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 80,659 1,402,271 SH   SOLE NONE 1,402,271 0 0
AERCAP HOLDINGS NV Common 027691617 54 942 SH   DFND   0 942 0
ALBEMARLE CORPORATION Common 010231272 2,825 28,315 SH   SOLE NONE 28,315 0 0
ALBEMARLE CORPORATION Common 010231272 3,169 31,763 SH   DFND   0 31,763 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 2,837 12,013 SH   SOLE NONE 12,013 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 3,070 12,999 SH   DFND   0 12,999 0
ALLSTATE CORPORATION Common 009724478 91 920 SH   DFND   0 920 0
BOOKING HOLDINGS INC Common 178531140 4,125 2,079 SH   SOLE NONE 2,079 0 0
BOOKING HOLDINGS INC Common 178531140 4,605 2,321 SH   DFND   0 2,321 0
CHARLES RIVER LABORATORIES Common 011376487 4,623 34,360 SH   SOLE NONE 34,360 0 0
CHARLES RIVER LABORATORIES Common 011376487 5,123 38,079 SH   DFND   0 38,079 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 52 680 SH   DFND   0 680 0
DOWDUPONT INC. Common 046910503 3,469 53,935 SH   SOLE NONE 53,935 0 0
DOWDUPONT INC. Common 046910503 3,860 60,029 SH   DFND   0 60,029 0
FORTIVE CORPORATION Common 143696294 2,255 26,785 SH   SOLE NONE 26,785 0 0
FORTIVE CORPORATION Common 143696294 2,517 29,895 SH   DFND   0 29,895 0
HEXCEL CORPORATION Common 011539629 2,905 43,325 SH   SOLE NONE 43,325 0 0
HEXCEL CORPORATION Common 011539629 3,248 48,446 SH   DFND   0 48,446 0
HONEYWELL INTERNATIONAL INC. Common 010534801 3,096 18,603 SH   SOLE NONE 18,603 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 3,433 20,631 SH   DFND   0 20,631 0
II-VI INC. Common 011542298 2,841 60,065 SH   SOLE NONE 60,065 0 0
II-VI INC. Common 011542298 3,102 65,586 SH   DFND   0 65,586 0
JOHNSON & JOHNSON Common 009722513 2,180 15,780 SH   SOLE NONE 15,780 0 0
JOHNSON & JOHNSON Common 009722513 2,478 17,935 SH   DFND   0 17,935 0
JPMORGAN CHASE & CO. Common 012271654 4,372 38,745 SH   SOLE NONE 38,745 0 0
JPMORGAN CHASE & CO. Common 012271654 4,862 43,085 SH   DFND   0 43,085 0
LKQ CORPORATION Common 022290436 2,577 81,375 SH   SOLE NONE 81,375 0 0
LKQ CORPORATION Common 022290436 2,884 91,060 SH   DFND   0 91,060 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,560 4,203 SH   SOLE NONE 4,203 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,752 4,519 SH   DFND   0 4,519 0
QUANTA SERVICES, INC. Common 011549624 1,850 55,410 SH   SOLE NONE 55,410 0 0
QUANTA SERVICES, INC. Common 011549624 2,058 61,644 SH   DFND   0 61,644 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 3,111 23,945 SH   SOLE NONE 23,945 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 3,499 26,928 SH   DFND   0 26,928 0
STANLEY BLACK & DECKER INC Common 049645619 3,170 21,645 SH   SOLE NONE 21,645 0 0
STANLEY BLACK & DECKER INC Common 049645619 3,535 24,141 SH   DFND   0 24,141 0
TE CONNECTIVITY LTD Common 043813854 4,188 47,630 SH   SOLE NONE 47,630 0 0
TE CONNECTIVITY LTD Common 043813854 4,656 52,947 SH   DFND   0 52,947 0
THE TJX COMPANIES INC. Common 009961968 3,874 34,585 SH   SOLE NONE 34,585 0 0
THE TJX COMPANIES INC. Common 009961968 4,322 38,585 SH   DFND   0 38,585 0
WABTEC CORP. Common 011540104 3,033 28,920 SH   SOLE NONE 28,920 0 0
WABTEC CORP. Common 011540104 3,371 32,145 SH   DFND   0 32,145 0