The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| Akamai Tech Inc | COM | 00971T101 | 25,242 | 355,300 | SH | DFND | 355,300 | 0 | 0 | ||
| Alibaba Grp Hldg Ltd | SPONSORED ADS | 01609W102 | 19,936 | 239,500 | SH | DFND | 239,500 | 0 | 0 | ||
| Baidu.com Inc | SPON ADR REP A | 056752108 | 17,964 | 86,200 | SH | DFND | 86,200 | 0 | 0 | ||
| Banco Macro SA | SPON ADR B | 05961W105 | 6,298 | 110,100 | SH | DFND | 110,100 | 0 | 0 | ||
| Biogen Inc | COM | 09062X103 | 73,892 | 175,000 | SH | DFND | 175,000 | 0 | 0 | ||
| Bluebird Bio Inc | COM | 09609G100 | 22,232 | 184,082 | SH | DFND | 184,082 | 0 | 0 | ||
| Celgene Corp | COM | 151020104 | 22,592 | 195,975 | SH | DFND | 195,975 | 0 | 0 | ||
| Cheniere Energy Inc | COM | 16411R208 | 20,023 | 258,700 | SH | DFND | 258,700 | 0 | 0 | ||
| Cognizant Tech Sol'ns Corp | CL A | 192446102 | 45,351 | 726,900 | SH | DFND | 726,900 | 0 | 0 | ||
| EOG Res's Inc | COM | 26875P101 | 51,493 | 561,600 | SH | DFND | 561,600 | 0 | 0 | ||
| Expedia Inc | COM | 30212P303 | 15,061 | 160,000 | SH | DFND | 160,000 | 0 | 0 | ||
| Facebook Inc | CL A | 30303M102 | 20,718 | 252,000 | SH | DFND | 252,000 | 0 | 0 | ||
| HDFC Bank Ltd | ADR REPS 3 SHS | 40415F101 | 59,102 | 1,003,600 | SH | DFND | 1,003,600 | 0 | 0 | ||
| IRSA Inversiones Y Rep SA | GLOBAL DEP RCPT | 450047204 | 794 | 40,300 | SH | DFND | 40,300 | 0 | 0 | ||
| Illumina Inc | COM | 452327109 | 76,131 | 410,100 | SH | DFND | 410,100 | 0 | 0 | ||
| Infosys Ltd | ADR | 456788108 | 26,538 | 756,500 | SH | DFND | 756,500 | 0 | 0 | ||
| Macrogenics Inc | COM | 556099109 | 14,822 | 472,500 | SH | DFND | 472,500 | 0 | 0 | ||
| Mattress Firm Hldg Corp | COM | 57722W106 | 6,052 | 86,900 | SH | DFND | 86,900 | 0 | 0 | ||
| Nektar Therapeutics | COM | 640268108 | 7,205 | 655,000 | SH | DFND | 655,000 | 0 | 0 | ||
| Noble Energy Inc | COM | 655044105 | 30,382 | 621,300 | SH | DFND | 621,300 | 0 | 0 | ||
| Pampa Energia SA | SPONS ADR LVL I | 697660207 | 3,797 | 214,899 | SH | DFND | 214,899 | 0 | 0 | ||
| Pioneer Nat'l Res's Co | COM | 723787107 | 36,708 | 224,500 | SH | DFND | 224,500 | 0 | 0 | ||
| Restaurant Brands Int'l Inc | COM | 76131D103 | 19,743 | 514,000 | SH | DFND | 514,000 | 0 | 0 | ||
| Telecom Argentina SA | SPON ADR REP B | 879273209 | 5,632 | 248,000 | SH | DFND | 248,000 | 0 | 0 | ||
| Teva Pharm Ind's Ltd | ADR | 881624209 | 49,248 | 790,500 | SH | DFND | 790,500 | 0 | 0 | ||
| Workday Inc | CL A | 98138H101 | 27,913 | 330,679 | SH | DFND | 330,679 | 0 | 0 | ||
| YPF S.A. | SPON ADR CL D | 984245100 | 19,168 | 698,300 | SH | DFND | 698,300 | 0 | 0 | ||
| LyondellBasell Ind's NV | SHS A | N53745100 | 62,948 | 716,950 | SH | DFND | 716,950 | 0 | 0 | ||