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
Agilent Technologies COM 00846U101 35,158,626 525,540 SH   SOLE   525,540 0 0
Albemarle COM 012653101 25,907,012 279,351 SH   SOLE   279,351 0 0
Alexandria Real Estate Equities COM 015271109 19,443,500 155,685 SH   SOLE   155,685 0 0
BankUnited COM 06652K103 15,450,351 386,452 SH   SOLE   386,452 0 0
Becton Dickinson COM 075887109 41,383,632 190,972 SH   SOLE   190,972 0 0
Black Knight, Inc. COM 09215C105 7,702,875 163,543 SH   SOLE   163,543 0 0
CBRE Group COM 12504L109 42,341,891 896,694 SH   SOLE   896,694 0 0
CIT Group COM 125581801 18,448,072 358,215 SH   SOLE   358,215 0 0
Carlisle Companies COM 142339100 17,618,770 168,746 SH   SOLE   168,746 0 0
Carter's COM 146229109 34,235,575 328,872 SH   SOLE   328,872 0 0
Covanta Holdings COM 22282E102 14,570,905 1,004,890 SH   SOLE   1,004,890 0 0
East West Bancorp COM 27579R104 32,281,022 516,166 SH   SOLE   516,166 0 0
Emcor Group COM 29084Q100 28,722,193 368,564 SH   SOLE   368,564 0 0
Euronet Worldwide COM 298736109 33,283,011 421,731 SH   SOLE   421,731 0 0
Fidelity National Financial COM 31620R303 21,441,635 535,773 SH   SOLE   535,773 0 0
First Republic Bank COM 33616C100 29,374,040 317,180 SH   SOLE   317,180 0 0
Genpact Ltd. COM G3922B107 29,783,394 931,022 SH   SOLE   931,022 0 0
Hexcel COM 428291108 40,075,899 620,466 SH   SOLE   620,466 0 0
Host Hotels & Resorts Inc. COM 44107P104 19,023,313 1,020,564 SH   SOLE   1,020,564 0 0
IDEX Corporation COM 45167R104 31,546,726 221,365 SH   SOLE   221,365 0 0
JELD-WEN Holdings Inc. COM 47580P103 8,010,039 261,595 SH   SOLE   261,595 0 0
Jacobs Engineering COM 469814107 34,804,156 588,405 SH   SOLE   588,405 0 0
Keysight Technologies, Inc. COM 49338L103 42,057,120 802,770 SH   SOLE   802,770 0 0
Laboratory Corp. of America Holdings COM 50540R409 27,826,499 172,034 SH   SOLE   172,034 0 0
Mid-America Apartment Communities COM 59522J103 34,451,220 377,589 SH   SOLE   377,589 0 0
Mohawk Industries COM 608190104 34,756,600 149,671 SH   SOLE   149,671 0 0
PVH Corp COM 693656100 38,629,793 255,100 SH   SOLE   255,100 0 0
Pioneer Natural Resources COM 723787107 27,875,084 162,272 SH   SOLE   162,272 0 0
Reliance Steel & Aluminum COM 759509102 24,639,447 287,374 SH   SOLE   287,374 0 0
Roper Industries COM 776696106 20,228,486 72,067 SH   SOLE   72,067 0 0
Ross Stores COM 778296103 44,698,760 573,208 SH   SOLE   573,208 0 0
SEI Investments COM 784117103 40,414,020 539,501 SH   SOLE   539,501 0 0
Snap-on COM 833034101 25,066,161 169,894 SH   SOLE   169,894 0 0
Wabtec COM 929740108 7,819,528 96,063 SH   SOLE   96,063 0 0