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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   826 9,295 SH   DFND   9,295 0 0
ABBVIE INC COM 00287Y109   1,172,475 13,194,629 SH   DFND 1 13,194,629 0 0
AETNA INC NEW COM 00817Y108   4,581 28,810 SH   DFND 1 28,810 0 0
AIR PRODS & CHEMS INC COM 009158106   294,768 1,949,269 SH   DFND 1 1,949,269 0 0
AIR PRODS & CHEMS INC COM 009158106   120 794 SH   DFND   794 0 0
ALCOA CORP COM 013872106   91,550 1,963,751 SH   DFND 1 1,963,751 0 0
ALPHABET INC CAP STK CL C 02079K107   196 204 SH   DFND   204 0 0
ALPHABET INC CAP STK CL C 02079K107   390,719 407,377 SH   DFND 1 407,377 0 0
AMAZON COM INC COM 023135106   95,256 99,086 SH   DFND 1 99,086 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   314 5,107 SH   DFND   5,107 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   389,796 6,349,510 SH   DFND 1 6,349,510 0 0
AMGEN INC COM 031162100   216 1,158 SH   DFND   1,158 0 0
AMGEN INC COM 031162100   55,717 298,829 SH   DFND 1 298,829 0 0
ANTHEM INC COM 036752103   551,601 2,904,999 SH   DFND 1 2,904,999 0 0
APACHE CORP COM 037411105   212 4,633 SH   DFND   4,633 0 0
APACHE CORP COM 037411105   633,404 13,829,772 SH   DFND 1 13,829,772 0 0
ARCONIC INC COM 03965L100   664,279 26,699,300 SH   DFND 1 26,699,300 0 0
ARCONIC INC COM 03965L100   6,141 236,435 SH   DFND   236,435 0 0
AUTONATION INC COM 05329W102   31,067 654,588 SH   DFND 1 654,588 0 0
BAIDU INC SPON ADR REP A 056752108   741,135 2,992,188 SH   DFND 1 2,992,188 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102   366 8,002 SH   DFND   8,002 0 0
BARRICK GOLD CORP COM 067901108   161 9,982 SH   DFND   9,982 0 0
BARRICK GOLD CORP COM 067901108   34,251 2,128,692 SH   DFND 1 2,128,692 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   328,769 1,793,418 SH   DFND 1 1,793,418 0 0
BP PLC SPONSORED ADR 055622104   54,309 1,413,180 SH   DFND 1 1,413,180 0 0
BRISTOL MYERS SQUIBB CO COM 110122108   593 9,297 SH   DFND   9,297 0 0
BRISTOL MYERS SQUIBB CO COM 110122108   335,063 5,256,707 SH   DFND 1 5,256,707 0 0
CDK GLOBAL INC COM 12508E101   176,457 2,796,912 SH   DFND 1 2,796,912 0 0
CELGENE CORP COM 151020104   4,355 29,863 SH   DFND 1 29,863 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102   78 4,340 SH   DFND   4,340 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102   16,626 925,196 SH   DFND 1 925,196 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107   8,671 218,918 SH   DFND 1 218,918 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,084,360 2,983,765 SH   DFND 1 2,983,765 0 0
CITIGROUP INC COM NEW 172967424   25,684 353,095 SH   DFND 1 353,095 0 0
CNH INDL N V SHS N20944109   3,515 345,921 SH   DFND 1 345,921 0 0
COPA HOLDINGS SA CL A P31076105   100,068 803,562 SH   DFND 1 803,562 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103   358,143 4,638,554 SH   DFND 1 4,638,554 0 0
DXC TECHNOLOGY CO COM 23355L106   150 1,742 SH   DFND   1,742 0 0
DXC TECHNOLOGY CO COM 23355L106   334,422 3,894,067 SH   DFND 1 3,894,067 0 0
ENSCO PLC SHS CLASS A G3157S106   239 39,992 SH   DFND 1 39,992 0 0
FACEBOOK INC CL A 30303M102   65 378 SH   DFND   378 0 0
FACEBOOK INC CL A 30303M102   89,792 525,498 SH   DFND 1 525,498 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   235,093 4,953,503 SH   DFND 1 4,953,503 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100   32,296 1,428,415 SH   DFND 1 1,428,415 0 0
HONDA MOTOR LTD AMERN SHS 438128308   31 1,041 SH   DFND   1,041 0 0
HONDA MOTOR LTD AMERN SHS 438128308   17,018 575,695 SH   DFND 1 575,695 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106   88,991 6,495,671 SH   DFND 1 6,495,671 0 0
JD COM INC SPON ADR CL A 47215P106   808,915 21,175,798 SH   DFND 1 21,175,798 0 0
JD COM INC SPON ADR CL A 47215P106   250 6,533 SH   DFND   6,533 0 0
JPMORGAN CHASE & CO COM 46625H100   36,005 376,978 SH   DFND 1 376,978 0 0
JPMORGAN CHASE & CO COM 46625H100   153 1,605 SH   DFND   1,605 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105   16,886 344,392 SH   DFND 1 344,392 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105   189 3,855 SH   DFND   3,855 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106   224 13,371 SH   DFND   13,371 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106   22,989 1,371,631 SH   DFND 1 1,371,631 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102   4,814 358,692 SH   DFND 1 358,692 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138   265 11,159 SH   DFND 1 11,159 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153   10,851 465,695 SH   DFND 1 465,695 0 0
MERCADOLIBRE INC COM 58733R102   106 411 SH   DFND   411 0 0
MERCADOLIBRE INC COM 58733R102   481,852 1,860,934 SH   DFND 1 1,860,934 0 0
MERCK & CO INC COM 58933Y105   35,748 558,304 SH   DFND 1 558,304 0 0
MERCK & CO INC COM 58933Y105   153 2,390 SH   DFND   2,390 0 0
MICROSOFT CORP COM 594918104   311 4,179 SH   DFND   4,179 0 0
MICROSOFT CORP COM 594918104   424,342 5,696,630 SH   DFND 1 5,696,630 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   303 3,572 SH   DFND   3,572 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   569,740 6,713,088 SH   DFND 1 6,713,088 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206   86,048 8,834,483 SH   DFND   8,834,483 0 0
NETEASE INC SPONSORED ADR 64110W102   178 674 SH   DFND   674 0 0
NETEASE INC SPONSORED ADR 64110W102   822,466 3,117,647 SH   DFND 1 3,117,647 0 0
NIKE INC CL B 654106103   89 1,720 SH   DFND   1,720 0 0
NIKE INC CL B 654106103   453,127 8,739,199 SH   DFND 1 8,739,199 0 0
NOBLE ENERGY INC COM 655044105   167,442 5,904,170 SH   DFND 1 5,904,170 0 0
PAYPAL HLDGS INC COM 70450Y103   306,812 4,791,689 SH   DFND 1 4,791,689 0 0
PRICELINE GRP INC COM NEW 741503403   441,563 241,183 SH   DFND 1 241,183 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107   104,846 1,676,460 SH   DFND 1 1,676,460 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107   448 7,156 SH   DFND   7,156 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202   115,340 10,759,307 SH   DFND 1 10,759,307 0 0
SOHU COM INC COM 83408W103   278,752 5,119,404 SH   DFND 1 5,119,404 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   797 6,557 SH   DFND   6,557 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   83,887 689,970 SH   DFND 1 689,970 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209   12,368 1,604,133 SH   DFND 1 1,604,133 0 0
SYMANTEC CORP COM 871503108   234,836 7,157,462 SH   DFND 1 7,157,462 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   210 5,580 SH   DFND   5,580 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   40,579 1,080,677 SH   DFND 1 1,080,677 0 0
TECHNIPFMC PLC COM G87110105   36,954 1,323,558 SH   DFND 1 1,323,558 0 0
TECHNIPFMC PLC COM G87110105   137 4,906 SH   DFND   4,906 0 0
TEEKAY CORPORATION COM Y8564W103   5,500 615,852 SH   DFND 1 615,852 0 0
UNITEDHEALTH GROUP INC COM 91324P102   132,525 676,665 SH   DFND 1 676,665 0 0
VALE S A ADR 91912E105   169,387 16,820,923 SH   DFND 1 16,820,923 0 0
VMWARE INC CL A COM 928563402   5,132 47,004 SH   DFND 1 47,004 0 0
WELLS FARGO CO NEW COM 949746101   477,719 8,662,181 SH   DFND 1 8,662,181 0 0
WELLS FARGO CO NEW COM 949746101   345 6,259 SH   DFND   6,259 0 0
XPO LOGISTICS INC COM 983793100   1,364,303 20,128,403 SH   DFND 1 20,128,403 0 0
XPO LOGISTICS INC COM 983793100   370 5,453 SH   DFND   5,453 0 0