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
3M CO COM 88579Y101 157,546 717,683 SH   DFND 1 717,683 0 0
ACTIVISION BLIZZARD INC COM 00507V109 89,952 1,333,419 SH   DFND 1 1,333,419 0 0
AGCO CORP COM 001084102 4,864 75,000 SH   SOLE   75,000 0 0
AIR PRODS & CHEMS INC COM 009158106 148,669 934,851 SH   DFND 1 934,851 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 11,781 94,332 SH   SOLE   94,332 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,878 190,028 SH   DFND 1 190,028 0 0
ALPHABET INC CAP STK CL C 02079K107 117,071 113,464 SH   DFND 1 113,464 0 0
AMAZON COM INC COM 023135106 112,021 77,398 SH   DFND 1 77,398 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 6,626 171,565 SH   SOLE   171,565 0 0
AMERICOLD RLTY TR COM 03064D108 4,141 217,029 SH   SOLE   217,029 0 0
AMGEN INC COM 031162100 165,082 968,339 SH   DFND 1 968,339 0 0
ANADARKO PETE CORP COM 032511107 25,203 417,198 SH   SOLE   417,198 0 0
APPLE INC COM 037833100 70,254 418,265 SH   DFND 1 418,265 0 0
ARAMARK COM 03852U106 42,014 1,062,031 SH   SOLE   1,062,031 0 0
AVALONBAY CMNTYS INC COM 053484101 14,143 85,994 SH   SOLE   85,994 0 0
BLACKROCK INC COM 09247X101 156,886 289,607 SH   DFND 1 289,607 0 0
BOOKING HLDGS INC COM 09857L108 36,436 17,514 SH   SOLE   17,514 0 0
BOSTON PROPERTIES INC COM 101121101 34,354 278,803 SH   SOLE   278,803 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 702 18,000 SH   SOLE   18,000 0 0
BUNGE LIMITED COM G16962105 2,736 37,000 SH   SOLE   37,000 0 0
CANADIAN PAC RY LTD COM 13645T100 16,956 96,068 SH   SOLE   96,068 0 0
CARMAX INC COM 143130102 49,412 797,733 SH   DFND 1 797,733 0 0
CBRE GROUP INC CL A 12504L109 1,931 40,884 SH   SOLE   40,884 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 22,255 71,509 SH   DFND 1 71,509 0 0
CINEMARK HOLDINGS INC COM 17243V102 50,934 1,352,108 SH   DFND 1 1,352,108 0 0
CISCO SYS INC COM 17275R102 606 14,130 SH   SOLE   14,130 0 0
CITIGROUP INC COM NEW 172967424 102,742 1,522,109 SH   DFND 1 1,522,109 0 0
CME GROUP INC COM CL A 12572Q105 162,425 1,004,238 SH   DFND 1 1,004,238 0 0
COLGATE PALMOLIVE CO COM 194162103 187,576 2,616,846 SH   DFND 1 2,616,846 0 0
COSTCO WHSL CORP NEW COM 22160K105 167,530 889,084 SH   DFND 1 889,084 0 0
CREDICORP LTD COM G2519Y108 87,702 386,285 SH   DFND 1 386,285 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 76,942 701,960 SH   DFND 1 701,960 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 4,383 105,000 SH   SOLE   105,000 0 0
DEERE & CO COM 244199105 49,671 319,797 SH   SOLE   319,797 0 0
DISNEY WALT CO COM DISNEY 254687106 77,188 768,499 SH   DFND 1 768,499 0 0
ECOLAB INC COM 278865100 149,522 1,090,846 SH   DFND 1 1,090,846 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 42,339 1,628,420 SH   DFND 1 1,628,420 0 0
EOG RES INC COM 26875P101 4,737 45,000 SH   SOLE   45,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 180,665 432,069 SH   DFND 1 432,069 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 10,081 163,600 SH   SOLE   163,600 0 0
ESSEX PPTY TR INC COM 297178105 13,401 55,679 SH   SOLE   55,679 0 0
EVERCORE INC CLASS A 29977A105 2,180 25,000 SH   SOLE   25,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 60,975 658,408 SH   DFND 1 658,408 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 3,872 42,349 SH   SOLE   42,349 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 20,752 402,797 SH   SOLE   402,797 0 0
HCP INC COM 40414L109 415 17,880 SH   SOLE   17,880 0 0
HOME DEPOT INC COM 437076102 48,480 272,308 SH   DFND 1 272,308 0 0
HOST HOTELS & RESORTS INC COM 44107P104 5,369 288,049 SH   SOLE   288,049 0 0
ICICI BK LTD ADR 45104G104 37,461 4,232,875 SH   SOLE   4,232,875 0 0
INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 6,195 100,000 SH   SOLE   100,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,778 27,594 SH   SOLE   27,594 0 0
ISHARES TR IBOXX INV CP ETF 464287242 4,828 41,125 SH   DFND 1 41,125 0 0
ISHARES TR MSCI ACWI ETF 464288257 93,867 1,309,168 SH   DFND 1 1,309,168 0 0
ISHARES TR MSCI INDIA ETF 46429B598 27,957 819,147 SH   SOLE   819,147 0 0
ISHARES US ETF TR SHT MAT BD ETF 46431W507 4,998 99,650 SH   SOLE   99,650 0 0
JPMORGAN CHASE & CO COM 46625H100 250,594 2,278,749 SH   DFND 1 2,278,749 0 0
KAR AUCTION SVCS INC COM 48238T109 86,651 1,598,732 SH   DFND 1 1,598,732 0 0
KILROY RLTY CORP COM 49427F108 6,591 92,879 SH   SOLE   92,879 0 0
KIMBERLY CLARK CORP COM 494368103 2,288 20,772 SH   SOLE   20,772 0 0
KIMCO RLTY CORP COM 49446R109 4,686 325,445 SH   SOLE   325,445 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 226 14,710 SH   SOLE   14,710 0 0
LEGGETT & PLATT INC COM 524660107 71,711 1,616,579 SH   DFND 1 1,616,579 0 0
MACERICH CO COM 554382101 1,925 34,360 SH   SOLE   34,360 0 0
MARRIOTT INTL INC NEW CL A 571903202 99,885 734,560 SH   DFND 1 734,560 0 0
MASTERCARD INCORPORATED CL A 57636Q104 225,853 1,289,410 SH   DFND 1 1,289,410 0 0
MICROSOFT CORP COM 594918104 1,516 16,613 SH   SOLE   16,613 0 0
MIDDLEBY CORP COM 596278101 5,818 47,000 SH   SOLE   47,000 0 0
MOODYS CORP COM 615369105 42,542 263,747 SH   SOLE   263,747 0 0
MOSAIC CO NEW COM 61945C103 7,284 300,000 SH   SOLE   300,000 0 0
NEXTERA ENERGY INC COM 65339F101 128,188 784,843 SH   DFND 1 784,843 0 0
NIKE INC CL B 654106103 7,406 111,468 SH   SOLE   111,468 0 0
PFIZER INC COM 717081103 161,332 4,545,843 SH   DFND 1 4,545,843 0 0
PROLOGIS INC COM 74340W103 27,567 437,643 SH   SOLE   437,643 0 0
PUBLIC STORAGE COM 74460D109 10,725 53,523 SH   SOLE   53,523 0 0
REGENCY CTRS CORP COM 758849103 5,869 99,501 SH   SOLE   99,501 0 0
SCHLUMBERGER LTD COM 806857108 20,679 319,221 SH   DFND 1 319,221 0 0
SERVICE CORP INTL COM 817565104 139,982 3,709,125 SH   DFND 1 3,709,125 0 0
SERVICENOW INC COM 81762P102 44,438 268,589 SH   DFND 1 268,589 0 0
SIMON PPTY GROUP INC NEW COM 828806109 119,844 776,444 SH   DFND 1 776,444 0 0
SL GREEN RLTY CORP COM 78440X101 6,286 64,921 SH   SOLE   64,921 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 2,556 52,000 SH   SOLE   52,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 4,259 33,858 SH   DFND 1 33,858 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 11,442 247,288 SH   DFND 1 247,288 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 193,071 4,412,032 SH   DFND 1 4,412,032 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 4,081 185,502 SH   SOLE   185,502 0 0
TJX COS INC NEW COM 872540109 28,364 347,770 SH   SOLE   347,770 0 0
UDR INC COM 902653104 2,251 63,198 SH   SOLE   63,198 0 0
ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 997 46,110 SH   SOLE   46,110 0 0
UNION PAC CORP COM 907818108 95,342 709,235 SH   DFND 1 709,235 0 0
UNITED PARCEL SERVICE INC CL B 911312106 38,873 371,421 SH   DFND 1 371,421 0 0
UNITED TECHNOLOGIES CORP COM 913017109 96,570 767,523 SH   DFND 1 767,523 0 0
VENTAS INC COM 92276F100 11,255 227,234 SH   SOLE   227,234 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 698 14,602 SH   DFND 1 14,602 0 0
VORNADO RLTY TR SH BEN INT 929042109 8,603 127,830 SH   SOLE   127,830 0 0
WELLS FARGO CO NEW COM 949746101 42,352 808,082 SH   DFND 1 808,082 0 0
ZIONS BANCORPORATION COM 989701107 69,200 1,312,342 SH   DFND 1 1,312,342 0 0