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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMERICAN STATES WATER CO | COM | 029899101 | 28,950 | 725,735 | SH | DFND | 1 | 725,735 | 0 | 0 | |
| ARGAN INC | COM | 04010E109 | 16,603 | 459,028 | SH | DFND | 1 | 459,028 | 0 | 0 | |
| BELDEN INC | COM | 077454106 | 27,743 | 296,521 | SH | DFND | 1 | 296,521 | 0 | 0 | |
| BIO-RAD LABORATORIES INC | COM | 090572207 | 20,943 | 154,925 | SH | DFND | 1 | 154,925 | 0 | 0 | |
| BLOOMIN` BRANDS INC | COM | 094235108 | 25,094 | 1,031,398 | SH | DFND | 1 | 1,031,398 | 0 | 0 | |
| CADENCE DESIGN SYSTEMS INC | COM | 127387108 | 24,774 | 1,343,484 | SH | DFND | 1 | 1,343,484 | 0 | 0 | |
| CHARLES RIVER LABS INTL INC | COM | 159864107 | 21,908 | 276,300 | SH | DFND | 1 | 276,300 | 0 | 0 | |
| CHINA BIOLOGIC PRODUCTS INC | COM | 16938C106 | 1,291 | 13,550 | SH | DFND | 1 | 13,550 | 0 | 0 | |
| COLONY FINANCIAL INC | COM | 19624R106 | 20,171 | 778,200 | SH | DFND | 1 | 778,200 | 0 | 0 | |
| COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 24,873 | 858,590 | SH | DFND | 1 | 858,590 | 0 | 0 | |
| COLUMBIA SPORTSWEAR COMPANY | COM | 198516106 | 29,652 | 486,902 | SH | DFND | 1 | 486,902 | 0 | 0 | |
| COOPER TIRE & RUBBER CO | COM | 216831107 | 22,251 | 519,400 | SH | DFND | 1 | 519,400 | 0 | 0 | |
| COVENANT TRANSPORT GROUP INC | COM | 22284P105 | 26,924 | 811,929 | SH | DFND | 1 | 811,929 | 0 | 0 | |
| DELUXE CORP | COM | 248019101 | 33,809 | 488,010 | SH | DFND | 1 | 488,010 | 0 | 0 | |
| DINEEQUITY INC | COM | 254423106 | 20,950 | 195,777 | SH | DFND | 1 | 195,777 | 0 | 0 | |
| ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 20,120 | 738,095 | SH | DFND | 1 | 738,095 | 0 | 0 | |
| EL PASO ELECTRIC CO | COM | 283677854 | 26,737 | 691,964 | SH | DFND | 1 | 691,964 | 0 | 0 | |
| ENERSYS CORP | COM | 29275Y102 | 19,395 | 301,921 | SH | DFND | 1 | 301,921 | 0 | 0 | |
| FEDERAL SIGNAL CORP | COM | 313855108 | 22,870 | 1,448,402 | SH | DFND | 1 | 1,448,402 | 0 | 0 | |
| GREENBRIER COS | COM | 393657101 | 37,007 | 638,050 | SH | DFND | 1 | 638,050 | 0 | 0 | |
| HEALTHSOUTH CORP | COM | 421924309 | 25,802 | 581,656 | SH | DFND | 1 | 581,656 | 0 | 0 | |
| HIGHWOODS PROPERTIES INC | COM | 431284108 | 18,564 | 405,514 | SH | DFND | 1 | 405,514 | 0 | 0 | |
| ICONIX BRAND GROUP INC | COM | 451055107 | 19,567 | 581,131 | SH | DFND | 1 | 581,131 | 0 | 0 | |
| INTEGRATED DEVICE TECH INC | COM | 458118106 | 38,199 | 1,908,047 | SH | DFND | 1 | 1,908,047 | 0 | 0 | |
| ISHARES MSCI EAFE SMALL CAP ETF | COM | 464288273 | 4,650 | 94,000 | SH | DFND | 1 | 94,000 | 0 | 0 | |
| ISHARES MSCI -SOUTH KOREA ETF | COM | 464286772 | 578 | 10,100 | SH | DFND | 1 | 10,100 | 0 | 0 | |
| ISHARES MSCI TAIWAN ETF | COM | 464286731 | 2,272 | 144,345 | SH | DFND | 1 | 144,345 | 0 | 0 | |
| JONES LANG LASALLE INC | COM | 48020Q107 | 41,419 | 243,072 | SH | DFND | 1 | 243,072 | 0 | 0 | |
| LASALLE HOTEL PROPERTIES INC | COM | 517942108 | 24,303 | 625,402 | SH | DFND | 1 | 625,402 | 0 | 0 | |
| MARKET VECTORS ETF TR INDIA SMALL-CAP | COM | 57061R551 | 4,269 | 90,408 | SH | DFND | 1 | 90,408 | 0 | 0 | |
| MENTOR GRAPHICS CORP | COM | 587200106 | 21,713 | 903,570 | SH | DFND | 1 | 903,570 | 0 | 0 | |
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 35,512 | 485,795 | SH | DFND | 1 | 485,795 | 0 | 0 | |
| MULTI-COLOR CORP | COM | 625383104 | 17,711 | 255,464 | SH | DFND | 1 | 255,464 | 0 | 0 | |
| NAUTILUS INC | COM | 63910B102 | 29,946 | 1,961,086 | SH | DFND | 1 | 1,961,086 | 0 | 0 | |
| NUTRISYSTEM INC | COM | 67069D108 | 19,264 | 964,178 | SH | DFND | 1 | 964,178 | 0 | 0 | |
| PAREXEL INTERNATIONAL | COM | 699462107 | 33,428 | 484,537 | SH | DFND | 1 | 484,537 | 0 | 0 | |
| PORTLAND GENERAL ELECTRIC CO | COM | 736508847 | 23,572 | 635,535 | SH | DFND | 1 | 635,535 | 0 | 0 | |
| RYDER SYSTEMS INC | COM | 783549108 | 19,552 | 206,046 | SH | DFND | 1 | 206,046 | 0 | 0 | |
| SANDERSON FARMS INC | COM | 800013104 | 20,529 | 257,746 | SH | DFND | 1 | 257,746 | 0 | 0 | |
| SCHULMAN (A) INC | COM | 808194104 | 19,968 | 414,282 | SH | DFND | 1 | 414,282 | 0 | 0 | |
| SOUTH STATE CORPORATION | COM | 840441109 | 33,899 | 495,672 | SH | DFND | 1 | 495,672 | 0 | 0 | |
| SPIRIT AIRLINES INC | COM | 848577102 | 46,218 | 597,436 | SH | DFND | 1 | 597,436 | 0 | 0 | |
| STANDARD MOTOR PRODUCTS INC | COM | 853666105 | 29,733 | 703,569 | SH | DFND | 1 | 703,569 | 0 | 0 | |
| STANDEX INTERNATIONAL CORP | COM | 854231107 | 24,959 | 303,899 | SH | DFND | 1 | 303,899 | 0 | 0 | |
| STARZ INC | COM | 85571Q102 | 26,975 | 783,923 | SH | DFND | 1 | 783,923 | 0 | 0 | |
| TARENA INTERNATIONAL INC-ADR | ADR | 876108101 | 977 | 100,400 | SH | DFND | 1 | 100,400 | 0 | 0 | |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 28,013 | 262,469 | SH | DFND | 1 | 262,469 | 0 | 0 | |
| TELEFLEX INC | COM | 879369106 | 24,175 | 200,072 | SH | DFND | 1 | 200,072 | 0 | 0 | |
| VECTREN CORPORATION | COM | 92240G101 | 29,130 | 659,936 | SH | DFND | 1 | 659,936 | 0 | 0 | |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 16,571 | 1,199,081 | SH | DFND | 1 | 1,199,081 | 0 | 0 | |
| WEBSTER FINANCIAL CORP | COM | 947890109 | 29,182 | 787,651 | SH | DFND | 1 | 787,651 | 0 | 0 | |
| WEST PHARMACEUTICAL SERVICES INC | COM | 955306105 | 38,091 | 632,633 | SH | DFND | 1 | 632,633 | 0 | 0 | |