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 COM 88579Y101 11,477 69,811 SH   SOLE   69,811 0 0
ABBVIE INC COM 00287Y109 15,523 205,000 SH   SOLE   205,000 0 0
ADOBE INC COM 00724F101 9,669 35,000 SH   SOLE   35,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,712 10,352 SH   SOLE   10,352 0 0
AES CORP COM 00130H105 1,397 85,500 SH   SOLE   85,500 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 1,809 21,705 SH   SOLE   21,705 0 0
AFLAC INC COM 001055102 15,209 290,690 SH   SOLE   290,690 0 0
AGNICO EAGLE MINES LTD COM 008474108 3,057 57,000 SH   SOLE   57,000 0 0
AIR PRODS & CHEMS INC COM 009158106 5,547 25,000 SH   SOLE   25,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,034 60,000 SH   SOLE   60,000 0 0
ALLSTATE CORP COM 020002101 14,672 135,000 SH   SOLE   135,000 0 0
ALPHABET INC CAP STK CL A 02079K305 61,057 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106 10,415 6,000 SH   SOLE   6,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 3,286 59,000 SH   SOLE   59,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,609 21,000 SH   SOLE   21,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 2,635 32,000 SH   SOLE   32,000 0 0
AMGEN INC COM 031162100 12,772 66,000 SH   SOLE   66,000 0 0
ANTHEM INC COM 036752103 4,682 19,500 SH   SOLE   19,500 0 0
APACHE CORP COM 037411105 1,028 40,172 SH   SOLE   40,172 0 0
APPLIED MATLS INC COM 038222105 7,485 150,000 SH   SOLE   150,000 0 0
ARISTA NETWORKS INC COM 040413106 5,973 25,000 SH   SOLE   25,000 0 0
AUTODESK INC COM 052769106 3,693 25,000 SH   SOLE   25,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 1,265 54,544 SH   SOLE   54,544 0 0
BANK MONTREAL QUE COM 063671101 20,917 283,804 SH   SOLE   283,804 0 0
BANK N S HALIFAX COM 064149107 13,357 235,000 SH   SOLE   235,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 3,798 84,000 SH   SOLE   84,000 0 0
BARRICK GOLD CORPORATION COM 067901108 8,911 514,752 SH   SOLE   514,752 0 0
BB&T CORP COM 054937107 9,767 183,000 SH   SOLE   183,000 0 0
BECTON DICKINSON & CO COM 075887109 8,221 32,500 SH   SOLE   32,500 0 0
BEST BUY INC COM 086516101 2,832 41,050 SH   SOLE   41,050 0 0
BIOGEN INC COM 09062X103 8,149 35,000 SH   SOLE   35,000 0 0
BLACKROCK INC COM 09247X101 16,389 36,777 SH   SOLE   36,777 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 12,880 254,000 SH   SOLE   254,000 0 0
BROWN FORMAN CORP CL B 115637209 11,406 181,681 SH   SOLE   181,681 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,027 23,909 SH   SOLE   23,909 0 0
CAMPBELL SOUP CO COM 134429109 821 17,500 SH   SOLE   17,500 0 0
CANADIAN NATL RY CO COM 136375102 21,564 240,000 SH   SOLE   240,000 0 0
CATERPILLAR INC DEL COM 149123101 7,579 60,000 SH   SOLE   60,000 0 0
CDN IMPERIAL BK COMM TORONTO COM 136069101 7,295 88,357 SH   SOLE   88,357 0 0
CELGENE CORP COM 151020104 8,540 86,000 SH   SOLE   86,000 0 0
CENOVUS ENERGY INC COM 15135U109 3,282 349,547 SH   SOLE   349,547 0 0
CENTURYLINK INC COM 156700106 1,247 99,900 SH   SOLE   99,900 0 0
CERNER CORP COM 156782104 6,645 97,484 SH   SOLE   97,484 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,562 24,776 SH   SOLE   24,776 0 0
CIGNA CORP NEW COM 125523100 4,705 31,000 SH   SOLE   31,000 0 0
CIMAREX ENERGY CO COM 171798101 533 11,123 SH   SOLE   11,123 0 0
CINTAS CORP COM 172908105 4,063 15,154 SH   SOLE   15,154 0 0
CITRIX SYS INC COM 177376100 2,372 24,576 SH   SOLE   24,576 0 0
CLOROX CO DEL COM 189054109 2,035 13,400 SH   SOLE   13,400 0 0
CME GROUP INC COM 12572Q105 19,232 91,000 SH   SOLE   91,000 0 0
COCA COLA CO COM 191216100 23,235 426,800 SH   SOLE   426,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,361 39,180 SH   SOLE   39,180 0 0
COLGATE PALMOLIVE CO COM 194162103 6,270 85,300 SH   SOLE   85,300 0 0
CONOCOPHILLIPS COM 20825C104 6,974 122,400 SH   SOLE   122,400 0 0
CONSOLIDATED EDISON INC COM 209115104 3,779 40,000 SH   SOLE   40,000 0 0
CORTEVA INC COM 22052L104 1,419 50,666 SH   SOLE   50,666 0 0
CREE INC COM 225447101 6,125 125,000 SH   SOLE   125,000 0 0
CSX CORP COM 126408103 19,049 275,000 SH   SOLE   275,000 0 0
DBX ETF TR XTRCKR MSCI US 233051150 1,353,409 49,994,238 SH   SOLE   49,994,238 0 0
DEERE & CO COM 244199105 7,927 46,997 SH   SOLE   46,997 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,132 47,043 SH   SOLE   47,043 0 0
DICKS SPORTING GOODS INC COM 253393102 1,346 32,989 SH   SOLE   32,989 0 0
DISNEY WALT CO COM DISNEY 254687106 19,548 150,000 SH   SOLE   150,000 0 0
DOLLAR TREE INC COM 256746108 2,591 22,699 SH   SOLE   22,699 0 0
DOMINION ENERGY INC COM 25746U109 7,480 92,300 SH   SOLE   92,300 0 0
DOW INC COM 260557103 2,414 50,666 SH   SOLE   50,666 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,613 50,666 SH   SOLE   50,666 0 0
EASTMAN CHEMICAL CO COM 277432100 4,696 63,610 SH   SOLE   63,610 0 0
ECOLAB INC COM 278865100 11,882 60,000 SH   SOLE   60,000 0 0
EDISON INTL COM 281020107 3,394 45,000 SH   SOLE   45,000 0 0
ENBRIDGE INC COM 29250N105 23,909 680,750 SH   SOLE   680,750 0 0
ENCANA CORP COM 292505104 2,252 491,098 SH   SOLE   491,098 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 73,321 850,000 SH   SOLE   850,000 0 0
EVERSOURCE ENERGY COM 30040W108 3,291 38,500 SH   SOLE   38,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,721 50,000 SH   SOLE   50,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,457 33,076 SH   SOLE   33,076 0 0
FASTENAL CO COM 311900104 2,436 74,578 SH   SOLE   74,578 0 0
FORTIS INC COM 349553107 6,363 150,400 SH   SOLE   150,400 0 0
FORTIVE CORP COM 34959J108 8,399 122,500 SH   SOLE   122,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 8,778 98,000 SH   SOLE   98,000 0 0
GENERAL MLS INC COM 370334104 3,451 62,600 SH   SOLE   62,600 0 0
GILEAD SCIENCES INC COM 375558103 10,711 169,000 SH   SOLE   169,000 0 0
GRAINGER W W INC COM 384802104 2,240 7,538 SH   SOLE   7,538 0 0
HALLIBURTON CO COM 406216101 1,071 56,818 SH   SOLE   56,818 0 0
HCA HEALTHCARE INC COM 40412C101 4,937 41,000 SH   SOLE   41,000 0 0
HESS CORP COM 42809H107 1,728 28,568 SH   SOLE   28,568 0 0
HOME DEPOT INC COM 437076102 17,402 75,000 SH   SOLE   75,000 0 0
HORMEL FOODS CORP COM 440452100 1,154 26,400 SH   SOLE   26,400 0 0
HUNTINGTON BANCSHARES INC COM 446150104 9,090 637,000 SH   SOLE   637,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 13,302 85,000 SH   SOLE   85,000 0 0
INTEL CORP COM 458140100 12,883 250,000 SH   SOLE   250,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,926 13,245 SH   SOLE   13,245 0 0
ISHARES INC MSCI STH KOR ETF 464286772 21,601 383,400 SH   SOLE   383,400 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 19,963 549,048 SH   SOLE   549,048 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780 407 17,526 SH   SOLE   17,526 0 0
ISHARES INC MSCI STH AFR ETF 464286780 11,146 234,890 SH   SOLE   234,890 0 0
ISHARES INC CORE MSCI EMKT 46434G103 337,559 6,886,139 SH   SOLE   6,886,139 0 0
ISHARES INC MSCI CHILE ETF 464286640 697 18,604 SH   SOLE   18,604 0 0
ISHARES INC MSCI FRANCE ETF 464286707 328 10,875 SH   SOLE   10,875 0 0
ISHARES TR U.S. REAL ES ETF 464287739 68,156 728,627 SH   SOLE   728,627 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 115,063 720,813 SH   SOLE   720,813 0 0
ISHARES TR ESG MSCI LEADR 46435U218 1,348,973 26,208,915 SH   SOLE   26,208,915 0 0
ISHARES TR MSCI UK ETF NEW 46435G334 283 9,000 SH   SOLE   9,000 0 0
JOHNSON & JOHNSON COM 478160104 31,646 244,600 SH   SOLE   244,600 0 0
KELLOGG CO COM 487836108 1,725 26,800 SH   SOLE   26,800 0 0
KIMBERLY CLARK CORP COM 494368103 4,929 34,700 SH   SOLE   34,700 0 0
KINDER MORGAN INC DEL COM 49456B101 4,427 214,811 SH   SOLE   214,811 0 0
KLA CORPORATION COM NEW 482480100 6,378 40,000 SH   SOLE   40,000 0 0
LAUDER ESTEE COS INC CL A 518439104 4,576 23,000 SH   SOLE   23,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 1,005 9,600 SH   SOLE   9,600 0 0
LILLY ELI & CO COM 532457108 8,141 72,800 SH   SOLE   72,800 0 0
LOGMEIN INC COM 54142L109 300 4,221 SH   SOLE   4,221 0 0
LOWES COS INC COM 548661107 10,996 100,000 SH   SOLE   100,000 0 0
M & T BK CORP COM 55261F104 8,688 55,000 SH   SOLE   55,000 0 0
MANULIFE FINL CORP COM 56501R106 6,149 335,000 SH   SOLE   335,000 0 0
MARATHON OIL CORP COM 565849106 1,066 86,884 SH   SOLE   86,884 0 0
MARATHON PETE CORP COM 56585A102 4,489 73,896 SH   SOLE   73,896 0 0
MARSH & MCLENNAN COS INC COM 571748102 19,560 195,500 SH   SOLE   195,500 0 0
MASTERCARD INC CL A 57636Q104 30,552 112,500 SH   SOLE   112,500 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,969 12,600 SH   SOLE   12,600 0 0
MCDONALDS CORP COM 580135101 8,457 39,389 SH   SOLE   39,389 0 0
MCKESSON CORP COM 58155Q103 4,493 32,878 SH   SOLE   32,878 0 0
MERCK & CO INC COM 58933Y105 28,200 335,000 SH   SOLE   335,000 0 0
MICROSOFT CORP COM 594918104 76,467 550,000 SH   SOLE   550,000 0 0
MOSAIC CO NEW COM 61945C103 5,125 250,000 SH   SOLE   250,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 852 40,170 SH   SOLE   40,170 0 0
NETEASE INC SPONSORED ADS 64110W102 2,701 10,147 SH   SOLE   10,147 0 0
NETFLIX INC COM 64110L106 10,705 40,000 SH   SOLE   40,000 0 0
NEW RELIC INC COM 64829B100 4,609 75,000 SH   SOLE   75,000 0 0
NIKE INC CL B 654106103 12,628 134,459 SH   SOLE   134,459 0 0
NISOURCE INC COM 65473P105 1,376 46,000 SH   SOLE   46,000 0 0
NOBLE ENERGY INC COM 655044105 1,149 51,136 SH   SOLE   51,136 0 0
NORDSTROM INC COM 655664100 1,230 36,542 SH   SOLE   36,542 0 0
NORFOLK SOUTHERN CORP COM 655844108 11,139 62,000 SH   SOLE   62,000 0 0
NUTRIEN LTD COM 67077M108 8,674 174,000 SH   SOLE   174,000 0 0
NVIDIA CORP COM 67066G104 13,055 75,000 SH   SOLE   75,000 0 0
OCCIDENTAL PETE CORP COM 674599105 3,853 86,640 SH   SOLE   86,640 0 0
ONEOK INC NEW COM 682680103 3,472 47,113 SH   SOLE   47,113 0 0
ORACLE CORP COM 68389X105 3,162 57,452 SH   SOLE   57,452 0 0
PEPSICO INC COM 713448108 20,167 147,100 SH   SOLE   147,100 0 0
PFIZER INC COM 717081103 4,312 120,000 SH   SOLE   120,000 0 0
PHILLIPS 66 COM 718546104 5,151 50,300 SH   SOLE   50,300 0 0
PIONEER NAT RES CO COM 723787107 2,210 17,569 SH   SOLE   17,569 0 0
POLARIS INC COM 731068102 1,871 21,264 SH   SOLE   21,264 0 0
PROCTER & GAMBLE CO COM 742718109 32,401 260,500 SH   SOLE   260,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,879 89,045 SH   SOLE   89,045 0 0
PRUDENTIAL FINL INC COM 744320102 6,872 76,393 SH   SOLE   76,393 0 0
PTC INC COM 69370C100 6,818 100,000 SH   SOLE   100,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 3,762 60,600 SH   SOLE   60,600 0 0
PVH CORP COM 693656100 4,412 50,000 SH   SOLE   50,000 0 0
READY CAP CORP COM 75574U101 5,174 325,000 SH   SOLE   325,000 0 0
REPUBLIC SVCS INC COM 760759100 17,310 200,000 SH   SOLE   200,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 7,114 100,000 SH   SOLE   100,000 0 0
ROBERT HALF INTL INC COM 770323103 1,999 35,913 SH   SOLE   35,913 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,978 12,000 SH   SOLE   12,000 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 5,542 113,700 SH   SOLE   113,700 0 0
ROPER TECHNOLOGIES INC COM 776696106 19,256 54,000 SH   SOLE   54,000 0 0
ROSS STORES INC COM 778296103 2,933 26,698 SH   SOLE   26,698 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 16,078 198,072 SH   SOLE   198,072 0 0
SALESFORCE COM INC COM 79466L302 14,844 100,000 SH   SOLE   100,000 0 0
SCHLUMBERGER LTD COM 806857108 6,287 183,979 SH   SOLE   183,979 0 0
SEMPRA ENERGY COM 816851109 4,724 32,000 SH   SOLE   32,000 0 0
SERVICENOW INC COM 81762P102 7,616 30,000 SH   SOLE   30,000 0 0
SHOPIFY INC CL A 82509L107 7,785 25,000 SH   SOLE   25,000 0 0
SOUTHERN CO COM 842587107 7,536 122,000 SH   SOLE   122,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 12,696 166,500 SH   SOLE   166,500 0 0
SPDR SERIES TRUST BLOOMBERG SRT TR 78468R408 438,102 16,220,000 SH   SOLE   16,220,000 0 0
SPLUNK INC COM 848637104 4,714 40,000 SH   SOLE   40,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,166 15,000 SH   SOLE   15,000 0 0
STATE STR CORP COM 857477103 3,551 60,000 SH   SOLE   60,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 16,642 527,242 SH   SOLE   527,242 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,267 50,000 SH   SOLE   50,000 0 0
TAPESTRY INC COM 876030107 3,908 150,000 SH   SOLE   150,000 0 0
TARGA RES CORP COM 87612G101 980 24,392 SH   SOLE   24,392 0 0
TELUS CORP COM 87971M103 2,464 69,200 SH   SOLE   69,200 0 0
TESLA INC COM 88160R101 48,174 200,000 SH Put SOLE   200,000 0 0
TEXAS INSTRS INC COM 882508104 3,890 30,096 SH   SOLE   30,096 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 8,701 208,000 SH   SOLE   208,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,651 29,700 SH   SOLE   29,700 0 0
TJX COS INC NEW COM 872540109 8,361 150,000 SH   SOLE   150,000 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 39,340 674,236 SH   SOLE   674,236 0 0
TRACTOR SUPPLY CO COM 892356106 2,090 23,109 SH   SOLE   23,109 0 0
TRIPADVISOR INC COM 896945201 3,868 100,000 SH   SOLE   100,000 0 0
TWILIO INC CL A 90138F102 10,996 100,000 SH   SOLE   100,000 0 0
UNDER ARMOUR INC CL A 904311107 4,985 250,000 SH   SOLE   250,000 0 0
UNION PACIFIC CORP COM 907818108 15,388 95,000 SH   SOLE   95,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,387 70,000 SH   SOLE   70,000 0 0
V F CORP COM 918204108 4,450 50,000 SH   SOLE   50,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,653 89,778 SH   SOLE   89,778 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11,054 40,551 SH   SOLE   40,551 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 102,123 1,260,000 SH   SOLE   1,260,000 0 0
WASTE CONNECTIONS INC COM 94106B101 19,044 207,000 SH   SOLE   207,000 0 0
WASTE MGMT INC DEL COM 94106L109 29,325 255,000 SH   SOLE   255,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 25,152 416,700 SH   SOLE   416,700 0 0
VERMILION ENERGY INC COM 923725105 881 52,860 SH   SOLE   52,860 0 0
WESTERN DIGITAL CORP COM 958102105 7,455 125,000 SH   SOLE   125,000 0 0
WILLIAMS COS INC DEL COM 969457100 3,103 128,967 SH   SOLE   128,967 0 0
VISA INC COM CL A 92826C839 26,576 154,500 SH   SOLE   154,500 0 0
VMWARE INC CL A COM 928563402 11,255 75,000 SH   SOLE   75,000 0 0
XCEL ENERGY INC COM 98389B100 3,958 61,000 SH   SOLE   61,000 0 0
XILINX INC COM 983919101 6,234 65,000 SH   SOLE   65,000 0 0
ZENDESK INC COM 98936J101 10,932 150,000 SH   SOLE   150,000 0 0