The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 35,628,362 | 945,551 | SH | DFND | 1 | 0 | 422,256 | 523,295 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 45,246,220 | 277,448 | SH | DFND | 1 | 0 | 127,131 | 150,317 | ||
| AVANOS MED INC | COM | 05350V106 | 57,367,759 | 2,244,435 | SH | DFND | 1 | 0 | 1,002,752 | 1,241,683 | ||
| AXIS CAP HLDGS LTD | SHS | G0692U109 | 42,335,411 | 786,465 | SH | DFND | 1 | 0 | 360,098 | 426,367 | ||
| CBIZ INC | COM | 124805102 | 36,043,068 | 676,484 | SH | DFND | 1 | 0 | 299,506 | 376,978 | ||
| CHAMPIONX CORPORATION | COM | 15872M104 | 66,463,903 | 2,141,234 | SH | DFND | 1 | 0 | 977,724 | 1,163,510 | ||
| CNO FINL GROUP INC | COM | 12621E103 | 55,224,761 | 2,333,112 | SH | DFND | 1 | 0 | 1,050,530 | 1,282,582 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 267,051 | 2,917 | SH | DFND | 1 | 0 | 2,917 | 0 | ||
| COPA HOLDINGS SA | CL A | P31076105 | 6,584,265 | 59,543 | SH | DFND | 1 | 0 | 59,543 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 279,053 | 1,900 | SH | DFND | 1 | 0 | 1,900 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 344,466 | 5,400 | SH | DFND | 1 | 0 | 5,400 | 0 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 56,460,254 | 833,854 | SH | DFND | 1 | 0 | 380,439 | 453,415 | ||
| ENHABIT INC | COM | 29332G102 | 23,189,233 | 2,016,455 | SH | DFND | 1 | 0 | 897,719 | 1,118,736 | ||
| ENPRO INDS INC | COM | 29355X107 | 41,083,175 | 307,670 | SH | DFND | 1 | 0 | 141,275 | 166,395 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 28,739,534 | 849,277 | SH | DFND | 1 | 0 | 386,538 | 462,739 | ||
| FARO TECHNOLOGIES INC | COM | 311642102 | 12,629,196 | 779,580 | SH | DFND | 1 | 0 | 357,922 | 421,658 | ||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 7,191,188 | 64,879 | SH | DFND | 1 | 0 | 64,879 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 54,859,802 | 1,719,743 | SH | DFND | 1 | 0 | 780,787 | 938,956 | ||
| GATES INDL CORP PLC | ORD SHS | G39108108 | 52,721,426 | 3,911,085 | SH | DFND | 1 | 0 | 1,796,133 | 2,114,952 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 12,897,358 | 185,041 | SH | DFND | 1 | 0 | 185,041 | 0 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 4,095,861 | 51,462 | SH | DFND | 1 | 0 | 51,462 | 0 | ||
| ITT INC | COM | 45073V108 | 78,088,262 | 837,767 | SH | DFND | 1 | 0 | 382,372 | 455,395 | ||
| KORN FERRY | COM NEW | 500643200 | 27,468,295 | 554,467 | SH | DFND | 1 | 0 | 252,013 | 302,454 | ||
| LEAR CORP | COM NEW | 521865204 | 68,851,461 | 479,634 | SH | DFND | 1 | 0 | 217,394 | 262,240 | ||
| LIVANOVA PLC | SHS | G5509L101 | 44,425,903 | 863,813 | SH | DFND | 1 | 0 | 394,177 | 469,636 | ||
| LUXFER HLDGS PLC | SHS | G5698W116 | 23,011,959 | 1,617,144 | SH | DFND | 1 | 0 | 673,011 | 944,133 | ||
| MOHAWK INDS INC | COM | 608190104 | 35,095,341 | 340,203 | SH | DFND | 1 | 0 | 151,456 | 188,747 | ||
| MSC INDL DIRECT INC | CL A | 553530106 | 57,892,795 | 607,607 | SH | DFND | 1 | 0 | 278,603 | 329,004 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 38,808,990 | 2,215,125 | SH | DFND | 1 | 0 | 1,012,936 | 1,202,189 | ||
| NUVASIVE INC | COM | 670704105 | 56,731,131 | 1,364,057 | SH | DFND | 1 | 0 | 620,172 | 743,885 | ||
| NVENT ELECTRIC PLC | SHS | G6700G107 | 421,989 | 8,167 | SH | DFND | 1 | 0 | 8,167 | 0 | ||
| OPENLANE INC | COM | 48238T109 | 74,367,888 | 4,886,195 | SH | DFND | 1 | 0 | 2,225,063 | 2,661,132 | ||
| ORTHOFIX MED INC | COM | 68752M108 | 16,994,009 | 940,975 | SH | DFND | 1 | 0 | 418,645 | 522,330 | ||
| PROGRESS SOFTWARE CORP | COM | 743312100 | 43,751,159 | 753,032 | SH | DFND | 1 | 0 | 334,906 | 418,126 | ||
| SKILLSOFT CORP | CL A | 83066P200 | 14,678,657 | 11,837,627 | SH | DFND | 1 | 0 | 5,439,279 | 6,398,348 | ||
| STANTEC INC | COM | 85472N109 | 340,829 | 5,221 | SH | DFND | 1 | 0 | 5,221 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 23,307,272 | 230,948 | SH | DFND | 1 | 0 | 230,948 | 0 | ||
| TANDEM DIABETES CARE INC | COM NEW | 875372203 | 30,106,040 | 1,226,815 | SH | DFND | 1 | 0 | 548,054 | 678,761 | ||
| UNIVAR SOLUTIONS INC | COM | 91336L107 | 65,479,035 | 1,826,982 | SH | DFND | 1 | 0 | 507,983 | 1,318,999 | ||
| VINTAGE WINE ESTATES INC | COM | 92747V106 | 3,330,269 | 3,892,775 | SH | DFND | 1 | 0 | 1,796,926 | 2,095,849 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 0 | 19,791 | SH | DFND | 1 | 0 | 19,791 | 0 | ||