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 28,514,681 381,876 SH   SOLE   28,514,681 0 0
Air Lease Corp. COM 00912X302 32,066,983 775,689 SH   SOLE   32,066,983 0 0
Albemarle COM 012653101 14,301,186 203,113 SH   SOLE   14,301,186 0 0
Alexandria Real Estate Equities COM 015271109 24,199,051 171,515 SH   SOLE   24,199,051 0 0
Becton Dickinson COM 075887109 34,970,924 138,768 SH   SOLE   34,970,924 0 0
Black Knight, Inc. COM 09215C105 7,134,331 118,609 SH   SOLE   7,134,331 0 0
CBRE Group COM 12504L109 33,480,278 652,637 SH   SOLE   33,480,278 0 0
CIT Group COM 125581801 13,667,913 260,143 SH   SOLE   13,667,913 0 0
Carlisle Companies COM 142339100 8,206,824 58,449 SH   SOLE   8,206,824 0 0
Carter's COM 146229109 23,348,247 239,371 SH   SOLE   23,348,247 0 0
East West Bancorp COM 27579R104 30,551,661 653,232 SH   SOLE   30,551,661 0 0
Emcor Group COM 29084Q100 23,599,787 267,875 SH   SOLE   23,599,787 0 0
Equinix Inc. COM 29444U700 29,452,049 58,403 SH   SOLE   29,452,049 0 0
Euronet Worldwide COM 298736109 41,960,738 249,410 SH   SOLE   41,960,738 0 0
Fidelity National Financial COM 31620R303 15,684,236 389,187 SH   SOLE   15,684,236 0 0
First Republic Bank COM 33616C100 22,502,466 230,440 SH   SOLE   22,502,466 0 0
Genpact Ltd. COM G3922B107 32,157,978 844,263 SH   SOLE   32,157,978 0 0
Hexcel COM 428291108 36,486,747 451,122 SH   SOLE   36,486,747 0 0
IDEX Corporation COM 45167R104 9,871,196 57,344 SH   SOLE   9,871,196 0 0
JELD-WEN Holdings Inc. COM 47580P103 4,028,032 189,733 SH   SOLE   4,028,032 0 0
Jacobs Engineering COM 469814107 36,087,864 427,632 SH   SOLE   36,087,864 0 0
Keysight Technologies, Inc. COM 49338L103 38,656,020 430,420 SH   SOLE   38,656,020 0 0
Laboratory Corp. of America Holdings COM 50540R409 30,384,927 175,737 SH   SOLE   30,384,927 0 0
Mid-America Apartment Communities COM 59522J103 32,337,838 274,608 SH   SOLE   32,337,838 0 0
Mohawk Industries COM 608190104 16,030,431 108,703 SH   SOLE   16,030,431 0 0
PVH Corp COM 693656100 21,912,472 231,535 SH   SOLE   21,912,472 0 0
Pioneer Natural Resources COM 723787107 18,130,862 117,840 SH   SOLE   18,130,862 0 0
Roper Industries COM 776696106 19,161,991 52,318 SH   SOLE   19,161,991 0 0
Ross Stores COM 778296103 34,907,586 352,175 SH   SOLE   34,907,586 0 0
SEI Investments COM 784117103 21,992,322 392,020 SH   SOLE   21,992,322 0 0
SLM Corp COM 78442P106 12,586,690 1,294,927 SH   SOLE   12,586,690 0 0
Wabtec COM 929740108 12,477,198 173,874 SH   SOLE   12,477,198 0 0