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
ABBOTT LABORATOR COM 002824100 406,466 3,748,305 SH   DFND 1 0 0 3,748,305
ACCENTURE PLC COM G1151C101 186,539 724,310 SH   DFND 1 0 0 724,310
ADOBE SYSTEMS IN COM 00724F101 1,273,348 2,559,750 SH   DFND 1 0 0 2,559,750
ADOBE SYSTEMS IN COM 00724F101 0 0 SH   SOLE 0 0 0 0
ALEXION PHARMACE COM 015351109 334,061 2,138,261 SH   DFND 1 0 0 2,138,261
ALIBABA GROUP HO COM 01609W102 124,959 524,178 SH   DFND 1 0 0 524,178
ALIBABA GROUP HO COM 01609W102 0 0 SH   SOLE 0 0 0 0
ALPHABET COM 02079K107 779,957 448,375 SH   DFND 1 0 0 448,375
ALPHABET COM 02079K107 0 0 SH   SOLE 0 0 0 0
AMAZON.COM INC COM 023135106 1,470,454 447,511 SH   DFND 1 0 0 447,511
AMAZON.COM INC COM 023135106 0 0 SH   SOLE 0 0 0 0
AMERICAN EXPRESS COM 025816109 118,323 990,735 SH   DFND 1 0 0 990,735
AMERICAN EXPRESS COM 025816109 0 0 SH   SOLE 0 0 0 0
AMERICAN TOWER C COM 03027X100 126,869 575,786 SH   DFND 1 0 0 575,786
AMGEN INC COM 031162100 118,055 519,678 SH   DFND 1 0 0 519,678
AMGEN INC COM 031162100 0 0 SH   SOLE 0 0 0 0
ANSYS COM 03662Q105 232,955 642,953 SH   DFND 1 0 0 642,953
AON PLC COM 00BLP1HW5 95,500 462,000 SH   DFND 1 0 0 462,000
AON PLC COM G0408V102 0 0 SH   DFND 1 0 0 0
AON PLC COM G0408V102 0 0 SH   DFND 0 0 0 0
APOLLO GLOBAL COM 03768E105 0 0 SH   DFND 1 0 0 0
APPLE INC COM 037833100 2,005,507 14,997,812 SH   DFND 1 0 0 14,997,812
APPLE INC COM 037833100 0 0 SH   DFND 0 0 0 0
APPLE INC COM 037833100 0 0 SH   SOLE 0 0 0 0
ARISTA NETWORKS COM 040413106 258,284 893,839 SH   DFND 1 0 0 893,839
BANK OF AMERICA COM 060505104 146,250 4,878,260 SH   DFND 1 0 0 4,878,260
BANK OF AMERICA COM 060505104 0 0 SH   SOLE 0 0 0 0
BERKSHIRE HAT IN COM 084670108 316,797 918 SH   DFND 1 0 0 918
BERKSHIRE HAT IN COM 084670108 0 0 SH   SOLE 0 0 0 0
BERKSHIRE HATHAW COM 084670702 263,276 1,146,422 SH   DFND 1 0 0 1,146,422
BERKSHIRE HATHAW COM 084670702 0 0 SH   SOLE 0 0 0 0
BEST BUY CO INC COM 086516101 144,511 1,425,438 SH   DFND 1 0 0 1,425,438
BLACKROCK INC COM 09247X101 112,864 159,201 SH   DFND 1 0 0 159,201
BOOKING HOLDINGS COM 09857L108 65,236 29,582 SH   DFND 1 0 0 29,582
BOOKING HOLDINGS COM 09857L108 0 0 SH   SOLE 0 0 0 0
BRISTOL-MYERS SQ COM 110122108 110,973 1,792,202 SH   DFND 1 0 0 1,792,202
CADENCE DESIGN S COM 127387108 222,092 1,642,088 SH   DFND 1 0 0 1,642,088
CAREFUSION CORP COM 14149Y108 119,131 2,227,172 SH   DFND 1 0 0 2,227,172
CBRE GROUP INC COM 12504L109 218,430 3,500,481 SH   DFND 1 0 0 3,500,481
CENTENE CORP COM 15135B101 266,851 4,529,036 SH   DFND 1 0 0 4,529,036
CIENA CORP COM 171779309 94,482 1,800,000 SH   DFND 1 0 0 1,800,000
CIGNA CORP COM 125523100 273,593 1,340,814 SH   DFND 1 0 0 1,340,814
CISCO SYSTEMS IN COM 17275R102 340,006 7,644,025 SH   DFND 1 0 0 7,644,025
CISCO SYSTEMS IN COM 17275R102 0 0 SH   DFND 0 0 0 0
CISCO SYSTEMS IN COM 17275R102 0 0 SH   SOLE 0 0 0 0
CITIGROUP INC COM 172967424 184,684 3,034,569 SH   DFND 1 0 0 3,034,569
CITIGROUP INC COM 172967424 0 0 SH   DFND 0 0 0 0
CITIGROUP INC COM 172967424 0 0 SH   SOLE 0 0 0 0
COLGATE-PALMOLIV COM 194162103 201,154 2,374,061 SH   DFND 1 0 0 2,374,061
COLGATE-PALMOLIV COM 194162103 0 0 SH   SOLE 0 0 0 0
COOPER COMPANIES COM 216648402 116,091 325,688 SH   DFND 1 0 0 325,688
COSTCO WHOLESALE COM 22160K105 47,534 126,944 SH   DFND 1 0 0 126,944
CYBERARK SOFTWAR COM M2682V108 85,185 529,100 SH   DFND 1 0 0 529,100
CYBERARK SOFTWAR COM M2682V108 0 0 SH   SOLE 0 0 0 0
DANAHER CORP COM 235851102 219,806 996,040 SH   DFND 1 0 0 996,040
DELPHI AUTO COM 00B783TY6 103,999 795,162 SH   DFND 1 0 0 795,162
DIGITAL REALITY COM 253868103 149,342 1,079,449 SH   DFND 1 0 0 1,079,449
DOLLAR GENERAL COM 256677105 167,721 798,940 SH   DFND 1 0 0 798,940
EATON CORP COM 00B8KQN82 124,049 1,039,807 SH   DFND 1 0 0 1,039,807
ECOLAB INC COM 278865100 231,918 1,077,486 SH   DFND 1 0 0 1,077,486
ECOLAB INC COM 278865100 0 0 SH   SOLE 0 0 0 0
EDWARDS LIFESCIE COM 28176E108 135,812 1,515,082 SH   DFND 1 0 0 1,515,082
EDWARDS LIFESCIE COM 28176E108 0 0 SH   SOLE 0 0 0 0
ELECTRONIC ARTS COM 285512109 189,183 1,331,807 SH   DFND 1 0 0 1,331,807
ELECTRONIC ARTS COM 285512109 0 0 SH   SOLE 0 0 0 0
ELI LILLY & CO COM 532457108 124,912 747,933 SH   DFND 1 0 0 747,933
ENPHASE ENERGY I COM 29355A107 129,407 748,323 SH   DFND 1 0 0 748,323
EQUINIX INC COM 29444U700 210,499 300,541 SH   DFND 1 0 0 300,541
ETSY INC COM 29786A106 59,273 323,580 SH   DFND 1 0 0 323,580
EXELON CORP COM 30161N101 105,213 2,509,244 SH   DFND 1 0 0 2,509,244
F5 NETWORKS INC COM 315616102 245,888 1,399,796 SH   DFND 1 0 0 1,399,796
F5 NETWORKS INC COM 315616102 0 0 SH   SOLE 0 0 0 0
FACEBOOK COM 30303M102 414,759 1,525,578 SH   DFND 1 0 0 1,525,578
FACEBOOK COM 30303M102 0 0 SH   DFND 0 0 0 0
FACEBOOK COM 30303M102 0 0 SH   SOLE 0 0 0 0
FARFETCH LTD COM 30744W107 141,465 2,192,230 SH   DFND 1 0 0 2,192,230
FIDELITY NAT INF COM 31620M106 211,270 1,514,154 SH   DFND 1 0 0 1,514,154
FIRST REPUBLIC COM 33616C100 99,778 689,028 SH   DFND 1 0 0 689,028
GILEAD SCIENCES COM 375558103 149,722 2,642,929 SH   DFND 1 0 0 2,642,929
GILEAD SCIENCES COM 375558103 0 0 SH   DFND 0 0 0 0
GILEAD SCIENCES COM 375558103 0 0 SH   SOLE 0 0 0 0
GLOBAL PAYMENTS COM 37940X102 483,952 2,303,000 SH   DFND 1 0 0 2,303,000
GLOBAL PAYMENTS COM 37940X102 0 0 SH   SOLE 0 0 0 0
GOLDMAN SACHS GR COM 38141G104 183,175 706,012 SH   DFND 1 0 0 706,012
GOLDMAN SACHS GR COM 38141G104 0 0 SH   DFND 0 0 0 0
GOLDMAN SACHS GR COM 38141G104 0 0 SH   SOLE 0 0 0 0
GOOGLE INC COM 02079K305 830,452 478,302 SH   DFND 1 0 0 478,302
GOOGLE INC COM 02079K305 0 0 SH   SOLE 0 0 0 0
GRUBHUB INC COM 400110102 0 0 SH   DFND 1 0 0 0
H&R BLOCK INC COM 093671105 36,019 2,322,335 SH   DFND 1 0 0 2,322,335
HENRY SCHEIN INC COM 806407102 104,373 1,585,257 SH   DFND 1 0 0 1,585,257
HOME DEPOT INC COM 437076102 208,195 784,872 SH   DFND 1 0 0 784,872
HOME DEPOT INC COM 437076102 0 0 SH   SOLE 0 0 0 0
IBM COM 459200101 185,054 1,488,290 SH   DFND 1 0 0 1,488,290
IBM COM 459200101 0 0 SH   SOLE 0 0 0 0
ILLUMINA INC COM 452327109 79,168 217,441 SH   DFND 1 0 0 217,441
ILLUMINA INC COM 452327109 0 0 SH   SOLE 0 0 0 0
INGERSOLL-RAND P COM 00B633030 0 0 SH   DFND 1 0 0 0
INTEL CORP COM 458140100 186,771 3,831,195 SH   DFND 1 0 0 3,831,195
INTEL CORP COM 458140100 0 0 SH   SOLE 0 0 0 0
INTERCONT EXCHAN COM 45866F104 15,518 137,145 SH   DFND 1 0 0 137,145
INTERNATIONAL FL COM 459506101 88,784 797,991 SH   DFND 1 0 0 797,991
INTUIT INC COM 461202103 48,554 129,287 SH   DFND 1 0 0 129,287
INVITATION HOMES COM 46187W107 95,551 3,235,712 SH   DFND 1 0 0 3,235,712
JOHNSON & JOHNSO COM 478160104 113,033 724,340 SH   DFND 1 0 0 724,340
JOHNSON & JOHNSO COM 478160104 0 0 SH   DFND 0 0 0 0
JOHNSON & JOHNSO COM 478160104 0 0 SH   SOLE 0 0 0 0
JONES LANG LASA COM 48020Q107 103,780 695,438 SH   DFND 1 0 0 695,438
JPMORGAN CHASE & COM 46625H100 528,786 4,218,142 SH   DFND 1 0 0 4,218,142
JPMORGAN CHASE & COM 46625H100 0 0 SH   DFND 0 0 0 0
JPMORGAN CHASE & COM 46625H100 0 0 SH   SOLE 0 0 0 0
KEYSIGHT TECHN COM 49338L103 476,848 3,633,406 SH   DFND 1 0 0 3,633,406
KLA-TENCOR CORP COM 482480100 107,833 414,502 SH   DFND 1 0 0 414,502
MARVELL TECHNOLO COM G5876H105 177,686 3,740,748 SH   DFND 1 0 0 3,740,748
MARVELL TECHNOLO COM G5876H105 0 0 SH   SOLE 0 0 0 0
MASTERCARD INC COM 57636Q104 411,365 1,156,983 SH   DFND 1 0 0 1,156,983
MASTERCARD INC COM 57636Q104 0 0 SH   DFND 0 0 0 0
MASTERCARD INC COM 57636Q104 0 0 SH   SOLE 0 0 0 0
MCKESSON CORP COM 58155Q103 104,062 600,059 SH   DFND 1 0 0 600,059
MERCK & CO INC/N COM 58933Y105 353,675 4,388,574 SH   DFND 1 0 0 4,388,574
MERCK & CO INC/N COM 58933Y105 0 0 SH   SOLE 0 0 0 0
MICROSOFT CORP COM 594918104 2,459,421 11,094,464 SH   DFND 1 0 0 11,094,464
MICROSOFT CORP COM 594918104 0 0 SH   DFND 0 0 0 0
MICROSOFT CORP COM 594918104 0 0 SH   SOLE 0 0 0 0
MSCI INC COM 55354G100 133,167 304,736 SH   DFND 1 0 0 304,736
NETFLIX INC COM 64110L106 201,662 384,418 SH   DFND 1 0 0 384,418
NETFLIX INC COM 64110L106 0 0 SH   SOLE 0 0 0 0
NORFOLK SOUTHERN COM 655844108 156,366 662,623 SH   DFND 1 0 0 662,623
NVIDIA CORP COM 67066G104 882,590 1,678,471 SH   DFND 1 0 0 1,678,471
NVIDIA CORP COM 67066G104 0 0 SH   SOLE 0 0 0 0
NXP SEMICONDUCTO COM N97284108 153,765 964,707 SH   DFND 1 0 0 964,707
OLD DOMINION FRE COM 679580100 87,374 451,265 SH   DFND 1 0 0 451,265
ON SEMICONDUCTOR COM 682189105 141,360 4,352,202 SH   DFND 1 0 0 4,352,202
ORACLE CORP COM 68389X105 108,960 1,691,924 SH   DFND 1 0 0 1,691,924
PAYPAL HOLDINGS COM 70450Y103 1,097,733 4,741,624 SH   DFND 1 0 0 4,741,624
PAYPAL HOLDINGS COM 70450Y103 0 0 SH   SOLE 0 0 0 0
PEPSICO INC/NC COM 713448108 151,245 1,026,712 SH   DFND 1 0 0 1,026,712
PEPSICO INC/NC COM 713448108 0 0 SH   SOLE 0 0 0 0
PFIZER INC COM 717081103 158,934 4,325,914 SH   DFND 1 0 0 4,325,914
PFIZER INC COM 717081103 0 0 SH   DFND 0 0 0 0
PFIZER INC COM 717081103 0 0 SH   SOLE 0 0 0 0
PINTEREST INC COM 72352L106 416,488 6,203,271 SH   DFND 1 0 0 6,203,271
PINTEREST INC COM 72352L106 0 0 SH   SOLE 0 0 0 0
POOL CORP COM 73278L105 155,983 424,697 SH   DFND 1 0 0 424,697
POOL CORP COM 73278L105 0 0 SH   SOLE 0 0 0 0
PROCTER & GAMBLE COM 742718109 198,765 1,442,734 SH   DFND 1 0 0 1,442,734
PROCTER & GAMBLE COM 742718109 0 0 SH   SOLE 0 0 0 0
PROLOGIS COM 74340W103 501,424 5,074,117 SH   DFND 1 0 0 5,074,117
PROLOGIS COM 74340W103 0 0 SH   SOLE 0 0 0 0
PTC INC COM 69370C100 1,143 9,568 SH   DFND 1 0 0 9,568
REALPAGE INC COM 75606N109 33,298 382,300 SH   DFND 1 0 0 382,300
ROBERT HALF INTE COM 770323103 149,004 2,399,419 SH   DFND 1 0 0 2,399,419
ROCKWELL AUTOMAT COM 773903109 135,212 542,801 SH   DFND 1 0 0 542,801
S&P GLOBAL INC COM 78409V104 397,403 1,227,954 SH   DFND 1 0 0 1,227,954
SALESFORCE.COM I COM 79466L302 329,690 1,482,417 SH   DFND 1 0 0 1,482,417
SALESFORCE.COM I COM 79466L302 0 0 SH   SOLE 0 0 0 0
SEAGATE TECHNOLO COM 00B58JVZ5 127,165 2,098,440 SH   DFND 1 0 0 2,098,440
SERVICENOW COM 81762P102 703,509 1,285,229 SH   DFND 1 0 0 1,285,229
SERVICENOW COM 81762P102 0 0 SH   SOLE 0 0 0 0
SNAP INC COM 83304A106 115,673 2,343,937 SH   DFND 1 0 0 2,343,937
SNAP INC COM 83304A106 0 0 SH   SOLE 0 0 0 0
SOLAREDGE TECHNO COM 83417M104 874,525 2,740,597 SH   DFND 1 0 0 2,740,597
SOLAREDGE TECHNO COM 83417M104 0 0 SH   SOLE 0 0 0 0
SPOTIFY TECHNOLO COM L8681T102 41,516 130,000 SH   DFND 1 0 0 130,000
SPOTIFY TECHNOLO COM L8681T102 0 0 SH   SOLE 0 0 0 0
SS&C TECHNOLOGIE COM 78467J100 80,874 1,114,587 SH   DFND 1 0 0 1,114,587
STARBUCKS CORP COM 855244109 165,148 1,558,438 SH   DFND 1 0 0 1,558,438
STARBUCKS CORP COM 855244109 0 0 SH   SOLE 0 0 0 0
SVB FINANCIAL GR COM 78486Q101 276,652 721,292 SH   DFND 1 0 0 721,292
SYNOPSYS INC COM 871607107 504,756 1,964,721 SH   DFND 1 0 0 1,964,721
SYNOPSYS INC COM 871607107 0 0 SH   SOLE 0 0 0 0
SYSCO CORP COM 871829107 118,840 1,621,498 SH   DFND 1 0 0 1,621,498
TAKE-TWO COM 874054109 196,475 952,143 SH   DFND 1 0 0 952,143
TAKE-TWO COM 874054109 0 0 SH   SOLE 0 0 0 0
TARGET CORP COM 87612E106 217,093 1,248,524 SH   DFND 1 0 0 1,248,524
TESLA MOTORS COM 88160R101 133,606 192,300 SH   DFND 1 0 0 192,300
TESLA MOTORS COM 88160R101 0 0 SH   SOLE 0 0 0 0
THERMO FISHER SC COM 883556102 457,704 991,280 SH   DFND 1 0 0 991,280
THERMO FISHER SC COM 883556102 0 0 SH   SOLE 0 0 0 0
THOR INDUSTRIES COM 885160101 96,920 1,000,000 SH   DFND 1 0 0 1,000,000
THOR INDUSTRIES COM 885160101 0 0 SH   SOLE 0 0 0 0
TRADE DESK INC/T COM 88339J105 1,035 1,265 SH   DFND 1 0 0 1,265
TRANE TECHNOLOGI COM G8994E103 151,269 1,044,458 SH   DFND 1 0 0 1,044,458
UBER TECHNOLOGIE COM 90353T100 30,336 570,766 SH   DFND 1 0 0 570,766
ULTRA CLEAN HOLD COM 90385V107 103,983 3,300,000 SH   DFND 1 0 0 3,300,000
UNION PACIFIC CO COM 907818108 39,023 189,451 SH   DFND 1 0 0 189,451
UNITEDHEALTH GRO COM 91324P102 517,967 1,501,396 SH   DFND 1 0 0 1,501,396
UNITEDHEALTH GRO COM 91324P102 0 0 SH   DFND 0 0 0 0
UNITEDHEALTH GRO COM 91324P102 0 0 SH   SOLE 0 0 0 0
WALT DISNEY CO/T COM 254687106 295,088 1,628,790 SH   DFND 1 0 0 1,628,790
WALT DISNEY CO/T COM 254687106 0 0 SH   DFND 0 0 0 0
WALT DISNEY CO/T COM 254687106 0 0 SH   SOLE 0 0 0 0
VEEVA SYSTEMS IN COM 922475108 145,076 525,522 SH   DFND 1 0 0 525,522
VEEVA SYSTEMS IN COM 922475108 0 0 SH   SOLE 0 0 0 0
VERIZON COMMUNIC COM 92343V104 187,191 3,219,663 SH   DFND 1 0 0 3,219,663
VERIZON COMMUNIC COM 92343V104 0 0 SH   DFND 0 0 0 0
VERIZON COMMUNIC COM 92343V104 0 0 SH   SOLE 0 0 0 0
VERTEX PHARMACEU COM 92532F100 101,666 436,936 SH   DFND 1 0 0 436,936
VF CORP COM 918204108 105,265 1,221,885 SH   DFND 1 0 0 1,221,885
VISA INC COM 92826C839 438,290 2,007,192 SH   DFND 1 0 0 2,007,192
VISA INC COM 92826C839 0 0 SH   DFND 0 0 0 0
VISA INC COM 92826C839 0 0 SH   SOLE 0 0 0 0
WIX.COM LTD COM M98068105 15,327 59,666 SH   DFND 1 0 0 59,666
VMWARE INC COM 928563402 704,721 5,104,826 SH   DFND 1 0 0 5,104,826
YANDEX NV COM 000980552 100,897 1,451,753 SH   DFND 1 0 0 1,451,753