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 178,924 909,536 SH   DFND 1 909,536 0 0
ACTIVISION BLIZZARD INC COM 00507V109 115,079 1,507,853 SH   DFND 1 1,507,853 0 0
AGCO CORP COM 001084102 5,768 95,000 SH   SOLE   95,000 0 0
AIR PRODS & CHEMS INC COM 009158106 146,541 940,997 SH   DFND 1 940,997 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 10,772 85,378 SH   SOLE   85,378 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,689 186,974 SH   DFND 1 186,974 0 0
ALPHABET INC CAP STK CL C 02079K107 133,481 119,644 SH   DFND 1 119,644 0 0
AMAZON COM INC COM 023135106 126,780 74,585 SH   DFND 1 74,585 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 6,610 154,144 SH   SOLE   154,144 0 0
AMERICOLD RLTY TR COM 03064D108 5,010 227,522 SH   SOLE   227,522 0 0
AMGEN INC COM 031162100 180,160 975,999 SH   DFND 1 975,999 0 0
APPLE INC COM 037833100 56,651 306,041 SH   DFND 1 306,041 0 0
ARAMARK COM 03852U106 42,289 1,139,852 SH   SOLE   1,139,852 0 0
AVALONBAY CMNTYS INC COM 053484101 13,536 78,749 SH   SOLE   78,749 0 0
BANK AMER CORP COM 060505104 564 20,000 SH   SOLE   20,000 0 0
BLACKROCK INC COM 09247X101 139,367 279,270 SH   DFND 1 279,270 0 0
BOOKING HLDGS INC COM 09857L108 40,813 20,134 SH   DFND 1 20,134 0 0
BOSTON PROPERTIES INC COM 101121101 32,618 260,069 SH   SOLE   260,069 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 730 18,000 SH   SOLE   18,000 0 0
BUNGE LIMITED COM G16962105 2,579 37,000 SH   SOLE   37,000 0 0
CARMAX INC COM 143130102 59,118 811,275 SH   DFND 1 811,275 0 0
CBRE GROUP INC CL A 12504L109 1,624 34,008 SH   SOLE   34,008 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,780 64,051 SH   DFND 1 64,051 0 0
CINEMARK HOLDINGS INC COM 17243V102 46,003 1,311,385 SH   DFND 1 1,311,385 0 0
CISCO SYS INC COM 17275R102 608 14,130 SH   SOLE   14,130 0 0
CITIGROUP INC COM NEW 172967424 91,564 1,368,258 SH   DFND 1 1,368,258 0 0
CME GROUP INC COM CL A 12572Q105 153,836 938,485 SH   DFND 1 938,485 0 0
COLGATE PALMOLIVE CO COM 194162103 171,221 2,641,898 SH   DFND 1 2,641,898 0 0
COSTCO WHSL CORP NEW COM 22160K105 182,680 874,149 SH   DFND 1 874,149 0 0
CREDICORP LTD COM G2519Y108 84,210 374,069 SH   DFND 1 374,069 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 71,540 663,510 SH   DFND 1 663,510 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 5,284 111,000 SH   SOLE   111,000 0 0
DEERE & CO COM 244199105 106,830 764,160 SH   DFND 1 764,160 0 0
DISNEY WALT CO COM DISNEY 254687106 46,912 447,591 SH   DFND 1 447,591 0 0
EAST WEST BANCORP INC COM 27579R104 4,492 68,890 SH   SOLE   68,890 0 0
ECOLAB INC COM 278865100 157,253 1,120,596 SH   DFND 1 1,120,596 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 39,484 1,585,700 SH   DFND 1 1,585,700 0 0
EQUINIX INC COM PAR $0.001 29444U700 192,777 448,434 SH   DFND 1 448,434 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 9,439 148,198 SH   SOLE   148,198 0 0
ESSEX PPTY TR INC COM 297178105 12,063 50,458 SH   SOLE   50,458 0 0
EVERCORE INC CLASS A 29977A105 2,636 25,000 SH   SOLE   25,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 66,171 683,653 SH   DFND 1 683,653 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 31,334 356,923 SH   SOLE   356,923 0 0
HCP INC COM 40414L109 383 14,841 SH   SOLE   14,841 0 0
HOME DEPOT INC COM 437076102 46,830 240,033 SH   DFND 1 240,033 0 0
HOST HOTELS & RESORTS INC COM 44107P104 5,486 260,355 SH   SOLE   260,355 0 0
ICICI BK LTD ADR 45104G104 33,247 4,140,326 SH   SOLE   4,140,326 0 0
INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 6,353 110,000 SH   SOLE   110,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8,646 69,751 SH   SOLE   69,751 0 0
ISHARES TR TIPS BD ETF 464287176 1,303 11,544 SH   SOLE   11,544 0 0
ISHARES TR CORE US AGGBD ET 464287226 4,147 39,003 SH   SOLE   39,003 0 0
ISHARES TR IBOXX INV CP ETF 464287242 4,747 41,435 SH   DFND 1 41,435 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,578 30,924 SH   SOLE   30,924 0 0
ISHARES TR MSCI ACWI ETF 464288257 93,087 1,308,869 SH   DFND 1 1,308,869 0 0
ISHARES TR 1 3 YR CR BD ETF 464288646 1,589 15,321 SH   SOLE   15,321 0 0
ISHARES TR MSCI INDIA ETF 46429B598 27,269 819,147 SH   SOLE   819,147 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,275 25,000 SH   SOLE   25,000 0 0
ISHARES US ETF TR SHT MAT BD ETF 46431W507 2,993 59,650 SH   SOLE   59,650 0 0
JPMORGAN CHASE & CO COM 46625H100 222,550 2,135,799 SH   DFND 1 2,135,799 0 0
KAR AUCTION SVCS INC COM 48238T109 84,655 1,544,808 SH   DFND 1 1,544,808 0 0
KILROY RLTY CORP COM 49427F108 6,297 83,255 SH   SOLE   83,255 0 0
KIMCO RLTY CORP COM 49446R109 5,022 295,613 SH   SOLE   295,613 0 0
LAUDER ESTEE COS INC CL A 518439104 2,664 18,669 SH   SOLE   18,669 0 0
LEGGETT & PLATT INC COM 524660107 39,345 881,393 SH   DFND 1 881,393 0 0
MACERICH CO COM 554382101 1,728 30,411 SH   SOLE   30,411 0 0
MARRIOTT INTL INC NEW CL A 571903202 103,149 814,764 SH   DFND 1 814,764 0 0
MASTERCARD INCORPORATED CL A 57636Q104 224,239 1,141,051 SH   DFND 1 1,141,051 0 0
MICROSOFT CORP COM 594918104 1,638 16,613 SH   SOLE   16,613 0 0
MIDDLEBY CORP COM 596278101 5,743 55,000 SH   SOLE   55,000 0 0
MOODYS CORP COM 615369105 48,541 284,597 SH   SOLE   284,597 0 0
MOSAIC CO NEW COM 61945C103 9,088 324,000 SH   SOLE   324,000 0 0
NEXTERA ENERGY INC COM 65339F101 127,598 763,922 SH   DFND 1 763,922 0 0
NIKE INC CL B 654106103 9,368 117,570 SH   SOLE   117,570 0 0
PFIZER INC COM 717081103 167,455 4,615,637 SH   DFND 1 4,615,637 0 0
PROLOGIS INC COM 74340W103 26,061 396,726 SH   SOLE   396,726 0 0
PUBLIC STORAGE COM 74460D109 10,986 48,426 SH   SOLE   48,426 0 0
REGENCY CTRS CORP COM 758849103 5,528 89,052 SH   SOLE   89,052 0 0
SERVICE CORP INTL COM 817565104 72,632 2,029,397 SH   DFND 1 2,029,397 0 0
SERVICENOW INC COM 81762P102 54,528 316,158 SH   DFND 1 316,158 0 0
SIMON PPTY GROUP INC NEW COM 828806109 120,973 710,809 SH   DFND 1 710,809 0 0
SL GREEN RLTY CORP COM 78440X101 5,927 58,959 SH   SOLE   58,959 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 2,499 52,000 SH   SOLE   52,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,966 33,423 SH   DFND 1 33,423 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 11,896 247,263 SH   SOLE   247,263 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 162,146 4,435,071 SH   DFND 1 4,435,071 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 3,957 168,462 SH   SOLE   168,462 0 0
TEXAS INSTRS INC COM 882508104 48,925 443,762 SH   DFND 1 443,762 0 0
TJX COS INC NEW COM 872540109 30,663 322,154 SH   SOLE   322,154 0 0
TWITTER INC COM 90184L102 1,201 27,508 SH   SOLE   27,508 0 0
UDR INC COM 902653104 1,976 52,650 SH   SOLE   52,650 0 0
ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 546 46,110 SH   SOLE   46,110 0 0
UNION PAC CORP COM 907818108 98,290 693,743 SH   DFND 1 693,743 0 0
UNITED PARCEL SERVICE INC CL B 911312106 38,179 359,402 SH   DFND 1 359,402 0 0
UNITED TECHNOLOGIES CORP COM 913017109 108,325 866,390 SH   DFND 1 866,390 0 0
VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1,718 21,696 SH   SOLE   21,696 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4,221 51,826 SH   SOLE   51,826 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 945 12,882 SH   SOLE   12,882 0 0
VENTAS INC COM 92276F100 11,730 205,968 SH   SOLE   205,968 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 735 14,602 SH   DFND 1 14,602 0 0
VORNADO RLTY TR SH BEN INT 929042109 8,451 114,321 SH   SOLE   114,321 0 0
WELLS FARGO CO NEW COM 949746101 43,856 791,061 SH   DFND 1 791,061 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 6,212 69,214 SH   SOLE   69,214 0 0
ZIONS BANCORPORATION COM 989701107 72,182 1,369,934 SH   DFND 1 1,369,934 0 0