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 3,370 34,850 SH   DFND 1,2 34,850 0 0
ACCENTURE PLC CL A COMMON STOCK G1151C101 2,184 14,263 SH   DFND 1,2 14,263 0 0
AES CORP (THE) COMMON STOCK 00130H105 27,026 2,495,500 SH   DFND 1,2 2,495,500 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 1,864 32,600 SH   DFND 1,2 32,600 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 32,762 190,000 SH   DFND 1,2 190,000 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 5,520 5,240 SH   DFND 1,2 5,240 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 13,502 12,903 SH   DFND 1,2 12,903 0 0
AMAZON.COM INC COMMON STOCK 023135106 6,789 5,805 SH   DFND 1,2 5,805 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 68,561 3,997,700 SH   DFND 1,2 3,997,700 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 3,356 23,524 SH   DFND 1,2 23,524 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 5,646 44,900 SH   DFND 1,2 44,900 0 0
ANADARKO PETROLEUM CORP COMMON STOCK 032511107 2,773 51,700 SH   DFND 1,2 51,700 0 0
AON PLC CL A COMMON STOCK G0408V102 3,832 28,600 SH   DFND 1,2 28,600 0 0
APPLE INC COMMON STOCK 037833100 8,652 51,125 SH   DFND 1,2 51,125 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 3,281 18,873 SH   DFND 1,2 18,873 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 4,603 132,650 SH   DFND 1,2 132,650 0 0
AVON PRODUCTS INC COMMON STOCK 054303102 1,870 869,600 SH   DFND 1,2 869,600 0 0
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 2,109 39,152 SH   DFND 1,2 39,152 0 0
BARRICK GOLD CORP (USD) COMMON STOCK 067901108 28,138 1,944,600 SH   DFND 1,2 1,944,600 0 0
BROADCOM LTD COMMON STOCK Y09827109 5,193 20,214 SH   DFND 1,2 20,214 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 1,667 46,600 SH   DFND 1,2 46,600 0 0
CARNIVAL CORP COMMON PAIRED STOCK UNITS 143658300 5,074 76,445 SH   DFND 1,2 76,445 0 0
CATERPILLAR INC COMMON STOCK 149123101 189 1,200 SH   DFND 1,2 1,200 0 0
CBS CORP CL B N/V COMMON STOCK 124857202 1,221 20,700 SH   DFND 1,2 20,700 0 0
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS PLUS 1 B SHR) COMMON STOCK 151290889 996 132,821 SH   DFND 1,2 132,821 0 0
CERNER CORPORATION COMMON STOCK 156782104 3,235 48,000 SH   DFND 1,2 48,000 0 0
CH ROBINSON WORLDWIDE INC COMMON STOCK 12541W209 2,463 27,644 SH   DFND 1,2 27,644 0 0
CHEVRON CORP COMMON STOCK 166764100 6,050 48,330 SH   DFND 1,2 48,330 0 0
CHUBB LTD COMMON STOCK H1467J104 2,344 16,040 SH   DFND 1,2 16,040 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 24,362 166,808 SH   DFND 1,2 166,808 0 0
COCA-COLA CO COMMON STOCK 191216100 12,665 276,050 SH   DFND 1,2 276,050 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 6,164 153,900 SH   DFND 1,2 153,900 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104 3,436 62,600 SH   DFND 1,2 62,600 0 0
CREDICORP LTD COMMON STOCK G2519Y108 8,235 39,700 SH   DFND 1,2 39,700 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 7,471 67,300 SH   DFND 1,2 67,300 0 0
CROWN CASTLE INTL CORP CV PFD SER A 6.875 PERCENT 08-01-20 (REIT) CONV PREFRD STCK 22822V309 2,299 2,190 SH   DFND 1,2 2,190 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 18,919 429,000 SH   DFND 1,2 429,000 0 0
DANAHER CORP COMMON STOCK 235851102 7,156 77,100 SH   DFND 1,2 77,100 0 0
DEERE AND CO COMMON STOCK 244199105 14,978 95,700 SH   DFND 1,2 95,700 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 2,073 18,200 SH   DFND 1,2 18,200 0 0
DOWDUPONT INC COMMON STOCK 26078J100 641 9,000 SH   DFND 1,2 9,000 0 0
EATON CORP PLC COMMON STOCK G29183103 5,771 73,036 SH   DFND 1,2 73,036 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 4,186 66,200 SH   DFND 1,2 66,200 0 0
ELI LILLY AND CO COMMON STOCK 532457108 3,699 43,800 SH   DFND 1,2 43,800 0 0
ENBRIDGE INC COMMON STOCK 29250N105 21,685 554,160 SH   DFND 1,2 554,160 0 0
ENEL AMERICAS SA ADR COMMON STOCK 29274F104 16,394 1,467,664 SH   DFND 1,2 1,467,664 0 0
ENSCO PLC CL A COMMON STOCK G3157S106 34,593 5,853,350 SH   DFND 1,2 5,853,350 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 2,304 21,350 SH   DFND 1,2 21,350 0 0
EQUIFAX INC COMMON STOCK 294429105 3,443 29,200 SH   DFND 1,2 29,200 0 0
ESTRE AMBIENTAL INC REG S (90 DAY LOCKUP) COMMON STOCK G3206V100 1,413 166,920 SH   DFND 1,2 166,920 0 0
GANNETT CO INC COMMON STOCK 36473H104 1,225 105,700 SH   DFND 1,2 105,700 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 2,414 33,700 SH   DFND 1,2 33,700 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 8,813 87,915 SH   DFND 1,2 87,915 0 0
GODADDY INC CL A COMMON STOCK 380237107 10,604 210,900 SH   DFND 1,2 210,900 0 0
GOLAR LNG LTD (USD) COMMON STOCK G9456A100 1,392 46,700 SH   DFND 1,2 46,700 0 0
HELMERICH AND PAYNE COMMON STOCK 423452101 1,286 19,900 SH   DFND 1,2 19,900 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 6,698 108,300 SH   DFND 1,2 108,300 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 4,448 55,698 SH   DFND 1,2 55,698 0 0
HP INC COMMON STOCK 40434L105 3,181 151,400 SH   DFND 1,2 151,400 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 11,868 1,219,710 SH   DFND 1,2 1,219,710 0 0
IDEX CORP COMMON STOCK 45167R104 1,110 8,412 SH   DFND 1,2 8,412 0 0
INCYTE CORP COMMON STOCK 45337C102 14,000 147,816 SH   DFND 1,2 147,816 0 0
INTEL CORP COMMON STOCK 458140100 7,889 170,900 SH   DFND 1,2 170,900 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 8,093 114,700 SH   DFND 1,2 114,700 0 0
INTERNATIONAL BUSINESS MACHINES CORP COMMON STOCK 459200101 262 1,710 SH   DFND 1,2 1,710 0 0
INVESCO LTD COMMON STOCK G491BT108 789 21,600 SH   DFND 1,2 21,600 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 629 16,681 SH   DFND 1,2 16,681 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 246 5,950 SH   DFND 1,2 5,950 0 0
JOHNSON AND JOHNSON COMMON STOCK 478160104 196 1,400 SH   DFND 1,2 1,400 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 4,601 43,020 SH   DFND 1,2 43,020 0 0
JUNO THERAPEUTICS INC COMMON STOCK 48205A109 7,918 173,216 SH   DFND 1,2 173,216 0 0
KT CORP ADR COMMON STOCK 48268K101 2,179 139,600 SH   DFND 1,2 139,600 0 0
LAMAR ADVERTISING CO CL A (REIT) COMMON STOCK 512816109 401 5,400 SH   DFND 1,2 5,400 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 7,604 109,425 SH   DFND 1,2 109,425 0 0
LOMA NEGRA CIA ADR COMMON STOCK 54150E104 10,764 467,197 SH   DFND 1,2 467,197 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 5,071 62,300 SH   DFND 1,2 62,300 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 2,980 36,900 SH   DFND 1,2 36,900 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 44,037 139,950 SH   DFND 1,2 139,950 0 0
MERCK AND CO INC COMMON STOCK 58933Y105 3,196 56,800 SH   DFND 1,2 56,800 0 0
MICROSOFT CORP COMMON STOCK 594918104 16,865 197,160 SH   DFND 1,2 197,160 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 3,818 89,200 SH   DFND 1,2 89,200 0 0
MONSANTO CO COMMON STOCK 61166W101 4,321 37,000 SH   DFND 1,2 37,000 0 0
MOODYS CORP COMMON STOCK 615369105 4,244 28,750 SH   DFND 1,2 28,750 0 0
NETAPP INC COMMON STOCK 64110D104 3,989 72,100 SH   DFND 1,2 72,100 0 0
NETEASE INC ADR COMMON STOCK 64110W102 8,454 24,500 SH   DFND 1,2 24,500 0 0
NEWELL BRANDS INC COMMON STOCK 651229106 2,194 71,015 SH   DFND 1,2 71,015 0 0
NEXA RESOURCES SA COMMON STOCK L67359106 21,472 1,094,965 SH   DFND 1,2 1,094,965 0 0
NIELSEN HOLDINGS PLC COMMON STOCK G6518L108 3,389 93,100 SH   DFND 1,2 93,100 0 0
NII HOLDINGS INC COMMON STOCK 62913F508 193 454,029 SH   DFND 1,2 454,029 0 0
NIKE INC CL B COMMON STOCK 654106103 9,289 148,500 SH   DFND 1,2 148,500 0 0
NOAH HOLDINGS LTD CL A ADR COMMON STOCK 65487X102 2,795 60,400 SH   DFND 1,2 60,400 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 8,286 155,600 SH   DFND 1,2 155,600 0 0
NUCOR CORP COMMON STOCK 670346105 543 8,540 SH   DFND 1,2 8,540 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 7,583 102,950 SH   DFND 1,2 102,950 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 10,382 495,810 SH   DFND 1,2 495,810 0 0
PEPSICO INC COMMON STOCK 713448108 1,631 13,600 SH   DFND 1,2 13,600 0 0
PETROLEO BRASILEIRO ON ADR (PETROBRAS) COMMON STOCK 71654V408 29,117 2,829,684 SH   DFND 1,2 2,829,684 0 0
PETROLEO BRASILEIRO PN ADR (PETROBRAS) COMMON STOCK 71654V101 23,598 2,400,600 SH   DFND 1,2 2,400,600 0 0
PFIZER INC COMMON STOCK 717081103 1,554 42,900 SH   DFND 1,2 42,900 0 0
PGANDE CORP COMMON STOCK 69331C108 1,632 36,400 SH   DFND 1,2 36,400 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 6,805 64,408 SH   DFND 1,2 64,408 0 0
POTASH CORP OF SASKATCHEWAN INC COMMON STOCK 73755L107 19,052 928,700 SH   DFND 1,2 928,700 0 0
PRAXAIR INC COMMON STOCK 74005P104 2,181 14,100 SH   DFND 1,2 14,100 0 0
PRICELINE GROUP INC (THE) COMMON STOCK 741503403 4,904 2,822 SH   DFND 1,2 2,822 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 1,865 20,300 SH   DFND 1,2 20,300 0 0
QUALCOMM INC COMMON STOCK 747525103 12,103 189,050 SH   DFND 1,2 189,050 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 10,425 87,400 SH   DFND 1,2 87,400 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 3,587 52,520 SH   DFND 1,2 52,520 0 0
RYANAIR HOLDINGS PLC ADR COMMON STOCK 783513203 8,653 83,050 SH   DFND 1,2 83,050 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 10,844 160,910 SH   DFND 1,2 160,910 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 8,191 153,100 SH   DFND 1,2 153,100 0 0
SEMPRA ENERGY COMMON STOCK 816851109 4,435 41,475 SH   DFND 1,2 41,475 0 0
STARBUCKS CORP COMMON STOCK 855244109 8,526 148,451 SH   DFND 1,2 148,451 0 0
STATE STREET CORP COMMON STOCK 857477103 3,004 30,776 SH   DFND 1,2 30,776 0 0
SUNCOR ENERGY INC COMMON STOCK 867224107 738 20,100 SH   DFND 1,2 20,100 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 3,709 53,600 SH   DFND 1,2 53,600 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 11,054 278,800 SH   DFND 1,2 278,800 0 0
TENARIS SA ADR COMMON STOCK 88031M109 13,576 426,100 SH   DFND 1,2 426,100 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 4,241 40,610 SH   DFND 1,2 40,610 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 7,621 27,750 SH   DFND 1,2 27,750 0 0
TRIMBLE INC COMMON STOCK 896239100 4,145 102,000 SH   DFND 1,2 102,000 0 0
UBS GROUP AG COMMON STOCK H42097107 1,853 100,632 SH   DFND 1,2 100,632 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 4,956 106,850 SH   DFND 1,2 106,850 0 0
VALE SA ON ADR COMMON STOCK 91912E105 30,281 2,475,937 SH   DFND 1,2 2,475,937 0 0
VERISIGN INC COMMON STOCK 92343E102 835 7,300 SH   DFND 1,2 7,300 0 0
VIACOM INC CL B COMMON STOCK 92553P201 3,648 118,400 SH   DFND 1,2 118,400 0 0
VISA INC CL A COMMON STOCK 92826C839 12,684 111,240 SH   DFND 1,2 111,240 0 0
WALT DISNEY COMPANY (THE) COMMON STOCK 254687106 2,720 25,300 SH   DFND 1,2 25,300 0 0
WEATHERFORD INTERNATIONAL PLC COMMON STOCK G48833100 700 167,900 SH   DFND 1,2 167,900 0 0
WEATHERFORD INTERNATIONAL PLC CV SR UNSEC 5.875 PERCENT 07-01-21 CORP CONV BOND 947075AH0 28,094 25,863,000 PRN   DFND 1,2 25,863,000 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 1,265 7,500 SH   DFND 1,2 7,500 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 7,957 47,200 SH   DFND 1,2 47,200 0 0
XILINX INC COMMON STOCK 983919101 800 11,860 SH   DFND 1,2 11,860 0 0
YANDEX NV A COMMON STOCK N97284108 26,418 806,651 SH   DFND 1,2 806,651 0 0
YUM CHINA HOLDINGS INC COMMON STOCK 98850P109 1,261 31,500 SH   DFND 1,2 31,500 0 0
YUM! BRANDS INC COMMON STOCK 988498101 1,697 20,800 SH   DFND 1,2 20,800 0 0