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 18,291 343,881 SH   DFND   343,881 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 43,303 3,821,975 SH   DFND   3,579,475 0 242,500
3M CO COM 88579Y101 24,655 225,473 SH   DFND   225,473 0 0
51JOB INC SP ADR REP COM 316827104 39,847 590,236 SH   DFND   471,636 0 118,600
ABBVIE INC COM 00287Y109 3,163 76,500 SH   DFND   0 0 76,500
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,209 16,795 SH   DFND   15,545 0 1,250
ACE LTD SHS H0023R105 84,483 944,158 SH   DFND   944,158 0 0
ACTAVIS INC COM 00507K103 25,047 198,442 SH   DFND   198,442 0 0
ACTIVISION BLIZZARD INC COM 00507V109 137,721 9,657,883 SH   DFND   9,657,883 0 0
ADMINISTRADORA FONDOS PENSIO SPONSORED ADR 00709P108 5,891 69,067 SH   DFND   69,067 0 0
ADTRAN INC COM 00738A106 5,698 231,524 SH   DFND   231,524 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,537 55,897 SH   DFND   55,897 0 0
AES CORP COM 00130H105 3,735 311,470 SH   DFND   0 0 311,470
AETNA INC NEW COM 00817Y108 60,350 949,800 SH   DFND   949,800 0 0
AFFILIATED MANAGERS GROUP COM 008252108 7,105 43,340 SH   DFND   43,340 0 0
AFLAC INC COM 001055102 3,833 65,950 SH   DFND   0 0 65,950
AIRMEDIA GROUP INC SPONSORED ADR 009411109 6,086 3,307,800 SH   DFND   2,067,200 0 1,240,600
ALBEMARLE CORP COM 012653101 11,751 188,650 SH   DFND   169,100 0 19,550
ALLERGAN INC COM 018490102 51,355 609,625 SH   DFND   609,625 0 0
ALLOT COMMUNICATIONS LTD SHS M0854Q105 1,148 83,727 SH   DFND   83,727 0 0
ALLSTATE CORP COM 020002101 14,653 304,500 SH   DFND   304,500 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 313 59,700 SH   DFND   0 0 59,700
ALTERA CORP COM 021441100 16,348 495,532 SH   DFND   495,532 0 0
ALTRIA GROUP INC COM 02209S103 42,984 1,228,461 SH   DFND   1,228,461 0 0
AMAZON COM INC COM 023135106 74,724 269,091 SH   DFND   269,091 0 0
AMBOW ED HLDG LTD ADR REPSTG CL A 02322P101 895 950,920 SH   DFND   950,920 0 0
AMDOCS LTD ORD G02602103 29,906 806,321 SH   DFND   806,321 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 25,500 1,172,398 SH   DFND   1,172,398 0 0
AMERICAN ELEC PWR INC COM 025537101 2,607 58,213 SH   DFND   1,573 0 56,640
AMERICAN EQTY INVT LIFE HLD COM 025676206 4,724 300,900 SH   DFND   300,900 0 0
AMERICAN EXPRESS CO COM 025816109 14,385 192,420 SH   DFND   186,020 0 6,400
AMERICAN INTL GROUP INC COM NEW 026874784 76,847 1,719,176 SH   DFND   1,623,196 0 95,980
AMERICAN TOWER CORP NEW COM 03027X100 13,862 189,453 SH   DFND   158,773 0 30,680
AMERIPRISE FINL INC COM 03076C106 12,305 152,140 SH   DFND   113,200 0 38,940
AMERISOURCEBERGEN CORP COM 03073E105 6,693 119,873 SH   DFND   119,873 0 0
AMETEK INC NEW COM 031100100 3,287 77,700 SH   DFND   77,700 0 0
AMGEN INC COM 031162100 191,321 1,939,191 SH   DFND   1,939,191 0 0
ANADARKO PETE CORP COM 032511107 245,142 2,852,814 SH   DFND   2,852,814 0 0
ANALOG DEVICES INC COM 032654105 7,483 166,059 SH   DFND   166,059 0 0
AON PLC SHS CL A G0408V102 81,921 1,273,058 SH   DFND   1,273,058 0 0
APACHE CORP COM 037411105 4,131 49,280 SH   DFND   0 0 49,280
APPLE INC COM 037833100 140,032 353,546 SH   DFND   346,926 0 6,620
ARIAD PHARMACEUTICALS INC COM 04033A100 1,264 72,260 SH   DFND   0 0 72,260
ARMSTRONG WORLD INDS INC NEW COM 04247X102 349 7,300 SH   DFND   0 0 7,300
ASANKO GOLD INC COM 04341Y105 7,669 3,584,800 SH   DFND   3,098,900 0 485,900
ASHLAND INC NEW COM 044209104 11,608 139,022 SH   DFND   106,582 0 32,440
ASIAINFO-LINKAGE INC COM 04518A104 80,798 7,001,562 SH   DFND   6,805,762 0 195,800
AT&T INC COM 00206R102 27,339 772,283 SH   DFND   707,153 0 65,130
ATMOS ENERGY CORP COM 049560105 14,670 357,270 SH   DFND   357,270 0 0
AUTONAVI HLDGS LTD SPONSORED ADR 05330F106 18,168 1,505,221 SH   DFND   1,316,121 0 189,100
AUTOZONE INC COM 053332102 67,290 158,820 SH   DFND   153,020 0 5,800
AVANIR PHARMACEUTICALS INC CL A NEW 05348P401 3,139 682,400 SH   DFND   682,400 0 0
AVNET INC COM 053807103 239 7,100 SH   DFND   0 0 7,100
BAIDU INC SPON ADR REP A 056752108 110,155 1,165,288 SH   DFND   1,135,688 0 29,600
BANK MONTREAL QUE COM 063671101 3,683 63,500 SH   DFND   0 0 63,500
BANK N S HALIFAX COM 064149107 1,715 32,080 SH   DFND   0 0 32,080
BANK NEW YORK MELLON CORP COM 064058100 16,793 598,678 SH   DFND   461,238 0 137,440
BANK OF AMERICA CORPORATION COM 060505104 12,351 960,449 SH   DFND   924,849 0 35,600
BARCLAYS PLC ADR 06738E204 12,018 702,000 SH   DFND   702,000 0 0
BARRICK GOLD CORP COM 067901108 237 15,000 SH   DFND   15,000 0 0
BAXTER INTL INC COM 071813109 27,701 399,900 SH   DFND   399,900 0 0
BAYTEX ENERGY CORP COM 07317Q105 490 13,600 SH   DFND   0 0 13,600
BB&T CORP COM 054937107 14,802 436,886 SH   DFND   436,886 0 0
BCE INC COM NEW 05534B760 9,948 242,628 SH   DFND   242,628 0 0
BEAM INC COM 073730103 32,978 522,544 SH   DFND   522,544 0 0
BELDEN INC COM 077454106 404 8,100 SH   DFND   0 0 8,100
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,700 77,730 SH   DFND   0 0 77,730
BIOGEN IDEC INC COM 09062X103 8,498 39,488 SH   DFND   39,488 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 13,328 238,902 SH   DFND   238,902 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 50,746 4,625,868 SH   DFND   3,994,898 0 630,970
BONA FILM GROUP LTD SPONSORED ADS 09777B107 1,967 496,772 SH   DFND   496,772 0 0
BORGWARNER INC COM 099724106 30,782 357,304 SH   DFND   357,304 0 0
BOSTON SCIENTIFIC CORP COM 101137107 804 86,700 SH   DFND   0 0 86,700
BROADSOFT INC COM 11133B409 1,966 71,214 SH   DFND   71,214 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,343 93,000 SH   DFND   0 0 93,000
BROOKFIELD OFFICE PPTYS INC COM 112900105 1,156 69,500 SH   DFND   0 0 69,500
BROWN FORMAN CORP CL B 115637209 12,314 182,300 SH   DFND   182,300 0 0
BRUNSWICK CORP COM 117043109 21,624 676,800 SH   DFND   676,800 0 0
BUNGE LIMITED COM G16962105 4,160 58,778 SH   DFND   58,778 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 11,487 793,298 SH   DFND   793,298 0 0
CALGON CARBON CORP COM 129603106 2,427 145,509 SH   DFND   145,509 0 0
CALLAWAY GOLF CO COM 131193104 102 15,500 SH   DFND   0 0 15,500
CALPINE CORP COM NEW 131347304 469 22,100 SH   DFND   0 0 22,100
CAMECO CORP COM 13321L108 1,073 52,000 SH   DFND   0 0 52,000
CAMELOT INFORMATION SYS INC ADS RP ORD SHS 13322V105 3,012 1,731,211 SH   DFND   1,731,211 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 52,963 865,981 SH   DFND   865,981 0 0
CAMPBELL SOUP CO COM 134429109 34,993 781,275 SH   DFND   781,275 0 0
CANADIAN NAT RES LTD COM 136385101 6,445 228,600 SH   DFND   179,900 0 48,700
CANADIAN NATL RY CO COM 136375102 3,671 37,700 SH   DFND   0 0 37,700
CANADIAN PAC RY LTD COM 13645T100 18,421 151,911 SH   DFND   151,911 0 0
CAPITAL ONE FINL CORP COM 14040H105 97,595 1,553,813 SH   DFND   1,484,023 0 69,790
CATAMARAN CORP COM 148887102 789 16,200 SH   DFND   0 0 16,200
CBS CORP NEW CL B 124857202 8,914 182,400 SH   DFND   182,400 0 0
CELGENE CORP COM 151020104 23,848 203,988 SH   DFND   203,988 0 0
CENOVUS ENERGY INC COM 15135U109 3,491 122,400 SH   DFND   0 0 122,400
CENTENE CORP DEL COM 15135B101 37,318 711,356 SH   DFND   711,356 0 0
CENTURYLINK INC COM 156700106 1,669 47,218 SH   DFND   285 0 46,933
CHANGYOU COM LTD ADS REP CL A 15911M107 25,829 848,521 SH   DFND   848,521 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 75,643 1,522,614 SH   DFND   1,522,614 0 0
CHEVRON CORP NEW COM 166764100 77,788 657,327 SH   DFND   580,067 0 77,260
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 6,503 109,000 SH   DFND   109,000 0 0
CHILDRENS PL RETAIL STORES I COM 168905107 14,989 273,528 SH   DFND   273,528 0 0
CHINA CORD BLOOD CORP SHS G21107100 53 18,300 SH   DFND   18,300 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 26,910 1,681,878 SH   DFND   1,557,978 0 123,900
CHINACACHE INTL HLDG LTD SPON ADR 16950M107 152 37,500 SH   DFND   37,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 21,344 58,580 SH   DFND   58,580 0 0
CHURCHILL DOWNS INC COM 171484108 7,559 95,866 SH   DFND   95,866 0 0
CIGNA CORPORATION COM 125509109 90,298 1,245,662 SH   DFND   1,245,662 0 0
CINEMARK HOLDINGS INC COM 17243V102 645 23,100 SH   DFND   0 0 23,100
CISCO SYS INC COM 17275R102 281,278 11,570,469 SH   DFND   11,263,929 0 306,540
CITIGROUP INC COM NEW 172967424 376,013 7,838,507 SH   DFND   7,669,697 0 168,810
CITRIX SYS INC COM 177376100 28,570 473,556 SH   DFND   470,956 0 2,600
CME GROUP INC COM 12572Q105 55,599 731,764 SH   DFND   731,764 0 0
CNINSURE INC SPONSORED ADR 18976M103 22,851 3,789,553 SH   DFND   3,578,953 0 210,600
COACH INC COM 189754104 474 8,300 SH   DFND   8,300 0 0
COBALT INTL ENERGY INC COM 19075F106 3,724 140,163 SH   DFND   140,163 0 0
COCA COLA CO COM 191216100 65,802 1,640,528 SH   DFND   1,640,528 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,010 32,100 SH   DFND   32,100 0 0
COLGATE PALMOLIVE CO COM 194162103 14,745 257,381 SH   DFND   257,381 0 0
COMCAST CORP NEW CL A 20030N101 145,396 3,471,731 SH   DFND   3,433,931 0 37,800
COMMERCIAL METALS CO COM 201723103 554 37,500 SH   DFND   37,500 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 319 6,800 SH   DFND   0 0 6,800
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 16,288 358,292 SH   DFND   358,292 0 0
COMPANHIA DE BEBIDAS DAS AME SPON ADR PFD 20441W203 139,345 3,730,800 SH   DFND   3,730,800 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 27,962 3,117,236 SH   DFND   3,117,236 0 0
CONCHO RES INC COM 20605P101 10,884 130,006 SH   DFND   130,006 0 0
CONTINENTAL RESOURCES INC COM 212015101 6,796 78,968 SH   DFND   74,268 0 4,700
COOPER COS INC COM NEW 216648402 12,917 108,502 SH   DFND   108,502 0 0
COPA HOLDINGS SA CL A P31076105 169,192 1,290,360 SH   DFND   1,290,360 0 0
CORNING INC COM 219350105 47,364 3,328,456 SH   DFND   3,328,456 0 0
COVANCE INC COM 222816100 36,767 482,888 SH   DFND   482,888 0 0
COVIDIEN PLC SHS G2554F113 102,230 1,626,823 SH   DFND   1,626,823 0 0
CREDICORP LTD COM G2519Y108 53,719 419,810 SH   DFND   419,810 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 10,470 395,697 SH   DFND   395,697 0 0
CROWN CASTLE INTL CORP COM 228227104 10,953 151,307 SH   DFND   151,307 0 0
CST BRANDS INC COM 12646R105 30,179 979,517 SH   DFND   979,517 0 0
CUBESMART COM 229663109 3,855 241,240 SH   DFND   241,240 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 7,659 158,575 SH   DFND   158,575 0 0
CUMMINS INC COM 231021106 40,013 368,923 SH   DFND   347,723 0 21,200
CVS CAREMARK CORPORATION COM 126650100 184,429 3,225,406 SH   DFND   3,126,636 0 98,770
CYTEC INDS INC COM 232820100 3,534 48,250 SH   DFND   48,250 0 0
DANAHER CORP DEL COM 235851102 57,391 906,658 SH   DFND   858,998 0 47,660
DARLING INTL INC COM 237266101 664 35,600 SH   DFND   0 0 35,600
DAVITA HEALTHCARE PARTNERS I COM 23918K108 9,373 77,588 SH   DFND   74,388 0 3,200
DECKERS OUTDOOR CORP COM 243537107 7,713 152,707 SH   DFND   152,707 0 0
DEERE & CO COM 244199105 24,375 300,000 SH   DFND   300,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 51,322 1,012,464 SH   DFND   974,864 0 37,600
DELTA AIR LINES INC DEL COM NEW 247361702 720 38,482 SH   DFND   182 0 38,300
DELUXE CORP COM 248019101 381 11,000 SH   DFND   0 0 11,000
DENBURY RES INC COM NEW 247916208 1,352 78,040 SH   DFND   0 0 78,040
DENTSPLY INTL INC NEW COM 249030107 6,815 166,382 SH   DFND   166,382 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 67,092 1,599,988 SH   DFND   1,599,988 0 0
DICKS SPORTING GOODS INC COM 253393102 6,203 123,904 SH   DFND   123,904 0 0
DIRECTV COM 25490A309 2,754 44,690 SH   DFND   0 0 44,690
DISNEY WALT CO COM DISNEY 254687106 75,888 1,201,708 SH   DFND   1,201,708 0 0
DOLLAR GEN CORP NEW COM 256677105 76,099 1,509,005 SH   DFND   1,509,005 0 0
DONALDSON INC COM 257651109 36,778 1,031,351 SH   DFND   1,031,351 0 0
DOW CHEM CO COM 260543103 222 6,900 SH   DFND   0 0 6,900
DR PEPPER SNAPPLE GROUP INC COM 26138E109 34,208 744,796 SH   DFND   744,796 0 0
DR REDDYS LABS LTD ADR 256135203 24,700 653,086 SH   DFND   653,086 0 0
DRESSER-RAND GROUP INC COM 261608103 38,725 645,630 SH   DFND   645,630 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 25,158 372,706 SH   DFND   372,706 0 0
E M C CORP MASS COM 268648102 29,470 1,247,678 SH   DFND   1,247,678 0 0
EAGLE MATERIALS INC COM 26969P108 13,294 200,600 SH   DFND   200,600 0 0
EASTMAN CHEM CO COM 277432100 24,071 343,820 SH   DFND   343,820 0 0
EATON CORP PLC SHS G29183103 17,620 267,740 SH   DFND   267,740 0 0
EBAY INC COM 278642103 90,225 1,744,495 SH   DFND   1,744,495 0 0
EDISON INTL COM 281020107 2,706 56,190 SH   DFND   0 0 56,190
ELDORADO GOLD CORP NEW COM 284902103 372 60,100 SH   DFND   60,100 0 0
ELECTRONIC ARTS INC COM 285512109 165,659 7,211,971 SH   DFND   7,211,971 0 0
ELIZABETH ARDEN INC COM 28660G106 26,151 580,233 SH   DFND   580,233 0 0
EMCOR GROUP INC COM 29084Q100 16,244 399,600 SH   DFND   399,600 0 0
EMERSON ELEC CO COM 291011104 25,604 469,448 SH   DFND   469,448 0 0
ENBRIDGE INC COM 29250N105 4,830 114,900 SH   DFND   0 0 114,900
ENDO HEALTH SOLUTIONS INC COM 29264F205 1,194 32,460 SH   DFND   0 0 32,460
ENDOLOGIX INC COM 29266S106 4,640 349,395 SH   DFND   349,395 0 0
ENERGIZER HLDGS INC COM 29266R108 25,901 257,697 SH   DFND   257,697 0 0
ENSCO PLC SHS CLASS A G3157S106 8,899 153,106 SH   DFND   153,106 0 0
EOG RES INC COM 26875P101 70,165 532,841 SH   DFND   532,841 0 0
EQT CORP COM 26884L109 29,716 374,400 SH   DFND   374,400 0 0
EQUIFAX INC COM 294429105 49,458 839,262 SH   DFND   839,262 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 9,382 129,789 SH   DFND   129,789 0 0
EXELON CORP COM 30161N101 6,798 220,148 SH   DFND   220,148 0 0
EXIDE TECHNOLOGIES COM NEW 302051206 5 37,400 SH   DFND   0 0 37,400
EXPRESS SCRIPTS HLDG CO COM 30219G108 158,106 2,562,910 SH   DFND   2,534,520 0 28,390
EXXON MOBIL CORP COM 30231G102 98,269 1,087,643 SH   DFND   1,008,043 0 79,600
F M C CORP COM NEW 302491303 9,467 155,039 SH   DFND   155,039 0 0
F5 NETWORKS INC COM 315616102 18,860 274,133 SH   DFND   274,133 0 0
FACEBOOK INC CL A 30303M102 67,510 2,715,622 SH   DFND   2,715,622 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 164 11,900 SH   DFND   0 0 11,900
FEDEX CORP COM 31428X106 45,020 456,689 SH   DFND   420,839 0 35,850
FIDELITY NATL INFORMATION SV COM 31620M106 1,803 42,081 SH   DFND   6,881 0 35,200
FINANCIAL ENGINES INC COM 317485100 10,670 234,047 SH   DFND   234,047 0 0
FIRST CASH FINL SVCS INC COM 31942D107 25,412 516,408 SH   DFND   516,408 0 0
FISERV INC COM 337738108 48,906 559,497 SH   DFND   559,497 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,667 45,100 SH   DFND   45,100 0 0
FLOTEK INDS INC DEL COM 343389102 2,033 113,300 SH   DFND   113,300 0 0
FMC TECHNOLOGIES INC COM 30249U101 3,972 71,331 SH   DFND   71,331 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 137,476 1,332,261 SH   DFND   1,332,261 0 0
FOOT LOCKER INC COM 344849104 1,654 47,090 SH   DFND   0 0 47,090
FORD MTR CO DEL COM PAR $0.01 345370860 1,299 84,000 SH   DFND   0 0 84,000
FOREST LABS INC COM 345838106 21,493 524,228 SH   DFND   524,228 0 0
FOREST OIL CORP COM PAR $0.01 346091705 44 10,700 SH   DFND   0 0 10,700
FORTINET INC COM 34959E109 9,566 546,600 SH   DFND   546,600 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 17,232 444,800 SH   DFND   444,800 0 0
FRANCO NEVADA CORP COM 351858105 2,359 65,900 SH   DFND   0 0 65,900
FRANKLIN RES INC COM 354613101 7,499 55,131 SH   DFND   55,131 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 443 16,047 SH   DFND   16,047 0 0
GAMESTOP CORP NEW CL A 36467W109 1,026 24,400 SH   DFND   0 0 24,400
GENERAL ELECTRIC CO COM 369604103 84,249 3,632,967 SH   DFND   3,451,927 0 181,040
GENERAL MLS INC COM 370334104 31,259 644,112 SH   DFND   644,112 0 0
GENERAL MTRS CO COM 37045V100 1,362 40,900 SH   DFND   0 0 40,900
GENUINE PARTS CO COM 372460105 11,750 150,511 SH   DFND   150,511 0 0
GILDAN ACTIVEWEAR INC COM 375916103 766 18,900 SH   DFND   0 0 18,900
GILEAD SCIENCES INC COM 375558103 155,837 3,043,106 SH   DFND   3,002,396 0 40,710
GNC HLDGS INC COM CL A 36191G107 42,632 964,301 SH   DFND   964,301 0 0
GOLDCORP INC NEW NOTE 2.000% 8/0 380956AB8 14,413 14,270,000 PRN   DFND   0 0 0
GOLDCORP INC NEW COM 380956409 14,551 585,896 SH   DFND   510,896 0 75,000
GOOGLE INC CL A 38259P508 276,276 313,818 SH   DFND   313,818 0 0
GRACE W R & CO DEL NEW COM 38388F108 227 2,700 SH   DFND   0 0 2,700
GRAINGER W W INC COM 384802104 22,974 91,100 SH   DFND   91,100 0 0
GRAN TIERRA ENERGY INC COM 38500T101 761 125,290 SH   DFND   0 0 125,290
GRAY TELEVISION INC COM 389375106 240 33,400 SH   DFND   0 0 33,400
GREENHILL & CO INC COM 395259104 9,834 215,000 SH   DFND   215,000 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 41,496 1,457,039 SH   DFND   1,457,039 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 1,517 51,800 SH   DFND   0 0 51,800
HALLIBURTON CO COM 406216101 123,793 2,967,233 SH   DFND   2,957,433 0 9,800
HARLEY DAVIDSON INC COM 412822108 54,728 998,315 SH   DFND   998,315 0 0
HASBRO INC COM 418056107 29,521 658,510 SH   DFND   658,510 0 0
HCA HOLDINGS INC COM 40412C101 2,021 56,050 SH   DFND   0 0 56,050
HDFC BANK LTD ADR REPS 3 SHS 40415F101 6,215 171,504 SH   DFND   171,504 0 0
HEICO CORP NEW COM 422806109 6,044 119,990 SH   DFND   119,990 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 9,276 402,616 SH   DFND   402,616 0 0
HELMERICH & PAYNE INC COM 423452101 16,515 264,450 SH   DFND   264,450 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 7,901 318,600 SH   DFND   312,000 0 6,600
HESS CORP COM 42809H107 41,865 629,649 SH   DFND   589,289 0 40,360
HEWLETT PACKARD CO COM 428236103 3,666 147,830 SH   DFND   0 0 147,830
HMS HLDGS CORP COM 40425J101 2,007 86,150 SH   DFND   86,150 0 0
HOLLYFRONTIER CORP COM 436106108 631 14,744 SH   DFND   0 0 14,744
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 26,171 2,108,892 SH   DFND   2,108,892 0 0
HOME DEPOT INC COM 437076102 49,031 632,909 SH   DFND   632,909 0 0
HONEYWELL INTL INC COM 438516106 28,716 361,937 SH   DFND   356,937 0 5,000
HUBBELL INC CL B 443510201 18,896 190,872 SH   DFND   190,872 0 0
HUMANA INC COM 444859102 9,415 111,580 SH   DFND   111,580 0 0
HUNTINGTON BANCSHARES INC COM 446150104 34,487 4,376,522 SH   DFND   4,296,322 0 80,200
ILLUMINA INC COM 452327109 21,891 292,500 SH   DFND   292,500 0 0
IMPERIAL OIL LTD COM NEW 453038408 21,284 557,507 SH   DFND   557,507 0 0
INGERSOLL-RAND PLC SHS G47791101 64,852 1,168,088 SH   DFND   1,125,688 0 42,400
INTEL CORP COM 458140100 22,944 947,318 SH   DFND   947,318 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 1,060 66,360 SH   DFND   0 0 66,360
INTERCONTINENTALEXCHANGE INC COM 45865V100 76,294 429,198 SH   DFND   429,198 0 0
INTERFACE INC COM 458665304 4,283 252,409 SH   DFND   252,409 0 0
INTERSIL CORP CL A 46069S109 122 15,600 SH   DFND   0 0 15,600
INTL PAPER CO COM 460146103 66,205 1,494,140 SH   DFND   1,494,140 0 0
INTUIT COM 461202103 11,773 192,900 SH   DFND   192,900 0 0
INVESCO LTD SHS G491BT108 9,581 301,300 SH   DFND   227,500 0 73,800
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 8,210 826,765 SH   DFND   826,765 0 0
ISHARES INC MSCI STH KOR CAP 464286772 13,555 254,800 SH   DFND   254,800 0 0
ISHARES INC MSCI STH AFRCA 464286780 2,781 47,732 SH   DFND   47,732 0 0
ISOFTSTONE HLDGS LTD SPONSORED ADS 46489B108 29,682 5,752,325 SH   DFND   5,752,325 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 175,784 13,605,600 SH   DFND   13,605,600 0 0
IXIA COM 45071R109 7,204 391,500 SH   DFND   391,500 0 0
JIAYUAN COM INTL LTD SPONSORED ADR 477374102 4,233 815,600 SH   DFND   575,100 0 240,500
JOHNSON & JOHNSON COM 478160104 342,380 3,987,649 SH   DFND   3,987,649 0 0
JOHNSON CTLS INC COM 478366107 6,825 190,708 SH   DFND   190,708 0 0
JPMORGAN CHASE & CO COM 46625H100 75,712 1,434,204 SH   DFND   1,256,054 0 178,150
JUNIPER NETWORKS INC COM 48203R104 26,016 1,347,286 SH   DFND   1,347,286 0 0
KBR INC COM 48242W106 7,842 241,300 SH   DFND   241,300 0 0
KELLOGG CO COM 487836108 68,153 1,061,085 SH   DFND   1,061,085 0 0
KIMBERLY CLARK CORP COM 494368103 17,452 179,658 SH   DFND   179,658 0 0
KLA-TENCOR CORP COM 482480100 29,055 521,359 SH   DFND   521,359 0 0
KODIAK OIL & GAS CORP COM 50015Q100 152 17,100 SH   DFND   0 0 17,100
KONGZHONG CORP SPONSORED ADR 50047P104 6,433 989,749 SH   DFND   583,449 0 406,300
KOSMOS ENERGY LTD SHS G5315B107 7,482 736,442 SH   DFND   736,442 0 0
L BRANDS INC COM 501797104 5,735 116,442 SH   DFND   116,442 0 0
LAM RESEARCH CORP COM 512807108 9,386 211,684 SH   DFND   211,684 0 0
LAUDER ESTEE COS INC CL A 518439104 28,049 426,476 SH   DFND   426,476 0 0
LEAR CORP COM NEW 521865204 11,941 197,500 SH   DFND   197,500 0 0
LENNAR CORP CL A 526057104 321 8,900 SH   DFND   0 0 8,900
LIBERTY GLOBAL PLC SHS CL A G5480U104 3,701 49,954 SH   DFND   49,954 0 0
LOWES COS INC COM 548661107 92,889 2,271,134 SH   DFND   2,181,904 0 89,230
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,354 80,800 SH   DFND   0 0 80,800
M & T BK CORP COM 55261F104 1,759 15,740 SH   DFND   0 0 15,740
MACYS INC COM 55616P104 1,839 38,320 SH   DFND   0 0 38,320
MAGNA INTL INC COM 559222401 2,121 29,800 SH   DFND   0 0 29,800
MANITOWOC INC COM 563571108 4,089 228,300 SH   DFND   228,300 0 0
MANULIFE FINL CORP COM 56501R106 12,356 772,100 SH   DFND   510,200 0 261,900
MARATHON OIL CORP COM 565849106 63,674 1,841,348 SH   DFND   1,763,308 0 78,040
MARATHON PETE CORP COM 56585A102 10,659 150,000 SH   DFND   150,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 23,793 596,020 SH   DFND   596,020 0 0
MARTIN MARIETTA MATLS INC COM 573284106 16,397 166,600 SH   DFND   166,600 0 0
MASCO CORP COM 574599106 19,959 1,024,052 SH   DFND   1,024,052 0 0
MASTEC INC COM 576323109 11,758 357,400 SH   DFND   357,400 0 0
MASTERCARD INC CL A 57636Q104 22,412 39,012 SH   DFND   39,012 0 0
MATTEL INC COM 577081102 39,178 864,655 SH   DFND   864,655 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 17,396 626,222 SH   DFND   626,222 0 0
MCDONALDS CORP COM 580135101 10,522 106,286 SH   DFND   106,286 0 0
MCKESSON CORP COM 58155Q103 151,737 1,325,211 SH   DFND   1,325,211 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 95,069 1,199,909 SH   DFND   1,199,909 0 0
MEADWESTVACO CORP COM 583334107 7,300 214,016 SH   DFND   214,016 0 0
MECOX LANE LIMITED SPON ADR REP 35 58403M201 534 241,855 SH   DFND   241,855 0 0
MEDNAX INC COM 58502B106 7,327 80,007 SH   DFND   80,007 0 0
MEDTRONIC INC COM 585055106 72,483 1,408,254 SH   DFND   1,408,254 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 5,355 108,316 SH   DFND   108,316 0 0
MERCADOLIBRE INC COM 58733R102 11,391 105,707 SH   DFND   105,707 0 0
MERCK & CO INC NEW COM 58933Y105 226,663 4,879,729 SH   DFND   4,711,179 0 168,550
MERITOR INC COM 59001K100 2,722 386,166 SH   DFND   386,166 0 0
METHANEX CORP COM 59151K108 2,682 62,611 SH   DFND   411 0 62,200
METLIFE INC COM 59156R108 58,720 1,283,219 SH   DFND   1,283,219 0 0
MICRON TECHNOLOGY INC COM 595112103 54,086 3,774,333 SH   DFND   3,747,233 0 27,100
MICROSOFT CORP COM 594918104 551,071 15,959,204 SH   DFND   15,959,204 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 199,805 5,335,242 SH   DFND   5,335,242 0 0
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 99,893 5,274,173 SH   DFND   5,274,173 0 0
MOLSON COORS BREWING CO CL B 60871R209 89,301 1,865,889 SH   DFND   1,865,889 0 0
MONDELEZ INTL INC CL A 609207105 32,429 1,136,657 SH   DFND   1,136,657 0 0
MONSANTO CO NEW COM 61166W101 28,199 285,415 SH   DFND   285,415 0 0
MONSTER BEVERAGE CORP COM 611740101 52,501 863,935 SH   DFND   863,935 0 0
MOODYS CORP COM 615369105 7,214 118,400 SH   DFND   118,400 0 0
MORGAN STANLEY COM NEW 617446448 129,049 5,282,380 SH   DFND   5,282,380 0 0
MOSAIC CO NEW COM 61945C103 42,169 783,662 SH   DFND   783,662 0 0
MOUNTAIN PROV DIAMONDS INC COM NEW 62426E402 1,520 304,400 SH   DFND   142,300 0 162,100
NASDAQ OMX GROUP INC COM 631103108 5,198 158,513 SH   DFND   113,083 0 45,430
NATIONAL OILWELL VARCO INC COM 637071101 36,988 536,836 SH   DFND   536,836 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 1,879 50,180 SH   DFND   0 0 50,180
NAVIOS MARITIME HOLDINGS INC COM Y62196103 109 19,400 SH   DFND   0 0 19,400
NAVISTAR INTL CORP NEW COM 63934E108 14,359 517,258 SH   DFND   517,258 0 0
NETAPP INC COM 64110D104 32,794 868,033 SH   DFND   868,033 0 0
NETEASE INC SPONSORED ADR 64110W102 70,414 1,114,670 SH   DFND   1,114,670 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 298,407 13,472,088 SH   DFND   13,230,688 0 241,400
NEWELL RUBBERMAID INC COM 651229106 554 21,100 SH   DFND   300 0 20,800
NEWMONT MINING CORP NOTE 1.250% 7/1 651639AH9 18,889 18,750,000 PRN   DFND   0 0 0
NEWS CORP CL B 65248E203 32,820 1,000,000 SH   DFND   1,000,000 0 0
NEWS CORP CL A 65248E104 58,536 1,795,580 SH   DFND   1,692,350 0 103,230
NEXSTAR BROADCASTING GROUP I CL A 65336K103 280 7,900 SH   DFND   0 0 7,900
NEXTERA ENERGY INC COM 65339F101 2,883 35,380 SH   DFND   0 0 35,380
NIELSEN HOLDINGS N V COM N63218106 77,457 2,305,947 SH   DFND   2,305,947 0 0
NIKE INC CL B 654106103 72,184 1,133,544 SH   DFND   1,133,544 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 18,933 503,800 SH   DFND   500,000 0 3,800
NORFOLK SOUTHERN CORP COM 655844108 55,251 760,509 SH   DFND   760,509 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 2,009 248,600 SH   DFND   248,600 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 73,318 3,988,983 SH   DFND   3,988,983 0 0
NV ENERGY INC COM 67073Y106 3,835 163,477 SH   DFND   163,477 0 0
NVIDIA CORP COM 67066G104 140,048 9,982,004 SH   DFND   9,880,494 0 101,510
NVR INC COM 62944T105 11,107 12,047 SH   DFND   12,047 0 0
NXP SEMICONDUCTORS N V COM N6596X109 14,114 455,584 SH   DFND   455,584 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 116,855 1,309,595 SH   DFND   1,251,525 0 58,070
OCEAN RIG UDW INC SHS Y64354205 6,524 348,300 SH   DFND   348,300 0 0
OIL STS INTL INC COM 678026105 222 2,400 SH   DFND   0 0 2,400
OMNICOM GROUP INC COM 681919106 42,733 679,712 SH   DFND   679,712 0 0
OMNOVA SOLUTIONS INC COM 682129101 207 25,900 SH   DFND   0 0 25,900
ON SEMICONDUCTOR CORP COM 682189105 534 66,140 SH   DFND   0 0 66,140
ONYX PHARMACEUTICALS INC COM 683399109 21,918 252,448 SH   DFND   224,878 0 27,570
OPEN TEXT CORP COM 683715106 1,839 26,900 SH   DFND   0 0 26,900
ORACLE CORP COM 68389X105 182,168 5,929,943 SH   DFND   5,929,943 0 0
PACTERA TECHNOLOGY INTL LTD SPONSORED ADR 695255109 19,894 2,947,330 SH   DFND   2,597,530 0 349,800
PARKER HANNIFIN CORP COM 701094104 6,686 70,084 SH   DFND   70,084 0 0
PARTNERRE LTD COM G6852T105 1,375 15,187 SH   DFND   15,187 0 0
PENTAIR LTD SHS H6169Q108 27,344 473,974 SH   DFND   473,183 0 791
PEPSICO INC COM 713448108 10,812 132,197 SH   DFND   132,197 0 0
PERFECT WORLD CO LTD SPON ADR REP B 71372U104 9,835 564,593 SH   DFND   339,118 0 225,475
PERRIGO CO COM 714290103 1,295 10,699 SH   DFND   10,699 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 8,499 76,800 SH   DFND   76,800 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 13,378 912,582 SH   DFND   912,582 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 19,976 1,488,502 SH   DFND   1,488,502 0 0
PFIZER INC COM 717081103 205,338 7,330,899 SH   DFND   7,165,185 0 165,714
PHILIP MORRIS INTL INC COM 718172109 37,973 438,383 SH   DFND   401,833 0 36,550
PIONEER NAT RES CO COM 723787107 14,070 97,200 SH   DFND   97,200 0 0
PLANET PAYMENT INC SHS U72603118 2,328 877,154 SH   DFND   877,154 0 0
PLATINUM GROUP METALS LTD COM NEW 72765Q205 12,448 14,229,878 SH   DFND   14,229,878 0 0
PNC FINL SVCS GROUP INC COM 693475105 3,233 44,341 SH   DFND   1,121 0 43,220
POLARIS INDS INC COM 731068102 16,901 177,900 SH   DFND   177,900 0 0
POLYPORE INTL INC COM 73179V103 6,579 163,251 SH   DFND   161,251 0 2,000
POTASH CORP SASK INC COM 73755L107 3,986 104,500 SH   DFND   0 0 104,500
PRAXAIR INC COM 74005P104 23,965 208,101 SH   DFND   208,101 0 0
PRECISION CASTPARTS CORP COM 740189105 4,741 20,977 SH   DFND   20,977 0 0
PRECISION DRILLING CORP COM 2010 74022D308 824 96,800 SH   DFND   0 0 96,800
PRICELINE COM INC COM NEW 741503403 8,467 10,237 SH   DFND   10,237 0 0
PRIMORIS SVCS CORP COM 74164F103 3,102 157,300 SH   DFND   157,300 0 0
PROASSURANCE CORP COM 74267C106 13,327 255,500 SH   DFND   255,500 0 0
PROCTER & GAMBLE CO COM 742718109 28,221 366,549 SH   DFND   329,749 0 36,800
PRUDENTIAL FINL INC COM 744320102 32,258 441,710 SH   DFND   400,000 0 41,710
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 12,133 262,800 SH   DFND   262,800 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 2,027 47,150 SH   DFND   0 0 47,150
REGAL BELOIT CORP COM 758750103 33,184 511,778 SH   DFND   511,778 0 0
REGIONS FINL CORP NEW COM 7591EP100 10,825 1,135,935 SH   DFND   1,104,935 0 31,000
REVLON INC CL A NEW 761525609 379 17,200 SH   DFND   17,200 0 0
REYNOLDS AMERICAN INC COM 761713106 11,355 234,753 SH   DFND   234,753 0 0
RIVERBED TECHNOLOGY INC COM 768573107 5,855 376,284 SH   DFND   376,284 0 0
ROCK-TENN CO CL A 772739207 1,802 18,040 SH   DFND   0 0 18,040
ROCKWELL AUTOMATION INC COM 773903109 9,137 109,902 SH   DFND   109,902 0 0
ROCKWELL COLLINS INC COM 774341101 10,359 163,365 SH   DFND   163,365 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 2,464 62,900 SH   DFND   0 0 62,900
ROWAN COMPANIES PLC SHS CL A G7665A101 9,284 272,501 SH   DFND   272,501 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 8,184 140,460 SH   DFND   0 0 140,460
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 12,354 193,632 SH   DFND   147,732 0 45,900
SAFEWAY INC COM NEW 786514208 10,931 462,009 SH   DFND   462,009 0 0
SALIX PHARMACEUTICALS INC COM 795435106 33,837 511,515 SH   DFND   511,515 0 0
SANDISK CORP COM 80004C101 21,385 350,000 SH   DFND   350,000 0 0
SANOFI SPONSORED ADR 80105N105 443 8,600 SH   DFND   0 0 8,600
SBA COMMUNICATIONS CORP COM 78388J106 34,817 469,737 SH   DFND   444,237 0 25,500
SCHEIN HENRY INC COM 806407102 28,812 300,912 SH   DFND   300,912 0 0
SCORPIO TANKERS INC SHS Y7542C106 5,039 561,167 SH   DFND   561,167 0 0
SERVICE CORP INTL COM 817565104 2,073 115,000 SH   DFND   0 0 115,000
SIGNET JEWELERS LIMITED SHS G81276100 129,350 1,893,692 SH   DFND   1,744,069 0 149,623
SIMON PPTY GROUP INC NEW COM 828806109 4,624 29,283 SH   DFND   29,283 0 0
SINA CORP ORD G81477104 175,281 3,145,190 SH   DFND   3,095,590 0 49,600
SINOVAC BIOTECH LTD SHS P8696W104 4,203 1,069,500 SH   DFND   1,069,500 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 23,361 354,600 SH   DFND   354,600 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 21,676 1,066,231 SH   DFND   1,066,231 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 60,551 2,766,135 SH   DFND   2,766,135 0 0
SMUCKER J M CO COM NEW 832696405 52,645 510,374 SH   DFND   510,374 0 0
SNAP ON INC COM 833034101 1,512 16,920 SH   DFND   0 0 16,920
SOHU COM INC COM 83408W103 16,532 268,292 SH   DFND   268,292 0 0
SOUFUN HLDGS LTD ADR 836034108 85,778 3,456,015 SH   DFND   3,099,515 0 356,500
SPREADTRUM COMMUNICATIONS IN ADR 849415203 53,161 2,025,194 SH   DFND   2,025,194 0 0
SPRINT NEXTEL CORP COM SER 1 852061100 5,980 851,869 SH   DFND   851,869 0 0
STANLEY BLACK & DECKER INC COM 854502101 56,211 727,183 SH   DFND   727,183 0 0
STAPLES INC COM 855030102 16,768 1,057,249 SH   DFND   1,057,249 0 0
STATE STR CORP COM 857477103 8,777 134,600 SH   DFND   134,600 0 0
STRYKER CORP COM 863667101 48,209 745,342 SH   DFND   745,342 0 0
SUN LIFE FINL INC COM 866796105 2,038 68,800 SH   DFND   0 0 68,800
SUNCOR ENERGY INC NEW COM 867224107 147,948 5,019,240 SH   DFND   4,916,968 0 102,272
SUNTRUST BKS INC COM 867914103 303 9,600 SH   DFND   0 0 9,600
SYMANTEC CORP COM 871503108 87,656 3,901,007 SH   DFND   3,793,077 0 107,930
SYNAGEVA BIOPHARMA CORP COM 87159A103 2,033 48,400 SH   DFND   48,400 0 0
SYNOPSYS INC COM 871607107 9,634 269,473 SH   DFND   269,473 0 0
TAHOE RES INC COM 873868103 376 26,500 SH   DFND   0 0 26,500
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 766 41,800 SH   DFND   0 0 41,800
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 18,000 1,202,373 SH   DFND   1,202,373 0 0
TAL ED GROUP ADS REPSTG COM 874080104 21,218 2,024,600 SH   DFND   2,024,600 0 0
TALISMAN ENERGY INC COM 87425E103 855 74,900 SH   DFND   0 0 74,900
TARGET CORP COM 87612E106 21,956 318,846 SH   DFND   315,846 0 3,000
TATA MTRS LTD SPONSORED ADR 876568502 3,382 144,300 SH   DFND   144,300 0 0
TE CONNECTIVITY LTD REG SHS H84989104 33,375 732,867 SH   DFND   732,867 0 0
TELUS CORP COM 87971M103 2,337 80,051 SH   DFND   3,951 0 76,100
TENET HEALTHCARE CORP COM NEW 88033G407 1,063 23,050 SH   DFND   0 0 23,050
TENNECO INC COM 880349105 335 7,400 SH   DFND   0 0 7,400
TERADATA CORP DEL COM 88076W103 5,569 110,879 SH   DFND   110,879 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 13,434 342,700 SH   DFND   342,700 0 0
TEXAS INSTRS INC COM 882508104 1,353 38,799 SH   DFND   38,799 0 0
TEXTRON INC COM 883203101 20,211 775,842 SH   DFND   770,442 0 5,400
THERMO FISHER SCIENTIFIC INC COM 883556102 2,432 28,740 SH   DFND   0 0 28,740
THOMPSON CREEK METALS CO INC COM 884768102 255 84,200 SH   DFND   0 0 84,200
THRESHOLD PHARMACEUTICAL INC COM NEW 885807206 367 69,800 SH   DFND   69,800 0 0
TIBCO SOFTWARE INC COM 88632Q103 4,669 218,167 SH   DFND   218,167 0 0
TIME WARNER CABLE INC COM 88732J207 85,277 758,157 SH   DFND   758,157 0 0
TIME WARNER INC COM NEW 887317303 95,190 1,646,319 SH   DFND   1,588,649 0 57,670
TORNIER N V SHS N87237108 4,889 279,370 SH   DFND   279,370 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 13,879 172,800 SH   DFND   53,600 0 119,200
TOWERS WATSON & CO CL A 891894107 77,227 942,482 SH   DFND   942,482 0 0
TRANSCANADA CORP COM 89353D107 2,932 68,100 SH   DFND   0 0 68,100
TRANSDIGM GROUP INC COM 893641100 13,027 83,099 SH   DFND   83,099 0 0
TRANSOCEAN LTD REG SHS H8817H100 285,474 5,932,411 SH   DFND   5,496,545 0 435,866
TRIPADVISOR INC COM 896945201 18,345 301,378 SH   DFND   301,378 0 0
TRIUMPH GROUP INC NEW COM 896818101 1,264 15,970 SH   DFND   0 0 15,970
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 239 3,600 SH   DFND   0 0 3,600
TURQUOISE HILL RES LTD COM 900435108 448 75,500 SH   DFND   75,500 0 0
TUTOR PERINI CORP COM 901109108 2,898 160,200 SH   DFND   160,200 0 0
TYCO INTERNATIONAL LTD SHS H89128104 47,472 1,440,733 SH   DFND   1,437,833 0 2,900
U S AIRWAYS GROUP INC COM 90341W108 218 13,300 SH   DFND   0 0 13,300
U S SILICA HLDGS INC COM 90346E103 3,815 183,600 SH   DFND   183,600 0 0
UBS AG SHS NEW H89231338 979,790 57,723,529 SH   DFND   55,370,278 0 2,353,251
UNION PAC CORP COM 907818108 46,086 298,714 SH   DFND   282,624 0 16,090
UNITED PARCEL SERVICE INC CL B 911312106 86,561 1,000,939 SH   DFND   1,000,939 0 0
UNITED TECHNOLOGIES CORP COM 913017109 8,740 94,036 SH   DFND   67,456 0 26,580
UNITEDHEALTH GROUP INC COM 91324P102 19,699 300,847 SH   DFND   300,847 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 7,041 250,482 SH   DFND   243,355 0 7,127
UNIVERSAL HLTH SVCS INC CL B 913903100 1,863 27,830 SH   DFND   0 0 27,830
US BANCORP DEL COM NEW 902973304 297,848 8,239,212 SH   DFND   8,239,212 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 26,743 310,214 SH   DFND   233,014 0 77,200
VALERO ENERGY CORP NEW COM 91913Y100 11,220 322,700 SH   DFND   311,000 0 11,700
VALIDUS HOLDINGS LTD COM SHS G9319H102 70,710 1,957,642 SH   DFND   1,957,642 0 0
VARIAN MED SYS INC COM 92220P105 37,275 552,625 SH   DFND   552,625 0 0
VCA ANTECH INC COM 918194101 9,750 373,699 SH   DFND   373,699 0 0
VERISK ANALYTICS INC CL A 92345Y106 11,818 197,956 SH   DFND   197,956 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 24,388 484,466 SH   DFND   484,466 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 24,352 304,900 SH   DFND   304,900 0 0
VIACOM INC NEW CL B 92553P201 144,401 2,121,991 SH   DFND   2,080,551 0 41,440
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 3,050 104,600 SH   DFND   104,600 0 0
VIROPHARMA INC COM 928241108 3,469 121,080 SH   DFND   121,080 0 0
VISA INC COM CL A 92826C839 9,350 51,161 SH   DFND   51,161 0 0
VITAMIN SHOPPE INC COM 92849E101 6,563 146,368 SH   DFND   146,368 0 0
VMWARE INC CL A COM 928563402 27,073 404,139 SH   DFND   404,139 0 0
WABTEC CORP COM 929740108 3,045 56,990 SH   DFND   56,990 0 0
WAL-MART STORES INC COM 931142103 104,166 1,398,395 SH   DFND   1,345,675 0 52,720
WALTER INVT MGMT CORP COM 93317W102 966 28,580 SH   DFND   0 0 28,580
WARNER CHILCOTT PLC IRELAND SHS A G94368100 1,241 62,400 SH   DFND   0 0 62,400
WELLS FARGO & CO NEW COM 949746101 42,306 1,025,097 SH   DFND   802,567 0 222,530
WESTERN DIGITAL CORP COM 958102105 14,281 230,000 SH   DFND   230,000 0 0
WEYERHAEUSER CO COM 962166104 22,518 790,400 SH   DFND   790,400 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 1,761 241,850 SH   DFND   241,850 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 134,823 6,420,139 SH   DFND   6,137,539 0 282,600
XILINX INC COM 983919101 21,177 534,635 SH   DFND   534,635 0 0
YANDEX N V SHS CLASS A N97284108 112,589 4,074,867 SH   DFND   3,849,267 0 225,600
YOU ON DEMAND HLDGS INC COM NEW 98741R207 1,867 1,159,402 SH   DFND   604,860 0 554,542
YOUKU TUDOU INC SPONSORED ADR 98742U100 10,412 542,594 SH   DFND   542,594 0 0
YUM BRANDS INC COM 988498101 12,173 175,560 SH   DFND   175,560 0 0
ZIMMER HLDGS INC COM 98956P102 14,988 200,000 SH   DFND   200,000 0 0
ZOETIS INC CL A 98978V103 15,094 488,651 SH   DFND   488,651 0 0