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 62,999 1,636,770 SH   SOLE NONE 1,636,770 0 0
AERCAP HOLDINGS NV Common 027691617 1,416 36,795 SH   DFND   0 36,795 0
ALBEMARLE CORPORATION Common 010231272 7,163 83,785 SH   SOLE NONE 83,785 0 0
ALBEMARLE CORPORATION Common 010231272 4,054 47,425 SH   DFND   0 47,425 0
ALERE INC. Common 01449J105 10,409 240,719 SH   SOLE NONE 240,719 0 0
ALERE INC. Common 01449J105 5,936 137,284 SH   DFND   0 137,284 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 12,152 56,643 SH   SOLE NONE 56,643 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 6,921 32,263 SH   DFND   0 32,263 0
ALLSTATE CORPORATION Common 009724478 94 1,362 SH   DFND   0 1,362 0
CHARLES RIVER LABORATORIES Common 011376487 99 1,190 SH   DFND   0 1,190 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 8,637 181,036 SH   SOLE NONE 181,036 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 4,906 102,838 SH   DFND   0 102,838 0
DANAHER CORPORATION Common 009962131 7,067 90,158 SH   SOLE NONE 90,158 0 0
DANAHER CORPORATION Common 009962131 3,952 50,420 SH   DFND   0 50,420 0
DOW CHEMICAL COMPANY Common 009735739 14,323 276,345 SH   SOLE NONE 276,345 0 0
DOW CHEMICAL COMPANY Common 009735739 8,155 157,347 SH   DFND   0 157,347 0
FORTIVE CORPORATION Common 143696294 3,912 76,852 SH   SOLE NONE 76,852 0 0
FORTIVE CORPORATION Common 143696294 2,231 43,840 SH   DFND   0 43,840 0
GILEAD SCIENCES INC Common 010008328 10,883 137,550 SH   SOLE NONE 137,550 0 0
GILEAD SCIENCES INC Common 010008328 6,188 78,214 SH   DFND   0 78,214 0
HONEYWELL INTERNATIONAL INC. Common 010534801 15,725 134,873 SH   SOLE NONE 134,873 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 8,957 76,826 SH   DFND   0 76,826 0
JOHNSON & JOHNSON Common 009722513 11,396 96,470 SH   SOLE NONE 96,470 0 0
JOHNSON & JOHNSON Common 009722513 6,468 54,752 SH   DFND   0 54,752 0
JPMORGAN CHASE & CO. Common 012271654 14,705 220,830 SH   SOLE NONE 220,830 0 0
JPMORGAN CHASE & CO. Common 012271654 8,420 126,442 SH   DFND   0 126,442 0
LKQ CORPORATION Common 022290436 15,151 427,280 SH   SOLE NONE 427,280 0 0
LKQ CORPORATION Common 022290436 8,650 243,935 SH   DFND   0 243,935 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 10,562 25,158 SH   SOLE NONE 25,158 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 5,963 14,204 SH   DFND   0 14,204 0
PRAXAIR INC. Common 009967419 7,883 65,242 SH   SOLE NONE 65,242 0 0
PRAXAIR INC. Common 009967419 4,973 41,156 SH   DFND   0 41,156 0
PRICELINE GROUP INC Common 017097911 16,242 11,038 SH   SOLE NONE 11,038 0 0
PRICELINE GROUP INC Common 017097911 9,234 6,275 SH   DFND   0 6,275 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 16,295 217,410 SH   SOLE NONE 217,410 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 9,251 123,424 SH   DFND   0 123,424 0
STANLEY BLACK & DECKER INC Common 049645619 18,112 147,275 SH   SOLE NONE 147,275 0 0
STANLEY BLACK & DECKER INC Common 049645619 10,484 85,251 SH   DFND   0 85,251 0
TE CONNECTIVITY LTD Common 043813854 16,323 253,540 SH   SOLE NONE 253,540 0 0
TE CONNECTIVITY LTD Common 043813854 9,229 143,348 SH   DFND   0 143,348 0
THE TJX COMPANIES INC. Common 009961968 17,617 235,580 SH   SOLE NONE 235,580 0 0
THE TJX COMPANIES INC. Common 009961968 9,786 130,858 SH   DFND   0 130,858 0
WABTEC CORP. Common 011540104 16,260 199,140 SH   SOLE NONE 199,140 0 0
WABTEC CORP. Common 011540104 9,115 111,634 SH   DFND   0 111,634 0