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
58 COM INC SPON ADR REP A 31680Q104 39,523 829,280 SH   DFND 2 829,280 0 0
58 COM INC SPON ADR REP A 31680Q104 18,276 383,471 SH   DFND 1 383,471 0 0
ALLERGAN PLC SHS G0177J108 1,303 5,657 SH   DFND 1 5,657 0 0
ALLERGAN PLC SHS G0177J108 21,134 91,764 SH   DFND 2 91,764 0 0
ALPHABET INC CAP STK CL A 02079K305 3,125 3,886 SH   DFND 1 3,886 0 0
ALPHABET INC CAP STK CL A 02079K305 58,061 72,210 SH   DFND 2 72,210 0 0
AMAZON COM INC COM 023135106 2,743 3,276 SH   DFND 1 3,276 0 0
AMAZON COM INC COM 023135106 50,188 59,940 SH   DFND 2 59,940 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 995 27,180 SH   DFND 1 27,180 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 10,805 295,147 SH   DFND 2 295,147 0 0
AMERICAN EXPRESS CO COM 025816109 2,093 32,680 SH   DFND 1 32,680 0 0
AMERICAN EXPRESS CO COM 025816109 25,074 391,542 SH   DFND 2 391,542 0 0
APOLLO ED GROUP INC CL A 037604105 11,090 1,395,030 SH   DFND 2 1,395,030 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 42,643 2,374,342 SH   DFND 2 2,374,342 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 2,916 162,387 SH   DFND 1 162,387 0 0
APPLE INC COM 037833100 1,593 14,093 SH   DFND 1 14,093 0 0
APPLE INC COM 037833100 23,838 210,861 SH   DFND 2 210,861 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 10,639 2,018,691 SH   DFND 1 2,018,691 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 22,131 4,199,383 SH   DFND 2 4,199,383 0 0
BAIDU INC SPON ADR REP A 056752108 80,751 443,515 SH   DFND 1 443,515 0 0
BAIDU INC SPON ADR REP A 056752108 196,817 1,080,995 SH   DFND 2 1,080,995 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 177 19,545 SH   DFND 2 19,545 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,445 10,000 SH   DFND 2 10,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,028 79,418 SH   DFND 1 79,418 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 44,425 1,740,107 SH   DFND 2 1,740,107 0 0
CAPITAL ONE FINL CORP COM 14040H105 686 9,545 SH   DFND 1 9,545 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,508 76,688 SH   DFND 2 76,688 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 984 63,208 SH   DFND 1 63,208 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 12,876 827,002 SH   DFND 2 827,002 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,861 6,893 SH   DFND 1 6,893 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 43,502 161,136 SH   DFND 2 161,136 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 27,031 566,573 SH   DFND 1 566,573 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 67,405 1,412,801 SH   DFND 2 1,412,801 0 0
COMCAST CORP NEW CL A 20030N101 1,263 19,041 SH   DFND 1 19,041 0 0
COMCAST CORP NEW CL A 20030N101 19,712 297,134 SH   DFND 2 297,134 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 12,263 748,195 SH   DFND 1 748,195 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 27,684 1,689,081 SH   DFND 2 1,689,081 0 0
CREDICORP LTD COM G2519Y108 22,561 148,212 SH   DFND 1 148,212 0 0
CREDICORP LTD COM G2519Y108 46,937 308,348 SH   DFND 2 308,348 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 40,702 874,001 SH   DFND 1 874,001 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 98,215 2,108,977 SH   DFND 2 2,108,977 0 0
CVS HEALTH CORP COM 126650100 1,290 14,499 SH   DFND 1 14,499 0 0
CVS HEALTH CORP COM 126650100 15,006 168,625 SH   DFND 2 168,625 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 3,023 63,239 SH   DFND 2 63,239 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,187 30,150 SH   DFND 1 30,150 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 12,901 327,759 SH   DFND 2 327,759 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 782 29,732 SH   DFND 1 29,732 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 10,808 410,813 SH   DFND 2 410,813 0 0
DISNEY WALT CO COM DISNEY 254687106 699 7,530 SH   DFND 1 7,530 0 0
DISNEY WALT CO COM DISNEY 254687106 14,311 154,116 SH   DFND 2 154,116 0 0
EMBOTELLADORA ANDINA S A SPON ADR A 29081P204 1,285 60,262 SH   DFND 2 60,262 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,274 46,423 SH   DFND 2 46,423 0 0
FACEBOOK INC CL A 30303M102 1,332 10,386 SH   DFND 1 10,386 0 0
FACEBOOK INC CL A 30303M102 25,204 196,490 SH   DFND 2 196,490 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 32,590 6,597,124 SH   DFND 2 6,597,124 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 2,614 529,227 SH   DFND 1 529,227 0 0
HARLEY DAVIDSON INC COM 412822108 1,031 19,610 SH   DFND 1 19,610 0 0
HARLEY DAVIDSON INC COM 412822108 13,177 250,558 SH   DFND 2 250,558 0 0
INFOSYS LTD SPONSORED ADR 456788108 297 18,803 SH   DFND 2 18,803 0 0
JD COM INC SPON ADR CL A 47215P106 80,715 3,093,710 SH   DFND 1 3,093,710 0 0
JD COM INC SPON ADR CL A 47215P106 202,947 7,778,728 SH   DFND 2 7,778,728 0 0
JPMORGAN CHASE & CO COM 46625H100 13,444 201,889 SH   DFND 2 201,889 0 0
JPMORGAN CHASE & CO COM 46625H100 179 2,694 SH   DFND 1 2,694 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,693 71,717 SH   DFND 1 71,717 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 21,962 235,339 SH   DFND 2 235,339 0 0
KKR & CO L P DEL COM UNITS 48248M102 2,974 208,568 SH   DFND 1 208,568 0 0
KKR & CO L P DEL COM UNITS 48248M102 47,726 3,346,873 SH   DFND 2 3,346,873 0 0
L BRANDS INC COM 501797104 547 7,725 SH   DFND 1 7,725 0 0
L BRANDS INC COM 501797104 7,251 102,457 SH   DFND 2 102,457 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 69 2,493 SH   DFND 1 2,493 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 824 29,870 SH   DFND 2 29,870 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 22,753 811,154 SH   DFND 1 811,154 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 48,818 1,740,393 SH   DFND 2 1,740,393 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 1,954 57,169 SH   DFND 1 57,169 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 30,834 902,102 SH   DFND 2 902,102 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,482 14,560 SH   DFND 1 14,560 0 0
MASTERCARD INCORPORATED CL A 57636Q104 26,067 256,141 SH   DFND 2 256,141 0 0
MELCO CROWN ENTMT LTD ADR 585464100 68,071 4,225,398 SH   DFND 2 4,225,398 0 0
MELCO CROWN ENTMT LTD ADR 585464100 28,075 1,742,698 SH   DFND 1 1,742,698 0 0
NETEASE INC SPONSORED ADR 64110W102 22,401 93,035 SH   DFND 1 93,035 0 0
NETEASE INC SPONSORED ADR 64110W102 48,981 203,426 SH   DFND 2 203,426 0 0
PAYPAL HLDGS INC COM 70450Y103 1,376 33,574 SH   DFND 1 33,574 0 0
PAYPAL HLDGS INC COM 70450Y103 22,162 540,944 SH   DFND 2 540,944 0 0
PERRIGO CO PLC SHS G97822103 832 9,015 SH   DFND 1 9,015 0 0
PERRIGO CO PLC SHS G97822103 9,931 107,560 SH   DFND 2 107,560 0 0
PHILIP MORRIS INTL INC COM 718172109 16,488 169,594 SH   DFND 1 169,594 0 0
PHILIP MORRIS INTL INC COM 718172109 41,997 431,977 SH   DFND 2 431,977 0 0
PRICELINE GRP INC COM NEW 741503403 1,348 916 SH   DFND 1 916 0 0
PRICELINE GRP INC COM NEW 741503403 37,588 25,544 SH   DFND 2 25,544 0 0
QUALCOMM INC COM 747525103 14,406 210,305 SH   DFND 2 210,305 0 0
QUALCOMM INC COM 747525103 1,189 17,351 SH   DFND 1 17,351 0 0
RITE AID CORP COM 767754104 16,516 2,147,752 SH   DFND 2 2,147,752 0 0
S&P GLOBAL INC COM 78409V104 4,211 33,275 SH   DFND 2 33,275 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 1,165 30,032 SH   DFND 1 30,032 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 13,884 358,022 SH   DFND 2 358,022 0 0
SOHU COM INC COM 83408W103 15,399 347,999 SH   DFND 1 347,999 0 0
SOHU COM INC COM 83408W103 34,039 769,243 SH   DFND 2 769,243 0 0
SPIRIT AIRLS INC COM 848577102 662 15,554 SH   DFND 1 15,554 0 0
SPIRIT AIRLS INC COM 848577102 5,058 118,935 SH   DFND 2 118,935 0 0
STILLWATER MNG CO COM 86074Q102 246 18,397 SH   DFND 2 18,397 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 17,516 572,601 SH   DFND 1 572,601 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 36,547 1,194,746 SH   DFND 2 1,194,746 0 0
TATA MTRS LTD SPONSORED ADR 876568502 45,905 1,148,201 SH   DFND 1 1,148,201 0 0
TATA MTRS LTD SPONSORED ADR 876568502 116,921 2,924,496 SH   DFND 2 2,924,496 0 0
TEMPUR SEALY INTL INC COM 88023U101 14,764 260,211 SH   DFND 2 260,211 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,306 23,010 SH   DFND 1 23,010 0 0
TRIPADVISOR INC COM 896945201 19,273 305,051 SH   DFND 2 305,051 0 0
TRIPADVISOR INC COM 896945201 1,286 20,355 SH   DFND 1 20,355 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,371 139,194 SH   DFND 2 139,194 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,803 72,860 SH   DFND 1 72,860 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 21,391 864,647 SH   DFND 2 864,647 0 0
UNION PAC CORP COM 907818108 852 8,735 SH   DFND 1 8,735 0 0
UNION PAC CORP COM 907818108 11,282 115,674 SH   DFND 2 115,674 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 274 18,665 SH   DFND 2 18,665 0 0
VISA INC COM CL A 92826C839 28,842 348,753 SH   DFND 1 348,753 0 0
VISA INC COM CL A 92826C839 76,205 921,460 SH   DFND 2 921,460 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,003 24,842 SH   DFND 1 24,842 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 45,438 563,601 SH   DFND 2 563,601 0 0
YAHOO INC COM 984332106 15,504 359,719 SH   DFND 1 359,719 0 0
YAHOO INC COM 984332106 32,630 757,067 SH   DFND 2 757,067 0 0
YUM BRANDS INC COM 988498101 46,307 509,937 SH   DFND 2 509,937 0 0
YUM BRANDS INC COM 988498101 17,858 196,649 SH   DFND 1 196,649 0 0