AGF Investments America 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

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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
Acuity Brands Inc.	COM	00508Y102	5,750	84,900	SH		SOLE	NONE	84,900	0	0
Advantage Oil and Gas Limited	COM	00765F101	321	99,600	SH		SOLE	NONE	99,600	0	0
Agnico-Eagle Mines Limited	COM	008474108	68	1,300	SH		SOLE	NONE	1,300	0	0
Agrium Inc.	COM	008916108	3,537	35,400	SH		SOLE	NONE	35,400	0	0
Albemarle Corporation	COM	012653101	5,665	91,200	SH		SOLE	NONE	91,200	0	0
Allied Nevada Gold Corporation	COM	019344100	124	4,100	SH		SOLE	NONE	4,100	0	0
America Movil SAB de CV 'L' ADR	ADR	02364W105	13,847	598,414	SH		SOLE	NONE	598,414	0	0
Anadarko Petroleum Corporation	COM	032511107	74	1,000	SH		SOLE	NONE	1,000	0	0
AngloGold Ashanti Limited ADR	ADR	035128206	292	9,300	SH		SOLE	NONE	9,300	0	0
Apache Corporation	COM	037411105	479	6,100	SH		SOLE	NONE	6,100	0	0
Barrick Gold Corporation	COM	067901108	746	21,300	SH		SOLE	NONE	21,300	0	0
CLARCOR Inc.	COM	179895107	3,550	74,300	SH		SOLE	NONE	74,300	0	0
Cameco Corporation	COM	13321L108	600	30,394	SH		SOLE	NONE	30,394	0	0
Canadian Natural Resources Limited	COM	136385101	1,209	41,900	SH		SOLE	NONE	41,900	0	0
Cenovus Energy Inc.	COM	15135U109	674	20,100	SH		SOLE	NONE	20,100	0	0
Central Fund of Canada Limited - A	MFC	153501101	288	13,700	SH		SOLE	NONE	4,600	0	9,100
Compania de Minas Buenaventura SA ADR	ADR	204448104	14,340	398,894	SH		SOLE	NONE	398,894	0	0
Continental Resources Inc.	COM	212015101	536	7,300	SH		SOLE	NONE	7,300	0	0
Credicorp Limited	COM	G2519Y108	23,852	162,746	SH		SOLE	NONE	162,746	0	0
Cree Inc.	COM	225447101	1,998	58,800	SH		SOLE	NONE	58,800	0	0
Cummins Inc.	COM	231021106	6,468	59,700	SH		SOLE	NONE	59,700	0	0
Devon Energy Corporation	COM	25179M103	323	6,200	SH		SOLE	NONE	6,200	0	0
Eldorado Gold Corporation	COM	284902103	15,545	1,204,998	SH		SOLE	NONE	1,204,998	0	0
Enbridge Inc.	COM	29250N105	5,983	138,000	SH		SOLE	NONE	138,000	0	0
Enersis SA ADR	ADR	29274F104	6,422	352,490	SH		SOLE	NONE	352,490	0	0
Exxon Mobil Corporation	COM	30231G102	164	1,900	SH		SOLE	NONE	1,900	0	0
Fomento Economico Mexicano SAB de CV ADR	ADR	344419106	14,801	146,982	SH		SOLE	NONE	146,982	0	0
Forbes Energy Services Ltd.	COM	345143101	31	12,245	SH		SOLE	NONE	12,245	0	0
Franco-Nevada Corporation	COM	351858105	63	1,100	SH		SOLE	NONE	1,100	0	0
Freeport-McMoRan Copper & Gold Inc.	COM	35671D857	885	25,876	SH		SOLE	NONE	25,876	0	0
Goldcorp Inc.	COM	380956409	313	8,500	SH		SOLE	NONE	8,500	0	0
Halliburton Company	COM	406216101	971	28,000	SH		SOLE	NONE	28,000	0	0
Herbalife Limited	COM	G4412G101	1,301	39,500	SH		SOLE	NONE	39,500	0	0
HudBay Minerals Inc.	COM	443628102	324	32,100	SH		SOLE	NONE	32,100	0	0
Imperial Oil Limited	COM	453038408	439	10,200	SH		SOLE	NONE	10,200	0	0
Johnson Controls Inc.	COM	478366107	7,132	232,300	SH		SOLE	NONE	232,300	0	0
Magna International Inc.	COM	559222401	2,514	50,200	SH		SOLE	NONE	50,200	0	0
MasTec Inc.	COM	576323109	6,563	263,255	SH		SOLE	NONE	263,255	0	0
Newmont Mining Corporation	COM	651639106	218	4,700	SH		SOLE	NONE	4,700	0	0
Noble Corporation	COM	H5833N103	376	10,800	SH		SOLE	NONE	10,800	0	0
Occidental Petroleum Corporation	COM	674599105	661	8,626	SH		SOLE	NONE	8,626	0	0
Pall Corporation	COM	696429307	2,657	44,100	SH		SOLE	NONE	44,100	0	0
Peabody Energy Corporation	COM	704549104	679	25,500	SH		SOLE	NONE	25,500	0	0
Pentair Ltd-Registered	COM	H6169Q108	7,628	155,200	SH		SOLE	NONE	155,200	0	0
Petroleo Brasileiro SA - Petrobras ADR	ADR	71654V408	343	17,600	SH		SOLE	NONE	17,600	0	0
Potash Corporation of Saskatchewan Inc.	COM	73755L107	3,737	91,600	SH		SOLE	NONE	91,600	0	0
Praxair Inc.	COM	74005P104	2,879	26,300	SH		SOLE	NONE	26,300	0	0
Progressive Waste Solutions Limited	COM	74339G101	1,000	46,200	SH		SOLE	NONE	46,200	0	0
Quanta Services Inc.	COM	74762E102	3,853	141,200	SH		SOLE	NONE	141,200	0	0
Randgold Resources Limited ADR	ADR	752344309	21,851	220,161	SH		SOLE	NONE	220,161	0	0
Royal Dutch Shell PLC 'A' ADR	ADR	780259206	76	1,100	SH		SOLE	NONE	1,100	0	0
Silver Wheaton Corporation	COM	828336107	535	14,800	SH		SOLE	NONE	14,800	0	0
Southern Copper Corporation	COM	84265V105	942	24,890	SH		SOLE	NONE	24,890	0	0
Suncor Energy Inc.	COM	867224107	5,097	154,600	SH		SOLE	NONE	154,600	0	0
Taiwan Semiconductor Manufacturing Company Limited ADR	ADR	874039100	1,024	59,692	SH		SOLE	NONE	59,692	0	0
Talisman Energy Inc.	COM	87425E103	742	65,400	SH		SOLE	NONE	65,400	0	0
Teck Resources Limited 'B'	COM	878742204	1,027	28,200	SH		SOLE	NONE	28,200	0	0
Tenaris SA ADR	ADR	88031M109	23,316	556,212	SH		SOLE	NONE	556,212	0	0
Tesla Motors Inc	COM	88160R101	2,391	70,600	SH		SOLE	NONE	70,600	0	0
Teva Pharmaceutical Industries Limited ADR	ADR	881624209	14,038	375,953	SH		SOLE	NONE	375,953	0	0
Thermo Fisher Scientific Inc.	COM	883556102	6,282	98,500	SH		SOLE	NONE	98,500	0	0
TransCanada Corporation	COM	89353D107	2,313	48,800	SH		SOLE	NONE	48,800	0	0
Trimble Navigation Limited	COM	896239100	6,713	112,300	SH		SOLE	NONE	112,300	0	0
United Natural Foods Inc.	COM	911163103	4,175	77,900	SH		SOLE	NONE	77,900	0	0
Vale SA ADR	ADR	91912E105	9,386	447,796	SH		SOLE	NONE	447,796	0	0
Valmont Industries Inc.	COM	920253101	4,165	30,500	SH		SOLE	NONE	30,500	0	0
Whiting Petroleum Corporation	COM	966387102	655	15,100	SH		SOLE	NONE	15,100	0	0
Whole Foods Market Inc.	COM	966837106	1,863	20,400	SH		SOLE	NONE	20,400	0	0
World Energy Solutions Inc.	COM	98145W208	967	222,210	SH		SOLE	NONE	222,210	0	0
Yamana Gold Inc.	COM	98462Y100	11,957	693,375	SH		SOLE	NONE	693,375	0	0