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 74,767 1,583,881 SH   SOLE N/A 1,583,881 0 0
AFLAC INC COM 001055102 11,460 209,100 SH   SOLE N/A 209,100 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 433,995 2,561,500 SH   SOLE N/A 2,561,500 0 0
ALLSTATE CORP COM 020002101 11,435 112,500 SH   SOLE N/A 112,500 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 13,800 12,752 SH   SOLE N/A 12,752 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 298,942 276,591 SH   SOLE N/A 276,591 0 0
ALTRIA GROUP INC COM 02209S103 135,489 2,860,540 SH   SOLE N/A 2,860,540 0 0
AMAZON.COM INC COM 023135106 264,722 140,061 SH   SOLE N/A 140,061 0 0
AMERICA MOVIL-SPN ADR CL L SPON ADR L SHS 02364W105 14,965 1,028,185 SH   SOLE N/A 1,028,185 0 0
AMERICAN ELECTRIC POWER COM 025537101 32,768 372,383 SH   SOLE N/A 372,383 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 37,545 366,700 SH   SOLE N/A 366,700 0 0
AMPHENOL CORP-CL A CL A 032095101 126,525 1,319,137 SH   SOLE N/A 1,319,137 0 0
ANGLOGOLD ASHANTI-SPON ADR SPONSORED ADR 035128206 40,239 2,260,000 SH   SOLE N/A 2,260,000 0 0
AON PLC SHS CL A G0408V102 206,657 1,109,387 SH   SOLE N/A 1,109,387 0 0
APPLE INC COM 037833100 172,308 870,573 SH   SOLE N/A 870,573 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 9,944 243,700 SH   SOLE N/A 243,700 0 0
ASSURANT INC COM 04621X108 40,872 384,500 SH   SOLE N/A 384,500 0 0
AUTOMATIC DATA PROCESSING COM 053015103 27,733 167,700 SH   SOLE N/A 167,700 0 0
BANCO SANTANDER-CHILE-ADR SP ADR REP COM 05965X109 39,416 1,317,174 SH   SOLE N/A 1,317,174 0 0
BANK OF AMERICA CORP COM 060505104 72,513 2,500,000 SH   SOLE N/A 2,500,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 8,878 201,200 SH   SOLE N/A 201,200 0 0
BB&T CORP COM 054937107 10,499 213,800 SH   SOLE N/A 213,800 0 0
BCE INC COM NEW 05534B760 10,560 232,428 SH   SOLE N/A 232,428 0 0
BEST BUY CO INC COM 086516101 25,256 362,400 SH   SOLE N/A 362,400 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 62,967 735,000 SH   SOLE N/A 735,000 0 0
BOOKING HOLDINGS INC COM 09857L108 168,837 90,092 SH   SOLE N/A 90,092 0 0
BROADCOM INC COM 11135F101 24,865 86,400 SH   SOLE N/A 86,400 0 0
BROADRIDGE FINANCIAL SOLUTIO COM 11133T103 87,343 684,268 SH   SOLE N/A 684,268 0 0
C.H. ROBINSON WORLDWIDE INC COM NEW 12541W209 27,134 321,700 SH   SOLE N/A 321,700 0 0
CAE INC COM 124765108 161,809 6,032,330 SH   SOLE N/A 6,032,330 0 0
CANADIAN NATL RAILWAY CO COM 136375102 26,669 288,700 SH   SOLE N/A 288,700 0 0
CDK GLOBAL INC COM 12508E101 8,621 174,400 SH   SOLE N/A 174,400 0 0
CGI INC CL A SUB VTG 12532H104 11,450 149,300 SH   SOLE N/A 149,300 0 0
CME GROUP INC COM 12572Q105 233,075 1,200,830 SH   SOLE N/A 1,200,830 0 0
COLGATE-PALMOLIVE CO COM 194162103 10,858 151,600 SH   SOLE N/A 151,600 0 0
COMCAST CORP-CLASS A CL A 20030N101 262,511 6,208,145 SH   SOLE N/A 6,208,145 0 0
CONSTELLATION BRANDS INC-A CL A 21036P108 138,730 703,981 SH   SOLE N/A 703,981 0 0
CREDICORP LTD COM G2519Y108 34,358 170,000 SH   SOLE N/A 170,000 0 0
DOMINION ENERGY INC COM 25746U109 35,733 462,297 SH   SOLE N/A 462,297 0 0
DUKE ENERGY CORP COM NEW 26441C204 36,779 416,920 SH   SOLE N/A 416,920 0 0
ELECTRONIC ARTS INC COM 285512109 4,719 46,600 SH   SOLE N/A 46,600 0 0
ELI LILLY & CO COM 532457108 25,600 231,100 SH   SOLE N/A 231,100 0 0
EOG RESOURCES INC COM 26875P101 177,729 1,907,272 SH   SOLE N/A 1,907,272 0 0
EQUINIX INC COM 29444U700 171,340 339,856 SH   SOLE N/A 339,856 0 0
EVEREST RE GROUP LTD COM G3223R108 11,904 47,600 SH   SOLE N/A 47,600 0 0
EVERSOURCE ENERGY COM 30040W108 11,066 146,100 SH   SOLE N/A 146,100 0 0
EXELON CORP COM 30161N101 29,995 625,681 SH   SOLE N/A 625,681 0 0
EXXON MOBIL CORP COM 30231G102 36,379 474,800 SH   SOLE N/A 474,800 0 0
FACEBOOK INC-CLASS A CL A 30303M102 320,109 1,658,681 SH   SOLE N/A 1,658,681 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 38,278 951,600 SH   SOLE N/A 951,600 0 0
FIRST REPUBLIC BANK/CA COM 33616C100 3,707 38,038 SH   SOLE N/A 38,038 0 0
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 49,740 514,082 SH   SOLE N/A 514,082 0 0
GENUINE PARTS CO COM 372460105 9,515 91,900 SH   SOLE N/A 91,900 0 0
GRUPO FINANCIERO GALICIA-ADR SPONSORED ADR 399909100 15,977 450,000 SH   SOLE N/A 450,000 0 0
HARTFORD FINANCIAL SVCS GRP COM 416515104 11,599 208,300 SH   SOLE N/A 208,300 0 0
HORMEL FOODS CORP COM 440452100 37,360 921,900 SH   SOLE N/A 921,900 0 0
IHS MARKIT LTD SHS G47567105 7,292 114,749 SH   SOLE N/A 114,749 0 0
IMPERIAL OIL LTD COM NEW 453038408 25,965 938,900 SH   SOLE N/A 938,900 0 0
INTEL CORP COM 458140100 25,187 526,100 SH   SOLE N/A 526,100 0 0
IQVIA HOLDINGS INC COM 46266C105 292,670 1,820,200 SH   SOLE N/A 1,820,200 0 0
ISHARES MSCI MALAYSIA ETF MSCI MLY ETF NEW 46434G814 63,851 2,145,183 SH   SOLE N/A 2,145,183 0 0
ISHARES MSCI SOUTH KOREA ETF MSCI STH KOR ETF 464286772 121,102 2,022,250 SH   SOLE N/A 2,022,250 0 0
ISHARES MSCI TAIWAN ETF MSCI TAIWAN ETF 46434G772 99,187 2,840,000 SH   SOLE N/A 2,840,000 0 0
ITAU UNIBANCO H-SPON PRF ADR SPON ADR REP PFD 465562106 20,069 2,129,366 SH   SOLE N/A 2,129,366 0 0
JD.COM INC-ADR SPON ADR CL A 47215P106 44,670 1,475,000 SH   SOLE N/A 1,475,000 0 0
JM SMUCKER CO/THE COM NEW 832696405 24,460 212,300 SH   SOLE N/A 212,300 0 0
KELLOGG CO COM 487836108 9,847 183,800 SH   SOLE N/A 183,800 0 0
KIMBERLY-CLARK CORP COM 494368103 11,238 84,300 SH   SOLE N/A 84,300 0 0
KOHLS CORP COM 500255104 18,694 393,300 SH   SOLE N/A 393,300 0 0
M & T BANK CORP COM 55261F104 10,846 63,800 SH   SOLE N/A 63,800 0 0
MANULIFE FINANCIAL CORP COM 56501R106 143,253 7,884,682 SH   SOLE N/A 7,884,682 0 0
MARRIOTT INTERNATIONAL -CL A CL A 571903202 135,135 963,223 SH   SOLE N/A 963,223 0 0
MARSH & MCLENNAN COS COM 571748102 93,303 936,117 SH   SOLE N/A 936,117 0 0
MASTERCARD INC - A CL A 57636Q104 429,966 1,625,702 SH   SOLE N/A 1,625,702 0 0
MEDTRONIC PLC SHS CL A G5960L103 28,974 297,500 SH   SOLE N/A 297,500 0 0
MELCO RESORTS & ENTERT-ADR ADR 585464100 3,585 165,000 SH   SOLE N/A 165,000 0 0
MERCADOLIBRE INC COM 58733R102 29,976 49,000 SH   SOLE N/A 49,000 0 0
MERCK & CO. INC. COM 58933Y105 144,189 1,719,295 SH   SOLE N/A 1,719,295 0 0
MICROSOFT CORP COM 594918104 569,489 4,252,297 SH   SOLE N/A 4,252,297 0 0
MONDELEZ INTERNATIONAL INC-A CL A 609207105 106,293 1,972,228 SH   SOLE N/A 1,972,228 0 0
MONSTER BEVERAGE CORP COM 61174X109 80,619 1,262,930 SH   SOLE N/A 1,262,930 0 0
NETEASE INC-ADR SPONSORED ADR 64110W102 56,028 219,000 SH   SOLE N/A 219,000 0 0
NEXTERA ENERGY INC COM 65339F101 46,331 226,185 SH   SOLE N/A 226,185 0 0
NVIDIA CORP COM 67066G104 64,633 393,732 SH   SOLE N/A 393,732 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 36,690 730,000 SH   SOLE N/A 730,000 0 0
PETROLEO BRASILEIRO-SPON ADR SPONSORED ADR 71654V408 40,097 2,576,104 SH   SOLE N/A 2,576,104 0 0
PFIZER INC COM 717081103 10,426 240,600 SH   SOLE N/A 240,600 0 0
PHILLIPS 66 COM 718546104 28,684 306,800 SH   SOLE N/A 306,800 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 130,654 849,618 SH   SOLE N/A 849,618 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 11,158 81,400 SH   SOLE N/A 81,400 0 0
PUBLIC STORAGE COM 74460D109 11,264 47,300 SH   SOLE N/A 47,300 0 0
QUEST DIAGNOSTICS INC COM 74834L100 11,625 114,200 SH   SOLE N/A 114,200 0 0
RAYTHEON COMPANY COM NEW 755111507 266,121 1,530,046 SH   SOLE N/A 1,530,046 0 0
ROGERS COMMUNICATIONS INC-B CL B 775109200 256,219 4,799,219 SH   SOLE N/A 4,799,219 0 0
ROYAL BANK OF CANADA COM 780087102 26,691 336,500 SH   SOLE N/A 336,500 0 0
S&P GLOBAL INC COM 78409V104 265,843 1,166,695 SH   SOLE N/A 1,166,695 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 92,341 410,705 SH   SOLE N/A 410,705 0 0
SCHWAB (CHARLES) CORP COM 808513105 160,059 3,981,064 SH   SOLE N/A 3,981,064 0 0
SHAW COMMUNICATIONS INC-B CL B CONV 82028K200 10,070 495,009 SH   SOLE N/A 495,009 0 0
SOUTHERN CO/THE COM 842587107 33,598 607,938 SH   SOLE N/A 607,938 0 0
STARBUCKS CORP COM 855244109 28,559 340,700 SH   SOLE N/A 340,700 0 0
SUN LIFE FINANCIAL INC COM 866796105 26,960 652,000 SH   SOLE N/A 652,000 0 0
SYSCO CORP COM 871829107 10,937 154,900 SH   SOLE N/A 154,900 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 75,086 661,349 SH   SOLE N/A 661,349 0 0
TELEFLEX INC COM 879369106 144,716 437,190 SH   SOLE N/A 437,190 0 0
TELUS CORP COM 87971M103 10,298 279,242 SH   SOLE N/A 279,242 0 0
TORONTO-DOMINION BANK COM NEW 891160509 27,632 473,700 SH   SOLE N/A 473,700 0 0
TRAVELERS COS INC/THE COM 89417E109 11,291 75,500 SH   SOLE N/A 75,500 0 0
UNION PACIFIC CORP COM 907818108 127,080 751,373 SH   SOLE N/A 751,373 0 0
UNITEDHEALTH GROUP INC COM 91324P102 102,952 421,993 SH   SOLE N/A 421,993 0 0
US BANCORP COM NEW 902973304 11,057 211,200 SH   SOLE N/A 211,200 0 0
VALE SA-SP ADR SPONSORED ADS 91912E105 25,506 1,897,036 SH   SOLE N/A 1,897,036 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 10,073 176,324 SH   SOLE N/A 176,324 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 27,415 501,600 SH   SOLE N/A 501,600 0 0
WALMART INC COM 931142103 11,673 105,700 SH   SOLE N/A 105,700 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 12,851 92,000 SH   SOLE N/A 92,000 0 0
WELLS FARGO & CO COM 949746101 173,945 3,677,870 SH   SOLE N/A 3,677,870 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 135,972 1,087,078 SH   SOLE N/A 1,087,078 0 0
WESTERN UNION CO COM 959802109 27,505 1,383,200 SH   SOLE N/A 1,383,200 0 0
WR BERKLEY CORP COM 084423102 12,722 193,049 SH   SOLE N/A 193,049 0 0
XYLEM INC COM 98419M100 169,601 2,028,599 SH   SOLE N/A 2,028,599 0 0
YANDEX NV-A SHS CLASS A N97284108 24,123 665,000 SH   SOLE N/A 665,000 0 0