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 202,023 959,408 SH   DFND 1 959,408 0 0
ACTIVISION BLIZZARD INC COM 00507V109 72,206 1,215,179 SH   DFND 1 1,215,179 0 0
ADIENT PLC ORD SHS G0084W101 1,009 47,495 SH   SOLE   47,495 0 0
AGCO CORP COM 001084102 13,519 175,000 SH   SOLE   175,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 9,527 58,961 SH   SOLE   58,961 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 125,001 589,347 SH   DFND 1 589,347 0 0
ALPHABET INC CAP STK CL A 02079K305 25,335 18,915 SH   DFND 1 18,915 0 0
ALPHABET INC CAP STK CL C 02079K107 176,025 131,655 SH   DFND 1 131,655 0 0
ALTERYX INC COM CL A 02156B103 3,134 31,315 SH   SOLE   31,315 0 0
AMAZON COM INC COM 023135106 136,485 73,862 SH   DFND 1 73,862 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 11,902 253,074 SH   SOLE   253,074 0 0
AMERICAN TOWER CORP NEW COM 03027X100 19,716 85,787 SH   SOLE   85,787 0 0
AMERICOLD RLTY TR COM 03064D108 12,797 365,000 SH   SOLE   365,000 0 0
AMGEN INC COM 031162100 259,389 1,075,990 SH   DFND 1 1,075,990 0 0
APPLE INC COM 037833100 101,245 344,780 SH   DFND 1 344,780 0 0
ARAMARK COM 03852U106 199,388 4,594,187 SH   DFND 1 4,594,187 0 0
AVALONBAY CMNTYS INC COM 053484101 14,915 71,126 SH   SOLE   71,126 0 0
BANK AMER CORP COM 060505104 704 20,000 SH   SOLE   20,000 0 0
BAOZUN INC SPONSORED ADR 06684L103 2,307 69,654 SH   SOLE   69,654 0 0
BLACKROCK INC COM 09247X101 105,619 210,103 SH   DFND 1 210,103 0 0
BOOKING HLDGS INC COM 09857L108 56,853 27,683 SH   DFND 1 27,683 0 0
BOSTON PROPERTIES INC COM 101121101 14,145 102,601 SH   SOLE   102,601 0 0
BROADCOM INC COM 11135F101 125,759 397,945 SH   DFND 1 397,945 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,040 18,000 SH   SOLE   18,000 0 0
CF INDS HLDGS INC COM 125269100 16,709 350,000 SH   SOLE   350,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 45,840 94,499 SH   DFND 1 94,499 0 0
CINEMARK HOLDINGS INC COM 17243V102 27,141 801,804 SH   DFND 1 801,804 0 0
CITIGROUP INC COM NEW 172967424 99,919 1,250,710 SH   DFND 1 1,250,710 0 0
CITRIX SYS INC COM 177376100 5,186 46,764 SH   SOLE   46,764 0 0
CME GROUP INC COM 12572Q105 265,096 1,320,723 SH   DFND 1 1,320,723 0 0
COLGATE PALMOLIVE CO COM 194162103 210,322 3,055,225 SH   DFND 1 3,055,225 0 0
CONOCOPHILLIPS COM 20825C104 8,204 126,154 SH   SOLE   126,154 0 0
COSTCO WHSL CORP NEW COM 22160K105 159,336 542,108 SH   DFND 1 542,108 0 0
CREDICORP LTD COM G2519Y108 123,590 579,882 SH   DFND 1 579,882 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 94,219 662,817 SH   DFND 1 662,817 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 13,256 330,000 SH   SOLE   330,000 0 0
DEERE & CO COM 244199105 196,078 1,131,696 SH   DFND 1 1,131,696 0 0
DISNEY WALT CO COM DISNEY 254687106 72,720 502,803 SH   DFND 1 502,803 0 0
DOCUSIGN INC COM 256163106 4,154 56,056 SH   SOLE   56,056 0 0
EAST WEST BANCORP INC COM 27579R104 3,355 68,890 SH   SOLE   68,890 0 0
EBAY INC COM 278642103 13,709 379,643 SH   SOLE   379,643 0 0
ECOLAB INC COM 278865100 202,967 1,051,698 SH   DFND 1 1,051,698 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,447 31,923 SH   SOLE   31,923 0 0
EQUINIX INC COM 29444U700 216,028 370,101 SH   DFND 1 370,101 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 12,934 159,840 SH   SOLE   159,840 0 0
ESSEX PPTY TR INC COM 297178105 12,951 43,045 SH   SOLE   43,045 0 0
EVERCORE INC CLASS A 29977A105 1,869 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 11,945 58,198 SH   SOLE   58,198 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 110,437 940,290 SH   DFND 1 940,290 0 0
FIVE9 INC COM 338307101 3,674 56,029 SH   SOLE   56,029 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 40,053 423,799 SH   SOLE   423,799 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 9,821 154,972 SH   SOLE   154,972 0 0
HEALTHPEAK PPTYS INC COM 42250P103 8,590 249,191 SH   SOLE   249,191 0 0
HEXCEL CORP NEW COM 428291108 13,631 185,932 SH   SOLE   185,932 0 0
HOME DEPOT INC COM 437076102 77,992 357,139 SH   DFND 1 357,139 0 0
INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 9,360 180,000 SH   SOLE   180,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 9,031 70,000 SH   SOLE   70,000 0 0
INTERXION HOLDING N.V SHS N47279109 4,624 55,174 SH   SOLE   55,174 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,617 30,924 SH   SOLE   30,924 0 0
ISHARES TR CORE US AGGBD ET 464287226 5,128 45,631 SH   SOLE   45,631 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,273 25,000 SH   SOLE   25,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 2,359 18,437 SH   DFND 1 18,437 0 0
ISHARES TR MSCI ACWI ETF 464288257 103,430 1,305,116 SH   DFND 1 1,305,116 0 0
ISHARES TR SH TR CRPORT ETF 464288646 1,643 30,642 SH   SOLE   30,642 0 0
JPMORGAN CHASE & CO COM 46625H100 245,144 1,758,566 SH   DFND 1 1,758,566 0 0
KILROY RLTY CORP COM 49427F108 8,576 102,222 SH   SOLE   102,222 0 0
LAUDER ESTEE COS INC CL A 518439104 9,239 44,730 SH   DFND 1 44,730 0 0
LIBERTY PPTY TR SH BEN INT 531172104 15,193 253,013 SH   SOLE   253,013 0 0
LIFE STORAGE INC COM 53223X107 5,860 54,115 SH   SOLE   54,115 0 0
LILLY ELI & CO COM 532457108 5,854 44,540 SH   SOLE   44,540 0 0
MARRIOTT INTL INC NEW CL A 571903202 191,765 1,266,363 SH   DFND 1 1,266,363 0 0
MASTERCARD INC CL A 57636Q104 232,397 778,315 SH   DFND 1 778,315 0 0
MEDTRONIC PLC SHS G5960L103 12,894 113,653 SH   SOLE   113,653 0 0
MERCK & CO INC COM 58933Y105 6,793 74,691 SH   SOLE   74,691 0 0
MICROSOFT CORP COM 594918104 174,385 1,105,801 SH   DFND 1 1,105,801 0 0
MIDDLEBY CORP COM 596278101 9,419 86,000 SH   SOLE   86,000 0 0
MONDELEZ INTL INC CL A 609207105 8,985 163,119 SH   SOLE   163,119 0 0
MOODYS CORP COM 615369105 82,761 348,600 SH   SOLE   348,600 0 0
MOSAIC CO NEW COM 61945C103 13,417 620,000 SH   SOLE   620,000 0 0
MSCI INC COM 55354G100 6,789 26,296 SH   SOLE   26,296 0 0
NEW RELIC INC COM 64829B100 4,511 68,643 SH   SOLE   68,643 0 0
NEXTERA ENERGY INC COM 65339F101 167,936 693,492 SH   DFND 1 693,492 0 0
NIKE INC CL B 654106103 9,715 95,891 SH   SOLE   95,891 0 0
OWENS CORNING NEW COM 690742101 8,390 128,845 SH   SOLE   128,845 0 0
PAYPAL HLDGS INC COM 70450Y103 8,153 75,372 SH   SOLE   75,372 0 0
PFIZER INC COM 717081103 166,403 4,247,135 SH   DFND 1 4,247,135 0 0
PLURALSIGHT INC COM CL A 72941B106 2,910 169,099 SH   SOLE   169,099 0 0
PROLOGIS INC COM 74340W103 22,475 252,129 SH   SOLE   252,129 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 5,498 232,964 SH   SOLE   232,964 0 0
SEALED AIR CORP NEW COM 81211K100 12,343 309,891 SH   SOLE   309,891 0 0
SERVICE CORP INTL COM 817565104 124,366 2,701,839 SH   SOLE   2,701,839 0 0
SERVICENOW INC COM 81762P102 122,381 433,482 SH   DFND 1 433,482 0 0
SIMON PPTY GROUP INC NEW COM 828806109 70,825 475,466 SH   DFND 1 475,466 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 4,886 34,191 SH   DFND 1 34,191 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 12,739 247,263 SH   SOLE   247,263 0 0
SPLUNK INC COM 848637104 6,205 41,433 SH   SOLE   41,433 0 0
SQUARE INC CL A 852234103 3,826 61,163 SH   SOLE   61,163 0 0
SVB FINL GROUP COM 78486Q101 71,897 286,395 SH   DFND 1 286,395 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 230,864 3,973,561 SH   DFND 1 3,973,561 0 0
TEXAS INSTRS INC COM 882508104 58,592 456,719 SH   DFND 1 456,719 0 0
TWITTER INC COM 90184L102 882 27,508 SH   SOLE   27,508 0 0
UNDER ARMOUR INC CL A 904311107 11,984 554,807 SH   SOLE   554,807 0 0
UNION PACIFIC CORP COM 907818108 35,143 194,386 SH   DFND 1 194,386 0 0
UNITED PARCEL SERVICE INC CL B 911312106 102,366 874,472 SH   DFND 1 874,472 0 0
UNITED TECHNOLOGIES CORP COM 913017109 117,565 785,022 SH   DFND 1 785,022 0 0
VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1,602 19,105 SH   DFND 1 19,105 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4,569 49,245 SH   DFND 1 49,245 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 688 12,800 SH   SOLE   12,800 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1,043 12,882 SH   SOLE   12,882 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 855 13,929 SH   DFND 1 13,929 0 0
VORNADO RLTY TR SH BEN INT 929042109 6,411 96,399 SH   SOLE   96,399 0 0
WELBILT INC COM 949090104 25,878 1,657,802 SH   SOLE   1,657,802 0 0
WELLS FARGO CO NEW COM 949746101 16,877 313,708 SH   DFND 1 313,708 0 0
WELLTOWER INC COM 95040Q104 8,234 100,689 SH   SOLE   100,689 0 0
WEYERHAEUSER CO COM 962166104 119,700 3,963,571 SH   DFND 1 3,963,571 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 6,561 61,937 SH   SOLE   61,937 0 0
WIX COM LTD SHS M98068105 3,438 28,095 SH   SOLE   28,095 0 0
XILINX INC COM 983919101 3,503 35,826 SH   SOLE   35,826 0 0
ZENDESK INC COM 98936J101 5,500 71,777 SH   SOLE   71,777 0 0
ZOETIS INC CL A 98978V103 7,785 58,819 SH   SOLE   58,819 0 0