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
ADVANSIX INC. Common 00773T101 100 4,509 SH   SOLE NONE 4,509 0 0
ADVANSIX INC. Common 00773T101 30 1,366 SH   DFND   0 1,366 0
AERCAP HOLDINGS NV Common 027691617 64,932 1,560,496 SH   SOLE NONE 1,560,496 0 0
AERCAP HOLDINGS NV Common 027691617 237 5,705 SH   DFND   0 5,705 0
ALBEMARLE CORPORATION Common 010231272 6,026 70,010 SH   SOLE NONE 70,010 0 0
ALBEMARLE CORPORATION Common 010231272 1,826 21,210 SH   DFND   0 21,210 0
ALERE INC. Common 052839068 7,835 201,044 SH   SOLE NONE 201,044 0 0
ALERE INC. Common 052839068 2,359 60,539 SH   DFND   0 60,539 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 12,135 53,108 SH   SOLE NONE 53,108 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 3,549 15,533 SH   DFND   0 15,533 0
ALLSTATE CORPORATION Common 009724478 101 1,362 SH   DFND   0 1,362 0
CHARLES RIVER LABORATORIES Common 011376487 91 1,190 SH   DFND   0 1,190 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 8,471 151,191 SH   SOLE NONE 151,191 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 2,576 45,973 SH   DFND   0 45,973 0
DOW CHEMICAL COMPANY Common 009735739 13,210 230,865 SH   SOLE NONE 230,865 0 0
DOW CHEMICAL COMPANY Common 009735739 3,993 69,782 SH   DFND   0 69,782 0
FORTIVE CORPORATION Common 143696294 5,617 104,742 SH   SOLE NONE 104,742 0 0
FORTIVE CORPORATION Common 143696294 1,649 30,753 SH   DFND   0 30,753 0
GILEAD SCIENCES INC Common 010008328 8,229 114,915 SH   SOLE NONE 114,915 0 0
GILEAD SCIENCES INC Common 010008328 2,495 34,844 SH   DFND   0 34,844 0
HEXCEL CORPORATION Common 011539629 7,675 149,200 SH   SOLE NONE 149,200 0 0
HEXCEL CORPORATION Common 011539629 2,306 44,835 SH   DFND   0 44,835 0
HONEYWELL INTERNATIONAL INC. Common 010534801 11,380 98,228 SH   SOLE NONE 98,228 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 3,324 28,691 SH   DFND   0 28,691 0
JOHNSON & JOHNSON Common 009722513 9,286 80,600 SH   SOLE NONE 80,600 0 0
JOHNSON & JOHNSON Common 009722513 2,811 24,397 SH   DFND   0 24,397 0
JPMORGAN CHASE & CO. Common 012271654 15,919 184,485 SH   SOLE NONE 184,485 0 0
JPMORGAN CHASE & CO. Common 012271654 4,859 56,312 SH   DFND   0 56,312 0
LKQ CORPORATION Common 022290436 10,954 357,395 SH   SOLE NONE 357,395 0 0
LKQ CORPORATION Common 022290436 3,332 108,695 SH   DFND   0 108,695 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 7,768 18,558 SH   SOLE NONE 18,558 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,254 5,384 SH   DFND   0 5,384 0
PRAXAIR INC. Common 009967419 6,387 54,502 SH   SOLE NONE 54,502 0 0
PRAXAIR INC. Common 009967419 2,234 19,066 SH   DFND   0 19,066 0
PRICELINE GROUP INC Common 017097911 13,521 9,223 SH   SOLE NONE 9,223 0 0
PRICELINE GROUP INC Common 017097911 4,096 2,794 SH   DFND   0 2,794 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 14,905 181,680 SH   SOLE NONE 181,680 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 4,529 55,204 SH   DFND   0 55,204 0
STANLEY BLACK & DECKER INC Common 049645619 14,109 123,020 SH   SOLE NONE 123,020 0 0
STANLEY BLACK & DECKER INC Common 049645619 4,332 37,771 SH   DFND   0 37,771 0
TE CONNECTIVITY LTD Common 043813854 14,686 211,980 SH   SOLE NONE 211,980 0 0
TE CONNECTIVITY LTD Common 043813854 4,420 63,798 SH   DFND   0 63,798 0
THE TJX COMPANIES INC. Common 009961968 13,425 178,685 SH   SOLE NONE 178,685 0 0
THE TJX COMPANIES INC. Common 009961968 3,862 51,398 SH   DFND   0 51,398 0
WABTEC CORP. Common 011540104 13,815 166,405 SH   SOLE NONE 166,405 0 0
WABTEC CORP. Common 011540104 4,107 49,469 SH   DFND   0 49,469 0