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 |
| AZZ INC | COM | 002474104 | 5,449 | 133,138 | SH | DFND | 603 | 114,663 | 17,872 | ||
| ADVANCED DISPOSAL SERVICES | COM | 00790X101 | 16,735 | 597,687 | SH | DFND | 3,455 | 515,596 | 78,636 | ||
| AMETEK INC. | COM | 031100100 | 21,009 | 253,210 | SH | DFND | 25,947 | 227,263 | 0 | ||
| AMPHENOL CORP. CL A | COM | 032095101 | 21,884 | 231,725 | SH | DFND | 24,219 | 207,506 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 3,699 | 35,136 | SH | DFND | 5,697 | 29,439 | 0 | ||
| AVID BIOSERVICES INC. | COM | 05368M106 | 10,004 | 2,353,817 | SH | DFND | 13,550 | 2,029,918 | 310,349 | ||
| BWX TECHNOLOGIES | COM | 05605H100 | 46,203 | 931,887 | SH | DFND | 41,677 | 848,009 | 42,201 | ||
| BIO TECHNE CORP | COM | 09073M104 | 5,423 | 27,311 | SH | DFND | 2,608 | 24,703 | 0 | ||
| CACI INTERNATIONAL | COM | 127190304 | 30,302 | 166,476 | SH | DFND | 960 | 143,546 | 21,970 | ||
| CBOE GLOBAL MARKETS INC | COM | 12503M108 | 9,443 | 98,943 | SH | DFND | 9,449 | 89,494 | 0 | ||
| CABOT CORP. | COM | 127055101 | 46,801 | 1,124,222 | SH | DFND | 26,919 | 979,301 | 118,002 | ||
| CABOT MICROELECTRONICS | COM | 12709P103 | 29,487 | 263,368 | SH | DFND | 1,522 | 227,474 | 34,372 | ||
| CATALENT INC. | COM | 148806102 | 10,590 | 260,912 | SH | DFND | 24,915 | 235,997 | 0 | ||
| CHARLES RIVER LABORATORIES | COM | 159864107 | 10,740 | 73,939 | SH | DFND | 7,060 | 66,879 | 0 | ||
| CHEMICAL FINANCIAL CORP | COM | 163731102 | 42,520 | 1,033,049 | SH | DFND | 28,410 | 902,805 | 101,834 | ||
| CLEAN HARBORS INC. | COM | 184496107 | 78,386 | 1,095,847 | SH | DFND | 41,020 | 957,007 | 97,820 | ||
| COGNEX CORP | COM | 192422103 | 30,005 | 589,944 | SH | DFND | 3,400 | 509,821 | 76,723 | ||
| COHERENT INC. | COM | 192479103 | 15,414 | 108,766 | SH | DFND | 628 | 93,809 | 14,329 | ||
| COPART INC. | COM | 217204106 | 92,786 | 1,531,369 | SH | DFND | 37,990 | 1,331,594 | 161,785 | ||
| COVANTA HOLDING CORP | COM | 22282E102 | 23,754 | 1,372,258 | SH | DFND | 7,942 | 1,185,547 | 178,769 | ||
| DOLLAR TREE INC. | COM | 256746108 | 20,052 | 190,896 | SH | DFND | 20,252 | 170,644 | 0 | ||
| DORMAN PRODUCTS INC. | COM | 258278100 | 26,176 | 297,155 | SH | DFND | 1,675 | 255,569 | 39,911 | ||
| EOG RESOURCES INC. | COM | 26875P101 | 1,534 | 16,118 | SH | DFND | 3,458 | 12,660 | 0 | ||
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 51,632 | 1,022,019 | SH | DFND | 12,674 | 881,290 | 128,055 | ||
| ENTEGRIS INC. | COM | 29362U104 | 113,957 | 3,192,961 | SH | DFND | 110,884 | 2,784,366 | 297,711 | ||
| FMC CORP | COM | 302491303 | 24,022 | 312,700 | SH | DFND | 32,927 | 279,773 | 0 | ||
| GENESEE & WYOMING INC-CL A | COM | 371559105 | 54,230 | 622,329 | SH | DFND | 20,181 | 545,240 | 56,908 | ||
| GRACO INC. | COM | 384109104 | 58,493 | 1,181,197 | SH | DFND | 29,201 | 1,030,676 | 121,320 | ||
| HALOZYME THERAPEUTICS INC. | COM | 40637H109 | 45,508 | 2,826,601 | SH | DFND | 78,284 | 2,466,409 | 281,908 | ||
| HEICO CORP - CLASS A | COM | 422806208 | 93,089 | 1,107,407 | SH | DFND | 27,842 | 1,015,999 | 63,566 | ||
| HELEN OF TROY LTD. | COM | G4388N106 | 50,500 | 435,497 | SH | DFND | 11,913 | 380,494 | 43,090 | ||
| HENRY SCHEIN, INC. | COM | 806407102 | 15,787 | 262,643 | SH | DFND | 27,691 | 234,952 | 0 | ||
| HEXCEL CORP | COM | 428291108 | 13,168 | 190,397 | SH | DFND | 18,182 | 172,215 | 0 | ||
| HOSTESS BRANDS INC. | COM | 44109J106 | 20,285 | 1,622,767 | SH | DFND | 9,341 | 1,397,588 | 215,838 | ||
| IDEX CORP. | COM | 45167R104 | 74,850 | 493,278 | SH | DFND | 9,254 | 429,128 | 54,896 | ||
| INGREDION INC. | COM | 457187102 | 62,296 | 657,894 | SH | DFND | 21,932 | 573,722 | 62,240 | ||
| KEYW HOLDING CORPORATION | COM | 493723100 | 12,429 | 1,441,858 | SH | DFND | 8,297 | 1,246,060 | 187,501 | ||
| KAMAN CORP | COM | 483548103 | 24,603 | 420,997 | SH | DFND | 2,604 | 387,677 | 30,716 | ||
| KAR AUCTION SERVICES INC. | COM | 48238T109 | 97,041 | 1,891,278 | SH | DFND | 62,771 | 1,648,252 | 180,255 | ||
| KEYSIGHT TECHNOLOGIES | COM | 49338L103 | 13,132 | 150,598 | SH | DFND | 14,381 | 136,217 | 0 | ||
| LKQ CORP | COM | 501889208 | 12,130 | 427,402 | SH | DFND | 40,819 | 386,583 | 0 | ||
| LEGACYTEXAS FINANCIAL GROUP, I | COM | 52471Y106 | 31,058 | 830,663 | SH | DFND | 22,067 | 725,315 | 83,281 | ||
| LIVENT CORP | COM | 53814L108 | 14,703 | 1,197,290 | SH | DFND | 36,001 | 1,040,666 | 120,623 | ||
| MARKEL CORP. | COM | 570535104 | 5,460 | 5,481 | SH | DFND | 523 | 4,958 | 0 | ||
| MASTERCARD, INC. CL-A | COM | 57636Q104 | 4,047 | 17,190 | SH | DFND | 2,787 | 14,403 | 0 | ||
| MEDTRONIC PLC | COM | G5960L103 | 3,215 | 35,297 | SH | DFND | 5,723 | 29,574 | 0 | ||
| MERCURY SYSTEMS INC. | COM | 589378108 | 15,894 | 248,037 | SH | DFND | 1,527 | 228,475 | 18,035 | ||
| MID-AMERICA APARTMENT COMMUNIT | COM | 59522J103 | 8,958 | 81,935 | SH | DFND | 7,823 | 74,112 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 18,991 | 323,028 | SH | DFND | 1,866 | 278,631 | 42,531 | ||
| NATIONAL PRESTO IND INC. | COM | 637215104 | 7,437 | 68,508 | SH | DFND | 426 | 63,709 | 4,373 | ||
| O'REILLY AUTOMOTIVE INC. | COM | 67103H107 | 2,295 | 5,910 | SH | DFND | 962 | 4,948 | 0 | ||
| PDF SOLUTIONS, INC. | COM | 693282105 | 15,856 | 1,283,924 | SH | DFND | 7,455 | 1,108,041 | 168,428 | ||
| POWER INTEGRATIONS INC. | COM | 739276103 | 31,750 | 453,955 | SH | DFND | 2,663 | 391,415 | 59,877 | ||
| RBC BEARINGS INC. | COM | 75524B104 | 52,795 | 415,155 | SH | DFND | 2,424 | 361,871 | 50,860 | ||
| RLI CORP. | COM | 749607107 | 28,029 | 390,643 | SH | DFND | 2,278 | 337,384 | 50,981 | ||
| SRC ENERGY INC. | COM | 78470V108 | 13,728 | 2,681,333 | SH | DFND | 15,681 | 2,307,608 | 358,044 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 28,101 | 414,533 | SH | DFND | 2,400 | 356,904 | 55,229 | ||
| SERVICEMASTER GLOBAL HOLDINGS | COM | 81761R109 | 9,449 | 202,328 | SH | DFND | 19,319 | 183,009 | 0 | ||
| SIMPSON MANUFACTURING | COM | 829073105 | 34,326 | 579,150 | SH | DFND | 3,348 | 500,114 | 75,688 | ||
| STERIS PLC | COM | G8473T100 | 13,498 | 105,430 | SH | DFND | 10,068 | 95,362 | 0 | ||
| SYNOPSYS INC. | COM | 871607107 | 16,706 | 145,080 | SH | DFND | 13,856 | 131,224 | 0 | ||
| SYNOVUS FINANCIAL CORP. | COM | 87161C501 | 26,165 | 761,507 | SH | DFND | 4,412 | 657,617 | 99,478 | ||
| TD AMERITRADE HOLDING CORP. | COM | 87236Y108 | 9,922 | 198,473 | SH | DFND | 22,855 | 175,618 | 0 | ||
| TAPESTRY, INC. | COM | 876030107 | 887 | 27,293 | SH | DFND | 4,425 | 22,868 | 0 | ||
| TELEDYNE INC. | COM | 879360105 | 56,353 | 237,766 | SH | DFND | 1,373 | 205,302 | 31,091 | ||
| THERMON GROUP HOLDINGS INC | COM | 88362T103 | 11,369 | 463,845 | SH | DFND | 2,680 | 400,171 | 60,994 | ||
| UGI CORP. | COM | 902681105 | 71,110 | 1,283,108 | SH | DFND | 34,088 | 1,117,748 | 131,272 | ||
| UNITED COMMUNITY BANKS, INC. O | COM | 90984P303 | 23,755 | 952,867 | SH | DFND | 5,516 | 823,353 | 123,998 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 3,861 | 24,719 | SH | DFND | 4,008 | 20,711 | 0 | ||
| WASTE CONNECTIONS INC. | COM | 94106B101 | 33,441 | 377,482 | SH | DFND | 39,934 | 337,548 | 0 | ||
| WATERS CORP. | COM | 941848103 | 2,216 | 8,805 | SH | DFND | 1,427 | 7,378 | 0 | ||
| WESTERN ALLIANCE BANCORP | COM | 957638109 | 10,774 | 262,519 | SH | DFND | 27,838 | 234,681 | 0 | ||
| WOODWARD INC. | COM | 980745103 | 78,690 | 829,272 | SH | DFND | 23,473 | 760,202 | 45,597 | ||