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
MCGRAW HILL FINL INC COM 580645109 23,646 280,000 SH   DFND   280,000 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 104,836 5,824,197 SH   DFND   3,588,559 0 2,235,638
3M CO COM 88579Y101 2,192 15,469 SH   DFND   15,469 0 0
500 COM LTD SPON ADR REP A 33829R100 4,608 136,600 SH   DFND   136,600 0 0
51JOB INC SP ADR REP COM 316827104 26,890 898,420 SH   DFND   889,420 0 9,000
58 COM INC SPON ADR REP A 31680Q104 33,376 895,995 SH   DFND   895,995 0 0
ABBOTT LABS COM 002824100 30,355 729,870 SH   DFND   729,870 0 0
ABBVIE INC COM 00287Y109 202,843 3,511,825 SH   DFND   3,384,816 0 127,009
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11,095 136,432 SH   DFND   136,432 0 0
ACE LTD SHS H0023R105 230,346 2,196,494 SH   DFND   2,185,240 0 11,254
ACTAVIS PLC SHS G0083B108 73,451 304,424 SH   DFND   304,424 0 0
ACTIVISION BLIZZARD INC COM 00507V109 185,984 8,945,842 SH   DFND   8,672,119 0 273,723
ADTRAN INC COM 00738A106 6,322 307,933 SH   DFND   307,933 0 0
AETNA INC NEW COM 00817Y108 74,925 925,000 SH   DFND   925,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 4,366 21,793 SH   DFND   21,793 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 21,904 384,407 SH   DFND   384,407 0 0
AIRMEDIA GROUP INC SPONSORED ADR 009411109 5,359 3,079,800 SH   DFND   3,012,500 0 67,300
ALBEMARLE CORP COM 012653101 15,329 260,256 SH   DFND   232,569 0 27,687
ALERE INC COM 01449J105 42,893 1,106,048 SH   DFND   1,088,796 0 17,252
ALEXION PHARMACEUTICALS INC COM 015351109 16,464 99,289 SH   DFND   99,289 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 186,128 2,094,860 SH   DFND   1,694,077 0 400,783
ALLERGAN INC COM 018490102 81,250 455,975 SH   DFND   411,296 0 44,679
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 16,374 1,220,538 SH   DFND   1,092,500 0 128,038
ALLSTATE CORP COM 020002101 10,755 175,243 SH   DFND   175,243 0 0
ALLY FINL INC COM 02005N100 29,631 1,280,500 SH   DFND   1,280,500 0 0
ALTERA CORP COM 021441100 207,410 5,796,802 SH   DFND   5,699,223 0 97,579
ALTRIA GROUP INC COM 02209S103 55,962 1,218,152 SH   DFND   1,218,152 0 0
AMAZON COM INC COM 023135106 99,686 309,162 SH   DFND   296,503 0 12,659
AMBEV SA SPONSORED ADR 02319V103 101,874 15,553,224 SH   DFND   15,553,224 0 0
AMDOCS LTD SHS G02602103 25,119 547,492 SH   DFND   547,492 0 0
AMEREN CORP COM 023608102 64,437 1,681,109 SH   DFND   1,681,109 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15,966 450,000 SH   DFND   450,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 12,629 346,483 SH   DFND   346,483 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 105,741 1,957,447 SH   DFND   1,948,286 0 9,161
AMERICAN TOWER CORP NEW COM 03027X100 24,258 259,079 SH   DFND   183,893 0 75,186
AMERISOURCEBERGEN CORP COM 03073E105 18,812 243,363 SH   DFND   243,363 0 0
AMGEN INC COM 031162100 448,852 3,195,585 SH   DFND   3,093,688 0 101,897
ANADARKO PETE CORP COM 032511107 331,688 3,269,796 SH   DFND   3,135,436 0 134,360
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 28,631 258,286 SH   DFND   258,286 0 0
AON PLC SHS CL A G0408V102 46,044 525,200 SH   DFND   501,614 0 23,586
APPLE INC COM 037833100 288,535 2,863,869 SH   DFND   2,669,816 0 194,053
ASHLAND INC NEW COM 044209104 5,850 56,193 SH   DFND   17,127 0 39,066
ASTRAZENECA PLC SPONSORED ADR 046353108 29,967 419,469 SH   DFND   419,469 0 0
AT&T INC COM 00206R102 21,853 620,111 SH   DFND   620,111 0 0
ATMOS ENERGY CORP COM 049560105 5,179 108,576 SH   DFND   108,576 0 0
AVANIR PHARMACEUTICALS INC CL A NEW 05348P401 13,000 1,090,624 SH   DFND   1,090,624 0 0
BAIDU INC SPON ADR REP A 056752108 50,671 232,193 SH   DFND   232,193 0 0
BAKER HUGHES INC COM 057224107 51,847 796,915 SH   DFND   752,875 0 44,040
BANK AMER CORP COM 060505104 12,121 710,911 SH   DFND   710,911 0 0
BANK NEW YORK MELLON CORP COM 064058100 40,347 1,041,757 SH   DFND   1,041,757 0 0
BARD C R INC COM 067383109 138,147 968,029 SH   DFND   962,542 0 5,487
BARRACUDA NETWORKS INC COM 068323104 9,695 377,956 SH   DFND   377,956 0 0
BAXTER INTL INC COM 071813109 15,215 212,000 SH   DFND   212,000 0 0
BB&T CORP COM 054937107 59,419 1,596,861 SH   DFND   1,596,861 0 0
BEST BUY INC COM 086516101 132,091 3,932,446 SH   DFND   3,907,878 0 24,568
BIOGEN IDEC INC COM 09062X103 26,077 78,827 SH   DFND   78,827 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 38,577 534,608 SH   DFND   510,781 0 23,827
BITAUTO HLDGS LTD SPONSORED ADS 091727107 149,113 1,911,704 SH   DFND   1,460,292 0 451,412
BJS RESTAURANTS INC COM 09180C106 24,860 690,756 SH   DFND   690,756 0 0
BLOCK H & R INC COM 093671105 28,372 914,918 SH   DFND   914,918 0 0
BONA FILM GROUP LTD SPONSORED ADS 09777B107 4,650 773,772 SH   DFND   768,999 0 4,773
BONANZA CREEK ENERGY INC COM 097793103 13,694 240,675 SH   DFND   240,675 0 0
BORGWARNER INC COM 099724106 5,663 107,648 SH   DFND   107,648 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 21,364 417,435 SH   DFND   417,435 0 0
BROADSOFT INC COM 11133B409 4,382 208,267 SH   DFND   208,267 0 0
BROWN FORMAN CORP CL B 115637209 41,002 454,471 SH   DFND   405,985 0 48,486
BUNGE LIMITED COM G16962105 3,623 43,014 SH   DFND   43,014 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 4,457 67,137 SH   DFND   67,137 0 0
CAPITAL ONE FINL CORP COM 14040H105 21,167 259,338 SH   DFND   259,338 0 0
CARDINAL HEALTH INC COM 14149Y108 49,646 662,655 SH   DFND   662,655 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 374 8,277 SH   DFND   8,277 0 0
CATERPILLAR INC DEL COM 149123101 177,807 1,795,489 SH   DFND   1,751,327 0 44,162
CBL & ASSOC PPTYS INC COM 124830100 19,169 1,070,877 SH   DFND   1,070,877 0 0
CBRE GROUP INC CL A 12504L109 56,747 1,908,120 SH   DFND   1,543,431 0 364,689
CDN IMPERIAL BK COMM TORONTO COM 136069101 10,882 121,154 SH   DFND   121,154 0 0
CENTENE CORP DEL COM 15135B101 97,597 1,179,992 SH   DFND   1,148,649 0 31,343
CF INDS HLDGS INC COM 125269100 17,950 64,285 SH   DFND   57,638 0 6,647
CHECK POINT SOFTWARE TECH LT ORD M22465104 132,232 1,909,757 SH   DFND   1,909,757 0 0
CHESAPEAKE ENERGY CORP COM 165167107 16,610 722,467 SH   DFND   722,467 0 0
CHEVRON CORP NEW COM 166764100 15,865 132,962 SH   DFND   132,962 0 0
CHILDRENS PL INC COM 168905107 21,979 461,155 SH   DFND   461,155 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 12,278 227,546 SH   DFND   224,646 0 2,900
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 8,702 621,159 SH   DFND   613,759 0 7,400
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 58,351 2,264,281 SH   DFND   2,253,881 0 10,400
CHINACACHE INTL HLDG LTD SPON ADR 16950M107 34,928 2,534,655 SH   DFND   2,513,955 0 20,700
CHIPOTLE MEXICAN GRILL INC COM 169656105 29,558 44,342 SH   DFND   39,625 0 4,717
CIENA CORP COM NEW 171779309 15,215 910,014 SH   DFND   813,034 0 96,980
CIGNA CORPORATION COM 125509109 256,581 2,829,207 SH   DFND   2,817,884 0 11,323
CIMAREX ENERGY CO COM 171798101 10,293 81,345 SH   DFND   72,838 0 8,507
CISCO SYS INC COM 17275R102 379,921 15,094,202 SH   DFND   14,747,380 0 346,822
CITIGROUP INC COM NEW 172967424 572,837 11,054,352 SH   DFND   10,762,429 0 291,923
CITIZENS FINL GROUP INC COM 174610105 16,394 700,000 SH   DFND   700,000 0 0
CITRIX SYS INC COM 177376100 177,071 2,482,072 SH   DFND   2,471,238 0 10,834
CME GROUP INC COM 12572Q105 244,147 3,053,561 SH   DFND   3,041,349 0 12,212
CMS ENERGY CORP COM 125896100 3,998 134,788 SH   DFND   134,788 0 0
CNINSURE INC SPONSORED ADR 18976M103 14,611 2,656,500 SH   DFND   2,631,300 0 25,200
COACH INC COM 189754104 296 8,300 SH   DFND   8,300 0 0
COCA COLA CO COM 191216100 70,435 1,651,068 SH   DFND   1,651,068 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 101,545 2,289,104 SH   DFND   2,274,210 0 14,894
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 124,356 2,777,670 SH   DFND   2,777,670 0 0
COLFAX CORP COM 194014106 15,937 279,747 SH   DFND   279,747 0 0
COLGATE PALMOLIVE CO COM 194162103 3,878 59,461 SH   DFND   59,461 0 0
COMCAST CORP NEW CL A 20030N101 425,311 7,908,349 SH   DFND   7,744,273 0 164,076
COMMVAULT SYSTEMS INC COM 204166102 15,765 312,788 SH   DFND   312,788 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 17,254 395,647 SH   DFND   395,647 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 13,312 2,136,835 SH   DFND   2,136,835 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 17,537 1,514,426 SH   DFND   1,514,426 0 0
CONAGRA FOODS INC COM 205887102 155,688 4,712,109 SH   DFND   4,689,543 0 22,566
CONCHO RES INC COM 20605P101 46,418 370,189 SH   DFND   349,443 0 20,746
CONTINENTAL RESOURCES INC COM 212015101 4,402 66,210 SH   DFND   66,210 0 0
COOPER COS INC COM NEW 216648402 15,815 101,540 SH   DFND   101,540 0 0
COPA HOLDINGS SA CL A P31076105 6,095 56,808 SH   DFND   56,600 0 0
CORNING INC COM 219350105 21,661 1,120,000 SH   DFND   1,120,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 109,573 874,346 SH   DFND   847,699 0 26,647
COVANCE INC COM 222816100 35,690 453,489 SH   DFND   416,702 0 36,787
COVIDIEN PLC SHS G2554F113 43,387 501,530 SH   DFND   501,530 0 0
CREDICORP LTD COM G2519Y108 181,101 1,180,658 SH   DFND   1,069,148 0 111,120
CREDIT SUISSE GROUP SPONSORED ADR 225401108 8,690 314,386 SH   DFND   314,386 0 0
CRITEO S A SPONS ADS 226718104 13,907 413,283 SH   DFND   413,283 0 0
CROWN CASTLE INTL CORP COM 228227104 36,108 448,384 SH   DFND   448,384 0 0
CSX CORP COM 126408103 38,511 1,201,218 SH   DFND   1,201,218 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 11,529 173,787 SH   DFND   173,787 0 0
CUMMINS INC COM 231021106 1,940 14,701 SH   DFND   14,701 0 0
CVS HEALTH CORP COM 126650100 423,292 5,318,408 SH   DFND   5,121,779 0 196,629
DANAHER CORP DEL COM 235851102 30,236 397,947 SH   DFND   294,291 0 103,656
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 11,970 279,600 SH   DFND   279,600 0 0
DDR CORP COM 23317H102 12,602 753,243 SH   DFND   753,243 0 0
DECKERS OUTDOOR CORP COM 243537107 16,304 167,768 SH   DFND   167,768 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 48,255 786,679 SH   DFND   693,199 0 93,480
DERMA SCIENCES INC COM PAR $.01 249827502 1,412 169,496 SH   DFND   169,496 0 0
DESCARTES SYS GROUP INC COM 249906108 20,624 1,493,431 SH   DFND   1,493,431 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 61,352 1,757,069 SH   DFND   1,437,759 0 319,310
DEVON ENERGY CORP NEW COM 25179M103 1,351 19,818 SH   DFND   19,818 0 0
DEVRY ED GROUP INC COM 251893103 19,097 446,078 SH   DFND   400,084 0 45,994
DIGITAL RLTY TR INC COM 253868103 1,242 19,907 SH   DFND   19,907 0 0
DISNEY WALT CO COM DISNEY 254687106 158,911 1,784,914 SH   DFND   1,784,914 0 0
DOLLAR GEN CORP NEW COM 256677105 93,943 1,537,285 SH   DFND   1,522,762 0 14,523
DR PEPPER SNAPPLE GROUP INC COM 26138E109 74,984 1,165,985 SH   DFND   1,165,985 0 0
DR REDDYS LABS LTD ADR 256135203 90,978 1,731,260 SH   DFND   498,910 0 1,232,350
DUN & BRADSTREET CORP DEL NE COM 26483E100 92,149 784,450 SH   DFND   780,137 0 4,313
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 16,230 600,224 SH   DFND   600,224 0 0
E M C CORP MASS COM 268648102 175,542 5,999,399 SH   DFND   5,890,901 0 108,498
EAGLE MATERIALS INC COM 26969P108 102,796 1,009,489 SH   DFND   933,448 0 76,041
EASTMAN CHEM CO COM 277432100 34,930 431,819 SH   DFND   431,819 0 0
EATON CORP PLC SHS G29183103 130,982 2,066,944 SH   DFND   1,906,224 0 160,720
EBAY INC COM 278642103 131,702 2,325,653 SH   DFND   2,206,769 0 118,884
EDWARDS LIFESCIENCES CORP COM 28176E108 42,960 420,558 SH   DFND   390,771 0 29,787
ELECTRONIC ARTS INC COM 285512109 325,797 9,149,044 SH   DFND   9,106,724 0 42,320
EMCOR GROUP INC COM 29084Q100 16,060 401,909 SH   DFND   401,909 0 0
ENBRIDGE INC COM 29250N105 9,695 202,531 SH   DFND   202,531 0 0
ENCANA CORP COM 292505104 5,395 254,238 SH   DFND   254,238 0 0
ENDOLOGIX INC COM 29266S106 6,304 594,683 SH   DFND   594,683 0 0
ENERGEN CORP COM 29265N108 3,655 50,590 SH   DFND   50,590 0 0
ENSCO PLC SHS CLASS A G3157S106 842 20,382 SH   DFND   20,382 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 25,257 728,300 SH   DFND   728,300 0 0
EQT CORP COM 26884L109 22,981 251,054 SH   DFND   202,139 0 48,915
EQUIFAX INC COM 294429105 10,495 140,415 SH   DFND   140,415 0 0
ESSEX PPTY TR INC COM 297178105 16,601 92,874 SH   DFND   92,874 0 0
EXACT SCIENCES CORP COM 30063P105 6,295 324,801 SH   DFND   324,801 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 382,416 5,414,360 SH   DFND   5,240,476 0 173,884
EXXON MOBIL CORP COM 30231G102 64,276 683,428 SH   DFND   683,428 0 0
F5 NETWORKS INC COM 315616102 6,062 51,053 SH   DFND   51,053 0 0
FEDEX CORP COM 31428X106 10,478 64,900 SH   DFND   19,780 0 45,120
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 25,289 911,634 SH   DFND   911,634 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 289 5,138 SH   DFND   5,138 0 0
FIREEYE INC COM 31816Q101 3,415 111,753 SH   DFND   111,753 0 0
FIRST CASH FINL SVCS INC COM 31942D107 11,081 197,945 SH   DFND   197,055 0 0
FISERV INC COM 337738108 10,832 167,589 SH   DFND   167,589 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,316 44,443 SH   DFND   44,443 0 0
FLOWERS FOODS INC COM 343498101 5,832 317,637 SH   DFND   281,638 0 35,999
FLUOR CORP NEW COM 343412102 41,713 624,539 SH   DFND   624,539 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 79,785 866,755 SH   DFND   866,755 0 0
FRANCO NEVADA CORP COM 351858105 1,047 21,325 SH   DFND   21,325 0 0
FREEPORT-MCMORAN INC CL B 35671D857 698 21,391 SH   DFND   21,391 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 5,384 275,665 SH   DFND   275,665 0 0
FRESH MKT INC COM 35804H106 23,401 669,945 SH   DFND   602,850 0 67,095
GANNETT INC COM 364730101 27,463 925,616 SH   DFND   925,616 0 0
GARTNER INC COM 366651107 27,231 370,641 SH   DFND   370,641 0 0
GENERAL DYNAMICS CORP COM 369550108 177,883 1,399,664 SH   DFND   1,374,856 0 24,808
GENERAL ELECTRIC CO COM 369604103 75,583 2,950,139 SH   DFND   2,904,449 0 45,690
GENERAL GROWTH PPTYS INC NEW COM 370023103 26,937 1,143,842 SH   DFND   1,143,842 0 0
GENERAL MTRS CO COM 37045V100 83,181 2,604,302 SH   DFND   2,588,175 0 16,127
GILEAD SCIENCES INC COM 375558103 262,015 2,461,395 SH   DFND   2,365,032 0 96,363
GOLDCORP INC NEW COM 380956409 24,126 1,047,468 SH   DFND   1,047,468 0 0
GOOGLE INC CL C 38259P706 37,031 64,138 SH   DFND   53,815 0 10,323
GOOGLE INC CL A 38259P508 269,339 457,741 SH   DFND   438,975 0 18,766
GRAHAM HLDGS CO COM 384637104 33,312 47,616 SH   DFND   47,616 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 61,952 1,763,510 SH   DFND   1,763,510 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 52,077 1,537,104 SH   DFND   0 0 1,537,104
GULFPORT ENERGY CORP COM NEW 402635304 18,001 337,104 SH   DFND   312,542 0 24,562
HALLIBURTON CO COM 406216101 114,727 1,778,435 SH   DFND   1,733,318 0 45,117
HARLEY DAVIDSON INC COM 412822108 54,667 939,289 SH   DFND   811,927 0 127,362
HCA HOLDINGS INC COM 40412C101 133,047 1,886,663 SH   DFND   1,774,131 0 112,532
HCP INC COM 40414L109 4,715 118,748 SH   DFND   118,748 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 154,306 3,312,718 SH   DFND   243,404 0 3,069,314
HELMERICH & PAYNE INC COM 423452101 21,084 215,425 SH   DFND   192,632 0 22,793
HESS CORP COM 42809H107 57,054 604,896 SH   DFND   604,896 0 0
HEWLETT PACKARD CO COM 428236103 215,651 6,079,827 SH   DFND   6,055,991 0 23,836
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 15,111 671,900 SH   DFND   671,900 0 0
HOME DEPOT INC COM 437076102 44,399 483,965 SH   DFND   367,435 0 116,530
HOME PROPERTIES INC COM 437306103 9,072 155,766 SH   DFND   155,766 0 0
HONEYWELL INTL INC COM 438516106 20,002 214,803 SH   DFND   214,803 0 0
HOSPIRA INC COM 441060100 25,925 498,278 SH   DFND   445,585 0 52,693
HOST HOTELS & RESORTS INC COM 44107P104 23,067 1,081,458 SH   DFND   1,081,458 0 0
HUBBELL INC CL B 443510201 17,232 142,972 SH   DFND   142,972 0 0
HUMANA INC COM 444859102 25,415 195,067 SH   DFND   195,067 0 0
HUNTINGTON BANCSHARES INC COM 446150104 78,547 8,072,620 SH   DFND   7,727,607 0 345,013
ICICI BK LTD ADR 45104G104 112,427 2,289,747 SH   DFND   419,447 0 1,870,300
IDREAMSKY TECHNOLOGY LIMITED SPONSORED ADS 45173K101 3,494 203,700 SH   DFND   203,700 0 0
IHS INC CL A 451734107 19,452 155,382 SH   DFND   155,382 0 0
IKANG HEALTHCARE GROUP INC SPONSORED ADR 45174L108 9,492 487,771 SH   DFND   487,771 0 0
ILLUMINA INC COM 452327109 25,672 156,614 SH   DFND   145,884 0 10,730
IMPERIAL OIL LTD COM NEW 453038408 20,852 441,372 SH   DFND   441,372 0 0
IMPERVA INC COM 45321L100 2,680 93,286 SH   DFND   93,286 0 0
INFORMATICA CORP COM 45666Q102 5,910 172,596 SH   DFND   172,596 0 0
INFOSYS LTD SPONSORED ADR 456788108 246 4,068 SH   DFND   2,806 0 0
INTEL CORP COM 458140100 45,463 1,305,668 SH   DFND   1,169,852 0 135,816
INTERCONTINENTAL EXCHANGE IN COM 45866F104 107,265 549,934 SH   DFND   522,799 0 27,135
INTEROIL CORP COM 460951106 8,177 150,700 SH   DFND   98,200 0 52,500
INTERPUBLIC GROUP COS INC COM 460690100 16,075 877,448 SH   DFND   877,448 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 10,711 826,765 SH   DFND   826,765 0 0
ISHARES MSCI STH AFR ETF 464286780 2,666 41,591 SH   DFND   41,591 0 0
ISHARES INTL SEL DIV ETF 464288448 4,496 125,608 SH   DFND   125,608 0 0
ISHARES MSCI TAIWAN ETF 464286731 2,726 178,500 SH   DFND   178,500 0 0
ISHARES MSCI AUST ETF 464286103 2,565 107,128 SH   DFND   107,128 0 0
ISHARES MSCI STH KOR ETF 464286772 24,779 409,500 SH   DFND   409,500 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 125,597 9,048,743 SH   DFND   8,353,486 0 695,257
JACOBS ENGR GROUP INC DEL COM 469814107 8,142 166,770 SH   DFND   166,770 0 0
JD COM INC SPON ADR CL A 47215P106 29,085 1,126,444 SH   DFND   1,126,444 0 0
JOHNSON & JOHNSON COM 478160104 398,661 3,740,136 SH   DFND   3,605,418 0 134,718
JOHNSON CTLS INC COM 478366107 62,277 1,415,378 SH   DFND   1,168,267 0 247,111
JONES LANG LASALLE INC COM 48020Q107 25,268 200,000 SH   DFND   200,000 0 0
JPMORGAN CHASE & CO COM 46625H100 372,748 6,187,709 SH   DFND   5,897,842 0 289,867
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 35,391 1,507,300 SH   DFND   1,507,300 0 0
JUNIPER NETWORKS INC COM 48203R104 22,076 996,644 SH   DFND   996,644 0 0
KIMBERLY CLARK CORP COM 494368103 135,258 1,257,392 SH   DFND   1,257,392 0 0
KLA-TENCOR CORP COM 482480100 39,390 500,000 SH   DFND   500,000 0 0
KNIGHT TRANSN INC COM 499064103 26,103 953,001 SH   DFND   854,025 0 98,976
KONGZHONG CORP SPONSORED ADR 50047P104 7,363 1,129,300 SH   DFND   1,112,300 0 17,000
KOSMOS ENERGY LTD SHS G5315B107 1,447 145,312 SH   DFND   145,312 0 0
L BRANDS INC COM 501797104 8,707 129,987 SH   DFND   129,987 0 0
LAM RESEARCH CORP COM 512807108 79,587 1,065,424 SH   DFND   1,065,424 0 0
LAUDER ESTEE COS INC CL A 518439104 34,962 467,911 SH   DFND   467,911 0 0
LEAR CORP COM NEW 521865204 6,498 75,200 SH   DFND   75,200 0 0
LEJU HLDGS LTD SPONSORED ADS 50187J108 12,887 1,002,910 SH   DFND   1,002,910 0 0
LIFELOCK INC COM 53224V100 10,863 760,196 SH   DFND   760,196 0 0
LILLY ELI & CO COM 532457108 137,854 2,125,743 SH   DFND   2,111,906 0 13,837
LKQ CORP COM 501889208 7,082 266,351 SH   DFND   81,182 0 185,169
LOMBARD MED INC COM G55598109 6,659 865,980 SH   DFND   624,357 0 241,623
LOWES COS INC COM 548661107 72,236 1,365,000 SH   DFND   1,365,000 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 312 8,400 SH   DFND   8,400 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,966 128,532 SH   DFND   128,532 0 0
M & T BK CORP COM 55261F104 2,771 22,478 SH   DFND   22,478 0 0
MACERICH CO COM 554382101 23,750 372,077 SH   DFND   372,077 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 4,764 171,200 SH   DFND   167,000 0 4,200
MALLINCKRODT PUB LTD CO SHS G5785G107 116,419 1,291,389 SH   DFND   1,285,238 0 6,151
MANTECH INTL CORP CL A 564563104 19,909 738,739 SH   DFND   738,739 0 0
MARATHON OIL CORP COM 565849106 42,195 1,122,495 SH   DFND   1,122,495 0 0
MARATHON PETE CORP COM 56585A102 62,740 740,997 SH   DFND   740,997 0 0
MARKIT LTD SHS G58249106 8,184 350,476 SH   DFND   350,476 0 0
MARSH & MCLENNAN COS INC COM 571748102 6,356 121,433 SH   DFND   121,433 0 0
MARTIN MARIETTA MATLS INC COM 573284106 31,997 248,156 SH   DFND   221,827 0 26,329
MASCO CORP COM 574599106 5,112 213,697 SH   DFND   213,697 0 0
MASTEC INC COM 576323109 36,686 1,198,122 SH   DFND   1,040,727 0 157,395
MAXIMUS INC COM 577933104 12,549 312,709 SH   DFND   170,571 0 142,138
MCDONALDS CORP COM 580135101 63,046 664,975 SH   DFND   664,975 0 0
MCKESSON CORP COM 58155Q103 7,307 37,534 SH   DFND   37,534 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 159,722 1,659,971 SH   DFND   1,630,623 0 29,348
MEDIVATION INC COM 58501N101 2,548 25,771 SH   DFND   25,771 0 0
MEDNAX INC COM 58502B106 31,559 575,693 SH   DFND   575,693 0 0
MEDTRONIC INC COM 585055106 114,974 1,855,915 SH   DFND   1,833,149 0 22,766
MELLANOX TECHNOLOGIES LTD SHS M51363113 10,608 236,417 SH   DFND   236,417 0 0
MERCADOLIBRE INC COM 58733R102 7,868 72,413 SH   DFND   72,413 0 0
MERCK & CO INC NEW COM 58933Y105 5,383 90,804 SH   DFND   59,511 0 31,293
METHANEX CORP COM 59151K108 11,042 164,197 SH   DFND   164,197 0 0
METLIFE INC COM 59156R108 8,313 154,747 SH   DFND   154,747 0 0
MICRON TECHNOLOGY INC COM 595112103 22,753 664,115 SH   DFND   593,494 0 70,621
MICROSOFT CORP COM 594918104 779,970 16,824,203 SH   DFND   16,499,961 0 324,242
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 72,028 2,388,200 SH   DFND   811,000 0 1,577,200
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 1,027 68,712 SH   DFND   68,712 0 0
MOBILEIRON INC COM NEW 60739U204 10,343 928,435 SH   DFND   928,435 0 0
MOHAWK INDS INC COM 608190104 7,179 53,250 SH   DFND   16,028 0 37,222
MOLSON COORS BREWING CO CL B 60871R209 190,067 2,553,288 SH   DFND   2,544,583 0 8,705
MONDELEZ INTL INC CL A 609207105 80,711 2,355,504 SH   DFND   2,294,951 0 60,553
MONSANTO CO NEW COM 61166W101 50,057 444,916 SH   DFND   444,916 0 0
MONSTER BEVERAGE CORP COM 611740101 36,837 401,844 SH   DFND   401,844 0 0
MOODYS CORP COM 615369105 7,295 77,194 SH   DFND   77,194 0 0
MORGAN STANLEY COM NEW 617446448 344,479 9,964,669 SH   DFND   9,618,125 0 346,544
MOSAIC CO NEW COM 61945C103 38,189 859,909 SH   DFND   859,909 0 0
MOUNTAIN PROV DIAMONDS INC COM NEW 62426E402 9,833 1,966,444 SH   DFND   1,966,444 0 0
MSCI INC COM 55354G100 2,963 63,020 SH   DFND   63,020 0 0
MYLAN INC COM 628530107 177,371 3,899,120 SH   DFND   3,882,950 0 16,170
NASDAQ OMX GROUP INC COM 631103108 103,830 2,447,665 SH   DFND   2,432,950 0 14,715
NETEASE INC SPONSORED ADR 64110W102 337,011 3,934,285 SH   DFND   3,088,424 0 845,861
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 318,728 13,738,270 SH   DFND   8,342,503 0 5,395,767
NEXTERA ENERGY INC COM 65339F101 7,660 81,593 SH   DFND   81,593 0 0
NIELSEN N V COM N63218106 154,261 3,479,833 SH   DFND   3,463,811 0 16,022
NOBLE CORP PLC SHS USD G65431101 9,420 423,964 SH   DFND   423,964 0 0
NORD ANGLIA EDUCATION INC SHS G6583A102 26,444 1,555,552 SH   DFND   1,555,552 0 0
NORFOLK SOUTHERN CORP COM 655844108 105,541 945,711 SH   DFND   940,031 0 5,680
NU SKIN ENTERPRISES INC CL A 67018T105 1,072 23,800 SH   DFND   23,800 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 137,478 8,918,449 SH   DFND   8,890,959 0 27,490
NVIDIA CORP COM 67066G104 169,098 9,165,223 SH   DFND   9,128,600 0 36,623
NVR INC COM 62944T105 141,840 125,520 SH   DFND   123,713 0 1,807
NXP SEMICONDUCTORS N V COM N6596X109 40,374 590,000 SH   DFND   590,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 88,000 915,237 SH   DFND   870,658 0 44,579
OMNICOM GROUP INC COM 681919106 102,395 1,486,998 SH   DFND   1,486,998 0 0
ORACLE CORP COM 68389X105 399,919 10,447,213 SH   DFND   10,186,159 0 261,054
OREXIGEN THERAPEUTICS INC COM 686164104 4,614 1,083,041 SH   DFND   1,083,041 0 0
PACWEST BANCORP DEL COM 695263103 14,710 356,774 SH   DFND   319,152 0 37,622
PARKWAY PPTYS INC COM 70159Q104 7,529 400,901 SH   DFND   400,901 0 0
PATTERSON UTI ENERGY INC COM 703481101 18,620 572,399 SH   DFND   511,561 0 60,838
PEABODY ENERGY CORP COM 704549104 11,152 900,822 SH   DFND   900,822 0 0
PEPSICO INC COM 713448108 88,517 950,877 SH   DFND   863,997 0 86,880
PERFECT WORLD CO LTD SPON ADR REP B 71372U104 11,263 572,018 SH   DFND   564,418 0 7,600
PERRIGO CO PLC SHS G97822103 34,405 229,076 SH   DFND   229,076 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 6,337 446,575 SH   DFND   446,575 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 6,360 427,108 SH   DFND   427,108 0 0
PFIZER INC COM 717081103 50,180 1,696,997 SH   DFND   1,696,997 0 0
PHILIP MORRIS INTL INC COM 718172109 26,780 321,104 SH   DFND   321,104 0 0
PHILLIPS 66 COM 718546104 3,036 37,340 SH   DFND   37,340 0 0
PLATINUM GROUP METALS LTD COM NEW 72765Q205 9,942 11,247,253 SH   DFND   11,247,253 0 0
PNC FINL SVCS GROUP INC COM 693475105 7,115 83,140 SH   DFND   26,163 0 56,977
POLYONE CORP COM 73179P106 13,025 366,089 SH   DFND   366,089 0 0
PRAXAIR INC COM 74005P104 88,451 685,664 SH   DFND   625,527 0 60,137
PRICELINE GRP INC COM NEW 741503403 8,668 7,482 SH   DFND   1,890 0 5,592
PRIMORIS SVCS CORP COM 74164F103 2,596 96,703 SH   DFND   96,703 0 0
PROCTER & GAMBLE CO COM 742718109 152,409 1,820,027 SH   DFND   1,665,917 0 154,110
PRUDENTIAL FINL INC COM 744320102 30,950 351,943 SH   DFND   281,071 0 70,872
PUBLIC STORAGE COM 74460D109 1,996 12,037 SH   DFND   12,037 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 39,337 583,030 SH   DFND   583,030 0 0
QLIK TECHNOLOGIES INC COM 74733T105 2,751 101,730 SH   DFND   101,730 0 0
QUALCOMM INC COM 747525103 9,256 123,791 SH   DFND   37,731 0 86,060
QUEST DIAGNOSTICS INC COM 74834L100 116,890 1,926,341 SH   DFND   1,913,797 0 12,544
RACKSPACE HOSTING INC COM 750086100 3,163 97,164 SH   DFND   97,164 0 0
RANDGOLD RES LTD ADR 752344309 13,957 206,494 SH   DFND   206,494 0 0
RED HAT INC COM 756577102 19,934 355,019 SH   DFND   318,137 0 36,882
REGIONS FINL CORP NEW COM 7591EP100 11,685 1,163,834 SH   DFND   840,299 0 323,535
RELIANCE STEEL & ALUMINUM CO COM 759509102 6,793 99,314 SH   DFND   99,314 0 0
REYNOLDS AMERICAN INC COM 761713106 85,264 1,445,145 SH   DFND   1,445,145 0 0
RIVERBED TECHNOLOGY INC COM 768573107 56,564 3,050,075 SH   DFND   3,031,411 0 18,664
ROCKET FUEL INC COM 773111109 6,774 428,762 SH   DFND   428,762 0 0
ROCKWELL AUTOMATION INC COM 773903109 16,526 150,402 SH   DFND   150,402 0 0
ROPER INDS INC NEW COM 776696106 30,968 211,687 SH   DFND   211,687 0 0
ROSETTA RESOURCES INC COM 777779307 9,913 222,459 SH   DFND   222,459 0 0
ROSS STORES INC COM 778296103 2,848 37,683 SH   DFND   37,683 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 78,062 3,084,234 SH   DFND   3,066,985 0 17,249
ROYAL BK CDA MONTREAL QUE COM 780087102 16,471 230,445 SH   DFND   230,445 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 101,512 1,508,582 SH   DFND   1,499,303 0 9,279
ROYAL GOLD INC COM 780287108 615 9,466 SH   DFND   9,466 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 514 9,108 SH   DFND   9,108 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 41,601 879,512 SH   DFND   847,980 0 31,532
SALIX PHARMACEUTICALS INC COM 795435106 20,487 131,127 SH   DFND   131,127 0 0
SANDISK CORP COM 80004C101 33,322 340,197 SH   DFND   340,197 0 0
SBA COMMUNICATIONS CORP COM 78388J106 25,005 225,476 SH   DFND   225,476 0 0
SCHEIN HENRY INC COM 806407102 23,773 204,110 SH   DFND   204,110 0 0
SCHLUMBERGER LTD COM 806857108 49,293 484,742 SH   DFND   394,679 0 90,063
SCORPIO TANKERS INC SHS Y7542C106 2,826 340,013 SH   DFND   340,013 0 0
SEMGROUP CORP CL A 81663A105 6,308 75,757 SH   DFND   75,757 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 23,897 536,640 SH   DFND   536,640 0 0
SFX ENTMT INC COM 784178303 3,809 758,700 SH   DFND   758,700 0 0
SIGNET JEWELERS LIMITED SHS G81276100 10,093 87,778 SH   DFND   87,778 0 0
SILVER WHEATON CORP COM 828336107 2,110 105,861 SH   DFND   105,861 0 0
SIMON PPTY GROUP INC NEW COM 828806109 51,766 314,843 SH   DFND   314,843 0 0
SINA CORP ORD G81477104 29,429 715,341 SH   DFND   715,341 0 0
SINOVAC BIOTECH LTD SHS P8696W104 4,566 949,300 SH   DFND   949,300 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 23,771 310,000 SH   DFND   310,000 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 4,209 138,730 SH   DFND   138,730 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 16,544 285,000 SH   DFND   285,000 0 0
SL GREEN RLTY CORP COM 78440X101 17,278 170,532 SH   DFND   170,532 0 0
SOLARWINDS INC COM 83416B109 40,465 962,302 SH   DFND   919,746 0 42,556
SOUFUN HLDGS LTD ADR 836034108 39,501 3,969,934 SH   DFND   2,851,735 0 1,118,199
SOUFUN HLDGS LTD DEBT 2.000%12/1 G8273WAA3 29,008 31,235,000 PRN   DFND   0 0 0
SOUTHWESTERN ENERGY CO COM 845467109 89,942 2,573,447 SH   DFND   2,506,393 0 67,054
SPIRIT AIRLS INC COM 848577102 19,450 281,315 SH   DFND   233,518 0 47,797
STAPLES INC COM 855030102 23,278 1,923,831 SH   DFND   1,923,831 0 0
STATE STR CORP COM 857477103 5,606 76,153 SH   DFND   23,322 0 52,831
STILLWATER MNG CO COM 86074Q102 16,270 1,082,507 SH   DFND   1,082,507 0 0
SUN CMNTYS INC COM 866674104 18,269 361,753 SH   DFND   361,753 0 0
SUNCOR ENERGY INC NEW COM 867224107 285,158 7,879,664 SH   DFND   7,848,493 0 31,171
SYMANTEC CORP COM 871503108 151,022 6,423,751 SH   DFND   6,407,437 0 16,314
SYNOPSYS INC COM 871607107 12,047 303,492 SH   DFND   303,492 0 0
SYSCO CORP COM 871829107 768 20,235 SH   DFND   20,235 0 0
T-MOBILE US INC COM 872590104 108,585 3,761,183 SH   DFND   3,761,183 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 26,233 1,299,930 SH   DFND   0 0 1,299,930
TAL ED GROUP ADS REPSTG COM 874080104 36,878 1,055,455 SH   DFND   1,046,955 0 4,500
TANGER FACTORY OUTLET CTRS I COM 875465106 8,939 273,193 SH   DFND   273,193 0 0
TARGET CORP COM 87612E106 22,099 352,572 SH   DFND   352,572 0 0
TATA MTRS LTD SPONSORED ADR 876568502 154,030 3,523,905 SH   DFND   242,181 0 3,281,724
TAUBMAN CTRS INC COM 876664103 16,709 228,886 SH   DFND   228,886 0 0
TE CONNECTIVITY LTD REG SHS H84989104 27,517 497,678 SH   DFND   492,467 0 5,211
TECHNE CORP COM 878377100 18,779 200,738 SH   DFND   179,751 0 20,987
TENET HEALTHCARE CORP COM NEW 88033G407 17,183 289,328 SH   DFND   258,769 0 30,559
TERADATA CORP DEL COM 88076W103 10,714 255,582 SH   DFND   255,582 0 0
TERADYNE INC COM 880770102 15,469 797,779 SH   DFND   797,779 0 0
TESLA MTRS INC NOTE 1.250% 3/0 88160RAC5 4,778 5,000,000 PRN   DFND   0 0 0
TESORO CORP COM 881609101 2,962 48,579 SH   DFND   48,579 0 0
TETRAPHASE PHARMACEUTICALS I COM 88165N105 8,877 444,984 SH   DFND   444,984 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3,775 70,233 SH   DFND   70,233 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 24,618 426,806 SH   DFND   383,225 0 43,581
TEXAS INSTRS INC COM 882508104 29,331 615,030 SH   DFND   551,374 0 63,656
TEXTRON INC COM 883203101 56,770 1,577,376 SH   DFND   1,452,303 0 125,073
THERMO FISHER SCIENTIFIC INC COM 883556102 11,368 93,411 SH   DFND   28,471 0 64,940
TIBCO SOFTWARE INC COM 88632Q103 5,978 252,980 SH   DFND   252,980 0 0
TIME INC NEW COM 887228104 1,819 77,617 SH   DFND   77,617 0 0
TIME WARNER CABLE INC COM 88732J207 1,683 11,726 SH   DFND   11,726 0 0
TIME WARNER INC COM NEW 887317303 190,485 2,532,711 SH   DFND   2,430,290 0 102,421
TIMKEN CO COM 887389104 16,912 398,951 SH   DFND   356,596 0 42,355
TIMKENSTEEL CORP COM 887399103 16,374 352,201 SH   DFND   309,657 0 42,544
TJX COS INC NEW COM 872540109 14,601 246,768 SH   DFND   183,791 0 62,977
TORONTO DOMINION BK ONT COM NEW 891160509 5,421 109,850 SH   DFND   109,850 0 0
TRANSDIGM GROUP INC COM 893641100 36,855 199,941 SH   DFND   187,135 0 12,806
TRAVELPORT WORLDWIDE LTD SHS G9019D104 9,479 575,861 SH   DFND   575,861 0 0
TRINSEO S A SHS L9340P101 486 30,900 SH   DFND   30,900 0 0
TRIPADVISOR INC COM 896945201 58,166 636,245 SH   DFND   636,245 0 0
TUTOR PERINI CORP COM 901109108 5,150 195,078 SH   DFND   195,078 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 74,746 2,243,962 SH   DFND   1,423,590 0 820,372
TWITTER INC COM 90184L102 32,949 638,795 SH   DFND   586,446 0 52,349
TYCO INTERNATIONAL LTD SHS H89128104 23,823 534,517 SH   DFND   534,517 0 0
UBIQUITI NETWORKS INC COM 90347A100 6,708 178,726 SH   DFND   159,769 0 18,957
UBS AG SHS NEW H89231338 522,935 30,083,424 SH   DFND   20,758,089 0 9,325,335
ULTA SALON COSMETCS & FRAG I COM 90384S303 15,922 134,735 SH   DFND   120,745 0 13,990
ULTRA PETROLEUM CORP COM 903914109 16,387 704,511 SH   DFND   704,511 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 58,526 1,034,028 SH   DFND   1,034,028 0 0
UNION PAC CORP COM 907818108 60,440 557,460 SH   DFND   504,207 0 53,253
UNITED CONTL HLDGS INC COM 910047109 21,833 466,618 SH   DFND   434,457 0 32,161
UNITED STATES STL CORP NEW COM 912909108 15,182 387,593 SH   DFND   347,140 0 40,453
UNITED TECHNOLOGIES CORP COM 913017109 9,945 94,179 SH   DFND   29,032 0 65,147
UNITEDHEALTH GROUP INC COM 91324P102 50,811 589,111 SH   DFND   571,122 0 17,989
UNIVERSAL DISPLAY CORP COM 91347P105 2,479 75,963 SH   DFND   75,963 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 6,026 57,669 SH   DFND   57,669 0 0
URS CORP NEW COM 903236107 49,618 861,275 SH   DFND   861,275 0 0
US BANCORP DEL COM NEW 902973304 378,856 9,057,031 SH   DFND   8,969,135 0 87,896
VALEANT PHARMACEUTICALS INTL COM 91911K102 18,064 137,773 SH   DFND   90,291 0 47,482
VALERO ENERGY CORP NEW COM 91913Y100 11,137 240,697 SH   DFND   240,697 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 17,981 459,399 SH   DFND   459,399 0 0
VARIAN MED SYS INC COM 92220P105 19,629 245,000 SH   DFND   245,000 0 0
VCA INC COM 918194101 14,553 370,015 SH   DFND   370,015 0 0
VENTAS INC COM 92276F100 13,913 224,589 SH   DFND   224,589 0 0
VERIFONE SYS INC COM 92342Y109 20,734 603,084 SH   DFND   603,084 0 0
VERISK ANALYTICS INC CL A 92345Y106 22,393 367,769 SH   DFND   367,769 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 233,598 4,672,886 SH   DFND   4,653,515 0 19,371
VIACOM INC NEW CL B 92553P201 65,905 856,578 SH   DFND   797,453 0 59,125
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 6,637 35,116 SH   DFND   35,116 0 0
VISA INC COM CL A 92826C839 8,876 41,599 SH   DFND   41,599 0 0
VMWARE INC CL A COM 928563402 18,368 195,734 SH   DFND   175,228 0 20,506
VOYA FINL INC COM 929089100 5,182 132,527 SH   DFND   132,527 0 0
WAL-MART STORES INC COM 931142103 38,250 500,192 SH   DFND   416,742 0 83,450
WASHINGTON PRIME GROUP INC COM 939647103 399 22,805 SH   DFND   22,805 0 0
WASTE CONNECTIONS INC COM 941053100 5,548 114,343 SH   DFND   114,343 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 38,885 1,869,481 SH   DFND   1,869,481 0 0
WELLPOINT INC COM 94973V107 176,495 1,475,464 SH   DFND   1,466,114 0 9,350
WELLS FARGO & CO NEW COM 949746101 20,037 386,294 SH   DFND   386,294 0 0
WERNER ENTERPRISES INC COM 950755108 14,904 591,421 SH   DFND   528,982 0 62,439
WESTERN DIGITAL CORP COM 958102105 24,330 250,000 SH   DFND   250,000 0 0
WEYERHAEUSER CO COM 962166104 32,677 1,025,636 SH   DFND   918,797 0 106,839
WILLIAMS SONOMA INC COM 969904101 29,694 446,052 SH   DFND   446,052 0 0
WOODWARD INC COM 980745103 11,257 236,398 SH   DFND   211,570 0 24,828
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 207,714 5,931,308 SH   DFND   5,807,892 0 123,416
XEROX CORP COM 984121103 20,500 1,549,475 SH   DFND   1,549,475 0 0
XILINX INC COM 983919101 3,885 91,742 SH   DFND   91,742 0 0
YOU ON DEMAND HLDGS INC COM NEW 98741R207 1,517 722,172 SH   DFND   722,172 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 3,318 89,708 SH   DFND   89,708 0 0
YUM BRANDS INC COM 988498101 38,914 540,621 SH   DFND   540,621 0 0
YY INC ADS REPCOM CLA 98426T106 5,362 71,600 SH   DFND   71,600 0 0