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 452 1,635 SH   SOLE NONE 1,635 0 0
ADOBE INC. Common 009775625 4,696 17,000 SH   DFND   0 17,000 0
AERCAP HOLDINGS NV Common 027691617 64,279 1,174,049 SH   SOLE NONE 1,174,049 0 0
AERCAP HOLDINGS NV Common 027691617 21 377 SH   DFND   0 377 0
ALBEMARLE CORPORATION Common 010231272 365 5,255 SH   SOLE NONE 5,255 0 0
ALBEMARLE CORPORATION Common 010231272 3,464 49,833 SH   DFND   0 49,833 0
BOOKING HOLDINGS INC Common 178531140 512 261 SH   SOLE NONE 261 0 0
BOOKING HOLDINGS INC Common 178531140 5,332 2,717 SH   DFND   0 2,717 0
CABOT MICROELECTRONICS CORPORATION Common 011771025 443 3,140 SH   SOLE NONE 3,140 0 0
CABOT MICROELECTRONICS CORPORATION Common 011771025 6,077 43,035 SH   DFND   0 43,035 0
CHARLES RIVER LABORATORIES Common 011376487 437 3,300 SH   SOLE NONE 3,300 0 0
CHARLES RIVER LABORATORIES Common 011376487 4,439 33,535 SH   DFND   0 33,535 0
FIDELITY NATIONAL INFORMATION SERVICES, INC. Common 024343596 287 2,159 SH   SOLE NONE 2,159 0 0
FIDELITY NATIONAL INFORMATION SERVICES, INC. Common 024343596 2,923 22,020 SH   DFND   0 22,020 0
FORTIVE CORPORATION Common 143696294 2,569 37,477 SH   DFND   0 37,477 0
HEXCEL CORPORATION Common 011539629 412 5,020 SH   SOLE NONE 5,020 0 0
HEXCEL CORPORATION Common 011539629 4,839 58,914 SH   DFND   0 58,914 0
HONEYWELL INTERNATIONAL INC. Common 010534801 371 2,190 SH   SOLE NONE 2,190 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 3,866 22,851 SH   DFND   0 22,851 0
II-VI INC. Common 011542298 414 11,745 SH   SOLE NONE 11,745 0 0
II-VI INC. Common 011542298 4,220 119,850 SH   DFND   0 119,850 0
INGEVITY CORPORATION Common 140580180 440 5,190 SH   SOLE NONE 5,190 0 0
INGEVITY CORPORATION Common 140580180 3,018 35,574 SH   DFND   0 35,574 0
JPMORGAN CHASE & CO. Common 012271654 513 4,355 SH   SOLE NONE 4,355 0 0
JPMORGAN CHASE & CO. Common 012271654 5,230 44,443 SH   DFND   0 44,443 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 363 515 SH   SOLE NONE 515 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 4,148 5,889 SH   DFND   0 5,889 0
PTC INC. Common 088381041 309 4,535 SH   SOLE NONE 4,535 0 0
PTC INC. Common 088381041 3,184 46,697 SH   DFND   0 46,697 0
QUANTA SERVICES, INC. Common 011549624 437 11,560 SH   SOLE NONE 11,560 0 0
QUANTA SERVICES, INC. Common 011549624 4,438 117,399 SH   DFND   0 117,399 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 311 2,875 SH   SOLE NONE 2,875 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 3,201 29,544 SH   DFND   0 29,544 0
STANLEY BLACK & DECKER INC Common 049645619 398 2,755 SH   SOLE NONE 2,755 0 0
STANLEY BLACK & DECKER INC Common 049645619 4,094 28,352 SH   DFND   0 28,352 0
TE CONNECTIVITY LTD Common 043813854 527 5,660 SH   SOLE NONE 5,660 0 0
TE CONNECTIVITY LTD Common 043813854 5,948 63,837 SH   DFND   0 63,837 0
THE TJX COMPANIES INC. Common 009961968 445 7,990 SH   SOLE NONE 7,990 0 0
THE TJX COMPANIES INC. Common 009961968 4,850 87,013 SH   DFND   0 87,013 0