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 1,183 12,769 SH   DFND   12,769 0 0
ABBVIE INC COM 00287Y109 1,359,776 14,676,483 SH   DFND 1 14,676,483 0 0
AIR PRODS & CHEMS INC COM 009158106 213,051 1,368,082 SH   DFND 1 1,368,082 0 0
ALCOA CORP COM 013872106 130,263 2,778,648 SH   DFND 1 2,778,648 0 0
ALPHABET INC CAP STK CL C 02079K107 579 519 SH   DFND   519 0 0
ALPHABET INC CAP STK CL C 02079K107 701,226 628,536 SH   DFND 1 628,536 0 0
ALTA MESA RES INC *W EXP 03/28/202 02133L117 5,123 3,659,385 SH   DFND 1 3,659,385 0 0
ALTA MESA RES INC CL A 02133L109 152,758 22,431,382 SH   DFND 1 22,431,382 0 0
AMGEN INC COM 031162100 214 1,158 SH   DFND   1,158 0 0
AMGEN INC COM 031162100 48,365 262,014 SH   DFND 1 262,014 0 0
ANTHEM INC COM 036752103 583,541 2,451,542 SH   DFND 1 2,451,542 0 0
APACHE CORP COM 037411105 380 8,134 SH   DFND   8,134 0 0
APACHE CORP COM 037411105 681,404 14,575,495 SH   DFND 1 14,575,495 0 0
ARCONIC INC COM 03965L100 578,680 34,019,989 SH   DFND 1 34,019,989 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 101 996 SH   DFND   996 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 458,433 4,538,941 SH   DFND 1 4,538,941 0 0
BAIDU INC SPON ADR REP A 056752108 38,041 156,549 SH   DFND 1 156,549 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 2,004 41,942 SH   DFND   41,942 0 0
BARRICK GOLD CORP COM 067901108 231 17,602 SH   DFND   17,602 0 0
BARRICK GOLD CORP COM 067901108 38,755 2,951,645 SH   DFND 1 2,951,645 0 0
BERRY GLOBAL GROUP INC COM 08579W103 95,775 2,084,782 SH   DFND 1 2,084,782 0 0
BOOKING HLDGS INC COM 09857L108 315,399 155,592 SH   DFND 1 155,592 0 0
BP PLC SPONSORED ADR 055622104 174 3,805 SH   DFND   3,805 0 0
BP PLC SPONSORED ADR 055622104 87,296 1,911,878 SH   DFND 1 1,911,878 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 163,061 2,946,531 SH   DFND 1 2,946,531 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 638 11,527 SH   DFND   11,527 0 0
CELGENE CORP COM 151020104 814,036 10,249,763 SH   DFND 1 10,249,763 0 0
CELGENE CORP COM 151020104 479 6,031 SH   DFND   6,031 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,592 63,407 SH   DFND 1 63,407 0 0
CITIGROUP INC COM NEW 172967424 15,225 227,512 SH   DFND 1 227,512 0 0
COPA HOLDINGS SA CL A P31076105 61,640 651,447 SH   DFND 1 651,447 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 4,064 273,136 SH   DFND 1 273,136 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 257,191 3,040,807 SH   DFND 1 3,040,807 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 8,463 405,721 SH   DFND 1 405,721 0 0
DOLLAR GEN CORP NEW COM 256677105 392,935 3,985,140 SH   DFND 1 3,985,140 0 0
DXC TECHNOLOGY CO COM 23355L106 98,116 1,217,173 SH   DFND 1 1,217,173 0 0
ENSCO PLC SHS CLASS A G3157S106 64,194 8,842,201 SH   DFND 1 8,842,201 0 0
EYEPOINT PHARMACEUTICALS INC COM 30233G100 1,433 774,533 SH   DFND   774,533 0 0
FACEBOOK INC CL A 30303M102 361 1,858 SH   DFND   1,858 0 0
FACEBOOK INC CL A 30303M102 1,316,916 6,777,050 SH   DFND 1 6,777,050 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 130 4,411 SH   DFND   4,411 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 159,643 5,418,974 SH   DFND 1 5,418,974 0 0
HONDA MOTOR LTD AMERN SHS 438128308 21,057 719,402 SH   DFND 1 719,402 0 0
HONDA MOTOR LTD AMERN SHS 438128308 104 3,540 SH   DFND   3,540 0 0
JD COM INC SPON ADR CL A 47215P106 373,531 9,590,016 SH   DFND 1 9,590,016 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 8,740 188,048 SH   DFND 1 188,048 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 127 2,740 SH   DFND   2,740 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 21,692 1,512,697 SH   DFND 1 1,512,697 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 192 13,371 SH   DFND   13,371 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 601 31,036 SH   DFND 1 31,036 0 0
MERCK & CO INC COM 58933Y105 361 5,941 SH   DFND   5,941 0 0
MERCK & CO INC COM 58933Y105 45,171 744,160 SH   DFND 1 744,160 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 27,786 238,773 SH   DFND 1 238,773 0 0
NAVIENT CORPORATION COM 63938C108 258 19,787 SH   DFND   19,787 0 0
NAVIENT CORPORATION COM 63938C108 40,034 3,072,459 SH   DFND 1 3,072,459 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 26,966 2,969,846 SH   DFND   2,969,846 0 0
NETEASE INC SPONSORED ADR 64110W102 667 2,641 SH   DFND   2,641 0 0
NETEASE INC SPONSORED ADR 64110W102 2,016,828 7,982,065 SH   DFND 1 7,982,065 0 0
NIKE INC CL B 654106103 660,146 8,284,971 SH   DFND 1 8,284,971 0 0
NIKE INC CL B 654106103 203 2,549 SH   DFND   2,549 0 0
PAYPAL HLDGS INC COM 70450Y103 268,460 3,223,968 SH   DFND 1 3,223,968 0 0
PEABODY ENERGY CORP NEW COM 704551100 489,280 10,758,134 SH   DFND 1 10,758,134 0 0
PERSPECTA INC COM 715347100 956 46,504 SH   DFND 1 46,504 0 0
PG&E CORP COM 69331C108 364 8,552 SH   DFND   8,552 0 0
PG&E CORP COM 69331C108 81,044 1,904,228 SH   DFND 1 1,904,228 0 0
QORVO INC COM 74736K101 47,469 592,110 SH   DFND 1 592,110 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 877 12,068 SH   DFND   12,068 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 152,408 2,097,845 SH   DFND 1 2,097,845 0 0
SCHLUMBERGER LTD COM 806857108 363 5,416 SH   DFND   5,416 0 0
SCHLUMBERGER LTD COM 806857108 196,608 2,933,134 SH   DFND 1 2,933,134 0 0
SOHU COM LTD SPONSORED ADS 83410S108 113,794 3,205,468 SH   DFND 1 3,205,468 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 2,011 16,947 SH   DFND   16,947 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 142,488 1,200,911 SH   DFND 1 1,200,911 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,678 1,245,571 SH   DFND 1 1,245,571 0 0
SYMANTEC CORP COM 871503108 729,784 35,340,645 SH   DFND 1 35,340,645 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 346 9,457 SH   DFND   9,457 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 57,774 1,580,262 SH   DFND 1 1,580,262 0 0
TEEKAY CORPORATION COM Y8564W103 11,881 1,533,018 SH   DFND 1 1,533,018 0 0
TRANSOCEAN LTD REG SHS H8817H100 79,064 5,882,768 SH   DFND 1 5,882,768 0 0
UNITEDHEALTH GROUP INC COM 91324P102 386,460 1,575,202 SH   DFND 1 1,575,202 0 0
VALE S A ADR 91912E105 777,612 60,656,164 SH   DFND 1 60,656,164 0 0
WELLS FARGO CO NEW COM 949746101 237 4,274 SH   DFND   4,274 0 0
WELLS FARGO CO NEW COM 949746101 495,290 8,933,803 SH   DFND 1 8,933,803 0 0
XPO LOGISTICS INC COM 983793100 679 6,781 SH   DFND   6,781 0 0
XPO LOGISTICS INC COM 983793100 1,847,341 18,440,222 SH   DFND 1 18,440,222 0 0