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 COM 00287Y109 1,208 12,769 SH   DFND   12,769 0 0
ABBVIE INC COM 00287Y109 1,479,397 15,641,755 SH   DFND 1 15,641,755 0 0
ALCOA CORP COM 013872106 114,317 2,829,621 SH   DFND 1 2,829,621 0 0
ALPHABET INC CAP STK CL C 02079K107 730,447 612,036 SH   DFND 1 612,036 0 0
ALPHABET INC CAP STK CL C 02079K107 619 519 SH   DFND   519 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 2,127 4,254,996 SH   DFND 1 4,254,996 0 0
ALTA MESA RES INC CL A 02133L109 144 34,360 SH   DFND   34,360 0 0
ALTA MESA RES INC CL A 02133L109 119,442 28,574,562 SH   DFND 1 28,574,562 0 0
AMGEN INC COM 031162100 240 1,158 SH   DFND   1,158 0 0
AMGEN INC COM 031162100 54,371 262,293 SH   DFND 1 262,293 0 0
ANTHEM INC COM 036752103 649,207 2,368,937 SH   DFND 1 2,368,937 0 0
APACHE CORP COM 037411105 388 8,134 SH   DFND   8,134 0 0
APACHE CORP COM 037411105 748,544 15,702,621 SH   DFND 1 15,702,621 0 0
ARCONIC INC COM 03965L100 182 8,263 SH   DFND   8,263 0 0
ARCONIC INC COM 03965L100 752,015 34,166,950 SH   DFND 1 34,166,950 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 495,331 6,398,803 SH   DFND 1 6,398,803 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 2,043 48,969 SH   DFND   48,969 0 0
BARRICK GOLD CORP COM 067901108 32,704 2,951,645 SH   DFND 1 2,951,645 0 0
BARRICK GOLD CORP COM 067901108 195 17,602 SH   DFND   17,602 0 0
BERRY GLOBAL GROUP INC COM 08579W103 100,883 2,084,782 SH   DFND 1 2,084,782 0 0
BOOKING HLDGS INC COM 09857L108 224,289 113,049 SH   DFND 1 113,049 0 0
BP PLC SPONSORED ADR 055622104 237 5,143 SH   DFND   5,143 0 0
BP PLC SPONSORED ADR 055622104 101,620 2,204,338 SH   DFND 1 2,204,338 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 192,726 3,104,481 SH   DFND 1 3,104,481 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 764 12,312 SH   DFND   12,312 0 0
CELGENE CORP COM 151020104 540 6,031 SH   DFND   6,031 0 0
CELGENE CORP COM 151020104 928,590 10,376,471 SH   DFND 1 10,376,471 0 0
CITIGROUP INC COM NEW 172967424 896 12,488 SH   DFND 1 12,488 0 0
COPA HOLDINGS SA CL A P31076105 68,566 858,790 SH   DFND 1 858,790 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 9,981 668,078 SH   DFND 1 668,078 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 282,615 2,909,960 SH   DFND 1 2,909,960 0 0
DOLLAR GEN CORP NEW COM 256677105 560,418 5,127,336 SH   DFND 1 5,127,336 0 0
ENSCO PLC SHS CLASS A G3157S106 43,931 5,205,147 SH   DFND 1 5,205,147 0 0
FACEBOOK INC CL A 30303M102 371 2,254 SH   DFND   2,254 0 0
FACEBOOK INC CL A 30303M102 805,000 4,894,810 SH   DFND 1 4,894,810 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 162,472 5,844,311 SH   DFND 1 5,844,311 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 175 6,283 SH   DFND   6,283 0 0
HONDA MOTOR LTD AMERN SHS 438128308 16,967 564,066 SH   DFND 1 564,066 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 9,079 188,048 SH   DFND 1 188,048 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 19,922 1,512,697 SH   DFND 1 1,512,697 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 176 13,371 SH   DFND   13,371 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 640 31,036 SH   DFND 1 31,036 0 0
MERCK & CO INC COM 58933Y105 55,637 784,288 SH   DFND 1 784,288 0 0
MERCK & CO INC COM 58933Y105 421 5,941 SH   DFND   5,941 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 10,420 1,302,498 SH   DFND   1,302,498 0 0
NETEASE INC SPONSORED ADR 64110W102 655 2,871 SH   DFND   2,871 0 0
NETEASE INC SPONSORED ADR 64110W102 2,229,350 9,767,140 SH   DFND 1 9,767,140 0 0
NIKE INC CL B 654106103 594,756 7,020,255 SH   DFND 1 7,020,255 0 0
PAYPAL HLDGS INC COM 70450Y103 248,923 2,833,827 SH   DFND 1 2,833,827 0 0
PEABODY ENERGY CORP NEW COM 704551100 307,437 8,626,186 SH   DFND 1 8,626,186 0 0
PERSPECTA INC COM 715347100 1,196 46,504 SH   DFND 1 46,504 0 0
PG&E CORP COM 69331C108 903 19,623 SH   DFND   19,623 0 0
PG&E CORP COM 69331C108 381,273 8,286,751 SH   DFND 1 8,286,751 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 926 13,054 SH   DFND   13,054 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 158,375 2,232,833 SH   DFND 1 2,232,833 0 0
SCHLUMBERGER LTD COM 806857108 330 5,416 SH   DFND   5,416 0 0
SCHLUMBERGER LTD COM 806857108 123,240 2,022,976 SH   DFND 1 2,022,976 0 0
SIGNET JEWELERS LIMITED SHS G81276100 148,066 2,245,800 SH   DFND 1 2,245,800 0 0
SOHU COM LTD SPONSORED ADS 83410S108 63,686 3,203,499 SH   DFND 1 3,203,499 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 2,166 19,206 SH   DFND   19,206 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 155,109 1,375,568 SH   DFND 1 1,375,568 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,975 370,458 SH   DFND 1 370,458 0 0
SYMANTEC CORP COM 871503108 202,728 9,526,689 SH   DFND 1 9,526,689 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 846 19,159 SH   DFND   19,159 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 225,063 5,096,535 SH   DFND 1 5,096,535 0 0
TEEKAY CORPORATION COM Y8564W103 10,333 1,533,018 SH   DFND 1 1,533,018 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 45,053 2,091,603 SH   DFND 1 2,091,603 0 0
TRANSOCEAN LTD REG SHS H8817H100 96,162 6,893,362 SH   DFND 1 6,893,362 0 0
UNITEDHEALTH GROUP INC COM 91324P102 282,940 1,063,524 SH   DFND 1 1,063,524 0 0
VALE S A ADR 91912E105 872,452 58,790,548 SH   DFND 1 58,790,548 0 0
WELLS FARGO CO NEW COM 949746101 463,149 8,811,810 SH   DFND 1 8,811,810 0 0
WELLS FARGO CO NEW COM 949746101 225 4,274 SH   DFND   4,274 0 0
XPO LOGISTICS INC COM 983793100 2,016,204 17,659,666 SH   DFND 1 17,659,666 0 0
XPO LOGISTICS INC COM 983793100 798 6,987 SH   DFND   6,987 0 0