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 147,726 2,490,741 SH   DFND 1,772,741 0 718,000
AGILENT TECHNOLOGIES INC COM 00846U101 149,611 2,522,518 SH   DFND 1 2,067,018 0 455,500
ALLERGAN PLC SHS G0177J108 121,217 498,651 SH   DFND 354,851 0 143,800
ALLERGAN PLC SHS G0177J108 122,469 503,800 SH   DFND 1 412,700 0 91,100
ALPHABET INC CAP STK CL A 02079K305 203,919 219,343 SH   DFND 1 179,703 0 39,640
ALPHABET INC CAP STK CL C 02079K107 114,291 125,770 SH   DFND 89,415 0 36,355
ALPHABET INC CAP STK CL C 02079K107 115,481 127,080 SH   DFND 1 104,073 0 23,007
ALPHABET INC CAP STK CL A 02079K305 200,603 215,776 SH   DFND 153,462 0 62,314
AMERICAN TOWER CORP NEW COM 03027X100 177,997 1,345,200 SH   DFND 1 1,101,200 0 244,000
AMERICAN TOWER CORP NEW COM 03027X100 176,312 1,332,467 SH   DFND 948,167 0 384,300
ANALOG DEVICES INC COM 032654105 251,374 3,231,033 SH   DFND 1 2,645,733 0 585,300
ANALOG DEVICES INC COM 032654105 248,265 3,191,067 SH   DFND 2,267,607 0 923,460
AON PLC SHS CL A G0408V102 67,552 508,100 SH   DFND 361,800 0 146,300
AON PLC SHS CL A G0408V102 68,225 513,160 SH   DFND 1 420,560 0 92,600
BAIDU INC SPON ADR REP A 056752108 170,902 955,507 SH   DFND 1 782,707 0 172,800
BAIDU INC SPON ADR REP A 056752108 169,376 946,973 SH   DFND 673,073 0 273,900
BECTON DICKINSON & CO COM 075887109 125,080 641,076 SH   DFND 456,076 0 185,000
BECTON DICKINSON & CO COM 075887109 126,695 649,351 SH   DFND 1 532,155 0 117,196
BITAUTO HLDGS LTD SPONSORED ADS 091727107 54,302 1,888,749 SH   DFND 1,343,079 0 545,670
BITAUTO HLDGS LTD SPONSORED ADS 091727107 54,966 1,911,863 SH   DFND 1 1,564,808 0 347,055
BROADCOM LTD SHS Y09827109 93,026 399,166 SH   DFND 300,166 0 99,000
BROADCOM LTD SHS Y09827109 99,615 427,440 SH   DFND 1 350,140 0 77,300
CBRE GROUP INC CL A 12504L109 142,804 3,923,188 SH   DFND 1 3,212,774 0 710,414
CBRE GROUP INC CL A 12504L109 141,259 3,880,730 SH   DFND 2,759,717 0 1,121,013
CIMPRESS N V SHS EURO N20146101 68,856 728,406 SH   DFND 517,616 0 210,790
CIMPRESS N V SHS EURO N20146101 69,593 736,203 SH   DFND 1 602,783 0 133,420
CME GROUP INC COM 12572Q105 147,284 1,176,016 SH   DFND 836,216 0 339,800
CME GROUP INC COM 12572Q105 149,191 1,191,238 SH   DFND 1 974,933 0 216,305
CREDIT ACCEP CORP MICH COM 225310101 48,041 186,827 SH   DFND 132,662 0 54,165
CREDIT ACCEP CORP MICH COM 225310101 48,854 189,991 SH   DFND 1 155,698 0 34,293
ECOLAB INC COM 278865100 191,149 1,439,916 SH   DFND 1 1,179,203 0 260,713
ECOLAB INC COM 278865100 188,379 1,419,048 SH   DFND 1,009,673 0 409,375
EQUIFAX INC COM 294429105 62,922 457,880 SH   DFND 1 374,981 0 82,899
EQUIFAX INC COM 294429105 62,117 452,021 SH   DFND 321,621 0 130,400
FIDELITY NATL INFORMATION SV COM 31620M106 231,732 2,713,491 SH   DFND 1 2,223,229 0 490,262
FIDELITY NATL INFORMATION SV COM 31620M106 229,026 2,681,800 SH   DFND 1,908,671 0 773,129
INTERACTIVE BROKERS GROUP IN COM 45841N107 36,645 979,276 SH   DFND 1 800,800 0 178,476
INTERACTIVE BROKERS GROUP IN COM 45841N107 35,422 946,615 SH   DFND 670,798 0 275,817
INTERCONTINENTAL EXCHANGE IN COM 45866F104 188,501 2,859,537 SH   DFND 2,034,537 0 825,000
INTERCONTINENTAL EXCHANGE IN COM 45866F104 190,913 2,896,134 SH   DFND 1 2,372,134 0 524,000
NXP SEMICONDUCTORS N V COM N6596X109 153,957 1,406,643 SH   DFND 1 1,152,837 0 253,806
NXP SEMICONDUCTORS N V COM N6596X109 152,004 1,388,797 SH   DFND 987,893 0 400,904
PRIMERICA INC COM 74164M108 38,799 512,199 SH   DFND 1 419,418 0 92,781
PRIMERICA INC COM 74164M108 38,443 507,501 SH   DFND 361,101 0 146,400
S&P GLOBAL INC COM 78409V104 258,131 1,768,145 SH   DFND 1,257,036 0 511,109
S&P GLOBAL INC COM 78409V104 261,408 1,790,588 SH   DFND 1 1,466,268 0 324,320
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 118,383 2,771,136 SH   DFND 1,970,480 0 800,656
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 119,687 2,801,656 SH   DFND 1 2,293,658 0 507,998
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 132,249 3,374,553 SH   DFND 2,399,543 0 975,010
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 134,129 3,422,534 SH   DFND 1 2,802,746 0 619,788
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 34,601 900,834 SH   DFND 1 738,062 0 162,772
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 34,394 895,431 SH   DFND 637,031 0 258,400
TRINET GROUP INC COM 896288107 69,877 2,134,313 SH   DFND 1,512,923 0 621,390
TRINET GROUP INC COM 896288107 73,360 2,240,682 SH   DFND 1 1,837,663 0 403,019
VISA INC COM CL A 92826C839 157,328 1,677,628 SH   DFND 1 1,374,128 0 303,500
VISA INC COM CL A 92826C839 155,738 1,660,669 SH   DFND 1,181,469 0 479,200
WILLIS TOWERS WATSON PUB LTD SHS G96629103 221,843 1,525,110 SH   DFND 1 1,249,207 0 275,903
WILLIS TOWERS WATSON PUB LTD SHS G96629103 219,113 1,506,343 SH   DFND 1,071,030 0 435,313
ZOETIS INC CL A 98978V103 170,860 2,739,021 SH   DFND 1,947,521 0 791,500
ZOETIS INC CL A 98978V103 173,076 2,774,544 SH   DFND 1 2,272,544 0 502,000