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
AETNA INC NEW COM 00817Y108 355 5,587 SH   DFND 5,587 0 0
AETNA INC NEW COM 00817Y108 168,892 2,658,046 SH   DFND 1 2,658,046 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,941 43,416 SH   DFND 43,416 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 990,576 22,160,532 SH   DFND 1 22,160,532 0 0
APACHE CORP COM 037411105 482 5,754 SH   DFND 5,754 0 0
APACHE CORP COM 037411105 466,138 5,560,518 SH   DFND 1 5,560,518 0 0
BAIDU INC SPON ADR REP A 056752108 1,268 13,418 SH   DFND 13,418 0 0
BAIDU INC SPON ADR REP A 056752108 81,176 858,732 SH   DFND 2 858,732 0 0
BAIDU INC SPON ADR REP A 056752108 175,455 1,856,073 SH   DFND 1 1,856,073 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 108,855 1,933,146 SH   DFND 1 1,933,146 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 146 2,593 SH   DFND 2,593 0 0
CAPITAL ONE FINL CORP COM 14040H105 389 6,198 SH   DFND 1 6,198 0 0
CBS CORP NEW CL B 124857202 209,173 4,280,186 SH   DFND 1 4,280,186 0 0
CBS CORP NEW CL B 124857202 344 7,047 SH   DFND 7,047 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 69,263 6,546,610 SH   DFND 1 6,546,610 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 88 8,308 SH   DFND 8,308 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 234,343 1,892,151 SH   DFND 1 1,892,151 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 372 3,000 SH   DFND 3,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 314,100 15,412,154 SH   DFND 1 15,412,154 0 0
CHESAPEAKE ENERGY CORP COM 165167107 305 14,985 SH   DFND 14,985 0 0
CISCO SYS INC COM 17275R102 2,666 109,655 SH   DFND 1 109,655 0 0
CITIGROUP INC COM NEW 172967424 319,814 6,666,967 SH   DFND 1 6,666,967 0 0
CITIGROUP INC COM NEW 172967424 499 10,395 SH   DFND 10,395 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 91,625 2,015,515 SH   DFND 1 2,015,515 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 353 7,759 SH   DFND 7,759 0 0
CST BRANDS INC COM 12646R105 46 1,500 SH   DFND 1,500 0 0
CST BRANDS INC COM 12646R105 36,001 1,168,488 SH   DFND 1 1,168,488 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 154 1,276 SH   DFND 1,276 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 202,108 1,673,078 SH   DFND 1 1,673,078 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 27,870 6,421,546 SH   DFND 2 6,421,546 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 39,923 9,198,794 SH   DFND 1 9,198,794 0 0
ERICSSON ADR B SEK 10 294821608 918 81,400 SH   DFND 1 81,400 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 326 5,284 SH   DFND 5,284 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 167,563 2,716,211 SH   DFND 1 2,716,211 0 0
GENERAL MTRS CO COM 37045V100 769 23,091 SH   DFND 23,091 0 0
GENERAL MTRS CO COM 37045V100 436,711 13,110,496 SH   DFND 1 13,110,496 0 0
GENERAL MTRS CO JR PFD CNV SRB 37045V209 3,788 78,647 SH   DFND 1 78,647 0 0
GILEAD SCIENCES INC COM 375558103 60 1,169 SH   DFND 1,169 0 0
GILEAD SCIENCES INC COM 375558103 45,878 895,880 SH   DFND 1 895,880 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 403 2,662 SH   DFND 2,662 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 181,177 1,197,864 SH   DFND 1 1,197,864 0 0
GOOGLE INC CL A 38259P508 378 429 SH   DFND 429 0 0
GOOGLE INC CL A 38259P508 186,908 212,306 SH   DFND 1 212,306 0 0
HCA HOLDINGS INC COM 40412C101 210 5,824 SH   DFND 5,824 0 0
HCA HOLDINGS INC COM 40412C101 192,479 5,337,746 SH   DFND 1 5,337,746 0 0
HEWLETT PACKARD CO COM 428236103 85,027 3,428,521 SH   DFND 1 3,428,521 0 0
HEWLETT PACKARD CO COM 428236103 104 4,176 SH   DFND 4,176 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 97 1,807 SH   DFND 1,807 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 71,253 1,331,833 SH   DFND 1 1,331,833 0 0
HUMANA INC COM 444859102 652 7,728 SH   DFND 7,728 0 0
HUMANA INC COM 444859102 420,888 4,988,011 SH   DFND 1 4,988,011 0 0
INTEL CORP COM 458140100 4,162 171,853 SH   DFND 1 171,853 0 0
JPMORGAN CHASE & CO COM 46625H100 1,345 25,475 SH   DFND 1 25,475 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 548 18,494 SH   DFND 1 18,494 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 2,963 261,995 SH   DFND 1 261,995 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 136,053 1,836,574 SH   DFND 1 1,836,574 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 336 4,541 SH   DFND 4,541 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 140,712 2,072,640 SH   DFND 1 2,072,640 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 656 9,656 SH   DFND 9,656 0 0
MERCADOLIBRE INC COM 58733R102 487 4,522 SH   DFND 4,522 0 0
MERCADOLIBRE INC COM 58733R102 95,373 885,050 SH   DFND 1 885,050 0 0
MICRON TECHNOLOGY INC COM 595112103 2,253 157,190 SH   DFND 157,190 0 0
MICRON TECHNOLOGY INC COM 595112103 1,082,860 75,565,964 SH   DFND 1 75,565,964 0 0
MICROSOFT CORP COM 594918104 241 6,975 SH   DFND 6,975 0 0
MICROSOFT CORP COM 594918104 226,174 6,550,077 SH   DFND 1 6,550,077 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 328 5,681 SH   DFND 5,681 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 288,629 4,999,631 SH   DFND 1 4,999,631 0 0
MURPHY OIL CORP COM 626717102 204 3,351 SH   DFND 3,351 0 0
MURPHY OIL CORP COM 626717102 120,224 1,974,451 SH   DFND 1 1,974,451 0 0
NETEASE INC SPONSORED ADR 64110W102 3,774 59,739 SH   DFND 59,739 0 0
NETEASE INC SPONSORED ADR 64110W102 992,032 15,704,170 SH   DFND 1 15,704,170 0 0
NETEASE INC SPONSORED ADR 64110W102 172,672 2,733,451 SH   DFND 2 2,733,451 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 2,317 165,484 SH   DFND 1 165,484 0 0
NEWS CORP CL A 65248E104 195 5,971 SH   DFND 5,971 0 0
NEWS CORP CL A 65248E104 116,829 3,583,714 SH   DFND 1 3,583,714 0 0
NEWS CORP CL B 65248E203 155 4,713 SH   DFND 4,713 0 0
NEWS CORP CL B 65248E203 72,127 2,197,654 SH   DFND 1 2,197,654 0 0
NOVO-NORDISK A S ADR 670100205 28,849 186,158 SH   DFND 1 186,158 0 0
PANDORA MEDIA INC COM 698354107 203 11,021 SH   DFND 11,021 0 0
PANDORA MEDIA INC COM 698354107 177,825 9,664,377 SH   DFND 1 9,664,377 0 0
RIVERBED TECHNOLOGY INC COM 768573107 137 8,813 SH   DFND 8,813 0 0
RIVERBED TECHNOLOGY INC COM 768573107 116,352 7,477,666 SH   DFND 1 7,477,666 0 0
ROCKWOOD HLDGS INC COM 774415103 707 11,048 SH   DFND 11,048 0 0
ROCKWOOD HLDGS INC COM 774415103 232,224 3,626,804 SH   DFND 1 3,626,804 0 0
ROVI CORP COM 779376102 47 2,038 SH   DFND 2,038 0 0
ROVI CORP COM 779376102 54,154 2,370,997 SH   DFND 1 2,370,997 0 0
SAP AG SPON ADR 803054204 794 10,907 SH   DFND 1 10,907 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 462 13,232 SH   DFND 13,232 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 108,313 3,103,534 SH   DFND 1 3,103,534 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 615 30,249 SH   DFND 30,249 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 169,725 8,348,488 SH   DFND 1 8,348,488 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 30,884 1,519,157 SH   DFND 2 1,519,157 0 0
SOHU COM INC COM 83408W103 1,219 19,786 SH   DFND 19,786 0 0
SOHU COM INC COM 83408W103 266,129 4,318,873 SH   DFND 1 4,318,873 0 0
SOHU COM INC COM 83408W103 127,052 2,061,865 SH   DFND 2 2,061,865 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 68,684 3,197,570 SH   DFND 1 3,197,570 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 90 10,064 SH   DFND 10,064 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 11,506 1,279,855 SH   DFND 1 1,279,855 0 0
UNITEDHEALTH GROUP INC COM 91324P102 438 6,691 SH   DFND 6,691 0 0
UNITEDHEALTH GROUP INC COM 91324P102 289,487 4,420,998 SH   DFND 1 4,420,998 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,146 13,310 SH   DFND 13,310 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 354,283 4,115,740 SH   DFND 1 4,115,740 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 578 20,107 SH   DFND 20,107 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 62,614 2,178,637 SH   DFND 1 2,178,637 0 0
WALGREEN CO COM 931422109 432 9,766 SH   DFND 9,766 0 0
WALGREEN CO COM 931422109 263,033 5,950,982 SH   DFND 1 5,950,982 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 2,121 154,831 SH   DFND 154,831 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 740,512 54,051,961 SH   DFND 1 54,051,961 0 0
WELLPOINT INC COM 94973V107 770 9,413 SH   DFND 9,413 0 0
WELLPOINT INC COM 94973V107 637,651 7,791,434 SH   DFND 1 7,791,434 0 0