AGF Investments America 13FHR Quarterly holdings report by institutional manager | SEC 30 Jul 14

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	8,074	58,400	SH		SOLE	NONE	58,400	0	0
Agnico Eagle Mines Ltd.	COM	008474108	50	1,300	SH		SOLE	NONE	1,300	0	0
America Movil SAB de CV 'L' ADR	ADR	02364W105	9,008	434,106	SH		SOLE	NONE	434,106	0	0
Anadarko Petroleum Corporation	COM	032511107	164	1,500	SH		SOLE	NONE	1,500	0	0
AngloGold Ashanti Ltd. ADR	ADR	035128206	48	2,800	SH		SOLE	NONE	2,800	0	0
B2Gold Corporation	COM	11777Q209	55	18,700	SH		SOLE	NONE	18,700	0	0
Barrick Gold Corporation	COM	067901108	29	1,600	SH		SOLE	NONE	1,600	0	0
Boulder Brands Inc.	COM	101405108	3,497	246,600	SH		SOLE	NONE	246,600	0	0
Brookfield Renewable Energy Partners LP	LTD PART	G16258108	5,010	169,500	SH		SOLE	NONE	169,500	0	0
Cameco Corporation	COM	13321L108	184	9,394	SH		SOLE	NONE	9,394	0	0
Canadian Natural Resources Ltd.	COM	136385101	436	9,500	SH		SOLE	NONE	9,500	0	0
Chevron Corporation	COM	166764100	157	1,200	SH		SOLE	NONE	1,200	0	0
Cimarex Energy Company	COM	171798101	387	2,700	SH		SOLE	NONE	2,700	0	0
Continental Resources Inc.	COM	212015101	269	1,700	SH		SOLE	NONE	1,700	0	0
Credicorp Limited	COM	G2519Y108	23,339	150,116	SH		SOLE	NONE	150,116	0	0
Cree Inc.	COM	225447101	2,283	45,700	SH		SOLE	NONE	45,700	0	0
Crescent Point Energy Corporation	COM	22576C101	160	3,600	SH		SOLE	NONE	3,600	0	0
Cummins Inc.	COM	231021106	11,155	72,300	SH		SOLE	NONE	72,300	0	0
Delphi Automotive PLC	COM	G27823106	4,997	72,700	SH		SOLE	NONE	72,700	0	0
Devon Energy Corporation	COM	25179M103	492	6,200	SH		SOLE	NONE	6,200	0	0
EOG Resources Inc.	COM	26875P101	467	4,000	SH		SOLE	NONE	4,000	0	0
Ecolab Inc.	COM	278865100	4,142	37,200	SH		SOLE	NONE	37,200	0	0
Eldorado Gold Corporation	COM	284902103	8,063	1,054,397	SH		SOLE	NONE	1,054,397	0	0
Enbridge Inc.	COM	29250N105	104	2,200	SH		SOLE	NONE	2,200	0	0
Encana Corp.	COM	292505104	302	12,734	SH		SOLE	NONE	12,734	0	0
EnerNOC Inc.	COM	292764107	531	28,000	SH		SOLE	NONE	28,000	0	0
Enersis SA ADR	ADR	29274F104	9,367	555,890	SH		SOLE	NONE	555,890	0	0
Exxon Mobil Corporation	COM	30231G102	332	3,300	SH		SOLE	NONE	3,300	0	0
First Solar Inc.	COM	336433107	1,350	19,000	SH		SOLE	NONE	19,000	0	0
Fomento Economico Mexicano SAB de CV ADR	ADR	344419106	11,901	127,075	SH		SOLE	NONE	127,075	0	0
Freeport-McMoRan Copper & Gold Inc.	COM	35671D857	376	10,290	SH		SOLE	NONE	10,290	0	0
Gildan Activewear Inc.	COM	375916103	6,775	115,000	SH		SOLE	NONE	115,000	0	0
Goldcorp Inc.	COM	380956409	95	3,400	SH		SOLE	NONE	3,400	0	0
Halliburton Company	COM	406216101	248	3,489	SH		SOLE	NONE	3,489	0	0
Hannon Armstrong Sustainable Infrastructure Capital Inc.	REIT	41068X100	2,022	141,000	SH		SOLE	NONE	141,000	0	0
HudBay Minerals Inc.	COM	443628102	72	7,800	SH		SOLE	NONE	7,800	0	0
Imperial Oil Limited	COM	453038408	232	4,400	SH		SOLE	NONE	4,400	0	0
Johnson Controls Inc.	COM	478366107	1,293	25,900	SH		SOLE	NONE	25,900	0	0
LyondellBasell Industries NV 'A'	COM	N53745100	371	3,800	SH		SOLE	NONE	3,800	0	0
MasTec Inc.	COM	576323109	3,762	122,048	SH		SOLE	NONE	122,048	0	0
Monsanto Company	COM	61166W101	212	1,700	SH		SOLE	NONE	1,700	0	0
Mueller Water Products Inc. 'A'	COM	624758108	1,196	138,400	SH		SOLE	NONE	138,400	0	0
Noble Energy Inc.	COM	655044105	201	2,600	SH		SOLE	NONE	2,600	0	0
Oasis Petroleum Inc.	COM	674215108	218	3,900	SH		SOLE	NONE	3,900	0	0
Occidental Petroleum Corporation	COM	674599105	240	2,335	SH		SOLE	NONE	2,335	0	0
Pall Corporation	COM	696429307	6,490	76,000	SH		SOLE	NONE	76,000	0	0
Pattern Energy Group Inc.	COM	70338P100	6,039	182,400	SH		SOLE	NONE	182,400	0	0
Peabody Energy Corp.	COM	704549104	64	3,906	SH		SOLE	NONE	3,906	0	0
Pentair PLC	COM	G7S00T104	7,327	101,600	SH		SOLE	NONE	101,600	0	0
Polypore International Inc.	COM	73179V103	2,597	54,400	SH		SOLE	NONE	54,400	0	0
Praxair Inc.	COM	74005P104	11,026	83,000	SH		SOLE	NONE	83,000	0	0
Quanta Services Inc.	COM	74762E102	7,670	221,800	SH		SOLE	NONE	221,800	0	0
Randgold Resources Limited ADR	ADR	752344309	12,404	146,618	SH		SOLE	NONE	146,618	0	0
Rock-Tenn Company 'A'	COM	772739207	201	1,900	SH		SOLE	NONE	1,900	0	0
Royal Dutch Shell PLC 'A' ADR	ADR	780259206	115	1,400	SH		SOLE	NONE	1,400	0	0
Royal Gold Inc.	COM	780287108	167	2,200	SH		SOLE	NONE	2,200	0	0
Rubicon Technology Inc.	COM	78112T107	1,935	221,200	SH		SOLE	NONE	221,200	0	0
Schlumberger Limited	COM	806857108	307	2,600	SH		SOLE	NONE	2,600	0	0
Silver Wheaton Corporation	COM	828336107	68	2,600	SH		SOLE	NONE	2,600	0	0
Southern Copper Corporation	COM	84265V105	537	17,694	SH		SOLE	NONE	17,694	0	0
SunPower Corp.	COM	867652406	2,942	71,800	SH		SOLE	NONE	71,800	0	0
Suncor Energy Inc.	COM	867224107	610	14,300	SH		SOLE	NONE	14,300	0	0
Sunedison Inc.	COM	86732Y109	1,313	58,100	SH		SOLE	NONE	58,100	0	0
Superior Energy Services Inc.	COM	868157108	408	11,300	SH		SOLE	NONE	11,300	0	0
Taiwan Semiconductor Manufacturing Company Limited ADR	ADR	874039100	1,258	58,792	SH		SOLE	NONE	58,792	0	0
Teck Resources Limited 'B'	COM	878742204	151	6,600	SH		SOLE	NONE	6,600	0	0
Tenaris SA ADR	ADR	88031M109	19,002	403,012	SH		SOLE	NONE	403,012	0	0
Tesla Motors Inc.	COM	88160R101	1,464	6,100	SH		SOLE	NONE	6,100	0	0
Teva Pharmaceutical Industries Limited ADR	ADR	881624209	7,117	135,768	SH		SOLE	NONE	135,768	0	0
Thermo Fisher Scientific Inc.	COM	883556102	7,552	64,000	SH		SOLE	NONE	64,000	0	0
Trimble Navigation Limited	COM	896239100	8,587	232,400	SH		SOLE	NONE	232,400	0	0
United Natural Foods Inc.	COM	911163103	5,130	78,800	SH		SOLE	NONE	78,800	0	0
Vale SA ADR	ADR	91912E105	4,418	333,945	SH		SOLE	NONE	333,945	0	0
Valero Energy Corporation	COM	91913Y100	135	2,700	SH		SOLE	NONE	2,700	0	0
Valmont Industries Inc.	COM	920253101	1,216	8,000	SH		SOLE	NONE	8,000	0	0
Veeco Instruments Inc.	COM	922417100	1,382	37,100	SH		SOLE	NONE	37,100	0	0
Waste Connections Inc.	COM	941053100	2,617	53,900	SH		SOLE	NONE	53,900	0	0
Whiting Petroleum Corporation	COM	966387102	578	7,200	SH		SOLE	NONE	7,200	0	0
Xylem Inc.	COM	98419M100	11,056	282,900	SH		SOLE	NONE	282,900	0	0

AGF Investments America 13F-HRQuarterly holdings report by institutional manager