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
ABBOTT LABORATORIES COM 002824100 3,875 53,570 SH   SOLE   53,570 0 0
ADOBE SYSTEMS INC COM 00724F101 3,421 15,120 SH   SOLE   15,120 0 0
AES CORP COM 00130H105 7,642 528,500 SH   SOLE   528,500 0 0
ALBEMARLE CORP COM 012653101 5,063 65,690 SH   SOLE   65,690 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,483 35,770 SH   SOLE   35,770 0 0
ALPHABET INC-CL A COM 02079K305 9,770 9,350 SH   SOLE   9,350 0 0
ALPHABET INC-CL C COM 02079K107 9,796 9,459 SH   SOLE   9,459 0 0
AMAZON.COM INC COM 023135106 18,805 12,520 SH   SOLE   12,520 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 5,035 122,900 SH   SOLE   122,900 0 0
AT&T INC COM 00206R102 8,351 292,590 SH   SOLE   292,590 0 0
BARRICK GOLD CORP COM 067901108 8,271 610,820 SH   SOLE   610,820 0 0
BERKSHIRE HATHAWAY B COM 084670702 5,856 28,680 SH   SOLE   28,680 0 0
BOEING CO COM 097023105 5,183 16,070 SH   SOLE   16,070 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,131 175,670 SH   SOLE   175,670 0 0
CABOT OIL & GAS CORP COM 127097103 6,517 291,580 SH   SOLE   291,580 0 0
CELGENE CORP COM 151020104 6,217 97,010 SH   SOLE   97,010 0 0
CF INDUSTRIES HOLDINGS COM 125269100 7,366 169,290 SH   SOLE   169,290 0 0
CIA SANEAMENTO BASICO DE - ADR COM 20441A102 306 37,880 SH   SOLE   37,880 0 0
CIMAREX ENERGY CO COM 171798101 4,838 78,470 SH   SOLE   78,470 0 0
CISCO SYSTEMS INC COM 17275R102 5,980 138,020 SH   SOLE   138,020 0 0
CONOCOPHILLIPS COM 20825C104 7,694 123,400 SH   SOLE   123,400 0 0
DEVON ENERGY CORPORATION COM 25179M103 4,403 195,320 SH   SOLE   195,320 0 0
DOMINION RESOURCES INC/VA COM 25746U109 217 3,040 SH   SOLE   3,040 0 0
DUKE ENERGY CORP COM 26441C204 287 3,330 SH   SOLE   3,330 0 0
ENEL AMERICAS ADR COM 29274F104 321 35,940 SH   SOLE   35,940 0 0
EXELON CORP COM 30161N101 204 4,530 SH   SOLE   4,530 0 0
EXXON MOBIL CORP COM 30231G102 8,250 120,990 SH   SOLE   120,990 0 0
FACEBOOK COM 30303M102 9,622 73,400 SH   SOLE   73,400 0 0
HCA HOLDINGS INC COM 40412C101 489 3,930 SH   SOLE   3,930 0 0
INCYTE CORP COM 45337C102 4,222 66,390 SH   SOLE   66,390 0 0
INTEL CORP COM 458140100 4,363 92,970 SH   SOLE   92,970 0 0
JOHNSON & JOHNSON COM 478160104 12,393 96,030 SH   SOLE   96,030 0 0
KINDER MORGAN INC COM 49456B101 433 28,150 SH   SOLE   28,150 0 0
KT CORP COM 48268K101 251 17,640 SH   SOLE   17,640 0 0
MASTERCARD INC-CLASS A COM 57636Q104 5,227 27,710 SH   SOLE   27,710 0 0
MCDONALD'S CORP COM 580135101 4,198 23,640 SH   SOLE   23,640 0 0
MEDTRONIC PLC COM G5960L103 9,350 102,790 SH   SOLE   102,790 0 0
MERCK & CO. INC. COM 58933Y105 6,068 79,410 SH   SOLE   79,410 0 0
MICROSOFT CORP COM 594918104 23,721 233,547 SH   SOLE   233,547 0 0
MITEK SYSTEMS COM 606710200 173 16,030 SH   SOLE   16,030 0 0
MOSAIC CO/THE COM 61945C103 8,006 274,090 SH   SOLE   274,090 0 0
NETFLIX COM 64110L106 3,546 13,250 SH   SOLE   13,250 0 0
NEW RELIC COM 64829B100 259 3,200 SH   SOLE   3,200 0 0
NEXTERA ENERGY COM 65339F101 388 2,230 SH   SOLE   2,230 0 0
NOBLE ENERGY INC COM 655044105 5,086 271,090 SH   SOLE   271,090 0 0
NRG ENERGY INC COM 629377508 10,693 270,020 SH   SOLE   270,020 0 0
NUCOR CORP COM 670346105 6,673 128,800 SH   SOLE   128,800 0 0
ONEOK COM 682680103 316 5,850 SH   SOLE   5,850 0 0
PFIZER INC COM 717081103 7,702 176,460 SH   SOLE   176,460 0 0
PHILIP MORRIS INTERNATIONAL COM 718172109 4,839 72,490 SH   SOLE   72,490 0 0
POLO RALPH LAUREN CORP COM 751212101 4,511 43,600 SH   SOLE   43,600 0 0
PPL CORPORATION COM 69351T106 5,770 203,660 SH   SOLE   203,660 0 0
PROCTER & GAMBLE CO/THE COM 742718109 3,942 42,880 SH   SOLE   42,880 0 0
QUANTA SERVICES INC COM 74762E102 4,715 156,640 SH   SOLE   156,640 0 0
REGENERON PHARMACEUTICALS COM 75886F107 8,176 21,890 SH   SOLE   21,890 0 0
SOUTHERN CO COM 842587107 208 4,740 SH   SOLE   4,740 0 0
TWITTER COM 90184L102 7,243 252,020 SH   SOLE   252,020 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,322 148,020 SH   SOLE   148,020 0 0
VISA COM 92826C839 7,068 53,570 SH   SOLE   53,570 0 0
VULCAN MATERIALS CO COM 929160109 4,672 47,290 SH   SOLE   47,290 0 0
WILLIAMS COS INC COM 969457100 382 17,320 SH   SOLE   17,320 0 0