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 49,994 1,262,487 SH   SOLE NONE 1,262,487 0 0
AERCAP HOLDINGS NV Common 027691617 34 865 SH   DFND   0 865 0
ALBEMARLE CORPORATION Common 010231272 2,182 28,315 SH   SOLE NONE 28,315 0 0
ALBEMARLE CORPORATION Common 010231272 2,439 31,648 SH   DFND   0 31,648 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 779 5,193 SH   SOLE NONE 5,193 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 869 5,789 SH   DFND   0 5,789 0
ALLSTATE CORPORATION Common 009724478 76 920 SH   DFND   0 920 0
BOOKING HOLDINGS INC Common 178531140 3,559 2,066 SH   SOLE NONE 2,066 0 0
BOOKING HOLDINGS INC Common 178531140 3,982 2,312 SH   DFND   0 2,312 0
CHARLES RIVER LABORATORIES Common 011376487 3,889 34,360 SH   SOLE NONE 34,360 0 0
CHARLES RIVER LABORATORIES Common 011376487 4,281 37,829 SH   DFND   0 37,829 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 56 883 SH   DFND   0 883 0
DOWDUPONT INC. Common 046910503 2,884 53,935 SH   SOLE NONE 53,935 0 0
DOWDUPONT INC. Common 046910503 3,199 59,814 SH   DFND   0 59,814 0
FORTIVE CORPORATION Common 143696294 1,812 26,785 SH   SOLE NONE 26,785 0 0
FORTIVE CORPORATION Common 143696294 2,015 29,785 SH   DFND   0 29,785 0
HEXCEL CORPORATION Common 011539629 3,241 56,520 SH   SOLE NONE 56,520 0 0
HEXCEL CORPORATION Common 011539629 3,611 62,971 SH   DFND   0 62,971 0
HONEYWELL INTERNATIONAL INC. Common 010534801 2,458 18,603 SH   SOLE NONE 18,603 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 2,717 20,561 SH   DFND   0 20,561 0
II-VI INC. Common 011542298 2,259 69,580 SH   SOLE NONE 69,580 0 0
II-VI INC. Common 011542298 2,516 77,506 SH   DFND   0 77,506 0
JOHNSON & JOHNSON Common 009722513 2,036 15,780 SH   SOLE NONE 15,780 0 0
JOHNSON & JOHNSON Common 009722513 2,294 17,777 SH   DFND   0 17,777 0
JPMORGAN CHASE & CO. Common 012271654 3,782 38,745 SH   SOLE NONE 38,745 0 0
JPMORGAN CHASE & CO. Common 012271654 4,184 42,857 SH   DFND   0 42,857 0
LKQ CORPORATION Common 022290436 1,916 80,725 SH   SOLE NONE 80,725 0 0
LKQ CORPORATION Common 022290436 2,153 90,740 SH   DFND   0 90,740 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,077 3,673 SH   SOLE NONE 3,673 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,325 4,111 SH   DFND   0 4,111 0
QUANTA SERVICES, INC. Common 011549624 1,668 55,410 SH   SOLE NONE 55,410 0 0
QUANTA SERVICES, INC. Common 011549624 1,849 61,424 SH   DFND   0 61,424 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 2,342 23,945 SH   SOLE NONE 23,945 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 2,624 26,833 SH   DFND   0 26,833 0
STANLEY BLACK & DECKER INC Common 049645619 2,592 21,645 SH   SOLE NONE 21,645 0 0
STANLEY BLACK & DECKER INC Common 049645619 2,880 24,056 SH   DFND   0 24,056 0
TE CONNECTIVITY LTD Common 043813854 3,853 50,950 SH   SOLE NONE 50,950 0 0
TE CONNECTIVITY LTD Common 043813854 4,266 56,411 SH   DFND   0 56,411 0
THE TJX COMPANIES INC. Common 009961968 3,080 68,850 SH   SOLE NONE 68,850 0 0
THE TJX COMPANIES INC. Common 009961968 3,429 76,640 SH   DFND   0 76,640 0
WABTEC CORP. Common 011540104 2,032 28,920 SH   SOLE NONE 28,920 0 0
WABTEC CORP. Common 011540104 2,250 32,030 SH   DFND   0 32,030 0