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
AGILENT TECHNOLOGIES INC COM 00846U101 368 6,958 SH   DFND 1 0 0 6,958
ALPHABET INC CAP STK CL A 02079K305 157 185 SH   DFND 1 0 0 185
AMERICAN INTL GROUP INC COM NEW 026874784 104,255 1,669,949 SH   DFND 1 592,500 0 1,077,449
APPLIED MATLS INC COM 038222105 533 13,700 SH   DFND 1 0 0 13,700
AUTOZONE INC COM 053332102 108,600 150,265 SH   DFND 1 52,030 0 98,235
BB&T CORP COM 054937107 35 784 SH   DFND 1 0 0 784
BECTON DICKINSON & CO COM 075887109 95,497 520,587 SH   DFND 1 183,394 0 337,193
BRUNSWICK CORP COM 117043109 493 8,050 SH   DFND 1 0 0 8,050
CANADIAN NATL RY CO COM 136375102 84,038 1,141,776 SH   DFND 1 395,705 0 746,071
CARNIVAL CORP UNIT 99/99/9999 143658300 52 882 SH   DFND 1 0 0 882
CELGENE CORP COM 151020104 35 278 SH   DFND 1 0 0 278
CIGNA CORPORATION COM 125509109 80,098 546,776 SH   DFND 1 193,842 0 352,934
CISCO SYS INC COM 17275R102 489 14,470 SH   DFND 1 0 0 14,470
COCA COLA CO COM 191216100 307 7,228 SH   DFND 1 0 0 7,228
D R HORTON INC COM 23331A109 40 1,201 SH   DFND 1 0 0 1,201
DAVITA INC COM 23918K108 99,622 1,465,668 SH   DFND 1 524,052 0 941,616
DEERE & CO COM 244199105 63,584 584,083 SH   DFND 1 201,788 0 382,295
EBAY INC COM 278642103 27 803 SH   DFND 1 0 0 803
EOG RES INC COM 26875P101 380 3,900 SH   DFND 1 0 0 3,900
EXPRESS SCRIPTS HLDG CO COM 30219G108 23 353 SH   DFND 1 0 0 353
FEDEX CORP COM 31428X106 47 241 SH   DFND 1 0 0 241
GENTEX CORP COM 371901109 80,184 3,759,190 SH   DFND 1 1,342,586 0 2,416,604
GOLDMAN SACHS GROUP INC COM 38141G104 67,837 295,306 SH   DFND 1 104,687 0 190,619
HOME DEPOT INC COM 437076102 52 351 SH   DFND 1 0 0 351
INTERNATIONAL BUSINESS MACHS COM 459200101 67,177 385,770 SH   DFND 1 133,798 0 251,972
JOHNSON & JOHNSON COM 478160104 71 572 SH   DFND 1 0 0 572
KEYCORP NEW COM 493267108 450 25,294 SH   DFND 1 0 0 25,294
KLA-TENCOR CORP COM 482480100 57 599 SH   DFND 1 0 0 599
MCKESSON CORP COM 58155Q103 368 2,487 SH   DFND 1 0 0 2,487
MERCK & CO INC COM 58933Y105 471 7,410 SH   DFND 1 0 0 7,410
MICROSOFT CORP COM 594918104 41,754 633,976 SH   DFND 1 216,940 0 417,036
MONSANTO CO NEW COM 61166W101 436 3,852 SH   DFND 1 0 0 3,852
NIKE INC CL B 654106103 50 892 SH   DFND 1 0 0 892
OMNICOM GROUP INC COM 681919106 33 386 SH   DFND 1 0 0 386
ORACLE CORP COM 68389X105 450 10,087 SH   DFND 1 0 0 10,087
OWENS CORNING NEW COM 690742101 444 7,230 SH   DFND 1 0 0 7,230
PACCAR INC COM 693718108 47 700 SH   DFND 1 0 0 700
PFIZER INC COM 717081103 95 2,771 SH   DFND 1 0 0 2,771
PRUDENTIAL FINL INC COM 744320102 36 341 SH   DFND 1 0 0 341
RALPH LAUREN CORP CL A 751212101 42,882 525,392 SH   DFND 1 189,228 0 336,164
ROCKWELL AUTOMATION INC COM 773903109 457 2,936 SH   DFND 1 0 0 2,936
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 95,012 1,212,384 SH   DFND 1 421,365 0 791,019
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 106,721 3,249,784 SH   DFND 1 1,139,868 0 2,109,916
TJX COS INC NEW COM 872540109 406 5,138 SH   DFND 1 0 0 5,138
UNION PAC CORP COM 907818108 87,908 829,929 SH   DFND 1 290,313 0 539,616
UNITED TECHNOLOGIES CORP COM 913017109 60,788 541,744 SH   DFND 1 311,920 0 229,824
UNITEDHEALTH GROUP INC COM 91324P102 95,634 583,103 SH   DFND 1 204,243 0 378,860
WELLS FARGO & CO NEW COM 949746101 518 9,319 SH   DFND 1 0 0 9,319