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 3,080 80,200 SH   SOLE N/A 80,200 0 0
ACTIVISION BLIZZARD INC COM 00507V109 857 23,744 SH   SOLE N/A 23,744 0 0
AETNA INC NEW COM 00817Y108 23,438 189,000 SH   SOLE N/A 189,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 3,008 20,700 SH   SOLE N/A 20,700 0 0
AFLAC INC COM 001055102 3,171 45,563 SH   SOLE N/A 45,563 0 0
AGNICO EAGLE MINES LTD COM 008474108 10,768 256,381 SH   SOLE N/A 256,381 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 12,946 56,655 SH   SOLE N/A 56,655 0 0
ALPHABET INC CAP STK CL A 02079K305 4,755 6,000 SH   SOLE N/A 6,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,376 22,485 SH   SOLE N/A 22,485 0 0
AMERIPRISE FINL INC COM 03076C106 2,108 19,000 SH   SOLE N/A 19,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 11,269 144,118 SH   SOLE N/A 144,118 0 0
ANADARKO PETE CORP COM 032511107 9,803 140,580 SH   SOLE N/A 140,580 0 0
ANALOG DEVICES INC COM 032654105 6,180 85,100 SH   SOLE N/A 85,100 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 4,843 460,778 SH   SOLE N/A 460,778 0 0
ANSYS INC COM 03662Q105 305 3,300 SH   SOLE N/A 3,300 0 0
ANTHEM INC COM 036752103 10,726 74,604 SH   SOLE N/A 74,604 0 0
AON PLC SHS CL A G0408V102 7,863 70,501 SH   SOLE N/A 70,501 0 0
APACHE CORP COM 037411105 6,163 97,100 SH   SOLE N/A 97,100 0 0
APPLE INC COM 037833100 48,239 416,500 SH   SOLE N/A 416,500 0 0
APPLIED MATLS INC COM 038222105 7,606 235,696 SH   SOLE N/A 235,696 0 0
APTARGROUP INC COM 038336103 256 3,480 SH   SOLE N/A 3,480 0 0
AUTOZONE INC COM 053332102 6,697 8,480 SH   SOLE N/A 8,480 0 0
B2GOLD CORP COM 11777Q209 2,348 990,305 SH   SOLE N/A 990,305 0 0
BANK AMER CORP COM 060505104 7,410 335,300 SH   SOLE N/A 335,300 0 0
BANK NEW YORK MELLON CORP COM 064058100 6,197 130,800 SH   SOLE N/A 130,800 0 0
BB&T CORP COM 054937107 907 19,300 SH   SOLE N/A 19,300 0 0
BECTON DICKINSON & CO COM 075887109 4,886 29,515 SH   SOLE N/A 29,515 0 0
BED BATH & BEYOND INC COM 075896100 23,772 584,950 SH   SOLE N/A 584,950 0 0
BEMIS INC COM 081437105 3,712 77,616 SH   SOLE N/A 77,616 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 15,164 423,811 SH   SOLE N/A 423,811 0 0
BLACKROCK INC COM 09247X101 17,010 44,700 SH   SOLE N/A 44,700 0 0
BORGWARNER INC COM 099724106 878 22,258 SH   SOLE N/A 22,258 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,968 91,000 SH   SOLE N/A 91,000 0 0
BP PLC SPONSORED ADR 055622104 16,638 445,100 SH   SOLE N/A 445,100 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,648 22,500 SH   SOLE N/A 22,500 0 0
CA INC COM 12673P105 2,862 90,100 SH   SOLE N/A 90,100 0 0
CABOT OIL & GAS CORP COM 127097103 2,751 117,780 SH   SOLE N/A 117,780 0 0
CAMECO CORP COM 13321L108 1,011 96,600 SH   SOLE N/A 96,600 0 0
CAMPBELL SOUP CO COM 134429109 8,659 143,192 SH   SOLE N/A 143,192 0 0
CANADIAN NAT RES LTD COM 136385101 22,123 693,337 SH   SOLE N/A 693,337 0 0
CARDINAL HEALTH INC COM 14149Y108 8,924 124,000 SH   SOLE N/A 124,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,053 97,062 SH   SOLE N/A 97,062 0 0
CBS CORP NEW CL B 124857202 4,943 77,700 SH   SOLE N/A 77,700 0 0
CENOVUS ENERGY INC COM 15135U109 7,861 519,297 SH   SOLE N/A 519,297 0 0
CENTERPOINT ENERGY INC COM 15189T107 973 39,500 SH   SOLE N/A 39,500 0 0
CENTURYLINK INC COM 156700106 25,712 1,081,241 SH   SOLE N/A 1,081,241 0 0
CERNER CORP COM 156782104 11,803 249,175 SH   SOLE N/A 249,175 0 0
CHESAPEAKE ENERGY CORP COM 165167107 5,417 771,600 SH   SOLE N/A 771,600 0 0
CHEVRON CORP NEW COM 166764100 16,466 139,900 SH   SOLE N/A 139,900 0 0
CIMAREX ENERGY CO COM 171798101 3,174 23,359 SH   SOLE N/A 23,359 0 0
CINTAS CORP COM 172908105 2,774 24,005 SH   SOLE N/A 24,005 0 0
CISCO SYS INC COM 17275R102 25,548 845,390 SH   SOLE N/A 845,390 0 0
CITIGROUP INC COM NEW 172967424 4,636 78,000 SH   SOLE N/A 78,000 0 0
CITRIX SYS INC COM 177376100 6,064 67,895 SH   SOLE N/A 67,895 0 0
CLOROX CO DEL COM 189054109 2,804 23,360 SH   SOLE N/A 23,360 0 0
CME GROUP INC COM 12572Q105 519 4,500 SH   SOLE N/A 4,500 0 0
COACH INC COM 189754104 8,429 240,695 SH   SOLE N/A 240,695 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 1,038 33,049 SH   SOLE N/A 33,049 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,576 45,970 SH   SOLE N/A 45,970 0 0
COLGATE PALMOLIVE CO COM 194162103 508 7,768 SH   SOLE N/A 7,768 0 0
COMERICA INC COM 200340107 1,001 14,700 SH   SOLE N/A 14,700 0 0
COMMVAULT SYSTEMS INC COM 204166102 221 4,300 SH   SOLE N/A 4,300 0 0
CONCHO RES INC COM 20605P101 4,885 36,838 SH   SOLE N/A 36,838 0 0
CONOCOPHILLIPS COM 20825C104 15,485 308,844 SH   SOLE N/A 308,844 0 0
CONSOLIDATED EDISON INC COM 209115104 2,586 35,100 SH   SOLE N/A 35,100 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,799 63,913 SH   SOLE N/A 63,913 0 0
CONTINENTAL RESOURCES INC COM 212015101 4,930 95,660 SH   SOLE N/A 95,660 0 0
CORNING INC COM 219350105 611 25,193 SH   SOLE N/A 25,193 0 0
CRESCENT PT ENERGY CORP COM 22576C101 1,822 133,900 SH   SOLE N/A 133,900 0 0
CROWN HOLDINGS INC COM 228368106 252 4,800 SH   SOLE N/A 4,800 0 0
CVS HEALTH CORP COM 126650100 8,602 109,013 SH   SOLE N/A 109,013 0 0
D R HORTON INC COM 23331A109 1,853 67,818 SH   SOLE N/A 67,818 0 0
DARDEN RESTAURANTS INC COM 237194105 2,991 41,133 SH   SOLE N/A 41,133 0 0
DAVITA INC COM 23918K108 5,665 88,244 SH   SOLE N/A 88,244 0 0
DDR CORP COM 23317H102 2,046 133,969 SH   SOLE N/A 133,969 0 0
DELUXE CORP COM 248019101 222 3,099 SH   SOLE N/A 3,099 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,923 129,700 SH   SOLE N/A 129,700 0 0
DICKS SPORTING GOODS INC COM 253393102 15,080 284,000 SH   SOLE N/A 284,000 0 0
EDISON INTL COM 281020107 590 8,200 SH   SOLE N/A 8,200 0 0
ELDORADO GOLD CORP NEW COM 284902103 2,656 824,500 SH   SOLE N/A 824,500 0 0
ELECTRONIC ARTS INC COM 285512109 5,293 67,200 SH   SOLE N/A 67,200 0 0
ENCANA CORP COM 292505104 4,300 365,900 SH   SOLE N/A 365,900 0 0
ENDO INTL PLC SHS G30401106 25,315 1,537,036 SH   SOLE N/A 1,537,036 0 0
EOG RES INC COM 26875P101 14,535 143,765 SH   SOLE N/A 143,765 0 0
EQT CORP COM 26884L109 2,864 43,786 SH   SOLE N/A 43,786 0 0
EXELON CORP COM 30161N101 8,117 228,700 SH   SOLE N/A 228,700 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 24,242 352,411 SH   SOLE N/A 352,411 0 0
EXXON MOBIL CORP COM 30231G102 18,882 209,200 SH   SOLE N/A 209,200 0 0
FACEBOOK INC CL A 30303M102 11,505 100,000 SH   SOLE N/A 100,000 0 0
FACTSET RESH SYS INC COM 303075105 229 1,400 SH   SOLE N/A 1,400 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 583 4,100 SH   SOLE N/A 4,100 0 0
FIFTH THIRD BANCORP COM 316773100 485 18,000 SH   SOLE N/A 18,000 0 0
FIRSTENERGY CORP COM 337932107 14,449 466,545 SH   SOLE N/A 466,545 0 0
FOOT LOCKER INC COM 344849104 8,656 122,100 SH   SOLE N/A 122,100 0 0
FORTIVE CORP COM 34959J108 1,024 19,092 SH   SOLE N/A 19,092 0 0
FRANCO NEVADA CORP COM 351858105 11,819 197,428 SH   SOLE N/A 197,428 0 0
FRANKLIN RES INC COM 354613101 2,624 66,300 SH   SOLE N/A 66,300 0 0
FREEPORT-MCMORAN INC CL B 35671D857 10,103 765,947 SH   SOLE N/A 765,947 0 0
GAMESTOP CORP NEW CL A 36467W109 22,118 875,601 SH   SOLE N/A 875,601 0 0
GAP INC DEL COM 364760108 8,729 389,000 SH   SOLE N/A 389,000 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 4,172 167,000 SH   SOLE N/A 167,000 0 0
GENERAL MLS INC COM 370334104 15,937 258,002 SH   SOLE N/A 258,002 0 0
GILEAD SCIENCES INC COM 375558103 5,748 80,272 SH   SOLE N/A 80,272 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 2,744 911,600 SH   SOLE N/A 911,600 0 0
GOLDCORP INC NEW COM 380956409 12,293 903,895 SH   SOLE N/A 903,895 0 0
GRAINGER W W INC COM 384802104 2,601 11,200 SH   SOLE N/A 11,200 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 262 5,500 SH   SOLE N/A 5,500 0 0
HCP INC COM 40414L109 574 19,300 SH   SOLE N/A 19,300 0 0
HENRY JACK & ASSOC INC COM 426281101 218 2,454 SH   SOLE N/A 2,454 0 0
HESS CORP COM 42809H107 4,765 76,501 SH   SOLE N/A 76,501 0 0
HUNTINGTON BANCSHARES INC COM 446150104 393 29,700 SH   SOLE N/A 29,700 0 0
ILLINOIS TOOL WKS INC COM 452308109 8,781 71,706 SH   SOLE N/A 71,706 0 0
IMPERIAL OIL LTD COM NEW 453038408 17,978 516,150 SH   SOLE N/A 516,150 0 0
INTEL CORP COM 458140100 34,541 952,343 SH   SOLE N/A 952,343 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,918 34,000 SH   SOLE N/A 34,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 17,628 106,200 SH   SOLE N/A 106,200 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,484 21,080 SH   SOLE N/A 21,080 0 0
INTERPUBLIC GROUP COS INC COM 460690100 7,624 325,673 SH   SOLE N/A 325,673 0 0
INTL PAPER CO COM 460146103 3,333 62,819 SH   SOLE N/A 62,819 0 0
INTUIT COM 461202103 3,702 32,300 SH   SOLE N/A 32,300 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,078 1,700 SH   SOLE N/A 1,700 0 0
INVESCO LTD SHS G491BT108 7,360 242,600 SH   SOLE N/A 242,600 0 0
ISHARES MSCI BRZ CAP ETF 464286400 176,576 5,296,211 SH   SOLE N/A 5,296,211 0 0
ISHARES MSCI STH KOR ETF 464286772 99,171 1,863,409 SH   SOLE N/A 1,863,409 0 0
ISHARES INC CORE MSCI EMKT 46434G103 242,519 5,713,056 SH   SOLE N/A 5,713,056 0 0
ISHARES TR CORE S&P500 ETF 464287200 39,373 175,000 SH   SOLE N/A 0 0 175,000
ISHARES TR MSCI EMG MKT ETF 464287234 2,439,079 69,668,055 SH   SOLE N/A 69,668,055 0 0
ISHARES TR IBOXX INV CP ETF 464287242 114,737 979,155 SH   SOLE N/A 979,155 0 0
ISHARES TR IBOXX HI YD ETF 464288513 8,040 92,900 SH   SOLE N/A 92,900 0 0
JPMORGAN CHASE & CO COM 46625H100 10,476 121,400 SH   SOLE N/A 121,400 0 0
JUNIPER NETWORKS INC COM 48203R104 10,352 366,298 SH   SOLE N/A 366,298 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,911 81,445 SH   SOLE N/A 81,445 0 0
KELLOGG CO COM 487836108 18,983 257,542 SH   SOLE N/A 257,542 0 0
KEYCORP NEW COM 493267108 422 23,100 SH   SOLE N/A 23,100 0 0
KILROY RLTY CORP COM 49427F108 2,189 29,900 SH   SOLE N/A 29,900 0 0
KIMBERLY CLARK CORP COM 494368103 5,272 46,200 SH   SOLE N/A 46,200 0 0
KIMCO RLTY CORP COM 49446R109 2,043 81,200 SH   SOLE N/A 81,200 0 0
KINROSS GOLD CORP COM NO PAR 496902404 4,433 1,418,950 SH   SOLE N/A 1,418,950 0 0
KOHLS CORP COM 500255104 3,190 64,610 SH   SOLE N/A 64,610 0 0
L BRANDS INC COM 501797104 4,925 74,800 SH   SOLE N/A 74,800 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,335 10,400 SH   SOLE N/A 10,400 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 296 4,400 SH   SOLE N/A 4,400 0 0
LAMB WESTON HLDGS INC COM 513272104 1,151 30,417 SH   SOLE N/A 30,417 0 0
LAS VEGAS SANDS CORP COM 517834107 7,616 142,600 SH   SOLE N/A 142,600 0 0
LAUDER ESTEE COS INC CL A 518439104 6,762 88,400 SH   SOLE N/A 88,400 0 0
LENNAR CORP CL A 526057104 12,663 294,971 SH   SOLE N/A 294,971 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 3,720 186,200 SH   SOLE N/A 186,200 0 0
LILLY ELI & CO COM 532457108 8,782 119,400 SH   SOLE N/A 119,400 0 0
LKQ CORP COM 501889208 1,507 49,157 SH   SOLE N/A 49,157 0 0
LOCKHEED MARTIN CORP COM 539830109 3,274 13,100 SH   SOLE N/A 13,100 0 0
LOWES COS INC COM 548661107 1,366 19,200 SH   SOLE N/A 19,200 0 0
LULULEMON ATHLETICA INC COM 550021109 7,352 113,132 SH   SOLE N/A 113,132 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,900 92,098 SH   SOLE N/A 92,098 0 0
M & T BK CORP COM 55261F104 563 3,600 SH   SOLE N/A 3,600 0 0
MACYS INC COM 55616P104 16,946 473,229 SH   SOLE N/A 473,229 0 0
MANULIFE FINL CORP COM 56501R106 14,918 836,700 SH   SOLE N/A 836,700 0 0
MARATHON OIL CORP COM 565849106 3,557 205,500 SH   SOLE N/A 205,500 0 0
MARSH & MCLENNAN COS INC COM 571748102 250 3,700 SH   SOLE N/A 3,700 0 0
MASCO CORP COM 574599106 6,098 192,841 SH   SOLE N/A 192,841 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 12,824 332,493 SH   SOLE N/A 332,493 0 0
MCDONALDS CORP COM 580135101 2,803 23,030 SH   SOLE N/A 23,030 0 0
MCKESSON CORP COM 58155Q103 9,517 67,759 SH   SOLE N/A 67,759 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 10,906 154,120 SH   SOLE N/A 154,120 0 0
MEDTRONIC PLC SHS G5960L103 4,438 62,300 SH   SOLE N/A 62,300 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,994 207,900 SH   SOLE N/A 207,900 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 17,030 396,230 SH   SOLE N/A 396,230 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 7,488 116,721 SH   SOLE N/A 116,721 0 0
MICROSOFT CORP COM 594918104 40,549 652,548 SH   SOLE N/A 652,548 0 0
MOLSON COORS BREWING CO CL B 60871R209 27,704 284,700 SH   SOLE N/A 284,700 0 0
MONDELEZ INTL INC CL A 609207105 11,052 249,307 SH   SOLE N/A 249,307 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,565 35,300 SH   SOLE N/A 35,300 0 0
MOODYS CORP COM 615369105 16,582 175,900 SH   SOLE N/A 175,900 0 0
MORGAN STANLEY COM NEW 617446448 6,397 151,400 SH   SOLE N/A 151,400 0 0
NETAPP INC COM 64110D104 7,086 200,920 SH   SOLE N/A 200,920 0 0
NEW GOLD INC CDA COM 644535106 1,986 565,600 SH   SOLE N/A 565,600 0 0
NEWMONT MINING CORP COM 651639106 11,995 352,079 SH   SOLE N/A 352,079 0 0
NEWS CORP NEW CL A 65249B109 159 13,900 SH   SOLE N/A 13,900 0 0
NEXTERA ENERGY INC COM 65339F101 5,926 49,604 SH   SOLE N/A 49,604 0 0
NOBLE CORP PLC SHS USD G65431101 22,266 3,761,230 SH   SOLE N/A 3,761,230 0 0
NOBLE ENERGY INC COM 655044105 4,025 105,762 SH   SOLE N/A 105,762 0 0
NORTHERN TR CORP COM 665859104 2,244 25,200 SH   SOLE N/A 25,200 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,140 4,900 SH   SOLE N/A 4,900 0 0
NRG ENERGY INC COM NEW 629377508 1,171 95,524 SH   SOLE N/A 95,524 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,002 3,600 SH   SOLE N/A 3,600 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 13,719 192,600 SH   SOLE N/A 192,600 0 0
OCEANEERING INTL INC COM 675232102 397 14,063 SH   SOLE N/A 14,063 0 0
ORACLE CORP COM 68389X105 10,594 275,528 SH   SOLE N/A 275,528 0 0
OWENS ILL INC COM NEW 690768403 192 11,000 SH   SOLE N/A 11,000 0 0
PENNEY J C INC COM 708160106 13,264 1,596,198 SH   SOLE N/A 1,596,198 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 3,204 43,470 SH   SOLE N/A 43,470 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 15,209 1,504,400 SH   SOLE N/A 1,504,400 0 0
PFIZER INC COM 717081103 9,166 282,200 SH   SOLE N/A 282,200 0 0
PIONEER NAT RES CO COM 723787107 7,707 42,800 SH   SOLE N/A 42,800 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,567 13,400 SH   SOLE N/A 13,400 0 0
PPG INDS INC COM 693506107 15,181 160,207 SH   SOLE N/A 160,207 0 0
PPL CORP COM 69351T106 1,308 38,400 SH   SOLE N/A 38,400 0 0
PRICE T ROWE GROUP INC COM 74144T108 8,635 114,738 SH   SOLE N/A 114,738 0 0
PROGRESSIVE CORP OHIO COM 743315103 224 6,300 SH   SOLE N/A 6,300 0 0
PUBLIC STORAGE COM 74460D109 1,314 5,879 SH   SOLE N/A 5,879 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 2,890 65,854 SH   SOLE N/A 65,854 0 0
PVH CORP COM 693656100 6,335 70,200 SH   SOLE N/A 70,200 0 0
RALPH LAUREN CORP CL A 751212101 1,933 21,400 SH   SOLE N/A 21,400 0 0
RANDGOLD RES LTD ADR 752344309 8,014 104,981 SH   SOLE N/A 104,981 0 0
RANGE RES CORP COM 75281A109 2,144 62,404 SH   SOLE N/A 62,404 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 3,145 45,400 SH   SOLE N/A 45,400 0 0
RED HAT INC COM 756577102 19,084 273,800 SH   SOLE N/A 273,800 0 0
REGIONS FINL CORP NEW COM 7591EP100 342 23,800 SH   SOLE N/A 23,800 0 0
RIO TINTO PLC SPONSORED ADR 767204100 15,430 401,200 SH   SOLE N/A 401,200 0 0
ROSS STORES INC COM 778296103 13,487 205,600 SH   SOLE N/A 205,600 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,477 18,000 SH   SOLE N/A 18,000 0 0
ROYAL GOLD INC COM 780287108 4,935 77,900 SH   SOLE N/A 77,900 0 0
SALESFORCE COM INC COM 79466L302 8,940 130,584 SH   SOLE N/A 130,584 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 907 34,319 SH   SOLE N/A 34,319 0 0
SCHWAB CHARLES CORP NEW COM 808513105 5,759 145,900 SH   SOLE N/A 145,900 0 0
SEATTLE GENETICS INC COM 812578102 8,607 163,107 SH   SOLE N/A 163,107 0 0
SHERWIN WILLIAMS CO COM 824348106 4,273 15,900 SH   SOLE N/A 15,900 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 1,654 234,226 SH   SOLE N/A 234,226 0 0
SILVER WHEATON CORP COM 828336107 9,387 485,894 SH   SOLE N/A 485,894 0 0
SIMON PPTY GROUP INC NEW COM 828806109 17,234 97,000 SH   SOLE N/A 97,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 6,048 81,010 SH   SOLE N/A 81,010 0 0
SOUTHERN COPPER CORP COM 84265V105 6,225 194,897 SH   SOLE N/A 194,897 0 0
SOUTHWESTERN ENERGY CO COM 845467109 25,182 2,327,323 SH   SOLE N/A 2,327,323 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,257,273 10,098,300 SH   SOLE N/A 8,083,100 0 2,015,200
SPLUNK INC COM 848637104 670 13,100 SH   SOLE N/A 13,100 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,053 17,900 SH   SOLE N/A 17,900 0 0
STAPLES INC COM 855030102 9,252 1,022,302 SH   SOLE N/A 1,022,302 0 0
STATE STR CORP COM 857477103 3,528 45,400 SH   SOLE N/A 45,400 0 0
SUN LIFE FINL INC COM 866796105 10,809 281,200 SH   SOLE N/A 281,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 33,669 1,022,700 SH   SOLE N/A 1,022,700 0 0
SUNTRUST BKS INC COM 867914103 603 11,000 SH   SOLE N/A 11,000 0 0
SYMANTEC CORP COM 871503108 1,375 57,564 SH   SOLE N/A 57,564 0 0
SYNOPSYS INC COM 871607107 301 5,106 SH   SOLE N/A 5,106 0 0
TAHOE RES INC COM 873868103 3,048 323,100 SH   SOLE N/A 323,100 0 0
TARGET CORP COM 87612E106 1,667 23,075 SH   SOLE N/A 23,075 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 1,461 33,500 SH   SOLE N/A 33,500 0 0
TE CONNECTIVITY LTD REG SHS H84989104 3,397 49,038 SH   SOLE N/A 49,038 0 0
TECK RESOURCES LTD CL B 878742204 2,951 147,300 SH   SOLE N/A 147,300 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 895 24,700 SH   SOLE N/A 18,200 0 6,500
TEXAS INSTRS INC COM 882508104 14,049 192,534 SH   SOLE N/A 192,534 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,050 28,700 SH   SOLE N/A 28,700 0 0
TIFFANY & CO NEW COM 886547108 9,610 124,113 SH   SOLE N/A 124,113 0 0
TJX COS INC NEW COM 872540109 6,750 89,841 SH   SOLE N/A 89,841 0 0
TRANSCANADA CORP COM 89353D107 12,861 284,900 SH   SOLE N/A 284,900 0 0
TURQUOISE HILL RES LTD COM 900435108 1,630 507,100 SH   SOLE N/A 507,100 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 9,046 322,600 SH   SOLE N/A 322,600 0 0
TYSON FOODS INC CL A 902494103 14,556 236,000 SH   SOLE N/A 236,000 0 0
UNITED RENTALS INC COM 911363109 11,349 107,489 SH   SOLE N/A 107,489 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 6,297 43,905 SH   SOLE N/A 43,905 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,231 163,900 SH   SOLE N/A 163,900 0 0
US BANCORP DEL COM NEW 902973304 3,128 60,900 SH   SOLE N/A 60,900 0 0
V F CORP COM 918204108 2,155 40,400 SH   SOLE N/A 40,400 0 0
VALE S A ADR 91912E105 9,904 1,299,800 SH   SOLE N/A 1,299,800 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3,298,995 92,202,194 SH   SOLE N/A 92,202,194 0 0
VERISIGN INC COM 92343E102 7,211 94,796 SH   SOLE N/A 94,796 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 331 6,200 SH   SOLE N/A 6,200 0 0
VISA INC COM CL A 92826C839 1,186 15,200 SH   SOLE N/A 15,200 0 0
WAL-MART STORES INC COM 931142103 14,266 206,400 SH   SOLE N/A 206,400 0 0
WASTE MGMT INC DEL COM 94106L109 669 9,437 SH   SOLE N/A 9,437 0 0
WELLS FARGO & CO NEW COM 949746101 10,355 187,900 SH   SOLE N/A 187,900 0 0
WESTERN UN CO COM 959802109 2,388 109,947 SH   SOLE N/A 109,947 0 0
WHIRLPOOL CORP COM 963320106 454 2,500 SH   SOLE N/A 2,500 0 0
WILLIAMS SONOMA INC COM 969904101 2,047 42,300 SH   SOLE N/A 42,300 0 0
WYNN RESORTS LTD COM 983134107 1,232 14,246 SH   SOLE N/A 14,246 0 0
XILINX INC COM 983919101 4,100 67,918 SH   SOLE N/A 67,918 0 0
XL GROUP LTD COM G98294104 469 12,600 SH   SOLE N/A 12,600 0 0
YAMANA GOLD INC COM 98462Y100 2,939 1,046,068 SH   SOLE N/A 1,046,068 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 2,250 21,800 SH   SOLE N/A 21,800 0 0