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
EBAY INC COM 278642103 18,431 642,136 SH   SOLE   642,136 0 0
SOHU COM LTD SPONSORED ADS 83410S108 2,941 165,085 SH   SOLE   165,085 0 0
ENSCO PLC SHS CLASS A G3157S106 68,138 18,717,956 SH   SOLE   18,717,956 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 86,263 23,966,212 SH   SOLE   23,966,212 0 0
BARRICK GOLD CORP COM 067901108 274,354 19,815,711 SH   SOLE   19,815,711 0 0
GOLDCORP INC NEW COM 380956409 112,125 11,189,115 SH   SOLE   11,189,115 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3,575 91,288 SH   SOLE   91,288 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 9,039 239,504 SH   SOLE   239,504 0 0
AMAZON COM INC COM 023135106 5,887 3,833 SH   SOLE   3,833 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 440 17,690 SH   SOLE   17,690 0 0
SEATTLE GENETICS INC COM 812578102 535 9,238 SH   SOLE   9,238 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 416 25,132 SH   SOLE   25,132 0 0
COPA HOLDINGS SA CL A P31076105 834 10,366 SH   SOLE   10,366 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 4,476 79,863 SH   SOLE   79,863 0 0
DOLLAR GEN CORP NEW COM 256677105 13,232 119,728 SH   SOLE   119,728 0 0
FACEBOOK INC CL A 30303M102 13,494 100,667 SH   SOLE   100,667 0 0
CREDICORP LTD COM G2519Y108 5,975 26,362 SH   SOLE   26,362 0 0
ILLUMINA INC COM 452327109 1,195 3,897 SH   SOLE   3,897 0 0
BANCO MACRO SA SPON ADR B 05961W105 303 6,698 SH   SOLE   6,698 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 37,063 417,093 SH   SOLE   417,093 0 0
ALPHABET INC CAP STK CL A 02079K305 19,534 18,281 SH   SOLE   18,281 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 794 28,698 SH   SOLE   28,698 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,475 99,045 SH   SOLE   99,045 0 0
CELGENE CORP COM 151020104 3,947 60,231 SH   SOLE   60,231 0 0
US FOODS HLDG CORP COM 912008109 11,257 347,928 SH   SOLE   347,928 0 0
EVEREST RE GROUP LTD COM G3223R108 10,624 47,714 SH   SOLE   47,714 0 0
CHUBB LIMITED COM H1467J104 5,853 44,312 SH   SOLE   44,312 0 0
BOOKING HLDGS INC COM 09857L108 3,628 2,060 SH   SOLE   2,060 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,267 159,257 SH   SOLE   159,257 0 0
MARSH & MCLENNAN COS INC COM 571748102 5,745 70,455 SH   SOLE   70,455 0 0
ANTHEM INC COM 036752103 13,269 49,409 SH   SOLE   49,409 0 0
NEW YORK TIMES CO CL A 650111107 3,235 141,952 SH   SOLE   141,952 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 11,635 74,928 SH   SOLE   74,928 0 0
MOSAIC CO NEW COM 61945C103 48,088 1,609,999 SH   SOLE   1,609,999 0 0
GUESS INC COM 401617105 28,140 1,324,952 SH   SOLE   1,324,952 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 21,635 2,241,303 SH   SOLE   2,241,303 0 0
LOCKHEED MARTIN CORP COM 539830109 19,112 71,382 SH   SOLE   71,382 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,443 61,208 SH   SOLE   61,208 0 0
PEPSICO INC COM 713448108 394 3,486 SH   SOLE   3,486 0 0
VIACOM INC NEW CL B 92553P201 24,642 937,704 SH   SOLE   937,704 0 0
KROGER CO COM 501044101 1,675 59,581 SH   SOLE   59,581 0 0
NASDAQ INC COM 631103108 4,384 52,559 SH   SOLE   52,559 0 0
HOLOGIC INC COM 436440101 3,647 86,775 SH   SOLE   86,775 0 0
MICROSOFT CORP COM 594918104 16,063 154,658 SH   SOLE   154,658 0 0
CRITEO S A SPONS ADS 226718104 2,590 111,479 SH   SOLE   111,479 0 0
GILEAD SCIENCES INC COM 375558103 15,191 237,510 SH   SOLE   237,510 0 0
ORACLE CORP COM 68389X105 1,267 27,437 SH   SOLE   27,437 0 0
AMDOCS LTD SHS G02602103 8,241 137,570 SH   SOLE   137,570 0 0
JPMORGAN CHASE & CO COM 46625H100 15,630 156,583 SH   SOLE   156,583 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 3,831 38,301 SH   SOLE   38,301 0 0
LKQ CORP COM 501889208 7,694 317,101 SH   SOLE   317,101 0 0
BAIDU INC SPON ADR REP A 056752108 3,840 23,677 SH   SOLE   23,677 0 0
FRONTDOOR INC COM 35905A109 9,302 341,877 SH   SOLE   341,877 0 0
MERCADOLIBRE INC COM 58733R102 3,624 12,101 SH   SOLE   12,101 0 0
PARSLEY ENERGY INC CL A 701877102 5,907 361,512 SH   SOLE   361,512 0 0
PFIZER INC COM 717081103 11,200 250,940 SH   SOLE   250,940 0 0
ABERCROMBIE & FITCH CO CL A 002896207 3,378 164,748 SH   SOLE   164,748 0 0
CHEVRON CORP NEW COM 166764100 11,328 101,828 SH   SOLE   101,828 0 0
AMERICAN ELEC PWR INC COM 025537101 14,029 183,569 SH   SOLE   183,569 0 0
CACI INTL INC CL A 127190304 3,009 20,429 SH   SOLE   20,429 0 0
T MOBILE US INC COM 872590104 14,085 216,538 SH   SOLE   216,538 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11,013 169,661 SH   SOLE   169,661 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 8,653 187,755 SH   SOLE   187,755 0 0
ALASKA AIR GROUP INC COM 011659109 5,143 82,655 SH   SOLE   82,655 0 0
WELLS FARGO CO NEW COM 949746101 15,157 321,684 SH   SOLE   321,684 0 0
OCEANEERING INTL INC COM 675232102 18,385 1,485,903 SH   SOLE   1,485,903 0 0
AGNICO EAGLE MINES LTD COM 008474108 8,011 193,910 SH   SOLE   193,910 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS ADDED 88034P109 0 2 SH   SOLE   2 0 0
TAL ED GROUP SPONSORED ADS 874080104 91 3,336 SH   SOLE   3,336 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 556 33,500 SH   SOLE   33,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,577 40,351 SH   SOLE   40,351 0 0
MASCO CORP COM 574599106 1,110 37,134 SH   SOLE   37,134 0 0
GRUBHUB INC COM 400110102 732 9,323 SH   SOLE   9,323 0 0
IPG PHOTONICS CORP COM 44980X109 1,150 9,924 SH   SOLE   9,924 0 0
EXXON MOBIL CORP COM 30231G102 48,440 694,700 SH   SOLE   694,700 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 44,372 1,135,659 SH   SOLE   1,135,659 0 0
CAMECO CORP COM 13321L108 28,011 2,413,500 SH   SOLE   2,413,500 0 0
NOVARTIS A G SPONSORED ADR 66987V109 56,021 638,460 SH   SOLE   638,460 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 19,956 6,896,091 SH   SOLE   6,896,091 0 0