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
ADVANCE AUTO PARTS INC COM 00751Y106 51,309 346,076 SH   DFND   284,407 0 61,669
ALPHABET INC CLASS A COM 02079K305 67,509 79,629 SH   DFND   65,386 0 14,243
AMETEK INC COM 031100100 13,876 256,590 SH   DFND   0 0 256,590
AUTODESK INC COM 052769106 64,218 742,666 SH   DFND   604,755 0 137,911
AUTOMATIC DATA PROCESSING INC COM 053015103 10,923 106,678 SH   DFND   0 0 106,678
CDK GLOBAL INC COM 12508E101 2,312 35,558 SH   DFND   0 0 35,558
CANADIAN PAC RAILWAY COM 13645T100 33,439 227,600 SH   DFND   188,011 0 39,589
CELGENE CORPORATION COM 151020104 53,814 432,487 SH   DFND   351,518 0 80,969
DANAHER CORP COM 235851102 65,682 767,936 SH   DFND   538,448 0 229,488
DOLLAR GENERAL CORPORATION COM 256677105 48,283 692,422 SH   DFND   559,415 0 133,007
EBAY INC COM 278642103 7,521 224,035 SH   DFND   0 0 224,035
FACEBOOK INC COM 30303M102 83,721 589,374 SH   DFND   480,802 0 108,572
FORTIVE CORP COMMON SHARE COM 34959J108 3,550 58,947 SH   DFND   0 0 58,947
HOLOGIC INC COM 436440101 43,711 1,027,284 SH   DFND   837,245 0 190,039
ISHARES US PREFERRED STOCK ETF INDEX 464288687 275 7,115 SH   DFND   0 0 7,115
MOTOROLA SOLUTIONS INC COM 620076307 12,351 143,250 SH   DFND   0 0 143,250
NEWELL BRANDS INC COM 651229106 53,464 1,133,439 SH   DFND   930,952 0 202,487
NORDSTROM INC COM 655664100 6,851 147,120 SH   DFND   0 0 147,120
NORTHERN TRUST CORP COM 665859104 50,276 580,686 SH   DFND   477,646 0 103,040
PAYPAL HLDGS INC COM 70450Y103 9,638 224,035 SH   DFND   0 0 224,035
T ROWE PRICE GROUP INC COM 74144T108 9,029 132,488 SH   DFND   0 0 132,488
PROGRESSIVE CORP COM 743315103 37,071 946,172 SH   DFND   485,791 0 460,381
QUINTILES IMS HOLDINGS INC COM 74876Y101 62,091 771,032 SH   DFND   622,226 0 148,805
RAYMOND JAMES FINANCIAL INC COM 754730109 25,743 337,570 SH   DFND   281,574 0 55,996
SVB FINANCIAL GROUP COM 78486Q101 8,790 47,237 SH   DFND   46,913 0 324
SABRE CORPORATION COM 78573M104 25,754 1,215,372 SH   DFND   997,088 0 218,284
SCHLUMBERGER LIMITED COM 806857108 51,191 655,450 SH   DFND   533,222 0 122,228
SCRIPPS NETWORKS INTERACTIVE COM 811065101 10,925 139,402 SH   DFND   0 0 139,402
STANLEY BLACK & DECKER INC COM 854502101 23,481 176,720 SH   DFND   0 0 176,720
TWENTY-FIRST CENTURY FOX INC COM 90130A101 9,022 278,537 SH   DFND   0 0 278,537
UNITED PARCEL SERVICE INC COM 911312106 212 1,980 SH   SOLE   1,980 0 0
VISA INC COM 92826C839 68,746 773,562 SH   DFND   635,446 0 138,116
WYNN RESORTS LTD COM 983134107 7,691 67,108 SH   DFND   0 0 67,108
ADIENT PLC ORD SHS COM G0084W101 1,964 27,024 SH   DFND   0 0 27,024
ALLERGAN PLC COM G0177J108 54,770 229,242 SH   DFND   187,282 0 41,960
AON PLC CLASS A COM G0408V102 18,330 154,436 SH   DFND   0 0 154,436
ACCENTURE PLC IRELAND SHS CL A COM G1151C101 13,772 114,881 SH   DFND   3,938 0 110,943
DELPHI AUTOMOTIVE PLC COM G27823106 33,321 413,979 SH   DFND   342,881 0 71,098
JOHNSON CONTROLS INTL PLC COM G51502105 2,466 270,242 SH   DFND   0 0 270,242
NIELSEN HOLDINGS PLC COM G6518L108 56,157 1,359,402 SH   DFND   915,032 0 444,370
WILLIS TOWERS WATSON PUBLIC LTD COMPANY G96629103 42,785 326,877 SH   DFND   264,432 0 62,445