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 |
| ARC DOCUMENT SOLUTIONS INC | COM | 00191G103 | 4,320 | 726,012 | SH | DFND | 3,280 | 629,874 | 92,858 | ||
| AZZ INC | COM | 002474104 | 13,942 | 286,350 | SH | DFND | 1,225 | 250,283 | 34,842 | ||
| ADOBE SYS INC | COM | 00724F101 | 2,536 | 30,839 | SH | DFND | 2,700 | 28,139 | 0 | ||
| AMETEK INC NEW | COM | 031100100 | 4,724 | 90,296 | SH | DFND | 18,669 | 71,627 | 0 | ||
| AMPHENOL CORP NEW | CL A | 032095101 | 13,403 | 263,014 | SH | DFND | 48,289 | 214,725 | 0 | ||
| ANALOGIC CORP | COM PAR $0.05 | 032657207 | 19,045 | 232,148 | SH | DFND | 840 | 198,927 | 32,381 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 1,370 | 12,890 | SH | DFND | 1,125 | 11,765 | 0 | ||
| ASCENA RETAIN GROUP INC | COM | 04351G101 | 35,031 | 2,518,389 | SH | DFND | 51,439 | 2,177,891 | 289,059 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 2,361 | 89,565 | SH | DFND | 18,193 | 71,372 | 0 | ||
| BIO TECHNE CORP | COM | 09073M104 | 1,347 | 14,571 | SH | DFND | 2,704 | 11,867 | 0 | ||
| CABOT CORP | COM | 127055101 | 22,937 | 726,769 | SH | DFND | 16,527 | 626,530 | 83,712 | ||
| CABOT MICROELECTRONICS CORP | COM | 12709P103 | 17,914 | 462,414 | SH | DFND | 2,003 | 400,703 | 59,708 | ||
| CARDTRONICS INC | COM | 14161H108 | 42,270 | 1,292,656 | SH | DFND | 30,385 | 1,111,258 | 151,013 | ||
| CLEAN HARBORS INC | COM | 184496107 | 54,300 | 1,234,933 | SH | DFND | 34,778 | 1,064,563 | 135,592 | ||
| COACH INC | COM | 189754104 | 699 | 24,148 | SH | DFND | 2,085 | 22,063 | 0 | ||
| COGNEX CORP | COM | 192422103 | 19,909 | 579,249 | SH | DFND | 2,550 | 502,772 | 73,927 | ||
| COPART INC | COM | 217204106 | 62,348 | 1,895,061 | SH | DFND | 40,200 | 1,635,746 | 219,115 | ||
| CORE LABORATORIES N V | COM | N22717107 | 2,102 | 21,063 | SH | DFND | 4,340 | 16,723 | 0 | ||
| COVANTA HLDG CORP | COM | 22282E102 | 30,285 | 1,735,545 | SH | DFND | 7,383 | 1,507,950 | 220,212 | ||
| DOLLAR TREE INC | COM | 256746108 | 7,906 | 118,597 | SH | DFND | 21,333 | 97,264 | 0 | ||
| DONALDSON INC | COM | 257651109 | 904 | 32,182 | SH | DFND | 6,146 | 26,036 | 0 | ||
| DORMAN PRODUCTS INC | COM | 258278100 | 28,573 | 561,466 | SH | DFND | 2,418 | 486,299 | 72,749 | ||
| EOG RES INC | COM | 26875P101 | 546 | 7,501 | SH | DFND | 640 | 6,861 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 49,917 | 3,784,444 | SH | DFND | 95,552 | 3,268,373 | 420,519 | ||
| ESSENDANT INC | COM | 296689102 | 27,447 | 846,336 | SH | DFND | 18,604 | 726,692 | 101,040 | ||
| ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 38,710 | 538,466 | SH | DFND | 4,250 | 489,542 | 44,674 | ||
| FCB FINL HLDGS INC | CL A | 30255G103 | 9,017 | 276,414 | SH | DFND | 1,201 | 239,997 | 35,216 | ||
| F M C CORP | COM NEW | 302491303 | 2,691 | 79,352 | SH | DFND | 16,310 | 63,042 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 29,065 | 965,939 | SH | DFND | 28,628 | 836,839 | 100,472 | ||
| GENESCO INC | COM | 371532102 | 16,344 | 286,378 | SH | DFND | 1,224 | 248,896 | 36,258 | ||
| GENESEE & WYO INC | CL A | 371559105 | 2,744 | 46,440 | SH | DFND | 9,521 | 36,919 | 0 | ||
| GRACO INC | COM | 384109104 | 45,797 | 683,224 | SH | DFND | 13,969 | 589,284 | 79,971 | ||
| HAEMONETICS CORP | COM | 405024100 | 7,152 | 221,279 | SH | DFND | 981 | 192,695 | 27,603 | ||
| HEICO CORP NEW | CL A | 422806208 | 59,919 | 1,319,509 | SH | DFND | 26,013 | 1,188,590 | 104,906 | ||
| HELEN OF TROY CORP LTD | COM | G4388N106 | 7,688 | 86,087 | SH | DFND | 347 | 74,358 | 11,382 | ||
| SCHEIN HENRY INC | COM | 806407102 | 5,420 | 40,836 | SH | DFND | 8,437 | 32,399 | 0 | ||
| IDEX CORP | COM | 45167R104 | 67,699 | 949,496 | SH | DFND | 20,248 | 818,387 | 110,861 | ||
| INGREDION INC | COM | 457187102 | 85,901 | 983,864 | SH | DFND | 23,857 | 850,733 | 109,274 | ||
| WILEY JOHN & SONS INC | CL A | 968223206 | 4,199 | 83,938 | SH | DFND | 17,142 | 66,796 | 0 | ||
| KAMAN CORP | COM | 483548103 | 22,765 | 635,009 | SH | DFND | 2,953 | 578,016 | 54,040 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 85,920 | 2,420,270 | SH | DFND | 43,023 | 2,090,464 | 286,783 | ||
| KENNAMETAL INC | COM | 489170100 | 10,159 | 408,142 | SH | DFND | 1,763 | 354,377 | 52,002 | ||
| KIRBY CORP | COM | 497266106 | 2,286 | 36,903 | SH | DFND | 7,408 | 29,495 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 7,277 | 792,649 | SH | DFND | 2,637 | 691,779 | 98,233 | ||
| LEGACY TEX FINL GROUP INC | COM | 52471Y106 | 25,118 | 824,071 | SH | DFND | 3,369 | 712,131 | 108,571 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 4,536 | 112,414 | SH | DFND | 20,127 | 92,287 | 0 | ||
| MARKEL CORP | COM | 570535104 | 12,465 | 15,545 | SH | DFND | 2,795 | 12,750 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 2,616 | 29,026 | SH | DFND | 2,514 | 26,512 | 0 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 1,450 | 21,662 | SH | DFND | 1,877 | 19,785 | 0 | ||
| MID-AMER APT CMNTYS INC | COM | 59522J103 | 32,611 | 398,329 | SH | DFND | 9,835 | 343,383 | 45,111 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 12,541 | 50,162 | SH | DFND | 9,529 | 40,633 | 0 | ||
| OCEANEERING INTL INC | COM | 675232102 | 1,495 | 38,053 | SH | DFND | 7,580 | 30,473 | 0 | ||
| ORTHOFIX INTL N V | COM | N6748L102 | 10,034 | 297,318 | SH | DFND | 1,269 | 257,255 | 38,794 | ||
| PDF SOLUTIONS INC | COM | 693282105 | 14,167 | 1,416,684 | SH | DFND | 6,101 | 1,228,402 | 182,181 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 26,907 | 638,070 | SH | DFND | 2,770 | 555,447 | 79,853 | ||
| RBC BEARINGS INC | COM | 75524B104 | 51,103 | 855,566 | SH | DFND | 3,672 | 738,275 | 113,619 | ||
| RLI CORP | COM | 749607107 | 37,572 | 701,886 | SH | DFND | 2,964 | 605,693 | 93,229 | ||
| ROCKWELL COLLINS INC | COM | 774341101 | 3,634 | 44,401 | SH | DFND | 9,185 | 35,216 | 0 | ||
| SEMTECH CORP | COM | 816850101 | 4,920 | 325,829 | SH | DFND | 1,054 | 282,086 | 42,689 | ||
| SIMPSON MANUFACTURING CO INC | COM | 829073105 | 36,616 | 1,093,334 | SH | DFND | 4,765 | 952,645 | 135,924 | ||
| SOLERA HOLDINGS INC | COM | 83421A104 | 2,684 | 49,705 | SH | DFND | 10,199 | 39,506 | 0 | ||
| SOTHEBYS | COM | 835898107 | 6,062 | 189,556 | SH | DFND | 793 | 164,824 | 23,939 | ||
| SYNOPSYS INC | COM | 871607107 | 3,794 | 82,165 | SH | DFND | 16,939 | 65,226 | 0 | ||
| SYNTEL INC | COM | 87162H103 | 24,769 | 546,664 | SH | DFND | 2,263 | 473,093 | 71,308 | ||
| TD AMERITRADE HLDG CORP | COM | 87236Y108 | 2,387 | 74,956 | SH | DFND | 12,380 | 62,576 | 0 | ||
| TALMER BANCORP INC | COM | 87482X101 | 3,383 | 203,181 | SH | DFND | 41,448 | 161,733 | 0 | ||
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 36,085 | 399,616 | SH | DFND | 1,720 | 363,078 | 34,818 | ||
| THERMON GROUP HLDGS INC | COM | 88362T103 | 28,796 | 1,401,263 | SH | DFND | 5,888 | 1,216,769 | 178,606 | ||
| UGI CORP NEW | COM | 902681105 | 59,088 | 1,696,950 | SH | DFND | 24,411 | 1,467,799 | 204,740 | ||
| VALMONT INDS INC | COM | 920253101 | 1,142 | 12,034 | SH | DFND | 2,450 | 9,584 | 0 | ||
| VISA INC | COM CLA | 92826C839 | 2,592 | 37,211 | SH | DFND | 3,260 | 33,951 | 0 | ||
| WASTE CONNECTIONS INC | COM | 941053100 | 78,565 | 1,617,237 | SH | DFND | 35,243 | 1,399,489 | 182,505 | ||
| WOODWARD INC | COM | 980745103 | 39,532 | 971,301 | SH | DFND | 21,691 | 873,125 | 76,485 | ||