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 | 24,807 | 355,300 | SH | DFND | 355,300 | 0 | 0 | ||
| Alcoa Inc | COM | 013817101 | 40,698 | 3,650,000 | SH | DFND | 3,650,000 | 0 | 0 | ||
| Alibaba Group Hldg Ltd | SPONS ADS | 01609W102 | 18,025 | 219,100 | SH | DFND | 219,100 | 0 | 0 | ||
| Am Int'l Grp Inc | COM | 026874784 | 15,474 | 250,300 | SH | DFND | 250,300 | 0 | 0 | ||
| BB&T Corp | COM | 054937107 | 19,575 | 485,600 | SH | DFND | 485,600 | 0 | 0 | ||
| Citigroup Inc | COM | 172967424 | 64,907 | 1,175,000 | SH | DFND | 1,175,000 | 0 | 0 | ||
| Cognizant Tech Sol's Corp | CL A | 192446102 | 14,466 | 236,800 | SH | DFND | 236,800 | 0 | 0 | ||
| Ctrip.com Int'l Ltd | AM DEP SHS | 22943F100 | 14,626 | 201,400 | SH | DFND | 201,400 | 0 | 0 | ||
| Dow Chemical Co | COM | 260543103 | 59,526 | 1,163,300 | SH | DFND | 1,163,300 | 0 | 0 | ||
| EOG Res's Inc | COM | 26875P101 | 27,219 | 310,900 | SH | DFND | 310,900 | 0 | 0 | ||
| Eastman Chemical Co | COM | 277432100 | 15,219 | 186,000 | SH | DFND | 186,000 | 0 | 0 | ||
| EBay Inc | COM | 278642103 | 19,698 | 327,000 | SH | DFND | 327,000 | 0 | 0 | ||
| Facebook Inc | CL A | 30303M102 | 160,612 | 1,872,700 | SH | DFND | 1,872,700 | 0 | 0 | ||
| Freeport-McMoRan Inc | CL B | 35671D857 | 66,045 | 3,547,000 | SH | DFND | 3,547,000 | 0 | 0 | ||
| HDFC Bank Ltd | ADR REPS 3 SHS | 40415F101 | 60,748 | 1,003,600 | SH | DFND | 1,003,600 | 0 | 0 | ||
| Halliburton Co | COM | 406216101 | 66,629 | 1,547,000 | SH | DFND | 1,547,000 | 0 | 0 | ||
| Illumina Inc | COM | 452327109 | 45,091 | 206,500 | SH | DFND | 206,500 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 52,670 | 777,300 | SH | DFND | 777,300 | 0 | 0 | ||
| JD.Com Inc | SPON ADR CL A | 47215P106 | 20,221 | 593,000 | SH | DFND | 593,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 61,726 | 1,398,100 | SH | DFND | 1,398,100 | 0 | 0 | ||
| Newmont Mining Corp | COM | 651639106 | 29,898 | 1,279,900 | SH | DFND | 1,279,900 | 0 | 0 | ||
| Noble Energy Inc | COM | 655044105 | 13,453 | 315,200 | SH | DFND | 315,200 | 0 | 0 | ||
| PNC Fin'l Services Group, Inc | COM | 693475105 | 19,570 | 204,600 | SH | DFND | 204,600 | 0 | 0 | ||
| Pioneer Nat'l Res's Co | COM | 723787107 | 15,922 | 114,800 | SH | DFND | 114,800 | 0 | 0 | ||
| SPDR Gold Trust | GOLD SHS | 78463V907 | 323,626 | 2,880,000 | SH | DFND | 2,880,000 | 0 | 0 | ||
| SunTrust Banks Inc | COM | 867914103 | 19,664 | 457,100 | SH | DFND | 457,100 | 0 | 0 | ||
| Wells Fargo & Co | COM | 949746101 | 94,449 | 1,679,400 | SH | DFND | 1,679,400 | 0 | 0 | ||
| Workday Inc | CL A | 98138H101 | 25,261 | 330,679 | SH | DFND | 330,679 | 0 | 0 | ||
| LyondellBasell Ind's NV | SHS - A - | N53745100 | 74,219 | 716,950 | SH | DFND | 716,950 | 0 | 0 | ||