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
3M CO COM 88579Y101 53,834 348,892 SH   DFND 1 348,892 0 0
AGCO CORP COM 001084102 3,918 69,000 SH   SOLE 69,000 0 0
AIR PRODS & CHEMS INC COM 009158106 104,948 766,999 SH   DFND 1 766,999 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,091 15,627 SH   SOLE 15,627 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 5,895 67,399 SH   SOLE 67,399 0 0
ALTRIA GROUP INC COM 02209S103 38,054 778,051 SH   SOLE 778,051 0 0
AMAZON COM INC COM 023135106 210,440 484,785 SH   DFND 1 484,785 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 4,356 115,573 SH   SOLE 115,573 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,062 42,411 SH   SOLE 42,411 0 0
AMGEN INC COM 031162100 200,608 1,306,723 SH   DFND 1 1,306,723 0 0
ANADARKO PETE CORP COM 032511107 88,967 1,139,729 SH   DFND 1 1,139,729 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 2,436 65,960 SH   SOLE 65,960 0 0
APPLE INC COM 037833100 74,786 596,259 SH   DFND 1 596,259 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,854 79,918 SH   DFND 1 79,918 0 0
AUTODESK INC COM 052769106 1,553 31,012 SH   SOLE 31,012 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 43,200 538,447 SH   DFND 1 538,447 0 0
AVALONBAY CMNTYS INC COM 053484101 11,933 74,643 SH   SOLE 74,643 0 0
BOISE CASCADE CO DEL COM 09739D100 1,141 31,100 SH   SOLE 31,100 0 0
BORGWARNER INC COM 099724106 267,536 4,706,820 SH   DFND 1 4,706,820 0 0
BOSTON PROPERTIES INC COM 101121101 25,334 209,301 SH   SOLE 209,301 0 0
BUNGE LIMITED COM G16962105 4,198 47,810 SH   SOLE 47,810 0 0
CAMDEN PPTY TR SH BEN INT 133131102 4,377 58,922 SH   SOLE 58,922 0 0
CANADIAN PAC RY LTD COM 13645T100 109,112 680,973 SH   DFND 1 680,973 0 0
CARMAX INC COM 143130102 223,566 3,376,622 SH   DFND 1 3,376,622 0 0
CATERPILLAR INC DEL COM 149123101 1,358 16,006 SH   SOLE 16,006 0 0
CBRE GROUP INC CL A 12504L109 3,934 106,315 SH   SOLE 106,315 0 0
CERNER CORP COM 156782104 2,287 33,110 SH   SOLE 33,110 0 0
CINEMARK HOLDINGS INC COM 17243V102 62,525 1,556,520 SH   SOLE 1,556,520 0 0
CINTAS CORP COM 172908105 46,804 553,300 SH   SOLE 553,300 0 0
CISCO SYS INC COM 17275R102 417 15,185 SH   SOLE 15,185 0 0
CITIGROUP INC COM NEW 172967424 289,451 5,239,885 SH   DFND 1 5,239,885 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,072 33,912 SH   SOLE 33,912 0 0
COLGATE PALMOLIVE CO COM 194162103 85,489 1,306,978 SH   DFND 1 1,306,978 0 0
CONTINENTAL RESOURCES INC COM 212015101 50,981 1,202,654 SH   SOLE 1,202,654 0 0
COPA HOLDINGS SA CL A P31076105 2,560 31,000 SH   SOLE 31,000 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 23,229 702,217 SH   SOLE 702,217 0 0
COSTCO WHSL CORP NEW COM 22160K105 203,296 1,505,227 SH   DFND 1 1,505,227 0 0
CREDICORP LTD COM G2519Y108 55,843 401,981 SH   SOLE 401,981 0 0
DIGITAL RLTY TR INC COM 253868103 6,452 96,761 SH   SOLE 96,761 0 0
DISNEY WALT CO COM DISNEY 254687106 87,333 765,136 SH   DFND 1 765,136 0 0
DOUGLAS EMMETT INC COM 25960P109 1,303 48,353 SH   SOLE 48,353 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 79,293 1,240,402 SH   DFND 1 1,240,402 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 76,034 1,076,668 SH   SOLE 1,076,668 0 0
ECOLAB INC COM 278865100 177,139 1,566,630 SH   DFND 1 1,566,630 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 84,386 2,785,922 SH   DFND 1 2,785,922 0 0
EMERSON ELEC CO COM 291011104 68,751 1,240,329 SH   DFND 1 1,240,329 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 8,673 123,600 SH   SOLE 123,600 0 0
ESSEX PPTY TR INC COM 297178105 9,609 45,219 SH   SOLE 45,219 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 2,870 22,410 SH   SOLE 22,410 0 0
GENERAL ELECTRIC CO COM 369604103 43,838 1,649,898 SH   DFND 1 1,649,898 0 0
GILEAD SCIENCES INC COM 375558103 2,459 21,000 SH   SOLE 21,000 0 0
GOOGLE INC CL A 38259P508 59,757 110,652 SH   DFND 1 110,652 0 0
GOOGLE INC CL C 38259P706 176,480 339,053 SH   DFND 1 339,053 0 0
HALLIBURTON CO COM 406216101 16,737 388,594 SH   SOLE 388,594 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 245,047 5,894,796 SH   DFND 1 5,894,796 0 0
HCP INC COM 40414L109 1,874 51,387 SH   SOLE 51,387 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 847 14,000 SH   SOLE 14,000 0 0
HMS HLDGS CORP COM 40425J101 874 50,900 SH   SOLE 50,900 0 0
HOME DEPOT INC COM 437076102 3,019 27,163 SH   SOLE 27,163 0 0
HOST HOTELS & RESORTS INC COM 44107P104 8,649 436,149 SH   SOLE 436,149 0 0
ICICI BK LTD ADR 45104G104 65,932 6,327,492 SH   SOLE 6,327,492 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,973 124,484 SH   SOLE 124,484 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 153,394 1,403,553 SH   DFND 1 1,403,553 0 0
INTL PAPER CO COM 460146103 138,015 2,900,091 SH   DFND 1 2,900,091 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 80,124 165,374 SH   DFND 1 165,374 0 0
ISHARES MSCI ACWI ETF 464288257 74,124 1,246,837 SH   DFND 1 1,246,837 0 0
ISHARES TR TIPS BD ETF 464287176 1,343 11,990 SH   DFND 1 11,990 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 4,214 91,405 SH   DFND 1 91,405 0 0
ISHARES TR CORE US AGGBD ET 464287226 5,151 47,350 SH   DFND 1 47,350 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 1,396 35,231 SH   DFND 1 35,231 0 0
ISHARES TR IBOXX INV CP ETF 464287242 4,586 39,633 SH   DFND 1 39,633 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 260 23,766 SH   SOLE 23,766 0 0
JPMORGAN CHASE & CO COM 46625H100 362,067 5,343,376 SH   DFND 1 5,343,376 0 0
KAR AUCTION SVCS INC COM 48238T109 103,707 2,772,918 SH   DFND 1 2,772,918 0 0
KILROY RLTY CORP COM 49427F108 5,822 86,700 SH   SOLE 86,700 0 0
KIMBERLY CLARK CORP COM 494368103 146,721 1,384,552 SH   DFND 1 1,384,552 0 0
KIMCO RLTY CORP COM 49446R109 2,765 122,671 SH   SOLE 122,671 0 0
LEGGETT & PLATT INC COM 524660107 32,835 674,500 SH   SOLE 674,500 0 0
LKQ CORP COM 501889208 1,684 55,692 SH   SOLE 55,692 0 0
LOCKHEED MARTIN CORP COM 539830109 11,523 61,986 SH   SOLE 61,986 0 0
M & T BK CORP COM 55261F104 2,174 17,400 SH   SOLE 17,400 0 0
MACERICH CO COM 554382101 8,943 119,884 SH   SOLE 119,884 0 0
MARKET VECTORS ETF TR RUSSIA ETF 57060U506 1,389 76,000 SH   SOLE 76,000 0 0
MASTERCARD INC CL A 57636Q104 163,415 1,748,124 SH   DFND 1 1,748,124 0 0
MEDNAX INC COM 58502B106 1,749 23,600 SH   SOLE 23,600 0 0
MEDTRONIC PLC SHS G5960L103 2,171 29,294 SH   SOLE 29,294 0 0
MICROSOFT CORP COM 594918104 1,845 41,782 SH   DFND 1 41,782 0 0
MIDDLEBY CORP COM 596278101 3,816 34,000 SH   SOLE 34,000 0 0
MOSAIC CO NEW COM 61945C103 5,200 111,000 SH   SOLE 111,000 0 0
NETFLIX INC COM 64110L106 71,273 108,492 SH   SOLE 108,492 0 0
NIKE INC CL B 654106103 2,376 22,000 SH   SOLE 22,000 0 0
PFIZER INC COM 717081103 51,895 1,547,707 SH   DFND 1 1,547,707 0 0
PNC FINL SVCS GROUP INC COM 693475105 11,288 118,012 SH   SOLE 118,012 0 0
POWERSHARES ETF TRUST WATER RESOURCE 73935X575 3,271 131,092 SH   DFND 1 131,092 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 1,618 31,544 SH   SOLE 31,544 0 0
PROLOGIS INC COM 74340W103 15,222 410,288 SH   SOLE 410,288 0 0
PRUDENTIAL FINL INC COM 744320102 1,619 18,500 SH   SOLE 18,500 0 0
PUBLIC STORAGE COM 74460D109 8,569 46,479 SH   SOLE 46,479 0 0
REGENCY CTRS CORP COM 758849103 6,231 105,646 SH   SOLE 105,646 0 0
RYDER SYS INC COM 783549108 2,036 23,300 SH   SOLE 23,300 0 0
SCHLUMBERGER LTD COM 806857108 12,518 145,233 SH   DFND 1 145,233 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,506 31,700 SH   SOLE 31,700 0 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 23,547 1,341,725 SH   SOLE 1,341,725 0 0
SIMON PPTY GROUP INC NEW COM 828806109 42,206 243,939 SH   SOLE 243,939 0 0
SL GREEN RLTY CORP COM 78440X101 5,336 48,557 SH   SOLE 48,557 0 0
SMITH A O COM 831865209 1,641 22,800 SH   SOLE 22,800 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 49,815 3,109,537 SH   SOLE 3,109,537 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 3,401 93,800 SH   SOLE 93,800 0 0
STARBUCKS CORP COM 855244109 2,067 38,560 SH   SOLE 38,560 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 32,355 399,005 SH   SOLE 399,005 0 0
STATE STR CORP COM 857477103 2,118 27,500 SH   SOLE 27,500 0 0
STERICYCLE INC COM 858912108 66,873 499,384 SH   SOLE 499,384 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 5,449 171,900 SH   SOLE 171,900 0 0
TATA MTRS LTD SPONSORED ADR 876568502 46,987 1,363,136 SH   SOLE 1,363,136 0 0
TAUBMAN CTRS INC COM 876664103 2,695 38,770 SH   SOLE 38,770 0 0
THE ADT CORPORATION COM 00101J106 1,875 55,845 SH   DFND 1 55,845 0 0
TIFFANY & CO NEW COM 886547108 94,015 1,024,126 SH   SOLE 1,024,126 0 0
TJX COS INC NEW COM 872540109 110,450 1,669,192 SH   DFND 1 1,669,192 0 0
TRACTOR SUPPLY CO COM 892356106 1,637 18,200 SH   SOLE 18,200 0 0
UDR INC COM 902653104 5,382 168,031 SH   SOLE 168,031 0 0
UNITED RENTALS INC COM 911363109 1,411 16,100 SH   SOLE 16,100 0 0
UNITED TECHNOLOGIES CORP COM 913017109 169,260 1,525,831 SH   DFND 1 1,525,831 0 0
URBAN EDGE PPTYS COM 91704F104 440 21,181 SH   SOLE 21,181 0 0
V F CORP COM 918204108 61,513 882,037 SH   DFND 1 882,037 0 0
VARIAN MED SYS INC COM 92220P105 123,786 1,467,882 SH   DFND 1 1,467,882 0 0
VENTAS INC COM 92276F100 13,551 218,255 SH   SOLE 218,255 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 684 14,685 SH   DFND 1 14,685 0 0
VORNADO RLTY TR SH BEN INT 929042109 13,006 137,010 SH   SOLE 137,010 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 142,889 1,692,198 SH   SOLE 1,692,198 0 0
WISDOMTREE TR LARGECAP DIVID 97717W307 8,228 113,485 SH   DFND 1 113,485 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 3,079 49,990 SH   DFND 1 49,990 0 0
XEROX CORP COM 984121103 2,161 203,100 SH   SOLE 203,100 0 0
XYLEM INC COM 98419M100 1,108 29,900 SH   SOLE 29,900 0 0
YANDEX N V SHS CLASS A N97284108 332 21,800 SH   SOLE 21,800 0 0