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
ABERDEEN CHILE FD INC COM 00301W105 90 16,099 SH   SOLE   16,099 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 13,758 91,360 SH   SOLE   91,360 0 0
AGRIUM INC COM 008916108 2,362 26,520 SH   SOLE   26,520 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,859 133,539 SH   SOLE   133,539 0 0
ALLERGAN PLC SHS G0177J108 21,161 67,680 SH   SOLE   67,680 0 0
ALPHABET INC CAP STK CL C 02079K107 38,393 50,564 SH   SOLE   50,564 0 0
ALPHABET INC CAP STK CL A 02079K305 73,877 94,905 SH   SOLE   94,905 0 0
ALTRIA GROUP INC COM 02209S103 43,165 741,141 SH   SOLE   741,141 0 0
AMAZON COM INC COM 023135106 44,633 66,000 SH   SOLE   66,000 0 0
AMBEV SA SPONSORED ADR 02319V103 1,040 233,030 SH   SOLE   233,030 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2,092 148,713 SH   SOLE   148,713 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 13,572 218,890 SH   SOLE   218,890 0 0
AMGEN INC COM 031162100 20,902 128,690 SH   SOLE   128,690 0 0
AMPHENOL CORP NEW CL A 032095101 25,090 480,120 SH   SOLE   480,120 0 0
ANTHEM INC COM 036752103 22,216 159,240 SH   SOLE   159,240 0 0
APPLE INC COM 037833100 105,613 1,002,805 SH   SOLE   1,002,805 0 0
AT&T INC COM 00206R102 52,019 1,510,910 SH   SOLE   1,510,910 0 0
AVERY DENNISON CORP COM 053611109 16,678 266,020 SH   SOLE   266,020 0 0
BAIDU INC SPON ADR REP A 056752108 12,559 66,398 SH   SOLE   66,398 0 0
BANK AMER CORP COM 060505104 29,505 1,752,160 SH   SOLE   1,752,160 0 0
BANK NEW YORK MELLON CORP COM 064058100 38,298 928,620 SH   SOLE   928,620 0 0
BCE INC COM NEW 05534B760 2,488 64,600 SH   SOLE   64,600 0 0
BECTON DICKINSON & CO COM 075887109 39,111 253,680 SH   SOLE   253,680 0 0
BOEING CO COM 097023105 16,102 111,300 SH   SOLE   111,300 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 19,488 283,150 SH   SOLE   283,150 0 0
CANADIAN NATL RY CO COM 136375102 4,918 88,280 SH   SOLE   88,280 0 0
CELGENE CORP COM 151020104 32,300 269,560 SH   SOLE   269,560 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 523 93,885 SH   SOLE   93,885 0 0
CHEVRON CORP NEW COM 166764100 28,538 317,060 SH   SOLE   317,060 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 11,973 84,000 SH   SOLE   84,000 0 0
CIMAREX ENERGY CO COM 171798101 18,712 209,240 SH   SOLE   209,240 0 0
CINTAS CORP COM 172908105 18,390 201,870 SH   SOLE   201,870 0 0
CISCO SYS INC COM 17275R102 47,142 1,735,110 SH   SOLE   1,735,110 0 0
CITIGROUP INC COM NEW 172967424 57,222 1,105,140 SH   SOLE   1,105,140 0 0
CME GROUP INC COM 12572Q105 35,751 394,390 SH   SOLE   394,390 0 0
COCA COLA CO COM 191216100 52,172 1,213,770 SH   SOLE   1,213,770 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 21,361 355,701 SH   SOLE   355,701 0 0
COMCAST CORP NEW CL A 20030N101 46,324 820,460 SH   SOLE   820,460 0 0
CONCHO RES INC COM 20605P101 20,781 223,670 SH   SOLE   223,670 0 0
CONSTELLATION BRANDS INC CL A 21036P108 37,720 264,670 SH   SOLE   264,670 0 0
CONTINENTAL RESOURCES INC COM 212015101 16,444 715,210 SH   SOLE   715,210 0 0
CREDICORP LTD COM G2519Y108 1,390 14,280 SH   SOLE   14,280 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 20,741 239,790 SH   SOLE   239,790 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 20,463 835,817 SH   SOLE   835,817 0 0
DIAMONDBACK ENERGY INC COM 25278X109 15,472 231,141 SH   SOLE   231,141 0 0
DISNEY WALT CO COM DISNEY 254687106 49,909 474,700 SH   SOLE   474,700 0 0
DOW CHEM CO COM 260543103 21,340 414,310 SH   SOLE   414,310 0 0
EAST WEST BANCORP INC COM 27579R104 14,786 355,593 SH   SOLE   355,593 0 0
EMPRESA NACIONAL DE ELCTRCID SPONSORED ADR 29244T101 1,374 37,053 SH   SOLE   37,053 0 0
ENBRIDGE INC COM 29250N105 5,586 168,590 SH   SOLE   168,590 0 0
EVERSOURCE ENERGY COM 30040W108 30,312 593,216 SH   SOLE   593,216 0 0
EXPEDITORS INTL WASH INC COM 302130109 16,036 355,380 SH   SOLE   355,380 0 0
EXXON MOBIL CORP COM 30231G102 79,174 1,015,150 SH   SOLE   1,015,150 0 0
FACEBOOK INC CL A 30303M102 40,330 385,130 SH   SOLE   385,130 0 0
FISERV INC COM 337738108 26,187 286,170 SH   SOLE   286,170 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 4,070 44,045 SH   SOLE   44,045 0 0
FRANCO NEVADA CORP COM 351858105 4,740 103,960 SH   SOLE   103,960 0 0
GENERAL ELECTRIC CO COM 369604103 51,948 1,666,780 SH   SOLE   1,666,780 0 0
GILEAD SCIENCES INC COM 375558103 25,160 248,510 SH   SOLE   248,510 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 2,185 80,272 SH   SOLE   80,272 0 0
HOME DEPOT INC COM 437076102 51,392 388,390 SH   SOLE   388,390 0 0
HONEYWELL INTL INC COM 438516106 45,682 440,830 SH   SOLE   440,830 0 0
HUDBAY MINERALS INC COM 443628102 2,016 527,230 SH   SOLE   527,230 0 0
ILLINOIS TOOL WKS INC COM 452308109 20,646 222,650 SH   SOLE   222,650 0 0
INGERSOLL-RAND PLC SHS G47791101 19,106 345,380 SH   SOLE   345,380 0 0
INTEL CORP COM 458140100 28,043 813,580 SH   SOLE   813,580 0 0
ISHARES TR MSCI INDIA ETF 46429B598 3,858 140,000 SH   SOLE   140,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 16,113 383,897 SH   SOLE   383,897 0 0
JD COM INC SPON ADR CL A 47215P106 4,449 137,829 SH   SOLE   137,829 0 0
JOHNSON & JOHNSON COM 478160104 48,457 471,481 SH   SOLE   471,481 0 0
JOHNSON CTLS INC COM 478366107 18,250 461,890 SH   SOLE   461,890 0 0
JPMORGAN CHASE & CO COM 46625H100 66,114 1,000,730 SH   SOLE   1,000,730 0 0
JUNIPER NETWORKS INC COM 48203R104 22,251 805,760 SH   SOLE   805,760 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 18,983 153,450 SH   SOLE   153,450 0 0
LEAR CORP COM NEW 521865204 26,637 216,743 SH   SOLE   216,743 0 0
LILLY ELI & CO COM 532457108 30,149 357,610 SH   SOLE   357,610 0 0
MAGNA INTL INC COM 559222401 2,430 60,110 SH   SOLE   60,110 0 0
MARTIN MARIETTA MATLS INC COM 573284106 23,383 171,110 SH   SOLE   171,110 0 0
MASCO CORP COM 574599106 25,330 894,570 SH   SOLE   894,570 0 0
MATTEL INC COM 577081102 17,352 638,310 SH   SOLE   638,310 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 22,891 602,071 SH   SOLE   602,071 0 0
MCDONALDS CORP COM 580135101 19,148 161,990 SH   SOLE   161,990 0 0
MEDTRONIC PLC SHS G5960L103 43,881 570,170 SH   SOLE   570,170 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 24,427 524,570 SH   SOLE   524,570 0 0
MICROSOFT CORP COM 594918104 77,636 1,398,589 SH   SOLE   1,398,589 0 0
MID-AMER APT CMNTYS INC COM 59522J103 26,105 287,310 SH   SOLE   287,310 0 0
MOHAWK INDS INC COM 608190104 22,578 119,150 SH   SOLE   119,150 0 0
NORTHERN TR CORP COM 665859104 26,263 364,110 SH   SOLE   364,110 0 0
NUVASIVE INC COM 670704105 14,720 271,892 SH   SOLE   271,892 0 0
NXP SEMICONDUCTORS N V COM N6596X109 19,069 226,210 SH   SOLE   226,210 0 0
PALO ALTO NETWORKS INC COM 697435105 14,561 82,625 SH   SOLE   82,625 0 0
PEPSICO INC COM 713448108 24,852 248,582 SH   SOLE   248,582 0 0
PFIZER INC COM 717081103 34,088 1,055,441 SH   SOLE   1,055,441 0 0
PHILIP MORRIS INTL INC COM 718172109 55,500 630,990 SH   SOLE   630,990 0 0
PINNACLE WEST CAP CORP COM 723484101 17,157 265,940 SH   SOLE   265,940 0 0
PPG INDS INC COM 693506107 19,860 200,862 SH   SOLE   200,862 0 0
PROCTER & GAMBLE CO COM 742718109 37,085 466,750 SH   SOLE   466,750 0 0
PUBLIC STORAGE COM 74460D109 29,533 119,163 SH   SOLE   119,163 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 25,474 658,059 SH   SOLE   658,059 0 0
REGENERON PHARMACEUTICALS COM 75886F107 24,684 45,444 SH   SOLE   45,444 0 0
SALESFORCE COM INC COM 79466L302 33,616 428,540 SH   SOLE   428,540 0 0
SCHEIN HENRY INC COM 806407102 13,631 86,120 SH   SOLE   86,120 0 0
SCHLUMBERGER LTD COM 806857108 30,085 431,093 SH   SOLE   431,093 0 0
SERVICENOW INC COM 81762P102 18,824 217,350 SH   SOLE   217,350 0 0
SNAP ON INC COM 833034101 30,777 179,435 SH   SOLE   179,435 0 0
SOUTHERN CO COM 842587107 40,389 862,720 SH   SOLE   862,720 0 0
STARBUCKS CORP COM 855244109 38,365 638,750 SH   SOLE   638,750 0 0
STRYKER CORP COM 863667101 6,498 69,883 SH   SOLE   69,883 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,701 105,000 SH   SOLE   105,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 460 50,934 SH   SOLE   50,934 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 234 27,606 SH   SOLE   27,606 0 0
TRACTOR SUPPLY CO COM 892356106 16,575 193,760 SH   SOLE   193,760 0 0
TRANSDIGM GROUP INC COM 893641100 16,299 71,307 SH   SOLE   71,307 0 0
UBS GROUP AG SHS H42097107 34,071 1,746,242 SH   SOLE   1,746,242 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 17,432 94,177 SH   SOLE   94,177 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 18,877 96,502 SH   SOLE   96,502 0 0
UNION PAC CORP COM 907818108 31,692 405,050 SH   SOLE   405,050 0 0
UNITED PARCEL SERVICE INC CL B 911312106 11,448 118,900 SH   SOLE   118,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,126 162,490 SH   SOLE   162,490 0 0
VCA INC COM 918194101 15,941 289,680 SH   SOLE   289,680 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 32,803 709,329 SH   SOLE   709,329 0 0
VISA INC COM CL A 92826C839 57,116 736,100 SH   SOLE   736,100 0 0
WABTEC CORP COM 929740108 14,312 201,130 SH   SOLE   201,130 0 0
WELLS FARGO & CO NEW COM 949746101 74,857 1,376,320 SH   SOLE   1,376,320 0 0
YANDEX N V SHS CLASS A N97284108 441 28,048 SH   SOLE   28,048 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 29,797 290,288 SH   SOLE   290,288 0 0