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
ADOBE INC. Common 009775625 3,668 13,765 SH   SOLE NONE 13,765 0 0
ADOBE INC. Common 009775625 3,670 13,770 SH   DFND   0 13,770 0
AERCAP HOLDINGS NV Common 027691617 57,036 1,225,531 SH   SOLE NONE 1,225,531 0 0
AERCAP HOLDINGS NV Common 027691617 18 377 SH   DFND   0 377 0
ALBEMARLE CORPORATION Common 010231272 3,217 39,245 SH   SOLE NONE 39,245 0 0
ALBEMARLE CORPORATION Common 010231272 3,220 39,273 SH   DFND   0 39,273 0
BOOKING HOLDINGS INC Common 178531140 3,842 2,202 SH   SOLE NONE 2,202 0 0
BOOKING HOLDINGS INC Common 178531140 3,844 2,203 SH   DFND   0 2,203 0
CHARLES RIVER LABORATORIES Common 011376487 4,391 30,230 SH   SOLE NONE 30,230 0 0
CHARLES RIVER LABORATORIES Common 011376487 4,394 30,250 SH   DFND   0 30,250 0
FORTIVE CORPORATION Common 143696294 2,547 30,360 SH   SOLE NONE 30,360 0 0
FORTIVE CORPORATION Common 143696294 2,549 30,382 SH   DFND   0 30,382 0
HEXCEL CORPORATION Common 011539629 3,965 57,330 SH   SOLE NONE 57,330 0 0
HEXCEL CORPORATION Common 011539629 3,984 57,599 SH   DFND   0 57,599 0
HONEYWELL INTERNATIONAL INC. Common 010534801 2,932 18,448 SH   SOLE NONE 18,448 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 2,946 18,536 SH   DFND   0 18,536 0
II-VI INC. Common 011542298 3,611 96,970 SH   SOLE NONE 96,970 0 0
II-VI INC. Common 011542298 3,616 97,090 SH   DFND   0 97,090 0
INGEVITY CORPORATION Common 140580180 2,852 27,005 SH   SOLE NONE 27,005 0 0
INGEVITY CORPORATION Common 140580180 2,855 27,034 SH   DFND   0 27,034 0
JPMORGAN CHASE & CO. Common 012271654 3,640 35,960 SH   SOLE NONE 35,960 0 0
JPMORGAN CHASE & CO. Common 012271654 3,645 36,003 SH   DFND   0 36,003 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 3,451 4,773 SH   SOLE NONE 4,773 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 3,455 4,779 SH   DFND   0 4,779 0
PTC INC. Common 088381041 3,193 34,635 SH   SOLE NONE 34,635 0 0
PTC INC. Common 088381041 3,197 34,682 SH   DFND   0 34,682 0
QUANTA SERVICES, INC. Common 011549624 3,275 86,765 SH   SOLE NONE 86,765 0 0
QUANTA SERVICES, INC. Common 011549624 3,279 86,884 SH   DFND   0 86,884 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 3,447 30,075 SH   SOLE NONE 30,075 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 3,449 30,094 SH   DFND   0 30,094 0
STANLEY BLACK & DECKER INC Common 049645619 2,833 20,805 SH   SOLE NONE 20,805 0 0
STANLEY BLACK & DECKER INC Common 049645619 2,836 20,827 SH   DFND   0 20,827 0
TE CONNECTIVITY LTD Common 043813854 4,185 51,830 SH   SOLE NONE 51,830 0 0
TE CONNECTIVITY LTD Common 043813854 4,189 51,877 SH   DFND   0 51,877 0
THE TJX COMPANIES INC. Common 009961968 3,637 68,360 SH   SOLE NONE 68,360 0 0
THE TJX COMPANIES INC. Common 009961968 3,691 69,368 SH   DFND   0 69,368 0
WORLDPAY, INC. CL A Common 175243909 2,177 19,185 SH   SOLE NONE 19,185 0 0
WORLDPAY, INC. CL A Common 175243909 2,180 19,210 SH   DFND   0 19,210 0