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 2,622 62,000 SH   SOLE N/A 62,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207 485 30,500 SH   SOLE N/A 30,500 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,407 76,910 SH   SOLE N/A 76,910 0 0
ADOBE SYS INC COM 00724F101 13,665 125,900 SH   SOLE N/A 125,900 0 0
AGCO CORP COM 001084102 276 5,600 SH   SOLE N/A 5,600 0 0
AGNICO EAGLE MINES LTD COM 008474108 10,074 185,932 SH   SOLE N/A 185,932 0 0
AIR PRODS & CHEMS INC COM 009158106 541 3,600 SH   SOLE N/A 3,600 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 18,250 85,071 SH   SOLE N/A 85,071 0 0
ALPHABET INC CAP STK CL A 02079K305 5,387 6,700 SH   SOLE N/A 6,700 0 0
ALTRIA GROUP INC COM 02209S103 1,138 18,000 SH   SOLE N/A 18,000 0 0
AMC NETWORKS INC CL A 00164V103 856 16,500 SH   SOLE N/A 16,500 0 0
AMERICAN EXPRESS CO COM 025816109 1,326 20,700 SH   SOLE N/A 20,700 0 0
AMERIPRISE FINL INC COM 03076C106 1,087 10,900 SH   SOLE N/A 10,900 0 0
AMERISOURCEBERGEN CORP COM 03073E105 8,255 102,192 SH   SOLE N/A 102,192 0 0
ANADARKO PETE CORP COM 032511107 9,851 155,480 SH   SOLE N/A 155,480 0 0
ANALOG DEVICES INC COM 032654105 6,783 105,239 SH   SOLE N/A 105,239 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 5,455 342,678 SH   SOLE N/A 342,678 0 0
ANTHEM INC COM 036752103 9,358 74,679 SH   SOLE N/A 74,679 0 0
AON PLC SHS CL A G0408V102 1,189 10,569 SH   SOLE N/A 10,569 0 0
APACHE CORP COM 037411105 6,694 104,800 SH   SOLE N/A 104,800 0 0
APPLE INC COM 037833100 39,183 346,600 SH   SOLE N/A 346,600 0 0
APPLIED MATLS INC COM 038222105 22,271 738,683 SH   SOLE N/A 738,683 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 383 3,300 SH   SOLE N/A 3,300 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 238 2,700 SH   SOLE N/A 2,700 0 0
AUTONATION INC COM 05329W102 468 9,618 SH   SOLE N/A 9,618 0 0
AUTOZONE INC COM 053332102 2,520 3,280 SH   SOLE N/A 3,280 0 0
AVALONBAY CMNTYS INC COM 053484101 320 1,800 SH   SOLE N/A 1,800 0 0
B2GOLD CORP COM 11777Q209 2,284 872,500 SH   SOLE N/A 872,500 0 0
BALL CORP COM 058498106 229 2,800 SH   SOLE N/A 2,800 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,227 106,000 SH   SOLE N/A 106,000 0 0
BARD C R INC COM 067383109 1,551 6,915 SH   SOLE N/A 6,915 0 0
BECTON DICKINSON & CO COM 075887109 899 5,000 SH   SOLE N/A 5,000 0 0
BED BATH & BEYOND INC COM 075896100 13,615 315,810 SH   SOLE N/A 315,810 0 0
BEMIS INC COM 081437105 230 4,500 SH   SOLE N/A 4,500 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 16,237 468,611 SH   SOLE N/A 468,611 0 0
BIOGEN INC COM 09062X103 282 900 SH   SOLE N/A 900 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 826 8,926 SH   SOLE N/A 8,926 0 0
BLACKROCK INC COM 09247X101 3,443 9,500 SH   SOLE N/A 9,500 0 0
BOEING CO COM 097023105 640 4,856 SH   SOLE N/A 4,856 0 0
BORGWARNER INC COM 099724106 2,547 72,400 SH   SOLE N/A 72,400 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,211 50,900 SH   SOLE N/A 50,900 0 0
BP PLC SPONSORED ADR 055622104 16,311 463,900 SH   SOLE N/A 463,900 0 0
BRINKS CO COM 109696104 256 6,893 SH   SOLE N/A 6,893 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 21,060 390,577 SH   SOLE N/A 390,577 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,862 69,000 SH   SOLE N/A 69,000 0 0
CA INC COM 12673P105 2,134 64,500 SH   SOLE N/A 64,500 0 0
CABOT OIL & GAS CORP COM 127097103 3,573 138,480 SH   SOLE N/A 138,480 0 0
CALPINE CORP COM NEW 131347304 287 22,700 SH   SOLE N/A 22,700 0 0
CAMECO CORP COM 13321L108 1,021 119,700 SH   SOLE N/A 119,700 0 0
CAMPBELL SOUP CO COM 134429109 16,143 295,122 SH   SOLE N/A 295,122 0 0
CANADIAN NAT RES LTD COM 136385101 20,842 653,119 SH   SOLE N/A 653,119 0 0
CAPITAL ONE FINL CORP COM 14040H105 316 4,400 SH   SOLE N/A 4,400 0 0
CARDINAL HEALTH INC COM 14149Y108 7,557 97,257 SH   SOLE N/A 97,257 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,573 32,229 SH   SOLE N/A 32,229 0 0
CBRE GROUP INC CL A 12504L109 283 10,100 SH   SOLE N/A 10,100 0 0
CELGENE CORP COM 151020104 3,732 35,700 SH   SOLE N/A 35,700 0 0
CENOVUS ENERGY INC COM 15135U109 7,268 507,297 SH   SOLE N/A 507,297 0 0
CENTURYLINK INC COM 156700106 12,196 444,625 SH   SOLE N/A 444,625 0 0
CERNER CORP COM 156782104 1,970 31,900 SH   SOLE N/A 31,900 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 594 2,200 SH   SOLE N/A 2,200 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,305 367,600 SH   SOLE N/A 367,600 0 0
CHEVRON CORP NEW COM 166764100 16,570 161,000 SH   SOLE N/A 161,000 0 0
CIMAREX ENERGY CO COM 171798101 3,609 26,859 SH   SOLE N/A 26,859 0 0
CINTAS CORP COM 172908105 327 2,900 SH   SOLE N/A 2,900 0 0
CISCO SYS INC COM 17275R102 27,266 859,590 SH   SOLE N/A 859,590 0 0
CITRIX SYS INC COM 177376100 8,803 103,295 SH   SOLE N/A 103,295 0 0
CLOROX CO DEL COM 189054109 7,633 60,980 SH   SOLE N/A 60,980 0 0
CME GROUP INC COM 12572Q105 1,035 9,900 SH   SOLE N/A 9,900 0 0
COACH INC COM 189754104 1,671 45,700 SH   SOLE N/A 45,700 0 0
COCA COLA CO COM 191216100 12,383 292,606 SH   SOLE N/A 292,606 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 454 11,384 SH   SOLE N/A 11,384 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 270 23,400 SH   SOLE N/A 23,400 0 0
CONAGRA FOODS INC COM 205887102 14,382 305,276 SH   SOLE N/A 305,276 0 0
CONCHO RES INC COM 20605P101 5,568 40,538 SH   SOLE N/A 40,538 0 0
CONOCOPHILLIPS COM 20825C104 14,843 341,444 SH   SOLE N/A 341,444 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,149 18,913 SH   SOLE N/A 18,913 0 0
CONTINENTAL RESOURCES INC COM 212015101 5,313 102,260 SH   SOLE N/A 102,260 0 0
CORNING INC COM 219350105 1,937 81,900 SH   SOLE N/A 81,900 0 0
COSTCO WHSL CORP NEW COM 22160K105 259 1,700 SH   SOLE N/A 1,700 0 0
CRESCENT PT ENERGY CORP COM 22576C101 2,025 153,800 SH   SOLE N/A 153,800 0 0
CSRA INC COM 12650T104 401 14,900 SH   SOLE N/A 14,900 0 0
D R HORTON INC COM 23331A109 6,786 224,718 SH   SOLE N/A 224,718 0 0
DANAHER CORP DEL COM 235851102 5,926 75,600 SH   SOLE N/A 75,600 0 0
DARDEN RESTAURANTS INC COM 237194105 10,538 171,858 SH   SOLE N/A 171,858 0 0
DAVITA INC COM 23918K108 4,314 65,300 SH   SOLE N/A 65,300 0 0
DDR CORP COM 23317H102 678 38,900 SH   SOLE N/A 38,900 0 0
DENTSPLY SIRONA INC COM 24906P109 267 4,500 SH   SOLE N/A 4,500 0 0
DEVON ENERGY CORP NEW COM 25179M103 6,343 143,800 SH   SOLE N/A 143,800 0 0
DEVRY ED GROUP INC COM 251893103 233 10,100 SH   SOLE N/A 10,100 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 7,496 425,690 SH   SOLE N/A 425,690 0 0
DICKS SPORTING GOODS INC COM 253393102 437 7,700 SH   SOLE N/A 7,700 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 9,619 357,335 SH   SOLE N/A 357,335 0 0
DISH NETWORK CORP CL A 25470M109 10,518 192,006 SH   SOLE N/A 192,006 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 6,601 72,295 SH   SOLE N/A 72,295 0 0
DUNKIN BRANDS GROUP INC COM 265504100 307 5,900 SH   SOLE N/A 5,900 0 0
EASTMAN CHEM CO COM 277432100 3,641 53,800 SH   SOLE N/A 53,800 0 0
EATON CORP PLC SHS G29183103 3,351 50,992 SH   SOLE N/A 50,992 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,433 45,065 SH   SOLE N/A 45,065 0 0
ELDORADO GOLD CORP NEW COM 284902103 2,347 597,900 SH   SOLE N/A 597,900 0 0
ELECTRONIC ARTS INC COM 285512109 1,486 17,400 SH   SOLE N/A 17,400 0 0
EMERSON ELEC CO COM 291011104 1,079 19,800 SH   SOLE N/A 19,800 0 0
ENCANA CORP COM 292505104 2,721 260,800 SH   SOLE N/A 260,800 0 0
ENDO INTL PLC SHS G30401106 17,879 887,293 SH   SOLE N/A 887,293 0 0
ENSCO PLC SHS CLASS A G3157S106 5,098 599,804 SH   SOLE N/A 599,804 0 0
EOG RES INC COM 26875P101 15,064 155,765 SH   SOLE N/A 155,765 0 0
EQT CORP COM 26884L109 3,957 54,486 SH   SOLE N/A 54,486 0 0
EQUINIX INC COM PAR $0.001 29444U700 504 1,400 SH   SOLE N/A 1,400 0 0
EXELON CORP COM 30161N101 3,296 99,000 SH   SOLE N/A 99,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 28,439 403,218 SH   SOLE N/A 403,218 0 0
EXXON MOBIL CORP COM 30231G102 16,496 189,000 SH   SOLE N/A 189,000 0 0
F M C CORP COM NEW 302491303 257 5,323 SH   SOLE N/A 5,323 0 0
F5 NETWORKS INC COM 315616102 9,212 73,910 SH   SOLE N/A 73,910 0 0
FACEBOOK INC CL A 30303M102 3,168 24,700 SH   SOLE N/A 24,700 0 0
FACTSET RESH SYS INC COM 303075105 2,334 14,400 SH   SOLE N/A 14,400 0 0
FASTENAL CO COM 311900104 2,190 52,411 SH   SOLE N/A 52,411 0 0
FEDEX CORP COM 31428X106 3,867 22,136 SH   SOLE N/A 22,136 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 277 7,500 SH   SOLE N/A 7,500 0 0
FIRSTENERGY CORP COM 337932107 4,275 129,245 SH   SOLE N/A 129,245 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 295 1,700 SH   SOLE N/A 1,700 0 0
FLEX LTD ORD Y2573F102 282 20,729 SH   SOLE N/A 20,729 0 0
FLOWSERVE CORP COM 34354P105 1,066 22,100 SH   SOLE N/A 22,100 0 0
FLUOR CORP NEW COM 343412102 2,251 43,866 SH   SOLE N/A 43,866 0 0
FOOT LOCKER INC COM 344849104 10,643 157,156 SH   SOLE N/A 157,156 0 0
FORTIVE CORP COM 34959J108 972 19,092 SH   SOLE N/A 19,092 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,069 18,400 SH   SOLE N/A 18,400 0 0
FRANCO NEVADA CORP COM 351858105 10,456 149,928 SH   SOLE N/A 149,928 0 0
FRANKLIN RES INC COM 354613101 935 26,300 SH   SOLE N/A 26,300 0 0
GAMESTOP CORP NEW CL A 36467W109 3,247 117,700 SH   SOLE N/A 117,700 0 0
GAP INC DEL COM 364760108 10,355 465,605 SH   SOLE N/A 465,605 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 375 13,600 SH   SOLE N/A 13,600 0 0
GENERAL MLS INC COM 370334104 5,915 92,600 SH   SOLE N/A 92,600 0 0
GILEAD SCIENCES INC COM 375558103 24,944 315,272 SH   SOLE N/A 315,272 0 0
GNC HLDGS INC COM CL A 36191G107 434 21,261 SH   SOLE N/A 21,261 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 3,440 709,200 SH   SOLE N/A 709,200 0 0
GOLDCORP INC NEW COM 380956409 11,715 709,119 SH   SOLE N/A 709,119 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,532 28,100 SH   SOLE N/A 28,100 0 0
HERSHEY CO COM 427866108 3,869 40,471 SH   SOLE N/A 40,471 0 0
HESS CORP COM 42809H107 4,617 86,100 SH   SOLE N/A 86,100 0 0
HOME DEPOT INC COM 437076102 11,221 87,200 SH   SOLE N/A 87,200 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,800 31,705 SH   SOLE N/A 31,705 0 0
IMPERIAL OIL LTD COM NEW 453038408 15,909 509,450 SH   SOLE N/A 509,450 0 0
INTEL CORP COM 458140100 57,495 1,523,043 SH   SOLE N/A 1,523,043 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,428 5,300 SH   SOLE N/A 5,300 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 16,377 103,100 SH   SOLE N/A 103,100 0 0
INTL PAPER CO COM 460146103 8,451 176,140 SH   SOLE N/A 176,140 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,364 7,400 SH   SOLE N/A 7,400 0 0
INVESCO LTD SHS G491BT108 472 15,100 SH   SOLE N/A 15,100 0 0
ISHARES MSCI STH KOR ETF 464286772 6,326 108,820 SH   SOLE N/A 108,820 0 0
ISHARES MSCI BRZ CAP ETF 464286400 154,275 4,573,811 SH   SOLE N/A 4,573,811 0 0
ISHARES INC CORE MSCI EMKT 46434G103 60,174 1,319,320 SH   SOLE N/A 1,319,320 0 0
ISHARES TR IBOXX HI YD ETF 464288513 8,237 94,400 SH   SOLE N/A 94,400 0 0
ISHARES TR CORE S&P500 ETF 464287200 38,073 175,000 SH   SOLE N/A 0 0 175,000
ISHARES TR IBOXX INV CP ETF 464287242 113,308 919,855 SH   SOLE N/A 919,855 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 2,658,828 70,996,740 SH   SOLE N/A 70,996,740 0 0
JOHNSON & JOHNSON COM 478160104 5,245 44,400 SH   SOLE N/A 44,400 0 0
JUNIPER NETWORKS INC COM 48203R104 26,118 1,085,556 SH   SOLE N/A 1,085,556 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,952 74,498 SH   SOLE N/A 74,498 0 0
KELLOGG CO COM 487836108 10,880 140,442 SH   SOLE N/A 140,442 0 0
KILROY RLTY CORP COM 49427F108 451 6,500 SH   SOLE N/A 6,500 0 0
KIMBERLY CLARK CORP COM 494368103 9,372 74,300 SH   SOLE N/A 74,300 0 0
KINROSS GOLD CORP COM NO PAR 496902404 4,383 1,041,700 SH   SOLE N/A 1,041,700 0 0
KOHLS CORP COM 500255104 13,700 313,136 SH   SOLE N/A 313,136 0 0
KROGER CO COM 501044101 6,370 214,610 SH   SOLE N/A 214,610 0 0
L BRANDS INC COM 501797104 10,762 152,076 SH   SOLE N/A 152,076 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,240 30,844 SH   SOLE N/A 30,844 0 0
LAM RESEARCH CORP COM 512807108 9,744 102,880 SH   SOLE N/A 102,880 0 0
LAS VEGAS SANDS CORP COM 517834107 219 3,800 SH   SOLE N/A 3,800 0 0
LAUDER ESTEE COS INC CL A 518439104 434 4,900 SH   SOLE N/A 4,900 0 0
LEGGETT & PLATT INC COM 524660107 2,110 46,300 SH   SOLE N/A 46,300 0 0
LENNAR CORP CL A 526057104 1,629 38,471 SH   SOLE N/A 38,471 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 4,119 88,800 SH   SOLE N/A 88,800 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 342 17,100 SH   SOLE N/A 17,100 0 0
LILLY ELI & CO COM 532457108 1,596 19,881 SH   SOLE N/A 19,881 0 0
LINKEDIN CORP COM CL A 53578A108 229 1,200 SH   SOLE N/A 1,200 0 0
LOWES COS INC COM 548661107 10,398 144,000 SH   SOLE N/A 144,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,180 163,398 SH   SOLE N/A 163,398 0 0
MACYS INC COM 55616P104 15,612 421,380 SH   SOLE N/A 421,380 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 288 1,700 SH   SOLE N/A 1,700 0 0
MANPOWERGROUP INC COM 56418H100 240 3,319 SH   SOLE N/A 3,319 0 0
MARATHON OIL CORP COM 565849106 3,639 230,200 SH   SOLE N/A 230,200 0 0
MARATHON PETE CORP COM 56585A102 4,063 100,100 SH   SOLE N/A 100,100 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,338 19,900 SH   SOLE N/A 19,900 0 0
MARTIN MARIETTA MATLS INC COM 573284106 466 2,600 SH   SOLE N/A 2,600 0 0
MASCO CORP COM 574599106 7,274 211,998 SH   SOLE N/A 211,998 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,131 11,109 SH   SOLE N/A 11,109 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 9,803 245,496 SH   SOLE N/A 245,496 0 0
MCCORMICK & CO INC COM NON VTG 579780206 310 3,100 SH   SOLE N/A 3,100 0 0
MCDONALDS CORP COM 580135101 12,607 109,287 SH   SOLE N/A 109,287 0 0
MCKESSON CORP COM 58155Q103 6,897 41,359 SH   SOLE N/A 41,359 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 4,672 59,126 SH   SOLE N/A 59,126 0 0
MEDTRONIC PLC SHS G5960L103 2,678 31,000 SH   SOLE N/A 31,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 4,000 64,369 SH   SOLE N/A 64,369 0 0
MICROSOFT CORP COM 594918104 35,916 623,548 SH   SOLE N/A 623,548 0 0
MOHAWK INDS INC COM 608190104 11,511 57,457 SH   SOLE N/A 57,457 0 0
MOLSON COORS BREWING CO CL B 60871R209 341 3,104 SH   SOLE N/A 3,104 0 0
MONDELEZ INTL INC CL A 609207105 14,113 321,483 SH   SOLE N/A 321,483 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 3,422 23,310 SH   SOLE N/A 23,310 0 0
MORGAN STANLEY COM NEW 617446448 2,741 85,500 SH   SOLE N/A 85,500 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 11,823 154,998 SH   SOLE N/A 154,998 0 0
NASDAQ INC COM 631103108 885 13,100 SH   SOLE N/A 13,100 0 0
NEW GOLD INC CDA COM 644535106 1,894 437,400 SH   SOLE N/A 437,400 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 1,202 84,500 SH   SOLE N/A 84,500 0 0
NEW YORK TIMES CO CL A 650111107 215 18,000 SH   SOLE N/A 18,000 0 0
NEWMONT MINING CORP COM 651639106 13,326 339,164 SH   SOLE N/A 339,164 0 0
NIKE INC CL B 654106103 4,108 78,028 SH   SOLE N/A 78,028 0 0
NOBLE CORP PLC SHS USD G65431101 20,976 3,308,530 SH   SOLE N/A 3,308,530 0 0
NOBLE ENERGY INC COM 655044105 4,380 122,562 SH   SOLE N/A 122,562 0 0
NORTHERN TR CORP COM 665859104 2,754 40,500 SH   SOLE N/A 40,500 0 0
NRG ENERGY INC COM NEW 629377508 4,622 412,274 SH   SOLE N/A 412,274 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 183 12,648 SH   SOLE N/A 12,648 0 0
NUCOR CORP COM 670346105 4,554 92,083 SH   SOLE N/A 92,083 0 0
NVIDIA CORP COM 67066G104 8,450 123,321 SH   SOLE N/A 123,321 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 3,773 13,469 SH   SOLE N/A 13,469 0 0
OASIS PETE INC NEW COM 674215108 298 26,000 SH   SOLE N/A 26,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 16,028 219,800 SH   SOLE N/A 219,800 0 0
ORACLE CORP COM 68389X105 9,499 241,828 SH   SOLE N/A 241,828 0 0
OWENS CORNING NEW COM 690742101 246 4,600 SH   SOLE N/A 4,600 0 0
PACCAR INC COM 693718108 623 10,600 SH   SOLE N/A 10,600 0 0
PANERA BREAD CO CL A 69840W108 2,862 14,700 SH   SOLE N/A 14,700 0 0
PENNEY J C INC COM 708160106 10,455 1,134,000 SH   SOLE N/A 1,134,000 0 0
PENTAIR PLC SHS G7S00T104 296 4,600 SH   SOLE N/A 4,600 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 3,003 44,956 SH   SOLE N/A 44,956 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 15,956 1,710,200 SH   SOLE N/A 1,710,200 0 0
PFIZER INC COM 717081103 21,214 626,339 SH   SOLE N/A 626,339 0 0
PIONEER NAT RES CO COM 723787107 8,948 48,200 SH   SOLE N/A 48,200 0 0
PRICE T ROWE GROUP INC COM 74144T108 6,464 97,200 SH   SOLE N/A 97,200 0 0
PRICELINE GRP INC COM NEW 741503403 1,030 700 SH   SOLE N/A 700 0 0
PUBLIC STORAGE COM 74460D109 3,342 14,979 SH   SOLE N/A 14,979 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 2,322 55,457 SH   SOLE N/A 55,457 0 0
RANDGOLD RES LTD ADR 752344309 7,804 77,981 SH   SOLE N/A 77,981 0 0
RANGE RES CORP COM 75281A109 2,937 75,804 SH   SOLE N/A 75,804 0 0
REALOGY HLDGS CORP COM 75605Y106 292 11,300 SH   SOLE N/A 11,300 0 0
RED HAT INC COM 756577102 3,958 48,963 SH   SOLE N/A 48,963 0 0
RIO TINTO PLC SPONSORED ADR 767204100 15,949 477,500 SH   SOLE N/A 477,500 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 15,742 371,700 SH   SOLE N/A 371,700 0 0
ROSS STORES INC COM 778296103 1,193 18,561 SH   SOLE N/A 18,561 0 0
ROYAL GOLD INC COM 780287108 4,297 55,500 SH   SOLE N/A 55,500 0 0
S&P GLOBAL INC COM 78409V104 3,936 31,100 SH   SOLE N/A 31,100 0 0
SBA COMMUNICATIONS CORP COM 78388J106 2,199 19,604 SH   SOLE N/A 19,604 0 0
SCHWAB CHARLES CORP NEW COM 808513105 2,122 67,200 SH   SOLE N/A 67,200 0 0
SEALED AIR CORP NEW COM 81211K100 263 5,730 SH   SOLE N/A 5,730 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 293 7,556 SH   SOLE N/A 7,556 0 0
SHERWIN WILLIAMS CO COM 824348106 3,624 13,100 SH   SOLE N/A 13,100 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 2,781 196,826 SH   SOLE N/A 196,826 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 272 2,300 SH   SOLE N/A 2,300 0 0
SILVER WHEATON CORP COM 828336107 9,944 367,874 SH   SOLE N/A 367,874 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,287 56,310 SH   SOLE N/A 56,310 0 0
SL GREEN RLTY CORP COM 78440X101 400 3,700 SH   SOLE N/A 3,700 0 0
SMUCKER J M CO COM NEW 832696405 976 7,200 SH   SOLE N/A 7,200 0 0
SOUTHERN COPPER CORP COM 84265V105 5,904 224,497 SH   SOLE N/A 224,497 0 0
SOUTHWESTERN ENERGY CO COM 845467109 20,063 1,449,623 SH   SOLE N/A 1,449,623 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,354,923 10,887,300 SH   SOLE N/A 8,829,700 0 2,057,600
SPLUNK INC COM 848637104 622 10,600 SH   SOLE N/A 10,600 0 0
STAPLES INC COM 855030102 9,109 1,065,425 SH   SOLE N/A 1,065,425 0 0
STARBUCKS CORP COM 855244109 2,431 44,900 SH   SOLE N/A 44,900 0 0
STATE STR CORP COM 857477103 1,239 17,800 SH   SOLE N/A 17,800 0 0
STERICYCLE INC COM 858912108 393 4,900 SH   SOLE N/A 4,900 0 0
SUNCOR ENERGY INC NEW COM 867224107 27,626 996,900 SH   SOLE N/A 996,900 0 0
SYMANTEC CORP COM 871503108 1,224 48,764 SH   SOLE N/A 48,764 0 0
TAHOE RES INC COM 873868103 3,459 270,300 SH   SOLE N/A 270,300 0 0
TARGET CORP COM 87612E106 7,491 109,075 SH   SOLE N/A 109,075 0 0
TAUBMAN CTRS INC COM 876664103 275 3,700 SH   SOLE N/A 3,700 0 0
TE CONNECTIVITY LTD REG SHS H84989104 9,477 147,200 SH   SOLE N/A 147,200 0 0
TECK RESOURCES LTD CL B 878742204 3,079 171,100 SH   SOLE N/A 171,100 0 0
TELUS CORP COM 87971M103 14,009 425,300 SH   SOLE N/A 425,300 0 0
TESORO CORP COM 881609101 2,594 32,600 SH   SOLE N/A 32,600 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,136 24,700 SH   SOLE N/A 18,200 0 6,500
TEXAS INSTRS INC COM 882508104 20,477 291,781 SH   SOLE N/A 291,781 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,686 10,600 SH   SOLE N/A 10,600 0 0
TIFFANY & CO NEW COM 886547108 5,172 71,204 SH   SOLE N/A 71,204 0 0
TIME INC NEW COM 887228104 225 15,526 SH   SOLE N/A 15,526 0 0
TJX COS INC NEW COM 872540109 1,289 17,241 SH   SOLE N/A 17,241 0 0
TOLL BROTHERS INC COM 889478103 6,024 201,739 SH   SOLE N/A 201,739 0 0
TRANSCANADA CORP COM 89353D107 10,394 218,600 SH   SOLE N/A 218,600 0 0
TRI POINTE GROUP INC COM 87265H109 238 18,091 SH   SOLE N/A 18,091 0 0
TRIPADVISOR INC COM 896945201 370 5,852 SH   SOLE N/A 5,852 0 0
TURQUOISE HILL RES LTD COM 900435108 1,788 605,500 SH   SOLE N/A 605,500 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 9,114 376,300 SH   SOLE N/A 376,300 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 238 1,000 SH   SOLE N/A 1,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 12,915 118,100 SH   SOLE N/A 118,100 0 0
UNITED RENTALS INC COM 911363109 19,829 252,630 SH   SOLE N/A 252,630 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 13,438 113,805 SH   SOLE N/A 113,805 0 0
URBAN OUTFITTERS INC COM 917047102 1,526 44,210 SH   SOLE N/A 44,210 0 0
V F CORP COM 918204108 15,640 279,041 SH   SOLE N/A 279,041 0 0
VALE S A ADR 91912E105 7,784 1,415,300 SH   SOLE N/A 1,415,300 0 0
VALERO ENERGY CORP NEW COM 91913Y100 5,385 101,600 SH   SOLE N/A 101,600 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3,025,936 80,412,854 SH   SOLE N/A 80,412,854 0 0
VERISK ANALYTICS INC COM 92345Y106 252 3,100 SH   SOLE N/A 3,100 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,890 55,600 SH   SOLE N/A 55,600 0 0
WAL-MART STORES INC COM 931142103 6,498 90,100 SH   SOLE N/A 90,100 0 0
WASTE MGMT INC DEL COM 94106L109 948 14,863 SH   SOLE N/A 14,863 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,418 252,400 SH   SOLE N/A 252,400 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 269 2,300 SH   SOLE N/A 2,300 0 0
WESTERN UN CO COM 959802109 5,026 241,400 SH   SOLE N/A 241,400 0 0
WHIRLPOOL CORP COM 963320106 10,378 64,000 SH   SOLE N/A 64,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 242 1,823 SH   SOLE N/A 1,823 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 916 13,600 SH   SOLE N/A 13,600 0 0
XILINX INC COM 983919101 5,701 104,915 SH   SOLE N/A 104,915 0 0
YAMANA GOLD INC COM 98462Y100 3,416 792,668 SH   SOLE N/A 792,668 0 0