Capital International Investors 13F-HR Quarterly holdings report by institutional manager

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
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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
3M COMPANY	COMMON STOCK	88579Y101	317,735	1,957,700	SH		DFND	1,2	1,957,700	0	0
ABBOTT LABORATORIES	COMMON STOCK	002824100	118,381	2,644,800	SH		DFND	1,2	2,644,800	0	0
ABBVIE INC	COMMON STOCK	00287Y109	755,099	12,511,995	SH		DFND	1,2	12,511,995	0	0
ACCENTURE PLC CL A	COMMON STOCK	B4BNMY3	253,687	3,019,000	SH		DFND	1,2	3,019,000	0	0
ACE LTD	COMMON STOCK	B3BQMF6	590,530	5,469,900	SH		DFND	1,2	5,469,900	0	0
AES CORP (THE)	COMMON STOCK	00130H105	112,452	9,202,300	SH		DFND	1,2	9,202,300	0	0
AGIOS PHARMACEUTICALS INC	COMMON STOCK	00847X104	123,385	1,064,400	SH		DFND	1,2	1,064,400	0	0
AIR PRODUCTS & CHEMICALS INC	COMMON STOCK	009158106	87,600	601,610	SH		DFND	1,2	601,610	0	0
ALTRIA GROUP INC	COMMON STOCK	02209S103	469,920	8,849,710	SH		DFND	1,2	8,849,710	0	0
AMAZON.COM INC	COMMON STOCK	023135106	339,923	958,800	SH		DFND	1,2	958,800	0	0
AMERICA MOVIL SAB DE CV L ADR	COMMON STOCK	02364W105	157,396	7,358,400	SH		DFND	1,2	7,358,400	0	0
AMERICAN TOWER CORP (REIT)	COMMON STOCK	03027X100	76,901	793,200	SH		DFND	1,2	793,200	0	0
AMERIPRISE FINANCIAL INC	COMMON STOCK	03076C106	43,554	348,600	SH		DFND	1,2	348,600	0	0
AMERISOURCEBERGEN CORP	COMMON STOCK	03073E105	258,973	2,724,600	SH		DFND	1,2	2,724,600	0	0
AMGEN INC	COMMON STOCK	031162100	408,064	2,680,048	SH		DFND	1,2	2,680,048	0	0
ANADARKO PETROLEUM CORP	COMMON STOCK	032511107	22,890	280,000	SH		DFND	1,2	280,000	0	0
AON PLC CL A	COMMON STOCK	B5BT0K0	232,122	2,577,700	SH		DFND	1,2	2,577,700	0	0
APACHE CORP	COMMON STOCK	037411105	35,665	570,000	SH		DFND	1,2	570,000	0	0
APPLE INC	COMMON STOCK	037833100	441,889	3,771,672	SH		DFND	1,2	3,771,672	0	0
ARCOS DORADOS HOLDINGS INC CL A	COMMON STOCK	B529PQ0	14,200	2,558,481	SH		DFND	1,2	2,558,481	0	0
ARTHUR J GALLAGHER & CO	COMMON STOCK	363576109	323,341	7,277,537	SH		DFND	1,2	7,277,537	0	0
ASML HOLDING NV (USD)	COMMON STOCK	B908F01	192,154	1,848,700	SH		DFND	1,2	1,848,700	0	0
ASTRAZENECA PLC ADR	COMMON STOCK	046353108	140,083	1,971,890	SH		DFND	1,2	1,971,890	0	0
AT&T INC	COMMON STOCK	00206R102	188,871	5,737,280	SH		DFND	1,2	5,737,280	0	0
AUTOMATIC DATA PROCESSING INC	COMMON STOCK	053015103	408,243	4,946,600	SH		DFND	1,2	4,946,600	0	0
AVAGO TECHNOLOGIES LTD	COMMON STOCK	B3WS2X9	154,896	1,505,600	SH		DFND	1,2	1,505,600	0	0
AVON PRODUCTS INC	COMMON STOCK	054303102	202,612	26,177,200	SH		DFND	1,2	26,177,200	0	0
BAKER HUGHES INC	COMMON STOCK	057224107	69,449	1,197,600	SH		DFND	1,2	1,197,600	0	0
BANCO BRADESCO SA PN ADR	COMMON STOCK	059460303	9,370	750,800	SH		DFND	1,2	750,800	0	0
BANCO SANTANDER SA ADR	COMMON STOCK	05964H105	14,354	2,145,600	SH		DFND	1,2	2,145,600	0	0
BANK OF NEW YORK MELLON CORP	COMMON STOCK	064058100	142,070	3,946,400	SH		DFND	1,2	3,946,400	0	0
BANK OF NOVA SCOTIA (THE)	COMMON STOCK	064149107	163,873	3,410,900	SH		DFND	1,2	3,410,900	0	0
BARRICK GOLD CORP (USD)	COMMON STOCK	067901108	15,336	1,200,000	SH		DFND	1,2	1,200,000	0	0
BB&T CORPORATION	COMMON STOCK	054937107	118,066	3,345,580	SH		DFND	1,2	3,345,580	0	0
BCE INC	COMMON STOCK	05534B760	72,818	1,585,000	SH		DFND	1,2	1,585,000	0	0
BOEING CO	COMMON STOCK	097023105	561,811	3,864,700	SH		DFND	1,2	3,864,700	0	0
BOSTON SCIENTIFIC CORP	COMMON STOCK	101137107	42,949	2,900,000	SH		DFND	1,2	2,900,000	0	0
BRISTOL-MYERS SQUIBB CO	COMMON STOCK	110122108	941,248	15,617,185	SH		DFND	1,2	15,617,185	0	0
BROADCOM CORP CL A	COMMON STOCK	111320107	135,856	3,201,500	SH		DFND	1,2	3,201,500	0	0
CAMECO CORP	COMMON STOCK	13321L108	89,919	6,390,400	SH		DFND	1,2	6,390,400	0	0
CANADIAN NATURAL RESOURCES LTD	COMMON STOCK	136385101	97,413	3,360,000	SH		DFND	1,2	3,360,000	0	0
CARDINAL HEALTH INC	COMMON STOCK	14149Y108	237,507	2,855,000	SH		DFND	1,2	2,855,000	0	0
CARNIVAL CORP COMMON PAIRED STOCK	UNITS	143658300	454,727	10,344,100	SH		DFND	1,2	10,344,100	0	0
CATERPILLAR INC	COMMON STOCK	149123101	47,856	598,422	SH		DFND	1,2	598,422	0	0
CDK GLOBAL INC	COMMON STOCK	12508E101	4,692	103,900	SH		DFND	1,2	103,900	0	0
CELANESE CORPORATION SERIES A	COMMON STOCK	150870103	260,704	4,849,400	SH		DFND	1,2	4,849,400	0	0
CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS + 1 B SHR)	COMMON STOCK	151290889	64,853	7,295,064	SH		DFND	1,2	7,295,064	0	0
CENOVUS ENERGY INC	COMMON STOCK	15135U109	89,212	4,714,300	SH		DFND	1,2	4,714,300	0	0
CENTURYLINK INC	COMMON STOCK	156700106	279,487	7,519,161	SH		DFND	1,2	7,519,161	0	0
CERNER CORPORATION	COMMON STOCK	156782104	203,880	3,072,800	SH		DFND	1,2	3,072,800	0	0
CHARLES SCHWAB CORP	COMMON STOCK	808513105	48,842	1,880,000	SH		DFND	1,2	1,880,000	0	0
CHEVRON CORP	COMMON STOCK	166764100	867,942	8,465,250	SH		DFND	1,2	8,465,250	0	0
CISCO SYSTEMS INC	COMMON STOCK	17275R102	58,003	2,200,000	SH		DFND	1,2	2,200,000	0	0
CITIGROUP INC	COMMON STOCK	172967424	28,170	600,000	SH		DFND	1,2	600,000	0	0
CME GROUP INC CL A	COMMON STOCK	12572Q105	608,248	7,130,695	SH		DFND	1,2	7,130,695	0	0
CMS ENERGY CORP	COMMON STOCK	125896100	91,684	2,430,000	SH		DFND	1,2	2,430,000	0	0
COACH INC	COMMON STOCK	189754104	61,985	1,666,722	SH		DFND	1,2	1,666,722	0	0
COBALT INTERNATIONAL ENERGY INC	COMMON STOCK	19075F106	80,253	8,799,712	SH		DFND	1,2	8,799,712	0	0
COCA-COLA CO	COMMON STOCK	191216100	745,916	18,117,945	SH		DFND	1,2	18,117,945	0	0
COLGATE-PALMOLIVE CO	COMMON STOCK	194162103	76,298	1,130,000	SH		DFND	1,2	1,130,000	0	0
COMCAST CORP CL A	COMMON STOCK	20030N101	465,258	8,754,500	SH		DFND	1,2	8,754,500	0	0
COMCAST CORP CL A SPECIAL N/V	COMMON STOCK	20030N200	110,561	2,090,000	SH		DFND	1,2	2,090,000	0	0
COMPUTER SCIENCES CORP	COMMON STOCK	205363104	28,435	468,600	SH		DFND	1,2	468,600	0	0
COMVERSE INC	COMMON STOCK	20585P105	1,671	97,000	SH		DFND	1,2	97,000	0	0
CONOCOPHILLIPS	COMMON STOCK	20825C104	834,112	13,244,075	SH		DFND	1,2	13,244,075	0	0
COSTCO WHOLESALE CORP	COMMON STOCK	22160K105	41,610	291,000	SH		DFND	1,2	291,000	0	0
CRESCENT POINT ENERGY CORP	COMMON STOCK	22576C101	126,046	5,303,530	SH		DFND	1,2	5,303,530	0	0
CRH PLC ADR	COMMON STOCK	12626K203	26,290	1,089,059	SH		DFND	1,2	1,089,059	0	0
CROWN CASTLE INTL CORP (REIT)	COMMON STOCK	22822V101	131,634	1,521,600	SH		DFND	1,2	1,521,600	0	0
CSX CORP	COMMON STOCK	126408103	95,238	2,860,000	SH		DFND	1,2	2,860,000	0	0
CTRIP.COM INTL ADR	COMMON STOCK	22943F100	77,420	1,628,000	SH		DFND	1,2	1,628,000	0	0
CVS HEALTH CORP	COMMON STOCK	126650100	266,504	2,715,000	SH		DFND	1,2	2,715,000	0	0
DANAHER CORP	COMMON STOCK	235851102	147,353	1,788,700	SH		DFND	1,2	1,788,700	0	0
DELPHI AUTOMOTIVE PLC	COMMON STOCK	B783TY6	242,851	3,533,400	SH		DFND	1,2	3,533,400	0	0
DEVON ENERGY CORP	COMMON STOCK	25179M103	32,184	534,000	SH		DFND	1,2	534,000	0	0
DIAMOND OFFSHORE DRILLING INC	COMMON STOCK	25271C102	22,984	728,941	SH		DFND	1,2	728,941	0	0
DOMINION RESOURCES INC	COMMON STOCK	25746U109	46,134	600,000	SH		DFND	1,2	600,000	0	0
DOW CHEMICAL CO	COMMON STOCK	260543103	515,450	11,413,852	SH		DFND	1,2	11,413,852	0	0
DUKE ENERGY CORP	COMMON STOCK	26441C204	244,271	2,803,207	SH		DFND	1,2	2,803,207	0	0
E.I. DU PONT DE NEMOURS AND CO	COMMON STOCK	263534109	49,135	690,000	SH		DFND	1,2	690,000	0	0
EATON CORP PLC	COMMON STOCK	B8KQN82	268,139	4,250,100	SH		DFND	1,2	4,250,100	0	0
EDISON INTERNATIONAL	COMMON STOCK	281020107	7,701	113,000	SH		DFND	1,2	113,000	0	0
ELI LILLY & CO	COMMON STOCK	532457108	82,080	1,140,000	SH		DFND	1,2	1,140,000	0	0
EMERSON ELECTRIC CO	COMMON STOCK	291011104	35,986	632,000	SH		DFND	1,2	632,000	0	0
ENBRIDGE INC	COMMON STOCK	29250N105	544,040	11,232,570	SH		DFND	1,2	11,232,570	0	0
ENERSIS SA ADR	COMMON STOCK	29274F104	32,980	2,162,600	SH		DFND	1,2	2,162,600	0	0
ENSCO PLC CL A	COMMON STOCK	B4VLR19	84,398	3,009,900	SH		DFND	1,2	3,009,900	0	0
EOG RESOURCES INC	COMMON STOCK	26875P101	285,243	3,203,900	SH		DFND	1,2	3,203,900	0	0
EXELON CORP	COMMON STOCK	30161N101	254,826	7,070,650	SH		DFND	1,2	7,070,650	0	0
EXPRESS SCRIPTS HOLDING CO	COMMON STOCK	30219G108	122,389	1,516,400	SH		DFND	1,2	1,516,400	0	0
EXXON MOBIL CORP	COMMON STOCK	30231G102	61,710	705,900	SH		DFND	1,2	705,900	0	0
FIRST SOLAR INC	COMMON STOCK	336433107	7,194	170,000	SH		DFND	1,2	170,000	0	0
FREEPORT-MCMORAN INC	COMMON STOCK	35671D857	42,316	2,517,300	SH		DFND	1,2	2,517,300	0	0
FREESCALE SEMICONDUCTOR LTD	COMMON STOCK	B4349B0	73,601	2,293,567	SH		DFND	1,2	2,293,567	0	0
GANNETT CO INC	COMMON STOCK	364730101	96,909	3,125,080	SH		DFND	1,2	3,125,080	0	0
GENERAL DYNAMICS CORP	COMMON STOCK	369550108	202,266	1,518,400	SH		DFND	1,2	1,518,400	0	0
GENERAL ELECTRIC CO	COMMON STOCK	369604103	118,024	4,940,300	SH		DFND	1,2	4,940,300	0	0
GENERAL MOTORS COMPANY	COMMON STOCK	37045V100	180,221	5,524,856	SH		DFND	1,2	5,524,856	0	0
GENERAL MOTORS COMPANY SERIES A WTS 1:1 @ $10.00 EXP 07-10-16	WARRANTS	37045V118	1,968	85,694	SH		DFND	1,2	85,694	0	0
GENERAL MOTORS COMPANY SERIES B WTS 1:1 @ $18.33 EXP 07-10-19	WARRANTS	37045V126	1,328	85,694	SH		DFND	1,2	85,694	0	0
GILEAD SCIENCES INC	COMMON STOCK	375558103	731,577	6,978,700	SH		DFND	1,2	6,978,700	0	0
GOLDMAN SACHS GROUP INC	COMMON STOCK	38141G104	589,004	3,416,300	SH		DFND	1,2	3,416,300	0	0
GOOGLE INC CL A	COMMON STOCK	38259P508	152,180	283,100	SH		DFND	1,2	283,100	0	0
GRIFOLS SA B ADR	COMMON STOCK	398438408	24,170	701,400	SH		DFND	1,2	701,400	0	0
HALLIBURTON CO	COMMON STOCK	406216101	60,777	1,519,800	SH		DFND	1,2	1,519,800	0	0
HELMERICH & PAYNE	COMMON STOCK	423452101	29,905	502,100	SH		DFND	1,2	502,100	0	0
HEXCEL CORPORATION	COMMON STOCK	428291108	75,430	1,705,400	SH		DFND	1,2	1,705,400	0	0
HOLOGIC INC	COMMON STOCK	436440101	22,166	730,000	SH		DFND	1,2	730,000	0	0
HOME DEPOT INC	COMMON STOCK	437076102	802,969	7,689,802	SH		DFND	1,2	7,689,802	0	0
HONDA MOTOR CO LTD ADR	COMMON STOCK	438128308	31,665	1,047,800	SH		DFND	1,2	1,047,800	0	0
HSBC HOLDINGS PLC ADR	COMMON STOCK	404280406	35,171	769,270	SH		DFND	1,2	769,270	0	0
HUDSON CITY BANCORP INC	COMMON STOCK	443683107	15,213	1,696,000	SH		DFND	1,2	1,696,000	0	0
HUMANA INC	COMMON STOCK	444859102	98,993	676,000	SH		DFND	1,2	676,000	0	0
ICICI BANK LTD ADR	COMMON STOCK	45104G104	35,051	2,918,500	SH		DFND	1,2	2,918,500	0	0
IDEX CORP	COMMON STOCK	45167R104	53,047	733,200	SH		DFND	1,2	733,200	0	0
INCYTE CORP	COMMON STOCK	45337C102	289,013	3,625,800	SH		DFND	1,2	3,625,800	0	0
INFOSYS LTD ADR	COMMON STOCK	456788108	75,910	2,227,400	SH		DFND	1,2	2,227,400	0	0
INTERCONTINENTAL EXCHANGE INC	COMMON STOCK	45866F104	395,192	1,920,926	SH		DFND	1,2	1,920,926	0	0
IRON MOUNTAIN INC (REIT)	COMMON STOCK	46284V101	221,667	5,563,923	SH		DFND	1,2	5,563,923	0	0
ISRAEL CHEMICALS LTD	COMMON STOCK	6455530	22,066	3,070,000	SH		DFND	1,2	3,070,000	0	0
ITAU UNIBANCO HOLDING SA PN ADR	COMMON STOCK	465562106	4,780	394,350	SH		DFND	1,2	394,350	0	0
JABIL CIRCUIT INC	COMMON STOCK	466313103	124,660	6,048,500	SH		DFND	1,2	6,048,500	0	0
JACK HENRY & ASSOCIATES INC	COMMON STOCK	426281101	46,764	762,000	SH		DFND	1,2	762,000	0	0
JOHNSON CONTROLS INC	COMMON STOCK	478366107	138,905	2,989,130	SH		DFND	1,2	2,989,130	0	0
JPMORGAN CHASE & CO	COMMON STOCK	46625H100	382,166	7,027,700	SH		DFND	1,2	7,027,700	0	0
KINDER MORGAN INC	COMMON STOCK	49456B101	145,567	3,546,100	SH		DFND	1,2	3,546,100	0	0
KITE PHARMA INC	COMMON STOCK	49803L109	48,664	724,700	SH		DFND	1,2	724,700	0	0
KLA-TENCOR CORP	COMMON STOCK	482480100	81,263	1,322,000	SH		DFND	1,2	1,322,000	0	0
KRAFT FOODS GROUP INC	COMMON STOCK	50076Q106	128,358	1,964,468	SH		DFND	1,2	1,964,468	0	0
LEGGETT & PLATT INC	COMMON STOCK	524660107	106,101	2,488,890	SH		DFND	1,2	2,488,890	0	0
LENNAR CORP CL A	COMMON STOCK	526057104	15,413	343,200	SH		DFND	1,2	343,200	0	0
LIBERTY GLOBAL PLC CL A	COMMON STOCK	B8W6766	84,680	1,812,500	SH		DFND	1,2	1,812,500	0	0
LIBERTY GLOBAL PLC CL C	COMMON STOCK	B8W67B1	51,831	1,136,900	SH		DFND	1,2	1,136,900	0	0
LINEAR TECHNOLOGY CORP	COMMON STOCK	535678106	83,755	1,863,700	SH		DFND	1,2	1,863,700	0	0
LOCKHEED MARTIN CORP	COMMON STOCK	539830109	625,229	3,319,155	SH		DFND	1,2	3,319,155	0	0
LORILLARD INC	COMMON STOCK	544147101	51,366	782,900	SH		DFND	1,2	782,900	0	0
LULULEMON ATHLETICA INC	COMMON STOCK	550021109	102,414	1,546,100	SH		DFND	1,2	1,546,100	0	0
LYONDELLBASELL INDUSTRIES NV	COMMON STOCK	B3SPXZ3	149,662	1,892,300	SH		DFND	1,2	1,892,300	0	0
MARSH & MCLENNAN COMPANIES INC	COMMON STOCK	571748102	498,512	9,271,194	SH		DFND	1,2	9,271,194	0	0
MATTEL INC	COMMON STOCK	577081102	74,565	2,771,947	SH		DFND	1,2	2,771,947	0	0
MAXIM INTEGRATED PRODUCTS INC	COMMON STOCK	57772K101	49,635	1,500,000	SH		DFND	1,2	1,500,000	0	0
MCDONALDS CORP	COMMON STOCK	580135101	29,682	321,100	SH		DFND	1,2	321,100	0	0
MCGRAW HILL FINANCIAL INC	COMMON STOCK	580645109	28,768	321,643	SH		DFND	1,2	321,643	0	0
MEAD JOHNSON NUTRITION CO	COMMON STOCK	582839106	31,438	319,200	SH		DFND	1,2	319,200	0	0
MERCADOLIBRE INC	COMMON STOCK	58733R102	49,824	402,000	SH		DFND	1,2	402,000	0	0
MERCK & CO INC	COMMON STOCK	58933Y105	1,013,317	16,810,175	SH		DFND	1,2	16,810,175	0	0
MERCURY GENERAL CORP	COMMON STOCK	589400100	104,345	1,825,810	SH		DFND	1,2	1,825,810	0	0
MICROSOFT CORP	COMMON STOCK	594918104	1,232,780	30,514,367	SH		DFND	1,2	30,514,367	0	0
MOBILEYE NV	COMMON STOCK	BPBFT01	38,807	985,200	SH		DFND	1,2	985,200	0	0
MONDELEZ INTERNATIONAL INC	COMMON STOCK	609207105	363,818	10,324,000	SH		DFND	1,2	10,324,000	0	0
MONSANTO CO	COMMON STOCK	61166W101	581,818	4,931,500	SH		DFND	1,2	4,931,500	0	0
MOODYS CORP	COMMON STOCK	615369105	125,292	1,371,858	SH		DFND	1,2	1,371,858	0	0
MOSAIC COMPANY (THE)	COMMON STOCK	61945C103	386,224	7,932,300	SH		DFND	1,2	7,932,300	0	0
NATIONAL GRID PLC ADR	COMMON STOCK	636274300	51,348	730,000	SH		DFND	1,2	730,000	0	0
NETAPP INC	COMMON STOCK	64110D104	200,653	5,308,290	SH		DFND	1,2	5,308,290	0	0
NEWELL RUBBERMAID INC	COMMON STOCK	651229106	709,360	19,239,500	SH		DFND	1,2	19,239,500	0	0
NIELSEN NV	COMMON STOCK	B4NTRF5	339,184	7,786,600	SH		DFND	1,2	7,786,600	0	0
NIKE INC CL B	COMMON STOCK	654106103	140,257	1,520,400	SH		DFND	1,2	1,520,400	0	0
NOBLE ENERGY INC	COMMON STOCK	655044105	231,377	4,846,600	SH		DFND	1,2	4,846,600	0	0
NORFOLK SOUTHERN CORP	COMMON STOCK	655844108	393,094	3,855,000	SH		DFND	1,2	3,855,000	0	0
NORTHEAST UTILITIES	COMMON STOCK	664397106	178,162	3,205,500	SH		DFND	1,2	3,205,500	0	0
NORWEGIAN CRUISE LINE HOLDINGS LTD	COMMON STOCK	B9CGTC3	257,358	5,881,119	SH		DFND	1,2	5,881,119	0	0
NOVARTIS AG NAMEN ADR	COMMON STOCK	66987V109	142,594	1,464,000	SH		DFND	1,2	1,464,000	0	0
NOVO NORDISK A/S CL B ADR	COMMON STOCK	670100205	89,303	2,004,100	SH		DFND	1,2	2,004,100	0	0
NRG ENERGY INC	COMMON STOCK	629377508	14,140	573,400	SH		DFND	1,2	573,400	0	0
NUCOR CORP	COMMON STOCK	670346105	186,444	4,271,330	SH		DFND	1,2	4,271,330	0	0
ORACLE CORP	COMMON STOCK	68389X105	462,792	11,047,800	SH		DFND	1,2	11,047,800	0	0
PACWEST BANCORP	COMMON STOCK	695263103	27,577	645,000	SH		DFND	1,2	645,000	0	0
PAYCHEX INC	COMMON STOCK	704326107	66,370	1,466,410	SH		DFND	1,2	1,466,410	0	0
PEOPLES UNITED FINANCIAL INC	COMMON STOCK	712704105	44,362	3,152,950	SH		DFND	1,2	3,152,950	0	0
PEPSICO INC	COMMON STOCK	713448108	213,997	2,281,900	SH		DFND	1,2	2,281,900	0	0
PFIZER INC	COMMON STOCK	717081103	502,995	16,095,831	SH		DFND	1,2	16,095,831	0	0
PG&E CORP	COMMON STOCK	69331C108	512,370	8,712,300	SH		DFND	1,2	8,712,300	0	0
PHILIP MORRIS INTERNATIONAL	COMMON STOCK	718172109	381,644	4,756,275	SH		DFND	1,2	4,756,275	0	0
PHILIPPINE LDTEL ADR	COMMON STOCK	718252604	26,493	397,200	SH		DFND	1,2	397,200	0	0
PNC FINANCIAL SERVICES GROUP INC	COMMON STOCK	693475105	181,440	2,146,200	SH		DFND	1,2	2,146,200	0	0
POLYPORE INTERNATIONAL INC	COMMON STOCK	73179V103	45,443	1,016,173	SH		DFND	1,2	1,016,173	0	0
POTASH CORP OF SASKATCHEWAN INC	COMMON STOCK	73755L107	248,446	6,800,800	SH		DFND	1,2	6,800,800	0	0
PPL CORP	COMMON STOCK	69351T106	18,536	522,150	SH		DFND	1,2	522,150	0	0
PRAXAIR INC	COMMON STOCK	74005P104	212,109	1,758,924	SH		DFND	1,2	1,758,924	0	0
PRICELINE GROUP INC (THE)	COMMON STOCK	741503403	301,128	298,300	SH		DFND	1,2	298,300	0	0
PROCTER & GAMBLE CO	COMMON STOCK	742718109	701,147	8,318,270	SH		DFND	1,2	8,318,270	0	0
PRUDENTIAL FINANCIAL INC	COMMON STOCK	744320102	22,764	300,000	SH		DFND	1,2	300,000	0	0
PUMA BIOTECHNOLOGY INC	COMMON STOCK	74587V107	106,321	503,700	SH		DFND	1,2	503,700	0	0
QUALCOMM INC	COMMON STOCK	747525103	26,920	431,000	SH		DFND	1,2	431,000	0	0
QUEST DIAGNOSTICS INC	COMMON STOCK	74834L100	473,156	6,657,600	SH		DFND	1,2	6,657,600	0	0
RECEPTOS INC	COMMON STOCK	756207106	71,324	647,400	SH		DFND	1,2	647,400	0	0
REPUBLIC SERVICES INC	COMMON STOCK	760759100	169,287	4,266,300	SH		DFND	1,2	4,266,300	0	0
REYNOLDS AMERICAN INC	COMMON STOCK	761713106	139,695	2,055,852	SH		DFND	1,2	2,055,852	0	0
RIO TINTO PLC ADR	COMMON STOCK	767204100	25,542	578,800	SH		DFND	1,2	578,800	0	0
ROCKWELL AUTOMATION INC	COMMON STOCK	773903109	186,896	1,715,900	SH		DFND	1,2	1,715,900	0	0
ROCKWELL COLLINS INC	COMMON STOCK	774341101	111,700	1,304,600	SH		DFND	1,2	1,304,600	0	0
ROSS STORES INC	COMMON STOCK	778296103	58,997	643,300	SH		DFND	1,2	643,300	0	0
ROYAL CARIBBEAN CRUISES LTD	COMMON STOCK	2754907	350,023	4,633,000	SH		DFND	1,2	4,633,000	0	0
ROYAL DUTCH SHELL PLC A ADR	COMMON STOCK	780259206	104,852	1,706,300	SH		DFND	1,2	1,706,300	0	0
ROYAL DUTCH SHELL PLC B ADR	COMMON STOCK	780259107	60,381	943,600	SH		DFND	1,2	943,600	0	0
SCHLUMBERGER LTD	COMMON STOCK	806857108	392,127	4,759,400	SH		DFND	1,2	4,759,400	0	0
SCRIPPS NETWORKS INTERACTIVE INC CL A	COMMON STOCK	811065101	63,327	890,800	SH		DFND	1,2	890,800	0	0
SEADRILL LTD (USD)	COMMON STOCK	B0HWHV8	12,906	1,201,640	SH		DFND	1,2	1,201,640	0	0
SEMPRA ENERGY	COMMON STOCK	816851109	54,080	483,200	SH		DFND	1,2	483,200	0	0
SIRIUS XM HOLDINGS INC	COMMON STOCK	82968B103	75,888	21,377,000	SH		DFND	1,2	21,377,000	0	0
SNAP-ON INC	COMMON STOCK	833034101	99,533	750,000	SH		DFND	1,2	750,000	0	0
ST JUDE MEDICAL	COMMON STOCK	790849103	175,702	2,667,404	SH		DFND	1,2	2,667,404	0	0
STARBUCKS CORP	COMMON STOCK	855244109	408,476	4,666,700	SH		DFND	1,2	4,666,700	0	0
STATE STREET CORP	COMMON STOCK	857477103	160,304	2,241,700	SH		DFND	1,2	2,241,700	0	0
STRYKER CORP	COMMON STOCK	863667101	81,859	899,051	SH		DFND	1,2	899,051	0	0
SUN LIFE FINANCIAL INC (USD)	COMMON STOCK	866796105	156,768	5,128,000	SH		DFND	1,2	5,128,000	0	0
SYNCHRONY FINANCIAL	COMMON STOCK	87165B103	24,997	810,000	SH		DFND	1,2	810,000	0	0
TABLEAU SOFTWARE INC CL A	COMMON STOCK	87336U105	123,393	1,527,900	SH		DFND	1,2	1,527,900	0	0
TAIWAN SEMICONDUCTOR MFG CO ADR	COMMON STOCK	874039100	10,701	471,200	SH		DFND	1,2	471,200	0	0
TENARIS SA ADR	COMMON STOCK	88031M109	7,424	262,900	SH		DFND	1,2	262,900	0	0
TEVA PHARMACEUTICAL INDUSTRIES LTD ADR	COMMON STOCK	881624209	40,371	710,000	SH		DFND	1,2	710,000	0	0
TEXAS INSTRUMENTS INC	COMMON STOCK	882508104	1,185,670	22,182,789	SH		DFND	1,2	22,182,789	0	0
TIFFANY & CO	COMMON STOCK	886547108	59,270	684,100	SH		DFND	1,2	684,100	0	0
TIME WARNER CABLE INC	COMMON STOCK	88732J207	105,528	775,200	SH		DFND	1,2	775,200	0	0
TIME WARNER INC	COMMON STOCK	887317303	136,242	1,748,266	SH		DFND	1,2	1,748,266	0	0
TORONTO DOMINION BANK (THE) (USD)	COMMON STOCK	891160509	79,238	1,989,400	SH		DFND	1,2	1,989,400	0	0
TOWERS WATSON & CO CL A	COMMON STOCK	891894107	300,884	2,539,102	SH		DFND	1,2	2,539,102	0	0
TWENTY-FIRST CENTURY FOX INC CL A (LIMITED VOTING)	COMMON STOCK	90130A101	76,951	2,320,600	SH		DFND	1,2	2,320,600	0	0
UBS GROUP AG	COMMON STOCK	BRJL176	22,521	1,343,666	SH		DFND	1,2	1,343,666	0	0
UMPQUA HOLDINGS CORP	COMMON STOCK	904214103	34,040	2,194,700	SH		DFND	1,2	2,194,700	0	0
UNILEVER NV (USD)	COMMON STOCK	904784709	237,663	5,479,900	SH		DFND	1,2	5,479,900	0	0
UNILEVER PLC ADR	COMMON STOCK	904767704	120,315	2,736,300	SH		DFND	1,2	2,736,300	0	0
UNION PACIFIC CORP	COMMON STOCK	907818108	100,050	853,600	SH		DFND	1,2	853,600	0	0
UNITED CONTINENTAL HOLDINGS INC	COMMON STOCK	910047109	38,384	553,322	SH		DFND	1,2	553,322	0	0
UNITED PARCEL SERVICE INC CL B	COMMON STOCK	911312106	179,464	1,815,700	SH		DFND	1,2	1,815,700	0	0
UNITED TECHNOLOGIES CORP	COMMON STOCK	913017109	350,217	3,051,200	SH		DFND	1,2	3,051,200	0	0
VALE SA ON ADR	COMMON STOCK	91912E105	125,284	17,821,400	SH		DFND	1,2	17,821,400	0	0
VALE SA PNA ADR	COMMON STOCK	91912E204	76,239	12,178,800	SH		DFND	1,2	12,178,800	0	0
VALSPAR CORPORATION (THE)	COMMON STOCK	920355104	16,686	200,000	SH		DFND	1,2	200,000	0	0
VERINT SYSTEMS INC	COMMON STOCK	92343X100	6,722	125,924	SH		DFND	1,2	125,924	0	0
VERISIGN INC	COMMON STOCK	92343E102	209,852	3,851,900	SH		DFND	1,2	3,851,900	0	0
VERIZON COMMUNICATIONS INC	COMMON STOCK	92343V104	1,053,444	23,046,248	SH		DFND	1,2	23,046,248	0	0
VIACOM INC CL B	COMMON STOCK	92553P201	90,575	1,406,000	SH		DFND	1,2	1,406,000	0	0
VISA INC CL A	COMMON STOCK	92826C839	385,067	1,510,600	SH		DFND	1,2	1,510,600	0	0
WALT DISNEY COMPANY (THE)	COMMON STOCK	254687106	181,820	1,998,900	SH		DFND	1,2	1,998,900	0	0
WASTE CONNECTIONS INC	COMMON STOCK	941053100	24,125	558,200	SH		DFND	1,2	558,200	0	0
WASTE MANAGEMENT INC	COMMON STOCK	94106L109	538,796	10,476,300	SH		DFND	1,2	10,476,300	0	0
WATERS CORP	COMMON STOCK	941848103	39,287	330,000	SH		DFND	1,2	330,000	0	0
WELLS FARGO & CO	COMMON STOCK	949746101	806,100	15,525,800	SH		DFND	1,2	15,525,800	0	0
WESTERN UNION CO	COMMON STOCK	959802109	6,800	400,000	SH		DFND	1,2	400,000	0	0
WHIRLPOOL CORP	COMMON STOCK	963320106	124,106	623,400	SH		DFND	1,2	623,400	0	0
WILLIAMS-SONOMA INC	COMMON STOCK	969904101	63,774	815,000	SH		DFND	1,2	815,000	0	0
XILINX INC	COMMON STOCK	983919101	274,524	7,116,640	SH		DFND	1,2	7,116,640	0	0
XOOM CORP	COMMON STOCK	98419Q101	26,405	1,790,201	SH		DFND	1,2	1,790,201	0	0
YAHOO! INC	COMMON STOCK	984332106	107,248	2,438,000	SH		DFND	1,2	2,438,000	0	0
YANDEX NV A	COMMON STOCK	B5BSZB3	9,083	610,000	SH		DFND	1,2	610,000	0	0
YPF SOCIEDAD ANONIMA D ADR	COMMON STOCK	984245100	17,196	733,300	SH		DFND	1,2	733,300	0	0