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
A10 Networks, Inc. COM 002121101 329 50,925 SH   SOLE   50,925 0 0
A10 Networks, Inc. COM 002121101 388 60,000 SH   DFND 1 0 60,000 0
Abbott Laboratories COM 002824100 204 5,200 SH   SOLE   5,200 0 0
Accretive Health Inc COM 00438v103 4,082 2,041,200 SH   SOLE   2,041,200 0 0
Adirondack Trust co Saratoga S COM 007014103 438 280 SH   SOLE   280 0 0
Air Methods Corp New COM 009128307 337 9,400 SH   SOLE   9,400 0 0
Air Methods Corp New COM 009128307 19 525 SH   DFND 1 0 525 0
Air Transport Services Group COM 00922r105 1,166 90,000 SH   DFND 1 0 90,000 0
Albany International Corp. 'A' COM 012348108 399 10,000 SH   SOLE   10,000 0 0
Alcoa Inc COM 013817101 2,127 229,416 SH   SOLE   229,416 0 0
Alcoa Inc COM 013817101 287 30,924 SH   DFND 1 0 30,924 0
Alleghany Corporation COM 017175100 1,250 2,275 SH   SOLE   2,275 0 0
Alleghany Corporation COM 017175100 69 125 SH   DFND 1 0 125 0
Allegheny Technologies Inc COM 01741R102 412 32,300 SH   SOLE   32,300 0 0
Allegheny Technologies Inc COM 01741R102 23 1,800 SH   DFND 1 0 1,800 0
Allscripts Healthcare Solution COM 01988P108 11,834 931,800 SH   SOLE   931,800 0 0
Allscripts Healthcare Solution COM 01988P108 2,370 186,600 SH   DFND 1 0 186,600 0
Amer Eagle Outfitters COM 02553e106 1,873 117,550 SH   SOLE   117,550 0 0
Amer Eagle Outfitters COM 02553e106 1,892 118,775 SH   DFND 1 0 118,775 0
American Airlines Group Inc. COM 02376r102 283 10,000 SH   SOLE   10,000 0 0
American Financial Group COM 025932104 1,373 18,575 SH   SOLE   18,575 0 0
American Financial Group COM 025932104 74 1,000 SH   DFND 1 0 1,000 0
American Woodmark Corporation COM 030506109 13,415 202,100 SH   SOLE   202,100 0 0
Aptargroup, Inc. COM 038336103 1,118 14,125 SH   SOLE   14,125 0 0
Aptargroup, Inc. COM 038336103 61 775 SH   DFND 1 0 775 0
Ardmore Shipping Corp COM y0207t100 793 117,100 SH   DFND 1 0 117,100 0
Aspen Insurance Holdings Ltd COM g05384105 1,338 28,850 SH   SOLE   28,850 0 0
Aspen Insurance Holdings Ltd COM g05384105 74 1,600 SH   DFND 1 0 1,600 0
Atricure Inc COM 04963c209 3,378 239,100 SH   SOLE   239,100 0 0
Atricure Inc COM 04963c209 1,273 90,125 SH   DFND 1 0 90,125 0
Avid Technology, Inc. COM 05367p100 7,494 1,289,800 SH   SOLE   1,289,800 0 0
Avid Technology, Inc. COM 05367p100 871 150,000 SH   DFND 1 0 150,000 0
Avinger, Inc. COM 053734109 4,756 398,700 SH   SOLE   398,700 0 0
Banner Corp New COM 06652v208 1,361 32,000 SH   DFND 1 0 32,000 0
Baxter International COM 071813109 561 12,412 SH   SOLE   12,412 0 0
Best Buy Co COM 086516101 1,700 55,550 SH   SOLE   55,550 0 0
Best Buy Co COM 086516101 95 3,100 SH   DFND 1 0 3,100 0
Blackstone Mortgage TR Inc Cl COM 09257w100 1,419 51,300 SH   DFND 1 0 51,300 0
Boise Cascade Company COM 09739d100 540 23,550 SH   SOLE   23,550 0 0
Boise Cascade Company COM 09739d100 29 1,250 SH   DFND 1 0 1,250 0
Broadcom Ltd COM y09827109 25,750 165,700 SH   SOLE   165,700 0 0
Brocade Communications COM 111621306 6,456 703,300 SH   SOLE   703,300 0 0
Brocade Communications COM 111621306 61 6,675 SH   DFND 1 0 6,675 0
Brooks Automation Inc. COM 114340102 64 5,675 SH   SOLE   5,675 0 0
Brooks Automation Inc. COM 114340102 1,779 158,525 SH   DFND 1 0 158,525 0
Caleres Inc COM 129500104 19,477 804,500 SH   SOLE   804,500 0 0
Caleres Inc COM 129500104 1,772 73,200 SH   DFND 1 0 73,200 0
Capitol Federal Financial Inc COM 14057J101 542 38,825 SH   SOLE   38,825 0 0
Capitol Federal Financial Inc COM 14057J101 29 2,075 SH   DFND 1 0 2,075 0
Carpenter Technology Corp COM 144285103 323 9,800 SH   SOLE   9,800 0 0
Carpenter Technology Corp COM 144285103 18 550 SH   DFND 1 0 550 0
CDW Corporation COM 12514g108 361 9,000 SH   SOLE   9,000 0 0
Ceragon Networks Ltd COM m22013102 57 35,000 SH   SOLE   35,000 0 0
Ciena Corp COM 171779309 1,260 67,200 SH   SOLE   67,200 0 0
Ciena Corp COM 171779309 71 3,800 SH   DFND 1 0 3,800 0
Citi Trends, Inc. COM 17306X102 18,511 1,191,982 SH   SOLE   1,191,982 0 0
Citi Trends, Inc. COM 17306X102 1,864 120,000 SH   DFND 1 0 120,000 0
Cohu Inc. COM 192576106 7,280 670,962 SH   SOLE   670,962 0 0
Colgate-Palmolive COM 194162103 6,544 89,400 SH   SOLE   89,400 0 0
Comcast Corporation Cl A COM 20030n101 639 9,800 SH   SOLE   9,800 0 0
Convergys Corporation COM 212485106 1,613 64,525 SH   SOLE   64,525 0 0
Convergys Corporation COM 212485106 1,719 68,750 SH   DFND 1 0 68,750 0
Cray Computer COM 225223304 22,024 736,100 SH   SOLE   736,100 0 0
Datalink Corp COM 237934104 831 110,829 SH   SOLE   110,829 0 0
Delek US Holdings Inc. COM 246647101 505 38,250 SH   SOLE   38,250 0 0
Delek US Holdings Inc. COM 246647101 27 2,050 SH   DFND 1 0 2,050 0
Demand Media Inc COM 24802n208 4 850 SH   SOLE   850 0 0
Demand Media Inc COM 24802n208 171 33,000 SH   DFND 1 0 33,000 0
DSW, Inc. COM 23334L102 212 10,000 SH   SOLE   10,000 0 0
DSW, Inc. COM 23334L102 25 1,200 SH   DFND 1 0 1,200 0
Ducommun Inc COM 264147109 13,422 678,552 SH   SOLE   678,552 0 0
Ducommun Inc COM 264147109 2,769 140,000 SH   DFND 1 0 140,000 0
Edwards Lifesciences Corporati COM 28176E108 1,167 11,700 SH   SOLE   11,700 0 0
Electro Scientific Industries COM 285229100 1,036 177,400 SH   DFND 1 0 177,400 0
EMCOR Group, Inc. COM 29084Q100 1,181 23,975 SH   SOLE   23,975 0 0
EMCOR Group, Inc. COM 29084Q100 1,867 37,900 SH   DFND 1 0 37,900 0
Emcore Corporation COM 290846203 5,891 991,684 SH   SOLE   991,684 0 0
Emcore Corporation COM 290846203 1,188 200,000 SH   DFND 1 0 200,000 0
Endurance Specialty Holdings COM G30397106 730 10,867 SH   SOLE   10,867 0 0
Endurance Specialty Holdings COM G30397106 41 608 SH   DFND 1 0 608 0
EnerSys COM 29275y102 19,792 332,800 SH   SOLE   332,800 0 0
EnerSys COM 29275y102 48 800 SH   DFND 1 0 800 0
Entegris Inc COM 29362u104 3,995 276,100 SH   SOLE   276,100 0 0
Exactech Inc. COM 30064e109 668 25,000 SH   SOLE   25,000 0 0
Express Inc. COM 30219e103 1,236 85,200 SH   SOLE   85,200 0 0
Express Inc. COM 30219e103 1,443 99,475 SH   DFND 1 0 99,475 0
Extreme Networks COM 30226d106 20,912 6,168,700 SH   SOLE   6,168,700 0 0
Extreme Networks COM 30226d106 2,780 820,000 SH   DFND 1 0 820,000 0
Fabrinet COM g3323l100 20,364 548,600 SH   SOLE   548,600 0 0
Fabrinet COM g3323l100 59 1,600 SH   DFND 1 0 1,600 0
Federal Signal Corp COM 313855108 11,069 859,400 SH   SOLE   859,400 0 0
Federal Signal Corp COM 313855108 1,284 99,700 SH   DFND 1 0 99,700 0
Fidelity National Financial COM 31620r303 1,065 28,393 SH   SOLE   28,393 0 0
Fidelity National Financial COM 31620r303 59 1,575 SH   DFND 1 0 1,575 0
Finisar Corp COM 31787a507 7,711 440,350 SH   SOLE   440,350 0 0
Finisar Corp COM 31787a507 1,070 61,100 SH   DFND 1 0 61,100 0
Finish Line, Inc. COM 317923100 1,757 87,000 SH   SOLE   87,000 0 0
First Merchants Corporation COM 320817109 1,414 56,700 SH   DFND 1 0 56,700 0
Foot Locker, Inc. COM 344849104 2,220 40,460 SH   SOLE   40,460 0 0
Foot Locker, Inc. COM 344849104 1,841 33,550 SH   DFND 1 0 33,550 0
Francesca's Holdings Corp. COM 351793104 464 42,000 SH   SOLE   42,000 0 0
Garmin LTD COM h2906t109 1,222 28,800 SH   SOLE   28,800 0 0
Garmin LTD COM h2906t109 68 1,600 SH   DFND 1 0 1,600 0
GATX Corp COM 361448103 833 18,950 SH   SOLE   18,950 0 0
GATX Corp COM 361448103 901 20,500 SH   DFND 1 0 20,500 0
General Electric COM 369604103 264 8,400 SH   SOLE   8,400 0 0
Gentherm Inc COM 37253a103 514 15,000 SH   SOLE   15,000 0 0
Globus Medical Inc Cl A new COM 379577208 21,540 903,900 SH   SOLE   903,900 0 0
Globus Medical Inc Cl A new COM 379577208 1,361 57,100 SH   DFND 1 0 57,100 0
Gordmans Stores Inc COM 38269p100 413 320,500 SH   SOLE   320,500 0 0
Gramercy PPTY TR COM 385002100 1,207 130,928 SH   DFND 1 0 130,928 0
Granite Construction Inc. COM 387328107 1,230 27,000 SH   DFND 1 0 27,000 0
Halozyme Therapeutics, Inc. COM 40637H109 86 10,000 SH   SOLE   10,000 0 0
Harmonic Inc COM 413160102 459 161,000 SH   SOLE   161,000 0 0
Harvard Bioscience, Inc. COM 416906105 1,392 486,800 SH   SOLE   486,800 0 0
Haverty Furniture Companies In COM 419596101 6,390 354,422 SH   SOLE   354,422 0 0
Haverty Furniture Companies In COM 419596101 901 50,000 SH   DFND 1 0 50,000 0
Hillenbrand Inc COM 431571108 1,248 41,550 SH   SOLE   41,550 0 0
Hillenbrand Inc COM 431571108 231 7,700 SH   DFND 1 0 7,700 0
Huttig Building COM 448451104 10,586 2,016,442 SH   SOLE   2,016,442 0 0
IAC/Interactive Corp COM 44919p508 1,458 25,900 SH   SOLE   25,900 0 0
IAC/Interactive Corp COM 44919p508 1,695 30,100 SH   DFND 1 0 30,100 0
Imprivata Inc COM 45323j103 10,039 717,100 SH   SOLE   717,100 0 0
Imprivata Inc COM 45323j103 1,719 122,800 SH   DFND 1 0 122,800 0
Incontact Inc. COM 45336e109 445 32,100 SH   SOLE   32,100 0 0
Incontact Inc. COM 45336e109 90 6,500 SH   DFND 1 0 6,500 0
Infoblox Inc. COM 45672h104 531 28,300 SH   SOLE   28,300 0 0
Infoblox Inc. COM 45672h104 454 24,200 SH   DFND 1 0 24,200 0
Innospec Inc COM 45768s105 407 8,850 SH   SOLE   8,850 0 0
Innospec Inc COM 45768s105 23 500 SH   DFND 1 0 500 0
Insight Enterprises COM 45765U103 7,219 277,669 SH   SOLE   277,669 0 0
Insteel Industries Inc COM 45774w108 5,155 180,316 SH   SOLE   180,316 0 0
Insteel Industries Inc COM 45774w108 595 20,800 SH   DFND 1 0 20,800 0
Intuitive Surgical Inc New COM 46120e602 661 1,000 SH   SOLE   1,000 0 0
J2 Global Inc COM 48123v102 2,091 33,100 SH   SOLE   33,100 0 0
J2 Global Inc COM 48123v102 1,799 28,475 SH   DFND 1 0 28,475 0
Jabil Circuit COM 466313103 16,477 892,100 SH   SOLE   892,100 0 0
Jabil Circuit COM 466313103 87 4,725 SH   DFND 1 0 4,725 0
Johnson & Johnson COM 478160104 9,182 75,700 SH   SOLE   75,700 0 0
Kadant Inc. COM 48282T104 773 15,000 SH   SOLE   15,000 0 0
Kadant Inc. COM 48282T104 876 17,000 SH   DFND 1 0 17,000 0
Kapstone Paper COM 48562p103 19,776 1,520,050 SH   SOLE   1,520,050 0 0
Kapstone Paper COM 48562p103 563 43,300 SH   DFND 1 0 43,300 0
Kelly Services Inc Class A COM 488152208 1,133 59,700 SH   SOLE   59,700 0 0
Kelly Services Inc Class A COM 488152208 207 10,925 SH   DFND 1 0 10,925 0
KeyCorp(New) COM 493267108 730 66,100 SH   SOLE   66,100 0 0
KeyCorp(New) COM 493267108 42 3,800 SH   DFND 1 0 3,800 0
Kforce, Inc. COM 493732101 1,121 66,375 SH   SOLE   66,375 0 0
Kforce, Inc. COM 493732101 1,177 69,675 SH   DFND 1 0 69,675 0
Kirkland's Inc. COM 497498105 13,805 940,400 SH   SOLE   940,400 0 0
Kirkland's Inc. COM 497498105 1,762 120,000 SH   DFND 1 0 120,000 0
Kratos Defense & Security Solu COM 50077b207 4,042 985,800 SH   SOLE   985,800 0 0
Kratos Defense & Security Solu COM 50077b207 1,353 330,000 SH   DFND 1 0 330,000 0
Kulicke & Soffa Industries Inc COM 501242101 803 66,000 SH   SOLE   66,000 0 0
Kulicke & Soffa Industries Inc COM 501242101 666 54,725 SH   DFND 1 0 54,725 0
La Z Boy Inc COM 505336107 9,172 329,700 SH   SOLE   329,700 0 0
La Z Boy Inc COM 505336107 61 2,200 SH   DFND 1 0 2,200 0
Lattice Semiconductor Corporat COM 518415104 8,385 1,567,200 SH   SOLE   1,567,200 0 0
Lattice Semiconductor Corporat COM 518415104 1,926 360,000 SH   DFND 1 0 360,000 0
Legacy Texas Finl Group Inc. COM 52471y106 52 1,925 SH   SOLE   1,925 0 0
Legacy Texas Finl Group Inc. COM 52471y106 1,206 44,800 SH   DFND 1 0 44,800 0
LMI Aerospace COM 502079106 4,296 534,300 SH   SOLE   534,300 0 0
LMI Aerospace COM 502079106 1,130 140,500 SH   DFND 1 0 140,500 0
Lumos Networks Corp COM 550283105 181 15,000 SH   SOLE   15,000 0 0
Magellan Health Services, Inc. COM 559079207 1,881 28,600 SH   SOLE   28,600 0 0
Magellan Health Services, Inc. COM 559079207 1,809 27,500 SH   DFND 1 0 27,500 0
Marvell Technology Group Ltd COM g5876h105 808 84,800 SH   SOLE   84,800 0 0
Marvell Technology Group Ltd COM g5876h105 43 4,475 SH   DFND 1 0 4,475 0
Masimo Corp COM 574795100 3,642 69,350 SH   SOLE   69,350 0 0
Masimo Corp COM 574795100 188 3,575 SH   DFND 1 0 3,575 0
Matrix Service Co. COM 576853105 1,421 86,175 SH   SOLE   86,175 0 0
Matrix Service Co. COM 576853105 1,452 88,025 SH   DFND 1 0 88,025 0
MaxLinear, Inc COM 57776j100 16,551 920,540 SH   SOLE   920,540 0 0
MaxLinear, Inc COM 57776j100 1,438 80,000 SH   DFND 1 0 80,000 0
Mednax Inc COM 58502b106 1,856 25,625 SH   SOLE   25,625 0 0
Mednax Inc COM 58502b106 1,905 26,300 SH   DFND 1 0 26,300 0
Merck & Co COM 58933y105 1,037 18,000 SH   SOLE   18,000 0 0
Microsemi Corp COM 595137100 2,456 75,150 SH   SOLE   75,150 0 0
Microsemi Corp COM 595137100 1,858 56,850 SH   DFND 1 0 56,850 0
Mid America Apartment Communit COM 59522j103 2,491 23,415 SH   SOLE   23,415 0 0
Mid America Apartment Communit COM 59522j103 2,064 19,400 SH   DFND 1 0 19,400 0
MiMedx COM 602496101 3,964 496,800 SH   SOLE   496,800 0 0
MiMedx COM 602496101 160 20,000 SH   DFND 1 0 20,000 0
Mitel Networks Corp COM 60671q104 13,491 2,144,900 SH   SOLE   2,144,900 0 0
Mitel Networks Corp COM 60671q104 1,985 315,600 SH   DFND 1 0 315,600 0
MKS Instruments Inc. COM 55306n104 814 18,900 SH   SOLE   18,900 0 0
MKS Instruments Inc. COM 55306n104 47 1,100 SH   DFND 1 0 1,100 0
National Bank Hldgs Corp Cl A COM 633707104 844 41,436 SH   DFND 1 0 41,436 0
Nature's Sunshine Products, In COM 639027101 11,762 1,234,182 SH   SOLE   1,234,182 0 0
Nature's Sunshine Products, In COM 639027101 963 101,000 SH   DFND 1 0 101,000 0
Neff Corp. COM 640094207 2,070 189,400 SH   SOLE   189,400 0 0
Neff Corp. COM 640094207 328 30,000 SH   DFND 1 0 30,000 0
New York & Company, Inc. COM 649295102 6,493 4,357,500 SH   SOLE   4,357,500 0 0
New York & Company, Inc. COM 649295102 1,192 800,000 SH   DFND 1 0 800,000 0
Nu Skin Enterprises, Inc. COM 67018T105 231 5,000 SH   SOLE   5,000 0 0
Nuvasive Inc COM 670704105 866 14,500 SH   SOLE   14,500 0 0
Nuvasive Inc COM 670704105 54 900 SH   DFND 1 0 900 0
Oclaro Inc. COM 67555n206 2,309 473,200 SH   SOLE   473,200 0 0
Oclaro Inc. COM 67555n206 98 20,000 SH   DFND 1 0 20,000 0
Olin Corp COM 680665205 597 24,050 SH   SOLE   24,050 0 0
Olin Corp COM 680665205 34 1,350 SH   DFND 1 0 1,350 0
Omnicell Inc COM 68213n109 12,011 350,900 SH   SOLE   350,900 0 0
Omnicell Inc COM 68213n109 1,085 31,700 SH   DFND 1 0 31,700 0
Park Ohio Holdings Corp. COM 700666100 235 8,300 SH   SOLE   8,300 0 0
Park Ohio Holdings Corp. COM 700666100 404 14,300 SH   DFND 1 0 14,300 0
PC Connections COM 69318J100 4,860 204,197 SH   SOLE   204,197 0 0
PC Connections COM 69318J100 714 30,000 SH   DFND 1 0 30,000 0
PepsiCo Inc COM 713448108 7,818 73,800 SH   SOLE   73,800 0 0
PerkinElmer, Inc. COM 714046109 2,468 47,075 SH   SOLE   47,075 0 0
PerkinElmer, Inc. COM 714046109 1,860 35,475 SH   DFND 1 0 35,475 0
PHH Corp COM 693320202 324 24,325 SH   SOLE   24,325 0 0
PHH Corp COM 693320202 18 1,350 SH   DFND 1 0 1,350 0
Ply Gem Hldgs Inc. COM 72941w100 11,143 764,800 SH   SOLE   764,800 0 0
Ply Gem Hldgs Inc. COM 72941w100 1,166 80,000 SH   DFND 1 0 80,000 0
Polycom Inc COM 73172K104 2,583 229,575 SH   SOLE   229,575 0 0
Polycom Inc COM 73172K104 669 59,425 SH   DFND 1 0 59,425 0
Procter & Gamble COM 742718109 398 4,700 SH   SOLE   4,700 0 0
Progress Software Corp COM 743312100 1,123 40,900 SH   SOLE   40,900 0 0
Progress Software Corp COM 743312100 241 8,775 SH   DFND 1 0 8,775 0
PTC Inc COM 69370c100 1,503 40,000 SH   SOLE   40,000 0 0
Qlogic Corp COM 747277101 43 2,950 SH   SOLE   2,950 0 0
Qlogic Corp COM 747277101 525 35,600 SH   DFND 1 0 35,600 0
Qorvo Inc. COM 74736k101 2,164 39,155 SH   SOLE   39,155 0 0
Qorvo Inc. COM 74736k101 2,021 36,575 SH   DFND 1 0 36,575 0
Quality Systems Inc COM 747582104 565 47,400 SH   SOLE   47,400 0 0
Radisys Corp COM 750459109 3,244 724,200 SH   SOLE   724,200 0 0
Radisys Corp COM 750459109 896 200,000 SH   DFND 1 0 200,000 0
Raytheon Co COM 755111507 272 2,000 SH   SOLE   2,000 0 0
Regal Entertainment Group COM 758766109 1,875 85,075 SH   SOLE   85,075 0 0
Regal Entertainment Group COM 758766109 1,884 85,500 SH   DFND 1 0 85,500 0
Renasant Corporation COM 75970e107 1,229 38,000 SH   DFND 1 0 38,000 0
Rightside Group Ltd. COM 76658b100 9 850 SH   SOLE   850 0 0
Rightside Group Ltd. COM 76658b100 356 33,500 SH   DFND 1 0 33,500 0
Rovi Corp. COM 779376102 2,722 174,050 SH   SOLE   174,050 0 0
Rovi Corp. COM 779376102 844 53,975 SH   DFND 1 0 53,975 0
RTI Surgical Inc COM 74975n105 16,486 4,592,100 SH   SOLE   4,592,100 0 0
RTI Surgical Inc COM 74975n105 1,773 494,000 SH   DFND 1 0 494,000 0
Rudolph Technologies Inc. COM 781270103 5,046 324,900 SH   SOLE   324,900 0 0
Ryder System Inc. COM 783549108 616 10,075 SH   SOLE   10,075 0 0
Ryder System Inc. COM 783549108 49 800 SH   DFND 1 0 800 0
Salem Communications Cl A COM 794093104 72 10,000 SH   SOLE   10,000 0 0
Sensient Technologies Corp COM 81725T100 1,463 20,600 SH   SOLE   20,600 0 0
Sensient Technologies Corp COM 81725T100 1,851 26,050 SH   DFND 1 0 26,050 0
Shire PLC SPON ADR COM 82481r106 697 3,789 SH   SOLE   3,789 0 0
ShorTel Inc. COM 825211105 4,463 667,100 SH   SOLE   667,100 0 0
ShorTel Inc. COM 825211105 1,204 180,000 SH   DFND 1 0 180,000 0
Silicon Graphics International COM 82706l108 13,294 2,643,000 SH   SOLE   2,643,000 0 0
Silicon Graphics International COM 82706l108 1,107 220,000 SH   DFND 1 0 220,000 0
Skyworks Solutions, Inc. COM 83088M102 16,744 264,600 SH   SOLE   264,600 0 0
Skyworks Solutions, Inc. COM 83088M102 297 4,700 SH   DFND 1 0 4,700 0
Sonus Networks Inc COM 835916503 217 25,000 SH   SOLE   25,000 0 0
Stage Stores, Inc. COM 85254C305 4,467 915,400 SH   SOLE   915,400 0 0
Stein Mart Inc COM 858375108 12,735 1,649,600 SH   SOLE   1,649,600 0 0
Stein Mart Inc COM 858375108 1,930 250,000 SH   DFND 1 0 250,000 0
Summer Infant Inc COM 865646103 2,690 1,620,600 SH   SOLE   1,620,600 0 0
Summer Infant Inc COM 865646103 332 200,000 SH   DFND 1 0 200,000 0
Symantec Corp. COM 871503108 2,711 132,000 SH   SOLE   132,000 0 0
SYNNEX Corporation COM 87162W100 5,424 57,200 SH   SOLE   57,200 0 0
SYNNEX Corporation COM 87162W100 47 500 SH   DFND 1 0 500 0
Tailored Brands Inc. COM 87403a107 554 43,775 SH   SOLE   43,775 0 0
Tailored Brands Inc. COM 87403a107 474 37,450 SH   DFND 1 0 37,450 0
Teradyne Inc COM 880770102 1,977 100,400 SH   SOLE   100,400 0 0
Teradyne Inc COM 880770102 228 11,600 SH   DFND 1 0 11,600 0
The Dixie Group Inc. COM 255519100 75 20,941 SH   SOLE   20,941 0 0
Tillys Inc COM 886885102 1,690 291,900 SH   SOLE   291,900 0 0
Tower International Inc. COM 891826109 1,299 63,100 SH   DFND 1 0 63,100 0
Triumph Group COM 896818101 1,125 31,700 SH   SOLE   31,700 0 0
Triumph Group COM 896818101 63 1,775 SH   DFND 1 0 1,775 0
TTM Technologies, Inc. COM 87305R109 25,810 3,427,679 SH   SOLE   3,427,679 0 0
TTM Technologies, Inc. COM 87305R109 1,572 208,800 SH   DFND 1 0 208,800 0
Ultra Clean Holdings Inc COM 90385v107 8,535 1,500,000 SH   SOLE   1,500,000 0 0
Ultra Clean Holdings Inc COM 90385v107 1,451 255,000 SH   DFND 1 0 255,000 0
United Financial Bancorp Inc N COM 910304104 20 1,547 SH   SOLE   1,547 0 0
United Financial Bancorp Inc N COM 910304104 1,184 91,242 SH   DFND 1 0 91,242 0
Visteon Corp COM 92839u206 619 9,400 SH   SOLE   9,400 0 0
Visteon Corp COM 92839u206 39 600 SH   DFND 1 0 600 0
Vocera Communications Inc COM 92857f107 321 25,000 SH   SOLE   25,000 0 0
Vocera Communications Inc COM 92857f107 257 20,000 SH   DFND 1 0 20,000 0
Walter Investment Management COM 93317w102 37 13,400 SH   SOLE   13,400 0 0
West Marine, Inc. COM 954235107 126 15,000 SH   SOLE   15,000 0 0
Western Refining Inc COM 959319104 628 30,450 SH   SOLE   30,450 0 0
Western Refining Inc COM 959319104 35 1,700 SH   DFND 1 0 1,700 0
Westlake Chemical Corp COM 960413102 796 18,550 SH   SOLE   18,550 0 0
Westlake Chemical Corp COM 960413102 45 1,050 SH   DFND 1 0 1,050 0
Xcerra Corp COM 98400j108 5,295 920,828 SH   SOLE   920,828 0 0
Xcerra Corp COM 98400j108 1,380 240,000 SH   DFND 1 0 240,000 0
Zagg Inc. COM 98884u108 544 103,700 SH   SOLE   103,700 0 0