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
AZZ INC COM 002474104 12,675 223,937 SH   DFND   1,225 195,042 27,670
ADOBE SYS INC COM 00724F101 2,464 26,271 SH   DFND   3,360 22,911 0
AMETEK INC NEW COM 031100100 4,882 97,680 SH   DFND   20,187 77,493 0
AMPHENOL CORP NEW CL A 032095101 11,262 194,777 SH   DFND   35,393 159,384 0
ANALOGIC CORP COM PAR $0.05 032657207 15,095 191,050 SH   DFND   840 164,851 25,359
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1,673 13,422 SH   DFND   1,717 11,705 0
ASCENA RETAIL GROUP INC COM 04351G101 23,034 2,082,662 SH   DFND   51,439 1,801,111 230,112
AUTOZONE INC COM 053332102 1,681 2,110 SH   DFND   270 1,840 0
BWX TECHNOLOGIES INC COM 05605H100 5,878 175,154 SH   DFND   34,591 140,563 0
BIO TECHNE CORP COM 09073M104 1,935 20,475 SH   DFND   3,979 16,496 0
CABOT CORP COM 127055101 29,381 607,932 SH   DFND   16,527 524,243 67,162
CABOT MICROELECTRONICS CORP COM 12709P103 15,470 378,138 SH   DFND   2,003 327,867 48,268
CARDTRONICS INC COM 14161H108 38,873 1,080,095 SH   DFND   30,385 930,435 119,275
CLEAN HARBORS INC COM 184496107 54,743 1,109,501 SH   DFND   45,697 955,232 108,572
COACH INC COM 189754104 1,009 25,173 SH   DFND   3,218 21,955 0
COGNEX CORP COM 192422103 18,352 471,162 SH   DFND   2,550 408,881 59,731
COPART INC COM 217204106 65,959 1,617,822 SH   DFND   49,348 1,390,042 178,432
CORE LABORATORIES N V COM N22717107 2,368 21,063 SH   DFND   4,340 16,723 0
COVANTA HLDG CORP COM 22282E102 23,897 1,417,393 SH   DFND   7,383 1,232,316 177,694
DOLLAR TREE INC COM 256746108 9,879 119,802 SH   DFND   22,682 97,120 0
DORMAN PRODUCTS INC COM 258278100 24,978 458,992 SH   DFND   2,418 397,774 58,800
EOG RES INC COM 26875P101 568 7,825 SH   DFND   999 6,826 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 11,109 305,614 SH   DFND   1,595 264,825 39,194
ENTEGRIS INC COM 29362U104 44,067 3,235,440 SH   DFND   112,468 2,783,203 339,769
ESSENDANT INC COM 296689102 22,385 701,074 SH   DFND   18,604 601,731 80,739
ESTERLINE TECHNOLOGIES CORP COM 297425100 28,199 440,126 SH   DFND   5,281 403,616 31,229
FCB FINL HLDGS INC CL A 30255G103 16,050 482,554 SH   DFND   2,594 418,667 61,293
F M C CORP COM NEW 302491303 3,203 79,352 SH   DFND   16,310 63,042 0
GENESCO INC COM 371532102 16,921 234,195 SH   DFND   1,224 203,687 29,284
GENESEE & WYO INC CL A 371559105 4,260 67,939 SH   DFND   13,421 54,518 0
GRACO INC COM 384109104 48,329 575,624 SH   DFND   13,969 495,193 66,462
GREATBATCH INC COM 39153L106 10,620 297,978 SH   DFND   1,563 258,409 38,006
HALOZYME THERAPEUTICS INC COM 40637H109 15,911 1,680,169 SH   DFND   51,681 1,440,505 187,983
HEICO CORP NEW CL A 422806208 51,443 1,080,728 SH   DFND   26,013 983,059 71,656
HELEN OF TROY CORP LTD COM G4388N106 30,864 297,652 SH   DFND   8,360 255,849 33,443
SCHEIN HENRY INC COM 806407102 7,050 40,836 SH   DFND   8,437 32,399 0
IDEX CORP COM 45167R104 65,713 792,868 SH   DFND   21,011 681,734 90,123
INGREDION INC COM 457187102 76,527 716,616 SH   DFND   24,512 614,958 77,146
WILEY JOHN & SONS INC CL A 968223206 4,162 85,132 SH   DFND   17,142 67,990 0
KAMAN CORP COM 483548103 23,549 551,638 SH   DFND   3,095 507,835 40,708
KAR AUCTION SVCS INC COM 48238T109 74,125 1,943,509 SH   DFND   53,995 1,671,821 217,693
KIRBY CORP COM 497266106 2,225 36,903 SH   DFND   7,408 29,495 0
LEGACY TEX FINL GROUP INC COM 52471Y106 13,194 671,471 SH   DFND   3,369 578,821 89,281
LINEAR TECHNOLOGY CORP COM 535678106 5,056 113,461 SH   DFND   21,301 92,160 0
MARKEL CORP COM 570535104 11,557 12,962 SH   DFND   2,426 10,536 0
MASTERCARD INC CL A 57636Q104 2,559 27,078 SH   DFND   3,462 23,616 0
MEDTRONIC PLC SHS G5960L103 2,217 29,560 SH   DFND   3,780 25,780 0
MID-AMER APT CMNTYS INC COM 59522J103 34,313 335,708 SH   DFND   10,452 289,043 36,213
O REILLY AUTOMOTIVE INC NEW COM 67103H107 3,998 14,610 SH   DFND   2,798 11,812 0
OMNICELL INC COM 68213N109 5,924 212,550 SH   DFND   1,121 184,253 27,176
ORTHOFIX INTL N V COM N6748L102 5,950 143,302 SH   DFND   557 125,287 17,458
PDF SOLUTIONS INC COM 693282105 15,475 1,156,568 SH   DFND   6,101 1,003,586 146,881
POWER INTEGRATIONS INC COM 739276103 27,975 563,324 SH   DFND   2,904 490,535 69,885
RBC BEARINGS INC COM 75524B104 51,222 699,185 SH   DFND   3,672 602,774 92,739
RLI CORP COM 749607107 38,311 573,006 SH   DFND   2,964 494,375 75,667
ROCKWELL COLLINS INC COM 774341101 4,566 49,515 SH   DFND   10,413 39,102 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 19,453 306,546 SH   DFND   1,774 264,639 40,133
SIMPSON MANUFACTURING CO INC COM 829073105 33,983 890,305 SH   DFND   4,765 776,343 109,197
SYNOPSYS INC COM 871607107 3,989 82,356 SH   DFND   16,939 65,417 0
SYNTEL INC COM 87162H103 27,185 544,472 SH   DFND   2,873 472,335 69,264
TD AMERITRADE HLDG CORP COM 87236Y108 4,016 127,361 SH   DFND   24,931 102,430 0
TALMER BANCORP INC COM 87482X101 10,013 553,527 SH   DFND   55,156 461,605 36,766
TELEDYNE TECHNOLOGIES INC COM 879360105 29,359 333,100 SH   DFND   1,720 298,492 32,888
THERMON GROUP HLDGS INC COM 88362T103 19,950 1,136,132 SH   DFND   5,888 985,783 144,461
UGI CORP NEW COM 902681105 58,935 1,462,779 SH   DFND   34,436 1,261,646 166,697
VALMONT INDS INC COM 920253101 1,594 12,868 SH   DFND   2,450 10,418 0
VISA INC COM CL A 92826C839 2,268 29,651 SH   DFND   3,792 25,859 0
WASTE CONNECTIONS INC COM 941053100 74,100 1,147,244 SH   DFND   36,099 985,362 125,783
WATERS CORP COM 941848103 2,160 16,374 SH   DFND   2,094 14,280 0
WOODWARD INC COM 980745103 42,490 816,795 SH   DFND   23,690 739,612 53,493