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 15,966 15,233 SH   DFND 1 15,233 0 0
AMEDISYS INC COM 023436108 31,386 596,014 SH   DFND 1 596,014 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 37,614 757,574 SH   DFND 1 757,574 0 0
ANALOG DEVICES INC COM 032654105 9,888 110,625 SH   DFND 1 110,625 0 0
BEACON ROOFING SUPPLY INC COM 073685109 37,579 585,439 SH   DFND 1 585,439 0 0
BOISE CASCADE CO COM 09739D100 32,087 807,224 SH   DFND 1 807,224 0 0
BRIGHT SCHOLAR ED HLDGS LTD SPON ADR ADR 109199109 16,945 922,926 SH   DFND 1 922,926 0 0
CALLAWAY GOLF CO COM 131193104 34,117 2,426,519 SH   DFND 1 2,426,519 0 0
CALLON PETE CO COM 13123X102 21,958 1,776,498 SH   DFND 1 1,776,498 0 0
CHARLES RIVER LABS INTL INC COM 159864107 33,422 304,556 SH   DFND 1 304,556 0 0
CHILDRENS PLACE INC COM 168905107 32,522 224,524 SH   DFND 1 224,524 0 0
COLUMBIA BANKING SYSTEMS INC COM 197236102 40,796 926,341 SH   DFND 1 926,341 0 0
COMFORT SYSTEMS USA INC COM 199908104 25,767 587,627 SH   DFND 1 587,627 0 0
CORELOGIC INC COM 21871D103 34,634 755,376 SH   DFND 1 755,376 0 0
CORESITE REALTY CORP COM 21870Q105 8,315 72,787 SH   DFND 1 72,787 0 0
DAVE & BUSTERS ENTERTAINMENT INC COM 238337109 25,537 450,787 SH   DFND 1 450,787 0 0
DELUXE CORP COM 248019101 36,391 475,018 SH   DFND 1 475,018 0 0
ELECTRONIC ARTS INC COM 285512109 8,960 85,084 SH   DFND 1 85,084 0 0
EXTREME NETWORKS INC COM 30226D106 24,503 1,938,528 SH   DFND 1 1,938,528 0 0
FACEBOOK INC COM 30303M102 11,957 67,207 SH   DFND 1 67,207 0 0
FERRO CORP COM 315405100 36,044 1,529,897 SH   DFND 1 1,529,897 0 0
FISERV INC COM 337738108 7,091 53,724 SH   DFND 1 53,724 0 0
GENERAC HOLDINGS INC COM 368736104 43,770 878,732 SH   DFND 1 878,732 0 0
GMS INC COM 36251C103 43,798 1,165,143 SH   DFND 1 1,165,143 0 0
GREEN DOT CORP COM 39304D102 27,746 456,792 SH   DFND 1 456,792 0 0
HALYARD HEALTH INC COM 40650V100 31,631 677,184 SH   DFND 1 677,184 0 0
HFF INC COM 40418F108 42,961 884,325 SH   DFND 1 884,325 0 0
HILL ROM HOLDINGS INC COM 431475102 31,514 369,531 SH   DFND 1 369,531 0 0
INGEVITY CORP COM 45688C107 29,946 421,298 SH   DFND 1 421,298 0 0
INSPERITY INC COM 45778Q107 23,988 419,001 SH   DFND 1 419,001 0 0
INTEGRATED DEVICE TECHNOLOGY COM COM 458118106 31,722 1,052,138 SH   DFND 1 1,052,138 0 0
ISHARES INC EM MKT SM-CP ETF COM 464286475 2,820 53,518 SH   DFND 1 53,518 0 0
ISHARES INC MSCI STH KOR ETF COM 464286772 6,733 90,028 SH   DFND 1 90,028 0 0
ISHARES INC MSCI TAIWAN ETF COM 46434G772 7,654 205,592 SH   DFND 1 205,592 0 0
ISHARES TR BRAZIL SM-CP ETF COM 464289131 3,999 246,420 SH   DFND 1 246,420 0 0
ISHARES TR EAFE SML CP ETF COM 464288273 8,573 133,074 SH   DFND 1 133,074 0 0
ISHARES TR MSCI INDIA SM CP ETF COM 46429B614 15,130 291,124 SH   DFND 1 291,124 0 0
KULICKE & SOFFA INDUSTRIES INC COM 501242101 37,633 1,556,376 SH   DFND 1 1,556,376 0 0
LEAR CORP COM 521865204 12,100 67,374 SH   DFND 1 67,374 0 0
LUMENTUM HOLDINGS INC COM 55024U109 25,020 510,098 SH   DFND 1 510,098 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 29,287 667,885 SH   DFND 1 667,885 0 0
MGIC INVESTMENT CORP COM 552848103 42,180 2,927,105 SH   DFND 1 2,927,105 0 0
MOSAIC CO COM 61945C103 10,100 395,135 SH   DFND 1 395,135 0 0
NUTRI SYSTEMS INC COM 67069D108 26,048 493,793 SH   DFND 1 493,793 0 0
OUTFRONT MEDIA INC COM 69007J106 22,995 998,911 SH   DFND 1 998,911 0 0
PARKER HANNIFIN CORP COM 701094104 11,893 59,701 SH   DFND 1 59,701 0 0
PHIBRO ANIMAL HEALTH CORP COM 71742Q106 21,326 631,876 SH   DFND 1 631,876 0 0
PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 26,038 388,634 SH   DFND 1 388,634 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 11,078 96,162 SH   DFND 1 96,162 0 0
QUANTA SERVICES INC COM 74762E102 32,832 834,790 SH   DFND 1 834,790 0 0
QUDIAN INC ADR ADR 747798106 3,033 244,367 SH   DFND 1 244,367 0 0
REGIONS FINANCIAL CORP COM 7591EP100 9,208 529,783 SH   DFND 1 529,783 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 14,558 120,431 SH   DFND 1 120,431 0 0
RPC INC COM 749660106 41,855 1,645,244 SH   DFND 1 1,645,244 0 0
RYMAN HOSPITALITY PROPERTYS INC COM 78377T107 42,410 607,503 SH   DFND 1 607,503 0 0
SELECTIVE INSURANCE GROUP INC COM 816300107 33,784 576,515 SH   DFND 1 576,515 0 0
SILICON LABORATORIES INC COM 826919102 40,014 449,848 SH   DFND 1 449,848 0 0
SOUTH ST CORP COM 840441109 34,987 394,663 SH   DFND 1 394,663 0 0
STAMPS COM INC COM 852857200 29,414 155,384 SH   DFND 1 155,384 0 0
SUNTRUST BANKS INC COM 867914103 8,854 135,293 SH   DFND 1 135,293 0 0
TARENA INTL INC ADR ADR 876108101 5,589 383,576 SH   DFND 1 383,576 0 0
TECH DATA CORP COM 878237106 23,113 235,314 SH   DFND 1 235,314 0 0
TERNIUM SA SPON ADR ADR 880890108 6,882 218,974 SH   DFND 1 218,974 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 28,414 313,274 SH   DFND 1 313,274 0 0
TYSON FOODS INC COM 902494103 8,757 107,387 SH   DFND 1 107,387 0 0
U S CONCRETE INC COM 90333L201 29,610 356,105 SH   DFND 1 356,105 0 0
VIDEOCON D2H LTD ADR ADR 92657J101 3,445 382,301 SH   DFND 1 382,301 0 0
WATERS CORP COM 941848103 9,812 50,367 SH   DFND 1 50,367 0 0
ZOETIS INC COM 98978V103 9,063 125,193 SH   DFND 1 125,193 0 0