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
ACTIVISION BLIZZARD INC COM 00507V109 61,946 795,606 SH   SOLE   795,606 0 0
AGCO CORP COM 001084102 11,844 120,000 SH   SOLE   120,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 12,982 89,511 SH   SOLE   89,511 0 0
ALPHABET INC CAP STK CL A 02079K305 58,753 26,960 SH   DFND 1 26,960 0 0
ALPHABET INC CAP STK CL C 02079K107 233,362 106,682 SH   DFND 1 106,682 0 0
AMAZON COM INC COM 023135106 250,661 2,360,050 SH   DFND 1 2,360,050 0 0
AMERICAN TOWER CORP NEW COM 03027X100 124,797 488,272 SH   DFND 1 488,272 0 0
AMGEN INC COM 031162100 320,906 1,318,971 SH   DFND 1 1,318,971 0 0
APPLE INC COM 037833100 15,141 110,747 SH   DFND 1 110,747 0 0
ARAMARK COM 03852U106 191,752 6,260,253 SH   DFND 1 6,260,253 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,716 35,000 SH   SOLE   35,000 0 0
AVALONBAY CMNTYS INC COM 053484101 6,773 34,870 SH   SOLE   34,870 0 0
BLACKROCK INC COM 09247X101 74,426 122,202 SH   DFND 1 122,202 0 0
BOOKING HOLDINGS INC COM 09857L108 45,441 25,981 SH   DFND 1 25,981 0 0
BOSTON PROPERTIES INC COM 101121101 7,100 79,788 SH   SOLE   79,788 0 0
BROADCOM INC COM 11135F101 116,659 240,132 SH   DFND 1 240,132 0 0
BUNGE LIMITED COM G16962105 5,895 65,000 SH   SOLE   65,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 10,049 74,724 SH   SOLE   74,724 0 0
CF INDS HLDGS INC COM 125269100 10,288 120,000 SH   SOLE   120,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 117,587 250,971 SH   DFND 1 250,971 0 0
CISCO SYS INC COM 17275R102 101,387 2,377,753 SH   DFND 1 2,377,753 0 0
CME GROUP INC COM 12572Q105 325,871 1,591,944 SH   DFND 1 1,591,944 0 0
COLGATE PALMOLIVE CO COM 194162103 273,667 3,414,862 SH   DFND 1 3,414,862 0 0
COSTCO WHSL CORP NEW COM 22160K105 190,019 396,467 SH   DFND 1 396,467 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 104,927 623,155 SH   DFND 1 623,155 0 0
DEERE & CO COM 244199105 203,710 680,236 SH   DFND 1 680,236 0 0
DISNEY WALT CO COM 254687106 265,580 2,813,352 SH   DFND 1 2,813,352 0 0
EBAY INC. COM 278642103 30,456 730,892 SH   SOLE   730,892 0 0
ECOLAB INC COM 278865100 15,171 98,666 SH   DFND 1 98,666 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 24,108 253,530 SH   SOLE   253,530 0 0
ENTEGRIS INC COM 29362U104 29,407 319,193 SH   SOLE   319,193 0 0
EQUINIX INC COM 29444U700 151,118 230,005 SH   DFND 1 230,005 0 0
EQUINOR ASA SPONSORED ADR 29446M102 8,554 246,094 SH   DFND 1 246,094 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,810 108,148 SH   SOLE   108,148 0 0
ESSEX PPTY TR INC COM 297178105 6,585 25,179 SH   SOLE   25,179 0 0
EVERCORE INC CLASS A 29977A105 2,340 25,000 SH   SOLE   25,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 117,055 811,757 SH   DFND 1 811,757 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 29,739 440,642 SH   SOLE   440,642 0 0
FRESHPET INC COM 358039105 1,297 25,000 SH   SOLE   25,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 192,524 3,502,992 SH   DFND 1 3,502,992 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 9,346 360,714 SH   SOLE   360,714 0 0
HENRY JACK & ASSOC INC COM 426281101 88,621 492,286 SH   SOLE   492,286 0 0
HOME DEPOT INC COM 437076102 9,254 33,742 SH   DFND 1 33,742 0 0
ILLUMINA INC COM 452327109 117,976 639,919 SH   DFND 1 639,919 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 176,979 1,485,723 SH   DFND 1 1,485,723 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,004 27,298 SH   DFND 1 27,298 0 0
ISHARES TR MSCI ACWI ETF 464288257 109,098 1,300,488 SH   DFND 1 1,300,488 0 0
JPMORGAN CHASE & CO COM 46625H100 13,653 121,244 SH   DFND 1 121,244 0 0
KILROY RLTY CORP COM 49427F108 7,342 140,300 SH   SOLE   140,300 0 0
LIFE STORAGE INC COM 53223X107 11,060 99,055 SH   SOLE   99,055 0 0
LILLY ELI & CO COM 532457108 27,222 83,959 SH   SOLE   83,959 0 0
MASTERCARD INCORPORATED CL A 57636Q104 308,469 977,777 SH   DFND 1 977,777 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 101,043 6,617,088 SH   DFND 1 6,617,088 0 0
MERCK & CO INC COM 58933Y105 343,184 3,764,221 SH   DFND 1 3,764,221 0 0
META PLATFORMS INC CL A 30303M102 34,011 210,919 SH   SOLE   210,919 0 0
MICROSOFT CORP COM 594918104 444,604 1,731,122 SH   DFND 1 1,731,122 0 0
MID-AMER APT CMNTYS INC COM 59522J103 9,273 53,086 SH   SOLE   53,086 0 0
MIDDLEBY CORP COM 596278101 164,671 1,313,583 SH   DFND 1 1,313,583 0 0
MONDELEZ INTL INC CL A 609207105 6,209 100,000 SH   SOLE   100,000 0 0
MONTE ROSA THERAPEUTICS INC COM 61225M102 629 65,081 SH   SOLE   65,081 0 0
MOODYS CORP COM 615369105 97,566 358,739 SH   DFND 1 358,739 0 0
MOSAIC CO NEW COM 61945C103 7,085 150,000 SH   SOLE   150,000 0 0
MSCI INC COM 55354G100 18,100 43,915 SH   SOLE   43,915 0 0
NATIONAL INSTRS CORP COM 636518102 115,273 3,691,110 SH   DFND 1 3,691,110 0 0
NEXTERA ENERGY INC COM 65339F101 348,838 4,503,455 SH   DFND 1 4,503,455 0 0
OTIS WORLDWIDE CORP COM 68902V107 255,920 3,621,344 SH   DFND 1 3,621,344 0 0
PAYPAL HLDGS INC COM 70450Y103 28,985 415,015 SH   SOLE   415,015 0 0
PFIZER INC COM 717081103 21,900 417,697 SH   DFND 1 417,697 0 0
PROLOGIS INC. COM 74340W103 48,848 415,198 SH   SOLE   415,198 0 0
PUBLIC STORAGE COM 74460D109 6,978 22,316 SH   SOLE   22,316 0 0
SEALED AIR CORP NEW COM 81211K100 32,927 570,456 SH   SOLE   570,456 0 0
SERVICE CORP INTL COM 817565104 178,679 2,585,052 SH   SOLE   2,585,052 0 0
SERVICENOW INC COM 81762P102 144,397 303,661 SH   SOLE   303,661 0 0
SPDR GOLD TR GOLD SHS 78463V107 11,877 70,506 SH   DFND 1 70,506 0 0
SPLUNK INC COM 848637104 160,464 1,813,968 SH   DFND 1 1,813,968 0 0
SVB FINANCIAL GROUP COM 78486Q101 99,783 252,622 SH   DFND 1 252,622 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 168,055 2,055,721 SH   DFND 1 2,055,721 0 0
TELEFLEX INCORPORATED COM 879369106 48,164 195,908 SH   SOLE   195,908 0 0
TETRA TECH INC NEW COM 88162G103 22,279 163,156 SH   DFND 1 163,156 0 0
TEXAS INSTRS INC COM 882508104 28,777 187,288 SH   DFND 1 187,288 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 141,724 260,868 SH   DFND 1 260,868 0 0
UNDER ARMOUR INC CL A 904311107 25,947 3,114,916 SH   SOLE   3,114,916 0 0
UNITED PARCEL SERVICE INC CL B 911312106 104,547 572,732 SH   DFND 1 572,732 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,785 23,718 SH   DFND 1 23,718 0 0
WELLTOWER INC COM 95040Q104 4,647 56,427 SH   SOLE   56,427 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 35,817 1,081,416 SH   DFND 1 1,081,416 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 4,781 80,904 SH   DFND 1 80,904 0 0
ZOETIS INC CL A 98978V103 20,592 119,797 SH   SOLE   119,797 0 0