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 181,599 1,112,331 SH   DFND 1 1,112,331 0 0
ACTIVISION BLIZZARD INC COM 00507V109 21,847 367,295 SH   SOLE   367,295 0 0
AGCO CORP COM 001084102 4,725 100,000 SH   SOLE   100,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 8,302 60,571 SH   SOLE   60,571 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 125,604 645,843 SH   DFND 1 645,843 0 0
ALPHABET INC CAP STK CL C 02079K107 140,444 120,780 SH   DFND 1 120,780 0 0
ALPHABET INC CAP STK CL A 02079K305 26,563 22,861 SH   DFND 1 22,861 0 0
ALTERYX INC COM CL A 02156B103 3,181 33,428 SH   SOLE   33,428 0 0
AMAZON COM INC COM 023135106 159,004 81,552 SH   DFND 1 81,552 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 5,647 203,494 SH   SOLE   203,494 0 0
AMERICAN TOWER CORP NEW COM 03027X100 18,983 87,179 SH   SOLE   87,179 0 0
AMERICOLD RLTY TR COM 03064D108 13,820 406,000 SH   SOLE   406,000 0 0
AMGEN INC COM 031162100 204,528 1,008,868 SH   DFND 1 1,008,868 0 0
APPLE INC COM 037833100 68,315 268,650 SH   DFND 1 268,650 0 0
ARAMARK COM 03852U106 104,352 5,225,413 SH   DFND 1 5,225,413 0 0
AVALONBAY CMNTYS INC COM 053484101 9,634 65,464 SH   SOLE   65,464 0 0
BAOZUN INC SPONSORED ADR 06684L103 2,077 74,355 SH   SOLE   74,355 0 0
BK OF AMERICA CORP COM 060505104 425 20,000 SH   SOLE   20,000 0 0
BLACKROCK INC COM 09247X101 79,902 181,607 SH   DFND 1 181,607 0 0
BOOKING HLDGS INC COM 09857L108 41,102 30,552 SH   DFND 1 30,552 0 0
BOSTON PROPERTIES INC COM 101121101 8,003 86,775 SH   SOLE   86,775 0 0
BROADCOM INC COM 11135F101 108,965 459,576 SH   DFND 1 459,576 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 797 18,000 SH   SOLE   18,000 0 0
CF INDS HLDGS INC COM 125269100 9,520 350,000 SH   SOLE   350,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 37,534 86,025 SH   DFND 1 86,025 0 0
CITIGROUP INC COM NEW 172967424 42,337 1,005,159 SH   DFND 1 1,005,159 0 0
CITRIX SYS INC COM 177376100 1,453 10,264 SH   SOLE   10,264 0 0
CME GROUP INC COM 12572Q105 231,369 1,338,087 SH   DFND 1 1,338,087 0 0
COLGATE PALMOLIVE CO COM 194162103 190,340 2,868,296 SH   DFND 1 2,868,296 0 0
CONOCOPHILLIPS COM 20825C104 6,823 221,517 SH   SOLE   221,517 0 0
COSTCO WHSL CORP NEW COM 22160K105 129,887 455,535 SH   DFND 1 455,535 0 0
CREDICORP LTD COM G2519Y108 127,532 891,399 SH   DFND 1 891,399 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 83,141 575,769 SH   DFND 1 575,769 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 4,316 330,000 SH   SOLE   330,000 0 0
DEERE & CO COM 244199105 155,074 1,122,421 SH   DFND 1 1,122,421 0 0
DIGITAL RLTY TR INC COM 253868103 5,782 41,622 SH   SOLE   41,622 0 0
DISNEY WALT CO COM DISNEY 254687106 61,504 636,689 SH   DFND 1 636,689 0 0
DOCUSIGN INC COM 256163106 5,529 59,839 SH   SOLE   59,839 0 0
EAST WEST BANCORP INC COM 27579R104 1,773 68,890 SH   SOLE   68,890 0 0
EBAY INC COM 278642103 16,094 535,384 SH   SOLE   535,384 0 0
ECOLAB INC COM 278865100 177,055 1,136,204 SH   DFND 1 1,136,204 0 0
EQUINIX INC COM 29444U700 215,107 344,408 SH   DFND 1 344,408 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,340 118,936 SH   SOLE   118,936 0 0
ESSEX PPTY TR INC COM 297178105 7,141 32,423 SH   SOLE   32,423 0 0
EVERCORE INC CLASS A 29977A105 1,152 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 13,230 79,314 SH   SOLE   79,314 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 70,661 858,788 SH   DFND 1 858,788 0 0
FIVE9 INC COM 338307101 4,573 59,810 SH   SOLE   59,810 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 22,685 374,889 SH   SOLE   374,889 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 4,359 182,760 SH   SOLE   182,760 0 0
HEXCEL CORP NEW COM 428291108 701 18,842 SH   SOLE   18,842 0 0
HOME DEPOT INC COM 437076102 137,540 736,650 SH   DFND 1 736,650 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 5,512 54,000 SH   SOLE   54,000 0 0
ISHARES TR CORE US AGGBD ET 464287226 6,390 55,383 SH   SOLE   55,383 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,064 24,807 SH   DFND 1 24,807 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,524 29,124 SH   SOLE   29,124 0 0
ISHARES TR MSCI ACWI ETF 464288257 81,635 1,304,698 SH   DFND 1 1,304,698 0 0
ISHARES TR SH TR CRPORT ETF 464288646 1,604 30,642 SH   SOLE   30,642 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,219 25,000 SH   SOLE   25,000 0 0
JPMORGAN CHASE & CO COM 46625H100 157,640 1,750,971 SH   DFND 1 1,750,971 0 0
KILROY RLTY CORP COM 49427F108 7,538 118,332 SH   SOLE   118,332 0 0
LAUDER ESTEE COS INC CL A 518439104 9,107 57,155 SH   DFND 1 57,155 0 0
LILLY ELI & CO COM 532457108 7,989 57,589 SH   SOLE   57,589 0 0
MARRIOTT INTL INC NEW CL A 571903202 64,670 864,451 SH   DFND 1 864,451 0 0
MASTERCARD INC CL A 57636Q104 178,200 737,703 SH   DFND 1 737,703 0 0
MEDTRONIC PLC SHS G5960L103 45,913 509,126 SH   SOLE   509,126 0 0
MERCK & CO. INC COM 58933Y105 25,005 324,990 SH   SOLE   324,990 0 0
MICROSOFT CORP COM 594918104 188,308 1,194,016 SH   DFND 1 1,194,016 0 0
MIDDLEBY CORP COM 596278101 4,892 86,000 SH   SOLE   86,000 0 0
MONDELEZ INTL INC CL A 609207105 11,133 222,305 SH   SOLE   222,305 0 0
MOODYS CORP COM 615369105 55,514 262,476 SH   SOLE   262,476 0 0
MOSAIC CO NEW COM 61945C103 6,708 620,000 SH   SOLE   620,000 0 0
MSCI INC COM 55354G100 10,311 35,682 SH   SOLE   35,682 0 0
NEW RELIC INC COM 64829B100 3,388 73,276 SH   SOLE   73,276 0 0
NEXTERA ENERGY INC COM 65339F101 163,189 678,203 SH   DFND 1 678,203 0 0
OWENS CORNING NEW COM 690742101 8,594 221,436 SH   SOLE   221,436 0 0
PAYPAL HLDGS INC COM 70450Y103 10,683 111,588 SH   SOLE   111,588 0 0
PFIZER INC COM 717081103 132,864 4,070,601 SH   DFND 1 4,070,601 0 0
PLURALSIGHT INC COM CL A 72941B106 1,982 180,511 SH   SOLE   180,511 0 0
PROLOGIS INC. COM 74340W103 19,944 248,154 SH   SOLE   248,154 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 3,075 202,009 SH   SOLE   202,009 0 0
SEALED AIR CORP NEW COM 81211K100 14,172 573,527 SH   SOLE   573,527 0 0
SERVICE CORP INTL COM 817565104 108,976 2,786,409 SH   DFND 1 2,786,409 0 0
SERVICENOW INC COM 81762P102 58,849 205,348 SH   DFND 1 205,348 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 5,754 38,868 SH   DFND 1 38,868 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 8,901 247,263 SH   SOLE   247,263 0 0
SPLUNK INC COM 848637104 55,630 440,701 SH   DFND 1 440,701 0 0
SQUARE INC CL A 852234103 3,355 64,049 SH   SOLE   64,049 0 0
SVB FINANCIAL GROUP COM 78486Q101 30,523 202,033 SH   SOLE   202,033 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 148,430 3,105,883 SH   DFND 1 3,105,883 0 0
TE CONNECTIVITY LTD REG SHS H84989104 41,036 651,576 SH   DFND 1 651,576 0 0
TEXAS INSTRS INC COM 882508104 42,954 429,840 SH   DFND 1 429,840 0 0
TWITTER INC COM 90184L102 676 27,508 SH   SOLE   27,508 0 0
UNDER ARMOUR INC CL A 904311107 8,404 912,521 SH   SOLE   912,521 0 0
UNITED PARCEL SERVICE INC CL B 911312106 111,664 1,195,287 SH   DFND 1 1,195,287 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,684 19,731 SH   DFND 1 19,731 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,337 47,775 SH   DFND 1 47,775 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 809 12,882 SH   SOLE   12,882 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 525 12,800 SH   SOLE   12,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 748 13,929 SH   DFND 1 13,929 0 0
VORNADO RLTY TR SH BEN INT 929042109 2,501 69,080 SH   SOLE   69,080 0 0
WELBILT INC COM 949090104 9,298 1,812,500 SH   SOLE   1,812,500 0 0
WELLTOWER INC COM 95040Q104 5,009 109,421 SH   SOLE   109,421 0 0
WEYERHAEUSER CO COM 962166104 73,480 4,335,129 SH   DFND 1 4,335,129 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 4,778 59,032 SH   SOLE   59,032 0 0
WIX COM LTD SHS M98068105 3,024 29,991 SH   SOLE   29,991 0 0
XILINX INC COM 983919101 2,981 38,244 SH   SOLE   38,244 0 0
ZENDESK INC COM 98936J101 4,905 76,621 SH   SOLE   76,621 0 0
ZOETIS INC CL A 98978V103 7,807 66,336 SH   SOLE   66,336 0 0