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
ALLERGAN PLC PFD CONV SER A G0177J116 7,747 37,800 SH   DFND 1 9,500 0 28,300
ALLIANCE DATA SYSTEMS CORP COM 018581108 2,991 13,500 SH   DFND 1 4,900 0 8,600
ALPHABET INC CAP STK CL A 02079K305 292 300 SH   DFND 1 300 0 0
ALTRIA GROUP INC COM 02209S103 4,034 63,600 SH   DFND 1 0 0 63,600
AON PLC SHS CL A G0408V102 16,655 114,000 SH   DFND 1 50,900 0 63,100
APPLE INC COM 037833100 8,477 55,000 SH   DFND 1 22,000 0 33,000
AT&T INC COM 00206R102 2,139 54,600 SH   DFND 1 23,800 0 30,800
BRIGHTHOUSE FINL INC COM 10922N103 1,559 25,643 SH   DFND 1 11,999 0 13,644
BROADCOM LTD SHS Y09827109 13,631 56,200 SH   DFND 1 20,800 0 35,400
CARNIVAL CORP UNIT 99/99/9999 143658300 11,926 184,700 SH   DFND 1 57,100 0 127,600
CELGENE CORP COM 151020104 904 6,200 SH   DFND 1 6,200 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,797 13,200 SH   DFND 1 11,600 0 1,600
CITIGROUP INC COM NEW 172967424 204 2,800 SH   DFND 1 2,800 0 0
CMS ENERGY CORP COM 125896100 598 12,900 SH   DFND 1 12,900 0 0
COCA COLA CO COM 191216100 221 4,900 SH   DFND 1 4,900 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,650 18,300 SH   DFND 1 0 0 18,300
DEERE & CO COM 244199105 12,911 102,800 SH   DFND 1 35,800 0 67,000
DOWDUPONT INC COM 26078J100 621 8,974 SH   DFND 1 8,974 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,110 37,600 SH   DFND 1 6,000 0 31,600
FIDELITY NATL INFORMATION SV COM 31620M106 13,794 147,700 SH   DFND 1 49,900 0 97,800
GENERAL ELECTRIC CO COM 369604103 220 9,100 SH   DFND 1 9,100 0 0
HALLIBURTON CO COM 406216101 5,496 119,400 SH   DFND 1 6,500 0 112,900
INGREDION INC COM 457187102 2,425 20,100 SH   DFND 1 1,700 0 18,400
JOHNSON & JOHNSON COM 478160104 377 2,900 SH   DFND 1 2,900 0 0
JPMORGAN CHASE & CO COM 46625H100 315 3,300 SH   DFND 1 3,300 0 0
KIMCO RLTY CORP COM 49446R109 2,931 149,900 SH   DFND 1 68,800 0 81,100
MCDONALDS CORP COM 580135101 7,098 45,300 SH   DFND 1 21,600 0 23,700
METLIFE INC COM 59156R108 15,112 290,900 SH   DFND 1 140,800 0 150,100
MICROCHIP TECHNOLOGY INC COM 595017104 2,209 24,600 SH   DFND 1 9,100 0 15,500
MICROSOFT CORP COM 594918104 402 5,400 SH   DFND 1 5,400 0 0
NIKE INC CL B 654106103 11,490 221,600 SH   DFND 1 77,900 0 143,700
ORACLE CORP COM 68389X105 10,550 218,200 SH   DFND 1 94,500 0 123,700
PARKER HANNIFIN CORP COM 701094104 10,379 59,300 SH   DFND 1 24,100 0 35,200
PHILLIPS 66 COM 718546104 238 2,600 SH   DFND 1 2,600 0 0
PROLOGIS INC COM 74340W103 16,785 264,500 SH   DFND 1 122,100 0 142,400
SALESFORCE COM INC COM 79466L302 5,260 56,300 SH   DFND 1 27,000 0 29,300
PRICELINE GRP INC COM NEW 741503403 3,479 1,900 SH   DFND 1 900 0 1,000
T MOBILE US INC COM 872590104 5,216 84,600 SH   DFND 1 4,900 0 79,700
TWO HBRS INVT CORP COM 90187B101 1,807 179,300 SH   DFND 1 0 0 179,300
VERIZON COMMUNICATIONS INC COM 92343V104 767 15,500 SH   DFND 1 15,500 0 0
DISNEY WALT CO COM DISNEY 254687106 6,161 62,500 SH   DFND 1 28,000 0 34,500
WEYERHAEUSER CO COM 962166104 1,667 49,000 SH   DFND 1 24,500 0 24,500