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
ARC DOCUMENT SOLUTIONS INC COM 00191G103 5,801 762,315 SH   DFND   3,280 660,089 98,946
AZZ INC COM 002474104 15,389 297,085 SH   DFND   1,225 258,659 37,201
ADOBE SYS INC COM 00724F101 2,582 31,874 SH   DFND   2,700 29,174 0
AMETEK INC NEW COM 031100100 4,946 90,296 SH   DFND   18,669 71,627 0
AMPHENOL CORP NEW CL A 032095101 15,345 264,702 SH   DFND   48,289 216,413 0
ANALOGIC CORP COM PAR $0.05 032657207 19,334 245,041 SH   DFND   840 209,373 34,828
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1,607 13,321 SH   DFND   1,125 12,196 0
ASCENA RETAIN GROUP INC COM 04351G101 43,895 2,635,572 SH   DFND   51,439 2,277,531 306,602
BIO TECHNE CORP COM 09073M104 3,349 34,008 SH   DFND   7,014 26,994 0
CABOT CORP COM 127055101 28,293 758,731 SH   DFND   16,527 653,442 88,762
CABOT MICROELECTRONICS CORP COM 12709P103 27,312 579,749 SH   DFND   9,401 500,715 69,633
CARDTRONICS INC COM 14161H108 44,023 1,188,215 SH   DFND   24,357 1,024,161 139,697
CLEAN HARBORS INC COM 184496107 68,847 1,281,104 SH   DFND   34,247 1,102,625 144,232
CLOUD PEAK ENERGY INC COM 18911Q102 12,626 2,709,358 SH   DFND   11,126 2,344,506 353,726
COACH INC COM 189754104 863 24,937 SH   DFND   2,085 22,852 0
COGNEX CORP COM 192422103 29,204 607,152 SH   DFND   2,550 526,383 78,219
COPART INC COM 217204106 69,569 1,960,789 SH   DFND   37,682 1,689,558 233,549
CORE LABORATORIES N V COM N22717107 2,402 21,063 SH   DFND   4,340 16,723 0
COVANTA HLDG CORP COM 22282E102 33,972 1,603,193 SH   DFND   6,558 1,387,252 209,383
DOLLAR TREE INC COM 256746108 9,448 119,609 SH   DFND   21,333 98,276 0
DONALDSON INC COM 257651109 1,837 51,308 SH   DFND   9,625 41,683 0
DORMAN PRODUCTS INC COM 258278100 23,322 489,349 SH   DFND   1,920 418,747 68,682
EOG RES INC COM 26875P101 679 7,752 SH   DFND   640 7,112 0
ENTEGRIS INC COM 29362U104 55,514 3,810,165 SH   DFND   93,685 3,283,576 432,904
ESSENDANT INC COM 296689102 34,694 883,933 SH   DFND   18,604 757,999 107,330
ESTERLINE TECHNOLOGIES CORP COM 297425100 51,454 539,686 SH   DFND   3,940 492,708 43,038
FCB FINL HLDGS INC CL A 30255G103 6,323 198,846 SH   DFND   1,201 171,706 25,939
F M C CORP COM NEW 302491303 4,170 79,352 SH   DFND   16,310 63,042 0
GENERAC HLDGS INC COM 368736104 40,130 1,009,556 SH   DFND   28,628 875,914 105,014
GENESCO INC COM 371532102 19,845 300,538 SH   DFND   1,224 260,790 38,524
GRACO INC COM 384109104 50,637 712,897 SH   DFND   13,969 614,057 84,871
HAEMONETICS CORP COM 405024100 31,405 759,300 SH   DFND   9,755 654,824 94,721
HEICO CORP NEW CL A 422806208 69,641 1,371,697 SH   DFND   26,013 1,239,499 106,185
SCHEIN HENRY INC COM 806407102 5,804 40,836 SH   DFND   8,437 32,399 0
IDEX CORP COM 45167R104 77,235 982,885 SH   DFND   19,637 845,140 118,108
INGREDION INC COM 457187102 81,924 1,026,494 SH   DFND   23,857 886,519 116,118
WILEY JOHN & SONS INC CL A 968223206 3,388 62,311 SH   DFND   11,900 50,411 0
KAMAN CORP COM 483548103 26,403 629,536 SH   DFND   2,622 573,582 53,332
KAR AUCTION SVCS INC COM 48238T109 94,201 2,518,736 SH   DFND   42,016 2,171,214 305,506
KENNAMETAL INC COM 489170100 14,647 429,274 SH   DFND   1,763 371,359 56,152
KIRBY CORP COM 497266106 2,829 36,903 SH   DFND   7,408 29,495 0
KULICKE & SOFFA INDS INC COM 501242101 14,234 1,215,563 SH   DFND   4,984 1,050,571 160,008
LEGACY TEX FINL GROUP INC COM 52471Y106 26,151 865,934 SH   DFND   3,369 746,250 116,315
LINEAR TECHNOLOGY CORP COM 535678106 5,011 113,300 SH   DFND   20,127 93,173 0
MARKEL CORP COM 570535104 12,756 15,932 SH   DFND   2,826 13,106 0
MASTERCARD INC CL A 57636Q104 3,236 34,615 SH   DFND   2,940 31,675 0
MID-AMER APT CMNTYS INC COM 59522J103 30,252 415,490 SH   DFND   9,835 357,691 47,964
O REILLY AUTOMOTIVE INC NEW COM 67103H107 14,655 64,853 SH   DFND   12,494 52,359 0
OCEANEERING INTL INC COM 675232102 1,773 38,053 SH   DFND   7,580 30,473 0
ORTHOFIX INTL N V COM N6748L102 16,581 500,640 SH   DFND   2,057 433,109 65,474
PDF SOLUTIONS INC COM 693282105 23,745 1,484,048 SH   DFND   6,101 1,284,411 193,536
POWER INTEGRATIONS INC COM 739276103 30,272 670,029 SH   DFND   2,770 582,481 84,778
PRECISION CASTPARTS CORP COM 740189105 4,808 24,055 SH   DFND   3,664 20,391 0
RBC BEARINGS INC COM 75524B104 64,424 897,769 SH   DFND   3,672 772,674 121,423
RLI CORP COM 749607107 37,898 737,449 SH   DFND   2,964 634,858 99,627
ROCKWELL COLLINS INC COM 774341101 4,100 44,401 SH   DFND   9,185 35,216 0
SEMTECH CORP COM 816850101 29,810 1,501,775 SH   DFND   6,260 1,304,256 191,259
SIMPSON MANUFACTURING CO INC COM 829073105 38,945 1,145,444 SH   DFND   4,765 996,354 144,325
SOLERA HOLDINGS INC COM 83421A104 4,497 100,922 SH   DFND   18,173 82,749 0
SYNOPSYS INC COM 871607107 4,162 82,165 SH   DFND   16,939 65,226 0
SYNTEL INC COM 87162H103 4,207 88,608 SH   DFND   368 77,292 10,948
TD AMERITRADE HLDG CORP COM 87236Y108 2,793 75,853 SH   DFND   12,380 63,473 0
TELEDYNE TECHNOLOGIES INC COM 879360105 43,929 416,349 SH   DFND   1,720 379,394 35,235
THERMON GROUP HLDGS INC COM 88362T103 34,858 1,448,185 SH   DFND   5,888 1,256,878 185,419
UGI CORP NEW COM 902681105 61,062 1,772,476 SH   DFND   24,411 1,530,463 217,602
VALMONT INDS INC COM 920253101 1,430 12,034 SH   DFND   2,450 9,584 0
VISA INC COM CL A 92826C839 2,582 38,448 SH   DFND   3,260 35,188 0
WASTE CONNECTIONS INC COM 941053100 79,572 1,688,718 SH   DFND   35,243 1,459,531 193,944
WOODWARD INC COM 980745103 48,315 878,615 SH   DFND   17,192 792,451 68,972