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
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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
AFLAC INC COM 001055102 325,394 6,357,804 SH   DFND 1 3,543,228 0 2,814,576
ALPHABET INC CAP STK CL A 02079K305 157 76 SH   DFND 1 0 0 76
AMERICAN INTL GROUP INC COM NEW 026874784 157 3,400 SH   DFND 1 0 0 3,400
AT&T INC COM 00206R102 93,191 3,078,671 SH   DFND 1 1,712,831 0 1,365,840
AUTOZONE INC COM 053332102 106,577 75,895 SH   DFND 1 40,916 0 34,979
BIOGEN INC COM 09062X103 70 250 SH   DFND 1 0 0 250
CANADIAN NATL RY CO COM 136375102 238,934 2,059,166 SH   DFND 1 1,099,611 0 959,555
CARNIVAL CORP UNIT 99/99/9999 143658300 137,236 5,170,868 SH   DFND 1 2,751,714 0 2,419,154
CVS HEALTH CORP COM 126650100 53 700 SH   DFND 1 0 0 700
FACEBOOK INC CL A 30303M102 330,428 1,121,881 SH   DFND 1 617,740 0 504,141
GENERAL MTRS CO COM 37045V100 176,271 3,067,679 SH   DFND 1 1,719,342 0 1,348,337
GENTEX CORP COM 371901109 267,405 7,496,684 SH   DFND 1 4,169,396 0 3,327,288
GOLDMAN SACHS GROUP INC COM 38141G104 302 925 SH   DFND 1 0 0 925
INTEL CORP COM 458140100 509,774 7,965,235 SH   DFND 1 4,256,553 0 3,708,682
L BRANDS INC COM 501797104 30 479 SH   DFND 1 0 0 479
OWENS CORNING NEW COM 690742101 147 1,600 SH   DFND 1 0 0 1,600
UNION PAC CORP COM 907818108 415,397 1,884,654 SH   DFND 1 1,058,950 0 825,704
UNITEDHEALTH GROUP INC COM 91324P102 340,171 914,268 SH   DFND 1 512,195 0 402,073
PACKAGING CORP AMER COM 695156109 309,229 2,299,447 SH   DFND 1 1,254,034 0 1,045,413
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 0 0 SH   DFND 1 0 0 0
TENNECO INC CL A VTG COM STK 880349105 142 13,200 SH   DFND 1 0 0 13,200
AMERICAN EXPRESS CO COM 025816109 363,234 2,568,111 SH   DFND 1 1,428,401 0 1,139,710
TRACTOR SUPPLY CO COM 892356106 310,398 1,752,876 SH   DFND 1 977,938 0 774,938
US BANCORP DEL COM NEW 902973304 197,756 3,575,421 SH   DFND 1 1,987,876 0 1,587,545
LOWES COS INC COM 548661107 517,221 2,719,656 SH   DFND 1 1,512,633 0 1,207,023
OREILLY AUTOMOTIVE INC COM 67103H107 132,511 261,238 SH   DFND 1 146,680 0 114,558
POSCO SPONSORED ADR 693483109 40,830 565,541 SH   DFND 1 340,469 0 225,072
PARKER-HANNIFIN CORP COM 701094104 329,646 1,045,062 SH   DFND 1 590,890 0 454,172
PROGRESSIVE CORP COM 743315103 407,424 4,261,289 SH   DFND 1 2,378,152 0 1,883,137
CENTENE CORP DEL COM 15135B101 148 2,320 SH   DFND 1 0 0 2,320
BORGWARNER INC COM 099724106 70 1,507 SH   DFND 1 0 0 1,507
TERADYNE INC COM 880770102 186 1,530 SH   DFND 1 0 0 1,530
VISA INC COM CL A 92826C839 159 750 SH   DFND 1 0 0 750
MODERNA INC COM 60770K107 184 1,400 SH   DFND 1 0 0 1,400
LENNAR CORP CL A 526057104 283,296 2,798,545 SH   DFND 1 1,561,091 0 1,237,454
SONY CORP SPONSORED ADR 835699307 117 1,100 SH   DFND 1 0 0 1,100