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 1,103 5,300 SH   SOLE   0 0 5,300
AMT US COM 03027X100 1,998 15,100 SH   SOLE   0 0 15,100
AT&T Inc COM 00206R102 2,079 55,100 SH   SOLE   0 0 55,100
AU US COM 035128206 14,726 1,515,000 SH   SOLE   1,515,000 0 0
AbbVie Inc COM 00287Y109 6,453 89,000 SH   SOLE   80,600 0 8,400
Abbott Laboratories COM 002824100 428 8,800 SH   SOLE   0 0 8,800
Accenture PLC COM 00B4BNMY3 408 3,300 SH   SOLE   0 0 3,300
Adobe Systems Inc COM 00724F101 424 3,000 SH   SOLE   0 0 3,000
Advance Auto Parts Inc COM 00751Y106 898 7,700 SH   SOLE   0 0 7,700
AerCap Holdings NV COM 000068766 121 2,600 SH   SOLE   0 0 2,600
Aflac Inc COM 001055102 148 1,900 SH   SOLE   0 0 1,900
Agrium Inc COM 008916108 18,418 203,538 SH   SOLE   203,538 0 0
Alliance Data Systems Corp COM 018581108 77 300 SH   SOLE   0 0 300
Allstate Corp/The COM 020002101 398 4,500 SH   SOLE   0 0 4,500
Alphabet Inc COM 02079K107 7,497 8,250 SH   SOLE   0 0 8,250
Altria Group Inc COM 02209S103 7,886 105,900 SH   SOLE   105,900 0 0
Amazon.com Inc COM 023135106 28,217 29,150 SH   SOLE   0 0 29,150
American International Group COM 026874784 513 8,200 SH   SOLE   0 0 8,200
Ameriprise Financial Inc COM 03076C106 178 1,400 SH   SOLE   0 0 1,400
Amgen Inc COM 031162100 827 4,800 SH   SOLE   0 0 4,800
Anadarko Petroleum Corp COM 032511107 20,396 449,836 SH   SOLE   434,736 0 15,100
Analog Devices Inc COM 032654105 350 4,500 SH   SOLE   0 0 4,500
Apple Inc COM 037833100 20,422 141,800 SH   SOLE   0 0 141,800
Applied Materials Inc COM 038222105 706 17,100 SH   SOLE   13,700 0 3,400
Archer-Daniels-Midland Co COM 039483102 17,111 413,499 SH   SOLE   413,499 0 0
Arrow Electronics Inc COM 042735100 71 900 SH   SOLE   0 0 900
Assurant Inc COM 04621X108 62 600 SH   SOLE   0 0 600
AutoZone Inc COM 053332102 57 100 SH   SOLE   0 0 100
Automatic Data Processing Inc COM 053015103 389 3,800 SH   SOLE   0 0 3,800
B2Gold Corp COM 11777Q209 10,739 3,821,707 SH   SOLE   3,821,707 0 0
BABA US COM 01609W102 24,150 171,400 SH   SOLE   0 0 171,400
BBD US COM 059460303 473 55,596 SH   SOLE   0 0 55,596
BBL US COM 05545E209 62,046 2,017,112 SH   SOLE   2,017,112 0 0
BIDU US COM 056752108 5,357 29,950 SH   SOLE   0 0 29,950
BP US COM 055622104 28,123 811,638 SH   SOLE   811,638 0 0
Bank of America Corp COM 060505104 1,228 50,600 SH   SOLE   0 0 50,600
Bank of Montreal COM 063671101 206 2,800 SH   SOLE   0 0 2,800
Bank of New York Mellon Corp/ COM 064058100 388 7,600 SH   SOLE   0 0 7,600
Bank of Nova Scotia/The COM 064149107 3,284 54,600 SH   SOLE   51,200 0 3,400
Barrick Gold Corp COM 067901108 242 15,200 SH   SOLE   0 0 15,200
Barrick Gold Corp COM 067901108 25,663 1,613,000 SH   SOLE   1,613,000 0 0
BioMarin Pharmaceutical Inc COM 09061G101 118 1,300 SH   SOLE   0 0 1,300
Biogen Inc COM 09062X103 380 1,400 SH   SOLE   0 0 1,400
Bioverativ Inc COM 09075E100 93 1,550 SH   SOLE   0 0 1,550
BlackRock Inc COM 09247X101 380 900 SH   SOLE   0 0 900
Boeing Co/The COM 097023105 4,351 22,000 SH   SOLE   22,000 0 0
Bristol-Myers Squibb Co COM 110122108 535 9,600 SH   SOLE   0 0 9,600
CBOE Holdings Inc COM 12503M108 6,919 75,700 SH   SOLE   0 0 75,700
CEO US COM 126132109 5,728 52,352 SH   SOLE   52,352 0 0
CF Industries Holdings Inc COM 125269100 12,443 445,030 SH   SOLE   445,030 0 0
CGI Group Inc COM 39945C109 102 2,000 SH   SOLE   0 0 2,000
CME Group Inc COM 12572Q105 7,013 56,000 SH   SOLE   0 0 56,000
CMS Energy Corp COM 125896100 389 8,400 SH   SOLE   8,400 0 0
CVS Health Corp COM 126650100 539 6,700 SH   SOLE   0 0 6,700
Cabot Oil & Gas Corp COM 127097103 14,618 582,857 SH   SOLE   558,157 0 24,700
Campbell Soup Co COM 134429109 302 5,800 SH   SOLE   0 0 5,800
Canadian Imperial Bank of Com COM 136069101 3,604 44,400 SH   SOLE   42,100 0 2,300
Canadian National Railway Co COM 136375102 146 1,800 SH   SOLE   0 0 1,800
Canadian Natural Resources Lt COM 136385101 525 18,200 SH   SOLE   0 0 18,200
Canadian Natural Resources Lt COM 136385101 13,455 466,530 SH   SOLE   466,530 0 0
Capital One Financial Corp COM 14040H105 264 3,200 SH   SOLE   0 0 3,200
Caterpillar Inc COM 149123101 752 7,000 SH   SOLE   0 0 7,000
Celanese Corp COM 150870103 351 3,700 SH   SOLE   0 0 3,700
Celgene Corp COM 151020104 2,299 17,700 SH   SOLE   0 0 17,700
Charles Schwab Corp/The COM 808513105 10,912 254,000 SH   SOLE   0 0 254,000
Charter Communications Inc COM 16119P108 674 2,000 SH   SOLE   0 0 2,000
Chevron Corp COM 166764100 23,947 229,530 SH   SOLE   212,430 0 17,100
Cigna Corp COM 125509109 84 500 SH   SOLE   0 0 500
Cisco Systems Inc COM 17275R102 1,058 33,800 SH   SOLE   0 0 33,800
Citigroup Inc COM 172967424 87 1,300 SH   SOLE   0 0 1,300
Citrix Systems Inc COM 177376100 127 1,600 SH   SOLE   0 0 1,600
Coca-Cola Co/The COM 191216100 1,381 30,800 SH   SOLE   0 0 30,800
Comcast Corp COM 20030N101 1,323 34,000 SH   SOLE   0 0 34,000
Concho Resources Inc COM 20605P101 7,170 59,000 SH   SOLE   55,600 0 3,400
Conduent Inc COM 206787103 90 5,660 SH   SOLE   0 0 5,660
ConocoPhillips COM 20825C104 7,177 163,268 SH   SOLE   156,700 0 6,568
Constellation Brands Inc COM 21036P108 271 1,400 SH   SOLE   0 0 1,400
Continental Resources Inc/OK COM 212015101 16 500 SH   SOLE   0 0 500
Cooper Cos Inc/The COM 216648402 1,676 7,000 SH   SOLE   0 0 7,000
Cummins Inc COM 231021106 3,001 18,500 SH   SOLE   18,000 0 500
Deere & Co COM 244199105 74 600 SH   SOLE   0 0 600
Dell Technologies Inc COM 928563402 79 900 SH   SOLE   0 0 900
Delta Air Lines Inc COM 247361702 97 1,800 SH   SOLE   0 0 1,800
Devon Energy Corp COM 25179M103 86 2,700 SH   SOLE   0 0 2,700
Discover Financial Services COM 254709108 81 1,300 SH   SOLE   0 0 1,300
Dollar Tree Inc COM 256746108 84 1,200 SH   SOLE   0 0 1,200
Domino's Pizza Inc COM 25754A201 3,025 14,300 SH   SOLE   0 0 14,300
Dow Chemical Co/The COM 260543103 25,201 399,568 SH   SOLE   385,768 0 13,800
Dr Pepper Snapple Group Inc COM 26138E109 310 3,400 SH   SOLE   0 0 3,400
Dril-Quip Inc COM 262037104 5,341 109,449 SH   SOLE   109,449 0 0
Duke Energy Corp COM 26441C204 334 4,000 SH   SOLE   0 0 4,000
EOG Resources Inc COM 26875P101 10,310 113,900 SH   SOLE   106,100 0 7,800
EQT Corp COM 26884L109 12,009 204,964 SH   SOLE   196,864 0 8,100
Eaton Corp PLC COM 00B8KQN82 3,689 47,400 SH   SOLE   40,600 0 6,800
Ebix Inc COM 278715206 2,199 40,790 SH   SOLE   0 0 40,790
Edison International COM 281020107 500 6,400 SH   SOLE   0 0 6,400
Eldorado Gold Corp COM 284902103 5,632 2,133,392 SH   SOLE   2,133,392 0 0
Eli Lilly & Co COM 532457108 412 5,000 SH   SOLE   0 0 5,000
Emerson Electric Co COM 291011104 3,112 52,200 SH   SOLE   50,800 0 1,400
Enbridge Inc COM 29250N105 255 6,400 SH   SOLE   0 0 6,400
Encana Corp COM 292505104 63 7,200 SH   SOLE   0 0 7,200
Equifax Inc COM 294429105 5,909 43,000 SH   SOLE   0 0 43,000
Estee Lauder Cos Inc/The COM 518439104 1,497 15,600 SH   SOLE   0 0 15,600
Exxon Mobil Corp COM 30231G102 39,767 492,593 SH   SOLE   457,821 0 34,772
Exxon Mobil Corp COM 453038408 82 2,800 SH   SOLE   0 0 2,800
F5 Networks Inc COM 315616102 64 500 SH   SOLE   0 0 500
Facebook Inc COM 30303M102 11,293 74,800 SH   SOLE   0 0 74,800
FedEx Corp COM 31428X106 348 1,600 SH   SOLE   0 0 1,600
Ferrari NV COM 001158514 180 2,100 SH   SOLE   0 0 2,100
Fiat Chrysler Automobiles NV COM 001087764 111 10,500 SH   SOLE   0 0 10,500
FirstEnergy Corp COM 337932107 341 11,700 SH   SOLE   0 0 11,700
Fiserv Inc COM 337738108 12,552 102,600 SH   SOLE   0 0 102,600
Foot Locker Inc COM 344849104 74 1,500 SH   SOLE   0 0 1,500
Ford Motor Co COM 345370860 214 19,100 SH   SOLE   0 0 19,100
Fortis Inc/Canada COM 349553107 81 2,300 SH   SOLE   0 0 2,300
Freeport-McMoRan Inc COM 35671D857 22,095 1,839,747 SH   SOLE   1,825,047 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 118 5,000 SH   SOLE   0 0 5,000
Garmin Ltd COM 011440532 82 1,600 SH   SOLE   0 0 1,600
General Electric Co COM 369604103 1,583 58,600 SH   SOLE   0 0 58,600
General Electric Co COM 057224107 22,788 418,045 SH   SOLE   409,545 0 8,500
General Mills Inc COM 370334104 3,302 59,600 SH   SOLE   56,500 0 3,100
General Motors Co COM 37045V100 300 8,600 SH   SOLE   0 0 8,600
Gilead Sciences Inc COM 375558103 2,484 35,100 SH   SOLE   29,100 0 6,000
Goldcorp Inc COM 380956409 11,106 860,263 SH   SOLE   860,263 0 0
Grupo Mexico SAB de CV COM 84265V105 8,646 249,670 SH   SOLE   249,670 0 0
Guidewire Software Inc COM 40171V100 12,986 189,000 SH   SOLE   0 0 189,000
HD Supply Holdings Inc COM 40416M105 695 22,700 SH   SOLE   0 0 22,700
HDB US COM 40415F101 12,793 147,100 SH   SOLE   0 0 147,100
HP Inc COM 40434L105 166 9,500 SH   SOLE   0 0 9,500
Halliburton Co COM 406216101 30,687 718,500 SH   SOLE   712,500 0 6,000
Harris Corp COM 413875105 534 4,900 SH   SOLE   0 0 4,900
Hess Corp COM 42809H107 11,826 269,570 SH   SOLE   269,570 0 0
Hewlett Packard Enterprise Co COM 42824C109 149 9,000 SH   SOLE   0 0 9,000
HollyFrontier Corp COM 436106108 6,458 235,100 SH   SOLE   235,100 0 0
Home Depot Inc/The COM 437076102 966 6,300 SH   SOLE   0 0 6,300
Honeywell International Inc COM 438516106 520 3,900 SH   SOLE   0 0 3,900
Hormel Foods Corp COM 440452100 136 4,000 SH   SOLE   0 0 4,000
Hortonworks Inc COM 440894103 8,682 674,100 SH   SOLE   0 0 674,100
Humana Inc COM 444859102 265 1,100 SH   SOLE   0 0 1,100
Huntington Bancshares Inc/OH COM 446150104 1,528 113,000 SH   SOLE   0 0 113,000
ICON PLC COM 000571120 1,555 15,900 SH   SOLE   0 0 15,900
Illinois Tool Works Inc COM 452308109 817 5,700 SH   SOLE   0 0 5,700
Ingersoll-Rand PLC COM 00B633030 311 3,400 SH   SOLE   0 0 3,400
Ingredion Inc COM 457187102 83 700 SH   SOLE   0 0 700
Intel Corp COM 458140100 8,256 244,700 SH   SOLE   212,000 0 32,700
International Business Machin COM 459200101 12,260 79,700 SH   SOLE   45,000 0 34,700
International Paper Co COM 460146103 33,254 587,419 SH   SOLE   587,419 0 0
Intuit Inc COM 461202103 9,576 72,100 SH   SOLE   0 0 72,100
Invesco Ltd COM G491BT108 137 3,900 SH   SOLE   0 0 3,900
Israel Corp Ltd/The COM 000281014 4,926 1,041,526 SH   SOLE   1,041,526 0 0
JD US COM 47215P106 8,515 217,100 SH   SOLE   0 0 217,100
JM Smucker Co/The COM 832696405 154 1,300 SH   SOLE   0 0 1,300
JPMorgan Chase & Co COM 46625H100 1,449 15,849 SH   SOLE   0 0 15,849
Johnson & Johnson COM 478160104 2,143 16,200 SH   SOLE   0 0 16,200
Johnson Controls Internationa COM 00BY7QL61 364 8,400 SH   SOLE   0 0 8,400
KKR & Co LP COM 32008D106 140 7,700 SH   SOLE   0 0 7,700
KLA-Tencor Corp COM 482480100 73 800 SH   SOLE   0 0 800
Kellogg Co COM 487836108 278 4,000 SH   SOLE   0 0 4,000
KeyCorp COM 493267108 1,569 83,700 SH   SOLE   0 0 83,700
Kimberly-Clark Corp COM 494368103 3,860 29,900 SH   SOLE   25,500 0 4,400
Kinder Morgan Inc/DE COM 49456B101 5,041 263,100 SH   SOLE   253,300 0 9,800
Kroger Co/The COM 501044101 128 5,500 SH   SOLE   0 0 5,500
LKQ Corp COM 501889208 1,493 45,300 SH   SOLE   0 0 45,300
LPT US COM 531172104 90 2,200 SH   SOLE   0 0 2,200
Laboratory Corp of America Ho COM 50540R409 1,773 11,500 SH   SOLE   0 0 11,500
Lam Research Corp COM 512807108 198 1,400 SH   SOLE   0 0 1,400
Las Vegas Sands Corp COM 517834107 415 6,500 SH   SOLE   0 0 6,500
Lear Corp COM 521865204 71 500 SH   SOLE   0 0 500
LendingClub Corp COM 52603A109 16,026 2,908,500 SH   SOLE   0 0 2,908,500
LendingTree Inc COM 52603B107 23,144 134,400 SH   SOLE   0 0 134,400
Liberty Media Corp COM 82968B103 244 44,600 SH   SOLE   0 0 44,600
LivaNova PLC COM 00BYMT0J1 135 2,200 SH   SOLE   0 0 2,200
LogMeIn Inc COM 54142L109 112 1,074 SH   SOLE   0 0 1,074
Lowe's Cos Inc COM 548661107 147 1,900 SH   SOLE   0 0 1,900
LyondellBasell Industries NV COM 000943499 287 3,400 SH   SOLE   0 0 3,400
MSCI Inc COM 55354G100 5,160 50,100 SH   SOLE   0 0 50,100
ManpowerGroup Inc COM 56418H100 89 800 SH   SOLE   0 0 800
Manulife Financial Corp COM 56501R106 151 8,070 SH   SOLE   0 0 8,070
Marathon Petroleum Corp COM 56585A102 3,810 72,800 SH   SOLE   65,800 0 7,000
Martin Marietta Materials Inc COM 573284106 5,834 26,211 SH   SOLE   26,211 0 0
Mastercard Inc COM 57636Q104 1,069 8,800 SH   SOLE   0 0 8,800
Matador Resources Co COM 576485205 7,210 337,400 SH   SOLE   337,400 0 0
Maxim Integrated Products Inc COM 57772K101 1,630 36,300 SH   SOLE   33,800 0 2,500
McDonald's Corp COM 580135101 781 5,100 SH   SOLE   0 0 5,100
Medtronic PLC COM 00BTN1Y11 541 6,100 SH   SOLE   0 0 6,100
MercadoLibre Inc COM 58733R102 11,039 44,000 SH   SOLE   0 0 44,000
Merck & Co Inc COM 58933Y105 7,781 121,400 SH   SOLE   121,400 0 0
Methanex Corp COM 59151K108 79 1,800 SH   SOLE   0 0 1,800
Microchip Technology Inc COM 595017104 77 1,000 SH   SOLE   0 0 1,000
Micron Technology Inc COM 595112103 99 3,300 SH   SOLE   0 0 3,300
Microsoft Corp COM 594918104 5,204 75,500 SH   SOLE   8,800 0 66,700
Monsanto Co COM 61166W101 53,345 450,700 SH   SOLE   450,700 0 0
Morgan Stanley COM 617446448 334 7,500 SH   SOLE   0 0 7,500
Mosaic Co/The COM 61945C103 12,719 557,129 SH   SOLE   557,129 0 0
Murphy Oil Corp COM 626717102 49 1,900 SH   SOLE   0 0 1,900
NVIDIA Corp COM 67066G104 15,034 104,000 SH   SOLE   0 0 104,000
NXP Semiconductors NV COM 000953878 153 1,400 SH   SOLE   0 0 1,400
Nasdaq Inc COM 631103108 9,072 126,900 SH   SOLE   0 0 126,900
NetApp Inc COM 64110D104 64 1,600 SH   SOLE   0 0 1,600
Newmont Mining Corp COM 651639106 6,484 200,200 SH   SOLE   200,200 0 0
Noble Energy Inc COM 655044105 17,085 603,700 SH   SOLE   586,500 0 17,200
Nucor Corp COM 670346105 20,935 361,762 SH   SOLE   356,762 0 5,000
O'Reilly Automotive Inc COM 67103H107 87 400 SH   SOLE   0 0 400
OGE Energy Corp COM 670837103 616 17,700 SH   SOLE   0 0 17,700
ONEOK Inc COM 682680103 115 2,200 SH   SOLE   0 0 2,200
Occidental Petroleum Corp COM 674599105 17,422 291,000 SH   SOLE   257,200 0 33,800
Oceaneering International Inc COM 675232102 7,093 310,557 SH   SOLE   307,357 0 3,200
Oil States International Inc COM 678026105 10,518 387,400 SH   SOLE   377,200 0 10,200
Oracle Corp COM 68389X105 973 19,400 SH   SOLE   0 0 19,400
PACCAR Inc COM 693718108 79 1,200 SH   SOLE   0 0 1,200
PBR US COM 71654V408 5,976 747,900 SH   SOLE   747,900 0 0
PG&E Corp COM 69331C108 584 8,800 SH   SOLE   8,800 0 0
PLD US COM 74340W103 100 1,700 SH   SOLE   0 0 1,700
PTR US COM 71646E100 5,664 92,433 SH   SOLE   92,433 0 0
PVH Corp COM 693656100 103 900 SH   SOLE   0 0 900
Packaging Corp of America COM 695156109 100 900 SH   SOLE   0 0 900
Parker-Hannifin Corp COM 701094104 432 2,700 SH   SOLE   0 0 2,700
Patterson-UTI Energy Inc COM 703481101 3,200 158,500 SH   SOLE   144,500 0 14,000
PayPal Holdings Inc COM 70450Y103 22,305 415,600 SH   SOLE   0 0 415,600
Paychex Inc COM 704326107 2,540 44,600 SH   SOLE   43,300 0 1,300
Pembina Pipeline Corp COM 706327103 86 2,600 SH   SOLE   0 0 2,600
PepsiCo Inc COM 713448108 2,010 17,400 SH   SOLE   0 0 17,400
Pfizer Inc COM 717081103 11,785 350,841 SH   SOLE   317,600 0 33,241
Philip Morris International I COM 718172109 2,807 23,900 SH   SOLE   23,900 0 0
Phillips 66 COM 718546104 4,713 57,000 SH   SOLE   57,000 0 0
Pioneer Natural Resources Co COM 723787107 11,314 70,900 SH   SOLE   68,000 0 2,900
Plains GP Holdings LP COM 72651A207 44 1,700 SH   SOLE   0 0 1,700
Potash Corp of Saskatchewan I COM 73755L107 17,421 1,068,796 SH   SOLE   1,068,796 0 0
Priceline Group Inc/The COM 741503403 561 300 SH   SOLE   0 0 300
Procter & Gamble Co/The COM 742718109 13,978 160,388 SH   SOLE   134,600 0 25,788
Progressive Corp/The COM 743315103 1,927 43,700 SH   SOLE   0 0 43,700
Prudential Financial Inc COM 744320102 454 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 7,444 134,800 SH   SOLE   3,900 0 130,900
Quintiles IMS Holdings Inc COM 74876Y101 90 1,000 SH   SOLE   0 0 1,000
RDS/A US COM 780259206 38,666 726,950 SH   SOLE   726,950 0 0
RFPS Management Co II LP COM 749660106 3,137 155,200 SH   SOLE   155,200 0 0
RIO US COM 767204100 47,491 1,122,464 SH   SOLE   1,122,464 0 0
Red Hat Inc COM 756577102 7,957 83,100 SH   SOLE   0 0 83,100
ResMed Inc COM 761152107 1,573 20,200 SH   SOLE   0 0 20,200
Restaurant Brands Internation COM 76131D103 369 5,900 SH   SOLE   0 0 5,900
Rogers Communications Inc COM 775109200 2,807 59,400 SH   SOLE   57,900 0 1,500
Ross Stores Inc COM 778296103 185 3,200 SH   SOLE   0 0 3,200
Rowan Cos Plc COM 00B6SLMV1 3,501 341,900 SH   SOLE   341,900 0 0
Royal Bank of Canada COM 780087102 399 5,500 SH   SOLE   0 0 5,500
S&P Global Inc COM 78409V104 423 2,900 SH   SOLE   0 0 2,900
SBAC US COM 78410G104 81 600 SH   SOLE   0 0 600
SLG US COM 78440X101 243 2,300 SH   SOLE   0 0 2,300
SM Energy Co COM 78454L100 7,916 478,907 SH   SOLE   478,907 0 0
SNP US COM 16941R108 6,547 83,290 SH   SOLE   83,290 0 0
SPG US COM 828806109 615 3,800 SH   SOLE   0 0 3,800
SRC Energy Inc COM 78470V108 9,592 1,425,300 SH   SOLE   1,425,300 0 0
SVB Financial Group COM 78486Q101 1,389 7,900 SH   SOLE   0 0 7,900
SYNNEX Corp COM 87162W100 96 800 SH   SOLE   0 0 800
Schlumberger Ltd COM 806857108 34,814 528,771 SH   SOLE   523,971 0 4,800
Seagate Technology PLC COM 00B58JVZ5 2,240 57,800 SH   SOLE   55,900 0 1,900
Shaw Communications Inc COM 82028K200 2,550 117,100 SH   SOLE   113,000 0 4,100
Skyworks Solutions Inc COM 83088M102 67 700 SH   SOLE   0 0 700
Snap-on Inc COM 833034101 79 500 SH   SOLE   0 0 500
Southern Co/The COM 842587107 187 3,900 SH   SOLE   0 0 3,900
Splunk Inc COM 848637104 8,084 142,100 SH   SOLE   0 0 142,100
Square Inc COM 852234103 26,995 1,150,700 SH   SOLE   0 0 1,150,700
Starbucks Corp COM 855244109 10,018 171,800 SH   SOLE   0 0 171,800
Steel Dynamics Inc COM 858119100 16,569 462,700 SH   SOLE   462,700 0 0
Summit Materials Inc COM 86614U100 1,412 48,900 SH   SOLE   0 0 48,900
Suncor Energy Inc COM 867224107 21,430 733,900 SH   SOLE   713,600 0 20,300
Superior Energy Services Inc COM 868157108 13,134 1,259,292 SH   SOLE   1,233,392 0 25,900
Synchrony Financial COM 87165B103 75 2,500 SH   SOLE   0 0 2,500
Sysco Corp COM 871829107 226 4,500 SH   SOLE   0 0 4,500
T Rowe Price Group Inc COM 74144T108 2,798 37,700 SH   SOLE   35,900 0 1,800
TE Connectivity Ltd COM 010299318 118 1,500 SH   SOLE   0 0 1,500
TJX Cos Inc/The COM 872540109 87 1,200 SH   SOLE   0 0 1,200
TOT US COM 89151E109 37,838 763,012 SH   SOLE   763,012 0 0
Tahoe Resources Inc COM 873868103 9,205 1,067,830 SH   SOLE   1,067,830 0 0
Target Corp COM 87612E106 167 3,200 SH   SOLE   0 0 3,200
TechnipFMC PLC COM 00BDSFG98 11,920 438,232 SH   SOLE   430,732 0 7,500
Teck Resources Ltd COM 878742204 150 8,700 SH   SOLE   0 0 8,700
Teck Resources Ltd COM 878742204 4,297 247,951 SH   SOLE   247,951 0 0
Tesoro Corp COM 881609101 84 900 SH   SOLE   0 0 900
Texas Instruments Inc COM 882508104 739 9,600 SH   SOLE   0 0 9,600
Thermo Fisher Scientific Inc COM 883556102 366 2,100 SH   SOLE   0 0 2,100
Time Warner Inc COM 887317303 624 6,211 SH   SOLE   0 0 6,211
Toronto-Dominion Bank/The COM 891160509 569 11,300 SH   SOLE   0 0 11,300
TransCanada Corp COM 89353D107 962 20,200 SH   SOLE   18,300 0 1,900
TransUnion COM 89400J107 8,454 195,200 SH   SOLE   0 0 195,200
Travelers Cos Inc/The COM 89417E109 430 3,400 SH   SOLE   0 0 3,400
Twenty-First Century Fox Inc COM 90130A101 247 8,700 SH   SOLE   0 0 8,700
UBS Group AG COM 024476758 325 19,200 SH   SOLE   0 0 19,200
US Bancorp COM 902973304 78 1,500 SH   SOLE   0 0 1,500
Union Pacific Corp COM 907818108 479 4,400 SH   SOLE   0 0 4,400
United Parcel Service Inc COM 911312106 398 3,600 SH   SOLE   0 0 3,600
United Rentals Inc COM 911363109 68 600 SH   SOLE   0 0 600
UnitedHealth Group Inc COM 91324P102 1,502 8,100 SH   SOLE   0 0 8,100
Universal Health Services Inc COM 913903100 85 700 SH   SOLE   0 0 700
Valero Energy Corp COM 91913Y100 6,672 98,900 SH   SOLE   87,300 0 11,600
VeriSign Inc COM 92343E102 93 1,000 SH   SOLE   0 0 1,000
Verisk Analytics Inc COM 92345Y106 6,513 77,200 SH   SOLE   0 0 77,200
Verizon Communications Inc COM 92343V104 625 14,000 SH   SOLE   0 0 14,000
Visa Inc COM 92826C839 7,343 78,300 SH   SOLE   0 0 78,300
WY US COM 962166104 25,179 751,607 SH   SOLE   751,607 0 0
Wal-Mart Stores Inc COM 931142103 798 10,549 SH   SOLE   0 0 10,549
Walgreens Boots Alliance Inc COM 931427108 157 2,000 SH   SOLE   0 0 2,000
Walt Disney Co/The COM 254687106 1,413 13,300 SH   SOLE   0 0 13,300
Waste Management Inc COM 94106L109 81 1,100 SH   SOLE   0 0 1,100
Weatherford International PLC COM 00BLNN369 5,829 1,506,300 SH   SOLE   1,506,300 0 0
Wells Fargo & Co COM 949746101 1,341 24,200 SH   SOLE   0 0 24,200
Western Digital Corp COM 958102105 133 1,500 SH   SOLE   0 0 1,500
Western Union Co/The COM 959802109 1,638 86,000 SH   SOLE   80,200 0 5,800
Whirlpool Corp COM 963320106 77 400 SH   SOLE   0 0 400
Workday Inc COM 98138H101 7,081 73,000 SH   SOLE   0 0 73,000
Wyndham Worldwide Corp COM 98310W108 261 2,600 SH   SOLE   0 0 2,600
Xerox Corp COM 984121608 60 2,075 SH   SOLE   0 0 2,075
Xilinx Inc COM 983919101 154 2,400 SH   SOLE   0 0 2,400
Yum! Brands Inc COM 988498101 74 1,000 SH   SOLE   0 0 1,000
athenahealth Inc COM 04685W103 18,398 130,900 SH   SOLE   0 0 130,900
salesforce.com Inc COM 79466L302 9,864 113,900 SH   SOLE   0 0 113,900