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
58 COM INC SPON ADR REP A 31680Q104 218,807 2,972,915 SH   DFND 2 2,972,915 0 0
58 COM INC SPON ADR REP A 31680Q104 11,974 162,694 SH   DFND 1 162,694 0 0
ADECOAGRO S A COM L00849106 477 64,856 SH   DFND 2 64,856 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 10,582 62,867 SH   DFND 2 62,867 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,102 18,826 SH   DFND 1 18,826 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 55,480 336,730 SH   DFND 2 336,730 0 0
ALLERGAN PLC SHS G0177J108 20,704 108,696 SH   DFND 2 108,696 0 0
ALPHABET INC CAP STK CL A 02079K305 47,063 38,989 SH   DFND 2 38,989 0 0
ALTABA INC COM 021346101 55,831 819,594 SH   DFND 2 819,594 0 0
ALTABA INC COM 021346101 2,951 43,314 SH   DFND 1 43,314 0 0
ALTICE USA INC CL A 02156K103 27,015 1,489,274 SH   DFND 2 1,489,274 0 0
AMAZON COM INC COM 023135106 16,046 8,011 SH   DFND 2 8,011 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 17,281 418,120 SH   DFND 2 418,120 0 0
ANTHEM INC COM 036752103 13,132 47,920 SH   DFND 2 47,920 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 3,701 107,106 SH   DFND 2 107,106 0 0
ARCONIC INC COM 03965L100 2,826 128,390 SH   DFND 2 128,390 0 0
BAIDU INC SPON ADR REP A 056752108 7,399 32,356 SH   DFND 1 32,356 0 0
BAIDU INC SPON ADR REP A 056752108 125,009 546,655 SH   DFND 2 546,655 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 34,697 911,170 SH   DFND 2 911,170 0 0
BOOKING HLDGS INC COM 09857L108 11,618 5,856 SH   DFND 2 5,856 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 11,615 663,338 SH   DFND 2 663,338 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 11,916 528,437 SH   DFND 2 528,437 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 43,598 133,786 SH   DFND 2 133,786 0 0
CITIGROUP INC COM NEW 172967424 15,859 221,064 SH   DFND 2 221,064 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,417 96,135 SH   DFND 1 96,135 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 124,337 1,611,623 SH   DFND 2 1,611,623 0 0
COPA HOLDINGS SA CL A P31076105 417 5,228 SH   DFND 2 5,228 0 0
CORPORACION AMER ARPTS S A COM L1995B107 236 27,673 SH   DFND 2 27,673 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 69,243 1,862,864 SH   DFND 2 1,862,864 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,787 101,894 SH   DFND 1 101,894 0 0
CVS HEALTH CORP COM 126650100 15,775 200,400 SH   DFND 2 200,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,618 45,278 SH   DFND 2 45,278 0 0
DISCOVER FINL SVCS COM 254709108 6,767 88,514 SH   DFND 2 88,514 0 0
FACEBOOK INC CL A 30303M102 26,040 158,337 SH   DFND 2 158,337 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 4,629 46,767 SH   DFND 1 46,767 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 78,014 788,261 SH   DFND 2 788,261 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,340 23,815 SH   DFND 2 23,815 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 21,325 226,622 SH   DFND 2 226,622 0 0
INFOSYS LTD SPONSORED ADR 456788108 299 29,411 SH   DFND 2 29,411 0 0
INVITATION HOMES INC COM 46187W107 6,520 284,591 SH   DFND 2 284,591 0 0
IQVIA HLDGS INC COM 46266C105 2,793 21,531 SH   DFND 2 21,531 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 990 90,195 SH   DFND 1 90,195 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 16,394 1,493,123 SH   DFND 2 1,493,123 0 0
JD COM INC SPON ADR CL A 47215P106 7,468 286,258 SH   DFND 1 286,258 0 0
JD COM INC SPON ADR CL A 47215P106 146,358 5,609,744 SH   DFND 2 5,609,744 0 0
JOHNSON CTLS INTL PLC SHS G51502105 14,554 415,827 SH   DFND 2 415,827 0 0
JPMORGAN CHASE & CO COM 46625H100 2,045 18,121 SH   DFND 2 18,121 0 0
KIMCO RLTY CORP COM 49446R109 16,439 982,007 SH   DFND 2 982,007 0 0
KITE RLTY GROUP TR COM NEW 49803T300 14,844 891,558 SH   DFND 2 891,558 0 0
L BRANDS INC COM 501797104 18,937 624,980 SH   DFND 2 624,980 0 0
MACERICH CO COM 554382101 14,139 255,726 SH   DFND 2 255,726 0 0
MERCADOLIBRE INC COM 58733R102 328 963 SH   DFND 2 963 0 0
MICROSOFT CORP COM 594918104 6,918 60,487 SH   DFND 2 60,487 0 0
MONDELEZ INTL INC CL A 609207105 15,783 367,391 SH   DFND 2 367,391 0 0
NETEASE INC SPONSORED ADR 64110W102 2,351 10,302 SH   DFND 1 10,302 0 0
NETEASE INC SPONSORED ADR 64110W102 40,054 175,481 SH   DFND 2 175,481 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 6,487 87,648 SH   DFND 1 87,648 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 109,496 1,479,478 SH   DFND 2 1,479,478 0 0
NEWELL BRANDS INC COM 651229106 12,683 624,791 SH   DFND 2 624,791 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 4,712 111,826 SH   DFND 1 111,826 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 79,533 1,887,342 SH   DFND 2 1,887,342 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 492 15,830 SH   DFND 2 15,830 0 0
PHILIP MORRIS INTL INC COM 718172109 11,692 143,385 SH   DFND 1 143,385 0 0
PHILIP MORRIS INTL INC COM 718172109 226,517 2,777,992 SH   DFND 2 2,777,992 0 0
SIMON PPTY GROUP INC NEW COM 828806109 27,335 154,654 SH   DFND 2 154,654 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,862 15,826 SH   DFND 2 15,826 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 7,150 161,905 SH   DFND 1 161,905 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 120,228 2,722,553 SH   DFND 2 2,722,553 0 0
TATA MTRS LTD SPONSORED ADR 876568502 53,913 3,509,990 SH   DFND 2 3,509,990 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,849 185,476 SH   DFND 1 185,476 0 0
TAUBMAN CTRS INC COM 876664103 16,485 275,526 SH   DFND 2 275,526 0 0
TRANSPORTADORA DE GAS SUR SPON ADR B 893870204 569 39,188 SH   DFND 2 39,188 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 10,134 221,162 SH   DFND 2 221,162 0 0
UNION PAC CORP COM 907818108 3,034 18,632 SH   DFND 2 18,632 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,133 15,536 SH   DFND 2 15,536 0 0
VISA INC COM CL A 92826C839 2,926 19,497 SH   DFND 1 19,497 0 0
VISA INC COM CL A 92826C839 54,036 360,022 SH   DFND 2 360,022 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 15,290 209,743 SH   DFND 2 209,743 0 0
YUM CHINA HLDGS INC COM 98850P109 81,646 2,325,434 SH   DFND 2 2,325,434 0 0
YUM CHINA HLDGS INC COM 98850P109 4,323 123,138 SH   DFND 1 123,138 0 0