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 9,665 243,885 SH   SOLE   243,885 0 0
AFLAC INC Common Stock 001055102 9,682 134,178 SH   SOLE   134,178 0 0
ALASKA AIR GROUP INC Common Stock 011659109 864 14,828 SH   SOLE   14,828 0 0
ALLIANCE DATA SYSTEMS CORP Common Stock 018581108 8,926 45,559 SH   SOLE   45,559 0 0
ALLY FINANCIAL INC Common Stock 02005N100 9,135 535,174 SH   SOLE   535,174 0 0
ALPHABET INC Common Stock 02079K305 9,095 12,927 SH   SOLE   12,927 0 0
AMBEV SA ADR 02319V103 22,210 3,758,038 SH   SOLE   3,758,038 0 0
AMC NETWORKS INC Common Stock 00164V103 779 12,899 SH   SOLE   12,899 0 0
AMDOCS LTD Common Stock G02602103 11,944 206,928 SH   SOLE   206,928 0 0
AMERICAN FINANCIAL GROUP INC/O Common Stock 025932104 1,108 14,986 SH   SOLE   14,986 0 0
AMERISOURCEBERGEN CORP Common Stock 03073E105 922 11,628 SH   SOLE   11,628 0 0
ANADARKO PETROLEUM CORP Common Stock 032511107 11,224 210,781 SH   SOLE   210,781 0 0
APPLE INC Common Stock 037833100 1,174 12,280 SH   SOLE   12,280 0 0
AT&T INC Common Stock 00206R102 10,148 234,847 SH   SOLE   234,847 0 0
B/E AEROSPACE INC Common Stock 073302101 473 10,238 SH   SOLE   10,238 0 0
BAIDU INC ADR 056752108 9,334 56,518 SH   SOLE   56,518 0 0
BANCO BRADESCO SA ADR 059460303 13,137 1,682,011 SH   SOLE   1,682,011 0 0
BANK OF NEW YORK MELLON CORP Common Stock 064058100 9,191 236,584 SH   SOLE   236,584 0 0
BIG LOTS INC Common Stock 089302103 889 17,740 SH   SOLE   17,740 0 0
BROADCOM LTD Common Stock Y09827109 1,627 10,470 SH   SOLE   10,470 0 0
CABOT OIL & GAS CORP Common Stock 127097103 3,066 119,106 SH   SOLE   119,106 0 0
CANADIAN IMPERIAL BANK OF COMM Common Stock 136069101 1,675 22,420 SH   SOLE   22,420 0 0
CANADIAN NATURAL RESOURCES LTD Common Stock 136385101 4,052 132,008 SH   SOLE   132,008 0 0
CARDINAL HEALTH INC Common Stock 14149Y108 1,944 24,926 SH   SOLE   24,926 0 0
CARNIVAL CORP Common Stock 143658300 1,108 25,071 SH   SOLE   25,071 0 0
CBS CORP Common Stock 124857202 1,460 26,818 SH   SOLE   26,818 0 0
CELANESE CORP Common Stock 150870103 1,004 15,333 SH   SOLE   15,333 0 0
CENOVUS ENERGY INC Common Stock 15135U109 1,679 122,030 SH   SOLE   122,030 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 11,668 146,438 SH   SOLE   146,438 0 0
CHINA BIOLOGIC PRODUCTS INC Common Stock 16938C106 5,674 53,371 SH   SOLE   53,371 0 0
CIGNA CORP Common Stock 125509109 9,030 70,556 SH   SOLE   70,556 0 0
CIMAREX ENERGY CO Common Stock 171798101 6,426 53,857 SH   SOLE   53,857 0 0
CISCO SYSTEMS INC Common Stock 17275R102 10,087 351,589 SH   SOLE   351,589 0 0
CITIGROUP INC Common Stock 172967424 9,890 233,305 SH   SOLE   233,305 0 0
CME GROUP INC/IL Common Stock 12572Q105 1,462 15,010 SH   SOLE   15,010 0 0
COGNIZANT TECHNOLOGY SOLUTIONS Common Stock 192446102 4,024 70,307 SH   SOLE   70,307 0 0
COMCAST CORP Common Stock 20030N101 10,532 161,565 SH   SOLE   161,565 0 0
CONOCOPHILLIPS Common Stock 20825C104 16,547 379,511 SH   SOLE   379,511 0 0
COSAN LTD Common Stock G25343107 10,854 1,667,299 SH   SOLE   1,667,299 0 0
CREDICORP LTD Common Stock G2519Y108 10,721 69,471 SH   SOLE   69,471 0 0
CRESCENT POINT ENERGY CORP Common Stock 22576C101 3,483 221,637 SH   SOLE   221,637 0 0
CVS HEALTH CORP Common Stock 126650100 9,514 99,370 SH   SOLE   99,370 0 0
DANAHER CORP Common Stock 235851102 1,803 17,852 SH   SOLE   17,852 0 0
DEVON ENERGY CORP Common Stock 25179M103 7,323 202,005 SH   SOLE   202,005 0 0
DOW CHEMICAL CO/THE Common Stock 260543103 1,567 31,520 SH   SOLE   31,520 0 0
EBAY INC Common Stock 278642103 8,721 372,517 SH   SOLE   372,517 0 0
EMC CORP/MA Common Stock 268648102 998 36,743 SH   SOLE   36,743 0 0
ENCANA CORP Common Stock 292505104 3,883 501,792 SH   SOLE   501,792 0 0
ENERSIS SA ADR 29274F104 5,342 622,664 SH   SOLE   622,664 0 0
EOG RESOURCES INC Common Stock 26875P101 16,006 191,876 SH   SOLE   191,876 0 0
FISERV INC Common Stock 337738108 9,294 85,482 SH   SOLE   85,482 0 0
FLEXTRONICS INTERNATIONAL LTD Common Stock Y2573F102 5,374 455,443 SH   SOLE   455,443 0 0
FOMENTO ECONOMICO MEXICANO SAB ADR 344419106 14,380 155,475 SH   SOLE   155,475 0 0
GENERAC HOLDINGS INC Common Stock 368736104 1,008 28,840 SH   SOLE   28,840 0 0
GILEAD SCIENCES INC Common Stock 375558103 9,585 114,898 SH   SOLE   114,898 0 0
GRAN TIERRA ENERGY INC Common Stock 38500T101 1,842 551,212 SH   SOLE   551,212 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 8,020 50,268 SH   SOLE   50,268 0 0
HALLIBURTON CO Common Stock 406216101 6,828 150,766 SH   SOLE   150,766 0 0
HARTFORD FINANCIAL SERVICES GR Common Stock 416515104 9,341 210,478 SH   SOLE   210,478 0 0
HELMERICH & PAYNE INC Common Stock 423452101 784 11,676 SH   SOLE   11,676 0 0
HESS CORP Common Stock 42809H107 10,764 179,097 SH   SOLE   179,097 0 0
HEWLETT PACKARD ENTERPRISE CO Common Stock 42824C109 1,011 55,310 SH   SOLE   55,310 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 9,997 85,943 SH   SOLE   85,943 0 0
IDEX CORP Common Stock 45167R104 1,463 17,820 SH   SOLE   17,820 0 0
JAZZ PHARMACEUTICALS PLC Common Stock G50871105 749 5,300 SH   SOLE   5,300 0 0
JOHNSON & JOHNSON Common Stock 478160104 9,822 80,973 SH   SOLE   80,973 0 0
JOHNSON CONTROLS INC Common Stock 478366107 9,165 207,083 SH   SOLE   207,083 0 0
JONES LANG LASALLE INC Common Stock 48020Q107 3,339 34,260 SH   SOLE   34,260 0 0
LAM RESEARCH CORP Common Stock 512807108 8,964 106,638 SH   SOLE   106,638 0 0
LEAR CORP Common Stock 521865204 806 7,916 SH   SOLE   7,916 0 0
MARATHON OIL CORP Common Stock 565849106 7,088 472,232 SH   SOLE   472,232 0 0
MARRIOTT VACATIONS WORLDWIDE C Common Stock 57164Y107 6,483 94,663 SH   SOLE   94,663 0 0
MEDNAX INC Common Stock 58502B106 7,881 108,813 SH   SOLE   108,813 0 0
MEDTRONIC PLC Common Stock G5960L103 7,896 90,999 SH   SOLE   90,999 0 0
MELLANOX TECHNOLOGIES LTD Common Stock M51363113 3,137 65,402 SH   SOLE   65,402 0 0
MICHAEL KORS HOLDINGS LTD Common Stock G60754101 848 17,137 SH   SOLE   17,137 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 1,109 42,701 SH   SOLE   42,701 0 0
MYLAN NV Common Stock N59465109 883 20,417 SH   SOLE   20,417 0 0
NETEASE INC ADR 64110W102 8,813 45,612 SH   SOLE   45,612 0 0
NEW ORIENTAL EDUCATION & TECHN ADR 647581107 4,648 110,994 SH   SOLE   110,994 0 0
NICE-SYSTEMS LTD ADR 653656108 3,534 55,349 SH   SOLE   55,349 0 0
NOBLE ENERGY INC Common Stock 655044105 8,999 250,884 SH   SOLE   250,884 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 11,367 145,100 SH   SOLE   145,100 0 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105 8,004 106,184 SH   SOLE   106,184 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 9,437 258,484 SH   SOLE   258,484 0 0
PEPSICO INC Common Stock 713448108 2,936 27,717 SH   SOLE   27,717 0 0
PFIZER INC Common Stock 717081103 2,975 84,507 SH   SOLE   84,507 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 9,843 96,769 SH   SOLE   96,769 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 8,375 55,388 SH   SOLE   55,388 0 0
PRECISION DRILLING CORP Common Stock 74022D308 3,369 638,669 SH   SOLE   638,669 0 0
PRESTIGE BRANDS HOLDINGS INC Common Stock 74112D101 867 15,641 SH   SOLE   15,641 0 0
PRICELINE GROUP INC/THE Common Stock 741503403 9,170 7,345 SH   SOLE   7,345 0 0
PUBLIC SERVICE ENTERPRISE GROU Common Stock 744573106 1,555 33,369 SH   SOLE   33,369 0 0
QUEST DIAGNOSTICS INC Common Stock 74834L100 1,154 14,175 SH   SOLE   14,175 0 0
REGAL-BELOIT CORP Common Stock 758750103 697 12,659 SH   SOLE   12,659 0 0
SCHLUMBERGER LTD Common Stock 806857108 18,470 233,566 SH   SOLE   233,566 0 0
SERVICEMASTER GLOBAL HOLDINGS Common Stock 81761R109 8,525 214,191 SH   SOLE   214,191 0 0
SILICON MOTION TECHNOLOGY CORP ADR 82706C108 2,148 44,940 SH   SOLE   44,940 0 0
SINCLAIR BROADCAST GROUP INC Common Stock 829226109 687 23,013 SH   SOLE   23,013 0 0
SOUTHWEST AIRLINES CO Common Stock 844741108 1,069 27,274 SH   SOLE   27,274 0 0
SUNTRUST BANKS INC Common Stock 867914103 1,340 32,617 SH   SOLE   32,617 0 0
SUPERIOR ENERGY SERVICES INC Common Stock 868157108 1,372 74,550 SH   SOLE   74,550 0 0
TERNIUM SA ADR 880890108 5,161 270,768 SH   SOLE   270,768 0 0
TEVA PHARMACEUTICAL INDUSTRIES ADR 881624209 11,457 228,096 SH   SOLE   228,096 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 1,700 11,507 SH   SOLE   11,507 0 0
THOR INDUSTRIES INC Common Stock 885160101 717 11,071 SH   SOLE   11,071 0 0
TYSON FOODS INC Common Stock 902494103 1,791 26,822 SH   SOLE   26,822 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 10,046 71,150 SH   SOLE   71,150 0 0
VALERO ENERGY CORP Common Stock 91913Y100 9,003 176,521 SH   SOLE   176,521 0 0
VANTIV INC Common Stock 92210H105 9,099 160,755 SH   SOLE   160,755 0 0
VOYA FINANCIAL INC Common Stock 929089100 814 32,881 SH   SOLE   32,881 0 0
WEATHERFORD INTERNATIONAL PLC Common Stock G48833100 4,716 849,651 SH   SOLE   849,651 0 0
WESTERN UNION CO/THE Common Stock 959802109 9,081 473,451 SH   SOLE   473,451 0 0
WESTROCK CO Common Stock 96145D105 872 22,437 SH   SOLE   22,437 0 0
WHITING PETROLEUM CORP Common Stock 966387102 2,431 262,538 SH   SOLE   262,538 0 0
ZIMMER HOLDINGS INC Common Stock 98956P102 1,996 16,584 SH   SOLE   16,584 0 0