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 28,954,875 377,853 SH   SOLE   28,954,875 0 0
Air Lease Corp. COM 00912X302 32,118,053 768,007 SH   SOLE   32,118,053 0 0
Albemarle COM 012653101 14,098,239 202,794 SH   SOLE   14,098,239 0 0
Alexandria Real Estate Equities COM 015271109 26,157,532 169,810 SH   SOLE   26,157,532 0 0
Bank of N.T. Butterfield & Sons COM G0772R208 15,554,687 524,787 SH   SOLE   15,554,687 0 0
Becton Dickinson COM 075887109 34,729,890 137,294 SH   SOLE   34,729,890 0 0
Black Knight, Inc. COM 09215C105 7,165,696 117,355 SH   SOLE   7,165,696 0 0
CBRE Group COM 12504L109 34,232,374 645,772 SH   SOLE   34,232,374 0 0
CIT Group COM 125581801 11,662,432 257,392 SH   SOLE   11,662,432 0 0
Carter's COM 146229109 21,797,548 238,982 SH   SOLE   21,797,548 0 0
East West Bancorp COM 27579R104 28,832,524 650,994 SH   SOLE   28,832,524 0 0
Emcor Group COM 29084Q100 22,826,364 265,053 SH   SOLE   22,826,364 0 0
Equinix Inc. COM 29444U700 33,353,460 57,825 SH   SOLE   33,353,460 0 0
Euronet Worldwide COM 298736109 36,110,497 246,825 SH   SOLE   36,110,497 0 0
Fidelity National Financial COM 31620R303 17,100,559 385,061 SH   SOLE   17,100,559 0 0
First Republic Bank COM 33616C100 22,047,116 227,995 SH   SOLE   22,047,116 0 0
Genpact Ltd. COM G3922B107 32,372,990 835,432 SH   SOLE   32,372,990 0 0
Hexcel COM 428291108 36,660,614 446,373 SH   SOLE   36,660,614 0 0
IDEX Corporation COM 45167R104 9,305,434 56,782 SH   SOLE   9,305,434 0 0
JELD-WEN Holdings Inc. COM 47580P103 3,643,650 188,888 SH   SOLE   3,643,650 0 0
Jacobs Engineering COM 469814107 31,780,329 347,326 SH   SOLE   31,780,329 0 0
Keysight Technologies, Inc. COM 49338L103 34,524,722 355,010 SH   SOLE   34,524,722 0 0
Laboratory Corp. of America Holdings COM 50540R409 29,232,168 174,001 SH   SOLE   29,232,168 0 0
Mid-America Apartment Communities COM 59522J103 35,328,397 271,736 SH   SOLE   35,328,397 0 0
Mohawk Industries COM 608190104 13,466,434 108,539 SH   SOLE   13,466,434 0 0
PVH Corp COM 693656100 20,407,511 231,299 SH   SOLE   20,407,511 0 0
Pioneer Natural Resources COM 723787107 14,666,291 116,612 SH   SOLE   14,666,291 0 0
Roper Industries COM 776696106 18,458,329 51,762 SH   SOLE   18,458,329 0 0
Ross Stores COM 778296103 38,286,789 348,537 SH   SOLE   38,286,789 0 0
SEI Investments COM 784117103 22,983,474 387,874 SH   SOLE   22,983,474 0 0
SLM Corp COM 78442P106 11,417,670 1,293,787 SH   SOLE   11,417,670 0 0
Wabtec COM 929740108 12,481,795 173,696 SH   SOLE   12,481,795 0 0