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
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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
AETNA INC NEW COM 00817Y108 144,021 798,394 SH   DFND 1 248,892 0 549,502
AFLAC INC COM 001055102 117,135 1,334,418 SH   DFND 1 391,778 0 942,640
ALPHABET INC CAP STK CL A 02079K305 61 58 SH   DFND 1 0 0 58
AMERICAN INTL GROUP INC COM NEW 026874784 101,547 1,704,351 SH   DFND 1 540,870 0 1,163,481
AUTOZONE INC COM 053332102 171 240 SH   DFND 1 0 0 240
BIOGEN INC COM 09062X103 80 250 SH   DFND 1 0 0 250
CANADIAN NATL RY CO COM 136375102 101,356 1,225,175 SH   DFND 1 298,039 0 927,136
CIGNA CORPORATION COM 125509109 145,465 716,258 SH   DFND 1 223,839 0 492,419
CISCO SYS INC COM 17275R102 64 1,668 SH   DFND 1 0 0 1,668
CVS HEALTH CORP COM 126650100 73 1,000 SH   DFND 1 0 0 1,000
DAVITA INC COM 23918K108 83,004 1,148,832 SH   DFND 1 354,702 0 794,130
FACEBOOK INC CL A 30303M102 76 428 SH   DFND 1 0 0 428
GENERAL MTRS CO COM 37045V100 143,646 3,504,441 SH   DFND 1 1,109,379 0 2,395,062
GENTEX CORP COM 371901109 79,300 3,785,296 SH   DFND 1 1,173,786 0 2,611,510
GOLDMAN SACHS GROUP INC COM 38141G104 114,082 447,803 SH   DFND 1 139,643 0 308,160
HONEYWELL INTL INC COM 438516106 55 361 SH   DFND 1 0 0 361
INTERNATIONAL BUSINESS MACHS COM 459200101 101,676 662,727 SH   DFND 1 204,343 0 458,384
L BRANDS INC COM 501797104 29 479 SH   DFND 1 0 0 479
O REILLY AUTOMOTIVE INC NEW COM 67103H107 121,749 506,148 SH   DFND 1 158,061 0 348,087
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 168,111 4,239,881 SH   DFND 1 1,308,942 0 2,930,939
TJX COS INC NEW COM 872540109 80 1,050 SH   DFND 1 0 0 1,050
UNION PAC CORP COM 907818108 162,096 1,208,776 SH   DFND 1 371,910 0 836,866
UNITED TECHNOLOGIES CORP COM 913017109 110,802 868,549 SH   DFND 1 396,867 0 471,682
UNITEDHEALTH GROUP INC COM 91324P102 122,555 555,901 SH   DFND 1 171,019 0 384,882