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
ALERE INC. Common 01449J105 11,651 241,980 SH   SOLE NONE 241,980 0 0
ALERE INC. Common 01449J105 7,294 151,485 SH   DFND   0 151,485 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 14,723 56,850 SH   SOLE NONE 56,850 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 9,533 36,810 SH   DFND   0 36,810 0
ALLSTATE CORPORATION Common 009724478 90 1,552 SH   DFND   0 1,552 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 14,056 224,496 SH   SOLE NONE 224,496 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 8,647 138,110 SH   DFND   0 138,110 0
CYTEC INDUSTRIES INC. Common 010514169 7,991 108,205 SH   SOLE NONE 108,205 0 0
CYTEC INDUSTRIES INC. Common 010514169 4,952 67,050 SH   DFND   0 67,050 0
DANAHER CORPORATION Common 009962131 9,822 115,273 SH   SOLE NONE 115,273 0 0
DANAHER CORPORATION Common 009962131 5,148 60,411 SH   DFND   0 60,411 0
DOW CHEMICAL COMPANY Common 009735739 12,642 298,170 SH   SOLE NONE 298,170 0 0
DOW CHEMICAL COMPANY Common 009735739 7,897 186,260 SH   DFND   0 186,260 0
EMC CORPORATION Common 009720308 67 2,785 SH   DFND   0 2,785 0
ERICSSON L M TEL ADR ADR 015720786 166 16,985 SH   SOLE NONE 16,985 0 0
ERICSSON L M TEL ADR ADR 015720786 361 36,885 SH   DFND   0 36,885 0
GILEAD SCIENCES INC Common 010008328 14,566 148,345 SH   SOLE NONE 148,345 0 0
GILEAD SCIENCES INC Common 010008328 9,059 92,259 SH   DFND   0 92,259 0
HONEYWELL INTERNATIONAL INC. Common 010534801 15,695 165,753 SH   SOLE NONE 165,753 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 9,607 101,456 SH   DFND   0 101,456 0
JOHNSON & JOHNSON Common 009722513 11,319 121,255 SH   SOLE NONE 121,255 0 0
JOHNSON & JOHNSON Common 009722513 7,037 75,380 SH   DFND   0 75,380 0
JPMORGAN CHASE & CO. Common 012271654 14,524 238,215 SH   SOLE NONE 238,215 0 0
JPMORGAN CHASE & CO. Common 012271654 9,101 149,275 SH   DFND   0 149,275 0
METLIFE INC Common 011030068 11,261 238,830 SH   SOLE NONE 238,830 0 0
METLIFE INC Common 011030068 7,036 149,225 SH   DFND   0 149,225 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 9,688 34,023 SH   SOLE NONE 34,023 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 5,945 20,880 SH   DFND   0 20,880 0
PRAXAIR INC. Common 009967419 7,156 70,252 SH   SOLE NONE 70,252 0 0
PRAXAIR INC. Common 009967419 4,941 48,511 SH   DFND   0 48,511 0
RESMED INC. Common 011540066 8,257 162,033 SH   SOLE NONE 162,033 0 0
RESMED INC. Common 011540066 5,156 101,180 SH   DFND   0 101,180 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 18,485 207,490 SH   SOLE NONE 207,490 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 11,533 129,453 SH   DFND   0 129,453 0
STANLEY BLACK & DECKER INC Common 049645619 15,402 158,820 SH   SOLE NONE 158,820 0 0
STANLEY BLACK & DECKER INC Common 049645619 9,746 100,490 SH   DFND   0 100,490 0
TE CONNECTIVITY LTD Common 043813854 16,382 273,530 SH   SOLE NONE 273,530 0 0
TE CONNECTIVITY LTD Common 043813854 10,131 169,164 SH   DFND   0 169,164 0
THE TJX COMPANIES INC. Common 009961968 20,020 280,320 SH   SOLE NONE 280,320 0 0
THE TJX COMPANIES INC. Common 009961968 12,266 171,744 SH   DFND   0 171,744 0
WABTEC CORP. Common 011540104 18,912 214,790 SH   SOLE NONE 214,790 0 0
WABTEC CORP. Common 011540104 11,585 131,575 SH   DFND   0 131,575 0