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
51JOB INC SPONSORED ADS 316827104 16,143 232,179 SH   DFND 1 232,179 0 0
ABBVIE INC COM 00287Y109 238 2,205 SH   DFND 1 2,205 0 0
ACTIVISION BLIZZARD INC COM 00507V109 586 7,577 SH   DFND 1 7,577 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 124,115 838,334 SH   DFND 1 838,334 0 0
ALPHABET INC CAP STK CL A 02079K305 49,476 18,506 SH   DFND 1 18,506 0 0
ALTICE USA INC CL A 02156K103 19,159 924,663 SH   DFND 1 924,663 0 0
AMAZON COM INC COM 023135106 23,173 7,054 SH   DFND 1 7,054 0 0
ANALOG DEVICES INC COM 032654105 650 3,880 SH   DFND 1 3,880 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 91,767 5,739,038 SH   DFND 1 5,739,038 0 0
ANTHEM INC COM 036752103 26,817 71,933 SH   DFND 1 71,933 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 30,710 654,386 SH   DFND 1 654,386 0 0
BARRICK GOLD CORP COM 067901108 5,126 284,009 SH   DFND 1 284,009 0 0
BAXTER INTL INC COM 071813109 7,819 97,221 SH   DFND 1 97,221 0 0
BECTON DICKINSON & CO COM 075887109 9,838 40,023 SH   DFND 1 40,023 0 0
CANADIAN NATL RY CO COM 136375102 16,050 138,779 SH   DFND 1 138,779 0 0
CANADIAN PAC RY LTD COM 13645T100 29,328 450,715 SH   DFND 1 450,715 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 18,070 373,267 SH   DFND 1 373,267 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 47,692 65,550 SH   DFND 1 65,550 0 0
CME GROUP INC COM 12572Q105 2,300 11,892 SH   DFND 1 11,892 0 0
COMCAST CORP NEW CL A 20030N101 6,227 111,329 SH   DFND 1 111,329 0 0
COUPANG INC CL A 22266T109 53,713 1,928,653 SH   DFND 1 1,928,653 0 0
CSX CORP COM 126408103 6,855 230,509 SH   DFND 1 230,509 0 0
FACEBOOK INC CL A 30303M102 37,772 111,295 SH   DFND 1 111,295 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,545 45,568 SH   DFND 1 45,568 0 0
FISERV INC COM 337738108 29,981 276,324 SH   DFND 1 276,324 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 58,393 673,346 SH   DFND 1 673,346 0 0
GLOBAL PMTS INC COM 37940X102 203 1,291 SH   DFND 1 1,291 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 89,888 1,229,822 SH   DFND 1 1,229,822 0 0
INFOSYS LTD SPONSORED ADR 456788108 6,017 270,431 SH   DFND 1 270,431 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 920 8,013 SH   DFND 1 8,013 0 0
ISHARES GOLD TR ISHARES NEW 464285204 1,167 34,935 SH   DFND 1 34,935 0 0
JD.COM INC SPON ADR CL A 47215P106 422,201 5,844,425 SH   DFND 1 5,844,425 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 17,171 333,999 SH   DFND 1 333,999 0 0
LINDE PLC SHS G5494J103 1,008 3,437 SH   DFND 1 3,437 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 9,110 335,037 SH   DFND 1 335,037 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,694 7,748 SH   DFND 1 7,748 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 72,565 7,086,432 SH   DFND 1 7,086,432 0 0
MERCADOLIBRE INC COM 58733R102 112,563 67,026 SH   DFND 1 67,026 0 0
MICROSOFT CORP COM 594918104 24,029 85,235 SH   DFND 1 85,235 0 0
MOODYS CORP COM 615369105 5,408 15,228 SH   DFND 1 15,228 0 0
NETEASE INC SPONSORED ADS 64110W102 119,669 1,401,277 SH   DFND 1 1,401,277 0 0
NETFLIX INC COM 64110L106 27,910 45,729 SH   DFND 1 45,729 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 68,341 1,321,357 SH   DFND 1 1,321,357 0 0
PHILIP MORRIS INTL INC COM 718172109 126,558 1,335,137 SH   DFND 1 1,335,137 0 0
PINDUODUO INC SPONSORED ADS 722304102 358 3,946 SH   DFND 1 3,946 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 24,597 223,485 SH   DFND 1 223,485 0 0
S&P GLOBAL INC COM 78409V104 5,378 12,658 SH   DFND 1 12,658 0 0
SALESFORCE COM INC COM 79466L302 14,734 54,324 SH   DFND 1 54,324 0 0
SCHWAB CHARLES CORP COM 808513105 6,337 87,005 SH   DFND 1 87,005 0 0
SEA LTD SPONSORD ADS 81141R100 1,313 4,121 SH   DFND 1 4,121 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 124,055 7,117,355 SH   DFND 1 7,117,355 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,089 4,831 SH   DFND 1 4,831 0 0
STONECO LTD COM CL A G85158106 5,281 152,107 SH   DFND 1 152,107 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 68,700 615,320 SH   DFND 1 615,320 0 0
TECK RESOURCES LTD CL B 878742204 12,128 486,866 SH   DFND 1 486,866 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 86,119 11,878,453 SH   DFND 1 11,878,453 0 0
T-MOBILE US INC COM 872590104 9,018 70,584 SH   DFND 1 70,584 0 0
TRIP COM GROUP LTD ADS 89677Q107 128,862 4,190,644 SH   DFND 1 4,190,644 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,055 90,524 SH   DFND 1 90,524 0 0
UNION PAC CORP COM 907818108 17,699 90,294 SH   DFND 1 90,294 0 0
UNITEDHEALTH GROUP INC COM 91324P102 24,805 63,482 SH   DFND 1 63,482 0 0
UNITY SOFTWARE INC COM 91332U101 724 5,733 SH   DFND 1 5,733 0 0
VISA INC COM CL A 92826C839 38,068 170,900 SH   DFND 1 170,900 0 0
WESTERN DIGITAL CORP. COM 958102105 444 7,871 SH   DFND 1 7,871 0 0
WORLD QUANTUM GROWTH ACQUISI UNIT 99/99/9999 G5596W119 18,068 1,797,791 SH   DFND 1 1,797,791 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 1,010 17,954 SH   DFND 1 17,954 0 0
XP INC CL A G98239109 61,624 1,534,069 SH   DFND 1 1,534,069 0 0
YANDEX N V SHS CLASS A N97284108 124,538 1,562,782 SH   DFND 1 1,562,782 0 0
YOUDAO INC SPONSORED ADS 98741T104 28,687 2,372,776 SH   DFND 1 2,372,776 0 0
YUM CHINA HLDGS INC COM 98850P109 21,259 365,834 SH   DFND 1 365,834 0 0