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
AGCO CORP COM 001084102 16,298 125,000 SH   SOLE   125,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 11,593 63,717 SH   SOLE   63,717 0 0
ALPHABET INC CAP STK CL A 02079K305 86,920 35,597 SH   DFND 1 35,597 0 0
ALPHABET INC CAP STK CL C 02079K107 294,169 117,371 SH   DFND 1 117,371 0 0
ALTERYX INC COM CL A 02156B103 4,277 49,722 SH   SOLE   49,722 0 0
AMAZON COM INC COM 023135106 380,919 110,727 SH   DFND 1 110,727 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 5,723 122,501 SH   SOLE   122,501 0 0
AMERICAN TOWER CORP NEW COM 03027X100 188,031 696,051 SH   DFND 1 696,051 0 0
AMERICOLD RLTY TR COM 03064D108 13,248 350,000 SH   SOLE   350,000 0 0
AMGEN INC COM 031162100 283,552 1,163,292 SH   DFND 1 1,163,292 0 0
ANAPLAN INC COM 03272L108 3,034 56,930 SH   SOLE   56,930 0 0
APPLE INC COM 037833100 71,113 519,223 SH   DFND 1 519,223 0 0
ARAMARK COM 03852U106 265,715 7,133,284 SH   DFND 1 7,133,284 0 0
AVALONBAY CMNTYS INC COM 053484101 4,196 20,108 SH   SOLE   20,108 0 0
BK OF AMERICA CORP COM 060505104 825 20,000 SH   SOLE   20,000 0 0
BLACKROCK INC COM 09247X101 138,020 157,743 SH   DFND 1 157,743 0 0
BOSTON PROPERTIES INC COM 101121101 8,136 70,998 SH   SOLE   70,998 0 0
BROADCOM INC COM 11135F101 175,063 367,131 SH   DFND 1 367,131 0 0
CAMDEN PPTY TR SH BEN INT 133131102 10,745 80,991 SH   SOLE   80,991 0 0
CF INDS HLDGS INC COM 125269100 9,004 175,000 SH   SOLE   175,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 127,721 177,033 SH   DFND 1 177,033 0 0
CISCO SYS INC COM 17275R102 26,938 508,266 SH   SOLE   508,266 0 0
CME GROUP INC COM 12572Q105 400,536 1,883,281 SH   DFND 1 1,883,281 0 0
COLGATE PALMOLIVE CO COM 194162103 320,224 3,936,372 SH   DFND 1 3,936,372 0 0
COSTCO WHSL CORP NEW COM 22160K105 234,930 593,752 SH   DFND 1 593,752 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 131,306 673,021 SH   DFND 1 673,021 0 0
DEERE & CO COM 244199105 293,656 832,570 SH   DFND 1 832,570 0 0
DISNEY WALT CO COM 254687106 184,608 1,050,279 SH   DFND 1 1,050,279 0 0
DYNATRACE INC COM NEW 268150109 5,839 99,953 SH   SOLE   99,953 0 0
EAST WEST BANCORP INC COM 27579R104 4,939 68,890 SH   SOLE   68,890 0 0
EBAY INC. COM 278642103 56,627 806,540 SH   SOLE   806,540 0 0
ECOLAB INC COM 278865100 100,017 485,590 SH   DFND 1 485,590 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 26,362 254,535 SH   SOLE   254,535 0 0
EQUINIX INC COM 29444U700 281,404 350,616 SH   DFND 1 350,616 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,870 50,254 SH   SOLE   50,254 0 0
EVERCORE INC CLASS A 29977A105 3,519 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 53,851 154,874 SH   SOLE   154,874 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 172,079 919,374 SH   DFND 1 919,374 0 0
FIVE9 INC COM 338307101 3,599 19,626 SH   SOLE   19,626 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 32,464 384,141 SH   SOLE   384,141 0 0
FRESHPET INC COM 358039105 4,889 30,000 SH   SOLE   30,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 166,216 2,273,193 SH   DFND 1 2,273,193 0 0
HEALTH CATALYST INC COM 42225T107 3,391 61,083 SH   SOLE   61,083 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 8,044 241,644 SH   SOLE   241,644 0 0
HENRY JACK & ASSOC INC COM 426281101 223,596 1,367,478 SH   DFND 1 1,367,478 0 0
HOME DEPOT INC COM 437076102 322,767 1,012,159 SH   DFND 1 1,012,159 0 0
ILLUMINA INC COM 452327109 154,808 327,145 SH   DFND 1 327,145 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 14,940 100,000 SH   SOLE   100,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,975 34,524 SH   SOLE   34,524 0 0
ISHARES TR CORE US AGGBD ET 464287226 7,106 61,613 SH   SOLE   61,613 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,271 25,000 SH   SOLE   25,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,523 26,223 SH   DFND 1 26,223 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 1,778 32,442 SH   SOLE   32,442 0 0
ISHARES TR MSCI ACWI ETF 464288257 131,947 1,303,949 SH   DFND 1 1,303,949 0 0
ISHARES TR TIPS BD ETF 464287176 1,911 14,932 SH   SOLE   14,932 0 0
JPMORGAN CHASE & CO COM 46625H100 238,684 1,534,551 SH   DFND 1 1,534,551 0 0
KILROY RLTY CORP COM 49427F108 5,854 84,059 SH   SOLE   84,059 0 0
LIFE STORAGE INC COM 53223X107 8,684 80,894 SH   SOLE   80,894 0 0
LILLY ELI & CO COM 532457108 29,322 127,754 SH   SOLE   127,754 0 0
MARRIOTT INTL INC NEW CL A 571903202 172,640 1,264,579 SH   DFND 1 1,264,579 0 0
MASTERCARD INCORPORATED CL A 57636Q104 352,193 964,675 SH   DFND 1 964,675 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,066 80,000 SH   SOLE   80,000 0 0
MEDALLIA INC COM 584021109 2,438 72,233 SH   SOLE   72,233 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 13,458 669,537 SH   SOLE   669,537 0 0
MERCK & CO INC COM 58933Y105 267,685 3,442,002 SH   DFND 1 3,442,002 0 0
MICROSOFT CORP COM 594918104 495,899 1,830,561 SH   DFND 1 1,830,561 0 0
MID-AMER APT CMNTYS INC COM 59522J103 9,130 54,212 SH   SOLE   54,212 0 0
MIDDLEBY CORP COM 596278101 273,901 1,580,866 SH   DFND 1 1,580,866 0 0
MONDELEZ INTL INC CL A 609207105 35,340 565,977 SH   SOLE   565,977 0 0
MOODYS CORP COM 615369105 193,890 535,062 SH   DFND 1 535,062 0 0
MSCI INC COM 55354G100 26,837 50,343 SH   SOLE   50,343 0 0
NATIONAL INSTRS CORP COM 636518102 25,549 604,279 SH   DFND 1 604,279 0 0
NEXTERA ENERGY INC COM 65339F101 262,564 3,583,030 SH   DFND 1 3,583,030 0 0
OKTA INC CL A 679295105 3,631 14,840 SH   SOLE   14,840 0 0
OTIS WORLDWIDE CORP COM 68902V107 279,682 3,420,353 SH   DFND 1 3,420,353 0 0
OWENS CORNING NEW COM 690742101 24,385 249,082 SH   SOLE   249,082 0 0
PAYPAL HLDGS INC COM 70450Y103 42,463 145,682 SH   SOLE   145,682 0 0
PFIZER INC COM 717081103 23,716 605,621 SH   DFND 1 605,621 0 0
PING IDENTITY HLDG CORP COM 72341T103 3,967 173,247 SH   SOLE   173,247 0 0
PINTEREST INC CL A 72352L106 6,285 79,608 SH   SOLE   79,608 0 0
PROLOGIS INC. COM 74340W103 43,818 366,582 SH   SOLE   366,582 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 7,194 395,272 SH   SOLE   395,272 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 4,549 89,077 SH   SOLE   89,077 0 0
SEALED AIR CORP NEW COM 81211K100 54,940 927,263 SH   SOLE   927,263 0 0
SERVICE CORP INTL COM 817565104 191,260 3,568,957 SH   SOLE   3,568,957 0 0
SERVICENOW INC COM 81762P102 61,579 112,054 SH   DFND 1 112,054 0 0
SPDR GOLD TR GOLD SHS 78463V107 7,520 45,405 SH   DFND 1 45,405 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 634 12,311 SH   SOLE   12,311 0 0
SPLUNK INC COM 848637104 171,261 1,184,543 SH   DFND 1 1,184,543 0 0
SVB FINANCIAL GROUP COM 78486Q101 92,497 166,233 SH   SOLE   166,233 0 0
SWITCH INC CL A 87105L104 3,890 184,269 SH   SOLE   184,269 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 283,591 2,360,111 SH   DFND 1 2,360,111 0 0
TELEFLEX INCORPORATED COM 879369106 32,958 82,028 SH   SOLE   82,028 0 0
TEXAS INSTRS INC COM 882508104 35,480 184,503 SH   DFND 1 184,503 0 0
TWILIO INC CL A 90138F102 5,276 13,385 SH   SOLE   13,385 0 0
TWITTER INC COM 90184L102 1,893 27,508 SH   SOLE   27,508 0 0
UNDER ARMOUR INC CL A 904311107 36,861 1,742,828 SH   SOLE   1,742,828 0 0
UNITED PARCEL SERVICE INC CL B 911312106 120,346 578,669 SH   DFND 1 578,669 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2,340 27,241 SH   DFND 1 27,241 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 626 11,176 SH   DFND 1 11,176 0 0
WELBILT INC COM 949090104 52,766 2,279,305 SH   SOLE   2,279,305 0 0
WELLTOWER INC COM 95040Q104 4,532 54,534 SH   SOLE   54,534 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 20,049 582,477 SH   DFND 1 582,477 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 4,888 40,622 SH   SOLE   40,622 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 8,441 15,942 SH   DFND 1 15,942 0 0
ZENDESK INC COM 98936J101 3,643 25,240 SH   SOLE   25,240 0 0
ZOETIS INC CL A 98978V103 36,888 197,940 SH   SOLE   197,940 0 0