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 9,149 207,421 SH   DFND 1 207,421 0 0
58 COM INC SPON ADR REP A 31680Q104 184,577 4,184,464 SH   DFND 2 4,184,464 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 78,189 554,924 SH   DFND 2 554,924 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,112 29,182 SH   DFND 1 29,182 0 0
ALLERGAN PLC SHS G0177J108 22,300 91,735 SH   DFND 2 91,735 0 0
ALPHABET INC CAP STK CL A 02079K305 67,315 72,407 SH   DFND 2 72,407 0 0
ALTICE USA INC CL A 02156K103 780 24,163 SH   DFND 2 24,163 0 0
AMAZON COM INC COM 023135106 57,339 59,235 SH   DFND 2 59,235 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 20,041 398,269 SH   DFND 2 398,269 0 0
AMERICAN EXPRESS CO COM 025816109 26,709 317,055 SH   DFND 2 317,055 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,558 16,479 SH   DFND 2 16,479 0 0
ANTHEM INC COM 036752103 18,344 97,507 SH   DFND 2 97,507 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 31,952 1,208,002 SH   DFND 2 1,208,002 0 0
APPLE INC COM 037833100 23,222 161,244 SH   DFND 2 161,244 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 309 41,477 SH   DFND 2 41,477 0 0
BAIDU INC SPON ADR REP A 056752108 227,112 1,269,777 SH   DFND 2 1,269,777 0 0
BAIDU INC SPON ADR REP A 056752108 11,220 62,728 SH   DFND 1 62,728 0 0
BANK AMER CORP COM 060505104 1,832 75,502 SH   DFND 2 75,502 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,694 10,000 SH   DFND 2 10,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 68,842 2,064,225 SH   DFND 2 2,064,225 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 14,270 798,106 SH   DFND 2 798,106 0 0
CAPITAL ONE FINL CORP COM 14040H105 9,224 111,646 SH   DFND 2 111,646 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 24,166 1,223,588 SH   DFND 2 1,223,588 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 51,586 153,141 SH   DFND 2 153,141 0 0
CITIGROUP INC COM NEW 172967424 7,968 119,134 SH   DFND 2 119,134 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 57,212 861,625 SH   DFND 2 861,625 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,993 45,081 SH   DFND 1 45,081 0 0
COMCAST CORP NEW CL A 20030N101 28,773 739,297 SH   DFND 2 739,297 0 0
CREDICORP LTD COM G2519Y108 34,757 193,749 SH   DFND 2 193,749 0 0
CREDICORP LTD COM G2519Y108 1,880 10,478 SH   DFND 1 10,478 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 96,487 1,791,441 SH   DFND 2 1,791,441 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,674 86,779 SH   DFND 1 86,779 0 0
CVS HEALTH CORP COM 126650100 39,591 492,062 SH   DFND 2 492,062 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,573 85,092 SH   DFND 2 85,092 0 0
DISCOVER FINL SVCS COM 254709108 7,264 116,806 SH   DFND 2 116,806 0 0
DISNEY WALT CO COM DISNEY 254687106 16,197 152,442 SH   DFND 2 152,442 0 0
DOLLAR GEN CORP NEW COM 256677105 1,249 17,325 SH   DFND 2 17,325 0 0
DOLLAR TREE INC COM 256746108 18,282 261,469 SH   DFND 2 261,469 0 0
DUNKIN BRANDS GROUP INC COM 265504100 4,779 86,704 SH   DFND 2 86,704 0 0
ETFS PALLADIUM TR SH BEN INT 26923A106 367 4,591 SH   DFND 2 4,591 0 0
FACEBOOK INC CL A 30303M102 63,899 423,226 SH   DFND 2 423,226 0 0
FIDELITY & GTY LIFE COM 315785105 22,007 708,756 SH   DFND 2 708,756 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 15,340 1,919,873 SH   DFND 2 1,919,873 0 0
GGP INC COM 36174X101 2,880 122,222 SH   DFND 2 122,222 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,526 63,539 SH   DFND 2 63,539 0 0
INFOSYS LTD SPONSORED ADR 456788108 289 19,269 SH   DFND 2 19,269 0 0
INVITATION HOMES INC COM 46187W107 7,194 332,576 SH   DFND 2 332,576 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 549 49,703 SH   DFND 1 49,703 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 10,108 914,777 SH   DFND 2 914,777 0 0
JD COM INC SPON ADR CL A 47215P106 342,122 8,723,150 SH   DFND 2 8,723,150 0 0
JD COM INC SPON ADR CL A 47215P106 16,012 408,265 SH   DFND 1 408,265 0 0
JOHNSON CTLS INTL PLC SHS G51502105 19,977 460,730 SH   DFND 2 460,730 0 0
JPMORGAN CHASE & CO COM 46625H100 15,424 168,752 SH   DFND 2 168,752 0 0
KITE RLTY GROUP TR COM NEW 49803T300 1,972 104,149 SH   DFND 2 104,149 0 0
KKR & CO L P DEL COM UNITS 48248M102 48,526 2,608,941 SH   DFND 2 2,608,941 0 0
L BRANDS INC COM 501797104 52,045 965,759 SH   DFND 2 965,759 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 35,522 1,105,930 SH   DFND 2 1,105,930 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 79,661 3,720,727 SH   DFND 2 3,720,727 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 3,692 172,459 SH   DFND 1 172,459 0 0
MACERICH CO COM 554382101 16,586 285,667 SH   DFND 2 285,667 0 0
MASTERCARD INCORPORATED CL A 57636Q104 27,973 230,325 SH   DFND 2 230,325 0 0
MCDONALDS CORP COM 580135101 1,530 9,992 SH   DFND 2 9,992 0 0
MCKESSON CORP COM 58155Q103 1,524 9,265 SH   DFND 2 9,265 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 94,291 4,200,042 SH   DFND 2 4,200,042 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 4,947 220,337 SH   DFND 1 220,337 0 0
NIKE INC CL B 654106103 149,358 2,531,495 SH   DFND 2 2,531,495 0 0
NIKE INC CL B 654106103 7,218 122,331 SH   DFND 1 122,331 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 2,771 96,722 SH   DFND 2 96,722 0 0
ORACLE CORP COM 68389X105 2,488 49,623 SH   DFND 2 49,623 0 0
PAYPAL HLDGS INC COM 70450Y103 13,090 243,893 SH   DFND 2 243,893 0 0
PHILIP MORRIS INTL INC COM 718172109 1,142 9,727 SH   DFND 1 9,727 0 0
PHILIP MORRIS INTL INC COM 718172109 29,908 254,641 SH   DFND 2 254,641 0 0
PRICELINE GRP INC COM NEW 741503403 40,313 21,552 SH   DFND 2 21,552 0 0
RITE AID CORP COM 767754104 9,563 3,241,597 SH   DFND 2 3,241,597 0 0
S&P GLOBAL INC COM 78409V104 5,343 36,599 SH   DFND 2 36,599 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 24,225 567,076 SH   DFND 2 567,076 0 0
SIMON PPTY GROUP INC NEW COM 828806109 20,740 128,215 SH   DFND 2 128,215 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 80,797 2,311,119 SH   DFND 2 2,311,119 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 4,359 124,674 SH   DFND 1 124,674 0 0
TATA MTRS LTD SPONSORED ADR 876568502 173,367 5,251,956 SH   DFND 2 5,251,956 0 0
TATA MTRS LTD SPONSORED ADR 876568502 8,018 242,891 SH   DFND 1 242,891 0 0
TAUBMAN CTRS INC COM 876664103 14,422 242,184 SH   DFND 2 242,184 0 0
TEMPUR SEALY INTL INC COM 88023U101 18,000 337,133 SH   DFND 2 337,133 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,013 17,269 SH   DFND 2 17,269 0 0
TRIPADVISOR INC COM 896945201 3,443 90,122 SH   DFND 2 90,122 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 4,985 175,901 SH   DFND 2 175,901 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 24,371 874,468 SH   DFND 2 874,468 0 0
TWITTER INC COM 90184L102 4,639 259,595 SH   DFND 2 259,595 0 0
URBAN OUTFITTERS INC COM 917047102 18,232 983,375 SH   DFND 2 983,375 0 0
VISA INC COM CL A 92826C839 124,405 1,326,567 SH   DFND 2 1,326,567 0 0
VISA INC COM CL A 92826C839 5,248 55,965 SH   DFND 1 55,965 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 58,264 744,021 SH   DFND 2 744,021 0 0
YUM BRANDS INC COM 988498101 153,637 2,082,934 SH   DFND 2 2,082,934 0 0
YUM BRANDS INC COM 988498101 6,366 86,301 SH   DFND 1 86,301 0 0
YUM CHINA HLDGS INC COM 98850P109 2,900 73,545 SH   DFND 1 73,545 0 0
YUM CHINA HLDGS INC COM 98850P109 58,434 1,481,958 SH   DFND 2 1,481,958 0 0