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 53,388 718,161 SH   SOLE   718,161 0 0
AGCO CORP COM 001084102 11,540 120,000 SH   SOLE   120,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 13,205 94,192 SH   SOLE   94,192 0 0
ALPHABET INC CAP STK CL A 02079K305 51,893 542,526 SH   DFND 1 542,526 0 0
ALPHABET INC CAP STK CL C 02079K107 198,312 2,062,530 SH   DFND 1 2,062,530 0 0
AMAZON COM INC COM 023135106 276,902 2,450,462 SH   DFND 1 2,450,462 0 0
AMERICAN TOWER CORP NEW COM 03027X100 133,200 620,400 SH   DFND 1 620,400 0 0
AMGEN INC COM 031162100 223,769 992,762 SH   DFND 1 992,762 0 0
APPLE INC COM 037833100 15,108 109,320 SH   DFND 1 109,320 0 0
ARAMARK COM 03852U106 199,721 6,401,310 SH   DFND 1 6,401,310 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,827 60,000 SH   SOLE   60,000 0 0
AVALONBAY CMNTYS INC COM 053484101 6,571 35,677 SH   SOLE   35,677 0 0
BLACKROCK INC COM 09247X101 65,847 119,660 SH   DFND 1 119,660 0 0
BOOKING HOLDINGS INC COM 09857L108 33,650 20,478 SH   DFND 1 20,478 0 0
BOSTON PROPERTIES INC COM 101121101 6,121 81,642 SH   SOLE   81,642 0 0
BROADCOM INC COM 11135F101 106,280 239,363 SH   DFND 1 239,363 0 0
BUNGE LIMITED COM G16962105 6,606 80,000 SH   SOLE   80,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 9,215 77,142 SH   SOLE   77,142 0 0
CF INDS HLDGS INC COM 125269100 11,550 120,000 SH   SOLE   120,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 72,239 238,138 SH   DFND 1 238,138 0 0
CISCO SYS INC COM 17275R102 97,185 2,429,618 SH   DFND 1 2,429,618 0 0
CME GROUP INC COM 12572Q105 308,348 1,740,798 SH   DFND 1 1,740,798 0 0
COLGATE PALMOLIVE CO COM 194162103 176,033 2,505,807 SH   DFND 1 2,505,807 0 0
COSTCO WHSL CORP NEW COM 22160K105 124,497 263,614 SH   DFND 1 263,614 0 0
CROWN CASTLE INC COM 22822V101 99,473 688,156 SH   DFND 1 688,156 0 0
DEERE & CO COM 244199105 229,396 687,041 SH   DFND 1 687,041 0 0
DISNEY WALT CO COM 254687106 267,467 2,835,443 SH   DFND 1 2,835,443 0 0
EBAY INC. COM 278642103 20,542 558,050 SH   SOLE   558,050 0 0
ECOLAB INC COM 278865100 11,898 82,382 SH   DFND 1 82,382 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 20,912 253,074 SH   SOLE   253,074 0 0
ENTEGRIS INC COM 29362U104 28,548 343,865 SH   SOLE   343,865 0 0
EQUINIX INC COM 29444U700 131,198 230,642 SH   DFND 1 230,642 0 0
EQUINOR ASA SPONSORED ADR 29446M102 10,069 304,112 SH   DFND 1 304,112 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,438 110,654 SH   SOLE   110,654 0 0
ESSEX PPTY TR INC COM 297178105 6,240 25,762 SH   SOLE   25,762 0 0
EVERCORE INC CLASS A 29977A105 2,056 25,000 SH   SOLE   25,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 105,561 808,587 SH   DFND 1 808,587 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 19,568 311,844 SH   SOLE   311,844 0 0
FRESHPET INC COM 358039105 2,505 50,000 SH   SOLE   50,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 176,335 3,018,409 SH   DFND 1 3,018,409 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 8,569 373,851 SH   SOLE   373,851 0 0
HENRY JACK & ASSOC INC COM 426281101 89,318 490,032 SH   SOLE   490,032 0 0
HOME DEPOT INC COM 437076102 8,947 32,423 SH   DFND 1 32,423 0 0
ILLUMINA INC COM 452327109 101,786 533,500 SH   DFND 1 533,500 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 201,192 2,215,039 SH   DFND 1 2,215,039 0 0
ISHARES TR IBOXX INV CP ETF 464287242 2,726 26,604 SH   DFND 1 26,604 0 0
ISHARES TR MSCI ACWI ETF 464288257 106,566 1,369,214 SH   DFND 1 1,369,214 0 0
JPMORGAN CHASE & CO COM 46625H100 6,485 62,061 SH   DFND 1 62,061 0 0
KILROY RLTY CORP COM 49427F108 6,584 156,354 SH   SOLE   156,354 0 0
LIFE STORAGE INC COM 53223X107 6,979 63,008 SH   SOLE   63,008 0 0
LILLY ELI & CO COM 532457108 16,698 51,640 SH   SOLE   51,640 0 0
MASTERCARD INCORPORATED CL A 57636Q104 275,324 968,293 SH   DFND 1 968,293 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 78,442 6,613,996 SH   DFND 1 6,613,996 0 0
MERCK & CO INC COM 58933Y105 314,716 3,654,389 SH   DFND 1 3,654,389 0 0
META PLATFORMS INC CL A 30303M102 28,617 210,919 SH   SOLE   210,919 0 0
MICROSOFT CORP COM 594918104 394,064 1,691,990 SH   DFND 1 1,691,990 0 0
MID-AMER APT CMNTYS INC COM 59522J103 8,554 55,164 SH   SOLE   55,164 0 0
MIDDLEBY CORP COM 596278101 146,969 1,146,676 SH   DFND 1 1,146,676 0 0
MONDELEZ INTL INC CL A 609207105 5,757 105,000 SH   SOLE   105,000 0 0
MONTE ROSA THERAPEUTICS INC COM 61225M102 532 65,081 SH   SOLE   65,081 0 0
MOODYS CORP COM 615369105 86,053 353,968 SH   DFND 1 353,968 0 0
MOSAIC CO NEW COM 61945C103 8,216 170,000 SH   SOLE   170,000 0 0
MSCI INC COM 55354G100 18,450 43,743 SH   SOLE   43,743 0 0
NATIONAL INSTRS CORP COM 636518102 160,739 4,259,112 SH   DFND 1 4,259,112 0 0
NEXTERA ENERGY INC COM 65339F101 305,923 3,901,576 SH   DFND 1 3,901,576 0 0
OTIS WORLDWIDE CORP COM 68902V107 227,051 3,558,786 SH   DFND 1 3,558,786 0 0
PALO ALTO NETWORKS INC COM 697435105 12,596 76,906 SH   DFND 1 76,906 0 0
PAYPAL HLDGS INC COM 70450Y103 119,875 1,392,763 SH   DFND 1 1,392,763 0 0
PFIZER INC COM 717081103 18,682 426,928 SH   DFND 1 426,928 0 0
PROLOGIS INC. COM 74340W103 42,459 417,903 SH   SOLE   417,903 0 0
PUBLIC STORAGE COM 74460D109 6,915 23,615 SH   SOLE   23,615 0 0
SEALED AIR CORP NEW COM 81211K100 23,063 518,148 SH   SOLE   518,148 0 0
SERVICE CORP INTL COM 817565104 146,439 2,536,178 SH   SOLE   2,536,178 0 0
SERVICENOW INC COM 81762P102 115,989 307,167 SH   DFND 1 307,167 0 0
SPDR GOLD TR GOLD SHS 78463V107 10,178 65,807 SH   DFND 1 65,807 0 0
SPLUNK INC COM 848637104 126,192 1,678,081 SH   DFND 1 1,678,081 0 0
SVB FINANCIAL GROUP COM 78486Q101 85,185 253,694 SH   DFND 1 253,694 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 136,227 1,986,982 SH   DFND 1 1,986,982 0 0
TELEFLEX INCORPORATED COM 879369106 28,190 139,929 SH   SOLE   139,929 0 0
TETRA TECH INC NEW COM 88162G103 25,483 198,265 SH   DFND 1 198,265 0 0
TEXAS INSTRS INC COM 882508104 28,695 185,390 SH   DFND 1 185,390 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 140,673 277,358 SH   DFND 1 277,358 0 0
UNDER ARMOUR INC CL A 904311107 20,714 3,114,916 SH   SOLE   3,114,916 0 0
UNITED PARCEL SERVICE INC CL B 911312106 87,540 541,911 SH   DFND 1 541,911 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,736 24,338 SH   DFND 1 24,338 0 0
WELLTOWER INC COM 95040Q104 3,713 57,725 SH   SOLE   57,725 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 55,424 1,940,602 SH   DFND 1 1,940,602 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 4,438 80,304 SH   DFND 1 80,304 0 0
ZOETIS INC CL A 98978V103 18,506 124,797 SH   SOLE   124,797 0 0