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 560 1,120 SH   SOLE NONE 1,120 0 0
ADOBE INC. Common 009775625 3,543 7,085 SH   DFND   0 7,085 0
ALBEMARLE CORPORATION Common 010231272 526 3,565 SH   SOLE NONE 3,565 0 0
ALBEMARLE CORPORATION Common 010231272 4,017 27,233 SH   DFND   0 27,233 0
BOOKING HOLDINGS INC Common 178531140 581 261 SH   SOLE NONE 261 0 0
BOOKING HOLDINGS INC Common 178531140 3,626 1,628 SH   DFND   0 1,628 0
BOSTON SCIENTIFIC CORPORATION Common 009775641 319 8,870 SH   SOLE NONE 8,870 0 0
BOSTON SCIENTIFIC CORPORATION Common 009775641 1,655 46,050 SH   DFND   0 46,050 0
CHARLES RIVER LABORATORIES Common 011376487 621 2,485 SH   SOLE NONE 2,485 0 0
CHARLES RIVER LABORATORIES Common 011376487 3,073 12,297 SH   DFND   0 12,297 0
CMC MATERIALS INC. Common 011771025 318 2,105 SH   SOLE NONE 2,105 0 0
CMC MATERIALS INC. Common 011771025 2,172 14,356 SH   DFND   0 14,356 0
FIDELITY NATIONAL INFORMATION SERVICES, INC. Common 024343596 381 2,694 SH   SOLE NONE 2,694 0 0
FIDELITY NATIONAL INFORMATION SERVICES, INC. Common 024343596 2,365 16,719 SH   DFND   0 16,719 0
HAEMONETICS CORPORATION Common 011526934 252 2,120 SH   SOLE NONE 2,120 0 0
HAEMONETICS CORPORATION Common 011526934 2,390 20,125 SH   DFND   0 20,125 0
HONEYWELL INTERNATIONAL INC. Common 010534801 386 1,815 SH   SOLE NONE 1,815 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 2,509 11,798 SH   DFND   0 11,798 0
JPMORGAN CHASE & CO. Common 012271654 429 3,375 SH   SOLE NONE 3,375 0 0
JPMORGAN CHASE & CO. Common 012271654 2,918 22,961 SH   DFND   0 22,961 0
LINDE PLC - (USD) Common 186297610 186 705 SH   SOLE NONE 705 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 479 420 SH   SOLE NONE 420 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,962 2,599 SH   DFND   0 2,599 0
PTC INC. Common 088381041 542 4,535 SH   SOLE NONE 4,535 0 0
PTC INC. Common 088381041 3,414 28,543 SH   DFND   0 28,543 0
QUANTA SERVICES, INC. Common 011549624 688 9,555 SH   SOLE NONE 9,555 0 0
QUANTA SERVICES, INC. Common 011549624 4,209 58,447 SH   DFND   0 58,447 0
RPM INTERNATIONAL INC Common 010068541 174 1,915 SH   SOLE NONE 1,915 0 0
RPM INTERNATIONAL INC Common 010068541 2,097 23,100 SH   DFND   0 23,100 0
SONY CORPORATION - SP ADR ADR 010158168 443 4,385 SH   SOLE NONE 4,385 0 0
STANLEY BLACK & DECKER INC Common 049645619 492 2,755 SH   SOLE NONE 2,755 0 0
STANLEY BLACK & DECKER INC Common 049645619 3,063 17,153 SH   DFND   0 17,153 0
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, LTD - SP ADR ADR 010192463 29,677 272,165 SH   SOLE NONE 272,165 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, LTD - SP ADR ADR 010192463 23 211 SH   DFND   0 211 0
TE CONNECTIVITY LTD Common 043813854 512 4,230 SH   SOLE NONE 4,230 0 0
TE CONNECTIVITY LTD Common 043813854 3,470 28,657 SH   DFND   0 28,657 0
THE TJX COMPANIES INC. Common 009961968 546 7,990 SH   SOLE NONE 7,990 0 0
THE TJX COMPANIES INC. Common 009961968 3,496 51,199 SH   DFND   0 51,199 0