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 250 3,638 SH   DFND 3,638 0 0
AETNA INC NEW COM 00817Y108 136,023 1,983,131 SH   DFND 1 1,983,131 0 0
ALCOA INC COM 013817101 237,015 22,296,766 SH   DFND 1 22,296,766 0 0
ALCOA INC COM 013817101 320 30,148 SH   DFND 30,148 0 0
ALERE INC COM 01449J105 56,992 1,574,370 SH   DFND 1 1,574,370 0 0
ALERE INC COM 01449J105 23 646 SH   DFND 646 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 227,190 8,997,628 SH   DFND 1 8,997,628 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 201 7,949 SH   DFND 7,949 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 960,021 18,805,505 SH   DFND 1 18,805,505 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,648 32,291 SH   DFND 32,291 0 0
APACHE CORP COM 037411105 693,424 8,068,699 SH   DFND 1 8,068,699 0 0
APACHE CORP COM 037411105 970 11,283 SH   DFND 11,283 0 0
APPLE INC COM 037833100 209 372 SH   DFND 372 0 0
APPLE INC COM 037833100 219,425 391,055 SH   DFND 1 391,055 0 0
BAIDU INC SPON ADR REP A 056752108 1,403 7,886 SH   DFND 7,886 0 0
BAIDU INC SPON ADR REP A 056752108 117,974 663,222 SH   DFND 2 663,222 0 0
BAIDU INC SPON ADR REP A 056752108 164,496 924,758 SH   DFND 1 924,758 0 0
BANK OF AMERICA CORPORATION COM 060505104 218,772 14,050,859 SH   DFND 1 14,050,859 0 0
BANK OF AMERICA CORPORATION COM 060505104 276 17,728 SH   DFND 17,728 0 0
BARRICK GOLD CORP COM 067901108 72,290 4,100,379 SH   DFND 1 4,100,379 0 0
BARRICK GOLD CORP COM 067901108 230 13,058 SH   DFND 13,058 0 0
CARNIVAL CORP PAIRED CTF 143658300 257,329 6,406,005 SH   DFND 1 6,406,005 0 0
CARNIVAL CORP PAIRED CTF 143658300 401 9,995 SH   DFND 9,995 0 0
CBS CORP NEW CL B 124857202 109,998 1,725,729 SH   DFND 1 1,725,729 0 0
CBS CORP NEW CL B 124857202 173 2,711 SH   DFND 2,711 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 151,184 12,779,685 SH   DFND 1 12,779,685 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 695 58,780 SH   DFND 58,780 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 7,225 225,418 SH   DFND 1 225,418 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 84 2,628 SH   DFND 2,628 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 2,405 75,030 SH   DFND 2 75,030 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 171,769 1,255,992 SH   DFND 1 1,255,992 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 258 1,890 SH   DFND 1,890 0 0
CHESAPEAKE ENERGY CORP COM 165167107 362,345 13,350,975 SH   DFND 1 13,350,975 0 0
CHESAPEAKE ENERGY CORP COM 165167107 337 12,407 SH   DFND 12,407 0 0
CHINA UNICOM (HONG KONG) LTD SPONSORED ADR 16945R104 1,149 76,310 SH   DFND 1 76,310 0 0
CISCO SYS INC COM 17275R102 2,244 99,951 SH   DFND 1 99,951 0 0
CITIGROUP INC COM NEW 172967424 433,225 8,313,657 SH   DFND 1 8,313,657 0 0
CITIGROUP INC COM NEW 172967424 563 10,796 SH   DFND 10,796 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 323 7,224 SH   DFND 7,224 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 88,240 1,975,383 SH   DFND 1 1,975,383 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 16,377 1,559,721 SH   DFND 1 1,559,721 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 37 3,478 SH   DFND 3,478 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 96,331 1,520,136 SH   DFND 1 1,520,136 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 204 3,221 SH   DFND 3,221 0 0
EBAY INC COM 278642103 473,485 8,626,062 SH   DFND 1 8,626,062 0 0
EBAY INC COM 278642103 512 9,328 SH   DFND 9,328 0 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 85 1,262 SH   DFND 1,262 0 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 124,962 1,852,391 SH   DFND 1 1,852,391 0 0
ERICSSON ADR B SEK 10 294821608 1,094 89,372 SH   DFND 1 89,372 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 78,394 1,116,094 SH   DFND 1 1,116,094 0 0
FACEBOOK INC CL A 30303M102 271 4,950 SH   DFND 4,950 0 0
FACEBOOK INC CL A 30303M102 129,838 2,375,366 SH   DFND 1 2,375,366 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 219,382 6,760,624 SH   DFND 1 6,760,624 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 216 6,658 SH   DFND 6,658 0 0
GAFISA S A SPONS ADR 362607301 22,272 7,115,634 SH   DFND 1 7,115,634 0 0
GAFISA S A SPONS ADR 362607301 97 30,904 SH   DFND 30,904 0 0
GENERAL MTRS CO COM 37045V100 527 12,897 SH   DFND 12,897 0 0
GENERAL MTRS CO COM 37045V100 341,581 8,357,754 SH   DFND 1 8,357,754 0 0
GILEAD SCIENCES INC COM 375558103 52,927 704,289 SH   DFND 1 704,289 0 0
GILEAD SCIENCES INC COM 375558103 88 1,169 SH   DFND 1,169 0 0
GOOGLE INC CL A 38259P508 123,237 109,963 SH   DFND 1 109,963 0 0
GOOGLE INC CL A 38259P508 229 204 SH   DFND 204 0 0
HCA HOLDINGS INC COM 40412C101 233,692 4,898,173 SH   DFND 1 4,898,173 0 0
HCA HOLDINGS INC COM 40412C101 253 5,308 SH   DFND 5,308 0 0
HERBALIFE LTD COM USD SHS G4412G101 69,266 880,121 SH   DFND 1 880,121 0 0
HERBALIFE LTD COM USD SHS G4412G101 108 1,367 SH   DFND 1,367 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 108 2,203 SH   DFND 2,203 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 81,350 1,652,457 SH   DFND 1 1,652,457 0 0
HUMANA INC COM 444859102 361,979 3,506,873 SH   DFND 1 3,506,873 0 0
HUMANA INC COM 444859102 513 4,970 SH   DFND 4,970 0 0
INTEL CORP COM 458140100 4,333 166,914 SH   DFND 1 166,914 0 0
JPMORGAN CHASE & CO COM 46625H100 2,098 35,883 SH   DFND 1 35,883 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 1,402 34,601 SH   DFND 1 34,601 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 4,735 285,046 SH   DFND 1 285,046 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 574 6,447 SH   DFND 6,447 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 192,104 2,158,711 SH   DFND 1 2,158,711 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 299,613 3,553,284 SH   DFND 1 3,553,284 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 1,253 14,860 SH   DFND 14,860 0 0
MCDERMOTT INTL INC COM 580037109 18,851 2,058,021 SH   DFND 1 2,058,021 0 0
MCDERMOTT INTL INC COM 580037109 285 31,128 SH   DFND 31,128 0 0
MERCADOLIBRE INC COM 58733R102 422 3,911 SH   DFND 3,911 0 0
MERCADOLIBRE INC COM 58733R102 123,740 1,147,977 SH   DFND 1 1,147,977 0 0
MICRON TECHNOLOGY INC COM 595112103 472,698 21,723,247 SH   DFND 1 21,723,247 0 0
MICRON TECHNOLOGY INC COM 595112103 818 37,610 SH   DFND 37,610 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 719,708 10,662,344 SH   DFND 1 10,662,344 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 920 13,623 SH   DFND 13,623 0 0
MURPHY OIL CORP COM 626717102 217 3,351 SH   DFND 3,351 0 0
MURPHY OIL CORP COM 626717102 131,535 2,027,352 SH   DFND 1 2,027,352 0 0
MURPHY USA INC COM 626755102 2,813 67,688 SH   DFND 1 67,688 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,977 50,000 SH   DFND 1 50,000 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 136 3,680 SH   DFND 3,680 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 172,231 4,659,931 SH   DFND 1 4,659,931 0 0
NETEASE INC SPONSORED ADR 64110W102 214,708 2,731,648 SH   DFND 2 2,731,648 0 0
NETEASE INC SPONSORED ADR 64110W102 1,084,795 13,801,461 SH   DFND 1 13,801,461 0 0
NETEASE INC SPONSORED ADR 64110W102 4,200 53,431 SH   DFND 53,431 0 0
NEWS CORP NEW CL B 65249B208 9 516 SH   DFND 516 0 0
NEWS CORP NEW CL B 65249B208 162 9,080 SH   DFND 1 9,080 0 0
NOKIA CORP SPONSORED ADR 654902204 86 10,648 SH   DFND 10,648 0 0
NOKIA CORP SPONSORED ADR 654902204 48,001 5,918,794 SH   DFND 1 5,918,794 0 0
NOVO-NORDISK A S ADR 670100205 1,804 9,762 SH   DFND 1 9,762 0 0
POTASH CORP SASK INC COM 73755L107 21 637 SH   DFND 1 637 0 0
QUALCOMM INC COM 747525103 1,236 16,644 SH   DFND 1 16,644 0 0
RIVERBED TECHNOLOGY INC COM 768573107 375 20,766 SH   DFND 20,766 0 0
RIVERBED TECHNOLOGY INC COM 768573107 228,334 12,629,093 SH   DFND 1 12,629,093 0 0
ROCKWOOD HLDGS INC COM 774415103 265,124 3,686,371 SH   DFND 1 3,686,371 0 0
ROCKWOOD HLDGS INC COM 774415103 852 11,852 SH   DFND 11,852 0 0
ROVI CORP COM 779376102 42,349 2,150,792 SH   DFND 1 2,150,792 0 0
ROVI CORP COM 779376102 40 2,038 SH   DFND 2,038 0 0
ROYAL BK SCOTLAND GROUP PLC SPONS ADR 20 ORD 780097689 411 36,273 SH   DFND 1 36,273 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 1,075 23,530 SH   DFND 1 23,530 0 0
SINA CORP ORD G81477104 95,143 1,129,294 SH   DFND 1 1,129,294 0 0
SINA CORP ORD G81477104 151 1,791 SH   DFND 1,791 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 49,884 2,026,150 SH   DFND 2 2,026,150 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 963 39,113 SH   DFND 39,113 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 261,072 10,604,062 SH   DFND 1 10,604,062 0 0
SLM CORP COM 78442P106 134,035 5,100,276 SH   DFND 1 5,100,276 0 0
SLM CORP COM 78442P106 105 4,001 SH   DFND 4,001 0 0
SOHU COM INC COM 83408W103 159,824 2,191,477 SH   DFND 2 2,191,477 0 0
SOHU COM INC COM 83408W103 1,318 18,078 SH   DFND 18,078 0 0
SOHU COM INC COM 83408W103 294,365 4,036,272 SH   DFND 1 4,036,272 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 55,196 1,619,592 SH   DFND 1 1,619,592 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,037 116,885 SH   DFND 1 116,885 0 0
TIDEWATER INC COM 886423102 75,599 1,275,497 SH   DFND 1 1,275,497 0 0
TIDEWATER INC COM 886423102 52 873 SH   DFND 873 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 51 1,440 SH   DFND 1,440 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 52,820 1,501,428 SH   DFND 1 1,501,428 0 0
UNITEDHEALTH GROUP INC COM 91324P102 125,930 1,672,379 SH   DFND 1 1,672,379 0 0
UNITEDHEALTH GROUP INC COM 91324P102 121 1,605 SH   DFND 1,605 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 407,712 3,472,848 SH   DFND 1 3,472,848 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,311 11,169 SH   DFND 11,169 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 64,803 1,648,516 SH   DFND 1 1,648,516 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 613 15,595 SH   DFND 15,595 0 0
WALGREEN CO COM 931422109 264 4,603 SH   DFND 4,603 0 0
WALGREEN CO COM 931422109 169,334 2,948,008 SH   DFND 1 2,948,008 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 786,947 50,803,581 SH   DFND 1 50,803,581 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 2,473 159,621 SH   DFND 159,621 0 0
WELLPOINT INC COM 94973V107 349,439 3,782,219 SH   DFND 1 3,782,219 0 0
WELLPOINT INC COM 94973V107 337 3,647 SH   DFND 3,647 0 0
WPX ENERGY INC COM 98212B103 2,880 141,308 SH   DFND 1 141,308 0 0
XPO LOGISTICS INC COM 983793100 54,484 2,072,435 SH   DFND 1 2,072,435 0 0
XPO LOGISTICS INC COM 983793100 117 4,433 SH   DFND 4,433 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 112,518 3,713,451 SH   DFND 1 3,713,451 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 25,480 840,925 SH   DFND 2 840,925 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 483 15,944 SH   DFND 15,944 0 0