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 Common Stock 00507V109 9,976 294,787 SH   SOLE   294,787 0 0
AFLAC INC Common Stock 001055102 1,264 20,021 SH   SOLE   20,021 0 0
ALASKA AIR GROUP INC Common Stock 011659109 1,044 12,728 SH   SOLE   12,728 0 0
ALLIANCE DATA SYSTEMS CORP Common Stock 018581108 8,107 36,852 SH   SOLE   36,852 0 0
ALLY FINANCIAL INC Common Stock 02005N100 7,938 424,016 SH   SOLE   424,016 0 0
ALPHABET INC Common Stock 02079K305 5,159 6,763 SH   SOLE   6,763 0 0
AMBEV SA ADR 02319V103 17,233 3,326,839 SH   SOLE   3,326,839 0 0
AMC NETWORKS INC Common Stock 00164V103 721 11,099 SH   SOLE   11,099 0 0
AMDOCS LTD Common Stock G02602103 12,096 200,198 SH   SOLE   200,198 0 0
AMERCIAN INT'L GROUP INC Common Stock 026874784 9,079 167,970 SH   SOLE   167,970 0 0
AMERICAN FINANCIAL GROUP INC/O Common Stock 025932104 907 12,886 SH   SOLE   12,886 0 0
AMERISOURCEBERGEN CORP Common Stock 03073E105 868 10,028 SH   SOLE   10,028 0 0
ANADARKO PETROLEUM CORP Common Stock 032511107 8,539 183,360 SH   SOLE   183,360 0 0
APPLE INC Common Stock 037833100 1,153 10,580 SH   SOLE   10,580 0 0
AT&T INC Common Stock 00206R102 10,607 270,806 SH   SOLE   270,806 0 0
BAIDU INC ADR 056752108 8,442 44,225 SH   SOLE   44,225 0 0
BAKER HUGHES INC Common Stock 057224107 3,257 74,317 SH   SOLE   74,317 0 0
BANCO BRADESCO SA ADR 059460303 10,085 1,353,652 SH   SOLE   1,353,652 0 0
BIG LOTS INC Common Stock 089302103 690 15,240 SH   SOLE   15,240 0 0
BROADCOM LTD Common Stock Y09827109 1,386 8,970 SH   SOLE   8,970 0 0
CABOT OIL & GAS CORP Common Stock 127097103 2,688 118,358 SH   SOLE   118,358 0 0
CANADIAN IMPERIAL BANK OF COMM Common Stock 136069101 1,449 19,320 SH   SOLE   19,320 0 0
CANADIAN NATURAL RESOURCES LTD Common Stock 136385101 2,845 104,759 SH   SOLE   104,759 0 0
CARDINAL HEALTH INC Common Stock 14149Y108 8,273 100,948 SH   SOLE   100,948 0 0
CBS CORP Common Stock 124857202 1,274 23,118 SH   SOLE   23,118 0 0
CELANESE CORP Common Stock 150870103 804 12,270 SH   SOLE   12,270 0 0
CENOVUS ENERGY INC Common Stock 15135U109 2,713 207,622 SH   SOLE   207,622 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 12,598 144,032 SH   SOLE   144,032 0 0
CIGNA CORP Common Stock 125509109 9,244 67,358 SH   SOLE   67,358 0 0
CIMAREX ENERGY CO Common Stock 171798101 5,189 53,345 SH   SOLE   53,345 0 0
CISCO SYSTEMS INC Common Stock 17275R102 10,921 383,597 SH   SOLE   383,597 0 0
CITIGROUP INC Common Stock 172967424 8,369 200,464 SH   SOLE   200,464 0 0
CME GROUP INC/IL Common Stock 12572Q105 1,240 12,910 SH   SOLE   12,910 0 0
COBALT INTERNATIONAL ENERGY IN Common Stock 19075F106 1,621 545,712 SH   SOLE   545,712 0 0
COGNIZANT TECHNOLOGY SOLUTIONS Common Stock 192446102 3,902 62,239 SH   SOLE   62,239 0 0
COMCAST CORP Common Stock 20030N101 11,050 180,916 SH   SOLE   180,916 0 0
CONOCOPHILLIPS Common Stock 20825C104 14,363 356,662 SH   SOLE   356,662 0 0
COSAN LTD Common Stock G25343107 9,965 2,025,475 SH   SOLE   2,025,475 0 0
CREDICORP LTD Common Stock G2519Y108 6,972 53,214 SH   SOLE   53,214 0 0
CVS HEALTH CORP Common Stock 126650100 10,071 97,085 SH   SOLE   97,085 0 0
DANAHER CORP Common Stock 235851102 1,456 15,352 SH   SOLE   15,352 0 0
DEVON ENERGY CORP Common Stock 25179M103 6,298 229,505 SH   SOLE   229,505 0 0
DOW CHEMICAL CO/THE Common Stock 260543103 1,316 25,874 SH   SOLE   25,874 0 0
EBAY INC Common Stock 278642103 8,419 352,847 SH   SOLE   352,847 0 0
EMC CORP/MA Common Stock 268648102 1,148 43,065 SH   SOLE   43,065 0 0
ENCANA CORP Common Stock 292505104 4,718 770,558 SH   SOLE   770,558 0 0
EOG RESOURCES INC Common Stock 26875P101 13,479 185,707 SH   SOLE   185,707 0 0
FISERV INC Common Stock 337738108 10,975 106,992 SH   SOLE   106,992 0 0
FLEXTRONICS INTERNATIONAL LTD Common Stock Y2573F102 761 63,101 SH   SOLE   63,101 0 0
FOMENTO ECONOMICO MEXICANO SAB ADR 344419106 13,256 137,636 SH   SOLE   137,636 0 0
FOOT LOCKER INC Common Stock 344849104 780 12,093 SH   SOLE   12,093 0 0
GENERAC HOLDINGS INC Common Stock 368736104 925 24,840 SH   SOLE   24,840 0 0
GILEAD SCIENCES INC Common Stock 375558103 9,074 98,777 SH   SOLE   98,777 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 6,683 44,501 SH   SOLE   44,501 0 0
HALLIBURTON CO Common Stock 406216101 6,981 195,439 SH   SOLE   195,439 0 0
HARTFORD FINANCIAL SERVICES GR Common Stock 416515104 6,594 143,101 SH   SOLE   143,101 0 0
HELMERICH & PAYNE INC Common Stock 423452101 592 10,076 SH   SOLE   10,076 0 0
HESS CORP Common Stock 42809H107 9,103 172,905 SH   SOLE   172,905 0 0
HEWLETT PACKARD ENTERPRISE CO Common Stock 42824C109 844 47,610 SH   SOLE   47,610 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 5,680 50,692 SH   SOLE   50,692 0 0
IDEX CORP Common Stock 45167R104 1,270 15,320 SH   SOLE   15,320 0 0
INTEROIL CORP Common Stock 460951106 1,841 57,846 SH   SOLE   57,846 0 0
JAZZ PHARMACEUTICALS PLC Common Stock G50871105 601 4,600 SH   SOLE   4,600 0 0
JOHNSON & JOHNSON Common Stock 478160104 10,775 99,581 SH   SOLE   99,581 0 0
JONES LANG LASALLE INC Common Stock 48020Q107 6,963 59,350 SH   SOLE   59,350 0 0
KINDER MORGAN INC/DE Common Stock 49456B101 2,615 146,427 SH   SOLE   146,427 0 0
LAM RESEARCH CORP Common Stock 512807108 3,677 44,512 SH   SOLE   44,512 0 0
LEAR CORP Common Stock 521865204 758 6,816 SH   SOLE   6,816 0 0
MARATHON OIL CORP Common Stock 565849106 5,559 498,977 SH   SOLE   498,977 0 0
MARATHON PETROLEUM CORP Common Stock 56585A102 2,607 70,110 SH   SOLE   70,110 0 0
MEDNAX INC Common Stock 58502B106 7,481 115,776 SH   SOLE   115,776 0 0
MEDTRONIC PLC Common Stock G5960L103 8,425 112,336 SH   SOLE   112,336 0 0
MELLANOX TECHNOLOGIES LTD Common Stock M51363113 2,823 51,959 SH   SOLE   51,959 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 920 36,801 SH   SOLE   36,801 0 0
MYLAN NV Common Stock N59465109 817 17,617 SH   SOLE   17,617 0 0
NETEASE INC ADR 64110W102 11,800 82,183 SH   SOLE   82,183 0 0
NICE-SYSTEMS LTD ADR 653656108 795 12,267 SH   SOLE   12,267 0 0
NOBLE ENERGY INC Common Stock 655044105 7,762 247,111 SH   SOLE   247,111 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 10,665 131,548 SH   SOLE   131,548 0 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105 8,471 123,789 SH   SOLE   123,789 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 10,479 271,472 SH   SOLE   271,472 0 0
PEPSICO INC Common Stock 713448108 2,389 23,307 SH   SOLE   23,307 0 0
PFIZER INC Common Stock 717081103 2,155 72,707 SH   SOLE   72,707 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 11,507 117,286 SH   SOLE   117,286 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 6,919 49,161 SH   SOLE   49,161 0 0
PRESTIGE BRANDS HOLDINGS INC Common Stock 74112D101 718 13,441 SH   SOLE   13,441 0 0
PRICELINE GROUP INC/THE Common Stock 741503403 9,670 7,502 SH   SOLE   7,502 0 0
PUBLIC SERVICE ENTERPRISE GROU Common Stock 744573106 1,459 30,960 SH   SOLE   30,960 0 0
QUEST DIAGNOSTICS INC Common Stock 74834L100 870 12,175 SH   SOLE   12,175 0 0
RANGE RESOURCES CORP Common Stock 75281A109 2,242 69,235 SH   SOLE   69,235 0 0
REGAL-BELOIT CORP Common Stock 758750103 685 10,859 SH   SOLE   10,859 0 0
SCHLUMBERGER LTD Common Stock 806857108 18,323 248,441 SH   SOLE   248,441 0 0
SERVICEMASTER GLOBAL HOLDINGS Common Stock 81761R109 8,691 230,648 SH   SOLE   230,648 0 0
SILICON MOTION TECHNOLOGY CORP ADR 82706C108 1,744 44,940 SH   SOLE   44,940 0 0
SOUTHWEST AIRLINES CO Common Stock 844741108 1,052 23,474 SH   SOLE   23,474 0 0
STARZ Common Stock 85571Q102 179 6,788 SH   SOLE   6,788 0 0
SUNTRUST BANKS INC Common Stock 867914103 1,014 28,117 SH   SOLE   28,117 0 0
SYNAPTICS INC Common Stock 87157D109 647 8,115 SH   SOLE   8,115 0 0
TERNIUM SA ADR 880890108 4,310 239,700 SH   SOLE   239,700 0 0
TEVA PHARMACEUTICAL INDUSTRIES ADR 881624209 8,824 164,903 SH   SOLE   164,903 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 1,403 9,907 SH   SOLE   9,907 0 0
THOR INDUSTRIES INC Common Stock 885160101 6,911 108,368 SH   SOLE   108,368 0 0
TYSON FOODS INC Common Stock 902494103 1,541 23,122 SH   SOLE   23,122 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 2,054 15,934 SH   SOLE   15,934 0 0
VALERO ENERGY CORP Common Stock 91913Y100 10,185 158,790 SH   SOLE   158,790 0 0
VANTIV INC Common Stock 92210H105 10,384 192,728 SH   SOLE   192,728 0 0
VOYA FINANCIAL INC Common Stock 929089100 6,753 226,851 SH   SOLE   226,851 0 0
WEATHERFORD INTERNATIONAL PLC Common Stock G48833100 4,235 544,335 SH   SOLE   544,335 0 0
WESTERN UNION CO/THE Common Stock 959802109 9,658 500,675 SH   SOLE   500,675 0 0
WESTROCK CO Common Stock 96145D105 755 19,337 SH   SOLE   19,337 0 0
WHITING PETROLEUM CORP Common Stock 966387102 2,411 302,084 SH   SOLE   302,084 0 0
ZIMMER HOLDINGS INC Common Stock 98956P102 1,523 14,284 SH   SOLE   14,284 0 0