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 11,119 197,000 SH   DFND 1,2 197,000 0 0
ACCENTURE PLC CL A COMMON STOCK B4BNMY3 6,928 85,700 SH   DFND 1,2 85,700 0 0
ACE LTD COMMON STOCK B3BQMF6 11,936 115,100 SH   DFND 1,2 115,100 0 0
AES CORP (THE) COMMON STOCK 00130H105 21,142 1,359,600 SH   DFND 1,2 1,359,600 0 0
AFLAC INC COMMON STOCK 001055102 237 3,800 SH   DFND 1,2 3,800 0 0
AIR PRODUCTS & CHEMICALS INC COMMON STOCK 009158106 746 5,800 SH   DFND 1,2 5,800 0 0
ALLEGHENY TECHNOLOGIES INC COMMON STOCK 01741R102 5,258 116,595 SH   DFND 1,2 116,595 0 0
ALTRIA GROUP INC COMMON STOCK 02209S103 76 1,820 SH   DFND 1,2 1,820 0 0
AMAZON.COM INC COMMON STOCK 023135106 8,379 25,800 SH   DFND 1,2 25,800 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 33,886 376,600 SH   DFND 1,2 376,600 0 0
AMERISOURCEBERGEN CORP COMMON STOCK 03073E105 1,468 20,200 SH   DFND 1,2 20,200 0 0
AON PLC CL A COMMON STOCK B5BT0K0 5,387 59,800 SH   DFND 1,2 59,800 0 0
APPLE INC COMMON STOCK 037833100 25,346 272,748 SH   DFND 1,2 272,748 0 0
ARCOS DORADOS HOLDINGS INC CL A COMMON STOCK B529PQ0 43,491 3,883,100 SH   DFND 1,2 3,883,100 0 0
ARTHUR J GALLAGHER & CO COMMON STOCK 363576109 988 21,200 SH   DFND 1,2 21,200 0 0
ASML HOLDING NV (USD) COMMON STOCK B908F01 3,454 37,034 SH   DFND 1,2 37,034 0 0
AT&T INC COMMON STOCK 00206R102 580 16,400 SH   DFND 1,2 16,400 0 0
AVAGO TECHNOLOGIES LTD COMMON STOCK B3WS2X9 15,250 211,600 SH   DFND 1,2 211,600 0 0
B/E AEROSPACE INC COMMON STOCK 073302101 3,663 39,600 SH   DFND 1,2 39,600 0 0
BANCO BRADESCO SA PN ADR COMMON STOCK 059460303 31,014 2,135,961 SH   DFND 1,2 2,135,961 0 0
BB&T CORPORATION COMMON STOCK 054937107 205 5,200 SH   DFND 1,2 5,200 0 0
BLACKROCK INC COMMON STOCK 09247X101 3,179 9,948 SH   DFND 1,2 9,948 0 0
BOEING CO COMMON STOCK 097023105 19,148 150,500 SH   DFND 1,2 150,500 0 0
BRF SA ON ADR COMMON STOCK 10552T107 7,536 310,000 SH   DFND 1,2 310,000 0 0
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 28,171 580,733 SH   DFND 1,2 580,733 0 0
BROADCOM CORP CL A COMMON STOCK 111320107 10,141 273,200 SH   DFND 1,2 273,200 0 0
CAMECO CORP COMMON STOCK 13321L108 1,800 91,600 SH   DFND 1,2 91,600 0 0
CARNIVAL CORP COMMON PAIRED STOCK UNITS 143658300 377 10,000 SH   DFND 1,2 10,000 0 0
CATERPILLAR INC COMMON STOCK 149123101 17,778 163,600 SH   DFND 1,2 163,600 0 0
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS + 1 B SHR) COMMON STOCK 151290889 54,857 4,146,406 SH   DFND 1,2 4,146,406 0 0
CENOVUS ENERGY INC COMMON STOCK 15135U109 23,704 730,010 SH   DFND 1,2 730,010 0 0
CENTURYLINK INC COMMON STOCK 156700106 1,104 30,500 SH   DFND 1,2 30,500 0 0
CERNER CORPORATION COMMON STOCK 156782104 3,456 67,000 SH   DFND 1,2 67,000 0 0
CHEVRON CORP COMMON STOCK 166764100 47,498 363,832 SH   DFND 1,2 363,832 0 0
CIA ENERGETICA DE MINAS GERAIS PN ADR (CEMIG) COMMON STOCK 204409601 5,337 667,900 SH   DFND 1,2 667,900 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 19,636 276,754 SH   DFND 1,2 276,754 0 0
COACH INC COMMON STOCK 189754104 2,693 78,760 SH   DFND 1,2 78,760 0 0
COBALT INTERNATIONAL ENERGY INC COMMON STOCK 19075F106 67,291 3,667,107 SH   DFND 1,2 3,667,107 0 0
COCA-COLA CO COMMON STOCK 191216100 576 13,600 SH   DFND 1,2 13,600 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 15,938 296,900 SH   DFND 1,2 296,900 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104 15,963 186,200 SH   DFND 1,2 186,200 0 0
CRESCENT POINT ENERGY CORP COMMON STOCK 22576C101 1,092 24,600 SH   DFND 1,2 24,600 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 3,778 59,000 SH   DFND 1,2 59,000 0 0
DANAHER CORP COMMON STOCK 235851102 26,934 342,100 SH   DFND 1,2 342,100 0 0
DARDEN RESTAURANTS INC COMMON STOCK 237194105 1,115 24,100 SH   DFND 1,2 24,100 0 0
DELPHI AUTOMOTIVE PLC COMMON STOCK B783TY6 20,773 302,200 SH   DFND 1,2 302,200 0 0
DEUTSCHE BANK AG NAMEN COMMON STOCK 5750355 9,972 283,466 SH   DFND 1,2 283,466 0 0
DISCOVERY COMMUNICATIONS INC CL A COMMON STOCK 25470F104 208 2,800 SH   DFND 1,2 2,800 0 0
DOW CHEMICAL CO COMMON STOCK 260543103 201 3,900 SH   DFND 1,2 3,900 0 0
DREAMWORKS ANIMATION SKG INC CL A COMMON STOCK 26153C103 2,412 103,694 SH   DFND 1,2 103,694 0 0
DUKE ENERGY CORP COMMON STOCK 26441C204 245 3,300 SH   DFND 1,2 3,300 0 0
EATON CORP PLC COMMON STOCK B8KQN82 34,384 445,508 SH   DFND 1,2 445,508 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 360 6,200 SH   DFND 1,2 6,200 0 0
EMERSON ELECTRIC CO COMMON STOCK 291011104 447 6,740 SH   DFND 1,2 6,740 0 0
ENBRIDGE INC COMMON STOCK 29250N105 17,085 359,480 SH   DFND 1,2 359,480 0 0
ENERSIS SA ADR COMMON STOCK 29274F104 29,128 1,728,685 SH   DFND 1,2 1,728,685 0 0
ENSCO PLC CL A COMMON STOCK B4VLR19 11,292 203,200 SH   DFND 1,2 203,200 0 0
EXPRESS SCRIPTS HOLDING CO COMMON STOCK 30219G108 7,550 108,900 SH   DFND 1,2 108,900 0 0
FREEPORT-MCMORAN INC COMMON STOCK 35671D857 4,131 113,186 SH   DFND 1,2 113,186 0 0
FREESCALE SEMICONDUCTOR LTD COMMON STOCK B4349B0 5,208 221,600 SH   DFND 1,2 221,600 0 0
GANNETT CO INC COMMON STOCK 364730101 867 27,700 SH   DFND 1,2 27,700 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 197 7,500 SH   DFND 1,2 7,500 0 0
GENPACT LTD COMMON STOCK B23DBK6 884 50,400 SH   DFND 1,2 50,400 0 0
GERDAU SA PN ADR COMMON STOCK 373737105 29,731 5,047,700 SH   DFND 1,2 5,047,700 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 76,227 919,400 SH   DFND 1,2 919,400 0 0
GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 48,784 291,350 SH   DFND 1,2 291,350 0 0
GOOGLE INC CL A COMMON STOCK 38259P508 22,495 38,475 SH   DFND 1,2 38,475 0 0
GRANA Y MONTERO SAA ADR COMMON STOCK 38500P208 6,413 355,500 SH   DFND 1,2 355,500 0 0
HALLIBURTON CO COMMON STOCK 406216101 17,200 242,220 SH   DFND 1,2 242,220 0 0
HDFC BANK LTD ADR COMMON STOCK 40415F101 187 4,000 SH   DFND 1,2 4,000 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 17,922 438,200 SH   DFND 1,2 438,200 0 0
HOME DEPOT INC COMMON STOCK 437076102 13,124 162,100 SH   DFND 1,2 162,100 0 0
HUMANA INC COMMON STOCK 444859102 383 3,000 SH   DFND 1,2 3,000 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 41,936 840,400 SH   DFND 1,2 840,400 0 0
IDEX CORP COMMON STOCK 45167R104 8,396 103,985 SH   DFND 1,2 103,985 0 0
INFOSYS LTD ADR COMMON STOCK 456788108 11,464 213,200 SH   DFND 1,2 213,200 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 8,188 43,345 SH   DFND 1,2 43,345 0 0
IRON MOUNTAIN INC COMMON STOCK 462846106 8,790 247,968 SH   DFND 1,2 247,968 0 0
ITAU UNIBANCO HOLDING SA PN ADR COMMON STOCK 465562106 32,491 2,259,472 SH   DFND 1,2 2,259,472 0 0
JABIL CIRCUIT INC COMMON STOCK 466313103 4,667 223,300 SH   DFND 1,2 223,300 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 15,074 261,607 SH   DFND 1,2 261,607 0 0
KLA-TENCOR CORP COMMON STOCK 482480100 298 4,100 SH   DFND 1,2 4,100 0 0
LEGGETT & PLATT INC COMMON STOCK 524660107 1,458 42,530 SH   DFND 1,2 42,530 0 0
LENNAR CORP CL A COMMON STOCK 526057104 151 3,600 SH   DFND 1,2 3,600 0 0
LIBERTY GLOBAL PLC CL A COMMON STOCK B8W6766 9,437 213,400 SH   DFND 1,2 213,400 0 0
LULULEMON ATHLETICA INC COMMON STOCK 550021109 8,254 203,900 SH   DFND 1,2 203,900 0 0
LYONDELLBASELL INDUSTRIES NV COMMON STOCK B3SPXZ3 1,045 10,700 SH   DFND 1,2 10,700 0 0
MARSH & MCLENNAN COMPANIES INC COMMON STOCK 571748102 23,599 455,400 SH   DFND 1,2 455,400 0 0
MELCO CROWN ENTERTAINMENT LTD ADR COMMON STOCK 585464100 51,312 1,436,900 SH   DFND 1,2 1,436,900 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 13,318 139,600 SH   DFND 1,2 139,600 0 0
MERCK & CO INC COMMON STOCK 58933Y105 8,290 143,300 SH   DFND 1,2 143,300 0 0
MERCURY GENERAL CORP COMMON STOCK 589400100 321 6,820 SH   DFND 1,2 6,820 0 0
MICROSOFT CORP COMMON STOCK 594918104 421 10,100 SH   DFND 1,2 10,100 0 0
MINDRAY MEDICAL INTL LTD CL A ADR COMMON STOCK 602675100 8,360 265,400 SH   DFND 1,2 265,400 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 2,027 53,900 SH   DFND 1,2 53,900 0 0
MONSANTO CO COMMON STOCK 61166W101 5,027 40,300 SH   DFND 1,2 40,300 0 0
MOSAIC COMPANY (THE) COMMON STOCK 61945C103 13,436 271,700 SH   DFND 1,2 271,700 0 0
NEW ORIENTAL EDU & TECH GRP INC ADR COMMON STOCK 647581107 21,147 795,900 SH   DFND 1,2 795,900 0 0
NEWELL RUBBERMAID INC COMMON STOCK 651229106 8,962 289,200 SH   DFND 1,2 289,200 0 0
NIELSEN NV COMMON STOCK B4NTRF5 28,397 586,600 SH   DFND 1,2 586,600 0 0
NIKE INC CL B COMMON STOCK 654106103 240 3,100 SH   DFND 1,2 3,100 0 0
NOBLE ENERGY INC COMMON STOCK 655044105 13,726 177,200 SH   DFND 1,2 177,200 0 0
NORFOLK SOUTHERN CORP COMMON STOCK 655844108 3,397 32,970 SH   DFND 1,2 32,970 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK B9CGTC3 1,648 52,000 SH   DFND 1,2 52,000 0 0
NOVARTIS AG NAMEN ADR COMMON STOCK 66987V109 105 1,165 SH   DFND 1,2 1,165 0 0
NUCOR CORP COMMON STOCK 670346105 715 14,525 SH   DFND 1,2 14,525 0 0
OI SA ON ADR COMMON STOCK 670851104 34 34,733 SH   DFND 1,2 34,733 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 3,391 371,000 SH   DFND 1,2 371,000 0 0
ORACLE CORP COMMON STOCK 68389X105 23,832 588,000 SH   DFND 1,2 588,000 0 0
PAYCHEX INC COMMON STOCK 704326107 407 9,800 SH   DFND 1,2 9,800 0 0
PFIZER INC COMMON STOCK 717081103 650 21,900 SH   DFND 1,2 21,900 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 13,883 164,666 SH   DFND 1,2 164,666 0 0
PHILIPPINE LDTEL ADR COMMON STOCK 718252604 115 1,700 SH   DFND 1,2 1,700 0 0
PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 855 9,600 SH   DFND 1,2 9,600 0 0
POLYPORE INTERNATIONAL INC COMMON STOCK 73179V103 13,918 291,600 SH   DFND 1,2 291,600 0 0
PRAXAIR INC COMMON STOCK 74005P104 13,855 104,300 SH   DFND 1,2 104,300 0 0
PROCTER & GAMBLE CO COMMON STOCK 742718109 16,441 209,200 SH   DFND 1,2 209,200 0 0
QUALCOMM INC COMMON STOCK 747525103 372 4,700 SH   DFND 1,2 4,700 0 0
QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 1,520 25,900 SH   DFND 1,2 25,900 0 0
REYNOLDS AMERICAN INC COMMON STOCK 761713106 302 5,000 SH   DFND 1,2 5,000 0 0
ROSS STORES INC COMMON STOCK 778296103 284 4,300 SH   DFND 1,2 4,300 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK 2754907 15,501 278,800 SH   DFND 1,2 278,800 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 27,221 230,782 SH   DFND 1,2 230,782 0 0
SCRIPPS NETWORKS INTERACTIVE INC CL A COMMON STOCK 811065101 2,166 26,700 SH   DFND 1,2 26,700 0 0
SEADRILL LTD COMMON STOCK B09RMQ1 18,613 469,422 SH   DFND 1,2 469,422 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 20,097 525,400 SH   DFND 1,2 525,400 0 0
SIRIUS XM HOLDINGS INC COMMON STOCK 82968B103 1,697 490,500 SH   DFND 1,2 490,500 0 0
SK TELECOM ADR COMMON STOCK 78440P108 62 2,400 SH   DFND 1,2 2,400 0 0
ST JUDE MEDICAL COMMON STOCK 790849103 145 2,100 SH   DFND 1,2 2,100 0 0
STARBUCKS CORP COMMON STOCK 855244109 17,520 226,413 SH   DFND 1,2 226,413 0 0
SUN LIFE FINANCIAL INC COMMON STOCK 866796105 144 3,900 SH   DFND 1,2 3,900 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 4,872 68,300 SH   DFND 1,2 68,300 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 1,091 51,000 SH   DFND 1,2 51,000 0 0
TENARIS SA ADR COMMON STOCK 88031M109 23,337 494,960 SH   DFND 1,2 494,960 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 793 16,600 SH   DFND 1,2 16,600 0 0
TIFFANY & CO COMMON STOCK 886547108 1,293 12,900 SH   DFND 1,2 12,900 0 0
TIM PARTICIPACOES SA ON ADR COMMON STOCK 88706P205 900 31,000 SH   DFND 1,2 31,000 0 0
TOWERS WATSON & CO CL A COMMON STOCK 891894107 208 2,000 SH   DFND 1,2 2,000 0 0
UBS AG NAMEN COMMON STOCK B18YFJ4 8,588 468,111 SH   DFND 1,2 468,111 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 7,776 67,350 SH   DFND 1,2 67,350 0 0
VALE SA ON ADR COMMON STOCK 91912E105 31,370 2,371,100 SH   DFND 1,2 2,371,100 0 0
VALE SA PNA ADR COMMON STOCK 91912E204 3,039 255,400 SH   DFND 1,2 255,400 0 0
VERISIGN INC COMMON STOCK 92343E102 29,227 598,800 SH   DFND 1,2 598,800 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 1,183 24,174 SH   DFND 1,2 24,174 0 0
VISA INC CL A COMMON STOCK 92826C839 20,613 97,825 SH   DFND 1,2 97,825 0 0
WASTE CONNECTIONS INC COMMON STOCK 941053100 553 11,400 SH   DFND 1,2 11,400 0 0
WELLS FARGO & CO COMMON STOCK 949746101 19,705 374,900 SH   DFND 1,2 374,900 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 10,135 72,800 SH   DFND 1,2 72,800 0 0
XILINX INC COMMON STOCK 983919101 426 9,000 SH   DFND 1,2 9,000 0 0
YANDEX NV A COMMON STOCK B5BSZB3 63,372 1,778,111 SH   DFND 1,2 1,778,111 0 0
YPF SOCIEDAD ANONIMA D ADR COMMON STOCK 984245100 21,379 654,200 SH   DFND 1,2 654,200 0 0