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
ADOBE INC. Common 009775625 3,325 11,285 SH   SOLE   11,285 0 0
ADOBE INC. Common 009775625 5,174 17,560 SH   DFND   0 17,560 0
AERCAP HOLDINGS NV Common 027691617 62,581 1,203,254 SH   SOLE   1,203,254 0 0
AERCAP HOLDINGS NV Common 027691617 20 377 SH   DFND   0 377 0
ALBEMARLE CORPORATION Common 010231272 2,530 35,930 SH   SOLE   35,930 0 0
ALBEMARLE CORPORATION Common 010231272 3,627 51,513 SH   DFND   0 51,513 0
BOOKING HOLDINGS INC Common 178531140 3,382 1,804 SH   SOLE   1,804 0 0
BOOKING HOLDINGS INC Common 178531140 5,264 2,808 SH   DFND   0 2,808 0
CABOT MICROELECTRONICS CORPORATION Common 011771025 2,846 25,850 SH   SOLE   25,850 0 0
CABOT MICROELECTRONICS CORPORATION Common 011771025 4,896 44,480 SH   DFND   0 44,480 0
CHARLES RIVER LABORATORIES Common 011376487 3,208 22,605 SH   SOLE   22,605 0 0
CHARLES RIVER LABORATORIES Common 011376487 4,918 34,660 SH   DFND   0 34,660 0
FORTIVE CORPORATION Common 143696294 2,038 25,005 SH   SOLE   25,005 0 0
FORTIVE CORPORATION Common 143696294 3,157 38,732 SH   DFND   0 38,732 0
HEXCEL CORPORATION Common 011539629 3,202 39,595 SH   SOLE   39,595 0 0
HEXCEL CORPORATION Common 011539629 4,924 60,884 SH   DFND   0 60,884 0
HONEYWELL INTERNATIONAL INC. Common 010534801 2,640 15,123 SH   SOLE   15,123 0 0
HONEYWELL INTERNATIONAL INC. Common 010534801 4,121 23,606 SH   DFND   0 23,606 0
II-VI INC. Common 011542298 2,918 79,825 SH   SOLE   79,825 0 0
II-VI INC. Common 011542298 4,528 123,855 SH   DFND   0 123,855 0
INGEVITY CORPORATION Common 140580180 2,951 28,055 SH   SOLE   28,055 0 0
INGEVITY CORPORATION Common 140580180 3,869 36,789 SH   DFND   0 36,789 0
JPMORGAN CHASE & CO. Common 012271654 3,309 29,600 SH   SOLE   29,600 0 0
JPMORGAN CHASE & CO. Common 012271654 5,135 45,933 SH   DFND   0 45,933 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 3,287 3,913 SH   SOLE   3,913 0 0
METTLER-TOLEDO INTERNATIONAL INC. Common 010919576 5,111 6,084 SH   DFND   0 6,084 0
PTC INC. Common 088381041 2,785 31,030 SH   SOLE   31,030 0 0
PTC INC. Common 088381041 4,332 48,257 SH   DFND   0 48,257 0
QUANTA SERVICES, INC. Common 011549624 3,022 79,130 SH   SOLE   79,130 0 0
QUANTA SERVICES, INC. Common 011549624 4,634 121,334 SH   DFND   0 121,334 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 2,407 19,860 SH   SOLE   19,860 0 0
ROYAL CARIBBEAN CRUISES LTD Common 010775124 3,702 30,539 SH   DFND   0 30,539 0
STANLEY BLACK & DECKER INC Common 049645619 2,724 18,840 SH   SOLE   18,840 0 0
STANLEY BLACK & DECKER INC Common 049645619 4,237 29,297 SH   DFND   0 29,297 0
TE CONNECTIVITY LTD Common 043813854 4,069 42,485 SH   SOLE   42,485 0 0
TE CONNECTIVITY LTD Common 043813854 6,335 66,142 SH   DFND   0 66,142 0
THE TJX COMPANIES INC. Common 009961968 3,265 61,745 SH   SOLE   61,745 0 0
THE TJX COMPANIES INC. Common 009961968 4,774 90,283 SH   DFND   0 90,283 0
WORLDPAY, INC. CL A Common 175243909 1,936 15,795 SH   SOLE   15,795 0 0
WORLDPAY, INC. CL A Common 175243909 3,002 24,500 SH   DFND   0 24,500 0