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
21VIANET GROUP INC SPONSORED ADR 90138A103 120,000 6,666,667 SH   DFND 5,16 6,666,667 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,600,261 18,010,820 SH   DFND 4,11,12,14 18,010,820 0 0
AMYRIS INC COM 03236M101 39,240 10,353,478 SH   DFND 2,7,9 10,353,478 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 153,901 2,132,778 SH   DFND 2,7,9 2,132,778 0 0
CLEAN ENERGY FUELS CORP COM 184499101 3,315 425,000 SH   DFND 1,4,11,14 425,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 110,076 2,458,700 SH   DFND 1,4,11,14 2,458,700 0 0
EROS INTL PLC SHS NEW G3788M114 20,103 1,376,000 SH   DFND 4,10,11,14 1,376,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 38,617 951,638 SH   DFND 4,10,11,14 951,638 0 0
GILEAD SCIENCES INC COM 375558103 1,354,448 12,723,799 SH   DFND 7,15,18 12,723,799 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 2,537,951 55,498,593 SH   DFND   55,498,593 0 0
MARIN SOFTWARE INC COM 56804T106 21,743 2,528,205 SH   DFND 4,11,12,14 2,528,205 0 0
MARKIT LTD SHS G58249106 494,397 21,173,310 SH   DFND 5,16 21,173,310 0 0
MOSAIC CO NEW COM 61945C103 702,960 15,828,870 SH   DFND 4,10,11,13,14 15,828,870 0 0
PEABODY ENERGY CORP COM 704549104 3,121 252,119 SH   DFND 4,10,11,14 252,119 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 49,005 3,291,131 SH   DFND 1,4,11,14 3,291,131 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 107,025 4,233,568 SH   DFND 2,7,9 4,233,568 0 0
QUALCOMM INC COM 747525103 452,004 6,045,255 SH   DFND 4,11,12,14 6,045,255 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 356,091 6,383,856 SH   DFND 7,15 6,383,856 0 0
SABRE CORP COM 78573M104 26,873 1,500,000 SH   DFND 1,4,11,14 1,500,000 0 0
SYNCHRONY FINL COM 87165B103 266,848 10,869,565 SH   DFND 4,10,11,14 10,869,565 0 0
TAMINCO CORP COM 87509U106 33,253 1,274,069 SH   DFND 4,11,14 1,274,069 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 641,539 5,271,481 SH   DFND 2,7,9 5,271,481 0 0
TURQUOISE HILL RES LTD COM 900435108 273,820 73,213,884 SH   DFND 3,16,17 73,213,884 0 0