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
ANSYS Inc COM 03662Q105 4,027 23,121 SH   SOLE   0 0 23,121
AT&T Inc COM 00206R102 4,479 139,484 SH   SOLE   139,484 0 0
AngloGold Ashanti Ltd COM 035128206 7,007 853,483 SH   SOLE   853,483 0 0
AbbVie Inc COM 00287Y109 6,940 74,909 SH   SOLE   74,909 0 0
Aerovironment Inc COM 008073108 16,452 230,327 SH   SOLE   0 0 230,327
Agnico Eagle Mines Ltd COM 008474108 5,551 121,119 SH   SOLE   121,119 0 0
Alamos Gold Inc COM 011532108 6,087 1,069,845 SH   SOLE   1,069,845 0 0
Albemarle Corp COM 012653101 9,697 102,795 SH   SOLE   58,331 0 44,464
Alcoa Corp COM 013872106 2,947 62,855 SH   SOLE   62,855 0 0
Alphabet Inc COM 02079K107 25,015 22,422 SH   SOLE   0 0 22,422
Altria Group Inc COM 02209S103 8,512 149,887 SH   SOLE   149,887 0 0
Amazon.com Inc COM 023135106 192,183 113,062 SH   SOLE   0 0 113,062
Ambarella Inc COM G037AX101 3,848 99,671 SH   SOLE   0 0 99,671
Anadarko Petroleum Corp COM 032511107 15,336 209,367 SH   SOLE   206,873 0 2,494
Apple Inc COM 037833100 115,452 623,693 SH   SOLE   0 0 623,693
Aptiv PLC COM G6095L109 24,147 263,530 SH   SOLE   0 0 263,530
Archer-Daniels-Midland Co COM 039483102 13,198 287,986 SH   SOLE   287,986 0 0
B2Gold Corp COM 11777Q209 5,528 2,142,575 SH   SOLE   2,142,575 0 0
Alibaba Group Holding Ltd COM 01609W102 91,044 490,722 SH   SOLE   0 0 490,722
Banco Bradesco SA COM 059460303 327 47,735 SH   SOLE   0 0 47,735
BHP Billiton PLC COM 05545E209 44,790 996,449 SH   SOLE   996,449 0 0
BCE Inc COM 05534B760 3,424 84,510 SH   SOLE   84,510 0 0
Baidu Inc COM 056752108 123,931 510,003 SH   SOLE   0 0 510,003
BP PLC COM 055622104 19,376 424,345 SH   SOLE   424,345 0 0
Bank of Nova Scotia/The COM 064149107 5,926 104,548 SH   SOLE   104,548 0 0
Barrick Gold Corp COM 067901108 12,012 914,831 SH   SOLE   914,831 0 0
Bristol-Myers Squibb Co COM 110122108 3,221 58,200 SH   SOLE   58,200 0 0
Bunge Ltd COM G16962105 8,162 117,086 SH   SOLE   117,086 0 0
CNOOC Ltd COM 126132109 3,935 22,978 SH   SOLE   22,978 0 0
CF Industries Holdings Inc COM 125269100 4,351 97,986 SH   SOLE   97,986 0 0
CVS Health Corp COM 126650100 5,847 90,855 SH   SOLE   90,855 0 0
Cemex SAB de CV COM 151290889 4,764 726,287 SH   SOLE   726,287 0 0
Cabot Oil & Gas Corp COM 127097103 8,512 357,648 SH   SOLE   350,076 0 7,572
Canadian Imperial Bank of Comm COM 136069101 3,034 34,871 SH   SOLE   34,871 0 0
Canadian Natural Resources Ltd COM 136385101 7,681 212,954 SH   SOLE   212,954 0 0
Charles Schwab Corp/The COM 808513105 33,758 660,632 SH   SOLE   0 0 660,632
Chevron Corp COM 166764100 19,405 153,486 SH   SOLE   151,425 0 2,061
Cisco Systems Inc COM 17275R102 11,745 272,949 SH   SOLE   272,949 0 0
Coca-Cola Co/The COM 191216100 10,703 244,034 SH   SOLE   244,034 0 0
Concho Resources Inc COM 20605P101 8,172 59,070 SH   SOLE   57,618 0 1,452
ConocoPhillips COM 20825C104 4,380 62,919 SH   SOLE   62,919 0 0
Cummins Inc COM 231021106 2,948 22,168 SH   SOLE   22,168 0 0
Deere & Co COM 244199105 12,747 91,180 SH   SOLE   0 0 91,180
Diamondback Energy Inc COM 25278X109 4,389 33,361 SH   SOLE   33,361 0 0
Domino's Pizza Inc COM 25754A201 24,209 85,796 SH   SOLE   0 0 85,796
DowDuPont Inc COM 26078J100 14,380 218,141 SH   SOLE   218,141 0 0
Dril-Quip Inc COM 262037104 3,150 61,288 SH   SOLE   61,288 0 0
EOG Resources Inc COM 26875P101 5,716 45,941 SH   SOLE   44,830 0 1,111
EQT Corp COM 26884L109 8,435 152,859 SH   SOLE   150,208 0 2,651
Eaton Corp PLC COM G29183103 4,366 58,416 SH   SOLE   58,416 0 0
Elbit Systems Ltd COM M3760D101 1,686 14,199 SH   SOLE   0 0 14,199
Exxon Mobil Corp COM 30231G102 41,244 498,537 SH   SOLE   495,142 0 3,395
Facebook Inc COM 30303M102 33,821 174,047 SH   SOLE   0 0 174,047
Fiserv Inc COM 337738108 27,094 365,684 SH   SOLE   0 0 365,684
Freeport-McMoRan Inc COM 35671D857 18,055 1,046,070 SH   SOLE   1,046,070 0 0
Gap Inc/The COM 364760108 634 19,587 SH   SOLE   19,587 0 0
Baker Hughes a GE Co COM 05722G100 8,012 242,567 SH   SOLE   239,865 0 2,702
General Mills Inc COM 370334104 4,405 99,526 SH   SOLE   99,526 0 0
General Motors Co COM 37045V100 11,233 285,106 SH   SOLE   0 0 285,106
Goldcorp Inc COM 380956409 3,457 252,121 SH   SOLE   252,121 0 0
Southern Copper Corp COM 84265V105 5,989 127,774 SH   SOLE   127,774 0 0
Guidewire Software Inc COM 40171V100 67,167 756,558 SH   SOLE   0 0 756,558
HDFC Bank Ltd COM 40415F101 28,489 271,270 SH   SOLE   0 0 271,270
Halliburton Co COM 406216101 20,748 460,453 SH   SOLE   457,439 0 3,014
Hess Corp COM 42809H107 5,563 83,169 SH   SOLE   83,169 0 0
Hortonworks Inc COM 440894103 26,549 1,457,143 SH   SOLE   0 0 1,457,143
Interactive Brokers Group Inc COM 45841N107 65,621 1,018,794 SH   SOLE   0 0 1,018,794
Intercontinental Exchange Inc COM 45866F104 25,096 341,215 SH   SOLE   0 0 341,215
International Business Machine COM 459200101 10,104 72,326 SH   SOLE   72,326 0 0
International Paper Co COM 460146103 17,307 332,313 SH   SOLE   332,313 0 0
Intuit Inc COM 461202103 54,412 266,329 SH   SOLE   0 0 266,329
JD.com Inc COM 47215P106 81,737 2,098,503 SH   SOLE   0 0 2,098,503
Las Vegas Sands Corp COM 517834107 4,334 56,761 SH   SOLE   56,761 0 0
LendingClub Corp COM 52603A109 71,247 18,798,555 SH   SOLE   0 0 18,798,555
LendingTree Inc COM 52603B107 81,491 381,155 SH   SOLE   0 0 381,155
Lockheed Martin Corp COM 539830109 6,248 21,148 SH   SOLE   21,148 0 0
LyondellBasell Industries NV COM N53745100 4,537 41,299 SH   SOLE   41,299 0 0
MSCI Inc COM 55354G100 26,323 159,120 SH   SOLE   0 0 159,120
Magna International Inc COM 559222401 5,411 93,084 SH   SOLE   0 0 93,084
Marathon Petroleum Corp COM 56585A102 4,369 62,278 SH   SOLE   62,278 0 0
Maxim Integrated Products Inc COM 57772K101 3,747 63,874 SH   SOLE   63,874 0 0
Medidata Solutions Inc COM 58471A105 38,473 477,575 SH   SOLE   0 0 477,575
MercadoLibre Inc COM 58733R102 70,583 236,118 SH   SOLE   0 0 236,118
Mosaic Co/The COM 61945C103 8,801 313,745 SH   SOLE   313,745 0 0
NVIDIA Corp COM 67066G104 83,095 350,759 SH   SOLE   0 0 350,759
Nasdaq Inc COM 631103108 41,818 458,180 SH   SOLE   0 0 458,180
Netflix Inc COM 64110L106 5,500 14,052 SH   SOLE   0 0 14,052
Newmont Mining Corp COM 651639106 4,210 111,652 SH   SOLE   111,652 0 0
NextEra Energy Inc COM 65339F101 1,494 8,946 SH   SOLE   8,946 0 0
Noble Energy Inc COM 655044105 9,828 278,581 SH   SOLE   272,869 0 5,712
Nucor Corp COM 670346105 12,753 204,052 SH   SOLE   204,052 0 0
Nutrien Ltd COM 67077M108 32,316 594,254 SH   SOLE   594,254 0 0
ONEOK Inc COM 682680103 3,745 53,634 SH   SOLE   51,031 0 2,603
Occidental Petroleum Corp COM 674599105 11,244 134,374 SH   SOLE   132,162 0 2,212
Oceaneering International Inc COM 675232102 4,425 173,802 SH   SOLE   172,974 0 828
Oil States International Inc COM 678026105 6,602 205,660 SH   SOLE   202,885 0 2,775
PACCAR Inc COM 693718108 6,112 98,643 SH   SOLE   0 0 98,643
Petroleo Brasileiro SA COM 71654V408 3,632 362,088 SH   SOLE   362,088 0 0
PetroChina Co Ltd COM 71646E100 3,932 51,552 SH   SOLE   51,552 0 0
Packaging Corp of America COM 695156109 5,249 46,955 SH   SOLE   46,955 0 0
Patterson-UTI Energy Inc COM 703481101 6,505 361,390 SH   SOLE   356,793 0 4,597
PayPal Holdings Inc COM 70450Y103 89,908 1,079,721 SH   SOLE   0 0 1,079,721
PepsiCo Inc COM 713448108 2,878 26,434 SH   SOLE   26,434 0 0
Pfizer Inc COM 717081103 601 16,558 SH   SOLE   16,558 0 0
Philip Morris International In COM 718172109 2,519 31,196 SH   SOLE   31,196 0 0
Phillips 66 COM 718546104 3,577 31,852 SH   SOLE   31,852 0 0
Pioneer Natural Resources Co COM 723787107 5,477 28,940 SH   SOLE   28,209 0 731
Praxair Inc COM 74005P104 3,692 23,347 SH   SOLE   23,347 0 0
Procter & Gamble Co/The COM 742718109 15,178 194,439 SH   SOLE   194,439 0 0
Public Service Enterprise Grou COM 744573106 3,059 56,499 SH   SOLE   56,499 0 0
Jagged Peak Energy Inc COM 47009K107 5,298 406,948 SH   SOLE   406,948 0 0
Royal Dutch Shell PLC COM 780259206 26,049 376,263 SH   SOLE   376,263 0 0
RPC Inc COM 749660106 5,545 380,560 SH   SOLE   376,502 0 4,058
Rio Tinto PLC COM 767204100 34,135 615,258 SH   SOLE   615,258 0 0
Red Hat Inc COM 756577102 31,671 235,702 SH   SOLE   0 0 235,702
Redfin Corp COM 75737F108 40,848 1,769,066 SH   SOLE   0 0 1,769,066
Rogers Communications Inc COM 775109200 3,973 83,583 SH   SOLE   83,583 0 0
Rowan Cos Plc COM G7665A101 3,123 192,512 SH   SOLE   190,511 0 2,001
China Petroleum & Chemical Cor COM 16941R108 4,170 46,421 SH   SOLE   46,421 0 0
Schlumberger Ltd COM 806857108 26,338 392,930 SH   SOLE   389,932 0 2,998
Seagate Technology PLC COM G7945M107 3,073 54,419 SH   SOLE   54,419 0 0
Shopify Inc COM 82509L107 57,618 394,944 SH   SOLE   0 0 394,944
Splunk Inc COM 848637104 57,790 583,091 SH   SOLE   0 0 583,091
Spotify Technology SA COM L8681T102 1,943 11,548 SH   SOLE   0 0 11,548
Square Inc COM 852234103 229,048 3,715,894 SH   SOLE   0 0 3,715,894
Starbucks Corp COM 855244109 39,423 807,031 SH   SOLE   0 0 807,031
Steel Dynamics Inc COM 858119100 11,971 260,519 SH   SOLE   260,519 0 0
Suncor Energy Inc COM 867224107 12,678 311,658 SH   SOLE   308,071 0 3,587
Superior Energy Services Inc COM 868157108 6,687 686,535 SH   SOLE   679,910 0 6,625
TOTAL SA COM 89151E109 24,294 401,163 SH   SOLE   401,163 0 0
Taiwan Semiconductor Manufactu COM 874039100 54,774 1,498,187 SH   SOLE   0 0 1,498,187
Tata Motors Ltd COM 876568502 6,092 311,600 SH   SOLE   0 0 311,600
Tahoe Resources Inc COM 873868103 1,895 385,165 SH   SOLE   385,165 0 0
TechnipFMC PLC COM G87110105 10,855 342,012 SH   SOLE   338,558 0 3,454
Teck Resources Ltd COM 878742204 7,418 291,473 SH   SOLE   291,473 0 0
Teradyne Inc COM 880770102 9,080 238,496 SH   SOLE   0 0 238,496
Tesla Inc COM 88160R101 37,569 109,548 SH   SOLE   0 0 109,548
TransUnion COM 89400J107 48,982 683,719 SH   SOLE   0 0 683,719
Trimble Inc COM 896239100 12,783 389,257 SH   SOLE   0 0 389,257
Twitter Inc COM 90184L102 5,553 127,153 SH   SOLE   0 0 127,153
Univar Inc COM 91336L107 3,512 133,832 SH   SOLE   133,832 0 0
Valero Energy Corp COM 91913Y100 7,316 66,012 SH   SOLE   65,129 0 883
Verisk Analytics Inc COM 92345Y106 28,507 264,835 SH   SOLE   0 0 264,835
Verizon Communications Inc COM 92343V104 16,349 324,971 SH   SOLE   324,971 0 0
Visa Inc COM 92826C839 30,836 232,816 SH   SOLE   0 0 232,816
Weyerhaeuser Co COM 962166104 14,180 388,919 SH   SOLE   388,919 0 0
Williams Cos Inc/The COM 969457100 3,866 142,611 SH   SOLE   142,611 0 0
Workday Inc COM 98138H101 32,307 266,737 SH   SOLE   0 0 266,737
Xcel Energy Inc COM 98389B100 2,053 44,942 SH   SOLE   44,942 0 0
Xilinx Inc COM 983919101 10,457 160,241 SH   SOLE   0 0 160,241
athenahealth Inc COM 04685W103 81,180 510,120 SH   SOLE   0 0 510,120
salesforce.com Inc COM 79466L302 56,789 416,345 SH   SOLE   0 0 416,345