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
58.COM INC-ADR COM 31680Q104 7,411 168,003 SH   SOLE   154,376 0 13,627
ADVANCE AUTO PARTS INC COM 00751Y106 118 1,008 SH   SOLE   0 0 1,008
ADVANCED MICRO DEVICES COM 007903107 30,747 2,463,681 SH   SOLE   1,021,245 0 1,442,436
AGNC INVESTMENT CORP COM 00123Q104 8,568 402,423 SH   SOLE   235,460 0 166,963
AGNICO-EAGLE MINES COM 008474108 29,038 644,873 SH   SOLE   222,440 0 422,433
AKAMAI TECHNOLOGIES COM 00971T101 153 3,080 SH   SOLE   0 0 3,080
ALAMOS GOLD INC COM 011532108 578 81,600 SH   SOLE   6,600 0 75,000
ALEXION PHARMACEUTICALS INC COM 015351109 51,201 420,815 SH   SOLE   189,862 0 230,953
AMERCO COM 023586100 303 827 SH   SOLE   0 0 827
AMERICAN WATER WORKS CO INC COM 030420103 14,288 183,292 SH   SOLE   62,031 0 121,261
AMERISOURCEBERGEN CORP COM 03073E105 51,739 547,327 SH   SOLE   235,106 0 312,221
ANNALY CAPITAL MANAGEMENT INC COM 035710409 4,378 363,319 SH   SOLE   226,680 0 136,639
ASSURANT INC COM 04621X108 15,760 151,995 SH   SOLE   49,807 0 102,188
AUTOHOME INC-ADR COM 05278C107 5,193 114,477 SH   SOLE   101,420 0 13,057
AUTOZONE INC COM 053332102 3,912 6,857 SH   SOLE   2,294 0 4,563
BEST BUY CO INC COM 086516101 17,102 298,303 SH   SOLE   194,255 0 104,048
BLACKBERRY LTD COM 09228F103 1,626 162,900 SH   SOLE   13,100 0 149,800
BRISTOL-MYERS SQUIBB CO COM 110122108 61,074 1,096,089 SH   SOLE   518,604 0 577,485
C.H. ROBINSON WORLDWIDE INC COM 12541W209 19,150 278,832 SH   SOLE   134,877 0 143,955
CABOT OIL & GAS CORP COM 127097103 1,826 72,806 SH   SOLE   14,235 0 58,571
CAMECO CORP COM 13321L108 3,012 331,200 SH   SOLE   26,600 0 304,600
CAMPBELL SOUP CO COM 134429109 31,504 604,110 SH   SOLE   285,939 0 318,171
CBOE HOLDINGS INC COM 12503M108 27,164 297,204 SH   SOLE   131,379 0 165,825
CENOVUS ENERGY INC COM 15135U109 309 42,000 SH   SOLE   3,400 0 38,600
CF INDUSTRIES HOLDINGS INC COM 125269100 32,923 1,177,489 SH   SOLE   560,324 0 617,165
CHIPOTLE MEXICAN GRILL INC COM 169656105 56,590 136,002 SH   SOLE   64,171 0 71,831
CIA DE MINAS BUENAVENTUR-ADR COM 204448104 21,018 1,827,668 SH   SOLE   1,691,670 0 135,998
CIGNA CORP COM 125509109 46,146 275,681 SH   SOLE   107,753 0 167,928
CLOROX COMPANY COM 189054109 43,230 324,450 SH   SOLE   132,109 0 192,341
CMS ENERGY CORP COM 125896100 9,716 210,081 SH   SOLE   84,173 0 125,908
COLLIERS INTERNATIONAL GROUP COM 194693107 300 5,309 SH   SOLE   409 0 4,900
CONSOLIDATED EDISON INC COM 209115104 97,446 1,205,712 SH   SOLE   546,703 0 659,009
CONTINENTAL RESOURCES INC/OK COM 212015101 2,384 73,733 SH   SOLE   42,338 0 31,395
COOPER COS INC/THE COM 216648402 7,344 30,675 SH   SOLE   5,111 0 25,564
COSTCO WHOLESALE CORP COM 22160K105 1,250 7,814 SH   SOLE   1,433 0 6,381
COTT CORPORATION COM 22163N106 3,081 213,600 SH   SOLE   17,400 0 196,200
COTY INC-CL A COM 222070203 22,680 1,208,974 SH   SOLE   651,671 0 557,303
CSX CORP COM 126408103 27,584 505,563 SH   SOLE   277,717 0 227,846
CVS CAREMARK CORP COM 126650100 24,383 303,048 SH   SOLE   152,984 0 150,064
DARDEN RESTAURANTS INC COM 237194105 24,483 270,706 SH   SOLE   97,917 0 172,789
DEERE & CO COM 244199105 1,463 11,834 SH   SOLE   1,499 0 10,335
DESCARTES SYSTEMS GRP/THE COM 249906108 3,093 127,300 SH   SOLE   10,300 0 117,000
DEXCOM INC COM 252131107 2,051 28,034 SH   SOLE   14,881 0 13,153
DIAMONDBACK ENERGY INC COM 25278X109 3,277 36,899 SH   SOLE   23,442 0 13,457
DICK'S SPORTING GOODS INC COM 253393102 4,722 118,561 SH   SOLE   24,504 0 94,057
DOLLAR GENERAL CORP COM 256677105 63,757 884,411 SH   SOLE   357,350 0 527,061
DOLLAR TREE INC COM 256746108 4,635 66,293 SH   SOLE   8,305 0 57,988
DOMINION RESOURCES INC/VA COM 25746U109 2,457 32,059 SH   SOLE   4,095 0 27,964
DR PEPPER SNAPPLE GROUP INC COM 26138E109 26,534 291,234 SH   SOLE   136,204 0 155,030
EBAY INC COM 278642103 6,734 192,829 SH   SOLE   138,826 0 54,003
EDISON INTERNATIONAL COM 281020107 47,051 601,746 SH   SOLE   268,430 0 333,316
EDWARDS LIFESCIENCES CORP COM 28176E108 320 2,708 SH   SOLE   0 0 2,708
ELECTRONIC ARTS INC COM 285512109 68,862 651,363 SH   SOLE   275,624 0 375,739
ELI LILLY & CO COM 532457108 1,461 17,748 SH   SOLE   3,105 0 14,643
ENCANA CORP COM 292505104 1,019 116,000 SH   SOLE   9,000 0 107,000
EQUITABLE RESOURCES INC COM 26884L109 281 4,789 SH   SOLE   0 0 4,789
EVERSOURCE ENERGY COM 30040W108 4,690 77,245 SH   SOLE   31,426 0 45,819
EXPRESS SCRIPTS INC COM 30219G108 1,828 28,638 SH   SOLE   5,522 0 23,116
EXTRA SPACE STORAGE INC COM 30225T102 60,405 774,418 SH   SOLE   398,470 0 375,948
FOOT LOCKER INC COM 344849104 21,114 428,449 SH   SOLE   175,417 0 253,032
FRANCO-NEVADA CORP COM 351858105 37,925 526,377 SH   SOLE   187,370 0 339,007
GAP INC/THE COM 364760108 28,901 1,314,280 SH   SOLE   681,750 0 632,530
GARTNER INC COM 366651107 4,349 35,214 SH   SOLE   7,356 0 27,858
GILDAN ACTIVEWEAR INC COM 375916103 3,888 126,700 SH   SOLE   10,300 0 116,400
H&R BLOCK INC COM 093671105 49,797 1,611,032 SH   SOLE   822,871 0 788,161
HANESBRANDS INC COM 410345102 1,180 50,941 SH   SOLE   5,359 0 45,582
HASBRO INC COM 418056107 4,099 36,759 SH   SOLE   13,152 0 23,607
HERSHEY CO/THE COM 427866108 23,195 216,026 SH   SOLE   123,934 0 92,092
HOLLYFRONTIER CORP COM 436106108 2,283 83,110 SH   SOLE   8,560 0 74,550
HUMANA INC COM 444859102 84,882 352,762 SH   SOLE   153,271 0 199,491
ILLUMINA INC COM 452327109 37,093 213,769 SH   SOLE   88,666 0 125,103
INGREDION INC COM 457187102 938 7,865 SH   SOLE   0 0 7,865
INTERCONTINENTALEXCHANGE INC COM 45866F104 6,885 104,452 SH   SOLE   21,009 0 83,443
INTUITIVE SURGICAL INC COM 46120E602 2,381 2,546 SH   SOLE   369 0 2,177
JM SMUCKER CO/THE COM 832696405 1,910 16,140 SH   SOLE   3,409 0 12,731
KELLOGG CO COM 487836108 4,323 62,239 SH   SOLE   9,623 0 52,616
KINROSS GOLD CORP COM 496902404 19,525 4,811,499 SH   SOLE   1,740,850 0 3,070,649
KLA-TENCOR CORPORATION COM 482480100 30,268 330,758 SH   SOLE   173,334 0 157,424
KOHLS CORP COM 500255104 40,762 1,054,109 SH   SOLE   519,091 0 535,018
KROGER CO COM 501044101 64,202 2,753,102 SH   SOLE   1,201,482 0 1,551,620
LIMITED BRANDS INC COM 501797104 24,752 459,315 SH   SOLE   210,313 0 249,002
LULULEMON ATHLETICA INC COM 550021109 38,035 637,417 SH   SOLE   321,512 0 315,905
MACY'S INC COM 55616P104 28,454 1,224,338 SH   SOLE   559,976 0 664,362
MATTEL INC COM 577081102 8,955 415,935 SH   SOLE   109,108 0 306,827
MCDONALD'S CORP COM 580135101 7,486 48,875 SH   SOLE   28,463 0 20,412
MCKESSON CORP COM 58155Q103 26,651 161,972 SH   SOLE   72,728 0 89,244
MELCO CROWN ENTERTAINME-ADR COM 585464100 1,403 62,479 SH   SOLE   62,479 0 0
MOMO INC-SPON ADR COM 60879B107 21,544 582,908 SH   SOLE   468,540 0 114,368
MONSTER BEVERAGE CORP COM 61174X109 73,955 1,488,635 SH   SOLE   652,783 0 835,852
NATIONAL OILWELL VARCO INC COM 637071101 1,082 32,835 SH   SOLE   20,381 0 12,454
NETEASE INC-ADR COM 64110W102 32,902 109,444 SH   SOLE   100,935 0 8,509
NETFLIX INC COM 64110L106 21,756 145,614 SH   SOLE   75,669 0 69,945
NEW ORIENTAL EDUCATIO-SP ADR COM 647581107 42,343 600,701 SH   SOLE   436,493 0 164,208
NEWMONT MINING CORP COM 651639106 28,250 872,196 SH   SOLE   378,744 0 493,452
NEXTERA ENERGY INC COM 65339F101 4,111 29,337 SH   SOLE   11,434 0 17,903
NORDSTROM INC COM 655664100 8,602 179,842 SH   SOLE   33,794 0 146,048
NVIDIA CORP COM 67066G104 44,768 309,682 SH   SOLE   130,553 0 179,129
OPEN TEXT CORP COM 683715106 6,804 215,900 SH   SOLE   6,900 0 209,000
P G & E CORP COM 69331C108 15,306 230,615 SH   SOLE   42,572 0 188,043
PARSLEY ENERGY INC-CLASS A COM 701877102 26,040 938,379 SH   SOLE   507,792 0 430,587
PLAINS GP HOLDINGS LP-CL A COM 72651A207 3,014 115,207 SH   SOLE   67,970 0 47,237
PUBLIC STORAGE INC COM 74460D109 5,757 27,608 SH   SOLE   7,641 0 19,967
RALPH LAUREN CORP COM 751212101 6,164 83,521 SH   SOLE   16,134 0 67,387
RANGE RESOURCES CORP COM 75281A109 26,720 1,153,196 SH   SOLE   575,352 0 577,844
REALTY INCOME CORP COM 756109104 39,004 706,852 SH   SOLE   320,914 0 385,938
RITCHIE BROS AUCTIONEERS COM 767744105 3,624 126,300 SH   SOLE   10,200 0 116,100
ROGERS COMMUNICATIONS -CL B COM 775109200 5,457 115,700 SH   SOLE   4,600 0 111,100
SCANA CORP COM 80589M102 874 13,046 SH   SOLE   0 0 13,046
SHAW COMMUNICATIONS INC-B COM 82028K200 7,624 350,000 SH   SOLE   19,200 0 330,800
SHOPIFY INC - CLASS A COM 82509L107 2,444 28,192 SH   SOLE   2,292 0 25,900
SIGNATURE BANK COM 82669G104 2,072 14,438 SH   SOLE   2,613 0 11,825
SOUTHERN CO COM 842587107 99,947 2,087,439 SH   SOLE   975,209 0 1,112,230
SOUTHERN COPPER CORP COM 84265V105 313 9,034 SH   SOLE   3,831 0 5,203
STANTEC INC COM 85472N109 1,227 48,800 SH   SOLE   4,000 0 44,800
STERICYCLE INC COM 858912108 49,827 652,865 SH   SOLE   330,798 0 322,067
SUN LIFE FINANCIAL INC COM 866796105 1,307 36,600 SH   SOLE   2,900 0 33,700
SYSCO CORP COM 871829107 5,556 110,385 SH   SOLE   19,747 0 90,638
TAL EDUCATION GROUP- ADR COM 874080104 42,636 348,593 SH   SOLE   273,017 0 75,576
TARGET CORP COM 87612E106 2,013 38,492 SH   SOLE   7,240 0 31,252
TESARO INC COM 881569107 20,189 144,350 SH   SOLE   64,881 0 79,469
TEVA PHARMACEUTICAL-SP ADR COM 881624209 12,602 379,348 SH   SOLE   64,690 0 314,658
TRACTOR SUPPLY COMPANY COM 892356106 7,477 137,924 SH   SOLE   43,501 0 94,423
TRIPADVISOR INC COM 896945201 10,627 278,200 SH   SOLE   164,677 0 113,523
TYSON FOODS INC-CL A COM 902494103 65,659 1,048,366 SH   SOLE   543,587 0 504,779
UNDER ARMOUR INC-CLASS A COM 904311107 5,966 274,158 SH   SOLE   154,417 0 119,741
UNDER ARMOUR INC-CLASS C-W/I COM 904311206 1,522 75,499 SH   SOLE   48,233 0 27,266
UNITED THERAPEUTICS CORP COM 91307C102 8,790 67,755 SH   SOLE   11,914 0 55,841
VALEANT PHARMACEUTICALS INTERNATIONAL COM 91911K102 19,458 1,121,113 SH   SOLE   397,095 0 724,018
VIACOM INC-CLASS B COM 92553P201 1,886 56,169 SH   SOLE   11,232 0 44,937
VIPSHOP HOLDINGS LTD - ADR COM 92763W103 7,698 729,697 SH   SOLE   663,732 0 65,965
VMWARE INC-CLASS A COM 928563402 44,063 503,976 SH   SOLE   276,186 0 227,790
WASTE CONNECTIONS INC COM 94106B101 69,153 1,073,475 SH   SOLE   468,378 0 605,097
WHOLE FOODS MARKET INC COM 966837106 41,566 987,079 SH   SOLE   395,083 0 591,996
WW GRAINGER INC COM 384802104 7,228 40,039 SH   SOLE   16,516 0 23,523
WYNN RESORTS LTD COM 983134107 713 5,314 SH   SOLE   4,819 0 495
YAMANA GOLD INC COM 98462Y100 2,777 1,152,100 SH   SOLE   0 0 1,152,100
YY INC-ADR COM 98426T106 12 207 SH   SOLE   0 0 207