AG COMMON D18190898 21,387 874,042 SH   SOLE NONE 874,042 0 0
Devon Energy Corp COMMON 25179M103 5,254 164,200 SH   SOLE NONE 164,200 0 0
Diamond Offshore Drilling Inc COMMON 25271C102 578 27,400 SH   SOLE NONE 27,400 0 0
Discover Financial Services COMMON 254709108 9,743 181,700 SH   SOLE NONE 181,700 0 0
Discovery Communications Inc COMMON 25470F302 2,765 109,639 SH   SOLE NONE 109,639 0 0
DISH Network Corp COMMON 25470M109 12,866 225,000 SH   SOLE NONE 225,000 0 0
Dollar General Corp COMMON 256677105 8,890 123,700 SH   SOLE NONE 123,700 0 0
Dollar Tree Inc COMMON 256746108 7,711 99,857 SH   SOLE NONE 99,857 0 0
Dominion Resources Inc/VA COMMON 25746U109 21,232 313,904 SH   SOLE NONE 313,904 0 0
Dover Corp COMMON 260003108 668 10,900 SH   SOLE NONE 10,900 0 0
Dow Chemical Company, The COMMON 260543103 24,607 478,000 SH   SOLE NONE 478,000 0 0
Dr Pepper Snapple Group Inc COMMON 26138E109 7,484 80,300 SH   SOLE NONE 80,300 0 0
DTE Energy Co COMMON 233331107 11,220 139,917 SH   SOLE NONE 139,917 0 0
Duke Energy Corp COMMON 26441C204 24,044 336,801 SH   SOLE NONE 336,801 0 0
Dun & Bradstreet Corp, The COMMON 26483E100 1,601 15,400 SH   SOLE NONE 15,400 0 0
E*TRADE Financial Corp COMMON 269246401 7,604 256,545 SH   SOLE NONE 256,545 0 0
Eastman Chemical Co COMMON 277432100 4,267 63,200 SH   SOLE NONE 63,200 0 0
Eaton Corp PLC COMMON G29183103 13,853 266,198 SH   SOLE NONE 266,198 0 0
eBay Inc COMMON 278642103 12,905 469,600 SH   SOLE NONE 469,600 0 0
Ecolab Inc COMMON 278865100 12,925 113,000 SH   SOLE NONE 113,000 0 0
Edison International COMMON 281020107 15,043 254,068 SH   SOLE NONE 254,068 0 0
Edwards Lifesciences Corp COMMON 28176E108 7,242 91,700 SH   SOLE NONE 91,700 0 0
EI du Pont de Nemours & Co COMMON 263534109 4,835 72,600 SH   SOLE NONE 72,600 0 0
Electronic Arts Inc COMMON 285512109 9,078 132,100 SH   SOLE NONE 132,100 0 0
Eli Lilly & Co COMMON 532457108 34,959 414,900 SH   SOLE NONE 414,900 0 0
EMC Corp/MA COMMON 268648102 51,981 2,024,200 SH   SOLE NONE 2,024,200 0 0
Emerson Electric Co COMMON 291011104 1,114 23,300 SH   SOLE NONE 23,300 0 0
Enbridge Inc. COMMON 29250N105 1,024,010 30,921,600 SH   SOLE NONE 30,582,100 0 0
EnCana Corporation COMMON 292505104 101,217 20,000,000 SH   SOLE NONE 20,000,000 0 0
Endo International PLC COMMON G30401106 5,418 88,500 SH   SOLE NONE 88,500 0 0
Entergy Corp COMMON 29364G103 9,536 139,500 SH   SOLE NONE 139,500 0 0
Entree Gold Inc COMMON 29383G100 2,585 12,381,400 SH   SOLE NONE 12,381,400 0 0
EOG Resources Inc COMMON 26875P101 9,465 133,700 SH   SOLE NONE 133,700 0 0
EQT Corp COMMON 26884L109 3,379 64,818 SH   SOLE NONE 64,818 0 0
Equifax Inc COMMON 294429105 5,613 50,400 SH   SOLE NONE 50,400 0 0
Equinix Inc REIT 29444U700 7,978 26,381 SH   SOLE NONE 26,381 0 0
Equity Residential REIT 29476L107 12,638 154,900 SH   SOLE NONE 154,900 0 0
Essex Property Trust Inc REIT 297178105 6,727 28,100 SH   SOLE NONE 28,100 0 0
Estee Lauder Cos Inc, The COMMON 518439104 1,286 14,600 SH   SOLE NONE 14,600 0 0
Eversource Energy COMMON 30040W108 12,630 247,310 SH   SOLE NONE 247,310 0 0
EXCO Resources Inc COMMON 269279402 2,480 2,000,000 SH   SOLE NONE 2,000,000 0 0
Exelon Corp COMMON 30161N101 19,342 696,499 SH   SOLE NONE 696,499 0 0
Expedia Inc COMMON 30212P303 6,221 50,050 SH   SOLE NONE 50,050 0 0
Expeditors International of Washington Inc COMMON 302130109 3,572 79,200 SH   SOLE NONE 79,200 0 0
Express Scripts Holding Co COMMON 30219G108 2,838 32,469 SH   SOLE NONE 32,469 0 0
Extra Space Storage Inc REIT 30225T102 1,839 20,844 SH   SOLE NONE 20,844 0 0
Exxon Mobil Corp COMMON 30231G102 481,524 6,177,345 SH   SOLE NONE 6,177,345 0 0
F5 Networks Inc COMMON 315616102 2,899 29,900 SH   SOLE NONE 29,900 0 0
Facebook Inc COMMON 30303M102 129,485 1,237,200 SH   SOLE NONE 1,237,200 0 0
Fastenal Co COMMON 311900104 5,029 123,200 SH   SOLE NONE 123,200 0 0
FedEx Corp COMMON 31428X106 13,126 88,100 SH   SOLE NONE 88,100 0 0
Fiat Chrysler Automobiles NV COMMON N31738102 8,000 569,975 SH   SOLE NONE 569,975 0 0
Fidelity National Information Services Inc COMMON 31620M106 16,235 267,900 SH   SOLE NONE 267,900 0 0
Fifth Third Bancorp COMMON 316773100 6,788 337,700 SH   SOLE NONE 337,700 0 0
FireEye Inc COMMON 31816Q101 3,630 175,000 SH   SOLE NONE 175,000 0 0
First Solar Inc COMMON 336433107 2,125 32,200 SH   SOLE NONE 32,200 0 0
FirstEnergy Corp COMMON 337932107 10,461 329,680 SH   SOLE NONE 329,680 0 0
Fiserv Inc COMMON 337738108 12,548 137,200 SH   SOLE NONE 137,200 0 0
FLIR Systems Inc COMMON 302445101 1,648 58,700 SH   SOLE NONE 58,700 0 0
Flowserve Corp COMMON 34354P105 2,340 55,600 SH   SOLE NONE 55,600 0 0
Fluor Corp COMMON 343412102 6,502 137,700 SH   SOLE NONE 137,700 0 0
FMC Corp COMMON 302491303 2,223 56,800 SH   SOLE NONE 56,800 0 0
FMC Technologies Inc COMMON 30249U101 2,811 96,900 SH   SOLE NONE 96,900 0 0
Foot Locker Inc COMMON 344849104 1,471 22,600 SH   SOLE NONE 22,600 0 0
Ford Motor Co COMMON 345370860 23,347 1,657,000 SH   SOLE NONE 1,657,000 0 0
FormFactor Inc COMMON 346375108 4,095 455,000 SH   SOLE NONE 455,000 0 0
Fossil Group Inc COMMON 34988V106 643 17,600 SH   SOLE NONE 17,600 0 0
Franklin Resources Inc COMMON 354613101 16,510 448,397 SH   SOLE NONE 448,397 0 0
Freeport-McMoRan Inc COMMON 35671D857 3,327 491,400 SH   SOLE NONE 491,400 0 0
Frontier Communications Corp COMMON 35906A108 2,319 496,593 SH   SOLE NONE 496,593 0 0
GameStop Corp COMMON 36467W109 1,258 44,852 SH   SOLE NONE 44,852 0 0
Gap Inc, The COMMON 364760108 430 17,400 SH   SOLE NONE 17,400 0 0
Garmin Ltd COMMON H2906T109 1,866 50,200 SH   SOLE NONE 50,200 0 0
General Cable Corp COMMON 369300108 3,760 280,000 SH   SOLE NONE 280,000 0 0
General Dynamics Corp COMMON 369550108 17,349 126,300 SH   SOLE NONE 126,300 0 0
General Electric Co COMMON 369604103 68,443 2,197,199 SH   SOLE NONE 2,197,199 0 0
General Growth Properties Inc REIT 370023103 6,734 247,500 SH   SOLE NONE 247,500 0 0
General Mills Inc COMMON 370334104 14,651 254,100 SH   SOLE NONE 254,100 0 0
General Motors Co COMMON 37045V100 52,784 1,552,000 SH   SOLE NONE 1,552,000 0 0
Genuine Parts Co COMMON 372460105 258,537 3,010,100 SH   SOLE NONE 3,010,100 0 0
Gilead Sciences Inc COMMON 375558103 166,225 1,642,700 SH   SOLE NONE 1,642,700 0 0
GNC Holdings Inc COMMON 36191G107 10,288 331,668 SH   SOLE NONE 331,668 0 0
Goldcorp Inc COMMON 380956409 113,499 9,860,000 SH   SOLE NONE 9,860,000 0 0
Goldman Sachs Group, Inc., The COMMON 38141G104 121,451 673,868 SH   SOLE NONE 673,868 0 0
Goodyear Tire & Rubber Company, The COMMON 382550101 3,734 114,300 SH   SOLE NONE 114,300 0 0
Gray Television Inc COMMON 389375106 3,749 230,000 SH   SOLE NONE 230,000 0 0
Greenbrier Cos Inc/The COMMON 393657101 3,702 113,500 SH   SOLE NONE 113,500 0 0
Groupe CGI Inc COMMON 39945C109 2,320,093 58,174,038 SH   SOLE NONE 58,174,038 0 0
H&R Block Inc COMMON 093671105 509,315 15,290,168 SH   SOLE NONE 15,290,168 0 0
Halliburton Co COMMON 406216101 12,385 363,825 SH   SOLE NONE 363,825 0 0
Hanesbrands Inc COMMON 410345102 8,806 299,220 SH   SOLE NONE 299,220 0 0
Hanover Insurance Group Inc/The COMMON 410867105 2,826 34,741 SH   SOLE NONE 34,741 0 0
Harley-Davidson Inc COMMON 412822108 3,704 81,609 SH   SOLE NONE 81,609 0 0
Harman International Industries Inc COMMON 413086109 2,845 30,200 SH   SOLE NONE 30,200 0 0
Harris Corp COMMON 413875105 947 10,900 SH   SOLE NONE 10,900 0 0
Hartford Financial Services Group Inc/The COMMON 416515104 25,848 594,757 SH   SOLE NONE 594,757 0 0
Harvest Natural Resources Inc COMMON 41754V103 1,376 3,238,100 SH   SOLE NONE 3,238,100 0 0
Hasbro Inc COMMON 418056107 518 7,697 SH   SOLE NONE 7,697 0 0
HCA Holdings Inc COMMON 40412C101 9,022 133,400 SH   SOLE NONE 133,400 0 0
HCP Inc REIT 40414L109 7,560 197,700 SH   SOLE NONE 197,700 0 0
Health Net Inc/CA COMMON 42222G108 6,846 100,000 SH   SOLE NONE 100,000 0 0
Helmerich & Payne Inc COMMON 423452101 2,451 45,779 SH   SOLE NONE 45,779 0 0
Henry Schein Inc COMMON 806407102 5,584 35,300 SH   SOLE NONE 35,300 0 0
Hershey Co, The COMMON 427866108 5,454 61,100 SH   SOLE NONE 61,100 0 0
Hertz Global Holdings Inc COMMON 42805T105 1,971 138,476 SH   SOLE NONE 138,476 0 0
Hess Corp COMMON 42809H107 2,531 52,200 SH   SOLE NONE 52,200 0 0
Hewlett Packard Enterprise Co COMMON 42824C109 34,420 2,264,500 SH   SOLE NONE 2,264,500 0 0
Home Depot Inc, The COMMON 437076102 71,283 539,000 SH   SOLE NONE 539,000 0 0
Honeywell International Inc COMMON 438516106 33,930 327,600 SH   SOLE NONE 327,600 0 0
Hormel Foods Corp COMMON 440452100 4,531 57,300 SH   SOLE NONE 57,300 0 0
Host Hotels & Resorts Inc REIT 44107P104 4,901 319,500 SH   SOLE NONE 319,500 0 0
HP Inc COMMON 40434L105 26,852 2,267,900 SH   SOLE NONE 2,267,900 0 0
Hub Group Inc COMMON 443320106 3,344 101,500 SH   SOLE NONE 101,500 0 0
Humana Inc COMMON 444859102 11,246 63,000 SH   SOLE NONE 63,000 0 0
Huntington Bancshares Inc/OH COMMON 446150104 3,746 338,700 SH   SOLE NONE 338,700 0 0
Huntington Ingalls Industries Inc COMMON 446413106 3,552 28,000 SH   SOLE NONE 28,000 0 0
Illinois Tool Works Inc COMMON 452308109 12,892 139,100 SH   SOLE NONE 139,100 0 0
Illumina Inc COMMON 452327109 11,943 62,219 SH   SOLE NONE 62,219 0 0
Imperva Inc COMMON 45321L100 4,115 65,000 SH   SOLE NONE 65,000 0 0
Ingersoll-Rand PLC COMMON G47791101 2,626 47,500 SH   SOLE NONE 47,500 0 0
Intel Corp COMMON 458140100 44,961 1,305,100 SH   SOLE NONE 1,305,100 0 0
Intercontinental Exchange Inc COMMON 45866F104 12,947 50,521 SH   SOLE NONE 50,521 0 0
International Business Machines Corp COMMON 459200101 586,179 4,259,400 SH   SOLE NONE 4,259,400 0 0
International Flavors & Fragrances Inc COMMON 459506101 4,080 34,100 SH   SOLE NONE 34,100 0 0
International Paper Co COMMON 460146103 6,643 176,200 SH   SOLE NONE 176,200 0 0
InterOil Corp COMMON 460951106 9,426 300,000 SH   SOLE NONE 300,000 0 0
Interpublic Group of Cos Inc, The COMMON 460690100 4,020 172,700 SH   SOLE NONE 172,700 0 0
Intuit Inc COMMON 461202103 158,230 1,639,694 SH   SOLE NONE 1,639,694 0 0
Intuitive Surgical Inc COMMON 46120E602 8,684 15,900 SH   SOLE NONE 15,900 0 0
Invesco Ltd COMMON G491BT108 6,033 180,200 SH   SOLE NONE 180,200 0 0
Iron Mountain Inc REIT 46284V101 2,834 104,932 SH   SOLE NONE 104,932 0 0
iShares MSCI Brazil Capped ETF ETF 464286400 1,843 89,100 SH   SOLE NONE 89,100 0 0
iShares MSCI EAFE ETF ETF 464287465 692 11,780 SH   SOLE NONE 11,780 0 0
iShares MSCI Emerging Markets ETF ETF 464287234 481,872 14,969,630 SH   SOLE NONE 14,969,630 0 0
iShares MSCI Indonesia ETF ETF 46429B309 4,174 200,000 SH   SOLE NONE 200,000 0 0
iShares MSCI Malaysia ETF ETF 464286830 1,548 200,000 SH   SOLE NONE 200,000 0 0
iShares MSCI Philippines ETF ETF 46429B408 3,374 100,000 SH   SOLE NONE 100,000 0 0
iShares MSCI Singapore ETF ETF 464286673 4,112 400,000 SH   SOLE NONE 400,000 0 0
iShares MSCI Taiwan ETF ETF 464286731 7,024 550,000 SH   SOLE NONE 550,000 0 0
iShares US Telecommunications ETF ETF 464287713 10,077 350,000 SH   SOLE NONE 350,000 0 0
Israel Chemicals Ltd COMMON M5920A109 1,313 323,215 SH   SOLE NONE 323,215 0 0
ITC Holdings Corp COMMON 465685105 31,400 800,000 SH   SOLE NONE 800,000 0 0
James River Group Holdings Ltd COMMON G5005R107 8,720 260,000 SH   SOLE NONE 260,000 0 0
JB Hunt Transport Services Inc COMMON 445658107 5,243 71,474 SH   SOLE NONE 71,474 0 0
JC Penney Co Inc COMMON 708160106 1,312 197,000 SH   SOLE NONE 197,000 0 0
JD.com Inc ADR 47215P106 8,788 272,372 SH   SOLE NONE 272,372 0 0
JetBlue Airways Corp COMMON 477143101 3,398 150,000 SH   SOLE NONE 150,000 0 0
Jive Software Inc COMMON 47760A108 2,951 723,286 SH   SOLE NONE 723,286 0 0
JM Smucker Company, The COMMON 832696405 6,278 50,900 SH   SOLE NONE 50,900 0 0
Johnson & Johnson COMMON 478160104 594,040 5,783,100 SH   SOLE NONE 5,783,100 0 0
Johnson Controls Inc COMMON 478366107 10,872 275,300 SH   SOLE NONE 275,300 0 0
Joy Global Inc COMMON 481165108 3,846 305,000 SH   SOLE NONE 305,000 0 0
JPMorgan Chase & Co COMMON 46625H100 192,298 2,912,288 SH   SOLE NONE 2,912,288 0 0
Juniper Networks Inc COMMON 48203R104 4,165 150,900 SH   SOLE NONE 150,900 0 0
Kansas City Southern COMMON 485170302 6,390 85,572 SH   SOLE NONE 85,572 0 0
Kearny Financial Corp/MD COMMON 48716P108 4,295 338,968 SH   SOLE NONE 338,968 0 0
Kellogg Co COMMON 487836108 7,841 108,500 SH   SOLE NONE 108,500 0 0
Kennametal Inc COMMON 489170100 3,245 169,000 SH   SOLE NONE 169,000 0 0
Keurig Green Mountain Inc COMMON 49271M100 4,446 49,411 SH   SOLE NONE 49,411 0 0
KeyCorp COMMON 493267108 4,684 355,100 SH   SOLE NONE 355,100 0 0
Kimberly-Clark Corp COMMON 494368103 625,005 4,909,700 SH   SOLE NONE 4,909,700 0 0
Kimco Realty Corp REIT 49446R109 4,649 175,700 SH   SOLE NONE 175,700 0 0
Kinder Morgan Inc/DE COMMON 49456B101 16,320 1,093,826 SH   SOLE NONE 1,093,826 0 0
Kinder Morgan Inc/DE WARRANT 49456B119 23 384,000 SH   SOLE NONE 384,000 0 0
KLA-Tencor Corp COMMON 482480100 4,598 66,300 SH   SOLE NONE 66,300 0 0
Kohl's Corp COMMON 500255104 3,844 80,700 SH   SOLE NONE 80,700 0 0
Kraft Heinz Co/The COMMON 500754106 90,062 1,237,794 SH   SOLE NONE 1,237,794 0 0
Kroger Company, The COMMON 501044101 17,309 413,800 SH   SOLE NONE 413,800 0 0
L Brands Inc COMMON 501797104 10,377 108,300 SH   SOLE NONE 108,300 0 0
L-3 Communications Holdings Inc COMMON 502424104 3,980 33,300 SH   SOLE NONE 33,300 0 0
Laboratory Corp of America Holdings COMMON 50540R409 5,325 43,071 SH   SOLE NONE 43,071 0 0
Lam Research Corp COMMON 512807108 9,321 117,362 SH   SOLE NONE 117,362 0 0
Landstar System Inc COMMON 515098101 3,578 61,000 SH   SOLE NONE 61,000 0 0
Lennar Corp COMMON 526057104 353 7,216 SH   SOLE NONE 7,216 0 0
Level 3 Communications Inc COMMON 52729N308 6,670 122,700 SH   SOLE NONE 122,700 0 0
Limelight Networks Inc COMMON 53261M104 4,161 2,850,000 SH   SOLE NONE 2,850,000 0 0
Lincoln Electric Holdings Inc COMMON 533900106 3,399 65,500 SH   SOLE NONE 65,500 0 0
Lincoln National Corp COMMON 534187109 5,287 105,200 SH   SOLE NONE 105,200 0 0
Linear Technology Corp COMMON 535678106 150,836 3,551,600 SH   SOLE NONE 3,551,600 0 0
LinkedIn Corp COMMON 53578A108 59,196 263,000 SH   SOLE NONE 263,000 0 0
Lions Gate Entertainment Corp COMMON 535919203 2,753 85,000 SH   SOLE NONE 85,000 0 0
Lockheed Martin Corp COMMON 539830109 511,388 2,355,000 SH   SOLE NONE 2,355,000 0 0
Lowe's Cos Inc COMMON 548661107 29,580 389,000 SH   SOLE NONE 389,000 0 0
LyondellBasell Industries NV COMMON N53745100 13,287 152,900 SH   SOLE NONE 152,900 0 0
M&T Bank Corp COMMON 55261F104 8,236 67,966 SH   SOLE NONE 67,966 0 0
Macerich Company, The REIT 554382101 4,615 57,200 SH   SOLE NONE 57,200 0 0
Macy's Inc COMMON 55616P104 4,955 141,664 SH   SOLE NONE 141,664 0 0
Magna International Inc COMMON 559222401 232,301 5,750,000 SH   SOLE NONE 5,750,000 0 0
Magnachip Semiconductor Corp COMMON 55933J203 4,629 875,000 SH   SOLE NONE 875,000 0 0
Mallinckrodt PLC COMMON G5785G107 3,682 49,336 SH   SOLE NONE 49,336 0 0
Marathon Oil Corp COMMON 565849106 1,107 87,900 SH   SOLE NONE 87,900 0 0
Marathon Petroleum Corp COMMON 56585A102 27,299 526,600 SH   SOLE NONE 526,600 0 0
Marin Software Inc COMMON 56804T106 3,258 910,000 SH   SOLE NONE 910,000 0 0
Marketo Inc COMMON 57063L107 7,895 275,000 SH   SOLE NONE 275,000 0 0
Marriott International Inc/MD COMMON 571903202 5,497 82,000 SH   SOLE NONE 82,000 0 0
Marsh & McLennan Cos Inc COMMON 571748102 12,299 221,800 SH   SOLE NONE 221,800 0 0
Martin Marietta Materials Inc COMMON 573284106 3,838 28,100 SH   SOLE NONE 28,100 0 0
Masco Corp COMMON 574599106 4,047 143,000 SH   SOLE NONE 143,000 0 0
Masonite International Corp COMMON 575385109 3,490 57,000 SH   SOLE NONE 57,000 0 0
MasTec Inc COMMON 576323109 3,563 205,000 SH   SOLE NONE 205,000 0 0
MasterCard Inc COMMON 57636Q104 276,609 2,841,100 SH   SOLE NONE 2,841,100 0 0
Mattel Inc COMMON 577081102 3,921 144,300 SH   SOLE NONE 144,300 0 0
McCormick & Co Inc/MD COMMON 579780206 4,227 49,400 SH   SOLE NONE 49,400 0 0
McDonald's Corp COMMON 580135101 504,954 4,274,200 SH   SOLE NONE 4,274,200 0 0
McGraw Hill Financial Inc COMMON 580645109 11,327 114,900 SH   SOLE NONE 114,900 0 0
McKesson Corp COMMON 58155Q103 206,658 1,047,800 SH   SOLE NONE 1,047,800 0 0
Mead Johnson Nutrition Co COMMON 582839106 6,616 83,800 SH   SOLE NONE 83,800 0 0
Medtronic PLC COMMON G5960L103 573,088 7,450,447 SH   SOLE NONE 7,450,447 0 0
Melco Crown Entertainment Ltd ADR 585464100 1,013 60,288 SH   SOLE NONE 60,288 0 0
Merck & Co Inc COMMON 58933Y105 112,908 2,137,600 SH   SOLE NONE 2,137,600 0 0
Meritor Inc COMMON 59001K100 3,833 459,000 SH   SOLE NONE 459,000 0 0
MetLife, Inc. COMMON 59156R108 17,424 361,425 SH   SOLE NONE 361,425 0 0
Michael Kors Holdings Ltd COMMON G60754101 4,535 113,200 SH   SOLE NONE 113,200 0 0
Microchip Technology Inc COMMON 595017104 4,021 86,400 SH   SOLE NONE 86,400 0 0
Micron Technology Inc COMMON 595112103 20,555 1,451,600 SH   SOLE NONE 1,451,600 0 0
Microsoft Corp COMMON 594918104 790,557 14,249,400 SH   SOLE NONE 14,249,400 0 0
MINDBODY Inc COMMON 60255W105 5,749 380,000 SH   SOLE NONE 380,000 0 0
Mines Agnico-Eagle Limit?e COMMON 008474108 11,411 435,840 SH   SOLE NONE 435,840 0 0
Mines Richmont Inc COMMON 76547T106 8,726 2,730,000 SH   SOLE NONE 2,730,000 0 0
Mobile TeleSystems PJSC ADR 607409109 8,869 1,435,035 SH   SOLE NONE 1,435,035 0 0
MobileIron Inc COMMON 60739U204 5,740 1,590,000 SH   SOLE NONE 1,590,000 0 0
Mobileye NV COMMON N51488117 2,177 51,500 SH   SOLE NONE 51,500 0 0
Mohawk Industries Inc COMMON 608190104 5,114 27,000 SH   SOLE NONE 27,000 0 0
Molson Coors Brewing Co COMMON 60871R209 6,293 67,000 SH   SOLE NONE 67,000 0 0
Mondelez International Inc COMMON 609207105 30,293 675,582 SH   SOLE NONE 675,582 0 0
Monsanto Co COMMON 61166W101 52,905 537,000 SH   SOLE NONE 537,000 0 0
Monster Beverage Corp COMMON 61174X109 9,500 63,777 SH   SOLE NONE 63,777 0 0
Moody's Corp COMMON 615369105 7,335 73,100 SH   SOLE NONE 73,100 0 0
Moog Inc COMMON 615394202 3,333 55,000 SH   SOLE NONE 55,000 0 0
Morgan Stanley COMMON 617446448 45,255 1,422,658 SH   SOLE NONE 1,422,658 0 0
Mosaic Company, The COMMON 61945C103 3,932 142,527 SH   SOLE NONE 142,527 0 0
Motorola Solutions Inc COMMON 620076307 4,672 68,258 SH   SOLE NONE 68,258 0 0
MRC Global Inc COMMON 55345K103 3,277 254,000 SH   SOLE NONE 254,000 0 0
Mueller Industries Inc COMMON 624756102 3,388 125,000 SH   SOLE NONE 125,000 0 0
Murphy Oil Corp COMMON 626717102 1,542 68,700 SH   SOLE NONE 68,700 0 0
Mylan NV COMMON N59465109 9,495 175,600 SH   SOLE NONE 175,600 0 0
NASDAQ OMX Group Inc, The COMMON 631103108 2,845 48,900 SH   SOLE NONE 48,900 0 0
Navient Corp COMMON 63938C108 530 46,299 SH   SOLE NONE 46,299 0 0
NetApp Inc COMMON 64110D104 3,298 124,308 SH   SOLE NONE 124,308 0 0
NetEase Inc ADR 64110W102 11,219 61,900 SH   SOLE NONE 61,900 0 0
Netflix Inc COMMON 64110L106 15,922 139,200 SH   SOLE NONE 139,200 0 0
New Oriental Education & Technology Group Inc ADR 647581107 3,272 104,300 SH   SOLE NONE 104,300 0 0
Newell Rubbermaid Inc COMMON 651229106 129,287 2,933,000 SH   SOLE NONE 2,933,000 0 0
Newfield Exploration Co COMMON 651290108 2,237 68,700 SH   SOLE NONE 68,700 0 0
Newmont Mining Corp COMMON 651639106 4,046 224,900 SH   SOLE NONE 224,900 0 0
News Corp COMMON 65249B109 2,167 162,175 SH   SOLE NONE 162,175 0 0
NextEra Energy Inc COMMON 65339F101 486,568 4,683,492 SH   SOLE NONE 4,683,492 0 0
NextEra Energy Partners LP LIMITED PARTNERSHIP 65341B106 11,194 375,000 SH   SOLE NONE 375,000 0 0
Nielsen Holdings PLC COMMON G6518L108 2,554 54,800 SH   SOLE NONE 54,800 0 0
NIKE Inc COMMON 654106103 50,850 813,600 SH   SOLE NONE 813,600 0 0
NiSource Inc COMMON 65473P105 2,644 135,500 SH   SOLE NONE 135,500 0 0
Noble Energy Inc COMMON 655044105 5,957 180,900 SH   SOLE NONE 180,900 0 0
Nordstrom Inc COMMON 655664100 2,879 57,800 SH   SOLE NONE 57,800 0 0
Norfolk Southern Corp COMMON 655844108 19,781 233,840 SH   SOLE NONE 233,840 0 0
Northern Trust Corp COMMON 665859104 12,081 167,578 SH   SOLE NONE 167,578 0 0
Northrop Grumman Corp COMMON 666807102 11,234 59,500 SH   SOLE NONE 59,500 0 0
NRG Energy Inc COMMON 629377508 2,953 250,850 SH   SOLE NONE 250,850 0 0
Nucor Corp COMMON 670346105 5,477 135,900 SH   SOLE NONE 135,900 0 0
NXP Semiconductors NV COMMON N6596X109 7,234 85,868 SH   SOLE NONE 85,868 0 0
Occidental Petroleum Corp COMMON 674599105 21,953 324,700 SH   SOLE NONE 324,700 0 0
Office Depot Inc COMMON 676220106 5,938 1,052,795 SH   SOLE NONE 1,052,795 0 0
OGE Energy Corp COMMON 670837103 1,862 70,808 SH   SOLE NONE 70,808 0 0
Omnicom Group Inc COMMON 681919106 7,793 103,000 SH   SOLE NONE 103,000 0 0
OmniVision Technologies Inc COMMON 682128103 4,933 170,000 SH   SOLE NONE 170,000 0 0
ONEOK Inc COMMON 682680103 4,024 163,180 SH   SOLE NONE 163,180 0 0
Open Text Corp COMMON 683715106 347,598 7,278,400 SH   SOLE NONE 7,278,400 0 0
OPKO Health Inc COMMON 68375N103 846 84,201 SH   SOLE NONE 84,201 0 0
OPOWER Inc COMMON 68375Y109 5,579 528,353 SH   SOLE NONE 528,353 0 0
Oracle Corp COMMON 68389X105 364,350 9,974,000 SH   SOLE NONE 9,974,000 0 0
O'Reilly Automotive Inc COMMON 67103H107 23,289 91,900 SH   SOLE NONE 91,900 0 0
Owens Corning COMMON 690742101 3,480 74,000 SH   SOLE NONE 74,000 0 0
Owens-Illinois Inc COMMON 690768403 1,192 68,400 SH   SOLE NONE 68,400 0 0
PACCAR Inc COMMON 693718108 7,124 150,300 SH   SOLE NONE 150,300 0 0
Parker-Hannifin Corp COMMON 701094104 3,181 32,800 SH   SOLE NONE 32,800 0 0
Patterson Cos Inc COMMON 703395103 1,605 35,500 SH   SOLE NONE 35,500 0 0
Paychex Inc COMMON 704326107 7,214 136,400 SH   SOLE NONE 136,400 0 0
PayPal Holdings Inc COMMON 70450Y103 24,348 672,600 SH   SOLE NONE 672,600 0 0
Pembina Pipeline Corp COMMON 706327103 149,686 6,896,467 SH   SOLE NONE 6,896,467 0 0
Pentair PLC COMMON G7S00T104 479 9,674 SH   SOLE NONE 9,674 0 0
Pepco Holdings Inc COMMON 713291102 5,143 197,748 SH   SOLE NONE 197,748 0 0
PepsiCo Inc COMMON 713448108 393,216 3,935,313 SH   SOLE NONE 3,935,313 0 0
PerkinElmer Inc COMMON 714046109 2,550 47,600 SH   SOLE NONE 47,600 0 0
Perrigo Co PLC COMMON G97822103 9,000 62,200 SH   SOLE NONE 62,200 0 0
Pfizer Inc COMMON 717081103 84,710 2,624,238 SH   SOLE NONE 2,624,238 0 0
PG&E Corp COMMON 69331C108 20,319 382,016 SH   SOLE NONE 382,016 0 0
Philip Morris International Inc COMMON 718172109 57,898 658,600 SH   SOLE NONE 658,600 0 0
Phillips 66 COMMON 718546104 16,511 201,850 SH   SOLE NONE 201,850 0 0
Pinnacle West Capital Corp COMMON 723484101 5,569 86,372 SH   SOLE NONE 86,372 0 0
Pioneer Natural Resources Co COMMON 723787107 7,962 63,500 SH   SOLE NONE 63,500 0 0
Pitney Bowes Inc COMMON 724479100 1,730 83,800 SH   SOLE NONE 83,800 0 0
Plum Creek Timber Co Inc REIT 729251108 3,522 73,800 SH   SOLE NONE 73,800 0 0
PNC Financial Services Group Inc/The COMMON 693475105 20,576 215,885 SH   SOLE NONE 215,885 0 0
PPG Industries Inc COMMON 693506107 11,314 114,492 SH   SOLE NONE 114,492 0 0
PPL Corp COMMON 69351T106 383,887 11,247,779 SH   SOLE NONE 11,247,779 0 0
Praxair Inc COMMON 74005P104 496,148 4,845,200 SH   SOLE NONE 4,845,200 0 0
Precision Castparts Corp COMMON 740189105 46,054 198,500 SH   SOLE NONE 198,500 0 0
Priceline Group Inc/The COMMON 741503403 20,017 15,700 SH   SOLE NONE 15,700 0 0
Principal Financial Group Inc COMMON 74251V102 5,204 115,700 SH   SOLE NONE 115,700 0 0
Procter & Gamble Company, The COMMON 742718109 91,846 1,156,600 SH   SOLE NONE 1,156,600 0 0
Progressive Corp, The COMMON 743315103 2,599 81,737 SH   SOLE NONE 81,737 0 0
Prologis Inc REIT 74340W103 9,567 222,900 SH   SOLE NONE 222,900 0 0
Prudential Financial Inc COMMON 744320102 9,460 116,203 SH   SOLE NONE 116,203 0 0
Public Service Enterprise Group Inc COMMON 744573106 15,265 394,550 SH   SOLE NONE 394,550 0 0
Public Storage REIT 74460D109 20,669 83,444 SH   SOLE NONE 83,444 0 0
PulteGroup Inc COMMON 745867101 2,407 135,100 SH   SOLE NONE 135,100 0 0
PVH Corp COMMON 693656100 2,585 35,100 SH   SOLE NONE 35,100 0 0
QIAGEN NV COMMON N72482107 3,823 140,121 SH   SOLE NONE 140,121 0 0
Qihoo 360 Technology Co Ltd ADR 74734M109 5,330 73,200 SH   SOLE NONE 73,200 0 0
Qlik Technologies Inc COMMON 74733T105 6,965 220,000 SH   SOLE NONE 220,000 0 0
Qlik Technologies Inc LISTED OPTION 74733T105 245 1,400 SH Call SOLE NONE 1,400 0 0
Qorvo Inc COMMON 74736K101 3,059 60,100 SH   SOLE NONE 60,100 0 0
Qualcomm Inc COMMON 747525103 456,548 9,133,700 SH   SOLE NONE 9,133,700 0 0
Quanta Services Inc COMMON 74762E102 10,933 539,900 SH   SOLE NONE 539,900 0 0
Quest Diagnostics Inc COMMON 74834L100 4,332 60,900 SH   SOLE NONE 60,900 0 0
Qunar Cayman Islands Ltd ADR 74906P104 2,205 41,800 SH   SOLE NONE 41,800 0 0
Ralph Lauren Corp COMMON 751212101 2,787 25,000 SH   SOLE NONE 25,000 0 0
Range Resources Corp COMMON 75281A109 1,772 72,000 SH   SOLE NONE 72,000 0 0
Rapid7 Inc COMMON 753422104 5,674 375,000 SH   SOLE NONE 375,000 0 0
Raytheon Co COMMON 755111507 12,578 101,000 SH   SOLE NONE 101,000 0 0
Realty Income Corp REIT 756109104 5,481 106,150 SH   SOLE NONE 106,150 0 0
Red Hat Inc COMMON 756577102 2,294 27,700 SH   SOLE NONE 27,700 0 0
Regeneron Pharmaceuticals Inc COMMON 75886F107 7,057 13,000 SH   SOLE NONE 13,000 0 0
Regions Financial Corp COMMON 7591EP100 5,328 555,000 SH   SOLE NONE 555,000 0 0
Reinsurance Group of America Inc COMMON 759351604 154,233 1,802,837 SH   SOLE NONE 1,802,837 0 0
Republic Services Inc COMMON 760759100 4,483 101,900 SH   SOLE NONE 101,900 0 0
Reynolds American Inc COMMON 761713106 16,263 352,390 SH   SOLE NONE 352,390 0 0
RingCentral Inc COMMON 76680R206 3,891 165,000 SH   SOLE NONE 165,000 0 0
Ritchie Bros Auctioneers Inc COMMON 767744105 218,526 9,104,800 SH   SOLE NONE 9,104,800 0 0
Roadrunner Transportation Systems Inc COMMON 76973Q105 3,423 363,000 SH   SOLE NONE 363,000 0 0
Robert Half International Inc COMMON 770323103 2,659 56,400 SH   SOLE NONE 56,400 0 0
Rockwell Automation Inc COMMON 773903109 5,756 56,100 SH   SOLE NONE 56,100 0 0
Rockwell Collins Inc COMMON 774341101 5,160 55,900 SH   SOLE NONE 55,900 0 0
Roper Technologies Inc COMMON 776696106 4,631 24,400 SH   SOLE NONE 24,400 0 0
Ross Stores Inc COMMON 778296103 9,266 172,200 SH   SOLE NONE 172,200 0 0
Royal Caribbean Cruises Ltd COMMON V7780T103 7,378 72,900 SH   SOLE NONE 72,900 0 0
Ryanair Holdings PLC ADR 783513203 1,884 21,785 SH   SOLE NONE 21,785 0 0
Ryder System Inc COMMON 783549108 1,290 22,700 SH   SOLE NONE 22,700 0 0
Saia Inc COMMON 78709Y105 3,560 160,000 SH   SOLE NONE 160,000 0 0
salesforce.com inc COMMON 79466L302 23,936 305,300 SH   SOLE NONE 305,300 0 0
SanDisk Corp COMMON 80004C101 6,482 85,300 SH   SOLE NONE 85,300 0 0
SCANA Corp COMMON 80589M102 6,591 108,964 SH   SOLE NONE 108,964 0 0
Schlumberger Ltd COMMON 806857108 71,840 1,029,969 SH   SOLE NONE 1,029,969 0 0
Scripps Networks Interactive Inc COMMON 811065101 2,219 40,200 SH   SOLE NONE 40,200 0 0
Seagate Technology PLC COMMON G7945M107 1,177 32,100 SH   SOLE NONE 32,100 0 0
Sealed Air Corp COMMON 81211K100 3,742 83,900 SH   SOLE NONE 83,900 0 0
SemGroup Corp COMMON 81663A105 1,154 40,000 SH   SOLE NONE 40,000 0 0
Sempra Energy COMMON 816851109 17,276 183,768 SH   SOLE NONE 183,768 0 0
Sherwin-Williams Co, The COMMON 824348106 8,723 33,600 SH   SOLE NONE 33,600 0 0
Signet Jewelers Ltd COMMON G81276100 4,181 33,800 SH   SOLE NONE 33,800 0 0
Silver Wheaton Corp COMMON 828336107 4,750 383,584 SH   SOLE NONE 383,584 0 0
Simon Property Group Inc REIT 828806109 26,580 136,700 SH   SOLE NONE 136,700 0 0
SINA Corp/China COMMON G81477104 22,724 460,000 SH   SOLE NONE 460,000 0 0
Skechers U.S.A. Inc COMMON 830566105 6,462 213,900 SH   SOLE NONE 213,900 0 0
Skyworks Solutions Inc COMMON 83088M102 6,246 81,300 SH   SOLE NONE 81,300 0 0
Snap-on Inc COMMON 833034101 720 4,200 SH   SOLE NONE 4,200 0 0
Soci?t? Financi?re Manuvie COMMON 56501R106 845,040 56,598,136 SH   SOLE NONE 56,598,136 0 0
SouFun Holdings Ltd ADR 836034108 1,444 195,400 SH   SOLE NONE 195,400 0 0
Southern Company, The COMMON 842587107 33,153 708,558 SH   SOLE NONE 708,558 0 0
Southern Copper Corp COMMON 84265V105 14,431 552,499 SH   SOLE NONE 552,499 0 0
Southwest Airlines Co COMMON 844741108 11,906 276,500 SH   SOLE NONE 276,500 0 0
SPDR S&P Regional Banking ETF ETF 78464A698 10,690 255,006 SH   SOLE NONE 255,006 0 0
Spectra Energy Corp COMMON 847560109 5,352 223,574 SH   SOLE NONE 223,574 0 0
Spirit AeroSystems Holdings Inc COMMON 848574109 3,605 72,000 SH   SOLE NONE 72,000 0 0
St Jude Medical Inc COMMON 790849103 7,425 120,200 SH   SOLE NONE 120,200 0 0
Stanley Black & Decker Inc COMMON 854502101 144,496 1,353,847 SH   SOLE NONE 1,353,847 0 0
Staples Inc COMMON 855030102 8,368 883,600 SH   SOLE NONE 883,600 0 0
Starbucks Corp COMMON 855244109 43,894 731,200 SH   SOLE NONE 731,200 0 0
Starwood Hotels & Resorts Worldwide Inc COMMON 85590A401 4,967 71,700 SH   SOLE NONE 71,700 0 0
Starz COMMON 85571Q102 6,030 180,000 SH   SOLE NONE 180,000 0 0
State Street Corp COMMON 857477103 145,138 2,187,127 SH   SOLE NONE 2,187,127 0 0
Stericycle Inc COMMON 858912108 4,354 36,100 SH   SOLE NONE 36,100 0 0
Stryker Corp COMMON 863667101 12,482 134,300 SH   SOLE NONE 134,300 0 0
Student Transportation Inc COMMON 86388A108 29,476 7,997,018 SH   SOLE NONE 7,997,018 0 0
Suncor ?nergie Inc COMMON 867224107 573,433 22,300,000 SH   SOLE NONE 22,300,000 0 0
SunTrust Banks Inc COMMON 867914103 9,279 216,600 SH   SOLE NONE 216,600 0 0
Swift Transportation Co COMMON 87074U101 3,731 270,000 SH   SOLE NONE 270,000 0 0
Symantec Corp COMMON 871503108 6,031 287,200 SH   SOLE NONE 287,200 0 0
Synchrony Financial COMMON 87165B103 13,949 458,684 SH   SOLE NONE 458,684 0 0
Synergy Resources Corp COMMON 87164P103 852 100,000 SH   SOLE NONE 100,000 0 0
Sysco Corp COMMON 871829107 9,151 223,200 SH   SOLE NONE 223,200 0 0
T Rowe Price Group Inc COMMON 74144T108 7,628 106,700 SH   SOLE NONE 106,700 0 0
TAL Education Group ADR 874080104 1,534 33,000 SH   SOLE NONE 33,000 0 0
Target Corp COMMON 87612E106 19,017 261,900 SH   SOLE NONE 261,900 0 0
Taro Pharmaceutical Industries Ltd COMMON M8737E108 742 4,800 SH   SOLE NONE 4,800 0 0
TD Ameritrade Holding Corp COMMON 87236Y108 81,249 2,340,800 SH   SOLE NONE 2,340,800 0 0
TE Connectivity Ltd COMMON H84989104 10,609 164,200 SH   SOLE NONE 164,200 0 0
Teck Resources Ltd COMMON 878742204 10,956 2,850,000 SH   SOLE NONE 2,850,000 0 0
TECO Energy Inc COMMON 872375100 2,665 100,000 SH   SOLE NONE 100,000 0 0
TELUS Corporation COMMON 87971M103 256,921 9,328,000 SH   SOLE NONE 9,328,000 0 0
Tenet Healthcare Corp COMMON 88033G407 1,285 42,400 SH   SOLE NONE 42,400 0 0
Teradata Corp COMMON 88076W103 1,493 56,527 SH   SOLE NONE 56,527 0 0
Tesoro Corp COMMON 881609101 10,663 101,200 SH   SOLE NONE 101,200 0 0
Texas Instruments Inc COMMON 882508104 18,427 336,200 SH   SOLE NONE 336,200 0 0
Thermo Fisher Scientific Inc COMMON 883556102 135,694 956,600 SH   SOLE NONE 956,600 0 0
Time Warner Cable Inc COMMON 88732J207 74,310 400,400 SH   SOLE NONE 400,400 0 0
Time Warner Inc COMMON 887317303 49,466 764,900 SH   SOLE NONE 764,900 0 0
Timken Co/The COMMON 887389104 3,574 125,000 SH   SOLE NONE 125,000 0 0
TJX Cos Inc/The COMMON 872540109 20,181 284,600 SH   SOLE NONE 284,600 0 0
T-Mobile US Inc COMMON 872590104 34,230 875,000 SH   SOLE NONE 875,000 0 0
Torchmark Corp COMMON 891027104 153,180 2,679,851 SH   SOLE NONE 2,679,851 0 0
Total System Services Inc COMMON 891906109 8,566 172,000 SH   SOLE NONE 172,000 0 0
Tractor Supply Co COMMON 892356106 4,882 57,100 SH   SOLE NONE 57,100 0 0
TransCanada Corp COMMON 89353D107 349,060 10,729,800 SH   SOLE NONE 10,729,800 0 0
Transocean Ltd COMMON H8817H100 962 75,693 SH   SOLE NONE 75,693 0 0
Travelers Cos Inc, The COMMON 89417E109 6,751 59,816 SH   SOLE NONE 59,816 0 0
Trinity Industries Inc COMMON 896522109 3,507 146,000 SH   SOLE NONE 146,000 0 0
TripAdvisor Inc COMMON 896945201 4,096 48,050 SH   SOLE NONE 48,050 0 0
Twenty-First Century Fox Inc COMMON 90130A101 7,271 267,700 SH   SOLE NONE 267,700 0 0
Twenty-First Century Fox Inc COMMON 90130A200 4,991 183,300 SH   SOLE NONE 183,300 0 0
Tyco International Plc COMMON G91442106 5,731 179,700 SH   SOLE NONE 179,700 0 0
Tyson Foods Inc COMMON 902494103 6,704 125,700 SH   SOLE NONE 125,700 0 0
UBS Group AG COMMON H42097107 45,181 2,316,937 SH   SOLE NONE 2,316,937 0 0
Under Armour Inc COMMON 904311107 1,096 13,600 SH   SOLE NONE 13,600 0 0
Union Pacific Corp COMMON 907818108 86,089 1,100,878 SH   SOLE NONE 1,100,878 0 0
United Continental Holdings Inc COMMON 910047109 12,577 219,500 SH   SOLE NONE 219,500 0 0
United Parcel Service Inc COMMON 911312106 28,474 295,900 SH   SOLE NONE 295,900 0 0
United Rentals Inc COMMON 911363109 2,865 39,500 SH   SOLE NONE 39,500 0 0
United Technologies Corp COMMON 913017109 34,931 363,600 SH   SOLE NONE 363,600 0 0
UnitedHealth Group Inc COMMON 91324P102 453,420 3,854,300 SH   SOLE NONE 3,854,300 0 0
Universal Health Services Inc COMMON 913903100 4,636 38,800 SH   SOLE NONE 38,800 0 0
Unum Group COMMON 91529Y106 3,446 103,500 SH   SOLE NONE 103,500 0 0
Urban Outfitters Inc COMMON 917047102 984 43,245 SH   SOLE NONE 43,245 0 0
US Bancorp COMMON 902973304 103,524 2,426,146 SH   SOLE NONE 2,426,146 0 0
Valero Energy Corp COMMON 91913Y100 14,474 204,700 SH   SOLE NONE 204,700 0 0
Valmont Industries Inc COMMON 920253101 3,552 33,500 SH   SOLE NONE 33,500 0 0
Varian Medical Systems Inc COMMON 92220P105 3,329 41,200 SH   SOLE NONE 41,200 0 0
Ventas Inc REIT 92276F100 7,990 141,600 SH   SOLE NONE 141,600 0 0
Verisk Analytics Inc COMMON 92345Y106 5,092 66,233 SH   SOLE NONE 66,233 0 0
Verizon Communications Inc COMMON 92343V104 79,947 1,729,700 SH   SOLE NONE 1,729,700 0 0
Vertex Pharmaceuticals Inc COMMON 92532F100 13,149 104,500 SH   SOLE NONE 104,500 0 0
V?tements de Sport Gildan Inc, Les COMMON 375916103 648,539 22,900,000 SH   SOLE NONE 22,900,000 0 0
VF Corp COMMON 918204108 7,470 120,000 SH   SOLE NONE 120,000 0 0
Viacom Inc COMMON 92553P201 14,513 352,600 SH   SOLE NONE 352,600 0 0
Viacom Inc COMMON 92553P102 1,320 30,000 SH   SOLE NONE 30,000 0 0
Vipshop Holdings Ltd ADR 92763W103 4,764 312,000 SH   SOLE NONE 312,000 0 0
Visa Inc COMMON 92826C839 12,872 165,983 SH   SOLE NONE 165,983 0 0
Vornado Realty Trust REIT 929042109 7,527 75,300 SH   SOLE NONE 75,300 0 0
Vulcan Materials Co COMMON 929160109 5,385 56,700 SH   SOLE NONE 56,700 0 0
Wabash National Corp COMMON 929566107 3,762 318,000 SH   SOLE NONE 318,000 0 0
WABCO Holdings Inc COMMON 92927K102 818 8,000 SH   SOLE NONE 8,000 0 0
Wabtec Corp/DE COMMON 929740108 3,449 48,500 SH   SOLE NONE 48,500 0 0
Walgreens Boots Alliance Inc COMMON 931427108 257,194 3,020,300 SH   SOLE NONE 3,020,300 0 0
Wal-Mart Stores Inc COMMON 931142103 40,887 667,000 SH   SOLE NONE 667,000 0 0
Walt Disney Co, The COMMON 254687106 14,131 134,481 SH   SOLE NONE 134,481 0 0
Waste Management Inc COMMON 94106L109 443,617 8,312,097 SH   SOLE NONE 8,312,097 0 0
Waters Corp COMMON 941848103 4,670 34,700 SH   SOLE NONE 34,700 0 0
Wayfair Inc COMMON 94419L101 14,403 302,455 SH   SOLE NONE 302,455 0 0
WEC Energy Group Inc COMMON 92939U106 395,513 7,708,297 SH   SOLE NONE 7,708,297 0 0
Wells Fargo & Co COMMON 949746101 142,005 2,612,310 SH   SOLE NONE 2,612,310 0 0
Welltower Inc REIT 95040Q104 10,233 150,420 SH   SOLE NONE 150,420 0 0
WESCO International Inc COMMON 95082P105 3,538 81,000 SH   SOLE NONE 81,000 0 0
Western Digital Corp COMMON 958102105 5,915 98,500 SH   SOLE NONE 98,500 0 0
Western Union Co, The COMMON 959802109 2,951 164,770 SH   SOLE NONE 164,770 0 0
WestRock Co COMMON 96145D105 4,987 109,326 SH   SOLE NONE 109,326 0 0
Weyerhaeuser Co REIT 962166104 6,506 217,022 SH   SOLE NONE 217,022 0 0
Whirlpool Corp COMMON 963320106 1,498 10,200 SH   SOLE NONE 10,200 0 0
Whole Foods Market Inc COMMON 966837106 4,861 145,100 SH   SOLE NONE 145,100 0 0
Williams Cos Inc, The COMMON 969457100 26,797 1,042,687 SH   SOLE NONE 1,042,687 0 0
WNS Holdings Ltd ADR 92932M101 4,990 160,000 SH   SOLE NONE 160,000 0 0
WW Grainger Inc COMMON 384802104 4,984 24,600 SH   SOLE NONE 24,600 0 0
Wyndham Worldwide Corp COMMON 98310W108 3,589 49,400 SH   SOLE NONE 49,400 0 0
Wynn Resorts Ltd COMMON 983134107 2,387 34,500 SH   SOLE NONE 34,500 0 0
Xcel Energy Inc COMMON 98389B100 14,206 395,596 SH   SOLE NONE 395,596 0 0
Xerox Corp COMMON 984121103 4,301 404,572 SH   SOLE NONE 404,572 0 0
Xilinx Inc COMMON 983919101 5,129 109,200 SH   SOLE NONE 109,200 0 0
XL Group PLC COMMON G98290102 12,569 320,807 SH   SOLE NONE 320,807 0 0
Yahoo! Inc COMMON 984332106 22,926 689,300 SH   SOLE NONE 689,300 0 0
Yamana Gold Inc COMMON 98462Y100 2,938 1,588,260 SH   SOLE NONE 1,588,260 0 0
Youku Tudou Inc ADR 98742U100 48,468 1,786,500 SH   SOLE NONE 1,786,500 0 0
Yum! Brands Inc COMMON 988498101 165,195 2,261,400 SH   SOLE NONE 2,261,400 0 0
YY Inc ADR 98426T106 1,431 22,900 SH   SOLE NONE 22,900 0 0
Zimmer Biomet Holdings Inc COMMON 98956P102 7,469 72,800 SH   SOLE NONE 72,800 0 0
Zions Bancorporation COMMON 989701107 2,370 86,811 SH   SOLE NONE 86,811 0 0
Zoetis Inc COMMON 98978V103 9,333 194,758 SH   SOLE NONE 194,758 0 0
Zynga Inc COMMON 98986T108 5,494 2,050,000 SH   SOLE NONE 2,050,000 0 0