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
ACI WORLDWIDE INC COM 004498101 25,837 752,384 SH   DFND 1 752,384 0 0
AIR LEASE CORP COM 00912X302 27,020 653,602 SH   DFND 1 653,602 0 0
ALBANY INTERNATIONAL CORP COM 012348108 27,068 326,469 SH   DFND 1 326,469 0 0
ALPHABET INC COM 02079K107 17,289 15,995 SH   DFND 1 15,995 0 0
APPLIED INDL TECHNOLOGIES INC COM 03820C105 22,882 371,878 SH   DFND 1 371,878 0 0
ARCOSA INC COM 039653100 25,790 685,347 SH   DFND 1 685,347 0 0
ASPEN TECHNOLOGY INC COM 045327103 23,415 188,407 SH   DFND 1 188,407 0 0
BANKUNITED INC COM 06652K103 15,029 445,443 SH   DFND 1 445,443 0 0
BAOZUN INC SPONSORED ADR ADR 06684L103 8,662 173,720 SH   DFND 1 173,720 0 0
BLACKLINE INC COM 09239B109 24,949 466,243 SH   DFND 1 466,243 0 0
BOOT BARN HOLDINGS INC COM 099406100 20,413 572,753 SH   DFND 1 572,753 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 19,593 177,993 SH   DFND 1 177,993 0 0
CACI INTERNATIONAL INC COM 127190304 24,730 120,877 SH   DFND 1 120,877 0 0
CALLAWAY GOLF CO COM 131193104 24,309 1,416,615 SH   DFND 1 1,416,615 0 0
CARBON BLACK INC COM 14081R103 21,634 1,293,928 SH   DFND 1 1,293,928 0 0
CHARLES RIVER LABS INTL INC COM 159864107 26,609 187,521 SH   DFND 1 187,521 0 0
CHILDRENS PLACE INC COM 168905107 15,020 157,480 SH   DFND 1 157,480 0 0
COMFORT SYSTEMS USA INC COM 199908104 25,314 496,452 SH   DFND 1 496,452 0 0
DARLING INGREDIENTS INC COM 237266101 25,344 1,274,186 SH   DFND 1 1,274,186 0 0
ELECTRONIC ARTS INC COM 285512109 19,003 187,667 SH   DFND 1 187,667 0 0
EURONET WORLDWIDE INC COM 298736109 19,012 113,004 SH   DFND 1 113,004 0 0
EVERTEC INC COM 30040P103 21,329 652,268 SH   DFND 1 652,268 0 0
EXLSERVICE HOLDINGS INC COM 302081104 17,037 257,624 SH   DFND 1 257,624 0 0
FACEBOOK INC COM 30303M102 20,355 105,466 SH   DFND 1 105,466 0 0
FIRST HAWAIIAN INC COM 32051X108 19,351 748,027 SH   DFND 1 748,027 0 0
FISERV INC COM 337738108 22,596 247,867 SH   DFND 1 247,867 0 0
FOX FACTORY HOLDING CORP COM 35138V102 22,656 274,585 SH   DFND 1 274,585 0 0
GENERAC HOLDINGS INC COM 368736104 30,894 445,092 SH   DFND 1 445,092 0 0
GENOMIC HEALTH INC COM 37244C101 17,382 298,813 SH   DFND 1 298,813 0 0
GRAY TELEVISION INC COM 389375106 19,850 1,211,097 SH   DFND 1 1,211,097 0 0
GREEN DOT CORP COM 39304D102 21,759 444,976 SH   DFND 1 444,976 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 16,495 411,768 SH   DFND 1 411,768 0 0
HANOVER INS GROUP INC COM 410867105 26,278 204,815 SH   DFND 1 204,815 0 0
HARSCO CORP COM 415864107 24,591 896,182 SH   DFND 1 896,182 0 0
HILL ROM HOLDINGS INC COM 431475102 17,214 164,541 SH   DFND 1 164,541 0 0
ICF INTERNATIONAL INC COM 44925C103 23,700 325,548 SH   DFND 1 325,548 0 0
IDACORP INC COM 451107106 20,605 205,165 SH   DFND 1 205,165 0 0
ILLUMINA INC COM 452327109 10,888 29,576 SH   DFND 1 29,576 0 0
INGEVITY CORP COM 45688C107 31,442 298,968 SH   DFND 1 298,968 0 0
KBR INC COM 48242W106 24,595 986,147 SH   DFND 1 986,147 0 0
LAMB WESTON HOLDINGS INC COM 513272104 12,458 196,615 SH   DFND 1 196,615 0 0
LAUDER ESTEE COS INC COM 518439104 17,915 97,840 SH   DFND 1 97,840 0 0
LUMENTUM HOLDINGS INC COM 55024U109 19,889 372,386 SH   DFND 1 372,386 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 29,900 502,009 SH   DFND 1 502,009 0 0
NATIONAL FUEL GAS CO N J COM 636180101 17,711 335,762 SH   DFND 1 335,762 0 0
OMNICELL INC COM 68213N109 19,872 230,988 SH   DFND 1 230,988 0 0
PENN NATIONAL GAMING INC COM 707569109 22,272 1,156,366 SH   DFND 1 1,156,366 0 0
PNM RES INC COM 69349H107 19,475 382,532 SH   DFND 1 382,532 0 0
POPULAR INC COM 733174700 16,946 312,420 SH   DFND 1 312,420 0 0
PORTLAND GENERAL ELECTRIC CO COM 736508847 17,282 319,029 SH   DFND 1 319,029 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 19,529 193,355 SH   DFND 1 193,355 0 0
QUANTA SERVICES INC COM 74762E102 28,759 753,054 SH   DFND 1 753,054 0 0
REPLIGEN CORP COM 759916109 25,740 299,482 SH   DFND 1 299,482 0 0
SELECTIVE INSURANCE GROUP INC COM 816300107 29,032 387,656 SH   DFND 1 387,656 0 0
SKYWEST INC COM 830879102 30,840 508,323 SH   DFND 1 508,323 0 0
SUNTRUST BANKS INC COM 867914103 11,969 190,445 SH   DFND 1 190,445 0 0
TOLL BROTHERS INC COM 889478103 17,625 481,295 SH   DFND 1 481,295 0 0
UNITED RENTALS INC COM 911363109 12,880 97,113 SH   DFND 1 97,113 0 0
VERINT SYSTEMS INC COM 92343X100 19,185 356,740 SH   DFND 1 356,740 0 0
WATERS CORP COM 941848103 14,168 65,824 SH   DFND 1 65,824 0 0
WEX INC COM 96208T104 31,717 152,411 SH   DFND 1 152,411 0 0
WINTRUST FINANCIAL CORP COM 97650W108 19,154 261,807 SH   DFND 1 261,807 0 0
WNS HOLDINGS LTD SPON ADR ADR 92932M101 17,511 295,794 SH   DFND 1 295,794 0 0
ZOETIS INC COM 98978V103 12,893 113,608 SH   DFND 1 113,608 0 0