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 20,064 653,963 SH   DFND 1 653,963 0 0
AGREE REALTY CORP COM 008492100 16,317 224,383 SH   DFND 1 224,383 0 0
AIR LEASE CORP COM 00912X302 20,989 499,497 SH   DFND 1 499,497 0 0
ALBANY INTL CORP COM 012348108 18,036 200,737 SH   DFND 1 200,737 0 0
ALPHABET INC COM 02079K107 19,587 15,988 SH   DFND 1 15,988 0 0
AMERICOLD REALTY TRUST COM 03064D108 17,707 481,166 SH   DFND 1 481,166 0 0
ARCOSA INC COM 039653100 17,624 517,595 SH   DFND 1 517,595 0 0
ASPEN TECHNOLOGY INC COM 045327103 20,792 171,893 SH   DFND 1 171,893 0 0
AUTONATION INC COM 05329W102 15,220 305,869 SH   DFND 1 305,869 0 0
BANKUNITED INC COM 06652K103 14,695 432,195 SH   DFND 1 432,195 0 0
BAOZUN INC SPONSORED ADR ADR 06684L103 8,056 189,640 SH   DFND 1 189,640 0 0
BLACKLINE INC COM 09239B109 12,665 269,352 SH   DFND 1 269,352 0 0
BOOT BARN HOLDINGS INC COM 099406100 14,983 431,299 SH   DFND 1 431,299 0 0
BRINKS CO COM 109696104 19,844 240,534 SH   DFND 1 240,534 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 19,634 141,927 SH   DFND 1 141,927 0 0
CACI INTERNATIONAL INC COM 127190304 21,210 93,231 SH   DFND 1 93,231 0 0
CALLAWAY GOLF CO COM 131193104 20,831 1,090,038 SH   DFND 1 1,090,038 0 0
CARETRUST REIT INC COM 14174T107 18,767 797,906 SH   DFND 1 797,906 0 0
CHARLES RIVER LABS INTL INC COM 159864107 18,826 141,958 SH   DFND 1 141,958 0 0
CHILDRENS PLACE INC COM 168905107 10,652 138,298 SH   DFND 1 138,298 0 0
COMFORT SYSTEMS USA INC COM 199908104 15,824 358,252 SH   DFND 1 358,252 0 0
CONTROLADORA VUELA CIA DE AVIA SPON ADR ADR 21240E105 3,745 373,726 SH   DFND 1 373,726 0 0
CROCS INC COM 227046109 17,188 625,119 SH   DFND 1 625,119 0 0
DARLING INGREDIENTS INC COM 237266101 16,193 857,215 SH   DFND 1 857,215 0 0
ELECTRONIC ARTS INC COM 285512109 17,954 187,667 SH   DFND 1 187,667 0 0
EVERTEC INC COM 30040P103 15,761 507,272 SH   DFND 1 507,272 0 0
FACEBOOK INC COM 30303M102 14,345 81,000 SH   DFND 1 81,000 0 0
FIRST HAWAIIAN INC COM 32051X108 15,203 563,599 SH   DFND 1 563,599 0 0
FISERV INC COM 337738108 17,382 169,402 SH   DFND 1 169,402 0 0
FOX FACTORY HOLDING CORP COM 35138V102 13,951 226,398 SH   DFND 1 226,398 0 0
GENERAC HOLDINGS INC COM 368736104 24,857 315,202 SH   DFND 1 315,202 0 0
GRAY TELEVISION INC COM 389375106 17,684 1,109,396 SH   DFND 1 1,109,396 0 0
HANOVER INSURANCE GROUP INC COM 410867105 20,811 154,707 SH   DFND 1 154,707 0 0
HEALTHEQUITY INC COM 42226A107 15,195 274,282 SH   DFND 1 274,282 0 0
HILL ROM HOLDINGS INC COM 431475102 13,599 130,605 SH   DFND 1 130,605 0 0
ICF INTERNATIONAL INC COM 44925C103 20,943 249,206 SH   DFND 1 249,206 0 0
IDACORP INC COM 451107106 17,919 159,283 SH   DFND 1 159,283 0 0
ILLUMINA INC COM 452327109 13,893 46,112 SH   DFND 1 46,112 0 0
INGEVITY CORP COM 45688C107 21,155 248,762 SH   DFND 1 248,762 0 0
ISHARES INC EM MKT SM-CP ETF ETF 464286475 293 7,000 SH   DFND 1 7,000 0 0
ISHARES TR EAFE SML CP ETF ETF 464288273 19,581 344,437 SH   DFND 1 344,437 0 0
ISHARES TR MSCI INDIA SM CP ETF ETF 46429B614 5,856 165,473 SH   DFND 1 165,473 0 0
KBR INC COM 48242W106 18,017 739,914 SH   DFND 1 739,914 0 0
KNOWLES CORP COM 49926D109 18,360 896,032 SH   DFND 1 896,032 0 0
LAMB WESTON HOLDINGS INC COM 513272104 17,620 240,185 SH   DFND 1 240,185 0 0
LAUDER ESTEE COS INC COM 518439104 10,607 54,024 SH   DFND 1 54,024 0 0
LHC GROUP INC COM 50187A107 17,028 150,745 SH   DFND 1 150,745 0 0
LUMENTUM HOLDINGS INC COM 55024U109 11,637 220,434 SH   DFND 1 220,434 0 0
NUVASIVE INC COM 670704105 13,998 222,619 SH   DFND 1 222,619 0 0
PENN NATIONAL GAMING INC COM 707569109 12,177 667,236 SH   DFND 1 667,236 0 0
PNM RES INC COM 69349H107 15,583 302,878 SH   DFND 1 302,878 0 0
POPULAR INC COM 733174700 11,855 218,005 SH   DFND 1 218,005 0 0
PORTLAND GEN ELECTRIC CO COM 736508847 15,475 272,736 SH   DFND 1 272,736 0 0
PREMIER INC COM 74051N102 11,634 398,418 SH   DFND 1 398,418 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 11,801 130,895 SH   DFND 1 130,895 0 0
QUANTA SVCS INC COM 74762E102 22,287 590,060 SH   DFND 1 590,060 0 0
REPLIGEN CORP COM 759916109 17,870 233,136 SH   DFND 1 233,136 0 0
RETAIL OPPORTUNITY INVTS CORP COM 76131N101 14,383 785,977 SH   DFND 1 785,977 0 0
RYMAN HOSPITALITY PROPERTYS INC COM 78377T107 22,752 277,933 SH   DFND 1 277,933 0 0
SELECTIVE INSURANCE GROUP INC COM 816300107 21,768 292,072 SH   DFND 1 292,072 0 0
SKYWEST INC COM 830879102 21,900 383,329 SH   DFND 1 383,329 0 0
SUNTRUST BANKS INC COM 867914103 18,755 272,401 SH   DFND 1 272,401 0 0
TJX COS INC COM 872540109 9,929 181,078 SH   DFND 1 181,078 0 0
WATERS CORP COM 941848103 14,643 65,802 SH   DFND 1 65,802 0 0
WEX INC COM 96208T104 30,753 152,372 SH   DFND 1 152,372 0 0
WINTRUST FINANCIAL CORP COM 97650W108 14,006 216,953 SH   DFND 1 216,953 0 0
WNS HOLDINGS LTD SPON ADR ADR 92932M101 15,874 269,502 SH   DFND 1 269,502 0 0
ZOETIS INC COM 98978V103 21,075 170,100 SH   DFND 1 170,100 0 0