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
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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
ACTIVISION BLIZZARD INC COM 00507V109 118,457 3,499,988 SH   SOLE N/A 3,499,988 0 0
AFLAC INC COM 001055102 88,403 1,400,000 SH   SOLE N/A 1,400,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 45,592 820,510 SH   SOLE N/A 820,510 0 0
ALERE INC COM 01449J105 86,330 1,705,953 SH   SOLE N/A 1,705,953 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 0 1,180,000 SH   SOLE N/A 1,180,000 0 0
ALLIANT ENERGY CORP COM 018802108 6,956 93,655 SH   SOLE N/A 93,655 0 0
ALPHABET INC CAP STK CL A 02079K305 105,882 138,818 SH   SOLE N/A 138,818 0 0
ALPHABET INC CAP STK CL C 02079K107 172,328 231,372 SH   SOLE N/A 231,372 0 0
ALTRIA GROUP INC COM 02209S103 16,980 271,000 SH   SOLE N/A 271,000 0 0
AMAZON COM INC COM 023135106 115,194 194,000 SH   SOLE N/A 194,000 0 0
AMBEV SA SPONSORED ADR 02319V103 28,959 5,549,500 SH   SOLE N/A 5,549,500 0 0
AMEREN CORP COM 023608102 6,722 134,194 SH   SOLE N/A 134,194 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 19,308 1,237,984 SH   SOLE N/A 1,237,984 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 60,425 1,473,230 SH   SOLE N/A 1,473,230 0 0
AMERICAN ELEC PWR INC COM 025537101 6,585 99,182 SH   SOLE N/A 99,182 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 95,442 1,765,000 SH   SOLE N/A 1,765,000 0 0
AMGEN INC COM 031162100 9,550 63,700 SH   SOLE N/A 63,700 0 0
ANACOR PHARMACEUTICALS INC COM 032420101 34,432 643,838 SH   SOLE N/A 643,838 0 0
ANTERO RES CORP COM 03674X106 1,045 42,000 SH   SOLE N/A 42,000 0 0
APACHE CORP COM 037411105 67,337 1,380,000 SH   SOLE N/A 1,380,000 0 0
APPLE INC COM 037833100 99,977 917,518 SH   SOLE N/A 917,518 0 0
AT&T INC COM 00206R102 6,699 171,009 SH   SOLE N/A 171,009 0 0
BAKER HUGHES INC COM 057224107 31,554 720,000 SH   SOLE N/A 720,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 5,059 673,614 SH   SOLE N/A 673,614 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 25,325 1,317,174 SH   SOLE N/A 1,317,174 0 0
BCE INC COM NEW 05534B760 7,066 154,628 SH   SOLE N/A 154,628 0 0
BERKLEY W R CORP COM 084423102 6,536 116,427 SH   SOLE N/A 116,427 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 28,573 346,334 SH   SOLE N/A 346,334 0 0
BLACKROCK INC COM 09247X101 9,531 28,000 SH   SOLE N/A 28,000 0 0
BOEING CO COM 097023105 13,564 106,800 SH   SOLE N/A 106,800 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 120,261 5,101,200 SH   SOLE N/A 5,101,200 0 0
CAE INC COM 124765108 37,020 3,190,353 SH   SOLE N/A 3,190,353 0 0
CAMDEN PPTY TR SH BEN INT 133131102 6,740 80,175 SH   SOLE N/A 80,175 0 0
CANADIAN NATL RY CO COM 136375102 10,622 169,600 SH   SOLE N/A 169,600 0 0
CDW CORP COM 12514G108 55,492 1,337,003 SH   SOLE N/A 1,337,003 0 0
CELGENE CORP COM 151020104 92,802 927,000 SH   SOLE N/A 927,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 24,531 3,366,451 SH   SOLE N/A 3,366,451 0 0
CENTERPOINT ENERGY INC COM 15189T107 6,962 332,706 SH   SOLE N/A 332,706 0 0
CISCO SYS INC COM 17275R102 10,339 363,100 SH   SOLE N/A 363,100 0 0
CITIGROUP INC COM NEW 172967424 102,693 2,460,000 SH   SOLE N/A 2,460,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 146,114 2,330,000 SH   SOLE N/A 2,330,000 0 0
COMCAST CORP NEW CL A 20030N101 154,667 2,532,000 SH   SOLE N/A 2,532,000 0 0
CONSOLIDATED EDISON INC COM 209115104 6,648 86,744 SH   SOLE N/A 86,744 0 0
CONSTELLATION BRANDS INC CL A 21036P108 67,665 447,740 SH   SOLE N/A 447,740 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,037 38,292 SH   SOLE N/A 38,292 0 0
DOLLAR GEN CORP NEW COM 256677105 209,431 2,445,767 SH   SOLE N/A 2,445,767 0 0
DTE ENERGY CO COM 233331107 6,541 72,130 SH   SOLE N/A 72,130 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 6,539 81,050 SH   SOLE N/A 81,050 0 0
EDISON INTL COM 281020107 7,081 98,499 SH   SOLE N/A 98,499 0 0
ENTERGY CORP NEW COM 29364G103 6,729 84,886 SH   SOLE N/A 84,886 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 30,725 1,505,000 SH   SOLE N/A 1,505,000 0 0
EOG RES INC COM 26875P101 90,731 1,250,000 SH   SOLE N/A 1,250,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 170,145 514,663 SH   SOLE N/A 514,663 0 0
EVERSOURCE ENERGY COM 30040W108 6,601 113,105 SH   SOLE N/A 113,105 0 0
FACEBOOK INC CL A 30303M102 162,814 1,427,000 SH   SOLE N/A 1,427,000 0 0
FIRSTENERGY CORP COM 337932107 6,483 180,148 SH   SOLE N/A 180,148 0 0
GALLAGHER ARTHUR J & CO COM 363576109 6,920 155,586 SH   SOLE N/A 155,586 0 0
GENERAL MLS INC COM 370334104 6,714 105,973 SH   SOLE N/A 105,973 0 0
GILDAN ACTIVEWEAR INC COM 375916103 80,247 2,622,140 SH   SOLE N/A 2,622,140 0 0
GRAINGER W W INC COM 384802104 7,244 31,042 SH   SOLE N/A 31,042 0 0
HALLIBURTON CO COM 406216101 63,626 1,781,000 SH   SOLE N/A 1,781,000 0 0
HCA HOLDINGS INC COM 40412C101 90,227 1,155,861 SH   SOLE N/A 1,155,861 0 0
HONEYWELL INTL INC COM 438516106 16,821 150,100 SH   SOLE N/A 150,100 0 0
HORMEL FOODS CORP COM 440452100 26,295 608,198 SH   SOLE N/A 608,198 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,536 89,469 SH   SOLE N/A 89,469 0 0
ISHARES MSCI MALAYSI ETF 464286830 54,240 6,090,926 SH   SOLE N/A 6,090,926 0 0
ISHARES MSCI STH KOR ETF 464286772 33,306 630,500 SH   SOLE N/A 630,500 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 16,554 1,911,738 SH   SOLE N/A 1,911,738 0 0
JOHNSON & JOHNSON COM 478160104 22,913 211,814 SH   SOLE N/A 211,814 0 0
JPMORGAN CHASE & CO COM 46625H100 106,605 1,800,000 SH   SOLE N/A 1,800,000 0 0
KIRBY CORP COM 497266106 58,852 976,395 SH   SOLE N/A 976,395 0 0
LAM RESEARCH CORP COM 512807108 89,147 1,079,325 SH   SOLE N/A 1,079,325 0 0
LAREDO PETROLEUM INC COM 516806106 583 73,500 SH   SOLE N/A 73,500 0 0
LAUDER ESTEE COS INC CL A 518439104 17,492 185,500 SH   SOLE N/A 185,500 0 0
LIBERTY PPTY TR SH BEN INT 531172104 6,592 197,097 SH   SOLE N/A 197,097 0 0
LOCKHEED MARTIN CORP COM 539830109 6,003 27,103 SH   SOLE N/A 27,103 0 0
LOEWS CORP COM 540424108 6,275 163,935 SH   SOLE N/A 163,935 0 0
MARKET VECTORS ETF TR RUSSIA ETF 57060U506 62,378 3,814,000 SH   SOLE N/A 3,814,000 0 0
MASTERCARD INC CL A 57636Q104 106,279 1,125,000 SH   SOLE N/A 1,125,000 0 0
MCDONALDS CORP COM 580135101 23,838 189,397 SH   SOLE N/A 189,397 0 0
MCGRAW HILL FINL INC COM 580645109 119,328 1,205,700 SH   SOLE N/A 1,205,700 0 0
MEDNAX INC COM 58502B106 5,673 87,808 SH   SOLE N/A 87,808 0 0
METHANEX CORP COM 59151K108 37,360 1,160,183 SH   SOLE N/A 1,160,183 0 0
METLIFE INC COM 59156R108 8,521 193,900 SH   SOLE N/A 193,900 0 0
MICROSOFT CORP COM 594918104 47,907 867,410 SH   SOLE N/A 867,410 0 0
MONSANTO CO NEW COM 61166W101 86,692 988,000 SH   SOLE N/A 988,000 0 0
NEWELL RUBBERMAID INC COM 651229106 64,633 1,459,146 SH   SOLE N/A 1,459,146 0 0
NEXTERA ENERGY INC COM 65339F101 6,567 55,498 SH   SOLE N/A 55,498 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 5,886 315,000 SH   SOLE N/A 315,000 0 0
OGE ENERGY CORP COM 670837103 6,684 233,410 SH   SOLE N/A 233,410 0 0
PATTERSON COMPANIES INC COM 703395103 6,742 144,901 SH   SOLE N/A 144,901 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 11,133 1,893,309 SH   SOLE N/A 1,893,309 0 0
PG&E CORP COM 69331C108 6,560 109,822 SH   SOLE N/A 109,822 0 0
PHILIP MORRIS INTL INC COM 718172109 6,549 66,746 SH   SOLE N/A 66,746 0 0
PPL CORP COM 69351T106 56,950 1,496,330 SH   SOLE N/A 1,496,330 0 0
PRECISION DRILLING CORP COM 2010 74022D308 23,840 5,686,700 SH   SOLE N/A 5,686,700 0 0
PROCTER & GAMBLE CO COM 742718109 6,340 77,027 SH   SOLE N/A 77,027 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 6,956 147,599 SH   SOLE N/A 147,599 0 0
QUALCOMM INC COM 747525103 9,446 184,700 SH   SOLE N/A 184,700 0 0
RAYTHEON CO COM NEW 755111507 130,529 1,064,504 SH   SOLE N/A 1,064,504 0 0
REPUBLIC SVCS INC COM 760759100 6,311 132,377 SH   SOLE N/A 132,377 0 0
REYNOLDS AMERICAN INC COM 761713106 6,226 123,747 SH   SOLE N/A 123,747 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 7,029 175,173 SH   SOLE N/A 175,173 0 0
SCANA CORP NEW COM 80589M102 6,730 95,922 SH   SOLE N/A 95,922 0 0
SEMPRA ENERGY COM 816851109 6,567 63,112 SH   SOLE N/A 63,112 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 6,642 343,009 SH   SOLE N/A 343,009 0 0
SHERWIN WILLIAMS CO COM 824348106 133,112 467,749 SH   SOLE N/A 467,749 0 0
SOUTHERN CO COM 842587107 6,435 124,429 SH   SOLE N/A 124,429 0 0
STERICYCLE INC COM 858912108 80,866 640,849 SH   SOLE N/A 640,849 0 0
SYNCHRONY FINL COM 87165B103 5,964 208,148 SH   SOLE N/A 208,148 0 0
SYSCO CORP COM 871829107 6,831 146,165 SH   SOLE N/A 146,165 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 36,883 978,984 SH   SOLE N/A 978,984 0 0
TARGET CORP COM 87612E106 6,861 83,306 SH   SOLE N/A 83,306 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 85,948 2,725,488 SH   SOLE N/A 2,725,488 0 0
TELEFLEX INC COM 879369106 58,057 369,743 SH   SOLE N/A 369,743 0 0
TELUS CORP COM 87971M103 90,116 2,760,772 SH   SOLE N/A 2,760,772 0 0
TEXAS INSTRS INC COM 882508104 80,838 1,407,958 SH   SOLE N/A 1,407,958 0 0
TPG SPECIALTY LENDING INC COM 87265K102 56,269 3,488,476 SH   SOLE N/A 3,488,476 0 0
UNION PAC CORP COM 907818108 138,256 1,738,200 SH   SOLE N/A 1,738,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102 125,164 971,093 SH   SOLE N/A 971,093 0 0
US BANCORP DEL COM NEW 902973304 14,595 359,700 SH   SOLE N/A 359,700 0 0
VALE S A ADR 91912E105 7,775 1,850,000 SH   SOLE N/A 1,850,000 0 0
VALE S A ADR REPSTG PFD 91912E105 7,339 2,325,000 SH   SOLE N/A 2,325,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 9,008 140,400 SH   SOLE N/A 140,400 0 0
VERISK ANALYTICS INC COM 92345Y106 91,902 1,150,000 SH   SOLE N/A 1,150,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 123,060 2,275,724 SH   SOLE N/A 2,275,724 0 0
VERMILION ENERGY INC COM 923725105 23,676 807,228 SH   SOLE N/A 807,228 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 129,760 1,540,457 SH   SOLE N/A 1,540,457 0 0
WAL-MART STORES INC COM 931142103 6,371 93,016 SH   SOLE N/A 93,016 0 0
WASTE MGMT INC DEL COM 94106L109 6,555 111,133 SH   SOLE N/A 111,133 0 0
WELLS FARGO & CO NEW COM 949746101 128,436 2,656,100 SH   SOLE N/A 2,656,100 0 0
XCEL ENERGY INC COM 98389B100 6,681 159,782 SH   SOLE N/A 159,782 0 0