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 73,817 1,583,881 SH   SOLE N/A 1,583,881 0 0
AFLAC INC COM 001055102 10,764 236,200 SH   SOLE N/A 236,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 295,677 2,157,200 SH   SOLE N/A 2,157,200 0 0
ALLSTATE CORP COM 020002101 9,299 112,500 SH   SOLE N/A 112,500 0 0
ALPHABET INC CAP STK CL C 02079K107 273,162 263,372 SH   SOLE N/A 263,372 0 0
ALPHABET INC CAP STK CL A 02079K305 12,619 12,066 SH   SOLE N/A 12,066 0 0
ALTRIA GROUP INC COM 02209S103 197,404 3,997,252 SH   SOLE N/A 3,997,252 0 0
AMAZON COM INC COM 023135106 210,638 140,061 SH   SOLE N/A 140,061 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 33,094 2,323,185 SH   SOLE N/A 2,323,185 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 31,717 350,600 SH   SOLE N/A 350,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 8,251 209,400 SH   SOLE N/A 209,400 0 0
AMPHENOL CORP NEW CL A 032095101 106,844 1,319,137 SH   SOLE N/A 1,319,137 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 10,672 850,000 SH   SOLE N/A 850,000 0 0
APPLE INC COM 037833100 137,494 870,573 SH   SOLE N/A 870,573 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 9,037 220,600 SH   SOLE N/A 220,600 0 0
ASSURANT INC COM 04621X108 23,511 262,900 SH   SOLE N/A 262,900 0 0
BAIDU INC SPON ADR REP A 056752108 74,582 469,350 SH   SOLE N/A 469,350 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 49,109 1,642,174 SH   SOLE N/A 1,642,174 0 0
BCE INC COM NEW 05534B760 10,799 273,028 SH   SOLE N/A 273,028 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 62,670 735,000 SH   SOLE N/A 735,000 0 0
BROADCOM INC COM 11135F101 29,445 115,800 SH   SOLE N/A 115,800 0 0
CAE INC COM 124765108 109,843 5,988,326 SH   SOLE N/A 5,988,326 0 0
CDK GLOBAL INC COM 12508E101 8,588 179,300 SH   SOLE N/A 179,300 0 0
CDW CORP COM 12514G108 85,904 1,059,823 SH   SOLE N/A 1,059,823 0 0
CME GROUP INC COM CL A 12572Q105 191,228 1,016,442 SH   SOLE N/A 1,016,442 0 0
COLGATE PALMOLIVE CO COM 194162103 9,822 165,000 SH   SOLE N/A 165,000 0 0
COMCAST CORP NEW CL A 20030N101 196,990 5,784,458 SH   SOLE N/A 5,784,458 0 0
CONSTELLATION BRANDS INC CL A 21036P108 113,211 703,981 SH   SOLE N/A 703,981 0 0
CVS HEALTH CORP COM 126650100 3,003 45,827 SH   SOLE N/A 45,827 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,697 454,800 SH   SOLE N/A 454,800 0 0
DISNEY WALT CO COM DISNEY 254687106 10,363 94,500 SH   SOLE N/A 94,500 0 0
ELECTRONIC ARTS INC COM 285512109 3,677 46,600 SH   SOLE N/A 46,600 0 0
EOG RES INC COM 26875P101 117,227 1,344,116 SH   SOLE N/A 1,344,116 0 0
EQUIFAX INC COM 294429105 139,813 1,501,187 SH   SOLE N/A 1,501,187 0 0
EQUINIX INC COM PAR $0.001 29444U700 204,628 580,283 SH   SOLE N/A 580,283 0 0
EVERSOURCE ENERGY COM 30040W108 11,635 178,900 SH   SOLE N/A 178,900 0 0
EXELON CORP COM 30161N101 11,396 252,700 SH   SOLE N/A 252,700 0 0
EXTRA SPACE STORAGE INC COM 30225T102 25,947 286,800 SH   SOLE N/A 286,800 0 0
EXXON MOBIL CORP COM 30231G102 8,772 128,600 SH   SOLE N/A 128,600 0 0
FACEBOOK INC CL A 30303M102 217,801 1,658,681 SH   SOLE N/A 1,658,681 0 0
FASTENAL CO COM 311900104 25,316 484,200 SH   SOLE N/A 484,200 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 33,248 1,058,000 SH   SOLE N/A 1,058,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,524 75,038 SH   SOLE N/A 75,038 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 40,341 469,082 SH   SOLE N/A 469,082 0 0
GENERAL DYNAMICS CORP COM 369550108 22,511 143,200 SH   SOLE N/A 143,200 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 10,656 174,000 SH   SOLE N/A 174,000 0 0
HORMEL FOODS CORP COM 440452100 36,619 857,900 SH   SOLE N/A 857,900 0 0
INGREDION INC COM 457187102 22,047 241,200 SH   SOLE N/A 241,200 0 0
IQVIA HLDGS INC COM 46266C105 211,498 1,820,200 SH   SOLE N/A 1,820,200 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 113,778 3,600,000 SH   SOLE N/A 3,600,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 118,333 2,010,250 SH   SOLE N/A 2,010,250 0 0
ISHARES INC MSCI MLY ETF NEW 46434G814 52,734 1,770,183 SH   SOLE N/A 1,770,183 0 0
ISHARES TR MSCI CHINA ETF 46429B671 56,940 1,082,000 SH   SOLE N/A 1,082,000 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 24,019 2,629,366 SH   SOLE N/A 2,629,366 0 0
JOHNSON & JOHNSON COM 478160104 4,905 38,007 SH   SOLE N/A 38,007 0 0
JUNIPER NETWORKS INC COM 48203R104 23,007 854,800 SH   SOLE N/A 854,800 0 0
KEYCORP NEW COM 493267108 20,369 1,378,600 SH   SOLE N/A 1,378,600 0 0
KIMBERLY CLARK CORP COM 494368103 11,057 97,000 SH   SOLE N/A 97,000 0 0
MANULIFE FINL CORP COM 56501R106 110,827 7,799,375 SH   SOLE N/A 7,799,375 0 0
MARSH & MCLENNAN COS INC COM 571748102 172,697 2,166,027 SH   SOLE N/A 2,166,027 0 0
MASTERCARD INCORPORATED CL A 57636Q104 306,681 1,625,702 SH   SOLE N/A 1,625,702 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 2,910 165,000 SH   SOLE N/A 165,000 0 0
MERCADOLIBRE INC COM 58733R102 14,348 49,000 SH   SOLE N/A 49,000 0 0
MERCK & CO INC COM 58933Y105 126,508 1,654,350 SH   SOLE N/A 1,654,350 0 0
MICROSOFT CORP COM 594918104 432,310 4,252,297 SH   SOLE N/A 4,252,297 0 0
MONDELEZ INTL INC CL A 609207105 109,765 2,742,400 SH   SOLE N/A 2,742,400 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 94,311 1,916,115 SH   SOLE N/A 1,916,115 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 12,240 252,300 SH   SOLE N/A 252,300 0 0
NETEASE INC SPONSORED ADR 64110W102 33,425 142,000 SH   SOLE N/A 142,000 0 0
NVIDIA CORP COM 67066G104 109,105 817,294 SH   SOLE N/A 817,294 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 125,315 2,041,464 SH   SOLE N/A 2,041,464 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 28,300 2,176,104 SH   SOLE N/A 2,176,104 0 0
PFIZER INC COM 717081103 10,977 251,500 SH   SOLE N/A 251,500 0 0
PHILLIPS 66 COM 718546104 30,206 350,600 SH   SOLE N/A 350,600 0 0
PIONEER NAT RES CO COM 723787107 111,750 849,618 SH   SOLE N/A 849,618 0 0
PNC FINL SVCS GROUP INC COM 693475105 22,816 195,200 SH   SOLE N/A 195,200 0 0
PROCTER AND GAMBLE CO COM 742718109 12,119 131,800 SH   SOLE N/A 131,800 0 0
PROGRESSIVE CORP OHIO COM 743315103 9,454 156,700 SH   SOLE N/A 156,700 0 0
PUBLIC STORAGE COM 74460D109 11,232 55,500 SH   SOLE N/A 55,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 8,603 103,300 SH   SOLE N/A 103,300 0 0
RAYTHEON CO COM NEW 755111507 221,560 1,444,991 SH   SOLE N/A 1,444,991 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 142,963 2,792,082 SH   SOLE N/A 2,792,082 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 23,944 349,800 SH   SOLE N/A 349,800 0 0
S&P GLOBAL INC COM 78409V104 198,286 1,166,695 SH   SOLE N/A 1,166,695 0 0
SCHWAB CHARLES CORP NEW COM 808513105 165,393 3,981,064 SH   SOLE N/A 3,981,064 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 10,331 570,609 SH   SOLE N/A 570,609 0 0
SMUCKER J M CO COM NEW 832696405 22,072 236,100 SH   SOLE N/A 236,100 0 0
SYSCO CORP COM 871829107 9,514 151,800 SH   SOLE N/A 151,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 140,821 1,367,125 SH   SOLE N/A 1,367,125 0 0
TARGET CORP COM 87612E106 19,746 298,700 SH   SOLE N/A 298,700 0 0
TELEFLEX INC COM 879369106 112,920 437,190 SH   SOLE N/A 437,190 0 0
TELUS CORP COM 87971M103 10,154 305,842 SH   SOLE N/A 305,842 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 22,723 456,900 SH   SOLE N/A 456,900 0 0
TPG SPECIALTY LENDING INC COM 87265K102 63,159 3,488,476 SH   SOLE N/A 3,488,476 0 0
TRAVELERS COMPANIES INC COM 89417E109 10,286 85,900 SH   SOLE N/A 85,900 0 0
UNION PAC CORP COM 907818108 166,381 1,203,830 SH   SOLE N/A 1,203,830 0 0
UNITEDHEALTH GROUP INC COM 91324P102 269,268 1,080,637 SH   SOLE N/A 1,080,637 0 0
VALE S A ADR 91912E105 30,969 2,347,036 SH   SOLE N/A 2,347,036 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 44,337 2,364,000 SH   SOLE N/A 2,364,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 11,486 204,324 SH   SOLE N/A 204,324 0 0
W R BERKLEY CORPORATION COM 084423102 10,405 140,900 SH   SOLE N/A 140,900 0 0
WELLS FARGO CO NEW COM 949746101 228,774 4,962,570 SH   SOLE N/A 4,962,570 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 106,534 1,087,078 SH   SOLE N/A 1,087,078 0 0
XYLEM INC COM 98419M100 174,520 2,615,320 SH   SOLE N/A 2,615,320 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,782 165,689 SH   SOLE N/A 165,689 0 0