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
3M CO COM 88579Y101 367 1,848 SH   DFND   1,848 0 0
ABBOTT LABS COM 002824100 896 7,726 SH   DFND   7,726 0 0
ABBVIE INC COM 00287Y109 1,118 9,929 SH   DFND   9,929 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 384 1,302 SH   DFND   1,302 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 522 891 SH   DFND   891 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,221 13,003 SH   DFND   13,003 0 0
ALASKA AIR GROUP INC COM 011659109 2,035 33,748 SH   DFND   33,748 0 0
ALLSTATE CORP COM 020002101 260 1,992 SH   DFND   1,992 0 0
ALPHABET INC CAP STK CL A 02079K305 1,810 732 SH   DFND   732 0 0
AMAZON COM INC COM 023135106 1,854 539 SH   DFND   539 0 0
AMER STATES WTR CO COM 029899101 235 2,951 SH   DFND   2,951 0 0
AMEREN CORP COM 023608102 705 8,812 SH   DFND   8,812 0 0
AMERICAN EXPRESS CO COM 025816109 378 2,286 SH   DFND   2,286 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 227 1,472 SH   DFND   1,472 0 0
AMERIPRISE FINL INC COM 03076C106 394 1,584 SH   DFND   1,584 0 0
AMGEN INC COM 031162100 418 1,715 SH   DFND   1,715 0 0
ANTHEM INC COM 036752103 213 558 SH   DFND   558 0 0
APPLE INC COM 037833100 2,928 21,380 SH   DFND   21,380 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 677 11,171 SH   DFND   11,171 0 0
AT&T INC COM 00206R102 507 17,616 SH   DFND   17,616 0 0
BALL CORP COM 058498106 3,491 43,091 SH   DFND   43,091 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 616 2,218 SH   DFND   2,218 0 0
BK OF AMERICA CORP COM 060505104 449 10,900 SH   DFND   10,900 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 417 6,234 SH   DFND   6,234 0 0
BROADCOM INC COM 11135F101 7,497 15,722 SH   DFND   15,722 0 0
BROWN FORMAN CORP CL B 115637209 642 8,568 SH   DFND   8,568 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 227 4,094 SH   DFND   4,094 0 0
CELANESE CORP DEL COM 150870103 299 1,975 SH   DFND   1,975 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,628 10,573 SH   DFND   10,573 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 553 357 SH   DFND   357 0 0
CHURCH & DWIGHT INC COM 171340102 676 7,935 SH   DFND   7,935 0 0
CISCO SYS INC COM 17275R102 318 6,000 SH   DFND   6,000 0 0
CITIGROUP INC COM NEW 172967424 208 2,946 SH   DFND   2,946 0 0
COMCAST CORP NEW CL A 20030N101 336 5,900 SH   DFND   5,900 0 0
CONSTELLATION BRANDS INC CL A 21036P108 611 2,612 SH   DFND   2,612 0 0
COPART INC COM 217204106 346 2,624 SH   DFND   2,624 0 0
COSTCO WHSL CORP NEW COM 22160K105 241 609 SH   DFND   609 0 0
CVS HEALTH CORP COM 126650100 249 2,987 SH   DFND   2,987 0 0
DANAHER CORPORATION COM 235851102 262 976 SH   DFND   976 0 0
DARDEN RESTAURANTS INC COM 237194105 4,151 28,436 SH   DFND   28,436 0 0
DEERE & CO COM 244199105 2,625 7,441 SH   DFND   7,441 0 0
DISCOVER FINL SVCS COM 254709108 332 2,804 SH   DFND   2,804 0 0
DISNEY WALT CO COM 254687106 417 2,374 SH   DFND   2,374 0 0
ECOLAB INC COM 278865100 217 1,053 SH   DFND   1,053 0 0
ENERSYS COM 29275Y102 288 2,952 SH   DFND   2,952 0 0
EVERSOURCE ENERGY COM 30040W108 905 11,283 SH   DFND   11,283 0 0
FACEBOOK INC CL A 30303M102 991 2,850 SH   DFND   2,850 0 0
FMC CORP COM NEW 302491303 205 1,895 SH   DFND   1,895 0 0
GENERAL ELECTRIC CO COM 369604103 191 14,200 SH   DFND   14,200 0 0
GILEAD SCIENCES INC COM 375558103 306 4,450 SH   DFND   4,450 0 0
HOME DEPOT INC COM 437076102 673 2,111 SH   DFND   2,111 0 0
HONEYWELL INTL INC COM 438516106 230 1,048 SH   DFND   1,048 0 0
HUMANA INC COM 444859102 7,935 17,924 SH   DFND   17,924 0 0
ILLINOIS TOOL WKS INC COM 452308109 325 1,452 SH   DFND   1,452 0 0
INTEL CORP COM 458140100 281 5,000 SH   DFND   5,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 631 5,314 SH   DFND   5,314 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 222 1,514 SH   DFND   1,514 0 0
INTUIT COM 461202103 285 581 SH   DFND   581 0 0
JOHNSON & JOHNSON COM 478160104 804 4,879 SH   DFND   4,879 0 0
JOHNSON CTLS INTL PLC SHS G51502105 2,259 32,914 SH   DFND   32,914 0 0
JPMORGAN CHASE & CO COM 46625H100 608 3,909 SH   DFND   3,909 0 0
KROGER CO COM 501044101 283 7,380 SH   DFND   7,380 0 0
LAM RESEARCH CORP COM 512807108 7,406 11,381 SH   DFND   11,381 0 0
LAMB WESTON HLDGS INC COM 513272104 605 7,500 SH   DFND   7,500 0 0
LAUDER ESTEE COS INC CL A 518439104 1,225 3,852 SH   DFND   3,852 0 0
LILLY ELI & CO COM 532457108 8,045 35,053 SH   DFND   35,053 0 0
LOCKHEED MARTIN CORP COM 539830109 258 681 SH   DFND   681 0 0
LOWES COS INC COM 548661107 425 2,192 SH   DFND   2,192 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 230 2,231 SH   DFND   2,231 0 0
MARKETAXESS HLDGS INC COM 57060D108 4,787 10,327 SH   DFND   10,327 0 0
MASTERCARD INCORPORATED CL A 57636Q104 795 2,178 SH   DFND   2,178 0 0
MEDTRONIC PLC SHS G5960L103 376 3,032 SH   DFND   3,032 0 0
MERCK & CO INC COM 58933Y105 404 5,198 SH   DFND   5,198 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 7,146 47,725 SH   DFND   47,725 0 0
MICROSOFT CORP COM 594918104 2,936 10,837 SH   DFND   10,837 0 0
MOHAWK INDS INC COM 608190104 4,075 21,201 SH   DFND   21,201 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 591 11,000 SH   DFND   11,000 0 0
MONDELEZ INTL INC CL A 609207105 628 10,050 SH   DFND   10,050 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 657 7,187 SH   DFND   7,187 0 0
MOODYS CORP COM 615369105 414 1,143 SH   DFND   1,143 0 0
MSCI INC COM 55354G100 627 1,177 SH   DFND   1,177 0 0
NETAPP INC COM 64110D104 7,212 88,149 SH   DFND   88,149 0 0
NETFLIX INC COM 64110L106 291 550 SH   DFND   550 0 0
NEXTERA ENERGY INC COM 65339F101 835 11,400 SH   DFND   11,400 0 0
NIKE INC CL B 654106103 261 1,689 SH   DFND   1,689 0 0
NVIDIA CORPORATION COM 67066G104 623 779 SH   DFND   779 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,300 30,626 SH   DFND   30,626 0 0
OMNICOM GROUP INC COM 681919106 254 3,173 SH   DFND   3,173 0 0
ORACLE CORP COM 68389X105 509 6,542 SH   DFND   6,542 0 0
PARKER-HANNIFIN CORP COM 701094104 2,353 7,662 SH   DFND   7,662 0 0
PEPSICO INC COM 713448108 761 5,133 SH   DFND   5,133 0 0
PFIZER INC COM 717081103 421 10,756 SH   DFND   10,756 0 0
PPL CORP COM 69351T106 730 26,100 SH   DFND   26,100 0 0
PRICE T ROWE GROUP INC COM 74144T108 340 1,719 SH   DFND   1,719 0 0
PROCTER AND GAMBLE CO COM 742718109 1,113 8,250 SH   DFND   8,250 0 0
PROLOGIS INC. COM 74340W103 1,299 10,865 SH   DFND   10,865 0 0
PRUDENTIAL FINL INC COM 744320102 210 2,045 SH   DFND   2,045 0 0
ROSS STORES INC COM 778296103 350 2,820 SH   DFND   2,820 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 3,604 42,261 SH   DFND   42,261 0 0
S&P GLOBAL INC COM 78409V104 5,239 12,764 SH   DFND   12,764 0 0
SALESFORCE COM INC COM 79466L302 437 1,789 SH   DFND   1,789 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,204 3,779 SH   DFND   3,779 0 0
SCHWAB CHARLES CORP COM 808513105 4,385 60,226 SH   DFND   60,226 0 0
SERVICENOW INC COM 81762P102 248 451 SH   DFND   451 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,068 8,185 SH   DFND   8,185 0 0
SUNRUN INC COM 86771W105 224 4,020 SH   DFND   4,020 0 0
TESLA INC COM 88160R101 4,442 6,535 SH   DFND   6,535 0 0
TEXAS INSTRS INC COM 882508104 282 1,466 SH   DFND   1,466 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 240 475 SH   DFND   475 0 0
TJX COS INC NEW COM 872540109 299 4,429 SH   DFND   4,429 0 0
T-MOBILE US INC COM 872590104 7,514 53,882 SH   DFND   53,882 0 0
TRANSDIGM GROUP INC COM 893641100 1,994 3,080 SH   DFND   3,080 0 0
UNION PAC CORP COM 907818108 208 944 SH   DFND   944 0 0
UNITED PARCEL SERVICE INC CL B 911312106 402 1,935 SH   DFND   1,935 0 0
UNITED RENTALS INC COM 911363109 288 902 SH   DFND   902 0 0
UNITEDHEALTH GROUP INC COM 91324P102 854 2,132 SH   DFND   2,132 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 563 10,056 SH   DFND   10,056 0 0
VIATRIS INC COM 92556V106 292 18,872 SH   DFND   18,872 0 0
VISA INC COM CL A 92826C839 832 3,558 SH   DFND   3,558 0 0
WALMART INC COM 931142103 853 6,049 SH   DFND   6,049 0 0
WELLS FARGO CO NEW COM 949746101 234 5,157 SH   DFND   5,157 0 0
YUM BRANDS INC COM 988498101 255 2,215 SH   DFND   2,215 0 0