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 159,249 835,777 SH   DFND 1 835,777 0 0
ACTIVISION BLIZZARD INC COM 00507V109 66,804 1,434,493 SH   DFND 1 1,434,493 0 0
ADIENT PLC ORD SHS G0084W101 715 47,495 SH   SOLE   47,495 0 0
AGCO CORP COM 001084102 8,428 151,400 SH   SOLE   151,400 0 0
AIR PRODS & CHEMS INC COM 009158106 140,294 876,562 SH   DFND 1 876,562 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,277 63,148 SH   SOLE   63,148 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,341 265,124 SH   DFND 1 265,124 0 0
ALPHABET INC CAP STK CL C 02079K107 125,677 121,356 SH   DFND 1 121,356 0 0
ALPHABET INC CAP STK CL A 02079K305 13,039 12,478 SH   DFND 1 12,478 0 0
AMAZON COM INC COM 023135106 92,825 61,802 SH   DFND 1 61,802 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 11,152 269,445 SH   SOLE   269,445 0 0
AMERICAN TOWER CORP NEW COM 03027X100 14,059 88,871 SH   SOLE   88,871 0 0
AMERICOLD RLTY TR COM 03064D108 5,108 200,000 SH   SOLE   200,000 0 0
AMGEN INC COM 031162100 167,979 862,892 SH   DFND 1 862,892 0 0
APPLE INC COM 037833100 45,894 290,948 SH   DFND 1 290,948 0 0
ARAMARK COM 03852U106 33,580 1,159,122 SH   SOLE   1,159,122 0 0
AVALONBAY CMNTYS INC COM 053484101 12,409 71,297 SH   SOLE   71,297 0 0
BANK AMER CORP COM 060505104 493 20,000 SH   SOLE   20,000 0 0
BLACKROCK INC COM 09247X101 94,698 241,072 SH   DFND 1 241,072 0 0
BOOKING HLDGS INC COM 09857L108 38,098 22,119 SH   DFND 1 22,119 0 0
BOSTON PROPERTIES INC COM 101121101 25,158 223,529 SH   SOLE   223,529 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 690 18,000 SH   SOLE   18,000 0 0
BUNGE LIMITED COM G16962105 2,939 55,000 SH   SOLE   55,000 0 0
CARMAX INC COM 143130102 47,618 759,099 SH   SOLE   759,099 0 0
CF INDS HLDGS INC COM 125269100 5,221 120,000 SH   SOLE   120,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 19,790 69,447 SH   DFND 1 69,447 0 0
CINEMARK HOLDINGS INC COM 17243V102 39,905 1,114,662 SH   DFND 1 1,114,662 0 0
CITIGROUP INC COM NEW 172967424 65,000 1,248,550 SH   DFND 1 1,248,550 0 0
CME GROUP INC COM CL A 12572Q105 192,299 1,022,212 SH   DFND 1 1,022,212 0 0
COCA COLA CO COM 191216100 17,105 361,248 SH   SOLE   361,248 0 0
COLGATE PALMOLIVE CO COM 194162103 134,747 2,263,887 SH   DFND 1 2,263,887 0 0
CONOCOPHILLIPS COM 20825C104 4,571 73,311 SH   SOLE   73,311 0 0
COSTCO WHSL CORP NEW COM 22160K105 142,865 701,314 SH   DFND 1 701,314 0 0
CREDICORP LTD COM G2519Y108 67,833 306,011 SH   DFND 1 306,011 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 67,559 621,914 SH   DFND 1 621,914 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 7,352 165,000 SH   SOLE   165,000 0 0
DEERE & CO COM 244199105 165,116 1,106,895 SH   DFND 1 1,106,895 0 0
DISNEY WALT CO COM DISNEY 254687106 51,452 469,241 SH   DFND 1 469,241 0 0
EAST WEST BANCORP INC COM 27579R104 2,999 68,890 SH   SOLE   68,890 0 0
EBAY INC COM 278642103 5,103 181,803 SH   SOLE   181,803 0 0
ECOLAB INC COM 278865100 161,532 1,096,248 SH   DFND 1 1,096,248 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,390 22,130 SH   SOLE   22,130 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 30,561 1,380,979 SH   DFND 1 1,380,979 0 0
EQUINIX INC COM PAR $0.001 29444U700 151,666 430,185 SH   DFND 1 430,185 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 10,906 165,220 SH   SOLE   165,220 0 0
ESSEX PPTY TR INC COM 297178105 10,990 44,820 SH   SOLE   44,820 0 0
EVERCORE INC CLASS A 29977A105 1,789 25,000 SH   SOLE   25,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 7,317 80,870 SH   SOLE   80,870 0 0
FACEBOOK INC CL A 30303M102 5,062 38,618 SH   SOLE   38,618 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 84,684 974,496 SH   DFND 1 974,496 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 37,001 429,994 SH   SOLE   429,994 0 0
HOME DEPOT INC COM 437076102 22,495 130,924 SH   DFND 1 130,924 0 0
ICICI BK LTD ADR 45104G104 6,103 593,105 SH   SOLE   593,105 0 0
INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 6,132 155,000 SH   SOLE   155,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,028 30,000 SH   SOLE   30,000 0 0
ISHARES TR TIPS BD ETF 464287176 1,264 11,544 SH   SOLE   11,544 0 0
ISHARES TR CORE US AGGBD ET 464287226 4,966 46,632 SH   SOLE   46,632 0 0
ISHARES TR IBOXX INV CP ETF 464287242 2,286 20,262 SH   DFND 1 20,262 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,586 30,924 SH   SOLE   30,924 0 0
ISHARES TR MSCI ACWI ETF 464288257 83,952 1,308,480 SH   DFND 1 1,308,480 0 0
ISHARES TR SH TR CRPORT ETF 464288646 1,582 30,642 SH   SOLE   30,642 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,259 25,000 SH   SOLE   25,000 0 0
JPMORGAN CHASE & CO COM 46625H100 183,383 1,878,542 SH   DFND 1 1,878,542 0 0
KAR AUCTION SVCS INC COM 48238T109 69,659 1,459,748 SH   DFND 1 1,459,748 0 0
KILROY RLTY CORP COM 49427F108 11,078 176,170 SH   SOLE   176,170 0 0
KIMCO RLTY CORP COM 49446R109 6,886 470,002 SH   SOLE   470,002 0 0
LAUDER ESTEE COS INC CL A 518439104 5,505 42,312 SH   DFND 1 42,312 0 0
LIBERTY PPTY TR SH BEN INT 531172104 11,394 272,068 SH   SOLE   272,068 0 0
LIFE STORAGE INC COM 53223X107 5,364 57,688 SH   SOLE   57,688 0 0
LILLY ELI & CO COM 532457108 3,033 26,213 SH   SOLE   26,213 0 0
MARRIOTT INTL INC NEW CL A 571903202 113,687 1,047,226 SH   DFND 1 1,047,226 0 0
MASTERCARD INCORPORATED CL A 57636Q104 195,129 1,034,342 SH   DFND 1 1,034,342 0 0
MEDTRONIC PLC SHS G5960L103 3,600 39,575 SH   SOLE   39,575 0 0
MERCK & CO INC COM 58933Y105 2,870 37,559 SH   SOLE   37,559 0 0
MICROSOFT CORP COM 594918104 11,462 112,844 SH   DFND 1 112,844 0 0
MIDDLEBY CORP COM 596278101 7,941 77,300 SH   SOLE   77,300 0 0
MONDELEZ INTL INC CL A 609207105 6,326 158,022 SH   SOLE   158,022 0 0
MOODYS CORP COM 615369105 37,890 270,566 SH   SOLE   270,566 0 0
MOSAIC CO NEW COM 61945C103 12,181 417,000 SH   SOLE   417,000 0 0
MSCI INC COM 55354G100 4,950 33,576 SH   SOLE   33,576 0 0
NEXTERA ENERGY INC COM 65339F101 127,276 732,227 SH   DFND 1 732,227 0 0
NIKE INC CL B 654106103 12,992 175,242 SH   SOLE   175,242 0 0
OWENS CORNING NEW COM 690742101 3,594 81,712 SH   SOLE   81,712 0 0
PAYPAL HLDGS INC COM 70450Y103 4,983 59,254 SH   SOLE   59,254 0 0
PFIZER INC COM 717081103 180,642 4,138,408 SH   DFND 1 4,138,408 0 0
PROLOGIS INC COM 74340W103 15,338 261,205 SH   SOLE   261,205 0 0
SEALED AIR CORP NEW COM 81211K100 5,304 152,244 SH   SOLE   152,244 0 0
SERVICE CORP INTL COM 817565104 57,509 1,428,443 SH   SOLE   1,428,443 0 0
SERVICENOW INC COM 81762P102 64,254 360,874 SH   DFND 1 360,874 0 0
SIMON PPTY GROUP INC NEW COM 828806109 88,919 529,314 SH   DFND 1 529,314 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 2,681 70,000 SH   SOLE   70,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,322 27,398 SH   DFND 1 27,398 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 10,944 247,263 SH   SOLE   247,263 0 0
SVB FINL GROUP COM 78486Q101 40,464 213,056 SH   DFND 1 213,056 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 171,850 4,655,910 SH   DFND 1 4,655,910 0 0
TEXAS INSTRS INC COM 882508104 43,175 456,880 SH   DFND 1 456,880 0 0
TWITTER INC COM 90184L102 791 27,508 SH   SOLE   27,508 0 0
ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 429 31,660 SH   SOLE   31,660 0 0
UNDER ARMOUR INC CL A 904311107 2,851 161,367 SH   SOLE   161,367 0 0
UNION PAC CORP COM 907818108 77,210 558,560 SH   DFND 1 558,560 0 0
UNITED PARCEL SERVICE INC CL B 911312106 43,629 447,335 SH   DFND 1 447,335 0 0
UNITED TECHNOLOGIES CORP COM 913017109 87,513 821,872 SH   DFND 1 821,872 0 0
VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1,755 22,152 SH   SOLE   22,152 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,599 48,259 SH   SOLE   48,259 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 843 12,882 SH   SOLE   12,882 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 583 12,800 SH   SOLE   12,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 821 14,610 SH   DFND 1 14,610 0 0
VORNADO RLTY TR SH BEN INT 929042109 10,461 168,643 SH   SOLE   168,643 0 0
WELBILT INC COM 949090104 4,226 380,355 SH   SOLE   380,355 0 0
WELLS FARGO CO NEW COM 949746101 27,446 595,616 SH   DFND 1 595,616 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 5,848 69,246 SH   SOLE   69,246 0 0
ZIONS BANCORPORATION N A COM 989701107 18,209 446,964 SH   DFND 1 446,964 0 0
ZOETIS INC CL A 98978V103 4,005 46,821 SH   SOLE   46,821 0 0