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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMERICAN TOWER CORP NEWCOM03027X1002401,071SH DFND100240
AMERISOURCEBERGEN CORPCOM03073E1053133,205SH DFND100313
BLACKBERRY LTDCOM09228F10310115,206SH DFND100101
CROWN CASTLE INTL CORP NEWCOM22822V1012801,760SH DFND100280
DEERE & COCOM244199105252936SH DFND100252
ENTERGY CORP NEWCOM29364G1032162,164SH DFND100216
FEDEX CORPCOM31428X106246946SH DFND100246
FIRST TR EXCHANGE-TRADED FDNAT GAS ETF33733E8079710,942SH DFND10097
GENERAL MTRS COCOM37045V1002044,890SH DFND100204
ILLINOIS TOOL WKS INCCOM4523081092411,182SH DFND100241
INVITAE CORPCOM46185L1032285,446SH DFND100228
ISHARES TRRUSSELL 2000 ETF4642876551,2656,450SH DFND1001,265
LOCKHEED MARTIN CORPCOM5398301094501,267SH DFND100450
OVERSTOCK COM INC DELCOM6903701012064,303SH DFND100206
PROLOGIS INC.COM74340W1032322,331SH DFND100232
QUEST DIAGNOSTICS INCCOM74834L1002442,044SH DFND100244
QUIDEL CORPCOM74838J1012451,364SH DFND100245
TILRAY INCCOM CL 288688T10014517,526SH DFND100145
WILLIAMS SONOMA INCCOM9699041012001,965SH DFND100200