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
ACCENTURE PLC CL A COMMON STOCK G1151C101 9,081 67,230 SH   DFND 1,2 67,230 0 0
AES CORP (THE) COMMON STOCK 00130H105 8,011 726,943 SH   DFND 1,2 726,943 0 0
AGIOS PHARMACEUTICALS INC COMMON STOCK 00847X104 16,109 241,337 SH   DFND 1,2 241,337 0 0
ALIBABA GROUP HOLDING LTD ADR COMMON STOCK 01609W102 25,029 144,920 SH   DFND 1,2 144,920 0 0
ALPHABET INC CL A COMMON STOCK 02079K305 32,113 32,980 SH   DFND 1,2 32,980 0 0
ALPHABET INC CL C COMMON STOCK 02079K107 20,099 20,956 SH   DFND 1,2 20,956 0 0
AMAZON.COM INC COMMON STOCK 023135106 16,684 17,355 SH   DFND 1,2 17,355 0 0
AMERICA MOVIL SAB DE CV L ADR COMMON STOCK 02364W105 9,936 559,772 SH   DFND 1,2 559,772 0 0
AMERICAN TOWER CORP (REIT) COMMON STOCK 03027X100 18,096 132,400 SH   DFND 1,2 132,400 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 3,955 32,400 SH   DFND 1,2 32,400 0 0
ANADARKO PETROLEUM CORP COMMON STOCK 032511107 3,869 79,200 SH   DFND 1,2 79,200 0 0
AON PLC CL A COMMON STOCK G0408V102 16,413 112,340 SH   DFND 1,2 112,340 0 0
APPLE INC COMMON STOCK 037833100 19,835 128,699 SH   DFND 1,2 128,699 0 0
ASML HOLDING NV (USD) COMMON STOCK N07059210 9,528 55,654 SH   DFND 1,2 55,654 0 0
ASTRAZENECA PLC ADR COMMON STOCK 046353108 2,104 62,100 SH   DFND 1,2 62,100 0 0
BANK OF NEW YORK MELLON CORP COMMON STOCK 064058100 11,682 220,334 SH   DFND 1,2 220,334 0 0
BROADCOM LTD COMMON STOCK Y09827109 20,245 83,469 SH   DFND 1,2 83,469 0 0
CANADIAN NATURAL RESOURCES LTD COMMON STOCK 136385101 1,788 53,500 SH   DFND 1,2 53,500 0 0
CATERPILLAR INC COMMON STOCK 149123101 150 1,200 SH   DFND 1,2 1,200 0 0
CBS CORP CL B N/V COMMON STOCK 124857202 20,476 353,032 SH   DFND 1,2 353,032 0 0
CERNER CORPORATION COMMON STOCK 156782104 14,806 207,594 SH   DFND 1,2 207,594 0 0
CH ROBINSON WORLDWIDE INC COMMON STOCK 12541W209 11,290 148,356 SH   DFND 1,2 148,356 0 0
CHEVRON CORP COMMON STOCK 166764100 17,427 148,318 SH   DFND 1,2 148,318 0 0
CHUBB LTD COMMON STOCK H1467J104 6,787 47,610 SH   DFND 1,2 47,610 0 0
CME GROUP INC CL A COMMON STOCK 12572Q105 53,533 394,550 SH   DFND 1,2 394,550 0 0
COCA-COLA CO COMMON STOCK 191216100 10,289 228,583 SH   DFND 1,2 228,583 0 0
COMCAST CORP CL A COMMON STOCK 20030N101 19,486 506,400 SH   DFND 1,2 506,400 0 0
CORE LABORATORIES COMMON STOCK N22717107 18,921 191,700 SH   DFND 1,2 191,700 0 0
CROWN CASTLE INTL CORP (REIT) COMMON STOCK 22822V101 4,779 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 641 600 SH   DFND 1,2 600 0 0
CTRIP.COM INTL ADR COMMON STOCK 22943F100 5,427 102,900 SH   DFND 1,2 102,900 0 0
DANAHER CORP COMMON STOCK 235851102 32,641 380,520 SH   DFND 1,2 380,520 0 0
DEERE AND CO COMMON STOCK 244199105 31,511 250,900 SH   DFND 1,2 250,900 0 0
DIGITAL REALTY TRUST INC (REIT) COMMON STOCK 253868103 935 7,900 SH   DFND 1,2 7,900 0 0
EATON CORP PLC COMMON STOCK G29183103 19,056 248,157 SH   DFND 1,2 248,157 0 0
ELI LILLY AND CO COMMON STOCK 532457108 2,802 32,757 SH   DFND 1,2 32,757 0 0
ENBRIDGE INC COMMON STOCK 29250N105 45,362 1,088,499 SH   DFND 1,2 1,088,499 0 0
EOG RESOURCES INC COMMON STOCK 26875P101 7,207 74,500 SH   DFND 1,2 74,500 0 0
EQUIFAX INC COMMON STOCK 294429105 7,092 66,912 SH   DFND 1,2 66,912 0 0
EXXON MOBIL CORP COMMON STOCK 30231G102 18,101 220,800 SH   DFND 1,2 220,800 0 0
GANNETT CO INC COMMON STOCK 36473H104 828 92,000 SH   DFND 1,2 92,000 0 0
GILEAD SCIENCES INC COMMON STOCK 375558103 9,460 116,757 SH   DFND 1,2 116,757 0 0
GLOBAL PAYMENTS INC COMMON STOCK 37940X102 32,163 338,450 SH   DFND 1,2 338,450 0 0
GODADDY INC CL A COMMON STOCK 380237107 1,166 26,800 SH   DFND 1,2 26,800 0 0
GOLAR LNG LTD (USD) COMMON STOCK G9456A100 9,600 424,570 SH   DFND 1,2 424,570 0 0
GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 4,316 18,197 SH   DFND 1,2 18,197 0 0
HALLIBURTON CO COMMON STOCK 406216101 2,476 53,785 SH   DFND 1,2 53,785 0 0
HDFC BANK LTD ADR COMMON STOCK 40415F101 1,523 15,800 SH   DFND 1,2 15,800 0 0
HELMERICH AND PAYNE COMMON STOCK 423452101 391 7,500 SH   DFND 1,2 7,500 0 0
HEXCEL CORPORATION COMMON STOCK 428291108 9,767 170,102 SH   DFND 1,2 170,102 0 0
HILTON WORLDWIDE HOLDINGS INC COMMON STOCK 43300A203 7,655 110,219 SH   DFND 1,2 110,219 0 0
HP INC COMMON STOCK 40434L105 311 15,600 SH   DFND 1,2 15,600 0 0
ICICI BANK LTD ADR COMMON STOCK 45104G104 9,105 1,063,656 SH   DFND 1,2 1,063,656 0 0
IDEX CORP COMMON STOCK 45167R104 7,167 59,004 SH   DFND 1,2 59,004 0 0
INCYTE CORP COMMON STOCK 45337C102 55,220 473,016 SH   DFND 1,2 473,016 0 0
INTEL CORP COMMON STOCK 458140100 442 11,600 SH   DFND 1,2 11,600 0 0
INTERCONTINENTAL EXCHANGE INC COMMON STOCK 45866F104 23,940 348,477 SH   DFND 1,2 348,477 0 0
INTERNATIONAL BUSINESS MACHINES CORP COMMON STOCK 459200101 315 2,170 SH   DFND 1,2 2,170 0 0
IRON MOUNTAIN INC (REIT) COMMON STOCK 46284V101 335 8,614 SH   DFND 1,2 8,614 0 0
JD.COM INC A ADR COMMON STOCK 47215P106 6,792 177,800 SH   DFND 1,2 177,800 0 0
JOHNSON AND JOHNSON COMMON STOCK 478160104 16,472 126,700 SH   DFND 1,2 126,700 0 0
JPMORGAN CHASE AND CO COMMON STOCK 46625H100 29,710 311,063 SH   DFND 1,2 311,063 0 0
JUNO THERAPEUTICS INC COMMON STOCK 48205A109 14,777 329,400 SH   DFND 1,2 329,400 0 0
KT CORP ADR COMMON STOCK 48268K101 344 24,800 SH   DFND 1,2 24,800 0 0
LAMAR ADVERTISING CO CL A (REIT) COMMON STOCK 512816109 391 5,700 SH   DFND 1,2 5,700 0 0
LAS VEGAS SANDS CORP COMMON STOCK 517834107 3,554 55,400 SH   DFND 1,2 55,400 0 0
MARSH AND MCLENNAN COMPANIES INC COMMON STOCK 571748102 19,270 229,923 SH   DFND 1,2 229,923 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 7,940 102,100 SH   DFND 1,2 102,100 0 0
MICROSOFT CORP COMMON STOCK 594918104 76,814 1,031,200 SH   DFND 1,2 1,031,200 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 7,936 195,190 SH   DFND 1,2 195,190 0 0
MONSANTO CO COMMON STOCK 61166W101 19,063 159,100 SH   DFND 1,2 159,100 0 0
MOODYS CORP COMMON STOCK 615369105 10,594 76,104 SH   DFND 1,2 76,104 0 0
NETEASE INC ADR COMMON STOCK 64110W102 467 1,770 SH   DFND 1,2 1,770 0 0
NEWELL BRANDS INC COMMON STOCK 651229106 8,747 205,000 SH   DFND 1,2 205,000 0 0
NIELSEN HOLDINGS PLC COMMON STOCK G6518L108 12,360 298,200 SH   DFND 1,2 298,200 0 0
NIKE INC CL B COMMON STOCK 654106103 9,940 191,700 SH   DFND 1,2 191,700 0 0
NOBLE ENERGY INC COMMON STOCK 655044105 1,334 47,032 SH   DFND 1,2 47,032 0 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COMMON STOCK G66721104 2,773 51,300 SH   DFND 1,2 51,300 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 11,322 176,320 SH   DFND 1,2 176,320 0 0
ON SEMICONDUCTOR CORP COMMON STOCK 682189105 23,812 1,289,210 SH   DFND 1,2 1,289,210 0 0
PEPSICO INC COMMON STOCK 713448108 1,627 14,600 SH   DFND 1,2 14,600 0 0
PFIZER INC COMMON STOCK 717081103 396 11,100 SH   DFND 1,2 11,100 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 18,328 165,100 SH   DFND 1,2 165,100 0 0
POTASH CORP OF SASKATCHEWAN INC COMMON STOCK 73755L107 1,506 78,400 SH   DFND 1,2 78,400 0 0
PRAXAIR INC COMMON STOCK 74005P104 7,398 52,938 SH   DFND 1,2 52,938 0 0
PRICELINE GROUP INC (THE) COMMON STOCK 741503403 25,472 13,913 SH   DFND 1,2 13,913 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 1,055 11,600 SH   DFND 1,2 11,600 0 0
QUALCOMM INC COMMON STOCK 747525103 2,582 49,800 SH   DFND 1,2 49,800 0 0
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK V7780T103 23,968 202,197 SH   DFND 1,2 202,197 0 0
ROYAL DUTCH SHELL PLC B ADR COMMON STOCK 780259107 1,063 17,000 SH   DFND 1,2 17,000 0 0
RYANAIR HOLDINGS PLC ADR COMMON STOCK 783513203 1,437 13,629 SH   DFND 1,2 13,629 0 0
SCHLUMBERGER LTD COMMON STOCK 806857108 30,570 438,221 SH   DFND 1,2 438,221 0 0
SEATTLE GENETICS INC COMMON STOCK 812578102 17,657 324,515 SH   DFND 1,2 324,515 0 0
SEMPRA ENERGY COMMON STOCK 816851109 11,785 103,261 SH   DFND 1,2 103,261 0 0
STARBUCKS CORP COMMON STOCK 855244109 23,305 433,902 SH   DFND 1,2 433,902 0 0
STATE STREET CORP COMMON STOCK 857477103 6,850 71,698 SH   DFND 1,2 71,698 0 0
TAIWAN SEMICONDUCTOR MFG CO ADR COMMON STOCK 874039100 68,705 1,829,700 SH   DFND 1,2 1,829,700 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 2,755 30,730 SH   DFND 1,2 30,730 0 0
TRANSDIGM GROUP INC COMMON STOCK 893641100 22,315 87,289 SH   DFND 1,2 87,289 0 0
TRIMBLE INC COMMON STOCK 896239100 21,725 553,514 SH   DFND 1,2 553,514 0 0
UBS GROUP AG COMMON STOCK H42097107 18,973 1,109,243 SH   DFND 1,2 1,109,243 0 0
ULTRAGENYX PHARMACEUTICAL INC COMMON STOCK 90400D108 14,194 266,500 SH   DFND 1,2 266,500 0 0
VALE SA ON ADR COMMON STOCK 91912E105 22,411 2,225,492 SH   DFND 1,2 2,225,492 0 0
VERISIGN INC COMMON STOCK 92343E102 3,812 35,834 SH   DFND 1,2 35,834 0 0
VISA INC CL A COMMON STOCK 92826C839 47,614 452,429 SH   DFND 1,2 452,429 0 0
WALT DISNEY COMPANY (THE) COMMON STOCK 254687106 9,724 98,650 SH   DFND 1,2 98,650 0 0
WEATHERFORD INTERNATIONAL PLC CV SR UNSEC 5.875 PERCENT 07-01-21 CORP CONV BOND 947075AH0 4,920 4,496,000 PRN   DFND 1,2 4,496,000 0 0
WELLS FARGO AND CO COMMON STOCK 949746101 19,757 358,250 SH   DFND 1,2 358,250 0 0
WHIRLPOOL CORP COMMON STOCK 963320106 6,640 36,000 SH   DFND 1,2 36,000 0 0
WYNN RESORTS LTD COMMON STOCK 983134107 17,126 115,000 SH   DFND 1,2 115,000 0 0
YUM! BRANDS INC COMMON STOCK 988498101 5,987 81,333 SH   DFND 1,2 81,333 0 0