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
AMT US COM 03027X100 1,981 16,300 SH   SOLE   0 0 16,300
AT&T Inc COM 00206R102 2,289 55,100 SH   SOLE   0 0 55,100
AU US COM 035128206 16,779 1,557,900 SH   SOLE   1,557,900 0 0
AbbVie Inc COM 00287Y109 4,894 75,100 SH   SOLE   64,100 0 11,000
Abbott Laboratories COM 002824100 391 8,800 SH   SOLE   0 0 8,800
Accenture PLC COM 00B4BNMY3 755 6,300 SH   SOLE   0 0 6,300
Adobe Systems Inc COM 00724F101 390 3,000 SH   SOLE   0 0 3,000
Advance Auto Parts Inc COM 00751Y106 1,142 7,700 SH   SOLE   0 0 7,700
AerCap Holdings NV COM 000068766 120 2,600 SH   SOLE   0 0 2,600
Aetna Inc COM 00817Y108 217 1,700 SH   SOLE   0 0 1,700
Aflac Inc COM 001055102 138 1,900 SH   SOLE   0 0 1,900
Agrium Inc COM 008916108 19,993 209,238 SH   SOLE   209,238 0 0
Allstate Corp/The COM 020002101 847 10,400 SH   SOLE   0 0 10,400
Alphabet Inc COM 02079K305 1,356 1,600 SH   SOLE   0 0 1,600
Alphabet Inc COM 02079K107 2,202 2,654 SH   SOLE   0 0 2,654
Altria Group Inc COM 02209S103 5,349 74,900 SH   SOLE   74,900 0 0
Amazon.com Inc COM 023135106 1,285 1,450 SH   SOLE   0 0 1,450
Ambarella Inc COM G037AX101 175 3,200 SH   SOLE   0 0 3,200
American International Group COM 026874784 512 8,200 SH   SOLE   0 0 8,200
Ameriprise Financial Inc COM 03076C106 182 1,400 SH   SOLE   0 0 1,400
Amgen Inc COM 031162100 788 4,800 SH   SOLE   0 0 4,800
Anadarko Petroleum Corp COM 032511107 25,918 418,036 SH   SOLE   402,236 0 15,800
Analog Devices Inc COM 032654105 369 4,500 SH   SOLE   0 0 4,500
Apple Inc COM 037833100 5,445 37,900 SH   SOLE   0 0 37,900
Applied Materials Inc COM 038222105 797 20,500 SH   SOLE   20,500 0 0
Archer-Daniels-Midland Co COM 039483102 19,576 425,199 SH   SOLE   425,199 0 0
Arrow Electronics Inc COM 042735100 66 900 SH   SOLE   0 0 900
Assurant Inc COM 04621X108 57 600 SH   SOLE   0 0 600
AutoZone Inc COM 053332102 72 100 SH   SOLE   0 0 100
Automatic Data Processing Inc COM 053015103 235 2,300 SH   SOLE   0 0 2,300
B2Gold Corp COM 11777Q209 8,554 3,022,707 SH   SOLE   3,022,707 0 0
BABA US COM 01609W102 1,305 12,100 SH   SOLE   0 0 12,100
BBD US COM 059460303 518 50,542 SH   SOLE   0 0 50,542
BBL US COM 05545E209 64,577 2,073,112 SH   SOLE   2,073,112 0 0
BCE Inc COM 05534B760 1,800 40,700 SH   SOLE   40,700 0 0
BIDU US COM 056752108 371 2,150 SH   SOLE   0 0 2,150
BP US COM 055622104 29,015 840,538 SH   SOLE   840,538 0 0
Baker Hughes Inc COM 057224107 19,725 329,745 SH   SOLE   321,845 0 7,900
Bank of America Corp COM 060505104 1,080 45,800 SH   SOLE   0 0 45,800
Bank of New York Mellon Corp/ COM 064058100 359 7,600 SH   SOLE   0 0 7,600
Bank of Nova Scotia/The COM 064149107 2,033 34,800 SH   SOLE   31,400 0 3,400
Barrick Gold Corp COM 067901108 288 15,200 SH   SOLE   0 0 15,200
Barrick Gold Corp COM 067901108 30,424 1,602,100 SH   SOLE   1,602,100 0 0
BioMarin Pharmaceutical Inc COM 09061G101 114 1,300 SH   SOLE   0 0 1,300
Biogen Inc COM 09062X103 383 1,400 SH   SOLE   0 0 1,400
Bioverativ Inc COM 09075E100 84 1,550 SH   SOLE   0 0 1,550
BlackRock Inc COM 09247X101 345 900 SH   SOLE   0 0 900
Bristol-Myers Squibb Co COM 110122108 522 9,600 SH   SOLE   0 0 9,600
CBOE Holdings Inc COM 12503M108 430 5,300 SH   SOLE   0 0 5,300
CEO US COM 126132109 6,332 52,852 SH   SOLE   52,852 0 0
CF Industries Holdings Inc COM 125269100 13,431 457,630 SH   SOLE   457,630 0 0
CGI Group Inc COM 39945C109 96 2,000 SH   SOLE   0 0 2,000
CH Robinson Worldwide Inc COM 12541W209 1,136 14,700 SH   SOLE   0 0 14,700
CME Group Inc COM 12572Q105 463 3,900 SH   SOLE   0 0 3,900
CVS Health Corp COM 126650100 699 8,900 SH   SOLE   0 0 8,900
Cabot Oil & Gas Corp COM 127097103 18,276 764,357 SH   SOLE   730,557 0 33,800
Campbell Soup Co COM 134429109 332 5,800 SH   SOLE   0 0 5,800
Canadian Imperial Bank of Com COM 136069101 2,220 25,800 SH   SOLE   24,900 0 900
Canadian Natural Resources Lt COM 136385101 651 19,900 SH   SOLE   0 0 19,900
Canadian Natural Resources Lt COM 136385101 15,730 479,730 SH   SOLE   479,730 0 0
Capital One Financial Corp COM 14040H105 641 7,400 SH   SOLE   0 0 7,400
Caterpillar Inc COM 149123101 649 7,000 SH   SOLE   0 0 7,000
Celanese Corp COM 150870103 332 3,700 SH   SOLE   0 0 3,700
Celgene Corp COM 151020104 2,202 17,700 SH   SOLE   0 0 17,700
Charles Schwab Corp/The COM 808513105 959 23,500 SH   SOLE   0 0 23,500
Charter Communications Inc COM 16119P108 65 200 SH   SOLE   0 0 200
Chevron Corp COM 166764100 25,740 239,730 SH   SOLE   223,130 0 16,600
Cisco Systems Inc COM 17275R102 1,142 33,800 SH   SOLE   0 0 33,800
Citigroup Inc COM 172967424 78 1,300 SH   SOLE   0 0 1,300
Citrix Systems Inc COM 177376100 133 1,600 SH   SOLE   0 0 1,600
Coca-Cola Co/The COM 191216100 1,307 30,800 SH   SOLE   0 0 30,800
Comcast Corp COM 20030N101 936 24,900 SH   SOLE   0 0 24,900
Concho Resources Inc COM 20605P101 8,740 68,100 SH   SOLE   64,200 0 3,900
Conduent Inc COM 206787103 95 5,660 SH   SOLE   0 0 5,660
ConocoPhillips COM 20825C104 8,142 163,268 SH   SOLE   156,700 0 6,568
Constellation Brands Inc COM 21036P108 227 1,400 SH   SOLE   0 0 1,400
Continental Resources Inc/OK COM 212015101 23 500 SH   SOLE   0 0 500
Cooper Cos Inc/The COM 216648402 1,399 7,000 SH   SOLE   0 0 7,000
Delta Air Lines Inc COM 247361702 83 1,800 SH   SOLE   0 0 1,800
Devon Energy Corp COM 25179M103 113 2,700 SH   SOLE   0 0 2,700
Discover Financial Services COM 254709108 89 1,300 SH   SOLE   0 0 1,300
Dollar Tree Inc COM 256746108 94 1,200 SH   SOLE   0 0 1,200
Domino's Pizza Inc COM 25754A201 184 1,000 SH   SOLE   0 0 1,000
Dow Chemical Co/The COM 260543103 26,539 417,668 SH   SOLE   403,868 0 13,800
Dr Pepper Snapple Group Inc COM 26138E109 333 3,400 SH   SOLE   0 0 3,400
Dril-Quip Inc COM 262037104 5,970 109,449 SH   SOLE   109,449 0 0
Duke Energy Corp COM 26441C204 328 4,000 SH   SOLE   0 0 4,000
EOG Resources Inc COM 26875P101 11,452 117,400 SH   SOLE   109,100 0 8,300
EQT Corp COM 26884L109 14,240 233,064 SH   SOLE   223,564 0 9,500
Eaton Corp PLC COM 00B8KQN82 2,284 30,800 SH   SOLE   24,000 0 6,800
Ebix Inc COM 278715206 533 8,700 SH   SOLE   0 0 8,700
Edison International COM 281020107 510 6,400 SH   SOLE   0 0 6,400
Eldorado Gold Corp COM 284902103 8,604 2,523,283 SH   SOLE   2,523,283 0 0
Eli Lilly & Co COM 532457108 421 5,000 SH   SOLE   0 0 5,000
Emerson Electric Co COM 291011104 2,436 40,700 SH   SOLE   39,300 0 1,400
Enbridge Inc COM 29250N105 268 6,400 SH   SOLE   0 0 6,400
Encana Corp COM 292505104 84 7,200 SH   SOLE   0 0 7,200
Equifax Inc COM 294429105 424 3,100 SH   SOLE   0 0 3,100
Exxon Mobil Corp COM 30231G102 42,759 521,393 SH   SOLE   488,121 0 33,272
Exxon Mobil Corp COM 453038408 85 2,800 SH   SOLE   0 0 2,800
F5 Networks Inc COM 315616102 71 500 SH   SOLE   0 0 500
FNF US COM 31620R303 202 5,200 SH   SOLE   0 0 5,200
Facebook Inc COM 30303M102 3,537 24,900 SH   SOLE   0 0 24,900
FactSet Research Systems Inc COM 303075105 346 2,100 SH   SOLE   0 0 2,100
FedEx Corp COM 31428X106 312 1,600 SH   SOLE   0 0 1,600
Ferrari NV COM 001158514 253 3,400 SH   SOLE   0 0 3,400
Fiat Chrysler Automobiles NV COM 001087764 58 5,300 SH   SOLE   0 0 5,300
FirstEnergy Corp COM 337932107 372 11,700 SH   SOLE   0 0 11,700
Fiserv Inc COM 337738108 1,384 12,000 SH   SOLE   0 0 12,000
Ford Motor Co COM 345370860 222 19,100 SH   SOLE   0 0 19,100
Fortis Inc/Canada COM 349553107 76 2,300 SH   SOLE   0 0 2,300
Freeport-McMoRan Inc COM 35671D857 25,439 1,904,147 SH   SOLE   1,889,447 0 14,700
Frontier Communications Corp COM 35906A108 0 1 SH   SOLE   0 0 1
GGB US COM 373737105 0 0 SH   SOLE   0 0 0
GGP US COM 36174X101 116 5,000 SH   SOLE   0 0 5,000
Garmin Ltd COM 011440532 1,784 34,900 SH   SOLE   33,300 0 1,600
General Electric Co COM 369604103 971 32,600 SH   SOLE   0 0 32,600
General Mills Inc COM 370334104 2,331 39,500 SH   SOLE   36,400 0 3,100
General Motors Co COM 37045V100 1,704 48,200 SH   SOLE   39,600 0 8,600
Gilead Sciences Inc COM 375558103 659 9,700 SH   SOLE   0 0 9,700
Goldcorp Inc COM 380956409 15,274 1,046,863 SH   SOLE   1,046,863 0 0
Grupo Mexico SAB de CV COM 84265V105 9,036 251,770 SH   SOLE   251,770 0 0
Guidewire Software Inc COM 40171V100 749 13,300 SH   SOLE   0 0 13,300
HD Supply Holdings Inc COM 40416M105 934 22,700 SH   SOLE   0 0 22,700
HDB US COM 40415F101 782 10,400 SH   SOLE   0 0 10,400
HP Inc COM 40434L105 831 46,500 SH   SOLE   37,000 0 9,500
Halliburton Co COM 406216101 28,650 582,200 SH   SOLE   575,100 0 7,100
Harris Corp COM 413875105 545 4,900 SH   SOLE   0 0 4,900
Hess Corp COM 42809H107 10,793 223,870 SH   SOLE   223,870 0 0
Hewlett Packard Enterprise Co COM 42824C109 213 9,000 SH   SOLE   0 0 9,000
HollyFrontier Corp COM 436106108 6,725 237,300 SH   SOLE   237,300 0 0
Home Depot Inc/The COM 437076102 1,160 7,900 SH   SOLE   0 0 7,900
Honeywell International Inc COM 438516106 487 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 671 68,400 SH   SOLE   0 0 68,400
Humana Inc COM 444859102 227 1,100 SH   SOLE   0 0 1,100
Huntington Bancshares Inc/OH COM 446150104 1,679 125,400 SH   SOLE   0 0 125,400
ICON PLC COM 000571120 1,268 15,900 SH   SOLE   0 0 15,900
Illinois Tool Works Inc COM 452308109 755 5,700 SH   SOLE   0 0 5,700
Ingersoll-Rand PLC COM 00B633030 276 3,400 SH   SOLE   0 0 3,400
Ingredion Inc COM 457187102 84 700 SH   SOLE   0 0 700
Intel Corp COM 458140100 8,040 222,900 SH   SOLE   193,500 0 29,400
International Business Machin COM 459200101 1,828 10,500 SH   SOLE   4,900 0 5,600
International Paper Co COM 460146103 33,714 663,919 SH   SOLE   663,919 0 0
Intuit Inc COM 461202103 870 7,500 SH   SOLE   0 0 7,500
Invesco Ltd COM G491BT108 119 3,900 SH   SOLE   0 0 3,900
Israel Corp Ltd/The COM 000281014 4,511 1,058,826 SH   SOLE   1,058,826 0 0
JD US COM 47215P106 473 15,200 SH   SOLE   0 0 15,200
JM Smucker Co/The COM 832696405 170 1,300 SH   SOLE   0 0 1,300
JPMorgan Chase & Co COM 46625H100 1,568 17,849 SH   SOLE   0 0 17,849
Johnson & Johnson COM 478160104 1,893 15,200 SH   SOLE   0 0 15,200
Johnson Controls Internationa COM 00BY7QL61 354 8,400 SH   SOLE   0 0 8,400
KKR & Co LP COM 32008D106 119 7,700 SH   SOLE   0 0 7,700
KLA-Tencor Corp COM 482480100 2,073 21,800 SH   SOLE   21,800 0 0
Kellogg Co COM 487836108 290 4,000 SH   SOLE   0 0 4,000
KeyCorp COM 493267108 1,488 83,700 SH   SOLE   0 0 83,700
Kimberly-Clark Corp COM 494368103 579 4,400 SH   SOLE   0 0 4,400
Kinder Morgan Inc/DE COM 49456B101 5,720 263,100 SH   SOLE   253,300 0 9,800
Kroger Co/The COM 501044101 162 5,500 SH   SOLE   0 0 5,500
LKQ Corp COM 501889208 1,326 45,300 SH   SOLE   0 0 45,300
LPT US COM 531172104 85 2,200 SH   SOLE   0 0 2,200
Laboratory Corp of America Ho COM 50540R409 1,650 11,500 SH   SOLE   0 0 11,500
Lam Research Corp COM 512807108 180 1,400 SH   SOLE   0 0 1,400
Las Vegas Sands Corp COM 517834107 154 2,700 SH   SOLE   0 0 2,700
Lear Corp COM 521865204 71 500 SH   SOLE   0 0 500
LendingClub Corp COM 52603A109 1,121 204,200 SH   SOLE   0 0 204,200
LendingTree Inc COM 52603B107 1,191 9,500 SH   SOLE   0 0 9,500
Liberty Media Corp COM 82968B103 230 44,600 SH   SOLE   0 0 44,600
LivaNova PLC COM 00BYMT0J1 49 1,000 SH   SOLE   0 0 1,000
Lockheed Martin Corp COM 539830109 3,024 11,300 SH   SOLE   11,300 0 0
LogMeIn Inc COM 54142L109 105 1,074 SH   SOLE   0 0 1,074
Lowe's Cos Inc COM 548661107 156 1,900 SH   SOLE   0 0 1,900
LyondellBasell Industries NV COM 000943499 310 3,400 SH   SOLE   0 0 3,400
MSCI Inc COM 55354G100 350 3,600 SH   SOLE   0 0 3,600
ManpowerGroup Inc COM 56418H100 82 800 SH   SOLE   0 0 800
Manulife Financial Corp COM 56501R106 143 8,070 SH   SOLE   0 0 8,070
Marathon Petroleum Corp COM 56585A102 2,401 47,500 SH   SOLE   40,500 0 7,000
Martin Marietta Materials Inc COM 573284106 5,808 26,611 SH   SOLE   26,611 0 0
Mastercard Inc COM 57636Q104 990 8,800 SH   SOLE   0 0 8,800
Matador Resources Co COM 576485205 5,465 229,700 SH   SOLE   229,700 0 0
Maxim Integrated Products Inc COM 57772K101 2,118 47,100 SH   SOLE   44,600 0 2,500
McDonald's Corp COM 580135101 1,568 12,100 SH   SOLE   7,000 0 5,100
Medtronic PLC COM 00BTN1Y11 491 6,100 SH   SOLE   0 0 6,100
MercadoLibre Inc COM 58733R102 634 3,000 SH   SOLE   0 0 3,000
MetLife Inc COM 59156R108 362 6,860 SH   SOLE   0 0 6,860
Methanex Corp COM 59151K108 84 1,800 SH   SOLE   0 0 1,800
Microsoft Corp COM 594918104 4,893 74,300 SH   SOLE   8,800 0 65,500
Monsanto Co COM 61166W101 50,374 445,000 SH   SOLE   445,000 0 0
Morgan Stanley COM 617446448 321 7,500 SH   SOLE   0 0 7,500
Mosaic Co/The COM 61945C103 16,718 572,929 SH   SOLE   572,929 0 0
Murphy Oil Corp COM 626717102 54 1,900 SH   SOLE   0 0 1,900
NVIDIA Corp COM 67066G104 784 7,200 SH   SOLE   0 0 7,200
NXP Semiconductors NV COM 000953878 104 1,000 SH   SOLE   0 0 1,000
Nasdaq Inc COM 631103108 618 8,900 SH   SOLE   0 0 8,900
NetApp Inc COM 64110D104 67 1,600 SH   SOLE   0 0 1,600
Newmont Mining Corp COM 651639106 6,833 207,300 SH   SOLE   204,400 0 2,900
Noble Energy Inc COM 655044105 20,065 584,300 SH   SOLE   565,300 0 19,000
Nucor Corp COM 670346105 22,554 377,662 SH   SOLE   372,662 0 5,000
O'Reilly Automotive Inc COM 67103H107 108 400 SH   SOLE   0 0 400
OGE Energy Corp COM 670837103 619 17,700 SH   SOLE   0 0 17,700
ONEOK Inc COM 682680103 122 2,200 SH   SOLE   0 0 2,200
Occidental Petroleum Corp COM 674599105 18,698 295,100 SH   SOLE   262,600 0 32,500
Oceaneering International Inc COM 675232102 8,472 312,857 SH   SOLE   309,757 0 3,100
Oil States International Inc COM 678026105 10,452 315,300 SH   SOLE   306,700 0 8,600
Oracle Corp COM 68389X105 865 19,400 SH   SOLE   0 0 19,400
PBR US COM 71654V408 7,401 763,800 SH   SOLE   763,800 0 0
PLD US COM 74340W103 88 1,700 SH   SOLE   0 0 1,700
PPL Corp COM 69351T106 135 3,600 SH   SOLE   0 0 3,600
PTR US COM 71646E100 6,771 92,433 SH   SOLE   92,433 0 0
PVH Corp COM 693656100 93 900 SH   SOLE   0 0 900
Packaging Corp of America COM 695156109 82 900 SH   SOLE   0 0 900
Parker-Hannifin Corp COM 701094104 433 2,700 SH   SOLE   0 0 2,700
Patterson-UTI Energy Inc COM 703481101 328 13,500 SH   SOLE   0 0 13,500
PayPal Holdings Inc COM 70450Y103 1,437 33,400 SH   SOLE   0 0 33,400
Paychex Inc COM 704326107 1,844 31,300 SH   SOLE   30,000 0 1,300
Pembina Pipeline Corp COM 706327103 82 2,600 SH   SOLE   0 0 2,600
PepsiCo Inc COM 713448108 1,946 17,400 SH   SOLE   0 0 17,400
Pfizer Inc COM 717081103 9,577 279,941 SH   SOLE   244,300 0 35,641
Philip Morris International I COM 718172109 4,087 36,200 SH   SOLE   36,200 0 0
Phillips 66 COM 718546104 4,516 57,000 SH   SOLE   57,000 0 0
Pioneer Natural Resources Co COM 723787107 11,081 59,500 SH   SOLE   56,700 0 2,800
Plains GP Holdings LP COM 72651A207 53 1,700 SH   SOLE   0 0 1,700
Potash Corp of Saskatchewan I COM 73755L107 18,773 1,099,096 SH   SOLE   1,099,096 0 0
Priceline Group Inc/The COM 741503403 534 300 SH   SOLE   0 0 300
Procter & Gamble Co/The COM 742718109 10,332 114,988 SH   SOLE   97,200 0 17,788
Progressive Corp/The COM 743315103 1,246 31,800 SH   SOLE   0 0 31,800
Prudential Financial Inc COM 744320102 448 4,200 SH   SOLE   0 0 4,200
Public Service Enterprise Gro COM 744573106 0 0 SH   SOLE   0 0 0
QUALCOMM Inc COM 747525103 4,581 79,900 SH   SOLE   59,000 0 20,900
Quintiles IMS Holdings Inc COM 74876Y101 81 1,000 SH   SOLE   0 0 1,000
RDS/A US COM 780259206 41,934 795,250 SH   SOLE   795,250 0 0
RIO US COM 767204100 46,337 1,139,064 SH   SOLE   1,139,064 0 0
Red Hat Inc COM 756577102 519 6,000 SH   SOLE   0 0 6,000
ResMed Inc COM 761152107 1,591 22,100 SH   SOLE   0 0 22,100
Restaurant Brands Internation COM 76131D103 328 5,900 SH   SOLE   0 0 5,900
Rogers Communications Inc COM 775109200 1,985 45,000 SH   SOLE   43,500 0 1,500
Ross Stores Inc COM 778296103 112 1,700 SH   SOLE   0 0 1,700
Rowan Cos Plc COM 00B6SLMV1 5,430 348,500 SH   SOLE   341,900 0 6,600
Royal Bank of Canada COM 780087102 400 5,500 SH   SOLE   0 0 5,500
S&P Global Inc COM 78409V104 379 2,900 SH   SOLE   0 0 2,900
SBAC US COM 78410G104 72 600 SH   SOLE   0 0 600
SLG US COM 78440X101 458 4,300 SH   SOLE   0 0 4,300
SM Energy Co COM 78454L100 11,830 492,507 SH   SOLE   492,507 0 0
SNP US COM 16941R108 6,862 84,190 SH   SOLE   84,190 0 0
SPG US COM 828806109 654 3,800 SH   SOLE   0 0 3,800
SRC Energy Inc COM 78470V108 9,700 1,149,300 SH   SOLE   1,149,300 0 0
SVB Financial Group COM 78486Q101 1,712 9,200 SH   SOLE   0 0 9,200
SYNNEX Corp COM 87162W100 828 7,400 SH   SOLE   0 0 7,400
SYT US COM 87160A100 20,773 234,723 SH   SOLE   234,723 0 0
Schlumberger Ltd COM 806857108 42,828 548,371 SH   SOLE   542,671 0 5,700
Seagate Technology PLC COM 00B58JVZ5 87 1,900 SH   SOLE   0 0 1,900
Shaw Communications Inc COM 82028K200 1,176 56,900 SH   SOLE   52,800 0 4,100
Skyworks Solutions Inc COM 83088M102 69 700 SH   SOLE   0 0 700
Southern Co/The COM 842587107 194 3,900 SH   SOLE   0 0 3,900
Splunk Inc COM 848637104 336 5,400 SH   SOLE   0 0 5,400
Square Inc COM 852234103 1,486 86,000 SH   SOLE   0 0 86,000
Starbucks Corp COM 855244109 1,191 20,400 SH   SOLE   0 0 20,400
Steel Dynamics Inc COM 858119100 14,241 409,700 SH   SOLE   409,700 0 0
Summit Materials Inc COM 86614U100 1,090 44,100 SH   SOLE   0 0 44,100
Suncor Energy Inc COM 867224107 1,018 33,200 SH   SOLE   0 0 33,200
Suncor Energy Inc COM 867224107 21,374 695,100 SH   SOLE   676,100 0 19,000
Superior Energy Services Inc COM 868157108 12,094 848,092 SH   SOLE   829,492 0 18,600
Synchrony Financial COM 87165B103 86 2,500 SH   SOLE   0 0 2,500
Sysco Corp COM 871829107 234 4,500 SH   SOLE   0 0 4,500
T Rowe Price Group Inc COM 74144T108 123 1,800 SH   SOLE   0 0 1,800
TE Connectivity Ltd COM 010299318 112 1,500 SH   SOLE   0 0 1,500
TJX Cos Inc/The COM 872540109 63 800 SH   SOLE   0 0 800
TOT US COM 89151E109 42,943 851,712 SH   SOLE   851,712 0 0
Tahoe Resources Inc COM 873868103 10,054 1,252,050 SH   SOLE   1,252,050 0 0
Target Corp COM 87612E106 177 3,200 SH   SOLE   0 0 3,200
TechnipFMC PLC COM 00BDSFG98 13,440 413,532 SH   SOLE   407,132 0 6,400
Teck Resources Ltd COM 878742204 190 8,700 SH   SOLE   0 0 8,700
Teck Resources Ltd COM 878742204 4,081 186,351 SH   SOLE   186,351 0 0
Texas Instruments Inc COM 882508104 773 9,600 SH   SOLE   0 0 9,600
Thermo Fisher Scientific Inc COM 883556102 323 2,100 SH   SOLE   0 0 2,100
Time Warner Inc COM 887317303 607 6,211 SH   SOLE   0 0 6,211
Toronto-Dominion Bank/The COM 891160509 565 11,300 SH   SOLE   0 0 11,300
TransCanada Corp COM 89353D107 88 1,900 SH   SOLE   0 0 1,900
TransUnion COM 89400J107 460 12,000 SH   SOLE   0 0 12,000
Travelers Cos Inc/The COM 89417E109 410 3,400 SH   SOLE   0 0 3,400
Twenty-First Century Fox Inc COM 90130A101 282 8,700 SH   SOLE   0 0 8,700
UBS Group AG COM 024476758 300 18,800 SH   SOLE   0 0 18,800
US Bancorp COM 902973304 77 1,500 SH   SOLE   0 0 1,500
Union Pacific Corp COM 907818108 466 4,400 SH   SOLE   0 0 4,400
United Parcel Service Inc COM 911312106 386 3,600 SH   SOLE   0 0 3,600
United Rentals Inc COM 911363109 75 600 SH   SOLE   0 0 600
United States Steel Corp COM 912909108 7,002 207,100 SH   SOLE   207,100 0 0
UnitedHealth Group Inc COM 91324P102 820 5,000 SH   SOLE   0 0 5,000
VTR US COM 92276F100 163 2,500 SH   SOLE   0 0 2,500
Valero Energy Corp COM 91913Y100 7,882 118,900 SH   SOLE   106,900 0 12,000
VeriSign Inc COM 92343E102 87 1,000 SH   SOLE   0 0 1,000
Verisk Analytics Inc COM 92345Y106 527 6,500 SH   SOLE   0 0 6,500
Verizon Communications Inc COM 92343V104 683 14,000 SH   SOLE   0 0 14,000
Visa Inc COM 92826C839 489 5,500 SH   SOLE   0 0 5,500
WY US COM 962166104 26,450 778,407 SH   SOLE   778,407 0 0
Wal-Mart Stores Inc COM 931142103 760 10,549 SH   SOLE   0 0 10,549
Walgreens Boots Alliance Inc COM 931427108 166 2,000 SH   SOLE   0 0 2,000
Walt Disney Co/The COM 254687106 1,304 11,500 SH   SOLE   0 0 11,500
Waste Management Inc COM 94106L109 80 1,100 SH   SOLE   0 0 1,100
Weatherford International PLC COM 00BLNN369 8,650 1,300,800 SH   SOLE   1,300,800 0 0
Wells Fargo & Co COM 949746101 1,347 24,200 SH   SOLE   0 0 24,200
Western Digital Corp COM 958102105 124 1,500 SH   SOLE   0 0 1,500
Western Union Co/The COM 959802109 1,663 81,700 SH   SOLE   63,700 0 18,000
Whirlpool Corp COM 963320106 69 400 SH   SOLE   0 0 400
Workday Inc COM 98138H101 425 5,100 SH   SOLE   0 0 5,100
Wyndham Worldwide Corp COM 98310W108 219 2,600 SH   SOLE   0 0 2,600
Xerox Corp COM 984121103 61 8,300 SH   SOLE   0 0 8,300
Xilinx Inc COM 983919101 139 2,400 SH   SOLE   0 0 2,400
Yum! Brands Inc COM 988498101 64 1,000 SH   SOLE   0 0 1,000
athenahealth Inc COM 04685W103 890 7,900 SH   SOLE   0 0 7,900
eBay Inc COM 278642103 67 2,000 SH   SOLE   0 0 2,000
salesforce.com Inc COM 79466L302 586 7,100 SH   SOLE   0 0 7,100