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 54,217 328,686 SH   DFND 1 328,686 0 0
AGCO CORP COM 001084102 1,953 41,000 SH   SOLE   41,000 0 0
AIR PRODS & CHEMS INC COM 009158106 113,961 753,309 SH   DFND 1 753,309 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,330 32,792 SH   SOLE   32,792 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 6,498 66,279 SH   SOLE   66,279 0 0
ALTRIA GROUP INC COM 02209S103 43,982 879,297 SH   SOLE   879,297 0 0
AMAZON COM INC COM 023135106 178,586 479,942 SH   DFND 1 479,942 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 4,872 113,640 SH   SOLE   113,640 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,299 42,411 SH   SOLE   42,411 0 0
AMGEN INC COM 031162100 235,227 1,471,549 SH   DFND 1 1,471,549 0 0
ANADARKO PETE CORP COM 032511107 100,873 1,218,123 SH   DFND 1 1,218,123 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 2,606 66,210 SH   SOLE   66,210 0 0
APPLE INC COM 037833100 1,937 15,567 SH   DFND 1 15,567 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,788 79,918 SH   DFND 1 79,918 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 141,231 1,649,123 SH   DFND 1 1,649,123 0 0
AVALONBAY CMNTYS INC COM 053484101 12,651 72,605 SH   SOLE   72,605 0 0
BORGWARNER INC COM 099724106 300,390 4,966,771 SH   DFND 1 4,966,771 0 0
BOSTON PROPERTIES INC COM 101121101 29,102 207,162 SH   SOLE   207,162 0 0
BRF SA SPONSORED ADR 10552T107 376 19,000 SH   SOLE   19,000 0 0
BUNGE LIMITED COM G16962105 3,938 47,810 SH   SOLE   47,810 0 0
CAMDEN PPTY TR SH BEN INT 133131102 4,526 57,928 SH   SOLE   57,928 0 0
CANADIAN PAC RY LTD COM 13645T100 95,345 521,869 SH   DFND 1 521,869 0 0
CARMAX INC COM 143130102 244,961 3,549,638 SH   DFND 1 3,549,638 0 0
CARNIVAL PLC ADR 14365C103 70,657 1,444,062 SH   DFND 1 1,444,062 0 0
CATERPILLAR INC DEL COM 149123101 1,281 16,006 SH   SOLE   16,006 0 0
CBRE GROUP INC CL A 12504L109 4,194 108,338 SH   SOLE   108,338 0 0
CERNER CORP COM 156782104 1,869 25,517 SH   SOLE   25,517 0 0
CINEMARK HOLDINGS INC COM 17243V102 71,626 1,589,220 SH   SOLE   1,589,220 0 0
CINTAS CORP COM 172908105 46,918 574,770 SH   SOLE   574,770 0 0
CISCO SYS INC COM 17275R102 481 17,488 SH   SOLE   17,488 0 0
CITIGROUP INC COM NEW 172967424 246,552 4,785,561 SH   DFND 1 4,785,561 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,116 33,912 SH   SOLE   33,912 0 0
COLGATE PALMOLIVE CO COM 194162103 74,753 1,078,062 SH   DFND 1 1,078,062 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 333 61,353 SH   SOLE   61,353 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 373 91,320 SH   SOLE   91,320 0 0
CONTINENTAL RESOURCES INC COM 212015101 57,109 1,307,751 SH   SOLE   1,307,751 0 0
COPA HOLDINGS SA CL A P31076105 3,696 36,600 SH   SOLE   36,600 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 30,978 769,445 SH   SOLE   769,445 0 0
COSTCO WHSL CORP NEW COM 22160K105 260,521 1,719,665 SH   DFND 1 1,719,665 0 0
CREDICORP LTD COM G2519Y108 137,742 979,464 SH   DFND 1 979,464 0 0
DIGITAL RLTY TR INC COM 253868103 6,367 96,521 SH   SOLE   96,521 0 0
DISNEY WALT CO COM DISNEY 254687106 77,093 734,988 SH   DFND 1 734,988 0 0
DOUGLAS EMMETT INC COM 25960P109 1,500 50,321 SH   SOLE   50,321 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 88,306 1,235,561 SH   DFND 1 1,235,561 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 74,053 964,487 SH   SOLE   964,487 0 0
ECOLAB INC COM 278865100 185,723 1,623,737 SH   DFND 1 1,623,737 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 93,626 3,044,755 SH   DFND 1 3,044,755 0 0
EMERSON ELEC CO COM 291011104 70,649 1,247,783 SH   DFND 1 1,247,783 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 8,499 109,163 SH   SOLE   109,163 0 0
ESSEX PPTY TR INC COM 297178105 10,292 44,767 SH   SOLE   44,767 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 3,391 23,035 SH   SOLE   23,035 0 0
GARMIN LTD SHS H2906T109 9,267 195,013 SH   SOLE   195,013 0 0
GENERAL ELECTRIC CO COM 369604103 42,785 1,724,495 SH   DFND 1 1,724,495 0 0
GILEAD SCIENCES INC COM 375558103 3,258 33,200 SH   SOLE   33,200 0 0
GOOGLE INC CL A 38259P508 132,883 239,559 SH   DFND 1 239,559 0 0
GOOGLE INC CL C 38259P706 193,912 353,854 SH   DFND 1 353,854 0 0
HALLIBURTON CO COM 406216101 17,382 396,134 SH   DFND 1 396,134 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 264,449 6,323,507 SH   DFND 1 6,323,507 0 0
HCP INC COM 40414L109 2,311 53,492 SH   SOLE   53,492 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 819 13,900 SH   SOLE   13,900 0 0
HMS HLDGS CORP COM 40425J101 932 60,300 SH   SOLE   60,300 0 0
HOME DEPOT INC COM 437076102 3,086 27,163 SH   SOLE   27,163 0 0
HOST HOTELS & RESORTS INC COM 44107P104 8,654 428,849 SH   SOLE   428,849 0 0
ICICI BK LTD ADR 45104G104 69,506 6,709,062 SH   SOLE   6,709,062 0 0
INFOSYS LTD SPONSORED ADR 456788108 3,572 101,815 SH   SOLE   101,815 0 0
INTEL CORP COM 458140100 552 17,653 SH   DFND 1 17,653 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,743 10,858 SH   SOLE   10,858 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 140,878 1,199,986 SH   DFND 1 1,199,986 0 0
INTL PAPER CO COM 460146103 140,795 2,537,295 SH   DFND 1 2,537,295 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 116,987 231,643 SH   DFND 1 231,643 0 0
ISHARES MSCI ACWI ETF 464288257 80,162 1,335,590 SH   DFND 1 1,335,590 0 0
ISHARES TR CHINA ETF 46429B671 8,775 161,000 SH   SOLE   161,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 50,356 1,134,151 SH   DFND 1 1,134,151 0 0
ISHARES TR CORE US AGGBD ET 464287226 5,377 48,250 SH   DFND 1 48,250 0 0
ISHARES TR IBOXX INV CP ETF 464287242 5,195 42,680 SH   DFND 1 42,680 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 1,439 35,846 SH   DFND 1 35,846 0 0
ISHARES TR TIPS BD ETF 464287176 1,409 12,400 SH   DFND 1 12,400 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 1,270 114,802 SH   SOLE   114,802 0 0
JPMORGAN CHASE & CO COM 46625H100 307,598 5,077,545 SH   DFND 1 5,077,545 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 10,030 98,257 SH   DFND 1 98,257 0 0
KAR AUCTION SVCS INC COM 48238T109 104,877 2,765,003 SH   DFND 1 2,765,003 0 0
KILROY RLTY CORP COM 49427F108 6,619 86,900 SH   SOLE   86,900 0 0
KIMBERLY CLARK CORP COM 494368103 147,284 1,375,070 SH   DFND 1 1,375,070 0 0
KIMCO RLTY CORP COM 49446R109 3,251 121,076 SH   SOLE   121,076 0 0
LEGGETT & PLATT INC COM 524660107 32,172 698,032 SH   SOLE   698,032 0 0
LKQ CORP COM 501889208 2,017 78,906 SH   SOLE   78,906 0 0
LOCKHEED MARTIN CORP COM 539830109 10,906 53,733 SH   SOLE   53,733 0 0
MACERICH CO COM 554382101 6,533 77,468 SH   SOLE   77,468 0 0
MARKET VECTORS ETF TR RUSSIA ETF 57060U506 1,294 76,000 SH   SOLE   76,000 0 0
MASTERCARD INC CL A 57636Q104 139,915 1,619,569 SH   DFND 1 1,619,569 0 0
MEDNAX INC COM 58502B106 2,175 30,000 SH   SOLE   30,000 0 0
MEDTRONIC PLC SHS G5960L103 2,583 33,125 SH   SOLE   33,125 0 0
MICROSOFT CORP COM 594918104 3,823 94,033 SH   DFND 1 94,033 0 0
MIDDLEBY CORP COM 596278101 2,156 21,000 SH   SOLE   21,000 0 0
MOSAIC CO NEW COM 61945C103 5,767 125,200 SH   SOLE   125,200 0 0
PENTAIR PLC SHS G7S00T104 1,162 18,484 SH   DFND 1 18,484 0 0
PFIZER INC COM 717081103 57,055 1,639,970 SH   DFND 1 1,639,970 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,137 97,999 SH   SOLE   97,999 0 0
POWERSHARES ETF TRUST WATER RESOURCE 73935X575 4,661 187,181 SH   DFND 1 187,181 0 0
PRAXAIR INC COM 74005P104 3,026 25,060 SH   DFND 1 25,060 0 0
PROLOGIS INC COM 74340W103 17,056 391,561 SH   SOLE   391,561 0 0
PRUDENTIAL FINL INC COM 744320102 1,486 18,500 SH   SOLE   18,500 0 0
PUBLIC STORAGE COM 74460D109 9,099 46,156 SH   SOLE   46,156 0 0
QUALCOMM INC COM 747525103 1,542 22,242 SH   SOLE   22,242 0 0
QUANTA SVCS INC COM 74762E102 1,526 53,500 SH   SOLE   53,500 0 0
REGENCY CTRS CORP COM 758849103 7,175 105,460 SH   SOLE   105,460 0 0
RYDER SYS INC COM 783549108 1,642 17,300 SH   SOLE   17,300 0 0
SCHLUMBERGER LTD COM 806857108 12,416 148,799 SH   DFND 1 148,799 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,649 31,700 SH   SOLE   31,700 0 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 19,940 898,623 SH   SOLE   898,623 0 0
SIMON PPTY GROUP INC NEW COM 828806109 47,046 240,472 SH   SOLE   240,472 0 0
SL GREEN RLTY CORP COM 78440X101 6,063 47,228 SH   SOLE   47,228 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 39,820 2,181,934 SH   SOLE   2,181,934 0 0
SOUTHWESTERN ENERGY CO COM 845467109 950 40,978 SH   SOLE   40,978 0 0
STARBUCKS CORP COM 855244109 2,589 27,340 SH   SOLE   27,340 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 32,332 387,211 SH   SOLE   387,211 0 0
STERICYCLE INC COM 858912108 66,307 472,174 SH   SOLE   472,174 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 259 11,050 SH   SOLE   11,050 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 5,951 169,200 SH   SOLE   169,200 0 0
TATA MTRS LTD SPONSORED ADR 876568502 64,088 1,422,281 SH   SOLE   1,422,281 0 0
TAUBMAN CTRS INC COM 876664103 2,936 38,071 SH   SOLE   38,071 0 0
THE ADT CORPORATION COM 00101J106 2,319 55,845 SH   DFND 1 55,845 0 0
TIFFANY & CO NEW COM 886547108 95,308 1,082,920 SH   SOLE   1,082,920 0 0
TJX COS INC NEW COM 872540109 99,930 1,426,559 SH   SOLE   1,426,559 0 0
TRACTOR SUPPLY CO COM 892356106 1,761 20,700 SH   SOLE   20,700 0 0
UDR INC COM 902653104 5,916 173,854 SH   SOLE   173,854 0 0
UNION PAC CORP COM 907818108 2,448 22,603 SH   SOLE   22,603 0 0
UNITED RENTALS INC COM 911363109 2,616 28,700 SH   SOLE   28,700 0 0
UNITED TECHNOLOGIES CORP COM 913017109 194,708 1,661,332 SH   DFND 1 1,661,332 0 0
URBAN EDGE PPTYS COM 91704F104 516 21,781 SH   SOLE   21,781 0 0
V F CORP COM 918204108 62,722 832,846 SH   DFND 1 832,846 0 0
VARIAN MED SYS INC COM 92220P105 143,422 1,524,306 SH   DFND 1 1,524,306 0 0
VENTAS INC COM 92276F100 15,531 212,701 SH   SOLE   212,701 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 947 19,464 SH   DFND 1 19,464 0 0
VORNADO RLTY TR SH BEN INT 929042109 15,350 137,056 SH   SOLE   137,056 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 147,384 1,740,486 SH   SOLE   1,740,486 0 0
WELLS FARGO & CO NEW COM 949746101 2,917 53,623 SH   DFND 1 53,623 0 0
WHOLE FOODS MKT INC COM 966837106 542 10,400 SH   SOLE   10,400 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 2,642 39,940 SH   DFND 1 39,940 0 0
WISDOMTREE TR LARGECAP DIVID 97717W307 8,268 112,800 SH   DFND 1 112,800 0 0
XEROX CORP COM 984121103 2,610 203,100 SH   SOLE   203,100 0 0