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-ADR SPON ADR REP A 31680Q104 8,509 129,000 SH   SOLE N/A 129,000 0 0
ACTIVISION BLIZZ COM 00507V109 94,065 2,429,988 SH   SOLE N/A 2,429,988 0 0
AFLAC INC COM 001055102 83,804 1,400,000 SH   SOLE N/A 1,400,000 0 0
AKAMAI TECHNOLOG COM 00971T101 43,183 820,510 SH   SOLE N/A 820,510 0 0
ALERE INC COM 01449J105 66,669 1,705,953 SH   SOLE N/A 1,705,953 0 0
ALIBABA GRP-ADR SPONSORED ADS 01609W102 77,694 956,000 SH   SOLE N/A 956,000 0 0
ALLIANT ENERGY COM 018802108 3,222 51,602 SH   SOLE N/A 51,602 0 0
ALLSTATE CORP COM 020002101 3,280 52,831 SH   SOLE N/A 52,831 0 0
ALPHABET INC-A CAP STK CL A 02079K305 108,002 138,818 SH   SOLE N/A 138,818 0 0
ALPHABET INC-C CAP STK CL C 02079K107 175,584 231,372 SH   SOLE N/A 231,372 0 0
ALTRIA GROUP INC COM 02209S103 18,872 324,257 SH   SOLE N/A 324,257 0 0
AMAZON.COM INC COM 023135106 131,123 194,000 SH   SOLE N/A 194,000 0 0
AMBEV SA-ADR SPONSORED ADR 02319V103 24,751 5,549,500 SH   SOLE N/A 5,549,500 0 0
AMERICAN AIRLINE COM 02376R102 62,391 1,473,230 SH   SOLE N/A 1,473,230 0 0
AMERICAN ELECTRI COM 025537101 3,110 53,375 SH   SOLE N/A 53,375 0 0
AMERICAN INTERNA COM NEW 026874784 109,377 1,765,000 SH   SOLE N/A 1,765,000 0 0
AMERICA-SPON ADR SPON ADR L SHS 02364W105 23,030 1,637,984 SH   SOLE N/A 1,637,984 0 0
AMGEN INC COM 031162100 10,340 63,700 SH   SOLE N/A 63,700 0 0
ANACOR PHARMACEU COM 032420101 30,168 267,047 SH   SOLE N/A 267,047 0 0
ANTERO RESOURCES COM 03674X106 914 42,000 SH   SOLE N/A 42,000 0 0
APACHE CORP COM 037411105 61,355 1,380,000 SH   SOLE N/A 1,380,000 0 0
APPLE INC COM 037833100 96,578 917,518 SH   SOLE N/A 917,518 0 0
ARTHUR J GALLAGH COM 363576109 3,057 74,698 SH   SOLE N/A 74,698 0 0
AT&T INC COM 00206R102 3,201 93,046 SH   SOLE N/A 93,046 0 0
BAIDU INC-SP ADR SPON ADR REP A 056752108 54,349 287,500 SH   SOLE N/A 287,500 0 0
BAKER HUGHES INC COM 057224107 33,142 720,000 SH   SOLE N/A 720,000 0 0
BANCO SANTAN-ADR SP ADR REP COM 05965X109 26,308 1,491,374 SH   SOLE N/A 1,491,374 0 0
BCE INC COM NEW 05534B760 3,813 71,332 SH   SOLE N/A 71,332 0 0
BED BATH &BEYOND COM 075896100 2,604 53,967 SH   SOLE N/A 53,967 0 0
BIOMARIN PHARMAC COM 09061G101 36,282 346,334 SH   SOLE N/A 346,334 0 0
BLACKROCK INC COM 09247X101 9,530 28,000 SH   SOLE N/A 28,000 0 0
BOEING CO/THE COM 097023105 15,437 106,800 SH   SOLE N/A 106,800 0 0
BRADESCO-ADR SP ADR PFD NEW 059460303 3,240 673,614 SH   SOLE N/A 673,614 0 0
CADENCE DESIGN COM 127387108 106,156 5,101,200 SH   SOLE N/A 5,101,200 0 0
CAE INC COM 124765108 44,995 2,938,949 SH   SOLE N/A 2,938,949 0 0
CAMDEN PROP TR SH BEN INT 133131102 3,100 40,381 SH   SOLE N/A 40,381 0 0
CAN NATL RAILWAY COM 136375102 13,117 169,600 SH   SOLE N/A 169,600 0 0
CDW CORP/DE COM 12514G108 56,208 1,337,003 SH   SOLE N/A 1,337,003 0 0
CELGENE CORP COM 151020104 111,018 927,000 SH   SOLE N/A 927,000 0 0
CEMEX SAB-SP ADR SPON ADR NEW 151290889 24,878 4,466,451 SH   SOLE N/A 4,466,451 0 0
CISCO SYSTEMS COM 17275R102 9,860 363,100 SH   SOLE N/A 363,100 0 0
CIT GROUP INC COM NEW 125581801 3,054 76,941 SH   SOLE N/A 76,941 0 0
CITIGROUP INC COM NEW 172967424 127,305 2,460,000 SH   SOLE N/A 2,460,000 0 0
COGNIZANT TECH-A CL A 192446102 119,140 1,985,000 SH   SOLE N/A 1,985,000 0 0
COLGATE-PALMOLIV COM 194162103 3,115 46,779 SH   SOLE N/A 46,779 0 0
COMCAST CORP-A CL A 20030N101 142,881 2,532,000 SH   SOLE N/A 2,532,000 0 0
CONS EDISON INC COM 209115104 3,002 46,717 SH   SOLE N/A 46,717 0 0
CONSTELLATION-A CL A 21036P108 63,763 447,740 SH   SOLE N/A 447,740 0 0
CRITEO SA-ADR SPONS ADS 226718104 28,912 730,107 SH   SOLE N/A 730,107 0 0
CVS HEALTH CORP COM 126650100 154,470 1,580,417 SH   SOLE N/A 1,580,417 0 0
DOLLAR GENERAL C COM 256677105 172,931 2,406,835 SH   SOLE N/A 2,406,835 0 0
DTE ENERGY CO COM 233331107 3,008 37,528 SH   SOLE N/A 37,528 0 0
EDGEWELL PERSONA COM 28035Q102 2,962 37,801 SH   SOLE N/A 37,801 0 0
EDISON INTL COM 281020107 2,886 48,752 SH   SOLE N/A 48,752 0 0
ENTERGY CORP COM 29364G103 3,084 45,125 SH   SOLE N/A 45,125 0 0
ENVISION HEALTHC COM 29413U103 39,085 1,505,000 SH   SOLE N/A 1,505,000 0 0
EOG RESOURCES COM 26875P101 88,475 1,250,000 SH   SOLE N/A 1,250,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 142,505 471,246 SH   SOLE N/A 471,246 0 0
ESTEE LAUDER CL A 518439104 16,328 185,500 SH   SOLE N/A 185,500 0 0
EVERSOURCE ENERG COM 30040W108 3,067 60,066 SH   SOLE N/A 60,066 0 0
EXPEDITORS INTL COM 302130109 2,830 62,744 SH   SOLE N/A 62,744 0 0
FACEBOOK INC-A CL A 30303M102 149,350 1,427,000 SH   SOLE N/A 1,427,000 0 0
FIRSTENERGY CORP COM 337932107 3,041 95,815 SH   SOLE N/A 95,815 0 0
FOMENTO ECON-ADR SPON ADR UNITS 344419106 61,293 663,700 SH   SOLE N/A 663,700 0 0
GAP INC/THE COM 364760108 2,926 118,503 SH   SOLE N/A 118,503 0 0
GENERAL MILLS IN COM 370334104 3,190 55,342 SH   SOLE N/A 55,342 0 0
GILDAN ACTIVEWEA COM 375916103 103,129 2,622,140 SH   SOLE N/A 2,622,140 0 0
GRUPO TELEV-ADR SPON ADR REP ORD 40049J206 18,435 677,500 SH   SOLE N/A 677,500 0 0
HALLIBURTON CO COM 406216101 60,607 1,781,000 SH   SOLE N/A 1,781,000 0 0
HCA HOLDINGS INC COM 40412C101 78,159 1,155,861 SH   SOLE N/A 1,155,861 0 0
HONEYWELL INTL COM 438516106 15,540 150,100 SH   SOLE N/A 150,100 0 0
HORMEL FOODS CRP COM 440452100 21,963 277,806 SH   SOLE N/A 277,806 0 0
HUNT (JB) TRANS COM 445658107 3,079 41,975 SH   SOLE N/A 41,975 0 0
ISHARES MSCI MAL MSCI MALAYSI ETF 464286830 35,567 4,595,226 SH   SOLE N/A 4,595,226 0 0
ISHARES MSCI SOU MSCI STH KOR ETF 464286772 30,175 607,500 SH   SOLE N/A 607,500 0 0
ITAU UNIBANC-ADR SPON ADR REP PFD 465562106 12,445 1,911,738 SH   SOLE N/A 1,911,738 0 0
JOHNSON&JOHNSON COM 478160104 15,660 152,500 SH   SOLE N/A 152,500 0 0
JPMORGAN CHASE COM 46625H100 118,836 1,800,000 SH   SOLE N/A 1,800,000 0 0
KELLOGG CO COM 487836108 3,257 45,067 SH   SOLE N/A 45,067 0 0
KIMBERLY-CLARK COM 494368103 3,408 26,774 SH   SOLE N/A 26,774 0 0
KIMCO REALTY COM 49446R109 3,235 122,261 SH   SOLE N/A 122,261 0 0
KIRBY CORP COM 497266106 51,388 976,395 SH   SOLE N/A 976,395 0 0
LAM RESEARCH COM 512807108 85,720 1,079,325 SH   SOLE N/A 1,079,325 0 0
LAREDO PETROLEUM COM 516806106 587 73,500 SH   SOLE N/A 73,500 0 0
LIBERTY PROP SH BEN INT 531172104 2,853 91,875 SH   SOLE N/A 91,875 0 0
LOCKHEED MARTIN COM 539830109 3,248 14,958 SH   SOLE N/A 14,958 0 0
LOEWS CORP COM 540424108 3,344 87,082 SH   SOLE N/A 87,082 0 0
MASTERCARD INC-A CL A 57636Q104 82,807 850,000 SH   SOLE N/A 850,000 0 0
MCDONALDS CORP COM 580135101 19,981 169,127 SH   SOLE N/A 169,127 0 0
MCGRAW HILL FINA COM 580645109 118,846 1,205,700 SH   SOLE N/A 1,205,700 0 0
METHANEX CORP COM 59151K108 52,904 1,160,183 SH   SOLE N/A 1,160,183 0 0
METLIFE INC COM 59156R108 9,342 193,900 SH   SOLE N/A 193,900 0 0
MICROSOFT CORP COM 594918104 48,124 867,410 SH   SOLE N/A 867,410 0 0
MKT VECT-RUSSIA ETF 57060U506 55,875 3,814,000 SH   SOLE N/A 3,814,000 0 0
MONSANTO CO COM 61166W101 97,338 988,000 SH   SOLE N/A 988,000 0 0
NEWELL RUBBERMAI COM 651229106 64,290 1,459,146 SH   SOLE N/A 1,459,146 0 0
NEXTERA ENERGY COM 65339F101 3,138 30,212 SH   SOLE N/A 30,212 0 0
NUANCE COMMUNICA COM 67020Y100 6,265 315,000 SH   SOLE N/A 315,000 0 0
NY COMM BANCORP COM 649445103 2,761 169,276 SH   SOLE N/A 169,276 0 0
OGE ENERGY CORP COM 670837103 2,845 108,297 SH   SOLE N/A 108,297 0 0
ONEMAIN HOLDINGS COM 68268W103 25,573 616,227 SH   SOLE N/A 616,227 0 0
PATTERSON COS COM 703395103 3,083 68,182 SH   SOLE N/A 68,182 0 0
PEOPLE'S UNITED COM 712704105 3,215 199,076 SH   SOLE N/A 199,076 0 0
PETROBRAS SA-ADR SPONSORED ADR 71654V408 8,141 1,893,309 SH   SOLE N/A 1,893,309 0 0
PFIZER INC COM 717081103 89,083 2,760,561 SH   SOLE N/A 2,760,561 0 0
PG&E CORP COM 69331C108 3,083 57,980 SH   SOLE N/A 57,980 0 0
PHILIP MORRIS IN COM 718172109 3,148 35,823 SH   SOLE N/A 35,823 0 0
PPL CORP COM 69351T106 48,287 1,415,615 SH   SOLE N/A 1,415,615 0 0
PRECISION DRILL COM 2010 74022D308 30,993 5,686,700 SH   SOLE N/A 5,686,700 0 0
PROCTER & GAMBLE COM 742718109 3,454 43,506 SH   SOLE N/A 43,506 0 0
PUB SERV ENTERP COM 744573106 2,780 71,900 SH   SOLE N/A 71,900 0 0
QUALCOMM INC COM 747525103 9,232 184,700 SH   SOLE N/A 184,700 0 0
RAYTHEON CO COM NEW 755111507 126,501 1,016,239 SH   SOLE N/A 1,016,239 0 0
REPUBLIC SVCS COM 760759100 3,217 73,123 SH   SOLE N/A 73,123 0 0
REYNOLDS AMERICA COM 761713106 3,054 66,205 SH   SOLE N/A 66,205 0 0
ROGERS COMMUNI-B CL B 775109200 3,981 83,463 SH   SOLE N/A 83,463 0 0
SCANA CORP COM 80589M102 3,274 54,144 SH   SOLE N/A 54,144 0 0
SEMPRA ENERGY COM 816851109 2,908 30,933 SH   SOLE N/A 30,933 0 0
SHAW COMM-B CL B CONV 82028K200 3,650 153,478 SH   SOLE N/A 153,478 0 0
SHERWIN-WILLIAMS COM 824348106 121,432 467,749 SH   SOLE N/A 467,749 0 0
SPROUTS FARMERS COM 85208M102 55,138 2,073,647 SH   SOLE N/A 2,073,647 0 0
SVB FINANCIAL GR COM 78486Q101 78,999 664,419 SH   SOLE N/A 664,419 0 0
SYNCHRONY FINANC COM 87165B103 3,171 104,336 SH   SOLE N/A 104,336 0 0
SYSCO CORP COM 871829107 3,125 76,250 SH   SOLE N/A 76,250 0 0
TAKE-TWO INTERAC COM 874054109 34,108 978,984 SH   SOLE N/A 978,984 0 0
TARGET CORP COM 87612E106 3,034 41,801 SH   SOLE N/A 41,801 0 0
TD AMERITRADE HO COM 87236Y108 94,602 2,725,488 SH   SOLE N/A 2,725,488 0 0
TELUS CORP COM 87971M103 22,818 597,333 SH   SOLE N/A 597,333 0 0
TEXAS INSTRUMENT COM 882508104 77,170 1,407,958 SH   SOLE N/A 1,407,958 0 0
THOMSON REUTERS COM 884903105 3,958 75,539 SH   SOLE N/A 75,539 0 0
TIFFANY & CO COM 886547108 49,207 645,000 SH   SOLE N/A 645,000 0 0
TPG SPECIALTY LE COM 87265K102 56,548 3,488,476 SH   SOLE N/A 3,488,476 0 0
TRAVELERS COS IN COM 89417E109 3,349 29,681 SH   SOLE N/A 29,681 0 0
UNION PAC CORP COM 907818108 135,892 1,738,200 SH   SOLE N/A 1,738,200 0 0
UNITEDHEALTH GRP COM 91324P102 114,239 971,093 SH   SOLE N/A 971,093 0 0
US BANCORP COM NEW 902973304 15,341 359,700 SH   SOLE N/A 359,700 0 0
VALE SA-SP ADR ADR 91912E105 6,087 1,850,000 SH   SOLE N/A 1,850,000 0 0
VALE SA-SP P ADR ADR REPSTG PFD 91912E204 5,929 2,325,000 SH   SOLE N/A 2,325,000 0 0
VALERO ENERGY COM 91913Y100 9,928 140,400 SH   SOLE N/A 140,400 0 0
VERISK ANALYTI COM 92345Y106 88,412 1,150,000 SH   SOLE N/A 1,150,000 0 0
VERIZON COMMUNIC COM 92343V104 102,367 2,215,250 SH   SOLE N/A 2,215,250 0 0
VERMILION ENERGY COM 923725105 29,752 792,743 SH   SOLE N/A 792,743 0 0
VISA INC-CLASS A COM CL A 92826C839 36,836 475,000 SH   SOLE N/A 475,000 0 0
WAL-MART STORES COM 931142103 3,268 53,316 SH   SOLE N/A 53,316 0 0
WASTE MANAGEMENT COM 94106L109 3,190 59,791 SH   SOLE N/A 59,791 0 0
WELLS FARGO & CO COM 949746101 144,306 2,656,100 SH   SOLE N/A 2,656,100 0 0
WR BERKLEY CORP COM 084423102 3,066 55,983 SH   SOLE N/A 55,983 0 0
WW GRAINGER INC COM 384802104 3,373 16,649 SH   SOLE N/A 16,649 0 0
XCEL ENERGY INC COM 98389B100 3,088 86,008 SH   SOLE N/A 86,008 0 0