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 10,302 285,295 SH   SOLE   285,295 0 0
AFLAC INC Common Stock 001055102 1,598 22,956 SH   SOLE   22,956 0 0
ALASKA AIR GROUP INC Common Stock 011659109 1,301 14,659 SH   SOLE   14,659 0 0
ALLIANCE DATA SYSTEMS CORP Common Stock 018581108 10,375 45,406 SH   SOLE   45,406 0 0
ALLY FINANCIAL INC Common Stock 02005N100 11,069 581,979 SH   SOLE   581,979 0 0
ALPHABET INC Common Stock 02079K305 11,517 14,533 SH   SOLE   14,533 0 0
AMAZON.COM INC Common Stock 023135106 1,277 1,703 SH   SOLE   1,703 0 0
AMBEV SA ADR 02319V103 17,908 3,647,287 SH   SOLE   3,647,287 0 0
AMC NETWORKS INC Common Stock 00164V103 667 12,752 SH   SOLE   12,752 0 0
AMERICAN FINANCIAL GROUP INC/O Common Stock 025932104 1,305 14,815 SH   SOLE   14,815 0 0
ANADARKO PETROLEUM CORP Common Stock 032511107 13,318 191,001 SH   SOLE   191,001 0 0
APPLE INC Common Stock 037833100 1,406 12,140 SH   SOLE   12,140 0 0
AT&T INC Common Stock 00206R102 10,717 251,992 SH   SOLE   251,992 0 0
B/E AEROSPACE INC Common Stock 073302101 1,117 18,566 SH   SOLE   18,566 0 0
BAIDU INC ADR 056752108 12,588 76,564 SH   SOLE   76,564 0 0
BANCO BRADESCO SA ADR 059460303 15,965 1,832,995 SH   SOLE   1,832,995 0 0
BANK OF NEW YORK MELLON CORP Common Stock 064058100 12,133 256,078 SH   SOLE   256,078 0 0
BIG LOTS INC Common Stock 089302103 881 17,537 SH   SOLE   17,537 0 0
CABOT OIL & GAS CORP Common Stock 127097103 3,885 166,307 SH   SOLE   166,307 0 0
CANADIAN IMPERIAL BANK OF COMM Common Stock 136069101 13,676 167,404 SH   SOLE   167,404 0 0
CANADIAN NATURAL RESOURCES LTD Common Stock 136385101 11,072 346,994 SH   SOLE   346,994 0 0
CARLISLE COS INC Common Stock 142339100 9,843 89,245 SH   SOLE   89,245 0 0
CARNIVAL CORP Common Stock 143658300 3,774 72,493 SH   SOLE   72,493 0 0
CBS CORP Common Stock 124857202 11,210 176,209 SH   SOLE   176,209 0 0
CHINA BIOLOGIC PRODUCTS INC Common Stock 16938C106 5,738 53,371 SH   SOLE   53,371 0 0
CIGNA CORP Common Stock 125509109 10,177 76,297 SH   SOLE   76,297 0 0
CIMAREX ENERGY CO Common Stock 171798101 7,970 58,647 SH   SOLE   58,647 0 0
CISCO SYSTEMS INC Common Stock 17275R102 2,283 75,562 SH   SOLE   75,562 0 0
CITIGROUP INC Common Stock 172967424 14,897 250,667 SH   SOLE   250,667 0 0
CME GROUP INC/IL Common Stock 12572Q105 10,304 89,324 SH   SOLE   89,324 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 7,501 114,621 SH   SOLE   114,621 0 0
COMCAST CORP Common Stock 20030N101 2,727 39,496 SH   SOLE   39,496 0 0
CONOCOPHILLIPS Common Stock 20825C104 17,401 347,042 SH   SOLE   347,042 0 0
COSAN LTD Common Stock G25343107 10,715 1,426,702 SH   SOLE   1,426,702 0 0
CREDICORP LTD Common Stock G2519Y108 9,750 61,763 SH   SOLE   61,763 0 0
CUMMINS INC Common Stock 231021106 10,741 78,593 SH   SOLE   78,593 0 0
DANAHER CORP Common Stock 235851102 10,605 136,236 SH   SOLE   136,236 0 0
DEVON ENERGY CORP Common Stock 25179M103 8,085 177,039 SH   SOLE   177,039 0 0
DOW CHEMICAL CO/THE Common Stock 260543103 1,783 31,160 SH   SOLE   31,160 0 0
EBAY INC Common Stock 278642103 11,043 371,955 SH   SOLE   371,955 0 0
ENCANA CORP Common Stock 292505104 3,305 281,252 SH   SOLE   281,252 0 0
ENERSIS SA ADR 29274F104 6,738 820,695 SH   SOLE   820,695 0 0
EOG RESOURCES INC Common Stock 26875P101 19,399 191,876 SH   SOLE   191,876 0 0
FISERV INC Common Stock 337738108 1,306 12,286 SH   SOLE   12,286 0 0
FNF GROUP Tracking Stk 31620R303 798 23,501 SH   SOLE   23,501 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 739 24,138 SH   SOLE   24,138 0 0
GILEAD SCIENCES INC Common Stock 375558103 1,443 20,149 SH   SOLE   20,149 0 0
GREAT WESTERN BANCORP INC Common Stock 391416104 1,168 26,804 SH   SOLE   26,804 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 7,233 50,268 SH   SOLE   50,268 0 0
HALLIBURTON CO Common Stock 406216101 10,482 193,795 SH   SOLE   193,795 0 0
HELMERICH & PAYNE INC Common Stock 423452101 7,762 100,280 SH   SOLE   100,280 0 0
HESS CORP Common Stock 42809H107 10,439 167,588 SH   SOLE   167,588 0 0
HEWLETT PACKARD ENTERPRISE CO Common Stock 42824C109 1,265 54,678 SH   SOLE   54,678 0 0
HOLOGIC INC Common Stock 436440101 911 22,695 SH   SOLE   22,695 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 2,062 17,802 SH   SOLE   17,802 0 0
IDEX CORP Common Stock 45167R104 1,114 12,368 SH   SOLE   12,368 0 0
IMPERIAL OIL LTD Common Stock 453038408 2,280 65,453 SH   SOLE   65,453 0 0
JOHNSON & JOHNSON Common Stock 478160104 11,280 97,906 SH   SOLE   97,906 0 0
LAM RESEARCH CORP Common Stock 512807108 12,231 115,682 SH   SOLE   115,682 0 0
LEAR CORP Common Stock 521865204 1,036 7,826 SH   SOLE   7,826 0 0
MARATHON OIL CORP Common Stock 565849106 7,230 417,685 SH   SOLE   417,685 0 0
MARRIOTT VACATIONS WORLDWIDE C Common Stock 57164Y107 8,933 105,275 SH   SOLE   105,275 0 0
MEDNAX INC Common Stock 58502B106 7,958 119,375 SH   SOLE   119,375 0 0
MICHAEL KORS HOLDINGS LTD Common Stock G60754101 728 16,941 SH   SOLE   16,941 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 1,783 42,213 SH   SOLE   42,213 0 0
NETEASE INC ADR 64110W102 9,822 45,612 SH   SOLE   45,612 0 0
NEW ORIENTAL EDUCATION & TECHN ADR 647581107 4,673 110,994 SH   SOLE   110,994 0 0
NICE-SYSTEMS LTD ADR 653656108 3,840 55,844 SH   SOLE   55,844 0 0
NOBLE ENERGY INC Common Stock 655044105 9,674 254,185 SH   SOLE   254,185 0 0
OASIS PETROLEUM INC Common Stock 674215108 3,291 217,346 SH   SOLE   217,346 0 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105 6,826 95,825 SH   SOLE   95,825 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 11,017 279,112 SH   SOLE   279,112 0 0
PEPSICO INC Common Stock 713448108 2,867 27,400 SH   SOLE   27,400 0 0
PFIZER INC Common Stock 717081103 2,713 83,541 SH   SOLE   83,541 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 10,145 56,338 SH   SOLE   56,338 0 0
PRECISION DRILLING CORP Common Stock 74022D308 2,478 453,979 SH   SOLE   453,979 0 0
PRICELINE GROUP INC/THE Common Stock 741503403 11,642 7,941 SH   SOLE   7,941 0 0
PUBLIC SERVICE ENTERPRISE GROU Common Stock 744573106 1,448 32,988 SH   SOLE   32,988 0 0
QEP RESOURCES INC Common Stock 74733V100 3,062 166,337 SH   SOLE   166,337 0 0
QUALCOMM INC Common Stock 747525103 1,263 19,376 SH   SOLE   19,376 0 0
QUEST DIAGNOSTICS INC Common Stock 74834L100 1,288 14,013 SH   SOLE   14,013 0 0
RADIAN GROUP INC Common Stock 750236101 219 12,195 SH   SOLE   12,195 0 0
RALPH LAUREN CORP Common Stock 751212101 628 6,952 SH   SOLE   6,952 0 0
RANGE RESOURCES CORP Common Stock 75281A109 3,486 101,454 SH   SOLE   101,454 0 0
SCHLUMBERGER LTD Common Stock 806857108 23,367 278,340 SH   SOLE   278,340 0 0
SILICON MOTION TECHNOLOGY CORP ADR 82706C108 1,909 44,940 SH   SOLE   44,940 0 0
SIMON PROPERTY GROUP INC REIT 828806109 693 3,900 SH   SOLE   3,900 0 0
SINCLAIR BROADCAST GROUP INC Common Stock 829226109 759 22,750 SH   SOLE   22,750 0 0
SM ENERGY CO Common Stock 78454L100 3,025 87,724 SH   SOLE   87,724 0 0
SUNTRUST BANKS INC Common Stock 867914103 1,769 32,244 SH   SOLE   32,244 0 0
TERNIUM SA ADR 880890108 10,283 425,783 SH   SOLE   425,783 0 0
TEVA PHARMACEUTICAL INDUSTRIES ADR 881624209 902 24,883 SH   SOLE   24,883 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 1,605 11,376 SH   SOLE   11,376 0 0
THOR INDUSTRIES INC Common Stock 885160101 1,095 10,944 SH   SOLE   10,944 0 0
TIFFANY & CO Common Stock 886547108 7,751 100,097 SH   SOLE   100,097 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 12,647 79,023 SH   SOLE   79,023 0 0
UNUM GROUP Common Stock 91529Y106 1,178 26,806 SH   SOLE   26,806 0 0
VALERO ENERGY CORP Common Stock 91913Y100 10,915 159,756 SH   SOLE   159,756 0 0
VANTIV INC Common Stock 92210H105 10,388 174,241 SH   SOLE   174,241 0 0
VMWARE INC Common Stock 928563402 9,864 125,288 SH   SOLE   125,288 0 0
VOYA FINANCIAL INC Common Stock 929089100 1,275 32,505 SH   SOLE   32,505 0 0
WESCO INTERNATIONAL INC Common Stock 95082P105 1,053 15,817 SH   SOLE   15,817 0 0
WESTERN UNION CO/THE Common Stock 959802109 11,139 512,861 SH   SOLE   512,861 0 0
WESTROCK CO Common Stock 96145D105 1,126 22,181 SH   SOLE   22,181 0 0
WHITING PETROLEUM CORP Common Stock 966387102 2,804 233,253 SH   SOLE   233,253 0 0
ZIMMER HOLDINGS INC Common Stock 98956P102 1,692 16,394 SH   SOLE   16,394 0 0