The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 15,150 | 385,400 | SH | DFND | 385,400 | 0 | 0 | ||
| AbbVie Inc. | COM | 00287Y109 | 82,026 | 1,324,920 | SH | DFND | 1,324,920 | 0 | 0 | ||
| Agilent Tech's Inc. | COM | 00846U101 | 9,773 | 220,300 | SH | DFND | 220,300 | 0 | 0 | ||
| Agnico Eagle Mines Ltd | COM | 008474108 | 23,267 | 434,900 | SH | DFND | 434,900 | 0 | 0 | ||
| Agrium Inc. | COM | 008916108 | 19,938 | 220,500 | SH | DFND | 220,500 | 0 | 0 | ||
| Alcoa Inc. | COM | 013817101 | 31,432 | 3,390,700 | SH | DFND | 3,390,700 | 0 | 0 | ||
| Amazon.com Inc. | COM | 023135106 | 25,333 | 35,400 | SH | DFND | 35,400 | 0 | 0 | ||
| Barrick Gold Corp | COM | 067901108 | 39,126 | 1,832,600 | SH | DFND | 1,832,600 | 0 | 0 | ||
| CF Ind's Hldgs Inc. | COM | 125269100 | 22,432 | 930,800 | SH | DFND | 930,800 | 0 | 0 | ||
| Ctrip.com Int'l Ltd. | AM DEP SHS | 22943F100 | 16,851 | 409,000 | SH | DFND | 409,000 | 0 | 0 | ||
| Deere & Co | COM | 244199105 | 29,215 | 360,500 | SH | DFND | 360,500 | 0 | 0 | ||
| Eastman Chem Co | COM | 277432100 | 8,902 | 131,100 | SH | DFND | 131,100 | 0 | 0 | ||
| Facebook Inc. | CL A | 30303M102 | 106,554 | 932,394 | SH | DFND | 932,394 | 0 | 0 | ||
| Freeport-McMoRan Inc | CL B | 35671D857 | 38,664 | 3,470,700 | SH | DFND | 3,470,700 | 0 | 0 | ||
| General Dynamics Corp | COM | 369550108 | 14,606 | 104,900 | SH | DFND | 104,900 | 0 | 0 | ||
| HDFC Bank Ltd. | ADR REPS 3 SHS | 40415F101 | 15,393 | 232,000 | SH | DFND | 232,000 | 0 | 0 | ||
| Halliburton Co | COM | 406216101 | 98,624 | 2,177,600 | SH | DFND | 2,177,600 | 0 | 0 | ||
| IShrs MSCI Emg'g Mkt Idx | MSCI EMG MKT ETF | 464287234 | 71,929 | 2,093,400 | SH | DFND | 2,093,400 | 0 | 0 | ||
| Mead Johnson Nut'n Co | COM | 582839106 | 10,010 | 110,300 | SH | DFND | 110,300 | 0 | 0 | ||
| Nucor Corp | COM | 670346105 | 9,931 | 201,000 | SH | DFND | 201,000 | 0 | 0 | ||
| NVIDIA Corp. | COM | 67066G104 | 15,043 | 320,000 | SH | DFND | 320,000 | 0 | 0 | ||
| Post Hldgs Inc. | COM | 737446104 | 24,079 | 291,200 | SH | DFND | 291,200 | 0 | 0 | ||
| Potash Corp of Sask Inc. | COM | 73755L107 | 19,358 | 1,192,000 | SH | DFND | 1,192,000 | 0 | 0 | ||
| Pure Storage Inc. | CL A | 74624M102 | 21,632 | 1,984,600 | SH | DFND | 1,984,600 | 0 | 0 | ||
| Raytheon Co | COM | 755111507 | 10,482 | 77,100 | SH | DFND | 77,100 | 0 | 0 | ||
| Rockwell Automation Inc. | COM | 773903109 | 14,938 | 130,100 | SH | DFND | 130,100 | 0 | 0 | ||
| Salesforce.com Inc. | COM | 79466L302 | 15,008 | 189,000 | SH | DFND | 189,000 | 0 | 0 | ||
| WhiteWave Foods Co | COM | 966244105 | 17,086 | 364,000 | SH | DFND | 364,000 | 0 | 0 | ||
| Williams Co's Inc. | COM | 969457100 | 6,022 | 278,400 | SH | DFND | 278,400 | 0 | 0 | ||
| Zoetis Inc. | CL A | 98978V103 | 22,681 | 477,900 | SH | DFND | 477,900 | 0 | 0 | ||
| Ingersoll-Rand Plc | SHS | G47791101 | 15,188 | 238,500 | SH | DFND | 238,500 | 0 | 0 | ||