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
AERCAP HOLDINGS NV Common 027691617 65,819 1,698,126 SH   SOLE NONE 1,698,126 0 0
AERCAP HOLDINGS NV Common 027691617 1,568 40,444 SH   DFND   0 40,444 0
ALBEMARLE CORPORATION Common 010231272 5,529 86,480 SH   SOLE NONE 86,480 0 0
ALBEMARLE CORPORATION Common 010231272 3,162 49,455 SH   DFND   0 49,455 0
ALERE INC. Common 01449J105 17,405 343,914 SH   SOLE NONE 343,914 0 0
ALERE INC. Common 01449J105 9,978 197,164 SH   DFND   0 197,164 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 12,866 58,483 SH   SOLE NONE 58,483 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 7,399 33,633 SH   DFND   0 33,633 0
ALLSTATE CORPORATION Common 009724478 97 1,442 SH   DFND   0 1,442 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 13,470 214,831 SH   SOLE NONE 214,831 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 7,660 122,168 SH   DFND   0 122,168 0
DANAHER CORPORATION Common 009962131 10,460 110,263 SH   SOLE NONE 110,263 0 0
DANAHER CORPORATION Common 009962131 5,103 53,794 SH   DFND   0 53,794 0
DOW CHEMICAL COMPANY Common 009735739 14,508 285,245 SH   SOLE NONE 285,245 0 0
DOW CHEMICAL COMPANY Common 009735739 8,338 163,947 SH   DFND   0 163,947 0
EMC CORPORATION Common 009720308 74 2,785 SH   DFND   0 2,785 0
GILEAD SCIENCES INC Common 010008328 13,041 141,970 SH   SOLE NONE 141,970 0 0
GILEAD SCIENCES INC Common 010008328 7,498 81,629 SH   DFND   0 81,629 0
HONEYWELL INTERNATIONAL INC. Common 010534801 15,600 139,223 SH   SOLE NONE 139,223 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 8,981 80,156 SH   DFND   0 80,156 0
JOHNSON & JOHNSON Common 009722513 10,775 99,580 SH   SOLE NONE 99,580 0 0
JOHNSON & JOHNSON Common 009722513 6,184 57,157 SH   DFND   0 57,157 0
JPMORGAN CHASE & CO. Common 012271654 13,498 227,935 SH   SOLE NONE 227,935 0 0
JPMORGAN CHASE & CO. Common 012271654 7,804 131,772 SH   DFND   0 131,772 0
LKQ CORPORATION Common 022290436 14,086 441,165 SH   SOLE NONE 441,165 0 0
LKQ CORPORATION Common 022290436 8,127 254,530 SH   DFND   0 254,530 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 8,949 25,958 SH   SOLE NONE 25,958 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 5,120 14,851 SH   DFND   0 14,851 0
PRAXAIR INC. Common 009967419 7,707 67,337 SH   SOLE NONE 67,337 0 0
PRAXAIR INC. Common 009967419 4,915 42,946 SH   DFND   0 42,946 0
PRICELINE GROUP INC Common 017097911 12,786 9,920 SH   SOLE NONE 9,920 0 0
PRICELINE GROUP INC Common 017097911 7,270 5,640 SH   DFND   0 5,640 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 18,436 224,415 SH   SOLE NONE 224,415 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 10,569 128,654 SH   DFND   0 128,654 0
STANLEY BLACK & DECKER INC Common 049645619 15,994 152,020 SH   SOLE NONE 152,020 0 0
STANLEY BLACK & DECKER INC Common 049645619 9,365 89,016 SH   DFND   0 89,016 0
TE CONNECTIVITY LTD Common 043813854 16,206 261,730 SH   SOLE NONE 261,730 0 0
TE CONNECTIVITY LTD Common 043813854 9,250 149,388 SH   DFND   0 149,388 0
THE TJX COMPANIES INC. Common 009961968 19,076 243,475 SH   SOLE NONE 243,475 0 0
THE TJX COMPANIES INC. Common 009961968 10,671 136,193 SH   DFND   0 136,193 0
WABTEC CORP. Common 011540104 16,298 205,545 SH   SOLE NONE 205,545 0 0
WABTEC CORP. Common 011540104 9,238 116,514 SH   DFND   0 116,514 0