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 132,457 2,505,341 SH   DFND 1,787,341 0 718,000
AGILENT TECHNOLOGIES INC COM 00846U101 143,749 2,718,918 SH   DFND 1 2,198,418 0 520,500
ALLERGAN PLC SHS G0177J108 119,639 500,751 SH   DFND 356,951 0 143,800
ALLERGAN PLC SHS G0177J108 129,901 543,700 SH   DFND 1 440,000 0 103,700
ALPHABET INC CAP STK CL A 02079K305 183,918 216,936 SH   DFND 154,622 0 62,314
ALPHABET INC CAP STK CL A 02079K305 200,411 236,389 SH   DFND 1 191,299 0 45,090
ALPHABET INC CAP STK CL C 02079K107 105,114 126,710 SH   DFND 90,355 0 36,355
ALPHABET INC CAP STK CL C 02079K107 113,716 137,080 SH   DFND 1 111,073 0 26,007
AMERICAN TOWER CORP NEW COM 03027X100 177,009 1,456,385 SH   DFND 1 1,178,385 0 278,000
AMERICAN TOWER CORP NEW COM 03027X100 162,665 1,338,367 SH   DFND 954,067 0 384,300
ANALOG DEVICES INC COM 032654105 263,589 3,216,467 SH   DFND 2,293,007 0 923,460
ANALOG DEVICES INC COM 032654105 285,619 3,485,282 SH   DFND 1 2,818,982 0 666,300
AON PLC SHS CL A G0408V102 60,556 510,200 SH   DFND 363,900 0 146,300
AON PLC SHS CL A G0408V102 65,712 553,640 SH   DFND 1 448,040 0 105,600
BAIDU INC SPON ADR REP A 056752108 178,402 1,034,092 SH   DFND 1 837,492 0 196,600
BAIDU INC SPON ADR REP A 056752108 164,372 952,773 SH   DFND 678,873 0 273,900
BECTON DICKINSON & CO COM 075887109 118,333 645,076 SH   DFND 460,076 0 185,000
BECTON DICKINSON & CO COM 075887109 128,289 699,351 SH   DFND 1 565,855 0 133,496
BITAUTO HLDGS LTD SPONSORED ADS 091727107 42,301 1,651,745 SH   DFND 1,177,670 0 474,075
BITAUTO HLDGS LTD SPONSORED ADS 091727107 45,829 1,789,490 SH   DFND 1 1,446,562 0 342,928
BROADCOM LTD SHS Y09827109 88,168 402,666 SH   DFND 303,666 0 99,000
BROADCOM LTD SHS Y09827109 101,216 462,260 SH   DFND 1 374,160 0 88,100
CBRE GROUP INC CL A 12504L109 147,626 4,243,360 SH   DFND 1 3,437,446 0 805,914
CBRE GROUP INC CL A 12504L109 135,950 3,907,730 SH   DFND 2,786,717 0 1,121,013
CIMPRESS N V SHS EURO N20146101 68,826 798,541 SH   DFND 1 646,921 0 151,620
CIMPRESS N V SHS EURO N20146101 63,298 734,406 SH   DFND 523,616 0 210,790
CME GROUP INC COM 12572Q105 152,876 1,286,838 SH   DFND 1 1,041,533 0 245,305
CME GROUP INC COM 12572Q105 140,459 1,182,316 SH   DFND 842,516 0 339,800
CREDIT ACCEP CORP MICH COM 225310101 40,644 203,820 SH   DFND 1 164,797 0 39,023
CREDIT ACCEP CORP MICH COM 225310101 37,482 187,967 SH   DFND 133,802 0 54,165
ECOLAB INC COM 278865100 194,922 1,555,146 SH   DFND 1 1,258,933 0 296,213
ECOLAB INC COM 278865100 178,641 1,425,248 SH   DFND 1,015,873 0 409,375
EQUIFAX INC COM 294429105 52,293 382,429 SH   DFND 274,964 0 107,465
EQUIFAX INC COM 294429105 55,720 407,490 SH   DFND 1 328,583 0 78,907
FIDELITY NATL INFORMATION SV COM 31620M106 214,719 2,696,800 SH   DFND 1,923,671 0 773,129
FIDELITY NATL INFORMATION SV COM 31620M106 232,655 2,922,065 SH   DFND 1 2,367,803 0 554,262
INTERCONTINENTAL EXCHANGE IN COM 45866F104 172,188 2,876,037 SH   DFND 2,051,037 0 825,000
INTERCONTINENTAL EXCHANGE IN COM 45866F104 187,081 3,124,784 SH   DFND 1 2,529,784 0 595,000
NXP SEMICONDUCTORS N V COM N6596X109 156,087 1,508,084 SH   DFND 1 1,219,278 0 288,806
NXP SEMICONDUCTORS N V COM N6596X109 146,649 1,416,897 SH   DFND 1,015,993 0 400,904
PRIMERICA INC COM 74164M108 41,799 508,501 SH   DFND 362,101 0 146,400
PRIMERICA INC COM 74164M108 45,340 551,579 SH   DFND 1 445,898 0 105,681
S&P GLOBAL INC COM 78409V104 232,592 1,779,045 SH   DFND 1,267,936 0 511,109
S&P GLOBAL INC COM 78409V104 252,867 1,934,121 SH   DFND 1 1,565,801 0 368,320
SABRE CORP COM 78573M104 43,138 2,035,750 SH   DFND 1 1,644,137 0 391,613
SABRE CORP COM 78573M104 40,629 1,917,370 SH   DFND 1,373,865 0 543,505
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 132,235 3,028,050 SH   DFND 1 2,449,652 0 578,398
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 121,627 2,785,136 SH   DFND 1,984,480 0 800,656
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 154,133 3,691,820 SH   DFND 1 2,989,032 0 702,788
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 141,777 3,395,853 SH   DFND 2,420,843 0 975,010
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 31,865 900,131 SH   DFND 641,731 0 258,400
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 34,587 977,029 SH   DFND 1 790,957 0 186,072
TRINET GROUP INC COM 896288107 62,427 2,160,120 SH   DFND 1,540,235 0 619,885
TRINET GROUP INC COM 896288107 67,513 2,336,106 SH   DFND 1 1,889,636 0 446,470
VISA INC COM CL A 92826C839 161,017 1,811,828 SH   DFND 1 1,466,828 0 345,000
VISA INC COM CL A 92826C839 148,650 1,672,669 SH   DFND 1,193,469 0 479,200
WILLIS TOWERS WATSON PUB LTD SHS G96629103 198,317 1,515,143 SH   DFND 1,079,830 0 435,313
WILLIS TOWERS WATSON PUB LTD SHS G96629103 215,694 1,647,901 SH   DFND 1 1,334,298 0 313,603
ZOETIS INC CL A 98978V103 147,009 2,754,521 SH   DFND 1,963,021 0 791,500
ZOETIS INC CL A 98978V103 159,557 2,989,644 SH   DFND 1 2,418,344 0 571,300