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 32,282 427,573 SH   DFND 2 427,573 0 0
51JOB INC SPONSORED ADS 316827104 1,749 23,165 SH   DFND 1 23,165 0 0
58 COM INC SPON ADR REP A 31680Q104 14,673 236,015 SH   DFND 1 236,015 0 0
58 COM INC SPON ADR REP A 31680Q104 244,106 3,926,432 SH   DFND 2 3,926,432 0 0
ABBVIE INC COM 00287Y109 6,569 90,335 SH   DFND 2 90,335 0 0
ADOBE INC COM 00724F101 1,373 4,660 SH   DFND 2 4,660 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 206,564 1,219,027 SH   DFND 2 1,219,027 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,405 73,205 SH   DFND 1 73,205 0 0
ALLERGAN PLC SHS G0177J108 9,067 54,151 SH   DFND 2 54,151 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 13,033 179,610 SH   DFND 2 179,610 0 0
ALPHABET INC CAP STK CL A 02079K305 47,536 43,901 SH   DFND 2 43,901 0 0
ALPHABET INC CAP STK CL C 02079K107 16,125 14,918 SH   DFND 2 14,918 0 0
ALTABA INC COM 021346101 14,590 210,318 SH   DFND 2 210,318 0 0
ALTICE USA INC CL A 02156K103 25,360 1,041,486 SH   DFND 2 1,041,486 0 0
AMAZON COM INC COM 023135106 23,028 12,161 SH   DFND 2 12,161 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 18,068 554,062 SH   DFND 2 554,062 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1,610 18,190 SH   DFND 2 18,190 0 0
ANTHEM INC COM 036752103 15,407 54,594 SH   DFND 2 54,594 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 283 8,253 SH   DFND 2 8,253 0 0
APPLIED MATLS INC COM 038222105 2,793 62,197 SH   DFND 2 62,197 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 1,851 92,050 SH   DFND 2 92,050 0 0
AVIS BUDGET GROUP INC COM 053774105 3,669 104,365 SH   DFND 2 104,365 0 0
BLACKLINE INC COM 09239B109 1,324 24,738 SH   DFND 2 24,738 0 0
BOOKING HLDGS INC COM 09857L108 15,399 8,214 SH   DFND 2 8,214 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 3,362 96,420 SH   DFND 2 96,420 0 0
CANADIAN PAC RY LTD COM 13645T100 1,907 8,105 SH   DFND 2 8,105 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 15,997 707,516 SH   DFND 2 707,516 0 0
CBS CORP NEW CL B 124857202 8,775 175,848 SH   DFND 2 175,848 0 0
CENTENE CORP DEL COM 15135B101 9,332 177,949 SH   DFND 2 177,949 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 48,847 123,606 SH   DFND 2 123,606 0 0
CIGNA CORP NEW COM 125523100 5,304 33,664 SH   DFND 2 33,664 0 0
CITIGROUP INC COM NEW 172967424 19,484 278,220 SH   DFND 2 278,220 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,390 53,478 SH   DFND 1 53,478 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 52,551 829,006 SH   DFND 2 829,006 0 0
COMMSCOPE HLDG CO INC COM 20337X109 9,182 583,750 SH   DFND 2 583,750 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 63,339 2,587,382 SH   DFND 2 2,587,382 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 4,097 167,353 SH   DFND 1 167,353 0 0
CONSTELLATION BRANDS INC CL A 21036P108 323 1,638 SH   DFND 2 1,638 0 0
CORTEVA INC COM 22052L104 1,890 63,910 SH   DFND 2 63,910 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 4,961 134,420 SH   DFND 1 134,420 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 80,553 2,182,420 SH   DFND 2 2,182,420 0 0
CVS HEALTH CORP COM 126650100 10,298 188,987 SH   DFND 2 188,987 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,066 388,822 SH   DFND 2 388,822 0 0
DESPEGAR COM CORP ORD SHS G27358103 236 17,015 SH   DFND 2 17,015 0 0
DISCOVER FINL SVCS COM 254709108 9,722 125,303 SH   DFND 2 125,303 0 0
DISNEY WALT CO COM DISNEY 254687106 1,131 8,097 SH   DFND 2 8,097 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,813 50,790 SH   DFND 2 50,790 0 0
DXC TECHNOLOGY CO COM 23355L106 16,854 305,610 SH   DFND 2 305,610 0 0
EAGLE MATERIALS INC COM 26969P108 1,342 14,480 SH   DFND 2 14,480 0 0
EDGEWELL PERS CARE CO COM 28035Q102 891 33,072 SH   DFND 2 33,072 0 0
FACEBOOK INC CL A 30303M102 28,505 147,695 SH   DFND 2 147,695 0 0
FISERV INC COM 337738108 16,234 178,084 SH   DFND 2 178,084 0 0
FIVE9 INC COM 338307101 4,699 91,624 SH   DFND 2 91,624 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 92,698 958,124 SH   DFND 2 958,124 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,012 62,136 SH   DFND 1 62,136 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 15,461 75,569 SH   DFND 2 75,569 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,953 139,700 SH   DFND 2 139,700 0 0
GRUBHUB INC COM 400110102 9,023 115,700 SH   DFND 2 115,700 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 7,733 59,464 SH   DFND 1 59,464 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 131,231 1,009,160 SH   DFND 2 1,009,160 0 0
HILTON GRAND VACATIONS INC COM 43283X105 883 27,744 SH   DFND 2 27,744 0 0
HUMANA INC COM 444859102 17,428 65,690 SH   DFND 2 65,690 0 0
INFOSYS LTD SPONSORED ADR 456788108 607 56,761 SH   DFND 2 56,761 0 0
INVITATION HOMES INC COM 46187W107 3,059 114,431 SH   DFND 2 114,431 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 140 14,885 SH   DFND 2 14,885 0 0
JD COM INC SPON ADR CL A 47215P106 10,909 360,149 SH   DFND 1 360,149 0 0
JD COM INC SPON ADR CL A 47215P106 178,610 5,896,658 SH   DFND 2 5,896,658 0 0
JPMORGAN CHASE & CO COM 46625H100 1,103 9,868 SH   DFND 2 9,868 0 0
KAR AUCTION SVCS INC COM 48238T109 2,124 84,950 SH   DFND 2 84,950 0 0
KINDER MORGAN INC DEL COM 49456B101 2,691 128,902 SH   DFND 2 128,902 0 0
KKR & CO INC CL A 48251W104 2,215 87,670 SH   DFND 2 87,670 0 0
L BRANDS INC COM 501797104 15,231 583,570 SH   DFND 2 583,570 0 0
LAM RESEARCH CORP COM 512807108 5,078 27,032 SH   DFND 2 27,032 0 0
LAS VEGAS SANDS CORP COM 517834107 2,762 46,750 SH   DFND 2 46,750 0 0
LINE CORP SPONSORED ADR 53567X101 3,712 131,899 SH   DFND 2 131,899 0 0
LOWES COS INC COM 548661107 6,712 66,510 SH   DFND 2 66,510 0 0
MACERICH CO COM 554382101 2,909 86,864 SH   DFND 2 86,864 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 723 29,166 SH   DFND 2 29,166 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 1,215 12,599 SH   DFND 2 12,599 0 0
MEDICINES CO COM 584688105 4,807 131,810 SH   DFND 2 131,810 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 79,496 3,660,031 SH   DFND 2 3,660,031 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 4,873 224,343 SH   DFND 1 224,343 0 0
MERCADOLIBRE INC COM 58733R102 2,305 3,768 SH   DFND 1 3,768 0 0
MERCADOLIBRE INC COM 58733R102 34,871 57,000 SH   DFND 2 57,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,442 190,480 SH   DFND 2 190,480 0 0
MICHAELS COS INC COM 59408Q106 130 14,888 SH   DFND 2 14,888 0 0
MICRON TECHNOLOGY INC COM 595112103 2,310 59,852 SH   DFND 2 59,852 0 0
MICROSOFT CORP COM 594918104 12,917 96,428 SH   DFND 2 96,428 0 0
MOHAWK INDS INC COM 608190104 7,787 52,805 SH   DFND 2 52,805 0 0
MONDELEZ INTL INC CL A 609207105 13,110 243,224 SH   DFND 2 243,224 0 0
MORGAN STANLEY COM NEW 617446448 5,653 129,037 SH   DFND 2 129,037 0 0
NETEASE INC SPONSORED ADR 64110W102 2,918 11,410 SH   DFND 1 11,410 0 0
NETEASE INC SPONSORED ADR 64110W102 52,820 206,515 SH   DFND 2 206,515 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 10,406 107,744 SH   DFND 1 107,744 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 161,277 1,669,879 SH   DFND 2 1,669,879 0 0
NIKE INC CL B 654106103 2,709 32,270 SH   DFND 2 32,270 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 3,536 83,107 SH   DFND 1 83,107 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 54,506 1,280,988 SH   DFND 2 1,280,988 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,847 53,077 SH   DFND 2 53,077 0 0
OWENS CORNING NEW COM 690742101 8,694 149,380 SH   DFND 2 149,380 0 0
PALO ALTO NETWORKS INC COM 697435105 6,115 30,013 SH   DFND 2 30,013 0 0
PERSPECTA INC COM 715347100 7,423 317,100 SH   DFND 2 317,100 0 0
PHILIP MORRIS INTL INC COM 718172109 8,988 114,447 SH   DFND 1 114,447 0 0
PHILIP MORRIS INTL INC COM 718172109 157,921 2,010,962 SH   DFND 2 2,010,962 0 0
PROCTER AND GAMBLE CO COM 742718109 1,535 13,998 SH   DFND 2 13,998 0 0
PROGRESSIVE CORP OHIO COM 743315103 287 3,589 SH   DFND 2 3,589 0 0
PROOFPOINT INC COM 743424103 6,063 50,423 SH   DFND 2 50,423 0 0
Q2 HLDGS INC COM 74736L109 3,708 48,561 SH   DFND 2 48,561 0 0
REALOGY HLDGS CORP COM 75605Y106 6,314 872,042 SH   DFND 2 872,042 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 5,522 79,403 SH   DFND 2 79,403 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3,111 25,665 SH   DFND 2 25,665 0 0
SERVICENOW INC COM 81762P102 3,569 13,000 SH   DFND 2 13,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 4,401 27,548 SH   DFND 2 27,548 0 0
SKECHERS U S A INC CL A 830566105 6,307 200,274 SH   DFND 2 200,274 0 0
SPIRIT AIRLS INC COM 848577102 1,443 30,228 SH   DFND 2 30,228 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 26,414 180,643 SH   DFND 2 180,643 0 0
STONECO LTD COM CL A G85158106 3,274 110,670 SH   DFND 2 110,670 0 0
SYNOPSYS INC COM 871607107 1,507 11,710 SH   DFND 2 11,710 0 0
T MOBILE US INC COM 872590104 10,608 143,080 SH   DFND 2 143,080 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,350 85,536 SH   DFND 1 85,536 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 60,927 1,555,460 SH   DFND 2 1,555,460 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 325 18,360 SH   DFND 2 18,360 0 0
TARGET CORP COM 87612E106 3,878 44,776 SH   DFND 2 44,776 0 0
TAUBMAN CTRS INC COM 876664103 2,304 56,421 SH   DFND 2 56,421 0 0
TEXAS INSTRS INC COM 882508104 4,652 40,533 SH   DFND 2 40,533 0 0
TIFFANY & CO NEW COM 886547108 1,617 17,269 SH   DFND 2 17,269 0 0
TRANSDIGM GROUP INC COM 893641100 6,077 12,561 SH   DFND 2 12,561 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 445 30,784 SH   DFND 2 30,784 0 0
TWITTER INC COM 90184L102 7,683 220,140 SH   DFND 2 220,140 0 0
UNION PACIFIC CORP COM 907818108 3,151 18,632 SH   DFND 2 18,632 0 0
UNITED CONTL HLDGS INC COM 910047109 14,309 163,437 SH   DFND 2 163,437 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,730 35,776 SH   DFND 2 35,776 0 0
VARONIS SYS INC COM 922280102 2,241 36,181 SH   DFND 2 36,181 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,313 97,191 SH   DFND 2 97,191 0 0
WESTLAKE CHEM CORP COM 960413102 697 10,040 SH   DFND 2 10,040 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 4,900 111,627 SH   DFND 2 111,627 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 7,173 128,683 SH   DFND 2 128,683 0 0
WYNN RESORTS LTD COM 983134107 1,376 11,100 SH   DFND 2 11,100 0 0
YANDEX N V SHS CLASS A N97284108 7,192 189,274 SH   DFND 1 189,274 0 0
YANDEX N V SHS CLASS A N97284108 109,947 2,893,351 SH   DFND 2 2,893,351 0 0
YUM CHINA HLDGS INC COM 98850P109 37,861 819,497 SH   DFND 2 819,497 0 0
YUM CHINA HLDGS INC COM 98850P109 2,214 47,927 SH   DFND 1 47,927 0 0