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 215,238 3,970,446 SH   DFND 2 3,970,446 0 0
58 COM INC SPON ADR REP A 31680Q104 11,828 218,193 SH   DFND 1 218,193 0 0
ADECOAGRO S A COM L00849106 451 64,856 SH   DFND 2 64,856 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,383 31,975 SH   DFND 1 31,975 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 75,194 548,578 SH   DFND 2 548,578 0 0
ALLERGAN PLC SHS G0177J108 16,934 126,695 SH   DFND 2 126,695 0 0
ALPHABET INC CAP STK CL A 02079K305 42,976 41,127 SH   DFND 2 41,127 0 0
ALTABA INC COM 021346101 12,914 222,885 SH   DFND 2 222,885 0 0
ALTICE USA INC CL A 02156K103 29,019 1,756,617 SH   DFND 2 1,756,617 0 0
AMAZON COM INC COM 023135106 12,944 8,618 SH   DFND 2 8,618 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 11,952 372,223 SH   DFND 2 372,223 0 0
ANTHEM INC COM 036752103 10,197 38,827 SH   DFND 2 38,827 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 3,467 141,280 SH   DFND 2 141,280 0 0
APPLE INC COM 037833100 5,720 36,262 SH   DFND 2 36,262 0 0
ARCONIC INC COM 03965L100 4,847 287,496 SH   DFND 2 287,496 0 0
BAIDU INC SPON ADR REP A 056752108 3,401 21,445 SH   DFND 1 21,445 0 0
BAIDU INC SPON ADR REP A 056752108 58,724 370,265 SH   DFND 2 370,265 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 29,620 993,616 SH   DFND 2 993,616 0 0
BOOKING HLDGS INC COM 09857L108 7,033 4,083 SH   DFND 2 4,083 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 9,744 663,338 SH   DFND 2 663,338 0 0
CANADIAN PAC RY LTD COM 13645T100 3,258 18,341 SH   DFND 2 18,341 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 10,960 695,859 SH   DFND 2 695,859 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 37,776 132,563 SH   DFND 2 132,563 0 0
CITIGROUP INC COM NEW 172967424 14,735 283,042 SH   DFND 2 283,042 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,207 97,772 SH   DFND 1 97,772 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 105,666 1,664,561 SH   DFND 2 1,664,561 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 1,822 87,744 SH   DFND 1 87,744 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 31,237 1,503,947 SH   DFND 2 1,503,947 0 0
COPA HOLDINGS SA CL A P31076105 270 3,435 SH   DFND 2 3,435 0 0
CORPORACION AMER ARPTS S A COM L1995B107 183 27,673 SH   DFND 2 27,673 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,343 160,484 SH   DFND 1 160,484 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 77,086 2,848,696 SH   DFND 2 2,848,696 0 0
CVS HEALTH CORP COM 126650100 9,779 149,251 SH   DFND 2 149,251 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,525 50,601 SH   DFND 2 50,601 0 0
DESPEGAR COM CORP ORD SHS G27358103 211 17,015 SH   DFND 2 17,015 0 0
DISCOVER FINL SVCS COM 254709108 5,592 94,807 SH   DFND 2 94,807 0 0
FACEBOOK INC CL A 30303M102 29,143 222,315 SH   DFND 2 222,315 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 4,406 51,204 SH   DFND 1 51,204 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 75,401 876,252 SH   DFND 2 876,252 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 12,692 75,980 SH   DFND 2 75,980 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 72,245 697,409 SH   DFND 2 697,409 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,952 28,495 SH   DFND 1 28,495 0 0
INFOSYS LTD SPONSORED ADR 456788108 280 29,411 SH   DFND 2 29,411 0 0
INVITATION HOMES INC COM 46187W107 5,715 284,591 SH   DFND 2 284,591 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 188 20,589 SH   DFND 2 20,589 0 0
JD COM INC SPON ADR CL A 47215P106 7,579 362,129 SH   DFND 1 362,129 0 0
JD COM INC SPON ADR CL A 47215P106 144,325 6,895,611 SH   DFND 2 6,895,611 0 0
JPMORGAN CHASE & CO COM 46625H100 1,769 18,121 SH   DFND 2 18,121 0 0
KIMCO RLTY CORP COM 49446R109 12,871 878,573 SH   DFND 2 878,573 0 0
KITE RLTY GROUP TR COM NEW 49803T300 11,656 827,248 SH   DFND 2 827,248 0 0
L BRANDS INC COM 501797104 16,165 629,710 SH   DFND 2 629,710 0 0
MACERICH CO COM 554382101 8,309 191,979 SH   DFND 2 191,979 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 63,271 3,590,860 SH   DFND 2 3,590,860 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 3,715 210,858 SH   DFND 1 210,858 0 0
MERCADOLIBRE INC COM 58733R102 3,549 12,118 SH   DFND 1 12,118 0 0
MERCADOLIBRE INC COM 58733R102 60,614 206,981 SH   DFND 2 206,981 0 0
MICROSOFT CORP COM 594918104 6,553 64,521 SH   DFND 2 64,521 0 0
MONDELEZ INTL INC CL A 609207105 13,843 345,822 SH   DFND 2 345,822 0 0
MORGAN STANLEY COM NEW 617446448 2,561 64,585 SH   DFND 2 64,585 0 0
NETEASE INC SPONSORED ADR 64110W102 4,792 20,361 SH   DFND 2 20,361 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 147,775 2,696,123 SH   DFND 2 2,696,123 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 8,609 157,075 SH   DFND 1 157,075 0 0
NEWELL BRANDS INC COM 651229106 9,462 508,983 SH   DFND 2 508,983 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 3,908 90,220 SH   DFND 1 90,220 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 67,483 1,557,775 SH   DFND 2 1,557,775 0 0
PHILIP MORRIS INTL INC COM 718172109 7,273 108,939 SH   DFND 1 108,939 0 0
PHILIP MORRIS INTL INC COM 718172109 146,838 2,199,488 SH   DFND 2 2,199,488 0 0
SIMON PPTY GROUP INC NEW COM 828806109 12,543 74,668 SH   DFND 2 74,668 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 6,345 55,907 SH   DFND 2 55,907 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,307 89,584 SH   DFND 1 89,584 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 56,961 1,543,251 SH   DFND 2 1,543,251 0 0
TATA MTRS LTD SPONSORED ADR 876568502 272 22,345 SH   DFND 2 22,345 0 0
TAUBMAN CTRS INC COM 876664103 8,977 197,351 SH   DFND 2 197,351 0 0
TRANSPORTADORA DE GAS SUR SPON ADR B 893870204 588 39,188 SH   DFND 2 39,188 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 13,127 274,748 SH   DFND 2 274,748 0 0
UNION PAC CORP COM 907818108 5,747 41,579 SH   DFND 2 41,579 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,870 15,536 SH   DFND 2 15,536 0 0
VISA INC COM CL A 92826C839 4,420 33,499 SH   DFND 2 33,499 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 7,866 115,111 SH   DFND 2 115,111 0 0
YANDEX N V SHS CLASS A N97284108 5,297 193,686 SH   DFND 1 193,686 0 0
YANDEX N V SHS CLASS A N97284108 90,531 3,310,082 SH   DFND 2 3,310,082 0 0
YUM CHINA HLDGS INC COM 98850P109 32,072 956,527 SH   DFND 2 956,527 0 0
YUM CHINA HLDGS INC COM 98850P109 1,898 56,611 SH   DFND 1 56,611 0 0