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 308,167 4,886,108 SH   DFND 1 4,886,108 0 0
ABBVIE INC COM 00287Y109 1,256 19,921 SH   DFND   19,921 0 0
AIR PRODS & CHEMS INC COM 009158106 1,252 8,329 SH   DFND   8,329 0 0
AIR PRODS & CHEMS INC COM 009158106 240,088 1,596,967 SH   DFND 1 1,596,967 0 0
ALCOA INC COM 013817101 1,310 129,223 SH   DFND   129,223 0 0
ALCOA INC COM 013817101 238,986 23,568,617 SH   DFND 1 23,568,617 0 0
ALERE INC COM 01449J105 45,343 1,048,632 SH   DFND 1 1,048,632 0 0
ALERE INC COM 01449J105 277 6,395 SH   DFND   6,395 0 0
ALLERGAN PLC SHS G0177J108 973 4,224 SH   DFND   4,224 0 0
ALLERGAN PLC SHS G0177J108 231,082 1,003,354 SH   DFND 1 1,003,354 0 0
AMAZON COM INC COM 023135106 417 498 SH   DFND   498 0 0
AMAZON COM INC COM 023135106 32,941 39,342 SH   DFND 1 39,342 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 695 11,719 SH   DFND   11,719 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 116,500 1,963,269 SH   DFND 1 1,963,269 0 0
ANTHEM INC COM 036752103 265,464 2,118,458 SH   DFND 1 2,118,458 0 0
ANTHEM INC COM 036752103 683 5,449 SH   DFND   5,449 0 0
APACHE CORP COM 037411105 860,097 13,466,368 SH   DFND 1 13,466,368 0 0
APACHE CORP COM 037411105 3,616 56,612 SH   DFND   56,612 0 0
AUTONATION INC COM 05329W102 333 6,845 SH   DFND   6,845 0 0
AUTONATION INC COM 05329W102 52,114 1,069,889 SH   DFND 1 1,069,889 0 0
BAIDU INC SPON ADR REP A 056752108 458 2,514 SH   DFND   2,514 0 0
BAIDU INC SPON ADR REP A 056752108 19,851 109,027 SH   DFND 1 109,027 0 0
BAIDU INC SPON ADR REP A 056752108 144,434 793,291 SH   DFND 2 793,291 0 0
BAKER HUGHES INC COM 057224107 371 7,358 SH   DFND   7,358 0 0
BAKER HUGHES INC COM 057224107 141,811 2,809,798 SH   DFND 1 2,809,798 0 0
BARRICK GOLD CORP COM 067901108 140,592 7,934,109 SH   DFND 1 7,934,109 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 834 5,775 SH   DFND   5,775 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 358,052 2,478,386 SH   DFND 1 2,478,386 0 0
BP PLC SPONSORED ADR 055622104 17,224 489,883 SH   DFND 1 489,883 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 552 11,307 SH   DFND   11,307 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 99,801 2,044,266 SH   DFND 1 2,044,266 0 0
CDK GLOBAL INC COM 12508E101 352,603 6,147,185 SH   DFND 1 6,147,185 0 0
CDK GLOBAL INC COM 12508E101 1,959 34,157 SH   DFND   34,157 0 0
CELGENE CORP COM 151020104 215,111 2,057,886 SH   DFND 1 2,057,886 0 0
CELGENE CORP COM 151020104 655 6,264 SH   DFND   6,264 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 581 21,327 SH   DFND 1 21,327 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 4,140 151,934 SH   DFND 2 151,934 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,513 16,716 SH   DFND   16,716 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,056,049 3,911,727 SH   DFND 1 3,911,727 0 0
CITIGROUP INC COM NEW 172967424 253,950 5,376,883 SH   DFND 1 5,376,883 0 0
CITIGROUP INC COM NEW 172967424 1,049 22,217 SH   DFND   22,217 0 0
CLEAN HARBORS INC COM 184496107 49,539 1,032,486 SH   DFND 1 1,032,486 0 0
CNH INDL N V SHS N20944109 82,428 11,416,665 SH   DFND 1 11,416,665 0 0
CNH INDL N V SHS N20944109 3,335 461,909 SH   DFND   461,909 0 0
COPA HOLDINGS SA CL A P31076105 703 7,993 SH   DFND   7,993 0 0
COPA HOLDINGS SA CL A P31076105 162,823 1,851,729 SH   DFND 1 1,851,729 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 1,029 21,526 SH   DFND   21,526 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 208,277 4,357,261 SH   DFND 1 4,357,261 0 0
DOLLAR GEN CORP NEW COM 256677105 198,361 2,834,137 SH   DFND 1 2,834,137 0 0
DOLLAR GEN CORP NEW COM 256677105 1,136 16,227 SH   DFND   16,227 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 152,471 4,130,898 SH   DFND 1 4,130,898 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 877 23,763 SH   DFND   23,763 0 0
FMC TECHNOLOGIES INC COM 30249U101 4,571 154,050 SH   DFND 1 154,050 0 0
GAFISA S A SPONS ADR 362607301 96 61,864 SH   DFND   61,864 0 0
GAFISA S A SPONS ADR 362607301 409 264,080 SH   DFND 1 264,080 0 0
GILEAD SCIENCES INC COM 375558103 8,454 106,852 SH   DFND 1 106,852 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 16,196 100,427 SH   DFND 1 100,427 0 0
HONDA MOTOR LTD AMERN SHS 438128308 14,792 511,473 SH   DFND 1 511,473 0 0
HUMANA INC COM 444859102 868 4,909 SH   DFND   4,909 0 0
HUMANA INC COM 444859102 227,733 1,287,427 SH   DFND 1 1,287,427 0 0
ING GROEP N V SPONSORED ADR 456837103 10,887 882,251 SH   DFND 1 882,251 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 411 37,590 SH   DFND   37,590 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 162,692 14,871,335 SH   DFND 1 14,871,335 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 14,970 1,368,405 SH   DFND 2 1,368,405 0 0
JD COM INC SPON ADR CL A 47215P106 160,759 6,161,699 SH   DFND 2 6,161,699 0 0
JD COM INC SPON ADR CL A 47215P106 8,602 329,695 SH   DFND   329,695 0 0
JD COM INC SPON ADR CL A 47215P106 570,093 21,851,012 SH   DFND 1 21,851,012 0 0
JPMORGAN CHASE & CO COM 46625H100 37,555 563,967 SH   DFND 1 563,967 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 1,603 46,872 SH   DFND   46,872 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 12,638 369,430 SH   DFND 1 369,430 0 0
KINDER MORGAN INC DEL COM 49456B101 28,006 1,210,790 SH   DFND 1 1,210,790 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 124 5,093 SH   DFND   5,093 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 14,597 598,715 SH   DFND 1 598,715 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 4,692 368,833 SH   DFND 1 368,833 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 1,355 106,492 SH   DFND   106,492 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 1 34 SH   DFND   34 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 308 11,159 SH   DFND 1 11,159 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 67 2,383 SH   DFND   2,383 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 12,996 463,312 SH   DFND 1 463,312 0 0
MERCADOLIBRE INC COM 58733R102 2,394 12,942 SH   DFND   12,942 0 0
MERCADOLIBRE INC COM 58733R102 112,864 610,177 SH   DFND 1 610,177 0 0
MERCADOLIBRE INC COM 58733R102 7,432 40,182 SH   DFND 2 40,182 0 0
MERCK & CO INC COM 58933Y105 39,476 632,525 SH   DFND 1 632,525 0 0
MICRON TECHNOLOGY INC COM 595112103 192 10,813 SH   DFND   10,813 0 0
MICRON TECHNOLOGY INC COM 595112103 84,392 4,746,446 SH   DFND 1 4,746,446 0 0
MICROSOFT CORP COM 594918104 748 12,987 SH   DFND   12,987 0 0
MICROSOFT CORP COM 594918104 365,588 6,347,016 SH   DFND 1 6,347,016 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,278 29,867 SH   DFND   29,867 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 673,163 8,824,900 SH   DFND 1 8,824,900 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 77,265 9,026,255 SH   DFND   9,026,255 0 0
NETEASE INC SPONSORED ADR 64110W102 1,065,210 4,423,995 SH   DFND 1 4,423,995 0 0
NETEASE INC SPONSORED ADR 64110W102 238,128 988,985 SH   DFND 2 988,985 0 0
NETEASE INC SPONSORED ADR 64110W102 13,505 56,088 SH   DFND   56,088 0 0
OVASCIENCE INC COM 69014Q101 18,803 2,626,172 SH   DFND 1 2,626,172 0 0
OVASCIENCE INC COM 69014Q101 81 11,333 SH   DFND   11,333 0 0
OWENS ILL INC COM NEW 690768403 821 44,618 SH   DFND   44,618 0 0
OWENS ILL INC COM NEW 690768403 127,634 6,940,402 SH   DFND 1 6,940,402 0 0
PAYPAL HLDGS INC COM 70450Y103 2,628 64,136 SH   DFND   64,136 0 0
PAYPAL HLDGS INC COM 70450Y103 637,735 15,565,914 SH   DFND 1 15,565,914 0 0
PRICELINE GRP INC COM NEW 741503403 372,300 253,009 SH   DFND 1 253,009 0 0
PRICELINE GRP INC COM NEW 741503403 1,557 1,058 SH   DFND   1,058 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 2,916 43,493 SH   DFND 1 43,493 0 0
QIWI PLC SPON ADR REP B 74735M108 380 25,975 SH   DFND 1 25,975 0 0
QUALCOMM INC COM 747525103 4,228 61,719 SH   DFND   61,719 0 0
QUALCOMM INC COM 747525103 1,105,990 16,145,840 SH   DFND 1 16,145,840 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 86,691 1,640,949 SH   DFND 1 1,640,949 0 0
SAP SE SPON ADR 803054204 16,762 183,373 SH   DFND 1 183,373 0 0
SASOL LTD SPONSORED ADR 803866300 6,137 224,635 SH   DFND 1 224,635 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 7,619 209,070 SH   DFND 1 209,070 0 0
SHIRE PLC SPONSORED ADR 82481R106 433 2,235 SH   DFND   2,235 0 0
SHIRE PLC SPONSORED ADR 82481R106 16,410 84,648 SH   DFND 1 84,648 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 18,058 799,040 SH   DFND 1 799,040 0 0
SOHU COM INC COM 83408W103 2,183 49,331 SH   DFND   49,331 0 0
SOHU COM INC COM 83408W103 142,200 3,213,551 SH   DFND 1 3,213,551 0 0
SOHU COM INC COM 83408W103 140,562 3,176,541 SH   DFND 2 3,176,541 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 59,161 470,876 SH   DFND 1 470,876 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 11,755 1,741,553 SH   DFND 1 1,741,553 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 590 87,445 SH   DFND 2 87,445 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 55 8,196 SH   DFND   8,196 0 0
SYMANTEC CORP COM 871503108 528 21,017 SH   DFND   21,017 0 0
SYMANTEC CORP COM 871503108 102,274 4,074,677 SH   DFND 1 4,074,677 0 0
VMWARE INC CL A COM 928563402 515 7,021 SH   DFND   7,021 0 0
VMWARE INC CL A COM 928563402 78,533 1,070,660 SH   DFND 1 1,070,660 0 0
VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 169 5,781 SH   DFND   5,781 0 0
VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 29,657 1,017,378 SH   DFND 1 1,017,378 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 510 90,670 SH   DFND   90,670 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 90,726 16,143,484 SH   DFND 1 16,143,484 0 0
WELLS FARGO & CO NEW COM 949746101 234,374 5,292,989 SH   DFND 1 5,292,989 0 0
WELLS FARGO & CO NEW COM 949746101 1,030 23,263 SH   DFND   23,263 0 0
XPO LOGISTICS INC COM 983793100 3,141 85,660 SH   DFND   85,660 0 0
XPO LOGISTICS INC COM 983793100 768,001 20,943,565 SH   DFND 1 20,943,565 0 0
YANDEX N V SHS CLASS A N97284108 1,003 47,651 SH   DFND   47,651 0 0
YANDEX N V SHS CLASS A N97284108 45,937 2,182,261 SH   DFND 1 2,182,261 0 0
YELP INC CL A 985817105 65,564 1,572,288 SH   DFND 1 1,572,288 0 0
YELP INC CL A 985817105 306 7,331 SH   DFND   7,331 0 0