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 35,372 662,894 SH   DFND   662,894 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 23,960 177,392 SH   DFND   177,392 0 0
AFLAC INC COM 001055102 10,419 128,016 SH   DFND   128,016 0 0
AIR PRODS & CHEMS INC COM 009158106 7,136 47,190 SH   DFND   47,190 0 0
AMERICAN STS WTR CO COM 029899101 3,402 69,072 SH   DFND   69,072 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,357 41,492 SH   DFND   41,492 0 0
AMPHENOL CORP NEW CL A 032095101 7,438 87,879 SH   DFND   87,879 0 0
APTARGROUP INC COM 038336103 7,043 81,596 SH   DFND   81,596 0 0
AUTOLIV INC COM 052800109 3,812 30,845 SH   DFND   30,845 0 0
BARD C R INC COM 067383109 153,739 479,686 SH   DFND   479,686 0 0
BB&T CORP COM 054937107 7,371 157,023 SH   DFND   157,023 0 0
BECTON DICKINSON & CO PFD SHS CONV A 075887208 49,998 909,888 SH   DFND   909,888 0 0
BEMIS INC COM 081437105 7,204 158,085 SH   DFND   158,085 0 0
BERKLEY W R CORP COM 084423102 6,827 102,291 SH   DFND   102,291 0 0
BOSTON PROPERTIES INC COM 101121101 3,572 29,066 SH   DFND   29,066 0 0
BROWN FORMAN CORP CL B 115637209 7,189 132,401 SH   DFND   132,401 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 25,250 661,848 SH   DFND   661,848 0 0
CERNER CORP COM 156782104 3,727 52,251 SH   DFND   52,251 0 0
CHUBB LIMITED COM H1467J104 3,459 24,264 SH   DFND   24,264 0 0
CLOROX CO DEL COM 189054109 3,234 24,515 SH   DFND   24,515 0 0
COLGATE PALMOLIVE CO COM 194162103 3,506 48,124 SH   DFND   48,124 0 0
COMMERCE BANCSHARES INC COM 200525103 57,563 996,414 SH   DFND   996,414 0 0
CVS HEALTH CORP COM 126650100 3,604 44,314 SH   DFND   44,314 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 66,657 504,483 SH   DFND   504,483 0 0
DOVER CORP COM 260003108 3,648 39,912 SH   DFND   39,912 0 0
ECOLAB INC COM 278865100 6,685 51,978 SH   DFND   51,978 0 0
EMERSON ELEC CO COM 291011104 24,213 385,314 SH   DFND   385,314 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 44,207 1,454,176 SH   DFND   1,454,176 0 0
FASTENAL CO COM 311900104 3,604 79,077 SH   DFND   79,077 0 0
FLUOR CORP NEW COM 343412102 3,640 86,455 SH   DFND   86,455 0 0
FRANKS INTL N V COM N33462107 19,632 2,543,024 SH   DFND   2,543,024 0 0
GLOBUS MED INC CL A 379577208 23,090 776,919 SH   DFND   776,919 0 0
HEALTHCARE RLTY TR COM 421946104 3,310 102,357 SH   DFND   102,357 0 0
HEARTLAND EXPRESS INC COM 422347104 36,941 1,472,932 SH   DFND   1,472,932 0 0
HERSHEY CO COM 427866108 3,527 32,304 SH   DFND   32,304 0 0
HUB GROUP INC CL A 443320106 73,493 1,711,119 SH   DFND   1,711,119 0 0
HUBBELL INC COM 443510607 7,048 60,750 SH   DFND   60,750 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,873 70,873 SH   DFND   70,873 0 0
ITT INC COM 45073V108 7,507 169,580 SH   DFND   169,580 0 0
JOHNSON & JOHNSON COM 478160104 31,583 242,930 SH   DFND   242,930 0 0
KELLOGG CO COM 487836108 3,180 50,983 SH   DFND   50,983 0 0
KIMBERLY CLARK CORP COM 494368103 35,755 303,831 SH   DFND   303,831 0 0
LINDSAY CORP COM 535555106 7,257 78,965 SH   DFND   78,965 0 0
M & T BK CORP COM 55261F104 34,527 214,401 SH   DFND   214,401 0 0
MARKEL CORP COM 570535104 3,061 2,866 SH   DFND   2,866 0 0
METLIFE INC COM 59156R108 34,749 668,886 SH   DFND   668,886 0 0
MIDDLESEX WATER CO COM 596680108 3,416 86,990 SH   DFND   86,990 0 0
NATIONAL FUEL GAS CO N J COM 636180101 10,255 181,152 SH   DFND   181,152 0 0
NIKE INC CL B 654106103 3,315 63,926 SH   DFND   63,926 0 0
NORTHERN TR CORP COM 665859104 62,047 674,933 SH   DFND   674,933 0 0
PATTERSON COMPANIES INC COM 703395103 8,859 229,209 SH   DFND   229,209 0 0
PENTAIR PLC SHS G7S00T104 3,691 54,312 SH   DFND   54,312 0 0
PRAXAIR INC COM 74005P104 49,660 355,373 SH   DFND   355,373 0 0
PROCTER AND GAMBLE CO COM 742718109 60,738 667,598 SH   DFND   667,598 0 0
RAYONIER INC COM 754907103 6,810 235,717 SH   DFND   235,717 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 3,645 26,123 SH   DFND   26,123 0 0
ROCKWELL COLLINS INC COM 774341101 72,762 556,671 SH   DFND   556,671 0 0
SANDERSON FARMS INC COM 800013104 4,144 25,656 SH   DFND   25,656 0 0
SCHWAB CHARLES CORP NEW COM 808513105 3,577 81,787 SH   DFND   81,787 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 7,549 153,932 SH   DFND   153,932 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 56,775 1,559,765 SH   DFND   1,559,765 0 0
SMUCKER J M CO COM NEW 832696405 6,858 65,355 SH   DFND   65,355 0 0
STRYKER CORP COM 863667101 3,497 24,624 SH   DFND   24,624 0 0
SYSCO CORP COM 871829107 6,956 128,927 SH   DFND   128,927 0 0
TRAVELERS COMPANIES INC COM 89417E109 44,604 364,052 SH   DFND   364,052 0 0
UMB FINL CORP COM 902788108 40,981 550,158 SH   DFND   550,158 0 0
UNITED BANKSHARES INC WEST V COM 909907107 3,686 99,217 SH   DFND   99,217 0 0
UNITED PARCEL SERVICE INC CL B 911312106 22,736 189,328 SH   DFND   189,328 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 3,434 30,952 SH   DFND   30,952 0 0
UNUM GROUP COM 91529Y106 7,265 142,095 SH   DFND   142,095 0 0
V F CORP COM 918204108 3,520 55,368 SH   DFND   55,368 0 0
WATERS CORP COM 941848103 3,359 18,710 SH   DFND   18,710 0 0
WOODWARD INC COM 980745103 4,867 62,709 SH   DFND   62,709 0 0
XILINX INC COM 983919101 3,763 53,133 SH   DFND   53,133 0 0
XYLEM INC COM 98419M100 7,253 115,803 SH   DFND   115,803 0 0