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 6,605 69,840 SH   DFND 1,2 69,840 0 0
ACCENTURE PLC CL A COMMON STOCK G1151C101 2,859 16,798 SH   DFND 1,2 16,798 0 0
ACTIVISION BLIZZARD INC COMMON STOCK 00507V109 7,373 88,633 SH   DFND 1,2 88,633 0 0
AES CORP (THE) COMMON STOCK 00130H105 39,721 2,837,200 SH   DFND 1,2 2,837,200 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 2,653 34,400 SH   DFND 1,2 34,400 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 22,341 135,600 SH   DFND 1,2 135,600 0 0
ALLEGHENY TECHNOLOGIES INC COMMON STOCK 01741R102 8,783 297,223 SH   DFND 1,2 297,223 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 8,559 7,091 SH   DFND 1,2 7,091 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 16,756 14,040 SH   DFND 1,2 14,040 0 0
AMAZON.COM INC COMMON STOCK 023135106 13,470 6,725 SH   DFND 1,2 6,725 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 58,270 3,628,300 SH   DFND 1,2 3,628,300 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 6,761 46,532 SH   DFND 1,2 46,532 0 0
AON PLC CL A COMMON STOCK G0408V102 4,129 26,850 SH   DFND 1,2 26,850 0 0
APPLE INC COMMON STOCK 037833100 14,509 64,275 SH   DFND 1,2 64,275 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 363 1,930 SH   DFND 1,2 1,930 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 3,987 100,750 SH   DFND 1,2 100,750 0 0
AVON PRODUCTS INC COMMON STOCK 054303102 3,867 1,757,800 SH   DFND 1,2 1,757,800 0 0
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 2,425 47,552 SH   DFND 1,2 47,552 0 0
BARRICK GOLD CORP (USD) COMMON STOCK 067901108 23,480 2,119,100 SH   DFND 1,2 2,119,100 0 0
BLUEBIRD BIO INC COMMON STOCK 09609G100 5,621 38,500 SH   DFND 1,2 38,500 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 7,087 3,572 SH   DFND 1,2 3,572 0 0
BROADCOM INC COMMON STOCK 11135F101 24,206 98,107 SH   DFND 1,2 98,107 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 1,917 58,700 SH   DFND 1,2 58,700 0 0
CARNIVAL CORP COMMON PAIRED STOCK UNITS 143658300 6,046 94,815 SH   DFND 1,2 94,815 0 0
CHEVRON CORP COMMON STOCK 166764100 3,874 31,683 SH   DFND 1,2 31,683 0 0
CHUBB LTD COMMON STOCK H1467J104 2,778 20,790 SH   DFND 1,2 20,790 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 24,093 141,548 SH   DFND 1,2 141,548 0 0
COCA-COLA CO COMMON STOCK 191216100 7,076 153,196 SH   DFND 1,2 153,196 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 6,710 189,500 SH   DFND 1,2 189,500 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 6,083 25,900 SH   DFND 1,2 25,900 0 0
CREDICORP LTD COMMON STOCK G2519Y108 5,979 26,800 SH   DFND 1,2 26,800 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 2,093 18,800 SH   DFND 1,2 18,800 0 0
CROWN CASTLE INTL CORP CV PFD SER A 6.875 PERCENT 08-01-20 (REIT) CONV PREFRD STCK 22822V309 1,325 1,220 SH   DFND 1,2 1,220 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 27,606 742,700 SH   DFND 1,2 742,700 0 0
DANAHER CORP COMMON STOCK 235851102 9,486 87,300 SH   DFND 1,2 87,300 0 0
DEERE AND CO COMMON STOCK 244199105 8,058 53,599 SH   DFND 1,2 53,599 0 0
DEUTSCHE BANK AG NAMEN COMMON STOCK D18190898 4,643 406,829 SH   DFND 1,2 406,829 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 1,125 10,000 SH   DFND 1,2 10,000 0 0
DOWDUPONT INC COMMON STOCK 26078J100 707 11,000 SH   DFND 1,2 11,000 0 0
EATON CORP PLC COMMON STOCK G29183103 7,419 85,536 SH   DFND 1,2 85,536 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 555 8,200 SH   DFND 1,2 8,200 0 0
ELI LILLY AND CO COMMON STOCK 532457108 4,432 41,300 SH   DFND 1,2 41,300 0 0
ENBRIDGE INC COMMON STOCK 29250N105 14,578 451,900 SH   DFND 1,2 451,900 0 0
ENEL AMERICAS SA ADR COMMON STOCK 29274F104 11,571 1,496,864 SH   DFND 1,2 1,496,864 0 0
ENSCO PLC CL A COMMON STOCK G3157S106 34,732 4,115,150 SH   DFND 1,2 4,115,150 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 9,919 77,755 SH   DFND 1,2 77,755 0 0
EQUIFAX INC COMMON STOCK 294429105 4,622 35,400 SH   DFND 1,2 35,400 0 0
EQUINIX INC (REIT) COMMON STOCK 29444U700 1,670 3,858 SH   DFND 1,2 3,858 0 0
ESTRE AMBIENTAL INC REG S COMMON STOCK G3206V100 921 166,920 SH   DFND 1,2 166,920 0 0
EURONET WORLDWIDE INC COMMON STOCK 298736109 5,637 56,250 SH   DFND 1,2 56,250 0 0
FACEBOOK INC CL A COMMON STOCK 30303M102 3,616 21,985 SH   DFND 1,2 21,985 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 1,760 22,800 SH   DFND 1,2 22,800 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 12,704 99,715 SH   DFND 1,2 99,715 0 0
GODADDY INC CL A COMMON STOCK 380237107 21,873 262,300 SH   DFND 1,2 262,300 0 0
GOLAR LNG LTD (USD) COMMON STOCK G9456A100 1,662 59,800 SH   DFND 1,2 59,800 0 0
HDFC BANK LTD ADR COMMON STOCK 40415F101 9,570 101,700 SH   DFND 1,2 101,700 0 0
HELMERICH AND PAYNE COMMON STOCK 423452101 1,087 15,800 SH   DFND 1,2 15,800 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 5,103 76,100 SH   DFND 1,2 76,100 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 11,707 144,929 SH   DFND 1,2 144,929 0 0
HP INC COMMON STOCK 40434L105 4,461 173,100 SH   DFND 1,2 173,100 0 0
HUAZHU GROUP LTD ADR COMMON STOCK 44332N106 7,067 218,800 SH   DFND 1,2 218,800 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 6,936 817,020 SH   DFND 1,2 817,020 0 0
IDEX CORP COMMON STOCK 45167R104 1,584 10,512 SH   DFND 1,2 10,512 0 0
INCYTE CORP COMMON STOCK 45337C102 11,495 166,397 SH   DFND 1,2 166,397 0 0
INTEGRA LIFESCIENCES HOLDING COMMON STOCK 457985208 4,980 75,600 SH   DFND 1,2 75,600 0 0
INTEL CORP COMMON STOCK 458140100 3,679 77,795 SH   DFND 1,2 77,795 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 7,721 103,100 SH   DFND 1,2 103,100 0 0
INVESCO LTD COMMON STOCK G491BT108 2,906 127,000 SH   DFND 1,2 127,000 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 457 13,236 SH   DFND 1,2 13,236 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 155 5,950 SH   DFND 1,2 5,950 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 3,865 34,253 SH   DFND 1,2 34,253 0 0
KT CORP ADR COMMON STOCK 48268K101 5,624 378,700 SH   DFND 1,2 378,700 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 4,493 75,725 SH   DFND 1,2 75,725 0 0
LOMA NEGRA CIA ADR COMMON STOCK 54150E104 8,751 989,897 SH   DFND 1,2 989,897 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 7,432 89,850 SH   DFND 1,2 89,850 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 2,302 23,400 SH   DFND 1,2 23,400 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 22,338 65,610 SH   DFND 1,2 65,610 0 0
MERCK AND CO INC COMMON STOCK 58933Y105 5,150 72,600 SH   DFND 1,2 72,600 0 0
MICROSOFT CORP COMMON STOCK 594918104 23,734 207,520 SH   DFND 1,2 207,520 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 5,379 125,200 SH   DFND 1,2 125,200 0 0
MOODYS CORP COMMON STOCK 615369105 6,044 36,150 SH   DFND 1,2 36,150 0 0
NETEASE INC ADR COMMON STOCK 64110W102 5,204 22,800 SH   DFND 1,2 22,800 0 0
NEWELL BRANDS INC COMMON STOCK 651229106 53 2,600 SH   DFND 1,2 2,600 0 0
NEXA RESOURCES SA COMMON STOCK L67359106 16,904 1,401,665 SH   DFND 1,2 1,401,665 0 0
NIKE INC CL B COMMON STOCK 654106103 6,627 78,221 SH   DFND 1,2 78,221 0 0
NOAH HOLDINGS LTD CL A ADR COMMON STOCK 65487X102 4,256 101,000 SH   DFND 1,2 101,000 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 11,750 204,600 SH   DFND 1,2 204,600 0 0
NUCOR CORP COMMON STOCK 670346105 688 10,840 SH   DFND 1,2 10,840 0 0
NUTRIEN LTD COMMON STOCK 67077M108 17,104 296,270 SH   DFND 1,2 296,270 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 5,045 61,400 SH   DFND 1,2 61,400 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 7,280 395,010 SH   DFND 1,2 395,010 0 0
PEPSICO INC COMMON STOCK 713448108 1,878 16,800 SH   DFND 1,2 16,800 0 0
PETROLEO BRASILEIRO ON ADR (PETROBRAS) COMMON STOCK 71654V408 245 20,300 SH   DFND 1,2 20,300 0 0
PETROLEO BRASILEIRO PN ADR (PETROBRAS) COMMON STOCK 71654V101 1,605 153,400 SH   DFND 1,2 153,400 0 0
PFIZER INC COMMON STOCK 717081103 1,935 43,900 SH   DFND 1,2 43,900 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 3,440 42,192 SH   DFND 1,2 42,192 0 0
PINDUODUO INC ADR COMMON STOCK 722304102 3,130 119,055 SH   DFND 1,2 119,055 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 807 9,700 SH   DFND 1,2 9,700 0 0
QUALCOMM INC COMMON STOCK 747525103 5,154 71,547 SH   DFND 1,2 71,547 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 1,649 12,694 SH   DFND 1,2 12,694 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 3,711 52,320 SH   DFND 1,2 52,320 0 0
RYANAIR HOLDINGS PLC ADR COMMON STOCK 783513203 7,678 79,950 SH   DFND 1,2 79,950 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 11,164 183,260 SH   DFND 1,2 183,260 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 18,362 238,100 SH   DFND 1,2 238,100 0 0
SEMPRA ENERGY COMMON STOCK 816851109 5,985 52,615 SH   DFND 1,2 52,615 0 0
STARBUCKS CORP COMMON STOCK 855244109 3,981 70,037 SH   DFND 1,2 70,037 0 0
STATE STREET CORP COMMON STOCK 857477103 3,394 40,506 SH   DFND 1,2 40,506 0 0
SUNCOR ENERGY INC COMMON STOCK 867224107 1,122 29,000 SH   DFND 1,2 29,000 0 0
SVB FINANCIAL GROUP COMMON STOCK 78486Q101 4,849 15,600 SH   DFND 1,2 15,600 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 7,408 66,300 SH   DFND 1,2 66,300 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 16,476 373,100 SH   DFND 1,2 373,100 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 5,210 48,560 SH   DFND 1,2 48,560 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 15,022 40,350 SH   DFND 1,2 40,350 0 0
TRIMBLE INC COMMON STOCK 896239100 5,446 125,300 SH   DFND 1,2 125,300 0 0
UBS GROUP AG COMMON STOCK H42097107 1,597 100,632 SH   DFND 1,2 100,632 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 6,336 83,000 SH   DFND 1,2 83,000 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 2,027 14,500 SH   DFND 1,2 14,500 0 0
VALE SA ON ADR COMMON STOCK 91912E105 36,391 2,452,249 SH   DFND 1,2 2,452,249 0 0
VISA INC CL A COMMON STOCK 92826C839 19,570 130,390 SH   DFND 1,2 130,390 0 0
WALGREENS BOOTS ALLIANCE INC COMMON STOCK 931427108 5,642 77,400 SH   DFND 1,2 77,400 0 0
WEATHERFORD INTERNATIONAL PLC COMMON STOCK G48833100 10,067 3,714,900 SH   DFND 1,2 3,714,900 0 0
WEATHERFORD INTERNATIONAL PLC CV SR UNSEC 5.875 PERCENT 07-01-21 CORP CONV BOND 947075AH0 17,225 18,243,000 PRN   DFND 1,2 18,243,000 0 0
WELLS FARGO AND CO COMMON STOCK 949746101 762 14,500 SH   DFND 1,2 14,500 0 0
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (DBA WABTEC CORP) COMMON STOCK 929740108 5,114 48,760 SH   DFND 1,2 48,760 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 2,926 23,030 SH   DFND 1,2 23,030 0 0
YANDEX NV A COMMON STOCK N97284108 19,591 595,651 SH   DFND 1,2 595,651 0 0
YUM! BRANDS INC COMMON STOCK 988498101 2,309 25,400 SH   DFND 1,2 25,400 0 0