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
RAYTHEON TECHNOLOGIES CORP COM 75513E101 21,429 347,756 SH   DFND 1 347,756 0 0
VORNADO RLTY TR SH BEN INT 929042109 1,408 36,860 SH   SOLE   36,860 0 0
SEALED AIR CORP NEW COM 81211K100 21,019 639,857 SH   SOLE   639,857 0 0
MOSAIC CO NEW COM 61945C103 6,255 500,000 SH   SOLE   500,000 0 0
AMERICOLD RLTY TR COM 03064D108 14,738 406,000 SH   SOLE   406,000 0 0
SPLUNK INC COM 848637104 110,707 557,156 SH   DFND 1 557,156 0 0
XILINX INC COM 983919101 3,763 38,244 SH   SOLE   38,244 0 0
EQUINIX INC COM 29444U700 229,642 326,986 SH   DFND 1 326,986 0 0
PROLOGIS INC. COM 74340W103 22,293 238,867 SH   SOLE   238,867 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 5,097 54,872 SH   SOLE   54,872 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 3,545 128,646 SH   SOLE   128,646 0 0
ISHARES TR CORE US AGGBD ET 464287226 7,382 62,450 SH   SOLE   62,450 0 0
ANAPLAN INC COM 03272L108 4,007 88,434 SH   SOLE   88,434 0 0
TELEFLEX INCORPORATED COM 879369106 12,349 33,927 SH   SOLE   33,927 0 0
MOODYS CORP COM 615369105 99,117 360,778 SH   DFND 1 360,778 0 0
SQUARE INC CL A 852234103 8,474 80,751 SH   SOLE   80,751 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 8,791 332,123 SH   SOLE   332,123 0 0
EBAY INC. COM 278642103 35,529 677,393 SH   SOLE   677,393 0 0
COSTCO WHSL CORP NEW COM 22160K105 83,916 276,760 SH   DFND 1 276,760 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2,223 25,160 SH   DFND 1 25,160 0 0
BAOZUN INC SPONSORED ADR 06684L103 4,929 128,182 SH   SOLE   128,182 0 0
ALPHABET INC CAP STK CL A 02079K305 33,710 23,772 SH   DFND 1 23,772 0 0
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 9,651 247,263 SH   SOLE   247,263 0 0
TEXAS INSTRS INC COM 882508104 48,455 381,629 SH   DFND 1 381,629 0 0
DOCUSIGN INC COM 256163106 4,822 27,999 SH   SOLE   27,999 0 0
BROADCOM INC COM 11135F101 148,154 469,420 SH   DFND 1 469,420 0 0
HENRY JACK & ASSOC INC COM 426281101 13,509 73,406 SH   SOLE   73,406 0 0
HOME DEPOT INC COM 437076102 203,578 812,653 SH   DFND 1 812,653 0 0
ESSEX PPTY TR INC COM 297178105 7,162 31,250 SH   SOLE   31,250 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 2,712 43,735 SH   SOLE   43,735 0 0
LAUDER ESTEE COS INC CL A 518439104 2,170 11,500 SH   SOLE   11,500 0 0
PFIZER INC COM 717081103 57,989 1,773,378 SH   DFND 1 1,773,378 0 0
NEXTERA ENERGY INC COM 65339F101 158,487 659,893 SH   DFND 1 659,893 0 0
UNDER ARMOUR INC CL A 904311107 10,997 1,129,062 SH   SOLE   1,129,062 0 0
OWENS CORNING NEW COM 690742101 12,347 221,436 SH   SOLE   221,436 0 0
SERVICE CORP INTL COM 817565104 105,210 2,705,313 SH   DFND 1 2,705,313 0 0
ARAMARK COM 03852U106 142,891 6,331,019 SH   DFND 1 6,331,019 0 0
CF INDS HLDGS INC COM 125269100 7,739 275,000 SH   SOLE   275,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 66,561 130,501 SH   DFND 1 130,501 0 0
WELBILT INC COM 949090104 11,425 1,876,000 SH   SOLE   1,876,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 220,753 746,544 SH   DFND 1 746,544 0 0
DEERE & CO COM 244199105 165,646 1,054,063 SH   DFND 1 1,054,063 0 0
SVB FINANCIAL GROUP COM 78486Q101 46,901 217,608 SH   SOLE   217,608 0 0
BLACKROCK INC COM 09247X101 88,247 162,191 SH   DFND 1 162,191 0 0
AMERICAN TOWER CORP NEW COM 03027X100 18,429 71,282 SH   SOLE   71,282 0 0
BOSTON PPTYS LTD PARTNERSHIP COM 101121101 9,729 107,642 SH   SOLE   107,642 0 0
SPDR GOLD TR GOLD SHS 78463V107 6,857 40,968 SH   DFND 1 40,968 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 8,757 250,500 SH   SOLE   250,500 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 888 27,000 SH   SOLE   27,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,566 26,510 SH   DFND 1 26,510 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 188,829 3,326,212 SH   DFND 1 3,326,212 0 0
PLURALSIGHT INC COM CL A 72941B106 5,191 287,564 SH   SOLE   287,564 0 0
KILROY RLTY CORP COM 49427F108 5,006 85,280 SH   SOLE   85,280 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 1,265 25,000 SH   SOLE   25,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 35,442 413,418 SH   DFND 1 413,418 0 0
ACTIVISION BLIZZARD INC COM 00507V109 28,989 381,938 SH   SOLE   381,938 0 0
BK OF AMERICA CORP COM 060505104 475 20,000 SH   SOLE   20,000 0 0
ISHARES TR SH TR CRPORT ETF 464288646 1,676 30,642 SH   SOLE   30,642 0 0
EVERCORE INC CLASS A 29977A105 1,473 25,000 SH   SOLE   25,000 0 0
ISHARES TR MSCI ACWI ETF 464288257 96,002 1,302,245 SH   DFND 1 1,302,245 0 0
MERCK & CO. INC COM 58933Y105 140,332 1,814,710 SH   DFND 1 1,814,710 0 0
MEDTRONIC PLC SHS G5960L103 123,182 1,343,315 SH   DFND 1 1,343,315 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 2,522 29,124 SH   SOLE   29,124 0 0
COLGATE PALMOLIVE CO COM 194162103 242,138 3,305,185 SH   DFND 1 3,305,185 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 97,735 584,014 SH   DFND 1 584,014 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 9,344 158,856 SH   SOLE   158,856 0 0
FIVE9 INC COM 338307101 4,021 36,331 SH   SOLE   36,331 0 0
UNITED PARCEL SERVICE INC CL B 911312106 153,038 1,376,491 SH   DFND 1 1,376,491 0 0
CREDICORP LTD COM G2519Y108 93,233 697,486 SH   DFND 1 697,486 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 722 13,089 SH   DFND 1 13,089 0 0
PING IDENTITY HLDG CORP COM 72341T103 5,839 181,954 SH   SOLE   181,954 0 0
CITIGROUP INC COM NEW 172967424 22,854 447,232 SH   SOLE   447,232 0 0
CONOCOPHILLIPS COM 20825C104 4,605 109,600 SH   SOLE   109,600 0 0
ECOLAB INC COM 278865100 217,916 1,095,329 SH   DFND 1 1,095,329 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,123 132,000 SH   SOLE   132,000 0 0
MIDDLEBY CORP COM 596278101 6,789 86,000 SH   SOLE   86,000 0 0
AVALONBAY CMNTYS INC COM 053484101 10,625 68,707 SH   SOLE   68,707 0 0
AMAZON COM INC COM 023135106 233,780 84,739 SH   DFND 1 84,739 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 65,707 2,925,516 SH   DFND 1 2,925,516 0 0
AGCO CORP COM 001084102 5,546 100,000 SH   SOLE   100,000 0 0
EAST WEST BANCORP INC COM 27579R104 2,497 68,890 SH   SOLE   68,890 0 0
MICROSOFT CORP COM 594918104 243,838 1,198,163 SH   DFND 1 1,198,163 0 0
PAYPAL HLDGS INC COM 70450Y103 24,253 139,203 SH   SOLE   139,203 0 0
DYNATRACE INC COM 268150109 5,617 138,349 SH   SOLE   138,349 0 0
ZOETIS INC CL A 98978V103 9,091 66,336 SH   SOLE   66,336 0 0
TE CONNECTIVITY LTD REG SHS H84989104 60,655 743,776 SH   DFND 1 743,776 0 0
ALPHABET INC CAP STK CL C 02079K107 146,279 103,479 SH   DFND 1 103,479 0 0
MSCI INC COM 55354G100 11,911 35,682 SH   SOLE   35,682 0 0
TWITTER INC COM 90184L102 819 27,508 SH   SOLE   27,508 0 0
WELLTOWER INC COM 95040Q104 2,867 55,405 SH   SOLE   55,405 0 0
FACEBOOK INC CL A 30303M102 58,242 256,493 SH   SOLE   256,493 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,613 54,000 SH   SOLE   54,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 9,222 56,837 SH   SOLE   56,837 0 0
JPMORGAN CHASE & CO COM 46625H100 148,274 1,576,371 SH   DFND 1 1,576,371 0 0
WIX COM LTD SHS M98068105 6,626 25,861 SH   SOLE   25,861 0 0
LILLY ELI & CO COM 532457108 9,455 57,589 SH   SOLE   57,589 0 0
MEDALLIA INC COM 584021109 3,728 147,698 SH   SOLE   147,698 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 149,990 695,365 SH   DFND 1 695,365 0 0
ALTERYX INC COM CL A 02156B103 8,533 51,942 SH   SOLE   51,942 0 0
DISNEY WALT CO COM DISNEY 254687106 68,495 614,253 SH   DFND 1 614,253 0 0
BEYOND MEAT INC COM 08862E109 5,358 39,988 SH   SOLE   39,988 0 0
MONDELEZ INTL INC CL A 609207105 11,366 222,305 SH   SOLE   222,305 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 95,996 905,708 SH   DFND 1 905,708 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 208,332 970,250 SH   DFND 1 970,250 0 0
BOOKING HOLDINGS INC COM 09857L108 57,353 36,018 SH   DFND 1 36,018 0 0
NEW RELIC INC COM 64829B100 6,563 95,248 SH   SOLE   95,248 0 0
APPLE INC COM 037833100 97,913 268,401 SH   DFND 1 268,401 0 0
CME GROUP INC COM 12572Q105 227,164 1,397,591 SH   DFND 1 1,397,591 0 0
OTIS WORLDWIDE CORP COM 68902V107 126,278 2,220,859 SH   DFND 1 2,220,859 0 0
AMGEN INC COM 031162100 227,880 966,165 SH   DFND 1 966,165 0 0
SERVICENOW INC COM 81762P102 65,321 161,262 SH   DFND 1 161,262 0 0
ZENDESK INC COM 98936J101 8,161 92,179 SH   SOLE   92,179 0 0