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
ABBOTT LABORATORIES Common Stock 002824100 343 2,906 SH   SOLE   2,906 0 0
ABBVIE INC Common Stock 00287Y109 109,808 1,017,970 SH   SOLE   1,017,970 0 0
ACCENTURE PLC Common Stock G1151C101 151,158 472,488 SH   SOLE   472,488 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 21,345 275,815 SH   SOLE   275,815 0 0
ADIENT PLC Common Stock G0084W101 86,287 2,081,706 SH   SOLE   2,081,706 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 28,979 50,336 SH   SOLE   50,336 0 0
AERCAP HOLDINGS NV Common Stock N00985106 154,589 2,674,081 SH   SOLE   2,674,081 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 36,155 229,510 SH   SOLE   229,510 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108 52,097 1,004,391 SH   SOLE   1,004,391 0 0
ALCON INC Common Stock H01301128 21,457 266,647 SH   SOLE   266,647 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 305,060 2,060,522 SH   SOLE   2,060,522 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 22,649 34,036 SH   SOLE   34,036 0 0
ALLEGION PLC Common Stock G0176J109 225,892 1,708,969 SH   SOLE   1,708,969 0 0
ALLIANCE DATA SYSTEMS CORP Common Stock 018581108 33,978 336,781 SH   SOLE   336,781 0 0
ALLY FINANCIAL INC Common Stock 02005N100 101,234 1,983,034 SH   SOLE   1,983,034 0 0
ALPHABET INC Common Stock 02079K305 1,228,493 459,504 SH   SOLE   459,504 0 0
AMAZON.COM INC Common Stock 023135106 994,372 302,697 SH   SOLE   302,697 0 0
AMEDISYS INC Common Stock 023436108 18,036 120,969 SH   SOLE   120,969 0 0
AMERICAN EXPRESS CO Common Stock 025816109 145,007 865,559 SH   SOLE   865,559 0 0
AMERICAN TOWER CORP REIT 03027X100 20,873 78,644 SH   SOLE   78,644 0 0
ANGLOGOLD ASHANTI LTD ADR 035128206 1,479 92,478 SH   SOLE   92,478 0 0
ANSYS INC Common Stock 03662Q105 169,747 498,597 SH   SOLE   498,597 0 0
ANTHEM INC Common Stock 036752103 123,830 332,162 SH   SOLE   332,162 0 0
APPLE INC Common Stock 037833100 647,717 4,577,506 SH   SOLE   4,577,506 0 0
APPLIED MATERIALS INC Common Stock 038222105 13,431 104,337 SH   SOLE   104,337 0 0
APTIV PLC Common Stock G6095L109 157,424 1,056,751 SH   SOLE   1,056,751 0 0
ARCH CAPITAL GROUP LTD Common Stock G0450A105 16,314 427,302 SH   SOLE   427,302 0 0
ARISTA NETWORKS INC Common Stock 040413106 31,628 92,038 SH   SOLE   92,038 0 0
ASML HOLDING NV NY Reg Shrs N07059210 28,710 38,531 SH   SOLE   38,531 0 0
AUTODESK INC Common Stock 052769106 449,369 1,575,795 SH   SOLE   1,575,795 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 162,084 810,745 SH   SOLE   810,745 0 0
AUTOZONE INC Common Stock 053332102 214,441 126,291 SH   SOLE   126,291 0 0
B2GOLD CORP Common Stock 11777Q209 38,625 11,300,802 SH   SOLE   11,300,802 0 0
BANK OF AMERICA CORP Common Stock 060505104 158,625 3,736,754 SH   SOLE   3,736,754 0 0
BARRICK GOLD CORP Common Stock 067901108 90,225 4,998,612 SH   SOLE   4,998,612 0 0
BECTON DICKINSON AND CO Common Stock 075887109 660,165 2,685,562 SH   SOLE   2,685,562 0 0
BEYOND MEAT INC Common Stock 08862E109 74,665 709,337 SH   SOLE   709,337 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 913,192 384,685 SH   SOLE   384,685 0 0
BORGWARNER INC Common Stock 099724106 79,881 1,848,678 SH   SOLE   1,848,678 0 0
BROADCOM INC Common Stock 11135F101 556,462 1,147,510 SH   SOLE   1,147,510 0 0
BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 87,913 527,561 SH   SOLE   527,561 0 0
BURFORD CAPITAL LTD Common Stock G17977110 20,935 1,904,953 SH   SOLE   1,904,953 0 0
CARS.COM INC Common Stock 14575E105 61,671 4,875,154 SH   SOLE   4,875,154 0 0
CF INDUSTRIES HOLDINGS INC Common Stock 125269100 12,457 223,165 SH   SOLE   223,165 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 480,913 6,602,326 SH   SOLE   6,602,326 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 389,835 3,448,644 SH   SOLE   3,448,644 0 0
CHEMED CORP Common Stock 16359R103 62,006 133,311 SH   SOLE   133,311 0 0
CHUBB LTD Common Stock H1467J104 4,065 23,430 SH   SOLE   23,430 0 0
CISCO SYSTEMS INC/DELAWARE Common Stock 17275R102 536 9,844 SH   SOLE   9,844 0 0
CITIGROUP INC Common Stock 172967424 611,399 8,711,863 SH   SOLE   8,711,863 0 0
CLIFFS NATURAL RESOURCES INC Common Stock 185899101 8,708 439,576 SH   SOLE   439,576 0 0
CME GROUP INC/IL Common Stock 12572Q105 92,197 476,767 SH   SOLE   476,767 0 0
COCA-COLA EUROPACIFIC PARTNERS Common Stock G25839104 231,493 4,186,886 SH   SOLE   4,186,886 0 0
CONCENTRIX CORP Common Stock 20602D101 391,334 2,210,925 SH   SOLE   2,210,925 0 0
CONOCOPHILLIPS Common Stock 20825C104 14,356 211,836 SH   SOLE   211,836 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108 47,073 223,425 SH   SOLE   223,425 0 0
CORTEVA INC Common Stock 22052L104 3,913 92,992 SH   SOLE   92,992 0 0
CROWN CASTLE INTERNATIONAL COR REIT 22822V101 105,928 611,168 SH   SOLE   611,168 0 0
CTRIP.COM INTERNATIONAL LTD ADR 89677Q107 46,076 1,498,414 SH   SOLE   1,498,414 0 0
DANAHER CORP Common Stock 235851102 977 3,209 SH   SOLE   3,209 0 0
DAQO NEW ENERGY CORP ADR 23703Q203 3,100 54,385 SH   SOLE   54,385 0 0
DENTSPLY SIRONA INC Common Stock 24906P109 186,897 3,219,578 SH   SOLE   3,219,578 0 0
DESCARTES SYSTEMS GROUP INC/TH Common Stock 249906108 42,430 521,363 SH   SOLE   521,363 0 0
DIAGEO PLC ADR 25243Q205 10 51 SH   SOLE   51 0 0
DIGITAL REALTY TRUST INC REIT 253868103 20,945 145,000 SH   SOLE   145,000 0 0
DOLBY LABORATORIES INC Common Stock 25659T107 17,906 203,481 SH   SOLE   203,481 0 0
DOLLAR GENERAL CORP Common Stock 256677105 19,759 93,142 SH   SOLE   93,142 0 0
DR REDDY'S LABORATORIES LTD ADR 256135203 1,139 17,488 SH   SOLE   17,488 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 209,732 2,081,913 SH   SOLE   2,081,913 0 0
EBAY INC Common Stock 278642103 181,580 2,606,293 SH   SOLE   2,606,293 0 0
ECOLAB INC Common Stock 278865100 14,400 69,024 SH   SOLE   69,024 0 0
ELECTRONIC ARTS INC Common Stock 285512109 604,911 4,252,449 SH   SOLE   4,252,449 0 0
ESSENT GROUP LTD Common Stock G3198U102 34,984 794,911 SH   SOLE   794,911 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 779,886 2,600,228 SH   SOLE   2,600,228 0 0
EXXON MOBIL CORP Common Stock 30231G102 14,702 249,946 SH   SOLE   249,946 0 0
FACEBOOK INC Common Stock 30303M102 711,883 2,097,537 SH   SOLE   2,097,537 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 437,545 1,108,325 SH   SOLE   1,108,325 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 51,701 1,140,306 SH   SOLE   1,140,306 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 127,909 1,907,666 SH   SOLE   1,907,666 0 0
FOX CORP Common Stock 35137L105 412,853 10,293,030 SH   SOLE   10,293,030 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 181,865 5,590,694 SH   SOLE   5,590,694 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 49,465 1,067,887 SH   SOLE   1,067,887 0 0
GENERAC HOLDINGS INC Common Stock 368736104 258,666 632,947 SH   SOLE   632,947 0 0
GENERAL MOTORS CO Common Stock 37045V100 189,574 3,596,540 SH   SOLE   3,596,540 0 0
GREENLIGHT CAPITAL RE LTD Common Stock G4095J109 5,363 725,643 SH   SOLE   725,643 0 0
HDFC BANK LTD ADR 40415F101 175,212 2,397,205 SH   SOLE   2,397,205 0 0
HELMERICH & PAYNE INC Common Stock 423452101 14,630 533,729 SH   SOLE   533,729 0 0
HESS CORP Common Stock 42809H107 122,629 1,569,952 SH   SOLE   1,569,952 0 0
HOME DEPOT INC/THE Common Stock 437076102 118,665 361,496 SH   SOLE   361,496 0 0
IAMGOLD CORP Common Stock 450913108 7,812 3,456,569 SH   SOLE   3,456,569 0 0
ICON PLC Common Stock G4705A100 414,107 1,580,440 SH   SOLE   1,580,440 0 0
INFOSYS LTD ADR 456788108 349,192 15,694,005 SH   SOLE   15,694,005 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 324,761 2,828,439 SH   SOLE   2,828,439 0 0
INTERCONTINENTAL HOTELS ADR ADR 45857P806 12 191 SH   SOLE   191 0 0
INTUIT INC Common Stock 461202103 944,326 1,750,341 SH   SOLE   1,750,341 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 216,450 903,606 SH   SOLE   903,606 0 0
ISHARES MSCI CHINA A ETF ETP 46434V514 2,242 52,695 SH   SOLE   52,695 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 249,487 5,123,984 SH   SOLE   5,123,984 0 0
ISHARES MSCI SOUTH KOREA ETF ETP 464286772 4,531 56,179 SH   SOLE   56,179 0 0
ITRON INC Common Stock 465741106 134,488 1,778,230 SH   SOLE   1,778,230 0 0
JACKSON FINANCIAL INC Common Stock 46817M107 17,884 687,849 SH   SOLE   687,849 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 276,481 2,086,173 SH   SOLE   2,086,173 0 0
JOHNSON & JOHNSON Common Stock 478160104 1,042,066 6,452,421 SH   SOLE   6,452,421 0 0
JPMORGAN CHASE & CO Common Stock 46625H100 53,203 325,021 SH   SOLE   325,021 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 499,607 3,041,007 SH   SOLE   3,041,007 0 0
KINROSS GOLD CORP Common Stock 496902404 40,262 7,511,566 SH   SOLE   7,511,566 0 0
KIRKLAND LAKE GOLD LTD Common Stock 49741E100 107,782 2,588,006 SH   SOLE   2,588,006 0 0
KLA-TENCOR CORP Common Stock 482480100 44,374 132,654 SH   SOLE   132,654 0 0
LAM RESEARCH CORP Common Stock 512807108 130,850 229,904 SH   SOLE   229,904 0 0
LEAR CORP Common Stock 521865204 118,854 759,545 SH   SOLE   759,545 0 0
LINCOLN NATIONAL CORP Common Stock 534187109 101,927 1,482,569 SH   SOLE   1,482,569 0 0
LOCKHEED MARTIN CORP Common Stock 539830109 22,699 65,776 SH   SOLE   65,776 0 0
LYONDELLBASELL INDUSTRIES NV Common Stock N53745100 183,639 1,956,732 SH   SOLE   1,956,732 0 0
MAKEMYTRIP LTD Common Stock V5633W109 17,719 651,672 SH   SOLE   651,672 0 0
MARATHON PETROLEUM CORP Common Stock 56585A102 6,062 98,067 SH   SOLE   98,067 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 315,782 2,085,330 SH   SOLE   2,085,330 0 0
MASTERCARD INC Common Stock 57636Q104 405,012 1,164,900 SH   SOLE   1,164,900 0 0
MBIA INC Common Stock 55262C100 33,330 2,593,808 SH   SOLE   2,593,808 0 0
MCKESSON CORP Common Stock 58155Q103 138,187 693,084 SH   SOLE   693,084 0 0
MEDTRONIC PLC Common Stock G5960L103 463,007 3,693,711 SH   SOLE   3,693,711 0 0
MERCK & CO INC Common Stock 58933Y105 100,077 1,332,411 SH   SOLE   1,332,411 0 0
MGIC INVESTMENT CORP Common Stock 552848103 6,006 401,501 SH   SOLE   401,501 0 0
MICROSOFT CORP Common Stock 594918104 2,564,950 9,098,149 SH   SOLE   9,098,149 0 0
MODERNA INC Common Stock 60770K107 16,948 44,036 SH   SOLE   44,036 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 250,694 4,308,945 SH   SOLE   4,308,945 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 13,268 149,362 SH   SOLE   149,362 0 0
MOODY'S CORP Common Stock 615369105 1,102,383 3,104,343 SH   SOLE   3,104,343 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 130,450 1,340,566 SH   SOLE   1,340,566 0 0
MSCI INC Common Stock 55354G100 15,091 24,807 SH   SOLE   24,807 0 0
NASDAQ OMX GROUP INC/THE Common Stock 631103108 45,899 237,792 SH   SOLE   237,792 0 0
NET 1 UEPS TECHNOLOGIES INC Common Stock 64107N206 853 183,483 SH   SOLE   183,483 0 0
NETAPP INC Common Stock 64110D104 304,036 3,387,205 SH   SOLE   3,387,205 0 0
NETEASE INC ADR 64110W102 461,669 5,405,958 SH   SOLE   5,405,958 0 0
NEWMONT CORP Common Stock 651639106 112,863 2,078,508 SH   SOLE   2,078,508 0 0
NEXTERA ENERGY INC Common Stock 65339F101 353,330 4,499,877 SH   SOLE   4,499,877 0 0
NIKE INC Common Stock 654106103 409,869 2,822,204 SH   SOLE   2,822,204 0 0
NMI HOLDINGS INC Common Stock 629209305 8,562 378,694 SH   SOLE   378,694 0 0
NOMAD FOODS LTD Common Stock G6564A105 224,972 8,162,981 SH   SOLE   8,162,981 0 0
NORTHROP GRUMMAN CORP Common Stock 666807102 26,692 74,114 SH   SOLE   74,114 0 0
NOV INC Common Stock 62955J103 63,273 4,826,333 SH   SOLE   4,826,333 0 0
NUTRIEN LTD Common Stock 67077M108 21,001 323,626 SH   SOLE   323,626 0 0
NVIDIA CORP Common Stock 67066G104 94,327 455,332 SH   SOLE   455,332 0 0
NVR INC Common Stock 62944T105 5,710 1,191 SH   SOLE   1,191 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 263,461 1,345,081 SH   SOLE   1,345,081 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 18,637 30,500 SH   SOLE   30,500 0 0
PAN AMERICAN SILVER CORP Common Stock 697900108 45,072 1,936,910 SH   SOLE   1,936,910 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 437,630 1,681,832 SH   SOLE   1,681,832 0 0
PENTAIR PLC Common Stock G7S00T104 3 46 SH   SOLE   46 0 0
PEPSICO INC Common Stock 713448108 38,568 256,416 SH   SOLE   256,416 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 658,286 6,944,674 SH   SOLE   6,944,674 0 0
PHILLIPS 66 Common Stock 718546104 5,968 85,226 SH   SOLE   85,226 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 342,877 2,059,197 SH   SOLE   2,059,197 0 0
PLATINUM GROUP METALS LTD Common Stock 72765Q882 677 339,711 SH   SOLE   339,711 0 0
PRETIUM RESOURCES INC Common Stock 74139C102 27,162 2,808,982 SH   SOLE   2,808,982 0 0
PROCTER & GAMBLE CO/THE Common Stock 742718109 104,457 747,188 SH   SOLE   747,188 0 0
PROLOGIS INC REIT 74340W103 20,674 164,822 SH   SOLE   164,822 0 0
RADIAN GROUP INC Common Stock 750236101 5,114 225,069 SH   SOLE   225,069 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 288,536 3,356,628 SH   SOLE   3,356,628 0 0
REINSURANCE GROUP OF AMERICA I Common Stock 759351604 2,561 23,017 SH   SOLE   23,017 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 149,265 6,021,188 SH   SOLE   6,021,188 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 71,784 244,129 SH   SOLE   244,129 0 0
RYANAIR HOLDINGS PLC ADR 783513203 3,591 32,629 SH   SOLE   32,629 0 0
S&P GLOBAL INC Common Stock 78409V104 630,230 1,483,279 SH   SOLE   1,483,279 0 0
SABRE CORP Common Stock 78573M104 33,427 2,823,188 SH   SOLE   2,823,188 0 0
SAP SE ADR 803054204 30 220 SH   SOLE   220 0 0
SIMON PROPERTY GROUP INC REIT 828806109 36,642 281,927 SH   SOLE   281,927 0 0
SIX FLAGS ENTERTAINMENT CORP Common Stock 83001A102 92,185 2,169,069 SH   SOLE   2,169,069 0 0
SPROTT PHYSICAL SILVER TRUST Closed-End Fund 85207K107 571 74,319 SH   SOLE   74,319 0 0
SPROUTS FARMERS MARKET INC Common Stock 85208M102 77,338 3,337,865 SH   SOLE   3,337,865 0 0
SSR MINING INC Common Stock 784730103 51,014 3,506,390 SH   SOLE   3,506,390 0 0
STARBUCKS CORP Common Stock 855244109 404 3,664 SH   SOLE   3,664 0 0
STATE STREET CORP Common Stock 857477103 350,776 4,140,414 SH   SOLE   4,140,414 0 0
STEEL DYNAMICS INC Common Stock 858119100 11,475 196,219 SH   SOLE   196,219 0 0
STERIS PLC Common Stock G8473T100 61,598 301,537 SH   SOLE   301,537 0 0
STRYKER CORP Common Stock 863667101 13,505 51,208 SH   SOLE   51,208 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 238,978 369,432 SH   SOLE   369,432 0 0
SYNNEX CORP Common Stock 87162W100 56,464 542,403 SH   SOLE   542,403 0 0
SYNOPSYS INC Common Stock 871607107 300,421 1,003,378 SH   SOLE   1,003,378 0 0
SYSCO CORP Common Stock 871829107 22,529 286,995 SH   SOLE   286,995 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 394,425 3,532,695 SH   SOLE   3,532,695 0 0
TE CONNECTIVITY LTD Common Stock H84989104 194,521 1,417,587 SH   SOLE   1,417,587 0 0
TENCENT MUSIC ENTERTAINMENT GR ADR 88034P109 14,458 1,994,140 SH   SOLE   1,994,140 0 0
TERNIUM SA ADR 880890108 77,907 1,841,782 SH   SOLE   1,841,782 0 0
TEXAS ROADHOUSE INC Common Stock 882681109 28,993 317,451 SH   SOLE   317,451 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 317,345 555,450 SH   SOLE   555,450 0 0
TJX COS INC/THE Common Stock 872540109 13,467 204,105 SH   SOLE   204,105 0 0
TRADEWEB MARKETS INC Common Stock 892672106 15,708 194,455 SH   SOLE   194,455 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 472,761 2,738,262 SH   SOLE   2,738,262 0 0
TRANSUNION Common Stock 89400J107 317,204 2,824,360 SH   SOLE   2,824,360 0 0
TRIMBLE INC Common Stock 896239100 128,763 1,565,502 SH   SOLE   1,565,502 0 0
TWITTER INC Common Stock 90184L102 108,519 1,796,968 SH   SOLE   1,796,968 0 0
UNILEVER PLC ADR 904767704 16 296 SH   SOLE   296 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 553,581 1,416,750 SH   SOLE   1,416,750 0 0
VALE SA ADR 91912E105 106,648 7,645,044 SH   SOLE   7,645,044 0 0
VALERO ENERGY CORP Common Stock 91913Y100 6,222 88,168 SH   SOLE   88,168 0 0
VENTAS INC REIT 92276F100 10,737 194,483 SH   SOLE   194,483 0 0
VERISIGN INC Common Stock 92343E102 746,623 3,641,886 SH   SOLE   3,641,886 0 0
VISA INC Common Stock 92826C839 1,636,152 7,345,240 SH   SOLE   7,345,240 0 0
WALGREENS BOOTS ALLIANCE INC Common Stock 931427108 1,776 37,754 SH   SOLE   37,754 0 0
WASTE MANAGEMENT INC Common Stock 94106L109 314,629 2,106,513 SH   SOLE   2,106,513 0 0
WATSCO INC Common Stock 942622200 37,753 142,670 SH   SOLE   142,670 0 0
WEIGHT WATCHERS INTERNATIONAL Common Stock 98262P101 4,429 242,708 SH   SOLE   242,708 0 0
WEST FRASER TIMBER CO LTD Common Stock 952845105 7,933 94,208 SH   SOLE   94,208 0 0
WHEATON PRECIOUS METALS CORP Common Stock 962879102 44,185 1,175,768 SH   SOLE   1,175,768 0 0
WIPRO LTD ADR 97651M109 9,726 1,101,470 SH   SOLE   1,101,470 0 0
XTRACKERS HARVEST CSI 300 CHIN ETP 233051879 1,295 33,978 SH   SOLE   33,978 0 0
YUM CHINA HOLDINGS INC Common Stock 98850P109 112,608 1,907,345 SH   SOLE   1,907,345 0 0
ZOETIS INC Common Stock 98978V103 14,671 75,568 SH   SOLE   75,568 0 0