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 15,588 104,538 SH   DFND 1 59,344 0 45,194
AGILENT TECHNOLOGIES INC COM 00846U101 328 6,958 SH   DFND 1 0 0 6,958
AMERICAN INTL GROUP INC COM NEW 026874784 67,404 1,135,883 SH   DFND 1 682,118 0 453,765
AT&T INC COM 00206R102 274 6,733 SH   DFND 1 0 0 6,733
AUTOZONE INC COM 053332102 78,379 102,007 SH   DFND 1 57,318 0 44,689
BECTON DICKINSON & CO COM 075887109 57,067 317,523 SH   DFND 1 184,666 0 132,857
BRUNSWICK CORP COM 117043109 393 8,050 SH   DFND 1 0 0 8,050
CANADIAN NATL RY CO COM 136375102 72,040 1,104,018 SH   DFND 1 632,160 0 471,858
CF INDS HLDGS INC COM 125269100 17,281 709,734 SH   DFND 1 410,725 0 299,009
CIGNA CORPORATION COM 125509109 61,849 474,588 SH   DFND 1 275,803 0 198,785
CISCO SYS INC COM 17275R102 490 15,445 SH   DFND 1 0 0 15,445
COCA COLA CO COM 191216100 306 7,228 SH   DFND 1 0 0 7,228
DEERE & CO COM 244199105 57,596 674,808 SH   DFND 1 390,408 0 284,400
DELL TECHNOLOGIES INC COM CL V 24703L103 321 6,758 SH   DFND 1 0 0 6,758
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 311 11,538 SH   DFND 1 0 0 11,538
EOG RES INC COM 26875P101 337 3,489 SH   DFND 1 0 0 3,489
GENTEX CORP COM 371901109 38,292 2,180,667 SH   DFND 1 1,252,785 0 927,882
GOLDMAN SACHS GROUP INC COM 38141G104 64,953 402,752 SH   DFND 1 239,317 0 163,435
INTERNATIONAL BUSINESS MACHS COM 459200101 42,361 266,669 SH   DFND 1 151,059 0 115,610
KEYCORP NEW COM 493267108 350 28,756 SH   DFND 1 0 0 28,756
MCDONALDS CORP COM 580135101 253 2,203 SH   DFND 1 0 0 2,203
MERCK & CO INC COM 58933Y105 462 7,410 SH   DFND 1 0 0 7,410
MICHAEL KORS HLDGS LTD SHS G60754101 26,850 573,835 SH   DFND 1 327,846 0 245,989
MICROSOFT CORP COM 594918104 25,491 442,573 SH   DFND 1 246,895 0 195,678
MONSANTO CO NEW COM 61166W101 394 3,852 SH   DFND 1 0 0 3,852
ORACLE CORP COM 68389X105 396 10,087 SH   DFND 1 0 0 10,087
OWENS CORNING NEW COM 690742101 386 7,230 SH   DFND 1 0 0 7,230
QUALCOMM INC COM 747525103 403 5,879 SH   DFND 1 0 0 5,879
RALPH LAUREN CORP CL A 751212101 28,649 283,260 SH   DFND 1 166,196 0 117,064
ROCKWELL AUTOMATION INC COM 773903109 429 3,510 SH   DFND 1 0 0 3,510
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 65,020 1,024,114 SH   DFND 1 588,238 0 435,876
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 59,358 1,940,454 SH   DFND 1 1,092,063 0 848,391
TJX COS INC NEW COM 872540109 384 5,138 SH   DFND 1 0 0 5,138
UNION PAC CORP COM 907818108 68,876 706,186 SH   DFND 1 397,711 0 308,475
UNITED TECHNOLOGIES CORP COM 913017109 42,917 422,420 SH   DFND 1 381,214 0 41,206
UNITEDHEALTH GROUP INC COM 91324P102 57,395 409,961 SH   DFND 1 236,911 0 173,050
WELLS FARGO & CO NEW COM 949746101 331 7,479 SH   DFND 1 0 0 7,479