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 5,131 65,883 SH   SOLE   63,883 0 2,000
ACTIVISION BLIZZARD INC COM 00507V109 4,992 109,643 SH   SOLE   103,431 0 6,212
ADVANCE AUTO PARTS INC COM 00751Y106 7,328 42,974 SH   SOLE   18,982 0 23,992
AGNC INVESTMENT CORP COM 00123Q104 15,331 851,748 SH   SOLE   310,849 0 540,899
AGNICO-EAGLE MINES COM 008474108 29,082 668,720 SH   SOLE   269,201 0 399,519
ALAMOS GOLD INC COM 011532108 1,850 364,524 SH   SOLE   29,224 0 335,300
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 10,859 116,202 SH   SOLE   70,059 0 46,143
AMARIN CORP PLC -ADR COM 023111206 46 2,200 SH   SOLE   2,200 0 0
AMERCO COM 023586100 1,394 3,751 SH   SOLE   1,037 0 2,714
AMERICAN TOWER CORP COM 03027X100 83 421 SH   SOLE   0 0 421
AMERICAN WATER WORKS CO INC COM 030420103 704 6,755 SH   SOLE   1,682 0 5,073
ANNALY CAPITAL MANAGEMENT INC COM 035710409 18,059 1,807,731 SH   SOLE   944,600 0 863,131
AQUA AMERICA INC COM 03836W103 66 1,820 SH   SOLE   0 0 1,820
AUTOHOME INC-ADR COM 05278C107 8,088 76,940 SH   SOLE   74,213 0 2,727
AUTOZONE INC COM 053332102 61,988 60,528 SH   SOLE   39,571 0 20,957
BIOGEN IDEC INC COM 09062X103 11,739 49,661 SH   SOLE   43,399 0 6,262
BRISTOL-MYERS SQUIBB CO COM 110122108 13,899 291,314 SH   SOLE   163,265 0 128,049
C.H. ROBINSON WORLDWIDE INC COM 12541W209 1,051 12,085 SH   SOLE   2,246 0 9,839
CABOT OIL & GAS CORP COM 127097103 13,605 521,270 SH   SOLE   324,249 0 197,021
CAMECO CORP COM 13321L108 7,915 671,332 SH   SOLE   228,132 0 443,200
CAMPBELL SOUP CO COM 134429109 48,892 1,282,256 SH   SOLE   879,265 0 402,991
CBOE HOLDINGS INC COM 12503M108 63,750 667,959 SH   SOLE   459,107 0 208,852
CHIPOTLE MEXICAN GRILL INC COM 169656105 49,237 69,317 SH   SOLE   41,697 0 27,620
CHURCH & DWIGHT CO INC COM 171340102 7,258 101,895 SH   SOLE   28,458 0 73,437
CIA DE MINAS BUENAVENTUR-ADR COM 204448104 30,236 1,749,773 SH   SOLE   1,611,355 0 138,418
CLOROX COMPANY COM 189054109 15,259 95,096 SH   SOLE   37,607 0 57,489
CMS ENERGY CORP COM 125896100 23,651 425,833 SH   SOLE   173,986 0 251,847
COMMSCOPE HOLDING CO INC COM 20337X109 9,857 453,596 SH   SOLE   422,682 0 30,914
CONSOLIDATED EDISON INC COM 209115104 84,664 998,276 SH   SOLE   652,773 0 345,503
CONSTELLATION BRANDS INC-A COM 21036P108 2,279 13,000 SH   SOLE   1,827 0 11,173
COTT CORPORATION COM 22163N106 4,509 308,904 SH   SOLE   24,704 0 284,200
COTY INC-CL A COM 222070203 6,019 523,394 SH   SOLE   235,571 0 287,823
CROWN CASTLE INTL CORP COM 22822V101 5,206 40,674 SH   SOLE   29,705 0 10,969
DARDEN RESTAURANTS INC COM 237194105 15,117 124,449 SH   SOLE   60,503 0 63,946
DENTSPLY INTERNATIONAL INC COM 24906P109 11,905 240,073 SH   SOLE   218,653 0 21,420
DEXCOM INC COM 252131107 22,890 192,194 SH   SOLE   137,761 0 54,433
DISCOVERY COMMUNICATIONS-A COM 25470F104 1,270 47,011 SH   SOLE   44,718 0 2,293
DISCOVERY COMMUNICATIONS-C COM 25470F302 64 2,524 SH   SOLE   0 0 2,524
DOLLAR TREE INC COM 256746108 4,870 46,363 SH   SOLE   42,333 0 4,030
DOMINION ENERGY INC COM 25746U109 27,135 353,961 SH   SOLE   143,216 0 210,745
DOMINO'S PIZZA INC COM 25754A201 10,790 41,807 SH   SOLE   37,932 0 3,875
EDISON INTERNATIONAL COM 281020107 49,940 806,524 SH   SOLE   513,834 0 292,690
ELI LILLY & CO COM 532457108 790 6,092 SH   SOLE   0 0 6,092
EQUIFAX INC COM 294429105 9,125 77,000 SH   SOLE   72,807 0 4,193
EQUINIX INC COM 29444U700 24 54 SH   SOLE   0 0 54
ETSY INC COM 29786A106 43 637 SH   SOLE   0 0 637
EVERSOURCE ENERGY COM 30040W108 48,217 679,585 SH   SOLE   438,446 0 241,139
EXACT SCIENCES CORP COM 30063P105 174 2,008 SH   SOLE   0 0 2,008
EXELIXIS INC COM 30161Q104 107 4,508 SH   SOLE   0 0 4,508
EXELON CORP COM 30161N101 18,715 373,325 SH   SOLE   201,281 0 172,044
EXPEDIA GROUP INC COM 30212P303 8,080 67,903 SH   SOLE   61,928 0 5,975
EXTRA SPACE STORAGE INC COM 30225T102 48,995 480,772 SH   SOLE   353,034 0 127,738
FLIR SYSTEMS INC COM 302445101 3,343 70,265 SH   SOLE   59,477 0 10,788
FOOT LOCKER INC COM 344849104 419 6,914 SH   SOLE   0 0 6,914
FRANCO-NEVADA CORP COM 351858105 35,576 474,377 SH   SOLE   187,870 0 286,507
GAP INC/THE COM 364760108 23,306 890,205 SH   SOLE   499,383 0 390,822
GENERAL ELECTRIC CO COM 369604103 40,295 4,033,540 SH   SOLE   2,568,020 0 1,465,520
GENERAL MILLS INC COM 370334104 42,347 818,299 SH   SOLE   579,987 0 238,312
GENERAL MOTORS CO COM 37045V100 69 1,857 SH   SOLE   0 0 1,857
GILDAN ACTIVEWEAR INC COM 375916103 9,282 258,070 SH   SOLE   48,736 0 209,334
GRUBHUB INC COM 400110102 5,672 81,649 SH   SOLE   71,299 0 10,350
GW PHARMACEUTICALS -ADR COM 36197T103 101 600 SH   SOLE   600 0 0
H&R BLOCK INC COM 093671105 25,892 1,081,542 SH   SOLE   785,925 0 295,617
HASBRO INC COM 418056107 4,761 55,997 SH   SOLE   48,690 0 7,307
HCP INC COM 40414L109 2,370 75,730 SH   SOLE   21,449 0 54,281
HERSHEY CO/THE COM 427866108 22,570 196,549 SH   SOLE   103,656 0 92,893
HUMANA INC COM 444859102 36,834 138,474 SH   SOLE   83,030 0 55,444
HUTCHISON CHINA MEDITECH-ADR COM 44842L103 1,251 40,901 SH   SOLE   12,282 0 28,619
IMPERIAL OIL LTD COM 453038408 368 13,484 SH   SOLE   1,184 0 12,300
INTERCONTINENTALEXCHANGE INC COM 45866F104 1,052 13,814 SH   SOLE   0 0 13,814
IPG PHOTONICS CORP COM 44980X109 1,803 11,882 SH   SOLE   11,301 0 581
JM SMUCKER CO/THE COM 832696405 31,018 266,253 SH   SOLE   196,881 0 69,372
KELLOGG CO COM 487836108 10,402 181,290 SH   SOLE   89,507 0 91,783
KIMBERLY-CLARK CORP COM 494368103 30 246 SH   SOLE   0 0 246
KINROSS GOLD CORP COM 496902404 22,950 6,665,118 SH   SOLE   2,473,169 0 4,191,949
KNIGHT-SWIFT TRANSPORTATION COM 499049104 10,829 331,364 SH   SOLE   210,931 0 120,433
KOHLS CORP COM 500255104 1,234 17,940 SH   SOLE   3,897 0 14,043
KROGER CO COM 501044101 30,959 1,258,502 SH   SOLE   762,991 0 495,511
LIMITED BRANDS INC COM 501797104 9,702 351,788 SH   SOLE   223,576 0 128,212
LULULEMON ATHLETICA INC COM 550021109 5,974 36,455 SH   SOLE   8,882 0 27,573
MACY'S INC COM 55616P104 13,745 571,974 SH   SOLE   380,331 0 191,643
MARKETAXESS HOLDINGS INC COM 57060D108 778 3,163 SH   SOLE   0 0 3,163
MATTEL INC COM 577081102 25,396 1,953,530 SH   SOLE   1,394,346 0 559,184
MCDONALD'S CORP COM 580135101 23,433 123,398 SH   SOLE   78,263 0 45,135
MELCO CROWN ENTERTAINME-ADR COM 585464100 1,056 46,760 SH   SOLE   46,760 0 0
MIDDLEBY CORP COM 596278101 6,852 52,699 SH   SOLE   46,579 0 6,120
MOBILE TELESYSTEMS-SP ADR COM 607409109 96 12,697 SH   SOLE   0 0 12,697
MOHAWK INDUSTRIES INC COM 608190104 1,783 14,135 SH   SOLE   4,328 0 9,807
MOLINA HEALTHCARE INC COM 60855R100 172 1,211 SH   SOLE   0 0 1,211
MOLSON COORS BREWING CO -B COM 60871R209 4,236 71,012 SH   SOLE   66,060 0 4,952
NATIONAL INSTRUMENTS CORP COM 636518102 105 2,362 SH   SOLE   0 0 2,362
NEKTAR THERAPEUTICS COM 640268108 21,522 640,547 SH   SOLE   427,158 0 213,389
NEUROCRINE BIOSCIENCES INC COM 64125C109 277 3,139 SH   SOLE   0 0 3,139
NEWELL RUBBERMAID INC COM 651229106 1,780 116,021 SH   SOLE   97,680 0 18,341
NEWMONT GOLDCORP CORP COM 651639106 53,851 1,505,467 SH   SOLE   1,016,634 0 488,833
NEXTERA ENERGY INC COM 65339F101 42,671 220,726 SH   SOLE   132,141 0 88,585
NISOURCE INC COM 65473P105 10,366 361,684 SH   SOLE   157,878 0 203,806
NORDSTROM INC COM 655664100 17,343 390,793 SH   SOLE   241,061 0 149,732
NVR INC COM 62944T105 1,585 573 SH   SOLE   545 0 28
P G & E CORP COM 69331C108 145 8,157 SH   SOLE   0 0 8,157
PINNACLE WEST CAPITAL COM 723484101 3,246 33,960 SH   SOLE   9,555 0 24,405
PROCTER & GAMBLE CO/THE COM 742718109 920 8,842 SH   SOLE   0 0 8,842
PUBLIC SERVICE ENTERPRISE GP COM 744573106 14,664 246,825 SH   SOLE   99,989 0 146,836
PUBLIC STORAGE INC COM 74460D109 68,449 314,302 SH   SOLE   192,986 0 121,316
QURATE RETAIL GROUP INC COM 74915M100 171 10,710 SH   SOLE   0 0 10,710
REALTY INCOME CORP COM 756109104 173 2,350 SH   SOLE   0 0 2,350
RESMED INC COM 761152107 5,668 54,511 SH   SOLE   48,067 0 6,444
RITCHIE BROS AUCTIONEERS COM 767744105 5,445 160,322 SH   SOLE   12,822 0 147,500
ROGERS COMMUNICATIONS -CL B COM 775109200 2,352 43,720 SH   SOLE   3,620 0 40,100
SAREPTA THERAPEUTICS INC COM 803607100 29 246 SH   SOLE   0 0 246
SEMPRA ENERGY COM 816851109 50,846 403,990 SH   SOLE   279,835 0 124,155
SHAW COMMUNICATIONS INC-B COM 82028K200 570 27,400 SH   SOLE   2,200 0 25,200
SNAP INC - A COM 83304A106 206 18,677 SH   SOLE   0 0 18,677
STANTEC INC COM 85472N109 1,092 46,200 SH   SOLE   3,700 0 42,500
SYMANTEC CORP COM 871503108 41,342 1,798,272 SH   SOLE   1,121,382 0 676,890
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 706 7,476 SH   SOLE   0 0 7,476
TAL EDUCATION GROUP- ADR COM 874080104 30,218 837,534 SH   SOLE   801,790 0 35,744
TESLA MOTORS INC COM 88160R101 30,186 107,860 SH   SOLE   68,314 0 39,546
THOMSON REUTERS CORP COM 884903709 29,937 505,807 SH   SOLE   238,132 0 267,675
TIFFANY & CO COM 886547108 1,765 16,721 SH   SOLE   15,299 0 1,422
TRIPADVISOR INC COM 896945201 11,399 221,563 SH   SOLE   159,750 0 61,813
TYSON FOODS INC-CL A COM 902494103 3,620 52,133 SH   SOLE   9,062 0 43,071
ULTA SALON COSMETICS & FRAGR COM 90384S303 43,657 125,189 SH   SOLE   73,083 0 52,106
UNIVERSAL HEALTH SERVICES-B COM 913903100 4,827 36,088 SH   SOLE   6,512 0 29,576
VAIL RESORTS INC COM 91879Q109 99 455 SH   SOLE   0 0 455
VENTAS INC COM 92276F100 33,689 527,964 SH   SOLE   327,613 0 200,351
VERIZON COMMUNICATIONS INC COM 92343V104 19,399 328,080 SH   SOLE   220,915 0 107,165
VIACOM INC-CLASS B COM 92553P201 29,160 1,038,835 SH   SOLE   756,431 0 282,404
WABTEC CORP COM 929740108 930 12,621 SH   SOLE   5,034 0 7,587
WAYFAIR INC- CLASS A COM 94419L101 3,564 24,008 SH   SOLE   6,081 0 17,927
WELLCARE HEALTH PLANS INC COM 94946T106 1,998 7,408 SH   SOLE   2,210 0 5,198
WHEATON PRECIOUS METALS CORP COM 962879102 30,935 1,299,200 SH   SOLE   484,400 0 814,800
WW GRAINGER INC COM 384802104 39,589 131,555 SH   SOLE   92,460 0 39,095
WYNN RESORTS LTD COM 983134107 1,386 11,616 SH   SOLE   8,854 0 2,762
XPO LOGISTICS INC COM 983793100 9,541 177,536 SH   SOLE   110,883 0 66,653
YAMANA GOLD INC COM 98462Y100 2,921 1,121,524 SH   SOLE   89,724 0 1,031,800
YY INC-ADR COM 98426T106 252 2,997 SH   SOLE   0 0 2,997
ZAYO GROUP HOLDINGS INC COM 98919V105 2,740 96,399 SH   SOLE   86,847 0 9,552