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 705 10,500 SH   DFND 1,2 10,500 0 0
ACCENTURE PLC CL A COMMON STOCK B4BNMY3 7,800 80,600 SH   DFND 1,2 80,600 0 0
ACE LTD COMMON STOCK B3BQMF6 2,816 27,690 SH   DFND 1,2 27,690 0 0
AES CORP (THE) COMMON STOCK 00130H105 52,792 3,981,300 SH   DFND 1,2 3,981,300 0 0
AFLAC INC COMMON STOCK 001055102 37 600 SH   DFND 1,2 600 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 8,391 75,500 SH   DFND 1,2 75,500 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 2,764 33,600 SH   DFND 1,2 33,600 0 0
ALLEGHENY TECHNOLOGIES INC COMMON STOCK 01741R102 2,075 68,695 SH   DFND 1,2 68,695 0 0
ALTRIA GROUP INC COMMON STOCK 02209S103 1,145 23,420 SH   DFND 1,2 23,420 0 0
AMAZON.COM INC COMMON STOCK 023135106 6,359 14,650 SH   DFND 1,2 14,650 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 69,818 3,276,300 SH   DFND 1,2 3,276,300 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 16,755 179,600 SH   DFND 1,2 179,600 0 0
AMERISOURCEBERGEN CORP COMMON STOCK 03073E105 207 1,950 SH   DFND 1,2 1,950 0 0
ANADARKO PETROLEUM CORP COMMON STOCK 032511107 1,319 16,900 SH   DFND 1,2 16,900 0 0
AON PLC CL A COMMON STOCK B5BT0K0 3,678 36,900 SH   DFND 1,2 36,900 0 0
APPLE INC COMMON STOCK 037833100 16,663 132,853 SH   DFND 1,2 132,853 0 0
ARCOS DORADOS HOLDINGS INC CL A COMMON STOCK B529PQ0 14,776 2,809,100 SH   DFND 1,2 2,809,100 0 0
ARTHUR J GALLAGHER & CO COMMON STOCK 363576109 1,977 41,800 SH   DFND 1,2 41,800 0 0
ASML HOLDING NV (USD) COMMON STOCK B908F01 3,342 32,099 SH   DFND 1,2 32,099 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 733 11,500 SH   DFND 1,2 11,500 0 0
AT&T INC COMMON STOCK 00206R102 288 8,100 SH   DFND 1,2 8,100 0 0
AVAGO TECHNOLOGIES LTD COMMON STOCK B3WS2X9 16,284 122,500 SH   DFND 1,2 122,500 0 0
BANCO BRADESCO SA PN ADR COMMON STOCK 059460303 7,252 791,700 SH   DFND 1,2 791,700 0 0
BB&T CORPORATION COMMON STOCK 054937107 500 12,400 SH   DFND 1,2 12,400 0 0
BOEING CO COMMON STOCK 097023105 6,742 48,600 SH   DFND 1,2 48,600 0 0
BRF SA ON ADR COMMON STOCK 10552T107 1,717 82,100 SH   DFND 1,2 82,100 0 0
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 11,545 173,500 SH   DFND 1,2 173,500 0 0
BROADCOM CORP CL A COMMON STOCK 111320107 2,549 49,500 SH   DFND 1,2 49,500 0 0
CANADIAN NATIONAL RAILWAY CO (USD) COMMON STOCK 136375102 1,560 27,020 SH   DFND 1,2 27,020 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 30 1,100 SH   DFND 1,2 1,100 0 0
CATERPILLAR INC COMMON STOCK 149123101 204 2,400 SH   DFND 1,2 2,400 0 0
CELANESE CORPORATION SERIES A COMMON STOCK 150870103 72 1,000 SH   DFND 1,2 1,000 0 0
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS + 1 B SHR) COMMON STOCK 151290889 61,655 6,730,909 SH   DFND 1,2 6,730,909 0 0
CENOVUS ENERGY INC COMMON STOCK 15135U109 8,172 510,860 SH   DFND 1,2 510,860 0 0
CENTURYLINK INC COMMON STOCK 156700106 717 24,400 SH   DFND 1,2 24,400 0 0
CERNER CORPORATION COMMON STOCK 156782104 6,478 93,800 SH   DFND 1,2 93,800 0 0
CHEVRON CORP COMMON STOCK 166764100 12,600 130,607 SH   DFND 1,2 130,607 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 18,995 204,115 SH   DFND 1,2 204,115 0 0
CMS ENERGY CORP COMMON STOCK 125896100 178 5,600 SH   DFND 1,2 5,600 0 0
COACH INC COMMON STOCK 189754104 35 1,000 SH   DFND 1,2 1,000 0 0
COBALT INTERNATIONAL ENERGY INC COMMON STOCK 19075F106 37,749 3,887,607 SH   DFND 1,2 3,887,607 0 0
COCA-COLA CO COMMON STOCK 191216100 812 20,700 SH   DFND 1,2 20,700 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A COMMON STOCK 192446102 5,394 88,300 SH   DFND 1,2 88,300 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 7,803 129,750 SH   DFND 1,2 129,750 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104 13,545 220,565 SH   DFND 1,2 220,565 0 0
CORE LABORATORIES COMMON STOCK 2182531 14,654 128,500 SH   DFND 1,2 128,500 0 0
CRESCENT POINT ENERGY CORP COMMON STOCK 22576C101 1,051 51,200 SH   DFND 1,2 51,200 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 940 11,700 SH   DFND 1,2 11,700 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 5,338 73,500 SH   DFND 1,2 73,500 0 0
DANAHER CORP COMMON STOCK 235851102 13,652 159,500 SH   DFND 1,2 159,500 0 0
DARDEN RESTAURANTS INC COMMON STOCK 237194105 50 700 SH   DFND 1,2 700 0 0
DAVITA HEALTHCARE PARTNERS INC COMMON STOCK 23918K108 2,883 36,280 SH   DFND 1,2 36,280 0 0
DELPHI AUTOMOTIVE PLC COMMON STOCK B783TY6 11,717 137,700 SH   DFND 1,2 137,700 0 0
DISCOVER FINANCIAL SERVICES COMMON STOCK 254709108 133 2,300 SH   DFND 1,2 2,300 0 0
DOW CHEMICAL CO COMMON STOCK 260543103 348 6,800 SH   DFND 1,2 6,800 0 0
DREAMWORKS ANIMATION SKG INC CL A COMMON STOCK 26153C103 2,113 80,094 SH   DFND 1,2 80,094 0 0
DUKE ENERGY CORP COMMON STOCK 26441C204 233 3,300 SH   DFND 1,2 3,300 0 0
EATON CORP PLC COMMON STOCK B8KQN82 18,763 278,008 SH   DFND 1,2 278,008 0 0
ELI LILLY & CO COMMON STOCK 532457108 13,723 164,371 SH   DFND 1,2 164,371 0 0
EMERSON ELECTRIC CO COMMON STOCK 291011104 119 2,140 SH   DFND 1,2 2,140 0 0
ENBRIDGE INC COMMON STOCK 29250N105 12,510 267,400 SH   DFND 1,2 267,400 0 0
ENERSIS SA ADR COMMON STOCK 29274F104 26,471 1,672,185 SH   DFND 1,2 1,672,185 0 0
ENSCO PLC CL A COMMON STOCK B4VLR19 16,052 720,800 SH   DFND 1,2 720,800 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 44 500 SH   DFND 1,2 500 0 0
EVERSOURCE ENERGY COMMON STOCK 30040W108 95 2,100 SH   DFND 1,2 2,100 0 0
EXPRESS SCRIPTS HOLDING CO COMMON STOCK 30219G108 3,807 42,800 SH   DFND 1,2 42,800 0 0
EXXON MOBIL CORP COMMON STOCK 30231G102 499 6,000 SH   DFND 1,2 6,000 0 0
FREEPORT-MCMORAN INC COMMON STOCK 35671D857 1,744 93,674 SH   DFND 1,2 93,674 0 0
GANNETT CO INC COMMON STOCK 36473H104 69 4,900 SH   DFND 1,2 4,900 0 0
GENER8 MARITIME INC 4(2) (SEE COMMENTS) COMMON STOCK BXNSSC9 3 210 SH   DFND 1,2 210 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 311 11,700 SH   DFND 1,2 11,700 0 0
GENPACT LTD COMMON STOCK B23DBK6 49 2,300 SH   DFND 1,2 2,300 0 0
GERDAU SA PN ADR COMMON STOCK 373737105 1,859 771,400 SH   DFND 1,2 771,400 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 30,401 259,657 SH   DFND 1,2 259,657 0 0
GOLAR LNG LTD (USD) COMMON STOCK 2367963 4,526 96,700 SH   DFND 1,2 96,700 0 0
GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 43,721 209,400 SH   DFND 1,2 209,400 0 0
GOOGLE INC CL A COMMON STOCK 38259P508 4,653 8,616 SH   DFND 1,2 8,616 0 0
GRANA Y MONTERO SAA ADR COMMON STOCK 38500P208 1,829 260,500 SH   DFND 1,2 260,500 0 0
HALLIBURTON CO COMMON STOCK 406216101 3,252 75,500 SH   DFND 1,2 75,500 0 0
HELMERICH & PAYNE COMMON STOCK 423452101 183 2,600 SH   DFND 1,2 2,600 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 19,299 388,000 SH   DFND 1,2 388,000 0 0
HOME DEPOT INC COMMON STOCK 437076102 4,534 40,800 SH   DFND 1,2 40,800 0 0
HUMANA INC COMMON STOCK 444859102 96 500 SH   DFND 1,2 500 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 23,261 2,232,300 SH   DFND 1,2 2,232,300 0 0
IDEX CORP COMMON STOCK 45167R104 5,528 70,344 SH   DFND 1,2 70,344 0 0
INCYTE CORP COMMON STOCK 45337C102 30,700 294,597 SH   DFND 1,2 294,597 0 0
INFOSYS LTD ADR COMMON STOCK 456788108 6 400 SH   DFND 1,2 400 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 6,472 28,945 SH   DFND 1,2 28,945 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 795 25,636 SH   DFND 1,2 25,636 0 0
ITAU UNIBANCO HOLDING SA PN ADR COMMON STOCK 465562106 8,523 778,372 SH   DFND 1,2 778,372 0 0
JABIL CIRCUIT INC COMMON STOCK 466313103 2,425 113,900 SH   DFND 1,2 113,900 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 866 25,400 SH   DFND 1,2 25,400 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 9,047 133,519 SH   DFND 1,2 133,519 0 0
KINDER MORGAN INC COMMON STOCK 49456B101 864 22,500 SH   DFND 1,2 22,500 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 673 12,800 SH   DFND 1,2 12,800 0 0
LENNAR CORP CL A COMMON STOCK 526057104 41 800 SH   DFND 1,2 800 0 0
LIBERTY GLOBAL PLC CL A COMMON STOCK B8W6766 8,744 161,709 SH   DFND 1,2 161,709 0 0
LIBERTY GLOBAL PLC CL C COMMON STOCK B8W67B1 376 7,423 SH   DFND 1,2 7,423 0 0
LULULEMON ATHLETICA INC COMMON STOCK 550021109 5,152 78,900 SH   DFND 1,2 78,900 0 0
LYONDELLBASELL INDUSTRIES NV COMMON STOCK B3SPXZ3 1,315 12,700 SH   DFND 1,2 12,700 0 0
MARSH & MCLENNAN COMPANIES INC COMMON STOCK 571748102 13,591 239,700 SH   DFND 1,2 239,700 0 0
MEDTRONIC PLC COMMON STOCK BTN1Y11 3,453 46,600 SH   DFND 1,2 46,600 0 0
MELCO CROWN ENTERTAINMENT LTD ADR COMMON STOCK 585464100 27,786 1,415,500 SH   DFND 1,2 1,415,500 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 13,674 96,500 SH   DFND 1,2 96,500 0 0
MERCK & CO INC COMMON STOCK 58933Y105 2,562 45,000 SH   DFND 1,2 45,000 0 0
MERCURY GENERAL CORP COMMON STOCK 589400100 552 9,920 SH   DFND 1,2 9,920 0 0
MICROSOFT CORP COMMON STOCK 594918104 27,963 633,360 SH   DFND 1,2 633,360 0 0
MOBILE TELESYSTEMS OJSC ADR COMMON STOCK 607409109 6,457 660,200 SH   DFND 1,2 660,200 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 1,884 45,800 SH   DFND 1,2 45,800 0 0
MONSANTO CO COMMON STOCK 61166W101 9,977 93,600 SH   DFND 1,2 93,600 0 0
MOODYS CORP COMMON STOCK 615369105 2,780 25,750 SH   DFND 1,2 25,750 0 0
MOSAIC COMPANY (THE) COMMON STOCK 61945C103 2,343 50,000 SH   DFND 1,2 50,000 0 0
NETAPP INC COMMON STOCK 64110D104 2,358 74,700 SH   DFND 1,2 74,700 0 0
NEW ORIENTAL EDU & TECH GRP INC ADR COMMON STOCK 647581107 2,160 88,100 SH   DFND 1,2 88,100 0 0
NEWELL RUBBERMAID INC COMMON STOCK 651229106 16,136 392,500 SH   DFND 1,2 392,500 0 0
NIELSEN NV COMMON STOCK B4NTRF5 16,126 360,200 SH   DFND 1,2 360,200 0 0
NOBLE ENERGY INC COMMON STOCK 655044105 7,931 185,830 SH   DFND 1,2 185,830 0 0
NORFOLK SOUTHERN CORP COMMON STOCK 655844108 318 3,640 SH   DFND 1,2 3,640 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK B9CGTC3 622 11,100 SH   DFND 1,2 11,100 0 0
NOVARTIS AG NAMEN ADR COMMON STOCK 66987V109 115 1,165 SH   DFND 1,2 1,165 0 0
NUCOR CORP COMMON STOCK 670346105 248 5,625 SH   DFND 1,2 5,625 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 8,082 691,400 SH   DFND 1,2 691,400 0 0
ORACLE CORP COMMON STOCK 68389X105 3,982 98,800 SH   DFND 1,2 98,800 0 0
PACWEST BANCORP COMMON STOCK 695263103 341 7,300 SH   DFND 1,2 7,300 0 0
PANERA BREAD CO CL A COMMON STOCK 69840W108 35 200 SH   DFND 1,2 200 0 0
PAYCHEX INC COMMON STOCK 704326107 863 18,400 SH   DFND 1,2 18,400 0 0
PFIZER INC COMMON STOCK 717081103 1,656 49,400 SH   DFND 1,2 49,400 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 15,920 198,576 SH   DFND 1,2 198,576 0 0
PHILIPPINE LDTEL ADR COMMON STOCK 718252604 181 2,900 SH   DFND 1,2 2,900 0 0
PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 507 5,300 SH   DFND 1,2 5,300 0 0
POLYPORE INTERNATIONAL INC COMMON STOCK 73179V103 7,271 121,420 SH   DFND 1,2 121,420 0 0
POTASH CORP OF SASKATCHEWAN INC COMMON STOCK 73755L107 706 22,800 SH   DFND 1,2 22,800 0 0
PRAXAIR INC COMMON STOCK 74005P104 8,679 72,600 SH   DFND 1,2 72,600 0 0
PRECISION CASTPARTS COMMON STOCK 740189105 1,679 8,400 SH   DFND 1,2 8,400 0 0
PRICELINE GROUP INC (THE) COMMON STOCK 741503403 5,483 4,762 SH   DFND 1,2 4,762 0 0
PROCTER & GAMBLE CO COMMON STOCK 742718109 2,734 34,942 SH   DFND 1,2 34,942 0 0
PUMA BIOTECHNOLOGY INC COMMON STOCK 74587V107 7,519 64,405 SH   DFND 1,2 64,405 0 0
QUALCOMM INC COMMON STOCK 747525103 16 250 SH   DFND 1,2 250 0 0
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 203 2,800 SH   DFND 1,2 2,800 0 0
RECEPTOS INC COMMON STOCK 756207106 17,694 93,100 SH   DFND 1,2 93,100 0 0
REYNOLDS AMERICAN INC COMMON STOCK 761713106 455 6,100 SH   DFND 1,2 6,100 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK 2754907 10,906 138,600 SH   DFND 1,2 138,600 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 13,530 156,982 SH   DFND 1,2 156,982 0 0
SEADRILL LTD COMMON STOCK B09RMQ1 5,256 506,039 SH   DFND 1,2 506,039 0 0
SEADRILL LTD (USD) COMMON STOCK B0HWHV8 1,963 189,828 SH   DFND 1,2 189,828 0 0
SEMPRA ENERGY COMMON STOCK 816851109 3,235 32,700 SH   DFND 1,2 32,700 0 0
SENSATA TECHNOLOGIES HOLDING NV COMMON STOCK B62S207 1,371 26,000 SH   DFND 1,2 26,000 0 0
SIRIUS XM HOLDINGS INC COMMON STOCK 82968B103 117 31,400 SH   DFND 1,2 31,400 0 0
SK TELECOM CO LTD ADR COMMON STOCK 78440P108 27 1,100 SH   DFND 1,2 1,100 0 0
ST JUDE MEDICAL COMMON STOCK 790849103 13,171 180,255 SH   DFND 1,2 180,255 0 0
STARBUCKS CORP COMMON STOCK 855244109 17,088 318,726 SH   DFND 1,2 318,726 0 0
SUN LIFE FINANCIAL INC COMMON STOCK 866796105 177 5,300 SH   DFND 1,2 5,300 0 0
SYNCHRONY FINANCIAL COMMON STOCK 87165B103 5,447 165,400 SH   DFND 1,2 165,400 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 5,650 49,000 SH   DFND 1,2 49,000 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 12,359 544,200 SH   DFND 1,2 544,200 0 0
TEGNA INC COMMON STOCK 87901J105 314 9,800 SH   DFND 1,2 9,800 0 0
TENARIS SA ADR COMMON STOCK 88031M109 13,139 486,260 SH   DFND 1,2 486,260 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 814 15,800 SH   DFND 1,2 15,800 0 0
TIFFANY & CO COMMON STOCK 886547108 147 1,600 SH   DFND 1,2 1,600 0 0
TIM PARTICIPACOES SA ON ADR COMMON STOCK 88706P205 507 31,000 SH   DFND 1,2 31,000 0 0
TOWERS WATSON & CO CL A COMMON STOCK 891894107 3,434 27,300 SH   DFND 1,2 27,300 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 45 200 SH   DFND 1,2 200 0 0
UBS GROUP AG COMMON STOCK BRJL176 9,940 468,451 SH   DFND 1,2 468,451 0 0
UMPQUA HOLDINGS CORP COMMON STOCK 904214103 1,623 90,200 SH   DFND 1,2 90,200 0 0
UNION PACIFIC CORP COMMON STOCK 907818108 1,573 16,495 SH   DFND 1,2 16,495 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 2,485 22,400 SH   DFND 1,2 22,400 0 0
VALE SA ON ADR COMMON STOCK 91912E105 12,857 2,182,850 SH   DFND 1,2 2,182,850 0 0
VALE SA PNA ADR COMMON STOCK 91912E204 24,811 4,913,060 SH   DFND 1,2 4,913,060 0 0
VERISIGN INC COMMON STOCK 92343E102 3,831 62,075 SH   DFND 1,2 62,075 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2,791 59,875 SH   DFND 1,2 59,875 0 0
VISA INC CL A COMMON STOCK 92826C839 19,252 286,700 SH   DFND 1,2 286,700 0 0
WASTE CONNECTIONS INC COMMON STOCK 941053100 99 2,100 SH   DFND 1,2 2,100 0 0
WELLS FARGO & CO COMMON STOCK 949746101 20,944 372,400 SH   DFND 1,2 372,400 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 10,487 60,600 SH   DFND 1,2 60,600 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 4,473 45,330 SH   DFND 1,2 45,330 0 0
XILINX INC COMMON STOCK 983919101 7,631 172,800 SH   DFND 1,2 172,800 0 0
XOOM CORP COMMON STOCK 98419Q101 8,395 398,700 SH   DFND 1,2 398,700 0 0
YANDEX NV A COMMON STOCK B5BSZB3 5,726 376,211 SH   DFND 1,2 376,211 0 0
YANDEX NV CV SR UNSEC 1.125% 12-15-18 CORP CONV BOND 98474TAB3 8,772 10,112,000 PRN   DFND 1,2 10,112,000 0 0
YPF SOCIEDAD ANONIMA D ADR COMMON STOCK 984245100 36,616 1,334,900 SH   DFND 1,2 1,334,900 0 0
YUM! BRANDS INC COMMON STOCK 988498101 1,504 16,700 SH   DFND 1,2 16,700 0 0