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 15,054 86,000 SH   DFND 1 86,000 0 0
ABBOTT LABORATORIES COM 002824100 7,190 183,000 SH   DFND 1 183,000 0 0
ABBVIE INC COM 00287Y109 12,811 207,000 SH   DFND 1 207,000 0 0
ACCENTURE PLC CL A COM G1151C101 18,351 162,000 SH   DFND 1 162,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 10,106 255,000 SH   DFND 1 255,000 0 0
ADOBE SYSTEMS INC COM 00724F101 6,993 73,000 SH   DFND 1 73,000 0 0
ADVANCED MICRO DEVICES COM 007903107 1,283 250,000 SH   DFND 1 250,000 0 0
AETNA INC COM 00817Y108 5,374 44,000 SH   DFND 1 44,000 0 0
AFLAC INC COM 001055102 3,680 51,000 SH   DFND 1 51,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,862 42,000 SH   DFND 1 42,000 0 0
AIR PRODUCTS + CHEMICALS COM 009158106 3,977 28,000 SH   DFND 1 28,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 5,145 92,000 SH   DFND 1 92,000 0 0
ALCOA INC COM 013817101 6,304 680,000 SH   DFND 1 680,000 0 0
ALEXION PHARMACEUTICALS COM 015351109 817 7,000 SH   DFND 1 7,000 0 0
ALIBABA GROUP HOLDING SP ADR 01609W102 40,176 505,423 SH   DFND 1 505,423 0 0
ALLERGAN PLC COM G0177J108 10,162 44,000 SH   DFND 1 44,000 0 0
ALLSTATE CORP COM 020002101 3,217 46,000 SH   DFND 1 46,000 0 0
ALPHABET INC CL A COM 02079K305 25,308 36,000 SH   DFND 1 36,000 0 0
ALPHABET INC CL C COM 02079K107 24,916 36,000 SH   DFND 1 36,000 0 0
ALTRIA GROUP INC COM 02209S103 16,895 245,000 SH   DFND 1 245,000 0 0
AMAZON.COM INC COM 023135106 34,636 48,400 SH   DFND 1 48,400 0 0
AMBEV SA ADR ADR 02319V103 14,450 2,445,060 SH   DFND 1 2,445,060 0 0
AMEREN CORPORATION COM 023608102 1,607 30,000 SH   DFND 1 30,000 0 0
AMERICAN ELECTRIC POWER COM 025537101 4,484 64,000 SH   DFND 1 64,000 0 0
AMERICAN EXPRESS CO COM 025816109 5,953 98,000 SH   DFND 1 98,000 0 0
AMERICAN INTERNATIONAL COM 026874784 4,758 90,000 SH   DFND 1 90,000 0 0
AMERICAN TOWER CORP COM 03027X100 12,722 112,000 SH   DFND 1 112,000 0 0
AMERICAN WATER WORKS CO COM 030420103 3,295 39,000 SH   DFND 1 39,000 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 1,976 22,000 SH   DFND 1 22,000 0 0
AMGEN INC COM 031162100 13,085 86,000 SH   DFND 1 86,000 0 0
AMPHENOL CORP CL A COM 032095101 4,586 80,000 SH   DFND 1 80,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 3,302 62,000 SH   DFND 1 62,000 0 0
ANTERO RESOURCES CORP COM 03674X106 354 13,625 SH   SOLE   13,625 0 0
ANTHEM INC COM 036752103 2,627 20,000 SH   DFND 1 20,000 0 0
AON PLC COM G0408V102 3,604 33,000 SH   DFND 1 33,000 0 0
APACHE CORP COM 037411105 2,449 44,000 SH   DFND 1 44,000 0 0
APPLE INC COM 037833100 63,096 660,000 SH   DFND 1 660,000 0 0
APPLIED MATERIALS INC COM 038222105 4,744 198,000 SH   DFND 1 198,000 0 0
ARCHER DANIELS MIDLAND COM 039483102 3,215 75,000 SH   DFND 1 75,000 0 0
AT+T INC COM 00206R102 37,325 864,000 SH   DFND 1 864,000 0 0
AUTOMATIC DATA PROCESS COM 053015103 5,236 57,000 SH   DFND 1 57,000 0 0
AUTOZONE INC COM 053332102 3,011 3,800 SH   DFND 1 3,800 0 0
AVALONBAY COMMUNITIES COM 053484101 3,427 19,000 SH   DFND 1 19,000 0 0
AVERY DENNISON CORP COM 053611109 897 12,000 SH   DFND 1 12,000 0 0
BAIDU INC SPON ADR ADR 056752108 23,856 144,460 SH   DFND 1 144,460 0 0
BAKER HUGHES INC COM 057224107 2,482 55,000 SH   DFND 1 55,000 0 0
BANCO BRADESCO ADR ADR 059460303 20,111 2,578,327 SH   DFND 1 2,578,327 0 0
BANCOLOMBIA S.A. SPONS ADR 05968L102 2,095 60,000 SH   DFND 1 60,000 0 0
BANK OF AMERICA CORP COM 060505104 15,222 1,148,000 SH   DFND 1 1,148,000 0 0
BANK OF NEW YORK MELLON COM 064058100 5,052 130,000 SH   DFND 1 130,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 5,696 126,000 SH   DFND 1 126,000 0 0
BB+T CORP COM 054937107 3,668 103,000 SH   DFND 1 103,000 0 0
BECTON DICKINSON AND CO COM 075887109 4,579 27,000 SH   DFND 1 27,000 0 0
BEMIS COMPANY COM 081437105 2,420 47,000 SH   DFND 1 47,000 0 0
BERKSHIRE HATHAWAY INC COM 084670702 33,293 230,000 SH   DFND 1 230,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 11,930 307,000 SH   DFND 1 307,000 0 0
BIOGEN INC COM 09062X103 6,771 28,000 SH   DFND 1 28,000 0 0
BLACKROCK INC COM 09247X101 5,240 15,300 SH   DFND 1 15,300 0 0
BOEING CO/THE COM 097023105 9,607 74,000 SH   DFND 1 74,000 0 0
BOSTON PROPERTIES INC COM 101121101 2,242 17,000 SH   DFND 1 17,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,876 166,000 SH   DFND 1 166,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 15,372 209,000 SH   DFND 1 209,000 0 0
BROADCOM LTD COM Y09827109 10,101 65,000 SH   DFND 1 65,000 0 0
BROWN FORMAN CORP CLASS COM 115637209 1,397 14,000 SH   DFND 1 14,000 0 0
BUNGE LTD COM G16962105 1,123 19,000 SH   DFND 1 19,000 0 0
C.H. ROBINSON WORLDWIDE COM 12541W209 1,336 18,000 SH   DFND 1 18,000 0 0
CA INC COM 12673P105 1,214 37,000 SH   DFND 1 37,000 0 0
CABOT OIL + GAS CORP COM 127097103 1,544 60,000 SH   DFND 1 60,000 0 0
CAMPBELL SOUP CO COM 134429109 1,663 25,000 SH   DFND 1 25,000 0 0
CARDINAL HEALTH INC COM 14149Y108 2,106 27,000 SH   DFND 1 27,000 0 0
CBS CORP CLASS B NON VOT COM 124857202 2,939 54,000 SH   DFND 1 54,000 0 0
CDK GLOBAL INC COM 12508E101 2,386 43,000 SH   DFND 1 43,000 0 0
CDW CORP/DE COMMON STOCK COM 12514G108 1,052 26,246 SH   SOLE   26,246 0 0
CELGENE CORP COM 151020104 4,931 50,000 SH   DFND 1 50,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,296 54,000 SH   DFND 1 54,000 0 0
CERNER CORP COM 156782104 2,227 38,000 SH   DFND 1 38,000 0 0
CHARTER COMMUNICATIONS COM 16119P108 5,942 26,000 SH   DFND 1 26,000 0 0
CHEVRON CORP COM 166764100 34,067 325,000 SH   DFND 1 325,000 0 0
CHUBB LTD COM H1467J104 12,808 98,000 SH   DFND 1 98,000 0 0
CHURCH + DWIGHT CO INC COM 171340102 2,263 22,000 SH   DFND 1 22,000 0 0
CIA SIDERURGICA NACL SP ADR 20440W105 148 60,762 SH   DFND 1 60,762 0 0
CIGNA CORP COM 125509109 4,095 32,000 SH   DFND 1 32,000 0 0
CINCINNATI FINANCIAL COR COM 172062101 1,348 18,000 SH   DFND 1 18,000 0 0
CISCO SYSTEMS INC COM 17275R102 17,782 620,000 SH   DFND 1 620,000 0 0
CITIGROUP INC COM 172967424 15,264 360,000 SH   DFND 1 360,000 0 0
CITRIX SYSTEMS INC COM 177376100 6,964 87,000 SH   DFND 1 87,000 0 0
CLOROX COMPANY COM 189054109 2,490 18,000 SH   DFND 1 18,000 0 0
CME GROUP INC COM 12572Q105 3,894 40,000 SH   DFND 1 40,000 0 0
CME GROUP INC COM 12572Q105 5,844 60,000 SH   SOLE   60,000 0 0
COACH INC COM 189754104 1,425 35,000 SH   DFND 1 35,000 0 0
COCA COLA CO/THE COM 191216100 23,159 511,000 SH   DFND 1 511,000 0 0
COGNIZANT TECH SOLUTIONS COM 192446102 1,774 31,000 SH   DFND 1 31,000 0 0
COLGATE PALMOLIVE CO COM 194162103 8,123 111,000 SH   DFND 1 111,000 0 0
COMCAST CORP CLASS A COM 20030N101 21,708 333,000 SH   DFND 1 333,000 0 0
CONAGRA FOODS INC COM 205887102 2,725 57,000 SH   DFND 1 57,000 0 0
CONCHO RESOURCES INC COM 20605P101 1,968 16,500 SH   DFND 1 16,500 0 0
CONOCOPHILLIPS COM 20825C104 6,756 155,000 SH   DFND 1 155,000 0 0
CONSOLIDATED EDISON INC COM 209115104 2,976 37,000 SH   DFND 1 37,000 0 0
CONSTELLATION BRANDS INC COM 21036P108 19,186 116,000 SH   DFND 1 116,000 0 0
CORNING INC COM 219350105 2,867 140,000 SH   DFND 1 140,000 0 0
COSTCO WHOLESALE CORP COM 22160K105 5,810 37,000 SH   DFND 1 37,000 0 0
CR BARD INC COM 067383109 3,527 15,000 SH   DFND 1 15,000 0 0
CREDICORP LTD COM G2519Y108 10,762 69,758 SH   DFND 1 69,758 0 0
CROWN CASTLE INTL CORP COM 22822V101 4,361 43,000 SH   DFND 1 43,000 0 0
CSX CORP COM 126408103 3,207 123,000 SH   DFND 1 123,000 0 0
CTRIP.COM INTERNATIONAL ADR 22943F100 12,592 305,717 SH   DFND 1 305,717 0 0
CVS HEALTH CORP COM 126650100 13,211 138,000 SH   DFND 1 138,000 0 0
DANAHER CORP W/D COM 235851102 7,271 72,000 SH   DFND 1 72,000 0 0
DAVITA HEALTHCARE PARTN COM 23918K108 2,242 29,000 SH   DFND 1 29,000 0 0
DEVON ENERGY CORP COM 25179M103 2,282 63,000 SH   DFND 1 63,000 0 0
DIGITAL REALTY TRUST INC COM 253868103 2,071 19,000 SH   DFND 1 19,000 0 0
DISCOVER FINANCIAL SERV COM 254709108 2,894 54,000 SH   DFND 1 54,000 0 0
DOLLAR GENERAL CORP COM 256677105 2,914 31,000 SH   DFND 1 31,000 0 0
DOLLAR TREE INC COM 256746108 3,958 42,000 SH   DFND 1 42,000 0 0
DOMINION RESOURCES INC COM 25746U109 1,948 25,000 SH   DFND 1 25,000 0 0
DOVER CORP COM 260003108 1,386 20,000 SH   DFND 1 20,000 0 0
DOW CHEMICAL CO W/D COM 260543103 12,475 251,000 SH   DFND 1 251,000 0 0
DTE ENERGY COMPANY COM 233331107 2,280 23,000 SH   DFND 1 23,000 0 0
DU PONT (E.I.) DE NEMOUR COM 263534109 6,668 103,000 SH   DFND 1 103,000 0 0
DUKE ENERGY CORP COM 26441C204 7,720 90,000 SH   DFND 1 90,000 0 0
DUKE REALTY CORP COM 264411505 1,172 44,000 SH   DFND 1 44,000 0 0
EATON CORP PLC COM G29183103 3,284 55,000 SH   DFND 1 55,000 0 0
ECOLAB INC COM 278865100 3,913 33,000 SH   DFND 1 33,000 0 0
EDGEWELL PERSONAL CARE COM 28035Q102 5,993 71,000 SH   DFND 1 71,000 0 0
EDISON INTERNATIONAL COM 281020107 4,271 55,000 SH   DFND 1 55,000 0 0
EDWARDS LIFESCIENCES COR COM 28176E108 4,987 50,000 SH   DFND 1 50,000 0 0
ELECTRONIC ARTS INC COM 285512109 11,364 150,000 SH   DFND 1 150,000 0 0
ELI LILLY + CO COM 532457108 9,055 115,000 SH   DFND 1 115,000 0 0
EMC CORP/MA COM 268648102 6,790 250,000 SH   DFND 1 250,000 0 0
ENERGIZER HOLDINGS INC COM 29272W109 10,345 201,000 SH   DFND 1 201,000 0 0
EOG RESOURCES INC COM 26875P101 5,671 68,000 SH   DFND 1 68,000 0 0
EQT CORP COM 26884L109 1,548 20,000 SH   DFND 1 20,000 0 0
EQUIFAX INC COM 294429105 7,060 55,000 SH   DFND 1 55,000 0 0
EQUINIX INC COM 29444U700 3,490 9,000 SH   DFND 1 9,000 0 0
EQUITY RESIDENTIAL COM 29476L107 2,824 41,000 SH   DFND 1 41,000 0 0
ESSEX PROPERTY TRUST INC COM 297178105 1,938 8,500 SH   DFND 1 8,500 0 0
ESTEE LAUDER COMPANIES COM 518439104 2,458 27,000 SH   DFND 1 27,000 0 0
EVERSOURCE ENERGY COM 30040W108 2,635 44,000 SH   DFND 1 44,000 0 0
EXELON CORP COM 30161N101 4,942 136,000 SH   DFND 1 136,000 0 0
EXPRESS SCRIPTS HOLDING COM 30219G108 6,139 81,000 SH   DFND 1 81,000 0 0
EXXON MOBIL CORP COM 30231G102 57,550 614,000 SH   DFND 1 614,000 0 0
FACEBOOK INC A COM 30303M102 30,741 269,000 SH   DFND 1 269,000 0 0
FEDEX CORP COM 31428X106 2,883 19,000 SH   DFND 1 19,000 0 0
FIBRIA CELULOSE SA SPON ADR 31573A109 3,184 471,698 SH   DFND 1 471,698 0 0
FIDELITY NATIONAL INFO COM 31620M106 3,020 41,000 SH   DFND 1 41,000 0 0
FISERV INC COM 337738108 5,654 52,000 SH   DFND 1 52,000 0 0
FOMENTO ECONOMICO MEX ADR 344419106 10,869 117,508 SH   DFND 1 117,508 0 0
FORD MOTOR CO COM 345370860 5,024 400,000 SH   DFND 1 400,000 0 0
FREEPORT MCMORAN INC COM 35671D857 1,782 160,000 SH   DFND 1 160,000 0 0
GENERAL DYNAMICS CORP COM 369550108 1,253 9,000 SH   DFND 1 9,000 0 0
GENERAL ELECTRIC CO COM 369604103 36,863 1,171,000 SH   DFND 1 1,171,000 0 0
GENERAL GROWTH PROPERTI COM 370023103 1,909 64,000 SH   DFND 1 64,000 0 0
GENERAL MILLS INC COM 370334104 5,207 73,000 SH   DFND 1 73,000 0 0
GENERAL MOTORS CO COM 37045V100 1,415 50,000 SH   DFND 1 50,000 0 0
GENUINE PARTS CO COM 372460105 1,822 18,000 SH   DFND 1 18,000 0 0
GILEAD SCIENCES INC COM 375558103 11,759 141,000 SH   DFND 1 141,000 0 0
GLAUKOS CORP COM 377322102 426 14,623 SH   DFND 1 14,623 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,431 50,000 SH   DFND 1 50,000 0 0
HALLIBURTON CO COM 406216101 4,436 98,000 SH   DFND 1 98,000 0 0
HARRIS CORP COM 413875105 1,084 13,000 SH   DFND 1 13,000 0 0
HARTFORD FINANCIAL SVCS COM 416515104 1,776 40,000 SH   DFND 1 40,000 0 0
HASBRO INC COM 418056107 11,336 135,000 SH   DFND 1 135,000 0 0
HCA HOLDINGS INC COM 40412C101 3,080 40,000 SH   DFND 1 40,000 0 0
HENRY SCHEIN INC COM 806407102 1,768 10,000 SH   DFND 1 10,000 0 0
HESS CORP COM 42809H107 2,103 35,000 SH   DFND 1 35,000 0 0
HEWLETT PACKARD ENTERPRI COM 42824C109 3,965 217,000 SH   DFND 1 217,000 0 0
HOME DEPOT INC COM 437076102 25,027 196,000 SH   DFND 1 196,000 0 0
HONEYWELL INTERNATIONAL COM 438516106 13,958 120,000 SH   DFND 1 120,000 0 0
HP INC COM 40434L105 1,881 150,000 SH   DFND 1 150,000 0 0
HUMANA INC COM 444859102 3,426 19,000 SH   DFND 1 19,000 0 0
ILLINOIS TOOL WORKS COM 452308109 6,873 66,000 SH   DFND 1 66,000 0 0
INGERSOLL RAND PLC COM G47791101 2,037 32,000 SH   DFND 1 32,000 0 0
INTEL CORP COM 458140100 19,418 592,000 SH   DFND 1 592,000 0 0
INTERCONTINENTAL EXCHANG COM 45866F104 4,096 16,000 SH   DFND 1 16,000 0 0
INTERNATIONAL PAPER CO COM 460146103 2,203 52,000 SH   DFND 1 52,000 0 0
INTL BUSINESS MACHINES COM 459200101 18,067 119,000 SH   DFND 1 119,000 0 0
INTL FLAVORS + FRAGRANCE COM 459506101 1,324 10,500 SH   DFND 1 10,500 0 0
INTUIT INC COM 461202103 3,348 30,000 SH   DFND 1 30,000 0 0
INTUITIVE SURGICAL INC COM 46120E602 3,108 4,700 SH   DFND 1 4,700 0 0
IRON MOUNTAIN INC COM 46284V101 7,964 200,000 SH   DFND 1 200,000 0 0
ITAU UNIBANCO H SPON PRF ADR 465562106 19,354 2,052,342 SH   DFND 1 2,052,342 0 0
JD.COM INC ADR ADR 47215P106 6,901 325,346 SH   DFND 1 325,346 0 0
JM SMUCKER CO/THE COM 832696405 2,286 15,000 SH   DFND 1 15,000 0 0
JOHNSON + JOHNSON COM 478160104 47,906 395,000 SH   DFND 1 395,000 0 0
JOHNSON CONTROLS INC COM 478366107 4,868 110,000 SH   DFND 1 110,000 0 0
JPMORGAN CHASE + CO COM 46625H100 28,345 456,000 SH   DFND 1 456,000 0 0
JUMEI INTERNATIONAL ADR ADR 48138L107 652 158,287 SH   DFND 1 158,287 0 0
KELLOGG CO COM 487836108 2,450 30,000 SH   DFND 1 30,000 0 0
KEYCORP COM 493267108 1,159 105,000 SH   DFND 1 105,000 0 0
KIMBERLY CLARK CORP COM 494368103 6,047 44,000 SH   DFND 1 44,000 0 0
KIMCO REALTY CORP COM 49446R109 1,568 50,000 SH   DFND 1 50,000 0 0
KINDER MORGAN INC COM 49456B101 4,397 235,000 SH   DFND 1 235,000 0 0
KLA TENCOR CORP COM 482480100 1,391 19,000 SH   DFND 1 19,000 0 0
KRAFT HEINZ CO/THE COM 500754106 6,546 74,000 SH   DFND 1 74,000 0 0
KROGER CO COM 501044101 3,016 82,000 SH   DFND 1 82,000 0 0
L 3 COMMUNICATIONS HOLD COM 502424104 1,466 10,000 SH   DFND 1 10,000 0 0
LAM RESEARCH CORP COM 512807108 1,681 20,000 SH   DFND 1 20,000 0 0
LAS VEGAS SANDS CORP COM 517834107 2,175 50,000 SH   DFND 1 50,000 0 0
LINCOLN NATIONAL CORP COM 534187109 1,202 31,000 SH   DFND 1 31,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 1,442 31,000 SH   DFND 1 31,000 0 0
LINKEDIN CORP A COM 53578A108 1,503 7,940 SH   DFND 1 7,940 0 0
LOCKHEED MARTIN CORP COM 539830109 17,131 69,000 SH   DFND 1 69,000 0 0
LOWE S COS INC COM 548661107 9,105 115,000 SH   DFND 1 115,000 0 0
M + T BANK CORP COM 55261F104 1,773 15,000 SH   DFND 1 15,000 0 0
MARATHON OIL CORP COM 565849106 1,619 108,000 SH   DFND 1 108,000 0 0
MARSH + MCLENNAN COS COM 571748102 5,817 85,000 SH   DFND 1 85,000 0 0
MARTIN MARIETTA MATERIAL COM 573284106 1,632 8,500 SH   DFND 1 8,500 0 0
MASCO CORP COM 574599106 1,238 40,000 SH   DFND 1 40,000 0 0
MASTERCARD INC CLASS A COM 57636Q104 9,602 109,000 SH   DFND 1 109,000 0 0
MAXIM INTEGRATED PRODUCT COM 57772K101 1,249 35,000 SH   DFND 1 35,000 0 0
MCCORMICK + CO NON VTG COM 579780206 1,600 15,000 SH   DFND 1 15,000 0 0
MCDONALD S CORP COM 580135101 13,476 112,000 SH   DFND 1 112,000 0 0
MCKESSON CORP COM 58155Q103 4,851 26,000 SH   DFND 1 26,000 0 0
MEAD JOHNSON NUTRITION COM 582839106 3,539 39,000 SH   DFND 1 39,000 0 0
MEDTRONIC PLC COM G5960L103 20,478 236,000 SH   DFND 1 236,000 0 0
MERCK + CO. INC. COM 58933Y105 20,455 355,000 SH   DFND 1 355,000 0 0
METLIFE INC COM 59156R108 1,593 40,000 SH   DFND 1 40,000 0 0
MGM RESORTS INTERNATI COM 552953101 1,313 58,000 SH   DFND 1 58,000 0 0
MICRON TECHNOLOGY INC COM 595112103 8,588 625,000 SH   DFND 1 625,000 0 0
MICROSOFT CORP COM 594918104 42,932 839,000 SH   DFND 1 839,000 0 0
MOHAWK INDUSTRIES INC COM 608190104 1,518 8,000 SH   DFND 1 8,000 0 0
MOLSON COORS BREWING CO COM 60871R209 2,023 20,000 SH   DFND 1 20,000 0 0
MONDELEZ INTERNATIONAL COM 609207105 8,782 193,000 SH   DFND 1 193,000 0 0
MONSANTO CO COM 61166W101 8,175 79,000 SH   DFND 1 79,000 0 0
MONSTER BEVERAGE CORP COM 61174X109 3,214 20,000 SH   DFND 1 20,000 0 0
MORGAN STANLEY COM 617446448 4,548 175,000 SH   DFND 1 175,000 0 0
MYLAN NV COM N59465109 1,729 40,000 SH   DFND 1 40,000 0 0
NEW ORIENTAL EDUCATIO SP COM 647581107 15,544 371,343 SH   DFND 1 371,343 0 0
NEWELL BRANDS INC COM 651229106 10,297 212,000 SH   DFND 1 212,000 0 0
NEWMONT MINING CORP COM 651639106 15,136 387,000 SH   DFND 1 387,000 0 0
NEXTERA ENERGY INC COM 65339F101 7,301 56,000 SH   DFND 1 56,000 0 0
NIELSEN HOLDINGS PLC COM G6518L108 3,533 68,000 SH   DFND 1 68,000 0 0
NISOURCE INC COM 65473P105 1,087 41,000 SH   DFND 1 41,000 0 0
NOBLE ENERGY INC COM 655044105 1,972 55,000 SH   DFND 1 55,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,235 38,000 SH   DFND 1 38,000 0 0
NORTHERN TRUST CORP COM 665859104 1,988 30,000 SH   DFND 1 30,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 7,780 35,000 SH   DFND 1 35,000 0 0
NRG ENERGY INC COM 629377508 4,095 273,000 SH   DFND 1 273,000 0 0
NUCOR CORP COM 670346105 1,976 40,000 SH   DFND 1 40,000 0 0
NVIDIA CORP COM 67066G104 7,287 155,000 SH   DFND 1 155,000 0 0
NXP SEMICONDUCTORS NV COM N6596X109 2,818 36,000 SH   DFND 1 36,000 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 3,525 13,000 SH   DFND 1 13,000 0 0
OCCIDENTAL PETROLEUM COM 674599105 7,783 103,000 SH   DFND 1 103,000 0 0
OMNICOM GROUP COM 681919106 2,444 30,000 SH   DFND 1 30,000 0 0
ONEOK INC COM 682680103 1,234 26,000 SH   DFND 1 26,000 0 0
ORACLE CORP COM 68389X105 13,746 336,000 SH   DFND 1 336,000 0 0
P G + E CORP COM 69331C108 4,729 74,000 SH   DFND 1 74,000 0 0
PARKER HANNIFIN CORP COM 701094104 1,836 17,000 SH   DFND 1 17,000 0 0
PAYCHEX INC COM 704326107 2,380 40,000 SH   DFND 1 40,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103 5,221 143,000 SH   DFND 1 143,000 0 0
PENTAIR PLC COM G7S00T104 1,341 23,000 SH   DFND 1 23,000 0 0
PEPSICO INC COM 713448108 19,705 186,000 SH   DFND 1 186,000 0 0
PERRIGO CO PLC COM G97822103 1,632 18,000 SH   DFND 1 18,000 0 0
PFIZER INC COM 717081103 26,682 758,000 SH   DFND 1 758,000 0 0
PHILIP MORRIS INTERNATI COM 718172109 19,835 195,000 SH   DFND 1 195,000 0 0
PIONEER NATURAL RESOURCE COM 723787107 3,176 21,000 SH   DFND 1 21,000 0 0
PNC FINANCIAL SERVICES COM 693475105 5,046 62,000 SH   DFND 1 62,000 0 0
PPG INDUSTRIES INC COM 693506107 3,436 33,000 SH   DFND 1 33,000 0 0
PPL CORP COM 69351T106 6,038 160,000 SH   DFND 1 160,000 0 0
PRAXAIR INC COM 74005P104 3,933 35,000 SH   DFND 1 35,000 0 0
PRINCIPAL FINANCIAL GRP COM 74251V102 1,563 38,000 SH   DFND 1 38,000 0 0
PROCTER + GAMBLE CO/THE COM 742718109 28,618 338,000 SH   DFND 1 338,000 0 0
PROLOGIS INC COM 74340W103 3,481 71,000 SH   DFND 1 71,000 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 1,355 19,000 SH   DFND 1 19,000 0 0
PUBLIC SERVICE ENTERPRIS COM 744573106 2,889 62,000 SH   DFND 1 62,000 0 0
PUBLIC STORAGE COM 74460D109 4,344 17,000 SH   DFND 1 17,000 0 0
QUALCOMM INC COM 747525103 11,301 211,000 SH   DFND 1 211,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,465 18,000 SH   DFND 1 18,000 0 0
QUESTAR CORP COM 748356102 2,841 112,000 SH   DFND 1 112,000 0 0
RAYTHEON COMPANY COM 755111507 9,244 68,000 SH   DFND 1 68,000 0 0
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RED HAT INC COM 756577102 1,525 21,000 SH   DFND 1 21,000 0 0
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REYNOLDS AMERICAN INC COM 761713106 12,345 229,000 SH   DFND 1 229,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,411 21,000 SH   DFND 1 21,000 0 0
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SALESFORCE.COM INC COM 79466L302 5,876 74,000 SH   DFND 1 74,000 0 0
SCHLUMBERGER LTD COM 806857108 13,760 174,000 SH   DFND 1 174,000 0 0
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SEMPRA ENERGY COM 816851109 4,104 36,000 SH   DFND 1 36,000 0 0
SHERWIN WILLIAMS CO/THE COM 824348106 2,643 9,000 SH   DFND 1 9,000 0 0
SIMON PROPERTY GROUP INC COM 828806109 7,158 33,000 SH   DFND 1 33,000 0 0
SINA CORP COM G81477104 3,042 58,659 SH   DFND 1 58,659 0 0
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ST JUDE MEDICAL INC COM 790849103 4,056 52,000 SH   DFND 1 52,000 0 0
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STARBUCKS CORP COM 855244109 9,710 170,000 SH   DFND 1 170,000 0 0
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STATE STREET CORP COM 857477103 2,749 51,000 SH   DFND 1 51,000 0 0
STRYKER CORP COM 863667101 5,511 46,000 SH   DFND 1 46,000 0 0
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SYMANTEC CORP COM 871503108 1,642 80,000 SH   DFND 1 80,000 0 0
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SYSCO CORP COM 871829107 3,297 65,000 SH   DFND 1 65,000 0 0
TARGET CORP COM 87612E106 5,028 72,000 SH   DFND 1 72,000 0 0
TECO ENERGY INC COM 872375100 4,229 153,000 SH   DFND 1 153,000 0 0
TEXAS INSTRUMENTS INC COM 882508104 11,273 180,000 SH   DFND 1 180,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 7,240 49,000 SH   DFND 1 49,000 0 0
TIME WARNER INC COM 887317303 7,352 100,000 SH   DFND 1 100,000 0 0
TJX COMPANIES INC COM 872540109 11,968 155,000 SH   DFND 1 155,000 0 0
TRACTOR SUPPLY COMPANY COM 892356106 5,013 55,000 SH   DFND 1 55,000 0 0
TRAVELERS COS INC/THE COM 89417E109 11,189 94,000 SH   DFND 1 94,000 0 0
TREEHOUSE FOODS INC COM 89469A104 14,985 146,000 SH   DFND 1 146,000 0 0
TWENTY FIRST CENTURY FOX COM 90130A101 2,705 100,000 SH   DFND 1 100,000 0 0
TYCO INTERNATIONAL PLC COM G91442106 3,535 83,000 SH   DFND 1 83,000 0 0
TYSON FOODS INC CL A COM 902494103 10,818 162,000 SH   DFND 1 162,000 0 0
UNION PACIFIC CORP COM 907818108 8,988 103,000 SH   DFND 1 103,000 0 0
UNITED PARCEL SERVICE CL COM 911312106 9,480 88,000 SH   DFND 1 88,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 13,333 130,000 SH   DFND 1 130,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,939 120,000 SH   DFND 1 120,000 0 0
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US BANCORP COM 902973304 8,389 208,000 SH   DFND 1 208,000 0 0
VENTAS INC COM 92276F100 3,058 42,000 SH   DFND 1 42,000 0 0
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VF CORP COM 918204108 3,320 54,000 SH   DFND 1 54,000 0 0
VIACOM INC CLASS B COM 92553P201 1,866 45,000 SH   DFND 1 45,000 0 0
VIPSHOP HOLDINGS LTD ADR 92763W103 3,016 270,000 SH   DFND 1 270,000 0 0
VISA INC CLASS A SHARES COM 92826C839 17,358 234,000 SH   DFND 1 234,000 0 0
VORNADO REALTY TRUST COM 929042109 1,902 19,000 SH   DFND 1 19,000 0 0
VULCAN MATERIALS CO COM 929160109 4,814 40,000 SH   DFND 1 40,000 0 0
WAL MART STORES INC COM 931142103 14,677 201,000 SH   DFND 1 201,000 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 8,409 101,000 SH   DFND 1 101,000 0 0
WALT DISNEY CO/THE COM 254687106 15,064 154,000 SH   DFND 1 154,000 0 0
WASTE MANAGEMENT INC COM 94106L109 8,878 134,000 SH   DFND 1 134,000 0 0
WAYFAIR INC COMMON STOCK COM 94419L101 204 5,241 SH   SOLE   5,241 0 0
WEC ENERGY GROUP INC COM 92939U106 2,612 40,000 SH   DFND 1 40,000 0 0
WELLS FARGO + CO COM 949746101 24,717 522,000 SH   DFND 1 522,000 0 0
WELLTOWER INC COM 95040Q104 3,427 45,000 SH   DFND 1 45,000 0 0
WESTROCK CO COM 96145D105 1,243 32,000 SH   DFND 1 32,000 0 0
WEYERHAEUSER CO COM 962166104 2,617 88,000 SH   DFND 1 88,000 0 0
WHIRLPOOL CORP COM 963320106 1,666 10,000 SH   DFND 1 10,000 0 0
WHITEWAVE FOODS CO COM 966244105 7,603 162,000 SH   DFND 1 162,000 0 0
WYNN RESORTS LTD COM 983134107 997 11,000 SH   DFND 1 11,000 0 0
XCEL ENERGY INC COM 98389B100 2,775 62,000 SH   DFND 1 62,000 0 0
XYLEM INC COM 98419M100 6,473 145,000 SH   DFND 1 145,000 0 0
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YANDEX NV A COM N97284108 3,639 166,680 SH   DFND 1 166,680 0 0
YUM BRANDS INC COM 988498101 4,228 51,000 SH   DFND 1 51,000 0 0
ZIMMER BIOMET HOLDINGS COM 98956P102 4,212 35,000 SH   DFND 1 35,000 0 0
ZOETIS INC COM 98978V103 9,965 210,000 SH   DFND 1 210,000 0 0