Nikko Asset Management Americas 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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	529	3,000	SH		SOLE		0	0	3,000
ABBOTT LABORATORIES	COM	002824100	385	9,100	SH		SOLE		0	0	9,100
ABBVIE INC	COM	00287Y109	1,621	25,700	SH		SOLE		25,700	0	0
ABBVIE INC	COM	00287Y109	1,822	28,900	SH		SOLE		0	0	28,900
ACCENTURE PLC-CL A	COM	G1151C101	391	3,200	SH		SOLE		0	0	3,200
ACUITY BRANDS INC	COM	00508Y102	555	2,100	SH		SOLE		0	0	2,100
ADOBE SYSTEMS INC	COM	00724F101	336	3,100	SH		SOLE		0	0	3,100
ADVANCE AUTO PARTS INC	COM	00751Y106	1,029	6,900	SH		SOLE		0	0	6,900
AERCAP HOLDINGS NV	COM	N00985106	115	3,000	SH		SOLE		0	0	3,000
AETNA INC	COM	00817Y108	208	1,800	SH		SOLE		0	0	1,800
AGRIUM INC	COM	008916108	17,371	191,538	SH		SOLE		191,538	0	0
AIR PRODUCTS & CHEMICALS INC	COM	009158106	361	2,400	SH		SOLE		0	0	2,400
ALLERGAN PLC	COM	G0177J108	484	2,100	SH		SOLE		0	0	2,100
ALPHABET INC-CL A	COM	02079K305	1,286	1,600	SH		SOLE		0	0	1,600
ALPHABET INC-CL C	COM	02079K107	1,324	1,704	SH		SOLE		0	0	1,704
ALTRIA GROUP INC	COM	02209S103	3,287	52,000	SH		SOLE		52,000	0	0
AMAZON.COM INC	COM	023135106	1,674	2,000	SH		SOLE		0	0	2,000
AMERICAN ELECTRIC POWER	COM	025537101	225	3,500	SH		SOLE		0	0	3,500
AMERICAN EXPRESS CO	COM	025816109	391	6,100	SH		SOLE		0	0	6,100
AMERICAN INTERNATIONAL GROUP	COM	026874784	475	8,000	SH		SOLE		0	0	8,000
AMERICAN TOWER CORP	COM	03027X100	1,564	13,800	SH		SOLE		0	0	13,800
AMERIPRISE FINANCIAL INC	COM	03076C106	349	3,500	SH		SOLE		0	0	3,500
AMGEN INC	COM	031162100	700	4,200	SH		SOLE		0	0	4,200
ANADARKO PETROLEUM CORP	COM	032511107	165	2,600	SH		SOLE		0	0	2,600
ANADARKO PETROLEUM CORP	COM	032511107	1,115	17,600	SH		SOLE		0	0	17,600
ANADARKO PETROLEUM CORP	COM	032511107	23,324	368,236	SH		SOLE		368,236	0	0
ANGLOGOLD ASHANTI-SPON ADR	COM	035128206	16,892	1,060,400	SH		SOLE		1,060,400	0	0
ANTHEM INC	COM	036752103	288	2,300	SH		SOLE		0	0	2,300
AON PLC	COM	G0408V102	427	3,800	SH		SOLE		0	0	3,800
APPLE INC	COM	037833100	3,209	28,400	SH		SOLE		0	0	28,400
APPLIED MATERIALS INC	COM	038222105	133	4,400	SH		SOLE		0	0	4,400
ARCHER-DANIELS-MIDLAND CO	COM	039483102	18,327	434,699	SH		SOLE		434,699	0	0
AT&T INC	COM	00206R102	2,424	59,700	SH		SOLE		0	0	59,700
AUTOMATIC DATA PROCESSING	COM	053015103	203	2,300	SH		SOLE		0	0	2,300
AVALONBAY COMMUNITIES INC	COM	053484101	782	4,400	SH		SOLE		0	0	4,400
BAKER HUGHES INC	COM	057224107	9,297	184,245	SH		SOLE		184,245	0	0
BANCO BRADESCO-ADR	COM	059460303	458	50,542	SH		SOLE		0	0	50,542
BANK OF AMERICA CORP	COM	060505104	837	53,500	SH		SOLE		0	0	53,500
BANK OF MONTREAL	COM	063671101	210	3,200	SH		SOLE		0	0	3,200
BANK OF NEW YORK MELLON CORP	COM	064058100	315	7,900	SH		SOLE		0	0	7,900
BANK OF NOVA SCOTIA	COM	064149107	323	6,100	SH		SOLE		0	0	6,100
BARRICK GOLD CORP	COM	067901108	570	32,200	SH		SOLE		0	0	32,200
BARRICK GOLD CORP	COM	067901108	25,988	1,466,600	SH		SOLE		1,466,600	0	0
BCE INC	COM	05534B760	964	20,900	SH		SOLE		20,900	0	0
BERKSHIRE HATHAWAY INC-CL B	COM	084670702	780	5,400	SH		SOLE		0	0	5,400
BEST BUY CO INC	COM	086516101	737	19,300	SH		SOLE		19,300	0	0
BHP BILLITON PLC-ADR	COM	05545E209	58,232	1,917,412	SH		SOLE		1,917,412	0	0
BIOGEN INC	COM	09062X103	376	1,200	SH		SOLE		0	0	1,200
BLACKROCK INC	COM	09247X101	326	900	SH		SOLE		0	0	900
BOSTON PROPERTIES INC	COM	101121101	327	2,400	SH		SOLE		0	0	2,400
BP PLC-SPONS ADR	COM	055622104	27,046	769,438	SH		SOLE		769,438	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	507	9,400	SH		SOLE		0	0	9,400
BROADCOM LTD	COM	Y09827109	776	4,500	SH		SOLE		0	0	4,500
C.H. ROBINSON WORLDWIDE INC	COM	12541W209	923	13,100	SH		SOLE		0	0	13,100
CABOT OIL & GAS CORP	COM	127097103	830	32,200	SH		SOLE		0	0	32,200
CABOT OIL & GAS CORP	COM	127097103	12,953	502,257	SH		SOLE		502,257	0	0
CAN IMPERIAL BK OF COMMERCE	COM	136069101	1,488	19,200	SH		SOLE		19,200	0	0
CANADIAN NATL RAILWAY CO	COM	136375102	294	4,500	SH		SOLE		0	0	4,500
CANADIAN NATURAL RESOURCES	COM	136385101	805	25,200	SH		SOLE		0	0	25,200
CANADIAN NATURAL RESOURCES	COM	136385101	11,910	371,830	SH		SOLE		371,830	0	0
CAPITAL ONE FINANCIAL CORP	COM	14040H105	201	2,800	SH		SOLE		0	0	2,800
CATERPILLAR INC	COM	149123101	604	6,800	SH		SOLE		0	0	6,800
CELGENE CORP	COM	151020104	1,442	13,800	SH		SOLE		0	0	13,800
CF INDUSTRIES HOLDINGS INC	COM	125269100	11,543	474,230	SH		SOLE		474,230	0	0
CHARTER COMMUNICATIONS INC-A	COM	16119P108	211	782	SH		SOLE		0	0	782
CHEVRON CORP	COM	166764100	988	9,600	SH		SOLE		0	0	9,600
CHEVRON CORP	COM	166764100	1,163	11,300	SH		SOLE		0	0	11,300
CHEVRON CORP	COM	166764100	5,115	49,700	SH		SOLE		49,700	0	0
CHEVRON CORP	COM	166764100	26,760	260,030	SH		SOLE		260,030	0	0
CHINA PETROLEUM & CHEM-ADR	COM	16941R108	5,829	78,990	SH		SOLE		78,990	0	0
CHUBB LTD	COM	H1467J104	302	2,400	SH		SOLE		0	0	2,400
CIGNA CORP	COM	125509109	248	1,900	SH		SOLE		0	0	1,900
CIMAREX ENERGY CO	COM	171798101	511	3,800	SH		SOLE		0	0	3,800
CISCO SYSTEMS INC	COM	17275R102	837	26,400	SH		SOLE		0	0	26,400
CISCO SYSTEMS INC	COM	17275R102	1,624	51,200	SH		SOLE		51,200	0	0
CITIGROUP INC	COM	172967424	704	14,900	SH		SOLE		0	0	14,900
CNOOC LTD-SPON ADR	COM	126132109	6,280	49,652	SH		SOLE		49,652	0	0
COACH INC	COM	189754104	1,137	31,100	SH		SOLE		31,100	0	0
COCA-COLA CO/THE	COM	191216100	1,697	40,100	SH		SOLE		0	0	40,100
COLGATE-PALMOLIVE CO	COM	194162103	593	8,000	SH		SOLE		0	0	8,000
COMCAST CORP-CLASS A	COM	20030N101	849	12,800	SH		SOLE		0	0	12,800
CONCHO RESOURCES INC	COM	20605P101	989	7,200	SH		SOLE		0	0	7,200
CONCHO RESOURCES INC	COM	20605P101	14,805	107,800	SH		SOLE		107,800	0	0
CONOCOPHILLIPS	COM	20825C104	272	6,268	SH		SOLE		0	0	6,268
CONOCOPHILLIPS	COM	20825C104	6,497	149,500	SH		SOLE		149,500	0	0
COOPER COS INC/THE	COM	216648402	1,147	6,400	SH		SOLE		0	0	6,400
COSTCO WHOLESALE CORP	COM	22160K105	534	3,500	SH		SOLE		0	0	3,500
CUMMINS INC	COM	231021106	1,153	9,000	SH		SOLE		9,000	0	0
CVS HEALTH CORP	COM	126650100	765	8,600	SH		SOLE		0	0	8,600
DANAHER CORP	COM	235851102	251	3,200	SH		SOLE		0	0	3,200
DARDEN RESTAURANTS INC	COM	237194105	944	15,400	SH		SOLE		15,400	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	5,967	61,800	SH		SOLE		61,800	0	0
DOMINION RESOURCES INC/VA	COM	25746U109	230	3,100	SH		SOLE		0	0	3,100
DOW CHEMICAL CO/THE	COM	260543103	363	7,000	SH		SOLE		0	0	7,000
DOW CHEMICAL CO/THE	COM	260543103	18,949	365,668	SH		SOLE		365,668	0	0
DRIL-QUIP INC	COM	262037104	8,156	146,349	SH		SOLE		146,349	0	0
DU PONT (E.I.) DE NEMOURS	COM	263534109	361	5,400	SH		SOLE		0	0	5,400
DUKE ENERGY CORP	COM	26441C204	336	4,200	SH		SOLE		0	0	4,200
EBAY INC	COM	278642103	263	8,000	SH		SOLE		0	0	8,000
ECOLAB INC	COM	278865100	280	2,300	SH		SOLE		0	0	2,300
EDISON INTERNATIONAL	COM	281020107	448	6,200	SH		SOLE		0	0	6,200
ELDORADO GOLD CORP	COM	284902103	8,901	2,264,883	SH		SOLE		2,264,883	0	0
ELI LILLY & CO	COM	532457108	417	5,200	SH		SOLE		0	0	5,200
EMERSON ELECTRIC CO	COM	291011104	501	9,200	SH		SOLE		0	0	9,200
ENBRIDGE INC	COM	29250N105	387	8,800	SH		SOLE		0	0	8,800
ENTERGY CORP	COM	29364G103	1,043	13,600	SH		SOLE		13,600	0	0
EOG RESOURCES INC	COM	26875P101	290	3,000	SH		SOLE		0	0	3,000
EOG RESOURCES INC	COM	26875P101	822	8,500	SH		SOLE		0	0	8,500
EOG RESOURCES INC	COM	26875P101	9,804	101,400	SH		SOLE		101,400	0	0
EQT CORP	COM	26884L109	726	10,000	SH		SOLE		0	0	10,000
EQT CORP	COM	26884L109	11,457	157,764	SH		SOLE		157,764	0	0
EXPRESS SCRIPTS HOLDING CO	COM	30219G108	247	3,500	SH		SOLE		0	0	3,500
EXXON MOBIL CORP	COM	30231G102	1,501	17,200	SH		SOLE		0	0	17,200
EXXON MOBIL CORP	COM	30231G102	1,892	21,672	SH		SOLE		0	0	21,672
EXXON MOBIL CORP	COM	30231G102	6,607	75,700	SH		SOLE		75,700	0	0
EXXON MOBIL CORP	COM	30231G102	36,494	418,121	SH		SOLE		418,121	0	0
FACEBOOK INC-A	COM	30303M102	3,040	23,700	SH		SOLE		0	0	23,700
FEDEX CORP	COM	31428X106	559	3,200	SH		SOLE		0	0	3,200
FERRARI NV	COM	N3167Y103	145	2,800	SH		SOLE		0	0	2,800
FMC TECHNOLOGIES INC	COM	30249U101	53	1,800	SH		SOLE		0	0	1,800
FMC TECHNOLOGIES INC	COM	30249U101	9,560	322,332	SH		SOLE		322,332	0	0
FNF GROUP	COM	31620R303	480	13,000	SH		SOLE		0	0	13,000
FORD MOTOR CO	COM	345370860	230	19,100	SH		SOLE		0	0	19,100
FREEPORT-MCMORAN INC	COM	35671D857	19,123	1,760,847	SH		SOLE		1,760,847	0	0
FRONTIER COMMUNICATIONS CORP	COM	35906A108	0	1	SH		SOLE		0	0	1
GENERAL ELECTRIC CO	COM	369604103	1,380	46,600	SH		SOLE		0	0	46,600
GENERAL MILLS INC	COM	370334104	198	3,100	SH		SOLE		0	0	3,100
GENERAL MOTORS CO	COM	37045V100	343	10,800	SH		SOLE		0	0	10,800
GENERAL MOTORS CO	COM	37045V100	1,493	47,000	SH		SOLE		47,000	0	0
GILEAD SCIENCES INC	COM	375558103	554	7,000	SH		SOLE		0	0	7,000
GOLDCORP INC	COM	380956409	15,683	949,363	SH		SOLE		949,363	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	323	2,000	SH		SOLE		0	0	2,000
GULFPORT ENERGY CORP	COM	402635304	8,534	302,200	SH		SOLE		302,200	0	0
HALLIBURTON CO	COM	406216101	206	4,600	SH		SOLE		0	0	4,600
HALLIBURTON CO	COM	406216101	700	15,600	SH		SOLE		0	0	15,600
HALLIBURTON CO	COM	406216101	24,521	546,500	SH		SOLE		546,500	0	0
HARMAN INTERNATIONAL	COM	413086109	540	6,400	SH		SOLE		0	0	6,400
HARRIS CORP	COM	413875105	440	4,800	SH		SOLE		0	0	4,800
HCP INC	COM	40414L109	349	9,200	SH		SOLE		0	0	9,200
HD SUPPLY HOLDINGS INC	COM	40416M105	985	30,800	SH		SOLE		0	0	30,800
HESS CORP	COM	42809H107	7,970	148,670	SH		SOLE		148,670	0	0
HEWLETT PACKARD ENTERPRIS	COM	42824C109	205	9,000	SH		SOLE		0	0	9,000
HOLLYFRONTIER CORP	COM	436106108	5,508	224,800	SH		SOLE		224,800	0	0
HOME DEPOT INC	COM	437076102	824	6,400	SH		SOLE		0	0	6,400
HONEYWELL INTERNATIONAL INC	COM	438516106	443	3,800	SH		SOLE		0	0	3,800
HP INC	COM	40434L105	140	9,000	SH		SOLE		0	0	9,000
HUNTINGTON BANCSHARES INC	COM	446150104	1,370	139,100	SH		SOLE		0	0	139,100
ICON PLC	COM	G4705A100	1,121	14,500	SH		SOLE		0	0	14,500
ILLINOIS TOOL WORKS	COM	452308109	659	5,500	SH		SOLE		0	0	5,500
INTEL CORP	COM	458140100	992	26,300	SH		SOLE		0	0	26,300
INTEL CORP	COM	458140100	3,494	92,600	SH		SOLE		92,600	0	0
INTERNATIONAL PAPER CO	COM	460146103	384	8,000	SH		SOLE		0	0	8,000
INTERNATIONAL PAPER CO	COM	460146103	31,106	648,319	SH		SOLE		648,319	0	0
INTL BUSINESS MACHINES CORP	COM	459200101	858	5,400	SH		SOLE		0	0	5,400
INTL BUSINESS MACHINES CORP	COM	459200101	2,096	13,200	SH		SOLE		13,200	0	0
ISRAEL CHEMICALS LTD	COM	M5920A109	3,546	911,526	SH		SOLE		911,526	0	0
JOHNSON & JOHNSON	COM	478160104	1,630	13,800	SH		SOLE		0	0	13,800
JOHNSON CONTROLS INTERNATION	COM	G51502105	405	8,700	SH		SOLE		0	0	8,700
JPMORGAN CHASE & CO	COM	46625H100	1,275	19,149	SH		SOLE		0	0	19,149
KELLOGG CO	COM	487836108	325	4,200	SH		SOLE		0	0	4,200
KEYCORP	COM	493267108	1,053	86,600	SH		SOLE		0	0	86,600
KIMBERLY-CLARK CORP	COM	494368103	341	2,700	SH		SOLE		0	0	2,700
KINDER MORGAN INC	COM	49456B101	227	9,800	SH		SOLE		0	0	9,800
KINDER MORGAN INC	COM	49456B101	5,588	241,700	SH		SOLE		241,700	0	0
KLA-TENCOR CORP	COM	482480100	1,157	16,600	SH		SOLE		16,600	0	0
KRAFT HEINZ CO/THE	COM	500754106	268	3,000	SH		SOLE		0	0	3,000
KROGER CO	COM	501044101	350	11,800	SH		SOLE		0	0	11,800
LABORATORY CRP OF AMER HLDGS	COM	50540R409	1,402	10,200	SH		SOLE		0	0	10,200
LIVANOVA PLC	COM	G5509L101	391	6,500	SH		SOLE		0	0	6,500
LOWE'S COS INC	COM	548661107	347	4,800	SH		SOLE		0	0	4,800
LYONDELLBASELL INDU-CL A	COM	N53745100	274	3,400	SH		SOLE		0	0	3,400
MANULIFE FINANCIAL CORP	COM	56501R106	273	19,370	SH		SOLE		0	0	19,370
MARTIN MARIETTA MATERIALS	COM	573284106	6,341	35,411	SH		SOLE		35,411	0	0
MASTERCARD INC	COM	57636Q104	570	5,600	SH		SOLE		0	0	5,600
MATADOR RESOURCES CO	COM	576485205	7,876	323,700	SH		SOLE		323,700	0	0
MAXIM INTEGRATED PRODUCTS	COM	57772K101	774	19,400	SH		SOLE		19,400	0	0
MCDONALD'S CORP	COM	580135101	577	5,000	SH		SOLE		0	0	5,000
MCDONALD'S CORP	COM	580135101	2,538	22,000	SH		SOLE		22,000	0	0
MEDNAX INC	COM	58502B106	1,060	16,000	SH		SOLE		0	0	16,000
MEDTRONIC PLC	COM	G5960L103	639	7,400	SH		SOLE		0	0	7,400
MERCK & CO. INC.	COM	58933Y105	905	14,500	SH		SOLE		0	0	14,500
MERCK & CO. INC.	COM	58933Y105	3,032	48,600	SH		SOLE		48,600	0	0
METLIFE INC	COM	59156R108	318	7,160	SH		SOLE		0	0	7,160
MICROSOFT CORP	COM	594918104	507	8,800	SH		SOLE		8,800	0	0
MICROSOFT CORP	COM	594918104	3,512	61,000	SH		SOLE		0	0	61,000
MONDELEZ INTERNATIONAL INC-A	COM	609207105	544	12,400	SH		SOLE		0	0	12,400
MONSANTO CO	COM	61166W101	296	2,900	SH		SOLE		0	0	2,900
MONSANTO CO	COM	61166W101	38,983	381,400	SH		SOLE		381,400	0	0
MORGAN STANLEY	COM	617446448	240	7,500	SH		SOLE		0	0	7,500
MOSAIC CO/THE	COM	61945C103	21,517	880,029	SH		SOLE		880,029	0	0
NETFLIX INC	COM	64110L106	207	2,100	SH		SOLE		0	0	2,100
NEWMONT MINING CORP	COM	651639106	7,469	190,100	SH		SOLE		190,100	0	0
NEXTERA ENERGY INC	COM	65339F101	293	2,400	SH		SOLE		0	0	2,400
NIKE INC -CL B	COM	654106103	627	11,900	SH		SOLE		0	0	11,900
NOBLE ENERGY INC	COM	655044105	815	22,800	SH		SOLE		0	0	22,800
NOBLE ENERGY INC	COM	655044105	18,490	517,500	SH		SOLE		517,500	0	0
NUCOR CORP	COM	670346105	21,109	426,962	SH		SOLE		426,962	0	0
OCCIDENTAL PETROLEUM CORP	COM	674599105	970	13,300	SH		SOLE		0	0	13,300
OCCIDENTAL PETROLEUM CORP	COM	674599105	1,138	15,600	SH		SOLE		0	0	15,600
OCCIDENTAL PETROLEUM CORP	COM	674599105	18,252	250,300	SH		SOLE		250,300	0	0
OCEANEERING INTL INC	COM	675232102	88	3,200	SH		SOLE		0	0	3,200
OCEANEERING INTL INC	COM	675232102	8,076	293,557	SH		SOLE		293,557	0	0
OIL STATES INTERNATIONAL INC	COM	678026105	341	10,800	SH		SOLE		0	0	10,800
OIL STATES INTERNATIONAL INC	COM	678026105	6,597	208,900	SH		SOLE		208,900	0	0
ORACLE CORP	COM	68389X105	648	16,500	SH		SOLE		0	0	16,500
PACKAGING CORP OF AMERICA	COM	695156109	1,194	14,700	SH		SOLE		14,700	0	0
PARKER HANNIFIN CORP	COM	701094104	402	3,200	SH		SOLE		0	0	3,200
PATTERSON-UTI ENERGY INC	COM	703481101	430	19,200	SH		SOLE		0	0	19,200
PAYCHEX INC	COM	704326107	1,180	20,400	SH		SOLE		20,400	0	0
PAYPAL HOLDINGS INC	COM	70450Y103	233	5,700	SH		SOLE		0	0	5,700
PEPSICO INC	COM	713448108	827	7,600	SH		SOLE		0	0	7,600
PETROCHINA CO LTD -ADR	COM	71646E100	5,856	87,733	SH		SOLE		87,733	0	0
PETROLEO BRASILEIRO-SPON ADR	COM	71654V408	7,506	804,500	SH		SOLE		804,500	0	0
PFIZER INC	COM	717081103	758	22,400	SH		SOLE		22,400	0	0
PFIZER INC	COM	717081103	1,095	32,341	SH		SOLE		0	0	32,341
PHILIP MORRIS INTERNATIONAL	COM	718172109	3,450	35,500	SH		SOLE		35,500	0	0
PHILLIPS 66	COM	718546104	201	2,500	SH		SOLE		0	0	2,500
PHILLIPS 66	COM	718546104	4,366	54,200	SH		SOLE		54,200	0	0
PIONEER NATURAL RESOURCES CO	COM	723787107	167	900	SH		SOLE		0	0	900
PIONEER NATURAL RESOURCES CO	COM	723787107	984	5,300	SH		SOLE		0	0	5,300
PIONEER NATURAL RESOURCES CO	COM	723787107	18,411	99,200	SH		SOLE		99,200	0	0
PNC FINANCIAL SERVICES GROUP	COM	693475105	351	3,900	SH		SOLE		0	0	3,900
POTASH CORP OF SASKATCHEWAN	COM	73755L107	16,409	1,006,096	SH		SOLE		1,006,096	0	0
PPG INDUSTRIES INC	COM	693506107	145	1,400	SH		SOLE		0	0	1,400
PPL CORP	COM	69351T106	124	3,600	SH		SOLE		0	0	3,600
PPL CORP	COM	69351T106	308	8,900	SH		SOLE		8,900	0	0
PRAXAIR INC	COM	74005P104	266	2,200	SH		SOLE		0	0	2,200
PRICELINE GROUP INC/THE	COM	741503403	441	300	SH		SOLE		0	0	300
PROCTER & GAMBLE CO/THE	COM	742718109	1,270	14,188	SH		SOLE		0	0	14,188
PRUDENTIAL FINANCIAL INC	COM	744320102	335	4,100	SH		SOLE		0	0	4,100
PUBLIC STORAGE	COM	74460D109	335	1,500	SH		SOLE		0	0	1,500
QUALCOMM INC	COM	747525103	562	8,200	SH		SOLE		0	0	8,200
QUALCOMM INC	COM	747525103	2,534	37,000	SH		SOLE		37,000	0	0
RANDGOLD RESOURCES LTD-ADR	COM	752344309	4,651	46,443	SH		SOLE		46,443	0	0
REYNOLDS AMERICAN INC	COM	761713106	1,141	24,200	SH		SOLE		24,200	0	0
RIO TINTO PLC-SPON ADR	COM	767204100	35,543	1,064,164	SH		SOLE		1,064,164	0	0
ROWAN COMPANIES PLC-A	COM	G7665A101	130	8,600	SH		SOLE		0	0	8,600
ROWAN COMPANIES PLC-A	COM	G7665A101	4,918	324,400	SH		SOLE		324,400	0	0
ROYAL BANK OF CANADA	COM	780087102	532	8,600	SH		SOLE		0	0	8,600
ROYAL DUTCH SHELL-SPON ADR-A	COM	780259206	39,820	795,450	SH		SOLE		795,450	0	0
S&P GLOBAL INC	COM	78409V104	380	3,000	SH		SOLE		0	0	3,000
SALESFORCE.COM INC	COM	79466L302	271	3,800	SH		SOLE		0	0	3,800
SCHLUMBERGER LTD	COM	806857108	574	7,300	SH		SOLE		0	0	7,300
SCHLUMBERGER LTD	COM	806857108	881	11,200	SH		SOLE		0	0	11,200
SCHLUMBERGER LTD	COM	806857108	28,438	361,671	SH		SOLE		361,671	0	0
SCHWAB (CHARLES) CORP	COM	808513105	344	10,900	SH		SOLE		0	0	10,900
SCOTTS MIRACLE-GRO CO-CL A	COM	810186106	1,291	15,500	SH		SOLE		0	0	15,500
SEMPRA ENERGY	COM	816851109	461	4,300	SH		SOLE		0	0	4,300
SIMON PROPERTY GROUP INC	COM	828806109	331	1,600	SH		SOLE		0	0	1,600
SL GREEN REALTY CORP	COM	78440X101	454	4,200	SH		SOLE		0	0	4,200
SM ENERGY CO	COM	78454L100	7,082	183,607	SH		SOLE		183,607	0	0
SOUTHERN CO/THE	COM	842587107	210	4,100	SH		SOLE		0	0	4,100
SOUTHERN COPPER CORP	COM	84265V105	8,226	312,770	SH		SOLE		312,770	0	0
SPECTRA ENERGY CORP	COM	847560109	1,355	31,700	SH		SOLE		31,700	0	0
STARBUCKS CORP	COM	855244109	465	8,600	SH		SOLE		0	0	8,600
STEEL DYNAMICS INC	COM	858119100	9,524	381,100	SH		SOLE		381,100	0	0
SUNCOR ENERGY INC	COM	867224107	926	33,400	SH		SOLE		0	0	33,400
SUPERIOR ENERGY SERVICES INC	COM	868157108	362	20,200	SH		SOLE		0	0	20,200
SUPERIOR ENERGY SERVICES INC	COM	868157108	12,729	711,092	SH		SOLE		711,092	0	0
SYNERGY RESOURCES CORP	COM	87164P103	7,373	1,065,400	SH		SOLE		1,065,400	0	0
SYNGENTA AG-ADR	COM	87160A100	18,939	216,123	SH		SOLE		216,123	0	0
SYNNEX CORP	COM	87162W100	1,221	10,700	SH		SOLE		0	0	10,700
TAHOE RESOURCES INC	COM	873868103	13,215	1,030,850	SH		SOLE		1,030,850	0	0
TARGET CORP	COM	87612E106	220	3,200	SH		SOLE		0	0	3,200
TECK RESOURCES LTD-CLS B	COM	878742204	5,281	293,051	SH		SOLE		293,051	0	0
TELUS CORP	COM	87971M103	340	10,300	SH		SOLE		0	0	10,300
TELUS CORP	COM	87971M103	1,055	32,000	SH		SOLE		32,000	0	0
TEXAS INSTRUMENTS INC	COM	882508104	379	5,400	SH		SOLE		0	0	5,400
THERMO FISHER SCIENTIFIC INC	COM	883556102	350	2,200	SH		SOLE		0	0	2,200
TIME WARNER INC	COM	887317303	479	6,011	SH		SOLE		0	0	6,011
TJX COMPANIES INC	COM	872540109	389	5,200	SH		SOLE		0	0	5,200
TORONTO-DOMINION BANK	COM	891160509	488	11,000	SH		SOLE		0	0	11,000
TOTAL SA-SPON ADR	COM	89151E109	37,168	779,212	SH		SOLE		779,212	0	0
TRAVELERS COS INC/THE	COM	89417E109	332	2,900	SH		SOLE		0	0	2,900
TWENTY-FIRST CENTURY FOX-A	COM	90130A101	211	8,700	SH		SOLE		0	0	8,700
TYSON FOODS INC-CL A	COM	902494103	1,128	15,100	SH		SOLE		0	0	15,100
UBS GROUP AG-REG	COM	H42097107	274	20,100	SH		SOLE		0	0	20,100
UNION PACIFIC CORP	COM	907818108	419	4,300	SH		SOLE		0	0	4,300
UNITED PARCEL SERVICE-CL B	COM	911312106	383	3,500	SH		SOLE		0	0	3,500
UNITEDHEALTH GROUP INC	COM	91324P102	686	4,900	SH		SOLE		0	0	4,900
US BANCORP	COM	902973304	390	9,100	SH		SOLE		0	0	9,100
VALERO ENERGY CORP	COM	91913Y100	832	15,700	SH		SOLE		0	0	15,700
VALERO ENERGY CORP	COM	91913Y100	6,512	122,900	SH		SOLE		122,900	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	639	12,300	SH		SOLE		0	0	12,300
VISA INC-CLASS A SHARES	COM	92826C839	835	10,100	SH		SOLE		0	0	10,100
WALGREENS BOOTS ALLIANCE INC	COM	931427108	161	2,000	SH		SOLE		0	0	2,000
WAL-MART STORES INC	COM	931142103	609	8,449	SH		SOLE		0	0	8,449
WALT DISNEY CO/THE	COM	254687106	864	9,300	SH		SOLE		0	0	9,300
WASTE MANAGEMENT INC	COM	94106L109	236	3,700	SH		SOLE		3,700	0	0
WEATHERFORD INTERNATIONAL PL	COM	G48833100	4,422	788,300	SH		SOLE		788,300	0	0
WELLS FARGO & CO	COM	949746101	1,111	25,100	SH		SOLE		0	0	25,100
WEYERHAEUSER CO	COM	962166104	22,958	719,007	SH		SOLE		719,007	0	0
YUM! BRANDS INC	COM	988498101	372	4,100	SH		SOLE		0	0	4,100