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
3M CO COM 88579Y101 66,276 336,903 SH   SOLE   319,432 4,760 12,711
ADOBE SYS INC COM 00724F101 64,648 265,156 SH   SOLE   250,986 4,005 10,165
AERCAP HOLDINGS NV SHS N00985106 384 7,100 SH   SOLE   7,100 0 0
AIR PRODS & CHEMS INC COM 009158106 58,247 374,028 SH   SOLE   353,596 5,429 15,003
ALPHABET INC CAP STK CL A 02079K305 51,169 45,315 SH   SOLE   42,829 698 1,788
ALPHABET INC CAP STK CL C 02079K107 85,963 77,052 SH   SOLE   72,878 1,187 2,987
AMAZON COM INC COM 023135106 140,113 82,429 SH   SOLE   78,087 1,241 3,101
AMDOCS LTD SHS G02602103 192 2,900 SH   SOLE   2,900 0 0
AMERICAN ELEC PWR INC COM 025537101 170 2,450 SH   SOLE   2,450 0 0
APPLE INC COM 037833100 64,533 348,619 SH   SOLE   330,466 4,957 13,196
ASHLAND GLOBAL HLDGS INC COM 044186104 195 2,488 SH   SOLE   2,488 0 0
AT&T INC COM 00206R102 181 5,630 SH   SOLE   5,630 0 0
BANK NEW YORK MELLON CORP COM 064058100 863 16,000 SH   SOLE   16,000 0 0
BANKUNITED INC COM 06652K103 240 5,875 SH   SOLE   5,875 0 0
BECTON DICKINSON & CO COM 075887109 71,606 298,905 SH   SOLE   282,541 4,564 11,800
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,820 10 SH   SOLE   8 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 208 1,115 SH   SOLE   1,115 0 0
BEST BUY INC COM 086516101 138 1,850 SH   SOLE   1,850 0 0
BORGWARNER INC COM 099724106 52,420 1,214,555 SH   SOLE   1,149,066 17,531 47,958
CABOT OIL & GAS CORP COM 127097103 454 19,075 SH   SOLE   19,075 0 0
CELGENE CORP COM 151020104 46,487 585,329 SH   SOLE   553,771 8,853 22,705
CERNER CORP COM 156782104 60,673 1,014,764 SH   SOLE   958,885 15,143 40,736
CHECK POINT SOFTWARE TECH LT ORD M22465104 266 2,720 SH   SOLE   2,720 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 32,548 75,452 SH   SOLE   71,349 1,102 3,001
CIENA CORP COM NEW 171779309 141 5,300 SH   SOLE   5,300 0 0
CISCO SYS INC COM 17275R102 84,786 1,970,402 SH   SOLE   1,863,894 29,227 77,281
COMCAST CORP NEW CL A 20030N101 67,578 2,059,689 SH   SOLE   1,950,033 31,219 78,437
CONOCOPHILLIPS COM 20825C104 167 2,400 SH   SOLE   2,400 0 0
COSTCO WHSL CORP NEW COM 22160K105 94,965 454,422 SH   SOLE   430,335 6,321 17,766
CVS HEALTH CORP COM 126650100 344 5,350 SH   SOLE   5,350 0 0
DANONE-SPONS ADR Common Stocks 23636T100 62,961 4,288,650 SH   SOLE   4,061,343 64,933 162,374
DOLLAR GEN CORP NEW COM 256677105 62,638 635,269 SH   SOLE   602,187 8,773 24,309
ECOLAB INC COM 278865100 72,795 518,744 SH   SOLE   491,724 7,397 19,623
ENVISION HEALTHCARE CORP COM 29414D100 295 6,700 SH   SOLE   6,700 0 0
EOG RES INC COM 26875P101 659 5,300 SH   SOLE   5,300 0 0
EXXON MOBIL CORP COM 30231G102 38 456 SH   SOLE   456 0 0
FACEBOOK INC CL A 30303M102 93,961 483,538 SH   SOLE   457,298 7,255 18,985
FEDEX CORP COM 31428X106 72,831 320,755 SH   SOLE   303,362 4,707 12,686
GENERAL DYNAMICS CORP COM 369550108 803 4,308 SH   SOLE   4,308 0 0
GILEAD SCIENCES INC COM 375558103 205 2,900 SH   SOLE   2,900 0 0
INVITATION HOMES INC COM 46187W107 113 4,890 SH   SOLE   4,890 0 0
JOHNSON & JOHNSON COM 478160104 64,514 531,679 SH   SOLE   495,892 10,412 25,375
JOHNSON & JOHNSON COM 478160104 6,131 50,527 SH   OTR   0 50,527 0
JOHNSON CTLS INTL PLC SHS G51502105 204 6,100 SH   SOLE   6,100 0 0
JPMORGAN CHASE & CO COM 46625H100 111,161 1,066,809 SH   SOLE   1,009,442 15,091 42,276
LIONS GATE ENTMNT CORP CL A VTG 535919401 56 2,275 SH   SOLE   2,275 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 53 2,275 SH   SOLE   2,275 0 0
MACYS INC COM 55616P104 251 6,700 SH   SOLE   6,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 127,743 650,026 SH   SOLE   615,818 9,450 24,758
MAXIM INTEGRATED PRODS INC COM 57772K101 38 650 SH   SOLE   650 0 0
MICROSOFT CORP COM 594918104 99,241 1,006,404 SH   SOLE   954,062 14,361 37,981
NESTLE SA ADR Common Stocks 641069406 72,879 941,029 SH   SOLE   891,601 14,169 35,259
NETFLIX INC COM 64110L106 72,331 184,787 SH   SOLE   174,427 2,908 7,452
NIKE INC CL B 654106103 104,017 1,305,440 SH   SOLE   1,236,435 18,394 50,611
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 44,878 949,801 SH   SOLE   898,123 14,005 37,673
NOVARTIS A G SPONSORED ADR 66987V109 64,486 853,665 SH   SOLE   808,568 13,121 31,976
NUANCE COMMUNICATIONS INC COM 67020Y100 121 8,750 SH   SOLE   8,750 0 0
ON SEMICONDUCTOR CORP COM 682189105 213 9,600 SH   SOLE   9,600 0 0
PEPSICO INC COM 713448108 57,771 530,643 SH   SOLE   503,142 7,448 20,053
PFIZER INC COM 717081103 190 5,250 SH   SOLE   5,250 0 0
PROCTER AND GAMBLE CO COM 742718109 20 250 SH   SOLE   250 0 0
PROGRESSIVE CORP OHIO COM 743315103 103,642 1,752,188 SH   SOLE   1,658,226 25,639 68,323
RED HAT INC COM 756577102 27,953 208,027 SH   SOLE   196,505 3,088 8,434
ROCHE HOLDINGS LTD-SPONS ADR Common Stocks 771195104 47,939 1,726,634 SH   SOLE   1,635,776 25,225 65,633
ROPER TECHNOLOGIES INC COM 776696106 78,531 284,627 SH   SOLE   269,008 4,306 11,313
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 87,036 1,198,021 SH   SOLE   1,145,410 5,057 47,554
S&P GLOBAL INC COM 78409V104 87,329 428,312 SH   SOLE   405,333 6,242 16,737
SCHLUMBERGER LTD COM 806857108 66,836 997,113 SH   SOLE   954,664 4,096 38,353
SHOPIFY INC CL A 82509L107 22,542 154,515 SH   SOLE   146,086 2,277 6,152
SKYWORKS SOLUTIONS INC COM 83088M102 548 5,675 SH   SOLE   5,675 0 0
SOUTHWESTERN ENERGY CO COM 845467109 18,949 3,575,300 SH   SOLE   3,418,627 14,510 142,163
STARWOOD PPTY TR INC COM 85571B105 247 11,400 SH   SOLE   11,400 0 0
TEXAS INSTRS INC COM 882508104 107,387 974,036 SH   SOLE   920,889 15,107 38,040
THERMO FISHER SCIENTIFIC INC COM 883556102 74,243 358,418 SH   SOLE   339,764 4,974 13,680
TJX COS INC NEW COM 872540109 89,893 944,450 SH   SOLE   894,895 13,240 36,315
UNILEVER N V N Y SHS NEW 904784709 14 250 SH   SOLE   250 0 0
UNION PAC CORP COM 907818108 89,037 628,438 SH   SOLE   593,299 9,641 25,498
UNITEDHEALTH GROUP INC COM 91324P102 89,497 364,789 SH   SOLE   344,423 5,969 14,397
US BANCORP DEL COM NEW 902973304 67,770 1,354,863 SH   SOLE   1,282,081 19,979 52,803
VALVOLINE INC COM 92047W101 147 6,829 SH   SOLE   6,829 0 0
VERISK ANALYTICS INC COM 92345Y106 36,378 337,960 SH   SOLE   320,084 4,804 13,072
WALMART INC COM 931142103 17 200 SH   SOLE   200 0 0
WELLS FARGO CO NEW COM 949746101 81,354 1,467,417 SH   SOLE   1,388,391 21,831 57,195
WESTERN DIGITAL CORP COM 958102105 388 5,014 SH   SOLE   5,014 0 0
WORKDAY INC CL A 98138H101 47,956 395,940 SH   SOLE   373,700 6,097 16,143
YUM BRANDS INC COM 988498101 62,031 793,030 SH   SOLE   751,215 11,293 30,522
ZIMMER BIOMET HLDGS INC COM 98956P102 217 1,950 SH   SOLE   1,950 0 0