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
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 115,487 26,795,190 SH   SOLE   26,795,190 0 0
EXPRESS INC COM 30219E103 11,427 1,690,400 SH   SOLE   1,690,400 0 0
ENSCO PLC SHS CLASS A G3157S106 38,103 6,382,433 SH   SOLE   6,382,433 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 37,273 2,570,583 SH   SOLE   2,570,583 0 0
BARRICK GOLD CORP COM 067901108 304,096 18,899,660 SH   SOLE   18,899,660 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 14,507 671,293 SH   SOLE   671,293 0 0
OCEANEERING INTL INC COM 675232102 27,866 1,060,749 SH   SOLE   1,060,749 0 0
GOLDCORP INC NEW COM 380956409 110,348 8,514,498 SH   SOLE   8,514,498 0 0
GUESS INC COM 401617105 12,333 724,200 SH   SOLE   724,200 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 25,897 2,024,790 SH   SOLE   2,024,790 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 18,202 1,272,900 SH   SOLE   1,272,900 0 0
SOHU COM INC COM 83408W103 13,909 255,452 SH   SOLE   255,452 0 0
URBAN OUTFITTERS INC COM 917047102 11,960 500,400 SH   SOLE   500,400 0 0
MOSAIC CO NEW COM 61945C103 27,425 1,270,243 SH   SOLE   1,270,243 0 0
VEON LTD SPONSORED ADR 91822M106 24,190 5,787,068 SH   SOLE   5,787,068 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 2,680 113,805 SH   SOLE   113,805 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 2,205 144,573 SH   SOLE   144,573 0 0
CACI INTL INC CL A 127190304 8,851 63,514 SH   SOLE   63,514 0 0
HOSTESS BRANDS INC CL A 44109J106 3,282 240,285 SH   SOLE   240,285 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 12,423 332,258 SH   SOLE   332,258 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 31,918 305,556 SH   SOLE   305,556 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 14,404 140,902 SH   SOLE   140,902 0 0
PARSLEY ENERGY INC CL A 701877102 7,935 301,234 SH   SOLE   301,234 0 0
LKQ CORP COM 501889208 12,087 335,834 SH   SOLE   335,834 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 5,713 122,252 SH   SOLE   122,252 0 0
GRAND CANYON ED INC COM 38526M106 3,864 42,547 SH   SOLE   42,547 0 0
CRITEO S A SPONS ADS 226718104 2,360 56,874 SH   SOLE   56,874 0 0
US FOODS HLDG CORP COM 912008109 4,690 175,641 SH   SOLE   175,641 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,460 264,780 SH   SOLE   264,780 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 9,506 62,967 SH   SOLE   62,967 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,762 74,196 SH   SOLE   74,196 0 0
NASDAQ INC COM 631103108 7,665 98,819 SH   SOLE   98,819 0 0
AMERICAN ELEC PWR INC COM 025537101 17,272 245,902 SH   SOLE   245,902 0 0
AMDOCS LTD SHS G02602103 4,104 63,811 SH   SOLE   63,811 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 7,568 74,273 SH   SOLE   74,273 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 5,533 62,695 SH   SOLE   62,695 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 15,811 230,150 SH   SOLE   230,150 0 0
AMERISOURCEBERGEN CORP COM 03073E105 7,081 85,567 SH   SOLE   85,567 0 0
DOLLAR GEN CORP NEW COM 256677105 8,616 106,307 SH   SOLE   106,307 0 0
ZIONS BANCORPORATION COM 989701107 3,307 70,103 SH   SOLE   70,103 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 13,764 189,742 SH   SOLE   189,742 0 0
CREDICORP LTD COM G2519Y108 4,436 21,636 SH   SOLE   21,636 0 0
ANTHEM INC COM 036752103 13,177 69,399 SH   SOLE   69,399 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 4,718 30,589 SH   SOLE   30,589 0 0
MERCADOLIBRE INC COM 58733R102 2,393 9,241 SH   SOLE   9,241 0 0
NOBLE ENERGY INC COM 655044105 2,839 100,108 SH   SOLE   100,108 0 0
COPA HOLDINGS SA CL A P31076105 740 5,941 SH   SOLE   5,941 0 0
KROGER CO COM 501044101 3,113 155,196 SH   SOLE   155,196 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 259 9,000 SH   SOLE   9,000 0 0
PEPSICO INC COM 713448108 20,445 183,474 SH   SOLE   183,474 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 831 14,935 SH   SOLE   14,935 0 0
MARSH & MCLENNAN COS INC COM 571748102 5,202 62,068 SH   SOLE   62,068 0 0
CAVIUM INC COM 14964U108 430 6,518 SH   SOLE   6,518 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,141 83,738 SH   SOLE   83,738 0 0
BAIDU INC SPON ADR REP A 056752108 5,459 22,039 SH   SOLE   22,039 0 0
PFIZER INC COM 717081103 13,351 373,978 SH   SOLE   373,978 0 0
JPMORGAN CHASE & CO COM 46625H100 20,816 217,945 SH   SOLE   217,945 0 0
CHEVRON CORP NEW COM 166764100 13,367 113,759 SH   SOLE   113,759 0 0
GILEAD SCIENCES INC COM 375558103 6,025 74,359 SH   SOLE   74,359 0 0
FACEBOOK INC CL A 30303M102 22,078 129,208 SH   SOLE   129,208 0 0
BANCO MACRO SA SPON ADR B 05961W105 400 3,408 SH   SOLE   3,408 0 0
ALPHABET INC CAP STK CL A 02079K305 14,978 15,382 SH   SOLE   15,382 0 0
ORACLE CORP COM 68389X105 10,290 212,817 SH   SOLE   212,817 0 0
US BANCORP DEL COM NEW 902973304 4,431 82,687 SH   SOLE   82,687 0 0
CELGENE CORP COM 151020104 4,911 33,681 SH   SOLE   33,681 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 8,258 219,909 SH   SOLE   219,909 0 0
COMCAST CORP NEW CL A 20030N101 7,257 188,589 SH   SOLE   188,589 0 0
MICROSOFT CORP COM 594918104 12,886 172,986 SH   SOLE   172,986 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 401 7,600 SH   SOLE   7,600 0 0
ILLUMINA INC COM 452327109 372 1,866 SH   SOLE   1,866 0 0
APPLE INC COM 037833100 6,511 42,245 SH   SOLE   42,245 0 0
AMAZON COM INC COM 023135106 558 580 SH   SOLE   580 0 0