|
Diageo plc
|
0237400
|
Common Stocks
|
415,700
|
$13,106,491.00
|
2.49 %
|
|
InBev NV
|
4755317
|
Common Stocks
|
130,410
|
$12,913,619.00
|
2.46 %
|
|
Bayer AG
|
5069211
|
Common Stocks
|
116,770
|
$12,044,919.00
|
2.30 %
|
|
Safran
|
B058TZ6
|
Common Stocks
|
263,120
|
$11,735,708.00
|
2.23 %
|
|
Telstra Corporation Limited
|
6087289
|
Common Stocks
|
2,484,360
|
$11,665,484.00
|
2.22 %
|
|
Vinci
|
B1XH026
|
Common Stocks
|
247,936
|
$11,169,706.00
|
2.12 %
|
|
Teva Pharmaceutical Industries Limited, ADR
|
881624209
|
Common Stocks
|
272,870
|
$10,827,482.00
|
2.06 %
|
|
Fresenius SE & Co. KGaA
|
4352097
|
Common Stocks
|
87,757
|
$10,831,823.00
|
2.06 %
|
|
GlaxoSmithKline plc
|
0925288
|
Common Stocks
|
432,130
|
$10,101,834.00
|
1.92 %
|
|
L'Air Liquide S.A. 0.20 %, 4/26/2013
|
00912TRS4 04/26/2013
|
Short-Term Securities
|
10,000,000
|
$9,998,556.00
|
1.91 %
|
|
Diageo Capital plc (GTD by Diageo plc) 0.26 %, 4/4/2013
|
2524H4R44 04/04/2013
|
Short-Term Securities
|
10,000,000
|
$9,999,711.00
|
1.90 %
|
|
Sanofi-Aventis
|
5671735
|
Common Stocks
|
97,690
|
$9,926,532.00
|
1.89 %
|
|
Bridgestone Corporation
|
6132101
|
Common Stocks
|
298,300
|
$9,981,888.00
|
1.89 %
|
|
Galaxy Entertainment Group Limited, ADR
|
6465874
|
Common Stocks
|
2,333,000
|
$9,737,676.00
|
1.85 %
|
|
DaimlerChrysler AG, Registered Shares
|
5529027
|
Common Stocks
|
174,190
|
$9,477,381.00
|
1.80 %
|
|
Cognizant Technology Solutions Corporation, Class A
|
192446102
|
Common Stocks
|
120,060
|
$9,197,797.00
|
1.75 %
|
|
MTU Aero Engines Holding AG
|
B09DHL9
|
Common Stocks
|
95,260
|
$9,029,992.00
|
1.72 %
|
|
Novartis AG, Registered Shares
|
7103065
|
Common Stocks
|
122,810
|
$8,725,940.00
|
1.67 %
|
|
ORIX Corporation
|
6661144
|
Common Stocks
|
685,900
|
$8,714,468.00
|
1.66 %
|
|
Prudential plc
|
0709954
|
Common Stocks
|
518,170
|
$8,385,137.00
|
1.60 %
|
|
Experian plc
|
B19NLV4
|
Common Stocks
|
483,064
|
$8,367,541.00
|
1.59 %
|
|
Housing Development Finance Corporation Limited
|
6171900R
|
Common Stocks
|
532,750
|
$8,099,074.00
|
1.54 %
|
|
QUALCOMM Incorporated
|
747525103
|
Common Stocks
|
120,180
|
$8,046,051.00
|
1.53 %
|
|
AB Volvo, Class B
|
B1QH830
|
Common Stocks
|
545,680
|
$7,934,134.00
|
1.51 %
|
|
State Bank of India
|
6100799
|
Common Stocks
|
205,460
|
$7,835,643.00
|
1.49 %
|
|
Yue Yuen Industrial (Holdings) Limited
|
6586537
|
Common Stocks
|
2,300,500
|
$7,497,878.00
|
1.43 %
|
|
Cap Gemini S.A.
|
4163437
|
Common Stocks
|
165,110
|
$7,513,466.00
|
1.43 %
|
|
Samsung Electronics Co., Ltd.
|
6771720
|
Common Stocks
|
5,510
|
$7,478,069.00
|
1.42 %
|
|
LVMH Moet Hennessy - Louis Vuitton
|
4061412
|
Common Stocks
|
43,520
|
$7,469,784.00
|
1.42 %
|
|
Seadrill Limited
|
B09RMQ1
|
Common Stocks
|
202,920
|
$7,354,905.00
|
1.40 %
|
|
Volkswagen AG, 2.260%
|
5497168
|
Preferred Stocks
|
36,100
|
$7,172,614.00
|
1.37 %
|
|
Mitsubishi Corporation
|
6596785
|
Common Stocks
|
376,800
|
$7,044,861.00
|
1.33 %
|
|
Telefonaktiebolaget LM Ericsson, B Shares
|
5959378
|
Common Stocks
|
557,730
|
$6,949,640.00
|
1.32 %
|
|
Smurfit Kappa Group plc
|
B1RR840
|
Common Stocks
|
419,186
|
$6,872,518.00
|
1.31 %
|
|
Yara International ASA
|
7751259
|
Common Stocks
|
150,560
|
$6,820,730.00
|
1.30 %
|
|
Nissin Kogyo Co., Ltd.
|
6071475
|
Common Stocks
|
397,500
|
$6,600,016.00
|
1.26 %
|
|
Compagnie Generale des Etablissements Michelin, Class B
|
4588364
|
Common Stocks
|
78,900
|
$6,599,273.00
|
1.26 %
|
|
Coca-Cola Amatil Limited
|
6123451
|
Common Stocks
|
429,802
|
$6,524,356.00
|
1.24 %
|
|
Deutsche Lufthansa AG
|
5287488
|
Common Stocks
|
329,840
|
$6,441,461.00
|
1.23 %
|
|
ASML Holding N.V., Ordinary Shares
|
B929F46
|
Common Stocks
|
91,137
|
$6,129,773.00
|
1.17 %
|
|
Mizuho Financial Group, Inc.
|
6591014
|
Common Stocks
|
2,892,500
|
$6,176,157.00
|
1.17 %
|
|
British American Tobacco plc
|
0287580
|
Common Stocks
|
114,010
|
$6,109,937.00
|
1.16 %
|
|
Schlumberger Limited
|
806857108
|
Common Stocks
|
81,110
|
$6,074,328.00
|
1.16 %
|
|
David Jones Limited
|
6256465
|
Common Stocks
|
1,957,551
|
$6,093,909.00
|
1.16 %
|
|
Credit Suisse Group AG, Registered Shares
|
7171589
|
Common Stocks
|
230,986
|
$6,061,162.00
|
1.15 %
|
|
Swatch Group Ltd (The), Bearer Shares
|
7184725
|
Common Stocks
|
10,320
|
$6,000,885.00
|
1.14 %
|
|
Pinault-Printemps-Redoute S.A.
|
5505072
|
Common Stocks
|
26,990
|
$5,929,967.00
|
1.13 %
|
|
adidas AG
|
4031976
|
Common Stocks
|
56,310
|
$5,842,347.00
|
1.11 %
|
|
Santa Clara Cnty Fin Auth, Var Rate Rev Bonds, El Camino Hosp, Ser 2009A (GTD by Wells Fargo Bank, N.A.) 0.11 %, 4/7/2013
|
801642BN8 02/01/2044
|
Short-Term Securities
|
5,800,000
|
$5,800,000.00
|
1.10 %
|
|
ARM Holdings plc, ADR
|
042068106
|
Common Stocks
|
132,220
|
$5,602,161.00
|
1.07 %
|
|
Linde AG
|
5740817
|
Common Stocks
|
28,490
|
$5,297,229.00
|
1.01 %
|
|
MediaTek Incorporation
|
6372480
|
Common Stocks
|
460,000
|
$5,230,332.00
|
1.00 %
|
|
Alstom
|
B0DJ8Q5
|
Common Stocks
|
129,330
|
$5,263,584.00
|
1.00 %
|
|
BHP Billiton plc
|
0056650
|
Common Stocks
|
179,940
|
$5,235,821.00
|
1.00 %
|
|
NMDC Limited
|
6148119R
|
Common Stocks
|
2,032,646
|
$5,127,429.00
|
0.98 %
|
|
Tenaris S.A.
|
7538515
|
Common Stocks
|
249,590
|
$5,071,017.00
|
0.97 %
|
|
Agrium Inc.
|
2213538
|
Common Stocks
|
50,100
|
$4,885,471.00
|
0.93 %
|
|
Sumitomo Corporation
|
6858946
|
Common Stocks
|
390,100
|
$4,902,409.00
|
0.93 %
|
|
Eni S.p.A.
|
7145056
|
Common Stocks
|
215,430
|
$4,840,906.00
|
0.92 %
|
|
JGC Corporation
|
6473468
|
Common Stocks
|
183,000
|
$4,677,304.00
|
0.89 %
|
|
Pearson plc
|
0677608
|
Common Stocks
|
257,790
|
$4,637,737.00
|
0.88 %
|
|
Baidu.com, Inc., ADR
|
056752108
|
Common Stocks
|
52,070
|
$4,566,539.00
|
0.87 %
|
|
Canon Inc.
|
6172323
|
Common Stocks
|
118,900
|
$4,357,625.00
|
0.83 %
|
|
Mitsubishi Electric Corporation
|
6597045
|
Common Stocks
|
530,000
|
$4,284,591.00
|
0.82 %
|
|
Ping An Insurance (Group) Company of China, Ltd.,A Shares
|
B1SVWB6
|
Common Stocks
|
652,600
|
$4,310,901.00
|
0.82 %
|
|
Apple Inc.
|
037833100
|
Common Stocks
|
9,380
|
$4,151,869.00
|
0.79 %
|
|
European Aeronautic Defence and Space Company
|
4012250
|
Common Stocks
|
71,510
|
$3,639,116.00
|
0.69 %
|
|
Mitsui & Co., Ltd.
|
6597302
|
Common Stocks
|
253,900
|
$3,554,897.00
|
0.68 %
|
|
Tingyi Holding Corp.
|
6903556
|
Common Stocks
|
1,322,000
|
$3,448,673.00
|
0.66 %
|
|
KONAMI Corporation
|
6496681
|
Common Stocks
|
161,400
|
$3,214,798.00
|
0.61 %
|
|
Capita Group plc (The)
|
B23K0M2
|
Common Stocks
|
231,560
|
$3,163,090.00
|
0.60 %
|
|
SAP AG
|
4846288
|
Common Stocks
|
35,600
|
$2,852,125.00
|
0.54 %
|
|
Acergy S.A.
|
5258246
|
Common Stocks
|
108,130
|
$2,527,029.00
|
0.48 %
|
|
Nexon Co., Ltd.
|
B63QM77R
|
Common Stocks
|
253,000
|
$2,453,806.00
|
0.47 %
|
|
Mitsui Trust Holdings, Inc.
|
6431897
|
Common Stocks
|
453,000
|
$2,141,446.00
|
0.41 %
|
|
Toronto-Dominion Holdings USA Inc. (GTD by TorontoDominion Bank) 0.18 %, 5/10/2013
|
89116ESA2 05/10/2013
|
Short-Term Securities
|
2,000,000
|
$1,999,600.00
|
0.38 %
|
|
Toyota Motor Credit Corporation 0.13 %, 6/28/2013
|
892332MN4
|
Short-Term Securities
|
1,251,000
|
$1,251,000.00
|
0.24 %
|