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 |
| ACI WORLDWIDE INC | COM | 004498101 | 30,216 | 933,465 | SH | DFND | 1 | 933,465 | 0 | 0 | |
| AIR LEASE CORP | COM | 00912X302 | 13,519 | 397,391 | SH | DFND | 1 | 397,391 | 0 | 0 | |
| ALPHABET INC | COM | 02079K107 | 18,690 | 15,995 | SH | DFND | 1 | 15,995 | 0 | 0 | |
| AMERICAN STS WTR CO | COM | 029899101 | 18,609 | 261,321 | SH | DFND | 1 | 261,321 | 0 | 0 | |
| AMERICOLD REALTY TRUST | COM | 03064D108 | 16,401 | 533,704 | SH | DFND | 1 | 533,704 | 0 | 0 | |
| APPLIED INDL TECHNOLOGIES INC | COM | 03820C105 | 16,268 | 278,607 | SH | DFND | 1 | 278,607 | 0 | 0 | |
| ASPEN TECHNOLOGY INC | COM | 045327103 | 19,564 | 188,442 | SH | DFND | 1 | 188,442 | 0 | 0 | |
| BANKUNITED INC | COM | 06652K103 | 13,799 | 406,085 | SH | DFND | 1 | 406,085 | 0 | 0 | |
| BAOZUN INC SPONSORED ADR | ADR | 06684L103 | 3,921 | 100,201 | SH | DFND | 1 | 100,201 | 0 | 0 | |
| BLACKLINE INC | COM | 09239B109 | 16,449 | 357,588 | SH | DFND | 1 | 357,588 | 0 | 0 | |
| BOOT BARN HOLDINGS INC | COM | 099406100 | 21,815 | 744,036 | SH | DFND | 1 | 744,036 | 0 | 0 | |
| CABOT MICROELECTRONICS CORP | COM | 12709P103 | 13,761 | 126,786 | SH | DFND | 1 | 126,786 | 0 | 0 | |
| CACI INTERNATIONAL INC | COM | 127190304 | 20,477 | 112,172 | SH | DFND | 1 | 112,172 | 0 | 0 | |
| CALLAWAY GOLF CO | COM | 131193104 | 16,899 | 1,062,189 | SH | DFND | 1 | 1,062,189 | 0 | 0 | |
| CALLON PETROLEUM CO | COM | 13123X102 | 16,142 | 2,110,076 | SH | DFND | 1 | 2,110,076 | 0 | 0 | |
| CARETRUST REIT INC | COM | 14174T107 | 24,926 | 1,063,832 | SH | DFND | 1 | 1,063,832 | 0 | 0 | |
| CHARLES RIVER LABS INTERNATIONAL INC | COM | 159864107 | 24,804 | 173,043 | SH | DFND | 1 | 173,043 | 0 | 0 | |
| CHILDRENS PLACE INC | COM | 168905107 | 9,947 | 104,758 | SH | DFND | 1 | 104,758 | 0 | 0 | |
| COMFORT SYSTEMS USA INC | COM | 199908104 | 24,991 | 476,299 | SH | DFND | 1 | 476,299 | 0 | 0 | |
| COMMVAULT SYSTEMS INC | COM | 204166102 | 17,906 | 278,699 | SH | DFND | 1 | 278,699 | 0 | 0 | |
| CORESITE REALTY CORP | COM | 21870Q105 | 11,510 | 107,375 | SH | DFND | 1 | 107,375 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 27,245 | 1,264,860 | SH | DFND | 1 | 1,264,860 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 17,700 | 173,190 | SH | DFND | 1 | 173,190 | 0 | 0 | |
| ENERSYS INC | COM | 29275Y102 | 13,098 | 205,240 | SH | DFND | 1 | 205,240 | 0 | 0 | |
| EURONET WORLDWIDE INC | COM | 298736109 | 19,109 | 136,515 | SH | DFND | 1 | 136,515 | 0 | 0 | |
| EVERTEC INC | COM | 30040P103 | 21,987 | 784,420 | SH | DFND | 1 | 784,420 | 0 | 0 | |
| EXLSERVICE HOLDINGS INC | COM | 302081104 | 17,655 | 293,805 | SH | DFND | 1 | 293,805 | 0 | 0 | |
| FACEBOOK INC | COM | 30303M102 | 15,257 | 92,158 | SH | DFND | 1 | 92,158 | 0 | 0 | |
| FIRST HAWAIIAN INC | COM | 32051X108 | 17,266 | 668,950 | SH | DFND | 1 | 668,950 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 21,758 | 247,867 | SH | DFND | 1 | 247,867 | 0 | 0 | |
| FOX FACTORY HOLDING CORP | COM | 35138V102 | 21,409 | 307,290 | SH | DFND | 1 | 307,290 | 0 | 0 | |
| GENERAC HOLDINGS INC | COM | 368736104 | 23,887 | 470,588 | SH | DFND | 1 | 470,588 | 0 | 0 | |
| GENOMIC HEALTH INC | COM | 37244C101 | 22,890 | 331,205 | SH | DFND | 1 | 331,205 | 0 | 0 | |
| G-III APPAREL GROUP LTD | COM | 36237H101 | 17,712 | 448,526 | SH | DFND | 1 | 448,526 | 0 | 0 | |
| GREEN DOT CORP | COM | 39304D102 | 16,954 | 280,782 | SH | DFND | 1 | 280,782 | 0 | 0 | |
| HANCOCK WHITNEY CORPORATION | COM | 410120109 | 14,641 | 361,864 | SH | DFND | 1 | 361,864 | 0 | 0 | |
| HANOVER INS GROUP INC | COM | 410867105 | 21,677 | 189,701 | SH | DFND | 1 | 189,701 | 0 | 0 | |
| HARSCO CORP | COM | 415864107 | 14,039 | 694,672 | SH | DFND | 1 | 694,672 | 0 | 0 | |
| HILL ROM HOLDINGS INC | COM | 431475102 | 19,637 | 186,609 | SH | DFND | 1 | 186,609 | 0 | 0 | |
| ICF INTERNATIONAL INC | COM | 44925C103 | 21,864 | 287,497 | SH | DFND | 1 | 287,497 | 0 | 0 | |
| IDACORP INC | COM | 451107106 | 24,530 | 248,382 | SH | DFND | 1 | 248,382 | 0 | 0 | |
| INGEVITY CORP | COM | 45688C107 | 24,765 | 230,072 | SH | DFND | 1 | 230,072 | 0 | 0 | |
| ISHARES TR BRAZIL SM-CP ETF | COM | 464289131 | 346 | 23,008 | SH | DFND | 1 | 23,008 | 0 | 0 | |
| ISHARES TR EAFE SML CP ETF | COM | 464288273 | 4,368 | 76,489 | SH | DFND | 1 | 76,489 | 0 | 0 | |
| ISHARES TR MSCI INDIA SM CP | COM | 46429B614 | 7,221 | 179,104 | SH | DFND | 1 | 179,104 | 0 | 0 | |
| KBR INC | COM | 48242W106 | 21,862 | 1,158,559 | SH | DFND | 1 | 1,158,559 | 0 | 0 | |
| KORN FERRY CORP | COM | 500643200 | 14,264 | 318,325 | SH | DFND | 1 | 318,325 | 0 | 0 | |
| LAMB WESTON HOLDINGS INC | COM | 513272104 | 12,522 | 169,406 | SH | DFND | 1 | 169,406 | 0 | 0 | |
| LAUDER ESTEE COS INC | COM | 518439104 | 16,089 | 97,854 | SH | DFND | 1 | 97,854 | 0 | 0 | |
| LUMENTUM HOLDINGS INC | COM | 55024U109 | 18,838 | 341,451 | SH | DFND | 1 | 341,451 | 0 | 0 | |
| MERIT MEDICAL SYSTEMS INC | COM | 589889104 | 22,717 | 376,607 | SH | DFND | 1 | 376,607 | 0 | 0 | |
| NATIONAL FUEL GAS CO | COM | 636180101 | 25,410 | 419,026 | SH | DFND | 1 | 419,026 | 0 | 0 | |
| OMNICELL INC | COM | 68213N109 | 16,710 | 208,250 | SH | DFND | 1 | 208,250 | 0 | 0 | |
| PENN NATIONAL GAMING INC | COM | 707569109 | 19,776 | 999,277 | SH | DFND | 1 | 999,277 | 0 | 0 | |
| PGT INNOVATIONS INC | COM | 69336V101 | 14,303 | 1,019,424 | SH | DFND | 1 | 1,019,424 | 0 | 0 | |
| PNM RES INC | COM | 69349H107 | 16,428 | 347,305 | SH | DFND | 1 | 347,305 | 0 | 0 | |
| POPULAR INC | COM | 733174700 | 16,216 | 312,452 | SH | DFND | 1 | 312,452 | 0 | 0 | |
| PORTLAND GENERAL ELECTRIC CO | COM | 736508847 | 16,138 | 313,059 | SH | DFND | 1 | 313,059 | 0 | 0 | |
| PRUDENTIAL FINANCIAL INC | COM | 744320102 | 17,733 | 193,399 | SH | DFND | 1 | 193,399 | 0 | 0 | |
| QUANTA SERVICES INC | COM | 74762E102 | 27,208 | 727,670 | SH | DFND | 1 | 727,670 | 0 | 0 | |
| REGIONS FINANCIAL CORP | COM | 7591EP100 | 10,606 | 748,462 | SH | DFND | 1 | 748,462 | 0 | 0 | |
| RYMAN HOSPITALITY PROPERTIES INC | COM | 78377T107 | 27,170 | 324,147 | SH | DFND | 1 | 324,147 | 0 | 0 | |
| SELECTIVE INSURANCE GROUP INC | COM | 816300107 | 29,946 | 465,218 | SH | DFND | 1 | 465,218 | 0 | 0 | |
| SKYWEST INC | COM | 830879102 | 25,611 | 479,606 | SH | DFND | 1 | 479,606 | 0 | 0 | |
| SPIRIT REALTY CAP INC | COM | 84860W300 | 19,518 | 499,177 | SH | DFND | 1 | 499,177 | 0 | 0 | |
| SUNTRUST BANKS INC | COM | 867914103 | 11,238 | 190,510 | SH | DFND | 1 | 190,510 | 0 | 0 | |
| TELEPHONE & DATA SYSTEMS INC | COM | 879433829 | 19,065 | 619,612 | SH | DFND | 1 | 619,612 | 0 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 14,370 | 394,663 | SH | DFND | 1 | 394,663 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 10,932 | 97,113 | SH | DFND | 1 | 97,113 | 0 | 0 | |
| VERINT SYSTEMS INC | COM | 92343X100 | 32,174 | 546,253 | SH | DFND | 1 | 546,253 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 20,036 | 80,690 | SH | DFND | 1 | 80,690 | 0 | 0 | |
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 8,887 | 33,134 | SH | DFND | 1 | 33,134 | 0 | 0 | |
| WEX INC | COM | 96208T104 | 22,533 | 117,922 | SH | DFND | 1 | 117,922 | 0 | 0 | |
| WINTRUST FINANCIAL CORP | COM | 97650W108 | 14,068 | 206,610 | SH | DFND | 1 | 206,610 | 0 | 0 | |
| WNS HOLDINGS LTD SPON ADR | ADR | 92932M101 | 18,134 | 336,257 | SH | DFND | 1 | 336,257 | 0 | 0 | |
| ZOETIS INC | COM | 98978V103 | 21,125 | 212,549 | SH | DFND | 1 | 212,549 | 0 | 0 | |