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 28,152 339,054 SH   DFND   339,054 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 81,408 2,716,308 SH   DFND   2,696,208 0 20,100
3M CO COM 88579Y101 2,116 14,771 SH   DFND   14,771 0 0
500 COM LTD SPON ADR REP A 33829R100 1,547 41,800 SH   DFND   41,800 0 0
51JOB INC SP ADR REP COM 316827104 31,604 479,146 SH   DFND   474,246 0 4,900
ABBOTT LABS COM 002824100 1,579 38,611 SH   DFND   38,611 0 0
ABBVIE INC COM 00287Y109 213,173 3,776,980 SH   DFND   3,726,661 0 50,319
ACE LTD SHS H0023R105 232,296 2,240,080 SH   DFND   2,228,506 0 11,574
ACTAVIS PLC SHS G0083B108 62,952 282,231 SH   DFND   282,231 0 0
ACTIVISION BLIZZARD INC COM 00507V109 217,479 9,752,409 SH   DFND   9,712,467 0 39,942
ADTRAN INC COM 00738A106 4,513 200,028 SH   DFND   200,028 0 0
AETNA INC NEW COM 00817Y108 75,821 935,135 SH   DFND   935,135 0 0
AFFILIATED MANAGERS GROUP COM 008252108 8,213 39,983 SH   DFND   39,983 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 46,570 810,757 SH   DFND   761,303 0 49,454
AIRMEDIA GROUP INC SPONSORED ADR 009411109 5,821 2,553,200 SH   DFND   2,485,900 0 67,300
ALBEMARLE CORP COM 012653101 17,535 245,239 SH   DFND   216,241 0 28,998
ALERE INC COM 01449J105 37,098 991,406 SH   DFND   991,406 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 16,666 106,663 SH   DFND   106,663 0 0
ALLERGAN INC COM 018490102 84,500 499,348 SH   DFND   464,002 0 35,346
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 18,822 1,172,704 SH   DFND   1,033,214 0 139,490
ALLSTATE CORP COM 020002101 13,932 237,260 SH   DFND   237,260 0 0
ALLY FINL INC COM 02005N100 29,421 1,230,500 SH   DFND   1,230,500 0 0
ALTERA CORP COM 021441100 81,732 2,351,321 SH   DFND   2,280,489 0 70,832
ALTRIA GROUP INC COM 02209S103 51,027 1,216,666 SH   DFND   1,216,666 0 0
AMAZON COM INC COM 023135106 106,221 327,055 SH   DFND   307,534 0 19,521
AMBEV SA SPONSORED ADR 02319V103 117,802 16,733,176 SH   DFND   16,733,176 0 0
AMDOCS LTD SHS G02602103 32,022 691,170 SH   DFND   691,170 0 0
AMEREN CORP COM 023608102 68,559 1,677,088 SH   DFND   1,677,088 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 26,249 611,000 SH   DFND   611,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 10,886 284,668 SH   DFND   284,668 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 120,305 2,204,191 SH   DFND   2,193,222 0 10,969
AMERICAN TOWER CORP NEW COM 03027X100 18,291 203,280 SH   DFND   181,519 0 21,761
AMGEN INC COM 031162100 379,193 3,203,452 SH   DFND   3,156,282 0 47,170
ANADARKO PETE CORP COM 032511107 377,000 3,443,862 SH   DFND   3,359,998 0 83,864
AON PLC SHS CL A G0408V102 106,476 1,181,888 SH   DFND   1,144,998 0 36,890
APOLLO ED GROUP INC CL A 037604105 14,999 479,976 SH   DFND   420,846 0 59,130
APPLE INC COM 037833100 278,840 3,000,534 SH   DFND   2,928,566 0 71,968
ARRIS GROUP INC NEW COM 04270V106 10,451 321,279 SH   DFND   321,279 0 0
ASHLAND INC NEW COM 044209104 2,644 24,317 SH   DFND   12,323 0 11,994
ASTRAZENECA PLC SPONSORED ADR 046353108 23,859 321,071 SH   DFND   321,071 0 0
ASTRONICS CORP COM 046433108 2,725 48,274 SH   DFND   48,274 0 0
AT&T INC COM 00206R102 22,963 649,403 SH   DFND   649,403 0 0
ATMOS ENERGY CORP COM 049560105 5,798 108,576 SH   DFND   108,576 0 0
AUTOZONE INC COM 053332102 140,391 261,806 SH   DFND   255,887 0 5,919
AVANIR PHARMACEUTICALS INC CL A NEW 05348P401 4,601 815,855 SH   DFND   815,855 0 0
BAIDU INC SPON ADR REP A 056752108 23,610 126,386 SH   DFND   126,386 0 0
BAKER HUGHES INC COM 057224107 54,610 733,515 SH   DFND   687,562 0 45,953
BANCO MACRO SA SPON ADR B 05961W105 793 22,000 SH   DFND   22,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 29,391 784,174 SH   DFND   784,174 0 0
BANK OF AMERICA CORPORATION COM 060505104 11,511 748,920 SH   DFND   748,920 0 0
BARCLAYS PLC ADR 06738E204 4,649 318,211 SH   DFND   318,211 0 0
BARD C R INC COM 067383109 115,882 810,308 SH   DFND   805,404 0 4,904
BARRACUDA NETWORKS INC COM 068323104 11,588 373,578 SH   DFND   373,578 0 0
BAXTER INTL INC COM 071813109 17,714 245,000 SH   DFND   245,000 0 0
BB&T CORP COM 054937107 66,892 1,696,473 SH   DFND   1,696,473 0 0
BIOGEN IDEC INC COM 09062X103 31,771 100,761 SH   DFND   100,761 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 37,771 607,156 SH   DFND   570,107 0 37,049
BITAUTO HLDGS LTD SPONSORED ADS 091727107 182,962 3,756,914 SH   DFND   3,124,002 0 632,912
BJS RESTAURANTS INC COM 09180C106 27,261 780,882 SH   DFND   780,882 0 0
BLOCK H & R INC COM 093671105 23,072 688,299 SH   DFND   688,299 0 0
BONA FILM GROUP LTD SPONSORED ADS 09777B107 8,257 1,331,804 SH   DFND   1,309,604 0 22,200
BONANZA CREEK ENERGY INC COM 097793103 13,685 239,287 SH   DFND   239,287 0 0
BORGWARNER INC COM 099724106 38,266 586,999 SH   DFND   542,881 0 44,118
BRISTOL MYERS SQUIBB CO COM 110122108 18,336 377,987 SH   DFND   377,987 0 0
BROADCOM CORP CL A 111320107 16,984 457,541 SH   DFND   402,674 0 54,867
BROADSOFT INC COM 11133B409 3,457 130,996 SH   DFND   130,996 0 0
BROWN FORMAN CORP CL B 115637209 50,957 541,114 SH   DFND   476,074 0 65,040
BUNGE LIMITED COM G16962105 3,607 47,689 SH   DFND   47,689 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 6,854 101,227 SH   DFND   101,227 0 0
CAPITAL ONE FINL CORP COM 14040H105 16,374 198,234 SH   DFND   198,234 0 0
CARDINAL HEALTH INC COM 14149Y108 19,354 282,291 SH   DFND   282,291 0 0
CATERPILLAR INC DEL COM 149123101 242,457 2,231,135 SH   DFND   2,181,246 0 49,889
CBL & ASSOC PPTYS INC COM 124830100 17,748 934,089 SH   DFND   934,089 0 0
CBRE GROUP INC CL A 12504L109 41,283 1,288,468 SH   DFND   1,161,722 0 126,746
CBS CORP NEW CL B 124857202 7,244 116,570 SH   DFND   116,570 0 0
CENTENE CORP DEL COM 15135B101 113,967 1,507,300 SH   DFND   1,474,538 0 32,762
CHECK POINT SOFTWARE TECH LT ORD M22465104 175,326 2,615,628 SH   DFND   2,615,628 0 0
CHEETAH MOBILE INC ADR 163075104 8,120 382,280 SH   DFND   382,167 0 113
CHESAPEAKE ENERGY CORP COM 165167107 23,413 753,304 SH   DFND   753,304 0 0
CHEVRON CORP NEW COM 166764100 22,023 168,693 SH   DFND   168,693 0 0
CHILDRENS PL RETAIL STORES I COM 168905107 18,958 381,995 SH   DFND   381,995 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 10,042 225,808 SH   DFND   222,708 0 3,100
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944W104 8,827 526,700 SH   DFND   519,300 0 7,400
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 53,992 2,151,082 SH   DFND   2,139,782 0 11,300
CHINACACHE INTL HLDG LTD SPON ADR 16950M107 39,508 2,526,095 SH   DFND   2,503,595 0 22,500
CHIPOTLE MEXICAN GRILL INC COM 169656105 30,508 51,489 SH   DFND   45,240 0 6,249
CIENA CORP COM NEW 171779309 20,029 924,705 SH   DFND   813,034 0 111,671
CIGNA CORPORATION COM 125509109 277,928 3,021,940 SH   DFND   3,008,364 0 13,576
CIMAREX ENERGY CO COM 171798101 2,512 17,513 SH   DFND   17,513 0 0
CISCO SYS INC COM 17275R102 338,108 13,605,968 SH   DFND   13,431,227 0 174,741
CITIGROUP INC COM NEW 172967424 445,656 9,461,911 SH   DFND   9,369,001 0 92,910
CITRIX SYS INC COM 177376100 183,073 2,926,832 SH   DFND   2,914,851 0 11,981
CME GROUP INC COM 12572Q105 233,739 3,294,414 SH   DFND   3,262,761 0 31,653
CMS ENERGY CORP COM 125896100 6,134 196,934 SH   DFND   196,934 0 0
CNH INDL N V SHS N20944109 58,902 5,735,500 SH   DFND   5,735,500 0 0
CNINSURE INC SPONSORED ADR 18976M103 22,026 3,210,860 SH   DFND   3,181,860 0 29,000
COACH INC COM 189754104 284 8,300 SH   DFND   8,300 0 0
COBALT INTL ENERGY INC COM 19075F106 1,074 58,520 SH   DFND   58,520 0 0
COCA COLA CO COM 191216100 58,446 1,379,745 SH   DFND   1,379,745 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 121,756 2,548,266 SH   DFND   2,531,421 0 16,845
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 78,472 1,604,415 SH   DFND   1,604,415 0 0
COLFAX CORP COM 194014106 19,252 258,273 SH   DFND   258,273 0 0
COLGATE PALMOLIVE CO COM 194162103 3,065 44,957 SH   DFND   44,957 0 0
COMCAST CORP NEW CL A 20030N101 425,578 7,928,052 SH   DFND   7,846,957 0 81,095
COMMVAULT SYSTEMS INC COM 204166102 15,160 308,309 SH   DFND   308,309 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 19,055 411,296 SH   DFND   411,296 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 28,664 3,587,514 SH   DFND   3,587,514 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 18,563 1,571,786 SH   DFND   1,571,786 0 0
CONAGRA FOODS INC COM 205887102 137,923 4,646,989 SH   DFND   4,620,029 0 26,960
CONCHO RES INC COM 20605P101 40,686 281,567 SH   DFND   254,199 0 27,368
CONTINENTAL RESOURCES INC COM 212015101 8,565 54,196 SH   DFND   54,196 0 0
COOPER COS INC COM NEW 216648402 16,097 118,772 SH   DFND   118,772 0 0
COPA HOLDINGS SA CL A P31076105 19,891 139,516 SH   DFND   139,516 0 0
CORNING INC COM 219350105 27,155 1,237,114 SH   DFND   1,237,114 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,605 13,940 SH   DFND   13,940 0 0
COVANCE INC COM 222816100 53,827 628,968 SH   DFND   589,199 0 39,769
COVIDIEN PLC SHS G2554F113 58,753 651,511 SH   DFND   651,511 0 0
CREDICORP LTD COM G2519Y108 184,768 1,188,445 SH   DFND   1,077,325 0 111,120
CREDIT SUISSE GROUP SPONSORED ADR 225401108 9,630 339,446 SH   DFND   339,446 0 0
CRITEO S A SPONS ADS 226718104 31,733 939,681 SH   DFND   909,454 0 30,227
CROWN CASTLE INTL CORP COM 228227104 7,104 95,663 SH   DFND   95,663 0 0
CSX CORP COM 126408103 32,972 1,070,174 SH   DFND   1,070,174 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 18,239 261,227 SH   DFND   261,227 0 0
CUMMINS INC COM 231021106 2,501 16,211 SH   DFND   16,211 0 0
CVS CAREMARK CORPORATION COM 126650100 405,358 5,378,242 SH   DFND   5,243,620 0 134,622
DANAHER CORP DEL COM 235851102 77,901 989,470 SH   DFND   955,721 0 33,749
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 3,770 117,900 SH   DFND   117,900 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 13,307 184,003 SH   DFND   184,003 0 0
DDR CORP COM 23317H102 11,630 659,663 SH   DFND   659,663 0 0
DECKERS OUTDOOR CORP COM 243537107 21,810 252,639 SH   DFND   252,639 0 0
DEERE & CO COM 244199105 18,291 202,000 SH   DFND   202,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 61,071 888,440 SH   DFND   814,377 0 74,063
DELTA AIR LINES INC DEL COM NEW 247361702 15,318 395,613 SH   DFND   363,599 0 32,014
DERMA SCIENCES INC COM PAR $.01 249827502 802 69,412 SH   DFND   69,412 0 0
DESCARTES SYS GROUP INC COM 249906108 30,174 2,104,173 SH   DFND   2,104,173 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 6,551 186,393 SH   DFND   158,344 0 28,049
DEVRY ED GROUP INC COM 251893103 19,288 455,551 SH   DFND   400,084 0 55,467
DIGITAL RLTY TR INC COM 253868103 4,491 77,013 SH   DFND   77,013 0 0
DISNEY WALT CO COM DISNEY 254687106 157,118 1,832,493 SH   DFND   1,832,493 0 0
DOLLAR GEN CORP NEW COM 256677105 135,961 2,370,306 SH   DFND   2,354,022 0 16,284
DONALDSON INC COM 257651109 15,336 362,377 SH   DFND   362,377 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 95,865 1,636,485 SH   DFND   1,636,485 0 0
DR REDDYS LABS LTD ADR 256135203 67,515 1,564,663 SH   DFND   551,294 0 1,013,369
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 14,205 526,881 SH   DFND   526,881 0 0
E M C CORP MASS COM 268648102 61,796 2,346,093 SH   DFND   2,281,816 0 64,277
EAGLE MATERIALS INC COM 26969P108 77,253 819,395 SH   DFND   766,255 0 53,140
EASTMAN CHEM CO COM 277432100 30,048 343,992 SH   DFND   343,992 0 0
EATON CORP PLC SHS G29183103 157,264 2,037,623 SH   DFND   1,965,719 0 71,904
EBAY INC COM 278642103 129,016 2,577,225 SH   DFND   2,520,729 0 56,496
EDWARDS LIFESCIENCES CORP COM 28176E108 10,318 120,202 SH   DFND   106,061 0 14,141
ELECTRONIC ARTS INC COM 285512109 339,553 9,466,209 SH   DFND   9,443,709 0 22,500
EMCOR GROUP INC COM 29084Q100 19,046 427,713 SH   DFND   427,713 0 0
ENBRIDGE INC COM 29250N105 12,702 267,710 SH   DFND   267,710 0 0
ENDOLOGIX INC COM 29266S106 9,016 592,792 SH   DFND   592,792 0 0
ENERGEN CORP COM 29265N108 4,653 52,351 SH   DFND   52,351 0 0
ENSCO PLC SHS CLASS A G3157S106 1,133 20,382 SH   DFND   20,382 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 28,932 805,676 SH   DFND   805,676 0 0
EOG RES INC COM 26875P101 3,957 33,860 SH   DFND   29,558 0 4,302
EPAM SYS INC COM 29414B104 13,223 302,232 SH   DFND   302,232 0 0
EQT CORP COM 26884L109 41,340 386,718 SH   DFND   333,878 0 52,840
EQUIFAX INC COM 294429105 61,354 845,800 SH   DFND   839,419 0 6,381
ESSEX PPTY TR INC COM 297178105 15,067 81,483 SH   DFND   81,483 0 0
EXACT SCIENCES CORP COM 30063P105 7,418 435,603 SH   DFND   435,603 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 425,705 6,140,272 SH   DFND   6,031,745 0 108,527
EXXON MOBIL CORP COM 30231G102 82,752 821,931 SH   DFND   821,931 0 0
F M C CORP COM NEW 302491303 22,377 314,333 SH   DFND   314,333 0 0
F5 NETWORKS INC COM 315616102 30,695 275,440 SH   DFND   275,440 0 0
FEDEX CORP COM 31428X106 4,778 31,563 SH   DFND   16,107 0 15,456
FIDELITY NATIONAL FINANCIAL CL A 31620R105 28,891 881,889 SH   DFND   881,889 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 387 7,068 SH   DFND   7,068 0 0
FINISAR CORP COM NEW 31787A507 9,402 476,050 SH   DFND   418,257 0 57,793
FIRST CASH FINL SVCS INC COM 31942D107 30,023 521,330 SH   DFND   521,330 0 0
FISERV INC COM 337738108 20,988 347,944 SH   DFND   347,944 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,314 47,906 SH   DFND   47,906 0 0
FLOWERS FOODS INC COM 343498101 24,855 1,179,058 SH   DFND   1,036,473 0 142,585
FLUOR CORP NEW COM 343412102 20,607 267,974 SH   DFND   267,974 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 86,250 920,986 SH   DFND   920,986 0 0
FORTINET INC COM 34959E109 5,876 233,834 SH   DFND   233,834 0 0
FRANCO NEVADA CORP COM 351858105 1,066 18,569 SH   DFND   18,569 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 1,309 35,850 SH   DFND   35,850 0 0
FRESH MKT INC COM 35804H106 15,007 448,363 SH   DFND   395,832 0 52,531
GANNETT INC COM 364730101 39,080 1,248,171 SH   DFND   1,248,171 0 0
GARTNER INC COM 366651107 39,050 553,740 SH   DFND   553,740 0 0
GENERAL DYNAMICS CORP COM 369550108 147,283 1,263,689 SH   DFND   1,235,123 0 28,566
GENERAL ELECTRIC CO COM 369604103 86,866 3,305,387 SH   DFND   3,259,097 0 46,290
GENERAL GROWTH PPTYS INC NEW COM 370023103 23,650 1,003,810 SH   DFND   1,003,810 0 0
GENERAL MTRS CO COM 37045V100 97,793 2,694,019 SH   DFND   2,677,185 0 16,834
GILEAD SCIENCES INC COM 375558103 318,057 3,836,170 SH   DFND   3,780,415 0 55,755
GNC HLDGS INC COM CL A 36191G107 3,850 112,916 SH   DFND   112,916 0 0
GOLDCORP INC NEW NOTE 2.000% 8/0 380956AB8 14,283 14,270,000 PRN   DFND   0 0 0
GOLDCORP INC NEW COM 380956409 1,817 65,092 SH   DFND   65,092 0 0
GOOGLE INC CL A 38259P508 266,430 455,693 SH   DFND   442,768 0 12,925
GOOGLE INC CL C 38259P706 50,971 88,602 SH   DFND   84,512 0 4,090
GRAHAM HLDGS CO COM 384637104 42,473 59,146 SH   DFND   59,146 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 72,503 1,645,922 SH   DFND   1,645,922 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 2,702 184,424 SH   DFND   184,424 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 37,517 1,093,457 SH   DFND   0 0 1,093,457
GULFPORT ENERGY CORP COM NEW 402635304 20,412 325,039 SH   DFND   299,005 0 26,034
HAIN CELESTIAL GROUP INC COM 405217100 16,583 186,871 SH   DFND   186,871 0 0
HALLIBURTON CO COM 406216101 146,611 2,064,658 SH   DFND   1,995,556 0 69,102
HARLEY DAVIDSON INC COM 412822108 27,621 395,440 SH   DFND   330,216 0 65,224
HASBRO INC COM 418056107 53,717 1,012,571 SH   DFND   1,004,079 0 8,492
HCA HOLDINGS INC COM 40412C101 175,595 3,114,498 SH   DFND   3,066,106 0 48,392
HCP INC COM 40414L109 5,306 128,216 SH   DFND   128,216 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 111,442 2,380,220 SH   DFND   229,941 0 2,150,279
HELMERICH & PAYNE INC COM 423452101 25,308 217,964 SH   DFND   191,847 0 26,117
HESS CORP COM 42809H107 10,038 101,510 SH   DFND   101,510 0 0
HEWLETT PACKARD CO COM 428236103 226,496 6,724,930 SH   DFND   6,698,093 0 26,837
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 18,980 775,000 SH   DFND   775,000 0 0
HOME DEPOT INC COM 437076102 9,730 120,182 SH   DFND   85,714 0 34,468
HOME PROPERTIES INC COM 437306103 7,422 116,043 SH   DFND   116,043 0 0
HONEYWELL INTL INC COM 438516106 21,890 235,498 SH   DFND   235,498 0 0
HOSPIRA INC COM 441060100 67,384 1,311,736 SH   DFND   1,236,234 0 75,502
HOST HOTELS & RESORTS INC COM 44107P104 20,811 945,515 SH   DFND   945,515 0 0
HUBBELL INC CL B 443510201 18,311 148,685 SH   DFND   148,685 0 0
HUMANA INC COM 444859102 18,557 145,291 SH   DFND   145,291 0 0
HUNTINGTON BANCSHARES INC COM 446150104 63,601 6,666,774 SH   DFND   6,421,819 0 244,955
ICICI BK LTD ADR 45104G104 29,271 586,586 SH   DFND   152,191 0 434,395
ILLUMINA INC COM 452327109 33,742 188,986 SH   DFND   173,145 0 15,841
IMPERIAL OIL LTD COM NEW 453038408 24,456 464,097 SH   DFND   464,097 0 0
IMPERVA INC COM 45321L100 3,234 123,526 SH   DFND   123,526 0 0
INFORMATICA CORP COM 45666Q102 3,622 101,588 SH   DFND   101,588 0 0
INGERSOLL-RAND PLC SHS G47791101 16,878 270,000 SH   DFND   270,000 0 0
INTEL CORP COM 458140100 64,823 2,097,820 SH   DFND   1,938,326 0 159,494
INTERCONTINENTAL EXCHANGE IN COM 45866F104 113,359 600,098 SH   DFND   587,198 0 12,900
INTERPUBLIC GROUP COS INC COM 460690100 19,022 974,965 SH   DFND   974,965 0 0
INTREPID POTASH INC COM 46121Y102 2,275 135,735 SH   DFND   135,735 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 12,674 826,765 SH   DFND   826,765 0 0
ISHARES MSCI MEX CAP ETF 464286822 2,945 43,430 SH   DFND   43,430 0 0
ISHARES MSCI STH AFR ETF 464286780 2,806 40,677 SH   DFND   40,677 0 0
ISHARES MSCI STH KOR ETF 464286772 18,758 288,500 SH   DFND   288,500 0 0
ISOFTSTONE HLDGS LTD SPONSORED ADS 46489B108 31,408 5,752,325 SH   DFND   5,752,325 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 160,914 11,190,125 SH   DFND   9,866,065 0 1,324,060
JACOBS ENGR GROUP INC DEL COM 469814107 13,874 260,396 SH   DFND   260,396 0 0
JD COM INC SPON ADR CL A 47215P106 52,809 1,852,301 SH   DFND   1,402,001 0 450,300
JOHNSON & JOHNSON COM 478160104 352,598 3,370,273 SH   DFND   3,316,899 0 53,374
JOHNSON CTLS INC COM 478366107 81,396 1,630,194 SH   DFND   1,486,412 0 143,782
JONES LANG LASALLE INC COM 48020Q107 15,799 125,000 SH   DFND   125,000 0 0
JPMORGAN CHASE & CO COM 46625H100 356,485 6,186,819 SH   DFND   6,053,771 0 133,048
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 3,397 124,882 SH   DFND   124,882 0 0
JUNIPER NETWORKS INC COM 48203R104 49,445 2,014,879 SH   DFND   1,873,539 0 141,340
KELLOGG CO COM 487836108 29,913 455,303 SH   DFND   411,455 0 43,848
KIMBERLY CLARK CORP COM 494368103 129,848 1,167,484 SH   DFND   1,167,484 0 0
KLA-TENCOR CORP COM 482480100 58,946 811,476 SH   DFND   811,476 0 0
KNIGHT TRANSN INC COM 499064103 18,640 784,163 SH   DFND   690,591 0 93,572
KOFAX LTD COM USD G5307C105 3,727 435,975 SH   DFND   435,975 0 0
KONGZHONG CORP SPONSORED ADR 50047P104 6,946 800,200 SH   DFND   787,800 0 12,400
KOSMOS ENERGY LTD SHS G5315B107 7,244 645,066 SH   DFND   645,066 0 0
L BRANDS INC COM 501797104 8,055 137,320 SH   DFND   137,320 0 0
LAM RESEARCH CORP COM 512807108 83,313 1,232,809 SH   DFND   1,232,809 0 0
LAS VEGAS SANDS CORP COM 517834107 1,875 24,600 SH   DFND   24,600 0 0
LAUDER ESTEE COS INC CL A 518439104 41,949 564,887 SH   DFND   564,887 0 0
LEAR CORP COM NEW 521865204 7,067 79,123 SH   DFND   79,123 0 0
LEJU HLDGS LTD SPONSORED ADS 50187J108 11,322 1,082,446 SH   DFND   1,082,446 0 0
LIFELOCK INC COM 53224V100 15,407 1,103,651 SH   DFND   1,103,651 0 0
LILLY ELI & CO COM 532457108 87,773 1,411,825 SH   DFND   1,401,809 0 10,016
LKQ CORP COM 501889208 3,952 148,057 SH   DFND   74,695 0 73,362
LOGITECH INTL S A SHS H50430232 1,418 108,909 SH   DFND   108,909 0 0
LOMBARD MED INC COM G55598109 6,255 868,728 SH   DFND   624,357 0 244,371
LOWES COS INC COM 548661107 59,988 1,250,000 SH   DFND   1,250,000 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 303 8,400 SH   DFND   8,400 0 0
M & T BK CORP COM 55261F104 2,663 21,465 SH   DFND   21,465 0 0
MACERICH CO COM 554382101 22,443 336,231 SH   DFND   336,231 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 5,867 167,000 SH   DFND   167,000 0 0
MANTECH INTL CORP CL A 564563104 21,751 736,834 SH   DFND   736,834 0 0
MANULIFE FINL CORP COM 56501R106 6,559 331,800 SH   DFND   331,800 0 0
MARATHON OIL CORP COM 565849106 33,781 846,216 SH   DFND   846,216 0 0
MARATHON PETE CORP COM 56585A102 55,787 714,581 SH   DFND   714,581 0 0
MARSH & MCLENNAN COS INC COM 571748102 6,008 115,949 SH   DFND   115,949 0 0
MARTIN MARIETTA MATLS INC COM 573284106 30,820 233,400 SH   DFND   205,151 0 28,249
MASCO CORP COM 574599106 21,106 950,726 SH   DFND   873,948 0 76,778
MASTEC INC COM 576323109 20,415 662,396 SH   DFND   631,413 0 30,983
MAXIMUS INC COM 577933104 9,410 218,735 SH   DFND   166,873 0 51,862
MCDONALDS CORP COM 580135101 86,858 862,199 SH   DFND   862,199 0 0
MCKESSON CORP COM 58155Q103 92,880 498,791 SH   DFND   494,604 0 4,187
MEAD JOHNSON NUTRITION CO COM 582839106 243,659 2,615,204 SH   DFND   2,571,083 0 44,121
MEDIVATION INC COM 58501N101 2,391 31,022 SH   DFND   31,022 0 0
MEDNAX INC COM 58502B106 45,874 788,888 SH   DFND   788,888 0 0
MEDTRONIC INC COM 585055106 135,836 2,130,422 SH   DFND   2,089,552 0 40,870
MELCO CROWN ENTMT LTD ADR 585464100 1,532 42,900 SH   DFND   42,900 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 12,020 344,822 SH   DFND   344,822 0 0
MERCADOLIBRE INC COM 58733R102 8,066 84,548 SH   DFND   84,548 0 0
MERCK & CO INC NEW COM 58933Y105 28,866 498,981 SH   DFND   485,365 0 13,616
MERITOR INC COM 59001K100 11,764 902,121 SH   DFND   902,121 0 0
METLIFE INC COM 59156R108 9,079 163,409 SH   DFND   163,409 0 0
MICRON TECHNOLOGY INC COM 595112103 26,060 790,887 SH   DFND   695,853 0 95,034
MICROS SYS INC COM 594901100 20,443 301,069 SH   DFND   301,069 0 0
MICROSOFT CORP COM 594918104 749,073 17,963,390 SH   DFND   17,811,920 0 151,470
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 65,318 2,073,600 SH   DFND   718,100 0 1,355,500
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 16,746 848,342 SH   DFND   172,774 0 675,568
MOBILEIRON INC COM NEW 60739U204 13,305 1,397,624 SH   DFND   1,397,624 0 0
MOHAWK INDS INC COM 608190104 4,599 33,246 SH   DFND   16,823 0 16,423
MOLSON COORS BREWING CO CL B 60871R209 260,165 3,508,153 SH   DFND   3,487,557 0 20,596
MONDELEZ INTL INC CL A 609207105 71,686 1,906,035 SH   DFND   1,906,035 0 0
MONSANTO CO NEW COM 61166W101 48,201 386,409 SH   DFND   386,409 0 0
MONSTER BEVERAGE CORP COM 611740101 39,894 561,643 SH   DFND   561,643 0 0
MOODYS CORP COM 615369105 10,692 121,974 SH   DFND   121,974 0 0
MORGAN STANLEY COM NEW 617446448 310,309 9,598,190 SH   DFND   9,416,321 0 181,869
MOSAIC CO NEW COM 61945C103 37,419 756,701 SH   DFND   756,701 0 0
MOUNTAIN PROV DIAMONDS INC COM NEW 62426E402 7,577 1,582,269 SH   DFND   1,582,269 0 0
MSCI INC COM 55354G100 6,409 139,789 SH   DFND   139,789 0 0
MYLAN INC COM 628530107 250,610 4,860,543 SH   DFND   4,842,454 0 18,089
NASDAQ OMX GROUP INC COM 631103108 99,033 2,564,296 SH   DFND   2,546,509 0 17,787
NAVISTAR INTL CORP NEW COM 63934E108 9,116 243,224 SH   DFND   243,224 0 0
NETEASE INC SPONSORED ADR 64110W102 245,360 3,131,191 SH   DFND   2,581,455 0 549,736
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 415,117 15,623,522 SH   DFND   9,693,823 0 5,929,699
NEWMONT MINING CORP NOTE 1.250% 7/1 651639AH9 18,000 18,000,000 PRN   DFND   0 0 0
NEXTERA ENERGY INC COM 65339F101 9,076 88,563 SH   DFND   88,563 0 0
NIELSEN N V COM N63218106 184,886 3,819,177 SH   DFND   3,800,664 0 18,513
NIKE INC CL B 654106103 21,928 282,755 SH   DFND   282,755 0 0
NOBLE CORP PLC SHS USD G65431101 27,705 825,551 SH   DFND   825,551 0 0
NORD ANGLIA EDUCATION INC SHS G6583A102 28,467 1,555,552 SH   DFND   1,555,552 0 0
NORFOLK SOUTHERN CORP COM 655844108 143,737 1,395,101 SH   DFND   1,385,709 0 9,392
NUANCE COMMUNICATIONS INC COM 67020Y100 135,553 7,221,810 SH   DFND   7,202,534 0 19,276
NVIDIA CORP COM 67066G104 151,060 8,147,784 SH   DFND   8,114,184 0 33,600
NVR INC COM 62944T105 165,864 144,154 SH   DFND   142,272 0 1,882
NXP SEMICONDUCTORS N V COM N6596X109 53,707 811,524 SH   DFND   811,524 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 116,708 1,137,176 SH   DFND   1,119,514 0 17,662
OCEANEERING INTL INC COM 675232102 2,177 27,862 SH   DFND   27,862 0 0
OMNICOM GROUP INC COM 681919106 155,186 2,178,972 SH   DFND   2,178,972 0 0
ORACLE CORP COM 68389X105 467,626 11,537,775 SH   DFND   11,413,855 0 123,920
OREXIGEN THERAPEUTICS INC COM 686164104 13,964 2,259,500 SH   DFND   2,259,500 0 0
PALL CORP COM 696429307 14,381 168,413 SH   DFND   147,990 0 20,423
PARKER HANNIFIN CORP COM 701094104 21,317 169,549 SH   DFND   169,549 0 0
PARKWAY PPTYS INC COM 70159Q104 7,267 351,916 SH   DFND   351,916 0 0
PATTERSON UTI ENERGY INC COM 703481101 23,718 678,835 SH   DFND   596,834 0 82,001
PEABODY ENERGY CORP COM 704549104 15,418 943,022 SH   DFND   943,022 0 0
PENTAIR PLC SHS G7S00T104 15,598 216,282 SH   DFND   189,703 0 26,579
PEPSICO INC COM 713448108 85,361 955,464 SH   DFND   928,621 0 26,843
PERFECT WORLD CO LTD SPON ADR REP B 71372U104 5,789 294,918 SH   DFND   287,318 0 7,600
PERRIGO CO PLC SHS G97822103 33,548 230,156 SH   DFND   230,156 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 2,121 145,005 SH   DFND   145,005 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 4,247 271,552 SH   DFND   271,552 0 0
PFIZER INC COM 717081103 49,939 1,682,574 SH   DFND   1,682,574 0 0
PHILIP MORRIS INTL INC COM 718172109 24,827 294,468 SH   DFND   294,468 0 0
PHILLIPS 66 COM 718546104 2,865 35,621 SH   DFND   35,621 0 0
PLATINUM GROUP METALS LTD COM NEW 72765Q205 17,722 14,889,924 SH   DFND   14,889,924 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,181 46,950 SH   DFND   24,377 0 22,573
POST HLDGS INC COM 737446104 27,698 544,059 SH   DFND   544,059 0 0
PRAXAIR INC COM 74005P104 106,360 800,666 SH   DFND   758,308 0 42,358
PRICELINE GRP INC COM NEW 741503403 4,681 3,891 SH   DFND   1,979 0 1,912
PRIMORIS SVCS CORP COM 74164F103 2,613 90,611 SH   DFND   90,611 0 0
PROCTER & GAMBLE CO COM 742718109 72,884 927,389 SH   DFND   866,332 0 61,057
PRUDENTIAL FINL INC COM 744320102 24,736 278,654 SH   DFND   254,657 0 23,997
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 26,998 293,330 SH   DFND   293,330 0 0
QLIK TECHNOLOGIES INC COM 74733T105 4,142 183,119 SH   DFND   183,119 0 0
QUALCOMM INC COM 747525103 5,475 69,130 SH   DFND   35,034 0 34,096
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 73,183 791,258 SH   DFND   786,495 0 4,763
RACKSPACE HOSTING INC COM 750086100 2,890 85,871 SH   DFND   85,871 0 0
RANDGOLD RES LTD ADR 752344309 16,224 191,778 SH   DFND   191,778 0 0
RED HAT INC COM 756577102 22,858 413,565 SH   DFND   364,814 0 48,751
REGIONS FINL CORP NEW COM 7591EP100 9,178 864,192 SH   DFND   736,012 0 128,180
RELIANCE STEEL & ALUMINUM CO COM 759509102 993 13,478 SH   DFND   13,478 0 0
REYNOLDS AMERICAN INC COM 761713106 95,695 1,585,661 SH   DFND   1,585,661 0 0
RIVERBED TECHNOLOGY INC COM 768573107 65,151 3,158,088 SH   DFND   3,136,142 0 21,946
ROCKET FUEL INC COM 773111109 24,446 786,287 SH   DFND   786,287 0 0
ROCKWELL AUTOMATION INC COM 773903109 40,948 327,164 SH   DFND   303,117 0 24,047
ROPER INDS INC NEW COM 776696106 35,719 244,631 SH   DFND   244,631 0 0
ROSETTA RESOURCES INC COM 777779307 56,553 1,031,053 SH   DFND   1,031,053 0 0
ROSS STORES INC COM 778296103 2,380 35,985 SH   DFND   35,985 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 20,680 647,658 SH   DFND   647,658 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 12,830 179,473 SH   DFND   179,473 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 150,547 2,707,671 SH   DFND   2,689,221 0 18,450
ROYAL GOLD INC COM 780287108 1,167 15,333 SH   DFND   15,333 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 1,211 21,700 SH   DFND   21,700 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 32,468 674,304 SH   DFND   674,304 0 0
SALIX PHARMACEUTICALS INC COM 795435106 90,367 732,608 SH   DFND   727,901 0 4,707
SANDISK CORP COM 80004C101 26,117 250,090 SH   DFND   250,090 0 0
SANGAMO BIOSCIENCES INC COM 800677106 5,380 352,335 SH   DFND   309,883 0 42,452
SBA COMMUNICATIONS CORP COM 78388J106 24,179 236,356 SH   DFND   236,356 0 0
SCHEIN HENRY INC COM 806407102 23,329 196,588 SH   DFND   196,588 0 0
SCHLUMBERGER LTD COM 806857108 31,447 266,617 SH   DFND   230,935 0 35,682
SCIENCE APPLICATNS INTL CP N COM 808625107 14,198 321,518 SH   DFND   321,518 0 0
SCORPIO TANKERS INC SHS Y7542C106 3,342 328,603 SH   DFND   328,603 0 0
SEMGROUP CORP CL A 81663A105 5,872 74,468 SH   DFND   74,468 0 0
SFX ENTMT INC COM 784178303 3,560 439,500 SH   DFND   439,500 0 0
SIGNET JEWELERS LIMITED SHS G81276100 12,321 111,599 SH   DFND   97,776 0 13,823
SILVER WHEATON CORP COM 828336107 1,743 66,348 SH   DFND   66,348 0 0
SIMON PPTY GROUP INC NEW COM 828806109 47,064 283,042 SH   DFND   283,042 0 0
SINA CORP ORD G81477104 37,836 760,211 SH   DFND   760,211 0 0
SINOVAC BIOTECH LTD SHS P8696W104 5,354 949,300 SH   DFND   949,300 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 25,975 315,000 SH   DFND   315,000 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 7,347 283,214 SH   DFND   283,214 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 20,756 442,000 SH   DFND   442,000 0 0
SL GREEN RLTY CORP COM 78440X101 15,678 143,298 SH   DFND   143,298 0 0
SMUCKER J M CO COM NEW 832696405 64,871 608,717 SH   DFND   603,681 0 5,036
SOLARWINDS INC COM 83416B109 30,791 796,460 SH   DFND   753,527 0 42,933
SOUFUN HLDGS LTD ADR 836034108 45,061 4,602,712 SH   DFND   4,091,448 0 511,264
SOUFUN HLDGS LTD DEBT 2.000%12/1 G8273WAA3 24,329 26,863,000 PRN   DFND   0 0 0
SOUTHWESTERN ENERGY CO COM 845467109 137,045 3,012,643 SH   DFND   2,903,748 0 108,895
SPDR S&P 500 ETF TR TR UNIT 78462F103 168,736 862,128 SH   DFND   862,128 0 0
STAPLES INC COM 855030102 17,325 1,598,242 SH   DFND   1,598,242 0 0
STARBUCKS CORP COM 855244109 2,756 35,616 SH   DFND   19,404 0 16,212
STATE STR CORP COM 857477103 3,053 45,395 SH   DFND   24,464 0 20,931
STILLWATER MNG CO COM 86074Q102 30,377 1,730,898 SH   DFND   1,730,898 0 0
SUN CMNTYS INC COM 866674104 17,423 349,578 SH   DFND   349,578 0 0
SUNCOR ENERGY INC NEW COM 867224107 361,881 8,486,750 SH   DFND   8,451,963 0 34,787
SUNPOWER CORP COM 867652406 11,078 270,333 SH   DFND   237,754 0 32,579
SYMANTEC CORP COM 871503108 159,745 6,975,758 SH   DFND   6,956,706 0 19,052
SYNOPSYS INC COM 871607107 6,333 163,125 SH   DFND   163,125 0 0
SYSCO CORP COM 871829107 691 18,460 SH   DFND   18,460 0 0
T-MOBILE US INC COM 872590104 73,898 2,198,030 SH   DFND   2,198,030 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 33,728 1,576,810 SH   DFND   0 0 1,576,810
TAL ED GROUP ADS REPSTG COM 874080104 34,047 1,238,079 SH   DFND   1,039,819 0 198,260
TANGER FACTORY OUTLET CTRS I COM 875465106 7,935 226,912 SH   DFND   226,912 0 0
TARGET CORP COM 87612E106 14,759 254,688 SH   DFND   254,688 0 0
TATA MTRS LTD SPONSORED ADR 876568502 125,196 3,205,211 SH   DFND   234,448 0 2,970,763
TAUBMAN CTRS INC COM 876664103 15,169 200,089 SH   DFND   200,089 0 0
TE CONNECTIVITY LTD REG SHS H84989104 65,315 1,056,187 SH   DFND   996,135 0 60,052
TEAM HEALTH HOLDINGS INC COM 87817A107 35,625 713,364 SH   DFND   713,364 0 0
TECHNE CORP COM 878377100 19,751 213,358 SH   DFND   188,072 0 25,286
TERADATA CORP DEL COM 88076W103 10,191 253,511 SH   DFND   253,511 0 0
TERADYNE INC COM 880770102 22,005 1,122,680 SH   DFND   1,122,680 0 0
TESLA MTRS INC NOTE 1.250% 3/0 88160RAC5 4,865 5,000,000 PRN   DFND   0 0 0
TESORO CORP COM 881609101 2,313 39,428 SH   DFND   39,428 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 26,072 497,361 SH   DFND   497,361 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 16,034 297,210 SH   DFND   260,585 0 36,625
TEXAS INSTRS INC COM 882508104 34,249 716,649 SH   DFND   633,905 0 82,744
TEXTRON INC COM 883203101 156,650 4,091,149 SH   DFND   4,041,597 0 49,552
THERMO FISHER SCIENTIFIC INC COM 883556102 5,374 45,542 SH   DFND   22,832 0 22,710
TIBCO SOFTWARE INC COM 88632Q103 5,435 269,442 SH   DFND   269,442 0 0
TIME INC NEW COM 887228104 7,980 329,476 SH   DFND   324,544 0 4,932
TIME WARNER CABLE INC COM 88732J207 1,649 11,197 SH   DFND   11,197 0 0
TIME WARNER INC COM NEW 887317303 200,489 2,853,933 SH   DFND   2,797,071 0 56,862
TIMKEN CO COM 887389104 19,295 284,426 SH   DFND   249,912 0 34,514
TJX COS INC NEW COM 872540109 10,150 190,973 SH   DFND   166,023 0 24,950
TORONTO DOMINION BK ONT COM NEW 891160509 5,971 115,981 SH   DFND   115,981 0 0
TRANSDIGM GROUP INC COM 893641100 47,589 284,524 SH   DFND   261,048 0 23,476
TRINSEO S A SHS L9340P101 643 30,900 SH   DFND   30,900 0 0
TRIPADVISOR INC COM 896945201 21,732 200,000 SH   DFND   200,000 0 0
TURQUOISE HILL RES LTD COM 900435108 244 73,050 SH   DFND   73,050 0 0
TUTOR PERINI CORP COM 901109108 6,883 216,863 SH   DFND   216,863 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 116,720 3,409,869 SH   DFND   2,589,497 0 820,372
TWITTER INC COM 90184L102 16,251 396,656 SH   DFND   364,231 0 32,425
TYCO INTERNATIONAL LTD SHS H89128104 26,088 572,101 SH   DFND   572,101 0 0
UBIQUITI NETWORKS INC COM 90347A100 8,963 198,336 SH   DFND   174,523 0 23,813
UBS AG SHS NEW H89231338 544,166 29,679,842 SH   DFND   20,524,344 0 9,155,498
ULTRA PETROLEUM CORP COM 903914109 19,011 640,325 SH   DFND   640,325 0 0
UNION PAC CORP COM 907818108 55,928 560,683 SH   DFND   539,585 0 21,098
UNITED CONTL HLDGS INC COM 910047109 9,895 240,936 SH   DFND   213,140 0 27,796
UNITED PARCEL SERVICE INC CL B 911312106 19,918 194,023 SH   DFND   194,023 0 0
UNITED TECHNOLOGIES CORP COM 913017109 5,495 47,598 SH   DFND   26,682 0 20,916
UNITEDHEALTH GROUP INC COM 91324P102 37,238 455,513 SH   DFND   455,513 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 5,221 162,648 SH   DFND   162,648 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 26,948 281,412 SH   DFND   281,412 0 0
URS CORP NEW COM 903236107 41,563 906,494 SH   DFND   906,494 0 0
US BANCORP DEL COM NEW 902973304 491,018 11,334,677 SH   DFND   11,189,976 0 144,701
VALEANT PHARMACEUTICALS INTL COM 91911K102 12,089 95,655 SH   DFND   85,097 0 10,558
VALERO ENERGY CORP NEW COM 91913Y100 13,041 260,301 SH   DFND   260,301 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 9,586 250,689 SH   DFND   250,689 0 0
VARIAN MED SYS INC COM 92220P105 32,357 389,185 SH   DFND   389,185 0 0
VCA INC COM 918194101 21,058 600,109 SH   DFND   600,109 0 0
VENTAS INC COM 92276F100 12,264 191,332 SH   DFND   191,332 0 0
VERISK ANALYTICS INC CL A 92345Y106 20,473 341,095 SH   DFND   341,095 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 74,567 1,523,958 SH   DFND   1,523,958 0 0
VIACOM INC NEW CL B 92553P201 149,702 1,726,072 SH   DFND   1,695,370 0 30,702
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 13,944 74,273 SH   DFND   72,973 0 1,300
VISA INC COM CL A 92826C839 9,464 44,915 SH   DFND   44,915 0 0
VITAMIN SHOPPE INC COM 92849E101 2,743 63,761 SH   DFND   63,761 0 0
VMWARE INC CL A COM 928563402 19,250 198,841 SH   DFND   175,228 0 23,613
VOYA FINL INC COM 929089100 5,074 139,636 SH   DFND   139,636 0 0
WAL-MART STORES INC COM 931142103 36,125 481,215 SH   DFND   452,955 0 28,260
WASHINGTON PRIME GROUP INC COM 939647103 2,366 126,276 SH   DFND   126,276 0 0
WASTE CONNECTIONS INC COM 941053100 5,964 122,838 SH   DFND   122,838 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 39,858 1,732,954 SH   DFND   1,732,954 0 0
WELLS FARGO & CO NEW COM 949746101 25,586 486,795 SH   DFND   486,795 0 0
WERNER ENTERPRISES INC COM 950755108 14,266 538,149 SH   DFND   472,917 0 65,232
WESCO INTL INC COM 95082P105 4,099 47,450 SH   DFND   47,450 0 0
WESTERN DIGITAL CORP COM 958102105 23,260 252,000 SH   DFND   252,000 0 0
WEYERHAEUSER CO COM 962166104 34,474 1,041,820 SH   DFND   918,797 0 123,023
WILLIAMS SONOMA INC COM 969904101 16,480 229,592 SH   DFND   229,592 0 0
WISDOMTREE INVTS INC COM 97717P104 4,055 328,070 SH   DFND   286,712 0 41,358
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 141,698 4,312,186 SH   DFND   4,187,370 0 124,816
XILINX INC COM 983919101 18,512 391,300 SH   DFND   391,300 0 0
XPO LOGISTICS INC COM 983793100 5,289 184,797 SH   DFND   184,797 0 0
YOU ON DEMAND HLDGS INC COM NEW 98741R207 1,943 722,172 SH   DFND   722,172 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 4,665 142,755 SH   DFND   142,755 0 0
YUM BRANDS INC COM 988498101 46,557 573,365 SH   DFND   573,365 0 0
YY INC ADS REPCOM CLA 98426T106 3,669 48,600 SH   DFND   48,600 0 0
ZIMMER HLDGS INC COM 98956P102 23,057 222,000 SH   DFND   222,000 0 0