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 79,312 1,464,676 SH   SOLE   1,464,676 0 0
AERCAP HOLDINGS NV Common 027691617 65 1,194 SH   DFND   0 1,194 0
ALBEMARLE CORPORATION Common 010231272 2,433 25,795 SH   SOLE   25,795 0 0
ALBEMARLE CORPORATION Common 010231272 2,519 26,700 SH   DFND   0 26,700 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 2,801 12,013 SH   SOLE   12,013 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 2,815 12,073 SH   DFND   0 12,073 0
ALLSTATE CORPORATION Common 009724478 91 995 SH   DFND   0 995 0
BOOKING HOLDINGS INC Common 178531140 4,214 2,079 SH   SOLE   2,079 0 0
BOOKING HOLDINGS INC Common 178531140 4,364 2,153 SH   DFND   0 2,153 0
CHARLES RIVER LABORATORIES Common 011376487 3,857 34,360 SH   SOLE   34,360 0 0
CHARLES RIVER LABORATORIES Common 011376487 3,975 35,407 SH   DFND   0 35,407 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 54 680 SH   DFND   0 680 0
DOWDUPONT INC. Common 046910503 3,555 53,935 SH   SOLE   53,935 0 0
DOWDUPONT INC. Common 046910503 3,674 55,732 SH   DFND   0 55,732 0
FORTIVE CORPORATION Common 143696294 2,365 30,665 SH   SOLE   30,665 0 0
FORTIVE CORPORATION Common 143696294 2,452 31,795 SH   DFND   0 31,795 0
HEXCEL CORPORATION Common 011539629 2,876 43,325 SH   SOLE   43,325 0 0
HEXCEL CORPORATION Common 011539629 2,986 44,979 SH   DFND   0 44,979 0
HONEYWELL INTERNATIONAL INC. Common 010534801 2,955 20,513 SH   SOLE   20,513 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 3,067 21,291 SH   DFND   0 21,291 0
II-VI INC. Common 011542298 2,610 60,065 SH   SOLE   60,065 0 0
II-VI INC. Common 011542298 2,647 60,917 SH   DFND   0 60,917 0
JOHNSON & JOHNSON Common 009722513 1,915 15,780 SH   SOLE   15,780 0 0
JOHNSON & JOHNSON Common 009722513 2,022 16,662 SH   DFND   0 16,662 0
JPMORGAN CHASE & CO. Common 012271654 4,037 38,745 SH   SOLE   38,745 0 0
JPMORGAN CHASE & CO. Common 012271654 4,167 39,986 SH   DFND   0 39,986 0
LKQ CORPORATION Common 022290436 2,596 81,375 SH   SOLE   81,375 0 0
LKQ CORPORATION Common 022290436 2,698 84,575 SH   DFND   0 84,575 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,432 4,203 SH   SOLE   4,203 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,434 4,207 SH   DFND   0 4,207 0
QUANTA SERVICES, INC. Common 011549624 1,410 42,220 SH   SOLE   42,220 0 0
QUANTA SERVICES, INC. Common 011549624 1,455 43,558 SH   DFND   0 43,558 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 2,270 21,910 SH   SOLE   21,910 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 2,392 23,092 SH   DFND   0 23,092 0
STANLEY BLACK & DECKER INC Common 049645619 2,875 21,645 SH   SOLE   21,645 0 0
STANLEY BLACK & DECKER INC Common 049645619 2,976 22,410 SH   DFND   0 22,410 0
TE CONNECTIVITY LTD Common 043813854 4,290 47,630 SH   SOLE   47,630 0 0
TE CONNECTIVITY LTD Common 043813854 4,426 49,148 SH   DFND   0 49,148 0
THE TJX COMPANIES INC. Common 009961968 3,292 34,585 SH   SOLE   34,585 0 0
THE TJX COMPANIES INC. Common 009961968 3,415 35,878 SH   DFND   0 35,878 0
WABTEC CORP. Common 011540104 3,127 31,720 SH   SOLE   31,720 0 0
WABTEC CORP. Common 011540104 3,261 33,079 SH   DFND   0 33,079 0