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
3M CO COM 88579Y101 6,477 37,000 SH   SOLE N/A 37,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 138,740 3,499,988 SH   SOLE N/A 3,499,988 0 0
AFLAC INC COM 001055102 28,862 400,000 SH   SOLE N/A 400,000 0 0
AGRIUM INC COM 008916108 6,710 74,600 SH   SOLE N/A 74,600 0 0
ALERE INC COM 01449J105 71,104 1,705,953 SH   SOLE N/A 1,705,953 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 0 1,849,000 SH   SOLE N/A 1,849,000 0 0
ALLSTATE CORP COM 020002101 35,602 509,000 SH   SOLE N/A 509,000 0 0
ALPHABET INC CAP STK CL A 02079K305 97,627 138,818 SH   SOLE N/A 138,818 0 0
ALPHABET INC CAP STK CL C 02079K107 160,164 231,372 SH   SOLE N/A 231,372 0 0
ALTRIA GROUP INC COM 02209S103 18,207 264,000 SH   SOLE N/A 264,000 0 0
AMAZON COM INC COM 023135106 138,864 194,000 SH   SOLE N/A 194,000 0 0
AMBEV SA SPONSORED ADR 02319V103 32,539 5,500,100 SH   SOLE N/A 5,500,100 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 15,034 1,237,984 SH   SOLE N/A 1,237,984 0 0
AMERICAN ELEC PWR INC COM 025537101 6,677 95,282 SH   SOLE N/A 95,282 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 26,173 495,000 SH   SOLE N/A 495,000 0 0
AMGEN INC COM 031162100 10,393 68,300 SH   SOLE N/A 68,300 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 14,357 770,000 SH   SOLE N/A 770,000 0 0
ANTERO RES CORP COM 03674X106 7,251 279,168 SH   SOLE N/A 279,168 0 0
APACHE CORP COM 037411105 76,838 1,380,000 SH   SOLE N/A 1,380,000 0 0
APPLE INC COM 037833100 87,724 917,518 SH   SOLE N/A 917,518 0 0
AT&T INC COM 00206R102 7,000 162,009 SH   SOLE N/A 162,009 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 5,803 740,975 SH   SOLE N/A 740,975 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 24,708 1,317,174 SH   SOLE N/A 1,317,174 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 9,876 286,000 SH   SOLE N/A 286,000 0 0
BCE INC COM NEW 05534B760 6,351 134,928 SH   SOLE N/A 134,928 0 0
BED BATH & BEYOND INC COM 075896100 5,653 130,800 SH   SOLE N/A 130,800 0 0
BERKLEY W R CORP COM 084423102 6,646 110,927 SH   SOLE N/A 110,927 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 26,943 346,334 SH   SOLE N/A 346,334 0 0
BLACKROCK INC COM 09247X101 10,138 29,600 SH   SOLE N/A 29,600 0 0
BOEING CO COM 097023105 17,293 133,200 SH   SOLE N/A 133,200 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 6,274 84,500 SH   SOLE N/A 84,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 84,090 3,461,200 SH   SOLE N/A 3,461,200 0 0
CAE INC COM 124765108 38,343 3,188,128 SH   SOLE N/A 3,188,128 0 0
CANADIAN NATL RY CO COM 136375102 10,667 181,600 SH   SOLE N/A 181,600 0 0
CDW CORP COM 12514G108 53,587 1,337,003 SH   SOLE N/A 1,337,003 0 0
CELGENE CORP COM 151020104 91,439 927,000 SH   SOLE N/A 927,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 21,401 3,501,108 SH   SOLE N/A 3,501,108 0 0
CISCO SYS INC COM 17275R102 10,651 371,300 SH   SOLE N/A 371,300 0 0
CITIGROUP INC COM NEW 172967424 104,316 2,460,000 SH   SOLE N/A 2,460,000 0 0
CME GROUP INC COM 12572Q105 6,670 68,500 SH   SOLE N/A 68,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 138,223 2,415,000 SH   SOLE N/A 2,415,000 0 0
COLGATE PALMOLIVE CO COM 194162103 35,722 488,100 SH   SOLE N/A 488,100 0 0
COMCAST CORP NEW CL A 20030N101 165,099 2,532,000 SH   SOLE N/A 2,532,000 0 0
CONSOLIDATED EDISON INC COM 209115104 6,695 83,244 SH   SOLE N/A 83,244 0 0
CONSTELLATION BRANDS INC CL A 21036P108 74,063 447,740 SH   SOLE N/A 447,740 0 0
DARDEN RESTAURANTS INC COM 237194105 6,151 97,100 SH   SOLE N/A 97,100 0 0
DOLLAR GEN CORP NEW COM 256677105 170,588 1,814,867 SH   SOLE N/A 1,814,867 0 0
DTE ENERGY CO COM 233331107 7,149 72,130 SH   SOLE N/A 72,130 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 67,907 791,591 SH   SOLE N/A 791,591 0 0
ENTERGY CORP NEW COM 29364G103 6,694 82,286 SH   SOLE N/A 82,286 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 38,204 1,505,000 SH   SOLE N/A 1,505,000 0 0
EOG RES INC COM 26875P101 104,250 1,250,000 SH   SOLE N/A 1,250,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 170,887 440,663 SH   SOLE N/A 440,663 0 0
EXELON CORP COM 30161N101 6,612 181,900 SH   SOLE N/A 181,900 0 0
EXPEDITORS INTL WASH INC COM 302130109 6,242 127,300 SH   SOLE N/A 127,300 0 0
EXXON MOBIL CORP COM 30231G102 142,946 1,525,000 SH   SOLE N/A 1,525,000 0 0
FACEBOOK INC CL A 30303M102 163,085 1,427,000 SH   SOLE N/A 1,427,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 7,178 191,400 SH   SOLE N/A 191,400 0 0
GALLAGHER ARTHUR J & CO COM 363576109 6,598 138,586 SH   SOLE N/A 138,586 0 0
GENERAL MLS INC COM 370334104 7,167 100,473 SH   SOLE N/A 100,473 0 0
GILDAN ACTIVEWEAR INC COM 375916103 76,377 2,622,140 SH   SOLE N/A 2,622,140 0 0
GRAINGER W W INC COM 384802104 6,146 27,042 SH   SOLE N/A 27,042 0 0
HALLIBURTON CO COM 406216101 80,635 1,781,000 SH   SOLE N/A 1,781,000 0 0
HCA HOLDINGS INC COM 40412C101 89,007 1,155,861 SH   SOLE N/A 1,155,861 0 0
HOME DEPOT INC COM 437076102 52,334 409,816 SH   SOLE N/A 409,816 0 0
HONEYWELL INTL INC COM 438516106 17,170 147,600 SH   SOLE N/A 147,600 0 0
HORMEL FOODS CORP COM 440452100 23,693 647,098 SH   SOLE N/A 647,098 0 0
HUNT J B TRANS SVCS INC COM 445658107 5,864 72,469 SH   SOLE N/A 72,469 0 0
ISHARES MSCI MALAYSI ETF 464286830 50,463 6,090,926 SH   SOLE N/A 6,090,926 0 0
ISHARES MSCI STH KOR ETF 464286772 31,890 612,500 SH   SOLE N/A 612,500 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 17,996 1,911,738 SH   SOLE N/A 1,911,738 0 0
JOHNSON & JOHNSON COM 478160104 24,952 205,714 SH   SOLE N/A 205,714 0 0
JPMORGAN CHASE & CO COM 46625H100 111,897 1,800,000 SH   SOLE N/A 1,800,000 0 0
KEYCORP NEW COM 493267108 9,292 841,300 SH   SOLE N/A 841,300 0 0
KIMBERLY CLARK CORP COM 494368103 6,309 45,900 SH   SOLE N/A 45,900 0 0
LAM RESEARCH CORP COM 512807108 90,712 1,079,325 SH   SOLE N/A 1,079,325 0 0
LAREDO PETROLEUM INC COM 516806106 771 73,500 SH   SOLE N/A 73,500 0 0
LAUDER ESTEE COS INC CL A 518439104 44,648 490,500 SH   SOLE N/A 490,500 0 0
LIBERTY PPTY TR SH BEN INT 531172104 7,228 181,997 SH   SOLE N/A 181,997 0 0
LOCKHEED MARTIN CORP COM 539830109 6,730 27,103 SH   SOLE N/A 27,103 0 0
MARSH & MCLENNAN COS INC COM 571748102 30,118 440,000 SH   SOLE N/A 440,000 0 0
MASTERCARD INC CL A 57636Q104 99,113 1,125,000 SH   SOLE N/A 1,125,000 0 0
MCDONALDS CORP COM 580135101 22,453 186,597 SH   SOLE N/A 186,597 0 0
METLIFE INC COM 59156R108 33,334 836,800 SH   SOLE N/A 836,800 0 0
MICROSOFT CORP COM 594918104 45,531 889,710 SH   SOLE N/A 889,710 0 0
MONDELEZ INTL INC CL A 609207105 28,668 630,000 SH   SOLE N/A 630,000 0 0
MONSANTO CO NEW COM 61166W101 74,313 718,000 SH   SOLE N/A 718,000 0 0
NEWELL RUBBERMAID INC COM 651229106 70,878 1,459,146 SH   SOLE N/A 1,459,146 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 4,922 315,000 SH   SOLE N/A 315,000 0 0
OGE ENERGY CORP COM 670837103 7,247 221,310 SH   SOLE N/A 221,310 0 0
PATTERSON COMPANIES INC COM 703395103 6,715 140,201 SH   SOLE N/A 140,201 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 13,508 1,893,309 SH   SOLE N/A 1,893,309 0 0
PHILIP MORRIS INTL INC COM 718172109 6,312 62,046 SH   SOLE N/A 62,046 0 0
PPL CORP COM 69351T106 53,282 1,411,620 SH   SOLE N/A 1,411,620 0 0
PROCTER & GAMBLE CO COM 742718109 6,522 77,027 SH   SOLE N/A 77,027 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,250 186,600 SH   SOLE N/A 186,600 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 61,999 1,330,299 SH   SOLE N/A 1,330,299 0 0
QUALCOMM INC COM 747525103 10,520 196,400 SH   SOLE N/A 196,400 0 0
RAYTHEON CO COM NEW 755111507 145,407 1,069,604 SH   SOLE N/A 1,069,604 0 0
REPUBLIC SVCS INC COM 760759100 6,961 135,677 SH   SOLE N/A 135,677 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 6,415 159,473 SH   SOLE N/A 159,473 0 0
SCANA CORP NEW COM 80589M102 6,818 90,122 SH   SOLE N/A 90,122 0 0
SEMPRA ENERGY COM 816851109 6,876 60,312 SH   SOLE N/A 60,312 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 6,552 343,009 SH   SOLE N/A 343,009 0 0
SHERWIN WILLIAMS CO COM 824348106 137,390 467,749 SH   SOLE N/A 467,749 0 0
SOUTHERN CO COM 842587107 6,673 124,429 SH   SOLE N/A 124,429 0 0
SYNCHRONY FINL COM 87165B103 5,453 215,748 SH   SOLE N/A 215,748 0 0
SYSCO CORP COM 871829107 6,802 134,065 SH   SOLE N/A 134,065 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 37,128 978,984 SH   SOLE N/A 978,984 0 0
TARGET CORP COM 87612E106 5,259 75,306 SH   SOLE N/A 75,306 0 0
TELEFLEX INC COM 879369106 65,554 369,743 SH   SOLE N/A 369,743 0 0
TELUS CORP COM 87971M103 89,000 2,779,260 SH   SOLE N/A 2,779,260 0 0
TEXAS INSTRS INC COM 882508104 88,490 1,412,558 SH   SOLE N/A 1,412,558 0 0
TPG SPECIALTY LENDING INC COM 87265K102 57,874 3,488,476 SH   SOLE N/A 3,488,476 0 0
TRAVELERS COMPANIES INC COM 89417E109 27,378 230,000 SH   SOLE N/A 230,000 0 0
UNION PAC CORP COM 907818108 152,722 1,750,100 SH   SOLE N/A 1,750,100 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,378 59,200 SH   SOLE N/A 59,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102 137,084 971,093 SH   SOLE N/A 971,093 0 0
US BANCORP DEL COM NEW 902973304 15,823 392,300 SH   SOLE N/A 392,300 0 0
VALE S A ADR 91912E105 9,352 1,850,000 SH   SOLE N/A 1,850,000 0 0
VALE S A ADR REPSTG PFD 91912E204 11,921 2,945,000 SH   SOLE N/A 2,945,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 10,056 197,200 SH   SOLE N/A 197,200 0 0
VERISK ANALYTICS INC COM 92345Y106 93,231 1,150,000 SH   SOLE N/A 1,150,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 126,602 2,266,624 SH   SOLE N/A 2,266,624 0 0
VERMILION ENERGY INC COM 923725105 25,814 816,201 SH   SOLE N/A 816,201 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 128,274 1,540,457 SH   SOLE N/A 1,540,457 0 0
WASTE MGMT INC DEL COM 94106L109 7,364 111,133 SH   SOLE N/A 111,133 0 0
WELLS FARGO & CO NEW COM 949746101 112,515 2,376,000 SH   SOLE N/A 2,376,000 0 0
XCEL ENERGY INC COM 98389B100 6,872 153,482 SH   SOLE N/A 153,482 0 0