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 3,259 35,100 SH   SOLE   35,100 0 0
AGCO CORP COM 001084102 10,309 100,000 SH   SOLE   100,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 11,458 64,294 SH   SOLE   64,294 0 0
ALPHABET INC CAP STK CL A 02079K305 57,315 32,702 SH   DFND 1 32,702 0 0
ALPHABET INC CAP STK CL C 02079K107 188,091 107,365 SH   DFND 1 107,365 0 0
ALTERYX INC COM CL A 02156B103 3,284 26,966 SH   SOLE   26,966 0 0
AMAZON COM INC COM 023135106 274,201 84,190 SH   DFND 1 84,190 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 5,239 122,501 SH   SOLE   122,501 0 0
AMERICAN TOWER CORP NEW COM 03027X100 36,064 160,670 SH   SOLE   160,670 0 0
AMERICOLD RLTY TR COM 03064D108 15,865 425,000 SH   SOLE   425,000 0 0
AMGEN INC COM 031162100 242,633 1,055,291 SH   DFND 1 1,055,291 0 0
ANAPLAN INC COM 03272L108 3,061 42,601 SH   SOLE   42,601 0 0
APPLE INC COM 037833100 92,315 695,723 SH   DFND 1 695,723 0 0
ARAMARK COM 03852U106 266,940 6,937,099 SH   DFND 1 6,937,099 0 0
AVALONBAY CMNTYS INC COM 053484101 9,592 59,789 SH   SOLE   59,789 0 0
BEYOND MEAT INC COM 08862E109 2,500 20,000 SH   SOLE   20,000 0 0
BK OF AMERICA CORP COM 060505104 831 27,405 SH   DFND 1 27,405 0 0
BLACKROCK INC COM 09247X101 113,565 157,392 SH   DFND 1 157,392 0 0
BOOKING HOLDINGS INC COM 09857L108 74,714 33,545 SH   DFND 1 33,545 0 0
BOSTON PROPERTIES INC COM 101121101 7,246 76,656 SH   SOLE   76,656 0 0
BROADCOM INC COM 11135F101 196,755 449,365 SH   DFND 1 449,365 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,114 27,000 SH   SOLE   27,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 9,559 95,670 SH   SOLE   95,670 0 0
CF INDS HLDGS INC COM 125269100 6,774 175,000 SH   SOLE   175,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 82,768 125,112 SH   DFND 1 125,112 0 0
CISCO SYS INC COM 17275R102 24,066 537,791 SH   SOLE   537,791 0 0
CME GROUP INC COM 12572Q105 324,036 1,779,928 SH   DFND 1 1,779,928 0 0
COLGATE PALMOLIVE CO COM 194162103 277,058 3,240,070 SH   DFND 1 3,240,070 0 0
COSTCO WHSL CORP NEW COM 22160K105 104,784 278,105 SH   DFND 1 278,105 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 106,660 670,016 SH   DFND 1 670,016 0 0
DEERE & CO COM 244199105 203,503 756,377 SH   DFND 1 756,377 0 0
DISNEY WALT CO COM 254687106 166,805 920,659 SH   DFND 1 920,659 0 0
DYNATRACE INC COM NEW 268150109 3,346 77,318 SH   SOLE   77,318 0 0
EAST WEST BANCORP INC COM 27579R104 3,493 68,890 SH   SOLE   68,890 0 0
EBAY INC. COM 278642103 35,147 699,441 SH   SOLE   699,441 0 0
ECOLAB INC COM 278865100 224,511 1,037,673 SH   DFND 1 1,037,673 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 18,442 202,149 SH   SOLE   202,149 0 0
EQUINIX INC COM 29444U700 229,348 321,135 SH   DFND 1 321,135 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,979 50,254 SH   SOLE   50,254 0 0
ESSEX PPTY TR INC COM 297178105 7,311 30,792 SH   SOLE   30,792 0 0
EVERCORE INC CLASS A 29977A105 2,741 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 29,444 107,792 SH   SOLE   107,792 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 142,275 968,318 SH   DFND 1 968,318 0 0
FIVE9 INC COM 338307101 2,169 12,436 SH   SOLE   12,436 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 27,711 365,726 SH   SOLE   365,726 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 82,923 1,147,567 SH   SOLE   1,147,567 0 0
HEALTH CATALYST INC COM 42225T107 2,300 52,845 SH   SOLE   52,845 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 7,305 241,644 SH   SOLE   241,644 0 0
HENRY JACK & ASSOC INC COM 426281101 165,478 1,021,531 SH   DFND 1 1,021,531 0 0
HOME DEPOT INC COM 437076102 207,504 781,206 SH   DFND 1 781,206 0 0
ILLUMINA INC COM 452327109 69,971 189,110 SH   DFND 1 189,110 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 9,796 90,000 SH   SOLE   90,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,516 29,124 SH   SOLE   29,124 0 0
ISHARES TR CORE US AGGBD ET 464287226 7,313 61,879 SH   SOLE   61,879 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,268 25,000 SH   SOLE   25,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,817 27,634 SH   DFND 1 27,634 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 1,691 30,642 SH   SOLE   30,642 0 0
ISHARES TR MSCI ACWI ETF 464288257 117,943 1,300,076 SH   DFND 1 1,300,076 0 0
JPMORGAN CHASE & CO COM 46625H100 237,414 1,868,370 SH   DFND 1 1,868,370 0 0
KILROY RLTY CORP COM 49427F108 4,670 81,358 SH   SOLE   81,358 0 0
LAUDER ESTEE COS INC CL A 518439104 3,194 12,000 SH   DFND 1 12,000 0 0
LIFE STORAGE INC COM 53223X107 9,959 83,416 SH   SOLE   83,416 0 0
LILLY ELI & CO COM 532457108 25,827 152,969 SH   SOLE   152,969 0 0
MARRIOTT INTL INC NEW CL A 571903202 94,897 719,354 SH   DFND 1 719,354 0 0
MASTERCARD INCORPORATED CL A 57636Q104 299,588 839,324 SH   DFND 1 839,324 0 0
MEDALLIA INC COM 584021109 4,132 124,383 SH   SOLE   124,383 0 0
MERCK & CO. INC COM 58933Y105 198,288 2,424,055 SH   DFND 1 2,424,055 0 0
MICROSOFT CORP COM 594918104 254,602 1,144,690 SH   DFND 1 1,144,690 0 0
MID-AMER APT CMNTYS INC COM 59522J103 7,161 56,523 SH   SOLE   56,523 0 0
MIDDLEBY CORP COM 596278101 167,786 1,301,470 SH   DFND 1 1,301,470 0 0
MONDELEZ INTL INC CL A 609207105 16,451 281,351 SH   SOLE   281,351 0 0
MOODYS CORP COM 615369105 136,459 470,160 SH   DFND 1 470,160 0 0
MSCI INC COM 55354G100 17,654 39,537 SH   SOLE   39,537 0 0
NEW RELIC INC COM 64829B100 3,243 49,593 SH   SOLE   49,593 0 0
NEXTERA ENERGY INC COM 65339F101 221,746 2,874,222 SH   DFND 1 2,874,222 0 0
OTIS WORLDWIDE CORP COM 68902V107 217,361 3,217,778 SH   DFND 1 3,217,778 0 0
OWENS CORNING NEW COM 690742101 18,061 238,401 SH   SOLE   238,401 0 0
PAYPAL HLDGS INC COM 70450Y103 32,601 139,203 SH   SOLE   139,203 0 0
PFIZER INC COM 717081103 37,059 1,006,769 SH   DFND 1 1,006,769 0 0
PING IDENTITY HLDG CORP COM 72341T103 4,436 154,877 SH   SOLE   154,877 0 0
PINTEREST INC CL A 72352L106 1,996 30,295 SH   SOLE   30,295 0 0
PLURALSIGHT INC COM CL A 72941B106 3,740 178,434 SH   SOLE   178,434 0 0
PROLOGIS INC. COM 74340W103 38,847 389,794 SH   SOLE   389,794 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 38,718 541,428 SH   DFND 1 541,428 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 4,103 77,066 SH   SOLE   77,066 0 0
SEALED AIR CORP NEW COM 81211K100 33,001 720,710 SH   SOLE   720,710 0 0
SERVICE CORP INTL COM 817565104 144,563 2,944,252 SH   DFND 1 2,944,252 0 0
SERVICENOW INC COM 81762P102 38,830 70,545 SH   DFND 1 70,545 0 0
SPDR GOLD TR GOLD SHS 78463V107 7,669 42,997 SH   DFND 1 42,997 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 547 12,311 SH   SOLE   12,311 0 0
SPLUNK INC COM 848637104 132,437 779,547 SH   DFND 1 779,547 0 0
SQUARE INC CL A 852234103 5,691 26,149 SH   SOLE   26,149 0 0
SVB FINANCIAL GROUP COM 78486Q101 88,186 227,383 SH   SOLE   227,383 0 0
SWITCH INC CL A 87105L104 2,259 137,998 SH   SOLE   137,998 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 285,704 2,620,171 SH   DFND 1 2,620,171 0 0
TELEFLEX INCORPORATED COM 879369106 25,293 61,455 SH   SOLE   61,455 0 0
TEXAS INSTRS INC COM 882508104 32,046 195,246 SH   DFND 1 195,246 0 0
TWITTER INC COM 90184L102 1,490 27,508 SH   SOLE   27,508 0 0
UNDER ARMOUR INC CL A 904311107 24,147 1,406,362 SH   SOLE   1,406,362 0 0
UNITED PARCEL SERVICE INC CL B 911312106 141,827 842,202 SH   DFND 1 842,202 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2,082 23,605 SH   DFND 1 23,605 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 670 11,410 SH   DFND 1 11,410 0 0
WELBILT INC COM 949090104 35,554 2,693,489 SH   SOLE   2,693,489 0 0
WELLTOWER INC COM 95040Q104 3,656 56,572 SH   SOLE   56,572 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 24,785 739,175 SH   DFND 1 739,175 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 4,837 44,993 SH   SOLE   44,993 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 72,283 188,075 SH   DFND 1 188,075 0 0
ZENDESK INC COM 98936J101 3,125 21,836 SH   SOLE   21,836 0 0
ZOETIS INC CL A 98978V103 13,434 81,175 SH   SOLE   81,175 0 0