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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   270 5,500 SH   DFND 1,3 5,500 0 0
ABBVIE INC COM 00287Y109   17,963 267,350 SH   DFND 1,3 267,350 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   222 2,700 SH   DFND 1,3 2,700 0 0
ALTRIA GROUP INC COM 02209S103   1,473 30,112 SH   DFND 1,3 30,112 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   19,866 321,360 SH   DFND 1,3 321,360 0 0
AMERISOURCEBERGEN CORP COM 03073E105   8,171 76,843 SH   DFND 1,3 76,843 0 0
ANADARKO PETE CORP COM 032511107   5,255 67,320 SH   DFND 1,3 67,320 0 0
APPLE INC COM 037833100   35,113 279,951 SH   DFND 1,3 279,951 0 0
BAIDU INC SPON ADR REP A 056752108   256 1,284 SH   DFND 1,3 1,284 0 0
BAKER HUGHES INC COM 057224107   716 11,600 SH   DFND 1,3 11,600 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109   13,842 683,540 SH   DFND 1,3 629,672 0 53,868
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109   3,445 170,100 SH   DFND 1,2 170,100 0 0
BANK MONTREAL QUE COM 063671101   14,192 239,400 SH   DFND 1,3 239,400 0 0
BHP BILLITON LTD SPONSORED ADR 088606108   1,006 24,700 SH   DFND 1,3 24,700 0 0
CATERPILLAR INC DEL COM 149123101   14,270 168,243 SH   DFND 1,3 168,243 0 0
CELGENE CORP COM 151020104   11,207 96,831 SH   DFND 1,3 96,831 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   5,555 69,835 SH   DFND 1,3 69,835 0 0
CHEVRON CORP NEW COM 166764100   29,477 305,551 SH   DFND 1,3 305,551 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106   438 3,800 SH   DFND 1,3 3,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   43,236 707,743 SH   DFND 1,3 671,143 0 36,600
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   7,141 116,900 SH   DFND 1,2 116,900 0 0
COMCAST CORP NEW CL A 20030N101   13,159 218,800 SH   DFND 1,3 218,800 0 0
COOPER COS INC COM NEW 216648402   14,291 80,300 SH   DFND 1,3 80,300 0 0
COSAN LTD SHS A G25343107   13,864 2,250,600 SH   DFND 1,3 2,092,800 0 157,800
COSAN LTD SHS A G25343107   5,306 861,400 SH   DFND 1,2 861,400 0 0
CREDICORP LTD COM G2519Y108   28,091 202,213 SH   DFND 1,3 186,309 0 15,904
CREDICORP LTD COM G2519Y108   7,006 50,431 SH   DFND 1,2 50,431 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101   10,170 126,650 SH   DFND 1,3 126,650 0 0
CROWN HOLDINGS INC COM 228368106   873 16,500 SH   DFND 1,3 16,500 0 0
CVS HEALTH CORP COM 126650100   22,746 216,874 SH   DFND 1,3 216,874 0 0
CYTEC INDS INC COM 232820100   8,432 139,300 SH   DFND 1,3 139,300 0 0
DANAHER CORP DEL COM 235851102   10,425 121,799 SH   DFND 1,3 121,799 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106   1,251 14,707 SH   DFND 1,3 14,707 0 0
DISCOVER FINL SVCS COM 254709108   8,272 143,563 SH   DFND 1,3 143,563 0 0
EASTMAN CHEM CO COM 277432100   1,113 13,600 SH   DFND 1,3 13,600 0 0
EATON CORP PLC SHS G29183103   16,589 245,800 SH   DFND 1,3 245,800 0 0
EBAY INC COM 278642103   9,458 157,000 SH   DFND 1,3 157,000 0 0
EOG RES INC COM 26875P101   5,883 67,200 SH   DFND 1,3 67,200 0 0
EXXON MOBIL CORP COM 30231G102   1,306 15,700 SH   DFND 1,3 15,700 0 0
FIFTH THIRD BANCORP COM 316773100   6,731 323,300 SH   DFND 1,3 323,300 0 0
GOLDEN OCEAN GROUP LTD COM G39637106   101 26,106 SH   DFND 1,3 26,106 0 0
GOOGLE INC CL A 38259P508   5,299 9,813 SH   DFND 1,3 9,813 0 0
GOOGLE INC CL C 38259P706   5,331 10,241 SH   DFND 1,3 10,241 0 0
HCA HOLDINGS INC COM 40412C101   6,496 71,600 SH   DFND 1,3 71,600 0 0
HESS CORP COM 42809H107   762 11,400 SH   DFND 1,3 11,400 0 0
IHS INC CL A 451734107   5,878 45,700 SH   DFND 1,3 45,700 0 0
INFOSYS LTD SPONSORED ADR 456788108   88,463 5,581,260 SH   DFND 1,3 1,854,096 0 3,727,164
INFOSYS LTD SPONSORED ADR 456788108   9,058 571,504 SH   DFND 1,2 571,504 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,027 9,400 SH   DFND 1,3 9,400 0 0
INTL PAPER CO COM 460146103   1,594 33,484 SH   DFND 1,3 33,484 0 0
ISHARES MSCI TAIWAN ETF 464286731   31,928 2,023,300 SH   DFND 1,3 2,023,300 0 0
ISHARES TR MSCI INDIA ETF 46429B598   19,073 630,300 SH   DFND 1,2 630,300 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106   196 17,925 SH   DFND 1,3 17,925 0 0
JD COM INC SPON ADR CL A 47215P106   430 12,600 SH   DFND 1,3 12,600 0 0
JOHNSON & JOHNSON COM 478160104   7,807 80,100 SH   DFND 1,3 80,100 0 0
JPMORGAN CHASE & CO COM 46625H100   26,392 389,488 SH   DFND 1,3 389,488 0 0
KINDER MORGAN INC DEL COM 49456B101   23,026 599,791 SH   DFND 1,3 599,791 0 0
L BRANDS INC COM 501797104   15,258 177,978 SH   DFND 1,3 177,978 0 0
LOCKHEED MARTIN CORP COM 539830109   7,901 42,500 SH   DFND 1,3 42,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   12,464 120,400 SH   DFND 1,3 120,400 0 0
MACYS INC COM 55616P104   7,793 115,500 SH   DFND 1,3 115,500 0 0
MASTERCARD INC CL A 57636Q104   1,586 16,966 SH   DFND 1,3 16,966 0 0
MCDONALDS CORP COM 580135101   731 7,691 SH   DFND 1,3 7,691 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109   1,136 59,900 SH   DFND 1,3 59,900 0 0
MERCK & CO INC NEW COM 58933Y105   11,346 199,300 SH   DFND 1,3 199,300 0 0
MICROSOFT CORP COM 594918104   15,139 342,908 SH   DFND 1,3 342,908 0 0
MSC INDL DIRECT INC CL A 553530106   820 11,756 SH   DFND 1,3 11,756 0 0
MYLAN N V SHS EURO N59465109   13,333 196,479 SH   DFND 1,3 196,479 0 0
NOBLE ENERGY INC COM 655044105   1,790 41,943 SH   DFND 1,3 41,943 0 0
ORACLE CORP COM 68389X105   8,243 204,541 SH   DFND 1,3 204,541 0 0
PAYCHEX INC COM 704326107   9,995 213,200 SH   DFND 1,3 213,200 0 0
PENTAIR PLC SHS G7S00T104   6,806 99,000 SH   DFND 1,3 99,000 0 0
PFIZER INC COM 717081103   30,265 902,612 SH   DFND 1,3 902,612 0 0
PHILIP MORRIS INTL INC COM 718172109   19,040 237,500 SH   DFND 1,3 237,500 0 0
PNC FINL SVCS GROUP INC COM 693475105   15,674 163,868 SH   DFND 1,3 163,868 0 0
PPG INDS INC COM 693506107   885 7,718 SH   DFND 1,3 7,718 0 0
PRAXAIR INC COM 74005P104   6,359 53,191 SH   DFND 1,3 53,191 0 0
PROCTER & GAMBLE CO COM 742718109   19,147 244,718 SH   DFND 1,3 244,718 0 0
SEADRILL LIMITED SHS G7945E105   110 10,592 SH   DFND 1,3 10,592 0 0
SEMPRA ENERGY COM 816851109   23,173 234,212 SH   DFND 1,3 234,212 0 0
SOUTHERN COPPER CORP COM 84265V105   12,176 414,000 SH   DFND 1,3 381,400 0 32,600
SOUTHERN COPPER CORP COM 84265V105   3,017 102,600 SH   DFND 1,2 102,600 0 0
SUNCOR ENERGY INC NEW COM 867224107   718 26,100 SH   DFND 1,3 26,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   28,496 1,254,775 SH   DFND 1,3 1,254,775 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   12,036 530,000 SH   DFND 1,2 530,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   4,171 63,300 SH   DFND 1,3 63,300 0 0
TJX COS INC NEW COM 872540109   7,364 111,283 SH   DFND 1,3 111,283 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101   3,993 122,700 SH   DFND 1,3 122,700 0 0
TWITTER INC COM 90184L102   3,443 95,052 SH   DFND 1,3 95,052 0 0
UNITED PARCEL SERVICE INC CL B 911312106   16,475 170,000 SH   DFND 1,3 170,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109   9,231 83,211 SH   DFND 1,3 83,211 0 0
VALERO ENERGY CORP NEW COM 91913Y100   657 10,500 SH   DFND 1,3 10,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   31,121 667,697 SH   DFND 1,3 667,697 0 0
VOYA FINL INC COM 929089100   7,073 152,200 SH   DFND 1,3 152,200 0 0
WASTE MGMT INC DEL COM 94106L109   8,088 174,500 SH   DFND 1,3 174,500 0 0
WEC ENERGY GROUP INC COM 92939U106   18,118 402,900 SH   DFND 1,3 402,900 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   98 4,500 SH   DFND 1,2 4,500 0 0