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
51JOB INC SPONSORED ADS 316827104 1,269 16,299 SH   DFND 2 16,299 0 0
58 COM INC SPON ADR REP A 31680Q104 268,840 4,093,181 SH   DFND 2 4,093,181 0 0
58 COM INC SPON ADR REP A 31680Q104 15,026 228,777 SH   DFND 1 228,777 0 0
ADOBE INC COM 00724F101 4,144 15,550 SH   DFND 2 15,550 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 115,807 634,731 SH   DFND 2 634,731 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,241 34,204 SH   DFND 1 34,204 0 0
ALLERGAN PLC SHS G0177J108 18,111 123,700 SH   DFND 2 123,700 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 11,789 126,150 SH   DFND 2 126,150 0 0
ALPHABET INC CAP STK CL C 02079K107 14,731 12,555 SH   DFND 2 12,555 0 0
ALPHABET INC CAP STK CL A 02079K305 51,382 43,659 SH   DFND 2 43,659 0 0
ALTABA INC COM 021346101 14,502 195,650 SH   DFND 2 195,650 0 0
ALTICE USA INC CL A 02156K103 24,059 1,120,085 SH   DFND 2 1,120,085 0 0
ALTRIA GROUP INC COM 02209S103 7,031 122,427 SH   DFND 2 122,427 0 0
AMAZON COM INC COM 023135106 20,995 11,790 SH   DFND 2 11,790 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 16,495 519,361 SH   DFND 2 519,361 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 3,355 39,950 SH   DFND 2 39,950 0 0
ANTHEM INC COM 036752103 17,007 59,261 SH   DFND 2 59,261 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 233 8,253 SH   DFND 2 8,253 0 0
APPLE INC COM 037833100 6,943 36,552 SH   DFND 2 36,552 0 0
APPLIED MATLS INC COM 038222105 4,493 113,289 SH   DFND 2 113,289 0 0
ARCONIC INC COM 03965L100 1,217 63,685 SH   DFND 2 63,685 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 1,332 33,520 SH   DFND 2 33,520 0 0
AVALARA INC COM 05338G106 4,356 78,070 SH   DFND 2 78,070 0 0
BANK AMER CORP COM 060505104 5,759 208,748 SH   DFND 2 208,748 0 0
BLACKLINE INC COM 09239B109 1,812 39,112 SH   DFND 2 39,112 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 40,698 1,163,788 SH   DFND 2 1,163,788 0 0
BOOKING HLDGS INC COM 09857L108 6,563 3,761 SH   DFND 2 3,761 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 4,177 100,130 SH   DFND 2 100,130 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,714 202,168 SH   DFND 2 202,168 0 0
BURLINGTON STORES INC COM 122017106 4,411 28,150 SH   DFND 2 28,150 0 0
CANADIAN PAC RY LTD COM 13645T100 1,670 8,105 SH   DFND 2 8,105 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 12,237 669,408 SH   DFND 2 669,408 0 0
CBS CORP NEW CL B 124857202 8,161 171,701 SH   DFND 2 171,701 0 0
CENTENE CORP DEL COM 15135B101 4,365 82,199 SH   DFND 2 82,199 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 40,662 117,213 SH   DFND 2 117,213 0 0
CITIGROUP INC COM NEW 172967424 22,057 354,501 SH   DFND 2 354,501 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 118,320 1,633,120 SH   DFND 2 1,633,120 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,130 98,410 SH   DFND 1 98,410 0 0
COMMSCOPE HLDG CO INC COM 20337X109 8,912 410,130 SH   DFND 2 410,130 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 52,867 2,270,911 SH   DFND 2 2,270,911 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 3,236 139,002 SH   DFND 1 139,002 0 0
CONSTELLATION BRANDS INC CL A 21036P108 306 1,743 SH   DFND 2 1,743 0 0
CORPORACION AMER ARPTS S A COM L1995B107 229 27,673 SH   DFND 2 27,673 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 82,193 1,881,273 SH   DFND 2 1,881,273 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 4,631 106,001 SH   DFND 1 106,001 0 0
CVS HEALTH CORP COM 126650100 10,351 191,943 SH   DFND 2 191,943 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 20,324 393,494 SH   DFND 2 393,494 0 0
DESPEGAR COM CORP ORD SHS G27358103 254 17,015 SH   DFND 2 17,015 0 0
DISCOVER FINL SVCS COM 254709108 9,050 127,182 SH   DFND 2 127,182 0 0
DISNEY WALT CO COM DISNEY 254687106 1,074 9,672 SH   DFND 2 9,672 0 0
DOWDUPONT INC COM 26078J100 9,395 176,240 SH   DFND 2 176,240 0 0
DXC TECHNOLOGY CO COM 23355L106 14,026 218,100 SH   DFND 2 218,100 0 0
EAGLE MATERIALS INC COM 26969P108 6,569 77,930 SH   DFND 2 77,930 0 0
ELLIE MAE INC COM 28849P100 1,699 17,211 SH   DFND 2 17,211 0 0
FACEBOOK INC CL A 30303M102 39,762 238,536 SH   DFND 2 238,536 0 0
FISERV INC COM 337738108 11,794 133,600 SH   DFND 2 133,600 0 0
FIVE9 INC COM 338307101 3,988 75,492 SH   DFND 2 75,492 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,340 9,490 SH   DFND 2 9,490 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 80,065 867,630 SH   DFND 2 867,630 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 4,843 52,478 SH   DFND 1 52,478 0 0
FOX CORP CL B COM 35137L204 498 13,881 SH   DFND 2 13,881 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 14,562 75,846 SH   DFND 2 75,846 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 4,225 334,540 SH   DFND 2 334,540 0 0
GRUBHUB INC COM 400110102 5,632 81,070 SH   DFND 2 81,070 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 111,673 963,445 SH   DFND 2 963,445 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 5,578 48,124 SH   DFND 1 48,124 0 0
HILTON GRAND VACATIONS INC COM 43283X105 894 28,994 SH   DFND 2 28,994 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,341 16,130 SH   DFND 2 16,130 0 0
INFOSYS LTD SPONSORED ADR 456788108 321 29,411 SH   DFND 2 29,411 0 0
INPHI CORP COM 45772F107 1,308 29,910 SH   DFND 2 29,910 0 0
INTEL CORP COM 458140100 2,806 52,250 SH   DFND 2 52,250 0 0
INVITATION HOMES INC COM 46187W107 2,784 114,431 SH   DFND 2 114,431 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 217 24,597 SH   DFND 2 24,597 0 0
JD COM INC SPON ADR CL A 47215P106 10,617 352,153 SH   DFND 1 352,153 0 0
JD COM INC SPON ADR CL A 47215P106 189,806 6,295,397 SH   DFND 2 6,295,397 0 0
JPMORGAN CHASE & CO COM 46625H100 7,772 76,772 SH   DFND 2 76,772 0 0
KIMCO RLTY CORP COM 49446R109 5,744 310,511 SH   DFND 2 310,511 0 0
KINDER MORGAN INC DEL COM 49456B101 2,695 134,692 SH   DFND 2 134,692 0 0
KITE RLTY GROUP TR COM NEW 49803T300 6,334 396,137 SH   DFND 2 396,137 0 0
KKR & CO INC CL A 48251W104 3,827 162,900 SH   DFND 2 162,900 0 0
L BRANDS INC COM 501797104 16,339 592,411 SH   DFND 2 592,411 0 0
LAS VEGAS SANDS CORP COM 517834107 4,367 71,630 SH   DFND 2 71,630 0 0
LINE CORP SPONSORED ADR 53567X101 5,275 149,818 SH   DFND 2 149,818 0 0
LOWES COS INC COM 548661107 11,753 107,360 SH   DFND 2 107,360 0 0
MACERICH CO COM 554382101 4,220 97,340 SH   DFND 2 97,340 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 592 21,433 SH   DFND 2 21,433 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 1,598 17,094 SH   DFND 2 17,094 0 0
MEDICINES CO COM 584688105 4,251 152,100 SH   DFND 2 152,100 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 74,239 3,286,378 SH   DFND 2 3,286,378 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 4,168 184,527 SH   DFND 1 184,527 0 0
MERCADOLIBRE INC COM 58733R102 2,255 4,441 SH   DFND 1 4,441 0 0
MERCADOLIBRE INC COM 58733R102 37,459 73,778 SH   DFND 2 73,778 0 0
MICHAELS COS INC COM 59408Q106 1,152 100,894 SH   DFND 2 100,894 0 0
MICRON TECHNOLOGY INC COM 595112103 3,836 92,814 SH   DFND 2 92,814 0 0
MICROSOFT CORP COM 594918104 18,968 160,829 SH   DFND 2 160,829 0 0
MOHAWK INDS INC COM 608190104 5,373 42,594 SH   DFND 2 42,594 0 0
MONDELEZ INTL INC CL A 609207105 15,782 316,142 SH   DFND 2 316,142 0 0
MORGAN STANLEY COM NEW 617446448 5,529 131,024 SH   DFND 2 131,024 0 0
NETEASE INC SPONSORED ADR 64110W102 50,664 209,831 SH   DFND 2 209,831 0 0
NETEASE INC SPONSORED ADR 64110W102 2,469 10,224 SH   DFND 1 10,224 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 111,166 1,233,940 SH   DFND 2 1,233,940 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 6,644 73,744 SH   DFND 1 73,744 0 0
NIKE INC CL B 654106103 5,382 63,910 SH   DFND 2 63,910 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 66,327 1,368,702 SH   DFND 2 1,368,702 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 3,973 81,987 SH   DFND 1 81,987 0 0
OWENS CORNING NEW COM 690742101 2,737 58,080 SH   DFND 2 58,080 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 6,449 216,063 SH   DFND 2 216,063 0 0
PALO ALTO NETWORKS INC COM 697435105 6,352 26,153 SH   DFND 2 26,153 0 0
PAYPAL HLDGS INC COM 70450Y103 4,591 44,209 SH   DFND 2 44,209 0 0
PERSPECTA INC COM 715347100 6,448 318,890 SH   DFND 2 318,890 0 0
PHILIP MORRIS INTL INC COM 718172109 159,762 1,807,462 SH   DFND 2 1,807,462 0 0
PHILIP MORRIS INTL INC COM 718172109 8,385 94,860 SH   DFND 1 94,860 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,175 85,658 SH   DFND 2 85,658 0 0
PROOFPOINT INC COM 743424103 4,679 38,530 SH   DFND 2 38,530 0 0
Q2 HLDGS INC COM 74736L109 2,176 31,411 SH   DFND 2 31,411 0 0
REALOGY HLDGS CORP COM 75605Y106 8,207 719,870 SH   DFND 2 719,870 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 4,594 70,550 SH   DFND 2 70,550 0 0
SERVICENOW INC COM 81762P102 3,204 13,000 SH   DFND 2 13,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 5,934 32,568 SH   DFND 2 32,568 0 0
SKECHERS U S A INC CL A 830566105 6,508 193,618 SH   DFND 2 193,618 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 19,743 142,243 SH   DFND 2 142,243 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,756 90,380 SH   DFND 2 90,380 0 0
SYNOPSYS INC COM 871607107 2,211 19,200 SH   DFND 2 19,200 0 0
T MOBILE US INC COM 872590104 9,320 134,880 SH   DFND 2 134,880 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 81,482 1,989,312 SH   DFND 2 1,989,312 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,470 109,126 SH   DFND 1 109,126 0 0
TARGET CORP COM 87612E106 3,755 46,786 SH   DFND 2 46,786 0 0
TAUBMAN CTRS INC COM 876664103 7,096 134,194 SH   DFND 2 134,194 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,484 25,740 SH   DFND 2 25,740 0 0
TEXAS INSTRS INC COM 882508104 4,299 40,533 SH   DFND 2 40,533 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 1,317 30,790 SH   DFND 2 30,790 0 0
TRANSDIGM GROUP INC COM 893641100 7,881 17,360 SH   DFND 2 17,360 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 516 39,188 SH   DFND 2 39,188 0 0
TWITTER INC COM 90184L102 10,742 326,695 SH   DFND 2 326,695 0 0
UNION PACIFIC CORP COM 907818108 3,115 18,632 SH   DFND 2 18,632 0 0
UNITED CONTL HLDGS INC COM 910047109 11,724 146,953 SH   DFND 2 146,953 0 0
US FOODS HLDG CORP COM 912008109 4,627 132,530 SH   DFND 2 132,530 0 0
VARONIS SYS INC COM 922280102 2,090 35,045 SH   DFND 2 35,045 0 0
VISA INC COM CL A 92826C839 254 1,624 SH   DFND 2 1,624 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,243 98,673 SH   DFND 2 98,673 0 0
WASTE CONNECTIONS INC COM 94106B101 2,936 33,140 SH   DFND 2 33,140 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 4,667 115,251 SH   DFND 2 115,251 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,441 128,843 SH   DFND 2 128,843 0 0
WYNN RESORTS LTD COM 983134107 4,200 35,200 SH   DFND 2 35,200 0 0
YANDEX N V SHS CLASS A N97284108 113,379 3,301,656 SH   DFND 2 3,301,656 0 0
YANDEX N V SHS CLASS A N97284108 6,777 197,338 SH   DFND 1 197,338 0 0
YUM CHINA HLDGS INC COM 98850P109 1,442 32,110 SH   DFND 1 32,110 0 0
YUM CHINA HLDGS INC COM 98850P109 26,508 590,244 SH   DFND 2 590,244 0 0