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 718 11,375 SH   SOLE   4,697 0 6,678
ADVANCE AUTO PARTS INC COM 00751Y106 6,849 69,038 SH   SOLE   25,882 0 43,156
ADVANCED MICRO DEVICES COM 007903107 29,606 2,322,001 SH   SOLE   926,022 0 1,395,979
AGNC INVESTMENT CORP COM 00123Q104 10,088 465,297 SH   SOLE   236,998 0 228,299
AGNICO-EAGLE MINES COM 008474108 28,432 630,573 SH   SOLE   213,940 0 416,633
AKAMAI TECHNOLOGIES COM 00971T101 2,667 54,735 SH   SOLE   4,801 0 49,934
ALAMOS GOLD INC COM 011532108 1,520 225,500 SH   SOLE   18,400 0 207,100
ALEXION PHARMACEUTICALS INC COM 015351109 51,465 366,850 SH   SOLE   146,330 0 220,520
ALLSTATE CORP COM 020002101 1,650 17,952 SH   SOLE   3,069 0 14,883
AMERCO COM 023586100 1,714 4,572 SH   SOLE   724 0 3,848
AMERICAN WATER WORKS CO INC COM 030420103 6,341 78,372 SH   SOLE   4,828 0 73,544
AMERISOURCEBERGEN CORP COM 03073E105 39,392 476,038 SH   SOLE   184,172 0 291,866
ANNALY CAPITAL MANAGEMENT INC COM 035710409 7,865 645,179 SH   SOLE   342,896 0 302,283
ASSURANT INC COM 04621X108 17,345 181,580 SH   SOLE   60,460 0 121,120
AUTOHOME INC-ADR COM 05278C107 19,646 326,995 SH   SOLE   276,228 0 50,767
AUTOZONE INC COM 053332102 16,380 27,524 SH   SOLE   12,194 0 15,330
BEST BUY CO INC COM 086516101 18,620 326,888 SH   SOLE   172,188 0 154,700
BLACKBERRY LTD COM 09228F103 1,755 157,300 SH   SOLE   12,900 0 144,400
BRISTOL-MYERS SQUIBB CO COM 110122108 70,986 1,113,679 SH   SOLE   465,928 0 647,751
BROWN-FORMAN CORP-CLASS B COM 115637209 1,067 19,654 SH   SOLE   18,095 0 1,559
C.H. ROBINSON WORLDWIDE INC COM 12541W209 40,571 533,133 SH   SOLE   249,492 0 283,641
CABOT OIL & GAS CORP COM 127097103 5,333 199,369 SH   SOLE   35,097 0 164,272
CAMECO CORP COM 13321L108 3,124 324,200 SH   SOLE   26,000 0 298,200
CAMPBELL SOUP CO COM 134429109 34,997 747,480 SH   SOLE   373,785 0 373,695
CBOE HOLDINGS INC COM 12503M108 55,024 511,231 SH   SOLE   235,197 0 276,034
CENOVUS ENERGY INC COM 15135U109 2,196 219,500 SH   SOLE   10,300 0 209,200
CF INDUSTRIES HOLDINGS INC COM 125269100 29,779 846,958 SH   SOLE   350,935 0 496,023
CHIPOTLE MEXICAN GRILL INC COM 169656105 50,265 163,288 SH   SOLE   77,144 0 86,144
CIA DE MINAS BUENAVENTUR-ADR COM 204448104 23,316 1,823,010 SH   SOLE   1,691,670 0 131,340
CIGNA CORP COM 125509109 41,941 224,353 SH   SOLE   74,667 0 149,686
CLOROX COMPANY COM 189054109 42,902 325,236 SH   SOLE   125,226 0 200,010
CMS ENERGY CORP COM 125896100 16,974 366,445 SH   SOLE   137,900 0 228,545
COLLIERS INTERNATIONAL GROUP COM 194693107 1,599 32,300 SH   SOLE   2,600 0 29,700
CONSOLIDATED EDISON INC COM 209115104 96,089 1,190,988 SH   SOLE   516,505 0 674,483
CONSTELLATION BRANDS INC-A COM 21036P108 2,269 11,375 SH   SOLE   0 0 11,375
CONTINENTAL RESOURCES INC/OK COM 212015101 8,563 221,770 SH   SOLE   92,807 0 128,963
COOPER COS INC/THE COM 216648402 4,341 18,309 SH   SOLE   4,807 0 13,502
COSTCO WHOLESALE CORP COM 22160K105 9,961 60,629 SH   SOLE   18,811 0 41,818
COTT CORPORATION COM 22163N106 2,371 158,500 SH   SOLE   13,400 0 145,100
COTY INC-CL A COM 222070203 12,570 760,424 SH   SOLE   441,860 0 318,564
CSX CORP COM 126408103 29,729 547,899 SH   SOLE   275,485 0 272,414
CVS CAREMARK CORP COM 126650100 30,502 375,082 SH   SOLE   186,537 0 188,545
DARDEN RESTAURANTS INC COM 237194105 29,235 371,091 SH   SOLE   166,685 0 204,406
DEERE & CO COM 244199105 2,131 16,967 SH   SOLE   2,885 0 14,082
DESCARTES SYSTEMS GRP/THE COM 249906108 1,390 51,100 SH   SOLE   4,200 0 46,900
DEXCOM INC COM 252131107 3,739 76,420 SH   SOLE   32,880 0 43,540
DIAMONDBACK ENERGY INC COM 25278X109 1,429 14,588 SH   SOLE   8,224 0 6,364
DICK'S SPORTING GOODS INC COM 253393102 3,323 123,042 SH   SOLE   21,426 0 101,616
DOLLAR GENERAL CORP COM 256677105 46,713 576,344 SH   SOLE   187,771 0 388,573
DOLLAR TREE INC COM 256746108 2,546 29,322 SH   SOLE   4,655 0 24,667
DOMINION RESOURCES INC/VA COM 25746U109 7,469 97,090 SH   SOLE   27,815 0 69,275
DOMINO'S PIZZA INC COM 25754A201 13,787 69,439 SH   SOLE   35,964 0 33,475
DR PEPPER SNAPPLE GROUP INC COM 26138E109 30,506 344,823 SH   SOLE   156,482 0 188,341
EBAY INC COM 278642103 512 13,323 SH   SOLE   3,297 0 10,026
EDISON INTERNATIONAL COM 281020107 47,994 621,923 SH   SOLE   269,746 0 352,177
ELECTRONIC ARTS INC COM 285512109 62,000 525,158 SH   SOLE   222,484 0 302,674
ELI LILLY & CO COM 532457108 2,421 28,302 SH   SOLE   3,779 0 24,523
ENCANA CORP COM 292505104 471 40,100 SH   SOLE   3,400 0 36,700
EQUIFAX INC COM 294429105 1,186 11,193 SH   SOLE   6,267 0 4,926
EQUITABLE RESOURCES INC COM 26884L109 3,831 58,721 SH   SOLE   9,634 0 49,087
EVERSOURCE ENERGY COM 30040W108 13,472 222,897 SH   SOLE   80,852 0 142,045
EXPRESS SCRIPTS INC COM 30219G108 591 9,341 SH   SOLE   0 0 9,341
EXTRA SPACE STORAGE INC COM 30225T102 66,892 836,993 SH   SOLE   397,462 0 439,531
FOOT LOCKER INC COM 344849104 32,209 914,498 SH   SOLE   435,471 0 479,027
FRANCO-NEVADA CORP COM 351858105 38,480 497,877 SH   SOLE   167,670 0 330,207
GAP INC/THE COM 364760108 17,142 580,492 SH   SOLE   247,046 0 333,446
GARTNER INC COM 366651107 3,415 27,450 SH   SOLE   4,923 0 22,527
GILDAN ACTIVEWEAR INC COM 375916103 3,710 119,000 SH   SOLE   9,600 0 109,400
GILEAD SCIENCES INC COM 375558103 683 8,429 SH   SOLE   0 0 8,429
H&R BLOCK INC COM 093671105 43,672 1,649,230 SH   SOLE   817,073 0 832,157
HERSHEY CO/THE COM 427866108 32,505 297,746 SH   SOLE   162,458 0 135,288
HUMANA INC COM 444859102 79,567 326,591 SH   SOLE   135,409 0 191,182
ILLUMINA INC COM 452327109 36,899 185,236 SH   SOLE   73,977 0 111,259
INCYTE CORP COM 45337C102 176 1,508 SH   SOLE   0 0 1,508
INGREDION INC COM 457187102 949 7,865 SH   SOLE   0 0 7,865
INTERCONTINENTALEXCHANGE INC COM 45866F104 9,784 142,410 SH   SOLE   25,441 0 116,969
INTUITIVE SURGICAL INC COM 46120E602 5,495 5,254 SH   SOLE   1,265 0 3,989
JM SMUCKER CO/THE COM 832696405 3,492 33,278 SH   SOLE   17,409 0 15,869
KELLOGG CO COM 487836108 3,465 55,561 SH   SOLE   9,096 0 46,465
KINROSS GOLD CORP COM 496902404 19,680 4,652,699 SH   SOLE   1,566,050 0 3,086,649
KLA-TENCOR CORPORATION COM 482480100 32,779 309,240 SH   SOLE   167,774 0 141,466
KOHLS CORP COM 500255104 38,521 843,829 SH   SOLE   372,744 0 471,085
KROGER CO COM 501044101 59,336 2,957,926 SH   SOLE   1,209,920 0 1,748,006
LIMITED BRANDS INC COM 501797104 19,670 472,721 SH   SOLE   193,110 0 279,611
LULULEMON ATHLETICA INC COM 550021109 32,052 514,894 SH   SOLE   239,723 0 275,171
MACY'S INC COM 55616P104 22,402 1,026,654 SH   SOLE   427,579 0 599,075
MATTEL INC COM 577081102 6,973 450,442 SH   SOLE   126,837 0 323,605
MCDONALD'S CORP COM 580135101 15,476 98,776 SH   SOLE   52,042 0 46,734
MCKESSON CORP COM 58155Q103 15,718 102,322 SH   SOLE   38,852 0 63,470
MEDNAX INC COM 58502B106 5,688 131,917 SH   SOLE   52,203 0 79,714
MELCO CROWN ENTERTAINME-ADR COM 585464100 1,560 64,669 SH   SOLE   64,669 0 0
MOMO INC-SPON ADR COM 60879B107 17,316 552,525 SH   SOLE   381,752 0 170,773
MONSTER BEVERAGE CORP COM 61174X109 76,207 1,379,319 SH   SOLE   568,257 0 811,062
NATIONAL OILWELL VARCO INC COM 637071101 2,157 60,364 SH   SOLE   35,151 0 25,213
NETEASE INC-ADR COM 64110W102 27,667 104,873 SH   SOLE   96,499 0 8,374
NETFLIX INC COM 64110L106 14,569 80,337 SH   SOLE   41,678 0 38,659
NEW ORIENTAL EDUCATIO-SP ADR COM 647581107 41,432 469,432 SH   SOLE   352,857 0 116,575
NEWMONT MINING CORP COM 651639106 27,391 730,245 SH   SOLE   308,989 0 421,256
NEXTERA ENERGY INC COM 65339F101 9,486 64,730 SH   SOLE   28,167 0 36,563
NORDSTROM INC COM 655664100 8,480 179,842 SH   SOLE   33,794 0 146,048
NVIDIA CORP COM 67066G104 44,098 246,672 SH   SOLE   97,794 0 148,878
O'REILLY AUTOMOTIVE INC COM 67103H107 19,971 92,730 SH   SOLE   45,542 0 47,188
OPEN TEXT CORP COM 683715106 3,145 97,700 SH   SOLE   3,300 0 94,400
P G & E CORP COM 69331C108 16,429 241,278 SH   SOLE   44,368 0 196,910
PARSLEY ENERGY INC-CLASS A COM 701877102 24,881 944,602 SH   SOLE   497,683 0 446,919
PIONEER NATURAL RESOURCES CO COM 723787107 1,963 13,304 SH   SOLE   5,030 0 8,274
PLAINS GP HOLDINGS LP-CL A COM 72651A207 2,228 101,860 SH   SOLE   55,148 0 46,712
PUBLIC STORAGE INC COM 74460D109 20,224 94,508 SH   SOLE   40,709 0 53,799
RALPH LAUREN CORP COM 751212101 7,204 81,595 SH   SOLE   14,208 0 67,387
RANGE RESOURCES CORP COM 75281A109 31,450 1,607,057 SH   SOLE   799,684 0 807,373
REALTY INCOME CORP COM 756109104 26,350 460,748 SH   SOLE   184,111 0 276,637
RITCHIE BROS AUCTIONEERS COM 767744105 3,874 122,800 SH   SOLE   10,000 0 112,800
ROGERS COMMUNICATIONS -CL B COM 775109200 3,272 63,600 SH   SOLE   3,800 0 59,800
ROSS STORES INC COM 778296103 1,805 27,947 SH   SOLE   3,739 0 24,208
SCANA CORP COM 80589M102 9,307 191,938 SH   SOLE   75,998 0 115,940
SHAW COMMUNICATIONS INC-B COM 82028K200 5,167 225,000 SH   SOLE   18,200 0 206,800
SHOPIFY INC - CLASS A COM 82509L107 1,079 9,300 SH   SOLE   800 0 8,500
SIGNATURE BANK COM 82669G104 2,099 16,394 SH   SOLE   2,619 0 13,775
SOUTHERN COPPER CORP COM 84265V105 359 9,034 SH   SOLE   3,831 0 5,203
STANTEC INC COM 85472N109 1,091 39,400 SH   SOLE   3,300 0 36,100
STERICYCLE INC COM 858912108 45,825 639,839 SH   SOLE   313,688 0 326,151
SUN LIFE FINANCIAL INC COM 866796105 1,585 39,900 SH   SOLE   3,200 0 36,700
SYSCO CORP COM 871829107 5,868 108,776 SH   SOLE   18,609 0 90,167
TAL EDUCATION GROUP- ADR COM 874080104 50,048 1,484,663 SH   SOLE   1,099,291 0 385,372
TARGET CORP COM 87612E106 1,831 31,021 SH   SOLE   4,080 0 26,941
TESARO INC COM 881569107 19,217 148,855 SH   SOLE   67,124 0 81,731
TESLA MOTORS INC COM 88160R101 1,648 4,831 SH   SOLE   2,883 0 1,948
TEVA PHARMACEUTICAL-SP ADR COM 881624209 9,202 522,845 SH   SOLE   280,347 0 242,498
TRACTOR SUPPLY COMPANY COM 892356106 16,204 256,032 SH   SOLE   78,176 0 177,856
TRIPADVISOR INC COM 896945201 7,383 182,151 SH   SOLE   105,105 0 77,046
TYSON FOODS INC-CL A COM 902494103 68,713 975,348 SH   SOLE   479,324 0 496,024
UNITED THERAPEUTICS CORP COM 91307C102 7,898 67,399 SH   SOLE   11,914 0 55,485
UNIVERSAL HEALTH SERVICES-B COM 913903100 5,137 46,307 SH   SOLE   5,318 0 40,989
VALEANT PHARMACEUTICALS INTERNATIONAL COM 91911K102 15,145 1,059,318 SH   SOLE   366,300 0 693,018
VIACOM INC-CLASS B COM 92553P201 9,355 336,039 SH   SOLE   141,994 0 194,045
VIPSHOP HOLDINGS LTD - ADR COM 92763W103 6,368 724,460 SH   SOLE   663,732 0 60,728
VMWARE INC-CLASS A COM 928563402 31,961 292,710 SH   SOLE   148,070 0 144,640
WASTE CONNECTIONS INC COM 94106B101 51,154 731,189 SH   SOLE   381,702 0 349,487
WW GRAINGER INC COM 384802104 34,081 189,601 SH   SOLE   91,447 0 98,154
WYNN RESORTS LTD COM 983134107 2,150 14,440 SH   SOLE   13,322 0 1,118
YAMANA GOLD INC COM 98462Y100 3,294 1,248,200 SH   SOLE   0 0 1,248,200
YY INC-ADR COM 98426T106 237 2,727 SH   SOLE   954 0 1,773