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 982 5,500 SH   SOLE   0 0 5,500
Abbott Laboratories COM 002824100 338 8,800 SH   SOLE   0 0 8,800
AbbVie Inc COM 00287Y109 2,167 34,600 SH   SOLE   34,600 0 0
Accenture PLC COM G1151C101 597 5,100 SH   SOLE   0 0 5,100
Adobe Systems Inc COM 00724F101 309 3,000 SH   SOLE   0 0 3,000
Advance Auto Parts Inc COM 00751Y106 1,353 8,000 SH   SOLE   0 0 8,000
AerCap Holdings NV COM N00985106 108 2,600 SH   SOLE   0 0 2,600
Aetna Inc COM 00817Y108 211 1,700 SH   SOLE   0 0 1,700
Aflac Inc COM 001055102 223 3,200 SH   SOLE   0 0 3,200
Agrium Inc COM 008916108 19,078 189,738 SH   SOLE   189,738 0 0
Allergan PLC COM G0177J108 420 2,000 SH   SOLE   0 0 2,000
Allstate Corp/The COM 020002101 771 10,400 SH   SOLE   0 0 10,400
Alphabet Inc COM 02079K305 1,268 1,600 SH   SOLE   0 0 1,600
Alphabet Inc COM 02079K107 1,856 2,404 SH   SOLE   0 0 2,404
Altria Group Inc COM 02209S103 3,733 55,200 SH   SOLE   55,200 0 0
Amazon.com Inc COM 023135106 1,950 2,600 SH   SOLE   0 0 2,600
Ambarella Inc COM G037AX101 195 3,600 SH   SOLE   0 0 3,600
American International Group COM 026874784 536 8,200 SH   SOLE   0 0 8,200
Ameriprise Financial Inc COM 03076C106 399 3,600 SH   SOLE   0 0 3,600
Amgen Inc COM 031162100 468 3,200 SH   SOLE   0 0 3,200
AMT US COM 03027X100 1,733 16,400 SH   SOLE   0 0 16,400
Anadarko Petroleum Corp COM 032511107 27,114 388,836 SH   SOLE   372,136 0 16,700
Analog Devices Inc COM 032654105 479 6,600 SH   SOLE   0 0 6,600
Apple Inc COM 037833100 4,193 36,200 SH   SOLE   0 0 36,200
Applied Materials Inc COM 038222105 210 6,500 SH   SOLE   6,500 0 0
Archer-Daniels-Midland Co COM 039483102 17,698 387,699 SH   SOLE   387,699 0 0
Arrow Electronics Inc COM 042735100 235 3,300 SH   SOLE   0 0 3,300
Assurant Inc COM 04621X108 37 400 SH   SOLE   0 0 400
AT&T Inc COM 00206R102 2,633 61,900 SH   SOLE   5,200 0 56,700
athenahealth Inc COM 04685W103 389 3,700 SH   SOLE   0 0 3,700
AU US COM 035128206 11,051 1,051,500 SH   SOLE   1,051,500 0 0
Automatic Data Processing Inc COM 053015103 236 2,300 SH   SOLE   0 0 2,300
B2Gold Corp COM 11777Q209 5,507 2,323,707 SH   SOLE   2,323,707 0 0
BABA US COM 01609W102 632 7,200 SH   SOLE   0 0 7,200
Baker Hughes Inc COM 057224107 13,341 205,345 SH   SOLE   201,145 0 4,200
Bank of America Corp COM 060505104 1,218 55,100 SH   SOLE   0 0 55,100
Bank of Montreal COM 063671101 230 3,200 SH   SOLE   0 0 3,200
Bank of New York Mellon Corp/ COM 064058100 360 7,600 SH   SOLE   0 0 7,600
Bank of Nova Scotia/The COM 064149107 779 14,000 SH   SOLE   8,100 0 5,900
Barrick Gold Corp COM 067901108 23,249 1,454,900 SH   SOLE   1,454,900 0 0
BBD US COM 059460303 440 50,542 SH   SOLE   0 0 50,542
BBL US COM 05545E209 60,174 1,913,312 SH   SOLE   1,913,312 0 0
BCE Inc COM 05534B760 1,074 24,900 SH   SOLE   24,900 0 0
BIDU US COM 056752108 181 1,100 SH   SOLE   0 0 1,100
Biogen Inc COM 09062X103 199 700 SH   SOLE   0 0 700
BlackRock Inc COM 09247X101 342 900 SH   SOLE   0 0 900
BP US COM 055622104 28,791 770,238 SH   SOLE   770,238 0 0
Bristol-Myers Squibb Co COM 110122108 561 9,600 SH   SOLE   0 0 9,600
Cabot Oil & Gas Corp COM 127097103 16,255 695,857 SH   SOLE   662,257 0 33,600
Campbell Soup Co COM 134429109 351 5,800 SH   SOLE   0 0 5,800
Canadian Imperial Bank of Com COM 136069101 1,589 19,500 SH   SOLE   19,500 0 0
Canadian Natural Resources Lt COM 136385101 617 19,400 SH   SOLE   0 0 19,400
Canadian Natural Resources Lt COM 136385101 8,924 279,930 SH   SOLE   279,930 0 0
Capital One Financial Corp COM 14040H105 497 5,700 SH   SOLE   0 0 5,700
Caterpillar Inc COM 149123101 649 7,000 SH   SOLE   0 0 7,000
CBOE Holdings Inc COM 12503M108 236 3,200 SH   SOLE   0 0 3,200
Celanese Corp COM 150870103 472 6,000 SH   SOLE   0 0 6,000
Celgene Corp COM 151020104 2,073 17,900 SH   SOLE   0 0 17,900
CEO US COM 126132109 6,039 48,752 SH   SOLE   48,752 0 0
CF Industries Holdings Inc COM 125269100 14,466 459,530 SH   SOLE   459,530 0 0
CGI Group Inc COM 39945C109 254 5,300 SH   SOLE   0 0 5,300
CH Robinson Worldwide Inc COM 12541W209 1,128 15,400 SH   SOLE   0 0 15,400
Charles Schwab Corp/The COM 808513105 616 15,600 SH   SOLE   0 0 15,600
Chevron Corp COM 166764100 26,145 222,130 SH   SOLE   205,230 0 16,900
Cigna Corp COM 125509109 240 1,800 SH   SOLE   0 0 1,800
Cisco Systems Inc COM 17275R102 4,696 155,300 SH   SOLE   119,600 0 35,700
Citrix Systems Inc COM 177376100 143 1,600 SH   SOLE   0 0 1,600
CME Group Inc COM 12572Q105 265 2,300 SH   SOLE   0 0 2,300
Coach Inc COM 189754104 1,180 33,700 SH   SOLE   33,700 0 0
Coca-Cola Co/The COM 191216100 3,172 76,500 SH   SOLE   46,800 0 29,700
Cognizant Technology Solution COM 192446102 325 5,800 SH   SOLE   0 0 5,800
Colgate-Palmolive Co COM 194162103 537 8,200 SH   SOLE   0 0 8,200
Comcast Corp COM 20030N101 906 13,100 SH   SOLE   0 0 13,100
Concho Resources Inc COM 20605P101 10,807 81,500 SH   SOLE   77,200 0 4,300
ConocoPhillips COM 20825C104 7,780 155,168 SH   SOLE   145,000 0 10,168
Continental Resources Inc/OK COM 212015101 26 500 SH   SOLE   0 0 500
Cooper Cos Inc/The COM 216648402 1,294 7,400 SH   SOLE   0 0 7,400
CVS Health Corp COM 126650100 702 8,900 SH   SOLE   0 0 8,900
Devon Energy Corp COM 25179M103 192 4,200 SH   SOLE   0 0 4,200
Discover Financial Services COM 254709108 94 1,300 SH   SOLE   0 0 1,300
Dollar Tree Inc COM 256746108 93 1,200 SH   SOLE   0 0 1,200
Domino's Pizza Inc COM 25754A201 96 600 SH   SOLE   0 0 600
Dow Chemical Co/The COM 260543103 21,421 374,368 SH   SOLE   367,168 0 7,200
Dr Pepper Snapple Group Inc COM 26138E109 308 3,400 SH   SOLE   0 0 3,400
Dril-Quip Inc COM 262037104 6,188 103,049 SH   SOLE   103,049 0 0
Duke Energy Corp COM 26441C204 310 4,000 SH   SOLE   0 0 4,000
Dun & Bradstreet Corp/The COM 26483E100 194 1,600 SH   SOLE   0 0 1,600
Eaton Corp PLC COM G29183103 2,348 35,000 SH   SOLE   23,200 0 11,800
eBay Inc COM 278642103 238 8,000 SH   SOLE   0 0 8,000
Ebix Inc COM 278715206 297 5,200 SH   SOLE   0 0 5,200
Edison International COM 281020107 461 6,400 SH   SOLE   0 0 6,400
Eldorado Gold Corp COM 284902103 7,327 2,275,483 SH   SOLE   2,275,483 0 0
Eldorado Gold Corp COM 284902103 142 44,300 SH   SOLE   0 0 44,300
Eli Lilly & Co COM 532457108 368 5,000 SH   SOLE   0 0 5,000
Enbridge Inc COM 29250N105 357 8,500 SH   SOLE   0 0 8,500
Encana Corp COM 292505104 84 7,200 SH   SOLE   0 0 7,200
Entergy Corp COM 29364G103 1,873 25,500 SH   SOLE   15,400 0 10,100
EOG Resources Inc COM 26875P101 10,777 106,600 SH   SOLE   98,400 0 8,200
EQT Corp COM 26884L109 14,183 216,864 SH   SOLE   207,464 0 9,400
Equifax Inc COM 294429105 225 1,900 SH   SOLE   0 0 1,900
Exxon Mobil Corp COM 30231G102 41,203 456,493 SH   SOLE   422,321 0 34,172
Facebook Inc COM 30303M102 3,017 26,200 SH   SOLE   0 0 26,200
FactSet Research Systems Inc COM 303075105 212 1,300 SH   SOLE   0 0 1,300
FedEx Corp COM 31428X106 484 2,600 SH   SOLE   0 0 2,600
Ferrari NV COM N3167Y103 180 3,100 SH   SOLE   0 0 3,100
FirstEnergy Corp COM 337932107 362 11,700 SH   SOLE   0 0 11,700
Fiserv Inc COM 337738108 978 9,200 SH   SOLE   0 0 9,200
FNF US COM 31620R303 177 5,200 SH   SOLE   0 0 5,200
Ford Motor Co COM 345370860 232 19,100 SH   SOLE   0 0 19,100
Fortis Inc/Canada COM 349553107 71 2,300 SH   SOLE   0 0 2,300
Freeport-McMoRan Inc COM 35671D857 23,248 1,762,547 SH   SOLE   1,754,447 0 8,100
Frontier Communications Corp COM 35906A108 0 1 SH   SOLE   0 0 1
Garmin Ltd COM H2906T109 1,009 20,800 SH   SOLE   20,800 0 0
General Electric Co COM 369604103 837 26,500 SH   SOLE   0 0 26,500
General Mills Inc COM 370334104 191 3,100 SH   SOLE   0 0 3,100
General Motors Co COM 37045V100 2,160 62,000 SH   SOLE   51,600 0 10,400
GGB US COM 373737105 0 0 SH   SOLE   0 0 0
GGP US COM 36174X101 125 5,000 SH   SOLE   0 0 5,000
Gilead Sciences Inc COM 375558103 415 5,800 SH   SOLE   0 0 5,800
GOLD US COM 752344309 3,492 45,743 SH   SOLE   45,743 0 0
Goldcorp Inc COM 380956409 12,839 944,063 SH   SOLE   944,063 0 0
Grupo Mexico SAB de CV COM 84265V105 7,569 236,970 SH   SOLE   236,970 0 0
Guidewire Software Inc COM 40171V100 424 8,600 SH   SOLE   0 0 8,600
Gulfport Energy Corp COM 402635304 10,829 500,400 SH   SOLE   486,400 0 14,000
Halliburton Co COM 406216101 28,803 532,500 SH   SOLE   523,100 0 9,400
Harman International Industri COM 413086109 122 1,100 SH   SOLE   0 0 1,100
Harris Corp COM 413875105 502 4,900 SH   SOLE   0 0 4,900
HCP US COM 40414L109 265 8,900 SH   SOLE   0 0 8,900
HD Supply Holdings Inc COM 40416M105 1,008 23,700 SH   SOLE   0 0 23,700
HDB US COM 40415F101 413 6,800 SH   SOLE   0 0 6,800
Hess Corp COM 42809H107 10,506 168,670 SH   SOLE   168,670 0 0
Hewlett Packard Enterprise Co COM 42824C109 208 9,000 SH   SOLE   0 0 9,000
HollyFrontier Corp COM 436106108 7,135 217,800 SH   SOLE   217,800 0 0
Home Depot Inc/The COM 437076102 751 5,600 SH   SOLE   0 0 5,600
Honeywell International Inc COM 438516106 452 3,900 SH   SOLE   0 0 3,900
Hormel Foods Corp COM 440452100 139 4,000 SH   SOLE   0 0 4,000
Hortonworks Inc COM 440894103 382 46,000 SH   SOLE   0 0 46,000
HP Inc COM 40434L105 187 12,600 SH   SOLE   0 0 12,600
Huntington Bancshares Inc/OH COM 446150104 2,106 159,400 SH   SOLE   0 0 159,400
ICON PLC COM G4705A100 1,263 16,800 SH   SOLE   0 0 16,800
Illinois Tool Works Inc COM 452308109 698 5,700 SH   SOLE   0 0 5,700
Ingersoll-Rand PLC COM G47791101 608 8,100 SH   SOLE   0 0 8,100
Intel Corp COM 458140100 5,505 151,700 SH   SOLE   117,700 0 34,000
International Business Machin COM 459200101 1,162 7,000 SH   SOLE   1,400 0 5,600
International Paper Co COM 460146103 34,983 659,319 SH   SOLE   651,119 0 8,200
Intuit Inc COM 461202103 814 7,100 SH   SOLE   0 0 7,100
Invesco Ltd COM G491BT108 352 11,600 SH   SOLE   6,400 0 5,200
Israel Corp Ltd/The COM M5920A109 3,746 911,526 SH   SOLE   911,526 0 0
JD US COM 47215P106 226 8,900 SH   SOLE   0 0 8,900
JM Smucker Co/The COM 832696405 166 1,300 SH   SOLE   0 0 1,300
Johnson & Johnson COM 478160104 1,659 14,400 SH   SOLE   0 0 14,400
Johnson Controls Internationa COM G51502105 346 8,400 SH   SOLE   0 0 8,400
JPMorgan Chase & Co COM 46625H100 1,704 19,749 SH   SOLE   0 0 19,749
Kellogg Co COM 487836108 295 4,000 SH   SOLE   0 0 4,000
KeyCorp COM 493267108 1,748 95,700 SH   SOLE   0 0 95,700
Kimberly-Clark Corp COM 494368103 1,198 10,500 SH   SOLE   7,900 0 2,600
Kinder Morgan Inc/DE COM 49456B101 5,082 245,400 SH   SOLE   235,600 0 9,800
KKR & Co LP COM 32008D106 61 4,300 SH   SOLE   0 0 4,300
KLA-Tencor Corp COM 482480100 1,251 15,900 SH   SOLE   15,900 0 0
Kroger Co/The COM 501044101 190 5,500 SH   SOLE   0 0 5,500
Laboratory Corp of America Ho COM 50540R409 1,553 12,100 SH   SOLE   0 0 12,100
Lam Research Corp COM 512807108 307 2,900 SH   SOLE   0 0 2,900
Lear Corp COM 521865204 278 2,100 SH   SOLE   0 0 2,100
LendingClub Corp COM 52603A109 572 109,000 SH   SOLE   0 0 109,000
LendingTree Inc COM 52603B107 577 5,700 SH   SOLE   0 0 5,700
Liberty Media Corp COM 82968B103 304 68,500 SH   SOLE   0 0 68,500
LivaNova PLC COM G5509L101 81 1,800 SH   SOLE   0 0 1,800
LKQ Corp COM 501889208 1,459 47,600 SH   SOLE   0 0 47,600
Lowe's Cos Inc COM 548661107 135 1,900 SH   SOLE   0 0 1,900
LyondellBasell Industries NV COM N53745100 292 3,400 SH   SOLE   0 0 3,400
Manulife Financial Corp COM 56501R106 344 19,370 SH   SOLE   0 0 19,370
Marathon Petroleum Corp COM 56585A102 1,536 30,500 SH   SOLE   22,100 0 8,400
Martin Marietta Materials Inc COM 573284106 5,341 24,111 SH   SOLE   24,111 0 0
Mastercard Inc COM 57636Q104 733 7,100 SH   SOLE   0 0 7,100
Matador Resources Co COM 576485205 8,339 323,700 SH   SOLE   323,700 0 0
Maxim Integrated Products Inc COM 57772K101 1,304 33,800 SH   SOLE   31,300 0 2,500
McDonald's Corp COM 580135101 2,982 24,500 SH   SOLE   19,400 0 5,100
Medtronic PLC COM G5960L103 435 6,100 SH   SOLE   0 0 6,100
MercadoLibre Inc COM 58733R102 390 2,500 SH   SOLE   0 0 2,500
Merck & Co Inc COM 58933Y105 3,426 58,200 SH   SOLE   43,900 0 14,300
MetLife Inc COM 59156R108 370 6,860 SH   SOLE   0 0 6,860
Microsoft Corp COM 594918104 4,960 79,800 SH   SOLE   8,800 0 71,000
Monsanto Co COM 61166W101 40,380 383,800 SH   SOLE   383,800 0 0
Morgan Stanley COM 617446448 317 7,500 SH   SOLE   0 0 7,500
Mosaic Co/The COM 61945C103 25,770 878,629 SH   SOLE   878,629 0 0
MSCI Inc COM 55354G100 173 2,200 SH   SOLE   0 0 2,200
Murphy Oil Corp COM 626717102 44 1,400 SH   SOLE   0 0 1,400
Nasdaq Inc COM 631103108 362 5,400 SH   SOLE   0 0 5,400
NetApp Inc COM 64110D104 28 800 SH   SOLE   0 0 800
Newmont Mining Corp COM 651639106 6,371 187,000 SH   SOLE   184,100 0 2,900
Noble Energy Inc COM 655044105 20,632 542,100 SH   SOLE   521,600 0 20,500
Nucor Corp COM 670346105 20,455 343,662 SH   SOLE   337,862 0 5,800
NVIDIA Corp COM 67066G104 470 4,400 SH   SOLE   0 0 4,400
Occidental Petroleum Corp COM 674599105 17,658 247,900 SH   SOLE   215,300 0 32,600
Oceaneering International Inc COM 675232102 8,205 290,857 SH   SOLE   287,657 0 3,200
OGE Energy Corp COM 670837103 592 17,700 SH   SOLE   0 0 17,700
Oil States International Inc COM 678026105 9,855 252,700 SH   SOLE   245,100 0 7,600
ONEOK Inc COM 682680103 126 2,200 SH   SOLE   0 0 2,200
Oracle Corp COM 68389X105 781 20,300 SH   SOLE   0 0 20,300
Packaging Corp of America COM 695156109 1,400 16,500 SH   SOLE   15,600 0 900
Parker-Hannifin Corp COM 701094104 462 3,300 SH   SOLE   0 0 3,300
Patterson-UTI Energy Inc COM 703481101 361 13,400 SH   SOLE   0 0 13,400
Paychex Inc COM 704326107 438 7,200 SH   SOLE   7,200 0 0
PayPal Holdings Inc COM 70450Y103 951 24,100 SH   SOLE   0 0 24,100
PBR US COM 71654V408 6,963 688,700 SH   SOLE   688,700 0 0
PepsiCo Inc COM 713448108 1,904 18,200 SH   SOLE   0 0 18,200
Pfizer Inc COM 717081103 2,259 69,541 SH   SOLE   35,800 0 33,741
Philip Morris International I COM 718172109 4,108 44,900 SH   SOLE   44,900 0 0
Phillips 66 COM 718546104 4,632 53,600 SH   SOLE   53,600 0 0
Pioneer Natural Resources Co COM 723787107 14,532 80,700 SH   SOLE   77,500 0 3,200
Plains GP Holdings LP COM 72651A207 31 900 SH   SOLE   0 0 900
Potash Corp of Saskatchewan I COM 73755L107 18,056 998,096 SH   SOLE   998,096 0 0
PPL Corp COM 69351T106 123 3,600 SH   SOLE   0 0 3,600
Priceline Group Inc/The COM 741503403 440 300 SH   SOLE   0 0 300
Procter & Gamble Co/The COM 742718109 6,128 72,888 SH   SOLE   58,100 0 14,788
Prudential Financial Inc COM 744320102 437 4,200 SH   SOLE   0 0 4,200
PSA US COM 74460D109 313 1,400 SH   SOLE   0 0 1,400
PTR US COM 71646E100 6,290 85,333 SH   SOLE   85,333 0 0
Public Service Enterprise Gro COM 744573106 0 0 SH   SOLE   0 0 0
QUALCOMM Inc COM 747525103 3,684 56,500 SH   SOLE   44,100 0 12,400
RDS/A US COM 780259206 43,120 792,650 SH   SOLE   792,650 0 0
Red Hat Inc COM 756577102 251 3,600 SH   SOLE   0 0 3,600
ResMed Inc COM 761152107 1,378 22,200 SH   SOLE   0 0 22,200
Restaurant Brands Internation COM 76131D103 328 6,900 SH   SOLE   0 0 6,900
RIO US COM 767204100 41,043 1,067,164 SH   SOLE   1,067,164 0 0
Rogers Communications Inc COM 775109200 1,337 34,700 SH   SOLE   33,800 0 900
Rowan Cos Plc COM G7665A101 6,069 321,300 SH   SOLE   314,500 0 6,800
Royal Bank of Canada COM 780087102 602 8,900 SH   SOLE   0 0 8,900
S&P Global Inc COM 78409V104 312 2,900 SH   SOLE   0 0 2,900
salesforce.com Inc COM 79466L302 548 8,000 SH   SOLE   0 0 8,000
SBAC US COM 78410G104 62 600 SH   SOLE   0 0 600
Schlumberger Ltd COM 806857108 35,634 424,471 SH   SOLE   409,471 0 15,000
Seagate Technology PLC COM G7945M107 107 2,800 SH   SOLE   0 0 2,800
Skyworks Solutions Inc COM 83088M102 37 500 SH   SOLE   0 0 500
SLG US COM 78440X101 462 4,300 SH   SOLE   0 0 4,300
SM Energy Co COM 78454L100 8,672 251,507 SH   SOLE   251,507 0 0
SNP US COM 16941R108 5,458 76,890 SH   SOLE   76,890 0 0
Southern Co/The COM 842587107 192 3,900 SH   SOLE   0 0 3,900
Spectra Energy Corp COM 847560109 1,512 36,800 SH   SOLE   36,800 0 0
SPG US COM 828806109 675 3,800 SH   SOLE   0 0 3,800
Splunk Inc COM 848637104 169 3,300 SH   SOLE   0 0 3,300
Square Inc COM 852234103 705 51,700 SH   SOLE   0 0 51,700
Starbucks Corp COM 855244109 761 13,700 SH   SOLE   0 0 13,700
Steel Dynamics Inc COM 858119100 13,243 372,100 SH   SOLE   372,100 0 0
Summit Materials Inc COM 86614U100 1,049 44,100 SH   SOLE   0 0 44,100
Suncor Energy Inc COM 867224107 1,133 34,700 SH   SOLE   0 0 34,700
Suncor Energy Inc COM 867224107 11,853 362,600 SH   SOLE   347,300 0 15,300
Superior Energy Services Inc COM 868157108 14,846 879,492 SH   SOLE   860,692 0 18,800
SVB Financial Group COM 78486Q101 1,717 10,000 SH   SOLE   0 0 10,000
Synchrony Financial COM 87165B103 91 2,500 SH   SOLE   0 0 2,500
Synergy Resources Corp COM 87164P103 9,234 1,036,400 SH   SOLE   1,036,400 0 0
SYNNEX Corp COM 87162W100 1,392 11,500 SH   SOLE   0 0 11,500
Sysco Corp COM 871829107 288 5,200 SH   SOLE   0 0 5,200
SYT US COM 87160A100 16,875 213,523 SH   SOLE   213,523 0 0
T Rowe Price Group Inc COM 74144T108 241 3,200 SH   SOLE   0 0 3,200
Tahoe Resources Inc COM 873868103 10,660 1,131,650 SH   SOLE   1,131,650 0 0
Target Corp COM 87612E106 231 3,200 SH   SOLE   0 0 3,200
Teck Resources Ltd COM 878742204 174 8,700 SH   SOLE   0 0 8,700
Teck Resources Ltd COM 878742204 3,494 174,451 SH   SOLE   174,451 0 0
TELUS Corp COM 87971M103 1,219 38,400 SH   SOLE   38,400 0 0
Texas Instruments Inc COM 882508104 555 7,600 SH   SOLE   0 0 7,600
Thermo Fisher Scientific Inc COM 883556102 296 2,100 SH   SOLE   0 0 2,100
Time Warner Inc COM 887317303 600 6,211 SH   SOLE   0 0 6,211
TJX Cos Inc/The COM 872540109 218 2,900 SH   SOLE   0 0 2,900
Toronto-Dominion Bank/The COM 891160509 557 11,300 SH   SOLE   0 0 11,300
TOT US COM 89151E109 41,780 820,512 SH   SOLE   820,512 0 0
Total System Services Inc COM 891906109 201 4,100 SH   SOLE   0 0 4,100
TransUnion COM 89400J107 217 7,000 SH   SOLE   0 0 7,000
Travelers Cos Inc/The COM 89417E109 416 3,400 SH   SOLE   0 0 3,400
Twenty-First Century Fox Inc COM 90130A101 244 8,700 SH   SOLE   0 0 8,700
Tyson Foods Inc COM 902494103 839 13,600 SH   SOLE   0 0 13,600
UBS Group AG COM H42097107 256 16,400 SH   SOLE   0 0 16,400
Union Pacific Corp COM 907818108 456 4,400 SH   SOLE   0 0 4,400
United Parcel Service Inc COM 911312106 413 3,600 SH   SOLE   0 0 3,600
United States Steel Corp COM 912909108 5,011 151,800 SH   SOLE   151,800 0 0
UnitedHealth Group Inc COM 91324P102 800 5,000 SH   SOLE   0 0 5,000
US Bancorp COM 902973304 308 6,000 SH   SOLE   0 0 6,000
Valero Energy Corp COM 91913Y100 10,309 150,900 SH   SOLE   137,700 0 13,200
Verisk Analytics Inc COM 92345Y106 268 3,300 SH   SOLE   0 0 3,300
Verizon Communications Inc COM 92343V104 747 14,000 SH   SOLE   0 0 14,000
Visa Inc COM 92826C839 257 3,300 SH   SOLE   0 0 3,300
VTR US COM 92276F100 156 2,500 SH   SOLE   0 0 2,500
Walgreens Boots Alliance Inc COM 931427108 166 2,000 SH   SOLE   0 0 2,000
Wal-Mart Stores Inc COM 931142103 605 8,749 SH   SOLE   0 0 8,749
Walt Disney Co/The COM 254687106 1,157 11,100 SH   SOLE   0 0 11,100
Weatherford International PLC COM G48833100 5,987 1,199,700 SH   SOLE   1,199,700 0 0
Wells Fargo & Co COM 949746101 1,416 25,700 SH   SOLE   0 0 25,700
Western Union Co/The COM 959802109 308 14,200 SH   SOLE   0 0 14,200
Whirlpool Corp COM 963320106 236 1,300 SH   SOLE   0 0 1,300
WisdomTree Investments Inc COM 97717P104 223 20,000 SH   SOLE   0 0 20,000
Workday Inc COM 98138H101 198 3,000 SH   SOLE   0 0 3,000
WY US COM 962166104 21,247 706,107 SH   SOLE   706,107 0 0
Wyndham Worldwide Corp COM 98310W108 374 4,900 SH   SOLE   0 0 4,900
Xerox Corp COM 984121103 247 28,300 SH   SOLE   0 0 28,300
Xilinx Inc COM 983919101 435 7,200 SH   SOLE   0 0 7,200
Yamana Gold Inc COM 98462Y100 220 78,500 SH   SOLE   0 0 78,500
Yum! Brands Inc COM 988498101 247 3,900 SH   SOLE   0 0 3,900