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
ABBOTT COM COM 002824100 16,337 222,700 SH   DFND   222,700 0 0
ACADIA COMPANY COM COM 00404A109 17,361 493,200 SH   DFND   493,200 0 0
ACCENTURE IRELAND CLASS SHS CLASS A G1151C101 11,978 70,375 SH   DFND   70,375 0 0
ACUITY INC COM 00508Y102 18,129 115,325 SH   DFND   115,325 0 0
AES COM COM 00130H105 202 14,400 SH   DFND   14,400 0 0
AFFILIATED GROUP COM 008252108 8,345 61,035 SH   DFND   61,035 0 0
AFLAC COM COM 001055102 23,942 508,650 SH   DFND   508,650 0 0
ALIBABA HLDG SPONSORED SPONSORED ADR 01609W102 38,986 236,620 SH   DFND   236,620 0 0
ALLIANCE SYSTEMS COM COM 018581108 33,492 141,820 SH   DFND   141,820 0 0
ALLSTATE COM COM 020002101 967 9,800 SH   DFND   9,800 0 0
ALLY INC COM 02005N100 309 11,700 SH   DFND   11,700 0 0
ALPHABET CAP CL CL C 02079K107 1,492 1,250 SH   DFND   1,250 0 0
ALTRIA INC COM 02209S103 14,100 233,800 SH   DFND   233,800 0 0
AMAZON INC COM 023135106 1,917 957 SH   DFND   957 0 0
AMERISOURCEBERGEN COM COM 03073E105 480 5,200 SH   DFND   5,200 0 0
AMGEN COM COM 031162100 36,319 175,210 SH   DFND   175,210 0 0
ANTHEM COM COM 036752103 16,937 61,801 SH   DFND   61,801 0 0
APPLE COM COM 037833100 75,848 335,995 SH   DFND   335,995 0 0
ARCHER MIDLAND COM COM 039483102 1,010 20,100 SH   DFND   20,100 0 0
AT&T COM COM 00206R102 20,202 601,600 SH   DFND   601,600 0 0
AUTOMATIC PROCESSING COM COM 053015103 934 6,200 SH   DFND   6,200 0 0
AVERY CORP COM 053611109 16,393 151,300 SH   DFND   151,300 0 0
BAIDU SPON REP SPON ADR REP A 056752108 4,139 18,100 SH   DFND   18,100 0 0
BANK CORP COM 060505104 5,665 192,300 SH   DFND   192,300 0 0
BANK COM COM 06417N103 8,727 229,900 SH   DFND   229,900 0 0
BECTON & COM COM 075887109 29,849 114,365 SH   DFND   114,365 0 0
BEST INC COM 086516101 1,175 14,800 SH   DFND   14,800 0 0
BROADCOM COM COM 11135F101 32,365 131,175 SH   DFND   131,175 0 0
BROADRIDGE SOLUTIONS COM COM 11133T103 1,122 8,500 SH   DFND   8,500 0 0
C ROBINSON INC NEW COM 12541W209 597 6,100 SH   DFND   6,100 0 0
CAPITAL FINL COM COM 14040H105 1,623 17,100 SH   DFND   17,100 0 0
CATERPILLAR DEL COM 149123101 21,057 138,090 SH   DFND   138,090 0 0
CENTENE DEL COM 15135B101 796 5,500 SH   DFND   5,500 0 0
CENTURYLINK COM COM 156700106 466 22,000 SH   DFND   22,000 0 0
CHEMOURS COM COM 163851108 51 1,300 SH   DFND   1,300 0 0
CISCO INC COM 17275R102 25,400 522,100 SH   DFND   522,100 0 0
COGNIZANT SOLUTIO A CL A 192446102 34,609 448,600 SH   DFND   448,600 0 0
COMCAST NEW A CL A 20030N101 16,875 476,550 SH   DFND   476,550 0 0
CONOCOPHILLIPS COM 20825C104 1,594 20,600 SH   DFND   20,600 0 0
COSTCO CORP COM COM 22160K105 2,595 11,050 SH   DFND   11,050 0 0
DANAHER DEL COM 235851102 22,908 210,825 SH   DFND   210,825 0 0
DAVITA COM COM 23918K108 394 5,500 SH   DFND   5,500 0 0
DELTA LINES DEL NEW COM 247361702 405 7,000 SH   DFND   7,000 0 0
DISCOVER SVCS COM 254709108 826 10,800 SH   DFND   10,800 0 0
DISCOVERY COM A COM SER A 25470F104 621 19,400 SH   DFND   19,400 0 0
DISNEY CO DISNEY COM 254687106 2,491 21,300 SH   DFND   21,300 0 0
DOLLAR CORP COM COM 256677105 1,071 9,800 SH   DFND   9,800 0 0
DTE CO COM 233331107 15,297 140,175 SH   DFND   140,175 0 0
DXC CO COM 23355L106 1,786 19,100 SH   DFND   19,100 0 0
EBAY COM COM 278642103 1,512 45,800 SH   DFND   45,800 0 0
EXELON COM COM 30161N101 1,912 43,800 SH   DFND   43,800 0 0
EXXON CORP COM 30231G102 19,130 225,000 SH   DFND   225,000 0 0
FACEBOOK CL CL A 30303M102 45,713 277,960 SH   DFND   277,960 0 0
FEDEX COM COM 31428X106 1,263 5,245 SH   DFND   5,245 0 0
FIRST BK FRANCISCO COM COM 33616C100 15,389 160,300 SH   DFND   160,300 0 0
FIRSTENERGY COM COM 337932107 483 13,000 SH   DFND   13,000 0 0
FORTIVE COM COM 34959J108 11,712 139,093 SH   DFND   139,093 0 0
FREEPORT-MCMORAN CL CL B 35671D857 717 51,500 SH   DFND   51,500 0 0
GILEAD INC COM 375558103 24,371 315,650 SH   DFND   315,650 0 0
GOLDMAN GROUP COM COM 38141G104 14,509 64,705 SH   DFND   64,705 0 0
HALLIBURTON COM COM 406216101 11,304 278,900 SH   DFND   278,900 0 0
HARRIS DEL COM 413875105 525 3,100 SH   DFND   3,100 0 0
HCA INC COM 40412C101 1,043 7,500 SH   DFND   7,500 0 0
HOLLYFRONTIER COM COM 436106108 329 4,700 SH   DFND   4,700 0 0
HOST & INC COM 44107P104 445 21,100 SH   DFND   21,100 0 0
HP COM COM 40434L105 1,087 42,200 SH   DFND   42,200 0 0
HUNTINGTON INDS COM COM 446413106 307 1,200 SH   DFND   1,200 0 0
INTEL COM COM 458140100 5,074 107,300 SH   DFND   107,300 0 0
INTERCONTINENTAL IN COM 45866F104 30,042 401,150 SH   DFND   401,150 0 0
INTERPUBLIC COS COM COM 460690100 526 23,000 SH   DFND   23,000 0 0
IPG CORP COM 44980X109 10,484 67,175 SH   DFND   67,175 0 0
JOHNSON JOHNSON COM 478160104 19,385 140,300 SH   DFND   140,300 0 0
JONES LASALLE COM COM 48020Q107 447 3,100 SH   DFND   3,100 0 0
JPMORGAN & COM COM 46625H100 41,395 366,850 SH   DFND   366,850 0 0
KOHLS COM COM 500255104 790 10,600 SH   DFND   10,600 0 0
KROGER COM COM 501044101 722 24,800 SH   DFND   24,800 0 0
L3 INC COM 502413107 255 1,200 SH   DFND   1,200 0 0
LAS SANDS COM COM 517834107 14,967 252,260 SH   DFND   252,260 0 0
LEIDOS INC COM 525327102 712 10,300 SH   DFND   10,300 0 0
LILLY & COM COM 532457108 19,048 177,500 SH   DFND   177,500 0 0
LKQ COM COM 501889208 20,101 634,700 SH   DFND   634,700 0 0
MACYS COM COM 55616P104 670 19,300 SH   DFND   19,300 0 0
MARATHON CORP COM 56585A102 864 10,800 SH   DFND   10,800 0 0
MASTERCARD CL CL A 57636Q104 4,742 21,300 SH   DFND   21,300 0 0
MELCO ENTERTAINMENT ADR ADR 585464100 1,565 74,000 SH   DFND   74,000 0 0
MICRON INC COM 595112103 2,144 47,400 SH   DFND   47,400 0 0
MICROSOFT COM COM 594918104 69,965 611,740 SH   DFND   611,740 0 0
NETAPP COM COM 64110D104 756 8,800 SH   DFND   8,800 0 0
NORDSTROM COM COM 655664100 22,420 374,850 SH   DFND   374,850 0 0
NUCOR COM COM 670346105 723 11,400 SH   DFND   11,400 0 0
PAMPA S SPONS LVL SPONS ADR LVL I 697660207 11,759 378,700 SH   DFND   303,400 0 75,300
PEPSICO COM COM 713448108 20,482 183,200 SH   DFND   183,200 0 0
PFIZER COM COM 717081103 24,265 550,600 SH   DFND   550,600 0 0
PHILIP INTL COM COM 718172109 48,562 595,562 SH   DFND   595,562 0 0
PHILLIPS COM COM 718546104 15,364 136,300 SH   DFND   136,300 0 0
PROCTER GAMBLE COM COM 742718109 20,350 244,500 SH   DFND   244,500 0 0
PROGRESSIVE OHIO COM 743315103 1,492 21,000 SH   DFND   21,000 0 0
PRUDENTIAL INC COM 744320102 1,317 13,000 SH   DFND   13,000 0 0
PUBLIC ENTERPRISE COM COM 744573106 15,811 299,500 SH   DFND   299,500 0 0
RALPH CORP A CL A 751212101 495 3,600 SH   DFND   3,600 0 0
REPUBLIC INC COM 760759100 15,926 219,190 SH   DFND   219,190 0 0
ROGERS INC B CL B 775109200 18,424 358,500 SH   DFND   358,500 0 0
ROYAL CDA QUE COM 780087102 20,162 251,700 SH   DFND   251,700 0 0
ROYAL CRUISES COM COM V7780T103 28,973 222,975 SH   DFND   222,975 0 0
SCHLUMBERGER COM COM 806857108 7,426 121,900 SH   DFND   121,900 0 0
SIMON GROUP NEW COM 828806109 937 5,300 SH   DFND   5,300 0 0
SONOCO CO COM 835495102 14,585 262,800 SH   DFND   262,800 0 0
SPIRIT HLDGS COM A CL A 848574109 28,468 310,550 SH   DFND   310,550 0 0
STEEL INC COM 858119100 434 9,600 SH   DFND   9,600 0 0
SUNTRUST INC COM 867914103 842 12,600 SH   DFND   12,600 0 0
SYNCHRONY COM COM 87165B103 584 18,800 SH   DFND   18,800 0 0
SYSCO COM COM 871829107 1,157 15,800 SH   DFND   15,800 0 0
TAIWAN MFG SPONSORED SPONSORED ADR 874039100 5,314 120,335 SH   DFND   120,335 0 0
TARGET COM COM 87612E106 2,532 28,700 SH   DFND   28,700 0 0
TD HLDG COM COM 87236Y108 5,321 100,721 SH   DFND   100,721 0 0
TJX INC COM COM 872540109 29,714 265,253 SH   DFND   265,253 0 0
TRACTOR CO COM 892356106 41,729 459,170 SH   DFND   459,170 0 0
TRANSDIGM INC COM 893641100 10,798 29,003 SH   DFND   29,003 0 0
TRAVELERS INC COM 89417E109 17,394 134,100 SH   DFND   134,100 0 0
TYSON INC A CL A 902494103 780 13,100 SH   DFND   13,100 0 0
UGI NEW COM 902681105 178 3,200 SH   DFND   3,200 0 0
UNITED SERVICE CL CL B 911312106 19,019 162,900 SH   DFND   162,900 0 0
UNITEDHEALTH INC COM 91324P102 45,444 170,815 SH   DFND   170,815 0 0
UNIVERSAL SVCS CL CL B 913903100 320 2,500 SH   DFND   2,500 0 0
VERIZON INC COM 92343V104 62,787 1,176,000 SH   DFND   1,176,000 0 0
VIACOM NEW B CL B 92553P201 584 17,300 SH   DFND   17,300 0 0
VISA COM A CL A 92826C839 24,697 164,550 SH   DFND   164,550 0 0
WALMART COM COM 931142103 3,296 35,100 SH   DFND   35,100 0 0
WEC GROUP COM COM 92939U106 15,568 233,200 SH   DFND   233,200 0 0
WELLS CO COM COM 949746101 1,803 34,300 SH   DFND   34,300 0 0
XEROX COM COM 984121608 278 10,300 SH   DFND   10,300 0 0
ZTO CAYMAN SPONSORED SPONSORED ADR 98980A105 4,461 269,200 SH   DFND   269,200 0 0
SUPERVIELLE A ADR SPONSORED ADR 40054A108 4,043 527,100 SH   DFND   422,500 0 104,600