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
3M CO Common Stock 88579Y101 179,711 852,884 SH   SOLE   852,884 0 0
ABBOTT LABORATORIES Common Stock 002824100 213 2,906 SH   SOLE   2,906 0 0
ABERCROMBIE & FITCH CO Common Stock 002896207 2,665 126,197 SH   SOLE   126,197 0 0
ACUITY BRANDS INC Common Stock 00508Y102 4,459 28,366 SH   SOLE   28,366 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 226 838 SH   SOLE   838 0 0
ADVANCE AUTO PARTS INC Common Stock 00751Y106 32,840 195,094 SH   SOLE   195,094 0 0
ADVANCED ENERGY INDUSTRIES INC Common Stock 007973100 2,281 44,160 SH   SOLE   44,160 0 0
AFLAC INC Common Stock 001055102 168,392 3,577,470 SH   SOLE   3,577,470 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108 37,280 1,092,209 SH   SOLE   1,092,209 0 0
ALEXANDRIA REAL ESTATE EQUITIE REIT 015271109 1,443 11,469 SH   SOLE   11,469 0 0
ALEXION PHARMACEUTICALS INC Common Stock 015351109 190,055 1,367,202 SH   SOLE   1,367,202 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 831,275 5,045,366 SH   SOLE   5,045,366 0 0
ALLY FINANCIAL INC Common Stock 02005N100 56,585 2,139,336 SH   SOLE   2,139,336 0 0
ALPHABET INC Common Stock 02079K107 17,569 14,721 SH   SOLE   14,721 0 0
ALPHABET INC Common Stock 02079K305 681,394 564,498 SH   SOLE   564,498 0 0
ALTRIA GROUP INC Common Stock 02209S103 114,616 1,900,448 SH   SOLE   1,900,448 0 0
AMAZON.COM INC Common Stock 023135106 415,741 207,559 SH   SOLE   207,559 0 0
AMC NETWORKS INC Common Stock 00164V103 161,732 2,437,927 SH   SOLE   2,437,927 0 0
AMERICAN EXPRESS CO Common Stock 025816109 38,900 365,292 SH   SOLE   365,292 0 0
AMERICAN FINANCIAL GROUP INC/O Common Stock 025932104 142,868 1,287,448 SH   SOLE   1,287,448 0 0
AMERICAN HOMES 4 RENT REIT 02665T306 1,149 52,500 SH   SOLE   52,500 0 0
AMERICAN TOWER CORP REIT 03027X100 1,537 10,578 SH   SOLE   10,578 0 0
ANDEAVOR Common Stock 03349M105 36,088 235,104 SH   SOLE   235,104 0 0
ANHEUSER-BUSCH INBEV SA/NV ADR 03524A108 86,212 984,491 SH   SOLE   984,491 0 0
AO SMITH CORP Common Stock 831865209 20,444 383,056 SH   SOLE   383,056 0 0
APACHE CORP Common Stock 037411105 7,532 157,996 SH   SOLE   157,996 0 0
APPLE INC Common Stock 037833100 346,001 1,532,739 SH   SOLE   1,532,739 0 0
ARCH CAPITAL GROUP LTD Common Stock G0450A105 31,937 1,071,349 SH   SOLE   1,071,349 0 0
ARCO PLATFORM LTD Common Stock G04553106 114 5,000 SH   SOLE   5,000 0 0
ARCOS DORADOS HOLDINGS INC Common Stock G0457F107 8,460 1,353,597 SH   SOLE   1,353,597 0 0
ARTHUR J GALLAGHER & CO Common Stock 363576109 11,595 155,768 SH   SOLE   155,768 0 0
ASML HOLDING NV NY Reg Shrs N07059210 3,731 19,841 SH   SOLE   19,841 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 27,741 184,131 SH   SOLE   184,131 0 0
AUTOZONE INC Common Stock 053332102 30,184 38,912 SH   SOLE   38,912 0 0
AVALONBAY COMMUNITIES INC REIT 053484101 1,996 11,019 SH   SOLE   11,019 0 0
AVON PRODUCTS INC Common Stock 054303102 22,071 10,032,464 SH   SOLE   10,032,464 0 0
B2GOLD CORP Common Stock 11777Q209 19,481 8,564,922 SH   SOLE   8,564,922 0 0
BAIDU INC ADR 056752108 472,745 2,067,279 SH   SOLE   2,067,279 0 0
BANK OF AMERICA CORP Common Stock 060505104 494,635 16,790,066 SH   SOLE   16,790,066 0 0
BANK OF NEW YORK MELLON CORP Common Stock 064058100 14,403 282,464 SH   SOLE   282,464 0 0
BARRICK GOLD CORP Common Stock 067901108 35,541 3,208,450 SH   SOLE   3,208,450 0 0
BECTON DICKINSON AND CO Common Stock 075887109 164,152 628,934 SH   SOLE   628,934 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 791,297 398,839 SH   SOLE   398,839 0 0
BOSTON PROPERTIES INC REIT 101121101 1,152 9,356 SH   SOLE   9,356 0 0
BRIGHTHOUSE FINANCIAL INC Common Stock 10922N103 6,965 157,429 SH   SOLE   157,429 0 0
BRITISH AMERICAN TOBACCO PLC ADR 110448107 1,107 23,740 SH   SOLE   23,740 0 0
BRIXMOR PROPERTY GROUP INC REIT 11120U105 837 47,821 SH   SOLE   47,821 0 0
BROADCOM INC Common Stock 11135F101 469,199 1,901,669 SH   SOLE   1,901,669 0 0
BUNGE LTD Common Stock G16962105 2,219 32,297 SH   SOLE   32,297 0 0
CABOT OIL & GAS CORP Common Stock 127097103 16,198 719,284 SH   SOLE   719,284 0 0
CANADIAN IMPERIAL BANK OF COMM Common Stock 136069101 10,501 112,150 SH   SOLE   112,150 0 0
CANADIAN NATURAL RESOURCES LTD Common Stock 136385101 47,083 1,442,179 SH   SOLE   1,442,179 0 0
CARNIVAL CORP Common Stock 143658300 545 8,542 SH   SOLE   8,542 0 0
CARS.COM INC Common Stock 14575E105 123,590 4,476,290 SH   SOLE   4,476,290 0 0
CBS CORP Common Stock 124857202 212,527 3,699,330 SH   SOLE   3,699,330 0 0
CEMEX SAB DE CV ADR 151290889 89,774 12,751,993 SH   SOLE   12,751,993 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 199,460 4,058,184 SH   SOLE   4,058,184 0 0
CHEMED CORP Common Stock 16359R103 75,233 235,413 SH   SOLE   235,413 0 0
CHEVRON CORP Common Stock 166764100 195,137 1,595,819 SH   SOLE   1,595,819 0 0
CIA DE MINAS BUENAVENTURA SAA ADR 204448104 19,973 1,489,433 SH   SOLE   1,489,433 0 0
CIGNA CORP Common Stock 125509109 147,052 706,131 SH   SOLE   706,131 0 0
CIMAREX ENERGY CO Common Stock 171798101 16,081 173,024 SH   SOLE   173,024 0 0
CISCO SYSTEMS INC Common Stock 17275R102 12,840 263,932 SH   SOLE   263,932 0 0
CITIGROUP INC Common Stock 172967424 671,153 9,355,349 SH   SOLE   9,355,349 0 0
CITIZENS FINANCIAL GROUP INC Common Stock 174610105 7,246 187,861 SH   SOLE   187,861 0 0
CME GROUP INC/IL Common Stock 12572Q105 99,118 582,328 SH   SOLE   582,328 0 0
COCA-COLA CO/THE Common Stock 191216100 379 8,207 SH   SOLE   8,207 0 0
COEUR MINING INC Common Stock 192108504 14,012 2,628,873 SH   SOLE   2,628,873 0 0
COLGATE-PALMOLIVE CO Common Stock 194162103 86,347 1,289,725 SH   SOLE   1,289,725 0 0
COMCAST CORP Common Stock 20030N101 397,939 11,238,029 SH   SOLE   11,238,029 0 0
CONCHO RESOURCES INC Common Stock 20605P101 8,625 56,465 SH   SOLE   56,465 0 0
CONDUENT INC Common Stock 206787103 65,582 2,912,185 SH   SOLE   2,912,185 0 0
CONOCOPHILLIPS Common Stock 20825C104 7,742 100,023 SH   SOLE   100,023 0 0
COPA HOLDINGS SA Common Stock P31076105 9,468 118,585 SH   SOLE   118,585 0 0
CREDICORP LTD Common Stock G2519Y108 31,731 142,242 SH   SOLE   142,242 0 0
CYRUSONE INC REIT 23283R100 1,067 16,836 SH   SOLE   16,836 0 0
DAVITA INC Common Stock 23918K108 99,341 1,386,866 SH   SOLE   1,386,866 0 0
DEERE & CO Common Stock 244199105 48,912 325,362 SH   SOLE   325,362 0 0
DELTA AIR LINES INC Common Stock 247361702 251,217 4,344,057 SH   SOLE   4,344,057 0 0
DEVON ENERGY CORP Common Stock 25179M103 17,506 438,310 SH   SOLE   438,310 0 0
DIAMONDBACK ENERGY INC Common Stock 25278X109 8,523 63,044 SH   SOLE   63,044 0 0
DIGITAL REALTY TRUST INC REIT 253868103 1,091 9,700 SH   SOLE   9,700 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108 222,608 2,911,814 SH   SOLE   2,911,814 0 0
DOLLAR GENERAL CORP Common Stock 256677105 22,714 207,809 SH   SOLE   207,809 0 0
DOWDUPONT INC Common Stock 26078J100 298,549 4,642,346 SH   SOLE   4,642,346 0 0
DR HORTON INC Common Stock 23331A109 29,069 689,166 SH   SOLE   689,166 0 0
DR PEPPER SNAPPLE GROUP INC Common Stock 49271V100 4,640 200,264 SH   SOLE   200,264 0 0
DUN & BRADSTREET CORP/THE Common Stock 26483E100 23,246 163,120 SH   SOLE   163,120 0 0
DXC TECHNOLOGY CO Common Stock 23355L106 354,190 3,787,323 SH   SOLE   3,787,323 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 8,340 87,124 SH   SOLE   87,124 0 0
EBAY INC Common Stock 278642103 435 13,188 SH   SOLE   13,188 0 0
ELI LILLY & CO Common Stock 532457108 288,253 2,686,169 SH   SOLE   2,686,169 0 0
ENCANA CORP Common Stock 292505104 7,032 536,860 SH   SOLE   536,860 0 0
ENERGEN CORP Common Stock 29265N108 9,654 112,031 SH   SOLE   112,031 0 0
EOG RESOURCES INC Common Stock 26875P101 7,146 56,016 SH   SOLE   56,016 0 0
EQT CORP Common Stock 26884L109 6,353 143,640 SH   SOLE   143,640 0 0
ESSENT GROUP LTD Common Stock G3198U102 34,823 786,969 SH   SOLE   786,969 0 0
ESSEX PROPERTY TRUST INC REIT 297178105 2,048 8,300 SH   SOLE   8,300 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 120,233 827,365 SH   SOLE   827,365 0 0
EXTENDED STAY AMERICA INC Unit 30224P200 165,919 8,201,633 SH   SOLE   8,201,633 0 0
EXTRA SPACE STORAGE INC REIT 30225T102 546 6,300 SH   SOLE   6,300 0 0
EXXON MOBIL CORP Common Stock 30231G102 7,518 88,422 SH   SOLE   88,422 0 0
F5 NETWORKS INC Common Stock 315616102 26,046 130,609 SH   SOLE   130,609 0 0
FACEBOOK INC Common Stock 30303M102 5,853 35,592 SH   SOLE   35,592 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 174,736 781,084 SH   SOLE   781,084 0 0
FIDELITY NATIONAL FINANCIAL IN Common Stock 31620R303 118,545 3,012,570 SH   SOLE   3,012,570 0 0
FIFTH THIRD BANCORP Common Stock 316773100 7,203 258,000 SH   SOLE   258,000 0 0
FIRST SOLAR INC Common Stock 336433107 3,035 62,678 SH   SOLE   62,678 0 0
FOOT LOCKER INC Common Stock 344849104 189,675 3,720,585 SH   SOLE   3,720,585 0 0
FRANCO-NEVADA CORP Common Stock 351858105 20,620 329,864 SH   SOLE   329,864 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 68,064 1,930,903 SH   SOLE   1,930,903 0 0
GENERAC HOLDINGS INC Common Stock 368736104 78,098 1,384,465 SH   SOLE   1,384,465 0 0
GEOPARK LTD Common Stock G38327105 42,220 2,069,629 SH   SOLE   2,069,629 0 0
GLOBAL X SILVER MINERS ETF ETP 37954Y848 16,143 666,250 SH   SOLE   666,250 0 0
GOLD FIELDS ADR 38059T106 2,967 1,225,876 SH   SOLE   1,225,876 0 0
GOLDCORP INC Common Stock 380956409 40,072 3,928,649 SH   SOLE   3,928,649 0 0
GOLDMAN SACHS GROUP INC/THE Common Stock 38141G104 221,097 985,982 SH   SOLE   985,982 0 0
GRAFTECH INTERNATIONAL LTD Common Stock 384313508 6,781 347,562 SH   SOLE   347,562 0 0
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 31,377 152,962 SH   SOLE   152,962 0 0
GRUPO SUPERVIELLE SA ADR 40054A108 7,987 1,041,307 SH   SOLE   1,041,307 0 0
HALLIBURTON CO Common Stock 406216101 8,995 221,930 SH   SOLE   221,930 0 0
HANESBRANDS INC Common Stock 410345102 158,494 8,599,810 SH   SOLE   8,599,810 0 0
HANNON ARMSTRONG SUSTAINABLE I REIT 41068X100 5,967 277,916 SH   SOLE   277,916 0 0
HASBRO INC Common Stock 418056107 16,412 156,125 SH   SOLE   156,125 0 0
HDFC BANK LTD ADR 40415F101 5,188 55,130 SH   SOLE   55,130 0 0
HEALTHSOUTH CORP Common Stock 29261A100 12,236 156,972 SH   SOLE   156,972 0 0
HEICO CORP Common Stock 422806109 23 250 SH   SOLE   250 0 0
HELMERICH & PAYNE INC Common Stock 423452101 24,839 361,190 SH   SOLE   361,190 0 0
HESS CORP Common Stock 42809H107 158,685 2,216,897 SH   SOLE   2,216,897 0 0
HOLLYFRONTIER CORP Common Stock 436106108 6,794 97,200 SH   SOLE   97,200 0 0
HOME DEPOT INC/THE Common Stock 437076102 27,046 130,560 SH   SOLE   130,560 0 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 424,621 2,551,806 SH   SOLE   2,551,806 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 1,211 57,400 SH   SOLE   57,400 0 0
HP INC Common Stock 40434L105 218,902 8,494,461 SH   SOLE   8,494,461 0 0
HUDSON PACIFIC PROPERTIES INC REIT 444097109 752 22,972 SH   SOLE   22,972 0 0
IAMGOLD CORP Common Stock 450913108 6,989 1,899,320 SH   SOLE   1,899,320 0 0
ILLINOIS TOOL WORKS INC Common Stock 452308109 33,586 237,994 SH   SOLE   237,994 0 0
INFOSYS LTD ADR 456788108 327,454 32,198,015 SH   SOLE   32,198,015 0 0
INTERPUBLIC GROUP OF COS INC/T Common Stock 460690100 216 9,441 SH   SOLE   9,441 0 0
INTUIT INC Common Stock 461202103 235,832 1,037,079 SH   SOLE   1,037,079 0 0
ITAU UNIBANCO HOLDING SA ADR 465562106 25,198 2,294,926 SH   SOLE   2,294,926 0 0
ITRON INC Common Stock 465741106 5,063 78,856 SH   SOLE   78,856 0 0
JACK HENRY & ASSOCIATES INC Common Stock 426281101 30,366 189,693 SH   SOLE   189,693 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 129,853 1,697,424 SH   SOLE   1,697,424 0 0
JOHNSON & JOHNSON Common Stock 478160104 769,456 5,568,907 SH   SOLE   5,568,907 0 0
KB HOME Common Stock 48666K109 25,884 1,082,568 SH   SOLE   1,082,568 0 0
KIMCO REALTY CORP REIT 49446R109 1,184 70,700 SH   SOLE   70,700 0 0
KINROSS GOLD CORP Common Stock 496902404 24,538 9,069,659 SH   SOLE   9,069,659 0 0
KIRKLAND LAKE GOLD LTD Common Stock 49741E100 21,227 1,120,849 SH   SOLE   1,120,849 0 0
KLA-TENCOR CORP Common Stock 482480100 7,908 77,752 SH   SOLE   77,752 0 0
LAM RESEARCH CORP Common Stock 512807108 51,096 336,824 SH   SOLE   336,824 0 0
LAS VEGAS SANDS CORP Common Stock 517834107 192,686 3,247,705 SH   SOLE   3,247,705 0 0
LEAR CORP Common Stock 521865204 92,734 639,543 SH   SOLE   639,543 0 0
LENNAR CORP Common Stock 526057104 26,080 558,577 SH   SOLE   558,577 0 0
LINCOLN NATIONAL CORP Common Stock 534187109 53,641 792,804 SH   SOLE   792,804 0 0
LOCKHEED MARTIN CORP Common Stock 539830109 15,407 44,534 SH   SOLE   44,534 0 0
LOUISIANA-PACIFIC CORP Common Stock 546347105 3,232 122,026 SH   SOLE   122,026 0 0
MAG SILVER CORP Common Stock 55903Q104 2,005 248,255 SH   SOLE   248,255 0 0
MARATHON OIL CORP Common Stock 565849106 7,946 341,303 SH   SOLE   341,303 0 0
MARATHON PETROLEUM CORP Common Stock 56585A102 7,119 89,016 SH   SOLE   89,016 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 208,426 2,519,657 SH   SOLE   2,519,657 0 0
MASTERCARD INC Common Stock 57636Q104 115,124 517,154 SH   SOLE   517,154 0 0
MERCK & CO INC Common Stock 58933Y105 285,197 4,020,258 SH   SOLE   4,020,258 0 0
MGIC INVESTMENT CORP Common Stock 552848103 36,046 2,708,174 SH   SOLE   2,708,174 0 0
MICROSOFT CORP Common Stock 594918104 1,279,341 11,185,988 SH   SOLE   11,185,988 0 0
MICROSTRATEGY INC Common Stock 594972408 20,532 146,010 SH   SOLE   146,010 0 0
MID-AMERICA APARTMENT COMMUNIT REIT 59522J103 1,144 11,419 SH   SOLE   11,419 0 0
MOLSON COORS BREWING CO Common Stock 60871R209 299 4,862 SH   SOLE   4,862 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 5,775 134,420 SH   SOLE   134,420 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 2,470 42,375 SH   SOLE   42,375 0 0
MOODY'S CORP Common Stock 615369105 334,193 1,998,764 SH   SOLE   1,998,764 0 0
MORGAN STANLEY INTL LTD Common Stock 617446448 210,647 4,523,225 SH   SOLE   4,523,225 0 0
MOSAIC CO/THE Common Stock 61945C103 211,557 6,513,453 SH   SOLE   6,513,453 0 0
MSCI INC Common Stock 55354G100 6,169 34,770 SH   SOLE   34,770 0 0
NASDAQ OMX GROUP INC/THE Common Stock 631103108 9,205 107,279 SH   SOLE   107,279 0 0
NETAPP INC Common Stock 64110D104 321,802 3,746,681 SH   SOLE   3,746,681 0 0
NETEASE INC ADR 64110W102 70,895 310,603 SH   SOLE   310,603 0 0
NEWMONT MINING CORP Common Stock 651639106 40,691 1,347,370 SH   SOLE   1,347,370 0 0
NICE-SYSTEMS LTD ADR 653656108 93,273 814,824 SH   SOLE   814,824 0 0
NIKE INC Common Stock 654106103 181,520 2,142,589 SH   SOLE   2,142,589 0 0
NOBLE ENERGY INC Common Stock 655044105 27,513 882,106 SH   SOLE   882,106 0 0
NOMAD FOODS LTD Common Stock G6564A105 120,362 5,940,883 SH   SOLE   5,940,883 0 0
NORFOLK SOUTHERN CORP Common Stock 655844108 227,621 1,261,060 SH   SOLE   1,261,060 0 0
NORTHERN TRUST CORP Common Stock 665859104 35,858 351,097 SH   SOLE   351,097 0 0
NORTHROP GRUMMAN CORP Common Stock 666807102 14,500 45,688 SH   SOLE   45,688 0 0
NOW INC Common Stock 67011P100 19,674 1,188,775 SH   SOLE   1,188,775 0 0
NUCOR CORP Common Stock 670346105 3,792 59,763 SH   SOLE   59,763 0 0
NUTRIEN LTD Common Stock 67077M108 11,560 200,351 SH   SOLE   200,351 0 0
NVIDIA CORP Common Stock 67066G104 6,557 23,334 SH   SOLE   23,334 0 0
NVR INC Common Stock 62944T105 23,418 9,478 SH   SOLE   9,478 0 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105 7,099 86,398 SH   SOLE   86,398 0 0
ON SEMICONDUCTOR CORP Common Stock 682189105 47,066 2,553,758 SH   SOLE   2,553,758 0 0
ORACLE CORP Common Stock 68389X105 608 11,788 SH   SOLE   11,788 0 0
ORMAT TECHNOLOGIES INC Common Stock 686688102 2,514 46,468 SH   SOLE   46,468 0 0
PAGSEGURO DIGITAL LTD Common Stock G68707101 9,269 335,000 SH   SOLE   335,000 0 0
PAN AMERICAN SILVER CORP Common Stock 697900108 32,104 2,175,050 SH   SOLE   2,175,050 0 0
PARK HOTELS & RESORTS INC REIT 700517105 17,867 544,390 SH   SOLE   544,390 0 0
PARKER-HANNIFIN CORP Common Stock 701094104 150,594 818,758 SH   SOLE   818,758 0 0
PARSLEY ENERGY INC Common Stock 701877102 8,155 278,799 SH   SOLE   278,799 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 375,433 4,274,059 SH   SOLE   4,274,059 0 0
PEPSICO INC Common Stock 713448108 252,142 2,255,295 SH   SOLE   2,255,295 0 0
PERSPECTA INC Common Stock 715347100 126,977 4,936,884 SH   SOLE   4,936,884 0 0
PFIZER INC Common Stock 717081103 212,574 4,823,551 SH   SOLE   4,823,551 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 298,633 3,662,416 SH   SOLE   3,662,416 0 0
PHILLIPS 66 Common Stock 718546104 32,236 285,986 SH   SOLE   285,986 0 0
PHYSICIANS REALTY TRUST REIT 71943U104 1,353 80,228 SH   SOLE   80,228 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 8,066 46,303 SH   SOLE   46,303 0 0
POPULAR INC Common Stock 733174700 173,989 3,394,906 SH   SOLE   3,394,906 0 0
PRA HEALTH SCIENCES INC Common Stock 69354M108 5,425 49,232 SH   SOLE   49,232 0 0
PROCTER & GAMBLE CO/THE Common Stock 742718109 39,274 471,877 SH   SOLE   471,877 0 0
PROLOGIS INC REIT 74340W103 29,882 440,800 SH   SOLE   440,800 0 0
PUBLIC SERVICE ENTERPRISE GROU Common Stock 744573106 166 3,138 SH   SOLE   3,138 0 0
PULTEGROUP INC Common Stock 745867101 23,410 945,084 SH   SOLE   945,084 0 0
QUALCOMM INC Common Stock 747525103 5,695 79,068 SH   SOLE   79,068 0 0
RADIAN GROUP INC Common Stock 750236101 86,031 4,162,121 SH   SOLE   4,162,121 0 0
RAYTHEON CO Common Stock 755111507 97,089 469,803 SH   SOLE   469,803 0 0
REINSURANCE GROUP OF AMERICA I Common Stock 759351604 26,417 182,738 SH   SOLE   182,738 0 0
REXFORD INDUSTRIAL REALTY INC REIT 76169C100 581 18,168 SH   SOLE   18,168 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 26,488 141,253 SH   SOLE   141,253 0 0
RPC INC Common Stock 749660106 14,568 941,105 SH   SOLE   941,105 0 0
S&P GLOBAL INC Common Stock 78409V104 168,474 862,246 SH   SOLE   862,246 0 0
SCHLUMBERGER LTD Common Stock 806857108 12,152 199,472 SH   SOLE   199,472 0 0
SCORPIO TANKERS INC Common Stock Y7542C106 7,335 3,649,264 SH   SOLE   3,649,264 0 0
SELECT ENERGY SERVICES INC Common Stock 81617J301 12,596 1,063,867 SH   SOLE   1,063,867 0 0
SIGNET JEWELERS LTD Common Stock G81276100 32,267 489,409 SH   SOLE   489,409 0 0
SILICON MOTION TECHNOLOGY CORP ADR 82706C108 77,663 1,446,237 SH   SOLE   1,446,237 0 0
SIMON PROPERTY GROUP INC REIT 828806109 30,305 171,457 SH   SOLE   171,457 0 0
SNAP-ON INC Common Stock 833034101 131,832 718,039 SH   SOLE   718,039 0 0
SOLAREDGE TECHNOLOGIES INC Common Stock 83417M104 2,077 55,158 SH   SOLE   55,158 0 0
SSR MINING INC Common Stock 784730103 31,409 3,606,098 SH   SOLE   3,606,098 0 0
STORE CAPITAL CORP REIT 862121100 1,234 44,397 SH   SOLE   44,397 0 0
STRYKER CORP Common Stock 863667101 8,972 50,495 SH   SOLE   50,495 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 34,080 771,740 SH   SOLE   771,740 0 0
TAPESTRY INC Common Stock 876030107 17,921 356,497 SH   SOLE   356,497 0 0
TAYLOR MORRISON HOME CORP Common Stock 87724P106 24,948 1,382,938 SH   SOLE   1,382,938 0 0
TECK RESOURCES LTD Common Stock 878742204 13,372 555,234 SH   SOLE   555,234 0 0
TERNIUM SA ADR 880890108 65,094 2,149,020 SH   SOLE   2,149,020 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 404,783 1,658,404 SH   SOLE   1,658,404 0 0
THOR INDUSTRIES INC Common Stock 885160101 9,121 108,972 SH   SOLE   108,972 0 0
TIFFANY & CO Common Stock 886547108 162,605 1,260,800 SH   SOLE   1,260,800 0 0
TIM PARTICIPACOES SA ADR 88706P205 51,348 3,543,698 SH   SOLE   3,543,698 0 0
TJX COS INC/THE Common Stock 872540109 30,644 273,557 SH   SOLE   273,557 0 0
TOPBUILD CORP Common Stock 89055F103 63,387 1,115,575 SH   SOLE   1,115,575 0 0
TPI COMPOSITES INC Common Stock 87266J104 2,731 95,642 SH   SOLE   95,642 0 0
TRANSUNION Common Stock 89400J107 166,053 2,256,768 SH   SOLE   2,256,768 0 0
TRAVELERS COS INC/THE Common Stock 89417E109 27,975 215,676 SH   SOLE   215,676 0 0
TRAVELPORT WORLDWIDE LTD Common Stock G9019D104 140 8,326 SH   SOLE   8,326 0 0
TRI POINTE GROUP INC Common Stock 87265H109 20,451 1,649,290 SH   SOLE   1,649,290 0 0
TWENTY-FIRST CENTURY FOX INC Common Stock 90130A101 332,977 7,187,071 SH   SOLE   7,187,071 0 0
TYSON FOODS INC Common Stock 902494103 39,074 656,378 SH   SOLE   656,378 0 0
UNITED RENTALS INC Common Stock 911363109 78,519 479,948 SH   SOLE   479,948 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 521,532 1,960,351 SH   SOLE   1,960,351 0 0
UNUM GROUP Common Stock 91529Y106 235,183 6,019,526 SH   SOLE   6,019,526 0 0
VALE SA ADR 91912E105 60,815 4,098,072 SH   SOLE   4,098,072 0 0
VALERO ENERGY CORP Common Stock 91913Y100 320,507 2,817,640 SH   SOLE   2,817,640 0 0
VANECK VECTORS GOLD MINERS ETF ETP 92189F106 5,449 294,210 SH   SOLE   294,210 0 0
VAREX IMAGING CORP Common Stock 92214X106 13,744 479,552 SH   SOLE   479,552 0 0
VENTAS INC REIT 92276F100 973 17,900 SH   SOLE   17,900 0 0
VERISIGN INC Common Stock 92343E102 417,509 2,607,476 SH   SOLE   2,607,476 0 0
VF CORP Common Stock 918204108 109,793 1,174,887 SH   SOLE   1,174,887 0 0
VISA INC Common Stock 92826C839 646,870 4,309,883 SH   SOLE   4,309,883 0 0
VISTRA ENERGY CORP Common Stock 92840M102 24,648 990,657 SH   SOLE   990,657 0 0
VMWARE INC Common Stock 928563402 372,674 2,388,015 SH   SOLE   2,388,015 0 0
WATERS CORP Common Stock 941848103 6,461 33,188 SH   SOLE   33,188 0 0
WELBILT INC Common Stock 949090104 93,096 4,458,630 SH   SOLE   4,458,630 0 0
WELLS FARGO & CO Common Stock 949746101 10,324 196,430 SH   SOLE   196,430 0 0
WESCO INTERNATIONAL INC Common Stock 95082P105 65,407 1,064,390 SH   SOLE   1,064,390 0 0
WESTROCK CO Common Stock 96145D105 117,806 2,204,449 SH   SOLE   2,204,449 0 0
WORLDPAY INC Common Stock 981558109 299,929 2,961,674 SH   SOLE   2,961,674 0 0
WYNDHAM HOTELS & RESORTS INC Common Stock 98311A105 88,648 1,595,248 SH   SOLE   1,595,248 0 0
WYNDHAM WORLDWIDE CORP Common Stock 98310W108 156,211 3,602,651 SH   SOLE   3,602,651 0 0
YAMANA GOLD INC Common Stock 98462Y100 16,673 6,693,024 SH   SOLE   6,693,024 0 0
ZIMMER HOLDINGS INC Common Stock 98956P102 80,422 611,716 SH   SOLE   611,716 0 0
ZOETIS INC Common Stock 98978V103 15,980 174,526 SH   SOLE   174,526 0 0