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
ABBOTT LABORATORIES Common Stock 002824100 337 2,906 SH   SOLE   2,906 0 0
ABBVIE INC Common Stock 00287Y109 122,000 1,083,099 SH   SOLE   1,083,099 0 0
ACCENTURE PLC Common Stock G1151C101 144,509 490,211 SH   SOLE   490,211 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 21,682 227,175 SH   SOLE   227,175 0 0
ADIENT PLC Common Stock G0084W101 97,578 2,158,815 SH   SOLE   2,158,815 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 29,980 51,192 SH   SOLE   51,192 0 0
AERCAP HOLDINGS NV Common Stock N00985106 141,494 2,763,012 SH   SOLE   2,763,012 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 36,008 243,608 SH   SOLE   243,608 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108 58,141 960,466 SH   SOLE   960,466 0 0
ALCON INC Common Stock H01301128 15,313 217,952 SH   SOLE   217,952 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 455,718 2,009,517 SH   SOLE   2,009,517 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 23,374 38,255 SH   SOLE   38,255 0 0
ALLIANCE DATA SYSTEMS CORP Common Stock 018581108 36,392 349,284 SH   SOLE   349,284 0 0
ALLY FINANCIAL INC Common Stock 02005N100 98,261 1,971,522 SH   SOLE   1,971,522 0 0
ALPHABET INC Common Stock 02079K305 1,132,898 463,962 SH   SOLE   463,962 0 0
AMAZON.COM INC Common Stock 023135106 972,630 282,728 SH   SOLE   282,728 0 0
AMEDISYS INC Common Stock 023436108 31,555 128,834 SH   SOLE   128,834 0 0
AMERICAN EXPRESS CO Common Stock 025816109 173,563 1,050,435 SH   SOLE   1,050,435 0 0
AMERICAN TOWER CORP REIT 03027X100 54,186 200,586 SH   SOLE   200,586 0 0
ANGLOGOLD ASHANTI LTD ADR 035128206 1,718 92,478 SH   SOLE   92,478 0 0
ANSYS INC Common Stock 03662Q105 131,855 379,921 SH   SOLE   379,921 0 0
ANTHEM INC Common Stock 036752103 129,337 338,757 SH   SOLE   338,757 0 0
APPLE INC Common Stock 037833100 652,683 4,765,498 SH   SOLE   4,765,498 0 0
APPLIED MATERIALS INC Common Stock 038222105 21,000 147,473 SH   SOLE   147,473 0 0
APTIV PLC Common Stock G6095L109 163,147 1,036,973 SH   SOLE   1,036,973 0 0
ARCH CAPITAL GROUP LTD Common Stock G0450A105 21,650 555,986 SH   SOLE   555,986 0 0
ARISTA NETWORKS INC Common Stock 040413106 49,004 135,254 SH   SOLE   135,254 0 0
ASML HOLDING NV NY Reg Shrs N07059210 30,732 44,485 SH   SOLE   44,485 0 0
AUTODESK INC Common Stock 052769106 335,532 1,149,475 SH   SOLE   1,149,475 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 155,536 783,081 SH   SOLE   783,081 0 0
AUTOZONE INC Common Stock 053332102 190,739 127,822 SH   SOLE   127,822 0 0
B2GOLD CORP Common Stock 11777Q209 45,378 10,805,982 SH   SOLE   10,805,982 0 0
BANK OF AMERICA CORP Common Stock 060505104 155,402 3,769,140 SH   SOLE   3,769,140 0 0
BARRICK GOLD CORP Common Stock 067901108 110,182 5,327,926 SH   SOLE   5,327,926 0 0
BECTON DICKINSON AND CO Common Stock 075887109 596,674 2,453,532 SH   SOLE   2,453,532 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 813,420 371,749 SH   SOLE   371,749 0 0
BORGWARNER INC Common Stock 099724106 92,458 1,904,770 SH   SOLE   1,904,770 0 0
BROADCOM INC Common Stock 11135F101 589,703 1,236,690 SH   SOLE   1,236,690 0 0
BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 80,793 500,173 SH   SOLE   500,173 0 0
BURFORD CAPITAL LTD Common Stock G17977110 21,117 2,032,404 SH   SOLE   2,032,404 0 0
CAMECO CORP Common Stock 13321L108 1,809 94,327 SH   SOLE   94,327 0 0
CARS.COM INC Common Stock 14575E105 72,501 5,059,380 SH   SOLE   5,059,380 0 0
CF INDUSTRIES HOLDINGS INC Common Stock 125269100 15,615 303,493 SH   SOLE   303,493 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 480,658 6,601,534 SH   SOLE   6,601,534 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 371,202 3,196,431 SH   SOLE   3,196,431 0 0
CHEMED CORP Common Stock 16359R103 79,540 167,630 SH   SOLE   167,630 0 0
CHUBB LTD Common Stock H1467J104 3,724 23,430 SH   SOLE   23,430 0 0
CISCO SYSTEMS INC/DELAWARE Common Stock 17275R102 522 9,844 SH   SOLE   9,844 0 0
CITIGROUP INC Common Stock 172967424 654,717 9,253,951 SH   SOLE   9,253,951 0 0
CLIFFS NATURAL RESOURCES INC Common Stock 185899101 13,615 631,512 SH   SOLE   631,512 0 0
CME GROUP INC/IL Common Stock 12572Q105 77,058 362,318 SH   SOLE   362,318 0 0
COCA-COLA EUROPACIFIC PARTNERS Common Stock G25839104 259,570 4,375,767 SH   SOLE   4,375,767 0 0
CONCENTRIX CORP Common Stock 20602D101 355,625 2,211,600 SH   SOLE   2,211,600 0 0
CONOCOPHILLIPS Common Stock 20825C104 26,965 442,775 SH   SOLE   442,775 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108 54,568 233,307 SH   SOLE   233,307 0 0
CORTEVA INC Common Stock 22052L104 7,980 179,928 SH   SOLE   179,928 0 0
CROWN CASTLE INTERNATIONAL COR REIT 22822V101 123,145 631,188 SH   SOLE   631,188 0 0
CTRIP.COM INTERNATIONAL LTD ADR 89677Q107 107,222 3,023,751 SH   SOLE   3,023,751 0 0
DANAHER CORP Common Stock 235851102 861 3,209 SH   SOLE   3,209 0 0
DAQO NEW ENERGY CORP ADR 23703Q203 56,889 874,943 SH   SOLE   874,943 0 0
DENTSPLY SIRONA INC Common Stock 24906P109 165,182 2,611,157 SH   SOLE   2,611,157 0 0
DESCARTES SYSTEMS GROUP INC/TH Common Stock 249906108 38,488 555,924 SH   SOLE   555,924 0 0
DIAGEO PLC ADR 25243Q205 10 51 SH   SOLE   51 0 0
DIGITAL REALTY TRUST INC REIT 253868103 21,817 145,000 SH   SOLE   145,000 0 0
DOLLAR GENERAL CORP Common Stock 256677105 21,620 99,914 SH   SOLE   99,914 0 0
DR HORTON INC Common Stock 23331A109 5,536 61,258 SH   SOLE   61,258 0 0
DR REDDY'S LABORATORIES LTD ADR 256135203 1,252 17,036 SH   SOLE   17,036 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 248,915 2,132,033 SH   SOLE   2,132,033 0 0
EBAY INC Common Stock 278642103 365,245 5,202,174 SH   SOLE   5,202,174 0 0
ECOLAB INC Common Stock 278865100 16,361 79,436 SH   SOLE   79,436 0 0
ELECTRONIC ARTS INC Common Stock 285512109 525,218 3,651,661 SH   SOLE   3,651,661 0 0
ESSENT GROUP LTD Common Stock G3198U102 54,405 1,210,345 SH   SOLE   1,210,345 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 755,154 2,374,102 SH   SOLE   2,374,102 0 0
FACEBOOK INC Common Stock 30303M102 645,012 1,855,030 SH   SOLE   1,855,030 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 329,743 982,517 SH   SOLE   982,517 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 78,375 1,803,389 SH   SOLE   1,803,389 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 121,041 1,941,323 SH   SOLE   1,941,323 0 0
FOX CORP Common Stock 35137L105 344,931 9,289,814 SH   SOLE   9,289,814 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 210,894 5,682,942 SH   SOLE   5,682,942 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 51,706 1,116,031 SH   SOLE   1,116,031 0 0
GENERAC HOLDINGS INC Common Stock 368736104 267,303 643,870 SH   SOLE   643,870 0 0
GENERAL MOTORS CO Common Stock 37045V100 215,094 3,635,195 SH   SOLE   3,635,195 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 263,729 694,882 SH   SOLE   694,882 0 0
GREENLIGHT CAPITAL RE LTD Common Stock G4095J109 6,625 725,643 SH   SOLE   725,643 0 0
H&R BLOCK INC Common Stock 093671105 3,001 127,800 SH   SOLE   127,800 0 0
HDFC BANK LTD ADR 40415F101 165,014 2,256,761 SH   SOLE   2,256,761 0 0
HELMERICH & PAYNE INC Common Stock 423452101 18,046 553,055 SH   SOLE   553,055 0 0
HESS CORP Common Stock 42809H107 120,871 1,384,232 SH   SOLE   1,384,232 0 0
HOME DEPOT INC/THE Common Stock 437076102 99,964 313,476 SH   SOLE   313,476 0 0
IAMGOLD CORP Common Stock 450913108 16,926 5,737,733 SH   SOLE   5,737,733 0 0
ICON PLC Common Stock G4705A100 289,772 1,401,830 SH   SOLE   1,401,830 0 0
INFOSYS LTD ADR 456788108 285,629 13,479,420 SH   SOLE   13,479,420 0 0
INGERSOLL RAND INC Common Stock 45687V106 116,760 2,392,130 SH   SOLE   2,392,130 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 343,843 2,896,740 SH   SOLE   2,896,740 0 0
INTERCONTINENTAL HOTELS ADR ADR 45857P806 5 73 SH   SOLE   73 0 0
INTUIT INC Common Stock 461202103 800,520 1,633,147 SH   SOLE   1,633,147 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 220,927 911,715 SH   SOLE   911,715 0 0
ISHARES MSCI CHINA A ETF ETP 46434V514 2,307 52,029 SH   SOLE   52,029 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 116,047 2,622,539 SH   SOLE   2,622,539 0 0
ISHARES MSCI SOUTH KOREA ETF ETP 464286772 4,945 53,071 SH   SOLE   53,071 0 0
ITRON INC Common Stock 465741106 116,506 1,165,293 SH   SOLE   1,165,293 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 211,054 1,581,879 SH   SOLE   1,581,879 0 0
JOHNSON & JOHNSON Common Stock 478160104 983,481 5,969,898 SH   SOLE   5,969,898 0 0
JPMORGAN CHASE & CO Common Stock 46625H100 32,147 206,679 SH   SOLE   206,679 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 474,657 3,074,007 SH   SOLE   3,074,007 0 0
KINROSS GOLD CORP Common Stock 496902404 49,700 7,827,160 SH   SOLE   7,827,160 0 0
KIRKLAND LAKE GOLD LTD Common Stock 49741E100 105,436 2,733,119 SH   SOLE   2,733,119 0 0
KLA-TENCOR CORP Common Stock 482480100 56,551 174,428 SH   SOLE   174,428 0 0
KOSMOS ENERGY LTD Common Stock 500688106 7,301 2,110,070 SH   SOLE   2,110,070 0 0
LAM RESEARCH CORP Common Stock 512807108 145,070 222,944 SH   SOLE   222,944 0 0
LANDSTAR SYSTEM INC Common Stock 515098101 39,966 252,918 SH   SOLE   252,918 0 0
LEAR CORP Common Stock 521865204 242,080 1,381,104 SH   SOLE   1,381,104 0 0
LINCOLN NATIONAL CORP Common Stock 534187109 59,695 949,957 SH   SOLE   949,957 0 0
LOCKHEED MARTIN CORP Common Stock 539830109 24,476 64,692 SH   SOLE   64,692 0 0
LYONDELLBASELL INDUSTRIES NV Common Stock N53745100 159,866 1,554,059 SH   SOLE   1,554,059 0 0
MAKEMYTRIP LTD Common Stock V5633W109 20,309 675,838 SH   SOLE   675,838 0 0
MARATHON PETROLEUM CORP Common Stock 56585A102 14,343 237,383 SH   SOLE   237,383 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 151,994 1,080,427 SH   SOLE   1,080,427 0 0
MASTERCARD INC Common Stock 57636Q104 487,721 1,335,892 SH   SOLE   1,335,892 0 0
MBIA INC Common Stock 55262C100 4,085 371,386 SH   SOLE   371,386 0 0
MCKESSON CORP Common Stock 58155Q103 135,512 708,598 SH   SOLE   708,598 0 0
MEDTRONIC PLC Common Stock G5960L103 463,368 3,732,923 SH   SOLE   3,732,923 0 0
MERCK & CO INC Common Stock 58933Y105 102,632 1,319,681 SH   SOLE   1,319,681 0 0
MGIC INVESTMENT CORP Common Stock 552848103 12,953 952,400 SH   SOLE   952,400 0 0
MICROSOFT CORP Common Stock 594918104 2,384,086 8,800,614 SH   SOLE   8,800,614 0 0
MODERNA INC Common Stock 60770K107 17,418 74,125 SH   SOLE   74,125 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 272,890 4,370,442 SH   SOLE   4,370,442 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 13,881 151,956 SH   SOLE   151,956 0 0
MOODY'S CORP Common Stock 615369105 1,007,900 2,781,410 SH   SOLE   2,781,410 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 184,340 2,010,471 SH   SOLE   2,010,471 0 0
MSCI INC Common Stock 55354G100 16,192 30,375 SH   SOLE   30,375 0 0
NASDAQ OMX GROUP INC/THE Common Stock 631103108 49,584 282,050 SH   SOLE   282,050 0 0
NET 1 UEPS TECHNOLOGIES INC Common Stock 64107N206 1,243 263,840 SH   SOLE   263,840 0 0
NETAPP INC Common Stock 64110D104 280,865 3,432,715 SH   SOLE   3,432,715 0 0
NETEASE INC ADR 64110W102 476,008 4,130,218 SH   SOLE   4,130,218 0 0
NEWMONT CORP Common Stock 651639106 132,110 2,084,416 SH   SOLE   2,084,416 0 0
NEXTERA ENERGY INC Common Stock 65339F101 266,000 3,629,916 SH   SOLE   3,629,916 0 0
NIKE INC Common Stock 654106103 438,764 2,840,083 SH   SOLE   2,840,083 0 0
NMI HOLDINGS INC Common Stock 629209305 11,571 514,729 SH   SOLE   514,729 0 0
NOMAD FOODS LTD Common Stock G6564A105 231,014 8,171,710 SH   SOLE   8,171,710 0 0
NORTHERN TRUST CORP Common Stock 665859104 61,309 530,264 SH   SOLE   530,264 0 0
NORTHROP GRUMMAN CORP Common Stock 666807102 26,498 72,911 SH   SOLE   72,911 0 0
NOV INC Common Stock 62955J103 59,120 3,859,034 SH   SOLE   3,859,034 0 0
NUTRIEN LTD Common Stock 67077M108 23,429 386,261 SH   SOLE   386,261 0 0
NVIDIA CORP Common Stock 67066G104 102,393 127,975 SH   SOLE   127,975 0 0
NVR INC Common Stock 62944T105 7,997 1,608 SH   SOLE   1,608 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 281,432 1,368,032 SH   SOLE   1,368,032 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 23,106 40,809 SH   SOLE   40,809 0 0
PAN AMERICAN SILVER CORP Common Stock 697900108 44,907 1,571,839 SH   SOLE   1,571,839 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 311,152 1,067,490 SH   SOLE   1,067,490 0 0
PENTAIR PLC Common Stock G7S00T104 189,055 2,801,232 SH   SOLE   2,801,232 0 0
PEPSICO INC Common Stock 713448108 52,672 355,485 SH   SOLE   355,485 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 615,205 6,207,298 SH   SOLE   6,207,298 0 0
PHILLIPS 66 Common Stock 718546104 19,283 224,695 SH   SOLE   224,695 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 345,013 2,122,897 SH   SOLE   2,122,897 0 0
PLATINUM GROUP METALS LTD Common Stock 72765Q882 1,240 339,711 SH   SOLE   339,711 0 0
PRETIUM RESOURCES INC Common Stock 74139C102 23,402 2,443,378 SH   SOLE   2,443,378 0 0
PROCTER & GAMBLE CO/THE Common Stock 742718109 115,809 858,291 SH   SOLE   858,291 0 0
PROLOGIS INC REIT 74340W103 29,353 245,572 SH   SOLE   245,572 0 0
RADIAN GROUP INC Common Stock 750236101 5,008 225,069 SH   SOLE   225,069 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 291,337 3,415,043 SH   SOLE   3,415,043 0 0
REINSURANCE GROUP OF AMERICA I Common Stock 759351604 2,624 23,017 SH   SOLE   23,017 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 163,203 5,440,103 SH   SOLE   5,440,103 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 66,189 231,414 SH   SOLE   231,414 0 0
RYANAIR HOLDINGS PLC ADR 783513203 2,414 22,304 SH   SOLE   22,304 0 0
S&P GLOBAL INC Common Stock 78409V104 580,927 1,415,341 SH   SOLE   1,415,341 0 0
SABRE CORP Common Stock 78573M104 36,537 2,927,632 SH   SOLE   2,927,632 0 0
SAP SE ADR 803054204 29 203 SH   SOLE   203 0 0
SIMON PROPERTY GROUP INC REIT 828806109 43,744 335,257 SH   SOLE   335,257 0 0
SIX FLAGS ENTERTAINMENT CORP Common Stock 83001A102 96,780 2,236,148 SH   SOLE   2,236,148 0 0
SPROTT PHYSICAL SILVER TRUST Closed-End Fund 85207K107 10,556 1,137,493 SH   SOLE   1,137,493 0 0
SPROUTS FARMERS MARKET INC Common Stock 85208M102 85,653 3,446,797 SH   SOLE   3,446,797 0 0
SSR MINING INC Common Stock 784730103 56,524 3,624,027 SH   SOLE   3,624,027 0 0
STATE STREET CORP Common Stock 857477103 258,872 3,146,227 SH   SOLE   3,146,227 0 0
STEEL DYNAMICS INC Common Stock 858119100 14,102 236,618 SH   SOLE   236,618 0 0
STERIS PLC Common Stock G8473T100 66,236 321,067 SH   SOLE   321,067 0 0
STRYKER CORP Common Stock 863667101 13,531 52,097 SH   SOLE   52,097 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 258,761 465,037 SH   SOLE   465,037 0 0
SYNNEX CORP Common Stock 87162W100 50,892 417,967 SH   SOLE   417,967 0 0
SYNOPSYS INC Common Stock 871607107 284,047 1,029,939 SH   SOLE   1,029,939 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 429,175 3,571,699 SH   SOLE   3,571,699 0 0
TE CONNECTIVITY LTD Common Stock H84989104 206,572 1,527,783 SH   SOLE   1,527,783 0 0
TENCENT MUSIC ENTERTAINMENT GR ADR 88034P109 334,711 21,622,128 SH   SOLE   21,622,128 0 0
TERNIUM SA ADR 880890108 66,638 1,732,662 SH   SOLE   1,732,662 0 0
TEXAS ROADHOUSE INC Common Stock 882681109 32,518 338,029 SH   SOLE   338,029 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 268,296 531,837 SH   SOLE   531,837 0 0
TJX COS INC/THE Common Stock 872540109 17,627 261,450 SH   SOLE   261,450 0 0
TRADEWEB MARKETS INC Common Stock 892672106 16,729 197,832 SH   SOLE   197,832 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 468,217 2,542,725 SH   SOLE   2,542,725 0 0
TRANSUNION Common Stock 89400J107 206,560 1,881,071 SH   SOLE   1,881,071 0 0
TWITTER INC Common Stock 90184L102 128,013 1,860,389 SH   SOLE   1,860,389 0 0
UNILEVER PLC ADR 904767704 17 296 SH   SOLE   296 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 579,184 1,446,370 SH   SOLE   1,446,370 0 0
VALE SA ADR 91912E105 175,610 7,698,816 SH   SOLE   7,698,816 0 0
VALERO ENERGY CORP Common Stock 91913Y100 21,540 275,874 SH   SOLE   275,874 0 0
VENTAS INC REIT 92276F100 11,105 194,483 SH   SOLE   194,483 0 0
VERISIGN INC Common Stock 92343E102 746,193 3,277,233 SH   SOLE   3,277,233 0 0
VIACOMCBS INC Common Stock 92556H206 1,743 38,567 SH   SOLE   38,567 0 0
VISA INC Common Stock 92826C839 1,569,954 6,714,371 SH   SOLE   6,714,371 0 0
WALGREENS BOOTS ALLIANCE INC Common Stock 931427108 3,322 63,136 SH   SOLE   63,136 0 0
WASTE MANAGEMENT INC Common Stock 94106L109 236,745 1,689,707 SH   SOLE   1,689,707 0 0
WATSCO INC Common Stock 942622200 58,183 202,984 SH   SOLE   202,984 0 0
WELBILT INC Common Stock 949090104 50,439 2,178,795 SH   SOLE   2,178,795 0 0
WEST FRASER TIMBER CO LTD Common Stock 952845105 7,374 102,614 SH   SOLE   102,614 0 0
WHEATON PRECIOUS METALS CORP Common Stock 962879102 52,066 1,181,439 SH   SOLE   1,181,439 0 0
WIPRO LTD ADR 97651M109 8,380 1,072,971 SH   SOLE   1,072,971 0 0
XTRACKERS HARVEST CSI 300 CHIN ETP 233051879 1,360 33,549 SH   SOLE   33,549 0 0
YUM CHINA HOLDINGS INC Common Stock 98850P109 117,495 1,790,744 SH   SOLE   1,790,744 0 0
ZOETIS INC Common Stock 98978V103 14,327 76,880 SH   SOLE   76,880 0 0