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 COM 00287Y109 5,604 88,850 SH   DFND 1,3 88,850 0 0
ALBEMARLE CORP COM 012653101 359 4,200 SH   DFND 1,3 4,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,271 134,900 SH   DFND 1,2 134,900 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 65,103 615,400 SH   DFND 1,3 579,900 0 35,500
ALPHABET INC CAP STK CL C 02079K107 5,655 7,275 SH   DFND 1,3 7,275 0 0
ALPHABET INC CAP STK CL A 02079K305 5,595 6,958 SH   DFND 1,3 6,958 0 0
ALTRIA GROUP INC COM 02209S103 949 15,012 SH   DFND 1,3 15,012 0 0
AMAZON COM INC COM 023135106 8,533 10,191 SH   DFND 1,3 10,191 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 16,907 284,910 SH   DFND 1,3 284,910 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,245 52,547 SH   DFND 1,3 52,547 0 0
ANADARKO PETE CORP COM 032511107 4,155 65,570 SH   DFND 1,3 65,570 0 0
APPLE INC COM 037833100 37,773 334,124 SH   DFND 1,3 334,124 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,763 54,000 SH   DFND 1,3 54,000 0 0
BAIDU INC SPON ADR REP A 056752108 544 2,989 SH   DFND 1,3 2,989 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 3,517 170,000 SH   DFND 1,2 170,000 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 12,714 614,484 SH   DFND 1,3 560,616 0 53,868
BANK MONTREAL QUE COM 063671101 13,337 203,400 SH   DFND 1,3 203,400 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 547 15,800 SH   DFND 1,3 15,800 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 738 28,900 SH   DFND 1,3 28,900 0 0
CF INDS HLDGS INC COM 125269100 166 6,800 SH   DFND 1,3 6,800 0 0
CVS HEALTH CORP COM 126650100 16,886 189,747 SH   DFND 1,3 189,747 0 0
CATERPILLAR INC DEL COM 149123101 17,642 198,743 SH   DFND 1,3 198,743 0 0
CELGENE CORP COM 151020104 11,449 109,531 SH   DFND 1,3 109,531 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,907 29,287 SH   DFND 1,3 29,287 0 0
CHEVRON CORP NEW COM 166764100 19,779 192,178 SH   DFND 1,3 192,178 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 261 2,100 SH   DFND 1,3 2,100 0 0
CINEMARK HOLDINGS INC COM 17243V102 10,791 281,900 SH   DFND 1,3 281,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,209 46,300 SH   DFND 1,2 46,300 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 19,885 416,793 SH   DFND 1,3 402,893 0 13,900
COMCAST CORP NEW CL A 20030N101 11,274 169,950 SH   DFND 1,3 169,950 0 0
COOPER COS INC COM NEW 216648402 13,946 77,800 SH   DFND 1,3 77,800 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 21,534 228,575 SH   DFND 1,3 228,575 0 0
CROWN HOLDINGS INC COM 228368106 582 10,200 SH   DFND 1,3 10,200 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 238 5,100 SH   DFND 1,3 5,100 0 0
DANAHER CORP DEL COM 235851102 6,298 80,343 SH   DFND 1,3 80,343 0 0
EOG RES INC COM 26875P101 5,271 54,500 SH   DFND 1,3 54,500 0 0
EASTMAN CHEM CO COM 277432100 365 5,400 SH   DFND 1,3 5,400 0 0
EBAY INC COM 278642103 915 27,800 SH   DFND 1,3 27,800 0 0
ECOLAB INC COM 278865100 1,570 12,900 SH   DFND 1,3 12,900 0 0
EPAM SYS INC COM 29414B104 4,068 58,700 SH   DFND 1,2 58,700 0 0
EPAM SYS INC COM 29414B104 14,791 213,400 SH   DFND 1,3 194,600 0 18,800
EXXON MOBIL CORP COM 30231G102 698 8,000 SH   DFND 1,3 8,000 0 0
FACEBOOK INC CL A 30303M102 13,609 106,100 SH   DFND 1,3 106,100 0 0
FIFTH THIRD BANCORP COM 316773100 3,212 157,000 SH   DFND 1,3 157,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,959 85,350 SH   DFND 1,3 85,350 0 0
HCA HOLDINGS INC COM 40412C101 4,345 57,450 SH   DFND 1,3 57,450 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,521 76,800 SH   DFND 1,2 76,800 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 20,050 278,900 SH   DFND 1,3 278,900 0 0
HALLIBURTON CO COM 406216101 449 10,000 SH   DFND 1,3 10,000 0 0
HESS CORP COM 42809H107 686 12,800 SH   DFND 1,3 12,800 0 0
INFOSYS LTD SPONSORED ADR 456788108 15,745 997,804 SH   DFND 1,2 997,804 0 0
INFOSYS LTD SPONSORED ADR 456788108 84,187 5,335,060 SH   DFND 1,3 1,596,396 0 3,738,664
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 600 4,200 SH   DFND 1,3 4,200 0 0
INTL PAPER CO COM 460146103 8,521 177,600 SH   DFND 1,3 177,600 0 0
ISHARES MSCI TAIWAN ETF 464286731 21,225 1,351,900 SH   DFND 1,3 1,351,900 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 75 2,000 SH   DFND 1,2 2,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598 15,623 531,200 SH   DFND 1,2 531,200 0 0
JPMORGAN CHASE & CO COM 46625H100 20,389 306,187 SH   DFND 1,3 306,187 0 0
JD COM INC SPON ADR CL A 47215P106 269 10,300 SH   DFND 1,3 10,300 0 0
KINDER MORGAN INC DEL COM 49456B101 363 15,700 SH   DFND 1,3 15,700 0 0
L BRANDS INC COM 501797104 9,115 128,800 SH   DFND 1,3 128,800 0 0
LAUDER ESTEE COS INC CL A 518439104 5,411 61,100 SH   DFND 1,3 61,100 0 0
LOCKHEED MARTIN CORP COM 539830109 9,276 38,695 SH   DFND 1,3 38,695 0 0
MSC INDL DIRECT INC CL A 553530106 863 11,756 SH   DFND 1,3 11,756 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,215 21,766 SH   DFND 1,3 21,766 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 419 5,300 SH   DFND 1,3 5,300 0 0
MERCK & CO INC COM 58933Y105 13,137 210,500 SH   DFND 1,3 210,500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 168 400 SH   DFND 1,2 400 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 504 1,200 SH   DFND 1,3 1,200 0 0
NETEASE INC SPONSORED ADR 64110W102 385 1,600 SH   DFND 1,3 1,600 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 417 9,000 SH   DFND 1,3 9,000 0 0
NIKE INC CL B 654106103 432 8,200 SH   DFND 1,3 8,200 0 0
NOBLE ENERGY INC COM 655044105 1,263 35,343 SH   DFND 1,3 35,343 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 11,660 159,900 SH   DFND 1,3 159,900 0 0
ORACLE CORP COM 68389X105 5,541 141,074 SH   DFND 1,3 141,074 0 0
PNC FINL SVCS GROUP INC COM 693475105 5,443 60,413 SH   DFND 1,3 60,413 0 0
PPG INDS INC COM 693506107 519 5,018 SH   DFND 1,3 5,018 0 0
PAYCHEX INC COM 704326107 9,224 159,400 SH   DFND 1,3 159,400 0 0
PFIZER INC COM 717081103 22,456 663,002 SH   DFND 1,3 663,002 0 0
PHILIP MORRIS INTL INC COM 718172109 18,977 195,200 SH   DFND 1,3 195,200 0 0
PIONEER NAT RES CO COM 723787107 9,969 53,700 SH   DFND 1,3 53,700 0 0
PRAXAIR INC COM 74005P104 4,894 40,500 SH   DFND 1,3 40,500 0 0
PROCTER AND GAMBLE CO COM 742718109 16,375 182,450 SH   DFND 1,3 182,450 0 0
SEMPRA ENERGY COM 816851109 12,555 117,124 SH   DFND 1,3 117,124 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 186 3,600 SH   DFND 1,3 3,600 0 0
SOUTHERN COPPER CORP COM 84265V105 2,698 102,600 SH   DFND 1,2 102,600 0 0
SOUTHERN COPPER CORP COM 84265V105 9,765 371,300 SH   DFND 1,3 338,700 0 32,600
STARBUCKS CORP COM 855244109 390 7,200 SH   DFND 1,3 7,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 10,031 361,100 SH   DFND 1,3 361,100 0 0
TJX COS INC NEW COM 872540109 8,045 107,583 SH   DFND 1,3 107,583 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 16,210 529,900 SH   DFND 1,2 529,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 56,037 1,831,875 SH   DFND 1,3 1,831,875 0 0
TAL ED GROUP ADS REPSTG COM 874080104 276 3,900 SH   DFND 1,3 3,900 0 0
TEMPUR SEALY INTL INC COM 88023U101 3,441 60,650 SH   DFND 1,3 60,650 0 0
TESLA MTRS INC COM 88160R101 286 1,400 SH   DFND 1,3 1,400 0 0
3M CO COM 88579Y101 335 1,900 SH   DFND 1,3 1,900 0 0
TIME WARNER INC COM NEW 887317303 10,050 126,243 SH   DFND 1,3 126,243 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,952 121,900 SH   DFND 1,3 121,900 0 0
UNITED PARCEL SERVICE INC CL B 911312106 25,825 236,150 SH   DFND 1,3 236,150 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 30,723 591,047 SH   DFND 1,3 591,047 0 0
VISA INC COM CL A 92826C839 13,472 162,900 SH   DFND 1,3 162,900 0 0
VOYA FINL INC COM 929089100 4,675 162,200 SH   DFND 1,3 162,200 0 0
WEC ENERGY GROUP INC COM 92939U106 14,117 235,750 SH   DFND 1,3 235,750 0 0
WASTE MGMT INC DEL COM 94106L109 11,598 181,900 SH   DFND 1,3 181,900 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 123 5,700 SH   DFND 1,2 5,700 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 464 3,800 SH   DFND 1,3 3,800 0 0
CREDICORP LTD COM G2519Y108 5,892 38,705 SH   DFND 1,2 38,705 0 0
CREDICORP LTD COM G2519Y108 29,400 193,140 SH   DFND 1,3 180,736 0 12,404
COSAN LTD SHS A G25343107 6,157 861,100 SH   DFND 1,2 861,100 0 0
COSAN LTD SHS A G25343107 14,612 2,043,700 SH   DFND 1,3 1,885,900 0 157,800
DELPHI AUTOMOTIVE PLC SHS G27823106 10,349 145,107 SH   DFND 1,3 145,107 0 0
EATON CORP PLC SHS G29183103 15,294 232,750 SH   DFND 1,3 232,750 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 6,434 120,100 SH   DFND 1,3 120,100 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 163 2,100 SH   DFND 1,2 2,100 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 6,087 78,435 SH   DFND 1,3 78,435 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,179 89,000 SH   DFND 1,3 89,000 0 0
MYLAN N V SHS EURO N59465109 6,517 170,950 SH   DFND 1,3 170,950 0 0