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 5,570 950,477 SH   DFND   3,640 825,442 116,550
AZZ INC COM 002474104 15,328 332,641 SH   DFND   1,225 289,043 40,840
ADOBE SYS INC COM 00724F101 4,027 55,652 SH   DFND   3,070 50,702 0
AMETEK INC NEW COM 031100100 8,230 157,419 SH   DFND   19,722 137,697 0
AMPHENOL CORP NEW CL A 032095101 25,925 269,103 SH   DFND   25,784 241,799 0
ANALOGIC CORP COM PAR $0.05 032657207 18,352 234,561 SH   DFND   840 203,043 29,540
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,327 20,241 SH   DFND   1,085 18,476 0
ANN INC COM 035623107 23,861 580,005 SH   DFND   2,150 494,170 80,800
ASCENA RETAIN GROUP INC COM 04351G101 52,393 3,063,916 SH   DFND   53,620 2,657,023 339,230
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 13,356 362,431 SH   DFND   1,290 307,503 51,885
CABOT CORP COM 127055101 46,906 808,871 SH   DFND   12,966 699,660 92,615
CABOT MICROELECTRONICS CORP COM 12709P103 32,023 717,199 SH   DFND   10,245 624,093 79,657
CARDTRONICS INC COM 14161H108 48,320 1,417,853 SH   DFND   25,490 1,232,131 154,405
CLEAN HARBORS INC COM 184496107 100,934 1,570,961 SH   DFND   35,104 1,367,948 159,620
COACH INC COM 189754104 1,433 41,927 SH   DFND   2,265 38,222 0
COGNEX CORP COM 192422103 25,916 674,896 SH   DFND   2,550 582,246 86,725
COPART INC COM 217204106 84,204 2,341,592 SH   DFND   37,919 2,032,607 258,950
COVANTA HLDG CORP COM 22282E102 61,350 2,976,693 SH   DFND   56,717 2,567,105 340,170
DOLLAR TREE INC COM 256746108 13,656 250,760 SH   DFND   22,340 226,590 0
DONALDSON INC COM 257651109 1,636 38,665 SH   DFND   4,290 34,375 0
ENTEGRIS INC COM 29362U104 51,901 3,776,004 SH   DFND   46,480 3,260,418 451,480
ESTERLINE TECHNOLOGIES CORP COM 297425100 70,064 608,618 SH   DFND   3,940 553,934 46,690
GENERAC HLDGS INC COM 368736104 39,541 811,263 SH   DFND   19,080 709,788 78,375
GENESCO INC COM 371532102 22,310 271,639 SH   DFND   1,020 238,362 30,915
GRACO INC COM 384109104 63,345 811,287 SH   DFND   13,099 700,541 93,921
HAEMONETICS CORP COM 405024100 45,772 1,297,387 SH   DFND   27,874 1,126,533 135,835
HEICO CORP NEW CL A 422806208 63,903 1,573,962 SH   DFND   26,309 1,425,137 115,131
SHEIN HENRY INC COM 806407102 11,722 98,788 SH   DFND   9,831 88,957 0
HITTITE MICROWAVE CORP COM 43365Y104 29,971 384,495 SH   DFND   1,315 323,538 58,110
IDEX CORP COM 45167R104 94,954 1,176,045 SH   DFND   20,521 1,018,447 130,935
INGREDION INC COM 457187102 95,819 1,276,902 SH   DFND   26,535 1,114,772 128,715
IRON MTN INC COM 462846106 12,316 347,406 SH   DFND   29,272 316,134 0
KAMAN CORP COM 483548103 28,107 657,786 SH   DFND   2,460 597,772 54,175
KAR AUCTION SVCS INC COM 48238T109 94,010 2,949,808 SH   DFND   27,880 2,557,107 350,975
KENNAMETAL INC COM 489170100 28,251 610,444 SH   DFND   11,173 529,243 67,328
KULICKE & SOFFA INDS INC COM 501242101 4,632 324,827 SH   DFND   1,340 282,527 39,160
LABORATORY CORP AMER HLDGS COM NEW 50540R409 6,191 60,455 SH   DFND   6,445 53,470 0
LINEAR TECHNOLOGY CORP COM 535678106 11,271 239,452 SH   DFND   21,314 216,578 0
MARKEL CORP COM 570535104 21,165 32,282 SH   DFND   2,926 29,136 0
MASTERCARD INC CL A 57636Q104 4,333 58,975 SH   DFND   3,180 53,815 0
MID-AMER APT CMNTYS INC COM 59522J103 36,285 496,718 SH   DFND   9,895 430,896 53,035
O REILLY AUTOMOTIVE INC NEW COM 67103H107 22,570 149,866 SH   DFND   14,900 134,586 0
OCEANEERING INTL INC COM 675232102 3,063 39,200 SH   DFND   4,880 34,320 0
ORTHOFIX INTL N V COM N6748L102 33,000 910,344 SH   DFND   3,415 786,516 115,865
PDF SOLUTIONS INC COM 693282105 12,916 608,686 SH   DFND   1,660 518,366 86,720
PALL CORP COM 696429307 14,143 165,632 SH   DFND   15,754 149,098 0
POWER INTEGRATIONS INC COM 739276103 43,312 752,731 SH   DFND   2,770 652,246 94,053
PRECISION CASTPARTS CORP COM 740189105 9,546 37,819 SH   DFND   3,259 34,220 0
RBC BEARINGS INC COM 75524B104 63,867 997,143 SH   DFND   3,740 853,541 134,835
RLI CORP COM 749607107 36,329 793,563 SH   DFND   2,800 679,131 107,889
ROCKWELL COLLINS INC COM 774341101 7,891 100,980 SH   DFND   9,719 91,261 0
SEMTECH CORP COM 816850101 54,709 2,092,130 SH   DFND   7,845 1,808,212 265,670
SIMPSON MANUFACTURING CO INC COM 829073105 46,290 1,273,090 SH   DFND   4,765 1,101,074 160,885
SOLERA HOLDINGS INC COM 83421A104 13,437 200,106 SH   DFND   16,855 182,051 0
SYNOPSYS INC COM 871607107 7,484 192,790 SH   DFND   18,090 174,700 0
TD AMERITRADE HLDG CORP COM 87236Y108 5,268 168,024 SH   DFND   13,020 153,804 0
TECHNE CORP COM 878377100 7,269 78,525 SH   DFND   7,419 71,106 0
TELEDYNE TECHNOLOGIES INC COM 879360105 45,074 463,865 SH   DFND   1,720 421,761 38,040
THERMON GROUP HLDGS INC COM 88362T103 38,193 1,451,100 SH   DFND   5,470 1,261,413 176,910
TITAN INTL INC ILL COM 88830M102 10,123 601,870 SH   DFND   2,360 519,177 77,245
UGI CORP NEW COM 902681105 69,479 1,375,822 SH   DFND   20,274 1,188,831 160,365
UNITED STATIONERS INC COM 913004107 42,672 1,028,977 SH   DFND   20,398 885,533 118,562
VALMONT INDS INC COM 920253101 4,465 29,385 SH   DFND   3,670 25,715 0
VISA INC COM CL A 92826C839 3,465 16,445 SH   DFND   855 15,030 0
WASTE CONNECTIONS INC COM 941053100 100,689 2,073,921 SH   DFND   39,135 1,808,981 214,364
WOODWARD INC COM 980745103 44,302 882,864 SH   DFND   3,310 801,749 73,230