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 |
| ADOBE SYSTEMS INC | COM | 00724F101 | 20,967 | 48,167 | SH | DFND | 1 | 48,167 | 0 | 0 | |
| ADVANCED ENERGY INDUSTRIES INC | COM | 007973100 | 9,619 | 141,901 | SH | DFND | 1 | 141,901 | 0 | 0 | |
| AECON GROUP INC | COM | 00762V109 | 9,503 | 873,726 | SH | DFND | 1 | 873,726 | 0 | 0 | |
| AGREE REALTY CORP | COM | 008492100 | 10,424 | 158,640 | SH | DFND | 1 | 158,640 | 0 | 0 | |
| ALPHABET INC | COM | 02079K107 | 11,606 | 8,210 | SH | DFND | 1 | 8,210 | 0 | 0 | |
| ARCOSA INC | COM | 039653100 | 11,105 | 263,159 | SH | DFND | 1 | 263,159 | 0 | 0 | |
| ASPEN TECHNOLOGY INC | COM | 045327103 | 8,698 | 83,951 | SH | DFND | 1 | 83,951 | 0 | 0 | |
| AUTONATION INC | COM | 05329W102 | 9,566 | 254,561 | SH | DFND | 1 | 254,561 | 0 | 0 | |
| BLACKLINE INC | COM | 09239B109 | 11,113 | 134,033 | SH | DFND | 1 | 134,033 | 0 | 0 | |
| CACI INTERNATIONAL INC | COM | 127190304 | 7,678 | 35,403 | SH | DFND | 1 | 35,403 | 0 | 0 | |
| CAPITAL POWER CORP | COM | 14042M102 | 4,215 | 204,405 | SH | DFND | 1 | 204,405 | 0 | 0 | |
| CHARLES RIVER LABS INTL INC | COM | 159864107 | 10,123 | 58,062 | SH | DFND | 1 | 58,062 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 12,556 | 186,677 | SH | DFND | 1 | 186,677 | 0 | 0 | |
| COGENT COMMUNICATIONS HOLDINGS INC | COM | 19239V302 | 7,544 | 97,514 | SH | DFND | 1 | 97,514 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 9,843 | 399,801 | SH | DFND | 1 | 399,801 | 0 | 0 | |
| DECKERS OUTDOOR CORP | COM | 243537107 | 10,274 | 52,315 | SH | DFND | 1 | 52,315 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 16,036 | 121,442 | SH | DFND | 1 | 121,442 | 0 | 0 | |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 9,866 | 909,280 | SH | DFND | 1 | 909,280 | 0 | 0 | |
| EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 8,473 | 107,149 | SH | DFND | 1 | 107,149 | 0 | 0 | |
| ERO COPPER CORP | COM | 296006109 | 1,457 | 100,493 | SH | DFND | 1 | 100,493 | 0 | 0 | |
| FACEBOOK INC | COM | 30303M102 | 13,422 | 59,110 | SH | DFND | 1 | 59,110 | 0 | 0 | |
| FIRSTSERVICE CORP | COM | 33767E202 | 10,468 | 103,881 | SH | DFND | 1 | 103,881 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 10,523 | 107,792 | SH | DFND | 1 | 107,792 | 0 | 0 | |
| FLAGSTAR BANCORP INC | COM | 337930705 | 11,128 | 378,129 | SH | DFND | 1 | 378,129 | 0 | 0 | |
| FTI CONSULTING INC | COM | 302941109 | 18,531 | 161,775 | SH | DFND | 1 | 161,775 | 0 | 0 | |
| GENERAC HOLDINGS INC | COM | 368736104 | 16,672 | 136,732 | SH | DFND | 1 | 136,732 | 0 | 0 | |
| GIBRALTAR INDUSTRIES INC | COM | 374689107 | 9,601 | 199,980 | SH | DFND | 1 | 199,980 | 0 | 0 | |
| GROCERY OUTLET HOLDING CORP | COM | 39874R101 | 10,702 | 262,313 | SH | DFND | 1 | 262,313 | 0 | 0 | |
| ILLUMINA INC | COM | 452327109 | 11,856 | 32,013 | SH | DFND | 1 | 32,013 | 0 | 0 | |
| INGREDION INC | COM | 457187102 | 9,315 | 112,228 | SH | DFND | 1 | 112,228 | 0 | 0 | |
| INPHI CORP | COM | 45772F107 | 10,837 | 92,231 | SH | DFND | 1 | 92,231 | 0 | 0 | |
| ISHARES TR EAFE SMALL CAP ETF | COM | 464288273 | 5,658 | 105,515 | SH | DFND | 1 | 105,515 | 0 | 0 | |
| LAMB WESTON HOLDINGS INC | COM | 513272104 | 10,895 | 170,417 | SH | DFND | 1 | 170,417 | 0 | 0 | |
| LHC GROUP INC | COM | 50187A107 | 12,116 | 69,504 | SH | DFND | 1 | 69,504 | 0 | 0 | |
| LUMENTUM HOLDINGS INC | COM | 55024U109 | 5,643 | 69,302 | SH | DFND | 1 | 69,302 | 0 | 0 | |
| MASTEC INC | COM | 576323109 | 8,437 | 188,024 | SH | DFND | 1 | 188,024 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 13,079 | 64,268 | SH | DFND | 1 | 64,268 | 0 | 0 | |
| NORTHLAND POWER INC | COM | 666511100 | 10,091 | 402,986 | SH | DFND | 1 | 402,986 | 0 | 0 | |
| NUVASIVE INC | COM | 670704105 | 8,254 | 148,296 | SH | DFND | 1 | 148,296 | 0 | 0 | |
| NV5 GLOBAL INC | COM | 62945V109 | 10,670 | 209,913 | SH | DFND | 1 | 209,913 | 0 | 0 | |
| PAREX RES INC | COM | 69946Q104 | 10,169 | 843,494 | SH | DFND | 1 | 843,494 | 0 | 0 | |
| PERFICIENT INC | COM | 71375U101 | 11,148 | 311,559 | SH | DFND | 1 | 311,559 | 0 | 0 | |
| PHIBRO ANIMAL HEALTH CORP | COM | 71742Q106 | 10,100 | 384,470 | SH | DFND | 1 | 384,470 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 12,726 | 163,598 | SH | DFND | 1 | 163,598 | 0 | 0 | |
| QUANTA SERVICES INC | COM | 74762E102 | 11,112 | 283,262 | SH | DFND | 1 | 283,262 | 0 | 0 | |
| R1 RCM INC | COM | 749397105 | 9,800 | 878,917 | SH | DFND | 1 | 878,917 | 0 | 0 | |
| REAL MATTERS INC | COM | 75601Y100 | 6,071 | 311,136 | SH | DFND | 1 | 311,136 | 0 | 0 | |
| REPLIGEN CORP | COM | 759916109 | 9,449 | 76,445 | SH | DFND | 1 | 76,445 | 0 | 0 | |
| TANDEM DIABETES CARE INC | COM | 875372203 | 12,279 | 124,132 | SH | DFND | 1 | 124,132 | 0 | 0 | |
| TCS GROUP HOLDING GDR | GDR | 87238U203 | 5,176 | 254,975 | SH | DFND | 1 | 254,975 | 0 | 0 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 11,472 | 31,660 | SH | DFND | 1 | 31,660 | 0 | 0 | |
| TJX COS INC | COM | 872540109 | 9,421 | 186,335 | SH | DFND | 1 | 186,335 | 0 | 0 | |
| TMX GROUP LTD | COM | 87262K105 | 9,096 | 91,957 | SH | DFND | 1 | 91,957 | 0 | 0 | |
| TOYO SUISAN KAISHA NPV | COM | 892306101 | 8,774 | 157,100 | SH | DFND | 1 | 157,100 | 0 | 0 | |
| TRUIST FINL CORP | COM | 89832Q109 | 13,344 | 355,355 | SH | DFND | 1 | 355,355 | 0 | 0 | |
| ZOETIS INC | COM | 98978V103 | 13,344 | 111,205 | SH | DFND | 1 | 111,205 | 0 | 0 | |