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
ABBVIE INC COM 00287Y109 5,811 93,850 SH   DFND 1,3 93,850 0 0
ALBEMARLE CORP COM 012653101 428 5,400 SH   DFND 1,3 5,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,514 132,200 SH   DFND 1,2 132,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 51,568 648,400 SH   DFND 1,3 612,900 0 35,500
ALPHABET INC CAP STK CL C 02079K107 5,174 7,475 SH   DFND 1,3 7,475 0 0
ALPHABET INC CAP STK CL A 02079K305 4,952 7,038 SH   DFND 1,3 7,038 0 0
ALTRIA GROUP INC COM 02209S103 1,035 15,012 SH   DFND 1,3 15,012 0 0
AMAZON COM INC COM 023135106 5,671 7,925 SH   DFND 1,3 7,925 0 0
AMERICAN EXPRESS CO COM 025816109 936 15,400 SH   DFND 1,3 15,400 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 15,191 287,210 SH   DFND 1,3 287,210 0 0
AMERISOURCEBERGEN CORP COM 03073E105 5,033 63,447 SH   DFND 1,3 63,447 0 0
ANADARKO PETE CORP COM 032511107 3,588 67,370 SH   DFND 1,3 67,370 0 0
APPLE INC COM 037833100 30,401 318,024 SH   DFND 1,3 318,024 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 5,052 55,000 SH   DFND 1,3 55,000 0 0
BAIDU INC SPON ADR REP A 056752108 510 3,089 SH   DFND 1,3 3,089 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 3,293 170,000 SH   DFND 1,2 170,000 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 12,815 661,584 SH   DFND 1,3 607,716 0 53,868
BANK MONTREAL QUE COM 063671101 12,894 203,400 SH   DFND 1,3 203,400 0 0
BEIGENE LTD SPONSORED ADR 07725L102 93 3,100 SH   DFND 1,3 3,100 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 471 16,500 SH   DFND 1,3 16,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 709 28,900 SH   DFND 1,3 28,900 0 0
CVS HEALTH CORP COM 126650100 18,319 191,347 SH   DFND 1,3 191,347 0 0
CATERPILLAR INC DEL COM 149123101 13,239 174,643 SH   DFND 1,3 174,643 0 0
CELGENE CORP COM 151020104 10,902 110,531 SH   DFND 1,3 110,531 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,016 30,687 SH   DFND 1,3 30,687 0 0
CHEVRON CORP NEW COM 166764100 24,738 235,978 SH   DFND 1,3 235,978 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 234 2,200 SH   DFND 1,3 2,200 0 0
CINEMARK HOLDINGS INC COM 17243V102 7,169 196,627 SH   DFND 1,3 196,627 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,604 45,500 SH   DFND 1,2 45,500 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 24,767 432,693 SH   DFND 1,3 418,793 0 13,900
COMCAST CORP NEW CL A 20030N101 11,216 172,050 SH   DFND 1,3 172,050 0 0
COOPER COS INC COM NEW 216648402 13,469 78,500 SH   DFND 1,3 78,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 25,770 254,075 SH   DFND 1,3 254,075 0 0
CROWN HOLDINGS INC COM 228368106 517 10,200 SH   DFND 1,3 10,200 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 214 5,200 SH   DFND 1,3 5,200 0 0
DANAHER CORP DEL COM 235851102 7,892 78,143 SH   DFND 1,3 78,143 0 0
EOG RES INC COM 26875P101 4,705 56,400 SH   DFND 1,3 56,400 0 0
EASTMAN CHEM CO COM 277432100 536 7,900 SH   DFND 1,3 7,900 0 0
ECOLAB INC COM 278865100 451 3,800 SH   DFND 1,3 3,800 0 0
EPAM SYS INC COM 29414B104 3,775 58,700 SH   DFND 1,2 58,700 0 0
EPAM SYS INC COM 29414B104 14,759 229,500 SH   DFND 1,3 210,700 0 18,800
EXXON MOBIL CORP COM 30231G102 769 8,200 SH   DFND 1,3 8,200 0 0
FACEBOOK INC CL A 30303M102 12,127 106,100 SH   DFND 1,3 106,100 0 0
FIFTH THIRD BANCORP COM 316773100 3,525 200,400 SH   DFND 1,3 200,400 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 5,058 87,250 SH   DFND 1,3 87,250 0 0
HCA HOLDINGS INC COM 40412C101 4,532 58,850 SH   DFND 1,3 58,850 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 3,749 56,500 SH   DFND 1,2 56,500 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 9,090 137,000 SH   DFND 1,3 137,000 0 0
HALLIBURTON CO COM 406216101 308 6,800 SH   DFND 1,3 6,800 0 0
HESS CORP COM 42809H107 841 14,000 SH   DFND 1,3 14,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 9,584 536,900 SH   DFND 1,2 536,900 0 0
INFOSYS LTD SPONSORED ADR 456788108 103,452 5,795,664 SH   DFND 1,3 2,057,000 0 3,738,664
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 529 4,200 SH   DFND 1,3 4,200 0 0
INTL PAPER CO COM 460146103 7,527 177,600 SH   DFND 1,3 177,600 0 0
ISHARES MSCI TAIWAN ETF 464286731 22,866 1,627,500 SH   DFND 1,3 1,627,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 96 2,800 SH   DFND 1,2 2,800 0 0
ISHARES TR MSCI INDIA ETF 46429B598 13,508 483,800 SH   DFND 1,2 483,800 0 0
JPMORGAN CHASE & CO COM 46625H100 19,164 308,387 SH   DFND 1,3 308,387 0 0
JD COM INC SPON ADR CL A 47215P106 223 10,500 SH   DFND 1,3 10,500 0 0
JOHNSON & JOHNSON COM 478160104 431 3,553 SH   DFND 1,3 3,553 0 0
KINDER MORGAN INC DEL COM 49456B101 8,449 451,350 SH   DFND 1,3 451,350 0 0
L BRANDS INC COM 501797104 10,587 157,725 SH   DFND 1,3 157,725 0 0
LINEAR TECHNOLOGY CORP COM 535678106 321 6,900 SH   DFND 1,3 6,900 0 0
LOCKHEED MARTIN CORP COM 539830109 9,803 39,500 SH   DFND 1,3 39,500 0 0
MSC INDL DIRECT INC CL A 553530106 830 11,756 SH   DFND 1,3 11,756 0 0
MASTERCARD INC CL A 57636Q104 2,181 24,766 SH   DFND 1,3 24,766 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 481 5,300 SH   DFND 1,3 5,300 0 0
MERCK & CO INC COM 58933Y105 12,127 210,500 SH   DFND 1,3 210,500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 438 1,200 SH   DFND 1,3 1,200 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 335 8,000 SH   DFND 1,3 8,000 0 0
NIKE INC CL B 654106103 293 5,300 SH   DFND 1,3 5,300 0 0
NOBLE ENERGY INC COM 655044105 1,375 38,343 SH   DFND 1,3 38,343 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 8,697 115,100 SH   DFND 1,3 115,100 0 0
ORACLE CORP COM 68389X105 5,910 144,374 SH   DFND 1,3 144,374 0 0
PNC FINL SVCS GROUP INC COM 693475105 7,415 91,113 SH   DFND 1,3 91,113 0 0
PPG INDS INC COM 693506107 564 5,418 SH   DFND 1,3 5,418 0 0
PAYCHEX INC COM 704326107 13,643 229,300 SH   DFND 1,3 229,300 0 0
PFIZER INC COM 717081103 27,083 769,202 SH   DFND 1,3 769,202 0 0
PHILIP MORRIS INTL INC COM 718172109 23,986 235,800 SH   DFND 1,3 235,800 0 0
PRAXAIR INC COM 74005P104 4,551 40,500 SH   DFND 1,3 40,500 0 0
PROCTER & GAMBLE CO COM 742718109 17,845 210,768 SH   DFND 1,3 210,768 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 92 1,317 SH   DFND 1,3 1,317 0 0
SEMPRA ENERGY COM 816851109 22,373 196,224 SH   DFND 1,3 196,224 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 139 2,900 SH   DFND 1,3 2,900 0 0
SOUTHERN COPPER CORP COM 84265V105 2,768 102,600 SH   DFND 1,2 102,600 0 0
SOUTHERN COPPER CORP COM 84265V105 10,783 399,700 SH   DFND 1,3 367,100 0 32,600
STARBUCKS CORP COM 855244109 411 7,200 SH   DFND 1,3 7,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 494 17,800 SH   DFND 1,3 17,800 0 0
TJX COS INC NEW COM 872540109 8,308 107,583 SH   DFND 1,3 107,583 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 13,899 529,900 SH   DFND 1,2 529,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 32,577 1,241,975 SH   DFND 1,3 1,241,975 0 0
TEMPUR SEALY INTL INC COM 88023U101 2,874 51,950 SH   DFND 1,3 51,950 0 0
TESLA MTRS INC COM 88160R101 297 1,400 SH   DFND 1,3 1,400 0 0
TIME WARNER INC COM NEW 887317303 7,460 101,443 SH   DFND 1,3 101,443 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,297 121,900 SH   DFND 1,3 121,900 0 0
UNITED PARCEL SERVICE INC CL B 911312106 25,568 237,350 SH   DFND 1,3 237,350 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 34,791 623,047 SH   DFND 1,3 623,047 0 0
VOYA FINL INC COM 929089100 4,017 162,200 SH   DFND 1,3 162,200 0 0
WEC ENERGY GROUP INC COM 92939U106 15,506 237,450 SH   DFND 1,3 237,450 0 0
WASTE MGMT INC DEL COM 94106L109 12,055 181,900 SH   DFND 1,3 181,900 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 115 5,700 SH   DFND 1,2 5,700 0 0
CREDICORP LTD COM G2519Y108 3,581 23,205 SH   DFND 1,2 23,205 0 0
CREDICORP LTD COM G2519Y108 22,170 143,640 SH   DFND 1,3 136,236 0 7,404
COSAN LTD SHS A G25343107 5,606 861,100 SH   DFND 1,2 861,100 0 0
COSAN LTD SHS A G25343107 14,197 2,180,800 SH   DFND 1,3 2,023,000 0 157,800
DELPHI AUTOMOTIVE PLC SHS G27823106 9,083 145,107 SH   DFND 1,3 145,107 0 0
EATON CORP PLC SHS G29183103 14,201 237,750 SH   DFND 1,3 237,750 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 6,361 122,400 SH   DFND 1,3 122,400 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 167 2,100 SH   DFND 1,2 2,100 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 6,249 78,435 SH   DFND 1,3 78,435 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,624 89,000 SH   DFND 1,3 89,000 0 0
MYLAN N V SHS EURO N59465109 8,356 193,229 SH   DFND 1,3 193,229 0 0