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
AG MTG INVT TR INC COM 001228105 164 10,800 SH   SOLE   10,800 0 0
AT&T INC COM 00206R102 17,683 542,746 SH   SOLE   542,746 0 0
ABBOTT LABS COM 002824100 12,714 316,100 SH   SOLE   316,100 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 2,057 295,100 SH   SOLE   295,100 0 0
AECOM COM 00766T100 1,975 71,800 SH   SOLE   71,800 0 0
AFFILIATED MANAGERS GROUP COM 008252108 6,512 38,085 SH   SOLE   38,085 0 0
AGNICO EAGLE MINES LTD COM 008474108 77,243 2,283,275 SH   SOLE   2,283,275 0 0
AGRIUM INC COM 008916108 43,588 364,452 SH   SOLE   364,452 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 899 181,988 SH   SOLE   181,988 0 0
ALBEMARLE CORP COM 012653101 9,136 207,165 SH   SOLE   207,165 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,112 19,900 SH   SOLE   19,900 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,098 425,600 SH   SOLE   425,600 0 0
ALIGN TECHNOLOGY INC COM 016255101 12,327 217,180 SH   SOLE   217,180 0 0
ALLEGHANY CORP DEL COM 017175100 2,949 6,300 SH   SOLE   6,300 0 0
ALLEGIANT TRAVEL CO COM 01748X102 6,646 30,732 SH   SOLE   30,732 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 17,599 659,400 SH   SOLE   659,400 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 10,799 870,900 SH   SOLE   870,900 0 0
ALTERA CORP COM 021441100 9,009 179,900 SH   SOLE   179,900 0 0
AMAZON COM INC COM 023135106 5,836 11,400 SH   SOLE   11,400 0 0
AMAYA INC COM 02314M108 6,228 255,980 SH   SOLE   255,980 0 0
AMEREN CORP COM 023608102 7,411 175,330 SH   SOLE   175,330 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 9,649 516,000 SH   SOLE   516,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 15,303 979,063 SH   SOLE   979,063 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 36,880 2,293,557 SH   SOLE   2,293,557 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 19,915 350,500 SH   SOLE   350,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,778 68,600 SH   SOLE   68,600 0 0
AMERISOURCEBERGEN CORP COM 03073E105 10,199 107,365 SH   SOLE   107,365 0 0
AMGEN INC COM 031162100 29,766 215,200 SH   SOLE   215,200 0 0
AMPHENOL CORP NEW CL A 032095101 6,635 130,200 SH   SOLE   130,200 0 0
AMYRIS INC COM 03236M101 67 33,471 SH   SOLE   33,471 0 0
ANNALY CAP MGMT INC COM 035710409 11,403 1,155,300 SH   SOLE   1,155,300 0 0
ANTHEM INC COM 036752103 27,664 197,600 SH   SOLE   197,600 0 0
APOLLO ED GROUP INC CL A 037604105 29,988 2,711,423 SH   SOLE   2,711,423 0 0
APPLE INC COM 037833100 83,409 756,200 SH   SOLE   756,200 0 0
APPLIED MATLS INC COM 038222105 2,136 145,400 SH   SOLE   145,400 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 10,470 252,600 SH   SOLE   252,600 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 7,325 1,254,286 SH   SOLE   1,254,286 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 4,024 84,300 SH   SOLE   84,300 0 0
ARROW ELECTRS INC COM 042735100 8,812 159,400 SH   SOLE   159,400 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 10,819 133,326 SH   SOLE   133,326 0 0
ASSURANT INC COM 04621X108 15,158 191,850 SH   SOLE   191,850 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 919 26,600 SH   SOLE   26,600 0 0
ATMOS ENERGY CORP COM 049560105 2,539 43,640 SH   SOLE   43,640 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 11,966 148,900 SH   SOLE   148,900 0 0
AUTONATION INC COM 05329W102 2,455 42,200 SH   SOLE   42,200 0 0
AUTOZONE INC COM 053332102 14,911 20,600 SH   SOLE   20,600 0 0
AVON PRODS INC COM 054303102 2,257 694,377 SH   SOLE   694,377 0 0
BCE INC COM NEW 05534B760 121,328 2,221,305 SH   SOLE   2,221,305 0 0
BAIDU INC SPON ADR REP A 056752108 29,549 215,040 SH   SOLE   215,040 0 0
BAKER HUGHES INC COM 057224107 6,454 124,014 SH   SOLE   124,014 0 0
BANK MONTREAL QUE COM 063671101 112,751 1,549,200 SH   SOLE   1,549,200 0 0
BANK NEW YORK MELLON CORP COM 064058100 12,555 320,700 SH   SOLE   320,700 0 0
BANK N S HALIFAX COM 064149107 127,983 2,175,472 SH   SOLE   2,175,472 0 0
BANKUNITED INC COM 06652K103 4,283 119,810 SH   SOLE   119,810 0 0
BARD C R INC COM 067383109 16,041 86,100 SH   SOLE   86,100 0 0
BARRICK GOLD CORP COM 067901108 10,199 1,201,300 SH   SOLE   1,201,300 0 0
BAYTEX ENERGY CORP COM 07317Q105 1,009 236,400 SH   SOLE   236,400 0 0
BED BATH & BEYOND INC COM 075896100 17,733 311,000 SH   SOLE   311,000 0 0
BERKLEY W R CORP COM 084423102 10,486 192,865 SH   SOLE   192,865 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,971 91,800 SH   SOLE   91,800 0 0
BERRY PLASTICS GROUP INC COM 08579W103 10,234 340,355 SH   SOLE   340,355 0 0
BEST BUY INC COM 086516101 5,422 146,075 SH   SOLE   146,075 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 23,802 226,000 SH   SOLE   226,000 0 0
BIOGEN INC COM 09062X103 24,512 84,000 SH   SOLE   84,000 0 0
BIOMED REALTY TRUST INC COM 09063H107 16,595 830,591 SH   SOLE   830,591 0 0
BOB EVANS FARMS INC COM 096761101 29,890 689,500 SH   SOLE   689,500 0 0
BONANZA CREEK ENERGY INC COM 097793103 30,883 7,587,859 SH   SOLE   7,587,859 0 0
BRINKER INTL INC COM 109641100 2,770 52,600 SH   SOLE   52,600 0 0
BROADCOM CORP CL A 111320107 10,137 197,100 SH   SOLE   197,100 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 107,373 2,557,100 SH   SOLE   2,557,100 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,681 526,930 SH   SOLE   526,930 0 0
CAE INC COM 124765108 28,694 2,029,300 SH   SOLE   2,029,300 0 0
CBRE GROUP INC CL A 12504L109 15,917 497,400 SH   SOLE   497,400 0 0
CF INDS HLDGS INC COM 125269100 561 12,500 SH   SOLE   12,500 0 0
CLECO CORP NEW COM 12561W105 15,083 283,300 SH   SOLE   283,300 0 0
CVR ENERGY INC COM 12662P108 800 19,500 SH   SOLE   19,500 0 0
CVS HEALTH CORP COM 126650100 31,269 324,100 SH   SOLE   324,100 0 0
CYS INVTS INC COM 12673A108 700 96,400 SH   SOLE   96,400 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 26,233 807,900 SH   SOLE   807,900 0 0
CABOT OIL & GAS CORP COM 127097103 13,682 625,892 SH   SOLE   625,892 0 0
CALIFORNIA RES CORP COM 13057Q107 56 21,680 SH   SOLE   21,680 0 0
CAMBREX CORP COM 132011107 3,377 85,100 SH   SOLE   85,100 0 0
CAMECO CORP COM 13321L108 41,015 2,520,880 SH   SOLE   2,520,880 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 20,959 341,800 SH   SOLE   341,800 0 0
CAMPBELL SOUP CO COM 134429109 547 10,800 SH   SOLE   10,800 0 0
CDN IMPERIAL BK COMM TORONTO COM 136069101 197,455 2,059,400 SH   SOLE   2,059,400 0 0
CANADIAN NATL RY CO COM 136375102 267,534 3,530,400 SH   SOLE   3,530,400 0 0
CANADIAN NAT RES LTD COM 136385101 99,188 3,816,383 SH   SOLE   3,816,383 0 0
CANADIAN PAC RY LTD COM 13645T100 2,873 15,000 SH   SOLE   15,000 0 0
CAPELLA EDUCATION COMPANY COM 139594105 5,780 116,723 SH   SOLE   116,723 0 0
CAPITAL ONE FINL CORP COM 14040H105 9,986 137,700 SH   SOLE   137,700 0 0
CARE CAP PPTYS INC COM 141624106 1,097 33,300 SH   SOLE   33,300 0 0
CARMAX INC COM 143130102 2,830 47,700 SH   SOLE   47,700 0 0
CATERPILLAR INC DEL COM 149123101 15,373 235,200 SH   SOLE   235,200 0 0
CELANESE CORP DEL COM SER A 150870103 10,696 180,770 SH   SOLE   180,770 0 0
CELESTICA INC SUB VTG SHS 15101Q108 10,321 600,735 SH   SOLE   600,735 0 0
CENTENE CORP DEL COM 15135B101 6,553 120,846 SH   SOLE   120,846 0 0
CENOVUS ENERGY INC COM 15135U109 36,656 1,811,054 SH   SOLE   1,811,054 0 0
CERNER CORP COM 156782104 15,350 256,000 SH   SOLE   256,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 3,763 21,400 SH   SOLE   21,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,216 108,000 SH   SOLE   108,000 0 0
CHILDRENS PL INC COM 168905107 2,898 50,255 SH   SOLE   50,255 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 4,986 83,804 SH   SOLE   83,804 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,385 4,700 SH   SOLE   4,700 0 0
CHUBB CORP COM 171232101 20,614 168,075 SH   SOLE   168,075 0 0
CHURCH & DWIGHT INC COM 171340102 16,579 197,600 SH   SOLE   197,600 0 0
CIENA CORP COM NEW 171779309 12,308 594,030 SH   SOLE   594,030 0 0
CIRRUS LOGIC INC COM 172755100 5,071 160,935 SH   SOLE   160,935 0 0
CISCO SYS INC COM 17275R102 16,535 629,900 SH   SOLE   629,900 0 0
CITIGROUP INC COM NEW 172967424 19,358 390,200 SH   SOLE   390,200 0 0
CITRIX SYS INC COM 177376100 7,060 101,900 SH   SOLE   101,900 0 0
CITY NATL CORP COM 178566105 14,720 167,160 SH   SOLE   167,160 0 0
CLOROX CO DEL COM 189054109 2,056 17,800 SH   SOLE   17,800 0 0
COACH INC COM 189754104 5,477 189,330 SH   SOLE   189,330 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 9,590 176,938 SH   SOLE   176,938 0 0
COMCAST CORP NEW CL A 20030N101 19,191 337,400 SH   SOLE   337,400 0 0
COMMSCOPE HLDG CO INC COM 20337X109 6,480 215,780 SH   SOLE   215,780 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 14,111 329,924 SH   SOLE   329,924 0 0
COMPUTER SCIENCES CORP COM 205363104 3,578 58,300 SH   SOLE   58,300 0 0
CON-WAY INC COM 205944101 3,473 73,200 SH   SOLE   73,200 0 0
CONCORDIA HEALTHCARE CORP COM 206519100 30,013 527,100 SH   SOLE   527,100 0 0
CONOCOPHILLIPS COM 20825C104 3,818 79,600 SH   SOLE   79,600 0 0
CONSOL ENERGY INC COM 20854P109 5,229 533,596 SH   SOLE   533,596 0 0
CONSOLIDATED EDISON INC COM 209115104 16,893 252,700 SH   SOLE   252,700 0 0
CORELOGIC INC COM 21871D103 6,594 177,125 SH   SOLE   177,125 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,265 29,500 SH   SOLE   29,500 0 0
COSTAR GROUP INC COM 22160N109 12,328 71,237 SH   SOLE   71,237 0 0
COTT CORP QUE COM 22163N106 8,794 609,870 SH   SOLE   609,870 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 1,620 11,000 SH   SOLE   11,000 0 0
CRESCENT PT ENERGY CORP COM 22576C101 13,171 862,556 SH   SOLE   862,556 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,711 21,700 SH   SOLE   21,700 0 0
CROWN HOLDINGS INC COM 228368106 8,059 176,160 SH   SOLE   176,160 0 0
CYTEC INDS INC COM 232820100 12,340 167,100 SH   SOLE   167,100 0 0
DTE ENERGY CO COM 233331107 4,937 61,425 SH   SOLE   61,425 0 0
DANAHER CORP DEL COM 235851102 3,247 38,100 SH   SOLE   38,100 0 0
DEALERTRACK TECHNOLOGIES INC COM 242309102 8,053 127,500 SH   SOLE   127,500 0 0
DELUXE CORP COM 248019101 886 15,900 SH   SOLE   15,900 0 0
DENTSPLY INTL INC NEW COM 249030107 8,935 176,685 SH   SOLE   176,685 0 0
DESCARTES SYS GROUP INC COM 249906108 19,301 816,439 SH   SOLE   816,439 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,492 67,200 SH   SOLE   67,200 0 0
DISCOVER FINL SVCS COM 254709108 8,880 170,800 SH   SOLE   170,800 0 0
DOMINION DIAMOND CORP COM 257287102 12,526 878,400 SH   SOLE   878,400 0 0
DOMINION RES INC VA NEW COM 25746U109 9,724 138,167 SH   SOLE   138,167 0 0
DONNELLEY R R & SONS CO COM 257867101 1,508 103,600 SH   SOLE   103,600 0 0
DOW CHEM CO COM 260543103 29,858 704,200 SH   SOLE   704,200 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 4,490 56,800 SH   SOLE   56,800 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 7,818 108,672 SH   SOLE   108,672 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 10,924 422,100 SH   SOLE   422,100 0 0
DYNEGY INC NEW DEL COM 26817R108 10,285 497,560 SH   SOLE   497,560 0 0
EOG RES INC COM 26875P101 1,951 26,800 SH   SOLE   26,800 0 0
EQT CORP COM 26884L109 5,213 80,481 SH   SOLE   80,481 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 19,530 741,735 SH   SOLE   741,735 0 0
EBAY INC COM 278642103 4,829 197,600 SH   SOLE   197,600 0 0
ECOLAB INC COM 278865100 8,811 80,300 SH   SOLE   80,300 0 0
EDGEWELL PERS CARE CO COM 28035Q102 2,342 28,700 SH   SOLE   28,700 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,609 32,416 SH   SOLE   32,416 0 0
ELDORADO GOLD CORP NEW COM 284902103 4,821 1,126,400 SH   SOLE   1,126,400 0 0
ELECTRONIC ARTS INC COM 285512109 14,857 219,290 SH   SOLE   219,290 0 0
EMERSON ELEC CO COM 291011104 1,550 35,100 SH   SOLE   35,100 0 0
ENCANA CORP COM 292505104 29,549 3,439,900 SH   SOLE   3,439,900 0 0
ENBRIDGE INC COM 29250N105 72,814 1,469,500 SH   SOLE   1,469,500 0 0
ENERGEN CORP COM 29265N108 11,366 227,955 SH   SOLE   227,955 0 0
ENERPLUS CORP COM 292766102 4,327 665,700 SH   SOLE   665,700 0 0
ENTERGY CORP NEW COM 29364G103 13,788 211,800 SH   SOLE   211,800 0 0
EXELON CORP COM 30161N101 13,116 441,600 SH   SOLE   441,600 0 0
EXPEDIA INC DEL COM NEW 30212P303 8,626 73,300 SH   SOLE   73,300 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,950 62,700 SH   SOLE   62,700 0 0
EXXON MOBIL CORP COM 30231G102 1,123 15,100 SH   SOLE   15,100 0 0
F M C CORP COM NEW 302491303 2,448 72,200 SH   SOLE   72,200 0 0
FMC TECHNOLOGIES INC COM 30249U101 7,396 238,579 SH   SOLE   238,579 0 0
FACEBOOK INC CL A 30303M102 51,288 570,500 SH   SOLE   570,500 0 0
FASTENAL CO COM 311900104 6,224 170,000 SH   SOLE   170,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 12,485 91,500 SH   SOLE   91,500 0 0
FIRST AMERN FINL CORP COM 31847R102 3,835 98,150 SH   SOLE   98,150 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 14,156 225,520 SH   SOLE   225,520 0 0
FIRSTSERVICE CORP NEW SUB VTG SH 33767E103 10,905 252,838 SH   SOLE   252,838 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,298 16,700 SH   SOLE   16,700 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 12,200 136,700 SH   SOLE   136,700 0 0
FOOT LOCKER INC COM 344849104 3,309 45,980 SH   SOLE   45,980 0 0
FORTINET INC COM 34959E109 11,352 267,240 SH   SOLE   267,240 0 0
FRANCO NEVADA CORP COM 351858105 20,198 343,447 SH   SOLE   343,447 0 0
FRANKLIN RES INC COM 354613101 5,198 139,500 SH   SOLE   139,500 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 939 31,600 SH   SOLE   31,600 0 0
GAMESTOP CORP NEW CL A 36467W109 3,602 87,400 SH   SOLE   87,400 0 0
GARTNER INC COM 366651107 1,217 14,500 SH   SOLE   14,500 0 0
GENERAL MLS INC COM 370334104 16,794 299,200 SH   SOLE   299,200 0 0
GENERAL MTRS CO COM 37045V100 6,809 226,800 SH   SOLE   226,800 0 0
GENESEE & WYO INC CL A 371559105 9,907 167,685 SH   SOLE   167,685 0 0
GILEAD SCIENCES INC COM 375558103 35,987 366,500 SH   SOLE   366,500 0 0
GILDAN ACTIVEWEAR INC COM 375916103 27,600 685,200 SH   SOLE   685,200 0 0
GLOBUS MED INC CL A 379577208 10,182 492,847 SH   SOLE   492,847 0 0
GOLDCORP INC NEW COM 380956409 24,787 1,481,600 SH   SOLE   1,481,600 0 0
GRAN TIERRA ENERGY INC COM 38500T101 875 305,900 SH   SOLE   305,900 0 0
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 282 7,500 SH   SOLE   7,500 0 0
GRAY TELEVISION INC COM 389375106 5,455 427,508 SH   SOLE   427,508 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 3,818 44,840 SH   SOLE   44,840 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 105,350 2,178,900 SH   SOLE   2,178,900 0 0
HCA HOLDINGS INC COM 40412C101 2,963 38,300 SH   SOLE   38,300 0 0
HCC INS HLDGS INC COM 404132102 14,409 186,000 SH   SOLE   186,000 0 0
HALLIBURTON CO COM 406216101 4,422 125,100 SH   SOLE   125,100 0 0
HARMAN INTL INDS INC COM 413086109 6,769 70,517 SH   SOLE   70,517 0 0
HARRIS CORP DEL COM 413875105 9,492 129,760 SH   SOLE   129,760 0 0
HEALTH NET INC COM 42222G108 3,360 55,800 SH   SOLE   55,800 0 0
HERSHEY CO COM 427866108 13,819 150,400 SH   SOLE   150,400 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 4,477 267,600 SH   SOLE   267,600 0 0
HEWLETT PACKARD CO COM 428236103 945 36,900 SH   SOLE   36,900 0 0
HOLOGIC INC COM 436440101 5,339 136,440 SH   SOLE   136,440 0 0
HOME PROPERTIES INC COM 437306103 11,242 150,400 SH   SOLE   150,400 0 0
HORMEL FOODS CORP COM 440452100 18,290 288,900 SH   SOLE   288,900 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 1,010 39,500 SH   SOLE   39,500 0 0
HUDBAY MINERALS INC COM 443628102 4,342 880,760 SH   SOLE   880,760 0 0
HUMANA INC COM 444859102 4,797 26,800 SH   SOLE   26,800 0 0
HUNTINGTON BANCSHARES INC COM 446150104 9,737 918,625 SH   SOLE   918,625 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,757 16,400 SH   SOLE   16,400 0 0
HUNTINGTON BANCSHARES INC COM 446150104 9,737 918,625 SH   SOLE   918,625 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,757 16,400 SH   SOLE   16,400 0 0
HUNTSMAN CORP COM 447011107 5,258 542,580 SH   SOLE   542,580 0 0
ITT CORP NEW COM NEW 450911201 14,220 425,376 SH   SOLE   425,376 0 0
IAMGOLD CORP COM 450913108 3,050 1,399,200 SH   SOLE   1,399,200 0 0
IHS INC CL A 451734107 12,261 105,694 SH   SOLE   105,694 0 0
ILLUMINA INC COM 452327109 13,556 77,100 SH   SOLE   77,100 0 0
IMPERIAL OIL LTD COM NEW 453038408 28,958 684,900 SH   SOLE   684,900 0 0
INFOSYS LTD SPONSORED ADR 456788108 21,227 1,111,960 SH   SOLE   1,111,960 0 0
INGRAM MICRO INC CL A 457153104 9,442 346,621 SH   SOLE   346,621 0 0
INGREDION INC COM 457187102 3,650 41,800 SH   SOLE   41,800 0 0
INSIGHT ENTERPRISES INC COM 45765U103 5,273 204,000 SH   SOLE   204,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 8,142 401,100 SH   SOLE   401,100 0 0
INTEGRATED SILICON SOLUTION COM 45812P107 1,563 72,750 SH   SOLE   72,750 0 0
INTEL CORP COM 458140100 27,168 901,380 SH   SOLE   901,380 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 32,589 224,800 SH   SOLE   224,800 0 0
INTERPUBLIC GROUP COS INC COM 460690100 2,898 151,500 SH   SOLE   151,500 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 1,246 9,300 SH   SOLE   9,300 0 0
JPMORGAN CHASE & CO COM 46625H100 43,722 717,100 SH   SOLE   717,100 0 0
JACK IN THE BOX INC COM 466367109 14,834 192,550 SH   SOLE   192,550 0 0
JARDEN CORP COM 471109108 16,358 334,652 SH   SOLE   334,652 0 0
JETBLUE AIRWAYS CORP COM 477143101 5,390 209,145 SH   SOLE   209,145 0 0
JOHNSON & JOHNSON COM 478160104 52,695 564,488 SH   SOLE   564,488 0 0
JOHNSON CTLS INC COM 478366107 7,242 175,100 SH   SOLE   175,100 0 0
JONES LANG LASALLE INC COM 48020Q107 9,424 65,546 SH   SOLE   65,546 0 0
JUNIPER NETWORKS INC COM 48203R104 5,862 228,000 SH   SOLE   228,000 0 0
JUST ENERGY GROUP INC COM 48213W101 494 60,100 SH   SOLE   60,100 0 0
KAR AUCTION SVCS INC COM 48238T109 14,782 416,395 SH   SOLE   416,395 0 0
KBR INC COM 48242W106 15,993 959,965 SH   SOLE   959,965 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 17,540 193,000 SH   SOLE   193,000 0 0
KELLOGG CO COM 487836108 952 14,300 SH   SOLE   14,300 0 0
KIMBERLY CLARK CORP COM 494368103 29,822 273,500 SH   SOLE   273,500 0 0
KINDRED HEALTHCARE INC COM 494580103 5,179 328,850 SH   SOLE   328,850 0 0
KINROSS GOLD CORP COM NO PAR 496902404 5,358 2,309,533 SH   SOLE   2,309,533 0 0
KNOLL INC COM NEW 498904200 11,291 513,677 SH   SOLE   513,677 0 0
KORN FERRY INTL COM NEW 500643200 7,118 215,250 SH   SOLE   215,250 0 0
KRAFT HEINZ CO COM 500754106 2,569 36,400 SH   SOLE   36,400 0 0
KROGER CO COM 501044101 5,266 146,000 SH   SOLE   146,000 0 0
KYTHERA BIOPHARMACEUTICALS I COM 501570105 8,503 113,400 SH   SOLE   113,400 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 7,435 68,545 SH   SOLE   68,545 0 0
LADDER CAP CORP CL A 505743104 159,436 11,133,793 SH   SOLE   11,133,793 0 0
LAM RESEARCH CORP COM 512807108 7,206 110,300 SH   SOLE   110,300 0 0
LAS VEGAS SANDS CORP COM 517834107 14,467 381,000 SH   SOLE   381,000 0 0
LENNAR CORP CL B 526057302 1,268 32,020 SH   SOLE   32,020 0 0
LENNOX INTL INC COM 526107107 13,251 116,920 SH   SOLE   116,920 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 13,722 314,085 SH   SOLE   314,085 0 0
LEXMARK INTL NEW CL A 529771107 5,286 182,397 SH   SOLE   182,397 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 2,455 93,600 SH   SOLE   93,600 0 0
LIBERTY PPTY TR SH BEN INT 531172104 15,840 502,701 SH   SOLE   502,701 0 0
LINKEDIN CORP COM CL A 53578A108 21,295 112,000 SH   SOLE   112,000 0 0
MFA FINL INC COM 55272X102 731 107,400 SH   SOLE   107,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101 14,226 771,050 SH   SOLE   771,050 0 0
MSC INDL DIRECT INC CL A 553530106 4,541 74,400 SH   SOLE   74,400 0 0
MAGNA INTL INC COM 559222401 135,164 2,111,600 SH   SOLE   2,111,600 0 0
MANULIFE FINL CORP COM 56501R106 105,361 5,104,700 SH   SOLE   5,104,700 0 0
MARATHON PETE CORP COM 56585A102 23,693 511,400 SH   SOLE   511,400 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 886 13,000 SH   SOLE   13,000 0 0
MASTERCARD INC CL A 57636Q104 14,302 158,700 SH   SOLE   158,700 0 0
MCCORMICK & CO INC COM NON VTG 579780206 16,411 199,700 SH   SOLE   199,700 0 0
MCDONALDS CORP COM 580135101 10,415 105,700 SH   SOLE   105,700 0 0
MCGRAW HILL FINL INC COM 580645109 5,839 67,500 SH   SOLE   67,500 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 15,642 371,460 SH   SOLE   371,460 0 0
MEDIVATION INC COM 58501N101 11,289 265,630 SH   SOLE   265,630 0 0
MERCADOLIBRE INC COM 58733R102 8,833 97,000 SH   SOLE   97,000 0 0
MERCK & CO INC NEW COM 58933Y105 23,727 480,400 SH   SOLE   480,400 0 0
MERGE HEALTHCARE INC COM 589499102 3,550 500,000 SH   SOLE   500,000 0 0
MERRIMACK PHARMACEUTICALS IN COM 590328100 6,553 770,080 SH   SOLE   770,080 0 0
MERUS LABS INTL INC NEW COM 59047R101 1,531 890,281 SH   SOLE   890,281 0 0
METHANEX CORP COM 59151K108 25,979 587,500 SH   SOLE   587,500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 14,064 49,391 SH   SOLE   49,391 0 0
MICROSOFT CORP COM 594918104 87,428 1,975,320 SH   SOLE   1,975,320 0 0
MICRON TECHNOLOGY INC COM 595112103 3,889 259,600 SH   SOLE   259,600 0 0
MIDDLEBY CORP COM 596278101 11,848 112,636 SH   SOLE   112,636 0 0
MILACRON HLDGS CORP COM 59870L106 133,661 7,972,499 SH   SOLE   7,972,499 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 840 116,400 SH   SOLE   116,400 0 0
MOHAWK INDS INC COM 608190104 5,090 28,000 SH   SOLE   28,000 0 0
MOLINA HEALTHCARE INC COM 60855R100 3,360 48,800 SH   SOLE   48,800 0 0
MONSANTO CO NEW COM 61166W101 24,330 285,100 SH   SOLE   285,100 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 14,503 212,098 SH   SOLE   212,098 0 0
NRG ENERGY INC COM NEW 629377508 4,063 273,620 SH   SOLE   273,620 0 0
NATIONAL CINEMEDIA INC COM 635309107 3,499 260,700 SH   SOLE   260,700 0 0
NATIONAL PENN BANCSHARES INC COM 637138108 4,700 400,000 SH   SOLE   400,000 0 0
NETAPP INC COM 64110D104 5,713 193,000 SH   SOLE   193,000 0 0
NETEASE INC SPONSORED ADR 64110W102 16,632 138,458 SH   SOLE   138,458 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 6,287 158,007 SH   SOLE   158,007 0 0
NEUSTAR INC CL A 64126X201 4,019 147,700 SH   SOLE   147,700 0 0
NEVSUN RES LTD COM 64156L101 2,291 585,900 SH   SOLE   585,900 0 0
NEW GOLD INC CDA COM 644535106 1,246 413,800 SH   SOLE   413,800 0 0
NEWFIELD EXPL CO COM 651290108 14,190 431,300 SH   SOLE   431,300 0 0
NEWMONT MINING CORP COM 651639106 590 36,700 SH   SOLE   36,700 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 10,845 229,048 SH   SOLE   229,048 0 0
NIKE INC CL B 654106103 24,225 197,000 SH   SOLE   197,000 0 0
NORDSTROM INC COM 655664100 488 6,800 SH   SOLE   6,800 0 0
NOVAGOLD RES INC COM NEW 66987E206 448 92,700 SH   SOLE   92,700 0 0
NUCOR CORP COM 670346105 2,700 71,900 SH   SOLE   71,900 0 0
OM GROUP INC COM 670872100 5,920 180,000 SH   SOLE   180,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 33,500 134,000 SH   SOLE   134,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 3,268 49,400 SH   SOLE   49,400 0 0
OFFICE DEPOT INC COM 676220106 4,293 668,668 SH   SOLE   668,668 0 0
OMNICOM GROUP INC COM 681919106 19,506 296,000 SH   SOLE   296,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 11,242 1,196,003 SH   SOLE   1,196,003 0 0
OPEN TEXT CORP COM 683715106 21,902 366,500 SH   SOLE   366,500 0 0
ORACLE CORP COM 68389X105 22,629 626,500 SH   SOLE   626,500 0 0
OUTERWALL INC COM 690070107 1,099 19,300 SH   SOLE   19,300 0 0
PBF ENERGY INC CL A 69318G106 3,784 134,053 SH   SOLE   134,053 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,490 16,700 SH   SOLE   16,700 0 0
PVH CORP COM 693656100 11,200 109,870 SH   SOLE   109,870 0 0
PTC THERAPEUTICS INC COM 69366J200 2,996 112,202 SH   SOLE   112,202 0 0
PACCAR INC COM 693718108 22,386 429,100 SH   SOLE   429,100 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 8,522 207,355 SH   SOLE   207,355 0 0
PACWEST BANCORP DEL COM 695263103 1,725 40,300 SH   SOLE   40,300 0 0
PALO ALTO NETWORKS INC COM 697435105 23,980 139,420 SH   SOLE   139,420 0 0
PAN AMERICAN SILVER CORP COM 697900108 1,651 194,700 SH   SOLE   194,700 0 0
PANDORA MEDIA INC COM 698354107 6,567 307,745 SH   SOLE   307,745 0 0
PATTERSON COMPANIES INC COM 703395103 5,856 135,400 SH   SOLE   135,400 0 0
PAYCHEX INC COM 704326107 12,570 263,900 SH   SOLE   263,900 0 0
PEMBINA PIPELINE CORP COM 706327103 55,157 1,717,761 SH   SOLE   1,717,761 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 12,727 809,100 SH   SOLE   809,100 0 0
PEPCO HOLDINGS INC COM 713291102 1,373 56,700 SH   SOLE   56,700 0 0
PEPSICO INC COM 713448108 31,916 338,452 SH   SOLE   338,452 0 0
PHYSICIANS RLTY TR COM 71943U104 6,977 462,380 SH   SOLE   462,380 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 5,798 279,030 SH   SOLE   279,030 0 0
PINNACLE FOODS INC DEL COM 72348P104 4,149 99,060 SH   SOLE   99,060 0 0
POLYONE CORP COM 73179P106 6,504 221,667 SH   SOLE   221,667 0 0
POPULAR INC COM NEW 733174700 2,065 68,300 SH   SOLE   68,300 0 0
POTASH CORP SASK INC COM 73755L107 50,468 1,839,900 SH   SOLE   1,839,900 0 0
PRAXAIR INC COM 74005P104 9,116 89,500 SH   SOLE   89,500 0 0
PRECISION CASTPARTS CORP COM 740189105 29,219 127,200 SH   SOLE   127,200 0 0
PRECISION DRILLING CORP COM 2010 74022D308 12,063 3,015,608 SH   SOLE   3,015,608 0 0
PRETIUM RES INC COM 74139C102 549 68,000 SH   SOLE   68,000 0 0
PRICELINE GRP INC COM NEW 741503403 23,006 18,600 SH   SOLE   18,600 0 0
PROCTER & GAMBLE CO COM 742718109 19,330 268,700 SH   SOLE   268,700 0 0
PROGRESSIVE WASTE SOLUTIONS COM 74339G101 3,677 104,200 SH   SOLE   104,200 0 0
PRUDENTIAL FINL INC COM 744320102 25,668 336,800 SH   SOLE   336,800 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 21,131 501,200 SH   SOLE   501,200 0 0
PUBLIC STORAGE COM 74460D109 2,751 13,000 SH   SOLE   13,000 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 1,936 25,685 SH   SOLE   25,685 0 0
QLIK TECHNOLOGIES INC COM 74733T105 9,555 262,136 SH   SOLE   262,136 0 0
QORVO INC COM 74736K101 3,390 75,245 SH   SOLE   75,245 0 0
QUALCOMM INC COM 747525103 8,436 157,000 SH   SOLE   157,000 0 0
RPM INTL INC COM 749685103 13,605 324,779 SH   SOLE   324,779 0 0
RPX CORP COM 74972G103 280 20,400 SH   SOLE   20,400 0 0
RSP PERMIAN INC COM 74978Q105 2,050 101,220 SH   SOLE   101,220 0 0
RALPH LAUREN CORP CL A 751212101 5,398 45,680 SH   SOLE   45,680 0 0
RANGE RES CORP COM 75281A109 1,844 57,400 SH   SOLE   57,400 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 12,483 251,530 SH   SOLE   251,530 0 0
REGAL ENTMT GROUP CL A 758766109 1,112 59,500 SH   SOLE   59,500 0 0
REGENERON PHARMACEUTICALS COM 75886F107 34,886 75,000 SH   SOLE   75,000 0 0
REMY INTL INC NEW COM 75971M108 5,850 200,000 SH   SOLE   200,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 13,250 142,000 SH   SOLE   142,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 6,742 140,350 SH   SOLE   140,350 0 0
REX AMERICAN RESOURCES CORP COM 761624105 881 17,400 SH   SOLE   17,400 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 17,336 502,500 SH   SOLE   502,500 0 0
ROBERT HALF INTL INC COM 770323103 7,530 147,190 SH   SOLE   147,190 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 82,937 1,803,755 SH   SOLE   1,803,755 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,457 9,300 SH   SOLE   9,300 0 0
ROSS STORES INC COM 778296103 2,588 53,400 SH   SOLE   53,400 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 221,827 3,006,187 SH   SOLE   3,006,187 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 10,517 221,500 SH   SOLE   221,500 0 0
RUBICON MINERALS CORP COM 780911103 2,724 2,837,535 SH   SOLE   2,837,535 0 0
RYDER SYS INC COM 783549108 9,951 134,405 SH   SOLE   134,405 0 0
SBA COMMUNICATIONS CORP COM 78388J106 4,588 43,800 SH   SOLE   43,800 0 0
SL GREEN RLTY CORP COM 78440X101 10,039 92,820 SH   SOLE   92,820 0 0
SPX FLOW INC COM 78469X107 534 15,500 SH   SOLE   15,500 0 0
SABRE CORP COM 78573M104 10,985 404,170 SH   SOLE   404,170 0 0
SANDERSON FARMS INC COM 800013104 946 13,800 SH   SOLE   13,800 0 0
SANDISK CORP COM 80004C101 4,225 77,760 SH   SOLE   77,760 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 6,625 324,450 SH   SOLE   324,450 0 0
SCHEIN HENRY INC COM 806407102 11,786 88,800 SH   SOLE   88,800 0 0
SCHLUMBERGER LTD COM 806857108 16,669 241,686 SH   SOLE   241,686 0 0
SCHWAB CHARLES CORP NEW COM 808513105 29,645 1,038,000 SH   SOLE   1,038,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 2,902 59,000 SH   SOLE   59,000 0 0
SERVICE CORP INTL COM 817565104 10,899 402,195 SH   SOLE   402,195 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 13,380 398,800 SH   SOLE   398,800 0 0
SERVICENOW INC COM 81762P102 14,100 203,030 SH   SOLE   203,030 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 54,703 2,117,000 SH   SOLE   2,117,000 0 0
SHERWIN WILLIAMS CO COM 824348106 3,965 17,800 SH   SOLE   17,800 0 0
SIERRA WIRELESS INC COM 826516106 6,059 214,247 SH   SOLE   214,247 0 0
SIGMA ALDRICH CORP COM 826552101 29,646 213,400 SH   SOLE   213,400 0 0
SILVER STD RES INC COM 82823L106 1,050 120,700 SH   SOLE   120,700 0 0
SILVER WHEATON CORP COM 828336107 16,853 1,050,675 SH   SOLE   1,050,675 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 9,856 117,040 SH   SOLE   117,040 0 0
SMUCKER J M CO COM NEW 832696405 3,970 34,800 SH   SOLE   34,800 0 0
SNAP ON INC COM 833034101 13,167 87,235 SH   SOLE   87,235 0 0
SOLERA HOLDINGS INC COM 83421A104 8,436 156,222 SH   SOLE   156,222 0 0
SONIC CORP COM 835451105 7,061 307,650 SH   SOLE   307,650 0 0
SOUTHERN CO COM 842587107 18,296 409,300 SH   SOLE   409,300 0 0
SPECTRA ENERGY CORP COM 847560109 7,566 288,000 SH   SOLE   288,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 6,926 143,280 SH   SOLE   143,280 0 0
SPLUNK INC COM 848637104 6,696 120,980 SH   SOLE   120,980 0 0
STANCORP FINL GROUP INC COM 852891100 6,932 60,700 SH   SOLE   60,700 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,041 62,295 SH   SOLE   62,295 0 0
STANTEC INC COM 85472N109 41,932 1,437,002 SH   SOLE   1,437,002 0 0
STARBUCKS CORP COM 855244109 9,293 163,500 SH   SOLE   163,500 0 0
STARWOOD PPTY TR INC COM 85571B105 9,816 478,339 SH   SOLE   478,339 0 0
STERICYCLE INC COM 858912108 17,400 124,900 SH   SOLE   124,900 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 12,156 881,526 SH   SOLE   881,526 0 0
SUN LIFE FINL INC COM 866796105 181,289 4,212,100 SH   SOLE   4,212,100 0 0
SUNCOR ENERGY INC NEW COM 867224107 167,534 4,694,131 SH   SOLE   4,694,131 0 0
SUNEDISON INC COM 86732Y109 1,073 149,400 SH   SOLE   149,400 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 9,249 699,106 SH   SOLE   699,106 0 0
SYMETRA FINL CORP COM 87151Q106 5,683 179,600 SH   SOLE   179,600 0 0
SYNOPSYS INC COM 871607107 9,628 208,498 SH   SOLE   208,498 0 0
SYNCHRONY FINL COM 87165B103 354 11,300 SH   SOLE   11,300 0 0
SYSCO CORP COM 871829107 522 13,400 SH   SOLE   13,400 0 0
TFS FINL CORP COM 87240R107 4,344 251,800 SH   SOLE   251,800 0 0
TJX COS INC NEW COM 872540109 12,456 174,400 SH   SOLE   174,400 0 0
TAHOE RES INC COM 873868103 7,920 768,186 SH   SOLE   768,186 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 29,405 1,417,100 SH   SOLE   1,417,100 0 0
TARGET CORP COM 87612E106 21,545 273,900 SH   SOLE   273,900 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,376 105,600 SH   SOLE   105,600 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 10,103 186,980 SH   SOLE   186,980 0 0
TECK RESOURCES LTD CL B 878742204 23,140 3,632,617 SH   SOLE   3,632,617 0 0
TEGNA INC COM 87901J105 6,413 286,440 SH   SOLE   286,440 0 0
TELUS CORP COM 87971M103 162,868 3,873,200 SH   SOLE   3,873,200 0 0
TEMPUR SEALY INTL INC COM 88023U101 14,707 205,900 SH   SOLE   205,900 0 0
TESORO CORP COM 881609101 21,445 220,535 SH   SOLE   220,535 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,253 26,600 SH   SOLE   26,600 0 0
THOMSON REUTERS CORP COM 884903105 104,416 1,946,600 SH   SOLE   1,946,600 0 0
THORATEC CORP COM NEW 885175307 5,681 89,800 SH   SOLE   89,800 0 0
3M CO COM 88579Y101 22,754 160,500 SH   SOLE   160,500 0 0
TIME WARNER INC COM NEW 887317303 3,623 52,700 SH   SOLE   52,700 0 0
TIME WARNER CABLE INC COM 88732J207 21,650 120,700 SH   SOLE   120,700 0 0
TIMKEN CO COM 887389104 8,802 320,200 SH   SOLE   320,200 0 0
TIMKENSTEEL CORP COM 887399103 11,841 1,170,100 SH   SOLE   1,170,100 0 0
TOPBUILD CORP COM 89055F103 1,433 46,270 SH   SOLE   46,270 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 142,621 2,711,418 SH   SOLE   2,711,418 0 0
TOWER INTL INC COM 891826109 3,910 164,575 SH   SOLE   164,575 0 0
TOTAL SYS SVCS INC COM 891906109 12,493 274,990 SH   SOLE   274,990 0 0
TRANSALTA CORP COM 89346D107 951 153,400 SH   SOLE   153,400 0 0
TRANSCANADA CORP COM 89353D107 185,098 4,386,200 SH   SOLE   4,386,200 0 0
TRANSDIGM GROUP INC COM 893641100 9,980 46,984 SH   SOLE   46,984 0 0
TRAVELERS COMPANIES INC COM 89417E109 27,709 278,400 SH   SOLE   278,400 0 0
TRINITY INDS INC COM 896522109 8,989 396,520 SH   SOLE   396,520 0 0
TURQUOISE HILL RES LTD COM 900435108 11,135 3,265,398 SH   SOLE   3,265,398 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 6,367 236,000 SH   SOLE   236,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 2,536 93,700 SH   SOLE   93,700 0 0
USANA HEALTH SCIENCES INC COM 90328M107 710 5,300 SH   SOLE   5,300 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 17,946 109,860 SH   SOLE   109,860 0 0
UNDER ARMOUR INC CL A 904311107 7,549 78,000 SH   SOLE   78,000 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 11,864 580,420 SH   SOLE   580,420 0 0
UNITED CONTL HLDGS INC COM 910047109 18,737 353,200 SH   SOLE   353,200 0 0
UNITED PARCEL SERVICE INC CL B 911312106 16,304 165,200 SH   SOLE   165,200 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,536 28,500 SH   SOLE   28,500 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 16,249 123,810 SH   SOLE   123,810 0 0
UNITEDHEALTH GROUP INC COM 91324P102 44,235 381,300 SH   SOLE   381,300 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 3,563 28,545 SH   SOLE   28,545 0 0
VCA INC COM 918194101 8,218 156,086 SH   SOLE   156,086 0 0
VAIL RESORTS INC COM 91879Q109 11,123 106,256 SH   SOLE   106,256 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 232,748 992,678 SH   SOLE   992,678 0 0
VALERO ENERGY CORP NEW COM 91913Y100 26,041 433,300 SH   SOLE   433,300 0 0
VARIAN MED SYS INC COM 92220P105 6,013 81,500 SH   SOLE   81,500 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 363 70,017 SH   SOLE   70,017 0 0
VENTAS INC COM 92276F100 1,088 19,400 SH   SOLE   19,400 0 0
VERIFONE SYS INC COM 92342Y109 9,023 325,380 SH   SOLE   325,380 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 38,968 895,600 SH   SOLE   895,600 0 0
VERMILION ENERGY INC COM 923725105 10,378 241,517 SH   SOLE   241,517 0 0
VISA INC COM CL A 92826C839 57,644 827,500 SH   SOLE   827,500 0 0
VOYA FINL INC COM 929089100 31,154 803,552 SH   SOLE   803,552 0 0
WABCO HLDGS INC COM 92927K102 10,050 95,865 SH   SOLE   95,865 0 0
WEC ENERGY GROUP INC COM 92939U106 6,747 129,200 SH   SOLE   129,200 0 0
WABASH NATL CORP COM 929566107 689 65,100 SH   SOLE   65,100 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 9,299 111,900 SH   SOLE   111,900 0 0
WALKER & DUNLOP INC COM 93148P102 827 31,695 SH   SOLE   31,695 0 0
WASHINGTON FED INC COM 938824109 4,541 199,585 SH   SOLE   199,585 0 0
WASTE MGMT INC DEL COM 94106L109 5,494 110,300 SH   SOLE   110,300 0 0
WATERS CORP COM 941848103 3,766 31,860 SH   SOLE   31,860 0 0
WEBSTER FINL CORP CONN COM 947890109 19,395 544,345 SH   SOLE   544,345 0 0
WELLS FARGO & CO NEW COM 949746101 44,777 872,000 SH   SOLE   872,000 0 0
WERNER ENTERPRISES INC COM 950755108 7,539 300,351 SH   SOLE   300,351 0 0
WESCO INTL INC COM 95082P105 5,600 120,500 SH   SOLE   120,500 0 0
WESTERN REFNG INC COM 959319104 754 17,100 SH   SOLE   17,100 0 0
WESTERN UN CO COM 959802109 7,546 411,000 SH   SOLE   411,000 0 0
WESTROCK CO COM 96145D105 6,566 127,645 SH   SOLE   127,645 0 0
WHOLE FOODS MKT INC COM 966837106 7,862 248,409 SH   SOLE   248,409 0 0
WILLIAMS COS INC DEL COM 969457100 6,681 181,300 SH   SOLE   181,300 0 0
WILLIAMS SONOMA INC COM 969904101 9,541 124,961 SH   SOLE   124,961 0 0
WORKDAY INC CL A 98138H101 27,957 406,000 SH   SOLE   406,000 0 0
WPX ENERGY INC COM 98212B103 5,224 789,155 SH   SOLE   789,155 0 0
WRIGHT MED GROUP INC COM 98235T107 8,096 385,170 SH   SOLE   385,170 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 4,386 61,000 SH   SOLE   61,000 0 0
XCEL ENERGY INC COM 98389B100 1,211 34,200 SH   SOLE   34,200 0 0
XOOM CORP COM 98419Q101 5,181 208,224 SH   SOLE   208,224 0 0
YAMANA GOLD INC COM 98462Y100 1,426 633,612 SH   SOLE   633,612 0 0