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 3,567 22,865 SH   SOLE   22,865 0 0
ABBOTT LABORATORIES COMMON STOCK 002824100 2,455 26,855 SH   SOLE   26,855 0 0
ABBVIE INC COMMON STOCK 00287Y109 838 8,533 SH   SOLE   8,533 0 0
ACCENTURE PLC COMMON STOCK G1151C101 228 1,062 SH   SOLE   1,062 0 0
ADAPTIVE BIOTECHNOLOGIES CORP COMMON STOCK 00650F109 2,099 43,392 SH   DFND   43,392 0 0
ADOBE INC COMMON STOCK 00724F101 407 934 SH   SOLE   934 0 0
AERIE PHARMACEUTICALS INC COMMON STOCK 00771V108 537 36,381 SH   SOLE   36,381 0 0
ALPHABET INC COMMON STOCK 02079K107 2,543 1,799 SH   SOLE   1,799 0 0
ALPHABET INC COMMON STOCK 02079K305 3,561 2,511 SH   SOLE   2,511 0 0
AMAZON.COM INC COMMON STOCK 023135106 1,757 637 SH   SOLE   637 0 0
AMERCO COMMON STOCK 023586100 2,755 9,117 SH   SOLE   9,117 0 0
AMERICAN AIRLINES 6.5 07/01/25 CORP CONV BOND 02376RAF9 470 500,000 PRN   SOLE   500,000 0 0
AMERICAN AIRLINES GROUP INC COMMON STOCK 02376R102 6,274 479,993 SH   SOLE   479,993 0 0
AMERICAN PUBLIC EDUCATION INC COMMON STOCK 02913V103 617 20,836 SH   DFND   20,836 0 0
AMERICAN TOWER CORP REIT 03027X100 423 1,635 SH   SOLE   1,635 0 0
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106 481 3,206 SH   SOLE   3,206 0 0
APPLE INC COMMON STOCK 037833100 4,246 11,639 SH   SOLE   11,639 0 0
APPLIED MATERIALS INC COMMON STOCK 038222105 422 6,982 SH   SOLE   6,982 0 0
AUTOMATIC DATA PROCESSING INC COMMON STOCK 053015103 3,395 22,803 SH   SOLE   22,803 0 0
AUTOZONE INC COMMON STOCK 053332102 417 370 SH   SOLE   370 0 0
BALL CORP COMMON STOCK 058498106 221,299 3,184,621 SH   DFND   3,184,621 0 0
BECTON DICKINSON AND CO COMMON STOCK 075887109 10,691 44,682 SH   SOLE   44,682 0 0
W R BERKLEY CORP COMMON STOCK 084423102 5,701 99,504 SH   DFND   99,504 0 0
BERKSHIRE HATHAWAY INC COMMON STOCK 084670108 4,544 17 SH   SOLE   17 0 0
BERKSHIRE HATHAWAY INC COMMON STOCK 084670702 2,920 16,360 SH   SOLE   16,360 0 0
BANK OF AMERICA CORP COMMON STOCK 060505104 3,282 138,180 SH   SOLE   138,180 0 0
BLACKROCK INC COMMON STOCK 09247X101 1,272 2,337 SH   SOLE   2,337 0 0
BLACKSTONE GROUP INC COMMON STOCK 09260D107 95,453 1,684,659 SH   DFND   1,684,659 0 0
BLACKSTONE MORTGAGE TRUST INC REIT 09257W100 845 35,077 SH   SOLE   35,077 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 3,455 2,170 SH   DFND   2,170 0 0
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 644 10,955 SH   SOLE   10,955 0 0
BROADCOM INC COMMON STOCK 11135F101 615 1,948 SH   SOLE   1,948 0 0
BROWN & BROWN INC COMMON STOCK 115236101 637 10,839 SH   DFND   10,839 0 0
BROWN-FORMAN CORP COMMON STOCK 115637209 268 4,209 SH   DFND   4,209 0 0
CAMBRIDGE BANCORP COMMON STOCK 132152109 725 12,239 SH   SOLE   12,239 0 0
CANADA GOOSE HOLDINGS INC COMMON STOCK 135086106 4,490 193,777 SH   DFND   193,777 0 0
CANADIAN NATIONAL RAILWAY CO COMMON STOCK 136375102 292 3,299 SH   DFND   3,299 0 0
CARMAX INC COMMON STOCK 143130102 23,815 265,939 SH   DFND   265,939 0 0
CINTAS CORP COMMON STOCK 172908105 104,154 391,027 SH   DFND   391,027 0 0
CISCO SYSTEMS INC COMMON STOCK 17275R102 335 7,181 SH   SOLE   7,181 0 0
CLOROX CO COMMON STOCK 189054109 1,724 7,859 SH   SOLE   7,859 0 0
COCA COLA CO COMMON STOCK 191216100 12,237 273,876 SH   SOLE   273,876 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105 128,558 423,991 SH   DFND   423,991 0 0
CROWN CASTLE INTL CORP REIT 22822V101 286 1,707 SH   SOLE   1,707 0 0
CSX CORP COMMON STOCK 126408103 95,400 1,367,932 SH   DFND   1,367,932 0 0
DANAHER CORP COMMON STOCK 235851102 338 1,911 SH   SOLE   1,911 0 0
DARDEN RESTAURANTS INC COMMON STOCK 237194105 232 3,064 SH   SOLE   3,064 0 0
DEERE & CO COMMON STOCK 244199105 46,460 295,643 SH   DFND   295,643 0 0
WALT DISNEY CORP COMMON STOCK 254687106 786 7,047 SH   SOLE   7,047 0 0
DOLLAR GENERAL CORP COMMON STOCK 256677105 291 1,527 SH   SOLE   1,527 0 0
DOMINO'S PIZZA INC COMMON STOCK 25754A201 69,962 189,372 SH   DFND   189,372 0 0
ECOLAB INC COMMON STOCK 278865100 10,414 52,343 SH   DFND   52,343 0 0
ENERGY TRANSFER LP MLP 29273V100 932 130,960 SH   SOLE   130,960 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 1,222 67,249 SH   SOLE   67,249 0 0
EXXON MOBIL CORP COMMON STOCK 30231G102 427 9,559 SH   SOLE   9,559 0 0
FACEBOOK INC COMMON STOCK 30303M102 653 2,876 SH   SOLE   2,876 0 0
FASTENAL CO COMMON STOCK 311900104 684 15,970 SH   SOLE   15,970 0 0
FIFTH THIRD BANCORP COMMON STOCK 316773100 200 10,367 SH   SOLE   10,367 0 0
FIRST LONG IS CORP COMMON STOCK 320734106 2,279 139,450 SH   DFND   139,450 0 0
FIVE BELOW INC COMMON STOCK 33829M101 40,020 374,338 SH   DFND   374,338 0 0
FLIR SYSTEMS INC COMMON STOCK 302445101 3,856 95,053 SH   DFND   95,053 0 0
FREQUENCY THERAPEUTICS INC COMMON STOCK 35803L108 460 19,795 SH   SOLE   19,795 0 0
HASBRO INC COMMON STOCK 418056107 3,713 49,540 SH   DFND   49,540 0 0
HEICO CORP COMMON STOCK 422806109 786 7,885 SH   SOLE   7,885 0 0
HERSHEY CO COMMON STOCK 427866108 2,322 17,914 SH   SOLE   17,914 0 0
HOME DEPOT INC COMMON STOCK 437076102 190,917 762,113 SH   DFND   762,113 0 0
HONEYWELL INTERNATIONAL INC COMMON STOCK 438516106 563 3,892 SH   SOLE   3,892 0 0
IDEXX LABORATORIES INC COMMON STOCK 45168D104 8,685 26,304 SH   SOLE   26,304 0 0
IHEARTMEDIA INC COMMON STOCK 45174J509 7,336 878,549 SH   DFND   878,549 0 0
INGEVITY CORP COMMON STOCK 45688C107 9,898 188,284 SH   DFND   188,284 0 0
INTEL CORP COMMON STOCK 458140100 881 14,732 SH   SOLE   14,732 0 0
INTUIT INC COMMON STOCK 461202103 68,621 231,680 SH   DFND   231,680 0 0
ISHARES FLOATING RATE BOND ETF ETP 46429B655 235 4,651 SH   SOLE   4,651 0 0
ISHARES RUSSELL 1000 ETF ETP 464287622 3,648 21,250 SH   SOLE   21,250 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 1,655 11,771 SH   SOLE   11,771 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 6,000 63,792 SH   SOLE   63,792 0 0
KANSAS CITY SOUTHERN COMMON STOCK 485170302 70,888 474,831 SH   DFND   474,831 0 0
LAM RESEARCH CORP COMMON STOCK 512807108 243 750 SH   SOLE   750 0 0
LAUDER ESTEE COS INC COMMON STOCK 518439104 12,551 66,519 SH   DFND   66,519 0 0
LINDE PLC COMMON STOCK G5494J103 5,755 27,134 SH   SOLE   27,134 0 0
LOCKHEED MARTIN CORP COMMON STOCK 539830109 9,559 26,195 SH   SOLE   26,195 0 0
MAGELLAN MIDSTREAM PARTNERS LP MLP 559080106 572 13,257 SH   SOLE   13,257 0 0
MARKEL CORP COMMON STOCK 570535104 342 215 SH   DFND   215 0 0
MARTIN MARIETTA MATERIALS INC COMMON STOCK 573284106 12,408 60,067 SH   DFND   60,067 0 0
MASTERCARD INC COMMON STOCK 57636Q104 175,098 592,146 SH   DFND   592,146 0 0
MCDONALD'S CORP COMMON STOCK 580135101 37,213 201,730 SH   DFND   201,730 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 2,679 29,219 SH   SOLE   29,219 0 0
MERCK & CO INC COMMON STOCK 58933Y105 5,909 76,410 SH   SOLE   76,410 0 0
METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105 97,243 120,716 SH   DFND   120,716 0 0
MICROSOFT CORP COMMON STOCK 594918104 236,727 1,163,220 SH   DFND   1,163,220 0 0
MOODY'S CORP COMMON STOCK 615369105 94,458 343,822 SH   DFND   343,822 0 0
MPLX LP MLP 55336V100 617 35,718 SH   SOLE   35,718 0 0
NEW MOUNTAIN FINANCE CORP COMMON STOCK 647551100 4,714 507,442 SH   DFND   507,442 0 0
NEXTERA ENERGY PARTNERS LP COMMON STOCK 65341B106 211 4,109 SH   SOLE   4,109 0 0
NIKE INC COMMON STOCK 654106103 463 4,718 SH   SOLE   4,718 0 0
NORDSTROM INC COMMON STOCK 655664100 1,917 123,782 SH   DFND   123,782 0 0
NORFOLK SOUTHERN CORP COMMON STOCK 655844108 664 3,780 SH   SOLE   3,780 0 0
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 39,989 94,834 SH   DFND   94,834 0 0
PAYCHEX INC COMMON STOCK 704326107 2,869 37,868 SH   SOLE   37,868 0 0
PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 10,680 61,297 SH   SOLE   61,297 0 0
PELOTON INTERACTIVE INC COMMON STOCK 70614W100 283 4,892 SH   SOLE   4,892 0 0
PEPSICO INC COMMON STOCK 713448108 91,975 695,411 SH   DFND   695,411 0 0
PFIZER INC COMMON STOCK 717081103 233 7,127 SH   SOLE   7,127 0 0
POOL CORP COMMON STOCK 73278L105 45,266 166,499 SH   DFND   166,499 0 0
PPG INDUSTRIES INC COMMON STOCK 693506107 272 2,565 SH   SOLE   2,565 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109 796 6,659 SH   SOLE   6,659 0 0
PROFOUND MEDICAL CORP COMMON STOCK 74319B502 508 30,000 SH   SOLE   30,000 0 0
RAYTHEON TECHNOLOGIES CORP COMMON STOCK 75513E101 344 5,577 SH   SOLE   5,577 0 0
REPUBLIC SERVICES INC COMMON STOCK 760759100 99,149 1,208,398 SH   DFND   1,208,398 0 0
ROPER TECHNOLOGIES INC COMMON STOCK 776696106 549 1,415 SH   SOLE   1,415 0 0
RPM INTERNATIONAL INC COMMON STOCK 749685103 9,126 121,582 SH   DFND   121,582 0 0
SANOFI ADR 80105N105 1,209 23,679 SH   SOLE   23,679 0 0
SHERWIN WILLIAMS CO COMMON STOCK 824348106 236,636 409,511 SH   DFND   409,511 0 0
SIMPLY GOOD FOODS CO COMMON STOCK 82900L102 3,559 191,548 SH   DFND   191,548 0 0
SKYLINE CHAMPION CORP COMMON STOCK 830830105 4,703 193,228 SH   DFND   193,228 0 0
SKYWORKS SOLUTIONS INC COMMON STOCK 83088M102 7,370 57,641 SH   DFND   57,641 0 0
SONOCO PRODUCTS CO COMMON STOCK 835495102 1,046 20,011 SH   DFND   20,011 0 0
SPDR SER TR ETP 78464A474 713 22,752 SH   SOLE   22,752 0 0
STRYKER CORP COMMON STOCK 863667101 617 3,425 SH   SOLE   3,425 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104 1,075 8,465 SH   SOLE   8,465 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 73,674 203,329 SH   DFND   203,329 0 0
TJX COS INC COMMON STOCK 872540109 1,910 37,771 SH   SOLE   37,771 0 0
TORO CO COMMON STOCK 891092108 27,185 409,779 SH   DFND   409,779 0 0
TRACTOR SUPPLY CO COMMON STOCK 892356106 11,323 85,917 SH   DFND   85,917 0 0
ULTA BEAUTY INC COMMON STOCK 90384S303 48,934 240,558 SH   DFND   240,558 0 0
UNION PACIFIC CORP COMMON STOCK 907818108 133,577 790,070 SH   DFND   790,070 0 0
UNITED PARCEL SERVICE INC COMMON STOCK 911312106 3,387 30,465 SH   SOLE   30,465 0 0
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 52,223 177,057 SH   DFND   177,057 0 0
US BANCORP COMMON STOCK 902973304 2,938 79,782 SH   SOLE   79,782 0 0
VANGUARD SHORT-TERM TREASURY ETF ETP 92206C102 750 12,058 SH   SOLE   12,058 0 0
VANGUARD MORTGAGE-BACKED SECURITY ETF ETP 92206C771 1,055 19,408 SH   SOLE   19,408 0 0
VISA INC COMMON STOCK 92826C839 21,502 111,313 SH   DFND   111,313 0 0
VMWARE INC COMMON STOCK 928563402 2,775 17,920 SH   SOLE   17,920 0 0
VROOM INC COMMON STOCK 92918V109 9,043 173,430 SH   DFND   173,430 0 0
WALMART INC COMMON STOCK 931142103 330 2,751 SH   SOLE   2,751 0 0
WASTE MANAGEMENT INC COMMON STOCK 94106L109 251 2,374 SH   SOLE   2,374 0 0
WELLS FARGO CO NEW PREFERRED STOCK 949746804 7,497 5,780 SH   SOLE   5,780 0 0
WESTERN MIDSTREAM PARTNERS LP MLP 958669103 151 15,022 SH   SOLE   15,022 0 0
YUM! BRANDS INC COMMON STOCK 988498101 425 4,887 SH   SOLE   4,887 0 0
ZEBRA TECHNOLOGIES CORP COMMON STOCK 989207105 509 1,987 SH   DFND   1,987 0 0
ZOETIS INC COMMON STOCK 98978V103 53,789 392,505 SH   DFND   392,505 0 0