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
ACADIA HEALTHCARE COMPANY INC COM 00404A109 12,949 375,000 SH   DFND 1 375,000 0 0
ACI WORLDWIDE INC COM 004498101 28,670 1,017,010 SH   DFND 1 1,017,010 0 0
ALPHABET INC COM 02079K107 12,510 10,472 SH   DFND 1 10,472 0 0
APPLIED INDL TECHNOLOGIES INC COM 03820C105 21,767 277,458 SH   DFND 1 277,458 0 0
AT HOME GROUP INC COM 04650Y100 22,237 707,273 SH   DFND 1 707,273 0 0
AVANOS MED INC COM 05350V106 25,113 365,817 SH   DFND 1 365,817 0 0
BANKUNITED INC COM 06652K103 17,974 506,590 SH   DFND 1 506,590 0 0
BAOZUN INC ADR 06684L103 5,292 111,309 SH   DFND 1 111,309 0 0
BLACKBAUD INC COM 09227Q100 7,531 75,168 SH   DFND 1 75,168 0 0
BOISE CASCADE CO COM 09739D100 3,745 100,000 SH   DFND 1 100,000 0 0
BOOT BARN HOLDINGS INC COM 099406100 24,187 862,284 SH   DFND 1 862,284 0 0
BRINKER INTERNATIONAL INC COM 109641100 23,778 511,360 SH   DFND 1 511,360 0 0
CACI INTERNATIONAL INC COM 127190304 17,230 93,514 SH   DFND 1 93,514 0 0
CALLAWAY GOLF CO COM 131193104 29,834 1,235,859 SH   DFND 1 1,235,859 0 0
CALLON PETROLEUM CO COM 13123X102 21,475 1,788,129 SH   DFND 1 1,788,129 0 0
CAMBREX CORP COM COM 132011107 10,205 149,741 SH   DFND 1 149,741 0 0
CHARLES RIVER LABS INTERNATIONAL INC COM 159864107 35,756 267,354 SH   DFND 1 267,354 0 0
COLUMBIA BANKING SYSTEMS INC COM 197236102 19,863 517,814 SH   DFND 1 517,814 0 0
COMFORT SYSTEMS USA INC COM 199908104 28,748 519,856 SH   DFND 1 519,856 0 0
COMMVAULT SYSTEMS INC COM 204166102 25,805 369,698 SH   DFND 1 369,698 0 0
CONDUENT INC COM 206787103 22,151 983,629 SH   DFND 1 983,629 0 0
CORESITE REALTY CORP COM 21870Q105 7,676 70,347 SH   DFND 1 70,347 0 0
DARLING INGREDIENTS INC COM 237266101 23,156 1,221,970 SH   DFND 1 1,221,970 0 0
DELEK US HOLDINGS INC COM 24665A103 19,283 455,206 SH   DFND 1 455,206 0 0
ELECTRONIC ARTS INC COM 285512109 10,161 85,111 SH   DFND 1 85,111 0 0
EURONET WORLDWIDE INC COM 298736109 28,631 285,713 SH   DFND 1 285,713 0 0
EVERCORE INC COM 29977A105 23,321 230,669 SH   DFND 1 230,669 0 0
EVERTEC INC COM 30040P103 23,653 989,683 SH   DFND 1 989,683 0 0
EXLSERVICE HOLDINGS INC COM 302081104 19,762 300,746 SH   DFND 1 300,746 0 0
FACEBOOK INC COM 30303M102 8,463 50,126 SH   DFND 1 50,126 0 0
FIRST HAWAIIAN INC COM 32051X108 18,790 693,095 SH   DFND 1 693,095 0 0
FISERV INC COM 337738108 12,329 151,035 SH   DFND 1 151,035 0 0
FOX FACTORY HOLDING CORP COM 35138V102 22,455 320,783 SH   DFND 1 320,783 0 0
GENERAC HOLDINGS INC COM 368736104 33,194 589,591 SH   DFND 1 589,591 0 0
G-III APPAREL GROUP LTD COM 36237H101 24,060 503,981 SH   DFND 1 503,981 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 20,251 537,871 SH   DFND 1 537,871 0 0
HAEMONETICS CORP COM 405024100 31,928 282,178 SH   DFND 1 282,178 0 0
HANCOCK WHITNEY CORP COM 410120109 22,002 461,264 SH   DFND 1 461,264 0 0
HANOVER INS GROUP INC COM 410867105 21,253 173,620 SH   DFND 1 173,620 0 0
HARSCO CORP COM 415864107 26,971 951,368 SH   DFND 1 951,368 0 0
HILL ROM HOLDINGS INC COM 431475102 30,463 326,050 SH   DFND 1 326,050 0 0
ICF INTERNATIONAL INC COM 44925C103 30,864 421,934 SH   DFND 1 421,934 0 0
IDACORP INC COM 451107106 26,047 266,414 SH   DFND 1 266,414 0 0
INGEVITY CORP COM 45688C107 37,847 371,739 SH   DFND 1 371,739 0 0
INOGEN INC COM 45780L104 28,277 115,156 SH   DFND 1 115,156 0 0
INTEGRATED DEVICE TECHNOLOGY CORP COM 458118106 27,955 596,057 SH   DFND 1 596,057 0 0
ISHARES TR EAFE SMALL CAP ETF COM 464288273 5,173 82,503 SH   DFND 1 82,503 0 0
ISHARES TR MSCI INDIA SMALL CAP ETF COM 46429B614 6,227 165,436 SH   DFND 1 165,436 0 0
KEMET CORP COM 488360207 15,003 807,037 SH   DFND 1 807,037 0 0
KORN FERRY INTERNATIONAL INC COM 500643200 21,343 436,901 SH   DFND 1 436,901 0 0
LAUDER ESTEE COS INC COM 518439104 10,465 72,614 SH   DFND 1 72,614 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 22,506 305,042 SH   DFND 1 305,042 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 24,400 403,971 SH   DFND 1 403,971 0 0
MOBILE MINI INC COM 60740F105 21,297 490,717 SH   DFND 1 490,717 0 0
MOSAIC CO COM 61945C103 9,907 307,002 SH   DFND 1 307,002 0 0
NATIONAL FUEL GAS CO COM 636180101 23,971 432,144 SH   DFND 1 432,144 0 0
OMNICELL INC COM 68213N109 32,606 453,495 SH   DFND 1 453,495 0 0
PARTY CITY HOLDING CO INC COM 702149105 22,443 1,687,445 SH   DFND 1 1,687,445 0 0
PENN NATIONAL GAMING INC COM 707569109 26,564 807,430 SH   DFND 1 807,430 0 0
PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 20,662 341,808 SH   DFND 1 341,808 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 13,171 130,330 SH   DFND 1 130,330 0 0
QUANTA SERVICES INC COM 74762E102 24,198 735,948 SH   DFND 1 735,948 0 0
REGIONS FINANCIAL CORP COM 7591EP100 10,670 575,505 SH   DFND 1 575,505 0 0
RYMAN HOSPITALITY PROPERTYS INC COM 78377T107 29,223 339,885 SH   DFND 1 339,885 0 0
SCHNEIDER NATIONAL INC COM 80689H102 24,624 986,126 SH   DFND 1 986,126 0 0
SELECTIVE INSURANCE GROUP INC COM 816300107 31,692 506,670 SH   DFND 1 506,670 0 0
SILICON LABORATORIES INC COM 826919102 17,483 191,808 SH   DFND 1 191,808 0 0
SKYWEST INC COM 830879102 28,260 477,771 SH   DFND 1 477,771 0 0
SPIRIT REALTY CAP INC COM 84860W102 19,968 2,560,012 SH   DFND 1 2,560,012 0 0
SPX CORP COM 784635104 21,511 640,593 SH   DFND 1 640,593 0 0
SUNTRUST BANKS INC COM 867914103 9,769 145,302 SH   DFND 1 145,302 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 22,899 276,397 SH   DFND 1 276,397 0 0
UNITED RENTALS INC COM 911363109 9,915 58,639 SH   DFND 1 58,639 0 0
VERINT SYSTEMS INC COM 92343X100 25,177 506,577 SH   DFND 1 506,577 0 0
WATERS CORP COM 941848103 8,559 43,809 SH   DFND 1 43,809 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 12,307 38,383 SH   DFND 1 38,383 0 0
WEX INC COM 96208T104 12,001 60,388 SH   DFND 1 60,388 0 0
WNS HOLDINGS LTD ADR 92932M101 23,164 456,610 SH   DFND 1 456,610 0 0
ZOETIS INC COM 98978V103 12,645 138,649 SH   DFND 1 138,649 0 0