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
ACTIVISION BLIZZARD INC COM 00507V109 172,010 2,592,851 SH   SOLE N/A 2,592,851 0 0
AFLAC INC COM 001055102 10,257 225,100 SH   SOLE N/A 225,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 344,473 1,928,900 SH   SOLE N/A 1,928,900 0 0
ALLSTATE CORP COM 020002101 10,096 103,200 SH   SOLE N/A 103,200 0 0
ALPHABET INC CAP STK CL C 02079K107 235,451 231,372 SH   SOLE N/A 231,372 0 0
ALPHABET INC CAP STK CL A 02079K305 15,904 15,610 SH   SOLE N/A 15,610 0 0
ALTRIA GROUP INC COM 02209S103 224,266 3,997,252 SH   SOLE N/A 3,997,252 0 0
AMAZON COM INC COM 023135106 189,733 121,136 SH   SOLE N/A 121,136 0 0
AMBEV SA SPONSORED ADR 02319V103 25,706 3,886,000 SH   SOLE N/A 3,886,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 62,168 3,363,185 SH   SOLE N/A 3,363,185 0 0
AMERISOURCEBERGEN CORP COM 03073E105 27,139 299,600 SH   SOLE N/A 299,600 0 0
AMPHENOL CORP NEW CL A 032095101 146,813 1,753,512 SH   SOLE N/A 1,753,512 0 0
APPLE INC COM 037833100 172,371 1,042,995 SH   SOLE N/A 1,042,995 0 0
ARAMARK COM 03852U106 9,574 255,900 SH   SOLE N/A 255,900 0 0
ASSURANT INC COM 04621X108 21,257 229,000 SH   SOLE N/A 229,000 0 0
AT&T INC COM 00206R102 9,071 277,609 SH   SOLE N/A 277,609 0 0
AVERY DENNISON CORP COM 053611109 9,831 93,800 SH   SOLE N/A 93,800 0 0
BAIDU INC SPON ADR REP A 056752108 156,154 622,500 SH   SOLE N/A 622,500 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 54,282 1,642,174 SH   SOLE N/A 1,642,174 0 0
BCE INC COM NEW 05534B760 9,847 231,928 SH   SOLE N/A 231,928 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 111,869 1,339,671 SH   SOLE N/A 1,339,671 0 0
CAE INC COM 124765108 114,777 6,062,860 SH   SOLE N/A 6,062,860 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 10,011 393,456 SH   SOLE N/A 393,456 0 0
CARDINAL HEALTH INC COM 14149Y108 23,629 368,200 SH   SOLE N/A 368,200 0 0
CDK GLOBAL INC COM 12508E101 10,195 156,300 SH   SOLE N/A 156,300 0 0
CDW CORP COM 12514G108 183,823 2,578,340 SH   SOLE N/A 2,578,340 0 0
CINCINNATI FINL CORP COM 172062101 9,481 134,800 SH   SOLE N/A 134,800 0 0
CITIGROUP INC COM NEW 172967424 235,549 3,450,000 SH   SOLE N/A 3,450,000 0 0
CLOROX CO DEL COM 189054109 8,973 76,600 SH   SOLE N/A 76,600 0 0
CME GROUP INC COM CL A 12572Q105 191,115 1,212,042 SH   SOLE N/A 1,212,042 0 0
COMCAST CORP NEW CL A 20030N101 240,988 7,678,458 SH   SOLE N/A 7,678,458 0 0
CONSTELLATION BRANDS INC CL A 21036P108 201,057 862,481 SH   SOLE N/A 862,481 0 0
CVS HEALTH CORP COM 126650100 22,767 326,500 SH   SOLE N/A 326,500 0 0
DICKS SPORTING GOODS INC COM 253393102 29,777 900,000 SH   SOLE N/A 900,000 0 0
DISNEY WALT CO COM DISNEY 254687106 9,904 98,700 SH   SOLE N/A 98,700 0 0
EOG RES INC COM 26875P101 156,114 1,320,816 SH   SOLE N/A 1,320,816 0 0
EQUINIX INC COM PAR $0.001 29444U700 240,346 571,111 SH   SOLE N/A 571,111 0 0
EVERSOURCE ENERGY COM 30040W108 10,079 167,300 SH   SOLE N/A 167,300 0 0
EXELON CORP COM 30161N101 10,196 256,800 SH   SOLE N/A 256,800 0 0
EXXON MOBIL CORP COM 30231G102 44,887 577,100 SH   SOLE N/A 577,100 0 0
FACEBOOK INC CL A 30303M102 337,655 1,963,053 SH   SOLE N/A 1,963,053 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 21,959 596,400 SH   SOLE N/A 596,400 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 9,124 98,238 SH   SOLE N/A 98,238 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 52,121 539,082 SH   SOLE N/A 539,082 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 9,949 171,700 SH   SOLE N/A 171,700 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 36,745 574,770 SH   SOLE N/A 574,770 0 0
HANESBRANDS INC COM 410345102 21,227 1,149,600 SH   SOLE N/A 1,149,600 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 10,365 192,500 SH   SOLE N/A 192,500 0 0
HASBRO INC COM 418056107 22,230 252,300 SH   SOLE N/A 252,300 0 0
HONEYWELL INTL INC COM 438516106 22,119 152,900 SH   SOLE N/A 152,900 0 0
HORMEL FOODS CORP COM 440452100 25,556 705,100 SH   SOLE N/A 705,100 0 0
INGREDION INC COM 457187102 9,310 76,900 SH   SOLE N/A 76,900 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 30,936 213,400 SH   SOLE N/A 213,400 0 0
ISHARES INC MSCI MLY ETF NEW 46434G814 95,721 2,729,817 SH   SOLE N/A 2,729,817 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 25,514 1,752,911 SH   SOLE N/A 1,752,911 0 0
JD COM INC SPON ADR CL A 47215P106 35,045 960,000 SH   SOLE N/A 960,000 0 0
JOHNSON & JOHNSON COM 478160104 14,507 114,407 SH   SOLE N/A 114,407 0 0
KIMBERLY CLARK CORP COM 494368103 9,431 91,100 SH   SOLE N/A 91,100 0 0
KRAFT HEINZ CO COM 500754106 15,912 282,200 SH   SOLE N/A 282,200 0 0
KROGER CO COM 501044101 26,107 1,036,600 SH   SOLE N/A 1,036,600 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302 22,607 2,741,942 SH   SOLE N/A 2,741,942 0 0
LOCKHEED MARTIN CORP COM 539830109 23,005 71,700 SH   SOLE N/A 71,700 0 0
MANULIFE FINL CORP COM 56501R106 147,196 7,799,375 SH   SOLE N/A 7,799,375 0 0
MARSH & MCLENNAN COS INC COM 571748102 176,564 2,166,027 SH   SOLE N/A 2,166,027 0 0
MASTERCARD INCORPORATED CL A 57636Q104 287,257 1,611,000 SH   SOLE N/A 1,611,000 0 0
MCDONALDS CORP COM 580135101 10,315 61,600 SH   SOLE N/A 61,600 0 0
MERCADOLIBRE INC COM 58733R102 25,816 76,000 SH   SOLE N/A 76,000 0 0
MERCK & CO INC COM 58933Y105 45,609 774,350 SH   SOLE N/A 774,350 0 0
MICROSOFT CORP COM 594918104 277,509 2,967,856 SH   SOLE N/A 2,967,856 0 0
NORDSTROM INC COM 655664100 29,560 584,700 SH   SOLE N/A 584,700 0 0
NVR INC COM 62944T105 75,687 24,504 SH   SOLE N/A 24,504 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 123,640 1,600,000 SH   SOLE N/A 1,600,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 15,393 269,765 SH   SOLE N/A 269,765 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 30,562 2,168,309 SH   SOLE N/A 2,168,309 0 0
PFIZER INC COM 717081103 10,095 275,700 SH   SOLE N/A 275,700 0 0
PHILIP MORRIS INTL INC COM 718172109 8,089 98,646 SH   SOLE N/A 98,646 0 0
PIONEER NAT RES CO COM 723787107 169,435 839,018 SH   SOLE N/A 839,018 0 0
PROCTER AND GAMBLE CO COM 742718109 9,114 126,000 SH   SOLE N/A 126,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 36,635 607,500 SH   SOLE N/A 607,500 0 0
PUBLIC STORAGE COM 74460D109 9,842 48,800 SH   SOLE N/A 48,800 0 0
QUEST DIAGNOSTICS INC COM 74834L100 10,152 100,300 SH   SOLE N/A 100,300 0 0
RAYTHEON CO COM NEW 755111507 288,204 1,406,455 SH   SOLE N/A 1,406,455 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 131,959 2,795,082 SH   SOLE N/A 2,795,082 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 21,532 283,000 SH   SOLE N/A 283,000 0 0
S&P GLOBAL INC COM 78409V104 146,830 778,485 SH   SOLE N/A 778,485 0 0
SCHWAB CHARLES CORP NEW COM 808513105 221,646 3,981,064 SH   SOLE N/A 3,981,064 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 10,654 518,209 SH   SOLE N/A 518,209 0 0
SYSCO CORP COM 871829107 10,170 162,700 SH   SOLE N/A 162,700 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 76,940 771,602 SH   SOLE N/A 771,602 0 0
TARGET CORP COM 87612E106 28,160 387,900 SH   SOLE N/A 387,900 0 0
TELEFLEX INC COM 879369106 155,310 579,590 SH   SOLE N/A 579,590 0 0
TELUS CORP COM 87971M103 10,190 284,742 SH   SOLE N/A 284,742 0 0
TEXAS INSTRS INC COM 882508104 130,239 1,284,218 SH   SOLE N/A 1,284,218 0 0
TJX COS INC NEW COM 872540109 10,063 118,600 SH   SOLE N/A 118,600 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 21,998 391,300 SH   SOLE N/A 391,300 0 0
TPG SPECIALTY LENDING INC COM 87265K102 62,915 3,488,476 SH   SOLE N/A 3,488,476 0 0
TRAVELERS COMPANIES INC COM 89417E109 9,448 71,800 SH   SOLE N/A 71,800 0 0
UNION PAC CORP COM 907818108 216,626 1,621,030 SH   SOLE N/A 1,621,030 0 0
UNITEDHEALTH GROUP INC COM 91324P102 328,252 1,387,637 SH   SOLE N/A 1,387,637 0 0
US BANCORP DEL COM NEW 902973304 21,509 426,300 SH   SOLE N/A 426,300 0 0
V F CORP COM 918204108 26,260 324,800 SH   SOLE N/A 324,800 0 0
VALE S A ADR 91912E105 59,707 4,312,536 SH   SOLE N/A 4,312,536 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 49,679 2,364,000 SH   SOLE N/A 2,364,000 0 0
VENTAS INC COM 92276F100 10,179 197,900 SH   SOLE N/A 197,900 0 0
VERISK ANALYTICS INC COM 92345Y106 84,678 795,586 SH   SOLE N/A 795,586 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 10,257 207,824 SH   SOLE N/A 207,824 0 0
W R BERKLEY CORPORATION COM 084423102 10,137 136,000 SH   SOLE N/A 136,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 102,356 1,540,457 SH   SOLE N/A 1,540,457 0 0
WELLS FARGO CO NEW COM 949746101 281,386 5,413,870 SH   SOLE N/A 5,413,870 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 76,978 872,371 SH   SOLE N/A 872,371 0 0
XYLEM INC COM 98419M100 132,646 1,819,692 SH   SOLE N/A 1,819,692 0 0
ZAYO GROUP HLDGS INC COM 98919V105 119,428 3,290,490 SH   SOLE N/A 3,290,490 0 0