The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 65,777 | 2,718,069 | SH | DFND | 1 | 0 | 2,177,673 | 540,396 | |
| ASTRONICS CORP | COM | 046433108 | 22,058 | 591,992 | SH | DFND | 1 | 0 | 480,334 | 111,658 | |
| CAPSTEAD MTG CORP | COM NO PAR | 14067E506 | 52,572 | 6,077,744 | SH | DFND | 1 | 0 | 4,872,018 | 1,205,726 | |
| CNO FINL GROUP INC | COM | 12621E103 | 81,077 | 3,741,438 | SH | DFND | 1 | 0 | 3,013,945 | 727,493 | |
| CRAWFORD & CO | CL A | 224633206 | 23,811 | 2,972,666 | SH | DFND | 1 | 0 | 2,579,631 | 393,035 | |
| CRAWFORD & CO | CL B | 224633107 | 11,179 | 1,364,979 | SH | DFND | 1 | 0 | 1,188,287 | 176,692 | |
| DORMAN PRODUCTS INC | COM | 258278100 | 14,080 | 212,651 | SH | DFND | 1 | 0 | 157,551 | 55,100 | |
| DST SYS INC DEL | COM | 233326107 | 81,288 | 972,463 | SH | DFND | 1 | 0 | 768,754 | 203,709 | |
| EASTMAN KODAK CO | COM NEW | 277461406 | 8,110 | 1,530,215 | SH | DFND | 1 | 0 | 1,225,495 | 304,720 | |
| EROS INTL PLC | SHS NEW | G3788M114 | 52,693 | 4,856,507 | SH | DFND | 1 | 0 | 3,878,762 | 977,745 | |
| FARO TECHNOLOGIES INC | COM | 311642102 | 39,832 | 682,645 | SH | DFND | 1 | 0 | 551,947 | 130,698 | |
| FERROGLOBE PLC | SHS | G33856108 | 47,709 | 4,446,354 | SH | DFND | 1 | 0 | 3,464,064 | 982,290 | |
| GAMESTOP CORP NEW | CL A | 36467W109 | 16,189 | 1,285,826 | SH | DFND | 1 | 0 | 1,026,844 | 258,982 | |
| GLOBAL PMTS INC | COM | 37940X102 | 52,916 | 474,494 | SH | DFND | 1 | 0 | 362,052 | 112,442 | |
| HALYARD HEALTH INC | COM | 40650V100 | 71,392 | 1,549,645 | SH | DFND | 1 | 0 | 1,263,670 | 285,975 | |
| HEIDRICK & STRUGGLES INTL IN | COM | 422819102 | 29,667 | 949,344 | SH | DFND | 1 | 0 | 825,519 | 123,825 | |
| HOMETRUST BANCSHARES INC | COM | 437872104 | 29,296 | 1,126,758 | SH | DFND | 1 | 0 | 979,674 | 147,084 | |
| INTERNATIONAL SPEEDWAY CORP | CL A | 460335201 | 87,594 | 1,986,267 | SH | DFND | 1 | 0 | 1,593,167 | 393,100 | |
| ITT INC | COM | 45073V108 | 81,543 | 1,665,843 | SH | DFND | 1 | 0 | 1,349,198 | 316,645 | |
| KAISER ALUMINUM CORP | COM PAR $0.01 | 483007704 | 29,999 | 297,313 | SH | DFND | 1 | 0 | 238,119 | 59,194 | |
| KLX INC | COM | 482539103 | 102,426 | 1,441,405 | SH | DFND | 1 | 0 | 1,151,844 | 289,561 | |
| KORN FERRY INTL | COM NEW | 500643200 | 23,598 | 457,408 | SH | DFND | 1 | 0 | 304,982 | 152,426 | |
| LEAR CORP | COM NEW | 521865204 | 82,475 | 443,104 | SH | DFND | 1 | 0 | 339,404 | 103,700 | |
| LINCOLN EDL SVCS CORP | COM | 533535100 | 5,020 | 2,614,753 | SH | DFND | 1 | 0 | 2,132,290 | 482,463 | |
| LIVANOVA PLC | SHS | G5509L101 | 6,664 | 75,321 | SH | DFND | 1 | 0 | 0 | 75,321 | |
| LUXFER HOLDINGS PLC | SHS | G5698W116 | 25,945 | 2,026,960 | SH | DFND | 1 | 0 | 1,772,862 | 254,098 | |
| NOVANTA INC | COM | 67000B104 | 67,196 | 1,288,517 | SH | DFND | 1 | 0 | 1,047,643 | 240,874 | |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 76,598 | 3,132,836 | SH | DFND | 1 | 0 | 2,511,535 | 621,301 | |
| ORTHOFIX INTL N V | COM | N6748L102 | 14,539 | 247,339 | SH | DFND | 1 | 0 | 191,107 | 56,232 | |
| SOTHEBYS | COM | 835898107 | 56,038 | 1,092,578 | SH | DFND | 1 | 0 | 885,057 | 207,521 | |
| TRINITY BIOTECH PLC | SPON ADR NEW | 896438306 | 8,442 | 1,639,296 | SH | DFND | 1 | 0 | 1,430,824 | 208,472 | |
| VERIFONE SYS INC | COM | 92342Y109 | 13,248 | 861,908 | SH | DFND | 1 | 0 | 661,486 | 200,422 | |