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 489 5,500 SH   DFND 1,3 5,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 53,792 311,456 SH   DFND 1,2 311,456 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 95,071 550,467 SH   DFND 1,3 550,467 0 0
ALPHABET INC CAP STK CL C 02079K107 1,188 1,239 SH   DFND 1,3 1,239 0 0
ALPHABET INC CAP STK CL A 02079K305 5,395 5,541 SH   DFND 1,3 5,541 0 0
ALTRIA GROUP INC COM 02209S103 952 15,012 SH   DFND 1,3 15,012 0 0
AMAZON COM INC COM 023135106 4,870 5,066 SH   DFND 1,3 5,066 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 9,951 162,100 SH   DFND 1,3 162,100 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,270 39,512 SH   DFND 1,3 39,512 0 0
ANADARKO PETE CORP COM 032511107 2,084 42,670 SH   DFND 1,3 42,670 0 0
ANTHEM INC COM 036752103 10,064 53,000 SH   DFND 1,3 53,000 0 0
APPLE INC COM 037833100 41,698 270,554 SH   DFND 1,3 270,554 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 13,166 120,435 SH   DFND 1,3 120,435 0 0
BB&T CORP COM 054937107 6,980 148,700 SH   DFND 1,3 148,700 0 0
BAIDU INC SPON ADR REP A 056752108 963 3,889 SH   DFND 1,3 3,889 0 0
BANK MONTREAL QUE COM 063671101 16,462 219,400 SH   DFND 1,3 219,400 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 12,959 388,352 SH   DFND 1,3 388,352 0 0
CVS HEALTH CORP COM 126650100 12,600 154,946 SH   DFND 1,3 154,946 0 0
CANADIAN NATL RY CO COM 136375102 6,645 80,200 SH   DFND 1,2 1,500 0 78,700
CANADIAN NATL RY CO COM 136375102 489 5,900 SH   DFND 1,3 5,900 0 0
CATERPILLAR INC DEL COM 149123101 4,573 36,667 SH   DFND 1,3 36,667 0 0
CELGENE CORP COM 151020104 12,873 88,282 SH   DFND 1,3 88,282 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,728 13,009 SH   DFND 1,3 13,009 0 0
CHEVRON CORP NEW COM 166764100 19,712 167,765 SH   DFND 1,3 167,765 0 0
CINEMARK HOLDINGS INC COM 17243V102 7,166 197,900 SH   DFND 1,3 197,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11,679 161,000 SH   DFND 1,2 3,000 0 158,000
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11,650 160,600 SH   DFND 1,3 160,600 0 0
COMCAST CORP NEW CL A 20030N101 10,846 281,859 SH   DFND 1,3 281,859 0 0
COOPER COS INC COM NEW 216648402 12,492 52,684 SH   DFND 1,3 52,684 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 20,874 208,786 SH   DFND 1,3 208,786 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 322 6,100 SH   DFND 1,3 6,100 0 0
DANAHER CORP DEL COM 235851102 3,637 42,396 SH   DFND 1,3 42,396 0 0
EOG RES INC COM 26875P101 3,840 39,694 SH   DFND 1,3 39,694 0 0
ECOLAB INC COM 278865100 5,018 39,014 SH   DFND 1,3 39,014 0 0
EPAM SYS INC COM 29414B104 11,871 135,005 SH   DFND 1,2 135,005 0 0
EPAM SYS INC COM 29414B104 21,359 242,912 SH   DFND 1,3 242,912 0 0
FACEBOOK INC CL A 30303M102 16,335 95,600 SH   DFND 1,3 95,600 0 0
HCA HEALTHCARE INC COM 40412C101 3,433 43,128 SH   DFND 1,3 43,128 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 28,804 298,894 SH   DFND 1,2 298,894 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 29,595 307,100 SH   DFND 1,3 307,100 0 0
HEXCEL CORP NEW COM 428291108 5,444 94,817 SH   DFND 1,3 94,817 0 0
HUNTINGTON BANCSHARES INC COM 446150104 12,239 876,700 SH   DFND 1,3 876,700 0 0
INFOSYS LTD SPONSORED ADR 456788108 13,248 908,004 SH   DFND 1,2 908,004 0 0
INFOSYS LTD SPONSORED ADR 456788108 78,936 5,410,260 SH   DFND 1,3 1,612,296 0 3,797,964
INTL PAPER CO COM 460146103 10,194 179,400 SH   DFND 1,3 179,400 0 0
INTERPUBLIC GROUP COS INC COM 460690100 5,374 258,500 SH   DFND 1,3 258,500 0 0
ISHARES TR MSCI INDIA ETF 46429B598 40,581 1,235,344 SH   DFND 1,2 1,235,344 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 23,329 646,233 SH   DFND 1,3 646,233 0 0
JPMORGAN CHASE & CO COM 46625H100 17,398 182,158 SH   DFND 1,3 182,158 0 0
JD COM INC SPON ADR CL A 47215P106 447 11,700 SH   DFND 1,3 11,700 0 0
L BRANDS INC COM 501797104 5,352 128,614 SH   DFND 1,3 128,614 0 0
LAUDER ESTEE COS INC CL A 518439104 6,253 57,985 SH   DFND 1,3 57,985 0 0
LEGGETT & PLATT INC COM 524660107 6,405 134,200 SH   DFND 1,3 134,200 0 0
LOCKHEED MARTIN CORP COM 539830109 8,873 28,595 SH   DFND 1,3 28,595 0 0
MASTERCARD INCORPORATED CL A 57636Q104 918 6,500 SH   DFND 1,3 6,500 0 0
MERCK & CO INC COM 58933Y105 12,236 191,100 SH   DFND 1,3 191,100 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 6,825 10,900 SH   DFND 1,2 200 0 10,700
METTLER TOLEDO INTERNATIONAL COM 592688105 751 1,200 SH   DFND 1,3 1,200 0 0
MICROSOFT CORP COM 594918104 12,209 163,900 SH   DFND 1,3 163,900 0 0
NETEASE INC SPONSORED ADR 64110W102 422 1,600 SH   DFND 1,3 1,600 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 459 5,200 SH   DFND 1,3 5,200 0 0
NIKE INC CL B 654106103 3,770 72,713 SH   DFND 1,3 72,713 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 9,824 153,000 SH   DFND 1,3 153,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 5,192 38,527 SH   DFND 1,3 38,527 0 0
PAYCHEX INC COM 704326107 10,613 177,000 SH   DFND 1,3 177,000 0 0
PFIZER INC COM 717081103 11,616 325,376 SH   DFND 1,3 325,376 0 0
PHILIP MORRIS INTL INC COM 718172109 23,323 210,100 SH   DFND 1,3 210,100 0 0
PIONEER NAT RES CO COM 723787107 6,915 46,866 SH   DFND 1,3 46,866 0 0
PRAXAIR INC COM 74005P104 5,883 42,100 SH   DFND 1,3 42,100 0 0
PRICELINE GRP INC COM NEW 741503403 4,885 2,668 SH   DFND 1,3 2,668 0 0
PROCTER AND GAMBLE CO COM 742718109 15,200 167,067 SH   DFND 1,3 167,067 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 6,304 59,800 SH   DFND 1,2 59,800 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 6,768 64,200 SH   DFND 1,3 64,200 0 0
S&P GLOBAL INC COM 78409V104 5,588 35,748 SH   DFND 1,3 35,748 0 0
SEMPRA ENERGY COM 816851109 12,015 105,275 SH   DFND 1,3 105,275 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 183 3,800 SH   DFND 1,3 3,800 0 0
SOUTHERN COPPER CORP COM 84265V105 9,519 239,401 SH   DFND 1,2 239,401 0 0
SOUTHERN COPPER CORP COM 84265V105 14,051 353,389 SH   DFND 1,3 353,389 0 0
STARBUCKS CORP COM 855244109 4,817 89,680 SH   DFND 1,3 89,680 0 0
SUNCOR ENERGY INC NEW COM 867224107 10,558 301,400 SH   DFND 1,3 301,400 0 0
TJX COS INC NEW COM 872540109 7,984 108,283 SH   DFND 1,3 108,283 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 28,741 765,412 SH   DFND 1,2 765,412 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 74,127 1,974,075 SH   DFND 1,3 1,974,075 0 0
TAL ED GROUP SPONSORED ADS 874080104 371 11,000 SH   DFND 1,3 11,000 0 0
3M CO COM 88579Y101 798 3,800 SH   DFND 1,3 3,800 0 0
V F CORP COM 918204108 7,603 119,600 SH   DFND 1,3 119,600 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 15,010 303,285 SH   DFND 1,3 303,285 0 0
VISA INC COM CL A 92826C839 21,595 205,200 SH   DFND 1,3 205,200 0 0
WEC ENERGY GROUP INC COM 92939U106 13,329 212,317 SH   DFND 1,3 212,317 0 0
WASTE MGMT INC DEL COM 94106L109 12,312 157,300 SH   DFND 1,3 157,300 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 4,772 189,580 SH   DFND 1,2 189,580 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6,282 46,509 SH   DFND 1,3 46,509 0 0
CREDICORP LTD COM G2519Y108 18,681 91,117 SH   DFND 1,2 91,117 0 0
CREDICORP LTD COM G2519Y108 39,485 192,592 SH   DFND 1,3 192,592 0 0
COSAN LTD SHS A G25343107 11,251 1,383,836 SH   DFND 1,2 1,383,836 0 0
COSAN LTD SHS A G25343107 13,687 1,683,574 SH   DFND 1,3 1,683,574 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 16,954 172,294 SH   DFND 1,3 172,294 0 0
EATON CORP PLC SHS G29183103 10,666 138,900 SH   DFND 1,3 138,900 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 8,574 75,200 SH   DFND 1,2 1,400 0 73,800
CHECK POINT SOFTWARE TECH LT ORD M22465104 7,309 64,100 SH   DFND 1,3 64,100 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,109 11,200 SH   DFND 1,3 11,200 0 0
BROADCOM LTD SHS Y09827109 8,198 33,800 SH   DFND 1,3 33,800 0 0