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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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 22,967,078 180,644 SH   SOLE   22,967,078 0 0
Air Lease Corp. COM 00912X302 17,782,198 362,902 SH   SOLE   17,782,198 0 0
Albemarle COM 012653101 9,503,725 65,045 SH   SOLE   9,503,725 0 0
Alexandria Real Estate Equities COM 015271109 13,324,073 81,096 SH   SOLE   13,324,073 0 0
Bank of N.T. Butterfield & Sons COM G0772R208 9,475,197 247,912 SH   SOLE   9,475,197 0 0
Becton Dickinson COM 075887109 15,954,774 65,617 SH   SOLE   15,954,774 0 0
Black Knight, Inc. COM 09215C105 4,183,321 56,539 SH   SOLE   4,183,321 0 0
CBRE Group COM 12504L109 24,385,974 308,254 SH   SOLE   24,385,974 0 0
CIT Group COM 125581801 6,266,604 121,658 SH   SOLE   6,266,604 0 0
Carter's COM 146229109 10,019,743 112,670 SH   SOLE   10,019,743 0 0
East West Bancorp COM 27579R104 18,948,150 256,750 SH   SOLE   18,948,150 0 0
Emcor Group COM 29084Q100 14,226,599 126,842 SH   SOLE   14,226,599 0 0
Equinix Inc. COM 29444U700 16,248,317 23,909 SH   SOLE   16,248,317 0 0
Euronet Worldwide COM 298736109 22,473,750 162,500 SH   SOLE   22,473,750 0 0
Fidelity National Financial COM 31620R303 7,397,680 181,940 SH   SOLE   7,397,680 0 0
First Republic Bank COM 33616C100 14,565,779 87,351 SH   SOLE   14,565,779 0 0
Genpact Ltd. COM G3922B107 17,075,760 398,780 SH   SOLE   17,075,760 0 0
Hexcel COM 428291108 11,914,392 212,757 SH   SOLE   11,914,392 0 0
IDEX Corporation COM 45167R104 2,482,745 11,861 SH   SOLE   2,482,745 0 0
Jacobs Engineering COM 469814107 21,490,879 166,248 SH   SOLE   21,490,879 0 0
Keysight Technologies, Inc. COM 49338L103 19,378,933 135,139 SH   SOLE   19,378,933 0 0
Laboratory Corp. of America Holdings COM 50540R409 20,917,816 82,021 SH   SOLE   20,917,816 0 0
Liberty Media Corp - Formula One COM 531229854 6,247,396 144,315 SH   SOLE   6,247,396 0 0
Mid-America Apartment Communities COM 59522J103 18,757,272 129,934 SH   SOLE   18,757,272 0 0
Mohawk Industries COM 608190104 9,757,040 50,736 SH   SOLE   9,757,040 0 0
PVH Corp COM 693656100 11,418,560 108,028 SH   SOLE   11,418,560 0 0
Roper Industries COM 776696106 9,963,305 24,702 SH   SOLE   9,963,305 0 0
Ross Stores COM 778296103 19,896,187 165,926 SH   SOLE   19,896,187 0 0
SBA Communications Corp COM 78410G104 9,549,108 34,405 SH   SOLE   9,549,108 0 0
SEI Investments COM 784117103 11,297,397 185,416 SH   SOLE   11,297,397 0 0
SLM Corp COM 78442P106 19,005,701 1,057,635 SH   SOLE   19,005,701 0 0
Virtu Financial COM 928254101 10,334,868 332,846 SH   SOLE   10,334,868 0 0
Wabtec COM 929740108 4,337,572 54,795 SH   SOLE   4,337,572 0 0
Xilinx Inc COM 983919101 8,172,816 65,963 SH   SOLE   8,172,816 0 0