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
THE ADT CORPORATION COM 00101J106 2,743 81,700 SH   SOLE   81,700 0 0
AGL RES INC COM 001204106 866 18,600 SH   SOLE   18,600 0 0
AT&T INC COM 00206R102 12,922 363,800 SH   SOLE   363,800 0 0
ABBOTT LABS COM 002824100 13,605 277,200 SH   SOLE   277,200 0 0
ABBVIE INC COM 00287Y109 12,659 188,400 SH   SOLE   188,400 0 0
ABRAXAS PETE CORP COM 003830106 2,307 781,975 SH   SOLE   781,975 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 2,699 341,700 SH   SOLE   341,700 0 0
ADVENT SOFTWARE INC COM 007974108 8,241 186,400 SH   SOLE   186,400 0 0
AFFILIATED MANAGERS GROUP COM 008252108 8,325 38,085 SH   SOLE   38,085 0 0
AGNICO EAGLE MINES LTD COM 008474108 97,755 2,756,775 SH   SOLE   2,756,775 0 0
AGRIUM INC COM 008916108 47,792 361,052 SH   SOLE   361,052 0 0
ALAMOS GOLD INC COM 011527108 801 113,300 SH   SOLE   113,300 0 0
ALBEMARLE CORP COM 012653101 7,373 133,400 SH   SOLE   133,400 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,593 14,346 SH   SOLE   14,346 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 29,996 364,600 SH   SOLE   364,600 0 0
ALIGN TECHNOLOGY INC COM 016255101 14,585 232,580 SH   SOLE   232,580 0 0
ALLEGHANY CORP DEL COM 017175100 2,953 6,300 SH   SOLE   6,300 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 19,320 660,300 SH   SOLE   660,300 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 11,914 870,900 SH   SOLE   870,900 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 863 7,200 SH   SOLE   7,200 0 0
ALTERA CORP COM 021441100 6,917 135,100 SH   SOLE   135,100 0 0
AMAZON COM INC COM 023135106 1,953 4,500 SH   SOLE   4,500 0 0
AMAYA INC COM 02314M108 10,779 314,980 SH   SOLE   314,980 0 0
AMEREN CORP COM 023608102 8,813 233,885 SH   SOLE   233,885 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 8,059 438,700 SH   SOLE   438,700 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 16,759 973,218 SH   SOLE   973,218 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 36,789 2,293,557 SH   SOLE   2,293,557 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 19,782 320,000 SH   SOLE   320,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,336 68,600 SH   SOLE   68,600 0 0
AMERISOURCEBERGEN CORP COM 03073E105 13,207 124,200 SH   SOLE   124,200 0 0
AMERIPRISE FINL INC COM 03076C106 11,756 94,100 SH   SOLE   94,100 0 0
AMGEN INC COM 031162100 33,038 215,200 SH   SOLE   215,200 0 0
AMPHENOL CORP NEW CL A 032095101 10,475 180,700 SH   SOLE   180,700 0 0
AMYRIS INC COM 03236M101 65 33,471 SH   SOLE   33,471 0 0
ANN INC COM 035623107 4,645 96,200 SH   SOLE   96,200 0 0
ANNALY CAP MGMT INC COM 035710409 9,396 1,022,400 SH   SOLE   1,022,400 0 0
ANTHEM INC COM 036752103 32,434 197,600 SH   SOLE   197,600 0 0
APOLLO ED GROUP INC CL A 037604105 33,281 2,583,914 SH   SOLE   2,583,914 0 0
APPLE INC COM 037833100 104,479 833,000 SH   SOLE   833,000 0 0
APPLIED MATLS INC COM 038222105 7,561 393,400 SH   SOLE   393,400 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 14,080 292,000 SH   SOLE   292,000 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 10,373 1,254,286 SH   SOLE   1,254,286 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 4,060 76,200 SH   SOLE   76,200 0 0
ARROW ELECTRS INC COM 042735100 4,537 81,300 SH   SOLE   81,300 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 9,869 108,906 SH   SOLE   108,906 0 0
ASSOCIATED ESTATES RLTY CORP COM 045604105 5,511 192,500 SH   SOLE   192,500 0 0
ASSURANT INC COM 04621X108 12,854 191,850 SH   SOLE   191,850 0 0
ATMOS ENERGY CORP COM 049560105 12,030 234,600 SH   SOLE   234,600 0 0
AURICO GOLD INC COM 05155C105 872 244,160 SH   SOLE   244,160 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 11,946 148,900 SH   SOLE   148,900 0 0
AUTOZONE INC COM 053332102 28,877 43,300 SH   SOLE   43,300 0 0
AVON PRODS INC COM 054303102 4,347 694,377 SH   SOLE   694,377 0 0
BCE INC COM NEW 05534B760 116,451 2,194,705 SH   SOLE   2,194,705 0 0
BOFI HLDG INC COM 05566U108 7,115 67,305 SH   SOLE   67,305 0 0
BAIDU INC SPON ADR REP A 056752108 36,141 181,540 SH   SOLE   181,540 0 0
BAKER HUGHES INC COM 057224107 13,333 216,100 SH   SOLE   216,100 0 0
BANK MONTREAL QUE COM 063671101 104,902 1,417,400 SH   SOLE   1,417,400 0 0
BANK NEW YORK MELLON CORP COM 064058100 15,029 358,100 SH   SOLE   358,100 0 0
BANK N S HALIFAX COM 064149107 147,512 2,288,072 SH   SOLE   2,288,072 0 0
BANKUNITED INC COM 06652K103 3,688 102,640 SH   SOLE   102,640 0 0
BARD C R INC COM 067383109 14,697 86,100 SH   SOLE   86,100 0 0
BARRICK GOLD CORP COM 067901108 19,375 1,451,300 SH   SOLE   1,451,300 0 0
BAYTEX ENERGY CORP COM 07317Q105 4,593 236,400 SH   SOLE   236,400 0 0
BED BATH & BEYOND INC COM 075896100 15,921 230,800 SH   SOLE   230,800 0 0
BELLATRIX EXPLORATION LTD COM 078314101 1,740 598,100 SH   SOLE   598,100 0 0
BERKLEY W R CORP COM 084423102 10,158 195,600 SH   SOLE   195,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,719 211,000 SH   SOLE   211,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 8,042 248,210 SH   SOLE   248,210 0 0
BEST BUY INC COM 086516101 4,764 146,075 SH   SOLE   146,075 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 30,912 226,000 SH   SOLE   226,000 0 0
BIOGEN INC COM 09062X103 36,678 90,800 SH   SOLE   90,800 0 0
BIOMED REALTY TRUST INC COM 09063H107 15,701 811,816 SH   SOLE   811,816 0 0
BLOOMIN BRANDS INC COM 094235108 6,858 321,205 SH   SOLE   321,205 0 0
BOB EVANS FARMS INC COM 096761101 35,199 689,500 SH   SOLE   689,500 0 0
BONANZA CREEK ENERGY INC COM 097793103 130,891 7,587,859 SH   SOLE   7,587,859 0 0
BROADCOM CORP CL A 111320107 9,191 178,500 SH   SOLE   178,500 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 3,381 284,554 SH   SOLE   284,554 0 0
BROOKDALE SR LIVING INC COM 112463104 12,039 346,945 SH   SOLE   346,945 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 113,490 2,600,600 SH   SOLE   2,600,600 0 0
CAE INC COM 124765108 27,915 1,877,300 SH   SOLE   1,877,300 0 0
CBL & ASSOC PPTYS INC COM 124830100 4,606 284,325 SH   SOLE   284,325 0 0
CBRE GROUP INC CL A 12504L109 19,282 521,135 SH   SOLE   521,135 0 0
CF INDS HLDGS INC COM 125269100 804 12,500 SH   SOLE   12,500 0 0
CLECO CORP NEW COM 12561W105 15,256 283,300 SH   SOLE   283,300 0 0
CVR ENERGY INC COM 12662P108 734 19,500 SH   SOLE   19,500 0 0
CVS HEALTH CORP COM 126650100 33,992 324,100 SH   SOLE   324,100 0 0
CYS INVTS INC COM 12673A108 745 96,400 SH   SOLE   96,400 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 29,247 1,221,700 SH   SOLE   1,221,700 0 0
CABOT OIL & GAS CORP COM 127097103 13,061 414,100 SH   SOLE   414,100 0 0
CALIFORNIA RES CORP COM 13057Q107 131 21,680 SH   SOLE   21,680 0 0
CAMBREX CORP COM 132011107 3,823 87,000 SH   SOLE   87,000 0 0
CAMECO CORP COM 13321L108 44,891 2,512,080 SH   SOLE   2,512,080 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 7,395 141,200 SH   SOLE   141,200 0 0
CAMPBELL SOUP CO COM 134429109 515 10,800 SH   SOLE   10,800 0 0
CDN IMPERIAL BK COMM TORONTO COM 136069101 108,376 1,177,100 SH   SOLE   1,177,100 0 0
CANADIAN NATL RY CO COM 136375102 209,082 2,901,500 SH   SOLE   2,901,500 0 0
CANADIAN NAT RES LTD COM 136385101 113,857 3,358,600 SH   SOLE   3,358,600 0 0
CANADIAN PAC RY LTD COM 13645T100 32,783 163,900 SH   SOLE   163,900 0 0
CAPELLA EDUCATION COMPANY COM 139594105 6,265 116,723 SH   SOLE   116,723 0 0
CAPITAL ONE FINL CORP COM 14040H105 27,033 307,300 SH   SOLE   307,300 0 0
CARMAX INC COM 143130102 3,648 55,100 SH   SOLE   55,100 0 0
CARNIVAL CORP PAIRED CTF 143658300 6,841 138,500 SH   SOLE   138,500 0 0
CATAMARAN CORP COM 148887102 54,349 758,700 SH   SOLE   758,700 0 0
CATERPILLAR INC DEL COM 149123101 28,983 341,700 SH   SOLE   341,700 0 0
CELANESE CORP DEL COM SER A 150870103 7,905 109,970 SH   SOLE   109,970 0 0
CELESTICA INC SUB VTG SHS 15101Q108 6,774 507,199 SH   SOLE   507,199 0 0
CENTENE CORP DEL COM 15135B101 6,840 85,076 SH   SOLE   85,076 0 0
CENOVUS ENERGY INC COM 15135U109 42,975 2,151,954 SH   SOLE   2,151,954 0 0
CENTURYLINK INC COM 156700106 2,882 98,100 SH   SOLE   98,100 0 0
CERNER CORP COM 156782104 17,679 256,000 SH   SOLE   256,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 9,556 55,800 SH   SOLE   55,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208 7,813 112,800 SH   SOLE   112,800 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 5,371 83,804 SH   SOLE   83,804 0 0
CHUBB CORP COM 171232101 10,580 111,200 SH   SOLE   111,200 0 0
CHURCH & DWIGHT INC COM 171340102 16,031 197,600 SH   SOLE   197,600 0 0
CIENA CORP COM NEW 171779309 11,242 474,755 SH   SOLE   474,755 0 0
CISCO SYS INC COM 17275R102 13,063 475,700 SH   SOLE   475,700 0 0
CINTAS CORP COM 172908105 262 3,100 SH   SOLE   3,100 0 0
CITY NATL CORP COM 178566105 11,358 125,660 SH   SOLE   125,660 0 0
CLOROX CO DEL COM 189054109 1,852 17,800 SH   SOLE   17,800 0 0
COACH INC COM 189754104 11,357 328,140 SH   SOLE   328,140 0 0
COCA COLA CO COM 191216100 4,625 117,900 SH   SOLE   117,900 0 0
COLFAX CORP COM 194014106 3,217 69,700 SH   SOLE   69,700 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 10,288 215,238 SH   SOLE   215,238 0 0
COMCAST CORP NEW CL A 20030N101 4,354 72,400 SH   SOLE   72,400 0 0
COMMSCOPE HLDG CO INC COM 20337X109 7,864 257,740 SH   SOLE   257,740 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 20,775 329,924 SH   SOLE   329,924 0 0
CON-WAY INC COM 205944101 10,100 263,214 SH   SOLE   263,214 0 0
CONCORDIA HEALTHCARE CORP COM 206519100 33,356 369,600 SH   SOLE   369,600 0 0
CONOCOPHILLIPS COM 20825C104 4,010 65,300 SH   SOLE   65,300 0 0
CONSOL ENERGY INC COM 20854P109 11,600 533,596 SH   SOLE   533,596 0 0
CONSOLIDATED EDISON INC COM 209115104 14,626 252,700 SH   SOLE   252,700 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 3,120 147,250 SH   SOLE   147,250 0 0
CORELOGIC INC COM 21871D103 6,417 161,670 SH   SOLE   161,670 0 0
COSTCO WHSL CORP NEW COM 22160K105 7,091 52,500 SH   SOLE   52,500 0 0
COSTAR GROUP INC COM 22160N109 12,991 64,547 SH   SOLE   64,547 0 0
COTT CORP QUE COM 22163N106 7,667 627,960 SH   SOLE   627,960 0 0
CRESCENT PT ENERGY CORP COM 22576C101 11,241 438,600 SH   SOLE   438,600 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,743 21,700 SH   SOLE   21,700 0 0
CROWN HOLDINGS INC COM 228368106 3,618 68,375 SH   SOLE   68,375 0 0
DENTSPLY INTL INC NEW COM 249030107 8,149 158,075 SH   SOLE   158,075 0 0
DESCARTES SYS GROUP INC COM 249906108 18,140 904,715 SH   SOLE   904,715 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,819 64,200 SH   SOLE   64,200 0 0
DISCOVER FINL SVCS COM 254709108 9,841 170,800 SH   SOLE   170,800 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 3,393 102,000 SH   SOLE   102,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 9,974 320,900 SH   SOLE   320,900 0 0
DIRECTV COM 25490A309 45,374 488,994 SH   SOLE   488,994 0 0
DOMINION DIAMOND CORP COM 257287102 12,493 713,900 SH   SOLE   713,900 0 0
DOMINION RES INC VA NEW COM 25746U109 10,151 151,800 SH   SOLE   151,800 0 0
DONNELLEY R R & SONS CO COM 257867101 1,806 103,600 SH   SOLE   103,600 0 0
DOW CHEM CO COM 260543103 15,407 301,100 SH   SOLE   301,100 0 0
DRESSER-RAND GROUP INC COM 261608103 6,095 71,552 SH   SOLE   71,552 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 7,674 108,672 SH   SOLE   108,672 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 12,710 431,575 SH   SOLE   431,575 0 0
DYNEGY INC NEW DEL COM 26817R108 13,134 449,030 SH   SOLE   449,030 0 0
EOG RES INC COM 26875P101 3,642 41,600 SH   SOLE   41,600 0 0
EQT CORP COM 26884L109 1,480 18,200 SH   SOLE   18,200 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 18,421 615,045 SH   SOLE   615,045 0 0
EBAY INC COM 278642103 14,554 241,600 SH   SOLE   241,600 0 0
ECOLAB INC COM 278865100 9,080 80,300 SH   SOLE   80,300 0 0
EDGEWELL PERS CARE CO COM 28035Q102 3,775 28,700 SH   SOLE   28,700 0 0
ELDORADO GOLD CORP NEW COM 284902103 11,308 2,183,000 SH   SOLE   2,183,000 0 0
ELECTRONIC ARTS INC COM 285512109 14,910 224,215 SH   SOLE   224,215 0 0
EMERSON ELEC CO COM 291011104 1,896 34,200 SH   SOLE   34,200 0 0
ENCANA CORP COM 292505104 86,032 6,247,800 SH   SOLE   6,247,800 0 0
ENBRIDGE INC COM 29250N105 71,634 1,226,400 SH   SOLE   1,226,400 0 0
ENERGEN CORP COM 29265N108 14,167 207,420 SH   SOLE   207,420 0 0
ENERPLUS CORP COM 292766102 4,118 375,700 SH   SOLE   375,700 0 0
ENTERGY CORP NEW COM 29364G103 20,149 285,800 SH   SOLE   285,800 0 0
EXXON MOBIL CORP COM 30231G102 39,811 478,500 SH   SOLE   478,500 0 0
F M C CORP COM NEW 302491303 1,645 31,300 SH   SOLE   31,300 0 0
FMC TECHNOLOGIES INC COM 30249U101 13,443 324,000 SH   SOLE   324,000 0 0
FACEBOOK INC CL A 30303M102 56,699 661,100 SH   SOLE   661,100 0 0
FAMILY DLR STORES INC COM 307000109 17,780 225,600 SH   SOLE   225,600 0 0
FASTENAL CO COM 311900104 9,592 227,400 SH   SOLE   227,400 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 11,720 91,500 SH   SOLE   91,500 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 14,215 225,520 SH   SOLE   225,520 0 0
FIRSTSERVICE CORP NEW SUB VTG SH 33767E103 7,702 221,838 SH   SOLE   221,838 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,684 17,200 SH   SOLE   17,200 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 11,279 126,600 SH   SOLE   126,600 0 0
FOOT LOCKER INC COM 344849104 17,268 257,695 SH   SOLE   257,695 0 0
FORTINET INC COM 34959E109 11,045 267,240 SH   SOLE   267,240 0 0
FRANCO NEVADA CORP COM 351858105 31,453 528,000 SH   SOLE   528,000 0 0
FRANKLIN RES INC COM 354613101 7,712 157,300 SH   SOLE   157,300 0 0
GATX CORP COM 361448103 13,846 260,500 SH   SOLE   260,500 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 3,465 94,516 SH   SOLE   94,516 0 0
GANNETT SPINCO INC COM 36473H104 1,834 131,062 SH   SOLE   131,062 0 0
GENERAL MLS INC COM 370334104 16,671 299,200 SH   SOLE   299,200 0 0
GENERAL MTRS CO COM 37045V100 8,416 252,500 SH   SOLE   252,500 0 0
GENESEE & WYO INC CL A 371559105 14,816 194,485 SH   SOLE   194,485 0 0
GILDAN ACTIVEWEAR INC COM 375916103 29,985 722,700 SH   SOLE   722,700 0 0
GLOBUS MED INC CL A 379577208 10,639 414,472 SH   SOLE   414,472 0 0
GOLDCORP INC NEW COM 380956409 23,323 1,150,600 SH   SOLE   1,150,600 0 0
GOOGLE INC CL A 38259P508 13,393 24,800 SH   SOLE   24,800 0 0
GOOGLE INC CL C 38259P706 72,828 139,916 SH   SOLE   139,916 0 0
GRACE W R & CO DEL NEW COM 38388F108 933 9,300 SH   SOLE   9,300 0 0
GRAN TIERRA ENERGY INC COM 38500T101 2,501 668,700 SH   SOLE   668,700 0 0
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 103 2,400 SH   SOLE   2,400 0 0
GRAY TELEVISION INC COM 389375106 5,475 349,153 SH   SOLE   349,153 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 6,916 76,145 SH   SOLE   76,145 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 99,732 2,041,600 SH   SOLE   2,041,600 0 0
HCA HOLDINGS INC COM 40412C101 6,396 70,500 SH   SOLE   70,500 0 0
HCC INS HLDGS INC COM 404132102 5,986 77,900 SH   SOLE   77,900 0 0
HALLIBURTON CO COM 406216101 8,149 189,200 SH   SOLE   189,200 0 0
HARMAN INTL INDS INC COM 413086109 8,387 70,517 SH   SOLE   70,517 0 0
HARRIS CORP DEL COM 413875105 7,292 94,810 SH   SOLE   94,810 0 0
HEALTH NET INC COM 42222G108 3,578 55,800 SH   SOLE   55,800 0 0
HERSHEY CO COM 427866108 13,360 150,400 SH   SOLE   150,400 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 4,351 240,100 SH   SOLE   240,100 0 0
HEWLETT PACKARD CO COM 428236103 16,761 558,500 SH   SOLE   558,500 0 0
HOLLYFRONTIER CORP COM 436106108 1,712 40,100 SH   SOLE   40,100 0 0
HOLOGIC INC COM 436440101 9,240 242,775 SH   SOLE   242,775 0 0
HOME PROPERTIES INC COM 437306103 7,305 100,000 SH   SOLE   100,000 0 0
HORMEL FOODS CORP COM 440452100 13,946 247,400 SH   SOLE   247,400 0 0
HOSPIRA INC COM 441060100 7,948 89,600 SH   SOLE   89,600 0 0
HUDBAY MINERALS INC COM 443628102 12,322 1,184,790 SH   SOLE   1,184,790 0 0
HUDSON CITY BANCORP COM 443683107 1,159 117,300 SH   SOLE   117,300 0 0
HUMANA INC COM 444859102 5,834 30,500 SH   SOLE   30,500 0 0
HUNTINGTON BANCSHARES INC COM 446150104 10,623 939,250 SH   SOLE   939,250 0 0
HUNTSMAN CORP COM 447011107 11,975 542,580 SH   SOLE   542,580 0 0
ITT CORP NEW COM NEW 450911201 14,980 358,026 SH   SOLE   358,026 0 0
IAMGOLD CORP COM 450913108 2,338 935,300 SH   SOLE   935,300 0 0
IHS INC CL A 451734107 13,595 105,694 SH   SOLE   105,694 0 0
ILLUMINA INC COM 452327109 16,421 75,200 SH   SOLE   75,200 0 0
IMAX CORP COM 45245E109 4,242 105,350 SH   SOLE   105,350 0 0
IMPERIAL OIL LTD COM NEW 453038408 35,966 745,400 SH   SOLE   745,400 0 0
INFORMATICA CORP COM 45666Q102 5,845 120,600 SH   SOLE   120,600 0 0
INFOSYS LTD SPONSORED ADR 456788108 20,531 1,295,360 SH   SOLE   1,295,360 0 0
INGRAM MICRO INC CL A 457153104 8,676 346,621 SH   SOLE   346,621 0 0
INSIGHT ENTERPRISES INC COM 45765U103 6,102 204,000 SH   SOLE   204,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 8,899 410,100 SH   SOLE   410,100 0 0
INTEL CORP COM 458140100 30,247 994,480 SH   SOLE   994,480 0 0
INTERDIGITAL INC COM 45867G101 819 14,400 SH   SOLE   14,400 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 34,842 214,200 SH   SOLE   214,200 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,594 82,700 SH   SOLE   82,700 0 0
JPMORGAN CHASE & CO COM 46625H100 41,401 611,000 SH   SOLE   611,000 0 0
JACK IN THE BOX INC COM 466367109 13,934 158,050 SH   SOLE   158,050 0 0
JARDEN CORP COM 471109108 17,318 334,652 SH   SOLE   334,652 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,391 307,845 SH   SOLE   307,845 0 0
JOHNSON & JOHNSON COM 478160104 57,763 592,688 SH   SOLE   592,688 0 0
JONES LANG LASALLE INC COM 48020Q107 11,208 65,546 SH   SOLE   65,546 0 0
JUNIPER NETWORKS INC COM 48203R104 5,921 228,000 SH   SOLE   228,000 0 0
JUST ENERGY GROUP INC COM 48213W101 356 54,700 SH   SOLE   54,700 0 0
KAR AUCTION SVCS INC COM 48238T109 16,093 430,295 SH   SOLE   430,295 0 0
KBR INC COM 48242W106 12,402 636,650 SH   SOLE   636,650 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 13,042 143,000 SH   SOLE   143,000 0 0
KELLOGG CO COM 487836108 897 14,300 SH   SOLE   14,300 0 0
KIMBERLY CLARK CORP COM 494368103 28,983 273,500 SH   SOLE   273,500 0 0
KINDRED HEALTHCARE INC COM 494580103 6,822 336,225 SH   SOLE   336,225 0 0
KINROSS GOLD CORP COM NO PAR 496902404 6,721 2,309,533 SH   SOLE   2,309,533 0 0
KNOLL INC COM NEW 498904200 12,857 513,677 SH   SOLE   513,677 0 0
KORN FERRY INTL COM NEW 500643200 7,652 220,075 SH   SOLE   220,075 0 0
KROGER CO COM 501044101 14,379 198,300 SH   SOLE   198,300 0 0
KYTHERA BIOPHARMACEUTICALS I COM 501570105 3,884 51,568 SH   SOLE   51,568 0 0
L-3 MUNICATIONS HLDGS INC COM 502424104 2,778 24,500 SH   SOLE   24,500 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 26,983 222,595 SH   SOLE   222,595 0 0
LADDER CAP CORP CL A 505743104 193,171 11,133,793 SH   SOLE   11,133,793 0 0
LANNET INC COM 516012101 4,996 84,045 SH   SOLE   84,045 0 0
LAS VEGAS SANDS CORP COM 517834107 15,613 297,000 SH   SOLE   297,000 0 0
LENNAR CORP CL B 526057302 2,795 64,820 SH   SOLE   64,820 0 0
LENNOX INTL INC COM 526107107 12,591 116,920 SH   SOLE   116,920 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 7,322 139,025 SH   SOLE   139,025 0 0
LEXMARK INTL NEW CL A 529771107 6,073 137,397 SH   SOLE   137,397 0 0
LIBERTY PPTY TR SH BEN INT 531172104 16,208 503,036 SH   SOLE   503,036 0 0
LIFELOCK INC COM 53224V100 5,087 310,175 SH   SOLE   310,175 0 0
LINKEDIN CORP COM CL A 53578A108 23,143 112,000 SH   SOLE   112,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 3,873 104,540 SH   SOLE   104,540 0 0
MSC INDL DIRECT INC CL A 553530106 5,819 83,400 SH   SOLE   83,400 0 0
MAGNA INTL INC COM 559222401 119,184 1,700,200 SH   SOLE   1,700,200 0 0
MANULIFE FINL CORP COM 56501R106 121,490 5,234,400 SH   SOLE   5,234,400 0 0
MARATHON PETE CORP COM 56585A102 26,751 511,400 SH   SOLE   511,400 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 1,193 13,000 SH   SOLE   13,000 0 0
MASTERCARD INC CL A 57636Q104 17,378 185,900 SH   SOLE   185,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 16,166 199,700 SH   SOLE   199,700 0 0
MCDONALDS CORP COM 580135101 10,049 105,700 SH   SOLE   105,700 0 0
MCGRAW HILL FINL INC COM 580645109 4,309 42,900 SH   SOLE   42,900 0 0
MCKESSON CORP COM 58155Q103 1,461 6,500 SH   SOLE   6,500 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 20,178 371,460 SH   SOLE   371,460 0 0
MEDIVATION INC COM 58501N101 12,584 110,195 SH   SOLE   110,195 0 0
MERCADOLIBRE INC COM 58733R102 13,745 97,000 SH   SOLE   97,000 0 0
MERCK & CO INC NEW COM 58933Y105 27,349 480,400 SH   SOLE   480,400 0 0
MERRIMACK PHARMACEUTICALS IN COM 590328100 9,522 770,080 SH   SOLE   770,080 0 0
MERUS LABS INTL INC NEW COM 59047R101 3,260 1,108,771 SH   SOLE   1,108,771 0 0
METHANEX CORP COM 59151K108 44,942 644,600 SH   SOLE   644,600 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 16,865 49,391 SH   SOLE   49,391 0 0
MICREL INC COM 594793101 1,268 91,200 SH   SOLE   91,200 0 0
MICROSOFT CORP COM 594918104 91,215 2,066,020 SH   SOLE   2,066,020 0 0
MICRON TECHNOLOGY INC COM 595112103 5,614 298,000 SH   SOLE   298,000 0 0
MIDDLEBY CORP COM 596278101 12,641 112,636 SH   SOLE   112,636 0 0
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 1,138 116,400 SH   SOLE   116,400 0 0
MOHAWK INDS INC COM 608190104 9,507 49,800 SH   SOLE   49,800 0 0
MONSANTO CO NEW COM 61166W101 26,861 252,000 SH   SOLE   252,000 0 0
MOSAIC CO NEW COM 61945C103 13,989 298,600 SH   SOLE   298,600 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 17,666 308,100 SH   SOLE   308,100 0 0
NRG ENERGY INC COM NEW 629377508 5,502 240,485 SH   SOLE   240,485 0 0
NATIONAL CINEMEDIA INC COM 635309107 2,862 179,300 SH   SOLE   179,300 0 0
NETEASE INC SPONSORED ADR 64110W102 18,434 127,250 SH   SOLE   127,250 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 8,287 173,514 SH   SOLE   173,514 0 0
NEUSTAR INC CL A 64126X201 4,314 147,700 SH   SOLE   147,700 0 0
NEVSUN RES LTD COM 64156L101 2,754 585,900 SH   SOLE   585,900 0 0
NEW GOLD INC CDA COM 644535106 1,386 413,800 SH   SOLE   413,800 0 0
NEWFIELD EXPL CO COM 651290108 11,446 316,900 SH   SOLE   316,900 0 0
NEWMONT MINING CORP COM 651639106 857 36,700 SH   SOLE   36,700 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 12,827 229,048 SH   SOLE   229,048 0 0
NIKE INC CL B 654106103 26,249 243,000 SH   SOLE   243,000 0 0
NORDSTROM INC COM 655664100 507 6,800 SH   SOLE   6,800 0 0
NOVAGOLD RES INC COM NEW 66987E206 398 92,700 SH   SOLE   92,700 0 0
OGE ENERGY CORP COM 670837103 420 14,710 SH   SOLE   14,710 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 29,603 131,000 SH   SOLE   131,000 0 0
OFFICE DEPOT INC COM 676220106 5,791 668,668 SH   SOLE   668,668 0 0
OLIN CORP COM PAR $1 680665205 7,127 264,435 SH   SOLE   264,435 0 0
OMNICARE INC COM 681904108 9,623 102,100 SH   SOLE   102,100 0 0
OMNICOM GROUP INC COM 681919106 11,056 159,100 SH   SOLE   159,100 0 0
ON SEMICONDUCTOR CORP COM 682189105 13,981 1,196,003 SH   SOLE   1,196,003 0 0
OPEN TEXT CORP COM 683715106 18,593 366,500 SH   SOLE   366,500 0 0
ORACLE CORP COM 68389X105 25,611 635,500 SH   SOLE   635,500 0 0
ORBITZ WORLDWIDE INC COM 68557K109 7,994 700,000 SH   SOLE   700,000 0 0
OUTERWALL INC COM 690070107 1,469 19,300 SH   SOLE   19,300 0 0
PBF ENERGY INC CL A 69318G106 11,080 389,863 SH   SOLE   389,863 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,655 17,300 SH   SOLE   17,300 0 0
PVH CORP COM 693656100 3,743 32,495 SH   SOLE   32,495 0 0
PTC THERAPEUTICS INC COM 69366J200 11,425 237,372 SH   SOLE   237,372 0 0
PTC INC COM 69370C100 6,906 168,350 SH   SOLE   168,350 0 0
PACCAR INC COM 693718108 27,381 429,100 SH   SOLE   429,100 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 14,664 207,355 SH   SOLE   207,355 0 0
PACKAGING CORP AMER COM 695156109 2,787 44,592 SH   SOLE   44,592 0 0
PALL CORP COM 696429307 7,081 56,900 SH   SOLE   56,900 0 0
PALO ALTO NETWORKS INC COM 697435105 24,357 139,420 SH   SOLE   139,420 0 0
PAN AMERICAN SILVER CORP COM 697900108 2,091 194,700 SH   SOLE   194,700 0 0
PANDORA MEDIA INC COM 698354107 4,782 307,745 SH   SOLE   307,745 0 0
PARKER HANNIFIN CORP COM 701094104 1,989 17,100 SH   SOLE   17,100 0 0
PATTERSON PANIES INC COM 703395103 6,587 135,400 SH   SOLE   135,400 0 0
PAYCHEX INC COM 704326107 12,372 263,900 SH   SOLE   263,900 0 0
PEMBINA PIPELINE CORP COM 706327103 62,686 1,552,784 SH   SOLE   1,552,784 0 0
PENGROWTH ENERGY CORP COM 70706P104 94 30,000 SH   SOLE   30,000 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 13,116 809,100 SH   SOLE   809,100 0 0
PEPCO HOLDINGS INC COM 713291102 7,095 263,356 SH   SOLE   263,356 0 0
PEPSICO INC COM 713448108 36,874 395,052 SH   SOLE   395,052 0 0
PFIZER INC COM 717081103 972 29,000 SH   SOLE   29,000 0 0
PHILLIPS 66 COM 718546104 4,962 61,600 SH   SOLE   61,600 0 0
PHYSICIANS RLTY TR COM 71943U104 7,262 472,755 SH   SOLE   472,755 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 6,553 285,305 SH   SOLE   285,305 0 0
PINNACLE FOODS INC DEL COM 72348P104 6,858 150,595 SH   SOLE   150,595 0 0
POLYONE CORP COM 73179P106 8,683 221,667 SH   SOLE   221,667 0 0
POLYPORE INTL INC COM 73179V103 5,150 86,000 SH   SOLE   86,000 0 0
POTASH CORP SASK INC COM 73755L107 93,161 2,408,500 SH   SOLE   2,408,500 0 0
PRAXAIR INC COM 74005P104 13,210 110,500 SH   SOLE   110,500 0 0
PRECISION CASTPARTS CORP COM 740189105 13,291 66,500 SH   SOLE   66,500 0 0
PRECISION DRILLING CORP COM 2010 74022D308 13,238 1,947,473 SH   SOLE   1,947,473 0 0
PRETIUM RES INC COM 74139C102 724 107,100 SH   SOLE   107,100 0 0
PRICELINE GRP INC COM NEW 741503403 22,912 19,900 SH   SOLE   19,900 0 0
PROCTER & GAMBLE CO COM 742718109 16,837 215,200 SH   SOLE   215,200 0 0
PROGRESSIVE CORP OHIO COM 743315103 15,894 571,100 SH   SOLE   571,100 0 0
PROGRESSIVE WASTE SOLUTIONS COM 74339G101 848 25,300 SH   SOLE   25,300 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 25,559 650,700 SH   SOLE   650,700 0 0
PUBLIC STORAGE COM 74460D109 2,397 13,000 SH   SOLE   13,000 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 2,999 25,685 SH   SOLE   25,685 0 0
QLIK TECHNOLOGIES INC COM 74733T105 9,164 262,136 SH   SOLE   262,136 0 0
QORVO INC COM 74736K101 4,152 51,720 SH   SOLE   51,720 0 0
QUALCOMM INC COM 747525103 10,077 160,900 SH   SOLE   160,900 0 0
RPM INTL INC COM 749685103 15,904 324,779 SH   SOLE   324,779 0 0
RPX CORP COM 74972G103 345 20,400 SH   SOLE   20,400 0 0
RTI INTL METALS INC COM 74973W107 5,292 167,900 SH   SOLE   167,900 0 0
RSP PERMIAN INC COM 74978Q105 2,329 82,840 SH   SOLE   82,840 0 0
RALPH LAUREN CORP CL A 751212101 6,046 45,680 SH   SOLE   45,680 0 0
RANGE RES CORP COM 75281A109 2,834 57,400 SH   SOLE   57,400 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 32,700 548,834 SH   SOLE   548,834 0 0
REGAL ENTMT GROUP CL A 758766109 1,244 59,500 SH   SOLE   59,500 0 0
REGENERON PHARMACEUTICALS COM 75886F107 39,484 77,400 SH   SOLE   77,400 0 0
REPUBLIC SVCS INC COM 760759100 4,035 103,000 SH   SOLE   103,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 13,863 142,000 SH   SOLE   142,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 6,302 131,650 SH   SOLE   131,650 0 0
REX AMERICAN RESOURCES CORP COM 761624105 1,107 17,400 SH   SOLE   17,400 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 7,179 206,000 SH   SOLE   206,000 0 0
ROBERT HALF INTL INC COM 770323103 9,966 179,570 SH   SOLE   179,570 0 0
ROCK-TENN CO CL A 772739207 4,598 76,380 SH   SOLE   76,380 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 70,586 1,593,355 SH   SOLE   1,593,355 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,276 7,400 SH   SOLE   7,400 0 0
ROSS STORES INC COM 778296103 1,692 34,800 SH   SOLE   34,800 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 219,187 2,869,687 SH   SOLE   2,869,687 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 9,893 172,500 SH   SOLE   172,500 0 0
RUBICON MINERALS CORP COM 780911103 3,305 2,542,150 SH   SOLE   2,542,150 0 0
RYDER SYS INC COM 783549108 7,817 89,470 SH   SOLE   89,470 0 0
SBA COMMUNICATIONS CORP COM 78388J106 2,069 18,000 SH   SOLE   18,000 0 0
SL GREEN RLTY CORP COM 78440X101 9,666 87,960 SH   SOLE   87,960 0 0
SABRE CORP COM 78573M104 9,619 404,170 SH   SOLE   404,170 0 0
SANDERSON FARMS INC COM 800013104 1,037 13,800 SH   SOLE   13,800 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 8,482 331,725 SH   SOLE   331,725 0 0
SCHEIN HENRY INC COM 806407102 12,620 88,800 SH   SOLE   88,800 0 0
SCHLUMBERGER LTD COM 806857108 30,227 350,700 SH   SOLE   350,700 0 0
SCHWAB CHARLES CORP NEW COM 808513105 33,891 1,038,000 SH   SOLE   1,038,000 0 0
SERVICE CORP INTL COM 817565104 11,837 402,195 SH   SOLE   402,195 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 11,921 329,590 SH   SOLE   329,590 0 0
SERVICENOW INC COM 81762P102 15,087 203,030 SH   SOLE   203,030 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 55,714 2,048,300 SH   SOLE   2,048,300 0 0
SHERWIN WILLIAMS CO COM 824348106 4,895 17,800 SH   SOLE   17,800 0 0
SIERRA WIRELESS INC COM 826516106 9,443 304,317 SH   SOLE   304,317 0 0
SIGMA ALDRICH CORP COM 826552101 23,564 169,100 SH   SOLE   169,100 0 0
SILVER STD RES INC COM 82823L106 257 32,800 SH   SOLE   32,800 0 0
SILVER WHEATON CORP COM 828336107 31,906 1,473,700 SH   SOLE   1,473,700 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,457 119,665 SH   SOLE   119,665 0 0
SMUCKER J M CO COM NEW 832696405 3,773 34,800 SH   SOLE   34,800 0 0
SNAP ON INC COM 833034101 12,664 79,520 SH   SOLE   79,520 0 0
SOLARWINDS INC COM 83416B109 8,921 193,390 SH   SOLE   193,390 0 0
SOUTHERN CO COM 842587107 17,372 414,600 SH   SOLE   414,600 0 0
SOUTHWEST AIRLS CO COM 844741108 12,660 382,600 SH   SOLE   382,600 0 0
SPECTRA ENERGY CORP COM 847560109 10,246 314,300 SH   SOLE   314,300 0 0
SPECTRANETICS CORP COM 84760C107 2,072 90,060 SH   SOLE   90,060 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 8,074 146,505 SH   SOLE   146,505 0 0
SPLUNK INC COM 848637104 8,423 120,980 SH   SOLE   120,980 0 0
STANTEC INC COM 85472N109 56,451 1,546,602 SH   SOLE   1,546,602 0 0
STARBUCKS CORP COM 855244109 13,264 247,400 SH   SOLE   247,400 0 0
STARWOOD PPTY TR INC COM 85571B105 10,318 478,339 SH   SOLE   478,339 0 0
STARZ COM SER A 85571Q102 9,389 209,957 SH   SOLE   209,957 0 0
STERICYCLE INC COM 858912108 17,154 128,100 SH   SOLE   128,100 0 0
SUN LIFE FINL INC COM 866796105 114,446 2,744,500 SH   SOLE   2,744,500 0 0
SUNCOR ENERGY INC NEW COM 867224107 172,252 5,007,331 SH   SOLE   5,007,331 0 0
SUNEDISON INC COM 86732Y109 4,469 149,400 SH   SOLE   149,400 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 10,729 714,806 SH   SOLE   714,806 0 0
SUSQUEHANNA BANCSHARES INC P COM 869099101 8,208 581,281 SH   SOLE   581,281 0 0
SYNAPTICS INC COM 87157D109 5,092 58,705 SH   SOLE   58,705 0 0
SYNOPSYS INC COM 871607107 15,555 307,110 SH   SOLE   307,110 0 0
SYNCHRONY FINL COM 87165B103 1,837 55,800 SH   SOLE   55,800 0 0
SYSCO CORP COM 871829107 484 13,400 SH   SOLE   13,400 0 0
TFS FINL CORP COM 87240R107 4,235 251,800 SH   SOLE   251,800 0 0
TJX COS INC NEW COM 872540109 18,931 286,100 SH   SOLE   286,100 0 0
TAHOE RES INC COM 873868103 25,024 1,652,811 SH   SOLE   1,652,811 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 32,182 1,417,100 SH   SOLE   1,417,100 0 0
TARGET CORP COM 87612E106 22,358 273,900 SH   SOLE   273,900 0 0
TATA MTRS LTD SPONSORED ADR 876568502 3,640 105,600 SH   SOLE   105,600 0 0
TECK RESOURCES LTD CL B 878742204 28,685 2,317,017 SH   SOLE   2,317,017 0 0
TEGNA INC COM 87901J105 8,966 279,575 SH   SOLE   279,575 0 0
TELUS CORP COM 87971M103 168,079 3,906,100 SH   SOLE   3,906,100 0 0
TEMPUR SEALY INTL INC COM 88023U101 13,569 205,900 SH   SOLE   205,900 0 0
TESORO CORP COM 881609101 13,449 159,335 SH   SOLE   159,335 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,182 20,000 SH   SOLE   20,000 0 0
TEXAS INSTRS INC COM 882508104 5,898 114,500 SH   SOLE   114,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,147 78,200 SH   SOLE   78,200 0 0
THOMSON REUTERS CORP COM 884903105 52,121 1,095,900 SH   SOLE   1,095,900 0 0
3M CO COM 88579Y101 4,228 27,400 SH   SOLE   27,400 0 0
TIME WARNER CABLE INC COM 88732J207 15,144 85,000 SH   SOLE   85,000 0 0
TIMKEN CO COM 887389104 26,932 736,448 SH   SOLE   736,448 0 0
TIMKENSTEEL CORP COM 887399103 32,384 1,199,839 SH   SOLE   1,199,839 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 165,910 3,128,018 SH   SOLE   3,128,018 0 0
TOWER INTL INC COM 891826109 4,384 168,275 SH   SOLE   168,275 0 0
TOTAL SYS SVCS INC COM 891906109 11,486 274,990 SH   SOLE   274,990 0 0
TRANSALTA CORP COM 89346D107 3,790 391,500 SH   SOLE   391,500 0 0
TRANSCANADA CORP COM 89353D107 170,620 3,361,300 SH   SOLE   3,361,300 0 0
TRANSDIGM GROUP INC COM 893641100 10,556 46,984 SH   SOLE   46,984 0 0
TRAVELERS COMPANIES INC COM 89417E109 26,910 278,400 SH   SOLE   278,400 0 0
TRINITY INDS INC COM 896522109 10,324 390,605 SH   SOLE   390,605 0 0
TURQUOISE HILL RES LTD COM 900435108 5,959 1,254,600 SH   SOLE   1,254,600 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 16,968 109,860 SH   SOLE   109,860 0 0
UNILEVER N V N Y SHS NEW 904784709 4,184 100,000 SH   SOLE   100,000 0 0
UNION PAC CORP COM 907818108 3,224 33,800 SH   SOLE   33,800 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 12,385 593,445 SH   SOLE   593,445 0 0
UNITED STATES STL CORP NEW COM 912909108 7,917 383,970 SH   SOLE   383,970 0 0
UNITED TECHNOLOGIES CORP COM 913017109 28,054 252,900 SH   SOLE   252,900 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 21,537 123,810 SH   SOLE   123,810 0 0
UNITEDHEALTH GROUP INC COM 91324P102 57,023 467,400 SH   SOLE   467,400 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 7,977 56,135 SH   SOLE   56,135 0 0
VCA INC COM 918194101 9,638 177,161 SH   SOLE   177,161 0 0
VAIL RESORTS INC COM 91879Q109 9,540 87,365 SH   SOLE   87,365 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 266,797 980,878 SH   SOLE   980,878 0 0
VALERO ENERGY CORP NEW COM 91913Y100 30,017 479,500 SH   SOLE   479,500 0 0
VARIAN MED SYS INC COM 92220P105 7,303 86,600 SH   SOLE   86,600 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 756 70,017 SH   SOLE   70,017 0 0
VENTAS INC COM 92276F100 1,205 19,400 SH   SOLE   19,400 0 0
VERIFONE SYS INC COM 92342Y109 8,935 263,100 SH   SOLE   263,100 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 42,853 919,400 SH   SOLE   919,400 0 0
VERMILION ENERGY INC COM 923725105 22,811 422,810 SH   SOLE   422,810 0 0
VINCE HLDG CORP COM 92719W108 1,326 110,720 SH   SOLE   110,720 0 0
VISA INC COM CL A 92826C839 63,175 940,800 SH   SOLE   940,800 0 0
VOYA FINL INC COM 929089100 42,834 921,752 SH   SOLE   921,752 0 0
WABCO HLDGS INC COM 92927K102 11,860 95,865 SH   SOLE   95,865 0 0
WEC ENERGY GROUP INC COM 92939U106 5,810 129,200 SH   SOLE   129,200 0 0
WAL-MART STORES INC COM 931142103 1,951 27,500 SH   SOLE   27,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 10,901 129,100 SH   SOLE   129,100 0 0
WALKER & DUNLOP INC COM 93148P102 863 32,270 SH   SOLE   32,270 0 0
WASHINGTON FED INC COM 938824109 2,402 102,870 SH   SOLE   102,870 0 0
WEBSTER FINL CORP CONN COM 947890109 22,012 556,570 SH   SOLE   556,570 0 0
WELLS FARGO & CO NEW COM 949746101 24,374 433,400 SH   SOLE   433,400 0 0
WENDYS CO COM 95058W100 9,931 880,380 SH   SOLE   880,380 0 0
WERNER ENTERPRISES INC COM 950755108 7,884 300,351 SH   SOLE   300,351 0 0
WESCO INTL INC COM 95082P105 5,766 84,000 SH   SOLE   84,000 0 0
WESTERN REFNG INC COM 959319104 3,612 82,800 SH   SOLE   82,800 0 0
WESTERN UN CO COM 959802109 8,356 411,000 SH   SOLE   411,000 0 0
WILLIAMS COS INC DEL COM 969457100 2,410 42,000 SH   SOLE   42,000 0 0
WILLIAMS SONOMA INC COM 969904101 10,281 124,961 SH   SOLE   124,961 0 0
WORKDAY INC CL A 98138H101 26,584 348,000 SH   SOLE   348,000 0 0
WRIGHT MED GROUP INC COM 98235T107 10,115 385,170 SH   SOLE   385,170 0 0
XCEL ENERGY INC COM 98389B100 1,101 34,200 SH   SOLE   34,200 0 0
YAMANA GOLD INC COM 98462Y100 2,624 697,812 SH   SOLE   697,812 0 0