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
ALASKA AIR GROUP INC COM 011659109 529 7,200 SH   DFND 1 1,600 0 5,600
ALLERGAN PLC SHS G0177J108 2,306 14,100 SH   DFND 1 300 0 13,800
ALLIANCE DATA SYSTEMS CORP COM 018581108 203 800 SH   DFND 1 800 0 0
ALPHABET INC CAP STK CL A 02079K305 316 300 SH   DFND 1 300 0 0
ALTRIA GROUP INC COM 02209S103 5,441 76,200 SH   DFND 1 0 0 76,200
AMAZON COM INC COM 023135106 234 200 SH   DFND 1 200 0 0
AON PLC SHS CL A G0408V102 9,688 72,300 SH   DFND 1 35,800 0 36,500
APPLE INC COM 037833100 9,358 55,300 SH   DFND 1 24,000 0 31,300
AT&T INC COM 00206R102 1,376 35,400 SH   DFND 1 22,100 0 13,300
BANK AMER CORP COM 060505104 446 15,100 SH   DFND 1 11,800 0 3,300
BROADCOM LTD SHS Y09827109 14,643 57,000 SH   DFND 1 22,700 0 34,300
CARNIVAL CORP UNIT 99/99/9999 143658300 10,878 163,900 SH   DFND 1 63,600 0 100,300
CELGENE CORP COM 151020104 605 5,800 SH   DFND 1 5,800 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 370 1,100 SH   DFND 1 1,100 0 0
CISCO SYS INC COM 17275R102 280 7,300 SH   DFND 1 7,300 0 0
CITIGROUP INC COM NEW 172967424 283 3,800 SH   DFND 1 3,800 0 0
CMS ENERGY CORP COM 125896100 11,106 234,800 SH   DFND 1 100,500 0 134,300
COCA COLA CO COM 191216100 303 6,600 SH   DFND 1 6,600 0 0
CONOCOPHILLIPS COM 20825C104 5,692 103,700 SH   DFND 1 0 0 103,700
CRESCENT PT ENERGY CORP COM 22576C101 110 14,400 SH   DFND 1 14,400 0 0
DEERE & CO COM 244199105 16,058 102,600 SH   DFND 1 36,900 0 65,700
DISNEY WALT CO COM DISNEY 254687106 9,665 89,900 SH   DFND 1 41,800 0 48,100
DOVER CORP COM 260003108 4,706 46,600 SH   DFND 1 15,000 0 31,600
DOWDUPONT INC COM 26078J100 249 3,500 SH   DFND 1 3,500 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,119 18,800 SH   DFND 1 6,000 0 12,800
FACEBOOK INC CL A 30303M102 212 1,200 SH   DFND 1 1,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 13,135 139,600 SH   DFND 1 47,300 0 92,300
GENERAL ELECTRIC CO COM 369604103 366 21,000 SH   DFND 1 21,000 0 0
HALLIBURTON CO COM 406216101 5,503 112,600 SH   DFND 1 8,800 0 103,800
HOME DEPOT INC COM 437076102 227 1,200 SH   DFND 1 1,200 0 0
HUMANA INC COM 444859102 5,135 20,700 SH   DFND 1 3,300 0 17,400
INGREDION INC COM 457187102 350 2,500 SH   DFND 1 2,500 0 0
JOHNSON & JOHNSON COM 478160104 531 3,800 SH   DFND 1 3,800 0 0
JPMORGAN CHASE & CO COM 46625H100 471 4,400 SH   DFND 1 4,400 0 0
KIMCO RLTY CORP COM 49446R109 294 16,200 SH   DFND 1 16,200 0 0
MCDONALDS CORP COM 580135101 9,019 52,400 SH   DFND 1 25,300 0 27,100
MERCK & CO INC COM 58933Y105 219 3,900 SH   DFND 1 3,900 0 0
METLIFE INC COM 59156R108 16,437 325,100 SH   DFND 1 160,600 0 164,500
MICROCHIP TECHNOLOGY INC COM 595017104 1,731 19,700 SH   DFND 1 1,200 0 18,500
MICROSOFT CORP COM 594918104 624 7,300 SH   DFND 1 7,300 0 0
NIKE INC CL B 654106103 17,351 277,400 SH   DFND 1 116,400 0 161,000
NVIDIA CORP COM 67066G104 619 3,200 SH   DFND 1 3,200 0 0
ORACLE CORP COM 68389X105 17,073 361,100 SH   DFND 1 183,100 0 178,000
PARKER HANNIFIN CORP COM 701094104 10,398 52,100 SH   DFND 1 21,800 0 30,300
PHILLIPS 66 COM 718546104 354 3,500 SH   DFND 1 3,500 0 0
PRICELINE GRP INC COM NEW 741503403 4,518 2,600 SH   DFND 1 1,800 0 800
PROGRESSIVE CORP OHIO COM 743315103 8,234 146,200 SH   DFND 1 17,600 0 128,600
PROLOGIS INC COM 74340W103 14,186 219,900 SH   DFND 1 84,700 0 135,200
ROGERS COMMUNICATIONS INC CL B 775109200 10,006 195,700 SH   DFND 1 122,800 0 72,900
SALESFORCE COM INC COM 79466L302 8,475 82,900 SH   DFND 1 26,500 0 56,400
SBA COMMUNICATIONS CORP NEW CL A 78410G104 523 3,200 SH   DFND 1 1,600 0 1,600
STANLEY BLACK & DECKER INC COM 854502101 441 2,600 SH   DFND 1 2,600 0 0
T MOBILE US INC COM 872590104 216 3,400 SH   DFND 1 3,400 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 1,228 64,800 SH   DFND 1 64,800 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 312 5,300 SH   DFND 1 5,300 0 0
TRANSCANADA CORP COM 89353D107 6,896 141,200 SH   DFND 1 63,300 0 77,900
VERIZON COMMUNICATIONS INC COM 92343V104 344 6,500 SH   DFND 1 6,500 0 0
VISA INC COM CL A 92826C839 331 2,900 SH   DFND 1 2,900 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,442 64,985 SH   DFND 1 64,985 0 0