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 217 1,308 SH   DFND   1,308 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 207 2,300 SH   DFND   2,300 0 0
ACTAVIS PLC SHS G0083B108 309 1,190 SH   SOLE   1,190 0 0
AETNA INC NEW COM 00817Y108 206 2,283 SH   DFND   2,283 0 0
ALLSTATE CORP COM 020002101 214 3,019 SH   DFND   3,019 0 0
AMERIPRISE FINL INC COM 03076C106 202 1,502 SH   DFND   1,502 0 0
AON PLC SHS CL A G0408V102 203 2,111 SH   DFND   2,111 0 0
APPLE INC COM 037833100 207 1,838 SH   DFND   1,838 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 40 116 SH   DFND   116 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 1,768 816,000 SH   SOLE   816,000 0 0
ASSURANT INC COM 04621X108 200 2,880 SH   DFND   2,880 0 0
AUTOZONE INC COM 053332102 225 361 SH   DFND   361 0 0
BALL CORP COM 058498106 203 2,921 SH   DFND   2,921 0 0
BARD C R INC COM 067383109 218 1,294 SH   DFND   1,294 0 0
BED BATH & BEYOND INC COM 075896100 212 2,802 SH   DFND   2,802 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 211 2,782 SH   DFND   2,782 0 0
CAREFUSION CORP COM 14170T101 242 4,078 SH   DFND   4,078 0 0
CELGENE CORP COM 151020104 221 1,947 SH   DFND   1,947 0 0
CHUBB CORP COM 171232101 206 1,979 SH   DFND   1,979 0 0
CIGNA CORPORATION COM 125509109 212 2,034 SH   DFND   2,034 0 0
CINTAS CORP COM 172908105 212 2,677 SH   DFND   2,677 0 0
CISCO SYS INC COM 17275R102 208 7,329 SH   DFND   7,329 0 0
CNOVA N V SHS N20947102 5,901 720,514 SH   DFND   720,514 0 0
CORNING INC COM 219350105 222 9,584 SH   DFND   9,584 0 0
CRITEO S A SPONS ADS 226718104 7,489 188,264 SH   DFND   188,264 0 0
CVS HEALTH CORP COM 126650100 227 2,325 SH   DFND   2,325 0 0
DEERE & CO COM 244199105 201 2,250 SH   DFND   2,250 0 0
DOLLAR GEN CORP NEW COM 256677105 215 3,019 SH   DFND   3,019 0 0
DOLLAR TREE INC COM 256746108 233 3,290 SH   DFND   3,290 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 233 1,805 SH   DFND   1,805 0 0
EXPEDITORS INTL WASH INC COM 302130109 204 4,578 SH   DFND   4,578 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 224 2,612 SH   DFND   2,612 0 0
F5 NETWORKS INC COM 315616102 206 1,553 SH   DFND   1,553 0 0
FEDEX CORP COM 31428X106 200 1,142 SH   DFND   1,142 0 0
FISERV INC COM 337738108 278 3,864 SH   DFND   3,864 0 0
FOSSIL GROUP INC COM 34988V106 219 1,964 SH   DFND   1,964 0 0
HOME DEPOT INC COM 437076102 211 2,020 SH   DFND   2,020 0 0
ILLINOIS TOOL WKS INC COM 452308109 210 2,186 SH   DFND   2,186 0 0
INGERSOLL-RAND PLC SHS G47791101 210 3,272 SH   DFND   3,272 0 0
INTERPUBLIC GROUP COS INC COM 460690100 210 10,118 SH   DFND   10,118 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 210 400 SH   DFND   400 0 0
KROGER CO COM 501044101 230 3,559 SH   DFND   3,559 0 0
LOWES COS INC COM 548661107 240 3,501 SH   DFND   3,501 0 0
MACYS INC COM 55616P104 207 3,170 SH   DFND   3,170 0 0
MARRIOTT INTL INC NEW CL A 571903202 207 2,647 SH   DFND   2,647 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 55,352 545,503 SH   DFND   545,503 0 0
MEADWESTVACO CORP COM 583334107 203 4,531 SH   DFND   4,531 0 0
NEWELL RUBBERMAID INC COM 651229106 207 5,387 SH   DFND   5,387 0 0
NORTHROP GRUMMAN CORP COM 666807102 212 1,407 SH   DFND   1,407 0 0
NVIDIA CORP COM 67066G104 205 10,042 SH   DFND   10,042 0 0
OI S.A. SPN ADR PFD NEW 670851401 2,520 797,348 SH   DFND   797,348 0 0
ORACLE CORP COM 68389X105 219 4,834 SH   DFND   4,834 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 218 3,249 SH   DFND   3,249 0 0
SHERWIN WILLIAMS CO COM 824348106 223 843 SH   DFND   843 0 0
SOUTHWEST AIRLS CO COM 844741108 230 5,463 SH   DFND   5,463 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 60,101 2,719,502 SH   DFND   2,719,502 0 0
TRAVELERS COMPANIES INC COM 89417E109 210 1,963 SH   DFND   1,963 0 0
UNION PAC CORP COM 907818108 305 2,540 SH   SOLE   2,540 0 0
VARIAN MED SYS INC COM 92220P105 203 2,302 SH   DFND   2,302 0 0
WHITEWAVE FOODS CO COM 966244105 10,679 303,200 SH   DFND   303,200 0 0
XEROX CORP COM 984121103 195 13,945 SH   DFND   13,945 0 0
YAHOO INC COM 984332106 232 4,527 SH   DFND   4,527 0 0