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
AK STL HOLDING CORP COM 001547108 35,518 5,261,866 SH   DFND 1 5,261,866 0 0
ALBEMARLE CORP COM 012653101 25 240 SH   DFND 1 240 0 0
ALPHABET INC COM 02079K107 5,665 6,172 SH   DFND 1 6,172 0 0
AMAZON COM INC COM 023135106 69 71 SH   DFND 1 71 0 0
AMEDISYS INC COM 023436108 31,224 499,662 SH   DFND 1 499,662 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 29,423 757,354 SH   DFND 1 757,354 0 0
ANALOG DEVICES INC COM 032654105 4,784 61,540 SH   DFND 1 61,540 0 0
APOGEE ENTERPRISES INC COM 037598109 36,346 648,685 SH   DFND 1 648,685 0 0
ARGAN INC COM 04010E109 18,780 310,929 SH   DFND 1 310,929 0 0
ASTEC INDS INC COM 046224101 19,646 357,324 SH   DFND 1 357,324 0 0
BAKER HUGHES COM 05722G100 3,622 67,680 SH   DFND 1 67,680 0 0
BRUNSWICK CORP COM 117043109 32,167 513,608 SH   DFND 1 513,608 0 0
CALLON PETE CO DEL COM 13123X102 18,540 1,775,902 SH   DFND 1 1,775,902 0 0
CHARLES RIVER LABS INTERNATIONAL INC COM 159864107 30,886 304,173 SH   DFND 1 304,173 0 0
CHILDRENS PLACE INC COM 168905107 22,951 224,464 SH   DFND 1 224,464 0 0
CHINA BIOLOGIC PRODUCTS INC COM 16938C106 3,893 34,880 SH   DFND 1 34,880 0 0
CHINA LODGING GROUP LTD ADR 16949N109 5,289 65,838 SH   DFND 1 65,838 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 42 1,165 SH   DFND 1 1,165 0 0
COLUMBIA BANKING SYSTEMS INC COM 197236102 45,667 1,133,736 SH   DFND 1 1,133,736 0 0
COMFORT SYSTEMS USA INC COM 199908104 21,648 587,469 SH   DFND 1 587,469 0 0
CONCHO RES INC COM 20605P101 36 300 SH   DFND 1 300 0 0
CORELOGIC INC COM 21871D103 26,283 606,988 SH   DFND 1 606,988 0 0
CORESITE REALTY CORP COM 21870Q105 4,158 40,393 SH   DFND 1 40,393 0 0
DAVE & BUSTERS ENTERTAINMENT INC COM 238337109 29,976 450,634 SH   DFND 1 450,634 0 0
DELUXE CORP COM 248019101 24,385 354,324 SH   DFND 1 354,324 0 0
DIAMONDBACK ENERGY INC COM 25278X109 35 396 SH   DFND 1 396 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 36 401 SH   DFND 1 401 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 18,159 297,300 SH   DFND 1 297,300 0 0
ELECTRONIC ARTS INC COM 285512109 9,023 84,583 SH   DFND 1 84,583 0 0
ENERSYS INC COM 29275Y102 34,543 477,045 SH   DFND 1 477,045 0 0
FACEBOOK INC COM 30303M102 5,661 37,477 SH   DFND 1 37,477 0 0
FERRO CORP COM 315405100 27,483 1,529,362 SH   DFND 1 1,529,362 0 0
FISERV INC COM 337738108 4,121 33,883 SH   DFND 1 33,883 0 0
GENERAC HOLDINGS INC COM 368736104 20,097 555,942 SH   DFND 1 555,942 0 0
GLOBAL PAYMENTS INC COM 37940X102 48 526 SH   DFND 1 526 0 0
GMS INC COM 36251C103 19,052 674,890 SH   DFND 1 674,890 0 0
GREEN DOT CORP COM 39304D102 46,255 1,205,493 SH   DFND 1 1,205,493 0 0
HALYARD HEALTH INC COM 40650V100 26,830 677,008 SH   DFND 1 677,008 0 0
HILL ROM HOLDINGS INC COM 431475102 52,397 663,508 SH   DFND 1 663,508 0 0
INGEVITY CORP COM COM 45688C107 18,977 337,555 SH   DFND 1 337,555 0 0
INSPERITY INC COM COM 45778Q107 35,285 493,502 SH   DFND 1 493,502 0 0
INTEGRATED DEVICE TECHNOLOGY INC COM 458118106 16,621 640,239 SH   DFND 1 640,239 0 0
ISHARES EM MKT SMALL-CAP ETF COM 464286475 2,290 49,396 SH   DFND 1 49,396 0 0
ISHARES INC MSCI TAIWAN ETF COM 46434G772 436 14,185 SH   DFND 1 14,185 0 0
ISHARES TR EAFE SMALL CAP ETF COM 464288273 3,173 55,145 SH   DFND 1 55,145 0 0
ISHARES TR MSCI ACWI ETF COM 464288257 3 44 SH   DFND 1 44 0 0
JPMORGAN CHASE & CO COM 46625H100 55 602 SH   DFND 1 602 0 0
KULICKE & SOFFA INDUSTRIES INC COM 501242101 32,067 1,673,631 SH   DFND 1 1,673,631 0 0
L3 TECHNOLOGIES INC COM 502413107 29 174 SH   DFND 1 174 0 0
LEAR CORP COM 521865204 5,489 39,330 SH   DFND 1 39,330 0 0
LENNOX INTERNATIONAL INC COM 526107107 58 315 SH   DFND 1 315 0 0
LUMENTUM HOLDINGS INC COM 55024U109 42,568 742,891 SH   DFND 1 742,891 0 0
MEREDITH CORP COM 589433101 40,404 683,073 SH   DFND 1 683,073 0 0
MSCI INC COM 55354G100 26 250 SH   DFND 1 250 0 0
MSG NETWORK INC COM 553573106 21,694 962,019 SH   DFND 1 962,019 0 0
NCI BUILDING SYSTEMS INC COM 628852204 26,292 1,593,446 SH   DFND 1 1,593,446 0 0
NUTRI SYSTEMS INC COM 67069D108 36,035 687,683 SH   DFND 1 687,683 0 0
NUVASIVE INC COM 670704105 24,553 317,307 SH   DFND 1 317,307 0 0
ON ASSIGNMENT INC COM 682159108 37,969 700,915 SH   DFND 1 700,915 0 0
OUTFRONT MEDIA INC COM 69007J106 22,998 998,600 SH   DFND 1 998,600 0 0
PARKER HANNIFIN CORP COM 701094104 6,187 39,393 SH   DFND 1 39,393 0 0
PFIZER INC COM 717081103 4,165 123,861 SH   DFND 1 123,861 0 0
PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 24,457 388,517 SH   DFND 1 388,517 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 4,957 45,739 SH   DFND 1 45,739 0 0
QUANTA SERVICES INC COM 74762E102 26,607 834,594 SH   DFND 1 834,594 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 34 384 SH   DFND 1 384 0 0
RAYTHEON CO COM 755111507 36 224 SH   DFND 1 224 0 0
RE MAX HOLDINGS INC COM 75524W108 18,881 326,941 SH   DFND 1 326,941 0 0
REGIONS FINANCIAL CORP COM 7591EP100 4,887 333,354 SH   DFND 1 333,354 0 0
ROSS STORES INC COM 778296103 24 421 SH   DFND 1 421 0 0
RPC INC COM 749660106 33,175 1,644,775 SH   DFND 1 1,644,775 0 0
RYMAN HOSPITALITY PROPERTIES INC COM 78377T107 39,447 607,340 SH   DFND 1 607,340 0 0
SELECTIVE INSURANCE GROUP INC COM 816300107 29,266 576,662 SH   DFND 1 576,662 0 0
SILICON LABORATORIES INC COM 826919102 25,095 367,698 SH   DFND 1 367,698 0 0
SMITH A O COM 831865209 30 540 SH   DFND 1 540 0 0
SNAP ON INC COM 833034101 26 169 SH   DFND 1 169 0 0
SOUTH ST CORP COM 840441109 34,090 394,560 SH   DFND 1 394,560 0 0
STAMPS COM INC COM 852857200 19,816 129,770 SH   DFND 1 129,770 0 0
SUNTRUST BANKS INC COM 867914103 4,636 81,588 SH   DFND 1 81,588 0 0
SYNOVUS FINANCIAL CORP COM 87161C501 26,270 591,541 SH   DFND 1 591,541 0 0
TARENA INTERNATIONAL INC COM 876108101 4,895 272,095 SH   DFND 1 272,095 0 0
TERNIUM SA ADR 880890108 4,533 168,516 SH   DFND 1 168,516 0 0
TYSON FOODS INC COM 902494103 6,351 103,158 SH   DFND 1 103,158 0 0
U S CONCRETE INC COM 90333L201 41,358 527,527 SH   DFND 1 527,527 0 0
ULTA BEAUTY INC COM 90384S303 28 99 SH   DFND 1 99 0 0
VIDEOCON D2H LTD COM 92657J101 2,787 287,583 SH   DFND 1 287,583 0 0
VISA INC COM COM 92826C839 30 322 SH   DFND 1 322 0 0
WASTE MANAGEMENT INC COM 94106L109 4,743 64,960 SH   DFND 1 64,960 0 0
WATERS CORP COM 941848103 4,164 22,776 SH   DFND 1 22,776 0 0
WEBMD HEALTH CORP COM 94770V102 22,611 386,845 SH   DFND 1 386,845 0 0
WEBSTER FINANCIAL CORP COM 947890109 45,198 863,044 SH   DFND 1 863,044 0 0
WILLIAMS COS INC COM 969457100 28 937 SH   DFND 1 937 0 0
WORTHINGTON INDUSTRIES INC COM 981811102 21,346 446,952 SH   DFND 1 446,952 0 0
ZOETIS INC COM 98978V103 4,363 69,805 SH   DFND 1 69,805 0 0