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 84,444 400,758 SH   SOLE   380,139 5,070 15,549
ADOBE SYS INC COM 00724F101 70,793 262,244 SH   SOLE   248,566 3,513 10,165
AERCAP HOLDINGS NV SHS N00985106 408 7,100 SH   SOLE   7,100 0 0
AIR PRODS & CHEMS INC COM 009158106 62,035 371,353 SH   SOLE   351,576 4,774 15,003
ALPHABET INC CAP STK CL A 02079K305 53,679 44,470 SH   SOLE   42,218 464 1,788
ALPHABET INC CAP STK CL C 02079K107 90,888 76,154 SH   SOLE   71,973 1,187 2,994
AMAZON COM INC COM 023135106 162,932 81,344 SH   SOLE   77,125 1,087 3,132
AMDOCS LTD SHS G02602103 191 2,900 SH   SOLE   2,900 0 0
AMERICAN ELEC PWR INC COM 025537101 174 2,450 SH   SOLE   2,450 0 0
APPLE INC COM 037833100 77,937 345,251 SH   SOLE   327,832 4,353 13,066
ASHLAND GLOBAL HLDGS INC COM 044186104 209 2,488 SH   SOLE   2,488 0 0
AT&T INC COM 00206R102 149 4,430 SH   SOLE   4,430 0 0
BANK NEW YORK MELLON CORP COM 064058100 816 16,000 SH   SOLE   16,000 0 0
BANKUNITED INC COM 06652K103 208 5,875 SH   SOLE   5,875 0 0
BECTON DICKINSON & CO COM 075887109 76,876 294,544 SH   SOLE   278,744 4,000 11,800
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,200 10 SH   SOLE   8 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 239 1,115 SH   SOLE   1,115 0 0
BEST BUY INC COM 086516101 147 1,850 SH   SOLE   1,850 0 0
BORGWARNER INC COM 099724106 51,361 1,200,581 SH   SOLE   1,137,198 15,425 47,958
CABOT OIL & GAS CORP COM 127097103 430 19,075 SH   SOLE   19,075 0 0
CELGENE CORP COM 151020104 51,505 575,537 SH   SOLE   545,074 7,758 22,705
CERNER CORP COM 156782104 171 2,654 SH   SOLE   2,654 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 320 2,720 SH   SOLE   2,720 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 33,917 74,621 SH   SOLE   70,651 969 3,001
CIENA CORP COM NEW 171779309 166 5,300 SH   SOLE   5,300 0 0
CISCO SYS INC COM 17275R102 94,738 1,947,330 SH   SOLE   1,844,837 25,662 76,831
COMCAST CORP NEW CL A 20030N101 72,145 2,037,431 SH   SOLE   1,929,548 27,379 80,504
CONOCOPHILLIPS COM 20825C104 186 2,400 SH   SOLE   2,400 0 0
COSTCO WHSL CORP NEW COM 22160K105 105,492 449,133 SH   SOLE   425,932 5,560 17,641
CVS HEALTH CORP COM 126650100 421 5,350 SH   SOLE   5,350 0 0
DANONE-SPONS ADR Common Stocks 23636T100 65,706 4,240,670 SH   SOLE   4,021,432 56,864 162,374
DOLLAR GEN CORP NEW COM 256677105 68,621 627,821 SH   SOLE   595,794 7,718 24,309
ECOLAB INC COM 278865100 80,334 512,398 SH   SOLE   486,153 6,497 19,748
ENVISION HEALTHCARE CORP COM 29414D100 306 6,700 SH   SOLE   6,700 0 0
EOG RES INC COM 26875P101 676 5,300 SH   SOLE   5,300 0 0
EXXON MOBIL CORP COM 30231G102 39 456 SH   SOLE   456 0 0
FACEBOOK INC CL A 30303M102 78,467 477,121 SH   SOLE   451,771 6,365 18,985
FEDEX CORP COM 31428X106 76,179 316,373 SH   SOLE   299,557 4,130 12,686
GENERAL DYNAMICS CORP COM 369550108 882 4,308 SH   SOLE   4,308 0 0
GILEAD SCIENCES INC COM 375558103 224 2,900 SH   SOLE   2,900 0 0
ILLINOIS TOOL WKS INC COM 452308109 55,822 395,563 SH   SOLE   374,412 5,298 15,853
INVITATION HOMES INC COM 46187W107 112 4,890 SH   SOLE   4,890 0 0
JOHNSON & JOHNSON COM 478160104 9,327 67,503 SH   OTR   0 67,503 0
JOHNSON & JOHNSON COM 478160104 72,036 521,355 SH   SOLE   487,105 9,125 25,125
JOHNSON CTLS INTL PLC SHS G51502105 214 6,100 SH   SOLE   6,100 0 0
JPMORGAN CHASE & CO COM 46625H100 118,467 1,049,865 SH   SOLE   994,308 13,281 42,276
LIONS GATE ENTMNT CORP CL A VTG 535919401 55 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 233 6,700 SH   SOLE   6,700 0 0
MASTERCARD INCORPORATED CL A 57636Q104 142,565 640,427 SH   SOLE   607,373 8,296 24,758
MICROSOFT CORP COM 594918104 114,257 999,016 SH   SOLE   948,413 12,622 37,981
NESTLE SA ADR Common Stocks 641069406 77,949 930,591 SH   SOLE   882,399 12,417 35,775
NETFLIX INC COM 64110L106 68,299 182,554 SH   SOLE   172,554 2,548 7,452
NIKE INC CL B 654106103 109,298 1,290,103 SH   SOLE   1,223,728 16,164 50,211
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 53,970 939,750 SH   SOLE   888,901 12,308 38,541
NOVARTIS A G SPONSORED ADR 66987V109 72,752 844,382 SH   SOLE   800,536 11,502 32,344
ON SEMICONDUCTOR CORP COM 682189105 177 9,600 SH   SOLE   9,600 0 0
PEPSICO INC COM 713448108 58,310 521,552 SH   SOLE   495,178 6,546 19,828
PFIZER INC COM 717081103 231 5,250 SH   SOLE   5,250 0 0
PROCTER AND GAMBLE CO COM 742718109 21 250 SH   SOLE   250 0 0
PROGRESSIVE CORP OHIO COM 743315103 123,603 1,739,906 SH   SOLE   1,647,977 22,551 69,378
RED HAT INC COM 756577102 51,767 379,860 SH   SOLE   359,132 5,072 15,656
ROCHE HOLDINGS LTD-SPONS ADR Common Stocks 771195104 51,766 1,701,467 SH   SOLE   1,613,687 22,147 65,633
ROPER TECHNOLOGIES INC COM 776696106 83,401 281,562 SH   SOLE   266,415 3,783 11,364
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 83,561 1,178,078 SH   SOLE   1,125,467 5,057 47,554
S&P GLOBAL INC COM 78409V104 82,351 421,472 SH   SOLE   399,251 5,484 16,737
SCHLUMBERGER LTD COM 806857108 59,993 984,787 SH   SOLE   942,338 4,096 38,353
SHOPIFY INC CL A 82509L107 68 412 SH   SOLE   412 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 333 3,675 SH   SOLE   3,675 0 0
SOUTHWESTERN ENERGY CO COM 845467109 49 9,643 SH   SOLE   9,643 0 0
STARWOOD PPTY TR INC COM 85571B105 245 11,400 SH   SOLE   11,400 0 0
TEXAS INSTRS INC COM 882508104 103,116 961,095 SH   SOLE   910,114 13,241 37,740
THERMO FISHER SCIENTIFIC INC COM 883556102 86,405 354,002 SH   SOLE   336,036 4,376 13,590
TJX COS INC NEW COM 872540109 104,338 931,427 SH   SOLE   883,686 11,646 36,095
UNILEVER N V N Y SHS NEW 904784709 14 250 SH   SOLE   250 0 0
UNION PAC CORP COM 907818108 101,106 620,930 SH   SOLE   587,176 8,456 25,298
UNITEDHEALTH GROUP INC COM 91324P102 95,844 360,261 SH   SOLE   340,599 5,220 14,442
US BANCORP DEL COM NEW 902973304 70,471 1,334,418 SH   SOLE   1,264,069 17,546 52,803
VALVOLINE INC COM 92047W101 147 6,829 SH   SOLE   6,829 0 0
VERISK ANALYTICS INC COM 92345Y106 54,960 455,909 SH   SOLE   432,357 5,830 17,722
WALMART INC COM 931142103 19 200 SH   SOLE   200 0 0
WELLS FARGO CO NEW COM 949746101 76,130 1,448,449 SH   SOLE   1,372,064 19,190 57,195
WESTERN DIGITAL CORP COM 958102105 294 5,014 SH   SOLE   5,014 0 0
WORKDAY INC CL A 98138H101 56,823 389,252 SH   SOLE   367,762 5,347 16,143
YUM BRANDS INC COM 988498101 71,295 784,236 SH   SOLE   744,090 9,924 30,222
ZIMMER BIOMET HLDGS INC COM 98956P102 256 1,950 SH   SOLE   1,950 0 0