0000950123-16-013493.txt : 20160205 0000950123-16-013493.hdr.sgml : 20160205 20160205115731 ACCESSION NUMBER: 0000950123-16-013493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160205 DATE AS OF CHANGE: 20160205 EFFECTIVENESS DATE: 20160205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp CENTRAL INDEX KEY: 0001463559 IRS NUMBER: 000000000 STATE OF INCORPORATION: A0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14085 FILM NUMBER: 161391057 BUSINESS ADDRESS: STREET 1: 1100-10830 JASPER AVENUE CITY: EDMONTON STATE: A0 ZIP: T5J 2B3 BUSINESS PHONE: 1-780-392-3600 MAIL ADDRESS: STREET 1: 1100-10830 JASPER AVENUE CITY: EDMONTON STATE: A0 ZIP: T5J 2B3 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001463559 XXXXXXXX 12-31-2015 12-31-2015 Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp

1100-10830 Jasper Avenue Edmonton A0 T5J 2B3

13F HOLDINGS REPORT 028-14085 N Jon Reay (780) 392-3629 /s/ Jon Reay Edmonton A0 02-04-2015 0 500 8588660 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AFLAC INC COM 001055102 264 4400 SH SOLE 4400 0 0 AT&T INC COM 00206R102 12520 363846 SH SOLE 363846 0 0 ABBOTT LABS COM 002824100 4716 105000 SH SOLE 105000 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 5838 163750 SH SOLE 163750 0 0 ADOBE SYS INC COM 00724F101 2057 21900 SH SOLE 21900 0 0 ADVANTAGE OIL & GAS LTD COM 00765F101 5138 730800 SH SOLE 730800 0 0 AECOM COM 00766T100 2156 71800 SH SOLE 71800 0 0 AETNA INC NEW COM 00817Y108 3481 32200 SH SOLE 32200 0 0 AFFILIATED MANAGERS GROUP COM 008252108 5813 36385 SH SOLE 36385 0 0 AGNICO EAGLE MINES LTD COM 008474108 99393 2732822 SH SOLE 2732822 0 0 AGRIUM INC COM 008916108 53382 431652 SH SOLE 431652 0 0 ALASKA AIR GROUP INC COM 011659109 4123 51210 SH SOLE 51210 0 0 ALBEMARLE CORP COM 012653101 13161 234975 SH SOLE 234975 0 0 ALCOA INC COM 013817101 4592 465200 SH SOLE 465200 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 14192 157060 SH SOLE 157060 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 4063 21300 SH SOLE 21300 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 33881 416900 SH SOLE 416900 0 0 ALIGN TECHNOLOGY INC COM 016255101 13663 207480 SH SOLE 207480 0 0 ALLEGHANY CORP DEL COM 017175100 4254 8900 SH SOLE 8900 0 0 ALLEGIANT TRAVEL CO COM 01748X102 8659 51596 SH SOLE 51596 0 0 ALLISON TRANSMISSION HLDGS I COM 01973R101 14459 558475 SH SOLE 558475 0 0 ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 10833 704330 SH SOLE 704330 0 0 ALPHABET INC CAP STK CL C 02079K107 44514 58658 SH SOLE 58658 0 0 ALPHABET INC CAP STK CL A 02079K305 18594 23900 SH SOLE 23900 0 0 AMAZON COM INC COM 023135106 26698 39500 SH SOLE 39500 0 0 AMAYA INC COM 02314M108 885 50793 SH SOLE 50793 0 0 AMEDISYS INC COM 023436108 2170 55190 SH SOLE 55190 0 0 AMEREN CORP COM 023608102 14511 335670 SH SOLE 335670 0 0 AMERICAN CAPITAL AGENCY CORP COM 02503X105 8947 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SH SOLE 500000 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 888 33200 SH SOLE 33200 0 0 BOB EVANS FARMS INC COM 096761101 26787 689500 SH SOLE 689500 0 0 BONANZA CREEK ENERGY INC COM 097793103 39988 7587859 SH SOLE 7587859 0 0 BROADCOM CORP CL A 111320107 5395 93300 SH SOLE 93300 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 115281 2641027 SH SOLE 2641027 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 6302 568780 SH SOLE 568780 0 0 CAE INC COM 124765108 26663 1737000 SH SOLE 1737000 0 0 CBRE GROUP INC CL A 12504L109 12247 354170 SH SOLE 354170 0 0 CDW CORP COM 12514G108 261 6200 SH SOLE 6200 0 0 CF INDS HLDGS INC COM 125269100 510 12500 SH SOLE 12500 0 0 CIGNA CORPORATION COM 125509109 2239 15300 SH SOLE 15300 0 0 CLECO CORP NEW COM 12561W105 8170 156476 SH SOLE 156476 0 0 CSRA INC COM 12650T104 747 24900 SH SOLE 24900 0 0 CVR ENERGY INC COM 12662P108 1342 34100 SH SOLE 34100 0 0 CVS HEALTH CORP COM 126650100 3989 40800 SH SOLE 40800 0 0 CYS INVTS INC COM 12673A108 687 96400 SH 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COM 552953101 16510 726655 SH SOLE 726655 0 0 MSC INDL DIRECT INC CL A 553530106 4186 74400 SH SOLE 74400 0 0 MSCI INC COM 55354G100 7168 99370 SH SOLE 99370 0 0 MAGNA INTL INC COM 559222401 97323 1734200 SH SOLE 1734200 0 0 MANULIFE FINL CORP COM 56501R106 79810 3848100 SH SOLE 3848100 0 0 MARATHON PETE CORP COM 56585A102 14873 286900 SH SOLE 286900 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 740 13000 SH SOLE 13000 0 0 MASTERCARD INC CL A 57636Q104 19141 196600 SH SOLE 196600 0 0 MATTEL INC COM 577081102 2013 74100 SH SOLE 74100 0 0 MCCORMICK & CO INC COM NON VTG 579780206 10524 123000 SH SOLE 123000 0 0 MCDONALDS CORP COM 580135101 9215 78000 SH SOLE 78000 0 0 MEDIDATA SOLUTIONS INC COM 58471A105 17668 358460 SH SOLE 358460 0 0 MEDIVATION INC COM 58501N101 16293 337050 SH SOLE 337050 0 0 MERCADOLIBRE INC COM 58733R102 8461 74000 SH SOLE 74000 0 0 MERCK & CO INC NEW COM 58933Y105 269 5100 SH SOLE 5100 0 0 MERRIMACK PHARMACEUTICALS IN COM 590328100 5812 735710 SH SOLE 735710 0 0 MERUS LABS INTL INC NEW COM 59047R101 1832 803451 SH SOLE 803451 0 0 METHANEX CORP COM 59151K108 29102 636800 SH SOLE 636800 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 16000 47181 SH SOLE 47181 0 0 MICROSOFT CORP COM 594918104 98732 1779600 SH SOLE 1779600 0 0 MIDDLEBY CORP COM 596278101 11604 107576 SH SOLE 107576 0 0 MILACRON HLDGS CORP COM 59870L106 99736 7972499 SH SOLE 7972499 0 0 MOBILE TELESYSTEMS PJSC SPONSORED 607409109 719 116400 SH SOLE 116400 0 0 MOHAWK INDS INC COM 608190104 6307 33300 SH SOLE 33300 0 0 MOLINA HEALTHCARE INC COM 60855R100 2934 48800 SH SOLE 48800 0 0 MONSANTO CO NEW COM 61166W101 28364 287900 SH SOLE 287900 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 10261 149900 SH SOLE 149900 0 0 NRG ENERGY INC COM NEW 629377508 4784 406415 SH SOLE 406415 0 0 NATIONAL CINEMEDIA INC COM 635309107 2324 147900 SH SOLE 147900 0 0 NATIONAL OILWELL VARCO INC COM 637071101 573 17100 SH SOLE 17100 0 0 NATIONAL PENN BANCSHARES INC COM 637138108 4981 404002 SH SOLE 404002 0 0 NETAPP INC COM 64110D104 3149 118700 SH SOLE 118700 0 0 NETEASE INC SPONSORED ADR 64110W102 19881 109693 SH SOLE 109693 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 8540 150957 SH SOLE 150957 0 0 NEUSTAR INC CL A 64126X201 4389 183100 SH SOLE 183100 0 0 NEVSUN RES LTD COM 64156L101 2312 616500 SH SOLE 616500 0 0 NEW GOLD INC CDA COM 644535106 1332 413800 SH SOLE 413800 0 0 NEWFIELD EXPL CO COM 651290108 11083 340395 SH SOLE 340395 0 0 NEXSTAR BROADCASTING GROUP I CL A 65336K103 12845 218818 SH SOLE 218818 0 0 NIKE INC CL B 654106103 41238 659800 SH SOLE 659800 0 0 NORDSTROM INC COM 655664100 339 6800 SH SOLE 6800 0 0 NOVAGOLD RES INC COM NEW 66987E206 751 129300 SH SOLE 129300 0 0 NUCOR CORP COM 670346105 5810 144165 SH SOLE 144165 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 32387 127800 SH SOLE 127800 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 865 12800 SH SOLE 12800 0 0 OFFICE DEPOT INC COM 676220106 4669 827896 SH SOLE 827896 0 0 OLIN CORP COM PAR $1 680665205 1488 86193 SH SOLE 86193 0 0 OMNICOM GROUP INC COM 681919106 20080 265400 SH SOLE 265400 0 0 ON SEMICONDUCTOR CORP COM 682189105 11198 1142613 SH SOLE 1142613 0 0 OPEN TEXT CORP COM 683715106 22322 336479 SH SOLE 336479 0 0 ORACLE CORP COM 68389X105 12055 330000 SH SOLE 330000 0 0 OUTERWALL INC COM 690070107 705 19300 SH SOLE 19300 0 0 PBF ENERGY INC CL A 69318G106 6778 184148 SH SOLE 184148 0 0 PMC-SIERRA INC COM 69344F106 4968 427500 SH SOLE 427500 0 0 PVH CORP COM 693656100 6856 93095 SH SOLE 93095 0 0 PTC THERAPEUTICS INC COM 69366J200 6622 204392 SH SOLE 204392 0 0 PACCAR INC COM 693718108 13637 287700 SH SOLE 287700 0 0 PACIRA PHARMACEUTICALS INC COM 695127100 6819 88795 SH SOLE 88795 0 0 PACWEST BANCORP DEL COM 695263103 1737 40300 SH SOLE 40300 0 0 PALO ALTO NETWORKS INC COM 697435105 16047 91105 SH SOLE 91105 0 0 PAN AMERICAN SILVER CORP COM 697900108 1975 219200 SH SOLE 219200 0 0 PATTERSON COMPANIES INC COM 703395103 6121 135400 SH SOLE 135400 0 0 PAYCHEX INC COM 704326107 11509 217600 SH SOLE 217600 0 0 PEMBINA PIPELINE CORP COM 706327103 36116 1197876 SH SOLE 1197876 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 13067 809100 SH SOLE 809100 0 0 PEPCO HOLDINGS INC COM 713291102 1321 50800 SH SOLE 50800 0 0 PEPSICO INC COM 713448108 53442 534852 SH SOLE 534852 0 0 PFIZER INC COM 717081103 38077 1179600 SH SOLE 1179600 0 0 PHILLIPS 66 COM 718546104 4000 48900 SH SOLE 48900 0 0 PHYSICIANS RLTY TR COM 71943U104 8285 491405 SH SOLE 491405 0 0 PINNACLE FOODS INC DEL COM 72348P104 10640 250580 SH SOLE 250580 0 0 PIONEER NAT RES CO COM 723787107 564 4500 SH SOLE 4500 0 0 PLUM CREEK TIMBER CO INC COM 729251108 2753 57698 SH SOLE 57698 0 0 POLARIS INDS INC COM 731068102 2545 29615 SH SOLE 29615 0 0 POLYONE CORP COM 73179P106 5396 169897 SH SOLE 169897 0 0 POPULAR INC COM NEW 733174700 1936 68300 SH SOLE 68300 0 0 POTASH CORP SASK INC COM 73755L107 34339 1448900 SH SOLE 1448900 0 0 PRAXAIR INC COM 74005P104 6308 61600 SH SOLE 61600 0 0 PRECISION CASTPARTS CORP COM 740189105 35521 153100 SH SOLE 153100 0 0 PRECISION DRILLING CORP COM 2010 74022D308 7751 1967283 SH SOLE 1967283 0 0 PRETIUM RES INC COM 74139C102 1310 188200 SH SOLE 188200 0 0 PRICELINE GRP INC COM NEW 741503403 23714 18600 SH SOLE 18600 0 0 PROCTER & GAMBLE CO COM 742718109 17010 214200 SH SOLE 214200 0 0 PROGRESSIVE CORP OHIO COM 743315103 1587 49900 SH SOLE 49900 0 0 PRUDENTIAL FINL INC COM 744320102 27419 336800 SH SOLE 336800 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 13220 341700 SH SOLE 341700 0 0 PUBLIC STORAGE COM 74460D109 3220 13000 SH SOLE 13000 0 0 QLIK TECHNOLOGIES INC COM 74733T105 7929 250436 SH SOLE 250436 0 0 QUALCOMM INC COM 747525103 6583 131700 SH SOLE 131700 0 0 QUEST DIAGNOSTICS INC COM 74834L100 10851 152530 SH SOLE 152530 0 0 QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 1672 31700 SH SOLE 31700 0 0 RPX CORP COM 74972G103 224 20400 SH SOLE 20400 0 0 RSP PERMIAN INC COM 74978Q105 828 33940 SH SOLE 33940 0 0 RALPH LAUREN CORP CL A 751212101 10901 97780 SH SOLE 97780 0 0 RANGE RES CORP COM 75281A109 1413 57400 SH SOLE 57400 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 13930 240300 SH SOLE 240300 0 0 REGAL ENTMT GROUP CL A 758766109 1123 59500 SH SOLE 59500 0 0 REGENERON PHARMACEUTICALS COM 75886F107 40444 74500 SH SOLE 74500 0 0 RESTORATION HARDWARE HLDGS I COM 761283100 12675 159530 SH SOLE 159530 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 12518 241900 SH SOLE 241900 0 0 REX AMERICAN RESOURCES CORP COM 761624105 941 17400 SH SOLE 17400 0 0 RITCHIE BROS AUCTIONEERS COM 767744105 28692 860600 SH SOLE 860600 0 0 RITE AID CORP COM 767754104 4312 550000 SH SOLE 550000 0 0 ROBERT HALF INTL INC COM 770323103 6629 140620 SH SOLE 140620 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 105120 2202855 SH SOLE 2202855 0 0 ROSS STORES INC COM 778296103 3024 56200 SH SOLE 56200 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 172976 2332787 SH SOLE 2332787 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 10198 221500 SH SOLE 221500 0 0 RUBICON MINERALS CORP COM 780911103 102 849455 SH SOLE 849455 0 0 SBA COMMUNICATIONS CORP COM 78388J106 7880 75000 SH SOLE 75000 0 0 SL GREEN RLTY CORP COM 78440X101 13509 119570 SH SOLE 119570 0 0 SPX FLOW INC COM 78469X107 433 15500 SH SOLE 15500 0 0 SABRE CORP COM 78573M104 7642 273230 SH SOLE 273230 0 0 SCHEIN HENRY INC COM 806407102 13604 86000 SH SOLE 86000 0 0 SCHLUMBERGER LTD COM 806857108 7805 111900 SH SOLE 111900 0 0 SCHWAB CHARLES CORP NEW COM 808513105 36398 1105300 SH SOLE 1105300 0 0 SERVICE CORP INTL COM 817565104 9998 384235 SH SOLE 384235 0 0 SERVICEMASTER GLOBAL HLDGS I COM 81761R109 16236 413750 SH SOLE 413750 0 0 SERVICENOW INC COM 81762P102 16790 193970 SH SOLE 193970 0 0 SHAW COMMUNICATIONS INC CL B CONV 82028K200 24545 1031300 SH SOLE 1031300 0 0 SHERWIN WILLIAMS CO COM 824348106 1973 7600 SH SOLE 7600 0 0 SIERRA WIRELESS INC COM 826516106 3793 174227 SH SOLE 174227 0 0 SILVER WHEATON CORP COM 828336107 26828 1559775 SH SOLE 1559775 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 270 8300 SH SOLE 8300 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 7615 99115 SH SOLE 99115 0 0 SMITH A O COM 831865209 3897 50870 SH SOLE 50870 0 0 SNAP ON INC COM 833034101 15668 91395 SH SOLE 91395 0 0 SOLARWINDS INC COM 83416B109 5890 100000 SH SOLE 100000 0 0 SOLERA HOLDINGS INC COM 83421A104 8566 156222 SH SOLE 156222 0 0 SONIC CORP COM 835451105 9496 293910 SH SOLE 293910 0 0 SOUTHERN CO COM 842587107 13887 296800 SH SOLE 296800 0 0 SOVRAN SELF STORAGE INC COM 84610H108 2339 21800 SH SOLE 21800 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2819 56300 SH SOLE 56300 0 0 SPLUNK INC COM 848637104 8624 146650 SH SOLE 146650 0 0 SQUARE INC CL A 852234103 6729 564920 SH SOLE 564920 0 0 STANCORP FINL GROUP INC COM 852891100 10033 88100 SH SOLE 88100 0 0 STANLEY BLACK & DECKER INC COM 854502101 13074 122500 SH SOLE 122500 0 0 STANTEC INC COM 85472N109 43284 1261202 SH SOLE 1261202 0 0 STARBUCKS CORP COM 855244109 9815 163500 SH SOLE 163500 0 0 STARWOOD PPTY TR INC COM 85571B105 12954 630069 SH SOLE 630069 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 2508 36200 SH SOLE 36200 0 0 STERICYCLE INC COM 858912108 6126 50800 SH SOLE 50800 0 0 SUN LIFE FINL INC COM 866796105 193951 4494800 SH SOLE 4494800 0 0 SUNCOR ENERGY INC NEW COM 867224107 229916 6436631 SH SOLE 6436631 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 7921 634211 SH SOLE 634211 0 0 SYMETRA FINL CORP COM 87151Q106 12432 391300 SH SOLE 391300 0 0 SYNOPSYS INC COM 871607107 5418 118798 SH SOLE 118798 0 0 SYNCHRONY FINL COM 87165B103 16245 534200 SH SOLE 534200 0 0 TFS FINL CORP COM 87240R107 5037 267500 SH SOLE 267500 0 0 TJX COS INC NEW COM 872540109 13395 188900 SH SOLE 188900 0 0 TAHOE RES INC COM 873868103 5902 493106 SH SOLE 493106 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 30089 1322600 SH SOLE 1322600 0 0 TARGET CORP COM 87612E106 19714 271500 SH SOLE 271500 0 0 TATA MTRS LTD SPONSORED ADR 876568502 3112 105600 SH SOLE 105600 0 0 TEAM HEALTH HOLDINGS INC COM 87817A107 7840 178630 SH SOLE 178630 0 0 TECH DATA CORP COM 878237106 1480 22300 SH SOLE 22300 0 0 TECK RESOURCES LTD CL B 878742204 28401 5318617 SH SOLE 5318617 0 0 TEGNA INC COM 87901J105 10302 403700 SH SOLE 403700 0 0 TELUS CORP COM 87971M103 128779 3365900 SH SOLE 3365900 0 0 TEMPUR SEALY INTL INC COM 88023U101 14238 202070 SH SOLE 202070 0 0 TESORO CORP COM 881609101 19137 181620 SH SOLE 181620 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 7617 53700 SH SOLE 53700 0 0 THOMSON REUTERS CORP COM 884903105 72604 1385300 SH SOLE 1385300 0 0 3M CO COM 88579Y101 15230 101100 SH SOLE 101100 0 0 TIME WARNER INC COM NEW 887317303 2748 42500 SH SOLE 42500 0 0 TIME WARNER CABLE INC COM 88732J207 16536 89100 SH SOLE 89100 0 0 TIMKEN CO COM 887389104 9155 320200 SH SOLE 320200 0 0 TIMKENSTEEL CORP COM 887399103 9805 1170100 SH SOLE 1170100 0 0 TOPBUILD CORP COM 89055F103 1942 63120 SH SOLE 63120 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 231237 4263218 SH SOLE 4263218 0 0 TOWER INTL INC COM 891826109 3982 139375 SH SOLE 139375 0 0 TOTAL SYS SVCS INC COM 891906109 9829 197370 SH SOLE 197370 0 0 TRANSCANADA CORP COM 89353D107 229525 5079100 SH SOLE 5079100 0 0 TRANSDIGM GROUP INC COM 893641100 15211 66584 SH SOLE 66584 0 0 TRAVELERS COMPANIES INC COM 89417E109 31420 278400 SH SOLE 278400 0 0 TRINITY INDS INC COM 896522109 7272 302730 SH SOLE 302730 0 0 TURQUOISE HILL RES LTD COM 900435108 14280 4068298 SH SOLE 4068298 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 4084 150372 SH SOLE 150372 0 0 TWENTY FIRST CENTY FOX INC CL B 90130A200 9269 340400 SH SOLE 340400 0 0 USANA HEALTH SCIENCES INC COM 90328M107 677 5300 SH SOLE 5300 0 0 ULTA SALON COSMETCS & FRAG I COM 90384S303 13872 74985 SH SOLE 74985 0 0 UNDER ARMOUR INC CL A 904311107 6126 76000 SH SOLE 76000 0 0 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 9581 491595 SH SOLE 491595 0 0 UNITED CONTL HLDGS INC COM 910047109 13769 240300 SH SOLE 240300 0 0 UNITED PARCEL SERVICE INC CL B 911312106 15897 165200 SH SOLE 165200 0 0 UNITED RENTALS INC COM 911363109 12179 167900 SH SOLE 167900 0 0 UNITED TECHNOLOGIES CORP COM 913017109 4102 42700 SH SOLE 42700 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 11613 74150 SH SOLE 74150 0 0 UNITEDHEALTH GROUP INC COM 91324P102 20705 176000 SH SOLE 176000 0 0 VCA INC COM 918194101 11026 200481 SH SOLE 200481 0 0 VAIL RESORTS INC COM 91879Q109 15214 118870 SH SOLE 118870 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 121345 863300 SH SOLE 863300 0 0 VALERO ENERGY CORP NEW COM 91913Y100 31763 449200 SH SOLE 449200 0 0 VARIAN MED SYS INC COM 92220P105 2925 36200 SH SOLE 36200 0 0 VEDANTA LTD SPONSORED ADR 92242Y100 389 70017 SH SOLE 70017 0 0 VENTAS INC COM 92276F100 1095 19400 SH SOLE 19400 0 0 VERIFONE SYS INC COM 92342Y109 7009 250140 SH SOLE 250140 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 41667 901500 SH SOLE 901500 0 0 VERMILION ENERGY INC COM 923725105 6097 162117 SH SOLE 162117 0 0 VISA INC COM CL A 92826C839 61373 791400 SH SOLE 791400 0 0 VOYA FINL INC COM 929089100 20027 542602 SH SOLE 542602 0 0 WABCO HLDGS INC COM 92927K102 9367 91595 SH SOLE 91595 0 0 WEC ENERGY GROUP INC COM 92939U106 6629 129200 SH SOLE 129200 0 0 WABASH NATL CORP COM 929566107 770 65100 SH SOLE 65100 0 0 WAL-MART STORES INC COM 931142103 16808 274200 SH SOLE 274200 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 11726 137700 SH SOLE 137700 0 0 WASHINGTON FED INC COM 938824109 6795 285130 SH SOLE 285130 0 0 WASTE MGMT INC DEL COM 94106L109 11741 220000 SH SOLE 220000 0 0 WATERS CORP COM 941848103 7989 59360 SH SOLE 59360 0 0 WEBSTER FINL CORP CONN COM 947890109 13310 357885 SH SOLE 357885 0 0 WELLS FARGO & CO NEW COM 949746101 41172 757400 SH SOLE 757400 0 0 WESCO INTL INC COM 95082P105 5263 120500 SH SOLE 120500 0 0 WESTERN REFNG INC COM 959319104 3216 90300 SH SOLE 90300 0 0 WESTERN UN CO COM 959802109 7361 411000 SH SOLE 411000 0 0 WESTROCK CO COM 96145D105 5950 130415 SH SOLE 130415 0 0 WHOLE FOODS MKT INC COM 966837106 17018 508000 SH SOLE 508000 0 0 WILLIAMS COS INC DEL COM 969457100 5875 228600 SH SOLE 228600 0 0 WORKDAY INC CL A 98138H101 29163 366000 SH SOLE 366000 0 0 WPX ENERGY INC COM 98212B103 4192 730270 SH SOLE 730270 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 4432 61000 SH SOLE 61000 0 0 XCEL ENERGY INC COM 98389B100 1228 34200 SH SOLE 34200 0 0 YAMANA GOLD INC COM 98462Y100 1628 633612 SH SOLE 633612 0 0 YOUKU TUDOU INC SPONSORED ADR 98742U100 4748 175000 SH SOLE 175000 0 0 YUM BRANDS INC COM 988498101 3718 50900 SH SOLE 50900 0 0