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 77,130 1,520,706 SH   SOLE NONE 1,520,706 0 0
AERCAP HOLDINGS NV Common 027691617 61 1,194 SH   DFND   0 1,194 0
ALBEMARLE CORPORATION Common 010231272 2,398 25,855 SH   SOLE NONE 25,855 0 0
ALBEMARLE CORPORATION Common 010231272 2,472 26,655 SH   DFND   0 26,655 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 2,565 12,048 SH   SOLE NONE 12,048 0 0
ALLIANCE DATA SYSTEMS CORPORATION Common 013083916 2,566 12,053 SH   DFND   0 12,053 0
ALLSTATE CORPORATION Common 009724478 94 995 SH   DFND   0 995 0
BOOKING HOLDINGS INC Common 178531140 4,338 2,085 SH   SOLE NONE 2,085 0 0
BOOKING HOLDINGS INC Common 178531140 4,481 2,154 SH   DFND   0 2,154 0
CHARLES RIVER LABORATORIES Common 011376487 3,679 34,465 SH   SOLE NONE 34,465 0 0
CHARLES RIVER LABORATORIES Common 011376487 3,785 35,462 SH   DFND   0 35,462 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 2,749 34,146 SH   SOLE NONE 34,146 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION Common 011551521 2,873 35,693 SH   DFND   0 35,693 0
DOWDUPONT INC. Common 046910503 3,447 54,100 SH   SOLE NONE 54,100 0 0
DOWDUPONT INC. Common 046910503 3,552 55,747 SH   DFND   0 55,747 0
FORTIVE CORPORATION Common 143696294 3,322 42,855 SH   SOLE NONE 42,855 0 0
FORTIVE CORPORATION Common 143696294 3,422 44,148 SH   DFND   0 44,148 0
HEXCEL CORPORATION Common 011539629 3,232 50,035 SH   SOLE NONE 50,035 0 0
HEXCEL CORPORATION Common 011539629 3,270 50,629 SH   DFND   0 50,629 0
HONEYWELL INTERNATIONAL INC. Common 010534801 2,973 20,573 SH   SOLE NONE 20,573 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 3,083 21,331 SH   DFND   0 21,331 0
JOHNSON & JOHNSON Common 009722513 2,028 15,825 SH   SOLE NONE 15,825 0 0
JOHNSON & JOHNSON Common 009722513 2,125 16,582 SH   DFND   0 16,582 0
JPMORGAN CHASE & CO. Common 012271654 4,273 38,855 SH   SOLE NONE 38,855 0 0
JPMORGAN CHASE & CO. Common 012271654 4,398 39,994 SH   DFND   0 39,994 0
LKQ CORPORATION Common 022290436 3,098 81,625 SH   SOLE NONE 81,625 0 0
LKQ CORPORATION Common 022290436 3,204 84,425 SH   DFND   0 84,425 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,423 4,213 SH   SOLE NONE 4,213 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 2,413 4,197 SH   DFND   0 4,197 0
PRAXAIR INC. Common 009967419 41 285 SH   DFND   0 285 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 2,074 17,615 SH   SOLE NONE 17,615 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 2,147 18,237 SH   DFND   0 18,237 0
STANLEY BLACK & DECKER INC Common 049645619 3,832 25,015 SH   SOLE NONE 25,015 0 0
STANLEY BLACK & DECKER INC Common 049645619 3,914 25,551 SH   DFND   0 25,551 0
TE CONNECTIVITY LTD Common 043813854 4,773 47,775 SH   SOLE NONE 47,775 0 0
TE CONNECTIVITY LTD Common 043813854 4,901 49,063 SH   DFND   0 49,063 0
THE TJX COMPANIES INC. Common 009961968 2,829 34,690 SH   SOLE NONE 34,690 0 0
THE TJX COMPANIES INC. Common 009961968 2,936 36,003 SH   DFND   0 36,003 0
WABTEC CORP. Common 011540104 3,562 43,760 SH   SOLE NONE 43,760 0 0
WABTEC CORP. Common 011540104 3,665 45,019 SH   DFND   0 45,019 0