The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 13,044 73,000 SH   DFND 1 73,000 0 0
ABBOTT LABORATORIES COM 002824100 7,029 183,000 SH   DFND 1 183,000 0 0
ABBVIE INC COM 00287Y109 9,894 158,000 SH   DFND 1 158,000 0 0
ACCENTURE PLC CL A COM G1151C101 9,136 78,000 SH   DFND 1 78,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,561 154,000 SH   DFND 1 154,000 0 0
ACUITY BRANDS INC COM 00508Y102 1,224 5,300 SH   DFND 1 5,300 0 0
ADIENT PLC COM G0084W101 464 7,926 SH   DFND 1 7,926 0 0
ADOBE SYSTEMS INC COM 00724F101 7,515 73,000 SH   DFND 1 73,000 0 0
ADVANCED MICRO DEVICES COM 007903107 6,911 610,000 SH   DFND 1 610,000 0 0
AES CORP COM 00130H105 953 82,000 SH   DFND 1 82,000 0 0
AETNA INC COM 00817Y108 5,457 44,000 SH   DFND 1 44,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 1,017 7,000 SH   DFND 1 7,000 0 0
AFLAC INC COM 001055102 3,410 49,000 SH   DFND 1 49,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,914 42,000 SH   DFND 1 42,000 0 0
AIR PRODUCTS & CHEMICALS COM 009158106 4,027 28,000 SH   DFND 1 28,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,400 21,000 SH   DFND 1 21,000 0 0
ALBEMARLE CORP COM 012653101 1,206 14,000 SH   DFND 1 14,000 0 0
ALCOA CORP COM 013872106 515 18,333 SH   DFND 1 18,333 0 0
ALEXION PHARMACEUTICALS I COM 015351109 856 7,000 SH   DFND 1 7,000 0 0
ALIBABA GROUP HOLDING SP ADR 01609W102 45,978 523,723 SH   DFND 1 523,723 0 0
ALLERGAN PLC COM G0177J108 7,882 37,500 SH   DFND 1 37,500 0 0
ALLIANCE DATA SYSTEMS COR COM 018581108 1,691 7,400 SH   DFND 1 7,400 0 0
ALLSTATE CORP COM 020002101 3,410 46,000 SH   DFND 1 46,000 0 0
ALPHABET INC CL A COM 02079K305 28,534 36,000 SH   DFND 1 36,000 0 0
ALPHABET INC CL C COM 02079K107 27,642 35,800 SH   DFND 1 35,800 0 0
ALTRIA GROUP INC COM 02209S103 14,879 220,000 SH   DFND 1 220,000 0 0
AMAZON.COM INC COM 023135106 35,251 47,000 SH   DFND 1 47,000 0 0
AMBEV SA ADR ADR 02319V103 11,400 2,321,860 SH   DFND 1 2,321,860 0 0
AMERICAN ELECTRIC POWER COM 025537101 3,872 61,500 SH   DFND 1 61,500 0 0
AMERICAN EXPRESS CO COM 025816109 7,260 98,000 SH   DFND 1 98,000 0 0
AMERICAN INTERNATIONAL GR COM 026874784 9,275 142,000 SH   DFND 1 142,000 0 0
AMERICAN TOWER CORP COM 03027X100 5,707 54,000 SH   DFND 1 54,000 0 0
AMERICAN WATER WORKS CO I COM 030420103 1,592 22,000 SH   DFND 1 22,000 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 2,219 20,000 SH   DFND 1 20,000 0 0
AMGEN INC COM 031162100 12,430 85,000 SH   DFND 1 85,000 0 0
AMPHENOL CORP CL A COM 032095101 2,554 38,000 SH   DFND 1 38,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 4,811 69,000 SH   DFND 1 69,000 0 0
ANALOG DEVICES INC COM 032654105 2,832 39,000 SH   DFND 1 39,000 0 0
ANTHEM INC COM 036752103 2,876 20,000 SH   DFND 1 20,000 0 0
AON PLC COM G0408V102 3,681 33,000 SH   DFND 1 33,000 0 0
APACHE CORP COM 037411105 2,984 47,000 SH   DFND 1 47,000 0 0
APPLE INC COM 037833100 77,207 666,500 SH   DFND 1 666,500 0 0
APPLIED MATERIALS INC COM 038222105 4,356 135,000 SH   DFND 1 135,000 0 0
ARCH CAPITAL GROUP LTD COM G0450A105 1,251 14,500 SH   DFND 1 14,500 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,424 75,000 SH   DFND 1 75,000 0 0
ARCONIC INC COM 03965L100 1,020 55,000 SH   DFND 1 55,000 0 0
ARTHUR J GALLAGHER & CO COM 363576109 1,143 22,000 SH   DFND 1 22,000 0 0
AT&T INC COM 00206R102 32,543 765,000 SH   DFND 1 765,000 0 0
AUTODESK INC COM 052769106 2,072 28,000 SH   DFND 1 28,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103 8,531 83,000 SH   DFND 1 83,000 0 0
AUTOZONE INC COM 053332102 3,005 3,800 SH   DFND 1 3,800 0 0
AVERY DENNISON CORP COM 053611109 843 12,000 SH   DFND 1 12,000 0 0
BAIDU INC SPON ADR ADR 056752108 22,564 137,260 SH   DFND 1 137,260 0 0
BAKER HUGHES INC COM 057224107 3,576 55,000 SH   DFND 1 55,000 0 0
BANCO BRADESCO ADR ADR 059460303 21,326 2,448,427 SH   DFND 1 2,448,427 0 0
BANK OF AMERICA CORP COM 060505104 29,778 1,345,000 SH   DFND 1 1,345,000 0 0
BANK OF NEW YORK MELLON C COM 064058100 6,159 130,000 SH   DFND 1 130,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 3,060 69,000 SH   DFND 1 69,000 0 0
BB&T CORP COM 054937107 4,843 103,000 SH   DFND 1 103,000 0 0
BECTON DICKINSON AND CO COM 075887109 4,470 27,000 SH   DFND 1 27,000 0 0
BERKSHIRE HATHAWAY INC CL COM 084670702 37,497 230,000 SH   DFND 1 230,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 15,681 322,000 SH   DFND 1 322,000 0 0
BIOGEN INC COM 09062X103 7,941 28,000 SH   DFND 1 28,000 0 0
BIOMARIN PHARMACEUTICAL I COM 09061G101 1,657 20,000 SH   DFND 1 20,000 0 0
BLACKROCK INC COM 09247X101 5,826 15,300 SH   DFND 1 15,300 0 0
BOEING CO/THE COM 097023105 10,903 70,000 SH   DFND 1 70,000 0 0
BOSTON PROPERTIES INC COM 101121101 1,132 9,000 SH   DFND 1 9,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,591 166,000 SH   DFND 1 166,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 12,039 206,000 SH   DFND 1 206,000 0 0
BROADCOM LTD COM Y09827109 8,486 48,000 SH   DFND 1 48,000 0 0
BUNGE LTD COM G16962105 1,373 19,000 SH   DFND 1 19,000 0 0
CA INC COM 12673P105 1,175 37,000 SH   DFND 1 37,000 0 0
CAMPBELL SOUP CO COM 134429109 1,330 22,000 SH   DFND 1 22,000 0 0
CAPITAL ONE FINANCIAL COR COM 14040H105 4,973 57,000 SH   DFND 1 57,000 0 0
CARMAX INC COM 143130102 1,546 24,000 SH   DFND 1 24,000 0 0
CARNIVAL CORP COM 143658300 2,499 48,000 SH   DFND 1 48,000 0 0
CASEY S GENERAL STORES IN COM 147528103 3,328 28,000 SH   DFND 1 28,000 0 0
CATERPILLAR INC COM 149123101 6,677 72,000 SH   DFND 1 72,000 0 0
CBS CORP CLASS B NON VOTI COM 124857202 3,437 54,000 SH   DFND 1 54,000 0 0
CDK GLOBAL INC COM 12508E101 2,566 43,000 SH   DFND 1 43,000 0 0
CELGENE CORP COM 151020104 11,232 97,000 SH   DFND 1 97,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,331 54,000 SH   DFND 1 54,000 0 0
CF INDUSTRIES HOLDINGS IN COM 125269100 2,361 75,000 SH   DFND 1 75,000 0 0
CHARTER COMMUNICATIONS IN COM 16119P108 7,486 26,000 SH   DFND 1 26,000 0 0
CHENIERE ENERGY INC COM 16411R208 1,244 30,000 SH   DFND 1 30,000 0 0
CHEVRON CORP COM 166764100 33,450 284,000 SH   DFND 1 284,000 0 0
CHUBB LTD COM H1467J104 7,401 56,000 SH   DFND 1 56,000 0 0
CIGNA CORP COM 125509109 4,273 32,000 SH   DFND 1 32,000 0 0
CIMAREX ENERGY CO COM 171798101 1,631 12,000 SH   DFND 1 12,000 0 0
CINCINNATI FINANCIAL CORP COM 172062101 1,364 18,000 SH   DFND 1 18,000 0 0
CINTAS CORP COM 172908105 6,471 56,000 SH   DFND 1 56,000 0 0
CISCO SYSTEMS INC COM 17275R102 18,749 620,000 SH   DFND 1 620,000 0 0
CIT GROUP INC COM 125581801 1,067 25,000 SH   DFND 1 25,000 0 0
CITIGROUP INC COM 172967424 25,911 436,000 SH   DFND 1 436,000 0 0
CITIZENS FINANCIAL GROUP COM 174610105 5,594 157,000 SH   DFND 1 157,000 0 0
CITRIX SYSTEMS INC COM 177376100 7,054 79,000 SH   DFND 1 79,000 0 0
CME GROUP INC COM 12572Q105 8,305 72,000 SH   DFND 1 72,000 0 0
CME GROUP INC COM 12572Q105 6,921 60,000 SH   SOLE   60,000 0 0
COACH INC COM 189754104 1,226 35,000 SH   DFND 1 35,000 0 0
COCA COLA CO/THE COM 191216100 18,367 443,000 SH   DFND 1 443,000 0 0
COGNIZANT TECH SOLUTIONS COM 192446102 1,177 21,000 SH   DFND 1 21,000 0 0
COLGATE PALMOLIVE CO COM 194162103 7,264 111,000 SH   DFND 1 111,000 0 0
COMCAST CORP CLASS A COM 20030N101 23,024 333,000 SH   DFND 1 333,000 0 0
COMERICA INC COM 200340107 1,500 22,000 SH   DFND 1 22,000 0 0
COMMERCE BANCSHARES INC COM 200525103 694 12,000 SH   DFND 1 12,000 0 0
COMPUTER SCIENCES CORP COM 205363104 1,070 18,000 SH   DFND 1 18,000 0 0
CONAGRA BRANDS INC COM 205887102 2,136 54,000 SH   DFND 1 54,000 0 0
CONCHO RESOURCES INC COM 20605P101 3,579 27,000 SH   DFND 1 27,000 0 0
CONOCOPHILLIPS COM 20825C104 7,671 153,000 SH   DFND 1 153,000 0 0
CONSOLIDATED EDISON INC COM 209115104 2,726 37,000 SH   DFND 1 37,000 0 0
CONSTELLATION BRANDS INC COM 21036P108 5,982 39,000 SH   DFND 1 39,000 0 0
CORNING INC COM 219350105 3,398 140,000 SH   DFND 1 140,000 0 0
COSTCO WHOLESALE CORP COM 22160K105 8,325 52,000 SH   DFND 1 52,000 0 0
CR BARD INC COM 067383109 2,022 9,000 SH   DFND 1 9,000 0 0
CREDICORP LTD COM G2519Y108 14,866 94,223 SH   DFND 1 94,223 0 0
CROWN CASTLE INTL CORP COM 22822V101 3,558 41,000 SH   DFND 1 41,000 0 0
CSX CORP COM 126408103 8,551 238,000 SH   DFND 1 238,000 0 0
CTRIP.COM INTERNATIONAL A ADR 22943F100 11,610 290,317 SH   DFND 1 290,317 0 0
CUMMINS INC COM 231021106 4,102 30,000 SH   DFND 1 30,000 0 0
CVS HEALTH CORP COM 126650100 8,131 103,000 SH   DFND 1 103,000 0 0
DANAHER CORP COM 235851102 5,608 72,000 SH   DFND 1 72,000 0 0
DEERE & CO COM 244199105 5,255 51,000 SH   DFND 1 51,000 0 0
DELL TECHNOLOGIES INC CL COM 24703L103 1,532 27,865 SH   DFND 1 27,865 0 0
DEVON ENERGY CORP COM 25179M103 3,014 66,000 SH   DFND 1 66,000 0 0
DIGITAL REALTY TRUST INC COM 253868103 1,867 19,000 SH   DFND 1 19,000 0 0
DISCOVER FINANCIAL SERVIC COM 254709108 3,677 51,000 SH   DFND 1 51,000 0 0
DISH NETWORK CORP A COM 25470M109 1,564 27,000 SH   DFND 1 27,000 0 0
DOLLAR GENERAL CORP COM 256677105 2,444 33,000 SH   DFND 1 33,000 0 0
DOLLAR TREE INC COM 256746108 2,160 28,000 SH   DFND 1 28,000 0 0
DOMINION RESOURCES INC/VA COM 25746U109 5,821 76,000 SH   DFND 1 76,000 0 0
DOVER CORP COM 260003108 4,121 55,000 SH   DFND 1 55,000 0 0
DOW CHEMICAL CO/THE COM 260543103 11,787 206,000 SH   DFND 1 206,000 0 0
DTE ENERGY COMPANY COM 233331107 2,266 23,000 SH   DFND 1 23,000 0 0
DU PONT (E.I.) DE NEMOURS COM 263534109 10,570 144,000 SH   DFND 1 144,000 0 0
DUKE ENERGY CORP COM 26441C204 6,598 85,000 SH   DFND 1 85,000 0 0
DUN & BRADSTREET CORP COM 26483E100 1,577 13,000 SH   DFND 1 13,000 0 0
E TRADE FINANCIAL CORP COM 269246401 1,213 35,000 SH   DFND 1 35,000 0 0
EATON CORP PLC COM G29183103 3,825 57,000 SH   DFND 1 57,000 0 0
EBAY INC COM 278642103 3,682 124,000 SH   DFND 1 124,000 0 0
ECOLAB INC COM 278865100 3,868 33,000 SH   DFND 1 33,000 0 0
EDISON INTERNATIONAL COM 281020107 2,880 40,000 SH   DFND 1 40,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,312 14,000 SH   DFND 1 14,000 0 0
ELECTRONIC ARTS INC COM 285512109 8,112 103,000 SH   DFND 1 103,000 0 0
ELI LILLY & CO COM 532457108 5,150 70,000 SH   DFND 1 70,000 0 0
EMERSON ELECTRIC CO COM 291011104 4,293 77,000 SH   DFND 1 77,000 0 0
ENTERGY CORP COM 29364G103 1,690 23,000 SH   DFND 1 23,000 0 0
EOG RESOURCES INC COM 26875P101 9,503 94,000 SH   DFND 1 94,000 0 0
EQT CORP COM 26884L109 1,308 20,000 SH   DFND 1 20,000 0 0
EQUIFAX INC COM 294429105 4,373 37,000 SH   DFND 1 37,000 0 0
EQUINIX INC COM 29444U700 3,218 9,000 SH   DFND 1 9,000 0 0
EQUITY RESIDENTIAL COM 29476L107 2,639 41,000 SH   DFND 1 41,000 0 0
ESSEX PROPERTY TRUST INC COM 297178105 1,977 8,500 SH   DFND 1 8,500 0 0
EVEREST RE GROUP LTD COM G3223R108 1,191 5,500 SH   DFND 1 5,500 0 0
EVERSOURCE ENERGY COM 30040W108 2,209 40,000 SH   DFND 1 40,000 0 0
EXELON CORP COM 30161N101 3,904 110,000 SH   DFND 1 110,000 0 0
EXPRESS SCRIPTS HOLDING C COM 30219G108 2,958 43,000 SH   DFND 1 43,000 0 0
EXXON MOBIL CORP COM 30231G102 46,078 510,500 SH   DFND 1 510,500 0 0
FACEBOOK INC A COM 30303M102 32,236 280,000 SH   DFND 1 280,000 0 0
FEDEX CORP COM 31428X106 5,773 31,000 SH   DFND 1 31,000 0 0
FIBRIA CELULOSE SA SPON A ADR 31573A109 4,301 447,998 SH   DFND 1 447,998 0 0
FIDELITY NATIONAL INFO SE COM 31620M106 3,101 41,000 SH   DFND 1 41,000 0 0
FIFTH THIRD BANCORP COM 316773100 2,589 96,000 SH   DFND 1 96,000 0 0
FIRST REPUBLIC BANK/CA COM 33616C100 1,751 19,000 SH   DFND 1 19,000 0 0
FISERV INC COM 337738108 2,870 27,000 SH   DFND 1 27,000 0 0
FOMENTO ECONOMICO MEX SP ADR 344419106 8,505 111,608 SH   DFND 1 111,608 0 0
FOOT LOCKER INC COM 344849104 1,205 17,000 SH   DFND 1 17,000 0 0
FORD MOTOR CO COM 345370860 5,968 492,000 SH   DFND 1 492,000 0 0
FORTIVE CORP COM 34959J108 1,931 36,000 SH   DFND 1 36,000 0 0
FRANKLIN RESOURCES INC COM 354613101 1,821 46,000 SH   DFND 1 46,000 0 0
FREEPORT MCMORAN INC COM 35671D857 4,349 330,000 SH   DFND 1 330,000 0 0
GAP INC/THE COM 364760108 673 30,000 SH   DFND 1 30,000 0 0
GENERAL DYNAMICS CORP COM 369550108 8,635 50,000 SH   DFND 1 50,000 0 0
GENERAL ELECTRIC CO COM 369604103 34,793 1,100,000 SH   DFND 1 1,100,000 0 0
GENERAL GROWTH PROPERTIES COM 370023103 1,599 64,000 SH   DFND 1 64,000 0 0
GENERAL MILLS INC COM 370334104 4,571 74,000 SH   DFND 1 74,000 0 0
GENERAL MOTORS CO COM 37045V100 6,271 180,000 SH   DFND 1 180,000 0 0
GENUINE PARTS CO COM 372460105 1,720 18,000 SH   DFND 1 18,000 0 0
GILEAD SCIENCES INC COM 375558103 10,313 144,000 SH   DFND 1 144,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 11,980 50,000 SH   DFND 1 50,000 0 0
HALLIBURTON CO COM 406216101 7,086 131,000 SH   DFND 1 131,000 0 0
HARLEY DAVIDSON INC COM 412822108 1,342 23,000 SH   DFND 1 23,000 0 0
HARRIS CORP COM 413875105 1,640 16,000 SH   DFND 1 16,000 0 0
HARTFORD FINANCIAL SVCS G COM 416515104 3,574 75,000 SH   DFND 1 75,000 0 0
HASBRO INC COM 418056107 1,089 14,000 SH   DFND 1 14,000 0 0
HCA HOLDINGS INC COM 40412C101 2,665 36,000 SH   DFND 1 36,000 0 0
HCP INC COM 40414L109 1,696 57,000 SH   DFND 1 57,000 0 0
HENRY SCHEIN INC COM 806407102 1,517 10,000 SH   DFND 1 10,000 0 0
HESS CORP COM 42809H107 2,180 35,000 SH   DFND 1 35,000 0 0
HEWLETT PACKARD ENTERPRIS COM 42824C109 5,021 217,000 SH   DFND 1 217,000 0 0
HILTON WORLDWIDE HOLDINGS COM 43300A104 1,985 73,000 SH   DFND 1 73,000 0 0
HOLOGIC INC COM 436440101 1,405 35,000 SH   DFND 1 35,000 0 0
HOME DEPOT INC COM 437076102 13,413 100,000 SH   DFND 1 100,000 0 0
HONEYWELL INTERNATIONAL I COM 438516106 9,617 83,000 SH   DFND 1 83,000 0 0
HP INC COM 40434L105 3,146 212,000 SH   DFND 1 212,000 0 0
HUMANA INC COM 444859102 3,672 18,000 SH   DFND 1 18,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,783 135,000 SH   DFND 1 135,000 0 0
ILLINOIS TOOL WORKS COM 452308109 8,082 66,000 SH   DFND 1 66,000 0 0
ILLUMINA INC COM 452327109 2,304 18,000 SH   DFND 1 18,000 0 0
INGERSOLL RAND PLC COM G47791101 2,401 32,000 SH   DFND 1 32,000 0 0
INGEVITY CORP COM 45688C107 3,234 59,000 SH   DFND 1 59,000 0 0
INTEL CORP COM 458140100 21,484 592,000 SH   DFND 1 592,000 0 0
INTERCONTINENTAL EXCHANGE COM 45866F104 6,629 117,500 SH   DFND 1 117,500 0 0
INTERNATIONAL GAME TECHNO COM G4863A108 383 15,000 SH   DFND 1 15,000 0 0
INTERNATIONAL PAPER CO COM 460146103 2,759 52,000 SH   DFND 1 52,000 0 0
INTL BUSINESS MACHINES CO COM 459200101 19,753 119,000 SH   DFND 1 119,000 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 1,237 10,500 SH   DFND 1 10,500 0 0
INTUIT INC COM 461202103 3,438 30,000 SH   DFND 1 30,000 0 0
INTUITIVE SURGICAL INC COM 46120E602 1,714 2,700 SH   DFND 1 2,700 0 0
INVESCO LTD COM G491BT108 1,518 50,000 SH   DFND 1 50,000 0 0
IRON MOUNTAIN INC COM 46284V101 974 30,000 SH   DFND 1 30,000 0 0
ITAU UNIBANCO H SPON PRF ADR 465562106 23,970 2,331,742 SH   DFND 1 2,331,742 0 0
JD.COM INC ADR ADR 47215P106 9,614 378,046 SH   DFND 1 378,046 0 0
JD.COM INC ADR USD 0.0000 ADR 47215P106 386 15,159 SH   SOLE   15,159 0 0
JOHNSON & JOHNSON COM 478160104 35,379 307,000 SH   DFND 1 307,000 0 0
JOHNSON CONTROLS INTERNAT COM G51502105 4,778 116,000 SH   DFND 1 116,000 0 0
JPMORGAN CHASE & CO COM 46625H100 40,230 466,000 SH   DFND 1 466,000 0 0
JUNIPER NETWORKS INC COM 48203R104 1,328 47,000 SH   DFND 1 47,000 0 0
KANSAS CITY SOUTHERN COM 485170302 1,188 14,000 SH   DFND 1 14,000 0 0
KELLOGG CO COM 487836108 2,211 30,000 SH   DFND 1 30,000 0 0
KEYCORP COM 493267108 2,466 135,000 SH   DFND 1 135,000 0 0
KIMBERLY CLARK CORP COM 494368103 5,021 44,000 SH   DFND 1 44,000 0 0
KIMCO REALTY CORP COM 49446R109 1,259 50,000 SH   DFND 1 50,000 0 0
KINDER MORGAN INC COM 49456B101 4,869 235,000 SH   DFND 1 235,000 0 0
KLA TENCOR CORP COM 482480100 1,495 19,000 SH   DFND 1 19,000 0 0
KOHLS CORP COM 500255104 1,086 22,000 SH   DFND 1 22,000 0 0
KRAFT HEINZ CO/THE COM 500754106 6,463 74,000 SH   DFND 1 74,000 0 0
KROGER CO COM 501044101 3,935 114,000 SH   DFND 1 114,000 0 0
L BRANDS INC COM 501797104 1,844 28,000 SH   DFND 1 28,000 0 0
LABORATORY CRP OF AMER HL COM 50540R409 1,669 13,000 SH   DFND 1 13,000 0 0
LAM RESEARCH CORP COM 512807108 2,115 20,000 SH   DFND 1 20,000 0 0
LAMB WESTON HOLDINGS INC COM 513272104 681 18,000 SH   DFND 1 18,000 0 0
LAS VEGAS SANDS CORP COM 517834107 4,859 91,000 SH   DFND 1 91,000 0 0
LEAR CORP COM 521865204 1,192 9,000 SH   DFND 1 9,000 0 0
LEIDOS HOLDINGS INC COM 525327102 2,334 45,634 SH   DFND 1 45,634 0 0
LIBERTY GLOBAL PLC SERIES COM G5480U120 2,317 78,000 SH   DFND 1 78,000 0 0
LINCOLN NATIONAL CORP COM 534187109 3,446 52,000 SH   DFND 1 52,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 1,933 31,000 SH   DFND 1 31,000 0 0
LKQ CORP COM 501889208 1,073 35,000 SH   DFND 1 35,000 0 0
LOCKHEED MARTIN CORP COM 539830109 9,255 37,000 SH   DFND 1 37,000 0 0
LOEWS CORP COM 540424108 1,546 33,000 SH   DFND 1 33,000 0 0
LOXO ONCOLOGY INC COM 548862101 245 7,624 SH   DFND 1 7,624 0 0
LYONDELLBASELL INDU CL A COM N53745100 3,774 44,000 SH   DFND 1 44,000 0 0
M & T BANK CORP COM 55261F104 2,973 19,000 SH   DFND 1 19,000 0 0
MACY S INC COM 55616P104 1,361 38,000 SH   DFND 1 38,000 0 0
MANPOWERGROUP INC COM 56418H100 3,466 39,000 SH   DFND 1 39,000 0 0
MARATHON OIL CORP COM 565849106 1,869 108,000 SH   DFND 1 108,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 3,374 67,000 SH   DFND 1 67,000 0 0
MARRIOTT INTERNATIONAL C COM 571903202 3,554 43,000 SH   DFND 1 43,000 0 0
MARSH & MCLENNAN COS COM 571748102 4,393 65,000 SH   DFND 1 65,000 0 0
MARTIN MARIETTA MATERIALS COM 573284106 1,883 8,500 SH   DFND 1 8,500 0 0
MASTERCARD INC A COM 57636Q104 15,905 154,000 SH   DFND 1 154,000 0 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 1,350 35,000 SH   DFND 1 35,000 0 0
MCDONALD S CORP COM 580135101 12,661 104,000 SH   DFND 1 104,000 0 0
MCKESSON CORP COM 58155Q103 2,809 20,000 SH   DFND 1 20,000 0 0
MDU RESOURCES GROUP INC COM 552690109 719 25,000 SH   DFND 1 25,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 1,627 23,000 SH   DFND 1 23,000 0 0
MEDTRONIC PLC COM G5960L103 7,268 102,000 SH   DFND 1 102,000 0 0
MERCK & CO. INC. COM 58933Y105 19,957 339,000 SH   DFND 1 339,000 0 0
METLIFE INC COM 59156R108 7,383 137,000 SH   DFND 1 137,000 0 0
METTLER TOLEDO INTERNATIO COM 592688105 2,512 6,000 SH   DFND 1 6,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,672 58,000 SH   DFND 1 58,000 0 0
MICRON TECHNOLOGY INC COM 595112103 16,440 750,000 SH   DFND 1 750,000 0 0
MICROSOFT CORP COM 594918104 58,101 935,000 SH   DFND 1 935,000 0 0
MITEL NETWORKS CORP COMMO COM 60671Q104 141 20,686 SH   SOLE   20,686 0 0
MOHAWK INDUSTRIES INC COM 608190104 1,598 8,000 SH   DFND 1 8,000 0 0
MOLSON COORS BREWING CO COM 60871R209 1,946 20,000 SH   DFND 1 20,000 0 0
MONDELEZ INTERNATIONAL IN COM 609207105 8,556 193,000 SH   DFND 1 193,000 0 0
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