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 4,766 59,140 SH   DFND 1,2 59,140 0 0
ACCENTURE PLC CL A COMMON STOCK G1151C101 1,302 7,398 SH   DFND 1,2 7,398 0 0
ACTIVISION BLIZZARD INC COMMON STOCK 00507V109 8,708 191,248 SH   DFND 1,2 191,248 0 0
AES CORP (THE) COMMON STOCK 00130H105 19,251 1,064,755 SH   DFND 1,2 1,064,755 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 2,016 29,900 SH   DFND 1,2 29,900 0 0
AIR PRODUCTS AND CHEMICALS INC COMMON STOCK 009158106 840 4,400 SH   DFND 1,2 4,400 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 25,649 140,580 SH   DFND 1,2 140,580 0 0
ALLEGHENY TECHNOLOGIES INC COMMON STOCK 01741R102 7,068 276,416 SH   DFND 1,2 276,416 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 6,712 5,703 SH   DFND 1,2 5,703 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 13,147 11,205 SH   DFND 1,2 11,205 0 0
ALTRIA GROUP INC COMMON STOCK 02209S103 1,235 21,500 SH   DFND 1,2 21,500 0 0
AMAZON.COM INC COMMON STOCK 023135106 8,565 4,810 SH   DFND 1,2 4,810 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 34,278 2,400,400 SH   DFND 1,2 2,400,400 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 6,957 35,302 SH   DFND 1,2 35,302 0 0
AON PLC CL A COMMON STOCK G0408V102 2,928 17,150 SH   DFND 1,2 17,150 0 0
APPLE INC COMMON STOCK 037833100 11,978 63,060 SH   DFND 1,2 63,060 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 363 1,930 SH   DFND 1,2 1,930 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 3,176 78,550 SH   DFND 1,2 78,550 0 0
AVON PRODUCTS INC COMMON STOCK 054303102 2,819 958,800 SH   DFND 1,2 958,800 0 0
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 1,990 39,452 SH   DFND 1,2 39,452 0 0
BARRICK GOLD CORP (USD) COMMON STOCK 067901108 18,469 1,347,100 SH   DFND 1,2 1,347,100 0 0
BEIGENE LTD ADR COMMON STOCK 07725L102 13,847 104,900 SH   DFND 1,2 104,900 0 0
BLUEBIRD BIO INC COMMON STOCK 09609G100 5,205 33,085 SH   DFND 1,2 33,085 0 0
BOEING CO COMMON STOCK 097023105 3,017 7,910 SH   DFND 1,2 7,910 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 2,357 1,351 SH   DFND 1,2 1,351 0 0
BROADCOM INC COMMON STOCK 11135F101 15,856 52,727 SH   DFND 1,2 52,727 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 1,428 52,000 SH   DFND 1,2 52,000 0 0
CARNIVAL CORP COMMON PAIRED STOCK UNITS 143658300 3,311 65,281 SH   DFND 1,2 65,281 0 0
CHEVRON CORP COMMON STOCK 166764100 3,447 27,983 SH   DFND 1,2 27,983 0 0
CHUBB LTD COMMON STOCK H1467J104 2,184 15,590 SH   DFND 1,2 15,590 0 0
CLOROX CO (THE) COMMON STOCK 189054109 786 4,900 SH   DFND 1,2 4,900 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 12,479 75,825 SH   DFND 1,2 75,825 0 0
CMS ENERGY CORP COMMON STOCK 125896100 861 15,500 SH   DFND 1,2 15,500 0 0
CNOOC LTD ADR COMMON STOCK 126132109 762 4,100 SH   DFND 1,2 4,100 0 0
COCA-COLA CO COMMON STOCK 191216100 5,491 117,176 SH   DFND 1,2 117,176 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 5,158 21,300 SH   DFND 1,2 21,300 0 0
CREDICORP LTD COMMON STOCK G2519Y108 5,351 22,300 SH   DFND 1,2 22,300 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 3,941 30,790 SH   DFND 1,2 30,790 0 0
CROWN CASTLE INTL CORP CV PFD SER A 6.875 PERCENT 08-01-20 (REIT) CONV PREFRD STCK 22822V309 1,445 1,220 SH   DFND 1,2 1,220 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 38,429 879,572 SH   DFND 1,2 879,572 0 0
DANAHER CORP COMMON STOCK 235851102 9,413 71,300 SH   DFND 1,2 71,300 0 0
DEERE AND CO COMMON STOCK 244199105 7,321 45,799 SH   DFND 1,2 45,799 0 0
DEUTSCHE BANK AG NAMEN COMMON STOCK D18190898 2,772 340,222 SH   DFND 1,2 340,222 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 1,690 14,200 SH   DFND 1,2 14,200 0 0
DOWDUPONT INC COMMON STOCK 26078J100 384 7,200 SH   DFND 1,2 7,200 0 0
EATON CORP PLC COMMON STOCK G29183103 2,618 32,499 SH   DFND 1,2 32,499 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 2,120 34,240 SH   DFND 1,2 34,240 0 0
ELI LILLY AND CO COMMON STOCK 532457108 4,860 37,455 SH   DFND 1,2 37,455 0 0
ENBRIDGE INC COMMON STOCK 29250N105 13,572 374,700 SH   DFND 1,2 374,700 0 0
ENEL AMERICAS SA ADR COMMON STOCK 29274F104 13,333 1,493,064 SH   DFND 1,2 1,493,064 0 0
ENSCO ROWAN PLC CL A COMMON STOCK G3166L100 12,420 3,160,250 SH   DFND 1,2 3,160,250 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 8,914 93,655 SH   DFND 1,2 93,655 0 0
EQUIFAX INC COMMON STOCK 294429105 3,966 33,470 SH   DFND 1,2 33,470 0 0
EQUINIX INC (REIT) COMMON STOCK 29444U700 3,288 7,255 SH   DFND 1,2 7,255 0 0
EQUITRANS MIDSTREAM CORP COMMON STOCK 294600101 760 34,900 SH   DFND 1,2 34,900 0 0
ESTRE AMBIENTAL INC REG S (DRS) COMMON STOCK G3206V100 216 166,920 SH   DFND 1,2 166,920 0 0
EURONET WORLDWIDE INC COMMON STOCK 298736109 2,628 18,430 SH   DFND 1,2 18,430 0 0
FACEBOOK INC CL A COMMON STOCK 30303M102 5,953 35,715 SH   DFND 1,2 35,715 0 0
GERDAU SA PN ADR COMMON STOCK 373737105 3,147 811,200 SH   DFND 1,2 811,200 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 9,750 71,415 SH   DFND 1,2 71,415 0 0
GODADDY INC CL A COMMON STOCK 380237107 13,168 175,132 SH   DFND 1,2 175,132 0 0
GOL LINHAS AEREAS INTELIGENTES SA PN ADR COMMON STOCK 38045R206 1,678 128,600 SH   DFND 1,2 128,600 0 0
GOLAR LNG LTD (USD) COMMON STOCK G9456A100 930 44,100 SH   DFND 1,2 44,100 0 0
HDFC BANK LTD ADR COMMON STOCK 40415F101 10,675 92,100 SH   DFND 1,2 92,100 0 0
HELMERICH AND PAYNE COMMON STOCK 423452101 341 6,135 SH   DFND 1,2 6,135 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 3,431 49,611 SH   DFND 1,2 49,611 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 10,079 121,279 SH   DFND 1,2 121,279 0 0
HP INC COMMON STOCK 40434L105 3,229 166,200 SH   DFND 1,2 166,200 0 0
HUAZHU GROUP LTD ADR COMMON STOCK 44332N106 9,224 218,900 SH   DFND 1,2 218,900 0 0
HUNTINGTON BANCSHARES INC COMMON STOCK 446150104 165 12,995 SH   DFND 1,2 12,995 0 0
HUTCHISON CHINA MEDITECH LTD ADR COMMON STOCK 44842L103 17,668 577,755 SH   DFND 1,2 577,755 0 0
HUYA INC ADR COMMON STOCK 44852D108 1,103 39,200 SH   DFND 1,2 39,200 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 7,386 644,470 SH   DFND 1,2 644,470 0 0
IDEX CORP COMMON STOCK 45167R104 1,246 8,212 SH   DFND 1,2 8,212 0 0
INCYTE CORP COMMON STOCK 45337C102 3,237 37,638 SH   DFND 1,2 37,638 0 0
INTEGRA LIFESCIENCES HOLDING COMMON STOCK 457985208 4,141 74,325 SH   DFND 1,2 74,325 0 0
INTEL CORP COMMON STOCK 458140100 4,774 88,895 SH   DFND 1,2 88,895 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 5,094 66,900 SH   DFND 1,2 66,900 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 427 12,036 SH   DFND 1,2 12,036 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 158 5,250 SH   DFND 1,2 5,250 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 2,597 25,653 SH   DFND 1,2 25,653 0 0
KT CORP ADR COMMON STOCK 48268K101 3,926 315,600 SH   DFND 1,2 315,600 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 3,287 53,925 SH   DFND 1,2 53,925 0 0
LOMA NEGRA CIA ADR COMMON STOCK 54150E104 4,617 421,652 SH   DFND 1,2 421,652 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 6,634 70,650 SH   DFND 1,2 70,650 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 1,649 18,100 SH   DFND 1,2 18,100 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 17,725 34,910 SH   DFND 1,2 34,910 0 0
MERCK AND CO INC COMMON STOCK 58933Y105 4,242 51,000 SH   DFND 1,2 51,000 0 0
MICROSOFT CORP COMMON STOCK 594918104 17,340 147,020 SH   DFND 1,2 147,020 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 9,115 182,600 SH   DFND 1,2 182,600 0 0
MOODYS CORP COMMON STOCK 615369105 5,460 30,150 SH   DFND 1,2 30,150 0 0
NASDAQ INC COMMON STOCK 631103108 402 4,600 SH   DFND 1,2 4,600 0 0
NETAPP INC COMMON STOCK 64110D104 236 3,400 SH   DFND 1,2 3,400 0 0
NETEASE INC ADR COMMON STOCK 64110W102 3,879 16,067 SH   DFND 1,2 16,067 0 0
NEWMONT GOLDCORP CORP COMMON STOCK 651639106 2,988 83,520 SH   DFND 1,2 83,520 0 0
NEXA RESOURCES SA COMMON STOCK L67359106 13,767 1,105,745 SH   DFND 1,2 1,105,745 0 0
NIKE INC CL B COMMON STOCK 654106103 3,606 42,821 SH   DFND 1,2 42,821 0 0
NOAH HOLDINGS LTD CL A ADR COMMON STOCK 65487X102 4,531 93,500 SH   DFND 1,2 93,500 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 8,917 162,237 SH   DFND 1,2 162,237 0 0
NUTRIEN LTD (USD) COMMON STOCK 67077M108 5,408 102,530 SH   DFND 1,2 102,530 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 4,872 73,600 SH   DFND 1,2 73,600 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 4,361 212,010 SH   DFND 1,2 212,010 0 0
PEPSICO INC COMMON STOCK 713448108 1,458 11,900 SH   DFND 1,2 11,900 0 0
PETROLEO BRASILEIRO ON ADR (PETROBRAS) COMMON STOCK 71654V408 307 19,300 SH   DFND 1,2 19,300 0 0
PETROLEO BRASILEIRO PN ADR (PETROBRAS) COMMON STOCK 71654V101 1,667 116,600 SH   DFND 1,2 116,600 0 0
PFIZER INC COMMON STOCK 717081103 1,542 36,300 SH   DFND 1,2 36,300 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 3,649 41,282 SH   DFND 1,2 41,282 0 0
PINDUODUO INC ADR COMMON STOCK 722304102 802 32,355 SH   DFND 1,2 32,355 0 0
PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 773 6,300 SH   DFND 1,2 6,300 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 1,326 12,745 SH   DFND 1,2 12,745 0 0
QUALCOMM INC COMMON STOCK 747525103 3,979 69,772 SH   DFND 1,2 69,772 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 1,080 9,422 SH   DFND 1,2 9,422 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 1,977 30,920 SH   DFND 1,2 30,920 0 0
RYANAIR HOLDINGS PLC ADR COMMON STOCK 783513203 7,925 105,750 SH   DFND 1,2 105,750 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 10,056 230,800 SH   DFND 1,2 230,800 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 13,784 188,200 SH   DFND 1,2 188,200 0 0
SEMPRA ENERGY COMMON STOCK 816851109 4,130 32,815 SH   DFND 1,2 32,815 0 0
SEMPRA ENERGY CV PFD SER A 6.0 PERCENT 01-15-21 CONV PREFRD STCK 816851406 1,022 9,665 SH   DFND 1,2 9,665 0 0
STATE STREET CORP COMMON STOCK 857477103 2,080 31,606 SH   DFND 1,2 31,606 0 0
SUNTRUST BANKS INC COMMON STOCK 867914103 1,600 27,000 SH   DFND 1,2 27,000 0 0
SVB FINANCIAL GROUP COMMON STOCK 78486Q101 2,868 12,900 SH   DFND 1,2 12,900 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 6,003 47,164 SH   DFND 1,2 47,164 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 12,124 295,986 SH   DFND 1,2 295,986 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 3,485 32,860 SH   DFND 1,2 32,860 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 11,269 24,823 SH   DFND 1,2 24,823 0 0
TRIMBLE INC COMMON STOCK 896239100 3,022 74,800 SH   DFND 1,2 74,800 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 5,084 73,300 SH   DFND 1,2 73,300 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 1,908 14,800 SH   DFND 1,2 14,800 0 0
VALE SA ON ADR COMMON STOCK 91912E105 5,641 431,907 SH   DFND 1,2 431,907 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 1,307 22,100 SH   DFND 1,2 22,100 0 0
VISA INC CL A COMMON STOCK 92826C839 14,821 94,890 SH   DFND 1,2 94,890 0 0
WALGREENS BOOTS ALLIANCE INC COMMON STOCK 931427108 4,448 70,300 SH   DFND 1,2 70,300 0 0
WEATHERFORD INTERNATIONAL PLC COMMON STOCK G48833100 2,530 3,625,100 SH   DFND 1,2 3,625,100 0 0
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (DBA WABTEC CORP) COMMON STOCK 929740108 2,968 40,260 SH   DFND 1,2 40,260 0 0
WILLIAMS COMPANIES INC (THE) COMMON STOCK 969457100 1,488 51,820 SH   DFND 1,2 51,820 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 2,247 18,830 SH   DFND 1,2 18,830 0 0
YANDEX NV A COMMON STOCK N97284108 13,738 400,051 SH   DFND 1,2 400,051 0 0
YUM! BRANDS INC COMMON STOCK 988498101 2,106 21,100 SH   DFND 1,2 21,100 0 0