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 17,238 120,000 SH   SOLE   120,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 10,564 64,294 SH   SOLE   64,294 0 0
ALPHABET INC CAP STK CL A 02079K305 72,246 35,028 SH   DFND 1 35,028 0 0
ALPHABET INC CAP STK CL C 02079K107 227,012 109,740 SH   DFND 1 109,740 0 0
ALTERYX INC COM CL A 02156B103 3,569 43,017 SH   SOLE   43,017 0 0
AMAZON COM INC COM 023135106 305,971 98,889 SH   DFND 1 98,889 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 5,288 122,501 SH   SOLE   122,501 0 0
AMERICAN TOWER CORP NEW COM 03027X100 156,765 655,754 SH   DFND 1 655,754 0 0
AMERICOLD RLTY TR COM 03064D108 14,426 375,000 SH   SOLE   375,000 0 0
AMGEN INC COM 031162100 273,368 1,098,700 SH   DFND 1 1,098,700 0 0
ANAPLAN INC COM 03272L108 2,652 49,253 SH   SOLE   49,253 0 0
APPLE INC COM 037833100 63,540 520,181 SH   DFND 1 520,181 0 0
ARAMARK COM 03852U106 253,459 6,708,807 SH   DFND 1 6,708,807 0 0
AVALONBAY CMNTYS INC COM 053484101 3,710 20,108 SH   SOLE   20,108 0 0
BK OF AMERICA CORP COM 060505104 774 20,000 SH   SOLE   20,000 0 0
BLACKROCK INC COM 09247X101 118,275 156,872 SH   DFND 1 156,872 0 0
BOSTON PROPERTIES INC COM 101121101 7,189 70,998 SH   SOLE   70,998 0 0
BROADCOM INC COM 11135F101 172,600 372,255 SH   DFND 1 372,255 0 0
CAMDEN PPTY TR SH BEN INT 133131102 8,902 80,991 SH   SOLE   80,991 0 0
CF INDS HLDGS INC COM 125269100 7,942 175,000 SH   SOLE   175,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 97,207 157,542 SH   DFND 1 157,542 0 0
CISCO SYS INC COM 17275R102 26,769 517,678 SH   SOLE   517,678 0 0
CME GROUP INC COM 12572Q105 378,878 1,855,155 SH   DFND 1 1,855,155 0 0
COLGATE PALMOLIVE CO COM 194162103 269,905 3,423,891 SH   DFND 1 3,423,891 0 0
COSTCO WHSL CORP NEW COM 22160K105 101,241 287,224 SH   DFND 1 287,224 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 117,964 685,320 SH   DFND 1 685,320 0 0
DEERE & CO COM 244199105 358,794 958,982 SH   DFND 1 958,982 0 0
DISNEY WALT CO COM 254687106 172,750 936,211 SH   DFND 1 936,211 0 0
DYNATRACE INC COM NEW 268150109 4,172 86,474 SH   SOLE   86,474 0 0
EAST WEST BANCORP INC COM 27579R104 5,084 68,890 SH   SOLE   68,890 0 0
EBAY INC. COM 278642103 42,834 699,441 SH   SOLE   699,441 0 0
ECOLAB INC COM 278865100 164,012 766,162 SH   DFND 1 766,162 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 16,908 202,149 SH   SOLE   202,149 0 0
EQUINIX INC COM 29444U700 233,023 342,888 SH   DFND 1 342,888 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,600 50,254 SH   SOLE   50,254 0 0
EVERCORE INC CLASS A 29977A105 3,294 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 43,658 148,230 SH   SOLE   148,230 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 152,187 912,667 SH   DFND 1 912,667 0 0
FIVE9 INC COM 338307101 2,654 16,979 SH   SOLE   16,979 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 27,700 367,712 SH   SOLE   367,712 0 0
FRESHPET INC COM 358039105 4,764 30,000 SH   SOLE   30,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 84,033 1,081,645 SH   SOLE   1,081,645 0 0
HEALTH CATALYST INC COM 42225T107 2,472 52,845 SH   SOLE   52,845 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 7,670 241,644 SH   SOLE   241,644 0 0
HENRY JACK & ASSOC INC COM 426281101 184,925 1,218,857 SH   DFND 1 1,218,857 0 0
HOME DEPOT INC COM 437076102 303,475 994,184 SH   DFND 1 994,184 0 0
ILLUMINA INC COM 452327109 85,513 222,655 SH   DFND 1 222,655 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 13,961 100,000 SH   SOLE   100,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,512 29,124 SH   SOLE   29,124 0 0
ISHARES TR CORE US AGGBD ET 464287226 7,243 63,633 SH   SOLE   63,633 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,270 25,000 SH   SOLE   25,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,756 28,883 SH   DFND 1 28,883 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 1,676 30,642 SH   SOLE   30,642 0 0
ISHARES TR MSCI ACWI ETF 464288257 123,536 1,298,327 SH   DFND 1 1,298,327 0 0
ISHARES TR TIPS BD ETF 464287176 1,290 10,282 SH   SOLE   10,282 0 0
JPMORGAN CHASE & CO COM 46625H100 228,914 1,503,735 SH   DFND 1 1,503,735 0 0
KILROY RLTY CORP COM 49427F108 5,629 85,776 SH   SOLE   85,776 0 0
LIFE STORAGE INC COM 53223X107 6,953 80,894 SH   SOLE   80,894 0 0
LILLY ELI & CO COM 532457108 22,843 122,273 SH   SOLE   122,273 0 0
MARRIOTT INTL INC NEW CL A 571903202 180,667 1,219,816 SH   DFND 1 1,219,816 0 0
MASTERCARD INCORPORATED CL A 57636Q104 329,369 925,064 SH   DFND 1 925,064 0 0
MEDALLIA INC COM 584021109 1,743 62,492 SH   SOLE   62,492 0 0
MERCK & CO. INC COM 58933Y105 227,958 2,957,039 SH   DFND 1 2,957,039 0 0
MICROSOFT CORP COM 594918104 366,704 1,555,347 SH   DFND 1 1,555,347 0 0
MID-AMER APT CMNTYS INC COM 59522J103 7,826 54,212 SH   SOLE   54,212 0 0
MIDDLEBY CORP COM 596278101 300,722 1,814,308 SH   DFND 1 1,814,308 0 0
MONDELEZ INTL INC CL A 609207105 20,595 351,863 SH   SOLE   351,863 0 0
MOODYS CORP COM 615369105 156,082 522,695 SH   DFND 1 522,695 0 0
MSCI INC COM 55354G100 20,211 48,204 SH   SOLE   48,204 0 0
NEXTERA ENERGY INC COM 65339F101 257,864 3,410,454 SH   DFND 1 3,410,454 0 0
OKTA INC CL A 679295105 2,830 12,838 SH   SOLE   12,838 0 0
OTIS WORLDWIDE CORP COM 68902V107 255,244 3,728,905 SH   DFND 1 3,728,905 0 0
OWENS CORNING NEW COM 690742101 21,954 238,401 SH   SOLE   238,401 0 0
PAYPAL HLDGS INC COM 70450Y103 33,877 139,503 SH   SOLE   139,503 0 0
PFIZER INC COM 717081103 21,998 607,170 SH   DFND 1 607,170 0 0
PING IDENTITY HLDG CORP COM 72341T103 3,287 149,886 SH   SOLE   149,886 0 0
PINTEREST INC CL A 72352L106 3,823 51,639 SH   SOLE   51,639 0 0
PROLOGIS INC. COM 74340W103 39,514 372,771 SH   SOLE   372,771 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 5,079 292,589 SH   SOLE   292,589 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 3,903 77,066 SH   SOLE   77,066 0 0
SEALED AIR CORP NEW COM 81211K100 33,023 720,710 SH   SOLE   720,710 0 0
SERVICE CORP INTL COM 817565104 182,900 3,582,756 SH   DFND 1 3,582,756 0 0
SERVICENOW INC COM 81762P102 37,435 74,854 SH   DFND 1 74,854 0 0
SPDR GOLD TR GOLD SHS 78463V107 6,645 41,542 SH   DFND 1 41,542 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 581 12,311 SH   SOLE   12,311 0 0
SPLUNK INC COM 848637104 149,155 1,100,935 SH   DFND 1 1,100,935 0 0
SVB FINANCIAL GROUP COM 78486Q101 80,079 162,214 SH   SOLE   162,214 0 0
SWITCH INC CL A 87105L104 2,592 159,422 SH   SOLE   159,422 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 275,531 2,329,477 SH   DFND 1 2,329,477 0 0
TELEFLEX INCORPORATED COM 879369106 25,674 61,796 SH   SOLE   61,796 0 0
TEXAS INSTRS INC COM 882508104 35,604 188,389 SH   DFND 1 188,389 0 0
TWITTER INC COM 90184L102 1,750 27,508 SH   SOLE   27,508 0 0
UNDER ARMOUR INC CL A 904311107 31,165 1,406,362 SH   SOLE   1,406,362 0 0
UNITED PARCEL SERVICE INC CL B 911312106 116,975 688,129 SH   DFND 1 688,129 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2,049 24,188 SH   DFND 1 24,188 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 663 11,410 SH   DFND 1 11,410 0 0
WELBILT INC COM 949090104 39,362 2,422,289 SH   SOLE   2,422,289 0 0
WELLTOWER INC COM 95040Q104 4,052 56,572 SH   SOLE   56,572 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 25,518 716,796 SH   DFND 1 716,796 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 5,088 44,363 SH   SOLE   44,363 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 99,335 204,738 SH   DFND 1 204,738 0 0
ZENDESK INC COM 98936J101 2,896 21,836 SH   SOLE   21,836 0 0
ZOETIS INC CL A 98978V103 21,069 133,786 SH   SOLE   133,786 0 0