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 3,229 34,850 SH   DFND 1,2 34,850 0 0
ACCENTURE PLC CL A COMMON STOCK G1151C101 2,224 13,598 SH   DFND 1,2 13,598 0 0
ACTIVISION BLIZZARD INC COMMON STOCK 00507V109 1,360 17,825 SH   DFND 1,2 17,825 0 0
AES CORP (THE) COMMON STOCK 00130H105 49,322 3,678,000 SH   DFND 1,2 3,678,000 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 2,283 27,100 SH   DFND 1,2 27,100 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 22,653 122,100 SH   DFND 1,2 122,100 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 5,917 5,240 SH   DFND 1,2 5,240 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 12,800 11,473 SH   DFND 1,2 11,473 0 0
AMAZON.COM INC COMMON STOCK 023135106 9,128 5,370 SH   DFND 1,2 5,370 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 58,712 3,524,100 SH   DFND 1,2 3,524,100 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 8,593 59,604 SH   DFND 1,2 59,604 0 0
AON PLC CL A COMMON STOCK G0408V102 2,860 20,850 SH   DFND 1,2 20,850 0 0
APPLE INC COMMON STOCK 037833100 9,464 51,125 SH   DFND 1,2 51,125 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 2,222 11,223 SH   DFND 1,2 11,223 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 5,103 145,350 SH   DFND 1,2 145,350 0 0
AVON PRODUCTS INC COMMON STOCK 054303102 2,874 1,774,100 SH   DFND 1,2 1,774,100 0 0
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 2,068 38,352 SH   DFND 1,2 38,352 0 0
BARRICK GOLD CORP (USD) COMMON STOCK 067901108 26,370 2,008,400 SH   DFND 1,2 2,008,400 0 0
BLUEBIRD BIO INC COMMON STOCK 09609G100 3,897 24,830 SH   DFND 1,2 24,830 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 5,720 2,822 SH   DFND 1,2 2,822 0 0
BROADCOM INC COMMON STOCK 11135F101 15,865 65,384 SH   DFND 1,2 65,384 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 1,682 46,600 SH   DFND 1,2 46,600 0 0
CARNIVAL CORP COMMON PAIRED STOCK UNITS 143658300 4,381 76,445 SH   DFND 1,2 76,445 0 0
CATERPILLAR INC COMMON STOCK 149123101 163 1,200 SH   DFND 1,2 1,200 0 0
CHEVRON CORP COMMON STOCK 166764100 4,467 35,330 SH   DFND 1,2 35,330 0 0
CHUBB LTD COMMON STOCK H1467J104 2,006 15,790 SH   DFND 1,2 15,790 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 24,907 151,948 SH   DFND 1,2 151,948 0 0
COCA-COLA CO COMMON STOCK 191216100 7,158 163,196 SH   DFND 1,2 163,196 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 5,049 153,900 SH   DFND 1,2 153,900 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 4,347 20,800 SH   DFND 1,2 20,800 0 0
CREDICORP LTD COMMON STOCK G2519Y108 6,033 26,800 SH   DFND 1,2 26,800 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 5,477 50,800 SH   DFND 1,2 50,800 0 0
CROWN CASTLE INTL CORP CV PFD SER A 6.875 PERCENT 08-01-20 (REIT) CONV PREFRD STCK 22822V309 2,288 2,290 SH   DFND 1,2 2,290 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 33,679 707,100 SH   DFND 1,2 707,100 0 0
DANAHER CORP COMMON STOCK 235851102 6,829 69,200 SH   DFND 1,2 69,200 0 0
DEERE AND CO COMMON STOCK 244199105 6,025 43,099 SH   DFND 1,2 43,099 0 0
DEUTSCHE BANK AG NAMEN COMMON STOCK D18190898 3,582 332,678 SH   DFND 1,2 332,678 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 1,674 15,000 SH   DFND 1,2 15,000 0 0
DOWDUPONT INC COMMON STOCK 26078J100 725 11,000 SH   DFND 1,2 11,000 0 0
EATON CORP PLC COMMON STOCK G29183103 7,036 94,136 SH   DFND 1,2 94,136 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 4,188 66,200 SH   DFND 1,2 66,200 0 0
ELI LILLY AND CO COMMON STOCK 532457108 3,430 40,200 SH   DFND 1,2 40,200 0 0
ENBRIDGE INC COMMON STOCK 29250N105 16,761 468,875 SH   DFND 1,2 468,875 0 0
ENEL AMERICAS SA ADR COMMON STOCK 29274F104 11,488 1,303,964 SH   DFND 1,2 1,303,964 0 0
ENSCO PLC CL A COMMON STOCK G3157S106 37,166 5,119,350 SH   DFND 1,2 5,119,350 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 7,697 61,855 SH   DFND 1,2 61,855 0 0
EQUIFAX INC COMMON STOCK 294429105 3,653 29,200 SH   DFND 1,2 29,200 0 0
EQUINIX INC (REIT) COMMON STOCK 29444U700 1,226 2,853 SH   DFND 1,2 2,853 0 0
ESTRE AMBIENTAL INC REG S COMMON STOCK G3206V100 1,309 166,920 SH   DFND 1,2 166,920 0 0
EURONET WORLDWIDE INC COMMON STOCK 298736109 3,606 43,050 SH   DFND 1,2 43,050 0 0
FACEBOOK INC CL A COMMON STOCK 30303M102 3,417 17,585 SH   DFND 1,2 17,585 0 0
GANNETT CO INC COMMON STOCK 36473H104 761 71,100 SH   DFND 1,2 71,100 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 2,331 32,900 SH   DFND 1,2 32,900 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 8,865 79,515 SH   DFND 1,2 79,515 0 0
GODADDY INC CL A COMMON STOCK 380237107 14,840 210,200 SH   DFND 1,2 210,200 0 0
GOLAR LNG LTD (USD) COMMON STOCK G9456A100 1,376 46,700 SH   DFND 1,2 46,700 0 0
HELMERICH AND PAYNE COMMON STOCK 423452101 1,409 22,100 SH   DFND 1,2 22,100 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 8,032 121,000 SH   DFND 1,2 121,000 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 7,722 97,548 SH   DFND 1,2 97,548 0 0
HP INC COMMON STOCK 40434L105 3,571 157,400 SH   DFND 1,2 157,400 0 0
HUAZHU GROUP LTD ADR COMMON STOCK 44332N106 4,325 103,000 SH   DFND 1,2 103,000 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 7,425 924,610 SH   DFND 1,2 924,610 0 0
IDEX CORP COMMON STOCK 45167R104 1,148 8,412 SH   DFND 1,2 8,412 0 0
INCYTE CORP COMMON STOCK 45337C102 11,371 169,716 SH   DFND 1,2 169,716 0 0
INTEL CORP COMMON STOCK 458140100 4,322 86,940 SH   DFND 1,2 86,940 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 8,385 114,000 SH   DFND 1,2 114,000 0 0
INTERNATIONAL BUSINESS MACHINES CORP COMMON STOCK 459200101 120 860 SH   DFND 1,2 860 0 0
INVESCO LTD COMMON STOCK G491BT108 797 30,000 SH   DFND 1,2 30,000 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 724 20,681 SH   DFND 1,2 20,681 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 232 5,950 SH   DFND 1,2 5,950 0 0
JOHNSON AND JOHNSON COMMON STOCK 478160104 170 1,400 SH   DFND 1,2 1,400 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 4,368 41,920 SH   DFND 1,2 41,920 0 0
KT CORP ADR COMMON STOCK 48268K101 4,001 301,300 SH   DFND 1,2 301,300 0 0
LAMAR ADVERTISING CO CL A (REIT) COMMON STOCK 512816109 212 3,100 SH   DFND 1,2 3,100 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 8,653 113,325 SH   DFND 1,2 113,325 0 0
LOMA NEGRA CIA ADR COMMON STOCK 54150E104 9,425 918,597 SH   DFND 1,2 918,597 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 5,107 62,300 SH   DFND 1,2 62,300 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 1,584 18,500 SH   DFND 1,2 18,500 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 36,783 123,050 SH   DFND 1,2 123,050 0 0
MERCK AND CO INC COMMON STOCK 58933Y105 3,448 56,800 SH   DFND 1,2 56,800 0 0
MICROSOFT CORP COMMON STOCK 594918104 17,066 173,070 SH   DFND 1,2 173,070 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 4,170 101,700 SH   DFND 1,2 101,700 0 0
MOODYS CORP COMMON STOCK 615369105 4,904 28,750 SH   DFND 1,2 28,750 0 0
NETEASE INC ADR COMMON STOCK 64110W102 4,624 18,300 SH   DFND 1,2 18,300 0 0
NEWELL BRANDS INC COMMON STOCK 651229106 2,734 106,015 SH   DFND 1,2 106,015 0 0
NEXA RESOURCES SA COMMON STOCK L67359106 16,498 1,401,665 SH   DFND 1,2 1,401,665 0 0
NII HOLDINGS INC COMMON STOCK 62913F508 1,771 454,029 SH   DFND 1,2 454,029 0 0
NIKE INC CL B COMMON STOCK 654106103 11,769 147,700 SH   DFND 1,2 147,700 0 0
NOAH HOLDINGS LTD CL A ADR COMMON STOCK 65487X102 5,199 99,700 SH   DFND 1,2 99,700 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 7,352 155,600 SH   DFND 1,2 155,600 0 0
NUCOR CORP COMMON STOCK 670346105 678 10,840 SH   DFND 1,2 10,840 0 0
NUTRIEN LTD COMMON STOCK 67077M108 20,173 370,830 SH   DFND 1,2 370,830 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 4,665 55,750 SH   DFND 1,2 55,750 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 6,953 312,710 SH   DFND 1,2 312,710 0 0
PEPSICO INC COMMON STOCK 713448108 1,481 13,600 SH   DFND 1,2 13,600 0 0
PETROLEO BRASILEIRO ON ADR (PETROBRAS) COMMON STOCK 71654V408 204 20,300 SH   DFND 1,2 20,300 0 0
PETROLEO BRASILEIRO PN ADR (PETROBRAS) COMMON STOCK 71654V101 1,356 153,400 SH   DFND 1,2 153,400 0 0
PFIZER INC COMMON STOCK 717081103 2,137 58,900 SH   DFND 1,2 58,900 0 0
PGANDE CORP COMMON STOCK 69331C108 2,605 61,200 SH   DFND 1,2 61,200 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 4,312 53,408 SH   DFND 1,2 53,408 0 0
PRAXAIR INC COMMON STOCK 74005P104 2,230 14,100 SH   DFND 1,2 14,100 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 1,140 14,600 SH   DFND 1,2 14,600 0 0
QUALCOMM INC COMMON STOCK 747525103 9,902 176,450 SH   DFND 1,2 176,450 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 2,643 25,510 SH   DFND 1,2 25,510 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 4,738 65,220 SH   DFND 1,2 65,220 0 0
RYANAIR HOLDINGS PLC ADR COMMON STOCK 783513203 8,904 77,950 SH   DFND 1,2 77,950 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 9,918 147,960 SH   DFND 1,2 147,960 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 12,634 190,300 SH   DFND 1,2 190,300 0 0
SEMPRA ENERGY COMMON STOCK 816851109 4,936 42,515 SH   DFND 1,2 42,515 0 0
STARBUCKS CORP COMMON STOCK 855244109 6,778 138,751 SH   DFND 1,2 138,751 0 0
STATE STREET CORP COMMON STOCK 857477103 3,033 32,586 SH   DFND 1,2 32,586 0 0
SUNCOR ENERGY INC COMMON STOCK 867224107 1,180 29,000 SH   DFND 1,2 29,000 0 0
SVB FINANCIAL GROUP COMMON STOCK 78486Q101 3,610 12,500 SH   DFND 1,2 12,500 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 5,239 53,600 SH   DFND 1,2 53,600 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 10,416 284,900 SH   DFND 1,2 284,900 0 0
TENARIS SA ADR COMMON STOCK 88031M109 13,879 381,400 SH   DFND 1,2 381,400 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 4,477 40,610 SH   DFND 1,2 40,610 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 9,474 27,450 SH   DFND 1,2 27,450 0 0
TRIMBLE INC COMMON STOCK 896239100 3,307 100,700 SH   DFND 1,2 100,700 0 0
UBS GROUP AG COMMON STOCK H42097107 1,553 100,632 SH   DFND 1,2 100,632 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 5,066 65,900 SH   DFND 1,2 65,900 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 738 5,900 SH   DFND 1,2 5,900 0 0
VALE SA ON ADR COMMON STOCK 91912E105 29,691 2,316,027 SH   DFND 1,2 2,316,027 0 0
VIACOM INC CL B COMMON STOCK 92553P201 3,571 118,400 SH   DFND 1,2 118,400 0 0
VISA INC CL A COMMON STOCK 92826C839 13,747 103,790 SH   DFND 1,2 103,790 0 0
WALGREENS BOOTS ALLIANCE INC COMMON STOCK 931427108 4,105 68,400 SH   DFND 1,2 68,400 0 0
WALT DISNEY COMPANY (THE) COMMON STOCK 254687106 634 6,050 SH   DFND 1,2 6,050 0 0
WEATHERFORD INTERNATIONAL PLC COMMON STOCK G48833100 7,506 2,281,400 SH   DFND 1,2 2,281,400 0 0
WEATHERFORD INTERNATIONAL PLC CV SR UNSEC 5.875 PERCENT 07-01-21 CORP CONV BOND 947075AH0 17,999 18,243,000 PRN   DFND 1,2 18,243,000 0 0
WELLS FARGO AND CO COMMON STOCK 949746101 1,475 26,600 SH   DFND 1,2 26,600 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 1,097 7,500 SH   DFND 1,2 7,500 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 3,101 18,530 SH   DFND 1,2 18,530 0 0
YANDEX NV A COMMON STOCK N97284108 21,384 595,651 SH   DFND 1,2 595,651 0 0
YUM! BRANDS INC COMMON STOCK 988498101 1,627 20,800 SH   DFND 1,2 20,800 0 0