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 125,737 2,759,818 SH   DFND 1 2,229,718 0 530,100
AGILENT TECHNOLOGIES INC COM 00846U101 114,180 2,506,143 SH   DFND 1,788,143 0 718,000
ALLERGAN PLC SHS G0177J108 95,555 455,000 SH   DFND 324,600 0 130,400
ALLERGAN PLC SHS G0177J108 104,820 499,120 SH   DFND 1 403,520 0 95,600
ALPHABET INC CAP STK CL A 02079K305 171,377 216,262 SH   DFND 153,948 0 62,314
ALPHABET INC CAP STK CL A 02079K305 190,385 240,249 SH   DFND 1 194,359 0 45,890
ALPHABET INC CAP STK CL C 02079K107 112,984 146,387 SH   DFND 104,502 0 41,885
ALPHABET INC CAP STK CL C 02079K107 123,970 160,620 SH   DFND 1 129,803 0 30,817
AMERICAN TOWER CORP NEW COM 03027X100 156,109 1,477,185 SH   DFND 1 1,193,785 0 283,400
AMERICAN TOWER CORP NEW COM 03027X100 141,727 1,341,100 SH   DFND 956,800 0 384,300
ANALOG DEVICES INC COM 032654105 256,841 3,536,782 SH   DFND 1 2,859,482 0 677,300
ANALOG DEVICES INC COM 032654105 233,628 3,217,125 SH   DFND 2,293,665 0 923,460
AON PLC SHS CL A G0408V102 30,227 271,020 SH   DFND 1 219,220 0 51,800
AON PLC SHS CL A G0408V102 27,368 245,386 SH   DFND 175,286 0 70,100
BAIDU INC SPON ADR REP A 056752108 156,745 953,380 SH   DFND 679,480 0 273,900
BAIDU INC SPON ADR REP A 056752108 172,267 1,047,792 SH   DFND 1 847,692 0 200,100
BECTON DICKINSON & CO COM 075887109 81,326 491,250 SH   DFND 350,550 0 140,700
BECTON DICKINSON & CO COM 075887109 89,439 540,251 SH   DFND 1 436,655 0 103,596
BITAUTO HLDGS LTD SPONSORED ADS 091727107 34,588 1,826,190 SH   DFND 1 1,476,862 0 349,328
BITAUTO HLDGS LTD SPONSORED ADS 091727107 31,427 1,659,271 SH   DFND 1,185,196 0 474,075
CBRE GROUP INC CL A 12504L109 123,075 3,908,381 SH   DFND 2,787,368 0 1,121,013
CBRE GROUP INC CL A 12504L109 135,355 4,298,360 SH   DFND 1 3,478,446 0 819,914
CIMPRESS N V SHS EURO N20146101 74,080 808,641 SH   DFND 1 654,221 0 154,420
CIMPRESS N V SHS EURO N20146101 67,386 735,572 SH   DFND 524,782 0 210,790
CME GROUP INC COM 12572Q105 150,132 1,301,538 SH   DFND 1 1,051,933 0 249,605
CME GROUP INC COM 12572Q105 136,644 1,184,600 SH   DFND 844,800 0 339,800
CREDIT ACCEP CORP MICH COM 225310101 40,928 188,168 SH   DFND 134,003 0 54,165
CREDIT ACCEP CORP MICH COM 225310101 45,138 207,520 SH   DFND 1 167,797 0 39,723
ECOLAB INC COM 278865100 167,274 1,427,005 SH   DFND 1,017,630 0 409,375
ECOLAB INC COM 278865100 184,674 1,575,446 SH   DFND 1 1,274,233 0 301,213
EQUIFAX INC COM 294429105 31,282 264,590 SH   DFND 1 214,590 0 50,000
EQUIFAX INC COM 294429105 28,422 240,400 SH   DFND 171,500 0 68,900
FIDELITY NATL INFORMATION SV COM 31620M106 228,136 3,016,076 SH   DFND 2,151,947 0 864,129
FIDELITY NATL INFORMATION SV COM 31620M106 250,260 3,308,565 SH   DFND 1 2,675,803 0 632,762
HARLEY DAVIDSON INC COM 412822108 151,682 2,599,964 SH   DFND 1,853,513 0 746,451
HARLEY DAVIDSON INC COM 412822108 166,730 2,857,908 SH   DFND 1 2,310,165 0 547,743
INTERCONTINENTAL EXCHANGE IN COM 45866F104 162,524 2,880,601 SH   DFND 2,055,601 0 825,000
INTERCONTINENTAL EXCHANGE IN COM 45866F104 178,568 3,164,984 SH   DFND 1 2,559,984 0 605,000
NXP SEMICONDUCTORS N V COM N6596X109 137,236 1,400,229 SH   DFND 999,325 0 400,904
NXP SEMICONDUCTORS N V COM N6596X109 150,650 1,537,084 SH   DFND 1 1,243,278 0 293,806
PRIMERICA INC COM 74164M108 35,260 509,900 SH   DFND 363,500 0 146,400
PRIMERICA INC COM 74164M108 38,626 558,579 SH   DFND 1 450,898 0 107,681
S&P GLOBAL INC COM 78409V104 191,643 1,782,061 SH   DFND 1,270,952 0 511,109
S&P GLOBAL INC COM 78409V104 210,824 1,960,421 SH   DFND 1 1,586,101 0 374,320
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 108,638 2,789,159 SH   DFND 1,988,503 0 800,656
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 119,539 3,069,050 SH   DFND 1 2,480,652 0 588,398
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 141,056 3,744,520 SH   DFND 1 3,029,732 0 714,788
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 128,003 3,398,009 SH   DFND 2,422,999 0 975,010
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 28,315 990,029 SH   DFND 1 800,957 0 189,072
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 25,796 901,957 SH   DFND 643,557 0 258,400
TRINET GROUP INC COM 896288107 55,505 2,166,481 SH   DFND 1,546,596 0 619,885
TRINET GROUP INC COM 896288107 61,081 2,384,106 SH   DFND 1 1,929,636 0 454,470
VISA INC COM CL A 92826C839 112,747 1,445,100 SH   DFND 1,030,900 0 414,200
VISA INC COM CL A 92826C839 123,999 1,589,328 SH   DFND 1 1,285,328 0 304,000
WILLIS TOWERS WATSON PUB LTD SHS G96629103 203,878 1,667,301 SH   DFND 1 1,348,698 0 318,603
WILLIS TOWERS WATSON PUB LTD SHS G96629103 185,685 1,518,521 SH   DFND 1,083,208 0 435,313
ZOETIS INC CL A 98978V103 147,825 2,761,542 SH   DFND 1,970,042 0 791,500
ZOETIS INC CL A 98978V103 162,739 3,040,144 SH   DFND 1 2,458,844 0 581,300