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 250,896 3,973,650 SH   DFND 2 3,973,650 0 0
58 COM INC SPON ADR REP A 31680Q104 12,676 200,753 SH   DFND 1 200,753 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 16,433 165,654 SH   DFND 2 165,654 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,518 20,368 SH   DFND 1 20,368 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 70,348 407,321 SH   DFND 2 407,321 0 0
ALLERGAN PLC SHS G0177J108 30,657 149,585 SH   DFND 2 149,585 0 0
ALPHABET INC CAP STK CL A 02079K305 71,669 73,603 SH   DFND 2 73,603 0 0
AMAZON COM INC COM 023135106 57,854 60,180 SH   DFND 2 60,180 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15,569 327,831 SH   DFND 2 327,831 0 0
AMERICAN EXPRESS CO COM 025816109 25,078 277,233 SH   DFND 2 277,233 0 0
ANTHEM INC COM 036752103 17,940 94,479 SH   DFND 2 94,479 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 20,889 693,988 SH   DFND 2 693,988 0 0
APPLE INC COM 037833100 24,094 156,332 SH   DFND 2 156,332 0 0
ARCONIC INC COM 03965L100 2,934 117,913 SH   DFND 2 117,913 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 417 41,477 SH   DFND 2 41,477 0 0
BAIDU INC SPON ADR REP A 056752108 11,469 46,305 SH   DFND 1 46,305 0 0
BAIDU INC SPON ADR REP A 056752108 215,581 870,367 SH   DFND 2 870,367 0 0
BANK AMER CORP COM 060505104 2,982 117,680 SH   DFND 2 117,680 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,833 10,000 SH   DFND 2 10,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 67,067 2,009,814 SH   DFND 2 2,009,814 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 15,004 798,106 SH   DFND 2 798,106 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,979 82,433 SH   DFND 2 82,433 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 21,551 913,163 SH   DFND 2 913,163 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 49,662 136,653 SH   DFND 2 136,653 0 0
CITIGROUP INC COM NEW 172967424 17,284 237,610 SH   DFND 2 237,610 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,270 45,081 SH   DFND 1 45,081 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 60,493 833,926 SH   DFND 2 833,926 0 0
COMCAST CORP NEW CL A 20030N101 37,130 964,918 SH   DFND 2 964,918 0 0
CREDICORP LTD COM G2519Y108 659 3,213 SH   DFND 1 3,213 0 0
CREDICORP LTD COM G2519Y108 12,094 58,989 SH   DFND 2 58,989 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,266 61,917 SH   DFND 1 61,917 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 59,156 1,121,649 SH   DFND 2 1,121,649 0 0
CVS HEALTH CORP COM 126650100 39,048 480,176 SH   DFND 2 480,176 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,293 151,238 SH   DFND 2 151,238 0 0
DENTSPLY SIRONA INC COM 24906P109 4,922 82,289 SH   DFND 2 82,289 0 0
DISCOVER FINL SVCS COM 254709108 12,381 192,017 SH   DFND 2 192,017 0 0
DISNEY WALT CO COM DISNEY 254687106 8,954 90,834 SH   DFND 2 90,834 0 0
DOLLAR TREE INC COM 256746108 15,915 183,307 SH   DFND 2 183,307 0 0
DUNKIN BRANDS GROUP INC COM 265504100 4,602 86,704 SH   DFND 2 86,704 0 0
EMBOTELLADORA ANDINA S A SPON ADR A 29081P204 209 8,567 SH   DFND 2 8,567 0 0
ETFS PALLADIUM TR SH BEN INT 26923A106 595 6,669 SH   DFND 2 6,669 0 0
FACEBOOK INC CL A 30303M102 67,177 393,147 SH   DFND 2 393,147 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 15,301 1,919,873 SH   DFND 2 1,919,873 0 0
GGP INC COM 36174X101 5,252 252,873 SH   DFND 2 252,873 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 11,775 122,189 SH   DFND 2 122,189 0 0
INFOSYS LTD SPONSORED ADR 456788108 415 28,441 SH   DFND 2 28,441 0 0
INVITATION HOMES INC COM 46187W107 7,533 332,576 SH   DFND 2 332,576 0 0
JD COM INC SPON ADR CL A 47215P106 15,740 412,051 SH   DFND 1 412,051 0 0
JD COM INC SPON ADR CL A 47215P106 324,232 8,487,759 SH   DFND 2 8,487,759 0 0
JOHNSON CTLS INTL PLC SHS G51502105 25,161 624,503 SH   DFND 2 624,503 0 0
JPMORGAN CHASE & CO COM 46625H100 15,898 166,455 SH   DFND 2 166,455 0 0
KIMCO RLTY CORP COM 49446R109 4,986 255,052 SH   DFND 2 255,052 0 0
KITE RLTY GROUP TR COM NEW 49803T300 5,662 279,618 SH   DFND 2 279,618 0 0
KKR & CO L P DEL COM UNITS 48248M102 58,523 2,878,659 SH   DFND 2 2,878,659 0 0
L BRANDS INC COM 501797104 68,083 1,636,229 SH   DFND 2 1,636,229 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 36,976 1,090,428 SH   DFND 2 1,090,428 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 2,818 120,959 SH   DFND 1 120,959 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 51,054 2,191,160 SH   DFND 2 2,191,160 0 0
MACERICH CO COM 554382101 15,971 290,545 SH   DFND 2 290,545 0 0
MASTERCARD INCORPORATED CL A 57636Q104 27,046 191,542 SH   DFND 2 191,542 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 5,563 230,654 SH   DFND 1 230,654 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 100,945 4,185,127 SH   DFND 2 4,185,127 0 0
NIKE INC CL B 654106103 6,990 134,805 SH   DFND 1 134,805 0 0
NIKE INC CL B 654106103 139,891 2,697,992 SH   DFND 2 2,697,992 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 2,076 64,666 SH   DFND 1 64,666 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 38,404 1,196,012 SH   DFND 2 1,196,012 0 0
ORACLE CORP COM 68389X105 18,062 373,568 SH   DFND 2 373,568 0 0
PRICELINE GRP INC COM NEW 741503403 43,846 23,949 SH   DFND 2 23,949 0 0
RITE AID CORP COM 767754104 6,596 3,365,199 SH   DFND 2 3,365,199 0 0
S&P GLOBAL INC COM 78409V104 5,721 36,599 SH   DFND 2 36,599 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 20,458 425,586 SH   DFND 2 425,586 0 0
SIMON PPTY GROUP INC NEW COM 828806109 33,087 205,496 SH   DFND 2 205,496 0 0
SPIRIT AIRLS INC COM 848577102 12,009 359,452 SH   DFND 2 359,452 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 8,415 224,106 SH   DFND 1 224,106 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 152,094 4,050,436 SH   DFND 2 4,050,436 0 0
TATA MTRS LTD SPONSORED ADR 876568502 9,444 302,008 SH   DFND 1 302,008 0 0
TATA MTRS LTD SPONSORED ADR 876568502 196,664 6,289,236 SH   DFND 2 6,289,236 0 0
TAUBMAN CTRS INC COM 876664103 15,785 317,606 SH   DFND 2 317,606 0 0
TRIPADVISOR INC COM 896945201 2,929 72,272 SH   DFND 2 72,272 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,685 101,799 SH   DFND 2 101,799 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 23,550 913,148 SH   DFND 2 913,148 0 0
TWITTER INC COM 90184L102 3,951 234,209 SH   DFND 2 234,209 0 0
URBAN OUTFITTERS INC COM 917047102 15,980 668,619 SH   DFND 2 668,619 0 0
VISA INC COM CL A 92826C839 6,092 57,889 SH   DFND 1 57,889 0 0
VISA INC COM CL A 92826C839 137,060 1,302,354 SH   DFND 2 1,302,354 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 57,516 744,834 SH   DFND 2 744,834 0 0
YUM BRANDS INC COM 988498101 6,972 94,715 SH   DFND 1 94,715 0 0
YUM BRANDS INC COM 988498101 157,688 2,142,209 SH   DFND 2 2,142,209 0 0
YUM CHINA HLDGS INC COM 98850P109 57,010 1,426,321 SH   DFND 2 1,426,321 0 0
YUM CHINA HLDGS INC COM 98850P109 2,991 74,835 SH   DFND 1 74,835 0 0