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 5,320 84,950 SH   DFND 1,3 84,950 0 0
ALBEMARLE CORP COM 012653101 318 3,700 SH   DFND 1,3 3,700 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,662 144,200 SH   DFND 1,2 144,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 57,006 649,200 SH   DFND 1,3 613,700 0 35,500
ALPHABET INC CAP STK CL C 02079K107 5,538 7,175 SH   DFND 1,3 7,175 0 0
ALPHABET INC CAP STK CL A 02079K305 5,435 6,858 SH   DFND 1,3 6,858 0 0
ALTRIA GROUP INC COM 02209S103 1,015 15,012 SH   DFND 1,3 15,012 0 0
AMAZON COM INC COM 023135106 6,817 9,091 SH   DFND 1,3 9,091 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 16,681 255,410 SH   DFND 1,3 255,410 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,921 50,147 SH   DFND 1,3 50,147 0 0
ANADARKO PETE CORP COM 032511107 4,370 62,670 SH   DFND 1,3 62,670 0 0
APPLE INC COM 037833100 37,320 322,224 SH   DFND 1,3 322,224 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 5,324 51,800 SH   DFND 1,3 51,800 0 0
BAIDU INC SPON ADR REP A 056752108 491 2,989 SH   DFND 1,3 2,989 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 3,718 170,000 SH   DFND 1,2 170,000 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 13,642 623,784 SH   DFND 1,3 569,916 0 53,868
BANK MONTREAL QUE COM 063671101 14,621 203,300 SH   DFND 1,3 203,300 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 680 19,000 SH   DFND 1,3 19,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 3,111 115,100 SH   DFND 1,3 115,100 0 0
CF INDS HLDGS INC COM 125269100 214 6,800 SH   DFND 1,3 6,800 0 0
CVS HEALTH CORP COM 126650100 14,058 178,147 SH   DFND 1,3 178,147 0 0
CANADIAN NATL RY CO COM 136375102 101 1,500 SH   DFND 1,2 1,500 0 0
CANADIAN NATL RY CO COM 136375102 283 4,200 SH   DFND 1,3 4,200 0 0
CATERPILLAR INC DEL COM 149123101 14,100 152,043 SH   DFND 1,3 152,043 0 0
CELGENE CORP COM 151020104 11,775 101,731 SH   DFND 1,3 101,731 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,194 24,987 SH   DFND 1,3 24,987 0 0
CHEVRON CORP NEW COM 166764100 21,854 185,678 SH   DFND 1,3 185,678 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 215 2,000 SH   DFND 1,3 2,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 10,806 281,700 SH   DFND 1,3 281,700 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,594 46,300 SH   DFND 1,2 46,300 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 17,778 317,300 SH   DFND 1,3 303,400 0 13,900
COMCAST CORP NEW CL A 20030N101 10,886 157,650 SH   DFND 1,3 157,650 0 0
CONCHO RES INC COM 20605P101 345 2,600 SH   DFND 1,3 2,600 0 0
COOPER COS INC COM NEW 216648402 12,875 73,600 SH   DFND 1,3 73,600 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 18,784 216,475 SH   DFND 1,3 216,475 0 0
CROWN HOLDINGS INC COM 228368106 347 6,600 SH   DFND 1,3 6,600 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 236 5,900 SH   DFND 1,3 5,900 0 0
DANAHER CORP DEL COM 235851102 5,094 65,443 SH   DFND 1,3 65,443 0 0
EOG RES INC COM 26875P101 5,277 52,200 SH   DFND 1,3 52,200 0 0
EASTMAN CHEM CO COM 277432100 361 4,800 SH   DFND 1,3 4,800 0 0
EBAY INC COM 278642103 350 11,800 SH   DFND 1,3 11,800 0 0
ECOLAB INC COM 278865100 903 7,700 SH   DFND 1,3 7,700 0 0
EPAM SYS INC COM 29414B104 3,775 58,700 SH   DFND 1,2 58,700 0 0
EPAM SYS INC COM 29414B104 13,936 216,700 SH   DFND 1,3 197,900 0 18,800
EXXON MOBIL CORP COM 30231G102 632 7,000 SH   DFND 1,3 7,000 0 0
FACEBOOK INC CL A 30303M102 11,609 100,900 SH   DFND 1,3 100,900 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 230 19,500 SH   DFND 1,3 19,500 0 0
FIFTH THIRD BANCORP COM 316773100 806 29,900 SH   DFND 1,3 29,900 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,354 81,450 SH   DFND 1,3 81,450 0 0
HCA HOLDINGS INC COM 40412C101 4,067 54,950 SH   DFND 1,3 54,950 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 7,512 123,800 SH   DFND 1,2 123,800 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 18,058 297,600 SH   DFND 1,3 297,600 0 0
HALLIBURTON CO COM 406216101 600 11,100 SH   DFND 1,3 11,100 0 0
HESS CORP COM 42809H107 629 10,100 SH   DFND 1,3 10,100 0 0
HUNTINGTON BANCSHARES INC COM 446150104 10,273 777,100 SH   DFND 1,3 777,100 0 0
INFOSYS LTD SPONSORED ADR 456788108 14,797 997,804 SH   DFND 1,2 997,804 0 0
INFOSYS LTD SPONSORED ADR 456788108 79,119 5,335,060 SH   DFND 1,3 1,596,396 0 3,738,664
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 353 3,000 SH   DFND 1,3 3,000 0 0
INTL PAPER CO COM 460146103 9,418 177,500 SH   DFND 1,3 177,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 70 2,000 SH   DFND 1,2 2,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598 15,011 559,900 SH   DFND 1,2 559,900 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 19,853 675,950 SH   DFND 1,3 675,950 0 0
JPMORGAN CHASE & CO COM 46625H100 24,988 289,587 SH   DFND 1,3 289,587 0 0
JD COM INC SPON ADR CL A 47215P106 272 10,700 SH   DFND 1,3 10,700 0 0
L BRANDS INC COM 501797104 8,480 128,800 SH   DFND 1,3 128,800 0 0
LAUDER ESTEE COS INC CL A 518439104 3,947 51,600 SH   DFND 1,3 51,600 0 0
LOCKHEED MARTIN CORP COM 539830109 7,147 28,595 SH   DFND 1,3 28,595 0 0
MSC INDL DIRECT INC CL A 553530106 412 4,456 SH   DFND 1,3 4,456 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,246 12,066 SH   DFND 1,3 12,066 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 460 6,500 SH   DFND 1,3 6,500 0 0
MERCK & CO INC COM 58933Y105 12,386 210,400 SH   DFND 1,3 210,400 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 167 400 SH   DFND 1,2 400 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 502 1,200 SH   DFND 1,3 1,200 0 0
NETEASE INC SPONSORED ADR 64110W102 409 1,900 SH   DFND 1,3 1,900 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 303 7,200 SH   DFND 1,3 7,200 0 0
NIKE INC CL B 654106103 432 8,500 SH   DFND 1,3 8,500 0 0
NOBLE ENERGY INC COM 655044105 1,052 27,643 SH   DFND 1,3 27,643 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 12,130 170,300 SH   DFND 1,3 170,300 0 0
PNC FINL SVCS GROUP INC COM 693475105 6,774 57,913 SH   DFND 1,3 57,913 0 0
PPG INDS INC COM 693506107 267 2,818 SH   DFND 1,3 2,818 0 0
PAYCHEX INC COM 704326107 9,698 159,300 SH   DFND 1,3 159,300 0 0
PFIZER INC COM 717081103 17,874 550,302 SH   DFND 1,3 550,302 0 0
PHILIP MORRIS INTL INC COM 718172109 17,850 195,100 SH   DFND 1,3 195,100 0 0
PIONEER NAT RES CO COM 723787107 10,012 55,600 SH   DFND 1,3 55,600 0 0
PRAXAIR INC COM 74005P104 4,746 40,500 SH   DFND 1,3 40,500 0 0
PROCTER AND GAMBLE CO COM 742718109 14,735 175,250 SH   DFND 1,3 175,250 0 0
SEMPRA ENERGY COM 816851109 11,566 114,924 SH   DFND 1,3 114,924 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 110 2,600 SH   DFND 1,3 2,600 0 0
SOUTHERN COPPER CORP COM 84265V105 3,277 102,600 SH   DFND 1,2 102,600 0 0
SOUTHERN COPPER CORP COM 84265V105 12,038 376,900 SH   DFND 1,3 344,300 0 32,600
STARBUCKS CORP COM 855244109 400 7,200 SH   DFND 1,3 7,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 11,307 345,900 SH   DFND 1,3 345,900 0 0
TJX COS INC NEW COM 872540109 8,143 108,383 SH   DFND 1,3 108,383 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 14,706 511,500 SH   DFND 1,2 511,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 56,513 1,965,675 SH   DFND 1,3 1,965,675 0 0
TAL ED GROUP ADS REPSTG COM 874080104 260 3,700 SH   DFND 1,3 3,700 0 0
TEMPUR SEALY INTL INC COM 88023U101 3,957 57,950 SH   DFND 1,3 57,950 0 0
TESLA MTRS INC COM 88160R101 299 1,400 SH   DFND 1,3 1,400 0 0
3M CO COM 88579Y101 482 2,700 SH   DFND 1,3 2,700 0 0
TIME WARNER INC COM NEW 887317303 13,152 136,243 SH   DFND 1,3 136,243 0 0
U S SILICA HLDGS INC COM 90346E103 323 5,700 SH   DFND 1,3 5,700 0 0
UNITED PARCEL SERVICE INC CL B 911312106 23,140 201,850 SH   DFND 1,3 201,850 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 29,703 556,447 SH   DFND 1,3 556,447 0 0
VISA INC COM CL A 92826C839 17,297 221,700 SH   DFND 1,3 221,700 0 0
VOYA FINL INC COM 929089100 5,856 149,300 SH   DFND 1,3 149,300 0 0
WEC ENERGY GROUP INC COM 92939U106 12,824 218,650 SH   DFND 1,3 218,650 0 0
WASTE MGMT INC DEL COM 94106L109 12,345 174,100 SH   DFND 1,3 174,100 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 129 6,400 SH   DFND 1,2 6,400 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 445 3,800 SH   DFND 1,3 3,800 0 0
CREDICORP LTD COM G2519Y108 6,110 38,705 SH   DFND 1,2 38,705 0 0
CREDICORP LTD COM G2519Y108 30,805 195,140 SH   DFND 1,3 182,736 0 12,404
COSAN LTD SHS A G25343107 5,420 721,700 SH   DFND 1,2 721,700 0 0
COSAN LTD SHS A G25343107 13,499 1,797,500 SH   DFND 1,3 1,639,700 0 157,800
DELPHI AUTOMOTIVE PLC SHS G27823106 9,187 136,407 SH   DFND 1,3 136,407 0 0
EATON CORP PLC SHS G29183103 15,360 228,950 SH   DFND 1,3 228,950 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 3,511 83,700 SH   DFND 1,3 83,700 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 118 1,400 SH   DFND 1,2 1,400 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,712 67,635 SH   DFND 1,3 67,635 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,634 89,000 SH   DFND 1,3 89,000 0 0
MYLAN N V SHS EURO N59465109 6,350 166,450 SH   DFND 1,3 166,450 0 0