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 24,334,919 154,478 SH   SOLE   24,334,919 0 0
Air Lease Corp. COM 00912X302 14,689,595 373,401 SH   SOLE   14,689,595 0 0
Albemarle COM 012653101 14,665,516 66,975 SH   SOLE   14,665,516 0 0
Alexandria Real Estate Equities COM 015271109 15,938,104 83,415 SH   SOLE   15,938,104 0 0
Bank of N.T. Butterfield & Sons COM G0772R208 9,059,915 255,137 SH   SOLE   9,059,915 0 0
Becton Dickinson COM 075887109 16,587,442 67,478 SH   SOLE   16,587,442 0 0
Black Knight, Inc. COM 09215C105 21,485,736 298,413 SH   SOLE   21,485,736 0 0
CBRE Group COM 12504L109 27,305,391 280,458 SH   SOLE   27,305,391 0 0
CIT Group COM 125581801 6,502,789 125,174 SH   SOLE   6,502,789 0 0
Carter's COM 146229109 11,269,241 115,891 SH   SOLE   11,269,241 0 0
East West Bancorp COM 27579R104 20,507,547 264,477 SH   SOLE   20,507,547 0 0
Emcor Group COM 29084Q100 15,050,629 130,444 SH   SOLE   15,050,629 0 0
Equinix Inc. COM 29444U700 19,404,013 24,558 SH   SOLE   19,404,013 0 0
Euronet Worldwide COM 298736109 21,337,474 167,642 SH   SOLE   21,337,474 0 0
Fidelity National Financial COM 31620R303 8,486,787 187,181 SH   SOLE   8,486,787 0 0
First Republic Bank COM 33616C100 17,352,063 89,963 SH   SOLE   17,352,063 0 0
Genpact Ltd. COM G3922B107 19,485,514 410,135 SH   SOLE   19,485,514 0 0
IDEX Corporation COM 45167R104 2,524,583 12,199 SH   SOLE   2,524,583 0 0
Jacobs Engineering COM 469814107 22,663,823 171,009 SH   SOLE   22,663,823 0 0
Keysight Technologies, Inc. COM 49338L103 22,861,775 139,155 SH   SOLE   22,861,775 0 0
Laboratory Corp. of America Holdings COM 50540R409 23,751,566 84,393 SH   SOLE   23,751,566 0 0
Liberty Media Corp - Formula One COM 531229854 7,622,715 148,273 SH   SOLE   7,622,715 0 0
Mid-America Apartment Communities COM 59522J103 24,953,161 133,618 SH   SOLE   24,953,161 0 0
Mohawk Industries COM 608190104 9,259,393 52,195 SH   SOLE   9,259,393 0 0
PVH Corp COM 693656100 11,426,034 111,159 SH   SOLE   11,426,034 0 0
Roper Industries COM 776696106 11,335,271 25,408 SH   SOLE   11,335,271 0 0
Ross Stores COM 778296103 18,577,538 170,671 SH   SOLE   18,577,538 0 0
SBA Communications Corp COM 78410G104 11,711,765 35,429 SH   SOLE   11,711,765 0 0
SEI Investments COM 784117103 11,307,383 190,681 SH   SOLE   11,307,383 0 0
SLM Corp COM 78442P106 19,195,246 1,090,639 SH   SOLE   19,195,246 0 0
Virtu Financial COM 928254101 15,786,006 646,173 SH   SOLE   15,786,006 0 0
Wabtec COM 929740108 4,857,330 56,343 SH   SOLE   4,857,330 0 0
Xilinx Inc COM 983919101 10,233,951 67,779 SH   SOLE   10,233,951 0 0