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
ABBOTT LABS COM 002824100 38,661 795,335 SH   DFND   795,335 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 21,868 176,808 SH   DFND   176,808 0 0
AFLAC INC COM 001055102 9,066 116,716 SH   DFND   116,716 0 0
AIR PRODS & CHEMS INC COM 009158106 5,929 41,446 SH   DFND   41,446 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,930 37,594 SH   DFND   37,594 0 0
AMPHENOL CORP NEW CL A 032095101 6,008 81,392 SH   DFND   81,392 0 0
APTARGROUP INC COM 038336103 6,076 69,946 SH   DFND   69,946 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,953 59,235 SH   DFND   59,235 0 0
BARD C R INC COM 067383109 102,747 325,036 SH   DFND   325,036 0 0
BB&T CORP COM 054937107 6,161 135,671 SH   DFND   135,671 0 0
BECTON DICKINSON & CO PFD SHS CONV A 075887208 35,911 657,835 SH   DFND   657,835 0 0
BEMIS INC COM 081437105 5,967 129,024 SH   DFND   129,024 0 0
BERKLEY W R CORP COM 084423102 6,045 87,393 SH   DFND   87,393 0 0
BOK FINL CORP COM NEW 05561Q201 3,176 37,754 SH   DFND   37,754 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 11,815 321,059 SH   DFND   321,059 0 0
CERNER CORP COM 156782104 8,474 127,482 SH   DFND   127,482 0 0
CHUBB LIMITED COM H1467J104 3,051 20,986 SH   DFND   20,986 0 0
CLOROX CO DEL COM 189054109 2,935 22,028 SH   DFND   22,028 0 0
COMMERCE BANCSHARES INC COM 200525103 54,296 955,417 SH   DFND   955,417 0 0
COMPASS MINERALS INTL INC COM 20451N101 31,640 484,532 SH   DFND   484,532 0 0
CVS HEALTH CORP COM 126650100 2,973 36,956 SH   DFND   36,956 0 0
DEERE & CO COM 244199105 3,128 25,307 SH   DFND   25,307 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 75,168 627,287 SH   DFND   627,287 0 0
DOVER CORP COM 260003108 3,060 38,146 SH   DFND   38,146 0 0
ECOLAB INC COM 278865100 3,054 23,009 SH   DFND   23,009 0 0
EMERSON ELEC CO COM 291011104 22,687 380,520 SH   DFND   380,520 0 0
FASTENAL CO COM 311900104 3,048 70,028 SH   DFND   70,028 0 0
FLUOR CORP NEW COM 343412102 6,062 132,422 SH   DFND   132,422 0 0
FRANKS INTL N V COM N33462107 58,750 7,086,834 SH   DFND   7,086,834 0 0
FULLER H B CO COM 359694106 16,343 319,763 SH   DFND   319,763 0 0
GENERAL MLS INC COM 370334104 5,870 105,954 SH   DFND   105,954 0 0
GENUINE PARTS CO COM 372460105 25,257 272,286 SH   DFND   272,286 0 0
GLOBUS MED INC CL A 379577208 8,376 252,671 SH   DFND   252,671 0 0
GRAINGER W W INC COM 384802104 2,953 16,355 SH   DFND   16,355 0 0
HALLIBURTON CO COM 406216101 3,045 71,305 SH   DFND   71,305 0 0
HEALTHCARE RLTY TR COM 421946104 3,004 87,959 SH   DFND   87,959 0 0
HEARTLAND EXPRESS INC COM 422347104 55,702 2,675,421 SH   DFND   2,675,421 0 0
HERSHEY CO COM 427866108 2,949 27,464 SH   DFND   27,464 0 0
HUB GROUP INC CL A 443320106 58,199 1,517,579 SH   DFND   1,517,579 0 0
HUBBELL INC COM 443510607 6,042 53,387 SH   DFND   53,387 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,143 67,223 SH   DFND   67,223 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,019 22,360 SH   DFND   22,360 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 630 7,487 SH   DFND   7,487 0 0
ITT INC COM 45073V108 6,035 150,206 SH   DFND   150,206 0 0
JOHNSON & JOHNSON COM 478160104 15,767 119,186 SH   DFND   119,186 0 0
KELLOGG CO COM 487836108 2,944 42,378 SH   DFND   42,378 0 0
KIMBERLY CLARK CORP COM 494368103 3,011 23,319 SH   DFND   23,319 0 0
LINDSAY CORP COM 535555106 4,614 51,697 SH   DFND   51,697 0 0
M & T BK CORP COM 55261F104 8,866 54,746 SH   DFND   54,746 0 0
MARKEL CORP COM 570535104 2,663 2,729 SH   DFND   2,729 0 0
METLIFE INC COM 59156R108 17,320 315,259 SH   DFND   315,259 0 0
MIDDLESEX WATER CO COM 596680108 3,011 76,036 SH   DFND   76,036 0 0
MONSANTO CO NEW COM 61166W101 3,098 26,171 SH   DFND   26,171 0 0
NATIONAL FUEL GAS CO N J COM 636180101 30,778 551,183 SH   DFND   551,183 0 0
NORTHERN TR CORP COM 665859104 55,674 572,716 SH   DFND   572,716 0 0
PATTERSON COMPANIES INC COM 703395103 30,132 641,779 SH   DFND   641,779 0 0
PRAXAIR INC COM 74005P104 45,273 341,550 SH   DFND   341,550 0 0
PROCTER AND GAMBLE CO COM 742718109 60,810 697,767 SH   DFND   697,767 0 0
RAYONIER INC COM 754907103 6,008 208,824 SH   DFND   208,824 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 3,033 23,624 SH   DFND   23,624 0 0
ROCKWELL COLLINS INC COM 774341101 3,103 29,526 SH   DFND   29,526 0 0
SANDERSON FARMS INC COM 800013104 3,041 26,295 SH   DFND   26,295 0 0
SCHLUMBERGER LTD COM 806857108 27,908 423,879 SH   DFND   423,879 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 6,071 138,885 SH   DFND   138,885 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 53,974 1,548,745 SH   DFND   1,548,745 0 0
SMUCKER J M CO COM NEW 832696405 2,899 24,502 SH   DFND   24,502 0 0
STERIS PLC SHS USD G84720104 3,071 37,685 SH   DFND   37,685 0 0
STRYKER CORP COM 863667101 3,083 22,218 SH   DFND   22,218 0 0
SYSCO CORP COM 871829107 5,891 117,044 SH   DFND   117,044 0 0
TRAVELERS COMPANIES INC COM 89417E109 35,822 283,114 SH   DFND   283,114 0 0
UMB FINL CORP COM 902788108 3,102 41,436 SH   DFND   41,436 0 0
UNILEVER N V N Y SHS NEW 904784709 5,344 96,687 SH   DFND   96,687 0 0
UNITED PARCEL SERVICE INC CL B 911312106 21,942 198,407 SH   DFND   198,407 0 0
V F CORP COM 918204108 3,124 54,241 SH   DFND   54,241 0 0
WATERS CORP COM 941848103 3,083 16,768 SH   DFND   16,768 0 0
WHOLE FOODS MKT INC COM 966837106 102,820 2,441,692 SH   DFND   2,441,692 0 0
WOODWARD INC COM 980745103 2,985 44,167 SH   DFND   44,167 0 0
XILINX INC COM 983919101 2,991 46,504 SH   DFND   46,504 0 0
XYLEM INC COM 98419M100 6,197 111,800 SH   DFND   111,800 0 0