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 118,749 571,515 SH   DFND 1 571,515 0 0
ACTIVISION BLIZZARD INC COM 00507V109 65,711 1,443,254 SH   DFND 1 1,443,254 0 0
ADIENT PLC ORD SHS G0084W101 616 47,495 SH   SOLE   47,495 0 0
AGCO CORP COM 001084102 12,171 175,000 SH   SOLE   175,000 0 0
AIR PRODS & CHEMS INC COM 009158106 79,725 417,497 SH   DFND 1 417,497 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 8,985 63,026 SH   SOLE   63,026 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 52,480 287,638 SH   DFND 1 287,638 0 0
ALPHABET INC CAP STK CL C 02079K107 148,999 126,990 SH   DFND 1 126,990 0 0
ALPHABET INC CAP STK CL A 02079K305 14,730 12,516 SH   DFND 1 12,516 0 0
AMAZON COM INC COM 023135106 112,472 63,160 SH   DFND 1 63,160 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 12,376 260,110 SH   SOLE   260,110 0 0
AMERICAN TOWER CORP NEW COM 03027X100 17,486 88,732 SH   SOLE   88,732 0 0
AMERICOLD RLTY TR COM 03064D108 7,322 240,000 SH   SOLE   240,000 0 0
AMGEN INC COM 031162100 174,790 920,044 SH   DFND 1 920,044 0 0
APPLE INC COM 037833100 55,738 293,434 SH   DFND 1 293,434 0 0
ARAMARK COM 03852U106 63,213 2,139,179 SH   DFND 1 2,139,179 0 0
AVALONBAY CMNTYS INC COM 053484101 14,287 71,175 SH   SOLE   71,175 0 0
BANK AMER CORP COM 060505104 552 20,000 SH   SOLE   20,000 0 0
BLACKROCK INC COM 09247X101 91,184 213,360 SH   DFND 1 213,360 0 0
BOOKING HLDGS INC COM 09857L108 43,248 24,785 SH   DFND 1 24,785 0 0
BOSTON PROPERTIES INC COM 101121101 13,619 101,727 SH   SOLE   101,727 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 840 18,000 SH   SOLE   18,000 0 0
BUNGE LIMITED COM G16962105 2,919 55,000 SH   SOLE   55,000 0 0
CARMAX INC COM 143130102 53,198 762,155 SH   SOLE   762,155 0 0
CF INDS HLDGS INC COM 125269100 8,380 205,000 SH   SOLE   205,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 25,457 73,382 SH   DFND 1 73,382 0 0
CINEMARK HOLDINGS INC COM 17243V102 45,279 1,132,253 SH   DFND 1 1,132,253 0 0
CITIGROUP INC COM NEW 172967424 78,887 1,267,868 SH   DFND 1 1,267,868 0 0
CITRIX SYS INC COM 177376100 6,255 62,764 SH   SOLE   62,764 0 0
CME GROUP INC COM CL A 12572Q105 163,474 993,281 SH   DFND 1 993,281 0 0
COCA COLA CO COM 191216100 17,224 367,560 SH   SOLE   367,560 0 0
COLGATE PALMOLIVE CO COM 194162103 167,233 2,439,938 SH   DFND 1 2,439,938 0 0
CONOCOPHILLIPS COM 20825C104 4,893 73,311 SH   SOLE   73,311 0 0
COSTCO WHSL CORP NEW COM 22160K105 177,692 733,841 SH   DFND 1 733,841 0 0
CREDICORP LTD COM G2519Y108 73,993 308,367 SH   DFND 1 308,367 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 81,287 635,055 SH   DFND 1 635,055 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 13,465 270,000 SH   SOLE   270,000 0 0
DEERE & CO COM 244199105 199,207 1,246,291 SH   DFND 1 1,246,291 0 0
DISNEY WALT CO COM DISNEY 254687106 52,607 473,812 SH   DFND 1 473,812 0 0
EAST WEST BANCORP INC COM 27579R104 3,305 68,890 SH   SOLE   68,890 0 0
EBAY INC COM 278642103 7,885 212,318 SH   SOLE   212,318 0 0
ECOLAB INC COM 278865100 185,225 1,049,197 SH   DFND 1 1,049,197 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,234 22,130 SH   SOLE   22,130 0 0
EMBRAER S A SPONSORED ADS 29082A107 21,771 1,145,244 SH   SOLE   1,145,244 0 0
EQUINIX INC COM 29444U700 201,020 443,596 SH   DFND 1 443,596 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 12,420 164,898 SH   SOLE   164,898 0 0
ESSEX PPTY TR INC COM 297178105 12,802 44,261 SH   SOLE   44,261 0 0
EVERCORE INC CLASS A 29977A105 2,275 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 6,437 38,618 SH   SOLE   38,618 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 99,164 987,102 SH   DFND 1 987,102 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 39,790 431,193 SH   SOLE   431,193 0 0
HOME DEPOT INC COM 437076102 28,146 146,678 SH   DFND 1 146,678 0 0
ICICI BK LTD ADR 45104G104 7,072 617,104 SH   SOLE   617,104 0 0
INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 8,759 190,000 SH   SOLE   190,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 9,015 70,000 SH   SOLE   70,000 0 0
ISHARES TR TIPS BD ETF 464287176 1,270 11,229 SH   SOLE   11,229 0 0
ISHARES TR CORE US AGGBD ET 464287226 5,146 47,179 SH   SOLE   47,179 0 0
ISHARES TR IBOXX INV CP ETF 464287242 2,396 20,122 SH   DFND 1 20,122 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,601 30,924 SH   SOLE   30,924 0 0
ISHARES TR MSCI ACWI ETF 464288257 94,329 1,307,407 SH   DFND 1 1,307,407 0 0
ISHARES TR SH TR CRPORT ETF 464288646 1,619 30,642 SH   SOLE   30,642 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,273 25,000 SH   SOLE   25,000 0 0
JPMORGAN CHASE & CO COM 46625H100 191,398 1,890,728 SH   DFND 1 1,890,728 0 0
KAR AUCTION SVCS INC COM 48238T109 86,674 1,689,225 SH   DFND 1 1,689,225 0 0
KILROY RLTY CORP COM 49427F108 13,356 175,827 SH   SOLE   175,827 0 0
KIMCO RLTY CORP COM 49446R109 8,678 469,085 SH   SOLE   469,085 0 0
LAUDER ESTEE COS INC CL A 518439104 6,508 39,312 SH   DFND 1 39,312 0 0
LIBERTY PPTY TR SH BEN INT 531172104 13,142 271,407 SH   SOLE   271,407 0 0
LIFE STORAGE INC COM 53223X107 5,597 57,537 SH   SOLE   57,537 0 0
LILLY ELI & CO COM 532457108 3,401 26,213 SH   SOLE   26,213 0 0
MARRIOTT INTL INC NEW CL A 571903202 136,571 1,091,783 SH   DFND 1 1,091,783 0 0
MASTERCARD INC CL A 57636Q104 246,332 1,046,218 SH   DFND 1 1,046,218 0 0
MEDTRONIC PLC SHS G5960L103 3,604 39,575 SH   SOLE   39,575 0 0
MERCK & CO INC COM 58933Y105 3,124 37,559 SH   SOLE   37,559 0 0
MICROSOFT CORP COM 594918104 62,137 526,854 SH   DFND 1 526,854 0 0
MIDDLEBY CORP COM 596278101 15,604 120,000 SH   SOLE   120,000 0 0
MONDELEZ INTL INC CL A 609207105 7,888 158,022 SH   SOLE   158,022 0 0
MOODYS CORP COM 615369105 49,002 270,593 SH   SOLE   270,593 0 0
MOSAIC CO NEW COM 61945C103 14,611 535,000 SH   SOLE   535,000 0 0
MSCI INC COM 55354G100 6,761 34,001 SH   SOLE   34,001 0 0
NEXTERA ENERGY INC COM 65339F101 144,112 745,457 SH   DFND 1 745,457 0 0
NIKE INC CL B 654106103 28,442 337,746 SH   DFND 1 337,746 0 0
OWENS CORNING NEW COM 690742101 3,850 81,712 SH   SOLE   81,712 0 0
PAYPAL HLDGS INC COM 70450Y103 6,237 60,060 SH   SOLE   60,060 0 0
PFIZER INC COM 717081103 177,078 4,169,483 SH   DFND 1 4,169,483 0 0
PROLOGIS INC COM 74340W103 18,338 254,878 SH   SOLE   254,878 0 0
SEALED AIR CORP NEW COM 81211K100 7,015 152,244 SH   SOLE   152,244 0 0
SERVICE CORP INTL COM 817565104 62,607 1,559,339 SH   SOLE   1,559,339 0 0
SERVICENOW INC COM 81762P102 98,011 397,627 SH   DFND 1 397,627 0 0
SIMON PPTY GROUP INC NEW COM 828806109 94,397 518,068 SH   DFND 1 518,068 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 2,691 70,000 SH   SOLE   70,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,872 31,738 SH   DFND 1 31,738 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 12,371 247,263 SH   SOLE   247,263 0 0
SVB FINL GROUP COM 78486Q101 61,407 276,161 SH   DFND 1 276,161 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 192,726 4,705,220 SH   DFND 1 4,705,220 0 0
TEXAS INSTRS INC COM 882508104 54,934 517,905 SH   DFND 1 517,905 0 0
TWITTER INC COM 90184L102 904 27,508 SH   SOLE   27,508 0 0
ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 378 31,660 SH   SOLE   31,660 0 0
UNDER ARMOUR INC CL A 904311107 3,411 161,367 SH   SOLE   161,367 0 0
UNION PACIFIC CORP COM 907818108 52,172 312,032 SH   DFND 1 312,032 0 0
UNITED PARCEL SERVICE INC CL B 911312106 62,198 556,629 SH   DFND 1 556,629 0 0
UNITED TECHNOLOGIES CORP COM 913017109 105,552 818,932 SH   DFND 1 818,932 0 0
VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1,921 23,665 SH   SOLE   23,665 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5,142 59,169 SH   SOLE   59,169 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 943 12,882 SH   SOLE   12,882 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 642 12,800 SH   SOLE   12,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 861 14,560 SH   DFND 1 14,560 0 0
VORNADO RLTY TR SH BEN INT 929042109 11,351 168,315 SH   SOLE   168,315 0 0
WELBILT INC COM 949090104 7,364 449,593 SH   SOLE   449,593 0 0
WELLS FARGO CO NEW COM 949746101 28,754 595,084 SH   DFND 1 595,084 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 6,487 68,845 SH   SOLE   68,845 0 0
ZIONS BANCORPORATION N A COM 989701107 20,389 448,998 SH   DFND 1 448,998 0 0
ZOETIS INC CL A 98978V103 4,713 46,821 SH   SOLE   46,821 0 0