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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALPHABET INCCAP STK CL A02079K30542,99320,845SH DFND120,84500
ALPHABET INCCAP STK CL C02079K107549,037265,411SH DFND1265,41100
AON PLCSHS CL AG0403H108192,396836,106SH DFND1836,10600
BAKER HUGHES COMPANYCL A05722G10030314,017SH DFND114,01700
BIO RAD LABS INCCL A090572207416729SH DFND172900
CANADIAN NATL RY COCOM13637510283,574720,130SH DFND1720,13000
CANADIAN PAC RY LTDCOM13645T100151,116395,626SH DFND1395,62600
CHARTER COMMUNICATIONS INC NCL A16119P108677,1021,097,375SH DFND11,097,37500
CHURCH & DWIGHT INCCOM1713401022392,740SH DFND12,74000
CONSTELLATION BRANDS INCCL A21036P108333,0771,460,865SH DFND11,460,86500
DENTSPLY SIRONA INCCOM24906P1092263,540SH DFND13,54000
DISCOVER FINL SVCSCOM2547091082332,458SH DFND12,45800
DOW INCCOM2605571033365,254SH DFND15,25400
FACEBOOK INCCL A30303M102118,960403,899SH DFND1403,89900
FIDELITY NATL INFORMATION SVCOM31620M106531,9493,783,149SH DFND13,783,14900
MARRIOTT INTL INC NEWCL A57190320291,420617,241SH DFND1617,24100
MCCORMICK & CO INCCOM NON VTG5797802063934,407SH DFND14,40700
MICROSOFT CORPCOM594918104212,739902,315SH DFND1902,31500
MIMECAST LTDORD SHSG1483810995,2202,368,065SH DFND12,368,06500
MOODYS CORPCOM615369105283,781950,341SH DFND1950,34100
NETFLIX INCCOM64110L106168,151322,338SH DFND1322,33800
NEWS CORP NEWCL A65249B1091756,884SH DFND16,88400
NEWS CORP NEWCL B65249B2081847,851SH DFND17,85100
REGENCY CTRS CORPCOM7588491034117,253SH DFND17,25300
RESTAURANT BRANDS INTL INCCOM76131D103541,9318,337,405SH DFND18,337,40500
SALESFORCE COM INCCOM79466L302465,5362,197,271SH DFND12,197,27100
SL GREEN RLTY CORPCOM78440X8044356,222SH DFND16,22200
SPDR S&P 500 ETF TRTR UNIT78462F1036741,700SH DFND11,70000
TRANSDIGM GROUP INCCOM893641100389,079661,789SH DFND1661,78900
TYLER TECHNOLOGIES INCCOM902252105295695SH DFND169500
VENTAS INCCOM92276F1002404,492SH DFND14,49200
VERISK ANALYTICS INCCOM92345Y1063962,244SH DFND12,24400
VORNADO RLTY TRSH BEN INT9290421094018,832SH DFND18,83200
WEC ENERGY GROUP INCCOM92939U1063393,627SH DFND13,62700
WORKDAY INCCL A98138H101283,2981,140,355SH DFND11,140,35500