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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 209,539 927,206 SH   DFND 1 927,206 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,450 54,976 SH   SOLE   54,976 0 0
AGCO CORP COM 001084102 7,427 100,000 SH   SOLE   100,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 9,177 57,354 SH   SOLE   57,354 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,983 13,549 SH   DFND 1 13,549 0 0
ALPHABET INC CAP STK CL C 02079K107 153,889 104,715 SH   DFND 1 104,715 0 0
ALPHABET INC CAP STK CL A 02079K305 41,095 28,040 SH   DFND 1 28,040 0 0
ALTERYX INC COM CL A 02156B103 2,195 19,332 SH   SOLE   19,332 0 0
AMAZON COM INC COM 023135106 259,707 82,480 SH   DFND 1 82,480 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 4,172 119,474 SH   SOLE   119,474 0 0
AMERICAN TOWER CORP NEW COM 03027X100 17,446 72,170 SH   SOLE   72,170 0 0
AMERICOLD RLTY TR COM 03064D108 15,194 425,000 SH   SOLE   425,000 0 0
AMGEN INC COM 031162100 242,812 955,349 SH   DFND 1 955,349 0 0
ANAPLAN INC COM 03272L108 2,666 42,601 SH   SOLE   42,601 0 0
APPLE INC COM 037833100 108,136 933,737 SH   DFND 1 933,737 0 0
ARAMARK COM 03852U106 176,069 6,656,657 SH   DFND 1 6,656,657 0 0
AVALONBAY CMNTYS INC COM 053484101 8,371 56,055 SH   SOLE   56,055 0 0
BAOZUN INC SPONSORED ADR 06684L103 1,425 43,875 SH   SOLE   43,875 0 0
BEYOND MEAT INC COM 08862E109 8,885 53,505 SH   SOLE   53,505 0 0
BK OF AMERICA CORP COM 060505104 482 20,000 SH   SOLE   20,000 0 0
BLACKROCK INC COM 09247X101 91,092 161,640 SH   DFND 1 161,640 0 0
BOOKING HOLDINGS INC COM 09857L108 62,779 36,698 SH   DFND 1 36,698 0 0
BOSTON PROPERTIES INC COM 101121101 8,812 109,740 SH   SOLE   109,740 0 0
BROADCOM INC COM 11135F101 171,273 470,118 SH   DFND 1 470,118 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 893 27,000 SH   SOLE   27,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 5,330 59,897 SH   SOLE   59,897 0 0
CF INDS HLDGS INC COM 125269100 8,445 275,000 SH   SOLE   275,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 78,726 126,094 SH   DFND 1 126,094 0 0
CISCO SYS INC COM 17275R102 16,439 417,343 SH   SOLE   417,343 0 0
CME GROUP INC COM 12572Q105 254,277 1,519,793 SH   DFND 1 1,519,793 0 0
COLGATE PALMOLIVE CO COM 194162103 264,917 3,433,789 SH   DFND 1 3,433,789 0 0
COSTCO WHSL CORP NEW COM 22160K105 98,291 276,876 SH   DFND 1 276,876 0 0
CREDICORP LTD COM G2519Y108 90,572 730,478 SH   DFND 1 730,478 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 95,562 573,948 SH   DFND 1 573,948 0 0
DEERE & CO COM 244199105 165,122 745,036 SH   DFND 1 745,036 0 0
DISNEY WALT CO COM DISNEY 254687106 82,090 661,586 SH   DFND 1 661,586 0 0
DYNATRACE INC COM NEW 268150109 2,525 61,550 SH   SOLE   61,550 0 0
EAST WEST BANCORP INC COM 27579R104 2,255 68,890 SH   SOLE   68,890 0 0
EBAY INC. COM 278642103 38,919 747,007 SH   SOLE   747,007 0 0
ECOLAB INC COM 278865100 226,667 1,134,240 SH   DFND 1 1,134,240 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 13,048 163,473 SH   SOLE   163,473 0 0
EQUINIX INC COM 29444U700 236,507 311,140 SH   DFND 1 311,140 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 6,462 125,901 SH   SOLE   125,901 0 0
ESSEX PPTY TR INC COM 297178105 5,468 27,230 SH   SOLE   27,230 0 0
EVERCORE INC CLASS A 29977A105 1,637 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 66,926 255,541 SH   SOLE   255,541 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 104,602 959,124 SH   DFND 1 959,124 0 0
FIVE9 INC COM 338307101 1,613 12,436 SH   SOLE   12,436 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 54,086 1,082,592 SH   SOLE   1,082,592 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 3,567 131,366 SH   SOLE   131,366 0 0
HENRY JACK & ASSOC INC COM 426281101 128,237 788,715 SH   DFND 1 788,715 0 0
HOME DEPOT INC COM 437076102 230,136 828,691 SH   DFND 1 828,691 0 0
ILLUMINA INC COM 452327109 54,581 176,591 SH   DFND 1 176,591 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8,572 70,000 SH   SOLE   70,000 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,268 25,000 SH   SOLE   25,000 0 0
ISHARES TR CORE US AGGBD ET 464287226 6,936 58,750 SH   SOLE   58,750 0 0
ISHARES TR MSCI ACWI ETF 464288257 103,890 1,299,926 SH   DFND 1 1,299,926 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,426 25,429 SH   DFND 1 25,429 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,520 29,124 SH   SOLE   29,124 0 0
ISHARES TR TIPS BD ETF 464287176 1,308 10,339 SH   SOLE   10,339 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 1,683 30,642 SH   SOLE   30,642 0 0
JPMORGAN CHASE & CO COM 46625H100 171,207 1,778,409 SH   DFND 1 1,778,409 0 0
KILROY RLTY CORP COM 49427F108 4,525 87,079 SH   SOLE   87,079 0 0
LAUDER ESTEE COS INC CL A 518439104 2,510 11,500 SH   SOLE   11,500 0 0
LIFE STORAGE INC COM 53223X107 5,351 50,835 SH   SOLE   50,835 0 0
LILLY ELI & CO COM 532457108 19,226 129,888 SH   SOLE   129,888 0 0
MARRIOTT INTL INC NEW CL A 571903202 41,068 443,599 SH   DFND 1 443,599 0 0
MASTERCARD INCORPORATED CL A 57636Q104 255,120 754,412 SH   DFND 1 754,412 0 0
MEDALLIA INC COM 584021109 2,874 104,829 SH   SOLE   104,829 0 0
MEDTRONIC PLC SHS G5960L103 168,530 1,621,724 SH   DFND 1 1,621,724 0 0
MERCK & CO. INC COM 58933Y105 187,139 2,256,041 SH   DFND 1 2,256,041 0 0
MICROSOFT CORP COM 594918104 237,125 1,127,395 SH   DFND 1 1,127,395 0 0
MIDDLEBY CORP COM 596278101 7,715 86,000 SH   SOLE   86,000 0 0
MONDELEZ INTL INC CL A 609207105 17,825 310,275 SH   SOLE   310,275 0 0
MOODYS CORP COM 615369105 106,823 368,546 SH   DFND 1 368,546 0 0
MOSAIC CO NEW COM 61945C103 6,851 375,000 SH   SOLE   375,000 0 0
MSCI INC COM 55354G100 11,615 32,555 SH   SOLE   32,555 0 0
NEW RELIC INC COM 64829B100 2,795 49,593 SH   SOLE   49,593 0 0
NEXTERA ENERGY INC COM 65339F101 183,583 661,418 SH   DFND 1 661,418 0 0
OTIS WORLDWIDE CORP COM 68902V107 183,243 2,935,643 SH   DFND 1 2,935,643 0 0
OWENS CORNING NEW COM 690742101 16,404 238,401 SH   SOLE   238,401 0 0
PAYPAL HLDGS INC COM 70450Y103 27,427 139,203 SH   SOLE   139,203 0 0
PFIZER INC COM 717081103 59,507 1,621,455 SH   DFND 1 1,621,455 0 0
PING IDENTITY HLDG CORP COM 72341T103 2,766 88,623 SH   SOLE   88,623 0 0
PLURALSIGHT INC COM CL A 72941B106 2,407 140,494 SH   SOLE   140,494 0 0
PROLOGIS INC. COM 74340W103 30,141 299,551 SH   SOLE   299,551 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 22,289 387,365 SH   DFND 1 387,365 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 3,050 77,066 SH   SOLE   77,066 0 0
SEALED AIR CORP NEW COM 81211K100 27,971 720,710 SH   SOLE   720,710 0 0
SERVICE CORP INTL COM 817565104 115,959 2,749,151 SH   DFND 1 2,749,151 0 0
SERVICENOW INC COM 81762P102 34,761 71,672 SH   DFND 1 71,672 0 0
SPDR GOLD TR GOLD SHS 78463V107 7,536 42,550 SH   DFND 1 42,550 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 663 16,792 SH   SOLE   16,792 0 0
SPLUNK INC COM 848637104 121,650 646,626 SH   DFND 1 646,626 0 0
SQUARE INC CL A 852234103 5,658 34,807 SH   SOLE   34,807 0 0
SVB FINANCIAL GROUP COM 78486Q101 58,211 241,919 SH   SOLE   241,919 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 235,862 2,909,367 SH   DFND 1 2,909,367 0 0
TE CONNECTIVITY LTD REG SHS H84989104 78,101 799,071 SH   DFND 1 799,071 0 0
TELEFLEX INCORPORATED COM 879369106 17,916 52,628 SH   SOLE   52,628 0 0
TEXAS INSTRS INC COM 882508104 48,588 340,279 SH   DFND 1 340,279 0 0
TWITTER INC COM 90184L102 1,224 27,508 SH   SOLE   27,508 0 0
UNDER ARMOUR INC CL A 904311107 15,793 1,406,362 SH   SOLE   1,406,362 0 0
UNITED PARCEL SERVICE INC CL B 911312106 202,804 1,217,093 SH   DFND 1 1,217,093 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2,156 24,440 SH   DFND 1 24,440 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 779 13,089 SH   DFND 1 13,089 0 0
WELBILT INC COM 949090104 13,226 2,147,060 SH   SOLE   2,147,060 0 0
WELLTOWER INC COM 95040Q104 3,117 56,572 SH   SOLE   56,572 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 42,074 1,475,256 SH   DFND 1 1,475,256 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 4,453 45,892 SH   SOLE   45,892 0 0
XILINX INC COM 983919101 1,897 18,194 SH   SOLE   18,194 0 0
ZENDESK INC COM 98936J101 3,247 31,551 SH   SOLE   31,551 0 0
ZOETIS INC CL A 98978V103 13,424 81,175 SH   SOLE   81,175 0 0