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 46,598 283,443 SH   DFND 1 283,443 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 115,378 599,834 SH   DFND 1 599,834 0 0
ACTIVISION BLIZZARD INC COM 00507V109 66,552 1,257,587 SH   DFND 1 1,257,587 0 0
ADIENT PLC ORD SHS G0084W101 1,090 47,495 SH   SOLE   47,495 0 0
AGCO CORP COM 001084102 13,248 175,000 SH   SOLE   175,000 0 0
AIR PRODS & CHEMS INC COM 009158106 4,900 22,085 SH   DFND 1 22,085 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 9,078 58,932 SH   SOLE   58,932 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 91,444 546,816 SH   DFND 1 546,816 0 0
ALPHABET INC CAP STK CL C 02079K107 170,161 139,591 SH   DFND 1 139,591 0 0
ALPHABET INC CAP STK CL A 02079K305 21,305 17,447 SH   DFND 1 17,447 0 0
ALTERYX INC COM CL A 02156B103 3,364 31,315 SH   SOLE   31,315 0 0
AMAZON COM INC COM 023135106 120,653 69,504 SH   DFND 1 69,504 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 12,151 252,733 SH   SOLE   252,733 0 0
AMERICAN TOWER CORP NEW COM 03027X100 23,239 105,093 SH   SOLE   105,093 0 0
AMERICOLD RLTY TR COM 03064D108 10,750 290,000 SH   SOLE   290,000 0 0
AMGEN INC COM 031162100 207,312 1,071,323 SH   DFND 1 1,071,323 0 0
APPLE INC COM 037833100 77,205 344,711 SH   DFND 1 344,711 0 0
ARAMARK COM 03852U106 195,829 4,493,553 SH   DFND 1 4,493,553 0 0
AVALONBAY CMNTYS INC COM 053484101 15,316 71,126 SH   SOLE   71,126 0 0
BANK AMER CORP COM 060505104 583 20,000 SH   SOLE   20,000 0 0
BAOZUN INC SPONSORED ADR 06684L103 2,974 69,654 SH   SOLE   69,654 0 0
BLACKROCK INC COM 09247X101 92,760 208,151 SH   DFND 1 208,151 0 0
BOOKING HLDGS INC COM 09857L108 53,597 27,309 SH   DFND 1 27,309 0 0
BOSTON PROPERTIES INC COM 101121101 13,359 103,031 SH   SOLE   103,031 0 0
BROADCOM INC COM 11135F101 96,465 349,424 SH   DFND 1 349,424 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 956 18,000 SH   SOLE   18,000 0 0
CF INDS HLDGS INC COM 125269100 11,316 230,000 SH   SOLE   230,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 38,708 93,923 SH   DFND 1 93,923 0 0
CINEMARK HOLDINGS INC COM 17243V102 44,416 1,149,492 SH   DFND 1 1,149,492 0 0
CITIGROUP INC COM NEW 172967424 93,365 1,351,548 SH   DFND 1 1,351,548 0 0
CITRIX SYS INC COM 177376100 5,479 56,764 SH   SOLE   56,764 0 0
CME GROUP INC COM 12572Q105 276,125 1,306,545 SH   DFND 1 1,306,545 0 0
COLGATE PALMOLIVE CO COM 194162103 217,374 2,957,067 SH   DFND 1 2,957,067 0 0
CONOCOPHILLIPS COM 20825C104 7,188 126,154 SH   SOLE   126,154 0 0
COSTCO WHSL CORP NEW COM 22160K105 203,287 705,589 SH   DFND 1 705,589 0 0
CREDICORP LTD COM G2519Y108 82,060 393,685 SH   DFND 1 393,685 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 89,059 640,665 SH   DFND 1 640,665 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 12,854 330,000 SH   SOLE   330,000 0 0
DEERE & CO COM 244199105 223,845 1,327,041 SH   DFND 1 1,327,041 0 0
DISNEY WALT CO COM DISNEY 254687106 65,425 502,035 SH   DFND 1 502,035 0 0
DOCUSIGN INC COM 256163106 3,471 56,056 SH   SOLE   56,056 0 0
EAST WEST BANCORP INC COM 27579R104 3,051 68,890 SH   SOLE   68,890 0 0
EBAY INC COM 278642103 11,423 293,052 SH   SOLE   293,052 0 0
ECOLAB INC COM 278865100 179,746 907,627 SH   DFND 1 907,627 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,039 32,010 SH   SOLE   32,010 0 0
EQUINIX INC COM 29444U700 229,929 398,628 SH   DFND 1 398,628 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 13,830 160,333 SH   SOLE   160,333 0 0
ESSEX PPTY TR INC COM 297178105 14,096 43,152 SH   SOLE   43,152 0 0
EVERCORE INC CLASS A 29977A105 2,003 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 11,571 64,979 SH   SOLE   64,979 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 86,462 894,121 SH   DFND 1 894,121 0 0
FIVE9 INC COM 338307101 3,011 56,029 SH   SOLE   56,029 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 37,423 408,633 SH   SOLE   408,633 0 0
HEXCEL CORP NEW COM 428291108 4,352 52,994 SH   SOLE   52,994 0 0
HOME DEPOT INC COM 437076102 53,382 230,074 SH   DFND 1 230,074 0 0
ICICI BK LTD ADR 45104G104 7,440 610,806 SH   SOLE   610,806 0 0
INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 12,775 240,000 SH   SOLE   240,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8,588 70,000 SH   SOLE   70,000 0 0
INTERXION HOLDING N.V SHS N47279109 6,408 78,665 SH   SOLE   78,665 0 0
ISHARES TR TIPS BD ETF 464287176 1,224 10,529 SH   SOLE   10,529 0 0
ISHARES TR CORE US AGGBD ET 464287226 5,323 47,038 SH   SOLE   47,038 0 0
ISHARES TR IBOXX INV CP ETF 464287242 2,459 19,292 SH   DFND 1 19,292 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,623 30,924 SH   SOLE   30,924 0 0
ISHARES TR MSCI ACWI ETF 464288257 96,305 1,305,825 SH   DFND 1 1,305,825 0 0
ISHARES TR SH TR CRPORT ETF 464288646 1,645 30,642 SH   SOLE   30,642 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,274 25,000 SH   SOLE   25,000 0 0
JPMORGAN CHASE & CO COM 46625H100 205,980 1,750,189 SH   DFND 1 1,750,189 0 0
KILROY RLTY CORP COM 49427F108 7,960 102,197 SH   SOLE   102,197 0 0
LAUDER ESTEE COS INC CL A 518439104 8,899 44,730 SH   DFND 1 44,730 0 0
LIBERTY PPTY TR SH BEN INT 531172104 13,013 253,517 SH   SOLE   253,517 0 0
LIFE STORAGE INC COM 53223X107 8,884 84,278 SH   SOLE   84,278 0 0
LILLY ELI & CO COM 532457108 4,981 44,540 SH   SOLE   44,540 0 0
MARRIOTT INTL INC NEW CL A 571903202 155,098 1,247,069 SH   DFND 1 1,247,069 0 0
MASTERCARD INC CL A 57636Q104 219,473 808,164 SH   DFND 1 808,164 0 0
MEDTRONIC PLC SHS G5960L103 12,345 113,653 SH   SOLE   113,653 0 0
MERCK & CO INC COM 58933Y105 6,287 74,691 SH   SOLE   74,691 0 0
MICROSOFT CORP COM 594918104 149,601 1,076,035 SH   DFND 1 1,076,035 0 0
MIDDLEBY CORP COM 596278101 10,053 86,000 SH   SOLE   86,000 0 0
MONDELEZ INTL INC CL A 609207105 9,024 163,119 SH   SOLE   163,119 0 0
MOODYS CORP COM 615369105 68,406 333,965 SH   SOLE   333,965 0 0
MOSAIC CO NEW COM 61945C103 12,710 620,000 SH   SOLE   620,000 0 0
MSCI INC COM 55354G100 5,726 26,296 SH   SOLE   26,296 0 0
NEW RELIC INC COM 64829B100 4,218 68,643 SH   SOLE   68,643 0 0
NEXTERA ENERGY INC COM 65339F101 193,682 831,291 SH   DFND 1 831,291 0 0
NIKE INC CL B 654106103 28,252 300,814 SH   DFND 1 300,814 0 0
OWENS CORNING NEW COM 690742101 8,143 128,845 SH   SOLE   128,845 0 0
PAYPAL HLDGS INC COM 70450Y103 5,794 55,929 SH   SOLE   55,929 0 0
PFIZER INC COM 717081103 157,760 4,390,769 SH   DFND 1 4,390,769 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 4,168 279,329 SH   SOLE   279,329 0 0
PLURALSIGHT INC COM CL A 72941B106 2,840 169,099 SH   SOLE   169,099 0 0
PROLOGIS INC COM 74340W103 16,136 189,341 SH   SOLE   189,341 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 4,354 232,964 SH   SOLE   232,964 0 0
SEALED AIR CORP NEW COM 81211K100 9,369 225,700 SH   SOLE   225,700 0 0
SERVICE CORP INTL COM 817565104 101,401 2,120,918 SH   SOLE   2,120,918 0 0
SERVICENOW INC COM 81762P102 102,470 403,663 SH   DFND 1 403,663 0 0
SIMON PPTY GROUP INC NEW COM 828806109 78,902 506,920 SH   DFND 1 506,920 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 2,779 100,000 SH   SOLE   100,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 4,791 34,499 SH   DFND 1 34,499 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 12,823 247,263 SH   SOLE   247,263 0 0
SPLUNK INC COM 848637104 4,543 38,547 SH   SOLE   38,547 0 0
SQUARE INC CL A 852234103 3,528 56,955 SH   SOLE   56,955 0 0
SVB FINL GROUP COM 78486Q101 59,925 286,790 SH   DFND 1 286,790 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 206,542 4,443,679 SH   DFND 1 4,443,679 0 0
TEXAS INSTRS INC COM 882508104 55,353 428,293 SH   DFND 1 428,293 0 0
TWITTER INC COM 90184L102 1,133 27,508 SH   SOLE   27,508 0 0
UNDER ARMOUR INC CL A 904311107 7,368 369,532 SH   SOLE   369,532 0 0
UNION PACIFIC CORP COM 907818108 31,693 195,658 SH   DFND 1 195,658 0 0
UNITED PARCEL SERVICE INC CL B 911312106 102,540 855,787 SH   DFND 1 855,787 0 0
UNITED TECHNOLOGIES CORP COM 913017109 102,750 752,635 SH   DFND 1 752,635 0 0
VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1,603 18,984 SH   DFND 1 18,984 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4,959 53,178 SH   DFND 1 53,178 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 964 12,882 SH   SOLE   12,882 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 639 12,800 SH   SOLE   12,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 863 14,305 SH   DFND 1 14,305 0 0
VORNADO RLTY TR SH BEN INT 929042109 10,855 170,490 SH   SOLE   170,490 0 0
WELBILT INC COM 949090104 20,752 1,230,852 SH   SOLE   1,230,852 0 0
WELLS FARGO CO NEW COM 949746101 29,073 576,379 SH   DFND 1 576,379 0 0
WEYERHAEUSER CO COM 962166104 94,493 3,411,286 SH   DFND 1 3,411,286 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 6,580 66,415 SH   SOLE   66,415 0 0
WIX COM LTD NOTE 7/0 92940WAB5 3,280 28,095 SH   SOLE   28,095 0 0
XILINX INC COM 983919101 3,436 35,826 SH   SOLE   35,826 0 0
ZENDESK INC COM 98936J101 3,324 45,615 SH   SOLE   45,615 0 0
ZOETIS INC CL A 98978V103 7,328 58,819 SH   SOLE   58,819 0 0