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
EXXON MOBIL CORP COM 30231G102 76,793 949,630 SH   SOLE   949,630 0 0
AGNICO EAGLE MINES LTD COM 008474108 8,461 194,350 SH   SOLE   194,350 0 0
BARRICK GOLD CORPORATION COM 067901108 273,874 19,959,841 SH   SOLE   19,959,841 0 0
OCEANEERING INTL INC COM 675232102 32,422 2,054,214 SH   SOLE   2,054,214 0 0
ENSCO PLC SHS CLASS A G3157S106 75,492 19,193,312 SH   SOLE   19,193,312 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 87,555 23,453,998 SH   SOLE   23,453,998 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 32,770 3,121,384 SH   SOLE   3,121,384 0 0
NEWMONT MNG CORP COM 651639106 62,825 1,754,932 SH   SOLE   1,754,932 0 0
GOLDCORP INC NEW COM 380956409 63,011 5,503,401 SH   SOLE   5,503,401 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 41,219 409,970 SH   SOLE   409,970 0 0
FACEBOOK INC CL A 30303M102 17,121 102,625 SH   SOLE   102,625 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 5,812 60,847 SH   SOLE   60,847 0 0
WELLS FARGO CO NEW COM 949746101 14,743 304,868 SH   SOLE   304,868 0 0
DOLLAR GEN CORP NEW COM 256677105 10,782 90,303 SH   SOLE   90,303 0 0
KROGER CO COM 501044101 1,563 63,470 SH   SOLE   63,470 0 0
GILEAD SCIENCES INC COM 375558103 15,172 233,185 SH   SOLE   233,185 0 0
ALASKA AIR GROUP INC COM 011659109 5,096 90,736 SH   SOLE   90,736 0 0
PFIZER INC COM 717081103 9,995 235,159 SH   SOLE   235,159 0 0
HOLOGIC INC COM 436440101 3,733 77,057 SH   SOLE   77,057 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 11,250 63,997 SH   SOLE   63,997 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 11,090 190,584 SH   SOLE   190,584 0 0
T MOBILE US INC COM 872590104 15,168 219,324 SH   SOLE   219,324 0 0
EQUIFAX INC COM 294429105 3,058 25,788 SH   SOLE   25,788 0 0
PEPSICO INC COM 713448108 428 3,486 SH   SOLE   3,486 0 0
MOSAIC CO NEW COM 61945C103 42,337 1,548,958 SH   SOLE   1,548,958 0 0
ELECTRONIC ARTS INC COM 285512109 4,826 47,451 SH   SOLE   47,451 0 0
MOHAWK INDS INC COM 608190104 2,554 20,232 SH   SOLE   20,232 0 0
AMERICAN ELEC PWR CO INC COM 025537101 9,238 110,218 SH   SOLE   110,218 0 0
CELGENE CORP COM 151020104 4,107 43,502 SH   SOLE   43,502 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 12,811 176,684 SH   SOLE   176,684 0 0
LKQ CORP COM 501889208 7,659 269,660 SH   SOLE   269,660 0 0
AMAZON COM INC COM 023135106 6,370 3,574 SH   SOLE   3,574 0 0
PARSLEY ENERGY INC CL A 701877102 7,153 370,308 SH   SOLE   370,308 0 0
CHEVRON CORP NEW COM 166764100 11,886 96,416 SH   SOLE   96,416 0 0
EVEREST RE GROUP LTD COM G3223R108 11,879 54,960 SH   SOLE   54,960 0 0
JPMORGAN CHASE & CO COM 46625H100 12,554 123,909 SH   SOLE   123,909 0 0
CRITEO S A SPONS ADS 226718104 1,112 55,495 SH   SOLE   55,495 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 13,376 175,534 SH   SOLE   175,534 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,161 65,228 SH   SOLE   65,228 0 0
AMDOCS LTD SHS G02602103 7,312 135,023 SH   SOLE   135,023 0 0
ALPHABET INC CAP STK CL A 02079K305 22,244 18,885 SH   SOLE   18,885 0 0
MARSH & MCLENNAN COS INC COM 571748102 7,072 75,254 SH   SOLE   75,254 0 0
FRONTDOOR INC COM 35905A109 14,537 422,004 SH   SOLE   422,004 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,675 94,209 SH   SOLE   94,209 0 0
US FOODS HLDG CORP COM 912008109 12,745 364,790 SH   SOLE   364,790 0 0
ANTHEM INC COM 036752103 8,990 31,299 SH   SOLE   31,299 0 0
BOOKING HLDGS INC COM 09857L108 14,084 8,065 SH   SOLE   8,065 0 0
ABERCROMBIE & FITCH CO CL A 002896207 2,905 105,905 SH   SOLE   105,905 0 0
EBAY INC COM 278642103 27,815 748,308 SH   SOLE   748,308 0 0
LOCKHEED MARTIN CORP COM 539830109 11,319 37,678 SH   SOLE   37,678 0 0
CACI INTL INC CL A 127190304 3,150 17,294 SH   SOLE   17,294 0 0
CHUBB LIMITED COM H1467J104 5,493 39,179 SH   SOLE   39,179 0 0
MASCO CORP COM 574599106 10,755 273,379 SH   SOLE   273,379 0 0
MICROSOFT CORP COM 594918104 18,740 158,762 SH   SOLE   158,762 0 0
BAIDU INC SPON ADR REP A 056752108 1,168 7,079 SH   SOLE   7,079 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,033 78,004 SH   SOLE   78,004 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 4,766 123,895 SH   SOLE   123,895 0 0
MERCADOLIBRE INC COM 58733R102 6,187 12,176 SH   SOLE   12,176 0 0
SEATTLE GENETICS INC COM 812578102 677 9,238 SH   SOLE   9,238 0 0
BANCO MACRO SA SPON ADR B 05961W105 307 6,698 SH   SOLE   6,698 0 0
VIACOM INC NEW CL B 92553P201 7,886 280,708 SH   SOLE   280,708 0 0
COPA HOLDINGS SA CL A P31076105 836 10,366 SH   SOLE   10,366 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 500 25,132 SH   SOLE   25,132 0 0
ILLUMINA INC COM 452327109 1,237 3,978 SH   SOLE   3,978 0 0
CREDICORP LTD COM G2519Y108 6,277 26,139 SH   SOLE   26,139 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,850 240,286 SH   SOLE   240,286 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 4,867 111,315 SH   SOLE   111,315 0 0
IONIS PHARMACEUTICALS INC COM 462222100 6,238 76,785 SH   SOLE   76,785 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 489 17,690 SH   SOLE   17,690 0 0
SOHU COM LTD SPONSORED ADS 83410S108 2,825 170,253 SH   SOLE   170,253 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 27,158 6,570,336 SH   SOLE   6,570,336 0 0
CAMECO CORP COM 13321L108 27,133 2,299,500 SH   SOLE   2,299,500 0 0
GUESS INC COM 401617105 24,158 1,231,518 SH   SOLE   1,231,518 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 45,271 1,082,406 SH   SOLE   1,082,406 0 0
CHESAPEAKE ENERGY CORP COM 165167107 8,883 2,863,200 SH   SOLE   2,863,200 0 0
OFFICE DEPOT INC COM 676220106 9,271 2,552,000 SH   SOLE   2,552,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 579 33,500 SH   SOLE   33,500 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 120 3,336 SH   SOLE   3,336 0 0
COHERENT INC COM 192479103 1,512 10,658 SH   SOLE   10,658 0 0
GRUBHUB INC COM 400110102 654 9,412 SH   SOLE   9,412 0 0
MICRON TECHNOLOGY INC COM 595112103 1,912 46,235 SH   SOLE   46,235 0 0
D R HORTON INC COM 23331A109 1,447 34,941 SH   SOLE   34,941 0 0
IPG PHOTONICS CORP COM 44980X109 1,660 10,926 SH   SOLE   10,926 0 0