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
ALPHABET INC COM 02079K107 7,117 7,496 SH   DFND 1 7,496 0 0
AMEDISYS INC COM 023436108 31,976 575,315 SH   DFND 1 575,315 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 33,239 731,322 SH   DFND 1 731,322 0 0
ANALOG DEVICES INC COM 032654105 6,418 74,938 SH   DFND 1 74,938 0 0
APOGEE ENTERPRISES INC COM 037598109 30,095 626,335 SH   DFND 1 626,335 0 0
ARGAN INC COM 04010E109 27,562 411,687 SH   DFND 1 411,687 0 0
BAKER HUGHES A GE CO COM 05722G100 3,925 105,984 SH   DFND 1 105,984 0 0
BEACON ROOFING SUPPLY INC COM 073685109 29,031 565,143 SH   DFND 1 565,143 0 0
BOISE CASCADE CO COM 09739D100 7,491 209,552 SH   DFND 1 209,552 0 0
CALLAWAY GOLF CO COM 131193104 27,533 1,943,078 SH   DFND 1 1,943,078 0 0
CALLON PETE CO DEL COM 13123X102 19,086 1,714,836 SH   DFND 1 1,714,836 0 0
CHARLES RIVER LABS INTL INC COM 159864107 31,438 294,010 SH   DFND 1 294,010 0 0
CHILDRENS PLACE INC COM 168905107 25,479 216,749 SH   DFND 1 216,749 0 0
COLUMBIA BANKING SYSTEMS INC COM 197236102 37,986 894,217 SH   DFND 1 894,217 0 0
COMFORT SYSTEMS USA INC COM 199908104 20,280 567,262 SH   DFND 1 567,262 0 0
CORELOGIC INC COM 21871D103 33,650 729,136 SH   DFND 1 729,136 0 0
CORESITE REALTY CORP COM 21870Q105 5,422 49,296 SH   DFND 1 49,296 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 22,941 435,148 SH   DFND 1 435,148 0 0
DELUXE CORP COM 248019101 33,591 458,523 SH   DFND 1 458,523 0 0
ELECTRONIC ARTS INC COM 285512109 12,042 103,267 SH   DFND 1 103,267 0 0
FACEBOOK INC COM 30303M102 7,678 45,502 SH   DFND 1 45,502 0 0
FERRO CORP COM 315405100 32,786 1,476,831 SH   DFND 1 1,476,831 0 0
FISERV INC COM 337738108 5,295 41,301 SH   DFND 1 41,301 0 0
GENERAC HOLDINGS INC COM 368736104 34,935 765,792 SH   DFND 1 765,792 0 0
GMS INC COM 36251C103 27,999 790,705 SH   DFND 1 790,705 0 0
GREEN DOT CORP COM 39304D102 35,108 705,549 SH   DFND 1 705,549 0 0
HALYARD HEALTH INC COM 40650V100 29,816 653,715 SH   DFND 1 653,715 0 0
HFF INC COM 40418F108 22,901 578,158 SH   DFND 1 578,158 0 0
HILL ROM HOLDINGS INC COM 431475102 46,916 640,661 SH   DFND 1 640,661 0 0
INGEVITY CORP COM 45688C107 20,372 325,948 SH   DFND 1 325,948 0 0
INSPERITY INC COM 45778Q107 32,673 374,903 SH   DFND 1 374,903 0 0
INTEGRATED DEVICE TECHNOLOGY COM COM 458118106 26,833 1,015,624 SH   DFND 1 1,015,624 0 0
ISHARES BRAZIL SM-CP ETF COM 464289131 423 25,700 SH   DFND 1 25,700 0 0
ISHARES INC EM MKT SM-CP ETF COM 464286475 2,746 56,234 SH   DFND 1 56,234 0 0
ISHARES INC MSCI TAIWAN ETF COM 46434G772 751 24,433 SH   DFND 1 24,433 0 0
ISHARES TR EAFE SML CP ETF COM 464288273 3,393 55,145 SH   DFND 1 55,145 0 0
ISHARES TR MSCI ACWI ETF COM 464288257 27 394 SH   DFND 1 394 0 0
KULICKE & SOFFA INDUSTRIES INC COM 501242101 40,958 1,897,982 SH   DFND 1 1,897,982 0 0
LEAR CORP COM 521865204 8,347 48,003 SH   DFND 1 48,003 0 0
LUMENTUM HOLDINGS INC COM 55024U109 27,182 492,419 SH   DFND 1 492,419 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 29,105 692,153 SH   DFND 1 692,153 0 0
MGIC INVT CORP COM 552848103 35,460 2,825,502 SH   DFND 1 2,825,502 0 0
MSG NETWORK INC COM 553573106 19,740 928,927 SH   DFND 1 928,927 0 0
NCI BUILDING SYSTEMS INC COM 628852204 23,984 1,537,423 SH   DFND 1 1,537,423 0 0
NUTRI SYSTEMS INC COM 67069D108 26,051 476,682 SH   DFND 1 476,682 0 0
NUVASIVE INC COM 670704105 32,065 583,103 SH   DFND 1 583,103 0 0
OUTFRONT MEDIA INC COM 69007J106 23,701 964,249 SH   DFND 1 964,249 0 0
PARKER HANNIFIN CORP COM 701094104 8,432 47,959 SH   DFND 1 47,959 0 0
PHIBRO ANIMAL HEALTH CORP COM 71742Q106 21,192 576,641 SH   DFND 1 576,641 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 24,932 375,192 SH   DFND 1 375,192 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 5,927 55,912 SH   DFND 1 55,912 0 0
QUANTA SERVICES INC COM 74762E102 30,235 805,846 SH   DFND 1 805,846 0 0
RE MAX HOLDINGS INC COM 75524W108 21,822 339,112 SH   DFND 1 339,112 0 0
REGIONS FINANCIAL CORP COM 7591EP100 5,362 356,518 SH   DFND 1 356,518 0 0
RPC INC COM 749660106 39,021 1,588,172 SH   DFND 1 1,588,172 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 36,576 586,434 SH   DFND 1 586,434 0 0
SELECTIVE INS GROUP INC COM 816300107 29,745 556,506 SH   DFND 1 556,506 0 0
SILICON LABORATORIES INC COM 826919102 35,240 434,254 SH   DFND 1 434,254 0 0
SOUTH ST CORP COM 840441109 33,908 380,993 SH   DFND 1 380,993 0 0
STAMPS COM INC COM 852857200 19,985 99,849 SH   DFND 1 99,849 0 0
SUNTRUST BANKS INC COM 867914103 5,407 91,183 SH   DFND 1 91,183 0 0
SYNOVUS FINANCIAL CORP COM 87161C501 26,031 571,230 SH   DFND 1 571,230 0 0
TARENA INTERNATIONAL INC COM 876108101 4,422 305,413 SH   DFND 1 305,413 0 0
TECH DATA CORP COM 878237106 20,345 227,168 SH   DFND 1 227,168 0 0
TERNIUM SA SPON ADR ADR 880890108 5,059 165,969 SH   DFND 1 165,969 0 0
TYSON FOODS INC COM 902494103 8,248 126,021 SH   DFND 1 126,021 0 0
U S CONCRETE INC COM 90333L201 25,966 343,693 SH   DFND 1 343,693 0 0
VIDEOCON D2H LTD ADR ADR 92657J101 2,993 331,073 SH   DFND 1 331,073 0 0
WASTE MANAGEMENT INC COM 94106L109 6,217 79,293 SH   DFND 1 79,293 0 0
WATERS CORP COM 941848103 6,117 34,214 SH   DFND 1 34,214 0 0
WORTHINGTON INDUSTRIES INC COM 981811102 23,733 521,251 SH   DFND 1 521,251 0 0
ZOETIS INC COM 98978V103 5,373 84,856 SH   DFND 1 84,856 0 0