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
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
ABBVIE INC COMMON STOCK 00287Y109 11,246 194,700 SH   DFND 1,2,3 194,700 0 0
ACCENTURE PLC CL A COMMON STOCK B4BNMY3 6,579 80,900 SH   DFND 1,2,3 80,900 0 0
ACE LTD COMMON STOCK B3BQMF6 6,501 61,990 SH   DFND 1,2,3 61,990 0 0
AES CORP (THE) COMMON STOCK 00130H105 48,296 3,405,900 SH   DFND 1,2,3 3,405,900 0 0
AFLAC INC COMMON STOCK 001055102 105 1,800 SH   DFND 1,2,3 1,800 0 0
AIR PRODUCTS & CHEMICALS INC COMMON STOCK 009158106 898 6,900 SH   DFND 1,2,3 6,900 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 9,782 110,100 SH   DFND 1,2,3 110,100 0 0
ALLEGHENY TECHNOLOGIES INC COMMON STOCK 01741R102 4,237 114,195 SH   DFND 1,2,3 114,195 0 0
ALTRIA GROUP INC COMMON STOCK 02209S103 198 4,320 SH   DFND 1,2,3 4,320 0 0
AMAZON.COM INC COMMON STOCK 023135106 8,190 25,400 SH   DFND 1,2,3 25,400 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 18,313 726,700 SH   DFND 1,2,3 726,700 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 31,722 338,800 SH   DFND 1,2,3 338,800 0 0
AMERISOURCEBERGEN CORP COMMON STOCK 03073E105 796 10,300 SH   DFND 1,2,3 10,300 0 0
AON PLC CL A COMMON STOCK B5BT0K0 4,804 54,800 SH   DFND 1,2,3 54,800 0 0
APPLE INC COMMON STOCK 037833100 23,590 234,148 SH   DFND 1,2,3 234,148 0 0
ARCOS DORADOS HOLDINGS INC CL A COMMON STOCK B529PQ0 23,260 3,889,700 SH   DFND 1,2,3 3,889,700 0 0
ARTHUR J GALLAGHER & CO COMMON STOCK 363576109 962 21,200 SH   DFND 1,2,3 21,200 0 0
ASML HOLDING NV (USD) COMMON STOCK B908F01 3,600 36,434 SH   DFND 1,2,3 36,434 0 0
AT&T INC COMMON STOCK 00206R102 712 20,200 SH   DFND 1,2,3 20,200 0 0
AVAGO TECHNOLOGIES LTD COMMON STOCK B3WS2X9 17,626 202,600 SH   DFND 1,2,3 202,600 0 0
BANCO BRADESCO SA PN ADR COMMON STOCK 059460303 16,287 1,142,950 SH   DFND 1,2,3 1,142,950 0 0
BB&T CORPORATION COMMON STOCK 054937107 260 7,000 SH   DFND 1,2,3 7,000 0 0
BLACKROCK INC COMMON STOCK 09247X101 2,905 8,848 SH   DFND 1,2,3 8,848 0 0
BOEING CO COMMON STOCK 097023105 17,999 141,300 SH   DFND 1,2,3 141,300 0 0
BRF SA ON ADR COMMON STOCK 10552T107 2,693 113,200 SH   DFND 1,2,3 113,200 0 0
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 28,834 563,383 SH   DFND 1,2,3 563,383 0 0
BROADCOM CORP CL A COMMON STOCK 111320107 10,319 255,300 SH   DFND 1,2,3 255,300 0 0
CAMECO CORP COMMON STOCK 13321L108 1,620 91,600 SH   DFND 1,2,3 91,600 0 0
CARNIVAL CORP COMMON PAIRED STOCK UNITS 143658300 402 10,000 SH   DFND 1,2,3 10,000 0 0
CATERPILLAR INC COMMON STOCK 149123101 15,221 153,700 SH   DFND 1,2,3 153,700 0 0
CELANESE CORPORATION SERIES A COMMON STOCK 150870103 146 2,500 SH   DFND 1,2,3 2,500 0 0
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS + 1 B SHR) COMMON STOCK 151290889 64,208 4,923,906 SH   DFND 1,2,3 4,923,906 0 0
CENOVUS ENERGY INC COMMON STOCK 15135U109 20,733 769,110 SH   DFND 1,2,3 769,110 0 0
CENTURYLINK INC COMMON STOCK 156700106 1,509 36,900 SH   DFND 1,2,3 36,900 0 0
CERNER CORPORATION COMMON STOCK 156782104 3,604 60,500 SH   DFND 1,2,3 60,500 0 0
CHEVRON CORP COMMON STOCK 166764100 43,222 362,232 SH   DFND 1,2,3 362,232 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 21,920 274,154 SH   DFND 1,2,3 274,154 0 0
COACH INC COMMON STOCK 189754104 2,338 65,660 SH   DFND 1,2,3 65,660 0 0
COBALT INTERNATIONAL ENERGY INC COMMON STOCK 19075F106 52,836 3,885,007 SH   DFND 1,2,3 3,885,007 0 0
COCA-COLA CO COMMON STOCK 191216100 751 17,600 SH   DFND 1,2,3 17,600 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 14,956 278,100 SH   DFND 1,2,3 278,100 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104 14,638 191,300 SH   DFND 1,2,3 191,300 0 0
CRESCENT POINT ENERGY CORP COMMON STOCK 22576C101 919 25,400 SH   DFND 1,2,3 25,400 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 3,366 59,300 SH   DFND 1,2,3 59,300 0 0
DANAHER CORP COMMON STOCK 235851102 24,450 321,800 SH   DFND 1,2,3 321,800 0 0
DARDEN RESTAURANTS INC COMMON STOCK 237194105 149 2,900 SH   DFND 1,2,3 2,900 0 0
DELPHI AUTOMOTIVE PLC COMMON STOCK B783TY6 18,310 298,500 SH   DFND 1,2,3 298,500 0 0
DEUTSCHE BANK AG NAMEN COMMON STOCK 5750355 9,858 280,953 SH   DFND 1,2,3 280,953 0 0
DISCOVERY COMMUNICATIONS CL C COMMON STOCK 25470F302 52 1,400 SH   DFND 1,2,3 1,400 0 0
DISCOVERY COMMUNICATIONS INC CL A COMMON STOCK 25470F104 53 1,400 SH   DFND 1,2,3 1,400 0 0
DOW CHEMICAL CO COMMON STOCK 260543103 205 3,900 SH   DFND 1,2,3 3,900 0 0
DREAMWORKS ANIMATION SKG INC CL A COMMON STOCK 26153C103 2,680 98,294 SH   DFND 1,2,3 98,294 0 0
DUKE ENERGY CORP COMMON STOCK 26441C204 247 3,300 SH   DFND 1,2,3 3,300 0 0
EATON CORP PLC COMMON STOCK B8KQN82 26,584 419,508 SH   DFND 1,2,3 419,508 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 347 6,200 SH   DFND 1,2,3 6,200 0 0
EMERSON ELECTRIC CO COMMON STOCK 291011104 278 4,440 SH   DFND 1,2,3 4,440 0 0
ENBRIDGE INC COMMON STOCK 29250N105 16,940 353,180 SH   DFND 1,2,3 353,180 0 0
ENERSIS SA ADR COMMON STOCK 29274F104 27,061 1,714,885 SH   DFND 1,2,3 1,714,885 0 0
ENSCO PLC CL A COMMON STOCK B4VLR19 6,552 158,600 SH   DFND 1,2,3 158,600 0 0
EXPRESS SCRIPTS HOLDING CO COMMON STOCK 30219G108 5,036 71,300 SH   DFND 1,2,3 71,300 0 0
FREEPORT-MCMORAN INC COMMON STOCK 35671D857 3,696 113,186 SH   DFND 1,2,3 113,186 0 0
FREESCALE SEMICONDUCTOR LTD COMMON STOCK B4349B0 4,158 212,900 SH   DFND 1,2,3 212,900 0 0
GANNETT CO INC COMMON STOCK 364730101 472 15,900 SH   DFND 1,2,3 15,900 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 300 11,700 SH   DFND 1,2,3 11,700 0 0
GENPACT LTD COMMON STOCK B23DBK6 96 5,900 SH   DFND 1,2,3 5,900 0 0
GERDAU SA PN ADR COMMON STOCK 373737105 24,238 5,049,600 SH   DFND 1,2,3 5,049,600 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 89,688 842,535 SH   DFND 1,2,3 842,535 0 0
GOLAR LNG LTD (USD) COMMON STOCK 2367963 6,003 90,400 SH   DFND 1,2,3 90,400 0 0
GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 53,244 290,050 SH   DFND 1,2,3 290,050 0 0
GOOGLE INC CL A COMMON STOCK 38259P508 18,991 32,275 SH   DFND 1,2,3 32,275 0 0
GRANA Y MONTERO SAA ADR COMMON STOCK 38500P208 5,340 355,500 SH   DFND 1,2,3 355,500 0 0
HALLIBURTON CO COMMON STOCK 406216101 9,135 141,601 SH   DFND 1,2,3 141,601 0 0
HDFC BANK LTD ADR COMMON STOCK 40415F101 186 4,000 SH   DFND 1,2,3 4,000 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 17,071 430,000 SH   DFND 1,2,3 430,000 0 0
HOME DEPOT INC COMMON STOCK 437076102 10,110 110,200 SH   DFND 1,2,3 110,200 0 0
HUMANA INC COMMON STOCK 444859102 208 1,600 SH   DFND 1,2,3 1,600 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 41,264 840,400 SH   DFND 1,2,3 840,400 0 0
IDEX CORP COMMON STOCK 45167R104 7,337 101,385 SH   DFND 1,2,3 101,385 0 0
INFOSYS LTD ADR COMMON STOCK 456788108 13,604 224,900 SH   DFND 1,2,3 224,900 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 7,577 38,845 SH   DFND 1,2,3 38,845 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 462846106 7,932 242,953 SH   DFND 1,2,3 242,953 0 0
ITAU UNIBANCO HOLDING SA PN ADR COMMON STOCK 465562106 15,691 1,130,472 SH   DFND 1,2,3 1,130,472 0 0
JABIL CIRCUIT INC COMMON STOCK 466313103 4,092 202,900 SH   DFND 1,2,3 202,900 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 15,591 258,807 SH   DFND 1,2,3 258,807 0 0
KINDER MORGAN INC COMMON STOCK 49456B101 157 4,100 SH   DFND 1,2,3 4,100 0 0
KLA-TENCOR CORP COMMON STOCK 482480100 378 4,800 SH   DFND 1,2,3 4,800 0 0
LEGGETT & PLATT INC COMMON STOCK 524660107 1,855 53,130 SH   DFND 1,2,3 53,130 0 0
LENNAR CORP CL A COMMON STOCK 526057104 74 1,900 SH   DFND 1,2,3 1,900 0 0
LIBERTY GLOBAL PLC CL A COMMON STOCK B8W6766 9,163 215,400 SH   DFND 1,2,3 215,400 0 0
LULULEMON ATHLETICA INC COMMON STOCK 550021109 5,856 139,400 SH   DFND 1,2,3 139,400 0 0
LYONDELLBASELL INDUSTRIES NV COMMON STOCK B3SPXZ3 1,445 13,300 SH   DFND 1,2,3 13,300 0 0
MARSH & MCLENNAN COMPANIES INC COMMON STOCK 571748102 20,177 385,500 SH   DFND 1,2,3 385,500 0 0
MELCO CROWN ENTERTAINMENT LTD ADR COMMON STOCK 585464100 38,084 1,448,600 SH   DFND 1,2,3 1,448,600 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 16,319 150,200 SH   DFND 1,2,3 150,200 0 0
MERCK & CO INC COMMON STOCK 58933Y105 9,586 161,700 SH   DFND 1,2,3 161,700 0 0
MERCURY GENERAL CORP COMMON STOCK 589400100 396 8,120 SH   DFND 1,2,3 8,120 0 0
MICROSOFT CORP COMMON STOCK 594918104 19,286 416,000 SH   DFND 1,2,3 416,000 0 0
MINDRAY MEDICAL INTL LTD CL A ADR COMMON STOCK 602675100 8,004 265,400 SH   DFND 1,2,3 265,400 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 1,847 53,900 SH   DFND 1,2,3 53,900 0 0
MONSANTO CO COMMON STOCK 61166W101 4,140 36,800 SH   DFND 1,2,3 36,800 0 0
MOSAIC COMPANY (THE) COMMON STOCK 61945C103 11,622 261,700 SH   DFND 1,2,3 261,700 0 0
NETAPP INC COMMON STOCK 64110D104 2,573 59,900 SH   DFND 1,2,3 59,900 0 0
NEW ORIENTAL EDU & TECH GRP INC ADR COMMON STOCK 647581107 8,732 376,400 SH   DFND 1,2,3 376,400 0 0
NEWELL RUBBERMAID INC COMMON STOCK 651229106 11,359 330,100 SH   DFND 1,2,3 330,100 0 0
NIELSEN NV COMMON STOCK B4NTRF5 25,756 581,000 SH   DFND 1,2,3 581,000 0 0
NIKE INC CL B COMMON STOCK 654106103 143 1,600 SH   DFND 1,2,3 1,600 0 0
NOBLE ENERGY INC COMMON STOCK 655044105 15,395 225,200 SH   DFND 1,2,3 225,200 0 0
NORFOLK SOUTHERN CORP COMMON STOCK 655844108 3,746 33,570 SH   DFND 1,2,3 33,570 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK B9CGTC3 951 26,400 SH   DFND 1,2,3 26,400 0 0
NOVARTIS AG NAMEN ADR COMMON STOCK 66987V109 110 1,165 SH   DFND 1,2,3 1,165 0 0
NUCOR CORP COMMON STOCK 670346105 788 14,525 SH   DFND 1,2,3 14,525 0 0
OI SA ON ADR COMMON STOCK 670851104 2 2,100 SH   DFND 1,2,3 2,100 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 3,317 371,000 SH   DFND 1,2,3 371,000 0 0
ORACLE CORP COMMON STOCK 68389X105 14,271 372,800 SH   DFND 1,2,3 372,800 0 0
PACWEST BANCORP COMMON STOCK 695263103 202 4,900 SH   DFND 1,2,3 4,900 0 0
PAYCHEX INC COMMON STOCK 704326107 517 11,700 SH   DFND 1,2,3 11,700 0 0
PFIZER INC COMMON STOCK 717081103 1,245 42,100 SH   DFND 1,2,3 42,100 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 12,899 154,666 SH   DFND 1,2,3 154,666 0 0
PHILIPPINE LDTEL ADR COMMON STOCK 718252604 117 1,700 SH   DFND 1,2,3 1,700 0 0
PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 599 7,000 SH   DFND 1,2,3 7,000 0 0
POLYPORE INTERNATIONAL INC COMMON STOCK 73179V103 11,564 297,200 SH   DFND 1,2,3 297,200 0 0
PRAXAIR INC COMMON STOCK 74005P104 13,751 106,600 SH   DFND 1,2,3 106,600 0 0
PROCTER & GAMBLE CO COMMON STOCK 742718109 17,912 213,900 SH   DFND 1,2,3 213,900 0 0
QUALCOMM INC COMMON STOCK 747525103 179 2,400 SH   DFND 1,2,3 2,400 0 0
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 916 15,100 SH   DFND 1,2,3 15,100 0 0
REYNOLDS AMERICAN INC COMMON STOCK 761713106 360 6,100 SH   DFND 1,2,3 6,100 0 0
ROSS STORES INC COMMON STOCK 778296103 166 2,200 SH   DFND 1,2,3 2,200 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK 2754907 18,760 278,800 SH   DFND 1,2,3 278,800 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 23,061 226,782 SH   DFND 1,2,3 226,782 0 0
SCRIPPS NETWORKS INTERACTIVE INC CL A COMMON STOCK 811065101 2,265 29,000 SH   DFND 1,2,3 29,000 0 0
SEADRILL LTD COMMON STOCK B09RMQ1 13,281 495,086 SH   DFND 1,2,3 495,086 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 19,374 521,100 SH   DFND 1,2,3 521,100 0 0
SIRIUS XM HOLDINGS INC COMMON STOCK 82968B103 834 239,100 SH   DFND 1,2,3 239,100 0 0
SK TELECOM CO LTD ADR COMMON STOCK 78440P108 33 1,100 SH   DFND 1,2,3 1,100 0 0
ST JUDE MEDICAL COMMON STOCK 790849103 162 2,700 SH   DFND 1,2,3 2,700 0 0
STARBUCKS CORP COMMON STOCK 855244109 16,821 222,913 SH   DFND 1,2,3 222,913 0 0
SUN LIFE FINANCIAL INC COMMON STOCK 866796105 193 5,300 SH   DFND 1,2,3 5,300 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 4,809 66,200 SH   DFND 1,2,3 66,200 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 1,029 51,000 SH   DFND 1,2,3 51,000 0 0
TENARIS SA ADR COMMON STOCK 88031M109 23,438 514,560 SH   DFND 1,2,3 514,560 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 806 16,900 SH   DFND 1,2,3 16,900 0 0
TIFFANY & CO COMMON STOCK 886547108 674 7,000 SH   DFND 1,2,3 7,000 0 0
TIM PARTICIPACOES SA ON ADR COMMON STOCK 88706P205 812 31,000 SH   DFND 1,2,3 31,000 0 0
TOWERS WATSON & CO CL A COMMON STOCK 891894107 3,682 37,000 SH   DFND 1,2,3 37,000 0 0
UBS AG NAMEN COMMON STOCK B18YFJ4 11,114 637,388 SH   DFND 1,2,3 637,388 0 0
UMPQUA HOLDINGS CORP COMMON STOCK 904214103 1,296 78,700 SH   DFND 1,2,3 78,700 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 3,337 31,600 SH   DFND 1,2,3 31,600 0 0
VALE SA ON ADR COMMON STOCK 91912E105 34,085 3,095,800 SH   DFND 1,2,3 3,095,800 0 0
VALE SA PNA ADR COMMON STOCK 91912E204 7,414 763,500 SH   DFND 1,2,3 763,500 0 0
VERISIGN INC COMMON STOCK 92343E102 24,195 438,950 SH   DFND 1,2,3 438,950 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 1,616 32,305 SH   DFND 1,2,3 32,305 0 0
VISA INC CL A COMMON STOCK 92826C839 20,211 94,725 SH   DFND 1,2,3 94,725 0 0
WASTE CONNECTIONS INC COMMON STOCK 941053100 291 6,000 SH   DFND 1,2,3 6,000 0 0
WELLS FARGO & CO COMMON STOCK 949746101 20,022 386,000 SH   DFND 1,2,3 386,000 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 10,603 72,800 SH   DFND 1,2,3 72,800 0 0
XILINX INC COMMON STOCK 983919101 445 10,500 SH   DFND 1,2,3 10,500 0 0
YANDEX NV A COMMON STOCK B5BSZB3 42,574 1,531,711 SH   DFND 1,2,3 1,531,711 0 0
YPF SOCIEDAD ANONIMA D ADR COMMON STOCK 984245100 25,290 683,700 SH   DFND 1,2,3 683,700 0 0