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
Estimated average burden
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
AERCAP HOLDINGS NV Common 027691617 73,098 1,590,125 SH   SOLE NONE 1,590,125 0 0
AERCAP HOLDINGS NV Common 027691617 51 1,118 SH   DFND   0 1,118 0
ALBEMARLE CORPORATION Common 010231272 7,388 69,935 SH   SOLE NONE 69,935 0 0
ALBEMARLE CORPORATION Common 010231272 1,819 17,220 SH   DFND   0 17,220 0
ALERE INC. Common 052839068 7,966 200,509 SH   SOLE NONE 200,509 0 0
ALERE INC. Common 052839068 1,937 48,744 SH   DFND   0 48,744 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 13,209 53,048 SH   SOLE NONE 53,048 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 3,117 12,518 SH   DFND   0 12,518 0
ALLSTATE CORPORATION Common 009724478 106 1,297 SH   DFND   0 1,297 0
CHARLES RIVER LABORATORIES Common 011376487 8,259 91,820 SH   SOLE NONE 91,820 0 0
CHARLES RIVER LABORATORIES Common 011376487 2,056 22,857 SH   DFND   0 22,857 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 8,989 151,026 SH   SOLE NONE 151,026 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 2,206 37,058 SH   DFND   0 37,058 0
DOW CHEMICAL COMPANY Common 009735739 14,653 230,610 SH   SOLE NONE 230,610 0 0
DOW CHEMICAL COMPANY Common 009735739 3,522 55,432 SH   DFND   0 55,432 0
FORTIVE CORPORATION Common 143696294 12,347 205,032 SH   SOLE NONE 205,032 0 0
FORTIVE CORPORATION Common 143696294 3,074 51,038 SH   DFND   0 51,038 0
HEXCEL CORPORATION Common 011539629 10,253 187,965 SH   SOLE NONE 187,965 0 0
HEXCEL CORPORATION Common 011539629 2,505 45,919 SH   DFND   0 45,919 0
HONEYWELL INTERNATIONAL INC. Common 010534801 12,252 98,118 SH   SOLE NONE 98,118 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 2,887 23,121 SH   DFND   0 23,121 0
JOHNSON & JOHNSON Common 009722513 8,593 68,995 SH   SOLE NONE 68,995 0 0
JOHNSON & JOHNSON Common 009722513 2,145 17,222 SH   DFND   0 17,222 0
JPMORGAN CHASE & CO. Common 012271654 14,900 169,625 SH   SOLE NONE 169,625 0 0
JPMORGAN CHASE & CO. Common 012271654 3,667 41,752 SH   DFND   0 41,752 0
LKQ CORPORATION Common 022290436 10,449 356,995 SH   SOLE NONE 356,995 0 0
LKQ CORPORATION Common 022290436 2,577 88,040 SH   DFND   0 88,040 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 8,878 18,538 SH   SOLE NONE 18,538 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,088 4,359 SH   DFND   0 4,359 0
PRAXAIR INC. Common 009967419 6,457 54,442 SH   SOLE NONE 54,442 0 0
PRAXAIR INC. Common 009967419 1,841 15,526 SH   DFND   0 15,526 0
PRICELINE GROUP INC Common 017097911 16,385 9,205 SH   SOLE NONE 9,205 0 0
PRICELINE GROUP INC Common 017097911 3,998 2,246 SH   DFND   0 2,246 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 15,241 155,345 SH   SOLE NONE 155,345 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 3,724 37,959 SH   DFND   0 37,959 0
STANLEY BLACK & DECKER INC Common 049645619 16,328 122,885 SH   SOLE NONE 122,885 0 0
STANLEY BLACK & DECKER INC Common 049645619 4,051 30,486 SH   DFND   0 30,486 0
TE CONNECTIVITY LTD Common 043813854 15,769 211,520 SH   SOLE NONE 211,520 0 0
TE CONNECTIVITY LTD Common 043813854 3,822 51,268 SH   DFND   0 51,268 0
THE TJX COMPANIES INC. Common 009961968 12,071 152,645 SH   SOLE NONE 152,645 0 0
THE TJX COMPANIES INC. Common 009961968 2,957 37,398 SH   DFND   0 37,398 0
WABTEC CORP. Common 011540104 12,948 166,005 SH   SOLE NONE 166,005 0 0
WABTEC CORP. Common 011540104 3,111 39,889 SH   DFND   0 39,889 0