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 529 3,000 SH   SOLE   0 0 3,000
ABBOTT LABORATORIES COM 002824100 385 9,100 SH   SOLE   0 0 9,100
ABBVIE INC COM 00287Y109 1,621 25,700 SH   SOLE   25,700 0 0
ABBVIE INC COM 00287Y109 1,822 28,900 SH   SOLE   0 0 28,900
ACCENTURE PLC-CL A COM G1151C101 391 3,200 SH   SOLE   0 0 3,200
ACUITY BRANDS INC COM 00508Y102 555 2,100 SH   SOLE   0 0 2,100
ADOBE SYSTEMS INC COM 00724F101 336 3,100 SH   SOLE   0 0 3,100
ADVANCE AUTO PARTS INC COM 00751Y106 1,029 6,900 SH   SOLE   0 0 6,900
AERCAP HOLDINGS NV COM N00985106 115 3,000 SH   SOLE   0 0 3,000
AETNA INC COM 00817Y108 208 1,800 SH   SOLE   0 0 1,800
AGRIUM INC COM 008916108 17,371 191,538 SH   SOLE   191,538 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 361 2,400 SH   SOLE   0 0 2,400
ALLERGAN PLC COM G0177J108 484 2,100 SH   SOLE   0 0 2,100
ALPHABET INC-CL A COM 02079K305 1,286 1,600 SH   SOLE   0 0 1,600
ALPHABET INC-CL C COM 02079K107 1,324 1,704 SH   SOLE   0 0 1,704
ALTRIA GROUP INC COM 02209S103 3,287 52,000 SH   SOLE   52,000 0 0
AMAZON.COM INC COM 023135106 1,674 2,000 SH   SOLE   0 0 2,000
AMERICAN ELECTRIC POWER COM 025537101 225 3,500 SH   SOLE   0 0 3,500
AMERICAN EXPRESS CO COM 025816109 391 6,100 SH   SOLE   0 0 6,100
AMERICAN INTERNATIONAL GROUP COM 026874784 475 8,000 SH   SOLE   0 0 8,000
AMERICAN TOWER CORP COM 03027X100 1,564 13,800 SH   SOLE   0 0 13,800
AMERIPRISE FINANCIAL INC COM 03076C106 349 3,500 SH   SOLE   0 0 3,500
AMGEN INC COM 031162100 700 4,200 SH   SOLE   0 0 4,200
ANADARKO PETROLEUM CORP COM 032511107 165 2,600 SH   SOLE   0 0 2,600
ANADARKO PETROLEUM CORP COM 032511107 1,115 17,600 SH   SOLE   0 0 17,600
ANADARKO PETROLEUM CORP COM 032511107 23,324 368,236 SH   SOLE   368,236 0 0
ANGLOGOLD ASHANTI-SPON ADR COM 035128206 16,892 1,060,400 SH   SOLE   1,060,400 0 0
ANTHEM INC COM 036752103 288 2,300 SH   SOLE   0 0 2,300
AON PLC COM G0408V102 427 3,800 SH   SOLE   0 0 3,800
APPLE INC COM 037833100 3,209 28,400 SH   SOLE   0 0 28,400
APPLIED MATERIALS INC COM 038222105 133 4,400 SH   SOLE   0 0 4,400
ARCHER-DANIELS-MIDLAND CO COM 039483102 18,327 434,699 SH   SOLE   434,699 0 0
AT&T INC COM 00206R102 2,424 59,700 SH   SOLE   0 0 59,700
AUTOMATIC DATA PROCESSING COM 053015103 203 2,300 SH   SOLE   0 0 2,300
AVALONBAY COMMUNITIES INC COM 053484101 782 4,400 SH   SOLE   0 0 4,400
BAKER HUGHES INC COM 057224107 9,297 184,245 SH   SOLE   184,245 0 0
BANCO BRADESCO-ADR COM 059460303 458 50,542 SH   SOLE   0 0 50,542
BANK OF AMERICA CORP COM 060505104 837 53,500 SH   SOLE   0 0 53,500
BANK OF MONTREAL COM 063671101 210 3,200 SH   SOLE   0 0 3,200
BANK OF NEW YORK MELLON CORP COM 064058100 315 7,900 SH   SOLE   0 0 7,900
BANK OF NOVA SCOTIA COM 064149107 323 6,100 SH   SOLE   0 0 6,100
BARRICK GOLD CORP COM 067901108 570 32,200 SH   SOLE   0 0 32,200
BARRICK GOLD CORP COM 067901108 25,988 1,466,600 SH   SOLE   1,466,600 0 0
BCE INC COM 05534B760 964 20,900 SH   SOLE   20,900 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 780 5,400 SH   SOLE   0 0 5,400
BEST BUY CO INC COM 086516101 737 19,300 SH   SOLE   19,300 0 0
BHP BILLITON PLC-ADR COM 05545E209 58,232 1,917,412 SH   SOLE   1,917,412 0 0
BIOGEN INC COM 09062X103 376 1,200 SH   SOLE   0 0 1,200
BLACKROCK INC COM 09247X101 326 900 SH   SOLE   0 0 900
BOSTON PROPERTIES INC COM 101121101 327 2,400 SH   SOLE   0 0 2,400
BP PLC-SPONS ADR COM 055622104 27,046 769,438 SH   SOLE   769,438 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 507 9,400 SH   SOLE   0 0 9,400
BROADCOM LTD COM Y09827109 776 4,500 SH   SOLE   0 0 4,500
C.H. ROBINSON WORLDWIDE INC COM 12541W209 923 13,100 SH   SOLE   0 0 13,100
CABOT OIL & GAS CORP COM 127097103 830 32,200 SH   SOLE   0 0 32,200
CABOT OIL & GAS CORP COM 127097103 12,953 502,257 SH   SOLE   502,257 0 0
CAN IMPERIAL BK OF COMMERCE COM 136069101 1,488 19,200 SH   SOLE   19,200 0 0
CANADIAN NATL RAILWAY CO COM 136375102 294 4,500 SH   SOLE   0 0 4,500
CANADIAN NATURAL RESOURCES COM 136385101 805 25,200 SH   SOLE   0 0 25,200
CANADIAN NATURAL RESOURCES COM 136385101 11,910 371,830 SH   SOLE   371,830 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 201 2,800 SH   SOLE   0 0 2,800
CATERPILLAR INC COM 149123101 604 6,800 SH   SOLE   0 0 6,800
CELGENE CORP COM 151020104 1,442 13,800 SH   SOLE   0 0 13,800
CF INDUSTRIES HOLDINGS INC COM 125269100 11,543 474,230 SH   SOLE   474,230 0 0
CHARTER COMMUNICATIONS INC-A COM 16119P108 211 782 SH   SOLE   0 0 782
CHEVRON CORP COM 166764100 988 9,600 SH   SOLE   0 0 9,600
CHEVRON CORP COM 166764100 1,163 11,300 SH   SOLE   0 0 11,300
CHEVRON CORP COM 166764100 5,115 49,700 SH   SOLE   49,700 0 0
CHEVRON CORP COM 166764100 26,760 260,030 SH   SOLE   260,030 0 0
CHINA PETROLEUM & CHEM-ADR COM 16941R108 5,829 78,990 SH   SOLE   78,990 0 0
CHUBB LTD COM H1467J104 302 2,400 SH   SOLE   0 0 2,400
CIGNA CORP COM 125509109 248 1,900 SH   SOLE   0 0 1,900
CIMAREX ENERGY CO COM 171798101 511 3,800 SH   SOLE   0 0 3,800
CISCO SYSTEMS INC COM 17275R102 837 26,400 SH   SOLE   0 0 26,400
CISCO SYSTEMS INC COM 17275R102 1,624 51,200 SH   SOLE   51,200 0 0
CITIGROUP INC COM 172967424 704 14,900 SH   SOLE   0 0 14,900
CNOOC LTD-SPON ADR COM 126132109 6,280 49,652 SH   SOLE   49,652 0 0
COACH INC COM 189754104 1,137 31,100 SH   SOLE   31,100 0 0
COCA-COLA CO/THE COM 191216100 1,697 40,100 SH   SOLE   0 0 40,100
COLGATE-PALMOLIVE CO COM 194162103 593 8,000 SH   SOLE   0 0 8,000
COMCAST CORP-CLASS A COM 20030N101 849 12,800 SH   SOLE   0 0 12,800
CONCHO RESOURCES INC COM 20605P101 989 7,200 SH   SOLE   0 0 7,200
CONCHO RESOURCES INC COM 20605P101 14,805 107,800 SH   SOLE   107,800 0 0
CONOCOPHILLIPS COM 20825C104 272 6,268 SH   SOLE   0 0 6,268
CONOCOPHILLIPS COM 20825C104 6,497 149,500 SH   SOLE   149,500 0 0
COOPER COS INC/THE COM 216648402 1,147 6,400 SH   SOLE   0 0 6,400
COSTCO WHOLESALE CORP COM 22160K105 534 3,500 SH   SOLE   0 0 3,500
CUMMINS INC COM 231021106 1,153 9,000 SH   SOLE   9,000 0 0
CVS HEALTH CORP COM 126650100 765 8,600 SH   SOLE   0 0 8,600
DANAHER CORP COM 235851102 251 3,200 SH   SOLE   0 0 3,200
DARDEN RESTAURANTS INC COM 237194105 944 15,400 SH   SOLE   15,400 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,967 61,800 SH   SOLE   61,800 0 0
DOMINION RESOURCES INC/VA COM 25746U109 230 3,100 SH   SOLE   0 0 3,100
DOW CHEMICAL CO/THE COM 260543103 363 7,000 SH   SOLE   0 0 7,000
DOW CHEMICAL CO/THE COM 260543103 18,949 365,668 SH   SOLE   365,668 0 0
DRIL-QUIP INC COM 262037104 8,156 146,349 SH   SOLE   146,349 0 0
DU PONT (E.I.) DE NEMOURS COM 263534109 361 5,400 SH   SOLE   0 0 5,400
DUKE ENERGY CORP COM 26441C204 336 4,200 SH   SOLE   0 0 4,200
EBAY INC COM 278642103 263 8,000 SH   SOLE   0 0 8,000
ECOLAB INC COM 278865100 280 2,300 SH   SOLE   0 0 2,300
EDISON INTERNATIONAL COM 281020107 448 6,200 SH   SOLE   0 0 6,200
ELDORADO GOLD CORP COM 284902103 8,901 2,264,883 SH   SOLE   2,264,883 0 0
ELI LILLY & CO COM 532457108 417 5,200 SH   SOLE   0 0 5,200
EMERSON ELECTRIC CO COM 291011104 501 9,200 SH   SOLE   0 0 9,200
ENBRIDGE INC COM 29250N105 387 8,800 SH   SOLE   0 0 8,800
ENTERGY CORP COM 29364G103 1,043 13,600 SH   SOLE   13,600 0 0
EOG RESOURCES INC COM 26875P101 290 3,000 SH   SOLE   0 0 3,000
EOG RESOURCES INC COM 26875P101 822 8,500 SH   SOLE   0 0 8,500
EOG RESOURCES INC COM 26875P101 9,804 101,400 SH   SOLE   101,400 0 0
EQT CORP COM 26884L109 726 10,000 SH   SOLE   0 0 10,000
EQT CORP COM 26884L109 11,457 157,764 SH   SOLE   157,764 0 0
EXPRESS SCRIPTS HOLDING CO COM 30219G108 247 3,500 SH   SOLE   0 0 3,500
EXXON MOBIL CORP COM 30231G102 1,501 17,200 SH   SOLE   0 0 17,200
EXXON MOBIL CORP COM 30231G102 1,892 21,672 SH   SOLE   0 0 21,672
EXXON MOBIL CORP COM 30231G102 6,607 75,700 SH   SOLE   75,700 0 0
EXXON MOBIL CORP COM 30231G102 36,494 418,121 SH   SOLE   418,121 0 0
FACEBOOK INC-A COM 30303M102 3,040 23,700 SH   SOLE   0 0 23,700
FEDEX CORP COM 31428X106 559 3,200 SH   SOLE   0 0 3,200
FERRARI NV COM N3167Y103 145 2,800 SH   SOLE   0 0 2,800
FMC TECHNOLOGIES INC COM 30249U101 53 1,800 SH   SOLE   0 0 1,800
FMC TECHNOLOGIES INC COM 30249U101 9,560 322,332 SH   SOLE   322,332 0 0
FNF GROUP COM 31620R303 480 13,000 SH   SOLE   0 0 13,000
FORD MOTOR CO COM 345370860 230 19,100 SH   SOLE   0 0 19,100
FREEPORT-MCMORAN INC COM 35671D857 19,123 1,760,847 SH   SOLE   1,760,847 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 0 1 SH   SOLE   0 0 1
GENERAL ELECTRIC CO COM 369604103 1,380 46,600 SH   SOLE   0 0 46,600
GENERAL MILLS INC COM 370334104 198 3,100 SH   SOLE   0 0 3,100
GENERAL MOTORS CO COM 37045V100 343 10,800 SH   SOLE   0 0 10,800
GENERAL MOTORS CO COM 37045V100 1,493 47,000 SH   SOLE   47,000 0 0
GILEAD SCIENCES INC COM 375558103 554 7,000 SH   SOLE   0 0 7,000
GOLDCORP INC COM 380956409 15,683 949,363 SH   SOLE   949,363 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 323 2,000 SH   SOLE   0 0 2,000
GULFPORT ENERGY CORP COM 402635304 8,534 302,200 SH   SOLE   302,200 0 0
HALLIBURTON CO COM 406216101 206 4,600 SH   SOLE   0 0 4,600
HALLIBURTON CO COM 406216101 700 15,600 SH   SOLE   0 0 15,600
HALLIBURTON CO COM 406216101 24,521 546,500 SH   SOLE   546,500 0 0
HARMAN INTERNATIONAL COM 413086109 540 6,400 SH   SOLE   0 0 6,400
HARRIS CORP COM 413875105 440 4,800 SH   SOLE   0 0 4,800
HCP INC COM 40414L109 349 9,200 SH   SOLE   0 0 9,200
HD SUPPLY HOLDINGS INC COM 40416M105 985 30,800 SH   SOLE   0 0 30,800
HESS CORP COM 42809H107 7,970 148,670 SH   SOLE   148,670 0 0
HEWLETT PACKARD ENTERPRIS COM 42824C109 205 9,000 SH   SOLE   0 0 9,000
HOLLYFRONTIER CORP COM 436106108 5,508 224,800 SH   SOLE   224,800 0 0
HOME DEPOT INC COM 437076102 824 6,400 SH   SOLE   0 0 6,400
HONEYWELL INTERNATIONAL INC COM 438516106 443 3,800 SH   SOLE   0 0 3,800
HP INC COM 40434L105 140 9,000 SH   SOLE   0 0 9,000
HUNTINGTON BANCSHARES INC COM 446150104 1,370 139,100 SH   SOLE   0 0 139,100
ICON PLC COM G4705A100 1,121 14,500 SH   SOLE   0 0 14,500
ILLINOIS TOOL WORKS COM 452308109 659 5,500 SH   SOLE   0 0 5,500
INTEL CORP COM 458140100 992 26,300 SH   SOLE   0 0 26,300
INTEL CORP COM 458140100 3,494 92,600 SH   SOLE   92,600 0 0
INTERNATIONAL PAPER CO COM 460146103 384 8,000 SH   SOLE   0 0 8,000
INTERNATIONAL PAPER CO COM 460146103 31,106 648,319 SH   SOLE   648,319 0 0
INTL BUSINESS MACHINES CORP COM 459200101 858 5,400 SH   SOLE   0 0 5,400
INTL BUSINESS MACHINES CORP COM 459200101 2,096 13,200 SH   SOLE   13,200 0 0
ISRAEL CHEMICALS LTD COM M5920A109 3,546 911,526 SH   SOLE   911,526 0 0
JOHNSON & JOHNSON COM 478160104 1,630 13,800 SH   SOLE   0 0 13,800
JOHNSON CONTROLS INTERNATION COM G51502105 405 8,700 SH   SOLE   0 0 8,700
JPMORGAN CHASE & CO COM 46625H100 1,275 19,149 SH   SOLE   0 0 19,149
KELLOGG CO COM 487836108 325 4,200 SH   SOLE   0 0 4,200
KEYCORP COM 493267108 1,053 86,600 SH   SOLE   0 0 86,600
KIMBERLY-CLARK CORP COM 494368103 341 2,700 SH   SOLE   0 0 2,700
KINDER MORGAN INC COM 49456B101 227 9,800 SH   SOLE   0 0 9,800
KINDER MORGAN INC COM 49456B101 5,588 241,700 SH   SOLE   241,700 0 0
KLA-TENCOR CORP COM 482480100 1,157 16,600 SH   SOLE   16,600 0 0
KRAFT HEINZ CO/THE COM 500754106 268 3,000 SH   SOLE   0 0 3,000
KROGER CO COM 501044101 350 11,800 SH   SOLE   0 0 11,800
LABORATORY CRP OF AMER HLDGS COM 50540R409 1,402 10,200 SH   SOLE   0 0 10,200
LIVANOVA PLC COM G5509L101 391 6,500 SH   SOLE   0 0 6,500
LOWE'S COS INC COM 548661107 347 4,800 SH   SOLE   0 0 4,800
LYONDELLBASELL INDU-CL A COM N53745100 274 3,400 SH   SOLE   0 0 3,400
MANULIFE FINANCIAL CORP COM 56501R106 273 19,370 SH   SOLE   0 0 19,370
MARTIN MARIETTA MATERIALS COM 573284106 6,341 35,411 SH   SOLE   35,411 0 0
MASTERCARD INC COM 57636Q104 570 5,600 SH   SOLE   0 0 5,600
MATADOR RESOURCES CO COM 576485205 7,876 323,700 SH   SOLE   323,700 0 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 774 19,400 SH   SOLE   19,400 0 0
MCDONALD'S CORP COM 580135101 577 5,000 SH   SOLE   0 0 5,000
MCDONALD'S CORP COM 580135101 2,538 22,000 SH   SOLE   22,000 0 0
MEDNAX INC COM 58502B106 1,060 16,000 SH   SOLE   0 0 16,000
MEDTRONIC PLC COM G5960L103 639 7,400 SH   SOLE   0 0 7,400
MERCK & CO. INC. COM 58933Y105 905 14,500 SH   SOLE   0 0 14,500
MERCK & CO. INC. COM 58933Y105 3,032 48,600 SH   SOLE   48,600 0 0
METLIFE INC COM 59156R108 318 7,160 SH   SOLE   0 0 7,160
MICROSOFT CORP COM 594918104 507 8,800 SH   SOLE   8,800 0 0
MICROSOFT CORP COM 594918104 3,512 61,000 SH   SOLE   0 0 61,000
MONDELEZ INTERNATIONAL INC-A COM 609207105 544 12,400 SH   SOLE   0 0 12,400
MONSANTO CO COM 61166W101 296 2,900 SH   SOLE   0 0 2,900
MONSANTO CO COM 61166W101 38,983 381,400 SH   SOLE   381,400 0 0
MORGAN STANLEY COM 617446448 240 7,500 SH   SOLE   0 0 7,500
MOSAIC CO/THE COM 61945C103 21,517 880,029 SH   SOLE   880,029 0 0
NETFLIX INC COM 64110L106 207 2,100 SH   SOLE   0 0 2,100
NEWMONT MINING CORP COM 651639106 7,469 190,100 SH   SOLE   190,100 0 0
NEXTERA ENERGY INC COM 65339F101 293 2,400 SH   SOLE   0 0 2,400
NIKE INC -CL B COM 654106103 627 11,900 SH   SOLE   0 0 11,900
NOBLE ENERGY INC COM 655044105 815 22,800 SH   SOLE   0 0 22,800
NOBLE ENERGY INC COM 655044105 18,490 517,500 SH   SOLE   517,500 0 0
NUCOR CORP COM 670346105 21,109 426,962 SH   SOLE   426,962 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 970 13,300 SH   SOLE   0 0 13,300
OCCIDENTAL PETROLEUM CORP COM 674599105 1,138 15,600 SH   SOLE   0 0 15,600
OCCIDENTAL PETROLEUM CORP COM 674599105 18,252 250,300 SH   SOLE   250,300 0 0
OCEANEERING INTL INC COM 675232102 88 3,200 SH   SOLE   0 0 3,200
OCEANEERING INTL INC COM 675232102 8,076 293,557 SH   SOLE   293,557 0 0
OIL STATES INTERNATIONAL INC COM 678026105 341 10,800 SH   SOLE   0 0 10,800
OIL STATES INTERNATIONAL INC COM 678026105 6,597 208,900 SH   SOLE   208,900 0 0
ORACLE CORP COM 68389X105 648 16,500 SH   SOLE   0 0 16,500
PACKAGING CORP OF AMERICA COM 695156109 1,194 14,700 SH   SOLE   14,700 0 0
PARKER HANNIFIN CORP COM 701094104 402 3,200 SH   SOLE   0 0 3,200
PATTERSON-UTI ENERGY INC COM 703481101 430 19,200 SH   SOLE   0 0 19,200
PAYCHEX INC COM 704326107 1,180 20,400 SH   SOLE   20,400 0 0
PAYPAL HOLDINGS INC COM 70450Y103 233 5,700 SH   SOLE   0 0 5,700
PEPSICO INC COM 713448108 827 7,600 SH   SOLE   0 0 7,600
PETROCHINA CO LTD -ADR COM 71646E100 5,856 87,733 SH   SOLE   87,733 0 0
PETROLEO BRASILEIRO-SPON ADR COM 71654V408 7,506 804,500 SH   SOLE   804,500 0 0
PFIZER INC COM 717081103 758 22,400 SH   SOLE   22,400 0 0
PFIZER INC COM 717081103 1,095 32,341 SH   SOLE   0 0 32,341
PHILIP MORRIS INTERNATIONAL COM 718172109 3,450 35,500 SH   SOLE   35,500 0 0
PHILLIPS 66 COM 718546104 201 2,500 SH   SOLE   0 0 2,500
PHILLIPS 66 COM 718546104 4,366 54,200 SH   SOLE   54,200 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 167 900 SH   SOLE   0 0 900
PIONEER NATURAL RESOURCES CO COM 723787107 984 5,300 SH   SOLE   0 0 5,300
PIONEER NATURAL RESOURCES CO COM 723787107 18,411 99,200 SH   SOLE   99,200 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 351 3,900 SH   SOLE   0 0 3,900
POTASH CORP OF SASKATCHEWAN COM 73755L107 16,409 1,006,096 SH   SOLE   1,006,096 0 0
PPG INDUSTRIES INC COM 693506107 145 1,400 SH   SOLE   0 0 1,400
PPL CORP COM 69351T106 124 3,600 SH   SOLE   0 0 3,600
PPL CORP COM 69351T106 308 8,900 SH   SOLE   8,900 0 0
PRAXAIR INC COM 74005P104 266 2,200 SH   SOLE   0 0 2,200
PRICELINE GROUP INC/THE COM 741503403 441 300 SH   SOLE   0 0 300
PROCTER & GAMBLE CO/THE COM 742718109 1,270 14,188 SH   SOLE   0 0 14,188
PRUDENTIAL FINANCIAL INC COM 744320102 335 4,100 SH   SOLE   0 0 4,100
PUBLIC STORAGE COM 74460D109 335 1,500 SH   SOLE   0 0 1,500
QUALCOMM INC COM 747525103 562 8,200 SH   SOLE   0 0 8,200
QUALCOMM INC COM 747525103 2,534 37,000 SH   SOLE   37,000 0 0
RANDGOLD RESOURCES LTD-ADR COM 752344309 4,651 46,443 SH   SOLE   46,443 0 0
REYNOLDS AMERICAN INC COM 761713106 1,141 24,200 SH   SOLE   24,200 0 0
RIO TINTO PLC-SPON ADR COM 767204100 35,543 1,064,164 SH   SOLE   1,064,164 0 0
ROWAN COMPANIES PLC-A COM G7665A101 130 8,600 SH   SOLE   0 0 8,600
ROWAN COMPANIES PLC-A COM G7665A101 4,918 324,400 SH   SOLE   324,400 0 0
ROYAL BANK OF CANADA COM 780087102 532 8,600 SH   SOLE   0 0 8,600
ROYAL DUTCH SHELL-SPON ADR-A COM 780259206 39,820 795,450 SH   SOLE   795,450 0 0
S&P GLOBAL INC COM 78409V104 380 3,000 SH   SOLE   0 0 3,000
SALESFORCE.COM INC COM 79466L302 271 3,800 SH   SOLE   0 0 3,800
SCHLUMBERGER LTD COM 806857108 574 7,300 SH   SOLE   0 0 7,300
SCHLUMBERGER LTD COM 806857108 881 11,200 SH   SOLE   0 0 11,200
SCHLUMBERGER LTD COM 806857108 28,438 361,671 SH   SOLE   361,671 0 0
SCHWAB (CHARLES) CORP COM 808513105 344 10,900 SH   SOLE   0 0 10,900
SCOTTS MIRACLE-GRO CO-CL A COM 810186106 1,291 15,500 SH   SOLE   0 0 15,500
SEMPRA ENERGY COM 816851109 461 4,300 SH   SOLE   0 0 4,300
SIMON PROPERTY GROUP INC COM 828806109 331 1,600 SH   SOLE   0 0 1,600
SL GREEN REALTY CORP COM 78440X101 454 4,200 SH   SOLE   0 0 4,200
SM ENERGY CO COM 78454L100 7,082 183,607 SH   SOLE   183,607 0 0
SOUTHERN CO/THE COM 842587107 210 4,100 SH   SOLE   0 0 4,100
SOUTHERN COPPER CORP COM 84265V105 8,226 312,770 SH   SOLE   312,770 0 0
SPECTRA ENERGY CORP COM 847560109 1,355 31,700 SH   SOLE   31,700 0 0
STARBUCKS CORP COM 855244109 465 8,600 SH   SOLE   0 0 8,600
STEEL DYNAMICS INC COM 858119100 9,524 381,100 SH   SOLE   381,100 0 0
SUNCOR ENERGY INC COM 867224107 926 33,400 SH   SOLE   0 0 33,400
SUPERIOR ENERGY SERVICES INC COM 868157108 362 20,200 SH   SOLE   0 0 20,200
SUPERIOR ENERGY SERVICES INC COM 868157108 12,729 711,092 SH   SOLE   711,092 0 0
SYNERGY RESOURCES CORP COM 87164P103 7,373 1,065,400 SH   SOLE   1,065,400 0 0
SYNGENTA AG-ADR COM 87160A100 18,939 216,123 SH   SOLE   216,123 0 0
SYNNEX CORP COM 87162W100 1,221 10,700 SH   SOLE   0 0 10,700
TAHOE RESOURCES INC COM 873868103 13,215 1,030,850 SH   SOLE   1,030,850 0 0
TARGET CORP COM 87612E106 220 3,200 SH   SOLE   0 0 3,200
TECK RESOURCES LTD-CLS B COM 878742204 5,281 293,051 SH   SOLE   293,051 0 0
TELUS CORP COM 87971M103 340 10,300 SH   SOLE   0 0 10,300
TELUS CORP COM 87971M103 1,055 32,000 SH   SOLE   32,000 0 0
TEXAS INSTRUMENTS INC COM 882508104 379 5,400 SH   SOLE   0 0 5,400
THERMO FISHER SCIENTIFIC INC COM 883556102 350 2,200 SH   SOLE   0 0 2,200
TIME WARNER INC COM 887317303 479 6,011 SH   SOLE   0 0 6,011
TJX COMPANIES INC COM 872540109 389 5,200 SH   SOLE   0 0 5,200
TORONTO-DOMINION BANK COM 891160509 488 11,000 SH   SOLE   0 0 11,000
TOTAL SA-SPON ADR COM 89151E109 37,168 779,212 SH   SOLE   779,212 0 0
TRAVELERS COS INC/THE COM 89417E109 332 2,900 SH   SOLE   0 0 2,900
TWENTY-FIRST CENTURY FOX-A COM 90130A101 211 8,700 SH   SOLE   0 0 8,700
TYSON FOODS INC-CL A COM 902494103 1,128 15,100 SH   SOLE   0 0 15,100
UBS GROUP AG-REG COM H42097107 274 20,100 SH   SOLE   0 0 20,100
UNION PACIFIC CORP COM 907818108 419 4,300 SH   SOLE   0 0 4,300
UNITED PARCEL SERVICE-CL B COM 911312106 383 3,500 SH   SOLE   0 0 3,500
UNITEDHEALTH GROUP INC COM 91324P102 686 4,900 SH   SOLE   0 0 4,900
US BANCORP COM 902973304 390 9,100 SH   SOLE   0 0 9,100
VALERO ENERGY CORP COM 91913Y100 832 15,700 SH   SOLE   0 0 15,700
VALERO ENERGY CORP COM 91913Y100 6,512 122,900 SH   SOLE   122,900 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 639 12,300 SH   SOLE   0 0 12,300
VISA INC-CLASS A SHARES COM 92826C839 835 10,100 SH   SOLE   0 0 10,100
WALGREENS BOOTS ALLIANCE INC COM 931427108 161 2,000 SH   SOLE   0 0 2,000
WAL-MART STORES INC COM 931142103 609 8,449 SH   SOLE   0 0 8,449
WALT DISNEY CO/THE COM 254687106 864 9,300 SH   SOLE   0 0 9,300
WASTE MANAGEMENT INC COM 94106L109 236 3,700 SH   SOLE   3,700 0 0
WEATHERFORD INTERNATIONAL PL COM G48833100 4,422 788,300 SH   SOLE   788,300 0 0
WELLS FARGO & CO COM 949746101 1,111 25,100 SH   SOLE   0 0 25,100
WEYERHAEUSER CO COM 962166104 22,958 719,007 SH   SOLE   719,007 0 0
YUM! BRANDS INC COM 988498101 372 4,100 SH   SOLE   0 0 4,100