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 COMMON STOCK 88579Y101 1,964 14,384 SH   SOLE   14,384 0 0
ABBOTT LABS COMMON STOCK 002824100 566 7,168 SH   SOLE   7,168 0 0
ACCENTURE PLC COMMON STOCK G1151C101 408 2,502 SH   DFND   2,502 0 0
AERIE PHARMACEUTICALS INC COMMON STOCK 00771V108 586 43,384 SH   SOLE   43,384 0 0
ALLY FINL INC COMMON STOCK 02005N100 144 10,000 SH   SOLE   10,000 0 0
ALPHABET INC COMMON STOCK 02079K107 1,470 1,264 SH   SOLE   1,264 0 0
ALPHABET INC COMMON STOCK 02079K305 1,520 1,308 SH   SOLE   1,308 0 0
AMAZON COM INC COMMON STOCK 023135106 764 392 SH   SOLE   392 0 0
AMERCO COMMON STOCK 023586100 1,489 5,124 SH   SOLE   5,124 0 0
AMERIPRISE FINL INC COMMON STOCK 03076C106 298 2,905 SH   SOLE   2,905 0 0
APPLE INC COMMON STOCK 037833100 1,685 6,627 SH   SOLE   6,627 0 0
APPLIED MATERIALS INC COMMON STOCK 038222105 320 6,982 SH   SOLE   6,982 0 0
ARAMARK COMMON STOCK 03852U106 2,896 145,006 SH   DFND   145,006 0 0
AUTOMATIC DATA PROCESSING INC COMMON STOCK 053015103 4,761 34,832 SH   SOLE   34,832 0 0
AXCELLA HEALTH INC COMMON STOCK 05454B105 55 16,114 SH   SOLE   16,114 0 0
BALL CORP COMMON STOCK 058498106 200,096 3,094,584 SH   DFND   3,094,584 0 0
BECTON DICKINSON & CO COMMON STOCK 075887109 10,880 47,350 SH   SOLE   47,350 0 0
BERKLEY W R CORP COMMON STOCK 084423102 4,556 87,330 SH   DFND   87,330 0 0
BERKSHIRE HATHAWAY INC COMMON STOCK 084670108 4,624 17 SH   SOLE   17 0 0
BERKSHIRE HATHAWAY INC COMMON STOCK 084670702 3,387 18,525 SH   SOLE   18,525 0 0
BANK AMER CORP COMMON STOCK 060505104 62,073 2,923,811 SH   DFND   2,923,811 0 0
BLACKSTONE GROUP INC COMMON STOCK 09260D107 92,962 2,039,980 SH   DFND   2,039,980 0 0
BOOKING HLDGS INC COMMON STOCK 09857L108 37,817 28,110 SH   DFND   28,110 0 0
BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 399 7,156 SH   SOLE   7,156 0 0
CADENCE BANCORPORATION COMMON STOCK 12739A100 1,340 204,550 SH   SOLE   204,550 0 0
CANADA GOOSE HOLDINGS INC COMMON STOCK 135086106 3,123 157,017 SH   DFND   157,017 0 0
CANTEL MEDICAL CORP COMMON STOCK 138098108 312 8,697 SH   SOLE   8,697 0 0
CARMAX INC COMMON STOCK 143130102 24,450 454,201 SH   DFND   454,201 0 0
CERNER CORP COMMON STOCK 156782104 348 5,528 SH   SOLE   5,528 0 0
CINTAS CORP COMMON STOCK 172908105 66,135 381,800 SH   DFND   381,800 0 0
CITIGROUP INC COMMON STOCK 172967424 228 5,411 SH   SOLE   5,411 0 0
COCA COLA CO COMMON STOCK 191216100 12,733 287,759 SH   SOLE   287,759 0 0
COSTCO WHSL CORP NEW COMMON STOCK 22160K105 119,799 420,154 SH   DFND   420,154 0 0
CSX CORP COMMON STOCK 126408103 97,406 1,699,928 SH   DFND   1,699,928 0 0
DANAHER CORP DEL COMMON STOCK 235851102 265 1,911 SH   SOLE   1,911 0 0
DARDEN RESTAURANTS INC COMMON STOCK 237194105 506 9,286 SH   DFND   9,286 0 0
DEERE & CO COMMON STOCK 244199105 49,302 356,848 SH   DFND   356,848 0 0
DELTA AIR LINES INC DEL COMMON STOCK 247361702 36,567 1,281,719 SH   DFND   1,281,719 0 0
DISNEY WALT CO COMMON STOCK 254687106 25,933 268,461 SH   DFND   268,461 0 0
DOLLAR GENERAL CORP COMMON STOCK 256677105 231 1,527 SH   SOLE   1,527 0 0
DOMINOS PIZZA INC COMMON STOCK 25754A201 73,282 226,130 SH   DFND   226,130 0 0
ECOLAB INC COMMON STOCK 278865100 7,457 47,851 SH   DFND   47,851 0 0
ENERGY TRANSFER LP MLP 29273V100 602 130,960 SH   SOLE   130,960 0 0
ENTERPRISE PRODUCTS PARTNERS LP MLP 293792107 927 64,814 SH   SOLE   64,814 0 0
EXXON MOBIL CORP COMMON STOCK 30231G102 335 8,816 SH   SOLE   8,816 0 0
FACEBOOK INC COMMON STOCK 30303M102 480 2,876 SH   SOLE   2,876 0 0
FASTENAL CO COMMON STOCK 311900104 499 15,970 SH   SOLE   15,970 0 0
FIFTH THIRD BANCORP COMMON STOCK 316773100 154 10,367 SH   SOLE   10,367 0 0
FIRST LONG IS CORP COMMON STOCK 320734106 2,305 132,873 SH   DFND   132,873 0 0
FORD MTR CO DEL COMMON STOCK 345370860 62 12,800 SH   SOLE   12,800 0 0
GOODYEAR TIRE & RUBR CO COMMON STOCK 382550101 58 10,000 SH   SOLE   10,000 0 0
HASBRO INC COMMON STOCK 418056107 2,708 37,853 SH   DFND   37,853 0 0
HEICO CORP NEW COMMON STOCK 422806109 6,729 90,185 SH   DFND   90,185 0 0
HERSHEY CO COMMON STOCK 427866108 1,441 10,872 SH   SOLE   10,872 0 0
HOME DEPOT INC COMMON STOCK 437076102 147,576 790,403 SH   DFND   790,403 0 0
HONEYWELL INTL INC COMMON STOCK 438516106 1,577 11,788 SH   SOLE   11,788 0 0
HYATT HOTELS CORP COMMON STOCK 448579102 5,152 107,557 SH   DFND   107,557 0 0
IDEXX LABS INC COMMON STOCK 45168D104 6,372 26,304 SH   SOLE   26,304 0 0
IHEARTMEDIA INC COMMON STOCK 45174J509 3,388 463,495 SH   DFND   463,495 0 0
INGEVITY CORP COMMON STOCK 45688C107 16,853 478,771 SH   DFND   478,771 0 0
INTUIT COMMON STOCK 461202103 57,012 247,877 SH   DFND   247,877 0 0
ISHARES RUSSELL 1000 ETF ETP 464287622 3,008 21,250 SH   SOLE   21,250 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 1,146 8,739 SH   SOLE   8,739 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 69,983 777,334 SH   DFND   777,334 0 0
KANSAS CITY SOUTHERN COMMON STOCK 485170302 34,486 271,156 SH   DFND   271,156 0 0
LAUDER ESTEE COS INC COMMON STOCK 518439104 38,887 244,050 SH   DFND   244,050 0 0
LINDE PLC COMMON STOCK G5494J103 5,540 32,024 SH   DFND   32,024 0 0
LOCKHEED MARTIN CORP COMMON STOCK 539830109 8,795 25,948 SH   SOLE   25,948 0 0
MAGELLAN MIDSTREAM PARTNERS LP MLP 559080106 421 11,525 SH   SOLE   11,525 0 0
MASTERCARD INC COMMON STOCK 57636Q104 134,618 557,287 SH   DFND   557,287 0 0
MCDONALDS CORP COMMON STOCK 580135101 21,307 128,860 SH   DFND   128,860 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 2,593 28,749 SH   SOLE   28,749 0 0
MERCK & CO INC COMMON STOCK 58933Y105 1,842 23,940 SH   SOLE   23,940 0 0
METTLER TOLEDO INTERNATIONAL COMMON STOCK 592688105 83,900 121,505 SH   DFND   121,505 0 0
MICROSOFT CORP COMMON STOCK 594918104 200,962 1,274,253 SH   DFND   1,274,253 0 0
MOODYS CORP COMMON STOCK 615369105 72,190 341,324 SH   DFND   341,324 0 0
MPLX LP MLP 55336V100 415 35,718 SH   SOLE   35,718 0 0
NEW MOUNTAIN FINANCE CORP COMMON STOCK 647551100 2,842 417,899 SH   DFND   417,899 0 0
NIKE INC COMMON STOCK 654106103 286 3,458 SH   SOLE   3,458 0 0
NORDSTROM INC COMMON STOCK 655664100 2,487 162,135 SH   DFND   162,135 0 0
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 23,282 77,336 SH   DFND   77,336 0 0
OLIN CORP COMMON STOCK 680665205 117 10,000 SH   SOLE   10,000 0 0
PAYCHEX INC COMMON STOCK 704326107 2,718 43,201 SH   SOLE   43,201 0 0
PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 6,395 66,798 SH   SOLE   66,798 0 0
PEPSICO INC COMMON STOCK 713448108 10,016 83,400 SH   SOLE   83,400 0 0
PFIZER INC COMMON STOCK 717081103 221 6,762 SH   SOLE   6,762 0 0
POOL CORPORATION COMMON STOCK 73278L105 33,242 168,936 SH   DFND   168,936 0 0
PPG INDUSTRIES INC COMMON STOCK 693506107 214 2,565 SH   SOLE   2,565 0 0
PROCTER & GAMBLE CO COMMON STOCK 742718109 602 5,475 SH   SOLE   5,475 0 0
REDWOOD TR INC REIT 758075402 192 38,000 SH   SOLE   38,000 0 0
REPUBLIC SVCS INC COMMON STOCK 760759100 83,583 1,113,550 SH   DFND   1,113,550 0 0
RPM INTL INC COMMON STOCK 749685103 8,791 147,743 SH   DFND   147,743 0 0
SHERWIN WILLIAMS CO COMMON STOCK 824348106 195,315 425,042 SH   DFND   425,042 0 0
SKYLINE CHAMPION CORPORATION COMMON STOCK 830830105 1,554 99,124 SH   DFND   99,124 0 0
SKYWORKS SOLUTIONS INC COMMON STOCK 83088M102 7,417 82,979 SH   DFND   82,979 0 0
SONOCO PRODS CO COMMON STOCK 835495102 928 20,011 SH   DFND   20,011 0 0
SPDR S&P 500 ETF TR ETP 78462F103 816 3,165 SH   SOLE   3,165 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 3,693 36,951 SH   SOLE   36,951 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 62,321 219,749 SH   DFND   219,749 0 0
TJX COS INC NEW COMMON STOCK 872540109 1,809 37,841 SH   SOLE   37,841 0 0
TORO CO COMMON STOCK 891092108 38,113 585,541 SH   DFND   585,541 0 0
TRACTOR SUPPLY CO COMMON STOCK 892356106 6,456 76,352 SH   DFND   76,352 0 0
ULTA BEAUTY INC COMMON STOCK 90384S303 43,609 248,201 SH   DFND   248,201 0 0
UNION PACIFIC CORP COMMON STOCK 907818108 107,101 759,363 SH   DFND   759,363 0 0
UNITED PARCEL SERVICE INC COMMON STOCK 911312106 2,148 22,992 SH   SOLE   22,992 0 0
UNITED STATES OIL FUND ETP 91232N207 211 50,000 SH Call SOLE   50,000 0 0
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 1,074 4,308 SH   SOLE   4,308 0 0
US BANCORP DEL COMMON STOCK 902973304 20,089 583,148 SH   DFND   583,148 0 0
VISA INC COMMON STOCK 92826C839 27,676 171,774 SH   DFND   171,774 0 0
WALMART INC COMMON STOCK 931142103 313 2,751 SH   SOLE   2,751 0 0
WASTE MGMT INC DEL COMMON STOCK 94106L109 220 2,374 SH   SOLE   2,374 0 0
WELLS FARGO CO 7.50 PERCENT SERIES L (CONV PREFERRED) PREFERRED STOCK 949746804 4,918 3,860 SH   SOLE   3,860 0 0
WESTERN MIDSTREAM PARTNERS LP MLP 958669103 49 15,022 SH   SOLE   15,022 0 0
WOODWARD INC COMMON STOCK 980745103 2,537 42,675 SH   DFND   42,675 0 0
XYLEM INC COMMON STOCK 98419M100 2,709 41,593 SH   SOLE   41,593 0 0
YUM BRANDS INC COMMON STOCK 988498101 618 9,017 SH   SOLE   9,017 0 0
ZOETIS INC COMMON STOCK 98978V103 42,703 362,846 SH   DFND   362,846 0 0