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
58.COM INC-ADR COM 31680Q104 141 1,771 SH   SOLE   1,771 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 22,683 191,339 SH   SOLE   103,458 0 87,881
ADVANCED MICRO DEVICES COM 007903107 27,268 2,713,230 SH   SOLE   1,554,493 0 1,158,737
AGNC INVESTMENT CORP COM 00123Q104 9,187 485,562 SH   SOLE   247,978 0 237,584
AGNICO-EAGLE MINES COM 008474108 19,294 458,948 SH   SOLE   206,001 0 252,947
ALAMOS GOLD INC COM 011532108 443 85,300 SH   SOLE   6,900 0 78,400
ALEXION PHARMACEUTICALS INC COM 015351109 13,116 117,676 SH   SOLE   57,159 0 60,517
ALLSTATE CORP COM 020002101 1,688 17,806 SH   SOLE   5,904 0 11,902
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 24,945 209,449 SH   SOLE   115,767 0 93,682
AMERCO COM 023586100 1,348 3,906 SH   SOLE   1,296 0 2,610
AMERICAN TOWER CORP COM 03027X100 3,467 23,855 SH   SOLE   15,016 0 8,839
AMERISOURCEBERGEN CORP COM 03073E105 5,533 64,182 SH   SOLE   17,831 0 46,351
ANNALY CAPITAL MANAGEMENT INC COM 035710409 6,481 621,398 SH   SOLE   367,891 0 253,507
ARISTA NETWORKS INC COM 040413106 1,823 7,142 SH   SOLE   5,314 0 1,828
ASSURANT INC COM 04621X108 24,254 265,327 SH   SOLE   166,539 0 98,788
AUTOHOME INC-ADR COM 05278C107 32,906 382,899 SH   SOLE   331,622 0 51,277
AUTOLIV INC COM 052800109 2,209 15,138 SH   SOLE   10,099 0 5,039
AUTOZONE INC COM 053332102 15,310 23,601 SH   SOLE   13,923 0 9,678
BEST BUY CO INC COM 086516101 7,408 105,845 SH   SOLE   62,282 0 43,563
BLACKBERRY LTD COM 09228F103 222 19,300 SH   SOLE   1,600 0 17,700
BRISTOL-MYERS SQUIBB CO COM 110122108 52,381 828,163 SH   SOLE   469,084 0 359,079
BROWN-FORMAN CORP-CLASS B COM 115637209 2,477 45,528 SH   SOLE   43,211 0 2,317
C.H. ROBINSON WORLDWIDE INC COM 12541W209 50,460 538,475 SH   SOLE   293,853 0 244,622
CABOT OIL & GAS CORP COM 127097103 1,131 47,169 SH   SOLE   15,850 0 31,319
CAMECO CORP COM 13321L108 8,808 969,700 SH   SOLE   276,300 0 693,400
CAMPBELL SOUP CO COM 134429109 45,771 1,056,813 SH   SOLE   717,478 0 339,335
CBOE HOLDINGS INC COM 12503M108 70,378 616,806 SH   SOLE   360,787 0 256,019
CBS CORP-CLASS B COM 124857202 1,619 31,505 SH   SOLE   9,799 0 21,706
CELGENE CORP COM 151020104 5,987 67,113 SH   SOLE   31,826 0 35,287
CENOVUS ENERGY INC COM 15135U109 2,688 315,900 SH   SOLE   0 0 315,900
CF INDUSTRIES HOLDINGS INC COM 125269100 4,295 113,840 SH   SOLE   54,687 0 59,153
CHIPOTLE MEXICAN GRILL INC COM 169656105 43,994 136,157 SH   SOLE   79,198 0 56,959
CHURCH & DWIGHT CO INC COM 171340102 9,388 186,415 SH   SOLE   77,746 0 108,669
CIA DE MINAS BUENAVENTUR-ADR COM 204448104 27,194 1,785,538 SH   SOLE   1,664,372 0 121,166
CIGNA CORP COM 125509109 10,208 60,858 SH   SOLE   20,111 0 40,747
CLOROX COMPANY COM 189054109 41,868 314,535 SH   SOLE   172,921 0 141,614
CMS ENERGY CORP COM 125896100 21,440 473,384 SH   SOLE   229,923 0 243,461
COLGATE-PALMOLIVE CO COM 194162103 9,005 125,634 SH   SOLE   55,895 0 69,739
COLLIERS INTERNATIONAL GROUP COM 194693107 458 6,600 SH   SOLE   500 0 6,100
CONCHO RESOURCES INC COM 20605P101 1,573 10,463 SH   SOLE   6,760 0 3,703
CONSOLIDATED EDISON INC COM 209115104 101,972 1,308,335 SH   SOLE   743,349 0 564,986
CONSTELLATION BRANDS INC-A COM 21036P108 17,581 77,137 SH   SOLE   52,679 0 24,458
CONTINENTAL RESOURCES INC/OK COM 212015101 11,847 200,968 SH   SOLE   133,864 0 67,104
COSTCO WHOLESALE CORP COM 22160K105 129 686 SH   SOLE   0 0 686
COTT CORPORATION COM 22163N106 2,613 177,800 SH   SOLE   14,200 0 163,600
COTY INC-CL A COM 222070203 33,033 1,805,099 SH   SOLE   1,077,096 0 728,003
CROWN CASTLE INTL CORP COM 22822V101 1,607 14,664 SH   SOLE   9,380 0 5,284
CSX CORP COM 126408103 10,050 180,404 SH   SOLE   101,803 0 78,601
CVS CAREMARK CORP COM 126650100 25,133 404,002 SH   SOLE   239,967 0 164,035
DARDEN RESTAURANTS INC COM 237194105 22,831 267,808 SH   SOLE   153,471 0 114,337
DAVITA INC COM 23918K108 15,419 233,837 SH   SOLE   141,515 0 92,322
DOLLAR GENERAL CORP COM 256677105 13,817 147,695 SH   SOLE   48,482 0 99,213
DOMINION RESOURCES INC/VA COM 25746U109 13,450 199,460 SH   SOLE   73,454 0 126,006
DOMINO'S PIZZA INC COM 25754A201 22,938 98,211 SH   SOLE   60,907 0 37,304
EDISON INTERNATIONAL COM 281020107 44,097 692,696 SH   SOLE   412,049 0 280,647
ELECTRONIC ARTS INC COM 285512109 24,900 205,376 SH   SOLE   125,918 0 79,458
ELI LILLY & CO COM 532457108 2,549 32,945 SH   SOLE   29,224 0 3,721
EQUIFAX INC COM 294429105 4,556 38,676 SH   SOLE   17,973 0 20,703
EQUINIX INC COM 29444U700 19,206 45,933 SH   SOLE   23,818 0 22,115
ESTEE LAUDER COMPANIES-CL A COM 518439104 1,976 13,198 SH   SOLE   2,118 0 11,080
EVERSOURCE ENERGY COM 30040W108 19,834 336,632 SH   SOLE   143,976 0 192,656
EXPEDIA GROUP INC COM 30212P303 19,921 180,430 SH   SOLE   107,085 0 73,345
EXTRA SPACE STORAGE INC COM 30225T102 75,859 868,350 SH   SOLE   511,980 0 356,370
FIRST REPUBLIC BANK/CA COM 33616C100 963 10,394 SH   SOLE   2,697 0 7,697
FRANCO-NEVADA CORP COM 351858105 29,881 438,277 SH   SOLE   192,770 0 245,507
GAP INC/THE COM 364760108 3,378 108,269 SH   SOLE   32,718 0 75,551
GILDAN ACTIVEWEAR INC COM 375916103 1,475 51,100 SH   SOLE   4,100 0 47,000
H&R BLOCK INC COM 093671105 45,554 1,792,750 SH   SOLE   1,076,508 0 716,242
HASBRO INC COM 418056107 236 2,801 SH   SOLE   0 0 2,801
HCP INC COM 40414L109 119 5,102 SH   SOLE   0 0 5,102
HERSHEY CO/THE COM 427866108 27,258 275,444 SH   SOLE   175,092 0 100,352
HOLLYFRONTIER CORP COM 436106108 1,750 35,807 SH   SOLE   25,063 0 10,744
HUMANA INC COM 444859102 84,222 313,290 SH   SOLE   174,450 0 138,840
ILLUMINA INC COM 452327109 3,714 15,709 SH   SOLE   5,198 0 10,511
INCYTE CORP COM 45337C102 13,734 164,812 SH   SOLE   87,582 0 77,230
INTERCONTINENTALEXCHANGE INC COM 45866F104 6,063 83,610 SH   SOLE   27,644 0 55,966
JM SMUCKER CO/THE COM 832696405 2,922 23,562 SH   SOLE   3,336 0 20,226
KELLOGG CO COM 487836108 4,701 72,306 SH   SOLE   23,176 0 49,130
KIMCO REALTY CORP COM 49446R109 2,195 152,457 SH   SOLE   89,930 0 62,527
KINROSS GOLD CORP COM 496902404 18,814 4,765,318 SH   SOLE   1,957,569 0 2,807,749
KLA-TENCOR CORPORATION COM 482480100 3,635 33,341 SH   SOLE   27,523 0 5,818
KNIGHT-SWIFT TRANSPORTATION COM 499049104 11,464 249,156 SH   SOLE   128,306 0 120,850
KOHLS CORP COM 500255104 8,607 131,391 SH   SOLE   44,963 0 86,428
KROGER CO COM 501044101 50,699 2,117,746 SH   SOLE   1,139,506 0 978,240
LIBERTY MEDIA GROUP-C COM 531229854 3,535 114,577 SH   SOLE   64,916 0 49,661
LIMITED BRANDS INC COM 501797104 13,701 358,558 SH   SOLE   191,545 0 167,013
LULULEMON ATHLETICA INC COM 550021109 23,925 268,454 SH   SOLE   165,331 0 103,123
MACQUARIE INFRASTRUCTURE COR COM 55608B105 8,394 227,300 SH   SOLE   112,260 0 115,040
MACY'S INC COM 55616P104 7,376 248,025 SH   SOLE   157,065 0 90,960
MARATHON OIL CORP COM 565849106 2,816 174,564 SH   SOLE   125,004 0 49,560
MATTEL INC COM 577081102 31,478 2,393,787 SH   SOLE   1,396,699 0 997,088
MCCORMICK & CO-NON VTG SHRS COM 579780206 4,980 46,807 SH   SOLE   22,726 0 24,081
MCDONALD'S CORP COM 580135101 14,422 92,224 SH   SOLE   62,497 0 29,727
MCKESSON CORP COM 58155Q103 6,179 43,863 SH   SOLE   25,726 0 18,137
MELCO CROWN ENTERTAINME-ADR COM 585464100 1,595 55,038 SH   SOLE   55,038 0 0
MERCK & CO. INC. COM 58933Y105 1,289 23,672 SH   SOLE   17,855 0 5,817
MICRON TECHNOLOGY INC COM 595112103 5,268 101,034 SH   SOLE   62,586 0 38,448
MOMO INC-SPON ADR COM 60879B107 25,948 694,180 SH   SOLE   601,131 0 93,049
MONSTER BEVERAGE CORP COM 61174X109 36,117 631,307 SH   SOLE   329,173 0 302,134
NETEASE INC-ADR COM 64110W102 19,217 68,538 SH   SOLE   63,700 0 4,838
NEW ORIENTAL EDUCATIO-SP ADR COM 647581107 28,511 325,287 SH   SOLE   302,742 0 22,545
NEW YORK COMMUNITY BANCORP COM 649445103 1,040 79,819 SH   SOLE   22,167 0 57,652
NEWELL RUBBERMAID INC COM 651229106 23,629 927,372 SH   SOLE   500,236 0 427,136
NEWMONT MINING CORP COM 651639106 33,055 846,040 SH   SOLE   525,252 0 320,788
NEXTERA ENERGY INC COM 65339F101 19,549 119,689 SH   SOLE   64,694 0 54,995
NORDSTROM INC COM 655664100 2,673 55,210 SH   SOLE   18,790 0 36,420
NVIDIA CORP COM 67066G104 10,864 46,911 SH   SOLE   24,411 0 22,500
O'REILLY AUTOMOTIVE INC COM 67103H107 9,087 36,734 SH   SOLE   18,834 0 17,900
OMNICOM GROUP COM 681919106 3,881 53,407 SH   SOLE   12,174 0 41,233
OPEN TEXT CORP COM 683715106 789 22,700 SH   SOLE   1,800 0 20,900
P G & E CORP COM 69331C108 63,390 1,442,977 SH   SOLE   838,911 0 604,066
PARSLEY ENERGY INC-CLASS A COM 701877102 15,907 548,692 SH   SOLE   394,517 0 154,175
PLAINS GP HOLDINGS LP-CL A COM 72651A207 5,326 244,867 SH   SOLE   154,592 0 90,275
PROCTER & GAMBLE CO/THE COM 742718109 627 7,912 SH   SOLE   0 0 7,912
PROGRESSIVE CORP COM 743315103 1,035 16,983 SH   SOLE   5,641 0 11,342
PUBLIC STORAGE INC COM 74460D109 39,851 198,868 SH   SOLE   109,612 0 89,256
RALPH LAUREN CORP COM 751212101 4,195 37,518 SH   SOLE   23,433 0 14,085
RANGE RESOURCES CORP COM 75281A109 13,141 903,772 SH   SOLE   626,768 0 277,004
REALTY INCOME CORP COM 756109104 34 661 SH   SOLE   661 0 0
REGENERON PHARMACEUTICALS COM 75886F107 11,773 34,187 SH   SOLE   19,872 0 14,315
RITCHIE BROS AUCTIONEERS COM 767744105 3,719 118,400 SH   SOLE   9,500 0 108,900
ROGERS COMMUNICATIONS -CL B COM 775109200 750 16,800 SH   SOLE   1,400 0 15,400
SCANA CORP COM 80589M102 26,563 707,404 SH   SOLE   386,301 0 321,103
SEMPRA ENERGY COM 816851109 2,022 18,177 SH   SOLE   10,672 0 7,505
SHAW COMMUNICATIONS INC-B COM 82028K200 3,846 199,800 SH   SOLE   15,600 0 184,200
SIGNATURE BANK COM 82669G104 1,480 10,424 SH   SOLE   3,236 0 7,188
SILVER WHEATON CORP COM 962879102 1,482 72,800 SH   SOLE   12,800 0 60,000
SIRIUS XM RADIO INC COM 82968B103 1,253 200,726 SH   SOLE   58,192 0 142,534
SOUTHERN COPPER CORP COM 84265V105 118 2,176 SH   SOLE   2,176 0 0
SPECTRUM BRANDS HOLDINGS INC COM 84763R101 5,363 51,720 SH   SOLE   29,436 0 22,284
SPIRIT AEROSYSTEMS HOLD-CL A COM 848574109 2,091 24,980 SH   SOLE   15,931 0 9,049
SQUARE INC - A COM 852234103 3,372 68,543 SH   SOLE   58,693 0 9,850
STANTEC INC COM 85472N109 2,466 100,000 SH   SOLE   8,000 0 92,000
STARBUCKS CORP COM 855244109 1,166 20,134 SH   SOLE   5,637 0 14,497
STERICYCLE INC COM 858912108 33,212 567,429 SH   SOLE   352,477 0 214,952
SUN LIFE FINANCIAL INC COM 866796105 279 6,800 SH   SOLE   600 0 6,200
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 6,318 64,611 SH   SOLE   50,483 0 14,128
TAL EDUCATION GROUP- ADR COM 874080104 37,977 1,023,911 SH   SOLE   792,691 0 231,220
TD AMERITRADE HOLDING CORP COM 87236Y108 122 2,068 SH   SOLE   0 0 2,068
TESARO INC COM 881569107 20,799 364,007 SH   SOLE   225,919 0 138,088
TEVA PHARMACEUTICAL-SP ADR COM 881624209 8,554 500,508 SH   SOLE   241,155 0 259,353
THOMSON REUTERS CORP COM 884903105 4,016 104,000 SH   SOLE   16,900 0 87,100
TRACTOR SUPPLY COMPANY COM 892356106 15,295 242,704 SH   SOLE   135,577 0 107,127
TRIPADVISOR INC COM 896945201 34,799 851,035 SH   SOLE   506,192 0 344,843
TURQUOISE HILL RESOURCES LTD COM 900435108 274 89,600 SH   SOLE   5,800 0 83,800
TYSON FOODS INC-CL A COM 902494103 54,950 750,791 SH   SOLE   488,891 0 261,900
ULTA SALON COSMETICS & FRAGR COM 90384S303 30,100 147,352 SH   SOLE   81,723 0 65,629
UNITED THERAPEUTICS CORP COM 91307C102 3,964 35,278 SH   SOLE   10,713 0 24,565
UNIVERSAL HEALTH SERVICES-B COM 913903100 2,657 22,435 SH   SOLE   5,626 0 16,809
VALEANT PHARMACEUTICALS INTERNATIONAL COM 91911K102 12,485 784,818 SH   SOLE   348,400 0 436,418
VEEVA SYSTEMS INC-CLASS A COM 922475108 577 7,904 SH   SOLE   0 0 7,904
VENTAS INC COM 92276F100 115 2,318 SH   SOLE   0 0 2,318
VIACOM INC-CLASS B COM 92553P201 42,156 1,357,233 SH   SOLE   795,856 0 561,377
VIPSHOP HOLDINGS LTD - ADR COM 92763W103 16,040 965,105 SH   SOLE   893,127 0 71,978
WASTE CONNECTIONS INC COM 94106B101 12,921 180,111 SH   SOLE   80,012 0 100,099
WW GRAINGER INC COM 384802104 55,749 197,504 SH   SOLE   110,603 0 86,901
WYNN RESORTS LTD COM 983134107 27,420 150,360 SH   SOLE   122,917 0 27,443
YAMANA GOLD INC COM 98462Y100 403 145,900 SH   SOLE   11,900 0 134,000
YY INC-ADR COM 98426T106 5,156 49,014 SH   SOLE   44,746 0 4,268