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 56,135 1,671,177 SH   SOLE NONE 1,671,177 0 0
AERCAP HOLDINGS NV Common 027691617 1,236 36,795 SH   DFND   0 36,795 0
ALBEMARLE CORPORATION Common 010231272 6,720 84,730 SH   SOLE NONE 84,730 0 0
ALBEMARLE CORPORATION Common 010231272 3,781 47,675 SH   DFND   0 47,675 0
ALERE INC. Common 01449J105 10,147 243,439 SH   SOLE NONE 243,439 0 0
ALERE INC. Common 01449J105 5,752 138,004 SH   DFND   0 138,004 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 11,224 57,288 SH   SOLE NONE 57,288 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 6,354 32,433 SH   DFND   0 32,433 0
ALLSTATE CORPORATION Common 009724478 95 1,362 SH   DFND   0 1,362 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 12,048 210,481 SH   SOLE NONE 210,481 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 6,735 117,663 SH   DFND   0 117,663 0
DANAHER CORPORATION Common 009962131 9,209 91,178 SH   SOLE NONE 91,178 0 0
DANAHER CORPORATION Common 009962131 5,119 50,685 SH   DFND   0 50,685 0
DOW CHEMICAL COMPANY Common 009735739 13,892 279,465 SH   SOLE NONE 279,465 0 0
DOW CHEMICAL COMPANY Common 009735739 7,862 158,152 SH   DFND   0 158,152 0
EMC CORPORATION Common 009720308 76 2,785 SH   DFND   0 2,785 0
GILEAD SCIENCES INC Common 010008328 11,604 139,100 SH   SOLE NONE 139,100 0 0
GILEAD SCIENCES INC Common 010008328 6,560 78,634 SH   DFND   0 78,634 0
HONEYWELL INTERNATIONAL INC. Common 010534801 15,866 136,403 SH   SOLE NONE 136,403 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 8,984 77,231 SH   DFND   0 77,231 0
JOHNSON & JOHNSON Common 009722513 11,834 97,560 SH   SOLE NONE 97,560 0 0
JOHNSON & JOHNSON Common 009722513 6,681 55,077 SH   DFND   0 55,077 0
JPMORGAN CHASE & CO. Common 012271654 13,877 223,320 SH   SOLE NONE 223,320 0 0
JPMORGAN CHASE & CO. Common 012271654 7,898 127,102 SH   DFND   0 127,102 0
LKQ CORPORATION Common 022290436 13,699 432,150 SH   SOLE NONE 432,150 0 0
LKQ CORPORATION Common 022290436 7,780 245,425 SH   DFND   0 245,425 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 9,283 25,438 SH   SOLE NONE 25,438 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 5,221 14,306 SH   DFND   0 14,306 0
PRAXAIR INC. Common 009967419 7,415 65,977 SH   SOLE NONE 65,977 0 0
PRAXAIR INC. Common 009967419 4,652 41,391 SH   DFND   0 41,391 0
PRICELINE GROUP INC Common 017097911 13,936 11,163 SH   SOLE NONE 11,163 0 0
PRICELINE GROUP INC Common 017097911 7,886 6,317 SH   DFND   0 6,317 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 14,764 219,865 SH   SOLE NONE 219,865 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 8,332 124,074 SH   DFND   0 124,074 0
STANLEY BLACK & DECKER INC Common 049645619 16,565 148,940 SH   SOLE NONE 148,940 0 0
STANLEY BLACK & DECKER INC Common 049645619 9,535 85,731 SH   DFND   0 85,731 0
TE CONNECTIVITY LTD Common 043813854 14,643 256,400 SH   SOLE NONE 256,400 0 0
TE CONNECTIVITY LTD Common 043813854 8,229 144,088 SH   DFND   0 144,088 0
THE TJX COMPANIES INC. Common 009961968 18,428 238,610 SH   SOLE NONE 238,610 0 0
THE TJX COMPANIES INC. Common 009961968 10,156 131,508 SH   DFND   0 131,508 0
WABTEC CORP. Common 011540104 14,143 201,385 SH   SOLE NONE 201,385 0 0
WABTEC CORP. Common 011540104 7,882 112,234 SH   DFND   0 112,234 0