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 539 1,635 SH   SOLE NONE 1,635 0 0
ADOBE INC. Common 009775625 5,587 16,940 SH   DFND   0 16,940 0
AERCAP HOLDINGS NV Common 027691617 67,508 1,098,228 SH   SOLE NONE 1,098,228 0 0
AERCAP HOLDINGS NV Common 027691617 23 377 SH   DFND   0 377 0
ALBEMARLE CORPORATION Common 010231272 384 5,255 SH   SOLE NONE 5,255 0 0
ALBEMARLE CORPORATION Common 010231272 3,627 49,658 SH   DFND   0 49,658 0
ALIBABA GROUP HOLDING LTD - SP ADR ADR 109467740 61,857 291,640 SH   SOLE NONE 291,640 0 0
ALIBABA GROUP HOLDING LTD - SP ADR ADR 109467740 19 89 SH   DFND   0 89 0
BOOKING HOLDINGS INC Common 178531140 536 261 SH   SOLE NONE 261 0 0
BOOKING HOLDINGS INC Common 178531140 5,559 2,707 SH   DFND   0 2,707 0
CABOT MICROELECTRONICS CORPORATION Common 011771025 453 3,140 SH   SOLE NONE 3,140 0 0
CABOT MICROELECTRONICS CORPORATION Common 011771025 6,188 42,880 SH   DFND   0 42,880 0
CHARLES RIVER LABORATORIES Common 011376487 504 3,300 SH   SOLE NONE 3,300 0 0
CHARLES RIVER LABORATORIES Common 011376487 5,104 33,415 SH   DFND   0 33,415 0
FIDELITY NATIONAL INFORMATION SERVICES, INC. Common 024343596 300 2,159 SH   SOLE NONE 2,159 0 0
FIDELITY NATIONAL INFORMATION SERVICES, INC. Common 024343596 3,052 21,940 SH   DFND   0 21,940 0
FORTIVE CORPORATION Common 143696294 2,853 37,342 SH   DFND   0 37,342 0
HEXCEL CORPORATION Common 011539629 267 3,640 SH   SOLE NONE 3,640 0 0
HEXCEL CORPORATION Common 011539629 4,304 58,704 SH   DFND   0 58,704 0
HONEYWELL INTERNATIONAL INC. Common 010534801 388 2,190 SH   SOLE NONE 2,190 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 4,030 22,771 SH   DFND   0 22,771 0
II-VI INC. Common 011542298 395 11,745 SH   SOLE NONE 11,745 0 0
II-VI INC. Common 011542298 4,021 119,420 SH   DFND   0 119,420 0
INGEVITY CORPORATION Common 140580180 454 5,190 SH   SOLE NONE 5,190 0 0
INGEVITY CORPORATION Common 140580180 3,098 35,454 SH   DFND   0 35,454 0
JPMORGAN CHASE & CO. Common 012271654 562 4,035 SH   SOLE NONE 4,035 0 0
JPMORGAN CHASE & CO. Common 012271654 6,173 44,283 SH   DFND   0 44,283 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 409 515 SH   SOLE NONE 515 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 4,656 5,869 SH   DFND   0 5,869 0
PTC INC. Common 088381041 340 4,535 SH   SOLE NONE 4,535 0 0
PTC INC. Common 088381041 3,484 46,527 SH   DFND   0 46,527 0
QUANTA SERVICES, INC. Common 011549624 471 11,560 SH   SOLE NONE 11,560 0 0
QUANTA SERVICES, INC. Common 011549624 4,762 116,979 SH   DFND   0 116,979 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 384 2,875 SH   SOLE NONE 2,875 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 3,930 29,439 SH   DFND   0 29,439 0
STANLEY BLACK & DECKER INC Common 049645619 457 2,755 SH   SOLE NONE 2,755 0 0
STANLEY BLACK & DECKER INC Common 049645619 4,682 28,252 SH   DFND   0 28,252 0
TE CONNECTIVITY LTD Common 043813854 499 5,210 SH   SOLE NONE 5,210 0 0
TE CONNECTIVITY LTD Common 043813854 6,096 63,607 SH   DFND   0 63,607 0
THE TJX COMPANIES INC. Common 009961968 488 7,990 SH   SOLE NONE 7,990 0 0
THE TJX COMPANIES INC. Common 009961968 5,294 86,703 SH   DFND   0 86,703 0