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
AGCO CORP COM 001084102 5,504 97,900 SH   SOLE   97,900 0 0
AGL RES INC COM 001204106 1,590 28,900 SH   SOLE   28,900 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 4,076 331,413 SH   SOLE   331,413 0 0
AT&T INC COM 00206R102 16,057 454,100 SH   SOLE   454,100 0 0
ABBOTT LABS COM 002824100 8,597 210,200 SH   SOLE   210,200 0 0
ABBVIE INC COM 00287Y109 7,642 135,400 SH   SOLE   135,400 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 11,677 516,896 SH   SOLE   516,896 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,713 12,700 SH   SOLE   12,700 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 150 20,900 SH   SOLE   20,900 0 0
AEGERION PHARMACEUTICALS INC COM 00767E102 18,157 565,800 SH   SOLE   565,800 0 0
AETNA INC NEW COM 00817Y108 1,784 22,000 SH   SOLE   22,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 60,714 1,485,899 SH   SOLE   1,485,899 0 0
AGRIUM INC COM 008916108 37,746 386,152 SH   SOLE   386,152 0 0
ALAMOS GOLD INC COM 011527108 10,426 966,260 SH   SOLE   966,260 0 0
ALIGN TECHNOLOGY INC COM 016255101 14,531 259,290 SH   SOLE   259,290 0 0
ALLEGHANY CORP DEL COM 017175100 5,520 12,600 SH   SOLE   12,600 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 20,284 449,753 SH   SOLE   449,753 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 27,498 884,165 SH   SOLE   884,165 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 21,227 1,322,550 SH   SOLE   1,322,550 0 0
AMAZON COM INC COM 023135106 30,140 92,800 SH   SOLE   92,800 0 0
AMEREN CORP COM 023608102 24,538 600,250 SH   SOLE   600,250 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 6,449 275,500 SH   SOLE   275,500 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 17,122 313,700 SH   SOLE   313,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,661 51,800 SH   SOLE   51,800 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,458 49,700 SH   SOLE   49,700 0 0
AMERISOURCEBERGEN CORP COM 03073E105 15,927 219,200 SH   SOLE   219,200 0 0
AMYRIS INC COM 03236M101 125 33,471 SH   SOLE   33,471 0 0
ANADARKO PETE CORP COM 032511107 2,573 23,500 SH   SOLE   23,500 0 0
APOLLO ED GROUP INC CL A 037604105 9,318 298,187 SH   SOLE   298,187 0 0
APPLE INC COM 037833100 49,002 527,300 SH   SOLE   527,300 0 0
APPLIED MATLS INC COM 038222105 11,309 501,500 SH   SOLE   501,500 0 0
ARCBEST CORP COM 03937C105 12,473 286,669 SH   SOLE   286,669 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 7,785 176,500 SH   SOLE   176,500 0 0
ARUBA NETWORKS INC COM 043176106 11,462 654,230 SH   SOLE   654,230 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 5,767 83,899 SH   SOLE   83,899 0 0
ASHLAND INC NEW COM 044209104 6,307 58,000 SH   SOLE   58,000 0 0
ATMOS ENERGY CORP COM 049560105 26,663 499,310 SH   SOLE   499,310 0 0
AURICO GOLD INC COM 05155C105 3,393 744,100 SH   SOLE   744,100 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 13,565 171,100 SH   SOLE   171,100 0 0
AUTOZONE INC COM 053332102 20,323 37,900 SH   SOLE   37,900 0 0
AVERY DENNISON CORP COM 053611109 4,346 84,800 SH   SOLE   84,800 0 0
AXIALL CORP COM 05463D100 10,529 222,750 SH   SOLE   222,750 0 0
BCE INC COM NEW 05534B760 30,497 630,100 SH   SOLE   630,100 0 0
BAIDU INC SPON ADR REP A 056752108 45,290 242,440 SH   SOLE   242,440 0 0
BANK MONTREAL QUE COM 063671101 201,786 2,567,900 SH   SOLE   2,567,900 0 0
BANK NEW YORK MELLON CORP COM 064058100 21,030 561,100 SH   SOLE   561,100 0 0
BANK N S HALIFAX COM 064149107 85,907 1,207,572 SH   SOLE   1,207,572 0 0
BARD C R INC COM 067383109 12,900 90,200 SH   SOLE   90,200 0 0
BARRICK GOLD CORP COM 067901108 35,033 1,792,900 SH   SOLE   1,792,900 0 0
BAYTEX ENERGY CORP COM 07317Q105 6,102 123,900 SH   SOLE   123,900 0 0
B/E AEROSPACE INC COM 073302101 19,464 210,444 SH   SOLE   210,444 0 0
BELLATRIX EXPLORATION LTD COM 078314101 2,070 223,500 SH   SOLE   223,500 0 0
BERKLEY W R CORP COM 084423102 9,058 195,600 SH   SOLE   195,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,958 197,200 SH   SOLE   197,200 0 0
BERRY PLASTICS GROUP INC COM 08579W103 789 30,600 SH   SOLE   30,600 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 15,304 246,000 SH   SOLE   246,000 0 0
BIOGEN IDEC INC COM 09062X103 28,693 91,000 SH   SOLE   91,000 0 0
BIOMED REALTY TRUST INC COM 09063H107 28,441 1,302,841 SH   SOLE   1,302,841 0 0
BLACKROCK INC COM 09247X101 8,981 28,100 SH   SOLE   28,100 0 0
BLOCK H & R INC COM 093671105 2,876 85,800 SH   SOLE   85,800 0 0
BONANZA CREEK ENERGY INC COM 097793103 374,537 7,587,859 SH   SOLE   7,587,859 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 16,341 1,047,475 SH   SOLE   1,047,475 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 4,730 97,500 SH   SOLE   97,500 0 0
BROOKDALE SR LIVING INC COM 112463104 16,704 501,020 SH   SOLE   501,020 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 41,444 881,600 SH   SOLE   881,600 0 0
B2GOLD CORP COM 11777Q209 4,036 1,297,800 SH   SOLE   1,297,800 0 0
CAE INC COM 124765108 33,444 2,395,700 SH   SOLE   2,395,700 0 0
CBL & ASSOC PPTYS INC COM 124830100 14,228 748,825 SH   SOLE   748,825 0 0
CBOE HLDGS INC COM 12503M108 13,224 268,730 SH   SOLE   268,730 0 0
CBRE GROUP INC CL A 12504L109 22,898 714,675 SH   SOLE   714,675 0 0
CF INDS HLDGS INC COM 125269100 601 2,500 SH   SOLE   2,500 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 472 7,400 SH   SOLE   7,400 0 0
CMS ENERGY CORP COM 125896100 6,513 209,075 SH   SOLE   209,075 0 0
CVS CAREMARK CORPORATION COM 126650100 17,403 230,900 SH   SOLE   230,900 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 7,559 428,300 SH   SOLE   428,300 0 0
CAMECO CORP COM 13321L108 21,503 1,027,380 SH   SOLE   1,027,380 0 0
CAMPBELL SOUP CO COM 134429109 220 4,800 SH   SOLE   4,800 0 0
CDN IMPERIAL BK COMM TORONTO COM 136069101 191,510 1,972,300 SH   SOLE   1,972,300 0 0
CANADIAN NATL RY CO COM 136375102 44,208 637,000 SH   SOLE   637,000 0 0
CANADIAN NAT RES LTD COM 136385101 235,859 4,810,500 SH   SOLE   4,810,500 0 0
CANADIAN PAC RY LTD COM 13645T100 123,583 639,300 SH   SOLE   639,300 0 0
CAPITAL ONE FINL CORP COM 14040H105 23,417 283,500 SH   SOLE   283,500 0 0
CATAMARAN CORP COM 148887102 1,399 29,700 SH   SOLE   29,700 0 0
CATERPILLAR INC DEL COM 149123101 9,802 90,200 SH   SOLE   90,200 0 0
CELESTICA INC SUB VTG SHS 15101Q108 4,761 354,800 SH   SOLE   354,800 0 0
CENTENE CORP DEL COM 15135B101 13,194 174,503 SH   SOLE   174,503 0 0
CENOVUS ENERGY INC COM 15135U109 34,896 1,008,854 SH   SOLE   1,008,854 0 0
CENTURY ALUM CO COM 156431108 11,410 727,700 SH   SOLE   727,700 0 0
CERNER CORP COM 156782104 13,204 256,000 SH   SOLE   256,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 2,297 14,500 SH   SOLE   14,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 8,776 122,400 SH   SOLE   122,400 0 0
CHUBB CORP COM 171232101 10,249 111,200 SH   SOLE   111,200 0 0
CHURCH & DWIGHT INC COM 171340102 13,822 197,600 SH   SOLE   197,600 0 0
CIMAREX ENERGY CO COM 171798101 31,936 222,615 SH   SOLE   222,615 0 0
CISCO SYS INC COM 17275R102 10,405 418,700 SH   SOLE   418,700 0 0
CITIGROUP INC COM NEW 172967424 5,073 107,700 SH   SOLE   107,700 0 0
COACH INC COM 189754104 550 16,100 SH   SOLE   16,100 0 0
COLFAX CORP COM 194014106 3,585 48,100 SH   SOLE   48,100 0 0
COMCAST CORP NEW CL A 20030N101 25,396 473,100 SH   SOLE   473,100 0 0
COMERICA INC COM 200340107 12,618 251,560 SH   SOLE   251,560 0 0
COMMSCOPE HLDG CO INC COM 20337X109 9,720 420,225 SH   SOLE   420,225 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 26,743 589,434 SH   SOLE   589,434 0 0
COMPASS MINERALS INTL INC COM 20451N101 1,245 13,000 SH   SOLE   13,000 0 0
COMSTOCK RES INC COM NEW 205768203 5,190 179,975 SH   SOLE   179,975 0 0
CON-WAY INC COM 205944101 2,939 58,309 SH   SOLE   58,309 0 0
CONCUR TECHNOLOGIES INC COM 206708109 10,511 112,610 SH   SOLE   112,610 0 0
CONOCOPHILLIPS COM 20825C104 29,140 339,900 SH   SOLE   339,900 0 0
CONSOL ENERGY INC COM 20854P109 27,908 605,766 SH   SOLE   605,766 0 0
CONSOLIDATED EDISON INC COM 209115104 14,591 252,700 SH   SOLE   252,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,842 43,600 SH   SOLE   43,600 0 0
COOPER COS INC COM NEW 216648402 9,278 68,460 SH   SOLE   68,460 0 0
COTT CORP QUE COM 22163N106 2,484 329,500 SH   SOLE   329,500 0 0
COVANCE INC COM 222816100 15,855 185,260 SH   SOLE   185,260 0 0
CRESCENT PT ENERGY CORP COM 22576C101 8,063 170,500 SH   SOLE   170,500 0 0
CROWN CASTLE INTL CORP COM 228227104 9,134 123,000 SH   SOLE   123,000 0 0
CROWN HOLDINGS INC COM 228368106 15,443 310,345 SH   SOLE   310,345 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 33,773 483,720 SH   SOLE   483,720 0 0
CUMULUS MEDIA INC CL A 231082108 4,443 674,225 SH   SOLE   674,225 0 0
CYTEC INDS INC COM 232820100 19,813 187,940 SH   SOLE   187,940 0 0
D R HORTON INC COM 23331A109 12,196 496,175 SH   SOLE   496,175 0 0
DENBURY RES INC COM NEW 247916208 18,772 1,016,923 SH   SOLE   1,016,923 0 0
DESCARTES SYS GROUP INC COM 249906108 14,218 929,869 SH   SOLE   929,869 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,456 106,500 SH   SOLE   106,500 0 0
DEVRY ED GROUP INC COM 251893103 3,557 84,000 SH   SOLE   84,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 7,577 102,000 SH   SOLE   102,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 5,677 78,200 SH   SOLE   78,200 0 0
DIRECTV COM 25490A309 15,242 179,300 SH   SOLE   179,300 0 0
DOLLAR GEN CORP NEW COM 256677105 7,778 135,600 SH   SOLE   135,600 0 0
DOMINION DIAMOND CORP COM 257287102 1,483 96,200 SH   SOLE   96,200 0 0
DOMINION RES INC VA NEW COM 25746U109 10,950 153,100 SH   SOLE   153,100 0 0
DONNELLEY R R & SONS CO COM 257867101 13,268 782,300 SH   SOLE   782,300 0 0
DOW CHEM CO COM 260543103 23,270 452,200 SH   SOLE   452,200 0 0
DRESSER-RAND GROUP INC COM 261608103 1,829 28,700 SH   SOLE   28,700 0 0
DREW INDS INC COM NEW 26168L205 8,139 162,742 SH   SOLE   162,742 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 6,319 85,172 SH   SOLE   85,172 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 1,840 16,700 SH   SOLE   16,700 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 19,573 726,000 SH   SOLE   726,000 0 0
EAGLE MATERIALS INC COM 26969P108 20,154 213,770 SH   SOLE   213,770 0 0
EATON VANCE CORP COM NON VTG 278265103 15,754 416,875 SH   SOLE   416,875 0 0
EBAY INC COM 278642103 18,903 377,600 SH   SOLE   377,600 0 0
ECOLAB INC COM 278865100 8,941 80,300 SH   SOLE   80,300 0 0
EDISON INTL COM 281020107 2,685 46,200 SH   SOLE   46,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,047 58,800 SH   SOLE   58,800 0 0
ELDORADO GOLD CORP NEW COM 284902103 6,197 759,400 SH   SOLE   759,400 0 0
ELECTRONIC ARTS INC COM 285512109 4,229 117,900 SH   SOLE   117,900 0 0
EMERSON ELEC CO COM 291011104 6,278 94,600 SH   SOLE   94,600 0 0
ENCANA CORP COM 292505104 52,544 2,078,500 SH   SOLE   2,078,500 0 0
ENBRIDGE INC COM 29250N105 38,661 763,600 SH   SOLE   763,600 0 0
ENERSYS COM 29275Y102 6,177 89,790 SH   SOLE   89,790 0 0
ENERPLUS CORP COM 292766102 3,638 135,300 SH   SOLE   135,300 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 4,081 656,075 SH   SOLE   656,075 0 0
EQUINIX INC COM NEW 29444U502 6,744 32,100 SH   SOLE   32,100 0 0
EXPEDITORS INTL WASH INC COM 302130109 4,844 109,700 SH   SOLE   109,700 0 0
EXXON MOBIL CORP COM 30231G102 6,121 60,800 SH   SOLE   60,800 0 0
FMC TECHNOLOGIES INC COM 30249U101 13,802 226,000 SH   SOLE   226,000 0 0
FACEBOOK INC CL A 30303M102 33,376 496,000 SH   SOLE   496,000 0 0
FAMILY DLR STORES INC COM 307000109 6,429 97,200 SH   SOLE   97,200 0 0
FASTENAL CO COM 311900104 8,908 180,000 SH   SOLE   180,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 11,778 97,400 SH   SOLE   97,400 0 0
F5 NETWORKS INC COM 315616102 19,772 177,420 SH   SOLE   177,420 0 0
FIFTH THIRD BANCORP COM 316773100 7,594 355,700 SH   SOLE   355,700 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 956 82,900 SH   SOLE   82,900 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 21,790 396,260 SH   SOLE   396,260 0 0
FIRST SOLAR INC COM 336433107 11,718 164,900 SH   SOLE   164,900 0 0
FIRSTSERVICE CORP SUB VTG SH 33761N109 8,498 157,138 SH   SOLE   157,138 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 14,423 109,430 SH   SOLE   109,430 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 14,310 152,800 SH   SOLE   152,800 0 0
FOREST LABS INC COM 345838106 20,790 210,000 SH   SOLE   210,000 0 0
FOSSIL GROUP INC COM 34988V106 4,244 40,600 SH   SOLE   40,600 0 0
FORTUNA SILVER MINES INC COM 349915108 471 79,800 SH   SOLE   79,800 0 0
FRANCO NEVADA CORP COM 351858105 68,202 1,113,500 SH   SOLE   1,113,500 0 0
FRANKLIN RES INC COM 354613101 3,245 56,100 SH   SOLE   56,100 0 0
GATX CORP COM 361448103 30,118 449,920 SH   SOLE   449,920 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 21,966 1,180,950 SH   SOLE   1,180,950 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 3,350 98,616 SH   SOLE   98,616 0 0
GAMESTOP CORP NEW CL A 36467W109 7,790 192,500 SH   SOLE   192,500 0 0
GANNETT INC COM 364730101 18,961 605,575 SH   SOLE   605,575 0 0
GAP INC DEL COM 364760108 5,246 126,200 SH   SOLE   126,200 0 0
GENERAC HLDGS INC COM 368736104 17,778 364,750 SH   SOLE   364,750 0 0
GENERAL MLS INC COM 370334104 15,720 299,200 SH   SOLE   299,200 0 0
GENERAL MTRS CO COM 37045V100 5,293 145,800 SH   SOLE   145,800 0 0
GENESEE & WYO INC CL A 371559105 34,637 329,880 SH   SOLE   329,880 0 0
GENTEX CORP COM 371901109 5,276 181,354 SH   SOLE   181,354 0 0
GENWORTH FINL INC COM CL A 37247D106 32,986 1,895,760 SH   SOLE   1,895,760 0 0
GILEAD SCIENCES INC COM 375558103 25,246 304,500 SH   SOLE   304,500 0 0
GILDAN ACTIVEWEAR INC COM 375916103 7,104 113,000 SH   SOLE   113,000 0 0
GOLDCORP INC NEW COM 380956409 60,686 2,037,800 SH   SOLE   2,037,800 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 4,712 169,625 SH   SOLE   169,625 0 0
GOOGLE INC CL A 38259P508 26,369 45,100 SH   SOLE   45,100 0 0
GOOGLE INC CL C 38259P706 23,874 41,500 SH   SOLE   41,500 0 0
GRAHAM HLDGS CO COM 384637104 1,364 1,900 SH   SOLE   1,900 0 0
GRAN TIERRA ENERGY INC COM 38500T101 1,322 152,500 SH   SOLE   152,500 0 0
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 754 19,100 SH   SOLE   19,100 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 9,988 853,675 SH   SOLE   853,675 0 0
GRAY TELEVISION INC COM 389375106 5,823 443,503 SH   SOLE   443,503 0 0
GREENBRIER COS INC COM 393657101 9,442 163,925 SH   SOLE   163,925 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 84,373 2,230,900 SH   SOLE   2,230,900 0 0
HCA HOLDINGS INC COM 40412C101 705 12,500 SH   SOLE   12,500 0 0
HCC INS HLDGS INC COM 404132102 21,039 429,900 SH   SOLE   429,900 0 0
HANESBRANDS INC COM 410345102 8,972 91,140 SH   SOLE   91,140 0 0
HARMAN INTL INDS INC COM 413086109 29,659 276,082 SH   SOLE   276,082 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 7,017 266,700 SH   SOLE   266,700 0 0
HELMERICH & PAYNE INC COM 423452101 8,464 72,900 SH   SOLE   72,900 0 0
HERSHEY CO COM 427866108 14,644 150,400 SH   SOLE   150,400 0 0
HEWLETT PACKARD CO COM 428236103 14,361 426,400 SH   SOLE   426,400 0 0
HILLSHIRE BRANDS CO COM 432589109 1,558 25,000 SH   SOLE   25,000 0 0
HOLOGIC INC COM 436440101 14,070 555,025 SH   SOLE   555,025 0 0
HOME DEPOT INC COM 437076102 19,001 234,700 SH   SOLE   234,700 0 0
HORMEL FOODS CORP COM 440452100 14,578 295,400 SH   SOLE   295,400 0 0
HUBBELL INC CL B 443510201 22,415 182,010 SH   SOLE   182,010 0 0
HUDBAY MINERALS INC COM 443628102 930 94,270 SH   SOLE   94,270 0 0
HUNTINGTON BANCSHARES INC COM 446150104 27,709 2,904,500 SH   SOLE   2,904,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 11,246 118,895 SH   SOLE   118,895 0 0
HUNTSMAN CORP COM 447011107 43,432 1,545,605 SH   SOLE   1,545,605 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 914 13,200 SH   SOLE   13,200 0 0
ITT CORP NEW COM NEW 450911201 20,098 417,841 SH   SOLE   417,841 0 0
IAMGOLD CORP COM 450913108 9,008 2,051,900 SH   SOLE   2,051,900 0 0
IDEXX LABS INC COM 45168D104 20,914 156,580 SH   SOLE   156,580 0 0
IHS INC CL A 451734107 22,094 162,854 SH   SOLE   162,854 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,459 39,500 SH   SOLE   39,500 0 0
IMAX CORP COM 45245E109 2,474 81,680 SH   SOLE   81,680 0 0
IMPERIAL OIL LTD COM NEW 453038408 6,067 107,900 SH   SOLE   107,900 0 0
INFORMATICA CORP COM 45666Q102 11,002 308,610 SH   SOLE   308,610 0 0
INFOBLOX INC COM 45672H104 5,531 420,579 SH   SOLE   420,579 0 0
INFOSYS LTD SPONSORED ADR 456788108 42,796 795,900 SH   SOLE   795,900 0 0
INGRAM MICRO INC CL A 457153104 14,350 491,270 SH   SOLE   491,270 0 0
INTEL CORP COM 458140100 13,713 443,800 SH   SOLE   443,800 0 0
INTEGRYS ENERGY GROUP INC COM 45822P105 3,557 50,000 SH   SOLE   50,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 16,224 89,500 SH   SOLE   89,500 0 0
INTUIT COM 461202103 1,538 19,100 SH   SOLE   19,100 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,648 38,000 SH   SOLE   38,000 0 0
ISHARES RUS 2000 GRW ETF COM 464287648 1,661 12,000 SH   SOLE   12,000 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 4,289 343,935 SH   SOLE   343,935 0 0
JPMORGAN CHASE & CO COM 46625H100 20,415 354,300 SH   SOLE   354,300 0 0
JARDEN CORP COM 471109108 23,598 397,615 SH   SOLE   397,615 0 0
JETBLUE AIRWAYS CORP COM 477143101 10,500 967,725 SH   SOLE   967,725 0 0
JOHNSON & JOHNSON COM 478160104 40,413 386,288 SH   SOLE   386,288 0 0
JONES LANG LASALLE INC COM 48020Q107 23,899 189,091 SH   SOLE   189,091 0 0
JUNIPER NETWORKS INC COM 48203R104 13,242 539,620 SH   SOLE   539,620 0 0
JUST ENERGY GROUP INC COM 48213W101 783 127,600 SH   SOLE   127,600 0 0
KAR AUCTION SVCS INC COM 48238T109 7,053 221,300 SH   SOLE   221,300 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 15,374 143,000 SH   SOLE   143,000 0 0
KELLOGG CO COM 487836108 940 14,300 SH   SOLE   14,300 0 0
KIMBERLY CLARK CORP COM 494368103 23,212 208,700 SH   SOLE   208,700 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 17,738 224,737 SH   SOLE   224,737 0 0
KINDRED HEALTHCARE INC COM 494580103 13,049 564,900 SH   SOLE   564,900 0 0
KINROSS GOLD CORP COM NO PAR 496902404 11,076 2,505,833 SH   SOLE   2,505,833 0 0
KIOR INC CL A 497217109 2,804 7,786,617 SH   SOLE   7,786,617 0 0
KORN FERRY INTL COM NEW 500643200 7,459 253,975 SH   SOLE   253,975 0 0
KRAFT FOODS GROUP INC COM 50076Q106 3,771 62,900 SH   SOLE   62,900 0 0
KROGER CO COM 501044101 16,139 326,500 SH   SOLE   326,500 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 25,511 211,270 SH   SOLE   211,270 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 9,492 92,700 SH   SOLE   92,700 0 0
LAM RESEARCH CORP COM 512807108 10,779 159,505 SH   SOLE   159,505 0 0
LAS VEGAS SANDS CORP COM 517834107 18,903 248,000 SH   SOLE   248,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 32,185 732,975 SH   SOLE   732,975 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 3,469 47,000 SH   SOLE   47,000 0 0
LIBERTY PPTY TR SH BEN INT 531172104 27,861 734,546 SH   SOLE   734,546 0 0
LILLY ELI & CO COM 532457108 23,015 370,200 SH   SOLE   370,200 0 0
LINCOLN ELEC HLDGS INC COM 533900106 20,212 289,240 SH   SOLE   289,240 0 0
LINCOLN NATL CORP IND COM 534187109 15,974 310,540 SH   SOLE   310,540 0 0
MGM RESORTS INTERNATIONAL COM 552953101 12,762 483,425 SH   SOLE   483,425 0 0
MSC INDL DIRECT INC CL A 553530106 5,423 56,700 SH   SOLE   56,700 0 0
MWI VETERINARY SUPPLY INC COM 55402X105 13,984 98,489 SH   SOLE   98,489 0 0
MAGNA INTL INC COM 559222401 139,337 1,213,100 SH   SOLE   1,213,100 0 0
MANPOWERGROUP INC COM 56418H100 9,891 116,565 SH   SOLE   116,565 0 0
MANULIFE FINL CORP COM 56501R106 81,998 3,866,000 SH   SOLE   3,866,000 0 0
MARATHON PETE CORP COM 56585A102 2,600 33,300 SH   SOLE   33,300 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 762 13,000 SH   SOLE   13,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 15,613 118,235 SH   SOLE   118,235 0 0
MASTERCARD INC CL A 57636Q104 21,512 292,800 SH   SOLE   292,800 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 4,294 127,000 SH   SOLE   127,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 14,297 199,700 SH   SOLE   199,700 0 0
MCDONALDS CORP COM 580135101 21,286 211,300 SH   SOLE   211,300 0 0
MCGRAW HILL FINL INC COM 580645109 5,970 71,900 SH   SOLE   71,900 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 15,902 371,460 SH   SOLE   371,460 0 0
MEDIVATION INC COM 58501N101 12,621 163,740 SH   SOLE   163,740 0 0
MERCADOLIBRE INC COM 58733R102 9,254 97,000 SH   SOLE   97,000 0 0
MERCK & CO INC NEW COM 58933Y105 3,500 60,500 SH   SOLE   60,500 0 0
MERUS LABS INTL INC NEW COM 59047R101 3,517 1,496,731 SH   SOLE   1,496,731 0 0
METHANEX CORP COM 59151K108 48,732 738,700 SH   SOLE   738,700 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 24,291 95,945 SH   SOLE   95,945 0 0
MICROS SYS INC COM 594901100 9,357 137,800 SH   SOLE   137,800 0 0
MICROSOFT CORP COM 594918104 70,348 1,687,000 SH   SOLE   1,687,000 0 0
MICRON TECHNOLOGY INC COM 595112103 10,877 330,100 SH   SOLE   330,100 0 0
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 20,780 1,052,700 SH   SOLE   1,052,700 0 0
MONSANTO CO NEW COM 61166W101 39,792 319,000 SH   SOLE   319,000 0 0
MOODYS CORP COM 615369105 12,570 143,400 SH   SOLE   143,400 0 0
MORGAN STANLEY COM NEW 617446448 18,024 557,500 SH   SOLE   557,500 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 885 13,300 SH   SOLE   13,300 0 0
NATIONAL CINEMEDIA INC COM 635309107 3,119 178,100 SH   SOLE   178,100 0 0
NATIONAL OILWELL VARCO INC COM 637071101 28,707 348,600 SH   SOLE   348,600 0 0
NETEASE INC SPONSORED ADR 64110W102 6,919 88,300 SH   SOLE   88,300 0 0
NEUSTAR INC CL A 64126X201 1,254 48,200 SH   SOLE   48,200 0 0
NEVSUN RES LTD COM 64156L101 1,780 444,900 SH   SOLE   444,900 0 0
NEW GOLD INC CDA COM 644535106 7,814 1,154,246 SH   SOLE   1,154,246 0 0
NEW YORK TIMES CO CL A 650111107 4,082 268,375 SH   SOLE   268,375 0 0
NEWMONT MINING CORP COM 651639106 880 34,600 SH   SOLE   34,600 0 0
NEWS CORP NEW CL B 65249B208 10,288 589,593 SH   SOLE   589,593 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 14,128 273,738 SH   SOLE   273,738 0 0
NIKE INC CL B 654106103 19,000 245,000 SH   SOLE   245,000 0 0
NORTH AMERN ENERGY PARTNERS COM 656844107 341 39,650 SH   SOLE   39,650 0 0
NUVASIVE INC COM 670704105 10,152 285,412 SH   SOLE   285,412 0 0
OGE ENERGY CORP COM 670837103 2,122 54,310 SH   SOLE   54,310 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 21,370 141,900 SH   SOLE   141,900 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 22,158 215,900 SH   SOLE   215,900 0 0
OIL STS INTL INC COM 678026105 2,032 31,700 SH   SOLE   31,700 0 0
OMNICOM GROUP INC COM 681919106 3,931 55,200 SH   SOLE   55,200 0 0
ON SEMICONDUCTOR CORP COM 682189105 17,185 1,880,250 SH   SOLE   1,880,250 0 0
OPEN TEXT CORP COM 683715106 29,143 569,200 SH   SOLE   569,200 0 0
ORACLE CORP COM 68389X105 27,123 669,200 SH   SOLE   669,200 0 0
ORBITZ WORLDWIDE INC COM 68557K109 9,620 1,080,950 SH   SOLE   1,080,950 0 0
PBF ENERGY INC CL A 69318G106 15,256 572,473 SH   SOLE   572,473 0 0
PNC FINL SVCS GROUP INC COM 693475105 19,858 223,000 SH   SOLE   223,000 0 0
PTC INC COM 69370C100 8,482 218,600 SH   SOLE   218,600 0 0
PACKAGING CORP AMER COM 695156109 24,754 346,257 SH   SOLE   346,257 0 0
PALL CORP COM 696429307 880 10,300 SH   SOLE   10,300 0 0
PALO ALTO NETWORKS INC COM 697435105 14,145 168,690 SH   SOLE   168,690 0 0
PAN AMERICAN SILVER CORP COM 697900108 3,709 226,700 SH   SOLE   226,700 0 0
PANDORA MEDIA INC COM 698354107 12,396 420,205 SH   SOLE   420,205 0 0
PATTERSON COMPANIES INC COM 703395103 751 19,000 SH   SOLE   19,000 0 0
PAYCHEX INC COM 704326107 10,968 263,900 SH   SOLE   263,900 0 0
PEMBINA PIPELINE CORP COM 706327103 73,718 1,605,701 SH   SOLE   1,605,701 0 0
PENGROWTH ENERGY CORP COM 70706P104 230 30,000 SH   SOLE   30,000 0 0
PENN WEST PETE LTD NEW COM 707887105 728 69,900 SH   SOLE   69,900 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 12,274 809,100 SH   SOLE   809,100 0 0
PEPCO HOLDINGS INC COM 713291102 1,374 50,000 SH   SOLE   50,000 0 0
PEPSICO INC COM 713448108 25,047 280,352 SH   SOLE   280,352 0 0
PETSMART INC COM 716768106 1,639 27,400 SH   SOLE   27,400 0 0
PFIZER INC COM 717081103 16,544 557,400 SH   SOLE   557,400 0 0
PHILLIPS 66 COM 718546104 21,805 271,100 SH   SOLE   271,100 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 4,790 175,075 SH   SOLE   175,075 0 0
PINNACLE WEST CAP CORP COM 723484101 2,406 41,600 SH   SOLE   41,600 0 0
PINNACLE FOODS INC DEL COM 72348P104 5,817 176,800 SH   SOLE   176,800 0 0
PITNEY BOWES INC COM 724479100 13,143 475,850 SH   SOLE   475,850 0 0
POLYONE CORP COM 73179P106 22,646 537,390 SH   SOLE   537,390 0 0
POTASH CORP SASK INC COM 73755L107 17,636 434,600 SH   SOLE   434,600 0 0
PRAXAIR INC COM 74005P104 14,400 108,400 SH   SOLE   108,400 0 0
PRECISION CASTPARTS CORP COM 740189105 4,367 17,300 SH   SOLE   17,300 0 0
PRECISION DRILLING CORP COM 2010 74022D308 43,657 2,988,928 SH   SOLE   2,988,928 0 0
PRICELINE GRP INC COM NEW 741503403 22,256 18,500 SH   SOLE   18,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,179 204,200 SH   SOLE   204,200 0 0
PROGRESSIVE WASTE SOLUTIONS COM 74339G101 381 13,900 SH   SOLE   13,900 0 0
PROSPERITY BANCSHARES INC COM 743606105 6,639 106,050 SH   SOLE   106,050 0 0
PROTECTIVE LIFE CORP COM 743674103 7,268 104,836 SH   SOLE   104,836 0 0
PRUDENTIAL FINL INC COM 744320102 7,457 84,000 SH   SOLE   84,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 15,733 385,700 SH   SOLE   385,700 0 0
QLIK TECHNOLOGIES INC COM 74733T105 13,036 576,326 SH   SOLE   576,326 0 0
QUALCOMM INC COM 747525103 17,392 219,600 SH   SOLE   219,600 0 0
RPM INTL INC COM 749685103 15,253 330,300 SH   SOLE   330,300 0 0
RPX CORP COM 74972G103 362 20,400 SH   SOLE   20,400 0 0
RANGE RES CORP COM 75281A109 7,904 90,900 SH   SOLE   90,900 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 49,836 982,379 SH   SOLE   982,379 0 0
REGAL BELOIT CORP COM 758750103 9,793 124,650 SH   SOLE   124,650 0 0
REGAL ENTMT GROUP CL A 758766109 2,239 106,100 SH   SOLE   106,100 0 0
REGENERON PHARMACEUTICALS COM 75886F107 20,338 72,000 SH   SOLE   72,000 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 1,039 39,500 SH   SOLE   39,500 0 0
RITE AID CORP COM 767754104 15,229 2,124,004 SH   SOLE   2,124,004 0 0
ROBERT HALF INTL INC COM 770323103 21,046 440,850 SH   SOLE   440,850 0 0
ROCKWOOD HLDGS INC COM 774415103 20,691 272,290 SH   SOLE   272,290 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 78,402 1,825,855 SH   SOLE   1,825,855 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 170,164 2,230,787 SH   SOLE   2,230,787 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 9,473 115,000 SH   SOLE   115,000 0 0
RUBICON MINERALS CORP COM 780911103 1,588 1,005,000 SH   SOLE   1,005,000 0 0
SESA STERLITE LTD SPONSORED ADR 78413F103 3,235 167,100 SH   SOLE   167,100 0 0
SCHEIN HENRY INC COM 806407102 4,949 41,700 SH   SOLE   41,700 0 0
SCHLUMBERGER LTD COM 806857108 30,903 262,000 SH   SOLE   262,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 27,953 1,038,000 SH   SOLE   1,038,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 15,137 266,215 SH   SOLE   266,215 0 0
SERVICE CORP INTL COM 817565104 20,698 998,960 SH   SOLE   998,960 0 0
SERVICENOW INC COM 81762P102 22,397 361,470 SH   SOLE   361,470 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 27,305 998,000 SH   SOLE   998,000 0 0
SHERWIN WILLIAMS CO COM 824348106 3,683 17,800 SH   SOLE   17,800 0 0
SIERRA WIRELESS INC COM 826516106 2,570 118,917 SH   SOLE   118,917 0 0
SILVER STD RES INC COM 82823L106 266 28,800 SH   SOLE   28,800 0 0
SILVER WHEATON CORP COM 828336107 30,043 1,069,900 SH   SOLE   1,069,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 13,054 277,980 SH   SOLE   277,980 0 0
SMUCKER J M CO COM NEW 832696405 3,709 34,800 SH   SOLE   34,800 0 0
SOLARWINDS INC COM 83416B109 1,009 26,100 SH   SOLE   26,100 0 0
SOTHEBYS COM 835898107 6,395 152,300 SH   SOLE   152,300 0 0
SOUTHERN CO COM 842587107 16,187 356,700 SH   SOLE   356,700 0 0
SOUTHWEST AIRLS CO COM 844741108 9,468 352,500 SH   SOLE   352,500 0 0
SPECTRA ENERGY CORP COM 847560109 13,351 314,300 SH   SOLE   314,300 0 0
SPECTRANETICS CORP COM 84760C107 14,082 615,460 SH   SOLE   615,460 0 0
SPRINT CORP COM SER 1 85207U105 2,986 350,000 SH   SOLE   350,000 0 0
STANTEC INC COM 85472N109 46,365 701,651 SH   SOLE   701,651 0 0
STARWOOD PPTY TR INC COM 85571B105 15,504 652,249 SH   SOLE   652,249 0 0
STARZ COM SER A 85571Q102 9,048 303,725 SH   SOLE   303,725 0 0
STERICYCLE INC COM 858912108 15,170 128,100 SH   SOLE   128,100 0 0
STILLWATER MNG CO COM 86074Q102 15,408 877,933 SH   SOLE   877,933 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 13,361 1,140,975 SH   SOLE   1,140,975 0 0
SUN LIFE FINL INC COM 866796105 80,213 2,045,200 SH   SOLE   2,045,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 217,901 4,789,031 SH   SOLE   4,789,031 0 0
SUNPOWER CORP COM 867652406 6,561 160,110 SH   SOLE   160,110 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 7,743 518,625 SH   SOLE   518,625 0 0
SYNOPSYS INC COM 871607107 9,853 253,800 SH   SOLE   253,800 0 0
TFS FINL CORP COM 87240R107 3,119 218,700 SH   SOLE   218,700 0 0
TJX COS INC NEW COM 872540109 3,503 65,900 SH   SOLE   65,900 0 0
T-MOBILE US INC COM 872590104 4,939 146,895 SH   SOLE   146,895 0 0
TAHOE RES INC COM 873868103 3,525 126,170 SH   SOLE   126,170 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 21,390 1,000,000 SH   SOLE   1,000,000 0 0
TALISMAN ENERGY INC COM 87425E103 1,681 149,000 SH   SOLE   149,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 5,640 144,400 SH   SOLE   144,400 0 0
TECK RESOURCES LTD CL B 878742204 51,795 2,126,217 SH   SOLE   2,126,217 0 0
TELUS CORP COM 87971M103 158,126 3,976,000 SH   SOLE   3,976,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 14,053 235,400 SH   SOLE   235,400 0 0
TENARIS S A SPONSORED ADR 88031M109 18,583 394,130 SH   SOLE   394,130 0 0
TESORO CORP COM 881609101 35,171 599,475 SH   SOLE   599,475 0 0
TEXAS INSTRS INC COM 882508104 15,603 326,500 SH   SOLE   326,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,000 33,900 SH   SOLE   33,900 0 0
THOMSON REUTERS CORP COM 884903105 2,956 76,100 SH   SOLE   76,100 0 0
3M CO COM 88579Y101 4,039 28,200 SH   SOLE   28,200 0 0
TIM HORTONS INC COM 88706M103 35,267 604,200 SH   SOLE   604,200 0 0
TIME WARNER INC COM NEW 887317303 2,775 39,500 SH   SOLE   39,500 0 0
TIME WARNER CABLE INC COM 88732J207 14,730 100,000 SH   SOLE   100,000 0 0
TIMKEN CO COM 887389104 58,733 865,758 SH   SOLE   865,758 0 0
TIVO INC COM 888706108 14,683 1,137,300 SH   SOLE   1,137,300 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 99,331 1,808,318 SH   SOLE   1,808,318 0 0
TOWER INTL INC COM 891826109 11,009 298,829 SH   SOLE   298,829 0 0
TOTAL SYS SVCS INC COM 891906109 15,441 491,590 SH   SOLE   491,590 0 0
TRANSALTA CORP COM 89346D107 4,235 323,800 SH   SOLE   323,800 0 0
TRANSCANADA CORP COM 89353D107 154,348 3,030,600 SH   SOLE   3,030,600 0 0
TRANSDIGM GROUP INC COM 893641100 14,074 84,144 SH   SOLE   84,144 0 0
TRANSGLOBE ENERGY CORP COM 893662106 6,359 793,900 SH   SOLE   793,900 0 0
TRAVELERS COMPANIES INC COM 89417E109 7,243 77,000 SH   SOLE   77,000 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,577 96,800 SH   SOLE   96,800 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 8,316 236,600 SH   SOLE   236,600 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 15,683 458,151 SH   SOLE   458,151 0 0
TYSON FOODS INC CL A 902494103 14,558 387,800 SH   SOLE   387,800 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 12,232 133,820 SH   SOLE   133,820 0 0
UNILEVER N V N Y SHS NEW 904784709 3,282 75,000 SH   SOLE   75,000 0 0
UNION PAC CORP COM 907818108 9,955 99,800 SH   SOLE   99,800 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 8,655 528,725 SH   SOLE   528,725 0 0
UNITED RENTALS INC COM 911363109 26,452 252,570 SH   SOLE   252,570 0 0
UNITED TECHNOLOGIES CORP COM 913017109 15,574 134,900 SH   SOLE   134,900 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,690 41,700 SH   SOLE   41,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,066 147,600 SH   SOLE   147,600 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 18,530 193,500 SH   SOLE   193,500 0 0
URBAN OUTFITTERS INC COM 917047102 19,147 565,470 SH   SOLE   565,470 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 110,042 824,678 SH   SOLE   824,678 0 0
VALERO ENERGY CORP NEW COM 91913Y100 20,135 401,900 SH   SOLE   401,900 0 0
VALMONT INDS INC COM 920253101 1,641 10,800 SH   SOLE   10,800 0 0
VERIFONE SYS INC COM 92342Y109 24,210 658,780 SH   SOLE   658,780 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 35,332 722,100 SH   SOLE   722,100 0 0
VERMILION ENERGY INC COM 923725105 82,707 1,113,900 SH   SOLE   1,113,900 0 0
VISA INC COM CL A 92826C839 45,366 215,300 SH   SOLE   215,300 0 0
VOYA FINL INC COM 929089100 22,803 627,477 SH   SOLE   627,477 0 0
WABCO HLDGS INC COM 92927K102 24,080 225,430 SH   SOLE   225,430 0 0
WADDELL & REED FINL INC CL A 930059100 4,535 72,450 SH   SOLE   72,450 0 0
WAL-MART STORES INC COM 931142103 31,920 425,200 SH   SOLE   425,200 0 0
WALGREEN CO COM 931422109 7,428 100,200 SH   SOLE   100,200 0 0
WEB COM GROUP INC COM 94733A104 13,554 469,477 SH   SOLE   469,477 0 0
WEBSTER FINL CORP CONN COM 947890109 29,838 946,050 SH   SOLE   946,050 0 0
WELLPOINT INC COM 94973V107 18,584 172,700 SH   SOLE   172,700 0 0
WELLS FARGO & CO NEW COM 949746101 18,596 353,800 SH   SOLE   353,800 0 0
WENDYS CO COM 95058W100 10,351 1,213,500 SH   SOLE   1,213,500 0 0
WESCO INTL INC COM 95082P105 16,838 194,935 SH   SOLE   194,935 0 0
WESTERN DIGITAL CORP COM 958102105 12,414 134,500 SH   SOLE   134,500 0 0
WHITING PETE CORP NEW COM 966387102 15,697 195,604 SH   SOLE   195,604 0 0
WILLIAMS COS INC DEL COM 969457100 11,694 200,900 SH   SOLE   200,900 0 0
WILLIAMS SONOMA INC COM 969904101 16,014 223,101 SH   SOLE   223,101 0 0
WISCONSIN ENERGY CORP COM 976657106 9,356 199,400 SH   SOLE   199,400 0 0
WORKDAY INC CL A 98138H101 26,599 296,000 SH   SOLE   296,000 0 0
WORLD FUEL SVCS CORP COM 981475106 4,327 87,900 SH   SOLE   87,900 0 0
WRIGHT MED GROUP INC COM 98235T107 23,254 740,560 SH   SOLE   740,560 0 0
XCEL ENERGY INC COM 98389B100 1,102 34,200 SH   SOLE   34,200 0 0
YAMANA GOLD INC COM 98462Y100 15,635 1,780,808 SH   SOLE   1,780,808 0 0
YUM BRANDS INC COM 988498101 7,730 95,200 SH   SOLE   95,200 0 0