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
Abbott Laboratories COM 002824100 73,158 927,102 SH   DFND 1 0 927,102 0
Adobe Inc COM 00724F101 156,782 492,654 SH   DFND 1 0 492,654 0
Agilent Technologies Inc COM 00846U101 21,231 296,438 SH   DFND 1 0 296,438 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102 11,447 58,858 SH   DFND 1 0 58,858 0
Alphabet Inc CAP STK CL C 02079K107 25,662 22,069 SH   DFND 1 0 22,069 0
Alphabet Inc CAP STK CL A 02079K305 186,137 160,194 SH   DFND 1 0 160,194 0
Amazon.com Inc COM 023135106 223,032 114,392 SH   DFND 1 0 114,392 0
American Financial Group Inc/OH COM 025932104 876 12,500 SH   DFND 1 0 12,500 0
American Tower Corp COM 03027X100 39,089 179,511 SH   DFND 1 0 179,511 0
Amgen Inc COM 031162100 52,729 260,097 SH   DFND 1 0 260,097 0
Analog Devices Inc COM 032654105 61,375 684,608 SH   DFND 1 0 684,608 0
Apollo Global Management Inc COM CL A 03768E105 52,832 1,577,067 SH   DFND 1 0 1,577,067 0
Apple Inc COM 037833100 200,363 787,930 SH   DFND 1 0 787,930 0
Archer-Daniels-Midland Co COM 039483102 1,027 29,200 SH   DFND 1 0 29,200 0
Autodesk Inc COM 052769106 75,575 484,143 SH   DFND 1 0 484,143 0
Automatic Data Processing Inc COM 053015103 51,081 373,728 SH   DFND 1 0 373,728 0
Avalara Inc COM 05338G106 2,026 27,159 SH   DFND   0 27,159 0
Bank of Montreal COM 063671101 852 17,000 SH   DFND 1 0 17,000 0
Barrick Gold Corp COM 067901108 328 17,349 SH   DFND   0 17,349 0
Berkshire Hills Bancorp Inc COM 084680107 1,574 105,900 SH   DFND 1 0 105,900 0
Booking Holdings Inc COM 09857L108 17,994 13,375 SH   DFND 1 0 13,375 0
Boston Private Financial Holdings Inc COM 101119105 808 113,057 SH   DFND 1 0 113,057 0
Broadcom Inc COM 11135F101 41,216 173,832 SH   DFND 1 0 173,832 0
CH Robinson Worldwide Inc COM NEW 12541W209 1,139 17,200 SH   DFND 1 0 17,200 0
Carnival Corp UNIT 99/99/9999 143658300 404 30,700 SH   DFND 1 0 30,700 0
Charter Communications Inc CL A 16119P108 13,693 31,383 SH   DFND 1 0 31,383 0
Comerica Inc COM 200340107 484 16,500 SH   DFND 1 0 16,500 0
Commercial Metals Co COM 201723103 1,001 63,400 SH   DFND 1 0 63,400 0
Costco Wholesale Corp COM 22160K105 22,284 78,155 SH   DFND 1 0 78,155 0
Crown Castle International Corp COM 22822V101 21,568 149,361 SH   DFND 1 0 149,361 0
Cummins Inc COM 231021106 785 5,800 SH   DFND 1 0 5,800 0
XTRACKERS MSCI EUROZONE HEDG XTRACK MSCI EURO 233051697 443 17,884 SH   DFND   0 17,884 0
XTRACKERS MSCI EUROPE HEDGED XTRACK MSCI EURP 233051853 1,389 57,070 SH   DFND   0 57,070 0
Danaher Corp COM 235851102 61,062 441,168 SH   DFND 1 0 441,168 0
Edwards Lifesciences Corp COM 28176E108 21,586 114,444 SH   DFND 1 0 114,444 0
Equifax Inc COM 294429105 16,054 134,400 SH   DFND 1 0 134,400 0
Equinix Inc COM 29444U700 22,678 36,309 SH   DFND 1 0 36,309 0
Facebook Inc CL A 30303M102 197,704 1,185,274 SH   DFND 1 0 1,185,274 0
Fidelity National Information Services Inc COM 31620M106 37,466 308,010 SH   DFND 1 0 308,010 0
First Financial Bancorp COM 320209109 1,730 116,000 SH   DFND 1 0 116,000 0
Fiserv Inc COM 337738108 50,459 531,203 SH   DFND 1 0 531,203 0
FRANKLIN FTSE BRAZIL ETF FTSE BRAZIL 35473P835 1,524 102,951 SH   DFND   0 102,951 0
Generac Holdings Inc COM 368736104 65,215 699,961 SH   DFND 1 0 699,961 0
General Dynamics Corp COM 369550108 688 5,200 SH   DFND 1 0 5,200 0
Genuine Parts Co COM 372460105 916 13,600 SH   DFND 1 0 13,600 0
Gildan Activewear Inc COM 375916103 465 36,700 SH   DFND 1 0 36,700 0
Global Payments Inc COM 37940X102 48,583 336,846 SH   DFND 1 0 336,846 0
GLOBAL X FTSE SOUTHEAST ASIA GBL X FTSE ETF 37950E648 36 3,330 SH   DFND   0 3,330 0
Granite Real Estate Investment Trust UNIT 99/99/9999 387437114 1,193 29,100 SH   DFND 1 0 29,100 0
GreenTree Hospitality Group Ltd SPONSORED ADS 39579V100 1,443 131,579 SH   DFND 1 0 131,579 0
Greif Inc CL A 397624107 1,132 36,400 SH   DFND 1 0 36,400 0
Haverty Furniture Cos Inc COM 419596101 359 30,200 SH   DFND 1 0 30,200 0
Hope Bancorp Inc COM 43940T109 800 97,300 SH   DFND 1 0 97,300 0
Hubbell Inc COM 443510607 975 8,500 SH   DFND 1 0 8,500 0
Huntington Bancshares Inc/OH COM 446150104 921 112,200 SH   DFND 1 0 112,200 0
iStar Inc COM 45031U101 638 60,100 SH   DFND 1 0 60,100 0
Intel Corp COM 458140100 1,883 34,800 SH   DFND 1 0 34,800 0
Intercontinental Exchange Inc COM 45866F104 50,913 630,498 SH   DFND 1 0 630,498 0
International Business Machines Corp COM 459200101 1,597 14,400 SH   DFND 1 0 14,400 0
Interpublic Group of Cos Inc/The COM 460690100 1,203 74,300 SH   DFND 1 0 74,300 0
INVESCO QQQ TRUST SERIES 1 UNIT SER 1 46090E103 1,185 6,171 SH   DFND   0 6,171 0
Invesco QQQ Trust Series 1 UNIT SER 1 46090E103 73,253 384,734 SH   DFND 1 0 384,734 0
Intuit Inc COM 461202103 62,994 273,887 SH   DFND 1 0 273,887 0
Intuitive Surgical Inc COM NEW 46120E602 24,385 49,241 SH   DFND 1 0 49,241 0
Invesco WilderHill Clean Energy ETF WILDERHIL CLAN 46137V134 4,488 167,390 SH   DFND 1 0 167,390 0
Invesco DB Agriculture Fund AGRICULTURE FD 46140H106 1,160 82,459 SH   DFND 1 0 82,459 0
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 1,305 54,355 SH   DFND   0 54,355 0
ISHARES MSCI EUROZONE ETF MSCI EURZONE ETF 464286608 32 1,045 SH   DFND   0 1,045 0
ISHARES MSCI CHILE ETF MSCI CHILE ETF 464286640 1,125 54,754 SH   DFND   0 54,754 0
ISHARES MSCI PACIFIC EX JAPA MSCI PAC JP ETF 464286665 178 5,210 SH   DFND   0 5,210 0
iShares MSCI Pacific ex Japan ETF MSCI PAC JP ETF 464286665 31 915 SH   DFND   0 915 0
ISHARES MSCI FRANCE ETF MSCI FRANCE ETF 464286707 1,534 64,686 SH   DFND   0 64,686 0
ISHARES MSCI SWITZERLAND ETF MSCI SWITZERLAND 464286749 1,092 30,602 SH   DFND   0 30,602 0
ISHARES MSCI SWEDEN ETF MSCI SWEDEN ETF 464286756 43 1,735 SH   DFND   0 1,735 0
ISHARES MSCI SPAIN ETF MSCI SPAIN ETF 464286764 84 4,114 SH   DFND   0 4,114 0
ISHARES MSCI SOUTH KOREA ETF MSCI STH KOR ETF 464286772 834 18,016 SH   DFND   0 18,016 0
ISHARES MSCI SOUTH AFRICA ET MSCI STH AFR ETF 464286780 20 707 SH   DFND   0 707 0
ISHARES MSCI GERMANY ETF MSCI GERMANY ETF 464286806 308 14,311 SH   DFND   0 14,311 0
ISHARES MSCI MEXICO ETF MSCI MEXICO ETF 464286822 535 19,345 SH   DFND   0 19,345 0
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1,281 4,882 SH   DFND   0 4,882 0
iShares MSCI Emerging Markets ETF MSCI EMG MKT ETF 464287234 113 3,300 SH   DFND   0 3,300 0
ISHARES IBOXX INVESTMENT GRA IBOXX INV CP ETF 464287242 293 2,410 SH   DFND   0 2,410 0
ISHARES LATIN AMERICA 40 ETF LATN AMER 40 ETF 464287390 724 39,996 SH   DFND   0 39,996 0
ISHARES U.S. INDUSTRIALS ETF US INDUSTRIALS 464287754 1,693 13,436 SH   DFND   0 13,436 0
ISHARES EUROPE ETF EUROPE ETF 464287861 37 1,147 SH   DFND   0 1,147 0
ISHARES MSCI ALL COUNTRY ASI MSCI AC ASIA ETF 464288182 2,989 50,301 SH   DFND   0 50,301 0
ISHARES MSCI ACWI ETF MSCI ACWI ETF 464288257 3,731 61,035 SH   DFND   0 61,035 0
ISHARES IBOXX HIGH YLD CORP IBOXX HI YD ETF 464288513 96 1,240 SH   DFND   0 1,240 0
ISHARES MSCI BRAZIL SMALL-CA BRAZIL SM-CP ETF 464289131 1,146 80,700 SH   DFND   0 80,700 0
ISHARES MSCI INDONESIA ETF MSCI INDONIA ETF 46429B309 738 51,342 SH   DFND   0 51,342 0
ISHARES MSCI PHILIPPINES ETF MSCI PHILIPS ETF 46429B408 445 19,875 SH   DFND   0 19,875 0
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 743 31,500 SH   DFND   0 31,500 0
ISHARES MSCI CHINA ETF MSCI CHINA ETF 46429B671 659 11,540 SH   DFND   0 11,540 0
ISHARES MSCI TAIWAN ETF MSCI TAIWAN ETF 46434G772 1,664 50,119 SH   DFND   0 50,119 0
ISHARES MSCI RUSSIA ETF MSCI RUSSIA ETF 46434G798 715 26,455 SH   DFND   0 26,455 0
ISHARES MSCI MALAYSIA ETF MSCI MLY ETF NEW 46434G814 958 42,433 SH   DFND   0 42,433 0
ISHARES MSCI JAPAN ETF MSCI JPN ETF NEW 46434G822 2,743 54,053 SH   DFND   0 54,053 0
ISHARES MSCI UNITED KINGDOM MSCI UK ETF NEW 46435G334 2,181 91,774 SH   DFND   0 91,774 0
JPMORGAN BETABUILDERS JAPAN BETBULD JAPAN 46641Q712 1,650 78,735 SH   DFND   0 78,735 0
Johnson & Johnson COM 478160104 118,110 900,706 SH   DFND 1 0 900,706 0
Kansas City Southern COM NEW 485170302 8,856 69,636 SH   DFND 1 0 69,636 0
KeyCorp COM 493267108 806 77,700 SH   DFND 1 0 77,700 0
Kohl's Corp COM 500255104 2,245 153,900 SH   DFND 1 0 153,900 0
Estee Lauder Cos Inc/The CL A 518439104 87,485 549,043 SH   DFND 1 0 549,043 0
MDC Holdings Inc COM 552676108 724 31,200 SH   DFND 1 0 31,200 0
MSCI Inc COM 55354G100 34,336 118,826 SH   DFND 1 0 118,826 0
Magna International Inc COM 559222401 707 22,300 SH   DFND 1 0 22,300 0
ManpowerGroup Inc COM 56418H100 572 10,800 SH   DFND 1 0 10,800 0
Marcus Corp/The COM 566330106 442 35,909 SH   DFND 1 0 35,909 0
Marriott International Inc/MD CL A 571903202 9,102 121,664 SH   DFND 1 0 121,664 0
Mastercard Inc CL A 57636Q104 123,415 510,909 SH   DFND 1 0 510,909 0
Merck & Co Inc COM 58933Y105 61,373 797,670 SH   DFND 1 0 797,670 0
Microsoft Corp COM 594918104 235,886 1,495,694 SH   DFND 1 0 1,495,694 0
Momo Inc ADR 60879B107 1,727 79,605 SH   DFND 1 0 79,605 0
Moody's Corp COM 615369105 78,567 371,474 SH   DFND 1 0 371,474 0
National Instruments Corp COM 636518102 3,358 101,500 SH   DFND 1 0 101,500 0
Netflix Inc COM 64110L106 52,913 140,913 SH   DFND 1 0 140,913 0
New Oriental Education & Technology Group Inc SPON ADR 647581107 2,305 21,291 SH   DFND 1 0 21,291 0
NIKE Inc CL B 654106103 82,531 997,477 SH   DFND 1 0 997,477 0
Nordstrom Inc COM 655664100 747 48,700 SH   DFND 1 0 48,700 0
Nucor Corp COM 670346105 897 24,900 SH   DFND 1 0 24,900 0
NVIDIA Corp COM 67066G104 43,050 163,314 SH   DFND 1 0 163,314 0
Omnicom Group Inc COM 681919106 1,010 18,400 SH   DFND 1 0 18,400 0
Packaging Corp of America COM 695156109 1,433 16,500 SH   DFND 1 0 16,500 0
PacWest Bancorp COM 695263103 1,000 55,800 SH   DFND 1 0 55,800 0
Paychex Inc COM 704326107 21,346 339,252 SH   DFND 1 0 339,252 0
PayPal Holdings Inc COM 70450Y103 154,035 1,608,886 SH   DFND 1 0 1,608,886 0
People's United Financial Inc COM 712704105 1,167 105,600 SH   DFND 1 0 105,600 0
PepsiCo Inc COM 713448108 39,782 331,237 SH   DFND 1 0 331,237 0
Philip Morris International Inc COM 718172109 1,863 25,534 SH   DFND 1 0 25,534 0
Pool Corp COM 73278L105 64,212 326,329 SH   DFND 1 0 326,329 0
ResMed Inc COM 761152107 53,198 361,182 SH   DFND 1 0 361,182 0
Resources Connection Inc COM 76122Q105 377 34,346 SH   DFND 1 0 34,346 0
Ross Stores Inc COM 778296103 15,269 175,572 SH   DFND 1 0 175,572 0
S&P Global Inc COM 78409V104 67,257 274,461 SH   DFND 1 0 274,461 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103 10,486 40,108 SH   DFND   0 40,108 0
SPDR S&P EMERGING ASIA PACIF ASIA PACIF ETF 78463X301 463 5,481 SH   DFND   0 5,481 0
SPDR PORTFOLIO EMERGING MARK PORTFOLIO EMG MK 78463X509 713 25,225 SH   DFND   0 25,225 0
SPDR S&P BANK ETF S&P BK ETF 78464A797 3 115 SH   DFND   0 115 0
SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 186 6,046 SH   DFND   0 6,046 0
salesforce.com Inc COM 79466L302 121,542 844,160 SH   DFND 1 0 844,160 0
MATERIALS SELECT SECTOR SPDR SBI MATERIALS 81369Y100 1,254 27,466 SH   DFND   0 27,466 0
HEALTH CARE SELECT SECTOR SBI HEALTHCARE 81369Y209 4,482 50,381 SH   DFND   0 50,381 0
CONSUMER STAPLES SPDR SBI CONS STPLS 81369Y308 2,746 49,381 SH   DFND   0 49,381 0
CONSUMER DISCRETIONARY SELT SBI CONS DISCR 81369Y407 7,151 71,435 SH   DFND   0 71,435 0
ENERGY SELECT SECTOR SPDR ENERGY 81369Y506 1,432 50,032 SH   DFND   0 50,032 0
FINANCIAL SELECT SECTOR SPDR SBI INT-FINL 81369Y605 5,259 245,621 SH   DFND   0 245,621 0
INDUSTRIAL SELECT SECT SPDR SBI INT-INDS 81369Y704 3,015 50,465 SH   DFND   0 50,465 0
TECHNOLOGY SELECT SECT SPDR TECHNOLOGY 81369Y803 14,270 174,239 SH   DFND   0 174,239 0
REAL ESTATE SELECT SECT SPDR RL EST SEL SEC 81369Y860 1,544 48,233 SH   DFND   0 48,233 0
UTILITIES SELECT SECTOR SPDR SBI INT-UTILS 81369Y886 1,025 17,759 SH   DFND   0 17,759 0
Sensient Technologies Corp COM 81725T100 670 15,400 SH   DFND 1 0 15,400 0
Snap-on Inc COM 833034101 849 7,800 SH   DFND 1 0 7,800 0
SolarEdge Technologies Inc COM 83417M104 38,846 474,430 SH   DFND 1 0 474,430 0
Sonoco Products Co COM 835495102 1,061 22,900 SH   DFND 1 0 22,900 0
TFI International Inc COM 87241L109 629 28,700 SH   DFND 1 0 28,700 0
TJX Cos Inc/The COM 872540109 32,058 670,530 SH   DFND 1 0 670,530 0
Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS 874039100 842 17,613 SH   DFND 1 0 17,613 0
Texas Instruments Inc COM 882508104 70,658 707,070 SH   DFND 1 0 707,070 0
Texas Roadhouse Inc COM 882681109 677 16,400 SH   DFND 1 0 16,400 0
Thermo Fisher Scientific Inc COM 883556102 121,961 430,047 SH   DFND 1 0 430,047 0
Tractor Supply Co COM 892356106 18,327 216,755 SH   DFND 1 0 216,755 0
TransUnion COM 89400J107 13,376 202,117 SH   DFND 1 0 202,117 0
Umpqua Holdings Corp COM 904214103 882 80,900 SH   DFND 1 0 80,900 0
Union Pacific Corp COM 907818108 17,751 125,860 SH   DFND 1 0 125,860 0
UnitedHealth Group Inc COM 91324P102 115,568 463,423 SH   DFND 1 0 463,423 0
VF Corp COM 918204108 622 11,500 SH   DFND 1 0 11,500 0
VANECK MORNINGSTAR WIDE MOAT MORNINGSTAR WIDE 92189F643 4,502 102,048 SH   DFND   0 102,048 0
Vanguard FTSE Europe ETF FTSE EUROPE ETF 922042874 167 3,849 SH   DFND   0 3,849 0
VANGUARD CONSUMER STAPLE ETF CONSUM STP ETF 92204A207 2,028 14,457 SH   DFND   0 14,457 0
VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 2,307 44,115 SH   DFND   0 44,115 0
VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 5,916 35,473 SH   DFND   0 35,473 0
VANGUARD INDUSTRIALS ETF INDUSTRIAL ETF 92204A603 710 6,359 SH   DFND   0 6,359 0
VANGUARD INFO TECH ETF INF TECH ETF 92204A702 6,444 29,813 SH   DFND   0 29,813 0
VANGUARD COMMUNICATION SERVI COMM SRVC ETF 92204A884 6,883 89,757 SH   DFND   0 89,757 0
VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 11,075 46,070 SH   DFND   0 46,070 0
Visa Inc COM CL A 92826C839 178,927 1,110,521 SH   DFND 1 0 1,110,521 0
Walgreens Boots Alliance Inc COM 931427108 965 21,100 SH   DFND 1 0 21,100 0
WesBanco Inc COM 950810101 1,498 63,200 SH   DFND 1 0 63,200 0
Williams-Sonoma Inc COM 969904101 876 20,600 SH   DFND 1 0 20,600 0
WISDOMTREE EUROPE HEDGED EQU EUROPE HEDGED EQ 97717X701 611 11,899 SH   DFND   0 11,899 0
WISDOMTREE ICBCCS SP 500 ICBCCS S&P CHINA 97717Y832 1,459 55,380 SH   DFND   0 55,380 0
Worthington Industries Inc COM 981811102 641 24,400 SH   DFND 1 0 24,400 0
Xcel Energy Inc COM 98389B100 1,429 23,700 SH   DFND 1 0 23,700 0
Yum China Holdings Inc COM 98850P109 2,251 52,792 SH   DFND 1 0 52,792 0
Zoetis Inc CL A 98978V103 39,538 335,948 SH   DFND 1 0 335,948 0
Deutsche Bank AG NAMEN AKT D18190898 64 9,834 SH   DFND   0 9,834 0
Allegion plc ORD SHS G0176J109 10,914 118,604 SH   DFND 1 0 118,604 0
Aon PLC/UK SHS CL A G0408V102 7,901 47,872 SH   DFND 1 0 47,872 0
Accenture PLC SHS CLASS A G1151C101 42,659 261,296 SH   DFND 1 0 261,296 0
Eaton Corp PLC SHS G29183103 1,064 13,700 SH   DFND 1 0 13,700 0
Janus Henderson Group PLC ORD SHS G4474Y214 1,426 93,100 SH   DFND 1 0 93,100 0
ICON PLC SHS G4705A100 48,866 359,307 SH   DFND 1 0 359,307 0
IHS Markit Ltd SHS G47567105 15,649 260,824 SH   DFND 1 0 260,824 0
Linde PLC SHS G5494J103 9,377 53,078 SH   DFND 1 0 53,078 0
Linde PLC SHS G5494J103 28,856 163,239 SH   DFND   0 163,239 0
Medtronic PLC SHS G5960L103 40,023 443,815 SH   DFND 1 0 443,815 0
Seagate Technology PLC SHS G7945M107 3,440 70,500 SH   DFND 1 0 70,500 0
Willis Towers Watson PLC SHS G96629103 30,061 176,988 SH   DFND 1 0 176,988 0
Alcon Inc ORD SHS H01301128 5,513 107,708 SH   DFND 1 0 107,708 0
Garmin Ltd SHS H2906T109 825 11,000 SH   DFND 1 0 11,000 0
UBS Group AG SHS H42097107 214 22,801 SH   DFND   0 22,801 0
UBS Group AG SHS H42097107 9,771 1,041,053 SH   DFND 1 0 1,041,053 0
Ferrari NV COM N3167Y103 4,123 26,473 SH   DFND 1 0 26,473 0
Fiat Chrysler Automobiles NV SHS N31738102 1,902 262,967 SH   DFND 1 0 262,967 0
QIAGEN NV SHS NEW N72482123 1,985 49,287 SH   DFND 1 0 49,287 0
Royal Caribbean Cruises Ltd COM V7780T103 254 7,900 SH   DFND 1 0 7,900 0