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 COMMON STOCK 00287Y109 1,378 14,250 SH   DFND 1,2 14,250 0 0
ACCENTURE PLC CL A COMMON STOCK G1151C101 888 5,800 SH   DFND 1,2 5,800 0 0
AES CORP (THE) COMMON STOCK 00130H105 3,878 358,089 SH   DFND 1,2 236,400 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 1,840 32,190 SH   DFND 1,2 14,640 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 4,649 26,960 SH   DFND 1,2 26,960 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 6,438 6,112 SH   DFND 1,2 2,498 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 11,697 11,179 SH   DFND 1,2 4,829 0 0
AMAZON.COM INC COMMON STOCK 023135106 21,258 18,177 SH   DFND 1,2 2,485 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 6,522 380,306 SH   DFND 1,2 251,800 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 2,276 15,951 SH   DFND 1,2 8,340 0 0
AMERICAN TOWER CORP CV PFD SER B DEP SHS (REP 1/10 5.5 PERCENT SER B) 02-15-18 ( CONV PREFRD STCK 03027X407 3,999 31,800 SH   DFND 1,2 31,800 0 0
ANADARKO PETROLEUM CORP COMMON STOCK 032511107 1,352 25,200 SH   DFND 1,2 25,200 0 0
AON PLC CL A COMMON STOCK G0408V102 1,313 9,800 SH   DFND 1,2 9,800 0 0
APPLE INC COMMON STOCK 037833100 5,082 30,031 SH   DFND 1,2 21,225 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 3,115 17,919 SH   DFND 1,2 1,460 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 2,155 62,100 SH   DFND 1,2 62,100 0 0
AVON PRODUCTS INC COMMON STOCK 054303102 765 355,900 SH   DFND 1,2 355,900 0 0
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 1,291 23,980 SH   DFND 1,2 15,642 0 0
BARRICK GOLD CORP (USD) COMMON STOCK 067901108 1,670 115,463 SH   DFND 1,2 95,400 0 0
BROADCOM LTD COMMON STOCK Y09827109 8,117 31,593 SH   DFND 1,2 2,872 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 3,312 92,397 SH   DFND 1,2 21,400 0 0
CARNIVAL CORP COMMON PAIRED STOCK UNITS 143658300 2,062 31,070 SH   DFND 1,2 31,070 0 0
CATERPILLAR INC COMMON STOCK 149123101 2,238 14,202 SH   DFND 1,2 1,200 0 0
CBS CORP CL B N/V COMMON STOCK 124857202 1,198 20,296 SH   DFND 1,2 7,100 0 0
CERNER CORPORATION COMMON STOCK 156782104 2,957 43,868 SH   DFND 1,2 20,400 0 0
CH ROBINSON WORLDWIDE INC COMMON STOCK 12541W209 1,820 20,429 SH   DFND 1,2 11,800 0 0
CHEVRON CORP COMMON STOCK 166764100 3,275 26,165 SH   DFND 1,2 23,334 0 0
CHUBB LTD COMMON STOCK H1467J104 5,368 36,738 SH   DFND 1,2 8,400 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 18,943 129,705 SH   DFND 1,2 82,227 0 0
COCA-COLA CO COMMON STOCK 191216100 8,003 174,424 SH   DFND 1,2 119,900 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 2,435 60,800 SH   DFND 1,2 60,800 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104 1,867 34,011 SH   DFND 1,2 25,300 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 5,306 47,800 SH   DFND 1,2 47,800 0 0
CROWN CASTLE INTL CORP CV PFD SER A 6.875 PERCENT 08-01-20 (REIT) CONV PREFRD STCK 22822V309 1,291 1,230 SH   DFND 1,2 1,230 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 3,381 76,676 SH   DFND 1,2 50,000 0 0
DANAHER CORP COMMON STOCK 235851102 4,295 46,265 SH   DFND 1,2 34,050 0 0
DEERE AND CO COMMON STOCK 244199105 7,896 50,448 SH   DFND 1,2 38,500 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 900 7,900 SH   DFND 1,2 7,900 0 0
EATON CORP PLC COMMON STOCK G29183103 4,222 53,438 SH   DFND 1,2 31,000 0 0
EDISON INTERNATIONAL COMMON STOCK 281020107 1,670 26,400 SH   DFND 1,2 26,400 0 0
ELI LILLY AND CO COMMON STOCK 532457108 1,976 23,392 SH   DFND 1,2 20,800 0 0
ENBRIDGE INC COMMON STOCK 29250N105 14,844 378,326 SH   DFND 1,2 281,050 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 1,873 17,352 SH   DFND 1,2 7,800 0 0
EQUIFAX INC COMMON STOCK 294429105 1,297 11,000 SH   DFND 1,2 11,000 0 0
GANNETT CO INC COMMON STOCK 36473H104 1,066 92,000 SH   DFND 1,2 92,000 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 2,003 27,967 SH   DFND 1,2 14,550 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 5,502 54,886 SH   DFND 1,2 37,750 0 0
GODADDY INC CL A COMMON STOCK 380237107 4,389 87,300 SH   DFND 1,2 87,300 0 0
GOLAR LNG LTD (USD) COMMON STOCK G9456A100 626 21,000 SH   DFND 1,2 21,000 0 0
HDFC BANK LTD ADR COMMON STOCK 40415F101 1,617 15,900 SH   DFND 1,2 15,900 0 0
HELMERICH AND PAYNE COMMON STOCK 423452101 485 7,500 SH   DFND 1,2 7,500 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 996 16,104 SH   DFND 1,2 8,900 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 1,789 22,397 SH   DFND 1,2 22,397 0 0
HP INC COMMON STOCK 40434L105 1,132 53,900 SH   DFND 1,2 53,900 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 4,729 485,997 SH   DFND 1,2 300,316 0 0
IDEX CORP COMMON STOCK 45167R104 3,100 23,489 SH   DFND 1,2 3,597 0 0
INCYTE CORP COMMON STOCK 45337C102 10,115 106,790 SH   DFND 1,2 59,381 0 0
INTEL CORP COMMON STOCK 458140100 5,968 129,272 SH   DFND 1,2 85,800 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 4,765 67,526 SH   DFND 1,2 46,925 0 0
INTERNATIONAL BUSINESS MACHINES CORP COMMON STOCK 459200101 333 2,170 SH   DFND 1,2 2,170 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 325 8,614 SH   DFND 1,2 8,614 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 203 4,900 SH   DFND 1,2 4,900 0 0
JOHNSON AND JOHNSON COMMON STOCK 478160104 224 1,600 SH   DFND 1,2 1,600 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 11,297 105,631 SH   DFND 1,2 31,033 0 0
JUNO THERAPEUTICS INC COMMON STOCK 48205A109 3,172 69,400 SH   DFND 1,2 69,400 0 0
KT CORP ADR COMMON STOCK 48268K101 1,255 80,400 SH   DFND 1,2 80,400 0 0
LAMAR ADVERTISING CO CL A (REIT) COMMON STOCK 512816109 423 5,700 SH   DFND 1,2 5,700 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 3,850 55,400 SH   DFND 1,2 55,400 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 2,189 26,900 SH   DFND 1,2 26,900 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 2,273 28,148 SH   DFND 1,2 15,400 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 1,659 5,272 SH   DFND 1,2 2,100 0 0
MERCK AND CO INC COMMON STOCK 58933Y105 1,424 25,300 SH   DFND 1,2 25,300 0 0
MICROSOFT CORP COMMON STOCK 594918104 16,456 192,381 SH   DFND 1,2 76,300 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 2,782 65,000 SH   DFND 1,2 33,800 0 0
MONSANTO CO COMMON STOCK 61166W101 1,915 16,400 SH   DFND 1,2 16,400 0 0
MOODYS CORP COMMON STOCK 615369105 4,953 33,561 SH   DFND 1,2 12,000 0 0
NETAPP INC COMMON STOCK 64110D104 1,923 34,765 SH   DFND 1,2 28,800 0 0
NETEASE INC ADR COMMON STOCK 64110W102 3,164 9,170 SH   DFND 1,2 9,170 0 0
NEWELL BRANDS INC COMMON STOCK 651229106 2,312 74,811 SH   DFND 1,2 27,400 0 0
NIELSEN HOLDINGS PLC COMMON STOCK G6518L108 2,498 68,611 SH   DFND 1,2 40,600 0 0
NIKE INC CL B COMMON STOCK 654106103 6,890 110,151 SH   DFND 1,2 60,800 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 6,887 129,334 SH   DFND 1,2 62,600 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 6,683 90,725 SH   DFND 1,2 69,950 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 6,949 331,862 SH   DFND 1,2 190,600 0 0
PEPSICO INC COMMON STOCK 713448108 1,175 9,796 SH   DFND 1,2 5,400 0 0
PFIZER INC COMMON STOCK 717081103 402 11,100 SH   DFND 1,2 11,100 0 0
PGANDE CORP COMMON STOCK 69331C108 879 19,600 SH   DFND 1,2 19,600 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 5,703 53,983 SH   DFND 1,2 35,300 0 0
POTASH CORP OF SASKATCHEWAN INC COMMON STOCK 73755L107 5,058 245,822 SH   DFND 1,2 185,600 0 0
PRAXAIR INC COMMON STOCK 74005P104 4,417 28,558 SH   DFND 1,2 5,600 0 0
PRICELINE GROUP INC (THE) COMMON STOCK 741503403 6,434 3,702 SH   DFND 1,2 1,210 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 1,066 11,600 SH   DFND 1,2 11,600 0 0
QUALCOMM INC COMMON STOCK 747525103 7,914 123,622 SH   DFND 1,2 96,000 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 6,271 52,572 SH   DFND 1,2 36,055 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 1,161 17,000 SH   DFND 1,2 17,000 0 0
RYANAIR HOLDINGS PLC ADR COMMON STOCK 783513203 3,987 38,264 SH   DFND 1,2 1,800 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 5,738 85,134 SH   DFND 1,2 64,350 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 4,426 82,729 SH   DFND 1,2 61,600 0 0
SEMPRA ENERGY COMMON STOCK 816851109 3,250 30,400 SH   DFND 1,2 15,900 0 0
STARBUCKS CORP COMMON STOCK 855244109 7,324 127,541 SH   DFND 1,2 65,200 0 0
STATE STREET CORP COMMON STOCK 857477103 1,847 18,917 SH   DFND 1,2 12,487 0 0
TABLEAU SOFTWARE INC CL A COMMON STOCK 87336U105 1,495 21,600 SH   DFND 1,2 21,600 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 19,456 490,682 SH   DFND 1,2 173,900 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 4,713 45,133 SH   DFND 1,2 13,850 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 5,055 18,408 SH   DFND 1,2 10,960 0 0
TRIMBLE INC COMMON STOCK 896239100 3,831 94,266 SH   DFND 1,2 46,100 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 2,878 62,034 SH   DFND 1,2 43,500 0 0
VALE SA ON ADR COMMON STOCK 91912E105 8,923 729,570 SH   DFND 1,2 350,616 0 0
VERISIGN INC COMMON STOCK 92343E102 3,527 30,812 SH   DFND 1,2 3,100 0 0
VIACOM INC CL B COMMON STOCK 92553P201 1,528 49,600 SH   DFND 1,2 49,600 0 0
VISA INC CL A COMMON STOCK 92826C839 11,622 101,932 SH   DFND 1,2 48,200 0 0
WALT DISNEY COMPANY (THE) COMMON STOCK 254687106 2,080 19,343 SH   DFND 1,2 8,200 0 0
WEATHERFORD INTERNATIONAL PLC CV SR UNSEC 5.875 PERCENT 07-01-21 CORP CONV BOND 947075AH0 1,000 920,000 PRN   DFND 1,2 450,000 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 1,027 6,088 SH   DFND 1,2 3,200 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 4,735 28,084 SH   DFND 1,2 19,100 0 0
YUM! BRANDS INC COMMON STOCK 988498101 1,257 15,407 SH   DFND 1,2 8,800 0 0
PETROLEO BRASILEIRO ON ADR (PETROBRAS) COMMON STOCK 71654V408 249 24,177 SH   DFND 1,2 0 0 0
ENSCO PLC CL A COMMON STOCK G3157S106 506 85,560 SH   DFND 1,2 0 0 0
DOWDUPONT INC COMMON STOCK 26078J100 1,583 22,224 SH   DFND 1,2 0 0 0
LOCKHEED MARTIN CORP COMMON STOCK 539830109 81 251 SH   DFND 1,2 0 0 0
HALLIBURTON CO COMMON STOCK 406216101 921 18,854 SH   DFND 1,2 0 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 315 18,071 SH   DFND 1,2 0 0 0
CORE LABORATORIES COMMON STOCK N22717107 372 3,398 SH   DFND 1,2 0 0 0
BANK OF AMERICA CORP COMMON STOCK 060505104 581 19,667 SH   DFND 1,2 0 0 0
UBS GROUP AG COMMON STOCK H42097107 362 19,672 SH   DFND 1,2 0 0 0
APPLIED MATERIALS INC COMMON STOCK 038222105 630 12,319 SH   DFND 1,2 0 0 0
AUTODESK INC COMMON STOCK 052769106 1,024 9,768 SH   DFND 1,2 0 0 0
BERKSHIRE HATHAWAY INC CL B COMMON STOCK 084670702 634 3,198 SH   DFND 1,2 0 0 0
BLACKROCK INC COMMON STOCK 09247X101 3,151 6,134 SH   DFND 1,2 0 0 0
BOEING CO COMMON STOCK 097023105 1,735 5,884 SH   DFND 1,2 0 0 0
BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 2,902 117,080 SH   DFND 1,2 0 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 1,583 8,507 SH   DFND 1,2 0 0 0
DOWDUPONT INC COMMON STOCK 26078J100 1,605 22,539 SH   DFND 1,2 0 0 0
FACEBOOK INC CL A COMMON STOCK 30303M102 11,311 64,101 SH   DFND 1,2 0 0 0
FEDEX CORP COMMON STOCK 31428X106 842 3,376 SH   DFND 1,2 0 0 0
FLEX LTD COMMON STOCK Y2573F102 660 36,679 SH   DFND 1,2 0 0 0
FOMENTO ECONOMICO MEXICANO SAB DE CV ADR COMMON STOCK 344419106 576 6,137 SH   DFND 1,2 0 0 0
FORTIVE CORP COMMON STOCK 34959J108 921 12,735 SH   DFND 1,2 0 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 544 31,151 SH   DFND 1,2 0 0 0
GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 1,416 5,559 SH   DFND 1,2 0 0 0
HOME DEPOT INC COMMON STOCK 437076102 2,753 14,528 SH   DFND 1,2 0 0 0
IDEXX LABORATORIES INC COMMON STOCK 45168D104 1,107 7,082 SH   DFND 1,2 0 0 0
INGERSOLL-RAND PLC COMMON STOCK G47791101 338 3,791 SH   DFND 1,2 0 0 0
JOHNSON CONTROLS INTERNATIONAL PLC COMMON STOCK G51502105 2,612 68,532 SH   DFND 1,2 0 0 0
MASTERCARD INC CL A COMMON STOCK 57636Q104 4,656 30,760 SH   DFND 1,2 0 0 0
MCDONALDS CORP COMMON STOCK 580135101 1,164 6,760 SH   DFND 1,2 0 0 0
METLIFE INC COMMON STOCK 59156R108 142 2,811 SH   DFND 1,2 0 0 0
MGM RESORTS INTERNATIONAL COMMON STOCK 552953101 1,142 34,202 SH   DFND 1,2 0 0 0
MORGAN STANLEY COMMON STOCK 617446448 491 9,365 SH   DFND 1,2 0 0 0
SHERWIN-WILLIAMS CO COMMON STOCK 824348106 2,062 5,028 SH   DFND 1,2 0 0 0
SYMANTEC CORP COMMON STOCK 871503108 1,161 41,373 SH   DFND 1,2 0 0 0
T ROWE PRICE GROUP INC COMMON STOCK 74144T108 553 5,273 SH   DFND 1,2 0 0 0
TE CONNECTIVITY LTD COMMON STOCK H84989104 846 8,904 SH   DFND 1,2 0 0 0
WALGREENS BOOTS ALLIANCE INC COMMON STOCK 931427108 577 7,940 SH   DFND 1,2 0 0 0
WESTERN DIGITAL CORP COMMON STOCK 958102105 646 8,127 SH   DFND 1,2 0 0 0