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
3M CO COM 88579Y101 73,243 333,651 SH   SOLE   316,180 4,760 12,711
ADOBE SYS INC COM 00724F101 79,717 368,924 SH   SOLE   348,770 5,550 14,604
AERCAP HOLDINGS NV SHS N00985106 360 7,100 SH   SOLE   7,100 0 0
AIR PRODS & CHEMS INC COM 009158106 59,222 372,398 SH   SOLE   351,966 5,429 15,003
ALPHABET INC CAP STK CL A 02079K305 47,218 45,527 SH   SOLE   43,041 698 1,788
ALPHABET INC CAP STK CL C 02079K107 78,898 76,467 SH   SOLE   72,293 1,187 2,987
AMAZON COM INC COM 023135106 118,608 81,949 SH   SOLE   77,607 1,241 3,101
AMDOCS LTD SHS G02602103 193 2,900 SH   SOLE   2,900 0 0
AMERICAN ELEC PWR INC COM 025537101 168 2,450 SH   SOLE   2,450 0 0
APPLE INC COM 037833100 58,132 346,476 SH   SOLE   328,323 4,957 13,196
ASHLAND GLOBAL HLDGS INC COM 044186104 174 2,488 SH   SOLE   2,488 0 0
AT&T INC COM 00206R102 201 5,630 SH   SOLE   5,630 0 0
BANK NEW YORK MELLON CORP COM 064058100 824 16,000 SH   SOLE   16,000 0 0
BANKUNITED INC COM 06652K103 235 5,875 SH   SOLE   5,875 0 0
BECTON DICKINSON & CO COM 075887109 64,847 299,250 SH   SOLE   282,886 4,564 11,800
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,991 10 SH   SOLE   8 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 222 1,115 SH   SOLE   1,115 0 0
BEST BUY INC COM 086516101 129 1,850 SH   SOLE   1,850 0 0
BORGWARNER INC COM 099724106 60,882 1,212,071 SH   SOLE   1,145,417 18,696 47,958
CABOT OIL & GAS CORP COM 127097103 457 19,075 SH   SOLE   19,075 0 0
CELGENE CORP COM 151020104 51,684 579,357 SH   SOLE   547,799 8,853 22,705
CERNER CORP COM 156782104 58,596 1,010,279 SH   SOLE   954,400 15,143 40,736
CHECK POINT SOFTWARE TECH LT ORD M22465104 270 2,720 SH   SOLE   2,720 0 0
CHEVRON CORP NEW COM 166764100 197 1,726 SH   SOLE   1,726 0 0
CIENA CORP COM NEW 171779309 137 5,300 SH   SOLE   5,300 0 0
CISCO SYS INC COM 17275R102 84,338 1,966,372 SH   SOLE   1,859,864 29,227 77,281
COMCAST CORP NEW CL A 20030N101 69,909 2,045,917 SH   SOLE   1,936,261 31,219 78,437
CONOCOPHILLIPS COM 20825C104 142 2,400 SH   SOLE   2,400 0 0
COSTCO WHSL CORP NEW COM 22160K105 85,308 452,730 SH   SOLE   428,032 6,932 17,766
CVS HEALTH CORP COM 126650100 333 5,350 SH   SOLE   5,350 0 0
DANONE-SPONS ADR Common Stocks 23636T100 69,082 4,272,840 SH   SOLE   4,043,453 64,933 164,454
DEVON ENERGY CORP NEW COM 25179M103 103 3,226 SH   SOLE   3,226 0 0
DEVON ENERGY PRODUCTION CO L P Common Stocks 00DVNPROD 47 1 SH   SOLE   0 0 1
DOLLAR GEN CORP NEW COM 256677105 58,581 626,195 SH   SOLE   593,113 8,773 24,309
ECOLAB INC COM 278865100 70,766 516,279 SH   SOLE   489,019 7,397 19,863
ENVISION HEALTHCARE CORP COM 29414D100 257 6,700 SH   SOLE   6,700 0 0
EOG RES INC COM 26875P101 558 5,300 SH   SOLE   5,300 0 0
EXXON MOBIL CORP COM 30231G102 34 456 SH   SOLE   456 0 0
FACEBOOK INC CL A 30303M102 76,857 480,985 SH   SOLE   454,745 7,255 18,985
FEDEX CORP COM 31428X106 77,240 321,685 SH   SOLE   304,292 4,707 12,686
GENERAL DYNAMICS CORP COM 369550108 952 4,308 SH   SOLE   4,308 0 0
GILEAD SCIENCES INC COM 375558103 219 2,900 SH   SOLE   2,900 0 0
ILF2 LIMITED Common Stocks 00000ILF2 8 1 SH   SOLE   0 0 1
INVITATION HOMES INC COM 46187W107 112 4,890 SH   SOLE   4,890 0 0
JOHNSON & JOHNSON COM 478160104 146,670 1,144,519 SH   OTR   0 1,144,519 0
JOHNSON & JOHNSON COM 478160104 67,374 525,743 SH   SOLE   489,906 10,412 25,425
JOHNSON CTLS INTL PLC SHS G51502105 215 6,100 SH   SOLE   6,100 0 0
JPMORGAN CHASE & CO COM 46625H100 116,847 1,062,531 SH   SOLE   1,003,289 16,591 42,651
JUSTISS OIL INC Common Stocks 482196102 771 17,143 SH   SOLE   0 0 17,143
LIONS GATE ENTMNT CORP CL A VTG 535919401 59 2,275 SH   SOLE   2,275 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 55 2,275 SH   SOLE   2,275 0 0
MACYS INC COM 55616P104 199 6,700 SH   SOLE   6,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 113,329 647,000 SH   SOLE   612,488 9,450 25,062
MAXIM INTEGRATED PRODS INC COM 57772K101 39 650 SH   SOLE   650 0 0
MICROSOFT CORP COM 594918104 91,626 1,003,897 SH   SOLE   951,075 14,361 38,461
MONSANTO CO NEW COM 61166W101 24,067 206,250 SH   SOLE   198,070 886 7,294
NESTLE SA ADR Common Stocks 641069406 73,952 936,483 SH   SOLE   887,055 14,169 35,259
NETFLIX INC COM 64110L106 54,491 184,495 SH   SOLE   174,135 2,908 7,452
NIKE INC CL B 654106103 86,315 1,299,135 SH   SOLE   1,230,130 18,394 50,611
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 50,205 947,793 SH   SOLE   896,115 14,005 37,673
NOVARTIS A G SPONSORED ADR 66987V109 68,836 851,402 SH   SOLE   805,825 13,121 32,456
NUANCE COMMUNICATIONS INC COM 67020Y100 138 8,750 SH   SOLE   8,750 0 0
ON SEMICONDUCTOR CORP COM 682189105 250 9,600 SH   SOLE   9,600 0 0
PEPSICO INC COM 713448108 57,756 529,142 SH   SOLE   501,641 7,448 20,053
PFIZER INC COM 717081103 186 5,250 SH   SOLE   5,250 0 0
PROCTER AND GAMBLE CO COM 742718109 20 250 SH   SOLE   250 0 0
PROGRESSIVE CORP OHIO COM 743315103 105,263 1,727,606 SH   SOLE   1,632,486 26,797 68,323
ROCHE HOLDINGS LTD-SPONS ADR Common Stocks 771195104 59,788 2,090,481 SH   SOLE   1,981,334 30,142 79,005
ROPER TECHNOLOGIES INC COM 776696106 79,544 283,389 SH   SOLE   267,770 4,306 11,313
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 78,550 1,198,695 SH   SOLE   1,143,568 5,057 50,070
S&P GLOBAL INC COM 78409V104 81,436 426,233 SH   SOLE   403,254 6,242 16,737
SCHLUMBERGER LTD COM 806857108 64,508 995,800 SH   SOLE   950,748 4,096 40,956
SHOPIFY INC CL A 82509L107 19,138 153,604 SH   SOLE   145,175 2,277 6,152
SKYWORKS SOLUTIONS INC COM 83088M102 569 5,675 SH   SOLE   5,675 0 0
SOUTHWESTERN ENERGY CO COM 845467109 15,695 3,624,703 SH   SOLE   3,460,371 14,510 149,822
STARWOOD PPTY TR INC COM 85571B105 239 11,400 SH   SOLE   11,400 0 0
TEXAS INSTRS INC COM 882508104 100,893 971,153 SH   SOLE   917,478 15,107 38,568
THERMO FISHER SCIENTIFIC INC COM 883556102 73,540 356,194 SH   SOLE   337,540 4,974 13,680
TJX COS INC NEW COM 872540109 76,655 939,860 SH   SOLE   890,305 13,240 36,315
UNILEVER N V N Y SHS NEW 904784709 14 250 SH   SOLE   250 0 0
UNION PAC CORP COM 907818108 85,413 635,372 SH   SOLE   599,913 9,641 25,818
UNITEDHEALTH GROUP INC COM 91324P102 77,592 362,580 SH   SOLE   342,189 5,969 14,422
US BANCORP DEL COM NEW 902973304 68,012 1,346,771 SH   SOLE   1,273,989 19,979 52,803
VALVOLINE INC COM 92047W101 151 6,829 SH   SOLE   6,829 0 0
VERISK ANALYTICS INC COM 92345Y106 34,448 331,228 SH   SOLE   313,352 4,804 13,072
WALMART INC COM 931142103 18 200 SH   SOLE   200 0 0
WELLS FARGO CO NEW COM 949746101 76,667 1,462,825 SH   SOLE   1,382,690 21,831 58,304
WESTERN DIGITAL CORP COM 958102105 463 5,014 SH   SOLE   5,014 0 0
WORKDAY INC CL A 98138H101 50,124 394,336 SH   SOLE   372,096 6,097 16,143
YUM BRANDS INC COM 988498101 67,285 790,376 SH   SOLE   748,201 11,293 30,882
ZIMMER BIOMET HLDGS INC COM 98956P102 213 1,950 SH   SOLE   1,950 0 0