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 31,487,468 356,314 SH   SOLE   31,487,468 0 0
Air Lease Corp. COM 00912X302 21,080,452 719,715 SH   SOLE   21,080,452 0 0
Albemarle COM 012653101 14,636,468 189,567 SH   SOLE   14,636,468 0 0
Alexandria Real Estate Equities COM 015271109 26,004,132 160,272 SH   SOLE   26,004,132 0 0
Bank of N.T. Butterfield & Sons COM G0772R208 11,917,539 488,624 SH   SOLE   11,917,539 0 0
Becton Dickinson COM 075887109 30,976,612 129,463 SH   SOLE   30,976,612 0 0
Black Knight, Inc. COM 09215C105 8,024,918 110,597 SH   SOLE   8,024,918 0 0
CBRE Group COM 12504L109 27,550,104 609,246 SH   SOLE   27,550,104 0 0
CIT Group COM 125581801 4,995,557 240,982 SH   SOLE   4,995,557 0 0
Carter's COM 146229109 18,032,980 223,457 SH   SOLE   18,032,980 0 0
East West Bancorp COM 27579R104 21,985,068 606,652 SH   SOLE   21,985,068 0 0
Emcor Group COM 29084Q100 16,531,495 249,947 SH   SOLE   16,531,495 0 0
Equinix Inc. COM 29444U700 32,840,953 46,762 SH   SOLE   32,840,953 0 0
Euronet Worldwide COM 298736109 28,065,774 292,901 SH   SOLE   28,065,774 0 0
Fidelity National Financial COM 31620R303 11,053,972 360,534 SH   SOLE   11,053,972 0 0
First Republic Bank COM 33616C100 22,786,472 214,987 SH   SOLE   22,786,472 0 0
Genpact Ltd. COM G3922B107 28,787,438 788,265 SH   SOLE   28,787,438 0 0
Hexcel COM 428291108 19,036,535 420,976 SH   SOLE   19,036,535 0 0
IDEX Corporation COM 45167R104 3,724,055 23,564 SH   SOLE   3,724,055 0 0
Jacobs Engineering COM 469814107 27,879,696 328,770 SH   SOLE   27,879,696 0 0
Keysight Technologies, Inc. COM 49338L103 33,866,615 336,045 SH   SOLE   33,866,615 0 0
Laboratory Corp. of America Holdings COM 50540R409 27,863,956 167,744 SH   SOLE   27,863,956 0 0
Mid-America Apartment Communities COM 59522J103 29,390,265 256,303 SH   SOLE   29,390,265 0 0
Mohawk Industries COM 608190104 10,247,232 100,700 SH   SOLE   10,247,232 0 0
PVH Corp COM 693656100 10,322,485 214,828 SH   SOLE   10,322,485 0 0
Pioneer Natural Resources COM 723787107 10,741,333 109,942 SH   SOLE   10,741,333 0 0
Roper Industries COM 776696106 18,926,122 48,746 SH   SOLE   18,926,122 0 0
Ross Stores COM 778296103 27,999,976 328,484 SH   SOLE   27,999,976 0 0
SEI Investments COM 784117103 20,110,694 365,782 SH   SOLE   20,110,694 0 0
SLM Corp COM 78442P106 13,968,758 1,987,021 SH   SOLE   13,968,758 0 0
Wabtec COM 929740108 9,352,074 162,447 SH   SOLE   9,352,074 0 0