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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,134,952 6,941,847 SH   DFND   1,134,952 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,112 1,515,260 SH   DFND   8,112 0 0
BUNGE LIMITED COM G16962105 86,883 1,176,479 SH   DFND   86,883 0 0
PHILIP MORRIS INTL INC COM 718172109 46,831 398,581 SH   DFND   46,831 0 0
TIFFANY & CO NEW COM 886547108 31,346 333,685 SH   DFND   31,346 0 0
CRITEO S A SPONS ADS 226718104 30,399 627,983 SH   DFND   30,399 0 0
MONSANTO CO NEW COM 61166W101 15,663 132,525 SH   DFND   15,663 0 0
CONSTELLIUM NV CL A N22035104 10,332 1,513,802 SH   DFND   10,332 0 0
REYNOLDS AMERICAN INC COM 761713106 9,450 145,648 SH   DFND   9,450 0 0
COLGATE PALMOLIVE CO COM 194162103 6,408 86,238 SH   DFND   6,408 0 0
ATLANTICA YIELD PLC SHS G0751N103 6,360 301,991 SH   DFND   6,360 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 2,921 200,215 SH   DFND   2,921 0 0
JUNIPER NETWORKS INC COM 48203R104 2,725 97,840 SH   DFND   2,725 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 1,489 49,430 SH   DFND   1,489 0 0
ZOETIS INC CL A 98978V103 1,278 20,398 SH   DFND   1,278 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 369 12,881 SH   DFND   369 0 0