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
ABB LTD SPONSORED ADR 000375204 2,269 96,020 SH   DFND 1 96,020 0 0
AFLAC INC COM 001055102 42 901 SH   DFND 1 901 0 0
AES CORP COM 00130H105 9,380 670,011 SH   DFND 1 670,011 0 0
AECOM COM 00766T100 5,500 168,397 SH   DFND 1 168,397 0 0
ALBEMARLE CORP COM 012653101 106 1,060 SH   DFND 1 1,060 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 15,256 109,750 SH   DFND 1 109,750 0 0
ALPHABET INC CAP STK CL C 02079K107 25,074 21,009 SH   DFND 1 21,009 0 0
ALPHABET INC CAP STK CL A 02079K305 174 144 SH   DFND 1 144 0 0
AMAZON COM INC COM 023135106 339 169 SH   DFND 1 169 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 6,338 289,548 SH   DFND 1 289,548 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 11,802 221,680 SH   DFND 1 221,680 0 0
APACHE CORP COM 037411105 7,897 165,657 SH   DFND 1 165,657 0 0
APPLE INC COM 037833100 377 1,669 SH   DFND 1 1,669 0 0
AUTOZONE INC COM 053332102 10,283 13,257 SH   DFND 1 13,257 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 77 790 SH   DFND 1 790 0 0
BIOGEN INC COM 09062X103 3,187 9,020 SH   DFND 1 9,020 0 0
BRIGHTHOUSE FINL INC COM 10922N103 5,245 118,556 SH   DFND 1 118,556 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 4,773 76,881 SH   DFND 1 76,881 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 6,611 67,512 SH   DFND 1 67,512 0 0
CSX CORP COM 126408103 184 2,488 SH   DFND 1 2,488 0 0
CAREDX INC COM 14167L103 38 1,300 SH   DFND 1 1,300 0 0
CATERPILLAR INC DEL COM 149123101 154 1,010 SH   DFND 1 1,010 0 0
CELGENE CORP COM 151020104 7,903 88,309 SH   DFND 1 88,309 0 0
CHEMOURS CO COM 163851108 92 2,330 SH   DFND 1 2,330 0 0
CISCO SYS INC COM 17275R102 8,932 183,589 SH   DFND 1 183,589 0 0
CITIGROUP INC COM NEW 172967424 9,241 128,814 SH   DFND 1 128,814 0 0
COCA COLA CO COM 191216100 190 4,120 SH   DFND 1 4,120 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,343 126,970 SH   DFND 1 126,970 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,294 207,672 SH   DFND 1 207,672 0 0
DISNEY WALT CO COM DISNEY 254687106 149 1,274 SH   DFND 1 1,274 0 0
EXELON CORP COM 30161N101 11,005 252,055 SH   DFND 1 252,055 0 0
FASTENAL CO COM 311900104 104 1,800 SH   DFND 1 1,800 0 0
FIREEYE INC COM 31816Q101 57 3,367 SH   DFND 1 3,367 0 0
FLUOR CORP NEW COM 343412102 6,646 114,390 SH   DFND 1 114,390 0 0
GENERAL MTRS CO COM 37045V100 3,182 94,517 SH   DFND 1 94,517 0 0
GILEAD SCIENCES INC COM 375558103 72 931 SH   DFND 1 931 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 43 430 SH   DFND 1 430 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,863 131,694 SH   DFND 1 131,694 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,237 54,476 SH   DFND 1 54,476 0 0
JPMORGAN CHASE & CO COM 46625H100 52 460 SH   DFND 1 460 0 0
JOHNSON & JOHNSON COM 478160104 79 574 SH   DFND 1 574 0 0
KINDER MORGAN INC DEL COM 49456B101 12,535 706,990 SH   DFND 1 706,990 0 0
LENNOX INTL INC COM 526107107 119 543 SH   DFND 1 543 0 0
LOWES COS INC COM 548661107 7,036 61,282 SH   DFND 1 61,282 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 3,092 146,180 SH   DFND 1 146,180 0 0
MERCK & CO INC COM 58933Y105 8,400 118,410 SH   DFND 1 118,410 0 0
METLIFE INC COM 59156R108 6,903 147,755 SH   DFND 1 147,755 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 83 136 SH   DFND 1 136 0 0
MICROSOFT CORP COM 594918104 19,317 168,899 SH   DFND 1 168,899 0 0
MOLSON COORS BREWING CO CL B 60871R209 3,855 62,683 SH   DFND 1 62,683 0 0
MONDELEZ INTL INC CL A 609207105 7,500 174,581 SH   DFND 1 174,581 0 0
ORACLE CORP COM 68389X105 17,187 333,337 SH   DFND 1 333,337 0 0
OWENS CORNING NEW COM 690742101 3,457 63,700 SH   DFND 1 63,700 0 0
PNC FINL SVCS GROUP INC COM 693475105 100 734 SH   DFND 1 734 0 0
PEPSICO INC COM 713448108 78 700 SH   DFND 1 700 0 0
PIONEER NAT RES CO COM 723787107 7,928 45,512 SH   DFND 1 45,512 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 5,743 234,120 SH   DFND 1 234,120 0 0
PRAXAIR INC COM 74005P104 78 485 SH   DFND 1 485 0 0
PROCTER AND GAMBLE CO COM 742718109 66 796 SH   DFND 1 796 0 0
QUALCOMM INC COM 747525103 8,563 118,876 SH   DFND 1 118,876 0 0
REALOGY HLDGS CORP COM 75605Y106 7,402 358,627 SH   DFND 1 358,627 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 51 1,000 SH   DFND 1 1,000 0 0
ROYAL GOLD INC COM 780287108 7,093 92,044 SH   DFND 1 92,044 0 0
S&P GLOBAL INC COM 78409V104 133 680 SH   DFND 1 680 0 0
SALESFORCE COM INC COM 79466L302 134 840 SH   DFND 1 840 0 0
SCHWAB CHARLES CORP NEW COM 808513105 31 626 SH   DFND 1 626 0 0
SERVICENOW INC COM 81762P102 29 150 SH   DFND 1 150 0 0
SHOPIFY INC CL A 82509L107 65 393 SH   DFND 1 393 0 0
STARBUCKS CORP COM 855244109 97 1,714 SH   DFND 1 1,714 0 0
SUNTRUST BKS INC COM 867914103 67 1,000 SH   DFND 1 1,000 0 0
SYNCHRONY FINL COM 87165B103 10,637 342,245 SH   DFND 1 342,245 0 0
TJX COS INC NEW COM 872540109 85 763 SH   DFND 1 763 0 0
TESLA INC COM 88160R101 20 74 SH   DFND 1 74 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 72 297 SH   DFND 1 297 0 0
TRANSDIGM GROUP INC COM 893641100 6,872 18,457 SH   DFND 1 18,457 0 0
TREX CO INC COM 89531P105 147 1,914 SH   DFND 1 1,914 0 0
TWITTER INC COM 90184L102 35 1,241 SH   DFND 1 1,241 0 0
ULTA BEAUTY INC COM 90384S303 65 230 SH   DFND 1 230 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,125 63,553 SH   DFND 1 63,553 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 69 1,300 SH   DFND 1 1,300 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 81 420 SH   DFND 1 420 0 0
VIEWRAY INC COM 92672L107 17 1,800 SH   DFND 1 1,800 0 0
VISA INC COM CL A 92826C839 132 879 SH   DFND 1 879 0 0
VOYA FINL INC COM 929089100 5,483 110,384 SH   DFND 1 110,384 0 0
WELLS FARGO CO NEW COM 949746101 13,537 257,559 SH   DFND 1 257,559 0 0
WORLDPAY INC CL A 981558109 94 930 SH   DFND 1 930 0 0
ADIENT PLC ORD SHS G0084W101 3,628 92,300 SH   DFND 1 92,300 0 0
ALLERGAN PLC SHS G0177J108 17,808 93,492 SH   DFND 1 93,492 0 0
ICON PLC SHS G4705A100 97 630 SH   DFND 1 630 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,696 191,306 SH   DFND 1 191,306 0 0
MYLAN N V SHS EURO N59465109 10,873 297,064 SH   DFND 1 297,064 0 0