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 91,711 1,794,381 SH   SOLE NONE 1,794,381 0 0
AERCAP HOLDINGS NV Common 027691617 66 1,285 SH   DFND   0 1,285 0
ALBEMARLE CORPORATION Common 010231272 4,227 31,010 SH   SOLE NONE 31,010 0 0
ALBEMARLE CORPORATION Common 010231272 2,269 16,645 SH   DFND   0 16,645 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 5,199 23,468 SH   SOLE NONE 23,468 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 2,680 12,098 SH   DFND   0 12,098 0
ALLSTATE CORPORATION Common 009724478 102 1,105 SH   DFND   0 1,105 0
CHARLES RIVER LABORATORIES Common 011376487 6,220 57,585 SH   SOLE NONE 57,585 0 0
CHARLES RIVER LABORATORIES Common 011376487 3,304 30,587 SH   DFND   0 30,587 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 4,866 67,076 SH   SOLE NONE 67,076 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 2,598 35,813 SH   DFND   0 35,813 0
DOWDUPONT INC. Common 046910503 7,070 102,125 SH   SOLE NONE 102,125 0 0
DOWDUPONT INC. Common 046910503 3,707 53,552 SH   DFND   0 53,552 0
FORTIVE CORPORATION Common 143696294 6,353 89,745 SH   SOLE NONE 89,745 0 0
FORTIVE CORPORATION Common 143696294 3,484 49,213 SH   DFND   0 49,213 0
HEXCEL CORPORATION Common 011539629 5,489 95,600 SH   SOLE NONE 95,600 0 0
HEXCEL CORPORATION Common 011539629 2,917 50,799 SH   DFND   0 50,799 0
HONEYWELL INTERNATIONAL INC. Common 010534801 6,138 43,303 SH   SOLE NONE 43,303 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 3,156 22,266 SH   DFND   0 22,266 0
JOHNSON & JOHNSON Common 009722513 3,932 30,240 SH   SOLE NONE 30,240 0 0
JOHNSON & JOHNSON Common 009722513 2,164 16,642 SH   DFND   0 16,642 0
JPMORGAN CHASE & CO. Common 012271654 7,113 74,470 SH   SOLE NONE 74,470 0 0
JPMORGAN CHASE & CO. Common 012271654 3,853 40,337 SH   DFND   0 40,337 0
LKQ CORPORATION Common 022290436 5,670 157,535 SH   SOLE NONE 157,535 0 0
LKQ CORPORATION Common 022290436 3,062 85,075 SH   DFND   0 85,075 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 5,130 8,193 SH   SOLE NONE 8,193 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,639 4,214 SH   DFND   0 4,214 0
PRAXAIR INC. Common 009967419 2,207 15,797 SH   SOLE NONE 15,797 0 0
PRAXAIR INC. Common 009967419 1,224 8,761 SH   DFND   0 8,761 0
PRICELINE GROUP INC Common 017097911 7,466 4,078 SH   SOLE NONE 4,078 0 0
PRICELINE GROUP INC Common 017097911 3,966 2,166 SH   DFND   0 2,166 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 4,053 34,190 SH   SOLE NONE 34,190 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 2,163 18,244 SH   DFND   0 18,244 0
STANLEY BLACK & DECKER INC Common 049645619 8,214 54,405 SH   SOLE NONE 54,405 0 0
STANLEY BLACK & DECKER INC Common 049645619 4,435 29,376 SH   DFND   0 29,376 0
TE CONNECTIVITY LTD Common 043813854 7,755 93,370 SH   SOLE NONE 93,370 0 0
TE CONNECTIVITY LTD Common 043813854 4,113 49,523 SH   DFND   0 49,523 0
THE TJX COMPANIES INC. Common 009961968 4,970 67,410 SH   SOLE NONE 67,410 0 0
THE TJX COMPANIES INC. Common 009961968 2,664 36,138 SH   DFND   0 36,138 0
WABTEC CORP. Common 011540104 5,570 73,525 SH   SOLE NONE 73,525 0 0
WABTEC CORP. Common 011540104 2,920 38,544 SH   DFND   0 38,544 0