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
ABB LTD SPONSORED ADR 000375204 1,813 95,362 SH   DFND 1 95,362 0 0
AES CORP COM 00130H105 8,333 576,291 SH   DFND 1 576,291 0 0
AECOM COM 00766T100 2,754 103,929 SH   DFND 1 103,929 0 0
ALBEMARLE CORP COM 012653101 82 1,060 SH   DFND 1 1,060 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 11,615 119,295 SH   DFND 1 119,295 0 0
ALPHABET INC CAP STK CL C 02079K107 21,581 20,839 SH   DFND 1 20,839 0 0
ALPHABET INC CAP STK CL A 02079K305 124 119 SH   DFND 1 119 0 0
AMAZON COM INC COM 023135106 242 161 SH   DFND 1 161 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 5,708 287,580 SH   DFND 1 287,580 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 10,870 275,815 SH   DFND 1 275,815 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 4,987 75,780 SH   DFND 1 75,780 0 0
APACHE CORP COM 037411105 273 10,411 SH   DFND 1 10,411 0 0
APPLE INC COM 037833100 263 1,669 SH   DFND 1 1,669 0 0
AUTOZONE INC COM 053332102 9,120 10,879 SH   DFND 1 10,879 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 67 790 SH   DFND 1 790 0 0
BIOGEN INC COM 09062X103 2,696 8,958 SH   DFND 1 8,958 0 0
BRIGHTHOUSE FINL INC COM 10922N103 3,589 117,744 SH   DFND 1 117,744 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 3,970 76,366 SH   DFND 1 76,366 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,638 67,049 SH   DFND 1 67,049 0 0
CSX CORP COM 126408103 101 1,618 SH   DFND 1 1,618 0 0
CATERPILLAR INC DEL COM 149123101 128 1,010 SH   DFND 1 1,010 0 0
CELGENE CORP COM 151020104 5,619 87,669 SH   DFND 1 87,669 0 0
CISCO SYS INC COM 17275R102 6,327 146,014 SH   DFND 1 146,014 0 0
CITIGROUP INC COM NEW 172967424 6,660 127,936 SH   DFND 1 127,936 0 0
COCA COLA CO COM 191216100 143 3,030 SH   DFND 1 3,030 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,292 126,085 SH   DFND 1 126,085 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,643 205,996 SH   DFND 1 205,996 0 0
DISNEY WALT CO COM DISNEY 254687106 140 1,274 SH   DFND 1 1,274 0 0
ENCANA CORP COM 292505104 3,319 574,170 SH   DFND 1 574,170 0 0
EXELON CORP COM 30161N101 11,282 250,146 SH   DFND 1 250,146 0 0
FACEBOOK INC CL A 30303M102 3,151 24,040 SH   DFND 1 24,040 0 0
FASTENAL CO COM 311900104 71 1,350 SH   DFND 1 1,350 0 0
FIREEYE INC COM 31816Q101 55 3,367 SH   DFND 1 3,367 0 0
FLUOR CORP NEW COM 343412102 3,656 113,551 SH   DFND 1 113,551 0 0
GENERAL MTRS CO COM 37045V100 4,039 120,750 SH   DFND 1 120,750 0 0
GILEAD SCIENCES INC COM 375558103 58 931 SH   DFND 1 931 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 34 430 SH   DFND 1 430 0 0
HALLIBURTON CO COM 406216101 2,753 103,560 SH   DFND 1 103,560 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,608 127,552 SH   DFND 1 127,552 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,148 54,082 SH   DFND 1 54,082 0 0
JPMORGAN CHASE & CO COM 46625H100 45 460 SH   DFND 1 460 0 0
JOHNSON & JOHNSON COM 478160104 74 574 SH   DFND 1 574 0 0
KINDER MORGAN INC DEL COM 49456B101 10,874 706,990 SH   DFND 1 706,990 0 0
LENNAR CORP CL A 526057104 3,366 85,980 SH   DFND 1 85,980 0 0
LENNOX INTL INC COM 526107107 119 543 SH   DFND 1 543 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 3,250 184,439 SH   DFND 1 184,439 0 0
MERCK & CO INC COM 58933Y105 8,953 117,165 SH   DFND 1 117,165 0 0
METLIFE INC COM 59156R108 6,025 146,730 SH   DFND 1 146,730 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 77 136 SH   DFND 1 136 0 0
MICROSOFT CORP COM 594918104 16,510 162,545 SH   DFND 1 162,545 0 0
MONDELEZ INTL INC CL A 609207105 6,937 173,301 SH   DFND 1 173,301 0 0
NETAPP INC COM 64110D104 4,631 77,617 SH   DFND 1 77,617 0 0
NVIDIA CORP COM 67066G104 44 330 SH   DFND 1 330 0 0
ORACLE CORP COM 68389X105 14,444 319,918 SH   DFND 1 319,918 0 0
OWENS CORNING NEW COM 690742101 2,782 63,264 SH   DFND 1 63,264 0 0
PNC FINL SVCS GROUP INC COM 693475105 86 734 SH   DFND 1 734 0 0
PEPSICO INC COM 713448108 77 700 SH   DFND 1 700 0 0
PFIZER INC COM 717081103 82 1,890 SH   DFND 1 1,890 0 0
PIONEER NAT RES CO COM 723787107 5,092 38,713 SH   DFND 1 38,713 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 4,706 234,120 SH   DFND 1 234,120 0 0
QUALCOMM INC COM 747525103 6,719 118,058 SH   DFND 1 118,058 0 0
REALOGY HLDGS CORP COM 75605Y106 4,090 278,631 SH   DFND 1 278,631 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 51 1,000 SH   DFND 1 1,000 0 0
ROYAL GOLD INC COM 780287108 9,358 109,260 SH   DFND 1 109,260 0 0
S&P GLOBAL INC COM 78409V104 116 680 SH   DFND 1 680 0 0
SALESFORCE COM INC COM 79466L302 115 840 SH   DFND 1 840 0 0
SCHWAB CHARLES CORP NEW COM 808513105 46 1,096 SH   DFND 1 1,096 0 0
SERVICENOW INC COM 81762P102 27 150 SH   DFND 1 150 0 0
SHOPIFY INC CL A 82509L107 54 393 SH   DFND 1 393 0 0
STARBUCKS CORP COM 855244109 45 704 SH   DFND 1 704 0 0
SUNTRUST BKS INC COM 867914103 50 1,000 SH   DFND 1 1,000 0 0
SYNCHRONY FINL COM 87165B103 7,973 339,871 SH   DFND 1 339,871 0 0
TJX COS INC NEW COM 872540109 68 1,526 SH   DFND 1 1,526 0 0
TESLA INC COM 88160R101 35 104 SH   DFND 1 104 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 66 297 SH   DFND 1 297 0 0
TREX CO INC COM 89531P105 125 2,114 SH   DFND 1 2,114 0 0
TWITTER INC COM 90184L102 53 1,831 SH   DFND 1 1,831 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 7,335 62,926 SH   DFND 1 62,926 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 73 1,300 SH   DFND 1 1,300 0 0
VIEWRAY INC COM 92672L107 11 1,800 SH   DFND 1 1,800 0 0
VISA INC COM CL A 92826C839 49 369 SH   DFND 1 369 0 0
VOYA FINL INC COM 929089100 4,401 109,632 SH   DFND 1 109,632 0 0
WELLS FARGO CO NEW COM 949746101 11,493 249,417 SH   DFND 1 249,417 0 0
WORLDPAY INC CL A 981558109 77 1,010 SH   DFND 1 1,010 0 0
ALLERGAN PLC SHS G0177J108 11,972 89,567 SH   DFND 1 89,567 0 0
IHS MARKIT LTD SHS G47567105 48 1,000 SH   DFND 1 1,000 0 0
LINDE PLC COM G5494J103 76 485 SH   DFND 1 485 0 0
MYLAN N V SHS EURO N59465109 8,083 295,005 SH   DFND 1 295,005 0 0