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 26,693,705 372,713 SH   SOLE   26,693,705 0 0
Air Lease Corp. COM 00912X302 16,622,225 750,778 SH   SOLE   16,622,225 0 0
Albemarle COM 012653101 11,184,428 198,411 SH   SOLE   11,184,428 0 0
Alexandria Real Estate Equities COM 015271109 22,975,231 167,629 SH   SOLE   22,975,231 0 0
Bank of N.T. Butterfield & Sons COM G0772R208 8,686,407 510,065 SH   SOLE   8,686,407 0 0
Becton Dickinson COM 075887109 31,117,292 135,428 SH   SOLE   31,117,292 0 0
Black Knight, Inc. COM 09215C105 6,719,922 115,741 SH   SOLE   6,719,922 0 0
CBRE Group COM 12504L109 24,029,378 637,215 SH   SOLE   24,029,378 0 0
CIT Group COM 125581801 4,339,475 251,418 SH   SOLE   4,339,475 0 0
Carter's COM 146229109 15,371,421 233,857 SH   SOLE   15,371,421 0 0
East West Bancorp COM 27579R104 16,290,486 632,886 SH   SOLE   16,290,486 0 0
Emcor Group COM 29084Q100 16,032,972 261,464 SH   SOLE   16,032,972 0 0
Equinix Inc. COM 29444U700 35,647,333 57,075 SH   SOLE   35,647,333 0 0
Euronet Worldwide COM 298736109 21,498,490 250,799 SH   SOLE   21,498,490 0 0
Fidelity National Financial COM 31620R303 9,357,816 376,118 SH   SOLE   9,357,816 0 0
First Republic Bank COM 33616C100 18,504,690 224,899 SH   SOLE   18,504,690 0 0
Genpact Ltd. COM G3922B107 24,073,969 824,451 SH   SOLE   24,073,969 0 0
Hexcel COM 428291108 16,376,468 440,346 SH   SOLE   16,376,468 0 0
IDEX Corporation COM 45167R104 3,404,135 24,648 SH   SOLE   3,404,135 0 0
Jacobs Engineering COM 469814107 27,257,861 343,861 SH   SOLE   27,257,861 0 0
Keysight Technologies, Inc. COM 49338L103 29,410,926 351,469 SH   SOLE   29,410,926 0 0
Laboratory Corp. of America Holdings COM 50540R409 22,082,608 174,718 SH   SOLE   22,082,608 0 0
Mid-America Apartment Communities COM 59522J103 27,621,828 268,095 SH   SOLE   27,621,828 0 0
Mohawk Industries COM 608190104 8,014,120 105,117 SH   SOLE   8,014,120 0 0
PVH Corp COM 693656100 8,439,189 224,208 SH   SOLE   8,439,189 0 0
Pioneer Natural Resources COM 723787107 8,068,302 115,015 SH   SOLE   8,068,302 0 0
Roper Industries COM 776696106 15,902,310 51,000 SH   SOLE   15,902,310 0 0
Ross Stores COM 778296103 29,881,153 343,580 SH   SOLE   29,881,153 0 0
SEI Investments COM 784117103 17,730,008 382,607 SH   SOLE   17,730,008 0 0
SLM Corp COM 78442P106 9,016,433 1,254,024 SH   SOLE   9,016,433 0 0
Wabtec COM 929740108 8,182,004 169,998 SH   SOLE   8,182,004 0 0