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
A10 Networks, Inc. COM 002121101 668 73,000 SH   SOLE   73,000 0 0
A10 Networks, Inc. COM 002121101 849 92,800 SH   DFND 1 0 92,800 0
Abbott Laboratories COM 002824100 231 5,200 SH   SOLE   5,200 0 0
Adirondack Trust co Saratoga S COM 007014103 440 280 SH   SOLE   280 0 0
Air Methods Corp New COM 009128307 1,256 29,200 SH   SOLE   29,200 0 0
Air Methods Corp New COM 009128307 275 6,400 SH   DFND 1 0 6,400 0
Air Transport Services Group COM 00922r105 1,444 90,000 SH   DFND 1 0 90,000 0
Albany International Corp. 'A' COM 012348108 460 10,000 SH   SOLE   10,000 0 0
Alleghany Corporation COM 017175100 1,398 2,275 SH   SOLE   2,275 0 0
Alleghany Corporation COM 017175100 184 300 SH   DFND 1 0 300 0
Allegheny Technologies Inc COM 01741R102 580 32,300 SH   SOLE   32,300 0 0
Allegheny Technologies Inc COM 01741R102 122 6,800 SH   DFND 1 0 6,800 0
Allscripts Healthcare Solution COM 01988P108 23,203 1,829,900 SH   SOLE   1,829,900 0 0
Allscripts Healthcare Solution COM 01988P108 1,797 141,700 SH   DFND 1 0 141,700 0
Amer Eagle Outfitters COM 02553e106 1,578 112,500 SH   SOLE   112,500 0 0
Amer Eagle Outfitters COM 02553e106 1,634 116,500 SH   DFND 1 0 116,500 0
American Airlines Group Inc. COM 02376r102 423 10,000 SH   SOLE   10,000 0 0
American Financial Group COM 025932104 1,772 18,575 SH   SOLE   18,575 0 0
American Financial Group COM 025932104 272 2,850 SH   DFND 1 0 2,850 0
American Woodmark Corporation COM 030506109 18,553 202,100 SH   SOLE   202,100 0 0
Aptargroup, Inc. COM 038336103 1,087 14,125 SH   SOLE   14,125 0 0
Aptargroup, Inc. COM 038336103 239 3,100 SH   DFND 1 0 3,100 0
Ardmore Shipping Corp COM y0207t100 1,023 127,100 SH   DFND 1 0 127,100 0
Arris Intl PLc COM G0551a103 1,164 44,000 SH   SOLE   44,000 0 0
Arris Intl PLc COM G0551a103 733 27,700 SH   DFND 1 0 27,700 0
Aspen Insurance Holdings Ltd COM g05384105 1,502 28,850 SH   SOLE   28,850 0 0
Aspen Insurance Holdings Ltd COM g05384105 226 4,350 SH   DFND 1 0 4,350 0
Atricure Inc COM 04963c209 574 30,000 SH   SOLE   30,000 0 0
Atricure Inc COM 04963c209 209 10,925 SH   DFND 1 0 10,925 0
Avid Technology, Inc. COM 05367p100 908 194,800 SH   SOLE   194,800 0 0
Banner Corp New COM 06652v208 1,669 30,000 SH   DFND 1 0 30,000 0
Barnes & Noble, Inc. COM 067774109 185 20,000 SH   SOLE   20,000 0 0
Barnes & Noble, Inc. COM 067774109 113 12,200 SH   DFND 1 0 12,200 0
Baxter International COM 071813109 545 10,500 SH   SOLE   10,500 0 0
Berkshire Hills Bancorp, Inc. COM 084680107 714 19,800 SH   SOLE   19,800 0 0
Berkshire Hills Bancorp, Inc. COM 084680107 144 4,000 SH   DFND 1 0 4,000 0
Best Buy Co COM 086516101 2,730 55,550 SH   SOLE   55,550 0 0
Best Buy Co COM 086516101 595 12,100 SH   DFND 1 0 12,100 0
Blackstone Mortgage TR Inc Cl COM 09257w100 1,796 58,000 SH   DFND 1 0 58,000 0
BMC Stock Holdings COM 05591b109 4,208 186,200 SH   SOLE   186,200 0 0
BMC Stock Holdings COM 05591b109 1,087 48,100 SH   DFND 1 0 48,100 0
Boise Cascade Company COM 09739d100 723 27,075 SH   SOLE   27,075 0 0
Boise Cascade Company COM 09739d100 224 8,400 SH   DFND 1 0 8,400 0
Broadcom Ltd COM y09827109 36,282 165,700 SH   SOLE   165,700 0 0
Brocade Communications COM 111621306 761 61,000 SH   SOLE   61,000 0 0
Brooks Automation Inc. COM 114340102 99 4,400 SH   SOLE   4,400 0 0
Brooks Automation Inc. COM 114340102 2,167 96,725 SH   DFND 1 0 96,725 0
Caleres Inc COM 129500104 22,217 840,900 SH   SOLE   840,900 0 0
Caleres Inc COM 129500104 1,268 48,000 SH   DFND 1 0 48,000 0
Capitol Federal Financial Inc COM 14057J101 563 38,500 SH   SOLE   38,500 0 0
Capitol Federal Financial Inc COM 14057J101 114 7,800 SH   DFND 1 0 7,800 0
Carpenter Technology Corp COM 144285103 366 9,800 SH   SOLE   9,800 0 0
Carpenter Technology Corp COM 144285103 78 2,100 SH   DFND 1 0 2,100 0
Cavium Inc. COM 14964u108 24 340 SH   SOLE   340 0 0
Cavium Inc. COM 14964u108 250 3,488 SH   DFND 1 0 3,488 0
CDW Corporation COM 12514g108 289 5,000 SH   SOLE   5,000 0 0
Ceragon Networks Ltd COM m22013102 114 35,000 SH   SOLE   35,000 0 0
Ciena Corp COM 171779309 1,204 51,000 SH   SOLE   51,000 0 0
Ciena Corp COM 171779309 227 9,600 SH   DFND 1 0 9,600 0
Citi Trends, Inc. COM 17306X102 22,955 1,350,300 SH   SOLE   1,350,300 0 0
Citi Trends, Inc. COM 17306X102 1,982 116,600 SH   DFND 1 0 116,600 0
Colgate-Palmolive COM 194162103 6,324 86,400 SH   SOLE   86,400 0 0
Comcast Corporation Cl A COM 20030n101 511 13,600 SH   SOLE   13,600 0 0
Comtech Communications COM 205826209 2,547 172,800 SH   SOLE   172,800 0 0
Comtech Communications COM 205826209 884 60,000 SH   DFND 1 0 60,000 0
Convergys Corporation COM 212485106 1,945 91,980 SH   SOLE   91,980 0 0
Convergys Corporation COM 212485106 1,770 83,700 SH   DFND 1 0 83,700 0
Cray Computer COM 225223304 21,718 991,700 SH   SOLE   991,700 0 0
Cray Computer COM 225223304 438 20,000 SH   DFND 1 0 20,000 0
Cutera, Inc. COM 232109108 2,658 128,400 SH   SOLE   128,400 0 0
DSW, Inc. COM 23334L102 207 10,000 SH   SOLE   10,000 0 0
DSW, Inc. COM 23334L102 45 2,200 SH   DFND 1 0 2,200 0
Ducommun Inc COM 264147109 11,850 411,600 SH   SOLE   411,600 0 0
Ducommun Inc COM 264147109 1,152 40,000 SH   DFND 1 0 40,000 0
Edwards Lifesciences Corporati COM 28176E108 743 7,900 SH   SOLE   7,900 0 0
EMCOR Group, Inc. COM 29084Q100 1,769 28,100 SH   SOLE   28,100 0 0
EMCOR Group, Inc. COM 29084Q100 2,211 35,125 SH   DFND 1 0 35,125 0
Emcore Corporation COM 290846203 16,992 1,888,000 SH   SOLE   1,888,000 0 0
Emcore Corporation COM 290846203 2,013 223,700 SH   DFND 1 0 223,700 0
Endologix Inc. COM 29266s106 188 26,000 SH   SOLE   26,000 0 0
EnerSys COM 29275y102 27,661 350,400 SH   SOLE   350,400 0 0
EnerSys COM 29275y102 182 2,300 SH   DFND 1 0 2,300 0
Ensign Group, Inc. COM 29358p101 19 1,000 SH   SOLE   1,000 0 0
Ensign Group, Inc. COM 29358p101 404 21,500 SH   DFND 1 0 21,500 0
Entegris Inc COM 29362u104 11,546 493,400 SH   SOLE   493,400 0 0
Entegris Inc COM 29362u104 225 9,600 SH   DFND 1 0 9,600 0
Exactech Inc. COM 30064e109 630 25,000 SH   SOLE   25,000 0 0
Express Inc. COM 30219e103 772 84,700 SH   SOLE   84,700 0 0
Express Inc. COM 30219e103 1,044 114,575 SH   DFND 1 0 114,575 0
Extreme Networks COM 30226d106 45,621 6,074,700 SH   SOLE   6,074,700 0 0
Extreme Networks COM 30226d106 4,130 550,000 SH   DFND 1 0 550,000 0
Fabrinet COM g3323l100 26,046 619,700 SH   SOLE   619,700 0 0
Fabrinet COM g3323l100 231 5,500 SH   DFND 1 0 5,500 0
Federal Signal Corp COM 313855108 7,282 527,300 SH   SOLE   527,300 0 0
Fidelity National Financial COM 31620r303 1,106 28,393 SH   SOLE   28,393 0 0
Fidelity National Financial COM 31620r303 230 5,900 SH   DFND 1 0 5,900 0
Fidelity National Financial In COM 31620r402 424 32,000 SH   SOLE   32,000 0 0
Fidelity National Financial In COM 31620r402 89 6,700 SH   DFND 1 0 6,700 0
Finisar Corp COM 31787a507 21,807 797,625 SH   SOLE   797,625 0 0
Finisar Corp COM 31787a507 2,242 82,000 SH   DFND 1 0 82,000 0
Finish Line, Inc. COM 317923100 384 27,000 SH   SOLE   27,000 0 0
First Merchants Corporation COM 320817109 1,718 43,700 SH   DFND 1 0 43,700 0
Foot Locker, Inc. COM 344849104 3,090 41,300 SH   SOLE   41,300 0 0
Foot Locker, Inc. COM 344849104 2,723 36,400 SH   DFND 1 0 36,400 0
Francesca's Holdings Corp. COM 351793104 9,996 651,200 SH   SOLE   651,200 0 0
Francesca's Holdings Corp. COM 351793104 921 60,000 SH   DFND 1 0 60,000 0
Garmin LTD COM h2906t109 1,472 28,800 SH   SOLE   28,800 0 0
Garmin LTD COM h2906t109 307 6,000 SH   DFND 1 0 6,000 0
GATX Corp COM 361448103 1,145 18,775 SH   SOLE   18,775 0 0
GATX Corp COM 361448103 1,426 23,400 SH   DFND 1 0 23,400 0
General Electric COM 369604103 250 8,400 SH   SOLE   8,400 0 0
Gentherm Inc COM 37253a103 589 15,000 SH   SOLE   15,000 0 0
Globus Medical Inc Cl A new COM 379577208 22,722 767,100 SH   SOLE   767,100 0 0
Globus Medical Inc Cl A new COM 379577208 794 26,800 SH   DFND 1 0 26,800 0
Gramercy PPTY TR COM 385002100 981 37,309 SH   DFND 1 0 37,309 0
Granite Construction Inc. COM 387328107 1,255 25,000 SH   DFND 1 0 25,000 0
Halozyme Therapeutics, Inc. COM 40637H109 130 10,000 SH   SOLE   10,000 0 0
Harmonic Inc COM 413160102 274 46,000 SH   SOLE   46,000 0 0
Haverty Furniture Companies In COM 419596101 2,966 121,800 SH   SOLE   121,800 0 0
Hillenbrand Inc COM 431571108 1,477 41,200 SH   SOLE   41,200 0 0
Hillenbrand Inc COM 431571108 509 14,200 SH   DFND 1 0 14,200 0
Huttig Building COM 448451104 14,703 1,806,300 SH   SOLE   1,806,300 0 0
Huttig Building COM 448451104 1,302 160,000 SH   DFND 1 0 160,000 0
IAC/Interactive Corp COM 44919p508 2,573 34,900 SH   SOLE   34,900 0 0
IAC/Interactive Corp COM 44919p508 2,514 34,100 SH   DFND 1 0 34,100 0
Ichor Holdings COM g4740b105 666 33,600 SH   SOLE   33,600 0 0
Innospec Inc COM 45768s105 573 8,850 SH   SOLE   8,850 0 0
Innospec Inc COM 45768s105 37 575 SH   DFND 1 0 575 0
Insight Enterprises COM 45765U103 12,422 302,300 SH   SOLE   302,300 0 0
Insteel Industries Inc COM 45774w108 4,294 118,816 SH   SOLE   118,816 0 0
Insteel Industries Inc COM 45774w108 889 24,600 SH   DFND 1 0 24,600 0
Intuitive Surgical Inc New COM 46120e602 766 1,000 SH   SOLE   1,000 0 0
J2 Global Inc COM 48123v102 2,761 32,900 SH   SOLE   32,900 0 0
J2 Global Inc COM 48123v102 2,626 31,300 SH   DFND 1 0 31,300 0
Jabil Circuit COM 466313103 20,438 706,700 SH   SOLE   706,700 0 0
Jabil Circuit COM 466313103 865 29,900 SH   DFND 1 0 29,900 0
Johnson & Johnson COM 478160104 9,192 73,800 SH   SOLE   73,800 0 0
K2M Group Holdings, Inc COM 48273j107 226 11,000 SH   SOLE   11,000 0 0
Kadant Inc. COM 48282T104 890 15,000 SH   SOLE   15,000 0 0
Kadant Inc. COM 48282T104 789 13,300 SH   DFND 1 0 13,300 0
Kapstone Paper COM 48562p103 37,733 1,633,450 SH   SOLE   1,633,450 0 0
Kapstone Paper COM 48562p103 462 20,000 SH   DFND 1 0 20,000 0
Kelly Services Inc Class A COM 488152208 1,305 59,700 SH   SOLE   59,700 0 0
Kelly Services Inc Class A COM 488152208 440 20,125 SH   DFND 1 0 20,125 0
Kforce, Inc. COM 493732101 1,567 66,000 SH   SOLE   66,000 0 0
Kforce, Inc. COM 493732101 1,801 75,850 SH   DFND 1 0 75,850 0
Kirkland's Inc. COM 497498105 5,764 464,800 SH   SOLE   464,800 0 0
Kirkland's Inc. COM 497498105 744 60,000 SH   DFND 1 0 60,000 0
Kratos Defense & Security Solu COM 50077b207 11,280 1,449,900 SH   SOLE   1,449,900 0 0
Kulicke & Soffa Industries Inc COM 501242101 1,355 66,675 SH   SOLE   66,675 0 0
Kulicke & Soffa Industries Inc COM 501242101 1,487 73,200 SH   DFND 1 0 73,200 0
La Z Boy Inc COM 505336107 7,447 275,800 SH   SOLE   275,800 0 0
La Z Boy Inc COM 505336107 108 4,000 SH   DFND 1 0 4,000 0
Lattice Semiconductor Corporat COM 518415104 5,694 822,900 SH   SOLE   822,900 0 0
Lattice Semiconductor Corporat COM 518415104 846 122,200 SH   DFND 1 0 122,200 0
Legacy Texas Finl Group Inc. COM 52471y106 63 1,575 SH   SOLE   1,575 0 0
Legacy Texas Finl Group Inc. COM 52471y106 1,608 40,300 SH   DFND 1 0 40,300 0
LMI Aerospace COM 502079106 10,790 783,000 SH   SOLE   783,000 0 0
LMI Aerospace COM 502079106 1,929 140,000 SH   DFND 1 0 140,000 0
Lumos Networks Corp COM 550283105 265 15,000 SH   SOLE   15,000 0 0
Magellan Health Services, Inc. COM 559079207 2,855 41,340 SH   SOLE   41,340 0 0
Magellan Health Services, Inc. COM 559079207 2,475 35,850 SH   DFND 1 0 35,850 0
Mallinckrodt Public Ltd COM g5785g107 820 18,400 SH   SOLE   18,400 0 0
Mallinckrodt Public Ltd COM g5785g107 89 2,000 SH   DFND 1 0 2,000 0
Marvell Technology Group Ltd COM g5876h105 1,294 84,800 SH   SOLE   84,800 0 0
Marvell Technology Group Ltd COM g5876h105 270 17,725 SH   DFND 1 0 17,725 0
Masimo Corp COM 574795100 5,762 61,785 SH   SOLE   61,785 0 0
Masimo Corp COM 574795100 1,240 13,300 SH   DFND 1 0 13,300 0
Matrix Service Co. COM 576853105 2,015 122,150 SH   SOLE   122,150 0 0
Matrix Service Co. COM 576853105 1,884 114,200 SH   DFND 1 0 114,200 0
MaxLinear, Inc COM 57776j100 25,931 924,460 SH   SOLE   924,460 0 0
MaxLinear, Inc COM 57776j100 1,122 40,000 SH   DFND 1 0 40,000 0
Mednax Inc COM 58502b106 3,103 44,725 SH   SOLE   44,725 0 0
Mednax Inc COM 58502b106 2,647 38,150 SH   DFND 1 0 38,150 0
Merck & Co COM 58933y105 1,144 18,000 SH   SOLE   18,000 0 0
Meritor Inc COM 59001k100 2,086 121,800 SH   SOLE   121,800 0 0
Meritor Inc COM 59001k100 502 29,277 SH   DFND 1 0 29,277 0
Microsemi Corp COM 595137100 3,921 76,100 SH   SOLE   76,100 0 0
Microsemi Corp COM 595137100 2,803 54,400 SH   DFND 1 0 54,400 0
Mid America Apartment Communit COM 59522j103 2,616 25,715 SH   SOLE   25,715 0 0
Mid America Apartment Communit COM 59522j103 2,399 23,575 SH   DFND 1 0 23,575 0
MiMedx COM 602496101 13,018 1,366,000 SH   SOLE   1,366,000 0 0
MiMedx COM 602496101 2,764 290,000 SH   DFND 1 0 290,000 0
Mitel Networks Corp COM 60671q104 11,031 1,591,800 SH   SOLE   1,591,800 0 0
Mitel Networks Corp COM 60671q104 3,326 480,000 SH   DFND 1 0 480,000 0
MYR Group Inc. COM 55405w104 328 8,000 SH   SOLE   8,000 0 0
National Bank Hldgs Corp Cl A COM 633707104 697 21,436 SH   DFND 1 0 21,436 0
Nature's Sunshine Products, In COM 639027101 12,915 1,291,546 SH   SOLE   1,291,546 0 0
Nature's Sunshine Products, In COM 639027101 852 85,181 SH   DFND 1 0 85,181 0
Neff Corp. COM 640094207 3,256 167,400 SH   SOLE   167,400 0 0
Neophotonics Corporation COM 64051t100 2,204 244,600 SH   SOLE   244,600 0 0
Neophotonics Corporation COM 64051t100 901 100,000 SH   DFND 1 0 100,000 0
New York & Company, Inc. COM 649295102 10,503 5,386,086 SH   SOLE   5,386,086 0 0
New York & Company, Inc. COM 649295102 856 439,100 SH   DFND 1 0 439,100 0
Nu Skin Enterprises, Inc. COM 67018T105 278 5,000 SH   SOLE   5,000 0 0
Nuvasive Inc COM 670704105 1,494 20,000 SH   SOLE   20,000 0 0
Nuvasive Inc COM 670704105 269 3,600 SH   DFND 1 0 3,600 0
Oclaro Inc. COM 67555n206 17,061 1,737,400 SH   SOLE   1,737,400 0 0
Oclaro Inc. COM 67555n206 2,907 296,000 SH   DFND 1 0 296,000 0
Olin Corp COM 680665205 791 24,050 SH   SOLE   24,050 0 0
Olin Corp COM 680665205 53 1,625 SH   DFND 1 0 1,625 0
Omnicell Inc COM 68213n109 17,073 420,000 SH   SOLE   420,000 0 0
Omnicell Inc COM 68213n109 1,545 38,000 SH   DFND 1 0 38,000 0
Ooma Inc. COM 683416101 199 20,000 SH   SOLE   20,000 0 0
Park Ohio Holdings Corp. COM 700666100 257 7,150 SH   SOLE   7,150 0 0
PC Connection Inc COM 69318j100 7,257 243,600 SH   SOLE   243,600 0 0
PCM Inc COM 69323k100 4,095 146,000 SH   SOLE   146,000 0 0
PepsiCo Inc COM 713448108 8,155 72,900 SH   SOLE   72,900 0 0
PerkinElmer, Inc. COM 714046109 2,720 46,850 SH   SOLE   46,850 0 0
PerkinElmer, Inc. COM 714046109 2,441 42,050 SH   DFND 1 0 42,050 0
Petroquest Energy Inc COM 716748108 13 4,700 SH   SOLE   4,700 0 0
Petroquest Energy Inc COM 716748108 78 28,400 SH   DFND 1 0 28,400 0
Ply Gem Hldgs Inc. COM 72941w100 15,768 800,400 SH   SOLE   800,400 0 0
Procter & Gamble COM 742718109 323 3,600 SH   SOLE   3,600 0 0
Progress Software Corp COM 743312100 1,178 40,550 SH   SOLE   40,550 0 0
Progress Software Corp COM 743312100 271 9,325 SH   DFND 1 0 9,325 0
PTC Inc COM 69370c100 2,102 40,000 SH   SOLE   40,000 0 0
Qorvo Inc. COM 74736k101 3,721 54,280 SH   SOLE   54,280 0 0
Qorvo Inc. COM 74736k101 2,866 41,800 SH   DFND 1 0 41,800 0
Quality Systems Inc COM 747582104 16,188 1,062,193 SH   SOLE   1,062,193 0 0
Quality Systems Inc COM 747582104 2,012 132,000 SH   DFND 1 0 132,000 0
R1 RCM, Inc COM 749397105 16,560 5,359,347 SH   SOLE   5,359,347 0 0
R1 RCM, Inc COM 749397105 2,472 800,000 SH   DFND 1 0 800,000 0
Radian Group Inc COM 750236101 1,078 60,000 SH   SOLE   60,000 0 0
Radian Group Inc COM 750236101 147 8,200 SH   DFND 1 0 8,200 0
Radisys Corp COM 750459109 8,253 2,063,313 SH   SOLE   2,063,313 0 0
Radisys Corp COM 750459109 1,200 300,000 SH   DFND 1 0 300,000 0
Regal Entertainment Group COM 758766109 1,907 84,475 SH   SOLE   84,475 0 0
Regal Entertainment Group COM 758766109 2,117 93,775 SH   DFND 1 0 93,775 0
Renasant Corporation COM 75970e107 1,349 34,000 SH   DFND 1 0 34,000 0
Rightside Group Ltd. COM 76658b100 11 1,100 SH   SOLE   1,100 0 0
Rightside Group Ltd. COM 76658b100 332 33,500 SH   DFND 1 0 33,500 0
RTI Surgical Inc COM 74975n105 21,173 5,293,270 SH   SOLE   5,293,270 0 0
RTI Surgical Inc COM 74975n105 2,160 540,000 SH   DFND 1 0 540,000 0
Rudolph Technologies Inc. COM 781270103 7,166 319,900 SH   SOLE   319,900 0 0
Salem Communications Cl A COM 794093104 74 10,000 SH   SOLE   10,000 0 0
Sensient Technologies Corp COM 81725T100 1,621 20,450 SH   SOLE   20,450 0 0
Sensient Technologies Corp COM 81725T100 2,104 26,550 SH   DFND 1 0 26,550 0
Shire PLC SPON ADR COM 82481r106 679 3,900 SH   SOLE   3,900 0 0
ShorTel Inc. COM 825211105 3,851 626,200 SH   SOLE   626,200 0 0
ShorTel Inc. COM 825211105 710 115,400 SH   DFND 1 0 115,400 0
Skyworks Solutions, Inc. COM 83088M102 26,241 267,825 SH   SOLE   267,825 0 0
Skyworks Solutions, Inc. COM 83088M102 931 9,500 SH   DFND 1 0 9,500 0
Sonus Networks Inc COM 835916503 158 24,000 SH   SOLE   24,000 0 0
Stein Mart Inc COM 858375108 375 124,500 SH   SOLE   124,500 0 0
Summer Infant Inc COM 865646103 3,100 1,631,400 SH   SOLE   1,631,400 0 0
Symantec Corp. COM 871503108 3,252 106,000 SH   SOLE   106,000 0 0
SYNNEX Corporation COM 87162W100 5,765 51,500 SH   SOLE   51,500 0 0
SYNNEX Corporation COM 87162W100 213 1,900 SH   DFND 1 0 1,900 0
Tailored Brands Inc. COM 87403a107 651 43,575 SH   SOLE   43,575 0 0
Tailored Brands Inc. COM 87403a107 706 47,250 SH   DFND 1 0 47,250 0
Teradyne Inc COM 880770102 3,122 100,400 SH   SOLE   100,400 0 0
Teradyne Inc COM 880770102 801 25,750 SH   DFND 1 0 25,750 0
Tillys Inc COM 886885102 4,419 489,965 SH   SOLE   489,965 0 0
Tillys Inc COM 886885102 1,443 160,000 SH   DFND 1 0 160,000 0
Tivo Corp COM 88870P106 3,421 182,450 SH   SOLE   182,450 0 0
Tivo Corp COM 88870P106 1,536 81,900 SH   DFND 1 0 81,900 0
Tower International Inc. COM 891826109 1,656 61,100 SH   DFND 1 0 61,100 0
Triumph Group COM 896818101 909 35,300 SH   SOLE   35,300 0 0
Triumph Group COM 896818101 201 7,800 SH   DFND 1 0 7,800 0
TTM Technologies, Inc. COM 87305R109 28,307 1,754,929 SH   SOLE   1,754,929 0 0
TTM Technologies, Inc. COM 87305R109 1,371 85,000 SH   DFND 1 0 85,000 0
Ultra Clean Holdings Inc COM 90385v107 4,206 249,300 SH   SOLE   249,300 0 0
Vince Holdings Corp COM 92719w108 2,443 1,576,300 SH   SOLE   1,576,300 0 0
Vince Holdings Corp COM 92719w108 542 350,000 SH   DFND 1 0 350,000 0
Visteon Corp COM 92839u206 784 8,000 SH   SOLE   8,000 0 0
Visteon Corp COM 92839u206 147 1,500 SH   DFND 1 0 1,500 0
Vocera Communications Inc COM 92857f107 8,291 333,900 SH   SOLE   333,900 0 0
Vocera Communications Inc COM 92857f107 1,986 80,000 SH   DFND 1 0 80,000 0
West Marine, Inc. COM 954235107 191 20,000 SH   SOLE   20,000 0 0
Westlake Chemical Corp COM 960413102 1,225 18,550 SH   SOLE   18,550 0 0
Westlake Chemical Corp COM 960413102 254 3,850 SH   DFND 1 0 3,850 0
Xcerra Corp COM 98400j108 12,077 1,358,500 SH   SOLE   1,358,500 0 0
Xcerra Corp COM 98400j108 1,179 132,600 SH   DFND 1 0 132,600 0