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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 698,561 6,166,134 SH   DFND   4,026,973 0 2,139,161
AON PLC SHS CL A G0408V102 790,164 7,233,951 SH   DFND   4,637,445 0 2,596,506
ARROW ELECTRS INC COM 042735100 176,421 2,850,104 SH   DFND   1,880,360 0 969,744
AVNET INC COM 053807103 147,788 3,648,189 SH   DFND   2,362,238 0 1,285,951
BANK NEW YORK MELLON CORP COM 064058100 655,082 16,861,815 SH   DFND   10,959,705 0 5,902,110
BB&T CORP COM 054937107 595,631 16,726,498 SH   DFND   10,760,200 0 5,966,298
DELPHI AUTOMOTIVE PLC SHS G27823106 564,506 9,017,671 SH   DFND   5,903,852 0 3,113,819
EMERSON ELEC CO COM 291011104 671,700 12,877,689 SH   DFND   8,455,376 0 4,422,313
FIDELITY NATL INFORMATION SV COM 31620M106 742,155 10,072,675 SH   DFND   6,579,398 0 3,493,277
FISERV INC COM 337738108 705,232 6,486,086 SH   DFND   4,178,505 0 2,307,581
GRAINGER W W INC COM 384802104 678,812 2,987,072 SH   DFND   1,952,241 0 1,034,831
HCA HOLDINGS INC COM 40412C101 693,603 9,006,659 SH   DFND   5,898,189 0 3,108,470
OMNICOM GROUP INC COM 681919106 358,952 4,404,856 SH   DFND   2,879,854 0 1,525,002
ORACLE CORP COM 68389X105 696,583 17,018,878 SH   DFND   11,106,427 0 5,912,451
PARKER HANNIFIN CORP COM 701094104 658,916 6,098,252 SH   DFND   3,992,429 0 2,105,823
PFIZER INC COM 717081103 677,338 19,237,090 SH   DFND   12,549,938 0 6,687,152
PROGRESSIVE CORP OHIO COM 743315103 675,949 20,177,587 SH   DFND   13,151,724 0 7,025,863
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 109,834 2,759,638 SH   DFND   1,800,362 0 959,276
TE CONNECTIVITY LTD REG SHS H84989104 586,865 10,276,043 SH   DFND   6,695,205 0 3,580,838
THERMO FISHER SCIENTIFIC INC COM 883556102 728,540 4,930,562 SH   DFND   3,220,087 0 1,710,475
TIME WARNER INC COM NEW 887317303 669,303 9,101,208 SH   DFND   5,897,301 0 3,203,907
UNITEDHEALTH GROUP INC COM 91324P102 758,928 5,374,841 SH   DFND   3,498,130 0 1,876,711
WELLS FARGO & CO NEW COM 949746101 587,125 12,404,919 SH   DFND   8,125,153 0 4,279,766
WILLIS TOWERS WATSON PUB LTD SHS G96629103 631,334 5,078,706 SH   DFND   3,306,965 0 1,771,741
ZIMMER BIOMET HLDGS INC COM 98956P102 766,008 6,363,253 SH   DFND   4,132,308 0 2,230,945