Caisse De Depot Et Placement Du Quebec 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
3M Co	COMMON	88579Y101	368,382	2,600,100	SH		SOLE	NONE	2,600,100	0	0
A10 Networks Inc	COMMON	002121101	3,644	400,000	SH		SOLE	NONE	400,000	0	0
Abbott Laboratories	COMMON	002824100	33,081	795,400	SH		SOLE	NONE	795,400	0	0
AbbVie Inc	COMMON	00287Y109	76,064	1,316,900	SH		SOLE	NONE	1,316,900	0	0
Abengoa Yield plc	COMMON	G00349103	5,337	150,000	SH		SOLE	NONE	150,000	0	0
Accenture PLC	COMMON	G1151C101	22,274	273,900	SH		SOLE	NONE	273,900	0	0
Accuride Corp	COMMON	00439T206	621	163,959	SH		SOLE	NONE	163,959	0	0
ACE Ltd	COMMON	H0023R105	18,625	177,600	SH		SOLE	NONE	177,600	0	0
Actavis plc	COMMON	G0083B108	33,726	139,780	SH		SOLE	NONE	139,780	0	0
Adobe Systems Inc	COMMON	00724F101	10,856	156,900	SH		SOLE	NONE	156,900	0	0
ADT Corp, The	COMMON	00101J106	8,732	246,237	SH		SOLE	NONE	246,237	0	0
Advanced Micro Devices Inc	COMMON	007903107	6,377	1,870,000	SH		SOLE	NONE	1,870,000	0	0
Aerohive Networks Inc	COMMON	007786106	4,732	590,000	SH		SOLE	NONE	590,000	0	0
AES Corp/VA	COMMON	00130H105	5,085	358,603	SH		SOLE	NONE	358,603	0	0
Aetna Inc	COMMON	00817Y108	15,190	187,527	SH		SOLE	NONE	187,527	0	0
Affiliated Managers Group Inc	COMMON	008252108	8,423	42,037	SH		SOLE	NONE	42,037	0	0
Aflac Inc	COMMON	001055102	5,923	101,677	SH		SOLE	NONE	101,677	0	0
Agilent Technologies Inc	COMMON	00846U101	21,436	376,200	SH		SOLE	NONE	376,200	0	0
AGL Resources Inc	COMMON	001204106	3,237	63,054	SH		SOLE	NONE	63,054	0	0
Agrium Inc	COMMON	008916108	160,923	1,806,338	SH		SOLE	NONE	1,806,338	0	0
Air Lease Corp	COMMON	00912X302	3,250	100,000	SH		SOLE	NONE	100,000	0	0
Air Products & Chemicals Inc	COMMON	009158106	13,200	101,400	SH		SOLE	NONE	101,400	0	0
Airgas Inc	COMMON	009363102	3,917	35,400	SH		SOLE	NONE	35,400	0	0
Akamai Technologies Inc	COMMON	00971T101	5,627	94,100	SH		SOLE	NONE	94,100	0	0
Alcoa Inc	COMMON	013817101	10,011	622,200	SH		SOLE	NONE	622,200	0	0
Alexion Pharmaceuticals Inc	COMMON	015351109	17,345	104,600	SH		SOLE	NONE	104,600	0	0
Allegheny Technologies Inc	COMMON	01741R102	2,130	57,400	SH		SOLE	NONE	57,400	0	0
Allegion PLC	COMMON	G0176J109	11,946	250,762	SH		SOLE	NONE	250,762	0	0
Allergan Inc/United States	COMMON	018490102	88,097	494,400	SH		SOLE	NONE	494,400	0	0
ALLETE Inc	COMMON	018522300	6,215	140,000	SH		SOLE	NONE	140,000	0	0
Alliance Data Systems Corp	COMMON	018581108	61,621	248,200	SH		SOLE	NONE	248,200	0	0
Allison Transmission Holdings Inc	COMMON	01973R101	17,196	603,583	SH		SOLE	NONE	603,583	0	0
Allstate Corp, The	COMMON	020002101	14,084	229,500	SH		SOLE	NONE	229,500	0	0
Altera Corp	COMMON	021441100	5,846	163,400	SH		SOLE	NONE	163,400	0	0
Altria Group Inc	COMMON	02209S103	48,200	1,049,200	SH		SOLE	NONE	1,049,200	0	0
Amazon.com Inc	COMMON	023135106	60,586	187,900	SH		SOLE	NONE	187,900	0	0
Ameren Corp	COMMON	023608102	4,918	128,300	SH		SOLE	NONE	128,300	0	0
America Movil SAB de CV	ADR	02364W105	5,040	200,000	SH		SOLE	NONE	200,000	0	0
American Axle & Manufacturing Holdings Inc	COMMON	024061103	3,270	195,000	SH		SOLE	NONE	195,000	0	0
American Capital Ltd	COMMON	02503Y103	5,531	390,625	SH		SOLE	NONE	390,625	0	0
American Electric Power Co Inc	COMMON	025537101	13,496	258,500	SH		SOLE	NONE	258,500	0	0
American Express Co	COMMON	025816109	171,736	1,961,800	SH		SOLE	NONE	1,961,800	0	0
American Financial Group Inc/OH	COMMON	025932104	10,005	172,824	SH		SOLE	NONE	172,824	0	0
American International Group Inc	COMMON	026874784	40,775	754,813	SH		SOLE	NONE	754,813	0	0
American Tower Corp	REIT	03027X100	19,615	209,500	SH		SOLE	NONE	209,500	0	0
American Water Works Co Inc	COMMON	030420103	24,526	508,528	SH		SOLE	NONE	508,528	0	0
Ameriprise Financial Inc	COMMON	03076C106	12,215	99,000	SH		SOLE	NONE	99,000	0	0
AmerisourceBergen Corp	COMMON	03073E105	8,719	112,800	SH		SOLE	NONE	112,800	0	0
AMETEK Inc	COMMON	031100100	6,512	129,700	SH		SOLE	NONE	129,700	0	0
Amgen Inc	COMMON	031162100	56,437	401,800	SH		SOLE	NONE	401,800	0	0
Amphenol Corp	COMMON	032095101	8,298	83,100	SH		SOLE	NONE	83,100	0	0
Anadarko Petroleum Corp	COMMON	032511107	32,217	317,600	SH		SOLE	NONE	317,600	0	0
Analog Devices Inc	COMMON	032654105	8,220	166,100	SH		SOLE	NONE	166,100	0	0
Aon PLC	COMMON	G0408V102	13,466	153,600	SH		SOLE	NONE	153,600	0	0
Apache Corp	COMMON	037411105	18,990	202,300	SH		SOLE	NONE	202,300	0	0
Apartment Investment & Management Co	REIT	03748R101	2,457	77,200	SH		SOLE	NONE	77,200	0	0
Apple Inc	COMMON	037833100	325,664	3,232,400	SH		SOLE	NONE	3,232,400	0	0
Applied Materials Inc	COMMON	038222105	11,334	524,500	SH		SOLE	NONE	524,500	0	0
Aptargroup Inc	COMMON	038336103	149,959	2,470,500	SH		SOLE	NONE	2,470,500	0	0
Aqua America Inc	COMMON	03836W103	22,559	958,726	SH		SOLE	NONE	958,726	0	0
ArcBest Corp	COMMON	03937C105	3,246	87,012	SH		SOLE	NONE	87,012	0	0
Arch Capital Group Ltd	COMMON	G0450A105	6,019	110,000	SH		SOLE	NONE	110,000	0	0
Archer-Daniels-Midland Co	COMMON	039483102	17,451	341,500	SH		SOLE	NONE	341,500	0	0
Argos Therapeutics, Inc	COMMON	040221103	7,061	701,900	SH		SOLE	NONE	701,900	0	0
Arthur J Gallagher & Co	COMMON	363576109	5,956	131,308	SH		SOLE	NONE	131,308	0	0
AT&T Inc	COMMON	00206R102	96,670	2,743,200	SH		SOLE	NONE	2,743,200	0	0
Atmel Corp	COMMON	049513104	2,424	300,000	SH		SOLE	NONE	300,000	0	0
Autodesk Inc	COMMON	052769106	6,640	120,500	SH		SOLE	NONE	120,500	0	0
Automatic Data Processing Inc	COMMON	053015103	21,136	254,400	SH		SOLE	NONE	254,400	0	0
AutoNation Inc	COMMON	05329W102	1,077	21,400	SH		SOLE	NONE	21,400	0	0
AutoZone Inc	COMMON	053332102	502,525	986,000	SH		SOLE	NONE	986,000	0	0
Avago Technologies Ltd	COMMON	Y0486S104	11,580	133,100	SH		SOLE	NONE	133,100	0	0
AvalonBay Communities Inc	REIT	053484101	9,778	69,360	SH		SOLE	NONE	69,360	0	0
Avery Dennison Corp	COMMON	053611109	2,215	49,600	SH		SOLE	NONE	49,600	0	0
Avon Products Inc	COMMON	054303102	2,894	229,700	SH		SOLE	NONE	229,700	0	0
Baidu Inc	ADR	056752108	21,823	100,000	SH		SOLE	NONE	100,000	0	0
Baker Hughes Inc	COMMON	057224107	14,973	230,144	SH		SOLE	NONE	230,144	0	0
Ball Corp	COMMON	058498106	4,631	73,200	SH		SOLE	NONE	73,200	0	0
Bank of America Corp	COMMON	060505104	260,810	15,296,768	SH		SOLE	NONE	15,296,768	0	0
Bank of New York Mellon Corp, The	COMMON	064058100	16,896	436,259	SH		SOLE	NONE	436,259	0	0
BankUnited Inc	COMMON	06652K103	8,038	263,618	SH		SOLE	NONE	263,618	0	0
Banque de Nouvelle-?cosse, La	COMMON	064149107	334,086	5,389,885	SH		SOLE	NONE	5,389,885	0	0
Banque Toronto-Dominion, La	COMMON	891160509	980,853	19,832,682	SH		SOLE	NONE	19,832,682	0	0
Baxter International Inc	COMMON	071813109	20,562	286,500	SH		SOLE	NONE	286,500	0	0
BB&T Corp	COMMON	054937107	14,162	380,600	SH		SOLE	NONE	380,600	0	0
Becton Dickinson and Co	COMMON	075887109	11,552	101,500	SH		SOLE	NONE	101,500	0	0
Bed Bath & Beyond Inc	COMMON	075896100	7,031	106,800	SH		SOLE	NONE	106,800	0	0
Bellatrix Exploration Ltd	COMMON	078314101	10,466	1,700,000	SH		SOLE	NONE	1,700,000	0	0
Bemis Co Inc	COMMON	081437105	2,007	52,800	SH		SOLE	NONE	52,800	0	0
Berkshire Hathaway Inc	COMMON	084670702	664,495	4,810,300	SH		SOLE	NONE	4,810,300	0	0
Best Buy Co Inc	COMMON	086516101	5,156	153,500	SH		SOLE	NONE	153,500	0	0
Biogen Idec Inc	COMMON	09062X103	41,311	124,878	SH		SOLE	NONE	124,878	0	0
BlackRock Inc	COMMON	09247X101	30,276	92,215	SH		SOLE	NONE	92,215	0	0
Boeing Company, The	COMMON	097023105	40,920	321,245	SH		SOLE	NONE	321,245	0	0
Bonanza Creek Energy Inc	COMMON	097793103	9,104	160,000	SH		SOLE	NONE	160,000	0	0
Borderfree Inc	COMMON	09970L100	2,635	204,283	SH		SOLE	NONE	204,283	0	0
BorgWarner Inc	COMMON	099724106	784	14,900	SH		SOLE	NONE	14,900	0	0
Boston Properties Inc	REIT	101121101	9,365	80,900	SH		SOLE	NONE	80,900	0	0
Boston Scientific Corp	COMMON	101137107	8,281	701,200	SH		SOLE	NONE	701,200	0	0
Brightcove Inc	COMMON	10921T101	3,918	702,147	SH		SOLE	NONE	702,147	0	0
Bristol-Myers Squibb Co	COMMON	110122108	44,885	877,000	SH		SOLE	NONE	877,000	0	0
Broadcom Corp	COMMON	111320107	21,160	523,500	SH		SOLE	NONE	523,500	0	0
Brown-Forman Corp	COMMON	115637209	7,542	83,600	SH		SOLE	NONE	83,600	0	0
CA Inc	COMMON	12673P105	964	34,500	SH		SOLE	NONE	34,500	0	0
Cablevision Systems Corp	COMMON	12686C109	2,005	114,500	SH		SOLE	NONE	114,500	0	0
Cabot Oil & Gas Corp	COMMON	127097103	7,211	220,600	SH		SOLE	NONE	220,600	0	0
CAE Inc	COMMON	124765108	223,556	18,397,303	SH		SOLE	NONE	18,397,303	0	0
California Water Service Group	COMMON	130788102	3,630	161,778	SH		SOLE	NONE	161,778	0	0
Calix Inc	COMMON	13100M509	4,019	420,000	SH		SOLE	NONE	420,000	0	0
Cameco Corp	COMMON	13321L108	183,737	10,391,485	SH		SOLE	NONE	10,391,485	0	0
Cameron International Corp	COMMON	13342B105	10,444	157,339	SH		SOLE	NONE	157,339	0	0
Campbell Soup Co	COMMON	134429109	4,042	94,600	SH		SOLE	NONE	94,600	0	0
Canadian Natural Resources Limited	COMMON	136385101	410,790	10,551,108	SH		SOLE	NONE	10,551,108	0	0
Capital One Financial Corp	COMMON	14040H105	34,330	420,604	SH		SOLE	NONE	420,604	0	0
Cardinal Health Inc	COMMON	14149Y108	13,343	178,100	SH		SOLE	NONE	178,100	0	0
CareFusion Corp	COMMON	14170T101	4,855	107,300	SH		SOLE	NONE	107,300	0	0
CarMax Inc	COMMON	143130102	5,388	116,000	SH		SOLE	NONE	116,000	0	0
Carnival Corp	COMMON	143658300	9,568	238,200	SH		SOLE	NONE	238,200	0	0
Catamaran Corp	COMMON	148887102	134,863	3,195,170	SH		SOLE	NONE	3,195,170	0	0
Caterpillar Inc	COMMON	149123101	43,905	443,348	SH		SOLE	NONE	443,348	0	0
CBRE Group Inc	COMMON	12504L109	4,387	147,500	SH		SOLE	NONE	147,500	0	0
CBS Corp	COMMON	124857202	17,994	336,329	SH		SOLE	NONE	336,329	0	0
Celgene Corp	COMMON	151020104	23,022	242,900	SH		SOLE	NONE	242,900	0	0
Cemex SAB de CV	ADR	151290889	105,102	8,060,000	SH		SOLE	NONE	8,060,000	0	0
Cenovus Energy Inc	COMMON	15135U109	383,934	14,240,471	SH		SOLE	NONE	14,240,471	0	0
CenterPoint Energy Inc	COMMON	15189T107	5,560	227,200	SH		SOLE	NONE	227,200	0	0
CenturyLink Inc	COMMON	156700106	12,334	301,627	SH		SOLE	NONE	301,627	0	0
Cerner Corp	COMMON	156782104	9,566	160,580	SH		SOLE	NONE	160,580	0	0
CF Industries Holdings Inc	COMMON	125269100	7,325	26,235	SH		SOLE	NONE	26,235	0	0
CH Robinson Worldwide Inc	COMMON	12541W209	5,160	77,800	SH		SOLE	NONE	77,800	0	0
Charles Schwab Corp, The	COMMON	808513105	17,831	606,700	SH		SOLE	NONE	606,700	0	0
Cheniere Energy Inc	COMMON	16411R208	33,613	420,000	SH		SOLE	NONE	420,000	0	0
Chesapeake Energy Corp	COMMON	165167107	6,315	274,700	SH		SOLE	NONE	274,700	0	0
Chevron Corp	COMMON	166764100	119,857	1,004,500	SH		SOLE	NONE	1,004,500	0	0
Chimerix Inc	COMMON	16934W106	1,107	40,075	SH		SOLE	NONE	40,075	0	0
Chipotle Mexican Grill Inc	COMMON	169656105	10,932	16,400	SH		SOLE	NONE	16,400	0	0
Chubb Corp, The	COMMON	171232101	11,585	127,200	SH		SOLE	NONE	127,200	0	0
Cia de Minas Buenaventura SAA	ADR	204448104	9,187	793,329	SH		SOLE	NONE	793,329	0	0
Cigna Corp	COMMON	125509109	12,651	139,500	SH		SOLE	NONE	139,500	0	0
Cimarex Energy Co	COMMON	171798101	5,820	46,000	SH		SOLE	NONE	46,000	0	0
Cincinnati Financial Corp	COMMON	172062101	3,660	77,800	SH		SOLE	NONE	77,800	0	0
Cintas Corp	COMMON	172908105	3,607	51,100	SH		SOLE	NONE	51,100	0	0
Cisco Systems Inc	COMMON	17275R102	73,051	2,902,300	SH		SOLE	NONE	2,902,300	0	0
Citigroup Inc	COMMON	172967424	184,670	3,563,680	SH		SOLE	NONE	3,563,680	0	0
Civeo Corp	COMMON	178787107	3,483	300,000	SH		SOLE	NONE	300,000	0	0
Cleco Corp	COMMON	12561W105	101,115	2,100,000	SH		SOLE	NONE	2,100,000	0	0
Clorox Company, The	COMMON	189054109	6,531	68,000	SH		SOLE	NONE	68,000	0	0
CME Group Inc/IL	COMMON	12572Q105	13,344	166,900	SH		SOLE	NONE	166,900	0	0
CMS Energy Corp	COMMON	125896100	4,313	145,400	SH		SOLE	NONE	145,400	0	0
CNH Industrial NV	COMMON	N20944109	4,968	624,291	SH		SOLE	NONE	624,291	0	0
CNO Financial Group Inc	COMMON	12621E103	10,118	596,566	SH		SOLE	NONE	596,566	0	0
Coach Inc	COMMON	189754104	44,609	1,252,700	SH		SOLE	NONE	1,252,700	0	0
Cobalt International Energy Inc	COMMON	19075F106	1,196	87,940	SH		SOLE	NONE	87,940	0	0
Cobalt International Energy Inc	COMMON	19075F106	185,750	13,658,090	SH		OTR	NONE	0	13,658,090	0
Coca-Cola Co, The	COMMON	191216100	131,307	3,078,000	SH		SOLE	NONE	3,078,000	0	0
Coca-Cola Enterprises Inc	COMMON	19122T109	5,301	119,500	SH		SOLE	NONE	119,500	0	0
Cognizant Technology Solutions Corp	COMMON	192446102	22,909	511,700	SH		SOLE	NONE	511,700	0	0
Colgate-Palmolive Co	COMMON	194162103	406,197	6,228,100	SH		SOLE	NONE	6,228,100	0	0
Comcast Corp	COMMON	20030N101	73,625	1,369,000	SH		SOLE	NONE	1,369,000	0	0
Comerica Inc	COMMON	200340107	4,767	95,604	SH		SOLE	NONE	95,604	0	0
Community Health Systems Inc	COMMON	203668108	11,506	210,000	SH		SOLE	NONE	210,000	0	0
Compagnie des chemins de fer nationaux du Canada	COMMON	136375102	1,421,286	19,976,830	SH		SOLE	NONE	19,976,830	0	0
Computer Sciences Corp	COMMON	205363104	4,684	76,600	SH		SOLE	NONE	76,600	0	0
ConAgra Foods Inc	COMMON	205887102	7,384	223,500	SH		SOLE	NONE	223,500	0	0
ConocoPhillips	COMMON	20825C104	49,769	650,400	SH		SOLE	NONE	650,400	0	0
CONSOL Energy Inc	COMMON	20854P109	4,602	121,565	SH		SOLE	NONE	121,565	0	0
Consolidated Edison Inc	COMMON	209115104	5,944	104,900	SH		SOLE	NONE	104,900	0	0
Constellation Brands Inc	COMMON	21036P108	7,722	88,600	SH		SOLE	NONE	88,600	0	0
Cooper Tire & Rubber Co	COMMON	216831107	5,023	175,000	SH		SOLE	NONE	175,000	0	0
Core Laboratories NV	COMMON	N22717107	1,464	10,000	SH		SOLE	NONE	10,000	0	0
Cornerstone OnDemand Inc	COMMON	21925Y103	8,430	245,000	SH		SOLE	NONE	245,000	0	0
Cornerstone OnDemand Inc	LISTED OPTION	21925Y103	347	1,250	SH	Call	SOLE	NONE	1,250	0	0
Corning Inc	COMMON	219350105	13,207	682,900	SH		SOLE	NONE	682,900	0	0
Cosan Ltd	COMMON	G25343107	2,152	200,000	SH		SOLE	NONE	200,000	0	0
Costco Wholesale Corp	COMMON	22160K105	29,049	231,800	SH		SOLE	NONE	231,800	0	0
Covidien PLC	COMMON	G2554F113	167,431	1,935,400	SH		SOLE	NONE	1,935,400	0	0
CPFL Energia SA	ADR	126153105	3,888	250,000	SH		SOLE	NONE	250,000	0	0
CR Bard Inc	COMMON	067383109	5,637	39,500	SH		SOLE	NONE	39,500	0	0
Crane Co	COMMON	224399105	6,275	99,266	SH		SOLE	NONE	99,266	0	0
Credicorp Ltd	COMMON	G2519Y108	80,648	525,772	SH		SOLE	NONE	525,772	0	0
Crown Castle International Corp	REIT	228227104	45,432	564,165	SH		SOLE	NONE	564,165	0	0
CSX Corp	COMMON	126408103	16,950	528,700	SH		SOLE	NONE	528,700	0	0
Ctrip.com International Ltd	ADR	22943F100	5,676	100,000	SH		SOLE	NONE	100,000	0	0
Cummins Inc	COMMON	231021106	21,694	164,377	SH		SOLE	NONE	164,377	0	0
CVS Health Corp	COMMON	126650100	216,739	2,723,200	SH		SOLE	NONE	2,723,200	0	0
Cyan Inc	COMMON	23247W104	2,527	810,000	SH		SOLE	NONE	810,000	0	0
Cypress Semiconductor Corp	COMMON	232806109	10,171	1,030,000	SH		SOLE	NONE	1,030,000	0	0
Dana Holding Corp	COMMON	235825205	1,917	100,000	SH		SOLE	NONE	100,000	0	0
Danaher Corp	COMMON	235851102	110,961	1,460,400	SH		SOLE	NONE	1,460,400	0	0
Darden Restaurants Inc	COMMON	237194105	3,592	69,800	SH		SOLE	NONE	69,800	0	0
DaVita HealthCare Partners Inc	COMMON	23918K108	6,648	90,900	SH		SOLE	NONE	90,900	0	0
Deere & Co	COMMON	244199105	15,545	189,600	SH		SOLE	NONE	189,600	0	0
Delphi Automotive PLC	COMMON	G27823106	6,042	98,500	SH		SOLE	NONE	98,500	0	0
Delta Air Lines Inc	COMMON	247361702	26,305	727,662	SH		SOLE	NONE	727,662	0	0
Denbury Resources Inc	COMMON	247916208	2,794	185,895	SH		SOLE	NONE	185,895	0	0
DENTSPLY International Inc	COMMON	249030107	3,420	75,000	SH		SOLE	NONE	75,000	0	0
Deutsche Bank AG	COMMON	D18190898	31,900	909,183	SH		SOLE	NONE	909,183	0	0
Devon Energy Corp	COMMON	25179M103	13,868	203,400	SH		SOLE	NONE	203,400	0	0
Diamond Offshore Drilling Inc	COMMON	25271C102	1,217	35,500	SH		SOLE	NONE	35,500	0	0
DIRECTV	COMMON	25490A309	3,867	44,700	SH		SOLE	NONE	44,700	0	0
Discover Financial Services	COMMON	254709108	23,844	370,300	SH		SOLE	NONE	370,300	0	0
Discovery Communications Inc	COMMON	25470F104	2,957	78,239	SH		SOLE	NONE	78,239	0	0
Discovery Communications Inc	COMMON	25470F302	5,388	144,539	SH		SOLE	NONE	144,539	0	0
Dollar General Corp	COMMON	256677105	9,802	160,400	SH		SOLE	NONE	160,400	0	0
Dollar Tree Inc	COMMON	256746108	6,100	108,800	SH		SOLE	NONE	108,800	0	0
Dominion Resources Inc/VA	COMMON	25746U109	17,839	258,200	SH		SOLE	NONE	258,200	0	0
Dover Corp	COMMON	260003108	7,069	88,000	SH		SOLE	NONE	88,000	0	0
Dow Chemical Company, The	COMMON	260543103	31,134	593,700	SH		SOLE	NONE	593,700	0	0
DR Horton Inc	COMMON	23331A109	3,599	175,400	SH		SOLE	NONE	175,400	0	0
Dr Pepper Snapple Group Inc	COMMON	26138E109	6,637	103,200	SH		SOLE	NONE	103,200	0	0
DTE Energy Co	COMMON	233331107	7,121	93,600	SH		SOLE	NONE	93,600	0	0
Duke Energy Corp	COMMON	26441C204	27,960	373,942	SH		SOLE	NONE	373,942	0	0
Dun & Bradstreet Corp, The	COMMON	26483E100	2,255	19,200	SH		SOLE	NONE	19,200	0	0
E*TRADE Financial Corp	COMMON	269246401	3,443	152,426	SH		SOLE	NONE	152,426	0	0
Eastman Chemical Co	COMMON	277432100	6,382	78,900	SH		SOLE	NONE	78,900	0	0
Eaton Corp PLC	COMMON	G29183103	27,003	426,122	SH		SOLE	NONE	426,122	0	0
eBay Inc	COMMON	278642103	33,836	597,500	SH		SOLE	NONE	597,500	0	0
Ecolab Inc	COMMON	278865100	16,375	142,600	SH		SOLE	NONE	142,600	0	0
Edison International	COMMON	281020107	9,635	172,300	SH		SOLE	NONE	172,300	0	0
Edwards Lifesciences Corp	COMMON	28176E108	5,731	56,100	SH		SOLE	NONE	56,100	0	0
EI du Pont de Nemours & Co	COMMON	263534109	34,739	484,100	SH		SOLE	NONE	484,100	0	0
Eldorado Gold Corp	COMMON	284902103	48,631	7,198,302	SH		SOLE	NONE	7,198,302	0	0
Electronic Arts Inc	COMMON	285512109	5,890	165,400	SH		SOLE	NONE	165,400	0	0
Eli Lilly & Co	COMMON	532457108	33,728	520,100	SH		SOLE	NONE	520,100	0	0
EMC Corp/MA	COMMON	268648102	60,659	2,073,100	SH		SOLE	NONE	2,073,100	0	0
Emerson Electric Co	COMMON	291011104	33,024	527,710	SH		SOLE	NONE	527,710	0	0
Enbridge Inc.	COMMON	29250N105	1,464,271	30,582,100	SH		SOLE	NONE	30,582,100	0	0
EnCana Corporation	COMMON	292505104	379,546	17,836,927	SH		SOLE	NONE	17,836,927	0	0
Endeavour International Corp	COMMON	29259G200	127	426,000	SH		SOLE	NONE	426,000	0	0
Endo International PLC	COMMON	G30401106	8,543	125,000	SH		SOLE	NONE	125,000	0	0
Energen Corp	COMMON	29265N108	7,224	100,000	SH		SOLE	NONE	100,000	0	0
Ensco PLC	COMMON	G3157S106	5,106	123,600	SH		SOLE	NONE	123,600	0	0
Entree Gold Inc	COMMON	29383G100	3,308	12,531,400	SH		SOLE	NONE	12,531,400	0	0
EOG Resources Inc	COMMON	26875P101	28,676	289,600	SH		SOLE	NONE	289,600	0	0
EQT Corp	COMMON	26884L109	7,343	80,218	SH		SOLE	NONE	80,218	0	0
Equifax Inc	COMMON	294429105	759	10,149	SH		SOLE	NONE	10,149	0	0
Equinix Inc	COMMON	29444U502	7,701	36,243	SH		SOLE	NONE	36,243	0	0
Equity Residential	REIT	29476L107	11,780	191,300	SH		SOLE	NONE	191,300	0	0
Essex Property Trust Inc	REIT	297178105	6,006	33,600	SH		SOLE	NONE	33,600	0	0
Estee Lauder Cos Inc, The	COMMON	518439104	672	9,000	SH		SOLE	NONE	9,000	0	0
Exelon Corp	COMMON	30161N101	8,658	253,987	SH		SOLE	NONE	253,987	0	0
Expedia Inc	COMMON	30212P303	4,596	52,450	SH		SOLE	NONE	52,450	0	0
Expeditors International of Washington Inc	COMMON	302130109	4,188	103,200	SH		SOLE	NONE	103,200	0	0
Express Scripts Holding Co	COMMON	30219G108	27,847	394,269	SH		SOLE	NONE	394,269	0	0
Exxon Mobil Corp	COMMON	30231G102	566,665	6,025,145	SH		SOLE	NONE	6,025,145	0	0
F5 Networks Inc	COMMON	315616102	499	4,200	SH		SOLE	NONE	4,200	0	0
Facebook Inc	COMMON	30303M102	90,619	1,146,500	SH		SOLE	NONE	1,146,500	0	0
Family Dollar Stores Inc	COMMON	307000109	3,908	50,600	SH		SOLE	NONE	50,600	0	0
Fastenal Co	COMMON	311900104	866	19,277	SH		SOLE	NONE	19,277	0	0
FedEx Corp	COMMON	31428X106	22,668	140,400	SH		SOLE	NONE	140,400	0	0
Fidelity National Information Services Inc	COMMON	31620M106	8,501	151,000	SH		SOLE	NONE	151,000	0	0
Fifth Third Bancorp	COMMON	316773100	16,583	828,300	SH		SOLE	NONE	828,300	0	0
Finisar Corp	COMMON	31787A507	3,326	200,000	SH		SOLE	NONE	200,000	0	0
First Solar Inc	COMMON	336433107	2,613	39,700	SH		SOLE	NONE	39,700	0	0
FirstEnergy Corp	COMMON	337932107	7,453	222,000	SH		SOLE	NONE	222,000	0	0
Fiserv Inc	COMMON	337738108	8,519	131,800	SH		SOLE	NONE	131,800	0	0
FLIR Systems Inc	COMMON	302445101	2,347	74,900	SH		SOLE	NONE	74,900	0	0
Flowserve Corp	COMMON	34354P105	5,106	72,400	SH		SOLE	NONE	72,400	0	0
Fluor Corp	COMMON	343412102	14,948	223,800	SH		SOLE	NONE	223,800	0	0
FMC Corp	COMMON	302491303	4,026	70,400	SH		SOLE	NONE	70,400	0	0
FMC Technologies Inc	COMMON	30249U101	6,751	124,300	SH		SOLE	NONE	124,300	0	0
Ford Motor Co	COMMON	345370860	24,649	1,666,600	SH		SOLE	NONE	1,666,600	0	0
FormFactor Inc	COMMON	346375108	7,923	1,105,000	SH		SOLE	NONE	1,105,000	0	0
Fortinet Inc	COMMON	34959E109	5,053	200,000	SH		SOLE	NONE	200,000	0	0
Fossil Group Inc	COMMON	34988V106	2,310	24,600	SH		SOLE	NONE	24,600	0	0
Franco-Nevada Corp	COMMON	351858105	43,983	894,190	SH		SOLE	NONE	894,190	0	0
Franklin Resources Inc	COMMON	354613101	9,688	177,400	SH		SOLE	NONE	177,400	0	0
Freeport-McMoRan Inc	COMMON	35671D857	17,931	549,200	SH		SOLE	NONE	549,200	0	0
Frontier Communications Corp	COMMON	35906A108	3,450	529,893	SH		SOLE	NONE	529,893	0	0
GameStop Corp	COMMON	36467W109	2,454	59,552	SH		SOLE	NONE	59,552	0	0
Gannett Co Inc	COMMON	364730101	3,543	119,400	SH		SOLE	NONE	119,400	0	0
Gap Inc, The	COMMON	364760108	2,706	64,900	SH		SOLE	NONE	64,900	0	0
Generac Holdings Inc	COMMON	368736104	5,745	141,715	SH		SOLE	NONE	141,715	0	0
General Dynamics Corp	COMMON	369550108	21,351	168,000	SH		SOLE	NONE	168,000	0	0
General Electric Co	COMMON	369604103	171,655	6,700,046	SH		SOLE	NONE	6,700,046	0	0
General Growth Properties Inc	REIT	370023103	7,816	331,900	SH		SOLE	NONE	331,900	0	0
General Mills Inc	COMMON	370334104	16,346	324,000	SH		SOLE	NONE	324,000	0	0
General Motors Co	COMMON	37045V100	29,832	934,000	SH		SOLE	NONE	934,000	0	0
Genuine Parts Co	COMMON	372460105	244,018	2,782,100	SH		SOLE	NONE	2,782,100	0	0
Genworth Financial, Inc.	COMMON	37247D106	3,437	262,400	SH		SOLE	NONE	262,400	0	0
Gilead Sciences Inc	COMMON	375558103	21,247	199,600	SH		SOLE	NONE	199,600	0	0
Goldcorp Inc	COMMON	380956409	156,646	6,780,002	SH		SOLE	NONE	6,780,002	0	0
Goldman Sachs Group, Inc., The	COMMON	38141G104	68,049	370,700	SH		SOLE	NONE	370,700	0	0
Goodrich Petroleum Corp	COMMON	382410405	2,964	200,000	SH		SOLE	NONE	200,000	0	0
Goodrich Petroleum Corp	LISTED OPTION	382410405	875	10,000	SH	Call	SOLE	NONE	10,000	0	0
Goodyear Tire & Rubber Company, The	COMMON	382550101	6,818	301,900	SH		SOLE	NONE	301,900	0	0
Google Inc	COMMON	38259P508	88,438	150,300	SH		SOLE	NONE	150,300	0	0
Google Inc	COMMON	38259P706	96,592	167,300	SH		SOLE	NONE	167,300	0	0
Groupe CGI inc.	COMMON	39945C109	1,969,760	58,174,038	SH		SOLE	NONE	58,174,038	0	0
Grupo Financiero Santander Mexico SAB de CV	ADR	40053C105	6,630	490,000	SH		SOLE	NONE	490,000	0	0
H&R Block Inc	COMMON	093671105	229,353	7,396,100	SH		SOLE	NONE	7,396,100	0	0
Halliburton Co	COMMON	406216101	29,025	449,925	SH		SOLE	NONE	449,925	0	0
Harley-Davidson Inc	COMMON	412822108	6,693	115,000	SH		SOLE	NONE	115,000	0	0
Harman International Industries Inc	COMMON	413086109	3,529	36,000	SH		SOLE	NONE	36,000	0	0
Harris Corp	COMMON	413875105	3,679	55,400	SH		SOLE	NONE	55,400	0	0
Hartford Financial Services Group Inc/The	COMMON	416515104	14,857	398,841	SH		SOLE	NONE	398,841	0	0
Harvest Natural Resources Inc	COMMON	41754V103	12,008	3,272,000	SH		SOLE	NONE	3,272,000	0	0
Hasbro Inc	COMMON	418056107	3,338	60,697	SH		SOLE	NONE	60,697	0	0
HCP Inc	REIT	40414L109	9,622	242,300	SH		SOLE	NONE	242,300	0	0
Health Care REIT Inc	REIT	42217K106	10,691	171,420	SH		SOLE	NONE	171,420	0	0
Helmerich & Payne Inc	COMMON	423452101	5,596	57,179	SH		SOLE	NONE	57,179	0	0
Hershey Co, The	COMMON	427866108	7,529	78,900	SH		SOLE	NONE	78,900	0	0
Hess Corp	COMMON	42809H107	13,054	138,400	SH		SOLE	NONE	138,400	0	0
Hewlett-Packard Co	COMMON	428236103	35,016	987,200	SH		SOLE	NONE	987,200	0	0
Home Depot Inc, The	COMMON	437076102	65,310	711,900	SH		SOLE	NONE	711,900	0	0
Honeywell International Inc	COMMON	438516106	48,622	522,148	SH		SOLE	NONE	522,148	0	0
Hormel Foods Corp	COMMON	440452100	3,659	71,200	SH		SOLE	NONE	71,200	0	0
Hospira Inc	COMMON	441060100	4,646	89,300	SH		SOLE	NONE	89,300	0	0
Host Hotels & Resorts Inc	REIT	44107P104	8,536	400,200	SH		SOLE	NONE	400,200	0	0
Howard Hughes Corp/The	COMMON	44267D107	7,526	50,172	SH		SOLE	NONE	50,172	0	0
Hudson City Bancorp Inc	COMMON	443683107	2,474	254,500	SH		SOLE	NONE	254,500	0	0
Humana Inc	COMMON	444859102	10,632	81,600	SH		SOLE	NONE	81,600	0	0
Huntington Bancshares Inc/OH	COMMON	446150104	4,205	432,200	SH		SOLE	NONE	432,200	0	0
Huntington Ingalls Industries Inc	COMMON	446413106	11,551	110,843	SH		SOLE	NONE	110,843	0	0
IAC/InterActiveCorp	COMMON	44919P508	3,954	60,000	SH		SOLE	NONE	60,000	0	0
Illinois Tool Works Inc	COMMON	452308109	26,174	310,045	SH		SOLE	NONE	310,045	0	0
Imperva Inc	COMMON	45321L100	4,597	160,000	SH		SOLE	NONE	160,000	0	0
Informatica Corp	COMMON	45666Q102	11,984	350,000	SH		SOLE	NONE	350,000	0	0
Informatica Corp	LISTED OPTION	45666Q102	170	2,000	SH	Call	SOLE	NONE	2,000	0	0
Ingersoll-Rand PLC	COMMON	G47791101	7,975	141,500	SH		SOLE	NONE	141,500	0	0
Integrys Energy Group Inc	COMMON	45822P105	2,742	42,300	SH		SOLE	NONE	42,300	0	0
Intel Corp	COMMON	458140100	91,190	2,618,900	SH		SOLE	NONE	2,618,900	0	0
Intercontinental Exchange Inc	COMMON	45866F104	7,759	39,780	SH		SOLE	NONE	39,780	0	0
International Business Machines Corp	COMMON	459200101	724,809	3,818,200	SH		SOLE	NONE	3,818,200	0	0
International Flavors & Fragrances Inc	COMMON	459506101	4,123	43,000	SH		SOLE	NONE	43,000	0	0
International Paper Co	COMMON	460146103	10,784	225,900	SH		SOLE	NONE	225,900	0	0
InterOil Corp	COMMON	460951106	3,256	60,000	SH		SOLE	NONE	60,000	0	0
Interpublic Group of Cos Inc, The	COMMON	460690100	4,084	222,900	SH		SOLE	NONE	222,900	0	0
Intuit Inc	COMMON	461202103	146,454	1,670,900	SH		SOLE	NONE	1,670,900	0	0
Intuitive Surgical Inc	COMMON	46120E602	8,775	19,000	SH		SOLE	NONE	19,000	0	0
Invesco Ltd	COMMON	G491BT108	9,033	228,800	SH		SOLE	NONE	228,800	0	0
Investors Bancorp Inc	COMMON	46146L101	9,761	963,542	SH		SOLE	NONE	963,542	0	0
Iron Mountain Inc	REIT	462846106	2,970	90,953	SH		SOLE	NONE	90,953	0	0
iShares China Large-Cap ETF	ETF	464287184	117,328	3,065,000	SH		SOLE	NONE	3,065,000	0	0
iShares MSCI EAFE ETF	ETF	464287465	20,703	322,880	SH		SOLE	NONE	322,880	0	0
iShares MSCI Emerging Markets ETF	ETF	464287234	772,928	18,597,886	SH		SOLE	NONE	18,597,886	0	0
iShares MSCI South Korea Capped ETF	ETF	464286772	7,261	120,000	SH		SOLE	NONE	120,000	0	0
iShares US Telecommunications ETF	ETF	464287713	10,932	365,000	SH		SOLE	NONE	365,000	0	0
Israel Chemicals Ltd	COMMON	M5920A109	2,112	293,586	SH		SOLE	NONE	293,586	0	0
ITC Holdings Corp	COMMON	465685105	9,976	280,000	SH		SOLE	NONE	280,000	0	0
Jabil Circuit Inc	COMMON	466313103	2,132	105,700	SH		SOLE	NONE	105,700	0	0
Jacobs Engineering Group Inc	COMMON	469814107	3,437	70,400	SH		SOLE	NONE	70,400	0	0
Jive Software Inc	COMMON	47760A108	4,227	725,000	SH		SOLE	NONE	725,000	0	0
JM Smucker Company, The	COMMON	832696405	5,336	53,900	SH		SOLE	NONE	53,900	0	0
Johnson & Johnson	COMMON	478160104	793,030	7,440,000	SH		SOLE	NONE	7,440,000	0	0
Johnson Controls Inc	COMMON	478366107	15,501	352,300	SH		SOLE	NONE	352,300	0	0
Joy Global Inc	COMMON	481165108	2,831	51,900	SH		SOLE	NONE	51,900	0	0
JPMorgan Chase & Co	COMMON	46625H100	226,887	3,766,385	SH		SOLE	NONE	3,766,385	0	0
Juniper Networks Inc	COMMON	48203R104	4,705	212,400	SH		SOLE	NONE	212,400	0	0
Kansas City Southern	COMMON	485170302	2,200	18,151	SH		SOLE	NONE	18,151	0	0
Kellogg Co	COMMON	487836108	8,328	135,200	SH		SOLE	NONE	135,200	0	0
Keurig Green Mountain Inc	COMMON	49271M100	8,382	64,411	SH		SOLE	NONE	64,411	0	0
KeyCorp	COMMON	493267108	75,488	5,663,000	SH		SOLE	NONE	5,663,000	0	0
Kimberly-Clark Corp	COMMON	494368103	431,775	4,013,900	SH		SOLE	NONE	4,013,900	0	0
Kimco Realty Corp	REIT	49446R109	4,757	217,100	SH		SOLE	NONE	217,100	0	0
Kinder Morgan Inc/DE	COMMON	49456B101	22,927	598,000	SH		SOLE	NONE	598,000	0	0
Kinder Morgan Inc/DE	WARRANT	49456B119	1,398	384,000	SH		SOLE	NONE	384,000	0	0
King Digital Entertainment Plc	COMMON	G5258J109	2,794	220,000	SH		SOLE	NONE	220,000	0	0
Kodiak Oil & Gas Corp	COMMON	50015Q100	6,785	500,000	SH		SOLE	NONE	500,000	0	0
Kohl's Corp	COMMON	500255104	6,610	108,300	SH		SOLE	NONE	108,300	0	0
Kraft Foods Group Inc	COMMON	50076Q106	17,721	314,194	SH		SOLE	NONE	314,194	0	0
Kroger Company, The	COMMON	501044101	13,447	258,600	SH		SOLE	NONE	258,600	0	0
L Brands Inc	COMMON	501797104	8,687	129,700	SH		SOLE	NONE	129,700	0	0
L-3 Communications Holdings Inc	COMMON	502424104	5,423	45,600	SH		SOLE	NONE	45,600	0	0
Laboratory Corp of America Holdings	COMMON	50540R409	4,558	44,800	SH		SOLE	NONE	44,800	0	0
Lam Research Corp	COMMON	512807108	6,406	85,762	SH		SOLE	NONE	85,762	0	0
Lattice Semiconductor Corp	COMMON	518415104	4,875	650,000	SH		SOLE	NONE	650,000	0	0
Legg Mason Inc	COMMON	524901105	2,758	53,900	SH		SOLE	NONE	53,900	0	0
Leggett & Platt Inc	COMMON	524660107	2,535	72,600	SH		SOLE	NONE	72,600	0	0
Lennar Corp	COMMON	526057104	3,654	94,100	SH		SOLE	NONE	94,100	0	0
Lennox International Inc	COMMON	526107107	8,115	105,568	SH		SOLE	NONE	105,568	0	0
Leucadia National Corp	COMMON	527288104	3,996	167,600	SH		SOLE	NONE	167,600	0	0
Limelight Networks Inc	COMMON	53261M104	2,335	1,000,000	SH		SOLE	NONE	1,000,000	0	0
Lincoln National Corp	COMMON	534187109	7,399	138,100	SH		SOLE	NONE	138,100	0	0
Linear Technology Corp	COMMON	535678106	158,011	3,559,600	SH		SOLE	NONE	3,559,600	0	0
Lockheed Martin Corp	COMMON	539830109	517,304	2,830,200	SH		SOLE	NONE	2,830,200	0	0
Loews Corp	COMMON	540424108	1,483	35,600	SH		SOLE	NONE	35,600	0	0
Lorillard Inc	COMMON	544147101	11,407	190,400	SH		SOLE	NONE	190,400	0	0
Lowe's Cos Inc	COMMON	548661107	27,630	522,100	SH		SOLE	NONE	522,100	0	0
LyondellBasell Industries NV	COMMON	N53745100	24,438	224,900	SH		SOLE	NONE	224,900	0	0
M&T Bank Corp	COMMON	55261F104	8,611	69,845	SH		SOLE	NONE	69,845	0	0
Macerich Company, The	REIT	554382101	4,749	74,400	SH		SOLE	NONE	74,400	0	0
Macy's Inc	COMMON	55616P104	10,868	186,800	SH		SOLE	NONE	186,800	0	0
Magna International Inc	COMMON	559222401	514,997	5,414,256	SH		SOLE	NONE	5,414,256	0	0
Magnachip Semiconductor Corp	COMMON	55933J203	4,914	420,000	SH		SOLE	NONE	420,000	0	0
Mallinckrodt PLC	COMMON	G5785G107	5,394	59,836	SH		SOLE	NONE	59,836	0	0
Marathon Oil Corp	COMMON	565849106	13,412	356,800	SH		SOLE	NONE	356,800	0	0
Marathon Petroleum Corp	COMMON	56585A102	12,688	149,850	SH		SOLE	NONE	149,850	0	0
Marin Software Inc	COMMON	56804T106	6,106	710,000	SH		SOLE	NONE	710,000	0	0
Marketo Inc	COMMON	57063L107	5,976	185,000	SH		SOLE	NONE	185,000	0	0
Marriott International Inc/DE	COMMON	571903202	4,564	65,300	SH		SOLE	NONE	65,300	0	0
Marsh & McLennan Cos Inc	COMMON	571748102	15,069	287,900	SH		SOLE	NONE	287,900	0	0
Martin Marietta Materials Inc	COMMON	573284106	4,203	32,600	SH		SOLE	NONE	32,600	0	0
Masco Corp	COMMON	574599106	14,828	619,914	SH		SOLE	NONE	619,914	0	0
MasterCard Inc	COMMON	57636Q104	189,361	2,561,700	SH		SOLE	NONE	2,561,700	0	0
Mattel Inc	COMMON	577081102	5,477	178,700	SH		SOLE	NONE	178,700	0	0
McCormick & Co Inc/MD	COMMON	579780206	4,596	68,700	SH		SOLE	NONE	68,700	0	0
McDonald's Corp	COMMON	580135101	318,675	3,361,200	SH		SOLE	NONE	3,361,200	0	0
McGraw-Hill Cos Inc, The	COMMON	580645109	12,102	143,300	SH		SOLE	NONE	143,300	0	0
McKesson Corp	COMMON	58155Q103	194,203	997,600	SH		SOLE	NONE	997,600	0	0
MDU Resources Group Inc	COMMON	552690109	5,562	200,000	SH		SOLE	NONE	200,000	0	0
Mead Johnson Nutrition Co	COMMON	582839106	10,286	106,900	SH		SOLE	NONE	106,900	0	0
MeadWestvaco Corp	COMMON	583334107	3,635	88,800	SH		SOLE	NONE	88,800	0	0
MedAssets Inc	COMMON	584045108	2,590	125,000	SH		SOLE	NONE	125,000	0	0
Medtronic Inc	COMMON	585055106	411,552	6,643,300	SH		SOLE	NONE	6,643,300	0	0
Merck & Co Inc	COMMON	58933Y105	90,455	1,525,900	SH		SOLE	NONE	1,525,900	0	0
MetLife, Inc.	COMMON	59156R108	70,928	1,320,320	SH		SOLE	NONE	1,320,320	0	0
MGIC Investment Corp	COMMON	552848103	7,860	1,006,447	SH		SOLE	NONE	1,006,447	0	0
Michael Kors Holdings Ltd	COMMON	G60754101	4,183	58,600	SH		SOLE	NONE	58,600	0	0
Microchip Technology Inc	COMMON	595017104	5,002	105,900	SH		SOLE	NONE	105,900	0	0
Micron Technology Inc	COMMON	595112103	19,388	565,900	SH		SOLE	NONE	565,900	0	0
Microsoft Corp	COMMON	594918104	787,527	16,987,200	SH		SOLE	NONE	16,987,200	0	0
Mines Agnico-Eagle Limit?e	COMMON	008474108	65,130	2,247,187	SH		SOLE	NONE	2,247,187	0	0
Mines Richmont Inc	COMMON	76547T106	5,521	2,730,000	SH		SOLE	NONE	2,730,000	0	0
Mobile Telesystems OJSC	ADR	607409109	20,008	1,339,235	SH		SOLE	NONE	1,339,235	0	0
MobileIron Inc	COMMON	60739U204	3,509	315,000	SH		SOLE	NONE	315,000	0	0
Mohawk Industries Inc	COMMON	608190104	4,409	32,700	SH		SOLE	NONE	32,700	0	0
Molson Coors Brewing Co	COMMON	60871R209	6,253	84,000	SH		SOLE	NONE	84,000	0	0
Mondelez International Inc	COMMON	609207105	30,557	891,782	SH		SOLE	NONE	891,782	0	0
Monsanto Co	COMMON	61166W101	19,971	177,500	SH		SOLE	NONE	177,500	0	0
Monster Beverage Corp	COMMON	611740101	6,967	76,000	SH		SOLE	NONE	76,000	0	0
Moody's Corp	COMMON	615369105	9,289	98,300	SH		SOLE	NONE	98,300	0	0
Morgan Stanley	COMMON	617446448	28,005	810,100	SH		SOLE	NONE	810,100	0	0
Mosaic Company, The	COMMON	61945C103	7,480	168,427	SH		SOLE	NONE	168,427	0	0
Motorola Solutions Inc	COMMON	620076307	7,391	116,800	SH		SOLE	NONE	116,800	0	0
Murphy Oil Corp	COMMON	626717102	5,025	88,300	SH		SOLE	NONE	88,300	0	0
Mylan Inc/PA	COMMON	628530107	8,989	197,600	SH		SOLE	NONE	197,600	0	0
Nabors Industries Ltd	COMMON	G6359F103	3,485	153,100	SH		SOLE	NONE	153,100	0	0
NASDAQ OMX Group Inc, The	COMMON	631103108	2,643	62,300	SH		SOLE	NONE	62,300	0	0
National Oilwell Varco Inc	COMMON	637071101	12,374	162,600	SH		SOLE	NONE	162,600	0	0
Navient Corp	COMMON	63938C108	3,930	221,900	SH		SOLE	NONE	221,900	0	0
Navistar International Corp	COMMON	63934E108	16,784	510,000	SH		SOLE	NONE	510,000	0	0
Navistar International Corp	LISTED OPTION	63934E108	10	2,025	SH	Call	SOLE	NONE	2,025	0	0
NetApp Inc	COMMON	64110D104	7,256	168,908	SH		SOLE	NONE	168,908	0	0
Netflix Inc	COMMON	64110L106	7,129	15,800	SH		SOLE	NONE	15,800	0	0
New Gold Inc	COMMON	644535106	39,143	7,715,000	SH		SOLE	NONE	7,715,000	0	0
Newell Rubbermaid Inc	COMMON	651229106	4,983	144,800	SH		SOLE	NONE	144,800	0	0
Newfield Exploration Co	COMMON	651290108	2,673	72,100	SH		SOLE	NONE	72,100	0	0
Newmont Mining Corp	COMMON	651639106	6,076	263,600	SH		SOLE	NONE	263,600	0	0
News Corp	COMMON	65249B109	4,305	263,275	SH		SOLE	NONE	263,275	0	0
NextEra Energy Inc	COMMON	65339F101	24,520	261,189	SH		SOLE	NONE	261,189	0	0
NextEra Energy Partners LP	LIMITED PARTNERSHIP	65341B106	6,938	200,000	SH		SOLE	NONE	200,000	0	0
Nielsen NV	COMMON	N63218106	7,133	160,900	SH		SOLE	NONE	160,900	0	0
NIKE Inc	COMMON	654106103	33,182	372,000	SH		SOLE	NONE	372,000	0	0
Nimble Storage Inc	COMMON	65440R101	2,078	80,000	SH		SOLE	NONE	80,000	0	0
NiSource Inc	COMMON	65473P105	10,921	266,500	SH		SOLE	NONE	266,500	0	0
Noble Corp plc	COMMON	G65431101	2,986	134,400	SH		SOLE	NONE	134,400	0	0
Noble Energy Inc	COMMON	655044105	13,029	190,600	SH		SOLE	NONE	190,600	0	0
Nordstrom Inc	COMMON	655664100	5,155	75,400	SH		SOLE	NONE	75,400	0	0
Norfolk Southern Corp	COMMON	655844108	18,269	163,700	SH		SOLE	NONE	163,700	0	0
Northeast Utilities	COMMON	664397106	7,403	167,100	SH		SOLE	NONE	167,100	0	0
Northern Trust Corp	COMMON	665859104	7,966	117,100	SH		SOLE	NONE	117,100	0	0
Northrop Grumman Corp	COMMON	666807102	14,494	110,000	SH		SOLE	NONE	110,000	0	0
NorthStar Asset Management Group Inc/New York	COMMON	66705Y104	8,158	442,911	SH		SOLE	NONE	442,911	0	0
NRG Energy Inc	COMMON	629377508	5,434	178,280	SH		SOLE	NONE	178,280	0	0
Nucor Corp	COMMON	670346105	9,141	168,400	SH		SOLE	NONE	168,400	0	0
NVIDIA Corp	COMMON	67066G104	5,024	272,300	SH		SOLE	NONE	272,300	0	0
Occidental Petroleum Corp	COMMON	674599105	54,075	562,400	SH		SOLE	NONE	562,400	0	0
Omnicom Group Inc	COMMON	681919106	9,151	132,900	SH		SOLE	NONE	132,900	0	0
ONEOK Inc	COMMON	682680103	7,207	109,950	SH		SOLE	NONE	109,950	0	0
Open Text Corp	COMMON	683715106	280,140	5,053,600	SH		SOLE	NONE	5,053,600	0	0
OPKO Health Inc	COMMON	68375N103	1,342	157,653	SH		SOLE	NONE	157,653	0	0
Oracle Corp	COMMON	68389X105	397,779	10,391,300	SH		SOLE	NONE	10,391,300	0	0
O'Reilly Automotive Inc	COMMON	67103H107	8,255	54,900	SH		SOLE	NONE	54,900	0	0
Outerwall Inc	COMMON	690070107	3,086	55,000	SH		SOLE	NONE	55,000	0	0
Owens-Illinois Inc	COMMON	690768403	2,274	87,300	SH		SOLE	NONE	87,300	0	0
PACCAR Inc	COMMON	693718108	6,910	121,500	SH		SOLE	NONE	121,500	0	0
PacWest Bancorp	COMMON	695263103	8,124	197,053	SH		SOLE	NONE	197,053	0	0
Pall Corp	COMMON	696429307	4,729	56,500	SH		SOLE	NONE	56,500	0	0
Pandora Media Inc	COMMON	698354107	3,986	165,000	SH		SOLE	NONE	165,000	0	0
Paragon Offshore PLC	COMMON	G6S01W108	1,538	250,000	SH		SOLE	NONE	250,000	0	0
Parker-Hannifin Corp	COMMON	701094104	20,627	180,700	SH		SOLE	NONE	180,700	0	0
Patterson Cos Inc	COMMON	703395103	1,897	45,800	SH		SOLE	NONE	45,800	0	0
Paychex Inc	COMMON	704326107	7,642	172,900	SH		SOLE	NONE	172,900	0	0
Pentair PLC	COMMON	G7S00T104	6,672	101,874	SH		SOLE	NONE	101,874	0	0
Pepco Holdings Inc	COMMON	713291102	3,551	132,700	SH		SOLE	NONE	132,700	0	0
PepsiCo Inc	COMMON	713448108	615,596	6,612,913	SH		SOLE	NONE	6,612,913	0	0
PerkinElmer Inc	COMMON	714046109	2,612	59,900	SH		SOLE	NONE	59,900	0	0
Perrigo Co Plc	COMMON	G97822103	10,618	70,700	SH		SOLE	NONE	70,700	0	0
Petroleo Brasileiro SA	ADR	71654V408	14,403	1,015,000	SH		SOLE	NONE	1,015,000	0	0
PetSmart Inc	COMMON	716768106	3,680	52,500	SH		SOLE	NONE	52,500	0	0
Pfizer Inc	COMMON	717081103	148,472	5,021,038	SH		SOLE	NONE	5,021,038	0	0
PG&E Corp	COMMON	69331C108	11,233	249,400	SH		SOLE	NONE	249,400	0	0
Philip Morris International Inc	COMMON	718172109	68,913	826,300	SH		SOLE	NONE	826,300	0	0
Phillips 66	COMMON	718546104	24,039	295,650	SH		SOLE	NONE	295,650	0	0
Photronics Inc	COMMON	719405102	4,589	570,000	SH		SOLE	NONE	570,000	0	0
Pinnacle West Capital Corp	COMMON	723484101	3,186	58,300	SH		SOLE	NONE	58,300	0	0
Pioneer Natural Resources Co	COMMON	723787107	14,911	75,700	SH		SOLE	NONE	75,700	0	0
Pitney Bowes Inc	COMMON	724479100	2,676	107,100	SH		SOLE	NONE	107,100	0	0
Plum Creek Timber Co Inc	REIT	729251108	3,651	93,600	SH		SOLE	NONE	93,600	0	0
PNC Financial Services Group Inc/The	COMMON	693475105	24,475	285,985	SH		SOLE	NONE	285,985	0	0
PNM Resources Inc	COMMON	69349H107	15,444	620,000	SH		SOLE	NONE	620,000	0	0
Popular Inc	COMMON	733174700	5,712	194,049	SH		SOLE	NONE	194,049	0	0
PowerShares India Portfolio	ETF	73935L100	15,019	693,100	SH		SOLE	NONE	693,100	0	0
Powershares WilderHill Clean Energy Portfolio	ETF	73935X500	4,431	700,000	SH		SOLE	NONE	700,000	0	0
PPG Industries Inc	COMMON	693506107	14,342	72,896	SH		SOLE	NONE	72,896	0	0
PPL Corp	COMMON	69351T106	359,099	10,934,800	SH		SOLE	NONE	10,934,800	0	0
Praxair Inc	COMMON	74005P104	279,904	2,169,800	SH		SOLE	NONE	2,169,800	0	0
Precision Castparts Corp	COMMON	740189105	17,979	75,900	SH		SOLE	NONE	75,900	0	0
Priceline Group Inc/The	COMMON	741503403	32,093	27,700	SH		SOLE	NONE	27,700	0	0
Principal Financial Group Inc	COMMON	74251V102	7,592	144,700	SH		SOLE	NONE	144,700	0	0
Procter & Gamble Company, The	COMMON	742718109	119,932	1,432,200	SH		SOLE	NONE	1,432,200	0	0
Progressive Corp, The	COMMON	743315103	7,197	284,700	SH		SOLE	NONE	284,700	0	0
Prologis Inc	REIT	74340W103	799	21,200	SH		SOLE	NONE	21,200	0	0
Prudential Financial Inc	COMMON	744320102	38,984	443,300	SH		SOLE	NONE	443,300	0	0
Public Service Enterprise Group Inc	COMMON	744573106	9,962	267,500	SH		SOLE	NONE	267,500	0	0
Public Storage	REIT	74460D109	12,720	76,700	SH		SOLE	NONE	76,700	0	0
PulteGroup Inc	COMMON	745867101	3,161	179,000	SH		SOLE	NONE	179,000	0	0
PVH Corp	COMMON	693656100	5,270	43,500	SH		SOLE	NONE	43,500	0	0
QEP Resources Inc	COMMON	74733V100	2,696	87,600	SH		SOLE	NONE	87,600	0	0
Qlik Technologies Inc	COMMON	74733T105	12,844	475,000	SH		SOLE	NONE	475,000	0	0
Qualcomm Inc	COMMON	747525103	401,193	5,365,700	SH		SOLE	NONE	5,365,700	0	0
Quanta Services Inc	COMMON	74762E102	250	6,897	SH		SOLE	NONE	6,897	0	0
Quest Diagnostics Inc	COMMON	74834L100	4,636	76,400	SH		SOLE	NONE	76,400	0	0
RAIT Financial Trust	REIT	749227609	2,229	300,000	SH		SOLE	NONE	300,000	0	0
Rally Software Development Corp	COMMON	751198102	5,044	420,000	SH		SOLE	NONE	420,000	0	0
Ralph Lauren Corp	COMMON	751212101	5,288	32,100	SH		SOLE	NONE	32,100	0	0
Range Resources Corp	COMMON	75281A109	6,049	89,200	SH		SOLE	NONE	89,200	0	0
Raymond James Financial Inc	COMMON	754730109	6,182	115,385	SH		SOLE	NONE	115,385	0	0
Raytheon Co	COMMON	755111507	16,706	164,400	SH		SOLE	NONE	164,400	0	0
RCS Capital Corp	COMMON	74937W102	1,263	56,100	SH		SOLE	NONE	56,100	0	0
Red Hat Inc	COMMON	756577102	5,621	100,100	SH		SOLE	NONE	100,100	0	0
Regeneron Pharmaceuticals Inc	COMMON	75886F107	14,060	39,000	SH		SOLE	NONE	39,000	0	0
Regions Financial Corp	COMMON	7591EP100	7,320	729,100	SH		SOLE	NONE	729,100	0	0
Reinsurance Group of America Inc	COMMON	759351604	146,587	1,829,363	SH		SOLE	NONE	1,829,363	0	0
Republic Services Inc	COMMON	760759100	880	22,550	SH		SOLE	NONE	22,550	0	0
Resolute Energy Corp	COMMON	76116A108	4,703	750,000	SH		SOLE	NONE	750,000	0	0
RetailMeNot Inc	COMMON	76132B106	5,171	320,000	SH		SOLE	NONE	320,000	0	0
Reynolds American Inc	COMMON	761713106	9,617	163,000	SH		SOLE	NONE	163,000	0	0
RF Micro Devices Inc	COMMON	749941100	2,885	250,000	SH		SOLE	NONE	250,000	0	0
RingCentral Inc	COMMON	76680R206	7,372	580,000	SH		SOLE	NONE	580,000	0	0
Ritchie Bros Auctioneers Inc	COMMON	767744105	204,574	9,104,800	SH		SOLE	NONE	9,104,800	0	0
Rite Aid Corp	COMMON	767754104	484	100,000	SH		SOLE	NONE	100,000	0	0
Riverbed Technology Inc	COMMON	768573107	6,954	375,000	SH		SOLE	NONE	375,000	0	0
Riverbed Technology Inc	LISTED OPTION	768573107	110	2,000	SH	Call	SOLE	NONE	2,000	0	0
Rockwell Automation Inc	COMMON	773903109	17,839	162,351	SH		SOLE	NONE	162,351	0	0
Rockwell Collins Inc	COMMON	774341101	3,381	43,075	SH		SOLE	NONE	43,075	0	0
Roper Industries Inc	COMMON	776696106	7,724	52,800	SH		SOLE	NONE	52,800	0	0
Ross Stores Inc	COMMON	778296103	8,389	111,000	SH		SOLE	NONE	111,000	0	0
Royal Dutch Shell PLC	ADR	780259206	137,099	1,800,855	SH		SOLE	NONE	1,800,855	0	0
Ryanair Holdings PLC	ADR	783513104	1,336	23,673	SH		SOLE	NONE	23,673	0	0
Ryder System Inc	COMMON	783549108	2,528	28,100	SH		SOLE	NONE	28,100	0	0
Safeway Inc	COMMON	786514208	4,177	121,768	SH		SOLE	NONE	121,768	0	0
Salesforce.com Inc	COMMON	79466L302	17,518	304,500	SH		SOLE	NONE	304,500	0	0
SanDisk Corp	COMMON	80004C101	11,617	118,600	SH		SOLE	NONE	118,600	0	0
SBA Communications Corp	COMMON	78388J106	31,213	281,455	SH		SOLE	NONE	281,455	0	0
Schlumberger Ltd	COMMON	806857108	69,735	685,759	SH		SOLE	NONE	685,759	0	0
Scripps Networks Interactive Inc	COMMON	811065101	1,937	24,800	SH		SOLE	NONE	24,800	0	0
Seadrill Ltd	COMMON	G7945E105	6,633	247,263	SH		SOLE	NONE	247,263	0	0
Seagate Technology PLC	COMMON	G7945M107	1,873	32,700	SH		SOLE	NONE	32,700	0	0
Seagate Technology PLC	LISTED OPTION	G7945M107	43	0	SH	Call	SOLE	NONE	0	0	0
Sealed Air Corp	COMMON	81211K100	3,914	112,200	SH		SOLE	NONE	112,200	0	0
SemGroup Corp	COMMON	81663A105	26,646	320,000	SH		SOLE	NONE	320,000	0	0
Sempra Energy	COMMON	816851109	21,318	202,300	SH		SOLE	NONE	202,300	0	0
ServiceSource International Inc	COMMON	81763U100	2,261	700,000	SH		SOLE	NONE	700,000	0	0
Sherwin-Williams Co, The	COMMON	824348106	9,636	44,000	SH		SOLE	NONE	44,000	0	0
Sigma-Aldrich Corp	COMMON	826552101	8,541	62,800	SH		SOLE	NONE	62,800	0	0
Simon Property Group Inc	REIT	828806109	27,031	164,400	SH		SOLE	NONE	164,400	0	0
Soci?t? Aurif?re Barrick	COMMON	067901108	32,452	2,201,988	SH		SOLE	NONE	2,201,988	0	0
Soci?t? Financi?re Manuvie	COMMON	56501R106	343,781	17,836,254	SH		SOLE	NONE	17,836,254	0	0
Soci?t? Financi?re Manuvie	SUBSCRIPTION RECEIPT	56501R122	453,580	23,786,870	SH		SOLE	NONE	23,786,870	0	0
Southern Company, The	COMMON	842587107	194,037	4,445,300	SH		SOLE	NONE	4,445,300	0	0
Southern Copper Corp	COMMON	84265V105	40,090	1,352,099	SH		SOLE	NONE	1,352,099	0	0
Southwest Airlines Co	COMMON	844741108	12,238	362,400	SH		SOLE	NONE	362,400	0	0
Southwestern Energy Co	COMMON	845467109	6,525	186,700	SH		SOLE	NONE	186,700	0	0
Spectra Energy Corp	COMMON	847560109	33,837	861,861	SH		SOLE	NONE	861,861	0	0
Spirit Aerosystems Holdings Inc	COMMON	848574109	11,074	290,965	SH		SOLE	NONE	290,965	0	0
SPX Corp	COMMON	784635104	9,405	100,124	SH		SOLE	NONE	100,124	0	0
St Jude Medical Inc	COMMON	790849103	9,056	150,600	SH		SOLE	NONE	150,600	0	0
Stanley Black & Decker Inc	COMMON	854502101	180,785	2,036,097	SH		SOLE	NONE	2,036,097	0	0
Staples Inc	COMMON	855030102	4,137	341,900	SH		SOLE	NONE	341,900	0	0
Starbucks Corp	COMMON	855244109	29,988	397,400	SH		SOLE	NONE	397,400	0	0
Starwood Hotels & Resorts Worldwide Inc	COMMON	85590A401	8,388	100,800	SH		SOLE	NONE	100,800	0	0
State Street Corp	COMMON	857477103	153,087	2,079,700	SH		SOLE	NONE	2,079,700	0	0
Stericycle Inc	COMMON	858912108	1,142	9,800	SH		SOLE	NONE	9,800	0	0
Stryker Corp	COMMON	863667101	12,775	158,200	SH		SOLE	NONE	158,200	0	0
Student Transportation Inc	COMMON	86388A108	50,234	7,997,018	SH		SOLE	NONE	7,997,018	0	0
Suncor ?nergie Inc	COMMON	867224107	721,118	19,883,680	SH		SOLE	NONE	19,883,680	0	0
SunEdison Inc	COMMON	86732Y109	1,888	100,000	SH		SOLE	NONE	100,000	0	0
SunTrust Banks Inc	COMMON	867914103	10,679	280,800	SH		SOLE	NONE	280,800	0	0
Symantec Corp	COMMON	871503108	8,598	365,700	SH		SOLE	NONE	365,700	0	0
Sysco Corp	COMMON	871829107	11,780	310,400	SH		SOLE	NONE	310,400	0	0
T Rowe Price Group Inc	COMMON	74144T108	10,905	139,100	SH		SOLE	NONE	139,100	0	0
Talisman Energy Inc	COMMON	87425E103	17,257	1,990,251	SH		SOLE	NONE	1,990,251	0	0
Target Corp	COMMON	87612E106	21,010	335,200	SH		SOLE	NONE	335,200	0	0
TD Ameritrade Holding Corp	COMMON	87236Y108	61,117	1,831,500	SH		SOLE	NONE	1,831,500	0	0
TE Connectivity Ltd	COMMON	H84989104	11,970	216,500	SH		SOLE	NONE	216,500	0	0
Technology Select Sector SPDR Fund	ETF	81369Y803	9,179	230,000	SH		SOLE	NONE	230,000	0	0
Teck Resources Ltd	COMMON	878742204	163,309	8,604,697	SH		SOLE	NONE	8,604,697	0	0
TECO Energy Inc	COMMON	872375100	2,145	123,400	SH		SOLE	NONE	123,400	0	0
TELUS Corporation	COMMON	87971M103	280,483	8,197,022	SH		SOLE	NONE	8,197,022	0	0
Tenet Healthcare Corp	COMMON	88033G407	2,471	41,600	SH		SOLE	NONE	41,600	0	0
Teradata Corp	COMMON	88076W103	3,437	82,000	SH		SOLE	NONE	82,000	0	0
Tesoro Corp	COMMON	881609101	4,134	67,800	SH		SOLE	NONE	67,800	0	0
Texas Instruments Inc	COMMON	882508104	26,931	564,700	SH		SOLE	NONE	564,700	0	0
Texas Instruments Inc	LISTED OPTION	882508104	8	1,200	SH	Put	SOLE	NONE	1,200	0	0
Thermo Fisher Scientific Inc	COMMON	883556102	25,667	210,900	SH		SOLE	NONE	210,900	0	0
TIBCO Software Inc	COMMON	88632Q103	8,271	350,000	SH		SOLE	NONE	350,000	0	0
TIBCO Software Inc	LISTED OPTION	88632Q103	593	2,000	SH	Call	SOLE	NONE	2,000	0	0
Tiffany & Co	COMMON	886547108	5,730	59,500	SH		SOLE	NONE	59,500	0	0
Time Warner Cable Inc	COMMON	88732J207	21,136	147,300	SH		SOLE	NONE	147,300	0	0
Time Warner Inc	COMMON	887317303	38,899	517,200	SH		SOLE	NONE	517,200	0	0
TJX Cos Inc/The	COMMON	872540109	21,686	366,500	SH		SOLE	NONE	366,500	0	0
Torchmark Corp	COMMON	891027104	77,214	1,474,400	SH		SOLE	NONE	1,474,400	0	0
Tornier NV	COMMON	N87237108	5,019	210,000	SH		SOLE	NONE	210,000	0	0
Tractor Supply Co	COMMON	892356106	4,478	72,800	SH		SOLE	NONE	72,800	0	0
TransCanada Corp	COMMON	89353D107	66,830	1,294,833	SH		SOLE	NONE	1,294,833	0	0
Travelers Cos Inc, The	COMMON	89417E109	16,843	179,300	SH		SOLE	NONE	179,300	0	0
Tronox Ltd	COMMON	Q9235V101	4,689	180,000	SH		SOLE	NONE	180,000	0	0
Tronox Ltd	LISTED OPTION	Q9235V101	3,150	14,000	SH	Call	SOLE	NONE	14,000	0	0
TRW Automotive Holdings Corp	COMMON	87264S106	8,252	81,500	SH		SOLE	NONE	81,500	0	0
Turquoise Hill Resources Ltd	COMMON	900435108	84,752	22,497,504	SH		SOLE	NONE	22,497,504	0	0
Twenty-First Century Fox Inc	COMMON	90130A200	139,825	4,197,696	SH		SOLE	NONE	4,197,696	0	0
Tyco International Ltd	COMMON	H89128104	6,257	140,379	SH		SOLE	NONE	140,379	0	0
Tyson Foods Inc	COMMON	902494103	6,098	154,900	SH		SOLE	NONE	154,900	0	0
UBS AG	COMMON	H89231338	41,964	2,406,762	SH		SOLE	NONE	2,406,762	0	0
Under Armour Inc	COMMON	904311107	6,081	88,000	SH		SOLE	NONE	88,000	0	0
Unilever NV	ADR	904784709	8,920	224,810	SH		SOLE	NONE	224,810	0	0
Union Pacific Corp	COMMON	907818108	51,467	474,700	SH		SOLE	NONE	474,700	0	0
United Parcel Service Inc	COMMON	911312106	32,544	331,100	SH		SOLE	NONE	331,100	0	0
United Rentals Inc	COMMON	911363109	5,633	50,700	SH		SOLE	NONE	50,700	0	0
United Technologies Corp	COMMON	913017109	159,952	1,514,700	SH		SOLE	NONE	1,514,700	0	0
UnitedHealth Group Inc	COMMON	91324P102	250,108	2,899,800	SH		SOLE	NONE	2,899,800	0	0
Universal Health Services Inc	COMMON	913903100	5,047	48,300	SH		SOLE	NONE	48,300	0	0
Unum Group	COMMON	91529Y106	4,634	134,800	SH		SOLE	NONE	134,800	0	0
Urban Outfitters Inc	COMMON	917047102	1,979	53,933	SH		SOLE	NONE	53,933	0	0
US Bancorp/MN	COMMON	902973304	39,872	953,200	SH		SOLE	NONE	953,200	0	0
Vale SA	ADR	91912E204	14,565	1,500,000	SH		SOLE	NONE	1,500,000	0	0
Valeant Pharmaceuticals International Inc	COMMON	91911K102	599,544	4,565,723	SH		SOLE	NONE	4,565,723	0	0
Valero Energy Corp	COMMON	91913Y100	30,969	669,300	SH		SOLE	NONE	669,300	0	0
Ventas Inc	REIT	92276F100	9,639	155,600	SH		SOLE	NONE	155,600	0	0
VeriSign Inc	COMMON	92343E102	3,280	59,500	SH		SOLE	NONE	59,500	0	0
Verizon Communications Inc	COMMON	92343V104	109,613	2,192,700	SH		SOLE	NONE	2,192,700	0	0
Vertex Pharmaceuticals Inc	COMMON	92532F100	14,140	125,900	SH		SOLE	NONE	125,900	0	0
V?tements de Sport Gildan Inc, Les	COMMON	375916103	610,699	11,139,002	SH		SOLE	NONE	11,139,002	0	0
VF Corp	COMMON	918204108	12,044	182,400	SH		SOLE	NONE	182,400	0	0
Viacom Inc	COMMON	92553P201	15,496	201,400	SH		SOLE	NONE	201,400	0	0
Vornado Realty Trust	REIT	929042109	9,216	92,200	SH		SOLE	NONE	92,200	0	0
Vulcan Materials Co	COMMON	929160109	4,168	69,200	SH		SOLE	NONE	69,200	0	0
WABCO Holdings Inc	COMMON	92927K102	1,476	16,234	SH		SOLE	NONE	16,234	0	0
Walgreen Co	COMMON	931422109	310,806	5,243,900	SH		SOLE	NONE	5,243,900	0	0
Wal-Mart Stores Inc	COMMON	931142103	56,221	735,200	SH		SOLE	NONE	735,200	0	0
Walt Disney Co, The	COMMON	254687106	24,945	280,181	SH		SOLE	NONE	280,181	0	0
Waste Management Inc	COMMON	94106L109	426,777	8,979,100	SH		SOLE	NONE	8,979,100	0	0
Waters Corp	COMMON	941848103	4,401	44,400	SH		SOLE	NONE	44,400	0	0
WellPoint Inc	COMMON	94973V107	17,357	145,100	SH		SOLE	NONE	145,100	0	0
Wells Fargo & Co	COMMON	949746101	138,540	2,670,900	SH		SOLE	NONE	2,670,900	0	0
Western Digital Corp	COMMON	958102105	11,328	116,400	SH		SOLE	NONE	116,400	0	0
Western Refining Inc	COMMON	959319104	4,199	100,000	SH		SOLE	NONE	100,000	0	0
Weyerhaeuser Co	REIT	962166104	8,902	279,422	SH		SOLE	NONE	279,422	0	0
Whirlpool Corp	COMMON	963320106	6,015	41,300	SH		SOLE	NONE	41,300	0	0
Whole Foods Market Inc	COMMON	966837106	7,283	191,100	SH		SOLE	NONE	191,100	0	0
Williams Cos Inc, The	COMMON	969457100	19,694	355,800	SH		SOLE	NONE	355,800	0	0
Willis Group Holdings PLC	COMMON	G96666105	47,764	1,153,727	SH		SOLE	NONE	1,153,727	0	0
Windstream Holdings Inc	COMMON	97382A101	3,435	318,653	SH		SOLE	NONE	318,653	0	0
Wisconsin Energy Corp	COMMON	976657106	319,640	7,433,479	SH		SOLE	NONE	7,433,479	0	0
WNS Holdings Ltd	ADR	92932M101	6,528	290,000	SH		SOLE	NONE	290,000	0	0
WPX Energy Inc	COMMON	98212B103	1,203	50,000	SH		SOLE	NONE	50,000	0	0
Wright Medical Group Inc	COMMON	98235T107	8,484	280,000	SH		SOLE	NONE	280,000	0	0
WW Grainger Inc	COMMON	384802104	3,821	15,182	SH		SOLE	NONE	15,182	0	0
Wyndham Worldwide Corp	COMMON	98310W108	5,379	66,200	SH		SOLE	NONE	66,200	0	0
Wynn Resorts Ltd	COMMON	983134107	8,007	42,800	SH		SOLE	NONE	42,800	0	0
Xcel Energy Inc	COMMON	98389B100	8,126	267,300	SH		SOLE	NONE	267,300	0	0
Xerox Corp	COMMON	984121103	7,586	573,372	SH		SOLE	NONE	573,372	0	0
Xilinx Inc	COMMON	983919101	6,018	142,100	SH		SOLE	NONE	142,100	0	0
XL Group PLC	COMMON	G98290102	4,657	140,400	SH		SOLE	NONE	140,400	0	0
Xylem Inc/NY	COMMON	98419M100	3,428	96,600	SH		SOLE	NONE	96,600	0	0
Yahoo! Inc	COMMON	984332106	25,644	629,300	SH		SOLE	NONE	629,300	0	0
Yum! Brands Inc	COMMON	988498101	172,824	2,401,000	SH		SOLE	NONE	2,401,000	0	0
Zimmer Holdings Inc	COMMON	98956P102	8,989	89,400	SH		SOLE	NONE	89,400	0	0
Zions Bancorporation	COMMON	989701107	3,113	107,111	SH		SOLE	NONE	107,111	0	0
Zoetis Inc	COMMON	98978V103	9,787	264,858	SH		SOLE	NONE	264,858	0	0