I reported it here: http://tracker.luatex.org/view.php?id=965
I'm glad Luigi could eventually reproduce the problem. Why luatex loads different files depending from which directory it is run? I cannot explain anything about luatex behavior, which is (especially at the moment) in a constant state of flux. Is it something in TeX Live that causes this difference in behavior, It is nothing in TeX Live, as far as I know. Nothing in TL in this regard has changed, in any case. or it is the problem with luatex? I suppose so. All I can suggest is to report it to them. -k