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 21,581,880 213,809 SH   SOLE   21,581,880 0 0
Air Lease Corp. COM 00912X302 12,596,732 428,169 SH   SOLE   12,596,732 0 0
Albemarle COM 012653101 10,156,493 113,760 SH   SOLE   10,156,493 0 0
Alexandria Real Estate Equities COM 015271109 15,351,520 95,947 SH   SOLE   15,351,520 0 0
Bank of N.T. Butterfield & Sons COM G0772R208 6,540,027 293,538 SH   SOLE   6,540,027 0 0
Becton Dickinson COM 075887109 18,072,488 77,671 SH   SOLE   18,072,488 0 0
Black Knight, Inc. COM 09215C105 5,826,169 66,929 SH   SOLE   5,826,169 0 0
CBRE Group COM 12504L109 17,137,145 364,853 SH   SOLE   17,137,145 0 0
CIT Group COM 125581801 2,554,915 144,264 SH   SOLE   2,554,915 0 0
Carter's COM 146229109 11,586,395 133,823 SH   SOLE   11,586,395 0 0
East West Bancorp COM 27579R104 11,833,873 361,450 SH   SOLE   11,833,873 0 0
Emcor Group COM 29084Q100 10,163,677 150,106 SH   SOLE   10,163,677 0 0
Equinix Inc. COM 29444U700 21,316,326 28,043 SH   SOLE   21,316,326 0 0
Euronet Worldwide COM 298736109 17,392,083 190,912 SH   SOLE   17,392,083 0 0
Fidelity National Financial COM 31620R303 6,753,755 215,706 SH   SOLE   6,753,755 0 0
First Republic Bank COM 33616C100 14,081,282 129,115 SH   SOLE   14,081,282 0 0
Genpact Ltd. COM G3922B107 18,386,620 472,057 SH   SOLE   18,386,620 0 0
Hexcel COM 428291108 8,474,193 252,584 SH   SOLE   8,474,193 0 0
IDEX Corporation COM 45167R104 2,564,867 14,061 SH   SOLE   2,564,867 0 0
Jacobs Engineering COM 469814107 18,262,146 196,854 SH   SOLE   18,262,146 0 0
Keysight Technologies, Inc. COM 49338L103 19,868,807 201,142 SH   SOLE   19,868,807 0 0
Laboratory Corp. of America Holdings COM 50540R409 18,306,433 97,235 SH   SOLE   18,306,433 0 0
Liberty Media Corp - Formula One COM 531229854 6,088,427 167,864 SH   SOLE   6,088,427 0 0
Mid-America Apartment Communities COM 59522J103 17,832,298 153,793 SH   SOLE   17,832,298 0 0
Mohawk Industries COM 608190104 5,865,159 60,100 SH   SOLE   5,865,159 0 0
PVH Corp COM 693656100 7,634,815 128,015 SH   SOLE   7,634,815 0 0
Pioneer Natural Resources COM 723787107 31,472 366 SH   SOLE   31,472 0 0
Roper Industries COM 776696106 11,574,747 29,295 SH   SOLE   11,574,747 0 0
Ross Stores COM 778296103 18,350,445 196,640 SH   SOLE   18,350,445 0 0
SEI Investments COM 784117103 11,130,352 219,447 SH   SOLE   11,130,352 0 0
SLM Corp COM 78442P106 11,648,621 1,439,879 SH   SOLE   11,648,621 0 0
Wabtec COM 929740108 3,978,513 64,294 SH   SOLE   3,978,513 0 0
Xilinx Inc COM 983919101 7,998,544 76,732 SH   SOLE   7,998,544 0 0