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
ABBVIE INC COMMON STOCK 00287Y109 272 4,150 SH   DFND 1,2,3 4,150 0 0
ACCENTURE PLC CL A COMMON STOCK B4BNMY3 4,198 47,000 SH   DFND 1,2,3 47,000 0 0
ACE LTD COMMON STOCK B3BQMF6 4,411 38,400 SH   DFND 1,2,3 38,400 0 0
AES CORP (THE) COMMON STOCK 00130H105 42,924 3,117,200 SH   DFND 1,2,3 3,117,200 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 7,462 66,600 SH   DFND 1,2,3 66,600 0 0
AIR PRODUCTS & CHEMICALS INC COMMON STOCK 009158106 123 850 SH   DFND 1,2,3 850 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 17,077 164,300 SH   DFND 1,2,3 164,300 0 0
ALLEGHENY TECHNOLOGIES INC COMMON STOCK 01741R102 1,799 51,737 SH   DFND 1,2,3 51,737 0 0
AMAZON.COM INC COMMON STOCK 023135106 4,686 15,100 SH   DFND 1,2,3 15,100 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 53,864 2,428,500 SH   DFND 1,2,3 2,428,500 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 17,802 180,092 SH   DFND 1,2,3 180,092 0 0
AON PLC CL A COMMON STOCK B5BT0K0 3,196 33,700 SH   DFND 1,2,3 33,700 0 0
APPLE INC COMMON STOCK 037833100 14,962 135,550 SH   DFND 1,2,3 135,550 0 0
ARCOS DORADOS HOLDINGS INC CL A COMMON STOCK B529PQ0 16,507 3,051,200 SH   DFND 1,2,3 3,051,200 0 0
ASML HOLDING NV (USD) COMMON STOCK B908F01 1,943 18,021 SH   DFND 1,2,3 18,021 0 0
AVAGO TECHNOLOGIES LTD COMMON STOCK B3WS2X9 7,122 70,800 SH   DFND 1,2,3 70,800 0 0
BANCO BRADESCO SA PN ADR COMMON STOCK 059460303 28,344 2,119,935 SH   DFND 1,2,3 2,119,935 0 0
BLACKROCK INC COMMON STOCK 09247X101 2,251 6,296 SH   DFND 1,2,3 6,296 0 0
BOEING CO COMMON STOCK 097023105 12,972 99,800 SH   DFND 1,2,3 99,800 0 0
BRF SA ON ADR COMMON STOCK 10552T107 4,112 176,100 SH   DFND 1,2,3 176,100 0 0
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 19,027 322,330 SH   DFND 1,2,3 322,330 0 0
BROADCOM CORP CL A COMMON STOCK 111320107 2,236 51,600 SH   DFND 1,2,3 51,600 0 0
CAMECO CORP COMMON STOCK 13321L108 904 54,935 SH   DFND 1,2,3 54,935 0 0
CATERPILLAR INC COMMON STOCK 149123101 5,327 58,200 SH   DFND 1,2,3 58,200 0 0
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS + 1 B SHR) COMMON STOCK 151290889 57,091 5,602,613 SH   DFND 1,2,3 5,602,613 0 0
CENOVUS ENERGY INC COMMON STOCK 15135U109 11,038 533,367 SH   DFND 1,2,3 533,367 0 0
CENTURYLINK INC COMMON STOCK 156700106 55 1,400 SH   DFND 1,2,3 1,400 0 0
CERNER CORPORATION COMMON STOCK 156782104 1,832 28,336 SH   DFND 1,2,3 28,336 0 0
CHEVRON CORP COMMON STOCK 166764100 28,109 250,573 SH   DFND 1,2,3 250,573 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 16,716 188,560 SH   DFND 1,2,3 188,560 0 0
COBALT INTERNATIONAL ENERGY INC COMMON STOCK 19075F106 43,435 4,885,850 SH   DFND 1,2,3 4,885,850 0 0
COCA-COLA CO COMMON STOCK 191216100 443 10,500 SH   DFND 1,2,3 10,500 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 6,926 119,400 SH   DFND 1,2,3 119,400 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104 11,072 160,320 SH   DFND 1,2,3 160,320 0 0
CRESCENT POINT ENERGY CORP COMMON STOCK 22576C101 144 6,200 SH   DFND 1,2,3 6,200 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 63 800 SH   DFND 1,2,3 800 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 7,170 157,573 SH   DFND 1,2,3 157,573 0 0
DANAHER CORP COMMON STOCK 235851102 14,695 171,448 SH   DFND 1,2,3 171,448 0 0
DELPHI AUTOMOTIVE PLC COMMON STOCK B783TY6 14,457 198,800 SH   DFND 1,2,3 198,800 0 0
DEUTSCHE BANK AG NAMEN COMMON STOCK 5750355 5,182 171,418 SH   DFND 1,2,3 171,418 0 0
DOW CHEMICAL CO COMMON STOCK 260543103 82 1,800 SH   DFND 1,2,3 1,800 0 0
DREAMWORKS ANIMATION SKG INC CL A COMMON STOCK 26153C103 1,469 65,784 SH   DFND 1,2,3 65,784 0 0
EATON CORP PLC COMMON STOCK B8KQN82 16,093 236,800 SH   DFND 1,2,3 236,800 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 98 1,500 SH   DFND 1,2,3 1,500 0 0
ENBRIDGE INC COMMON STOCK 29250N105 13,565 263,000 SH   DFND 1,2,3 263,000 0 0
ENERSIS SA ADR COMMON STOCK 29274F104 41,027 2,559,393 SH   DFND 1,2,3 2,559,393 0 0
ENSCO PLC CL A COMMON STOCK B4VLR19 1,225 40,900 SH   DFND 1,2,3 40,900 0 0
EXPRESS SCRIPTS HOLDING CO COMMON STOCK 30219G108 2,963 35,000 SH   DFND 1,2,3 35,000 0 0
FREEPORT-MCMORAN INC COMMON STOCK 35671D857 2,206 94,454 SH   DFND 1,2,3 94,454 0 0
FREESCALE SEMICONDUCTOR LTD COMMON STOCK B4349B0 3,098 122,800 SH   DFND 1,2,3 122,800 0 0
GERDAU SA PN ADR COMMON STOCK 373737105 7,965 2,243,700 SH   DFND 1,2,3 2,243,700 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 33,368 354,000 SH   DFND 1,2,3 354,000 0 0
GOLAR LNG LTD (USD) COMMON STOCK 2367963 3,322 91,100 SH   DFND 1,2,3 91,100 0 0
GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 41,261 212,870 SH   DFND 1,2,3 212,870 0 0
GOOGLE INC CL A COMMON STOCK 38259P508 9,410 17,733 SH   DFND 1,2,3 17,733 0 0
GRANA Y MONTERO SAA ADR COMMON STOCK 38500P208 7,364 582,600 SH   DFND 1,2,3 582,600 0 0
HALLIBURTON CO COMMON STOCK 406216101 3,303 83,976 SH   DFND 1,2,3 83,976 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 7,875 189,800 SH   DFND 1,2,3 189,800 0 0
HOME DEPOT INC COMMON STOCK 437076102 7,001 66,700 SH   DFND 1,2,3 66,700 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 77,535 6,713,000 SH   DFND 1,2,3 6,713,000 0 0
IDEX CORP COMMON STOCK 45167R104 5,367 68,952 SH   DFND 1,2,3 68,952 0 0
INCYTE CORP COMMON STOCK 45337C102 21,723 297,132 SH   DFND 1,2,3 297,132 0 0
INFOSYS LTD ADR COMMON STOCK 456788108 7,028 223,400 SH   DFND 1,2,3 223,400 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 5,241 23,900 SH   DFND 1,2,3 23,900 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 462846106 3,242 83,853 SH   DFND 1,2,3 83,853 0 0
ITAU UNIBANCO HOLDING SA PN ADR COMMON STOCK 465562106 35,485 2,727,486 SH   DFND 1,2,3 2,727,486 0 0
JABIL CIRCUIT INC COMMON STOCK 466313103 2,757 126,300 SH   DFND 1,2,3 126,300 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 8,398 134,196 SH   DFND 1,2,3 134,196 0 0
KINDER MORGAN INC COMMON STOCK 49456B101 63 1,500 SH   DFND 1,2,3 1,500 0 0
LIBERTY GLOBAL PLC CL A COMMON STOCK B8W6766 7,757 154,500 SH   DFND 1,2,3 154,500 0 0
LULULEMON ATHLETICA INC COMMON STOCK 550021109 4,960 88,900 SH   DFND 1,2,3 88,900 0 0
LYONDELLBASELL INDUSTRIES NV COMMON STOCK B3SPXZ3 94 1,190 SH   DFND 1,2,3 1,190 0 0
MARSH & MCLENNAN COMPANIES INC COMMON STOCK 571748102 14,922 260,700 SH   DFND 1,2,3 260,700 0 0
MELCO CROWN ENTERTAINMENT LTD ADR COMMON STOCK 585464100 74,798 2,944,800 SH   DFND 1,2,3 2,944,800 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 12,205 95,600 SH   DFND 1,2,3 95,600 0 0
MERCK & CO INC COMMON STOCK 58933Y105 10,779 189,800 SH   DFND 1,2,3 189,800 0 0
MERCURY GENERAL CORP COMMON STOCK 589400100 108 1,900 SH   DFND 1,2,3 1,900 0 0
MICROSOFT CORP COMMON STOCK 594918104 17,238 371,100 SH   DFND 1,2,3 371,100 0 0
MINDRAY MEDICAL INTL LTD CL A ADR COMMON STOCK 602675100 10,267 388,900 SH   DFND 1,2,3 388,900 0 0
MOBILE TELESYSTEMS OJSC ADR COMMON STOCK 607409109 12,027 1,675,100 SH   DFND 1,2,3 1,675,100 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 2,267 62,400 SH   DFND 1,2,3 62,400 0 0
MONSANTO CO COMMON STOCK 61166W101 8,725 73,029 SH   DFND 1,2,3 73,029 0 0
MOSAIC COMPANY (THE) COMMON STOCK 61945C103 2,196 48,100 SH   DFND 1,2,3 48,100 0 0
NETAPP INC COMMON STOCK 64110D104 2,694 65,000 SH   DFND 1,2,3 65,000 0 0
NEW ORIENTAL EDU & TECH GRP INC ADR COMMON STOCK 647581107 3,606 176,700 SH   DFND 1,2,3 176,700 0 0
NEWELL RUBBERMAID INC COMMON STOCK 651229106 15,343 402,800 SH   DFND 1,2,3 402,800 0 0
NIELSEN NV COMMON STOCK B4NTRF5 15,168 339,100 SH   DFND 1,2,3 339,100 0 0
NOBLE ENERGY INC COMMON STOCK 655044105 8,609 181,500 SH   DFND 1,2,3 181,500 0 0
NUCOR CORP COMMON STOCK 670346105 61 1,240 SH   DFND 1,2,3 1,240 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 2,808 277,200 SH   DFND 1,2,3 277,200 0 0
ORACLE CORP COMMON STOCK 68389X105 5,725 127,300 SH   DFND 1,2,3 127,300 0 0
PACWEST BANCORP COMMON STOCK 695263103 64 1,400 SH   DFND 1,2,3 1,400 0 0
PAYCHEX INC COMMON STOCK 704326107 120 2,600 SH   DFND 1,2,3 2,600 0 0
PFIZER INC COMMON STOCK 717081103 115 3,700 SH   DFND 1,2,3 3,700 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 8,450 103,749 SH   DFND 1,2,3 103,749 0 0
PHILIPPINE LDTEL ADR COMMON STOCK 718252604 57 900 SH   DFND 1,2,3 900 0 0
POLYPORE INTERNATIONAL INC COMMON STOCK 73179V103 8,988 191,040 SH   DFND 1,2,3 191,040 0 0
PRAXAIR INC COMMON STOCK 74005P104 9,173 70,800 SH   DFND 1,2,3 70,800 0 0
PROCTER & GAMBLE CO COMMON STOCK 742718109 11,113 122,000 SH   DFND 1,2,3 122,000 0 0
PUMA BIOTECHNOLOGY INC COMMON STOCK 74587V107 7,154 37,800 SH   DFND 1,2,3 37,800 0 0
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 872 13,000 SH   DFND 1,2,3 13,000 0 0
RECEPTOS INC COMMON STOCK 756207106 11,369 92,800 SH   DFND 1,2,3 92,800 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK 2754907 11,738 142,400 SH   DFND 1,2,3 142,400 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 13,667 160,022 SH   DFND 1,2,3 160,022 0 0
SEADRILL LTD COMMON STOCK B09RMQ1 4,252 368,797 SH   DFND 1,2,3 368,797 0 0
SEADRILL LTD (USD) COMMON STOCK B0HWHV8 2,070 173,400 SH   DFND 1,2,3 173,400 0 0
ST JUDE MEDICAL COMMON STOCK 790849103 5,959 91,635 SH   DFND 1,2,3 91,635 0 0
STARBUCKS CORP COMMON STOCK 855244109 13,169 160,500 SH   DFND 1,2,3 160,500 0 0
SYNCHRONY FINANCIAL COMMON STOCK 87165B103 4,521 151,952 SH   DFND 1,2,3 151,952 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 3,187 37,600 SH   DFND 1,2,3 37,600 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 3,206 143,248 SH   DFND 1,2,3 143,248 0 0
TENARIS SA ADR COMMON STOCK 88031M109 12,699 420,346 SH   DFND 1,2,3 420,346 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 118 2,200 SH   DFND 1,2,3 2,200 0 0
TIM PARTICIPACOES SA ON ADR COMMON STOCK 88706P205 1,739 78,300 SH   DFND 1,2,3 78,300 0 0
TOWERS WATSON & CO CL A COMMON STOCK 891894107 2,829 25,000 SH   DFND 1,2,3 25,000 0 0
UMPQUA HOLDINGS CORP COMMON STOCK 904214103 189 11,100 SH   DFND 1,2,3 11,100 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 1,850 16,091 SH   DFND 1,2,3 16,091 0 0
VALE SA ON ADR COMMON STOCK 91912E105 48,531 5,932,900 SH   DFND 1,2,3 5,932,900 0 0
VALE SA PNA ADR COMMON STOCK 91912E204 4,500 619,800 SH   DFND 1,2,3 619,800 0 0
VERISIGN INC COMMON STOCK 92343E102 6,663 116,900 SH   DFND 1,2,3 116,900 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 302 6,460 SH   DFND 1,2,3 6,460 0 0
VISA INC CL A COMMON STOCK 92826C839 17,528 66,850 SH   DFND 1,2,3 66,850 0 0
WELLS FARGO & CO COMMON STOCK 949746101 19,149 349,300 SH   DFND 1,2,3 349,300 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 11,256 58,100 SH   DFND 1,2,3 58,100 0 0
XILINX INC COMMON STOCK 983919101 4,589 106,000 SH   DFND 1,2,3 106,000 0 0
XOOM CORP COMMON STOCK 98419Q101 9,545 545,143 SH   DFND 1,2,3 545,143 0 0
YANDEX NV A COMMON STOCK B5BSZB3 57,177 3,183,550 SH   DFND 1,2,3 3,183,550 0 0
YPF SOCIEDAD ANONIMA D ADR COMMON STOCK 984245100 34,686 1,310,400 SH   DFND 1,2,3 1,310,400 0 0