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 COMMON STOCK 00287Y109 3,299 34,850 SH   DFND 1,2 34,850 0 0
ACCENTURE PLC CL A COMMON STOCK G1151C101 2,164 14,098 SH   DFND 1,2 14,098 0 0
ACTIVISION BLIZZARD INC COMMON STOCK 00507V109 1,202 17,825 SH   DFND 1,2 17,825 0 0
AES CORP (THE) COMMON STOCK 00130H105 41,818 3,677,900 SH   DFND 1,2 3,677,900 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 2,216 27,100 SH   DFND 1,2 27,100 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 26,301 143,300 SH   DFND 1,2 143,300 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 5,435 5,240 SH   DFND 1,2 5,240 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 11,724 11,363 SH   DFND 1,2 11,363 0 0
AMAZON.COM INC COMMON STOCK 023135106 7,772 5,370 SH   DFND 1,2 5,370 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 71,168 3,728,000 SH   DFND 1,2 3,728,000 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 9,186 63,204 SH   DFND 1,2 63,204 0 0
ANADARKO PETROLEUM CORP COMMON STOCK 032511107 3,123 51,700 SH   DFND 1,2 51,700 0 0
AON PLC CL A COMMON STOCK G0408V102 4,013 28,600 SH   DFND 1,2 28,600 0 0
APPLE INC COMMON STOCK 037833100 8,578 51,125 SH   DFND 1,2 51,125 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 2,626 13,223 SH   DFND 1,2 13,223 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 5,083 145,350 SH   DFND 1,2 145,350 0 0
AVON PRODUCTS INC COMMON STOCK 054303102 3,809 1,341,300 SH   DFND 1,2 1,341,300 0 0
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 1,976 38,352 SH   DFND 1,2 38,352 0 0
BARRICK GOLD CORP (USD) COMMON STOCK 067901108 24,868 1,997,400 SH   DFND 1,2 1,997,400 0 0
BLUEBIRD BIO INC COMMON STOCK 09609G100 3,208 18,786 SH   DFND 1,2 18,786 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 5,871 2,822 SH   DFND 1,2 2,822 0 0
BROADCOM INC COMMON STOCK 11135F101 6,531 27,714 SH   DFND 1,2 27,714 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 1,464 46,600 SH   DFND 1,2 46,600 0 0
CARNIVAL CORP COMMON PAIRED STOCK UNITS 143658300 5,013 76,445 SH   DFND 1,2 76,445 0 0
CATERPILLAR INC COMMON STOCK 149123101 177 1,200 SH   DFND 1,2 1,200 0 0
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS PLUS 1 B SHR) COMMON STOCK 151290889 430 65,021 SH   DFND 1,2 65,021 0 0
CHEVRON CORP COMMON STOCK 166764100 3,744 32,830 SH   DFND 1,2 32,830 0 0
CHUBB LTD COMMON STOCK H1467J104 2,194 16,040 SH   DFND 1,2 16,040 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 25,309 156,478 SH   DFND 1,2 156,478 0 0
COCA-COLA CO COMMON STOCK 191216100 6,975 160,596 SH   DFND 1,2 160,596 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 5,259 153,900 SH   DFND 1,2 153,900 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 3,919 20,800 SH   DFND 1,2 20,800 0 0
CREDICORP LTD COMMON STOCK G2519Y108 6,085 26,800 SH   DFND 1,2 26,800 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 5,601 51,100 SH   DFND 1,2 51,100 0 0
CROWN CASTLE INTL CORP CV PFD SER A 6.875 PERCENT 08-01-20 (REIT) CONV PREFRD STCK 22822V309 2,560 2,290 SH   DFND 1,2 2,290 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 36,098 774,300 SH   DFND 1,2 774,300 0 0
DANAHER CORP COMMON STOCK 235851102 6,844 69,900 SH   DFND 1,2 69,900 0 0
DEERE AND CO COMMON STOCK 244199105 13,385 86,175 SH   DFND 1,2 86,175 0 0
DEUTSCHE BANK AG NAMEN COMMON STOCK D18190898 3,911 280,754 SH   DFND 1,2 280,754 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 1,697 16,100 SH   DFND 1,2 16,100 0 0
DOWDUPONT INC COMMON STOCK 26078J100 701 11,000 SH   DFND 1,2 11,000 0 0
EATON CORP PLC COMMON STOCK G29183103 7,522 94,136 SH   DFND 1,2 94,136 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 4,214 66,200 SH   DFND 1,2 66,200 0 0
ELI LILLY AND CO COMMON STOCK 532457108 3,110 40,200 SH   DFND 1,2 40,200 0 0
ENBRIDGE INC COMMON STOCK 29250N105 16,561 526,660 SH   DFND 1,2 526,660 0 0
ENEL AMERICAS SA ADR COMMON STOCK 29274F104 16,895 1,453,964 SH   DFND 1,2 1,453,964 0 0
ENSCO PLC CL A COMMON STOCK G3157S106 25,787 5,874,050 SH   DFND 1,2 5,874,050 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 2,248 21,350 SH   DFND 1,2 21,350 0 0
EQUIFAX INC COMMON STOCK 294429105 3,440 29,200 SH   DFND 1,2 29,200 0 0
ESTRE AMBIENTAL INC REG S (90 DAY LOCKUP) COMMON STOCK G3206V100 1,584 166,920 SH   DFND 1,2 166,920 0 0
EURONET WORLDWIDE INC COMMON STOCK 298736109 3,398 43,050 SH   DFND 1,2 43,050 0 0
FACEBOOK INC CL A COMMON STOCK 30303M102 2,506 15,685 SH   DFND 1,2 15,685 0 0
GANNETT CO INC COMMON STOCK 36473H104 710 71,100 SH   DFND 1,2 71,100 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 2,533 33,600 SH   DFND 1,2 33,600 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 8,946 80,215 SH   DFND 1,2 80,215 0 0
GODADDY INC CL A COMMON STOCK 380237107 12,953 210,900 SH   DFND 1,2 210,900 0 0
GOLAR LNG LTD (USD) COMMON STOCK G9456A100 1,278 46,700 SH   DFND 1,2 46,700 0 0
HELMERICH AND PAYNE COMMON STOCK 423452101 1,471 22,100 SH   DFND 1,2 22,100 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 6,995 108,300 SH   DFND 1,2 108,300 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 4,387 55,698 SH   DFND 1,2 55,698 0 0
HP INC COMMON STOCK 40434L105 3,450 157,400 SH   DFND 1,2 157,400 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 10,794 1,219,710 SH   DFND 1,2 1,219,710 0 0
IDEX CORP COMMON STOCK 45167R104 1,199 8,412 SH   DFND 1,2 8,412 0 0
INCYTE CORP COMMON STOCK 45337C102 12,318 147,816 SH   DFND 1,2 147,816 0 0
INTEL CORP COMMON STOCK 458140100 7,635 146,600 SH   DFND 1,2 146,600 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 8,267 114,000 SH   DFND 1,2 114,000 0 0
INTERNATIONAL BUSINESS MACHINES CORP COMMON STOCK 459200101 132 860 SH   DFND 1,2 860 0 0
INVESCO LTD COMMON STOCK G491BT108 960 30,000 SH   DFND 1,2 30,000 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 680 20,681 SH   DFND 1,2 20,681 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 241 5,950 SH   DFND 1,2 5,950 0 0
JOHNSON AND JOHNSON COMMON STOCK 478160104 179 1,400 SH   DFND 1,2 1,400 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 4,676 42,520 SH   DFND 1,2 42,520 0 0
KT CORP ADR COMMON STOCK 48268K101 1,913 139,600 SH   DFND 1,2 139,600 0 0
LAMAR ADVERTISING CO CL A (REIT) COMMON STOCK 512816109 197 3,100 SH   DFND 1,2 3,100 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 8,076 112,325 SH   DFND 1,2 112,325 0 0
LOMA NEGRA CIA ADR COMMON STOCK 54150E104 18,612 872,997 SH   DFND 1,2 872,997 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 5,145 62,300 SH   DFND 1,2 62,300 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 1,484 18,500 SH   DFND 1,2 18,500 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 43,105 120,950 SH   DFND 1,2 120,950 0 0
MERCK AND CO INC COMMON STOCK 58933Y105 3,094 56,800 SH   DFND 1,2 56,800 0 0
MICROSOFT CORP COMMON STOCK 594918104 17,261 189,120 SH   DFND 1,2 189,120 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 4,244 101,700 SH   DFND 1,2 101,700 0 0
MONSANTO CO COMMON STOCK 61166W101 3,921 33,600 SH   DFND 1,2 33,600 0 0
MOODYS CORP COMMON STOCK 615369105 4,637 28,750 SH   DFND 1,2 28,750 0 0
NETAPP INC COMMON STOCK 64110D104 746 12,100 SH   DFND 1,2 12,100 0 0
NETEASE INC ADR COMMON STOCK 64110W102 7,374 26,300 SH   DFND 1,2 26,300 0 0
NEWELL BRANDS INC COMMON STOCK 651229106 1,809 71,015 SH   DFND 1,2 71,015 0 0
NEXA RESOURCES SA COMMON STOCK L67359106 25,569 1,460,265 SH   DFND 1,2 1,460,265 0 0
NII HOLDINGS INC COMMON STOCK 62913F508 958 454,029 SH   DFND 1,2 454,029 0 0
NIKE INC CL B COMMON STOCK 654106103 9,866 148,500 SH   DFND 1,2 148,500 0 0
NOAH HOLDINGS LTD CL A ADR COMMON STOCK 65487X102 3,427 72,600 SH   DFND 1,2 72,600 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 8,242 155,600 SH   DFND 1,2 155,600 0 0
NUCOR CORP COMMON STOCK 670346105 662 10,840 SH   DFND 1,2 10,840 0 0
NUTRIEN LTD COMMON STOCK 67077M108 17,364 367,430 SH   DFND 1,2 367,430 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 3,719 57,250 SH   DFND 1,2 57,250 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 8,808 360,110 SH   DFND 1,2 360,110 0 0
PEPSICO INC COMMON STOCK 713448108 1,484 13,600 SH   DFND 1,2 13,600 0 0
PETROLEO BRASILEIRO ON ADR (PETROBRAS) COMMON STOCK 71654V408 6,597 466,557 SH   DFND 1,2 466,557 0 0
PETROLEO BRASILEIRO PN ADR (PETROBRAS) COMMON STOCK 71654V101 17,756 1,366,900 SH   DFND 1,2 1,366,900 0 0
PFIZER INC COMMON STOCK 717081103 1,817 51,200 SH   DFND 1,2 51,200 0 0
PGANDE CORP COMMON STOCK 69331C108 2,658 60,500 SH   DFND 1,2 60,500 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 5,458 54,908 SH   DFND 1,2 54,908 0 0
PRAXAIR INC COMMON STOCK 74005P104 2,035 14,100 SH   DFND 1,2 14,100 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 1,356 17,100 SH   DFND 1,2 17,100 0 0
QUALCOMM INC COMMON STOCK 747525103 9,965 179,850 SH   DFND 1,2 179,850 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 6,535 55,500 SH   DFND 1,2 55,500 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 4,274 65,220 SH   DFND 1,2 65,220 0 0
RYANAIR HOLDINGS PLC ADR COMMON STOCK 783513203 10,117 82,350 SH   DFND 1,2 82,350 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 8,318 128,410 SH   DFND 1,2 128,410 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 9,997 191,000 SH   DFND 1,2 191,000 0 0
SEMPRA ENERGY COMMON STOCK 816851109 4,773 42,915 SH   DFND 1,2 42,915 0 0
STARBUCKS CORP COMMON STOCK 855244109 8,090 139,751 SH   DFND 1,2 139,751 0 0
STATE STREET CORP COMMON STOCK 857477103 3,250 32,586 SH   DFND 1,2 32,586 0 0
SUNCOR ENERGY INC COMMON STOCK 867224107 822 23,800 SH   DFND 1,2 23,800 0 0
SVB FINANCIAL GROUP COMMON STOCK 78486Q101 1,752 7,300 SH   DFND 1,2 7,300 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 4,332 53,600 SH   DFND 1,2 53,600 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 12,275 280,500 SH   DFND 1,2 280,500 0 0
TENARIS SA ADR COMMON STOCK 88031M109 14,957 431,400 SH   DFND 1,2 431,400 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 4,219 40,610 SH   DFND 1,2 40,610 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 8,426 27,450 SH   DFND 1,2 27,450 0 0
TRIMBLE INC COMMON STOCK 896239100 3,660 102,000 SH   DFND 1,2 102,000 0 0
UBS GROUP AG COMMON STOCK H42097107 1,765 100,632 SH   DFND 1,2 100,632 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 5,448 106,850 SH   DFND 1,2 106,850 0 0
VALE SA ON ADR COMMON STOCK 91912E105 31,602 2,484,437 SH   DFND 1,2 2,484,437 0 0
VIACOM INC CL B COMMON STOCK 92553P201 3,678 118,400 SH   DFND 1,2 118,400 0 0
VISA INC CL A COMMON STOCK 92826C839 12,469 104,240 SH   DFND 1,2 104,240 0 0
WALGREENS BOOTS ALLIANCE INC COMMON STOCK 931427108 4,478 68,400 SH   DFND 1,2 68,400 0 0
WALT DISNEY COMPANY (THE) COMMON STOCK 254687106 2,139 21,300 SH   DFND 1,2 21,300 0 0
WEATHERFORD INTERNATIONAL PLC COMMON STOCK G48833100 5,815 2,539,200 SH   DFND 1,2 2,539,200 0 0
WEATHERFORD INTERNATIONAL PLC CV SR UNSEC 5.875 PERCENT 07-01-21 CORP CONV BOND 947075AH0 23,444 26,080,000 PRN   DFND 1,2 26,080,000 0 0
WELLS FARGO AND CO COMMON STOCK 949746101 1,509 28,800 SH   DFND 1,2 28,800 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 1,148 7,500 SH   DFND 1,2 7,500 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 3,379 18,530 SH   DFND 1,2 18,530 0 0
XILINX INC COMMON STOCK 983919101 987 13,660 SH   DFND 1,2 13,660 0 0
YANDEX NV A COMMON STOCK N97284108 26,844 680,451 SH   DFND 1,2 680,451 0 0
YUM! BRANDS INC COMMON STOCK 988498101 1,771 20,800 SH   DFND 1,2 20,800 0 0