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 10,719 220,106 SH   DFND   1,225 192,060 26,821
AMETEK INC NEW COM 031100100 12,833 194,317 SH   DFND   22,302 172,015 0
AMPHENOL CORP NEW COM 032095101 19,606 231,634 SH   DFND   28,356 203,278 0
ANALOG DEVICES INC COM 032654105 2,925 33,947 SH   DFND   5,433 28,514 0
ANALOGIC CORP COM PAR $0.05 032657207 20,963 250,306 SH   DFND   1,347 218,853 30,106
BWX TECHNOLOGIES INC COM 05605H100 13,811 246,529 SH   DFND   28,305 218,224 0
BIO TECHNE CORP COM 09073M104 2,448 20,247 SH   DFND   2,324 17,923 0
CABOT CORP COM 127055101 38,038 681,692 SH   DFND   14,865 594,678 72,149
CABOT MICROELECTRONICS CORP COM 12709P103 24,358 304,742 SH   DFND   1,704 264,986 38,052
CARDTRONICS PLC SHS CL A G1991C105 26,788 1,164,168 SH   DFND   27,273 1,015,197 121,698
CHARLES RIV LABS INTL INC COM 159864107 5,770 53,413 SH   DFND   6,121 47,292 0
CHEMICAL FINL CORP COM 163731102 28,413 543,694 SH   DFND   24,009 476,014 43,671
CLEAN HARBORS INC COM 184496107 66,534 1,173,444 SH   DFND   42,183 1,022,930 108,331
COACH INC COM 189754104 887 22,016 SH   DFND   3,517 18,499 0
COGNEX CORP COM 192422103 39,669 359,708 SH   DFND   2,011 312,865 44,832
COPART INC COM 217204106 103,058 2,998,480 SH   DFND   87,409 2,614,233 296,838
CORE LABORATORIES N V COM N22717107 3,156 31,972 SH   DFND   3,670 28,302 0
COVANTA HLDG CORP COM 22282E102 31,724 2,136,309 SH   DFND   35,601 1,861,222 239,486
DOLLAR TREE INC COM 256746108 14,335 165,113 SH   DFND   20,200 144,913 0
DORMAN PRODUCTS INC COM 258278100 30,940 431,996 SH   DFND   2,418 375,697 53,881
EOG RES INC COM 26875P101 1,221 12,620 SH   DFND   2,398 10,222 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 44,422 1,098,189 SH   DFND   14,409 952,780 131,000
ENTEGRIS INC COM 29362U104 90,695 3,143,681 SH   DFND   96,394 2,740,872 306,415
ESTERLINE TECHNOLOGIES CORP COM 297425100 41,896 464,741 SH   DFND   2,779 428,259 33,703
FCB FINL HLDGS INC CL A 30255G103 32,235 667,395 SH   DFND   3,686 581,429 82,280
F M C CORP COM 302491303 18,149 203,217 SH   DFND   24,513 178,704 0
GENESEE & WYO INC CL A 371559105 34,747 469,494 SH   DFND   17,268 410,395 41,831
GRACO INC COM 384109104 69,207 559,522 SH   DFND   12,210 487,915 59,397
HALOZYME THERAPEUTICS INC COM 40637H109 42,846 2,466,684 SH   DFND   64,546 2,150,945 251,193
HEICO CORP NEW CL A 422806208 88,265 1,158,327 SH   DFND   27,726 1,060,315 70,286
HELEN OF TROY CORP LTD COM G4388N106 49,565 511,507 SH   DFND   13,515 446,254 51,738
SCHEIN HENRY INC COM 806407102 14,027 171,077 SH   DFND   20,864 150,213 0
HOSTESS BRANDS INC COM 44109J106 19,222 1,407,190 SH   DFND   7,870 1,223,670 175,650
IDEX CORP COM 45167R104 84,096 692,315 SH   DFND   16,561 603,035 72,719
INGREDION INC COM 457187102 79,377 657,968 SH   DFND   21,504 573,526 62,938
KEYW HLDG CORP COM 493723100 12,669 1,664,802 SH   DFND   9,307 1,448,036 207,459
KAMAN CORP COM 483548103 31,919 572,229 SH   DFND   3,187 527,500 41,542
KAR AUCTION SVCS INC COM 48238T109 95,220 1,994,546 SH   DFND   58,018 1,736,488 200,040
LKQ CORP COM 501889208 9,309 258,648 SH   DFND   29,689 228,959 0
LEGACY TEX FINL GROUP INC COM 52471Y106 39,945 1,000,638 SH   DFND   23,594 872,953 104,091
MARKEL CORP COM 570535104 5,016 4,697 SH   DFND   541 4,156 0
MASONITE INTL CORP COM 575385109 13,881 200,595 SH   DFND   1,120 174,527 24,948
MASTERCARD INC CL A 57636Q104 3,355 23,763 SH   DFND   3,798 19,965 0
MEDTRONIC PLC SHS G5960L103 2,652 34,102 SH   DFND   5,458 28,644 0
MID A77AMER APT CMNTYS INC COM 59522J103 9,639 90,185 SH   DFND   10,804 79,381 0
MINERALS TECHNOLOGIES INC COM 603158106 14,759 208,905 SH   DFND   1,112 180,549 27,244
O'REILLY AUTOMOTIVE INC COM 67103H107 2,153 9,996 SH   DFND   1,600 8,396 0
OMNICELL INC COM 68213N109 11,566 226,558 SH   DFND   1,331 195,829 29,398
PDF SOLUTIONS INC COM 693282105 18,485 1,193,321 SH   DFND   6,667 1,037,753 148,901
POWER INTEGRATIONS INC COM 739276103 38,836 530,544 SH   DFND   2,904 462,135 65,505
RBC BEARINGS INC COM 75524B104 82,483 659,076 SH   DFND   3,672 570,714 84,690
RLI CORP COM 749607107 26,044 454,051 SH   DFND   2,539 394,770 56,742
ROCKWELL COLLINS INC COM 774341101 6,684 51,138 SH   DFND   5,861 45,277 0
SRC ENERGY INC COM 78470V108 20,869 2,158,158 SH   DFND   12,065 1,876,498 269,595
SENSIENT TECHNOLOGIES CORP COM 81725T100 24,276 315,599 SH   DFND   1,776 275,512 38,311
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 7,095 151,832 SH   DFND   17,432 134,400 0
SIMPSON MANUFACTURING CO INC COM 829073105 37,119 756,911 SH   DFND   4,231 658,864 93,816
STERIS PLC SHS USD G84720104 8,756 99,054 SH   DFND   11,351 87,703 0
SYNOPSYS INC COM 871607107 10,026 124,500 SH   DFND   14,272 110,228 0
TD AMERITRADE HLDG CORP COM 87236Y108 8,273 169,527 SH   DFND   21,746 147,781 0
TELEDYNE TECHNOLOGIES INC COM 879360105 51,211 321,719 SH   DFND   1,720 281,996 38,003
THERMON GROUP HLDGS INC COM 88362T103 11,679 649,207 SH   DFND   3,598 562,979 82,630
UGI CORP NEW COM 902681105 68,676 1,465,551 SH   DFND   30,883 1,281,817 152,851
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 25,549 895,187 SH   DFND   5,000 778,575 111,612
VALMONT INDS INC COM 920253101 4,055 25,651 SH   DFND   2,940 22,711 0
VISA INC COM CL A 92826C839 2,739 26,022 SH   DFND   4,162 21,860 0
WASTE CONNECTIONS INC COM 94106B101 23,220 331,899 SH   DFND   40,720 291,179 0
WATERS CORP COM 941848103 2,320 12,926 SH   DFND   2,072 10,854 0
WOODWARD INC COM 980745103 63,826 822,391 SH   DFND   21,094 752,281 49,016