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
AZZ INC COM 002474104 12,184 218,345 SH   DFND   1,225 190,299 26,821
AMETEK INC NEW COM 031100100 13,356 220,498 SH   DFND   21,846 198,652 0
AMPHENOL CORP NEW CL A 032095101 19,353 262,161 SH   DFND   27,838 234,323 0
ANALOG DEVICES INC COM 032654105 1,982 25,476 SH   DFND   4,089 21,387 0
ANALOGIC CORP COM PAR $0.05 032657207 18,103 249,180 SH   DFND   1,347 217,727 30,106
AUTOZONE INC COM 053332102 1,795 3,147 SH   DFND   506 2,641 0
BWX TECHNOLOGIES INC COM 05605H100 13,936 285,874 SH   DFND   27,642 258,232 0
BIO TECHNE CORP COM 09073M104 2,759 23,484 SH   DFND   2,277 21,207 0
CABOT CORP COM 127055101 33,356 624,293 SH   DFND   14,261 548,414 61,618
CABOT MICROELECTRONICS CORP COM 12709P103 22,393 303,307 SH   DFND   1,704 263,498 38,105
CARDTRONICS PLC SHS CL A G1991C105 39,152 1,191,480 SH   DFND   26,438 1,043,317 121,725
CHARLES RIV LABS INTL INC COM 159864107 5,669 56,050 SH   DFND   5,420 50,630 0
CHEMICAL FINL CORP COM 163731102 26,174 540,676 SH   DFND   23,380 478,023 39,273
CLEAN HARBORS INC COM 184496107 67,606 1,210,923 SH   DFND   41,576 1,061,016 108,331
COACH INC COM 189754104 1,037 21,905 SH   DFND   3,517 18,388 0
COGNEX CORP COM 192422103 34,642 408,029 SH   DFND   2,296 355,433 50,300
COPART INC COM 217204106 97,707 3,073,509 SH   DFND   86,134 2,690,424 296,951
CORE LABORATORIES N V COM N22717107 3,771 37,233 SH   DFND   3,595 33,638 0
COVANTA HLDG CORP COM 22282E102 28,531 2,161,461 SH   DFND   35,091 1,886,884 239,486
DOLLAR TREE INC COM 256746108 13,079 187,060 SH   DFND   19,877 167,183 0
DORMAN PRODUCTS INC COM 258278100 35,573 429,787 SH   DFND   2,418 373,488 53,881
EOG RES INC COM 26875P101 1,135 12,544 SH   DFND   2,398 10,146 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 37,074 1,093,319 SH   DFND   14,409 947,719 131,191
ENTEGRIS INC COM 29362U104 70,777 3,224,468 SH   DFND   94,848 2,823,087 306,533
ESTERLINE TECHNOLOGIES CORP COM 297425100 42,330 446,523 SH   DFND   2,779 411,786 31,958
FCB FINL HLDGS INC CL A 30255G103 23,401 490,068 SH   DFND   2,594 428,914 58,560
F M C CORP COM NEW 302491303 16,901 231,357 SH   DFND   23,987 207,370 0
GENESEE & WYO INC CL A 371559105 10,720 156,741 SH   DFND   15,079 141,662 0
GRACO INC COM 384109104 66,002 603,974 SH   DFND   12,209 527,974 63,791
HALOZYME THERAPEUTICS INC COM 40637H109 32,415 2,528,462 SH   DFND   63,305 2,213,964 251,193
HEICO CORP NEW CL A 422806208 83,664 1,348,325 SH   DFND   28,246 1,238,074 82,005
HELEN OF TROY CORP LTD COM G4388N106 49,451 525,514 SH   DFND   13,286 460,480 51,748
SCHEIN HENRY INC COM 806407102 13,247 72,380 SH   DFND   6,996 65,384 0
HOSTESS BRANDS INC COM 44109J106 18,453 1,146,143 SH   DFND   6,632 999,550 139,961
IDEX CORP COM 45167R104 88,743 785,265 SH   DFND   17,214 685,684 82,367
INGREDION INC COM 457187102 80,639 676,441 SH   DFND   21,202 592,290 62,949
KEYW HLDG CORP COM 493723100 15,490 1,656,711 SH   DFND   9,307 1,439,778 207,626
KAMAN CORP COM 483548103 28,649 574,474 SH   DFND   3,187 529,501 41,786
KAR AUCTION SVCS INC COM 48238T109 85,563 2,038,676 SH   DFND   57,296 1,781,312 200,068
KIRBY CORP COM 497266106 4,328 64,741 SH   DFND   6,179 58,562 0
LKQ CORP COM 501889208 9,888 300,097 SH   DFND   29,083 271,014 0
LEGACY TEX FINL GROUP INC COM 52471Y106 37,287 977,898 SH   DFND   22,908 857,747 97,243
MARKEL CORP COM 570535104 5,313 5,444 SH   DFND   526 4,918 0
MASTERCARD INC CL A 57636Q104 2,871 23,643 SH   DFND   3,798 19,845 0
MEDTRONIC PLC SHS G5960L103 2,523 28,424 SH   DFND   4,585 23,839 0
MID A77AMER APT CMNTYS INC COM 59522J103 35,998 341,605 SH   DFND   14,916 300,083 26,606
MINERALS TECHNOLOGIES INC COM 603158106 15,196 207,595 SH   DFND   1,112 179,239 27,244
OMNICELL INC COM 68213N109 11,747 272,556 SH   DFND   1,728 233,228 37,600
PDF SOLUTIONS INC COM 693282105 19,552 1,188,545 SH   DFND   6,667 1,032,885 148,993
POWER INTEGRATIONS INC COM 739276103 38,472 527,742 SH   DFND   2,904 459,257 65,581
RBC BEARINGS INC COM 75524B104 66,802 656,469 SH   DFND   3,672 568,101 84,696
RLI CORP COM 749607107 24,713 452,451 SH   DFND   2,539 393,157 56,755
ROCKWELL COLLINS INC COM 774341101 11,933 113,561 SH   DFND   12,431 101,130 0
SRC ENERGY INC COM 78470V108 14,468 2,149,789 SH   DFND   12,065 1,868,002 269,722
SENSIENT TECHNOLOGIES CORP COM 81725T100 25,293 314,078 SH   DFND   1,776 273,976 38,326
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 6,905 176,199 SH   DFND   17,076 159,123 0
SIMPSON MANUFACTURING CO INC COM 829073105 36,662 838,748 SH   DFND   4,765 734,083 99,900
STERIS PLC SHS USD G84720104 8,843 108,499 SH   DFND   10,393 98,106 0
SYNOPSYS INC COM 871607107 10,532 144,411 SH   DFND   13,981 130,430 0
TD AMERITRADE HLDG CORP COM 87236Y108 8,679 201,883 SH   DFND   22,860 179,023 0
TELEDYNE TECHNOLOGIES INC COM 879360105 40,881 320,255 SH   DFND   1,720 280,532 38,003
THERMON GROUP HLDGS INC COM 88362T103 12,371 645,327 SH   DFND   3,598 559,049 82,680
UGI CORP NEW COM 902681105 72,266 1,492,781 SH   DFND   30,396 1,309,935 152,450
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 18,214 655,184 SH   DFND   4,606 572,504 78,074
VALMONT INDS INC COM 920253101 3,424 22,891 SH   DFND   2,177 20,714 0
VISA INC COM CL A 92826C839 2,428 25,892 SH   DFND   4,162 21,730 0
WASTE CONNECTIONS INC COM 94106B101 24,313 377,417 SH   DFND   40,339 337,078 0
WATERS CORP COM 941848103 2,629 14,301 SH   DFND   2,300 12,001 0
WOODWARD INC COM 980745103 56,950 842,708 SH   DFND   20,744 772,910 49,054