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
ACTIVISION BLIZZARD INC COM 00507V109 72,138 1,583,881 SH   SOLE N/A 1,583,881 0 0
AFLAC INC COM 001055102 11,809 236,200 SH   SOLE N/A 236,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 433,105 2,373,700 SH   SOLE N/A 2,373,700 0 0
ALLSTATE CORP COM 020002101 10,596 112,500 SH   SOLE N/A 112,500 0 0
ALPHABET INC CAP STK CL C 02079K107 308,963 263,372 SH   SOLE N/A 263,372 0 0
ALPHABET INC CAP STK CL A 02079K305 14,196 12,066 SH   SOLE N/A 12,066 0 0
ALTRIA GROUP INC COM 02209S103 229,502 3,997,252 SH   SOLE N/A 3,997,252 0 0
AMAZON COM INC COM 023135106 249,454 140,061 SH   SOLE N/A 140,061 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 14,677 1,028,185 SH   SOLE N/A 1,028,185 0 0
AMERICAN ELEC PWR INC COM 025537101 31,189 372,383 SH   SOLE N/A 372,383 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 33,736 350,600 SH   SOLE N/A 350,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 9,016 209,400 SH   SOLE N/A 209,400 0 0
AMPHENOL CORP NEW CL A 032095101 124,573 1,319,137 SH   SOLE N/A 1,319,137 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 29,595 2,260,000 SH   SOLE N/A 2,260,000 0 0
APPLE INC COM 037833100 165,370 870,573 SH   SOLE N/A 870,573 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 9,511 220,600 SH   SOLE N/A 220,600 0 0
ASSURANT INC COM 04621X108 24,951 262,900 SH   SOLE N/A 262,900 0 0
BAIDU INC SPON ADR REP A 056752108 60,871 369,350 SH   SOLE N/A 369,350 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 39,193 1,317,174 SH   SOLE N/A 1,317,174 0 0
BANK AMER CORP COM 060505104 68,938 2,500,000 SH   SOLE N/A 2,500,000 0 0
BCE INC COM NEW 05534B760 12,110 273,028 SH   SOLE N/A 273,028 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 65,253 735,000 SH   SOLE N/A 735,000 0 0
BOOKING HLDGS INC COM 09857L108 157,206 90,092 SH   SOLE N/A 90,092 0 0
BROADCOM INC COM 11135F101 34,817 115,800 SH   SOLE N/A 115,800 0 0
CAE INC COM 124765108 133,117 6,012,114 SH   SOLE N/A 6,012,114 0 0
CDK GLOBAL INC COM 12508E101 10,542 179,300 SH   SOLE N/A 179,300 0 0
CME GROUP INC COM CL A 12572Q105 167,291 1,016,442 SH   SOLE N/A 1,016,442 0 0
COLGATE PALMOLIVE CO COM 194162103 11,307 165,000 SH   SOLE N/A 165,000 0 0
COMCAST CORP NEW CL A 20030N101 248,109 6,208,145 SH   SOLE N/A 6,208,145 0 0
CONSTELLATION BRANDS INC CL A 21036P108 123,450 703,981 SH   SOLE N/A 703,981 0 0
CVS HEALTH CORP COM 126650100 2,471 45,827 SH   SOLE N/A 45,827 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 23,497 454,800 SH   SOLE N/A 454,800 0 0
DISNEY WALT CO COM DISNEY 254687106 10,494 94,500 SH   SOLE N/A 94,500 0 0
DOMINION ENERGY INC COM 25746U109 35,444 462,297 SH   SOLE N/A 462,297 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 37,519 416,920 SH   SOLE N/A 416,920 0 0
ELECTRONIC ARTS INC COM 285512109 4,737 46,600 SH   SOLE N/A 46,600 0 0
EOG RES INC COM 26875P101 127,953 1,344,116 SH   SOLE N/A 1,344,116 0 0
EQUINIX INC COM PAR $0.001 29444U700 208,098 459,301 SH   SOLE N/A 459,301 0 0
EVERSOURCE ENERGY COM 30040W108 12,690 178,900 SH   SOLE N/A 178,900 0 0
EXELON CORP COM 30161N101 44,020 878,381 SH   SOLE N/A 878,381 0 0
EXTRA SPACE STORAGE INC COM 30225T102 29,235 286,800 SH   SOLE N/A 286,800 0 0
EXXON MOBIL CORP COM 30231G102 10,390 128,600 SH   SOLE N/A 128,600 0 0
FACEBOOK INC CL A 30303M102 276,452 1,658,681 SH   SOLE N/A 1,658,681 0 0
FASTENAL CO COM 311900104 31,136 484,200 SH   SOLE N/A 484,200 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 38,675 1,058,000 SH   SOLE N/A 1,058,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,821 38,038 SH   SOLE N/A 38,038 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 47,429 514,082 SH   SOLE N/A 514,082 0 0
GENERAL DYNAMICS CORP COM 369550108 24,242 143,200 SH   SOLE N/A 143,200 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 10,210 400,000 SH   SOLE N/A 400,000 0 0
HORMEL FOODS CORP COM 440452100 38,395 857,900 SH   SOLE N/A 857,900 0 0
INGREDION INC COM 457187102 22,843 241,200 SH   SOLE N/A 241,200 0 0
IQVIA HLDGS INC COM 46266C105 261,899 1,820,200 SH   SOLE N/A 1,820,200 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 124,506 3,600,000 SH   SOLE N/A 3,600,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 122,505 2,010,250 SH   SOLE N/A 2,010,250 0 0
ISHARES INC MSCI MLY ETF NEW 46434G814 52,973 1,770,183 SH   SOLE N/A 1,770,183 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 18,749 2,129,366 SH   SOLE N/A 2,129,366 0 0
JUNIPER NETWORKS INC COM 48203R104 22,631 854,800 SH   SOLE N/A 854,800 0 0
KEYCORP NEW COM 493267108 21,720 1,378,600 SH   SOLE N/A 1,378,600 0 0
KIMBERLY CLARK CORP COM 494368103 12,022 97,000 SH   SOLE N/A 97,000 0 0
MANULIFE FINL CORP COM 56501R106 131,917 7,799,375 SH   SOLE N/A 7,799,375 0 0
MARSH & MCLENNAN COS INC COM 571748102 204,546 2,178,459 SH   SOLE N/A 2,178,459 0 0
MASTERCARD INCORPORATED CL A 57636Q104 382,633 1,625,702 SH   SOLE N/A 1,625,702 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 3,727 165,000 SH   SOLE N/A 165,000 0 0
MERCADOLIBRE INC COM 58733R102 24,887 49,000 SH   SOLE N/A 49,000 0 0
MERCK & CO INC COM 58933Y105 142,951 1,719,295 SH   SOLE N/A 1,719,295 0 0
MICROSOFT CORP COM 594918104 501,537 4,252,297 SH   SOLE N/A 4,252,297 0 0
MONDELEZ INTL INC CL A 609207105 98,424 1,972,228 SH   SOLE N/A 1,972,228 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 119,521 2,190,226 SH   SOLE N/A 2,190,226 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 13,979 252,300 SH   SOLE N/A 252,300 0 0
NETEASE INC SPONSORED ADR 64110W102 46,350 192,000 SH   SOLE N/A 192,000 0 0
NEXTERA ENERGY INC COM 65339F101 43,715 226,185 SH   SOLE N/A 226,185 0 0
NVIDIA CORP COM 67066G104 146,761 817,294 SH   SOLE N/A 817,294 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 135,165 2,041,464 SH   SOLE N/A 2,041,464 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 40,999 2,576,104 SH   SOLE N/A 2,576,104 0 0
PFIZER INC COM 717081103 10,682 251,500 SH   SOLE N/A 251,500 0 0
PHILLIPS 66 COM 718546104 33,363 350,600 SH   SOLE N/A 350,600 0 0
PIONEER NAT RES CO COM 723787107 129,384 849,618 SH   SOLE N/A 849,618 0 0
PNC FINL SVCS GROUP INC COM 693475105 23,950 195,200 SH   SOLE N/A 195,200 0 0
PROCTER AND GAMBLE CO COM 742718109 13,713 131,800 SH   SOLE N/A 131,800 0 0
PROGRESSIVE CORP OHIO COM 743315103 11,299 156,700 SH   SOLE N/A 156,700 0 0
PUBLIC STORAGE COM 74460D109 12,089 55,500 SH   SOLE N/A 55,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 9,289 103,300 SH   SOLE N/A 103,300 0 0
RAYTHEON CO COM NEW 755111507 278,193 1,527,946 SH   SOLE N/A 1,527,946 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 151,154 2,809,627 SH   SOLE N/A 2,809,627 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 26,411 349,800 SH   SOLE N/A 349,800 0 0
S&P GLOBAL INC COM 78409V104 245,718 1,166,695 SH   SOLE N/A 1,166,695 0 0
SCHWAB CHARLES CORP NEW COM 808513105 170,290 3,981,064 SH   SOLE N/A 3,981,064 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 11,895 570,609 SH   SOLE N/A 570,609 0 0
SMUCKER J M CO COM NEW 832696405 27,521 236,100 SH   SOLE N/A 236,100 0 0
SOUTHERN CO COM 842587107 31,406 607,938 SH   SOLE N/A 607,938 0 0
SYSCO CORP COM 871829107 10,133 151,800 SH   SOLE N/A 151,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 62,408 661,349 SH   SOLE N/A 661,349 0 0
TARGET CORP COM 87612E106 23,974 298,700 SH   SOLE N/A 298,700 0 0
TELEFLEX INC COM 879369106 132,079 437,190 SH   SOLE N/A 437,190 0 0
TELUS CORP COM 87971M103 11,313 305,842 SH   SOLE N/A 305,842 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 24,817 456,900 SH   SOLE N/A 456,900 0 0
TRAVELERS COMPANIES INC COM 89417E109 11,783 85,900 SH   SOLE N/A 85,900 0 0
UNION PAC CORP COM 907818108 161,156 963,996 SH   SOLE N/A 963,996 0 0
UNITEDHEALTH GROUP INC COM 91324P102 144,138 583,000 SH   SOLE N/A 583,000 0 0
VALE S A ADR 91912E105 24,785 1,897,036 SH   SOLE N/A 1,897,036 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 12,079 204,324 SH   SOLE N/A 204,324 0 0
W R BERKLEY CORPORATION COM 084423102 11,938 140,900 SH   SOLE N/A 140,900 0 0
WELLS FARGO CO NEW COM 949746101 167,329 3,462,570 SH   SOLE N/A 3,462,570 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 119,829 1,087,078 SH   SOLE N/A 1,087,078 0 0
XYLEM INC COM 98419M100 160,371 2,028,599 SH   SOLE N/A 2,028,599 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,710 165,689 SH   SOLE N/A 165,689 0 0