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
ACTIVISION BLIZZARD INC COM 00507V109 51,788 669,178 SH   SOLE   669,178 0 0
AGCO CORP COM 001084102 15,316 125,000 SH   SOLE   125,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 12,569 65,784 SH   SOLE   65,784 0 0
ALPHABET INC CAP STK CL A 02079K305 94,875 35,487 SH   DFND 1 35,487 0 0
ALPHABET INC CAP STK CL C 02079K107 314,645 118,052 SH   DFND 1 118,052 0 0
AMAZON COM INC COM 023135106 392,953 119,619 SH   DFND 1 119,619 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 6,128 126,491 SH   SOLE   126,491 0 0
AMERICAN TOWER CORP NEW COM 03027X100 181,566 684,096 SH   DFND 1 684,096 0 0
AMERICOLD RLTY TR COM 03064D108 4,358 150,000 SH   SOLE   150,000 0 0
AMGEN INC COM 031162100 255,988 1,203,799 SH   DFND 1 1,203,799 0 0
ANAPLAN INC COM 03272L108 3,466 56,930 SH   SOLE   56,930 0 0
APPLE INC COM 037833100 73,549 519,779 SH   DFND 1 519,779 0 0
ARAMARK COM 03852U106 240,788 7,327,708 SH   DFND 1 7,327,708 0 0
AVALONBAY CMNTYS INC COM 053484101 4,602 20,763 SH   SOLE   20,763 0 0
BK OF AMERICA CORP COM 060505104 849 20,000 SH   SOLE   20,000 0 0
BLACKROCK INC COM 09247X101 124,982 149,026 SH   DFND 1 149,026 0 0
BOSTON PROPERTIES INC COM 101121101 7,944 73,317 SH   SOLE   73,317 0 0
BROADCOM INC COM 11135F101 149,932 309,183 SH   DFND 1 309,183 0 0
CAMDEN PPTY TR SH BEN INT 133131102 12,262 83,150 SH   SOLE   83,150 0 0
CF INDS HLDGS INC COM 125269100 9,769 175,000 SH   SOLE   175,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 113,160 155,534 SH   DFND 1 155,534 0 0
CISCO SYS INC COM 17275R102 27,287 501,320 SH   SOLE   501,320 0 0
CME GROUP INC COM 12572Q105 395,830 2,046,901 SH   DFND 1 2,046,901 0 0
COLGATE PALMOLIVE CO COM 194162103 315,014 4,167,955 SH   DFND 1 4,167,955 0 0
COSTCO WHSL CORP NEW COM 22160K105 261,005 580,849 SH   DFND 1 580,849 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 114,661 661,554 SH   DFND 1 661,554 0 0
DEERE & CO COM 244199105 291,791 870,835 SH   DFND 1 870,835 0 0
DISNEY WALT CO COM 254687106 290,924 1,719,711 SH   DFND 1 1,719,711 0 0
DYNATRACE INC COM NEW 268150109 2,694 37,958 SH   SOLE   37,958 0 0
EAST WEST BANCORP INC COM 27579R104 5,342 68,890 SH   SOLE   68,890 0 0
EBAY INC. COM 278642103 56,192 806,540 SH   SOLE   806,540 0 0
ECOLAB INC COM 278865100 81,607 391,174 SH   DFND 1 391,174 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 28,816 254,535 SH   SOLE   254,535 0 0
EQUINIX INC COM 29444U700 268,015 339,204 SH   DFND 1 339,204 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 4,199 51,896 SH   SOLE   51,896 0 0
EVERCORE INC CLASS A 29977A105 3,342 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 71,584 210,919 SH   SOLE   210,919 0 0
FARFETCH LTD ORD SH CL A 30744W107 2,387 63,675 SH   SOLE   63,675 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 128,175 664,531 SH   DFND 1 664,531 0 0
FIVE9 INC COM 338307101 3,135 19,626 SH   SOLE   19,626 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 42,638 491,670 SH   SOLE   491,670 0 0
FRESHPET INC COM 358039105 5,708 40,000 SH   SOLE   40,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 222,686 3,046,735 SH   DFND 1 3,046,735 0 0
HEALTH CATALYST INC COM 42225T107 3,897 77,918 SH   SOLE   77,918 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 8,350 249,392 SH   SOLE   249,392 0 0
HENRY JACK & ASSOC INC COM 426281101 227,715 1,387,999 SH   DFND 1 1,387,999 0 0
HOME DEPOT INC COM 437076102 366,238 1,115,694 SH   DFND 1 1,115,694 0 0
ILLUMINA INC COM 452327109 157,374 387,993 SH   DFND 1 387,993 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 16,046 120,000 SH   SOLE   120,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 3,095 35,924 SH   SOLE   35,924 0 0
ISHARES TR CORE US AGGBD ET 464287226 7,233 62,987 SH   SOLE   62,987 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 3,631 27,298 SH   DFND 1 27,298 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 1,898 34,742 SH   SOLE   34,742 0 0
ISHARES TR MSCI ACWI ETF 464288257 130,321 1,304,249 SH   DFND 1 1,304,249 0 0
ISHARES TR TIPS BD ETF 464287176 1,907 14,932 SH   SOLE   14,932 0 0
JPMORGAN CHASE & CO COM 46625H100 243,923 1,490,152 SH   DFND 1 1,490,152 0 0
KILROY RLTY CORP COM 49427F108 5,748 86,817 SH   SOLE   86,817 0 0
LIFE STORAGE INC COM 53223X107 9,551 83,243 SH   SOLE   83,243 0 0
LILLY ELI & CO COM 532457108 29,518 127,754 SH   SOLE   127,754 0 0
MARRIOTT INTL INC NEW CL A 571903202 202,333 1,366,286 SH   DFND 1 1,366,286 0 0
MASTERCARD INCORPORATED CL A 57636Q104 389,890 1,121,404 SH   DFND 1 1,121,404 0 0
MCCORMICK & CO INC COM NON VTG 579780206 6,482 80,000 SH   SOLE   80,000 0 0
MEDALLIA INC COM 584021109 2,447 72,233 SH   SOLE   72,233 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 13,437 669,508 SH   SOLE   669,508 0 0
MERCK & CO INC COM 58933Y105 280,935 3,740,315 SH   DFND 1 3,740,315 0 0
MICROSOFT CORP COM 594918104 530,674 1,882,355 SH   DFND 1 1,882,355 0 0
MID-AMER APT CMNTYS INC COM 59522J103 10,453 55,972 SH   SOLE   55,972 0 0
MIDDLEBY CORP COM 596278101 265,467 1,556,897 SH   DFND 1 1,556,897 0 0
MONDELEZ INTL INC CL A 609207105 34,684 596,154 SH   SOLE   596,154 0 0
MOODYS CORP COM 615369105 189,015 532,271 SH   DFND 1 532,271 0 0
MSCI INC COM 55354G100 32,580 53,555 SH   SOLE   53,555 0 0
NATIONAL INSTRS CORP COM 636518102 30,517 777,899 SH   DFND 1 777,899 0 0
NEXTERA ENERGY INC COM 65339F101 293,081 3,732,563 SH   DFND 1 3,732,563 0 0
OKTA INC CL A 679295105 3,522 14,840 SH   SOLE   14,840 0 0
OTIS WORLDWIDE CORP COM 68902V107 287,115 3,489,493 SH   DFND 1 3,489,493 0 0
OWENS CORNING NEW COM 690742101 30,714 359,225 SH   SOLE   359,225 0 0
PAYPAL HLDGS INC COM 70450Y103 51,157 196,597 SH   SOLE   196,597 0 0
PFIZER INC COM 717081103 26,044 605,529 SH   DFND 1 605,529 0 0
PING IDENTITY HLDG CORP COM 72341T103 4,257 173,247 SH   SOLE   173,247 0 0
PINTEREST INC CL A 72352L106 3,667 71,969 SH   SOLE   71,969 0 0
PROLOGIS INC. COM 74340W103 46,107 367,593 SH   DFND 1 367,593 0 0
RINGCENTRAL INC CL A 76680R206 2,532 11,642 SH   SOLE   11,642 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 8,108 550,816 SH   SOLE   550,816 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 4,227 98,569 SH   SOLE   98,569 0 0
SEALED AIR CORP NEW COM 81211K100 60,093 1,096,795 SH   SOLE   1,096,795 0 0
SERVICE CORP INTL COM 817565104 182,715 3,032,112 SH   SOLE   3,032,112 0 0
SERVICENOW INC COM 81762P102 59,346 95,370 SH   DFND 1 95,370 0 0
SPDR GOLD TR GOLD SHS 78463V107 8,840 53,831 SH   DFND 1 53,831 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 629 12,311 SH   SOLE   12,311 0 0
SPLUNK INC COM 848637104 182,583 1,261,718 SH   DFND 1 1,261,718 0 0
SVB FINANCIAL GROUP COM 78486Q101 127,471 197,055 SH   SOLE   197,055 0 0
SWITCH INC CL A 87105L104 2,816 110,901 SH   SOLE   110,901 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 229,313 2,053,857 SH   DFND 1 2,053,857 0 0
TELEFLEX INCORPORATED COM 879369106 40,662 107,986 SH   SOLE   107,986 0 0
TETRA TECH INC NEW COM 88162G103 12,671 84,844 SH   SOLE   84,844 0 0
TEXAS INSTRS INC COM 882508104 35,506 184,727 SH   DFND 1 184,727 0 0
TWILIO INC CL A 90138F102 3,499 10,968 SH   SOLE   10,968 0 0
TWITTER INC COM 90184L102 1,661 27,508 SH   SOLE   27,508 0 0
UNDER ARMOUR INC CL A 904311107 50,539 2,504,414 SH   SOLE   2,504,414 0 0
UNITED PARCEL SERVICE INC CL B 911312106 106,030 582,261 SH   DFND 1 582,261 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2,390 27,965 SH   DFND 1 27,965 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 604 11,176 SH   DFND 1 11,176 0 0
WELBILT INC COM 949090104 52,971 2,279,305 SH   SOLE   2,279,305 0 0
WELLTOWER INC COM 95040Q104 4,641 56,328 SH   SOLE   56,328 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 36,439 1,024,432 SH   DFND 1 1,024,432 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 4,849 40,652 SH   DFND 1 40,652 0 0
ZENDESK INC COM 98936J101 2,938 25,240 SH   SOLE   25,240 0 0
ZOETIS INC CL A 98978V103 38,428 197,940 SH   SOLE   197,940 0 0