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
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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
Agilent Technologies COM 00846U101 35,135,181 664,558 SH   SOLE   35,135,181 0 0
Albemarle COM 012653101 29,528,915 279,524 SH   SOLE   29,528,915 0 0
BankUnited COM 06652K103 39,589,492 1,061,096 SH   SOLE   39,589,492 0 0
Becton Dickinson COM 075887109 44,242,793 241,184 SH   SOLE   44,242,793 0 0
CBRE Group COM 12504L109 45,194,263 1,299,059 SH   SOLE   45,194,263 0 0
CIT Group COM 125581801 28,089,700 654,314 SH   SOLE   28,089,700 0 0
Carlisle Companies COM 142339100 22,715,236 213,469 SH   SOLE   22,715,236 0 0
Carter's COM 146229109 30,560,197 340,314 SH   SOLE   30,560,197 0 0
Covanta Holdings COM 22282E102 20,034,283 1,276,069 SH   SOLE   20,034,283 0 0
Emcor Group COM 29084Q100 22,995,635 365,300 SH   SOLE   22,995,635 0 0
Envision Healthcare Corp COM 29414D100 33,832,145 551,731 SH   SOLE   33,832,145 0 0
Euronet Worldwide COM 298736109 40,098,789 468,882 SH   SOLE   40,098,789 0 0
Fidelity National Financial COM 31620R303 26,211,760 673,132 SH   SOLE   26,211,760 0 0
First Republic Bank COM 33616C100 37,519,685 399,954 SH   SOLE   37,519,685 0 0
Genpact Ltd. COM G3922B107 23,110,637 933,386 SH   SOLE   23,110,637 0 0
Hanesbrands, Inc. COM 410345102 15,177,989 731,117 SH   SOLE   15,177,989 0 0
Hexcel COM 428291108 49,055,233 899,271 SH   SOLE   49,055,233 0 0
Host Hotels & Resorts Inc. COM 44107P104 24,028,967 1,287,726 SH   SOLE   24,028,967 0 0
IDEX Corporation COM 45167R104 31,711,485 339,124 SH   SOLE   31,711,485 0 0
Jacobs Engineering COM 469814107 34,899,922 631,330 SH   SOLE   34,899,922 0 0
Keysight Technologies, Inc. COM 49338L103 40,968,051 1,133,593 SH   SOLE   40,968,051 0 0
Kroger COM 501044101 28,472,418 965,494 SH   SOLE   28,472,418 0 0
Laboratory Corp. of America Holdings COM 50540R409 31,161,254 217,197 SH   SOLE   31,161,254 0 0
Mid-America Apartment Communities COM 59522J103 23,415,563 230,151 SH   SOLE   23,415,563 0 0
Mohawk Industries COM 608190104 48,770,067 212,515 SH   SOLE   48,770,067 0 0
PVH Corp COM 693656100 33,373,007 322,538 SH   SOLE   33,373,007 0 0
Pioneer Natural Resources COM 723787107 30,956,640 166,228 SH   SOLE   30,956,640 0 0
Reliance Steel & Aluminum COM 759509102 29,007,250 362,500 SH   SOLE   29,007,250 0 0
Roper Industries COM 776696106 18,808,555 91,087 SH   SOLE   18,808,555 0 0
Ross Stores COM 778296103 42,295,325 642,103 SH   SOLE   42,295,325 0 0
SEI Investments COM 784117103 34,393,775 681,875 SH   SOLE   34,393,775 0 0
Snap-on COM 833034101 36,242,966 214,875 SH   SOLE   36,242,966 0 0
Wabtec COM 929740108 9,514,128 121,976 SH   SOLE   9,514,128 0 0