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
ADVANCE AUTO PARTS INC COM 00751Y106 362 3,654 SH   SOLE   3,654 0 0
ALASKA AIR GROUP INC COM 011659109 24,256 318,031 SH   DFND   258,110 0 59,921
ALPHABET INC CLASS A COM 02079K305 59,705 61,316 SH   DFND   49,704 0 11,612
AMETEK INC COM 031100100 16,945 256,590 SH   DFND   0 0 256,590
ANTHEM INC COM 036752103 37,206 195,945 SH   DFND   157,363 0 38,582
AUTODESK INC COM 052769106 54,134 482,223 SH   DFND   386,630 0 95,593
AUTOMATIC DATA PROCESSING INC COM 053015103 11,662 106,678 SH   DFND   0 0 106,678
CDK GLOBAL INC COM 12508E101 2,243 35,558 SH   DFND   0 0 35,558
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 30,209 179,783 SH   DFND   147,518 0 32,265
CELGENE CORPORATION COM 151020104 30,810 211,286 SH   DFND   170,104 0 41,182
DXC TECHNOLOGY COMPANY COM 23355L106 24,527 285,600 SH   DFND   232,447 0 53,153
DANAHER CORP COM 235851102 40,723 474,742 SH   DFND   295,286 0 179,456
DOLLAR GENERAL CORPORATION COM 256677105 42,720 527,087 SH   DFND   422,978 0 104,109
EBAY INC COM 278642103 8,616 224,035 SH   DFND   0 0 224,035
FACEBOOK INC COM 30303M102 57,587 337,022 SH   DFND   272,427 0 64,595
FORTIVE CORP COMMON SHARE COM 34959J108 4,173 58,947 SH   DFND   0 0 58,947
ISHARES US PREFERRED STOCK ETF S&P US PFD STK 464288687 276 7,115 SH   DFND   0 0 7,115
KEYSIGHT TECHNOLOGIES INC COM 49338L103 36,587 878,217 SH   DFND   712,914 0 165,303
MOTOROLA SOLUTIONS INC COM 620076307 12,158 143,250 SH   DFND   0 0 143,250
NEWELL BRANDS INC COM 651229106 34,315 804,185 SH   DFND   643,766 0 160,419
NORDSTROM INC COM 655664100 6,937 147,120 SH   DFND   0 0 147,120
NORTHERN TRUST CORP COM 665859104 26,226 285,282 SH   DFND   227,786 0 57,496
PAYPAL HLDGS INC COM 70450Y103 14,345 224,035 SH   DFND   0 0 224,035
T ROWE PRICE GROUP INC COM 74144T108 12,010 132,488 SH   DFND   0 0 132,488
PROGRESSIVE CORP COM 743315103 40,065 827,453 SH   DFND   386,550 0 440,903
QUINTILES IMS HOLDINGS INC COM 74876Y101 48,619 511,400 SH   DFND   406,335 0 105,064
RAYMOND JAMES FINANCIAL INC COM 754730109 23,569 279,489 SH   DFND   227,871 0 51,618
SVB FINANCIAL GROUP COM 78486Q101 6,177 33,017 SH   DFND   32,693 0 324
SABRE CORPORATION COM 78573M104 19,159 1,058,524 SH   DFND   846,619 0 211,905
SCHLUMBERGER LIMITED COM 806857108 35,655 511,111 SH   DFND   408,832 0 102,279
SCRIPPS NETWORKS INTERACTIVE COM 811065101 11,973 139,402 SH   DFND   0 0 139,402
STANLEY BLACK & DECKER INC COM 854502101 26,679 176,720 SH   DFND   0 0 176,720
SYNCHRONY FINANCIAL COM 87165B103 29,223 941,163 SH   DFND   765,217 0 175,946
TWENTY-FIRST CENTURY FOX INC COM 90130A101 7,348 278,537 SH   DFND   0 0 278,537
VISA INC COM 92826C839 64,730 615,069 SH   DFND   502,241 0 112,828
WYNN RESORTS LTD COM 983134107 9,994 67,108 SH   DFND   0 0 67,108
XPO LOGISTICS INC COM 983793100 42,193 622,505 SH   DFND   502,267 0 120,238
ADIENT PLC COM G0084W101 2,270 27,024 SH   DFND   0 0 27,024
ALLERGAN PLC COM G0177J108 41,374 201,873 SH   DFND   163,642 0 38,231
AON PLC CLASS A COM G0408V102 22,563 154,436 SH   DFND   0 0 154,436
ACCENTURE PLC IRELAND SHS CL A COM G1151C101 15,517 114,881 SH   DFND   3,938 0 110,943
DELPHI AUTOMOTIVE PLC COM G27823106 32,538 330,675 SH   DFND   272,354 0 58,321
JOHNSON CONTROLS INTL PLC COM G51502105 10,888 270,242 SH   DFND   0 0 270,242
NIELSEN HOLDINGS PLC COM G6518L108 35,874 865,474 SH   DFND   497,381 0 368,093