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
GUIDEWIRE SOFTWARE INC NOTE 1.250% 3/1 40171VAA8 112 110,000 PRN   DFND   110,000 0 0
NUVASIVE INC NOTE 2.250% 3/1 670704AG0 141 130,000 PRN   DFND   130,000 0 0
BLACKBERRY LTD COM 09228F103 143 14,856 SH   DFND   14,856 0 0
HUNTINGTON BANCSHARES INC COM 446150104 157 10,646 SH   DFND   10,646 0 0
REGIONS FINL CORP NEW COM 7591EP100 179 10,068 SH   DFND   10,068 0 0
DYCOM INDS INC NOTE 0.750% 9/1 267475AB7 180 155,000 PRN   DFND   155,000 0 0
MANULIFE FINL CORP COM 56501R106 182 10,095 SH   DFND   10,095 0 0
KINROSS GOLD CORP COM NO PAR 496902404 190 50,366 SH   DFND   50,366 0 0
NUANCE COMMUNICATIONS INC DBCV 1.000%12/1 67020YAK6 202 225,000 PRN   DFND   225,000 0 0
US BANCORP DEL COM NEW 902973304 202 4,040 SH   DFND   4,040 0 0
BALL CORP COM 058498106 210 5,913 SH   DFND   5,913 0 0
BANK NEW YORK MELLON CORP COM 064058100 216 4,005 SH   DFND   4,005 0 0
MONDELEZ INTL INC CL A 609207105 217 5,281 SH   DFND   5,281 0 0
AMERICAN TOWER CORP NEW COM 03027X100 219 1,518 SH   DFND   1,518 0 0
NEXTERA ENERGY INC COM 65339F101 220 1,315 SH   DFND   1,315 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 220 2,574 SH   DFND   2,574 0 0
QUALCOMM INC COM 747525103 221 3,946 SH   DFND   3,946 0 0
LOWES COS INC COM 548661107 224 2,341 SH   DFND   2,341 0 0
ROPER TECHNOLOGIES INC COM 776696106 232 840 SH   DFND   840 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 235 2,038 SH   DFND   2,038 0 0
VALERO ENERGY CORP NEW COM 91913Y100 239 2,154 SH   DFND   2,154 0 0
EURONET WORLDWIDE INC NOTE 1.500%10/0 298736AH2 239 195,000 PRN   DFND   195,000 0 0
CSX CORP COM 126408103 240 3,762 SH   DFND   3,762 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 241 1,091 SH   DFND   1,091 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 243 1,300 SH Call DFND   1,300 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 243 2,676 SH   DFND   2,676 0 0
CONOCOPHILLIPS COM 20825C104 245 3,513 SH   DFND   3,513 0 0
TELEFLEX INC COM 879369106 246 918 SH   DFND   918 0 0
AMERICAN EXPRESS CO COM 025816109 247 2,520 SH   DFND   2,520 0 0
FEDEX CORP COM 31428X106 249 1,096 SH   DFND   1,096 0 0
SCHLUMBERGER LTD COM 806857108 251 3,747 SH   DFND   3,747 0 0
MASCO CORP COM 574599106 252 6,729 SH   DFND   6,729 0 0
ENBRIDGE INC COM 29250N105 253 7,056 SH   DFND   7,056 0 0
LUMENTUM HLDGS INC NOTE 0.250% 3/1 55024UAB5 255 215,000 PRN   DFND   215,000 0 0
SYMANTEC CORP COM 871503108 256 12,416 SH   DFND   12,416 0 0
CATERPILLAR INC DEL COM 149123101 258 1,898 SH   DFND   1,898 0 0
INTUIT COM 461202103 260 1,274 SH   DFND   1,274 0 0
METLIFE INC COM 59156R108 262 6,000 SH Call DFND   6,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 264 2,115 SH   DFND   2,115 0 0
MAGNA INTL INC COM 559222401 274 4,707 SH   DFND   4,707 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 278 1,697 SH   DFND   1,697 0 0
PRUDENTIAL FINL INC COM 744320102 281 3,000 SH Call DFND   3,000 0 0
CITIGROUP INC COM NEW 172967424 281 4,200 SH Call DFND   4,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 281 6,902 SH   DFND   6,902 0 0
BANK AMER CORP COM 060505104 282 10,000 SH Call DFND   10,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 282 2,889 SH   DFND   2,889 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 284 4,471 SH   DFND   4,471 0 0
LILLY ELI & CO COM 532457108 284 3,325 SH   DFND   3,325 0 0
SIMON PPTY GROUP INC NEW COM 828806109 284 1,670 SH   DFND   1,670 0 0
MORGAN STANLEY COM NEW 617446448 284 6,000 SH Call DFND   6,000 0 0
PAYPAL HLDGS INC COM 70450Y103 287 3,450 SH   DFND   3,450 0 0
PPG INDS INC COM 693506107 294 2,830 SH   DFND   2,830 0 0
MCDONALDS CORP COM 580135101 298 1,901 SH   DFND   1,901 0 0
BLACKROCK INC COM 09247X101 299 600 SH Call DFND   600 0 0
GILEAD SCIENCES INC COM 375558103 306 4,315 SH   DFND   4,315 0 0
SALESFORCE COM INC COM 79466L302 310 2,270 SH   DFND   2,270 0 0
JPMORGAN CHASE & CO COM 46625H100 313 3,000 SH Call DFND   3,000 0 0
BOOKING HLDGS INC COM 09857L108 316 156 SH   DFND   156 0 0
STARWOOD PPTY TR INC NOTE 4.000% 1/1 85571BAB1 318 290,000 PRN   DFND   290,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 324 6,000 SH Call DFND   6,000 0 0
ALTRIA GROUP INC COM 02209S103 324 5,701 SH   DFND   5,701 0 0
BROADCOM INC COM 11135F101 324 1,337 SH   DFND   1,337 0 0
PROSPECT CAPITAL CORPORATION NOTE 4.750% 4/1 74348TAQ5 331 330,000 PRN   DFND   330,000 0 0
SHERWIN WILLIAMS CO COM 824348106 335 821 SH   DFND   821 0 0
CANADIAN NATL RY CO COM 136375102 342 4,175 SH   DFND   4,175 0 0
ILLUMINA INC NOTE6/1 452327AF6 342 290,000 PRN   DFND   290,000 0 0
VIACOM INC NEW CL B 92553P201 349 11,564 SH   DFND   11,564 0 0
3M CO COM 88579Y101 357 1,815 SH   DFND   1,815 0 0
VISA INC COM CL A 92826C839 358 2,700 SH Call DFND   2,700 0 0
BANK N S HALIFAX COM 064149107 368 6,488 SH   DFND   6,488 0 0
TEXAS INSTRS INC COM 882508104 368 3,341 SH   DFND   3,341 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 377 7,609 SH   DFND   7,609 0 0
ORACLE CORP COM 68389X105 385 8,746 SH   DFND   8,746 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 385 2,759 SH   DFND   2,759 0 0
GENERAL ELECTRIC CO COM 369604103 393 28,905 SH   DFND   28,905 0 0
NVIDIA CORP COM 67066G104 401 1,694 SH   DFND   1,694 0 0
ARES CAP CORP NOTE 4.375% 1/1 04010LAM5 402 400,000 PRN   DFND   400,000 0 0
VENTAS INC COM 92276F100 403 7,075 SH   DFND   7,075 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 404 45,755 SH   DFND   45,755 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 416 7,516 SH   DFND   7,516 0 0
CTRIP COM INTL LTD NOTE 1.250% 9/1 22943FAM2 423 410,000 PRN   DFND   410,000 0 0
SL GREEN RLTY CORP COM 78440X101 426 4,237 SH   DFND   4,237 0 0
PHILIP MORRIS INTL INC COM 718172109 426 5,281 SH   DFND   5,281 0 0
BOEING CO COM 097023105 428 1,275 SH   DFND   1,275 0 0
ADOBE SYS INC COM 00724F101 437 1,794 SH   DFND   1,794 0 0
HERSHEY CO COM 427866108 438 4,706 SH   DFND   4,706 0 0
RPM INTL INC NOTE 2.250%12/1 749685AT0 438 360,000 PRN   DFND   360,000 0 0
BANK MONTREAL QUE COM 063671101 459 5,931 SH   DFND   5,931 0 0
PEPSICO INC COM 713448108 459 4,220 SH   DFND   4,220 0 0
DOWDUPONT INC COM 26078J100 469 7,111 SH   DFND   7,111 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 487 6,457 SH   DFND   6,457 0 0
COCA COLA CO COM 191216100 500 11,411 SH   DFND   11,411 0 0
MERCK & CO INC COM 58933Y105 503 8,288 SH   DFND   8,288 0 0
EBAY INC COM 278642103 515 14,207 SH   DFND   14,207 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 529 3,637 SH   DFND   3,637 0 0
NETFLIX INC COM 64110L106 541 1,381 SH   DFND   1,381 0 0
PROCTER AND GAMBLE CO COM 742718109 563 7,206 SH   DFND   7,206 0 0
CMS ENERGY CORP COM 125896100 564 11,937 SH   DFND   11,937 0 0
BUNGE LIMITED COM G16962105 575 8,245 SH   DFND   8,245 0 0
DISNEY WALT CO COM DISNEY 254687106 580 5,533 SH   DFND   5,533 0 0
CITIGROUP INC COM NEW 172967424 651 9,728 SH   DFND   9,728 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 691 3,703 SH   DFND   3,703 0 0
WELLS FARGO CO NEW COM 949746101 698 12,582 SH   DFND   12,582 0 0
CHEVRON CORP NEW COM 166764100 706 5,584 SH   DFND   5,584 0 0
MASTERCARD INCORPORATED CL A 57636Q104 719 3,660 SH   DFND   3,660 0 0
WASTE MGMT INC DEL COM 94106L109 734 9,028 SH   DFND   9,028 0 0
SPIRIT RLTY CAP INC NEW NOTE 2.875% 5/1 84860WAA0 747 750,000 PRN   DFND   750,000 0 0
TRANSUNION COM 89400J107 772 10,773 SH   DFND   10,773 0 0
TYSON FOODS INC CL A 902494103 776 11,276 SH   DFND   11,276 0 0
REPUBLIC SVCS INC COM 760759100 802 11,733 SH   DFND   11,733 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 813 11,077 SH   DFND   11,077 0 0
ISHARES INC MSCI TURKEY ETF 464286715 813 26,900 SH   DFND   26,900 0 0
AMERICAN RLTY CAP PPTYS INC NOTE 3.000% 8/0 02917TAA2 816 815,000 PRN   DFND   815,000 0 0
MARATHON OIL CORP COM 565849106 838 40,166 SH   DFND   40,166 0 0
HORMEL FOODS CORP COM 440452100 858 23,051 SH   DFND   23,051 0 0
LEIDOS HLDGS INC COM 525327102 863 14,632 SH   DFND   14,632 0 0
CONAGRA BRANDS INC COM 205887102 865 24,216 SH   DFND   24,216 0 0
UNION PAC CORP COM 907818108 869 6,131 SH   DFND   6,131 0 0
AES CORP COM 00130H105 879 65,537 SH   DFND   65,537 0 0
NVR INC COM 62944T105 879 296 SH   DFND   296 0 0
KELLOGG CO COM 487836108 880 12,599 SH   DFND   12,599 0 0
ABBVIE INC COM 00287Y109 889 9,590 SH   DFND   9,590 0 0
BANK AMER CORP COM 060505104 892 31,636 SH   DFND   31,636 0 0
RANGE RES CORP COM 75281A109 904 54,030 SH   DFND   54,030 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 921 18,305 SH   DFND   18,305 0 0
HARLEY DAVIDSON INC COM 412822108 926 22,000 SH   DFND   22,000 0 0
COTY INC COM CL A 222070203 931 66,000 SH   DFND   66,000 0 0
BORGWARNER INC COM 099724106 938 21,739 SH   DFND   21,739 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 956 8,909 SH   DFND   8,909 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 959 7,186 SH   DFND   7,186 0 0
JOHNSON & JOHNSON COM 478160104 967 7,967 SH   DFND   7,967 0 0
ILLUMINA INC NOTE 0.500% 6/1 452327AH2 971 750,000 PRN   DFND   750,000 0 0
INGERSOLL-RAND PLC SHS G47791101 986 10,994 SH   DFND   10,994 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 992 16,917 SH   DFND   16,917 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 993 12,700 SH   DFND   12,700 0 0
EXXON MOBIL CORP COM 30231G102 1,037 12,537 SH   DFND   12,537 0 0
ALPHABET INC CAP STK CL A 02079K305 1,047 927 SH   DFND   927 0 0
JPMORGAN CHASE & CO COM 46625H100 1,053 10,109 SH   DFND   10,109 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,059 48,000 SH   DFND   48,000 0 0
JONES LANG LASALLE INC COM 48020Q107 1,087 6,548 SH   DFND   6,548 0 0
CONSOLIDATED EDISON INC COM 209115104 1,088 13,947 SH   DFND   13,947 0 0
NXP SEMICONDUCTORS N V NOTE 1.000%12/0 62952QAB6 1,092 907,000 PRN   DFND   907,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,103 10,387 SH   DFND   10,387 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 1,108 45,556 SH   DFND   45,556 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,112 18,900 SH   DFND   18,900 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,123 20,746 SH   DFND   20,746 0 0
COMERICA INC COM 200340107 1,132 12,448 SH   DFND   12,448 0 0
UNITED RENTALS INC COM 911363109 1,134 7,684 SH   DFND   7,684 0 0
LEAR CORP COM NEW 521865204 1,160 6,245 SH   DFND   6,245 0 0
YY INC ADS REPCOM CLA 98426T106 1,171 11,657 SH   DFND   11,657 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,174 20,794 SH   DFND   20,794 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,177 80,560 SH   DFND   80,560 0 0
UNUM GROUP COM 91529Y106 1,181 31,916 SH   DFND   31,916 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,187 20,112 SH   DFND   20,112 0 0
NEWFIELD EXPL CO COM 651290108 1,192 39,391 SH   DFND   39,391 0 0
STARBUCKS CORP COM 855244109 1,193 24,429 SH   DFND   24,429 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 1,204 50,368 SH   DFND   50,368 0 0
S&P GLOBAL INC COM 78409V104 1,204 5,907 SH   DFND   5,907 0 0
TRACTOR SUPPLY CO COM 892356106 1,240 16,206 SH   DFND   16,206 0 0
SYSCO CORP COM 871829107 1,264 18,505 SH   DFND   18,505 0 0
IPG PHOTONICS CORP COM 44980X109 1,315 5,962 SH   DFND   5,962 0 0
PENTAIR PLC SHS G7S00T104 1,319 31,355 SH   DFND   31,355 0 0
XEROX CORP COM NEW 984121608 1,326 55,235 SH   DFND   55,235 0 0
AGCO CORP COM 001084102 1,336 21,995 SH   DFND   21,995 0 0
LAM RESEARCH CORP COM 512807108 1,339 7,745 SH   DFND   7,745 0 0
F M C CORP COM NEW 302491303 1,344 15,062 SH   DFND   15,062 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 1,350 23,293 SH   DFND   23,293 0 0
AMAZON COM INC COM 023135106 1,360 800 SH Call DFND   800 0 0
ENTERGY CORP NEW COM 29364G103 1,383 17,123 SH   DFND   17,123 0 0
PRICELINE GRP INC NOTE 0.900% 9/1 741503AX4 1,389 1,160,000 PRN   DFND   1,160,000 0 0
HASBRO INC COM 418056107 1,391 15,065 SH   DFND   15,065 0 0
MCKESSON CORP COM 58155Q103 1,394 10,449 SH   DFND   10,449 0 0
YUM CHINA HLDGS INC COM 98850P109 1,398 36,350 SH   DFND   36,350 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 1,401 52,800 SH   DFND   52,800 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 1,403 13,477 SH   DFND   13,477 0 0
GARMIN LTD SHS H2906T109 1,423 23,325 SH   DFND   23,325 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,430 60,988 SH   DFND   60,988 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,472 13,400 SH   DFND   13,400 0 0
NIKE INC CL B 654106103 1,474 18,502 SH   DFND   18,502 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 1,488 134,411 SH   DFND   134,411 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,519 13,084 SH   DFND   13,084 0 0
MICROCHIP TECHNOLOGY INC NOTE 1.625% 2/1 595017AF1 1,539 1,309,000 PRN   DFND   1,309,000 0 0
VOYA FINL INC COM 929089100 1,565 33,295 SH   DFND   33,295 0 0
ROSS STORES INC COM 778296103 1,570 18,523 SH   DFND   18,523 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,607 15,300 SH   DFND   15,300 0 0
XL GROUP LTD COM G98294104 1,615 28,868 SH   DFND   28,868 0 0
V F CORP COM 918204108 1,620 19,874 SH   DFND   19,874 0 0
CISCO SYS INC COM 17275R102 1,631 37,902 SH   DFND   37,902 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,673 86,100 SH   DFND   86,100 0 0
ASSURANT INC COM 04621X108 1,674 16,172 SH   DFND   16,172 0 0
CUMMINS INC COM 231021106 1,704 12,813 SH   DFND   12,813 0 0
PHILLIPS 66 COM 718546104 1,713 15,252 SH   DFND   15,252 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,717 77,235 SH   DFND   77,235 0 0
MOSAIC CO NEW COM 61945C103 1,782 63,514 SH   DFND   63,514 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,792 21,412 SH   DFND   21,412 0 0
DISCOVER FINL SVCS COM 254709108 1,797 25,522 SH   DFND   25,522 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,816 23,524 SH   DFND   23,524 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,826 17,234 SH   DFND   17,234 0 0
FASTENAL CO COM 311900104 1,835 38,124 SH   DFND   38,124 0 0
NORDSTROM INC COM 655664100 1,860 35,924 SH   DFND   35,924 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 1,872 36,616 SH   DFND   36,616 0 0
BEST BUY INC COM 086516101 1,934 25,932 SH   DFND   25,932 0 0
ALLSTATE CORP COM 020002101 1,942 21,280 SH   DFND   21,280 0 0
VISA INC COM CL A 92826C839 1,970 14,874 SH   DFND   14,874 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,978 33,446 SH   DFND   33,446 0 0
AMGEN INC COM 031162100 1,990 10,778 SH   DFND   10,778 0 0
HCA HEALTHCARE INC COM 40412C101 1,995 19,443 SH   DFND   19,443 0 0
DOVER CORP COM 260003108 2,003 27,360 SH   DFND   27,360 0 0
VARIAN MED SYS INC COM 92220P105 2,028 17,833 SH   DFND   17,833 0 0
PVH CORP COM 693656100 2,029 13,550 SH   DFND   13,550 0 0
SMUCKER J M CO COM NEW 832696405 2,050 19,075 SH   DFND   19,075 0 0
AVERY DENNISON CORP COM 053611109 2,066 20,235 SH   DFND   20,235 0 0
WATERS CORP COM 941848103 2,110 10,899 SH   DFND   10,899 0 0
CITRIX SYS INC COM 177376100 2,168 20,681 SH   DFND   20,681 0 0
RALPH LAUREN CORP CL A 751212101 2,203 17,522 SH   DFND   17,522 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,250 16,939 SH   DFND   16,939 0 0
NEWMONT MINING CORP COM 651639106 2,334 61,894 SH   DFND   61,894 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,355 8,680 SH   DFND   8,680 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,370 32,423 SH   DFND   32,423 0 0
CBRE GROUP INC CL A 12504L109 2,386 49,987 SH   DFND   49,987 0 0
SNAP ON INC COM 833034101 2,398 14,921 SH   DFND   14,921 0 0
FACEBOOK INC CL A 30303M102 2,484 12,784 SH   DFND   12,784 0 0
WEYERHAEUSER CO COM 962166104 2,541 69,700 SH   DFND   69,700 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,573 32,575 SH   DFND   32,575 0 0
PERRIGO CO PLC SHS G97822103 2,632 36,093 SH   DFND   36,093 0 0
DXC TECHNOLOGY CO COM 23355L106 2,704 33,547 SH   DFND   33,547 0 0
WELLTOWER INC COM 95040Q104 2,710 43,235 SH   DFND   43,235 0 0
RESMED INC COM 761152107 2,736 26,413 SH   DFND   26,413 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,828 32,920 SH   DFND   32,920 0 0
MICRON TECHNOLOGY INC COM 595112103 2,862 54,586 SH   DFND   54,586 0 0
OMNICOM GROUP INC COM 681919106 2,881 37,774 SH   DFND   37,774 0 0
REGENCY CTRS CORP COM 758849103 2,936 47,298 SH   DFND   47,298 0 0
TJX COS INC NEW COM 872540109 3,004 31,557 SH   DFND   31,557 0 0
STATE STR CORP COM 857477103 3,076 33,041 SH   DFND   33,041 0 0
AFLAC INC COM 001055102 3,095 71,932 SH   DFND   71,932 0 0
ANDEAVOR COM 03349M105 3,096 23,599 SH   DFND   23,599 0 0
EXELON CORP COM 30161N101 3,229 75,808 SH   DFND   75,808 0 0
KIMCO RLTY CORP COM 49446R109 3,254 191,527 SH   DFND   191,527 0 0
TORO CO COM 891092108 3,314 55,000 SH   DFND   55,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,378 30,915 SH   DFND   30,915 0 0
NEVRO CORP COM 64157F103 3,394 42,500 SH   DFND   42,500 0 0
PROLOGIS INC COM 74340W103 3,397 51,706 SH   DFND   51,706 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,451 57,494 SH   DFND   57,494 0 0
CA INC COM 12673P105 3,454 96,879 SH   DFND   96,879 0 0
INTEL CORP COM 458140100 3,474 69,893 SH   DFND   69,893 0 0
AETNA INC NEW COM 00817Y108 3,499 19,069 SH   DFND   19,069 0 0
NETAPP INC COM 64110D104 3,525 44,885 SH   DFND   44,885 0 0
MACYS INC COM 55616P104 3,656 97,685 SH   DFND   97,685 0 0
ISHARES TR JPMORGAN USD EMG 464288281 3,693 34,585 SH   DFND   34,585 0 0
INTERSECT ENT INC COM 46071F103 3,745 100,000 SH   DFND   100,000 0 0
GAP INC DEL COM 364760108 3,807 117,531 SH   DFND   117,531 0 0
KOHLS CORP COM 500255104 3,956 54,266 SH   DFND   54,266 0 0
MICROSOFT CORP COM 594918104 4,073 41,303 SH   DFND   41,303 0 0
AT&T INC COM 00206R102 4,346 135,361 SH   DFND   135,361 0 0
FORTINET INC COM 34959E109 4,440 71,123 SH   DFND   71,123 0 0
FIFTH THIRD BANCORP COM 316773100 4,478 156,023 SH   DFND   156,023 0 0
GRAINGER W W INC COM 384802104 4,511 14,628 SH   DFND   14,628 0 0
AVNET INC COM 053807103 4,625 107,843 SH   DFND   107,843 0 0
CLOROX CO DEL COM 189054109 4,646 34,351 SH   DFND   34,351 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 4,808 65,661 SH   DFND   65,661 0 0
IDEXX LABS INC COM 45168D104 5,108 23,436 SH   DFND   23,436 0 0
APPLE INC COM 037833100 5,200 28,093 SH   DFND   28,093 0 0
MSCI INC COM 55354G100 5,297 32,020 SH   DFND   32,020 0 0
CIGNA CORPORATION COM 125509109 5,336 31,398 SH   DFND   31,398 0 0
SOTHEBYS COM 835898107 5,434 100,000 SH   DFND   100,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5,504 130,433 SH   DFND   130,433 0 0
TECHNIPFMC PLC COM G87110105 5,902 185,962 SH   DFND   185,962 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 5,908 48,430 SH   DFND   48,430 0 0
BIOGEN INC COM 09062X103 6,449 22,219 SH   DFND   22,219 0 0
HAEMONETICS CORP COM 405024100 6,502 72,500 SH   DFND   72,500 0 0
SERVICE CORP INTL COM 817565104 6,514 182,000 SH   DFND   182,000 0 0
CELGENE CORP COM 151020104 6,538 82,328 SH   DFND   82,328 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,622 13,840 SH   DFND   13,840 0 0
CHURCH & DWIGHT INC COM 171340102 6,709 126,209 SH   DFND   126,209 0 0
ILLUMINA INC COM 452327109 6,836 24,477 SH   DFND   24,477 0 0
BECTON DICKINSON & CO COM 075887109 7,343 30,653 SH   DFND   30,653 0 0
POOL CORPORATION COM 73278L105 7,575 50,000 SH   DFND   50,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 7,792 135,964 SH   DFND   135,964 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 8,227 85,000 SH   DFND   85,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 8,348 135,000 SH   DFND   135,000 0 0
MEDTRONIC PLC SHS G5960L103 8,745 102,146 SH   DFND   102,146 0 0
ISHARES TR MSCI INDIA ETF 46429B598 8,925 268,100 SH   DFND   268,100 0 0
DANAHER CORP DEL COM 235851102 9,035 91,554 SH   DFND   91,554 0 0
SCHWAB CHARLES CORP NEW COM 808513105 9,410 184,146 SH   DFND   184,146 0 0
MORGAN STANLEY COM NEW 617446448 9,730 205,276 SH   DFND   205,276 0 0
TIFFANY & CO NEW COM 886547108 10,032 76,233 SH   DFND   76,233 0 0
BOSTON SCIENTIFIC CORP COM 101137107 10,769 329,321 SH   DFND   329,321 0 0
ALPHABET INC CAP STK CL C 02079K107 11,106 9,955 SH   DFND   9,955 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 12,437 177,722 SH   DFND   177,722 0 0
HUMANA INC COM 444859102 12,487 41,954 SH   DFND   41,954 0 0
PFIZER INC COM 717081103 13,077 360,434 SH   DFND   360,434 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 13,402 440,000 SH   DFND   440,000 0 0
AMAZON COM INC COM 023135106 13,418 7,894 SH   DFND   7,894 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,564 65,480 SH   DFND   65,480 0 0
ZOETIS INC CL A 98978V103 13,742 161,315 SH   DFND   161,315 0 0
DESPEGAR COM CORP ORD SHS G27358103 14,503 691,600 SH   DFND   691,600 0 0
HOME DEPOT INC COM 437076102 15,096 77,374 SH   DFND   77,374 0 0
ABBOTT LABS COM 002824100 15,641 256,444 SH   DFND   256,444 0 0
FCB FINL HLDGS INC CL A 30255G103 16,464 280,000 SH   DFND   280,000 0 0
BAXTER INTL INC COM 071813109 16,697 226,120 SH   DFND   226,120 0 0
LAUDER ESTEE COS INC CL A 518439104 18,059 126,559 SH   DFND   126,559 0 0
ALLERGAN PLC SHS G0177J108 19,512 117,036 SH   DFND   117,036 0 0
STRYKER CORP COM 863667101 20,492 121,356 SH   DFND   121,356 0 0
UNITEDHEALTH GROUP INC COM 91324P102 23,004 93,763 SH   DFND   93,763 0 0
ANTHEM INC COM 036752103 27,173 114,159 SH   DFND   114,159 0 0
PRICESMART INC COM 741511109 27,295 301,600 SH   DFND   301,600 0 0
AMBEV SA SPONSORED ADR 02319V103 28,525 6,161,000 SH   DFND   6,161,000 0 0
BAIDU INC SPON ADR REP A 056752108 31,857 131,100 SH   DFND   131,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 45,232 243,800 SH   DFND   243,800 0 0