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 LABS COM 002824100 221 5,500 SH   DFND 1,3 5,500 0 0
ABBVIE INC COM 00287Y109 14,810 272,200 SH   DFND 1,3 272,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,701 164,500 SH   DFND 1,3 151,600 0 12,900
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,400 40,700 SH   DFND 1,2 40,700 0 0
ALTRIA GROUP INC COM 02209S103 1,638 30,112 SH   DFND 1,3 30,112 0 0
AMERICAN EXPRESS CO COM 025816109 1,142 15,400 SH   DFND 1,3 15,400 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 17,922 315,410 SH   DFND 1,3 315,410 0 0
AMERISOURCEBERGEN CORP COM 03073E105 7,019 73,893 SH   DFND 1,3 73,893 0 0
ANADARKO PETE CORP COM 032511107 4,799 79,470 SH   DFND 1,3 79,470 0 0
APPLE INC COM 037833100 28,292 256,501 SH   DFND 1,3 256,501 0 0
BAIDU INC SPON ADR REP A 056752108 153 1,116 SH   DFND 1,3 1,116 0 0
BAKER HUGHES INC COM 057224107 619 11,900 SH   DFND 1,3 11,900 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 12,323 676,340 SH   DFND 1,3 622,472 0 53,868
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 3,097 170,000 SH   DFND 1,2 170,000 0 0
BANK MONTREAL QUE COM 063671101 14,041 257,400 SH   DFND 1,3 257,400 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 898 28,400 SH   DFND 1,3 28,400 0 0
CATERPILLAR INC DEL COM 149123101 11,866 181,543 SH   DFND 1,3 181,543 0 0
CELGENE CORP COM 151020104 9,825 90,831 SH   DFND 1,3 90,831 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,540 69,835 SH   DFND 1,3 69,835 0 0
CHEVRON CORP NEW COM 166764100 22,994 291,500 SH   DFND 1,3 291,500 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 305 3,400 SH   DFND 1,3 3,400 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 40,327 644,093 SH   DFND 1,3 611,493 0 32,600
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,392 102,100 SH   DFND 1,2 102,100 0 0
COMCAST CORP NEW CL A 20030N101 12,107 212,850 SH   DFND 1,3 212,850 0 0
COOPER COS INC COM NEW 216648402 11,730 78,800 SH   DFND 1,3 78,800 0 0
COSAN LTD SHS A G25343107 6,443 2,229,500 SH   DFND 1,3 2,071,700 0 157,800
COSAN LTD SHS A G25343107 2,489 861,100 SH   DFND 1,2 861,100 0 0
CREDICORP LTD COM G2519Y108 21,283 200,103 SH   DFND 1,3 184,199 0 15,904
CREDICORP LTD COM G2519Y108 5,361 50,405 SH   DFND 1,2 50,405 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 10,399 131,850 SH   DFND 1,3 131,850 0 0
CROWN HOLDINGS INC COM 228368106 682 14,900 SH   DFND 1,3 14,900 0 0
CVS HEALTH CORP COM 126650100 20,456 212,024 SH   DFND 1,3 212,024 0 0
CYTEC INDS INC COM 232820100 5,435 73,600 SH   DFND 1,3 73,600 0 0
DANAHER CORP DEL COM 235851102 9,156 107,449 SH   DFND 1,3 107,449 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 1,118 14,707 SH   DFND 1,3 14,707 0 0
EASTMAN CHEM CO COM 277432100 893 13,800 SH   DFND 1,3 13,800 0 0
EATON CORP PLC SHS G29183103 13,012 253,650 SH   DFND 1,3 253,650 0 0
EOG RES INC COM 26875P101 4,943 67,900 SH   DFND 1,3 67,900 0 0
EPAM SYS INC COM 29414B104 9,285 124,600 SH   DFND 1,3 114,700 0 9,900
EPAM SYS INC COM 29414B104 2,347 31,500 SH   DFND 1,2 31,500 0 0
EXXON MOBIL CORP COM 30231G102 758 10,200 SH   DFND 1,3 10,200 0 0
FACEBOOK INC CL A 30303M102 7,147 79,500 SH   DFND 1,3 79,500 0 0
FIFTH THIRD BANCORP COM 316773100 5,872 310,500 SH   DFND 1,3 310,500 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,835 101,850 SH   DFND 1,3 101,850 0 0
GOOGLE INC CL A 38259P508 5,945 9,313 SH   DFND 1,3 9,313 0 0
GOOGLE INC CL C 38259P706 5,927 9,741 SH   DFND 1,3 9,741 0 0
HCA HOLDINGS INC COM 40412C101 5,280 68,250 SH   DFND 1,3 68,250 0 0
HESS CORP COM 42809H107 631 12,600 SH   DFND 1,3 12,600 0 0
IHS INC CL A 451734107 5,063 43,650 SH   DFND 1,3 43,650 0 0
INFOSYS LTD SPONSORED ADR 456788108 106,143 5,560,160 SH   DFND 1,3 1,832,996 0 3,727,164
INFOSYS LTD SPONSORED ADR 456788108 10,519 551,004 SH   DFND 1,2 551,004 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 847 8,200 SH   DFND 1,3 8,200 0 0
INTL PAPER CO COM 460146103 8,268 218,784 SH   DFND 1,3 218,784 0 0
ISHARES MSCI TAIWAN ETF 464286731 22,518 1,711,100 SH   DFND 1,3 1,711,100 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 24 726 SH   DFND 1,2 726 0 0
ISHARES TR MSCI INDIA ETF 46429B598 17,545 614,100 SH   DFND 1,2 614,100 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 125 18,817 SH   DFND 1,3 18,817 0 0
JD COM INC SPON ADR CL A 47215P106 250 9,600 SH   DFND 1,3 9,600 0 0
JOHNSON & JOHNSON COM 478160104 7,860 84,200 SH   DFND 1,3 84,200 0 0
JPMORGAN CHASE & CO COM 46625H100 21,817 357,838 SH   DFND 1,3 357,838 0 0
KINDER MORGAN INC DEL COM 49456B101 13,335 481,741 SH   DFND 1,3 481,741 0 0
L BRANDS INC COM 501797104 15,834 175,678 SH   DFND 1,3 175,678 0 0
LOCKHEED MARTIN CORP COM 539830109 8,811 42,500 SH   DFND 1,3 42,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,053 96,600 SH   DFND 1,3 96,600 0 0
MACYS INC COM 55616P104 5,704 111,150 SH   DFND 1,3 111,150 0 0
MASTERCARD INC CL A 57636Q104 1,529 16,966 SH   DFND 1,3 16,966 0 0
MCDONALDS CORP COM 580135101 758 7,691 SH   DFND 1,3 7,691 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 1,202 68,400 SH   DFND 1,3 68,400 0 0
MERCK & CO INC NEW COM 58933Y105 9,824 198,900 SH   DFND 1,3 198,900 0 0
MICROSOFT CORP COM 594918104 14,739 333,008 SH   DFND 1,3 333,008 0 0
MSC INDL DIRECT INC CL A 553530106 717 11,756 SH   DFND 1,3 11,756 0 0
MYLAN N V SHS EURO N59465109 8,218 204,129 SH   DFND 1,3 204,129 0 0
NOBLE ENERGY INC COM 655044105 1,299 43,043 SH   DFND 1,3 43,043 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 728 11,000 SH   DFND 1,3 11,000 0 0
ORACLE CORP COM 68389X105 6,077 168,241 SH   DFND 1,3 168,241 0 0
PAYCHEX INC COM 704326107 10,550 221,500 SH   DFND 1,3 221,500 0 0
PFIZER INC COM 717081103 26,708 850,312 SH   DFND 1,3 850,312 0 0
PHILIP MORRIS INTL INC COM 718172109 18,809 237,100 SH   DFND 1,3 237,100 0 0
PNC FINL SVCS GROUP INC COM 693475105 14,336 160,718 SH   DFND 1,3 160,718 0 0
PPG INDS INC COM 693506107 589 6,718 SH   DFND 1,3 6,718 0 0
PRAXAIR INC COM 74005P104 5,326 52,291 SH   DFND 1,3 52,291 0 0
PROCTER & GAMBLE CO COM 742718109 17,184 238,868 SH   DFND 1,3 238,868 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 258 3,300 SH   DFND 1,3 3,300 0 0
SEMPRA ENERGY COM 816851109 22,377 231,362 SH   DFND 1,3 231,362 0 0
SOUTHERN COPPER CORP COM 84265V105 10,926 408,900 SH   DFND 1,3 376,300 0 32,600
SOUTHERN COPPER CORP COM 84265V105 2,741 102,600 SH   DFND 1,2 102,600 0 0
SUNCOR ENERGY INC NEW COM 867224107 778 29,100 SH   DFND 1,3 29,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 26,037 1,254,775 SH   DFND 1,3 1,254,775 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 10,993 529,800 SH   DFND 1,2 529,800 0 0
TEMPUR SEALY INTL INC COM 88023U101 4,325 60,550 SH   DFND 1,3 60,550 0 0
TJX COS INC NEW COM 872540109 7,948 111,283 SH   DFND 1,3 111,283 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,310 122,700 SH   DFND 1,3 122,700 0 0
TWITTER INC COM 90184L102 2,737 101,602 SH   DFND 1,3 101,602 0 0
UNITED PARCEL SERVICE INC CL B 911312106 25,822 261,650 SH   DFND 1,3 261,650 0 0
VALERO ENERGY CORP NEW COM 91913Y100 451 7,500 SH   DFND 1,3 7,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 28,688 659,347 SH   DFND 1,3 659,347 0 0
VOYA FINL INC COM 929089100 5,901 152,200 SH   DFND 1,3 152,200 0 0
WASTE MGMT INC DEL COM 94106L109 9,125 183,200 SH   DFND 1,3 183,200 0 0
WEC ENERGY GROUP INC COM 92939U106 22,368 428,350 SH   DFND 1,3 428,350 0 0