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 10,838 244,649 SH   SOLE   244,649 0 0
AFLAC INC Common Stock 001055102 9,913 137,935 SH   SOLE   137,935 0 0
ALASKA AIR GROUP INC Common Stock 011659109 977 14,828 SH   SOLE   14,828 0 0
ALLIANCE DATA SYSTEMS CORP Common Stock 018581108 10,065 46,918 SH   SOLE   46,918 0 0
ALLY FINANCIAL INC Common Stock 02005N100 10,742 551,695 SH   SOLE   551,695 0 0
ALPHABET INC Common Stock 02079K305 10,699 13,306 SH   SOLE   13,306 0 0
AMBEV SA ADR 02319V103 22,886 3,758,038 SH   SOLE   3,758,038 0 0
AMC NETWORKS INC Common Stock 00164V103 669 12,899 SH   SOLE   12,899 0 0
AMDOCS LTD Common Stock G02602103 12,465 215,477 SH   SOLE   215,477 0 0
AMERICAN FINANCIAL GROUP INC/O Common Stock 025932104 1,124 14,986 SH   SOLE   14,986 0 0
ANADARKO PETROLEUM CORP Common Stock 032511107 12,821 202,346 SH   SOLE   202,346 0 0
APPLE INC Common Stock 037833100 1,388 12,280 SH   SOLE   12,280 0 0
AT&T INC Common Stock 00206R102 9,789 241,037 SH   SOLE   241,037 0 0
B/E AEROSPACE INC Common Stock 073302101 970 18,781 SH   SOLE   18,781 0 0
BAIDU INC ADR 056752108 14,506 79,674 SH   SOLE   79,674 0 0
BANCO BRADESCO SA ADR 059460303 17,192 1,895,486 SH   SOLE   1,895,486 0 0
BANK OF NEW YORK MELLON CORP Common Stock 064058100 9,711 243,514 SH   SOLE   243,514 0 0
BIG LOTS INC Common Stock 089302103 847 17,740 SH   SOLE   17,740 0 0
BROADCOM LTD Common Stock Y09827109 1,806 10,470 SH   SOLE   10,470 0 0
CABOT OIL & GAS CORP Common Stock 127097103 3,816 147,914 SH   SOLE   147,914 0 0
CANADIAN IMPERIAL BANK OF COMM Common Stock 136069101 9,446 122,039 SH   SOLE   122,039 0 0
CANADIAN NATURAL RESOURCES LTD Common Stock 136385101 8,941 280,180 SH   SOLE   280,180 0 0
CARNIVAL CORP Common Stock 143658300 1,224 25,071 SH   SOLE   25,071 0 0
CBS CORP Common Stock 124857202 1,468 26,818 SH   SOLE   26,818 0 0
CELANESE CORP Common Stock 150870103 1,021 15,333 SH   SOLE   15,333 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 10,453 134,683 SH   SOLE   134,683 0 0
CHINA BIOLOGIC PRODUCTS INC Common Stock 16938C106 6,644 53,371 SH   SOLE   53,371 0 0
CIGNA CORP Common Stock 125509109 9,461 72,600 SH   SOLE   72,600 0 0
CIMAREX ENERGY CO Common Stock 171798101 7,456 55,491 SH   SOLE   55,491 0 0
CISCO SYSTEMS INC Common Stock 17275R102 11,448 360,908 SH   SOLE   360,908 0 0
CITIGROUP INC Common Stock 172967424 11,314 239,558 SH   SOLE   239,558 0 0
CME GROUP INC/IL Common Stock 12572Q105 8,906 85,213 SH   SOLE   85,213 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 7,614 102,701 SH   SOLE   102,701 0 0
COMCAST CORP Common Stock 20030N101 10,991 165,684 SH   SOLE   165,684 0 0
CONOCOPHILLIPS Common Stock 20825C104 15,470 355,873 SH   SOLE   355,873 0 0
COSAN LTD Common Stock G25343107 10,291 1,439,255 SH   SOLE   1,439,255 0 0
CREDICORP LTD Common Stock G2519Y108 10,575 69,471 SH   SOLE   69,471 0 0
CRESCENT POINT ENERGY CORP Common Stock 22576C101 3,428 260,410 SH   SOLE   260,410 0 0
CUMMINS INC Common Stock 231021106 9,585 74,799 SH   SOLE   74,799 0 0
DANAHER CORP Common Stock 235851102 1,399 17,852 SH   SOLE   17,852 0 0
DEVON ENERGY CORP Common Stock 25179M103 7,809 177,039 SH   SOLE   177,039 0 0
DOW CHEMICAL CO/THE Common Stock 260543103 1,634 31,520 SH   SOLE   31,520 0 0
EBAY INC Common Stock 278642103 12,628 383,815 SH   SOLE   383,815 0 0
ENCANA CORP Common Stock 292505104 2,924 280,326 SH   SOLE   280,326 0 0
ENERSIS SA ADR 29274F104 5,100 622,664 SH   SOLE   622,664 0 0
EOG RESOURCES INC Common Stock 26875P101 18,556 191,876 SH   SOLE   191,876 0 0
FISERV INC Common Stock 337738108 8,749 87,956 SH   SOLE   87,956 0 0
FLEXTRONICS INTERNATIONAL LTD Common Stock Y2573F102 6,203 455,443 SH   SOLE   455,443 0 0
FNF GROUP Tracking Stk 31620R303 877 23,773 SH   SOLE   23,773 0 0
FOMENTO ECONOMICO MEXICANO SAB ADR 344419106 14,310 155,475 SH   SOLE   155,475 0 0
FORTIVE CORP Common Stock 34959J108 454 8,926 SH   SOLE   8,926 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 817 24,417 SH   SOLE   24,417 0 0
GILEAD SCIENCES INC Common Stock 375558103 9,290 117,415 SH   SOLE   117,415 0 0
GREAT WESTERN BANCORP INC Common Stock 391416104 903 27,114 SH   SOLE   27,114 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 7,360 50,268 SH   SOLE   50,268 0 0
HALLIBURTON CO Common Stock 406216101 6,766 150,766 SH   SOLE   150,766 0 0
HARTFORD FINANCIAL SERVICES GR Common Stock 416515104 7,920 184,960 SH   SOLE   184,960 0 0
HELMERICH & PAYNE INC Common Stock 423452101 786 11,676 SH   SOLE   11,676 0 0
HESS CORP Common Stock 42809H107 9,873 184,138 SH   SOLE   184,138 0 0
HEWLETT PACKARD ENTERPRISE CO Common Stock 42824C109 1,258 55,310 SH   SOLE   55,310 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 10,288 88,244 SH   SOLE   88,244 0 0
IDEX CORP Common Stock 45167R104 1,667 17,820 SH   SOLE   17,820 0 0
IMPERIAL OIL LTD Common Stock 453038408 1,974 63,204 SH   SOLE   63,204 0 0
JOHNSON & JOHNSON Common Stock 478160104 9,826 83,180 SH   SOLE   83,180 0 0
JOHNSON CONTROLS INTERNATIONAL Common Stock G51502105 8,289 178,150 SH   SOLE   178,150 0 0
JONES LANG LASALLE INC Common Stock 48020Q107 789 6,936 SH   SOLE   6,936 0 0
LAM RESEARCH CORP Common Stock 512807108 10,403 109,842 SH   SOLE   109,842 0 0
LEAR CORP Common Stock 521865204 960 7,916 SH   SOLE   7,916 0 0
MARATHON OIL CORP Common Stock 565849106 7,466 472,232 SH   SOLE   472,232 0 0
MARRIOTT VACATIONS WORLDWIDE C Common Stock 57164Y107 7,198 98,176 SH   SOLE   98,176 0 0
MEDNAX INC Common Stock 58502B106 7,453 112,499 SH   SOLE   112,499 0 0
MEDTRONIC PLC Common Stock G5960L103 8,122 93,999 SH   SOLE   93,999 0 0
MELLANOX TECHNOLOGIES LTD Common Stock M51363113 3,526 81,526 SH   SOLE   81,526 0 0
MICHAEL KORS HOLDINGS LTD Common Stock G60754101 802 17,137 SH   SOLE   17,137 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 1,369 42,701 SH   SOLE   42,701 0 0
NETEASE INC ADR 64110W102 10,982 45,612 SH   SOLE   45,612 0 0
NEW ORIENTAL EDUCATION & TECHN ADR 647581107 5,146 110,994 SH   SOLE   110,994 0 0
NICE-SYSTEMS LTD ADR 653656108 3,749 56,007 SH   SOLE   56,007 0 0
NOBLE ENERGY INC Common Stock 655044105 9,481 265,285 SH   SOLE   265,285 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 15,310 150,083 SH   SOLE   150,083 0 0
OASIS PETROLEUM INC Common Stock 674215108 2,524 220,081 SH   SOLE   220,081 0 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105 6,799 93,236 SH   SOLE   93,236 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 10,892 265,845 SH   SOLE   265,845 0 0
PEPSICO INC Common Stock 713448108 3,015 27,717 SH   SOLE   27,717 0 0
PFIZER INC Common Stock 717081103 2,862 84,507 SH   SOLE   84,507 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 7,925 81,517 SH   SOLE   81,517 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 10,050 54,134 SH   SOLE   54,134 0 0
PRECISION DRILLING CORP Common Stock 74022D308 2,980 714,599 SH   SOLE   714,599 0 0
PRESTIGE BRANDS HOLDINGS INC Common Stock 74112D101 755 15,641 SH   SOLE   15,641 0 0
PRICELINE GROUP INC/THE Common Stock 741503403 11,119 7,556 SH   SOLE   7,556 0 0
PUBLIC SERVICE ENTERPRISE GROU Common Stock 744573106 1,397 33,369 SH   SOLE   33,369 0 0
QUALCOMM INC Common Stock 747525103 1,343 19,600 SH   SOLE   19,600 0 0
QUEST DIAGNOSTICS INC Common Stock 74834L100 1,200 14,175 SH   SOLE   14,175 0 0
RANGE RESOURCES CORP Common Stock 75281A109 3,931 101,454 SH   SOLE   101,454 0 0
SCHLUMBERGER LTD Common Stock 806857108 18,368 233,566 SH   SOLE   233,566 0 0
SERVICEMASTER GLOBAL HOLDINGS Common Stock 81761R109 7,391 219,450 SH   SOLE   219,450 0 0
SILICON MOTION TECHNOLOGY CORP ADR 82706C108 2,327 44,940 SH   SOLE   44,940 0 0
SIMON PROPERTY GROUP INC REIT 828806109 807 3,900 SH   SOLE   3,900 0 0
SINCLAIR BROADCAST GROUP INC Common Stock 829226109 665 23,013 SH   SOLE   23,013 0 0
SUNTRUST BANKS INC Common Stock 867914103 1,429 32,617 SH   SOLE   32,617 0 0
SUPERIOR ENERGY SERVICES INC Common Stock 868157108 2,623 146,537 SH   SOLE   146,537 0 0
TERNIUM SA ADR 880890108 7,098 361,589 SH   SOLE   361,589 0 0
TEVA PHARMACEUTICAL INDUSTRIES ADR 881624209 11,164 242,649 SH   SOLE   242,649 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 1,830 11,507 SH   SOLE   11,507 0 0
THOR INDUSTRIES INC Common Stock 885160101 938 11,071 SH   SOLE   11,071 0 0
TYSON FOODS INC Common Stock 902494103 1,149 15,390 SH   SOLE   15,390 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 10,603 75,738 SH   SOLE   75,738 0 0
VALERO ENERGY CORP Common Stock 91913Y100 9,434 178,009 SH   SOLE   178,009 0 0
VANTIV INC Common Stock 92210H105 9,315 165,539 SH   SOLE   165,539 0 0
VMWARE INC Common Stock 928563402 1,001 13,650 SH   SOLE   13,650 0 0
VOYA FINANCIAL INC Common Stock 929089100 948 32,881 SH   SOLE   32,881 0 0
WEATHERFORD INTERNATIONAL PLC Common Stock G48833100 4,775 849,651 SH   SOLE   849,651 0 0
WESCO INTERNATIONAL INC Common Stock 95082P105 984 16,000 SH   SOLE   16,000 0 0
WESTERN UNION CO/THE Common Stock 959802109 10,149 487,443 SH   SOLE   487,443 0 0
WESTROCK CO Common Stock 96145D105 1,088 22,437 SH   SOLE   22,437 0 0
WHITING PETROLEUM CORP Common Stock 966387102 2,760 315,782 SH   SOLE   315,782 0 0
ZIMMER HOLDINGS INC Common Stock 98956P102 2,156 16,584 SH   SOLE   16,584 0 0