The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ECOLAB INC | COM | 278865100 | 222,732 | 1,119,538 | SH | DFND | 1 | 957,210 | 0 | 162,328 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 272,754 | 1,054,979 | SH | DFND | 1 | 902,124 | 0 | 152,855 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 206,591 | 2,255,361 | SH | DFND | 1 | 1,929,192 | 0 | 326,169 | |
| BRUNSWICK CORP | COM | 117043109 | 132,129 | 2,064,192 | SH | DFND | 1,593,632 | 0 | 470,560 | ||
| BROADCOM INC | COM | 11135F101 | 186,621 | 591,301 | SH | DFND | 1 | 505,888 | 0 | 85,413 | |
| MOODYS CORP | COM | 615369105 | 81,950 | 298,292 | SH | DFND | 230,046 | 0 | 68,246 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 276,520 | 2,062,195 | SH | DFND | 1 | 1,763,717 | 0 | 298,478 | |
| AON PLC | SHS CL A | G0403H108 | 135,108 | 701,494 | SH | DFND | 541,666 | 0 | 159,828 | ||
| PRIMERICA INC | COM | 74164M108 | 61,909 | 530,956 | SH | DFND | 409,885 | 0 | 121,071 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 178,655 | 493,060 | SH | DFND | 1 | 421,804 | 0 | 71,256 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 43,040 | 847,087 | SH | DFND | 1 | 725,715 | 0 | 121,372 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 107,858 | 1,899,904 | SH | DFND | 1,467,022 | 0 | 432,882 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 119,340 | 84,422 | SH | DFND | 65,155 | 0 | 19,267 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 238,878 | 168,455 | SH | DFND | 130,001 | 0 | 38,454 | ||
| AUTODESK INC | COM | 052769106 | 154,172 | 644,560 | SH | DFND | 497,116 | 0 | 147,444 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 269,824 | 1,043,646 | SH | DFND | 805,810 | 0 | 237,836 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 176,745 | 487,788 | SH | DFND | 376,807 | 0 | 110,981 | ||
| ARMSTRONG WORLD INDS INC | COM | 04247X102 | 49,651 | 636,873 | SH | DFND | 491,387 | 0 | 145,486 | ||
| AUTODESK INC | COM | 052769106 | 156,479 | 654,205 | SH | DFND | 1 | 559,550 | 0 | 94,655 | |
| BRUNSWICK CORP | COM | 117043109 | 133,978 | 2,093,085 | SH | DFND | 1 | 1,790,438 | 0 | 302,647 | |
| CME GROUP INC | COM | 12572Q105 | 151,644 | 932,961 | SH | DFND | 1 | 797,641 | 0 | 135,320 | |
| VISA INC | COM CL A | 92826C839 | 253,815 | 1,313,947 | SH | DFND | 1 | 1,123,633 | 0 | 190,314 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 120,751 | 85,420 | SH | DFND | 1 | 73,060 | 0 | 12,360 | |
| EQUIFAX INC | COM | 294429105 | 200,037 | 1,163,820 | SH | DFND | 1 | 995,108 | 0 | 168,712 | |
| CME GROUP INC | COM | 12572Q105 | 149,554 | 920,108 | SH | DFND | 709,927 | 0 | 210,181 | ||
| ECOLAB INC | COM | 278865100 | 220,058 | 1,106,096 | SH | DFND | 853,806 | 0 | 252,290 | ||
| FASTENAL CO | COM | 311900104 | 134,049 | 3,129,055 | SH | DFND | 1 | 2,676,754 | 0 | 452,301 | |
| BROADCOM INC | COM | 11135F101 | 184,168 | 583,529 | SH | DFND | 450,515 | 0 | 133,014 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 118,866 | 2,104,561 | SH | DFND | 1 | 1,800,535 | 0 | 304,026 | |
| ARMSTRONG WORLD INDS INC | COM | 04247X102 | 50,218 | 644,157 | SH | DFND | 1 | 550,685 | 0 | 93,472 | |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 272,330 | 2,030,950 | SH | DFND | 1,566,991 | 0 | 463,959 | ||
| MOODYS CORP | COM | 615369105 | 82,969 | 302,003 | SH | DFND | 1 | 258,173 | 0 | 43,830 | |
| PRIMERICA INC | COM | 74164M108 | 62,721 | 537,915 | SH | DFND | 1 | 459,947 | 0 | 77,968 | |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 234,770 | 1,192,028 | SH | DFND | 1 | 1,019,418 | 0 | 172,610 | |
| ENTEGRIS INC | COM | 29362U104 | 78,894 | 1,336,047 | SH | DFND | 1 | 1,142,312 | 0 | 193,735 | |
| BECTON DICKINSON & CO | COM | 075887109 | 144,447 | 603,697 | SH | DFND | 466,057 | 0 | 137,640 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 60,612 | 144,656 | SH | DFND | 111,574 | 0 | 33,082 | ||
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 231,917 | 1,177,541 | SH | DFND | 908,782 | 0 | 268,759 | ||
| APPLIED MATLS INC | COM | 038222105 | 119,144 | 1,970,947 | SH | DFND | 1,520,975 | 0 | 449,972 | ||
| TRINET GROUP INC | COM | 896288107 | 124,701 | 2,046,294 | SH | DFND | 1 | 1,750,167 | 0 | 296,127 | |
| MICROSOFT CORP | COM | 594918104 | 68,420 | 336,199 | SH | DFND | 259,746 | 0 | 76,453 | ||
| CBRE GROUP INC | CL A | 12504L109 | 152,827 | 3,379,631 | SH | DFND | 2,607,470 | 0 | 772,161 | ||
| EQUIFAX INC | COM | 294429105 | 197,555 | 1,149,379 | SH | DFND | 887,016 | 0 | 262,363 | ||
| APPLIED MATLS INC | COM | 038222105 | 120,775 | 1,997,925 | SH | DFND | 1 | 1,710,087 | 0 | 287,838 | |
| FASTENAL CO | COM | 311900104 | 132,468 | 3,092,160 | SH | DFND | 2,386,668 | 0 | 705,492 | ||
| S&P GLOBAL INC | COM | 78409V104 | 431,870 | 1,310,761 | SH | DFND | 1,011,747 | 0 | 299,014 | ||
| ZOETIS INC | CL A | 98978V103 | 200,934 | 1,466,240 | SH | DFND | 1,131,383 | 0 | 334,857 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 52,066 | 1,246,496 | SH | DFND | 961,094 | 0 | 285,402 | ||
| MICROSOFT CORP | COM | 594918104 | 68,821 | 338,168 | SH | DFND | 1 | 288,933 | 0 | 49,235 | |
| ENTEGRIS INC | COM | 29362U104 | 78,233 | 1,324,858 | SH | DFND | 1,023,769 | 0 | 301,089 | ||
| VERISIGN INC | COM | 92343E102 | 153,874 | 743,964 | SH | DFND | 574,460 | 0 | 169,504 | ||
| ANALOG DEVICES INC | COM | 032654105 | 304,341 | 2,481,583 | SH | DFND | 1,916,508 | 0 | 565,075 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 61,808 | 147,509 | SH | DFND | 1 | 126,311 | 0 | 21,198 | |
| VERISIGN INC | COM | 92343E102 | 155,966 | 754,080 | SH | DFND | 1 | 644,969 | 0 | 109,111 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 42,625 | 838,919 | SH | DFND | 648,328 | 0 | 190,591 | ||
| FACEBOOK INC | CL A | 30303M102 | 117,992 | 519,629 | SH | DFND | 1 | 444,292 | 0 | 75,337 | |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 182,408 | 2,064,134 | SH | DFND | 1,592,687 | 0 | 471,447 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 241,989 | 170,649 | SH | DFND | 1 | 145,922 | 0 | 24,727 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 108,707 | 1,914,861 | SH | DFND | 1 | 1,636,918 | 0 | 277,943 | |
| CBRE GROUP INC | CL A | 12504L109 | 154,982 | 3,427,285 | SH | DFND | 1 | 2,930,899 | 0 | 496,386 | |
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 117,371 | 2,078,091 | SH | DFND | 1,604,893 | 0 | 473,198 | ||
| S&P GLOBAL INC | COM | 78409V104 | 437,604 | 1,328,165 | SH | DFND | 1 | 1,135,832 | 0 | 192,333 | |
| FACEBOOK INC | CL A | 30303M102 | 116,523 | 513,160 | SH | DFND | 395,920 | 0 | 117,240 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 146,094 | 610,582 | SH | DFND | 1 | 521,980 | 0 | 88,602 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 203,870 | 2,225,649 | SH | DFND | 1,718,326 | 0 | 507,323 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 52,947 | 1,267,587 | SH | DFND | 1 | 1,083,023 | 0 | 184,564 | |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 184,981 | 2,093,250 | SH | DFND | 1 | 1,790,525 | 0 | 302,725 | |
| TRINET GROUP INC | COM | 896288107 | 122,963 | 2,017,778 | SH | DFND | 1,556,665 | 0 | 461,113 | ||
| ZOETIS INC | CL A | 98978V103 | 203,799 | 1,487,152 | SH | DFND | 1 | 1,272,345 | 0 | 214,807 | |
| VISA INC | COM CL A | 92826C839 | 251,243 | 1,300,633 | SH | DFND | 1,004,301 | 0 | 296,332 | ||
| AON PLC | SHS CL A | G0403H108 | 136,773 | 710,138 | SH | DFND | 1 | 607,512 | 0 | 102,626 | |
| ANALOG DEVICES INC | COM | 032654105 | 307,749 | 2,509,366 | SH | DFND | 1 | 2,146,005 | 0 | 363,361 | |