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
AT&T INC COM 00206R102 6,753 196,265 SH   DFND   108,380 0 87,885
AFFILIATED MANAGERS GROUP INC COM 008252108 1,375 8,606 SH   DFND   5,229 0 3,377
ALCOA INC COM 013817101 4,851 491,535 SH   DFND   273,860 0 217,675
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,375 211,125 SH   DFND   116,975 0 94,150
ALLSTATE CORP COM 020002101 3,564 57,405 SH   DFND   32,230 0 25,175
ALPHABET INC CLASS A COM 02079K305 287,451 369,470 SH   DFND   336,509 0 32,961
AMERICAN ELECTRIC POWER COMPANY INC 025537101 414 7,100 SH   SOLE   7,100 0 0
AMETEK INC COM 031100100 15,146 282,630 SH   DFND   21,492 0 261,138
APPLE INC COM 037833100 599 5,695 SH   DFND   4,945 0 750
AUTODESK INC COM 052769106 246,910 4,052,361 SH   DFND   3,679,261 0 373,100
AUTOMATIC DATA PROCESSING INC COM 053015103 9,038 106,678 SH   DFND   0 0 106,678
BB& T CORPORATION COM 054937107 7,625 201,655 SH   DFND   110,285 0 91,370
BP PLC ADR COM 055622104 5,069 162,150 SH   DFND   91,700 0 70,450
BANCO SANTANDER CEN HISPANO SA ONE ADR REP O 05964H105 588 120,775 SH   DFND   89,825 0 30,950
BOEING COMPANY COM 097023105 2,914 20,155 SH   DFND   10,660 0 9,495
BRANDYWINE REALTY TRUST NEW COM 105368203 4,693 343,550 SH   DFND   192,800 0 150,750
CBL& ASSOCIATES PROPERTIES COM 124830100 3,809 307,950 SH   DFND   171,775 0 136,175
CDK GLOBAL INC COM 12508E101 1,688 35,558 SH   DFND   0 0 35,558
CELGENE CORPORATION COM 151020104 236,665 1,976,163 SH   DFND   1,784,709 0 191,454
CISCO SYSTEMS INC COM 17275R102 5,746 211,600 SH   DFND   114,250 0 97,350
CORNING INC COM 219350105 3,624 198,250 SH   DFND   113,975 0 84,275
CROWN HOLDINGS INC COM 228368106 5,706 112,552 SH   DFND   62,235 0 50,317
DANAHER CORP COM 235851102 157,509 1,695,835 SH   DFND   1,414,931 0 280,904
DELTA AIR LINES INC COM 247361702 2,791 55,060 SH   DFND   30,785 0 24,275
DEVON ENERGY CORP NEW COM 25179M103 2,173 67,900 SH   DFND   39,925 0 27,975
DOW CHEMICAL COMPANY COM 260543103 4,169 80,975 SH   DFND   44,600 0 36,375
EBAY INC COM 278642103 6,156 224,035 SH   DFND   0 0 224,035
EDGEWELL PERSONAL CARE COMPANY COM 28035Q102 3,175 40,507 SH   DFND   22,207 0 18,300
ENERGIZER HLDGS INC NEW COM 29272W109 5,227 153,475 SH   DFND   84,375 0 69,100
EXXON MOBIL CORP NEW COM 30231G102 6,369 81,703 SH   DFND   45,065 0 36,638
FACEBOOK INC COM 30303M102 265,849 2,540,124 SH   DFND   2,313,478 0 226,646
FIRSTMERIT CORP COM 337915102 6,085 326,275 SH   DFND   180,300 0 145,975
FORD MOTOR COMPANY COMMON NEW COM 345370860 6,728 477,517 SH   DFND   266,125 0 211,392
FREEPORT MCMORAN INC COM 35671D857 986 145,600 SH   DFND   84,800 0 60,800
GENERAL ELECTRIC COMPANY COM 369604103 7,001 224,742 SH   DFND   121,975 0 102,767
GENERAL MILLS INC COM 370334104 5,277 91,525 SH   DFND   50,000 0 41,525
GENERAL MOTORS CORP COM 37045V100 6,958 204,600 SH   DFND   111,800 0 92,800
HP INC COM 40434L105 2,864 241,867 SH   DFND   135,325 0 106,542
HARLEY DAVIDSON INC COM 412822108 336 7,400 SH   DFND   5,825 0 1,575
HEWLETT PACKARD ENTERPRISE CO COM 42824C109 1,912 125,817 SH   DFND   65,075 0 60,742
HOLOGIC INC COM 436440101 226,118 5,844,347 SH   DFND   5,313,893 0 530,454
IMS HEALTH HOLDINGS INC COM 44970B109 206,980 8,126,431 SH   DFND   7,408,524 0 717,907
INTEL CORP COM 458140100 6,695 194,342 SH   DFND   105,425 0 88,917
INTL BUSINESS MACHINES CORP COM 459200101 767 5,575 SH   DFND   3,425 0 2,150
INTERNATIONAL PAPER COMPANY COM 460146103 7,000 185,675 SH   DFND   103,450 0 82,225
ISHARES CORE S&P MID-CAP COM 464287507 541 3,885 SH   SOLE   3,885 0 0
ISHARES CORE US GROWTH ETF COM 464287671 5,285 65,103 SH   DFND   63,918 0 1,185
ISHARES RUSSELL 3000 INDEX COM 464287689 1,183 9,832 SH   DFND   7,471 0 2,361
ISHARES US PREFERRED STOCK ETF INDEX 464288687 404 10,400 SH   DFND   1,960 0 8,440
JP MORGAN CHASE& COMPANY COM 46625H100 5,071 76,800 SH   DFND   40,600 0 36,200
JARDEN CORP COM 471109108 6,545 114,580 SH   DFND   61,045 0 53,535
JOHNSON& JOHNSON COM 478160104 6,772 65,930 SH   DFND   37,620 0 28,310
JOHNSON CONTROLS INC COM 478366107 6,024 152,545 SH   DFND   84,745 0 67,800
JONES LANG LASALLE INC COM 48020Q107 645 4,036 SH   DFND   2,806 0 1,230
KELLOGG COMPANY COM 487836108 2,403 33,250 SH   DFND   17,725 0 15,525
MADISON SQUARE GARDEN COMPANY COM 55825T103 118,597 732,987 SH   DFND   664,268 0 68,718
MASTERCARD INC COM 57636Q104 252 2,590 SH   SOLE   2,590 0 0
MERCK& COMPANY INC COM 58933Y105 5,178 98,035 SH   DFND   53,485 0 44,550
MICROSOFT CORP COM 594918104 5,251 94,638 SH   DFND   46,548 0 48,090
MOSAIC COMPANY COM 61945C103 938 34,000 SH   DFND   21,025 0 12,975
MOTOROLA SOLUTIONS INC COM 620076307 9,805 143,250 SH   DFND   0 0 143,250
NESTLE S A SPONSORED ADR REPSTG REG SHS 641069406 3,161 42,475 SH   DFND   23,390 0 19,085
NEWELL RUBBERMAID INC COM 651229106 5,516 125,135 SH   DFND   68,610 0 56,525
NORDSTROM INC COM 655664100 11,858 238,060 SH   DFND   53,590 0 184,470
NUCOR CORP COM 670346105 2,920 72,445 SH   DFND   42,120 0 30,325
OLIN CORP COM 680665205 4,737 274,442 SH   DFND   153,100 0 121,342
OWENS ILLINOIS INC NEW COM 690768403 4,141 237,725 SH   DFND   131,200 0 106,525
PAYPAL HLDGS INC COM 70450Y103 8,110 224,035 SH   DFND   0 0 224,035
PFIZER INC COM 717081103 6,699 207,535 SH   DFND   113,275 0 94,260
POTASH CORP OF SASKATCHEWAN INC 73755L107 3,648 213,075 SH   DFND   116,375 0 96,700
POTLATCH CORPORATION COM 737630103 5,671 187,525 SH   DFND   104,325 0 83,200
T ROWE PRICE GROUP INC COM 74144T108 9,546 133,526 SH   DFND   352 0 133,174
PROCTER& GAMBLE COMPANY COM 742718109 349 4,400 SH   SOLE   4,400 0 0
PROGRESSIVE CORP COM 743315103 11,671 367,007 SH   DFND   12,020 0 354,987
ROBERT HALF INTERNATIONAL INC COM 770323103 207 4,381 SH   DFND   2,535 0 1,846
ROYAL DUTCH SHELL PLC - B SHS COM 780259107 5,605 121,740 SH   DFND   65,250 0 56,490
STANDARD& POORS 500 DEPOSITRY RECEIPTS TRUST 78462F103 5,393 26,451 SH   DFND   25,188 0 1,263
SCRIPPS NETWORKS INTERACTIVE COM 811065101 7,916 143,387 SH   DFND   2,546 0 140,841
STANLEY BLACK& DECKER INC COM 854502101 170,859 1,600,849 SH   DFND   1,278,848 0 322,001
STEEL DYNAMICS INC COM 858119100 5,766 322,675 SH   DFND   176,475 0 146,200
STERICYCLE INC COM 858912108 195,527 1,621,289 SH   DFND   1,475,690 0 145,599
TCF FINANCIAL CORP COM 872275102 1,813 128,375 SH   DFND   75,600 0 52,775
TOWERS WATSON& COMPANY CL A COM 891894107 188,339 1,466,127 SH   DFND   1,313,450 0 152,677
THE TRAVELERS COMPANIES INC COM 89417E109 3,555 31,497 SH   DFND   16,722 0 14,775
TWENTY-FIRST CENTURY FOX INC COM 90130A101 7,669 282,361 SH   DFND   948 0 281,413
UNILEVER NV NY SHS - NEW COM 904784709 5,743 132,577 SH   DFND   71,775 0 60,802
UNITED CONTINENTAL HOLDINGS COM 910047109 1,633 28,500 SH   DFND   13,800 0 14,700
UNITED PARCEL SERVICE INC COM 911312106 179,595 1,866,312 SH   DFND   1,709,615 0 156,697
UNITED STATES STEEL CORP COM 912909108 1,255 157,310 SH   DFND   89,975 0 67,335
VANGUARD 500 ETF COM 922908363 399 2,134 SH   SOLE   2,134 0 0
VANGUARD GROWTH ETF COM 922908736 810 7,616 SH   SOLE   7,616 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 628 13,588 SH   DFND   10,473 0 3,115
VIPSHOP HOLDINGS LIMITED COM 92763W103 246,056 16,113,660 SH   DFND   14,634,707 0 1,478,953
VISA INC COM 92826C839 291 3,752 SH   SOLE   3,752 0 0
WABTEC COM 929740108 2,177 30,610 SH   DFND   26,064 0 4,546
WEINGARTEN REALTY INVESTORS COM 948741103 1,899 54,925 SH   DFND   28,975 0 25,950
WEYERHAEUSER COMPANY COM 962166104 6,324 210,925 SH   DFND   117,125 0 93,800
WYNN RESORTS LTD COM 983134107 204,725 2,958,874 SH   DFND   2,634,427 0 324,447
AON PLC CLASS A COM G0408V102 15,486 167,945 SH   DFND   10,426 0 157,519
ACCENTURE PLC IRELAND SHS CL A COM G1151C101 12,847 122,935 SH   DFND   10,852 0 112,083
BELMOND LTD COM G1154H107 282 29,725 SH   DFND   21,050 0 8,675
DELPHI AUTOMOTIVE PLC COM G27823106 196,913 2,296,899 SH   DFND   2,094,367 0 202,532
MANDARIN ORIENTAL INTL LTD ORD H G57848106 22 15,000 SH   DFND   0 0 15,000
NIELSEN HOLDINGS PLC COM G6518L108 198,050 4,249,991 SH   DFND   3,659,291 0 590,700
TYCO INTERNATIONAL PLC COM G91442106 9,024 282,976 SH   DFND   0 0 282,976
UBS GROUP AG COM H42097107 5,932 306,225 SH   DFND   164,975 0 141,250
MINOR INTL PUB COMPANY COM Y6069M133 70 95,166 SH   DFND   0 0 95,166