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 6,439 69,840 SH   DFND 1,2 69,840 0 0
ACCENTURE PLC CL A COMMON STOCK G1151C101 2,369 16,798 SH   DFND 1,2 16,798 0 0
ACTIVISION BLIZZARD INC COMMON STOCK 00507V109 4,756 102,133 SH   DFND 1,2 102,133 0 0
AES CORP (THE) COMMON STOCK 00130H105 20,452 1,414,400 SH   DFND 1,2 1,414,400 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 1,586 34,400 SH   DFND 1,2 34,400 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 21,246 155,000 SH   DFND 1,2 155,000 0 0
ALLEGHENY TECHNOLOGIES INC COMMON STOCK 01741R102 6,348 291,604 SH   DFND 1,2 291,604 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 7,410 7,091 SH   DFND 1,2 7,091 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 14,540 14,040 SH   DFND 1,2 14,040 0 0
ALTRIA GROUP INC COMMON STOCK 02209S103 1,062 21,500 SH   DFND 1,2 21,500 0 0
AMAZON.COM INC COMMON STOCK 023135106 9,628 6,410 SH   DFND 1,2 6,410 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 43,917 3,081,900 SH   DFND 1,2 3,081,900 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 6,723 42,502 SH   DFND 1,2 42,502 0 0
AON PLC CL A COMMON STOCK G0408V102 3,714 25,550 SH   DFND 1,2 25,550 0 0
APPLE INC COMMON STOCK 037833100 10,255 65,013 SH   DFND 1,2 65,013 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 300 1,930 SH   DFND 1,2 1,930 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 2,983 78,550 SH   DFND 1,2 78,550 0 0
AVON PRODUCTS INC COMMON STOCK 054303102 2,478 1,630,400 SH   DFND 1,2 1,630,400 0 0
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 2,238 47,552 SH   DFND 1,2 47,552 0 0
BARRICK GOLD CORP (USD) COMMON STOCK 067901108 22,200 1,639,600 SH   DFND 1,2 1,639,600 0 0
BEIGENE LTD ADR COMMON STOCK 07725L102 9,439 67,300 SH   DFND 1,2 67,300 0 0
BLUEBIRD BIO INC COMMON STOCK 09609G100 4,443 44,785 SH   DFND 1,2 44,785 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 3,360 1,951 SH   DFND 1,2 1,951 0 0
BROADCOM INC COMMON STOCK 11135F101 17,929 70,507 SH   DFND 1,2 70,507 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 1,416 58,700 SH   DFND 1,2 58,700 0 0
CARNIVAL CORP COMMON PAIRED STOCK UNITS 143658300 4,295 87,115 SH   DFND 1,2 87,115 0 0
CHEVRON CORP COMMON STOCK 166764100 3,447 31,683 SH   DFND 1,2 31,683 0 0
CHUBB LTD COMMON STOCK H1467J104 2,686 20,790 SH   DFND 1,2 20,790 0 0
CLOROX CO (THE) COMMON STOCK 189054109 755 4,900 SH   DFND 1,2 4,900 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 18,971 100,845 SH   DFND 1,2 100,845 0 0
CMS ENERGY CORP COMMON STOCK 125896100 770 15,500 SH   DFND 1,2 15,500 0 0
CNOOC LTD ADR COMMON STOCK 126132109 625 4,100 SH   DFND 1,2 4,100 0 0
COCA-COLA CO COMMON STOCK 191216100 7,111 150,176 SH   DFND 1,2 150,176 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 1,245 36,560 SH   DFND 1,2 36,560 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 5,276 25,900 SH   DFND 1,2 25,900 0 0
CREDICORP LTD COMMON STOCK G2519Y108 5,941 26,800 SH   DFND 1,2 26,800 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 3,215 29,595 SH   DFND 1,2 29,595 0 0
CROWN CASTLE INTL CORP CV PFD SER A 6.875 PERCENT 08-01-20 (REIT) CONV PREFRD STCK 22822V309 1,284 1,220 SH   DFND 1,2 1,220 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 28,328 1,046,872 SH   DFND 1,2 1,046,872 0 0
DANAHER CORP COMMON STOCK 235851102 9,002 87,300 SH   DFND 1,2 87,300 0 0
DEERE AND CO COMMON STOCK 244199105 7,995 53,599 SH   DFND 1,2 53,599 0 0
DEUTSCHE BANK AG NAMEN COMMON STOCK D18190898 3,244 406,829 SH   DFND 1,2 406,829 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 1,513 14,200 SH   DFND 1,2 14,200 0 0
DOWDUPONT INC COMMON STOCK 26078J100 385 7,200 SH   DFND 1,2 7,200 0 0
EATON CORP PLC COMMON STOCK G29183103 3,083 44,899 SH   DFND 1,2 44,899 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 1,944 34,240 SH   DFND 1,2 34,240 0 0
ELI LILLY AND CO COMMON STOCK 532457108 6,244 53,955 SH   DFND 1,2 53,955 0 0
ENBRIDGE INC COMMON STOCK 29250N105 14,079 453,300 SH   DFND 1,2 453,300 0 0
ENEL AMERICAS SA ADR COMMON STOCK 29274F104 13,570 1,521,264 SH   DFND 1,2 1,521,264 0 0
ENSCO PLC CL A COMMON STOCK G3157S106 12,086 3,395,050 SH   DFND 1,2 3,395,050 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 10,008 114,755 SH   DFND 1,2 114,755 0 0
EQUIFAX INC COMMON STOCK 294429105 3,704 39,770 SH   DFND 1,2 39,770 0 0
EQUINIX INC (REIT) COMMON STOCK 29444U700 1,360 3,858 SH   DFND 1,2 3,858 0 0
ESTRE AMBIENTAL INC REG S COMMON STOCK G3206V100 173 166,920 SH   DFND 1,2 166,920 0 0
EURONET WORLDWIDE INC COMMON STOCK 298736109 2,696 26,330 SH   DFND 1,2 26,330 0 0
EXELON CORP COMMON STOCK 30161N101 735 16,305 SH   DFND 1,2 16,305 0 0
FACEBOOK INC CL A COMMON STOCK 30303M102 4,577 34,915 SH   DFND 1,2 34,915 0 0
GERDAU SA PN ADR COMMON STOCK 373737105 3,794 1,009,100 SH   DFND 1,2 1,009,100 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 844 13,500 SH   DFND 1,2 13,500 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 9,850 95,515 SH   DFND 1,2 95,515 0 0
GODADDY INC CL A COMMON STOCK 380237107 15,033 229,089 SH   DFND 1,2 229,089 0 0
GOL LINHAS AEREAS INTELIGENTES SA PN ADR COMMON STOCK 38045R206 2,054 151,600 SH   DFND 1,2 151,600 0 0
GOLAR LNG LTD (USD) COMMON STOCK G9456A100 1,301 59,800 SH   DFND 1,2 59,800 0 0
HDFC BANK LTD ADR COMMON STOCK 40415F101 10,535 101,700 SH   DFND 1,2 101,700 0 0
HELMERICH AND PAYNE COMMON STOCK 423452101 294 6,135 SH   DFND 1,2 6,135 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 3,171 55,300 SH   DFND 1,2 55,300 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 11,041 153,779 SH   DFND 1,2 153,779 0 0
HP INC COMMON STOCK 40434L105 3,775 184,500 SH   DFND 1,2 184,500 0 0
HUAZHU GROUP LTD ADR COMMON STOCK 44332N106 7,241 252,900 SH   DFND 1,2 252,900 0 0
HUNTINGTON BANCSHARES INC COMMON STOCK 446150104 1,007 84,495 SH   DFND 1,2 84,495 0 0
HUYA INC ADR COMMON STOCK 44852D108 85 5,500 SH   DFND 1,2 5,500 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 8,407 817,020 SH   DFND 1,2 817,020 0 0
IDEX CORP COMMON STOCK 45167R104 1,327 10,512 SH   DFND 1,2 10,512 0 0
INCYTE CORP COMMON STOCK 45337C102 4,734 74,438 SH   DFND 1,2 74,438 0 0
INTEGRA LIFESCIENCES HOLDING COMMON STOCK 457985208 3,952 87,625 SH   DFND 1,2 87,625 0 0
INTEL CORP COMMON STOCK 458140100 4,613 98,295 SH   DFND 1,2 98,295 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 6,885 91,400 SH   DFND 1,2 91,400 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 390 12,036 SH   DFND 1,2 12,036 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 125 5,950 SH   DFND 1,2 5,950 0 0
JOHNSON AND JOHNSON COMMON STOCK 478160104 1,316 10,200 SH   DFND 1,2 10,200 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 2,973 30,453 SH   DFND 1,2 30,453 0 0
KT CORP ADR COMMON STOCK 48268K101 5,385 378,700 SH   DFND 1,2 378,700 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 2,807 53,925 SH   DFND 1,2 53,925 0 0
LOMA NEGRA CIA ADR COMMON STOCK 54150E104 5,169 464,452 SH   DFND 1,2 464,452 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 7,166 89,850 SH   DFND 1,2 89,850 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 2,128 23,400 SH   DFND 1,2 23,400 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 17,340 59,210 SH   DFND 1,2 59,210 0 0
MERCK AND CO INC COMMON STOCK 58933Y105 3,874 50,700 SH   DFND 1,2 50,700 0 0
MICROSOFT CORP COMMON STOCK 594918104 19,493 191,920 SH   DFND 1,2 191,920 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 8,050 201,100 SH   DFND 1,2 201,100 0 0
MOODYS CORP COMMON STOCK 615369105 5,062 36,150 SH   DFND 1,2 36,150 0 0
NASDAQ INC COMMON STOCK 631103108 375 4,600 SH   DFND 1,2 4,600 0 0
NETEASE INC ADR COMMON STOCK 64110W102 4,990 21,200 SH   DFND 1,2 21,200 0 0
NEWMONT MINING CORP COMMON STOCK 651639106 3,247 93,720 SH   DFND 1,2 93,720 0 0
NEXA RESOURCES SA COMMON STOCK L67359106 13,651 1,147,131 SH   DFND 1,2 1,147,131 0 0
NIKE INC CL B COMMON STOCK 654106103 4,939 66,621 SH   DFND 1,2 66,621 0 0
NOAH HOLDINGS LTD CL A ADR COMMON STOCK 65487X102 4,375 101,000 SH   DFND 1,2 101,000 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 9,012 212,604 SH   DFND 1,2 212,604 0 0
NUTRIEN LTD (USD) COMMON STOCK 67077M108 9,162 195,090 SH   DFND 1,2 195,090 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 5,070 82,600 SH   DFND 1,2 82,600 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 6,210 376,110 SH   DFND 1,2 376,110 0 0
PEPSICO INC COMMON STOCK 713448108 1,856 16,800 SH   DFND 1,2 16,800 0 0
PETROLEO BRASILEIRO ON ADR (PETROBRAS) COMMON STOCK 71654V408 264 20,300 SH   DFND 1,2 20,300 0 0
PETROLEO BRASILEIRO PN ADR (PETROBRAS) COMMON STOCK 71654V101 1,778 153,400 SH   DFND 1,2 153,400 0 0
PFIZER INC COMMON STOCK 717081103 1,584 36,300 SH   DFND 1,2 36,300 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 3,063 45,882 SH   DFND 1,2 45,882 0 0
PINDUODUO INC ADR COMMON STOCK 722304102 912 40,655 SH   DFND 1,2 40,655 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 1,172 12,745 SH   DFND 1,2 12,745 0 0
QUALCOMM INC COMMON STOCK 747525103 4,289 75,372 SH   DFND 1,2 75,372 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 1,251 12,794 SH   DFND 1,2 12,794 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 1,853 30,920 SH   DFND 1,2 30,920 0 0
RYANAIR HOLDINGS PLC ADR COMMON STOCK 783513203 5,704 79,950 SH   DFND 1,2 79,950 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 9,482 262,800 SH   DFND 1,2 262,800 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 13,491 238,100 SH   DFND 1,2 238,100 0 0
SEMPRA ENERGY COMMON STOCK 816851109 5,097 47,115 SH   DFND 1,2 47,115 0 0
SEMPRA ENERGY CV PFD SER A 6.0 PERCENT 01-15-21 CONV PREFRD STCK 816851406 777 8,165 SH   DFND 1,2 8,165 0 0
STARBUCKS CORP COMMON STOCK 855244109 3,628 56,337 SH   DFND 1,2 56,337 0 0
STATE STREET CORP COMMON STOCK 857477103 2,555 40,506 SH   DFND 1,2 40,506 0 0
SVB FINANCIAL GROUP COMMON STOCK 78486Q101 2,963 15,600 SH   DFND 1,2 15,600 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 7,452 62,100 SH   DFND 1,2 62,100 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 12,589 341,086 SH   DFND 1,2 341,086 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 4,589 48,560 SH   DFND 1,2 48,560 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 14,300 42,050 SH   DFND 1,2 42,050 0 0
TRIMBLE INC COMMON STOCK 896239100 3,910 118,800 SH   DFND 1,2 118,800 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 3,091 71,100 SH   DFND 1,2 71,100 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 2,183 20,500 SH   DFND 1,2 20,500 0 0
VALE SA ON ADR COMMON STOCK 91912E105 20,477 1,552,449 SH   DFND 1,2 1,552,449 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 1,242 22,100 SH   DFND 1,2 22,100 0 0
VISA INC CL A COMMON STOCK 92826C839 16,755 126,990 SH   DFND 1,2 126,990 0 0
WALGREENS BOOTS ALLIANCE INC COMMON STOCK 931427108 5,466 80,000 SH   DFND 1,2 80,000 0 0
WEATHERFORD INTERNATIONAL PLC COMMON STOCK G48833100 2,077 3,714,900 SH   DFND 1,2 3,714,900 0 0
WELLS FARGO AND CO COMMON STOCK 949746101 356 7,720 SH   DFND 1,2 7,720 0 0
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (DBA WABTEC CORP) COMMON STOCK 929740108 3,425 48,760 SH   DFND 1,2 48,760 0 0
WILLIAMS COMPANIES INC (THE) COMMON STOCK 969457100 1,143 51,820 SH   DFND 1,2 51,820 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 2,278 23,030 SH   DFND 1,2 23,030 0 0
YANDEX NV A COMMON STOCK N97284108 15,473 565,751 SH   DFND 1,2 565,751 0 0
YUM! BRANDS INC COMMON STOCK 988498101 2,335 25,400 SH   DFND 1,2 25,400 0 0