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
51JOB INC-ADR COM 316827104 5,088 81,488 SH   SOLE   79,005 0 2,483
ADVANCE AUTO PARTS INC COM 00751Y106 6,024 38,260 SH   SOLE   12,059 0 26,201
ADVANCED MICRO DEVICES COM 007903107 9,090 492,437 SH   SOLE   329,127 0 163,310
AGNC INVESTMENT CORP COM 00123Q104 7,649 436,095 SH   SOLE   107,192 0 328,903
AGNICO-EAGLE MINES COM 008474108 25,067 621,348 SH   SOLE   252,901 0 368,447
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 19,949 273,605 SH   SOLE   149,486 0 124,119
AMARIN CORP PLC -ADR COM 023111206 24 1,800 SH   SOLE   1,800 0 0
AMERCO COM 023586100 986 3,006 SH   SOLE   948 0 2,058
AMERICAN TOWER CORP COM 03027X100 3,747 23,684 SH   SOLE   15,950 0 7,734
AMERICAN WATER WORKS CO INC COM 030420103 1,480 16,301 SH   SOLE   3,577 0 12,724
ANNALY CAPITAL MANAGEMENT INC COM 035710409 8,605 876,225 SH   SOLE   394,296 0 481,929
AQUA AMERICA INC COM 03836W103 27 777 SH   SOLE   0 0 777
ASSURANT INC COM 04621X108 2,166 24,216 SH   SOLE   7,685 0 16,531
AT&T INC COM 00206R102 47 1,660 SH   SOLE   0 0 1,660
AUTOHOME INC-ADR COM 05278C107 10,943 139,887 SH   SOLE   136,691 0 3,196
AUTOZONE INC COM 053332102 14,039 16,746 SH   SOLE   7,587 0 9,159
BRISTOL-MYERS SQUIBB CO COM 110122108 29,946 576,105 SH   SOLE   337,277 0 238,828
BURLINGTON STORES INC COM 122017106 1,287 7,913 SH   SOLE   1,370 0 6,543
C.H. ROBINSON WORLDWIDE INC COM 12541W209 15,084 179,381 SH   SOLE   86,000 0 93,381
CAMECO CORP COM 13321L108 12,800 1,129,300 SH   SOLE   420,400 0 708,900
CAMPBELL SOUP CO COM 134429109 42,152 1,277,716 SH   SOLE   887,492 0 390,224
CANADA GOOSE HOLDINGS INC COM 135086106 149 3,400 SH   SOLE   300 0 3,100
CBOE HOLDINGS INC COM 12503M108 70,551 721,155 SH   SOLE   418,667 0 302,488
CHIPOTLE MEXICAN GRILL INC COM 169656105 44,183 102,325 SH   SOLE   56,993 0 45,332
CHURCH & DWIGHT CO INC COM 171340102 12,321 187,365 SH   SOLE   65,339 0 122,026
CIA DE MINAS BUENAVENTUR-ADR COM 204448104 24,450 1,507,415 SH   SOLE   1,426,183 0 81,232
CIMAREX ENERGY CO COM 171798101 11,960 194,003 SH   SOLE   94,891 0 99,112
CLOROX COMPANY COM 189054109 36,689 238,024 SH   SOLE   110,655 0 127,369
CMS ENERGY CORP COM 125896100 17,942 361,368 SH   SOLE   148,389 0 212,979
COLGATE-PALMOLIVE CO COM 194162103 1,640 27,554 SH   SOLE   0 0 27,554
COMMSCOPE HOLDING CO INC COM 20337X109 14,577 889,362 SH   SOLE   520,623 0 368,739
CONAGRA FOODS INC COM 205887102 1,167 54,658 SH   SOLE   50,894 0 3,764
CONCHO RESOURCES INC COM 20605P101 595 5,793 SH   SOLE   861 0 4,932
CONSOLIDATED EDISON INC COM 209115104 100,814 1,318,520 SH   SOLE   758,463 0 560,057
CONSTELLATION BRANDS INC-A COM 21036P108 4,840 30,098 SH   SOLE   28,912 0 1,186
CONTINENTAL RESOURCES INC/OK COM 212015101 6,260 155,765 SH   SOLE   109,230 0 46,535
COTT CORPORATION COM 22163N106 3,146 226,000 SH   SOLE   18,600 0 207,400
COTY INC-CL A COM 222070203 24,853 3,788,567 SH   SOLE   2,278,163 0 1,510,404
CROWN CASTLE INTL CORP COM 22822V101 21,267 195,775 SH   SOLE   122,547 0 73,228
DARDEN RESTAURANTS INC COM 237194105 16,359 163,820 SH   SOLE   90,269 0 73,551
DAVITA INC COM 23918K108 1,462 28,416 SH   SOLE   4,247 0 24,169
DENTSPLY INTERNATIONAL INC COM 24906P109 4,809 129,239 SH   SOLE   79,483 0 49,756
DEXCOM INC COM 252131107 16,654 139,013 SH   SOLE   71,144 0 67,869
DIAMONDBACK ENERGY INC COM 25278X109 56 609 SH   SOLE   0 0 609
DISCOVERY COMMUNICATIONS-C COM 25470F302 27 1,185 SH   SOLE   0 0 1,185
DOLLAR GENERAL CORP COM 256677105 2,536 23,462 SH   SOLE   3,295 0 20,167
DOMINION ENERGY INC COM 25746U109 14,701 205,729 SH   SOLE   65,686 0 140,043
DOMINO'S PIZZA INC COM 25754A201 16,198 65,316 SH   SOLE   41,187 0 24,129
EDISON INTERNATIONAL COM 281020107 49,491 871,784 SH   SOLE   488,509 0 383,275
ELI LILLY & CO COM 532457108 1,937 16,743 SH   SOLE   3,266 0 13,477
ENCANA CORP COM 292505104 1,639 284,100 SH   SOLE   81,400 0 202,700
EQUIFAX INC COM 294429105 3,353 36,004 SH   SOLE   24,847 0 11,157
EQUINIX INC COM 29444U700 6,157 17,463 SH   SOLE   11,331 0 6,132
ETSY INC COM 29786A106 30 637 SH   SOLE   0 0 637
EVERSOURCE ENERGY COM 30040W108 35,609 547,500 SH   SOLE   273,275 0 274,225
EXACT SCIENCES CORP COM 30063P105 187 2,968 SH   SOLE   0 0 2,968
EXELIXIS INC COM 30161Q104 174 8,830 SH   SOLE   0 0 8,830
EXELON CORP COM 30161N101 13,355 296,115 SH   SOLE   165,450 0 130,665
EXPEDIA GROUP INC COM 30212P303 20,440 181,448 SH   SOLE   114,097 0 67,351
EXTRA SPACE STORAGE INC COM 30225T102 59,253 654,874 SH   SOLE   394,137 0 260,737
FIRST DATA CORP- CLASS A COM 32008D106 6,411 379,144 SH   SOLE   267,727 0 111,417
FIRST REPUBLIC BANK/CA COM 33616C100 696 8,004 SH   SOLE   1,106 0 6,898
FLIR SYSTEMS INC COM 302445101 2,404 55,222 SH   SOLE   35,478 0 19,744
FOOT LOCKER INC COM 344849104 355 6,668 SH   SOLE   0 0 6,668
FRANCO-NEVADA CORP COM 351858105 31,427 448,377 SH   SOLE   177,770 0 270,607
GAP INC/THE COM 364760108 13,911 540,025 SH   SOLE   257,465 0 282,560
GENERAL ELECTRIC CO COM 369604103 42,904 5,667,638 SH   SOLE   3,406,184 0 2,261,454
GENERAL MILLS INC COM 370334104 17,222 442,282 SH   SOLE   298,441 0 143,841
GENERAL MOTORS CO COM 37045V100 73 2,183 SH   SOLE   0 0 2,183
GILDAN ACTIVEWEAR INC COM 375916103 6,983 230,134 SH   SOLE   49,700 0 180,434
GRUBHUB INC COM 400110102 5,374 69,967 SH   SOLE   43,018 0 26,949
GW PHARMACEUTICALS -ADR COM 36197T103 146 1,500 SH   SOLE   1,500 0 0
H&R BLOCK INC COM 093671105 33,810 1,332,673 SH   SOLE   794,568 0 538,105
HASBRO INC COM 418056107 7,095 87,325 SH   SOLE   53,452 0 33,873
HCP INC COM 40414L109 2,888 103,409 SH   SOLE   19,449 0 83,960
HELMERICH & PAYNE COM 423452101 864 18,026 SH   SOLE   2,667 0 15,359
HERSHEY CO/THE COM 427866108 22,350 208,532 SH   SOLE   111,931 0 96,601
HOLLYFRONTIER CORP COM 436106108 4,856 94,989 SH   SOLE   58,931 0 36,058
HUMANA INC COM 444859102 68,375 238,674 SH   SOLE   134,623 0 104,051
HUTCHISON CHINA MEDITECH-ADR COM 44842L103 563 24,385 SH   SOLE   7,921 0 16,464
INCYTE CORP COM 45337C102 4,524 71,139 SH   SOLE   40,667 0 30,472
IPG PHOTONICS CORP COM 44980X109 7,216 63,693 SH   SOLE   42,181 0 21,512
JM SMUCKER CO/THE COM 832696405 9,482 101,419 SH   SOLE   68,062 0 33,357
KELLOGG CO COM 487836108 12,254 214,936 SH   SOLE   106,090 0 108,846
KIMBERLY-CLARK CORP COM 494368103 473 4,154 SH   SOLE   0 0 4,154
KINROSS GOLD CORP COM 496902404 21,941 6,810,718 SH   SOLE   2,485,369 0 4,325,349
KNIGHT-SWIFT TRANSPORTATION COM 499049104 22,048 879,462 SH   SOLE   514,897 0 364,565
KOHLS CORP COM 500255104 1,576 23,762 SH   SOLE   3,261 0 20,501
KROGER CO COM 501044101 50,543 1,837,918 SH   SOLE   1,000,889 0 837,029
LIMITED BRANDS INC COM 501797104 23,074 898,857 SH   SOLE   533,335 0 365,522
LULULEMON ATHLETICA INC COM 550021109 17,455 143,533 SH   SOLE   76,648 0 66,885
MACY'S INC COM 55616P104 7,694 258,349 SH   SOLE   147,664 0 110,685
MANULIFE FINANCIAL CORP COM 56501R106 152 10,700 SH   SOLE   900 0 9,800
MARATHON OIL CORP COM 565849106 34 2,376 SH   SOLE   0 0 2,376
MARKETAXESS HOLDINGS INC COM 57060D108 495 2,343 SH   SOLE   0 0 2,343
MATTEL INC COM 577081102 29,460 2,948,994 SH   SOLE   1,754,366 0 1,194,628
MCDONALD'S CORP COM 580135101 10,354 58,308 SH   SOLE   35,709 0 22,599
MCKESSON CORP COM 58155Q103 54 489 SH   SOLE   0 0 489
MELCO CROWN ENTERTAINME-ADR COM 585464100 943 53,527 SH   SOLE   53,527 0 0
MIDDLEBY CORP COM 596278101 9,478 92,257 SH   SOLE   57,958 0 34,299
MOBILE TELESYSTEMS-SP ADR COM 607409109 133 19,025 SH   SOLE   0 0 19,025
MOHAWK INDUSTRIES INC COM 608190104 898 7,679 SH   SOLE   2,353 0 5,326
MOLINA HEALTHCARE INC COM 60855R100 195 1,682 SH   SOLE   0 0 1,682
MOLSON COORS BREWING CO -B COM 60871R209 936 16,673 SH   SOLE   15,314 0 1,359
MOMO INC-SPON ADR COM 60879B107 144 6,065 SH   SOLE   0 0 6,065
NATIONAL INSTRUMENTS CORP COM 636518102 43 955 SH   SOLE   0 0 955
NEKTAR THERAPEUTICS COM 640268108 22,050 670,813 SH   SOLE   362,107 0 308,706
NEUROCRINE BIOSCIENCES INC COM 64125C109 126 1,770 SH   SOLE   0 0 1,770
NEWELL RUBBERMAID INC COM 651229106 1,167 62,780 SH   SOLE   10,123 0 52,657
NEWMONT MINING CORP COM 651639106 48,977 1,413,482 SH   SOLE   927,262 0 486,220
NEXTERA ENERGY INC COM 65339F101 34,172 196,596 SH   SOLE   101,669 0 94,927
NICE SYSTEMS LTD-SPONS ADR COM 653656108 1,124 10,383 SH   SOLE   2,002 0 8,381
NISOURCE INC COM 65473P105 9,725 383,621 SH   SOLE   197,433 0 186,188
NORDSTROM INC COM 655664100 5,254 112,733 SH   SOLE   54,565 0 58,168
OMNICOM GROUP COM 681919106 1,387 18,935 SH   SOLE   2,812 0 16,123
OPEN TEXT CORP COM 683715106 919 28,200 SH   SOLE   2,300 0 25,900
P G & E CORP COM 69331C108 26,019 1,095,556 SH   SOLE   624,236 0 471,320
PARSLEY ENERGY INC-CLASS A COM 701877102 73 4,590 SH   SOLE   0 0 4,590
PINNACLE WEST CAPITAL COM 723484101 1,984 23,289 SH   SOLE   7,582 0 15,707
PROCTER & GAMBLE CO/THE COM 742718109 1,684 18,319 SH   SOLE   0 0 18,319
PUBLIC SERVICE ENTERPRISE GP COM 744573106 15,883 305,153 SH   SOLE   155,722 0 149,431
PUBLIC STORAGE INC COM 74460D109 51,369 253,787 SH   SOLE   126,971 0 126,816
REALTY INCOME CORP COM 756109104 264 4,183 SH   SOLE   0 0 4,183
RITCHIE BROS AUCTIONEERS COM 767744105 4,127 126,200 SH   SOLE   10,300 0 115,900
ROGERS COMMUNICATIONS -CL B COM 775109200 548 10,700 SH   SOLE   900 0 9,800
SAREPTA THERAPEUTICS INC COM 803607100 37 341 SH   SOLE   0 0 341
SEMPRA ENERGY COM 816851109 50,035 462,469 SH   SOLE   268,990 0 193,479
SHAW COMMUNICATIONS INC-B COM 82028K200 2,122 117,300 SH   SOLE   9,600 0 107,700
SIGNATURE BANK COM 82669G104 916 8,911 SH   SOLE   2,833 0 6,078
STANTEC INC COM 85472N109 1,704 77,800 SH   SOLE   6,400 0 71,400
STARBUCKS CORP COM 855244109 170 2,635 SH   SOLE   0 0 2,635
SYMANTEC CORP COM 871503108 40,697 2,153,858 SH   SOLE   1,177,503 0 976,355
TAL EDUCATION GROUP- ADR COM 874080104 27,572 1,033,417 SH   SOLE   914,958 0 118,459
TESLA MOTORS INC COM 88160R101 33,580 100,901 SH   SOLE   56,485 0 44,416
THOMSON REUTERS CORP COM 884903709 19,946 413,207 SH   SOLE   218,432 0 194,775
TIFFANY & CO COM 886547108 16,368 203,301 SH   SOLE   125,387 0 77,914
TRIPADVISOR INC COM 896945201 27,826 515,871 SH   SOLE   289,753 0 226,118
TURQUOISE HILL RESOURCES LTD COM 900435108 153 93,000 SH   SOLE   7,600 0 85,400
TYSON FOODS INC-CL A COM 902494103 6,711 125,677 SH   SOLE   32,414 0 93,263
ULTA SALON COSMETICS & FRAGR COM 90384S303 54,827 223,929 SH   SOLE   120,940 0 102,989
UNITED THERAPEUTICS CORP COM 91307C102 1,860 17,080 SH   SOLE   2,567 0 14,513
UNIVERSAL HEALTH SERVICES-B COM 913903100 33,305 285,736 SH   SOLE   146,097 0 139,639
VENTAS INC COM 92276F100 19,035 324,888 SH   SOLE   157,087 0 167,801
VERIZON COMMUNICATIONS INC COM 92343V104 3,105 55,230 SH   SOLE   21,940 0 33,290
VIACOM INC-CLASS B COM 92553P201 37,897 1,474,608 SH   SOLE   848,932 0 625,676
VMWARE INC-CLASS A COM 928563402 2,134 15,561 SH   SOLE   10,101 0 5,460
WABTEC CORP COM 929740108 1,656 23,571 SH   SOLE   15,817 0 7,754
WAYFAIR INC- CLASS A COM 94419L101 6,480 71,938 SH   SOLE   26,144 0 45,794
WELLCARE HEALTH PLANS INC COM 94946T106 2,629 11,136 SH   SOLE   3,507 0 7,629
WHEATON PRECIOUS METALS CORP COM 962879102 6,269 321,300 SH   SOLE   50,700 0 270,600
WW GRAINGER INC COM 384802104 50,742 179,706 SH   SOLE   103,172 0 76,534
WYNN RESORTS LTD COM 983134107 13,341 134,879 SH   SOLE   124,820 0 10,059
YAMANA GOLD INC COM 98462Y100 1,592 677,500 SH   SOLE   55,200 0 622,300
YY INC-ADR COM 98426T106 5,994 100,136 SH   SOLE   95,842 0 4,294
ZAYO GROUP HOLDINGS INC COM 98919V105 3,906 171,030 SH   SOLE   83,686 0 87,344