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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Akamai Tech IncCOM00971T10124,807355,300SH DFND 355,30000
Alcoa IncCOM01381710140,6983,650,000SH DFND 3,650,00000
Alibaba Group Hldg LtdSPONS ADS01609W10218,025219,100SH DFND 219,10000
Am Int'l Grp IncCOM02687478415,474250,300SH DFND 250,30000
BB&T CorpCOM05493710719,575485,600SH DFND 485,60000
Citigroup IncCOM17296742464,9071,175,000SH DFND 1,175,00000
Cognizant Tech Sol's CorpCL A19244610214,466236,800SH DFND 236,80000
Ctrip.com Int'l LtdAM DEP SHS22943F10014,626201,400SH DFND 201,40000
Dow Chemical CoCOM26054310359,5261,163,300SH DFND 1,163,30000
EOG Res's IncCOM26875P10127,219310,900SH DFND 310,90000
Eastman Chemical CoCOM27743210015,219186,000SH DFND 186,00000
EBay IncCOM27864210319,698327,000SH DFND 327,00000
Facebook IncCL A30303M102160,6121,872,700SH DFND 1,872,70000
Freeport-McMoRan IncCL B35671D85766,0453,547,000SH DFND 3,547,00000
HDFC Bank LtdADR REPS 3 SHS40415F10160,7481,003,600SH DFND 1,003,60000
Halliburton CoCOM40621610166,6291,547,000SH DFND 1,547,00000
Illumina IncCOM45232710945,091206,500SH DFND 206,50000
JP Morgan Chase & CoCOM46625H10052,670777,300SH DFND 777,30000
JD.Com IncSPON ADR CL A47215P10620,221593,000SH DFND 593,00000
Microsoft CorpCOM59491810461,7261,398,100SH DFND 1,398,10000
Newmont Mining CorpCOM65163910629,8981,279,900SH DFND 1,279,90000
Noble Energy IncCOM65504410513,453315,200SH DFND 315,20000
PNC Fin'l Services Group, IncCOM69347510519,570204,600SH DFND 204,60000
Pioneer Nat'l Res's CoCOM72378710715,922114,800SH DFND 114,80000
SPDR Gold TrustGOLD SHS78463V907323,6262,880,000SH DFND 2,880,00000
SunTrust Banks IncCOM86791410319,664457,100SH DFND 457,10000
Wells Fargo & CoCOM94974610194,4491,679,400SH DFND 1,679,40000
Workday IncCL A98138H10125,261330,679SH DFND 330,67900
LyondellBasell Ind's NVSHS - A -N5374510074,219716,950SH DFND 716,95000