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
ACCENTURE PLC CL A COMMON STOCK G1151C101 2,251 16,663 SH   DFND 1,2 16,663 0 0
AES CORP (THE) COMMON STOCK 00130H105 25,188 2,285,700 SH   DFND 1,2 2,285,700 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 8,731 130,800 SH   DFND 1,2 130,800 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 55,867 323,470 SH   DFND 1,2 323,470 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 8,438 8,666 SH   DFND 1,2 8,666 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 14,485 15,103 SH   DFND 1,2 15,103 0 0
AMAZON.COM INC COMMON STOCK 023135106 10,570 10,995 SH   DFND 1,2 10,995 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 63,579 3,581,900 SH   DFND 1,2 3,581,900 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 7,393 54,090 SH   DFND 1,2 54,090 0 0
AMERICAN TOWER CORP CV PFD SER B DEP SHS (REP 1/10 5.5 PERCENT SER B) 02-15-18 ( CONV PREFRD STCK 03027X407 5,017 41,100 SH   DFND 1,2 41,100 0 0
ANADARKO PETROLEUM CORP COMMON STOCK 032511107 1,671 34,200 SH   DFND 1,2 34,200 0 0
AON PLC CL A COMMON STOCK G0408V102 4,631 31,700 SH   DFND 1,2 31,700 0 0
APPLE INC COMMON STOCK 037833100 7,658 49,690 SH   DFND 1,2 49,690 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 4,950 28,913 SH   DFND 1,2 28,913 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 3,613 106,650 SH   DFND 1,2 106,650 0 0
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 4,391 82,825 SH   DFND 1,2 82,825 0 0
BARRICK GOLD CORP (USD) COMMON STOCK 067901108 16,413 1,020,100 SH   DFND 1,2 1,020,100 0 0
BROADCOM LTD COMMON STOCK Y09827109 9,011 37,154 SH   DFND 1,2 37,154 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 1,935 57,900 SH   DFND 1,2 57,900 0 0
CATERPILLAR INC COMMON STOCK 149123101 150 1,200 SH   DFND 1,2 1,200 0 0
CBS CORP CL B N/V COMMON STOCK 124857202 6,519 112,400 SH   DFND 1,2 112,400 0 0
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS PLUS 1 B SHR) COMMON STOCK 151290889 16,415 1,807,842 SH   DFND 1,2 1,807,842 0 0
CERNER CORPORATION COMMON STOCK 156782104 7,567 106,100 SH   DFND 1,2 106,100 0 0
CH ROBINSON WORLDWIDE INC COMMON STOCK 12541W209 6,096 80,100 SH   DFND 1,2 80,100 0 0
CHEVRON CORP COMMON STOCK 166764100 10,963 93,304 SH   DFND 1,2 93,304 0 0
CHUBB LTD COMMON STOCK H1467J104 3,142 22,040 SH   DFND 1,2 22,040 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 26,782 197,390 SH   DFND 1,2 197,390 0 0
COBALT INTERNATIONAL ENERGY INC COMMON STOCK 19075F304 255 178,332 SH   DFND 1,2 178,332 0 0
COBALT INTL ENERGY INC CV SR UNSEC 2.625 PERCENT 12-01-19 CORP CONV BOND 19075FAA4 1,720 6,745,000 PRN   DFND 1,2 6,745,000 0 0
COBALT INTL ENERGY INC CV SR UNSEC 3.125 PERCENT 05-15-24 CORP CONV BOND 19075FAB2 5,601 28,722,000 PRN   DFND 1,2 28,722,000 0 0
COCA-COLA CO COMMON STOCK 191216100 7,730 171,750 SH   DFND 1,2 171,750 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 6,630 172,300 SH   DFND 1,2 172,300 0 0
CORE LABORATORIES COMMON STOCK N22717107 7,220 73,150 SH   DFND 1,2 73,150 0 0
CREDICORP LTD COMMON STOCK G2519Y108 13,982 68,200 SH   DFND 1,2 68,200 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 5,029 50,300 SH   DFND 1,2 50,300 0 0
CROWN CASTLE INTL CORP CV PFD SER A 6.875 PERCENT 08-01-20 (REIT) CONV PREFRD STCK 22822V309 748 700 SH   DFND 1,2 700 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 21,544 408,500 SH   DFND 1,2 408,500 0 0
DANAHER CORP COMMON STOCK 235851102 13,249 154,450 SH   DFND 1,2 154,450 0 0
DEERE AND CO COMMON STOCK 244199105 11,881 94,600 SH   DFND 1,2 94,600 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 1,408 11,900 SH   DFND 1,2 11,900 0 0
DOWDUPONT INC COMMON STOCK 26078J100 408 5,900 SH   DFND 1,2 5,900 0 0
EATON CORP PLC COMMON STOCK G29183103 10,141 132,066 SH   DFND 1,2 132,066 0 0
ELI LILLY AND CO COMMON STOCK 532457108 3,376 39,470 SH   DFND 1,2 39,470 0 0
ENBRIDGE INC COMMON STOCK 29250N105 23,320 559,570 SH   DFND 1,2 559,570 0 0
ENEL AMERICAS SA ADR COMMON STOCK 29274F104 16,875 1,651,164 SH   DFND 1,2 1,651,164 0 0
ENSCO PLC CL A COMMON STOCK G3157S106 35,376 5,925,550 SH   DFND 1,2 5,925,550 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 2,626 27,150 SH   DFND 1,2 27,150 0 0
EQUIFAX INC COMMON STOCK 294429105 2,936 27,700 SH   DFND 1,2 27,700 0 0
EXXON MOBIL CORP COMMON STOCK 30231G102 5,952 72,600 SH   DFND 1,2 72,600 0 0
GANNETT CO INC COMMON STOCK 36473H104 724 80,400 SH   DFND 1,2 80,400 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 3,391 41,850 SH   DFND 1,2 41,850 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 12,023 126,515 SH   DFND 1,2 126,515 0 0
GODADDY INC CL A COMMON STOCK 380237107 1,197 27,500 SH   DFND 1,2 27,500 0 0
GOLAR LNG LTD (USD) COMMON STOCK G9456A100 5,616 248,400 SH   DFND 1,2 248,400 0 0
GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 4,336 18,280 SH   DFND 1,2 18,280 0 0
HALLIBURTON CO COMMON STOCK 406216101 2,567 55,762 SH   DFND 1,2 55,762 0 0
HELMERICH AND PAYNE COMMON STOCK 423452101 834 16,000 SH   DFND 1,2 16,000 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 10,485 182,600 SH   DFND 1,2 182,600 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 3,608 51,944 SH   DFND 1,2 51,944 0 0
HP INC COMMON STOCK 40434L105 878 44,000 SH   DFND 1,2 44,000 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 9,984 1,166,310 SH   DFND 1,2 1,166,310 0 0
IDEX CORP COMMON STOCK 45167R104 1,902 15,662 SH   DFND 1,2 15,662 0 0
INCYTE CORP COMMON STOCK 45337C102 23,690 202,931 SH   DFND 1,2 202,931 0 0
INTEL CORP COMMON STOCK 458140100 636 16,700 SH   DFND 1,2 16,700 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 8,127 118,300 SH   DFND 1,2 118,300 0 0
INTERNATIONAL BUSINESS MACHINES CORP COMMON STOCK 459200101 248 1,710 SH   DFND 1,2 1,710 0 0
INVESCO LTD COMMON STOCK G491BT108 634 18,100 SH   DFND 1,2 18,100 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 555 14,271 SH   DFND 1,2 14,271 0 0
ITAU UNIBANCO HOLDING SA PN ADR COMMON STOCK 465562106 1,757 128,260 SH   DFND 1,2 128,260 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 3,180 83,250 SH   DFND 1,2 83,250 0 0
JOHNSON AND JOHNSON COMMON STOCK 478160104 5,480 42,150 SH   DFND 1,2 42,150 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 13,224 138,457 SH   DFND 1,2 138,457 0 0
JUNO THERAPEUTICS INC COMMON STOCK 48205A109 7,756 172,900 SH   DFND 1,2 172,900 0 0
KT CORP ADR COMMON STOCK 48268K101 810 58,398 SH   DFND 1,2 58,398 0 0
LAMAR ADVERTISING CO CL A (REIT) COMMON STOCK 512816109 370 5,400 SH   DFND 1,2 5,400 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 6,066 94,550 SH   DFND 1,2 94,550 0 0
LIBERTY GLOBAL PLC CL A COMMON STOCK G5480U104 241 7,109 SH   DFND 1,2 7,109 0 0
LIBERTY GLOBAL PLC CL C (NON-VOTING) COMMON STOCK G5480U120 243 7,423 SH   DFND 1,2 7,423 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 5,976 71,300 SH   DFND 1,2 71,300 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 3,399 43,700 SH   DFND 1,2 43,700 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 32,793 126,650 SH   DFND 1,2 126,650 0 0
MICROSOFT CORP COMMON STOCK 594918104 30,575 410,460 SH   DFND 1,2 410,460 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 3,761 92,500 SH   DFND 1,2 92,500 0 0
MONSANTO CO COMMON STOCK 61166W101 6,063 50,600 SH   DFND 1,2 50,600 0 0
MOODYS CORP COMMON STOCK 615369105 5,367 38,550 SH   DFND 1,2 38,550 0 0
NETEASE INC ADR COMMON STOCK 64110W102 2,480 9,400 SH   DFND 1,2 9,400 0 0
NEW ORIENTAL EDU AND TECH GRP INC ADR COMMON STOCK 647581107 10,503 119,000 SH   DFND 1,2 119,000 0 0
NEWELL BRANDS INC COMMON STOCK 651229106 3,453 80,915 SH   DFND 1,2 80,915 0 0
NIELSEN HOLDINGS PLC COMMON STOCK G6518L108 4,642 112,000 SH   DFND 1,2 112,000 0 0
NII HOLDINGS INC COMMON STOCK 62913F508 209 454,029 SH   DFND 1,2 454,029 0 0
NIKE INC CL B COMMON STOCK 654106103 4,184 80,700 SH   DFND 1,2 80,700 0 0
NOBLE ENERGY INC COMMON STOCK 655044105 1,706 60,161 SH   DFND 1,2 60,161 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 2,902 53,700 SH   DFND 1,2 53,700 0 0
NUCOR CORP COMMON STOCK 670346105 409 7,300 SH   DFND 1,2 7,300 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 7,111 110,750 SH   DFND 1,2 110,750 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 9,374 507,510 SH   DFND 1,2 507,510 0 0
PEPSICO INC COMMON STOCK 713448108 1,783 16,000 SH   DFND 1,2 16,000 0 0
PETROLEO BRASILEIRO ON ADR (PETROBRAS) COMMON STOCK 71654V408 43,711 4,353,684 SH   DFND 1,2 4,353,684 0 0
PETROLEO BRASILEIRO PN ADR (PETROBRAS) COMMON STOCK 71654V101 25,824 2,673,300 SH   DFND 1,2 2,673,300 0 0
PFIZER INC COMMON STOCK 717081103 1,096 30,700 SH   DFND 1,2 30,700 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 19,162 172,616 SH   DFND 1,2 172,616 0 0
POTASH CORP OF SASKATCHEWAN INC COMMON STOCK 73755L107 12,934 673,400 SH   DFND 1,2 673,400 0 0
PRAXAIR INC COMMON STOCK 74005P104 1,970 14,100 SH   DFND 1,2 14,100 0 0
PRICELINE GROUP INC (THE) COMMON STOCK 741503403 14,872 8,123 SH   DFND 1,2 8,123 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 1,374 15,100 SH   DFND 1,2 15,100 0 0
QUALCOMM INC COMMON STOCK 747525103 3,841 74,100 SH   DFND 1,2 74,100 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 12,423 104,800 SH   DFND 1,2 104,800 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 2,533 40,500 SH   DFND 1,2 40,500 0 0
RYANAIR HOLDINGS PLC ADR COMMON STOCK 783513203 10,692 101,420 SH   DFND 1,2 101,420 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 13,230 189,650 SH   DFND 1,2 189,650 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 7,879 144,800 SH   DFND 1,2 144,800 0 0
SEMPRA ENERGY COMMON STOCK 816851109 4,905 42,975 SH   DFND 1,2 42,975 0 0
STARBUCKS CORP COMMON STOCK 855244109 8,505 158,351 SH   DFND 1,2 158,351 0 0
STATE STREET CORP COMMON STOCK 857477103 3,111 32,560 SH   DFND 1,2 32,560 0 0
SUNCOR ENERGY INC COMMON STOCK 867224107 573 16,400 SH   DFND 1,2 16,400 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 23,112 615,500 SH   DFND 1,2 615,500 0 0
TENARIS SA ADR COMMON STOCK 88031M109 13,201 466,300 SH   DFND 1,2 466,300 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 3,380 37,710 SH   DFND 1,2 37,710 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 7,682 30,050 SH   DFND 1,2 30,050 0 0
TRIMBLE INC COMMON STOCK 896239100 10,189 259,600 SH   DFND 1,2 259,600 0 0
UBS GROUP AG COMMON STOCK H42097107 6,105 356,943 SH   DFND 1,2 356,943 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 6,834 128,320 SH   DFND 1,2 128,320 0 0
VALE SA ON ADR COMMON STOCK 91912E105 34,774 3,453,268 SH   DFND 1,2 3,453,268 0 0
VERISIGN INC COMMON STOCK 92343E102 1,064 10,000 SH   DFND 1,2 10,000 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 391 7,900 SH   DFND 1,2 7,900 0 0
VISA INC CL A COMMON STOCK 92826C839 23,121 219,700 SH   DFND 1,2 219,700 0 0
WALT DISNEY COMPANY (THE) COMMON STOCK 254687106 5,244 53,200 SH   DFND 1,2 53,200 0 0
WEATHERFORD INTERNATIONAL PLC COMMON STOCK G48833100 769 167,900 SH   DFND 1,2 167,900 0 0
WEATHERFORD INTERNATIONAL PLC CV SR UNSEC 5.875 PERCENT 07-01-21 CORP CONV BOND 947075AH0 26,284 24,017,000 PRN   DFND 1,2 24,017,000 0 0
WELLS FARGO AND CO COMMON STOCK 949746101 5,647 102,387 SH   DFND 1,2 102,387 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 1,531 8,300 SH   DFND 1,2 8,300 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 7,520 50,500 SH   DFND 1,2 50,500 0 0
XILINX INC COMMON STOCK 983919101 673 9,500 SH   DFND 1,2 9,500 0 0
YANDEX NV A COMMON STOCK N97284108 28,920 877,691 SH   DFND 1,2 877,691 0 0
YUM CHINA HOLDINGS INC COMMON STOCK 98850P109 7,738 193,600 SH   DFND 1,2 193,600 0 0
YUM! BRANDS INC COMMON STOCK 988498101 1,531 20,800 SH   DFND 1,2 20,800 0 0