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
ABBOTT LABORATORIES COMMON STOCK 002824100 2,376 28,400 SH   DFND 1,2 28,400 0 0
ABBVIE INC COMMON STOCK 00287Y109 3,058 40,390 SH   DFND 1,2 40,390 0 0
ACCENTURE PLC CL A COMMON STOCK G1151C101 1,000 5,198 SH   DFND 1,2 5,198 0 0
ACTIVISION BLIZZARD INC COMMON STOCK 00507V109 8,453 159,739 SH   DFND 1,2 159,739 0 0
AES CORP (THE) COMMON STOCK 00130H105 7,882 482,398 SH   DFND 1,2 482,398 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 719 22,200 SH   DFND 1,2 22,200 0 0
AIR PRODUCTS AND CHEMICALS INC COMMON STOCK 009158106 976 4,400 SH   DFND 1,2 4,400 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 19,166 114,607 SH   DFND 1,2 114,607 0 0
ALLEGHENY TECHNOLOGIES INC COMMON STOCK 01741R102 5,759 284,417 SH   DFND 1,2 284,417 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 3,637 2,978 SH   DFND 1,2 2,978 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 10,408 8,538 SH   DFND 1,2 8,538 0 0
ALTRIA GROUP INC COMMON STOCK 02209S103 753 18,400 SH   DFND 1,2 18,400 0 0
AMAZON.COM INC COMMON STOCK 023135106 5,607 3,230 SH   DFND 1,2 3,230 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 21,609 1,454,155 SH   DFND 1,2 1,454,155 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 5,512 24,928 SH   DFND 1,2 24,928 0 0
ANTHEM INC COMMON STOCK 036752103 1,150 4,790 SH   DFND 1,2 4,790 0 0
AON PLC CL A COMMON STOCK G0408V102 2,168 11,200 SH   DFND 1,2 11,200 0 0
APPLE INC COMMON STOCK 037833100 6,842 30,547 SH   DFND 1,2 30,547 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 479 1,930 SH   DFND 1,2 1,930 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 3,483 78,150 SH   DFND 1,2 78,150 0 0
AZUL SA PN ADR COMMON STOCK 05501U106 1,568 43,767 SH   DFND 1,2 43,767 0 0
BARRICK GOLD CORP (USD) COMMON STOCK 067901108 16,926 976,700 SH   DFND 1,2 976,700 0 0
BEIGENE LTD ADR COMMON STOCK 07725L102 14,233 116,225 SH   DFND 1,2 116,225 0 0
BLACKROCK INC COMMON STOCK 09247X101 1,649 3,700 SH   DFND 1,2 3,700 0 0
BLUEBIRD BIO INC COMMON STOCK 09609G100 2,046 22,285 SH   DFND 1,2 22,285 0 0
BOEING CO COMMON STOCK 097023105 10,108 26,568 SH   DFND 1,2 26,568 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 4,594 2,341 SH   DFND 1,2 2,341 0 0
BROADCOM INC COMMON STOCK 11135F101 7,060 25,573 SH   DFND 1,2 25,573 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 974 36,600 SH   DFND 1,2 36,600 0 0
CARNIVAL CORP COMMON PAIRED STOCK COMMON STOCK 143658300 1,969 45,036 SH   DFND 1,2 45,036 0 0
CHEVRON CORP COMMON STOCK 166764100 2,944 24,820 SH   DFND 1,2 24,820 0 0
CHUBB LTD COMMON STOCK H1467J104 2,041 12,640 SH   DFND 1,2 12,640 0 0
CLOROX CO (THE) COMMON STOCK 189054109 592 3,900 SH   DFND 1,2 3,900 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 11,779 55,736 SH   DFND 1,2 55,736 0 0
CMS ENERGY CORP COMMON STOCK 125896100 876 13,700 SH   DFND 1,2 13,700 0 0
CNOOC LTD ADR COMMON STOCK 126132109 1,789 11,750 SH   DFND 1,2 11,750 0 0
COCA-COLA CO COMMON STOCK 191216100 7,841 144,030 SH   DFND 1,2 144,030 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104 1,783 31,300 SH   DFND 1,2 31,300 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 4,242 14,725 SH   DFND 1,2 14,725 0 0
CREDICORP LTD COMMON STOCK G2519Y108 3,669 17,600 SH   DFND 1,2 17,600 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 3,460 24,890 SH   DFND 1,2 24,890 0 0
CROWN CASTLE INTL CORP CV PFD SER A 6.875 PERCENT 08-01-20 (REIT) CONV PREFRD STCK 22822V309 1,540 1,220 SH   DFND 1,2 1,220 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 17,513 597,929 SH   DFND 1,2 597,929 0 0
DANAHER CORP COMMON STOCK 235851102 7,006 48,510 SH   DFND 1,2 48,510 0 0
DEERE AND CO COMMON STOCK 244199105 5,521 32,729 SH   DFND 1,2 32,729 0 0
DESPEGAR.COM CORP COMMON STOCK G27358103 2,056 181,600 SH   DFND 1,2 181,600 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 1,843 14,200 SH   DFND 1,2 14,200 0 0
DOW INC COMMON STOCK 260557103 896 18,800 SH   DFND 1,2 18,800 0 0
EATON CORP PLC COMMON STOCK G29183103 233 2,807 SH   DFND 1,2 2,807 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 2,613 34,640 SH   DFND 1,2 34,640 0 0
ELI LILLY AND CO COMMON STOCK 532457108 2,232 19,955 SH   DFND 1,2 19,955 0 0
ENBRIDGE INC COMMON STOCK 29250N105 5,683 161,900 SH   DFND 1,2 161,900 0 0
ENEL AMERICAS SA ADR COMMON STOCK 29274F104 8,320 913,302 SH   DFND 1,2 913,302 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 7,801 105,105 SH   DFND 1,2 105,105 0 0
EQUIFAX INC COMMON STOCK 294429105 3,245 23,070 SH   DFND 1,2 23,070 0 0
EQUINIX INC (REIT) COMMON STOCK 29444U700 6,068 10,520 SH   DFND 1,2 10,520 0 0
EQUITRANS MIDSTREAM CORP COMMON STOCK 294600101 1,107 76,110 SH   DFND 1,2 76,110 0 0
ESTRE AMBIENTAL INC REG S (DRS) COMMON STOCK G3206V100 80 166,920 SH   DFND 1,2 166,920 0 0
EURONET WORLDWIDE INC COMMON STOCK 298736109 1,799 12,300 SH   DFND 1,2 12,300 0 0
EVEREST RE GROUP LTD COMMON STOCK G3223R108 692 2,600 SH   DFND 1,2 2,600 0 0
FACEBOOK INC CL A COMMON STOCK 30303M102 6,157 34,575 SH   DFND 1,2 34,575 0 0
GERDAU SA PN ADR COMMON STOCK 373737105 4,416 1,402,000 SH   DFND 1,2 1,402,000 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 2,492 39,325 SH   DFND 1,2 39,325 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 6,346 39,915 SH   DFND 1,2 39,915 0 0
GODADDY INC CL A COMMON STOCK 380237107 8,109 122,895 SH   DFND 1,2 122,895 0 0
GOL LINHAS AEREAS INTELIGENTES SA PN ADR COMMON STOCK 38045R206 3,253 210,304 SH   DFND 1,2 210,304 0 0
HDFC BANK LTD ADR COMMON STOCK 40415F101 3,002 52,624 SH   DFND 1,2 52,624 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 5,568 59,805 SH   DFND 1,2 59,805 0 0
HP INC COMMON STOCK 40434L105 1,760 93,000 SH   DFND 1,2 93,000 0 0
HUAZHU GROUP LTD ADR COMMON STOCK 44332N106 12,865 389,600 SH   DFND 1,2 389,600 0 0
HUTCHISON CHINA MEDITECH LTD ADR COMMON STOCK 44842L103 14,511 813,392 SH   DFND 1,2 813,392 0 0
HUYA INC ADR COMMON STOCK 44852D108 2,745 116,100 SH   DFND 1,2 116,100 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 7,127 585,170 SH   DFND 1,2 585,170 0 0
IDEX CORP COMMON STOCK 45167R104 936 5,712 SH   DFND 1,2 5,712 0 0
INCYTE CORP COMMON STOCK 45337C102 1,584 21,338 SH   DFND 1,2 21,338 0 0
INTEGRA LIFESCIENCES HOLDING COMMON STOCK 457985208 2,266 37,725 SH   DFND 1,2 37,725 0 0
INTEL CORP COMMON STOCK 458140100 5,763 111,830 SH   DFND 1,2 111,830 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 4,171 45,200 SH   DFND 1,2 45,200 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 2,407 20,453 SH   DFND 1,2 20,453 0 0
KLA CORP COMMON STOCK 482480100 613 3,845 SH   DFND 1,2 3,845 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 2,866 49,625 SH   DFND 1,2 49,625 0 0
LOMA NEGRA CIA ADR COMMON STOCK 54150E104 3,819 664,125 SH   DFND 1,2 664,125 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 4,857 48,550 SH   DFND 1,2 48,550 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 4,840 8,780 SH   DFND 1,2 8,780 0 0
MERCK AND CO INC COMMON STOCK 58933Y105 3,174 37,700 SH   DFND 1,2 37,700 0 0
MICROSOFT CORP COMMON STOCK 594918104 14,288 102,770 SH   DFND 1,2 102,770 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 4,415 79,800 SH   DFND 1,2 79,800 0 0
MOODYS CORP COMMON STOCK 615369105 3,902 19,050 SH   DFND 1,2 19,050 0 0
NASDAQ INC COMMON STOCK 631103108 437 4,400 SH   DFND 1,2 4,400 0 0
NETAPP INC COMMON STOCK 64110D104 2,151 40,970 SH   DFND 1,2 40,970 0 0
NETEASE INC ADR COMMON STOCK 64110W102 2,912 10,941 SH   DFND 1,2 10,941 0 0
NEWMONT GOLDCORP CORP COMMON STOCK 651639106 5,055 133,295 SH   DFND 1,2 133,295 0 0
NEXA RESOURCES SA COMMON STOCK L67359106 10,520 1,117,939 SH   DFND 1,2 1,117,939 0 0
NIKE INC CL B COMMON STOCK 654106103 2,575 27,421 SH   DFND 1,2 27,421 0 0
NOAH HOLDINGS LTD CL A ADR COMMON STOCK 65487X102 2,637 90,300 SH   DFND 1,2 90,300 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 6,124 118,294 SH   DFND 1,2 118,294 0 0
NUTRIEN LTD (USD) COMMON STOCK 67077M108 4,129 82,850 SH   DFND 1,2 82,850 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 627 14,100 SH   DFND 1,2 14,100 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 1,569 81,700 SH   DFND 1,2 81,700 0 0
PETROLEO BRASILEIRO ON ADR (PETROBRAS) COMMON STOCK 71654V408 3,222 222,700 SH   DFND 1,2 222,700 0 0
PETROLEO BRASILEIRO PN ADR (PETROBRAS) COMMON STOCK 71654V101 1,173 89,300 SH   DFND 1,2 89,300 0 0
PFIZER INC COMMON STOCK 717081103 1,121 31,200 SH   DFND 1,2 31,200 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 6,471 85,228 SH   DFND 1,2 85,228 0 0
PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 1,023 7,300 SH   DFND 1,2 7,300 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 1,336 10,745 SH   DFND 1,2 10,745 0 0
QUALCOMM INC COMMON STOCK 747525103 2,584 33,872 SH   DFND 1,2 33,872 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 1,853 17,102 SH   DFND 1,2 17,102 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 1,618 27,020 SH   DFND 1,2 27,020 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 3,061 89,590 SH   DFND 1,2 89,590 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 8,469 99,170 SH   DFND 1,2 99,170 0 0
SEMPRA ENERGY COMMON STOCK 816851109 3,279 22,215 SH   DFND 1,2 22,215 0 0
SEMPRA ENERGY CV PFD SER A 6.0 PERCENT 01-15-21 CONV PREFRD STCK 816851406 1,196 10,120 SH   DFND 1,2 10,120 0 0
STATE STREET CORP COMMON STOCK 857477103 479 8,090 SH   DFND 1,2 8,090 0 0
SUNTRUST BANKS INC COMMON STOCK 867914103 1,617 23,500 SH   DFND 1,2 23,500 0 0
SVB FINANCIAL GROUP COMMON STOCK 78486Q101 1,881 9,000 SH   DFND 1,2 9,000 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 8,217 176,786 SH   DFND 1,2 176,786 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 2,379 18,410 SH   DFND 1,2 18,410 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 5,666 10,883 SH   DFND 1,2 10,883 0 0
TRIMBLE INC COMMON STOCK 896239100 1,968 50,700 SH   DFND 1,2 50,700 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 1,591 37,200 SH   DFND 1,2 37,200 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 969 7,100 SH   DFND 1,2 7,100 0 0
VALARIS PLC CL A COMMON STOCK G9402V109 1,279 265,905 SH   DFND 1,2 265,905 0 0
VALE SA ON ADR COMMON STOCK 91912E105 3,778 328,507 SH   DFND 1,2 328,507 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 851 14,100 SH   DFND 1,2 14,100 0 0
VISA INC CL A COMMON STOCK 92826C839 10,845 63,050 SH   DFND 1,2 63,050 0 0
WALGREENS BOOTS ALLIANCE INC COMMON STOCK 931427108 1,289 23,300 SH   DFND 1,2 23,300 0 0
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (DBA WABTEC CORP) COMMON STOCK 929740108 1,571 21,860 SH   DFND 1,2 21,860 0 0
WILLIAMS COMPANIES INC (THE) COMMON STOCK 969457100 1,581 65,720 SH   DFND 1,2 65,720 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 1,406 12,930 SH   DFND 1,2 12,930 0 0
YANDEX NV A COMMON STOCK N97284108 8,660 247,351 SH   DFND 1,2 247,351 0 0
YUM! BRANDS INC COMMON STOCK 988498101 1,679 14,800 SH   DFND 1,2 14,800 0 0
BIOHAVEN PHARMACEUTICAL HOLDING CO LTD COMMON STOCK G11196105 3,096 74,201 SH   DFND 1,2 74,201 0 0
EDWARDS LIFESCIENCES CORP COMMON STOCK 28176E108 4,343 19,750 SH   DFND 1,2 19,750 0 0
ELANCO ANIMAL HEALTH INC COMMON STOCK 28414H103 1,723 64,800 SH   DFND 1,2 64,800 0 0
HILTON GRAND VACATIONS INC COMMON STOCK 43283X105 1,696 53,000 SH   DFND 1,2 53,000 0 0
LINDE PLC COMMON STOCK G5494J103 1,453 7,500 SH   DFND 1,2 7,500 0 0
NEUROCRINE BIOSCIENCES INC COMMON STOCK 64125C109 2,172 24,100 SH   DFND 1,2 24,100 0 0
SAGE THERAPEUTICS INC COMMON STOCK 78667J108 1,543 11,000 SH   DFND 1,2 11,000 0 0
SERVICENOW INC COMMON STOCK 81762P102 1,350 5,320 SH   DFND 1,2 5,320 0 0
SPOTIFY TECHNOLOGY SA COMMON STOCK L8681T102 2,673 23,446 SH   DFND 1,2 23,446 0 0