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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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 39,279,110 586,518 SH   SOLE   586,518 0 0
Albemarle COM 012653101 32,494,931 254,085 SH   SOLE   254,085 0 0
Alexandria Real Estate Equities COM 015271109 11,078,994 84,838 SH   SOLE   84,838 0 0
BankUnited COM 06652K103 30,289,287 743,843 SH   SOLE   743,843 0 0
Becton Dickinson COM 075887109 45,804,559 213,980 SH   SOLE   213,980 0 0
Black Knight, Inc. COM 09215C105 8,131,150 184,171 SH   SOLE   184,171 0 0
CBRE Group COM 12504L109 49,917,157 1,152,555 SH   SOLE   1,152,555 0 0
CIT Group COM 125581801 19,759,051 401,362 SH   SOLE   401,362 0 0
Carlisle Companies COM 142339100 21,528,947 189,432 SH   SOLE   189,432 0 0
Carter's COM 146229109 35,538,610 302,482 SH   SOLE   302,482 0 0
Covanta Holdings COM 22282E102 18,726,231 1,108,061 SH   SOLE   1,108,061 0 0
East West Bancorp COM 27579R104 35,120,809 577,360 SH   SOLE   577,360 0 0
Emcor Group COM 29084Q100 33,711,738 412,376 SH   SOLE   412,376 0 0
Euronet Worldwide COM 298736109 39,726,648 471,421 SH   SOLE   471,421 0 0
Fidelity National Financial COM 31620R303 23,573,195 600,744 SH   SOLE   600,744 0 0
First Republic Bank COM 33616C100 30,777,474 355,234 SH   SOLE   355,234 0 0
Genpact Ltd. COM G3922B107 33,103,868 1,042,970 SH   SOLE   1,042,970 0 0
Hanesbrands, Inc. COM 410345102 9,362,076 447,732 SH   SOLE   447,732 0 0
Hexcel COM 428291108 42,892,728 693,496 SH   SOLE   693,496 0 0
Host Hotels & Resorts Inc. COM 44107P104 22,737,917 1,145,487 SH   SOLE   1,145,487 0 0
IDEX Corporation COM 45167R104 32,681,315 247,642 SH   SOLE   247,642 0 0
Jacobs Engineering COM 469814107 43,410,980 658,141 SH   SOLE   658,141 0 0
Keysight Technologies, Inc. COM 49338L103 41,920,154 1,007,696 SH   SOLE   1,007,696 0 0
Laboratory Corp. of America Holdings COM 50540R409 30,746,829 192,758 SH   SOLE   192,758 0 0
Mid-America Apartment Communities COM 59522J103 33,773,579 335,855 SH   SOLE   335,855 0 0
Mohawk Industries COM 608190104 46,173,520 167,356 SH   SOLE   167,356 0 0
PVH Corp COM 693656100 39,090,580 284,896 SH   SOLE   284,896 0 0
Pioneer Natural Resources COM 723787107 31,394,745 181,630 SH   SOLE   181,630 0 0
Reliance Steel & Aluminum COM 759509102 27,476,135 320,272 SH   SOLE   320,272 0 0
Roper Industries COM 776696106 20,702,129 79,931 SH   SOLE   79,931 0 0
Ross Stores COM 778296103 45,745,469 570,037 SH   SOLE   570,037 0 0
SEI Investments COM 784117103 43,443,394 604,556 SH   SOLE   604,556 0 0
Snap-on COM 833034101 33,222,277 190,604 SH   SOLE   190,604 0 0
Wabtec COM 929740108 8,818,380 108,294 SH   SOLE   108,294 0 0