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
ABBVIE INCCOMMON STOCK00287Y109681,150SH DFND1,21,15000
ACCENTURE PLC CL ACOMMON STOCKB4BNMY36,57362,900SH DFND1,262,90000
AES CORP (THE)COMMON STOCK00130H10530,5953,197,000SH DFND1,23,197,00000
AGIOS PHARMACEUTICALS INCCOMMON STOCK00847X1046,35697,900SH DFND1,297,90000
ALIBABA GROUP HOLDING LTD ADRCOMMON STOCK01609W10226,689328,400SH DFND1,2328,40000
ALLEGHENY TECHNOLOGIES INCCOMMON STOCK01741R10214713,071SH DFND1,213,07100
ALPHABET INC CL ACOMMON STOCK02079K3059,27211,917SH DFND1,211,91700
ALPHABET INC CL CCOMMON STOCK02079K10712,30116,210SH DFND1,216,21000
ALTRIA GROUP INCCOMMON STOCK02209S10347800SH DFND1,280000
AMAZON.COM INCCOMMON STOCK02313510615,47822,900SH DFND1,222,90000
AMERICA MOVIL SAB DE CV L ADRCOMMON STOCK02364W10576,7395,458,000SH DFND1,25,458,00000
AMERICAN TOWER CORP (REIT)COMMON STOCK03027X1008,09183,451SH DFND1,283,45100
ANADARKO PETROLEUM CORPCOMMON STOCK0325111071,70535,090SH DFND1,235,09000
AON PLC CL ACOMMON STOCKB5BT0K02,20423,900SH DFND1,223,90000
APPLE INCCOMMON STOCK0378331008,01776,160SH DFND1,276,16000
ARCOS DORADOS HOLDINGS INC CL ACOMMON STOCKB529PQ05,3221,711,228SH DFND1,21,711,22800
ARTHUR J GALLAGHER & COCOMMON STOCK3635761091644,000SH DFND1,24,00000
ASML HOLDING NV (USD)COMMON STOCKB908F011,49616,856SH DFND1,216,85600
ASTRAZENECA PLC ADRCOMMON STOCK04635310837010,900SH DFND1,210,90000
BANCO BRADESCO SA PN ADRCOMMON STOCK05946030321,7274,517,082SH DFND1,24,517,08200
BRF SA ON ADRCOMMON STOCK10552T1074,030291,600SH DFND1,2291,60000
BROADCOM CORP CL ACOMMON STOCK1113201071,63128,200SH DFND1,228,20000
CANADIAN NATIONAL RAILWAY CO (USD)COMMON STOCK1363751023,18056,900SH DFND1,256,90000
CBS CORP CL B N/VCOMMON STOCK1248572023,17267,300SH DFND1,267,30000
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS + 1 B SHR)COMMON STOCK15129088962,38311,199,740SH DFND1,211,199,74000
CENOVUS ENERGY INCCOMMON STOCK15135U1093,174251,967SH DFND1,2251,96700
CENTURYLINK INCCOMMON STOCK156700106451,800SH DFND1,21,80000
CERNER CORPORATIONCOMMON STOCK1567821046,825113,436SH DFND1,2113,43600
CHEVRON CORPCOMMON STOCK1667641004,07245,262SH DFND1,245,26200
CHUBB LTDCOMMON STOCKB3BQMF63,35928,750SH DFND1,228,75000
CME GROUP INC CL ACOMMON STOCK12572Q10514,492159,960SH DFND1,2159,96000
COBALT INTERNATIONAL ENERGY INCCOMMON STOCK19075F10622,7424,211,493SH DFND1,24,211,49300
COBALT INTL ENERGY INC CV SR UNSEC 2.625% 12-01-19CORP CONV BOND19075FAA4174305,000PRN DFND1,2305,00000
COBALT INTL ENERGY INC CV SR UNSEC 3.125% 05-15-24CORP CONV BOND19075FAB21,0391,951,000PRN DFND1,21,951,00000
COCA-COLA COCOMMON STOCK1912161005,056117,700SH DFND1,2117,70000
COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACOMMON STOCK1924461021,44024,000SH DFND1,224,00000
COMCAST CORP CL ACOMMON STOCK20030N1014,67282,800SH DFND1,282,80000
CONOCOPHILLIPSCOMMON STOCK20825C1049,152196,020SH DFND1,2196,02000
CORE LABORATORIESCOMMON STOCK218253112,206112,252SH DFND1,2112,25200
COVANTA HOLDING CORPCOMMON STOCK22282E102704,500SH DFND1,24,50000
CROWN CASTLE INTL CORP (REIT)COMMON STOCK22822V1011641,900SH DFND1,21,90000
CTRIP.COM INTL ADRCOMMON STOCK22943F10011,992258,846SH DFND1,2258,84600
DANAHER CORPCOMMON STOCK23585110212,562135,248SH DFND1,2135,24800
DAVITA HEALTHCARE PARTNERS INCCOMMON STOCK23918K1082,64938,000SH DFND1,238,00000
DELPHI AUTOMOTIVE PLCCOMMON STOCKB783TY68,07694,200SH DFND1,294,20000
DOW CHEMICAL COCOMMON STOCK2605431031082,100SH DFND1,22,10000
DREAMWORKS ANIMATION SKG INC CL ACOMMON STOCK26153C1031,47157,084SH DFND1,257,08400
EATON CORP PLCCOMMON STOCKB8KQN829,300178,700SH DFND1,2178,70000
ELI LILLY AND COCOMMON STOCK53245710811,322134,370SH DFND1,2134,37000
ENBRIDGE INCCOMMON STOCK29250N1054,594138,740SH DFND1,2138,74000
ENERSIS SA ADRCOMMON STOCK29274F10426,9592,218,834SH DFND1,22,218,83400
ENSCO PLC CL ACOMMON STOCKB4VLR1960639,400SH DFND1,239,40000
EOG RESOURCES INCCOMMON STOCK26875P1015,57578,750SH DFND1,278,75000
EXXON MOBIL CORPCOMMON STOCK30231G1025,30868,100SH DFND1,268,10000
FREEPORT-MCMORAN INCCOMMON STOCK35671D8571,160171,354SH DFND1,2171,35400
GANNETT CO INCCOMMON STOCK36473H104855,200SH DFND1,25,20000
GENERAL ELECTRIC COCOMMON STOCK36960410316500SH DFND1,250000
GERDAU SA PN ADRCOMMON STOCK3737371051,2251,020,500SH DFND1,21,020,50000
GILEAD SCIENCES INCCOMMON STOCK37555810310,605104,800SH DFND1,2104,80000
GOLAR LNG LTD (USD)COMMON STOCK23679632,282144,500SH DFND1,2144,50000
GOLDMAN SACHS GROUP INCCOMMON STOCK38141G10426,096144,790SH DFND1,2144,79000
GRANA Y MONTERO SAA ADRCOMMON STOCK38500P2081,845627,700SH DFND1,2627,70000
HALLIBURTON COCOMMON STOCK4062161011,97558,021SH DFND1,258,02100
HDFC BANK LTD ADRCOMMON STOCK40415F10112200SH DFND1,220000
HEXCEL CORPORATIONCOMMON STOCK4282911088,082174,000SH DFND1,2174,00000
HOME DEPOT INCCOMMON STOCK4370761022,31417,500SH DFND1,217,50000
ICICI BANK LTD ADRCOMMON STOCK45104G10429,4893,766,175SH DFND1,23,766,17500
IDEX CORPCOMMON STOCK45167R1041,66021,666SH DFND1,221,66600
ILLUMINA INCCOMMON STOCK4523271098,45644,055SH DFND1,244,05500
INCYTE CORPCOMMON STOCK45337C10224,264223,732SH DFND1,2223,73200
INTERCONTINENTAL EXCHANGE INCCOMMON STOCK45866F1045,22820,400SH DFND1,220,40000
INTERNATIONAL BUSINESS MACHINES CORPCOMMON STOCK45920010181590SH DFND1,259000
IRON MOUNTAIN INC (REIT)COMMON STOCK46284V1011224,510SH DFND1,24,51000
ITAU UNIBANCO HOLDING SA PN ADRCOMMON STOCK46556210627,5644,234,083SH DFND1,24,234,08300
JABIL CIRCUIT INCCOMMON STOCK4663131031,88480,900SH DFND1,280,90000
JD.COM INC A ADRCOMMON STOCK47215P1066,011186,300SH DFND1,2186,30000
JPMORGAN CHASE & COCOMMON STOCK46625H1007,436112,609SH DFND1,2112,60900
KINDER MORGAN INCCOMMON STOCK49456B101644,300SH DFND1,24,30000
LAMAR ADVERTISING CO CL A (REIT)COMMON STOCK512816109901,500SH DFND1,21,50000
LAS VEGAS SANDS CORPCOMMON STOCK5178341072856,500SH DFND1,26,50000
LIBERTY GLOBAL PLC CL ACOMMON STOCKB8W67667,782183,700SH DFND1,2183,70000
LULULEMON ATHLETICA INCCOMMON STOCK5500211095,13297,800SH DFND1,297,80000
LYONDELLBASELL INDUSTRIES NVCOMMON STOCKB3SPXZ377890SH DFND1,289000
MARSH & MCLENNAN COMPANIES INCCOMMON STOCK5717481025,08591,700SH DFND1,291,70000
MEDTRONIC PLCCOMMON STOCKBTN1Y114,32356,200SH DFND1,256,20000
MELCO CROWN ENTERTAINMENT LTD ADRCOMMON STOCK58546410051,9523,092,400SH DFND1,23,092,40000
MERCADOLIBRE INCCOMMON STOCK58733R10227,543240,889SH DFND1,2240,88900
MERCURY GENERAL CORPCOMMON STOCK5894001001212,600SH DFND1,22,60000
MICROSOFT CORPCOMMON STOCK59491810427,829501,600SH DFND1,2501,60000
MONDELEZ INTERNATIONAL INCCOMMON STOCK6092071054,00089,200SH DFND1,289,20000
MONSANTO COCOMMON STOCK61166W1019,17593,129SH DFND1,293,12900
MOODYS CORPCOMMON STOCK6153691054,38543,700SH DFND1,243,70000
MOSAIC COMPANY (THE)COMMON STOCK61945C1031,11540,400SH DFND1,240,40000
NETAPP INCCOMMON STOCK64110D1042,36989,300SH DFND1,289,30000
NEW ORIENTAL EDU & TECH GRP INC ADRCOMMON STOCK6475811071,74755,700SH DFND1,255,70000
NEWELL RUBBERMAID INCCOMMON STOCK65122910610,866246,500SH DFND1,2246,50000
NIELSEN HOLDINGS PLCCOMMON STOCKBWFY55010,864233,140SH DFND1,2233,14000
NIKE INC CL BCOMMON STOCK6541061032,43839,000SH DFND1,239,00000
NOBLE ENERGY INCCOMMON STOCK6550441053,685111,904SH DFND1,2111,90400
NORFOLK SOUTHERN CORPCOMMON STOCK65584410868800SH DFND1,280000
NUCOR CORPCOMMON STOCK670346105501,240SH DFND1,21,24000
OCCIDENTAL PETROLEUM CORPCOMMON STOCK6745991052303,400SH DFND1,23,40000
ON SEMICONDUCTOR CORPCOMMON STOCK6821891052,770282,660SH DFND1,2282,66000
PACWEST BANCORPCOMMON STOCK6952631031162,700SH DFND1,22,70000
PAYCHEX INCCOMMON STOCK7043261071963,700SH DFND1,23,70000
PEPSICO INCCOMMON STOCK7134481081,79918,000SH DFND1,218,00000
PFIZER INCCOMMON STOCK7170811031685,200SH DFND1,25,20000
PHILIP MORRIS INTERNATIONALCOMMON STOCK71817210913,244150,649SH DFND1,2150,64900
POTASH CORP OF SASKATCHEWAN INCCOMMON STOCK73755L10792854,200SH DFND1,254,20000
PRAXAIR INCCOMMON STOCK74005P1041,42813,950SH DFND1,213,95000
PRICELINE GROUP INC (THE)COMMON STOCK74150340312,0619,460SH DFND1,29,46000
PROCTER & GAMBLE COCOMMON STOCK7427181092,91436,700SH DFND1,236,70000
PUMA BIOTECHNOLOGY INCCOMMON STOCK74587V1076,69985,450SH DFND1,285,45000
ROYAL CARIBBEAN CRUISES LTDCOMMON STOCK275490715,161149,800SH DFND1,2149,80000
RYANAIR HOLDINGS PLC ADRCOMMON STOCK7835132031,23614,300SH DFND1,214,30000
SCHLUMBERGER LTDCOMMON STOCK8068571089,362134,222SH DFND1,2134,22200
SEADRILL LTDCOMMON STOCKB09RMQ11,199347,371SH DFND1,2347,37100
SEADRILL LTD (USD)COMMON STOCKB0HWHV8522153,900SH DFND1,2153,90000
SEMPRA ENERGYCOMMON STOCK8168511093,56337,900SH DFND1,237,90000
ST JUDE MEDICALCOMMON STOCK7908491034,85078,525SH DFND1,278,52500
STARBUCKS CORPCOMMON STOCK85524410913,201219,915SH DFND1,2219,91500
SYNCHRONY FINANCIALCOMMON STOCK87165B1033,918128,852SH DFND1,2128,85200
TABLEAU SOFTWARE INC CL ACOMMON STOCK87336U1052,95931,400SH DFND1,231,40000
TAIWAN SEMICONDUCTOR MFG CO ADRCOMMON STOCK8740391005,236230,148SH DFND1,2230,14800
TENARIS SA ADRCOMMON STOCK88031M1099,659405,846SH DFND1,2405,84600
TEXAS INSTRUMENTS INCCOMMON STOCK8825081041813,300SH DFND1,23,30000
TOWERS WATSON & CO CL ACOMMON STOCK8918941072,17116,900SH DFND1,216,90000
TRANSDIGM GROUP INCCOMMON STOCK8936411004,56920,000SH DFND1,220,00000
UBS GROUP AGCOMMON STOCKBRJL1765,827298,806SH DFND1,2298,80600
UMPQUA HOLDINGS CORPCOMMON STOCK90421410323414,700SH DFND1,214,70000
UNION PACIFIC CORPCOMMON STOCK9078181084,00451,200SH DFND1,251,20000
VALE SA PNA ADRCOMMON STOCK91912E20442,92816,834,700SH DFND1,216,834,70000
VERISIGN INCCOMMON STOCK92343E1027,34784,100SH DFND1,284,10000
VERIZON COMMUNICATIONS INCCOMMON STOCK92343V1044569,860SH DFND1,29,86000
VIACOM INC CL BCOMMON STOCK92553P201822,000SH DFND1,22,00000
VISA INC CL ACOMMON STOCK92826C83917,441224,900SH DFND1,2224,90000
WALT DISNEY COMPANY (THE)COMMON STOCK2546871065,86955,850SH DFND1,255,85000
WELLS FARGO & COCOMMON STOCK94974610111,628213,900SH DFND1,2213,90000
WHIRLPOOL CORPCOMMON STOCK9633201061,4399,800SH DFND1,29,80000
WYNN RESORTS LTDCOMMON STOCK9831341074,26961,700SH DFND1,261,70000
XILINX INCCOMMON STOCK9839191015,688121,100SH DFND1,2121,10000
YANDEX NV ACOMMON STOCKB5BSZB326,3321,675,075SH DFND1,21,675,07500
YANDEX NV CV SR UNSEC 1.125% 12-15-18CORP CONV BOND98474TAB392106,000PRN DFND1,2106,00000
YPF SOCIEDAD ANONIMA D ADRCOMMON STOCK98424510025,9951,653,600SH DFND1,21,653,60000
YUM! BRANDS INCCOMMON STOCK9884981011,47620,200SH DFND1,220,20000