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
3M CO COM 88579Y101 10,695 71,000 SH   DFND 1 71,000 0 0
ABBOTT LABORATORIES COM 002824100 7,723 172,000 SH   DFND 1 172,000 0 0
ABBVIE INC COM 00287Y109 11,548 195,000 SH   DFND 1 195,000 0 0
ACCENTURE PLC CL A COM G1151C101 15,254 146,000 SH   DFND 1 146,000 0 0
ACE LTD COM H0023R105 4,323 37,000 SH   DFND 1 37,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 14,896 385,000 SH   DFND 1 385,000 0 0
ADOBE SYSTEMS INC COM 00724F101 5,071 54,000 SH   DFND 1 54,000 0 0
AETNA INC COM 00817Y108 2,162 20,000 SH   DFND 1 20,000 0 0
AIR PRODUCTS + CHEMICALS COM 009158106 3,643 28,000 SH   DFND 1 28,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,789 53,000 SH   DFND 1 53,000 0 0
ALCOA INC COM 013817101 6,501 660,000 SH   DFND 1 660,000 0 0
ALEXION PHARMACEUTICALS COM 015351109 3,815 20,000 SH   DFND 1 20,000 0 0
ALIBABA GROUP HOLDING SP ADR 01609W102 27,653 340,343 SH   DFND 1 340,343 0 0
ALLERGAN PLC COM G0177J108 21,875 70,000 SH   DFND 1 70,000 0 0
ALLSTATE CORP COM 020002101 2,856 46,000 SH   DFND 1 46,000 0 0
ALPHABET INC CL A COM 02079K305 37,341 48,000 SH   DFND 1 48,000 0 0
ALPHABET INC CL C COM 02079K107 33,481 44,120 SH   DFND 1 44,120 0 0
ALTRIA GROUP INC COM 02209S103 13,095 225,000 SH   DFND 1 225,000 0 0
AMAZON.COM INC COM 023135106 38,524 57,000 SH   DFND 1 57,000 0 0
AMBEV SA ADR ADR 02319V103 10,881 2,445,060 SH   DFND 1 2,445,060 0 0
AMERICA MOVIL ADR SERIES ADR 02364W204 5,498 392,997 SH   DFND 1 392,997 0 0
AMERICAN ELECTRIC POWER COM 025537101 3,729 64,000 SH   DFND 1 64,000 0 0
AMERICAN EXPRESS CO COM 025816109 2,642 38,000 SH   DFND 1 38,000 0 0
AMERICAN INTERNATIONAL G COM 026874784 11,588 187,000 SH   DFND 1 187,000 0 0
AMERICAN TOWER CORP ADR 03027X100 9,113 94,000 SH   DFND 1 94,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 2,592 25,000 SH   DFND 1 25,000 0 0
AMGEN INC COM 031162100 12,983 80,000 SH   DFND 1 80,000 0 0
AMPHENOL CORP CL A COM 032095101 2,559 49,000 SH   DFND 1 49,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 3,206 66,000 SH   DFND 1 66,000 0 0
ANALOG DEVICES INC COM 032654105 2,047 37,000 SH   DFND 1 37,000 0 0
ANTHEM INC COM 036752103 2,788 20,000 SH   DFND 1 20,000 0 0
AON PLC COM G0408V102 3,043 33,000 SH   DFND 1 33,000 0 0
APACHE CORP COM 037411105 2,267 51,000 SH   DFND 1 51,000 0 0
APPLE INC COM 037833100 70,918 674,000 SH   DFND 1 674,000 0 0
APPLIED MATERIALS INC COM 038222105 2,987 160,000 SH   DFND 1 160,000 0 0
AT+T INC COM 00206R102 30,985 901,000 SH   DFND 1 901,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103 4,575 54,000 SH   DFND 1 54,000 0 0
AUTOZONE INC COM 053332102 6,677 9,000 SH   DFND 1 9,000 0 0
AVAGO TECHNOLOGIES LTD COM Y0486S104 4,790 33,000 SH   DFND 1 33,000 0 0
AVALONBAY COMMUNITIES INC COM 053484101 2,761 15,000 SH   DFND 1 15,000 0 0
BAIDU INC SPON ADR ADR 056752108 19,826 104,883 SH   DFND 1 104,883 0 0
BAKER HUGHES INC COM 057224107 1,427 31,000 SH   DFND 1 31,000 0 0
BANCO BRADESCO ADR ADR 059460303 9,091 1,893,934 SH   DFND 1 1,893,934 0 0
BANCOLOMBIA S.A. SPONS AD ADR 05968L102 1,604 60,000 SH   DFND 1 60,000 0 0
BANK OF AMERICA CORP COM 060505104 20,533 1,220,000 SH   DFND 1 1,220,000 0 0
BANK OF NEW YORK MELLON COM 064058100 5,771 140,000 SH   DFND 1 140,000 0 0
BAXALTA INC COM 07177M103 3,044 78,000 SH   DFND 1 78,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 2,974 78,000 SH   DFND 1 78,000 0 0
BB+T CORP COM 054937107 3,780 100,000 SH   DFND 1 100,000 0 0
BECTON DICKINSON AND CO COM 075887109 3,698 24,000 SH   DFND 1 24,000 0 0
BERKSHIRE HATHAWAY INC CL COM 084670702 30,349 230,000 SH   DFND 1 230,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 7,051 195,000 SH   DFND 1 195,000 0 0
BIOGEN INC COM 09062X103 6,125 20,000 SH   DFND 1 20,000 0 0
BOEING CO/THE COM 097023105 9,973 69,000 SH   DFND 1 69,000 0 0
BOSTON PROPERTIES INC COM 101121101 2,168 17,000 SH   DFND 1 17,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,582 140,000 SH   DFND 1 140,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 13,070 190,000 SH   DFND 1 190,000 0 0
BROADCOM CORP CL A COM 111320107 4,511 78,000 SH   DFND 1 78,000 0 0
BROWN FORMAN CORP CLASS B COM 115637209 7,942 80,000 SH   DFND 1 80,000 0 0
CAMERON INTERNATIONAL CO COM 13342B105 4,740 75,000 SH   DFND 1 75,000 0 0
CAMPBELL SOUP CO COM 134429109 1,314 25,000 SH   DFND 1 25,000 0 0
CAPITAL ONE FINANCIAL CO COM 14040H105 4,041 56,000 SH   DFND 1 56,000 0 0
CARDINAL HEALTH INC COM 14149Y108 3,659 41,000 SH   DFND 1 41,000 0 0
CARNIVAL CORP COM 143658300 2,669 49,000 SH   DFND 1 49,000 0 0
CELGENE CORP COM 151020104 7,186 60,000 SH   DFND 1 60,000 0 0
CHEVRON CORP COM 166764100 25,495 283,500 SH   DFND 1 283,500 0 0
CHUBB CORP COM 171232101 3,448 26,000 SH   DFND 1 26,000 0 0
CHURCH + DWIGHT CO INC COM 171340102 1,867 22,000 SH   DFND 1 22,000 0 0
CIA SIDERURGICA NACL SP ADR 20440W105 58 60,762 SH   DFND 1 60,762 0 0
CINTAS CORP COM 172908105 7,921 87,000 SH   DFND 1 87,000 0 0
CISCO SYSTEMS INC COM 17275R102 15,476 570,000 SH   DFND 1 570,000 0 0
CITIGROUP INC COM 172967424 31,568 610,000 SH   DFND 1 610,000 0 0
CITRIX SYSTEMS INC COM 177376100 4,916 65,000 SH   DFND 1 65,000 0 0
CLOROX COMPANY COM 189054109 2,282 18,000 SH   DFND 1 18,000 0 0
CME GROUP INC COM 12572Q105 5,436 60,000 SH   SOLE   60,000 0 0
COCA COLA CO/THE COM 191216100 22,892 533,000 SH   DFND 1 533,000 0 0
COCA COLA ENTERPRISES COM 19122T109 1,478 30,000 SH   DFND 1 30,000 0 0
COGNIZANT TECH SOLUTIONS COM 192446102 5,220 87,000 SH   DFND 1 87,000 0 0
COLGATE PALMOLIVE CO COM 194162103 7,925 119,000 SH   DFND 1 119,000 0 0
COMCAST CORP CLASS A COM 20030N101 18,788 333,000 SH   DFND 1 333,000 0 0
CONAGRA FOODS INC COM 205887102 2,403 57,000 SH   DFND 1 57,000 0 0
CONOCOPHILLIPS COM 20825C104 9,196 197,000 SH   DFND 1 197,000 0 0
CONSOLIDATED EDISON INC COM 209115104 2,570 40,000 SH   DFND 1 40,000 0 0
CONSTELLATION BRANDS INC COM 21036P108 19,083 134,000 SH   DFND 1 134,000 0 0
CORNING INC COM 219350105 2,558 140,000 SH   DFND 1 140,000 0 0
COSTCO WHOLESALE CORP COM 22160K105 17,119 106,000 SH   DFND 1 106,000 0 0
CREDICORP LTD COM G2519Y108 6,779 69,758 SH   DFND 1 69,758 0 0
CROWN CASTLE INTL CORP COM 22822V101 3,717 43,000 SH   DFND 1 43,000 0 0
CSX CORP COM 126408103 3,761 145,000 SH   DFND 1 145,000 0 0
CTRIP.COM INTERNATIONAL ADR 22943F100 9,725 210,000 SH   DFND 1 210,000 0 0
CVS HEALTH CORP COM 126650100 10,263 105,000 SH   DFND 1 105,000 0 0
DANAHER CORP W/D COM 235851102 6,128 66,000 SH   DFND 1 66,000 0 0
DAVITA HEALTHCARE PARTNER COM 23918K108 2,021 29,000 SH   DFND 1 29,000 0 0
DELPHI AUTOMOTIVE PLC COM G27823106 3,343 39,000 SH   DFND 1 39,000 0 0
DEVON ENERGY CORP COM 25179M103 1,280 40,000 SH   DFND 1 40,000 0 0
DISCOVER FINANCIAL SERVIC COM 254709108 3,110 58,000 SH   DFND 1 58,000 0 0
DOMINION RESOURCES INC/VA COM 25746U109 5,274 78,000 SH   DFND 1 78,000 0 0
DOW CHEMICAL CO W/D COM 260543103 15,438 300,000 SH   DFND 1 300,000 0 0
DR PEPPER SNAPPLE GROUP COM 26138E109 2,423 26,000 SH   DFND 1 26,000 0 0
DTE ENERGY COMPANY COM 233331107 2,004 25,000 SH   DFND 1 25,000 0 0
DU PONT (E.I.) DE NEMOURS COM 263534109 6,858 103,000 SH   DFND 1 103,000 0 0
DUKE ENERGY CORP COM 26441C204 6,423 90,000 SH   DFND 1 90,000 0 0
EATON CORP PLC COM G29183103 3,954 76,000 SH   DFND 1 76,000 0 0
EBAY INC COM 278642103 3,928 143,000 SH   DFND 1 143,000 0 0
ECOLAB INC COM 278865100 14,869 130,000 SH   DFND 1 130,000 0 0
EDGEWELL PERSONAL CARE CO COM 28035Q102 5,564 71,000 SH   DFND 1 71,000 0 0
EDISON INTERNATIONAL COM 281020107 2,486 42,000 SH   DFND 1 42,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,211 28,000 SH   DFND 1 28,000 0 0
ELECTRONIC ARTS INC COM 285512109 13,744 200,000 SH   DFND 1 200,000 0 0
ELI LILLY + CO COM 532457108 9,686 115,000 SH   DFND 1 115,000 0 0
EMC CORP/MA COM 268648102 6,418 250,000 SH   DFND 1 250,000 0 0
EMERSON ELECTRIC CO COM 291011104 3,587 75,000 SH   DFND 1 75,000 0 0
ENERGIZER HOLDINGS INC COM 29272W109 2,418 71,000 SH   DFND 1 71,000 0 0
ENTERGY CORP COM 29364G103 1,914 28,000 SH   DFND 1 28,000 0 0
EOG RESOURCES INC COM 26875P101 5,592 79,000 SH   DFND 1 79,000 0 0
EQUIFAX INC COM 294429105 1,782 16,000 SH   DFND 1 16,000 0 0
EQUITY RESIDENTIAL COM 29476L107 3,344 41,000 SH   DFND 1 41,000 0 0
EVERSOURCE ENERGY COM 30040W108 2,247 44,000 SH   DFND 1 44,000 0 0
EXELON CORP COM 30161N101 3,777 136,000 SH   DFND 1 136,000 0 0
EXPRESS SCRIPTS HOLDING COM 30219G108 6,117 70,000 SH   DFND 1 70,000 0 0
EXXON MOBIL CORP COM 30231G102 43,635 560,000 SH   DFND 1 560,000 0 0
FACEBOOK INC A COM 30303M102 27,371 261,552 SH   DFND 1 261,552 0 0
FEDEX CORP COM 31428X106 4,467 30,000 SH   DFND 1 30,000 0 0
FIBRIA CELULOSE SA SPON A ADR 31573A109 5,981 471,698 SH   DFND 1 471,698 0 0
FIRSTENERGY CORP COM 337932107 5,172 163,000 SH   DFND 1 163,000 0 0
FISERV INC COM 337738108 3,658 40,000 SH   DFND 1 40,000 0 0
FOMENTO ECONOMICO MEX SP ADR 344419106 9,500 102,919 SH   DFND 1 102,919 0 0
FORD MOTOR CO COM 345370860 7,040 500,000 SH   DFND 1 500,000 0 0
GENERAL DYNAMICS CORP COM 369550108 5,493 40,000 SH   DFND 1 40,000 0 0
GENERAL ELECTRIC CO W/D COM 369604103 33,153 1,065,000 SH   DFND 1 1,065,000 0 0
GENERAL MILLS INC COM 370334104 5,245 91,000 SH   DFND 1 91,000 0 0
GENERAL MOTORS CO COM 37045V100 6,464 190,000 SH   DFND 1 190,000 0 0
GILEAD SCIENCES INC COM 375558103 17,502 173,000 SH   DFND 1 173,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,103 45,000 SH   DFND 1 45,000 0 0
GRUPO TELEVISA SA SPON AD ADR 40049J206 6,892 253,375 SH   DFND 1 253,375 0 0
HALLIBURTON CO COM 406216101 3,335 98,000 SH   DFND 1 98,000 0 0
HARLEY DAVIDSON INC COM 412822108 1,588 35,000 SH   DFND 1 35,000 0 0
HARTFORD FINANCIAL SVCS COM 416515104 15,124 348,000 SH   DFND 1 348,000 0 0
HASBRO INC COM 418056107 12,118 180,000 SH   DFND 1 180,000 0 0
HCA HOLDINGS INC COM 40412C101 2,705 40,000 SH   DFND 1 40,000 0 0
HEWLETT PACKARD ENTERPRIS COM 42824C109 2,277 150,000 SH   DFND 1 150,000 0 0
HOME DEPOT INC COM 437076102 29,093 220,000 SH   DFND 1 220,000 0 0
HONEYWELL INTERNATIONAL COM 438516106 18,325 177,000 SH   DFND 1 177,000 0 0
HP INC COM 40434L105 1,775 150,000 SH   DFND 1 150,000 0 0
ILLINOIS TOOL WORKS COM 452308109 4,261 46,000 SH   DFND 1 46,000 0 0
INTEL CORP COM 458140100 24,728 718,000 SH   DFND 1 718,000 0 0
INTERCONTINENTAL EXCHANGE COM 45866F104 4,099 16,000 SH   DFND 1 16,000 0 0
INTL BUSINESS MACHINES COM 459200101 15,132 110,000 SH   DFND 1 110,000 0 0
IRON MOUNTAIN INC COM 46284V101 5,400 200,000 SH   DFND 1 200,000 0 0
ITAU UNIBANCO H SPON PRF ADR 465562106 13,340 2,052,342 SH   DFND 1 2,052,342 0 0
JARDEN CORP COM 471109108 3,768 66,000 SH   DFND 1 66,000 0 0
JD.COM INC ADR ADR 47215P106 10,496 325,346 SH   DFND 1 325,346 0 0
JOHNSON + JOHNSON COM 478160104 37,893 369,000 SH   DFND 1 369,000 0 0
JPMORGAN CHASE + CO COM 46625H100 28,389 430,000 SH   DFND 1 430,000 0 0
JUMEI INTERNATIONAL ADR ADR 48138L107 1,431 158,287 SH   DFND 1 158,287 0 0
JUNIPER NETWORKS INC COM 48203R104 1,214 44,000 SH   DFND 1 44,000 0 0
KANSAS CITY SOUTHERN COM 485170302 970 13,000 SH   DFND 1 13,000 0 0
KELLOGG CO COM 487836108 2,168 30,000 SH   DFND 1 30,000 0 0
KEYCORP COM 493267108 1,319 100,000 SH   DFND 1 100,000 0 0
KIMBERLY CLARK CORP COM 494368103 6,236 49,000 SH   DFND 1 49,000 0 0
KRAFT HEINZ CO/THE COM 500754106 4,728 65,000 SH   DFND 1 65,000 0 0
KROGER CO COM 501044101 9,700 232,000 SH   DFND 1 232,000 0 0
LINKEDIN CORP A COM 53578A108 4,040 17,948 SH   DFND 1 17,948 0 0
LOCKHEED MARTIN CORP COM 539830109 9,119 42,000 SH   DFND 1 42,000 0 0
LOWE S COS INC COM 548661107 7,602 100,000 SH   DFND 1 100,000 0 0
LYONDELLBASELL INDU CL A COM N53745100 3,996 46,000 SH   DFND 1 46,000 0 0
M + T BANK CORP COM 55261F104 1,819 15,000 SH   DFND 1 15,000 0 0
MANPOWERGROUP INC COM 56418H100 3,877 46,000 SH   DFND 1 46,000 0 0
MARATHON OIL CORP COM 565849106 1,006 80,000 SH   DFND 1 80,000 0 0
MARSH + MCLENNAN COS COM 571748102 3,882 70,000 SH   DFND 1 70,000 0 0
MASCO CORP COM 574599106 1,132 40,000 SH   DFND 1 40,000 0 0
MASTERCARD INC CLASS A COM 57636Q104 15,295 157,000 SH   DFND 1 157,000 0 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 1,330 35,000 SH   DFND 1 35,000 0 0
MCDONALD S CORP COM 580135101 19,493 165,000 SH   DFND 1 165,000 0 0
MCGRAW HILL FINANCIAL IN COM 580645109 5,421 55,000 SH   DFND 1 55,000 0 0
MCKESSON CORP COM 58155Q103 5,128 26,000 SH   DFND 1 26,000 0 0
MEDTRONIC PLC COM G5960L103 12,687 165,000 SH   DFND 1 165,000 0 0
MERCK + CO. INC. COM 58933Y105 16,846 319,000 SH   DFND 1 319,000 0 0
METLIFE INC COM 59156R108 5,059 105,000 SH   DFND 1 105,000 0 0
MICRON TECHNOLOGY INC COM 595112103 7,618 538,000 SH   DFND 1 538,000 0 0
MICROSOFT CORP COM 594918104 54,064 975,000 SH   DFND 1 975,000 0 0
MOHAWK INDUSTRIES INC COM 608190104 1,704 9,000 SH   DFND 1 9,000 0 0
MOLSON COORS BREWING COM 60871R209 1,503 16,000 SH   DFND 1 16,000 0 0
MONDELEZ INTERNATIONAL COM 609207105 11,793 263,000 SH   DFND 1 263,000 0 0
MOODY S CORP COM 615369105 3,010 30,000 SH   DFND 1 30,000 0 0
MORGAN STANLEY COM 617446448 4,929 155,000 SH   DFND 1 155,000 0 0
MYLAN NV COM N59465109 2,162 40,000 SH   DFND 1 40,000 0 0
NATIONAL OILWELL VARCO COM 637071101 1,407 42,000 SH   DFND 1 42,000 0 0
NETFLIX INC COM 64110L106 6,138 53,662 SH   DFND 1 53,662 0 0
NEW ORIENTAL EDUCATIO SP ADR 647581107 10,571 337,188 SH   DFND 1 337,188 0 0
NEWELL RUBBERMAID INC COM 651229106 4,714 107,000 SH   DFND 1 107,000 0 0
NEWMONT MINING CORP COM 651639106 11,681 650,000 SH   DFND 1 650,000 0 0
NEXTERA ENERGY INC COM 65339F101 9,347 90,000 SH   DFND 1 90,000 0 0
NIKE INC CL B COM 654106103 16,628 266,000 SH   DFND 1 266,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,213 38,000 SH   DFND 1 38,000 0 0
NORTHERN TRUST CORP COM 665859104 2,163 30,000 SH   DFND 1 30,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,909 26,000 SH   DFND 1 26,000 0 0
NVIDIA CORP COM 67066G104 4,614 140,000 SH   DFND 1 140,000 0 0
NXP SEMICONDUCTORS NV COM N6596X109 2,443 29,000 SH   DFND 1 29,000 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 3,294 13,000 SH   DFND 1 13,000 0 0
OCCIDENTAL PETROLEUM COR COM 674599105 6,964 103,000 SH   DFND 1 103,000 0 0
ORACLE CORP COM 68389X105 13,622 373,000 SH   DFND 1 373,000 0 0
P G + E CORP COM 69331C108 2,978 56,000 SH   DFND 1 56,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103 5,177 143,000 SH   DFND 1 143,000 0 0
PEPSICO INC COM 713448108 18,977 190,000 SH   DFND 1 190,000 0 0
PFIZER INC COM 717081103 22,266 690,000 SH   DFND 1 690,000 0 0
PHILIP MORRIS INTER COM 718172109 17,578 200,000 SH   DFND 1 200,000 0 0
PHILLIPS 66 COM 718546104 4,907 60,000 SH   DFND 1 60,000 0 0
PIONEER NATURAL RESOURCES COM 723787107 2,256 18,000 SH   DFND 1 18,000 0 0
PNC FINANCIAL SERVICES COM 693475105 5,909 62,000 SH   DFND 1 62,000 0 0
PPL CORP COM 69351T106 5,458 160,000 SH   DFND 1 160,000 0 0
PRECISION CASTPARTS CORP COM 740189105 4,177 18,000 SH   DFND 1 18,000 0 0
PRICELINE GROUP INC/THE COM 741503403 11,089 8,700 SH   DFND 1 8,700 0 0
PRINCIPAL FINANCIAL GROUP COM 74251V102 1,349 30,000 SH   DFND 1 30,000 0 0
PROCTER + GAMBLE CO/THE COM 742718109 24,214 305,000 SH   DFND 1 305,000 0 0
PROLOGIS INC COM 74340W103 3,047 71,000 SH   DFND 1 71,000 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 5,534 68,000 SH   DFND 1 68,000 0 0
PUBLIC SERVICE ENTERPRISE COM 744573106 4,524 117,000 SH   DFND 1 117,000 0 0
PUBLIC STORAGE COM 74460D109 4,211 17,000 SH   DFND 1 17,000 0 0
QIWI PLC SPONSORED ADR ADR 74735M108 2,659 148,160 SH   DFND 1 148,160 0 0
QUALCOMM INC COM 747525103 8,896 178,000 SH   DFND 1 178,000 0 0
RAYTHEON COMPANY COM 755111507 8,465 68,000 SH   DFND 1 68,000 0 0
RED HAT INC COM 756577102 1,739 21,000 SH   DFND 1 21,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,714 5,000 SH   DFND 1 5,000 0 0
REPUBLIC SERVICES INC COM 760759100 1,980 45,000 SH   DFND 1 45,000 0 0
REYNOLDS AMERICAN INC COM 761713106 16,099 349,000 SH   DFND 1 349,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,155 21,000 SH   DFND 1 21,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,086 11,000 SH   DFND 1 11,000 0 0
ROYAL CARIBBEAN CRUISES COM V7780T103 2,024 20,000 SH   DFND 1 20,000 0 0
SALESFORCE.COM INC COM 79466L302 9,953 127,000 SH   DFND 1 127,000 0 0
SANDISK CORP COM 80004C101 4,559 60,000 SH   DFND 1 60,000 0 0
SCHLUMBERGER LTD COM 806857108 11,504 165,000 SH   DFND 1 165,000 0 0
SEALED AIR CORP COM 81211K100 10,035 225,000 SH   DFND 1 225,000 0 0
SEMPRA ENERGY COM 816851109 3,384 36,000 SH   DFND 1 36,000 0 0
SIMON PROPERTY GROUP INC COM 828806109 8,164 42,000 SH   DFND 1 42,000 0 0
SINA CORP COM G81477104 2,897 58,659 SH   DFND 1 58,659 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,843 24,000 SH   DFND 1 24,000 0 0
SOUTHERN CO/THE COM 842587107 14,265 305,000 SH   DFND 1 305,000 0 0
SPECTRA ENERGY CORP COM 847560109 1,794 75,000 SH   DFND 1 75,000 0 0
ST JUDE MEDICAL INC COM 790849103 1,853 30,000 SH   DFND 1 30,000 0 0
STANLEY BLACK + DECKER COM 854502101 1,921 18,000 SH   DFND 1 18,000 0 0
STARBUCKS CORP COM 855244109 20,707 345,000 SH   DFND 1 345,000 0 0
STATE STREET CORP COM 857477103 3,518 53,000 SH   DFND 1 53,000 0 0
STRYKER CORP COM 863667101 3,252 35,000 SH   DFND 1 35,000 0 0
SUNTRUST BANKS INC COM 867914103 3,084 72,000 SH   DFND 1 72,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 13,035 428,914 SH   DFND 1 428,914 0 0
SYSCO CORP COM 871829107 4,918 120,000 SH   DFND 1 120,000 0 0
TARGET CORP COM 87612E106 5,226 72,000 SH   DFND 1 72,000 0 0
TE CONNECTIVITY LTD COM H84989104 3,101 48,000 SH   DFND 1 48,000 0 0
TEXAS INSTRUMENTS INC COM 882508104 9,866 180,000 SH   DFND 1 180,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 8,510 60,000 SH   DFND 1 60,000 0 0
TIME WARNER CABLE COM 88732J207 5,560 30,000 SH   DFND 1 30,000 0 0
TIME WARNER INC COM 887317303 6,077 94,000 SH   DFND 1 94,000 0 0
TJX COMPANIES INC COM 872540109 10,421 147,000 SH   DFND 1 147,000 0 0
TRACTOR SUPPLY COMPANY COM 892356106 4,702 55,000 SH   DFND 1 55,000 0 0
TRANSDIGM GROUP INC COM 893641100 2,282 10,000 SH   DFND 1 10,000 0 0
TRAVELERS COS INC/THE COM 89417E109 6,770 60,000 SH   DFND 1 60,000 0 0
TREEHOUSE FOODS INC COM 89469A104 9,489 121,000 SH   DFND 1 121,000 0 0
TWENTY FIRST CENTURY FOX COM 90130A101 2,716 100,000 SH   DFND 1 100,000 0 0
TYSON FOODS INC CL A COM 902494103 14,663 275,000 SH   DFND 1 275,000 0 0
UNION PACIFIC CORP COM 907818108 2,345 30,000 SH   DFND 1 30,000 0 0
UNITED PARCEL SERVICE CL COM 911312106 14,430 150,000 SH   DFND 1 150,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 8,643 90,000 SH   DFND 1 90,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,470 72,000 SH   DFND 1 72,000 0 0
UNIVERSAL HEALTH SERVICES COM 913903100 1,075 9,000 SH   DFND 1 9,000 0 0
US BANCORP COM 902973304 8,871 208,000 SH   DFND 1 208,000 0 0
VALERO ENERGY CORP COM 91913Y100 2,121 30,000 SH   DFND 1 30,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 24,953 540,000 SH   DFND 1 540,000 0 0
VERTEX PHARMACEUTICALS COM 92532F100 2,517 20,000 SH   DFND 1 20,000 0 0
VF CORP COM 918204108 3,360 54,000 SH   DFND 1 54,000 0 0
VIACOM INC CLASS B COM 92553P201 3,334 81,000 SH   DFND 1 81,000 0 0
VIPSHOP HOLDINGS LTD ADR 92763W103 4,123 270,000 SH   DFND 1 270,000 0 0
VISA INC CLASS A SHARES COM 92826C839 22,179 286,000 SH   DFND 1 286,000 0 0
VORNADO REALTY TRUST COM 929042109 1,899 19,000 SH   DFND 1 19,000 0 0
VOYA FINANCIAL INC COM 929089100 3,064 83,000 SH   DFND 1 83,000 0 0
VULCAN MATERIALS CO COM 929160109 5,698 60,000 SH   DFND 1 60,000 0 0
WAL MART STORES INC COM 931142103 8,827 144,000 SH   DFND 1 144,000 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 8,600 101,000 SH   DFND 1 101,000 0 0
WALT DISNEY CO/THE COM 254687106 30,467 290,000 SH   DFND 1 290,000 0 0
WASTE MANAGEMENT INC COM 94106L109 4,855 91,000 SH   DFND 1 91,000 0 0
WEC ENERGY GROUP INC COM 92939U106 4,821 94,000 SH   DFND 1 94,000 0 0
WELLS FARGO + CO COM 949746101 32,598 600,000 SH   DFND 1 600,000 0 0
WEYERHAEUSER CO COM 962166104 9,141 305,000 SH   DFND 1 305,000 0 0
WHITEWAVE FOODS CO COM 966244105 10,775 277,000 SH   DFND 1 277,000 0 0
XILINX INC COM 983919101 1,644 35,000 SH   DFND 1 35,000 0 0
YAHOO INC COM 984332106 3,159 95,000 SH   DFND 1 95,000 0 0
YANDEX NV A COM N97284108 2,619 166,680 SH   DFND 1 166,680 0 0
ZOETIS INC COM 98978V103 15,810 330,000 SH   DFND 1 330,000 0 0