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 232,848 3,253,428 SH   DFND 2 3,253,428 0 0
58 COM INC SPON ADR REP A 31680Q104 11,789 164,721 SH   DFND 1 164,721 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 28,458 285,464 SH   DFND 2 285,464 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,208 18,604 SH   DFND 1 18,604 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 62,532 362,654 SH   DFND 2 362,654 0 0
ALLERGAN PLC SHS G0177J108 33,246 203,238 SH   DFND 2 203,238 0 0
ALPHABET INC CAP STK CL A 02079K305 79,454 75,426 SH   DFND 2 75,426 0 0
ALTABA INC COM 021346101 96,608 1,383,084 SH   DFND 2 1,383,084 0 0
ALTABA INC COM 021346101 5,050 72,302 SH   DFND 1 72,302 0 0
AMAZON COM INC COM 023135106 59,215 50,634 SH   DFND 2 50,634 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 13,259 254,838 SH   DFND 2 254,838 0 0
AMERICAN EXPRESS CO COM 025816109 5,320 53,570 SH   DFND 2 53,570 0 0
ANTHEM INC COM 036752103 21,024 93,435 SH   DFND 2 93,435 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 16,069 480,114 SH   DFND 2 480,114 0 0
APPLE INC COM 037833100 21,234 125,475 SH   DFND 2 125,475 0 0
ARCONIC INC COM 03965L100 4,284 157,206 SH   DFND 2 157,206 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 324 31,293 SH   DFND 2 31,293 0 0
BAIDU INC SPON ADR REP A 056752108 160,641 685,886 SH   DFND 2 685,886 0 0
BAIDU INC SPON ADR REP A 056752108 8,893 37,972 SH   DFND 1 37,972 0 0
BANK AMER CORP COM 060505104 2,764 93,624 SH   DFND 2 93,624 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,982 10,000 SH   DFND 2 10,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 62,701 1,958,174 SH   DFND 2 1,958,174 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 15,375 823,959 SH   DFND 2 823,959 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 17,914 782,257 SH   DFND 2 782,257 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 68,520 203,954 SH   DFND 2 203,954 0 0
CITIGROUP INC COM NEW 172967424 16,005 215,091 SH   DFND 2 215,091 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,202 45,081 SH   DFND 1 45,081 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 56,918 801,437 SH   DFND 2 801,437 0 0
COMCAST CORP NEW CL A 20030N101 61,837 1,544,004 SH   DFND 2 1,544,004 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 5,105 115,755 SH   DFND 1 115,755 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 90,031 2,041,529 SH   DFND 2 2,041,529 0 0
CVS HEALTH CORP COM 126650100 28,639 395,024 SH   DFND 2 395,024 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,425 132,590 SH   DFND 2 132,590 0 0
DISCOVER FINL SVCS COM 254709108 11,612 150,958 SH   DFND 2 150,958 0 0
DUNKIN BRANDS GROUP INC COM 265504100 5,590 86,704 SH   DFND 2 86,704 0 0
EMBOTELLADORA ANDINA S A SPON ADR A 29081P204 227 8,567 SH   DFND 2 8,567 0 0
FACEBOOK INC CL A 30303M102 66,765 378,355 SH   DFND 2 378,355 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 35,957 382,933 SH   DFND 2 382,933 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 2,089 22,242 SH   DFND 1 22,242 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 16,918 166,403 SH   DFND 2 166,403 0 0
INFOSYS LTD SPONSORED ADR 456788108 461 28,441 SH   DFND 2 28,441 0 0
INVITATION HOMES INC COM 46187W107 7,839 332,576 SH   DFND 2 332,576 0 0
JD COM INC SPON ADR CL A 47215P106 19,244 464,614 SH   DFND 1 464,614 0 0
JD COM INC SPON ADR CL A 47215P106 386,795 9,338,367 SH   DFND 2 9,338,367 0 0
JOHNSON CTLS INTL PLC SHS G51502105 29,394 771,288 SH   DFND 2 771,288 0 0
JPMORGAN CHASE & CO COM 46625H100 11,897 111,245 SH   DFND 2 111,245 0 0
KIMCO RLTY CORP COM 49446R109 21,040 1,159,223 SH   DFND 2 1,159,223 0 0
KITE RLTY GROUP TR COM NEW 49803T300 12,764 651,208 SH   DFND 2 651,208 0 0
KKR & CO L P DEL COM UNITS 48248M102 46,818 2,223,092 SH   DFND 2 2,223,092 0 0
L BRANDS INC COM 501797104 71,004 1,179,077 SH   DFND 2 1,179,077 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 39,081 1,090,428 SH   DFND 2 1,090,428 0 0
MACERICH CO COM 554382101 19,361 294,782 SH   DFND 2 294,782 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,274 140,552 SH   DFND 2 140,552 0 0
MICROSOFT CORP COM 594918104 8,012 93,659 SH   DFND 2 93,659 0 0
NEWELL BRANDS INC COM 651229106 22,639 732,659 SH   DFND 2 732,659 0 0
NIKE INC CL B 654106103 6,154 98,387 SH   DFND 1 98,387 0 0
NIKE INC CL B 654106103 123,139 1,968,644 SH   DFND 2 1,968,644 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 78,145 1,688,529 SH   DFND 2 1,688,529 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 4,394 94,949 SH   DFND 1 94,949 0 0
ORACLE CORP COM 68389X105 23,496 496,957 SH   DFND 2 496,957 0 0
PRICELINE GRP INC COM NEW 741503403 49,569 28,525 SH   DFND 2 28,525 0 0
S&P GLOBAL INC COM 78409V104 5,323 31,424 SH   DFND 2 31,424 0 0
SIMON PPTY GROUP INC NEW COM 828806109 36,034 209,818 SH   DFND 2 209,818 0 0
SPIRIT AIRLS INC COM 848577102 13,454 299,970 SH   DFND 2 299,970 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5,231 131,922 SH   DFND 1 131,922 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 91,715 2,313,120 SH   DFND 2 2,313,120 0 0
TATA MTRS LTD SPONSORED ADR 876568502 10,822 327,245 SH   DFND 1 327,245 0 0
TATA MTRS LTD SPONSORED ADR 876568502 220,264 6,660,535 SH   DFND 2 6,660,535 0 0
TAUBMAN CTRS INC COM 876664103 26,705 408,152 SH   DFND 2 408,152 0 0
TRIPADVISOR INC COM 896945201 2,490 72,272 SH   DFND 2 72,272 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,515 101,799 SH   DFND 2 101,799 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 24,296 712,063 SH   DFND 2 712,063 0 0
VISA INC COM CL A 92826C839 5,508 48,311 SH   DFND 1 48,311 0 0
VISA INC COM CL A 92826C839 120,880 1,060,168 SH   DFND 2 1,060,168 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 35,826 493,337 SH   DFND 2 493,337 0 0
YUM BRANDS INC COM 988498101 4,464 54,695 SH   DFND 1 54,695 0 0
YUM BRANDS INC COM 988498101 101,719 1,246,407 SH   DFND 2 1,246,407 0 0
YUM CHINA HLDGS INC COM 98850P109 13,661 341,353 SH   DFND 2 341,353 0 0
YUM CHINA HLDGS INC COM 98850P109 824 20,591 SH   DFND 1 20,591 0 0