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 15,333 14,861 SH   DFND 1 14,861 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 42,658 751,684 SH   DFND 1 751,684 0 0
APPLIED INDL TECHNOLOGIES INC COM 03820C105 19,792 271,502 SH   DFND 1 271,502 0 0
BEACON ROOFING SUPPLY INC COM 073685109 30,826 580,860 SH   DFND 1 580,860 0 0
BOISE CASCADE CO COM 09739D100 30,915 800,917 SH   DFND 1 800,917 0 0
BRIGHT SCHOLAR ED HOLDINGS LTD ADR 109199109 15,698 1,016,724 SH   DFND 1 1,016,724 0 0
CALAVO GROWERS INC COM 128246105 6,591 71,488 SH   DFND 1 71,488 0 0
CALLAWAY GOLF CO COM 131193104 39,381 2,407,142 SH   DFND 1 2,407,142 0 0
CALLON PETROLEUM CO COM 13123X102 40,135 3,031,342 SH   DFND 1 3,031,342 0 0
CHARLES RIVER LABS INTL INC COM 159864107 32,233 301,980 SH   DFND 1 301,980 0 0
CHILDRENS PLACE INC COM 168905107 30,128 222,761 SH   DFND 1 222,761 0 0
COLUMBIA BANKING SYSTEMS INC COM 197236102 38,556 919,093 SH   DFND 1 919,093 0 0
COMFORT SYSTEMS USA INC COM 199908104 24,049 583,011 SH   DFND 1 583,011 0 0
CORELOGIC INC COM 21871D103 33,898 749,451 SH   DFND 1 749,451 0 0
CORESITE REALTY CORP COM 21870Q105 7,102 70,837 SH   DFND 1 70,837 0 0
DAVE & BUSTERS ENTERTAINMENT INC COM 238337109 18,668 447,243 SH   DFND 1 447,243 0 0
DELUXE CORP COM 248019101 34,881 471,295 SH   DFND 1 471,295 0 0
ELECTRONIC ARTS INC COM 285512109 10,028 82,713 SH   DFND 1 82,713 0 0
EURONET WORLDWIDE INC COM 298736109 21,163 268,159 SH   DFND 1 268,159 0 0
EVERCORE INC COM 29977A105 32,343 370,908 SH   DFND 1 370,908 0 0
EXLSERVICE HOLDINGS INC COM 302081104 18,673 334,814 SH   DFND 1 334,814 0 0
EXTREME NETWORKS INC COM 30226D106 21,291 1,923,280 SH   DFND 1 1,923,280 0 0
FACEBOOK INC COM 30303M102 7,174 44,895 SH   DFND 1 44,895 0 0
FERRO CORP COM 315405100 35,246 1,517,907 SH   DFND 1 1,517,907 0 0
FISERV INC COM 337738108 7,458 104,590 SH   DFND 1 104,590 0 0
GENERAC HOLDINGS INC COM 368736104 40,022 871,744 SH   DFND 1 871,744 0 0
GMS INC COM 36251C103 35,325 1,155,913 SH   DFND 1 1,155,913 0 0
HAEMONETICS CORP COM 405024100 36,773 502,640 SH   DFND 1 502,640 0 0
HALYARD HEALTH INC COM 40650V100 30,960 671,865 SH   DFND 1 671,865 0 0
HANCOCK HOLDING CO COM 410120109 26,008 503,061 SH   DFND 1 503,061 0 0
HARSCO CORP COM 415864107 21,702 1,050,961 SH   DFND 1 1,050,961 0 0
HFF INC COM 40418F108 29,851 600,631 SH   DFND 1 600,631 0 0
HIBBETT SPORTS INC COM 428567101 21,280 888,536 SH   DFND 1 888,536 0 0
HILL ROM HOLDINGS INC COM 431475102 31,898 366,641 SH   DFND 1 366,641 0 0
INGEVITY CORP COM 45688C107 30,803 418,002 SH   DFND 1 418,002 0 0
INSPERITY INC COM 45778Q107 28,916 415,763 SH   DFND 1 415,763 0 0
INTEGRATED DEVICE TECHNOLOGY INC COM 458118106 31,902 1,043,912 SH   DFND 1 1,043,912 0 0
ISHARES INC EM MKT SM-CP ETF COM 464286475 128 2,400 SH   DFND 1 2,400 0 0
ISHARES INC MSCI STH KOR ETF COM 464286772 2,643 35,027 SH   DFND 1 35,027 0 0
ISHARES INC MSCI TAIWAN ETF COM 46434G772 99 2,657 SH   DFND 1 2,657 0 0
ISHARES TR BRAZIL SM-CP ETF COM 464289131 1,745 103,350 SH   DFND 1 103,350 0 0
ISHARES TR EAFE SML CP ETF COM 464288273 55,002 843,720 SH   DFND 1 843,720 0 0
ISHARES TR MSCI INDIA SM CP COM 46429B614 18,601 392,006 SH   DFND 1 392,006 0 0
KORN FERRY INTERNATIONAL INC COM 500643200 25,340 491,175 SH   DFND 1 491,175 0 0
KULICKE & SOFFA INDUSTRIES INC COM 501242101 35,992 1,439,122 SH   DFND 1 1,439,122 0 0
LEAR CORP COM 521865204 12,202 65,569 SH   DFND 1 65,569 0 0
LUMENTUM HOLDINGS INC COM 55024U109 34,881 546,727 SH   DFND 1 546,727 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 30,052 662,660 SH   DFND 1 662,660 0 0
MOSAIC CO COM 61945C103 10,278 423,322 SH   DFND 1 423,322 0 0
PARKER HANNIFIN CORP COM 701094104 9,937 58,103 SH   DFND 1 58,103 0 0
PATRICK INDUSTRIES INC COM 703343103 20,673 334,242 SH   DFND 1 334,242 0 0
PHIBRO ANIMAL HEALTH CORP COM 71742Q106 24,889 626,939 SH   DFND 1 626,939 0 0
PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 24,758 385,638 SH   DFND 1 385,638 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 6,617 63,899 SH   DFND 1 63,899 0 0
QUANTA SERVICES INC COM 74762E102 28,451 828,262 SH   DFND 1 828,262 0 0
REGIONS FINANCIAL CORP COM 7591EP100 9,607 517,053 SH   DFND 1 517,053 0 0
RYMAN HOSPITALITY PROPERTYS INC COM 78377T107 46,681 602,729 SH   DFND 1 602,729 0 0
SCHNEIDER NATIONAL INC COM 80689H102 22,504 863,543 SH   DFND 1 863,543 0 0
SELECTIVE INSURANCE GROUP INC COM 816300107 34,725 572,070 SH   DFND 1 572,070 0 0
SILICON LABORATORIES INC COM 826919102 33,014 367,230 SH   DFND 1 367,230 0 0
SOUTH ST CORP COM 840441109 33,403 391,594 SH   DFND 1 391,594 0 0
SPX CORP COM 784635104 19,554 602,039 SH   DFND 1 602,039 0 0
SUNTRUST BANKS INC COM 867914103 8,978 131,950 SH   DFND 1 131,950 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 24,427 533,331 SH   DFND 1 533,331 0 0
TARENA INTL INC ADR 876108101 5,011 446,626 SH   DFND 1 446,626 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 27,941 310,798 SH   DFND 1 310,798 0 0
TIMKEN CO COM 887389104 22,330 489,701 SH   DFND 1 489,701 0 0
TYSON FOODS INC COM 902494103 7,638 104,360 SH   DFND 1 104,360 0 0
WATERS CORP COM 941848103 12,942 65,152 SH   DFND 1 65,152 0 0
WEX INC COM 96208T104 6,152 39,279 SH   DFND 1 39,279 0 0
WNS HOLDINGS LTD ADR 92932M101 20,431 450,726 SH   DFND 1 450,726 0 0
YIRENDAI LTD ADR 98585L100 5,601 139,216 SH   DFND 1 139,216 0 0
ZOETIS INC COM 98978V103 10,175 121,846 SH   DFND 1 121,846 0 0