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
BUNGE LIMITED COM G16962105 3,730 50,000 SH   SOLE   50,000 0 0
COSAN LTD SHS A G25343107 1,602 250,000 SH   SOLE   250,000 0 0
EVEREST RE GROUP LTD COM G3223R108 127 500 SH   SOLE   500 0 0
NABORS INDUSTRIES LTD SHS G6359F103 814 100,000 SH   SOLE   100,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 3,972 102,500 SH   SOLE   102,500 0 0
GARMIN LTD SHS H2906T109 2,682 52,550 SH   SOLE   52,550 0 0
QIAGEN NV SHS NEW N72482123 838 25,000 SH   SOLE   25,000 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 2,007 100,000 SH   SOLE   100,000 0 0
AFLAC INC COM 001055102 128 1,650 SH   SOLE   1,650 0 0
AES CORP COM 00130H105 1,666 150,000 SH   SOLE   150,000 0 0
AT&T INC COM 00206R102 4,716 125,000 SH   SOLE   125,000 0 0
AARONS INC COM PAR $0.50 002535300 3,520 90,500 SH   SOLE   90,500 0 0
ADTRAN INC COM 00738A106 2,065 100,000 SH   SOLE   100,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 9,024 200,000 SH   SOLE   200,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,490 50,000 SH   SOLE   50,000 0 0
AMEREN CORP COM 023608102 55 1,000 SH   SOLE   1,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 58 3,700 SH   SOLE   3,700 0 0
AMERICAN ELEC PWR INC COM 025537101 69 1,000 SH   SOLE   1,000 0 0
AMERICAN EXPRESS CO COM 025816109 6,428 76,300 SH   SOLE   76,300 0 0
AMERICAS CAR MART INC COM 03062T105 86 2,200 SH   SOLE   2,200 0 0
AMKOR TECHNOLOGY INC COM 031652100 2,931 300,000 SH   SOLE   300,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 4,374 450,000 SH   SOLE   450,000 0 0
APACHE CORP COM 037411105 2,396 50,000 SH   SOLE   50,000 0 0
APPLE INC COM 037833100 130 900 SH   SOLE   900 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 6,207 150,000 SH   SOLE   150,000 0 0
ARGAN INC COM 04010E109 1,500 25,000 SH   SOLE   25,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 68 2,000 SH   SOLE   2,000 0 0
BAIDU INC SPON ADR REP A 056752108 1,789 10,000 SH   SOLE   10,000 0 0
BARRICK GOLD CORP COM 067901108 16,706 1,050,000 SH   SOLE   1,050,000 0 0
BAXTER INTL INC COM 071813109 3,027 50,000 SH   SOLE   50,000 0 0
BEST BUY INC COM 086516101 126 2,200 SH   SOLE   2,200 0 0
BIOGEN INC COM 09062X103 2,714 10,000 SH   SOLE   10,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 576 32,000 SH   SOLE   32,000 0 0
BOISE CASCADE CO DEL COM 09739D100 79 2,600 SH   SOLE   2,600 0 0
BRASKEM S A SP ADR PFD A 105532105 6,216 300,000 SH   SOLE   300,000 0 0
CBS CORP NEW CL B 124857202 6,378 100,000 SH   SOLE   100,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,512 75,000 SH   SOLE   75,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 6,446 200,000 SH   SOLE   200,000 0 0
CENTENE CORP DEL COM 15135B101 3,994 50,000 SH   SOLE   50,000 0 0
CHEESECAKE FACTORY INC COM 163072101 60 1,200 SH   SOLE   1,200 0 0
CHESAPEAKE ENERGY CORP COM 165167107 65 13,000 SH   SOLE   13,000 0 0
CHEVRON CORP NEW COM 166764100 5,216 50,000 SH   SOLE   50,000 0 0
CHILDRENS PL INC COM 168905107 61 600 SH   SOLE   600 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,121 7,500 SH   SOLE   7,500 0 0
CIRRUS LOGIC INC COM 172755100 3,136 50,000 SH   SOLE   50,000 0 0
CISCO SYS INC COM 17275R102 6,370 203,500 SH   SOLE   203,500 0 0
CINTAS CORP COM 172908105 3,151 25,000 SH   SOLE   25,000 0 0
CITRIX SYS INC COM 177376100 3,979 50,000 SH   SOLE   50,000 0 0
COCA COLA CO COM 191216100 126 2,800 SH   SOLE   2,800 0 0
COEUR MNG INC COM NEW 192108504 214 25,000 SH   SOLE   25,000 0 0
COMCAST CORP NEW CL A 20030N101 2,919 75,000 SH   SOLE   75,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 288 25,000 SH   SOLE   25,000 0 0
COPART INC COM 217204106 6,358 200,000 SH   SOLE   200,000 0 0
CORNING INC COM 219350105 7,603 253,000 SH   SOLE   253,000 0 0
CURRENCYSHARES SWEDISH KRONA SWEDISH KRONA 23129R108 1,138 10,000 SH   SOLE   10,000 0 0
CURRENCYSHS BRIT POUND STER BRIT POUND STE 23129S106 6,341 50,000 SH   SOLE   50,000 0 0
CURRENCYSHARES SWISS FRANC T SWISS FRANC SH 23129V109 1,485 15,000 SH   SOLE   15,000 0 0
CURRENCYSHS JAPANESE YEN TR JAPANESE YEN 23130A102 86 1,000 SH   SOLE   1,000 0 0
CURRENCYSHARES EURO TR EURO SHS 23130C108 5,524 50,000 SH   SOLE   50,000 0 0
DTE ENERGY CO COM 233331107 106 1,000 SH   SOLE   1,000 0 0
DARLING INGREDIENTS INC COM 237266101 94 6,000 SH   SOLE   6,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,344 25,000 SH   SOLE   25,000 0 0
DEPOMED INC COM 249908104 1,611 150,000 SH   SOLE   150,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,598 50,000 SH   SOLE   50,000 0 0
DICKS SPORTING GOODS INC COM 253393102 80 2,000 SH   SOLE   2,000 0 0
DIGITALGLOBE INC COM NEW 25389M877 2,498 75,000 SH   SOLE   75,000 0 0
DOLBY LABORATORIES INC COM 25659T107 3,672 75,000 SH   SOLE   75,000 0 0
DOMINION RES INC VA NEW COM 25746U109 77 1,000 SH   SOLE   1,000 0 0
DONALDSON INC COM 257651109 3,416 75,000 SH   SOLE   75,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 28 333 SH   SOLE   333 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 87 800 SH   SOLE   800 0 0
EBAY INC COM 278642103 3,492 100,000 SH   SOLE   100,000 0 0
EDISON INTL COM 281020107 78 1,000 SH   SOLE   1,000 0 0
ENTERGY CORP NEW COM 29364G103 77 1,000 SH   SOLE   1,000 0 0
EXELON CORP COM 30161N101 3,643 101,000 SH   SOLE   101,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,926 51,800 SH   SOLE   51,800 0 0
F M C CORP COM NEW 302491303 1,826 25,000 SH   SOLE   25,000 0 0
FTI CONSULTING INC COM 302941109 874 25,000 SH   SOLE   25,000 0 0
FASTENAL CO COM 311900104 104 2,400 SH   SOLE   2,400 0 0
F5 NETWORKS INC COM 315616102 4,447 35,000 SH   SOLE   35,000 0 0
FINISAR CORP COM NEW 31787A507 5,846 225,000 SH   SOLE   225,000 0 0
FIRST AMERN FINL CORP COM 31847R102 89 2,000 SH   SOLE   2,000 0 0
FIRSTENERGY CORP COM 337932107 29 1,000 SH   SOLE   1,000 0 0
GATX CORP COM 361448103 3,856 60,000 SH   SOLE   60,000 0 0
GENTEX CORP COM 371901109 3,917 206,500 SH   SOLE   206,500 0 0
GIGAMON INC COM 37518B102 1,968 50,000 SH   SOLE   50,000 0 0
GILEAD SCIENCES INC COM 375558103 1,769 25,000 SH   SOLE   25,000 0 0
GOLDCORP INC NEW COM 380956409 5,810 450,000 SH   SOLE   450,000 0 0
GREENBRIER COS INC COM 393657101 69 1,500 SH   SOLE   1,500 0 0
HCA HOLDINGS INC COM 40412C101 6,610 75,800 SH   SOLE   75,800 0 0
HP INC COM 40434L105 114 6,500 SH   SOLE   6,500 0 0
HALLIBURTON CO COM 406216101 3,203 75,000 SH   SOLE   75,000 0 0
HARLEY DAVIDSON INC COM 412822108 97 1,800 SH   SOLE   1,800 0 0
HEALTHSOUTH CORP COM NEW 421924309 7,376 152,400 SH   SOLE   152,400 0 0
INTEL CORP COM 458140100 61 1,800 SH   SOLE   1,800 0 0
INTERDIGITAL INC COM 45867G101 3,865 50,000 SH   SOLE   50,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,261 40,700 SH   SOLE   40,700 0 0
ISHARES GOLD TRUST ISHARES 464285105 298 25,000 SH   SOLE   25,000 0 0
ISHARES TR INTL TREA BD ETF 464288117 96 1,000 SH   SOLE   1,000 0 0
ISHARES TR 3YRTB ETF 464288125 82 1,000 SH   SOLE   1,000 0 0
JABIL CIRCUIT INC COM 466313103 2,919 100,000 SH   SOLE   100,000 0 0
JACK IN THE BOX INC COM 466367109 2,462 25,000 SH   SOLE   25,000 0 0
JUNIPER NETWORKS INC COM 48203R104 1,464 52,500 SH   SOLE   52,500 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 64 3,100 SH   SOLE   3,100 0 0
KB HOME COM 48666K109 4,907 204,700 SH   SOLE   204,700 0 0
KNOLL INC COM NEW 498904200 60 3,000 SH   SOLE   3,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 77 500 SH   SOLE   500 0 0
LANDSTAR SYS INC COM 515098101 4,400 51,400 SH   SOLE   51,400 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,664 400,000 SH   SOLE   400,000 0 0
LEAR CORP COM NEW 521865204 3,623 25,500 SH   SOLE   25,500 0 0
LIFEWAY FOODS INC COM 531914109 56 6,000 SH   SOLE   6,000 0 0
LOGMEIN INC COM 54142L109 1,347 12,888 SH   SOLE   12,888 0 0
LUMINEX CORP DEL COM 55027E102 1,478 70,000 SH   SOLE   70,000 0 0
LYON WILLIAM HOMES CL A NEW 552074700 97 4,000 SH   SOLE   4,000 0 0
MSC INDL DIRECT INC CL A 553530106 112 1,300 SH   SOLE   1,300 0 0
MATTEL INC COM 577081102 1,171 54,400 SH   SOLE   54,400 0 0
MICROSOFT CORP COM 594918104 3,446 50,000 SH   SOLE   50,000 0 0
MONSANTO CO NEW COM 61166W101 2,959 25,000 SH   SOLE   25,000 0 0
MURPHY USA INC COM 626755102 148 2,000 SH   SOLE   2,000 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 49 5,000 SH   SOLE   5,000 0 0
NETAPP INC COM 64110D104 4,053 101,200 SH   SOLE   101,200 0 0
NETSCOUT SYS INC COM 64115T104 1,720 50,000 SH   SOLE   50,000 0 0
NEWMONT MINING CORP COM 651639106 17,814 550,000 SH   SOLE   550,000 0 0
NEXTERA ENERGY INC COM 65339F101 140 1,000 SH   SOLE   1,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 126 2,000 SH   SOLE   2,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 47 1,000 SH   SOLE   1,000 0 0
OCLARO INC COM NEW 67555N206 1,868 200,000 SH   SOLE   200,000 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 51 1,000 SH   SOLE   1,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102 4,401 75,000 SH   SOLE   75,000 0 0
PG&E CORP COM 69331C108 66 1,000 SH   SOLE   1,000 0 0
PPL CORP COM 69351T106 39 1,000 SH   SOLE   1,000 0 0
PAN AMERICAN SILVER CORP COM 697900108 84 5,000 SH   SOLE   5,000 0 0
PIER 1 IMPORTS INC COM 720279108 52 10,000 SH   SOLE   10,000 0 0
PINNACLE WEST CAP CORP COM 723484101 85 1,000 SH   SOLE   1,000 0 0
PLANTRONICS INC NEW COM 727493108 3,996 76,400 SH   SOLE   76,400 0 0
PROCTER & GAMBLE CO COM 742718109 4,358 50,000 SH   SOLE   50,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 141 3,200 SH   SOLE   3,200 0 0
PRUDENTIAL FINL INC COM 744320102 2,703 25,000 SH   SOLE   25,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 43 1,000 SH   SOLE   1,000 0 0
QORVO INC COM 74736K101 1,583 25,000 SH   SOLE   25,000 0 0
QUALCOMM INC COM 747525103 5,632 102,000 SH   SOLE   102,000 0 0
QUALYS INC COM 74758T303 1,020 25,000 SH   SOLE   25,000 0 0
QUANTA SVCS INC COM 74762E102 1,718 52,200 SH   SOLE   52,200 0 0
QUEST DIAGNOSTICS INC COM 74834L100 8,337 75,000 SH   SOLE   75,000 0 0
RANDGOLD RES LTD ADR 752344309 4,423 50,000 SH   SOLE   50,000 0 0
REGAL ENTMT GROUP CL A 758766109 3,167 154,800 SH   SOLE   154,800 0 0
ROYAL GOLD INC COM 780287108 782 10,000 SH   SOLE   10,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 590 5,000 SH   SOLE   5,000 0 0
SPDR SERIES TRUST BLOMBERG BRC INT 78464A334 31 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST CITI INT GVT ETF 78464A490 56 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 55 2,000 SH   SOLE   2,000 0 0
SANDERSON FARMS INC COM 800013104 5,875 50,800 SH   SOLE   50,800 0 0
SANMINA CORPORATION COM 801056102 3,810 100,000 SH   SOLE   100,000 0 0
SAP SE SPON ADR 803054204 628 6,000 SH   SOLE   6,000 0 0
SCANA CORP NEW COM 80589M102 67 1,000 SH   SOLE   1,000 0 0
SCANSOURCE INC COM 806037107 2,112 52,400 SH   SOLE   52,400 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 68 1,000 SH   SOLE   1,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 84 5,500 SH   SOLE   5,500 0 0
SENECA FOODS CORP NEW CL A 817070501 62 2,000 SH   SOLE   2,000 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 794 171,475 SH   SOLE   171,475 0 0
SIRIUS XM HLDGS INC COM 82968B103 2,188 400,000 SH   SOLE   400,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,919 20,000 SH   SOLE   20,000 0 0
STATE STR CORP COM 857477103 4,576 51,000 SH   SOLE   51,000 0 0
SWIFT TRANSN CO CL A 87074U101 4,054 153,000 SH   SOLE   153,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 3,472 200,000 SH   SOLE   200,000 0 0
TENNECO INC COM 880349105 58 1,000 SH   SOLE   1,000 0 0
TIFFANY & CO NEW COM 886547108 94 1,000 SH   SOLE   1,000 0 0
TRINITY INDS INC COM 896522109 2,178 77,700 SH   SOLE   77,700 0 0
II VI INC COM 902104108 3,430 100,000 SH   SOLE   100,000 0 0
UBIQUITI NETWORKS INC COM 90347A100 5,197 100,000 SH   SOLE   100,000 0 0
UNITED NAT FOODS INC COM 911163103 5,560 151,500 SH   SOLE   151,500 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,276 25,250 SH   SOLE   25,250 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,636 25,000 SH   SOLE   25,000 0 0
VAREX IMAGING CORP COM 92214X106 147 4,360 SH   SOLE   4,360 0 0
VARIAN MED SYS INC COM 92220P105 1,125 10,900 SH   SOLE   10,900 0 0
VARONIS SYS INC COM 922280102 1,860 50,000 SH   SOLE   50,000 0 0
VMWARE INC CL A COM 928563402 6,557 75,000 SH   SOLE   75,000 0 0
WAL-MART STORES INC COM 931142103 3,913 51,700 SH   SOLE   51,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,916 50,000 SH   SOLE   50,000 0 0
WESTERN UN CO COM 959802109 65 3,400 SH   SOLE   3,400 0 0
WESTLAKE CHEM CORP COM 960413102 1,655 25,000 SH   SOLE   25,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 99 5,000 SH   SOLE   5,000 0 0
WHOLE FOODS MKT INC COM 966837106 4,274 101,500 SH   SOLE   101,500 0 0
WILEY JOHN & SONS INC CL A 968223206 111 2,100 SH   SOLE   2,100 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 35 866 SH   SOLE   866 0 0
WINNEBAGO INDS INC COM 974637100 105 3,000 SH   SOLE   3,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 126 4,500 SH   SOLE   4,500 0 0
WYNN RESORTS LTD COM 983134107 107 800 SH   SOLE   800 0 0
XILINX INC COM 983919101 4,824 75,000 SH   SOLE   75,000 0 0
YELP INC CL A 985817105 3,002 100,000 SH   SOLE   100,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 7,539 75,000 SH   SOLE   75,000 0 0