The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ALLERGAN PLC | SHS | G0177J108 | 35,367 | 148,030 | SH | DFND | 1 | 148,030 | 0 | 0 | |
AON PLC | SHS CL A | G0408V102 | 16,617 | 140,000 | SH | DFND | 1 | 140,000 | 0 | 0 | |
ARRIS INTERNATIONAL LTD COM USD0.01 | SHS | G0551A103 | 12,617 | 477,000 | SH | DFND | 1 | 477,000 | 0 | 0 | |
COCA-COLA EUROPEAN PARTNERS | SHS | G25839104 | 10,101 | 268,000 | SH | DFND | 1 | 268,000 | 0 | 0 | |
INGERSOLL-RAND PLC COM STK | SHS | G47791101 | 23,729 | 291,800 | SH | DFND | 1 | 291,800 | 0 | 0 | |
WEATHERFORD INTERNATIONAL PLC | ORD SHS | G48833100 | 12,924 | 1,943,400 | SH | DFND | 1 | 1,943,400 | 0 | 0 | |
INVESCO LTD | SHS | G491BT108 | 11,211 | 366,000 | SH | DFND | 1 | 366,000 | 0 | 0 | |
LAZARD LTD | SHS A | G54050102 | 25,744 | 559,784 | SH | DFND | 1 | 559,784 | 0 | 0 | |
NIELSEN HOLDINGS PLC | SHS EUR | G6518L108 | 14,459 | 350,000 | SH | DFND | 1 | 350,000 | 0 | 0 | |
TE CONNECTIVITY LTD | REG SHS | H84989104 | 12,070 | 161,900 | SH | DFND | 1 | 161,900 | 0 | 0 | |
MYLAN NV | SHS EURO | N59465109 | 15,549 | 398,800 | SH | DFND | 1 | 398,800 | 0 | 0 | |
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 9,852 | 225,600 | SH | DFND | 1 | 225,600 | 0 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 18,150 | 185,000 | SH | DFND | 1 | 185,000 | 0 | 0 | |
BROADCOM LTD | SHS | Y09827109 | 15,480 | 70,700 | SH | DFND | 1 | 70,700 | 0 | 0 | |
FLEX LTD | ORD | Y2573F102 | 14,739 | 877,300 | SH | DFND | 1 | 877,300 | 0 | 0 | |
ABBOTT LAB | COM | 002824100 | 35,591 | 801,426 | SH | DFND | 1 | 801,426 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 14,016 | 281,100 | SH | DFND | 1 | 281,100 | 0 | 0 | |
AECOM | COM | 00766T100 | 25,653 | 720,800 | SH | DFND | 1 | 720,800 | 0 | 0 | |
AETNA INC | COM | 00817Y108 | 22,004 | 172,512 | SH | DFND | 1 | 172,512 | 0 | 0 | |
AFFILIATED MANAGERS GROUP INC | COM | 008252108 | 23,861 | 145,550 | SH | DFND | 1 | 145,550 | 0 | 0 | |
AGRIUM INC | COM | 008916108 | 12,250 | 128,200 | SH | DFND | 1 | 128,200 | 0 | 0 | |
ALEXANDRIA REAL ESTATE EQUITIES INC | COM | 015271109 | 2,372 | 21,465 | SH | DFND | 1 | 21,465 | 0 | 0 | |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 22,951 | 189,300 | SH | DFND | 1 | 189,300 | 0 | 0 | |
ALLIANCE DATA SYS CORP | COM | 018581108 | 12,350 | 49,600 | SH | DFND | 1 | 49,600 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 85,980 | 101,415 | SH | DFND | 1 | 101,415 | 0 | 0 | |
AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 2,715 | 57,045 | SH | DFND | 1 | 57,045 | 0 | 0 | |
AMERICAN HOMES 4 RENT | COM | 02665T306 | 2,008 | 87,450 | SH | DFND | 1 | 87,450 | 0 | 0 | |
AMERIPRISE FINL INC | COM | 03076C106 | 24,976 | 192,600 | SH | DFND | 1 | 192,600 | 0 | 0 | |
AMETEK INC NEW | COM | 031100100 | 23,550 | 435,458 | SH | DFND | 1 | 435,458 | 0 | 0 | |
ANADARKO PETRO CORP | COM | 032511107 | 19,474 | 314,100 | SH | DFND | 1 | 314,100 | 0 | 0 | |
APARTMENT INVT & MGMT CO | CL A | 03748R101 | 2,629 | 59,280 | SH | DFND | 1 | 59,280 | 0 | 0 | |
APOLLO GLOBAL MGMT LLC | CL A SHS | 037612306 | 10,870 | 446,955 | SH | DFND | 1 | 446,955 | 0 | 0 | |
APPLE INC | COM | 037833100 | 93,609 | 651,600 | SH | DFND | 1 | 651,600 | 0 | 0 | |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 14,480 | 465,000 | SH | DFND | 1 | 465,000 | 0 | 0 | |
AUTOZONE INC | COM | 053332102 | 28,705 | 39,700 | SH | DFND | 1 | 39,700 | 0 | 0 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 6,192 | 33,725 | SH | DFND | 1 | 33,725 | 0 | 0 | |
BANK OF AMERICA CORP | COM | 060505104 | 47,263 | 2,003,500 | SH | DFND | 1 | 2,003,500 | 0 | 0 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 13,451 | 80,700 | SH | DFND | 1 | 80,700 | 0 | 0 | |
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 36,650 | 1,234,000 | SH | DFND | 1 | 1,234,000 | 0 | 0 | |
BOSTON PROPERTIES INC | COM | 101121101 | 5,333 | 40,275 | SH | DFND | 1 | 40,275 | 0 | 0 | |
BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 1,835 | 113,060 | SH | DFND | 1 | 113,060 | 0 | 0 | |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 35,733 | 657,100 | SH | DFND | 1 | 657,100 | 0 | 0 | |
BRIXMOR PPTY GROUP INC | COM | 11120U105 | 2,667 | 124,300 | SH | DFND | 1 | 124,300 | 0 | 0 | |
CF INDS HLDGS INC | COM | 125269100 | 7,035 | 239,700 | SH | DFND | 1 | 239,700 | 0 | 0 | |
CMS ENERGY CORP | COM | 125896100 | 5,593 | 125,000 | SH | DFND | 1 | 125,000 | 0 | 0 | |
CVS HEALTH CORP | COM | 126650100 | 64,943 | 827,300 | SH | DFND | 1 | 827,300 | 0 | 0 | |
CANADIAN PAC RY LTD | COM | 13645T100 | 19,100 | 130,000 | SH | DFND | 1 | 130,000 | 0 | 0 | |
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 6,874 | 430,965 | SH | DFND | 1 | 430,965 | 0 | 0 | |
CELGENE CORP | COM | 151020104 | 31,468 | 252,900 | SH | DFND | 1 | 252,900 | 0 | 0 | |
CENTENE CORP DEL | COM | 15135B101 | 15,157 | 212,700 | SH | DFND | 1 | 212,700 | 0 | 0 | |
CHEVRON CORP | COM | 166764100 | 58,076 | 540,900 | SH | DFND | 1 | 540,900 | 0 | 0 | |
CIMAREX ENERGY CO | COM | 171798101 | 19,047 | 159,400 | SH | DFND | 1 | 159,400 | 0 | 0 | |
CISCO SYSTEMS INC | COM | 17275R102 | 10,140 | 300,000 | SH | DFND | 1 | 300,000 | 0 | 0 | |
CITIGROUP INC | COM NEW | 172967424 | 49,453 | 826,700 | SH | DFND | 1 | 826,700 | 0 | 0 | |
COCA COLA CO | COM | 191216100 | 12,944 | 305,000 | SH | DFND | 1 | 305,000 | 0 | 0 | |
CONOCOPHILLIPS | COM | 20825C104 | 27,279 | 547,000 | SH | DFND | 1 | 547,000 | 0 | 0 | |
CORECIVIC INC | COM | 21871N101 | 1,546 | 49,210 | SH | DFND | 1 | 49,210 | 0 | 0 | |
COSTCO WHOLESALE CORP NEW | COM | 22160K105 | 42,526 | 253,600 | SH | DFND | 1 | 253,600 | 0 | 0 | |
CUBESMART | COM | 229663109 | 9,192 | 354,070 | SH | DFND | 1 | 354,070 | 0 | 0 | |
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 11,008 | 800,000 | SH | DFND | 1 | 800,000 | 0 | 0 | |
CYRUSONE INC | COM | 23283R100 | 2,294 | 44,575 | SH | DFND | 1 | 44,575 | 0 | 0 | |
DCT INDL TR INC | COM | 233153204 | 2,439 | 50,685 | SH | DFND | 1 | 50,685 | 0 | 0 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 21,872 | 475,900 | SH | DFND | 1 | 475,900 | 0 | 0 | |
DIGITAL RLTY TR INC | COM | 253868103 | 4,891 | 45,976 | SH | DFND | 1 | 45,976 | 0 | 0 | |
DISCOVER FINL SVCS | COM | 254709108 | 18,178 | 265,800 | SH | DFND | 1 | 265,800 | 0 | 0 | |
DOW CHEMICAL CO | COM | 260543103 | 9,531 | 150,000 | SH | DFND | 1 | 150,000 | 0 | 0 | |
DUKE RLTY CORP | COM NEW | 264411505 | 3,168 | 120,585 | SH | DFND | 1 | 120,585 | 0 | 0 | |
DUKE ENERGY CORP NEW COM NEW COM NEW | COM | 26441C204 | 10,661 | 130,000 | SH | DFND | 1 | 130,000 | 0 | 0 | |
DUPONT FABROS TECHNOLOGY INC | COM | 26613Q106 | 1,954 | 39,400 | SH | DFND | 1 | 39,400 | 0 | 0 | |
EOG RESOURCES INC | COM | 26875P101 | 18,798 | 192,700 | SH | DFND | 1 | 192,700 | 0 | 0 | |
EPR PPTYS | COM SH BEN INT | 26884U109 | 2,243 | 30,460 | SH | DFND | 1 | 30,460 | 0 | 0 | |
EASTMAN KODAK CO | *W EXP 09/03/201 | 277461133 | 0 | 13 | SH | DFND | 1 | 13 | 0 | 0 | |
EASTMAN KODAK CO | *W EXP 09/03/201 | 277461141 | 0 | 13 | SH | DFND | 1 | 13 | 0 | 0 | |
ELECTR ARTS COM | COM | 285512109 | 13,876 | 155,000 | SH | DFND | 1 | 155,000 | 0 | 0 | |
ENVISION HEALTHCARE CORP | COM | 29414D100 | 23,418 | 381,900 | SH | DFND | 1 | 381,900 | 0 | 0 | |
EQUINIX INC | COM PAR $0.001 | 29444U700 | 7,292 | 18,214 | SH | DFND | 1 | 18,214 | 0 | 0 | |
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 2,410 | 31,270 | SH | DFND | 1 | 31,270 | 0 | 0 | |
EQTY RESDNTL EFF 5/15/02 | COM | 29476L107 | 14,947 | 240,226 | SH | DFND | 1 | 240,226 | 0 | 0 | |
ESSEX PPTY TR | COM | 297178105 | 3,931 | 16,980 | SH | DFND | 1 | 16,980 | 0 | 0 | |
EVERSOURCE ENERGY | COM | 30040W108 | 11,815 | 201,000 | SH | DFND | 1 | 201,000 | 0 | 0 | |
EXELON CORP | COM | 30161N101 | 12,550 | 348,800 | SH | DFND | 1 | 348,800 | 0 | 0 | |
EXTRA SPACE STORAGE INC | COM | 30225T102 | 2,253 | 30,280 | SH | DFND | 1 | 30,280 | 0 | 0 | |
EXXON MOBIL CORP | COM | 30231G102 | 19,658 | 239,700 | SH | DFND | 1 | 239,700 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 41,592 | 292,800 | SH | DFND | 1 | 292,800 | 0 | 0 | |
FEDERAL REALTY INVT TR | SH BEN INT NEW | 313747206 | 2,476 | 18,550 | SH | DFND | 1 | 18,550 | 0 | 0 | |
FIDELITY NATL INFORMATION SVCS INC | COM | 31620M106 | 12,612 | 158,400 | SH | DFND | 1 | 158,400 | 0 | 0 | |
FIREEYE INC | COM | 31816Q101 | 9,599 | 761,200 | SH | DFND | 1 | 761,200 | 0 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 18,050 | 119,200 | SH | DFND | 1 | 119,200 | 0 | 0 | |
GGP INC | COM | 36174X101 | 3,763 | 162,350 | SH | DFND | 1 | 162,350 | 0 | 0 | |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 2,867 | 85,775 | SH | DFND | 1 | 85,775 | 0 | 0 | |
GENERAL DYNAMICS CORP | COM | 369550108 | 23,063 | 123,200 | SH | DFND | 1 | 123,200 | 0 | 0 | |
GENERAL ELECTRIC CO | COM | 369604103 | 14,948 | 501,600 | SH | DFND | 1 | 501,600 | 0 | 0 | |
GENERAL MILLS INC | COM | 370334104 | 26,082 | 442,000 | SH | DFND | 1 | 442,000 | 0 | 0 | |
GLOBAL PMTS INC | COM | 37940X102 | 16,943 | 210,000 | SH | DFND | 1 | 210,000 | 0 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 28,141 | 122,500 | SH | DFND | 1 | 122,500 | 0 | 0 | |
HCP INC | COM | 40414L109 | 4,239 | 135,506 | SH | DFND | 1 | 135,506 | 0 | 0 | |
HD SUPPLY HLDGS INC | COM | 40416M105 | 20,826 | 506,400 | SH | DFND | 1 | 506,400 | 0 | 0 | |
HP INC | COM | 40434L105 | 10,728 | 600,000 | SH | DFND | 1 | 600,000 | 0 | 0 | |
HEALTHCARE RLTY TR | COM | 421946104 | 2,401 | 73,868 | SH | DFND | 1 | 73,868 | 0 | 0 | |
HELMERICH & PAYNE INC | COM | 423452101 | 15,644 | 235,000 | SH | DFND | 1 | 235,000 | 0 | 0 | |
HEMISPHERE MEDIA GROUP INC | CL A | 42365Q103 | 10,938 | 930,913 | SH | DFND | 1 | 930,913 | 0 | 0 | |
HIGHWOODS PPTYS INC | COM | 431284108 | 2,336 | 47,550 | SH | DFND | 1 | 47,550 | 0 | 0 | |
HOME DEPOT INC | COM | 437076102 | 37,256 | 253,736 | SH | DFND | 1 | 253,736 | 0 | 0 | |
HOST HOTELS & RESORTS INC | COM | 44107P104 | 3,498 | 187,450 | SH | DFND | 1 | 187,450 | 0 | 0 | |
HUDSON PACIFIC PROPERTIES INC | COM | 444097109 | 2,295 | 66,240 | SH | DFND | 1 | 66,240 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 7,214 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
INTERCONTINENTAL EXCHANGE INC | COM | 45866F104 | 29,893 | 499,300 | SH | DFND | 1 | 499,300 | 0 | 0 | |
INTL PAPER CO | COM | 460146103 | 25,009 | 492,500 | SH | DFND | 1 | 492,500 | 0 | 0 | |
INTUIT | COM | 461202103 | 16,401 | 141,400 | SH | DFND | 1 | 141,400 | 0 | 0 | |
IRON MTN INC NEW | COM | 46284V101 | 3,021 | 84,700 | SH | DFND | 1 | 84,700 | 0 | 0 | |
KKR & CO L P DEL | COM UNITS | 48248M102 | 13,053 | 716,000 | SH | DFND | 1 | 716,000 | 0 | 0 | |
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 17,907 | 208,800 | SH | DFND | 1 | 208,800 | 0 | 0 | |
KELLOGG CO | COM | 487836108 | 7,261 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
KILROY RLTY CORP | COM | 49427F108 | 2,781 | 38,580 | SH | DFND | 1 | 38,580 | 0 | 0 | |
KIMCO RLTY CORP | COM | 49446R109 | 2,811 | 127,240 | SH | DFND | 1 | 127,240 | 0 | 0 | |
KIRBY CORP | COM | 497266106 | 11,253 | 159,500 | SH | DFND | 1 | 159,500 | 0 | 0 | |
KROGER CO | COM | 501044101 | 21,377 | 724,900 | SH | DFND | 1 | 724,900 | 0 | 0 | |
L BRANDS INC | COM | 501797104 | 31,180 | 662,001 | SH | DFND | 1 | 662,001 | 0 | 0 | |
LKQ CORP | COM | 501889208 | 13,060 | 446,200 | SH | DFND | 1 | 446,200 | 0 | 0 | |
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 1,718 | 22,985 | SH | DFND | 1 | 22,985 | 0 | 0 | |
LAS VEGAS SANDS CORP | COM | 517834107 | 22,828 | 400,000 | SH | DFND | 1 | 400,000 | 0 | 0 | |
LASALLE HOTEL PPTYS | COM SH BEN INT | 517942108 | 1,544 | 53,335 | SH | DFND | 1 | 53,335 | 0 | 0 | |
ESTEE LAUDER COMPANIES INC | CL A | 518439104 | 19,570 | 230,800 | SH | DFND | 1 | 230,800 | 0 | 0 | |
LILLY ELI & CO | COM | 532457108 | 29,691 | 353,000 | SH | DFND | 1 | 353,000 | 0 | 0 | |
LOWES COS INC | COM | 548661107 | 52,080 | 633,500 | SH | DFND | 1 | 633,500 | 0 | 0 | |
MACERICH CO | COM | 554382101 | 903 | 14,025 | SH | DFND | 1 | 14,025 | 0 | 0 | |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 31,638 | 281,300 | SH | DFND | 1 | 281,300 | 0 | 0 | |
MERCK & CO INC | COM | 58933Y105 | 33,428 | 526,100 | SH | DFND | 1 | 526,100 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 64,437 | 978,400 | SH | DFND | 1 | 978,400 | 0 | 0 | |
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 25,498 | 345,600 | SH | DFND | 1 | 345,600 | 0 | 0 | |
MID-AMER APT CMNTYS INC | COM | 59522J103 | 3,083 | 30,300 | SH | DFND | 1 | 30,300 | 0 | 0 | |
MONDELEZ INTL INC | COM | 609207105 | 16,034 | 372,200 | SH | DFND | 1 | 372,200 | 0 | 0 | |
NATIONAL RETAIL PPTYS INC | COM | 637417106 | 2,450 | 56,160 | SH | DFND | 1 | 56,160 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 19,081 | 342,388 | SH | DFND | 1 | 342,388 | 0 | 0 | |
NOVARTIS A G | SPONSORED ADR | 66987V109 | 11,883 | 160,000 | SH | DFND | 1 | 160,000 | 0 | 0 | |
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 22,480 | 354,800 | SH | DFND | 1 | 354,800 | 0 | 0 | |
PNC FINANCIAL SERVICES GROUP | COM | 693475105 | 18,757 | 156,000 | SH | DFND | 1 | 156,000 | 0 | 0 | |
PPG IND INC | COM | 693506107 | 20,301 | 193,200 | SH | DFND | 1 | 193,200 | 0 | 0 | |
PEPSICO INC | COM | 713448108 | 23,211 | 207,500 | SH | DFND | 1 | 207,500 | 0 | 0 | |
PERKINELMER INC | COM | 714046109 | 13,191 | 227,200 | SH | DFND | 1 | 227,200 | 0 | 0 | |
PFIZER INC | COM | 717081103 | 7,697 | 225,000 | SH | DFND | 1 | 225,000 | 0 | 0 | |
PHILIP MORRIS INTL INC | COM | 718172109 | 7,790 | 69,000 | SH | DFND | 1 | 69,000 | 0 | 0 | |
PRAXAIR INC | COM | 74005P104 | 14,078 | 118,700 | SH | DFND | 1 | 118,700 | 0 | 0 | |
T ROWE PRICE GROUP INC | COM | 74144T108 | 8,382 | 123,000 | SH | DFND | 1 | 123,000 | 0 | 0 | |
PROLOGIS INC | COM | 74340W103 | 7,570 | 145,915 | SH | DFND | 1 | 145,915 | 0 | 0 | |
PUB STORAGE | COM | 74460D109 | 6,221 | 28,420 | SH | DFND | 1 | 28,420 | 0 | 0 | |
RANGE RES CORP | COM | 75281A109 | 12,696 | 436,300 | SH | DFND | 1 | 436,300 | 0 | 0 | |
REALTY INCOME CORP | COM | 756109104 | 4,492 | 75,460 | SH | DFND | 1 | 75,460 | 0 | 0 | |
REGENCY CTRS CORP | COM | 758849103 | 3,835 | 57,767 | SH | DFND | 1 | 57,767 | 0 | 0 | |
REGENERON PHARMACEUTICALS INC | COM | 75886F107 | 12,788 | 33,000 | SH | DFND | 1 | 33,000 | 0 | 0 | |
REXFORD INDL RLTY INC | COM | 76169C100 | 1,603 | 71,190 | SH | DFND | 1 | 71,190 | 0 | 0 | |
ROPER TECHNOLOGIES INC | COM | 776696106 | 29,982 | 145,200 | SH | DFND | 1 | 145,200 | 0 | 0 | |
SL GREEN RLTY CORP | COM | 78440X101 | 3,332 | 31,250 | SH | DFND | 1 | 31,250 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 19,798 | 240,000 | SH | DFND | 1 | 240,000 | 0 | 0 | |
SCHLUMBERGER LTD | COM | 806857108 | 19,431 | 248,800 | SH | DFND | 1 | 248,800 | 0 | 0 | |
SIMON PROPERTY GROUP INC | COM | 828806109 | 36,589 | 212,690 | SH | DFND | 1 | 212,690 | 0 | 0 | |
SOUTHERN CO | COM | 842587107 | 11,400 | 229,000 | SH | DFND | 1 | 229,000 | 0 | 0 | |
STANLEY BLACK & DECKER INC | COM | 854502101 | 13,287 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
STARBUCKS CORP | COM | 855244109 | 36,976 | 633,262 | SH | DFND | 1 | 633,262 | 0 | 0 | |
STERICYCLE INC | COM | 858912108 | 17,158 | 207,000 | SH | DFND | 1 | 207,000 | 0 | 0 | |
SUN COMMUNITIES INC | COM | 866674104 | 1,866 | 23,230 | SH | DFND | 1 | 23,230 | 0 | 0 | |
SUNSTONE HOTEL INVS INC NEW | COM | 867892101 | 1,651 | 107,697 | SH | DFND | 1 | 107,697 | 0 | 0 | |
TJX COS INC NEW | COM | 872540109 | 20,822 | 263,300 | SH | DFND | 1 | 263,300 | 0 | 0 | |
TARGET CORP | COM | 87612E106 | 36,707 | 665,100 | SH | DFND | 1 | 665,100 | 0 | 0 | |
THERMO FISHER CORP | COM | 883556102 | 28,385 | 184,800 | SH | DFND | 1 | 184,800 | 0 | 0 | |
TOLL BROS INC | COM | 889478103 | 13,465 | 372,900 | SH | DFND | 1 | 372,900 | 0 | 0 | |
TOTAL S A | SPONSORED ADR | 89151E109 | 10,084 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
UNDER ARMOUR INC | CL C | 904311206 | 12,490 | 682,501 | SH | DFND | 1 | 682,501 | 0 | 0 | |
UNITED PARCEL SVC INC | CL B | 911312106 | 43,199 | 402,600 | SH | DFND | 1 | 402,600 | 0 | 0 | |
UNITED STATES STL CORP NEW | COM | 912909108 | 6,762 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 35,262 | 215,000 | SH | DFND | 1 | 215,000 | 0 | 0 | |
URBAN EDGE PPTYS | COM | 91704F104 | 1,910 | 72,620 | SH | DFND | 1 | 72,620 | 0 | 0 | |
V F CORP | COM | 918204108 | 5,222 | 95,000 | SH | DFND | 1 | 95,000 | 0 | 0 | |
VENTAS INC | COM | 92276F100 | 4,531 | 69,660 | SH | DFND | 1 | 69,660 | 0 | 0 | |
VANGUARD INDEX FDS | REIT ETF | 922908553 | 42,823 | 518,500 | SH | DFND | 1 | 518,500 | 0 | 0 | |
VERIZON COMMUNICATIONS | COM | 92343V104 | 32,906 | 675,000 | SH | DFND | 1 | 675,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 33,468 | 376,600 | SH | DFND | 1 | 376,600 | 0 | 0 | |
VORNADO RLTY TR | COM | 929042109 | 4,357 | 43,440 | SH | DFND | 1 | 43,440 | 0 | 0 | |
VOYA FINL INC | COM | 929089100 | 17,105 | 450,600 | SH | DFND | 1 | 450,600 | 0 | 0 | |
WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 1,803 | 54,000 | SH | DFND | 1 | 54,000 | 0 | 0 | |
WELLS FARGO & CO NEW | COM | 949746101 | 40,565 | 728,800 | SH | DFND | 1 | 728,800 | 0 | 0 | |
WELLTOWER INC | COM | 95040Q104 | 6,344 | 89,585 | SH | DFND | 1 | 89,585 | 0 | 0 |