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
ACUITY BRANDS INC COM 00508Y102 321 1,389 SH   DFND 1 1,389 0 0
AK STL HOLDING CORP COM 001547108 32,323 3,165,823 SH   DFND 1 3,165,823 0 0
ALBEMARLE CORP COM 012653101 167 1,944 SH   DFND 1 1,944 0 0
ALPHABET INC COM 02079K107 550 712 SH   DFND 1 712 0 0
AMAZON COM INC COM 023135106 453 604 SH   DFND 1 604 0 0
AMGEN INC COM 031162100 483 3,301 SH   DFND 1 3,301 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 29,678 771,850 SH   DFND 1 771,850 0 0
ANALOG DEVICES INC COM 032654105 531 7,315 SH   DFND 1 7,315 0 0
APOGEE ENTERPRISES INC COM 037598109 35,258 658,289 SH   DFND 1 658,289 0 0
ARGAN INC COM 04010E109 32,086 454,793 SH   DFND 1 454,793 0 0
AUTOZONE INC COM 053332102 284 360 SH   DFND 1 360 0 0
BROADSOFT INC COM 11133B409 28,317 686,472 SH   DFND 1 686,472 0 0
BRUNSWICK CORP COM 117043109 28,546 523,404 SH   DFND 1 523,404 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108 32,430 1,285,876 SH   DFND 1 1,285,876 0 0
CALLON PETE CO COM 13123X102 27,822 1,810,120 SH   DFND 1 1,810,120 0 0
CHARLES RIVER LABS INTL INC COM 159864107 18,184 238,666 SH   DFND 1 238,666 0 0
CHILDRENS PLACE INC COM 168905107 38,685 383,213 SH   DFND 1 383,213 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 31,558 1,854,181 SH   DFND 1 1,854,181 0 0
CHINA BIOLOGIC PRODUCTS INC COM 16938C106 2,618 24,360 SH   DFND 1 24,360 0 0
CHINA LODGING GROUP LTD SPONSORED ADR ADR 16949N109 3,956 76,310 SH   DFND 1 76,310 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 655 18,395 SH   DFND 1 18,395 0 0
COLUMBIA BANKING SYSTEMS INC COM 197236102 51,566 1,154,126 SH   DFND 1 1,154,126 0 0
COMFORT SYSTEMS USA INC COM 199908104 25,610 769,057 SH   DFND 1 769,057 0 0
CONCHO RES INC COM 20605P101 376 2,833 SH   DFND 1 2,833 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 24,754 1,071,594 SH   DFND 1 1,071,594 0 0
CORELOGIC INC COM 21871D103 22,784 618,619 SH   DFND 1 618,619 0 0
CORESITE REALTY CORP COM 21870Q105 313 3,944 SH   DFND 1 3,944 0 0
DELUXE CORP COM 248019101 25,859 361,114 SH   DFND 1 361,114 0 0
DIAMONDBACK ENERGY INC COM 25278X109 375 3,713 SH   DFND 1 3,713 0 0
DICKS SPORTING GOODS INC COM 253393102 314 5,915 SH   DFND 1 5,915 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 416 4,584 SH   DFND 1 4,584 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 30,197 687,383 SH   DFND 1 687,383 0 0
ELECTRONIC ARTS INC COM 285512109 639 8,114 SH   DFND 1 8,114 0 0
ENERSYS CORP COM 29275Y102 27,857 356,682 SH   DFND 1 356,682 0 0
FACEBOOK INC COM 30303M102 571 4,965 SH   DFND 1 4,965 0 0
FERRO CORP COM 315405100 21,999 1,535,158 SH   DFND 1 1,535,158 0 0
FISERV INC COM 337738108 370 3,486 SH   DFND 1 3,486 0 0
GLOBAL PAYMENTS INC COM 37940X102 456 6,566 SH   DFND 1 6,566 0 0
HACKETT GROUP INC COM 404609109 24,638 1,395,119 SH   DFND 1 1,395,119 0 0
HIGHWOODS PROPERTYS INC COM 431284108 23,414 459,001 SH   DFND 1 459,001 0 0
HILL ROM HOLDINGS INC COM 431475102 32,522 579,309 SH   DFND 1 579,309 0 0
INC RESH HOLDINGS INC COM 45329R109 25,073 476,682 SH   DFND 1 476,682 0 0
INSPERITY INC COM 45778Q107 35,684 502,945 SH   DFND 1 502,945 0 0
ISHARES EM MKT SM-CP ETF COM 464286475 1,031 25,498 SH   DFND 1 25,498 0 0
ISHARES INC MSCI TAIWAN ETF COM 46434G772 244 7,930 SH   DFND 1 7,930 0 0
ISHARES MSCI STH KOR ETF COM 464286772 922 17,321 SH   DFND 1 17,321 0 0
ISHARES MSCI THI CAP ETF COM 464286624 43 594 SH   DFND 1 594 0 0
ISHARES TR EAFE SML CP ETF COM 464288273 4,710 94,497 SH   DFND 1 94,497 0 0
ISHARES TR MSCI ACWI ETF COM 464288257 28 477 SH   DFND 1 477 0 0
ISHARES TR MSCI INDIA SM CP COM 46429B614 1,132 34,646 SH   DFND 1 34,646 0 0
JPMORGAN CHASE & CO COM 46625H100 456 5,282 SH   DFND 1 5,282 0 0
KROGER CO COM 501044101 391 11,337 SH   DFND 1 11,337 0 0
KULICKE & SOFFA INDUSTRIES INC COM 501242101 20,639 1,293,964 SH   DFND 1 1,293,964 0 0
L3 TECHNOLOGIES INC COM 502413107 39 254 SH   DFND 1 254 0 0
LENNOX INTL INC COM 526107107 403 2,632 SH   DFND 1 2,632 0 0
LUMENTUM HOLDINGS INC COM 55024U109 29,266 757,197 SH   DFND 1 757,197 0 0
MDU RES GROUP INC COM 552690109 24,866 864,302 SH   DFND 1 864,302 0 0
MEREDITH CORP COM 589433101 41,178 696,163 SH   DFND 1 696,163 0 0
MSCI INC COM 55354G100 164 2,078 SH   DFND 1 2,078 0 0
NAUTILUS INC COM 63910B102 19,637 1,061,440 SH   DFND 1 1,061,440 0 0
NCI BUILDING SYSTEMS INC COM 628852204 25,430 1,624,896 SH   DFND 1 1,624,896 0 0
NEENAH PAPER INC COM 640079109 33,097 388,466 SH   DFND 1 388,466 0 0
NORTHERN TRUST CORP COM 665859104 351 3,946 SH   DFND 1 3,946 0 0
NUTRI SYSTEMS INC COM 67069D108 43,088 1,243,535 SH   DFND 1 1,243,535 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 262 3,684 SH   DFND 1 3,684 0 0
ON ASSIGNMENT INC COM 682159108 31,507 713,464 SH   DFND 1 713,464 0 0
PARKER HANNIFIN CORP COM 701094104 692 4,942 SH   DFND 1 4,942 0 0
PFIZER INC COM 717081103 429 13,223 SH   DFND 1 13,223 0 0
PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 27,443 396,001 SH   DFND 1 396,001 0 0
PLANET FITNESS INC COM 72703H101 36,963 1,838,955 SH   DFND 1 1,838,955 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 457 4,396 SH   DFND 1 4,396 0 0
QUANTA SERVICES INC COM 74762E102 29,640 850,491 SH   DFND 1 850,491 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 250 3,288 SH   DFND 1 3,288 0 0
RAYTHEON CO COM 755111507 35 249 SH   DFND 1 249 0 0
RE MAX HOLDINGS INC COM 75524W108 22,109 394,797 SH   DFND 1 394,797 0 0
REGIONS FINANCIAL CORP COM 7591EP100 819 57,056 SH   DFND 1 57,056 0 0
ROSS STORES INC COM 778296103 237 3,612 SH   DFND 1 3,612 0 0
RYMAN HOSPITALITY PROPERTYS INC COM 78377T107 25,366 402,572 SH   DFND 1 402,572 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 19,059 780,485 SH   DFND 1 780,485 0 0
SELECT COMFORT CORP COM 81616X103 19,391 857,264 SH   DFND 1 857,264 0 0
SELECTIVE INS GROUP INC COM 816300107 25,306 587,824 SH   DFND 1 587,824 0 0
SHUTTERSTOCK INC COM 825690100 20,434 430,001 SH   DFND 1 430,001 0 0
SJW GROUP INC COM 784305104 24,048 429,579 SH   DFND 1 429,579 0 0
SMITH A O COM 831865209 366 7,738 SH   DFND 1 7,738 0 0
SOUTH ST CORP COM 840441109 35,145 402,122 SH   DFND 1 402,122 0 0
SUNTRUST BANKS INC COM 867914103 733 13,362 SH   DFND 1 13,362 0 0
SYNOVUS FINANCIAL CORP COM 87161C501 24,756 602,640 SH   DFND 1 602,640 0 0
TARENA INTL INC ADR ADR 876108101 2,796 186,549 SH   DFND 1 186,549 0 0
TELEFLEX INC COM 879369106 21,709 134,716 SH   DFND 1 134,716 0 0
TENNANT CO COM 880345103 18,979 266,557 SH   DFND 1 266,557 0 0
TERNIUM SA SPON ADR ADR 880890108 1,637 67,797 SH   DFND 1 67,797 0 0
TYSON FOODS INC COM 902494103 445 7,219 SH   DFND 1 7,219 0 0
U S CONCRETE INC COM 90333L201 35,187 537,618 SH   DFND 1 537,618 0 0
ULTA SALON COSMETICS & FRAG INC COM 90384S303 215 842 SH   DFND 1 842 0 0
UNIVERSAL FST PRODS INC COM 913543104 26,738 261,677 SH   DFND 1 261,677 0 0
VALMONT INDS INC COM 920253101 351 2,489 SH   DFND 1 2,489 0 0
VCA INC COM 918194101 25,224 367,431 SH   DFND 1 367,431 0 0
VISA INC COM 92826C839 324 4,152 SH   DFND 1 4,152 0 0
WASTE MANAGEMENT INC COM 94106L109 674 9,503 SH   DFND 1 9,503 0 0
WEBMD HEALTH CORP COM 94770V102 15,204 306,723 SH   DFND 1 306,723 0 0
WEBSTER FINANCIAL CORP COM 947890109 47,784 880,328 SH   DFND 1 880,328 0 0
WEST PHARMACEUTICAL SERVICES INC COM 955306105 28,680 338,083 SH   DFND 1 338,083 0 0
WORTHINGTON INDUSTRIES INC COM 981811102 21,598 455,268 SH   DFND 1 455,268 0 0
ZOETIS INC COM 98978V103 339 6,342 SH   DFND 1 6,342 0 0