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
3M CO COM 88579Y101 614 3,700 SH   SOLE   0 0 3,700
ABBOTT LABORATORIES COM 002824100 428 9,100 SH   SOLE   0 0 9,100
ABBVIE INC COM 00287Y109 1,619 27,800 SH   SOLE   18,700 0 9,100
ACTAVIS PLC COM G0083B108 640 2,100 SH   SOLE   0 0 2,100
AGRIUM INC COM 008916108 28,249 263,326 SH   SOLE   263,326 0 0
ALCOA INC COM 013817101 5,465 421,700 SH   SOLE   407,900 0 13,800
ALLIANCEBERNSTEIN HOLDING LP COM 01881G106 2,163 70,100 SH   SOLE   0 0 70,100
ALTRIA GROUP INC COM 02209S103 1,147 22,700 SH   SOLE   22,700 0 0
AMAZON.COM INC COM 023135106 862 2,300 SH   SOLE   0 0 2,300
AMERICAN EXPRESS CO COM 025816109 476 6,100 SH   SOLE   0 0 6,100
AMERICAN INTERNATIONAL GROUP COM 026874784 437 8,000 SH   SOLE   0 0 8,000
AMERICAN TOWER CORP COM 03027X100 875 9,100 SH   SOLE   0 0 9,100
AMGEN INC COM 031162100 690 4,200 SH   SOLE   0 0 4,200
ANADARKO PETROLEUM CORP COM 032511107 23,867 284,636 SH   SOLE   256,936 0 27,700
ANGLOGOLD ASHANTI-SPON ADR COM 035128206 6,169 650,700 SH   SOLE   650,700 0 0
APPLE INC COM 037833100 5,851 46,300 SH   SOLE   1,300 0 45,000
ARCELORMITTAL-NY REGISTERED COM 03938L104 4,834 498,900 SH   SOLE   498,900 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 41,146 867,687 SH   SOLE   838,887 0 28,800
AT&T INC COM 00206R102 1,787 54,200 SH   SOLE   18,800 0 35,400
AXIALL CORP COM 05463D100 13,359 285,142 SH   SOLE   285,142 0 0
BAKER HUGHES INC COM 057224107 18,206 286,800 SH   SOLE   286,800 0 0
BANCO BRADESCO-ADR COM 059460303 299 33,120 SH   SOLE   0 0 33,120
BANK OF AMERICA CORP COM 060505104 889 57,300 SH   SOLE   0 0 57,300
BANK OF MONTREAL COM 063671101 98 1,300 SH   SOLE   1,300 0 0
BANK OF NOVA SCOTIA COM 064149107 420 6,700 SH   SOLE   0 0 6,700
BARRICK GOLD CORP COM 067901108 8,113 728,300 SH   SOLE   728,300 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 3,051 20,900 SH   SOLE   0 0 20,900
BEST BUY CO INC COM 086516101 647 16,700 SH   SOLE   0 0 16,700
BHP BILLITON PLC-ADR COM 05545E212 65,104 1,437,818 SH   SOLE   1,437,818 0 0
BIOGEN INC COM 09062X103 561 1,300 SH   SOLE   0 0 1,300
BLACKROCK INC COM 09247X101 258 700 SH   SOLE   0 0 700
BLACKSTONE GROUP LP/THE COM 09253U108 1,874 48,800 SH   SOLE   0 0 48,800
BORGWARNER INC COM 099724106 1,967 32,200 SH   SOLE   0 0 32,200
BP PLC-SPONS ADR COM 055622104 30,617 768,500 SH   SOLE   768,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 618 9,400 SH   SOLE   0 0 9,400
BROADCOM CORP-CL A COM 111320107 2,148 48,700 SH   SOLE   0 0 48,700
BROOKDALE SENIOR LIVING INC COM 112463104 2,128 56,600 SH   SOLE   0 0 56,600
CABLEVISION SYSTEMS-NY GRP-A COM 12686C109 248 13,400 SH   SOLE   13,400 0 0
CABOT OIL & GAS CORP COM 127097103 12,184 416,680 SH   SOLE   416,680 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 7,856 171,500 SH   SOLE   171,500 0 0
CANADIAN NATL RAILWAY CO COM 136375102 376 4,500 SH   SOLE   0 0 4,500
CANADIAN NATURAL RESOURCES COM 136385101 12,524 406,230 SH   SOLE   406,230 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 269 3,400 SH   SOLE   0 0 3,400
CARTER'S INC COM 146229109 579 6,300 SH   SOLE   0 0 6,300
CELGENE CORP COM 151020104 552 4,600 SH   SOLE   0 0 4,600
CENTERPOINT ENERGY INC COM 15189T107 406 19,700 SH   SOLE   19,700 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 10,126 34,800 SH   SOLE   34,800 0 0
CHEVRON CORP COM 166764100 46,676 436,636 SH   SOLE   427,036 0 9,600
CHINA PETROLEUM & CHEM-ADR COM 16941R108 6,088 76,390 SH   SOLE   76,390 0 0
CIGNA CORP COM 125509109 221 1,700 SH   SOLE   1,700 0 0
CIMAREX ENERGY CO COM 171798101 4,667 40,400 SH   SOLE   40,400 0 0
CISCO SYSTEMS INC COM 17275R102 2,328 84,200 SH   SOLE   57,300 0 26,900
CITIGROUP INC COM 172967424 878 17,000 SH   SOLE   0 0 17,000
CLIFFS NATURAL RESOURCES INC COM 18683K101 2,039 403,059 SH   SOLE   403,059 0 0
CNOOC LTD-SPON ADR COM 126132109 6,753 47,452 SH   SOLE   47,452 0 0
COBALT INTERNATIONAL ENERGY COM 19075F106 8,273 889,612 SH   SOLE   889,612 0 0
COCA-COLA CO/THE COM 191216100 867 21,400 SH   SOLE   0 0 21,400
COGNIZANT TECH SOLUTIONS-A COM 192446102 963 15,200 SH   SOLE   0 0 15,200
COLGATE-PALMOLIVE CO COM 194162103 360 5,200 SH   SOLE   0 0 5,200
COMCAST CORP-CLASS A COM 20030N101 685 12,100 SH   SOLE   0 0 12,100
CONAGRA FOODS INC COM 205887102 351 9,500 SH   SOLE   9,500 0 0
CONCHO RESOURCES INC COM 20605P101 15,673 136,300 SH   SOLE   136,300 0 0
CONOCOPHILLIPS COM 20825C104 8,793 137,400 SH   SOLE   132,100 0 5,300
CONSOLIDATED EDISON INC COM 209115104 365 6,000 SH   SOLE   6,000 0 0
COSTCO WHOLESALE CORP COM 22160K105 411 2,700 SH   SOLE   0 0 2,700
CVS HEALTH CORP COM 126650100 716 6,900 SH   SOLE   0 0 6,900
DIAMONDBACK ENERGY INC COM 25278X109 10,162 130,900 SH   SOLE   130,900 0 0
DOMINION RESOURCES INC/VA COM 25746U109 548 7,700 SH   SOLE   0 0 7,700
DOW CHEMICAL CO/THE COM 260543103 16,191 332,600 SH   SOLE   325,600 0 7,000
DRIL-QUIP INC COM 262037104 8,289 122,136 SH   SOLE   122,136 0 0
DU PONT (E.I.) DE NEMOURS COM 263534109 762 10,500 SH   SOLE   5,100 0 5,400
DUKE ENERGY CORP COM 26441C204 611 8,049 SH   SOLE   949 0 7,100
EBAY INC COM 278642103 365 6,300 SH   SOLE   0 0 6,300
ELDORADO GOLD CORP COM 284902103 9,654 2,076,036 SH   SOLE   2,076,036 0 0
ELI LILLY & CO COM 532457108 1,285 17,400 SH   SOLE   12,000 0 5,400
EMC CORP/MA COM 268648102 268 10,500 SH   SOLE   0 0 10,500
EOG RESOURCES INC COM 26875P101 12,780 138,700 SH   SOLE   132,100 0 6,600
EQT CORP COM 26884L109 14,685 177,564 SH   SOLE   177,564 0 0
EXELON CORP COM 30161N101 507 15,100 SH   SOLE   0 0 15,100
EXPRESS SCRIPTS HOLDING CO COM 30219G108 410 4,800 SH   SOLE   0 0 4,800
EXXON MOBIL CORP COM 30231G102 46,263 540,272 SH   SOLE   518,000 0 22,272
FACEBOOK INC-A COM 30303M102 907 10,900 SH   SOLE   0 0 10,900
FEDEX CORP COM 31428X106 300 1,800 SH   SOLE   0 0 1,800
FMC TECHNOLOGIES INC COM 30249U101 8,819 234,932 SH   SOLE   234,932 0 0
FORD MOTOR CO COM 345370860 323 20,000 SH   SOLE   0 0 20,000
FREEPORT-MCMORAN INC COM 35671D857 33,132 1,709,600 SH   SOLE   1,709,600 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 0 1 SH   SOLE   0 0 1
GARMIN LTD COM H2906T109 120 2,500 SH   SOLE   2,500 0 0
GENERAL ELECTRIC CO COM 369604103 3,394 135,100 SH   SOLE   0 0 135,100
GERDAU SA -SPON ADR COM 373737105 3,022 947,300 SH   SOLE   872,500 0 74,800
GILEAD SCIENCES INC COM 375558103 886 8,800 SH   SOLE   0 0 8,800
GOLDCORP INC COM 380956409 18,619 1,023,563 SH   SOLE   1,023,563 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 363 1,900 SH   SOLE   0 0 1,900
GOOGLE INC-CL A COM 38259P508 1,010 1,800 SH   SOLE   0 0 1,800
GOOGLE INC-CL C COM 38259P706 994 1,800 SH   SOLE   0 0 1,800
H.B. FULLER CO. COM 359694106 5,139 117,460 SH   SOLE   117,460 0 0
HALLIBURTON CO COM 406216101 12,524 285,800 SH   SOLE   285,800 0 0
HCA HOLDINGS INC COM 40412C101 2,323 30,500 SH   SOLE   0 0 30,500
HESS CORP COM 42809H107 10,604 154,670 SH   SOLE   154,670 0 0
HEWLETT-PACKARD CO COM 428236103 2,153 68,200 SH   SOLE   0 0 68,200
HOLLYFRONTIER CORP COM 436106108 10,241 251,200 SH   SOLE   251,200 0 0
HOME DEPOT INC COM 437076102 894 7,800 SH   SOLE   0 0 7,800
INTEL CORP COM 458140100 2,130 67,700 SH   SOLE   43,100 0 24,600
INTERNATIONAL PAPER CO COM 460146103 37,173 673,300 SH   SOLE   673,300 0 0
INTL BUSINESS MACHINES CORP COM 459200101 878 5,400 SH   SOLE   0 0 5,400
ISRAEL CHEMICALS LTD COM 465036200 5,463 767,300 SH   SOLE   767,300 0 0
JOHNSON & JOHNSON COM 478160104 3,655 36,000 SH   SOLE   20,300 0 15,700
JPMORGAN CHASE & CO COM 46625H100 1,228 20,149 SH   SOLE   0 0 20,149
KINDER MORGAN INC COM 49456B101 412 9,800 SH   SOLE   0 0 9,800
KRAFT FOODS GROUP INC COM 50076Q106 317 3,500 SH   SOLE   3,500 0 0
L BRANDS INC COM 501797104 85 900 SH   SOLE   900 0 0
LA-Z-BOY INC COM 505336107 2,183 78,700 SH   SOLE   0 0 78,700
LEGGETT & PLATT INC COM 524660107 575 12,500 SH   SOLE   12,500 0 0
LOCKHEED MARTIN CORP COM 539830109 779 3,800 SH   SOLE   3,800 0 0
LORILLARD INC COM 544147101 598 9,000 SH   SOLE   9,000 0 0
LOWE'S COS INC COM 548661107 501 6,700 SH   SOLE   0 0 6,700
LYONDELLBASELL INDU-CL A COM N53745100 12,068 137,500 SH   SOLE   115,200 0 22,300
MARATHON OIL CORP COM 565849106 12,609 477,080 SH   SOLE   477,080 0 0
MARTIN MARIETTA MATERIALS COM 573284106 12,070 84,500 SH   SOLE   84,500 0 0
MASTERCARD INC-CLASS A COM 57636Q104 491 5,600 SH   SOLE   0 0 5,600
MCDONALD'S CORP COM 580135101 568 5,800 SH   SOLE   0 0 5,800
MCKESSON CORP COM 58155Q103 275 1,200 SH   SOLE   0 0 1,200
MEDTRONIC PLC COM 585055106 620 7,900 SH   SOLE   0 0 7,900
MERCK & CO. INC. COM 58933Y105 1,091 18,700 SH   SOLE   2,600 0 16,100
METLIFE INC COM 59156R108 270 5,300 SH   SOLE   0 0 5,300
MICRON TECHNOLOGY INC COM 595112103 838 31,400 SH   SOLE   0 0 31,400
MICROSOFT CORP COM 594918104 3,801 92,800 SH   SOLE   0 0 92,800
MONDELEZ INTERNATIONAL INC-A COM 609207105 350 9,600 SH   SOLE   0 0 9,600
MONSANTO CO COM 61166W101 45,681 402,900 SH   SOLE   400,000 0 2,900
MORGAN STANLEY COM 617446448 338 9,300 SH   SOLE   0 0 9,300
MOSAIC CO/THE COM 61945C103 32,936 695,429 SH   SOLE   695,429 0 0
NEXTERA ENERGY INC COM 65339F101 597 5,700 SH   SOLE   0 0 5,700
NIKE INC -CL B COM 654106103 404 4,000 SH   SOLE   0 0 4,000
NUCOR CORP COM 670346105 19,992 422,400 SH   SOLE   422,400 0 0
OASIS PETROLEUM INC COM 674215108 5,530 390,250 SH   SOLE   390,250 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 17,763 240,100 SH   SOLE   235,400 0 4,700
OCEANEERING INTL INC COM 675232102 11,993 223,000 SH   SOLE   223,000 0 0
OGE ENERGY CORP COM 670837103 436 13,700 SH   SOLE   13,700 0 0
OLD DOMINION FREIGHT LINE COM 679580100 1,751 22,600 SH   SOLE   0 0 22,600
ORACLE CORP COM 68389X105 869 20,000 SH   SOLE   0 0 20,000
PEPSICO INC COM 713448108 859 8,900 SH   SOLE   0 0 8,900
PETROCHINA CO LTD -ADR COM 71646E104 9,441 84,936 SH   SOLE   84,936 0 0
PETROLEO BRASILEIRO-SPON ADR COM 71654V408 4,650 784,100 SH   SOLE   784,100 0 0
PFIZER INC COM 717081103 1,226 35,041 SH   SOLE   0 0 35,041
PHILLIPS 66 COM 718546104 7,693 96,700 SH   SOLE   96,700 0 0
PINNACLE WEST CAPITAL COM 723484101 179 2,800 SH   SOLE   2,800 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 14,119 84,800 SH   SOLE   84,800 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 282 3,000 SH   SOLE   0 0 3,000
POSCO- SPON ADR COM 693483109 5,615 101,300 SH   SOLE   101,300 0 0
POTASH CORP OF SASKATCHEWAN COM 73755L107 44,826 1,380,515 SH   SOLE   1,348,015 0 32,500
PRICELINE GROUP INC/THE COM 741503403 345 300 SH   SOLE   0 0 300
PROCTER & GAMBLE CO/THE COM 742718109 1,223 14,788 SH   SOLE   0 0 14,788
QUALCOMM INC COM 747525103 461 6,700 SH   SOLE   0 0 6,700
RANDGOLD RESOURCES LTD-ADR COM 752344309 13,333 188,022 SH   SOLE   188,022 0 0
REYNOLDS AMERICAN INC COM 761713106 590 8,500 SH   SOLE   8,500 0 0
RIO TINTO PLC-SPON ADR COM 767204100 44,058 1,039,847 SH   SOLE   1,039,847 0 0
ROWAN COMPANIES PLC-A COM G7665A101 4,467 254,100 SH   SOLE   254,100 0 0
ROYAL BANK OF CANADA COM 780087102 1,007 13,400 SH   SOLE   4,800 0 8,600
ROYAL DUTCH SHELL-SPON ADR-A COM 780259206 35,462 582,005 SH   SOLE   582,005 0 0
SCHLUMBERGER LTD COM 806857108 18,550 219,584 SH   SOLE   219,584 0 0
SEAGATE TECHNOLOGY COM G7945M107 435 8,200 SH   SOLE   8,200 0 0
SEMPRA ENERGY COM 816851109 548 5,000 SH   SOLE   0 0 5,000
SHAW COMMUNICATIONS INC-B COM 82028K200 434 15,200 SH   SOLE   15,200 0 0
SIMON PROPERTY GROUP INC COM 828806109 1,083 5,500 SH   SOLE   0 0 5,500
SM ENERGY CO COM 78454L100 10,008 191,207 SH   SOLE   191,207 0 0
SOUTHERN CO/THE COM 842587107 603 13,600 SH   SOLE   1,700 0 11,900
SOUTHERN COPPER CORP COM 84265V105 16,675 563,543 SH   SOLE   563,543 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,438 149,300 SH   SOLE   149,300 0 0
SPDR S&P 500 ETF TRUST COM 78462F103 895 4,300 SH   SOLE   0 0 4,300
STAPLES INC COM 855030102 600 35,900 SH   SOLE   35,900 0 0
STARBUCKS CORP COM 855244109 413 4,300 SH   SOLE   0 0 4,300
STEELCASE INC-CL A COM 858155203 1,654 87,400 SH   SOLE   0 0 87,400
SUNCOR ENERGY INC COM 867224107 346 9,400 SH   SOLE   0 0 9,400
SUPERIOR ENERGY SERVICES INC COM 868157108 9,362 415,892 SH   SOLE   415,892 0 0
SYNGENTA AG-ADR COM 87160A100 22,287 325,023 SH   SOLE   325,023 0 0
SYNOPSYS INC COM 871607107 757 16,300 SH   SOLE   0 0 16,300
SYSCO CORP COM 871829107 386 10,100 SH   SOLE   10,100 0 0
TECK RESOURCES LTD-CLS B COM 878742204 15,253 998,911 SH   SOLE   998,911 0 0
TESORO CORP COM 881609101 720 7,900 SH   SOLE   0 0 7,900
TEXAS INSTRUMENTS INC COM 882508104 394 6,800 SH   SOLE   0 0 6,800
THERMO FISHER SCIENTIFIC INC COM 883556102 881 6,500 SH   SOLE   0 0 6,500
TIME WARNER INC COM 887317303 2,440 28,600 SH   SOLE   0 0 28,600
TORONTO-DOMINION BANK COM 891160509 1,625 30,500 SH   SOLE   19,500 0 11,000
TOTAL SA-SPON ADR COM 89151E113 36,848 726,217 SH   SOLE   726,217 0 0
TRANSCANADA CORP COM 89353D107 509 9,300 SH   SOLE   9,300 0 0
TWENTY-FIRST CENTURY FOX-A COM 90130A101 298 8,700 SH   SOLE   0 0 8,700
TYSON FOODS INC-CL A COM 902494103 2,118 55,000 SH   SOLE   0 0 55,000
UNION PACIFIC CORP COM 907818108 572 5,200 SH   SOLE   0 0 5,200
UNITED PARCEL SERVICE-CL B COM 911312106 428 4,400 SH   SOLE   0 0 4,400
UNITEDHEALTH GROUP INC COM 91324P102 726 6,000 SH   SOLE   0 0 6,000
US BANCORP COM 902973304 464 10,600 SH   SOLE   0 0 10,600
VALE SA-SP ADR COM 91912E109 4,168 719,900 SH   SOLE   719,900 0 0
VALERO ENERGY CORP COM 91913Y100 810 12,700 SH   SOLE   0 0 12,700
VERIZON COMMUNICATIONS INC COM 92343V104 1,346 27,400 SH   SOLE   0 0 27,400
VISA INC-CLASS A SHARES COM 92826C839 735 11,200 SH   SOLE   0 0 11,200
WALGREENS BOOTS ALLIANCE INC COM 931427108 464 5,400 SH   SOLE   0 0 5,400
WAL-MART STORES INC COM 931142103 788 9,549 SH   SOLE   0 0 9,549
WALT DISNEY CO/THE COM 254687106 987 9,300 SH   SOLE   0 0 9,300
WASTE MANAGEMENT INC COM 94106L109 416 7,700 SH   SOLE   7,700 0 0
WEATHERFORD INTERNATIONAL PL COM H27013103 5,740 457,400 SH   SOLE   457,400 0 0
WELLS FARGO & CO COM 949746101 1,517 27,700 SH   SOLE   0 0 27,700
WEYERHAEUSER CO COM 962166104 23,413 705,843 SH   SOLE   705,843 0 0
XCEL ENERGY INC COM 98389B100 129 3,700 SH   SOLE   3,700 0 0