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
ABBVIE INC COM 00287Y109 826 9,295 SH   DFND   9,295 0 0
ABBVIE INC COM 00287Y109 1,172,475 13,194,629 SH   DFND 1 13,194,629 0 0
AETNA INC NEW COM 00817Y108 4,581 28,810 SH   DFND 1 28,810 0 0
AIR PRODS & CHEMS INC COM 009158106 294,768 1,949,269 SH   DFND 1 1,949,269 0 0
AIR PRODS & CHEMS INC COM 009158106 120 794 SH   DFND   794 0 0
ALCOA CORP COM 013872106 91,550 1,963,751 SH   DFND 1 1,963,751 0 0
ALPHABET INC CAP STK CL C 02079K107 196 204 SH   DFND   204 0 0
ALPHABET INC CAP STK CL C 02079K107 390,719 407,377 SH   DFND 1 407,377 0 0
AMAZON COM INC COM 023135106 95,256 99,086 SH   DFND 1 99,086 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 314 5,107 SH   DFND   5,107 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 389,796 6,349,510 SH   DFND 1 6,349,510 0 0
AMGEN INC COM 031162100 216 1,158 SH   DFND   1,158 0 0
AMGEN INC COM 031162100 55,717 298,829 SH   DFND 1 298,829 0 0
ANTHEM INC COM 036752103 551,601 2,904,999 SH   DFND 1 2,904,999 0 0
APACHE CORP COM 037411105 212 4,633 SH   DFND   4,633 0 0
APACHE CORP COM 037411105 633,404 13,829,772 SH   DFND 1 13,829,772 0 0
ARCONIC INC COM 03965L100 664,279 26,699,300 SH   DFND 1 26,699,300 0 0
ARCONIC INC COM 03965L100 6,141 236,435 SH   DFND   236,435 0 0
AUTONATION INC COM 05329W102 31,067 654,588 SH   DFND 1 654,588 0 0
BAIDU INC SPON ADR REP A 056752108 741,135 2,992,188 SH   DFND 1 2,992,188 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 366 8,002 SH   DFND   8,002 0 0
BARRICK GOLD CORP COM 067901108 161 9,982 SH   DFND   9,982 0 0
BARRICK GOLD CORP COM 067901108 34,251 2,128,692 SH   DFND 1 2,128,692 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 328,769 1,793,418 SH   DFND 1 1,793,418 0 0
BP PLC SPONSORED ADR 055622104 54,309 1,413,180 SH   DFND 1 1,413,180 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 593 9,297 SH   DFND   9,297 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 335,063 5,256,707 SH   DFND 1 5,256,707 0 0
CDK GLOBAL INC COM 12508E101 176,457 2,796,912 SH   DFND 1 2,796,912 0 0
CELGENE CORP COM 151020104 4,355 29,863 SH   DFND 1 29,863 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 78 4,340 SH   DFND   4,340 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 16,626 925,196 SH   DFND 1 925,196 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 8,671 218,918 SH   DFND 1 218,918 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,084,360 2,983,765 SH   DFND 1 2,983,765 0 0
CITIGROUP INC COM NEW 172967424 25,684 353,095 SH   DFND 1 353,095 0 0
CNH INDL N V SHS N20944109 3,515 345,921 SH   DFND 1 345,921 0 0
COPA HOLDINGS SA CL A P31076105 100,068 803,562 SH   DFND 1 803,562 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 358,143 4,638,554 SH   DFND 1 4,638,554 0 0
DXC TECHNOLOGY CO COM 23355L106 150 1,742 SH   DFND   1,742 0 0
DXC TECHNOLOGY CO COM 23355L106 334,422 3,894,067 SH   DFND 1 3,894,067 0 0
ENSCO PLC SHS CLASS A G3157S106 239 39,992 SH   DFND 1 39,992 0 0
FACEBOOK INC CL A 30303M102 65 378 SH   DFND   378 0 0
FACEBOOK INC CL A 30303M102 89,792 525,498 SH   DFND 1 525,498 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 235,093 4,953,503 SH   DFND 1 4,953,503 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 32,296 1,428,415 SH   DFND 1 1,428,415 0 0
HONDA MOTOR LTD AMERN SHS 438128308 31 1,041 SH   DFND   1,041 0 0
HONDA MOTOR LTD AMERN SHS 438128308 17,018 575,695 SH   DFND 1 575,695 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 88,991 6,495,671 SH   DFND 1 6,495,671 0 0
JD COM INC SPON ADR CL A 47215P106 808,915 21,175,798 SH   DFND 1 21,175,798 0 0
JD COM INC SPON ADR CL A 47215P106 250 6,533 SH   DFND   6,533 0 0
JPMORGAN CHASE & CO COM 46625H100 36,005 376,978 SH   DFND 1 376,978 0 0
JPMORGAN CHASE & CO COM 46625H100 153 1,605 SH   DFND   1,605 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 16,886 344,392 SH   DFND 1 344,392 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 189 3,855 SH   DFND   3,855 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 224 13,371 SH   DFND   13,371 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 22,989 1,371,631 SH   DFND 1 1,371,631 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 4,814 358,692 SH   DFND 1 358,692 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 265 11,159 SH   DFND 1 11,159 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 10,851 465,695 SH   DFND 1 465,695 0 0
MERCADOLIBRE INC COM 58733R102 106 411 SH   DFND   411 0 0
MERCADOLIBRE INC COM 58733R102 481,852 1,860,934 SH   DFND 1 1,860,934 0 0
MERCK & CO INC COM 58933Y105 35,748 558,304 SH   DFND 1 558,304 0 0
MERCK & CO INC COM 58933Y105 153 2,390 SH   DFND   2,390 0 0
MICROSOFT CORP COM 594918104 311 4,179 SH   DFND   4,179 0 0
MICROSOFT CORP COM 594918104 424,342 5,696,630 SH   DFND 1 5,696,630 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 303 3,572 SH   DFND   3,572 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 569,740 6,713,088 SH   DFND 1 6,713,088 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 86,048 8,834,483 SH   DFND   8,834,483 0 0
NETEASE INC SPONSORED ADR 64110W102 178 674 SH   DFND   674 0 0
NETEASE INC SPONSORED ADR 64110W102 822,466 3,117,647 SH   DFND 1 3,117,647 0 0
NIKE INC CL B 654106103 89 1,720 SH   DFND   1,720 0 0
NIKE INC CL B 654106103 453,127 8,739,199 SH   DFND 1 8,739,199 0 0
NOBLE ENERGY INC COM 655044105 167,442 5,904,170 SH   DFND 1 5,904,170 0 0
PAYPAL HLDGS INC COM 70450Y103 306,812 4,791,689 SH   DFND 1 4,791,689 0 0
PRICELINE GRP INC COM NEW 741503403 441,563 241,183 SH   DFND 1 241,183 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 104,846 1,676,460 SH   DFND 1 1,676,460 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 448 7,156 SH   DFND   7,156 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 115,340 10,759,307 SH   DFND 1 10,759,307 0 0
SOHU COM INC COM 83408W103 278,752 5,119,404 SH   DFND 1 5,119,404 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 797 6,557 SH   DFND   6,557 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 83,887 689,970 SH   DFND 1 689,970 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 12,368 1,604,133 SH   DFND 1 1,604,133 0 0
SYMANTEC CORP COM 871503108 234,836 7,157,462 SH   DFND 1 7,157,462 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 210 5,580 SH   DFND   5,580 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 40,579 1,080,677 SH   DFND 1 1,080,677 0 0
TECHNIPFMC PLC COM G87110105 36,954 1,323,558 SH   DFND 1 1,323,558 0 0
TECHNIPFMC PLC COM G87110105 137 4,906 SH   DFND   4,906 0 0
TEEKAY CORPORATION COM Y8564W103 5,500 615,852 SH   DFND 1 615,852 0 0
UNITEDHEALTH GROUP INC COM 91324P102 132,525 676,665 SH   DFND 1 676,665 0 0
VALE S A ADR 91912E105 169,387 16,820,923 SH   DFND 1 16,820,923 0 0
VMWARE INC CL A COM 928563402 5,132 47,004 SH   DFND 1 47,004 0 0
WELLS FARGO CO NEW COM 949746101 477,719 8,662,181 SH   DFND 1 8,662,181 0 0
WELLS FARGO CO NEW COM 949746101 345 6,259 SH   DFND   6,259 0 0
XPO LOGISTICS INC COM 983793100 1,364,303 20,128,403 SH   DFND 1 20,128,403 0 0
XPO LOGISTICS INC COM 983793100 370 5,453 SH   DFND   5,453 0 0