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 83,035 1,578,312 SH   SOLE   1,578,312 0 0
AERCAP HOLDINGS NV Common 027691617 63 1,194 SH   DFND   0 1,194 0
ALBEMARLE CORPORATION Common 010231272 3,420 26,740 SH   SOLE   26,740 0 0
ALBEMARLE CORPORATION Common 010231272 2,124 16,610 SH   DFND   0 16,610 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 5,129 20,233 SH   SOLE   20,233 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 3,062 12,078 SH   DFND   0 12,078 0
ALLSTATE CORPORATION Common 009724478 104 995 SH   DFND   0 995 0
CHARLES RIVER LABORATORIES Common 011376487 6,276 57,340 SH   SOLE   57,340 0 0
CHARLES RIVER LABORATORIES Common 011376487 3,897 35,602 SH   DFND   0 35,602 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 4,107 57,831 SH   SOLE   57,831 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 2,539 35,753 SH   DFND   0 35,753 0
DOWDUPONT INC. Common 046910503 6,270 88,035 SH   SOLE   88,035 0 0
DOWDUPONT INC. Common 046910503 3,809 53,477 SH   DFND   0 53,477 0
FORTIVE CORPORATION Common 143696294 5,185 71,670 SH   SOLE   71,670 0 0
FORTIVE CORPORATION Common 143696294 3,206 44,318 SH   DFND   0 44,318 0
HEXCEL CORPORATION Common 011539629 5,100 82,450 SH   SOLE   82,450 0 0
HEXCEL CORPORATION Common 011539629 3,138 50,734 SH   DFND   0 50,734 0
HONEYWELL INTERNATIONAL INC. Common 010534801 5,301 34,563 SH   SOLE   34,563 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 3,284 21,416 SH   DFND   0 21,416 0
JOHNSON & JOHNSON Common 009722513 3,645 26,085 SH   SOLE   26,085 0 0
JOHNSON & JOHNSON Common 009722513 2,321 16,612 SH   DFND   0 16,612 0
JPMORGAN CHASE & CO. Common 012271654 6,868 64,225 SH   SOLE   64,225 0 0
JPMORGAN CHASE & CO. Common 012271654 4,292 40,139 SH   DFND   0 40,139 0
LKQ CORPORATION Common 022290436 5,526 135,885 SH   SOLE   135,885 0 0
LKQ CORPORATION Common 022290436 3,440 84,585 SH   DFND   0 84,585 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 4,379 7,068 SH   SOLE   7,068 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,606 4,206 SH   DFND   0 4,206 0
PRAXAIR INC. Common 009967419 2,107 13,622 SH   SOLE   13,622 0 0
PRAXAIR INC. Common 009967419 1,351 8,732 SH   DFND   0 8,732 0
PRICELINE GROUP INC Common 017097911 6,110 3,516 SH   SOLE   3,516 0 0
PRICELINE GROUP INC Common 017097911 3,759 2,163 SH   DFND   0 2,163 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 3,516 29,475 SH   SOLE   29,475 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 2,173 18,214 SH   DFND   0 18,214 0
STANLEY BLACK & DECKER INC Common 049645619 7,163 42,215 SH   SOLE   42,215 0 0
STANLEY BLACK & DECKER INC Common 049645619 4,345 25,606 SH   DFND   0 25,606 0
TE CONNECTIVITY LTD Common 043813854 7,650 80,495 SH   SOLE   80,495 0 0
TE CONNECTIVITY LTD Common 043813854 4,684 49,288 SH   DFND   0 49,288 0
THE TJX COMPANIES INC. Common 009961968 4,444 58,125 SH   SOLE   58,125 0 0
THE TJX COMPANIES INC. Common 009961968 2,759 36,078 SH   DFND   0 36,078 0
WABTEC CORP. Common 011540104 5,980 73,435 SH   SOLE   73,435 0 0
WABTEC CORP. Common 011540104 3,684 45,244 SH   DFND   0 45,244 0