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 113,756 2,415,718 SH   DFND 1 1,978,218 0 437,500
AGILENT TECHNOLOGIES INC COM 00846U101 97,461 2,069,676 SH   DFND 1,478,676 0 591,000
ALLERGAN PLC SHS G0177J108 121,938 529,450 SH   DFND 1 432,950 0 96,500
ALLERGAN PLC SHS G0177J108 105,275 457,100 SH   DFND 326,700 0 130,400
ALPHABET INC CAP STK CL A 02079K305 204,986 254,939 SH   DFND 1 208,649 0 46,290
ALPHABET INC CAP STK CL A 02079K305 173,727 216,062 SH   DFND 153,748 0 62,314
ALPHABET INC CAP STK CL C 02079K107 132,378 170,307 SH   DFND 120,762 0 49,545
ALPHABET INC CAP STK CL C 02079K107 155,905 200,575 SH   DFND 1 164,088 0 36,487
AMBEV SA SPONSORED ADR 02319V103 32,346 5,311,309 SH   DFND 3,796,909 0 1,514,400
AMBEV SA SPONSORED ADR 02319V103 37,713 6,192,664 SH   DFND 1 5,073,964 0 1,118,700
AMERICAN TOWER CORP NEW COM 03027X100 69,115 609,860 SH   DFND 1 499,160 0 110,700
AMERICAN TOWER CORP NEW COM 03027X100 59,442 524,500 SH   DFND 374,800 0 149,700
ANALOG DEVICES INC COM 032654105 208,697 3,238,125 SH   DFND 2,314,665 0 923,460
ANALOG DEVICES INC COM 032654105 242,130 3,756,872 SH   DFND 1 3,073,572 0 683,300
BAIDU INC SPON ADR REP A 056752108 174,328 957,480 SH   DFND 683,580 0 273,900
BAIDU INC SPON ADR REP A 056752108 202,497 1,112,192 SH   DFND 1 909,692 0 202,500
BITAUTO HLDGS LTD SPONSORED ADS 091727107 37,559 1,291,571 SH   DFND 923,096 0 368,475
BITAUTO HLDGS LTD SPONSORED ADS 091727107 43,472 1,494,923 SH   DFND 1 1,224,595 0 270,328
CBRE GROUP INC CL A 12504L109 127,655 4,562,381 SH   DFND 1 3,720,467 0 841,914
CBRE GROUP INC CL A 12504L109 109,916 3,928,381 SH   DFND 2,807,368 0 1,121,013
CIMPRESS N V SHS EURO N20146101 74,648 737,772 SH   DFND 526,982 0 210,790
CIMPRESS N V SHS EURO N20146101 86,715 857,033 SH   DFND 1 701,113 0 155,920
CME GROUP INC COM 12572Q105 124,337 1,189,600 SH   DFND 849,800 0 339,800
CME GROUP INC COM 12572Q105 144,179 1,379,438 SH   DFND 1 1,128,333 0 251,105
CREDIT ACCEP CORP MICH COM 225310101 44,763 222,623 SH   DFND 1 182,500 0 40,123
CREDIT ACCEP CORP MICH COM 225310101 38,217 190,068 SH   DFND 135,903 0 54,165
ECOLAB INC COM 278865100 174,085 1,430,205 SH   DFND 1,020,830 0 409,375
ECOLAB INC COM 278865100 203,473 1,671,646 SH   DFND 1 1,367,033 0 304,613
FIDELITY NATL INFORMATION SV COM 31620M106 310,957 4,036,833 SH   DFND 1 3,303,071 0 733,762
FIDELITY NATL INFORMATION SV COM 31620M106 267,839 3,477,076 SH   DFND 2,483,947 0 993,129
HARLEY DAVIDSON INC COM 412822108 159,427 3,031,506 SH   DFND 1 2,480,763 0 550,743
HARLEY DAVIDSON INC COM 412822108 137,731 2,618,964 SH   DFND 1,872,513 0 746,451
INTERCONTINENTAL EXCHANGE IN COM 45866F104 149,975 556,782 SH   DFND 1 455,382 0 101,400
INTERCONTINENTAL EXCHANGE IN COM 45866F104 128,889 478,500 SH   DFND 341,700 0 136,800
ISHARES TR MSCI ACWI ETF 464288257 107,651 1,821,500 SH   DFND 1,821,500 0 0
MSC INDL DIRECT INC CL A 553530106 51,775 705,289 SH   DFND 503,695 0 201,594
MSC INDL DIRECT INC CL A 553530106 60,272 821,034 SH   DFND 1 671,197 0 149,837
NXP SEMICONDUCTORS N V COM N6596X109 149,175 1,462,353 SH   DFND 1 1,196,650 0 265,703
NXP SEMICONDUCTORS N V COM N6596X109 128,238 1,257,108 SH   DFND 895,692 0 361,416
PRIMERICA INC COM 74164M108 31,459 593,239 SH   DFND 1 485,058 0 108,181
PRIMERICA INC COM 74164M108 27,167 512,300 SH   DFND 365,900 0 146,400
S&P GLOBAL INC COM 78409V104 226,373 1,788,661 SH   DFND 1,277,552 0 511,109
S&P GLOBAL INC COM 78409V104 262,941 2,077,597 SH   DFND 1 1,698,277 0 379,320
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 82,491 2,127,159 SH   DFND 1,326,503 0 800,656
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 126,337 3,257,799 SH   DFND 1 2,665,401 0 592,398
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 133,344 3,959,153 SH   DFND 1 3,237,365 0 721,788
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 87,366 2,594,009 SH   DFND 1,618,999 0 975,010
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 22,835 710,252 SH   DFND 1 579,651 0 130,601
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 19,561 608,414 SH   DFND 434,334 0 174,080
TRINET GROUP INC COM 896288107 31,653 1,463,373 SH   DFND 1 1,196,628 0 266,745
TRINET GROUP INC COM 896288107 27,266 1,260,543 SH   DFND 900,558 0 359,985
VISA INC COM CL A 92826C839 120,031 1,451,400 SH   DFND 1,037,200 0 414,200
VISA INC COM CL A 92826C839 138,996 1,680,728 SH   DFND 1 1,376,728 0 304,000
WILLIS TOWERS WATSON PUB LTD SHS G96629103 202,583 1,525,821 SH   DFND 1,090,508 0 435,313
WILLIS TOWERS WATSON PUB LTD SHS G96629103 234,534 1,766,470 SH   DFND 1 1,444,867 0 321,603
ZOETIS INC CL A 98978V103 144,044 2,769,542 SH   DFND 1,978,042 0 791,500
ZOETIS INC CL A 98978V103 167,027 3,211,444 SH   DFND 1 2,625,144 0 586,300