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 36,268 427,185 SH   DFND 2 427,185 0 0
51JOB INC SPONSORED ADS 316827104 2,228 26,238 SH   DFND 1 26,238 0 0
58 COM INC SPON ADR REP A 31680Q104 14,948 230,933 SH   DFND 1 230,933 0 0
58 COM INC SPON ADR REP A 31680Q104 259,909 4,015,279 SH   DFND 2 4,015,279 0 0
ABBVIE INC COM 00287Y109 10,252 115,787 SH   DFND 2 115,787 0 0
ADOBE INC COM 00724F101 1,909 5,788 SH   DFND 2 5,788 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,313 8,201 SH   DFND 2 8,201 0 0
AGCO CORP COM 001084102 2,541 32,892 SH   DFND 2 32,892 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,609 59,447 SH   DFND 1 59,447 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 242,269 1,142,239 SH   DFND 2 1,142,239 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 11,304 98,147 SH   DFND 2 98,147 0 0
ALPHABET INC CAP STK CL A 02079K305 47,183 35,227 SH   DFND 2 35,227 0 0
ALPHABET INC CAP STK CL C 02079K107 18,310 13,695 SH   DFND 2 13,695 0 0
ALTICE USA INC CL A 02156K103 3,089 112,976 SH   DFND 2 112,976 0 0
AMAZON COM INC COM 023135106 24,072 13,027 SH   DFND 2 13,027 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 12,712 443,224 SH   DFND 2 443,224 0 0
AMERICAN EXPRESS CO COM 025816109 2,551 20,492 SH   DFND 2 20,492 0 0
ANALOG DEVICES INC COM 032654105 3,798 31,955 SH   DFND 2 31,955 0 0
ANTHEM INC COM 036752103 22,728 75,251 SH   DFND 2 75,251 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 6,389 133,912 SH   DFND 2 133,912 0 0
APPLIED MATLS INC COM 038222105 7,251 118,794 SH   DFND 2 118,794 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 3,264 198,166 SH   DFND 2 198,166 0 0
AVANTOR INC COM 05352A100 2,890 159,237 SH   DFND 2 159,237 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 15,968 285,455 SH   DFND 2 285,455 0 0
BOOKING HLDGS INC COM 09857L108 4,508 2,195 SH   DFND 2 2,195 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 4,371 102,946 SH   DFND 2 102,946 0 0
CANADIAN PAC RY LTD COM 13645T100 14,645 57,442 SH   DFND 2 57,442 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 16,972 444,869 SH   DFND 2 444,869 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 2,515 78,386 SH   DFND 2 78,386 0 0
CENTENE CORP DEL COM 15135B101 8,661 137,753 SH   DFND 2 137,753 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 40,828 84,168 SH   DFND 2 84,168 0 0
CITIGROUP INC COM NEW 172967424 15,761 197,281 SH   DFND 2 197,281 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,691 43,395 SH   DFND 2 43,395 0 0
COMCAST CORP NEW CL A 20030N101 2,314 51,467 SH   DFND 2 51,467 0 0
COMMSCOPE HLDG CO INC COM 20337X109 16,111 1,135,370 SH   DFND 2 1,135,370 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 111,766 5,110,488 SH   DFND 2 5,110,488 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 6,929 316,838 SH   DFND 1 316,838 0 0
CONSTELLATION BRANDS INC CL A 21036P108 631 3,326 SH   DFND 2 3,326 0 0
CROWN HOLDINGS INC COM 228368106 8,785 121,107 SH   DFND 2 121,107 0 0
CVS HEALTH CORP COM 126650100 1,615 21,735 SH   DFND 2 21,735 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 17,147 293,204 SH   DFND 2 293,204 0 0
DESPEGAR COM CORP ORD SHS G27358103 306 22,672 SH   DFND 2 22,672 0 0
DOLLAR TREE INC COM 256746108 2,753 29,273 SH   DFND 2 29,273 0 0
DUPONT DE NEMOURS INC COM 26614N102 18,909 294,538 SH   DFND 2 294,538 0 0
DXC TECHNOLOGY CO COM 23355L106 14,620 388,935 SH   DFND 2 388,935 0 0
EDGEWELL PERS CARE CO COM 28035Q102 3,371 108,891 SH   DFND 2 108,891 0 0
FACEBOOK INC CL A 30303M102 21,318 103,866 SH   DFND 2 103,866 0 0
FARFETCH LTD ORD SH CL A 30744W107 9,329 901,358 SH   DFND 2 901,358 0 0
FISERV INC COM 337738108 12,344 106,754 SH   DFND 2 106,754 0 0
FIVE BELOW INC COM 33829M101 596 4,660 SH   DFND 2 4,660 0 0
FIVE9 INC COM 338307101 6,377 97,243 SH   DFND 2 97,243 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 5,529 19,216 SH   DFND 2 19,216 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 9,735 103,008 SH   DFND 1 103,008 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 153,455 1,623,687 SH   DFND 2 1,623,687 0 0
FRONTDOOR INC COM 35905A109 1,896 39,986 SH   DFND 2 39,986 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,249 31,529 SH   DFND 2 31,529 0 0
GRUBHUB INC COM 400110102 2,925 60,138 SH   DFND 2 60,138 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 8,001 126,256 SH   DFND 1 126,256 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 139,662 2,203,907 SH   DFND 2 2,203,907 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,091 9,836 SH   DFND 2 9,836 0 0
HUMANA INC COM 444859102 6,888 18,793 SH   DFND 2 18,793 0 0
HYATT HOTELS CORP COM CL A 448579102 1,513 16,870 SH   DFND 2 16,870 0 0
INTEL CORP COM 458140100 1,014 16,938 SH   DFND 2 16,938 0 0
INVITATION HOMES INC COM 46187W107 3,429 114,431 SH   DFND 2 114,431 0 0
JD COM INC SPON ADR CL A 47215P106 8,606 244,288 SH   DFND 1 244,288 0 0
JD COM INC SPON ADR CL A 47215P106 148,956 4,228,099 SH   DFND 2 4,228,099 0 0
KKR & CO INC CL A 48251W104 1,385 47,487 SH   DFND 2 47,487 0 0
LAM RESEARCH CORP COM 512807108 6,339 21,678 SH   DFND 2 21,678 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 5,128 111,564 SH   DFND 2 111,564 0 0
LINE CORP SPONSORED ADR 53567X101 590 12,040 SH   DFND 2 12,040 0 0
LOWES COS INC COM 548661107 7,030 58,699 SH   DFND 2 58,699 0 0
MACERICH CO COM 554382101 2,338 86,864 SH   DFND 2 86,864 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 2,606 113,800 SH   DFND 1 113,800 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 40,897 1,785,892 SH   DFND 2 1,785,892 0 0
MEDICINES CO COM 584688105 8,628 101,580 SH   DFND 2 101,580 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 4,251 175,861 SH   DFND 1 175,861 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 69,949 2,894,043 SH   DFND 2 2,894,043 0 0
MERCADOLIBRE INC COM 58733R102 2,268 3,965 SH   DFND 1 3,965 0 0
MERCADOLIBRE INC COM 58733R102 35,386 61,871 SH   DFND 2 61,871 0 0
MICHAELS COS INC COM 59408Q106 120 14,888 SH   DFND 2 14,888 0 0
MICRON TECHNOLOGY INC COM 595112103 3,945 73,356 SH   DFND 2 73,356 0 0
MICROSOFT CORP COM 594918104 16,574 105,097 SH   DFND 2 105,097 0 0
MONDELEZ INTL INC CL A 609207105 15,780 286,492 SH   DFND 2 286,492 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 14,394 226,505 SH   DFND 2 226,505 0 0
MORGAN STANLEY COM NEW 617446448 10,251 200,521 SH   DFND 2 200,521 0 0
NEKTAR THERAPEUTICS COM 640268108 2,398 111,101 SH   DFND 2 111,101 0 0
NETEASE INC SPONSORED ADS 64110W102 3,901 12,723 SH   DFND 1 12,723 0 0
NETEASE INC SPONSORED ADS 64110W102 68,736 224,157 SH   DFND 2 224,157 0 0
NETFLIX INC COM 64110L106 19,122 59,098 SH   DFND 2 59,098 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 70,167 578,696 SH   DFND 2 578,696 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 4,398 36,270 SH   DFND 1 36,270 0 0
NIKE INC CL B 654106103 250 2,464 SH   DFND 2 2,464 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 3,188 90,129 SH   DFND 1 90,129 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 50,716 1,433,880 SH   DFND 2 1,433,880 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,111 36,134 SH   DFND 2 36,134 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 276 8,087 SH   DFND 2 8,087 0 0
PALO ALTO NETWORKS INC COM 697435105 8,066 34,878 SH   DFND 2 34,878 0 0
PAYPAL HLDGS INC COM 70450Y103 874 8,082 SH   DFND 2 8,082 0 0
PERSPECTA INC COM 715347100 6,158 232,913 SH   DFND 2 232,913 0 0
PHILIP MORRIS INTL INC COM 718172109 139,054 1,634,199 SH   DFND 2 1,634,199 0 0
PHILIP MORRIS INTL INC COM 718172109 7,398 86,942 SH   DFND 1 86,942 0 0
PINTEREST INC CL A 72352L106 1,008 54,059 SH   DFND 2 54,059 0 0
PROCTER & GAMBLE CO COM 742718109 2,956 23,663 SH   DFND 2 23,663 0 0
PROOFPOINT INC COM 743424103 6,161 53,679 SH   DFND 2 53,679 0 0
PROS HOLDINGS INC COM 74346Y103 5,748 95,925 SH   DFND 2 95,925 0 0
Q2 HLDGS INC COM 74736L109 6,542 80,684 SH   DFND 2 80,684 0 0
REALOGY HLDGS CORP COM 75605Y106 8,441 872,042 SH   DFND 2 872,042 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 7,420 116,350 SH   DFND 2 116,350 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,249 46,809 SH   DFND 2 46,809 0 0
SALESFORCE COM INC COM 79466L302 10,889 66,954 SH   DFND 2 66,954 0 0
SIMON PPTY GROUP INC NEW COM 828806109 7,842 52,644 SH   DFND 2 52,644 0 0
SKECHERS U S A INC CL A 830566105 7,782 180,171 SH   DFND 2 180,171 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 559 24,870 SH   DFND 2 24,870 0 0
SMARTSHEET INC COM CL A 83200N103 5,688 126,632 SH   DFND 2 126,632 0 0
SOUTHWEST AIRLS CO COM 844741108 1,249 23,140 SH   DFND 2 23,140 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 33,136 221,573 SH   DFND 2 221,573 0 0
STONECO LTD COM CL A G85158106 7,330 183,762 SH   DFND 2 183,762 0 0
SYNAPTICS INC COM 87157D109 1,587 24,136 SH   DFND 2 24,136 0 0
T MOBILE US INC COM 872590104 8,945 114,061 SH   DFND 2 114,061 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,064 52,741 SH   DFND 1 52,741 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 57,179 984,151 SH   DFND 2 984,151 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 636 32,215 SH   DFND 2 32,215 0 0
TAUBMAN CTRS INC COM 876664103 1,754 56,421 SH   DFND 2 56,421 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 53,787 4,581,501 SH   DFND 2 4,581,501 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 3,489 297,219 SH   DFND 1 297,219 0 0
TEXAS INSTRS INC COM 882508104 3,849 30,002 SH   DFND 2 30,002 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 180 25,085 SH   DFND 2 25,085 0 0
TRIP COM GROUP LTD ADS 89677Q107 5,436 162,067 SH   DFND 1 162,067 0 0
TRIP COM GROUP LTD ADS 89677Q107 91,394 2,724,921 SH   DFND 2 2,724,921 0 0
TWITTER INC COM 90184L102 6,305 196,715 SH   DFND 2 196,715 0 0
UNION PACIFIC CORP COM 907818108 14,174 78,399 SH   DFND 2 78,399 0 0
UNITED AIRLINES HLDGS INC COM 910047109 11,301 128,287 SH   DFND 2 128,287 0 0
UNITEDHEALTH GROUP INC COM 91324P102 22,031 74,940 SH   DFND 2 74,940 0 0
VARONIS SYS INC COM 922280102 4,663 60,010 SH   DFND 2 60,010 0 0
VISA INC COM CL A 92826C839 1,446 7,696 SH   DFND 2 7,696 0 0
WESTLAKE CHEM CORP COM 960413102 5,775 82,324 SH   DFND 2 82,324 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 11,634 179,337 SH   DFND 2 179,337 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 7,636 121,575 SH   DFND 2 121,575 0 0
XP INC CL A G98239109 3,066 79,587 SH   DFND 2 79,587 0 0
YANDEX N V SHS CLASS A N97284108 9,977 229,414 SH   DFND 1 229,414 0 0
YANDEX N V SHS CLASS A N97284108 156,906 3,607,864 SH   DFND 2 3,607,864 0 0
YUM CHINA HLDGS INC COM 98850P109 79,434 1,654,524 SH   DFND 2 1,654,524 0 0
YUM CHINA HLDGS INC COM 98850P109 4,798 99,934 SH   DFND 1 99,934 0 0