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 71,923 2,568,685 SH   DFND 2 2,568,685 0 0
58 COM INC SPON ADR REP A 31680Q104 3,734 133,361 SH   DFND 1 133,361 0 0
ALLERGAN PLC SHS G0177J108 17,959 85,514 SH   DFND 2 85,514 0 0
ALPHABET INC CAP STK CL A 02079K305 56,897 71,799 SH   DFND 2 71,799 0 0
AMAZON COM INC COM 023135106 45,588 60,794 SH   DFND 2 60,794 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 8,988 192,501 SH   DFND 2 192,501 0 0
AMERICAN EXPRESS CO COM 025816109 21,183 285,952 SH   DFND 2 285,952 0 0
APOLLO ED GROUP INC CL A 037604105 8,059 814,003 SH   DFND 2 814,003 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 40,084 2,070,439 SH   DFND 2 2,070,439 0 0
APPLE INC COM 037833100 21,651 186,935 SH   DFND 2 186,935 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 885 163,824 SH   DFND 1 163,824 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 15,212 2,816,976 SH   DFND 2 2,816,976 0 0
BAIDU INC SPON ADR REP A 056752108 12,172 74,032 SH   DFND 1 74,032 0 0
BAIDU INC SPON ADR REP A 056752108 243,418 1,480,556 SH   DFND 2 1,480,556 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,630 10,000 SH   DFND 2 10,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 49,766 1,841,126 SH   DFND 2 1,841,126 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,673 65,030 SH   DFND 2 65,030 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 14,525 952,456 SH   DFND 2 952,456 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 47,393 164,604 SH   DFND 2 164,604 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 44,728 798,289 SH   DFND 2 798,289 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,279 40,683 SH   DFND 1 40,683 0 0
COLGATE PALMOLIVE CO COM 194162103 4,135 63,185 SH   DFND 2 63,185 0 0
COMCAST CORP NEW CL A 20030N101 23,852 345,434 SH   DFND 2 345,434 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 857 51,777 SH   DFND 1 51,777 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 15,155 915,708 SH   DFND 2 915,708 0 0
CREDICORP LTD COM G2519Y108 2,162 13,697 SH   DFND 1 13,697 0 0
CREDICORP LTD COM G2519Y108 38,759 245,530 SH   DFND 2 245,530 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 6,143 153,575 SH   DFND 1 153,575 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 118,208 2,955,199 SH   DFND 2 2,955,199 0 0
CVS HEALTH CORP COM 126650100 30,510 386,637 SH   DFND 2 386,637 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,006 61,117 SH   DFND 2 61,117 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 10,754 401,583 SH   DFND 2 401,583 0 0
DISNEY WALT CO COM DISNEY 254687106 16,242 155,840 SH   DFND 2 155,840 0 0
EMBOTELLADORA ANDINA S A SPON ADR A 29081P204 1,237 60,262 SH   DFND 2 60,262 0 0
FACEBOOK INC CL A 30303M102 47,041 408,873 SH   DFND 2 408,873 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 36,159 7,440,058 SH   DFND 2 7,440,058 0 0
HARLEY DAVIDSON INC COM 412822108 9,242 158,414 SH   DFND 2 158,414 0 0
INFOSYS LTD SPONSORED ADR 456788108 231 15,555 SH   DFND 2 15,555 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 511 49,703 SH   DFND 1 49,703 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 9,090 884,280 SH   DFND 2 884,280 0 0
JD COM INC SPON ADR CL A 47215P106 241,449 9,490,923 SH   DFND 2 9,490,923 0 0
JD COM INC SPON ADR CL A 47215P106 11,670 458,742 SH   DFND 1 458,742 0 0
JPMORGAN CHASE & CO COM 46625H100 21,375 247,711 SH   DFND 2 247,711 0 0
KKR & CO L P DEL COM UNITS 48248M102 42,847 2,784,112 SH   DFND 2 2,784,112 0 0
L BRANDS INC COM 501797104 17,135 260,258 SH   DFND 2 260,258 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 31,299 1,023,172 SH   DFND 2 1,023,172 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 3,582 169,219 SH   DFND 1 169,219 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 73,694 3,481,080 SH   DFND 2 3,481,080 0 0
MASTERCARD INCORPORATED CL A 57636Q104 24,737 239,581 SH   DFND 2 239,581 0 0
MELCO CROWN ENTMT LTD ADR 585464100 4,344 273,220 SH   DFND 1 273,220 0 0
MELCO CROWN ENTMT LTD ADR 585464100 81,205 5,107,218 SH   DFND 2 5,107,218 0 0
NETEASE INC SPONSORED ADR 64110W102 240 1,113 SH   DFND 1 1,113 0 0
NETEASE INC SPONSORED ADR 64110W102 3,849 17,874 SH   DFND 2 17,874 0 0
NIKE INC CL B 654106103 116,454 2,291,052 SH   DFND 2 2,291,052 0 0
NIKE INC CL B 654106103 5,573 109,644 SH   DFND 1 109,644 0 0
NXP SEMICONDUCTORS N V COM N6596X109 15,816 161,368 SH   DFND 2 161,368 0 0
PAYPAL HLDGS INC COM 70450Y103 20,855 528,376 SH   DFND 2 528,376 0 0
PHILIP MORRIS INTL INC COM 718172109 4,116 44,984 SH   DFND 1 44,984 0 0
PHILIP MORRIS INTL INC COM 718172109 95,984 1,049,123 SH   DFND 2 1,049,123 0 0
PRICELINE GRP INC COM NEW 741503403 35,955 24,525 SH   DFND 2 24,525 0 0
QUALCOMM INC COM 747525103 11,752 180,240 SH   DFND 2 180,240 0 0
RITE AID CORP COM 767754104 20,430 2,479,383 SH   DFND 2 2,479,383 0 0
S&P GLOBAL INC COM 78409V104 15,524 144,360 SH   DFND 2 144,360 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 18,245 468,409 SH   DFND 2 468,409 0 0
SIMON PPTY GROUP INC NEW COM 828806109 217 1,219 SH   DFND 2 1,219 0 0
SOHU COM INC COM 83408W103 1,241 36,630 SH   DFND 1 36,630 0 0
SOHU COM INC COM 83408W103 22,219 655,625 SH   DFND 2 655,625 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,245 112,863 SH   DFND 1 112,863 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 57,525 2,000,868 SH   DFND 2 2,000,868 0 0
TATA MTRS LTD SPONSORED ADR 876568502 6,966 202,573 SH   DFND 1 202,573 0 0
TATA MTRS LTD SPONSORED ADR 876568502 143,575 4,174,904 SH   DFND 2 4,174,904 0 0
TEMPUR SEALY INTL INC COM 88023U101 14,582 213,567 SH   DFND 2 213,567 0 0
TRIPADVISOR INC COM 896945201 14,193 306,078 SH   DFND 2 306,078 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,903 139,194 SH   DFND 2 139,194 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 21,640 794,113 SH   DFND 2 794,113 0 0
TWITTER INC COM 90184L102 3,751 230,119 SH   DFND 2 230,119 0 0
VISA INC COM CL A 92826C839 4,366 55,965 SH   DFND 1 55,965 0 0
VISA INC COM CL A 92826C839 98,570 1,263,397 SH   DFND 2 1,263,397 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 49,216 594,688 SH   DFND 2 594,688 0 0
YAHOO INC COM 984332106 2,392 61,856 SH   DFND 1 61,856 0 0
YAHOO INC COM 984332106 42,751 1,105,523 SH   DFND 2 1,105,523 0 0
YUM BRANDS INC COM 988498101 5,043 79,627 SH   DFND 1 79,627 0 0
YUM BRANDS INC COM 988498101 108,879 1,719,238 SH   DFND 2 1,719,238 0 0
YUM CHINA HLDGS INC COM 98850P109 96,378 3,689,815 SH   DFND 2 3,689,815 0 0
YUM CHINA HLDGS INC COM 98850P109 4,609 176,444 SH   DFND 1 176,444 0 0