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
AT&T Inc COM 00206R102 18,592 478,200 SH   SOLE   478,200 0 0
AngloGold Ashanti Ltd COM 035128206 12,006 1,178,200 SH   SOLE   1,178,200 0 0
Alamos Gold Inc COM 011532108 6,138 942,900 SH   SOLE   942,900 0 0
Albemarle Corp COM 012653101 4,335 33,900 SH   SOLE   33,900 0 0
Alphabet Inc COM 02079K107 23,910 22,850 SH   SOLE   0 0 22,850
Altria Group Inc COM 02209S103 12,154 170,200 SH   SOLE   170,200 0 0
Amazon.com Inc COM 023135106 88,938 76,050 SH   SOLE   0 0 76,050
Anadarko Petroleum Corp COM 032511107 21,855 407,436 SH   SOLE   397,736 0 9,700
Apple Inc COM 037833100 56,523 334,000 SH   SOLE   0 0 334,000
Applied Materials Inc COM 038222105 383 7,500 SH   SOLE   7,500 0 0
Archer-Daniels-Midland Co COM 039483102 14,717 367,199 SH   SOLE   367,199 0 0
B2Gold Corp COM 11777Q209 9,198 2,967,207 SH   SOLE   2,967,207 0 0
Alibaba Group Holding Ltd COM 01609W102 72,610 421,100 SH   SOLE   0 0 421,100
Banco Bradesco SA COM 059460303 475 46,396 SH   SOLE   0 0 46,396
BHP Billiton PLC COM 05545E209 58,133 1,442,512 SH   SOLE   1,442,512 0 0
Baidu Inc COM 056752108 49,641 211,950 SH   SOLE   0 0 211,950
BP PLC COM 055622104 26,783 637,238 SH   SOLE   637,238 0 0
Baker Hughes a GE Co COM 05722G100 9,724 307,345 SH   SOLE   301,645 0 5,700
Bank of Nova Scotia/The COM 064149107 7,076 109,681 SH   SOLE   109,681 0 0
Barrick Gold Corp COM 067901108 18,268 1,262,500 SH   SOLE   1,262,500 0 0
Bunge Ltd COM G16962105 7,773 115,880 SH   SOLE   115,880 0 0
CNOOC Ltd COM 126132109 5,836 40,652 SH   SOLE   40,652 0 0
CF Industries Holdings Inc COM 125269100 7,250 170,430 SH   SOLE   170,430 0 0
CME Group Inc COM 12572Q105 37,228 254,897 SH   SOLE   0 0 254,897
CMS Energy Corp COM 125896100 747 15,800 SH   SOLE   15,800 0 0
Cemex SAB de CV COM 151290889 7,526 1,003,500 SH   SOLE   1,003,500 0 0
Cabot Oil & Gas Corp COM 127097103 7,343 256,757 SH   SOLE   246,357 0 10,400
Canadian Imperial Bank of Comm COM 136069101 6,253 64,216 SH   SOLE   64,216 0 0
Canadian Natural Resources Ltd COM 136385101 9,085 254,330 SH   SOLE   246,230 0 8,100
Cboe Global Markets Inc COM 12503M108 27,711 222,420 SH   SOLE   0 0 222,420
Charles Schwab Corp/The COM 808513105 25,880 503,800 SH   SOLE   0 0 503,800
Chevron Corp COM 166764100 25,430 203,130 SH   SOLE   197,530 0 5,600
Concho Resources Inc COM 20605P101 7,947 52,900 SH   SOLE   50,800 0 2,100
ConocoPhillips COM 20825C104 7,471 136,100 SH   SOLE   136,100 0 0
Cummins Inc COM 231021106 5,123 29,000 SH   SOLE   29,000 0 0
Domino's Pizza Inc COM 25754A201 9,996 52,900 SH   SOLE   0 0 52,900
DowDuPont Inc COM 26078J100 21,570 302,868 SH   SOLE   302,868 0 0
Dril-Quip Inc COM 262037104 4,066 85,249 SH   SOLE   85,249 0 0
EOG Resources Inc COM 26875P101 8,913 82,600 SH   SOLE   79,900 0 2,700
EQT Corp COM 26884L109 9,976 175,264 SH   SOLE   168,864 0 6,400
Eaton Corp PLC COM G29183103 5,444 68,900 SH   SOLE   68,900 0 0
Eldorado Gold Corp COM 284902103 2,829 1,978,292 SH   SOLE   1,978,292 0 0
Emerson Electric Co COM 291011104 5,847 83,900 SH   SOLE   83,900 0 0
Exxon Mobil Corp COM 30231G102 38,761 463,421 SH   SOLE   455,921 0 7,500
Facebook Inc COM 30303M102 24,581 139,300 SH   SOLE   0 0 139,300
Fiserv Inc COM 337738108 18,280 139,400 SH   SOLE   0 0 139,400
Freeport-McMoRan Inc COM 35671D857 25,588 1,349,600 SH   SOLE   1,349,600 0 0
General Mills Inc COM 370334104 2,176 36,700 SH   SOLE   36,700 0 0
Gilead Sciences Inc COM 375558103 6,283 87,700 SH   SOLE   87,700 0 0
Goldcorp Inc COM 380956409 6,321 494,963 SH   SOLE   494,963 0 0
Southern Copper Corp COM 84265V105 9,199 193,870 SH   SOLE   193,870 0 0
Guidewire Software Inc COM 40171V100 37,442 504,200 SH   SOLE   0 0 504,200
HDFC Bank Ltd COM 40415F101 25,224 248,100 SH   SOLE   0 0 248,100
Halliburton Co COM 406216101 34,409 704,100 SH   SOLE   697,600 0 6,500
Hess Corp COM 42809H107 10,983 231,370 SH   SOLE   231,370 0 0
Hortonworks Inc COM 440894103 33,831 1,682,285 SH   SOLE   0 0 1,682,285
Intel Corp COM 458140100 19,092 413,600 SH   SOLE   413,600 0 0
Interactive Brokers Group Inc COM 45841N107 8,651 146,100 SH   SOLE   0 0 146,100
International Business Machine COM 459200101 28,551 186,100 SH   SOLE   77,300 0 108,800
International Paper Co COM 460146103 26,700 460,819 SH   SOLE   460,819 0 0
Intuit Inc COM 461202103 44,305 280,800 SH   SOLE   0 0 280,800
JD.com Inc COM 47215P106 50,686 1,223,700 SH   SOLE   0 0 1,223,700
Kimberly-Clark Corp COM 494368103 5,164 42,800 SH   SOLE   42,800 0 0
Kinder Morgan Inc/DE COM 49456B101 3,656 202,300 SH   SOLE   202,300 0 0
LendingClub Corp COM 52603A109 55,327 13,396,270 SH   SOLE   0 0 13,396,270
LendingTree Inc COM 52603B107 78,746 231,300 SH   SOLE   0 0 231,300
LyondellBasell Industries NV COM N53745100 2,273 20,600 SH   SOLE   20,600 0 0
MSCI Inc COM 55354G100 18,450 145,800 SH   SOLE   0 0 145,800
Marathon Petroleum Corp COM 56585A102 5,687 86,200 SH   SOLE   86,200 0 0
Maxim Integrated Products Inc COM 57772K101 3,853 73,700 SH   SOLE   73,700 0 0
McDonald's Corp COM 580135101 12,341 71,700 SH   SOLE   71,700 0 0
MercadoLibre Inc COM 58733R102 54,625 173,600 SH   SOLE   0 0 173,600
Merck & Co Inc COM 58933Y105 760 13,500 SH   SOLE   13,500 0 0
Microsoft Corp COM 594918104 949 11,100 SH   SOLE   11,100 0 0
Monsanto Co COM 61166W101 38,140 326,600 SH   SOLE   326,600 0 0
Mosaic Co/The COM 61945C103 11,117 433,229 SH   SOLE   433,229 0 0
NVIDIA Corp COM 67066G104 36,204 187,100 SH   SOLE   0 0 187,100
Nasdaq Inc COM 631103108 37,132 483,300 SH   SOLE   0 0 483,300
Newmont Mining Corp COM 651639106 5,816 155,000 SH   SOLE   155,000 0 0
Noble Energy Inc COM 655044105 10,686 366,700 SH   SOLE   354,700 0 12,000
Nucor Corp COM 670346105 18,023 283,462 SH   SOLE   283,462 0 0
Potash Corp of Saskatchewan In COM 73755L107 17,255 835,596 SH   SOLE   835,596 0 0
Agrium Inc COM 008916108 24,996 217,359 SH   SOLE   217,359 0 0
Occidental Petroleum Corp COM 674599105 17,870 242,600 SH   SOLE   234,700 0 7,900
Oceaneering International Inc COM 675232102 5,100 241,257 SH   SOLE   238,957 0 2,300
Oil States International Inc COM 678026105 12,596 445,100 SH   SOLE   436,200 0 8,900
Petroleo Brasileiro SA COM 71654V408 5,976 580,800 SH   SOLE   580,800 0 0
PetroChina Co Ltd COM 71646E100 4,996 71,433 SH   SOLE   71,433 0 0
Packaging Corp of America COM 695156109 5,871 48,700 SH   SOLE   48,700 0 0
Patterson-UTI Energy Inc COM 703481101 7,211 313,400 SH   SOLE   302,400 0 11,000
PayPal Holdings Inc COM 70450Y103 57,019 774,500 SH   SOLE   0 0 774,500
Philip Morris International In COM 718172109 10,407 98,500 SH   SOLE   98,500 0 0
Phillips 66 COM 718546104 10,530 104,100 SH   SOLE   104,100 0 0
Pioneer Natural Resources Co COM 723787107 12,428 71,900 SH   SOLE   69,100 0 2,800
Procter & Gamble Co/The COM 742718109 19,975 217,400 SH   SOLE   217,400 0 0
Public Service Enterprise Grou COM 744573106 1,169 22,700 SH   SOLE   22,700 0 0
Royal Dutch Shell PLC COM 780259206 34,839 522,250 SH   SOLE   522,250 0 0
RPC Inc COM 749660106 4,432 173,600 SH   SOLE   173,600 0 0
Rio Tinto PLC COM 767204100 46,534 879,164 SH   SOLE   879,164 0 0
Red Hat Inc COM 756577102 16,800 139,880 SH   SOLE   0 0 139,880
Redfin Corp COM 75737F108 30,321 968,093 SH   SOLE   0 0 968,093
Rogers Communications Inc COM 775109200 4,765 93,578 SH   SOLE   93,578 0 0
Rowan Cos Plc COM G7665A101 4,253 271,600 SH   SOLE   271,600 0 0
China Petroleum & Chemical Cor COM 16941R108 4,856 66,190 SH   SOLE   66,190 0 0
Schlumberger Ltd COM 806857108 29,784 441,971 SH   SOLE   438,171 0 3,800
Seagate Technology PLC COM G7945M107 4,364 104,300 SH   SOLE   104,300 0 0
Shopify Inc COM 82509L107 18,362 181,800 SH   SOLE   0 0 181,800
Splunk Inc COM 848637104 32,109 387,600 SH   SOLE   0 0 387,600
Square Inc COM 852234103 98,705 2,847,000 SH   SOLE   0 0 2,847,000
Starbucks Corp COM 855244109 29,295 510,100 SH   SOLE   0 0 510,100
Steel Dynamics Inc COM 858119100 15,600 361,700 SH   SOLE   361,700 0 0
Suncor Energy Inc COM 867224107 15,746 428,800 SH   SOLE   419,900 0 8,900
Superior Energy Services Inc COM 868157108 11,258 1,169,092 SH   SOLE   1,148,692 0 20,400
TOTAL SA COM 89151E109 32,074 580,212 SH   SOLE   580,212 0 0
Tahoe Resources Inc COM 873868103 4,090 853,930 SH   SOLE   853,930 0 0
TechnipFMC PLC COM G87110105 13,856 442,532 SH   SOLE   434,132 0 8,400
Teck Resources Ltd COM 878742204 10,590 404,651 SH   SOLE   404,651 0 0
TransCanada Corp COM 89353D107 5,708 117,355 SH   SOLE   117,355 0 0
TransUnion COM 89400J107 29,909 544,200 SH   SOLE   0 0 544,200
Univar Inc COM 91336L107 4,577 147,828 SH   SOLE   147,828 0 0
Valero Energy Corp COM 91913Y100 5,459 59,400 SH   SOLE   55,600 0 3,800
Verisk Analytics Inc COM 92345Y106 9,283 96,700 SH   SOLE   0 0 96,700
Visa Inc COM 92826C839 20,706 181,600 SH   SOLE   6,500 0 175,100
Weyerhaeuser Co COM 962166104 18,988 538,507 SH   SOLE   538,507 0 0
Weatherford International PLC COM G48833100 4,090 980,700 SH   SOLE   980,700 0 0
Western Union Co/The COM 959802109 3,705 194,900 SH   SOLE   194,900 0 0
Workday Inc COM 98138H101 20,735 203,800 SH   SOLE   0 0 203,800
Xcel Energy Inc COM 98389B100 4,662 96,900 SH   SOLE   96,900 0 0
athenahealth Inc COM 04685W103 72,600 545,700 SH   SOLE   0 0 545,700
salesforce.com Inc COM 79466L302 32,468 317,600 SH   SOLE   0 0 317,600
Freeport-McMoRan Inc COM 35671D857 23,865 1,699,800 SH   SOLE   1,690,600 0 9,200
GGP Inc COM 36174X101 104 5,000 SH   SOLE   0 0 5,000
General Electric Co COM 369604103 1,574 65,100 SH   SOLE   0 0 65,100
General Mills Inc COM 370334104 1,040 20,100 SH   SOLE   17,800 0 2,300
General Motors Co COM 37045V100 133 3,300 SH   SOLE   0 0 3,300
Gilead Sciences Inc COM 375558103 486 6,000 SH   SOLE   0 0 6,000
Goldcorp Inc COM 380956409 10,406 802,963 SH   SOLE   802,963 0 0
Southern Copper Corp COM 84265V105 9,267 233,070 SH   SOLE   233,070 0 0
Guidewire Software Inc COM 40171V100 22,611 290,400 SH   SOLE   0 0 290,400
HCA Healthcare Inc COM 40412C101 119 1,500 SH   SOLE   0 0 1,500
HD Supply Holdings Inc COM 40416M105 819 22,700 SH   SOLE   0 0 22,700
HDFC Bank Ltd COM 40415F101 19,216 199,400 SH   SOLE   0 0 199,400
HP Inc COM 40434L105 144 7,200 SH   SOLE   0 0 7,200
Halliburton Co COM 406216101 31,917 693,400 SH   SOLE   687,000 0 6,400
Harris Corp COM 413875105 645 4,900 SH   SOLE   0 0 4,900
Hasbro Inc COM 418056107 117 1,200 SH   SOLE   0 0 1,200
Hess Corp COM 42809H107 11,670 248,870 SH   SOLE   248,870 0 0
Hewlett Packard Enterprise Co COM 42824C109 132 9,000 SH   SOLE   0 0 9,000
HollyFrontier Corp COM 436106108 133 3,700 SH   SOLE   0 0 3,700
Hologic Inc COM 436440101 114 3,100 SH   SOLE   0 0 3,100
Home Depot Inc/The COM 437076102 1,030 6,300 SH   SOLE   0 0 6,300
Honeywell International Inc COM 438516106 553 3,900 SH   SOLE   0 0 3,900
Hormel Foods Corp COM 440452100 129 4,000 SH   SOLE   0 0 4,000
Hortonworks Inc COM 440894103 16,711 985,918 SH   SOLE   0 0 985,918
Humana Inc COM 444859102 292 1,200 SH   SOLE   0 0 1,200
Huntington Bancshares Inc/OH COM 446150104 1,681 120,400 SH   SOLE   0 0 120,400
ICON PLC COM G4705A100 490 4,300 SH   SOLE   0 0 4,300
Illinois Tool Works Inc COM 452308109 843 5,700 SH   SOLE   0 0 5,700
Ingersoll-Rand PLC COM G47791101 214 2,400 SH   SOLE   0 0 2,400
Ingredion Inc COM 457187102 84 700 SH   SOLE   0 0 700
Intel Corp COM 458140100 13,374 351,200 SH   SOLE   318,500 0 32,700
International Business Machine COM 459200101 21,835 150,500 SH   SOLE   60,300 0 90,200
International Paper Co COM 460146103 30,894 543,719 SH   SOLE   543,719 0 0
Intuit Inc COM 461202103 23,922 168,300 SH   SOLE   0 0 168,300
Invesco Ltd COM G491BT108 137 3,900 SH   SOLE   0 0 3,900
Israel Chemicals Ltd COM M5920A109 4,451 1,002,426 SH   SOLE   1,002,426 0 0
JD.com Inc COM 47215P106 17,599 460,700 SH   SOLE   0 0 460,700
JM Smucker Co/The COM 832696405 136 1,300 SH   SOLE   0 0 1,300
JPMorgan Chase & Co COM 46625H100 1,552 16,249 SH   SOLE   0 0 16,249
Johnson & Johnson COM 478160104 2,379 18,300 SH   SOLE   0 0 18,300
Johnson Controls International COM G51502105 129 3,200 SH   SOLE   0 0 3,200
Juniper Networks Inc COM 48203R104 120 4,300 SH   SOLE   0 0 4,300
First Data Corp COM 32008D106 139 7,700 SH   SOLE   0 0 7,700
KLA-Tencor Corp COM 482480100 127 1,200 SH   SOLE   0 0 1,200
Kellogg Co COM 487836108 112 1,800 SH   SOLE   0 0 1,800
KeyCorp COM 493267108 1,684 89,500 SH   SOLE   0 0 89,500
Kimberly-Clark Corp COM 494368103 4,072 34,600 SH   SOLE   33,100 0 1,500
Kinder Morgan Inc/DE COM 49456B101 4,782 249,300 SH   SOLE   242,900 0 6,400
Kroger Co/The COM 501044101 110 5,500 SH   SOLE   0 0 5,500
LKQ Corp COM 501889208 1,051 29,200 SH   SOLE   0 0 29,200
Laboratory Corp of America Hol COM 50540R409 1,706 11,300 SH   SOLE   0 0 11,300
Lam Research Corp COM 512807108 148 800 SH   SOLE   0 0 800
Las Vegas Sands Corp COM 517834107 295 4,600 SH   SOLE   0 0 4,600
Leggett & Platt Inc COM 524660107 119 2,500 SH   SOLE   0 0 2,500
LendingClub Corp COM 52603A109 32,244 5,294,523 SH   SOLE   0 0 5,294,523
LendingTree Inc COM 52603B107 43,952 179,800 SH   SOLE   0 0 179,800
Sirius XM Holdings Inc COM 82968B103 124 22,500 SH   SOLE   0 0 22,500
LivaNova PLC COM G5509L101 154 2,200 SH   SOLE   0 0 2,200
LogMeIn Inc COM 54142L109 118 1,074 SH   SOLE   0 0 1,074
Lowe's Cos Inc COM 548661107 152 1,900 SH   SOLE   0 0 1,900
LyondellBasell Industries NV COM N53745100 139 1,400 SH   SOLE   0 0 1,400
MSCI Inc COM 55354G100 9,808 83,900 SH   SOLE   0 0 83,900
ManpowerGroup Inc COM 56418H100 94 800 SH   SOLE   0 0 800
Manulife Financial Corp COM 56501R106 164 8,070 SH   SOLE   0 0 8,070
Marathon Petroleum Corp COM 56585A102 4,139 73,800 SH   SOLE   70,300 0 3,500
Marsh & McLennan Cos Inc COM 571748102 310 3,700 SH   SOLE   0 0 3,700
Marvell Technology Group Ltd COM G5876H105 140 7,800 SH   SOLE   0 0 7,800
Mastercard Inc COM 57636Q104 1,115 7,900 SH   SOLE   0 0 7,900
Matador Resources Co COM 576485205 7,227 266,200 SH   SOLE   266,200 0 0
Maxim Integrated Products Inc COM 57772K101 3,259 68,300 SH   SOLE   65,800 0 2,500
McDonald's Corp COM 580135101 8,649 55,200 SH   SOLE   50,100 0 5,100
McKesson Corp COM 58155Q103 108 700 SH   SOLE   0 0 700
Medtronic PLC COM G5960L103 163 2,100 SH   SOLE   0 0 2,100
MercadoLibre Inc COM 58733R102 24,262 93,700 SH   SOLE   0 0 93,700
Merck & Co Inc COM 58933Y105 7,581 118,400 SH   SOLE   108,600 0 9,800
Methanex Corp COM 59151K108 90 1,800 SH   SOLE   0 0 1,800
Microchip Technology Inc COM 595017104 90 1,000 SH   SOLE   0 0 1,000
Micron Technology Inc COM 595112103 130 3,300 SH   SOLE   0 0 3,300
Microsoft Corp COM 594918104 5,736 77,000 SH   SOLE   8,800 0 68,200
Monsanto Co COM 61166W101 49,977 417,100 SH   SOLE   417,100 0 0
Mosaic Co/The COM 61945C103 11,059 512,229 SH   SOLE   512,229 0 0
NVIDIA Corp COM 67066G104 33,770 188,900 SH   SOLE   0 0 188,900
NXP Semiconductors NV COM N6596X109 158 1,400 SH   SOLE   0 0 1,400
Nasdaq Inc COM 631103108 22,348 288,100 SH   SOLE   0 0 288,100
NetApp Inc COM 64110D104 123 2,800 SH   SOLE   0 0 2,800
Newmont Mining Corp COM 651639106 6,872 183,200 SH   SOLE   183,200 0 0
Noble Energy Inc COM 655044105 15,845 558,700 SH   SOLE   542,200 0 16,500
Norfolk Southern Corp COM 655844108 132 1,000 SH   SOLE   0 0 1,000
Norwegian Cruise Line Holdings COM G66721104 114 2,100 SH   SOLE   0 0 2,100
Nucor Corp COM 670346105 18,726 334,162 SH   SOLE   330,362 0 3,800
Occidental Petroleum Corp COM 674599105 18,345 285,700 SH   SOLE   251,600 0 34,100
Oceaneering International Inc COM 675232102 7,462 284,057 SH   SOLE   280,857 0 3,200
Oil States International Inc COM 678026105 13,494 532,300 SH   SOLE   520,100 0 12,200
Omnicom Group Inc COM 681919106 111 1,500 SH   SOLE   0 0 1,500
Oracle Corp COM 68389X105 1,480 30,600 SH   SOLE   11,200 0 19,400
PACCAR Inc COM 693718108 87 1,200 SH   SOLE   0 0 1,200
Petroleo Brasileiro SA COM 71654V408 6,859 683,200 SH   SOLE   683,200 0 0
PG&E Corp COM 69331C108 565 8,300 SH   SOLE   8,300 0 0
PetroChina Co Ltd COM 71646E100 5,496 85,733 SH   SOLE   85,733 0 0
Parker-Hannifin Corp COM 701094104 140 800 SH   SOLE   0 0 800
Patterson-UTI Energy Inc COM 703481101 8,051 384,500 SH   SOLE   369,600 0 14,900
PayPal Holdings Inc COM 70450Y103 39,775 621,200 SH   SOLE   0 0 621,200
Paychex Inc COM 704326107 1,577 26,300 SH   SOLE   24,200 0 2,100
Pembina Pipeline Corp COM 706327103 91 2,600 SH   SOLE   0 0 2,600
Pentair PLC COM G7S00T104 129 1,900 SH   SOLE   0 0 1,900
PepsiCo Inc COM 713448108 1,315 11,800 SH   SOLE   0 0 11,800
Pfizer Inc COM 717081103 11,990 335,841 SH   SOLE   300,200 0 35,641
Philip Morris International In COM 718172109 2,598 23,400 SH   SOLE   23,400 0 0
Phillips 66 COM 718546104 9,775 106,700 SH   SOLE   102,500 0 4,200
Pioneer Natural Resources Co COM 723787107 12,792 86,700 SH   SOLE   83,000 0 3,700
Plains GP Holdings LP COM 72651A207 105 4,800 SH   SOLE   0 0 4,800
Potash Corp of Saskatchewan In COM 73755L107 18,978 986,396 SH   SOLE   986,396 0 0
Priceline Group Inc/The COM 741503403 549 300 SH   SOLE   0 0 300
Procter & Gamble Co/The COM 742718109 17,385 191,088 SH   SOLE   164,500 0 26,588
Progressive Corp/The COM 743315103 2,169 44,800 SH   SOLE   0 0 44,800
Prudential Financial Inc COM 744320102 319 3,000 SH   SOLE   0 0 3,000
QUALCOMM Inc COM 747525103 10,715 206,700 SH   SOLE   0 0 206,700
Royal Dutch Shell PLC COM 780259206 37,260 615,050 SH   SOLE   615,050 0 0
RPC Inc COM 749660106 5,974 241,000 SH   SOLE   241,000 0 0
Rio Tinto PLC COM 767204100 49,104 1,040,564 SH   SOLE   1,040,564 0 0
Red Hat Inc COM 756577102 17,560 158,400 SH   SOLE   0 0 158,400
RenaissanceRe Holdings Ltd COM G7496G103 122 900 SH   SOLE   0 0 900
Republic Services Inc COM 760759100 126 1,900 SH   SOLE   0 0 1,900
ResMed Inc COM 761152107 1,701 22,100 SH   SOLE   0 0 22,100
Restaurant Brands Internationa COM 76131D103 121 1,900 SH   SOLE   0 0 1,900
Robert Half International Inc COM 770323103 141 2,800 SH   SOLE   0 0 2,800
Rogers Communications Inc COM 775109200 3,657 70,978 SH   SOLE   66,078 0 4,900
Ross Stores Inc COM 778296103 136 2,100 SH   SOLE   0 0 2,100
Rowan Cos Plc COM G7665A101 4,091 318,400 SH   SOLE   318,400 0 0
Royal Bank of Canada COM 780087102 333 4,300 SH   SOLE   0 0 4,300
Royal Caribbean Cruises Ltd COM V7780T103 119 1,000 SH   SOLE   0 0 1,000
S&P Global Inc COM 78409V104 125 800 SH   SOLE   0 0 800
SEI Investments Co COM 784117103 140 2,300 SH   SOLE   0 0 2,300
SL Green Realty Corp COM 78440X101 132 1,300 SH   SOLE   0 0 1,300
China Petroleum & Chemical Cor COM 16941R108 5,848 77,190 SH   SOLE   77,190 0 0
Simon Property Group Inc COM 828806109 547 3,400 SH   SOLE   0 0 3,400
SRC Energy Inc COM 78470V108 7,914 818,400 SH   SOLE   818,400 0 0
SVB Financial Group COM 78486Q101 1,553 8,300 SH   SOLE   0 0 8,300
SYNNEX Corp COM 87162W100 101 800 SH   SOLE   0 0 800
Sabre Corp COM 78573M104 107 5,900 SH   SOLE   0 0 5,900
Schlumberger Ltd COM 806857108 34,438 493,671 SH   SOLE   489,071 0 4,600
Scripps Networks Interactive I COM 811065101 155 1,800 SH   SOLE   0 0 1,800
Seagate Technology PLC COM G7945M107 3,380 101,900 SH   SOLE   98,200 0 3,700
Shaw Communications Inc COM 82028K200 94 4,100 SH   SOLE   0 0 4,100
Skyworks Solutions Inc COM 83088M102 112 1,100 SH   SOLE   0 0 1,100
Snap-on Inc COM 833034101 119 800 SH   SOLE   0 0 800
Southern Co/The COM 842587107 192 3,900 SH   SOLE   0 0 3,900
Southwest Airlines Co COM 844741108 123 2,200 SH   SOLE   0 0 2,200
Splunk Inc COM 848637104 15,558 234,200 SH   SOLE   0 0 234,200
Square Inc COM 852234103 50,239 1,743,800 SH   SOLE   0 0 1,743,800
Starbucks Corp COM 855244109 16,956 315,700 SH   SOLE   0 0 315,700
Steel Dynamics Inc COM 858119100 14,646 424,900 SH   SOLE   421,400 0 3,500
Summit Materials Inc COM 86614U100 1,746 54,500 SH   SOLE   0 0 54,500
SunTrust Banks Inc COM 867914103 126 2,100 SH   SOLE   0 0 2,100
Suncor Energy Inc COM 867224107 151 4,300 SH   SOLE   0 0 4,300
Suncor Energy Inc COM 867224107 20,100 573,800 SH   SOLE   558,700 0 15,100
Superior Energy Services Inc COM 868157108 13,012 1,218,392 SH   SOLE   1,193,392 0 25,000
Synchrony Financial COM 87165B103 130 4,200 SH   SOLE   0 0 4,200
Sysco Corp COM 871829107 129 2,400 SH   SOLE   0 0 2,400
T Rowe Price Group Inc COM 74144T108 3,789 41,800 SH   SOLE   40,000 0 1,800
TELUS Corp COM 87971M103 130 3,600 SH   SOLE   0 0 3,600
TJX Cos Inc/The COM 872540109 118 1,600 SH   SOLE   0 0 1,600
TOTAL SA COM 89151E109 37,299 696,912 SH   SOLE   696,912 0 0
Tahoe Resources Inc COM 873868103 5,105 968,630 SH   SOLE   968,630 0 0
Target Corp COM 87612E106 130 2,200 SH   SOLE   0 0 2,200
TechnipFMC PLC COM G87110105 11,507 412,132 SH   SOLE   404,732 0 7,400
Teck Resources Ltd COM 878742204 114 5,400 SH   SOLE   0 0 5,400
Teck Resources Ltd COM 878742204 7,577 359,251 SH   SOLE   359,251 0 0
Texas Instruments Inc COM 882508104 1,219 13,600 SH   SOLE   0 0 13,600
Thermo Fisher Scientific Inc COM 883556102 132 700 SH   SOLE   0 0 700
Time Warner Inc COM 887317303 534 5,211 SH   SOLE   0 0 5,211
Toronto-Dominion Bank/The COM 891160509 129 2,300 SH   SOLE   0 0 2,300
TransCanada Corp COM 89353D107 4,312 87,255 SH   SOLE   85,355 0 1,900
TransUnion COM 89400J107 18,696 395,600 SH   SOLE   0 0 395,600
Travelers Cos Inc/The COM 89417E109 282 2,300 SH   SOLE   0 0 2,300
Twenty-First Century Fox Inc COM 90130A101 127 4,800 SH   SOLE   0 0 4,800
Tyson Foods Inc COM 902494103 127 1,800 SH   SOLE   0 0 1,800
UBS Group AG COM H42097107 328 19,200 SH   SOLE   0 0 19,200
Union Pacific Corp COM 907818108 580 5,000 SH   SOLE   0 0 5,000
United Continental Holdings In COM 910047109 97 1,600 SH   SOLE   0 0 1,600
United Parcel Service Inc COM 911312106 132 1,100 SH   SOLE   0 0 1,100
United Rentals Inc COM 911363109 83 600 SH   SOLE   0 0 600
UnitedHealth Group Inc COM 91324P102 1,332 6,800 SH   SOLE   0 0 6,800
Universal Health Services Inc COM 913903100 78 700 SH   SOLE   0 0 700
Valero Energy Corp COM 91913Y100 6,739 87,600 SH   SOLE   79,500 0 8,100
Vantiv Inc COM 92210H105 141 2,000 SH   SOLE   0 0 2,000
VeriSign Inc COM 92343E102 106 1,000 SH   SOLE   0 0 1,000
Verizon Communications Inc COM 92343V104 693 14,000 SH   SOLE   0 0 14,000
Vermilion Energy Inc COM 923725105 149 4,200 SH   SOLE   0 0 4,200
Visa Inc COM 92826C839 13,986 132,900 SH   SOLE   5,500 0 127,400
WW Grainger Inc COM 384802104 126 700 SH   SOLE   0 0 700
Weyerhaeuser Co COM 962166104 23,760 698,207 SH   SOLE   694,407 0 3,800
Wal-Mart Stores Inc COM 931142103 824 10,549 SH   SOLE   0 0 10,549
Walgreens Boots Alliance Inc COM 931427108 154 2,000 SH   SOLE   0 0 2,000
Walt Disney Co/The COM 254687106 1,410 14,300 SH   SOLE   0 0 14,300
Waste Management Inc COM 94106L109 86 1,100 SH   SOLE   0 0 1,100
Weatherford International PLC COM G48833100 6,174 1,348,000 SH   SOLE   1,348,000 0 0
Wells Fargo & Co COM 949746101 1,246 22,600 SH   SOLE   0 0 22,600
Western Digital Corp COM 958102105 130 1,500 SH   SOLE   0 0 1,500
Western Union Co/The COM 959802109 111 5,800 SH   SOLE   0 0 5,800
Williams Cos Inc/The COM 969457100 123 4,100 SH   SOLE   0 0 4,100
Workday Inc COM 98138H101 12,362 117,300 SH   SOLE   0 0 117,300
Wyndham Worldwide Corp COM 98310W108 126 1,200 SH   SOLE   0 0 1,200
Xerox Corp COM 984121608 127 3,800 SH   SOLE   0 0 3,800
Xilinx Inc COM 983919101 170 2,400 SH   SOLE   0 0 2,400
athenahealth Inc COM 04685W103 35,144 282,600 SH   SOLE   0 0 282,600
salesforce.com Inc COM 79466L302 17,684 189,300 SH   SOLE   0 0 189,300