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 129,132 1,862,302 SH   DFND 2 1,862,302 0 0
58 COM INC SPON ADR REP A 31680Q104 6,889 99,356 SH   DFND 1 99,356 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 25,308 186,496 SH   DFND 2 186,496 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,216 17,334 SH   DFND 1 17,334 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 61,858 333,410 SH   DFND 2 333,410 0 0
ALLERGAN PLC SHS G0177J108 28,687 172,069 SH   DFND 2 172,069 0 0
ALPHABET INC CAP STK CL A 02079K305 84,833 75,127 SH   DFND 2 75,127 0 0
ALTABA INC COM 021346101 52,304 714,432 SH   DFND 2 714,432 0 0
ALTABA INC COM 021346101 2,857 39,022 SH   DFND 1 39,022 0 0
ALTICE USA INC CL A 02156K103 36,143 2,118,604 SH   DFND 2 2,118,604 0 0
AMAZON COM INC COM 023135106 27,681 16,285 SH   DFND 2 16,285 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 17,556 462,480 SH   DFND 2 462,480 0 0
ANTHEM INC COM 036752103 15,002 63,024 SH   DFND 2 63,024 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 4,048 127,002 SH   DFND 2 127,002 0 0
ARCONIC INC COM 03965L100 3,064 180,157 SH   DFND 2 180,157 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 217 31,293 SH   DFND 2 31,293 0 0
BAIDU INC SPON ADR REP A 056752108 7,344 30,223 SH   DFND 1 30,223 0 0
BAIDU INC SPON ADR REP A 056752108 127,520 524,772 SH   DFND 2 524,772 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,867 10,000 SH   DFND 2 10,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 55,462 1,724,041 SH   DFND 2 1,724,041 0 0
BOOKING HLDGS INC COM 09857L108 12,560 6,196 SH   DFND 2 6,196 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 13,562 778,111 SH   DFND 2 778,111 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 14,612 686,023 SH   DFND 2 686,023 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 65,627 223,821 SH   DFND 2 223,821 0 0
CITIGROUP INC COM NEW 172967424 17,713 264,694 SH   DFND 2 264,694 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,570 57,861 SH   DFND 1 57,861 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 75,367 954,131 SH   DFND 2 954,131 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 76,154 1,598,868 SH   DFND 2 1,598,868 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,556 95,645 SH   DFND 1 95,645 0 0
CVS HEALTH CORP COM 126650100 21,017 326,612 SH   DFND 2 326,612 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,974 60,029 SH   DFND 2 60,029 0 0
DISCOVER FINL SVCS COM 254709108 9,087 129,056 SH   DFND 2 129,056 0 0
DOLLAR TREE INC COM 256746108 15,527 182,667 SH   DFND 2 182,667 0 0
FACEBOOK INC CL A 30303M102 56,800 292,303 SH   DFND 2 292,303 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 4,513 51,408 SH   DFND 1 51,408 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 74,880 852,949 SH   DFND 2 852,949 0 0
GGP INC COM 36174X101 564 27,584 SH   DFND 2 27,584 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,137 32,355 SH   DFND 2 32,355 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 20,640 196,538 SH   DFND 2 196,538 0 0
INFOSYS LTD SPONSORED ADR 456788108 553 28,441 SH   DFND 2 28,441 0 0
INVITATION HOMES INC COM 46187W107 6,819 295,714 SH   DFND 2 295,714 0 0
IQVIA HLDGS INC COM 46266C105 4,190 41,975 SH   DFND 2 41,975 0 0
JD COM INC SPON ADR CL A 47215P106 10,214 262,225 SH   DFND 1 262,225 0 0
JD COM INC SPON ADR CL A 47215P106 206,440 5,300,121 SH   DFND 2 5,300,121 0 0
JOHNSON CTLS INTL PLC SHS G51502105 26,185 782,808 SH   DFND 2 782,808 0 0
JPMORGAN CHASE & CO COM 46625H100 7,835 75,193 SH   DFND 2 75,193 0 0
KIMCO RLTY CORP COM 49446R109 24,166 1,422,395 SH   DFND 2 1,422,395 0 0
KITE RLTY GROUP TR COM NEW 49803T300 18,590 1,088,379 SH   DFND 2 1,088,379 0 0
KKR CO LP COM UNITS 48248M102 17,387 699,675 SH   DFND 2 699,675 0 0
L BRANDS INC COM 501797104 40,115 1,087,720 SH   DFND 2 1,087,720 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 320 16,495 SH   DFND 1 16,495 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 4,443 229,235 SH   DFND 2 229,235 0 0
MACERICH CO COM 554382101 15,581 274,174 SH   DFND 2 274,174 0 0
MICROSOFT CORP COM 594918104 16,293 165,229 SH   DFND 2 165,229 0 0
MONDELEZ INTL INC CL A 609207105 24,978 609,218 SH   DFND 2 609,218 0 0
NEWELL BRANDS INC COM 651229106 21,483 832,980 SH   DFND 2 832,980 0 0
NIKE INC CL B 654106103 1,234 15,490 SH   DFND 1 15,490 0 0
NIKE INC CL B 654106103 26,480 332,331 SH   DFND 2 332,331 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 73,266 1,404,913 SH   DFND 2 1,404,913 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 4,365 83,708 SH   DFND 1 83,708 0 0
PHILIP MORRIS INTL INC COM 718172109 298,732 3,699,921 SH   DFND 2 3,699,921 0 0
PHILIP MORRIS INTL INC COM 718172109 14,319 177,349 SH   DFND 1 177,349 0 0
S&P GLOBAL INC COM 78409V104 5,662 27,769 SH   DFND 2 27,769 0 0
SIMON PPTY GROUP INC NEW COM 828806109 35,435 208,207 SH   DFND 2 208,207 0 0
SPIRIT AIRLS INC COM 848577102 12,089 332,566 SH   DFND 2 332,566 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 5,324 31,646 SH   DFND 2 31,646 0 0
STARBUCKS CORP COM 855244109 9,002 184,288 SH   DFND 2 184,288 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 7,406 202,571 SH   DFND 1 202,571 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 125,509 3,432,953 SH   DFND 2 3,432,953 0 0
TATA MTRS LTD SPONSORED ADR 876568502 6,604 337,798 SH   DFND 1 337,798 0 0
TATA MTRS LTD SPONSORED ADR 876568502 130,657 6,683,248 SH   DFND 2 6,683,248 0 0
TAUBMAN CTRS INC COM 876664103 18,446 313,923 SH   DFND 2 313,923 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 5,501 111,644 SH   DFND 2 111,644 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,061 16,552 SH   DFND 2 16,552 0 0
VISA INC COM CL A 92826C839 3,013 22,746 SH   DFND 1 22,746 0 0
VISA INC COM CL A 92826C839 62,673 473,183 SH   DFND 2 473,183 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 22,857 380,847 SH   DFND 2 380,847 0 0
YUM BRANDS INC COM 988498101 5,388 68,888 SH   DFND 2 68,888 0 0
YUM CHINA HLDGS INC COM 98850P109 50,479 1,312,506 SH   DFND 2 1,312,506 0 0
YUM CHINA HLDGS INC COM 98850P109 3,071 79,853 SH   DFND 1 79,853 0 0