3M CO COM 88579Y101 7071 42436 SH SOLE N/A 42436 0 0 ABBOTT LABS COM 002824100 477 11400 SH SOLE N/A 11400 0 0 ACTIVISION BLIZZARD INC COM 00507V109 3956 116913 SH SOLE N/A 116913 0 0 ADOBE SYS INC COM 00724F101 13909 148279 SH SOLE N/A 148279 0 0 AGNICO EAGLE MINES LTD COM 008474108 9218 254927 SH SOLE N/A 254927 0 0 AGRIUM INC COM 008916108 9545 108106 SH SOLE N/A 108106 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 8126 146236 SH SOLE N/A 146236 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 23796 108164 SH SOLE N/A 108164 0 0 ALLSTATE CORP COM 020002101 424 6300 SH SOLE N/A 6300 0 0 ALPHABET INC CAP STK CL A 02079K305 8335 10926 SH SOLE N/A 10926 0 0 ALTRIA GROUP INC COM 02209S103 1021 16300 SH SOLE N/A 16300 0 0 AMC NETWORKS INC CL A 00164V103 411 6333 SH SOLE N/A 6333 0 0 AMERICAN EXPRESS CO COM 025816109 6871 111908 SH SOLE N/A 111908 0 0 AMERICAN TOWER CORP NEW COM 03027X100 6295 61488 SH SOLE N/A 61488 0 0 AMERISOURCEBERGEN CORP COM 03073E105 21118 243992 SH SOLE N/A 243992 0 0 ANADARKO PETE CORP COM 032511107 7609 163380 SH SOLE N/A 163380 0 0 ANALOG DEVICES INC COM 032654105 3171 53581 SH SOLE N/A 53581 0 0 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 4635 338578 SH SOLE N/A 338578 0 0 ANNALY CAP MGMT INC COM 035710409 828 80700 SH SOLE N/A 80700 0 0 ANTHEM INC COM 036752103 2627 18900 SH SOLE N/A 18900 0 0 APACHE CORP COM 037411105 5911 121100 SH SOLE N/A 121100 0 0 APPLE INC COM 037833100 11553 106000 SH SOLE N/A 106000 0 0 APPLIED MATLS INC COM 038222105 7055 333083 SH SOLE N/A 333083 0 0 AT&T INC COM 00206R102 13782 351847 SH SOLE N/A 351847 0 0 AUTOZONE INC COM 053332102 6348 7968 SH SOLE N/A 7968 0 0 BARD C R INC COM 067383109 4725 23315 SH SOLE N/A 23315 0 0 BARRICK GOLD CORP COM 067901108 16420 1209103 SH SOLE N/A 1209103 0 0 BECTON DICKINSON & CO COM 075887109 1660 10937 SH SOLE N/A 10937 0 0 BED BATH & BEYOND INC COM 075896100 22935 462035 SH SOLE N/A 462035 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 14362 554511 SH SOLE N/A 554511 0 0 BIOGEN INC COM 09062X103 6015 23106 SH SOLE N/A 23106 0 0 BOEING CO COM 097023105 4907 38656 SH SOLE N/A 38656 0 0 BORGWARNER INC COM 099724106 3586 93395 SH SOLE N/A 93395 0 0 BOSTON PROPERTIES INC COM 101121101 1087 8557 SH SOLE N/A 8557 0 0 BOSTON SCIENTIFIC CORP COM 101137107 681 36184 SH SOLE N/A 36184 0 0 BP PLC SPONSORED ADR 055622104 14188 470100 SH SOLE N/A 470100 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 5548 86845 SH SOLE N/A 86845 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3389 45656 SH SOLE N/A 45656 0 0 CABOT OIL & GAS CORP COM 127097103 3372 148500 SH SOLE N/A 148500 0 0 CAMECO CORP COM 13321L108 1619 125600 SH SOLE N/A 125600 0 0 CAMPBELL SOUP CO COM 134429109 1145 17951 SH SOLE N/A 17951 0 0 CANADIAN NAT RES LTD COM 136385101 9430 347200 SH SOLE N/A 347200 0 0 CARDINAL HEALTH INC COM 14149Y108 7657 93432 SH SOLE N/A 93432 0 0 CARNIVAL CORP PAIRED CTF 143658300 8910 168849 SH SOLE N/A 168849 0 0 CELGENE CORP COM 151020104 410 4100 SH SOLE N/A 4100 0 0 CENOVUS ENERGY INC COM 15135U109 3479 266300 SH SOLE N/A 266300 0 0 CENTERPOINT ENERGY INC COM 15189T107 3769 180156 SH SOLE N/A 180156 0 0 CENTURYLINK INC COM 156700106 9114 285184 SH SOLE N/A 285184 0 0 CERNER CORP COM 156782104 4413 83332 SH SOLE N/A 83332 0 0 CHEVRON CORP NEW COM 166764100 14281 149700 SH SOLE N/A 149700 0 0 CISCO SYS INC COM 17275R102 10272 360790 SH SOLE N/A 360790 0 0 CIT GROUP INC COM NEW 125581801 1489 48000 SH SOLE N/A 48000 0 0 CITRIX SYS INC COM 177376100 9127 116143 SH SOLE N/A 116143 0 0 CLOROX CO DEL COM 189054109 1994 15817 SH SOLE N/A 15817 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 5047 99474 SH SOLE N/A 99474 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1104 17600 SH SOLE N/A 17600 0 0 CONAGRA FOODS INC COM 205887102 236 5294 SH SOLE N/A 5294 0 0 CONCHO RES INC COM 20605P101 4128 40853 SH SOLE N/A 40853 0 0 CONOCOPHILLIPS COM 20825C104 14499 360044 SH SOLE N/A 360044 0 0 CONSTELLATION BRANDS INC CL A 21036P108 4293 28413 SH SOLE N/A 28413 0 0 CONTINENTAL RESOURCES INC COM 212015101 3572 117660 SH SOLE N/A 117660 0 0 CORNING INC COM 219350105 3593 172017 SH SOLE N/A 172017 0 0 CRESCENT PT ENERGY CORP COM 22576C101 2202 158400 SH SOLE N/A 158400 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 1159 13400 SH SOLE N/A 13400 0 0 CSX CORP COM 126408103 2590 100600 SH SOLE N/A 100600 0 0 CUMMINS INC COM 231021106 2457 22350 SH SOLE N/A 22350 0 0 D R HORTON INC COM 23331A109 8680 287118 SH SOLE N/A 287118 0 0 DANAHER CORP DEL COM 235851102 7474 78785 SH SOLE N/A 78785 0 0 DARDEN RESTAURANTS INC COM 237194105 9143 137901 SH SOLE N/A 137901 0 0 DAVITA HEALTHCARE PARTNERS I COM 23918K108 484 6600 SH SOLE N/A 6600 0 0 DEERE & CO COM 244199105 1201 15600 SH SOLE N/A 15600 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 1071 22000 SH SOLE N/A 22000 0 0 DEVON ENERGY CORP NEW COM 25179M103 4569 166500 SH SOLE N/A 166500 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 2475 86437 SH SOLE N/A 86437 0 0 DISH NETWORK CORP CL A 25470M109 11693 252757 SH SOLE N/A 252757 0 0 DISNEY WALT CO COM DISNEY 254687106 20885 210300 SH SOLE N/A 210300 0 0 DOMINION RES INC VA NEW COM 25746U109 6108 81316 SH SOLE N/A 81316 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 5161 57715 SH SOLE N/A 57715 0 0 EASTMAN CHEM CO COM 277432100 4732 65517 SH SOLE N/A 65517 0 0 EATON CORP PLC SHS G29183103 1553 24831 SH SOLE N/A 24831 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1658 18800 SH SOLE N/A 18800 0 0 ELDORADO GOLD CORP NEW COM 284902103 1907 604600 SH SOLE N/A 604600 0 0 ELECTRONIC ARTS INC COM 285512109 4656 70426 SH SOLE N/A 70426 0 0 EMERSON ELEC CO COM 291011104 1468 27000 SH SOLE N/A 27000 0 0 ENSCO PLC SHS CLASS A G3157S106 19735 1903062 SH SOLE N/A 1903062 0 0 ENTERGY CORP NEW COM 29364G103 1964 24776 SH SOLE N/A 24776 0 0 EOG RES INC COM 26875P101 12648 174265 SH SOLE N/A 174265 0 0 EQT CORP COM 26884L109 3402 50586 SH SOLE N/A 50586 0 0 EXELON CORP COM 30161N101 1666 46458 SH SOLE N/A 46458 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 27079 394218 SH SOLE N/A 394218 0 0 EXXON MOBIL CORP COM 30231G102 14110 168800 SH SOLE N/A 168800 0 0 F5 NETWORKS INC COM 315616102 7677 72523 SH SOLE N/A 72523 0 0 FACEBOOK INC CL A 30303M102 7200 63100 SH SOLE N/A 63100 0 0 FEDEX CORP COM 31428X106 6026 37036 SH SOLE N/A 37036 0 0 FIRSTENERGY CORP COM 337932107 3940 109545 SH SOLE N/A 109545 0 0 FMC TECHNOLOGIES INC COM 30249U101 5923 216492 SH SOLE N/A 216492 0 0 FOOT LOCKER INC COM 344849104 5402 83755 SH SOLE N/A 83755 0 0 FRANCO NEVADA CORP COM 351858105 9153 148428 SH SOLE N/A 148428 0 0 FREEPORT-MCMORAN INC CL B 35671D857 4153 401691 SH SOLE N/A 401691 0 0 GENERAL DYNAMICS CORP COM 369550108 17302 131702 SH SOLE N/A 131702 0 0 GENERAL GROWTH PPTYS INC NEW COM 370023103 829 27900 SH SOLE N/A 27900 0 0 GILEAD SCIENCES INC COM 375558103 22949 249821 SH SOLE N/A 249821 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 2606 661300 SH SOLE N/A 661300 0 0 GOLDCORP INC NEW COM 380956409 15675 965795 SH SOLE N/A 965795 0 0 GRAINGER W W INC COM 384802104 2479 10618 SH SOLE N/A 10618 0 0 HANESBRANDS INC COM 410345102 1159 40900 SH SOLE N/A 40900 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 602 13056 SH SOLE N/A 13056 0 0 HERSHEY CO COM 427866108 5515 59883 SH SOLE N/A 59883 0 0 HESS CORP COM 42809H107 5397 102500 SH SOLE N/A 102500 0 0 HOLLYFRONTIER CORP COM 436106108 3964 112226 SH SOLE N/A 112226 0 0 HOLOGIC INC COM 436440101 1825 52900 SH SOLE N/A 52900 0 0 HOME DEPOT INC COM 437076102 6949 52080 SH SOLE N/A 52080 0 0 HONEYWELL INTL INC COM 438516106 874 7797 SH SOLE N/A 7797 0 0 HOST HOTELS & RESORTS INC COM 44107P104 1531 91658 SH SOLE N/A 91658 0 0 ILLINOIS TOOL WKS INC COM 452308109 3665 35779 SH SOLE N/A 35779 0 0 IMPERIAL OIL LTD COM NEW 453038408 9057 270000 SH SOLE N/A 270000 0 0 INTEL CORP COM 458140100 31895 985943 SH SOLE N/A 985943 0 0 INTL PAPER CO COM 460146103 4565 111222 SH SOLE N/A 111222 0 0 INTUIT COM 461202103 5316 51111 SH SOLE N/A 51111 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 3681 6124 SH SOLE N/A 6124 0 0 ISHARES MSCI BRZ CAP ETF 464286400 26787 1018511 SH SOLE N/A 1018511 0 0 ISHARES TR CORE S&P500 ETF 464287200 36164 175000 SH SOLE N/A 0 0 175000 ISHARES TR MSCI EMG MKT ETF 464287234 1468453 42874533 SH SOLE N/A 42874533 0 0 ISHARES TR IBOXX INV CP ETF 464287242 100302 844155 SH SOLE N/A 844155 0 0 JOHNSON CTLS INC COM 478366107 5286 135633 SH SOLE N/A 135633 0 0 JUNIPER NETWORKS INC COM 48203R104 14560 570738 SH SOLE N/A 570738 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 2371 27748 SH SOLE N/A 27748 0 0 KINROSS GOLD CORP COM NO PAR 496902404 3329 971900 SH SOLE N/A 971900 0 0 KOHLS CORP COM 500255104 4156 89167 SH SOLE N/A 89167 0 0 KROGER CO COM 501044101 4035 105500 SH SOLE N/A 105500 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 3303 28200 SH SOLE N/A 28200 0 0 LAM RESEARCH CORP COM 512807108 8457 102380 SH SOLE N/A 102380 0 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 2773 52460 SH SOLE N/A 52460 0 0 LILLY ELI & CO COM 532457108 5410 75122 SH SOLE N/A 75122 0 0 LINCOLN NATL CORP IND COM 534187109 7880 201026 SH SOLE N/A 201026 0 0 LINEAR TECHNOLOGY CORP COM 535678106 6440 144517 SH SOLE N/A 144517 0 0 LINKEDIN CORP COM CL A 53578A108 252 2200 SH SOLE N/A 2200 0 0 LOWES COS INC COM 548661107 3257 42992 SH SOLE N/A 42992 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8534 99716 SH SOLE N/A 99716 0 0 MACYS INC COM 55616P104 10620 240880 SH SOLE N/A 240880 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 797 4792 SH SOLE N/A 4792 0 0 MARATHON OIL CORP COM 565849106 2947 264500 SH SOLE N/A 264500 0 0 MARRIOTT INTL INC NEW CL A 571903202 9917 139328 SH SOLE N/A 139328 0 0 MARSH & MCLENNAN COS INC COM 571748102 2413 39690 SH SOLE N/A 39690 0 0 MARTIN MARIETTA MATLS INC COM 573284106 893 5600 SH SOLE N/A 5600 0 0 MASCO CORP COM 574599106 4466 142015 SH SOLE N/A 142015 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 2887 78500 SH SOLE N/A 78500 0 0 MCDONALDS CORP COM 580135101 15814 125826 SH SOLE N/A 125826 0 0 MCKESSON CORP COM 58155Q103 2044 13000 SH SOLE N/A 13000 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 351 4133 SH SOLE N/A 4133 0 0 MEDNAX INC COM 58502B106 500 7732 SH SOLE N/A 7732 0 0 MERCK & CO INC NEW COM 58933Y105 11151 210746 SH SOLE N/A 210746 0 0 METLIFE INC COM 59156R108 3561 81045 SH SOLE N/A 81045 0 0 MGM RESORTS INTERNATIONAL COM 552953101 474 22100 SH SOLE N/A 22100 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 8538 177145 SH SOLE N/A 177145 0 0 MICRON TECHNOLOGY INC COM 595112103 23628 2256761 SH SOLE N/A 2256761 0 0 MICROSOFT CORP COM 594918104 35361 640248 SH SOLE N/A 640248 0 0 MOHAWK INDS INC COM 608190104 1737 9100 SH SOLE N/A 9100 0 0 MONDELEZ INTL INC CL A 609207105 9494 236635 SH SOLE N/A 236635 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 917 6874 SH SOLE N/A 6874 0 0 MOSAIC CO NEW COM 61945C103 2023 74911 SH SOLE N/A 74911 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 1945 25700 SH SOLE N/A 25700 0 0 NETAPP INC COM 64110D104 9719 356145 SH SOLE N/A 356145 0 0 NEW GOLD INC CDA COM 644535106 1539 410400 SH SOLE N/A 410400 0 0 NEWMONT MINING CORP COM 651639106 13220 497372 SH SOLE N/A 497372 0 0 NEXTERA ENERGY INC COM 65339F101 813 6868 SH SOLE N/A 6868 0 0 NOBLE CORP PLC SHS USD G65431101 7381 713159 SH SOLE N/A 713159 0 0 NOBLE ENERGY INC COM 655044105 4321 137562 SH SOLE N/A 137562 0 0 NRG ENERGY INC COM NEW 629377508 6753 519050 SH SOLE N/A 519050 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 9503 508442 SH SOLE N/A 508442 0 0 NUCOR CORP COM 670346105 2057 43483 SH SOLE N/A 43483 0 0 NVIDIA CORP COM 67066G104 3215 90221 SH SOLE N/A 90221 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 6423 23469 SH SOLE N/A 23469 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 14370 210000 SH SOLE N/A 210000 0 0 ORACLE CORP COM 68389X105 3851 94128 SH SOLE N/A 94128 0 0 PACCAR INC COM 693718108 2847 52056 SH SOLE N/A 52056 0 0 PEPSICO INC COM 713448108 5606 54700 SH SOLE N/A 54700 0 0 PETROCHINA CO LTD SPONSORED ADR 71646E100 1380 20809 SH SOLE N/A 20809 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 11069 1895300 SH SOLE N/A 1895300 0 0 PFIZER INC COM 717081103 13636 460039 SH SOLE N/A 460039 0 0 PHILLIPS 66 COM 718546104 1050 12129 SH SOLE N/A 12129 0 0 PIONEER NAT RES CO COM 723787107 7248 51500 SH SOLE N/A 51500 0 0 POTASH CORP SASK INC COM 73755L107 12330 721300 SH SOLE N/A 721300 0 0 PRICELINE GRP INC COM NEW 741503403 8444 6551 SH SOLE N/A 6551 0 0 PRINCIPAL FINL GROUP INC COM 74251V102 327 8300 SH SOLE N/A 8300 0 0 PROLOGIS INC COM 74340W103 833 18845 SH SOLE N/A 18845 0 0 PRUDENTIAL FINL INC COM 744320102 2623 36317 SH SOLE N/A 36317 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 908 19258 SH SOLE N/A 19258 0 0 PVH CORP COM 693656100 2644 26692 SH SOLE N/A 26692 0 0 QUALCOMM INC COM 747525103 13207 258247 SH SOLE N/A 258247 0 0 RALPH LAUREN CORP CL A 751212101 19363 201155 SH SOLE N/A 201155 0 0 RANDGOLD RES LTD ADR 752344309 7227 79581 SH SOLE N/A 79581 0 0 RANGE RES CORP COM 75281A109 1694 52304 SH SOLE N/A 52304 0 0 RED HAT INC COM 756577102 10414 139767 SH SOLE N/A 139767 0 0 REGENERON PHARMACEUTICALS COM 75886F107 324 900 SH SOLE N/A 900 0 0 RESMED INC COM 761152107 2866 49576 SH SOLE N/A 49576 0 0 RIO TINTO PLC SPONSORED ADR 767204100 14613 516900 SH SOLE N/A 516900 0 0 ROCKWELL AUTOMATION INC COM 773903109 2696 23700 SH SOLE N/A 23700 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 4008 99700 SH SOLE N/A 99700 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 5751 70000 SH SOLE N/A 70000 0 0 ROYAL GOLD INC COM 780287108 2847 55500 SH SOLE N/A 55500 0 0 SALESFORCE COM INC COM 79466L302 6816 92321 SH SOLE N/A 92321 0 0 SILVER WHEATON CORP COM 828336107 7819 471620 SH SOLE N/A 471620 0 0 SIMON PPTY GROUP INC NEW COM 828806109 798 3842 SH SOLE N/A 3842 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 4558 58513 SH SOLE N/A 58513 0 0 SOUTHERN CO COM 842587107 729 14100 SH SOLE N/A 14100 0 0 SOUTHERN COPPER CORP COM 84265V105 6753 243700 SH SOLE N/A 243700 0 0 SOUTHWEST AIRLS CO COM 844741108 4086 91212 SH SOLE N/A 91212 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2121419 10322200 SH SOLE N/A 8264600 0 2057600 SPECTRA ENERGY CORP COM 847560109 6281 205256 SH SOLE N/A 205256 0 0 SPLUNK INC COM 848637104 602 12300 SH SOLE N/A 12300 0 0 ST JUDE MED INC COM 790849103 6316 114830 SH SOLE N/A 114830 0 0 STAPLES INC COM 855030102 5708 517506 SH SOLE N/A 517506 0 0 STARBUCKS CORP COM 855244109 16022 268375 SH SOLE N/A 268375 0 0 SUNCOR ENERGY INC NEW COM 867224107 13870 496000 SH SOLE N/A 496000 0 0 SYMANTEC CORP COM 871503108 1166 63464 SH SOLE N/A 63464 0 0 TARGET CORP COM 87612E106 8284 100682 SH SOLE N/A 100682 0 0 TE CONNECTIVITY LTD REG SHS H84989104 5773 93231 SH SOLE N/A 93231 0 0 TECK RESOURCES LTD CL B 878742204 1414 184700 SH SOLE N/A 184700 0 0 TESORO CORP COM 881609101 8619 100208 SH SOLE N/A 100208 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1322 24700 SH SOLE N/A 18200 0 6500 TEXAS INSTRS INC COM 882508104 11850 206381 SH SOLE N/A 206381 0 0 TEXTRON INC COM 883203101 7416 203412 SH SOLE N/A 203412 0 0 TOLL BROTHERS INC COM 889478103 16467 558000 SH SOLE N/A 558000 0 0 TURQUOISE HILL RES LTD COM 900435108 1553 605000 SH SOLE N/A 605000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 5696 204300 SH SOLE N/A 204300 0 0 UNION PAC CORP COM 907818108 2402 30200 SH SOLE N/A 30200 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2798 26533 SH SOLE N/A 26533 0 0 UNITED RENTALS INC COM 911363109 15107 242910 SH SOLE N/A 242910 0 0 UNITED TECHNOLOGIES CORP COM 913017109 693 6919 SH SOLE N/A 6919 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 9564 85833 SH SOLE N/A 85833 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5917 45900 SH SOLE N/A 45900 0 0 URBAN OUTFITTERS INC COM 917047102 3975 120113 SH SOLE N/A 120113 0 0 VALE S A ADR 91912E105 6422 1525500 SH SOLE N/A 1525500 0 0 VALERO ENERGY CORP NEW COM 91913Y100 8229 128291 SH SOLE N/A 128291 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2587649 74830789 SH SOLE N/A 74830789 0 0 VARIAN MED SYS INC COM 92220P105 8502 106243 SH SOLE N/A 106243 0 0 VERISIGN INC COM 92343E102 292 3300 SH SOLE N/A 3300 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 11901 220065 SH SOLE N/A 220065 0 0 VMWARE INC CL A COM 928563402 28668 548037 SH SOLE N/A 548037 0 0 VORNADO RLTY TR SH BEN INT 929042109 3744 39646 SH SOLE N/A 39646 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 2760 32760 SH SOLE N/A 32760 0 0 WASTE MGMT INC DEL COM 94106L109 765 12963 SH SOLE N/A 12963 0 0 WELLTOWER INC COM 95040Q104 828 11935 SH SOLE N/A 11935 0 0 WESTERN UN CO COM 959802109 7240 375341 SH SOLE N/A 375341 0 0 WEYERHAEUSER CO COM 962166104 1078 34809 SH SOLE N/A 34809 0 0 WHIRLPOOL CORP COM 963320106 373 2068 SH SOLE N/A 2068 0 0 WHOLE FOODS MKT INC COM 966837106 4008 128824 SH SOLE N/A 128824 0 0 WILLIAMS SONOMA INC COM 969904101 2972 54300 SH SOLE N/A 54300 0 0 XILINX INC COM 983919101 4103 86500 SH SOLE N/A 86500 0 0 XL GROUP PLC SHS G98290102 793 21540 SH SOLE N/A 21540 0 0 YAMANA GOLD INC COM 98462Y100 3389 1114768 SH SOLE N/A 1114768 0 0 YUM BRANDS INC COM 988498101 9217 112607 SH SOLE N/A 112607 0 0